HomeMy WebLinkAbout2021/05/11 Agenda PacketMay 11, 2021City Council Agenda
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CALL TO ORDER
ROLL CALL:
Councilmembers Cardenas, Galvez, McCann, Padilla and Mayor Casillas Salas
PLEDGE OF ALLEGIANCE TO THE FLAG AND MOMENT OF SILENCE
SPECIAL ORDERS OF THE DAY
COVID-19 UPDATE BY CITY OF CHULA VISTA
EMERGENCY SERVICES COORDINATOR MARLON KING
21-0134A.
PRESENTATION OF A PROCLAMATION PROCLAIMING
MONDAY, MAY 10, 2021 AS WORLD LUPUS DAY IN THE
CITY OF CHULA VISTA
21-0148B.
PRESENTATION OF A PROCLAMATION PROCLAIMING
THE WEEK OF APRIL 17 THROUGH APRIL 24, 2021 AS
ANNUAL NATIVE PLANT EARTH WEEK IN THE CITY OF
CHULA VISTA
21-0149C.
CONSENT CALENDAR (Items 1 - 8)
The Council will enact the Consent Calendar staff recommendation by one motion, without
discussion, unless a Councilmember, a member of the public, or staff requests that the item be
removed for discussion. If you wish to speak on one of these items, please fill out a "Request
to Speak" form and submit it to City Clerk staff prior to the meeting; or you may comment at
https://chulavista.legistar.com/Calendar.aspx
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING A GRANT FROM COMMUNITY
CONGREGATIONAL DEVELOPMENT CORPORATION
(CCDC) IN THE AMOUNT OF $450,000; AMENDING THE
FY 2020/2021 CIP PROGRAM BUDGET BY ESTABLISHING
A NEW CIP PROJECT, GGV0260 “NORMAN PARK SENIOR
CENTER IMPROVEMENTS”; AND APPROPRIATING
FUNDS THEREFOR (4/5 VOTE REQUIRED)
21-01181.
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May 11, 2021City Council Agenda
Community Services Department Department:
The Project qualifies for a Categorical Exemption pursuant to the California
Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing
Facilities), Section 15302 Class 2 (Replacement or Reconstruction),
Section 15303 class 3 (New Construction or Conversion of Small
Structures), and Section 15304 Class 4 (Minor Alterations to Land).
Environmental Notice:
Council adopt the resolution. Recommended Action:
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AUTHORIZING EXECUTION OF A MASTER
COMMUNICATIONS SITE LICENSE AGREEMENT WITH
CROWN CASTLE TOWERS 06-2 FOR WIRELESS
TELECOMMUNICATIONS FACILITIES ON PUBLIC
PROPERTY
20-03422.
Economic Development Department Department:
The activity is not a “Project” as defined under Section 15378 of the
California Environmental Quality Act State Guidelines; therefore, pursuant to
State Guidelines Section 15060(c)(3) no environmental review is required. In
addition, notwithstanding the foregoing, the “Project” also qualifies for an
Exemption pursuant to Section 15061(b)(3) of the California Environmental
Quality Act State Guidelines.
Environmental Notice:
Council adopt the resolution. Recommended Action:
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AN AGREEMENT FOR
PAVEMENT CONDITIONS ASSESSMENT AND
MANAGEMENT SERVICES BETWEEN THE CITY AND
APPLIED RESEARCH ASSOCIATES, INC.
20-05613.
Engineering Department Department:
The Project qualifies for a Categorical Exemption pursuant to the California
Environmental Quality Act State Guidelines Section 15306 Class 6
(Information Collection) and Section 15061(b)(3).
Environmental Notice:
Council adopt the resolution. Recommended Action:
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May 11, 2021City Council Agenda
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AN EASEMENT PURCHASE
AGREEMENT WITH TERRY ENTERPRISES, LLC IN THE
AMOUNT OF $131,000
21-01024.
Engineering Department Department:
The Project qualifies for a Categorical Exemption pursuant to the California
Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing
Facilities), Section 15303 Class 3 (New Construction or Conversion of
Small Structures), Section 15332 Class 32 (In-Fill Development Projects ),
and Section 15061(b)(3).
Environmental Notice:
Council adopt the resolution. Recommended Action:
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AWARDING A DESIGN-BUILD AGREEMENT
FOR THE DESIGN AND PRECONSTRUCTION PHASE
(PHASE 1) TO EC CONSTRUCTORS INC. FOR THE
RENOVATION OF FIRE STATION 1 (CIP NO. GGV0252)
21-01225.
Engineering Department Department:
The Project qualifies for a Categorical Exemption pursuant to the California
Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing
Facilities) and Section 15303 class 3 (New Construction or Conversion of
Small Structures).
Environmental Notice:
Council adopt the resolution. Recommended Action:
A.RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CHULA VISTA ACCEPTING $1,000,000 FROM THE
BOARD OF STATE AND COMMUNITY CORRECTIONS,
ADDING ONE PEACE OFFICER TO THE AUTHORIZED
STAFFING LEVEL OF THE POLICE DEPARTMENT, AND
APPROPRIATING $48,556 TO THE FISCAL YEAR 2020-21
POLICE GRANTS SECTION OF THE STATE GRANTS
FUND FOR THE PROPOSITION 64 PUBLIC HEALTH AND
SAFETY GRANT PROGRAM (4/5 VOTE REQUIRED)
B.RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CHULA VISTA APPROVING AGREEMENT NUMBER
BSCC 945-21 WITH THE BOARD OF STATE COMMUNITY
CORRECTIONS FOR THE PROPOSITION 64 PUBLIC
HEALTH AND SAFETY GRANT PROGRAM
21-01236.
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May 11, 2021City Council Agenda
C.RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CHULA VISTA APPROVING AGREEMENTS WITH
SOUTH BAY COMMUNITY SERVICES AND SAN DIEGO
ASSOCIATION OF GOVERNMENTS FOR THE
PROPOSITION 64 PUBLIC HEALTH AND SAFETY GRANT
PROGRAM
Police Department Department:
The activity is not a “Project” as defined under Section 15378 of the
California Environmental Quality Act State Guidelines; therefore, pursuant to
State Guidelines Section 15060(c)(3) no environmental review is required.
Environmental Notice:
Council adopt the resolutions. Recommended Action:
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING $53,700 FROM THE
CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY
SERVICES AND APPROPRIATING SAID FUNDS TO THE
POLICE GRANTS SECTION OF THE FEDERAL GRANTS
FUND FOR THE COVERDELL FORENSIC SCIENCE
IMPROVEMENT PROGRAM (4/5 VOTE REQUIRED)
21-01277.
Police Department Department:
The activity is not a “Project” as defined under Section 15378 of the
California Environmental Quality Act State Guidelines; therefore, pursuant to
State Guidelines Section 15060(c)(3) no environmental review is required.
Environmental Notice:
Council adopt the resolution. Recommended Action:
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING $203,143 FROM THE
CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY
SERVICES, WAIVING THE CONSULTANT SELECTION
PROCESS, APPROVING THE AGREEMENT WITH SOUTH
BAY COMMUNITY SERVICES AND APPROPRIATING
$101,572 TO THE POLICE GRANTS SECTION OF THE
FEDERAL GRANTS FUND FOR THE DOMESTIC
VIOLENCE RESPONSE TEAM (4/5 VOTE REQUIRED)
21-01428.
Police Department Department:
The activity is not a “Project” as defined under Section 15378 of the
California Environmental Quality Act State Guidelines; therefore, pursuant to
State Guidelines Section 15060(c)(3) no environmental review is required.
Environmental Notice:
Council adopt the resolution. Recommended Action:
ITEMS REMOVED FROM THE CONSENT CALENDAR
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May 11, 2021City Council Agenda
PUBLIC COMMENTS
Persons commenting during Public Comments may address the Council on any subject matter
within the Council’s jurisdiction that is not listed as an item on the agenda. State law generally
prohibits the Council from discussing or taking action on any issue not included on the agenda,
but, if appropriate, the Council may schedule the topic for future discussion or refer the matter
to staff. Comments are limited to three minutes. If you wish to speak, please fill out a "Request
to Speak" form and submit it to City Clerk staff, or you may comment at
https://chulavista.legistar.com/Calendar.aspx
PUBLIC COMMENTS RECEIVED for May 11, 202121-01529.
PUBLIC HEARINGS
The following item(s) have been advertised as public hearing(s) as required by law. If you wish
to comment on one of these items, you may do so at
https://chulavista.legistar.com/Calendar.aspx, or by submitting a "Request to Speak" form to
City Clerk staff. Comments are limited to five minutes.
PRESENTATION OF THE CITY MANAGER’S PROPOSED
BUDGET FOR FISCAL YEAR 2021-22
RESOLUTION OF THE CITY COUNCIL/SUCCESSOR
AGENCY TO THE REDEVELOPMENT AGENCY/HOUSING
AUTHORITY OF THE CITY OF CHULA VISTA ACCEPTING
THE CITY MANAGER’S PROPOSED OPERATING AND
CAPITAL IMPROVEMENT BUDGETS FOR FISCAL YEAR
2021/2022 FOR EACH AGENCY AS THEIR PROPOSED
BUDGETS, RESPECTIVELY, AND SETTING THE TIME
AND PLACE FOR A PUBLIC HEARING FOR FINAL
CONSIDERATION AND ADOPTION OF SAME
21-011910.
Finance Department Department:
The activity is not a "Project" as defined under Section 15378 of the
California Environmental Quality Act State Guidelines; therefore, pursuant to
State Guidelines Section 15060(c)(3) no environmental review is required.
Environmental Notice:
Council/Agency/Authority conduct the public hearing, hear the report,
and adopt the resolution.
Recommended Action:
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May 11, 2021City Council Agenda
ACTION ITEMS
The Item(s) listed in this section of the agenda will be considered individually by the Council and
are expected to elicit discussion and deliberation. If you wish to comment on one of these
items, you may do so at https://chulavista.legistar.com/Calendar.aspx, or by submitting a
"Request to Speak" form to City Clerk staff. Comments are limited to five minutes.
CONSIDERATION OF AMENDING THE FISCAL YEAR
2020-21 CIP BUDGET FOR DESIGN AND
PRE-CONSTRUCTION SERVICES FOR SEGMENT 3 OF
THE LOMA VERDE RECREATION CENTER PROJECT
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROPRIATING $600,000 FROM THE
MEASURE P SPENDING PLAN TO CIP GGV0247 FOR
DESIGN AND PRE-CONSTRUCTION SERVICES FOR
SEGMENT 3 OF THE LOMA VERDE RECREATION
CENTER PROJECT (4/5 VOTE REQUIRED)
21-002011.
Development Services Department Department:
The Project qualifies for a Categorical Exemption pursuant to the California
Environmental Quality Act State Guidelines Section 15301 Class 1 (Existing
Facilities), Section 15302 Class 2 (Replacement or Reconstruction),
Section 15303 class 3 (New Construction or Conversion of Small
Structures), and Section 15304 Class 4 (Minor Alterations to Land).
Environmental Notice:
Council adopt the resolution. Recommended Action:
CITY MANAGER’S REPORTS
MAYOR’S REPORTS
RATIFICATION OF APPOINTMENTS TO THE FOLLOWING
BOARDS & COMMISSIONS:
-Robert Cromer, Measure A Citizens' Oversight Committee
(Chula Vista Chamber of Commerce)
-Francisco Rivera, Measure A Citizens' Oversight Committee
(Chula Vista Mid-Managers/Professional Association)
21-015012.
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May 11, 2021City Council Agenda
COUNCILMEMBERS’ COMMENTS
COUNCILMEMBER PADILLA: RATIFICATION OF
APPOINTMENT OF PAUL BECOTTE TO THE MEASURE A
CITIZENS' OVERSIGHT COMMITTEE (AT-LARGE
DISTRICT 3 REP.)
21-014313.
CITY ATTORNEY'S REPORTS
CLOSED SESSION
Announcements of actions taken in Closed Session shall be made available by noon on the
next business day following the Council meeting at the City Attorney ’s office in accordance with
the Ralph M. Brown Act (Government Code 54957.7).
CONFERENCE WITH LEGAL COUNSEL REGARDING
EXISTING LITIGATION PURSUANT TO GOVERNMENT
CODE SECTION 54956.9 (d)(1)
Name of case: Arturo Castanares v. City of Chula Vista, San
Diego Superior Court, Case Number
37-2021-00017713-CU-MC-CTL.
21-013014.
ADJOURNMENT
to the regular City Council meeting on May 18, 2021, at 5:00 p.m., via teleconference and in the
Council Chambers.
Materials provided to the City Council related to any open-session item on this agenda are available for public
review, please contact the Office of the City Clerk at cityclerk@chulavistaca.gov or (619) 691-5041.
Sign up at www.chulavistaca.gov to receive email notifications when City Council agendas are published online.
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May 11, 2021 File ID: 21-0118
TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING A GRANT FROM
COMMUNITY CONGREGATIONAL DEVELOPMENT CORPORATION (CCDC) IN THE AMOUNT OF $450,000;
AMENDING THE FY 2020/2021 CIP PROGRAM BUDGET BY ESTABLISHING A NEW CIP PROJECT, GGV0260
“NORMAN PARK SENIOR CENTER IMPROVEMENTS”; AND APPROPRIATING FUNDS THEREFOR (4/5 VOTE
REQUIRED)
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
Parks and Recreation has applied for and was awarded a grant of $450,000 by the Community
Congregational Development Corporation (CCDC). This grant is to fund upgrades to Norman Park Senior
Center outdoor recreational areas: the Norman Park Annex will be renovated by removing the existing,
outdated, indoor fitness center and shuffleboard courts and adding a multi -use court that will be used for
many different activities including pickleball; replacing the horseshoe pits in the park with bocce ball courts;
and adding night lighting to the outdoor fitness area.
ENVIRONMENTAL REVIEW
The Development Services Director has reviewed the proposed project for compliance with the California
Environmental Quality Act (CEQA) and has determined that the project qualifies for a Categorical Exemption
pursuant to State CEQA Guidelines Section 15301 Class 1 (Existing Facilities), Section 15302 Class 2
(Replacement or Reconstruction), Section 15303 class 3 (New Construction or Conversion of Small
Structures), and Section 15304 Class 4 (Minor Alterations to Land) because the proposed actions would not
result in a significant effect on the environment, create a cumulative impact, damage a scenic highway, or
cause a substantial adverse change in the significance of a historical resource. Thus, no further environmental
review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
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DISCUSSION
The Norman Park Senior Center has needed multiple renovations as it nears 60 years of service to our Senior
Citizen Community. The City has recently invested into the interior space of the center, but many of the
outdoor amenities are no longer up to the standards or fit the needs of the ever-changing community.
The outdoor annex houses an indoor fitness center and 3 shuffleboard courts, of which are seldomly used.
There are also 2 outdoor horseshoe pits adjacent to the annex that are similarly rarely used.
The City recently installed a new outdoor fitness area specifically designed for older adults to use their own
body weight for resistance and has allowed us to create new free programs like cross training for our
community. This open-access fitness area is not lighted and is only accessible during daylight hours.
The Community Congregational Development Corporation (CCDC) is committed to supporting the vital work
of nonprofit organizations and government entities serving older adults and seniors in Chula Vista and the
broader South Bay region affected by the coronavirus. CCDC communicated with the City of an opportunity
for grant funding through their corporation. Organizations may apply for funding on a rolling basis to support
programs and activities that support older adults and seniors, as well as general operating support. Parks
and Recreation applied for, and was awarded, a $450,000 grant to deliver a renovation project for the
outdoor recreational amenities at Norman Park Senior Center.
The grant funding would be used to add lighting above the fitness equipment so that our community can
safely utilize the space for the duration of the park hours, and not just during daylight hours. The funding
would also transform our outdoor annex from a redundant and run down fitness center and shuffleboard
courts to 2 multipurpose courts that can be utilized for pickleball and outdoor programs, such as yoga,
senior wellness, badminton, senior volleyball, or group exercise. This change will greatly expand the
programs and free wellness opportunities. Lastly, we are seeking to convert the outdoor horseshoe pits
into bocce ball courts. This popular game is a great way for our users to stay active and socialize, as well as
entice new users.
All three projects would significantly enhance the ability for the Norman Park Senior Center to positively
affect the health, wellness, and social interactions of our older adults in the South Bay.
DECISION-MAKER CONFLICT
Staff has reviewed the property holdings of the City Council and has found that, Mayor Salas has real property
holdings within 1,000 feet, but beyond 500 feet, of the boundaries of the property which is the subject of this
action. Staff has determined that, pursuant to California Code of Regulations Title 2, sections 18700 and
18702.2(a)(8), this item does not present a disqualifying real property-related financial conflict of interest
under the Political Reform Act (Cal. Gov't Code § 87100, et seq.) for the above-identified member.
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
All costs associated with the project, up to $450,000, will be offset by the grant award from CCDC.
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ONGOING FISCAL IMPACT
Routine maintenance of the new amenities will be required at no additional cost to the general fund. There
will also be no additional impacts to the general fund for operational costs.
ATTACHMENTS
None.
Staff Contact: Tim Farmer, Parks & Recreation Administrator
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COUNCIL RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING A GRANT FROM COMMUNITY
CONGREGATIONAL DEVELOPMENT CORPORATION
(CCDC) IN THE AMOUNT OF $450,000; AMENDING THE FY
2020/2021 CIP PROGRAM BUDGET BY ESTABLISHING A
NEW CIP PROJECT, GGV0260 “NORMAN PARK SENIOR
CENTER IMPROVEMENTS;” AND APPROPRIATING FUNDS
THEREFOR
WHEREAS, the Norman Park Senior Center needs multiple renovations as it nears 60
years of service to our Senior Citizen Community; and
WHEREAS, the City has recently invested in the interior space of the center, but many of
the outdoor amenities are no longer up to the standards or fit the needs of the ever-changing
community; and
WHEREAS, the outdoor annex houses an indoor fitness center and 3 shuffleboard courts,
which are seldomly used; and
WHEREAS, there are also 2 outdoor horseshoe pits adjacent to the annex that are rarely
used; and
WHEREAS, the City recently installed a new outdoor fitness area specifically designed
for older adults to use their own body weight for resistance and has allowed us to create new free
programs like cross training for our community; and
WHEREAS, this open-access fitness area is not lighted and is only accessible during
daylight hours; and
WHEREAS, the Community Congregational Development Corporation (CCDC) is
committed to supporting the vital work of nonprofit organizations and government entities
serving older adults and seniors in Chula Vista and the broader South Bay region; and
WHEREAS, CCDC notified the City of an opportunity for grant funding through its
corporation, and
WHEREAS, City Parks and Recreation staff applied for a $450,000 grant to deliver a
renovation project for the outdoor recreational amenities at Norman Park Senior Center, and
CCDC awarded the grant to the City; and
WHEREAS, the grant funding would be used to add lighting above the fitness
equipment, transform our outdoor annex from a fitness center and shuffleboard courts, to two
multipurpose courts that can be utilized for pickleball and outdoor programs, and to convert the
outdoor horseshoe pits into bocce ball courts.
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Resolution No. _________
Page 2
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula
Vista, that it hereby accepts a grant in the amount of $450,000 from the Community
Congregational Development Corporation (CCDC), amends the FY2020/2021 CIP program
budget accordingly, establishes a new CIP project, GGV0260 “Norman Park Senior Center
Improvements,” and appropriates funds therefor.
Presented by
Tracy Lamb
Director of Community Services
Approved as to form by
Glen R. Googins
City Attorney
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May 11, 2021 File ID: 20-0342
TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING EXECUTION OF A
MASTER COMMUNICATIONS SITE LICENSE AGREEMENT WITH CROWN CASTLE TOWERS 06-2 FOR
WIRELESS TELECOMMUNICATIONS FACILITIES ON PUBLIC PROPERTY
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
The City currently is under agreement with eight cell service and/or tower providers for macro cell towers.
A new company, Crown Castle Towers 06-02 (Crown Castle), has approached the City requesting to construct
macro cell tower facilities on City-owned property. Crown Castle proposes to construct, own, and maintain
macro cell towers which they will market to cell providers to operate. The purpose for these proposed
towers is to improve service in specific areas of the City. Currently the company is only proposing one tower,
but the agreement provides for up to 25 over the life of the agreement (up to 30 years).
ENVIRONMENTAL REVIEW
The Development Services Director has reviewed the proposed activity for compliance with the California
Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined under
Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment;
therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA.
Thus, no environmental review is required. Although environmental review is not required at this time, once
the scope of potential individual projects has been defined, environmental review will be required for each
project and the appropriate environmental determination will be made. In addition, notwithstanding the
foregoing, the Development Services Director has also determined that the “Project” qualifies for an
Exemption pursuant to Section 15061(b)(3) of the California Environmental Quality Act State Guidelines.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
On March 18, 1997, the City Council approved Resolution 18601, conceptually approving the marketing of
City properties for use by telecommunications companies. On September 16, 1999, th e City Council
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approved Master License Agreements (MLA) with AT&T and Cox PCS, Assets, LLC, for installation and
operation of as many as 50 wireless communication sites on property owned or controlled by the City. The
City also approved an MLA with Pacific Bell Wireless, LLC for as many as 25 sites in November 2002, with
Cricket for as many as 35 sites in February 2006, with the New Cingular (AT&T) for as many as 25 sites in
July 2007 and T-Mobile for 25 sites in December 2007. In 1998, when the City began negotiations, City
Council directed staff to negotiate rates that would provide wireless carriers an incentive to come to Chula
Vista. It was City Council’s desire to see Chula Vista’s commercial and residential consumers have the
opportunity to be early adopters of the technology and benefit from the competition of multiple carriers.
Staff reached out to the industry, held workshops, and invited them to the City to structure “master”
agreements that would provide prompt entry at below-market rates. Twenty years later, now that the latest
telecommunication technology is readily available to Chula Vista consumers, City Council requested that staff
balance the goals of ensuring that the City continues to attract state of the art, competitive service options
for consumers with market rate lease payments for City sites. City Council also requested that staff
emphasize co-location, stealth installations, and other methods or reducing visual impacts.
Additionally, over a relatively short period of time, the technology has evolved from a unique business tool,
used by a few people, primarily in commercial areas, to a common business and household convenience used
almost everywhere by almost everyone. That has put tremendous demand on sites in predominantly
residential areas with few site options. The increase in sites to cover the varied topography of a growing city
increases exponentially by: 1) the limitations that each site can carry during peak periods, 2) the increased
intensity of bandwidth use for items such as video, internet, and music uses versus the original voice
functions, and 3) the desire to accommodate more carriers with the expectation of fostering greater
consumer choice, competition for price and service quality. The public demand for these services continues
to grow and all of these issues place a greater demand on sites, particularly in residential neighborhoods.
City staff has worked with industry for many years on a “Master License Agreement” (MLA) approach to
reduce the pressure on siting these facilities in less appropriate areas.
The MLAs provide the City with an opportunity to work cooperatively with the carriers to expedite their
projects, provide the coverage needed to meet public demand, provide incentives to pursue sites that have
the least impact to residents, and meet the aesthetic and safety goals of the community, while capturing
revenue that helps the City fund public services at no additional cost to the ratepayer. Above all, the wireless
industry values rapid deployment, and works with the City to accommodate the community’s objectives
based predominantly on our ability to demonstrate a record of timely zoning and construction approvals
that support that goal.
MASTER LICENSE AGREEMENT: The MLA allows Crown Castle to install up to 25 wireless telecommunications
facilities (WTF) on property owned and/or controlled by the City and to operate within the scope of this MLA
for a period of five years. The MLA allows for up to five additional five-year terms, each with the written
request of Crown Castle Wireless and the subsequent written approval of the City. Prior to the renewal of
each five-year term, the annual license fee is subject to renegotiation to ensure that the City is receiving
market value for its facilities. Crown Castle has completed that negotiation on what staff considers to be
mutually beneficial terms. Crown Castle annual license fees vary based on the number of cabinets and
antennae at each site and the footprint of the site. The annual fee for each WTF site that includes as many as
7 equipment cabinets and 12 antennas would be adjusted as follows:
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Macro Site Annual
Fee*
Cabinets Only
Annual Fee
Antennae Only
Annual Fee
Options Annual Fee**
2021 $30,000.00 $18,000.00 $12,000.00 $4,944.00
2022 $30,900.00 $18,540.00 $12,360.00 $5,092.32
2023 $31,827.00 $19,096.20 $12,730.80 $5,245.09
2024 $32,781.81 $19,669.09 $13,112.72 $5,402.44
2025 $33,765.26 $20,259.16 $13,506.11 $5,564.52
2026 $34,778.22 $20,866.93 $13,911.29 $5,731.45
2027 $35,821.57 $21,492.94 $14,328.63 $5,903.39
2028 $36,896.22 $22,137.73 $14,758.49 $6,080.50
2029 $38,003.10 $22,801.86 $15,201.24 $6,262.91
2030 $39,143.20 $23,485.92 $15,657.28 $6,450.80
* Maximum 10’x20’ area standard enclosure or a15’x30’ area non-standard where a backup generator is included in enclosure footprint and
site conditions allow the additional size
**Approximately 3’x3’x3’ or 27 cubic feet cabinet and up to (3) three standard antennae.
In some instances, Crown Castle will require a site for antennas or cabinets only. Staff has also included a
rent option for a smaller site configuration that other carriers have requested in the past and expect to use
frequently. The annual license fee for those facilities will be less than a full site as identified in the table
above. The MLA would also continue to include a clause that reduces these rates by as much as 40% with
Crown Castle and other contractors if they propose projects that underground the cabinets and pedestals or
take other similar measures to reduce the impacts to land use.
Crown Castle is required to comply with all local, state and federal applicable laws. The Schedule of Premises
(SOP) shall be administratively approved for each site and contain specific conditions that must be satisfied
and maintained in order to use the wireless facility. Crown Castle shall continue to pay the appropriate full
staff costs for processing each submittal. All of Crown Castle’s construction, installation, maintenance, and
removal of the WTF facilities will be at their sole responsibility and cost. If Crown Castle causes any damage
to the public right of way or City property, they are required to repair it promptly at their sole cost. Crown
Castle will not be allowed to activate their site until the City signs off on final construction. The original MLA,
the Schedule of Premises for each site, and the City’s Municipal Code provide for a number of risk mitigation
measures for the City including: indemnity; insurance requirements; limitation on remedies available to
Crown Castle in the event of a City breach; and reservation of the City’s emergency and police powers.
IMPACTS ON CITY PROPERTY: The installations will vary depending on the site. As mentioned, Crown Castle
will be required to obtain all applicable permits (land use, building, engineering etc.) and work closely with
City departments to assure that they do not interfere with City operations or facility maintenance. The three
primary types of installations are building mounted, ground mounted, and light standard mounts. Building
mounted installations generally involve mounting antennas on the facade or on the roof of the building, in
addition to accommodating equipment cabinets on the ground or on the roof. Ground mounted applications
involve construction of a “monopole” or more stealth applications where the monopole is camouflaged as an
artificial pine, broadleaf or palm tree, flagpoles or complimentary structures such as clock towers or facility
signs. In this case the cabinets are generally mounted on a concrete slab adjacent to the antenna structure.
The largest size cabinet systems with a backup generator use an area of approximately 15 by 30 feet. Both
applications will require some trenching and cabling. The ins tallations will require maintenance and
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administration on a limited basis. Staff will encourage Crown Castle to take advantage of reductions in
monthly site payments by undergrounding the cabinets and other structures whenever possible.
FINANCIAL BENEFITS: Crown Castle will be compensating the City for use of each site by paying an annual
license fee to the City General Fund for each system installed. Crown Castle annual license fee for a typical
site that includes both antennas and cabinets is approximately $30,000. The MLA authorizes as many as 25
WTF facilities by Crown Castle. The annual fee increases by 3% a year beginning January 2022 and is subject
to renegotiation prior to the renewal of each five-year term to ensure the City is receiving market rate rent.
Staff will also work with Crown Castle and other carriers to implement basic facility improvements or
enhancements at each site to help them compliment the facilities’ function when the construction and
demolition or site programming warrant it. For example, it is common for WTF equipment shelters to
provide extra storage for Recreation or the Library, a pad for water fountains, vending machines or other
amenities not currently available in that part of the facility. It is also common for light standards to be
replaced or upgraded when antennae are added. These improvements are typically in addition to the lease
payments.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware and has not been informed by any city Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
This action in and of itself will have no fiscal impact in the current fiscal year. Revenue generated out of
subsequent site approvals will generate approximately $30,000 per year per site in the fiscal year in whic h
they become operational.
ONGOING FISCAL IMPACT
Revenue generated out of individual site approvals based upon this agreement will generate approximately
$30,000 per year per site in the fiscal year in which they become operational.
ATTACHMENTS
1. Proposed Crown Castle Master Communications Site License Agreement
Staff Contact: Rick Ryals, Real Property manager
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AUTHORIZING EXECUTION OF A MASTER
COMMUNICATIONS SITE LICENSE AGREEMENT WITH
CROWN CASTLE TOWERS 06-2 FOR WIRELESS
TELECOMMUNICATIONS FACILITIES ON PUBLIC
PROPERTY
WHEREAS, the City of Chula Vista currently has agreements with eight cell service
and/or tower providers for the construction operation and maintenance macro cell towers that
service to the citizens of the City; and
WHEREAS, the City has been approached by Crown Castle Towers 06-02 (Crown)
requesting to construct macro cell tower facilities on City owned property to improve service in
specific areas of the City; and
WHEREAS, the proposed agreement with Crown is consistent with the City’s existing
agreements with other providers; and
WHEREAS, each cell tower that is constructed under the proposed agreement will be
subject to individual review approval by the City and each tower that is approved and
constructed each will generate approximately $30,000 in revenue per year.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula
Vista, that it approves the Master Communications Site License Agreement between the City and
Crown Castle Towers 06-02, in the form presented, with such modifications as may be required
or approved by the City Attorney, a copy of which shall be kept on file in the Office of the City
Clerk, and authorizes and directs the Mayor to execute same.
Presented by
Eric Crockett
Deputy City Manager
Approved as to form by
Glen R. Googins
City Attorney
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MASTER COMMUNICATIONS SITE LICENSE AGREEMENT
THIS MASTER COMMUNICATIONS SITE LICENSE AGREEMENT (“License”) dated as of
________________, 20__ (“Effective Date”), is entered into between CROWN CASTLE TOWERS 06-2 LLC, a
Delaware limited liability company ("Crown''), and the CITY OF CHULA VISTA, A MUNICIPAL
CORPORATION ("City") with reference to the following facts.
A. Crown wishes to attach, install, erect, operate, and maintain up to twenty-five (25) various unmanned
wireless telecommunications facilities, or substantially similar facilities, on public property under the ownership
and/or control of the City for purposes of providing wireless communications services.
B. City is willing to allow Crown to attach, install, erect, operate and maintain the Facilities subject to the
terms and conditions set forth herein and in the site specific Schedule of Premises.
NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which are hereby
acknowledged, the parties agree to the following covenants, terms, and conditions:
1. DEFINITIONS:
1.1. Licensed Premises or Premises: The City owns in fee, or controls through easement or other rights,
certain real property located in the City of Chula Vista, California. If approved by the City in accordance with this
License, portions of such property may be described in a Schedule (defined below) . The property described in
such City-approved Schedules will constitute and be described and herein as the "Licensed Premises" or
"Premises." Licensed Premises may include any appurtenant property the City owns, or controls on which Crown
installs utility and transmission lines with City's prior City approval pursuant to Section 2.4 below.
1.2. Schedule: Each Schedule of Premises (“Schedule”) shall be substantially in the form attached hereto
as Exhibit B and shall include the description of the specific Crown Improvements (defined below), its
configuration, and the site specific conditions necessary for approval (hereinafter "Conditions of Approval"). Both
parties agree that Schedules may be added or deleted by City from time to time subject to and in accordance with
the provisions of this License, including but not limited to Section 5.3 regarding Governmental Approvals. No
more than 25 Schedules may be in effect at any one time under this License. Both parties agree that the City may
add to, delete, or modify the Conditions of Approval at any time during the term of this License to advance a
legitimate and reasonable governmental interest.
1.3. Pre-existing Communications: "Pre-existing Communications" shall be defined as those
communications configurations, equipment, and frequencies which exist on City's property or are in use by the
City as of the original date of construction of the Crown Improvements covered by an applicable Schedule.
l .4. Crown Improvements or Crown's Improvements: “Crown Improvements” or “Crown’s
Improvements” shall be defined as a wireless communications facility, including tower structures, antenna support
structures, cabinets, meter boards, buildings, antennas, cables, equipment and uses incidental thereto, that are
approved by the City in accordance with this License and which are located or proposed to be located per this
License on the Licensed Premises. A typical example of the facilities comprising the Crown Improvements is set
forth in Exhibit A, attached hereto. Crown Improvements shall exclude light standards or poles located in City
rights-of-way, whether or not said light standards or poles are installed by City or Crown. Such excluded
improvements shall be owned by City.
1.5. Commencement Date: Upon execution hereof by all parties hereto the Commencement Date of this
License shall be the Effective Date. The Commencement Date of this License with respect to each individual
Licensed Premise shall be as specified in each related Schedule.
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2. PREMISES AND LICENSED USES
2.1. Grant of License. Subject to the terms and conditions of this License and each Schedule, City hereby
grants to Crown an exclusive license to access and use the Premises depicted in a City-approved Schedule solely
for the use identified in this License.
2.2. Use. The Premises may be used by Crown solely for the construction, repair, maintenance, and
operation of City-approved Crown Improvements.
2.3. As-Is. Crown has inspected the Licensed Premises and agrees to accept the Licensed Premises "AS-
IS," "WHERE-AS," and "WITH ALL FAULTS" on the date hereof. THE PARTIES DO NOT MAKE ANY
WARRANTIES, EXPRESS OR IMPLIED, WITH RESPECT TO THIS LICENSE, THE LICENSED
PERMISES, OR THE REAL PROPERTY OR PROPERTY INTERESTS.
2.4. No Additional Rights or Interests. City’s execution of this License does not: (i) confer any right or
interest on Crown other than those rights or interests expressly granted to Crown in this License, as such rights or
interests are limited and qualified herein; or (ii) create or impose any obligation whatsoever on City with respect
to the Licensed Premises, except as expressly provided herein.
2.5. Pre-Construction; Testing. After obtaining prior written approval of the City, Crown may, at any
time following the full execution of this License and prior to the Commencement Date under each Schedule, enter
the Premises for the purpose of making inspections, engineering surveys (and soil tests where applicable), and
other reasonably necessary tests (collectively "Tests") to determine the suitability of the Premises for Crown
Improvements and for the purpose of preparing for the construction of Crown Improvements at no expense to City.
During any Tests or pre-construction work, Crown shall have the insurance coverage set forth in Section 4.4,
Insurance, and agrees to defend, indemnify, and hold harmless the City Parties as provided in Section 4.3. Crown
shall provide the City with prior notice of any proposed Tests or pre-construction work and will coordinate the
scheduling of same with City. Crown, at Crown's sole cost and expense, will restore the Premises to the same
condition as existed prior to any such Tests or pre-construction work by Crown.
2.6. Installation of Crown Improvements.
2.6.1. In General. Subject to the terms and conditions in this License and each Schedule, City grants to Crown
the right to construct, maintain, and operate Crown Improvements on the Licensed Premises for the use identified
in Section 2.2. Crown shall perform all construction and installation work at Crown's sole cost and expense and
in a good and workmanlike manner. Title to Crown Improvements shall be held by Crown, and all Crown
Improvements shall remain the personal property of Crown and shall not be treated as real property or become a
part of any Premises even though affixed thereto. Prior to installation and operation of any Crown Improvements,
Crown must obtain any and all required federal, state, and local permits required for such installation and operation.
Crown acknowledges and agrees that City permits required include, without limitation, building permits and an
City-approved Schedule. City shall exercise reasonable efforts to process Schedule applications within forty-five
(45) days after the submittal of a completed application. In addition, except in the event of an emergency, all work
shall be scheduled in advance and coordinated with parks operations personnel, onsite recreational staff, Public
Works, Engineering, or other City staff as appropriate prior to commencement of the work to minimize the
potential for conflicts with City programs or activities occurring on the site. Crown agrees that the site will not be
activated until the City has inspected and approved final construction, which shall not be unreasonably withheld,
conditioned, or delayed. Absent such inspection and approval within a reasonable time period, Crown may appeal
to the City Manager.
2.6.2. Location of Crown Improvements. The location of Crown Improvements on the Licensed Premises
shall be subject to the Zoning Administrator's prior approval. In deciding whether to approve a location, the Zoning
Administrator may take into consideration, among other things, the City's goal to assure that wireless
telecommunication networks are completed with the fewest possible facilities, in the least visible fashion, and with
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the least disruptive impact on neighborhoods and communities within the City of Chula Vista. For example,
denying or conditionally approving a location to preserve and enhance the aesthetic qualities of the City of Chula
Vista shall not be deemed unreasonable. City approval shall be deemed given once the Zoning Administrator has
approved the Schedule of Premises with associated Conditions of Approval. If a proposed schedule is denied,
Crown may appeal to the City Manager, whose decision will be final. It is understood that both parties will work
together to find the optimum location for Crown's antennas on the Licensed Premises that have the least impact to
City and private property.
Crown agrees to reimburse City for the reasonable costs, including reasonable administrative overhead, of
processing the approval of each Schedule. The process for reimbursement shall be conducted in the same or similar
manner as the City's processing of a non-administrative conditional use permit.
2.6.3. Utilities. Subject to the terms and conditions of this License and each Schedule, Crown may install
utilities which are necessary for the operation of Crown Improvements, at Crown’s sole expense, and to improve
the present utilities on or near the Premises (including, but not limited to the installation of emergency back-up
power). Crown shall fully and promptly pay for any and all utilities furnished to the Premises for the use, operation,
or maintenance of Crown Improvements. Payment of all costs for deactivating and removing said utilities,
including any costs, which would survive the Term of said License or Schedule, shall be the exclusive obligation
of Crown. Crown Improvements shall include separate utility meters.
2.6.4. Compliance with Laws. Crown and all of its employees, agents, and contractors shall comply with
all applicable federal, state, and local laws in their use of the Premises, occupancy of the Premises, installation and
operations of Improvements upon the Premises. The foregoing shall include but not be limited to installing
improvements in or near the public right-of-way in accordance with the Americans with Disabilities Act for
minimum clearance and public use of sidewalk areas.
2.6.5. Restoration. If any City facility or property, or any third-party property, is disturbed or damaged in
the course of installation, maintenance, operation, or repair of any Crown Improvement, Crown shall immediately
repair, restore, or replace said property. Any repair, restoration, or replacement of a City facility or property shall
be completed to the satisfaction of the City Engineer.
2.6.6. Maintenance. Maintenance of the Crown Improvements shall be the sole responsibility of Crown, and
Crown agrees to keep all Crown Improvements in good condition and repair during the entire Term of this License
and each Schedule.
2.6.7. Modifications. Crown shall have the right to make replacements, modifications, repairs, or upgrades
to Crown’s Improvements that are “like for like” or substantially similar in size, weight, and dimension, at any
time during the Term of this License, with notice to the City but without City’s approval. All other modifications
to Crown’s Improvement shall require City’s consent, not to be unreasonably withheld, conditioned, or delayed.
2.7. Access.
2.7.1. Subject to the terms and conditions of this License and each Schedule, City will use reasonable efforts
to provide Crown and Crown employees, agents, contractors, and subcontractors with access to the Premises for
the agreed-upon use, at no charge to Crown. Crown's exercise of such rights shall not cause undue inconvenience
to City.
2.8. Interference with Communications.
2.8.1. Crown acknowledges and agrees that its improvements at any given Premises shall not interfere with
Pre-existing Communications (determined with respect to such Premises at the date the Crown Improvements
covered by each individual Schedule for such Premises were originally constructed). Crown agrees and
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acknowledges that all of its improvements shall comply with all noninterference rules of the Federal
Communications Commission ("FCC").
2.8.2. Any radio equipment installed by Crown on the Premises shall be frequency compatible with all radio
transmitting and receiving equipment existing and in use on the Premises at the time initial installation of such
equipment is made. In the event Crown installation electronically or physically interferes with City’s installation
already existing on the Premises, Crown shall take all necessary steps, at its own cost and expense, to eliminate
such interference, whether so required by the FCC or not.
2.8.3. Except to the extent necessary to: (a) install, operate, or maintain public improvements, (b) respond to
emergency, (c) perform a municipal service or function, or (d) advance a legitimate and reasonable governmental
interest, the City shall not knowingly interfere with the location, configuration, frequency, or operation of Crown
Improvements except in the case of Pre-Existing Communications that do not materially change their power level,
frequency, or location. In the event any equipment installation by City made subsequent to Crown's installation
causes interference with the location, configuration, frequency, or operation of Crown Improvements, City shall
exercise reasonable efforts to eliminate such interference after learning of such interference, whether required by
the FCC or not.
2.8.4. Notwithstanding any other provision in this License to the contrary, in the event of an emergency, City
shall have the right, in its sole discretion, to take such action it determines in its sole discretion is necessary under
the circumstances to address the emergency, even though such actions may cause interference with Crown
Improvements or the operation thereof. If City must take action which causes or may cause interference, City shall
endeavor to (a) give Crown oral notice of such action as quickly as practicable and (b) to the extent practicable
under the circumstances, upon notice by Crown of the existence of interference, minimize the duration and extent
of such interference.
2.8.5. City shall have the responsibility to cooperate with Crown to identify and remedy to the extent
reasonably necessary, any interference with the communications operations of Crown described in Sections 2.8.3
and 2.8.4, above.
2.8.6. Subsequent to the installation of Crown Improvements, City shall not permit its licensees or future
licensees to install new equipment on the Licensed Premises or property contiguous thereto owned or controlled
by City, if such equipment is likely to cause interference with Crown's operations. Crown shall cooperate in good
faith with City to determine whether such interference is likely to be caused by the prospective future licensee. For
purposes of this Section 2.8, the existence of electronic and physical interference shall be reasonably determined
by City and Crown. In the event Crown reasonably determines the likelihood of interference by newly installed
facilities, City shall direct the party installing such facilities to meet and confer with Crown in order to develop an
approach or design that eliminates or materially reduces the potential for interference. Notwithstanding the
foregoing, Pre-existing Communications operating on the original date of construction of the Crown Improvements
that do not measurably change from this power level, frequency or location on the original date of construction of
the Crown Improvements shall not be deemed to be interfering at any time.
2.8.7. Crown agrees to notify immediately the Director of Public Works of the City of any changes in Crown
frequencies to be used at the Premises.
2.9. Liens. Crown shall keep the Premises free and clear of any and all liens or claims of liens, claims, and
charges on account of any work performed or any other act or omission related to this License or any Schedule. If
Crown fails to comply with the foregoing sentence, the City shall have the right, but not the obligation, to discharge
any or all such liens, claims, or charges, and Crown shall, upon demand therefor, reimburse City for all costs and
expenses incurred by City relating thereto.
2.10. Removal of Crown Improvements; Damage or Destruction.
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2.10.1. Upon expiration, cancellation, or termination of this License or any Schedule, Crown shall be
responsible for: (a) removing from the Premises at its sole cost, all Crown Improvements except those which the
parties agree shall not be removed or shall be transferred to City, (b) repairing, at its sole cost, all damage caused
by such removal, and (c) surrendering the Premises to City in the Premises’ original condition, ordinary wear and
tear and damages caused by third parties excepted. Said return of Premises in their original condition shall include
Crown’s remediation of any hazardous or toxic material discharge at the Licensed Premises caused by Crown or
its employees, contractors, or agents and such remediation shall be to the reasonable satisfaction of the City.
2.10.2. Within thirty (30) days after the date this License or an applicable Schedule expires or otherwise
terminates, Crown at its sole expense shall remove all Crown Improvements from the affected Premises; provided
that if five or more Schedules expire or terminate contemporaneously, then Crown shall have a reasonable amount
of additional time to remove the affected Crown Improvements so long as Crown is diligently proceeding with
removal. Any Crown Improvements remaining on affected Premises beyond the time period available for removal
as set forth above shall, at the sole discretion of the City, either (a) in whole or in part become City property (b) in
whole or in part be removed and disposed of by City, with the reasonable costs of said removal and disposal,
including reasonable administrative overhead, to be reimbursed to City by Crown within ten (10) days after Crown
receives City's request for reimbursement together with reasonable evidence of the cost.
2.11. Termination.
2.11.1. Reserved.
2.11.2. This License may be terminated by Crown for any or no reason by delivering eighteen (18) months’
written notice to City. City may terminate this License or any specific Schedule at any time after the initial five
(5) year term of this License, upon eighteen (18) months’ written notice in the event City determines that all or
any of the Licensed Premises are needed by City for public purposes. From and after the date the above described
exercise notice is delivered to the other party until the effective date of termination, Crown shall have no right to
receive any further Schedule attachments to add Licensed Premises that were not approved prior to delivery of the
Exercise Notice.
2.11.3. Crown shall have the right to terminate a Schedule on thirty (30) days’ prior written notice to City (or
any shorter notice expressly set forth below), if:
a. Crown delivers to City such thirty (30) day written notice at any time prior to the Commencement Date
under such Schedule for any reason or no reason.
b. Crown determines at any time after the Commencement Date under such Schedule that any
governmental or non-governmental license, permit, consent, approval, easement or restriction waiver
that is necessary to enable Crown to install and operate Crown Improvements cannot be obtained at
acceptable expense or in an acceptable time period.
c. Crown determines at any time after the Commencement Date under such Schedule that the Premises are
not appropriate or suitable for Crown operations for economic, environmental or technological reasons,
including without limitation, any ruling or directive of the FCC or other governmental or regulatory
agency, or problems with signal strength or interference not encompassed by Section 2.11.3.d. below;
provided that if Crown exercises the right to terminate under this subsection, Crown shall pay City (or
City may deduct from any rebate funds due Crown) as a termination fee twenty-five percent (25%) of
the then Annual Fee for the subject Premises;
d. Any Pre-existing Communications, or any communications facilities or other structures of any kind now
or hereafter located on or in the vicinity of the subject Premises, interfere with the location,
configuration, frequency or operation of Crown Improvements and Crown is unable to correct such
interference through reasonably feasible means.
e. City commits a default under this License with respect to such Schedule and fails to cure such default
within the thirty (30) day notice period, provided that if the period to diligently cure takes longer than
thirty (30) days and City commences to cure the default within the thirty (30) day notice period, then
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City shall have such additional time as shall be reasonably necessary to diligently effect a complete
cure.
f. The Premises under such Schedule are totally or partially damaged, knocked down or destroyed from
any cause (other than due to Crown or its agent's negligence or willful misconduct) so as, in Crown
judgment, to hinder Crown normal operations and City does not provide to Crown within ten (10) days
after the casualty occurs a suitable temporary location site for Crown Improvements pending repair and
restoration of the subject Premises.
2.11.4. City shall have the right to terminate a Schedule if:
a. Crown commits a default under this License with respect to such Schedule and fails to cure such default
within (i) ten business days after Crown receives written notice of the default where the default is a
failure to pay the annual fee for the subject Premises when due, or (ii) 30 days after Crown receives
written notice of any other default and fails to cure such default, provided that if the period to cure takes
longer than 30 days and Crown commences to cure the default within the 30 day notice period, then
Crown shall have such additional time as shall be reasonably necessary to diligently effect a complete
cure. A violation of any term or condition of this License or any Schedule or a Schedule's Conditions
of Approval shall be deemed a default for purposes of this subsection;
b. The Premises are wholly or partially damaged or destroyed so as to interfere with Crown's normal
operations, City has no obligation to repair under 2.11.3. above and neither party elects to repair
pursuant to Section 2.11.3. above; or
c. The City Manager determines in good faith that there exists an immediate and substantial threat to public
health or safety, damage to public property, or other particular circumstances affecting the Premises
which cannot be rectified through means other than termination (such as temporary emergency cessation
of use by Crown pending corrective work), in which case termination shall take effect forty-eight (48)
hours after Crown receives written notice of termination setting forth the City Manager's determination
and the reasons therefor.
2.11.5. A Schedule shall automatically terminate as of the date when possession is delivered to any
governmental authority pursuant to the exercise of its power of eminent domain over the subject Premises of such
portion thereof as is sufficient, in Crown's good faith opinion, to render the Premises unsuitable for Crown's normal
operations, or pursuant to a transfer of the subject Premises or such portion thereof under threat or in lieu of exercise
of such power.
2.11.6. Upon termination of this License, neither party shall have any further rights, obligations or liabilities to
the other except: (a) with respect to provisions of the License which by their sense and context survive termination;
and (b) with respect to the rights and remedies of the parties relating to the period prior to termination. Upon
termination of any Schedule, neither party shall have any further rights, obligations or liabilities to the other
respecting such Schedule or the Premises thereunder except: (i) with respect to provisions of this License
applicable to such Schedule which by their sense and context survive termination; (ii) where termination is by
reason of breach or default of the other party; and (iii) with respect to the rights and remedies of the parties relating
to the period prior to termination.
3. TERM
3.1. Term.
3.1.1. The initial term of this License shall begin on the Effective Date and shall expire five (5) years after the
Effective Date, unless it is earlier terminated. The term of this License may be extended for up to five (5) additional
successive terms of five (5) years (each a "License Renewal Term") as provided in Section 3.1.3 below on the
same terms and conditions as set forth herein, except as the Annual Fee may be adjusted as provided in Section
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4.1, below. The initial term and any License Renewal Terms shall be referred to collectively herein as the “License
Term”.
3.1.2. The initial term for any City-approved Schedule shall begin on the Schedule Commencement Date, as
provided on the respective Schedule, and expire on the earlier of: (i) five (5) years after the Schedule
Commencement Date or (ii) expiration or termination of the License. Subject to the maximum total License Term
of thirty (30) years set forth above, and all other terms and conditions of this License and any Schedule, the term
of a Schedule may be extended by additional five (5) year terms (each a "Schedule Renewal Term") as provided
in Section 3.1.3 below on the same terms and conditions as set forth herein, except as the Annual Fee may be
adjusted as provided in Section 4.1, below. A Schedule’s initial term and any Schedule Renewal Terms shall be
referred to collectively herein as the “Schedule Term”.
3.1.3. To extend the License for a License Renewal Term, or a Schedule for a Schedule Renewal Term, Crown
must notify City in writing of its intention not to renew by no less than one hundred and eighty (180) days prior to
the commencement of the proposed succeeding License Renewal Term or Schedule Renewal Term, respectively.
After receipt of such notice, the City will determine, in its sole discretion, whether it agrees to such proposed
renewal term and will notify Crown of that determination. If City notifies Crown that it does not agree to a
proposed License Renewal Term, the License shall expire upon the last date of the current License term, unless
earlier terminated by either party in accordance with the provisions herein. If City notifies Crown that it does not
agree to a proposed Schedule Renewal Term, the Schedule shall expire upon the last date of the existing Schedule
term, unless the earlier terminated by either party in accordance with this License or any Schedule.
4. COMPENSATION AND LIABILITY
4.1. Payment.
4.1.1. In consideration for the use of each Licensed Premises identified in a Schedule, Crown agrees to pay
City (to be deposited in the City's general fund) an annual fee ("Annual Fee") per Licensed Premises during the
initial term of this License as follows:
a. Crown facilities that include seven (7) or more equipment cabinets, and twelve (12) or more Antennas,
in addition to necessary cables, electrical power, telephone service, and other necessary fixtures, in an
area no more than one hundred sixty (160) square feet (unless a larger area is approved by the City in
writing), for the period from the Commencement Date of this License through December 31, 2021, in
the amount of $32,000.00 per year ($2,666.00 per month); or
b. Crown facilities that include only up to seven (7) equipment cabinets, in addition to necessary
transmission cables, electrical power, telephone service and other necessary fixtures for the period from
the Commencement Date of this License through December 31, 2021, in the amount of $16,350.00 per
year ($1,362.00 per month); or
c. Crown facilities that include only up to twelve antennas approximately 72 inches in height, in addition
to necessary transmission cables, electrical power, telephone service, and other necessary fixtures for
the period from Commencement Date of this License through December 31, 2021, in the amount of
$14,450.00 per year ($1,204.00 per month); or
d. Crown facilities that include up to four (4) cabinets and six (6) antennae approximately 72 inches in
height in addition to necessary cables, electrical power, telephone service, and other necessary fixtures,
in an area no more than one hundred sixty (160) square feet, for the period from the Commencement
Date of this License through December 31, 2021 in the amount of $22,250.00 per year ($1,854.00 per
month); or
e. Crown facilities that include only up to two antennas approximately 72 inches in height, in addition to
necessary transmission cables, electrical power, telephone service, and other necessary fixtures and
limited to one above ground cabinet/pedestal of not more than 27 cubic feet, for the period from
commencement Date of this License through December 31, 2021, in the amount of $4,600.00 per year
($383.00 per month).
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f. The City may at its sole discretion decrease any of the fees listed above by up to forty percent (40%)
for under grounding cabinets or pedestals in a manner that by the City's sole judgment reduces the
impact to land use and/or aesthetics.
g. For each calendar year thereafter throughout the initial term, an amount equal to one hundred three
percent (103%) of the Annual Fee for the immediately preceding calendar year.
4.1.2. Upon written request of City or Crown, the Annual Fee for any Renewal Term shall equal the then fair
market rental rate (the "FMRR") that a willing licensee would pay and a willing licensor would accept for the use
of similar installation locations for similar telecommunications equipment for the same five (5) year period. The
FMRR shall be in the same amount for each of the Licensed Premises. If the City and Crown are unable to agree
on the FMRR within one hundred eighty (180) days prior to expiration of the term preceding a Renewal Term of
this License, then at the request of either party, both parties shall attempt in good faith to appoint a real estate
appraiser with at least five years' experience in the area in which the Licensed Premises are located to appraise and
set the FMRR. If the parties are unable to agree upon such an appraiser within fifteen (15) days after either party
requests appointment, then the parties agree that an appraiser shall be promptly determined in accordance with the
rules of the American Arbitration Association. Within thirty (30) days after the appraiser is selected, he or she
shall investigate and report to the parties in writing his or her determination of the FMRR. The appraiser may in
his or her sole discretion choose to meet with the parties and take testimony, and may extend the time for
determining the FMRR by not more than fifteen (15) days. The appraiser’s determination shall be final and non-
appealable, absent fraud. If Crown is dissatisfied with the determination of FMRR, then Crown shall have, as its
sole and exclusive remedy, the right to rescind its exercise of the option to renew and allow this License and the
then-existing Schedules to expire at the later of the end of the initial term of this License or ninety (90) days after
the appraiser issues his or her report on determination of the FMRR (the “Delayed Expiration Date”). The Annual
Fee during the period, if any, from and after expiration of the initial term of this License to the Delayed Expiration
Date shall be the FMRR, prorated for such time period. If the FMRR is not yet determined by expiration of the
initial term of this License, then Crown shall pay the Annual Fee at the at the immediately preceding year’s rate
pending such determination; and promptly after such determination the parties shall adjust such payment as
necessary to the Annual Fee rate as determined by the appraiser, or, if Crown elects to rescind its exercise of its
right to renew, City shall make a rebate as provided in Section 4.1.6 below. The parties shall share equally the
costs and fees of the appraiser. Notwithstanding the foregoing, in no event shall the Annual Fee for Licensed
Premises adjusted hereunder for any Renewal Term be less than one hundred three percent (103%) of the Annual
Fee for the Licensed Premises in the last year of the preceding term.
4.1.3. The Annual Fee for each Licensed Premises shall be set at the rate in effect for the calendar year in
which the Commencement Date for such Schedule occurs, and shall be adjusted on January 1 of each year
thereafter during the Term of the Schedule, beginning January l, 2021, according to the adjustment provisions of
Sections 4.1.1 and 4.1.2 above.
4.1.4. The Annual Fee shall be payable in advance on each January 1, except that any partial Annual Fee for
the first partial calendar year during the Term of any Schedule shall be payable in advance on the Commencement
Date of the subject Schedule. If the Commencement Date occurs other than January 1, and/or if the Term or final
Renewal Term ends on a date other than December 31, the Annual Fee shall be prorated for the first and last partial
calendar years during the Term or final Renewal Term, based on a 360-day year and 12 months of 30 days each.
4.1.5. If payment is not received by January 1, or the respective Commencement Date, a late fee of five percent
(5%) of the balance due will be assessed. In addition, interest will accrue at a rate of six percent (6%) per annum
until paid.
4.1.6. If a Schedule is terminated prior to December 31 of any year for any reason other than Crown’s default,
City shall rebate to Crown the unearned portion of the Annual Fee for the calendar year in which termination
occurs, provided that City may reduce any such rebate by (a) any termination fee owing to City under Section
2.11.3.c above and (b) those sums, if any, due from Crown under Section 2.11 above. City shall pay such rebate
within sixty (60) days after the effective date of termination. Whenever Crown is entitled to abatement of an
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Annual Fee under this License or any Schedule, City shall credit the amount of such abatement against the next
Annual Fees due from Crown; provided that if the amount of the abatement exceeds the total next Annual Fee (if
any) due for the Premises respecting which the abatement has arisen, City instead shall rebate to Crown the full
abatement amount within thirty (30) days after Crown delivers to City written request for such rebate.
4.1.7. Payments shall be made to The City of Chula Vista, Finance Department, 276 Fourth Avenue, Chula
Vista, CA 91910, or to such other place as City may from time to time designate by written notice to Crown,
Payments shall be accompanied by a description of payment, which identifies the sites for which payment is being
made.
4.2. Surety Bond. City shall have the right to require Crown to furnish a bond, or alternative acceptable
to City, to cover the faithful performance by Crown of its obligations under this License. If such a bond is required
by City, it shall be issued by a commercial bonding company which is authorized to transact surety insurance
business in the State of California and satisfactory to City; shall not be subject to termination or cancellation except
upon ninety (90) days' prior written notice by certified mail to City; shall be in such form and in such amount, not
to exceed $25,000.00, as City shall specify from time to time; and, subject to termination or cancellation as
foresaid, shall be maintained in full force and effect throughout the life of this License and until City, in its sole
discretion, determines that Crown has fulfilled all of its obligations under this License.
4.3. Hold Harmless.
4.3.1. Crown shall defend, indemnify, protect and hold harmless the City, its elected and appointed officers
and employees (each a “City Party”, collectively the “City Parties”), from and against any and all claims, suits,
legal actions or legal proceedings for damages, liabilities, costs and expenses (including without limitation
attorneys' fees) actually or allegedly relating to, arising out of, or in any way connected with: (i) any actions or
omissions of Crown or any of its employees, agents, contractors or others acting under the direction or control of
Crown (each a “Crown Party”) pursuant to this License or any Schedule; (ii) Crown’s breach of this License; (iii)
the occupation or presence upon the Licensed Premises by any Crown Party; (iv) the construction, installation,
maintenance or repair of any Crown Improvements; (v) the operation of Crown Improvements; (vi) any hazardous
materials laws or the release thereby of hazardous materials in connection with this License; or (vii) City's approval
or issuance of any Schedule or other permit or action, whether discretionary or non-discretionary, in connection
with the use contemplated herein. This section does not apply to claims arising from the sole negligence or sole
willful misconduct of a City Party. Crown's indemnification obligations shall include any and all costs, expenses,
reasonable attorneys' fees and liability incurred by City or any City Party in defending against such claims, whether
the same proceed to judgment or not. Further, Crown at its own expense shall, upon written request by the City,
defend any such Claims arising from Crown’s operations or conduct that are brought against the City or any City
Party.
4.3.2. It is agreed between the parties that the City assumes no responsibility or liability for loss, damage,
expenses or claims, whether direct or consequential, from (a) Crown's inability to use the Licensed Premises for
its intended purpose, contributed to or caused by the failure of existing facilities on which Crown Improvements
may be placed, inability to use the site, or otherwise, (b) Crown's use of any related access roads, (c) Crown's
operation of the Crown Improvements, or (d) the termination of the License by either party.
4.3.3. Costs of Defense and Award. Included in Crown’s obligations under this section is Crown’s
obligation to defend, at Crown’s own cost, expense and risk, any and all suits, actions, or other legal proceedings
that may be brought or instituted against one or more of the City Parties. Subject to the limitations in this Section,
Crown shall pay and satisfy any judgment, award or decree that may be rendered against one or more of the
Indemnified Parties for any and all related legal expenses and costs incurred by any of them.
4.3.4. Crown’s Obligations Not Limited or Modified. Crown’s obligations under this Section shall not be
limited to insurance proceeds, if any, received by the City Parties, or by any prior or subsequent declaration by the
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Crown. Furthermore, Crown’s obligations under this Section shall in no way limit, modify or excuse any of
Crown’s other obligations or duties under this License.
4.3.5. Enforcement Costs. Crown agrees to pay any and all costs City incurs in enforcing Crown’s obligations
under this Section .
4.3.6 Survival. Crown’s obligations under this Section shall survive the termination of this License.
4.4. Insurance. Crown, at its sole cost and expense, shall maintain in full force and effect at all times during
the Term of this License (including the period between the expiration hereof and Crown’s removal of the Crown
Improvements or other equipment from the Premises or appurtenant property), Comprehensive General Liability
or Commercial General Liability insurance covering bodily injury (including death), personal injury and property
damage. Limits shall be in an amount of not less than one million dollars ($1,000,000) per occurrence, and two
million dollars ($2,000,000) aggregate if applicable. Such insurance shall name the City, its officers, agents and
employees, individually and collectively, as additional insureds with respect to any covered liability arising out of
Crown's performance of work under this License. Throughout the Term of this License, Crown, at its sole cost and
expense, shall also maintain in full force and effect, insurance coverage for bodily injury (including death), and
property damage which provides total limits of not less than one million dollars ($1,000,000) combined single
limit per occurrence applicable to all owned, non-owned and hired vehicles/aircraft/watercraft. Additionally,
Crown shall maintain not less than fifty thousand dollars ($50,000) Fire Legal Liability on all real property being
licensed, including improvements and betterments owned by City. Crown shall also provide fire insurance on all
personal property contained within or on the Licensed Premises. The policy shall be written on a standard "all risk"
contract, excluding earthquake and flood. The contract shall insure for not less than ninety (90) percent of the
actual cash value of the personal property. Coverage shall be provided in accordance with the limits specified and
the Provisions indicated herein. Claims-made policies are not acceptable. When an umbrella or excess coverage is
in effect, coverage shall be provided in following form. Such insurance shall provide thirty (30) days’ advance
written notice of cancellation for any reason other than on-payment of premium in which even, a ten (10) days’
notice of cancellation shall apply. Crown shall be responsible for notifying the City of such change or cancellation.
4.4.1. Filing of Certificates and Endorsements. Prior to the commencement of any work pursuant to this
License, Crown shall file with the City the required original certificate(s) of insurance with endorsements, subject
to the City's prior approval, which shall clearly state all of the following:
a. Provide on a form approved by the City's Risk Manager, an original plus one (l) copy of a Certificate of
Insurance certifying that coverage as required has been obtained and remains in force for the period
required by the License.
b. All policies shall contain a special provision for thirty (30) days’ prior written notice of any cancellation,
except for non-payment of premium in which event a ten (10) days’ notice shall apply, to be sent to the
City's Risk Manager, 276 Fourth Avenue, Chula Vista, CA 91910, or to the address shown on the
Certificate of Insurance; and
c. That Crown's insurance is primary as respects any other valid or collectible insurance that the City may
possess, including any self-insured retentions the City may have; and any other insurance the City does
possess shall be considered excess insurance only and shall not be required to contribute with this
insurance.
d. City is an additional insured. The certificate(s) of insurance with endorsements and notices shall be
mailed to the City as the address specified in 4.4.1.b. above.
4.4.2. Workers' Compensation Insurance. Throughout the Term of this License, Crown, at its sole cost and
expense, shall maintain in full force and effect, insurance coverage for:
a. Statutory California Workers' Compensation coverage including a broad form all-states endorsement.
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b. Employer's Liability coverage for not less than one million dollars ($1,000,000) per occurrence for all
employees engaged in services or operations under this License.
Policy is to include a waiver of subrogation.
4.4.3. Insurer Criteria. Any bond or insurance provider of Crown shall be admitted and authorized to do
business in California and shall be rated at least AV in A.M. Best & Company’s Insurance Guide. Insurance
policies and certificates issued by non-admitted insurance companies are not acceptable.
4.4.4. Severability of Interest. Prior to the execution of this License, "Additional insured", "Cross liability,"
"severability of interest," or "separation of insured" endorsements/clauses shall be made a part of the commercial
general liability and commercial automobile liability policies.
4.4.5. Contractors' and Subcontractors' Insurance. Crown shall require that all contractors and
subcontractors obtain insurance meeting the limits set forth herein and shall furnish to the City copies of all
certificates evidencing such policies of insurance upon request.
4.4.6. Insurance and Indemnification Obligation. Crown's compliance with the insurance requirements
herein shall not excuse, replace, or otherwise affect Crown's duty to indemnify and defend the City pursuant to 4.4
of this License.
4.4.7. Except as may be specifically provided for elsewhere in this License, City and Crown hereby each
mutually waive and all rights of recovery from the other in event of damage to the premises or property of either
caused by acts of God, perils of fire, lightning, and extended coverage perils as defined in insurance policies and
forms approved for use in the State of California. Each party shall obtain any special endorsements, if required by
their insurer, to evidence compliance with the aforementioned wavier.
4.5. Nuisance. Crown shall not use the Licensed Premises in any manner, which, in the reasonable opinion
of the City, creates a nuisance or disturbs the quiet enjoyment of the surrounding area by persons in said area. City
reserves its rights to exercise its police powers and authority as they may apply to nuisance response and abatement,
as provided by City ordinance exclusive of any contract provisions.
5. MISCELLANEOUS
5.1. Possessory Interest. Crown shall pay personal property taxes end possessory interest taxes, if any,
and any other taxes assessed against the Crown Improvements or the Premises arising from the installation of the
Crown Improvements. Crown recognizes and understands that this License may create a possessory interest
subject to property taxation and that Crown may be subject to the payment of property taxes levied on such interest.
Crown further agrees that such tax payment shall not reduce any fee paid to City hereunder and that such tax shall
be paid by Crown before becoming delinquent. City has no responsibility or liability for any such tax.
5.2. Utility Users' Tax. Crown acknowledges and agrees that the wireless communication services utilizing
the Crown Improvements licensed hereunder are subject to the City's utility users’ tax ("Utility Tax") pursuant to
City's Municipal Code. Crown agrees to collect the tax from service users and remit such tax to the City in
accordance with the City's Municipal Code.
5.3. Governmental Approvals. Each Schedule under this License is conditioned upon Crown, or Crown's
assigns, obtaining all governmental permits and approvals enabling Crown, or its assigns, to construct and operate
mobile/wireless communications facilities on the Crown Improvements for that Schedule. Crown shall at its sole
cost and expense comply with all the requirements of all municipal, state, and federal authorities now in effect or
which may hereafter be in effect, which pertain to Crown's Improvements and use thereof. City shall have no
responsibility or liability for any such requirements Crown shall be responsible for obtaining any permits and
approvals from any agency having jurisdiction over Crown’s activities.
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5.4. Governing Law/Venue. This License shall be governed by and construed in accordance with the laws
of the State of California. Any action arising under or relating to this License shall be brought only in the federal
or state courts located in San Diego County, State of California, and if applicable, the City of Chula Vista, or as
close thereto as possible. Venue for this License, and performance hereunder, shall be the City of Chula Vista.
5.5. Signs. No signs shall be displayed on the Premises without the prior written consent of the City, not to
be unreasonably withheld, conditioned or delayed. Notwithstanding the foregoing, Crown may display signs on
the Premises as may be required by law.
5.6. License Administrators. For administrative purposes, any activity covered by this License, which
requires permission or consent of City shall be referred to the City’s Property Manager at the following address:
City of Chula Vista
276 Fourth Avenue
Chula Vista, California 91910
Attention Property Manager
Phone: (619) 691-5118
The designated person, address, and phone number for serving official notice on Crown shall be:
CROWN CASTLE TOWERS 06-2 LLC
c\o Crown Castle USA Inc.
Attn: Legal - Real Estate Department
2000 Corporate Drive
Canonsburg, PA 15317
5.7. Successors and Assigns.
5.7.1. Except as provided in subsection 5.7.2 below, Crown shall not assign any rights granted by this License
nor any interest therein without the prior written approval of the City. Approval of any such proposed assignment
shall not be unreasonably withheld, conditioned, or delayed. The terms and provisions of this License shall extend
to and be binding upon and inure to the benefit of any successors and assigns of the respective parties hereto.
5.7.2. Notwithstanding Section 1 above, but subject to all other provisions of this License and any Schedul,
Crown may, without City's approval and in Crown's sole discretion, from time to time, do any of the following:
a. Grant to any person or entity a security interest in some or all of Crown's Improvements and/or other
property used or to be used in connection with this License.
b. Assign or pledge Crown's interest in this License or any Schedule to any person or entity to finance
Crown's equipment or operate Crown's business.
c. Sublease or license use of the Premises and Crown Improvements under any Schedule; and
d. Assign (i) to any entity which has, directly or indirectly, a thirty percent (30%) or greater interest in
Crown (a "parent") or in which Crown or a Parent has a thirty percent (30%) or greater interest (an
"Affiliate"); (ii) to any entity with which Crown and/or any Affiliate may merge or consolidate; (iii) to
a buyer of substantially all of the outstanding ownership units or assets of Crown or any Affiliate; or
(iv) to the holder or transferee of the Federal Communications ("FCC") license under which Crown's
Improvements are operated, upon FCC approval of any such transfer. Any such assignment shall not be
effective until the assignee signs and delivers to City a document in which the assignee assumes
responsibility for all Crown's obligations under this License arising from and after the effective date of
assignment. Assignment shall relieve Crown from any further liability or obligation.
5.8. Non-Waiver of Breaches. The City's or Crown's failure to insist, respectively, in any one or more
instances, upon strict performance of any of the covenants or conditions of this License shall not be considered as
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a waiver or relinquishment for the future of said covenants, terms or conditions, but the same shall continue and
remain in full force and effect.
5.9. Entire Agreement. This instrument contains the entire agreement between the parties relating to the
rights herein granted and the obligations herein assumed. No alteration or variation of this License shall be valid
or binding unless made in writing and signed by the parties hereto.
5.10. Time is of the Essence. Time is of the essence in performing each and all of the terms and provisions
of this License.
5.11. Waiver of Property, Relocation and Condemnation Rights. Crown acknowledges and agrees that
this License does not confer any of the following: a property right or interest or, a right to relocation or relocation
assistance.
5.12. Hazardous Materials. Crown shall not bring any Hazardous Materials onto the Licensed Premises
except for those contained in Crown's back-up power batteries (e.g. lead-acid batteries) and properly stored,
reasonable quantities of common materials used in telecommunications operation (e.g. cleaning solvents). Crown
shall handle, store and dispose of all Hazardous Materials it brings onto the Licensed Premises in accordance with
all federal, state and local laws and regulations. "Hazardous Materials" means any substance, chemical, pollutant
or waste that is presently identified as hazardous, toxic or dangerous under any applicable federal, state or local
law or regulation and specifically includes but is not limited to asbestos and asbestos containing materials,
polychlorinated biphenyl's (PCBs) and petroleum or other fuels (including crude oil or any fraction or derivative
thereof). City makes no representation or warranty regarding the existence of hazardous materials on some or al l
of the Licensed Premises, which are being licensed to Crown in an AS IS condition. Crown is solely responsible
for investigation of any and all Licensed Premises as it sees fit to determine the suitability of the Premises for its
intended use.
5.13. City Police Powers. Notwithstanding any provision in this License to the contrary, Crown
acknowledges and agrees that City retains any and all police powers authority available at Law or in equity to
regulate the conduct of Crown within the City or to otherwise act in accordance with the public health, safety and
welfare of the City and that nothing in this License is intended to or shall have the effect of condemning or limiting
such authority in any way.
5.14. Condemnation. If a condemning authority takes all of City's Property, or a portion, which in Crown's
opinion is sufficient to render a Premise unsuitable for Crown's use, then the applicable Schedule shall terminate
as of the date when possession is delivered to the condemning authority. In any condemnation proceeding each
party shall be entitled to make a claim against the condemning authority for just compensation. Sale of all or part
of the Premises to a purchaser with the power of eminent domain, shall be treated as a taking by a condemning
authority.
5.15. Premises; Survey. Following execution of this License, and upon completion of construction of the
wireless communications facility on the Premises, Crown shall provide City with a copy of an “as-built” survey,
which shall depict and identify the boundaries of the Premises, and replace and supersede the site plan attached to
the applicable Schedule. The “as-built” survey shall be deemed to be incorporated into this License even if not
physically affixed hereto. The description of the Premises set forth in the as-built survey shall control in the event
of discrepancies between the site plan and the as-built survey.
5.16. Sale of Property. If during the Term of this License, City sells all or part of City’s property, of which
the Premises is a part, then such sale shall be under and subject to this License.
5.17. Reserved.
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5.18. IRS Form W-9. To the extent required by law, City agrees to provide Crown with a completed IRS
Form W-9, or its equivalent, upon execution of this License and at such other times as may be reasonably requested
by Crown. In the event the City’s property is transferred, the succeeding licensor shall have a duty at the time of
such transfer to provide Crown with a Change of Ownership Form as provided for by Crown, a completed IRS
Form W-9, or its equivalent, and other related paper work to effect a transfer in Annual Fee to the new licensor.
Failure to provide the IRS Form W-9 within thirty (30) days after Crown’s request shall be considered a default
and Crown may take any reasonable action necessary to comply with IRS regulations including, but not limited to,
withholding applicable taxes from Annual Fee payments.
5.19. Authorized Signatory. By its signature below, each party: (i) agrees to the terms of this License; (ii)
warrants and represents that it is authorized to enter into this License; and (iii) warrants and represents that the
person(s) executing this License on its behalf is duly authorized to do so, without the need for any further action.
5.20. Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising
out of this License against City unless a claim has first been presented in writing and filed with City and acted
upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal Code, as
same may be amended, the provisions of which, including such policies and procedures used by City in the
implementation of same, are incorporated herein by this reference. Upon request by City, Consultant shall meet
and confer in good faith with City for the purpose of resolving any dispute over the terms of this License.
5.21. Electronic Signatures. The words “execution”, “execute”, “signed”, “signature”, and words of like
import in or related to any document signed or to be signed in connection with this License and the transactions
contemplated hereby shall be deemed to include electronic signatures, the electronic matching of assignment terms
and contract formations on electronic platforms approved by the Parties, or the keeping of records in electronic
form, each of which shall be of the same legal effect, validity or enforceability as a manually executed signature
or the use of a paper-based recordkeeping system, as the case may be, to the extent and as provided for in any
applicable law, including the Federal Electronic Signatures in Global and National Commerce Act, the California
Uniform Electronic Transaction Act, or any other similar state laws based on the Uniform Electronic Transactions
Act.
[The Next Page is the Signature Page]
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SIGNATURE PAGE TO MASTER COMMUNICATIONS SITE LICENSE AGREEMENT
IN WITNESS WHEREOF, the parties hereto have executed this License thereby indicating that they have
read and understood same, and indicate their full and complete consent to its terms as of the date first written
above.
Dated: _________________, 20__
City of Chula Vista,
a Municipal Corporation
By: __________________________
Name, Title: _________________________
Attest:
By: _____________________________
Name, Title: ___________________________
Approved as to Form:
By: _____________________________
Name, Title: ___________________________
CROWN CASTLE TOWERS 06-2 LLC,
a Delaware limited liability company
By:
Name:
Title:
Approved as to Form:
By: _____________________________
Name, Title: _______________________
Date: _____________________________
Exhibit List to License
(1) Exhibit A Sample Improvements
(2) Exhibit B Schedule of Premises
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EXHIBIT A
Sample Crown Improvements
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EXHIBIT B
Attachment I
Schedule of Premises
Each Licensed Premises should be described in a Schedule in the format outlined below and made part of this
Attachment I.
Schedule:
Crown Site No: 831189
Schedule Commencement Date:
Location: 1178 East J Street, Chula Vista, California 91910
APN: 7602359400; 6400901900; 7602357500
Description of Installation (Attach Site Plan):
Building Permit No:
Conditions of Approval: None
Note: Violations of these conditions may result in the termination this Schedule and any right to use the Licensed
Premises.
Other: N/A
In addition, except in the event of an emergency, all work shall be scheduled in advance and coordinated with
parks operations personnel, onsite recreational staff, City Engineer and Public Works Staff or other City staff as
appropriate prior to commencement of the work to minimize the potential for conflicts with recreation and other
City programs occurring on the site. The applicant agrees that the site will not be activated until the City has
signed off on final construction.
_______________________________ ___________________________________
City of Chula Vista Applicant's Authorized City Representatives
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Licensed Premises: 14'x30'
2021-05-11 Agenda Packet Page 36 of 618
v . 0 01 P a g e | 1
May 11, 2021 File ID: 20-0561
TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AGREEMENT FOR
PAVEMENT CONDITIONS ASSESSMENT AND MANAGEMENT SERVICES BETWEEN THE CITY AND APPLIED
RESEARCH ASSOCIATES, INC.
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
The last Citywide pavement conditions assessment was performed in 2015. The City performs a Citywide
pavement assessment approximately every five years to calibrate the rate of deterioration curves to ensure
accurate data is used in the Pavement Management Program. The City issued a Request for Proposals and
received proposals from three (3) consultant firms. After reviewing proposals and conducting interviews
with the responding firms, Staff recommends that the contract be awarded to Applied Research Associates,
Inc.
ENVIRONMENTAL REVIEW
The proposed project has been reviewed for compliance with the California Environmental Quality Act
(CEQA) and it has been determined that the project qualifies for a Categorical Exemption pursuant to State
CEQA Guidelines Section 15306 Class 6 (Information Collection) and Section 15061(b)(3), because it can be
seen with certainty that there is no possibility that the activity in question may have a significant effect on
the environment. Thus, no further environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
The California Streets and Highways Code Section 2108.1 requires California Cities to initiate and maintain
a Pavement Management System (PMS) as condition of obtaining State Transportation Improvement
Programs funding. Roadway pavement infrastructure is one of a municipality’s largest assets and a primary
infrastructure responsibility. The City of Chula Vista maintains approximately 463 centerline miles of public
roadway pavement with an estimated value of $1 billion. Annually, pavement rehabilitation and
maintenance require one of the largest annual City expenditures of transportation funding exceeding $10M.
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Since 2006, the City has been utilizing the StreetSaver PMS software to develop the annual pavement
program. This software is reliant on accurate pavement conditions data, provided by citywide pavement
inspections, in order to properly manage and recommend roadways for various pavement reconditioning
treatments. The City’s current overall Pavement Condition Index (PCI) is currently 74, which is considered
a very good condition rating (“very good” ranges from 70 to 85) and ranks Chula Vista at the 75th percentile
among public agencies. StreetSaver requires periodic inspection of the entire street network (typically every
five years) in order to calibrate the rate of deterioration curves used in the program and ensure accuracy of
pavement condition ratings. The previous citywide inspections were conducted in 2015, 2011 & 2006.
On November 13, 2020, staff issued a Request for Proposals (RFP) to provide Pavement Conditions
Assessment and Management Services. The City received three (3) proposals by the postmark due date of
January 8, 2021.
After reviewing the proposals, staff interviewed all three (3) consultant firms for contract consideration. At
conclusion of the interview process, it was determined that all consultants were fully capable to perform the
scope of work; however, staff selected Applied Research Associates, Inc. (ARA) due to their data collection
method, quality assurance methodology, and procedures proposed for completion of the project.
Additionally, ARA has highly experienced staff members on their team, good quality control of their
inspection work, and are very knowledgeable of the StreetSaver PMS software. All selection panel members
agreed with the ranking given to these firms. ARA’s Cost Proposal (Attachment 1) is well within the budget
programmed in CIP CTY0219 for the award and administration of this consultant contract. To assist the
expedient delivery of the contract, a contingency amount of $15,750 (15%) is recommended for additional
unforeseen work outside of the current scope of the contract. The proposed agreement is attached
(Attachment 2) and has been reviewed and agreed upon by both parties. Work is estimated to begin within
60 days of tonight’s action and be completed later this calendar year.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
The contract agreement is in the amount of $104,250. A contract contingency amount of $15,750
(approximately 15%) is recommended for a total of $120,000. There are sufficient TransNet funds in CIP
RANK CONSULTANT LOCATION COST PROPOSAL
1 Applied Research Associates, Inc. Ventura, CA $104,250
2 Nichols Consulting Engineers (NCE) Fountain Valley, CA $96,700
3 Data Transfer Solutions, LLC Orlando, FL $284,801
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Project CTY0219 - Pavement Management System to cover this expenditure. Therefore, no appropriation is
required.
ONGOING FISCAL IMPACT
There are no future fiscal year impacts as a result of this contract award.
ATTACHMENTS
1. ARA, Inc - Cost Proposal
2. Proposed 2-Party Agreement
Staff Contact: Patrick C. Moneda – Senior Civil Engineer
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AN AGREEMENT FOR
PAVEMENT CONDITIONS ASSESSMENT AND
MANAGEMENT SERVICES BETWEEN THE CITY AND
APPLIED RESEARCH ASSOCIATES, INC.
WHEREAS, the City is required to have a Pavement Management System (PMS) as a
condition to obtain State Transportation Improvement Programs Funding; and
WHEREAS, the last City-wide pavement condition assessment was performed in 2015;
and
WHEREAS, updated pavement condition data is needed to ensure that pavement
rehabilitation decisions are made based on current conditions information; and
WHEREAS, staff issued a Request for Proposals for Pavement Condition Assessment and
Management Services on November 13, 2020 and on January 8, 2021 received proposals from
three (3) consultant firms; and
WHEREAS, the selection panel members interviewed the three (3) consultant firms on
February 25, 2021 and February 26, 2021; and
WHEREAS, based on the proposals submitted and the interview process, it was determined
that all consultants were fully capable to perform the scope of work; however, staff selected
Applied Research Associates, Inc. due to its data collection method, quality assurance
methodology, and procedures proposed to complete the project; and
WHEREAS, in Fiscal Year 2020/2021 Capital Improvement Program, $321,000 was
approved for the Pavement Management System from the City’s Trans-Net allocation under the
CTY0219 project; and
WHEREAS, the funding appropriated under CTY0219 project is sufficient to cover the
contract amount of $104,250 and contract contingency amount of $15,750 (approximately 15%).
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it approves the City of Chula Vista Consultant Services Agreement with Applied Research
Associates, Inc. to Provide Pavement Conditions Assessment and Management Services, in the
form presented, with such minor modifications as may be required or approved by the City
Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and
directs the Mayor to execute same.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it
authorizes the City Engineer to approve payments to Applied Research Associates, Inc. under the
project contract up to the cumulative total of the contract amount and contract contingency amount.
2021-05-11 Agenda Packet Page 40 of 618
Resolution No.
Page 2
Presented by
William S. Valle
Director of Engineering & Capital Projects
Approved as to form by
Glen R. Googins
City Attorney
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City of Chula Vista PMS Update
January 7, 2021
Page 27
ATTACHMENT 1
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T City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
CITY OF CHULA VISTA
CONSULTANT SERVICES AGREEMENT
WITH APPLIED RESEARCH ASSOCIATES, INC.
TO PROVIDE PAVEMENT CONDITIONS ASSESSMENT AND MANAGEMENT SERVICES
This Agreement is entered into effective as of May 11, 2021 (“Effective Date”) by and between the City of Chula
Vista, a chartered municipal corporation (“City”) and APPLIED RESEARCH ASSOCIATES, INC. d/b/a NEW
MEXICO APPLIED RESEARCH ASSOCIATES, INC. a California Corporation (“Consultant”) (collectively,
the “Parties” and, individually, a “Party”) with reference to the following facts:
RECITALS
WHEREAS, City requires pavement conditions assessment and management services in order to assist
the City’s pavement asset management program; and
WHEREAS, in order to procure these services, City solicited proposals in accordance with Chula Vista
Municipal Code Section 2.56.110; and
WHEREAS, City staff issued a Request for Proposals to provide Pavement Conditions Assessment and
Management Services on November 13, 2020, received three (3) proposals, and selected Consultant as the most
qualified amongst those submitting; and
WHEREAS, Consultant warrants and represents that it is experienced and staffed in a manner such that it
can deliver the services required of Consultant to City in accordance with the time frames and the terms and
conditions of this Agreement.
[End of Recitals. Next Page Starts Obligatory Provisions.]
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2 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
OBLIGATORY PROVISIONS
NOW, THEREFORE, in consideration of the above recitals, the covenants contained herein, and other
good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, City and
Consultant hereby agree as follows:
1. SERVICES
1.1 Required Services. Consultant agrees to perform the services, and deliver to City the “Deliverables” (if
any) described in the attached Exhibit A, incorporated into the Agreement by this reference, within the time
frames set forth therein, time being of the essence for this Agreement. The services and/or Deliverables
described in Exhibit A shall be referred to herein as the “Required Services.”
1.2 Reductions in Scope of Work. City may independently, or upon request from Consultant, from time
to time, reduce the Required Services to be performed by the Consultant under this Agreement. Upon doing
so, City and Consultant agree to meet and confer in good faith for the purpose of negotiating a corresponding
reduction in the compensation associated with the reduction.
1.3 Additional Services. Subject to compliance with the City’s Charter, codes, policies, procedures and
ordinances governing procurement and purchasing authority, City may request Consultant provide additional
services related to the Required Services (“Additional Services”). If so, City and Consultant agree to meet
and confer in good faith for the purpose of negotiating an amendment to Exhibit A, to add the Additional
Services. Unless otherwise agreed, compensation for the Additional Services shall be charged and paid
consistent with the rates and terms already provided therein. Once added to Exhibit A, “Additional Services”
shall also become “Required Services” for purposes of this Agreement.
1.4 Standard of Care. Consultant expressly warrants and agrees that any and all Required Services
hereunder shall be performed in accordance with the highest standard of care exercised by members of the
profession currently practicing under similar conditions and in similar locations.
1.5 No Waiver of Standard of Care. Where approval by City is required, it is understood to be conceptual
approval only and does not relieve the Consultant of responsibility for complying with all laws, codes, industry
standards, and liability for damages caused by negligent acts, errors, omissions, noncompliance with industry
standards, or the willful misconduct of the Consultant or its subcontractors.
1.6 Security for Performance. In the event that Exhibit A Section 4 indicates the need for Consultant to
provide additional security for performance of its duties under this Agreement, Consultant shall provide such
additional security prior to commencement of its Required Services in the form and on the terms prescribed
on Exhibit A, or as otherwise prescribed by the City Attorney.
1.7 Compliance with Laws. In its performance of the Required Services, Consultant shall comply with
any and all applicable federal, state and local laws, including the Chula Vista Municipal Code.
1.8 Business License. Prior to commencement of work, Consultant shall obtain a business license from
City.
1.9 Subcontractors. Prior to commencement of any work, Consultant shall submit for City’s information
and approval a list of any and all subcontractors to be used by Consultant in the performance of the Required
Services. Consultant agrees to take appropriate measures necessary to ensure that all subcontractors and
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3 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
personnel utilized by the Consultant to complete its obligations under this Agreement comply with all
applicable laws, regulations, ordinances, and policies, whether federal, state, or local. In addition, if any
subcontractor is expected to fulfill any responsibilities of the Consultant under this Agreement, Consultant
shall ensure that each and every subcontractor carries out the Consultant’s responsibilities as set forth in this
Agreement.
1.10 Term. This Agreement shall commence on the earlier to occur of the Effective Date or Consultant’s
commencement of the Required Services hereunder, and shall terminate when the Parties have complied with
all their obligations hereunder; provided, however, provisions which expressly survive termination shall
remain in effect.
2. COMPENSATION
2.1 General. For satisfactory performance of the Required Services, City agrees to compensate Consultant
in the amount(s) and on the terms set forth in Exhibit A, Section 4. Standard terms for billing and payment
are set forth in this Section 2.
2.2 Detailed Invoicing. Consultant agrees to provide City with a detailed invoice for services performed
each month, within thirty (30) days of the end of the month in which the services were performed, unless
otherwise specified in Exhibit A. Invoicing shall begin on the first of the month following the Effective Date
of the Agreement. All charges must be presented in a line item format with each task separately explained in
reasonable detail. Each invoice shall include the current monthly amount being billed, the amount invoiced
to date, and the remaining amount available under any approved budget. Consultant must obtain prior written
authorization from City for any fees or expenses that exceed the estimated budget.
2.3 Payment to Consultant. Upon receipt of a properly prepared invoice and confirmation that the
Required Services detailed in the invoice have been satisfactorily performed, City shall pay Consultant for
the invoice amount within thirty (30) days. Payment shall be made in accordance with the terms and conditions
set forth in Exhibit A and section 2.4, below. At City’s discretion, invoices not timely submitted may be
subject to a penalty of up to five percent (5%) of the amount invoiced.
2.4 Retention Policy. Reserved.
2.5 Reimbursement of Costs. City may reimburse Consultant’s out-of-pocket costs incurred by Consultant
in the performance of the Required Services if negotiated in advance and included in Exhibit A. Unless
specifically provided in Exhibit A, Consultant shall be responsible for any and all out-of-pocket costs incurred
by Consultant in the performance of the Required Services.
2.6 Exclusions. City shall not be responsible for payment to Consultant for any fees or costs in excess of
any agreed upon budget, rate or other maximum amount(s) provided for in Exhibit A. City shall also not be
responsible for any cost: (a) incurred prior to the Effective Date; or (b) arising out of or related to the errors,
omissions, negligence or acts of willful misconduct of Consultant, its agents, employees, or subcontractors.
2.7 Payment Not Final Approval. Consultant understands and agrees that payment to the Consultant or
reimbursement for any Consultant costs related to the performance of Required Services does not constitute
a City final decision regarding whether such payment or cost reimbursement is allowable and eligible for
payment under this Agreement, nor does it constitute a waiver of any violation by Consultant of the terms of
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4 City of Chula Vista Agreement No.: 2021-017
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this Agreement. If City determines that Consultant is not entitled to receive any amount of compensation
already paid, City will notify Consultant in writing and Consultant shall promptly return such amount.
3. INSURANCE
3.1 Required Insurance. Consultant must procure and maintain, during the period of performance of
Required Services under this Agreement, and for twelve months after completion of Required Services, the
policies of insurance described on the attached Exhibit B, incorporated into the Agreement by this reference
(the “Required Insurance”). The Required Insurance shall also comply with all other terms of this Section.
3.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions relating to the
Required Insurance must be disclosed to and approved by City in advance of the commencement of work.
3.3 Standards for Insurers. Required Insurance must be placed with licensed insurers admitted to transact
business in the State of California with a current A.M. Best’s rating of A V or better, or, if insurance is placed
with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines
Insurers (LESLI) with a current A.M. Best’s rating of no less than A X. For Workers’ Compensation
Insurance, insurance issued by the State Compensation Fund is also acceptable.
3.4 Subcontractors. Consultant must include all sub-consultants/sub-contractors as insureds under its
policies and/or furnish separate certificates and endorsements demonstrating separate coverage for those not
under its policies. Any separate coverage for sub-consultants must also comply with the terms of this
Agreement.
3.5 Additional Insureds. City, its officers, officials, employees, agents, and volunteers must be named as
additional insureds with respect to any policy of general liability, automobile, or pollution insurance specified
as required in Exhibit B or as may otherwise be specified by City’s Risk Manager. The general liability
additional insured coverage must be provided in the form of an endorsement to the Consultant’s insurance
using ISO CG 2010 (11/85) or its equivalent; such endorsement must not exclude Products/Completed
Operations coverage.
3.6 General Liability Coverage to be “Primary.” Consultant’s general liability coverage must be primary
insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers. Any insurance or
self-insurance maintained by the City, its officers, officials, employees, or volunteers is wholly separate from
the insurance provided by Consultant and in no way relieves Consultant from its responsibility to provide
insurance.
3.7 No Cancellation. No Required Insurance policy may be canceled by either Party during the required
insured period under this Agreement, except after thirty days’ prior written notice to the City by certified mail,
return receipt requested. Prior to the effective date of any such cancellation Consultant must procure and put
into effect equivalent coverage(s).
3.8 Waiver of Subrogation. Consultant’s insurer(s) will provide a Waiver of Subrogation in favor of the
City for each Required Insurance policy under this Agreement. In addition, Consultant waives any right it
may have or may obtain to subrogation for a claim against City.
3.9 Verification of Coverage. Prior to commencement of any work, Consultant shall furnish City with
original certificates of insurance and any amendatory endorsements necessary to demonstrate to City that
Consultant has obtained the Required Insurance in compliance with the terms of this Agreement. The words
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5 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
“will endeavor” and “but failure to mail such notice shall impose no obligation or liability of any kind upon
the company, its agents, or representatives” or any similar language must be deleted from all certificates. The
required certificates and endorsements should otherwise be on industry standard forms. The City reserves the
right to require, at any time, complete, certified copies of all required insurance policies, including
endorsements evidencing the coverage required by these specifications.
3.10 Claims Made Policy Requirements. If General Liability, Pollution and/or Asbestos Pollution Liability
and/or Errors & Omissions coverage are required and are provided on a claims -made form, the following
requirements also apply:
a. The “Retro Date” must be shown, and must be before the date of this Agreement or the beginning
of the work required by this Agreement.
b. Insurance must be maintained, and evidence of insurance must be provided, for at least five (5)
years after completion of the work required by this Agreement.
c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form
with a “Retro Date” prior to the effective date of this Agreement, the Consultant must purchase “extended
reporting” coverage for a minimum of five (5) years after completion of the work required by this Agreement.
d. A copy of the claims reporting requirements must be submitted to the City for review.
3.11 Not a Limitation of Other Obligations. Insurance provisions under this section shall not be construed
to limit the Consultant’s obligations under this Agreement, including Indemnity.
3.12 Additional Coverage. To the extent that insurance coverage provided by Consultant maintains higher
limits than the minimums appearing in Exhibit B, City requires and shall be entitled to coverage for higher
limits maintained.
4. INDEMNIFICATION
4.1. General. To the maximum extent allowed by law, Consultant shall protect, indemnify and hold harmless
City, its elected and appointed officers, agents, employees and volunteers (collectively, “Indemnified
Parties”), from and against any and all claims, demands, causes of action, costs, expenses, (including
reasonable attorneys’ fees and court costs), liability, loss, damage or injury, in law or equity, to property or
persons, including wrongful death, in any manner arising out of or incident to any alleged acts, omissions,
negligence, or willful misconduct of Consultant, its officials, officers, employees, agents, and contractors,
arising out of or in connection with the performance of the Required Services, the results of such performance,
or this Agreement. This indemnity provision does not include any claims, damages, liability, costs and
expenses arising from the sole negligence or willful misconduct of the Indemnified Parties. Also covered is
liability arising from, connected with, caused by or claimed to be caused by th e active or passive negligent
acts or omissions of the Indemnified Parties which may be in combination with the active or passive negligent
acts or omissions of the Consultant, its employees, agents or officers, or any third party.
4.2. Modified Indemnity Where Agreement Involves Design Professional Services. Notwithstanding the
forgoing, if the services provided under this Agreement are design professional services, as defined by
California Civil Code section 2782.8, as may be amended from time to time, th e defense and indemnity
obligation under Section 1, above, shall be limited to the extent required by California Civil Code section
2782.8.
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6 City of Chula Vista Agreement No.: 2021-017
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4.3 Costs of Defense and Award. Included in Consultant’s obligations under this Section 4 is Consultant’s
obligation to defend, at Consultant’s own cost, expense and risk, any and all suits, actions or other legal
proceedings that may be brought or instituted against one or more of the Indemnified Parties. Subject to the
limitations in this Section 4, Consultant shall pay and satisfy any judgment, award or decree that may be
rendered against one or more of the Indemnified Parties for any and all related legal expenses and costs
incurred by any of them.
4.4. Consultant’s Obligations Not Limited or Modified. Consultant’s obligations under this Section 4 shall
not be limited to insurance proceeds, if any, received by the Indemnified Parties, or by any prior or subsequent
declaration by the Consultant. Furthermore, Consultant’s obligations under this Section 4 shall in no way
limit, modify or excuse any of Consultant’s other obligations or duties under this Agreement.
4.5. Enforcement Costs. Consultant agrees to pay any and all costs City incurs in enforcing Consultant’s
obligations under this Section 4.
4.6. Survival. Consultant’s obligations under this Section 4 shall survive the termination of this Agreement.
5. FINANCIAL INTERESTS OF CONSULTANT.
5.1 Form 700 Filing. The California Political Reform Act and the Chula Vista Conflict of Interest Code
require certain government officials and consultants performing work for government agencies to publicly
disclose certain of their personal assets and income using a Statement of Economic Interests form (Form 700).
In order to assure compliance with these requirements, Consultant shall comply with the disclosure
requirements identified in the attached Exhibit C, incorporated into the Agreement by this reference.
5.2 Disclosures; Prohibited Interests. Independent of whether Consultant is required to file a Form 700,
Consultant warrants and represents that it has disclosed to City any economic interests held by Consultant, or
its employees or subcontractors who will be performing the Required Services, in any real property or project
which is the subject of this Agreement. Consultant warrants and represents that it has not employed or retained
any company or person, other than a bona fide employee or approved subcontractor working solely for
Consultant, to solicit or secure this Agreement. Further, Consultant warrants and represents that it has not paid
or agreed to pay any company or person, other than a bona fide employee or approved subcontractor working
solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent
upon or resulting from the award or making of this Agreement. Consultant further warrants and represents
that no officer or employee of City, has any interest, whether contractual, non -contractual, financial or
otherwise, in this transaction, the proceeds hereof, or in the business of Consultant or Consultant’s
subcontractors. Consultant further agrees to notify City in the event any such interest is discovered whether
or not such interest is prohibited by law or this Agreement. For breach or violation of any of these warranties,
City shall have the right to rescind this Agreement without liability.
6. REMEDIES
6.1 Termination for Cause. If for any reason whatsoever Consultant shall fail to perform the Required
Services under this Agreement, in a proper or timely manner, or if Consultant shall violate any of the other
covenants, agreements or conditions of this Agreement (each a “Default”), in addition to any and all other
rights and remedies City may have under this Agreement, at law or in equity, City shall have the right to
terminate this Agreement by giving five (5) days written notice to Consultant. Such notice shall identify the
Default and the Agreement termination date. If Consultant notifies City of its intent to cure such Default prior
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7 City of Chula Vista Agreement No.: 2021-017
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to City’s specified termination date, and City agrees that the specified Default is capable of being cured, City
may grant Consultant up to ten (10) additional days after the designated termination date to effectuate such
cure. In the event of a termination under this Section 6.1, Consultant shall immediately provide City any and
all ”Work Product” (defined in Section 7 below) prepared by Consultant as part of the Required Services.
Such Work Product shall be City’s sole and exclusive property as provided in Section 7 hereof. Consultant
may be entitled to compensation for work satisfactorily performed prior to Consultant’s receipt of the Default
notice; provided, however, in no event shall such compensation exceed the amount that would have been
payable under this Agreement for such work, and any such compensation shall be reduced by any costs
incurred or projected to be incurred by City as a result of the Default.
6.2 Termination or Suspension for Convenience of City. City may suspend or terminate this Agreement,
or any portion of the Required Services, at any time and for any reason, with or without cause, by giving
specific written notice to Consultant of such termination or suspension at least fifteen (15) days prior to the
effective date thereof. Upon receipt of such notice, Consultant shall immediately cease all work under the
Agreement and promptly deliver all “Work Product” (defined in Section 7 below) to City. Such Work Product
shall be City's sole and exclusive property as provided in Section 7 hereof. Consultant shall be entitled to
receive just and equitable compensation for this Work Product in an amount equal to the amount due and
payable under this Agreement for work satisfactorily performed as of the date of the termination/suspension
notice plus any additional remaining Required Services requested or approved by City in advance that would
maximize City’s value under the Agreement.
6.3 Waiver of Claims. In the event City terminates the Agreement in accordance with the terms of this
Section, Consultant hereby expressly waives any and all claims for damages or compensation as a result of
such termination except as expressly provided in this Section 6.
6.4 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising
out of this Agreement against City unless a claim has first been presented in writing and filed with City and
acted upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal
Code, as same may be amended, the provisions of which, including such policies and procedures used by City
in the implementation of same, are incorporated herein by this reference. Upon request by City, Consultant
shall meet and confer in good faith with City for the purpose of resolving any dispute over the terms of this
Agreement.
6.5 Governing Law/Venue. This Agreement shall be governed by and construed in accordance with the
laws of the State of California. Any action arising under or relating to this Agreement shall be brought only
in San Diego County, State of California.
6.6 Service of Process. Consultant agrees that it is subject to personal jurisdiction in California. If
Consultant is a foreign corporation, limited liability company, or partnership that is not registered with the
California Secretary of State, Consultant irrevocably consents to service of process on Consultant by first
class mail directed to the individual and address listed under “For Legal Notice,” in section 1.B. of Exhibit A
to this Agreement, and that such service shall be effective five days after mailing.
7. OWNERSHIP AND USE OF WORK PRODUCT
All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other
materials or properties produced in whole or in part under this Agreement in connection with the performance
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of the Required Services (collectively “Work Product”) shall be the sole and exclusive property of City. No
such Work Product shall be subject to private use, copyrights or patent rights by Consultant in the United
States or in any other country without the express, prior written consent of City. City shall have unrestricted
authority to publish, disclose, distribute, and otherwise use, copyright or patent, in whole or in part, any such
Work Product, without requiring any permission of Consultant, except as may be limited by the provisions of
the Public Records Act or expressly prohibited by other applicable laws. With respect to computer files
containing data generated as Work Product, Consultant shall make available to City, upon reasonable written
request by City, the necessary functional computer software and hardware for purposes of accessing,
compiling, transferring and printing computer files.
8. GENERAL PROVISIONS
8.1 Amendment. This Agreement may be amended, but only in writing signed by both Parties.
8.2 Assignment. City would not have entered into this Agreement but for Consultant’s unique
qualifications and traits. Consultant shall not assign any of its rights or responsibilities under this Agreement,
nor any part hereof, without City’s prior written consent, which City may grant, condition or deny in its sole
discretion.
8.3 Authority. The person(s) executing this Agreement for Consultant warrants and represents that they
have the authority to execute same on behalf of Consultant and to bind Consultant to its obligations hereunder
without any further action or direction from Consultant or any board, principle or officer thereof.
8.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an
original, but all of which shall constitute one Agreement after each Party has signed such a counterpart.
8.5 Entire Agreement. This Agreement together with all exhibits attached hereto and other agreements
expressly referred to herein, constitutes the entire Agreement between the Parties with respect to the subject
matter contained herein. All exhibits referenced herein shall be attached hereto and are incorporated herein
by reference. All prior or contemporaneous agreements, understandings, representations, warranties and
statements, oral or written, are superseded.
8.6 Record Retention. During the course of the Agreement and for three (3) years following completion
of the Required Services, Consultant agrees to maintain, intact and readily accessible, all data, documents,
reports, records, contracts, and supporting materials relating to the performance of the Agreement, including
accounting for costs and expenses charged to City, including such records in the possession of sub-
contractors/sub-consultants.
8.7 Further Assurances. The Parties agree to perform such further acts and to execute and deliver such
additional documents and instruments as may be reasonably required in order to carry out the provisions of
this Agreement and the intentions of the Parties.
8.8 Independent Contractor. Consultant is and shall at all times remain as to City a wholly independent
contractor. Neither City nor any of its officers, employees, agents or volunteers shall have control over the
conduct of Consultant or any of Consultant’s officers, employees, or agents (“Consultant Related
Individuals”), except as set forth in this Agreement. No Consultant Related Individuals shall be deemed
employees of City, and none of them shall be entitled to any benefits to which City employees are entitled,
including but not limited to, overtime, retirement benefits, worker's compensation benefits, injury leave or
other leave benefits. Furthermore, City will not withhold state or federal income tax, social security tax or
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9 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
any other payroll tax with respect to any Consultant Related Individuals; instead, Consultant shall be solely
responsible for the payment of same and shall hold the City harmless with respect to same. Consultant shall
not at any time or in any manner represent that it or any of its Consultant Related Individuals are employees
or agents of City. Consultant shall not incur or have the power to incur any debt, obligation or liability
whatsoever against City, or bind City in any manner.
8.9 Notices. All notices, demands or requests provided for or permitted to be given pursuant to this
Agreement must be in writing. All notices, demands and requests to be sent to any Party shall be deemed to
have been properly given or served if personally served or deposited in the United States mail, addressed to
such Party, postage prepaid, registered or certified, with return receipt requested, at the addresses identified
in this Agreement at the places of business for each of the designated Parties as indicated in Exhibit A, or
otherwise provided in writing.
8.10 Electronic Signatures. Each Party agrees that the electronic signatures, whether digital or encrypted, of
the Parties included in this Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Electronic Signature means any electronic sound, symbol, or process attached to
or logically associated with a record and executed and adopted by a Party with the intent to sign such record,
including facsimile or email electronic signatures, pursuant to the California Uniform Electronic Transactions
Act (Cal. Civ. Code §§ 1633.1 to 1633.17) as amended from time to time.
(End of page. Next page is signature page.)
2021-05-11 Agenda Packet Page 51 of 618
TO City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
SIGNATURE PAGE
CONSULTANT SERVICES AGREEMENT
IN WITNESS WHEREOF, by executing this Agreement where indicated below, City and Consultant
agree that they have read and understood all terms and conditions of the Agreement, that they fully agree and
consent to bound by same, and that they are freely entering into this Agreement as of the Effective Date.
APPLIED RESEARCH ASSOCIATES, INC. CITY OF CHULA VISTA
BY: BY:
Jennifer Di Gregorio MARY CASILLAS SALAS
Vice President, Contracts MAYOR
ATTEST
BY:
Kerry K. Bigelow, MMC
City Clerk
APPROVED AS TO FORM
BY:
Glen R. Googins
City Attorney
2021-05-11 Agenda Packet Page 52 of 618
T11 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
EXHIBIT A
SCOPE OF WORK AND PAYMENT TERMS
1. Contact People for Contract Administration and Legal Notice
A. City Contract Administration:
Patrick C. Moneda, Senior Civil Engineer
276 Fourth Avenue, Chula Vista, CA 91910
(619)407-3512
PMoneda@chulavistaca.gov
For Legal Notice Copy to:
City of Chula Vista
City Attorney
276 Fourth Avenue, Chula Vista, CA 91910
619-691-5037
CityAttorney@chulavistaca.gov
B. Consultant Contract Administration:
APPLIED RESEARCH ASSOCIATES, INC.
165 South Chestnut Street, Ventura CA 93036
(805)648-2230
AUlloa@ara.com
For Legal Notice Copy to:
Jennifer Di Gregorio
4300 San Mateo Blvd NE, Suite A-
220
Albuquerque, NM 87110
505-881-8074
jdigregorio@ara.co
m
2. Required Services
A. General Description:
Consultant will be performing a citywide pavement condition assessment and provide updated pavement
condition data for the City’s Pavement Management System (PMS). Consultant will be updating the City’s
existing StreetSaver database with detailed field inspection data and updated Pavement Condition Index (PCI)
ratings for over 3,114 established street segments for the entire street network. Consultant will also be
reviewing the existing StreetSaver database for errors and inconsistencies as compared to field conditions.
Consultant will prepare a State of the Streets final report and provide mentoring (training) sessions to City to
complete the project.
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T12 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
B. Detailed Description:
Task Description Deliverables Completion Date
1 Data Collection and Field Services -Pavement Conditions
Survey
-Review and update (as
necessary) the inventory of
the entire public street
system.
-Right of Way (ROW)
Imaging
August 30, 2021
2 QA/QC and Pavement Management
System Update
-Pavement Condition Rating
and PCI Calculation
-Database Update
-Network Referencing and
GIS Linkage
-Updated City GIS Shapefile
-State of the Streets Final
Report
October 31, 2021
3 Mentoring (Training) Sessions -Comprehensive Training
Program based on feedback
from City
- A total of six (6) half-day
mentoring session will be
provided
- Scheduled within a 4-month
time frame AFTER the
pavement assessment
work has been completed.
February 28, 2022
3. Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin May 11,
2021 and end on February 28, 2022 for completion of all Required Services.
4. Compensation:
A. Form of Compensation
☒ Fixed Fee Paid in Increments. For the completion of each Deliverable of the Required Services, as identified
in section 2.B., above, City shall pay the fixed fee associated with each Deliverable, in the amounts set forth
below:
Task No. Deliverable Amount
1 Data Collection and Field
Services
$84,660
2 QA/QC and Pavement
Management System Update
$9,640
3 Mentoring (Training) Sessions $9,950
Contingency (if approved in
advance by the City Engineer)
Unknown $0 - $15,750
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T13 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
B. Reimbursement of Costs
☒ None, the compensation includes all costs
Notwithstanding the foregoing, the maximum amount to be paid to the Consultant for services performed through
February 28, 2022 shall not exceed $120,000.
