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HomeMy WebLinkAboutPost-Meeting Agenda Package - Palm Desert City Council - Regular Meeting_Jan22_2026 PALM DESERT CITY COUNCIL REGULAR MEETING POST-MEETING AGENDA Thursday, January 22, 2026 Regular Session 4:00 p.m. Council Chamber, City Hall 73-510 Fred Waring Drive Palm Desert, California This is a joint meeting of the Palm Desert City Council, Successor Agency to the Palm Desert Redevelopment Agency, Palm Desert Housing Authority and the Palm Desert Board of Library Trustees. Pursuant to Senate Bill 707, this meeting may be conducted as a hybrid meeting allowing public access via teleconference or in person, and up to two Councilmembers may attend remotely. WATCH THE MEETING LIVE: Watch the City Council meeting live at the City’s website: www.palmdesert.gov under the “Meeting Agendas” link at the top of the homepage, or on the City's YouTube Channel. OPTIONS FOR PARTICIPATING IN THIS MEETING: OPTION 1: IN PERSON Attend in person in the Council Chamber located at 73510 Fred Waring Drive Palm Desert, California 92260 OPTION 2: VIA EMAIL Send your comments by email to: CityClerk@palmdesert.gov. Emails received prior to 10:00 a.m. on the day of the City Council meeting will be made part of the record and distributed to the City Council. Emails will not be read aloud at the meeting. OPTION 3: LIVE VIA ZOOM Access via palmdesert.gov/zoom or zoom.us, click “Join Meeting” and enter Webinar ID 833 6744 9572. OPTION 4: LIVE VIA TELEPHONE (213) 338-8477 and enter Meeting ID 833 6744 9572 followed by #.1. Indicate that you are a participant by pressing # to continue.2. During the meeting, press *9 to add yourself to the queue and wait for the City Clerk to announce your name/phone number. Press *6 to unmute your line and limit your comments to three minutes. 3. Pages 1.CALL TO ORDER - REGULAR MEETING - 4:00 P.M. 2.ROLL CALL 3.PLEDGE OF ALLEGIANCE Mayor Trubee. 4.INSPIRATION Councilmember Quintanilla. 5.AWARDS, PRESENTATIONS, AND APPOINTMENTS 5.a GOVERNMENT FINANCE OFFICERS ASSOCIATION (GFOA) DISTINCTION AWARD FOR FISCAL YEAR 2025-26 9 6.CITY MANAGER COMMENTS 6.a SHERIFF DEPARTMENT UPDATE 6.b PUBLIC WORKS PROJECT HIGHLIGHTS 15 7.MAYOR/COUNCILMEMBER REPORTS AND REQUESTS FOR ACTION 8.NONAGENDA PUBLIC COMMENTS 25 This time has been set aside for the public to address the City Council on issues that are not on the agenda for up to three minutes. Speakers may utilize one of the three options listed on the first page of the agenda. Because the Brown Act does not allow the City Council to act on items not listed on the agenda, members may briefly respond or refer the matter to staff for a report and recommendation at a future meeting. 9.CONSENT CALENDAR All matters listed on the Consent Calendar are considered routine and may be approved by one motion. The public may comment on any items on the Consent Agenda within the three-minute time limit. Individual items may be removed by the City Council for a separate discussion. RECOMMENDATION: To approve the consent calendar as presented. 9.a APPROVAL OF CITY COUNCIL, SUCCESSOR AGENCY, AND HOUSING AUTHORITY MINUTES 27 RECOMMENDATION: Approve the Study Session and Regular Meeting Minutes of January 8, 2026. 9.b APPROVAL OF WARRANT REGISTERS 39 RECOMMENDATION: Approve the warrant registers issued for the period December 4, 2025, to January 8, 2026. Palm Desert City Council Meeting Agenda October 23, 2025 2 9.c DECEMBER 2025 PROCUREMENT REPORT 93 RECOMMENDATION: Receive and file the monthly Procurement Report for December 2025. 9.d RECEIVE AND FILE APPLICATIONS FOR ALCOHOLIC BEVERAGE LICENSES 105 RECOMMENDATION: Receive and file applications for Alcoholic Beverage Licenses for: One El Paseo Restaurant (Palm Desert Restaurant B LLC) at 74225 HWY 111 Ste. B, Palm Desert, CA 92260-4143 • Platinum Cowboy (A KRYTEN, INC) at 74040 HWY 111 STE G, Palm Desert, CA 92260-4134 • Mojave Resort (Mojave Hospitality Operations, LLC) at 73721 Shadow Mountain Drive, Palm Desert, CA 92260-4841 • 9.e AWARD CONTRACT TO VAN ENGINEERING, INC., FOR TAOS PALMS APARTMENTS SITE IMPROVEMENTS (PROJECT NO. CHA00004) 117 RECOMMENDATION: Award Construction Contract No. HA50390 to Van Engineering, Inc., of Wildomar, California, in the amount of $216,163, plus a $21,616 contingency for unforeseen expenses (Project No. CHA00004/Project ID 2025-IFB-212). 1. Authorize the Director of Finance to appropriate funds from Housing Authority Fund Balance Reserves to Housing Authority Replacement Expenditure Account No. 8714195-4331100, in the amount of $237,779. 2. Authorize the General Counsel to make non-monetary changes to the contract. 3. Authorize the Executive Director to execute the agreement and any written requests for change orders up to the contingency amount, amendments, and any documents necessary to effectuate the actions taken herewith. 4. Authorize the Executive Director to execute the Notice of Completion (NOC) and the City Clerk to file the NOC upon satisfactory completion of the Project. 5. Palm Desert City Council Meeting Agenda October 23, 2025 3 9.f APPROVE TEN-YEAR LOAN AGREEMENT WITH GOLDENVOICE FOR INSTALLATION OF ‘TAFFY’ ARTWORK BY STEPHANIE LIN AT CIVIC CENTER PARK 157 RECOMMENDATION: Approve a ten-year artwork Loan Agreement No. C50400 with Goldenvoice for the installation of Taffy by Stephanie Lin at Civic Center Park. 1. Approve expenditure in an amount not to exceed $180,070 payable to Goldenvoice for Artwork and installation costs. 2. Authorize the City Attorney to make non-monetary changes to the contract. 3. Authorize the City Manager to execute the agreement and any other documents necessary to complete the project. 4. 9.g RESOLUTION APPROVING FINAL TRACT MAP NO. 38640, LOCATED AT 73815 SHADOW MOUNTAIN DRIVE, WEST OF PORTOLA AVENUE 179 RECOMMENDATION: Adopt a resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING FINAL TRACT MAP NO. 38640, LOCATED AT 73815 SHADOW MOUNTAIN DRIVE, WEST OF PORTOLA AVENUE.” 9.h RECEIVE AND FILE THE INDEPENDENT ACCOUNTANTS’ REPORT ON AGREED-UPON PROCEDURES PERFORMED ON THE MEASURE A TRANSPORTATION FUND FOR THE FISCAL YEAR ENDED JUNE 30, 2025 189 RECOMMENDATION: Receive and file the Independent Accountants’ Report on Agreed-Upon Procedures Performed on the Measure A Transportation Fund for the fiscal year ended June 30, 2025. 9.i ALLOCATION OF FUNDS AND APPROVAL OF PURCHASE AND SALE AGREEMENT FOR THE ACQUISITION OF PROPERTY FOR DAVE ERWIN PARK ACCESS 201 RECOMMENDATION: Approve the allocation of $23,232 from the Capital Bond Funds Account No 4514618-5000913 for the acquisition of approximately 2,122 square feet of property, as provided in Attachment 2, for right- of-way purposes to provide access to the soon-to-be-built Dave Erwin Park. 1. Approve the Purchase and Sale Agreement with the property owner at the rate of $11.00 per square foot, based on a 2023 appraisal. 2. Authorize the City Attorney to make any necessary non-monetary changes to the agreement. 3. Authorize the City Manager to execute all necessary documents to complete the acquisition. 4. Palm Desert City Council Meeting Agenda October 23, 2025 4 10.ACTION CALENDAR The public may comment on individual Action Items within the three-minute time limit. Speakers may utilize one of the three options listed on the first page of the agenda. 10.a APPROVE WAYFINDING MASTER PLAN (PROJECT NO. MST00003)229 RECOMMENDATION: Approve the Citywide Wayfinding Master Plan and provide direction on the preferred naming convention for the Palm Desert Civic Center. 10.b RESOLUTIONS ADOPTING OPERATING BUDGET POLICY, CAPITAL PLANNING AND PRIORITIZATION POLICY, LONG-TERM FINANCIAL PLAN POLICY, AND RESERVE POLICY CHANGES 329 RECOMMENDATION: Adopt Resolution 2026-003 entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, RESCINDING RESOLUTION NO. 2018-73 AND ADOPTING A REVISED RESERVE POLICY.” 1. Adopt Resolution 2026-004 entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING AN OPERATING BUDGET POLICY.” 2. Adopt Resolution 2026-005 entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING A CAPITAL PLANNING AND PRIORITIZATION POLICY.” 3. Adopt Resolution 2026-006 entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING A LONG TERM FINANCIAL PLANNING POLICY.” 4. 11.PUBLIC HEARINGS The public may comment on individual public hearing items within the three- minute time limit. The applicant or appellant will be provided up to ten minutes to make their presentation. If other speakers provide comments, the applicant or appellant will be given an opportunity to offer rebuttal comments for up to three additional minutes. Speakers may utilize one of the three options listed on the first page of this agenda. Palm Desert City Council Meeting Agenda October 23, 2025 5 11.a APPROVE OUTSIDE AGENCY FUNDING COMMITTEE RECOMMENDATIONS FOR THE PROGRAM YEAR 2026-27 COMMUNITY DEVELOPMENT BLOCK GRANT ANNUAL ACTION PLAN AND REALLOCATE COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS FOR PROGRAM YEARS 2023 AND 2024 447 RECOMMENDATION: Conduct a public hearing and accept public comment to consider Substantial Amendments to the PY 2023 and PY 2024 CDBG Annual Action Plans. 1. Adopt a Substantial Amendment to PY 2023 to reallocate $50,000 in unused CDBG funds to PY 2026 for Desert ARC public infrastructure improvements. 2. Adopt a Substantial Amendment to PY 2024 to reallocate $80,000 in unused CDBG funds to PY 2026 for Desert ARC public infrastructure improvements. 3. Conduct a public hearing and accept public comment related to the Community Development Block Grant ("CDBG") Program Year (PY) 2026-27. 4. Approve Outside Agency Funding Committee ("Committee") recommendations for PY 2026-27 CDBG award of subrecipients, programs and/or projects, and funding amounts as proposed. 5. Approve the use of the PY 2026-27 CDBG funding allocation awarded to the City of Palm Desert ("City") by the U.S. Department of Housing and Urban Development ("HUD") for the proposed funding of subrecipients' programs and/or projects recommended by the Committee. 6. Approve the City's PY 2026-27 CDBG Annual Action Plan ("Annual Plan") and authorize staff to submit to the County of Riverside Housing and Workforce Solutions (HWS). 7. Authorize the City Manager to execute any documents necessary to implement the actions taken herewith. 8. 12.INFORMATION ITEMS 13.ADJOURNMENT Palm Desert City Council Meeting Agenda October 23, 2025 6 14.PUBLIC NOTICES Agenda Related Materials: Pursuant to Government Code §54957.5(b)(2) the designated office for inspection of records in connection with this meeting is the Office of the City Clerk, Palm Desert Civic Center, 73-510 Fred Waring Drive, Palm Desert. Staff reports for all agenda items considered in open session, and documents provided to a majority of the legislative bodies are available for public inspection at City Hall and on the City’s website at www.palmdesert.gov by clicking “Council Agenda” at the top of the page. Americans with Disabilities Act: It is the intention of the City of Palm Desert to comply with the Americans with Disabilities Act (ADA) in all respects. If, as an attendee or a participant at this meeting, or in meetings on a regular basis, you will need special assistance beyond what is normally provided, the city will attempt to accommodate you in every reasonable manner. Please contact the Office of the City Clerk, (760) 346-0611, at least 48 hours prior to the meeting to inform us of your needs and to determine if accommodation is feasible. AFFIDAVIT OF POSTING I, Michelle Nance, Acting Assistant City Clerk of the City of Palm Desert, do hereby certify, under penalty of perjury under the laws of the State of California, that the foregoing agenda for the Palm Desert City Council, Successor Agency for the Palm Desert Redevelopment Agency, and Housing Authority, was posted on the City Hall bulletin board and City website www.palmdesert.gov no less than 72 hours prior to the meeting. /S/ Michelle Nance Acting Assistant City Clerk Palm Desert City Council Meeting Agenda October 23, 2025 7 8 9 10 11 12 13 14 Project Highlights 15 Cook Street & Market Place Drive Traffic Signal Installation 16 17 18 19 20 21 22 23 24 From:Jeannie Collins To:CityClerk Cc:Percoski, Patrick Subject:Please forward to City Council Members Date:Monday, January 19, 2026 4:18:07 PM Evan, Joe, Gina, Karina, Jan ~ We cannot remain silent in our disappointment with the Palm Desert City Council’s decision not to support Joe Pradetto’s proposal regarding flags flown at City Hall. Government buildings should fly only the United States flag and the California state flag, as these represent ALL RESIDENTS EQUALLY. When a city government chooses to promote one group while excluding others, it creates division rather than unity. Just as treating children differently leads to resentment and division, unequal treatment by the government fosters discord rather than harmony. Fairness and equal representation should guide every decision made on behalf of the public. We attended the City Council meeting where Joe Pradetto proposed that no individual group’s flag be flown. Several council members expressed support at that time, making it especially disappointing to see that support fade once opposition arose. Leadership requires conviction, particularly when faced with adversity. Our community deserves elected officials who stand firm in their principles, not those who retreat under pressure. We want strong, principled leadership on our City Council. In the next election cycle, we will support council members who demonstrate courage, independence, and a commitment to unity over division. Jeannie Collins & Patrick Percoski Palm Desert 25 26 1 Study Session of the Palm Desert City Council, Successor Agency to the Palm Desert Redevelopment Agency, Housing Authority, and Board of Library Trustees Minutes , 1. CALL TO ORDER - STUDY SESSION A Study Session of the Palm Desert City Council was called to order by Mayor Trubee on Thursday, January 8, 2026, at 3:40 p.m., in the Council Chamber, City Hall, located at 73-510 Fred Waring Drive, Palm Desert, California. 2. STUDY SESSION TOPICS 2.a RECEIVE AND FILE AN UPDATE ON THE CITY’S RETAIL BUSINESS RECRUITMENT EFFORTS Jill Mendoza, Economic Development Manager, and Vanessa Mager, Economic Development Coordinator narrated a PowerPoint presentation and responded to City Council inquiries. 3. ADJOURNMENT The City Council adjourned the Study Session at 3:57 p.m. Respectfully submitted, _________________________ Michelle Nance Acting Assistant City Clerk/Assistant Secretary _________________________ Anthony J. Mejia, MMC City Clerk/Secretary 27 28 Palm Desert City Council, Successor Agency to the Palm Desert Redevelopment Agency, Housing Authority, and Board of Library Trustees Regular Meeting Minutes 1. CALL TO ORDER - REGULAR MEETING - 4:00 P.M. A Regular Meeting of the Palm Desert City Council was called to order by Mayor Trubee on Thursday, January 8, 2026, at 4:00 p.m., in the Council Chamber, City Hall, located at 73-510 Fred Waring Drive, Palm Desert, California. 2. ROLL CALL 3. PLEDGE OF ALLEGIANCE Councilmember Quintanilla led the Pledge of Allegiance. 4. INSPIRATION Mayor Trubee provided words of inspiration. 5. AWARDS, PRESENTATIONS, AND APPOINTMENTS 5.a PRESENTATION: SOUTHERN CALIFORNIA EDISON EXISTING RATES AND PROGRAMS Aaron Thomas, of Southern California Edison, narrated a PowerPoint presentation and responded to City Council inquiries. 5.b PRESENTATION: CALIFORNIA STATE UNIVERSITY STUDENT SUCCESS CENTER UPDATE Jennifer Sorenson, Chief Administrative Officer, Finance Technology & Operations of CSUSB, narrated a PowerPoint presentation and responded to City Council inquiries. 5.c PRESENTATION: COACHELLA VALLEY PREPAREDNESS NETWORK Carla Sullivan-Dilley, of CVDPN, narrated a PowerPoint presentation and responded to City Council inquiries. 6. CITY MANAGER COMMENTS None. 29 Palm Desert City Council Minutes January 8, 2026 2 7. MAYOR/COUNCILMEMBER REPORTS AND REQUESTS FOR ACTION Councilmembers provided updates on their attendance at various meetings and events. Councilmember Quintanilla, with the support of Councilmember Nestande, requested a reserved parking space for the City Manager. Councilmember Quintanilla inquired when the Environmental Resource Committee would next meet and what Earth Day activities the city planned, noting that other cities had already begun their engagement efforts. 8. NON-AGENDA PUBLIC COMMENTS Debbie Green, Palm Desert resident, spoke about her efforts to organize Earth Day activities in coordination with neighboring cities; suggested that the City should not recognize the Columbus Day holiday in favor of Indigenous Peoples’ Day; urged stronger City participation in the Harvey Milk Diversity Breakfast. Celeste Flores, of Lift to Rise, expressed appreciation to the city for its partnership and provided an update on Lift to Rise's efforts to support affordable housing. 9. CONSENT CALENDAR Councilmember Harnik announced her recusal from Consent Item 9l, due to a potential financial conflict. Mayor Trubee announced his recusal of Consent Item 9d, due to proximity to his real property interests. Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande To approve the consent calendar as presented. Motion Carried (5 to 0) 9.a APPROVAL OF CITY COUNCIL, SUCCESSOR AGENCY, AND HOUSING AUTHORITY MINUTES Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Approve the Study Session and Regular Meeting Minutes of December 11, 2025, and the Special Meeting Minutes of December 16, 2025. Motion Carried (5 to 0) 30 Palm Desert City Council Minutes January 8, 2026 3 9.b APPROVAL OF WARRANT REGISTERS Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Approve the warrant registers issued for the period October 1, 2025, to December 12, 2025. Motion Carried (5 to 0) 9.c NOVEMBER 2025 PROCUREMENT REPORT Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Receive and file the monthly Procurement Report for November 2025. Motion Carried (5 to 0) 9.d RECEIVE AND FILE APPLICATIONS FOR ALCOHOLIC BEVERAGE LICENSES Mayor Trubee announced his recusal of Consent Item 9d, due to proximity to his real property interests. Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Receive and file applications for Alcoholic Beverage Licenses for: • Shogun Restaurant (Shin Nihon Kosan, Inc.) 74225 HWY 111 Ste. A, Palm Desert, CA 92260-4143 • Backstreet Bistro (Giogen Restaurant Group [GRG] LLC) 72820 El Paseo Palm Desert, CA 92260-3302 Motion Carried (4 to 0) 9.e APPROVAL OF THE 2026 CITY COUNCIL LIAISON AND SUBCOMMITTEE ASSIGNMENTS AND APPOINTMENT OF REPRESENTATIVES TO EXTERNAL ORGANIZATIONS Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Approve the 2026 City Council Liaison and Subcommittee Assignments and the appointment of representatives to external organizations, as revised. Motion Carried (5 to 0) 9.f ADOPTION OF ORDINANCE NO. 1438 DELETING SECTION 2.52.555(F) OF THE PALM DESERT MUNICIPAL CODE TO REMOVE OUTDATED EMAIL RETENTION PROVISIONS 31 Palm Desert City Council Minutes January 8, 2026 4 Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Adopt Ordinance No. 1438 entitled, “AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, DELETING SECTION 2.52.555(F) OF THE PALM DESERT MUNICIPAL CODE TO REMOVE OUTDATED EMAIL RETENTION PROVISIONS.” Motion Carried (5 to 0) 9.g ADOPTION OF ORDINANCE NO. 1440 AMENDING CHAPTER 25.34 AND CHAPTER 26.30 OF THE CITY OF PALM DESERT MUNICIPAL CODE RELATING TO URBAN LOT SPLITS AND TWO-UNIT PROJECTS AND DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Adopt Ordinance No. 1440 entitled, “AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, AMENDING CHAPTER 25.34 (SPECIAL USE PROVISIONS) AND CHAPTER 26.30 (URBAN LOT SPLITS) OF THE CITY OF PALM DESERT MUNICIPAL CODE RELATING TO URBAN LOT SPLITS AND TWO-UNIT PROJECTS AND DETERMINING THE ORDINANCE TO BE EXEMPT FROM CEQA.” Motion Carried (5 to 0) 9.h APPROVAL OF PARK ORDINANCE WAIVERS FOR THE 2026 PALM DESERT HALF MARATHON AND 5K AND WILDFLOWER FESTIVAL Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Approve temporary waiver of the following Palm Desert Municipal Code (PDMC) Sections for the 2026 Palm Desert Half Marathon and 5K, and Wildflower Festival: a. 11.01.20 (Hours of Use in City Parks) b. 11.01.140 (Amplified Sound in City Parks) c. 11.01.080 H (Camping) d. 11.01.080 O (Placement of Advertising Signage in City Parks) e. 11.01.080 Q (Vendor Sales in City Parks) f. 11.01.080 W (Possession/Consumption of Alcohol in City Parks) pursuant to PDMC 9.58.040 Motion Carried (5 to 0) 32 Palm Desert City Council Minutes January 8, 2026 5 9.i REJECT ALL PROPOSALS SUBMITTED FOR MAINTENANCE FOR PUBLIC ART COLLECTION AND EL PASEO SCULPTURE EXHIBITION Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande 1. Reject all proposals submitted in response to the City’s Request for Proposals 2025-RFP-123 (RFP) for Maintenance for Public Art Collection and El Paseo Sculpture Exhibition. 2. Authorize staff to re-issue the RFP without the prevailing wage requirement based on a revised determination of the applicable work classification. 3. Authorize staff to execute a six-month on-call maintenance services agreement no. C50290 with Rice Construction in an amount not to exceed $50,000 to provide maintenance services for the City’s Public Art Collection and El Paseo Sculpture Exhibition during the re-bidding period. Motion Carried (5 to 0) 9.j RESOLUTION FOR RECOGNIZED OBLIGATION PAYMENT SCHEDULE AND ADMINISTRATIVE BUDGETS FOR THE FISCAL PERIOD FROM JULY 1, 2026, THROUGH JUNE 30, 2027, PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177 AND TAKING CERTAIN RELATED ACTIONS Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande Adopt Resolution SA-RDA 105 entitled, “A RESOLUTION OF THE BOARD OF DIRECTORS OF THE SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY APPROVING A RECOGNIZED OBLIGATION PAYMENT SCHEDULE AND ADMINISTRATIVE BUDGET FOR THE FISCAL PERIOD FROM JULY 1, 2026 THROUGH JUNE 30, 2027, PURSUANT TO HEALTH AND SAFETY CODE SECTION 34177 AND TAKING CERTAIN RELATED ACTIONS. Motion Carried (5 to 0) 9.k APPROVE AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT WITH ANGELICA M. ZARCO, DBA HOLISTIC SYSTEM INTEGRATION SOLUTIONS FOR PROGRAM AND CONSULTING SERVICES FOR DEVELOPMENT SERVICES Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande 1. Approve Amendment No. 1 to the Professional Services Agreement No. C49550 with Angelica M. Zarco dba Holistic System Integration Solutions to extend the agreement through Fiscal Year 2026/2027 (June 30, 2027); 2. Increase not-to-exceed annual compensation from $192,000 to $312,000 per fiscal year; 33 Palm Desert City Council Minutes January 8, 2026 6 3. Authorize the City Attorney to make any non-monetary changes to the agreement; and 4. Authorize the City Manager or designee to execute any change orders or amendments, including extensions of the agreement, provided such actions remain within the approved not-to-exceed amount. Motion Carried (5 to 0) 9.l AWARD CONTRACTS TO THE ALTUM GROUP, NAI CONSULTING, AND NV5, INC., FOR ON-CALL ENGINEERING SERVICES Councilmember Harnik announced her recusal from Consent Item 9l, due to a potential financial conflict. Motion by: Councilmember Quintanilla Seconded by: Councilmember Nestande 1. Award a three-year Professional Services Agreement No. C50300 to The Altum Group for On-Call Engineering Services in an aggregate amount not-to-exceed $1,000,000 per fiscal year. 2. Award a three-year Professional Services Agreement No. C50310 to NAI Consulting for On-Call Engineering Services in an aggregate amount not- to-exceed $1,000,000 per fiscal year. 3. Award a three-year Professional Services Agreement No. C50320 to NV5, Inc. for On-Call Engineering Services in an aggregate amount not-to- exceed $1,000,000 per fiscal year. 4. Authorize the City Attorney to make necessary non-monetary changes to the agreements. 