5. Special Provisions:
EXHIBIT B
INSURANCE REQUIREMENTS
Consultant shall adhere to all terms and conditions of Section 3 of the Agreement and agrees to provide the
following types and minimum amounts of insurance, as indicated by checking the applicable boxes (x).
Type of Insurance Minimum Amount Form
☒ General Liability:
Including products and
completed operations,
personal and
advertising injury
$2,000,000 per occurrence for
bodily injury, personal injury
(including death), and property
damage. If Commercial General
Liability insurance with a general
aggregate limit is used, either the
general aggregate limit must apply
separately to this Agreement or the
general aggregate limit must be
twice the required occurrence limit
Insurance Services Office Form
CG 00 01
Additional Insured Endorsement
or Blanket AI Endorsement for
City*
*Must be primary and must not
exclude Products/Completed
Operations
Waiver of Recovery Endorsement
☒ Automobile Liability $1,000,000 per accident for bodily
injury, including death, and
property damage
Insurance Services Office Form
CA 00 01
Code 1-Any Auto
Code 8-Hired
Code 9-Non Owned
☒ Workers’
Compensation
Employer’s Liability
$1,000,000 each accident
$1,000,000 disease policy limit
$1,000,000 disease each employee
Waiver of Recovery Endorsement
☒ Professional Liability
(Errors & Omissions)
$1,000,000 each occurrence
$2,000,000 aggregate
Other Negotiated Insurance Terms: NONE
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T14 City of Chula Vista Agreement No.: 2021-017
Consultant Name: APPLIED RESEARCH ASSOCIATES, INC. Rev. 9/15/20
EXHIBIT C
CONSULTANT CONFLICT OF INTEREST DESIGNATION
The Political Reform Act3 and the Chula Vista Conflict of Interest Code4 (“Code”) require designated state and
local government officials, including some consultants, to make certain public disclosures using a Statement of
Economic Interests form (Form 700). Once filed, a Form 700 is a public document, accessible to any member of
the public. In addition, consultants designated to file the Form 700 are also required to comply with certain ethics
training requirements.5
☒ A. Consultant IS a corporation or limited liability company and is therefore EXCLUDED6 from disclosure.
☐ B. Consultant NOT a corporation or limited liability company and disclosure designation is as follows:
APPLICABLE DESIGNATIONS FOR INDIVIDUAL(S) ASSIGNED TO PROVIDE SERVICES
(Category descriptions available at www.chulavistaca.gov/departments/city-clerk/conflict-of-interest-code.)
Name Email Address Applicable Designation
Enter Name of Each Individual
Who Will Be Providing Service
Under the Contract – If
individuals have different
disclosure requirements,
duplicate this row and
complete separately for each
individual
Enter email address(es) ☐ A. Full Disclosure
☐ B. Limited Disclosure (select one or more of
the categories under which the consultant shall file):
☐ 1. ☐ 2. ☐ 3. ☐ 4. ☐ 5. ☐ 6. ☐ 7.
Justification:
☐ C. Excluded from Disclosure
1. Required Filers
Each individual who will be performing services for the City pursuant to the Agreement and who meets the definition
of “Consultant,” pursuant to FPPC Regulation 18700.3, must file a Form 700.
2. Required Filing Deadlines
Each initial Form 700 required under this Agreement shall be filed with the Office of the City Clerk via the City's online
filing system, NetFile, within 30 days of the approval of the Agreement. Additional Form 700 filings will be required
annually on April 1 during the term of the Agreement, and within 30 days of the termination of the Agreement.
3. Filing Designation
The City Department Director will designate each individual who will be providing services to the City pursuant to the
Agreement as full disclosure, limited disclosure, or excluded from disclosure, based on an analysis of the services the
Consultant will provide. Notwithstanding this designation or anything in the Agreement, the Consultant is ultimately
responsible for complying with FPPC regulations and filing requirements. If you have any questions regarding filing
requirements, please do not hesitate to contact the City Clerk at (619)691-5041, or the FPPC at 1-866-ASK-FPPC, or
(866) 275-3772 *2.
Pursuant to the duly adopted City of Chula Vista Conflict of Interest Code, this document shall serve as the written
determination of the consultant’s requirement to comply with the disclosure requirements set forth in the Code.
Completed by: Patrick C. Moneda, Senior Civil Engineer
1 Cal. Gov. Code §§81000 et seq.; FPPC Regs. 18700.3 and 18704.
4 Chula Vista Municipal Code §§2.02.010-2.02.040.
5 Cal. Gov. Code §§53234, et seq.
6 CA FPPC Adv. A-15-147 (Chadwick) (2015); Davis v. Fresno Unified School District (2015) 237 Cal.App.4th 261; FPPC Reg.
18700.3 (Consultant defined as an “individual” who participates in making a governmental decision; “individual” does not include
corporation or limited liability company).
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v . 0 01 P a g e | 1
May 11, 2021 File ID: 21-0102
TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN EASEMENT PURCHASE
AGREEMENT WITH TERRY ENTERPRISES, LLC IN THE AMOUNT OF $131,000
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
As part of the Sidewalk Gap Third Avenue (STL0426) project City staff is preparing sidewalk improvement
plans for Third Avenue between Zenith Street and Orange Avenue. In order to construct the proposed
improvements, additional right-of-way located at 1500 Third Avenue, Chula Vista, CA (APN: 623-030-09)
will be required for the project. The required additional right-of-way has been appraised and City staff has
negotiated an easement purchase agreement with the property owner, Terry Enterprises LLC. Staff
recommends adopting the resolution to approve the Easement Purchase Agreement.
ENVIRONMENTAL REVIEW
The Development Services Director has reviewed the proposed project for compliance with the California
Environmental Quality Act (CEQA) and has determined that the project qualifies for a Categorical Exemption
pursuant to State CEQA Guidelines Section 15301 Class 1 (Existing Facilities), Section 15303 class 3 (New
Construction or Conversion of Small Structures), Section 15332 Class 32 (In-Fill Development Projects), and
Section 15061(b)(3), because it can be seen with certainty that there is no possibility that the activity in
question may have a significant effect on the environment. Thus, no further environmental review is
required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not Applicable
DISCUSSION
Resolution Approving Easement Purchase Agreement
The Sidewalk Gap Third Avenue (STL0426) project was approved as a part of the Fiscal Year 2018-2022 CIP.
This project proposes to install missing sidewalks along Third Avenue between Zenith Street and Orange
Avenue. The project location was identified as #3 priority in the Chula Vista Pedestrian Master Plan dated
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June 15, 2010. Construction of the proposed sidewalks requires acquisition of additional real property
interests beyond the existing right-of-way limits.
The proposed additional real property is located on the west side of Third Avenue between Orange Avenue
and Anita Street. The acquisition area was appraised by Epic Land Solutions in August of 2019 in accordance
with Federal requirements. The value of the permanent roadway easement was appraised at $123,100.
Subsequently, the property owner requested an independent appraisal, which was completed by Capell
Appraisal Services in August of 2020. Capell Appraisal Services determined the value of the permanent
roadway easement to be $131,000. An offer package was prepared by staff and delivered to Terry
Enterprises LLC for review and concurrence. Mrs. Virginia L. Johnson and Mr. Jolly R. Terry, both Managing
Members of Terry Enterprises LLC, representing the interests of the Limited Liability Company, agreed to
the terms of the Easement Purchase Agreement on January 22, 2021 (see attachment 1).
Staff recommends adopting the resolution to approve the Easement Purchase Agreement.
DECISION-MAKER CONFLICT
Staff has reviewed the property holdings of the City Council members and has found no property holdings
within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item
does not present a disqualifying real property-related financial conflict of interest under California Code of
Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov’t Code
§87100, et seq.).
Staff is not independently aware and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
The proposed real property acquisition in the amount of $131,000 will be funded by TransNet funds
allocated to STL0426. Therefore, there is no additional impact to the TransNet Fund.
ONGOING FISCAL IMPACT
Following approval of the purchase, routine maintenance activities will be extended to the additional public
right-of-way.
ATTACHMENTS
Attachment 1 – Easement Purchase Agreement (APN: 623-030-09)
Staff Contact: Tim Jones, Associate Engineer, Department of Engineering and Capital Projects
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AN EASEMENT PURCHASE
AGREEMENT WITH TERRY ENTERPRISES, LLC IN THE
AMOUNT OF $131,000
WHEREAS, the City of Chula Vista (City) is currently developing plans for installation of
sidewalks on Third Avenue between Zenith Street and Orange Avenue as part of its Sidewalk Gap
Third Avenue (STL0426) project; and
WHEREAS, additional real property interests will be required to construct the proposed
improvements; and
WHEREAS, City staff has negotiated an easement purchase agreement with Terry
Enterprises LLC, owner of the abutting property, to acquire an easement needed for construction
and maintenance of the proposed improvements; and
WHEREAS, adoption of this resolution would approve the easement purchase agreement
to allow the City to acquire an easement over the property owner’s fee title interest; and
WHEREAS, staff recommends approving the easement purchase agreement.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that it approves the Easement Purchase Agreement between the City of Chula Vista and Terry
Enterprises, in the form presented, with such minor modifications as may be required or approved
by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and
authorizes and directs the City Manager to execute same.
Presented by Approved as to form by
William S. Valle, P.E. Glen R. Googins
Director of Engineering and Capital Projects/ City Attorney
City Engineer
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City of Chula Vista Resolution No. __________
CIP Project #: STL0426
1
EASEMENT PURCHASE AGREEMENT
THIS EASEMENT PURCHASE AGREEMENT ("Agreement") is dated as of the ____ day of
___________________, 2021 , by and between Terry Enterprises LLC (collectively "Seller"), and
the City of Chula Vista, a municipal corporation ("Purchaser" or "City").
RECITALS
WHEREAS, Owner is the owner of certain real property located at 1500 Third Ave nue in
the City of Chula Vista, California , more specifically described in Exhibit “A” and shown on a
plat designated as Exhibit “B”, which are attached to and incorporated into this Agreement this
reference (the “Property ”); and
WHEREAS, City desires to acquire an easement over, under, across , within, and through
the Property , as more particularly described in Exhibit “C” hereto attached and incorporated by
reference, for the easement purposes described herein ; and
WHEREAS, Owner desires to sell and City desires to purchase the Easement (as defined
below) upon the terms and conditions set forth in this Agreement; and
NOW, THEREFORE, in consideration of the mutual covenants and agreements
hereinafter set forth and for other good and valuable consideration, the receipt and sufficiency of
which are hereby acknowledged, the parties hereto agree as follows:
ARTICLE I
GRANT OF EASEMENT
1.1 Grant of Easement. Seller agrees to sell and grant to Purchaser an easement over,
under, across, within , and through a portion of the Property , as more particularly described in
Exhibit C, for the Easement Purposes (“Easement”) on the terms and conditions set forth in this
Agreement.
1.2. Deed. The Easement shall be conveyed by deed, free and clear of all liens, but
subject to all encumbrances, easements, matters of survey and restrictions of record. The Deed of
Easement, a draft of which is hereto incorporated by reference and attached as Exhibit B (the
“Deed”), will be recorded Official Records of the San Diego County recorder.
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City of Chula Vista Resolution No. __________
CIP Project #: STL0426
2
ARTICLE II
DESCRIPTION OF EASEMENT
2.1. Easement Purposes. “Easement Purposes” collectively means use of the Property as
is necessary, desirable or advisable for the following purposes:
a. for Street an d Public Utility purposes on, over, under, across, and through.
2.2. Character of Easement. The Easement is exclusive to City and includes the absolute
right of City to use the Easement for the Easement Purposes, which use must not be disturbed,
interrupted or impeded in any manner while this Agreement is in effect.
2.3. Term. The Easement will be an easement in perpetuity for the benefit of City , its
successors, and assigns.
ARTICLE III
PURCHASE PRICE
3 .1. Purchase Price . In consideration of the grant of the Easement, City will pay to Seller
the sum of one hundred thirty -one thousand dollars ($1 31,00 0.00 ).
3 .2. Manner of Payment. Payment of the Purchase Price shall be delivered in the form of
a City check, or by wire transfer of funds at Closing.
ARTICLE IV
CLOSING
4 .1. Time and Place. The close of escrow for the Easement purchase ("Closing") shall be
held at City of Chula Vista, Civic Center, Building B (276 Fourth Ave., Chula Vista, CA 91910)
after all the conditions and obligations of the parties of this Agreement are met.
4 .2. Conditions to Closing. City's obligations under this Agreement are subject to the
satisfaction of the following conditions as of the date of Closing (or as of such earlier date
specified):
a. Title Matters. City shall have obtained a commitment (the "Title Commitment") for
issuance of an ALTA Owner's Policy of Title Insurance (the "Title Policy"). In the
event that the Title Commitment and/or any other physical survey obtained by City
discloses defects of title or other matters unsatisfactory to City, City shall notify
Owner in writing (an "Objection Notice") on or before the sixtieth (60th) day after
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City of Chula Vista Resolution No. __________
CIP Project #: STL0426
3
the date of complete execution of this Agreement, of such title defects or other
matters to which City obje cts. Owner covenants that it shall cure all title objections
which may be cured by execution of a document requiring the signature of no party
other than Owner (including any affidavits which may reasonably be required by
the title insurer).
b. Representations and Warranties . Owner's representations and warranties, as set
forth in Article IV shall be true and correct and unbreached in all material respects
as of the date of Closing.
4.2 Closing Costs. City shall pay all required recordation fees to record the Deed. City
and Owner shall pay all costs of title insurance, survey, due diligence reports , and similar
inspections. Each party hereto shall pay its own attorney's fees.
4.3 Items to be Delivered by Owner . At Closing Owner shall deliver to City the Deed
of Easement provided for in Article I hereof.
4.4 Right of Entry . City and City's authorized representatives may at any reasonable
time and after giving reasonable notice to Owner, enter upon the Property for the purpose of
making inspections, appraisals, surveys, including the cutting of Survey lines and putting up
markers and driving stubs and stakes, site analysis, engineering studies, core sampling for
engineering reports, and locating existing rights of way, easements, and utilities. C ity will exercise
this right of entry in such a way so as to not cause unreasonable damage to the Property. City
agrees, to the extent permitted by law, to indemnify, defend, and save harmless the Owner from
all claims of liability for any personal injury or property damage or otherwise to any person or
property caused by any action or omission of City or its agents. Owner agrees to indemnify and
save harmless the City from all claims of liability for any personal injury or property damage or
otherwise to a ny person or property caused by action or omission of Owner or its agents.
ARTICLE V
OWNER'S REPRESENTATIONS AND WARRANTIES
Owner hereby makes the following warranties, representations and covenants with respect to the
Property
5.1 Leases and other Agreements. At the time of closing, there shall be no written or
unwritten agreements recorded or unrecorded, affecting or relating to the use of the easement.
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City of Chula Vista Resolution No. __________
CIP Project #: STL0426
4
5 .2. Litigation . There is no claim, action, suit, investigation or proceeding, at law, in
equity or otherwise, now pending or, to the best of Owner's knowledge, threatened against Owner,
or with respect to the Property, to which City might become a party. Owner is not subject to the
terms of any decree, judgment or other action of any court, administr ative agency or arbitrator,
which has or could result in a material adverse effect on the Property or Owner's obligations
hereunder.
5 .3. Governmental Requirements. Owner has not received any notice of violation of any
federal, state, city, or other governmental order or requirement issued by any governmental body
or by any action in any court, against or affecting the Property that has not been fully complied
with in all respects to the satisfaction of the governmental authority having jurisdiction.
5 .4. Assessments. There are no unpaid special assessments which affect the Easement.
5 .5. No Conflict. Neither the execution nor the delivery of this Agreement or the
documents contemplated hereby, nor the consummation of the conveyance of the easement to City,
will conflict with or cause a breach of any of the terms and conditions of, or constitute a default
under, any agreement, commitment, note, mortgage, lease, bond, license, permit or other
instrument or obligation by which Owner is bound.
5 .6. Owner's Authority . Owner has full power to enter into this Agreement and to
perform its obligations hereunder.
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City of Chula Vista Resolution No. __________
CIP Project #: STL0426
5
ARTICLE VI
NOTICES
All notices called for hereunder shall be in writing and shall be deemed to have been given when
sent by registered or certified mail, return receipt requested, if to :
OWNER Terry Enterprises LLC
Signed: ______________________________________ Date: __________
Name: _________________________________________________________
Title: __________________________________________________________
Address: _______________________________________________________
CITY ______________________________________ Date: __________
William S. Valle, P.E.,
Director of Engineering & Capital Projects/City Engineer
276 Fourth Avenue, Chula Vista, CA 91910
or to such other address as the party to receive such notice may hereafter request by written notice
to the other.
ARTICLE VII
MISCELLANEOUS
7.1 Time is of the Essence . Time is of the essence of each and every term, condition,
and provision of this Agreement.
7.2 No Third Party Rights. Nothing in this Agreement, express or implied, is intended
to confer upon any person, other than the parties and their respective s uccessors and assigns, any
rights or remedies under this Agreement.
7.3 Further Assurances . Each of the parties, shall, at its own expense, execute,
acknowledge and deliver any further documents and instruments reasonably requested by the other
party and shall take any other action consistent with the terms of this Agreement that may
reasonably be requested by the other party for the purpose of carrying out the terms of this
Agreement.
7.4 Counterparts. This Agreement may be executed in counterparts, each of which
shall be deemed an original, but all of which, together, shall constitute on e and the same
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CIP Project #: STL0426
6
instrument. Facsimile signatures are acceptable provided they are followed by hard copy originals
within five days
7.5 Successors and Assigns . The provisions of this Agreement shall inure to the benefit
of and bind Owner, Bank, Escrow Holder, and their respective successors and assigns.
7.6 Entire Agreement. This Agreement contains the entire understanding and
agreement of the parties hereto relating to the rights herein granted and the obligations herein set
forth. Any prior, contemp oraneous, or subsequent written or oral representations and
modifications concerning this Agreement shall be of no force or effect.
7.7 Amendments and Waivers. This Agreement may not be amended or altered except
by an instrument in writing executed by th e parties. No waiver of any breach of a provision of this
Agreement shall be deemed a waiver of any other provision. No waiver shall be valid unless in
writing and executed by the waiving party.
7.8 Severability . If any portion of this Agreement shall be declared by any court of
competent jurisdiction to be invalid, illegal or unenforceable, such portion shall be deemed severed
from this Agreement, and the remaining parts of this Agreement shall remain in full force and
effect, as fully as though such invalid, illegal or unenforceable portion had never been part of this
Agreement.
7.9 Governing Law . This Agreement is executed and delivered in the State of
California and shall be construed and enforced in accordance with, and governed by, the laws of
th e State of California.
7.10 Administrative Claims Requirements and Procedures . No suit or arbitration shall
be brought arising out of this Agreement against City unless a claim has first been presented in
writing and filed with City and acted upon by City in accordance with the procedures set forth in
Chapter 1.34 of the Chula Vista Municipal Code, as same may be amended, the provisions of
which, including such policies and procedures used by City in the implementation of same, are
incorporated herein by this reference. Upon request by City, Owner shall meet and confer in good
faith with City for the purpose of resolving any dispute over the terms of this Agreement.
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Exhibit A
LEGAL DESCRIPTION
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EXHIBIT “A”
LEGAL DESCRIPTION
Page 1 of 1
FILE NO. STL0426
PROPERTY
REMAINDER PARCEL OF PARCEL MAP NO. 15164, IN THE CITY OF CHULA VISTA, COUNTY OF
SAN DIEGO, STATE OF CALIFORNIA, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN
DIEGO COUNTY, FEBRUARY 29, 1988, AS FILE NO. 88-090173 OF OFFICIAL RECORDS.
ALL AS SHOWN ON EXHIBIT “B” ATTACHED HERETO AND BY REFERENCE MADE A PART HEREOF
APN: 623-030-09
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Exhibit B
PLAT
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276 FOURTH AVENUE
CHULA VISTA, CA 91910
DEPARTMENT OF ENGINEERING &
CITY OF CHULA VISTA
EXHIBIT "B"SHEET 1 OF 1
CAPITAL PROJECTS
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Exhibit C
GRANT OF EASEMENT DEED
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v . 0 01 P a g e | 1
May 11, 2021 File ID: 21-0122
TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AWARDING A DESIGN-BUILD
AGREEMENT FOR THE DESIGN AND PRECONSTRUCTION PHASE (PHASE 1) TO EC CONSTRUCTORS INC.
FOR THE RENOVATION OF FIRE STATION 1 (CIP NO. GGV0252)
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
On November 8, 2016, Chula Vista voters approved Measure P, authorizing a temporary ½ cent sales tax
increase on retail sales within the City for a period of ten (10) years to address failing high priority
infrastructure projects, including Fire Stations Repairs and Replacement. Fire Station No. 1 is located at 447
F Street and is among the busiest stations in the City. It is also in the poorest condition and requires
significant renovations and additional modifications to accommodate fire apparatus upgrades.
On February 4, 2021, the Department of Engineering & Capital Projects issued a Request for Proposals (RFP)
to a list of prequalified Design-Build firms pursuant to Chapter 2.57 of the City's Municipal Code for the
design and construction of Fire Station 1. After review of its proposal, City staff selected EC Constructors Inc.
to provide design and construction services for the renovation of Fire Station No. 1.
ENVIRONMENTAL REVIEW
The Development Services Director has reviewed the proposed project for compliance with the California
Environmental Quality Act (CEQA) and has determined that the project qualifies for a Categorical Exemption
pursuant to State CEQA Guidelines Section 15301 Class 1 (Existing Facilities) and Section 15303 class 3 (New
Construction or Conversion of Small Structures) because the proposed actions would not result in a
significant effect on the environment, create a cumulative impact, damage a scenic highway, or cause a
substantial adverse change in the significance of a historical resource. Thus, no further environmental review
is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable
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DISCUSSION
Fire Station No. 1 has serviced the citizens of Chula Vista since 1948. This facility has offices, dorm rooms
for sleeping, a locker room, an exercise room, bathrooms, a kitchen, a conference room, and parking for three
fire apparatus. The project will address the following areas of need at Fire Station No.1:
The new ladder truck apparatus will not fit in the station apparatus bays as currently configured.
This project proposes to enlarge the apparatus bay to accommodate the new apparatus. The areas
displaced by the enlarged apparatus bay will be relocated in the building requiring further
modifications.
This station lacks modern firefighter accommodations with regard to gender equity. The proposed
renovations will improve dorm privacy and equal access to bathroom facilities.
Many areas of the station are aging and in need of renovation and modernization. The dorm rooms
and bathrooms are in poor condition. The electrical, mechanical, plumbing, and windows and doors
are presenting maintenance problems due to age. The station alerting system has not been updated
to the new City standard system. The project proposes to modernize and improve these facilities.
In accordance with section 2.57.030.C of the City's Municipal Code regarding Collaborative Design-
Build/Progressive Design-Build project delivery methods, the project is proposed to be completed in two
contract phases: (1) a design and preconstruction phase and (2) a final design and construction phase.
During Phase 1 the design will be developed and a Guaranteed Maximum Price (GMP) for the project will be
established. If an agreement is reached on the GMP, EC Constructors Inc. and the City will proceed to finalize
and execute the Phase 2 Contract for the final design and construction portions of the station. Staff will return
to Council for approval of the Phase 2 Contract.
On February 4, 2021, the Department of Engineering & Capital Projects issued a Request for Proposals (RFP)
to a list of prequalified Design-Build firms pursuant to Chapter 2.57 of the City's Municipal Code for the
design and construction of Fire Station No. 1.
The following companies were sent requests for proposals: EC Constructors Inc., Erickson-Hall Construction
Co., Burge Corporation, C.W. Driver LLC., and Balfour Beatty Construction, LLC. One of the companies, EC
Constructors, Inc., responded to the RFP. The proposal was determined to be responsive and the company
was determined to be responsible. EC Constructors Inc. is currently an active licensed Class A, General
Engineering Contractor and Class B, General Building Contractor, (License No. 585677), and has performed
similar work in the City. EC Constructor’s proposal of $501,300 was also determined to be reasonable in
cost.
Staff recommends accepting the proposal and awarding the Phase 1 project contract to EC Constructors Inc.
in the amount of $501,300. Due to the current uncertainty of the facility conditions at Fire Station No. 1 and
the potential need to increase the final project scope, Staff recommends approving a project contingency of
$150,390 (30% of fee amount) and authorizing the City Engineer to approve change orders up to the total of
the approved contingency amount.
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A copy of the Contractor’s Disclosure Statement is included as Attachment 1.
DECISION-MAKER CONFLICT
Staff has reviewed the property holdings of the City Council members and has found no property holdings
within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item
does not present a disqualifying real property related financial conflict of interest under California Code of
Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov’t Code
§87100, et seq.).
Staff is not independently aware, and has not been informed by any Council member, of any other fact that
may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
Adoption of the Resolution will approve a Phase 1 Design-Build agreement with EC Constructors Inc. in an
amount of $501,300 and a contingency amount of $150,390. Measure P funding for the proposed
replacement of Fire Station 1 is budgeted in CIP GGV0252 at $2.4 million. Staff will return in the fall of 2021
with updated estimated construction costs and a recommended guaranteed maximum price (GMP) for City
Council consideration.
ONGOING FISCAL IMPACT
Upon the completion of the project, routine maintenance of the building will be required.
ATTACHMENTS
1. Contractor’s Disclosure Statement.
Staff Contact: Jonathan Salsman
2021-05-11 Agenda Packet Page 83 of 618
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA AWARDING A DESIGN-BUILD AGREEMENT
FOR THE DESIGN AND PRECONSTRUCTION PHASE
(PHASE 1) TO EC CONSTRUCTORS INC. FOR THE
RENOVATION OF FIRE STATION 1 (CIP NO. GGV0252)
WHEREAS, Fire Station No. 1 has serviced the citizens of Chula Vista since 1948, and is
in need of renovation; and
WHEREAS, on February 4, 2021, the Department of Engineering & Capital Projects issued
a Request for Proposals (RFP) for the renovation of Fire Station 1 to a list of prequalified Design-
Build entities in accordance with Chapter 2.57 of the Chula Vista Municipal Code; and
WHEREAS, EC Constructors, Inc. provided a proposal and staff determined the proposal
was responsive and the company was responsible; and
WHEREAS, staff determined that the cost of EC Constructors, Inc.’s proposal, $501,300,
was reasonable; and
WHEREAS, in accordance with section 2.57.030.C of the Chula Vista Municipal Code, it
is intended that the project be completed in two contract phases: (1) a design and preconstruction
phase, and (2) a final design and construction phase; and
WHEREAS, staff recommends awarding the Phase 1 Contract in the amount of $501,300
to EC Constructors, Inc.; and
WHEREAS, due to the uncertainty regarding the current facility conditions of aging Fire
Station No. 1 and the potential need to increase the final project scope, Staff recommends
approving a project contingency of $150,390 (30% of fee amount) and authorizing the City
Engineer to approve change orders up to the total of the approved contingency amount; and
WHEREAS, funding for the Phase 1 Contract amount and contingency amount are
included in CIP GGV0252 and no additional appropriation is required as sufficient funds are
available in the approved CIP budget.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that it awards an agreement for the design and preconstruction phase (Phase 1) of the “Renovation
of Fire Station 1 (CIP NO. GGV0252)” project to EC Constructors, Inc. in the amount of $501,300.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it
authorizes and directs the City Manager to execute the agreement, in a form approved by the City
Attorney, and directs a copy of the agreement to be kept on file in the Office of the City Clerk.
2021-05-11 Agenda Packet Page 84 of 618
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it
approves a project contingency amount of $150,390 and authorizes the City Engineer to approve
change orders up to the total of the approved project contingency amount.
Presented by Approved as to form by
William S. Valle Glen R. Googins
Director of Engineering & Capital Projects City Attorney
2021-05-11 Agenda Packet Page 85 of 618
Renovation of Fire Station No. 1
In the City of Chula Vista, CA
CIP: GGV0252
CITY OF CHULA VISTA DISCLOSURE STATEMENT
Pursuant to Council Policy 101-01, prior to any action upon matters that will require discretionary action
by the Council, Planning Commission and all other official bodies of the City, a statement of disclosure of
certain ownership or financial interests, payments, or campaign contributions for a City of Chula Vista
election must be filed. The following information must be disclosed:
1. List the names of all persons having a financial interest in the property that is the subject of the
application or the contract, e.g., owner, applicant, contractor, subcontractor, material supplier.
2. If any person* identified pursuant to (1) above is a corporation or partnership, list the names of all
individuals with a $2000 investment in the business (corporation/partnership) entity.
3. If any person* identified pursuant to (1) above is a non-profit organization or trust, list the names
of any person serving as director of the non-profit organization or as trustee or beneficiary or
trustor of the trust.
4. Please identify every person, including any agents, employees, consultants, or independent
contractors you have assigned to represent you before the City in this matter.
5. Has any person* associated with this contract had any financial dealings with an official** of the
City of Chula Vista as it relates to this contract within the past 12 months? Yes No_____
None
None
None
None
X
2021-05-11 Agenda Packet Page 86 of 618
Renovation of Fire Station No. 1
In the City of Chula Vista, CA
CIP: GGV0252
If Yes, briefly describe the nature of the financial interest the official** may have in this contract.
6. Have you made a contribution of more than $250 within the past twelve (12) months to a current
member of the Chula Vista City Council? No __ Yes __ If yes, which Council member?
7. Have you provided more than $340 (or an item of equivalent value) to an official** of the City of
Chula Vista in the past twelve (12) months? (This includes being a source of income, money to
retire a legal debt, gift, loan, etc.) Yes No ____
If Yes, which official** and what was the nature of item provided?
Date: _______________________________________
Signature of Contractor/Applicant
_______________________________ _______________________________________
Name of Company, Firm or Entity Print or type name of Contractor/Applicant
_______________________________________
Title
* Person is defined as: any individual, firm, co-partnership, joint venture, association, social club,
fraternal organization, corporation, estate, trust, receiver, syndicate, any other county, city,
municipality, district, or other political subdivision, -or any other group or combination acting as
a unit.
** Official includes, but is not limited to: Mayor, Council member, Planning Commissioner,
Member of a board, commission, or committee of the City, employee, or staff members.
X
X
4/16/21
EC Constructors, Inc.James J. Summers
President
2021-05-11 Agenda Packet Page 87 of 618
v . 0 01 P a g e | 1
May 11, 2021 File ID: 21-0123
TITLE
A. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING $1,000,000 FROM
THE BOARD OF STATE AND COMMUNITY CORRECTIONS, ADDING ONE PEACE OFFICER TO THE
AUTHORIZED STAFFING LEVEL OF THE POLICE DEPARTMENT, AND APPROPRIATING $48,556 TO
THE FISCAL YEAR 2020/2021 POLICE GRANTS SECTION OF THE STATE GRANTS FUND FOR THE
PROPOSITION 64 PUBLIC HEALTH AND SAFETY GRANT PROGRAM (4/5 VOTE REQUIRED)
B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENT
NUMBER BSCC 945-21 WITH THE BOARD OF STATE COMMUNITY CORRECTIONS FOR THE
PROPOSITION 64 PUBLIC HEALTH AND SAFETY GRANT PROGRAM
C. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AGREEMENTS
WITH SOUTH BAY COMMUNITY SERVICES AND SAN DIEGO ASSOCIATION OF GOVERNMENTS FOR
THE PROPOSITION 64 PUBLIC HEALTH AND SAFETY GRANT PROGRAM
RECOMMENDED ACTION
Council adopt the resolutions.
SUMMARY
On April 8, 2021 the Police Department received notice of a $1,000,000 competitive award of the BSCC
Proposition 64 Public Health and Safety Cohort 2 grant. The award has been granted to develop a robust
program, in partnership with City code enforcement, South Bay Community Services (SBCS) and San Diego
Association of Governments (SANDAG), to monitor licensed/legal cannabis dispensaries, identify and
mitigate illegal dispensaries, develop a youth, parent and community education program, and establish a
youth diversion program for the City.
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed activity for compliance with the California
Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as d efined under
Section 15378 of the State CEQA Guidelines because it will not result in a physical change in the environment;
therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA.
Thus, no environmental review is required.
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BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
On January 28, 2021, Chula Vista Police Department, in partnership with Chula Vista Code Enforcement
division of the Development Services Department, SANDAG and SBCS, applied for Proposition 64 funding to
address local impacts due to the legalization of adult-use recreational cannabis in California. The Proposition
64 Public Health and Safety (Prop 64 PH&S) Grant Program is funded through the California State and Local
Government Law Enforcement Account and administered by the Board of State and Community Corrections
(BSCC). On April 8, 2021, the Police Department received notice of the BSCC Prop 64 PH&S grant award in
the amount of $1,000,000.
This award will provide funding to address impacts in Chula Vista surrounding monitoring of licensed/legal
cannabis dispensaries, identification and removal of illegal dispensaries, and implementation of programs
aimed at youth prevention and education, parent and community education, and preventing sales to minors
by either legal or illegal cannabis dispensaries. Funding has been granted for salaries and benefits of a police
officer (assigned to the Special Investigations Unit of the Police Department) to oversee the program and
grant, review license applications and serve as a liaison with the community. Additionally, overtime is
funded for a code enforcement officer and other police personnel to assist in conducting inspections of
facilities and decoy operations. Furthermore, contractual services with SBCS for youth development,
prevention and intervention services, and with SANDAG to perform grant program evaluation, are included
in the grant funds.
Four goals have been identified in Chula Vista’s Prop 64 PH&S grant funding:
1) Decrease the use of marijuana among at-risk youth.
2) Increase parents’ and other community members’ knowledge of the risks of marijuana use and
dangers associated with illegal recreational dispensaries.
3) Ensure licensed/legal dispensaries comply with local laws and regulations.
4) Reduce the number of illegal commercial cannabis entities operating in the City of Chula Vista.
The Prop 64 PH&S award covers a 3-year project period of May 1, 2021 to April 30, 2024. When the project
activity period ends April 30, 2024, the 6-month period of May 1, 2024 to October 31, 2024 is for completion
of Final Local Evaluation Report (conducted by SANDAG).
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
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CURRENT-YEAR FISCAL IMPACT
Approval of Resolution A will result in the acceptance of $1,000,000 from the Board of State Community
Corrections for the Proposition 64 Public Health and Safety Grant Program and the addition of one Peace
Officer to the authorized staffing of the Police Department. Since the performance period of the grant begins
on May 1, 2021, there is a one-time appropriation of $34,924 to the personnel category, $10,833 for
contractual services in the supplies and services category and $2,799 for indirect costs in the Other category
of the FY 2020/2021 Police Grant Section of the State Grants Fund. The funding from the BSCC will
completely offset these costs, resulting in no net fiscal impact to the General Fund.
ONGOING FISCAL IMPACT
Because the grant period covers multiple fiscal years, future budgets will include $951,444 in the base line
budgets as noted below over the three-year grant period.
CATEGORY FY 20/21 FY 21/22 FY 22/23 FY 23/24 FY 24/25 3-YEAR TOTAL
Officer Salaries and Benefits $30,227 $181,361 $181,361 $151,134 $0 $544,083
Overtime $4,697 $28,180 $28,180 $23,483 $0 $84,540
Diversion/Prevention/Intervention
Contractual Services (SBCS) $10,833 $65,000 $65,000 $54,167 $0 $195,000
Program Evaluation (SANDAG) $0 $37,000 $19,000 $50,000 $20,000 $126,000
Indirect Costs $2,799 $16,792 $16,792 $13,994 $0 $50,377
TOTAL BSCC FUNDING $48,556 $328,333 $310,333 $292,778 $20,000 $1,000,000
Fiscal Impact - Officer Salaries and
Benefits after 4/30/2024 $30,227 $181,361
Personnel costs for the Peace Officer beyond the grant period (ending 4/30/2024) are contingent upon
additional grant funding or available City funds. To retain this Officer position, the fiscal impact is $30,227
in FY 23/24, and $181,361 in FY 24/25.
ATTACHMENTS
Attachment 1: Agreement with BSCC for Proposition 64 Public Health & Safety Grant Program Cohort 2
Attachment 2: Agreement with South Bay Community Services (SBCS)
Attachment 3: Agreement with San Diego Association of Governments (SANDAG)
Staff Contact: Captain Eric Thunberg, Police Department
2021-05-11 Agenda Packet Page 90 of 618
STATE OF CALIFORNIA DEPARTMENT OF GENERAL SERVICES SCO ID: 5227-BSCC94521
STANDARD AGREEMENT AGREEMENT NUMBER PURCHASING AUTHORITY NUMBER (If Applicable)
STD 213 (Rev 03/2019) BSCC 945-21 BSCC-5227
1. This Agreement is entered into between the Contracting Agency and the Contractor named below:
CONTRACTING AGENCY NAME
BOARD OF STATE AND COMMUNITY CORRECTIONS
CONTRACTOR NAME
CITY OF CHULA VISTA
2. The term of this Agreement is:
START DATE
MAY 1, 2021
THROUGH END DATE
OCTOBER 31, 2024
3. The maximum amount of this Agreement is:
$1,000,000.00
4. The parties agree to comply with the terms and conditions of the following exhibits, attachments, and appendices which are
by this reference made a part of the Agreement.
EXHIBITS TITLE PAGES
Exhibit A Scope of Work 3
Exhibit B Budget Detail and Payment Provisions 4
Exhibit C General Terms and Conditions (04/2017) 4
Exhibit D
Special Terms and Conditions 4
Attachment 1* Proposition 64 Public Health & Safety (Prop 64 PH&S) Grant Request for Proposals *
Attachment 2 Prop 64 PH&S Grant Proposal 27
Appendix A
Prop 64 PH&S Scoring Panel 1
Appendix K Criteria for Non-Governmental Organization’s Receiving BSCC Funds 2
* This item is hereby incorporated by reference and can be viewed at:
http://www.bscc.ca.gov/proposition-64-public-health-safety-grant-program/
IN WITNESS WHEREOF, THIS AGREEMENT HAS BEEN EXECUTED BY THE PARTIES HERETO.
CONTRACTOR
CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership, etc.)
CITY OF CHULA VISTA
CONTRACTOR BUSINESS ADDRESS CITY STATE ZIP
276 Fourth Avenue Chula Vista CA 91910
PRINTED NAME OF PERSON SIGNING TITLE
MARIA KACHADOORIAN City Manager
CONTRACTOR AUTHORIZED SIGNATURE DATE SIGNED
STATE OF CALIFORNIA
CONTRACTING AGENCY NAME
BOARD OF STATE AND COMMUNITY CORRECTIONS
CONTRACTING AGENCY ADDRESS CITY STATE ZIP
2590 Venture Oaks Way, Suite 200 Sacramento CA 95833
PRINTED NAME OF PERSON SIGNING TITLE
RICARDO GOODRIDGE Deputy Director
CONTRACTING AGENCY AUTHORIZED SIGNATURE DATE SIGNED
CALIFORNIA DEPARTMENT OF GENERAL SERVICES APPROVAL: EXEMPT PER SCM, VOLUME 1, CH. 4.06
2021-05-11 Agenda Packet Page 91 of 618
City of Chula Vista
BSCC 945-21
Page 1 of 3
EXHIBIT A: SCOPE OF WORK
Rev 04/2020
1. GRANT AGREEMENT–PROPOSITION 64 PUBLIC HEALTH AND SAFETY GRANT COHORT 2
This Grant Agreement is between the State of California, Board of State and Community
Corrections (hereafter referred to as BSCC) and the City of Chula Vista (hereafter referred to as
the Grantee or Contractor).
2. PROJECT SUMMARY AND ADMINISTRATION
A. The Fiscal Year 2020-21 State Budget includes funding in the amount of $51,788,690 for local
assistance grants for the Proposition 64 Public Health and Safety (Prop 64 PH&S) Cohort 2
Grant Program, to be administered by the BSCC.
The purpose of this grant program is to fund projects that assist with law enforcement efforts,
fire protection efforts, or other local projects addressing public health and safety associated
with the implementation of the Control, Regulate and Tax Adult Use of Marijuana Act (AUMA).
B. Grantee agrees to administer the project in accordance with Attachment 1: Prop 64 PH&S Grant
Program Cohort 2 Request for Proposals (incorporated by reference) and Attachment 2: Grant
Proposal, which are attached and hereto and made part of this agreement.
3. PROJECT OFFICIALS
A. The BSCC's Executive Director or designee shall be the BSCC's representative for
administration of the Grant Agreement and shall have authority to make determinations relating
to any controversies that may arise under or regarding the interpretation, performance, or
payment for work performed under this Grant Agreement.
B. The Grantee’s project officials shall be those identified as follows:
Authorized Officer with legal authority to sign:
Name: Maria Kachadoorian
Title: City Manager
Address: 276 Fourth Avenue, Chula Vista, CA 91910
Phone: 619-691-2398
Designated Financial Officer authorized to receive warrants:
Name: Jonathan Alegre
Title: Administrative Services Manager
Address: 315 Fourth Avenue, Chula Vista, CA 91910
Phone: 619-476-2570
Email: jalegre@chulavistapd.org
Project Director authorized to administer the project:
Name: Michael Varga
Title: Sergeant, Chula Vista Police Department
Address: 315 Fourth Avenue, Chula Vista, CA 91910
Phone: 619-691-5059
Email: mvarga@chulavistapd.org
C. Either party may change its project representatives upon written notice to the other party.
D. By signing this Grant Agreement, the Authorized Officer listed above warrants that he or she
has full legal authority to bind the entity for which he or she signs.
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City of Chula Vista
BSCC 945-21
Page 2 of 3
EXHIBIT A: SCOPE OF WORK
Rev 04/2020
4. DATA COLLECTION
Grantees will be required to comply with all data collection and reporting requirements as described
in Attachment 1: Prop 64 PH&S Grant Program Cohort 2 Request for Proposals and Attachment 2:
Grant Proposal.
5. REPORTING REQUIREMENTS
A. Grantee will submit quarterly progress reports in a format prescribed by the BSCC. These
reports, which will describe progress made on program objectives and include required data,
shall be submitted according to the following schedule:
Quarterly Progress Report Periods Due no later than:
1. May 1, 2021 to June 30, 2021 August 15, 2021
2. July 1, 2021 to September 30, 2021 November 15, 2021
3. October 1, 2021 to December 31, 2021 February 15, 2022
4. January 1, 2022 to March 31, 2022 May 15, 2022
5. April 1, 2022 to June 30, 2022 August 15, 2022
6. July 1, 2022 to September 30, 2022 November 15, 2022
7. October 1, 2022 to December 31, 2022 February 15, 2023
8. January 1, 2023 to March 31, 2023 May 15, 2023
9. April 1, 2023 to June 30, 2023 August 15, 2023
10. July 1, 2023 to September 30, 2023 November 15, 2023
11. October 1, 2023 to December 31, 2023 February 15, 2024
12. January 1, 2024 to March 31, 2024 May 15, 2024
13. April 1, 2024 to April 30, 2024 June 15, 2024
Note: Project activity period ends April 30, 2024. The period of May 1, 2024 to October
31, 2024 is for completion of Final Local Evaluation Report and the financial audit only.
B. Evaluation Documents Due no later than:
1. Local Evaluation Plan August 1, 2021
2. Final Local Evaluation Report October 31, 2024
C. Other Due no later than:
Financial Audit October 31, 2024
6. PROJECT RECORDS
A. The Grantee shall establish an official file for the project. The file shall contain adequate
documentation of all actions taken with respect to the project, including copies of this Grant
Agreement, approved program/budget modifications, financial records and required reports.
B. The Grantee shall establish separate accounting records and maintain documents and other
evidence sufficient to properly reflect the amount, receipt, and disposition of all project funds,
including grant funds and the total cost of the project. Source documentation includes copies
of all awards, applications, approved modifications, financial records and narrative reports.
C. Personnel and payroll records shall include the time and attendance reports for all individuals
reimbursed under the grant, whether they are employed full-time or part-time. Time and effort
reports are also required for all subcontractors and consultants.
2021-05-11 Agenda Packet Page 93 of 618
City of Chula Vista
BSCC 945-21
Page 3 of 3
EXHIBIT A: SCOPE OF WORK
Rev 04/2020
D. The grantee shall maintain documentation of donated goods and/or services, including the
basis for valuation.
E. Grantee agrees to protect records adequately from fire or other damage. When records are
stored away from the Grantee’s principal office, a written index of the location of records stored
must be on hand and ready access must be assured.
F. All Grantee records relevant to the project must be preserved a minimum of three (3) years
after closeout of the grant project and shall be subject at all reasonable times to inspection,
examination, monitoring, copying, excerpting, transcribing, and auditing by the BSCC or
designees. If any litigation, claim, negotiation, audit, or other action involving the records has
been started before the expiration of the three-year period, the records must be retained until
the completion of the action and resolution of all issues which arise from it or until the end of
the regular three-year period, whichever is later.
7. CONFLICT OF INTEREST
A. Existing law prohibits any grantee, subgrantee, partner or like party who participated on the
Prop 64 PH&S Scoring Panel (see Contract Appendix A) from receiving funds from the Prop 64
PH&S Cohort 2 grants awarded under this RFP. Applicants who are awarded grants under this
RFP are responsible for reviewing the Prop 64 PH&S Scoring Panel membership roster (see
Contract Appendix A) and ensuring that no grant dollars are passed through to any entity
represented by the members of the Prop 64 PH&S Scoring Panel.
B. In cases of an actual conflict of interest with a Scoring Panel member, the Board may revoke
the grant award and legal consequences could exist for the parties involved, including, but not
limited to, repayment of the grant award.
8. FINANCIAL AUDIT
Grantees are required to provide the BSCC with a financial audit no later than the end of the
contract term, October 31, 2024. The financial audit shall be performed by a Certified Public
Accountant or a participating county or city auditor that is organizationally independent from the
participating county’s or city’s project financial management functions. Expenses for this final audit
may be reimbursed for actual costs up to $25,000.
2021-05-11 Agenda Packet Page 94 of 618
City of Chula Vista
BSCC 945-21
Page 1 of 4
EXHIBIT B: BUDGET DETAIL AND PAYMENT PROVISIONS
Rev 04/2020
1. INVOICING AND PAYMENTS
A. The Grantee shall be paid quarterly in arrears by submitting an invoice (Form 201) to the BSCC
that outlines actual expenditures claimed for the invoicing period.
Quarterly Invoicing Periods: Due no later than:
1. May 1, 2021 to June 30, 2021 August 15, 2021
2. July 1, 2021 to September 30, 2021 November 15, 2021
3. October 1, 2021 to December 31, 2021 February 15, 2021
4. January 1, 2022 to March 31, 2022 May 15, 2021
5. April 1, 2022 to June 30, 2022 August 15, 2022
6. July 1, 2022 to September 30, 2022 November 15, 2022
7. October 1, 2022 to December 31, 2022 February 15, 2023
8. January 1, 2023 to March 31, 2023 May 15, 2023
9. April 1, 2023 to June 30, 2023 August 15, 2023
10. July 1, 2023 to September 30, 2023 November 15, 2023
11. October 1, 2023 to December 31, 2023 February 15, 2024
12. January 1, 2024 to March 31, 2024 May 15, 2024
13. April 1, 2024 to April 30, 2024 June 15, 2024
Final Invoicing Periods*: Due no later than:
14. May 1, 2024 to June 30, 2024 August 15, 2024
15. July 1, 2024 to October 31, 2024 December 15, 2024
*Note: Only expenditures associated with completion of the Final Local Evaluation Report
and the financial audit may be included on these last two invoices.
B. All project expenditures (excluding costs associated with the completion of the Final Local
Evaluation Report and the financial audit) must be incurred by the end of the grant project period,
April 30, 2024, and included on the invoice due June 15, 2024. Project expenditures incurred
after April 30, 2024 will not be reimbursed.
C. The Final Local Evaluation Report is due to BSCC by October 31, 2024. Expenditures incurred
solely for the completion of the Final Local Evaluation Report during the period of May 1. 2024 to
October 31, 2024 must be submitted on the invoice due December 15, 2024. Supporting fiscal
documentation will be required for all expenditures claimed during the Final Invoicing Periods and must
be submitted with your final invoice due no later than December 15, 2024.
D. The financial audit is due to BSCC by October 31, 2024. Expenditures incurred solely for the
completion of the financial audit during the period of May 1. 2024 to October 31, 2024 must be
submitted on the invoice due December 15, 2024. Supporting fiscal documentation will be required
for all expenditures claimed during the Final Invoicing Periods and must be submitted with your final
invoice due no later than December 15, 2024.
E. Grantee shall submit an invoice to the BSCC each invoicing period, even if grant funds are not
expended or requested during the invoicing period.
F. Upon the BSCC’s request, supporting documentation must be submitted for project expenditures.
Grantees are required to maintain supporting documentation for all expenditures on the project
site for the life of the grant and make it readily available for review during BSCC site visits. See
Exhibit A. Scope of Work, Item 6. Project Records.
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2. GRANT AMOUNT AND LIMITATION
A. In no event shall the BSCC be obligated to pay any amount in excess of the grant award. Grantee
waives any and all claims against the BSCC, and the State of California on account of project
costs that may exceed the sum of the grant award.
B. Under no circumstance will a budget item change be authorized that would cause the project to
exceed the amount of the grant award identified in this Grant Agreement.
3. BUDGET CONTINGENCY CLAUSE.
A. This grant agreement is valid and enforceable only if sufficient funds are made available through
the Proposition 64 Initiative (the Control, Regulate and Tax Adult Use of Marijuana Act) via the
State and Local Government Law Enforcement Account. On or before July 15th of each fiscal
year, the State Controller shall deposit funds derived from Proposition 64 taxes into the State
and Local Government Law Enforcement Account pursuant to Revenue and Taxation Code
section 34019, subdivision (f)(3). The grantee agrees that the BSCC’s obligation to pay any sum
to the grantee under any provision of this agreement is contingent upon the availability of
sufficient funding made available to the BSCC pursuant to Revenue and Taxation Code section
34019, subdivision (f)(3)(C).
B. If Prop 64 PH&S funding is reduced or falls below estimates contained within the Prop 64 PH&S
Request for Proposals Cohort 2, the BSCC shall have the option to either cancel this Grant
Agreement with no liability occurring to the BSCC or offer an amendment to this agreement to
the Grantee to reflect a reduced amount.
C. If BSCC cancels the agreement pursuant to Paragraph 3(B) or Grantee does not agree to an
amendment in accordance with the option provided by Paragraph 3(B), it is mutually agreed that
the Grant Agreement shall have no further force and effect. In this event, the BSCC shall have
no liability to pay any funds whatsoever to Grantee or to furnish any other considerations under
this Agreement and Grantee shall not be obligated to perform any provisions of this Grant
Agreement except that Grantee shall be required to maintain all project records required by
Paragraph 6 of Exhibit A for a period of three (3) years following the termination of this
agreement.
4. PROJECT COSTS
A. Grantee is responsible for ensuring that actual expenditures are for eligible project costs.
“Eligible” and “ineligible” project costs are set forth in the July 2020 BSCC Grant Administration
Guide, which can be found under Quick Links here:
https://www.bscc.ca.gov/s_correctionsplanningandprograms/
The provisions of the BSCC Grant Administration Guide are incorporated by reference into this
agreement and Grantee shall be responsible for adhering to the requirements set forth therein.
To the extent any of the provisions of the BSCC Grant Administration Guide and this agreement
conflict, the language in this agreement shall prevail.
B. Grantee is responsible for ensuring that invoices submitted to the BSCC claim actual
expenditures for eligible project costs.
C. Grantee shall, upon demand, remit to the BSCC any grant funds not expended for eligible project
costs or an amount equal to any grant funds expended by the Grantee in violation of the terms,
provisions, conditions or commitments of this Grant Agreement.
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D. Grant funds must be used to support new program activities or to augment existing funds that
expand current program activities. Grant funds shall not replace (supplant) any federal, state
and/or local funds that have been appropriated for the same purpose. Violations can result in
recoupment of monies provided under this grantor suspension of future program funding through
BSCC grants.
5. PROMPT PAYMENT CLAUSE
Payment will be made in accordance with, and within the time specified in, Government Code
Chapter 4.5, commencing with Section 927.
6. WITHHOLDING OF GRANT DISBURSEMENTS
A. The BSCC may withhold all or any portion of the grant funds provided by this Grant Agreement
in the event the Grantee has materially and substantially breached the terms and conditions of
this Grant Agreement.
B. At such time as the balance of state funds allocated to the Grantee reaches five percent (5%),
the BSCC may withhold that amount as security, to be released to the Grantee upon compliance
with all grant provisions, including:
1) submittal and approval of the final invoice;
2) submittal and approval of the final progress report; and
3) submittal and approval of any additional required reports, including but not limited to the Final
Local Evaluation Report and the financial audit.
C. The BSCC will not reimburse Grantee for costs identified as ineligible for grant funding. If grant
funds have been provided for costs subsequently deemed ineligible, the BSCC may either
withhold an equal amount from future payments to the Grantee or require repayment of an equal
amount to the State by the Grantee.
D. In the event that grant funds are withheld from the Grantee, the BSCC’s Executive Director or
designee shall notify the Grantee of the reasons for withholding and advise the Grantee of the
time within which the Grantee may remedy the failure or violation leading to the withholding.
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7. PROJECT BUDGET
BUDGET LINE ITEMS GRANT FUNDS
1. Salaries and Benefits $ 628,623
2. Services and Supplies $ 0
3. Professional Services $ 0
4. Non-Governmental Organizations (NGO) Contracts $ 195,000
5. Indirect Costs / Administrative Overhead
(may not exceed 10% of grant award) $ 50,377
6. Equipment / Fixed Assets $ 0
7. Data Collection / Enhancement $ 0
8. Program Evaluation $ 126,000
9. Sustainability Planning $ 0
10. Other (include travel & training costs) $ 0
11. Financial Audit $ 0
TOTAL $ 1,000,000
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EXHIBIT C: GENERAL TERMS AND CONDITIONS (04/2017)
Rev 04/2020
1. APPROVAL: This Agreement is of no force or effect until signed by both parties and approved by
the Department of General Services, if required. Contractor may not commence performance until
such approval has been obtained.
2. AMENDMENT: No amendment or variation of the terms of this Agreement shall be valid unless
made in writing, signed by the parties and approved as required. No oral understanding or
Agreement not incorporated in the Agreement is binding on any of the parties.
3. ASSIGNMENT: This Agreement is not assignable by the Contractor, either in whole or in part,
without the consent of the State in the form of a formal written amendment.
4. AUDIT: Contractor agrees that the awarding department, the Department of General Services, the
Bureau of State Audits, or their designated representative shall have the right to review and to copy
any records and supporting documentation pertaining to the performance of this Agreement.
Contractor agrees to maintain such records for possible audit for a minimum of three (3) years after
final payment, unless a longer period of records retention is stipulated. Contractor agrees to allow
the auditor(s) access to such records during normal business hours and to allow interviews of any
employees who might reasonably have information related to such records. Further, Contractor
agrees to include a similar right of the State to audit records and interview staff in any subcontract
related to performance of this Agreement. (Gov. Code §8546.7, Pub. Contract Code §10115 et seq.,
CCR Title 2, Section 1896).
5. INDEMNIFICATION: Contractor agrees to indemnify, defend and save harmless the State, its
officers, agents and employees from any and all claims and losses accruing or resulting to any and
all contractors, subcontractors, suppliers, laborers, and any other person, firm or corporation
furnishing or supplying work services, materials, or supplies in connection with the performance of
this Agreement, and from any and all claims and losses accruing or resulting to any person, firm or
corporation who may be injured or damaged by Contractor in the performance of this Agreement.
6. DISPUTES: Contractor shall continue with the responsibilities under this Agreement during any
dispute.
7. TERMINATION FOR CAUSE: The State may terminate this Agreement and be relieved of any
payments should the Contractor fail to perform the requirements of this Agreement at the time and
in the manner herein provided. In the event of such termination the State may proceed with the work
in any manner deemed proper by the State. All costs to the State shall be deducted from any sum
due the Contractor under this Agreement and the balance, if any, shall be paid to the Contractor
upon demand.
8. INDEPENDENT CONTRACTOR: Contractor, and the agents and employees of Contractor, in the
performance of this Agreement, shall act in an independent capacity and not as officers or employees
or agents of the State.
9. RECYCLING CERTIFICATION: The Contractor shall certify in writing under penalty of perjury, the
minimum, if not exact, percentage of post-consumer material as defined in the Public Contract Code
Section 12200, in products, materials, goods, or supplies offered or sold to the State regardless of
whether the product meets the requirements of Public Contract Code Section 12209. With respect
to printer or duplication cartridges that comply with the requirements of Section 12156(e), the
certification required by this subdivision shall specify that the cartridges so comply (Pub. Contract
Code §12205).
10. NON-DISCRIMINATION CLAUSE: During the performance of this Agreement, Contractor and its
subcontractors shall not deny the contract’s benefits to any person on the basis of race, religious
creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic
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information, marital status, sex, gender, gender identity, gender expression, age, sexual orientation,
or military and veteran status, nor shall they discriminate unlawfully against any employee or
applicant for employment because of race, religious creed, color, national origin, ancestry, physical
disability, mental disability, medical condition, genetic information, marital status, sex, gender,
gender identity, gender expression, age, sexual orientation, or military and veteran status.
Contractor shall insure that the evaluation and treatment of employees and applicants for
employment are free of such discrimination. Contractor and subcontractors shall comply with the
provisions of the Fair Employment and Housing Act (Gov. Code §12900 et seq.), the regulations
promulgated thereunder (Cal. Code Regs., tit. 2, §11000 et seq.), the provisions of Article 9.5,
Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Gov. Code §§11135-11139.5), and
the regulations or standards adopted by the awarding state agency to implement such article.
Contractor shall permit access by representatives of the Department of Fair Employment and
Housing and the awarding state agency upon reasonable notice at any time during the normal
business hours, but in no case less than 24 hours’ notice, to such of its books, records, accounts,
and all other sources of information and its facilities as said Department or Agency shall require to
ascertain compliance with this clause. Contractor and its subcontractors shall give written notice of
their obligations under this clause to labor organizations with which they have a collective bargaining
or other agreement. (See Cal. Code Regs., tit. 2, §11105.)
Contractor shall include the nondiscrimination and compliance provisions of this clause in all
subcontracts to perform work under the Agreement.
11. CERTIFICATION CLAUSES: The CONTRACTOR CERTIFICATION CLAUSES contained in the
document CCC 04/2017 are hereby incorporated by reference and made a part of this Agreement
by this reference as if attached hereto.
12. TIMELINESS: Time is of the essence in this Agreement.
13. COMPENSATION: The consideration to be paid Contractor, as provided herein, shall be in
compensation for all of Contractor's expenses incurred in the performance hereof, including travel,
per diem, and taxes, unless otherwise expressly so provided.
14. GOVERNING LAW: This contract is governed by and shall be interpreted in accordance with the
laws of the State of California.
15. ANTITRUST CLAIMS: The Contractor by signing this agreement hereby certifies that if these
services or goods are obtained by means of a competitive bid, the Contractor shall comply with the
requirements of the Government Codes Sections set out below.
A. The Government Code Chapter on Antitrust claims contains the following definitions:
1) "Public purchase" means a purchase by means of competitive bids of goods, services, or
materials by the State or any of its political subdivisions or public agencies on whose behalf
the Attorney General may bring an action pursuant to subdivision (c) of Section 16750 of the
Business and Professions Code.
2) "Public purchasing body" means the State or the subdivision or agency making a public
purchase. Government Code Section 4550.
B. In submitting a bid to a public purchasing body, the bidder offers and agrees that if the bid is
accepted, it will assign to the purchasing body all rights, title, and interest in and to all causes of
action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright
Act (Chapter 2 (commencing with Section 16700) of Part 2 of Division 7 of the Business and
Professions Code), arising from purchases of goods, materials, or services by the bidder for sale
to the purchasing body pursuant to the bid. Such assignment shall be made and become effective
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at the time the purchasing body tenders final payment to the bidder. Government Code Section
4552.
C. If an awarding body or public purchasing body receives, either through judgment or settlement,
a monetary recovery for a cause of action assigned under this chapter, the assignor shall be
entitled to receive reimbursement for actual legal costs incurred and may, upon demand, recover
from the public body any portion of the recovery, including treble damages, attributable to
overcharges that were paid by the assignor but were not paid by the public body as part of the
bid price, less the expenses incurred in obtaining that portion of the recovery. Government Code
Section 4553.
D. Upon demand in writing by the assignor, the assignee shall, within one year from such demand,
reassign the cause of action assigned under this part if the assignor has been or may have been
injured by the violation of law for which the cause of action arose and (a) the assignee has not
been injured thereby, or (b) the assignee declines to file a court action for the cause of action.
See Government Code Section 4554.
16. CHILD SUPPORT COMPLIANCE ACT: For any Agreement in excess of $100,000, the contractor
acknowledges in accordance with Public Contract Code 7110, that:
A. The contractor recognizes the importance of child and family support obligations and shall fully
comply with all applicable state and federal laws relating to child and family support enforcement,
including, but not limited to, disclosure of information and compliance with earnings assignment
orders, as provided in Chapter 8 (commencing with section 5200) of Part 5 of Division 9 of the
Family Code; and
B. The contractor, to the best of its knowledge is fully complying with the earnings assignment
orders of all employees and is providing the names of all new employees to the New Hire Registry
maintained by the California Employment Development Department.
17. UNENFORCEABLE PROVISION: In the event that any provision of this Agreement is unenforceable
or held to be unenforceable, then the parties agree that all other provisions of this Agreement have
force and effect and shall not be affected thereby.
18. PRIORITY HIRING CONSIDERATIONS: If this Contract includes services in excess of $200,000,
the Contractor shall give priority consideration in filling vacancies in positions funded by the Contract
to qualified recipients of aid under Welfare and Institutions Code Section 11200 in accordance with
Pub. Contract Code §10353.
19. SMALL BUSINESS PARTICIPATION AND DVBE PARTICIPATION REPORTING
REQUIREMENTS:
A. If for this Contract Contractor made a commitment to achieve small business participation, then
Contractor must within 60 days of receiving final payment under this Contract (or within such
other time period as may be specified elsewhere in this Contract) report to the awarding
department the actual percentage of small business participation that was achieved. (Govt.
Code § 14841.)
B. If for this Contract Contractor made a commitment to achieve disabled veteran business
enterprise (DVBE) participation, then Contractor must within 60 days of receiving final payment
under this Contract (or within such other time period as may be specified elsewhere in this
Contract) certify in a report to the awarding department: (1) the total amount the prime Contractor
received under the Contract; (2) the name and address of the DVBE(s) that participated in the
performance of the Contract; (3) the amount each DVBE received from the prime Contractor; (4)
that all payments under the Contract have been made to the DVBE; and (5) the actual
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percentage of DVBE participation that was achieved. A person or entity that knowingly provides
false information shall be subject to a civil penalty for each violation. (Mil. & Vets. Code §
999.5(d); Govt. Code § 14841.)
20. LOSS LEADER: If this contract involves the furnishing of equipment, materials, or supplies then the
following statement is incorporated: It is unlawful for any person engaged in business within this state
to sell or use any article or product as a “loss leader” as defined in Section 17030 of the Business
and Professions Code. (PCC 10344(e).)
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EXHIBIT D: SPECIAL TERMS AND CONDITIONS
Rev 04/2020
1. GRANTEE’S GENERAL RESPONSIBILITY
D. Grantee agrees to comply with all terms and conditions of this Grant Agreement. Review and
approval by the BSCC are solely for the purpose of proper administration of grant funds and
shall not be deemed to relieve or restrict the Grantee’s responsibility.
E. Grantee is responsible for the performance of all project activities identified in Attachment 1:
Prop 64 PH&S Cohort 2 Request for Proposals and Attachment 2: Grant Proposal/Application
for Funding.
F. Grantee shall immediately advise the BSCC of any significant problems or changes that arise
during the course of the project.
2. GRANTEE ASSURANCES AND COMMITMENTS
A. Compliance with Laws and Regulations
This Grant Agreement is governed by and shall be interpreted in accordance with the laws of
the State of California. Grantee shall at all times comply with all applicable State laws, rules
and regulations, and all applicable local ordinances.
B. Fulfillment of Assurances and Declarations
Grantee shall fulfill all assurances, declarations, representations, and statements made by the
Grantee in Attachment 1: Prop 64 PH&S Cohort 2 Request for Proposal and Attachment 2:
Grant Proposal/Application for Funding, documents, amendments, approved modifications, and
communications filed in support of its request for grant funds.
C. Permits and Licenses
Grantee agrees to procure all permits and licenses necessary to complete the project, pay all
charges and fees, and give all notices necessary or incidental to the due and lawful proceeding
of the project work.
3. POTENTIAL SUBCONTRACTORS
A. In accordance with the provisions of this Grant Agreement, the Grantee may subcontract for
services needed to implement and/or support program activities. Grantee agrees that in the
event of any inconsistency between this Grant Agreement and Grantee’s agreement with a
subcontractor, the language of this Grant Agreement will prevail.
B. Nothing contained in this Grant Agreement or otherwise, shall create any contractual relation
between the BSCC and any subcontractors, and no subcontract shall relieve the Grantee of his
responsibilities and obligations hereunder. The Grantee agrees to be as fully responsible to
the BSCC for the acts and omissions of its subcontractors and of persons either directly or
indirectly employed by any of them as it is for the acts and omissions of persons directly
employed by the Grantee. The Grantee's obligation to pay its subcontractors is an independent
obligation from the BSCC's obligation to make payments to the Grantee. As a result, the BSCC
shall have no obligation to pay or to enforce the payment of any moneys to any subcontractor.
C. Grantee shall ensure that all subcontractors comply with the eligibility requirements stated in
the Prop 64 PH&S Grant Cohort 2 RFP and described in Appendix B.
D. Grantee assures that for any subcontract awarded by the Grantee, such insurance and fidelity
bonds, as is customary and appropriate, will be obtained.
E. Grantee agrees to place appropriate language in all subcontracts for work on the project
requiring the Grantee’s subcontractors to:
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1) Books and Records
Maintain adequate fiscal and project books, records, documents, and other evidence
pertinent to the subcontractor’s work on the project in accordance with generally accepted
accounting principles. Adequate supporting documentation shall be maintained in such
detail so as to permit tracing transactions from the invoices, to the accounting records, to
the supporting documentation. These records shall be maintained for a minimum of three
(3) years after the acceptance of the final grant project audit under the Grant Agreement
and shall be subject to examination and/or audit by the BSCC or designees, state
government auditors or designees, or by federal government auditors or designees.
2) Access to Books and Records
Make such books, records, supporting documentations, and other evidence available to the
BSCC or designee, the State Controller’s Office, the Department of General Services, the
Department of Finance, California State Auditor, and their designated representatives
during the course of the project and for a minimum of three (3) years after acceptance of
the final grant project audit. The Subcontractor shall provide suitable facilities for access,
monitoring, inspection, and copying of books and records related to the grant-funded
project.
4. PROJECT ACCESS
Grantee shall ensure that the BSCC, or any authorized representative, will have suitable access to
project activities, sites, staff and documents at all reasonable times during the grant period including
those maintained by subcontractors. Access to program records will be made available by both the
grantee and the subcontractors for a period of three (3) years following the end of the grant period.
5. ACCOUNTING AND AUDIT REQUIREMENTS
A. Grantee agrees that accounting procedures for grant funds received pursuant to this Grant
Agreement shall be in accordance with generally accepted government accounting principles
and practices, and adequate supporting documentation shall be maintained in such detail as to
provide an audit trail. Supporting documentation shall permit the tracing of transactions from
such documents to relevant accounting records, financial reports and invoices.
B. Grantees are required to provide the BSCC with a financial audit within no later than the end of
the contract term (October 31, 2023). The financial audit shall be performed by a Certified Public
Accountant or a participating county or city auditor that is organizationally independent from the
participating county or city’s project financial management functions. Expenses for this final
audit may be reimbursed for actual costs up to $25,000.
C. The BSCC reserves the right to call for a program or financial audit at any time between the
execution of this Grant Agreement and three years following the end of the grant period. At
any time, the BSCC may disallow all or part of the cost of the activity or action determined to
not be in compliance with the terms and conditions of this Grant Agreement or take other
remedies legally available.
6. DEBARMENT, FRAUD, THEFT OR EMBEZZLEMENT
It is the policy of the BSCC to protect grant funds from unreasonable risks of fraudulent, criminal,
or other improper use. As such, the Board will not enter into contracts or provide reimbursement to
grantees that have been:
1. debarred by any federal, state, or local government entities during the period of
debarment; or
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2. convicted of fraud, theft, or embezzlement of federal, state, or local government grant
funds for a period of three years following conviction.
Furthermore, the BSCC requires grant recipients to provide an assurance that there has been no
applicable debarment, disqualification, suspension, or removal from a federal, state or local grant
program on the part of the grantee at the time of application and that the grantee will immediately
notify the BSCC should such debarment or conviction occur during the term of the Grant contract.
BSCC also requires that all grant recipients include, as a condition of award to a subgrantee or
subcontractor, a requirement that the subgrantee or subcontractor will provide the same
assurances to the grant recipient. If a grant recipient wishes to consider a subgrantee or
subcontractor that has been debarred or convicted, the grant recipient must submit a written
request for exception to the BSCC along with supporting documentation.
All Grantees must have on file with the BSCC a completed and signed Certification of Compliance
with BSCC Policies on Debarment, Fraud, Theft and Embezzlement (required as Attachment F of
the original Proposal Package).
7. MODIFICATIONS
No change or modification in the project will be permitted without prior written approval from the
BSCC. Changes may include modification to project scope, changes to performance measures,
compliance with collection of data elements, and other significant changes in the budget or program
components contained in Attachment 1: Prop 64 PH&S Cohort 2 Request for Proposals/Application
for Funding, or approved modifications. Changes shall not be implemented by the project until
authorized in writing by the BSCC.
8. TERMINATION
A. This Grant Agreement may be terminated by the BSCC at any time after grant award and prior
to completion of project upon action or inaction by the Grantee that constitutes a material and
substantial breech of this Grant Agreement. Such action or inaction includes but is not limited
to:
1) substantial alteration of the scope of the grant project without prior written approval of the
BSCC;
2) refusal or inability to complete the grant project in a manner consistent with Attachment 1:
Prop 64 PH&S Request for Proposal/Application for Funding, or approved modifications, or
approved modifications; and
3) failure to meet prescribed assurances, commitments, recording, accounting, auditing, and
reporting requirements of the Grant Agreement.
B. Prior to terminating the Grant Agreement under this provision, the BSCC shall provide the
Grantee at least 30 calendar days written notice stating the reasons for termination and effective
date thereof. The Grantee may appeal the termination decision in accordance with the
instructions listed in Exhibit D: Special Terms and Conditions, Number 9. Settlement of
Disputes.
9. SETTLEMENT OF DISPUTES
A. The parties shall deal in good faith and attempt to resolve potential disputes informally. If the
dispute persists, the Grantee shall submit to the BSCC Corrections Planning and Grant
Programs Division Deputy Director a written demand for a final decision regarding the
disposition of any dispute between the parties arising under, related to, or involving this Grant
Agreement. Grantee’s written demand shall be fully supported by factual information. The
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BSCC Corrections Planning and Grant Programs Division Deputy Director shall have 30 days
after receipt of Grantee’s written demand invoking this Section “Disputes” to render a written
decision. If a written decision is not rendered within 30 days after receipt of the Grantee’s
demand, it shall be deemed a decision adverse to the Grantee’s contention. If the Grantee is
not satisfied with the decision of the BSCC Corrections Planning and Grant Programs Division
Deputy Director, the Grantee may appeal the decision, in writing, within 15 days of its issuance
(or the expiration of the 30-day period in the event no decision is rendered), to the BSCC
Executive Director, who shall have 45 days to render a final decision. If the Grantee does not
appeal the decision of the BSCC Corrections Planning and Grant Programs Division Deputy
Director, the decision shall be conclusive and binding regarding the dispute and the Contractor
shall be barred from commencing an action in court, or with the Victims Compensation
Government Claims Board, for failure to exhaust Grantee’s administrative remedies.
B. Pending the final resolution of any dispute arising under, related to or involving this Grant
Agreement, Grantee agrees to diligently proceed with the performance of this Grant Agreement,
including the providing of services in accordance with the Grant Agreement. Grantee’s failure
to diligently proceed in accordance with the State’s instructions regarding this Grant Agreement
shall be considered a material breach of this Grant Agreement.
C. Any final decision of the State shall be expressly identified as such, shall be in writing, and shall
be signed by the Executive Director, if an appeal was made. If the Executive Director fails to
render a final decision within 45 days after receipt of the Grantee’s appeal for a final decision,
it shall be deemed a final decision adverse to the Grantee’s contentions. The State’s final
decision shall be conclusive and binding regarding the dispute unless the Grantee commences
an action in a court of competent jurisdiction to contest such decision within 90 days following
the date of the final decision or one (1) year following the accrual of the cause of action,
whichever is later.
D. The dates of decision and appeal in this section may be modified by mutual consent, as
applicable, excepting the time to commence an action in a court of competent jurisdiction.
9. UNION ACTIVITIES
For all agreements, except fixed price contracts of $50,000 or less, the Grantee acknowledges that
applicability of Government Code §§16654 through 16649 to this Grant Agreement and agrees to
the following:
A. No State funds received under the Grant Agreement will be used to assist, promote or deter
union organizing.
B. Grantee will not, for any business conducted under the Grant Agreement, use any State
property to hold meetings with employees or supervisors, if the purpose of such meetings is to
assist, promote or deter union organizing, unless the State property is equally available to the
general public for holding meetings.
C. If Grantee incurs costs or makes expenditures to assist, promote or deter union organizing,
Grantee will maintain records sufficient to show that no reimbursement from State funds has
been sought for these costs, and that Grantee shall provide those records to the Attorney
General upon request.
10. WAIVER
The parties hereto may waive any of their rights under this Grant Agreement unless such waiver is
contrary to law, provided that any such waiver shall be in writing and signed by the party making
such waiver.
2021-05-11 Agenda Packet Page 106 of 618
PROPOSITION 64
PUBLIC HEALTH & SAFETY
GRANT PROGRAM
COHORT 2
PROPOSAL PACKAGE"
COVER SHEET
Submitted by (Name of eligible applicant):
City of Chula Vista
DATE SUBMITTED TO THE BSCC:
January 28, 2021
*The Proposition 64 Public Health and Safety Grant Program Proposal Package is
provided in a fillable format. Using the Tab key will allow the applicant access to those
areas requiring information.
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS
2021-05-11 Agenda Packet Page 107 of 618
iPROPOSlTION 64 PUBLIC HEALTH & SAFETY GRANT PRC)GRAM:
A complete proposal package for funding under the Proposition 64 PH&S Grant Program mustcontain the following Items:
Required Items:V/
i
1 Cover Sheet (previous page)IU'
2 Proposition 64 PH&S Grant Program Proposal Checklist
* Originally signed in blue ink by the authorized signatory (e-signatures are acceptable)
[V
j
3 Applicant Information Form
* Originally signed in blcie ink by the authorized signatory (e-signatures are acceptable)
U
4 Proposal Abstract
* No more than one (1 ) page
[\r
5 Proposal Narrative to include Project Need, Project Description, Project Evaluation Sections -
* No more than eight (8) pages
I!f'
6 Project Work Plan
* No more than 2 pages using the template provided (see Appendix L for instructions)
ty
7
Budget Information (Budget Table & Narrative)
* Use BSCC templates provided
* Budget Narrative must be no. more than four (4) pages
in
8 Additional Request for Proposals Information, if applicable
* No more than two (2) pages
[Sr
9 Letter(s) of Commitment [\f'
10 Letter of Eligibility (see Appendix B)[\f'a
11
Certification of Compliance with BSCC Policies on Debarment, Fraud'," Theft and "
Embezzlement (Appendix F)
* Originally signed in blue ink by the authorized signatory (e-signatures are acceptable)
u
12
Criteria for Non-Governmental Organizations Receiving Proposition 64 Public Health and
Safety Grant Funds (Appendix K)
* Originally signed in blcie ink by the acithorized signatory (e-signa(ures are acceptable)
v
Optional:
13
Governing Board Resolution (Appendix E)
Note: The Governing Board Reso/ufion is due prior fo contract execution but is _not required
at the time of proposal submission.
€
I have reviewed this checklist and verified that all required items are included in this
proposal pacqt.
ApplicantAuthorizbd Signature (Blue Ink Only or E-signature) (see Applicant Information Form, Part O, next page)
"*ATTACHMENTS OTHER THAN THOSE LISTED ABOVE OR MORE THAN THE
ALLOWED PAGE LIMIT WILL NOT BE CONSIDERED"*
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS
2021-05-11 Agenda Packet Page 108 of 618
A. APPLICANT: City of <Name> _or <Name> County B. TAX IDENTIFICATION NUMBER:
NAME OF APPLICANT
City of Chula Vista
TAX IDENTIFICATION #
956000690
STREETADDRESS CITY STATE Z1PCODE
276FourthAvenue ChulaVista CA 91910
MAILINGADDRESS(ifdifferent) CITY STATE ZIPCODE
Same
C. PROJECT TITLE:Youth Mitigation & Cannabis Awareness
D. PROJECT SUMMARY (100-150 words):E. GRANT FUNDS REQUESTED:$1 ,000,000
This project is aimed at youth education, youth prevention, and community education regarding cannabis use. We will
work with a local non-governmental organization to assist with educating our youth and community about cannabis.
However, along with educating the youth and the community, we will focus on the legal and illegal cannabis industry as
well. By combatting the illegal cannabis entities in our city, we believe we can keep the illegal cannabis industry from
supplying the youth in our community with cannabis products. Along with combating the illegal operators, we would
also devote time to working with our legal operators to ensure they are complying with our city regulations and laws. By
establishing partnerships with our legal operators, we can ensure they are focused on responsible business practices
which should ensure their success going forward. With these goals in place, we can ensure a sader community and
industry going forward.
F. PROJECT PURPOSE AREA 1- YOUTH DEVELOPMENT/YOUTH PREVENTION &
INTERVENTION (MANDATORY): Must be at least 10% of the amount in Section E $195,000
G. PROJECT PURPOSE AREAS 2, 3, & 4 (In addition to PPA 1, check all that apply for the proposed project)
0 PPA 2: Public Health
[J PPA 3: Public Safety
[] PPA 4: Environmental Impact
H. LEAD PUBLIC AGENCY:Chula Vista Police Department
1. PROJECT DIRECTOR:
NAME TITLE DEPARTMENT/AGENCY
MichaelVarga Sergeant ChulaVistaPoliceDepartment
STREETADDRESS CITY
315FourthAvenue ChulaVista
STATE ZIPCODE TELEPHONENUMBER
CA 91910 619-691-5059
EMAIL ADDRESS
mvarga@chulavistapd.org
J. FINANCIAL OFFICER:
TITLENAME DEPARTMENT/AGENCY
Jonathan Alegre Admin. Services Manager Chula Vista Police Department
STREETADDRESS CITY
315 Fourth Avenue Chula Vista
STATE ZIPCODE TELEPHONENUMBER
CA 91910 619-476-2570
EMAIL ADDRESS
jalegre@chulavistapd.org
PAYMENT MAILING ADDRESS (if different) CITY STATE ZIP CODE
276 Fourth Ave., Attn: Finance/Grants Chula Vista CA 91910
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS
Proposition 64 Public Health & Safety Grant Program
Applicant Information Form
2021-05-11 Agenda Packet Page 109 of 618
:K," [>A';a:0-DAY-PF€6Gf'AM eiC!N:'(AfCT: - - ' . a - '- ','. '._' " ' _ a- "-' a ' a . '-, " , '., ' " i
NAME TITLE DEPARTMENT/AGENCY
JasonEdlin Detective ChulaVistaPoliceDepartment
STREETADDRESS CITY
315 Fourth Avenue Chu!a Vista
STATE ZIPCODE TELEPHONENUMBER
CA 91910 619-476-2398
EMAIL ADDRE8S
jedlin@chulavistapd,org
.L-.' r 5AY-'i0-fDAY-Jm6AL a'6N'TA(;T-: - '-' "" - a '- ' a = - o ', " a ' i
NAME TITLE DEPARTMENT/AGENCY
Beverly Sturk Fiscal Operations Manager Chula Vista Police Department
STREETADDRESS CITY
315FourthAvenue ChulaVista
STATE ZIPCODE TELEPHONENUMBER
CA 91910 619-691-5128
EMAIL ADDRESS
bsturk@chulavistapd.org
""uB'y"soig"6irnzg'i'oh!*s'a'jpo5"ric"a"tiSu6",'f"'o;irpby'a6r€:fy(3affi;Vesiea'bjjhe'A0(;'iicantwiiahthenutti§rityt6.ffint*r:1_nt,oc6ntrgct::!it!i.th,jsseC, ai:
thegcapte*,andany'sukicontrffid6iffiwilla6idqby#%)aws,j>6ilal'ei',and-proceduresj6V6iriln6Ntiis;'faQd!n6. . i
NAMEOFAUTH('RiZEDOFFICER TITLE TELEPHONENUMBER "'
MariaKachadoorian CityManager 619-691-2398
STREETADDRESS CITY STATE ZIPCODE
276FourthAvenue ChulaVista CA 919'l0
EMAIL ADDRESS
mkachadoorian@chulavistaca.gov
SlGNATURt=,4BlLle Ink Only or E-signatcire)
t it"!" 1, i/ s Jl
l,/ / l I/V h 's-' ]- L l) "l" IIR z'& .- IN u LQJ'.l
DATE ""'
l/?,yl;i,o;tf
l /'/
" Authorized Signature: Must be a representative with the authority to sign documents and obligate the applicant.
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS
2021-05-11 Agenda Packet Page 110 of 618
Proposition 64 Public Health & Safety Grant Program
Request for Proposals Document
The Proposal Abstract may not exceed one (1 ) page.
The City of Chula Vista is the second largest city in San Diego County and one of the few
(of 18) that has not banned the cultivation or distribution of recreational mar5uana. At the
time of this application, Chula Vista has approximately 32 applications to open commercial
cannabis businesses that include retail storefronts, manufacturing businesses, and
cultivation businesses. Data from San Diego County have shown that youth perception of
the harms of marijuana use has decreased over time and that a greater percentage than
ever are buying cannabis products illegally and using high potency cannabis products and
methods (e.g., vaping, dabbing). Other regional data show increases in calls to poison
control center, emergency room visits related to cannabis, and individuals driving under
the influence. Thus, the greatest needs that would be targeted in this project relate to (1 )
youth prevention and education; (2) parent and community education; and (3) preventing
sales to minors at either legal or illegal recreational dispensaries.
Project funding will be used to fund overtime hours for current staff and hire an
additional Chula Vista police officer who would be responsible for law enforcement
operations and will work with code compliance to monitor legal recreational dispensaries
and target illegal ones. In addition, the Chula Vista Police Department will contract with
SBCS, a local CBO, to supplement the evidence-based diversion, prevention, and
intervention services they have provided in the city for over 50 years. Parent and
community education activities would also be conducted on a regular basis through the
three-year grant period. Evidence-based practices (EBP) that will be utilized include the
use of risk/need assessments, provision of culturally relevant and trauma informed
services, and proven and promising policing practices including disorder policing, hot spot
policing, street level drug enforcement, and problem-oriented policing.
SANDAG will serve as the evaluation partner, bringing its over 40 years of action research
experience. SANDAG will document if the project was implemented as planned and with
fidelity, as well as determine if desired outcomes were achieved. Multiple outcome methods
will be used and results shared in a timely fashion to inform program implementation and
management.
PROP64PH&SGRANTCOHORT2REQUESTFORPROPOSALS Pagelofl
2021-05-11 Agenda Packet Page 111 of 618
The Proposal Narrative section may not exceed eight (8) pages in totality. See pages 19-
20 for corresponding Rating Factors and Criteria.
4"-."".'-r-ojqctN-""'-e.eTd7(-P';E;ent-o?'F'o"""}a.l'Valuef22.5'_i"J.[X__'a."", "a""""T
,Sleeds Related to the Impact of Prop 64 (1.1) Chula Vista (CV) is the 2nd largest city,n
San Diego County (SDC), with a population of 271,411 and one of the few cities (out of 18)
in the County that did not ban the cultivation or distribution of marijuana. At the time of this
application, CV has 32 applications to open commercial cannabis businesses that include
retail storefronts, manufacturing businesses, and cultivation businesses, with the
expectation that by Summer 2021, many of the applicants will be operational. In addition,
CV has had to deal with illegal marijuana dispensaries, with as many as 30 operating in
Summer 2019. Since the legalization of marijuana for medical and recreational use, the
perception of the potential harm of cannabis use by youth in SDC has decreased and
concerns regarding increased calls to the poison center, emergency room visits, driving
under the influence, and crime associated with illegal dispensaries have become a reality.
According to population estimates, 57% of CV's population is Hispanic/Latino, 20% other
ethn!C!!eS, 19% Wh!!e, 5% are BlaCk and 27% are underthe age of 'is. According tothe
most recent arrest statistics, 4,295 adult and juvenile arrests were made in CV in 2018,
which equates to around 11.5 arrests per day and the most common was for a drug-related
offense (31 %).
Needs Related to PPA 1 (1.2a) CV has approximately 100 schools with over 51,000
students (public, private, charter), including youth in grades K-12, as well as one
community college (with a student body of approximately 19,000). The legalization of
recreational marijuana has resulted in a significant increase in smoke shops that sell
marijuana-related products and as a result, provide easier access to cannabis for juveniles.
In addition, the City has received numerous complaints from the community (100 calls for
service from the beginning of 2019 through August 2020) that illegal marijuana businesses
have been selling their product to minors and during recent surveillance of illegally
operating dispensaries, CVPD officers have often observed individuals who appeared to
be under the age of 21 soliciting adults to purchase marijuana for them. Proposed project
goals include ensuring that legal dispensaries are not selling their products to minors and
monitoring the city for any new illegal dispensaries or delivery services that arise due to
PROP64PH&SGRANTCOHORT2REQUESTFORPROPOSALS Pagelof8
2021-05-11 Agenda Packet Page 112 of 618
the high probability of juveniles being targeted as a consumer population. Further, past
research through the CVPD's School Resource Officer program has shown that juveniles
were able to purchase tobacco products online and have them delivered, suggesting
juveniles may attempt to do the same for cannabis products.
Needs Related to PPA 2/3 (l.2b) The needs described here related to youth prevention
and intervention are closely connected public safety/healthy needs for training and
education for parents and the community (e.g., regarding risk of youth use, potency, and
driving under the influence). In addition, there are public safety needs related to the
compliance of legal dispensaries to operate within the rules and regulations and for illegal
dispensaries to be identified and addressed.
Why Needs Are Not Met with Existing Resources (1.3) CVPD has the smallest number of
sworn staff per I,000 population of any SDC police department, at .93, compared to a
regional average of 1.28. As a result, current resources limit the ability to address the needs
outlined here with sworn staffing levels. With this funding, CVPD will create an officer
position responsible for youth/family education and prevention regarding cannabis use and
who will work closely with SBCS, a community-based organization currently operating a
Community Assessment Team (CAT) Program, to engage, educate, and prevent youth
cannabis use and thwart a rise in marijuana-related crimes such as driving under the
influence, within the adult population. Together, the CVPD and SBCS will act as a resource
for families with issues or who are at-risk of abuse related to marijuana consumption and
will work with the legal cannabis industry to ensure it is complying with youth prevention
efforts.
Data in Support of Needs (1.4) On an annual basis, SANDAG interviews adult and juvenile
arrestees at local detention facilities as part of the Substance Abuse Monitoring (SAM)
program (reTerence included in supplemental material). The at-risk youth interviewed are
similar in many of the characteristics of those who will be the population of focus for PPA
1 and other data are available at the San Diego County level described here from the
Marijuana Prevention Initiative (MPI) 2020 Report in SDC.
In 2019, 92% of SAM youth had tried mariluana, 87% had used it in the past 30
days, and 57% tested positive for it, a 20-year high. Of those who used it in the past 30
days, the average number of days used was 14.7, considerably higher than the average
for those who used alcohol (6.7). The average age of first use was 12.5.
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 2 of 8
2021-05-11 Agenda Packet Page 113 of 618
SAM youths' perception of the potential harm of regular marijuana use has declined
considerably over recent years, from 42% saying it was "extremely" or "very bad" in 2007,
compared to 1 7% in 2019. At the same time, more youth now say it is "very easy" to obtain,
up to 91 % in 2019, from 42% in 2007. These changing perceptions have also been reported
with the Monitoring the Future Study and the California Healthy Kids Survey data, as
described in the MPI report.
58% of SAM youth in 2019 said marijuana was the 1st drug they had tried, before
alcohol (27%) and iObaCCO (12%). In add!i!On, Onl7 17% thoughtthat mar!juana Can haVe
any harmful effects, compared to 37% for alcohol and 58% for tobacco. Marijuana remains
the primary drug of choice for adolescents entering SDC-funded treatment facilities (79%
of all admissions in FY 18), as reported in the MPI report.
70% of SAM youth in 2019 reported they had dabbed marijuana and 78% had vaped
it. These high rates for vaping are consistent with national data from the Monitoring the
Future Study, as described in the MPI report.
68% of SAM adults in 2019 said the potency of marijuana has increased since they
started using it and 47% reported driving under the influence of marijuana.
As reported in the MPI report, between 2008 and 2018 the number of emergency
room discharges in SDC with cannabis listed as a primary diagnosis increased 776% from
77 to 675. From 2011 to 2019, there has been a 180% increase in marijuana exposure
cases in SDC handled by the California Poison Control Center (45 to 126).
According to a community survey described in the MPI report, 76% of San Diegans
surveyed in 2019 agree that using marijuana under the age of 21 is harmful to health and
70% indicated support for local laws regulating marijuana businesses.
Process Used to Determine Need (1.5) Project partners utilized a number of sources of
information to determine the greatest need for this grant, including a community survey,
one-to-one conversations with residents, and feedback shared at public forums. In 2019,
SANDAG partnered with CVPD to conduct a community survey. The results showed that
illegal drug use was the second most common reason individuals avoided parks in the city;
15% noted that driving under the influence, illegal drug use, and marijuana dispensaries
was a top concern for them; and illegal drug use was named as one of the top 4 priorities
for CVPD identified by residents. This input, coupled with regional statistics, demonstrates
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 3 of 8
2021-05-11 Agenda Packet Page 114 of 618
both community concern and need for the greater education, prevention and enforcement
proposed herein.
2. Proje.ct D*scri,ptio.n (%rcer3: of Tqtal Value: 50%)
How the Project will Address Needs (2.1 ) As described in Section 1, the greatest needs in
CV related to the passage of Prop 64 include youth education, prevention, and intervention;
parent and community education; and preventing sales to minors at either legal or illegal
recreational dispensaries. As such, CVPD, SBCS and SANDAG have designed a multi-
pronged approach which combines these efforts into one cohesive program. Founded in
4 971, SBCS is the largest provider of social service and community development programs
headquartered in CV. SBCS' years of experience serving at-risk and high-risk youth; wide
range of integrated prevention, intervention, and treatment options for youth and families;
and high level of trust and recognition within neighborhoods and among families will all
contribute toward the success of the proposed program. SBCS will work closely with CVPD
to provide education, prevention, and intervention services to CV elementary, middle, and
high school youth (ages 6-18) and parents as an enhancement to current CAT program to
meet the goals and objectives of PPA 1 (Goal I ). It is expected that 75 youth annually will
be engaged in prevention and diversion from SBCS. The target population will include both
diversion referrals from CVPD (for youth with marijuana offenses) and all prevention
referrals for any youth residing in CV. These populations will be prioritized for services,
promptly screened utilizing the evidence-informed San Diego Risk and Resiliency Check-
up (SDRRC-11) and assigned to the dedicated Youth and Family Development Associate
(YFDA) within 2 business days from receipt of referral. The YFDA will act as a liaison
between the CVPD and the CAT team, as well as carry a caseload of 20 youth (at any one
time). Those youth referred For diversion services will not only receive education on the
dangers of marijuana use, but also participate in individual or group counseling sessions
utilizing the EBP Seeking Safety model. Those youth referred for prevention services will
also receive education on under-age use of marijuana and participate in gender-specific
groups led by SBCS' YFDA utilizing One Circle Foundation curricula.
These services will be further enhanced by ongoing community service/peer education
activities, as well as quarterly mari3uana education presentations/ monthly social media
posts (coordinated jointly by SBCS and CVPD) (Goal 2). With strong ties to the local
PROP64PH&SGRANTCOHORT2REQUESTFORPROPOSALS Page4of8
2021-05-11 Agenda Packet Page 115 of 618
community, SBCS will also facilitate, in partnership with local and federal law enforcement,
quarterly parent education groups, both in English and Spanish. These educational groups
will be conducted virtually until safe to meet in person and will inform parents of the risks
of marijuana use, including driving under the influence; dangers associated with illegal
recreational dispensaries; as well as ways to discuss these topics with their children.
Together, these activities will work to increase knowledge within the community, and
decrease marijuana use among youth populations. Goals 3 and 4 will focus on law
enforcement activities, including ensuring that marijuana is not sold to underage youth
through either legal or illegal dispensaries through minor decoy operations (24 over the 3-
year period), as well as targeted surveillance and enforcement operations.
Rationale to Support the Selection of the Project (2.2) SBCS and project partners intimately
understand the relationship between research and practice, and together have many years'
experience implementing EBP models and proven practices with fidelity. The proposed
project will utilize the SDRRC-11, an evidence-informed, 60-item measure of risk and
protective factors related to a juvenile's functioning. Risk factors are designed to measure
the level of dysfunction in a youth's life, while protective factors measure the extent to which
a minor has "protection" or positive factors in his/her life. Additionally, two EBPs will be
used: (1) Seeking Safety (SS), an EBP, present-focused counseling model designed to
assist clients to attain safety from trauma and/or substance abuse. It can be conducted in
both group (any size) and/or individual modality. SS is an extremely safe, therapeutic
intervention which addresses both trauma and addiction. SBCS staff is trained and
experienced in delivering this model and will utilize this intervention for any/all youth who
have used/currently report use of marijuana. (2) One Circle Foundation Curricula provides
motivational interviewing strategies based on EBP with a strong focus on positive youth
development. This intervention takes the form of gender-specific group circles which are
designed to increase positive connection, strengths, and competence in girls; and promote
boys' and young men's safe and healthy passage through pre-teen and adolescent years.
SBCS will utilize this approach to prevent marijuana use in those youth referred to the
program and deemed "at-risk" for cannabis use. The law enforcement actions proposed
here, includin.g disorder policing, hot spot policing, street level drug enforcement, and
problem-oriented policing, are described as effective and promising practices as relates to
drug-related crime.
PROP64PH&SGRANTCOHORT2REQUESTFORPROPOSALS Page5of8
2021-05-11 Agenda Packet Page 116 of 618
Extent to Which Existing Resources Will be Used (2.3) The youth services provided here
for Goal I is an enhancement of SBCS' current CAT services that are supported with
funding from SDC and includes the provision of prevention and intervention services for
youth ages 6-18 throughout the South Region of SDC. The supplemental efforts here will
be focused on youth residing or attending school within CV limits and preference will be
given to those youth referred by CVPD with current marijuana offenses. Current CAT
services will be leveraged and all youth will have access to SBCS' Youth Prevention and
Intervention (YPI) services which are leveraged through other funding sources and may
include anger management, Cognitive Behavioral Therapy (CBT), educational resources
including tutoring and after-school support, as well as access to wraparound supports for
the entire family. Additionally, the time of the CVPD Sergeant and crime analyst support,
coordination and partnership with Code Enforcement, and federal law enforcement
training/education partners will not be charged to this project.
Experience, Staffing, and Partnerships (2.4) CVPD will be the lead agency for this grant
and Sgt. Michael Varga will act as the main point of contact. Sgt. Varga has 23 years in
law enforcement and during his 20 years with CVPD has spent half of that time in the
Special Investigations Unit (SIU). He has managed other grant-funded positions in the past
and has developed an expertise in project management. He will select the officer for the
newly created position and directly supervise him/her. SBCS is a local non-profit
organization with a 50-year history of developing and implementing youth prevention and
intervention programs, including those funded by BSCC. The proposed project will fall
under SBCS' Youth and Family Wellness Department, overseen by Mauricio Torre. Mr.
Torre has been with SBCS since 1997, is bilingual/bicultural, and has demonstrated a
commitment to working with, and empowering, low-income and minority groups,
particularly youth. He provides direct oversight to Mandy Miscevic, the Director oT Youth
Prevention and Intervention Programming. Ms. Miscevic has over 15 years' experience
with SBCS, currently works closely with local law enforcement jurisdictions including CVPD
and the Probation Department and oversees numerous juvenile programs. She will
manage the day-to-day operations of the proposed program. The YFDA will act as a liaison
to CVPD and the CAT/YPI teams, and assist in enrollment, screening and facilitation of
educational components of the project; s/he will also maintain a caseload of 20 youth,
providing groups and individual case management. SANDAG has served as the regional
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 6 of 8
2021-05-11 Agenda Packet Page 117 of 618
clearinghouse for crime statistics in SDC for over 40 years, as well as an evaluation partner.
Staff have undergone law enforcement background checks and are educated and
experienced with action research. Sandy Keaton, M.A., has managed several BSCC and
federal grants during her 20-year career as an applied researcher. Particular to this
proposal is her work on I O evaluation projects with SBCS. She is also a current member
of the SDC Juvenile Justice Leadership team as it works to transform the current juvenile
justice system to align with best practice and was part of a SDC contingent that traveled to
Colorado prior to the passage of Prop 64 to gain information on what baseline data and
research was needed.
- 3J-Projecn -Evalu-atioln-4P--ar-c-em-t-of T-otaT-Vaiu'e: '1""'a"5%)" ]
I-low Evaluation Activities wil, be Incorporated in Project Phases (3.1 ) The Applied
Research Division of SANDAG will serve as evaluator. SANDAG has worked extensively
with CVPD and SBCS on other grants and projects, so there is a strong partnership to
build on. To ensure ongoing monitoring and quality control of proposed program
implementation, as well as documenting and assessing whether it is achieving the
intended goals and outcomes, SANDAG will conduct both a process and outcome
evaluation. SANDAG staff will be involved from the beginning of program development to
ensure evaluation accurately measures program goals and objectives, to develop needed
data collection tools, establish research timelines and protocols, and finalize the Local
Evaluation Plan (LEP). SANDAG will be included in all team meetings and will create
easy to read data dashboards documenting up-to-date information on client intakes,
exits, and services received, which will be shared at meetings with partners to inform
program implementation and the need for any midcourse adjustments.
Process and Outcome Measures (3.2) SANDAG has extensive experience with both
process and outcomes measures and will work with the partners to develop the LEP and
produce the final evaluation report that includes valid and reliable measures from multiple
sources. Whenever possible, data from existing systems (e.g.,CAT) will be used. A list of
potential process and outcome measures, including the research question to be
addressed and the source(s) of the data is provided in the supplemental materials to this
grant. Most of the outcomes are individual in nature and will focus on answering the
question of how effective the model was and with whom. If awarded the grant, during the
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 7 of 8
2021-05-11 Agenda Packet Page 118 of 618
evaluation planning phase, all data collection procedures and instruments will be
developed and finalized in collaboration with the key program partners to ensure valid
and reliable data are collected.
Monitoring to Ensure Components are Implemented as Intended (3.3) Fidelity to model
and program design is extremely important and as such, SANDAG staff will work with the
partners throughout the grant period to understand the curriculum and proposed
strategies, identify fidelity monitoring tools, and conduct surveys regarding perception of
services received. When deviations from original strategies occur, these will also be
documented, including the reason why.
Plan for How to Collect and Evaluate Data (3.4) SANDAG will work closely with the
partners to utilize existing systems whenever possible. Baseline data will include crime
data (e.g., calls for service, arrest, code violations) and individual level data. SANDAG
staff have required background checks and familiarity and experience with the data
systems that will be used to store and transfer data for the project.
Methodology that will Assess if Intended Outcomes Achieved (3.5) As described in Table
1 (and will be finalized in the LEP). A mixed-method, quasi-experimental design will be
employed to measure change over time among participants. Descriptive, bi-variate, and
multi-variate analyses will be conducted to describe the population and identify and
factors predictive of success. As noted earlier, data results will be shared throughout the
grant period with program stakeholders to inform program implementation and
management.
CVPD and project partners have an excellent track record of developing, implementing,
and sustaining programming in response to identified needs in our community. Like
many pilot projects, BSCC funding will help to build the infrastructure for the proposed
program, which affer the end of the grant term, will be sustained through tax dollars
generated through the City, including Measure Q, and potential grant funds as they
become available. This will create sustainability over time through the leveraging of
diverse funding sources, and limits liability and dependence upon one type of support.
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 8 of 8
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Prop 64 PH&S Grant Program Request for Proposals Project Work Plan
The Project Work Plan may not exceed two (2) pages. See Appendix L for full instructions.
(1) Goal:Decrease the use of marijuana among at-risk youth.
Objectives
(A., B.,
etc.)
(A): Provide prevention and diversion case management services through SBCS for at least 75 at-risk youth
per year within the City or Chula Vista per year.
(B): At least 90% of youth receiving case management services will successfully complete program goals
within approximately 3 months.
(C) : At least 90% of youth receiving case management services will show decreased risk by program exit,
measured by the San Diego Risk and Resiliency 2 Assessment.
Project activities that support the identified goal and objectives Responsible
staff/ partners
Timeline
Start Date End Date
Complete risk assessment & create individualized service plan for all youth
within 30 days of program enrollment.
Facilitate weekly evidence-based psycho-educational & therapeutic youth
groups for program participants.
Facilitate pro-social community service activities for youth which include
marijuana prevention and education efforts within the community at least
once per mcinth.
SBCS
SBCS
SBCS
5/15/2021
5/15/2021
5/15/2021
4/30/2024
4/30/2024
4/30/2024
(2) Goal:Increase parents' and other community members' knowledge of the risks of marijuana use and dangers
associated with illegal recreational dispensaries.
Objectives
(A., B.,
etc.)
(A): Conduct at least 12 educational presentations annually to educate youth, parents, and community
members on the risks of marijuana.
Project activities that support the identified goal and objectives Responsible
, staff/ partners
Timeline
Start Date End Date
Conduct at least 1 parent education prevention per quarter
Conduct at least I youth education presentation per quarter
Conduct at least 1 community presentation per quarter
Conduct at least 1 social media education post per month
CVPD/SBCS
CVPD/SBCS
CVPD/SBCS
CVPD/SBCS
5/1 /2021
5/1 /2021
5/1 /2021
5/1 /2021
4/30/2024
4/30/2024
4/30/2024
4/30/2024
(3) Goal:Ensure licensed/ legal dispensaries comply with local laws and regulations.
Objectives
(A., B.,
etc.)
(A): Ensure legal operating dispensaries are in compliance with CV Muni Code regarding their daily
operations.
(B): Conduct 24 Minor Decoy Operations (Persons under 21 attempt to purchase rnarijuana)
Project activities that support the identified goal and objectives Responsible
staff/ partners
Timeline
Start Date End Date
Conduct 4 compliance operations per quarter to ensure dispensaries are in
compliance with Chula Vista Muni Code.
Conduct at least 2 minor decoy operations per quarter.
CVPD
CVPD
5/1/2021
5/1 /2021
4/30/2024
4/30/2024
(4) Goal:Reduce the number of illegal commercial cannabis entities operating in the City of Chula Vista.
Objectives
(A., B.,
etc.)
(A): Monitor the community for any existing/new illegal commercial cannabis entities that arise.
(B): Investigate illegal operations and coordinate prosecutions
(C): Close illegal cannabis operators/ establishments
Project activities that suppo-rt the identified goal and objectives Responsible
staff/ partners
Timeline
Start Date i End Date
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 1 of 22021-05-11 Agenda Packet Page 120 of 618
Conduct 5 surveillance operations per quarter.
Conduct 5 enforcement operations per quarter.
CVPD
CVPD
5/1 /2021
5/1/2021
4/30/2024
4/30/2024
PROP64PH&SGRANTCOHORT2REQUESTFORPROPOSALS Pagelof22021-05-11 Agenda Packet Page 121 of 618
Proposal Budget
4. Pmjict Budget - Tahle and Nah@ative (Per.cent of TotatValue: IO%)
A. Budget Table (use the table provided below): Applicants are limited to the use of the
Line Item categories listed and are not required to request funds for every Line Item listed.
If a budget line item is not applicable for the proposed project, complete with entering $0.
Total Grant Funds Requested: Complete this column, for the total grant funds requested
for the full 3-Year grant funding term (May 1, 2021 to April 30, 2024) for all grant related
activities/items. The Total amount for this column must equal the dollar amount provided
in Section E of the Application Information Form. Use whole numbers only.
Grant Funds Proposed for PPA I (Youth Development/Youth Prevention & Intervention):
Of the grant funds requested within each line item for the "Total Grant Funds Requested"
column, complete this column For the grant funds to be used specifically for the mandatory
PPA 1- Youth Development/Youth Prevention & Intervention for the full 3-Year grant
funding term (May 1, 2021 to April 30, 2024). This column MUST total at least ten percent
(10%) of the Total Grant Funds Requested column and must equal the dollar amount
provided in Section F of the Application Information Form. Use whole numbers only.
Please verify total amounts as columns do not auto-calculate.
" This column total at least ten percent (10%) of the Total Grant Funds Requested.
PROP64PH&SGRANTCOHORT2REQUESTFORPROPOSALS Pagelofl2021-05-11 Agenda Packet Page 122 of 618
Budget Narrative
The Budget Narrative may not exceed four (4) pages. Dollar amounts must be in whole
numbers and match the corresponding Line Item amounts provided in the Budget Table.
1. Salaries and Benefits: $ 640,151
2. Services and Supplies: $
3. Professional Services: $
4. Non-Governmental Organizations (NGO) Contracts:$195,000
5. Indirect Costs (not to exceed 10% of the actual total direct project costs): $ 38,849
6. Equipment / Fixed Assets: $
7. Data Collection / Enhancement:$
8. Program Evaluation:$126,000
9. Sustainability Planning: $
l0.Other (include travel and training costs): $
11. Financial Audit: $
PROP64PH&SGRANTCOHORT2REQUESTFORPROPOSALS Pagelof4
2021-05-11 Agenda Packet Page 123 of 618
1. Salaries and Benefits: $640,151
a. (1 ) Full Time Sworn Peace Officer $544,083
Peace Officer: 1 00o*, Salary $1 03,635/year, Benefits $77,726/year. Total 3-
Year grant cost $544,083. Hourly Rate $50 / Overtime Rate: $75. (Actual
cost may vary based upon officer selected to fill this position.)
The Chula Vista Peace Officer will be the point person for this grant, and will
work both on a straight-time and overtime basis, with Code Enforcement,
SBCS, San Diego Association of Governments (SANDAG), and Detectives
and volunteer Cadets, both on a leveraged straight-time and grant-paid
overtime basis. Peace Officer roles and responsibilities:
@ Complete backgrounds on new cannabis business managers,
owners and operators
* Complete po(ice-controlled license app(ications for line employees
of cannabis businesses
* Complete cannabis business inspections in partnership with Code
Enforcement
* Organize and conduct undercover operations related to cannabis
enforcement and Chula Vista Municipal Code and regulations
* Provide training to the community to promote responsible adult use,
as well as youth prevention and diversion
@ Serve as liaison with cannabis business operators to maintain a
good working relationship between the City and cannabis industry
@ Coordinate enforcement of any illegal dispensaries or delivery
businesses that operate in the City
* Coordinate with South Bay Community Services to administer the
youth prevention/diversion program
* Seek out and maintain liaison with organizations who treat adult
substance abuse that include cannabis
* Network and maintain liaison with the City Attorney's Office, Code
Enforcement and other law enforcement agencies relating to
cannabis licensing and enforcement
PROP 64 PH&S GRANT COHORT 2 REQLJEST FOR PROPOSALS Page 2 of 4
2021-05-11 Agenda Packet Page 124 of 618
* Coordinate with SBCS on administration of the grant and SANDAG
on project evaluation
b. Overtime: $96,068
(Peace Officer, Agent, Sergeant and Code Enforcement Officer)
Peace Officer: Overtime Rate: $75. (Actual cost may vary.) Overtime will
be necessary for Goal #2 Increase parents' and other community members'
knowledge of the risks of marijuana use and dangers associated with illegal
recreational dispensaries, Goal #3 - ensure licensed/legal dispensaries
comply with local laws and regutations, and Goal #4 - Reduce the number of
illegal commercial cannabis entities operating in the City of Chula Vista.
Police Agent: Overtime Rate: $76. (Actual cost may vary.) Overtime will be
necessary for Goal #3 - ensure licensed/legal dispensaries comply with local
laws and regulations, for the minor decoy operations, and Goal #4 - Reduce
the number of i((egal commercial cannabis entities operating in the City of
Chula Vista, for some enforcement operations.
Peace Sergeant: Overtime Rate: $87. (Actual cost may vary.) Overtime will
be necessary for Goal #3 - ensure licensed/legal dispensaries comply with
local laws and regulations, for minor decoy operations, and Goal #4 - Reduce
the number of illegal commerciaJ cannabis entities operating in the City of
Chula Vista, for some enforcement operations.
Code Enforcement Officer: Overtime rate $53/hr. Actual cost may vary.)
The Chula Vista Code Enforcement Officer will be leveraged on a straight-
time and paid by the grant on an overtime basis. Partnering with the Peace
Officer and during certain activities with other Detectives, either leveraged on
straight time, or on grant-paid overtime, or volunteer Cadet staff, complete the
following roles and responsibilities:
* Participate in, and conduct undercover operations related to
cannabis enforcement and Chula Vista Municipal Code and
regulations (Goal #3).
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 3 of 4
2021-05-11 Agenda Packet Page 125 of 618
* Network and maintain liaison with the City Attorney's Office, Code
Enforcement and other law enforcement agencies relating to
cannabis licensing and enforcement.
4. Non-Governmental Organization (NGO) Contracts: $j95,000
Chula Vista Police Department plans to contract with SBCS to provide Youth
Development/Youth Prevention & Intervention services (PPA1).
(j) Family DevelopmentAssociate (FDA), IOO%, $195,000.
Salary $42,000 (Hourly rate $20.16 x 2,080 hrs/yr = $41,933 x 3 yrs = $125,798)
Benefits $11,145/yr x 3 yrs = $33,435
Payroll Taxes $3,773/yr x 3 yrs = $11,319
Indirect (at SBCS Federally approved rate) $8,082/yr x 3 yrs = $24,246
(Actual salary, benefits and residual for SBCS indirect costs may vary.)
5. Indirect Costs
Indirect costs of $38,849 at the Chula Vista 6.18% Federally approved fully
burdened rate have been included in the proposal. Indirect costs will help offset
City support costs for data collection and analysis, grant administration, human
resources, finance and other City administrative costs.
Salary & Benefits $544,083 + OT $84,540 = $628,623 x 6.18% = $38,849
8. Program Evaluation (SANDAG): $126,000
Chula Vista Police Department will sub-contract with San Diego Association of
Governments (SANDAG) to perform grant program evaluation, as described in
Section 3 of the Proposal Narrative.
Collaboration with program partners and staff $ 7,000
Evaluation Plan development $I0,000
Data - creation, training and cleaning $ 20,000
Survey $ 2,500
Dashboard - creation and maintenance $ 32,500
Reporting - Quarterly and Final $ 54,000
Total over 3 year grant period $126,000
PROP 64 PH&S GRANT COHORT 2 REQUEST FOR PROPOSALS Page 4 of 4
2021-05-11 Agenda Packet Page 126 of 618
Additional RFP Information
Cited Statistics
Data on the SAM Program available at: www.sandaq.orq/sam
Data from the Marijuana Prevention Initiative Report is available at:
www.ccrconsultinq.orq/mpi-resources/documents-data
Table I
Process Questions Possible Variables of
Interest
Possible Data Sources
What were the number and
characteristics of the 75
program participants?
Demographics, treatment
needs, prior juvenile
justice involvement
Probation Case
Management System
(PCMS); SDRRC-II;
SBCS intake form
What was the level and
type of services received?
Type, dosage, completion
status
SBCS treatment and
case management
tracking
How many educational
sessions were provided
and by whom?
Attendance and topics of
community educational
forums
Attendance sheets
How many law
enforcement operations
and code compliance
checks were conducted?
Number, type, and
outcome (e.g., arrests,
citations) of law
enforcement operations
and compliance checks/?
Excel tracking form
What was the level of
satisfaction with services?
Did program meet client
needs, staff helpfulness,
areas of improvement
Client post-survey
Was program implemented
as designed, what lessons
were learned?
Fidelity to model and
program design
Stakeholder surveys;
focus groups; fidelity
monitoring tools
Page I of 2
2021-05-11 Agenda Packet Page 127 of 618
Impact Questions Possible Variables of
Interest
Possible Data Sources
Did participants
resilience/risk or substance
use improve?
Increased SDRRC-11
resiliency and protective
scores
SDRRC-II
Did participants understand
of the risk of marijuana use
increase?
Change in knowledge
between post educational
sessions
Pre and Post
assessments
What impact did the project
have on crime in the
surrounding areas of the
dispensaries?
Changes in crime 1 -mile
around the legal
dispensaries; calls for
service; drug-related
arrests
CVPD crime data; ARJIS
data
Page 2 of 2
2021-05-11 Agenda Packet Page 128 of 618
HAND
401 B Street, Suite 800
San Diego, CA 9210T-423T
(619) 699-1900
Fax (619) 699-T905
sandag.org
MEMBER AGENCIES
Cities of
Carlsbad
Chula Vista
Comnado
Del Mar
EI Cajon
Encin{+as
Escondido
Impenal Beach
La Mesa
Lemon Grove
National Gy
Oce.gnstde
Poway
San Drego
San Marcos
Saniee
Solana Beach
Vista
and
County of San Diego
ADVISORY MEMBERS
Impenal County
California Department
of Transporlahon
Mekmpoli[an
Translt System
North County
Transit District
Uru[ed States
Deparlmen[ of Defense
Pork of San Drego
January 20, 2021
Board of State and Community Corrections
Subject: Letter of Commitment for Chula Vista Police Department's Prop 64
Proposition 64 Public Health and Safety Grant Program Request for
Proposal
Dear Evaluation Committee:
The Applied Research Division (ARD) of the San Diego Association of
Governments (SANDAG) supports Chula Vista Police Department's (CVPD)
proposal to the Board of State and Community Corrections (BSCC) for it
Proposition 64 Public Health and Safety Grant Program, Request for Proposals
Cohort 2. The proposed project will address both the public safety and youth
development and prevention components of the proposal.
CVPD will partner with SBCS, one of the most respected non-profit
organization in San Diego County to implement a two-prong approach of
both enforcement and youth prevention and intervention services to address
the local impact of the legalization of cannabis in the City of Chula Vista.
CVPD focus on code compliance to monitor legal dispensaries and target
illegal ones, including ensuring legal dispensaries are not selling products to
youth under the age of 21. In concert with enforcement and compliance, SBSC
will implement evidence-based diversion, prevention, and intervention services
to increase awareness of the harm of marijuana, offer supports and linkages
to youth and families to who are at-risk of abuse, and provide educational
outreach to parent to raise their awareness of the risk and accessibility of
related marijuana use among youth.
San Diego County
Wa[erAu[hor%
Southern C.'ilifornia
Tribal Cliairmenas Assocbdion
Mexico
At different times, ARD has successfully partnered with both CVPD and SBCS
on numerous other federal and state funded projects. ARD has trusting and
long-standing relationships with each organization, as both are deeply
committed to using data to drive their practices. For this project, ARD will
serve as the outside evaluator and conduct a process and outcome evaluation
to measure how the project was implemented and what effect it had on the
target population. Further, in this role, ARD will work with CVPD and SBSC to
develop the Local Evaluation Plan, provide timely data to drive decisions, and
complete and submit the Final Local Evaluation Report, in accordance with
instructions outlined in the in the Prop 64 proposal.
CVPD and SBCS have a history of working together address the welfare of the
community, with success is supporting victims, at-risk youth, and families
dealing with domestic violence. Both organizations are highly respected in the
community and dedicated to carrying out their missions to serve the residents
2021-05-11 Agenda Packet Page 129 of 618
of Chula Vista through the provision of evidence informed practices. ARD is
excited to again partner with CVPD and SBCS on this project and support this
application to BSCC Proposition Cohort grant.
Sincerely,
(%ttdr:a F5"uv6e
Cynthia Burke, Ph.D.
Director, Research and Program Management
2
2021-05-11 Agenda Packet Page 130 of 618
City of Chula Vista
Maria V. Kachadoorian, City Manager
Roxana Kennedy, Chief of Police
1243 National City Boulevard
Chula Vista, California 91910
January 25, 2021
Ms. Kachadoorian and Ms. Kennedy:
Please accept this letter on behalf of SBCS to indicate both our support and commitment to the
City's cooperative application to the Board of State and Community Corrections (BSCC) for the
Proposition 64 Public Health and Safety Grant Program. Together, we will work to align resources
to ensure that youth and families have the knowledge and resources to prevent the illegal sale
and misuse of cannabis by the community. The Proposed Prevention, Intervention and
Enforcement Program will bring together City Departments, SBCS and SANDAG to build upon
the strengths of the community, and inspire hope for current and future generations.
Since 1971, SBCS has been working to transform communities to suppof the well-being and
prosperity of children, youth and families throughout San Diego County. SBCS is located at 430
F Street in Chula Vista, California, and is currently in good standing with the California Secretary
of State (EIN: 95-2693142, DUNS: 113407779). As part of our Youth Prevention and Intervention
continuum, SBCS will both leverage and enhance our Community Assessment Team (CAT)
services to include a priority pathway for both those youth at-risk of cannabis use, and those with
marijuana offenses within the City of Chula Vista. Lltilizing evidence-based practices, SBCS will
not only educate but facilitate individual and group services, and provide wraparound supports,
for both youth and their families.
We look forward to expanding our partnership and working together to benefit our great
community.
Sincerely,
Kathryn Lembo
President & CEO
2021-05-11 Agenda Packet Page 131 of 618
CITY OF
CHULAVISTA Office of ffie City Manager
Letter of Eligibility for City of Chula Vista
Propositioit 64 Public Healt1i and Safeffl Grant Prograin Application
To Whom It May Concern:
As an applicant for tlie Proposition 64 Public Health and Safety Grant Program, our jurisdiction is
eligible because it does not ban any of the following:
1) All indoor cominercial cannabis cultivation (including mixed light cultivation). See Chula Vista
Municipal Code section 5.19.040, enacted tbrougli Ordinance No. 3418 on March 6, 2018.
2) EstablisentofbusinesseslicensedunderDivisionlOoftheBusinessandProfessionsCode.See
Chula Vista Municipal Code section 5.19.040, enacted through Ordinance No. 3418 on March 6,
2018.
3) Operation of businesses licensed under Division 10 of tlie Business and Professions Code. See
Chula Vista Municipal Code section 5.19,040, enacted through Ordinance No. 3418 on Marcli 6,
2018,
Indoor comi'nercial cultivation is permitted in the city of Chula Vista in accordance witli Chula Vista
Municipal Code cbapter 5.19, including section 5.19.040, enacted through Ordinance No. 3418 on Marcli
6, 2018. Additionally, tlie establislunent aiid operation of retail caniiabis sales businesses is pernnitted in
the City of Chula Vista in accordance with Chula Vista Municipal Code chapter 5.19, including section
5.19.040, enacted through Ordinance No. 3418 on March 6, 2018. A copy of Chula Vista Ordinarice No.
3418 is enclosed for your reference.
DATE: January 27, 2021 AUTHORIZED SIGNATURE:
(blue ink only or e-signature)
City of Chula Vista
276 Fourth Avenue, Chula Vista. CA 91910
(619) 691-5031
mkachadooriaii@chulavistaca.gov
276 Fourth Avenue, Chula Vista, CA 91910 www.chulavistaca.gov (619) 691-5031 fax (619) 409-5884
2021-05-11 Agenda Packet Page 132 of 618
-f,', i."' "' . : APPENDIXF :,- '
' 3 ,' Certification 6f Compliance with BSCC Policies
Regarding Debarment, Fraud, Theft, and Embezzlement
It is the policy of the BSCC to protect grant funds from unreasonable risks of fraudulent,
criminal, or other improper use. As such, the Board w333i enter into contracts or providereimbursement to applicants that have been:
1 , debarred by any federal, state, or local government entities during the period of
debarment; or
2 . convicted of fraud, theft, or embezzlement of federal, state, or local government
grant funds for a period ofthree years fol(owing conviction.
Furthermore, the BSCC requires grant recipients to provide an assurance that there has
been no applicable debarment, disqualification, suspension, or removal from a federal,
state or local grant program on the part of the grantee at the time of application and that
the grantee will immediately notify the BSCC should such debarment or conviction occur
during the term of the Grant contract.
BSCC also requires that all grant recipients include, as a condition of award to a subgrantee
or subcontractor, a requirement that the subgrantee or subcontractor will provide the same
assurances to the grant recipient. If a grant recipient wishes to consider a subgrantee or
subcontractor that has been debarred or convicted, the grant recipient must submit a
written request for exception to the BSCC along with supporting documentation.
By checking the following boxes and signing below, applicant affirms that:
§ 1/\Nearenotcurrentlydebarredbyanyfederal,state,orlocalentityfromapplying
for or receiving federal, state, or local grant funds,
§ I/\/Ve have not been convicted of any crime involving theft, fraud, or
embezzlement of federal, state, or local grant funds within the last three years. We
will notify the BSCC should such debarment or conviction occur during the term of
the Grant contract.
I/\/Ve will hold subgrantees and subcontractors to these same requirements
A grantee may make a request in writing to the Executive Director of the BSCC for an
exception to the debarment policy. Any determination made by the Executive Director shall
be made in writing.
AUTHORIZED S)GNATURE
(This doaument must be signed by the person 'aiho is authorized to sign the Grant Agraement.)
NAME OF AuTHORIZED OFFICER
Maria Kachadoorian
TITLE
City Manager
TELEPHONE NUMBER
619-691-5036
STREET ADDRESS
276 Fourth Avenue
CITY
Chula Vista
STATE
CA
ZIP CODE
91910
EMAIL ADDRESS
mkachadoorlan@chulavistaca.gov
ALITHORIZED OFFICER SIGNATURE ((Blue Ink Only or E-signature))
x '-X'![)
DATE
1/2,r/z,,,,,
t
APPENDICES, Page l 52
2021-05-11 Agenda Packet Page 133 of 618
City of Chula Vista
BSCC 945-21
Page 1 of 1
APPENDIX A: PROP 64 PH&S SCORING PANEL ROSTER
Name, Title Organization
Gordon Baranco, Chair, BSCC Board
Member
Board of State and Community Corrections
Hollie Hall, Consultant, PhD. Watershed Resource Specialist Humboldt,
Trinity, and Mendocino Counties
Tanja Heitman, Chief Probation Officer Santa Barbara County
Amy Irani, Director Environmental Health Nevada County
Shannan Moon, Sheriff Nevada County
Dave Nielsen, Retired Division/Policy Chief CA Department Alcohol & Drug Programs,
CA Department of Mental Health
Michael Salvador, Police Chief City of Atwater
Jon Heredia, Chief Legal Officer
Adjunct Professor of Cannabis Law
Chief Legal Officer Mirage Medicinal
Golden Gate University School of Law
Miranda Rivers, Director of Operations Trees of Knowledge
Miamah Reed, Youth Services Specialist Sacramento Unified School District
2021-05-11 Agenda Packet Page 134 of 618
Criteria for Non-GovernffienNal Organizations Receiving
(Page 'I of 2)
The Proposition 64 Public Health and Safety (Prop 64 PH&S) Grant Program Request for
Proposals (RFP) includes requirements that apply to non-governmental organizations that
receive funds underthis grant, All grantees are responsible for ensuring that any contracted
third parties continually meet these requirements as a condition of receiving Prop 84 PH&S
funds. The RFP describes these requirements as follows.
Any non-governmental organization that receives Prop 64 PH&S grant funds (as either
subgrantee or subcontractor) must:
* Havebeendulyorganized,inexistence,andingoodstandingforatleastsixmonths
prior to the effective date of its fiscal agreement with the BSCC or wlth the Prop 64
PH&S grantee. Non-governmental entities that have recently reorganized or have
merged with other qualified non-governmental entities that were in existence prior
to the six-month date are also eligible, provided all necessary agreements have
been executed and filed with the California Secretary of State prior to the start date
ofthe grant agreement with the BSCC or the start date ofthe grantee-subcontractor
fiscal agreement.
* Be registered with the California Secretary of State's Office, if applicable;
* Have a valid business license, Employer Identification Number (EIN), and/or
Taxpayer ID (if sole proprietorship);
* Have any other state or local licenses or certifications necessary to provide the
services requested (e.g., facility licensing by the Department of Health Care
Services), if applicable; and
* Have a physical address.
APPENDICES, Page I 67
2021-05-11 Agenda Packet Page 135 of 618
(Page 2 of 2)
In the table below, provide the name of the Grantee and list all contracted parties.
Grantee:
Name of Contracted Party Address Emai1/Phone Meets All
Reaulremants
SBCS 430 F Street, Chula Vista, CA
91910
Itabin@csbcs.org;
619-420-3620 Yes [Z No [1
Yes [] No 0
Yes [] No [J
Yes z NO z
Grantees are required to update this list and submit it to the BSCC any time a new third-
party contract is executed after the initiai assurance date. Grantees shall retain (on-site)
applicable source documentation for each contracted party that verifies compliance with
the requirements listed in the Prop 64 PH&S Grant RFP. These records will be subject to
the records and retention language found in Appendices A and C of the Standard
Agreement.
Unless prior approval is obtained, the BSCC prohibits disbursement or reimbursement to
any NGO that does not meet the requirements listed above and for which the BSCC does
not have a signed grantee assurance on file.
A signature below is an assuram,e that all requirements
listed above have been met.
AUTHORIZED SIGNATURE
(This document must be signed by the person who Is authorized to sign the Grant Agreement.)
NAME OF AUTHORIZED OFFICER
Maria Kachadoorian
TITLE
City Manager
TELEPHONE
619-691-5036
STREET ADDRESS
276 Fourth Avenue
CITY
Chula Vista
STATE
CA
ZIP CCiDE
91910
EMAIL ADDRESS
mkachadoorian@chulavistaca.gov
SIGNATURE tBlue Ink Only or E-si(inature)
X a>-,t-
DATE
1/2i Imz,t
APPENDICES, Pagei 68
2021-05-11 Agenda Packet Page 136 of 618
1 City of Chula Vista Agreement No.: 2021-023
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
CITY OF CHULA VISTA
CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT
WITH SOUTH BAY COMMUNITY SERVICES
TO PROVIDE DIVERSION, PREVENTION AND INTERVENTION SERVICES FOR THE
PROPOSITION 64 PUBLIC HEALTH AND SAFETY GRANT PROGRAM
This Agreement is entered into effective as of May 11, 2021 (“Effective Date”) by and between the City of Chula
Vista, a chartered municipal corporation (“City”) and SOUTH BAY COMMUNITY SERVICES, A California
Corporation (“Contractor/Service Provider”) (collectively, the “Parties” and, individually, a “Party”) with
reference to the following facts:
RECITALS
WHEREAS, since 1971, South Bay Community Services has been working to transform communities to
support the well-being and prosperity of children, youth and families throughout San Diego County; and
WHEREAS, South Bay Community Services has partnered with the Police Department since 1985 and
tailored their programs to meet the needs of the City; and
WHEREAS, Contractor/Service Provider warrants and represents that it is experienced and staffed in a
manner such that it can deliver the services required of Contractor/Service Provider to City in accordance with
the time frames and the terms and conditions of this Agreement.
[End of Recitals. Next Page Starts Obligatory Provisions.]
2021-05-11 Agenda Packet Page 137 of 618
2 City of Chula Vista Agreement No.: 2021-023
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
OBLIGATORY PROVISIONS
NOW, THEREFORE, in consideration of the above recitals, the covenants contained herein, and other
good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, City and
Contractor/Service Provider hereby agree as follows:
1. SERVICES
1.1 Required Services. Contractor/Service Provider agrees to perform the services, and deliver to City the
“Deliverables” (if any) described in the attached Exhibit A, incorporated into the Agreement by this reference,
within the time frames set forth therein, time being of the essence for this Agreement. The services and/or
Deliverables described in Exhibit A shall be referred to herein as the “Required Services.”
1.2 Reductions in Scope of Work. City may independently, or upon request from Contractor/Service
Provider, from time to time, reduce the Required Services to be performed by the Contractor/Service Provider
under this Agreement. Upon doing so, City and Contractor/Service Provider agree to meet and confer in good
faith for the purpose of negotiating a corresponding reduction in the compensation associated with the
reduction.
1.3 Additional Services. Subject to compliance with the City’s Charter, codes, policies, procedures and
ordinances governing procurement and purchasing authority, City may request Contractor/Service Provider
provide additional services related to the Required Services (“Additional Services”). If so, City and
Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating an
amendment to Exhibit A, to add the Additional Services. Unless otherwise agreed, compensation for the
Additional Services shall be charged and paid consistent with the rates and terms already provided therein.
Once added to Exhibit A, “Additional Services” shall also become “Required Services” for purposes of this
Agreement.
1.4 Standard of Care. Contractor/Service Provider expressly warrants and agrees that any and all Required
Services hereunder shall be performed in accordance with the highest standard of care exercised by members
of the profession currently practicing under similar conditions and in similar locations.
1.5 No Waiver of Standard of Care. Where approval by City is required, it is understood to be conceptual
approval only and does not relieve the Contractor/Service Provider of responsibility for complying with all
laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions,
noncompliance with industry standards, or the willful misconduct of the Contractor/Service Provider or its
subcontractors.
1.6 Security for Performance. In the event that Exhibit A Section 4 indicates the need for
Contractor/Service Provider to provide additional security for performance of its duties under this Agreement,
Contractor/Service Provider shall provide such additional security prior to commencement of its Required
Services in the form and on the terms prescribed on Exhibit A, or as otherwise prescribed by the City Attorney.
1.7 Compliance with Laws. In its performance of the Required Services, Contractor/Service Provider
shall comply with any and all applicable federal, state and local laws, including the Chula Vista Municipal
Code.
1.8 Business License. Prior to commencement of work, Contractor/Service Provider shall obtain a
business license from City.
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1.9 Subcontractors. Prior to commencement of any work, Contractor/Service Provider shall submit for
City’s information and approval a list of any and all subcontractors to be used by Contractor/Service Provider
in the performance of the Required Services. Contractor/Service Provider agrees to take appropriate measures
necessary to ensure that all subcontractors and personnel utilized by the Contractor/Service Provider to
complete its obligations under this Agreement comply with all applicable laws, regulations, ordinances, and
policies, whether federal, state, or local. In addition, if any subcontractor is expected to fulfill any
responsibilities of the Contractor/Service Provider under this Agreement, Contractor/Service Provider shall
ensure that each and every subcontractor carries out the Contractor/Service Provider’s responsibilities as set
forth in this Agreement.
1.10 Term. This Agreement shall commence on the earlier to occur of the Effective Date or
Contractor/Service Provider’s commencement of the Required Services hereunder, and shall terminate when
the Parties have complied with all their obligations hereunder; provided, however, provisions which expressly
survive termination shall remain in effect.
2. COMPENSATION
2.1 General. For satisfactory performance of the Required Services, City agrees to compensate
Contractor/Service Provider in the amount(s) and on the terms set forth in Exhibit A, Section 4. Standard
terms for billing and payment are set forth in this Section 2.
2.2 Detailed Invoicing. Contractor/Service Provider agrees to provide City with a detailed invoice for
services performed each month, within thirty (30) days of the end of the month in which the services were
performed, unless otherwise specified in Exhibit A. Invoicing shall begin on the first of the month following
the Effective Date of the Agreement. All charges must be presented in a line item format with each task
separately explained in reasonable detail. Each invoice shall include the current monthly amount being billed,
the amount invoiced to date, and the remaining amount available under any approved budget.
Contractor/Service Provider must obtain prior written authorization from City for any fees or expenses that
exceed the estimated budget.
2.3 Payment to Contractor/Service Provider. Upon receipt of a properly prepared invoice and
confirmation that the Required Services detailed in the invoice have been satisfactorily performed, City shall
pay Contractor/Service Provider for the invoice amount within thirty (30) days. Payment shall be made in
accordance with the terms and conditions set forth in Exhibit A and section 2.4, below. At City’s discretion,
invoices not timely submitted may be subject to a penalty of up to five percent (5%) of the amount invoiced.
2.4 Retention Policy. City shall retain ten percent (10%) of the amount due for Required Services detailed
on each invoice (the “holdback amount”). Upon City review and determination of Project Completion, the
holdback amount will be issued to Contractor/Service Provider.
2.5 Reimbursement of Costs. City may reimburse Contractor/Service Provider’s out-of-pocket costs
incurred by Contractor/Service Provider in the performance of the Required Services if negotiated in advance
and included in Exhibit A. Unless specifically provided in Exhibit A, Contractor/Service Provider shall be
responsible for any and all out-of-pocket costs incurred by Contractor/Service Provider in the performance of
the Required Services.
2.6 Exclusions. City shall not be responsible for payment to Contractor/Service Provider for any fees or
costs in excess of any agreed upon budget, rate or other maximum amount(s) provided for in Exhibit A. City
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shall also not be responsible for any cost: (a) incurred prior to the Effective Date; or (b) arising out of or
related to the errors, omissions, negligence or acts of willful misconduct of Contractor/Service Provider, its
agents, employees, or subcontractors.
2.7 Payment Not Final Approval. Contractor/Service Provider understands and agrees that payment to
the Contractor/Service Provider or reimbursement for any Contractor/Service Provider costs related to the
performance of Required Services does not constitute a City final decision regarding whether such payment
or cost reimbursement is allowable and eligible for payment under this Agreement, nor does it constitute a
waiver of any violation by Contractor/Service Provider of the terms of this Agreement. If City determines
that Contractor/Service Provider is not entitled to receive any amount of compensation already paid, City will
notify Contractor/Service Provider in writing and Contractor/Service Provider shall promptly return such
amount.
3. INSURANCE
3.1 Required Insurance. Contractor/Service Provider must procure and maintain, during the period of
performance of Required Services under this Agreement, and for twelve months after completion of Required
Services, the policies of insurance described on the attached Exhibit B, incorporated into the Agreem ent by
this reference (the “Required Insurance”). The Required Insurance shall also comply with all other terms of
this Section.
3.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions relating to the
Required Insurance must be disclosed to and approved by City in advance of the commencement of work.
3.3 Standards for Insurers. Required Insurance must be placed with licensed insurers admitted to transact
business in the State of California with a current A.M. Best’s rating of A V or better, or, if insurance is placed
with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines
Insurers (LESLI) with a current A.M. Best’s rating of no less than A X. For Workers’ Compen sation
Insurance, insurance issued by the State Compensation Fund is also acceptable.
3.4 Subcontractors. Contractor/Service Provider must include all sub-Contractor/Service Providers/sub-
contractors as insureds under its policies and/or furnish separate certificates and endorsements demonstrating
separate coverage for those not under its policies. Any separate coverage for sub-Contractor/Service Providers
must also comply with the terms of this Agreement.
3.5 Additional Insureds. City, its officers, officials, employees, agents, and volunteers must be named as
additional insureds with respect to any policy of general liability, automobile, or pollution insurance specified
as required in Exhibit B or as may otherwise be specified by City’s Risk Manager.. The general liability
additional insured coverage must be provided in the form of an endorsement to the Contractor/Service
Provider’s insurance using ISO CG 2010 (11/85) or its equivalent; such endorsement must not exclude
Products/Completed Operations coverage.
3.6 General Liability Coverage to be “Primary.” Contractor/Service Provider’s general liability coverage
must be primary insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers.
Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers is
wholly separate from the insurance provided by Contractor/Service Provider and in no way relieves
Contractor/Service Provider from its responsibility to provide insurance.
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3.7 No Cancellation. No Required Insurance policy may be canceled by either Party during the required
insured period under this Agreement, except after thirty days’ prior written notice to the City by certified mail,
return receipt requested. Prior to the effective date of any such cancellation Contractor/Service Provider must
procure and put into effect equivalent coverage(s).
3.8 Waiver of Subrogation. Contractor/Service Provider’s insurer(s) will provide a Waiver of Subrogation
in favor of the City for each Required Insurance policy under this Agreement. In addition, Contractor/Service
Provider waives any right it may have or may obtain to subrogation for a claim against City.
3.9 Verification of Coverage. Prior to commencement of any work, Contractor/Service Provider shall
furnish City with original certificates of insurance and any amendatory endorsements necessary to
demonstrate to City that Contractor/Service Provider has obtained the Required Insurance in compliance with
the terms of this Agreement. The words “will endeavor” and “but failure to mail such notice shall impose no
obligation or liability of any kind upon the company, its agents, or representatives” or any similar language
must be deleted from all certificates. The required certificates and endorsements should otherwise be on
industry standard forms. The City reserves the right to require, at any time, complete, certified copies of all
required insurance policies, including endorsements evidencing the coverage required by these specifications.
3.10 Claims Made Policy Requirements. If General Liability, Pollution and/or Asbestos Pollution Liability
and/or Errors & Omissions coverage are required and are provided on a claims -made form, the following
requirements also apply:
a. The “Retro Date” must be shown, and must be before the date of this Agreement or the beginning
of the work required by this Agreement.
b. Insurance must be maintained, and evidence of insurance must be provided, for at least five (5)
years after completion of the work required by this Agreement.
c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form
with a “Retro Date” prior to the effective date of this Agreement, the Contractor/Service Provider must
purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work required
by this Agreement.
d. A copy of the claims reporting requirements must be submitted to the City for review.
3.11 Not a Limitation of Other Obligations. Insurance provisions under this section shall not be construed
to limit the Contractor/Service Provider’s obligations under this Agreement, including Indemnity.
3.12 Additional Coverage. To the extent that insurance coverage provided by Contractor/Service Provider
maintains higher limits than the minimums appearing in Exhibit B, City requires and shall be entitled to
coverage for higher limits maintained.
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4. INDEMNIFICATION
4.1. General. To the maximum extent allowed by law, Contractor/Service Provider shall protect, defend,
indemnify and hold harmless City, its elected and appointed officers, agents, employees and volunteers
(collectively, “Indemnified Parties”), from and against any and all claims, demands, causes of action, costs,
expenses, (including reasonable attorneys’ fees and court costs), liability, loss, damage or injury, in law or
equity, to property or persons, including wrongful death, in any manner arising out of or incident to any
alleged acts, omissions, negligence, or willful misconduct of Contractor/Service Provider, its officials,
officers, employees, agents, and contractors, arising out of or in connection with the performance of the
Required Services, the results of such performance, or this Agreement. This indemnity provision does not
include any claims, damages, liability, costs and expenses arising from the sole negligence or willful
misconduct of the Indemnified Parties. Also covered is liability arising from, connected with, caused by or
claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties which
may be in combination with the active or passive negligent acts or omissions of the Contractor/Service
Provider, its employees, agents or officers, or any third party.
4.2. Modified Indemnity Where Agreement Involves Design Professional Services. Notwithstanding the
forgoing, if the services provided under this Agreement are design professional services, as defined by
California Civil Code section 2782.8, as may be amended from time to time, the defense and indemnity
obligation under Section 1, above, shall be limited to the extent required by California Civil Code section
2782.8.
4.3 Costs of Defense and Award. Included in Contractor/Service Provider’s obligations under this Section
4 is Contractor/Service Provider’s obligation to defend, at Contractor/Service Provider’s own cost, expense
and risk, any and all suits, actions or other legal proceedings that may be brought or instituted against one or
more of the Indemnified Parties. Subject to the limitations in this Section 4, Contractor/Service Provider shall
pay and satisfy any judgment, award or decree that may be rendered against one or more of the Indemnified
Parties for any and all related legal expenses and costs incurred by any of them.
4.4. Contractor/Service Provider’s Obligations Not Limited or Modified. Contractor/Service Provider’s
obligations under this Section 4 shall not be limited to insurance proceeds, if any, received by the Indemnified
Parties, or by any prior or subsequent declaration by the Contractor/Service Provider. Furthermore,
Contractor/Service Provider’s obligations under this Section 4 shall in no way limit, modify or excuse any of
Contractor/Service Provider’s other obligations or duties under this Agreement.
4.5. Enforcement Costs. Contractor/Service Provider agrees to pay any and all costs City incurs in
enforcing Contractor/Service Provider’s obligations under this Section 4.
4.6 Survival. Contractor/Service Provider’s obligations under this Section 4 shall survive the termination
of this Agreement.
5. FINANCIAL INTERESTS OF CONTRACTOR/SERVICE PROVIDER.
5.1 Form 700 Filing. The California Political Reform Act and the Chula Vista Conflict of Interest Code
require certain government officials and Contractor/Service Providers performing work for government
agencies to publicly disclose certain of their personal assets and income using a Statement of Economic
Interests form (Form 700). In order to assure compliance with these requirements, Contractor/Service
Provider shall comply with the disclosure requirements identified in the attached Exhibit C, incorporated into
the Agreement by this reference.
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5.2 Disclosures; Prohibited Interests. Independent of whether Contractor/Service Provider is required to
file a Form 700, Contractor/Service Provider warrants and represents that it has disclosed to City any
economic interests held by Contractor/Service Provider, or its employees or subcontractors who will be
performing the Required Services, in any real property or project which is the subject of this Agreement.
Contractor/Service Provider warrants and represents that it has not employed or retained any company or
person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service
Provider, to solicit or secure this Agreement. Further, Contractor/Service Provider warrants and represents
that it has not paid or agreed to pay any company or person, other than a bona fide employee or approved
subcontractor working solely for Contractor/Service Provider, any fee, commission, percentage, brokerage
fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement.
Contractor/Service Provider further warrants and represents that no officer or employee of City, has any
interest, whether contractual, non-contractual, financial or otherwise, in this transaction, the proceeds hereof,
or in the business of Contractor/Service Provider or Contractor/Service Provider’s subcontractors.
Contractor/Service Provider further agrees to notify City in the event any such interest is discovered whether
or not such interest is prohibited by law or this Agreement. For breach or violation of any of these warranties,
City shall have the right to rescind this Agreement without liability.
6. REMEDIES
6.1 Termination for Cause. If for any reason whatsoever Contractor/Service Provider shall fail to perform
the Required Services under this Agreement, in a proper or timely manner, or if Contractor/Service Provider
shall violate any of the other covenants, agreements or conditions of this Agreement (each a “Default”), in
addition to any and all other rights and remedies City may have under this Agreement, at law or in equity,
City shall have the right to terminate this Agreement by giving five (5) days written notice to
Contractor/Service Provider. Such notice shall identify the Default and the Agreement termination date. If
Contractor/Service Provider notifies City of its intent to cure such Default prior to City’s specified termination
date, and City agrees that the specified Default is capable of being cured, City may grant Contractor/Service
Provider up to ten (10) additional days after the designated termination date to effectuate such cure. In the
event of a termination under this Section 6.1, Contractor/Service Provider shall immediately provide City any
and all ”Work Product” (defined in Section 7 below) prepared by Contractor/Service Provider as part of the
Required Services. Such Work Product shall be City’s sole and exclusive property as provided in Section 7
hereof. Contractor/Service Provider may be entitled to compensation for work satisfactorily performed prior
to Contractor/Service Provider’s receipt of the Default notice; provided, however, in no event shall such
compensation exceed the amount that would have been payable under this Agreement for such work, and any
such compensation shall be reduced by any costs incurred or projected to be incurred by City as a result of
the Default.
6.2 Termination or Suspension for Convenience of City. City may suspend or terminate this Agreement,
or any portion of the Required Services, at any time and for any reason, with or without cause, by giving
specific written notice to Contractor/Service Provider of such termination or suspension at least fifteen (15)
days prior to the effective date thereof. Upon receipt of such notice, Contractor/Service Provider shall
immediately cease all work under the Agreement and promptly deliver all “Work Product” (defined in Section
7 below) to City. Such Work Product shall be City's sole and exclusive property as provided in Section 7
hereof. Contractor/Service Provider shall be entitled to receive just and equitable compensation for this Work
Product in an amount equal to the amount due and payable under this Agreement for work satisfactorily
performed as of the date of the termination/suspension notice plus any additional remaining Required Services
requested or approved by City in advance that would maximize City’s value under the Agreement.
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6.3 Waiver of Claims. In the event City terminates the Agreement in accordance with the terms of this
Section, Contractor/Service Provider hereby expressly waives any and all claims for damages or
compensation as a result of such termination except as expressly provided in this Section 6.
6.4 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising
out of this Agreement against City unless a claim has first been presented in writing and filed with City and
acted upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal
Code, as same may be amended, the provisions of which, including such policies and procedures used by City
in the implementation of same, are incorporated herein by this reference. Upon request by City,
Contractor/Service Provider shall meet and confer in good faith with City for the purpose of resolving any
dispute over the terms of this Agreement.
6.5 Governing Law/Venue. This Agreement shall be governed by and construed in accordance with the
laws of the State of California. Any action arising under or relating to this Agreement shall be brought only
in San Diego County, State of California.
6.6 Service of Process. Contractor/Service Provider agrees that it is subject to personal jurisdiction in
California. If Contractor/Service Provider is a foreign corporation, limited liability company, or partnership
that is not registered with the California Secretary of State, Contractor/Service Provider irrevocably consents
to service of process on Contractor/Service Provider by first class mail directed to the individual and address
listed under “For Legal Notice,” in section 1.B. of Exhibit A to this Agreement, and that such service shall be
effective five days after mailing.
7. OWNERSHIP AND USE OF WORK PRODUCT
All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other
materials or properties produced in whole or in part under this Agreement in connection with the performance
of the Required Services (collectively “Work Product”) shall be the sole and exclusive property of City. No
such Work Product shall be subject to private use, copyrights or patent rights by Contractor/Service Provider
in the United States or in any other country without the express, prior written consent of City. City shall have
unrestricted authority to publish, disclose, distribute, and otherwise use, copyright or patent, in whole or in
part, any such Work Product, without requiring any permission of Contractor/Service Provider, except as may
be limited by the provisions of the Public Records Act or expressly prohibited by other applicable laws. With
respect to computer files containing data generated as Work Product, Contractor/Service Provider shall make
available to City, upon reasonable written request by City, the necessary functional computer software and
hardware for purposes of accessing, compiling, transferring and printing computer files.
8. GENERAL PROVISIONS
8.1 Amendment. This Agreement may be amended, but only in writing signed by both Parties.
8.2 Assignment. City would not have entered into this Agreement but for Contractor/Service Provider’s
unique qualifications and traits. Contractor/Service Provider shall not assign any of its rights or
responsibilities under this Agreement, nor any part hereof, without City’s prior written consent, which City
may grant, condition or deny in its sole discretion.
8.3 Authority. The person(s) executing this Agreement for Contractor/Service Provider warrants and
represents that they have the authority to execute same on behalf of Contractor/Service Provider and to bind
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Contractor/Service Provider to its obligations hereunder without any further action or direction from
Contractor/Service Provider or any board, principle or officer thereof.
8.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an
original, but all of which shall constitute one Agreement after each Party has signed such a counterpart.
8.5 Entire Agreement. This Agreement together with all exhibits attached hereto and other agreements
expressly referred to herein, constitutes the entire Agreement between the Parties with respect to the subject
matter contained herein. All exhibits referenced herein shall be attached hereto and are incorporated herein
by reference. All prior or contemporaneous agreements, understandings, representations, warranties and
statements, oral or written, are superseded.
8.6 Record Retention. During the course of the Agreement and for three (3) years following completion
of the Required Services, Contractor/Service Provider agrees to maintain, intact and readily accessible, all
data, documents, reports, records, contracts, and supporting materials relating to the performance of the
Agreement, including accounting for costs and expenses charged to City, including such records in the
possession of sub-contractors/sub-Contractor/Service Providers.
8.7 Further Assurances. The Parties agree to perform such further acts and to execute and deliver such
additional documents and instruments as may be reasonably required in order to carry out the provisions of
this Agreement and the intentions of the Parties.
8.8 Independent Contractor. Contractor/Service Provider is and shall at all times remain as to City a
wholly independent contractor. Neither City nor any of its officers, employees, agents or volunteers shall
have control over the conduct of Contractor/Service Provider or any of Contractor/Service Provider’s officers,
employees, or agents (“Contractor/Service Provider Related Individuals”), except as set forth in this
Agreement. No Contractor/Service Provider Related Individuals shall be deemed employees of City, and
none of them shall be entitled to any benefits to which City employees are entitled, including but not limited
to, overtime, retirement benefits, worker's compensation benefits, injury leave or other leave benefits.
Furthermore, City will not withhold state or federal income tax, social security tax or any other payroll tax
with respect to any Contractor/Service Provider Related Individuals; instead, Contractor/Service Provider
shall be solely responsible for the payment of same and shall hold the City harmless with respect to same.
Contractor/Service Provider shall not at any time or in any manner represent that it or any of its
Contractor/Service Provider Related Individuals are employees or agents of City. Contractor/Service Provider
shall not incur or have the power to incur any debt, obligation or liability whatsoever against City, or bind
City in any manner.
8.9 Notices. All notices, demands or requests provided for or permitted to be given pursuant to this
Agreement must be in writing. All notices, demands and requests to be sent to any Party shall be deemed to
have been properly given or served if personally served or deposited in the United States mail, addressed to
such Party, postage prepaid, registered or certified, with return receipt requested, at the addresses identified
in this Agreement at the places of business for each of the designated Parties as indicated in Exhibit A, or
otherwise provided in writing.
8.10 Electronic Signatures. Each Party agrees that the electronic signatures, whether digital or encrypted, of
the Parties included in this Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Electronic Signature means any electronic sound, symbol, or process attached
to or logically associated with a record and executed and adopted by a Party with the intent to sign such record,
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including facsimile or email electronic signatures, pursuant to the California Uniform Electronic Transactions
Act (Cal. Civ. Code §§ 1633.1 to 1633.17) as amended from time to time.
(End of page. Next page is signature page.)
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SIGNATURE PAGE
CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT
IN WITNESS WHEREOF, by executing this Agreement where indicated below, City and
Contractor/Service Provider agree that they have read and understood all terms and conditions of the Agreement,
that they fully agree and consent to bound by same, and that they are freely entering into this Agreement as of the
Effective Date.
SOUTH BAY COMMUNITY SERVICES CITY OF CHULA VISTA
BY:________________________________ BY: ________________________________
KATHRYN LEMBO MARY CASILLAS SALAS
PRESIDENT & CEO MAYOR
ATTEST
BY: ________________________________
Kerry K. Bigelow, MMC
City Clerk
APPROVED AS TO FORM
BY: ________________________________
Glen R. Googins
City Attorney
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EXHIBIT A
SCOPE OF WORK AND PAYMENT TERMS
1. Contact People for Contract Administration and Legal Notice
A. City Contract Administration:
Chula Vista Police Department
Jonathan Alegre, Police Administrative Services Administrator
315 Fourth Avenue, Chula Vista, CA 91910
(619) 476-2570
jalegre@chulavistapd.org
For Legal Notice Copy to:
City of Chula Vista
City Attorney
276 Fourth Avenue, Chula Vista, CA 91910
619-691-5037
CityAttorney@chulavistaca.gov
B. Contractor/Service Provider Contract Administration:
SOUTH BAY COMMUNITY SERVICES
430 F Street, Chula Vista, CA 91910
(619) 420-3620
klembo@csbcs.org
For Legal Notice Copy to:
[same as above]
2. Required Services
A. General Description:
Contractor/Service Provider will provide diversion, prevention and intervention services to support the
Proposition 64 Public Health and Safety Grant Program.
B. Detailed Description:
South Bay Community Services (SBCS) will allocate one full-time Youth and Family Development Associate
(YFDA) to provide youth development, prevention & intervention services to support the Proposition 64 Public
Health and Safety Grant Program. Utilizing evidence-based practices, SBCS will not only educate but facilitate
individual and group services, and provide wrap-around support for both youth and their families.
Currently operating as a Community Assessment Team (CAT) Program, South Bay Community Services will
engage, educate, and prevent youth cannabis use and thwart a rise in marijuana-related crimes such as driving
under the influence. Together, SBCS and Chula Vista Police Department (CVPD) will act as a resource for
families with issues or who are at-risk of abuse related to marijuana consumption and will work with the legal
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cannabis industry to ensure it is complying with youth prevention efforts. SBCS will work closely with CVPD
to provide education, prevention and intervention services to Chula Vista elementary, middle and high school
youth (ages 6-18) and parents as an enhancement to the CAT program.
Project activities that support the goals and objectives of the Proposition 64 Public Health and Safety Grant
Program include, but not limited to:
Complete risk assessment & create individualized service plan for all youth within 30 days of program
enrollment.
Facilitate weekly evidence-based psycho-educational & therapeutic youth groups for program
participants.
Facility pro-social community service activities for youth which include marijuana prevention and
education efforts within the community at least once per month.
Conduct at least one parent education presentation per quarter
Conduct at least one youth education presentation per quarter
Conduct at least one community education presentation per quarter
Conduct at least one social media education post per month
3. Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin May 11,
2021 and end on October 31, 2024 for completion of all Required Services.
4. Compensation:
A. Form of Compensation
☒ Time and Materials. For performance of the Required Services by Contractor/Service Provider as identified
in Section 2.B., above, City shall pay Contractor/Service Provider for the productive hours of time spent by
Contractor/Service Provider in the performance of the Required Services.
B. Reimbursement of Costs
☒ None, the compensation includes all costs
Notwithstanding the foregoing, the maximum amount to be paid to the Contractor/Service Provider for services
performed through October 31, 2024 shall not exceed $195,000.
5. Special Provisions:
☐ Permitted Sub-Contractor/Service Providers: None.
☐ Security for Performance: None.
☐ Notwithstanding the completion date set forth in Section 3 above, City has option to extend this Agreement for
Insert Number of Terms additional terms, defined as a one-year increment or Enter a Specific Date. if applicable.
The City Manager or Director of Finance/Treasurer shall be authorized to exercise the extensions on behalf of the
City. If the City exercises an option to extend, each extension shall be on the same terms and conditions contained
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Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
herein, provided that the amounts specified in Section 4 above may be increased by up to Insert Percentage of
Increase or Actual Dollar Amount for each extension. The City shall give written notice to Contractor/Service
Provider of the City’s election to exercise the extension via the Notice of Exercise of Option to Extend document.
Such notice shall be provided at least 30 days prior to the expiration of the term.
☒ None
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15 City of Chula Vista Agreement No.: 2021-023
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
EXHIBIT B
INSURANCE REQUIREMENTS
Contractor/Service Provider shall adhere to all terms and conditions of Section 3 of the Agreement and agrees to
provide the following types and minimum amounts of insurance, as indicated by checking the applicable boxes
(x).
Type of Insurance Minimum Amount Form
☒ General Liability:
Including products and
completed operations,
personal and
advertising injury
$2,000,000 per occurrence for
bodily injury, personal injury
(including death), and property
damage. If Commercial General
Liability insurance with a general
aggregate limit is used, either the
general aggregate limit must apply
separately to this Agreement or the
general aggregate limit must be
twice the required occurrence limit
Additional Insured Endorsement
or Blanket AI Endorsement for
City*
Waiver of Recovery Endorsement
Insurance Services Office Form
CG 00 01
*Must be primary and must not
exclude Products/Completed
Operations
☒ Automobile Liability $1,000,000 per accident for bodily
injury, including death, and
property damage
Insurance Services Office Form
CA 00 01
Code 1-Any Auto
Code 8-Hired
Code 9-Non Owned
☒ Workers’
Compensation
Employer’s Liability
$1,000,000 each accident
$1,000,000 disease policy limit
$1,000,000 disease each employee
Waiver of Recovery Endorsement
Other Negotiated Insurance Terms: None.
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EXHIBIT C
CONTRACTOR/SERVICE PROVIDER CONFLICT OF INTEREST DESIGNATION
The Political Reform Act1 and the Chula Vista Conflict of Interest Code2 (“Code”) require designated state and
local government officials, including some Contractor/Service Providers, to make certain public disclosures using
a Statement of Economic Interests form (Form 700). Once filed, a Form 700 is a public document, accessible to
any member of the public. In addition, Contractor/Service Providers designated to file the Form 700 are also
required to comply with certain ethics training requirements.3
☒ A. Contractor/Service Provider IS a corporation or limited liability company and is therefore EXCLUDED4
from disclosure.
☐ B. Contractor/Service Provider is NOT a corporation or limited liability company and disclosure designation
is as follows:
APPLICABLE DESIGNATIONS FOR INDIVIDUAL(S) ASSIGNED TO PROVIDE SERVICES
(Category descriptions available at www.chulavistaca.gov/departments/city-clerk/conflict-of-interest-code.)
Name Email Address Applicable Designation
☐ A. Full Disclosure
☐ B. Limited Disclosure (select one or more of
the categories under which the Contractor shall
file):
☐ 1. ☐ 2. ☐ 3. ☐ 4. ☐ 5. ☐ 6. ☐ 7.
Justification:
☒ C. Excluded from Disclosure
1. Required Filers
Each individual who will be performing services for the City pursuant to the Agreement and who meets the definition
of “Contractor/Service Provider,” pursuant to FPPC Regulation 18700.3, must file a Form 700.
2. Required Filing Deadlines
Each initial Form 700 required under this Agreement shall be filed with the Office of the City Clerk via the City's online
filing system, NetFile, within 30 days of the approval of the Agreement. Additional Form 700 filings will be required
annually on April 1 during the term of the Agreement, and within 30 days of the termination of the Agreement.
3. Filing Designation
The City Department Director will designate each individual who will be providing services to the City pursuant to the
Agreement as full disclosure, limited disclosure, or excluded from disclosure, based on an analysis of the services the
Contractor/Service Provider will provide. Notwithstanding this designation or anything in the Agreement, the
Contractor/Service Provider is ultimately responsible for complying with FPPC regulations and filing requirements. If
you have any questions regarding filing requirements, please do not hesitate to contact the City Clerk at (619)691-5041,
or the FPPC at 1-866-ASK-FPPC, or (866) 275-3772 *2.
Pursuant to the duly adopted City of Chula Vista Conflict of Interest Code, this document shall serve as the written
determination of the Contractor’s requirement to comply with the disclosure requirements set forth in the Code.
1 Cal. Gov. Code §§81000 et seq.; FPPC Regs. 18700.3 and 18704.
2 Chula Vista Municipal Code §§2.02.010-2.02.040.
3 Cal. Gov. Code §§53234, et seq.
4 CA FPPC Adv. A-15-147 (Chadwick) (2015); Davis v. Fresno Unified School District (2015) 237 Cal.App.4th 261; FPPC Reg.
18700.3 (Consultant defined as an “individual” who participates in making a governmental decision; “individual” does not include
corporation or limited liability company).
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17 City of Chula Vista Agreement No.: 2021-023
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
Completed by: Jonathan Alegre
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1 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
CITY OF CHULA VISTA
CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT
WITH SAN DIEGO ASSOCIATION OF GOVERNMENTS
TO PROVIDE PROGRAM EVALUATION SERVICES FOR THE PROPOSITION 64 PUBLIC
HEALTH AND SAFETY GRANT PROGRAM
This Agreement is entered into effective as of May 11, 2021 (“Effective Date”) by and between the City of Chula
Vista, a chartered municipal corporation (“City”) and SAN DIEGO ASSOCIATION OF GOVERNMENTS,
A California Corporation (“Contractor/Service Provider”) (collectively, the “Parties” and, individually, a “Party”)
with reference to the following facts:
RECITALS
WHEREAS, the San Diego Association of Governments (SANDAG) serves as the forum for regional
decision-making for the San Diego region, which is governed by a Board of Directors of mayors, councilmembers,
and county supervisors for each of the region’s 19 local governments; and
WHEREAS, the Applied Research Division (ARD) of SANDAG will work with the City to support the
goals and objectives outlined in the Proposition 64 Public Health and Safety Grant Program; and
WHEREAS, Contractor/Service Provider warrants and represents that it is experienced and staffed in a
manner such that it can deliver the services required of Contractor/Service Provider to City in accordance with
the time frames and the terms and conditions of this Agreement.
[End of Recitals. Next Page Starts Obligatory Provisions.]
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2 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
OBLIGATORY PROVISIONS
NOW, THEREFORE, in consideration of the above recitals, the covenants contained herein, and other
good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, City and
Contractor/Service Provider hereby agree as follows:
1. SERVICES
1.1 Required Services. Contractor/Service Provider agrees to perform the services, and deliver to City the
“Deliverables” (if any) described in the attached Exhibit A, incorporated into the Agreement by this reference,
within the time frames set forth therein, time being of the essence for this Agreement. The services and/or
Deliverables described in Exhibit A shall be referred to herein as the “Required Services.”
1.2 Reductions in Scope of Work. City may independently, or upon request from Contractor/Service
Provider, from time to time, reduce the Required Services to be performed by the Contractor/Service Provider
under this Agreement. Upon doing so, City and Contractor/Service Provider agree to meet and confer in good
faith for the purpose of negotiating a corresponding reduction in the compensation associated with the
reduction.
1.3 Additional Services. Subject to compliance with the City’s Charter, codes, policies, procedures and
ordinances governing procurement and purchasing authority, City may request Contractor/Service Provider
provide additional services related to the Required Services (“Additional Services”). If so, City and
Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating an
amendment to Exhibit A, to add the Additional Services. Unless otherwise agreed, compensation for the
Additional Services shall be charged and paid consistent with the rates and terms already provided therein.
Once added to Exhibit A, “Additional Services” shall also become “Required Services” for purposes of this
Agreement.
1.4 Standard of Care. Contractor/Service Provider expressly warrants and agrees that any and all Required
Services hereunder shall be performed in accordance with the highest standard of care exercised by members
of the profession currently practicing under similar conditions and in similar locations.
1.5 No Waiver of Standard of Care. Where approval by City is required, it is understood to be conceptual
approval only and does not relieve the Contractor/Service Provider of responsibility for complying with all
laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions,
noncompliance with industry standards, or the willful misconduct of the Contractor/Service Provider or its
subcontractors.
1.6 Security for Performance. In the event that Exhibit A Section 4 indicates the need for
Contractor/Service Provider to provide additional security for performance of its duties under this Agreement,
Contractor/Service Provider shall provide such additional security prior to commencement of its Required
Services in the form and on the terms prescribed on Exhibit A, or as otherwise prescribed by the City Attorney.
1.7 Compliance with Laws. In its performance of the Required Services, Contractor/Service Provider
shall comply with any and all applicable federal, state and local laws, including the Chula Vista Municipal
Code.
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1.8 Business License. Prior to commencement of work, Contractor/Service Provider shall obtain a
business license from City.
1.9 Subcontractors. Prior to commencement of any work, Contractor/Service Provider shall submit for
City’s information and approval a list of any and all subcontractors to be used by Contractor/Service Provider
in the performance of the Required Services. Contractor/Service Provider agrees to take appropriate measures
necessary to ensure that all subcontractors and personnel utilized by the Contractor/Service Provider to
complete its obligations under this Agreement comply with all applicable laws, regulations, ordinances, and
policies, whether federal, state, or local. In addition, if any subcontractor is expected to fulfill any
responsibilities of the Contractor/Service Provider under this Agreement, Contractor/Service Provider shall
ensure that each and every subcontractor carries out the Contractor/Service Provider’s responsibilities as set
forth in this Agreement.
1.10 Term. This Agreement shall commence on the earlier to occur of the Effective Date or
Contractor/Service Provider’s commencement of the Required Services hereunder, and shall terminate when
the Parties have complied with all their obligations hereunder; provided, however, provisions which expressly
survive termination shall remain in effect.
2. COMPENSATION
2.1 General. For satisfactory performance of the Required Services, City agrees to compensate
Contractor/Service Provider in the amount(s) and on the terms set forth in Exhibit A, Section 4. Standard
terms for billing and payment are set forth in this Section 2.
2.2 Detailed Invoicing. Contractor/Service Provider agrees to provide City with a detailed invoice for
services performed each month, within thirty (30) days of the end of the month in which the services were
performed, unless otherwise specified in Exhibit A. Invoicing shall begin on the first of the month following
the Effective Date of the Agreement. All charges must be presented in a line item format with each task
separately explained in reasonable detail. Each invoice shall include the current monthly amount being billed,
the amount invoiced to date, and the remaining amount available under any approved budget.
Contractor/Service Provider must obtain prior written authorization from City for any fees or expenses that
exceed the estimated budget.
2.3 Payment to Contractor/Service Provider. Upon receipt of a properly prepared invoice and
confirmation that the Required Services detailed in the invoice have been satisfactorily performed, City shall
pay Contractor/Service Provider for the invoice amount within thirty (30) days. Payment shall be made in
accordance with the terms and conditions set forth in Exhibit A and section 2.4, below. At City’s discretion,
invoices not timely submitted may be subject to a penalty of up to five percent (5%) of the amount invoiced.
2.4 Retention Policy. City shall retain ten percent (10%) of the amount due for Required Services detailed
on each invoice (the “holdback amount”). Upon City review and determination of Project Completion, the
holdback amount will be issued to Contractor/Service Provider.
2.5 Reimbursement of Costs. City may reimburse Contractor/Service Provider’s out-of-pocket costs
incurred by Contractor/Service Provider in the performance of the Required Services if negotiated in advance
and included in Exhibit A. Unless specifically provided in Exhibit A, Contractor/Service Provider shall be
responsible for any and all out-of-pocket costs incurred by Contractor/Service Provider in the performance of
the Required Services.
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2.6 Exclusions. City shall not be responsible for payment to Contractor/Service Provider for any fees or
costs in excess of any agreed upon budget, rate or other maximum amount(s) provided for in Exhibit A. City
shall also not be responsible for any cost: (a) incurred prior to the Effective Date; or (b) arising out of or
related to the errors, omissions, negligence or acts of willful misconduct of Contractor/Service Provider, its
agents, employees, or subcontractors.
2.7 Payment Not Final Approval. Contractor/Service Provider understands and agrees that payment to
the Contractor/Service Provider or reimbursement for any Contractor/Service Provider costs related to the
performance of Required Services does not constitute a City final decision regarding whether such payment
or cost reimbursement is allowable and eligible for payment under this Agreement, nor does it constitute a
waiver of any violation by Contractor/Service Provider of the terms of this Agreement. If City determines
that Contractor/Service Provider is not entitled to receive any amount of compensation already paid, City will
notify Contractor/Service Provider in writing and Contractor/Service Provider shall promptly return such
amount.
3. INSURANCE
3.1 Required Insurance. Contractor/Service Provider must procure and maintain, during the period of
performance of Required Services under this Agreement, and for twelve months after completion of Required
Services, the policies of insurance described on the attached Exhibit B, incorporated into the Agreem ent by
this reference (the “Required Insurance”). The Required Insurance shall also comply with all other terms of
this Section.
3.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions relating to the
Required Insurance must be disclosed to and approved by City in advance of the commencement of work.
3.3 Standards for Insurers. Required Insurance must be placed with licensed insurers admitted to transact
business in the State of California with a current A.M. Best’s rating of A V or better, or, if insurance is placed
with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines
Insurers (LESLI) with a current A.M. Best’s rating of no less than A X. For Workers’ Compen sation
Insurance, insurance issued by the State Compensation Fund is also acceptable.
3.4 Subcontractors. Contractor/Service Provider must include all sub-Contractor/Service Providers/sub-
contractors as insureds under its policies and/or furnish separate certificates and endorsements demonstrating
separate coverage for those not under its policies. Any separate coverage for sub-Contractor/Service Providers
must also comply with the terms of this Agreement.
3.5 Additional Insureds. City, its officers, officials, employees, agents, and volunteers must be named as
additional insureds with respect to any policy of general liability, automobile, or pollution insurance specified
as required in Exhibit B or as may otherwise be specified by City’s Risk Manager.. The general liability
additional insured coverage must be provided in the form of an endorsement to the Contractor/Service
Provider’s insurance using ISO CG 2010 (11/85) or its equivalent; such endorsement must not exclude
Products/Completed Operations coverage.
3.6 General Liability Coverage to be “Primary.” Contractor/Service Provider’s general liability coverage
must be primary insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers.
Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers is
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wholly separate from the insurance provided by Contractor/Service Provider and in no way relieves
Contractor/Service Provider from its responsibility to provide insurance.
3.7 No Cancellation. No Required Insurance policy may be canceled by either Party during the required
insured period under this Agreement, except after thirty days’ prior written notice to the City by certified mail,
return receipt requested. Prior to the effective date of any such cancellation Contractor/Service Provider must
procure and put into effect equivalent coverage(s).
3.8 Waiver of Subrogation. Contractor/Service Provider’s insurer(s) will provide a Waiver of Subrogation
in favor of the City for each Required Insurance policy under this Agreement. In addition, Contractor/Service
Provider waives any right it may have or may obtain to subrogation for a claim against City.
3.9 Verification of Coverage. Prior to commencement of any work, Contractor/Service Provider shall
furnish City with original certificates of insurance and any amendatory endorsements necessary to
demonstrate to City that Contractor/Service Provider has obtained the Required Insurance in compliance with
the terms of this Agreement. The words “will endeavor” and “but failure to mail such notice shall impose no
obligation or liability of any kind upon the company, its agents, or representatives” or any similar language
must be deleted from all certificates. The required certificates and endorsements should otherwise be on
industry standard forms. The City reserves the right to require, at any time, complete, certified copies of all
required insurance policies, including endorsements evidencing the coverage required by these specifications.
3.10 Claims Made Policy Requirements. If General Liability, Pollution and/or Asbestos Pollution Liability
and/or Errors & Omissions coverage are required and are provided on a claims -made form, the following
requirements also apply:
a. The “Retro Date” must be shown, and must be before the date of this Agreement or the beginning
of the work required by this Agreement.
b. Insurance must be maintained, and evidence of insurance must be provided, for at least five (5)
years after completion of the work required by this Agreement.
c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form
with a “Retro Date” prior to the effective date of this Agreement, the Contractor/Service Provider must
purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work required
by this Agreement.
d. A copy of the claims reporting requirements must be submitted to the City for review.
3.11 Not a Limitation of Other Obligations. Insurance provisions under this section shall not be construed
to limit the Contractor/Service Provider’s obligations under this Agreement, including Indemnity.
3.12 Additional Coverage. To the extent that insurance coverage provided by Contractor/Service Provider
maintains higher limits than the minimums appearing in Exhibit B, City requires and shall be entitled to
coverage for higher limits maintained.
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6 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
4. INDEMNIFICATION
4.1. General. To the maximum extent allowed by law, Contractor/Service Provider shall protect, defend,
indemnify and hold harmless City, its elected and appointed officers, agents, employees and volunteers
(collectively, “Indemnified Parties”), from and against any and all claims, demands, causes of action, costs,
expenses, (including reasonable attorneys’ fees and court costs), liability, loss, damage or injury, in law or
equity, to property or persons, including wrongful death, in any manner arising out of or incident to any
alleged acts, omissions, negligence, or willful misconduct of Contractor/Service Provider, its officials,
officers, employees, agents, and contractors, arising out of or in connection with the performance of the
Required Services, the results of such performance, or this Agreement. This indemnity provision does not
include any claims, damages, liability, costs and expenses arising from the sole negligence or willful
misconduct of the Indemnified Parties. Also covered is liability arising from, connected with, caused by or
claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties which
may be in combination with the active or passive negligent acts or omissions of the Contractor/Service
Provider, its employees, agents or officers, or any third party.
4.2. Modified Indemnity Where Agreement Involves Design Professional Services. Notwithstanding the
forgoing, if the services provided under this Agreement are design professional services, as defined by
California Civil Code section 2782.8, as may be amended from time to time, the defense and indemnity
obligation under Section 1, above, shall be limited to the extent required by California Civil Code section
2782.8.
4.3 Costs of Defense and Award. Included in Contractor/Service Provider’s obligations under this Section
4 is Contractor/Service Provider’s obligation to defend, at Contractor/Service Provider’s own cost, expense
and risk, any and all suits, actions or other legal proceedings that may be brought or instituted against one or
more of the Indemnified Parties. Subject to the limitations in this Section 4, Contractor/Service Provider shall
pay and satisfy any judgment, award or decree that may be rendered against one or more of the Indemnified
Parties for any and all related legal expenses and costs incurred by any of them.
4.4. Contractor/Service Provider’s Obligations Not Limited or Modified. Contractor/Service Provider’s
obligations under this Section 4 shall not be limited to insurance proceeds, if any, received by the Indemnified
Parties, or by any prior or subsequent declaration by the Contractor/Service Provider. Furthermore,
Contractor/Service Provider’s obligations under this Section 4 shall in no way limit, modify or excuse any of
Contractor/Service Provider’s other obligations or duties under this Agreement.
4.5. Enforcement Costs. Contractor/Service Provider agrees to pay any and all costs City incurs in
enforcing Contractor/Service Provider’s obligations under this Section 4.
4.6 Survival. Contractor/Service Provider’s obligations under this Section 4 shall survive the termination
of this Agreement.
5. FINANCIAL INTERESTS OF CONTRACTOR/SERVICE PROVIDER.
5.1 Form 700 Filing. The California Political Reform Act and the Chula Vista Conflict of Interest Code
require certain government officials and Contractor/Service Providers performing work for government
agencies to publicly disclose certain of their personal assets and income using a Statement of Economic
Interests form (Form 700). In order to assure compliance with these requirements, Contractor/Service
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Provider shall comply with the disclosure requirements identified in the attached Exhibit C, incorporated into
the Agreement by this reference.
5.2 Disclosures; Prohibited Interests. Independent of whether Contractor/Service Provider is required to
file a Form 700, Contractor/Service Provider warrants and represents that it has disclosed to City any
economic interests held by Contractor/Service Provider, or its employees or subcontractors who will be
performing the Required Services, in any real property or project which is the subject of this Agreement.
Contractor/Service Provider warrants and represents that it has not employed or retained any company or
person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service
Provider, to solicit or secure this Agreement. Further, Contractor/Service Provider warrants and represents
that it has not paid or agreed to pay any company or person, other than a bona fide employee or approved
subcontractor working solely for Contractor/Service Provider, any fee, commission, percentage, brokerage
fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement.
Contractor/Service Provider further warrants and represents that no officer or employee of City, has any
interest, whether contractual, non-contractual, financial or otherwise, in this transaction, the proceeds hereof,
or in the business of Contractor/Service Provider or Contractor/Service Provider’s subcontractors.
Contractor/Service Provider further agrees to notify City in the event any such interest is discovered whether
or not such interest is prohibited by law or this Agreement. For breach or violation of any of these warranties,
City shall have the right to rescind this Agreement without liability.
6. REMEDIES
6.1 Termination for Cause. If for any reason whatsoever Contractor/Service Provider shall fail to perform
the Required Services under this Agreement, in a proper or timely manner, or if Contractor/Service Provider
shall violate any of the other covenants, agreements or conditions of this Agreement (each a “Default”), in
addition to any and all other rights and remedies City may have under this Agreement, at law or in equity,
City shall have the right to terminate this Agreement by giving five (5) days written notice to
Contractor/Service Provider. Such notice shall identify the Default and the Agreement termination date. If
Contractor/Service Provider notifies City of its intent to cure such Default prior to City’s specified termination
date, and City agrees that the specified Default is capable of being cured, City may grant Contractor/Service
Provider up to ten (10) additional days after the designated termination date to effectuate such cure. In the
event of a termination under this Section 6.1, Contractor/Service Provider shall immediately provide City any
and all ”Work Product” (defined in Section 7 below) prepared by Contractor/Service Provider as part of the
Required Services. Such Work Product shall be City’s sole and exclusive property as provided in Section 7
hereof. Contractor/Service Provider may be entitled to compensation for work satisfactorily performed prior
to Contractor/Service Provider’s receipt of the Default notice; provided, however, in no event shall such
compensation exceed the amount that would have been payable under this Agreement for such work, and any
such compensation shall be reduced by any costs incurred or projected to be incurred by City as a result of
the Default.
6.2 Termination or Suspension for Convenience of City. City may suspend or terminate this Agreement,
or any portion of the Required Services, at any time and for any reason, with or without cause, by giving
specific written notice to Contractor/Service Provider of such termination or suspension at least fifteen (15)
days prior to the effective date thereof. Upon receipt of such notice, Contractor/Service Provider shall
immediately cease all work under the Agreement and promptly deliver all “Work Product” (defined in Section
7 below) to City. Such Work Product shall be City's sole and exclusive property as provided in Section 7
hereof. Contractor/Service Provider shall be entitled to receive just and equitable compensation for this Work
Product in an amount equal to the amount due and payable under this Agreement for work satisfactorily
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performed as of the date of the termination/suspension notice plus any additional remaining Required Services
requested or approved by City in advance that would maximize City’s value under the Agreement.
6.3 Waiver of Claims. In the event City terminates the Agreement in accordance with the terms of this
Section, Contractor/Service Provider hereby expressly waives any and all claims for damages or
compensation as a result of such termination except as expressly provided in this Section 6.
6.4 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising
out of this Agreement against City unless a claim has first been presented in writing and filed with City and
acted upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal
Code, as same may be amended, the provisions of which, including such policies and procedures used by City
in the implementation of same, are incorporated herein by this reference. Upon request by City,
Contractor/Service Provider shall meet and confer in good faith with City for the purpose of resolving any
dispute over the terms of this Agreement.
6.5 Governing Law/Venue. This Agreement shall be governed by and construed in accordance with the
laws of the State of California. Any action arising under or relating to this Agreement shall be brought only
in San Diego County, State of California.
6.6 Service of Process. Contractor/Service Provider agrees that it is subject to personal jurisdiction in
California. If Contractor/Service Provider is a foreign corporation, limited liability company, or partnership
that is not registered with the California Secretary of State, Contractor/Service Provider irrevocably consents
to service of process on Contractor/Service Provider by first class mail directed to the individual and address
listed under “For Legal Notice,” in section 1.B. of Exhibit A to this Agreement, and that such service shall be
effective five days after mailing.
7. OWNERSHIP AND USE OF WORK PRODUCT
All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other
materials or properties produced in whole or in part under this Agreement in connection with the performance
of the Required Services (collectively “Work Product”) shall be the sole and exclusive property of City. No
such Work Product shall be subject to private use, copyrights or patent rights by Contractor/Service Provider
in the United States or in any other country without the express, prior written consent of City. City shall have
unrestricted authority to publish, disclose, distribute, and otherwise use, copyright or patent, in whole or in
part, any such Work Product, without requiring any permission of Contractor/Service Provider, except as may
be limited by the provisions of the Public Records Act or expressly prohibited by other applicable laws. With
respect to computer files containing data generated as Work Product, Contractor/Service Provider shall make
available to City, upon reasonable written request by City, the necessary functional computer software and
hardware for purposes of accessing, compiling, transferring and printing computer files.
8. GENERAL PROVISIONS
8.1 Amendment. This Agreement may be amended, but only in writing signed by both Parties.
8.2 Assignment. City would not have entered into this Agreement but for Contractor/Service Provider’s
unique qualifications and traits. Contractor/Service Provider shall not assign any of its rights or
responsibilities under this Agreement, nor any part hereof, without City’s prior written consent, which City
may grant, condition or deny in its sole discretion.
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8.3 Authority. The person(s) executing this Agreement for Contractor/Service Provider warrants and
represents that they have the authority to execute same on behalf of Contractor/Service Provider and to bind
Contractor/Service Provider to its obligations hereunder without any further action or direction from
Contractor/Service Provider or any board, principle or officer thereof.
8.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an
original, but all of which shall constitute one Agreement after each Party has signed such a counterpart.
8.5 Entire Agreement. This Agreement together with all exhibits attached hereto and other agreements
expressly referred to herein, constitutes the entire Agreement between the Parties with respect to the subject
matter contained herein. All exhibits referenced herein shall be attached hereto and are incorporated herein
by reference. All prior or contemporaneous agreements, understandings, representations, warranties and
statements, oral or written, are superseded.
8.6 Record Retention. During the course of the Agreement and for three (3) years following completion
of the Required Services, Contractor/Service Provider agrees to maintain, intact and readily accessible, all
data, documents, reports, records, contracts, and supporting materials relating to the performance of the
Agreement, including accounting for costs and expenses charged to City, including such records in the
possession of sub-contractors/sub-Contractor/Service Providers.
8.7 Further Assurances. The Parties agree to perform such further acts and to execute and deliver such
additional documents and instruments as may be reasonably required in order to carry out the provisions of
this Agreement and the intentions of the Parties.
8.8 Independent Contractor. Contractor/Service Provider is and shall at all times remain as to City a
wholly independent contractor. Neither City nor any of its officers, employees, agents or volunteers shall
have control over the conduct of Contractor/Service Provider or any of Contractor/Service Provider’s officers,
employees, or agents (“Contractor/Service Provider Related Individuals”), except as set forth in this
Agreement. No Contractor/Service Provider Related Individuals shall be deemed employees of City, and
none of them shall be entitled to any benefits to which City employees are entitled, including but not limited
to, overtime, retirement benefits, worker's compensation benefits, injury leave or other leave benefits.
Furthermore, City will not withhold state or federal income tax, social security tax or any other payroll tax
with respect to any Contractor/Service Provider Related Individuals; instead, Contractor/Service Provider
shall be solely responsible for the payment of same and shall hold the City harmless with respect to same.
Contractor/Service Provider shall not at any time or in any manner represent that it or any of its
Contractor/Service Provider Related Individuals are employees or agents of City. Contractor/Service Provider
shall not incur or have the power to incur any debt, obligation or liability whatsoever against City, or bind
City in any manner.
8.9 Notices. All notices, demands or requests provided for or permitted to be given pursuant to this
Agreement must be in writing. All notices, demands and requests to be sent to any Party shall be deemed to
have been properly given or served if personally served or deposited in the United States mail, addressed to
such Party, postage prepaid, registered or certified, with return receipt requested, at the addresses identified
in this Agreement at the places of business for each of the designated Parties as indicated in Exhibit A, or
otherwise provided in writing.
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10 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
8.10 Electronic Signatures. Each Party agrees that the electronic signatures, whether digital or encrypted, of
the Parties included in this Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Electronic Signature means any electronic sound, symbol, or process attached
to or logically associated with a record and executed and adopted by a Party with the intent to sign such record,
including facsimile or email electronic signatures, pursuant to the California Uniform Electronic Transactions
Act (Cal. Civ. Code §§ 1633.1 to 1633.17) as amended from time to time.
(End of page. Next page is signature page.)
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11 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
SIGNATURE PAGE
CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT
IN WITNESS WHEREOF, by executing this Agreement where indicated below, City and
Contractor/Service Provider agree that they have read and understood all terms and conditions of the Agreement,
that they fully agree and consent to bound by same, and that they are freely entering into this Agreement as of the
Effective Date.
SAN DIEGO ASSOCIATION OF GOVERNMENTS CITY OF CHULA VISTA
BY:________________________________ BY: ________________________________
CYNTHIA BURKE, PH.D. MARY CASILLAS SALAS
DIRECTOR, RESEARCH AND PROGRAM
MANAGEMENT
MAYOR
ATTEST
BY: ________________________________
Kerry K. Bigelow, MMC
City Clerk
APPROVED AS TO FORM
BY: ________________________________
Glen R. Googins
City Attorney
2021-05-11 Agenda Packet Page 164 of 618
12 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
EXHIBIT A
SCOPE OF WORK AND PAYMENT TERMS
1. Contact People for Contract Administration and Legal Notice
A. City Contract Administration:
Chula Vista Police Department
Jonathan Alegre, Police Administrative Services Administrator
315 Fourth Avenue, Chula Vista, CA 91910
(619) 476-2570
jalegre@chulavistapd.org
For Legal Notice Copy to:
City of Chula Vista
City Attorney
276 Fourth Avenue, Chula Vista, CA 91910
619-691-5037
CityAttorney@chulavistaca.gov
B. Contractor/Service Provider Contract Administration:
SAN DIEGO ASSOCIATION OF GOVERNMENTS
401 B Street, San Diego, CA 92101
(619) 699-1900
Cindy.Burke@sandag.org
For Legal Notice Copy to:
[same as above]
2. Required Services
A. General Description:
Contractor/Service Provider will provide program evaluation services to support the Proposition 64 Public
Health and Safety Grant Program.
B. Detailed Description:
San Diego Association of Governments (SANDAG) will perform grant program evaluation as outlined in the
proposal submitted to Board of State and Community Corrections (BSCC) for the Proposition 64 Public Health
and Safety Grant Program. Serving as the outside evaluator, SANDAG will ensure ongoing monitoring and
quality control of the grant program, as well as documenting and assessing achievement of proposed goals and
outcomes.
Project activities that support the goals and objectives of the Proposition 64 Public Health and Safety Grant
Program include, but not limited to:
2021-05-11 Agenda Packet Page 165 of 618
13 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
Attend meetings and collaborate with program partners and staff
Develop Local Evaluation Plan (identifying/capturing appropriate program measures) and submit to
BSCC no later than August 1, 2021
Provide timely data to program partners and staff to drive decisions
Conduct surveys regarding perception of services received
Create and maintain dashboard documenting up-to-date information on client intakes, exits and services
received
Complete quarterly reports describing progress made on program objectives
Complete Final Local Evaluation Report and submit to BSCC no later than October 31, 2024
3. Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin May 11,
2021 and end on October 31, 2024 for completion of all Required Services.
4. Compensation:
A. Form of Compensation
☒ Time and Materials. For performance of the Required Services by Contractor/Service Provider as identified
in Section 2.B., above, City shall pay Contractor/Service Provider for the productive hours of time spent by
Contractor/Service Provider in the performance of the Required Services.
B. Reimbursement of Costs
☒ None, the compensation includes all costs
Notwithstanding the foregoing, the maximum amount to be paid to the Contractor/Service Provider for services
performed through October 31, 2024 shall not exceed $126,000.
5. Special Provisions:
☐ Permitted Sub-Contractor/Service Providers: None.
☐ Security for Performance: None.
☐ Notwithstanding the completion date set forth in Section 3 above, City has option to extend this Agreement for
Insert Number of Terms additional terms, defined as a one-year increment or Enter a Specific Date. if applicable.
The City Manager or Director of Finance/Treasurer shall be authorized to exercise the extensions on behalf of the
City. If the City exercises an option to extend, each extension shall be on the same terms and conditions contained
herein, provided that the amounts specified in Section 4 above may be increased by up to Insert Percentage of
Increase or Actual Dollar Amount for each extension. The City shall give written notice to Contractor/Service
Provider of the City’s election to exercise the extension via the Notice of Exercise of Option to Extend document.
Such notice shall be provided at least 30 days prior to the expiration of the term.
☒ None
2021-05-11 Agenda Packet Page 166 of 618
14 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
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15 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
EXHIBIT B
INSURANCE REQUIREMENTS
Contractor/Service Provider shall adhere to all terms and conditions of Section 3 of the Agreement and agrees to
provide the following types and minimum amounts of insurance, as indicated by checking the applicable boxes
(x).
Type of Insurance Minimum Amount Form
☒ General Liability:
Including products and
completed operations,
personal and
advertising injury
$2,000,000 per occurrence for
bodily injury, personal injury
(including death), and property
damage. If Commercial General
Liability insurance with a general
aggregate limit is used, either the
general aggregate limit must apply
separately to this Agreement or the
general aggregate limit must be
twice the required occurrence limit
Additional Insured Endorsement
or Blanket AI Endorsement for
City*
Waiver of Recovery Endorsement
Insurance Services Office Form
CG 00 01
*Must be primary and must not
exclude Products/Completed
Operations
☒ Automobile Liability $1,000,000 per accident for bodily
injury, including death, and
property damage
Insurance Services Office Form
CA 00 01
Code 1-Any Auto
Code 8-Hired
Code 9-Non Owned
☒ Workers’
Compensation
Employer’s Liability
$1,000,000 each accident
$1,000,000 disease policy limit
$1,000,000 disease each employee
Waiver of Recovery Endorsement
Other Negotiated Insurance Terms: None.
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Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
EXHIBIT C
CONTRACTOR/SERVICE PROVIDER CONFLICT OF INTEREST DESIGNATION
The Political Reform Act1 and the Chula Vista Conflict of Interest Code2 (“Code”) require designated state and
local government officials, including some Contractor/Service Providers, to make certain public disclosures using
a Statement of Economic Interests form (Form 700). Once filed, a Form 700 is a public document, accessible to
any member of the public. In addition, Contractor/Service Providers designated to file the Form 700 are also
required to comply with certain ethics training requirements.3
☒ A. Contractor/Service Provider IS a corporation or limited liability company and is therefore EXCLUDED4
from disclosure.
☐ B. Contractor/Service Provider is NOT a corporation or limited liability company and disclosure designation
is as follows:
APPLICABLE DESIGNATIONS FOR INDIVIDUAL(S) ASSIGNED TO PROVIDE SERVICES
(Category descriptions available at www.chulavistaca.gov/departments/city-clerk/conflict-of-interest-code.)
Name Email Address Applicable Designation
☐ A. Full Disclosure
☐ B. Limited Disclosure (select one or more of
the categories under which the Contractor shall
file):
☐ 1. ☐ 2. ☐ 3. ☐ 4. ☐ 5. ☐ 6. ☐ 7.
Justification:
☒ C. Excluded from Disclosure
1. Required Filers
Each individual who will be performing services for the City pursuant to the Agreement and who meets the definition
of “Contractor/Service Provider,” pursuant to FPPC Regulation 18700.3, must file a Form 700.
2. Required Filing Deadlines
Each initial Form 700 required under this Agreement shall be filed with the Office of the City Clerk via the City's online
filing system, NetFile, within 30 days of the approval of the Agreement. Additional Form 700 filings will be required
annually on April 1 during the term of the Agreement, and within 30 days of the termination of the Agreement.
3. Filing Designation
The City Department Director will designate each individual who will be providing services to the City pursuant to the
Agreement as full disclosure, limited disclosure, or excluded from disclosure, based on an analysis of the services the
Contractor/Service Provider will provide. Notwithstanding this designation or anything in the Agreement, the
Contractor/Service Provider is ultimately responsible for complying with FPPC regulations and filing requirements. If
you have any questions regarding filing requirements, please do not hesitate to contact the City Clerk at (619)691-5041,
or the FPPC at 1-866-ASK-FPPC, or (866) 275-3772 *2.
1 Cal. Gov. Code §§81000 et seq.; FPPC Regs. 18700.3 and 18704.
2 Chula Vista Municipal Code §§2.02.010-2.02.040.
3 Cal. Gov. Code §§53234, et seq.
4 CA FPPC Adv. A-15-147 (Chadwick) (2015); Davis v. Fresno Unified School District (2015) 237 Cal.App.4th 261; FPPC Reg.
18700.3 (Consultant defined as an “individual” who participates in making a governmental decision; “individual” does not include
corporation or limited liability company).
2021-05-11 Agenda Packet Page 169 of 618
17 City of Chula Vista Agreement No.: 2021-024
Service Provider Name: SAN DIEGO ASSOCIATION OF
GOVERNMENTS Rev. 2/4/21
Pursuant to the duly adopted City of Chula Vista Conflict of Interest Code, this document shall serve as the written
determination of the Contractor’s requirement to comply with the disclosure requirements set forth in the Code.
Completed by: Jonathan Alegre
2021-05-11 Agenda Packet Page 170 of 618
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING $1,000,000 FROM THE BOARD
OF STATE AND COMMUNITY CORRECTIONS, ADDING
ONE PEACE OFFICER TO THE AUTHORIZED STAFFING
LEVEL OF THE POLICE DEPARTMENT, AND
APPROPRIATING $48,556 TO THE FISCAL YEAR 2020-21
POLICE GRANTS SECTION OF THE STATE GRANTS FUND
FOR THE PROPOSITION 64 PUBLIC HEALTH AND SAFETY
GRANT PROGRAM
WHEREAS, the City of Chula Vista desires to participate in the Proposition 64 Public
Health and Safety Grant Program funded through the California State and Local Government Law
Enforcement Account and administered by the Board of State and Community Corrections
(BSCC); and
WHEREAS, on April 8, 2021 the Police Department received notice from BSCC of a
$1,000,000 competitive award of Proposition 64 Public Health and Safety Cohort 2 grant to
address local impacts due to the legalization of adult-use recreational cannabis in California; and
WHEREAS, funds from the Proposition 64 Public Health and Safety Grant will address
impacts in Chula Vista surrounding monitoring of licensed/legal cannabis dispensaries,
identification and removal of illegal dispensaries, and implementation of programs aimed at youth
prevention and education, parent and community education, and preventing sales to minors by
either legal or illegal cannabis dispensaries; and
WHEREAS, the Proposition 64 Public Health and Safety Grant covers a three-year project
period of May 1, 2021 to April 30, 2024, along with a six-month period of May 1, 2024 to October
31, 2024 to complete a Final Local Evaluation Report.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it accepts $1,000,000 from the Board of State and Community Corrections, adds one Peace
Officer to the authorized staffing level of the Police Department, and appropriates $48,556 to the
Fiscal Year 2020-21 Police Grants Section of the State Grants Fund for the Proposition 64 Public
Health and Safety Grant Program ($34,924 to the personnel category, $10,833 to the supplies and
services category and $2,799 to the other category).
Presented by
Roxana Kennedy
Chief of Police
Approved as to form by
Glen R. Googins
City Attorney
2021-05-11 Agenda Packet Page 171 of 618
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AGREEMENT NUMBER BSCC
945-21 WITH THE BOARD OF STATE COMMUNITY
CORRECTIONS FOR THE PROPOSITION 64 PUBLIC
HEALTH AND SAFETY GRANT PROGRAM
WHEREAS, the City of Chula Vista desires to participate in the Proposition 64 Public
Health and Safety Grant Program funded through the California State and Local Government Law
Enforcement Account and administered by the Board of State and Community Corrections
(BSCC); and
WHEREAS, on April 8, 2021 the Police Department received notice from the BSCC of a
$1,000,000 competitive award of Proposition 64 Public Health and Safety Cohort 2 grant to
address local impacts due to the legalization of adult-use recreational cannabis in California, which
the City applied for in January 2021; and
WHEREAS, funds from the Proposition 64 Public Health and Safety Grant will address
impacts in Chula Vista surrounding monitoring of licensed/legal cannabis dispensaries,
identification and removal of illegal dispensaries, and implementation of programs aimed at youth
prevention and education, parent and community education, and preventing sales to minors by
either legal or illegal cannabis dispensaries; and
WHEREAS, the Proposition 64 Public Health and Safety Grant covers a three-year project
period of May 1, 2021 to April 30, 2024, along with a six-month period of May 1, 2024 to October
31, 2024 to complete a Final Local Evaluation Report.
WHEREAS, the City of Chula Vista agrees that grant funds received pursuant to
Agreement Number BSCC 945-21 shall not be used to supplant expenditures controlled by the
City Council; and
WHEREAS, the City of Chula Vista agrees to abide by the terms and conditions of the
Grant Agreement Number BSCC 945-21 as set forth by the BSCC.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that it approves Agreement Number BSCC 945-21 between the City of Chula Vista and Board of
State and Community Corrections, including any amendments thereof, in the form presented, with
such minor modifications as may be required or approved by the City Attorney, a copy of which
shall be kept on file in the Office of the City Clerk, and authorizes and directs the City Manager
to execute same.
2021-05-11 Agenda Packet Page 172 of 618
Presented by
Roxana Kennedy
Chief of Police
Approved as to form by
Glen R. Googins
City Attorney
2021-05-11 Agenda Packet Page 173 of 618
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING AGREEMENTS WITH SOUTH
BAY COMMUNITY SERVICES AND SAN DIEGO
ASSOCIATION OF GOVERNMENTS FOR THE PROPOSITION
64 PUBLIC HEALTH & SAFETY GRANT PROGRAM
WHEREAS, the City of Chula Vista desires to participate in the Proposition 64 Public
Health and Safety Grant Program funded through the California State and Local Government Law
Enforcement Account and administered by the Board of State and Community Corrections
(hereafter referred to as the BSCC); and
WHEREAS, on April 8, 2021 the Police Department received notice from BSCC of a
$1,000,000 competitive award of Proposition 64 Public Health and Safety Cohort 2 grant to
address local impacts due to the legalization of adult-use recreational cannabis in California; and
WHEREAS, funds from the Proposition 64 Public Health and Safety Grant will address
impacts in Chula Vista surrounding monitoring of licensed/legal cannabis dispensaries,
identification and removal of illegal dispensaries, and implementation of programs aimed at youth
prevention and education, parent and community education, and preventing sales to minors by
either legal or illegal cannabis dispensaries; and
WHEREAS, South Bay Community Services (SBCS) will utilize evidence-based practices
to provide education, prevention and intervention services, and San Diego Association of
Governments (SANDAG) will provide monitoring and quality control services to assess the
achievement of proposed goals of the program; and
WHEREAS, the Proposition 64 Public Health and Safety Grant covers a 3-year project
period of May 1, 2021 to April 30, 2024, along with a 6-month period of May 1, 2024 to October
31, 2024 to complete a Final Local Evaluation Report.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista,
that it approves Agreement to provide Diversion, Prevention and Intervention Services for the
Proposition 64 Public Health and Safety Grant Program between the City and South Ba y
Community Services, in the form presented, with such minor modifications as may be required or
approved by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk,
and authorizes and directs the Mayor to execute same.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it
approves Agreement to provide Program Evaluation Services for the Proposition 64 Public Health
and Safety Grant Program between the City and San Diego Association of Governments, in the
form presented, with such minor modifications as may be required or approved by the City
Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and authorizes and
directs the Mayor to execute same.
2021-05-11 Agenda Packet Page 174 of 618
Resolution No.
Page 2
Presented by
Roxana Kennedy
Chief of Police
Approved as to form by
Glen R. Googins
City Attorney
2021-05-11 Agenda Packet Page 175 of 618
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May 11, 2021 File ID: 21-0127
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TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING $53,700 FROM THE
CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY SERVICES AND APPROPRIATING SAID FUNDS TO THE
POLICE GRANTS SECTION OF THE FEDERAL GRANTS FUND FOR THE COVERDELL FORENSIC SCIENCE
IMPROVEMENT PROGRAM (4/5 VOTE REQUIRED)
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
The Police Department has been awarded grant funding from the California Governor’s Office of Emergency
Services for the Paul Coverdell Forensic Science Improvement Program. The goal of this program is to
improve the quality, timeliness, and credibility of forensic science services over current operations.
ENVIRONMENTAL REVIEW
The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act
State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable
DISCUSSION
The Paul Coverdell Forensic Sciences Improvement Program, which is administered by the California
Governor’s Office of Emergency Services (Cal OES), provides federal funding to accredited crime laboratories
throughout California. Coverdell funds can be used to provide education and training in bo th technical and
personal skills to California’s forensic scientists to ensure that they can effectively perform their laboratory
assignments. In order to receive these funds, the crime laboratories must verify their accreditation status
with a Forensic Crime laboratory organization or appropriate certifying body. The crime laboratories must
also certify that they have a plan in place to conduct an independent external investigation into allegations
of serious negligence or misconduct by laboratory employees or contractors.
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The Police Department has been awarded $53,700 for the 2020 Coverdell Program. This funding will be used
to provide training and equipment used by crime laboratory personnel. The education and training to crime
laboratory personnel, involving disciplines of digital media and crime scenes, will ensure that they can
effectively perform their assignments during crime scene callouts.
Digital forensics is recognized as a growing field that is increasingly beneficial in solving crimes. The Chula
Vista Police Department’s Digital Evidence Unit (DEU) was created in 2016. Since then, the Department has
utilized several cell phone data extraction devices to forensically examine cell phones as a part of criminal
investigations. These devices are limited to devices that have been collected as evidence in criminal cases
and every search is performed as part of a specific search warrant in compliance with California State law.
The 2016 California Electronic Communications Privacy Act governs how law enforcement may search and
forensically examine devices such as cell phones. It is widely considered the strongest personal privacy law
in the country.
The Police Department recently added a third Digital Forensic Examiner to the DEU, and the addition of a
third device and its related software will solve an existing and ongoing backlog of devices awaiting forensic
examination. By solving the analytical bottleneck of too few devices for the current staff, turnaround times
should decrease, and the ability to provide more timely information to investigators will have a positive
impact in the Department’s ability to solve crimes.
Additionally, the grant funding will cover the cost of a supercomputer to ensure newly acquired digital
forensic equipment and software are functioning at its fullest capacity. Lastly, the purchase of a new crime
scene camera lens will give the crime laboratory the ability to take high resolution pictures in low light
environments that will improve forensic analysis.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
Approval of this resolution will result in the acceptance of $53,700 grant funding from the California
Governor’s Office of Emergency Services for the Paul Coverdell Forensic Science Improvement Program and
the appropriation of $4,020 to the supplies and services category and $24,147 to the capital category of the
Police Grant section of the Federal Grant Fund. Funding from the California Governor’s Office of Emergency
Services will completely offset the cost of the Coverdell Forensic Improvement Progra m, resulting in no net
fiscal impact.
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ONGOING FISCAL IMPACT
Since the grant crosses multiple fiscal years, approval of this resolution will direct staff to include $25,533 to
the supplies and services category of the Police Grant section of the Federal Grant Fund in the FY 2021/2022
budget. The table below outlines the funding from the Coverdell grant.
DESCRIPTION FY 2020/2021 FY 2021/2022 GRANT TOTAL
Training Costs for Crime Lab Personnel $2,020 $7,383 $9,403
Digital Device Extraction Equipment & Software $12,000 $18,150 $30,150
Super Computer $12,147 $0 $12,147
Crime Scene Camera Lens $2,000 $0 $2,000
TOTAL COVERDELL FUNDING $28,167 $25,533 $53,700
ATTACHMENTS
None.
Staff Contact: Bryant Shimizu, Police Department
2021-05-11 Agenda Packet Page 178 of 618
RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING $53,700 FROM THE
CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY
SERVICES AND APPROPRIATING SAID FUNDS TO THE
POLICE GRANTS SECTION OF THE FEDERAL GRANTS
FUND FOR THE COVERDELL FORENSIC SCIENCE
IMPROVEMENT PROGRAM
WHEREAS, the Police Department has been awarded $53,700 in grant funding from the
California Governor’s Office of Emergency Services for the Paul Coverdell Forensic Science
Improvement Program; and
WHEREAS, the goal of the Coverdell program is to improve the quality, timeliness, and
credibility of forensic science services over current operations; and
WHEREAS, the Coverdell funds will be used to provide education and training to crime
laboratory personnel to ensure they can effectively perform their assignments during crime scene
callouts; and
WHEREAS, digital forensics is recognized as a growing field that is increasingly
beneficial in solving crimes, thus Coverdell funds will be used to acquire digital device
extraction equipment and software that will improve the Police Department’s digital forensic
capabilities; and
WHEREAS, the Coverdell funds will also be used to purchase a crime scene camera lens
that will give the crime laboratory the ability to take high resolution pictures in low light
environments that will improve forensic analysis; and
WHEREAS, the grant funds provided by the California Governor’s Office of Emergency
Services will completely offset the total costs of this program.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula
Vista, that it accepts $53,700 from the California Governor’s Office of Emergency Services and
appropriates $4,020 to supplies & services category and $24,147 to the capital category of the
fiscal year 2021 Police Grants Section of the Federal Grants Fund, and directs staff to include
$25,533 in the fiscal year 2022 budget for the Coverdell Forensic Science Improvement
Program.
Presented by Approved as to form by
Roxana Kennedy Glen R. Googins
Chief of Police City Attorney
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May 11, 2021 File ID: 21-0142
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TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING $203,143 FROM THE
CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY SERVICES, WAIVING THE CONSULTANT SELECTION
PROCESS, APPROVING THE AGREEMENT WITH SOUTH BAY COMMUNITY SERVICES AND APPROPRIATING
$101,572 TO THE POLICE GRANTS SECTION OF THE FEDERAL GRANTS FUND FOR THE DOMESTIC
VIOLENCE RESPONSE TEAM (4/5 VOTE REQUIRED)
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
The Police Department and South Bay Community Services have worked in partnership for more than 20
years providing domestic violence services to the community. Adoption of this resolution will accept grant
funding from the California Governor’s Office of Emergency Services for the Domestic Violence Response
Team and approve the agreement with South Bay Community Services for domestic violence response and
advocacy services.
ENVIRONMENTAL REVIEW
The activity is not a “Project” as defined under Section 15378 of the California Environmental Quality Act
State Guidelines; therefore, pursuant to State Guidelines Section 15060(c)(3) no environmental review is
required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable
DISCUSSION
Since 1985, Chula Vista Police Department (CVPD) and South Bay Community Services (SBCS) have
partnered to address issues with juveniles. And since 1997, CVPD has been working in a partnership with
SBCS to provide direct services to domestic violence victims and protect them from abuse. The partnership
between CVPD and SBCS resulted in the formation of a 24-hour/7-day per week Domestic Violence Response
Team (DVRT). The Police Department was recently notified of continued grant funding through the Law
Enforcement Specialized Units Program of the California Governor’s Office of Emergency Services (Cal OES).
The Department was initially awarded a 3-year grant for the DVRT program, covering a period of January 1,
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2018 to December 31, 2020. Cal OES has now awarded the Police Department $203,143 for an additional 12-
month funding cycle of January 1, 2021 to December 31, 2021.
Because of the established working relationship with SBCS, CVPD is requesting to waive the consultant
selection process and approve the agreement with SBCS to provide domestic violence response and advocacy
services. SBCS has tailored their programs to meet the needs of the City, and their experience, qualifications
and community presence make them a unique service provider.
The Domestic Violence Response Team consists of detectives from the Family Protection Unit of the Police
Department and Advocates from South Bay Community Services. The Advocates work closely with the
Detectives, provide more intensified follow-up services after the violent incident, and help prevent the need
for further intervention by law enforcement. SBCS Advocates are mandated to provide 24-hour immediate
mobile crisis intervention in response to 911 calls to the CVPD on all family violence cases involving children.
SBCS emergency staff meets CVPD officers at the scene of domestic violence crimes to assess for child abuse
as well as offer services to victims. Additionally, CVPD has dedicated personnel from the Family Protection
Unit to arrive in such cases. This dedicated staffing will allow both CVPD and the SBCS Advocate to have
increased access to victims after the incident. The following business day, the Advocate will follow up with
victims (alone or with a CVPD Detective), set up home visits with those not sheltered and provide cas e
management and additional services to those placed in shelter. These visits will be coordinated with a
Detective, depending on the severity of the abuse and if the perpetrator is still at large. Other SBCS Advocate
services include safety planning, support groups and counseling, Temporary Restraining Order information
and assistance, and transportation to a domestic violence shelter.
Fiscal Year 2019/2020 DVRT Accomplishments
Responded to 999 crisis calls, of which 678 victims were directly affected by domestic violence
Made contact and offered advocacy to 100% of victims with cases assigned to the unit
Provided advocacy, including crisis intervention, resource and referral assistance, emergency
assistance, and/or restraining order assistance to 678 victims
Provided regular roll call training sessions to officers, highlighting the DVRT process as well as other
agency-wide services available to the community
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
The grant funding from the California Governor’s Office of Emergency Services in the amount of $203,143
will completely offset the DVRT Program costs during the grant period of January 1, 2021 to December 31,
2021. The grant will fund subcontracted costs from South Bay Community Services, and the City will receive
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3% of the subcontracted costs to administer the grant. A detective assigned to the Family Protection Unit
will fulfill the 25% match requirement of the grant. Adoption of this resolution will result in an appropriation
of $98,186 to supplies & services and $3,386 to the other expenses category to the Police Grants section of
the Federal Grants Fund to cover the current fiscal period of January 1 to June 30, 2021.
ONGOING FISCAL IMPACT
Since the grant period crosses two fiscal years, approval of this resolution will also direct staff to include
$101,571 to the Police Grant section of the Federal Grant Fund in the FY 2021/2022 budget. Continuing
services for the DVRT Program beyond December 31, 2021 is contingent upon additional grant funding from
Cal OES to support the program.
ATTACHMENTS
Attachment 1: Agreement with South Bay Community Services for Domestic Violence Response and
Advocacy Services
Staff Contact: Jonathan Alegre, Police Department
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACCEPTING $203,143 FROM THE
CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY
SERVICES, WAIVING THE CONSULTANT SELECTION
PROCESS, APPROVING THE AGREEMENT WITH SOUTH
BAY COMMUNITY SERVICES AND APPROPRIATING
$101,572 TO THE POLICE GRANTS SECTION OF THE
FEDERAL GRANTS FUND FOR THE DOMESTIC VIOLENCE
RESPONSE TEAM
WHEREAS, the California Governor’s Office of Emergency Services has awarded grant
funding to the Police Department for the Domestic Violence Response Team; and
WHEREAS, the Domestic Violence Response Team provides advocacy, crisis
intervention, resource and referral assistance, emergency assistance and/or restraining order
assistance to the community; and
WHEREAS, pursuant to Chula Vista Municipal Code section 2.56.070.B.4, the Police
Department is seeking to waive the consultant selection process, because South Bay Community
Services has partnered with the Police Department since 1985 and has tailored their programs to
meet the needs of the City and because their experience, qualifications and community presence
make them a unique service provider; and
WHEREAS, acceptance of this grant award will offset the cost of domestic violence
advocacy services from South Bay Community Services during the grant period of January 1,
2021 to December 31, 2021; and
WHEREAS, the City of Chula Vista agrees to provide all matching funds required for
said project (including any extension or amendment thereof) and the rules and regulations of
California Governor’s Office of Emergency Services; and
WHEREAS, the City of Chula Vista agrees that grant funds received hereunder shall not
be used to supplant expenditures controlled by the City Council.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula
Vista, that it accepts $203,143 from the California Governor’s Office of Emergency Services,
appropriates $98,186 to supplies & services and $3,386 to the other expenses category to the
Police Grants section of the Federal Grants Fund, and directs staff to include $101,571 in the
fiscal year 2022 budget for the Domestic Violence Response Team.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista, that it
waives the consultant selection process.
BE IT FURTHER RESOLVED by the City Council of the City of Chula Vista that it
approves an agreement with South Bay Community Services to provide services for the
Domestic Violence Response Team, in the form presented, with such minor modifications as
may be required or approved by the City Attorney, a copy of which shall be kept on file in the
Office of the City Clerk, and authorizes and directs the Mayor to execute same.
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Presented by Approved as to form by
Roxana Kennedy Glen R. Googins
Chief of Police City Attorney
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1 City of Chula Vista Agreement No.: 2021-025
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
CITY OF CHULA VISTA
CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT
WITH SOUTH BAY COMMUNITY SERVICES
TO PROVIDE DOMESTIC VIOLENCE RESPONSE AND ADVOCACY SERVICES
This Agreement is entered into effective as of January 1, 2021 (“Effective Date”) by and between the City of
Chula Vista, a chartered municipal corporation (“City”) and SOUTH BAY COMMUNITY SERVICES, A
California Corporation (“Contractor/Service Provider”) (collectively, the “Parties” and, individually, a “Party”)
with reference to the following facts:
RECITALS
WHEREAS, since 1997, the City has worked with South Bay Community Services to provide Domestic
Violence Response and Advocacy services; and
WHEREAS, South Bay Community Services has partnered with the Police Department since 1985 and
tailored their programs to meet the needs of the City; and
WHEREAS, Contractor/Service Provider warrants and represents that it is experienced and staffed in a
manner such that it can deliver the services required of Contractor/Service Provider to City in accordance with
the time frames and the terms and conditions of this Agreement.
[End of Recitals. Next Page Starts Obligatory Provisions.]
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2 City of Chula Vista Agreement No.: 2021-025
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
OBLIGATORY PROVISIONS
NOW, THEREFORE, in consideration of the above recitals, the covenants contained herein, and other
good and valuable consideration, the receipt and sufficiency of which the Parties hereby acknowledge, City and
Contractor/Service Provider hereby agree as follows:
1. SERVICES
1.1 Required Services. Contractor/Service Provider agrees to perform the services, and deliver to City the
“Deliverables” (if any) described in the attached Exhibit A, incorporated into the Agreement by this reference,
within the time frames set forth therein, time being of the essence for this Agreement. The services and/or
Deliverables described in Exhibit A shall be referred to herein as the “Required Services.”
1.2 Reductions in Scope of Work. City may independently, or upon request from Contractor/Service
Provider, from time to time, reduce the Required Services to be performed by the Contractor/Service Provider
under this Agreement. Upon doing so, City and Contractor/Service Provider agree to meet and confer in good
faith for the purpose of negotiating a corresponding reduction in the compensation associated with the
reduction.
1.3 Additional Services. Subject to compliance with the City’s Charter, codes, policies, procedures and
ordinances governing procurement and purchasing authority, City may request Contractor/Service Provider
provide additional services related to the Required Services (“Additional Services”). If so, City and
Contractor/Service Provider agree to meet and confer in good faith for the purpose of negotiating an
amendment to Exhibit A, to add the Additional Services. Unless otherwise agreed, compensation for the
Additional Services shall be charged and paid consistent with the rates and terms already provided therein.
Once added to Exhibit A, “Additional Services” shall also become “Required Services” for purposes of this
Agreement.
1.4 Standard of Care. Contractor/Service Provider expressly warrants and agrees that any and all Required
Services hereunder shall be performed in accordance with the highest standard of care exercised by members
of the profession currently practicing under similar conditions and in similar locations.
1.5 No Waiver of Standard of Care. Where approval by City is required, it is understood to be conceptual
approval only and does not relieve the Contractor/Service Provider of responsibility for complying with all
laws, codes, industry standards, and liability for damages caused by negligent acts, errors, omissions,
noncompliance with industry standards, or the willful misconduct of the Contractor/Service Provider or its
subcontractors.
1.6 Security for Performance. In the event that Exhibit A Section 4 indicates the need for
Contractor/Service Provider to provide additional security for performance of its duties under this Agreement,
Contractor/Service Provider shall provide such additional security prior to commencement of its Required
Services in the form and on the terms prescribed on Exhibit A, or as otherwise prescribed by the City Attorney.
1.7 Compliance with Laws. In its performance of the Required Services, Contractor/Service Provider
shall comply with any and all applicable federal, state and local laws, including the Chula Vista Municipal
Code.
1.8 Business License. Prior to commencement of work, Contractor/Service Provider shall obtain a
business license from City.
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3 City of Chula Vista Agreement No.: 2021-025
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
1.9 Subcontractors. Prior to commencement of any work, Contractor/Service Provider shall submit for
City’s information and approval a list of any and all subcontractors to be used by Contractor/Service Provider
in the performance of the Required Services. Contractor/Service Provider agrees to take appropriate measures
necessary to ensure that all subcontractors and personnel utilized by the Contractor/Service Provider to
complete its obligations under this Agreement comply with all applicable laws, regulations, ordinances, and
policies, whether federal, state, or local. In addition, if any subcontractor is expected to fulfill any
responsibilities of the Contractor/Service Provider under this Agreement, Contractor/Service Provider shall
ensure that each and every subcontractor carries out the Contractor/Service Provider’s responsibilities as set
forth in this Agreement.
1.10 Term. This Agreement shall commence on the earlier to occur of the Effective Date or
Contractor/Service Provider’s commencement of the Required Services hereunder, and shall terminate when
the Parties have complied with all their obligations hereunder; provided, however, provisions which expressly
survive termination shall remain in effect.
2. COMPENSATION
2.1 General. For satisfactory performance of the Required Services, City agrees to compensate
Contractor/Service Provider in the amount(s) and on the terms set forth in Exhibit A, Section 4. Standard
terms for billing and payment are set forth in this Section 2.
2.2 Detailed Invoicing. Contractor/Service Provider agrees to provide City with a detailed invoice for
services performed each month, within thirty (30) days of the end of the month in which the services were
performed, unless otherwise specified in Exhibit A. Invoicing shall begin on the first of the month following
the Effective Date of the Agreement. All charges must be presented in a line item format with each task
separately explained in reasonable detail. Each invoice shall include the current monthly amount being billed,
the amount invoiced to date, and the remaining amount available under any approved budget.
Contractor/Service Provider must obtain prior written authorization from City for any fees or expenses that
exceed the estimated budget.
2.3 Payment to Contractor/Service Provider. Upon receipt of a properly prepared invoice and
confirmation that the Required Services detailed in the invoice have been satisfactorily performed, City shall
pay Contractor/Service Provider for the invoice amount within thirty (30) days. Payment shall be made in
accordance with the terms and conditions set forth in Exhibit A and section 2.4, below. At City’s discretion,
invoices not timely submitted may be subject to a penalty of up to five percent (5%) of the amount invoiced.
2.4 Retention Policy. City shall retain ten percent (10%) of the amount due for Required Services detailed
on each invoice (the “holdback amount”). Upon City review and determination of Project Completion, the
holdback amount will be issued to Contractor/Service Provider.
2.5 Reimbursement of Costs. City may reimburse Contractor/Service Provider’s out-of-pocket costs
incurred by Contractor/Service Provider in the performance of the Required Services if negotiated in advance
and included in Exhibit A. Unless specifically provided in Exhibit A, Contractor/Service Provider shall be
responsible for any and all out-of-pocket costs incurred by Contractor/Service Provider in the performance of
the Required Services.