5. Authorize the City Manager to execute agreements, amendments, and any other documents necessary to effectuate these actions. Motion Carried (4 to 0) 10. ACTION CALENDAR 10.a APPROVE FUNDING AND RESERVATION AGREEMENT FOR THE COOK STREET ENERGY SUBSTATION WITH IMPERIAL IRRIGATION DISTRICT Chris Escobedo, City Manager, narrated a PowerPoint presentation and responded to City Council inquiries. Brett Green, Palm Desert resident, spoke in opposition to using City funds for the proposed substation. Mike Berger, of the Berger Foundation, spoke in favor of the proposed substation. Motion by: Councilmember Nestande Seconded by: Mayor Pro Tem Pradetto 34 Palm Desert City Council Minutes January 8, 2026 7 1. Approve the Funding and Reservation Agreement NO. C50340 for the Cook Street energy substation with Imperial Irrigation District. 2. Authorize the City Manager to execute the Agreement, subject to revisions approved by all other parties and approved by the City Manager in consultation with the City Attorney. 3. Appropriate $4,700,000 to Capital Bond Proceeds Project Account No. 4514258-4400100 from available Fund Balance. 4. Direct the City Manager to commence the process to form a Community Facilities District for the North Sphere Electric Substation necessary for the property owners to commence payment of their share of energy demand. Motion Carried (5 to 0) 11. PUBLIC HEARINGS 11.a PUBLIC HEARING REGARDING ADOPTION OF ORDINANCE 1439 OF THE CITY COUNCIL OF THE CITY OF PALM DESERT AMENDING TITLE 15 OF THE PALM DESERT MUNICIPAL CODE TO ADOPT THE 2025 CALIFORNIA BUILDING STANDARDS CODE BY REFERENCE WITH APPENDICES AND LOCAL AMENDMENTS Jason Finley, Chief Building Official, provided a staff report and responded to City Council inquiries. Mayor Trubee opened and closed the public hearing, there being no members of the public wishing to speak. Motion by: Mayor Pro Tem Pradetto Seconded by: Councilmember Harnik 1. Conduct a public hearing and consider public testimony. 2. Adopt Ordinance 1439 entitled “AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, AMENDING TITLE 15 OF THE PALM DESERT MUNICIPAL CODE, TO ADOPT THE 2025 CALIFORNIA BUILDING STANDARDS CODE WITH APPENDICES AND LOCAL AMENDMENTS. Motion Carried (5 to 0) 11.b PROPOSED PLAN FOR BOND ISSUANCE BY THE CALIFORNIA MUNICIPAL FINANCE AUTHORITY FOR THE PALM DESERT FAMILY HOUSING PROJECT LOCATED AT THE NORTHWEST CORNER OF COOK STREET AND FRANK SINATRA DRIVE (APN 694-200-021) Ivan Tenorio, Homeless and Supportive Services Manager, and Jarod Suzuki, of California Municipal Finance Authority, provided a staff report and responded to City Council inquiries. Mayor Trubee opened and closed the public hearing, there being no members of the public wishing to speak. 35 Palm Desert City Council Minutes January 8, 2026 8 Motion by: Mayor Pro Tem Pradetto Seconded by: Mayor Trubee 1. Conduct the public hearing under the requirements of the Tax Equity and Fiscal Responsibility Act (“TEFRA”) and the Internal Revenue Code of 1986, as amended (the “Code”), in connection with the proposed issuance, in one or more series, of tax-exempt revenue bonds (the “Bonds”) by the California Municipal Finance Authority (“CMFA”), a joint exercise of powers authority and public entity of the State of California, in an amount not to exceed Fifty Million Dollars ($50,000,000). The Bonds will finance the acquisition, construction, and development of the Palm Desert Family Housing Project, a 298-unit multifamily affordable rental housing development (295 income-restricted units and 3 manager units) located at the northwest corner of Cook Street and Frank Sinatra Drive (APN 694-200-021) in Palm Desert, California (the “Project”), and receive public comments thereon. 2. Adopt Resolution 2026-001 entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING THE ISSUANCE BY THE CALIFORNIA MUNICIPAL FINANCE AUTHORITY OF TAX-EXEMPT REVENUE BONDS FOR THE PALM DESERT FAMILY HOUSING PROJECT,” approving the issuance of the Bonds by CMFA for the benefit of Sinatra Family Housing, LP, a California limited partnership (the “Borrower”), a partnership of which Affirmed Housing (the “Developer”) or a related person to the Developer is the general partner, to provide for the financing of the Project. Such adoption is solely for the purpose of satisfying the requirements of TEFRA, the Code, and California Government Code Sections 6500 et seq. 3. Authorize the Mayor or the City Manager to enter into and execute the Indemnity Agreement with Sinatra Family Housing, LP, attached hereto in substantial form. Motion Carried (5 to 0) 11.c CONSIDERATION TO ADOPT HILLSIDE RESIDENTIAL DESIGN STANDARDS AND A CORRESPONDING ZONING ORDINANCE AMENDMENT Siji Fernandez, Principal Planner, introduced John Kaliski, of John Kaliski Architects, who narrated a PowerPoint presentation and responded to City Council inquiries. Mayor Trubee opened and closed the public hearing, there being no members of the public wishing to speak. Motion by: Councilmember Harnik Seconded by: Mayor Pro Tem Pradetto Introduce Ordinance 1442 entitled, “AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ADOPTING HILLSIDE RESIDENTIAL DESIGN STANDARDS, MODIFYING SECTIONS OF PALM DESERT MUNICIPAL CODE TITLE 25 PERTAINING TO THE HILLSIDE RESIDENTIAL DESIGN STANDARDS AND FINDING THE PROJECT IS 36 Palm Desert City Council Minutes January 8, 2026 9 EXEMPT FROM FURTHER ENVIRONMENTAL REVIEW IN ACCORDANCE WITH THE CALIFORNIA ENVIRONMENTAL QUALITY ACT, as amended to indicate where appropriate that the use of synthetic turf is high discouraged.” Motion Carried (5 to 0) 11.d CONSIDERATION OF AN APPEAL OF A DECISION OF THE PLANNING COMMISSION ADOPTING A MITIGATED NEGATIVE DECLARATION AND APPROVING A PRECISE PLAN FOR THE CATAVINA RESIDENTIAL PROJECT Anthony Mejia, City Clerk, announced that the appellant and applicant have agreed to the continuance of this public hearing to the City Council meeting of February 12, 2026. Motion by: Councilmember Harnik Seconded by: Mayor Pro Tem Pradetto Continue the public hearing to February 12, 2026. Motion Carried (5 to 0) 12. INFORMATION ITEMS None 13. ADJOURNMENT The City Council adjourned at 5:46 p.m. Respectfully submitted, _________________________ Michelle Nance Acting Assistant City Clerk/Assistant Secretary _________________________ Anthony J. 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12/4/2025 City of Palm Desert Account Number 12/04/202500005948 WATERLINE TECHNOLOGIES INCW1 POOL CHEMICALS - PDAC42111002424549 5770197 190.20 12/04/202500005949 WESTERN SYSTEMS INCW1 OPTICAL EMITTER - TRAFFIC44045001104250 69160 1,579.97 12/04/202500005950 ADKINS, MICHAELW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,574.39 12/04/202500005951 ALLEN, FRANKW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500005952 AVERY, ANNW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 657.41 12/04/202500005953 BASSLER, THOMASW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005954 BISHOP, ROBERTW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 707.98 12/04/202500005955 BLYTHE, BARBARAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 291.10 12/04/202500005956 BO CHENW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 550.44 12/04/202500005957 BRADLEY, DEBRAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500005958 BROWN, MICHAELW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 829.30 12/04/202500005959 CANALES, CHRISTINAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 532.61 12/04/202500005960 CECHIN, TERRYW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 835.62 12/04/202500005961 CEHR, DAVIDW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005962 CELAYA , HORACIOW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,497.04 12/04/202500005963 CICCHINI, SUZANNEW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005964 CONLON, PATRICK C.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005965 CRAWFORD, DANNYW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 2,033.00 12/04/202500005966 CROY, HOMERW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 505.70 12/04/202500005967 DARLING, GLORIAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500005968 HOLLINGER, DIANEW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005969 DIERCKS, MARKW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 138.81 12/04/202500005970 DOYLE, KARENW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 760.58 12/04/202500005971 DRELL, PHILIP D.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005972 ESPINOZA, JOSE LUISW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 2,345.77 12/04/202500005973 FANNING, JODIW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,101.78 12/04/202500005974 FERGUSON, JAMES C.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,098.78 12/04/2025Report Date 9Page City and Housing Docusign Envelope ID: F9640973-01F3-49C7-8B87-6C5210BAE88B 47 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/4/2025 - 12/4/2025 City of Palm Desert Account Number 12/04/202500005975 FLINT, DAVIDW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 277.35 12/04/202500005976 FOLKERS, RICHARD J.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500005977 GARCIA, MIGUELW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 829.30 12/04/202500005978 GARNER, PAGEW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,253.44 12/04/202500005979 GAUGUSH, CORAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005980 GIBSON, PAUL S.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005981 GLICKMAN, DEBORAH SCHWARTZW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,777.09 12/04/202500005982 GODFREY, BEN ORRINW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005983 GOMEZ, DONNAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,267.82 12/04/202500005984 GONZALES, JESSICAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 2,345.77 12/04/202500005985 GRANCE, RUSSELLW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,086.31 12/04/202500005986 GRIFFIN, ROSALVAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 316.90 12/04/202500005987 HENDERSON, RHONDAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 653.24 12/04/202500005988 HERMANN, DAVIDW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,658.62 12/04/202500005989 HERNANDEZ, ANTHONYW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 829.30 12/04/202500005990 HERNANDEZ, CARLOSW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,777.09 12/04/202500005991 HOLTZ, GREGGW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005992 JOHNSON, SONDRAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005993 JOY, PHILLIP E.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 576.39 12/04/202500005994 JUDY, JANINE MARIEW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 298.69 12/04/202500005995 KARIMI, BASHIER AHMADW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500005996 KILPATRICK, SHAWNW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,748.32 12/04/202500005997 KLASSEN, RACHELLE D.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,267.82 12/04/202500005998 KNIGHT, SPENCERW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500005999 KNUTSON, LAURELW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 198.97 12/04/202500006000 LEAL, DIANAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,124.22 12/04/202500006001 LONGMAN, ELIZABETH M.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 174.17 12/04/2025Report Date 10Page City and Housing Docusign Envelope ID: F9640973-01F3-49C7-8B87-6C5210BAE88B 48 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/4/2025 - 12/4/2025 City of Palm Desert Account Number 12/04/202500006002 LOPEZ, PATRICIAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 829.30 12/04/202500006003 MCBRIDE, CRAIGW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500006004 MCCARTHY, JUSTINW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 606.84 12/04/202500006005 METZ, THOMASW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,836.50 12/04/202500006006 MONROE, TONYAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 829.30 12/04/202500006007 MOORE, JANETW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,267.82 12/04/202500006008 MOORE, RUTH ANNW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500006009 NEELY, MICHAELW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500006010 NIEMCZAK, JAYW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 156.34 12/04/202500006011 O'REILLY, MONICAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,183.72 12/04/202500006012 OSBORN, LINDAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500006013 PONDER, HARTW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 174.17 12/04/202500006014 PRUSINOWSKI, KARENW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 657.41 12/04/202500006015 REAM, LISAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 390.58 12/04/202500006016 RIDDLE, FRANKIEW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 814.91 12/04/202500006017 ROCHA, GRACE L.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 934.83 12/04/202500006018 ROSAS, SERGIOW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500006019 RUSSELL, LINDAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 532.84 12/04/202500006020 Sanchez, Maria GloriaW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,497.04 12/04/202500006021 SCULLY, PATRICIA H.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500006022 CHRISTIANSEN, SHARONW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500006023 SMITH, STEPHEN R.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500006024 SNAKE, CYRILW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,497.04 12/04/202500006025 STANLEY, JANEW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 472.22 12/04/202500006026 SZYMANSKI, BETTYW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,436.87 12/04/202500006027 TOWNSEND, ALANAW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 362.69 12/04/202500006028 TUCKER, RONW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 532.61 12/04/2025Report Date 11Page City and Housing Docusign Envelope ID: F9640973-01F3-49C7-8B87-6C5210BAE88B 49 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/4/2025 - 12/4/2025 City of Palm Desert Account Number 12/04/202500006029 WALKER, DELW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 369.71 12/04/202500006030 WEIL, CHIN-YUW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 532.61 12/04/202500006031 WELLER, DENIW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 758.55 12/04/202500006032 WHITE, BRYCEW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 298.69 12/04/202500006033 WILCOX, DARINW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 377.07 12/04/202500006034 WITTE, LOCKW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,253.44 12/04/202500006035 WOHLMUTH, JOHNW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 320.02 12/04/202500006036 ZAMARRIPA, AARONW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 829.30 12/04/202500006037 ZAMORA, FLORENTINO G.W1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 396.12 12/04/202500006038 ZATARAIN, ABELW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,101.78 12/04/202500006039 ZATARAIN, GERARDOW1 RETIREE HEALTH STIPEND 12/2541190005764192 12/1/2025 1,267.82 12/04/202500006040 KATOM RESTAURANT SUPPLY INCW1 FACILITY WATER/ICE DISPENSERS44045005304310 Q787801B 42,014.18 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 TEMP OA PERMIT CENTER_110743003001104421 65599541 1,214.40 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 TEMP OA PERMIT CENTER_101743003001104421 65527304 1,518.00 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 TEMP OA PERMIT CENTER_103143003001104421 65576214 1,518.00 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 TEMP OA PERMIT CENTER_101043003001104421 65511766 1,518.00 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 TEMP OA PERMIT CENTER_102943003001104421 65556811 1,518.00 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 TEMP OA PERMIT CENTER_111443003001104421 65630958 1,214.40 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 IT Temp - D.Welch43003001104190 65633715 1,879.36 12/04/202500006041 ROBERT HALF INTERNATIONAL INCW1 Temp Acct. 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Mendoza Relocation Reimb.43090001104154 J. 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12/18/2025 City of Palm Desert Account Number 12/18/202500006097 BEST BEST & KRIEGER LLPW1 NOV25 PD COLLECTIVE RESORTS43015001104121 1048566 855.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 NOV25 SHARED-PROJECT WORK43015001104121 1048569 850.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 NOV25 PERSONNEL LGL43016001104121 1048568 1,322.40 12/18/202500006097 BEST BEST & KRIEGER LLPW1 NOV25 WESTFIELD LGL43093001104159 1048566 1,854.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 CODE LGL43015001104121 1045285 13,638.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 GARBABE LGL43015001104121 1045285 2,276.20 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 PUBLIC BIDDING LGL43015001104121 1045285 10,328.40 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 STR LGL43015001104121 1045285 291.20 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT225 SURPLUS LAND ACT LGL43015001104121 1045285 171.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 HOUSING LAW LGL43015001104121 1045285 1,317.20 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 UTILITIES43015001104121 1045285 874.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 PD LIBRARY LGL43015001104121 1045285 1,892.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 SPECIALTY LGL43015001104121 1045285 23,030.62 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 REIMB COSTS43015001104121 1045285 663.95 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 VILLASPD WRIT LEGAL43015001104121 1045285 820.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 PD COLLECTIVE RESRTS43015001104121 1045285 4,959.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 OCT25 WESTFIELD LGL43093001104159 1045285 2,757.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 RETAINER FOR LEGAL43015001104120 1043072 27,438.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 AUG25 SHARED-PROJECT WORK43015001104121 1039314 1,026.41 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 GARBABE LGL43015001104121 1043071 1,618.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 PUBLIC BIDDING LGL43015001104121 1043071 13,151.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 PUBLIC RECORDS (PRA) LGL43015001104121 1043071 90.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 SURPLUS LAND ACT LGL43015001104121 1043071 547.20 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 HOUSING LAW LGL43015001104121 1043071 2,542.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 UTILITIES43015001104121 1043071 76.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 SPECIALTY LGL43015001104121 1043071 28,884.00 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 AFF HOUSING LEGAL43015001104121 1043071 182.00 12/18/2025Report Date 2Page City and Housing Docusign Envelope ID: 9DEFFE6A-85B6-4A66-B883-72240EE2950A 60 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/18/2025 - 12/18/2025 City of Palm Desert Account Number 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 VILLASPD WRIT LEGAL43015001104121 1043071 5,507.60 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 PD COLLECTIVE RESORTS43015001104121 1043071 3,892.80 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 PERSONNEL LGL43016001104121 1043073 1,763.20 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 WESTFIELD LGL43093001104159 1043071 1,546.60 12/18/202500006097 BEST BEST & KRIEGER LLPW1 SEP25 BLUEBERRY LGL43015008734195 1042913 72.80 12/18/202500006098 CABRERA, CELINAW1 CAPPO LDG 2.1-5.26 CCABRERA11501001100000 ADV LDG 02.2025 286.47 12/18/202500006099 CLASSIC PHOTO BOOTHSW1 Photobooth Rental 12.6.2543095011104154 6932 1,100.00 12/18/202500006100 DESERT AIR CONDITIONING INC.W1 R/M HVAC SRVS - FS #3343310002304220 267008 324.00 12/18/202500006100 DESERT AIR CONDITIONING INC.W1 HVAC REPLACEMENT - CITY HALL44001004504161 265163 14,276.00 12/18/202500006100 DESERT AIR CONDITIONING INC.W1 HVAC REPLACEMENT - HENDERSON B44001004504164 264953 38,432.00 12/18/202500006100 DESERT AIR CONDITIONING INC.W1 R/M HVAC SRVS - PARKVIEW43696015104195 266979 53.01 12/18/202500006101 DESERT NAPA AUTO PARTSW1 SHOP SUPPLIES42190001104330 169761 8.69 12/18/202500006101 DESERT NAPA AUTO PARTSW1 R/M FLEET - LIFT EQUIP43340001104331 169546 901.27 12/18/202500006101 DESERT NAPA AUTO PARTSW1 R/M FLEET #068 - CITY-OWNED43340001104331 169496 35.87 12/18/202500006101 DESERT NAPA AUTO PARTSW1 CREDIT - FLEET SUPPLIES43340001104331 167739 -496.69 12/18/202500006101 DESERT NAPA AUTO PARTSW1 CREDIT - FLEET SUPPLIES43340001104331 169092 -32.34 12/18/202500006101 DESERT NAPA AUTO PARTSW1 CREDIT - FLEET SUPPLIES43340001104331 169547 -146.81 12/18/202500006101 DESERT NAPA AUTO PARTSW1 R/M PARK SUPPLIES - CC PARK42190001104610 160717 89.15 12/18/202500006102 DOUG WALL CONSTRUCTION INCW1 TO0019503 DW FENCE REPAINT48092004414195 4586 9,645.37 12/18/202500006103 FFP FUND VIII P1 PROJECTCO15W1 SEP25 SOLAR ENERGY-ARTIST CTR43885001104800 2025-F8PI-000206 4,969.36 12/18/202500006103 FFP FUND VIII P1 PROJECTCO15W1 NOV25 SOLAR ENERGY-ARTIST CTR43885001104800 2025-F8PI-000254 3,238.12 12/18/202500006103 FFP FUND VIII P1 PROJECTCO15W1 SEP25 SOLAR ENERGY-PDAC43514002424549 2025-F8PI-000206 8,853.36 12/18/202500006103 FFP FUND VIII P1 PROJECTCO15W1 NOV25 SOLAR ENERGY-PDAC43514002424549 2025-F8PI-000254 5,426.17 12/18/202500006104 FG CREATIVE INCW1 ADVERTISING SVCS EPPBID NV2543215002714491 10387 13,225.64 12/18/202500006104 FG CREATIVE INCW1 DEC ADVERTISING SVCS EPPBID43215002714491 10388 23,927.00 12/18/202500006104 FG CREATIVE INCW1 DC25 BUSINESS OUTREACH SVCS43090001104430 10386 1,500.00 12/18/202500006104 FG CREATIVE INCW1 25/26 ADVERTISING SVCS EPPBID43215002714491 10383 17,695.02 12/18/2025Report Date 3Page City and Housing Docusign Envelope ID: 9DEFFE6A-85B6-4A66-B883-72240EE2950A 61 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/18/2025 - 12/18/2025 City of Palm Desert Account Number 12/18/202500006105 GARCIA, JOSEW1 JOSE G. 