2.6 Exclusions. City shall not be responsible for payment to Contractor/Service Provider for any fees or
costs in excess of any agreed upon budget, rate or other maximum amount(s) provided for in Exhibit A. City
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4 City of Chula Vista Agreement No.: 2021-025
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
shall also not be responsible for any cost: (a) incurred prior to the Effective Date; or (b) arising out of or
related to the errors, omissions, negligence or acts of willful misconduct of Contractor/Service Provider, its
agents, employees, or subcontractors.
2.7 Payment Not Final Approval. Contractor/Service Provider understands and agrees that payment to
the Contractor/Service Provider or reimbursement for any Contractor/Service Provider costs related to the
performance of Required Services does not constitute a City final decision regarding whether such payment
or cost reimbursement is allowable and eligible for payment under this Agreement, nor does it constitute a
waiver of any violation by Contractor/Service Provider of the terms of this Agreement. If City determines
that Contractor/Service Provider is not entitled to receive any amount of compensation already paid, City will
notify Contractor/Service Provider in writing and Contractor/Service Provider shall promptly return such
amount.
3. INSURANCE
3.1 Required Insurance. Contractor/Service Provider must procure and maintain, during the period of
performance of Required Services under this Agreement, and for twelve months after completion of Required
Services, the policies of insurance described on the attached Exhibit B, incorporated into the Agreem ent by
this reference (the “Required Insurance”). The Required Insurance shall also comply with all other terms of
this Section.
3.2 Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions relating to the
Required Insurance must be disclosed to and approved by City in advance of the commencement of work.
3.3 Standards for Insurers. Required Insurance must be placed with licensed insurers admitted to transact
business in the State of California with a current A.M. Best’s rating of A V or better, or, if insurance is placed
with a surplus lines insurer, insurer must be listed on the State of California List of Eligible Surplus Lines
Insurers (LESLI) with a current A.M. Best’s rating of no less than A X. For Workers’ Compen sation
Insurance, insurance issued by the State Compensation Fund is also acceptable.
3.4 Subcontractors. Contractor/Service Provider must include all sub-Contractor/Service Providers/sub-
contractors as insureds under its policies and/or furnish separate certificates and endorsements demonstrating
separate coverage for those not under its policies. Any separate coverage for sub-Contractor/Service Providers
must also comply with the terms of this Agreement.
3.5 Additional Insureds. City, its officers, officials, employees, agents, and volunteers must be named as
additional insureds with respect to any policy of general liability, automobile, or pollution insurance specified
as required in Exhibit B or as may otherwise be specified by City’s Risk Manager.. The general liability
additional insured coverage must be provided in the form of an endorsement to the Contractor/Service
Provider’s insurance using ISO CG 2010 (11/85) or its equivalent; such endorsement must not exclude
Products/Completed Operations coverage.
3.6 General Liability Coverage to be “Primary.” Contractor/Service Provider’s general liability coverage
must be primary insurance as it pertains to the City, its officers, officials, employees, agents, and volunteers.
Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers is
wholly separate from the insurance provided by Contractor/Service Provider and in no way relieves
Contractor/Service Provider from its responsibility to provide insurance.
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5 City of Chula Vista Agreement No.: 2021-025
Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
3.7 No Cancellation. No Required Insurance policy may be canceled by either Party during the required
insured period under this Agreement, except after thirty days’ prior written notice to the City by certified mail,
return receipt requested. Prior to the effective date of any such cancellation Contractor/Service Provider must
procure and put into effect equivalent coverage(s).
3.8 Waiver of Subrogation. Contractor/Service Provider’s insurer(s) will provide a Waiver of Subrogation
in favor of the City for each Required Insurance policy under this Agreement. In addition, Contractor/Service
Provider waives any right it may have or may obtain to subrogation for a claim against City.
3.9 Verification of Coverage. Prior to commencement of any work, Contractor/Service Provider shall
furnish City with original certificates of insurance and any amendatory endorsements necessary to
demonstrate to City that Contractor/Service Provider has obtained the Required Insurance in compliance with
the terms of this Agreement. The words “will endeavor” and “but failure to mail such notice shall impose no
obligation or liability of any kind upon the company, its agents, or representatives” or any similar language
must be deleted from all certificates. The required certificates and endorsements should otherwise be on
industry standard forms. The City reserves the right to require, at any time, complete, certified copies of all
required insurance policies, including endorsements evidencing the coverage required by these specifications.
3.10 Claims Made Policy Requirements. If General Liability, Pollution and/or Asbestos Pollution Liability
and/or Errors & Omissions coverage are required and are provided on a claims -made form, the following
requirements also apply:
a. The “Retro Date” must be shown, and must be before the date of this Agreement or the beginning
of the work required by this Agreement.
b. Insurance must be maintained, and evidence of insurance must be provided, for at least five (5)
years after completion of the work required by this Agreement.
c. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form
with a “Retro Date” prior to the effective date of this Agreement, the Contractor/Service Provider must
purchase “extended reporting” coverage for a minimum of five (5) years after completion of the work required
by this Agreement.
d. A copy of the claims reporting requirements must be submitted to the City for review.
3.11 Not a Limitation of Other Obligations. Insurance provisions under this section shall not be construed
to limit the Contractor/Service Provider’s obligations under this Agreement, including Indemnity.
3.12 Additional Coverage. To the extent that insurance coverage provided by Contractor/Service Provider
maintains higher limits than the minimums appearing in Exhibit B, City requires and shall be entitled to
coverage for higher limits maintained.
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Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
4. INDEMNIFICATION
4.1. General. To the maximum extent allowed by law, Contractor/Service Provider shall protect, defend,
indemnify and hold harmless City, its elected and appointed officers, agents, employees and volunteers
(collectively, “Indemnified Parties”), from and against any and all claims, demands, causes of action, costs,
expenses, (including reasonable attorneys’ fees and court costs), liability, loss, damage or injury, in law or
equity, to property or persons, including wrongful death, in any manner arising out of or incident to any
alleged acts, omissions, negligence, or willful misconduct of Contractor/Service Provider, its officials,
officers, employees, agents, and contractors, arising out of or in connection with the performance of the
Required Services, the results of such performance, or this Agreement. This indemnity provision does not
include any claims, damages, liability, costs and expenses arising from the sole negligence or willful
misconduct of the Indemnified Parties. Also covered is liability arising from, connected with, caused by or
claimed to be caused by the active or passive negligent acts or omissions of the Indemnified Parties which
may be in combination with the active or passive negligent acts or omissions of the Contractor/Service
Provider, its employees, agents or officers, or any third party.
4.2. Modified Indemnity Where Agreement Involves Design Professional Services. Notwithstanding the
forgoing, if the services provided under this Agreement are design professional services, as defined by
California Civil Code section 2782.8, as may be amended from time to time, the defense and indemnity
obligation under Section 1, above, shall be limited to the extent required by California Civil Code section
2782.8.
4.3 Costs of Defense and Award. Included in Contractor/Service Provider’s obligations under this Section
4 is Contractor/Service Provider’s obligation to defend, at Contractor/Service Provider’s own cost, expense
and risk, any and all suits, actions or other legal proceedings that may be brought or instituted against one or
more of the Indemnified Parties. Subject to the limitations in this Section 4, Contractor/Service Provider shall
pay and satisfy any judgment, award or decree that may be rendered against one or more of the Indemnified
Parties for any and all related legal expenses and costs incurred by any of them.
4.4. Contractor/Service Provider’s Obligations Not Limited or Modified. Contractor/Service Provider’s
obligations under this Section 4 shall not be limited to insurance proceeds, if any, received by the Indemnified
Parties, or by any prior or subsequent declaration by the Contractor/Service Provider. Furthermore,
Contractor/Service Provider’s obligations under this Section 4 shall in no way limit, modify or excuse any of
Contractor/Service Provider’s other obligations or duties under this Agreement.
4.5. Enforcement Costs. Contractor/Service Provider agrees to pay any and all costs City incurs in
enforcing Contractor/Service Provider’s obligations under this Section 4.
4.6 Survival. Contractor/Service Provider’s obligations under this Section 4 shall survive the termination
of this Agreement.
5. FINANCIAL INTERESTS OF CONTRACTOR/SERVICE PROVIDER.
5.1 Form 700 Filing. The California Political Reform Act and the Chula Vista Conflict of Interest Code
require certain government officials and Contractor/Service Providers performing work for government
agencies to publicly disclose certain of their personal assets and income using a Statement of Economic
Interests form (Form 700). In order to assure compliance with these requirements, Contractor/Service
Provider shall comply with the disclosure requirements identified in the attached Exhibit C, incorporated into
the Agreement by this reference.
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Service Provider Name: SOUTH BAY COMMUNITY SERVICES Rev. 2/4/21
5.2 Disclosures; Prohibited Interests. Independent of whether Contractor/Service Provider is required to
file a Form 700, Contractor/Service Provider warrants and represents that it has disclosed to City any
economic interests held by Contractor/Service Provider, or its employees or subcontractors who will be
performing the Required Services, in any real property or project which is the subject of this Agreement.
Contractor/Service Provider warrants and represents that it has not employed or retained any company or
person, other than a bona fide employee or approved subcontractor working solely for Contractor/Service
Provider, to solicit or secure this Agreement. Further, Contractor/Service Provider warrants and represents
that it has not paid or agreed to pay any company or person, other than a bona fide employee or approved
subcontractor working solely for Contractor/Service Provider, any fee, commission, percentage, brokerage
fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement.
Contractor/Service Provider further warrants and represents that no officer or employee of City, has any
interest, whether contractual, non-contractual, financial or otherwise, in this transaction, the proceeds hereof,
or in the business of Contractor/Service Provider or Contractor/Service Provider’s subcontractors.
Contractor/Service Provider further agrees to notify City in the event any such interest is discovered whether
or not such interest is prohibited by law or this Agreement. For breach or violation of any of these warranties,
City shall have the right to rescind this Agreement without liability.
6. REMEDIES
6.1 Termination for Cause. If for any reason whatsoever Contractor/Service Provider shall fail to perform
the Required Services under this Agreement, in a proper or timely manner, or if Contractor/Service Provider
shall violate any of the other covenants, agreements or conditions of this Agreement (each a “Default”), in
addition to any and all other rights and remedies City may have under this Agreement, at law or in equity,
City shall have the right to terminate this Agreement by giving five (5) days written notice to
Contractor/Service Provider. Such notice shall identify the Default and the Agreement termination date. If
Contractor/Service Provider notifies City of its intent to cure such Default prior to City’s specified termination
date, and City agrees that the specified Default is capable of being cured, City may grant Contractor/Service
Provider up to ten (10) additional days after the designated termination date to effectuate such cure. In the
event of a termination under this Section 6.1, Contractor/Service Provider shall immediately provide City any
and all ”Work Product” (defined in Section 7 below) prepared by Contractor/Service Provider as part of the
Required Services. Such Work Product shall be City’s sole and exclusive property as provided in Section 7
hereof. Contractor/Service Provider may be entitled to compensation for work satisfactorily performed prior
to Contractor/Service Provider’s receipt of the Default notice; provided, however, in no event shall such
compensation exceed the amount that would have been payable under this Agreement for such work, and any
such compensation shall be reduced by any costs incurred or projected to be incurred by City as a result of
the Default.
6.2 Termination or Suspension for Convenience of City. City may suspend or terminate this Agreement,
or any portion of the Required Services, at any time and for any reason, with or without cause, by giving
specific written notice to Contractor/Service Provider of such termination or suspension at least fifteen (15)
days prior to the effective date thereof. Upon receipt of such notice, Contractor/Service Provider shall
immediately cease all work under the Agreement and promptly deliver all “Work Product” (defined in Section
7 below) to City. Such Work Product shall be City's sole and exclusive property as provided in Section 7
hereof. Contractor/Service Provider shall be entitled to receive just and equitable compensation for this Work
Product in an amount equal to the amount due and payable under this Agreement for work satisfactorily
performed as of the date of the termination/suspension notice plus any additional remaining Required Services
requested or approved by City in advance that would maximize City’s value under the Agreement.
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6.3 Waiver of Claims. In the event City terminates the Agreement in accordance with the terms of this
Section, Contractor/Service Provider hereby expressly waives any and all claims for damages or
compensation as a result of such termination except as expressly provided in this Section 6.
6.4 Administrative Claims Requirements and Procedures. No suit or arbitration shall be brought arising
out of this Agreement against City unless a claim has first been presented in writing and filed with City and
acted upon by City in accordance with the procedures set forth in Chapter 1.34 of the Chula Vista Municipal
Code, as same may be amended, the provisions of which, including such policies and procedures used by City
in the implementation of same, are incorporated herein by this reference. Upon request by City,
Contractor/Service Provider shall meet and confer in good faith with City for the purpose of resolving any
dispute over the terms of this Agreement.
6.5 Governing Law/Venue. This Agreement shall be governed by and construed in accordance with the
laws of the State of California. Any action arising under or relating to this Agreement shall be brought only
in San Diego County, State of California.
6.6 Service of Process. Contractor/Service Provider agrees that it is subject to personal jurisdiction in
California. If Contractor/Service Provider is a foreign corporation, limited liability company, or partnership
that is not registered with the California Secretary of State, Contractor/Service Provider irrevocably consents
to service of process on Contractor/Service Provider by first class mail directed to the individual and address
listed under “For Legal Notice,” in section 1.B. of Exhibit A to this Agreement, and that such service shall be
effective five days after mailing.
7. OWNERSHIP AND USE OF WORK PRODUCT
All reports, studies, information, data, statistics, forms, designs, plans, procedures, systems and any other
materials or properties produced in whole or in part under this Agreement in connection with the performance
of the Required Services (collectively “Work Product”) shall be the sole and exclusive property of City. No
such Work Product shall be subject to private use, copyrights or patent rights by Contractor/Service Provider
in the United States or in any other country without the express, prior written consent of City. City shall have
unrestricted authority to publish, disclose, distribute, and otherwise use, copyright or patent, in whole or in
part, any such Work Product, without requiring any permission of Contractor/Service Provider, except as may
be limited by the provisions of the Public Records Act or expressly prohibited by other applicable laws. With
respect to computer files containing data generated as Work Product, Contractor/Service Provider shall make
available to City, upon reasonable written request by City, the necessary functional computer software and
hardware for purposes of accessing, compiling, transferring and printing computer files.
8. GENERAL PROVISIONS
8.1 Amendment. This Agreement may be amended, but only in writing signed by both Parties.
8.2 Assignment. City would not have entered into this Agreement but for Contractor/Service Provider’s
unique qualifications and traits. Contractor/Service Provider shall not assign any of its rights or
responsibilities under this Agreement, nor any part hereof, without City’s prior written consent, which City
may grant, condition or deny in its sole discretion.
8.3 Authority. The person(s) executing this Agreement for Contractor/Service Provider warrants and
represents that they have the authority to execute same on behalf of Contractor/Service Provider and to bind
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Contractor/Service Provider to its obligations hereunder without any further action or direction from
Contractor/Service Provider or any board, principle or officer thereof.
8.4 Counterparts. This Agreement may be executed in counterparts, each of which shall be deemed an
original, but all of which shall constitute one Agreement after each Party has signed such a counterpart.
8.5 Entire Agreement. This Agreement together with all exhibits attached hereto and other agreements
expressly referred to herein, constitutes the entire Agreement between the Parties with respect to the subject
matter contained herein. All exhibits referenced herein shall be attached hereto and are incorporated herein
by reference. All prior or contemporaneous agreements, understandings, representations, warranties and
statements, oral or written, are superseded.
8.6 Record Retention. During the course of the Agreement and for three (3) years following completion
of the Required Services, Contractor/Service Provider agrees to maintain, intact and readily accessible, all
data, documents, reports, records, contracts, and supporting materials relating to the performance of the
Agreement, including accounting for costs and expenses charged to City, including such records in the
possession of sub-contractors/sub-Contractor/Service Providers.
8.7 Further Assurances. The Parties agree to perform such further acts and to execute and deliver such
additional documents and instruments as may be reasonably required in order to carry out the provisions of
this Agreement and the intentions of the Parties.
8.8 Independent Contractor. Contractor/Service Provider is and shall at all times remain as to City a
wholly independent contractor. Neither City nor any of its officers, employees, agents or volunteers shall
have control over the conduct of Contractor/Service Provider or any of Contractor/Service Provider’s officers,
employees, or agents (“Contractor/Service Provider Related Individuals”), except as set forth in this
Agreement. No Contractor/Service Provider Related Individuals shall be deemed employees of City, and
none of them shall be entitled to any benefits to which City employees are entitled, including but not limited
to, overtime, retirement benefits, worker's compensation benefits, injury leave or other leave benefits.
Furthermore, City will not withhold state or federal income tax, social security tax or any other payroll tax
with respect to any Contractor/Service Provider Related Individuals; instead, Contractor/Service Provider
shall be solely responsible for the payment of same and shall hold the City harmless with respect to same.
Contractor/Service Provider shall not at any time or in any manner represent that it or any of its
Contractor/Service Provider Related Individuals are employees or agents of City. Contractor/Service Provider
shall not incur or have the power to incur any debt, obligation or liability whatsoever against City, or bind
City in any manner.
8.9 Notices. All notices, demands or requests provided for or permitted to be given pursuant to this
Agreement must be in writing. All notices, demands and requests to be sent to any Party shall be deemed to
have been properly given or served if personally served or deposited in the United States mail, addressed to
such Party, postage prepaid, registered or certified, with return receipt requested, at the addresses identified
in this Agreement at the places of business for each of the designated Parties as indicated in Exhibit A, or
otherwise provided in writing.
8.10 Electronic Signatures. Each Party agrees that the electronic signatures, whether digital or encrypted, of
the Parties included in this Agreement are intended to authenticate this writing and to have the same force and
effect as manual signatures. Electronic Signature means any electronic sound, symbol, or process attached
to or logically associated with a record and executed and adopted by a Party with the intent to sign such record,
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including facsimile or email electronic signatures, pursuant to the California Uniform Electronic Transactions
Act (Cal. Civ. Code §§ 1633.1 to 1633.17) as amended from time to time.
(End of page. Next page is signature page.)
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SIGNATURE PAGE
CONTRACTOR/SERVICE PROVIDER SERVICES AGREEMENT
IN WITNESS WHEREOF, by executing this Agreement where indicated below, City and
Contractor/Service Provider agree that they have read and understood all terms and conditions of the Agreement,
that they fully agree and consent to bound by same, and that they are freely entering into this Agreement as of the
Effective Date.
SOUTH BAY COMMUNITY SERVICES CITY OF CHULA VISTA
BY:________________________________ BY: ________________________________
KATHRYN LEMBO MARY CASILLAS SALAS
PRESIDENT & CEO MAYOR
ATTEST
BY: ________________________________
Kerry K. Bigelow, MMC
City Clerk
APPROVED AS TO FORM
BY: ________________________________
Glen R. Googins
City Attorney
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EXHIBIT A
SCOPE OF WORK AND PAYMENT TERMS
1. Contact People for Contract Administration and Legal Notice
A. City Contract Administration:
Chula Vista Police Department
Jonathan Alegre, Police Administrative Services Administrator
315 Fourth Avenue, Chula Vista, CA 91910
(619) 476-2570
jalegre@chulavistapd.org
For Legal Notice Copy to:
City of Chula Vista
City Attorney
276 Fourth Avenue, Chula Vista, CA 91910
619-691-5037
CityAttorney@chulavistaca.gov
B. Contractor/Service Provider Contract Administration:
SOUTH BAY COMMUNITY SERVICES
430 F Street, Chula Vista, CA 91910
(619) 420-3620
klembo@csbcs.org
For Legal Notice Copy to:
[same as above]
2. Required Services
A. General Description:
Contractor/Service Provider will provide domestic violence response and advocacy services.
B. Detailed Description:
Task Description Deliverables Completion Date
1 Community Assessment Workers Provide the 24 hour/7 days a
week Community
Assessment Workers for the
Domestic Violence Response
Team, to respond to calls
from Chula Vista Police
Department officers
12/31/2021
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2 Services to families Provide and coordinate a
continuum of services to the
families identified by the
project which may include:
crisis intervention,
assessment, case
management, individual
group and family counseling,
confidential shelter or
transition housing, and a
temporary restraining order
clinic
12/31/2021
3 Cooperation and information Provide cooperation and
information for evaluation
and measurement of
components of the project
12/31/2021
4
3. Term: In accordance with Section 1.10 of this Agreement, the term of this Agreement shall begin January 1,
2021 and end on December 31, 2021 for completion of all Required Services.
4. Compensation:
A. Form of Compensation
☒ Single Fixed Fee. For performance of all of the Required Services by Contractor/Service Provider as herein
required, City shall pay a single fixed fee of $196,372, upon completion of all Required Services to City’s
satisfaction.
B. Reimbursement of Costs
☒ None, the compensation includes all costs
Notwithstanding the foregoing, the maximum amount to be paid to the Contractor/Service Provider for services
performed through December 31, 2021 shall not exceed $196,372.
5. Special Provisions:
☐ Permitted Sub-Contractor/Service Providers: None.
☐ Security for Performance: None.
☐ Notwithstanding the completion date set forth in Section 3 above, City has option to extend this Agreement for
Insert Number of Terms additional terms, defined as a one-year increment or Enter a Specific Date. if applicable.
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The City Manager or Director of Finance/Treasurer shall be authorized to exercise the extensions on behalf of the
City. If the City exercises an option to extend, each extension shall be on the same terms and conditions contained
herein, provided that the amounts specified in Section 4 above may be increased by up to Insert Percentage of
Increase or Actual Dollar Amount for each extension. The City shall give written notice to Contractor/Service
Provider of the City’s election to exercise the extension via the Notice of Exercise of Option to Extend document.
Such notice shall be provided at least 30 days prior to the expiration of the term.
☒ None
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EXHIBIT B
INSURANCE REQUIREMENTS
Contractor/Service Provider shall adhere to all terms and conditions of Section 3 of the Agreement and agrees to
provide the following types and minimum amounts of insurance, as indicated by checking the applicable boxes
(x).
Type of Insurance Minimum Amount Form
☒ General Liability:
Including products and
completed operations,
personal and
advertising injury
$2,000,000 per occurrence for
bodily injury, personal injury
(including death), and property
damage. If Commercial General
Liability insurance with a general
aggregate limit is used, either the
general aggregate limit must apply
separately to this Agreement or the
general aggregate limit must be
twice the required occurrence limit
Additional Insured Endorsement
or Blanket AI Endorsement for
City*
Waiver of Recovery Endorsement
Insurance Services Office Form
CG 00 01
*Must be primary and must not
exclude Products/Completed
Operations
☒ Automobile Liability $1,000,000 per accident for bodily
injury, including death, and
property damage
Insurance Services Office Form
CA 00 01
Code 1-Any Auto
Code 8-Hired
Code 9-Non Owned
☒ Workers’
Compensation
Employer’s Liability
$1,000,000 each accident
$1,000,000 disease policy limit
$1,000,000 disease each employee
Waiver of Recovery Endorsement
Other Negotiated Insurance Terms: None.
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EXHIBIT C
CONTRACTOR/SERVICE PROVIDER CONFLICT OF INTEREST DESIGNATION
The Political Reform Act1 and the Chula Vista Conflict of Interest Code2 (“Code”) require designated state and
local government officials, including some Contractor/Service Providers, to make certain public disclosures using
a Statement of Economic Interests form (Form 700). Once filed, a Form 700 is a public document, accessible to
any member of the public. In addition, Contractor/Service Providers designated to file the Form 700 are also
required to comply with certain ethics training requirements.3
☒ A. Contractor/Service Provider IS a corporation or limited liability company and is therefore EXCLUDED4
from disclosure.
☐ B. Contractor/Service Provider is NOT a corporation or limited liability company and disclosure designation
is as follows:
APPLICABLE DESIGNATIONS FOR INDIVIDUAL(S) ASSIGNED TO PROVIDE SERVICES
(Category descriptions available at www.chulavistaca.gov/departments/city-clerk/conflict-of-interest-code.)
Name Email Address Applicable Designation
☐ A. Full Disclosure
☐ B. Limited Disclosure (select one or more of
the categories under which the Contractor shall
file):
☐ 1. ☐ 2. ☐ 3. ☐ 4. ☐ 5. ☐ 6. ☐ 7.
Justification:
☒ C. Excluded from Disclosure
1. Required Filers
Each individual who will be performing services for the City pursuant to the Agreement and who meets the definition
of “Contractor/Service Provider,” pursuant to FPPC Regulation 18700.3, must file a Form 700.
2. Required Filing Deadlines
Each initial Form 700 required under this Agreement shall be filed with the Office of the City Clerk via the City's online
filing system, NetFile, within 30 days of the approval of the Agreement. Additional Form 700 filings will be required
annually on April 1 during the term of the Agreement, and within 30 days of the termination of the Agreement.
3. Filing Designation
The City Department Director will designate each individual who will be providing services to the City pursuant to the
Agreement as full disclosure, limited disclosure, or excluded from disclosure, based on an analysis of the services the
Contractor/Service Provider will provide. Notwithstanding this designation or anything in the Agreement, the
Contractor/Service Provider is ultimately responsible for complying with FPPC regulations and filing requirements. If
you have any questions regarding filing requirements, please do not hesitate to contact the City Clerk at (619)691-5041,
or the FPPC at 1-866-ASK-FPPC, or (866) 275-3772 *2.
Pursuant to the duly adopted City of Chula Vista Conflict of Interest Code, this document shall serve as the written
determination of the Contractor’s requirement to comply with the disclosure requirements set forth in the Code.
1 Cal. Gov. Code §§81000 et seq.; FPPC Regs. 18700.3 and 18704.
2 Chula Vista Municipal Code §§2.02.010-2.02.040.
3 Cal. Gov. Code §§53234, et seq.
4 CA FPPC Adv. A-15-147 (Chadwick) (2015); Davis v. Fresno Unified School District (2015) 237 Cal.App.4th 261; FPPC Reg.
18700.3 (Consultant defined as an “individual” who participates in making a governmental decision; “individual” does not include
corporation or limited liability company).
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Completed by: Jonathan Alegre
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v . 0 01 P a g e | 1
May 11, 2021 File ID: 21-0119
TITLE
PRESENTATION OF THE CITY MANAGER’S PROPOSED BUDGET FOR FISCAL YEAR 2021-22
RESOLUTION OF THE CITY COUNCIL/SUCCESSOR AGENCY TO THE REDEVELOPMENT AGENCY/HOUSING
AUTHORITY OF THE CITY OF CHULA VISTA ACCEPTING THE CITY MANAGER’S PROPOSED OPERATING AND
CAPITAL IMPROVEMENT BUDGETS FOR FISCAL YEAR 2021/2022 FOR EACH AGENCY AS THEIR PROPOSED
BUDGETS, RESPECTIVELY, AND SETTING THE TIME AND PLACE FOR A PUBLIC HEARING FOR FINAL
CONSIDERATION AND ADOPTION OF SAME
RECOMMENDED ACTION
Council/Agency/Authority conduct the public hearing, hear the presentation, and adopt the resolution.
SUMMARY
In accordance with the City Charter, the City Manager has submitted the proposed budget for the upcoming
fiscal year to the City Council at least 35 days prior to the beginning of fiscal year 2021-22. Staff recommends
that the Council/Successor Agency/Housing Authority hear the presentation, provide comments, and
proposed changes (if any). If Council is prepared to approve the budget, with or without modifications, as
the City Council Proposed Budget, the City Council/Successor Agency/Housing Authority may adopt the
resolution and set the time and place for a public hearing for final consideration and adoption of the budget.
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed activity for compliance with the
California Environmental Quality Act (CEQA) and has determined that the activity is not a “Project” as defined
under Section 15378 of the State CEQA Guidelines because the proposed activity consists of a governmental
fiscal/administrative activity which does not result in a physical change in the environment; therefore,
pursuant to Section 15060(c)(3) of the State CEQA Guidelines, the activity is not subject to CEQA. Thus, no
environmental review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Not applicable.
DISCUSSION
In accordance with the City Charter, the City Manager has submitted the proposed budget for the upcoming
fiscal year to the City Council at least 35 days prior to the beginning of fiscal year 2021-22. The City Manager
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has prepared and provided the proposed operating and capital improvement budgets to the City Council, and
has also prepared the proposed budgets for the Successor Agency to the Redevelopment Agency and the
Housing Authority, and presented them to their respective governing bodies, for fiscal year 202 1-2022. The
City Manager’s Proposed Budget for Fiscal Year 2021-212 has been made available on the City’s website and
a hard copy of the document is available for public review at the City Clerk’s Office. Staff is now seeking City
Council input on the City Manager’s Proposed Budget for fiscal year 2021-22. Once Council has approved the
City Manager’s Proposed Budget for fiscal year 2021-22 as their own, with or without changes, staff will make
the City Council’s Proposed Budget for fiscal year 2021-22 available for public review by publishing the
budget on the City’s website and making a copy available at the City Clerk’s Office at least ten days prior to
the public hearing. If Council chooses to adopt the resolution, the public hearing for the final consideration
and adoption of the budget will be held on May 25, 2021.
DECISION-MAKER CONFLICT
Staff has reviewed the decision contemplated by this action and has determined that it is not site-specific and
consequently, the real property holdings of the City Council members do not create a disqualifying real
property-related financial conflict of interest under the Political Reform Act (Cal. Gov't Code § 87100, et seq.).
Staff is not independently aware, and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
There is no fiscal impact as a result of this action in the current fiscal year.
ONGOING FISCAL IMPACT
There is no fiscal impact as a result of the City Council accepting the City Manager’s Proposed Fiscal Year
2021-22 budget as their own. With approval of the resolution, Council will set the time and date for the final
consideration and adoption of the fiscal year 2021-22 budget.
ATTACHMENTS
1. Fiscal Year 2021-22 Proposed Budget
Staff Contact: David Bilby, Finance Department
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL/SUCCESSOR
AGENCY TO THE REDEVELOPMENT AGENCY/ HOUSING
AUTHORITY OF THE CITY OF CHULA VISTA ACCEPTING
THE CITY MANAGER’S PROPOSED OPERATING AND
CAPITAL IMPROVEMENT BUDGETS FOR FISCAL YEAR
2021-22 FOR EACH AGENCY AS THEIR PROPOSED
BUDGETS, RESPECTIVELY, AND SETTING THE TIME AND
PLACE FOR A PUBLIC HEARING FOR FINAL
CONSIDERATION AND ADOPTION OF SAME
WHEREAS, the City Charter requires that the City Manager submit the proposed budget
for the upcoming fiscal year to the City Council at least 35 days prior to the beginning of such
fiscal year; and
WHEREAS, the City Manager has prepared and provided the proposed operating and
capital improvement budgets to the City Council, and has also prepared the proposed budgets for
the Successor Agency to the Redevelopment Agency and the Housing Authority, and presented
them to their respective governing bodies, for fiscal year 2021-2022; and
WHEREAS, the City Council, Successor Agency to the Redevelopment Agenc y, and
Housing Authority have received the City Manager’s budget report and the respective proposed
budgets for each agency for review and approval as their proposed budgets; and
WHEREAS, a public hearing shall be held prior to adoption of the proposed budgets and
the proposed budgets, and notice of the proposed hearing, shall be published at least ten days prior
to the public hearing.
NOW, THEREFORE, BE IT RESOLVED by the City Council/Successor Agency to the
Redevelopment Agency/Housing Authority of the City of Chula Vista that the City Manager’s
budget report for fiscal year 2021-22 is approved, and the City Manager’s proposed operating and
capital improvement budgets for fiscal year 2021-22 for each agency are approved as their
respective proposed budgets.
BE IT FURTHER RESOLVED that a public hearing shall be held on the proposed budgets
on May 25, 2021, and that the City Clerk is directed to publish the proposed budgets, in the form
presented, for public inspection, and provide notice of the public hearing, at least ten days prior to
the hearing date.
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Presented by Approved as to form by
David Bilby Glen R. Googins
Director of Finance/Treasurer City Attorney
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PROPOSED
BUDGET
2021-22
FISCAL YEAR
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PROPOSED BUDGET
FISCAL YEAR 2022
MARY CASILLAS SALAS
MAYOR
JILL GALVEZ STEPHEN PADILLA ANDREA CARDENAS
COUNCILMEMBER
DISTRICT 4
COUNCILMEMBER
DISTRICT 2
JOHN McCANN
COUNCILMEMBER
DISTRICT 1
COUNCILMEMBER
DISTRICT 3
MARIA KACHADOORIAN
City Manager
KERRY BIGELOW
City Clerk
GLEN R. GOOGINS
City Attorney
i
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ii
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FY2022 City of Chula Vista Proposed Budget
ADMINISTRATION
Maria Kachadoorian City Manager
Kelley Bacon Deputy City Manager
Kelly Broughton Deputy City Manager
Eric Crockett Deputy City Manager
DIRECTORS
Tracy Lamb Director of Community Services
Tiffany Allen Director of Development Services
William Valle Director of Engineering and Capital Projects
David Bilby Director of Finance
Harry Muns Fire Chief
Courtney Chase Director of Human Resources/Risk Management
Edward Chew Director of Information Technology Services
Roxana Kennedy Chief of Police
Matthew Little Director of Public Works
iii
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FY2022 City of Chula Vista Proposed Budget
Organizational Chart
CITIZENS OF CHULA VISTA
Mayor
City Council
Citizen Advisory
Commissions
Citizen Advisory
Boards
City Manager
City Attorney
City Clerk
Deputy City Manager Deputy City Manager
Police
Human
Resources Animal Care
Facility
Public Works
Fire
Info & Tech
Services
Community
Services
Engineering &
Capital Projects
Library
Development
Services
Successor
Agency to RDA
Finance
Economic
Development
Communications
Housing
Authority
Recreation
Deputy City Manager
v
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FY2022 City of Chula Vista Proposed Budget
Table of Contents
BUDGET MESSAGE
Letter from the City Manager……………………………………………………………………….... 5
Budget Process…………………………..…………………………………………………………………… 9
Economic Overview………………………………………………………………………………………. 15
All Funds Summary………………………………………………………………………………………… 23
Summary of Staffing Changes………………………………………………………………………… 29
GENERAL FUND
General Fund Expenditure Summary………………………………………………..…………… 39
General Fund Revenue Summary…………………………………………………………………… 49
General Fund Net Cost…………………………………………………………………………………… 61
Department Summary Reports………………………………………………………………………. 65
DEVELOPMENT SERVICES FUND 87
SUCCESSOR AGENCY AND HOUSING FUNDS
Successor Agency Funds……………………………………………………………………………….. 95
Housing Authority Funds……………………………………………………………………………… 101
SEWER FUNDS 109
FLEET FUND 119
CAPITAL PROJECT FUNDS 125
DEBT SERVICE FUNDS 137
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FY2022 City of Chula Vista Proposed Budget
OTHER FUNDS 147
CAPITAL IMPROVEMENT PROGRAM (CIP)
Capital Improvement Program Summary…………………………………………………….. 177
CIP Revenue Summary…………………………………………………………………………………. 183
CIP Expenditure Summary……………………………………………………………………………. 191
CIP Budget Summary…………………………………………………………………….…………….. 205
Five-Year CIP Project Summary Schedule…………………………………………………….. 211
MEASURE A FUND SUMMARY 215
MEASURE P FUND SUMMARY 221
SUMMARY TABLES
Fund Appropriations by Department and Expenditure Category…………………. 229
Schedule of Revenues…………………………………………………………………………………. 235
Schedule of Interfund Transfers…………………………………………………………………… 259
Authorized Positions by Department…………………………………………………………… 269
APPENDIX
Fiscal Policies……………………………………………………………………………………………... 285
Investment Policies……………………………………………………………………………………… 295
General Fund Reserve Policy……………………………………………………………………….. 307
Pension Reserve Policy………………………………………………………………………………… 313
Debt Administration……………………………………………………………………………………. 317
Accounting Systems and Budgetary Control………………………………………………… 325
List of Acronyms………………………………………………………………………………………….. 329
Glossary………………………………………………………………………………………………………. 337
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FY2022 City of Chula Vista Proposed Budget
Document Guide
The budget document is organized in a manner to facilitate a general understanding of the City’s fiscal status, to
present management’s assessment of major issues and, finally, to present the plan for allocating resources to address
those issues during the coming fiscal year. The budget document is organized as follows: Budget Message, General
Fund Summary, Other Funds, Capital Improvement Program, Measure A Summary, Measure P Summary, Summary
Tables and Appendix.
GENERAL FUND
The General Fund budget funds the day‐to‐day operations of most city services. This section of the document
provides an overview of General Fund revenues and expenditures, staffing changes, and budgetary trends.
OTHER FUNDS
In order to facilitate understanding of the different City funding sources, this portion of the document has been
organized into the following major categories: Development Services Fund, Successor Agency to the Redevelopment
Agency and Housing Funds, Sewer Funds, Fleet Fund, Capital Project Funds, Debt Service Funds, and Other Funds.
Detailed descriptions, funding and staffing levels are provided for each fund. Due to various legal restrictions, these
funds are limited in their uses and generally cannot be applied to fund day‐to‐day City operations such as Police and
Fire public safety services.
CAPITAL IMPROVEMENT PROGRAM
This section provides an overview of the City’s Capital Improvement Program for the coming fiscal year. The Capital
Improvement Program accounts for the acquisition, rehabilitation, or construction of major capital facilities,
infrastructure, or equipment. More detailed information about each capital project, project status, expenditures to
date, current year appropriations, and future funding, can be found in the Capital Improvement Program budget
document.
MEASURE A SUMMARY
The voter approved one‐half cent Public Safety Sales Tax related income and expenses are budgeted in a separate
fund. The Measure A Fund Summary provides the allocation summary for the coming fiscal year.
MEASURE P SUMMARY
The City established a separate fund to track and account for income and expenses related to the voter approved
one‐half cent Sales Tax. The Measure P Fund Summary provides a summary of the allocation for the coming fiscal
year.
SUMMARY TABLES AND APPENDIX
The Summary Tables provide a quick way to view budget allocations by department (or fund) and expenditure
category, revenues by fund and type, and Council authorized positions by department. The Appendix contains
supplementary information on a variety of topics, including an overview of the budget development process along
with relevant timelines and milestones, fiscal and investment policies, debt administration, and a glossary of finance
and budget terms.
ix
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x
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The Government Finance Officers Association (GFOA) of the United States and Canada presented a
Distinguished Budget Presentation Award to the City of Chula Vista, California, for its annual budget for the
fiscal period beginning July 1, 2020.
In order to receive this award, a government unit must publish a budget document that meets program criteria
as a policy document, as an operations guide, as a financial plan, and as a communications device.
This award is valid for a period of one year only. We believe our current budget continues to conform to
program requirements and we are submitting it to GFOA for award consideration.
xi
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FY2022 City of Chula Vista Proposed Budget
BUDGET MESSAGE
Letter from the City Manager
Budget Process
Economic Overview
All Funds Summary
Summary of Staffing Changes
1
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2
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FY2022 City of Chula Vista Proposed Budget
LETTER FROM THE CITY MANAGER
3
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4
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FY2022 City of Chula Vista Proposed Budget
OFFICE OF THE CITY MANAGER
April 23, 2021
HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
I am pleased to submit for your consideration the proposed operating budget and capital improvement budget for fiscal
year 2021‐22. City Staff developed a budget that is both responsive to community needs and continues to fund the core
services most important to our residents. Due to the years of prudent financial oversight and sound fiscal policies, the
City of Chula Vista was well‐positioned to manage through the unprecedented challenge of the COVID‐19 public health
and economic crises. Although we are not through these crises yet, we are starting to see the light at the end of the
tunnel. The proposed budget for the coming year anticipates continued economic growth, infrastructure
improvements, and continued commercial and residential development.
The City continues to plan for increased infrastructure projects and increased public safety staffing, largely due to the
passage of sales tax Measure P in 2016 and Measure A in 2018. Adding to the positive long‐term financial outlook is the
recent issuance of $350 million in pension obligation bonds at historically low interest rates, resulting in approximately
$11 million in savings to the fiscal year 2021‐22 all funds budget alone. The majority of the pension cost savings are
being set aside in a Section 115 pension and bond call trust fund which will help mitigate future increases from pension
and other post‐employment benefits costs, or provide the City the opportunity to pay off the bonds earlier. Notably,
the POBs were issued with a Standard and Poor’s Global Ratings extremely strong ‘AA’ credit rating.
The strategic allocation of federal aid received in fiscal year 2020‐21 and the focus on providing critical services such as
testing sites, food distribution, and mobile vaccination units have served our community well. The proposed budget
continues to fund core services and accounts for the reopening of City facilities such as our front counters, recreation
centers, libraries, and senior center in compliance with safety protocols. Staff will continue to monitor the impacts of
the COVID‐19 public health crisis and its impact on the City’s economic condition in the coming year.
The City has been notified that it may be receiving approximately $61 million in federal aid via the American Rescue
Plan Act. Half the funds will be received in fiscal year 2020‐21 and the second half in fiscal year 2021‐22. These funds
are not included in the City Manager proposed budget as the official notice from the United States Treasury has not yet
been received. Initial guidelines state that agencies may use these funds to: recover lost revenues; support economic
development recovery; fund water, sewer and broadband infrastructure; and provide COVID‐19 support to the
community. Staff will bring forward a spending plan for public and City Council consideration once the final information
and spending guidelines are received.
Budget Goals
The City continually strives to find new ways to maximize limited resources to deliver high quality services to our
community. In preparing the General Fund budget for fiscal year 2021‐22, Staff focused on the following budget
development goals:
At a minimum, maintain service levels and operating hours at pre‐COVID‐19 levels.
Fund the highest level of municipal services possible based on available resources.
Incorporate conservative revenue projections in the development of the proposed budget.
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Avoid the use of reserves to balance the budget or fund ongoing commitments.
Reinstate key frozen positions which occurred in prior year budget developments.
Make significant progress on key programs and projects in support of the City’s Strategic Plan.
Budget Overview
The combined budget for all City funds totals $472.9 million. This amount includes a General Fund operating budget of
$218.1 million and a Capital Improvement Program (CIP) budget of $49.2 million. The General Fund presented in this
document is balanced without the use of operating reserves.
The following highlights some of the priorities for fiscal year 2021‐22 City services and programs:
o Reconstruction of Loma Verde Recreation Center
o Repairs to Civic Center and South Chula Vista Libraries and other public facilities
o Improvements to the Oleander Community Center (formerly Boys and Girls Club)
o Traffic signal system improvements and other much needed infrastructure improvement projects
o Improvements to existing park infrastructure, including lighting, walkways, fields and restrooms
o Repair and rehabilitation of Fire Station No. 1
o Increased tree trimming services
o Increased library book budget
o Increased building maintenance budget
o Increased park maintenance and utilities budget to support the addition of new parks
o Replacement of aging vehicles
ACKNOWLEDGEMENT
City staff is the key component in delivering high quality municipal services to our residents. I am proud of all our City
employees who are essential to the wellbeing of our community. They work tirelessly to deliver the best services to our
community and, as demonstrated during the COVID‐19 crisis, were able to quickly mobilize and transition to providing
essential services needed during these challenging times.
I would like to thank the City Council and Executive Team for their leadership and support. Finally, I would like to
recognize the Finance Department for their exceptional work in once again preparing a balanced budget using sound
financial management practices. I would especially like to express my appreciation to the Finance Department for their
efforts on developing the budget and doing it remotely, which was quite a challenge. The Finance Department will
continue to provide the City Council with financial updates in order to continue to maintain a balance budget through
fiscal year 2021‐22.
Respectfully,
Maria V. Kachadoorian
City Manager
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BUDGET PROCESS
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Budget Process
The City of Chula Vista’s budget is created in conjunction with City Council, City staff, and City residents. The budget
process begins each year with development of the preliminary base budget in February/March and is completed with
the City Council adoption of the budget in May/June.
The fiscal year 2022 budget cycle began with the development of a preliminary base budget by the Finance
Department’s Budget and Analysis staff in January 2021. The base budget accounts for the normal operating costs of
the City. Through April 2021, Finance staff worked with departments to refine the base budgets and incorporate
departmental changes to align the budgets with anticipated department operations for the coming year.
The budget development process provided City departments the opportunity to recommend budget adjustments based
on department operational requests and/or one‐time funding requests. Requests are reviewed by City Administration
and are included in the City Manager’s Proposed Budget.
While Finance staff was developing the operating budget, Engineering & Capital Projects staff worked to develop and
finalize the Capital Improvement Program (CIP) budget.
Finance staff will present the City Council with a balanced General Fund budget on May 11, 2021. At this meeting, the
Council can accept the fiscal year 2022 City Manager’s proposed operating budget as their own and set the public
hearing date of May 25, 2021, prior to Council acting on the adoption of the budget.
Copies of the Proposed Budget are available for public review in the Office of the City Clerk and the City’s website at
least ten (10) days prior to the public hearing.
As set forth in the City Charter, at any meeting after the adoption of the budget, the City Council may amend or
supplement the budget by motion adopted by affirmative votes of at least four (4) members. Throughout the year, the
Finance Department provides the City Council with quarterly financial status reports comparing expenditure and
revenue projections to budgeted amounts, highlighting any variances and recommending corrective actions as
necessary.
Budget Strategy
The City’s budgeting process is built around the objectives outlined in the City’s Strategic Plan. The Plan’s framework
assists Staff in weighing our community’s priorities against the limited resources available to achieve strategic goals.
CITY STRATEGIC PLAN
The City’s Strategic Plan is an important management tool to guide operations, assessing the current environment and
envisioning the future, to increase effectiveness, organizational commitment and consensus of City strategies and
objectives. The Strategic Plan provides a comprehensive framework that ensures priorities set by the Council are clear
to all employees and that the City government is accountable to meeting community needs by setting objectives to
meet identified goals. The City has set five core goals critical to achieving our shared vision of ensuring a vibrant and
sustainable quality of life for Chula Vista residents and businesses:
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Operational Excellence
Economic Vitality
Healthy Community
Strong and Secure Neighborhoods
Connected Community
The City’s full Strategic Plan can be accessed at the following link: https://www.chulavistaca.gov/departments/city‐
manager/strategic‐plan
STRATEGIC PLAN PROCESS
A Steering Committee was formed to draft the City’s initial Strategic Plan in 2013. Each department and various
commissions provided input on long‐term strategies and annual initiatives. The goals encompassed visions the City
Council and public have already expressed. Feedback on changes to the Plan is solicited annually when reporting out
on past performance.
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BUDGET DEVELOPMENT MILESTONES
April 23, 2021
Budget Document submitted to City Council
The City Manager’s Proposed Budget Document was submitted to City Council as required by the City Charter,
which was at least thirty‐five (35) days prior to the beginning of the fiscal year. Copies of the Proposed Budget were
made available for public review on the City’s website.
April 28, 2021
Virtual public workshops to provide an overview of the City Manager’s Proposed Budget.
May 11, 2021
Presentation to City Council of the Fiscal Year 2022 City Manager’s Proposed Budget and Council consideration and
acceptance of the Budget as the City Council’s Proposed Budget.
Concurrently, a public hearing on the Budget is scheduled for the May 25, 2021 Council meeting. Leading up to this
hearing, the City Council’s Proposed Budget was made available for public review for at least ten (10) days.
May 25, 2021
A public hearing will be held before the City Council considered adoption of the budget. To comply with the City
Charter, a notice of the public hearing will be published in the local newspaper at least ten (10) days prior to the
meeting. After the public hearing, the City Council will vote on whether to adopt the budget for Fiscal Year 2022.
Consistency with Financial Policies & Procedures
It is the expectation and general understanding of the City Council and the citizens of Chula Vista that City Staff conduct
financial affairs in a thoughtful and prudent manner. Several financial policies have been established to provide the
direction and limits within which the City is to fulfill its fiscal responsibilities. The FY 2021‐22 Proposed Budget conforms
with the requirements of the City’s Finance Department Policies and Procedures. An overview of compliance with major
policy sections are described below. See the Appendix for additional details on the City’s Fiscal and Investment Policies.
GENERAL FINANCIAL POLICIES (City Council Policy 100‐01)
Budget Development
The FY 2021‐22 budget development process will include opportunities for public input, occurring in open and publicly
accessible forums: budget workshops and public hearings held before City Council which accept public comment.
The City has also utilized a five‐year financial plan and a long‐term financial forecast model to promote orderly spending
patterns, engage in long‐range planning, and reduce the time and resources spent preparing annual budgets.
Balanced Budget
By policy, City Council must adopt a balanced budget with projected operating revenues fully covering projected
operating expenditures. The FY 2021‐22 Proposed Budget is a balanced budget. Operating revenues are budgeted to
support the operating expenditures, including debt service, for the FY 2021‐22 fiscal year.
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Fund Balance and Reserves
During the close of each fiscal year, actual fund revenues are compared against actual fund expenditures. When
revenues exceed expenditures in a fiscal year, a positive fund balance will result (surplus) and add to the historical,
accumulated fund balance. When expenditures exceed revenues in a fiscal year, a negative fund balance would result
(deficit) and reduce the fund balance. An accumulated positive fund balance may also be restricted/earmarked for
usage or unrestricted as to its use. For instance, Council has set forth policies to maintain minimum fund balances as
reserves, with funds set aside for particular circumstances or purposes, such as catastrophic events, economic
downturns.
The FY 2021‐22 Proposed Budget maintains the minimum unreserved, undesignated fund balance in the General Fund
as established by City Council Policy 220‐03 (General Fund Reserves – Fiscal Health Plan) of no less than 15% of the
annual operating budget, which is $25.8 million for FY 2021‐22. The FY 2021‐22 Proposed Budget also maintains the
minimum unreserved, undesignated fund balance in the sewer enterprise fund as established by City Council Policy
220‐04 (Sewer Service Revenue Fund Reserve). See historical reserve levels in the All Funds Summary section.
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ECONOMIC OVERVIEW
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Economic Overview
This section of the budget document identifies and outlines economic indicators that impact revenue
forecasts at the local level. Several sources are used to forecast City revenues based on national, state, and
local area economic trends, including: the University of California at Los Angeles (UCLA) Anderson Forecasts,
Federal Reserve and Federal Open Market Committee publications, United States Census Bureau Economic
Indicators, State of California’s Employment Development Department publications, San Diego County
Regional Economic Indicator Report, Bureau of Labor Statistics San Diego Economic Summary, California
Department of Finance, and Zillow Real Estate Group data.
NATIONAL
In the UCLA Anderson Forecast for March 2021, Anderson economists predict 2021 will bring strong
economic growth following the worst economic decline in 60 years. Over a year has passed since the onset of
the COVID‐19 global pandemic and an abrupt global economic decline related to public health restrictions
and uncertainties. While gross domestic product (GDP), a metric for estimating the size of a country’s
economy, declined by 3.5 percent from 2019 levels in 2020, government action—business loans,
unemployment insurance and direct aid—has helped the country rebound as it works to reduce the spread of
COVID‐19. The forecast includes 6.3 percent growth in 2021 with Real GDP growing slightly faster than pre‐
COVID‐19 pandemic trends through the end of 20231. Unemployment is forecasted to decline from 6.7
percent in the last quarter of 2020 to 4.1 percent in the last quarter of 2021. As Anderson economists note,
the main drivers of growth will be pent‐up savings, resumption of services and a resilient housing market.
While the outlook for the economy is positive, uncertainty remains around the ongoing COVID‐19 pandemic
with new variants emerging as well as further federal stimulus funding.
1 UCLA Anderson Forecast, March 2021 “Robust Economic Growth and Recovery After A Dreadful Year”
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The Federal Open Market Committee (FOMC), part of the Federal Reserve, is committed to Congress’s
mandate to promote maximum employment, stable prices and moderate long‐term interest rates. During
their March 2021 meeting, the Federal Reserve decided to maintain the target range for the federal funds
rate at 0.00 percent to 0.25 percent2. While the COVID‐19 pandemic has greatly challenged the United States
economy over the past year, indications of economic recovery and employment gains have emerged and will
only be bolstered by new fiscal policy measures to directly aid U.S households and businesses. The FOMC will
be patient in any adjustments to the target rate range until labor market conditions improve and inflation has
consistently risen to 2 percent for the long‐term. The federal funds rate is important, setting the interest rate
at which banks lend money to other banks to maintain overnight reserves. The federal funds rate also
influences interest rates on other borrowing, such as credit cards, mortgages and bank loans. This decision
signals an unlikelihood of increasing interest rates in the near term.
In a March 2021 press conference, Chairman Powell emphasized the outlook for the economy is still highly
dependent upon the course of the COVID‐19 pandemic, vaccines rollout, federal stimulus payments and
expanded unemployment benefits3. Chairman Powell reiterated the FMOC’s assessments that while the
challenges are ongoing, there is an improved outlook for later this year in meeting their employment and
inflation goals.
Aside from the Federal Reserve’s focus on labor and inflation, housing data remains a leading indicator of
economic activity. According to the U.S. Census Economic Indicators from February 2021, the sales of new
single‐family houses were at a seasonally adjusted annual rate of 775,000, which was 13.9 percent above the
revised January 2021 rate and 8.2 percent above the February 2020 estimate4. The median sales price of new
homes sold in February 2021 was $349,000 while the average price was $416,000.
CALIFORNIA
In addition to providing a March 2021 national forecast, UCLA Anderson also prepares a
California specific economic forecast. California’s recovery is expected to be faster than the rest
of the U.S., albeit delayed due to relatively more state‐imposed COVID‐19 restrictions on
business operations, travel, and vaccine rollout as compared to other states. Economists note
leisure and hospitality sectors will be the most challenging to recover. Residential construction
is expected to recover quickly due to California’s housing shortage and strong demand. UCLA
Anderson economists also predict California’s average unemployment rate for years 2021, 20212 and 2023
will be 6.8 percent, 5.1 percent and 4.1 percent, respectively5. Total employment growth for 2021, 2022 and
2023 is forecasted at 5.6 percent, 3.1 percent, and 2.2 percent.
The State of California's Employment Development Department (EDD) also regularly releases a "Labor Market
Analysis" publication. In the March 2021 edition, the EDD reported net job losses for all of California's 11
major industries from January 2020 to January 20216. The sector with the largest jobs decrease was leisure
2 Federal Open Market Committee Meeting, March 2021 “Federal Reserve Press Release”
3 Federal Open Market Committee Meeting, March 2021 “Transcript of Chair Powell’s Press Conference”
4 U.S. Census Bureau, February 2021 “Monthly New Residential Sales”
5 UCLA Anderson Forecast, March 2021 “UCLA Anderson Forecast Predicts Near‐Record Growth as Economy
Recovers”
6 State of California’s Employment Development Department, March 2021 "California Employment Highlights"
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and hospitality, in line with restrictions on travel related to the COVID‐19 pandemic. Government and
education and health services sectors also saw significant job losses.
COUNTY
The Bureau of Labor Statistics creates an economic summary for each state, counties and
their respective major cities. According to the Bureau of Labor Statistics County of San Diego
Economic Summary, unemployment rates for the San Diego area and county are down from
14.7 percent in May 2020—around the time of the COVID‐19 pandemic onset—to 8.1
percent in January 20217. San Diego’s unemployment rate is still below California’s
unemployment rate of 9.2 percent. The consumer price index for urban customers (CPI‐U)
shows the change in the price of a standard list of goods and services. Based on the January 2021 CPI‐U, San
Diego experienced a 1.7 percent increase in prices paid for the standard set of goods and services which is 0.3
percent more of an increase than the average United States city7.
The County of San Diego Office of Financial Planning also provides a summary of the economic indicators for
San Diego every month. The County both contributes their own analysis and sources information from the
Bureau of Labor Statistics, San Diego Association of REALTORS, InnoVest Resource Management, and the
American Association and U.S Energy Information Administration. In their November 2020 report, the County
reported single‐family housing was on the market for an average of 19 days, the median price was unchanged
at $751,700, and a decrease of 16.0 percent in homes sold compared to November 20198. In November 2020,
there were 16 foreclosures in San Diego County, 54 percent lower than one year prior. Foreclosures have
been impacted by mortgage payment relief packages as part of California Governor Newsom’s COVID‐19
response. Average gasoline prices in San Diego in November 2020 dropped to $3.18 per gallon, 23.9 percent
lower than the $4.02 per gallon price in November 2019, due to declining demand from telecommuting and
business closures.
.
7 Bureau of Labor Statistics, March 2021 “San Diego Area Economic Summary”
8 County of San Diego‐ Office of Financial Planning, November 2020 “Economic Indicators”
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CITY
The fiscal year 2022 Proposed General Fund revenues budget is $216.1 million. This reflects
an increase of $9.5 million or 4.6 percent when compared to the fiscal year 2021 Adopted
General Fund revenues budget. General Fund revenues provide funding for essential City
services including police, fire, library services, and park and recreation programs. Property
taxes are the largest revenue source for the City and accounts for 18.2 percent of the General Fund Revenue
Budget. This revenue category’s budget increased by $1.9 million or 5.0 percent over the prior year adopted
budget. The City’s other major revenue sources are: Sales Tax, Measure P Sales Tax, Franchise Fees, Transient
Occupancy Tax (TOT), Utility User Tax, and Property Tax collected in lieu of Motor Vehicle License Fees. The
other major revenues sources (excluding Measure A and Measure P Sales Tax revenue) account for 39.8
percent of the General Fund Revenue Budget and total $86.2 million dollars of the budget. The fiscal year
2022 Proposed Budget reflects positive growth in its revenue source, albeit a slower rate than previous years.
The City has identified several one‐time resources to remain balanced with the adopted expenditure budget.
Staff will develop and evaluate potential options to address the structural imbalance in the upcoming year.
City Sales Tax Measures
Measure A, the half‐cent sales tax to fund public safety staffing and services. This tax took effect on October
1, 2018 and brought Chula Vista’s tax rate to 8.75 percent. The fiscal year 2022 Proposed Budget includes an
estimated $23 million in sales tax revenues.
Measure P, a temporary ten‐year, half‐cent sales tax to fund high priority infrastructure needs. The collection
of this sales tax began on April 1, 2017. The fiscal year 2022 Proposed Budget includes an estimated $23
million in Measure P sales tax revenues.
City Unemployment
The Bureau of Labor Statistics shows the City’s current unemployment rate for March 2021 is at 9.1 percent,
which is 6.6 percent lower than in June 2020, which was at 15.7 percent, largely due to an economy
recovering from COVID‐19 restrictions9. Chula Vista’s unemployment rate is slightly higher than the state’s
rate of 9.0 percent and significantly higher than the national unemployment rate of 6.2 percent.
City Housing Market
The City’s housing market increased as the City’s median home value gained approximately 13 percent from
March 2020 to March 2021. The real estate market remains strong with demand sharply outpacing homes
inventory. Signs of a recovering economy further invigorated by expansive federal stimulus funds may
strengthen the housing market. However, demand will be tempered by increasing mortgage rates and costs
of construction. Zillow economists predict 17.2 percent more home sales in 2021 as compared to 2020.
Median home prices are projected to increase on average by 9.9 percent by February 2022.
This table below provides a year over year summary of the median home value changes that have taken
place within the City of Chula Vista’s zip codes10.
9 U.S. Bureau of Labor Statistics, March 2021 “Labor Force Statistics – San Diego Area Economic Summary”
10 Zillow, Inc., March 2021 “Zillow Home Prices & Values”
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2020 2021
91910 North 566,353 630,027 11.2% 6.6%
91911 South 523,130 598,537 14.4% 7.1%
91913 Eastlake 603,309 684,134 13.4% 6.9%
91914 North-East 726,301 824,297 13.5% 6.4%
91915 South-East 582,876 658,642 13.0% 6.9%
Chula Vista Home Prices by Zip Code
March 2020 Compared to March 2021
Zip Code Locale
Zillow Index Price
1-Year
Change
1-Year
Forecast
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ALL FUNDS SUMMARY
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All Funds Summary
The following section provides an overview of all City funds combined budget. The City has over 150 funds which include
the General Fund, enterprise funds, housing funds, redevelopment successor agency funds, special revenue funds,
internal service funds, capital project funds, and debt service funds. Detailed descriptions, funding, and staffing levels
are provided for each fund under the corresponding fund section in this document. This section is intended to provide
a citywide overview of the proposed budget for fiscal year 2022.
ALL FUNDS REVENUE SUMMARY
The combined revenue budget for all City funds totals $462.9 million; of which $104.3 million represents interfund
transfers. The revenues for all funds are anticipated to increase by $57.2 million when compared to the fiscal year 2021
Adopted Budget revenue of $405.7 million. The following table reflects a summary of all City revenues by category.
Sources of Funds (All Funds Combined)
Fiscal Year 2019 – 2022 Revenues
In Thousands (000)
Property Taxes,
10%
MVLF, 5%
Other Local Taxes,
24%
Licenses and
Permits, 1%
Fines, Forfeitures, …
Use of Money &
Property, 1%
Revenue from
Other Agencies, 6%
Charges for
Services, 19%
Other Revenue,
10%
Transfers In, 23%
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ALL FUNDS EXPENDITURE SUMMARY
The combined expenditure budget for all City funds for fiscal year 2022 totals $472.9 million, of which $104.3 million
represents inter‐fund transfers. The combined budget amount includes a General Fund operating budget of $218.1
million and a Capital Improvement Program (CIP) budget of $49.2 million. When compared to the prior year budget,
the fiscal year 2022 Proposed Budget reflects an increase of $69.0 million. The following table reflects the expenditures
for all funds by expense category.
Uses of Funds (All Funds Combined)
Fiscal Years 2019 ‐ 2021 Expenditures
In Thousands (000)
Personnel
Services, 35%
Supplies and
Services, 15%
Other Expenses, 12%
Internal Services, 1%
Capital, 2%
Transfers Out,
22%
CIP Project
Expenditures,
10%
Non‐CIP Project
Expenditures, 0%Utilities, 2%
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GENERAL FUND RESERVES
The General Fund Operating Reserve is to be used to provide temporary financing for unanticipated extraordinary needs
of an emergency nature, such as a major storm drain repair, litigation or settlement costs or an unexpected liability
created by Federal or State legislative action. In November 2009, the City Council approved a resolution updating the
City’s General Fund Reserve Policy. With the issuance of pension obligations bonds (POBs) in November 2020, the Policy
was amended. The revised reserve policy (City of Chula Vista Council Policy 220‐03):
Provides guidelines for the use of reserves;
Sets a long‐term goal for a higher General Fund minimum Reserve level, from 8% to 15%;
Established two new reserve funds – the Economic Contingency Reserve and the Catastrophic Event Reserve; and
Established another new reserve fund based on POBs issuance, the Pension & OPEB Reserve Fund Policy.
The following chart depicts the General Fund operating reserves since fiscal year 2013 as a percentage of the respective
adopted budgets. As the reserve is intended to be a gauge of the General Fund, Measure P, and Measure A funding are
not included in the calculation of the General Fund reserve.
General Fund Operating Reserve
Fiscal Year 2013 to Fiscal Year 2021
Note: This chart reflects only the General Fund Operating Reserve. It does not include the Economic Contingency Reserve, which
has an estimated balance of approximately $8.4 million, or the Catastrophic Event Reserve, which has an estimated balance of
approximately $2.7 million. Combined with the operating reserve, these two reserve funds total approximately 18.3% of the fiscal
year 2022 Adopted General Fund budget.
PENSION OBLIGATION BONDS
City Staff, in conjunction with discussions with City Council, explored over several years the use of pension obligation
bonds (POBs) to manage retirement costs. A pension obligation bond is a taxable bond issued to investors, with
proceeds utilized to extinguish all or a part of the City’s pension liabilities. These liabilities are termed the “unfunded
accrued liability” (UAL) and are due to the California Public Employees’ Retirement System (CalPERS). The UAL is the
shortfall between what the City has in assets and what it will need in assets to fully pay out the benefits that it has
promised to retirees under CalPERS (approximately $356 million). CalPERS charges the City a 7% interest rate on the
City’s pension debt and enforces a mandatory repayment schedule.
Issuance of the POBs provides the City several benefits, including: (1) generating cash flow savings to the City through
historically low interest rates relative to the CalPERS discount rate assumption; (2) creating a repayment shape for the
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City’s pension liabilities that increases more gradually than currently mandated by CalPERS; (3) enhancing budget
predictability and long‐term fiscal sustainability by creating a smoother repayment shape at a lower level; (4) leveraging
the projected savings to adequately fund various reserves; and, (5) setting aside a portion of the future savings into a
new Section 115 Trust and Bond Call Fund to mitigate future pension and OPEB cost increases and potentially pay off
(redeem) the POBs prior to maturity.
On September 15, 2020, City Council approved the initial legal documents related to a POB and the City and its financing
team initiated a validation process in the San Diego County Superior Court. This process concluded on January 11, 2021,
with the City refinancing the City’s UAL with CalPERS at historically low interest rates. In February 2021, the City issued
approximately $350 million in Pension Obligation Bonds to refund all or a portion of the UAL based on the CalPERS
Actuarial Valuation as of June 30, 2019, that is for fiscal year 2022.
The projected benefit to the City from the 2021 Pension Obligation Bonds issuance is $116 million ($112 million on a
present value basis). These savings estimates assume that CalPERS earn 7% in the future. Savings will be higher if
CalPERS earns more than 7% and lower if it earns less than 7%. This savings will be utilized to fund the new reserve
funds mentioned, mitigating future fiscal impacts from anticipated CalPERS pension investment return shortfalls.
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SUMMARY OF STAFFING CHANGES
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Summary of Staffing Changes
The fiscal year 2022 Proposed Budget includes 1,186.25 positions for all funds. This is a net increase of 24.50 positions
when compared to the fiscal year 2021 Adopted Budget that included 1,161.75 authorized positions. The summary of
staffing changes is divided into two sections – the staffing changes that were approved by Council during fiscal year
2021 and changes made as part of the development of the fiscal year 2022 budget.
POSITION CHANGES AUTHORIZED DURING FISCAL YEAR 2021
During fiscal year 2021, Council approved the addition of 17.00 FTEs citywide, as well as several reclassifications to
reflect changes in duties. Changes in the General Fund (GF) resulted in a no net FTE increase or decrease. Changes to
other funds resulted in a net increase of 17.00 FTEs. These changes are summarized in the following table.
Summary of Fiscal Year 2021 Staffing Changes
Approved by City Council
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FISCAL YEAR 2022 CHANGES
The fiscal year 2022 budget reflects specific program expansions based on the resources available. In total, the
changes result in a net increase of 7.50 FTEs when compared to the fiscal year 2021 amended budget. Changes in the
General Fund (GF) results in a 3.50 FTE increase. Changes to other funds results in a net increase of 4.50 FTEs. The
following table summarizes the fiscal year 2022 staffing changes by department and/or fund:
Summary of Fiscal Year 2022 Staffing Changes
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Summary of Fiscal Year 2022 Staffing Changes ‐ Continued
SUMMARY OF FROZEN POSITIONS
As funding becomes available the status of these positions will be reevaluated; recommended funding changes will be
brought to Council for consideration mid‐year or through the budget development process. The fiscal year 2022
Proposed Budget reflects 16.00 FTE frozen positions summarized by department in the below table.
Summary of Fiscal Year 2022 Frozen Positions
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SUMMARY OF STAFFING CHANGES BY DEPARTMENT AND BARGAINING UNIT
The following tables summarize the staffing changes occurring between the fiscal year 2021 Adopted Budget and the
fiscal year 2022 Proposed Budget, by department and bargaining unit.
Summary of Staffing Changes by Department
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Summary of Staffing Changes by Bargaining Unit
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FY2022 City of Chula Vista Proposed Budget
GENERAL FUND
General Fund Expenditure Summary
General Fund Revenue Summary
General Fund Net Cost
Department Summary Reports
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GENERAL FUND EXPENDITURE
SUMMARY
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FY2022 City of Chula Vista Proposed Budget
General Fund Expenditure Summary
The fiscal year 2022 Proposed General Fund expenditures budget is $218.1 million, an increase of $11.4 million or 5.5
percent when compared to the fiscal year 2021 Adopted Budget expenditures budget. Fiscal year 2022 capital
improvement projects will be funded primarily by non‐General Fund allocations; see the Capital Improvement Program
section of this document.
The fiscal year 2022 Proposed General Fund Budget is balanced, with budgeted expenditures equal to or less than
budgeted revenues, plus other available sources. The fiscal year 2022 Proposed Budget continues positive growth in its
revenue sources. However, due to multiple factors within the current economy, conservative growth assumptions have
been incorporated into the budget projections. As such, the fiscal year 2022 Proposed Budget expenditures focus on
maintaining current levels of service with limited additions.
General Fund Expenditure Summary
In Thousands (000)
MAJOR EXPENDITURE CHANGES BY CATEGORY
The following summarizes the significant changes within the expenditure categories:
Personnel Services: Decrease of $13.2 million from the fiscal year 2021 Adopted Budget, largely due to the of the
unfunded PERS (retirement) liability related to the issuance of pension obligation bonds.
Transfers Out: Increase of $23.2 million over the fiscal year 2021 Adopted Budget, largely due to the following:
An additional $5.5 million in Measure P and Measure A transfers over the fiscal year 2021 Adopted Budget
amounts due to the increase in sales tax revenue projections.
New debt service payments for the issuance of pension obligation bonds in the amount of $11.7 million, with
$5.9 million in savings also contributed to the Section 115 Trust Fund; a total of $17.6 million in transfers out.
Other Expenses: Increase of $0.8 million when compared to the fiscal year 2021 Adopted Budget, largely due to
administrative expense to the department of California Department of Tax and Fee Administration (CDTFA) for the
collection and administration of sales related tax revenues.
Supplies and Services: Increase of approximately $0.6 million when compared to the fiscal year 2021 Adopted
Budget.
FY 2019 FY 2020 FY 2021 FY 2022
Category Actual Actual Adopted Proposed Change
Personnel Services 128,470$ 133,223$ 134,751$ 121,547$ (13,203)$
Supplies and Services 14,468 15,396 14,807 15,425 618
Other Expenses 999 1,670 781 1,584 803
Internal Service 2,997 2,912 3,153 3,187 34
Capital 1,367 744 237 168 (69)
Transfers Out 39,488 48,968 48,083 71,250 23,167
Non-CIP Project Expenditures 59 3 - - -
Utilities 5,337 5,356 4,879 4,903 25
Total Operating Budget 193,185$ 208,272$ 206,690$ 218,065$ 11,375$
CIP Project Expenditures 26 22 - - -
Total General Fund Budget 193,211$ 208,294$ 206,690$ 218,065$ 11,375$
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FY2022 City of Chula Vista Proposed Budget
General Fund Expenditures by Category
Fiscal Year 2022
Note: Personnel Services (Personnel Expense, Retirement Benefits, and Health Benefits) accounts for 55.7% of General Fund
expenditures in the fiscal year 2022 Proposed Budget.
General Fund Expenditures History by Category
Fiscal Years 2019 – 2022
The chart below illustrates the fiscal year 2022 Proposed General Fund Expenditure budget by department. Public
safety (Police and Fire departments), represent approximately 36.8 percent of the General Fund budget for fiscal year
2022.
Health Benefits,
6.1%
Personnel
Expense, 43.8%Supplies and
Services, 7.1%
Other Expenses,
0.7%
Internal Service,
1.5%
Capital, 0.1%
Transfers Out,
32.7%
Utilities, 2.2%Retirement
Benefits, 5.9%
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FY2022 City of Chula Vista Proposed Budget
General Fund Expenditure by Department
Fiscal Year 2022
Note: The chart above does not reflect net cost of each department, only their expenditure allocations.
The following chart reflects the “Other” department costs included in the previous chart that includes the $48.4
million of the General Fund department budgeted expenditures.
General Fund Expenditure by Department (Other Department Detail – totals $48.4 million)
Fiscal Year 2022
Note: The chart above does not reflect net cost of each department, only their expenditure allocations.
Fire, $29.2 , 14%
Public Works, $11.6 ,
5%
Police, $51.0 , 23%
Non‐Departmental,
$77.8 , 36%
Other Departments,
$48.4 , 22%
Boards and
Commissions, $0.0 ,
0%
City Clerk, $1.2 ,
3%City Council, $1.5 ,
3%
Human Resources, $2.8 , 6%
Development Services,
$2.9 , 6%
Economic
Development,
$2.1 , 4%
Engineering &
Capital Projects,
$9.2 , 19%
City Attorney,
$3.0 , 6%Administration,
$2.2 , 4%
Animal Care Facility,
$2.9 , 6%
Information
Technology, $3.6 ,
7%
Library, $3.5 , 7%
Finance, $3.7 , 8%
Parks and
Recreation,
$10.9 , 22%
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FY2022 City of Chula Vista Proposed Budget
STAFFING LEVELS
The fiscal year 2022 Proposed Budget includes a net increase of 3.50 General Fund positions over the fiscal year 2021
Adopted Budget. The staffing changes are divided by those approved by Council during fiscal year 2021 and changes
made as part of the development of the fiscal year 2022 budget.
Staffing Level Fiscal Years 2019 – 2022
The modest increases in staffing have slightly lagged the City’s population growth as projected by the California
Department of Finance. These growth patterns are reflected in the following graph which provides the number of
General Fund full‐time employees (FTEs) per thousand residents. The FTE per capita figure has remained relatively
unchanged since fiscal year 2016.
City of Chula Vista Staffing (FTEs)
Compared to FTEs per Thousand Residents
Note: Population for FY 2022 is estimated with the average 3.0% growth rate pending release of data.
SALARY ADJUSTMENTS
The fiscal year 2022 Proposed Budget for the Personnel Services expense category, which includes salaries and benefits,
is $121.6 million or 55.8 percent of the budget, a 10.9% decrease from the fiscal year 2021 Adopted Budget. The fiscal
year 2022 Proposed General Fund Budget does not include funding for the annualized costs of negotiated salary
increases approved per the current Memoranda of Understanding (MOU) with each of the City’s employee groups.
Fiscal year 2020 is the last year of current MOUs with all the City’s bargaining groups. New agreements are currently
being negotiated as of April 2021.
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FY2022 City of Chula Vista Proposed Budget
RISING RETIREMENT COSTS
The increase in retirement/pension costs driven by rising California Public Employees’ Retirement System (CalPERS)
contributions is a significant budgetary challenge facing the City. Pension cost increases are the largest financial
challenge facing most cities throughout the state and are primarily due to factors outside of the cities’ control, namely
actuarial assumptions changes made by CalPERS and below average investment returns. The payments estimated to be
made to the retirement system equal approximately $12.8 million or 5.9 percent of the City’s fiscal year 2022 Proposed
Budget. This represents a one‐time, large decrease of $19.3 million from the fiscal year 2021 Adopted Budget due to
the issuance of pension obligations bonds to fund retirement liabilities discussed in the All Funds Summary section of
this document. However, the decrease in these retirement costs is associated with an increase in City debt service
payments by $18.4 million during fiscal year 2022 from the issuance of the pension obligation bonds.
To follow is a series of charts related to pension costs. The first chart depicts the actual market rates of return for the
CalPERS investment portfolio relative to the assumed 7.00% rate of return for fiscal year 2020.
CalPERS Historical Market Value Rates of Return
Relative to Assumed Investment Return of 7.00%
The second chart reflects actual CalPERS costs in the General Fund for fiscal years 2018 to the fiscal year 2022 Proposed
Budget.
Retirement Costs (General Fund)
Fiscal Years 2019 – 2022
‐25.0%
‐20.0%
‐15.0%
‐10.0%
‐5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
7.0%
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FY2022 City of Chula Vista Proposed Budget
The final chart reflects historical CalPERS contributions illustrating the employer (City) contribution rates from fiscal
years 2016 to 2021 and projected rates for fiscal years 2022 through 2027.
CalPERS Employer Contribution Rates
Fiscal Years 2016 to 2027 Projected
Notes:
1. Reflects Employer Contribution. The actual employer contribution is higher due to Employer Paid Member Contributions (EPMC)
ranging from 1.3% to 4.2%, and for applicable years an additional 8% and 9% for the Employer Paid Member Contribution (Employee
Contribution).
2. Projected rates (FY 2022 ‐ 2027), based on CalPER’s Annual Valuation Report as of June 30, 2019.
HEALTH CARE COSTS
The City’s “Flex Plan” is an annual allotment toward the purchase of benefits available under the City’s Cafeteria
Benefits Plan for employees to choose health plan coverage. The Flex/health insurance expenses total approximately
$13.3 million or 6.1 percent of the fiscal year 2022 Proposed Budget expenditures. This represents an increase of $1.2
million or 9.4 percent from the fiscal year 2021 Adopted Budget. The increase in costs is primarily due to the City’s
health insurance providers Kaiser and AETNA rate increases in calendar year 2021, based on healthcare utilization rates.
Flex/Health Insurance Costs (General Fund)
Fiscal Years 2017 – 2022
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Miscellaneous Public Safety
$11.1
$12.4
$11.2 $10.9
$12.2 $13.3
$-
$2.5
$5.0
$7.5
$10.0
$12.5
$15.0
FY 2017
Actual
FY 2018
Actual
FY 2019
Actual
FY 2020
Actual
FY 2021
Adopted
FY 2022
ProposedMillions
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FY2022 City of Chula Vista Proposed Budget
Flex Allotment Increases by Bargaining Group
Calendar Year 2017 to Calendar Year 2021
City Provided Public Safety Flex Benefit Ranges
Calendar Year 2018 to Calendar Year 2021
Insurance Premiums
The annual budget for Flex/Health Insurance has increased from $10.1 million in fiscal year 2017 to $13.3 million in the
fiscal year 2022 Proposed Budget. Discussions with health care professionals indicate increases in health care costs are
likely to continue for the foreseeable future based on healthcare utilization trends.
The following table reflects the changes in health care rate premiums the City has experienced from January 2017 to
January 2021. The final rate premium that will be in effect for January 2022 will not be known until early Fall 2021.
Premium Increases by Health Care Provider
Calendar Year 2017 to Calendar Year 2021
Total increase reflects average changes in premium costs from 2017‐2021 for Kaiser and AETNA/
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FY2022 City of Chula Vista Proposed Budget
MEASURE P & MEASURE A EXPENDITURES
Measure P ‐ Approved in November 2016, Measure P is a temporary, ten‐year, half‐cent sales tax dedicated by the City
to funding high priority deferred maintenance items such as infrastructure, fleet replacement, technology and other
capital equipment. Collection of this tax began in April 2017 and is scheduled to terminate in March 2027. The fiscal
year 2022 Proposed Budget projects approximately $23.0 million in revenue from this tax and a corresponding transfer
out (expense) of the General Fund to the Measure P fund for the same amount. The fiscal year 2022 the proposed
transfer amount is an increase of approximately $3.0 million over the transfer amount included in the fiscal year 2021
Adopted Budget.
Measure A ‐ Approved in June 2018, Measure A is a half‐cent sales tax dedicated to addressing public safety (Police and
Fire departments) critical needs. Collection of this revenue began in October 2018 and will remain in place unless and
until the voters repeal it. The fiscal year 2022 Proposed Budget projects approximately $23.0 million in revenue from
this tax and a matching transfer out of the General Fund to the Measure A fund for the same amount. The fiscal year
2022 proposed transfer amount is an increase of approximately $3.0 million over the transfer amount included in the
fiscal year 2021 Adopted Budget.
Although these measures were approved as “general purpose tax” (City has discretion to spend revenues generated
for any lawful municipal purpose), the City has established specific uses and spending plans for each revenue stream.
Accordingly, the City has set up separate funds to monitor and track the usage and balance of these funds. The General
Fund serves as a pass‐through conduit for these funds. The fiscal year 2022 Proposed Budget includes transfers out of
approximately $23.0 million to each of the Measure P and Measure A funds, respectively. Specific budget information
related to these measures is provided in the Measure P and Measure A sections of this document.
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FY2022 City of Chula Vista Proposed Budget
GENERAL FUND REVENUE SUMMARY
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FY2022 City of Chula Vista Proposed Budget
General Fund Revenue Summary
The fiscal year 2022 Proposed General Fund revenue budget is $218.1 million, an increase of $11.4 million or 5.5 percent
when compared to the fiscal year 2021 Adopted Budget revenues budget. General Fund revenues provide funding for
essential City services including police, fire, library services, and park and recreation programs. The City’s major revenue
sources are: Property Tax, Sales Tax, Measure P Sales Tax, Measure A Sales Tax, Franchise Fees, Transient Occupancy
Tax (TOT), Utility User Tax, and Property Tax collected in‐lieu of Motor Vehicle License Fees. The major revenue sources
account for 78.7 percent of the City’s General Fund revenue for the fiscal year 2022 Proposed Budget, an increase by
$10.9 million over the fiscal year 2021 Adopted Budget.
General Fund Revenues
In Thousands (000)
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FY2022 City of Chula Vista Proposed Budget
General Fund Revenues by Category
Fiscal Year 2022
*Misc. Revenues includes the following revenue categories: Development Revenue, Other Agency Revenue, Other Local Taxes,
Other Revenues, Use of Money & Property, Licenses and Permits, Police Grants, Fines, Forfeitures & Penalties, and CIP.
Historical and Estimated General Fund Revenue Sources
Fiscal Years 2018 – 2022
Property Taxes,
18.1%
Measure P Sales
Tax, 10.6%
Measure A Sales
Tax, 10.6%
Motor Vehicle
License Fees,
11.4%
Transfers from
Other Funds, 6.2%
Interfund
Reimbursements,
4.3%
Franchise Fees,
5.9%
Charges for
Services, 3.4%
Utility Users Tax,
1.7%
Misc Revenues*,
7.3%
Sales Tax, 18.2%
Transient Occupancy Taxes, 2.3%
$‐
$50
$100
$150
$200
$250
FY 2018 Actual FY 2019 Actual FY 2020 Actual FY 2021 Adopted FY 2022 ProposedMillions
Property Taxes Sales Tax Sales Tax ‐ Measure P
Sales Tax ‐ Measure A Franchise Fees Utility Users Taxes
TOT Motor Vehicle Licenses Development Rev.
Licenses & Permits Fines Forfeitures & Penalties Use of Money & Property
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FY2022 City of Chula Vista Proposed Budget
MAJOR REVENUE SOURCES
Sales Tax
Sales Tax revenue is estimated at $39.7 million in the proposed budget, a change of approximately 7.5 percent or $2.8
million when compared to the fiscal year 2021 Adopted Budget. With the addition of Measure P and Measure A sales
tax revenues, total Sales Tax revenues for fiscal year 2022 are projected to total $85.8 million. Sales tax revenue is highly
sensitive to economic conditions, and reflects the factors that drive taxable sales, including levels of unemployment,
consumer confidence, per‐capita income, and business investment. Retailers must register with the California
Department of Tax and Fee Administration and pay the state's sales tax. Sales taxes are collected at the point of sale
and remitted to the State Board of Equalization. Sales tax provides revenue for the State, County, and City. The tax is
collected at a rate of 8.75% for the City of Chula Vista. The sales tax revenues are then allocated based on the following:
With the approval of Measure P and Measure A, the City receives 2.0% of sales tax revenue applied to all taxable retail
sales occurring within the City limits. The measures are projected to generate approximately $46.0 million in revenue
in fiscal year 2022. The General Fund will serve as a pass‐through for these revenues; these funds will ultimately be
recognized as a Transfer Out to the Measure P and Measure A Sales Tax Funds.
City of Chula Vista Sales Tax Revenues
Fiscal Years 2018 – 2022
$‐
$10
$20
$30
$40
FY 18 FY 19 FY 20 FY 21
Adopted
FY 22
ProposedMillionsState General Fund (includes K-12/Community Colleges) 3.94%
Public Safety (Prop 172) 0.50%
County Realignment (Mental Health/Welfare/Public Safety) 1.56%
Countywide Transportation Fund 0.25%
San Diego County Regional Transportation Commission
(TransNet)0.50%
State and County Subtotal 6.75%
Local Jurisdiction (City or County of place sale/use) (City
Share)1.00%
City Transaction Tax (Measure P) 0.50%
City Transaction Tax (Measure A) 0.50%
City Subtotal 2.00%
Total Sales Tax Rate – Chula Vista 1 8.75%
1 Total sales tax rates w ill vary by City due to local sales tax initiatives.
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FY2022 City of Chula Vista Proposed Budget
City of Chula Vista Measure P Sales Tax Revenues
Fiscal Years 2018 – 2022
City of Chula Vista Measure A Sales Tax Revenues
Fiscal Years 2019 – 2022
$0
$5
$10
$15
$20
$25
FY 18 FY 19 FY 20 FY 21
Adopted
FY 22
ProposedMillions
$0
$5
$10
$15
$20
$25
FY 19 FY 20 FY 21
Adopted
FY 22
ProposedMillions
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FY2022 City of Chula Vista Proposed Budget
Based on data collected by the City’s Sales Tax consultant, the table below illustrates the variance in the taxable sales
per capita for the cities within San Diego County. Taxable sales per capita for the City is only $2,728 while Carlsbad has
the highest taxable sales per capita at a rate of $7,064. This comparison indicates that the City may lack a diverse
marketplace as residents seek goods and services outside the City boundaries.
Taxable Sales Per Capita – 4th Quarter Taxable Sales
Property Tax
Property tax revenues comprise the City’s largest discretionary revenue source and accounts for 18.2 percent of the
total revenue for the General Fund. This revenue source is estimated at $39.4 million in the fiscal year 2022 Proposed
Budget and represents 5.0 percent or $1.8 million increase from the fiscal year 2021 Adopted Budget.
Property Tax revenues are based on a 1.0% levy on the assessed value of all real property. Under the terms of
Proposition 13, approved in California in 1978, annual increases in the assessed value are capped at a maximum of 2%
per year unless there is a change in ownership or new construction. Annual increases in assessed value are limited by
either the California Consumer Price Index (CPI) or the 2% cap, whichever is less. Property tax revenues represent a
major funding source for the City of Chula Vista as well as other local jurisdictions. Currently, the City of Chula Vista
receives approximately 12.6% of each property tax dollar. Distribution of property tax dollars is depicted below.
Property Tax Dollar Distribution by Jurisdiction
Fiscal Year 2022
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FY2022 City of Chula Vista Proposed Budget
The change in assessed value for properties within the City of Chula Vista versus the County of San Diego since 2011 is
depicted in the graph below.
Historical Change in Assessed Value
City of Chula Vista and Countywide Comparison
Source: County of San Diego Assessors Office
Property Tax Revenues
Fiscal Year 2017 – 2022
‐6%
‐4%
‐2%
0%
2%
4%
6%
8%
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021
Chula Vista County Overall
$31.5 $34.3 $35.3
$38.2 $37.6 $39.4
$0
$5
$10
$15
$20
$25
$30
$35
$40
$45
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FY2022 City of Chula Vista Proposed Budget
The following chart provides a historical comparison of the assessed valuation and the CPI from fiscal year 2008 to fiscal
year 2021. The most recent change in the October to October CPI was 2.1 percent, which will allow for the full 2%
growth rate to be applied to the assessment roll.
Historical Change in Assessed Value vs Changes in the California CPI
Franchise Fees
Franchise fee revenues are generated from public utility sources such as San Diego Gas & Electric (SDG&E) (2% on gas
and 1.25% on electricity), trash collection franchises (20% fee), and cable franchises (5% fee) conducting business within
City limits. SDG&E collects the franchise fee from Chula Vista customers which can vary due to usage trends. Overall,
fiscal year 2022 Proposed Budget franchise fee revenues are projected to increase by $0.5 million and represent 5.9
percent of the total fiscal year 2022 anticipated General Fund revenues.
Franchise Fee Revenues by Utility
‐0.50%
0.00%
0.50%
1.00%
1.50%
2.00%
2.50%
3.00%
3.50%
4.00%
Assessed Value CPI
$‐
$1
$2
$3
$4
$5
$6
$7
FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21
Adopted
FY 22
ProposedMillionsEnergyTrashCable
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FY2022 City of Chula Vista Proposed Budget
Motor Vehicle License Fees
Motor Vehicle License Fees (MVLF) revenues are generated from vehicle license fees paid with vehicle registrations
with the State of California and then allocated to cities and counties. The fiscal year 2022 Proposed Budget MVLF
revenues are projected to increase by $1.1 million and represent 11.4 percent of the total fiscal year 2022 anticipated
General Fund revenues.
MVLF Revenues
Fiscal Year 2016 – 2022
Utility Users Tax
The City of Chula Vista imposes a UUT on the use of telecom at a rate of 4.75% of gross receipts. For natural gas services
UUT is applied at a rate of $0.00919 per therm and $0.00250 per kilowatt on electricity services, which equates to a tax
of approximately 1% of utility charges.
Transient Occupancy Tax (TOT)
The City of Chula Vista imposes a Transient Occupancy Tax (TOT) upon all hotel stays within the City boundaries. The
TOT tax rate in the City is 10%. Major economic drivers for TOT revenue include room rates, average occupancy rates,
and seasonal and non‐seasonal tourism.
TOT Revenues
Fiscal Year 2018 ‐ 2022
Estimated TOT revenues for fiscal year 2022 are $4.9 million. This estimate includes no increases from the fiscal year
2021 Adopted Budget based on current trends.
$0
$5
$10
$15
$20
$25
$30
FY 16 FY 17 FY 18 FY19 FY20 FY 21
Adopted
FY22
ProposedMillions
$‐
$1.00
$2.00
$3.00
$4.00
$5.00
$6.00
FY 18 FY 19 FY 20 FY21 Adopted FY 22 ProposedMillions
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FY2022 City of Chula Vista Proposed Budget
Revenue Assumptions
Revenue projections are continually reviewed and updated by City staff. As described above, major general revenues,
such as property taxes, sales taxes, franchise fees, utility users tax, transient occupancy tax and motor vehicle license
fees, are projected by the Finance Department based on prior history, growth and inflation projections, and economic
climate. Additional assistance in the projection of revenues is provided by subject‐matter experts such as the City’s
sales consultant, the County Assessor and by reviewing regional and local economic forecasts provided by the UCLA
Anderson Forecast and the County of San Diego, respectively.
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FY2022 City of Chula Vista Proposed Budget
GENERAL FUND NET COST
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FY2022 City of Chula Vista Proposed Budget
General Fund Net Cost
The fiscal year 2022 Proposed General Fund budget of $218.1 million is based on funding from estimated department
generated revenues totaling $35.3 million and discretionary revenues totaling $182.7 million. Department generated
revenues are broadly defined as those revenues generated by a given activity (e.g. grant revenues, charges for services,
licenses, permits). General revenues, or “discretionary revenues,” are broadly defined as those revenues that are
generated not by any given activity, but by general or specific taxing authority such as property taxes and sales tax.
Departments that generate small amounts of revenue relative to their size generally have higher net costs, while those
that generate large amounts of revenue relative to their size generally have lower net costs. The majority of
discretionary revenue is allocated to public safety services, with the Police Department at 47 percent followed by the
Fire Department at 27 percent. The next highest portion was allocated to the Recreation Department at 5 percent.
The following chart depicts the net cost of each department, excluding Non‐Departmental, based on the fiscal year
2022 Proposed Budget.
General Fund Net Cost by Department
Fiscal Year 2022
Note: Revenue allocated for Measure A support departments is embedded in department generated
revenue. Expenses of approximately $18.5 million added to Fire and Police Departments for Measure A
expense allocations.
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FUND/DEPARTMENT EXPENDITURES REVENUES NET IMPACT
100 GENERAL FUND
(01) City Council 1,503,150 - 1,503,150
(02) Boards & Commissions 58,536 - 58,536
(03) City Clerk 1,207,668 (8,000) 1,199,668
(04) City Attorney 3,052,020 (793,177) 2,258,843
(05) Administration 2,380,888 (142,000) 2,238,888
(06) Information Technology 3,557,852 (131,400) 3,426,452
(07) Human Resources 2,741,389 (499,430) 2,241,959
(08) Finance 3,730,925 (1,770,052) 1,960,873
(09) Non-Departmental 77,799,138 (182,742,418) (104,943,280)
(10) Animal Care Facility 2,708,955 (1,166,237) 1,542,718
(11) Economic Development 1,507,328 (631,432) 875,896
(12) Development Services 2,526,466 (2,089,772) 436,694
(13) Engineering/Capital Projects 9,197,943 (8,728,599) 469,344
(14) Police 51,020,894 (5,341,667) 45,679,227
(15) Fire 29,229,274 (3,657,526) 25,571,748
(16) Public Works 11,623,605 (7,222,140) 4,401,465
(17) Parks and Recreation 10,733,407 (2,309,775) 8,423,632
(18) Library 3,485,140 (830,953) 2,654,187
100 GENERAL FUND TOTAL 218,064,578 (218,064,578) -
GENERAL FUND NET IMPACT
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FY2022 City of Chula Vista Proposed Budget
DEPARTMENT SUMMARY REPORTS
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FY2022 City of Chula Vista Proposed Budget
General Fund Department Summary
The General Fund budget funds the day‐to‐day operations of most City services. For fiscal year 2022, the proposed
General Fund operating budget totals $218.1 million. This funds the following departments:
Mayor and City Council
Boards and Commissions
City Clerk
City Attorney
Administration
Information and Technology Services
Human Resources
Finance
Non‐Departmental
Animal Care Facility
Economic Development
Development Services
Engineering and Capital Projects
Police
Fire
Public Works
Parks and Recreation
Library
To follow is a series of summary reports that reflect the anticipated revenues, expenditures, and staffing information
for each of the General Fund departments.
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 820,980 908,611 960,336 918,171
Hourly Wages 63,251 18,608 - 90,408
Health Benefits 168,938 159,962 202,308 200,004
Retirement Benefits 289,427 244,903 263,289 100,903
Other Personnel Expense 109,216 86,615 88,706 83,287
Personnel Expenses Subtotal 1,451,813 1,418,698 1,514,639 1,392,773
Non-Personnel Expenses
Supplies and Services 48,234 36,079 105,880 105,880
Other Capital - - 3,190 3,190
Utilities 734 503 1,307 1,307
Non-Personnel Expenses Subtotal 48,968 36,581 110,377 110,377
TOTAL EXPENDITURES 1,500,781$ 1,455,280$ 1,625,016$ 1,503,150$
REVENUES
Revenue from Other Agencies - (650) - -
Other Revenue (323) - - -
TOTAL REVENUES (323)$ (650)$ -$ -$
NET PROGRAM EXPENDITURES 1,500,458$ 1,454,629$ 1,625,016$ 1,503,150$
REVENUE RECOVERY %0%0%N/A N/A
AUTHORIZED FULL TIME POSITIONS 14.00 14.00 14.00 14.00
(01) CITY COUNCIL
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Non-Personnel Expenses
Supplies and Services 10,453 4,923 133,911 58,536
Non-Personnel Expenses Subtotal 10,453 4,923 133,911 58,536
TOTAL EXPENDITURES 10,453$ 4,923$ 133,911$ 58,536$
NET PROGRAM EXPENDITURES 10,453$ 4,923$ 133,911$ 58,536$
REVENUE RECOVERY %0%0%0%0%
AUTHORIZED FULL TIME POSITIONS 0.00 0.00 0.00 0.00
(02) BOARDS & COMMISSIONS
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 437,539 513,090 533,898 599,577
Hourly Wages 24,403 22,361 20,126 -
Health Benefits 73,161 84,251 97,237 118,926
Retirement Benefits 160,521 147,089 157,221 63,651
Other Personnel Expense 64,909 64,212 58,410 56,633
Personnel Expenses Subtotal 760,533 831,002 866,892 838,787
Non-Personnel Expenses
Supplies and Services 227,957 234,423 155,932 368,431
Other Expenses 6,742 1,339 - -
Utilities 357 518 410 450
Non-Personnel Expenses Subtotal 235,056 236,280 156,342 368,881
TOTAL EXPENDITURES 995,590$ 1,067,282$ 1,023,234$ 1,207,668$
REVENUES
Charges for Services (8,118) (1,687) (8,085) (1,500)
Other Revenue (20,992) (6,650) (11,700) (6,500)
TOTAL REVENUES (29,110)$ (13,772)$ (19,785)$ (8,000)$
NET PROGRAM EXPENDITURES 966,480$ 1,053,510$ 1,003,449$ 1,199,668$
REVENUE RECOVERY %3%1%2%1%
AUTHORIZED FULL TIME POSITIONS 6.00 6.00 6.00 7.00
(03) CITY CLERK
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,640,947 1,888,982 1,994,002 2,056,434
Hourly Wages - - 1,923 1,923
Overtime 767 1,013 500 513
Health Benefits 197,397 209,822 252,819 262,619
Retirement Benefits 589,719 529,756 562,913 209,116
Other Personnel Expense 114,048 160,245 155,572 147,736
Personnel Expenses Subtotal 2,542,879 2,789,818 2,967,729 2,678,341
Non-Personnel Expenses
Supplies and Services 294,740 320,008 360,374 367,374
Other Capital 16,298 593 4,948 4,948
Utilities 865 1,036 1,357 1,357
Non-Personnel Expenses Subtotal 311,904 321,636 366,679 373,679
TOTAL EXPENDITURES 2,854,783$ 3,111,454$ 3,334,408$ 3,052,020$
REVENUES
Revenue from Other Agencies - (5,177) - -
Charges for Services (259,008) (348,113) (567,766) (516,728)
Other Revenue (52,228) (79,093) (276,449) (276,449)
Transfers In - (1,125) - -
TOTAL REVENUES (311,236)$ (433,507)$ (844,215)$ (793,177)$
NET PROGRAM EXPENDITURES 2,543,547$ 2,677,947$ 2,490,193$ 2,258,843$
REVENUE RECOVERY %11%14%25%26%
AUTHORIZED FULL TIME POSITIONS 14.00 15.00 17.00 17.00
(04) CITY ATTORNEY
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,274,148 1,296,524 1,426,013 1,541,801
Health Benefits 131,989 125,569 168,461 157,959
Retirement Benefits 430,039 344,724 404,606 145,034
Other Personnel Expense 201,580 201,423 214,519 210,382
Personnel Expenses Subtotal 2,037,756 1,968,239 2,213,599 2,055,176
Non-Personnel Expenses
Supplies and Services 156,031 392,808 350,880 324,880
Other Capital - 247 - -
Utilities 787 755 832 832
Non-Personnel Expenses Subtotal 156,818 441,490 351,712 325,712
TOTAL EXPENDITURES 2,194,574$ 2,409,729$ 2,565,311$ 2,380,888$
REVENUES
Revenue from Other Agencies - (1,086) - -
Charges for Services (161,153) (26,607) (27,847) (40,000)
Other Revenue (6) (175,311) (166,000) (102,000)
TOTAL REVENUES (161,159)$ (203,004)$ (193,847)$ (142,000)$
NET PROGRAM EXPENDITURES 2,033,415$ 2,206,725$ 2,371,464$ 2,238,888$
REVENUE RECOVERY %7%8%8%6%
AUTHORIZED FULL TIME POSITIONS 10.00 10.00 10.00 9.00
(05) ADMINISTRATION
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,452,862 1,602,837 1,551,484 1,675,369
Overtime 810 634 - -
Health Benefits 203,811 216,144 234,055 253,972
Retirement Benefits 505,847 441,417 441,344 166,107
Other Personnel Expense 148,763 132,186 142,049 139,696
Personnel Expenses Subtotal 2,312,093 2,393,218 2,368,932 2,235,144
Non-Personnel Expenses
Supplies and Services 1,195,163 1,547,076 1,440,980 1,231,516
Other Capital 10,688 836 87,890 87,890
Utilities 3,357 4,044 3,302 3,302
Non-Personnel Expenses Subtotal 1,209,371 1,552,022 1,532,172 1,322,708
TOTAL EXPENDITURES 3,521,464$ 3,945,240$ 3,901,104$ 3,557,852$
REVENUES
Use of Money & Property (99) - - -
Revenue from Other Agencies - (634) - -
Charges for Services (102,402) (117,051) (113,185) (122,500)
Other Revenue (212) - - -
Transfers In - 0 (8,900) (8,900)
TOTAL REVENUES (102,713)$ (117,685)$ (122,085)$ (131,400)$
NET PROGRAM EXPENDITURES 3,418,751$ 3,827,555$ 3,779,019$ 3,426,452$
REVENUE RECOVERY %3%3%3%4%
AUTHORIZED FULL TIME POSITIONS 17.00 17.00 17.00 18.00
(06) INFORMATION TECHNOLOGY
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,333,275 1,461,959 1,536,292 1,741,082
Hourly Wages 37,036 72,203 12,099 4,443
Overtime - 2,063 - -
Health Benefits 205,827 215,821 243,041 283,585
Retirement Benefits 490,155 452,443 447,499 185,299
Other Personnel Expense 106,144 123,419 112,774 116,798
Personnel Expenses Subtotal 2,172,436 2,327,908 2,351,705 2,331,207
Non-Personnel Expenses
Supplies and Services 340,504 397,607 421,786 405,825
Other Capital 2,243 678 2,500 2,500
Utilities 1,911 1,689 1,857 1,857
Non-Personnel Expenses Subtotal 344,657 399,973 426,143 410,182
TOTAL EXPENDITURES 2,517,093$ 2,727,881$ 2,777,848$ 2,741,389$
REVENUES
Revenue from Other Agencies - (53,885) - -
Charges for Services (236,786) (225,373) (268,886) (221,314)
Other Revenue (54,947) (121,588) (72,500) (107,500)
Transfers In (40,749) (45,867) (35,000) (170,616)
TOTAL REVENUES (332,481)$ (446,713)$ (376,386)$ (499,430)$
NET PROGRAM EXPENDITURES 2,184,612$ 2,281,168$ 2,401,462$ 2,241,959$
REVENUE RECOVERY %13%16%14%18%
AUTHORIZED FULL TIME POSITIONS 16.00 17.00 18.50 19.00
(07) HUMAN RESOURCES
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 2,010,169 2,087,434 2,162,378 2,445,758
Hourly Wages 94,098 63,449 31,766 31,766
Overtime 16,072 12,030 - -
Health Benefits 337,841 339,310 383,208 433,815
Retirement Benefits 722,840 615,715 630,755 274,932
Other Personnel Expense 213,780 180,927 192,860 195,166
Personnel Expenses Subtotal 3,394,799 3,298,865 3,400,967 3,381,437
Non-Personnel Expenses
Supplies and Services 341,411 295,202 474,827 343,215
Other Capital 2,413 3,459 2,500 3,573
Utilities 2,663 1,983 2,700 2,700
Non-Personnel Expenses Subtotal 346,534 300,644 480,027 349,488
TOTAL EXPENDITURES 3,741,333$ 3,599,509$ 3,880,994$ 3,730,925$
REVENUES
Other Local Taxes (76,076) (94,420) (70,000) (70,000)
Licenses and Permits (8,498) (6,900) (8,500) (8,500)
Fines and Penalties (1,780) - (5,000) (5,000)
Use of Money & Property (650) (4,573) - -
Revenue from Other Agencies - (8,539) - -
Charges for Services (420,861) (469,520) (392,701) (569,790)
Other Revenue (550,589) (626,344) (618,050) (618,050)
Transfers In (457,283) (324,221) (348,500) (498,712)
TOTAL REVENUES (1,515,736)$ (1,534,517)$ (1,442,751)$ (1,770,052)$
NET PROGRAM EXPENDITURES 2,225,597$ 2,064,992$ 2,438,243$ 1,960,873$
REVENUE RECOVERY %41%43%37%47%
AUTHORIZED FULL TIME POSITIONS 28.00 28.00 28.00 30.00
(08) FINANCE
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries - - (1,491,683) 1,098,053
Health Benefits 12,638 21,031 20,000 20,000
Retirement Benefits 137,132 130,952 100,000 100,000
Other Personnel Expense 206,276 218,909 244,800 244,800
Personnel Expenses Subtotal 356,046 370,892 (1,126,883) 1,462,853
Non-Personnel Expenses
Supplies and Services 3,516,568 3,697,846 2,991,916 4,199,616
Other Expenses 685,180 1,277,016 527,533 1,334,798
Other Capital 1,154,697 720,786 - -
Utilities 2,626 5,675 2,600 2,600
Transfers Out 39,035,608 48,518,637 47,633,470 70,799,271
CIP Project Expenditures 26,314 22,201 - -
Non-CIP Project Expenditures 39,939 1,275 - -
Non-Personnel Expenses Subtotal 44,460,952 54,243,435 51,155,519 76,336,285
TOTAL EXPENDITURES 44,816,998$ 54,614,327$ 50,028,636$ 77,799,138$
REVENUES
Property Taxes (36,419,378) (38,168,135) (37,555,758) (39,433,546)
Other Local Taxes (95,429,076) (99,736,174) (103,592,384) (112,835,605)
Motor Vehicle License Fees (22,352,764) (23,772,912) (23,701,238) (24,886,300)
Licenses and Permits (769,611) (226,739) (2,000) (127,000)
Fines and Penalties (400) - - -
Use of Money & Property (2,876,066) (4,606,490) (1,867,051) (2,363,495)
Revenue from Other Agencies (511,262) (273,537) (428,246) (428,246)
Other Revenue (1,748,108) (2,345,647) (703,000) (389,000)
Transfers In (1,937,165) (1,878,252) (2,029,226) (2,279,226)
TOTAL REVENUES (162,043,829)$ (171,007,887)$ (169,878,903)$ (182,742,418)$
NET PROGRAM EXPENDITURES (117,226,831)$ (116,393,561)$ (119,850,267)$ (104,943,280)$
REVENUE RECOVERY %N/A N/A N/A N/A
AUTHORIZED FULL TIME POSITIONS 0.00 0.00 0.00 0.00
(09) NON-DEPARTMENTAL
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,257,023 1,299,819 1,252,121 1,357,401
Hourly Wages 213,397 209,033 228,670 228,670
Overtime 94,085 113,644 98,122 100,184
Health Benefits 283,679 275,814 309,936 311,974
Retirement Benefits 457,829 371,702 386,533 153,342
Other Personnel Expense 155,951 120,455 116,090 107,277
Personnel Expenses Subtotal 2,461,964 2,390,467 2,391,472 2,258,848
Non-Personnel Expenses
Supplies and Services 372,378 328,774 351,950 351,950
Other Expenses 5,233 4,876 4,500 4,500
Other Capital 4,973 191 6,282 6,282
Utilities 51,993 43,992 33,609 33,609
Internal Service Charges 48,385 39,803 53,200 53,766
Non-Personnel Expenses Subtotal 482,962 417,637 449,541 450,107
TOTAL EXPENDITURES 2,944,926$ 2,808,104$ 2,841,013$ 2,708,955$
REVENUES
Licenses and Permits (144,747) (128,446) (150,000) (140,000)
Fines and Penalties (31,625) (25,768) (20,000) (20,000)
Use of Money & Property (268) (71) - -
Charges for Services (333,376) (356,578) (287,700) (297,700)
Other Revenue (724,459) (828,914) (733,970) (708,537)
TOTAL REVENUES (1,252,694)$ (1,391,985)$ (1,191,670)$ (1,166,237)$
NET PROGRAM EXPENDITURES 1,692,232$ 1,416,119$ 1,649,343$ 1,542,718$
REVENUE RECOVERY %43%50%42%43%
AUTHORIZED FULL TIME POSITIONS 21.75 21.25 21.25 21.25
(10) ANIMAL CARE FACILITY
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,210,340 1,312,372 1,088,692 955,322
Hourly Wages 8,034 3,250 737 737
Overtime 2,506 3,997 - -
Health Benefits 185,162 183,109 185,175 168,548
Retirement Benefits 414,599 364,634 353,780 104,432
Other Personnel Expense 107,419 112,398 103,005 79,885
Personnel Expenses Subtotal 1,928,060 1,979,758 1,731,389 1,308,924
Non-Personnel Expenses
Supplies and Services 168,714 151,248 195,154 195,154
Other Capital - 1,433 - -
Utilities 3,484 2,993 3,250 3,250
Non-Personnel Expenses Subtotal 241,477 155,675 198,404 198,404
TOTAL EXPENDITURES 2,169,537$ 2,135,433$ 1,929,793$ 1,507,328$
REVENUES
Charges for Services (421) - - -
Other Revenue (1,064,790) (1,124,120) (1,184,098) (420,098)
Transfers In (10,334) (10,334) (10,334) (211,334)
TOTAL REVENUES (1,075,546)$ (1,157,050)$ (1,194,432)$ (631,432)$
NET PROGRAM EXPENDITURES 1,093,991$ 978,383$ 735,361$ 875,896$
REVENUE RECOVERY %50%54%62%42%
AUTHORIZED FULL TIME POSITIONS 15.00 14.00 14.00 13.00
Budget Restructuring:
(11) ECONOMIC DEVELOPMENT
SUMMARY OF DEPARTMENT RESOURCES
(1) The Cultural Arts Program was moved from the Economic Development Department to the Library Department in FY 2019.
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,537,511 1,629,596 1,709,086 1,707,286
Hourly Wages 38,150 41,443 29,615 29,615
Overtime 1,469 988 1,000 1,026
Health Benefits 250,010 258,265 309,764 304,921
Retirement Benefits 556,672 462,693 469,987 175,091
Other Personnel Expense 135,482 136,322 124,698 115,291
Personnel Expenses Subtotal 2,519,294 2,529,308 2,644,150 2,333,230
Non-Personnel Expenses
Supplies and Services 103,544 144,494 109,100 156,100
Other Expenses 12,950 11,135 11,000 11,000
Utilities 2,111 1,451 2,250 2,250
Internal Service Charges 21,092 13,239 23,635 23,886
Non-Personnel Expenses Subtotal 139,697 170,319 145,985 193,236
TOTAL EXPENDITURES 2,658,990$ 2,699,627$ 2,790,135$ 2,526,466$
REVENUES
Licenses and Permits (520,807) (541,091) (518,000) (518,000)
Fines and Penalties (402,026) (190,874) (309,000) (229,000)
Charges for Services (298,755) (245,975) (218,300) (218,300)
Other Revenue (18,831) (8,300) (29,000) (29,000)
Transfers In (1,095,472) (1,095,472) (1,095,472) (1,095,472)
TOTAL REVENUES (2,335,891)$ (2,085,915)$ (2,169,772)$ (2,089,772)$
NET PROGRAM EXPENDITURES 323,100$ 613,711$ 620,363$ 436,694$
REVENUE RECOVERY %88%77%78%83%
AUTHORIZED FULL TIME POSITIONS 20.00 20.00 20.00 20.00
(12) DEVELOPMENT SERVICES
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 4,291,404 4,841,305 5,336,020 5,423,913
Hourly Wages 19,599 36,205 23,975 23,975
Overtime 79,395 75,132 79,959 81,958
Health Benefits 608,941 651,069 831,795 798,520
Retirement Benefits 1,483,537 1,311,407 1,527,427 573,795
Other Personnel Expense 368,185 367,083 436,634 411,181
Personnel Expenses Subtotal 6,851,061 7,282,200 8,235,810 7,313,342
Non-Personnel Expenses
Supplies and Services 273,040 271,148 323,097 353,517
Other Expenses 93,181 98,256 95,000 95,000
Other Capital - - 5,000 5,000
Utilities 856,857 872,263 856,943 856,943
Internal Service Charges 124,764 127,590 185,599 187,575
Transfers Out 387,619 387,166 386,836 386,566
Non-Personnel Expenses Subtotal 1,735,460 1,756,423 1,852,475 1,884,601
TOTAL EXPENDITURES 8,586,521$ 9,038,623$ 10,088,285$ 9,197,943$
REVENUES
Licenses and Permits (67,322) (37,124) (80,000) (65,000)
Fines and Penalties - (450) - -
Charges for Services (1,907,832) (1,835,253) (2,284,453) (2,044,453)
Other Revenue (4,360,227) (5,069,857) (5,174,718) (5,429,718)
Revenue from Other Agencies (1,000) (34,238) - -
Use of Money & Property (655) - - -
Transfers In (1,114,747) (1,228,293) (1,189,428) (1,189,428)
TOTAL REVENUES (7,451,782)$ (8,205,214)$ (8,728,599)$ (8,728,599)$
NET PROGRAM EXPENDITURES 1,134,739$ 833,409$ 1,359,686$ 469,344$
REVENUE RECOVERY %87%91%87%95%
AUTHORIZED FULL TIME POSITIONS 46.00 46.00 55.00 55.00
(13) ENGINEERING/CAPITAL PROJECTS
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 29,451,568 29,999,023 29,737,561 30,694,485
Hourly Wages 223,696 237,401 242,345 300,578
Overtime 3,636,933 3,948,117 2,968,800 2,979,964
Health Benefits 4,341,502 4,082,285 4,343,541 4,842,844
Retirement Benefits 11,686,731 14,187,896 14,898,115 6,058,159
Other Personnel Expense 2,703,219 2,708,709 2,575,433 2,462,141
Personnel Expenses Subtotal 52,043,649 55,163,433 54,765,795 47,338,171
Non-Personnel Expenses
Supplies and Services 2,591,624 2,023,341 2,060,470 2,219,470
Other Expenses 91,516 113,273 104,930 100,930
Other Capital 53,589 15,458 25,000 25,000
Utilities 580,789 617,772 326,256 326,256
Internal Service Charges 1,012,923 851,491 1,000,424 1,011,067
Non-Personnel Expenses Subtotal 4,330,441 3,621,335 3,517,080 3,682,723
TOTAL EXPENDITURES 56,374,090$ 58,784,767$ 58,282,875$ 51,020,894$
REVENUES
Licenses and Permits (250,918) (207,391) (241,170) (241,170)
Fines and Penalties (946,135) (743,850) (810,423) (660,000)
Use of Money & Property (7,328) (6,441) (3,000) (3,000)
Revenue from Other Agencies (2,627,224) (1,742,216) (1,237,786) (1,237,786)
Charges for Services (2,847,059) (3,002,355) (2,981,734) (2,505,915)
Other Revenue (168,327) (281,744) (127,780) (127,780)
Transfers In (404,445) (566,016) (566,016) (566,016)
TOTAL REVENUES (7,251,437)$ (6,550,013)$ (5,967,909)$ (5,341,667)$
NET PROGRAM EXPENDITURES 49,122,653$ 52,234,755$ 52,314,966$ 45,679,227$
REVENUE RECOVERY %13%11%10%10%
AUTHORIZED FULL TIME POSITIONS 332.50 320.50 319.50 319.50
Budget Restructuring:
(1) The City Jail division was moved from the General Fund into a new Enterprise Fund called City Jails (Fund 405) in FY 2020.
(14) POLICE
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 13,267,285 13,533,368 14,569,850 15,098,222
Hourly Wages 56,357 36,731 36,238 36,238
Overtime 6,181,099 5,708,568 4,176,769 4,371,979
Health Benefits 2,260,236 2,111,693 2,265,100 2,742,650
Retirement Benefits 5,532,218 7,162,469 8,306,017 3,273,416
Other Personnel Expense 1,198,495 1,258,560 1,253,805 1,119,727
Personnel Expenses Subtotal 28,495,691 29,811,389 30,607,779 26,642,232
Non-Personnel Expenses
Supplies and Services 1,620,682 2,503,948 2,240,293 1,190,691
Utilities 201,399 212,811 219,142 219,142
Internal Service Charges 1,054,200 1,114,948 1,101,530 1,113,250
Transfers Out 64,498 62,326 62,326 63,959
Non-Personnel Expenses Subtotal 2,940,779 3,894,032 3,623,291 2,587,042
TOTAL EXPENDITURES 31,436,470$ 33,705,421$ 34,231,070$ 29,229,274$
REVENUES
Licenses and Permits (575,182) (659,464) (680,489) (680,489)
Use of Money & Property 6,731 (36,228) - -
Revenue from Other Agencies (619,523) (1,032,984) (610,000) -
Charges for Services (799,452) (711,950) (564,830) (564,830)
Other Revenue (2,402,962) (700,657) (211,339) (211,339)
Transfers In (1,875,104) (2,647,064) (1,802,427) (2,200,868)
TOTAL REVENUES (6,265,493)$ (5,788,347)$ (3,869,085)$ (3,657,526)$
NET PROGRAM EXPENDITURES 25,170,977$ 27,917,074$ 30,361,985$ 25,571,748$
REVENUE RECOVERY %20%17%11%13%
AUTHORIZED FULL TIME POSITIONS 136.00 137.00 145.00 146.00
(15) FIRE
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 4,995,605 5,311,109 5,558,066 5,684,373
Hourly Wages 110,529 96,206 84,612 84,612
Overtime 227,164 230,939 117,378 120,315
Health Benefits 974,840 1,011,372 1,187,470 1,253,788
Retirement Benefits 1,771,408 1,516,829 1,553,220 589,794
Other Personnel Expense 599,923 509,605 517,476 482,521
Personnel Expenses Subtotal 8,679,469 8,676,059 9,018,222 8,215,403
Non-Personnel Expenses
Supplies and Services 1,850,000 1,932,653 1,951,431 2,295,683
Other Expenses 6,433 65,308 10,000 10,000
Other Capital 66,733 - 73,000 3,000
Utilities 636,987 797,026 628,728 629,828
Internal Service Charges 450,254 488,025 464,747 469,691
Non-Personnel Expenses Subtotal 3,010,408 3,283,011 3,127,906 3,408,202
TOTAL EXPENDITURES 11,689,876$ 11,959,071$ 12,146,128$ 11,623,605$
REVENUES
Use of Money & Property (40,605) (22,398) - -
Charges for Services (113,277) (147,066) (92,542) (92,542)
Other Revenue (1,396,337) (1,732,271) (1,863,000) (1,850,631)
Transfers In (4,977,679) (5,018,799) (5,230,315) (5,278,967)
TOTAL REVENUES (6,527,899)$ (6,938,696)$ (7,185,857)$ (7,222,140)$
NET PROGRAM EXPENDITURES 5,161,978$ 5,020,375$ 4,960,271$ 4,401,465$
REVENUE RECOVERY %56%58%59%62%
AUTHORIZED FULL TIME POSITIONS 116.00 82.00 82.00 82.00
Budget Restructuring:
(1) The Parks Division was moved from the Public Works Department to the Recreation Department in FY 2019.
(16) PUBLIC WORKS
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 3,282,147 3,565,001 3,640,095 3,811,019
Hourly Wages 1,521,105 1,257,469 1,385,863 1,337,095
Overtime 40,336 29,856 42,415 43,478
Health Benefits 664,353 699,695 824,631 852,161
Retirement Benefits 1,243,527 1,046,918 1,022,106 429,467
Other Personnel Expense 402,615 316,154 307,507 286,009
Personnel Expenses Subtotal 7,154,083 6,915,092 7,222,617 6,759,229
Non-Personnel Expenses
Supplies and Services 1,075,272 889,395 919,613 992,913
Other Expenses 28,312 50,340 27,500 27,500
Other Capital 55,317 - 26,423 26,423
Utilities 2,672,604 2,558,621 2,579,281 2,603,011
Internal Service Charges 283,317 274,934 320,918 324,331
Non-Personnel Expenses Subtotal 4,133,521 3,775,275 3,873,735 3,974,178
TOTAL EXPENDITURES 11,287,604$ 10,690,367$ 11,096,352$ 10,733,407$
REVENUES
Use of Money & Property (1,072,733) (802,944) (1,071,175) (918,293)
Revenue from Other Agencies (11,915) (277,168) (7,233) (11,000)
Charges for Services (1,313,872) (1,186,605) (1,404,851) (1,173,500)
Other Revenue (155,528) (186,760) (189,582) (206,982)
TOTAL REVENUES (2,554,049)$ (2,457,262)$ (2,672,841)$ (2,309,775)$
NET PROGRAM EXPENDITURES 8,733,555$ 8,233,105$ 8,423,511$ 8,423,632$
REVENUE RECOVERY %23%23%24%22%
AUTHORIZED FULL TIME POSITIONS 17.00 54.50 55.50 56.50
Budget Restructuring:
(1) The Parks Division was moved from the Public Works Department to the Recreation Department in FY 2019.
(17) PARKS AND RECREATION
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Expenses
Salaries 1,596,649 1,687,794 1,858,621 1,667,502
Hourly Wages 628,822 430,543 705,163 699,999
Health Benefits 289,190 288,131 333,298 317,357
Retirement Benefits 624,460 519,185 530,272 194,921
Other Personnel Expense 169,685 151,454 148,414 122,507
Personnel Expenses Subtotal 3,308,806 3,077,108 3,575,768 3,002,286
Non-Personnel Expenses
Supplies and Services 282,053 224,877 219,343 264,343
Other Expenses 360 361 400 400
Utilities 317,142 232,588 214,730 214,730
Internal Service Charges 1,908 2,170 3,345 3,381
Non-Personnel Expenses Subtotal 601,462 459,995 437,818 482,854
TOTAL EXPENDITURES 3,910,268$ 3,537,103$ 4,013,586$ 3,485,140$
REVENUES
Fines and Penalties (82,336) (55,203) (85,830) (85,830)
Use of Money & Property (27,794) (13,147) (27,890) (27,890)
Revenue from Other Agencies (15,620) (127,338) - -
Charges for Services (795,410) (597,101) (717,840) (717,233)
Other Revenue (5,664) (2,779) - -
TOTAL REVENUES (941,825)$ (795,567)$ (831,560)$ (830,953)$
NET PROGRAM EXPENDITURES 2,968,443$ 2,741,535$ 3,182,026$ 2,654,187$
REVENUE RECOVERY %24%22%21%24%
AUTHORIZED FULL TIME POSITIONS 22.50 24.00 24.00 23.00
Budget Restructuring:
(1) The Cultural Arts Program was moved from the Economic Development Department to the Library Department in FY 2019.
SUMMARY OF DEPARTMENT RESOURCES
(18) LIBRARY
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FY2022 City of Chula Vista Proposed Budget
DEVELOPMENT SERVICES FUND
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FY2022 City of Chula Vista Proposed Budget
Development Services Fund
The Development Services fund accounts for revenues and expenditures related to the processing of development
plans and permits. The fund provides Planning, Building, Engineering, Landscape Architecture, and permitting services
to property owners, developers, and the City as required for the entitlement and/or improvement of property. The
services provided encompass most development activities, including land use entitlements; public infrastructure, open
space, and landscape planning; public infrastructure construction, grading and building permits.
Historically, the staff involved in the processing of development plans and permits were reflected in the City’s General
Fund. Beginning in fiscal year 2009, all the staff involved in the processing of development plans and permits were
budgeted directly in the Development Services Fund. Consolidating all development service cost centers in a single fund
clearly delineates development related costs and revenues from General Fund supported services; thereby making the
nexus between development related activities, costs, fees, and revenues more transparent. This also allows operating
expenses to be adjusted to coincide with changes in demand for development services. This adjustment of operating
expenses aids in avoiding impacts to the General Fund when revenue fluctuations occur as a result of changes in
development activity.
In fiscal year 2012, the Development Services fund began to be accounted for as an enterprise fund.
REVENUES
Development related revenues consist of two categories: development processing fee revenues and deposit‐based
revenues. Development processing fee revenues include building permits, planning fees, other building department
fees, and engineering fees. Deposit based revenues are generated through staff time reimbursements related to specific
projects. The City is anticipating that the following major projects will continue to move forward in fiscal year 2022:
Bayfront Redevelopment Project
Millenia Project
Freeway Commercial North
Otay Ranch Villages
University Land Entitlement Projects
The following table compares the fiscal year 2021 Adopted Budget revenues to the fiscal year 2022 Proposed Budget
revenues.
Development Services Fund Revenues
Category
FY2021
ADOPTED FY2022 PROPOSED Change % Change
Other Local Taxes 7,000$ 14,000$ 7,000$ 100.0%
Licenses and Permits 3,729,495$ 3,829,495$ 100,000$ 2.7%
Charges for Services 5,706,779$ 5,906,779$ 200,000$ 3.5%
Other Revenue 582,985$ 737,985$ 155,000$ 26.6%
Transfers In 537,991$ 537,991$ ‐$ 0.0%
Total Revenues 10,564,250$ 11,026,250$ 462,000$ 4.4%
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FY2022 City of Chula Vista Proposed Budget
EXPENDITURES
The fiscal year 2022 Proposed Budget includes funding for 62.0 positions in the Development Services Fund.
A summary of changes between the fiscal year 2021 Adopted Budget to the fiscal year 2022 Proposed Budget by
category are listed as follows:
Personnel Services – This category reflects a net decrease of $1.1 million due to projected salary savings and
removal of pension UAL costs.
Transfers Out – This category reflects a net increase of $1.3 million for the 2021 Pension Obligation Bonds debt
service payment and Section 115 Trust for OPEB contributions.
The following table compares the fiscal year 2021 Adopted Budget expenditures to the fiscal year 2022 Proposed
Budget expenditures.
Development Services Fund Expenditures
Category
FY 2021
ADOPTED
FY 2022
PROPOSED Change % Change
Personnel Services 8,756,190$ 7,680,871$ (1,075,319)$ ‐12.3%
Supplies and Services 841,238$ 1,095,361$ 254,123$ 30.2%
Other Expenses 371,000$ 371,000$ ‐$ 0.0%
Capital 110,500$ 110,500$ ‐$ 0.0%
Utilities 5,650$ 5,650$ ‐$ 0.0%
Internal Service Charges 46,937$ 47,436$ 499$ 1.1%
Transfers Out 1,923,648$ 3,205,902$ 1,282,254$ 66.7%
Total Expenditures 12,055,163$ 12,516,720$ 461,557$ 3.8%
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 9,798,691 8,440,498 8,756,190 7,680,871
Supplies and Services 654,418 917,625 841,238 1,095,361
Other Expenses 304,163 267,720 371,000 371,000
Other Capital 54,332 83,973 110,500 110,500
Utilities 4,188 3,397 5,650 5,650
Internal Service Charges 31,972 31,431 46,937 47,436
Transfers Out 1,923,648 1,923,648 1,923,648 3,205,902
Non-CIP Project Expenditures 2,550 - - -
TOTAL EXPENDITURES 12,773,962$ 11,668,292$ 12,055,163$ 12,516,720$
REVENUES
Taxes (39,587) (46,835) (7,000) (14,000)
Licenses and Permits (3,447,849) (3,464,249) (3,729,495) (3,829,495)
Use of Money and Property (36,195) (34,515) - -
Revenue from Other Agencies - (19,465) - -
Charges for Services (5,257,927) (5,244,843) (5,706,779) (5,906,779)
Other Revenue (651,971) (576,247) (582,985) (737,985)
Transfers In (461,222) (537,043) (537,991) (537,991)
TOTAL REVENUES (9,894,752)$ (9,923,196)$ (10,564,250)$ (11,026,250)$
NET PROGRAM EXPENDITURES 2,879,210$ 1,745,096$ 1,490,913$ 1,490,470$
DEVELOPMENT SERVICES FUND (408)
SUMMARY OF DEPARTMENT RESOURCES
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FY2022 City of Chula Vista Proposed Budget
SUCCESSOR AGENCY AND
HOUSING FUNDS
Successor Agency Funds
Housing Authority Funds
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FY2022 City of Chula Vista Proposed Budget
SUCCESSOR AGENCY FUNDS
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FY2022 City of Chula Vista Proposed Budget
Successor Agency Funds
On December 29, 2011, the California Supreme Court upheld AB x1 26 dissolving California redevelopment agencies.
Effective February 1, 2012, all redevelopment agencies were dissolved, and the City of Chula Vista assumed the role of
Successor Agency (City Council resolution 2011‐164).
The Successor Agency is responsible for the wind down of the former Redevelopment Agency activities and obligations.
The act of winding down the former Redevelopment Agency is significant. The Successor Agency will continue to
oversee and implement all legally obligated contracted work, projects and programs as well as dispose of the former
Redevelopment Agency assets. Approximately 68% of the remaining Redevelopment Agency‐owned land (24 acres of
35.24 acres) is contaminated and there is not a funding mechanism to clean up these properties and therefore will
eventually become an orphan sites after expiration of the Redevelopment project areas. Significant administrative
obligations will continue to exist in the preparation of budgets and documentation to be submitted to and reviewed by
the Successor Agency, Oversight Board, County of San Diego and the State Department of Finance.
As required by AB x1 26, an Oversight Board, composed of affected taxing entities within the City, was created. The
primary responsibility of the Oversight Board is reviewing and approving the Recognized Obligation Payment Schedule
and serving in a fiduciary role to the taxing entities that the Oversight Board represents. Some historical information
follows regarding the former Redevelopment Agency. It is anticipated that the Oversight Board will be transitioned to
one central County Oversight Board in fiscal year 2019.
The Chula Vista Redevelopment Agency was created on October 24, 1972 by City Council Ordinance. The goals of the
former Redevelopment Agency were to reduce blight and to encourage new development, reconstruction, and
rehabilitation of residential, commercial, industrial, and retail uses. Since the Agency’s creation, the City adopted and
amended six project areas to encompass a total of approximately 3,563 acres of City territory. Land uses within these
areas are mostly commercial and industrial, but also includes some residential and public uses (e.g., governmental
administrative centers, corporation yards, streets, etc.).
FUND DESCRIPTIONS
The Successor Agency budget is organized into Redevelopment Obligation Retirement Fund (RORF) and debt service
funds. The RORF accounts for the staffing and other expenditures required in winding down activities of the former
Redevelopment Agency. The Debt Service funds are used to pay for the former Redevelopment Agency’s debt service
on its outstanding Tax Allocation Bonds, loans and other debt of the former Redevelopment Agency.
Several funds were eliminated as a result of the dissolution of the Redevelopment Agency. The eliminated funds are
former operating funds 317, 611, 651 and pass‐through funds 671‐675. In addition, the debt service funds listed below
replace funds 691 and 693‐697.
Operating Funds
Fund 318: Redevelopment Obligation Retirement Fund (RORF)
The RORF will serve as the primary operating funds in the winding down of the former Redevelopment Agency. This
fund will be used to pay the documented enforceable obligations of the former redevelopment agency that have
been approved by the Successor Agency Oversight Board and the State Department of Finance.
Debt Service Funds
The Debt Service funds are used to pay for former Redevelopment Agency debt service on its outstanding Tax Allocation
Bonds, loans and other debt of the former Redevelopment Agency.
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FY2022 City of Chula Vista Proposed Budget
Fund 661: 2005 Taxable Revenue Bonds Series A – CRA/ERAF Loan Program
In April 2005, the Agency entered into a Loan Agreement with the California Statewide Communities Development
Authority to borrow the amount of $765,000. This amount was used to pay the Agency’s portion of the 2005
Educational Revenue Augmentation Fund (ERAF) to the County of San Diego pursuant to Section 33681.12 of the
California Health and Safety Code. This loan was paid off in fiscal year 2015.
Fund 662: 2006 Taxable Revenue Bonds Series A – CRA/ERAF Loan Program
In April 2006, the Agency entered into a Loan Agreement with the California Statewide Communities Development
Authority to borrow the amount of $930,000. This amount was used to pay the Agency’s portion of the 2006
Educational Revenue Augmentation Fund (ERAF) to the County of San Diego pursuant to Section 33681.12 of the
California Health and Safety Code. This loan was paid off in fiscal year 2016.
Fund 663: 2006 Senior Tax Allocation Refunding Bonds, Series A
In July 2006, the Redevelopment Agency issued the 2006 Senior Tax Allocation Bonds, Series A in the amount of
$13,435,000 to refinance the Agency’s outstanding Bayfront/Town Centre Redevelopment Project 1994 Senior Tax
Allocation Refunding Bonds Series A (the “1994 A Bonds). The original bonds were issued to finance improvements
in the Bayfront/Town Centre Project Areas. The bonds have been refinanced as a part of the 2016 Tax Allocation
Refunding Bonds.
Fund 664: 2006 Subordinate Tax Allocation Refunding Bonds, Series B
In July 2006, the Redevelopment Agency issued the 2006 Subordinate Tax Allocation Bonds, Series B in the amount
of $12,325,000 to refinance the Agency’s outstanding Bayfront/Town Centre Redevelopment Project 1994 Senior
Tax Allocation Refunding Bonds Series D (the “1994 D Bonds) and the 1994 Subordinate Tax Allocation Refunding
Bonds, Series C (the 1994 C Bonds). The original bonds were issued to finance improvements in the Bayfront/Town
Centre Project Areas. The bonds have been refinanced as a part of the 2016 Tax Allocation Refunding Bonds.
Fund 665: RDA 2008 Tax Allocation Refunding Bonds (TARBs)
This fund was established to account for the debt service payments for the refunding of the Redevelopment Agency
2000 Tax Allocation Bonds (Merged Redevelopment Project) in the amount of $21,625,000. The Merged
Redevelopment Project was created on August 22, 2000, pursuant to an amendment to the redevelopment plans
for three of the Agency’s four existing redevelopment projects, the Town Centre II Project Area, the Otay Valley
Project Area and the Southwest Project Area. The Merged Project Area was amended in 2004 adding 494 acres.
The Bonds were issued to provide funds for the repayment of certain obligations of the Merged Redevelopment
Project and other interfund loans, and for general redevelopment purposes. The bonds have been refinanced as a
part of the 2016 Tax Allocation Refunding Bonds.
Fund 666: 2016 Tax Allocation Refunding Bonds
In July 2016, the Successor Agency issued the Tax Allocation Refunding Bonds in the amount of $29,315,000 to
refinance the Agency’s outstanding 2006 Senior Tax Allocation Refunding Bonds, Series A, 2006 Subordinate Tax
Allocation Refunding Bonds, Series B, and the 2008 Tax Allocation Refunding Bonds. The Annual Debt Service is
paid from property tax increments generated in the project areas. The term of the bonds runs through 2036.
Fund 692: Long Term Advances Debt Service Fund – Redevelopment Agency
This fund was established to account for Redevelopment Agency inter‐fund loans. The current amount under
litigation with the State including interest is $7,953,793.
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FY2022 City of Chula Vista Proposed Budget
REVENUES
A summary of revenues by category are listed below:
Property Taxes – The revenues in this category are received due to the dissolution of the Redevelopment Agency.
Property tax increment revenues are now received by the County of San Diego and will be distributed to the
Successor Agency based on documented enforceable obligations that have been approved by both the Successor
Agency Oversight Board and the State Department of Finance.
The table below provides a revenue comparison of the fiscal year 2021 Adopted Budget to the fiscal year 2022 Proposed
Budget. The table does not reflect the revenue budget of the debt service funds which are reflected in the debt service
section of the budget document.
Redevelopment/Successor Agency Operating Fund Revenues
Category
Fund 318
FY 2021
ADOPTED
Fund 318
FY 2022
PROPOSED Change % Change
Property Taxes 4,967,150$ 4,967,150$ ‐$ 0.0%
Total Revenues 4,967,150$ 4,967,150$ ‐$ 0.0%
EXPENDITURES
Expenditures for fiscal year 2022 are winding down for the former Redevelopment Agency activities and documented
enforceable obligations.
Transfers Out – The transfers out expenditure category accounts for the required debt service for the Successor
Agency. Bonded debt service for the 2016 TARBS is approximately $2.8 million. The Transfers Out category has
decreased slightly due to the scheduled decrease of the debt service payments related to the 2016 Tax Allocation
Refunding Bonds.
The table below provides a comparison of the 2021 Adopted Budget expenditures to the fiscal year 2022 Proposed
Budget expenditures.
Redevelopment/Successor Agency Operating Fund Expenditures
Category
Funds 318
FY 2021
ADOPTED
Funds 318
FY 2022
PROPOSED Change % Change
Supplies and Services 6,000$ 6,000$ ‐$ 0.0%
Other Expenses 629,000$ 629,000$ ‐$ 0.0%
Transfers Out 2,812,075$ 2,795,754$ (16,321)$ ‐0.6%
Total Expenditures 3,447,075$ 3,430,754$ (16,321)$ ‐0.5%
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FY2022 City of Chula Vista Proposed Budget
HOUSING AUTHORITY FUNDS
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FY2022 City of Chula Vista Proposed Budget
Housing Authority Funds
The Housing Authority was formed in 1993. A Housing
Authority can provide tax‐exempt bond financing, own and
operate housing, and operate various housing programs.
The Section 8 Housing Choice Voucher program, including
public housing in Chula Vista, is operated by the County of
San Diego Housing Authority. With the elimination of the
City’s Redevelopment Agency in 2012, the Housing
Authority assumed the housing functions of the former
Redevelopment Agency, becoming a “Successor Housing
Agency”. Housing Authority staff provides comprehensive
housing services for the City including new affordable
housing development and program administration.
The Chula Vista Housing Authority fund is the clearinghouse for all housing related staff activity. Included in this fund
are personnel expenses which are reimbursed by various funding sources such as the US Department of Housing and
Urban Development Grant Funds and Low/Moderate Income Housing Funds. The Housing Fund will receive $1 million
in staff time reimbursements for managing the City’s Affordable Housing projects and programs, administering State
and Federal Grant Programs, and for monitoring bond covenants for multifamily housing revenue bonds issued by the
City’s Housing Authority. The Housing Authority focuses on the development of sustainable neighborhoods through
investments in and administration of programs that seek to improve, preserve, and increase the supply of affordable
housing in Chula Vista and serve low income residents such as:
Long‐range planning of housing goals and annual monitoring of Housing Element goals
Predevelopment financing
Financing and assistance in the production of affordable rental housing through new construction and
acquisition/rehabilitation
Rehabilitation grants and loans for small owner‐occupied and rental properties
Providing rental assistance
Expanding home ownership opportunities for first‐time homebuyers
Assistance to homeless shelter/service providers
Overseeing contracts with social service agencies for the provision of services to low/moderate income residents
Developing and implementing policies and programs related to affordable housing
FUND DESCRIPTIONS
Operating Funds
Fund 313: Chula Vista Housing Authority
The Chula Vista Housing Authority Fund accounts for all housing related activities funded through the
Low/Moderate Income Housing Fund and those eligible for reimbursement such as the U.S. Department of
Housing and Urban Development Block Grant Funds.
Fund 319: Successor Agency Housing Fund
The City’s Housing Authority became the Successor Housing Agency. This fund accounts for all assets (except fund
balance) originally held by the Low and Moderate Income Housing fund and will account for activities similar to
the Low and Moderate Income Housing program. The fund revenues are not discretionary and must be used for
the production of affordable housing.
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FY2022 City of Chula Vista Proposed Budget
REVENUES
Below is a summary of fiscal year 2022 changes by category:
The table provides a comparison of the fiscal year 2021 Adopted Budget to the fiscal year 2022 Proposed Budget
revenues. The table does not reflect the revenue budget of the debt service funds which are reflected in the debt
service section of the budget document.
Housing Authority Operating Fund Revenues
Category
Funds 313/319
FY 2021
ADOPTED
Funds 313/319
FY 2022
PROPOSED Change % Change
Use of Money & Property 215,000$ 215,000$ ‐$ 0.0%
Charges for Services 150,000$ 150,000$ ‐$ 0.0%
Other Revenue 912,407$ 900,323$ (12,084)$ ‐1.3%
Total Revenues 1,277,407$ 1,265,323$ (12,084)$ ‐0.9%
EXPENDITURES
Expenditure changes for fiscal year 2022 for the Housing Authority are summarized below:
The table below provides a comparison of the fiscal year 2021 Adopted Budget to fiscal year 2022 Proposed Budget.
The table does not reflect the debt service expenditure budget which is discussed in the debt service section of this
document.
Successor Housing Agency Operating Fund Expenditures
Category
Funds 313/319
FY 2021
ADOPTED
Funds 313/319
FY 2022
PROPOSED Change % Change
Personnel Services 626,866$ 695,856$ 68,990$ 11.0%
Supplies and Services 393,700$ 399,256$ 5,556$ 1.4%
Other Expenses 2,281,000$ 2,481,000$ 200,000$ 8.8%
Capital 6,000$ 6,000$ ‐$ 0.0%
Transfers Out 254,697$ 345,170$ 90,473$ 35.5%
Utilities 1,155$ 1,155$ ‐$ 0.0%
Total Expenditures 3,563,418$ 3,928,437$ 365,019$ 10.2%
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 653,841 599,026 626,866 695,856
Supplies and Services 89,130 127,776 335,800 341,356
Other Expenses 282,036 3,959 272,500 472,500
Utilities - - 1,155 1,155
Internal Service Charges 333 327 - -
Transfers Out 254,697 254,697 254,697 338,901
TOTAL EXPENDITURES 1,280,037$ 985,785$ 1,491,018$ 1,849,768$
REVENUES
Use of Money and Property (99,743) (88,730) - -
Charges for Services (314,438) (190,592) (150,000) (150,000)
Other Revenue (545,477) (628,553) (657,407) (645,323)
TOTAL REVENUES (959,657)$ (907,875)$ (807,407)$ (795,323)$
NET PROGRAM EXPENDITURES 320,380$ 77,910$ 683,611$ 1,054,445$
CHULA VISTA HOUSING AUTHORITY (313)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 1,241 103,515 57,900 57,900
Other Expenses 10,781 415,217 2,008,500 2,008,500
Other Capital 2,925 2,475 6,000 6,000
Transfers Out - - - 6,269
TOTAL EXPENDITURES 14,948$ 521,207$ 2,072,400$ 2,078,669$
REVENUES
Use of Money and Property (834,570) (555,335) (215,000) (215,000)
Charges for Services (9,726) (10,017) - -
Other Revenue (1,658,912) (205,045) (255,000) (255,000)
TOTAL REVENUES (2,503,208)$ (770,397)$ (470,000)$ (470,000)$
NET PROGRAM EXPENDITURES (2,488,260)$ (249,190)$ 1,602,400$ 1,608,669$
HOUSING SUCCESSOR AGENCY FUND (319)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 25,370 26,554 6,000 6,000
Other Expenses 498,839 498,930 629,000 629,000
Other Capital 13,508 - - -
Transfers Out 2,799,686 3,756,668 2,797,700 2,795,754
TOTAL EXPENDITURES 3,337,402$ 4,282,152$ 3,432,700$ 3,430,754$
REVENUES
Property Taxes (3,063,141) (3,548,779) (4,967,150) (4,967,150)
Use of Money and Property (146,684) (159,334) - -
Other Revenue 509,763 - - -
TOTAL REVENUES (2,700,062)$ (3,708,113)$ (4,967,150)$ (4,967,150)$
NET PROGRAM EXPENDITURES 637,340$ 574,040$ (1,534,450)$ (1,536,396)$
RDA SUCCESSOR AGENCY FUND (318)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 2,937 2,000 6,900 5,000
Other Expenses 969,736 918,444 2,790,800 2,788,600
TOTAL EXPENDITURES 972,673$ 920,444$ 2,797,700$ 2,793,600$
REVENUES
Use of Money and Property (1,066) (1,445) - -
Transfers In (2,799,686) (3,756,668) (2,797,700) (2,793,600)
TOTAL REVENUES (2,800,752)$ (3,758,113)$ (2,797,700)$ (2,793,600)$
NET PROGRAM EXPENDITURES (1,828,078)$ (2,837,669)$ -$ -$
BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
666-2016 TARBs 972,673 920,444 2,797,700 2,793,600
TOTAL EXPENDITURES 972,673$ 920,444$ 2,797,700$ 2,793,600$
REVENUES
666-2016 TARBs (2,800,752) (2,808,207) (2,797,700) (2,793,600)
692-Long-Term Advances DSF-RDA SA - (949,906) - -
TOTAL REVENUES (2,800,752)$ (3,758,113)$ (2,797,700)$ (2,793,600)$
NET PROGRAM EXPENDITURES (1,828,078)$ (2,837,669)$ -$ -$
DEBT SERVICE - SUCCESSOR AGENCY FUNDS (661 - 692)
FUND SUMMARY
DEBT SERVICE - SUCCESSOR AGENCY FUNDS (661 - 692)
FUND DETAIL
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FY2022 City of Chula Vista Proposed Budget
SEWER FUNDS
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FY2022 City of Chula Vista Proposed Budget
Sewer Funds
The Sewer enterprise funds account for revenues and expenditures related to the City’s Sewer programs, including
maintenance and expansion of the City’s conveyance system and payment of San Diego Metro wastewater treatment
costs.
The City of Chula Vista provides wastewater conveyance and treatment services to approximately 50,000 billing
accounts, including residential and non‐residential uses. The wastewater generated by Chula Vista customers is
collected and sent to treatment facilities in the South Bay and Point Loma through the City’s extensive sewer
collection system, which consists of 13 pump stations and over 500 miles of sewer pipe. The San Diego Metropolitan
Wastewater System (San Diego Metro) provides wastewater treatment services to the City of Chula Vista and most of
the region per an agreement. The latest permit for the Point Loma Treatment Plant Advanced Primary requires
renewal of a waiver. The last waiver application was submitted in 2015 to the Regional Water Quality Control Board
(RWQCB) and the Environmental Protection Agency (EPA) who approved it in April 2018 with special conditions. This
included the requirement to implement the Pure Water Program.
The 2005 Chula Vista Wastewater Master Plan (WMP), which was updated in 2014, identifies a conservative planning
level sewer generation rate of 230 gallons per EDU. The WMP estimates the City’s ultimate sewer treatment capacity
required for the currently planned build out condition will be 29.89 MGD. However, the treatment capacity
requirement could be as low as 18.4 MGD using a generation rate based on limited metered flow data. The reduction
in flow can be attributed, in part, to lowered use due to the increase in the cost of water, a switch to consumption‐
based rates in 2004, combined with on‐going water conservation efforts. The City’s buildout sewer capacity needs are
projected to be between the WMP and the current metered flow estimate. The Wastewater Engineering Section will
continue to track water usage trends, changes in land use and population projections to validate current generation
rates and project the ultimate need for the City. An update to the WMP is planned for FY 22 which will
include an evaluation of the projected build out sewer needs.
The following figure illustrates the City’s current trunk sewer network, which conveys flows to the San Diego Metro
trunk sewer (shown in red). Some of the City’s sewer lines are used by the County of San Diego (County) and some of
the County’s sewer pipelines are used by the City and coordinated through transportation agreements. The City has
an existing transportation agreement with the County to use the Spring Valley Trunk sewer (shown in green). An
additional transportation agreement is currently being processed that would allow County sewer to flow through the
Salt Creek trunk (shown in cyan) from the County’s Villages located to the east of the City.
City’s Current Trunk Sewer Network
REVENUES
The Sewer Fund derives the majority of its revenue from various service charges that are collected from system users.
This fund also derives revenues from other sources such as permit fees for new connections to the sewer system,
interest earnings from investments, development impact fees, transfers from other funds designated to support
Sewer fund operations. Other revenues include revenue reimbursements from other city funds and various service
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FY2022 City of Chula Vista Proposed Budget
charges. There were no changes to the revenue amounts for the fiscal year 2022 budget compared to the FY2021
Adopted Budget.
Sewer Fund revenues are summarized in the following table:
Sewer Fund Revenues
Category
FY2021
ADOPTED
FY2022
PROPOSED Change % Change
Licenses and Permits 40,000$ 40,000$ ‐$ 0.0%
Use of Money & Property 51,726$ 657,726$ 606,000$ 1171.6%
Charges for Services 33,925,000$ 40,770,000$ 6,845,000$ 20.2%
Other Revenue 415,000$ 5,000$ (410,000)$ ‐98.8%
Transfers In 150,000$ 150,000$ ‐$ 0.0%
Total Revenues 34,581,726$ 41,622,726$ 7,041,000$ 20.4% Note: Revenue amounts include Sewer Operating Funds: 411, 413, 414, and 428. Note that Fund 430 is not included.
EXPENDITURES
Sewer fund operations and capital project programming contain no General Fund contributions. Sewer fund
operations and capital programming costs are offset by fees paid by residential and non‐residential users. In addition,
other revenue sources generated within the Sewer Fund through normal operations that fund 42.0 permanent
positions that are contained in the fiscal year 2022 Proposed Budget.
The City continues to focus on its Annual Sewer Rehabilitation Program, which expends approximately $1,000,000 to
$2,000,000 annually for the replacement and rehabilitation of sewer pipes, manholes, lift stations, access roads, and
other sewer system components. The City utilizes standardized evaluation and ranking criteria to inspect and evaluate
the condition of the entire system to prioritize sewer infrastructure for replacement or rehabilitation.
In order to ensure the future adequacy of the sewer funds, the City Council has adopted the sewer rate case study
that set the sewer rates, which went into effect July 2014 and remains in effect until further action. One of the issues
considered of significant impact to the sewer rates for the City is the Point Loma Treatment Plant (PLTP) Secondary
Treatment Waiver. In 2010, the City of San Diego was successful in obtaining a five‐year waiver that allowed the
continued operation of the PLTP at an advance primary level of sewer treatment before discharging into the ocean.
The application for the last waiver was submitted in 2015. The Waiver was approved in April 2017 by the Regional
Water Quality Control Boards (RWQCB) and the Environmental Protection Agency (EPA). Expensive infrastructure
investments are being implemented as a condition of the waiver.
In fiscal year 2008 the City transitioned its Sewer funds from ‘special revenue’ funds to ‘enterprise’ funds. Enterprise
funds may be used to report any activity for which a fee is charged to external users for goods or services and are
appropriate in situations wherein there is either a legal requirement or policy decision to recover costs of providing
services for an activity. This change complies with the Government Finance Officers Association (GFOA)
recommended accounting structure, should the City decide to issue bonds for capital improvements solely
guaranteed by sewer fees and charges in the future.
City staff expenditures incurred supporting wastewater system maintenance and operations are funded by the Sewer
Service fund through a combination of direct expenditures and inter‐fund transfers. Positions 100 percent funded by
Sewer funds are budgeted directly in the Sewer fund. The remaining support staff is budgeted in either the General or
Development Services Funds. These position costs are partially offset via inter‐fund transfers. All supplies, services
and utilities budgets associated with supporting the wastewater system are also budgeted in the Sewer Service Fund
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in fiscal year 2022.
CAPITAL IMPROVEMENT PROJECTS
The second highest commitment of CIP funding is for the Wastewater Management System (WMS). The appropriation
for Wastewater projects is $4.1 million which represents 10.50% of the adopted CIP budget. The capital projects are
done through the use of enterprise funds coming from the Sewerage Facilities Replacement Fund.
Sewer Projects
Approximately $3.4 million is programmed to upsize sections of pipeline that has reached its capacity at
strategic locations within the collection system.
Projects to repair, renew and/or replace sewer pipe and manholes within the collection system is
programmed at a cost of $350,000.
The last Wastewater Master Plan was completed in 2014. Funding of $200,000 is planned for an update to
ensure appropriate capacity within the collection system and wastewater generation rates are represented.
Additional funds of $174,000 are being added to an existing project to upgrade the Aqua Vista Pump Station.
Sewer Fund expenditures are summarized in the table below.
Sewer Fund Expenditures
Category
FY2021
ADOPTED
FY2022
PROPOSED Change % Change
Personnel Services 4,859,667$ 4,298,727$ (560,940)$ ‐11.5%
Supplies and Services 28,581,177$ 28,636,854$ 55,677$ 0.2%
Other Expenses 75,000$ 225,000$ 150,000$ 200.0%
Capital 1,392,900$ 1,393,473$ 573$ 0.0%
Utilities 331$ 331$ ‐$ 0.0%
Internal Service Charges 316,705$ 320,075$ 3,370$ 100.0%
Transfers Out 3,448,234$ 4,513,235$ 1,065,001$ 30.9%
CIP Project Expenditures 2,650,000$ 2,754,000$ 104,000$ 3.9%
Non‐CIP Project Expenditures 64,600$ 64,600$ ‐$ 100.0%
Total Expenditures 41,388,614$ 42,206,295$ 817,681$ 2.0% Note: Expenditure amounts include Sewer Operating Funds: 411, 413 414, and 428. Note that Fund 430 is not included.
FUND DESCRIPTIONS
Fund 411: Sewer Income Fund
This fund is used to account for all revenues collected to recover the City’s costs incurred constructing the public
wastewater system. The funds are collected from new properties receiving a permit to connect to the City’s
wastewater collection system. The owner or person making the application for connection pays fees to the City as
designated in the master fee schedule. All funds received may be used only for the acquisition, construction,
reconstruction, maintenance and operation of sanitation or sewerage facilities, or to reimburse a subdivider or
any person who has constructed sewer facilities benefiting other properties. The fund may also be used to
reimburse the City for any expense incurred in connection with the construction and installation of any sewer
facility including engineering work and acquisition of rights‐of‐way.
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Fund 413: Trunk Sewer Capital Reserve Fund
The Trunk Sewer Capital Reserve Fund is used to account for the revenue derived from the sewer capacity
charges or sewerage facility participation charges. The funds are collected from new properties or existing
facilities to account for increases in sewer flow. All funds received may be used for the planning, design, or
construction of sewerage collection or treatment or water reclamation purposes.
Fund 414: Sewer Service Revenue Fund
The Sewer Service Revenue Fund is used to account for all monies collected from the monthly sewer service
charge. Monies in this fund may be used for any and all sewer related activities. The primary use of these funds is
the payment of the City’s annual San Diego Metropolitan Sewer Capacity and Maintenance fees and to pay the
operational costs of the ‘in‐city’ sewer collection system.
Fund 428: Sewer Facility Replacement Fund
A portion of the revenues derived from the monthly sewer service charge is deposited into the Sewerage
Facilities Replacement Fund. Monies in this fund are used solely for the purpose of paying the cost of
refurbishment and/or replacement of structurally deficient sewerage facilities including related evaluation,
engineering, and utility modification costs.
The City Council can appropriate the funds for another purpose provided such purpose is for the construction,
maintenance, or operation of sewers or incidental thereto, including any charge for its collection.
Funds 430: Sewer Development Impact Fee Funds
These fees are levied against new development in specific areas of the City, based upon the sewer facility their
project will impact. The monies collected are used to fund construction of public improvements designed to
increase the capacity of the subject facilities, allowing the City to maintain service levels with increased demand.
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 5,301,757 4,469,275 4,859,667 4,298,727
Supplies and Services 24,518,707 27,282,969 28,581,177 28,636,854
Other Expenses 6,743,952 6,820,616 75,000 225,000
Other Capital 241,438 439,746 1,392,900 1,393,473
Utilities 149 130 331 331
Internal Service Charges 380,135 369,878 316,705 320,075
Transfers Out 3,189,809 3,298,837 3,448,234 4,513,235
CIP Project Expenditures 100,370 (209,312) 2,650,000 2,754,000
Non-CIP Project Expenditures 5,311 - 64,600 64,600
TOTAL EXPENDITURES 40,481,626$ 42,472,140$ 41,388,614$ 42,206,295$
REVENUES
Licenses and Permits (29,470) (48,390) (40,000) (40,000)
Use of Money and Property (4,366,143) (5,235,157) (51,726) (657,726)
Revenue from Other Agencies - (14,429) - -
Charges for Services (44,197,191) (44,751,310) (33,925,000) (40,770,000)
Other Revenue (380,866) (174,878) (415,000) (5,000)
Transfers In (150,000) (150,000) (150,000) (150,000)
TOTAL REVENUES (49,123,670)$ (50,374,163)$ (34,581,726)$ (41,622,726)$
NET PROGRAM EXPENDITURES (8,642,043)$ (7,902,023)$ 6,806,888$ 583,569$
SEWER FUNDS (411 - 428)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
411-Sewer Income 1,724 2,081 - 1,280
413-Trunk Sewer Capital Reserve 5,467,793 5,268,859 - 185,835
414-Sewer Service Revenue 34,565,306 36,815,184 38,588,614 39,107,486
428-Sewer Facility Replacement 446,803 386,016 2,800,000 2,911,694
TOTAL EXPENDITURES 40,481,626$ 42,472,140$ 41,388,614$ 42,206,295$
REVENUES
411-Sewer Income (75,800) (82,661) - -
412-Special Sewer (11) (10) - -
413-Trunk Sewer Capital Reserve (6,422,339) (6,255,628) - (3,606,000)
414-Sewer Service Revenue (40,253,177) (41,146,231) (33,125,000) (35,715,000)
428-Sewer Facility Replacement (2,372,342) (2,889,633) (1,456,726) (2,301,726)
TOTAL REVENUES (49,123,670)$ (50,374,163)$ (34,581,726)$ (41,622,726)$
NET PROGRAM EXPENDITURES (8,642,043)$ (7,902,023)$ 6,806,888$ 583,569$
SEWER FUNDS (411 - 428)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services - 24,406 120,000 120,000
Other Expenses 495,865 485,638 760,490 569,490
Transfers Out - - 200,000 2,740
CIP Project Expenditures - 744 - 1,353,000
TOTAL EXPENDITURES 495,865$ 510,788$ 1,080,490$ 2,045,230$
REVENUES
Use of Money and Property (168,483) (177,591) (647,000) -
Charges for Services (1,265,579) (834,494) (2,160,000) (643,000)
Transfers In - - (200,000) -
TOTAL REVENUES (1,434,061)$ (1,012,085)$ (3,007,000)$ (643,000)$
NET PROGRAM EXPENDITURES (938,196)$ (501,297)$ (1,926,510)$ 1,402,230$
SEWER DIF FUNDS (430)
FUND SUMMARY
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FY2022 City of Chula Vista Proposed Budget
FLEET FUND
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FY2022 City of Chula Vista Proposed Budget
Fleet Fund
The Fleet Fund is an internal service fund, which like
other internal service funds is used to finance and
account for goods, special activities, and services
performed by one City department for other City
departments on a cost reimbursement basis. The
Fleet Management fund consists of two functions,
Central Garage Operations and Equipment
Replacement. Funds are collected on an annual basis
through each affected department’s operating
budget and deposited in the Fleet Management Fund.
The Central Garage Operations function maintains
the City’s fleet of vehicles, both through City
equipment mechanics and through contracts with
local vendors for more specialized maintenance work,
such as major transmission repairs. All City vehicles
are maintained by the Central Garage, these vehicles include those associated with safety services, streets and sewers,
parks and open space, building and housing and, the library. Services provided include maintenance and repair of the
vehicles, vehicle fuel, and other specialized services not directly related to any single vehicle.
With the approval of Measure P, Fleet has been able to address the replacement of many older vehicles that had
reached the end of their useful life. The replacement of the vehicles has generated new workload (ordering and
outfitting vehicles) as vehicles had not been replaced at this rate in prior years; the new vehicles reduce maintenance
costs and provide reliable vehicles for service delivery. Fleet staff is also working on an upgrade to the fleet management
system software and an RFP for the replacement of the fuel management system.
As part of the City’s goal to reduce greenhouse emissions, the City has a fleet of approximately 40 electric vehicles with
the corresponding charging stations to support those vehicles. The electric vehicles help reduce maintenance costs
while making a positive impact to the environment.
REVENUES
Revenues in the Fleet Fund come directly from affected departments within the City through vehicle maintenance
charges. These charges are based on the actual vehicles that reside within a department and include costs ranging from
routine (oil changes, preventive maintenance) to major (transmission repair), as well as fuel costs.
Most vehicle replacement costs will be funded by Measure P sales tax revenues. Approximately $6.1 million is allocated
in the fiscal year 2022 Proposed Budget for the replacement of public safety and non‐public safety vehicles within the
Measure P Fund.
For fiscal year 2022, the proposed revenue budget for the Fleet Fund is $4.2 million. The increase of revenues over the
fiscal year 2021 Adopted Budget are due to an increase in the size of the fleet.
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Fleet Fund Revenues
CATEGORY
FY 2021
ADOPTED
FY 2022
PROPOSED CHANGE % CHANGE
Charges for Services 35,000$ 85,000$ 50,000$ 142.9%
Other Revenue 3,549,317$ 3,862,265$ 312,948$ 8.8%
Transfers In 218,942$ 231,982$ 13,040$ 6.0%
Total 3,803,259$ 4,179,247$ 362,948$ 9.5%
EXPENDITURES
The Fleet fund’s expenditures include costs to maintain City vehicles, as well as repair and replace equipment (motor
vehicles, mowers, generators, equipment trailers, etc.) throughout the City. As discussed in the revenue summary
above, these costs are then allocated back to the affected departments based on several factors such as the number of
vehicles/equipment, repair history, and fuel usage.
The fiscal year 2022 Proposed Budget for Fleet Management is $3.9 million. This amount includes funding for the
necessary resources that will be required to sustain operations for service, repairs, and to fuel the City’s fleet in fiscal
year 2022.
Fleet Fund Expenditures
CATEGORY
FY 2021
ADOPTED
FY 2022
PROPOSED CHANGE % CHANGE
Personnel Services 935,492$ 1,085,588$ 150,096$ 16.0%
Supplies and Services 2,279,100$ 2,460,100$ 181,000$ 7.9%
Other Expenses 400$ 400$ ‐$ 0.0%
Utilities 131,090$ 131,090$ ‐$ 0.0%
Internal Service Charges 21,748$ 21,979$ 231$ 1.1%
Transfers Out 41,524$ 244,991$ 203,467$ 0.0%
Total 3,409,354$ 3,944,148$ 534,794$ 15.7%
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 584,562 656,071 935,492 1,085,588
Supplies and Services 2,403,469 2,336,678 2,279,100 2,460,100
Other Expenses 243,078 192,096 400 400
Utilities 140,978 86,949 131,090 131,090
Internal Service Charges 31,335 43,305 21,748 21,979
Transfers Out - 41,833 41,524 244,991
TOTAL EXPENDITURES 3,426,816$ 3,583,946$ 3,409,354$ 3,944,148$
REVENUES
Use of Money and Property (13,213) (520) - -
Charges for Services (40,484) (253,408) (35,000) (85,000)
Other Revenue (3,822,890) (3,405,289) (3,549,317) (3,862,265)
Transfers In - (218,942) (218,942) (231,982)
TOTAL REVENUES (3,876,588)$ (3,878,344)$ (3,803,259)$ (4,179,247)$
NET FUND ACTIVITY (449,772)$ (294,399)$ (393,905)$ (235,099)$
FLEET MANAGEMENT (391)
SUMMARY OF DEPARTMENT RESOURCES
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
391-Central Garage Fund 3,185,380 3,192,852 3,409,354 3,944,148
394-Vehicle Replacement Fund 241,436 391,094 - -
TOTAL EXPENDITURES 3,426,816$ 3,583,946$ 3,409,354$ 3,944,148$
REVENUES
391-Central Garage Fund (3,518,288) (3,659,402) (3,584,317) (3,947,265)
394-Vehicle Replacement Fund (358,299) (218,942) (218,942) (231,982)
TOTAL REVENUES (3,876,588)$ (3,878,344)$ (3,803,259)$ (4,179,247)$
NET FUND ACTIVITY (449,772)$ (294,399)$ (393,905)$ (235,099)$
FLEET MANAGEMENT
SUMMARY OF DEPARTMENT RESOURCES
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CAPITAL PROJECT FUNDS
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FY2022 City of Chula Vista Proposed Budget
Capital Project Funds
Capital Projects Funds account for resources used for the acquisition and construction of capital facilities by the City,
with the exception of those assets financed by proprietary funds.
ASSESSMENT DISTRICT IMPROVEMENT FUNDS
These funds were established as depositories for monies received from issuance of bonds for various assessment
districts. The monies are used to finance the construction of public works improvements in the related districts.
Included in this group are funds 501 through 518.
DEVELOPMENT IMPACT FEES (DIF)
These funds were established as depositories for various development impact fees. The fees are levied against all new
development in the City in order to pay for the construction or improvement of public facilities as a result of City
growth. Included in this group are the following funds:
Fund 542: Drainage Development Impact Fee
This fee is levied against new development in specific areas of the City, based upon the drainage facility their
project will generate an impact on. The monies collected are used to fund construction of public improvements
designed to increase the capacity of the subject facilities, allowing the City to maintain service levels with
increased demand.
Funds 560: Public Facilities Development Impact Fees
The Public Facilities Development Impact Fee (PFDIF) is levied against new development throughout the City to
mitigate the impacts of growth on the City’s public services. The monies collected are used in the construction of
new, and renovation of existing, public facilities.
Fund 580: Pedestrian Bridge DIF
The Otay Ranch Pedestrian Bridge DIF is levied against all new development in Otay Ranch Villages 1, 2, 5, 6, and
11 to fund the construction of pedestrian bridge improvements, as necessitated by growth in these villages.
Fund 590: Transportation Development Impact Fee
The Transportation Development Impact Fee (TDIF) is levied against all new development in the City to fund the
construction of transportation improvements, as necessitated by growth in the City.
OTHER TRANSPORTATION FUNDS
Included as a part of this group are the following:
Fund 723: Bicycle Facilities
This fund is a depository for local Transportation Development Act funds, Article 3.0, received from the County
for bicycle related programs.
Fund 725: Industrial Development Authority
The Industrial Development Authority (IDA) is a conduit‐issuer of bonds, formed in February 1982 (Ordinance
1970) by the City of Chula Vista City Council. The IDA enables bonds to be issued with a tax‐exempt status, but
does not pledge City funds to repay the bond issues. The City can issue and sell bonds to provide financial
assistance that has a public benefit for the acquisition, construction and installation of facilities for industrial,
commercial, business or public utility purposes.
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Fund 735: Transportation Partnership
This fund is a depository for the revenues received from the State and Local Transportation Partnership Program.
Funds must be spent on street purposes.
Fund 736: Other Transportation Programs
This fund accounts for other miscellaneous Federal and State transportation grants received by the City.
Fund 741: Proposition 1B Highway Safety
This fund is a depository for revenues received from the State government under Proposition 1B (The Highway
Safety, Traffic Reduction, Air Quality, and Port Security Act), as approved by voters in the November 2006 general
election. Funds must be spent on street purposes.
MISCELLANEOUS CAPITAL IMPROVEMENT PROGRAM FUNDS
Included as part of this group are the following:
Fund 713: Capital Improvement Fund
The Capital Improvement Fund is used to account for general purpose capital projects funded primarily from
General Fund. Funds are utilized to account for resources used for the acquisition and construction of capital
facilities by the City.
Fund 715: Park Acquisition and Development (East)
This fund is a depository for fees collected from subdividers for the purpose of providing park and recreational
facilities directly benefiting and serving the residents of the regulated subdivision east of the 805. These funds are
collected pursuant to Chapter 17.10 of the Chula Vista Municipal Code, in accordance with authority granted by
Section 66477 of the California Government Code.
Fund 716: Park Acquisition and Development (West)
This fund is a depository for fees collected from subdividers for the purpose of providing park and recreational
facilities directly benefiting and serving the residents of the regulated subdivision west of the 805. These funds
are collected pursuant to Chapter 17.10 of the Chula Vista Municipal Code, in accordance with authority granted
by Section 66477 of the California Government Code.
Fund 717: Residential Construction Tax
This fund is a depository for fees levied for the construction, replacement, or conversion of all dwelling units
within the City including hotels and motels, collected pursuant to Chapter 3.32 of the Chula Vista Municipal Code.
Fund 725: Industrial Development Authority
The Industrial Development Authority (IDA) is a conduit‐issuer of bonds, formed in February 1982 (Ordinance
1970) by the City of Chula Vista City Council. The IDA enables bonds to be issued with a tax‐exempt status, but
does not pledge City funds to repay the bond issues. The City is able to issue and sell bonds to provide financial
assistance that has a public benefit for the acquisition, construction and installation of facilities for industrial,
commercial, business or public utility purposes.
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Other Expenses 545 954 - -
Transfers Out 42 - - -
TOTAL EXPENDITURES 587$ 954$ -$ -$
REVENUES
Use of Money and Property (37,932) (41,564) - -
Other Revenue (2) (2,395) - -
TOTAL REVENUES (37,934)$ (43,958)$ -$ -$
NET FUND ACTIVITY (37,347)$ (43,004)$ -$ -$
ASSESSMENT DISTRICTS IMPROVEMENT FUNDS (507 - 518)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
511-OV Rd Fee Recovery District 545 954 - -
517-AD2004-1 Dixon Drive 42 - - -
TOTAL EXPENDITURES 587$ 954$ -$ -$
REVENUES
507-Otay Valley Rd AD 90-2 Impvt (3,076) (3,511) - -
508-Assessment District 97-2 (6,951) (156) - -
511-OV Rd Fee Recovery District (27,972) (37,909) - -
512-EL Greens II AD 94-1 Imprvmnt 68 60 - -
518-AD2005-1 Tobias Drive (3) (2,442) - -
TOTAL REVENUES (37,934)$ (43,958)$ -$ -$
NET FUND ACTIVITY (37,347)$ (43,004)$ -$ -$
ASSESSMENT DISTRICTS IMPROVEMENT FUNDS (507 - 518)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 7,919 15,704 57,000 57,000
Other Expenses 894,717 1,216,519 1,250,641 1,925,733
Other Capital 199,149 118,125 - -
Transfers Out 4,639,183 5,344,920 6,400,933 5,218,847
CIP Project Expenditures 3,349,260 2,459,803 611,000 1,030,000
Non-CIP Project Expenditures - - 15,000 15,000
TOTAL EXPENDITURES 9,090,229$ 9,155,070$ 8,334,574$ 8,246,580$
REVENUES
Use of Money and Property (2,242,068) (2,595,967) (186,085) (180,000)
Charges for Services (16,089,392) (8,822,525) (15,546,600) (13,922,000)
Transfers In (107,415) (151,045) (1,186,045) -
TOTAL REVENUES (18,438,875)$ (11,569,537)$ (16,918,730)$ (14,102,000)$
NET FUND ACTIVITY (9,348,647)$ (2,414,467)$ (8,584,156)$ (5,855,420)$
DEVELOPMENT IMPACT FEES FUNDS
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
542-Drainage DIF 215,932 42,069 10,000 12,357
560-Public Facilities DIF 5,578,898 7,363,445 6,917,529 6,561,410
580-Pedestrian Bridge DIFs 24,047 43,774 95,000 98,813
590-Transportation DIFs 3,271,351 1,705,782 1,312,045 1,574,000
TOTAL EXPENDITURES 9,090,229$ 9,155,070$ 8,334,574$ 8,246,580$
REVENUES
542-Drainage DIF (143,727) (151,583) - -
560-Public Facilities DIF (10,273,973) (7,351,768) (13,516,045) (9,188,000)
580-Pedestrian Bridge DIFs (283,256) (285,046) (700,000) (584,000)
590-Transportation DIFs (7,737,919) (3,781,140) (2,702,685) (4,330,000)
TOTAL REVENUES (18,438,875)$ (11,569,537)$ (16,918,730)$ (14,102,000)$
NET FUND ACTIVITY (9,348,647)$ (2,414,467)$ (8,584,156)$ (5,855,420)$
DEVELOPMENT IMPACT FEES FUNDS
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 16,557 - 50,000 50,000
Other Expenses 561,554 261,356 286,669 260,000
Transfers Out 931,912 666,547 719,353 740,217
CIP Project Expenditures 6,656,731 1,790,791 202,052 847,041
TOTAL EXPENDITURES 8,166,754$ 2,718,694$ 1,258,074$ 1,897,258$
REVENUES
Use of Money and Property (1,702,763) (1,810,775) (226,669) (200,000)
Charges for Services (780,194) (887,899) (1,500,000) (350,000)
Other Revenue (1,754,876) (982,088) (325,505) (325,505)
Transfers In - (715,000) (50,000) (50,000)
TOTAL REVENUES (4,237,833)$ (4,395,761)$ (2,102,174)$ (925,505)$
NET FUND ACTIVITY 3,928,921$ (1,677,067)$ (844,100)$ 971,753$
MISCELLANEOUS CIP FUNDS
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
713-Capital Improvement Projects 6,731,569 1,793,143 202,052 1,308
715-Parkland Acquisition & DevFees 338,632 33,977 85,000 952,706
716-Western-Park Acquisition & Dev 239,641 225,028 301,669 276,149
717-Residential Construction Tax 856,912 666,547 669,353 667,095
TOTAL EXPENDITURES 8,166,754$ 2,718,694$ 1,258,074$ 1,897,258$
REVENUES
713-Capital Improvement Projects (1,726,590) (1,656,557) - -
715-Parkland Acquisition & DevFees (1,856,979) (2,356,402) (1,776,669) (550,000)
716-Western-Park Acquisition & Dev (423,060) (179,646) - (50,000)
717-Residential Construction Tax (231,204) (203,156) (325,505) (325,505)
TOTAL REVENUES (4,237,833)$ (4,395,761)$ (2,102,174)$ (925,505)$
NET FUND ACTIVITY 3,928,921$ (1,677,067)$ (844,100)$ 971,753$
MISCELLANEOUS CIP FUNDS
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Transfers Out 107,415 - - -
CIP Project Expenditures 8,484,914 2,276,137 - 227,500
TOTAL EXPENDITURES 8,592,329$ 2,276,137$ -$ 227,500$
REVENUES
Use of Money and Property 58,084 (25) - -
Revenue from Other Agencies (7,970,191) (2,081,878) - (227,500)
TOTAL REVENUES (7,912,107)$ (2,081,903)$ -$ (227,500)$
NET FUND ACTIVITY 680,222$ 194,234$ -$ -$
OTHER TRANSPORTATION FUNDS
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
736-Other Transportation Program 8,592,329 2,276,137 - 227,500
TOTAL EXPENDITURES 8,592,329$ 2,276,137$ -$ 227,500$
REVENUES
723-Bicycle Facilities Fund 28 - - -
735-Transportation Partnership (3) (2) - -
736-Other Transportation Program (7,912,107) (2,081,878) - (227,500)
741-Prop 1B Highway Safety (24) (21) - -
TOTAL REVENUES (7,912,106)$ (2,081,901)$ -$ (227,500)$
NET FUND ACTIVITY 680,224$ 194,236$ -$ -$
OTHER TRANSPORTATION FUNDS
FUND DETAIL
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FY2022 City of Chula Vista Proposed Budget
DEBT SERVICE FUNDS
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FY2022 City of Chula Vista Proposed Budget
Debt Service Funds
The debt service requirement for the City, Public Financing Authority and Municipal Financing Authority is $37.4 million
for fiscal year 2022. Successor Agency to the Redevelopment Agency debt is reported in the “Debt Administration”
section of the budget. The $37.4 million are the required payments for the debt per the amortization schedules;
however, the amounts budgeted or actually paid are usually less due to funds available with the trustee as a result of
interest earnings or excess cash in the various debt service funds that reduce the required cash outlay budgeted for the
annual payment of the debt.
Debt service payments are made from various City and Funds in accordance with the legal documents governing each
borrowing. Present debt is in the form of Certificates of Participation, Lease Revenue Bonds, Pension Obligation Bonds,
Long Term Notes and Lease‐Purchase Obligations. Debt has been issued by the City to pay all of the City’s currently
unamortized, unfunded accrued actuarial liability to CalPERS and to finance a wide variety of projects, including the
construction of the Public Works Center, the Police Facility, parking facilities, refurbishment of the Chula Vista Shopping
Mall, property acquisitions, building remodeling, and equipment and software acquisition.
Annual debt service costs are funded by the General Fund and Public Facilities Development Impact Fee Fund.
DEBT SERVICE – CITY FUND
Debt Service for City Fund accounts for the activities of the City’s bonds (not issued by the CV Public Financing Authority
or the CV Municipal Financing Authority), notes and capital leases. Debt service expenditures for the City Fund are
approximately $17.9 million offset by revenues of $17.9 million. To follow is a brief description of the City’s debt service
funds.
Fund 442: CDBG Section 108 Loan
In June of 2008, the City received a loan of $9.5 million from the U.S. Department of Housing and Urban
Development (HUD), under the Section 108 program. These funds will be repaid with a portion of the City’s annual
CDBG allocation, over the next 20 years. The funds will be used for the ‘Castle Park Infrastructure Project’. The
Section 108 loan is an ‘advance’ of future CDBG entitlement funds, and, as such, is repaid with a portion of the
City’s annual entitlement.
On November 27, 2018, the City received notice from HUD regarding the opportunity to refinance the existing loan
with a lower interest rate. On December 6, 2018, the City notified HUD of its election to redeem the current note.
The City signed the agreement for the refinancing on January 23, 2019. This refinancing resulted in cost savings to
the City from lower interest rates received during the remaining life of the loan.
Fund 451: Long‐Term Debt City of Chula Vista
In February of 2021, the City issued the 2021 Pension Obligation Bonds in the amount of $350,025,000 to refund
all or a portion of the Miscellaneous and Safety plans Unfunded Actuarial Liability (UAL) based on the CALPERS
Actuarial Valuation as of June 30, 2019. The source of repayment is from the General Fund and other City funds
over the remaining life of the bonds. The term of the bonds is through calendar year 2045.
Future pension liabilities will be addressed by the City’s Section 115 Trust that has been specifically established for
future pension related liabilities.
Fund 452: Capital Leases
This fund was established to account for the lease/purchase of the Fire Department’s apparatuses, the Police
Department’s Mobile Data Computers, and Energy Conservation equipment.
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FY2022 City of Chula Vista Proposed Budget
In December 2012, the City entered into a lease purchase agreement with Banc of America to purchase certain
energy conservation equipment. The agreement would bridge the financial gap between the Municipal Streetlight
Retrofit Project capital costs and the available rebates for energy conservation equipment.
In November 2015, the City entered into a lease purchase agreement with PNC Equipment Finance for the
acquisition of two Pierce Arrow XT Triple Combination Pumper/Fire Engines. In 2018, it was decided that this lease
would be paid out of the revenues from the newly adopted tax increase known as Measure P.
In August 2016, the City entered into a lease purchase agreement with JP Morgan Chase Bank, N.A. for the
acquisition of one Pierce Fire Engine. In 2018, it was decided that this lease would be paid out of the revenues from
the newly adopted tax increase known as Measure P.
In October 2019, the City entered into a Capital Lease Agreement with DELL Financial Services for 120 Mobile Data
Computers.
Fund 453: Energy Loan Repayment
This fund accumulates payment of principal and interest on a loan obtained through the California Energy
Commission to fund various energy conservation capital projects.
On July 23, 2013, the City Council authorized a 16‐year lease purchase agreement with Banc of America to fund
various solar energy projects for City facilities. The original amount of the loan was $2,121,500 and will be repaid
through future energy savings.
DEBT SERVICE – CHULA VISTA PUBLIC FINANCING AUTHORITY
The Chula Vista Public Financing Authority (PFA) formed in April 1995 to provide for financing of acquisition,
construction and improvement of public capital improvements. The PFA has been used to issue Certificates of
Participation on behalf of the City.
Debt service expenditures for the PFA are approximately $6.8 million with offsetting revenues of $6.8 million. To follow
is a brief description of the Chula Vista PFA ‐ debt service funds.
Fund 472: 2004 Certificates of Participation – Civic Center Project – Phase I
In August 2004, the Public Financing Authority issued the 2004 COP in the amount of $37,240,000 to finance the
construction and equipping of certain improvements to the Civic Center complex and to provide funds for
infrastructure improvements in western Chula Vista. The source of repayment of the certificates is the lease
payments to be made by the General Fund and PFDIF to the Public Financing Authority. The 2004 COPs were
refunded in September 2015.
Fund 473: 2006 Certificates of Participation – Civic Center Project – Phase II
In March 2006, the Public Financing Authority issued the 2006 COP in the amount of $20,325,000 to finance the
construction and equipping of additional improvements to the Civic Center complex and for the renovation of the
City’s Nature Center. The 2006 COPs were refunded in July 2016.
Fund 474: 2010 COP Refinance – Corporation Yard and Civic Center Phase III)
In February 2010, the Public Financing Authority issued the 2010 COP in the amount of $29,355,000 to refinance
the outstanding $15,640,000 principal balance of the 2000 Certificate of Participation and to finance certain capital
improvement projects. The source of repayment of the certificates is the lease payments to be made by the General
Fund and PFDIF to the Public Financing Authority. The 2010 COPs were refunded in July 2016.
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FY2022 City of Chula Vista Proposed Budget
Fund 475: 2014 Refunding Certificates of Participation
In March 2014, the Public Financing Authority issued the 2014 COP in the amount of $45,920,000 to refinance the
outstanding principal balance of the 2002 Certificates of Participation. The source of repayment of the certificates
is the lease payments to be made by the General Fund and PFDIF to the Public Financing Authority. The term of the
certificates is through calendar year 2032.
Fund 476: 2015 Refunding Certificates of Participation
In September 2015, the Public Financing Authority issued the 2015 COP in the amount of $34,330,000 to refinance
the outstanding principal balance of the 2004 Certificates of Participation and to refinance part of the outstanding
principal balance of the 2006 Certificates of Participation. The source of repayment of the certificates is the lease
payments to be made by General Fund and PFDIF to the Public Financing Authority. The term of the certificates is
through calendar year 2034.
Fund 477: 2016 Refunding Certificates of Participation
In July 2016, the Public Financing Authority issued the 2016 COP in the amount of $8,600,000 to refinance the
outstanding principal balance of the 2006 Certificates of Participation. The source of repayment of the certificates
is the lease payments to be made by General Fund and PFDIF to the Public Financing Authority. The term of the
certificates is through calendar year 2036.
DEBT SERVICE – CHULA VISTA MUNICIPAL FINANCING AUTHORITY
The Chula Vista Municipal Financing Authority (MFA) formed in June 2013 to provide for financing or refinancing for
the acquisition, construction and improvement of public capital improvements. The MFA has been used to issue Lease
Revenue Refunding Bonds on behalf of the City.
To follow is a brief description of the Chula Vista MFA debt service funds.
Fund 478: 2016 Lease Revenue Refunding Bonds
In July 2016, the Municipal Financing Authority issued the 2016 LRRB in the amount of $25,885,000 to refinance
the outstanding principal balance of the 2010 Certificates of Participation. The source of repayment of the LRRBs
is the lease payments to be made by General Fund and PFDIF to the Municipal Financing Authority. The term of the
lease is through calendar year 2033.
Fund 220: 2017 Lease Revenue Bonds Series
In July 2017, the Municipal Financing Authority issued the 2017 Lease Revenue Bonds in the amount of $61,355,000
to finance critical City infrastructure, facilities, and equipment. The source of repayment of the 2017 Lease Revenue
Bonds is revenue generated from the citizen‐approved Measure P Sales tax. The term of the issuance is through
calendar year 2027.
Fund 479: Lease Revenue Bonds Series 2017A & Series 2017B
In December 2017, the Municipal Financing Authority issued the 2017 LRB Series A in the amount of $12,045,000
and the 2017 LRB Series B in the amount of $1,085,000 to finance photovoltaic energy systems at various City
facilities. The source of repayment of the LRB is the lease payments to be made by General Fund to the Municipal
Financing Authority. The term of the Series 2017A lease is through calendar year 2048 and the term of the Series
2017B lease is through calendar year 2028.
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Other Expenses 1,659,811 1,415,660 1,683,496 17,970,329
Transfers Out 67,448 - - -
TOTAL EXPENDITURES 1,727,258$ 1,415,660$ 1,683,496$ 17,970,329$
REVENUES
Use of Money and Property (4,092) (3,561) - -
Other Revenue (34,786) (29,585) (281,930) (276,300)
Transfers In (1,702,561) (1,386,215) (1,415,165) (17,707,628)
TOTAL REVENUES (1,741,438)$ (1,419,361)$ (1,697,095)$ (17,983,928)$
NET FUND ACTIVITY (14,180)$ (3,701)$ (13,599)$ (13,599)$
DEBT SERVICE - CITY FUNDS (442 - 453)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
442-CDBG Section 108 Loan 763,126 596,563 633,650 644,747
451-Long Term Debt - City of CV - - - 16,287,164
452-Equipment Lease Fund 343,882 331,842 552,671 546,771
453-Energy Conservation Loans 620,251 487,255 497,175 491,647
TOTAL EXPENDITURES 1,727,258$ 1,415,660$ 1,683,496$ 17,970,329$
REVENUES
442-CDBG Section 108 Loan (763,126) (596,563) (633,650) (644,747)
451-Long Term Debt - City of CV 41 - - (16,287,164)
452-Equipment Lease Fund (329,084) (335,543) (308,271) (302,371)
453-Energy Conservation Loans (649,270) (487,255) (755,174) (749,646)
TOTAL REVENUES (1,741,438)$ (1,419,361)$ (1,697,095)$ (17,983,928)$
NET FUND ACTIVITY (14,180)$ (3,701)$ (13,599)$ (13,599)$
DEBT SERVICE - CITY FUNDS (442 - 453)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 15,613 11,840 30,705 25,003
Other Expenses 9,483,825 9,585,250 9,594,856 9,613,237
TOTAL EXPENDITURES 9,499,438$ 9,597,090$ 9,625,561$ 9,638,240$
REVENUES
Use of Money and Property (167,764) (108,450) - -
Other Revenue (317,154) (317,252) (315,485) (315,200)
Transfers In (7,930,052) (9,273,347) (9,310,076) (9,323,040)
TOTAL REVENUES (8,414,969)$ (9,699,049)$ (9,625,561)$ (9,638,240)$
NET FUND ACTIVITY 1,084,468$ (101,959)$ -$ -$
DEBT SERVICE - PUBLIC FINANCING AUTHORITY (472 - 479)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
475-2014 COP Refunding 3,607,576 3,600,706 3,611,332 3,608,832
476-2015 Refunding COP 2,923,585 2,926,103 2,935,919 2,926,018
477-2016 Ref COP Civic Ctr/Nature 284,985 284,550 289,452 287,551
478-2016 LRRB PFDIF/COP 2,153,025 2,152,175 2,155,975 2,147,675
479-2017 CREBs LRBs 530,266 633,556 632,883 668,164
TOTAL EXPENDITURES 9,499,438$ 9,597,090$ 9,625,561$ 9,638,240$
REVENUES
475-2014 COP Refunding (2,500,083) (3,638,718) (3,611,332) (3,608,832)
476-2015 Refunding COP (2,975,410) (2,970,860) (2,935,919) (2,926,018)
477-2016 Ref COP Civic Ctr/Nature (298,511) (305,363) (289,452) (287,551)
478-2016 LRRB PFDIF/COP (2,133,080) (2,150,656) (2,155,975) (2,147,675)
479-2017 CREBs LRBs (507,885) (633,453) (632,883) (668,164)
TOTAL REVENUES (8,414,969)$ (9,699,049)$ (9,625,561)$ (9,638,240)$
NET FUND ACTIVITY 1,084,468$ (101,959)$ -$ -$
DEBT SERVICE - PUBLIC FINANCING AUTHORITY (472 - 479)
FUND DETAIL
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FY2022 City of Chula Vista Proposed Budget
OTHER FUNDS
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FY2022 City of Chula Vista Proposed Budget
Other Funds
The funds included in this section include miscellaneous Special Revenue and Internal Service funds. Special Revenue
Funds are used to account for proceeds derived from various revenue sources, which are legally restricted to
expenditures for specific purposes. Internal Service Funds are used to finance and account for goods, special activities,
and services performed by one City department for other City departments on a cost reimbursement basis. Internal
Service Funds account for the activities of worker’s compensation, insurance, and technology replacement.
To follow is a brief description of special revenue funds.
TRANSPORTATION FUNDS
Included in this group are the following funds:
Fund 221: Gas Tax
This fund accounts for the receipt and expenditure of all monies received from the State under Street and Highway
Code Sections 2103, 2105, 2106, 2107, 2107.5, and the Road Repair and Accountability Act of 2017 (Senate Bill 1).
The allocations must be spent for street maintenance or construction and a limited amount for engineering.
Historically, these monies were deemed highly restrictive insofar as expenditure, but with adoption of AB1502
effective January 1, 1978 most of the money can be used for any street purpose.
Fund 227: Transportation Sales Tax
This fund was established to account for the receipt and disbursement of all transportation sales tax (TransNet)
revenues for the City. In November 1987, San Diego County voters first approved the Transportation Program
(TransNet). In November of 2004, voters approved a 40‐year extension of the program, which funds transportation
improvements throughout the region via a half‐cent local sales tax. The City’s allocation of regional funds is based
upon population and the number of local street and road miles maintained by the City.
PARKING FUNDS
Included as part of this group are the following funds:
Fund 241: Parking Meter
Parking Meter Fund revenues are generated through two sources: coin deposits from parking meters located in the
downtown area, and parking citation payments for expired meter violations. These funds pay for the coin collection
and maintenance of the meters, the parking enforcement staff that monitors the downtown area, and general
upkeep and signage of the downtown parking lots.
Fund 243: Town Center I Parking
This fund is used to account for revenues from an in‐lieu parking fee. This in‐lieu parking fee applies to any
developer of a new commercial building or addition to an existing commercial building within the Downtown
Parking District. Use of monies in this fund is restricted to the purchase or development of parking sites.
PUBLIC SAFETY FUNDS
Included in this group are the following funds:
Fund 245: Traffic Safety
This fund is a depository for all monies derived from vehicle code fines, excluding parking violations. The fines are
collected through the County court system and remitted to the City monthly. These monies may be expended only
for traffic control devices and equipment and maintenance thereof or for the maintenance, improvement or
construction of public streets.
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LIBRARY/CULTURAL ARTS FUNDS
Included in this group are the following funds:
Fund 267: Permanent Endowments Fund
The Permanent Endowments Fund was established from a contribution from Gayle McCandliss in 1991 shortly after
she passed away. Consistent with her wishes, it was established as a perpetual fund to recognize and provide
monetary support or recognition to individuals or groups who make substantial contribution to the arts in the City
of Chula Vista.
SUNDRY GRANT & MISCELLANEOUS FUNDS
Included as part of this group are the following funds:
Fund 223: Telephone Users Tax (TUT) Common Fund
This fund is used to account for funds in accordance with a 2014 settlement agreement that resolved a class action
lawsuit challenging the City’s collection of Telephone Users’ Taxes from wireless customers.
Fund 269: Other Grant Fund
The Other Grants Fund was established to account for all grants other than Federal and State grants such as: San
Diego Neighborhood Reinvestment Program and Be the Change grants.
Fund 270: Mobile Home Rent Review Program Fund
This fund is a depository for monies collected for the Mobile Home Administrative Fee. This fee was established in
July 2011 to ensure a consistent funding source for administration and implementation of Chula Vista Municipal
Code 9.50 – Mobile Home Park Space Rent Review.
Fund 271: Local Grants
This fund was established to account for the receipt and disbursement of local grant funds received by the City
(non‐Federal or State Grants).
Fund 272: Federal Grants Fund
This fund was established to account for the receipt and disbursement of all Federal Grants received by the City.
Fund 273: State Grants Fund
This fund was established to account for the receipt and disbursement of all State Grants received by the City
(excluding Recreation related grants).
ENVIRONMENTAL SERVICES AND CONSERVATION FUNDS
Included as part of this group are the following funds:
Fund 282: Environmental Services
The Environmental Services fund is a depository for revenue that is generated primarily by a 5% surcharge (AB 939
fees) applied to the refuse rates for residential and commercial customers. The surcharge is authorized by the State
to recover the costs of developing and implementing source reduction, recycling, and composting programs that
are implemented to meet the State mandate to divert 50% of all waste generated annually in the City from landfills.
The fund also includes two annual flat fees paid by the franchise hauler under the franchise agreement to cover
litter container costs and to support the programs public education and enforcement service costs.
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FY2022 City of Chula Vista Proposed Budget
STORM DRAIN FUND
Storm Drain Revenue (Fund 301) – In accordance with Chapter 14.16 of the Chula Vista Municipal Code all proceeds of
the storm drain fee are deposited into the Storm Drain Revenue Fund. Monies in this fund may only be used for storm
drain purposes. The monthly storm drain service charge is included on the sewer bill.
COMMUNITY DEVELOPMENT BLOCK GRANT HOUSING PROGRAM FUND
The overall CDBG entitlement funds are now budgeted in Fund 272 Federal Grants.
311: CDBG Housing Program
These funds are depositories of grant entitlement monies received from the Department of Housing and Urban
Development for the Housing Program. The purpose of these monies is for community development projects;
eligible activities include those that:
Benefit low and moderate income people.
Eliminate slums and blight.
Alleviate conditions posing a serious health and/or safety hazard.
OPEN SPACE DISTRICT FUNDS
These funds are a depository for all monies received for all flat rate property tax assessments levied against benefiting
property owners for all maintenance of open space areas. Included in this group are funds 342 through 389.
The total assessment amount for each Open Space District is calculated each year based upon the cost of providing
services within the district. This assessment rate is limited to the prior year’s amount, increased by the lesser of two
local indexes. In recent years the indexed increases were not effectively keeping pace with the actual costs of providing
these services to the property owners. In fiscal year 2007‐08 staff went through the Proposition 218 process on seven
districts/zones, in order to bring revenues in line with actual maintenance costs. Only one of the seven districts were
approved for an increase in assessment. As a result, a concentrated effort has been made to reduce expenditures to
within available resources.
MISCELLANEOUS SPECIAL REVENUE FUNDS
Included in this grouping are the following fund:
Fund 316: Public Educational & Government Fee Fund
This fund accounts for funds received through State Video Franchise Fees to support Public, Education, and
Governmental (PEG) access channel facilities. These funds are restricted. The funds will be used to replace
presentation and broadcasting equipment.
INTERNAL SERVICE FUNDS
Included as part of this group are the following funds:
Fund 234: Advanced Life Support (ALS) Fund
This fund accounts for the receipt of pass‐through revenue from ambulance services to fund First Responder
Advanced Life Support program.
Fund 341: Public Liability Trust Fund
This fund is a depository for contributions made from the General Fund to provide an appropriate reserve level to
pay for uninsured and deductibles for public liability losses. The City is self‐insured for amounts up to $250,000 per
claim.
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Fund 393: Technology Replacement Fund
The Technology Replacement Fund is an internal service function that provides for the replacement of computers
and related technology equipment. Funds from departments’ operating budgets are transferred to the Technology
Replacement Fund for future replacement of equipment included in the program. Due to economic reasons, the
program has not been funded for several years. Computer replacement has been included in various funds based
on available resources.
Fund 394: Vehicle Replacement Fund
The Vehicle Replacement Fund was established to set aside funds for the purchase and/or replacement of vehicles.
Fund 398: Workers Compensation
This fund is a depository for contributions made from all funds, which have personnel allocated to them, to pay for
annual costs related to workers’ compensation liabilities including the provision of an appropriate reserve to pay
uninsured claims costs. The City is self‐insured for amounts up to $1.0 million per claim. The amount of the reserve
and the required annual transfer is determined by the Director of Finance, based on experience and consultation
with the Risk Manager.
OTHER ENTERPRISE FUNDS
Included as part of this group are the following funds:
Fund 405: City Jail
This fund is used to account for revenues and expenditures related to the operation of the City Jail.
Fund 406: Chula Vista Municipal Golf Course
This fund is used to account for revenues and expenditures related to the operation of the Chula Vista Municipal
Golf Course.
Fund 407: Living Coast Discovery Center
This account is to track revenues and expenses related to the Living Coast Discovery Center.
Fund 409: Chula Vista Elite Athlete Training Center
This fund accounts for the revenues and expenditures related to the management of the Chula Vista Elite Athlete
Training Center.
Fund 410: Transport Enterprise
This fund accounts for the revenues and expenditures related to the management of the Fire Department’s
Transport Program.
CV BAYFRONT FINANCE AUTHORITY
Fund 693 is a Custodial Fund to account for contractual commitments with the Port of San Diego, RIDA Chula Vista LLC,
and the City of Chula Vista related to the development of a destination resort hotel and convention center project on
the Chula Vista Bayfront.
SECTION 115 TRUST
Fund 340 is an irrevocable trust that is an Internal Revenue Service (IRS) approved program for Other Pension
Employment Benefits (OPEB) to cover the following: repayment of future CalPERS unfunded liability in part or whole;
establishment of an OPEB reserve fund; to pay off any outstanding Pension Obligation Bonds; and any other
unanticipated pension related costs or charges.
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services - 154,740 229,568 215,514
Supplies and Services 565 1,796 - 2,779
Other Expenses 25,194 - - -
Other Capital - 309,906 - -
Internal Service Charges - - 5,000 5,053
Transfers Out 4,258,671 4,337,736 4,343,236 4,442,977
CIP Project Expenditures 7,539,097 7,617,749 14,316,834 14,956,088
Non-CIP Project Expenditures - 3,261 - -
TOTAL EXPENDITURES 11,823,526$ 12,425,187$ 18,894,638$ 19,622,411$
REVENUES
Use of Money and Property (234,969) (178,471) - -
Revenue from Other Agencies (10,414,438) (15,196,696) (11,940,805) (12,094,824)
Charges for Services - (428) - -
Other Revenue (3,119,817) (4,029,069) (6,379,500) (6,673,500)
TOTAL REVENUES (13,769,224)$ (19,404,664)$ (18,320,305)$ (18,768,324)$
NET FUND ACTIVITY (1,945,698)$ (6,979,476)$ 574,333$ 854,087$
OTHER FUNDS - TRANSPORTATION FUNDS (221 - 227)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
221-Transportation Grants-Gas Tax 6,272,734 6,822,049 12,670,309 12,417,911
227-Transportation Sales Tax 5,550,792 5,603,139 6,224,329 7,204,500
TOTAL EXPENDITURES 11,823,526$ 12,425,187$ 18,894,638$ 19,622,411$
REVENUES
221-Transportation Grants-Gas Tax (10,632,763) (11,062,643) (11,940,805) (12,094,824)
227-Transportation Sales Tax (3,136,461) (8,342,021) (6,379,500) (6,673,500)
TOTAL REVENUES (13,769,224)$ (19,404,664)$ (18,320,305)$ (18,768,324)$
NET FUND ACTIVITY (1,945,698)$ (6,979,476)$ 574,333$ 854,087$
OTHER FUNDS - TRANSPORTATION FUNDS (221 - 227)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 335,851 248,060 360,700 360,700
Other Expenses 229,825 240,715 198,500 198,500
Utilities 10,642 17,451 13,070 13,070
Transfers Out - - - 961
CIP Project Expenditures 128,586 120,948 - -
TOTAL EXPENDITURES 704,904$ 627,173$ 572,270$ 573,231$
REVENUES
Licenses and Permits (30,080) (27,081) (25,000) (25,000)
Fines, Forfeitures, Penalties (265,241) (255,723) (200,000) (200,000)
Use of Money and Property (444,666) (385,316) (365,000) (365,000)
Other Revenue (2) (94,505) - -
TOTAL REVENUES (739,989)$ (762,624)$ (590,000)$ (590,000)$
NET FUND ACTIVITY (35,085)$ (135,451)$ (17,730)$ (16,769)$
OTHER FUNDS - PARKING FUNDS (241 - 243)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
241-Parking Meter 704,904 627,173 572,270 573,231
TOTAL EXPENDITURES 704,904$ 627,173$ 572,270$ 573,231$
REVENUES
241-Parking Meter (738,095) (662,108) (590,000) (590,000)
243-Town Center I Parking District (1,894) (100,517) - -
TOTAL REVENUES (739,989)$ (762,624)$ (590,000)$ (590,000)$
NET FUND ACTIVITY (35,085)$ (135,451)$ (17,730)$ (16,769)$
OTHER FUNDS - PARKING FUNDS (241 - 243)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 39,888 79,710 138,500 138,500
Other Expenses 321 344 - -
Other Capital 26,683 15,970 - -
Transfers Out 399,140 399,140 399,140 399,140
TOTAL EXPENDITURES 466,032$ 495,164$ 537,640$ 537,640$
REVENUES
Fines, Forfeitures, Penalties (488,492) (394,774) (437,640) (437,640)
Use of Money and Property (15,456) (15,079) - -
TOTAL REVENUES (503,948)$ (409,853)$ (437,640)$ (437,640)$
NET FUND ACTIVITY (37,916)$ 85,311$ 100,000$ 100,000$
BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
245-Traffic Safety 466,032 495,164 537,640 537,640
TOTAL EXPENDITURES 466,032$ 495,164$ 537,640$ 537,640$
REVENUES
245-Traffic Safety (504,001) (409,853) (437,640) (437,640)
256-Asset Seizure 53 - - -
TOTAL REVENUES (503,948)$ (409,853)$ (437,640)$ (437,640)$
NET FUND ACTIVITY (37,916)$ 85,311$ 100,000$ 100,000$
OTHER FUNDS - PUBLIC SAFETY FUNDS (245, 256)
FUND SUMMARY
OTHER FUNDS - PUBLIC SAFETY FUNDS (245, 256)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services - - 400 -
Other Expenses 1,200 - 1,200 -
TOTAL EXPENDITURES 1,200$ -$ 1,600$ -$
REVENUES
Use of Money and Property (323) (603) - -
TOTAL REVENUES (323)$ (603)$ -$ -$
NET FUND ACTIVITY 877$ (603)$ 1,600$ -$
OTHER FUNDS - PERMANENT ENDOWMENTS FUND (267)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 6,642,475 6,473,328 7,003,835 6,304,173
Supplies and Services 1,467,549 2,180,556 4,583,745 2,775,822
Other Expenses 1,441,848 2,249,096 3,959,027 899,850
Other Capital 529,184 997,131 1,809,940 1,234,740
Utilities 1,393 1,229 10,660 10,660
Internal Service Charges 10,982 2,329 9,505 2,321
Transfers Out 1,680,777 2,209,287 1,512,216 2,421,662
CIP Project Expenditures 1,233,707 793,688 350,000 350,300
Non-CIP Project Expenditures 681,518 593,262 874,241 1,958,114
TOTAL EXPENDITURES 13,689,435$ 15,499,905$ 20,113,169$ 15,957,642$
REVENUES
Use of Money and Property (105,477) (140,596) (113,000) (113,000)
Revenue from Other Agencies (18,951,930) (13,226,916) (14,415,040) (12,471,511)
Charges for Services (193,803) (317,949) (205,296) (206,930)
Other Revenue (126,562) (153,328) (62,333) (72,333)
Transfers In (115,730) (130,234) (115,305) (63,959)
TOTAL REVENUES (19,493,503)$ (13,969,024)$ (14,910,974)$ (12,927,733)$
NET FUND ACTIVITY (5,804,069)$ 1,530,881$ 5,202,195$ 3,029,909$
OTHER FUNDS - SUNDRY GRANT & MISC FUNDS
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
223-Utility Tax Settlement 64,400 - - -
269-Other Grants 1,229,757 1,242,732 1,715,099 102,333
270-Mobile Park Fee 39,227 49,661 65,000 65,000
271-Local Grants 109,044 109,423 318,722 261,948
272-Federal Grants 11,013,778 12,349,259 16,452,452 14,115,242
273-State Grants 1,233,228 1,748,830 1,561,896 1,413,119
TOTAL EXPENDITURES 13,689,435$ 15,499,905$ 20,113,169$ 15,957,642$
REVENUES
223-Utility Tax Settlement (4,038) (3,924) - -
269-Other Grants (1,009,853) (1,535,713) (1,615,918) (102,333)
270-Mobile Park Fee (58,237) (88,487) (65,000) (65,000)
271-Local Grants (78,647) (76,119) (70,000) (75,000)
272-Federal Grants (16,763,951) (10,739,032) (11,931,341) (11,642,803)
273-State Grants (1,578,778) (1,525,748) (1,228,715) (1,042,597)
TOTAL REVENUES (19,493,503)$ (13,969,024)$ (14,910,974)$ (12,927,733)$
NET FUND ACTIVITY (5,804,069)$ 1,530,881$ 5,202,195$ 3,029,909$
OTHER FUNDS - SUNDRY GRANT & MISC FUNDS
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 497,018 1,498,513 300,000 270,000
Other Capital - 4,424 300,000 270,000
TOTAL EXPENDITURES 497,018$ 1,502,937$ 600,000$ 540,000$
REVENUES
Use of Money and Property (10,071) - - -
Other Revenue (551,940) (537,557) (600,000) (540,000)
TOTAL REVENUES (562,012)$ (1,181,332)$ (600,000)$ (540,000)$
NET FUND ACTIVITY (64,994)$ 321,605$ -$ -$
OTHER FUNDS - PUBLIC EDUCATIONAL & GOVT. FEE (316)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 612,324 552,211 745,180 842,104
Supplies and Services 664,088 664,787 1,242,352 1,412,462
Other Expenses 125,075 155,623 210,351 110,351
Other Capital 7,305 29,219 4,600 4,600
Utilities 21,841 19,050 51,585 51,585
Internal Service Charges 7,995 9,060 7,254 7,331
Transfers Out 107,585 107,585 107,585 474,037
Non-CIP Project Expenditures 395 - - -
TOTAL EXPENDITURES 1,546,607$ 1,537,535$ 2,368,907$ 2,902,470$
REVENUES
Use of Money and Property (6,891) - - -
Charges for Services (1,456,216) (1,449,100) (1,416,799) (1,416,799)
Other Revenue (117,316) (350,272) (139,726) (139,726)
TOTAL REVENUES (1,580,423)$ (1,800,155)$ (1,556,525)$ (1,556,525)$
NET FUND ACTIVITY (33,817)$ (262,620)$ 812,382$ 1,345,945$
OTHER FUNDS - ENVIRONMENTAL SERVICES (282)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 309,029 217,994 348,100 348,100
Other Expenses 2,787 1,285 - -
Utilities - - 840 840
TOTAL EXPENDITURES 311,817$ 219,279$ 348,940$ 348,940$
REVENUES
Licenses and Permits - - (23,750) -
Fines, Forfeitures, Penalties (200) (200) (5,000) (5,000)
Use of Money and Property (29,126) (50,020) - -
Charges for Services (665,347) (619,463) (555,500) (585,000)
Other Revenue (2,748) (1,715) - -
TOTAL REVENUES (697,420)$ (671,398)$ (584,250)$ (590,000)$
NET FUND ACTIVITY (385,604)$ (452,119)$ (235,310)$ (241,060)$
OTHER FUNDS - STORM DRAIN FUND (301)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 376,808 380,348 458,202 695,571
Supplies and Services 1,248,305 1,518,191 1,657,412 1,687,716
Other Expenses 3,694,043 3,155,066 4,750,558 4,378,082
Other Capital - 48,578 221,469 193,469
Internal Service Charges 3,732 5,065 14,952 15,111
Transfers Out 972,453 1,143,502 1,143,502 1,388,251
TOTAL EXPENDITURES 6,295,340$ 6,250,750$ 8,246,095$ 8,358,200$
REVENUES
Use of Money and Property (26,073) - - -
Revenue from Other Agencies (697,921) (2,895,031) (2,158,003) (214,000)
Other Revenue (5,146,451) (4,744,512) (4,892,981) (4,597,904)
Transfers In (1,205,510) (1,330,969) (1,284,078) (3,539,154)
TOTAL REVENUES (7,075,955)$ (8,970,512)$ (8,335,062)$ (8,351,058)$
NET FUND ACTIVITY (780,614)$ (2,719,762)$ (88,967)$ 7,142$
BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
234-Advanced Life Support Program 1,623,685 1,959,738 2,149,036 2,569,218
341-Public Liability Trust 933,137 924,619 1,204,078 1,204,078
398-Workers Compensation Fund 3,738,519 3,366,393 4,892,981 4,584,904
TOTAL EXPENDITURES 6,295,340$ 6,250,750$ 8,246,095$ 8,358,200$
REVENUES
234-Advanced Life Support Program (699,766) (2,895,031) (2,158,003) (2,469,076)
341-Public Liability Trust (1,229,281) (1,363,774) (1,284,078) (1,284,078)
393-Technology Replacement (17) - - -
398-Workers Compensation Fund (5,146,892) (4,711,707) (4,892,981) (4,597,904)
TOTAL REVENUES (7,075,955)$ (8,970,512)$ (8,335,062)$ (8,351,058)$
NET FUND ACTIVITY (780,614)$ (2,719,762)$ (88,967)$ 7,142$
OTHER FUNDS - INTERNAL SERVICE FUNDS
FUND SUMMARY
OTHER FUNDS - INTERNAL SERVICE FUNDS
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Other Expenses 3,348 8,688 - -
Other Capital 50,702 - - -
CIP Project Expenditures 135,446 5,235 - -
TOTAL EXPENDITURES 189,496$ 13,923$ -$ -$
REVENUES
Use of Money and Property (10,470) (8,128) - -
Revenue from Other Agencies (163,380) - - -
TOTAL REVENUES (173,850)$ (8,128)$ -$ -$
NET FUND ACTIVITY 15,646$ 5,795$ -$ -$
BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
403-Transit Capital Projects 189,496 13,923 - -
TOTAL EXPENDITURES 189,496$ 13,923$ -$ -$
REVENUES
401-Bayfront Trolley Station (3,006) (3,431) - -
402-Chula Vista Transit 2,194 1,947 - -
403-Transit Capital Projects (173,038) (6,644) - -
TOTAL REVENUES (173,850)$ (8,128)$ -$ -$
NET FUND ACTIVITY 15,646$ 5,795$ -$ -$
OTHER FUNDS - TRANSIT FUNDS (401 - 403)
FUND SUMMARY
OTHER FUNDS - TRANSIT FUNDS (401 - 403)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services - 1,396,927 1,666,847 7,160,958
Supplies and Services 215,578 600,551 333,348 3,117,824
Other Expenses 380,001 380,858 63,200 991,313
Utilities - 93,511 70,497 70,440
Internal Service Charges - - 5,398 165,455
Transfers Out 26,627 196,733 321,080 4,583,851
CIP Project Expenditures - 21,435 - 250,000
TOTAL EXPENDITURES 622,206$ 2,690,015$ 2,460,370$ 16,339,841$
REVENUES
Fines, Forfeitures, Penalties - (28,558) (16,000) (16,000)
Use of Money and Property 4,169 3,450 (132,580) (132,580)
Revenue from Other Agencies - (2,233,060) (2,119,413) (2,119,413)
Charges for Services - - - (13,800,212)
Other Revenue (14,747) (141,233) - -
Transfers In (189,586) (209,115) (200,608) (200,608)
TOTAL REVENUES (200,164)$ (2,608,515)$ (2,468,601)$ (16,268,813)$
NET FUND ACTIVITY 422,041$ 81,500$ (8,231)$ 71,028$
OTHER FUNDS - OTHER ENTERPRISE FUNDS (405 - 410)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
405-City Jail - 1,876,728 2,058,682 2,251,652
406-Chula Vista Muni Golf Course - - 132,580 382,580
407-Living Coast Discovery Center - 95,405 80,608 80,608
409-CV Elite Athlete Training Ctr 622,206 717,882 188,500 188,500
410-Transport Enterprise - - - 13,436,501
TOTAL EXPENDITURES 622,206$ 2,690,015$ 2,460,370$ 16,339,841$
REVENUES
405-City Jail - (2,261,618) (2,066,913) (2,066,913)
406-Chula Vista Muni Golf Course (13,934) - (132,580) (132,580)
407-Living Coast Discovery Center - (95,405) (80,608) (80,608)
409-CV Elite Athlete Training Ctr (186,230) (251,493) (188,500) (188,500)
410-Transport Enterprise - - - (13,800,212)
TOTAL REVENUES (200,164)$ (2,608,515)$ (2,468,601)$ (16,268,813)$
NET FUND ACTIVITY 422,041$ 81,500$ (8,231)$ 71,028$
OTHER FUNDS - OTHER ENTERPRISE FUNDS (405 - 410)
FUND DETAIL
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 146 107 - -
Other Expenses 74,139 28,149 - 25,000
Non-CIP Project Expenditures 50,499 - 140,194 75,000
TOTAL EXPENDITURES 124,784$ 28,256$ 140,194$ 100,000$
REVENUES
Use of Money and Property (862) - - -
Revenue from Other Agencies (31,520) (19,318) (140,194) (100,000)
Other Revenue (20,093) (7,482) - -
TOTAL REVENUES (52,475)$ (26,800)$ (140,194)$ (100,000)$
NET FUND ACTIVITY 72,309$ 1,456$ -$ -$
OTHER FUNDS - CDBG HOUSING PROGRAM (311)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 6,732,362 7,914,072 11,777,895 11,208,200
Other Expenses 1,631,119 1,866,160 2,528,999 2,724,593
Other Capital - 126,839 140,001 25,000
Utilities 2,184,663 2,219,832 3,477,193 3,680,205
Internal Service Charges - - 1,000 2,511
Transfers Out 125,854 65,042 237,773 258,531
CIP Project Expenditures 643 - - -
Non-CIP Project Expenditures - 19,600 - -
TOTAL EXPENDITURES 10,674,641$ 12,211,545$ 18,162,861$ 17,899,040$
REVENUES
Use of Money and Property (958,748) (1,320,000) - -
Other Revenue (16,324,427) (17,531,189) (17,350,438) (18,829,351)
Transfers In (278,335) (156,711) (475,546) (486,716)
TOTAL REVENUES (17,561,510)$ (19,007,900)$ (17,825,984)$ (19,316,067)$
NET FUND ACTIVITY (6,886,870)$ (6,796,355)$ 336,877$ (1,417,027)$
OTHER FUNDS - OPEN SPACE DISTRICT FUNDS (342 - 389)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
342-CFD 11-M Rolling Hills McM 121,214 138,321 187,571 189,306
343-CFD 12-M Otay Ranch Village
7 292,940 457,860 584,392 534,132
344-CFD 13-M Otay Ranch Village
2 262,529 338,890 690,629 949,824
345-CFD 12M Village 7 Otay
Ranch 378,140 470,914 580,989 619,511
346-CFD 14M-A-EUC Millenia 302,825 142,597 208,147 383,309
347-CFD 14M-B-EUC Millenia 107,225 120,330 411,200 486,726 348-CFD 18M Village 3 Otay
Ranch 6,437 82,530 838,639 825,710
349-CFD 19M Freeway
Commercial 2 25,138 11,946 213,644 152,987
350-Bayfront Special Tax District - - - 15,000
352-Bay Blvd Landscape District 4,826 27,151 8,257 9,520
353-Eastlake Maintenance Dist I 288,017 295,065 413,393 417,278
354-Open Space District #01 81,021 83,458 93,580 94,874
355-Open Space District #02 18,007 12,593 16,471 16,583
356-Open Space District #03 50,015 46,892 57,676 58,152
357-Open Space District #04 90,171 105,828 117,359 113,646
358-Open Space District #05 46,174 45,194 57,000 57,536
359-Open Space District #06 27,097 27,894 37,418 37,783
361-Open Space District #07 17,376 21,674 24,792 24,858
362-Open Space District #08 71,888 65,091 81,234 81,873
363-Open Space District #09 83,157 61,438 80,331 67,299
364-Open Space District #10 81,569 72,266 92,710 90,226
365-Open Space District #11 155,879 151,885 188,732 186,143
367-Open Space District #14 323,446 305,890 395,954 385,896
368-Open Space District #15 30,810 16,503 25,160 21,962
369-Open Space District #17 8,126 9,624 10,127 9,552
371-Open Space District #18 143,952 149,001 200,829 195,781
372-Open Space District #20 1,317,625 1,469,491 1,770,328 1,709,390
373-Open Space District #23 36,984 55,786 57,913 67,630
374-Open Space District #24 32,985 21,502 30,746 27,119
375-Open Space District #26 14,421 9,450 12,752 12,137
376-Open Space District #31 121,315 152,127 201,132 210,711
378-CFD 07M Eastlake Woods &
Vista 505,911 563,342 839,360 865,599
379-CFD 08M Vlg 6 McMillin & OR 872,818 952,213 1,440,003 1,339,089
380-CFD 09M ORV II Brookfield-
Shea 841,594 978,141 1,375,656 1,249,591
381-CFD 14M-2-EUC Millenia 644 43,906 292,295 123,186
382-CFD 99-2 Otay Ranch Vlg 1
West 650,555 779,133 962,102 1,001,284
386-Otay Ranch Preserve 519,165 311,918 1,162,911 759,031
387-CFD 98-3 Sunbow 2 803,851 1,052,735 1,152,204 1,192,365
388-CFD 97-1 Otay Ranch 1,938,794 2,560,968 3,249,225 3,316,441
TOTAL EXPENDITURES 10,674,641$ 12,211,545$ 18,162,861$ 17,899,040$
OTHER FUNDS - OPEN SPACE DISTRICT FUNDS (342 - 389)
FUND DETAIL
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BUDGET CATEGORY
FY 2016
ACTUAL
FY 2017
ACTUAL
FY 2018
ADOPTED
FY 2019
PROPOSED
REVENUES
342-CFD 11-M Rolling Hills McM (198,971) (209,015) (196,033) (199,558)
343-CFD 12-M Otay Ranch Village 7 (558,533) (587,092) (555,710) (565,696)
344-CFD 13-M Otay Ranch Village 2 (684,573) (754,515) (660,696) (783,015)
345-CFD 12M Village 7 Otay Ranch (596,785) (621,019) (585,082) (595,601)
346-CFD 14M-A-EUC Millenia (245,376) (303,787) (234,326) (293,883)
347-CFD 14M-B-EUC Millenia (256,402) (141,899) (605,629) (486,716)
348-CFD 18M Village 3 Otay Ranch (715,307) (1,383,146) (782,637) (1,579,988)
349-CFD 19M Freeway
Commercial 2 (141,294) (135,559) (139,909) (213,220)
350-Bayfront Special Tax District - - - (200,000)
351-Town Center Landscape Dist I (928) (1,059) - -
352-Bay Blvd Landscape District (14,710) (12,551) (13,005) (12,941)
353-Eastlake Maintenance Dist I (382,957) (401,869) (383,892) (394,653)
354-Open Space District #01 (89,790) (93,212) (92,781) (94,455)
355-Open Space District #02 (15,111) (15,617) (16,291) (16,583)
356-Open Space District #03 (55,136) (57,145) (57,125) (58,152)
357-Open Space District #04 (99,268) (100,186) (98,816) (100,594)
358-Open Space District #05 (55,503) (59,007) (56,520) (57,536)
359-Open Space District #06 (36,680) (38,857) (37,116) (37,783)
361-Open Space District #07 (16,161) (17,181) (16,003) (16,291)
362-Open Space District #08 (79,811) (82,154) (80,426) (81,873)
363-Open Space District #09 (75,723) (78,659) (79,567) (81,203)
364-Open Space District #10 (89,933) (93,595) (91,830) (93,482)
365-Open Space District #11 (184,423) (194,116) (186,934) (190,294)
366-Open Space District #13 (14) (12) - -
367-Open Space District #14 (377,110) (389,873) (392,088) (399,143)
368-Open Space District #15 (23,268) (24,437) (24,875) (25,322)
369-Open Space District #17 (9,230) (9,789) (9,609) (9,782)
371-Open Space District #18 (198,862) (198,955) (191,230) (190,292)
372-Open Space District #20 (1,595,868) (1,640,373) (1,607,000) (1,636,394)
373-Open Space District #23 (57,067) (57,877) (53,949) (58,331)
374-Open Space District #24 (31,177) (34,103) (33,830) (34,437)
375-Open Space District #26 (11,835) (12,211) (12,612) (12,838)
376-Open Space District #31 (201,940) (198,624) (203,511) (202,513)
378-CFD 07M Eastlake Woods &
Vista (961,234) (1,000,173) (961,309) (978,578)
379-CFD 08M Vlg 6 McMillin & OR (1,666,429) (1,758,108) (1,624,420) (1,653,626)
380-CFD 09M ORV II Brookfield-
Shea (1,440,729) (1,522,093) (1,427,892) (1,453,573)
381-CFD 14M-2-EUC Millenia - (75,969) (17,369) (91,195)
382-CFD 99-2 Otay Ranch Vlg 1
West (1,103,805) (1,157,019) (1,093,199) (1,112,850)
383-Town Ctr Business Improv
Dist (1,800) 1,819 - -
386-Otay Ranch Preserve (796,319) (839,851) (807,333) (815,724)
387-CFD 98-3 Sunbow 2 (1,085,381) (1,124,471) (1,083,859) (1,103,369)
388-CFD 97-1 Otay Ranch (3,400,448) (3,578,122) (3,311,571) (3,384,583)
389-Otay Ranch Village 1,2,6,7,12 (5,622) (6,417) - -
TOTAL REVENUES (17,561,510)$ (19,007,900)$ (17,825,984)$ (19,316,067)$
NET FUND ACTIVITY (6,886,870)$ (6,796,355)$ 336,877$ (1,417,027)$
FUND DETAIL
OTHER FUNDS - OPEN SPACE DISTRICT FUNDS (342 - 389)
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services - 2,646 1,635,789 1,705,349
Transfers Out - 715,000 - -
TOTAL EXPENDITURES -$ 717,646$ 1,635,789$ 1,705,349$
REVENUES
Revenue from Other Agencies - (75,000) - -
Transfers In - (2,660,583) (1,635,789) (1,705,349)
TOTAL REVENUES -$ (2,735,583)$ (1,635,789)$ (1,705,349)$
NET FUND ACTIVITY -$ (2,017,937)$ -$ -$
OTHER FUNDS - CV BAYFRONT FINANCE AUTHORITY (693)
FUND SUMMARY
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
REVENUES
Transfers In - - - (8,287,643)
TOTAL REVENUES -$ -$ -$ (8,287,643)$
NET FUND ACTIVITY -$ -$ -$ (8,287,643)$
OTHER FUNDS - SECTION 115 TRUST FUND (340)
FUND SUMMARY
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FY2022 City of Chula Vista Proposed Budget
CAPITAL IMPROVEMENT PROGRAM
Capital Improvement Program Summary
CIP Revenue Summary
CIP Expenditure Summary
CIP Budget Summary
Five‐Year CIP Project Summary Schedule
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CAPITAL IMPROVEMENT PROGRAM
SUMMARY
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Capital Improvement Program Summary
The following is an overview of the Capital Improvement Budget Program.