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WCS43325011104611 2407090 1,863.81 12/18/202502008407 GREATER COACHELLA VALLEYW1 2026 GCVCC CHAMBER MEMBERSHIP43630001104430 30322 360.00 12/18/202502008408 IMPERIAL IRRIGATION DISTRICTW1 FS102 - Electrical Service Fee44002002304220 4038927-2 119,768.81 12/18/202502008409 ISAW1 2026 ISA MEMB RENEWAL - RC43630001104300 84065-RC2026 185.00 12/18/202502008410 JTB SUPPLY COMPANY INCW1 NO TRAFFIC DETECTION SYSTEM43325001104250 115663 23,707.38 12/18/202502008411 LOCK SHOP INC.W1 R/M LOCKS - JOE MANN PARK43310001104611 A137122 314.38 12/18/202502008411 LOCK SHOP INC.W1 KEYS - LIBRARY42190002524662 BB10564763 8.59 12/18/202502008411 LOCK SHOP INC.W1 KEYS - PRESIDENT'S PLAZA I-II43321002774373 BB10565139 129.41 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 SUPPLIES / OTHER - HR42190001104154 986495-102725 460.74 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 MISC SUPPLIES - FS #7143310002304220 984340-111525 183.16 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 MISC SUPPLIES - FS #7143310002304220 984718-111525 16.89 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 SMALL TOOLS - TRAFFIC42190001104250 998681-090225 39.17 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 R/M SUPPLIES - STREETS42190001104310 982493-082525 28.06 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 SMALL TOOLS - STREETS42190001104310 987081-112625 132.85 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 R/M SUPPLIES - STREETS42190001104310 987693-100625 56.80 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 SMALL TOOLS - STREETS42190001104310 995120-111925 144.92 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 R/M SUPPLIES - STREETS42190001104310 997832-102125 265.81 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 R/M SUPPLIES - STREETS42190001104310 999746-091625 87.08 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 R/M MISC SUPPLIES - STREETS43320001104310 2007179CM-079039 -805.44 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 GRAFFITI REMOVAL SUPPLIES43915021104310 982090-101525 91.94 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 GRAFFITI REMOVAL SUPPLIES43915021104310 984392-101625 186.91 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 SMALL TOOLS - CORPYARD42190001104330 988542-101725 82.63 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 SMALL TOOLS - CORPYARD42190001104330 996609-100925 25.25 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 R/M SMALL TOOLS - PARKS42190001104611 982373-082525 39.35 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 R/M MISC SUPPLIES - PARKS42190001104611 990670-092525 140.48 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 CITY GOLF CART PARADE FLOAT43061011104416 996145-102025 124.98 12/18/202502008412 LOWE'S HOME CENTERS INC.W1 CITY GOLF CART PARADE FLOAT43061011104416 997838-102125 239.24 12/18/2025Report Date 8Page City and Housing Docusign Envelope ID: 9DEFFE6A-85B6-4A66-B883-72240EE2950A 66 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/18/2025 - 12/18/2025 City of Palm Desert Account Number 12/18/202502008413 PORTOLA PALMS HOMEOWNERSW1 6 MONTHS HOA FEE #7343630008734195 JA-JN26 1922815 1,860.00 12/18/202502008413 PORTOLA PALMS HOMEOWNERSW1 6 MONTHS HOA FEE #12943630008734195 JA-JN26 1922585 1,860.00 12/18/202502008414 PV BUSINESS SOLUTIONS INCW1 2026 OSHA COMPLIANCE JOURNAL43620001104300 56110 298.50 12/18/202502008415 QUINN COMPANYW1 R/M EMERG GENERATOR - JOSLYN43310001104340 WOG00023927 3,378.26 12/18/202502008416 RETAIL COACH LLCW1 Final Inv Analysis Svc 12/25-143090001104430 5853 1,618.88 12/18/202502008416 RETAIL COACH LLCW1 Final Inv Analysis Svc 12/25-243090001104430 5853 1,714.49 12/18/202502008417 SOUTHERN CALIFORNIA EDISONW1 DC25 iHUB/ERC SCE UTIL43950004254430 700423102627DC25 1,462.82 12/18/202502008418 SUNLINE TRANSIT AGENCYW1 NV25 BUS SHELTERS MAINTENANCE43320001104310 INV09319 8,089.20 12/18/202502008419 TAG/AMS INC.W1 DOT Physical Recert 11/7/2543056001104154 5941 175.00 12/18/202502008420 U S POSTMASTERW1 Jan/Feb BRIGHTSIDE NEWSLTR PO43026001104417 094207 8,377.31 12/18/202502008421 UNIFIRST CORPORATIONW1 LOSS CHARGE - EN42140001104310 6200005184 223.86 12/18/202502008421 UNIFIRST CORPORATIONW1 LOSS CHARGE - EN42140001104310 6200005185 166.47 12/18/202502008421 UNIFIRST CORPORATIONW1 LOSS CHARGE EV/DAMAGE MG42140001104310 6200005229 181.20 12/18/202502008421 UNIFIRST CORPORATIONW1 LOSS CHARGE/DAMAGE EV42140001104310 6200005230 223.87 12/18/202502008421 UNIFIRST CORPORATIONW1 11/25/25 INDUST UNIFORM RENTAL42140001104310 2200334424 247.61 12/18/202502008422 UNLIMITED MECHANICAL AIR SERVICESW1 R/M APPLIANCES - FS #7143310002304220 28659 450.00 12/18/202502008422 UNLIMITED MECHANICAL AIR SERVICESW1 R/M APPLIANCES - FS #6743310002304220 28822 330.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 MISC TREE WORK - MEDIANS43370011104614 236846 2,325.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - CC PARK43320011104610 231410 2,990.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - TRI-CITIES43371001104610 231410 520.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - PARKS43320011104611 231410 5,655.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - COMM GARDENS43910001104611 231410 975.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - MEDIANS43370011104614 231410 10,780.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - DIAMONDBACK43095002754643 231410 390.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - MONTEREY MEADOW43095002754680 231410 910.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - THE GLEN43095002754681 231410 390.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - HOVLEY ESTATES43095002754682 231410 1,105.00 12/18/2025Report Date 9Page City and Housing Docusign Envelope ID: 9DEFFE6A-85B6-4A66-B883-72240EE2950A 67 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/18/2025 - 12/18/2025 City of Palm Desert Account Number 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - SONATA II43095002754684 231410 2,405.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - SANDPIPER CT W43095002754695 231410 195.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - HOVLEY CT W43095002754696 231410 780.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - PALM COURT43095002754697 231410 260.00 12/18/202502008423 WEST COAST ARBORISTS INCW1 PALM PRUNING - PP E/W43321002774373 231410 1,105.00 12/18/202502008424 ZUMAR INDUSTRIES INC.W1 Employee Service Year Signs43095011104154 11314 1,283.56 Examined and Approved Total For Bank ID - 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SV 12.17.2543660002524662 POSTAGE SV 12.17 4.47 12/26/202502008434 CM WASH EQUIPMENTW1 P/M PRESSURE WASHER - CY43310001104330 33307 1,530.42 12/26/202502008434 CM WASH EQUIPMENTW1 R/M POWER WASHER - CORPYARD43310001104330 33327 3,938.11 12/26/202502008435 CONSOLIDATED ELECTRICALW1 R/M LED LIGHTS - FS#6743310002304220 5725-1176293 79.47 12/26/2025Report Date 10Page City and Housing Docusign Envelope ID: 2153FFFC-1277-4463-B1A1-27C4926877D3 78 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/26/2025 - 12/26/2025 City of Palm Desert Account Number 12/26/202502008436 CRISCOM COMPANY INCW1 FY25/26 Grant Writing Advocacy43090001104159 271641 3,750.00 12/26/202502008437 DEMCO INCW1 FY2526 Library supplies42112002524662 7740656 797.83 12/26/202502008438 DESERT ARCW1 SHREDDING SVCS NOV2543090001104111 20972 310.00 12/26/202502008438 DESERT ARCW1 SHREDDING SVCS JUL2543090001104111 18685 465.00 12/26/202502008438 DESERT ARCW1 SHREDDING SVCS OCT2543090001104111 20465 1,218.00 12/26/202502008438 DESERT ARCW1 SHREDDING SVCS SEP2543090001104111 19824 375.00 12/26/202502008439 DESERT DISCOUNT CLEANERS LLCW1 COPS Car Washes SEPT-NOV 202543060011104211 11.29.25 120.06 12/26/202502008440 DESERT ELECTRIC SUPPLYW1 R/M ELECT/LIGHT - TRAFFIC43325001104250 S128966137.001 813.23 12/26/202502008441 DESERT RECYCLING INCW1 OC25 DUMP/RECYCLING FEES43320001104310 19993 75.00 12/26/202502008442 ENGINEERING RESOURCESW1 ENG SRVS - FS102 NOV25 SVCS44001002354270 62042 3,605.00 12/26/202502008442 ENGINEERING RESOURCESW1 Haystack Channel Rehab Nov2550004544204370 62051 945.00 12/26/202502008443 ENGLAND THIMS AND MILLER INCW1 NV25 CARTEGRAPH SUPPORT SRVS43090001104300 223503 2,730.00 12/26/202502008444 FIESTA FORDW1 R/M FLEET #056 - OWNED43340001104331 5148541 216.22 12/26/202502008445 FOSTER GARDNER INC.W1 R/M LNDS SUPPLIES - CC PARK43320011104610 295486 3,995.39 12/26/202502008445 FOSTER GARDNER INC.W1 Sales Tax Adj 1%20702001100000 295486 -36.74 12/26/202502008446 FRIENDS OF THE DESERT MOUNTAINW1 TRAIL MGMT / MAINTENANCE43092001104610 519 25,000.00 12/26/202502008447 GANNETT CALIFORNIA LOCALIQW1 NOV25 Legal Advertising43210001104111 0007461640 4,947.99 12/26/202502008448 GEO JOBEW1 GeoJobe - GIS Admin Tools14301001100000 7826 750.00 12/26/202502008448 GEO JOBEW1 GeoJobe - GIS Admin Tools43620011104190 7826 2,250.00 12/26/202502008449 GLS USW1 M.Nance- Accenture sent43660001104111 5596887 5.35 12/26/202502008449 GLS USW1 M.Nance- Accenture Received43660001104111 5603475 5.35 12/26/202502008450 GREATAMERICA FINANCIAL SERVICESW1 XEROX LEASE - DEC2543420001104190 40773850 4,095.34 12/26/202502008451 HF&H CONSULTANTS LLCW1 Solid Waste/Recycle Svs NV2543090002364195 9722763 6,074.50 12/26/202502008452 HORIZON LIGHTING INC.W1 R/M ELECT/LIGHT - FS #6743310002304220 INV35710 1,559.09 12/26/202502008452 HORIZON LIGHTING INC.W1 R/M ELECT/LIGHT - FS #6743310002304220 INV34704 4,269.60 12/26/202502008452 HORIZON LIGHTING INC.W1 R/M ELECT/LIGHT - FS #6743310002304220 INV34959 1,169.75 12/26/202502008452 HORIZON LIGHTING INC.W1 R/M ELECT/LIGHT - FS #3343310002304220 INV34960 1,885.88 12/26/2025Report Date 11Page City and Housing Docusign Envelope ID: 2153FFFC-1277-4463-B1A1-27C4926877D3 79 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/26/2025 - 12/26/2025 City of Palm Desert Account Number 12/26/202502008453 HYDRATE HQW1 NV25 WATER DISPENSERS - CY43090001104330 CASD7209 225.11 12/26/202502008453 HYDRATE HQW1 WATER DISPENSERS - FS43310002304220 CASD7210 225.11 12/26/202502008453 HYDRATE HQW1 WATER DISPENSER - PD LIBRARY43090002524662 CASD7211 75.04 12/26/202502008454 I I M CW1 2026 IIMC DUES LOMELI #3941443630001104111 M.LOMEL IIMC2026 135.00 12/26/202502008455 IMPERIAL SPRINKLER SUPPLYW1 R/M IRRIG SUPPLIES - MEDIANS43370011104614 0023386294-001 1,414.39 12/26/202502008455 IMPERIAL SPRINKLER SUPPLYW1 R/M IRRIG SUPPLIES - MEDIANS43370011104614 0023499697-001 1,712.99 12/26/202502008455 IMPERIAL SPRINKLER SUPPLYW1 CALSENSE CONTROLLER - MEDIANS44001004004388 0022744111-001 15,479.68 12/26/202502008455 IMPERIAL SPRINKLER SUPPLYW1 CALSENSE CONTROLLER - MEDIANS44001004004388 0022746316-001 4,227.82 12/26/202502008456 JESSUP AUTO PLAZAW1 R/M FLEET #057 - OWNED43340001104331 6306557 2,463.75 12/26/202502008457 JILL MENDOZAW1 J. Mendoza Relocation Reimb.43090001104154 J. MENDOZA REIM2 2,090.54 12/26/202502008457 JILL MENDOZAW1 J. Mendoza Relocation Reimb.43090001104154 J. MENDOZA REIM2 -3.36 12/26/202502008458 KNORR SYSTEMS INCW1 NV25 MONTHLY PUMP PM - PDAC43311012424549 290246 2,970.00 12/26/202502008459 LOCK SHOP INC.W1 R/M LOCKS - CITY HALL43310001104340 A137010 479.93 12/26/202502008459 LOCK SHOP INC.W1 R/M LOCKS - CITY HALL43310001104340 K319838 174.08 12/26/202502008459 LOCK SHOP INC.W1 R/M LOCKS - IHUB43950004254430 K319669 230.00 12/26/202502008459 LOCK SHOP INC.W1 R/M LOCKS - IHUB43950004254430 J101707 190.00 12/26/202502008459 LOCK SHOP INC.W1 R/M LOCKS - SHERIFFS43695005104195 K319639 214.98 12/26/202502008459 LOCK SHOP INC.W1 R/M LOCKS - HENDERSON43698005104195 J101648 210.00 12/26/202502008459 LOCK SHOP INC.W1 R/M LOCKS - LIBRARY43090002524662 A137067 475.00 12/26/202502008460 LOWE'S HOME CENTERS INC.W1 MISC SUPPLIES-CIP-LOMELI42110001104134 982253-PSPCBT 20.62 12/26/202502008460 LOWE'S HOME CENTERS INC.W1 MISC SUPPLIES-CIP-LOMELI42110001104134 994093-PUOMRC 135.27 12/26/202502008461 MOST DEPENDABLE FOUNTAINSW1 DRINKING FOUNTAINS - HOVLEY44045001104611 INV86752 11,327.01 12/26/202502008462 OZZIE'S INTERNATIONALW1 R/M FLEET #047 - OWNED43340001104331 38431 209.22 12/26/202502008462 OZZIE'S INTERNATIONALW1 R/M FLEET #065 - OWNED43340001104331 38571 56.08 12/26/202502008462 OZZIE'S INTERNATIONALW1 R/M FLEET #062 - OWNED43340001104331 38785 524.33 12/26/202502008462 OZZIE'S INTERNATIONALW1 R/M FLEET #058 - OWNED43340001104331 38829 1,307.47 12/26/202502008462 OZZIE'S INTERNATIONALW1 R/M FLEET #010 - LEASE43340001104331 39394 584.30 12/26/2025Report Date 12Page City and Housing Docusign Envelope ID: 2153FFFC-1277-4463-B1A1-27C4926877D3 80 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/26/2025 - 12/26/2025 City of Palm Desert Account Number 12/26/202502008463 PAVEWEST INCW1 DW CLUBHOUSE PRKNG LOT48092004414195 5512 69,006.88 12/26/202502008464 PBK ARCHITECTS INCW1 FS33 Architectual Svcs44002002304220 15 17,000.00 12/26/202502008464 PBK ARCHITECTS INCW1 FS71 Prj Specific Fees44002002304220 15 1,500.00 12/26/202502008464 PBK ARCHITECTS INCW1 FS 102 - NOV25 SVCS44001002354270 26 4,400.00 12/26/202502008465 POWERSTRIDE BATTERY COMPANYW1 R/M BATTERIES - GOLF CARTS43340001104331 P704349 321.51 12/26/202502008466 PROPER SOLUTIONS INC.W1 11/28/25 PW TEMP TPRICE43003001104300 17719 1,233.84 12/26/202502008466 PROPER SOLUTIONS INC.W1 11/28/25 PW TEMP VPARRA43003001104300 17719 633.25 12/26/202502008467 PROPER SOLUTIONS INC.W1 CTYCLRK TMP EMP LUNA 11/28/2543003001104111 17717 868.08 12/26/202502008468 QUADIENT LEASING USA INCW1 12/20-3/19/26 Quadient Lease43420001104159 Q2109985 1,180.59 12/26/202502008469 RIVERSIDE COUNTY SHERIFF-PSECW1 FY 25/26 for Police Radio43904001104210 PE0000003135 121.76 12/26/202502008469 RIVERSIDE COUNTY SHERIFF-PSECW1 FY 25/26 COPS Radio operations43060011104211 PE0000003134 901.01 12/26/202502008470 SELBERT PERKINS DESIGN INCW1 OC25 ENTRY MONUMENT SIGNS DSGN50009102134300 251509 3,268.75 12/26/202502008471 ST. FRANCIS ELECTRIC LLCW1 NV25 R/M TRAFFIC SIGNAL43325001104250 25062113 3,084.50 12/26/202502008471 ST. FRANCIS ELECTRIC LLCW1 ON CALL TRAFFIC RM AND EMERGEN43325001104250 25062114 603.23 12/26/202502008472 SUNBELT RENTALS INCW1 R/M HEAVY EQUIPMENT RENTAL43430001104310 174932811-0002 5,543.42 12/26/202502008473 SUNLINE TRANSIT AGENCYW1 AG25 CNG FUEL - FLEET #250142170001104331 INV09123 41.91 12/26/202502008473 SUNLINE TRANSIT AGENCYW1 SP25 CNG FUEL - FLEET #250142170001104331 INV09196 661.87 12/26/202502008473 SUNLINE TRANSIT AGENCYW1 OC25 CNG FUEL - FLEET #250142170001104331 INV09280 230.94 12/26/202502008474 SUPERIOR READY MIX CONCRETEW1 R/M CONCRETE MIX - 43065 TEXAS43320001104310 950000704375 579.71 12/26/202502008474 SUPERIOR READY MIX CONCRETEW1 R/M CONCRETE MIX - SAN PABLO43320001104310 5068148 684.33 12/26/202502008475 T-MOBILE USA INCW1 RSO Call Area Dump-T25308002343904001104210 L2511280256 250.00 12/26/202502008475 T-MOBILE USA INCW1 RSO Location Fees-T25323006143904001104210 L2512090020 115.00 12/26/202502008476 TRI STAR CONTRACTING II INCW1 R/M MID-VALLEY CHANNEL CLEANUP43320001104310 2351G 19,142.47 12/26/202502008477 UMPQUA BANKW1 C45120 RTNT HOLD IN ESC #1010250002300000 ESCROW PP#10 31,066.97 12/26/202502008477 UMPQUA BANKW1 C45120 RTNT HOLD IN ESC #1020600002300000 ESCROW PP#10 -31,066.97 12/26/202502008477 UMPQUA BANKW1 C45120 RTNT HOLD IN ESC #1020600002300000 ESCROW PP#10 31,066.97 12/26/202502008478 UNIFIRST CORPORATIONW1 12/16/25 INDUST UNIFORM RENTAL42140001104310 2200342295 249.79 12/26/2025Report Date 13Page City and Housing Docusign Envelope ID: 2153FFFC-1277-4463-B1A1-27C4926877D3 81 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/26/2025 - 12/26/2025 City of Palm Desert Account Number 12/26/202502008478 UNIFIRST CORPORATIONW1 12/09/25 INDUST UNIFORM RENTAL42140001104310 2200339640 248.65 12/26/202502008479 WEST COAST ARBORISTS INCW1 MISC TREE WORK - CC PARK43320011104610 236088 975.00 12/26/202502008479 WEST COAST ARBORISTS INCW1 MISC TREE WORK - PARKS43320011104611 236088 4,200.00 12/26/202502008479 WEST COAST ARBORISTS INCW1 MISC TREE WORK - MEDIANS43370011104614 236088 1,575.00 12/26/202502008479 WEST COAST ARBORISTS INCW1 MISC TREE WORK - HAYSTACK43095002764374 236088 200.00 12/26/202502008480 XPRESS GRAPHICSW1 FS102 MEASURE G BANNER44002002304220 25-75108 288.54 12/26/202502008481 ZERO WASTE USAW1 DOG LITTER BAGS - CC PARK42190001104610 785286 1,957.34 12/26/202502008482 ACCENTURE LLPW1 FS102 CM Svcs Construction Pha44002002304220 36428 72,757.50 12/26/202502008482 ACCENTURE LLPW1 New Library Facility - CM Svcs44001004524136 36429 940.00 Examined and Approved Total For Bank ID - W1 3,308,070.54City Manager Examined and Approved Mayor or Mayor Pro-Tem Audited and Found Correct Director of Finance 12/26/2025Report Date 14Page City and Housing Docusign Envelope ID: 2153FFFC-1277-4463-B1A1-27C4926877D3 82 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/30/2025 - 12/30/2025 City of Palm Desert Account Number 12/30/202500006177 ADKINS, MICHAELW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 600.51 12/30/202500006178 ALLEN, FRANKW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006179 AVERY, ANNW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 759.85 12/30/202500006180 BASSLER, THOMASW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006181 BISHOP, ROBERTW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 818.30 12/30/202500006182 BLYTHE, BARBARAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 326.68 12/30/202500006183 BO CHENW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 577.98 12/30/202500006184 BRADLEY, DEBRAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006185 BROWN, MICHAELW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 952.36 12/30/202500006186 CANALES, CHRISTINAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 598.52 12/30/202500006187 CECHIN, TERRYW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 956.89 12/30/202500006188 CEHR, DAVIDW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006189 CELAYA , HORACIOW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,668.43 12/30/202500006190 CICCHINI, SUZANNEW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006191 CONLON, PATRICK C.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006192 CRAWFORD, DANNYW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 2,314.46 12/30/202500006193 CROY, HOMERW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 584.50 12/30/202500006194 DARLING, GLORIAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006195 HOLLINGER, DIANEW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006196 DIERCKS, MARKW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 146.12 12/30/202500006197 DOYLE, KARENW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 873.80 12/30/202500006198 DRELL, PHILIP D.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006199 ESPINOZA, JOSE LUISW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 2,670.53 12/30/202500006200 FANNING, JODIW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,154.46 12/30/202500006201 FERGUSON, JAMES C.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,257.95 12/30/202500006202 FLINT, DAVIDW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 327.27 12/30/202500006203 FOLKERS, RICHARD J.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/2025Report Date 1Page City and Housing Docusign Envelope ID: F17C4523-2D05-402F-B394-EF64D6EC9777 83 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/30/2025 - 12/30/2025 City of Palm Desert Account Number 12/30/202500006204 GARCIA, MIGUELW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 952.36 12/30/202500006205 GARNER, PAGEW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,435.34 12/30/202500006206 GAUGUSH, CORAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006207 GIBSON, PAUL S.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006208 GLICKMAN, DEBORAH SCHWARTZW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 2,026.21 12/30/202500006209 GODFREY, BEN ORRINW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006210 GOMEZ, DONNAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,451.48 12/30/202500006211 GONZALES, JESSICAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 2,670.53 12/30/202500006212 GRANCE, RUSSELLW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,243.96 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,451.48 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 12/2541190005764192 1/1/2026 1,777.09 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 12/2541190005764192 1/1/2026 -1,777.09 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 11/2541190005764192 1/1/2026 1,777.09 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 11/2541190005764192 1/1/2026 -1,777.09 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 10/2541190005764192 1/1/2026 -1,777.09 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 12/2541190005764192 1/1/2026 1,267.82 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 11/2541190005764192 1/1/2026 1,267.82 12/30/202500006213 GREENWOOD, MARKW1 RETIREE HEALTH STIPEND 10/2541190005764192 1/1/2026 1,267.82 12/30/202500006214 GRIFFIN, ROSALVAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 331.00 12/30/202500006215 HENDERSON, RHONDAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 685.99 12/30/202500006216 HERMANN, DAVIDW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,891.13 12/30/202500006217 HERNANDEZ, ANTHONYW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 952.36 12/30/202500006218 HERNANDEZ, CARLOSW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 2,026.21 12/30/202500006219 HOLTZ, GREGGW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006220 JOHNSON, SONDRAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006221 JOY, PHILLIP E.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 605.29 12/30/202500006222 JUDY, JANINE MARIEW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 352.45 12/30/2025Report Date 2Page City and Housing Docusign Envelope ID: F17C4523-2D05-402F-B394-EF64D6EC9777 84 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/30/2025 - 12/30/2025 City of Palm Desert Account Number 12/30/202500006223 KARIMI, BASHIER AHMADW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006224 KILPATRICK, SHAWNW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,993.93 12/30/202500006225 KLASSEN, RACHELLE D.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,451.48 12/30/202500006226 KNIGHT, SPENCERW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006227 KNUTSON, LAURELW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 223.50 12/30/202500006228 LEAL, DIANAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,255.36 12/30/202500006229 LONGMAN, ELIZABETH M.