The goal of the Capital Improvement Program (CIP) is to provide for the
sustainable preservation of City‐owned assets at the lowest cost and to
leverage financial strategies to address infrastructure needs within a
prioritized framework, which includes an assessment of the asset’s
condition, capacity to meet service demands, probability of failure,
maintenance and preservation strategies, and funding availability. The CIP is
a living document used to identify current and future requirements and the
basis for determining annual capital budget expenditures. The CIP document
can be found in its entirety on the City’s website. To follow is a summary of
the document.
Capital Improvement Projects are defined as capital investments with a value
of $50,000 or more and a minimum useful life of 5 years at a fixed location.
Equipment, operating and maintenance costs are budgeted in the City’s
operating budget. New maintenance costs are included in the CIP budget and
appropriated in future operating budget cycles.
The CIP document provides the capital project budget detail and reporting by asset management category, funding,
and location. This format better aids the decision‐making process as it allows the City Council to review projects
recommended in each asset management system, gain an understanding of the condition of the asset in relation to
the overall system and the basis for the recommendation, as well as the availability of funding sources. The proposed
projects’ detail sheets within each asset management system provides a description, location, project intent, type of
project, link to the strategic goals, and funding requirements over the life of the project.
CIP PROCESS
The Engineering and Capital Project Department annually prepares a Capital Improvement Budget for the City
Council’s approval. The process of developing the Capital Improvement Program is quite extensive and includes
participation from each division of the department including Advance Planning, Project Delivery (Design/Survey),
Traffic Engineering, Advanced Transportation Technologies & Maintenance, Inspection Services, Stormwater
Management, Building Construction, Wastewater Management, and Fiscal Sustainability. Project proposals are
submitted by these divisions and by other City departments such as Public Works, Fire, Police, Library, Development
Services, and Community Services. The cooperation and diligence of each participating group is a critical component
of the program’s quality and success.
The CIP budget includes an estimated five‐year Capital Improvement Program, which gives the public and City Council
an idea of what infrastructure needs are projected in the future. This also allows the City to begin planning and
identifying possible funding options to repair and/or replace infrastructure assets. The City is faced with the challenge
of managing a range of aging infrastructure assets that are critical to maintaining an aging City while serving new
development. Making sound decisions about asset maintenance and replacement requires detailed information
about the assets’ expected life cycle, probability of failure, and capacity to meet the ongoing requirements necessary
to sustain the system.
The CIP Program is a planning tool the City uses to identify and manage the City’s capital needs and priorities. As such,
amendments are presented to Council throughout the year to address any changes in priority and/or emergency
infrastructure repairs. On a continuous basis, project proposals are added to the City’s capital improvement budget
and project management database (CIPACE). These proposals are based on recommendations from “guiding
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FY2022 City of Chula Vista Proposed Budget
documents” (see list below) adopted by the City Council as well as condition assessments performed by staff from the
Engineering & Capital Projects and Public Works Departments.
The process of establishing the annual CIP includes ranking proposals and projects, by Senior Engineering staff, and
setting funding priorities according to those rankings. Projects are placed in order with the highest ranked receiving
top priority, based on the following categories:
City Needs ‐ Does the proposal address an existing need, problem and/or safety concern?
City Benefit ‐ Does the proposal provide a benefit citywide or for a specific area? Does the proposal link to one
of the City’s Strategic Goals?
Regulatory Concerns, Implementation Pathways ‐ Is the proposal feasible based on time and cost necessary to
meet federal, state and city regulations?
Methodology ‐ Is the proposed scope and location consistent with a “guiding document” (see list below)?
Funding Limitations/Availability – Does the proposal require funding from the General Fund? Is the proposal
fully or partially funded by grant funds?
Depending upon the availability of funding, lower ranked proposals may not be funded; however, they will remain on
a critical needs list to be addressed as resources become available. A list of non‐funded projects is included as part of
the CIP document.
Another tool used in ranking and formulating the CIP recommendations are Guiding Documents approved by the City
Council. The City utilizes “guiding documents” to ensure proposed CIP projects are consistent with established
program priorities. Additionally, proposed CIP projects are reviewed for consistency with the City’s General Plan,
Specific Plan and City policies. The following is a partial list of “guiding documents”, which have included public input
from multiple stakeholders in the community.
General Plan
SANDAG 2050 Regional Transportation Program
Active Transportation (Bikeway & Pedestrian) Plan
Street Saver Condition Index Database
Drainage Master Plan
Wastewater Master Plan
Fire Master Plan
Asset Management Plan
Parks Master Plan
Pedestrian Master Plan/Safe Routes to School
Redevelopment Implementation Plan
Southwest United in Action Survey Results
Third Avenue Streetscape Master Plan
F Street Promenade Streetscape Master Plan
Environmental Mitigation Program
Bayfront TDIF Program
Western TDIF Program
TDIF Program
Redevelopment Implementation Plan
Traffic Monitoring Program
Growth Management Oversight Committee Annual Report
Other Specific Plans (e.g. Urban Core Specific Plan, Palomar, Bayfront and Main Street Specific Plans)
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Public Input/Community Involvement
As mentioned, the “guiding documents” included public input and involvement from multiple stakeholders.
Throughout the development of a “guiding document”, a community engagement process is conducted in two phases
and located in both eastern and western Chula Vista. During Phase 1, the outreach focuses on existing conditions.
Several workshop sessions and booths at local civic events are scheduled with community stakeholder groups so that
valuable local insight to existing conditions and desired infrastructure requests can be discussed and defined. Phase 2
focuses on soliciting feedback on the proposed networks and community priorities. Additional workshop sessions are
scheduled to discuss progress made on refining proposed recommendations and priority or policy decisions needed
to work towards a final scope and plan of action.
Once the final draft of the “guiding document” is completed, the document is brought before any of the relevant
Boards, Commissions, Associations, and/or Civic Groups for their review before it is brought for approval and
adoption by City Council. Continuous public input throughout the development of these “guiding documents” is
maintained including web‐based and map‐based questionnaires, and electronic opinion surveys hosted on the City’s
website. Furthermore, the public is provided notice of upcoming Boards & Commission Meetings and City Council
Public Hearings. Typical summary of public outreach includes:
Community event booths for public to provide comments
Workshop sessions held at public library sites closest to project
Website surveys conducted during initial & final draft phases of project
Consultant outreach programs & mailouts during development of project
Presentations at Board & Commission Meetings prior to City Council adoption
Final draft presentation at City Council Public Hearings
The City continuously works with local community‐based groups, healthcare organizations, faith‐based groups, senior
groups, commissions, home‐owner associations, chamber of commerce, non‐profit organizations, and other
stakeholders in the community such as:
Southwest Civic Association – citizen group interested in infrastructure needs within southwestern Chula Vista
Crossroads II – citizen group interested in new development projects as they progress through the Planning
Commission’s and City Council’s approval process
Bike Walk Chula Vista – citizen group interested in bicycle & pedestrian infrastructure needs and programs
Chula Vista Elementary School District – organization interested in traffic calming and pedestrian safety
measures near elementary schools
Sweetwater Union High School District – organization interested in traffic calming and pedestrian safety
measures near middle schools and high schools
TAVA – business group interested in programs and redevelopment within the downtown Chula Vista area
BUDGET DEVELOPMENT
Although a component of the City Manager’s overall budget, the CIP budget is developed separately by Engineering
and Capital Projects staff on an annual basis. The CIP budget process runs parallel to the development process for the
City’s operating budget, and they are subsequently presented together for City Council approval.
On May 25, 2021, a public hearing will be held for City Council to consider and adopt an amendment to the TransNet
Local Street Improvement Program of projects for fiscal years 2021‐22 through 2025‐26.
Public comment is a vital component of the “guiding documents” and the CIP process. The public also had the
opportunity to comment on the proposed CIP. The initial proposed capital improvement project detail sheets are
posted annually in April of each year on the Public Works website for public comment and review.
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https://www.chulavistaca.gov/departments/public‐works/projects
Additionally, the Engineering and Capital Projects Department publishes an annual proposed CIP budget. The
document will be made available at the City Clerk’s Office, the Civic Center Library, Otay Ranch Mall Library, and the
South Chula Vista Library.
The proposed program reaffirms the City’s commitment to identify resources to move us toward long‐term
sustainability of our City’s current assets as well as new improvements that accommodate growth.
The City will continue to collaborate with regional agencies, such as the Port, SANDAG, and Caltrans, to ensure that
the needs of our City residents are met, taking into account the unique characteristics of our City and recognizing our
role as the County’s second largest city and a leader in the South Bay.
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CIP REVENUE SUMMARY
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CIP Revenue Summary
The Capital Improvement Program is supported by a number of funding sources. City staff continuously explores
opportunities to diversify revenue and leverage funding for infrastructure improvements. The following chart and
table summarize the funding sources for the FY 2022 CIP budget.
Fiscal Year 2022 CIP by Funding Source
Fund Source Percentage Amount
CDBG 0.71% $ 350,300
CV Golf Course 0.51% $ 250,000
Gas Tax/RMRA 15.75% $ 7,751,588
HSIP 0.46% $ 227,500
Measure P 55.77% $ 27,452,933
Park Acquisition and Development (PAD) 1.72% $ 847,041
Poggi Canyon Sewer Basin DIF 2.75% $ 1,353,000
Sewer Facility Replacement 5.60% $ 2,754,000
TDIF 1.99% $ 980,000
Traffic Signal 0.10% $ 50,000
TransNet 14.64% $ 7,204,500
Total: 100% $ 49,220,862
0.71%0.51%
15.75%
0.46%
55.77%
1.72%
2.75%
5.60%
1.99%
0.10%
14.64%
CDBG
CV Golf Course
Gas Tax/RMRA
HSIP
Measure P
Park Acquisition and
Development (PAD)
Poggi Canyon Sewer Basin DIF
Sewer Facility Replacement
TDIF
Traffic Signal
TransNet
FY 2021/2022 Capital Improvement Plan
By Fund Source
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The Capital Improvement Budget is primarily supported by Transportation Sales Tax (TransNet), Gas Tax/RMRA (Road
Maintenance and Rehabilitation Account), and Measure P funds. Chula Vista voters approved Measure P – a
temporary, 10‐year, half‐cent sales tax to fund high priority infrastructure needs. TransNet is the largest stable source
of revenues for Capital Improvement projects. Along with TransNet, Gas Tax/RMRA funds continue to provide a
steady source of revenue for street related projects. Other major revenues in this year’s budget include Sewer Facility
Replacement funds for ongoing sewer rehabilitation projects. Competitive grant revenue sources remain steady with
grant revenue growth opportunities in the imminent future. Transportation grants include the Active Transportation
Program and Federal Highway Safety Improvement Program.
The following is a brief description of key funding sources which support the fiscal year 2022 Capital Improvement
Budget:
DEVELOPMENT IMPACT FEES
Traffic Signal Fee
The Traffic Signal Fee is a trip‐based development impact fee that is charged with the issuance of building permits for
new construction. The fee can be utilized for the installation and upgrade of traffic signals throughout the City. A total
of $50,000 in Traffic Signal Funds is programmed in fiscal year 2022 for traffic signal improvements.
Transportation Development Impact Fee (TDIF)
The City’s TDIF Program was established on January 12, 1988, by Ordinance 2251 for the collection of development
impact fees to be used to construct transportation facilities to accommodate increased traffic generated by new
development within the City's eastern territories. A total of $980,000 is programmed as part of the fiscal year 2022
CIP.
Western Transportation Development Impact Fee (WTDIF)
The City’s WTDIF Program was established on March 18, 2008, by Ordinances 3106 through 3110. This program is
similar to the Eastern Transportation Development Impact Fee (TDIF) Program, which was established on January 12,
1988. In 2014, it was determined that the Bayfront, previously included in the WTDIF, be removed and a new DIF area
covering only the Bayfront be established. No WTDIF is programmed as part of the fiscal year 2022 CIP.
Telegraph Canyon Development Impact Fee
The City’s Telegraph Canyon DIF was established on August 7, 1990, by Ordinance 2384 for collection of development
impact fees to be used to construct drainage and channel improvements for the Telegraph Canyon Basin. No
Telegraph Canyon DIF funds ae programmed in the fiscal year 2022 CIP.
Public Facilities Development Impact Fees
The Public Facilities Development Impact Fee (PFDIF) is levied against new development throughout the City to
mitigate the impacts of growth on the City’s public services. The monies collected are used in the construction of new,
and renovation of existing public facilities. No PFDIF is programmed in the fiscal year 2022 CIP.
GRANTS
Active Transportation Grant Program
The Legislature created the Active Transportation Program (ATP) in 2013 to encourage increased use of active modes
of transportation, such as biking and walking. The ATP consolidates existing federal and state transportation programs
‐ including the Transportation Alternatives Program (TAP), Bicycle Transportation Account (BTA), and Safe Routes to
School (SR2S) ‐ into a single program with roughly $123 million per year available for projects chosen through a
competitive program administered by the Commission. SB 1 directs $100 million annually from the Road Maintenance
and Rehabilitation Account to the ATP, significantly augmenting the available funding for this popular program. In
June 2017, the Commission adopted an amendment to the 2017 ATP Guidelines for the augmentation of the program
with funds derived from SB 1. Specifically, the ATP Augmentation Guidelines set forth the process to augment the
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2017 ATP for funds made available for fiscal years 2018 and 2019. On July 21, 2017, the SANDAG Transportation
Committee listed the City’s STM0392 project in the Regional ATP Cycle 3 for fiscal year 2017‐18 and the City received
ATP grant funding in the amount of $851,000. There are no ATP programmed as part of the fiscal year 2022 CIP.
TransNet Active Transportation Grant Program
The TransNet Active Transportation Grant Program (ATGP) is also funded with Transportation Development Act (TDA)
funds. The grant program encourages local jurisdictions to plan and build facilities that promote multiple travel
choices and increase connectivity to transit, schools, retail centers, parks work, and other community gathering
places. It also encourages agencies to provide bike parking, education, encouragement, and awareness programs that
support pedestrian and bike infrastructure. SANDAG Board of Directors approved programming of $300,000 TDA
funds in February 2017 and the City received $250,000 in TDA funds for the Multi‐Modal Pedestrian/Bikeway Master
Plan (STL0404) Project. There are no additional ATGP grant funds programmed as part of the fiscal year 2022 CIP
Program.
Community Development Block Grant Funds
Each year, the City receives approximately $1.7 million in Community Development Block Grant (CDBG) funds. Of this
amount approximately $1.3 million is available for community development activities, which include capital
improvement projects. In 2006, the City of Chula Vista received a CDBG Section 108 loan in the amount of $9.5 million
for the completion of the Castle Park Infrastructure Projects. The debt service payment is paid back from the City’s
annual allotment of CDBG funds (approximately $750,000 annually). This reduces the amount of CDBG funds available
for other capital projects to approximately $0.3‐0.5 million annually for a total of 10 years. A total of $350,300 in
CDBG has been programmed in the fiscal year 2022 CIP Program.
Highway Bridge Program
The Highway Bridge Program (HBP) provides funding to enable states to improve the condition of their highway
bridges through replacement, rehabilitation, and systematic preventive maintenance of deficient bridges. Included in
the fiscal year 2021 Capital Improvement Program are two major bridge replacement projects: STL‐261, “Willow
Street Bridge Widening,” at the Sweetwater River and STM‐386 “Heritage Road Bridge Replacement,” at the Otay
River.
The bridge at Willow Street was constructed in 1940 and, through a series of studies, was determined that it was not
practical to rehabilitate the bridge and funding for full replacement was subsequently approved by the Federal
Highway Administration (FHWA) and Caltrans, which administers the HBP Grant Program in California. The Willow
Street Bridge Replacement Project has been completed and provides a 610 foot long bridge with four traffic lanes, 8‐
foot shoulders (bike lanes), and 5.5 foot sidewalks. The project consisted of two phases; $3.5 million water
transmission line relocations and $16.7 million bridge replacement. The total project cost for design and
environmental clearance, construction, and construction administration was $23 million in HBP funds. Habitat
mitigation monitoring, reporting and maintenance for the 5‐Year Maintenance Period is currently underway and is set
to end on July 1, 2024.
The existing bridge at Heritage Road was built using FEMA emergency funding as an interim facility in 1993 when
heavy flood waters destroyed the river crossing. This interim bridge is inadequate for peak traffic volumes, does not
accommodate pedestrians, and is unable to convey the 50‐year storm without being overtopped. FHWA and Caltrans
approved the bridge for replacement as the existing bridge is Functionally Obsolete (FO) and the cost of rehabilitation
exceeded replacement.
In 2014, the Heritage Road Bridge Replacement Project was accepted into the HBP. As of January 2021, approved
grant funds total $3,783,772 for preliminary engineering and $354,120 for right‐of‐way acquisition. Design will be
completed in fiscal year 2021. Future construction programming has been identified in the amount of $19.2 million.
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Advertising of the construction contract is forecasted for spring of 2022 with construction beginning in the summer of
2022 and completion in fiscal year 2024.
Highway Safety Improvement Program
The Highway Safety Improvement Program (HSIP) was established to attain a significant reduction in traffic fatalities
and serious injuries on all public roads through the implementation of infrastructure‐related highway safety
improvements. The City received grant funding upgrade the existing guardrail on the easterly frontage of North
Second Avenue. As a result, $227,500 in HSIP is programmed as part of the fiscal year 2022 CIP.
Neighborhood Reinvestment Program
The Neighborhood Reinvestment Program (NEP) provides grant funds to County departments, public agencies, and to
non‐profit community organizations for one‐time community, social, environmental, educational, cultural or
recreational needs. No NEP funds are programmed in the fiscal year 2022 CIP.
Smart Growth Incentive Grant
The TransNet Smart Growth Initiative Program (SGIP) funds transportation related infrastructure improvements and
planning efforts that support smart growth development. The SGIP will award two percent of the annual TransNet
revenues for the next 40 years to local governments through a competitive grant program to support projects that
will help better coordinate transportation and land use in the San Diego region. SANDAG released a Notice of Funding
Availability during fiscal year 2019 and the City received an Active SGIP grant in the amount of $2.5 million for the
Third Avenue Streetscape Improvement Project Phase III from “F” Street to “E” Street. During the next call for
projects, the City will submit for F Street Promenade Improvements from Bay Boulevard to Broadway. Currently there
is an existing SDG&E utility undergrounding district underway that will be completed by December 2021. If the SGIP
grant is awarded for F Street, construction of the ultimate improvements would begin in early 2022. There is no SGIP
funds programmed as part of the fiscal year 2022 CIP.
Rubberized Pavement Grant Program
The California Department of Resources Recycling and Recovery (CalRecycle) offers funding opportunities authorized
by legislation to assist public and private entities in the safe and effective management of the waste stream.
CalRecycle’s tire grant programs are designed to encourage activities that promote reducing the number of waste
tires going to landfills for disposal and eliminating the stockpile of waste tires. Revenue for the grants is generated
from a tire fee on each new tire sold in California. The Rubberized Pavement (TRP) Grant Program assistance to local
governments to fund rubberized asphalt (RAC) projects including hot mix and chip seal. RAC is a proven road paving
material that has been used in California since the 1970s. It is made by blending ground tire rubber with asphalt
binder which is then mixed with conventional aggregate materials. No TRP Grant funds are programmed as part of
the fiscal year 2022 CIP.
MISCELLANEOUS FUNDS
General Fund
The General Fund is the City’s main operating fund used to pay for City services. No General Fund monies are
programmed as part of the fiscal year 2022 CIP. Capital improvement projects will be funded by the Measure P
commitment.
Residential Construction Tax (RCT)
The Residential Construction Tax (RCT) was established by the City Council in October 1971 to provide a more
equitable distribution of the burden of financing parks, open spaces, public facilities, and other capital improvements,
the need for which is created by the increasing population of the City. The RCT is applicable to all new residential
units and paid by the person constructing the units. RCT funds are used to pay for debt service obligations resulting
from the issuance of Certificates of Participation (COP’s) for western Chula Vista failing CMP repairs. No RCT funds are
programmed as part of the fiscal year 2022 CIP.
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Capital Improvement Project Fund
The Capital Improvement Fund was established to set aside monies for capital improvement projects. This fund does
not generate revenues from any source except by transfer from other funds. Monies transferred to the fund are
expended for budgeted capital improvement projects and monies remaining after completion of a project are
transferred back to the fund from which the project was originally financed. No CIP funds are programmed as part of
the fiscal year 2022 CIP.
Park Acquisition and Development Fund
The Park Acquisition and Development (PAD) fund is a depository for fees collected from subdividers for the purpose
of providing park and recreational facilities directly benefiting and serving the residents of the regulated subdivisions
east and west of the 805. These funds are collected pursuant to Chapter 17.10 of the Chula Vista Municipal Code, in
accordance with authority granted by Section 66477 of the California Government Code. A total of $847,041 in PAD
funds are programmed in the fiscal year 2022 CIP Program.
VOTER APPROVED FUNDS
Proposition 1B Highway Funds
In 2007, the voters of the State of California approved Proposition 1B. This proposition included funds to be provided
to cities within the State for local roadway improvements. The initial allocation of $3.6 million was spent on pavement
rehabilitation projects in fiscal year 2011. The second allocation of $3.3 million was frozen by the State of California
due to the State’s financial crisis and released in late April 2010 in monthly installments. As a result, the State
provided an additional year of expenditure for Prop 1B funds received in fiscal year 2010. The City spent the second
allocation of Prop 1B funds prior to June 2014.
Gas Tax/RMRA
The state of California imposes per‐gallon excise taxes on gasoline and diesel fuel, sales taxes on gasoline and diesel
fuel and registration taxes on motor vehicles with allocations dedicated to transportation purposes. These allocations
flow through the Highway Users Tax Account (HUTA), the familiar gasoline tax revenues that have been in place for
decades, and the Road Maintenance and Rehabilitation Account which allocates much or the revenue from the Road
Repair and Accountability Act of 2017 (SB1 Beall). The SB1 Beall is a significant new investment in California’s
transportation systems. The Act increases per gallon fuel excise taxes, diesel fuel sales taxes and vehicle registration
taxes, stabilizes the problematic price‐based fuel tax rates and provides for inflationary adjustments to rates in future
years. The Act will more than double local streets and road funds allocated through the Highway Users Tax Account,
allocating funds from new taxes through a new “Road Maintenance and Rehabilitation Account (RMRA). In fiscal year
2022, the Gas Tax‐RMRA budget is more than $7.7 million for pavement rehabilitation and maintenance based on the
City’s Pavement Management System.
Transportation Sales Tax
Transportation Sales Tax (TransNet) funds are derived from sales tax revenues levied in San Diego County that are
collected by the State specifically for use on transportation related projects in San Diego County. The regional
metropolitan planning agency, San Diego Association of Governments (SANDAG), programs these funds to
municipalities within San Diego County. Revenues vary from year‐to‐year, depending on the amount of sales tax
available to the region and the number and costs of projects for which municipalities, local transit, and Caltrans
request funding. The revenue approved for municipalities is based on the specific cost estimates that are required to
be submitted as part of the annual request for funding. The TransNet Extension Ordinance states that at least 70
percent of the funds allocated to local agencies for local road projects should be used to fund Congestion Relief (CR)
projects. CR projects include the construction of new or expanded facilities, major rehabilitation and reconstruction of
roadways, traffic signalization, transportation infrastructure to support smart growth, capital improvements for
transit facilities, and operating support for local shuttle and circulator transit routes. No more than 30 percent of
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TransNet funds allocated to local agencies are expected to be used for local street and road maintenance. In the fiscal
year 2022 CIP, the TransNet budget is more than $7.2 million.
Measure P
On August 2, 2016, the City Council approved Ordinance 3371 modifying the Municipal Code to establish a temporary
one‐half cent General Transactions and Use Tax if approved by the voters. As part of the action to approve the
Ordinance, the City Council approved a spending plan described as the Intended Infrastructure, Facilities and
Equipment Expenditure Plan, which identified how the funds were to be allocated. On November 8, 2016, Chula Vista
voters approved Measure P, authorizing the one‐half cent sales tax increase on retail sales within the City for a period
of ten (10) years. The Finance Department created the 2016 Measure P Sales Tax Fund for the purpose of monitoring
all revenues and expenditures of Measure P funds. All expenditures of Measure P funds will be tracked and accounted
for by the Finance Department in accordance with Generally Accepted Accounting Principles (GAAP) and presented
annually in a report to the Citizens’ Oversight Committee (COC). More than $27.4 million in Measure P funds are
programmed as part of the fiscal year 2022 CIP.
SEWER FUNDS
Sewer Service Revenue
The Special Sewer fund is used to account for the sale of the City’s excess Metropolitan Sewerage Capacity. No Special
Service funds are programmed in the fiscal year 2022 CIP.
Trunk Sewer Capital Reserve
The Trunk Sewer Capital Reserve Fund is a permit fee based revenue source received from the owner or person
applying for a permit to develop or modify the use of any residential, commercial, industrial or other property that
may increase the volume of flow in the City’s sewer system. The funds may be used for: (1) to repair, replace or
enlarge trunk sewer facilities to enhance efficiency of utilization and/or adequacy of capacity to serve the needs of
the City, or (2) to plan and/or evaluate any future proposals for area‐wide sewage treatment and/or water
reclamations systems and facilities. No Truck Sewer Capital Reserve funds are programmed in the fiscal year 2022 CIP.
Sewer Facility Replacement Fund
The Sewer Facility Replacement Fund is a fee‐based revenue source that all properties pay each month as part of their
sewer bills. The funds can be utilized to replace, rehabilitate or upgrade existing sewer facilities. Approximately $2.75
million is programmed in the fiscal year 2022 CIP.
Sewer Development Impact Fee Funds
These fees are levied against new development in specific areas of the City, based upon the sewer facility their
project will impact. The monies collected are used to fund construction of public improvements designed to increase
the capacity of the subject facilities, allowing the City to maintain service levels with increased demand. Included DIF
programs are the Telegraph Canyon Sewer Basin DIF, the Poggi Canyon Sewer Basin DIF, and the Salt Creek Sewer
Basin DIF. A total of $1,353,000 in Poggi Canyon Sewer Basin DIF funds is programmed in the fiscal year 2022 CIP.
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CIP EXPENDITURE SUMMARY
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CIP Expenditure Summary
The 2022‐2026 Capital Improvement Program (CIP) is a five‐year expenditure
plan that provides the City with a financial strategy for infrastructure
improvements. The estimated five‐year project summary report is included
at the end of this Capital Improvement Program (CIP) section. The CIP
includes funding for projects and programs in various geographic areas of
the City. The adopted fiscal year 2022 capital expenditure budget is
approximately $49.2 million. The forecasted five‐year program is estimated
at $101.6 million. The 2022‐2026 CIP program reflects the actions taken by
Council and developed in accordance with Council adopted policies and
guiding documents (such as and not limited to the City’s General Plan,
Master Plans, Specific Plans and the Regional Transportation Plan) as well as
generally accepted accounting principles. Overall, the 5‐year program
continues to trend favorably despite the economy and the fiscal constraints
facing the City.
Projects in this year’s Capital Improvement Budget have been sorted by the
nine‐asset management systems identified in the City’s Fiscal Recovery Plan
and the Infrastructure Workshop with the City Council. This provides a
mechanism to track CIP allocations by Asset Management System (AMS).
The nine AMS’s include the following:
The Roadway Management System (RMS) is comprised of all City‐owned assets in the Public Right‐of‐Way. These
assets include: Major and Local Streets, Sidewalks, Traffic Signals & Striping, Bicycle and Pedestrian paths, ADA
Ramps and Curbs and Gutters. A majority of the CIP funding is focused on the RMS.
The Wastewater Management System (WMS) is comprised of Sewer Pump Stations, Rehabilitation and related
projects.
The Drainage Management System (DMS) is comprised of citywide storm drain facilities.
The Building Management System (BMS) is comprised of City‐owned facilities including the Civic Center, Fire
Stations, Libraries, Police Station, Recreation Centers, and community facilities such as Rohr Manor and the
Woman’s Club.
The Parks Management System (PMS) is comprised of the citywide park system.
The Open Space Management System (OMS) is comprised of the Open Space Districts and Community Facility
Districts (CFDs).
The Fleet Management System (FMS) is comprised of infrastructure associated with maintaining City‐owned
vehicles.
The General Government Management System (GGMS) includes general‐purpose items such as Automation,
Utility Undergrounding and Parking Meters.
The Urban Forestry Management System (UMFS) is comprised of City‐owned street trees, and trees within Public
Right‐of‐Way and parks.
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The following chart provides an expenditure breakdown, by Asset Management System, totaling approximately $49.2
million of recommended appropriations:
Fiscal Year 2022 Proposed CIP by Asset Management System
ROADWAY MANAGEMENT SYSTEM (RMS)
A majority of the CIP funding is focused on the Roadway Management System (RMS). The total amount programmed
for Roadway projects is $16.7 million, which represents 33.89% of the adopted CIP budget. Project types within the
RMS are Major Streets, Local Streets, and Traffic. The following table summarizes the funding by these project types.
Project Type Percentage Amount
Local Streets 28.06% $ 4,680,854
Major Streets 56.48% $ 9,420,744
Traffic 15.45% $ 2,577,500
Total 100% $ 16,679,098
Major Streets
Approximately $9.4 million in funding includes the Pavement Major Rehabilitation Projects (citywide), Telegraph
Canyon Raised Median Improvements, and the Bikeway Facilities Gap Program. The Pavement Major Rehabilitation
Project includes resurfacing and pavement overlays, which may extend street life by 15‐20 years. Failure to complete
proactive street maintenance will lead to the accelerated deterioration of City streets, thereby, costing more to repair
in the long‐term.
42.10%
8.38%
1.55%
5.74%
33.89%
8.34%
FY 2021/22 Capital Improvement Projects
By Asset
Building
Drainage
General Gov't
Parks
Roadway
Wastewater
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Local Streets
Approximately $2.78 million is programmed for the annual Pavement Minor Program to extend street life by 7‐10
years.
Funding of over $1.9 million is planned for projects associated with curb, gutter, sidewalk, pedestrian, Americans with
Disabilities Act (ADA) pedestrian ramps, signing, and striping improvements throughout the city.
Traffic
A total of $2.35 million is programmed for the Traffic Calming Program, Traffic Signal System Optimization, Traffic
Signal and Streetlight Systems Upgrade and Modification Program, Neighborhood Traffic & Pedestrian Safety
Program, Adaptive Traffic Signal System, pedestrian improvements, and other traffic related programs.
The City received a Highway Safety Improvement Program Grant of $227,500 to upgrade the existing guardrail on the
easterly frontage of North Second Avenue to enhance roadway safety.
WASTEWATER MANAGEMENT SYSTEM (WMS)
The appropriation for Wastewater Management System (WMS) is $4.1 million, which represents 8.34% of the
adopted CIP budget.
Sewer Projects
Approximately $3.4 million is programmed to upsize sections of pipeline that has reached its capacity at strategic
locations within the collection system.
Projects to repair, renew and/or replace sewer pipe and manholes within the collection system is programmed at a
cost of $350,000.
The last Wastewater Master Plan was completed in 2014. Funding of $200,000 is planned for an update to ensure
appropriate capacity within the collection system and wastewater generation rates are represented.
Additional funds of $174,000 are being added to an existing project to upgrade the Aqua Vista Pump Station citywide.
DRAINAGE MANAGEMENT SYSTEM (DMS)
The appropriation for Drainage Management System (DMS) projects is $4.1 million which represents 8.38% of the
adopted CIP budget.
Drainage
Based on the influx of funding, including Measure P, over the last several years, a significant amount of CMP repair
has been completed. However, a small percentage of CMP still requires rehabilitation and those projects are awaiting
funding availability.
A total of $3.3 million in Measure P is being programmed to rehabilitate storm drain piping outside the right of way as
identified by the drainage asset management program.
More than $809,000 is being added to existing projects to rehabilitate approximately 3,100 LF of CMP inside the right
of way and install Full Capture Trash Systems throughout the city.
BUILDING MANAGEMENT SYSTEM (BMS)
The appropriation for Building Management System (BMS) projects is $20.7 million, which represents 42.10% of the
adopted CIP budget.
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More than $15.1 million in Measure P is programmed to replace Loma Verde Recreation Center, which is
approximately 50 years old. This is a Design‐Build Project which includes multi‐purpose facilities in addition to an
aquatic facility encompassing an area of approximately 44,000 square feet. The project consists of the repairs,
replacement and remodeling of the existing recreation and social use building including meeting room, rooms for
dance classes, office space, restroom, classrooms and concession areas.
Projects to complete building repairs and replacement of assets that have reached or exceeded their expected useful
life is planned at the Fire Stations, Police Facility, Civic Center & South Libraries, and other public buildings at a cost of
$4.8 million in Measure P.
Project is planned to complete the general renovation of 1301 Oleander Avenue. This facility was operated by the
Boys & Girls Club for over 30 years and now has been vacated and in need of renovation due to aged or broken assets
including: roof repairs, repainting, plumbing, flooring, kitchen repairs, electrical repairs, upgrades to energy efficient
fixtures, etc. The City's Community Services Department will be taking over operations once the facility is brought
back up to standard. Total project cost is $750,000 in Measure P.
FLEET MANAGEMENT SYSTEM (FMS)
There are no proposed CIP projects associated with Fleet infrastructure. However, with funding from Measure P, the
City has added electric charging stations at some City facilities to accommodate new electrical vehicles added to the
fleet.
PARKS MANAGEMENT SYSTEM (PMS)
The appropriation for Park Management System (PMS) projects is $2.8 million, which represents 5.74% of the
adopted CIP budget.
Projects totaling over $1.9 million funded by Measure P are planned for park infrastructure asset replacements and
repairs associated with drinking fountains, irrigation controls, lights, picnic tables, benches, etc. and assist with
bringing the City’s sports fields up to good standing.
A total of $847,041 is planned to develop a Master Plan for the Otay Ranch Community Park North, approximately 70
acres.
OPEN SPACE MANAGEMENT SYSTEM (OSMS)
The Open Space Districts and Community Facility Districts (CFD’s) were established with new subdivisions beginning in
the 1980s. These funding mechanisms were established to ensure sustainable improvements in the natural and
landscaped areas in and around the new developments. These fees were structured to allow incremental adjustment
with inflation and have generally kept pace with the maintenance needs of the districts. There are no proposed CIP
projects associated with the Open Space Management System.
URBAN FORESTRY MANAGEMENT SYSTEM (UFMS)
The Urban Forestry Management System is responsible for monitoring the overall health of trees throughout the City,
including street trees, park trees, and trees located on City property. The City continues to maintain City street trees
in order to:
Ensure ongoing traffic safety along City streets;
Enhance the appearance and image of the City;
Improve the air quality and the environment for City residents; and
Clear right‐of‐way obstructions.
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Industry standard sets the ideal schedule for periodic tree trimming as follows: Palms need to be trimmed every 1 or
2 years. Non‐palms are recommended to be trimmed every 3‐5 years (eucalyptus and pine every 2‐3 and broadleaf
every 5‐6). Based on an inventory of about 27,500 trees and using 5 years, the annual goal is to trim 5,500 trees.
There are no proposed CIP projects associated with the Urban Forestry Management System.
GENERAL GOVERNMENT MANAGEMENT SYSTEM (GGMS)
The appropriation for General Government System (GGS) projects is $764,000, which represents 1.55% of the
adopted CIP budget.
General Government
The City has approximately 164 Miles of aboveground electric distribution wires with an estimated cost to
underground of $275 million. The Franchise Agreement with SDGE Allocation is $2 million per year from 20A Funds.
Almost $40 million has been expended in undergrounding projects since the 1990’s. As of Spring 2021, the City’s 20A
fund allocation has a positive balance of $10.13 million. Draw down on the balance is expected in 2021 as the design
work for UUD # 141 is completed and the conversion work commences. According to Rule 20A, municipalities can
incur debt up to five times the annual allocation.
On November 21, 2017, the City Council held a Public Hearing and formed the two Utility Undergrounding Districts
(UUD) for the F Street corridor: F Street from Bay Blvd. to Broadway (UUD # 141) ‐ $3 million, and from Broadway to
Fourth Avenue (UUD #142) ‐ $1.6 million via Resolution 2017‐216. Design work has commenced with SDG&E on UUD
#141 and the undergrounding of the utilities will begin in 2020 with completion estimated in late 2021. MTS also
removed approximately 1,550 LF of railroad tracks, ties and ballast and repaved the center of F Street west of
Broadway in August of 2019 at a cost of about $600,000. SDG&E will begin the conversion work for UUD # 141 on F
street beginning in the Summer of 2021. Work will be completed west of Broadway by early 2023. The conversion
work east of Broadway on UUD # 142 is anticipated to follow immediately thereafter.
Funding of $454,000 in Measure P is being added to an existing project to replace and upgrade the citywide
telecommunications system. The telecommunications system needs to be upgraded as replacement components are
no longer manufactured.
Project is planned to replace bridges, address Americans with Disabilities Act (ADA) access issues, redo parking lot and
cart return area, trim trees, and complete other infrastructure repairs necessary to maintain operations at the Chula
Vista Municipal Golf Course. Project cost is $250,000.
A total of $60,000 is programmed for advance planning associated with the citywide CIP Program.
REGIONAL PROJECTS
The City of Chula Vista CIP includes funding for several studies related to regional projects. It does not include total
costs of regional projects funded or led by other agencies such as Caltrans or SANDAG. However, City staff often
partners or gets involved in the delivery of these projects since they provide a direct benefit to the community and
sustainable infrastructure. The following is a summary of various projects:
Interstate‐5 Multi‐modal Corridor Study
In an effort to identify all transportation related improvements needed along, across and within the four‐mile long
Interstate‐5 and rail corridor in Chula Vista, the City has combined efforts with Caltrans, Metropolitan Transit System
(MTS) and SANDAG to undertake this planning level study. Funding is provided by a combination of TransNet and two
Federal grants. The study has several phases of work and all three phases have been completed. Phase III commenced
in FY 2014 and is for the environmental work and preliminary engineering of grade‐separating the Palomar Street
light rail crossing near the intersection with Industrial Blvd. On January 28, 2020, the City Council approved the
Project Report for the Palomar Street Rail Grade Separation Project with Resolution 2020‐015.
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https://www.chulavistaca.gov/departments/engineering/light‐rail‐corridor‐improvements
Phase I identified and prioritized needed transportation improvements to improve mobility and goods movement
within the study area bounded by SR‐54 and Main Street. The results of the first phase study completed in December
2010 were included in the 2050 Regional Transportation Plan adopted by SANDAG in October 2011 and in 2015. This
report is used as a technical appendix to the SANDAG 2050 Regional Transportation Plan. Rail improvements were
identified as the highest near‐term need and led to the SANDAG’s Board of Directors approval of the design phase at
Palomar Street. Design began in 2021 and will be completed by end of 2023.
http://www.sandag.org/index.asp?projectid=387&fuseaction=projects.detail
Phase II, the Chula Vista Light Rail Corridor Improvements Project Study Report, is a grade separation study for each
of the three light rail trolley stations at E Street, H Street and Palomar Street. This document, completed in August
2012, has planning level work for the ultimate rail corridor improvements in Chula Vista. Final recommendations from
the Light Rail Train (LRT) Improvement study were incorporated into the Phase III environmental work for the
Palomar Street location as well as future regional plans and as individual projects into the Bayfront Development
Impact Fee Program, the Western Transportation Development Impact Fee (WTDIF) Program and the CIP program.
https://www.chulavistaca.gov/departments/public‐works/engineering/chula‐vista‐light‐rail‐corridor‐improvements‐
project‐study‐report
In April of 2017, the E Street, F Street & H Street rail corridor study was updated to include additional information on
project limits and a program level cost estimate. The “CHULA VISTA LIGHT RAIL CORRIDOR IMPROVEMENTS FINAL
SUPPLEMENTAL PROJECT STUDY REPORT” functions as a supplemental report to the 2012 Project Study Report, and
whose purpose is to document the analysis of one additional alternative for grade‐separating the MTS (San Diego
Metropolitan Transit System) LRT tracks from the roadway crossings at E and H Streets by combining the two grade
separations into one project. Since F Street is between E and H Streets, this combined project would also grade‐
separate the F Street crossing. The three future grade separated tracks are also used by the freight trains that travel
through this corridor.
https://www.chulavistaca.gov/home/showpublisheddocument?id=16349
The completed Phase I and Phase II studies serve to identify an accurate project description for Phase III, a future LRT
grade‐separation Environmental Impact Report (EIR) for the Palomar Street rail crossing that commenced in FY 2013‐
14 was completed in January 2020. This environmental and preliminary design work was the last phase of the I‐5
Multi‐modal Corridor Study. The Palomar Street crossing is the highest priority LRT grade‐separation project out of 27
study locations evaluated within San Diego County. City staff worked with SANDAG staff to obtain the $5 million
design phase funded in FY20 for the next phase of work for Palomar Street. The construction phase is likely to get
regional, State & Federal funding once the design phase nears completion in late 2023. The design phase is estimated
to take 24 to 30 months. Pending SANDAG funding for the construction phase in FY22 or FY23, construction could be
up to 36 months in duration with a project completion date by end of 2026 at the earliest.
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The H Street and the E street locations rank fourth and sixth, respectively. Due to the proximity of the F Street
crossing and freight rail profile design constraints between the Sweetwater River and the J Street rail crossing, F
Street must be grade separated along with the E Street and H Street rail crossings. The updated April 2017 E Street &
H Street Grade Separation Project Alternatives Analyses/Feasibility Study (AA/FS) Report was completed with input
from the freight rail operator. This AA/FS report provides additional information on the extent of the work needed
from south of the Sweetwater River to a point south of the J Street crossing for this corridor. The AA/FS report also
includes a preliminary opinion of probable costs.
Ultimate improvements for this freight and LRT rail corridor are planned for in the SANDAG Regional Transportation
Plan and shown in Appendix A.
https://sdforward.com/previous‐plan‐dropdown/chapters‐and‐appendices
This project titled “Blue Line/Mid‐Coast Frequency Enhancements and rail grade separations at 28th St, 32nd St, E St,
H St, Palomar St, at Taylor St and Ash St, and Blue/Orange Track Connection at 12th/Imperial” is included as in the
”2019 Federal Regional Transportation Plan” – Appendix A, as a two phased project with a planned completion date
of Year 2035 for the work within Chula Vista. No funding is yet identified for the E Street (& F Street) to H Street rail
corridor other than the current design phase of work at Palomar Street. As indicated below, the Chula Vista locations
are planned to be completed by year 2035. In FY21, staff submitted to SANDAG an application packet for all four
Chula Vista rail improvements so that they can be considered in the next Federal Transportation Act.
Phase I ‐ Blue Line Frequency Enhancements and rail grade separations at 28th St, 32nd St, E St, H St, Palomar St, and
Blue/Orange Track Connection at 12th/Imperial (Year 2035).
Phase II ‐ Blue Line rail grade separations at Taylor St and Ash St (Year 2050).
Main Street Extension from Heritage Road to La Media Road.
The project is in coordination with the development community to consider several roadway alignments of which one
includes a bridge over Wolf Canyon and associated utilities. The initial works involves meeting with the resource
agencies and ultimately issue a request for proposal to complete the environmental document and preliminary level
bridge and utility design. The development community continues their evaluation of various land use alternatives that
will determine the timing and alignment needs for this arterial roadway but more immediate needs are further east
along the SR‐125 corridor.
Interchanges on SR‐125 at Main St./Hunte Pkwy and at Otay Valley Rd. (La Media Rd.)
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On July 30, 2020, as new development continues in the southeastern portion of the city in Otay Ranch, the developer,
with approval by the city, initiated work with Caltrans on a future pair of $65M interchanges at SR‐125/Main Street
and at SR‐125/Otay Valley Road (La Media Road). Additional discussion with Caltrans has been conducted on the first
interchange with SR‐125 at the easterly terminus of Main Street between Magdalena Avenue and westerly extension
of Hunte Parkway from Eastlake Parkway. In order to eventually proceed to the construction phase for the initial
interchange at Main Street, the developer has entered into a Highway Improvement Agreement which requires as the
initial phase a Project Initiation Document (PID) via a Project Study Report. The PID will take one year to complete.
The second location is an overcrossing planned south of Main Street at Otay Valley Road. Otay Valley Road is the
south‐to‐easterly extension of La Media Road across the SR‐125 corridor. This overcrossing is needed but may be
constructed as a secondary interchange pending the traffic and geometric studies.
The phase of work and completion of work timeline for the SR‐125 interchanges are:
1. Project Initiation Document/Project Study Report (FY22)
2. Project Report/Environmental Document (FY24)
3. Construction Phase (Begin FY24 – Open to Public FY27)
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I‐805 South Express Lanes Project (from “http://www.KeepSanDiegoMoving.com” website):
The I‐805 South Express Lanes Project area is roughly 11 miles, between East Palomar Street in Chula Vista and the I‐
805/SR 15 interchange in San Diego. The project includes the addition of carpool (HOV)/Express Lanes within the
freeway median. Additionally, the project includes the construction of a Direct Access Ramp (DAR) at East Palomar
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Street in Chula Vista that connects to the carpool/Express Lanes, as well as intermediate access points, direct
connectors, in‐line transit stations, and park & ride locations. The I‐805 South Express Lanes Project will be
constructed in two major phases.
Phase I – COMPLETED
Phase I Improvements included the addition of one carpool or HOV, lane, in each direction along an eight‐mile
segment stretching from East Naples Street in Chula Vista to State Route 94 (SR 94) in San Diego. Phase I also included
a new DAR, Transit Station and Park & Ride lots at East Palomar Street in Chula Vista, which opened on January 4,
2017, and the addition of 10 sound walls along the route to help mitigate freeway noise and enhance the quality of
life for neighboring communities.
Phase II
The second phase of the I‐805 South Express Lanes Project will further expand transportation choices by expanding
the carpool lanes into Express Lanes, allowing for solo drivers using FasTrak®. Phase II also includes the addition of in‐
line transit stations and direct freeway‐to‐freeway HOV connectors.
•Express Lanes* – The carpool lanes will be converted into Express Lanes between East Palomar Street and the I‐
805/SR 15 interchange. The Express Lanes will serve the South Bay Rapid, carpools, vanpools, buses, motorcycles,
permitted clean air vehicles, and solo drivers using FasTrak®.
•Transit Stations* – In‐line transit stations will be constructed at East H Street in Chula Vista and East Plaza Boulevard
in National City. These stops will provide convenient access to the South Bay Rapid system and reduce travel times by
eliminating the need for vehicles to exit the freeway. A transit station along State Route 94 and an in‐line transit
station along I‐805 near the 47th Street Trolley Station are planned as parts of other projects.
•Direct Connectors* – Direct freeway‐to‐freeway HOV connectors between I‐805 and SR 15 will allow seamless
transitions between the carpool lanes. The direct connectors will help maintain consistent traffic speed within the
Express Lanes. A direct connector at SR 94 is planned as part of a separate project.
•Sound Walls – Phase II of the I‐805 South Express Lanes Project will include the construction of five additional sound
wall segments between East Naples Street and Bonita Road. Walls will abate freeway noise by at least five decibels
and will improve the quality of life for nearby residents. Construction of the first stage of sound walls began in the fall
2018 and is scheduled to be completed in late 2021.
* Construction of these improvements will be scheduled as funding becomes available.
In 2018, the construction phase began for the sound walls between East Naples Street and SR‐54. The $42M sound
wall and Sweetwater Bridge deck work will ultimately noticeably reduce ambient noise levels to nearby residents and
widen the I‐805 Sweetwater River Bridge south of the SR‐54 interchange so that there is more left and northbound
right shoulder area, complete the seismic retrofit and make other improvements for the northbound direction.
https://www.keepsandiegomoving.com/I‐805‐corridor/I‐805‐south‐segment.aspx
The South Bay Bus Rapid Transit (SBBRT) Project
Significant construction work was completed for South Bay Rapid in FY 2017/18 and FY 2018/19. This project includes
12 stations along a 26‐mile route from the Otay Mesa Port of Entry to Downtown San Diego via eastern Chula Vista,
connecting to employment and activity centers in Downtown San Diego and South County. This project also will
include a nearly six‐mile‐long transit‐only guideway within the center median of East Palomar Street and along
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Eastlake Parkway in Chula Vista. Construction of one of the four segments (from Heritage Road to Olympic Parkway)
was completed at the end of 2017. Two segments (Olympic Parkway to Birch Road & Otay Mesa Transit Center) were
completed in 2018. Due to extensive utility relocation work between Oleander Avenue and Paseo Ladera, the last
segment, Oleander Avenue to Heritage Road, was completed in early 2021. Rapid service began on January 27, 2019.
Construction through Chula Vista will be completed in three (3) phases by SANDAG plus one (1) phase by the
developer:
1. Phase 1A ‐ from Oleander Avenue to Heritage Road. This segment is under construction now and has
provided a new traffic signal at Oleander Avenue/East Palomar Street. Except for the landscaping
maintenance period, all construction was completed in FY 2020/21.
2. Phase 1B ‐ from Heritage Road to Olympic Parkway. Construction began in February 2016 and was completed
in fiscal year 2018.
3. Phase 2 ‐ from Olympic Parkway and across the SR‐125 Toll Road via a new pedestrian and bus bridge
overcrossing. Then around the northerly and easterly frontage of the Otay Ranch Mall to Birch Road.
Construction began in September 2016. This phase was completed in fiscal year 2019.
4. Millenia Station ‐ work by the developer south of Birch Road within the Millenia project area was generally
completed in fiscal year 2019.
Updates to the regional projects can be found on the following weblink:
www.keepsandiegomoving.com
Future I‐5 (Blue Line), SR 125 & I‐805 (Purple Line) Corridor System Management Plans
In late 2019, the SANDAG Board of Directors took two actions that ultimately approved an amendment to the FY 2020
Program Budget, adding $593.4 million in formula funds for numerous regionwide projects. For Chula Vista, the
freeway corridors listed below have commenced and will conclude with recommendations for various transportation
improvements that could be implemented in phases over many years:
• Complete Corridor: Blue Line Express/I‐5 South & Palomar St Rail Xing
• Complete Corridor: High Speed Transit/SR 125
• Complete Corridor: Purple Line Corridor/I‐805
https://www.sandag.org/uploads/meetingid/meetingid_5155_26613.pdf
https://www.sandag.org/uploads/meetingid/meetingid_5174_26749.pdf
City staff has been working with SANDAG on the Comprehensive Multimodal Corridor Plan (CMCP) known as the
South Bay to Sorrento (SB2S) Study. The CMCP evaluates all travel modes and transportation facilities in a defined
corridor – highways and freeways, parallel and connecting roadways, transit (bus, bus rapid transit, light rail, intercity
rail, etc.), pathways, and bikeways to accommodate more efficient movement of people and goods through the
southern portion of San Diego County. Work began in FY 2020/21 and will be completed in FY 2021/22.
https://www.sandag.org/uploads/publicationid/publicationid_4725_28441.pdf
CIP DOCUMENT
The initial proposed capital improvement project detail sheets are posted annually in April of each year on the Public
Works website for public comment and review.
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https://www.chulavistaca.gov/departments/public‐works/projects
The proposed CIP is presented at a Council Budget Workshop and adopted in June of every year.
Additionally, the Engineering & Capital Projects Department publishes an annual adopted CIP budget. The document
is made available at the City Clerk’s Office, the Civic Center Library, Otay Ranch Mall Library, the South Chula Vista
Library, and the City’s website.
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CIP BUDGET SUMMARY
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CAPITAL IMPROVEMENT BUDGET
Funding Summary by Project Type
BUILDING
FY 2021-22
PROPOSED
GGV0231 Civic Center and South Chula Vista Libraries (Measure P)$1,749,227
GGV0232 Police Facility Repairs (Measure P)$474,656
GGV0234 Public Building Repairs (Measure P)$1,622,417
GGV0243 Fire Stations Repair/Replace Phase2 (Measure P)$207,409
GGV0247 Loma Verde Aquatic and Recreation Center (Measure P)$15,166,629
GGV0251 Fire Station Plymovent Exhaust (Measure P)$200,000
GGV0252 Fire Station #1 Repair/Replace (Measure P)$550,000
GGV0257 1301 Oleander Ave Building Repairs $750,000
$20,720,338 BUILDING TOTAL
DRAINAGE
FY 2021-22
PROPOSED
DRN0214 Installation of Full Capture Trash BMPs $15,000
DRN0217 Corrugated Metal Pipe Repair In The Right-Of-Way $809,790
DRN0219 CMP Rehab Outside of Right of Way Phase III - Measure P $3,300,000
$4,124,790 DRAINAGE TOTAL
GENERAL GOVERNMENT
FY 2021-22
PROPOSED
CTY0202 CIP Advance Planning $60,000
GGV0237 Citywide Telecommunications $454,000
GGV0259 Golf Course Improvements $250,000
$764,000 GENERAL GOVERNMENT TOTAL
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CAPITAL IMPROVEMENT BUDGET
Funding Summary by Project Type
PARKS
FY 2021-22
PROPOSED
PRK0326 Park Infrastructure (Measure P)$1,594,340
PRK0327 Sport Courts and Fields (Measure P)$384,255
REC0261 Otay Ranch Community Park North Master Plan $847,041
$2,825,636 PARKS TOTAL
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CAPITAL IMPROVEMENT BUDGET
Funding Summary by Project Type
ROADWAY
FY 2021-22
PROPOSED
CTY0219 Pavement Management System $120,000
CTY0232 ADA Pedestrian Connectivity Program $50,000
STL0442 Street Improvements for Alpine Ave. Between Emerson St. & Naples St.$350,300
STL0443 Sidewalk Rehab Citywide (Measure P)$1,000,000
STL0454 ADA Pedestrian Curb Ramps Program FY2021/22 $250,000
STL0455 Pavement Maintenance Program FY2021/22 $1,780,554
STL0456 Sidewalk Replacement Program FY2021/22 $250,000
STL0457 RMRA Pavement Maintenance - FY2021/22 $1,000,000
STM0369 Bikeway Facilities Gap Program $300,000
STM0405 ADA Path Installation at Otay Lakes Road at Camino Del Cerro Grande $75,000
STM0406 Bay Boulevard at L Street Sidewalk Improvements Study $50,000
STM0407 F Street Undergrounding Phase 2 - Street Light Design $50,000
STM0408 Pavement Rehabilitation Program FY2021/22 $3,850,000
STM0409 PID & PRED for SR-125 at Main Street and Otay Valley Road Interchanges $230,000
STM0410 RMRA Pavement Rehabilitation - FY2021/22 $4,304,644
TRF0274 Traffic Count Station Program $20,000
TRF0321 Citywide Traffic Data Program $20,000
TRF0325 Traffic Monitoring Program $30,000
TRF0327 Neighborhood Road Safety Program $75,000
TRF0332 Signing and Striping Program $25,000
TRF0350 Traffic Signal System Optimization Program $320,000
TRF0366 Traffic Signal and Streetlight Systems Upgrade and Modification Program $300,000
TRF0403 Traffic Signal Communication Improvements East of I-805 $700,000
TRF0411 Pedestrian Improvements at Uncontrolled Mid-block Crosswalks at Castle Park
Middle School
$60,000
TRF0415 Telegraph Canyon Road Raised Median Improvements $441,100
TRF0424 Pedestrian Hybrid Beacon Upgrade - Fourth at Westby $50,000
TRF0426 Adaptive Signal System Expansion along Otay Lakes Road $450,000
TRF0427 North Second Avenue Shoulder Improvements $227,500
TRF0429 Pedestrian and Guardrail Improvements at Various Locations $300,000
$16,679,098 ROADWAY TOTAL
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CAPITAL IMPROVEMENT BUDGET
Funding Summary by Project Type
WASTEWATER
FY 2021-22
PROPOSED
SWR0286 Agua Vista Pump Station Upgrades $174,000
SWR0311 Poggi Canyon Sewer Improvements on Olympic Parkway at Concord Way $1,353,000
SWR0312 Sewer Rehab & Upsize - Telegraph Canyon Basin (Industrial Blvd)$1,667,000
SWR0320 Sewer Manhole Rehabilitation FY2020/2021 $150,000
SWR0322 Sewer Pipeline Rehabilitation FY2021/2022 $200,000
SWR0323 Sewer Pipeline Upsize: 5th Ave between K and J Sts.$363,000
SWR0324 Wastewater Master Plan Update FY2021/2022 $200,000
$4,107,000 WASTEWATER TOTAL
$49,220,862 GRAND TOTAL - ALL PROJECTS:
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FY2022 City of Chula Vista Proposed Budget
FIVE‐YEAR CIP PROJECT SUMMARY
SCHEDULE
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City of Chula Vista
2021/22 - 2025/26 Capital Improvement Program
CIP #Project Name 2021/2022 2022/2023 2023/2024 2024/2025 2025/2026 Total
CIP Advance PlanningCTY0202 $60,000 60,000 60,000 60,000 60,000 300,000
Pavement Management SystemCTY0219 $120,000 120,000 120,000 120,000 120,000 600,000
ADA Pedestrian Connectivity
Program
CTY0232 $50,000 50,000 50,000 50,000 50,000 250,000
Installation of Full Capture Trash
BMPs
DRN0214 $15,000 15,000 20,000 20,000 20,000 90,000
Corrugated Metal Pipe Repair In
The Right-Of-Way
DRN0217 $809,790 0 0 0 0 809,790
CMP Rehab Outside of Right of
Way Phase III - Measure P
DRN0219 $3,300,000 0 0 0 0 3,300,000
Civic Center and South Chula Vista
Libraries (Measure P)
GGV0231 $1,749,227 0 0 0 0 1,749,227
Police Facility Repairs (Measure P)GGV0232 $474,656 0 0 0 0 474,656
Public Building Repairs (Measure P)GGV0234 $1,622,417 0 0 0 0 1,622,417
Citywide TelecommunicationsGGV0237 $454,000 0 0 0 0 454,000
Fire Stations Repair/Replace
Phase2 (Measure P)
GGV0243 $207,409 0 0 0 0 207,409
Loma Verde Aquatic and Recreation
Center (Measure P)
GGV0247 $15,166,629 0 0 0 0 15,166,629
Fire Station Plymovent Exhaust
(Measure P)
GGV0251 $200,000 0 0 0 0 200,000
Fire Station #1 Repair/Replace
(Measure P)
GGV0252 $550,000 0 0 0 0 550,000
1301 Oleander Ave Building
Repairs
GGV0257 $750,000 0 0 0 0 750,000
Golf Course ImprovementsGGV0259 $250,000 0 0 0 0 250,000
Park Infrastructure (Measure P)PRK0326 $1,594,340 0 0 0 0 1,594,340
Sport Courts and Fields (Measure
P)
PRK0327 $384,255 0 0 0 0 384,255
Otay Ranch Community Park North
Master Plan
REC0261 $847,041 0 0 0 0 847,041
Street Improvements for Alpine Ave.
Between Emerson St. & Naples St.
STL0442 $350,300 0 0 0 0 350,300
Sidewalk Rehab Citywide (Measure
P)
STL0443 $1,000,000 0 0 0 0 1,000,000
ADA Pedestrian Curb Ramps
Program FY2021/22
STL0454 $250,000 250,000 250,000 250,000 250,000 1,250,000
Pavement Maintenance Program
FY2021/22
STL0455 $1,780,554 1,000,000 1,000,000 1,000,000 1,000,000 5,780,554
Sidewalk Replacement Program
FY2021/22
STL0456 $250,000 250,000 250,000 250,000 250,000 1,250,000
RMRA Pavement Maintenance -
FY2021/22
STL0457 $1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 5,000,000
Bikeway Facilities Gap ProgramSTM0369 $300,000 300,000 300,000 300,000 300,000 1,500,000
ADA Path Installation at Otay Lakes
Road at Camino Del Cerro Grande
STM0405 $75,000 175,000 0 0 0 250,000
Bay Boulevard at L Street Sidewalk
Improvements Study
STM0406 $50,000 0 0 0 0 50,000
F Street Undergrounding Phase 2 -
Street Light Design
STM0407 $50,000 0 0 0 0 50,000
Pavement Rehabilitation Program
FY2021/22
STM0408 $3,850,000 3,800,000 3,900,000 4,000,000 4,100,000 19,650,000
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City of Chula Vista
2021/22 - 2025/26 Capital Improvement Program
CIP #Project Name 2021/2022 2022/2023 2023/2024 2024/2025 2025/2026 Total
PID & PRED for SR-125 at Main
Street and Otay Valley Road
Interchanges
STM0409 $230,000 0 0 0 0 230,000
RMRA Pavement Rehabilitation -
FY2021/22
STM0410 $4,304,644 4,800,000 5,000,000 5,200,000 5,400,000 24,704,644
Agua Vista Pump Station UpgradesSWR0286 $174,000 0 0 0 0 174,000
Poggi Canyon Sewer Improvements
on Olympic Parkway at Concord
Way
SWR0311 $1,353,000 0 0 0 0 1,353,000
Sewer Rehab & Upsize - Telegraph
Canyon Basin (Industrial Blvd)
SWR0312 $1,667,000 0 0 0 0 1,667,000
Sewer Manhole Rehabilitation
FY2020/2021
SWR0320 $150,000 0 0 0 0 150,000
Sewer Pipeline Rehabilitation
FY2021/2022
SWR0322 $200,000 200,000 200,000 200,000 200,000 1,000,000
Sewer Pipeline Upsize: 5th Ave
between K and J Sts.
SWR0323 $363,000 0 0 0 0 363,000
Wastewater Master Plan Update
FY2021/2022
SWR0324 $200,000 0 0 0 0 200,000
Traffic Count Station ProgramTRF0274 $20,000 25,000 25,000 25,000 25,000 120,000
Citywide Traffic Data ProgramTRF0321 $20,000 30,000 30,000 30,000 30,000 140,000
Traffic Monitoring ProgramTRF0325 $30,000 30,000 30,000 30,000 30,000 150,000
Neighborhood Road Safety
Program
TRF0327 $75,000 50,000 50,000 50,000 50,000 275,000
Signing and Striping ProgramTRF0332 $25,000 25,000 25,000 25,000 25,000 125,000
Traffic Signal System Optimization
Program
TRF0350 $320,000 300,000 300,000 300,000 300,000 1,520,000
Traffic Signal and Streetlight
Systems Upgrade and Modification
Program
TRF0366 $300,000 300,000 300,000 300,000 300,000 1,500,000
Traffic Signal Communication
Improvements East of I-805
TRF0403 $700,000 0 0 0 0 700,000
Pedestrian Improvements at
Uncontrolled Mid-block Crosswalks
at Castle Park Middle School
TRF0411 $60,000 0 0 0 0 60,000
Telegraph Canyon Road Raised
Median Improvements
TRF0415 $441,100 0 0 0 0 441,100
Pedestrian Hybrid Beacon Upgrade
- Fourth at Westby
TRF0424 $50,000 0 0 0 0 50,000
Adaptive Signal System Expansion
along Otay Lakes Road
TRF0426 $450,000 0 0 0 0 450,000
North Second Avenue Shoulder
Improvements
TRF0427 $227,500 0 0 0 0 227,500
Pedestrian and Guardrail
Improvements at Various Locations
TRF0429 $300,000 0 0 0 0 300,000
$49,220,862 Total: 53 12,780,000 12,910,000 13,210,000 13,510,000 101,630,862
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FY2022 City of Chula Vista Proposed Budget
MEASURE A FUND SUMMARY
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FY2022 City of Chula Vista Proposed Budget
Measure A Fund Summary
The Measure A fund accounts for revenues and expenditures related to the approved ballot measure adopting a one‐
half (½) cent Public Safety General Transactions and Use Tax (Sales Tax) in the City of Chula Vista.
In December 2017, City staff presented the Public Safety Staffing Strategies Report to the City Council. This report
outlined staffing proposals for the Police and Fire Department that addressed critical needs. After discussions regarding
the critical needs and funding options, the City Council directed the City Manager to return with a proposal for Council
consideration to place a half‐cent sales tax measure before the voters to fund public safety critical needs.
In February 2018, City staff presented the City Council with a ballot measure to consider for placement to address public
safety staffing on the ballot in June 2018. The tax will remain in place unless and until the voters repealed it. Concurrent
with the approval of placing the measure on the ballot, the City Council adopted an Intended Public Safety Expenditure
Plan for the anticipated revenues generated from the measure.
On June 5, 2018 Chula Vista voters approved Measure A, authorizing the one‐half cent sales tax increase. Collection of
the sales tax began October 1, 2018.
The sales tax will allow the Chula Vista Fire and Police Departments to provide faster responses to 9‐1‐1 emergency
calls, increase neighborhood police patrols, reduce gang and drug‐related crimes, address homelessness, and improve
firefighter, paramedic and emergency medical response times.
The City has established a separate fund to track and account for income and expenses and appointed a Citizen’s
Oversight Committee (“COC”) to ensure transparency in the use of Measure A Funds.
REVENUES
The fiscal year 2022 Proposed Budget reflects the allocation of approximately $23.0 million in Measure A sales tax
revenues and approximately $0.2 is from FEMA SAFER grant reimbursement for the Fire Department for a total of $23.2
in revenues. Sales tax revenues are received in the City’s General Fund, and then transferred into the Measure A Fund.
The following table reflects the Measure A revenues by category.
Measure A Fund Revenues
CATEGORY
FY 2021
ADOPTED
FY 2022
PROPOSED CHANGE % CHANGE
Revenue from Other Agencies ‐$ 250,000$ 250,000$ 0.0%
Transfers In 20,239,641$ 22,943,658$ 2,704,017$ 13.4%
Total 20,239,641$ 23,193,658$ 2,704,017$ 13.4%
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FY2022 City of Chula Vista Proposed Budget
EXPENDITURES
The fiscal year 2022 Proposed Measure A Budget includes approximately $18.5 million in expenditures for the Fire and
Police Departments, to follow are the major categories for each department as noted within the Spending Plan:
Police Department
Personnel Costs – The budget includes funding for the costs related to the approved Measure A positions.
Sworn Non‐Personnel Costs – Funding included for equipment and supplies to support sworn staff.
Civilian Non‐Personnel Costs – Funding included for equipment and supplies to support civilian staff.
Computers and Other Equipment – Includes funding for computers and equipment used by staff within the fund.
Police Vehicles, Outfitting, Maint., Fuel, etc. – Funding included for Police vehicles and the costs associated with
their operation.
Reimbursement for Support Staff (IT, Fin, HR, City Attorney) – Includes funding for the departments that provide
the Measure A support to the Police Department.
Transfers Out – This category reflects funding for the 2021 Pension Obligation Bonds debt service payment and
Section 115 Trust for OPEB contributions.
Fire Department
Personnel Costs – The budget includes funding for costs related to Measure A positions.
Academy Costs – Funding for the Fire Academy.
PPE Maintenance – Includes funding for the maintenance of personal protection equipment.
Computers and Other Equipment – Includes funding for computers and equipment used by staff within the fund.
Fire Vehicles, Outfitting, Maint., Fuel, etc. – Funding included for Fire vehicles and the associated costs of operation.
Reimbursement for Support Staff (IT, Fin, HR, City Attorney) – Includes funding the departments that provide
Measure A support to the Fire Department.
Transfers Out – This category reflects funding for the 2021 Pension Obligation Bonds debt service payment, Section
115 Trust for OPEB contributions, and contributions to the Vehicle Replacement Fund.
The following table provides the detailed breakdown of the Measure A expenditures by category.
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FY2022 City of Chula Vista Proposed Budget
Measure A Fund Expenditures
CATEGORY
FY 2021
ADPOTED
FY 2022
PROPOSED Change
POLICE DEPARTMENT:
Personnel Services 7,089,099$ 8,311,671$ 1,222,572$
Supplies & Services 525,737$ 739,956$ 214,219$
Other Expenses 375,375$ 427,069$ 51,694$
Internal Service Charges 30,767$ 31,094$ 327$
Other Capital 189,233$ 165,000$ (24,233)$
Transfers Out ‐$ 1,158,165$ 1,158,165$
Total Police Department Expenditures 8,210,211$ 10,832,955$ 2,622,744$
FIRE DEPARTMENT:
Personnel Services 6,216,712$ 5,974,227$ (242,485)$
Supplies & Services 203,405$ 389,431$ 186,026$
Utilities ‐$ 3,240$ 3,240$
Other Expenses 375,375$ 427,069$ 51,694$
Internal Service Charges 37,789$ 38,191$ 402$
Transfers Out 218,942$ 852,427$ 633,485$
Total Fire Department Expenditures 7,052,223$ 7,684,585$ 632,362$
TOTAL EXPENDITURES $ 15,262,434 $ 18,517,540 $ 3,255,106
STAFFING
The fiscal year 2022 budgeted staffing totals are 86.00 FTE, of which 30.00 are in the Fire Department and 56.00 are in
the Police Department. The below table summarizes the staffing changes.
Measure A Fund Staffing
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Personnel Services 2,137,942 7,033,433 13,305,811 14,285,898
Supplies and Services 82,908 499,979 729,142 1,129,387
Other Expenses 503,626 750,394 750,750 854,138
Other Capital 60,420 1,032,001 189,233 165,000
Internal Service Charges - 8,702 68,556 69,285
Transfers Out - 218,942 218,942 2,010,592
TOTAL EXPENDITURES 2,784,896$ 9,543,450$ 15,262,434$ 18,517,540$
REVENUES
Revenue from Other Agencies - (86,915) - (250,000)
Transfers In (14,088,106) (20,119,656) (20,239,641) (22,943,658)
TOTAL REVENUES (14,088,106)$ (20,206,571)$ (20,239,641)$ (23,193,658)$
NET FUND ACTIVITY (11,303,210)$ (10,663,121)$ (4,977,207)$ (4,676,118)$
2018 MEAURE A SALES TAX FUND (222)
FUND SUMMARY
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MEASURE P FUND SUMMARY
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Measure P Fund Summary
The Measure P fund accounts for revenues and expenditures related to the approved ballot measure adopting a one‐
half (½) cent General Transactions and Use Tax (Sales Tax) in the City of Chula Vista.
On August 2, 2016, the City Council approved Ordinance 3371 (“Ordinance”) modifying the Municipal Code to
establish a temporary one‐half cent Sales Tax if approved by the voters. As part of the action to approve the
Ordinance, the City Council approved a spending plan described as the Intended Infrastructure, Facilities and
Equipment Expenditure Plan (Expenditure Plan), which identified how the funds were to be allocated.
On November 8, 2016 Chula Vista voters approved Measure P, authorizing the one‐half cent sales tax increase on
retail sales within the City for a period of ten (10) years.
Collection of the sales tax began April 1, 2017. The sales tax is anticipated to exceed the original estimated amount of
$186 million over the ten‐year collection period. The proceeds of the tax will be used to upgrade police, fire,
paramedic and 9‐1‐1 equipment, vehicles and facilities; fund streets and sidewalks; replace storm drains to prevent
sinkholes; improve parks; repair recreation facilities; and repair or replace other city infrastructure.
The City has established a separate fund to track and account for income and expenses and appointed a Citizen’s
Oversight Committee (“COC”) to ensure transparency in the use of Measure P Funds.
REVENUES
The fiscal year 2022 Adopted Budget reflects the allocation of approximately $22.7 million in Measure P sales tax
revenues. These sales tax revenues are received in the City’s General Fund, and then transferred into the Measure P
Fund.
The following table reflects the Measure P revenues by category.
Measure P Fund Revenues
CATEGORY
FY 2021
ADOPTED
FY 2022
PROPOSED CHANGE % CHANGE
Transfers In 20,020,000$ 22,777,017$ 2,757,017$ 13.8%
Total 20,020,000$ 22,777,017$ 2,757,017$ 13.8%
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EXPENDITURES
The fiscal year 2022 Proposed Measure P Budget includes approximately $42.5 million in expenditures for fire station
repair/replacement, police facility repairs, recreation centers, libraries, other public buildings, sports courts and fields,
park infrastructure, other infrastructure, equipment, fleet purchases and debt service. To follow are the major
categories as noted within the adopted Expenditure Plan:
The following table provides the breakdown of the Measure P expenditures by project category.
Measure P Fund Expenditures
PROJECT
FY 2022
PROPOSED
Fire Vehicles 2,070,855$
Police Vehicles 1,547,200$
Non‐Safety City Vehicles 2,434,000$
Police Equipment 68,116$
Police Communications & Dispatch System 384,537$
Regional Communications System (RCS) 345,261$
Fire Station Repair/Replacements 957,409$
Police Facility Repairs 474,656$
Other Public Buildings 19,288,273$
Sports Courts and Fields 384,255$
Park Infrastructure 1,594,340$
Other Infrastructure 4,400,000$
Citywide Telecommunications 454,000$
Total Project Expenditures 34,402,902$
Administrative Expenses 12,416$
Annual Debt Service Payments 8,134,250$
TOTAL EXPENDITURES $ 42,549,568
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BUDGET CATEGORY
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
EXPENDITURES
Supplies and Services 131,530 394,899 245,632 294,831
Other Expenses 8,852,425 9,033,223 9,033,738 9,428,154
Other Capital 5,371,110 2,677,672 6,136,000 5,273,650
CIP Project Expenditures 14,471,811 29,116,698 3,674,630 27,452,933
Non-CIP Project Expenditures - 100,000 100,000 100,000
TOTAL EXPENDITURES 28,826,875$ 41,322,491$ 19,190,000$ 42,549,568$
REVENUES
Use of Money and Property (1,711,589) (1,648,047) - -
Other Revenue (152,440) (79,987) - -
Transfers In (20,016,492) (20,037,276) (20,020,000) (22,777,017)
TOTAL REVENUES (21,880,521)$ (21,765,473)$ (20,020,000)$ (22,777,017)$
NET FUND ACTIVITY 6,946,354$ 19,557,018$ (830,000)$ 19,772,551$
2016 MEAURE P SALES TAX FUND (220)
FUND SUMMARY
223
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SUMMARY TABLES
Fund Appropriations by Department and
Expenditure Category
Schedule of Revenues
Schedule of Interfund Transfers
Authorized Positions by Department
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FUND APPROPRIATIONS BY
DEPARTMENT AND EXPENDITURE
CATEGORY
227
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PERSONNEL
SERVICES
SUPPLIES &
SERVICES UTILTIES
OTHER
EXPENSES
OTHER
CAPITAL
INTERNAL
SERVICE
CHARGES
TRANSFERS
OUT CIP PROJECTS
NON-CIP
PROJECTS
TOTAL
FY 2022
100 General Fund
01 City Council 1,392,773 105,880 1,307 - 3,190 - - - - 1,503,150
02 Boards & Commissions - 58,536 - - - - - - - 58,536
03 City Clerk 838,787 368,431 450 - - - - - - 1,207,668
04 City Attorney 2,678,341 367,374 1,357 - 4,948 - - - - 3,052,020
05 Administration 2,055,176 324,880 832 - - - - - - 2,380,888
06 Information Technology 2,235,144 1,231,516 3,302 - 87,890 - - - - 3,557,852
07 Human Resources 2,331,207 405,825 1,857 - 2,500 - - - - 2,741,389
08 Finance 3,381,437 343,215 2,700 - 3,573 - - - - 3,730,925
09 Non-Departmental 1,462,853 4,199,616 2,600 1,334,798 - - 70,799,271 - - 77,799,138
10 Animal Care Facility 2,258,848 351,950 33,609 4,500 6,282 53,766 - - - 2,708,955
11 Economic Development 1,308,924 195,154 3,250 - - - - - - 1,507,328
12 Development Services 2,333,230 156,100 2,250 11,000 - 23,886 - - - 2,526,466
13 Engineering/Capital Projects 7,313,342 353,517 856,943 95,000 5,000 187,575 386,566 - - 9,197,943
14 Police 47,338,171 2,219,470 326,256 100,930 25,000 1,011,067 - - - 51,020,894
15 Fire 26,642,232 1,190,691 219,142 - - 1,113,250 63,959 - - 29,229,274
16 Public Works 8,215,403 2,295,683 629,828 10,000 3,000 469,691 - - - 11,623,605
17 Parks and Recreation 6,759,229 992,913 2,603,011 27,500 26,423 324,331 - - - 10,733,407
18 Library 3,002,286 264,343 214,730 400 - 3,381 - - - 3,485,140
100 GENERAL FUND TOTAL 121,547,383 15,425,094 4,903,424 1,584,128 167,806 3,186,947 71,249,796 - - 218,064,578
220 2016 Measure P Sales Tax - 294,831 - 9,428,154 5,273,650 - - 27,452,933 100,000 42,549,568
221 Transportation Grants-Gas Tax 215,514 2,779 - -- 5,053 4,442,977 7,751,588 - 12,417,911
222 2018 Measure A Sales Tax 14,285,898 1,129,387 3,240 854,138 165,000 69,285 2,010,592 - - 18,517,540
227 Transportation Sales Tax - - - - - - - 7,204,500 - 7,204,500
234 Advanced Life Support Program 695,571 276,816 - - 193,469 15,111 1,388,251 - - 2,569,218
241 Parking Meter - 360,700 13,070 198,500 - - 961 - - 573,231
245 Traffic Safety - 138,500 - - - - 399,140 - - 537,640
266 Special Revenue Endowments - 70,000 - - - - 921 - - 70,921
269 Other Grants 80,000 - - 22,333 - - - - - 102,333
270 Mobile Park Fee - 28,000 - 37,000 - - - - - 65,000
271 Local Grants 83,448 136,500 - 2,000 40,000 - - - - 261,948
272 Federal Grants 5,465,848 2,235,307 10,660 782,018 1,194,740 - 2,318,255 350,300 1,758,114 14,115,242
273 State Grants 674,877 376,015 - 56,499 - 2,321 103,407 - 200,000 1,413,119
282 Environmental Services 842,104 1,412,462 51,585 110,351 4,600 7,331 474,037 - -2,902,470
301 Storm Drain - 348,100 840 - - - - - -348,940
311 CDBG Housing Program - -- 25,000 - - - - 75,000 100,000
313 Chula Vista Housing Authority 695,856 341,356 1,155 472,500 - - 338,901 - - 1,849,768
316 Public Educational & Govt Fee - 270,000 - - 270,000 - - - - 540,000
318 RDA Successor Agency Fund - 6,000 - 629,000 - - 2,795,754 - - 3,430,754
319 Housing Successor Agency - 57,900 - 2,008,500 6,000 - 6,269 - - 2,078,669
341 Public Liability Trust - 384,908 - 819,170 - - - - - 1,204,078
342 CFD 11-M Rolling Hills McM - 121,470 22,836 45,000 - - - - - 189,306
343 CFD 12-M Otay Ranch Village 7 - 336,440 119,693 77,999 - - - - - 534,132
344 CFD 13-M Otay Ranch Village 2 - 519,194 313,939 115,816 - - 875 - - 949,824
345 CFD 12M Village 7 Otay Ranch - 367,144 171,142 80,549 - - 676 - - 619,511
EXPENDITURES BY DEPARTMENT/CATEGORY
DEPT / FUND
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PERSONNEL
SERVICES
SUPPLIES &
SERVICES UTILTIES
OTHER
EXPENSES
OTHER
CAPITAL
INTERNAL
SERVICE
CHARGES
TRANSFERS
OUT CIP PROJECTS
NON-CIP
PROJECTS
TOTAL
FY 2022
EXPENDITURES BY DEPARTMENT/CATEGORY
DEPT / FUND
346 CFD 14M-A-EUC Millenia - 118,122 6,371 73,176 - - 185,640 - - 383,309
347 CFD 14M-B-EUC Millenia - 60,355 107,825 291,035 25,000 2,511 - - - 486,726
348 CFD 18M Village 3 Otay Ranch - 502,909 231,477 90,615 - - 709 - - 825,710
349 CFD 19M Freeway Commercial 2 - 69,405 61,509 22,073 - - - - - 152,987
350 Bayfront Special Tax District - - - 15,000 - - - - - 15,000
352 Bay Blvd Landscape District - 286 5,058 4,176 - - - - - 9,520
353 Eastlake Maintenance Dist I - 270,258 84,820 62,200 - - - - - 417,278
354 Open Space District #01 - 41,244 41,690 11,940 - - - - - 94,874
355 Open Space District #02 - 7,182 5,483 3,918 - - - - - 16,583
356 Open Space District #03 - 29,118 17,788 11,246 - - - - - 58,152
357 Open Space District #04 - 77,456 22,334 13,856 - - - - - 113,646
358 Open Space District #05 - 26,683 20,531 10,322 - - - - - 57,536
359 Open Space District #06 - 20,061 11,572 6,150 - - - - - 37,783
361 Open Space District #07 - 13,866 6,193 4,799 - - - - - 24,858
362 Open Space District #08 - 51,395 15,855 14,623 - - - - - 81,873
363 Open Space District #09 - 20,909 32,341 14,049 - - - - - 67,299
364 Open Space District #10 - 41,940 32,718 15,568 - - - - - 90,226
365 Open Space District #11 - 90,388 66,133 29,622 - - - - - 186,143
367 Open Space District #14 - 170,771 160,435 54,690 - - - - - 385,896
368 Open Space District #15 - 8,742 8,266 4,954 - - - - - 21,962
369 Open Space District #17 - 6,313 - 3,239 - - - - - 9,552
371 Open Space District #18 - 93,178 67,161 35,442 - - - - - 195,781
372 Open Space District #20 - 1,077,589 387,478 243,147 - - 1,176 - - 1,709,390
373 Open Space District #23 - 49,479 8,540 9,611 - - - - - 67,630
374 Open Space District #24 - 7,851 13,789 5,479 - - - - - 27,119
375 Open Space District #26 - 3,757 4,428 3,952 - - - - - 12,137
376 Open Space District #31 - 139,808 47,147 23,756 - - - - - 210,711
378 CFD 07M Eastlake Woods & Vista - 552,026 128,801 183,900 - - 872 - - 865,599
379 CFD 08M Vlg 6 McMillin & OR - 802,652 303,329 230,801 - - 2,307 - - 1,339,089
380 CFD 09M ORV II Brookfield-Shea - 868,598 202,407 177,000 - - 1,586 - - 1,249,591
381 CFD 14M-2-EUC Millenia - 37,112 1,981 26,375 - - 57,718 - - 123,186
382 CFD 99-2 Otay Ranch Vlg 1 West - 673,783 206,323 120,002 - - 1,176 - - 1,001,284
386 Otay Ranch Preserve - 677,773 - 80,588 - - 670 - - 759,031
387 CFD 98-3 Sunbow 2 - 845,334 215,788 130,379 - - 864 - - 1,192,365
388 CFD 97-1 Otay Ranch - 2,407,609 527,024 377,546 - - 4,262 - - 3,316,441
391 Central Garage Fund 1,085,588 2,460,100 131,090 400 - 21,979 244,991 - - 3,944,148
398 Workers Compensation Fund - 1,025,992 - 3,558,912 - - - - - 4,584,904
405 City Jail 1,528,757 224,172 - - - - 498,723 - - 2,251,652
406 Chula Vista Muni Golf Course - - - - - - 132,580 250,000 - 382,580
407 Living Coast Discovery Center - 4,713 70,440 - - 5,455 - - - 80,608
408 Development Services Fund 7,680,871 1,095,361 5,650 371,000 110,500 47,436 3,205,902 - - 12,516,720
409 CV Elite Athlete Training Ctr - 125,300 - 63,200 - - - - - 188,500
410 Transport Enterprise 5,632,201 2,763,639 - 928,113 - 160,000 3,952,548 - - 13,436,501
411 Sewer Income - - - - - - 1,280 - - 1,280
413 Trunk Sewer Capital Reserve - - - 150,000 - - 35,835 - - 185,835
414 Sewer Service Revenue 4,298,727 28,636,854 331 75,000 1,393,473 320,075 4,318,426 - 64,600 39,107,486
230
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PERSONNEL
SERVICES
SUPPLIES &
SERVICES UTILTIES
OTHER
EXPENSES
OTHER
CAPITAL
INTERNAL
SERVICE
CHARGES
TRANSFERS
OUT CIP PROJECTS
NON-CIP
PROJECTS
TOTAL
FY 2022
EXPENDITURES BY DEPARTMENT/CATEGORY
DEPT / FUND
428 Sewer Facility Replacement - - - - - - 157,694 2,754,000 - 2,911,694
430 Sewer DIFs - 120,000 - 569,490 - - 2,740 1,353,000 - 2,045,230
442 CDBG Section 108 Loan - - - 644,747 - - - - - 644,747
451 Long Term Debt - City of CV - - - 16,287,164 - - - - - 16,287,164
452 Equipment Lease Fund - - - 546,771 - - - - - 546,771
453 Energy Conservation Loans - - - 491,647 - - - - - 491,647
475 2014 COP Refunding - 5,000 - 3,603,832 - - - - - 3,608,832
476 2015 Refunding COP - 5,002 - 2,921,016 - - - - - 2,926,018
477 2016 Ref COP Civic Ctr/Nature - 5,000 - 282,551 - - - - - 287,551
478 2016 LRRB PFDIF/COP - 5,000 - 2,142,675 - - - - - 2,147,675
479 2017 CREBs LRBs - 5,001 - 663,163 - - - - - 668,164
542 Drainage DIF - - - 10,000 - - 2,357 - - 12,357
560 Public Facilities DIF - 57,000 - 1,291,233 - - 5,213,177 - - 6,561,410
580 Pedestrian Bridge DIFs - - - 95,500 - - 3,313 - - 98,813
590 Transportation DIFs - - - 529,000 - - - 1,030,000 15,000 1,574,000
666 2016 TARBs - 5,000 - 2,788,600 - - - - - 2,793,600
693 CV Bayfront Finance Authority - 1,705,349 - - - - - - - 1,705,349
713 Capital Improvement Projects - - - - - - 1,308 - - 1,308
715 Parkland Acquisition & DevFees - 50,000 - 35,000 - - 20,665 847,041 - 952,706
716 Western-Park Acquisition & Dev - - - 225,000 - - 51,149 - - 276,149
717 Residential Construction Tax - - - - - - 667,095 - - 667,095
736 Other Transportation Program - - - - - - - 227,500 - 227,500
GRAND TOTAL, ALL FUNDS 164,812,643 72,801,338 8,871,690 58,027,898 8,844,238 3,843,504 104,297,575 49,220,862 2,212,714 472,932,462
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SCHEDULE OF REVENUES
233
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234
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FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
100 General Fund
Property Taxes
4001 Current Taxes Secured (34,457,712) (36,098,183) (35,584,100) (37,363,305)
4002 State Secured Unitary (819,555) (817,621) (800,000) (840,000)
4003 Current Taxes Unsecured (1,049,758) (1,087,546) (1,042,762) (1,094,900)
4004 Delinquent Taxes (84,107) (163,786) (117,396) (123,266)
4005 Prop Tax in Lieu (8,245) (999) (11,500) (12,075)
4006 Property Tax in Lieu of VLF (22,224,361) (23,558,103) (23,591,939) (24,771,536)
4071 Real Property Transfer Tax (1,385,614) (1,183,539) (1,300,000) (1,300,000)
Property Taxes Total (60,029,352) (62,909,777) (62,447,697) (65,505,082)
Other Local Taxes
4011 Sales and Use Taxes (35,974,171) (34,511,235) (35,927,684) (38,531,819)
4012 Sales Tax Pub Safety Augment (980,142) (954,278) (1,004,171) (1,185,304)
4015 Sales Tax - Measure P (20,016,492) (20,253,786) (20,020,000) (23,042,000)
4016 Sales Tax - Measure P (14,088,106) (20,189,564) (20,020,000) (23,042,000)
4021 Franchise Fees (12,121,018) (12,619,252) (12,404,935) (12,901,132)
4031 Utility Taxes (4,882,704) (4,064,893) (5,233,423) (3,800,000)
4041 Business License Tax (1,478,894) (1,437,501) (1,755,339) (1,301,161)
4042 Business License Tax Penalty (76,076) (94,420) (70,000) (70,000)
4051 Transient Occupancy Taxes (4,298,261) (4,142,337) (4,364,922) (4,364,922)
4052 Short-Term Rentals TOT - (69,716) (50,000) (50,000)
4053 RV Park TOT (203,674) (310,074) (511,910) (527,267)
4111 Cannabis Excise Tax - - (1,000,000) (2,790,000)
Other Local Taxes Total (94,119,538) (98,647,056) (102,362,384) (111,605,605)
Licenses & Permits
4201 Animal Licenses (144,747) (128,446) (150,000) (140,000)
4202 Bicycle Licenses - (100) - -
4204 Cannabis Compliance Insp Fee - - - (125,000)
4211 Building Permits (151,737) (109,664) (213,489) (198,489)
4215 Utility Permits (44,395) (20,450) (50,000) (50,000)
4221 Fire Permits (514,595) (611,030) (565,000) (565,000)
4222 Security Alarm Permits (250,918) (207,291) (241,170) (241,170)
4223 Housing Permits (452,585) (496,535) (450,000) (450,000)
4224 Parking Permits (10,130) (8,090) (10,500) (10,500)
4241 Cannabis Application Fees (767,979) (225,549) - -
Licenses & Permits Total (2,337,086) (1,807,155) (1,680,159) (1,780,159)
Fines and Penalties
4301 Negligent Veh Impound Proc Fee (236,600) (183,735) (230,423) (180,000)
4302 Code Enforcement Violations (217,668) (165,057) (240,000) (160,000)
4311 Booking Fees (26,485) - - -
4312 False Alarm Penalty (323,004) (207,859) (300,000) (200,000)
4314 Ordinance Violation Fines (313,051) (88,179) (129,000) (129,000)
4315 CVHF Booking Fees (6,585) - - -
4331 Parking Citation (258,573) (319,896) (245,000) (245,000)
SCHEDULE OF REVENUES
FUND/ACCOUNT
235
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FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4341 Library Fines (82,336) (55,203) (85,830) (85,830)
Fines and Penalties Total (1,464,302) (1,019,929) (1,230,253) (999,830)
Use of Money & Property
4401 Investment Earnings City Pool (350,150) (1,053,392) (362,000) (895,000)
4402 Investment Earnings Others (111,000) (111,199) (104,556) (68,000)
4404 Change in Fair Value of Invts (849,955) (1,822,754) - -
4421 Sale of Other Personal Prop (81,070) (10,139) (3,000) (3,000)
4431 Coin Operated Machine Revenue (29,755) (17,957) (24,637) (24,637)
4432 Rentals Leases of Equipment (32) (371) - -
4433 Film Video Insurance Charge (10,523) (3,299) (11,270) (11,270)
4441 Pay Phones Revenue (99) - - -
4442 Rental Leases Picnic Shelters (275,514) (139,832) (220,000) (250,000)
4411 Sale of Real Property (132,000) (225,000) - -
4443 Rentals Leases Baseball Fields (108,926) (77,010) (109,490) (109,490)
4446 Rentals Leases Land Space (12) (12) - -
4447 Rental Telecom Site Lic Fee (1,137,785) (1,192,285) (1,150,000) (1,150,000)
4461 Rental Leases P R Centers (654,250) (582,266) (712,098) (550,786)
4462 Rentals Leases Buildings (278,395) (256,776) (272,065) (250,495)
Use of Money & Property Total (4,019,466) (5,492,292) (2,969,116) (3,312,678)
Revenue from Other Agencies
4503 PD State Grant RATT (308,889) (239,319) (335,000) (335,000)
4511 State Grant (461,058) (580,057) (407,346) (407,346)
4521 State Hmowners PropTax Relief (218,092) (225,467) (228,246) (228,246)
4531 St Motor Vehicle Licenses (128,403) (214,809) (109,299) (114,764)
4551 Reimb State Mandated Costs (227,992) (427) (200,000) (200,000)
4552 Reimb Human Services Agen (11,915) - (7,233) (11,000)
4601 PD Fed Grant-Cops Univ Hiring 31,247 - - -
4602 PD Fed Grant - HIDTA (CBAG)(110,902) (125,045) (117,084) (117,084)
4603 PD Fed Grant-HIDTA Task Force (81,528) (246,744) (287,000) (287,000)
4611 Federal Grant - Other (17,644) (74,317) (56,356) (56,356)
4621 PD POST Reimb Prog (36,675) (44,299) (35,000) (35,000)
4622 PD STC Reimb Prog (2,835) - - -
4625 CARES CRF Federal - (1,098,314) - -
4626 FEMA Reimbursement - (404,061) - -
4701 Grant - Other Agency (5,310) (7,744) - -
4711 Contributions - Other Agencies (620,523) (613,800) (610,000) -
Revenue from Other Agencies Total (2,200,519) (3,874,403) (2,392,564) (1,791,796)
Charges for Services
4751 Planning Fees (7,570) (2,251) (3,500) (3,500)
4752 Dev Fees - Deposit Based (1,507,737) (1,342,679) (1,817,377) (1,582,377)
4761 Sale of Maps & Publication (1,977) (723) (1,624) (1,624)
4763 Passport Fees (795,031) (595,528) (717,440) (716,833)
4764 Lien Release Fees (7,925) (1,687) (7,875) (1,500)
4765 Document Certification Fees (193) - (210) -
236
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FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4771 Plan Checking Fees (143,129) (149,882) (15,000) (15,000)
4781 Engineering Fees (101,972) (72,094) (245,430) (260,430)
4782 Fire Construction Fees (454,709) (350,252) (400,000) (400,000)
4784 State Mobilehome Park Act Fee (10,880) (52,711) (11,000) (11,000)
4785 Microfilming Fees (379) (1,573) (400) (400)
4901 National City - Impounds (9,880) (7,763) (10,000) (10,000)
4903 Lemon Grove - Impounds (5,000) (3,970) (4,500) (4,500)
4911 Port District Fees (1,052,151) (1,340,519) (1,075,678) (1,075,678)
4921 Reimb fr Other Agencies-Jail (1,732,650) (465) - -
4951 Swimming Pool Fees (317,737) (187,098) (298,790) (240,600)
4952 Recreation Program Fees (552,765) (627,949) (701,300) (593,382)
4953 Other Recreation Fees (24,971) (10,815) (21,344) (18,394)
4961 Special Interest Class Fees (392,376) (335,494) (381,793) (319,500)
4971 Tow Referral Fee (143,936) (156,664) (205,421) (184,795)
5061 Special Police Department Serv (48,946) (41,516) (53,150) (53,150)
5062 Police Reimbursements (1,716,586) (1,629,464) (1,758,955) (1,303,762)
5064 Witness Fee (275) (535) (500) (500)
5065 City Staff Time & Cost Recover (835,529) (492,377) (628,042) (628,042)
5066 Live Scan Services (8,158) (9,954) (30,000) (30,000)
5201 Animal Shelter Fees (318,496) (344,845) (273,200) (283,200)
5220 Measure P Reimbursements (590,934) (720,248) (473,000) (453,000)
5222 Measure A Reimbursements (503,626) (750,394) (754,191) (854,138)
5231 Traffic Control Plan Fee (39,375) (37,150) (33,000) (33,000)
5241 Distressed Property Mgt Fee (2,990) (1,050) (3,000) (3,000)
5251 Special Event Fees (1,050) (750) (3,000) (3,000)
5252 Block Party Fees (450) (300) (500) (500)
5253 Professional Filming Fees (1,050) (3,000) (1,500) (1,500)
Charges for Services Total (11,330,433) (9,271,700) (9,930,720) (9,086,305)
Other Revenue
5301 Reimb - DIF (72,038) (128,162) (48,006) (48,006)
5332 Reimb - CHIP (77) (635) - -
5341 Reimb - Open Space Dist (415,989) (472,424) (448,317) (470,327)
5342 Reimb - Assessment Dist (121,013) (56,837) (94,549) (94,549)
5343 Reimb - Comm Fac Distr (1,104,934) (1,392,806) (1,314,401) (1,368,209)
5351 Reimb - CIP Projects (3,461,514) (3,913,282) (4,727,250) (4,877,250)
5352 Reimb - DIF CIP (795,511) (755,185) (618,000) (668,000)
5361 Reimb - CDBG Admin (9,045) (2,004) (6,500) (6,500)
5362 Reimb - HOME Prog (636) (1,177) (1,000) (1,000)
5363 Reimb - CDBG CIP (136,036) (151,751) (57,000) (112,000)
5364 Reimb - CDBG Others (51,645) (36,994) (50,100) (50,100)
5365 Reimb - ESG Program (342) - - -
5371 Reimb - Other (3,311,786) (1,934,509) (1,267,500) (1,158,080)
5372 Reimb - Other City Funds (1,193,434) (1,285,654) (1,333,182) (583,182)
5373 Reimb - Parking Meter (57,895) (83,729) (60,000) (60,000)
5451 Proceeds of Long Term Debt (759,697) (1,023,800) - -
5463 Recoveries on Damaged Property (50,359) (744,720) (70,000) (105,000)
237
2021-05-11 Agenda Packet Page 456 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
5481 Entertainment Facility Contrib (688,714) (512,463) (628,000) (314,000)
5311 Reimb - Transit - (12,238) - -
5491 P.Y. Revenue (85,066) (11,760) - -
5492 Cash Overage (1,227) (5,895) - -
5501 Donations (45,036) (215,838) (210,651) (140,651)
5511 Rebates/Refunds (53,099) (139,445) (85,000) (85,000)
5521 Miscellaneous Revenues (95,703) (133,536) (147,750) (147,750)
5523 City Administration Fee (146,777) (246,495) (127,780) (127,780)
5524 Confiscated Funds (202) - - -
5651 Service Charge - A/R (63,064) (25,941) (60,000) (60,000)
5656 Service Chg - Returned Cks (3,691) (2,754) (5,000) (5,000)
5702 Sales - Food/Beverage - - (1,200) (1,200)
Other Revenue Total (12,724,530) (13,290,034) (11,361,186) (10,483,584)
Transfers In
5999 Transfers In (11,927,978) (12,815,441) (12,315,618) (13,499,539)
Transfers In Total (11,927,978) (12,815,441) (12,315,618) (13,499,539)
100 GENERAL FUND TOTAL (200,153,204) (209,127,787) (206,689,697) (218,064,578)
220 2016 Measure P Sales Tax
4401 Investment Earnings City Pool (328,942) (596,463) - -
4403 Trustee Investment Earnings (1,104,879) (541,853) - -
4404 Change in Fair Value of Invts (277,768) (509,731) - -
5220 Measure P Reimbursements - (162) - -
5371 Reimb - Other (152,440) - - -
5463 Recoveries on Damaged Property - (79,987) - -
5999 Transfers In (20,016,492) (20,037,276) (20,020,000) (22,777,017)
220 2016 Measure P Sales Tax Total (21,880,521) (21,765,472) (20,020,000) (22,777,017)
221 Transportation Grants-Gas Tax
4401 Investment Earnings City Pool (120,332) (238,210) - -
4404 Change in Fair Value of Invts (102,800) 79,293 - -
4522 St Gas Tax Section 2105 (1,467,688) (1,384,491) (1,559,989) (1,562,300)
4523 St Gas Tax Section 2106 (985,318) (883,215) (976,162) (982,660)
4524 St Gas Tax Section 2107 (1,845,779) (1,748,183) (1,862,410) (1,837,601)
4525 St Gas Tax Section 2107 5 (10,000) (10,000) (10,000) (10,000)
4526 St Gas Tax Section 2103 (893,658) (1,871,479) (2,406,147) (2,397,619)
4527 St Gas Tax RMRA (4,905,523) (4,700,804) (5,126,097) (5,304,644)
4528 St Gas Tax SB-1 Loan Repayment (301,664) (305,126) - -
5220 Measure P Reimbursements - (428) - -
221 Transportation Grants-Gas Tax Total (10,632,762) (11,062,643) (11,940,805) (12,094,824)
222 2018 Measure A Sales Tax
4601 PD Fed Grant-Cops Univ Hiring - - - (250,000)
4625 CARES CRF Federal - (85,772) - -
4626 FEMA Reimbursement - (1,143) - -
238
2021-05-11 Agenda Packet Page 457 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
5999 Transfers In (14,088,106) (20,119,656) (20,239,641) (22,943,658)
222 2018 Measure A Sales Tax Total (14,088,106) (20,206,571) (20,239,641) (23,193,658)
223 Utility Tax Settlement
4401 Investment Earnings City Pool (2,148) (2,221) - -
4404 Change in Fair Value of Invts (1,890) (1,703) - -
223 Utility Tax Settlement Total (4,038) (3,924) - -
223 Utility Tax Settlement
4401 Investment Earnings City Pool (7,101) (8,327) - -
4404 Change in Fair Value of Invts (6,089) (6,082) - -
223 Utility Tax Settlement Total (13,190) (14,409) - -
227 Transportation Sales Tax
4013 Sales Tax for Transportation (3,109,011) (4,010,087) (6,379,500) (6,673,500)
4401 Investment Earnings City Pool (6,088) (21,962) - -
4404 Change in Fair Value of Invts (5,749) 2,409 - -
4701 Grant - Other Agency (4,807) (4,293,399) - -
5371 Reimb - Other (10,806) (18,982) - -
227 Transportation Sales Tax Total (3,136,461) (8,342,021) (6,379,500) (6,673,500)
234 Advanced Life Support Program
4404 Change in Fair Value of Invts (1,844) - - -
4625 CARES CRF Federal - (4,642) - -
4711 Contributions - Other Agencies (697,921) (2,890,389) (2,158,003) (214,000)
5999 Transfers In - - - (2,255,076)
234 Advanced Life Support Program Total (699,765) (2,895,031) (2,158,003) (2,469,076)
241 Parking Meter
4231 Parking Permits Space Rental (30,080) (27,081) (25,000) (25,000)
4331 Parking Citation (265,241) (255,723) (200,000) (200,000)
4401 Investment Earnings City Pool (30,778) (35,892) - -
4404 Change in Fair Value of Invts (25,562) (27,623) - -
4444 Parking Meters On Street (236,189) (205,009) (220,000) (220,000)
4445 Parking Meters Off Street (150,243) (110,774) (145,000) (145,000)
5492 Cash Overage (2) (5) - -
241 Parking Meter Total (738,095) (662,107) (590,000) (590,000)
243 Town Center I Parking District
4401 Investment Earnings City Pool (1,044) (2,579) - -
4404 Change in Fair Value of Invts (851) (3,438) - -
5391 Town Ctr I in Lieu Parking - (94,500) - -
243 Town Center I Parking District Total (1,895) (100,517) - -
245 Traffic Safety
4313 Vehicle Code Fines (488,492) (394,774) (437,640) (437,640)
4401 Investment Earnings City Pool (8,262) (8,067) - -
239
2021-05-11 Agenda Packet Page 458 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4404 Change in Fair Value of Invts (7,246) (7,012) - -
245 Traffic Safety Total (504,000) (409,853) (437,640) (437,640)
256 Asset Seizure
4401 Investment Earnings City Pool 53 - - -
256 Asset Seizure Total 53 - - -
266 Special Revenue Endowments
4401 Investment Earnings City Pool (29,360) (34,416) - -
4404 Change in Fair Value of Invts (24,885) (25,427) - -
266 Special Revenue Endowments Total (54,245) (59,843) - -
267 Permanent Endowments
4401 Investment Earnings City Pool (240) (276) - -
4404 Change in Fair Value of Invts (83) (327) - -
267 Permanent Endowments Total (323) (603) - -
269 Other Grants
4401 Investment Earnings City Pool 350 67 - -
4404 Change in Fair Value of Invts 2,591 - - -
4625 CARES CRF Federal - (693) - -
4701 Grant - Other Agency (796,229) (1,259,817) (1,563,585) -
4710 Other Agency Grant Project Rev - (89,596) - -
4711 Contributions - Other Agencies (65,637) (77,684) (30,000) (80,000)
5065 City Staff Time & Cost Recover (134,400) (96,324) - -
5371 Reimb - Other (1,500) (1,000) - -
5453 Loan Repayments (14,979) (10,626) (22,333) (22,333)
5521 Miscellaneous Revenues (49) (40) - -
269 Other Grants Total (1,009,853) (1,535,713) (1,615,918) (102,333)
270 Mobile Park Fee
4404 Change in Fair Value of Invts (1,387) - - -
5065 City Staff Time & Cost Recover (56,850) (88,487) (65,000) (65,000)
270 Mobile Park Fee Total (58,237) (88,487) (65,000) (65,000)
271 Local Grants
4401 Investment Earnings City Pool - (112) - -
4404 Change in Fair Value of Invts (1,611) (389) - -
4441 Pay Phones Revenue (29,420) (18,509) (20,000) (20,000)
4625 CARES CRF Federal - (412) - -
4711 Contributions - Other Agencies (2,483) - (10,000) (5,000)
5524 Confiscated Funds (7,403) (14,861) (20,000) (10,000)
5701 Sales - Sundries (37,730) (41,836) (20,000) (40,000)
271 Local Grants Total (78,647) (76,119) (70,000) (75,000)
272 Federal Grants
4401 Investment Earnings City Pool 5,213 9,573 - -
240
2021-05-11 Agenda Packet Page 459 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4402 Investment Earnings Others (8,888) (39,221) - -
4403 Trustee Investment Earnings (52) (52) - -
4404 Change in Fair Value of Invts (1,039) (26,814) - -
4446 Rentals Leases Land Space (57,370) (47,542) (93,000) (93,000)
4602 PD Fed Grant - HIDTA (CBAG)(2,392,918) (2,403,156) (2,443,859) (2,667,576)
4604 PD Fed Grant - OTS (307,268) (354,073) (75,168) (230,522)
4610 Federal Grant Project Revenue - (41,455) - -
4611 Federal Grant - Other (7,714,376) (6,724,252) (9,243,713) (8,305,816)
4612 PD DOJ (150,728) (732,823) 170,000 (150,000)
4613 PD Treasury (5,953,340) - 10,000 10,000
4625 CARES CRF Federal - (30,878) - -
5062 Police Reimbursements (2,553) (133,138) (140,296) (141,930)
5453 Loan Repayments (64,902) (84,966) - -
5999 Transfers In (115,730) (130,234) (115,305) (63,959)
272 Federal Grants Total (16,763,951) (10,739,031) (11,931,341) (11,642,803)
273 State Grants
4401 Investment Earnings City Pool (4,081) (7,804) - -
4404 Change in Fair Value of Invts (5,746) (5,866) - -
4501 State Grant SLESF (606,378) (638,793) (401,014) (401,014)
4510 State Grant Project Revenue - (3,849) - -
4511 State Grant (962,573) (865,357) (753,426) (567,308)
4625 CARES CRF Federal - (4,079) - -
4701 Grant - Other Agency - - (74,275) (74,275)
273 State Grants Total (1,578,778) (1,525,748) (1,228,715) (1,042,597)
282 Environmental Services
4404 Change in Fair Value of Invts (6,891) - - -
4625 CARES CRF Federal - (196) - -
4626 FEMA Reimbursement - (587) - -
4752 Dev Fees - Deposit Based (11,396) (13,682) - -
5065 City Staff Time & Cost Recover (1,885) (2,370) - -
5221 Trash/Recyc AB939 Admin Fee (1,442,935) (1,433,049) (1,416,799) (1,416,799)
5371 Reimb - Other (113,842) (350,272) (110,000) (110,000)
5372 Reimb - Other City Funds (3,474) - (29,726) (29,726)
282 Environmental Services Total (1,580,423) (1,800,156) (1,556,525) (1,556,525)
301 Storm Drain
4211 Building Permits - - (23,750) -
4321 Storm Drain Ord Violation Fee (200) (200) (5,000) (5,000)
4401 Investment Earnings City Pool (15,295) (24,644) - -
4404 Change in Fair Value of Invts (13,831) (25,376) - -
5011 Storm Drain Fees (665,347) (619,463) (555,500) (585,000)
5491 P.Y. Revenue (1,673) (1,715) - -
5651 Service Charge - A/R (1,075) - - -
301 Storm Drain Total (697,421) (671,398) (584,250) (590,000)
241
2021-05-11 Agenda Packet Page 460 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
311 CDBG Housing Program
4404 Change in Fair Value of Invts (862) - - -
4611 Federal Grant - Other (31,520) (19,318) (140,194) (100,000)
5453 Loan Repayments (20,048) (6,495) - -
5521 Miscellaneous Revenues (45) (988) - -
311 CDBG Housing Program Total (52,475) (26,801) (140,194) (100,000)
313 Chula Vista Housing Authority
4401 Investment Earnings City Pool (49,057) (55,189) - -
4402 Investment Earnings Others (5,177) - - -
4404 Change in Fair Value of Invts (45,508) (33,542) - -
4752 Dev Fees - Deposit Based (44,895) (1,223) - -
5065 City Staff Time & Cost Recover (3,005) (32,104) - -
5220 Measure P Reimbursements - (268) - -
5242 Bond Administrative Fees (266,537) (156,998) (150,000) (150,000)
5301 Reimb - DIF (4,873) (1,582) - -
5331 Reimb - RDA Housing - (1,666) - -
5332 Reimb - CHIP (10,326) (25,062) (35,000) (25,000)
5343 Reimb - Comm Fac Distr (875) - - -
5361 Reimb - CDBG Admin (384,173) (281,863) (407,823) (419,735)
5362 Reimb - HOME Prog (73,017) (246,847) (85,016) (86,630)
5364 Reimb - CDBG Others (12,090) - (50,000) (50,000)
5365 Reimb - ESG Program (12,329) (5,078) (14,568) 1,042
5371 Reimb - Other (15,083) (41,817) (20,000) (20,000)
5372 Reimb - Other City Funds (31,930) (24,639) (45,000) (45,000)
5511 Rebates/Refunds (781) - - -
313 Chula Vista Housing Authority Total (959,656) (907,878) (807,407) (795,323)
316 Public Educational & Govt Fee
4022 Public Educational & Govt. Fee (551,940) (537,557) (600,000) (540,000)
4404 Change in Fair Value of Invts (10,071) - - -
4625 CARES CRF Federal - (643,662) - -
4626 FEMA Reimbursement - (112) - -
316 Public Educational & Govt Fee Total (562,011) (1,181,331) (600,000) (540,000)
318 RDA Successor Agency Fund
4005 Prop Tax in Lieu (288,339) (294,106) - -
4081 Property Tax Increment TCI (511,684) (595,685) (1,206,866) (1,206,866)
4082 Property Tax Increment Bayfron (509,469) (575,173) (1,343,080) (1,343,080)
4083 Prop Tax Increment Southwest (600,587) (739,446) (666,328) (666,328)
4084 Property Tax Increment TC II (243,119) (274,879) (480,043) (480,043)
4085 Property Tax Increment Otay Vl (416,417) (486,303) (697,538) (697,538)
4086 Prop Tax Increment Merged Proj (493,526) (583,188) (573,295) (573,295)
4401 Investment Earnings City Pool (70,607) (80,435) - -
4404 Change in Fair Value of Invts (76,078) (78,899) - -
5462 Gain on Disposal of Property 509,763 - - -
318 RDA Successor Agency Fund Total (2,700,063) (3,708,114) (4,967,150) (4,967,150)
242
2021-05-11 Agenda Packet Page 461 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
319 Housing Successor Agency
4401 Investment Earnings City Pool (166,218) (234,130) - -
4402 Investment Earnings Others (507,718) (119,579) (200,000) (200,000)
4404 Change in Fair Value of Invts (145,215) (185,457) - -
4446 Rentals Leases Land Space (15,419) (16,168) (15,000) (15,000)
5065 City Staff Time & Cost Recover (9,726) (10,017) - -
5453 Loan Repayments (1,658,912) (205,045) (255,000) (255,000)
319 Housing Successor Agency Total (2,503,208) (770,396) (470,000) (470,000)
340 Section 115 Trust
5999 Transfers In - - - (8,287,643)
340 Section 115 Trust Total - - - (8,287,643)
341 Public Liability Trust
4404 Change in Fair Value of Invts (2,353) - - -
5371 Reimb - Other (21,418) (32,805) - -
5999 Transfers In (1,205,510) (1,330,969) (1,284,078) (1,284,078)
341 Public Liability Trust Total (1,229,281) (1,363,774) (1,284,078) (1,284,078)
342 CFD 11-M Rolling Hills McM
4401 Investment Earnings City Pool (6,957) (9,040) - -
4404 Change in Fair Value of Invts (6,367) (7,950) - -
5601 District Assessments (185,647) (192,025) (196,033) (199,558)
342 CFD 11-M Rolling Hills McM Total (198,971) (209,015) (196,033) (199,558)
343 CFD 12-M Otay Ranch Village 7
4401 Investment Earnings City Pool (15,695) (20,881) - -
4404 Change in Fair Value of Invts (14,743) (19,096) - -
5511 Rebates/Refunds - (2,386) - -
5601 District Assessments (528,095) (544,729) (555,710) (565,696)
343 CFD 12-M Otay Ranch Village 7 Total (558,533) (587,092) (555,710) (565,696)
344 CFD 13-M Otay Ranch Village 2
4401 Investment Earnings City Pool (22,077) (32,691) - -
4404 Change in Fair Value of Invts (20,652) (32,862) - -
5601 District Assessments (641,844) (688,962) (660,696) (783,015)
344 CFD 13-M Otay Ranch Village 2 Total (684,573) (754,515) (660,696) (783,015)
345 CFD 12M Village 7 Otay Ranch
4401 Investment Earnings City Pool (20,344) (25,247) - -
4404 Change in Fair Value of Invts (18,705) (22,212) - -
5601 District Assessments (557,735) (573,561) (585,082) (595,601)
345 CFD 12M Village 7 Otay Ranch Total (596,784) (621,020) (585,082) (595,601)
346 CFD 14M-A-EUC Millenia
4401 Investment Earnings City Pool (11,911) (12,513) - -
243
2021-05-11 Agenda Packet Page 462 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4404 Change in Fair Value of Invts (10,217) (11,614) - -
5601 District Assessments (223,248) (279,660) (234,326) (293,883)
346 CFD 14M-A-EUC Millenia Total (245,376) (303,787) (234,326) (293,883)
347 CFD 14M-B-EUC Millenia
4401 Investment Earnings City Pool (2,302) (5,599) - -
4404 Change in Fair Value of Invts (2,391) (6,216) - -
5601 District Assessments - - (130,083) -
5999 Transfers In (251,709) (130,084) (475,546) (486,716)
347 CFD 14M-B-EUC Millenia Total (256,402) (141,899) (605,629) (486,716)
348 CFD 18M Village 3 Otay Ranch
4401 Investment Earnings City Pool (5,885) (26,476) - -
4404 Change in Fair Value of Invts (7,470) (46,048) - -
5601 District Assessments (701,952) (1,310,622) (782,637) (1,579,988)
348 CFD 18M Village 3 Otay Ranch Total (715,307) (1,383,146) (782,637) (1,579,988)
349 CFD 19M Freeway Commercial 2
4401 Investment Earnings City Pool (3,537) (6,158) - -
4404 Change in Fair Value of Invts (3,096) (7,043) - -
5601 District Assessments (134,661) (122,358) (139,909) (213,220)
349 CFD 19M Freeway Commercial 2 Total (141,294) (135,559) (139,909) (213,220)
350 Bayfront Special Tax District
5601 District Assessments - - - (200,000)
350 Bayfront Special Tax District Total - - - (200,000)
351 Town Center Landscape Dist I
4401 Investment Earnings City Pool (511) (600) - -
4404 Change in Fair Value of Invts (417) (460) - -
351 Town Center Landscape Dist I Total (928) (1,060) - -
352 Bay Blvd Landscape District
4401 Investment Earnings City Pool (1,056) (1,274) - -
4404 Change in Fair Value of Invts (887) (623) - -
5601 District Assessments (12,767) (10,654) (13,005) (12,941)
352 Bay Blvd Landscape District Total (14,710) (12,551) (13,005) (12,941)
353 Eastlake Maintenance Dist I
4401 Investment Earnings City Pool (9,434) (12,034) - -
4404 Change in Fair Value of Invts (8,390) (11,763) - -
5371 Reimb - Other - (4,208) - -
5601 District Assessments (338,506) (347,238) (383,892) (394,653)
5999 Transfers In (26,627) (26,627) - -
353 Eastlake Maintenance Dist I Total (382,957) (401,870) (383,892) (394,653)
354 Open Space District #01
244
2021-05-11 Agenda Packet Page 463 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4401 Investment Earnings City Pool (1,138) (1,428) - -
4404 Change in Fair Value of Invts (1,091) (1,604) - -
5601 District Assessments (87,561) (90,179) (92,781) (94,455)
354 Open Space District #01 Total (89,790) (93,211) (92,781) (94,455)
355 Open Space District #02
4401 Investment Earnings City Pool 164 229 - -
4404 Change in Fair Value of Invts 48 - - -
5601 District Assessments (15,323) (15,847) (16,291) (16,583)
355 Open Space District #02 Total (15,111) (15,618) (16,291) (16,583)
356 Open Space District #03
4401 Investment Earnings City Pool (450) (453) - -
4404 Change in Fair Value of Invts (407) (596) - -
5601 District Assessments (54,279) (56,096) (57,125) (58,152)
356 Open Space District #03 Total (55,136) (57,145) (57,125) (58,152)
357 Open Space District #04
4401 Investment Earnings City Pool (2,547) (2,512) - -
4404 Change in Fair Value of Invts (2,140) (1,892) - -
5371 Reimb - Other (2,448) - - -
5601 District Assessments (92,133) (95,782) (98,816) (100,594)
357 Open Space District #04 Total (99,268) (100,186) (98,816) (100,594)
358 Open Space District #05
4401 Investment Earnings City Pool (1,056) (1,331) - -
4404 Change in Fair Value of Invts (952) (1,411) - -
5601 District Assessments (53,495) (56,266) (56,520) (57,536)
358 Open Space District #05 Total (55,503) (59,008) (56,520) (57,536)
359 Open Space District #06
4401 Investment Earnings City Pool (994) (1,322) - -
4404 Change in Fair Value of Invts (883) (1,315) - -
5601 District Assessments (34,804) (36,221) (37,116) (37,783)
359 Open Space District #06 Total (36,681) (38,858) (37,116) (37,783)
361 Open Space District #07
4401 Investment Earnings City Pool (688) (718) - -
4404 Change in Fair Value of Invts (587) (528) - -
5601 District Assessments (14,885) (15,935) (16,003) (16,291)
361 Open Space District #07 Total (16,160) (17,181) (16,003) (16,291)
362 Open Space District #08
4401 Investment Earnings City Pool (1,119) (1,143) - -
4404 Change in Fair Value of Invts (963) (1,246) - -
5601 District Assessments (77,729) (79,765) (80,426) (81,873)
362 Open Space District #08 Total (79,811) (82,154) (80,426) (81,873)
245
2021-05-11 Agenda Packet Page 464 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
363 Open Space District #09
4401 Investment Earnings City Pool (182) (101) - -
4404 Change in Fair Value of Invts (86) (756) - -
5601 District Assessments (75,455) (77,802) (79,567) (81,203)
363 Open Space District #09 Total (75,723) (78,659) (79,567) (81,203)
364 Open Space District #10
4401 Investment Earnings City Pool (1,566) (1,829) - -
4404 Change in Fair Value of Invts (1,456) (2,066) - -
5601 District Assessments (86,910) (89,699) (91,830) (93,482)
364 Open Space District #10 Total (89,932) (93,594) (91,830) (93,482)
365 Open Space District #11
4401 Investment Earnings City Pool (3,807) (4,744) - -
4404 Change in Fair Value of Invts (3,483) (4,922) - -
5601 District Assessments (177,132) (184,446) (186,934) (190,294)
365 Open Space District #11 Total (184,422) (194,112) (186,934) (190,294)
366 Open Space District #13
4401 Investment Earnings City Pool (11) (12) - -
366 Open Space District #13 Total (11) (12) - -
367 Open Space District #14
4401 Investment Earnings City Pool (2,008) (2,821) - -
4404 Change in Fair Value of Invts (2,214) (4,612) - -
5371 Reimb - Other (2,465) - - -
5601 District Assessments (370,424) (382,435) (392,088) (399,143)
367 Open Space District #14 Total (377,111) (389,868) (392,088) (399,143)
368 Open Space District #15
4401 Investment Earnings City Pool 297 461 - -
4404 Change in Fair Value of Invts 96 - - -
5601 District Assessments (23,661) (24,898) (24,875) (25,322)
368 Open Space District #15 Total (23,268) (24,437) (24,875) (25,322)
369 Open Space District #17
4401 Investment Earnings City Pool (159) (185) - -
4404 Change in Fair Value of Invts (49) (265) - -
5601 District Assessments (9,023) (9,340) (9,609) (9,782)
369 Open Space District #17 Total (9,231) (9,790) (9,609) (9,782)
371 Open Space District #18
4401 Investment Earnings City Pool (5,949) (7,510) - -
4404 Change in Fair Value of Invts (5,504) (6,930) - -
5601 District Assessments (187,409) (184,515) (191,230) (190,292)
371 Open Space District #18 Total (198,862) (198,955) (191,230) (190,292)
246
2021-05-11 Agenda Packet Page 465 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
372 Open Space District #20
4401 Investment Earnings City Pool (37,881) (43,933) - -
4404 Change in Fair Value of Invts (35,123) (41,859) - -
5511 Rebates/Refunds (2,640) (473) - -
5601 District Assessments (1,520,224) (1,554,109) (1,607,000) (1,636,394)
372 Open Space District #20 Total (1,595,868) (1,640,374) (1,607,000) (1,636,394)
373 Open Space District #23
4401 Investment Earnings City Pool (2,194) (2,658) - -
4404 Change in Fair Value of Invts (1,911) (2,239) - -
5601 District Assessments (52,963) (52,969) (53,949) (58,331)
373 Open Space District #23 Total (57,068) (57,866) (53,949) (58,331)
374 Open Space District #24
4401 Investment Earnings City Pool 175 239 - -
4404 Change in Fair Value of Invts 52 - - -
5601 District Assessments (31,404) (34,342) (33,830) (34,437)
374 Open Space District #24 Total (31,177) (34,103) (33,830) (34,437)
375 Open Space District #26
4401 Investment Earnings City Pool 113 170 - -
4404 Change in Fair Value of Invts 29 - - -
5601 District Assessments (11,977) (12,381) (12,612) (12,838)
375 Open Space District #26 Total (11,835) (12,211) (12,612) (12,838)
376 Open Space District #31
4404 Change in Fair Value of Invts (2,178) - - -
5601 District Assessments (199,762) (198,624) (203,511) (202,513)
376 Open Space District #31 Total (201,940) (198,624) (203,511) (202,513)
378 CFD 07M Eastlake Woods & Vista
4401 Investment Earnings City Pool (22,595) (32,569) - -
4404 Change in Fair Value of Invts (21,101) (33,379) - -
5601 District Assessments (917,539) (934,225) (961,309) (978,578)
378 CFD 07M Eastlake Woods & Vista Total (961,235) (1,000,173) (961,309) (978,578)
379 CFD 08M Vlg 6 McMillin & OR
4401 Investment Earnings City Pool (65,450) (86,145) - -
4404 Change in Fair Value of Invts (59,334) (78,765) - -
5511 Rebates/Refunds - (8) - -
5601 District Assessments (1,541,645) (1,593,190) (1,624,420) (1,653,626)
379 CFD 08M Vlg 6 McMillin & OR Total (1,666,429) (1,758,108) (1,624,420) (1,653,626)
380 CFD 09M ORV II Brookfield-Shea
4401 Investment Earnings City Pool (44,896) (59,247) - -
4404 Change in Fair Value of Invts (41,256) (56,016) - -
247
2021-05-11 Agenda Packet Page 466 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
5371 Reimb - Other - (2,643) - -
5601 District Assessments (1,354,577) (1,404,187) (1,427,892) (1,453,573)
380 CFD 09M ORV II Brookfield-Shea Total (1,440,729) (1,522,093) (1,427,892) (1,453,573)
381 CFD 14M-2-EUC Millenia
5601 District Assessments - (75,969) (17,369) (91,195)
381 CFD 14M-2-EUC Millenia Total - (75,969) (17,369) (91,195)
382 CFD 99-2 Otay Ranch Vlg 1 West
4401 Investment Earnings City Pool (32,891) (43,924) - -
4404 Change in Fair Value of Invts (30,365) (41,581) - -
5601 District Assessments (1,040,549) (1,071,514) (1,093,199) (1,112,850)
382 CFD 99-2 Otay Ranch Vlg 1 West Total (1,103,805) (1,157,019) (1,093,199) (1,112,850)
383 Town Ctr Business Improv Dist
4401 Investment Earnings City Pool (889) (1,526) - -
4404 Change in Fair Value of Invts (911) (2,112) - -
5601 District Assessments - 5,456 - -
383 Town Ctr Business Improv Dist Total (1,800) 1,818 - -
386 Otay Ranch Preserve
4401 Investment Earnings City Pool (16,560) (25,039) - -
4404 Change in Fair Value of Invts (16,297) (29,211) - -
5601 District Assessments (763,462) (785,601) (807,333) (815,724)
386 Otay Ranch Preserve Total (796,319) (839,851) (807,333) (815,724)
387 CFD 98-3 Sunbow 2
4401 Investment Earnings City Pool (27,672) (32,253) - -
4404 Change in Fair Value of Invts (25,837) (27,592) - -
5601 District Assessments (2,390) - - -
5601 District Assessments (1,029,482) (1,064,625) (1,083,859) (1,103,369)
387 CFD 98-3 Sunbow 2 Total (1,085,381) (1,124,470) (1,083,859) (1,103,369)
388 CFD 97-1 Otay Ranch
4401 Investment Earnings City Pool (122,362) (159,160) - -
4404 Change in Fair Value of Invts (111,862) (142,824) - -
5371 Reimb - Other (5,633) - - -
5511 Rebates/Refunds - (2,227) - -
5601 District Assessments (3,160,591) (3,273,911) (3,311,571) (3,384,583)
388 CFD 97-1 Otay Ranch Total (3,400,448) (3,578,122) (3,311,571) (3,384,583)
389 Otay Ranch Village 1,2,6,7,12
4401 Investment Earnings City Pool (3,097) (3,632) - -
4404 Change in Fair Value of Invts (2,525) (2,785) - -
389 Otay Ranch Village 1,2,6,7,12 Total (5,622) (6,417) - -
391 Central Garage Fund
248
2021-05-11 Agenda Packet Page 467 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4404 Change in Fair Value of Invts (7,259) - - -
4421 Sale of Other Personal Prop (1,784) (520) - -
4625 CARES CRF Federal - (185) - -
5065 City Staff Time & Cost Recover (40,484) (253,408) (35,000) (85,000)
5463 Recoveries on Damaged Property (3,108) (19,538) (20,168) (20,168)
5471 Billings to Other Departments (3,463,606) (3,382,362) (3,529,149) (3,842,097)
5511 Rebates/Refunds (2,047) (3,389) - -
391 Central Garage Fund Total (3,518,288) (3,659,402) (3,584,317) (3,947,265)
394 Vehicle Replacement Fund
4404 Change in Fair Value of Invts (2,360) - - -
4421 Sale of Other Personal Prop (1,811) - - -
5371 Reimb - Other (251,846) - - -
5462 Gain on Disposal of Property (102,283) - - -
5999 Transfers In - (218,942) (218,942) (231,982)
394 Vehicle Replacement Fund Total (358,300) (218,942) (218,942) (231,982)
398 Workers Compensation Fund
4404 Change in Fair Value of Invts (21,858) - - -
5371 Reimb - Other (88,173) (10,980) (25,000) (25,000)
5461 Recoveries on Lien & W/C Overp (28,356) - (50,000) (25,000)
5471 Billings to Other Departments (4,987,299) (4,700,727) (4,817,981) (4,547,904)
5511 Rebates/Refunds (21,205) - - -
398 Workers Compensation Fund Total (5,146,891) (4,711,707) (4,892,981) (4,597,904)
401 Bayfront Trolley Station
4401 Investment Earnings City Pool (1,656) (1,942) - -
4404 Change in Fair Value of Invts (1,350) (1,489) - -
401 Bayfront Trolley Station Total (3,006) (3,431) - -
402 Chula Vista Transit
4401 Investment Earnings City Pool 1,660 1,947 - -
4404 Change in Fair Value of Invts 533 - - -
402 Chula Vista Transit Total 2,193 1,947 - -
403 Transit Capital Projects
4401 Investment Earnings City Pool (5,403) (3,948) - -
4404 Change in Fair Value of Invts (4,254) (2,696) - -
4502 State Grant TDA (163,380) - - -
403 Transit Capital Projects Total (173,037) (6,644) - -
405 City Jail
4311 Booking Fees - (24,063) (9,000) (9,000)
4315 CVHF Booking Fees - (4,495) (7,000) (7,000)
4622 PD STC Reimb Prog - (10,964) (6,000) (6,000)
4625 CARES CRF Federal - (1,112) - -
4626 FEMA Reimbursement - (3,384) - -
249
2021-05-11 Agenda Packet Page 468 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
4921 Reimb fr Other Agencies-Jail - (2,217,600) (2,044,913) (2,044,913)
405 City Jail Total - (2,261,618) (2,066,913) (2,066,913)
406 Chula Vista Muni Golf Course
4404 Change in Fair Value of Invts 813 - - -
4462 Rentals Leases Buildings - - (132,580) (132,580)
5371 Reimb - Other (14,747) - - -
406 Chula Vista Muni Golf Course Total (13,934) - (132,580) (132,580)
407 Living Coast Discovery Center
5999 Transfers In - (95,405) (80,608) (80,608)
407 Living Coast Discovery Center Total - (95,405) (80,608) (80,608)
408 Development Services Fund
4101 State Fee SB1186 (39,587) (46,835) (7,000) (14,000)
4211 Building Permits (2,977,696) (3,070,042) (3,255,895) (3,355,895)
4212 Plumbing Permits (334,445) (294,601) (333,785) (333,785)
4213 Electrical Permits (101,949) (67,856) (82,115) (82,115)
4214 Sewer Connection Permits (30,160) (26,710) (30,000) (30,000)
4215 Utility Permits (3,600) (5,040) (27,700) (27,700)
4401 Investment Earnings City Pool (16,464) (23,400) - -
4404 Change in Fair Value of Invts (19,731) (11,115) - -
4625 CARES CRF Federal - (19,465) - -
4751 Planning Fees (331,243) (224,280) (248,384) (248,384)
4752 Dev Fees - Deposit Based (2,838,524) (2,846,762) (3,185,345) (3,285,345)
4761 Sale of Maps & Publication (5,704) (4,396) (500) (500)
4771 Plan Checking Fees (1,843,438) (2,034,087) (2,082,510) (2,182,510)
4781 Engineering Fees (128,315) (75,655) (93,040) (93,040)
4783 Strong Motion Instrument Prog (70,255) (43,456) (95,000) (95,000)
4813 Certificate of Occupancy Fee - - (2,000) (2,000)
5065 City Staff Time & Cost Recover (40,449) (707) - -
5220 Measure P Reimbursements - (15,499) - -
5301 Reimb - DIF (464,420) (429,917) (295,000) (450,000)
5341 Reimb - Open Space Dist (2,102) (688) - -
5343 Reimb - Comm Fac Distr (85,780) (44,616) (145,000) (145,000)
5351 Reimb - CIP Projects (34,448) (30,005) (87,000) (87,000)
5352 Reimb - DIF CIP (33,336) (35,110) (32,500) (32,500)
5372 Reimb - Other City Funds (31,885) (35,910) (23,485) (23,485)
5999 Transfers In (461,222) (537,043) (537,991) (537,991)
408 Development Services Fund Total (9,894,753) (9,923,195) (10,564,250) (11,026,250)
409 CV Elite Athlete Training Ctr
4401 Investment Earnings City Pool 2,837 4,763 - -
4404 Change in Fair Value of Invts 519 - - -
4421 Sale of Other Personal Prop - (1,313) - -
4711 Contributions - Other Agencies - - (68,500) (68,500)
5371 Reimb - Other - (126,233) - -
250
2021-05-11 Agenda Packet Page 469 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
5463 Recoveries on Damaged Property - (15,000) - -
5999 Transfers In (189,586) (113,710) (120,000) (120,000)
409 CV Elite Athlete Training Ctr Total (186,230) (251,493) (188,500) (188,500)
410 Transport Enterprise
4931 Medical Transport Fee - - - (13,800,212)
410 Transport Enterprise Total - - - (13,800,212)
411 Sewer Income
4401 Investment Earnings City Pool (40,782) (47,795) - -
4404 Change in Fair Value of Invts (35,019) (34,866) - -
411 Sewer Income Total (75,801) (82,661) - -
412 Special Sewer
4401 Investment Earnings City Pool (8) (10) - -
412 Special Sewer Total (8) (10) - -
413 Trunk Sewer Capital Reserve
4401 Investment Earnings City Pool (1,053,705) (1,338,360) - -
4402 Investment Earnings Others (476,233) (450,312) - (606,000)
4404 Change in Fair Value of Invts (903,699) (1,041,073) - -
5002 Sewerage Facility Participatn (3,988,702) (3,425,882) - (3,000,000)
413 Trunk Sewer Capital Reserve Total (6,422,339) (6,255,627) - (3,606,000)
414 Sewer Service Revenue
4214 Sewer Connection Permits (29,470) (48,390) (40,000) (40,000)
4401 Investment Earnings City Pool (763,907) (1,026,272) - -
4404 Change in Fair Value of Invts (668,818) (787,567) - -
4421 Sale of Other Personal Prop (1,443) - - -
4625 CARES CRF Federal - (9,432) - -
4626 FEMA Reimbursement - (4,997) - -
4752 Dev Fees - Deposit Based (39,091) (19,604) (20,000) (20,000)
5001 Sewer Service Charges (34,504,171) (35,337,143) (29,000,000) (32,000,000)
5006 Montgomery Sewer Charges (3,581,958) (3,542,973) (3,500,000) (3,500,000)
5051 Pump Sta Maintenance (3,026) - - -
5065 City Staff Time & Cost Recover (10,877) (10,848) - -
5220 Measure P Reimbursements (125,597) (37,909) - -
5301 Reimb - DIF (496) (6,438) - -
5351 Reimb - CIP Projects (72,783) (6,176) (15,000) (5,000)
5352 Reimb - DIF CIP (51,184) (2,924) - -
5363 Reimb - CDBG CIP (36,844) - - -
5462 Gain on Disposal of Property (60,770) - - -
5491 P.Y. Revenue (84,793) (78,276) - -
5511 Rebates/Refunds - 184 - -
5651 Service Charge - A/R (35,846) (626) (100,000) -
5652 Past Due A/R - General (32,103) (76,839) (300,000) -
5999 Transfers In (150,000) (150,000) (150,000) (150,000)
251
2021-05-11 Agenda Packet Page 470 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
414 Sewer Service Revenue Total (40,253,177) (41,146,230) (33,125,000) (35,715,000)
428 Sewer Facility Replacement
4401 Investment Earnings City Pool (225,217) (287,365) - -
4402 Investment Earnings Others (2,254) - (51,726) (51,726)
4404 Change in Fair Value of Invts (195,057) (221,535) - -
5003 Sewer Facility Replacement Fee (1,943,768) (2,376,950) (1,405,000) (2,250,000)
5491 P.Y. Revenue (4,811) (3,783) - -
5651 Service Charge - A/R (1,235) - - -
428 Sewer Facility Replacement Total (2,372,342) (2,889,633) (1,456,726) (2,301,726)
430 Sewer DIFs
4401 Investment Earnings City Pool (90,057) (102,320) - -
4402 Investment Earnings Others - - (647,000) -
4404 Change in Fair Value of Invts (78,426) (75,271) - -
5002 Sewerage Facility Participatn - - (1,000,000) -
5792 DIF - Swr Basin Salt Creek (1,202,506) (820,549) (1,000,000) (625,000)
5793 DIF - Swr Basin Poggi Cyn (63,073) (13,945) (160,000) (18,000)
5999 Transfers In - - (200,000) -
430 Sewer DIFs Total (1,434,062) (1,012,085) (3,007,000) (643,000)
442 CDBG Section 108 Loan
5999 Transfers In (763,126) (596,563) (633,650) (644,747)
442 CDBG Section 108 Loan Total (763,126) (596,563) (633,650) (644,747)
451 Long Term Debt - City of CV
4404 Change in Fair Value of Invts 41 - - -
5999 Transfers In - - - (16,287,164)
451 Long Term Debt - City of CV Total 41 - - (16,287,164)
452 Equipment Lease Fund
4401 Investment Earnings City Pool (2,266) (1,923) - -
4404 Change in Fair Value of Invts (1,622) (1,639) - -
5371 Reimb - Other (34,786) (29,585) (23,930) (18,300)
5999 Transfers In (290,410) (302,397) (284,341) (284,071)
452 Equipment Lease Fund Total (329,084) (335,544) (308,271) (302,371)
453 Energy Conservation Loans
4404 Change in Fair Value of Invts (244) - - -
5371 Reimb - Other - - (258,000) (258,000)
5999 Transfers In (649,025) (487,255) (497,174) (491,646)
453 Energy Conservation Loans Total (649,269) (487,255) (755,174) (749,646)
475 2014 COP Refunding
4401 Investment Earnings City Pool (3,472) (78) - -
4403 Trustee Investment Earnings (57,206) (40,527) - -
4404 Change in Fair Value of Invts (7,277) - - -
252
2021-05-11 Agenda Packet Page 471 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
5999 Transfers In (2,432,129) (3,598,113) (3,611,332) (3,608,832)
475 2014 COP Refunding Total (2,500,084) (3,638,718) (3,611,332) (3,608,832)
476 2015 Refunding COP
4401 Investment Earnings City Pool 23 27 - -
4403 Trustee Investment Earnings (68,556) (47,276) - -
4404 Change in Fair Value of Invts 8 - - -
5999 Transfers In (2,906,885) (2,923,611) (2,935,919) (2,926,018)
476 2015 Refunding COP Total (2,975,410) (2,970,860) (2,935,919) (2,926,018)
477 2016 Ref COP Civic Ctr/Nature
4401 Investment Earnings City Pool (187) (4) - -
4403 Trustee Investment Earnings (30,356) (20,976) - -
4404 Change in Fair Value of Invts (60) - - -
5999 Transfers In (267,907) (284,382) (289,452) (287,551)
477 2016 Ref COP Civic Ctr/Nature Total (298,510) (305,362) (289,452) (287,551)
478 2016 LRRB PFDIF/COP
4401 Investment Earnings City Pool (411) 755 - -
4403 Trustee Investment Earnings (808) (178) - -
4404 Change in Fair Value of Invts (133) - - -
5999 Transfers In (2,131,728) (2,151,233) (2,155,975) (2,147,675)
478 2016 LRRB PFDIF/COP Total (2,133,080) (2,150,656) (2,155,975) (2,147,675)
479 2017 CREBs LRBs
4403 Trustee Investment Earnings (203) (192) - -
4404 Change in Fair Value of Invts 875 - - -
5371 Reimb - Other (317,154) (317,252) (315,485) (315,200)
5999 Transfers In (191,402) (316,009) (317,398) (352,964)
479 2017 CREBs LRBs Total (507,884) (633,453) (632,883) (668,164)
501 Otay Lakes Rd AD 88-2 Improv
4404 Change in Fair Value of Invts (25) - - -
501 Otay Lakes Rd AD 88-2 Improv Total (25) - - -
503 East H St. AD 87-1 Improvement
4404 Change in Fair Value of Invts (136) - - -
503 East H St. AD 87-1 Improvement Total (136) - - -
507 Otay Valley Rd AD 90-2 Impvt
4401 Investment Earnings City Pool (1,694) (1,987) - -
4404 Change in Fair Value of Invts (1,381) (1,524) - -
507 Otay Valley Rd AD 90-2 Impvt Total (3,075) (3,511) - -
508 Assessment District 97-2
4401 Investment Earnings City Pool (133) (156) - -
4404 Change in Fair Value of Invts (6,818) - - -
253
2021-05-11 Agenda Packet Page 472 of 618
FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
508 Assessment District 97-2 Total (6,951) (156) - -
511 OV Rd Fee Recovery District
4401 Investment Earnings City Pool (18,697) (21,918) - -
4404 Change in Fair Value of Invts (9,275) (15,991) - -
511 OV Rd Fee Recovery District Total (27,972) (37,909) - -
512 EL Greens II AD 94-1 Imprvmnt
4401 Investment Earnings City Pool 51 60 - -
4404 Change in Fair Value of Invts 16 - - -
512 EL Greens II AD 94-1 Imprvmnt Total 67 60 - -
518 AD2005-1 Tobias Drive
4401 Investment Earnings City Pool (1) (48) - -
5602 Special Assessment Receipts (2) (2,395) - -
518 AD2005-1 Tobias Drive Total (3) (2,443) - -
542 Drainage DIF
4401 Investment Earnings City Pool (77,390) (88,048) - -
4404 Change in Fair Value of Invts (66,337) (63,535) - -
542 Drainage DIF Total (143,727) (151,583) - -
560 Public Facilities DIF
4401 Investment Earnings City Pool (394,011) (487,685) - -
4404 Change in Fair Value of Invts (436,355) (510,989) - -
5751 DIF PF - Admin (583,624) (383,926) (825,000) (564,000)
5752 DIF PF - Civic Ctr Expansion (2,705,181) (1,778,967) (3,840,000) (2,600,000)
5753 DIF PF - Police Fac Remodel (1,733,664) (1,121,629) (2,540,000) (1,770,000)
5754 DIF PF - Corp Yard Relocation (457,488) (272,043) (540,000) (364,000)
5755 DIF PF - Libraries-East Terr (1,549,957) (1,040,309) (2,300,000) (1,560,000)
5756 DIF PF - Fire Supp Sys Exp (1,228,773) (819,443) (1,580,000) (1,030,000)
5771 DIF PF - Recreation Facilities (1,184,920) (785,733) (1,740,000) (1,300,000)
5999 Transfers In - (151,045) (151,045) -
560 Public Facilities DIF Total (10,273,973) (7,351,769) (13,516,045) (9,188,000)
580 Pedestrian Bridge DIFs
4401 Investment Earnings City Pool (105,195) (123,735) - -
4404 Change in Fair Value of Invts (90,144) (90,938) - -
5811 DIF - Ped Bridge - Otay Ranch (87,918) (70,373) (700,000) (584,000)
580 Pedestrian Bridge DIFs Total (283,257) (285,046) (700,000) (584,000)
590 Transportation DIFs
4401 Investment Earnings City Pool (469,820) (590,486) - -
4402 Investment Earnings Others (201,734) (197,251) (186,085) (180,000)
4404 Change in Fair Value of Invts (401,083) (443,300) - -
4812 Traffic Signal Fee (309,106) (400,088) (390,000) (250,000)
5781 DIF - Transportation (6,248,761) (2,150,015) (1,091,600) (3,900,000)
254
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FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
5999 Transfers In (107,415) - (1,035,000) -
590 Transportation DIFs Total (7,737,919) (3,781,140) (2,702,685) (4,330,000)
666 2016 TARBs
4401 Investment Earnings City Pool (15) (9) - -
4403 Trustee Investment Earnings (1,088) (1,436) - -
4404 Change in Fair Value of Invts 36 - - -
5999 Transfers In (2,799,686) (2,806,762) (2,797,700) (2,793,600)
666 2016 TARBs Total (2,800,753) (2,808,207) (2,797,700) (2,793,600)
692 Long-Term Advances DSF-RDA SA
5999 Transfers In - (949,906) - -
692 Long-Term Advances DSF-RDA SA Total - (949,906) - -
693 CV Bayfront Finance Authority
4711 Contributions - Other Agencies - (75,000) - -
5999 Transfers In - (2,660,583) (1,635,789) (1,705,349)
693 CV Bayfront Finance Authority Total - (2,735,583) (1,635,789) (1,705,349)
713 Capital Improvement Projects
4401 Investment Earnings City Pool (26,097) (48,834) - -
4403 Trustee Investment Earnings (138,212) (75,201) - -
4404 Change in Fair Value of Invts (27,305) (43,488) - -
5371 Reimb - Other (1,534,976) (669,889) - -
5390 Other Contributions - (104,145) - -
5999 Transfers In - (715,000) - -
713 Capital Improvement Projects Total (1,726,590) (1,656,557) - -
715 Parkland Acquisition & DevFees
4401 Investment Earnings City Pool (650,117) (771,801) - -
4402 Investment Earnings Others (228,176) (223,106) (226,669) (200,000)
4404 Change in Fair Value of Invts (558,934) (576,968) - -
5801 Park Dedication Fee (419,752) (784,528) (1,500,000) (300,000)
5999 Transfers In - - (50,000) (50,000)
715 Parkland Acquisition & DevFees Total (1,856,979) (2,356,403) (1,776,669) (550,000)
716 Western-Park Acquisition & Dev
4401 Investment Earnings City Pool (34,213) (42,929) - -
4404 Change in Fair Value of Invts (28,405) (33,346) - -
5801 Park Dedication Fee (360,442) (103,371) - (50,000)
716 Western-Park Acquisition & Dev Total (423,060) (179,646) - (50,000)
717 Residential Construction Tax
4061 Residential Construction Tax (219,900) (208,054) (325,505) (325,505)
4401 Investment Earnings City Pool (6,898) 4,551 - -
4404 Change in Fair Value of Invts (4,406) 347 - -
717 Residential Construction Tax Total (231,204) (203,156) (325,505) (325,505)
255
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FY 2019
ACTUAL
FY 2020
ACTUAL
FY 2021
ADOPTED
FY 2022
PROPOSED
SCHEDULE OF REVENUES
FUND/ACCOUNT
725 Industrial Development Auth.
4401 Investment Earnings City Pool (1) (1) - -
725 Industrial Development Auth. Total (1) (1) - -
735 Transportation Partnership
4401 Investment Earnings City Pool (2) (2) - -
4404 Change in Fair Value of Invts (1) - - -
735 Transportation Partnership Total (3) (2) - -
736 Other Transportation Program
4404 Change in Fair Value of Invts 58,084 - - -
4611 Federal Grant - Other (7,671,134) (2,037,131) - (227,500)
4701 Grant - Other Agency (299,057) (44,747) - -
736 Other Transportation Program Total (7,912,107) (2,081,878) - (227,500)
741 Prop 1B Highway Safety
4401 Investment Earnings City Pool (18) (21) - -
4404 Change in Fair Value of Invts (6) - - -
741 Prop 1B Highway Safety Total (24) (21) - -
GRAND TOTAL, ALL FUNDS (412,676,140) (426,273,015) (405,696,714) (462,848,874)
256
2021-05-11 Agenda Packet Page 475 of 618
FY2022 City of Chula Vista Proposed Budget
SCHEDULE OF INTERFUND TRANSFERS
257
2021-05-11 Agenda Packet Page 476 of 618
258
2021-05-11 Agenda Packet Page 477 of 618
FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
100 GENERAL FUND
221 Gas Tax Reimbursement for street related staff time, materials, and utilities 4,394,615$
234 Advanced Life Support Fund Staff time reimbursement 1,305,525
241 Parking Meter Reimbursement for allocated overhead costs 961
245 Traffic Safety Reimbursement for Police fleet maintenance costs 399,140
266 Special Revenue Endowment Reimbursement for allocated overhead costs 921
272 Federal Grants Fund Staff time reimbursement 658,925
282 Environmental Services Reimbursement for allocated overhead costs 308,585
313 CV Housing Authority Fund Reimbursement for allocated overhead costs 183,050
318 RDA Successor Agency Fund Reimbursement for allocated overhead costs 2,154
319 Housing Successor Agency Reimbursement for allocated overhead costs 6,269
344 CFD 13-M Otay Ranch Village 2 Reimbursement for allocated overhead costs 875
345 CFD 12M Village 7 Otay Ranch Reimbursement for allocated overhead costs 676
348 CFD 18M Village 3 Otay Ranch Reimbursement for allocated overhead costs 709
372 Open Space District #20 Reimbursement for allocated overhead costs 1,176
378 CFD 07M Eastlake Woods & Vista Reimbursement for allocated overhead costs 872
379 CFD 08M Vlg 6 McMillin & OR Reimbursement for allocated overhead costs 2,307
380 CFD 09M ORV II Brookfield-Shea Reimbursement for allocated overhead costs 1,586
382 CFD 99-2 Otay Ranch Vlg 1 West Reimbursement for allocated overhead costs 1,176
386 Otay Ranch Preserve Reimbursement for allocated overhead costs 670
387 CFD 98-3 Sunbow 2 Reimbursement for allocated overhead costs 864
388 CFD 97-1 Otay Ranch Reimbursement for allocated overhead costs 4,262
391 Central Garage Staff time reimbursement 38,176
405 City Jail Reimbursement for allocated overhead costs 188,500
406 Chula Vista Municipal Golf Course City's share of golf course operational revenues 132,580
408 Development Services Reimbursement for allocated overhead costs 1,923,648
410 Transport Enterprise Staff time reimbursement and overhead costs 622,034
411 Housing Successor Agency Reimbursement for allocated overhead costs 1,280
413 Trunk Sewer Capital Reserve Reimbursement for allocated overhead costs 35,835
414 Sewer Service Revenue Reimbursement for Sewer related staff time and materials 3,229,576
428 Sewer Facility Replacement Reimbursement for allocated overhead costs 7,694
430 Sewer DIF Reimbursement for allocated overhead costs 2,740
542 Drainage DIF Reimbursement for allocated overhead costs 2,357
560 PFDIF - Civic Center Expansion Reimbursement for allocated overhead costs 13,058
580 Pedestrian Bridge DIFs Reimbursement for allocated overhead costs 3,313
713 Capital Improvement Projects Reimbursement for allocated overhead costs 1,308
715 Parkland Acquisition & DevFees Reimbursement for allocated overhead costs 20,665
716 Western - Park Acquisition & Dev Reimbursement for allocated overhead costs 1,149
TOTAL TRANSFERS IN - 100 GENERAL FUND 13,499,231$
220 MEASURE P SALES TAX FUND
100 General Fund Transfer Measure P Sales Tax from General Fund 22,777,017$
TOTAL TRANSFERS IN - 220 22,777,017$
222 MEASURE A SALES TAX FUND
100 General Fund Transfer Measure A Sales Tax from General Fund 22,777,017$
272 Federal Grants Fund Staff time reimbursement 166,641
TOTAL TRANSFERS IN - 222 22,943,658$
234 MEASURE P SALES TAX FUND
410 Transport Enterprise Reimbursement for allocated overhead costs 2,255,076$
TOTAL TRANSFERS IN - 234 2,255,076$
340 SECTION 115 TRUST
100 General Fund Section 115 Trust Contribution for OPEB 5,937,182$
221 Gas Tax Section 115 Trust Contribution for OPEB 13,949
222 Measure A Sales Tax Section 115 Trust Contribution for OPEB 599,821
234 Advanced Life Support Fund Section 115 Trust Contribution for OPEB 27,899
272 Federal Grants Fund Section 115 Trust Contribution for OPEB 285,961
273 State Grants Fund Section 115 Trust Contribution for OPEB 34,873
SCHEDULE OF INTERFUND TRANSFERS IN
259
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FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
SCHEDULE OF INTERFUND TRANSFERS IN
282 Environmental Services Section 115 Trust Contribution for OPEB 55,797
313 CV Housing Authority Fund Section 115 Trust Contribution for OPEB 27,899
391 Central Garage Section 115 Trust Contribution for OPEB 69,747
405 City Jail Section 115 Trust Contribution for OPEB 104,620
408 Development Services Section 115 Trust Contribution for OPEB 432,429
410 Transport Enterprise Section 115 Trust Contribution for OPEB 362,682
414 Sewer Service Revenue Section 115 Trust Contribution for OPEB 334,784
TOTAL TRANSFERS IN - 340 8,287,643$
341 PUBLIC LIABILITY TRUST
100 General Fund General Fund transfer for public liability expenses 1,204,078$
414 Sewer Service Revenue Sewer Fund transfer for public liability expenses 80,000
TOTAL TRANSFERS IN - 341 1,284,078$
347 CFD 14M-B-EUC Millenia
100 General Fund Reimbursement for operational costs 243,358$
346 CFD 14M- A - EUC Millenia Reimbursement for operational costs 185,640
381 CFD 14M-2-EUC Millenia Reimbursement for operational costs 57,718
TOTAL TRANSFERS IN - 347 486,716$
394 VEHICLE REPLACEMENT FUND
222 Measure A Sales Tax Funding for Fire Department vehicles 231,982$
TOTAL TRANSFERS IN - 394 231,982$
407 LIVING COAST DISCOVERY CTR FUND
100 General Fund Utility and fuel costs for the Living Coast Discovery Center 80,608$
TOTAL TRANSFERS IN - 407 80,608$
408 DEVELOPMENT SERVICES FUND
100 General Fund Staff time and Accela reimbursement 448,729$
313 CV Housing Authority Fund Reimbursement for allocated overhead costs 73,125
414 Sewer Service Revenue Staff time reimbursement 16,137
TOTAL TRANSFERS IN - 408 537,991$
409 CV ELITE ATHLETE CENTER
100 General Fund Transfer cell site tower lease revenue 120,000$
TOTAL TRANSFERS IN - 409 120,000$
414 SEWER SERVICE REVENUE
428 Sewer Facility Replacement Staff time reimbursement 150,000$
TOTAL TRANSFERS IN - 414 150,000$
442 CDBG SECTION 108 LOAN
272 Federal Grants Fund Debt service payment - Section 108 loan 644,747$
TOTAL TRANSFERS IN - 442 644,747$
451 LONG-TERM ADVANCES DSF - CITY
100 General Fund Debt service payment - 2021 Pension Obligation Bonds 11,667,956$
221 Gas Tax Debt service payment - 2021 Pension Obligation Bonds 27,414
222 Measure A Sales Tax Debt service payment - 2021 Pension Obligation Bonds 1,178,789
234 Advanced Life Support Fund Debt service payment - 2021 Pension Obligation Bonds 54,827
272 Federal Grants Fund Debt service payment - 2021 Pension Obligation Bonds 561,981
273 State Grants Fund Debt service payment - 2021 Pension Obligation Bonds 68,534
282 Environmental Services Debt service payment - 2021 Pension Obligation Bonds 109,655
313 CV Housing Authority Fund Debt service payment - 2021 Pension Obligation Bonds 54,827
391 Central Garage Debt service payment - 2021 Pension Obligation Bonds 137,068
405 City Jail Debt service payment - 2021 Pension Obligation Bonds 205,603
408 Development Services Debt service payment - 2021 Pension Obligation Bonds 849,825
410 Transport Enterprise Debt service payment - 2021 Pension Obligation Bonds 712,756
260
2021-05-11 Agenda Packet Page 479 of 618
FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
SCHEDULE OF INTERFUND TRANSFERS IN
414 Sewer Service Revenue Debt service payment - 2021 Pension Obligation Bonds 657,929
TOTAL TRANSFERS IN - 451 16,287,164$
452 EQUIPMENT LEASE FUND
100 General Fund Debt service payment - Mobile data computers & QECB 213,752$
TOTAL TRANSFERS IN - 452 213,752$
453 ENERGY LOAN REPAYMENTS
100 General Fund Debt service payment - California Energy Commission loan 561,965$
TOTAL TRANSFERS IN - 453 561,965$
475 2014 REFUNDING COP
100 General Fund Debt Service Payment - 2002 COP Refunding - Police Facility 2,006,461$
560 PFDIF - CIVIC CENTER EXPANSION Debt Service Payment - 2002 COP Refunding - Police Facility 2,223
573 Police Facilities Remodel Debt Service Payment - 2002 COP Refunding - Police Facility 1,600,148
TOTAL TRANSFERS IN - 475 3,608,832$
476 2015 REFUNDING COP
100 General Fund Debt Service Payment 425,352$
560 PFDIF - CIVIC CENTER EXPANSION Debt Service Payment (2,223)
572 PFDIF - Civic Center Expansion Debt Service Payment 1,835,796
717 Resid. Construction/Conversion Debt Service Payment - 2015 Refunding COP 667,093
TOTAL TRANSFERS IN - 476 2,926,018$
477 2016 REF COP CIVIC CENTER/NATURE CNTR
100 General Fund Debt service payment 58,076$
560 Public Facilities DIF Debt service payment (212)
572 PFDIF - Civic Center Expansion Debt service payment 229,687
TOTAL TRANSFERS IN - 477 287,551$
478 2016 LRRB PFDIF/COP
100 General Fund Debt service payment 611,265$
560 Public Facilities DIF Debt service payment (7,242)
572 PFDIF - Civic Center Expansion Debt service payment 814,686
574 Corporation Yard Relocation Debt service payment 728,966
TOTAL TRANSFERS IN - 478 2,147,675$
479 2017 CREBs LRBs
100 General Fund Debt service payment 352,964$
TOTAL TRANSFERS IN - 479 352,964$
666 2016 TARBS
318 Redevelopment Obligation Retirement Fund Debt service payments 2,793,600$
TOTAL TRANSFERS IN - 666 2,793,600$
693 CHULA VISTA BAYFRONT FINAN AUTHORITY
100 General Fund Annual contractual contribution 1,705,349$
TOTAL TRANSFERS IN - 693 1,705,349$
715 PARK ACQUISITION & DEVELOPMENT
451 Long-term Advances DSF - City Interfund loan payment 50,000$
TOTAL TRANSFERS IN - 715 50,000$
GRAND TOTAL ALL FUNDS 104,297,575$
261
2021-05-11 Agenda Packet Page 480 of 618
FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
100 GENERAL FUND
201 Measure P Sales Tax Transfer Measure P Sales Tax from General Fund 22,777,017$
222 Measure A Sales Tax Transfer Measure A Sales Tax from General Fund 22,777,017
272 Federal Grants Fund General Fund match for grant 63,959
340 Section 115 Trust Section 115 Trust Contribution for OPEB 5,937,182
341 Public Liability Trust General Fund transfer for public liability expenses 1,204,078
347 CFD 14M-B-EUC Millenia Project cost reimbursement to Open Space District 243,358
407 Living Coast Discovery Center Utility and fuel costs to the Living Coast Discovery Center 80,608
408 Development Services Staff time reimbursement 448,729
409 CV Elite Athlete Center Transfer cell site tower lease revenue 120,000
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 11,667,956
452 Equipment Lease Fund Debt service payment - Mobile data computers & QECB 284,072
453 Energy Loan Repayments Debt service payment - California Energy Commission loan 484,646
475 2014 Refunding COP Debt Service Payment - 2002 COP Refunding - Police Facility 2,008,314
476 2015 Refunding COP Debt Service Payment - 2015 Refunding COP 424,984
477 2016 Refunding COP Debt Service 58,336
478 2016 Refunding COP Debt Service 611,284
479 2017 CREBs LRBs Debt Service 352,907
693 Chula Vista Bayfront Financing Authority City's Bayfront Project Commitment 1,705,349
TOTAL TRANSFERS OUT - 100 71,249,796$
221 GAS TAX FUND
100 General Fund
Reimbursement for street related staff time, materials, and
utilities 4,401,614$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 13,949
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 27,414
TOTAL TRANSFERS OUT - 221 4,442,977$
222 MEASURE A SALES TAX FUND
394 Vehicle Replacement Fund Funding for Fire Department vehicles 231,982$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 599,821$
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 1,178,789$
TOTAL TRANSFERS OUT - 222 2,010,592$
234 ADVANCED LIFE SUPPORT FUND
100 General Fund Staff time reimbursement 1,305,525$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 27,899
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 54,827
TOTAL TRANSFERS OUT - 234 1,388,251$
241 PARKING METER
100 General Fund Reimbursement for Treasury services 961$
TOTAL TRANSFERS OUT - 241 961$
245 TRAFFIC SAFETY
100 General Fund Reimbursement for Police fleet maintenance costs 399,140$
TOTAL TRANSFERS OUT - 245 399,140$
266 SPECIAL REVENUE ENDOWMENTS
100 General Fund Reimbursement for Treasury services 921$
TOTAL TRANSFERS OUT - 266 921$
272 FEDERAL GRANTS FUND
272 Federal Grants Fund Funding for personnel costs 827,366$
442 CDBG Section 108 Loan Project cost reimbursement from AD 642,947
340 Section 115 Trust Section 115 Trust Contribution for OPEB 285,961
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 561,981
SCHEDULE OF INTERFUND TRANSFERS OUT
262
2021-05-11 Agenda Packet Page 481 of 618
FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
SCHEDULE OF INTERFUND TRANSFERS OUT
TOTAL TRANSFERS OUT - 272 2,318,255$
273 STATE GRANTS FUND
340 Section 115 Trust Section 115 Trust Contribution for OPEB 34,873$
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 68,534
TOTAL TRANSFERS OUT - 273 103,407$
282 ENVIRONMENTAL SERVICES
100 General Fund Reimbursement for allocated overhead costs 308,585$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 55,797
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 109,655
TOTAL TRANSFERS OUT - 282 474,037$
313 CV HOUSING AUTHORITY
100 General Fund Reimbursement for allocated overhead costs 183,050$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 27,899
408 Development Services Reimbursement for allocated overhead costs 73,125
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 54,827
TOTAL TRANSFERS OUT - 313 338,901$
318 Redevelopment Obligation Retirement Fund
100 General Fund Reimbursement for Treasury services 2,154$
666 2016 TARBs Debt service payment 2,793,600
TOTAL TRANSFERS OUT - 318 2,795,754$
319 HOUSING SUCCESSOR AGENCY
100 General Fund Reimbursement for Treasury services 6,269$
TOTAL TRANSFERS OUT - 319 6,269$
344 CFD 13-M OTAY RANCH VILLAGE 2
100 General Fund Reimbursement for Treasury services 875$
TOTAL TRANSFERS OUT - 344 875$
345 CFD 12M VILLAGE 7 OTAY RANCH
100 General Fund Reimbursement for Treasury services 676$
TOTAL TRANSFERS OUT - 345 676$
346 CFD 14M-A-EUC Millenia
347 CFD 14M-B-EUC Millenia Project cost reimbursement to Open Space District 185,640$
TOTAL TRANSFERS OUT - 346 185,640$
348 CFD 18M VILLAGE 3 OTAY RANCH
100 General Fund Reimbursement for Treasury services 709$
TOTAL TRANSFERS OUT - 348 709$
372 OPEN SPACE DISTRICT #20
100 General Fund Reimbursement for Treasury services 1,176$
TOTAL TRANSFERS OUT - 372 1,176$
378 CFD 07M EASTLAKE WOODS & VISTA
100 General Fund Reimbursement for Treasury services 872$
TOTAL TRANSFERS OUT - 378 872$
379 CFD 08M VLG 6 MCMILLIN & OR
100 General Fund Reimbursement for Treasury services 2,307$
TOTAL TRANSFERS OUT - 379 2,307$
263
2021-05-11 Agenda Packet Page 482 of 618
FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
SCHEDULE OF INTERFUND TRANSFERS OUT
380 CFD 09M ORV II BROOKFIELD-SHEA
100 General Fund Reimbursement for Treasury services 1,586$
TOTAL TRANSFERS OUT - 380 1,586$
381 CFD 14M-2-EUC Millenia
347 CFD 14M-B-EUC Millenia Project cost reimbursement to Open Space District 57,718$
TOTAL TRANSFERS OUT - 381 57,718$
382 CFD 99-2 OTAY RANCH VLG 1 WEST
100 General Fund Reimbursement for Treasury services 1,176$
TOTAL TRANSFERS OUT - 382 1,176$
386 OTAY RANCH PRESERVE
100 General Fund Reimbursement for Treasury services 670$
TOTAL TRANSFERS OUT - 386 670$
387 CFD 98-3 SUNBOW 2
100 General Fund Reimbursement for Treasury services 864$
TOTAL TRANSFERS OUT - 387 864$
388 CFD 97-1 OTAY RANCH
100 General Fund Reimbursement for Treasury services 4,262$
TOTAL TRANSFERS OUT - 388 4,262$
391 Central Garage Fund
100 General Fund Reimbursement for allocated overhead costs 38,176$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 69,747
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 137,068
TOTAL TRANSFERS OUT - 391 244,991$
405 CITY JAIL
100 General Fund Reimbursement for allocated overhead costs 188,500$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 104,620
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 205,603
TOTAL TRANSFERS OUT - 405 498,723$
406 CV MUNICPAL GOLF COURSE
100 General Fund City's share of golf course operational revenues 132,580$
TOTAL TRANSFERS OUT - 406 132,580$
408 DEVELOPMENT SERVICES
100 General Fund Reimbursement for allocated overhead costs 1,923,648$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 432,429
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 849,825
TOTAL TRANSFERS OUT - 408 3,205,902$
410 TRANSPORT ENTERPRISE
100 General Fund Reimbursement for allocated overhead costs 622,034$
234 Advanced Life Support Fund Reimbursement for allocated overhead and equipment costs 2,255,076
340 Section 115 Trust Section 115 Trust Contribution for OPEB 362,682
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 712,756
TOTAL TRANSFERS OUT - 410 3,952,548$
411 HOUSING SUCCESSOR AGENCY
100 General Fund Reimbursement for Treasury services 1,280$
TOTAL TRANSFERS OUT - 411 1,280$
264
2021-05-11 Agenda Packet Page 483 of 618
FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
SCHEDULE OF INTERFUND TRANSFERS OUT
413 TRUNK SEWER CAPITAL RESERVE
100 General Fund Reimbursement for Treasury services 35,835$
TOTAL TRANSFERS OUT - 411 35,835$
414 SEWER SERVICE REVENUE
100 General Fund Reimbursement for Sewer related staff time and materials 3,229,576$
340 Section 115 Trust Section 115 Trust Contribution for OPEB 334,784
341 Public Liability Trust Sewer Fund transfer for public liability expenses 80,000
408 Development Services Staff time reimbursement 16,137
451 Long-Term Advances Dsf - City Debt service payment - 2021 Pension Obligation Bonds 657,929
TOTAL TRANSFERS OUT - 414 4,318,426$
428 SEWER FACILITY REPLACEMENT
100 General Fund Reimbursement for Treasury services 7,694$
414 Sewer Service Revenue Staff time reimbursement 150,000
TOTAL TRANSFERS OUT - 428 157,694$
430 SEWER DIF
100 General Fund Reimbursement for Treasury services 2,740$
TOTAL TRANSFERS OUT - 430 2,740$
542 DRAINAGE DIF
100 General Fund Reimbursement for Treasury services 2,357$
TOTAL TRANSFERS OUT - 542 2,357$
560 PFDIF - CIVIC CENTER EXPANSION
100 General Fund Reimbursement for Treasury services 13,058$
475 2014 Refunding COP Debt Service Payment - 2015 Refunding COP 1,841
476 2015 Refunding COP Debt Service Payment - 2015 Refunding COP 1,832,454
477 2016 Ref COP Civic Center/Nature Center Debt Service Payment 229,409
478 2016 LRRB PFDIF/COP Debt Service Payment 807,301
TOTAL TRANSFERS OUT - 560 2,884,063$
573 POLICE FACILITIES REMODEL
475 2014 Refunding COP Debt Service Payment - 2002 COP Refunding - Police Facility 1,600,148$
TOTAL TRANSFERS OUT - 573 1,600,148$
574 CORP YARD RELOCATION
478 2016 LRRB PFDIF/COP Debt Service Payment 728,966$
TOTAL TRANSFERS OUT - 574 728,966$
580 PEDESTRIAN BRIDGE DIFS
100 General Fund Reimbursement for Treasury services 3,313$
TOTAL TRANSFERS OUT - 580 3,313$
713 CAPITAL IMPROVEMENT PROJECTS
100 General Fund Reimbursement for Treasury services 1,308$
TOTAL TRANSFERS OUT - 713 1,308$
715 PARKLAND ACQUISITION & DEVFEES
100 General Fund Reimbursement for Treasury services 20,665$
TOTAL TRANSFERS OUT - 715 20,665$
716 WESTERN - PARK ACQUISITION & DEV
451 Long-term Advances DSF - City Interfund loan payment 50,000$
100 General Fund Reimbursement for Treasury services 1,149
265
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FUND/ACCOUNT DESCRIPTION
FY 2022
PROPOSED
SCHEDULE OF INTERFUND TRANSFERS OUT
TOTAL TRANSFERS OUT - 716 51,149$
717 RESID. CONSTRUCTION/CONVERSION
476 2015 Refunding COP Debt Service Payment - 2015 Refunding COP 667,095$
TOTAL TRANSFERS OUT - 717 667,095$
GRAND TOTAL ALL FUNDS 104,297,575$
266
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FY2022 City of Chula Vista Proposed Budget
AUTHORIZED POSITIONS BY
DEPARTMENT
267
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268
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
ADMINISTRATION ‐ GENERAL FUND
ASST CITY MANAGER/ADMIN 1.00 0.00 0.00 1.00
CITY MANAGER 1.00 0.00 0.00 1.00
DEPUTY CITY MANAGER 2.00 0.00 0.00 2.00
EXECUTIVE SECRETARY 1.00 0.00 (1.00) 0.00
MARKETING & COMMUNICATIONS MGR 1.00 0.00 0.00 1.00
PUBLIC INFORMATION SPECIALIST 1.00 0.00 0.00 1.00
SPECIAL EVENTS COORDINATOR 1.00 0.00 0.00 1.00
SPECIAL PROJECTS MANAGER 0.00 0.00 1.00 1.00
SR GRAPHIC DESIGNER 1.00 0.00 (1.00) 0.00
SR WEBMASTER 1.00 0.00 0.00 1.00
ADMINISTRATION ‐ GENERAL FUND TOTAL 10.00 0.00 (1.00) 9.00
ANIMAL CARE FACILITY ‐ GENERAL FUND
ANIMAL ADOPTION COUNSELOR 1.00 0.00 0.00 1.00
ANIMAL CARE FAC ADMINISTRATOR 1.00 0.00 (1.00) 0.00
ANIMAL CARE SPECIALIST 5.00 0.00 (1.00) 4.00
ANIMAL CARE SUPERVISOR 1.00 0.00 0.00 1.00
ANIMAL CONTROL OFFICER 2.50 0.00 0.00 2.50
ANIMAL CTRL OFFICER SUPERVISOR 1.00 0.00 0.00 1.00
ANIMAL SERVICES SPECIALIST 0.00 0.00 1.00 1.00
DIRECTOR OF ANIIMAL SERVICES 0.00 0.00 1.00 1.00
OFFICE SPECIALIST 0.50 0.00 0.00 0.50
REGISTERED VETERINARY TECH 3.50 0.00 0.00 3.50
SR ANIMAL CARE SPECIALIST 2.00 0.00 0.00 2.00
SR FISCAL OFFICE SPECIALIST 1.00 0.00 0.00 1.00
SR OFFICE SPECIALIST 1.00 0.00 0.00 1.00
VETERINARIAN (PERMITTED)1.75 0.00 0.00 1.75
ANIMAL CARE FACILITY ‐ GENERAL FUND TOTAL 21.25 0.00 0.00 21.25
CITY ATTORNEY ‐ GENERAL FUND
ASST CITY ATTORNEY 1.00 0.00 0.00 1.00
CITY ATTORNEY (ELECTED)1.00 0.00 0.00 1.00
CITY ATTORNEY INVESTIGATOR 1.00 0.00 0.00 1.00
DEPUTY CITY ATTORNEY II 3.00 0.00 0.00 3.00
DEPUTY CITY ATTORNEY III 4.00 0.00 0.00 4.00
LAW OFFICE MANAGER 1.00 0.00 0.00 1.00
LEGAL ASSISTANT 2.00 0.00 0.00 2.00
PARALEGAL 1.00 0.00 0.00 1.00
SR ASST CITY ATTORNEY 1.00 0.00 0.00 1.00
SR LEGAL ASSISTANT 1.00 0.00 0.00 1.00
SR RISK MANAGEMENT SPECIALIST 1.00 0.00 0.00 1.00
CITY ATTORNEY ‐ GENERAL FUND TOTAL 17.00 0.00 0.00 17.00
CITY CLERK ‐ GENERAL FUND
ASSISTANT CITY CLERK 1.00 0.00 0.00 1.00
CITY CLERK 1.00 0.00 0.00 1.00
CITY CLERK ANALYST 1.00 0.00 0.00 1.00
DEPUTY CITY CLERK II 2.00 0.00 0.00 2.00
FISCAL OFFICE SPECIALIST 0.00 0.00 1.00 1.00
SR RECORDS SPECIALIST 1.00 0.00 0.00 1.00
269
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
CITY CLERK ‐ GENERAL FUND TOTAL 6.00 0.00 1.00 7.00
CITY COUNCIL ‐ GENERAL FUND
ADMIN SECRETARY (MAYOR, AT WILL)1.00 0.00 (1.00) 0.00
ADMIN SECRETARY (MAYOR, AT WILL) ‐ FROZEN/UNFUNDED 0.00 0.00 1.00 1.00
CHIEF OF STAFF 1.00 0.00 0.00 1.00
COUNCILPERSON 4.00 0.00 0.00 4.00
EXECUTIVE SECRETARY 1.00 0.00 0.00 1.00
MAYOR 1.00 0.00 0.00 1.00
POLICY AIDE 1.00 0.00 0.00 1.00
SR COUNCIL ASST 5.00 0.00 0.00 5.00
CITY COUNCIL ‐ GENERAL FUND TOTAL 14.00 0.00 0.00 14.00
DEVELOPMENT SERVICES GENERAL FUND
ASSISTANT DIR DEVELOPMENT SRVCS 1.00 0.00 0.00 1.00
ASSOCIATE PLANNER 2.00 0.00 0.00 2.00
CODE ENFORCEMENT OFFICER II 6.00 0.00 0.00 6.00
DEVELOPMENT SRVCS DEPT DIRECTOR 1.00 0.00 0.00 1.00
DEVELOPMENT SRVCS TECH II 1.00 0.00 0.00 1.00
OFFICE SPECIALIST 1.00 0.00 0.00 1.00
PLANNING TECHNICIAN 1.00 0.00 0.00 1.00
PRINICIPAL PLANNER 1.00 0.00 0.00 1.00
SR ADMINISTRATIVE SECRETARY 1.00 0.00 0.00 1.00
SR CODE ENFORCEMENT OFFICER 2.00 0.00 0.00 2.00
SR MANAGEMENT ANALYST 1.00 0.00 0.00 1.00
SR OFFICE SPECIALIST 1.00 0.00 0.00 1.00
SR PLANNING TECHICIAN 1.00 0.00 0.00 1.00
DEVELOPMENT SERVICES ‐ GENERAL FUND TOTAL 20.00 0.00 0.00 20.00
CV HOUSING AUTHORITY FUND
HOUSING MANAGER 1.00 0.00 0.00 1.00
MANAGEMENT ANALYST II 1.00 0.00 0.00 1.00
SR MANAGEMENT ANALYST 2.00 0.00 0.00 2.00
CV HOUSING AUTHORITY FUND TOTAL 4.00 0.00 0.00 4.00
DEVELOPMENT SERVICES FUND
ASSOC ENGINEER 4.00 0.00 0.00 4.00
ASSOC PLAN CHECK ENGINEER 4.00 0.00 0.00 4.00
ASSOCIATE PLANNER 5.00 0.00 0.00 5.00
BUILDING INSPECTION MGR 1.00 0.00 0.00 1.00
BUILDING INSPECTOR II 7.00 0.00 0.00 7.00
BUILDING INSPECTOR III 2.00 0.00 0.00 2.00
BUILDING OFF/CODE ENF MGR 1.00 0.00 0.00 1.00
DEVELOPMENT AUTOMATION SPEC 1.00 0.00 0.00 1.00
DEVELOPMENT SERVICES COUNTER MGR 1.00 0.00 0.00 1.00
DEVELOPMENT SERVICES TECH I 1.00 0.00 0.00 1.00
DEVELOPMENT SERVICES TECH II 5.00 0.00 0.00 5.00
DEVELOPMENT SERVICES TECH III 3.00 0.00 0.00 3.00
FACILITIES FINANCING MANAGER 1.00 0.00 0.00 1.00
270
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
LANDSCAPE ARCHITECT 4.00 0.00 0.00 4.00
MANAGEMENT ANALYST II 1.00 0.00 0.00 1.00
PLAN CHECK SUPERVISOR 1.00 0.00 0.00 1.00
PLANNING MANAGER 1.00 0.00 0.00 1.00
PRINCIPAL CIVIL ENGINEER 1.00 0.00 0.00 1.00
PRINCIPAL LANDSCAPE ARCHITECT 1.00 0.00 0.00 1.00
PRINCIPAL PLANNER 1.00 0.00 0.00 1.00
SECRETARY 1.00 0.00 0.00 1.00
SR BUILDING INSPECTOR 1.00 0.00 0.00 1.00
SR CIVIL ENGINEER 2.00 0.00 0.00 2.00
SR ENGINEERING TECHNICIAN 1.00 0.00 0.00 1.00
SR LANDSCAPE INSPECTOR 1.00 0.00 0.00 1.00
SR PLAN CHECK TECHNICIAN 1.00 0.00 0.00 1.00
SR PLANNER 5.00 0.00 0.00 5.00
SR PROJECT COORDINATOR 2.00 0.00 0.00 2.00
SR SECRETARY 1.00 0.00 0.00 1.00
TRANSPORTATION ENGINEER W/CERT 1.00 0.00 0.00 1.00
DEVELOPMENT SERVICES FUND TOTAL 62.00 0.00 0.00 62.00
DEVELOPMENT SERVICES ‐ GENERAL FUND TOTAL 20.00 0.00 0.00 20.00
DEVELOPMENT SERVICES ‐ NON‐GENERAL FUND TOTAL 66.00 0.00 0.00 66.00
ECONOMIC DEVELOPMENT GENERAL FUND
ADMINISTRATIVE SECRETARY 1.00 (1.00) 0.00 0.00
ADMINISTRATIVE TECHNICIAN 0.00 1.00 0.00 1.00
CHIEF SUSTAINABILITY OFFICER 1.00 0.00 0.00 1.00
CONSERVATION SPECIALIST II 5.00 0.00 0.00 5.00
DIR OF ECON DEVELOPMENT ‐ FROZEN/UNFUNDED 1.00 0.00 0.00 1.00
ECONOMIC DEVELOPMENT SPEC I 1.00 0.00 0.00 1.00
ENVIRONMENTAL SERVICES MGR 1.00 0.00 (1.00) 0.00
ENVIRONMENTAL SUSTAINABILITY MGR 1.00 0.00 0.00 1.00
REAL PROPERTY MANAGER 1.00 0.00 0.00 1.00
SR ECONOMIC DEV SPECIALIST 1.00 0.00 0.00 1.00
SR FISCAL OFFICE SPECIALIST 1.00 0.00 (1.00) 0.00
SR FISCAL OFFICE SPECIALIST ‐ FROZEN/UNFUNDED 0.00 0.00 1.00 1.00
ECONOMIC DEVELOPMENT ‐ GENERAL FUND TOTAL 14.00 0.00 (1.00) 13.00
ENVIRONMENTAL SERVICES FUND
ENVIRONMENTAL SERVICES MGR 0.00 0.00 1.00 1.00
RECYCLING SPECIALIST I 1.00 0.00 0.00 1.00
RECYCLING SPECIALIST II 5.00 0.00 0.00 5.00
SR RECYCLING SPECIALIST 1.00 0.00 0.00 1.00
ENVIRONMENTAL SERVICES FUND TOTAL 7.00 0.00 1.00 8.00
ECONOMIC DEVELOPMENT GENERAL FUND TOTAL 14.00 0.00 (1.00) 13.00
ECONOMIC DEVELOPMENT NON‐GENERAL FUND TOTAL 7.00 0.00 1.00 8.00
271
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
ENGINEERING AND CAPITAL PROJECTS GENERAL FUND
ADMINISTRATIVE SERVICES MANAGER 1.00 0.00 0.00 1.00
ASSOC ENGINEER 16.00 0.00 0.00 16.00
ASSOC LAND SURVEYOR 1.00 0.00 0.00 1.00
DIR OF ENGINEERING 1.00 0.00 0.00 1.00
ENGINEERING TECH II 2.00 0.00 (1.00) 1.00
ENGINEERING TECH II ‐ FROZEN/UNFUNDED 0.00 0.00 1.00 1.00
MANAGEMENT ANALYST II 1.00 (1.00) 0.00 0.00
PRINCIPAL CIVIL ENGINEER 3.00 0.00 0.00 3.00
PRINCIPAL TRAFFIC ENGINEER 1.00 0.00 0.00 1.00
PUBLIC WORKS INSP II 7.00 0.00 0.00 7.00
SR ADMINISTRATIVE SECRETARY 1.00 0.00 0.00 1.00
SR CIVIL ENGINEER 6.00 0.00 0.00 6.00
SR ENGINEERING TECHNICIAN 3.00 0.00 0.00 3.00
SR MANAGEMENT ANALYST 0.00 1.00 0.00 1.00
SR PUBLIC WORKS INSP 2.00 0.00 0.00 2.00
STORMWATER ENVIRONMENTAL SPECIALIST II 2.00 0.00 0.00 2.00
STORMWATER COMPLIANCE INSPECTOR II 1.00 0.00 0.00 1.00
STORMWATER PROGRAM MANAGER 1.00 0.00 0.00 1.00
SURVEY TECHNICIAN II 1.00 0.00 0.00 1.00
TRAFFIC SIGNAL & LIGHTING SUPERVISOR 1.00 0.00 0.00 1.00
TRAFFIC SIGNAL & LIGHTING TECHNICIAN II 4.00 0.00 0.00 4.00
ENGINEERING AND CAPITAL PROJECTS ‐ GENERAL FUND TOTAL 55.00 0.00 0.00 55.00
SEWER FUNDS
ASSOC ENGINEER 1.00 0.00 0.00 1.00
ENGINEERING TECH II 2.00 0.00 0.00 2.00
SR CIVIL ENGINEER 1.00 0.00 0.00 1.00
SR FISCAL OFFICE SPECIALIST 1.00 0.00 0.00 1.00
SEWER FUNDS TOTAL 5.00 0.00 0.00 5.00
ENGINEERING AND CAPITAL PROJECTS GENERAL FUND TOTAL 55.00 0.00 0.00 55.00
ENGINEERING AND CAPITAL PROJECTS NON‐GENERAL FUND TOTAL 5.00 0.00 0.00 5.00
FINANCE GENERAL FUND
ACCOUNTANT 1.00 0.00 0.00 1.00
ACCOUNTING ASSISTANT 5.00 0.00 0.00 5.00
ACCOUNTING TECHNICIAN 4.00 0.00 0.00 4.00
ACCOUNTS PAYABLE SUPERVISOR 1.00 0.00 0.00 1.00
ASSOCIATE ACCOUNTANT 1.00 0.00 0.00 1.00
ASST DIR OF FINANCE 1.00 0.00 0.00 1.00
BUDGET & ANALYSIS MANAGER 1.00 0.00 0.00 1.00
BUSINESS LICENSE REP 1.00 0.00 0.00 1.00
DIRECTOR OF FINANCE 1.00 0.00 0.00 1.00
FINANCE MANAGER 1.00 0.00 0.00 1.00
FISCAL & MANAGEMENT ANALYST 3.00 0.00 0.00 3.00
272
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
FISCAL & MANAGEMENT ANALYST ‐ FROZEN/UNFUNDED 1.00 0.00 0.00 1.00
FISCAL DEBT MGMT ANALYST 1.00 0.00 0.00 1.00
FISCAL OFFIC SPECIALIST 1.00 0.00 0.00 1.00
PROCUREMENT SERVICES ANALYST 1.00 0.00 0.00 1.00
PROCUREMENT SPECIALIST 1.00 0.00 0.00 1.00
REVENUE MANAGER 0.00 0.00 1.00 1.00
SR ACCOUNTANT 2.00 0.00 0.00 2.00
SR MANAGEMENT ANALYST 1.00 0.00 1.00 2.00
FINANCE ‐ GENERAL FUND TOTAL 28.00 0.00 2.00 30.00
SEWER FUNDS
MANAGEMENT ANALYST II 1.00 0.00 0.00 1.00
SEWER FUNDS TOTAL 1.00 0.00 0.00 1.00
FINANCE GENERAL FUND TOTAL 28.00 0.00 2.00 30.00
FINANCE NON‐GENERAL FUND TOTAL 1.00 0.00 0.00 1.00
FIRE GENERAL FUND
DEPUTY FIRE CHIEF 1.00 0.00 0.00 1.00
EMS INVENTORY SPECIALIST 0.00 0.00 1.00 1.00
FIRE BATTALION CHIEF ‐ A (112 HR)6.00 0.00 0.00 6.00
FIRE BATTALION CHIEF ‐ C (80 HR)1.00 0.00 0.00 1.00
FIRE CAPTAIN ‐ A (112 HR)36.00 0.00 0.00 36.00
FIRE CAPTAIN ‐ C (80 HR)2.00 0.00 0.00 2.00
FIRE CHIEF 1.00 0.00 0.00 1.00
FIRE DIVISION CHIEF 1.00 0.00 0.00 1.00
FIRE ENGINEER ‐ A (112HR)36.00 0.00 0.00 36.00
FIRE ENGINEER ‐ C (80 HR)1.00 0.00 0.00 1.00
FIRE INSP/INVEST I 1.00 0.00 0.00 1.00
FIRE INSP/INVEST II 6.00 0.00 0.00 6.00
FIRE PREV ENG/INVEST 1.00 0.00 0.00 1.00
FIRE PREVENTION SPECIALIST 1.00 0.00 (1.00) 0.00
FIRE PREVENTION SPECIALIST ‐ FROZEN/UNFUNDED 0.00 0.00 1.00 1.00
FIREFIGHTER ‐ A (112 HR)9.00 0.00 0.00 9.00
FIREFIGHTER/PARAMEDIC ‐A (112 HR)36.00 0.00 0.00 36.00
PRINICIPAL MANAGEMENT ANALYST 1.00 0.00 0.00 1.00
PUBLIC SAFETY ANALYST 1.00 0.00 0.00 1.00
SR ADMINISTRATIVE SECRETARY 1.00 0.00 0.00 1.00
SR FIRE INSP/INVEST 1.00 0.00 0.00 1.00
SR OFFICE SPECIALIST 1.00 0.00 0.00 1.00
TRAINING PROGRAMS SPEC 1.00 0.00 0.00 1.00
FIRE ‐ GENERAL FUND TOTAL 145.00 0.00 1.00 146.00
ADVANCED LIFE SUPPORT FUND
DELIVERY DRIVER 1.00 0.00 (1.00) 0.00
DEPUTY FIRE CHIEF 1.00 0.00 0.00 1.00
EMERGENCY MEDICAL TECH (NON‐SAFETY)24.00 0.00 (24.00) 0.00
EMS EDUCATOR 1.00 0.00 0.00 1.00
273
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
EMS INVENTORY SPECIALIST 1.00 0.00 (1.00) 0.00
FIRE BATTALION CHIEF 3.00 0.00 (3.00) 0.00
MULTIMEDIA PRODUCTION SPECIALIST 1.00 0.00 0.00 1.00
PARAMEDIC (NON‐SAFETY)24.00 0.00 (24.00) 0.00
SR MANAGEMENT ANALYST 1.00 0.00 0.00 1.00
ADVANCED LIFE SUPPORT FUND TOTAL 57.00 0.00 (53.00) 4.00
GRANT FUNDS
EMERGENCY SVCS COORDINATOR 1.00 0.00 (1.00) 0.00
EMERGENCY SVCS MANAGER 0.00 0.00 1.00 1.00
GIS SPECIALIST 1.00 0.00 (1.00) 0.00
GIS SPECIALIST ‐ FROZEN/UNFUNDED 0.00 0.00 1.00 1.00
GRANT FUNDS TOTAL 2.00 0.00 0.00 2.00
MEASURE A FUND
DEPUTY FIRE CHIEF 1.00 0.00 0.00 1.00
FIRE CAPTAIN ‐ C (80 HR)1.00 1.00 0.00 2.00
FIREFIGHTER ‐ A (112 HR)24.00 3.00 0.00 27.00
MEASURE A FUND TOTAL 26.00 4.00 0.00 30.00
TRANSPORT ENTERPRISE FUND
DELIVERY DRIVER 0.00 0.00 1.00 1.00
EMERGENCY MEDICAL TECH (NON‐SAFETY)0.00 0.00 24.00 24.00
FIRE BATTALION CHIEF ‐ C (80 HR)0.00 0.00 3.00 3.00
PARAMEDIC (NON‐SAFETY)0.00 0.00 24.00 24.00
ADVANCED LIFE SUPPORT FUND TOTAL 0.00 0.00 52.00 52.00
FIRE GENERAL FUND TOTAL 145.00 0.00 1.00 146.00
FIRE NON‐GENERAL FUND TOTAL 85.00 4.00 (1.00) 88.00
HUMAN RESOURCES ‐ GENERAL FUND
BENEFITS MANAGER 1.00 0.00 0.00 1.00
DIR OF HUMAN RESOURCES/RISK MANAGEMENT 1.00 0.00 0.00 1.00
FISCAL OFFICE SPECIALIST 0.00 0.00 0.50 0.50
HR ANALYST 2.00 0.00 0.00 2.00
HR TECHNICIAN 3.00 0.00 0.00 3.00
HUMAN RESOURCES MANAGER 0.00 2.00 0.00 2.00
HUMAN RESOURCES OPS MANAGER 1.00 (1.00) 0.00 0.00
PERFORMANCE & ORG DEV MGR 1.00 (1.00) 0.00 0.00
RISK MANAGEMENT SPECIALIST 0.50 0.00 0.00 0.50
SR FISCAL OFFICE SPECIALIST 2.00 0.00 0.00 2.00
SR HR ANALYST 5.00 0.00 0.00 5.00
SR RISK MANAGEMENT SPECIALIST 2.00 0.00 0.00 2.00
HUMAN RESOURCES ‐ GENERAL FUND TOTAL 18.50 0.00 0.50 19.00
INFORMATION TECHNOLOGY SRVCS ‐ GENERAL FUND
DIR OF INFO TECH SRVCS 1.00 0.00 0.00 1.00
GIS MANAGER 1.00 0.00 0.00 1.00
274
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
GIS SPECIALIST 2.00 0.00 0.00 2.00
INFO TECH SUPPORT SPECIALIST 1.00 0.00 0.00 1.00
INFO TECHNOLOGY TECHNICIAN 1.00 0.00 0.00 1.00
INFO TECHNOLOGY TECHNICIAN ‐ FROZEN/UNFUNDED 1.00 0.00 0.00 1.00
INFORMATION TECHNOLOGY MANAGER 1.00 0.00 0.00 1.00
OPS & TELECOM MGR 1.00 0.00 0.00 1.00
SR APPLICATION SUPPORT SPEC 1.00 0.00 0.00 1.00
SR INFO TECH SUPPORT SPEC 4.00 (4.00) 0.00 0.00
SR INFO TECH SUPPORT SPEC II/SR POLICE TECH SPEC 0.00 4.00 0.00 4.00
SR NEWTORK ENGINEER 0.00 0.00 1.00 1.00
SR PROGRAMMER ANALYST 2.00 0.00 0.00 2.00
TELECOMMUNICATIONS SPECIALIST ‐ FROZEN/UNFUNDED 1.00 0.00 0.00 1.00
INFORMATION TECHNOLOGY SRVCS ‐ GENERAL FUND TOTAL 17.00 0.00 1.00 18.00
LIBRARY ‐ GENERAL FUND
CITY LIBRARIAN 1.00 0.00 0.00 1.00
CULTURAL ARTS PROGRAM MGR 1.00 0.00 (1.00) 0.00
DIRECTOR OF COMMUNITY SERVICES 0.50 0.00 0.00 0.50
LIBRARIAN II 6.00 0.00 0.00 6.00
LIBRARIAN III 2.00 0.00 (1.00) 1.00
LIBRARIAN III ‐ FROZEN/UNFUNDED 0.00 0.00 1.00 1.00
LIBRARY ASSOCIATE 7.50 0.00 0.00 7.50
MANAGEMENT ANALYST II 1.00 0.00 0.00 1.00
PRINCIPAL LIBRARIAN 2.00 0.00 0.00 2.00
SR LIBRARIAN 3.00 0.00 0.00 3.00
LIBRARY ‐ GENERAL FUND TOTAL 24.00 0.00 (1.00) 23.00
PARKS AND RECREATION ‐ GENERAL FUND
DIRECTOR OF COMMUNITY SERVICES 0.50 0.00 0.00 0.50
ADMINISTRATIVE SECRETARY 1.00 0.00 0.00 1.00
ADMINISTRATIVE TECHNICIAN 1.00 0.00 0.00 1.00
AQUATIC SUPV II 2.00 0.00 0.00 2.00
AQUATIC SUPV III 1.00 0.00 0.00 1.00
FISCAL OFFICE SPECIALIST 1.00 0.00 0.00 1.00
GARDENER II 22.00 0.00 (22.00) 0.00
PARK RANGER PROGRAM MANAGER 1.00 0.00 0.00 1.00
PARK RANGER SUPERVISOR 1.00 0.00 0.00 1.00
PARKS & RECREATION ADMINISTRATOR 1.00 0.00 0.00 1.00
PARKS MANAGER 1.00 0.00 0.00 1.00
PARKS MAINT WORKER II 0.00 0.00 22.00 22.00
PARKS SUPERVISOR 4.00 0.00 0.00 4.00
PRINCIPAL RECREATION MANAGER 2.00 0.00 0.00 2.00
RECREATION SUPERVISOR III 8.00 0.00 0.00 8.00
SR GARDENER 9.00 0.00 (9.00) 0.00
SR PARK RANGER 0.00 0.00 1.00 1.00
SR PARKS MAINT WORKER 0.00 0.00 9.00 9.00
PARKS AND RECREATION ‐ GENERAL FUND TOTAL 55.50 0.00 1.00 56.50
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
POLICE GENERAL FUND
AUTOMATED FINGERPRINT TECH 2.00 0.00 0.00 2.00
CHIEF OF POLICE 1.00 0.00 0.00 1.00
CIVILIAN BACKGROUND INVESTIGTR 1.00 0.00 0.00 1.00
COMMUNITY SERVICE OFFICER 8.00 0.00 0.00 8.00
CRIME LABORATORY MANAGER 1.00 0.00 0.00 1.00
FACILITY & SUPPLY SPECIALIST 1.00 (1.00) 0.00 0.00
FORENSICS SPECIALIST 2.00 0.00 0.00 2.00
LATENT PRINT EXAMINER 2.00 0.00 0.00 2.00
MANAGEMENT ANALYST I 1.00 0.00 0.00 1.00
PARKING ENFORCEMENT OFFICER 1.00 0.00 0.00 1.00
PEACE OFFICER 147.00 0.00 1.00 148.00
PEACE OFFICER ‐ FROZEN/UNFUNDED 7.00 0.00 (1.00) 6.00
POLICE ADMIN SVCS ADMINISTRATOR 1.00 0.00 0.00 1.00
POLICE AGENT 48.00 0.00 0.00 48.00
POLICE CAPTAIN 3.00 0.00 0.00 3.00
POLICE DISPATCHER 21.00 0.00 0.00 21.00
POLICE DISPATCHER SUPERVISOR 5.00 0.00 0.00 5.00
POLICE FACILITY & SUPPLY COORDINATOR 0.00 1.00 0.00 1.00
POLICE LIEUTENANT 10.00 0.00 0.00 10.00
POLICE RECORDS SPECIALIST 10.50 0.00 0.00 10.50
POLICE RECORDS & SUPPORT SUPERVISOR 2.00 0.00 0.00 2.00
POLICE SERGEANT 25.00 0.00 0.00 25.00
POLICE SUPPORT SERVICES MGR 1.00 0.00 0.00 1.00
POLICE TECHNOLOGY MANAGER 0.00 0.00 1.00 1.00
POLICE TECHNOLOGY SPECIALIST 1.00 0.00 0.00 1.00
PRINCIPAL MANAGEMENT ANALYST 1.00 0.00 0.00 1.00
PUBLIC SAFETY ANALYST 1.00 0.00 0.00 1.00
SECRETARY 2.00 0.00 0.00 2.00
SMART TECHNOLOGY OFFICER 1.00 0.00 (1.00) 0.00
SR ADMINISTRATIVE SECRETARY 1.00 0.00 0.00 1.00
SR FISCAL OFFICE SPECIALIST 1.00 0.00 0.00 1.00
SR LATENT PRINT EXAMINER 1.00 0.00 0.00 1.00
SR OFFICE SPECIALIST 3.00 0.00 0.00 3.00
SR PARKING ENFORCEMENT OFFICER 1.00 0.00 0.00 1.00
SR PROP & EVIDENCE SPECIALIST 2.00 0.00 0.00 2.00
SR PUBLIC SAFETY ANALYST 2.00 0.00 0.00 2.00
SUPV PUBLIC SAFETY ANALYST 1.00 0.00 0.00 1.00
TRAINING PROGRAMS SPEC 1.00 0.00 0.00 1.00
POLICE ‐ GENERAL FUND TOTAL 319.50 0.00 0.00 319.50
CITY JAIL FUND
DETENTION FACILITY MANAGER 1.00 0.00 0.00 1.00
POLICE SERVICES OFFICERS 12.00 0.00 0.00 12.00
POLICE SERVICES OFFICERS SUPERVISOR 2.00 0.00 0.00 2.00
CITY JAIL FUND TOTAL 15.00 0.00 0.00 15.00
GRANT FUNDS
FA ANALYST 2.00 (1.00) 0.00 1.00
FA CYBER SECURITY PROGRAM MANAGER 1.00 0.00 0.00 1.00
FA DEPUTY DIRECTOR LECC 0.00 3.00 0.00 3.00
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
FA DEPUTY DIRECTOR SDLECC 2.00 (2.00) 0.00 0.00
FA DEPUTY EXECUTIVE DIRECTOR 1.00 0.00 0.00 1.00
FA DIRECTOR OF SD LECC 1.00 0.00 0.00 1.00
FA FINANCE MANAGER 1.00 0.00 0.00 1.00
FA GEOSPATIAL INTEL ANALYST 1.00 0.00 0.00 1.00
FA GRAPHIC DESIGNER/WEBMASTER 1.00 0.00 0.00 1.00
FA INTELLIGENCE ANALYST 2.00 1.00 0.00 3.00
FA IVDC‐LECC EXEC DIRECTOR 1.00 0.00 0.00 1.00
FA LECC IT MANAGER 1.00 0.00 0.00 1.00
FA NETWORK ADMINISTRATOR II 4.00 0.00 0.00 4.00
FA NETWORK ADMINISTRATOR III 1.00 0.00 0.00 1.00
FA PROG ASST SUPERVISOR 1.00 0.00 0.00 1.00
FA PUB PRVT PART EXER PRG MGR 1.00 0.00 0.00 1.00
FA RCFL NETWORK ENGINEER 2.00 0.00 0.00 2.00
FA SR FINANCIAL ANALYST 1.00 0.00 (1.00)0.00
FA SR INTELLIGENCE ANALYST 8.00 0.00 0.00 8.00
FA SR PROGRAM ASSISTANT 2.00 0.00 0.00 2.00
FA SR SECRETARY 1.00 0.00 0.00 1.00
FA SUPV INTELLIGENCE ANALYST 4.00 (1.00) 0.00 3.00
PEACE OFFICER 3.00 0.00 0.00 3.00
POLICE COMM RELATIONS SPEC 1.00 0.00 0.00 1.00
POLICE SERGEANT 1.00 0.00 0.00 1.00
GRANT FUNDS TOTAL 44.00 0.00 (1.00) 43.00
MEASURE A FUND
CIVILIAN BACKGROUND INVESTIGATOR 1.00 0.00 0.00 1.00
COMMUNITY SERVICES OFFICER 2.00 0.00 0.00 2.00
DIGITAL FORENSICS TECH II 2.00 0.00 0.00 2.00
INFORMATION TECHNOLOGY TECH 0.00 1.00 0.00 1.00
PEACE OFFICER 15.00 9.00 0.00 24.00
POLICE AGENT 6.00 0.00 2.00 8.00
POLICE COMM SYSTEMS MANAGER 1.00 0.00 0.00 1.00
POLICE DISPATCHER 7.00 0.00 0.00 7.00
POLICE LIEUTENANT 0.00 1.00 0.00 1.00
POLICE SERGEANT 5.00 1.00 1.00 7.00
POLICE TECHNOLOGY SPECIALIST 0.00 0.00 1.00 1.00
PUBLIC INFORMATION SPEC 0.00 1.00 0.00 1.00
SR INFO TECH SUPPORT SPEC II/SR POLICE TECH SPEC 0.00 1.00 (1.00) 0.00
SR POLICE TECHNOLOGY SPECIALIST 1.00 (1.00) 0.00 0.00
MEASURE A FUND TOTAL 40.00 13.00 3.00 56.00
POLICE GENERAL FUND TOTAL 319.50 0.00 0.00 319.50
POLICE NON‐GENERAL FUND TOTAL 99.00 13.00 2.00 114.00
PUBLIC WORKS GENERAL FUND
ADMINISTRATIVE SECRETARY 1.00 0.00 0.00 1.00
ASST DIR OF PUBLIC WORKS 1.00 0.00 0.00 1.00
BUILDING SERVICES SUPERVISOR 1.00 0.00 0.00 1.00
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
CARPENTER 1.00 0.00 0.00 1.00
CONSTRUCTION & REPAIR SUPVSR 1.00 0.00 0.00 1.00
CUSTODIAL SUPERVISOR 1.00 0.00 0.00 1.00
CUSTODIAN 11.00 0.00 0.00 11.00
DIR OF PUBLIC WORKS 1.00 0.00 0.00 1.00
ELECTRICIAN 2.00 0.00 0.00 2.00
EQUIPMENT OPERATOR 3.00 0.00 0.00 3.00
FACILITIES MANAGER 1.00 0.00 0.00 1.00
HVAC TECHNICIAN 2.00 0.00 0.00 2.00
LEAD CUSTODIAN 4.00 0.00 0.00 4.00
LOCKSMITH 1.00 0.00 0.00 1.00
MAINTENANCE WORKER II 10.00 0.00 0.00 10.00
MANAGEMENT ANALYST II 1.00 0.00 0.00 1.00
OPEN SPACE INSPECTOR 5.00 0.00 0.00 5.00
OPEN SPACE MANAGER 1.00 0.00 0.00 1.00
PLUMBER 1.00 0.00 0.00 1.00
PRINCIPAL MANAGEMENT ANALYST 1.00 0.00 0.00 1.00
PUBLIC WORKS MANAGER 2.00 0.00 0.00 2.00
PUBLIC WORKS SPECIALIST 1.00 0.00 0.00 1.00
PUBLIC WORKS SUPERINTENDENT 1.00 0.00 0.00 1.00
PUBLIC WORKS SUPERVISOR 4.00 0.00 0.00 4.00
PUMP MAINTENANCE SUPERVISOR 1.00 0.00 0.00 1.00
PUMP MAINTENANCE TECHNICIAN 5.00 0.00 0.00 5.00
SECRETARY 1.00 0.00 0.00 1.00
SR ELECTRONICS TECH 1.00 0.00 0.00 1.00
SR FISCAL OFFICE SPECIALIST 2.00 0.00 0.00 2.00
SR HVAC TECHNICIAN 1.00 0.00 0.00 1.00
SR MAINTENANCE WORKER 9.00 0.00 0.00 9.00
SR MANAGEMENT ANALYST 1.00 0.00 0.00 1.00
SR OFFICE SPECIALIST 1.00 0.00 0.00 1.00
SR OPEN SPACE INSPECTOR 1.00 0.00 0.00 1.00
TREE TRIMMER SUPERVISOR 1.00 0.00 0.00 1.00
PUBLIC WORKS ‐ GENERAL FUND TOTAL 82.00 0.00 0.00 82.00
FLEET MANAGEMENT FUND
EQUIPMENT MECHANIC 3.00 0.00 1.00 4.00
FIRE APPARATUS MECH 2.00 0.00 0.00 2.00
FLEET INVENTORY CONTROL SPEC 1.00 0.00 0.00 1.00
FLEET MANAGER 1.00 0.00 0.00 1.00
SR EQUIPMENT MECHANIC 1.00 0.00 0.00 1.00
SR MANAGEMENT ANALYST 0.00 0.00 1.00 1.00
FLEET MANAGEMENT FUND TOTAL 8.00 0.00 2.00 10.00
GAS TAX FUND
MAINTENANCE WORKER II 1.00 0.00 0.00 1.00
SR MAINTENANCE WORKER 1.00 0.00 0.00 1.00
GAS TAX FUND TOTAL 2.00 0.00 0.00 2.00
SEWER FUNDS
EQUIPMENT OPERATOR 3.00 0.00 0.00 3.00
MAINTENANCE WORKER II 19.00 0.00 0.00 19.00
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CLASSIFICATION
FY 2021
ADOPTED
BUDGET
FY 2021
MIDYEAR
CHANGES
FY 2022
PROPOSED
CHANGES
FY 2022
PROPOSED
BUDGET
PUBLIC WORKS SPECIALIST 1.00 0.00 0.00 1.00
PUBLIC WORKS SUPERVISOR 4.00 0.00 0.00 4.00
SR MAINTENANCE WORKER 15.00 0.00 0.00 15.00
SEWER FUNDS TOTAL 42.00 0.00 0.00 42.00
PUBLIC WORKS GENERAL FUND TOTAL 82.00 0.00 0.00 82.00
PUBLIC WORKS NON‐GENERAL FUND TOTAL 52.00 0.00 2.00 54.00
GENERAL FUND SUBTOTAL 846.75 0.00 3.50 850.25
NON‐GENERAL FUND SUBTOTAL 315.00 17.00 4.00 336.00
TOTAL AUTHORIZED POSITIONS 1,161.75 17.00 7.50 1,186.25
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FY2022 City of Chula Vista Proposed Budget
APPENDIX
Fiscal Policies
Investment Policies
General Fund Reserve Policy
Pension Reserve Policy
Debt Administration
Accounting Systems and Budgetary Control
List of Acronyms
Glossary
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FISCAL POLICIES
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Fiscal Policies
This section of the budget document reiterates the fiscal policies that were reviewed, acknowledged, or
approved/adopted by the City Council. These policies form the overall framework within which the operating budget
was formulated. The fiscal policies, most of which are already codified in one form or another, are not considered
new or controversial, but are summarized here to assist you to better understand the basis for the resource allocation
decisions that were made.
General
1.The City’s financial assets will be managed in a sound and prudent manner in order to ensure the continued
viability of the organization.
2.A comprehensive operating and capital budget for all City funds will be developed annually and presented to
the City Council for approval. The purpose of the annual budget with be to:
a.Identify community needs for essential services.
b.Identify the programs and specific activities required to provide these essential services.
c.Establish program policies and goals that define the nature and level of program services required.
d.Identify alternatives for improving the delivery of program services.
e.Identify the resources required to fund identified programs and activities, and enable accomplishment
of program objectives.
f.Set standards to facilitate the measurement and evaluation of program performance.
3.The City’s annual operating budget will be balanced whereby planned expenditures do not exceed
anticipated revenues.
4.Recurring revenues will fund recurring expenditures. One‐time revenues will be used for capital, reserve
augmentation, or other non‐recurring expenditures.
5.Accounting systems will be maintained in accordance with Generally Accepted Accounting Principles.
6.Investment policy and practice will be in accordance with State statues that emphasize safety and liquidity
over yield, including quarterly status reports to the City Council. (Council Policy)
7.City operations will be managed and budgets prepared with the goal of maintaining an available fund
balance in the General Fund of no less than fifteen percent of the General Fund operating budget. (Council
Policy)
8.General Fund fiscal status reports reflecting comparisons of actual and projected performance with budget
allocations for both revenue and expenditures will be presented to the City Council on a quarterly basis.
(City Charter)
Revenue
1.The City will endeavor to maintain a diversified and stable revenue base in order to minimize the impact to
programs from short‐term economic fluctuations.
2.Revenue projections will be maintained for the current year and four future fiscal years, and estimates will
be based on a conservative, analytical, and objective process.
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3.In order to maintain flexibility, except as required by law or funding source, the City will avoid earmarking
any restricted revenues for specific purpose or program.
4.The City has established user fees to best ensure that those who use a proprietary service pay for that
service in proportion to the benefits received. With few exceptions, such as those services provided for low‐
income residents, fees have been set to enable the City to recover the full cost of providing those services.
(Citywide Cost Recovery Policy, Council Policy Number 159‐03)
5.User fees will be reviewed and updated on an ongoing basis to ensure that program costs continue to be
recovered and that the fees reflect changes in levels of service delivery. (Master Fee Schedule)
6.The City will recover the cost of new facilities and infrastructure necessitated by new development
consistent with State law and the City’s Growth Management Program. Development Impact Fees will be
closely monitored and updated to ensure that they are maintained at a level adequate to recover costs.
(GMOC Ordinance)
7.When considering new development alternatives, the City will attempt to determine the fiscal impact of
proposed projects, annexations, etc. and ensure that mechanisms are put in place to provide funding for any
projected negative impacts on City operations. (GMOC Ordinance)
Expenditures
1.Budgetary control will be exercised at the Department/category level, meaning that each department is
authorized to spend up to the total amount appropriated for that department within the expenditure
categories of Personnel Costs, Supplies & Services, Other Charges, Utilities, and Capital. Transfers of
appropriations between expenditure categories of up to $15,000 may be approved by the City Manager.
Transfers of appropriations between expenditure categories in excess of $15,000, between departments,
and transfers from CIP projects require City Council approval. (City Charter & Council Policy)
2.Appropriations, other than for capital projects, remaining unspent at the end of any fiscal year will be
cancelled and returned to Available Fund Balance with the exception of any appropriations encumbered as
the result of a valid purchase order or as approved for a specific project or purpose by the City Council or the
City Manager. Appropriations for capital projects will necessarily be carried over from year to year until the
project is deemed to be complete. (Council Policy)
3.The City will establish and maintain equipment replacement and facility maintenance funds as deemed
necessary to ensure that monies are set aside and available to fund ongoing replacement needs.
4.The City will attempt to compensate non‐safety employees at rates above the middle of the labor market as
measured by the median rate for similar jurisdictions. (Council Policy)
Capital Improvement Program (CIP)
1.Major capital projects will be included in a CIP Budget reflecting a five‐year period. The CIP budget will be
updated annually and presented to City Council for approval. Resources will be formally appropriated
(budgeted) for the various projects on an annual basis in accordance with the five‐year plan.
City Debt Policy & Debt Management
1.The City will consider the use of debt financing primarily for capital improvement projects (CIP) when the
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project’s useful life will exceed the term of the financing and when resources are identified sufficient to fund
the debt service requirements. Some exceptions to this CIP driven focus are the issuance of debt such as
Pension Obligation Bonds, where the financial benefits are significantly greater than the costs and where the
benefits are determined to be a financially prudent option; and short‐term instruments such as tax and
revenue anticipation notes, which are to be used for prudent cash management purposes. Bonded debt
should not be issued for projects with minimal public benefit or support, or to finance normal operating
expenses. (Council Policy)
If a department has any project which is expected to use debt financing, the department director is
responsible for expeditiously providing the Finance Department with reasonable cost estimates, including
specific revenue accounts that will provide payment for the debt service. This will allow the Finance
Department to do an analysis of the project’s potential impact on the City’s debt capacity and limitations.
(Council Policy)
2. Debt capacity and affordability will be determined by conducting various analyses prior to the issuance of
bonds. The analysis of debt capacity should cover a broad range of factors including but limited to the
following:
Statutory or constitutional limitations affecting the amount that can be issued, such as legally authorized
debt limits and tax or expenditure ceilings
Other legal limitations, such as coverage requirements or additional bonds tests imposed by bond
covenants
Evaluation of trends relating to the government’s financial performance, such as revenues and
expenditures, net revenues available after meeting operating requirements, reliability of revenues
expected to pay debt service and unreserved fund balance levels
Debt service as a percentage of total General Fund Revenues
The City will attempt to limit the total amount of annual debt service payments payable by the General Fund
to no more than 10% of estimated total General Fund revenues. Under State Law, general obligation bonds
shall not exceed 15% of total assessed valuation within the City.
An analysis using current market rates and conservative projections showing compliance with the debt
affordability limitations included in this Debt Policy shall be conducted before the issuance of any debt with
a maturity longer than two years from date of issue.
Data showing direct and overlapping debt levels for the City of Chula Vista and surrounding agencies that
affect the residents of the City shall be compiled for inclusion in the Comprehensive Annual Financial Report
of the City. (Council Policy)
3. In order to maximize the financial options available to benefit the public, it is the policy of the City of Chula
Vista to allow for the consideration of issuing all generally accepted types of debt, including, but not
exclusive to the following:
General Obligation (GO) Bonds: General Obligation Bonds are suitable for use in the construction or
acquisition of improvements to real property that benefit the public at large. Examples of projects
include libraries, parks, and public safety facilities. All GO bonds require a 2/3 vote in order to pass.
Revenue Bonds: Revenue Bonds are limited‐liability obligations tied to a specific enterprise revenue
stream where the projects financed clearly benefit or relate to the enterprise. An example of projects
that would be financed by a Revenue Bond would be improvements to the sewer system, which would
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be paid back with money raised from the property owner’s sewer bills. Generally, no voter approval is
required to issue this type of obligation but must comply with proposition 218 regarding rate
adjustments.
Lease‐Backed Debt/Certificates of Participation (COP): Issuance of COP debt is a commonly used form of
debt that allows a City to finance projects where the debt service is secured via a lease or installment
agreement and where the payments are budgeted in the annual budget appropriation by the City from
the general fund. Lease‐Backed debt does not constitute indebtedness under the state or the City’s
constitutional debt limit and does not require voter approval.
Special Assessment/Special District Debt: the City will consider requests from developers for the use of
debt financing secured by property based assessments or special taxes in order to provide for necessary
infrastructure for new development only under strict guidelines adopted by City Council, which may
include minimum value‐to‐lien ratios and maximum tax burdens. Examples of this type of debt are
Assessment Districts (AD) and Community Facilities Districts (CFD) or more commonly known as Mello‐
Roos Districts. In order to protect bondholders as well as the City’s credit rating, all Rate and Method of
Apportionment (RMA) documents must include the provision that the maximum projected annual
special tax revenues must equal 110% of the projected annual gross debt service on any bonds of the
community facilities district. The City will also comply with all State guidelines regarding the issuance of
special district or special assessment debt. For further information, refer to the City of Chula Vista
Statement of Goals and Policies Regarding the Establishment of Community Facility Districts.