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 302.10 12/30/202500006230 LOPEZ, PATRICIAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 952.36 12/30/202500006231 MCBRIDE, CRAIGW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006232 MCCARTHY, JUSTINW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 701.40 12/30/202500006233 METZ, THOMASW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 2,095.80 12/30/202500006234 MONROE, TONYAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 952.36 12/30/202500006235 MOORE, JANETW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,451.48 12/30/202500006236 MOORE, RUTH ANNW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006237 NEELY, MICHAELW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006238 NIEMCZAK, JAYW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 175.61 12/30/202500006239 O'REILLY, MONICAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,318.54 12/30/202500006240 OSBORN, LINDAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006241 PONDER, HARTW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 226.46 12/30/202500006242 PRUSINOWSKI, KARENW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 759.85 12/30/202500006243 REAM, LISAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 438.92 12/30/202500006244 RIDDLE, FRANKIEW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 936.22 12/30/202500006245 ROCHA, GRACE L.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,029.28 12/30/202500006246 ROSAS, SERGIOW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006247 RUSSELL, LINDAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 565.65 12/30/202500006248 Sanchez, Maria GloriaW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,668.43 12/30/202500006249 SCULLY, PATRICIA H.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/2025Report Date 3Page City and Housing Docusign Envelope ID: F17C4523-2D05-402F-B394-EF64D6EC9777 85 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/30/2025 - 12/30/2025 City of Palm Desert Account Number 12/30/202500006250 CHRISTIANSEN, SHARONW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006251 SMITH, STEPHEN R.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006252 SNAKE, CYRILW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,668.43 12/30/202500006253 STANLEY, JANEW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 520.38 12/30/202500006254 SZYMANSKI, BETTYW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,645.01 12/30/202500006255 TOWNSEND, ALANAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 427.97 12/30/202500006256 TUCKER, RONW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 598.52 12/30/202500006257 WALKER, DELW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 386.16 12/30/202500006258 WEIL, CHIN-YUW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 598.52 12/30/202500006259 WELLER, DENIW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202500006260 WHITE, BRYCEW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 352.45 12/30/202500006261 WILCOX, DARINW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 392.28 12/30/202500006262 WITTE, LOCKW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,435.34 12/30/202500006263 WOHLMUTH, JOHNW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202500006264 ZAMARRIPA, AARONW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 952.36 12/30/202500006265 ZAMORA, FLORENTINO G.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 413.74 12/30/202500006266 ZATARAIN, ABELW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,154.46 12/30/202500006267 ZATARAIN, GERARDOW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 1,451.48 12/30/202500006268 AMERICAN CIVIL CONSTRUCTORSW1 RET REL 24251890 / C4941020600002130000 RET REL MFA00007 38,367.78 12/30/202500006269 AMTEK CONSTRUCTIONW1 RETENTION-CITY HALL OFFICE IMP20600004500000 RTNT-2939-25040 -7,327.85 12/30/202500006269 AMTEK CONSTRUCTIONW1 RETENTION-CITY HALL OFFICE IMP20600004500000 RTNT-2941-25040 -263.05 12/30/202500006269 AMTEK CONSTRUCTIONW1 TO0019601 CITY HALL OFFICE IMP44002004504161 2939-25040 146,557.00 12/30/202500006269 AMTEK CONSTRUCTIONW1 TO0019601 CITY HALL OFFICE IMP44002004504161 2941-25040 5,261.00 12/30/202500006270 BEST BEST & KRIEGER LLPW1 NOV25 HAF LGL43015008714195 1048618 1,812.60 12/30/202500006270 BEST BEST & KRIEGER LLPW1 AUG25 BLUEBERRY LGL43015008734195 1039310 800.80 12/30/202500006270 BEST BEST & KRIEGER LLPW1 AUG25 HAF LGL43015008734195 1039309 786.60 12/30/202500006270 BEST BEST & KRIEGER LLPW1 NOV25 ARC VILLAGE LGL43015008734195 1048619 243.00 12/30/2025Report Date 4Page City and Housing Docusign Envelope ID: F17C4523-2D05-402F-B394-EF64D6EC9777 86 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/30/2025 - 12/30/2025 City of Palm Desert Account Number 12/30/202500006271 CDW LLCW1 Startech Cable Clips42120001104190 AH3T12A 32.26 12/30/202500006271 CDW LLCW1 Samsung 4K TV44040001104190 AH31D3S 522.55 12/30/202500006271 CDW LLCW1 R- LG 27IN Monitors44040005304190 AH3156I 1,519.44 12/30/202500006271 CDW LLCW1 R- LG 27IN Monitors44040005304190 AH4D71Q 1,139.58 12/30/202500006272 INTERNATIONAL COUNCIL OF SHOPPINGW1 ICSC CONF Amy L & Martin A Reg43120001104430 ICSCLV2026-AL-MA 1,750.00 12/30/202500006273 PENTA, RYLANDW1 CAPIO REIM REG RPENTA 5/1111501001100000 CAPIO26ADV1-RP 750.00 12/30/202500006274 PEREZ, KALAINAW1 2025 HCD MILEAGE K.PEREZ43115008704195 HCD MILEAGE KP 151.20 12/30/202500006274 PEREZ, KALAINAW1 2025 HCD LODGING K. PEREZ43120008704195 HCD LODGING KP 602.38 12/30/202500006274 PEREZ, KALAINAW1 2025 HCD PARKING K. PEREZ43120008704195 HCD PARKING KP 88.00 12/30/202500006274 PEREZ, KALAINAW1 2025 HCD PER DIEM K. PEREZ43120008704195 HCD PER DIEM KP 215.00 12/30/202500006275 PROPER SOLUTIONS INC.W1 temp serv PBAF week 12/8-12/1243003001104417 17754 1,415.50 12/30/202500006275 PROPER SOLUTIONS INC.W1 temp serv PBAF week 12/1-12/543003001104417 17736 1,490.00 12/30/202500006276 Q3 CONSULTINGW1 NORTH PD CITY LIMIT IMPRVMNTS42191001104159 39024 836.00 12/30/202500006277 SINATRA & COOK PROJECT LLCW1 FB26 ERC/iHUB RENT MO 72 OF 7243450004254430 MO72OF72FEB26 18,161.80 12/30/202500006278 WILLDAN FINANCIAL SERVICESW1 Sec 29 AD 2004-0243090003154350 010-63626 1,250.00 12/30/202500006278 WILLDAN FINANCIAL SERVICESW1 CFD 2005-1 U-Park43090003534394 010-63625 1,250.00 12/30/202500006278 WILLDAN FINANCIAL SERVICESW1 CFD 2021-1 U-PARK43090003544394 010-63616 1,250.00 12/30/202502008483 ACE Parking ManagementW1 NV25 COURTESY CARTS EL PASEO43681001104416 196960 33,691.56 12/30/202502008484 BEDROSIAN, PATRICKW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 352.45 12/30/202502008485 BIG BROTHERS BIG SISTERS OFW1 OA BIG BRO BIG SIS FY25/2643880001104800 OA PYMT FY25/26 2,000.00 12/30/202502008486 CAPPOW1 J. Aguilar Mmbrshp 7.26-12.2614301001100000 300017085 72.50 12/30/202502008486 CAPPOW1 J. Aguilar Mmbrshp 1.26-6.2643630001104150 300017085 72.50 12/30/202502008487 COACHELLA VALLEY WATER DIST.W1 DC25 ERC/iHUB CVWD43950004254430 720041309104DC25 68.62 12/30/202502008488 EVERLING, KATHRYNW1 ANIMA VAX REIM-POE43884001104230 EVERLING 1125-1 25.00 12/30/202502008488 EVERLING, KATHRYNW1 ANIMAL VAX REIM-IGNACIO43884001104230 EVERLING 1125-2 25.00 12/30/202502008489 FENSKE, CHARLESW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 12/30/202502008490 FIND FOOD BANKW1 DC25FIND T1 SB 138343090002364195 405719 2,416.66 12/30/2025Report Date 5Page City and Housing Docusign Envelope ID: F17C4523-2D05-402F-B394-EF64D6EC9777 87 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/30/2025 - 12/30/2025 City of Palm Desert Account Number 12/30/202502008490 FIND FOOD BANKW1 DC25FIND T2 SB138343090002364195 405720 4,375.00 12/30/202502008491 FRONTIER COMMUNICATIONS INCW1 DEC25-LIBR EMERGENECY LINE43650002524662 7603410732-DEC25 64.85 12/30/202502008492 MIKE HORNW1 REFUND STR TOT OVERPAYMENT31883301100000 STR2024-0469 430.98 12/30/202502008492 MIKE HORNW1 REFUND PENALTIES OVERPAYMENT31998001100000 STR2024-0469 215.49 12/30/202502008492 MIKE HORNW1 REFUND INTEREST OVERPAYMENT31998001100000 STR2024-0469 30.17 12/30/202502008492 MIKE HORNW1 REFUND TBID, P&I OVERPAYMENT22865006100000 STR2024-0469 61.51 12/30/202502008493 TODD REISENBIGLERW1 REFUND DUP PERMIT PAYMENT31883301100000 STR2024-0476 29.00 12/30/202502008494 WRIGHT, BARBARAW1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 377.62 12/30/202502008495 YRIGOYEN, DAVID L.W1 RETIREE HEALTH STIPEND 01/2641190005764192 1/1/2026 876.75 Examined and Approved Total For Bank ID - W1 350,092.42City Manager Examined and Approved Mayor or Mayor Pro-Tem Audited and Found Correct Director of Finance 12/30/2025Report Date 6Page City and Housing Docusign Envelope ID: F17C4523-2D05-402F-B394-EF64D6EC9777 88 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 12/30/2025 - 12/30/2025 City of Palm Desert Account Number 12/30/202500003132 WILLDAN FINANCIAL SERVICESW3 CDIAC Report PA2 FY24/2543090007034195 010-63674 300.00 Examined and Approved Total For Bank ID - W3 300.00City Manager Examined and Approved Mayor or Mayor Pro-Tem Audited and Found Correct Director of Finance 12/30/2025Report Date 7Page Successor Agency Docusign Envelope ID: F17C4523-2D05-402F-B394-EF64D6EC9777 89 90 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 1/8/2026 - 1/8/2026 City of Palm Desert Account Number 01/08/202600006279 ALVAREZ, MARTINW1 Desert Sun Sub - MA REIM43630001104430 DSUNSUB-REIM-MA 119.00 01/08/202600006280 IMPRESSION DESIGNW1 Dec 2025 Employee Service Gear43095011104154 17505 863.32 01/08/202600006281 JW MARRIOTT DESERT SPRINGS RESORT &W1 End of Year Party - Venue43095011104154 337E4-54520 776.39 01/08/202600006282 PALM DESERT CHAMBER OF COMMERCEW1 Labor Law Posters 202642190001104154 77121 443.70 01/08/202600006283 PENTA, RYLANDW1 CAPIO ADV LDG RPENTA 5/10-1411501001100000 CAPIO26ADV2-RP 1,145.92 01/08/202600006284 ROBERT HALFW1 Temp Acct. D. Henry 12.19.2543003001104150 65748896 2,016.00 01/08/202600006284 ROBERT HALFW1 Temp Acc. C. Staviski 12.19.2543003001104150 65748912 2,331.00 01/08/202600006285 WEX HEALTH INCW1 MAR25 COBRA - Monthly43090001104154 0002134204-IN 111.00 01/08/202602008496 COACHELLA VALLEY WATER DIST.W1 1055 ST MEDIANS "5"43510001104614 315183847710NV25 12,015.66 01/08/202602008497 DESERT OASIS HEALTHCAREW1 9.2.25 Medical Encounter43056001104154 10319503 20.00 01/08/202602008497 DESERT OASIS HEALTHCAREW1 9.2.25 Medical Encounter43056001104154 10319578 20.00 01/08/202602008498 HORIZON LIGHTING INC.W1 R/M ELECT/LIGHT - CORPYARD43310001104330 INV19673 1,107.90 01/08/202602008499 JOSHUA GEORGEW1 REFUND STR TOT NOV2531883301100000 STR2023-0419 261.31 01/08/202602008499 JOSHUA GEORGEW1 REFUND TBID NOV2522865006100000 STR2023-0419 23.76 01/08/202602008500 POWERS AWARDSW1 Years of Service Yeti Mugs43095011104154 162500 225.00 01/08/202602008501 PROFORMA SOCALW1 Business Cards42190001104154 BH49005732A 96.65 01/08/202602008501 PROFORMA SOCALW1 Coasters for End of Year Party42190001104154 BH49005619A 919.80 01/08/202602008502 SEAWRIGHT CUSTOM PRECAST INCW1 50 PLANTER BOXES - CATALINA44001004004618 4294 120,766.88 01/08/202602008503 STATE WATER RESOURCES CONTROLW1 DREDGE APP FEE HAYSTACK CHNNEL50004544204370 CDR00003-2025 4,212.00 01/08/202602008504 WEST COAST ARBORISTS INCW1 MISC TREE WORK - CC PARK43320011104610 237152 1,575.00 01/08/202602008504 WEST COAST ARBORISTS INCW1 MISC TREE WORK - PARKS43320011104611 237152 1,950.00 01/08/202602008504 WEST COAST ARBORISTS INCW1 MISC TREE WORK - MEDIANS43370011104614 237152 18,375.00 01/08/202602008504 WEST COAST ARBORISTS INCW1 MISC TREE WORK - EL PASEO43370011104614 232517 5,180.00 01/08/202602008504 WEST COAST ARBORISTS INCW1 MISC TREE WORK - BAJA PARK43370011104614 232518 7,945.00 01/08/202602008505 XPRESS GRAPHICSW1 2026 Resident Guide46639201104430 25-76265 393.77 01/08/2026Report Date 1Page Docusign Envelope ID: 6D97F144-7DB4-478C-AAE7-0A4D1330B529 91 Check DateCheck Number Vendor NameBank ID Check Register Amount PaidInvoiceTransaction Desc 1/8/2026 - 1/8/2026 City of Palm Desert Account Number Examined and Approved Total For Bank ID -W1 182,894.06City Manager Examined and Approved Mayor or Mayor Pro-Tem Audited and Found Correct Director of Finance 01/08/2026Report Date 2Page Docusign Envelope ID: 6D97F144-7DB4-478C-AAE7-0A4D1330B529 92 Page 1 of 2 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Jennifer Aguilar, Purchasing Coordinator SUBJECT: DECEMBER 2025 PROCUREMENT REPORT RECOMMENDATION: Receive and file the monthly Procurement Report for December 2025. BACKGROUND/ANALYSIS: The monthly procurement report documents the procurement activities of the City of Palm Desert for the month ending December 31, 2025, in accordance with the Purchasing Policy. Included in the procurement report is the list of vendors who have been fully vetted by staff and have been added to the City’s Approved Vendor List FINANCIAL IMPACT: There is no financial impact from this action. ATTACHMENTS: Procurement Report for December 2025 93 City of Palm Desert (Replace with a brief description of the staff report) Page 2 of 2 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant(s)/Appellant(s): _________________________ Councilmembers should review any campaign contributions received within the las t 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 94 Palm Desert Muni Code Chapter 3.30 - Purchasing System and Public Works Contracts Date Vendor Name Department Amount Document Type Description/Reason 12/1/2025 Altum Group Development Services 25,000.00$ Change Order/Amendment Request Augmented staff to maintain service levels and ensure timely progress on active projects. 12/1/2025 Architerra Design Group Public Works 2,300.00$ Change Order/Amendment Request Increasing contract amount to include trail system improvements. 12/4/2025 Imperial Sprinkler Supply Public Works 26,488.38$ Change Order/Amendment Request Increasing Purchase Order to provide sufficient funding to replace exisitng solar controllers with electrically powered controllers and additional components necessary for installation. 12/8/2025 Mariposa Landscapes Inc Public Works 126,910.29$ Task Order Request Task Order to furnish, install, and provide labor for new plant material, removal of existing plant material, furnish and install inert groundcovers, and removal of superfluous irrigation components as part of the Park and Median Landscape Rehabilitation Project. 12/8/2025 Fonroche Lighting America Inc. Public Works 25,980.38$ Purchase Request Form Purchase of four solar lights for the Via Cinta corridor in the amount of $25,980.38, including the estimated 8.75% sales tax to enhance traffic safety. Administrative Contract/Purchase Approval by City Manager or Designee City of Palm Desert December, 2025 Procurement Report 3. 3 0 . 0 5 0 - 3 . 3 0 . 0 9 0 - Public projects, contracted services, professional services, and materials, supplies and equipment may all be awarded/approved by Department Head in best interest of the City up to $10,000. - Annual recurring contracted services, technology, and/or goods exception list may be approved by Finance Director not to exceed $25,000. - Public projects, contracted services, professional services, and materials, supplies and equipment may all be awarded/approved by City Manager in best interest of the City up to $75,000. - Public projects, contracted services, professional services, and materials, supplies and equipment may all be awarded/approved by City Manager in best interest of the City up to $250,000, if on approved vendor list. - Public projects, contracted services, professional services, and materials, supplies and equipment over $250,000 must be approved by City Council. - City Council may authorize City Manager to approve change orders, amendments, and contingency payments as part of their recommendation. 1 of 9 95 Date Vendor Name Department Amount Document Type Description/Reason 12/8/2025 Willdan Financial Services Public Works 17,000.00$ Purchase Request Form Renewal services from Willdan Financial Services for the Presidents Plaza III Property and Business Improvement District (PBID III) in the total amount of $17,000, which includes a fixed fee of $14,250 and $2,750 for unforeseen expenses, to complete the PBID III renewal in full compliance with Proposition 218. 12/8/2025 Proper Solutions Staffing Library Services 36,505.00$ Purchase Request Form Hire temporary staff for Library support while regular staff is out of office. 12/8/2025 Urban Worx Construction, Inc Public Works 4,750.00$ Task Order Request Specialty cutting and fabrication to preserve the finished edges of tile for the Desert Willow Restroom Remodel Project. 12/9/2025 CDW Information Technology 37,640.00$ Purchase Request Form Renewal of Okta Multi-Factor Authentication from CDW to allow users to securely access the city's applications and devices. 12/10/2025 BMW Motorcycle of Riverside City Manager 46,061.84$ Purchase Request Form Purchase a 2026 BMW motorcycle for the Riverside County Sheriff's Department.The City of Palm Desert purchases a new bike for the Riverside County Sheriff's Department annually. 12/11/2025 TKE Engineering Capital Projects 9,860.00$ Task Order Request Additional design services for the parking lot improvements of Taos Palms, Candlewood and Las Serenas. 12/11/2025 My COI (Lumie)Finance 9,870.00$ Purchase Request Form Purchase of Lumie (MyCOI) to improve the City’s insurance reviewprocess through instant AI-driven COI review and real-time vendor feedback. 12/11/2025 D&B Visions Special Programs 60,000.00$ Change Order/Amendment Request Modifying contract extend the term and to account for an adjustment to the hourly rate for next year, from $100 per hour to $105 per hour, while maintaining the existing not-to-exceed amount of $60,000 per year. 12/11/2025 MotoWorx Garage City Manager 20,000.00$ Purchase Request Form Adding funds to the existing PO for continued motor maintenance for the Riverside County Sheriff's Department for FY 25/26. 2 of 9 96 Date Vendor Name Department Amount Document Type Description/Reason 12/15/2025 Condor, Inc Public Works 14,384.00$ Change Order/Amendment Request Change order to Contract No. C50020 for the renovation of the PDAC pump room project to remove and replace a leaking surge pit float valve. This work is necessary, and the materials have been reviewed and approved by the City’s third-party engineering firm, RS+M. 12/16/2025 TKE Engineering, Inc.Capital Projects 1,520.00$ Task Order Request Document vehicle speeds before and after construction on Eldorado Dr. to evaluate impact of new driving conditions. 12/16/2025 Horizon Lighting, Inc.Public Works 13,323.00$ Purchase Request Form Emergency electrical repairs at the Historical Society, Freedom Park, and Civic Center Park. 12/16/2025 Horizon Professional Landscape Public Works 7,000.00$ Task Order Request Emergency task order to repair the washout at the University Dog Park caused by the 11/15/2025 storm. 12/16/2025 Proper Solutions Inc.Human Resources 98,563.32$ Change Order/Amendment Request Temporary Employee Services for various departments through June 30, 2026 12/18/2025 Urban Worx Construction, Inc Public Works 20,545.00$ Task Order Request Evaluate and diagnose the State Building's air quality and prepare a compliance or non-compliance report. If the evaluation determines that the building is not in compliance, the proposal will include identifying the necessary corrective measures. 12/18/2025 Southern Pacific Construction, Inc. Public Works 17,161.92$ Task Order Request Mold testing and remediation for the Traffic Room at the Corporation Yard after mold was discovered during demolition for the approved renovation project. 12/18/2025 Pye Barker Public Works 960.00$ Change Order/Amendment Request Adding the Library building to Pye-Barker’s quarterly inspection schedule to ensure proper functionality and compliance with safety regulations. 12/18/2025 Commercial Door Company Public Works 5,448.10$ Purchase Request Form Emergency repairs of the apparatus bay doors at Fire Station 33. 3 of 9 97 Date Vendor Name Department Amount Document Type Description/Reason 12/19/2025 TJKM Transportation Consultants Capital Projects 64,980.00$ Purchase Request Form Design efforts associated with two (2) separate projects, CTS00006 Traffic Signal Improvements Magnesia Falls Drive and CTS00007 Traffic Signal Improvements Mesa View Drive.These projects are on the Capital Projects Budget and Task List. 12/19/2025 Rosenow Spevacek Group (RSG) Housing 5,800.00$ Task Order Request Consulting services on training and preparation of the SB 341 Annual Report. 12/19/2025 Stalker Radar Applied Concepts, Inc. City Manager 8,061.64$ Purchase Request Form Replacing three battery-consuming lidar devices for the motor deputies for the Riverside County Sheriff's Department to keep consistent equipment for all motors. 12/22/2025 Urban Worx Construction, Inc. Public Works 14,595.00$ Change Order/Amendment Request Lead tile abatement including establishing a containment barrier and removing affected wall tile per approved contingency. On November 1, 2025, Contract No. A50110 was approved for the Fire Station 67 Captain’s Restroom Remodel with Urban Worx, Inc., and included a $35,000 contingency in the event lead was found in the tile. 12/22/2025 Cove Electric, Inc.Public Works 25,000.00$ Task Order Request Assess and repair or replace landscape lighting fixtures at Desert Willow Golf Resort. 12/22/2025 Urban Worx Construction, Inc. Public Works 6,495.00$ Change Order/Amendment Request Change order to Fire Station 67 Captain’s Restroom Remodel to address a crack discovered in the cast iron exhaust pipe. The pipe runs from the ceiling to the bottom footing, requiring demolition and replacement of the surrounding concrete. 12/22/2025 Webstaurant Store Inc Special Programs 30,000.00$ Purchase Request Form As-needed purchase of recycling container supplies for the commercial recycling program during fiscal year 2025–2026. Containers are provided at no cost to Palm Desert businesses to encourage proper source separation, as mandated by SB 1383 and AB 827 and funds are partially provided through a CalRecycle grant designated for beverage containers and recycling bins. 12/22/2025 Carson Trailer Inc City Manager 13,169.25$ Purchase Request Form Purchase a trailer for the CalFire mini muster program. 4 of 9 98 Date Vendor Name Department Amount Document Type Description/Reason 12/23/2025 Amtek Construction Public Works 55,386.10$ Task Order Request Repair of a leak in the janitorial closet caused by an existing pipe, which required pipe replacement and installation of new drywall, extension of the NW Lobby tile into the janitorial closet, replacing the existing carpet, installation of new LED lighting within the City Manager and Human Resources common area, and the addition of built-in cabinetry in the Finance Department as part of the City Hall Office Improvements Project. 12/23/2025 Horizon Lighting, Inc.Public Works 150,000.00$ Purchase Request Form On-call electrical services agreement in an amount not to exceed $150,000 for one year with the option for four additional one-year extensions. This agreement was approved by the City Council on September 11, 2025 in the amount of $150,000 per fiscal year for three years with the option of two additional one-year extensions, however the vendor's surety has indicated they do not issue bonds for multi-year agreements.This request documents the approval for the change in contract term. 12/23/2025 Cove Electric, Inc.Public Works 60,000.00$ Task Order Request Comprehensive lighting assessment as well as repair and replacement services. 