Industrial Development Bonds – Industrial Development Bonds (IDBs) are tax‐exempt securities which
can fund manufacturing businesses or energy development projects which provides a public benefit.
While the authorization to issue IDBs is provided by a state statute, the tax‐exempt status of these
bonds is derived from federal law (IRS Code Section 103(b) (2).
Tax Allocation Bonds – Tax Allocation Bonds are special obligations that are secured by the allocation of
tax increment revenues that were generated by increased property taxes in the designated
redevelopment area. Tax Allocation Bonds are not debt of the City. Due to changes in the law affecting
California Redevelopment agencies with the passage of ABX1 26 as codified in the California Health and
Safety Code, the City of Chula Vista Redevelopment Agency (RDA) was dissolved as of February 1, 2012,
and its operations substantially eliminated but for the continuation of certain enforceable RDA
obligations to be administered by the City of Chula Vista Successor Agency. The terms of ABX1 26
requires successor agencies perform all obligations with respect to enforceable debt obligations, which
include Tax Allocation Bonds.
Multi‐Family Mortgage Revenue Bonds – The City Housing Authority is authorized to issue mortgage
revenue bonds to finance the development, acquisition and rehabilitation of multi‐family rental
projects. The interest on the bonds can be exempt from Federal and State taxation. As a result, bonds
provide below market financing for qualified rental projects. In addition, the bonds issued can qualify
projects for allocations of Federal low‐income housing tax credits, which can provide a significant
portion of the funding necessary to develop affordable housing. For further information, refer to the
Chula Vista Housing Authority – Multi‐Family Administrative Bond Policies.
HUD Section 108 Loan Guarantee Program – The U.S. Department of Housing and Urban Development
(HUD) Section 108 Loan Guarantee Program allows cities to use their annual Community Development
Block Grant (CDBG) entitlement grants to obtain federally guaranteed funds large enough to stimulate
or pay for major community development and economic development projects. The program does not
require a pledge of the City’s General Fund, only of future CDBG entitlements. By pledging future CDBG
entitlement grants as security, the City can borrow at favorable interest rates because of HUD’s
guarantee of repayment to investors. (Council Policy)
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4.The City will strive to minimize borrowing costs by:
Seeking the highest credit rating possible;
Maintaining transparency and excellent communications with credit rating agencies regarding the City’s
fiscal condition;
Purchasing bond insurance or taking action to upgrade the City’s current credit rating (Council Policy)
5.The City will comply with Rule 15(c) 2‐12 of the Securities Exchange Commission (SEC) and provide timely
disclosure of relevant information on an annual basis as well as any material event notices as required.
(Council Policy)
6.In addition to externally financed debt, the City utilizes inter‐fund loans whenever possible to reduce
borrowing costs or provide for shorter term loans. When interest is charged on internal loans, it is done at
the same rate the City earns from its pooled investments.
Sewer Service Revenue Fund Reserve Policy
1.Working Capital and Rate Stabilization Reserve
Working Capital and Rate Stabilization reserves in the Sewer Service Revenue Fund will be restricted to
maintaining operating the wastewater collection system and paying treatment charges to City of San Diego
Metropolitan Wastewater (“Metro”). The reserve will be funded from revenues accumulated in the Sewer
Service Revenue Fund. IT is intended to accommodate any natural variability in revenues and expenditures,
including potential disruptions of cash flows due to varied billing methodology, short term fluctuations and
annual cycles. The reserve will also assist in addressing shortfalls which may occur due to unanticipated cost
increases in labor or energy and other consumption based goods and services, such as wastewater
treatment services provided by Metro. The reserves represent unrestricted resources available for
appropriation by the City Council addressing unforeseen needs for sewer services.
The Working Capital and Rate Stabilization Reserves will assist the City in addressing the following items:
Rate Stabilization – the reserves will allow the City the flexibility to “smooth” rates and phase increases
in over multiple years, which is prudent given the potential variability in the City’s payments to Metro.
Revenue Collection Fluctuations – the reserves will be used to protect the City from natural fluctuations
in revenue and expenditure cycles which is prudent given that the City bills customers at different points
in time but incurs expenses continuously throughout the year.
Rates of delinquencies – delays in collection of outstanding revenues.
Payroll cycles – the timing of fixed cash requirement for payroll, as related to the timing of revenue
cycles.
Unanticipated expenses – expenses whose characteristics make accurate estimation difficult, such as
increases in wastewater treatment services provided by the City of San Diego, energy costs, labor
benefits and other consumption based goods and services.
The City shall maintain a Sewer Revenue reserve equivalent to 90 days of operating expenditures and a Rate
Stabilization reserve equivalent to 90 days of operating expenditures for a minimum combined total of 180
days and a maximum reserve balance of 125% of the minimum balance.
If funds are appropriated from the Sewer Revenue Working Capital and Rate Stabilization Reserves, the
funds should be replenished in the budget process during subsequent fiscal years to the minimum reserve
balance. If the magnitude of the event caused the Sewer Revenue Working Capital and a Stabilization
Reserves to be less than 30 days of operating and maintenance budget, the Finance Director shall provide
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the City Council with a plan to incrementally replenish the reserves to the 180 days minimum reserve
balance. (Council Policy)
2.Emergency Reserve
The Sewer Service Revenue Fund Emergency Reserve is necessary to secure funding for insurance
deductibles, unforeseen liabilities/litigation and settlement costs related to the City’s wastewater system.
The City shall maintain a minimum Sewer Service Revenue Fund Emergency Reserve target level of 5% of the
operating and maintenance budget and a maximum reserve balance of 125% of the minimum balance. If the
funds are appropriated from the Sewer Revenue Emergency Reserves due to unanticipated needs, the
Finance Director shall provide the City Council with a plan to incrementally replenish the reserves to the
minimum reserve balance. (Council Policy)
3.Vehicle Replacement Reserve
The Sewer Service Revenue Fund Vehicle Replacement Reserves represents monies set aside to fund the
replacement of aging vehicles. The allocation is funded from revenues accumulated in the Sewer Service
Revenue Fund.
The City shall maintain a minimum Sewer Services Fund Vehicle Replacement Reserve target of 2% of the
operating and maintenance budget. This reserve will ensure that vehicles utilized for sewer operations are
replaced as scheduled and available to deploy as needed.
To achieve a minimum impact to cost of services and rates, funds will be included in the proposed budget on
an annual basis as identified in the City’s Vehicle Replacement schedule. The cost of replacing all vehicles
will be averaged over the lifespan of the existing fleet. This will generate a more normalized cost of services
by evenly distributing revenue requirements on a year‐to year‐basis offsetting temporary cash flow
deficiencies and avoid significant increases in rate charges to customers in the years the replacement cost
are incurred. (Council Policy)
4.USEPA Permit Renewal Liability Reserve
The Sewer Service Revenue Fund USEPA Permit Renewal Liability Reserve will account for monies set aside
to fund the City of San Diego Metropolitan Wastewater costs related to the potential upgrade of the Point
Loma Wastewater Treatment Plant (PLWTP) or other alternative for secondary treatment. The reserve will
be funded from revenues accumulated in the Sewer Service Revenue Fund.
Metro’s USEPA waiver expires in FY 2015 and may not be renewed. If denied, Metro would need to develop
and implement improvements to achieve secondary treatment level at PLWTP. Current cost estimates to
establish full secondary treatment at PLWTP as well as possible alternatives are all significant (>$1 Billion).
As a contributing member to the regional treatment plant, the City of Chula Vista’s share in the cost of any
upgrade would be approximately 10 percent for the capital improvements and any increase in the overall
treatment cost. It is expected that Metro will have 10 years after the expiration of the USEPA waiver to
institute secondary treatment or alternative. This reserve establishes a dedicated fund that will offset a
portion of the City’s share of any obligation related to the PLWTP USEPA waiver. By actively planning for the
PLWTP upgrade or alternative the City will be in a stronger financial position to afford such costs while
mitigating impacts to ratepayers.
The Permit Renewal Liability Reserve will be funded through annual contributions with the intent to reach a
target balance of 20% of Chula Vista’s share of the upgrade cost by FY 2024/25 (10 years after the expiration
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of the waiver). If substantial increases in Metro‐related costs occur sooner than expected, the City may draw
down reserve levels prior to FY 2024/25 to manage impacts to ratepayers. To be consistent with the City’s
policy for managing balances for its other utility reserves, if funds are appropriated from the reserve before
its intended use, the funds should be replenished in subsequent fiscal years. If the magnitude of withdrawal
is material, the Finance Director shall provide the City Council with a plan to incrementally replenish the
reserves.
If the actual costs for the PLWTP upgrade or alternative are less than anticipated, any unspent reserves will
be rolled into the Working Capital and Rate Stabilization Reserve and utilized to fund City sewer programs,
including maintenance and expansion of the City’s conveyance system and payment of San Diego Metro
wastewater treatment costs. (Council Policy)
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INVESTMENT POLICIES
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Investment Policies
1.0 Purpose
This “Investment Policy and Guidelines” (the “Investment Policy”) Policy is intended to provide guidelines for the
prudent investment of the City of Chula Vista’s (the “City”) cash balances, and outline policies to assist in
maximizing the efficiency of the City’s cash management system, while meeting the daily cash flow demands of
the City.
2.0 Policy
The investment practices and policies of the City of Chula Vista are based upon state law and prudent money
management.
3.0 Scope
This Investment Policy applies to all financial assets of the City of Chula Vista, as indicated in 3.1 below. These
funds are accounted for in the City’s Comprehensive Annual Financial Report.
3.1 Funds
The Director of Finance/Treasurer is responsible for investing the unexpended cash in the City Treasury for all
funds, except for the employee’s retirement funds, which are administered separately, and those funds which
are managed separately by trustees appointed under indenture agreements. The Director of Finance/Treasurer
will strive to maintain the level of investment of this cash as close as possible to 100%. These funds are
described in the City’s annual financial report and include:
General Fund
Special Revenue Funds
Capital Project Funds
Enterprise Funds
Trust and Agency Funds
Any new fund created by the legislative body, unless specifically exempted
This Investment Policy applies to all transactions involving the financial assets and related activity of the
foregoing funds.
Bond proceeds shall be invested in the investments permitted by the applicable bond documents. If the bond
documents are silent as to the permitted investments, the bond proceeds will be invested in the securities
permitted by this Policy. Notwithstanding the other provisions of this Policy, the percentage limitations listed
elsewhere in this Policy do not apply to bond proceeds.
4.0 Prudence
The standard of prudence to be used by the Director of Finance/Treasurer shall be the “prudent investor
standard”. This shall be applied in the context of managing an overall portfolio. The “prudent investor standard”
is applied to local agencies, pursuant to California Government Code Section 53600.3 which provides, in
pertinent part:
“… all governing bodies of local agencies or persons authorized to make investment decisions on behalf of those
local agencies investing public funds pursuant to this chapter are trustees and therefore fiduciaries subject to
the prudent investor standard. When investing, reinvesting, purchasing, acquiring, exchanging, selling, or
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managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then
prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the
agency, that a prudent person acting in a like capacity and familiarity with those matters would use in the
conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity
needs of the agency…”
4.1 Personal Responsibility
The Director of Finance/Treasurer, Assistant Director of Finance, Treasury Manager and Finance Manager as
investment officers acting in accordance with written procedures and the Investment Policy and exercising due
diligence, shall be relieved of personal responsibility for an individual security’s credit risk or market price
changes, provided deviations from expectations are reported to the City Council in a timely fashion and
appropriate action is taken to control adverse developments.
5.0 Objective
Consistent with this aim, investments are made under the terms and conditions of California Government Code
Section 53600, et seq. Criteria for selecting investments and the absolute order of priority are:
5.1 Safety
Safety of principal is the foremost objective of the investment program. Investments of the City of Chula Vista
shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. To
attain this objective, diversification is required in order that potential losses on individual securities do not
exceed the income generated from the remainder of the portfolio.
5.2 Liquidity
The City of Chula Vista’s investment portfolio will remain sufficiently liquid to enable the City to meet all
operating requirements which might be reasonably anticipated and to maintain compliance with any indenture
agreement, as applicable. Liquidity is essential to the safety of principal.
5.3 Return on Investments
The City of Chula Vista’s investment portfolio shall be designed with the objective of attaining a market‐average
rate of return throughout budgetary and economic cycles (market interest rates), within the City’s Investment
Policy’s risk parameters and the City’s cash flow needs. See also Section 16.0.
6.0 Delegation of Authority
The City Council delegates responsibility for the investment program to the Director of Finance/Treasurer for a
period of one year. Subject to review, the City Council may renew the delegation of authority each year. The
Director of Finance/Treasurer shall be responsible for all transactions undertaken and shall establish a system of
controls and written procedures to regulate the activities of subordinate officials. The responsibility for the day‐
to‐day investment of City funds will be delegated to the Assistant Director of Finance or their designee. The
Director of Finance/Treasurer may delegate day‐to‐day investment decision making and execution authority to
an investment advisor. The advisor shall follow the Investment Policy and such other written instructions as are
provided.
7.0 Ethics and Conflicts of Interest
In addition to state and local statutes relating to conflicts of interest, all persons involved in the investment
process shall refrain from personal business activity that could conflict with proper execution of the investment
program, or which could impair their ability to make impartial investment decisions. Employees and investment
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officers, including investment advisors, are required to file annual disclosure statements as required for “public
officials who manage public investments” [as defined and required by the Political Reform Act and related
regulations, including Government Code Sections 81000, et seq., and the rules, regulations and guidelines
promulgated by California’s Fair Political Practices Commission (FPPC)].
8.0 Authorized Financial Dealers and Institutions
For any transactions executed by the City, the City’s Director of Finance/Treasurer will maintain a list of the
financial institutions and brokers/dealers authorized to provide investment and depository services and will
perform an annual review of their financial condition. The City will utilize Moody’s Securities or other such
services to determine financially sound institutions with which to do business. The City shall annually send a
copy of the current Investment Policy to all financial institutions and brokers/dealers approved to do business
with the City.
As far as possible, all money belonging to, or in the custody of, a local agency, including money paid to the City’s
Director of Finance/Treasurer or other official to pay the principal, interest, or penalties of bonds, shall be
deposited for safekeeping in state or national banks, savings associations, federal associations, credit unions, or
federally insured industrial loan companies in this state selected by the City’s Director of Finance/Treasurer; or
may be invested in the investments set forth in Section 9.0. To be eligible to receive local agency money, a bank,
savings association, federal association, or federally insured industrial loan company shall have received an
overall rating of not less than “satisfactory” in its most recent evaluation by the appropriate federal financial
supervisory agency of its record of meeting the credit needs of California’s communities, including low‐ and
moderate‐income neighborhoods.
To provide for the optimum yield in the investment of City funds, the City’s investment procedures shall
encourage competitive bidding on transactions. Any transactions not executed directly with the issuer shall be
made with approved brokers/dealers. In order to be approved by the City, the broker/dealer must meet the
following criteria: (i) the broker/dealer must be a “primary” dealer or regional broker/dealer that qualifies under
Securities and Exchange Commission Rule 15C3‐1 (Uniform Net Capital Rule); (ii) the broker/dealer must be
experienced in institutional trading practices and familiar with the California Government Code as related to
investments appropriate for the City; and (iii) all other applicable criteria, as may be established in the
investment procedures. All brokers/dealers and financial institutions who desire to become qualified bidders for
investment transactions must submit documents relative to eligibility including U4 form for the broker, proof of
Financial Industry Regulatory Authority (FINRA) certification and a certification of having read and understood
the City’s Investment Policy and agreeing to comply with the Investment Policy. The City’s Director of
Finance/Treasurer shall determine if they are adequately capitalized (i.e. minimum capital requirements of
$10,000,000 and five years of operation).
If the City has an investment advisor, the investment advisor may use its own list of authorized issuers and
broker/dealers to conduct transactions on behalf of the City.
9.0 Authorized & Suitable Investments
The City is authorized by California Government Code Section 53600, et. seq., to invest in specific types of
securities. Where this section specifies a percentage limitation for a particular security type, that percentage is
applicable only on the date of purchase. Credit criteria listed in this section refers to the credit rating at the time
the security is purchased. If an investment’s credit rating falls below the minimum rating required at the time of
purchase, the Director of Finance/Treasurer will perform a timely review and decide whether to sell or hold the
investment.
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Investments not specifically listed below are deemed inappropriate and prohibited:
A. BANKERS’ ACCEPTANCES. A maximum of 40% of the portfolio may be invested in bankers’ acceptances. The
maximum maturity is 180 days. No more than 30% of the agency’s moneys may be invested in the bankers’
acceptances of any one commercial bank. See Government Code Section 53601(g).
B. NEGOTIABLE CERTIFICATES OF DEPOSIT. A maximum of 30% of the portfolio may be invested in negotiable
certificates of deposit (NCD’s). The maximum maturity of a NCD issue shall be 5 years. These are issued by
commercial banks and thrift institutions against funds deposited for specified periods of time and earn
specified or variable rates of interest. Negotiable certificates of deposit (NCD’s) differ from other certificates
of deposit by their liquidity. NCD’s are traded actively in secondary markets. See Government Code Section
53601(i).
C. COMMERCIAL PAPER. Per Government Code Section 53601(h), a maximum of 25% of the portfolio may be
invested in commercial paper. No more than 10% of the outstanding commercial paper of any single issuer
may be purchased. The maximum maturity is 270 days. Commercial paper of prime quality of the highest
ranking or of the highest letter and number rating as provided for by a NRSRO. The entity that issues the
commercial paper shall meet all of the following conditions in either paragraph (1) or paragraph (2):
1) The entity meets the following criteria:
a. Is organized and operating in the United States as a general corporation.
b. Has total assets in excess of five hundred million dollars ($500,000,000).
c. Has debt other than commercial paper, if any, that is rated in a rating category of “A” or higher,
or the equivalent, by a NRSRO.
2) The entity meets the following criteria:
a. Is organized within the United States as a special purpose corporation, trust, or limited liability
company.
b. Has program wide credit enhancements including, but not limited to, over collateralization,
letters of credit, or surety bond.
c. Has commercial paper that is rated in a rating category of “A‐1” or higher, or the equivalent, by
a NRSRO.
D. BONDS ISSUED BY THE CITY OR ANY LOCAL AGENCY WITHIN THE STATE OF CALIFORNIA. There is no limit on
the percentage of the portfolio that can be invested in this category. See Government Code Section
53601(a) and 53601(e).
E. OBLIGATIONS OF THE UNITED STATES TREASURY. United States Treasury Notes, bonds, bills or certificates of
indebtedness, or those for which the faith and credit of the United States are pledged for the payment of
principal and interest. There is no limit on the percentage of the portfolio that can be invested in this
category. See Government Code Section 53601(b).
F. FEDERAL AGENCIES. Federal agency or United States government‐sponsored enterprise obligations,
participations, or other instruments, including those issued by or fully guaranteed as to principal and
interest by federal agencies or United States government‐sponsored enterprises. There is no limit on the
percentage of the portfolio that can be invested in this category. See Government Code Section 53601(f).
G. REPURCHASE AGREEMENT, maximum term 1 year. Investments in repurchase agreements may be made, on
any investment authorized in this section, when the term of the agreement does not exceed 1 year. A
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Master Repurchase Agreement must be signed with the bank or broker/dealer who is selling the securities
to the City. There is no limit on the percentage of the portfolio that can be invested in this category. See
Government Code Section 53601(j).
H. REVERSE‐REPURCHASE AGREEMENTS (Requires Council approval for each transaction). Per Government
Code Section 53601(j), reverse repurchase agreements or securities lending agreements may be utilized only
when all of the following conditions are met:
a) The security to be sold on reverse repurchase agreement or securities lending agreement has been
owned and fully paid for by the local agency for a minimum of 30 days prior to sale.
b) The total of all reverse repurchase agreements and securities lending agreements on investments
owned by the local agency does not exceed 20% of the base value of the portfolio.
c) The agreement does not exceed a term of 92 days, unless the agreement includes a written codicil
guaranteeing a minimum earning or spread for the entire period between the sale of a security
using a reverse repurchase agreement or securities lending agreement and the final maturity date of
the same security.
d) Funds obtained or funds within the pool of an equivalent amount to that obtained from selling a
security to a counter party by way of a reverse repurchase agreement or securities lending
agreement, shall not be used to purchase another security with a maturity longer than 92 days from
the initial settlement date of the reverse repurchase agreement or securities lending agreement,
unless the reverse repurchase agreement or securities lending agreement includes a written codicil
guaranteeing a minimum earning or spread for the entire period between the sale of a security
using a reverse repurchase agreement or securities lending agreement and the final maturity date of
the same security.
e) Investments in reverse repurchase agreements, securities lending agreements, or similar
investments in which the local agency sells securities prior to purchase with a simultaneous
agreement to repurchase the security shall only be made with primary dealers of the Federal
Reserve Bank of New York or with a nationally or state‐chartered bank that has or has had a
significant banking relationship with a local agency.
f) For purposes of this policy, “significant banking relationship” means any of the following activities of
a bank:
i. Involvement in the creation, sale, purchase, or retirement of a local agency’s bonds,
warrants, notes, or other evidence of indebtedness.
ii. Financing of a local agency’s activities.
iii. Acceptance of a local agency’s securities or funds as deposits.
I. MEDIUM‐TERM CORPORATE NOTES. A maximum of 30% of the portfolio may be invested in medium‐term
corporate notes, with a maximum remaining maturity of five years or less. Notes eligible for investment shall
be rated in a rating category of “A,” its equivalent or better by a NRSRO. See Government Code Section
53601(k).
J. NON‐NEGOTIABLE CERTIFICATES OF DEPOSIT. The maximum maturity is 5 years. Certificates of deposit are
required to be collateralized as specified under Government Code Section 53630 et seq. The City, at its
discretion, may waive the collateralization requirements for any portion that is covered by Federal Deposit
Insurance Corporation (FDIC) insurance. There is no limit on the percentage of the portfolio that can be
invested in this category.
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K. OBLIGATIONS OF THE STATE OF CALIFORNIA. Including bonds payable solely out of revenues from a revenue
producing property owned, controlled or operated by the state, or by a department, board, agency or
authority of the state. The maximum maturity is 5 years. There is no limit on the percentage of the portfolio
that can be invested in this category. See Government Code Section 53601(d).
L. OBLIGATIONS OF THE OTHER 49 STATES. Including bonds payable solely out of revenues from a revenue
producing property owned, controlled or operated by any of these states, or by a department, board,
agency or authority of the state. The maximum maturity is 5 years. There is no limit on the percentage of the
portfolio that can be invested in this category. See Government Code Section 53601(d).
M. MONEY MARKET FUNDS. A maximum of 20% of the portfolio may be invested in money market funds. No
more than 10% of the agency’s funds may be invested in shares of beneficial interest of any one mutual
fund. Local agencies may invest in “shares of beneficial interest” issued by diversified management
companies which invest in the securities and obligations as authorized by California Government Code
Section 53601, subdivisions (a) to (k), inclusive, and subdivisions (m) to (q), inclusive. They must have the
highest rating from two NRSRO’s or have retained an investment advisor registered or exempt from
registration with the Securities and Exchange Commission with not less than five years of experience
managing money market mutual funds and with assets under management in excess of $500,000,000. The
purchase price of the shares may not include commission. See Government Code Section 53601(l).
N. San Diego County Treasurer’s Pooled Money Fund. Also known as the San Diego County Investment Pool,
the pool is a local government money fund created to invest the assets of the County of San Diego and other
public agencies located within the County. The three primary objectives of the County Pool are to safeguard
principal; to meet liquidity needs of Pool participants; and to achieve an investment return on the funds
within the guidelines of prudent risk management. Investment in the County Pool is highly liquid and the
City may invest with no portfolio percentage limit. See Government Code Section 27133.
O. THE LOCAL AGENCY INVESTMENT FUND (LAIF). LAIF is a special fund of the California State Treasury through
which any local government may pool investments. The City may invest up to $75 million in this fund.
Investments in LAIF are highly liquid and may be converted to cash within 24 hours. See Government Code
Section 16429.1.
P. SHARES OF BENEFICIAL INTEREST ISSUED BY A JOINT POWERS AUTHORITY (Local Government Investment
Pools [LGIP]). Per Government Code Section 53601(p), there is no limit on the percentage of the portfolio
that can be invested in this category. LGIP’s organized pursuant to Government Code Section 6509.7 that
invests in the securities and obligations authorized in subdivisions (a) to (q) of California Government Code
Section 53601, inclusive. Each share will represent an equal proportional interest in the underlying pool of
securities owned by the joint powers authority. To be eligible under this section the joint powers authority
issuing the shares will have retained an investment adviser that meets all of the following criteria:
• The adviser is registered or exempt from registration with the Securities and Exchange Commission.
• The adviser has not less than five years of experience investing in the securities and obligations
authorized in subdivisions (a) to (q) Government Code Section 53601, inclusive.
• The adviser has assets under management in excess of five hundred million dollars ($500,000,000).
Q. ASSET BACKED SECURITIES (ABS). A maximum of 20% of the portfolio may be invested in ABS. The maximum
maturity is five years. Securities eligible for investment under this subdivision shall be rated in a rating
category of “AA” or its equivalent or better by an NRSRO. ABS constitutes a mortgage pass‐through security,
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collateralized mortgage obligation, mortgage‐backed or other pay‐through bond, equipment lease‐backed
certificate, consumer receivable pass‐through certificate, or consumer receivable‐backed bond. See
Government Code Section 53601(o).
R.SUPRANATIONALS. A maximum of 30% of the portfolio may be invested in supranationals. The maximum
maturity is five years. Securities eligible for purchase under this subdivision shall be United States dollar
denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the
International Bank for Reconstruction and Development, International Finance Corporation, or Inter‐
American Development Bank that are eligible for purchase and sale within the United States. Investments
under this subdivision shall be rated in a rating category of “AA,” its equivalent or better by an NRSRO. See
Government Code Section 53601(q).
S.PLACEMENT SERVICE DEPOSITS. A maximum of 30% of the portfolio may be invested in placement service
deposits. The maximum maturity is 5 years. Deposits placed through a deposit placement service shall meet
the requirements under Government Code Section 53601.8 and 53635.8. The full amount of the principal
and the interest that may be accrued during the maximum term of each certificate of deposit shall at all
times be insured by federal deposit insurance.
T.COLLATERALIZED BANK DEPOSITS. Notes, bonds, or other obligations that are at all times secured by a valid
first priority security interest in securities of the types listed by California Government Code Section 53651
as eligible securities for the purpose of securing local agency deposits having a market value at least equal to
that required by California Government Code Section 53652 for the purpose of securing local agency
deposits. The securities serving as collateral shall be placed by delivery or book entry into the custody of a
trust company or the trust department of a bank that is not affiliated with the issuer of the secured
obligation. The maximum maturity is 5 years. There is no limit on the percentage of the portfolio that can be
invested in this category. See Government Code Section 53601(n) and 53630 et seq.
9.1 Investment Pools
The City’s Director of Finance/Treasurer or designee shall be required to investigate all local government
investment pools and money market mutual funds prior to investing and performing at least a quarterly review
thereafter while the City is invested in the pool or the money market fund. LAIF is authorized under provisions in
Section 16429.1 of the California Government Code as an allowable investment for local agencies even though
some of the individual investments of the pool are not allowed as a direct investment by a local agency.
10.0 Portfolio Adjustments
Should any investment listed in section 9.0 exceed a percentage‐of‐portfolio limitation due to an incident such
as fluctuation in portfolio size, the affected securities may be held to maturity to avoid losses. When no loss is
indicated, the Director of Finance/Treasurer shall consider reconstructing the portfolio basing his or her decision
on the expected length of time the portfolio will be unbalanced. If this occurs, the City Council shall be notified.
11.0 Collateralization
Under provisions of the California Government Code, California banks, and savings and loan associations are
required to secure the City’s deposits by pledging letters of credit issued by the Federal Home Loan Bank of San
Francisco with a value of 105% of the principal and accrued interest, government securities with a value of 110%
of principal and accrued interest or first trust deed mortgage notes having a value of 150% of the City’s total
deposits. Collateral will be handled as required by the California Government Code. The Director of
Finance/Treasurer, at his or her discretion, may waive the collateral requirement for deposits that are fully
insured up to $250,000 by the Federal Deposit Insurance Corporation.
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The market value of securities that underlay a repurchase agreement shall be valued at 102% or greater of the
funds borrowed against those securities and the value shall be adjusted no less than quarterly. Since the market
value of the underlying securities is subject to daily market fluctuations, the investments in repurchase
agreements shall be in compliance if the value of the underlying securities is brought back up to 102% no later
than the next business day. Collateral will always be held by an independent third party. A clearly marked
evidence of ownership (safekeeping receipt) must be supplied to the City and retained. The right of collateral
substitution is granted.
12.0 Safekeeping and Custody
All City investments shall identify the City of Chula Vista as the registered owner, and all interest and principal
payments and withdrawals shall indicate the City of Chula Vista as the payee. All securities shall be safe kept
with the City itself or with a qualified financial institution, contracted by the City as a third party. All agreements
and statements will be subject to review annually by external auditors in conjunction with their audit. In the
event that the City has a financial institution hold the securities, a separate custodial agreement shall be
required. All deliverable securities shall be acquired by the safekeeping institution on a “Delivery‐Vs‐Payment”
(DVP) basis. For Repurchase Agreements, the purchase may be delivered by book entry, physical delivery or by
third‐party custodial agreement consistent with the Government Code. The transfer of securities to the counter
party bank’s customer book entry account may be used for book entry delivery.
13.0 Diversification
The City’s investment portfolio will be diversified to avoid incurring unreasonable and avoidable risks associated
with concentrating investments in specific security types, maturity segment, or in individual financial
institutions. No more than 5% of the investment portfolio shall be in securities of any one issuer except for U.S.
Treasuries, U.S. Government Agency issues, and investment pools such as LAIF, the San Diego County Pool,
money market funds, and local government investment pools (LGIP’s).
A. Credit risk, defined as the risk of loss due to failure of the insurer of a security, shall be mitigated by
investing in those securities with an “A” or above rating and approved in the Investment Policy and by
diversifying the investment portfolio so that the failure of any one issuer would not unduly harm the
City’s cash flow.
B. Market risk, defined as the risk of market value fluctuations due to overall changes in the general level
of interest rates, shall be mitigated by implementing a long‐term investment strategy. It is explicitly
recognized herein, however, that in a diversified portfolio, occasional measured losses are inevitable
and must be considered within the context of overall investment return. The City’s investment portfolio
will remain sufficiently liquid to enable the City to meet all operating requirements which might be
reasonably anticipated.
14.0 Maximum Maturities
To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements.
The City will not directly invest in securities maturing more than five (5) years from the date of purchase, unless,
the legislative body has granted express authority to make that investment either specifically, or as a part of an
investment program approved by the City Council at least three (3) months prior to the investment.
15.0 Internal Control
The Director of Finance/Treasurer shall establish a system of internal controls designed to prevent loss of public
funds due to fraud, employee error, or misrepresentation by third parties. No investment personnel, including
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an investment advisor, may engage in an investment transaction except as provided for under the terms of this
Investment Policy and the procedure established by the Director of Finance/Treasurer.
The external auditors shall annually review the investments with respect to the Investment Policy. This review
will provide internal control by assuring compliance with policies and procedures for the investments that are
selected for testing. Additionally, account reconciliation and verification of general ledger balances relating to
the purchasing or maturing of investments and allocation of investments to fund balances shall be performed by
the Finance Department and approved by the Director of Finance/Treasurer. To provide further protection of
City funds, written procedures prohibit the wiring of any City funds without the authorization of at least two of
the following six designated City staff:
1.Director of Finance/Treasurer
2.Assistant Director of Finance
3.Treasury Manager
4.Finance Manager
5.Revenue Manager
6.Budget and Analysis Manager
16.0 Performance Standards
The investment portfolio shall be managed to attain a market‐average rate of return throughout budgetary and
economic cycles, taking into account the City’s investment risk constraints and cash flow. Investment return
becomes a consideration only after the basic requirements of investment safety and liquidity have been met. In
evaluating the performance of the City’s portfolio in complying with this policy, the City shall establish an
appropriate performance benchmark and compare the return of its portfolio to the return of the benchmark.
17.0 Reporting
The Director of Finance/Treasurer shall submit a quarterly investment report to the City Council and City
Manager following the end of each quarter. This report will include the following elements:
Type of investment
Institutional issuer
Purchase date
Date of maturity
Amount of deposit or cost of the investment
Face value of the investment
Current market value of securities and source of valuation
Rate of interest
Interest earnings
Statement relating the report to its compliance with the Statement of Investment Policy or the manner
in which the portfolio is not in compliance
Statement on availability of funds to meet the next six month’s obligations
Monthly and year‐to‐date budget amounts for interest income
Percentage of portfolio by investment type
Days to maturity for all investments
Comparative report on interest yields
Monthly transactions
Compare portfolio total return to market benchmark total return
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In addition, a commentary on capital markets and economic conditions may be included with the report.
18.0 Investment Policy Review and Adoption
This Investment Policy shall be reviewed at least annually by the Director of Finance/Treasurer to ensure its
consistency with the overall objective of preservation of principal, liquidity, and return, and its relevance to
current law and financial and economic trends. Each fiscal year, the Finance Director shall provide a copy of the
City’s current Investment Policy and Guidelines to the City Council. By virtue of a resolution of the City Council
of the City of Chula Vista, the Council shall acknowledge the receipt of the Policy for the respective fiscal year.
Council Policy 220‐01, Last updated February 16, 2021 via Council Resolution 2021‐022
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GENERAL FUND RESERVE POLICY
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General Fund Reserve Policy
The City Council specifically amended this policy on November 3, 2020 with the adoption of Pension & OPEB
Reserve Fund Policy No. 220‐09, which provides, in relevant part, that:
(i)Allocations for the Pension Reserve Fund (“PRF”) will only occur after the full funding of the 15% General
Fund Operating Reserves; and
(ii)Upon meeting the 15% General Fund Operating Reserves, 75% of all future surplus funds will be
transferred to the PRF, and the remaining 25% will be allocated to the Economic Contingency Reserves
and Catastrophic Event Reserves in accordance with this Policy; and
(iii)In the event all three General fund reserve accounts are fully funded at the stated policy percentage,
100% of surplus funds will be transferred to the PRF until it reaches 15% of General Fund Expenses
(excluding Measure A & P, identical dollar amount to the General Fund Operating Reserves)..
The City Council amended this policy on November 5, 2009 with the acknowledgement that the reserve level
established by this policy is a long‐term goal.
PURPOSE:
Public entities purposely accumulate and then maintain adequate reserves to help ensure both financial stability
and the continued ability to provide core services in difficult times. Sufficient reserves create financial stability
resulting in increased credit quality and allows the public entity to better weather downturns in the economy
and the impacts of negative events, both major and minor. Properly funded reserves allow for the continued
maintenance of property, the replenishment of vehicles and equipment, and payment of expenses beyond the
amount of the funds available for a single fiscal year.
BACKGROUND:
The General Fund Reserve policy is established to ensure that the City’s finances are managed in a manner
which will (1) continue to provide for the delivery of quality services, (2) maintain and enhance service delivery
as the community grows in accordance with the General Plan, (3) minimize or eliminate the need to raise taxes
and fees because of temporary revenue shortfalls, and (4) establish the reserves necessary to meet known and
unknown future obligations and ability to respond to unexpected opportunities.
Fiscal stability is an important factor in operating a City. Establishing certain financial reserves would protect the
City against unexpected interruptions in revenues, vulnerability to Federal or State actions, adverse economic
conditions, unpredictable one‐time costs, and exposure to natural disasters and emergencies.
There are additional benefits to establishing a minimum General Fund reserve. Credit rating agencies carefully
monitor levels of reserves in a government’s General Fund to evaluate a government’s continued
creditworthiness. A higher credit rating results in savings to the taxpayer when the City issues debt or
participates in short‐term borrowing. Finally, reserve levels are a crucial consideration in long‐term financial
planning.
The Government Finance Officers Association (GFOA), an international organization that promotes the
professional financial management of governments for the public interest, recommends maintaining a minimum
unreserved fund balance (reserves) in the General Fund of no less than 5% to 15% of general fund operating
revenues, or no less than one to two months of regular general fund operating expenditures. A government’s
particular situation may require levels of unreserved fund balance in the general fund significantly in excess of
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these recommended minimum levels. Cities with higher reserve levels are better positioned to protect public
services during economic downturns. GFOA recommends that in establishing a policy governing the level of
unreserved fund balance in the general fund, a government should consider a variety of factors, including:
The predictability of its revenues and the volatility of its expenditures (i.e. higher levels of unreserved
fund balance may be needed if significant revenue sources are subject to unpredictable fluctuations or if
operating expenditures are highly volatile.)
The availability of resources in other funds as well as the potential drain upon general fund resources
from other funds (i.e. the availability of resources in other funds may reduce the amount of reserves
needed in the general fund, just as deficits in other funds may require that a higher level of reserves be
maintained in the general fund).
Liquidity (i.e., a disparity between when financial resources actually become available to make payments
and the average maturity of related liabilities may require that a higher level of resources be
maintained).
Designations (i.e. governments may wish to maintain higher levels of unreserved fund balance to
compensate for any portion of unreserved fund balance already designated for a specific purpose).
POLICY:
This Policy establishes three (3) distinct General Fund Reserves:
1.General Fund Operating Reserves – minimum 15%
2.Economic Contingency Reserves – minimum 5%
3.Catastrophic Event Reserves – 3%
The total recommended minimum reserve level for the three categories combined is 23%.
General Fund Operating Reserves
The General Fund Operating Reserves represent unrestricted resources available for appropriations by the City
Council to address extraordinary needs of an emergency nature.
The City shall maintain General Fund Operating Reserve levels of no less than 15% of the annual operating
budget. This level of reserves represents approximately 1.8 months of General Fund operating expenditures. The
reserves may be used to provide temporary financing for unanticipated extraordinary needs of an emergency
nature, such as major storm drain repairs, litigation or settlement costs or an unexpected liability created by
Federal or State legislative action.
If funds are appropriated (spent) from the operating reserves due to unanticipated needs, the funds should be
replenished in the budget process during the subsequent fiscal year to maintain the minimum reserve balance. If
the magnitude of the event caused the General Fund Operating Reserves to be deeply reduced, the City
Manager and Finance Director shall provide the City Council with a plan to incrementally replenish the reserves
to the minimum 15% level.
Authorized use (mid‐year appropriations) of the General Fund Operating Reserves will require approval by
four/fifths (4/5) vote of the City Council.
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Economic Contingency Reserve
The Economic Contingency Reserve represents monies set aside to mitigate service impacts during a significant
downturn in the economy which impacts City revenues such as sales tax, property tax, business license tax etc.
The City shall maintain General Fund Economic Contingency Reserve levels of no less than 5% of the annual
operating budget to provide for unexpected financial impacts related to a significant economic slowdown.
Funds may be appropriated from the Economic Contingency Reserves only after the City Manager and the
Finance Director have prepared an analysis providing sufficient evidence that the remaining reserves are
adequate to offset potential downturns in revenue sources and provide sufficient cash balance for the daily
financial needs of the City for the remainder of the fiscal year. Once the analysis has been presented to the City
Council, action to appropriate from the reserves will require a declaration that a fiscal emergency or
extraordinary need exists through an affirmative vote by 4/5ths of the City Council.
If the Economic Contingency Reserves should ever drop below the minimum reserve level, the City Manager and
Finance Director will develop a plan to replenish the reserves. The plan will be included in the adoption of the
City’s annual operating budget and Long‐Term Financial Plan.
Catastrophic Event Reserves
The Catastrophic Event Reserves are monies set aside to fund unanticipated expenses related to a major natural
disaster in the City.
A reserve level of 3% of the General Fund operating budget should be maintained as Catastrophic Event
Reserves. These funds are associated with the City’s Disaster Preparedness Program. The City is susceptible to
earthquakes, fires, floods and terrorist threats. In the event that the City Council proclaims a local emergency,
the Catastrophic Event Reserves can be utilized to fund recovery costs until reimbursements from federal and/or
state agencies can be recovered.
Authorized use of the Catastrophic Event Reserves will require a Proclamation of a Local Emergency by the City
Council or Director of Emergency Services. In addition, authorized use (mid‐year appropriations) of the
Catastrophic Event Reserves will require approval by four/fifths (4/5) vote of the City Council.
Calculation of Reserves
The reserves will be calculated using the following year’s Adopted General Fund budgeted operating
expenditures. Reserves will be evaluated annually in conjunction with the development of the City’s 10 Year
Financial Forecast and Annual Operating Budget process. There is no maximum reserve level as any additional
reserves would provide a greater level of fiscal security.
Council Policy 220‐03, Last updated November 3, 2020 via Council Resolution 2020‐254
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PENSION RESERVE POLICY
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Pension Reserve Policy
BACKGROUND
The following policy has been developed in response to large annual pension cost increases as a result of current
and retired employees living longer, lower than anticipated investment returns by CalPERS over the last several
years, and CalPERS policies adopted that require all cities to payback all unfunded pension liability over the next
thirty years for existing unfunded liability and over twenty years for any new unfunded liability. This policy will
formalize a funding mechanism for the establishment of a Pension Reserve Fund (PRF) to be used at the City’s
discretion to help offset future pension cost increases. As of June 30, 2020 the total Miscellaneous plan
Unfunded Actuarial Liability (UAL) was $190,478,272 and the total Safety plan UAL was $163,766,889.
The City also provides certain Other Pension Employment Benefits (OPEB) in the form of subsidized health care
rates for tier 1 retirees. As of June 30, 2019 the total OPEB liability for the City is $15,938,213. The City budgets
the implied subsidy amounts on an annual basis.
PURPOSE
To establish a formal City Pension Reserve Fund Policy and OPEB Reserve Fund Policy.
POLICY
Allocation Methodology
This policy amends the General Fund Reserve Policy – Fiscal Health Plan, all allocations for the PRF will only
occur after the full funding of the 15% General Fund Operating Reserves.
Upon meeting the 15% General Fund Operating Reserves 75% (seventy‐five percent) of all future surplus funds
shall be transferred to the PRF for the purposes of that fund while the remaining 25% (twenty‐five percent) is
allocated to the Economic Contingency Reserves and Catastrophic Event Reserves in accordance with the
General Fund Reserve Policy‐ Fiscal Health Plan. In the event all three General fund reserve accounts are fully
funded at the stated policy percentage, 100% of surplus funds will be transferred to the PRF until it reaches 15%
of General Fund Expenses (excluding Measure A & P, identical dollar amount to the General Fund Operating
Reserves).
Ongoing surplus funds are determined upon the close of the fiscal year if revenues exceed actual expenditures
within the General Fund. Special consideration shall be made by the Finance Director each year when
determining potential Surplus Funds so as not to leave any General Fund supported funds (Workers
Compensation, Public Liability, Insurance Fund) with a negative fund balance.
In addition, if Pension Obligation Bonds are issued, the City shall budget a minimum of 75% of the net annual
savings (determined at bond issuance for years 1‐10, not adjusted annually for any new unfunded liability or
change in actuarial assumptions) for bond fiscal years 1 through 10 to be transferred to the Pension Reserve
Fund on an annual basis. This fund will take the form of a Section 115 Trust and will replace the Pension Reserve
Fund described above. Upon full funding of the 15% Pension Reserve Fund in the 115 Trust, all surplus funds will
be allocated 50% to an OPEB Reserve Fund and 50% to an POB Bond Call Fund. Once 75% funding of outstanding
OPEB liability is achieved, all remaining surplus funds will be deposited into the POB Bond Call Fund. The Finance
Department shall provide a comprehensive reserve fund status report, including five‐year reserve fund balance
projections, annually to the City Council along with the Comprehensive Annual Financial Report.
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In the event of an economic hardship, or other unanticipated fiscal emergency, the City Council may make an
emergency declaration to reduce the annual transfer to the PRF, only if all funds in the Emergency Reserve and
Economic Contingency Reserve have been depleted. This declaration will only apply to the fiscal year in which it
was made. Ongoing fiscal challenges will require a second or third emergency declaration.
Other Provisions
PRF funds may be used towards: repayment of future CalPERS unfunded liability in part or whole; the issuance
of debt for the purposes of refinancing or issuing pension obligation bonds or other similar debt instruments;
establishment of an OPEB reserve fund; to pay off any outstanding POB’s; and any other unanticipated pension
related cost or charge. The Finance Department shall create the PRF in the fiscal year in which the first
scheduled transfer is to occur.
It is anticipated that pension fund contributions will eventually stabilize around the year 2030 and will slowly be
reduced until the outstanding unfunded pension liability is paid in full by the year 2045. Pension Obligation
Bonds may be considered to smooth the impacts over that twenty‐four‐year period. This PRF will remain in place
until such time pension contributions have stabilized and the City has no remaining unfunded liability or
projected liability in the future.
If any part of this Policy conflicts with Federal or State laws, or the City of Chula Vista Municipal Code, or
Charter, those laws will take precedence over this Pension Reserve Fund Policy.
Definitions:
Surplus Funds – Actual revenues exceeding expenditures, if applicable, for each fiscal year. The surplus funds
determination is typically made around October of each year for the prior fiscal year.
Bond Fiscal Year – Begins the first fiscal year immediately following the issuance of pension obligation bonds.
Council Policy 220‐09, Last updated November 3, 2020 via Council Resolution 2020‐254
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DEBT ADMINISTRATION
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Debt Administration
DEBT PORTFOLIO
The City of Chula Vista periodically utilizes various mechanisms for borrowing to finance large capital assets such as
infrastructure, buildings and large equipment. The City’s Debt Portfolio is a summary of its outstanding bonded
indebtedness by issuance. The purpose of this report is to provide Chula Vista citizens, investors and the general public
information on the City’s bonded indebtedness. Also included within the report are Redevelopment Agency/Successor
Agency obligations, and other City debt such as Special Tax District liabilities and HUD Section 108 Loan repayments.
The City’s debt portfolio can be accessed at the following link:
https://www.chulavistaca.gov/departments/finance/financial‐reports
Based on the estimated balances for the year ending June 30, 2021, the City and the former Redevelopment Agency
(Agency) borrowed funds through several long‐term debt issues and held other obligations which are to be funded for
a period of time exceeding one year. A summary of the City’s current debt obligations is categorized in the following
table.
Description
Principal
Outstanding
Interest
Outstanding
Total Debt
Outstanding
Tax Allocation Bonds 22,770,000$ 7,022,750$ 29,792,750$
Certificates of Participation / Lease Revenue Bonds 138,175,000$ 40,002,461$ 178,177,461$
Bond Premium 15,316,904$ ‐$ 15,316,904$
Capital Leases 11,079,920$ 819,533$ 11,899,453$
Notes/Loans Payable 1,689,357$ 125,142$ 1,814,499$
CDBG Section 108 Loan 4,926,000$ 1,414,693$ 6,340,693$
Miscellaneous Claims Payable 24,685,336$ ‐$ 24,685,336$
Compensated Absences (Employee Leave)10,200,707$ ‐$ 10,200,707$
Subtotal 228,843,224$ 49,384,579$ 278,227,803$
Advances from Other Funds 45,458,883$ ‐$ 45,458,883$
TOTAL LONG TERM DEBT 274,302,107$ 49,384,579$ 323,686,686$
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This section discusses the various types of long‐term debt that the City has incurred. Bond financings, notes payable,
capital leases and advances from other funds are the traditional forms of long‐term debt that the City has incurred.
However, also captured in this section are professional estimates derived from actuarial studies for workers
compensation and general liability claims. In addition, the Finance Department provides an estimate of the City’s
liability for compensated absences as of the end of each fiscal year. The following sections discuss the details of the
City’s long‐term debt.
Tax Allocation Bonds ($22.8 million)
Tax Allocation Bonds (TABS) are issued by the Agency and utilize tax increment revenue for debt service. The 2016 Tax
Allocation Refunding Bonds were issued to refund the 2006 Senior Tax Allocation Refunding Bonds, Series A, the 2006
Subordinate Tax Allocation Refunding Bonds, Series B and the 2008 Tax Allocation Refunding Bonds.
Certificates of Participation / Lease Revenue Bonds ($138.2 million)
As of June 30, 2021, the City currently has three outstanding Certificates of Participation and four outstanding Lease
Revenue Bonds. In February 2014, the Chula Vista Public Financing Authority (CVPFA) issued the 2014 COP to refund
the 2002 COP (Police Facility Project), fund a reserve fund, and pay the costs incurred in connection with the execution
and delivery of the Certificates. In September 2015, the CVPFA issued the 2015 COP to refund the 2004 COP (Civic
Center Project Phase I) and partially refund the 2006 COP (Civic Center Project Phase II), fund a reserve fund, and pay
the costs incurred in connection with the execution and delivery of the Certificates. In July 2016, the CVPFA issued the
2016 COP to refund the remaining 2006 COP (Civic Center Project Phase II), fund a reserve fund and to pay the costs
incurred in connection with the execution and delivery of the Certificates. In July 2016, the Chula Vista Municipal
Financing Authority (CVMFA) issued the 2016 Lease Revenue Refunding Bonds (LRRB) to refund the 2010 COP (Capital
Facilities Refunding Projects) and to fund a reserve fund. In July 2017, the CVMFA issued the 2017 Lease Revenue Bonds
(LRB) to finance infrastructure, facilities and equipment and pay the costs incurred in connection with the issuance of
the Bonds using Measure P Sales Tax as the dedicated revenue source for the debt service payments. In December
2017, the CVMFA issued the Lease Revenue Bonds Series 2017A and the Lease Revenue Bonds Series 2017B to finance
photovoltaic energy systems at various City facilities, capitalize interest on the Bonds and pay the costs incurred in
connection with the issuance of the Bonds.
Pension Obligation Bonds ($350 million)
In February 2021, the City of Chula Vista issued the Series 2021 Taxable Pension Obligation Bonds to pay all of the City’s
currently unamortized, unfunded accrued actuarial liability to the California Public Employees Retirement System with
respect to the City’s defined benefit retirement plans for City employees, to pay the premium for a municipal bond
insurance policy for the Insured Bonds, and to pay costs of issuance of the Bonds.
Bond Premium ($15.3 million)
The premium is composed of seven bond issuances. One premium is in connection with the 2014 COP refunding bonds.
The original amount of the premium is $3,537,111 and will be amortized over the life of the bonds. The second premium
is related to the 2015 COP refunding bonds. The original amount of the premium is $2,262,493 and will be amortized
over the life of the bonds. The third premium is related to the 2016 COP refunding bonds. The original amount of the
premium is $319,652 and will be amortized over the life of the bonds. The fourth premium is related to the 2016 LRRB.
The original amount of the premium is $2,516,621 and will be amortized over the life of the bonds. The fifth premium
is related to the 2016 TARBs. The original amount of the premium is $4,687,799 and will be amortized over the life of
the bonds. The sixth premium is related to the 2017 LRB. The original amount of the premium is $10,008,509 and will
be amortized over the life of the bonds. The seventh premium is related to the Lease Revenue Bonds Series 2017B. The
original amount of the premium is $135,516 and will be amortized over the life of the bonds.
Capital Leases ($11.1 million)
In July 2013, the City Council authorized a 16 year lease purchase agreement with Banc of America to fund various solar
energy projects for City facilities. The original amount of the loan was $2,121,500 and will be repaid through future
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energy savings.
In November 2015, the City entered into a 10‐year capital lease agreement with PNC Equipment Finance for the
acquisition of two Pierce Arrow XT Triple Combination Pumper / Fire Engines. The original amount of the lease is
$1,285,053.
In August 2016, the City entered into a 10‐year capital lease agreement with JPMorgan Chase Bank for the acquisition
of one Pierce Aerial Ladder Truck. The original amount of the lease is $1,229,470.
In June 2017, the City entered into a 10‐year Capital Lease Agreement with Motorola Solutions, Inc. for the acquisition
of a PSA System. The original amount of the lease is $1,351,409.
In January 2018, the City entered into a 5‐year Capital Lease Agreement with Mail Finance, Inc. for the acquisition of a
mail folding machine. The original amount of the loan was $17,245.
In October 2019, the City entered into a 4‐year Capital Lease Agreement with DELL Financial Services for 120 Mobile
Data Computers. The original amount of the loan was $303,013.85.
In September 2018, the City entered into a 10‐year Capital Lease Agreement with JP Morgan Chase Bank N.A. for one
Pierce Arrow XT Triple Combination Pumper/Fire Engine. The original amount of the loan was $720,785.92
In July 2020, the City entered into a 5‐year Capital Lease Agreement with Banc of America Public Capital Corporation
for one Pierce Aerial Ladder Truck and one Pierce Arrow XT Triple Combination Pumper/Fire Engine. The original
amount of the loan was $2,363,757.44.
In July 2020, the City entered into a 5‐year Capital Lease Agreement with Banc of America Public Capital Corporation
for additional equipment related to the $2,363,757.44 lease agreement above. The original amount of the loan was
$4,493,100.00.
Notes/Loans Payable ($1.7 million)
In September 2007, the City Council authorized the City’s participation in the California Energy Commission and San
Diego Gas and Electric On‐Bill Financing program. The loans were to bridge the financial gap between energy
conservation project capital costs and available rebates for energy conservation equipment. The original loan amount
was $665,884 for the On‐Bill Financing program. In fiscal year 2012 additional loans were entered into with the
California Energy Commission ($3.7 million) and San Diego Gas & Electric On‐Bill Financing Program ($256,302).
In December 2012, the City entered into a lease purchase agreement with Bank of America to purchase certain energy
conservation equipment. The agreement would bridge the financial gap between the Municipal Streetlight Retrofit
Project capital costs and the available rebates for energy conservation equipment. The June 30, 2021 outstanding
balance is $688,951.47
CDBG Section 108 Loan ($4.9 million)
The City entered into a contract for Loan Guarantee Assistance with the U.S. Department of Housing and Urban
Development (HUD) as part of the Section 108 Loan Program in the amount of $9,500,000 in June 2008. The Section
108 Loan is an “advance” of future CDBG entitlement funds and as such is repaid with a portion of the City’s annual
entitlement. Proceeds of the loan will be used to fund multiple capital improvement projects. Debt service payments
will be made with future CDBG entitlements for 20 years.
On November 27, 2018, the City received notice from HUD regarding the opportunity to refinance the existing loan
with a lower interest rate. On December 6, 2018, the City notified HUD of its election to redeem the current note. The
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City signed the agreement for the refinancing on January 23, 2019. This refinancing will result in cost savings to the City
from lower interest rates received during the remaining life of the loan.
Miscellaneous Claims Payable ($24.7 million)
The Miscellaneous Claims Payable represents the probable amount of loss as estimated by legal counsel and risk
management staff due to worker’s compensation and general liability claims filed against the City.
Compensated Absences ($10.2 million)
The obligation for Compensated Absences represents the estimated dollar value of accumulated leave balances,
primarily vacation leave, for employees that would have to be paid off if all permanent employees were terminated as
of June 30, 2020.
Advances From Other Funds ($45.5 million)
The Successor Agency has entered into reimbursement agreements with the City to reimburse the City for certain lease
payments made by the City under various lease agreements. The balance as of June 30, 2020, is $9.1 million.
Per Resolution 2015‐035 of the City Council, interfund loans from the Transportation Development Impact Fee to the
Fire Suppression System expansion component of the Public Development Impact Fee were consolidated into one loan
totaling $10,500,000. The balance for the loan was $8,570,125 at June 30, 2020. In accordance with Council Policy No.
220‐06, approved via Resolution 2015‐028, the financing costs shall be calculated using the City's pooled investment
earning rate on a quarterly basis.
City Council authorized a loan to Western PAD from Eastern PAD in the amount of $9,630,000 to acquire the 14.41 acre
site located in the lower Sweetwater Valley owned by the Redevelopment Agency and $310,000 to acquire the 1.89
acre site located at Auto Park Place, Chula Vista. Per Resolution 2015‐035 of the City Council, these loans were
consolidated. The loan will be repaid as funds become available, either as a result of credit acquisitions by the Agency
or the payment of PAD fees by developers in western Chula Vista; in conjunction with Council Policy No 200‐06,
approved via Resolution 2015‐028, the financing costs shall be calculated using the City's pooled investment earning
rate on a quarterly basis. The balance was $9,682,740 at June 30, 2020. The Agency will ensure that PAD funds are
repaid to fully fund the development of the park for which they were originally collected.
The City Council authorized and set terms for loans from the Trunk Sewer fund to Salt Creek for $16,848,381, to the
Storm Drain fund for $744,612, and $803,331 from the Sewer Facility fund for capital improvement projects, via
Resolution 2015‐035. In accordance with Council Policy No. 220‐06, approved via Resolution 2015‐028, the financing
costs shall be calculated using the City's pooled investment earning rate on a quarterly basis. The balance was
$18,098,265 at June 30, 2020, of which all $18,098,265 is outstanding from the Sewer Fund to the Sewer Development
Impact Fees Fund and the portion due from the Sewer Fund to the Storm Drain Fund has been paid in full.
General Fund Long‐Term Debt for Fiscal Year 2021‐22
The General Fund’s annual debt service “commitment” for the Certificates of Participation and the Lease Revenue
Refunding Bond in fiscal year 2022 is approximately $17.75 million, or 8.1% of the General Fund operating budget.
However, it must be noted that although this amount is truly a General Fund commitment, only $11.9 million will
actually be paid from General Fund resources, with the remaining amount paid from available development impact fees
and residential construction tax. The $11.9 million represents approximately 5.5% of the General Fund operating
budget. The $17.75 million represents ongoing level debt service payments as depicted in the following chart.
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Annual Debt Service Obligation of the General Fund
Fiscal Years 2021 through 2037
Note:
1)Actual payments are funded by the General Fund, Development Impact Fee Funds and residential construction tax however all debt service
obligations are backed by the General Fund.
2)The 2002 COP was refunded in FY2013 and became the 2014 Refunding COP. The 2004 COP was refunded and the 2006 was partially refunded
and became the 2015 Refunding COP. The 2006 COP was refunded and became the 2016 Refunding COP. The 2010 COP was refunded and
became the 2016 Lease Revenue Refunding Bonds.
$-
$2.00
$4.00
$6.00
$8.00
$10.00
$12.00
$14.00
$16.00
$18.00
$20.00
FY 2021FY 2022FY 2023FY 2024FY 2025FY 2026FY 2027FY 2028FY 2029FY 2030FY 2031FY 2032FY 2033FY 2034FY 2035FY 2036FY 2037Millions 2014 Ref COP 2015 Ref COP 2016 Ref COP 2016 LRRB 2017 LRB 2017A LRB 2017B LRB
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ACCOUNTING SYSTEMS AND BUDGETARY
CONTROL
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Accounting Systems and Budgetary Control
The City of Chula Vista’s budget provides an overview of the fiscal and operational status of the City, highlighting
policy issues, decisions, and proposed changes in service levels. The budget is comprised of a series of funds used to
account for revenues and expenditures. These funds are generally categorized as governmental or proprietary funds.
FUNDS STRUCTURE
Governmental funds include activities associated with the operations of the City such as the provision of library,
recreation, and public safety services. Special revenue funds, capital project funds, debt service funds, and the City’s
general fund are different types of governmental funds.
Proprietary funds are used to account for activities often found in the private sector including two fund types:
enterprise funds and internal service funds. Operations of the development service and sewer systems are accounted
for as enterprise funds. Examples of functions accounted for by internal service funds include fleet management and
worker’s compensation.
BUDGET BOOK ORGANIZATION
The budget document is organized around the following major funds – General Fund, Redevelopment Retirement
Obligation Fund and Successor Agency to the Redevelopment Agency Funds, Sewer Funds, Fleet Service Funds,
Capital Projects Funds, Debt Service Funds, and Other Funds. Details about each of these funds can be found in the
corresponding sections of the document.
City of Chula Vista Fund Structure
Budgetary Funds
Governmental Funds
General Fund Debt Service Funds Capital Project
Funds
Special Revenue
Funds
Redevelopment
Retirement Obligation
Fund and Successor
Agency to the
Redevelopment Agency
Funds
Proprietary Funds
Enterprise Funds
Sewer Funds
Development
Service Fund
Internal Service
Funds
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Each fund is considered an autonomous accounting entity. Funds are used to separate the various financial activities
of the City and to demonstrate compliance with specific regulations, restrictions, or limitations. This may include
demonstrating that restricted revenues are spent only for allowed purposes.
BASIS OF ACCOUNTING & BUDGETING
The City’s accounting records and budget are prepared and maintained using a modified accrual basis of accounting,
which follows the accounting practices for governmental units as recommended by the Governmental Accounting
Standards Board. Basic City operations are accounted for in the City’s General Fund, with other activities accounted
for in separate funds as required by law or determined by management discretion. Generally, revenues are recorded
when measurable and available, and liabilities are recorded when incurred.
INTERNAL CONTROLS
In administering the City’s accounting systems, primary consideration is given to the adequacy of internal accounting
controls, which include an array of administrative procedures. These controls are designed to provide reasonable, but
not absolute, assurance regarding the safeguarding of assets against loss from unauthorized use or disposition, as
well as the reliability of financial records for accurate and fair presentation of financial reports. The concept of
reasonable assurance recognizes that the cost of specific controls should not exceed the benefits likely to be derived
from exercising the controls, and that this evaluation necessarily involves estimates and judgments by management.
It is believed that the City’s internal accounting controls adequately safeguard City assets and provide reasonable
assurance of proper recording of financial transactions.
BUDGETARY CONTROL
The City Charter charges the Director of Finance with the responsibility to supervise and be responsible for the
disbursement of all monies and have control over all expenditures to ensure that budget appropriations are not
exceeded. The level of budgetary control, that is the level at which expenditures are not to exceed Council approved
appropriations, is established at the department and expenditure category level (e.g., personnel services, supplies
and services, capital).
BUDGET MODIFICATIONS
Any budget modification that would result in an appropriation increase requires City Council approval. The City
Manager and Finance Director are jointly authorized to transfer up to $15,000 of appropriations between expenditure
categories within a departmental budget. Any appropriations transfers between departments, in excess of $15,000,
and transfers from CIP projects, require City Council approval.
ENCUMBRANCES
An encumbrance (commitment) accounting system is utilized as a technique to enhance budgetary control during the
fiscal year. Appropriations encumbered (committed) at year‐end may be carried forward with City Manager approval
and are available to be used for those commitments during the subsequent fiscal year. Unspent and unencumbered
appropriations lapse at year‐end and become generally available for re‐appropriation the following fiscal year.
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LIST OF ACRONYMS
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List of Acronyms
A
ADA: Americans with Disabilities Act
ALS: Advanced Life Support
AMP: Asset Management Plan
AMS: Asset Management System
ARRA: American Recovery and Reinvestment Act
ATP: Active Transportation Program
B
BIG: Business Improvement Grant
BFDIF: Bayfront Development Impact Fee
BMS: Building Management System
BRT: Bus Rapid Transit
BTA: Bicycle Transportation Account
C
CAD: Computer Aided Dispatch
CalPERS: California Public Employees Retirement System
CALTRUST: Investment Trust of California
CAPPO: California Association of Public Purchasing Officers
CBAG: California Border Alliance Group
CDBG: Community Development Block Grant
CEC: California Energy Commission
CES: Conservation Environmental Services
CFD: Community Facility District
CIP: Capital Improvement Plan/Project/Program
CLSA: California Library Services Act
CMP: Corrugated Metal Pipe
CMT: Constant Maturity Treasury
CONF: Confidential
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COP: Certificate of Participation
CPI: Consumer Price Index
CREBS: Clean Renewable Energy Bonds
CTC: California Transportation Commission
CVBMP: Chula Vista Bayfront Master Plan
CVACF: Chula Vista Animal Care Facility
CVEA: Chula Vista Employee’s Association
CVPD: Chula Vista Police Department
CVT: Chula Vista Transit
D
DAR: Direct Access Ramp
DASH: Dynamic After School Hours
DIF: Development Impact Fee
DMS: Drainage Management System
DVP: Delivery Versus Payment
E
EEBG: Energy Efficiency Block Grant
EOC: Emergency Operation Center
ERAF: Educational Revenue Augmentation Fund
EUC: Eastern Urban Center
F
FCIP: Fire Company Inspection Program
FDIC: Federal Deposit Insurance Corporation
FF: Firefighters
FHLB: Federal Home Loan Bank
FHLMC: Federal Home Loan Mortgage Corporation
FHWA: Federal Highway Administration
FICB: Federal Intermediate Credit Bank
FLB: Federal Land Bank
FLSA: Fair Labor Standards Act
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FMS: Fleet Management System
FNMA: Federal National Mortgage Association
FPPC: Fair Political Practices Commission
FREBE: Free Resource Energy Business Evaluation
FSE: Fire Safety Engineering
FTA: Federal Transit Administration
FTE: Full‐Time Equivalent
FY: Fiscal Year
G
GAAP: Generally Accepted Accounting Principles
GDP: Gross Domestic Product
GFOA: Government Finance Officers of America
GGMS: General Government Management System
GIS: Geographic Information System
GMOC: Growth Management Oversight Committee
GNMA: Government National Mortgage Association
GUC: General Use Certificates
H
HBP: Highway Bridge Program
HOV: High Occupancy Vehicle
HR: Human Resources
HSIP: Highway Safety Improvement Program
HUD: Housing and Urban Development
HVAC: Heating\Ventilation\Air Conditioning
I
IAFF: International Association of Firefighters
ITS: Information and Technology Services
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L
LAIF: Local Agency Investment Fund
LAN: Local Area Network
LRT: Light Rail Trolley
M
MGD: Million Gallons per Day
MHZ: Megahertz
MIS: Management and Information Systems\Services
MLA: Master Lease Agreement
MOU: Memorandum of Understanding
MSCP: Multiple Species Conservation Plan
MTDB: Metropolitan Transit Development Board
MTS: Metropolitan Transit System
N
NCD: Negotiable Certificate of Deposit
NEP: Neighborhood Reinvestment Program
NFPA: National Fire Protection Association
O
OPEB: Other Post‐Employment Benefits
OSMS: Open Space Management System
P
PACE: Parcel Assessed Clean Energy
PAD: Park Acquisition and Development
PCI: Pavement Condition Index
PFDIF: Public Facilities Development Impact Fees
PLF: Public Library Foundation Act
PLTP: Point Loma Treatment Plant
PMS: Parks Management System
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POA: Police Officer’s Association
POB: Pension Obligation Bond
PUC: Public Utilities Commission
R
RCS: Regional Communications System
RCT: Residential Construction Tax
RDA: Redevelopment Agency
RFP: Request for Proposals
RMS: Roadway Management System
RTIP: Regional Transportation Improvement Program
RWQCB: Regional Water Quality Control Board
S
SANDAG: San Diego Association of Governments
SANDPIPA: San Diego Pooled Insurance Policy Association
SBA: Small Business Association
SBBRT: South Bay Bus Rapid Transit
SGIP: Smart Growth Initiative Program
SHOPP: State Highway Operations and Protection Program
SLMA: Student Loan Marketing Association
SR2s: Safe Routes to School
SRO: School Resource Officer
STRETCH: Safe Time For Recreation, Enrichment And Tutoring
SWBAMLA: Southwest Border Anti‐Money Laundering Alliance
T
TABS: Tax Allocation Bonds
TARBS: Tax Allocation Refunding Bonds
TDA: Transportation Development Act
TDIF: Transportation Development Impact Fee
TOT: Transient Occupancy Tax
TUT: Telephone Users’ Tax
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TVA: Tennessee Valley Authorities
U
UUT: Utility Users’ Tax
V
VLF: Vehicle License Fee
W
WCE: Western Council of Engineers
WMP: Wastewater Master Plan
WMS: Wastewater Management System
W‐TDIF: Western Transportation Development Impact Fee
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GLOSSARY
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Glossary
A
Accrual Basis of Accounting – A method of accounting by which transactions are recognized when they occur,
regardless of the timing of cash receipts and disbursements.
Accounting System – The collective set of records and procedures used to record, classify, and report information on
the financial status and operations of the City.
Accounts Payable – Amounts owed by the City to external entities for goods and services received.
Accounts Receivable – Amounts due to the City from external entities for goods and services furnished.
Adopted Budget – The title of the budget following its formal adoption by resolution of the City Council.
Ad Valorem – In proportion to value, a basis for levy of taxes on property.
Amended Budget – The title of the budget version that includes all amendments to the Adopted Budget approved by
Council throughout the fiscal year.
Appropriation – A legislative act by the City Council authorizing the expenditure of a designated amount of public
funds for a specific purpose.
Audit – An examination of City records and accounts by an external source to check their validity and accuracy.
B
Balanced Budget – The amount of budgeted expenditures is equal to or less than the amount of budgeted revenues
plus other available sources. For budgeting purposes, the use of contingency reserves or use of fund balance will be
considered revenue in defining a balanced budget.
Bond – A certificate of debt issued by a government or corporation guaranteeing payment of the original investment
plus interest by a specified future date.
Budget – A spending plan and policy guide comprised of an itemized summary of the City’s probable expenditures
and revenues for a given fiscal year.
C
Calendar Year (CY) – The 12‐month period from January through December.
Capital Expenditures – A specific undertaking involving procurement, construction or installation of facilities or
related equipment which improves, preserves, enhances or modernizes the City’s provision of municipal services, has
a useful life of at least five years, and costs in excess of $10,000.
Capital Improvement Program – An ongoing five‐year plan of single and multiple‐year capital expenditures which is
updated annually.
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Capital Improvement Project (CIP) – Any major capital investment with a value of $50,000 or more and a minimum
useful life of five years at a fixed location. CIPs may include construction or major repair of City buildings and facilities
such as streets, roads, storm drains, traffic signals, parks, community centers, etc.
Capital Project Funds – Funds that are utilized to account for resources used for the acquisition and construction of
capital facilities by the City, with the exception of those assets financed by proprietary funds.
Clean Renewable Energy Bonds (CREBs) – A certificate of debt issued by a government to finance renewable energy
projects.
Community Development Block Grant (CDBG) Funds – Funds received from the federal government and
expenditures as prescribed under the Community Development Grant Program.
D
Debt Service Funds – Funds used for payment of interest and principal to holders of the City’s various debt
instruments.
Deferred Maintenance – A backlog of needed repairs to City facilities including facility maintenance, painting and
structural repairs.
Depreciation – The expense incurred with the expiration of a capital asset.
Direct Costs – Operational expenditures exclusive to a specific service or program.
Discretionary Revenue – Revenues that are generated by general or specific taxing authority such as Property or Sales
Taxes.
E
Encumbrance – The designation or reserving of funds to buy an item or service.
Enterprise Funds – Funds established to account for specific services funded directly by fees and charges to users
such as sewer services. These funds are intended to be self‐supporting.
Expenditure – The actual outlay of monies set aside by appropriation for identified goods and services.
F
Fiscal Year (FY) – The twelve‐month period beginning July 1st and ending June 30th of the subsequent calendar year.
Fixed Assets – An asset with a useful life greater than three years.
Fringe Benefits – This consists of the costs to provide employee benefits that include the flexible benefit program,
insurance, and retirement.
Full‐time Equivalent Positions (FTE) – The conversion of part‐time, temporary, or volunteer positions to a decimal
equivalent of a full‐time position based on an annual amount of 2,080 hours worked.
Fund – A set of interrelated accounts to record revenues and expenditures.
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Fund Balance – The excess of an entity’s assets over its liabilities. A negative fund balance is sometimes referred to as
a fund deficit.
G
Generally Accepted Accounting Principles – A uniform set of minimum standards for external financial accounting
and reporting.
Gann Appropriation Limit – A State of California mandated appropriation limit imposed on local jurisdictions.
General Fund – The City’s main operating fund that is used to pay for City services.
General Plan – The fundamental policy document that guides the City’s future growth and development.
General Revenue – See Discretionary Revenues.
Governmental Funds – Funds that are typically used to account for tax‐supported activities. These include the general
fund, special revenue funds, debt service funds, and capital project funds.
Grants – A contribution by a government or other organization to provide funding for a specific project. Grants can
either be classified as capital projects or programmatic, depending on the grant.
I
Indirect Cost – Costs that are essential to the operation of the City but not exclusive to any specific service or
program. Indirect costs are primarily associated with support departments such as City Clerk, City Attorney,
Administration, Management Information Systems (MIS), Human Resources, and Finance.
Infrastructure – Basic physical assets such as buildings, streets, sewers, and parks.
Interest Expense – Interest costs paid by the City of Chula Vista on loans and bonds.
Internal Service Funds – Funds that are used to finance and account for goods, special activities, and services
performed by one City department for other City departments on a cost reimbursement basis.
L
Levy – To impose of collect a tax, special assessments, or charges for the support of City services.
Liability – Debt or other legal obligations arising out of past transactions that will be liquidated, renewed, or refunded
at some future date.
M
Major Fund – Funds whose revenues, expenditures/expenses, assets or liabilities are at least 10 percent of the total
for their fund category (governmental or enterprise) and 5 percent of the aggregate of all governmental and
enterprise funds in total. The general fund is always considered a major fund.
Memorandum of Understanding – A document detailing the outcomes of labor negotiations between the City and its
various bargaining units.
Modified Accrual Basis of Accounting – A method of accounting in which revenues are recognized in the period they
become available and measurable, and expenditures are recognized in the period the associated liability is incurred.
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Municipal Code – A collection of ordinances approved by City Council.
N
Non‐Capital Improvement Project Expenditures – Expenditures in this category are for large maintenance costs,
studies and various community outreach programs. By their nature, these maintenance upkeeps and programs are
expended beyond a one‐year period. Recording these types of expenditures in an operating type budget would skew
the comparison of budgets from year to year, because of this, the City finds it more efficient to record these types of
expenditures in the Non‐Capital Improvement Project category.
Non‐Major Fund – All funds which do not meet the criteria for a major fund. Major funds are funds where revenues,
expenditures/expenses, assets or liabilities are at least 10 percent of the total for their fund category (governmental
or enterprise) and 5 percent of the aggregate of all governmental and enterprise funds in total.
O
Operating Budget – Costs associated with the ongoing municipal services.
Ordinance – A formal legislative enactment by the City Council.
Other Expenditures – All budgeted expenditures that do not fall into one of the following primary expenditure
categories: Personnel, Supplies and Services, Utilities, Transfers Out, CIP and Non‐CIP Projects, and Capital.
P
Personnel Services Expenditures – Expenses related to employee compensation including salaries, wages, and
benefits.
Program Revenue – Revenues generated by a given activity.
Proposed Budget – The title of the budget prior to its formal adoption by resolution of the City Council.
Proprietary Funds – Funds used to account for a government’s business‐type activities, which are supported, at least
in part, by fees or charges.
R
Reserves – The portion of the General Fund balance set aside for contingencies.
Resolution – A special order of the City Council that requires less legal formality than an Ordinance.
Revenue – Funds received from various sources to finance expenditures.
S
Sewer Funds – Funds that account for revenues and expenditures related to the City’s sewer programs, including
maintenance and expansion of the City’s conveyance system and payment of Metro Sewer treatment costs.
Special Revenue Funds – Funds that are used to account for proceeds derived from specific revenues sources, which
are legally restricted to expenditures for special purposes. (e.g. Transportation Funds, Parking Funds, Public Safety
Funds)
340
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Spending Plan – A preliminary budget approved by Council contingent upon subsequent adoption of appropriations.
Supplies and Services Expenditures – Expenditures for supplies required for the daily operation of the City and for
contractual and professional services.
T
Transfers Out Expenditures – Expenditures in this category are the authorized exchanges of cash, positions, or other
resources between organizational units.
U
Utilities Expenditures – Expenses related to the consumption of services including electricity, natural gas, water, and
telephone services.
Y
Yield – The rate of return earned on an investment based on the price paid.
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May 11, 2021 File ID: 21-0020
TITLE
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROPRIATING $600,000 FROM THE
MEASURE P SPENDING PLAN TO CIP GGV0247 FOR DESIGN AND PRE-CONSTRUCTION SERVICES FOR
SEGMENT 3 OF THE LOMA VERDE RECREATION CENTER PROJECT (4/5 VOTE REQUIRED)
RECOMMENDED ACTION
Council adopt the resolution.
SUMMARY
On April 7, 2020, the City Council adopted Resolution No. 2020-075 approving an agreement with EC
Constructors, Inc. for design and pre-construction services for portions of the Loma Verde Recreation Center
(the “Center”) located at 1420 Loma Lane, Chula Vista. The Design-Build team has now completed the
proposed design and pre-construction services for segments 1 and 2 of the project. This action requests an
amendment to the FY 2020/2021 CIP program budget to appropriate $600,000 for the design and pre-
construction services for segment 3 of the project.
ENVIRONMENTAL REVIEW
The Director of Development Services has reviewed the proposed Project for compliance with the California
Environmental Quality Act (CEQA) and has determined that the Project qualifies for a Categorical Exemption
pursuant to State CEQA Guidelines Section 15301 Class 1 (Existing Facilities), Section 15302 Class 2
(Replacement or Reconstruction), Section 15303 class 3 (New Construction or Conversion of Small
Structures), and Section 15304 Class 4 (Minor Alterations to Land) because the proposed actions would not
result in a significant effect on the environment, create a cumulative impact, damage a scenic highway, or
cause a substantial adverse change in the significance of a historical resource. Thus, no further environmental
review is required.
BOARD/COMMISSION/COMMITTEE RECOMMENDATION
Park and Recreation Commission
The Parks and Recreation Commission reviewed the project during their meeting held on January 21, 2021
and voted unanimously to approve the design for segments 1 and 2 of the Center. During the meeting, there
were some items of discussion that the Commissioners would like the team to consider during the
construction documents phase, including, but not limited to, lockable cubbies, solid doors in changing rooms
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and showers in lieu of curtains, fixtures in accordance with water saving regulations, and noise mitigation
between dance rooms if possible.
Measure P Citizens’ Oversight Committee (COC)
On April 22, 2021, the COC recommended approval of the Measure P spending plan for fiscal year 2021/22
through fiscal year 2026/27 by a vote of 13-1 including appropriating funds to construct segments 1 and 2
of the Center and to complete the design and preparation of construction documents for the Center’s segment
3. Project funding recommended to date by the COC totals $16.22 million.
DISCUSSION
Background Information
The Center is located at 1420 Loma Lane, Chula Vista and is among the busiest recreation centers in the
southwestern area of the City and is in great need of replacement (Attachment 1, pages 2 through 4).
The Center is within the Loma Verde Park, a 6.28-acre neighborhood park built in 1974-75 which has a
playground, associated parking, and open space areas. The Center currently has a large main hall with a
kitchen for community events, and offers recreation classes, supervised activities for children, and a variety
of amenities. In addition, it has an outdoor heated pool, 50 meters by 25 yards, with an accessible ramp
offering a wide variety of programs for youth, adults, and senior citizens. This past year, the services
provided at the Center were modified due to the COVID-19 pandemic.
Over the last 40 plus years, the Center has been remodeled and repaired as needed to suit individual needs
but with a lack of comprehensive vision. As needs arose and repairs and maintenance were scheduled, it
became clear that repair and maintenance might not be enough to fix the increasing number of problems in
the building. The Center went through renovations in 2000 to improve accessibility for persons with
disabilities, and in 2002 to renovate the pool; however, sections of the Center have fallen into disrepair due
to limited maintenance funding.
Due to its failing infrastructure, including a leaky roof, broken floor tiles, outdated bathroom fixtures , and
more, the City pursued opportunities to obtain funding for the design and construction of the Center.
Measure P Funding for Planning Effort
On November 8, 2016, Chula Vista voters approved Measure P authorizing a temporary ½ cent sales tax
increase on retail sales within the City for a period of ten (10) years to address failing high priority
infrastructure projects.
On April 25, 2019, the Measure P Citizens’ Oversight Committee (COC) recommended approval of the
Measure P spending plan allocating funds to design the Center’s Segment 1. On June 4, 2019, City Council
approved the Infrastructure, Facilities and Equipment Expenditure Plan allocating funds to improve public
facilities, including Recreation Centers.
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Subsequently, on October 22, 2020, staff presented information to the COC about the progress made to date
on the design of the Center, and the need to design the Center’s Segment 2 concurrently with Segment 1. The
COC recommended approval of additional funds to design Segment 2, and on December 3, 2020 the
additional funding was approved by the City Council.
On April 22, 2021, the COC recommended approval of the Measure P spending plan for FY21/22 through
FY 26/27 by a vote of 13-1 including appropriating funds to construct segments 1 and 2 of the Center and to
complete the design and preparation of construction documents for the Center’s segment 3. Project funding
recommended to date by the COC totals $16.22 million.
Program Concept
In order to create a list of priorities and desires for the Center, City staff collaborated with Davy Architecture
to engage the community and to develop a Program level Concept for the Center (Attachment 1, page 9).
The City employed the following methodologies to engage residents in identifying, prioritizing, and selecting
recreational features for the Center:
Public meetings at various community events and discussion groups employing preference exercises
that allowed residents to prioritize amenities out of a total of thirteen amenity choices. Attendees
worked in groups to design and provide input for the facility. In addition, a tour of the existing facility
was offered (Attachment 1, pages 6 and 7).
Online Survey - An online survey was made available in both English and Spanish via the City’s
website and posted on social media. It was also emailed to all persons subscribed to receive City
notices and newsletters. The purpose of the survey was to determine preferences for programming
areas, relative importance of various amenities, and to gauge interest in different types of
programming for all age groups (Attachment 1, page 8).
Design Development
In order to develop the Program level Concept into a design, the City issued a Request for Proposals (RFP) to
a list of prequalified Design-Build firms pursuant to Chapter 2.57 of the City's Municipal Code for the design
of the Center. On April 7, 2020, the City Council approved Resolution No. 2020-075 to enter into an
agreement with EC Constructors, Inc. for the design and pre-construction services for portions of the Center.
EC Constructors’ team, including Jeff Katz Architecture, has significant experience working on construction
projects within the City of Chula Vista, including the City’s Design-Build Fire Stations 5 & 9 and award-
winning Millenia Fire Station. Jeff Katz has worked on various City recreation centers including the Salt Creek
Community Center in Eastlake.
City staff and the design team held two virtual public workshops on July 27, 2020, and November 30, 2020,
to share the schematic concepts and obtain input from the participants. Invitations were mailed to residents
and owners within a 500’ radius of the site, and it was advertised in the Star News and the City’s website. A
total of 36 community members joined the virtual meetings (30 English/ 6 Spanish) and submitted questions
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through the chat icon which were answered during the presentations. The presentations were given in
English, and simultaneously translated to Spanish for those members that joined the presentations through
the Spanish link.
Input from the community during the virtual public meetings helped refine the schematic concepts and
develop the Center’s design (Attachment 1, page 13).
Segments 1 and 2
The project includes the demolition and re-construction of approximately 20,000 square feet of the Center
and will feature a new multi-purpose gymnasium, dance rooms, crafts room, fitness room, game room, hard
courts, restrooms, changing rooms, staff offices, lifeguard staff room, and break room (Attachment 1, pages
14 through 29).
The contemporary design of the Center enhances the user experience with a well-defined and welcoming
entry canopy and signage, improved accessibility, and state-of-the art recreation amenities. A visually
enhanced single point of entry will provide access to the recreation center functions, as well as controlled
access to the existing pool deck and aquatic spaces. Recreation Staff worked closely with the team to design
a single point of entry for operational efficiency. The improved functional layout of the building includes
flexible spaces to accommodate and expand a variety of community programs, both existing and new
(Attachment 1, page 18, 30 and 31)
Durable, low-maintenance materials such as concrete, masonry, porcelain tile, and luxury vinyl planks were
chosen for their aesthetics, as well as their ability to withstand the wear and tear typically experienced in
recreation facilities. The complementary color palette of teal and copper tones provides a bright and inviting
backdrop for this lively new community center (Attachment 2).
Design of Segment 3
A high-level masterplan study of the Center’s segment 3, which includes a portion of the aquatic area, pool
and deck, was created to analyze the relationship between the various areas of the Center (Attachment 1,
page 32). Complete design and construction documents for this portion of the Center were not included with
the originally contracted scope of the project; however, in response to the great need to rebuild a complete
Center and provide the community with improved services, Staff recommends continuing to refine the high-
level masterplan concept to create a complete design and construction documents for the remaining portion
of the Center.
The additional work proposed under segment 3 includes replacing the balance of the existing building to
create space for new pool mechanical equipment, wet and dry storage, and a classroom space. Additionally,
the existing pool shell would be utilized and expanded to create two bodies of water – a zero depth entry
therapy/teaching pool and a separate 50-meter competition pool as well as associated deck replacement,
and new aquatics equipment. There is still significant programming and schematic design work to be done
on this portion of the project. Staff has received a fixed fee for these additional services which constitutes
full and complete compensation for providing design and pre-construction services of segment 3. The
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proposed appropriation in this action is sufficient to cover the proposed fixed fee. If the appropriation is
approved by Council, staff will proceed to execute an amendment to the contract for these services.
DECISION-MAKER CONFLICT
Staff has reviewed the property holdings of the City Council members and has found no property holdings
within 1,000 feet of the boundaries of the property which is the subject of this action. Consequently, this item
does not present a disqualifying real property-related financial conflict of interest under California Code of
Regulations Title 2, section 18702.2(a)(7) or (8), for purposes of the Political Reform Act (Cal. Gov’t Code
§87100, et seq.).
Staff is not independently aware and has not been informed by any City Council member, of any other fact
that may constitute a basis for a decision-maker conflict of interest in this matter.
CURRENT-YEAR FISCAL IMPACT
Measure P funding for the design and pre-construction services of the Center’s segments 1 and 2 is budgeted
in CIP GGV0247.
Additional Measure P funding is being requested with this item for design and pre-construction services of
the Center’s segment 3. Approval of the resolution will appropriate of $600,000 in Measure P funds to CIP
GGV0247 in the current fiscal year.
ONGOING FISCAL IMPACT
The construction cost for segments 1 and 2 is roughly estimated to total $15 million. Full funding for
construction of segments 1 and 2 has been recommended by the Measure P COC and will be brought forward
to the City Council for consideration in conjunction with the fiscal year 2021-22 regular budget process.
The construction of segment 3 is currently estimated to total between $8 - $10 million. EC Constructors will
continue to refine the construction cost estimate during the project’s design process. The City is actively
pursuing funding for the construction of the final segment of the Project and appropriation of funds will be
presented for Council consideration in the future.
Upon the construction of the project, routine maintenance of the building will be required.
ATTACHMENTS
1. Loma Verde Recreation Center, Segments 1 and 2
2. Materials board
Staff Contact: Patricia Ferman, Principal Landscape Architect, Development Services Department
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNC IL OF THE CITY OF
CHULA VISTA APPROPRIATING $600,000 FROM THE
MEASURE P SPENDING PLAN TO CIP GGV0247 FOR
DESIGN AND PRE-CONSTRUCTION SERVICES FOR
SEGMENT 3 OF THE LOMA VERDE RECREATION CENTER
PROJECT
WHEREAS, on November 8, 2016, Chula Vista voters approved Measure P authorizing a
temporary ½ cent sales tax increase on retail sales within the City for a period of ten (10) years to
address failing high priority infrastructure projects; and
WHEREAS, the Loma Verde Recreation Center (“Center”), located at 1420 Loma Lane,
is among the busiest centers in the southwestern area of the City and needs replacement; and
WHEREAS, on April 25, 2019, Staff presented information about the current condition
of the Center to the Measure P Citizens’ Oversight Committee (COC) and the COC reviewed
and recommended approval of the Measure P spending plan; and
WHEREAS, on June 4, 2019, Council approved the Infrastructure, Facilities and
Equipment Expenditure Plan allocating funds to improve public facilities, including Recreation
Centers; and
WHEREAS, on January 13, 2020, the City issued a Request for Proposals (RFP) to a list
of prequalified Design-Build firms pursuant to Chapter 2.57 of the City's Municipal Code; and
WHEREAS, on April 7, 2020, the City Council approved Resolution No. 2020-075 to
enter into an agreement with EC Constructors, Inc. for the design and pre-construction services
for a portion of the Center; and
WHEREAS, on October 22, 2020, staff presented information about the progress made to
date on the design of the Center, and the need to design the Center’s segment 2 concurrently with
segment 1; and
WHEREAS, the COC recommended approval of additional funds to design segment 2,
and on December 3, 2020 the additional funding was approved by the City Council, increasing
the total project budget to $1.22 million; and
WHEREAS, a high-level masterplan study of the Center’s segment 3 including the
aquatic area, pool and deck, was created to analyze the relationship between uses; and
WHEREAS, the City wishes to refine the high-level study of segment 3 and develop a
final design and construction documents; and
2021-05-11 Agenda Packet Page 567 of 618
Resolution No.
Page 2
WHEREAS, On April 22, 2021, the COC recommended approval of the Measure P
spending plan for FY21/22 through FY 26/27, including appropriating funds to construct
segments 1 and 2 of the Center and to complete the design and preparation of construction
documents for segment 3; and
WHEREAS, adoption of this resolution will appropriate $600,000 from the Measure P
Fund to CIP No. GGV0247 for the Center’s to provide funding for a contract amendment for
design and pre-construction services for segment 3 of the project.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Chula Vista
that it appropriates $600,000 from the Measure P Spending Plan to CIP GGV0247 for design and
pre-construction services for segment 3 of the Loma Verde Recreation Center project, authorizes
City staff to prepare an amendment to the project contract for these services, in a form approved
by the City Attorney, a copy of which shall be kept on file in the Office of the City Clerk, and
authorizes and directs the City Manager or designee to execute the same.
Presented by
Tiffany Allen
Director of Development Services
Approved as to form by
Glen R. Googins
City Attorney
2021-05-11 Agenda Packet Page 568 of 618
LOMA VERDE RECREATION CENTER
1420 Loma Lane
Patricia Fermán, Principal Landscape Architect, pferman@chulavistaca.gov
2021-05-11 Agenda Packet Page 569 of 618
Hilltop Drive
Rienstra
Sports Complex
LOMA VERDE RECREATION CENTER
Project Location: 1420 Loma Lane
Loma Verde
Elementary
School
Loma LanePage 2
2021-05-11 Agenda Packet Page 570 of 618
Existing
Conditions
Page 3
2021-05-11 Agenda Packet Page 571 of 618
Existing Conditions
Page 4
2021-05-11 Agenda Packet Page 572 of 618
FUNDING
The City is actively pursuing
funding for the construction
of the Project and appropriation
of funds will be presented for
Council consideration in the
future.
The planning and
design for this
project is funded by
Measure P.
Page 5
2021-05-11 Agenda Packet Page 573 of 618
LOMA VERDE RECREATION CENTER
2019 – PUBLIC OUTREACH
Page 6
2021-05-11 Agenda Packet Page 574 of 618
LOMA VERDE RECREATION CENTER
2019 – PUBLIC OUTREACH
Cafecitos
Page 7
2021-05-11 Agenda Packet Page 575 of 618
LOMA VERDE RECREATION CENTER
2019 – PUBLIC OUTREACH
Page 8
2021-05-11 Agenda Packet Page 576 of 618
The 2019 community’s input resulted in a Program Concept
Page 9
2021-05-11 Agenda Packet Page 577 of 618
Subsequently, the City
issued a Request for
Proposals (RFP) to a list
of prequalified Design-
Build firms.
After evaluation, the
contract to design the
Center was awarded to
EC Constructors Inc.
and Jeff Katz
Architecture
Page 10
2021-05-11 Agenda Packet Page 578 of 618
LOMA VERDE RECREATION CENTER
2020 – PUBLIC OUTREACH
July 27 and November 30, 2020
Virtual meetings
A total of 36 community members joined the virtual meetings
(30 English/ 6 Spanish)
18 questions were submitted through the chat icon and
answered during the presentation.
The presentations were given in English, and simultaneously
translated to Spanish for those members that joined the
presentation through the Spanish link.
Page 11
2021-05-11 Agenda Packet Page 579 of 618
Existing Floor Plan
NORTH
Page 12
2021-05-11 Agenda Packet Page 580 of 618
LOMA VERDE RECREATION CENTER
MASTERPLAN SITE PLAN
SEGMENTS
1 AND 2
SEGMENT 3
Page 13
2021-05-11 Agenda Packet Page 581 of 618
LOMA VERDE RECREATION CENTER
FLOOR PLAN – Segments 1 and 2
Page 14
2021-05-11 Agenda Packet Page 582 of 618
LOMA VERDE RECREATION CENTER
ENTRY
Page 15
2021-05-11 Agenda Packet Page 583 of 618
LOMA VERDE RECREATION CENTER
MULTI-PURPOSE ROOM
Page 16
2021-05-11 Agenda Packet Page 584 of 618
LOMA VERDE RECREATION CENTER
BREAK ROOM, CHANGING ROOMS, AND CUBBIES
Page 17
2021-05-11 Agenda Packet Page 585 of 618
LOMA VERDE RECREATION CENTER
SINGLE POINT OF ENTRY
Page 18
2021-05-11 Agenda Packet Page 586 of 618
LOMA VERDE RECREATION CENTER
LOBBY
Page 19
2021-05-11 Agenda Packet Page 587 of 618
LOMA VERDE RECREATION CENTER
LOBBY AND GAME ROOM
Page 20
2021-05-11 Agenda Packet Page 588 of 618
LOMA VERDE RECREATION CENTER
DANCE ROOM WITH FOLDING WALL
Page 21
2021-05-11 Agenda Packet Page 589 of 618
LOMA VERDE RECREATION CENTER
DANCE ROOMS A, B AND CRAFTS ROOM
Page 22
2021-05-11 Agenda Packet Page 590 of 618
LOMA VERDE RECREATION CENTER
CRAFTS ROOM
Page 23
2021-05-11 Agenda Packet Page 591 of 618
LOMA VERDE RECREATION CENTER
MULTI-PURPOSE ROOM
Page 24
2021-05-11 Agenda Packet Page 592 of 618
LOMA VERDE RECREATION CENTER
FITNESS ROOM
Page 25
2021-05-11 Agenda Packet Page 593 of 618
LOMA VERDE RECREATION CENTER
OFFICE WITH ACCESS TO POOL DECK
Page 26
2021-05-11 Agenda Packet Page 594 of 618
LOMA VERDE RECREATION CENTER
POOL DECK
Page 27
2021-05-11 Agenda Packet Page 595 of 618
LOMA VERDE RECREATION CENTER
POOL DECK AND OUTDOOR CUBBIES
Page 28
2021-05-11 Agenda Packet Page 596 of 618
LOMA VERDE RECREATION CENTER
RESTROOMS
Page 29
2021-05-11 Agenda Packet Page 597 of 618
LOMA VERDE RECREATION CENTER
Elevation – Segments 1 and 2
Looking north-east from the parking lot
Page 30
2021-05-11 Agenda Packet Page 598 of 618
LOMA VERDE RECREATION CENTER
Elevation – Segments 1 and 2
Looking north-west from Loma Lane
Page 31
2021-05-11 Agenda Packet Page 599 of 618
LOMA VERDE RECREATION CENTER
HIGH-LEVEL MASTERPLAN – SEGMENT 3
This image represents a
high-level concept
which requires further
design development
Page 32
Additional work includes
a zero-depth entry
therapy/teaching pool
and a separate 50m
competition pool.
2021-05-11 Agenda Packet Page 600 of 618
Next Steps
Project schedule subject to change:
•Preparation of Construction Documents for segments 1 and 2 –
through June ’21
•If approved, develop the design and construction documents of
segment 3
•Pursue funding for construction
Page 33
2021-05-11 Agenda Packet Page 601 of 618
Patricia Fermán, Principal Landscape Architect,
pferman@chulavistaca.gov
LOMA VERDE RECREATION CENTER
Segments 1 and 2
2021-05-11 Agenda Packet Page 602 of 618
CMU WALL BLEND 1: Natural, Castle Gray, Charcoal
RENDERING: Entry View 1
MTL-1: Metal Panel & Awning Color: RAL 6033 CNC-1:Cast-In-Place Concrete
CT-1: Fin Accent Tile & Outdoor Shower Tile
LOMA VERDE RECREATION CENTER
exterior finishes
FF-1: Building Signage Color MTL-2: Storefront: RAL 7012
CMU WALL 2: Natural
RENDERING: Entry View 2
2021-05-11 Agenda Packet Page 603 of 618
LOMA VERDE RECREATION CENTER
interior finishes
RM-1 (Fitness Room Flooring & Base)
Triumph -
KJI Marino
PL-1 (Plastic Laminate)
SSU-1 (Aquatics Changing Rooms & Break Room Countertops)
PC-1 & RB-1 (Recreation Center Polished Concrete Flooring)
WD-1 (Multi-Purpose Room Flooring)LVT-1 & RB-2 (Aquatic Office 103, Office 105, Dance Rooms, Crafts Room and Storage 117, 120 &135)
PT-1Field Paint
PT-2RecreationAccent Paint
MAT-1 (Multi-Purpose Room Wall Pad)
CT-2 (Restroom, Changing Room & Breakroom Floor Tile)
SSU-3 (Restroom Wainscot & Base)
PT-3AquaticAccent Paint
PT-4RecreationHM Doors & Frames Paint
PT-5Aquatics & Exterior HM Doors & Frames Paint
PT-6Ceiling Paint
Miracle -
Calm Oak
WD-2 (Wood Door Color)
HPL-1 (Cubbies/Lockers)
PTC-1 (Restroom Partitions)
SSU-2 (Crafts Room & Recreation Restrooms Countertops)
PL-2 (Plastic Laminate)
CT-3 (Restroom & Changing Wall Tile)CT-4 (Restroom & Changing Wall Tile)
2021-05-11 Agenda Packet Page 604 of 618
2021-05-11 Agenda Packet Page 605 of 618
JuliaSanchez
From:Webmaster
Sent:Tuesday, April13, 20216:34PM
To:CityClerk; AdriannaHernandez; ClaudiaBravo
Subject:CityofChulaVista: Citizens' Oversight CommitteeApplication - Webform
Warning:
External Anewentrytoaform/surveyhasbeensubmitted. Email
FormName: MeasureACitizens' OversightCommittee Application
Date & Time: 04/13/20216:33PM
Response #: 47
SubmitterID: 93400
IPaddress: 2600:1700:e9a0:eda0:acb3:f5e4:e1e1:d677
Timetocomplete: 25min. , 19sec.
SurveyDetails
Page1
Applicationformembership ontheMeasure ACitizens' OversightCommittee
1. Prefix
Mr.
2. FirstandLastName
RobertCromer
3. E-mail
CromerHomes@gmail.com
4. HomeAddress
2137Chateau Court
5. City
ChulaVista
6. ZIPcode
91913
7. PrimaryPhone
619) 851-0608
1
2021-05-11 Agenda Packet Page 606 of 618
8. Secondary Phone
Notanswered
9. AreyouregisteredtovoteinChulaVista?
Yes
10. DoyoulivewithintheCitylimitsofChulaVista?
Yes
11. HowLong?
10
12. Presentemployer
SelfEmployed - RealtorwithCompass
13. Occupation
Realtor
14. AreyoucurrentlyservingonaChulaVistaBoard/Commission?
Yes
15. Whichone(s)?
BODforChulaVistaChamberofCommerce
16. Haveyoupreviously servedonaChulaVistaBoard/Commission?
No
17. Whichones?
Notanswered
18. Areyouorhaveyoubeeninvolvedinanylocal, civicorcommunitygroups?
Yes
19. Whichones?
BODforSouthwest AssociationofRealtors, 10yearonBODforHomeAidSD
20. CertainseatsontheCitizens' OversightCommitteerequirenominationbyspecificNominatingAuthorities. Ifyouare
applyingforoneoftheseseats, pleaseselectyourNominatingAuthoritybelow; otherwise, select "none":
ChulaVistaChamberofCommerce
21. WhatareyourprincipalareasofinterestinourCitygovernment, andwhatexperience orspecialknowledgecanyou
bringtothoseareas? (250wordsorless)
IhaveBAinPublicAdministrationfromSanDiegoStateandaMastersinLeadershipfromtheUniversity ofSanDiego. Ihave
alwayshadaninterestingovernmentandhavemadeseveraltripsSacramento tomeetwithSenatorsandCongressmen. I
haveranbusinessesinthepastandcurrentlyrunourownrealestateteam. IwasthePresidentofthePacificSouthwest
AssociationofRealtorslastyearandcurrentlysitontheBoardofDirectorsandExec., astheImmediatePastPresident. Iam
verycollaborativeandalwayslookingforwin-winsolutionsand/orcompromises.
22. WhatwouldyouhopetoaccomplishintheroleofaMemberoftheCitizens' OversightCommittee? (250wordsorless)
2
2021-05-11 Agenda Packet Page 607 of 618
Ihaveinterestinprotectinghomeowners andbusinesses, aswellasgovernmentagencies. IamaRealtorthatgives backa
portion ofmycommission, toourlocalheroesthroughtheHomesforHeroesprogram (LawEnforcement, FirstResponders,
HealthcareWorkers, EducatorsandMilitary). Myfather-in-lawisaretiredChulaVistaPDandmybestfriend 'ssonisChula
VistaFirefighter. Ifeelthatmebeinganadvocateforallthesegroupsallowsmetobeabalancedrepresentative thatis
lookingoutforthebestinterestofallstakeholders.
23. Iunderstand thattobeconsidered, Imustsubmitaresumealongwiththisapplication.
RobertCromer - OldResume.pdf
24.
IamfamiliarwiththeresponsibilitiesoftheCitizens' OversightCommittee. Ideclareunderpenaltyofperjuryunderthe
lawsoftheStateofCaliforniathattheinformationIhaveprovidedisaccurateandtrue.
Thankyou,
CityofChulaVista
Thisisanautomatedmessagegenerated bytheVisionContentManagement System™. Pleasedonotreplydirectlytothisemail.
3
2021-05-11 Agenda Packet Page 608 of 618
2021-05-11 Agenda Packet Page 609 of 618
From: webmaster@chulavistaca.gov <webmaster@chulavistaca.gov>
Sent: Friday, April 16, 2021 4:39 PM
To: CityClerk <CityClerk@chulavistaca.gov>; Adrianna Hernandez <adhernandez@chulavistaca.gov>;
Claudia Bravo <CBravo@chulavistapd.org>
Subject: City of Chula Vista: Citizens' Oversight Committee Application - Web form
A new entry to a form/survey has been submitted.
Form Name: Measure A Citizens' Oversight Committee Application
Date & Time: 04/16/2021 4:39 PM
Response #: 48
Submitter ID: 93526
IP address: 209.242.148.130
Time to complete: 24 min. , 35 sec.
Survey Details
Page 1
Application for membership on the Measure A Citizens' Oversight Committee
1. Prefix
Mr.
2. First and Last Name
Francisco X. Rivera
3. E-mail
frivera@chulavistaca.gov
4. Home Address
1388 S. Creekside Drive
5. City
Chula Vista
6. ZIP code
91915-1572
Warning:
External
Email
2021-05-11 Agenda Packet Page 610 of 618
7. Primary Phone
619) 726-5039
8. Secondary Phone
619) 691-5045
9. Are you registered to vote in Chula Vista?
Yes
10. Do you live within the City limits of Chula Vista?
Yes
11. How Long?
40 years
12. Present employer
City of Chula Vista Engineering Dept.
13. Occupation
Civil Engineer
14. Are you currently serving on a Chula Vista Board/Commission?
No
15. Which one(s)?
Not answered
16. Have you previously served on a Chula Vista Board/Commission?
No
17. Which ones?
Not answered
18. Are you or have you been involved in any local, civic or community groups?
Yes
19. Which ones?
Eastlake III HOA
20. Certain seats on the Citizens' Oversight Committee require nomination by specific Nominating Authorities.
If you are applying for one of these seats, please select your Nominating Authority below; otherwise, select
none":
Chula Vista Middle Management/Professional Employee Group
21. What are your principal areas of interest in our City government, and what experience or special
2021-05-11 Agenda Packet Page 611 of 618
knowledge can you bring to those areas? (250 words or less)
My principal areas of interest with the Measure A Committee is to ensure that the revenue is appropriately
budgeted to the highest priority needs with due consideration from other members of the committee. Public
safety is very important to the community and quality service reflects directly on the local agency's image of
whether they are doing a good job or not. Improving Priority One calls for service response times is most
important and I hope to be able to make a difference in the Measure A Committee funded strategies. My
background as an employee for the City of Chula Vista since 1984 has seen the tremendous growth of our
city through fiscally tight budgets and budgets that were easily balanced. With so many competing needs for
the General Fund, Meaure A helps stabilize the revenue needs to keep a fire department and a police
department equipped and staffed at the most apporpriate levels we need.
With my background as a licensed civil engineer and as a licensed traffic engineer in California, and
involvement in the budgeting, funding and construction of capital infrastructure for Chula Vista, I can
definitely add insight and historical knowldege and context to help the committee make recommendations
for programming the Measure A revenue.
22. What would you hope to accomplish in the role of a Member of the Citizens' Oversight Committee? (250
words or less)
I hope to accomplish a demonstrated positive contribution towards the improvement of the service levels
provided by the fire department and police department to the public. It is rare that a committee such as this
one exists at a local level to make effective contributions towards helping public safety improve their service
with a dedicated funding source. As a local resident for 40 years, Chula Vista has changed quite a bit from
when I first visited here as a child over 50-years ago, but one constant has always been public safety
responding to calls for service. Since inception of the Growth Management Oversight Commission, I have
been a staff member contributing to the annual report on drainage, traffic and wastewater. I am aware of
the challenges public safety has experienced as the city grew geographically in size andd demands for service
calls increased. The Measure A Commitee is where my knwledge will help make a positive change for
betterment that will be reflected in the best service public safety can provide to the public. I hope to learn
more about public safety and be in a position to make effective positive change that only helps the citizens
of Chula Vista.
23. I understand that to be considered, I must submit a resume along with this application.
FXR Resume April 2021.pdf
24.
I am familiar with the responsibilities of the Citizens' Oversight Committee. I declare under penalty of
perjury under the laws of the State of California that the information I have provided is accurate and true.
Thank you,
City of Chula Vista
This is an automated message generated by Granicus. Please do not reply directly to this email.
2021-05-11 Agenda Packet Page 612 of 618
Francisco X. Rivera P.E., T.E.
1388 South Creekside Drive, Chula Vista, CA 91915
Home (619) 271-3387
Work (619) 691-5045
Cellular (619) 726-5039
frivera@chulavistaca.gov
Objective
Education
Member of the Measure A Committee
Bachelor of Science Civil Engineering
United States International University, San Diego, CA. 1988
Relevant Skills Assessment Districts Consultant Contract Mgmt. Impact Fee Program Mgmt.
Bilingual - Spanish Develop CIP Program Land Development
Computer Skills Floodplain Management Master Plan Updates
Relevant
Experience
City of Chula Vista Public Works/Engineering Department 1984 - Present
Principal Civil Engineer (2005 to Present)/ Deputy City Engineer (2004)/ Deputy
Director of Engineering (2003)
Managed Traffic Engineering, Transportation Planning and Signal Systems Timing.
Managed Advance Planning/Capital Improvement Program/Floodplain Program,
Open Space, Real Property, Storm Water and Wastewater Engineering.
Developed budget and grant applications for State & Federal funds.
Project Manager on several high-profile regional transportation improvement
projects for Blue Line Rail Corridor, Interstate-5 Corridor Studies, Interstate-805
interchange improvements & Chula Vista engineer on State Route-125 project.
Developed & Administered Transporation Impact Fee Programs for Chula Vista.
Has worked/supervised all sections of engineering & public works such as
Advance Planning, Assessment Districts, Capital Improvement Design, Land
Development, Land Surveying, Open Space, Pavement Program, Permits
Engineering, Traffic Engineering, Transportation Planning & Wastewater.
Have made numerous technical presentations to City Council, Growth
Management Oversight Commission, Planning Commission, Caltrans, SANDAG,
Safety Commission & community groups.
Eastlake III Homeowners Association Vice-President
Chula Vista Mid-Managers/Professional Association (MM/PROF) Vice-President
SEIU Local 221 Executive Board Cities Representative
California Professional License Civil Engineering # C-054540
California Professional License Traffic # TR-1583
2021-05-11 Agenda Packet Page 613 of 618
Office of Councilmember Stephen C. Padilla
District 3
MEMO
April 30, 2021
TO:Kerry Bigelow, City Clerk
CC:Sheree Kansas, Deputy City Clerk II
VIA:Tony Cruz, Senior Council Aide
FROM:Councilmember Steve Padilla
RE:Boards and Commissions Appointments
Councilmember Padilla would like to recommend Paul Becotte for appointment to the Measure
A Citizens’ Oversight Committee. Mr. Becotte will replace Heather Rubio.
Please place this item on the May 11, 2021 Council agenda for ratification and schedule the oaths
of office for the following Council meeting.
Thank you.
2021-05-11 Agenda Packet Page 614 of 618
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