12/23/2025 Idea Peddler Public Affairs -$ Change Order/Amendment Request Updating the scope of work to reflect the FY 2025-2026 work plan. 1,060,758$ Purchases above fall under the City Manager's approval limits Date Vendor Name Department Amount Document Type Description/Reason 12/11/2025 Accenture LLP Capital Projects 1,662,667$ Task Order Construction Management Services for New Library Facility 12/11/2025 VM Pool Service Housing Authority 284,040$ Maintenance Agreement Routine maintenance of pools and spas owned by Plam Desert Housing Authority 12/11/2025 Speridian, LLC Information Technology 226,402$ Software Agreement Purchase and implementation of Clariti Business License software system Contract/Purchase Approval by City Council 5 of 9 99 Date Vendor Name Department Amount Document Type Description/Reason 12/11/2025 Western State Builders, Inc. Public Works 1,727,136$ Construction Contract Civic Center Park Playground Renovation 12/11/2025 Quinn Company Public Works 162,795$ Maintenance Agreement Preventative maintenance for the City's emergency generators. 4,063,040$ Total Contract Approvals 4,123,040$ Release Date Project Name Department Proposal Due Date Project Manager Description 12/10/2025 Homeless Outreach and Engagement Services Development Services 1/23/2026 Ivan Tenorio Deliver street outreach, engagement activities, housing navigation, care coordination, and linkage to supportive services that reduce barriers to shelter, housing, and treatment. These services will be funded through Opioid Settlement Funds. 12/19/2025 Mountain View Retention Basin Capital Projects 1/15/2025 Ryan Gayler All labor, materials, and equipment necessary for construction of Mountain View Retention Basin and Storm Drain Improvements Project in accordance with the plans, specifications, and other contract documents. 12/22/2025 City Hall Window Safety Measures - UL 752 (Ballistic Resistant Level 1) Public Works 1/21/2025 Kevin Swartz Replace the existing windows for the City Council Chamber, Council Chamber Conference Room, City Council Offices, and Administrative Conference Room for UL 752 - Level 1 Ballistic Resistant Glass 12/29/2025 Purchase of One Dump Truck and Two Flatbed Tucks Public Works 1/22/2026 David Reyes Purchase of One Dump Truck and Two Flatbed Trucks (“Services”) to establish a Goods and Equipment Purchase Agreement ("Agreement"). These approvals are consistent with the Purchasing Policy and the FY 2025-26 Annual Budget. Request for Proposals Posted during the Month 6 of 9100 Submission Date 12/1/2025 12/3/2025 12/5/2025 12/10/2025 Pavement Coatings Co. A General Engineering C-32 Parking and Highway Improvement The Odyssey Alliance, LLC Delivers four integrated service areas that help organizations strengthen performance, deepen impact, and build sustainable systems of change: Analysis & Impact Assessment We conduct research, assessments, benchmarking, and data analysis that reveal what is working, what needs to change, and how organizational decisions affect communities. Our work produces evidence-based insights and actionable recommendations that guide strategic improvement. Data Governance & Responsible Data Systems We help organizations build ethical, practical, and sustainable data systems. This includes governance structures, privacy and access protocols, data lifecycle design, analysis support, and capacity-building that ensures teams can responsibly use data to inform decisions. Strategic Planning & Organizational Futuring We support organizations in clarifying vision, defining measurable outcomes, designing theories of change, setting priorities, and aligning structures to achieve results. Our planning processes create focus, coherence, and a clear path from intention to impact. Culture, Change Management & Leadership Development We strengthen the human systems behind organizational performance—leadership, culture, collaboration, trust, and team capacity. Through coaching, culture assessment, and structured development, we ensure teams have the skills and conditions needed to sustain change over time. Proper Solutions Provides temporary employees to businesses and organizations to work in the fields of accounting, office administration and light industrial. Proper Solutions uses all relevant methods to recruit highly qualified temporary staff. Yunex LLC A General Engineering C-10 Electrical Approved Vendor Applications Vendor Services 7 of 9101 Submission Date 12/11/2025 12/12/2025 12/15/2025 12/17/2025 B General Construction C-8 Concrete C-39 Roofing C-43 Sheet Metal Courtney Inc. GCAP Services, Inc. Founded in 1997, GCAP Services, Inc. (GCAP) is a southern California-based SBE- and DBE-certified firm with over twenty-eight (28) years of experience providing DBE compliance services and twenty (20) years of experience providing labor compliance services. GCAP’s ethos is to support fairness in contracting and to uphold workers’ rights. As such, we believe in fair and prevailing wages for skilled workers, support systems for small and disadvantaged businesses, and a business-to-government ecosystem that facilitates and encourages opportunity, access, growth, and prosperity for all people. Our core competencies and services, which reflect and stem from our values, include: DBE and SBE compliance, outreach, goal setting, and support services Prevailing wage, labor compliance, and CWA/PLA monitoring services DBE and SBE supportive services and capacity building programs DBE and SBE technical assistance, training (online and instructor-led), and mentoring programs DBE, ACDBE, SBE, MBE, WBE, DVBE, LGBTBE, and PDBE certification processing Outreach, stakeholder engagement, and focus group facilitation Disparity, utilization, and availability studies Implementation of supplier diversity and labor compliance systems Document control/document management Diversity, equity, inclusion, belonging, and accessibility consulting services B General ConstructionLZ Construction, Inc United Pumping Service, Inc. A General Engineering C-21 Moving/Demolition C-31 Construction Zone Traffic Control C-42 Sanitation System ASB Asbestos Certification HAZ Hazardous Substance Removal Certification Vendor Services 8 of 9102 Submission Date 12/18/2025 12/21/2025 12/23/2025 12/23/2025 12/23/2025 12/30/2025 Multi W Systems, Inc A General Engineering Absolute Contractors, Inc. Commercial and residential, new construction, remodels, framing, replacement windows, tenant improvements. Vendors are fully vetted and required to provide updated pricing annually. The utilization of approved vendors is on an as-needed basis, is not guaranteed, is contingent upon the availability of funds, and must adhere to the purchasing policy. Santiago & Company Consulting, LLC. Provides management consulting services to public-sector and mission-driven organizations. Services include organizational and operational assessments, strategic planning, performance and financial analysis, governance and operating model design, process improvement, and executive decision support. Engagements are project-based and advisory in nature, focused on helping leadership teams clarify priorities, evaluate trade-offs, improve effectiveness, and align resources with organizational objectives. United Storm Water, Inc. A General Engineering C-21 Moving/Demolition C-27 Landscaping/Irrigation C-31 Construction Zone Traffic Control C-42 Sanitation System HAZ Hazardous Substance Removal Certification Chambers Inc dba Roof Construction B General Construction C-39 Roofing Marina Landscape, Inc. A General Engineering B General Construction C-27 Landscaping/Irrigation C-29 Masonry C-36 Plumbing D-59 Hydroseed Spraying Vendor Services 9 of 9103 104 CITY OF PALM DESERT CITY CLERK DEPARTMENT INTEROFFICE MEMORANDUM To: From: Date: BUILDING AND SAFETY DIVISION AND PLANNING DIVISION , CITY CLERK Subject: APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) BY: _____________________________________________________ A copy of the subject ABC License Application is attached for your review and recommendation to the City Council or to another department(s) for further action. A response is required. Please mark the appropriate response below and return to my office by __________________________ Responding Department: __________________________ Date:_______________ Response: No comment – okay to present to City Council. Refer to ______________________________________ related comments (attach additional sheets, if necessary): _________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ Other – Additional comments (attach additional sheets, if necessary): _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ One El Paseo Restaurant 74225 Highway 111 Ste B Palm Desert, CA 92260-4143 Tuesday, December 2, 2025. January 6, 2026Development Services: Planning November 25, 2025 105 CITY OF PALM DESERT CITY CLERK DEPARTMENT INTEROFFICE MEMORANDUM To: From: Date: BUILDING AND SAFETY DIVISION AND PLANNING DIVISION MICHELLE NANCE, DEPUTY CITY CLERK Subject: APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) BY: _____________________________________________________ A copy of the subject ABC License Application is attached for your review and recommendation to the City Council or to another department(s) for fur ther action. A response is required. Please mark the appropriate response below and return to my office by __________________________ Responding Department: __________________________ Date: ________________ Response: No comment – okay to present to City Council. Refer to ______________________________________ - related comments (attach additional sheets, if necessary): _________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ Other – Additional comments (attach additional sheets, if necessary): _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ _________________________________________________________________ One El Paseo Restaurant 74225 Highway 111 Ste B Palm Desert, CA 92260-4143 Tuesday, December 2, 2025. January 5, 2026Building and Safety 4 November 25, 2025 106 107 108 CITY OF PALM DESERT CITY CLERK DEPARTMENT INTEROFFICE MEMORANDUM To: BUILDING AND SAFETY DIVISION AND PLANNING DIVISION From: MICHELLE NANCE, DEPUTY CITY CLERK Date: Subject: APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) BY: ______________________________________________________________________________ A copy of the subject ABC License Application is attached for your review and recommendation to the City Council or to another department(s) for further action. A response is required. Please mark the appropriate response below and return to my office by __________________________. Responding Department:______________________________________ Date: ____________ Response: No comment – okay to present to City Council. Refer to ________________________________ - related comments (attach additional sheets, if necessary): _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Other – Additional comments (attach additional sheets, if necessary): ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 12/29/2025 PLANNING DIVISION 109 CITY OF PALM DESERT CITY CLERK DEPARTMENT INTEROFFICE MEMORANDUM To: BUILDING AND SAFETY DIVISION AND PLANNING DIVISION From: MICHELLE NANCE, DEPUTY CITY CLERK Date: Subject: APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) BY: ______________________________________________________________________________ A copy of the subject ABC License Application is attached for your review and recommendation to the City Council or to another department(s) for further action. A response is required. Please mark the appropriate response below and return to my office by __________________________. Responding Department: ______________________________________ Date: ____________ Response: ☐No comment – okay to present to City Council. ☐Refer to ________________________________ - related comments (attach additional sheets, if necessary): _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ☐Other – Additional comments (attach additional sheets, if necessary): ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Platinum Cowboy (A KRYTEN, INC) 74040 HWY 111 STE G Palm Desert, CA 92260-4134 12/29/2025 01/12/2026 01/05/2026BUILDING AND SAFETY DIVISION 110 111 112 CITY OF PALM DESERT CITY CLERK DEPARTMENT INTEROFFICE MEMORANDUM To: BUILDING AND SAFETY DIVISION AND PLANNING DIVISION From: MICHELLE NANCE, DEPUTY CITY CLERK Date: Subject: APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) BY: ______________________________________________________________________________ A copy of the subject ABC License Application is attached for your review and recommendation to the City Council or to another department(s) for further action. A response is required. Please mark the appropriate response below and return to my office by __________________________. Responding Department:______________________________________ Date: ____________ Response: No comment – okay to present to City Council. Refer to ________________________________ - related comments (attach additional sheets, if necessary): _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ Other – Additional comments (attach additional sheets, if necessary): ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ 12/29/2025 PLANNING DIVISION 113 CITY OF PALM DESERT CITY CLERK DEPARTMENT INTEROFFICE MEMORANDUM To: BUILDING AND SAFETY DIVISION AND PLANNING DIVISION From: MICHELLE NANCE, DEPUTY CITY CLERK Date: Subject: APPLICATION FOR ALCOHOLIC BEVERAGE LICENSE(S) BY: ______________________________________________________________________________ A copy of the subject ABC License Application is attached for your review and recommendation to the City Council or to another department(s) for further action. A response is required. Please mark the appropriate response below and return to my office by __________________________. Responding Department: ______________________________________ Date: ____________ Response: ☐No comment – okay to present to City Council. ☐Refer to ________________________________ - related comments (attach additional sheets, if necessary): _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ☐Other – Additional comments (attach additional sheets, if necessary): ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ Mojave Resort (Mojave Hospitality Operations, LLC) 73721 Shadow Mountain Drive. Palm Desert, CA 92260-4841 12/29/2025 01/12/2026 01/05/2026BUILDING AND SAFETY DIVISION 114 115 116 Page 1 of 3 PALM DESERT HOUSING AUTHORITY STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Alex Vasquez, Project Manager Lucero Leyva, Senior Project Manager SUBJECT: AWARD CONTRACT TO VAN ENGINEERING, INC., FOR TAOS PALMS APARTMENTS SITE IMPROVEMENTS (PROJECT NO. CHA00004) RECOMMENDATION: 1. Award a construction contract to Van Engineering, Inc., of Wildomar, California, in the amount of $216,163, plus a $21,616 contingency for unforeseen expenses (Project No. CHA00004/Project ID 2025-IFB-212). 2. Authorize the Director of Finance to appropriate funds from Housing Authority Fund Balance Reserves to Housing Authority Replacement Expenditure Account No. 8714195 -4331100, in the amount of $237,779. 3. Authorize the General Counsel to make non-monetary changes to the contract. 4. Authorize the Executive Director to execute the agreement and any written requests for change orders up to the contingency amount, amendments, and any documents n ecessary to effectuate the actions taken herewith. 5. Authorize the Executive Director to execute the Notice of Completion (NOC) and the City Clerk to file the NOC upon satisfactory completion of the Project. BACKGROUND/ANALYSIS: The Palm Desert Housing Authority (Authority) owns and manages the Taos Palms Apartments (Taos), located at 44830 Las Palmas Avenue, which includes sixteen (16) affordable housing units. Taos has experienced ongoing flooding during rain events, which has directly impacted residents; therefore, the property has been identified as a high -priority site for rehabilitation. To address the ongoing flooding, exterior improvements are needed throughout the courtyards and parking areas, including asphalt concrete, landscaping, and drainage. The proposed project will demolish and replace the existing asphalt, sidewalk, landscaping, and drainage, including modifications to the grading and drainage. These site improvements will address flooding issues and correct site ADA deficiencies, which will enhance accessibility and overall site conditions. The project was released in an Invitation for Bid on the City’s public procurement portal on November 18, 2025 (2025-IFB-212). A non-mandatory pre-bid meeting and site visit was held on December 3, 2025, in which seven contractors attended. The Authority received the following two bids by the December 18, 2025, deadline. 117 Palm Desert Housing Authority Award Contract for Taos Palms Apartments Site Improvements Project Page 2 of 3 Contractor Location Total Bid The engineer’s estimate for the project is $237,500, and construction is expected to be completed within 60 calendar days. After reviewing the bids, staff determined that Van Engineering Inc. submitted the lowest responsive bid and meets all requirements to perform the work. For these reasons, staff recommends that the Housing Authority Board approve the award of the contract to Van Engineering, Inc. and authorize all related actions. Legal Review: This report has been reviewed by the City Attorney’s Office. FINANCIAL IMPACT: This project has been identified as a Community Development Block Grant (CDBG)–funded project and will be reimbursed using CDBG funds. On December 11, 2025, City Council approved $232,744.11 in CDBG funding for this project. In addition, $6,800 in remaining CDBG funds from Fiscal Year 2024-25 was reallocated, bringing the total CDBG allocation for the project to $239,544.11. An appropriation is required to accommodate the project expenditures; however, CDBG-eligible costs are reimbursable at 100 percent by the U.S. Department of Housing and Urban Development (HUD). As a result, all costs will be recovered and there will be no fiscal impact to the Housing Authority or General Fund. The following table illustrates the project’s budget and expenditures: Description Account No. Budget* Expenditures Balance Housing Authority Replacement Exp 8714195-4331100 $237,779 Construction Contract: Van Engineering, Inc. $ 216,163 10% Contingency $ 21,616 Totals $239,544.11 $ 237,779 $0 *Funds in the amount of $239,544 have been awarded from CDBG and will reimburse the amount requested. ATTACHMENTS: 1. Contract for Construction 2. Performance and Payment Bonds 3. Van Engineering, Inc. Proposal 4. Vicinity Map 118 Palm Desert Housing Authority Award Contract for Taos Palms Apartments Site Improvements Project Page 3 of 3 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☒ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant(s)/Appellant(s): _________________________ Council members should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 119 120 PALM DESERT HOUSING AUTHORITY CONTRACT FOR CONSTRUCTION This Agreement is made and entered into on January 22, 2026, by and between the Palm Desert Housing Authority, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578, (“Authority”) and Van Engineering, Inc., a S Corporation, with its principal place of business at 36520 Villa Del Sol, Wildomar, CA 92595 ("Contractor"). WITNESSETH: That the parties hereto have mutually covenanted and agreed, and by these presents do covenant and agree with each other as follows: ARTICLE 1. SCOPE OF WORK. The Contractor shall perform all Work within the time stipulated in the Contract, and shall provide all labor, materials, equipment, tools, utility services, and transportation to complete all of the Work required in strict compliance with the Contract Documents as specified in Article 5, below, for the following Project: Taos Palms Apartments Site Improvements Project No. CHA00004 (hereinafter referred to as “the Project”). This project consists of apartment parking lot improvements including but not limited to, curb and gutter, sidewalks, ADA access ramps, drainage, landscaping and driveway improvements. Contractor is an independent contractor and not an agent of the Authority. The Contractor and its surety shall be liable to the Authority for any damages arising as a result of the Contractor’s failure to comply with this obligation. CITY COUNCIL APPROVAL On January 22, 2026, Palm Desert Housing Authority approved the award of this Agreement to the Contractor above. ARTICLE 2. TIME FOR COMPLETION. Time is of the essence in the performance of the Work. The Work shall be commenced on the date stated in the Authority’s Notice to Proceed. The Contractor shall complete all Work required by the Contract Documents within 60 Calendar Days from the commencement date stated in the Notice to Proceed. By its signature hereunder, Contractor agrees the time for completion set forth above is adequate and reasonable to complete the Work. ARTICLE 3. CONTRACT PRICE. The Authority shall pay to the Contractor as full compensation for the performance of the subject to any additions or deductions as provided in the Contract Documents, including all applicable taxes and costs, the sum of Two Hundred Sixteen Thousand One Hundred Sixty-Three and 00/100 Dollars ($216,163.00). Payment shall be made as set forth in the General Conditions. The Authority will pay to Contractor compensation based upon 121 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 2 the prices set forth in the Bid Schedule. ARTICLE 4. LIQUIDATED DAMAGES. Contractor acknowledges that the Authority will sustain actual damages for each and every Day completion of the Project is delayed beyond the Contract Time. Because of the nature of the Project, it would be impracticable or extremely difficult to determine the Authority’s actual damages. Accordingly, in accordance with Government Code section 53069.85, it is agreed that the Contractor will pay the Authority the sum of $1,000.00 for each and every Day of delay beyond the time prescribed in the Contract Documents for finishing the Work, as Liquidated Damages and not as a penalty or forfeiture. In the event this is not paid, the Contractor agrees the Authority may deduct that amount from any money due or that may become due the Contractor under the Contract. This Section does not exclude recovery of other damages specified in the Contract Documents. Liquidated damages may be deducted from progress payments due Contractor, Project retention or may be collected directly from Contractor, or from Contractor's surety. These provisions for liquidated damages shall not prevent the Authority, in case of Contractor's default, from terminating the Contractor. ARTICLE 5. COMPONENT PARTS OF THE CONTRACT. The “Contract Documents” include the following: Notice Inviting Bids Instructions to Bidders Bid Forms Bid Acknowledgement Bid Schedule Bid Guarantee Designation of Subcontractors Information Required of Bidders Non-Collusion Declaration Form Iran Contracting Act Certification Public Works Contractor DIR Registration Certification Performance Bond Payment (Labor and Materials) Bond CDBG General Conditions Contract for Construction General Conditions Special Conditions Specifications Addenda Construction Plans and Drawings Standard Specifications for Public Works Construction “Greenbook”, latest edition, Except Sections 1-9 Standard Plans of the City of Palm Desert, latest edition Standard Plans for Public Works Construction, latest edition Caltrans Standard Specifications, latest edition, Except Division 1 Caltrans Standard Plans, latest edition California Manual on Traffic Control Devices for Streets and Highways (CAMUTCD), latest edition Work Area Traffic Control Handbook, latest edition Reference Specifications Approved and fully executed Change Orders Permits Any other documents contained in or incorporated into the Contract The Contractor shall complete the Work in strict accordance with all of the Contract Documents. All of the Contract Documents are intended to be complementary. Work required by one of the Contract Documents and not by others shall be done as if required by all. In the event of conflict, the various Contract Documents will be given effect in the order set forth in the 122 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 3 General Conditions. This Contract shall supersede any prior agreement of the parties. ARTICLE 6. PROVISIONS REQUIRED BY LAW AND CONTRACTOR COMPLIANCE. Each and every provision of law required to be included in these Contract Documents shall be deemed to be included in these Contract Documents. The Contractor shall comply with all requirements of applicable federal, state, and local laws, rules, and regulations, including, but not limited to, the provisions of the California Labor Code and California Public Contract Code which are applicable to this Work. ARTICLE 7. INDEMNIFICATION AND INSURANCE. A. Indemnification 1. To the fullest extent permitted by law, Contractor shall immediately defend (with counsel of the Authority’s choosing), indemnify, and hold harmless the Authority, its officials, officers, agents, employees, and representatives, and each of them from and against: (a) Any and all claims, demands, causes of action, costs, expenses, injuries, losses or liabilities, in law or in equity, of every kind or nature whatsoever, but not limited to, injury to or death, including wrongful death, of any person, and damages to or destruction of property of any person, arising out of, related to, or in any manner directly or indirectly connected with the Work or this Contract, including claims made by subcontractors for nonpayment, including without limitation the payment of all consequential damages and attorney’s fees and other related costs and expenses, however caused, regardless of whether the allegations are false, fraudulent, or groundless, and regardless of any negligence of the Authority or its officers, employees, or authorized volunteers (including passive negligence), except the sole negligence or willful misconduct or active negligence of the Authority or its officials, officers, employees, or authorized volunteers; (b) Contractor’s defense and indemnity obligation herein includes, but is not limited to damages, fines, penalties, attorney’s fees and costs arising from claims under the Americans with Disabilities Act (ADA) or other federal or state disability access or discrimination laws arising from Contractor’s Work during the course of construction of the im provements or after the Work is complete, as the result of defects or negligence in Contractor’s construction of the improvements; (c) Any and all actions, proceedings, damages, costs, expenses, fines, penalties or liabilities, in law or equity, of every kind or nature whatsoever, arising out of, resulting from, or on account of the violation of any governmental law or regulation, compliance with which is the responsibility of Contractor; (d) Any and all losses, expenses, damages (including damages to the Work itself), attorney’s fees, and other costs, including all costs of defense which 123 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 4 any of them may incur with respect to the failure, neglect, or refusal of Contractor to faithfully perform the Work and all of Contractor’s obligations under Contract. Such costs, expenses, and damages shall include all costs, including attorney’s fees, incurred by the indemnified parties in any lawsuit to which they are a party. 2. Contractor shall immediately defend, at Contractor’s own cost, expense and risk, with the counsel of the Authority choosing, any and all such aforesaid suits, actions or other legal proceedings of every kind that may be brought or instituted against the Authority, its officials, officers, agents, employees and representatives. Contractor shall pay and satisfy any judgment, award or decree that may be rendered against the Authority, its officials, officers, employees, agents, employees, and representatives, in any such suit, action or other legal proceeding. Contractor shall reimburse the Authority, its officials, officers, agents, employees, and representatives for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. The only limitations on this provision shall be those imposed by Civil Code section 2782. 3. The provisions of this Article shall survive the termination of this Contract howsoever caused, and no payment, partial payment, or acceptance of occupancy in whole or part of the Work shall waive or release any of the provisions of this Article. B. Insurance 1. Without limiting Contractor’s indemnification of Authority, and prior to commencement of Work, Contractor shall obtain, provide, and maintain at its own expense during the term of this Contract, policies of insurance of the type and amounts described below and in a form that is satisfactory to Authority. 2. General Liability Insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $2,000,000 per occurrence, $4,000,000 general aggregate, for bodily injury, personal injury, and property damage, and a $4,000,000 completed operations aggregate. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted. 3. Automobile Liability Insurance. Contractor shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with Work to be performed under this Contract, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. 4. Umbrella or Excess Liability Insurance. Contractor may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Contractor may obtain and maintain an umbrella or excess 124 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 5 liability insurance policy with limits that will provide bodily injury, personal injury, and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automotive liability and employer’s liability. Such policy or policies shall include the following terms and conditions: A drop-down feature requiring the policy to respond in the event that any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason; (a) Pay on behalf of wording as opposed to reimbursement; and (b) Concurrency of effective dates with primary policies; and (c) Policies shall “follow form” to the underlying primary policies; and (d) Insureds under primary policies shall also be insureds under the umbrella or excess policies. 5. Workers’ Compensation Insurance. Contractor shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000) for Contractor’s employees in accordance with the laws of the State of California, Section 3700 of the La bor Code. In addition, Contractor shall require each subcontractor to similarly maintain Workers’ Compensation Insurance and Employer’s Liability Insurance in accordance with the laws of the State of California, Section 3700 for all of the subcontractor’s employees. Contractor shall submit to Authority, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the Authority, its officers, agents, employees, and volunteers. 6. Fidelity Coverage. RESERVED. 7. Pollution Liability Insurance. Environmental Impairment Liability Insurance shall be written on a Contractor’s Pollution Liability form or other form acceptable to the Authority providing coverage for liability arising out of sudden, accidental, and gradual pollution and remediation. The policy limit shall be no less than $1,000,000 dollars per claim and in the aggregate. All activities contemplated in this Agreement shall be specifically scheduled on the policy as “covered operations”. The policy shall provide coverage for the hauling of waste from the Project site to the final disposal location, including non-owned disposal sites. C. Other Provisions or Requirements 1. Proof of Insurance. Contractor shall provide certificates of insurance to Authority as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by Authority’s Risk Manager prior to commencement of performance. Current certification of insuran ce shall 125 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 6 be kept on file with Authority at all times during the term of this contract. Authority reserves the right to require complete, certified copies of all required insurance policies, at any time. 2. Duration of Coverage. Contractor shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Work hereunder by Contractor, its agents, representatives, employees, or subcontractors. Contractor must maintain general liability and umbrella or excess liability insurance for as long as there is a statutory exposure to completed operations claims. The Authority and its officers, officials, employees, and agents shall continue as additional insureds under such policies. 3. Primary/Non-Contributing. Coverage provided by Contractor shall be primary and any insurance or self-insurance procured or maintained by Authority shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non - contributory basis for the benefit of Authority before the Authority’s own insurance or self-insurance shall be called upon to protect it as a named insured. 4. Products/Completed Operations Coverage. Products/completed operations coverage shall extend a minimum of three (3) years after project completion. Coverage shall be included on behalf of the insured for covered claims arising out of the actions of independent contractors. If the insured is using subcontractors, the Policy must include work performed “by or on behalf” of the insured. Policy shall contain no language that would invalidate or remove the insurer’s duty to defend or indemnify for claims or suits expressly excluded from coverage. Policy shall specifically provide for a duty to defend on the part of the insurer. The Authority, its officials, officers, agents, and employees, shall be included as additional insureds under the Products and Completed Operations coverage. 5. Authority’s Rights of Enforcement. In the event any policy of insurance required under this Contract does not comply with these requirements, or is canceled and not replaced, Authority has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by Authority will be promptly reimbursed by Contractor, or Authority will withhold amounts sufficient to pay premium from Contractor payments. In the alternative, Authority may cancel this Contract. 6. Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the Authority’s Risk Manager. 126 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 7 7. Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the , its elected or appointed officers, agents, officials, employees, and volunteers, or shall specifically allow Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against the Authority, its elected or appointed officers, agents, officials, employees, and volunteers and shall require similar written express waivers and insurance clauses from each of its subcontractors. 8. Enforcement of Contract Provisions (non estoppel). Contractor acknowledges and agrees that any actual or alleged failure on the part of the Authority to inform Contractor of non-compliance with any requirement imposes no additional obligations on the Authority nor does it waive any rights hereunder. 9. Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Contractor maintains higher limits than the minimums shown above, the Authority requires and shall be entitled to cove rage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Authority. 10. Notice of Cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to provide to Authority with a thirty (30) Day notice of cancellation (except for nonpayment for which a ten (10) Day notice is required) or nonrenewal of coverage for each required coverage. 11. Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability policies shall provide or be endorsed to provide that the Authority and its officers, officials, employees, agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. Coverage shall be at least as broad as coverage provided by ISO’s Owners, Lessees, or Contractors Additional Insured Endorsement for the ongoing (i.e. ISO Form CG 20 10 07 04) and completed operations (i.e. ISO Form CG 20 37 07 04) of Contractor. 12. Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to Authority and approved of in writing. 13. Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions. 14. Pass Through Clause. Contractor agrees to ensure that its sub-consultants, 127 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 8 sub-contractors, and any other party involved with the Project who is brought onto or involved in the project by Contractor, provide the same minimum insurance coverage and endorsements required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the Project will be submitted to Authority for review. 15. Authority’s Right to Revise Requirements. The Authority or its Risk Manager reserves the right at any time during the term of the contract to cha nge the amounts and types of insurance required by giving the Contractor ninety (90) Days advance written notice of such change. If such change results in substantial additional cost to the Contractor, the Authority and Contractor may renegotiate Contractor’s compensation. If the Authority reduces the insurance requirements, the change shall go into effect immediately and require no advanced written notice. 16. Self-Insured Retentions. Any self-insured retentions must be declared to and approved by Authority. Authority reserves the right to require that self- insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by Authority. 17. Timely Notice of Claims. Contractor shall give Authority prompt and timely notice of claims made or suits instituted that arise out of or result from Contractor’s performance under this Contract, and that involve or may involve coverage under any of the required liability policies. 18. Additional Insurance. Contractor shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the Work. 19. Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to: (A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures. ARTICLE 8. PREVAILING WAGES. Contractor shall be required to pay the prevailing rate of wages in accordance with the Labor 128 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 9 Code which such rates shall be made available at the Authority’s Office or may be obtained online at http://www.dir.ca.gov and which must be posted at the job site. ARTICLE 9. FALSE CLAIMS. Contractor acknowledges that if a false claim is submitted to the Authority, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that the False Claims Act, California Government Code sections 12650, et seq., provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include within their scope false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of the information. In the event the Authority seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorneys’ fees. Contractor hereby acknowledges that the filing of a false claim may the Contractor to an administrative debarment proceeding wherein Contractor may be prevented from further bidding on public contracts for a period of up to five (5) years. [SIGNATURES ON FOLLOWING PAGE] 129 Revised 01-2024 BBK 72500.00001\32374943.1 Contract No.__________ 10 1102034, A-General Engineering 2000000589 SIGNATURE PAGE TO CONTRACT FOR CONSTRUCTION BY AND BETWEEN PALM DESERT HOUSING AUTHORITY AND VAN ENGINEERING INC. IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written. CITY OF PALM DESERT By: Chris Escobedo Executive Director Attest: By: Anthony J. Mejia Secretary Approved as to form: By: Isra Shah General Counsel VAN ENGINEERING INC., A S- CORPORATION By: Name Title By: Name Title Contractor’s License Number and Classification DIR Registration Number Office Use: City Clerk QC: Contracts QC: Insurance Initial Review: Insurance Final: Bonds: 130 Contract No. ___________ Revised 11-2-20 BBK 72500.00001\32374915.1 PERFORMANCE BOND KNOW ALL PERSONS BY THESE PRESENTS: THAT WHEREAS, the Palm Desert Housing Authority (hereinafter referred to as “Authority”) has awarded to Van Engineering, Inc., (hereinafter referred to as the “Contractor”) an agreement for Taos Palms Apartments Site Improvements Project (hereinafter referred to as the “Project”). WHEREAS, the work to be performed by the Contractor is more particularly set forth in the Contract Documents for the Project dated November 18, 2025, (hereinafter referred to as “Contract Documents”), the terms and conditions of which are expressly incorporated herein by reference; and WHEREAS, the Contractor is required by said Contract Documents to perform the terms thereof and to furnish a bond for the faithful performance of said Contract Documents. NOW, THEREFORE, we, Van Engineering, Inc., the undersigned Contractor and _____________________________________________ as Surety, a corporation organized and duly authorized to transact business under the laws of the State of California, are held and firmly bound unto the City in the sum of Two Hundred Sixteen Thousand One Hundred Sixty-Three and 00/100 Dollars, ($216,163.00), said sum being not less than one hundred percent (100%) of the total amount of the Contract, for which amount well and truly to be made, we bind ourselves, our heirs, executors and administrators, successors and assigns, jointly and severally, firmly by these presents. THE CONDITION OF THIS OBLIGATION IS SUCH, that, if the Contractor, his or its heirs, executors, administrators, successors or assigns, shall in all things stand to and abide by, and well and truly keep and perform the covenants, conditions and agreements in the Contract Documents and any alteration thereof made as therein provided, on its part, to be kept and performed at the time and in the manner therein specified, and in all respects according to their intent and meaning; and shall faithfully fulfill all obligations including the one-year guarantee of all materials and workmanship; and shall indemnify and save harmless the Authority, its elected or appointed officers, and their respective agents, officials, employees, volunteers and representatives, as stipulated in said Contract Documents, then this obligation shall become null and void; otherwise it shall be and remain in full force and effect. As a condition precedent to the satisfactory completion of the Contract Documents, unless otherwise provided for in the Contract Documents, the above obligation shall hold good for a period of one (1) year after the acceptance of the work by Authority, during which time if Contractor shall fail to make full, complete, and satisfactory repair and replacements and totall y protect the Authority from loss or damage resulting from or caused by defective materials or faulty workmanship, Surety shall undertake and faithfully fulfill all such obligations. The obligations of Surety hereunder shall continue so long as any obligation of Contractor remains. Nothing herein shall limit the Authority’s rights or the Contractor or Surety’s obligations under the Contract, law, or equity, including, but not limited to, California Code of Civil Procedure section 337.15. Whenever Contractor shall be, and is declared by the Authority to be, in default under the Contract Documents, the Surety shall remedy the default pursuant to the Contract Documents, or shall promptly, at the City’s option: (1) Take over and complete the Project in accordance with all terms and conditions in the Contract Documents; or 131 Contract No. ___________ (2) Obtain a bid or bids for completing the Project in accordance with all terms and conditions in the Contract Documents and upon determination by Surety of the lowest responsive and responsible bidder, arrange for a Contract between such bidder, the Surety and the Authority, and make available as work progresses sufficient funds to pay the cost of completion of the Project, less the balance of the contract price, including other costs and damages for which Surety may be liable. The term “balance of the contract price” as used in this paragraph shall mean the total amount payable to Contractor by the City under the Contract and any modification thereto, less any amount previously paid by the City to the Contractor and any other set offs pursuant to the Contract Documents. (3) Permit the Authority to complete the Project in any manner consistent with local, California and federal law and make available as work progresses sufficient funds to pay the cost of completion of the Project, less the balance of the contract price, including other costs and damages for which Surety may be liable. The term “balance of the contract price” as used in this paragraph shall mean the total amount payable to Contractor by the Authority under the Contract and any modification thereto, less any amount previously paid by the Authority to the Contractor and any other set offs pursuant to the Contract Documents. Surety expressly agrees that the Authority may reject any contractor or subcontractor which may be proposed by Surety in fulfillment of its obligations in the event of default by the Contractor. Surety shall not utilize Contractor in completing the Project nor shall Surety accept a bid from Contractor for completion of the Project if the Authority, when declaring the Contractor in default, notifies Surety of the Authority’s objection to Contractor’s further participation in the completion of the Project. The Surety, for value received, hereby stipulates and agrees that no change, extension of time, alteration or addition to the terms of the Contract Documents or to the Project to be performed thereunder shall in any way affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration or addition to the terms of the Contract Documents or to the Project, including but not limited to the provisions of sections 2819 and 2845 of the California Civil Code. [SIGNATURES ON NEXT PAGE] 132 Contract No. ___________ IN WITNESS WHEREOF, we have hereunto set our hands and seals this _______ day of ______________, 20____. (Corporate Seal) Contractor/ Principal By _______________________________ Printed name: _______________________ Title: ______________________________ (Corporate Seal) Surety By: ________________________________ Printed Name: _______________________ Attorney-in-Fact (Attach Attorney-in-Fact Certificate) Signatures of those signing for the Contractor and Surety must be notarized and evidence of corporate authority attached. The rate of premium on this bond is ____________ per thousand. The total amount of premium charges, $_______________________________. (The above must be filled in by corporate attorney.) THIS IS A REQUIRED FORM Any claims under this bond may be addressed to: NOTE: A copy of the Power-of-Attorney authorizing the person signing on behalf of the Surety to do so must be attached hereto. 133 Contract No. ___________ NOTE: This acknowledgment is to be completed for Contractor/Principal. Notary Acknowledgment OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT 134 Contract No. ___________ NOTE: This acknowledgment is to be completed for the Attorney-in-Fact. The Power-of-Attorney to local representatives of the bonding company must also be attached. Notary Acknowledgment OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT 135 Contract No. ___________ PAYMENT BOND KNOW ALL PERSONS BY THESE PRESENTS That WHEREAS, the Palm Desert Housing Authority (hereinafter designated as the “Authority”), by action taken or a resolution passed January 22, 2026, has awarded to Van Engineering, Inc., hereinafter designated as the “Principal,” a contract for the work described as follows: Taos Palms Apartments Site Improvements Project (the “Project”).; and WHEREAS, the work to be performed by the Principal is more particularly set forth in the Contract Documents for the Project dated November 18, 2025, (“Contract Documents”), the terms and conditions of which are expressly incorporated by reference; and WHEREAS, said Principal is required to furnish a bond in connection with said contract; providing that if said Principal or any of its Subcontractors shall fail to pay for any materials, provisions, provender, equipment, or other supplies used in, upon, for or about the performance of the work contracted to be done, or for any work or labor done thereon of any kind, or for amounts due under the Unemployment Insurance Code or for any amounts required to be deducted, withheld, and paid over to the Employment Development Department from the wages of employees of said Principal and its Subcontractors with respect to such work or labor the Surety on this bond will pay for the same to the extent hereinafter set forth. NOW THEREFORE, we, the Principal and __________________________ as Surety, are held and firmly bound unto the Authority in the penal sum of Two Hundred Sixteen Thousand One Hundred Sixty-Three and 00/100 Dollars, ($216,163.00) lawful money of the United States of America, for the payment of which sum well and truly to be made, we bind ourselves, our heirs, executors, administrators, successors and assigns, jointly and severally, firmly by these presents. THE CONDITION OF THIS OBLIGATION IS SUCH that if said Principal, his or its subcontractors, heirs, executors, administrators, successors or assigns, shall fail to pay any of the persons named in Section 9100 of the Civil Code, fail to pay for any materials, provisions or other supplies, used in, upon, for or about the performance of the work contracted to be done, or for any work or labor thereon of any kind, or amounts due under the Unemployment Insurance Code with respect to work or labor performed under the contract, or for any amounts required to be deducted, withheld, and paid over to the Employment Development Department or Franchise Tax Board from the wages of employees of the contractor and his subcontractors pursuant to Section 18663 of the Revenue and Taxation Code, with respect to such work and labor the Surety or Sureties will pay for the same, in an amount not exceeding the sum herein above specified, and also, in case suit is brought upon this bond, all litigation expenses incurred by City in such suit, including reasonable attorneys’ fees, court costs, expert witness fees and investigation expenses. This bond shall inure to the benefit of any of the persons named in Section 9100 of the Civil Code so as to give a right of action to such persons or their assigns in any suit brought upon this bond. It is further stipulated and agreed that the Surety on this bond shall not be exonerated or released from the obligation of this bond by any change, extension of time for performance, addition, alteration or modification in, to, or of any contract, plans, specifications, or agreement pertaining or relating to any scheme or work of improvement herein above described, or pertaining or relating to the furnishing of labor, materials, or equipment therefore, nor by any change or modification of any terms of payment or extension of the time for any payment pertaining or 136 Contract No. ___________ relating to any scheme or work of improvement herein above described, nor by any rescission or attempted rescission of the contract, agreement or bond, nor by any conditions precedent or subsequent in the bond attempting to limit the right of recovery of claimants otherwise entitled to recover under any such contract or agreement or under the bond, nor by any fraud practiced by any person other than the claimant seeking to recover on the bond and that this bond be construed most strongly against the Surety and in favor of all persons for whose benefit such bond is given, and under no circumstances shall Surety be released from liability to those for whose benefit such bond has been given, by reason of any breach of contract between the owner or City and original contractor or on the part of any obligee named in such bond, but the sole conditions of recovery shall be that claimant is a person described in Section 9100 of the Civil Code, and has not been paid the full amount of his claim and that Surety does hereby waive notice of any such change, extension of time, addition, alteration or modification herein mentioned and the provisions of sections 2819 and 2845 of the California Civil Code. [SIGNATURES ON NEXT PAGE] 137 Contract No. ___________ IN WITNESS WHEREOF, we have hereunto set our hands and seals this _______ day of ______________, 20__. (Corporate Seal) Contractor/ Principal By:________________________________ Printed name: _______________________ Title: ______________________________ (Corporate Seal) Surety By: ________________________________ Printed Name: _______________________ Attorney-in-Fact (Attach Attorney-in-Fact Certificate) Signatures of those signing for the Contractor and Surety must be notarized and evidence of corporate authority attached. A Power-of-Attorney authorizing the person signing on behalf of the Surety to do so much be attached hereto. NOTE: A copy of the Power-of-Attorney authorizing the person signing on behalf of the Surety to do so must be attached hereto. 138 Contract No. ___________ NOTE: This acknowledgment is to be completed for Contractor/Principal. Notary Acknowledgment OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT 139 Contract No. ___________ NOTE: This acknowledgment is to be completed for the Attorney-in-Fact. The Power-of-Attorney to local representatives of the bonding company must also be attached. Notary Acknowledgment OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT 140 City of Palm Desert CP - Capital Improvement Projects Jess Culpeper, Director of Capital Projects 73-510 Fred Waring Drive, Palm Desert, CA 92260 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements RESPONSE DEADLINE: December 18, 2025 at 2:00 pm Report Generated: Tuesday, January 6, 2026 Van Engineering Inc Response CONTACT INFORMATION Company: Van Engineering Inc Email: estimating@van-inc.com Contact: Juan Garcia Address: 36520 VILLA DEL SOL Wildomar, CA 92595 Phone: N/A Website: N/A Submission Date: Dec 18, 2025 1:54 PM (Pacific Time) 141 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 2 ADDENDA CONFIRMATION Addendum #1 Confirmed Dec 17, 2025 7:59 PM by Juan Garcia QUESTIONNAIRE 1. BID ACKNOWLEDGMENT* To the Palm Desert Housing Authority, a municipal corporation, organized under the laws of the State of California, with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260. 1. In response to the Contract Documents for project number CHA00004and in accordance with the accompanying Instructions to Bidders, the undersigned hereby proposes to the Authority to furnish all labor, technical and professional services, supervision, materials and equipment, other than materials and equipment specified as furnished by the Authority, and to perform all operations necessary and required to construct the Project in accordance with the provisions of the Contract Documents and any addenda thereto, and at the prices stated opposite the respective items set forth in the Bid Schedule. 2. This Bid constitutes a firm offer to the Authority which cannot be withdrawn for 90 calendar days after the date set for opening of Bids, or until a Contract is executed by the Authority and a third party, whichever is earlier. 3. The undersigned certifies that it has examined and is fully familiar with all of the provisions of the Contract Documents and any addenda thereto; that it has carefully checked all of the words and figures shown in its Bid Schedule; that it has carefully reviewed the accuracy of all statements in this Bid and attachments hereto; and that it understands and agrees that the Authority will not be responsible for any errors or omissions on the part of the undersigned in preparing this Bid. 4. If awarded a Contract, the undersigned agrees to execute and deliver to the Authority within ten (10) Days after date of receipt of Notice of Award, a signed Contract and the necessary Performance Bond, Payment Bond, and Certificates of Insurance and Endorsements. 5. All Bid Forms, which have been completed and executed by undersigned Bidder, are incorporated by this reference and made a part of this Bid. 142 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 3 6. The undersigned is hereby representing that it is and will be properly licensed both at the time that it submits a Bid as wel l as at the time the Contract is awarded, if the Contract is awarded to the undersigned. A. If Individual Contractor. Undersigned certifies that it is now licensed in accordance with the provisions of the Contractor's License Law of the State of California; or B. If Joint Venture. Undersigned certifies that the individual members of the joint venture are now licensed in accordance with the provisions of the Contractor's License Law of the State of California. I hereby certify under penalty of perjury under the laws of the State of California that all of the information submitted in connection with this Bid and all of the representations made herein are true and correct. Confirmed 2. BID SCHEDULE* IMPORTANT: THE ELECTRONIC #BID SCHEDULE MUST BE COMPLETED BY EACH BIDDER AND PROPERLY SUBMITTED ON OPENGOV PROCUREMENT. FAILURE TO COMPLETE THE BID SCHEDULE WILL RESULT IN AN INCOMPLETE AND NON -RESPONSIVE BID. THE ELECTRONIC BID SCHEDULE WILL BE INCORPORATED INTO THE CONTRACT DOCUMENTS. The costs for any Work shown or required in the Contract Documents, but not specifically identified as a line item are to be included in the related line items and no additional compensation shall be due to Contractor for the performance of the Work. All blank spaces appearing in the Electronic Bid Schedule must be filled in. Failure to fill in any blank spaces may render the bid non-responsive. The estimated quantities for Unit Price items are for purposes of comparing Bids only and the Authority makes no representation that the actual quantities of work performed will not vary from the estimates. Final payment shall be determined by the Engineer f rom measured quantities of work performed based upon the Unit Price. If the Contract Documents specify Alternate Bid items, the Authority can choose to include any, all, or none of the Alternate Bid items in the Work. If the Authority selects any of the Alternate Bid items, the corresponding Alternate Bid prices shall be added to or deducted from Base Bid Price for the Work. The Authority can award/select Alternate Bid items at any time(s). 143 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 4 I certify that I have read, understood the above statement. Confirmed 3. BID GUARANTEE* IF SUBMITTING AN ORIGINAL BID BOND: Please download the Bid Bond Form under #ATTACHMENTS, and Mail or hand deliver in a sealed and labeled envelope including the Project Number, Project Title, and Project Due Date visible on the outside of the envelope to the City Clerk's Office located at 73-510 Fred Waring Drive, Palm Desert, CA 92260 before the bid submittal deadline. IF SUBMITTING CASH OR CASHIER'S CHECK: Mail or hand deliver in a sealed and labeled envelope including the Project Number, Project Title, and Project Due Date visible on the outside of the envelope to the City Clerk's Office located at 73 -510 Fred Waring Drive, Palm Desert, CA 92260 before the bid submittal deadline. IF SUBMITTING AN E-BID BOND: follow E-Bid Bond instructions. E-Bid Bond via Surety2000 (submitted electronically under E-Bid Bond) 4. E-Bid Bond Please enter your Bid Bond information from Surety2000 below ONLY IF YOU ARE NOT SUBMITTING A HARD COPY BID BOND, CASH, OR CASHIER'S CHECK. Bond ID: SCA1212166066 Vendor ID: 21425 5. Enter Surety Company "Name" who Issued Bid Guarantee * This information will be verified against the California Department of Insurance Website. United Surety Insurance Company Click to Verify Value will be copied to clipboard 144 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 5 6. DESIGNATION OF SUBCONTRACTORS* Please download the below documents, complete, and upload. • DESIGNATION_OF_SUBCONTRACTO... DESIGNATION_OF_SUBCONTRACTORS.pdf 7. BIDDER INFORMATION AND EXPERIENCE FORM* Please download the below documents, complete, and upload. • BIDDER_INFORMATION_AND_EXPE... BIDDER_INFORMATION_AND_EXPERIENCE_FORM.pdf 8. NON-COLLUSION DECLARATION* The undersigned declares: I am an authorized representative of my company, the party making the foregoing Bid, to certify the following. The Bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The Bid is genuine and not collusive or sham. The Bidder has not directly or indirectly induced or solicited any other Bidder to put in a false or sham bid. The Bidder has not directly or indirectly colluded, conspired, connived, or agreed with any Bidder or anyone else to put in a sham bid, or to refrain from bidding. The Bidder has not in any manner, directly or indirectly, sought by ag reement, communication, or conference with anyone to fix the Bid Price of the Bidder or any other Bidder, or to fix any overhead, profit, or cost element of the Bid Price, or of that of any other Bidder. All statements contained in the Bid are true. The Bidder has not, d irectly or indirectly, submitted his or her Bid Price or any breakdown thereof, or the contents thereof, or divulged information or data relativ e thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent there of to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose. Any person executing this declaration on behalf of a Bidder that is a corporation, partnership, joint venture, limited liabil ity company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the Bidder. I declare under penalty of perjury under the laws of the State of California that the for egoing is true and correct. 145 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 6 Confirmed 9. PUBLIC WORKS CONTRACTOR DIR REGISTRATION CERTIFICATION* Pursuant to Labor Code sections 1725.5 and 1771.1, all contractors and subcontractors that wish to bid on, be listed in a bid proposal, or enter into a contract to perform public work must be registered with the Department of Industrial Relations. See http://www.dir.ca.gov/Public-Works/PublicWorks.html for additional information. No bid will be accepted, nor any contract entered into without proof of the contractor’s and subcontractors’ current registration with the Department of Industrial Relations to perform public work. Bidder hereby certifies that it is aware of the registration requirements set forth in Labor Code sections 1725.5 and 1771.1 and is currently registered as a contractor with the Department of Industrial Relations. Unless Bidder is exempt pursuant to the small project exemption, Bidder further acknowledges: 1. Bidder shall maintain a current DIR registration for the duration of the project. 2. Bidder shall include the requirements of Labor Code sections 1725.5 and 1771.1 in its contract with subcontractors and ensure that all subcontractors are registered at the time of bid opening and maintain registration status for the duration of the project. 3. Failure to submit this form or comply with any of the above requirements may result in a finding that the bid is non- responsive. Confirmed 10. Enter your California Department of Industrial Relations (DIR) Registration number* Please enter your Public Works Contractor DIR Number. This will be verified against the state database. 2000000589 Click to Verify Value will be copied to clipboard 11. Enter your valid CA Contractors State License Board (CSLB) number* Please enter your License Number here. This will be verified against the state database. 146 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 7 1102034 Click to Verify Value will be copied to clipboard 12. CONTRACTOR’S CERTIFICATE REGARDING WORKERS’ COMPENSATION* I am aware of the provisions of section 3700 of the Labor Code which require every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this Contract. Confirmed 13. Fleet Compliance Certification* I hereby acknowledge that I have reviewed the California Air Resources Board’s policies, rules and regulations and are familiar with the requirements of Title 13, California Code of Regulations, Division 3, Chapter 9, effective on January 1, 2024 (the “Regulation ”). I hereby certify, subject to penalty for perjury, that the option checked below relating to the Bidder’s fleet, and/or that of their subcontractor(s) (“Fleet”) is true and correct: The Fleet is subject to the requirements of the Regulation, and the appropriate Certificate(s) of Reported Compliance have be en attached hereto. 14. Fleet Compliance Documentation* Please attach supporting documentation for the selection made in the above item. Doors_Van.pdf 15. SAM.gov* Please enter your legal entity name for SAM.gov verification. Van Engineering Inc Click to Verify Value will be copied to clipboard 147 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 8 16. Type of Business* S Corporation (if corporation, two signatures are required) 17. Type your Legal Company Name Here* State your Company's Name Here. This will be verified against the California Secretary of State's Website. Van Engineering Inc Click to Verify Value will be copied to clipboard 18. How many years has Bidder’s organization been in business as a Contractor? * 5 19. List the Signatory(s) Authorized to Sign and Bind an Agreement.* (If two (2) signatures are required, include the following information for both signatories) 1. Full Name 2. Title 3. Physical Business Address 4. Email Address 5. Phone Number Corporation (C-Corp): Requires two signatures from authorized officers— one from President or Vice President, and the other from the Secretary or Treasurer. An alternate signatory may be used if authorized by a Notarized Corporate Resolution or Article of Authority. LLC: Usually requires one signature from an authorized member or manager. For significant contracts (e.g., over $50,000 for construction or over $25,000 for service agreements), additional approvals or signatures may be required. Sole Proprietorship, Non-Profit, Single LLC: Only the one signature is necessary. 148 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 9 Vincenzo Nanci President -36520 villa del sol, wildomar ca 92595 951-331-1506 enzo@van-inc.com Vincenzo Nanci Secretary -36520 villa del sol, wildomar ca 92595 951-331-1506 enzo@van-inc.com 20. Nondiscrimination Certification* The City of Palm Desert is committed to promoting equal opportunity in its contracting activities. We ensure that all individuals seeking to do business with the city treat contractors, subcontractors, and employees fairly, without discrimination based on race, color, religion, ancestry, national origin, disability, medical condition, marital status, domestic partner status, sex, gender, gender identity, gender expression, sexual orientation, or membership in any other protected class. For any purchase exceeding $10,000, vendors must certify compliance with the City’s nondiscrimination policy (G.C. 3.30.200) before contract award. No contract will be awarded until the contractor submits this certification. By clicking the confirmation box below, the vendor certifies that they have read the code and agree to comply with its requirements. Failure to comply may result in termination of any agreement entered into with the vendor. Confirmed 21. Self Hauling - Waste Management* Will you be self-hauling? Yes (Must submit Waste Management Plan to Burrtec for Approval) 22. Federally required documents* 1. Section 3 Contract Clause (Exhibit 1) 2. New Hire Calculation Form (Exhibit 2) 3. Contractor’s Section 3 Affirmative Action Plan (Exhibit 8) with proof of publication 4. Section 3 Contract Award Considerations (Exhibit 9) with proof of publication 5. Women/Minority Business Owned Enterprises Good Faith Efforts (Exhibit 12) 149 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 10 6. Non-collusion Affidavit (Exhibit 15) 7. Federal Lobbyist Requirements Certification (Exhibit 16) 8. Certification and Understanding of Authorization (Exhibit 17) A. To be filed by subcontractor(s) as well 9. Additional Wage Rate Classification A. If the contractor needs an additional job classification, said contractor must submit with the bid proposal a written, signed request naming the work classification(s) and the wage rate(s), including proposed fringe benefits. Please download the below documents, complete, and upload. Please download the below documents, complete, and upload. • Federally_Required_Document... dcde5879-05f6-4ddc-9cdf-df2fb714e3bc_Federally_Required_Documents.pdf PRICE TABLES GENERAL BID ITEMS BID SCHEDULE A ITEMS (TAOS PALMS APARTMENTS) AS FOLLOWS: Line Item Description Quantity Unit of Measure Unit Cost Total A-1 MOBILIZATION 1 LS $30,000.00 $30,000.00 A-2 TEMPORARY TRAFFIC CONTROL AND PEDESTRIAN SAFETY 1 LS $10,000.00 $10,000.00 A-3 WATER POULLTION CONTROL PLAN (WPCP) 1 LS $2,500.00 $2,500.00 150 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 11 Line Item Description Quantity Unit of Measure Unit Cost Total A-4 TEMPORARY CONSTRUCTION PROJECT IDENTIFICATION SIGN 1 EA $1,500.00 $1,500.00 TOTAL $44,000.00 DEMOLITION BID ITEMS Line Item Description Quantity Unit of Measure Unit Cost Total A-5 SAWCUT & REMOVE EXISTING PCC DRIVEWAY 512 SF $4.00 $2,048.00 A-6 SAWCUT & REMOVE EXISTING PCC SIDEWALK 652 SF $3.00 $1,956.00 A-7 SAWCUT & REMOVE EXISTING CURB & GUTTER 36 LF $10.00 $360.00 A-8 SAWCUT & REMOVE EXISTING STAMPED CONCRETE 527 SF $4.00 $2,108.00 A-9 REMOVE EXISTING ASPHALT CONCRETE (4” THICK) 9,530 SF $2.00 $19,060.00 A-10 REMOVE AND RELOCATE BACKFLOW PREVENTION DEVICE PER CVWD STANDARDS. CONTRACTOR TO INSTALL NEW PIPING AS REQUIRED TO RELOCATE BACK FLOW DEVICE. 1 EA $10,000.00 $10,000.00 A-11 REMOVE EXISTING BOLLARDS 2 EA $100.00 $200.00 TOTAL $35,732.00 CONSTRUCTION BID ITEMS 151 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 12 Line Item Description Quantity Unit of Measure Unit Cost Total A-12 CONSTRUCT PCC RESIDENTIAL DRIVEWAY PER DETAIL ON SHEET 765 SF $10.00 $7,650.00 A-13 CONSTRUCT 4” THICK PCC SIDEWALK PER CITY OF PALM DESERT STANDARD PLAN NO. 300 573 SF $7.00 $4,011.00 A-14 CONSTRUCT PCC CURB & GUTTER PER CITY OF PALM DESERT STANDARD PLAN NO. 403 28 LF $65.00 $1,820.00 A-15 CONSTRUCT 8" PCC CURB PER CITY OF PALM DESERT STANDARD PLAN NO. 400 20 LF $55.00 $1,100.00 A-16 CONSTRUCT 4” THICK ASPHALT CONCRETE PAVEMENT OVER 95% COMPACTED NATIVE 9,530 SF $4.50 $42,885.00 A-17 GRADE AREA BEHIND CURB AND CONSTRUCT 6” PVC SUMP DRAIN WITH ¾” GRAVEL AS SHOWN ON DETAIL A HEREON 1 LS $3,000.00 $3,000.00 A-18 INSTALL NEW CAST-IN-PLACE DETECTABLE WARNING SURFACE AS SHOWN WITH A MINIMUM OF 2” OF PCC SURROUNDING THE DETECTABLE WARING SURFACE. 1 EA $4,500.00 $4,500.00 A-19 REMOVE EXISTING WHEEL STOP AND INSTALL NEW PCC WHEEL STOP (4”H x 6” W x 6’L) ANCHORED WITH NO. 3 REBAR. 10 EA $175.00 $1,750.00 A-20 ADJUST WATER VALVUES AND CLEANOUTS TO GRADE 8 EA $250.00 $2,000.00 A-21 INSTALL PARKING LOT STRIPING AND MARKINGS 1 LS $10,000.00 $10,000.00 A-22 CONSTRUCT 6” THICK STAMPED CONCRETE TO MATCH PREVIOUS STYLE AND COLOR 390 SF $15.00 $5,850.00 A-23 INSTALL 4" SCH. 40 PVC TEE INLET CONNECTION WITH ATRIUM DRAIN COVER PER DETAIL 1 10 EA $250.00 $2,500.00 152 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 13 Line Item Description Quantity Unit of Measure Unit Cost Total A-24 INSTALL 4" SCH. 40 PVC ELBOW INLET CONNECTION WITH ATRIUM DRAIN COVER PER DETAIL 2 2 EA $350.00 $700.00 A-25 INSTALL 4" SCH. 40 PVC PIPE 359 LF $35.00 $12,565.00 A-26 INSTALL 4" SCH. 40 45 ELBOW AS SHOWN 8 EA $150.00 $1,200.00 A-27 CONSTRUCT 4" CURB CORE 2 EA $500.00 $1,000.00 A-28 INSTALL NEW 12”W x 24”L x 4”T PCC SPLASH BLOCK AT EXISITNG DRAIN DOWNSPOUT 11 EA $1,000.00 $11,000.00 A-29 CONSTRUCT NEW 8” x 8” x 16” CMU WALL ONE BLOCK TALL WITH CAP TO MATCH EXISITNG 8 LF $300.00 $2,400.00 A-30 CONSTRUCT NEW PCC VALLEY GUTTER PER CITY OF PALM DESERT STANDARD NO. 405 300 SF $30.00 $9,000.00 A-31 CONSTRUCT VARIABLE HEIGHT PCC RETAINING CURB PER CITY OF PALM DESERT STANDARD NO. 400, HEIGHT MODIFIED PER GRADING ON SHEET 4 15 SF $100.00 $1,500.00 TOTAL $126,431.00 LANDSCAPE BID ITEMS Line Item Description Quantity Unit of Measure Unit Cost Total L-1 MODIFY AND RESTORE EXISTING LANDSCAPING, IRRIGATION LINES, EQUIPEMNT AND HARDSCAPE AS NEEDED TO SATISFACTION OF CITY (Refer to Taos Palms Planting Detail Attachment) 1 LS $10,000.00 $10,000.00 153 [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT IFB No. 2025-IFB-212 Taos Palms Apartments Site Improvements [VAN ENGINEERING INC] RESPONSE DOCUMENT REPORT Invitation For Bid - Taos Palms Apartments Site Improvements Page 14 Line Item Description Quantity Unit of Measure Unit Cost Total TOTAL $10,000.00 154 Project Vicinity Map 155 156 Page 1 of 3 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Erica Powell, Management Analyst SUBJECT: APPROVE TEN-YEAR LOAN AGREEMENT WITH GOLDENVOICE FOR INSTALLATION OF ‘TAFFY’ ARTWORK BY STEPHANIE LIN AT CIVIC CENTER PARK RECOMMENDATION: 1. Approve a ten-year artwork Loan Agreement with Goldenvoice for the installation of Taffy by Stephanie Lin at Civic Center Park. 2. Approve expenditure in an amount not to exceed $180,070 payable to Goldenvoice for Artwork and installation costs. 3. Authorize the City Attorney to make non-monetary changes to the contract. 4. Authorize the City Manager to execute the agreement and any other documents necessary to complete the project. BACKGROUND/ANALYSIS: On November 13, 2025, staff presented a study session to the City Council regarding a proposed ten-year loan agreement with Goldenvoice for the installation of Taffy by Stephanie Lin at Civic Center Park. Staff identified the area south of the Skate Park and north of City Hall at Civic Center Park as a potential location. The site offers high visibility from San Pablo Avenue, convenient access from public parking, and strong integration with the City’s civic and cultural corridor. Goldenvoice’s Coachella Valley Music and Arts Festival is internationally recognized for commissioning large-scale, interactive public artworks that integrate shade and seating with the festival environment while celebrating desert aesthetics. Following each festival, selected works such as Taffy are deinstalled and made available for extended public exhibition throughout the Coachella Valley. PROJECT DESCRIPTION Taffy is an immersive sculptural installation composed of five vertical towers (ranging from 25 to 50 feet tall) constructed of lightweight framing wrapped in translucent, scalloped mesh fabric. The towers shift in color and tone as sunlight passes through, evo king Palm Desert’s midcentury design palette. Integrated circular benches provide shaded seating and an inviting gathering space for park visitors. Under the proposed terms, Goldenvoice would retain ownership of Taffy and, through The Public Art Company (PAC), manage all transportation, installation, and maintenance for the duration of the lease. Additionally, the City shall reimburse Goldenvoice for artwork maintenance expenses 157 City of Palm Desert Loan Agreement with Goldenvoice for Taffy by Stephanie Lin Page 2 of 3 in an amount not to exceed $5,000 per fiscal year. The City would prepare the site providing lighting, landscaping, foundation work, benches and coordinate ongoing site upkeep. Legal Review: This report has been reviewed by the City Attorney’s Office. Appointed Body Recommendation: At its regular meeting on July 9, 2025, the Cultural Arts Committee voted 6–1 to recommend City Council approval of a ten-year loan agreement for Taffy by artist Stephanie Lin for installation at Civic Center Park, including City-funded site enhancements. The Parks and Recreation Committee reviewed the proposal on August 5, 2025, and expressed favorable feedback. FINANCIAL IMPACT: The total project cost is not expected to exceed $300,000 and will be funded entirely through the FY 2025/26 Public Art Capital Projects Account No. 4364650-4400100. Artwork and Installation Costs Artist and The Public Art Company (PAC) Fee $68,500 Estimated transportation and installation costs $95,200 10% contingency $16,370 Subtotal $180,070 Estimated City Site Enhancement Costs Landscaping, lighting, benches, foundations, etc. $119,930 Total $300,000 The City will reimburse Goldenvoice up to $5,000 annually for artwork maintenance. Maintenance expenses will be budgeted for annually in the Public Art Repair and Maintenance Account No. 4364650-4337200. No General Fund dollars will be used for this project. ATTACHMENTS: 1. Artwork Loan Agreement- Goldenvoice, LLC 2. Study Session Presentation, November 13, 2025 158 City of Palm Desert Loan Agreement with Goldenvoice for Taffy by Stephanie Lin Page 3 of 3 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant(s)/Appellant(s): _________________________ Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 159 160 1 LOAN AGREEMENT BY AND BETWEEN THE CITY OF PALM DESERT AND GOLDENVOICE, LLC, FOR THE PUBLIC ART DISPLAY OF “TAFFY” This Agreement is entered into this 22 day of January, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California 92260-2578, County of Riverside, State of California (“City”) and Goldenvoice, LLC, a Limited Liability Company with its principal place of business 425 W. 11th Street, Suite 500, Los Angeles, California 90015 (“Owner”). City and Owner are sometimes individually referred to herein as “Party” and collectively as “Parties.” RECITALS A. The Owner desires to loan to the City on a long-term basis an outdoor art piece entitled “TAFFY” created by Stephanie Lin (the “Artist”), which is comprised of five (5) vertical towers, ranging from 25 to 50 feet tall. The towers are built with lightweight, metal framing wrapped in a translucent scalloped mesh, metal fabric. The landscape footprint is approximately 50 feet by 75 feet, as further depicted in Exhibit A attached hereto and incorporated herein (“Art Work”). B. City desires to borrow Art Work from Owner to exhibit outdoors at a public place located on San Pablo Avenue in the City of Palm Desert as is more particularly described in Exhibit A (“Display Site”). NOW THEREFORE, for good and valuable consideration, including, without limitation, the mutual promises, conditions, and agreements set forth herein, the City and the Owner agrees as follows: 1. Loan. Owner agrees to lend the Art Work to the City, and City agrees to borrow the Art Work from Owner, for the purpose of exhibiting the Art Work at the Display Site. Nothing in this paragraph prevents the City from choosing a different location for the display of the Art Work. 2. Term and Display Period. The term of the loan of the Art Work shall be for a period of 10 years starting on the date Art Work is installed during which time the Art Work shall be displayed at the Display Site (“Display Period”). The Display Period may be shortened or extended in duration by mutual agreement between Owner and City. Upon expiration of the Display Period, the agreement may be extended for an additional term of years, mutually agreed to by the parties. Notwithstanding the foregoing, City reserves the right, in its sole discretion, to remove from display or terminate the exhibition of the Art Work at any time by sending a written notice to the Owner of such decision. 3. Ownership. The Art Work is and shall remain the property of the Owner. Notwithstanding, the Owner grants to the City the right of possession in the Art Work for the term and purposes set forth in this Agreement. If Owner sells the Art Work during the term of this Agreement, under no circumstances shall the 161 2 sale of the Art Work terminate or adversely affect the City’s rights hereunder including, but not limited to, the City’s right to custody and possession during the initial Display Term. 4. License Reproduction Rights. Owner hereby grants a license to the City, in perpetuity, the right to photograph, film, videotape, or otherwise depict the Art Work at any time during the Display Period and to use such photographs, film, videotapes, or depictions in the regular course of dissemination of information, promotion and publicity relating to the Art Work or the City, including use of images of the Art Work on the City’s website. The foregoing does not grant the City any reproduction rights, merchandising rights, rights to produce collateral materials or any secondary commercial exploitation of any photographs, film, videotapes or depictions it takes of the Art Work unless expressly agreed to by the Owner in writing. City agrees to give “on-loan” and “artistic” credit to the Owner and the Artist, respectively, concurrently with all such uses. 5. Transportation, Installation, Maintenance, and Removal 5.1 Owner shall be responsible for arranging transportation and delivery of the Art Work to the Display Site, and for arranging installation of the Art Work at the Display Site, provided that City shall reimburse Owner for all expenses incurred by Owner in relation to such transportation, and installation of the Art Work at the Display Site (“Installation Expenses”), with the maximum amount of such reimbursable Installation Expenses not to exceed the amounts set forth in the budget attached as Exhibit B. The Installation Expenses shall be paid by City to Owner within 90 days upon receipt of Owner’s invoice with documentation of Owner’s expenses as required by the City following the completion of the installation. 5.2 Owner shall prepare the Display Site for the display of the Art Work and such preparation shall include the preparation, grading and installation of necessary foundations for the various components of the Art Work. Owner shall prepare plans and specifications satisfactory to the City Engineer for the foundation. Owner shall obtain all required City permits for the installation of the foundation and the Art Work. 5.3 City shall be responsible for procuring, installing, and paying for lighting of and landscaping for the Art Work. City shall install signage, which provides “on-loan” and “artistic” credit to the Owner and the Artist, respectively. 5.4 Owner shall be responsible for the maintenance of the Art Work, provided that City shall reimburse Owner for all expenses incurred by Owner in relation to the maintenance of the Art Work (“Maintenance Expenses”), with the maximum amount of such reimbursable Maintenance Expenses not to exceed Five Thousand Dollars and Zero Cents ($5,000.00) per year. The Maintenance Expenses shall be paid by City to Owner on a rolling basis, within ninety (90) days upon receipt of Owner’s invoice to be issued not more frequently than monthly 162 3 during the Display Period. The parties agree that no maintenance other than occasional cleaning and painting should be required unless tagged, painted or vandalized, in which case solvent will be necessary to remove any paint. 5.5. Owner shall be responsible for arranging the removal of the Artwork from the Display Site and for all associated costs, except when removal occurs prior to the end of the Display Period as a result of the City’s notification to Owner relinquishing possession of the Artwork pursuant to Section 2 above. In such case, the City shall be solely responsible for all costs related to such removal. 6. Insurance 6.1 Requirements. Without limiting Golden Voice’s indemnification of the City, Golden Voice shall obtain and maintain at its own expense during the term of this Agreement the following insurance coverage: 6.2 Commercial General Liability Insurance: Coverage of at least $1,000,000 per occurrence and $2,000,000 aggregate for bodily injury, personal injury, and property damage, naming the City, its officers, employees, and agents as Additional Insureds. Coverage shall be Primary and Non-Contributory with respect to any insurance maintained by the City, and the policy shall include a Waiver of Subrogation in favor of the City. 6.3 Automobile Liability Insurance: If applicable, coverage of at least $1,000,000 combined single limit per accident for owned, hired, or non- owned vehicles used in relation to the Display. Policy shall name the City as Additional Insured, provide Primary and Non-Contributory coverage, and include a Waiver of Subrogation in favor of the City. 6.4 Workers’ Compensation and Employers’ Liability Insurance: If applicable, Golden Voice shall maintain statutory Workers’ Compensation coverage in compliance with California law, with Employers’ Liability limits of not less than $1,000,000. Policy shall include a Waiver of Subrogation in favor of the City. 6.5 Proof of insurance shall be provided to the City prior to installation of the Display. Policies shall provide thirty (30) days’ written notice to the City of any cancellation or material modification of required coverage. 7. Liability for Damage or Injury, Indemnification 7.1 It is agreed to by the Parties, that the Art Work shall be displayed outside and shall be exposed to extremes of rain, wind, heat, sun, humidity and other features of weather, as well as dirt, pollution, insects, birds and other animals, and the possibility of theft, vandalism and malicious mischief. To this end, Owner hereby warrants that the Art Work is structurally sound and properly constructed as an outdoor work of art. In addition, Owner hereby releases and 163 4 holds City harmless from any liability for damage to or loss of the Art Work, and City shall not be responsible for the preservation of the Art Work, nor shall City have any liability for theft, loss or damage to the Art Work except for damage arising from City’s intentional misconduct. 7.2 City shall at all times during the term of this Agreement insure the Art Work for its fair market value, which the Parties agree is Six Hundred Fifty Thousand Dollars ($650,000.00), under a policy of insurance for risk of physical loss or damage. In the event such insurance is not adequate to cover losses which arise in connection with this Agreement, the City is not responsible for any such losses not covered by insurance. In no event shall City have any liability for damage to the Art Work or its foundations as a result of structural defects thereto or inherent vice. 7.3 City’s obligation to provide the insurance described in Section 7.2 is solely for the duration of the Display Period and only while the Art Work is located on City property. Owner is responsible and shall be liable for any damage, loss or destruction that may occur during transportation and delivery of the Art Work to and/or from the Display Site, and during installation and removal of the Art Work if Owner is performing the installation and removal. 7.4 Owner shall indemnify and hold City harmless from any and all claims, losses, damages, injuries, and/or liabilities, of any kind whatsoever, including reasonable attorney’s fees and costs, arising out of or related to the transportation, delivery, installation, maintenance, and/or removal of the Art Work if Owner is performing the installation and removal. Owner shall further indemnify and hold City harmless from any and all claims, losses, damages, injuries and/or liabilities, of any kind whatsoever, including reasonable attorney’s fees and costs, arising out of or related to any acts of negligence by Owner or Owner’s agents. 8. Addresses for Notices. Any notice, demand or document which any party is required or may desire to give or deliver to the other hereunder, shall be in writing and may be delivered personally or given by United States mail, certified, return receipt requested, postage prepaid, addressed as follows: To Owner: Goldenvoice, LLC 425 W. 11th Street, Suite 500 Los Angeles, California 90015 Attn: Chad Holden, Vice President To City: City of Palm Desert 73-510 Fred Waring Drive Palm Desert, California 92260 Attn: Erica Powell, Management Analyst Public Art 164 5 Either party shall have the right to designate a different address by notice similarly given. Any notice, demand or documents to be given, delivered or made by United States mail shall be deemed to have been given or delivered or made two (2) days after the day on which the same is postmarked by the United States mail, addressed as above provided, with postage thereon fully prepaid, if mailed via return receipt requested. Owner shall notify City promptly in writing (email shall suffice) if there is any change in ownership of the Art Work (whether through inter vivos transfer or death) or if there is a change in the identity or address of Owner. City assumes no responsibility to search for Owner if it cannot be reached at the address of record. 9. Entire Agreement. This Agreement represents the entire Agreement between City and Owner and no other representations, whether oral, written or implied, have been made nor may be relied upon by either City or Owner. This Agreement may be modified only by writing made after the date of this Agreement and signed by both City and Owner. 10. Governing Law. This Agreement is entered into in and shall be governed by the laws of the State of California. 11. Contract Administration. The City Manager or his designee shall administer the terms and conditions of this Agreement for the City. 12. Third Parties. The City shall have no obligation to any third parties under this Agreement. 13. Headings. The caption headings of the various sections and paragraphs of this Agreement are for convenience and identification only and shall not be deemed to limit, expand or define the contents of the respective sections or paragraphs. 14. Severability. Invalidation of any provision contained herein or the application thereof to any person or entity by judgment or court order shall in no way affect any of the other covenants, conditions, restrictions, or provisions hereof, or the application thereof to any other person or entity, and the same shall remain in full force and effect. 15. Successors and Assigns. The terms of this Agreement shall be binding upon and inure to the benefit of the respective heirs, successors in interest and assigns of the Parties hereto. [SIGNATURES ON FOLLOWING PAGE] 165 6 SIGNATURE PAGE TO LOAN AGREEMENT BY AND BETWEEN THE CITY OF PALM DESERT AND GOLDENVOICE, LLC, FOR THE PUBLIC ART DISPLAY OF “TAFFY” IN WITNESS WHEREOF, the Parties hereto have entered into this Agreement as of the day and year first above written. CITY OF PALM DESERT GOLDENVOICE, LLC ________________________________ ______________________ Chris Escobedo Chad Holden City Manager Vice President Attest: ______________________________ Anthony J. Mejia City Clerk Approved as to form: Isra Shah City Attorney 166 Exhibit “A” EXHIBIT “A” DESCRIPTION OF ART WORK TAFFY by Stephanie Lin TAFFY is comprised of five vertical towers, ranging from 25 to 50 feet tall. The towers are built with lightweight, metal framing wrapped in a translucent scalloped mesh, metal fabric. The landscape footprint is approximately 50 feet by 75 feet. Installation Location: Civic Center Park, south of Skate Park and east of San Pablo Avenue. 167 Exhibit “B” EXHIBIT “B” INSTALLATION BUDGET Owner shall oversee the transportation, engineering, and installation of TAFFY. Including the following: • Confirm the final installation location in coordination with the City, Public Art Company (PAC), and the Artist. • Lay out footing locations for the concrete contractor and review and approve formwork prior to the concrete pour. • Coordinate the transportation route and obtain any required oversized load permits in collaboration with Plaza Towing. • Schedule all required heavy equipment and crane operations, including the implementation of appropriate on-site safety protocols. • Oversee the installation and anchoring of the base sections. • Oversee the installation and guying of the upper sections. • Complete installation of all interior perforated materials and perform final paint touch-ups. • Not including electrical work or lighting. • Consulting and oversight. ITEM FEE Total:$180,070 168 CITY OF PALM DESERT STUDY SESSION NOVEMBER 13, 2025 LEASE AGREEMENTWITHGOLDENVOICE 169 RECOMMENDATION 1.Provide direction regarding a potential ten-year lease with Goldenvoice for installation of Taffy by Stephanie Lin at Civic Center Park. 2.Should the City Council determine the artwork or proposed location is not suitable, staff requests direction on maintaining collaboration with Goldenvoice and The Public Art Company to pursue future artwork. 170 Goldenvoice commissions large-scale, interactive art for the Coachella Festival. After each festival, select works are made available for public exhibition in the Coachella Valley. Civic Center Park identified as a prime site for visibility, accessibility, and community engagement. BACKGROUND 171 TAFFY BY STEPHANIE LIN Project Description Five vertical towers Midcentury Design palette Circular shaded benches The Public Art Company Oversees transport, installation, and maintenance Goldenvoice Retains ownership City of Palm Desert Responsible for site preparation - landscaping, lighting, foundation, benches 172 Tourism Boost: Builds on Coachella Festival’s global visibility Regional Marketing: Inclusion in campaigns by Palm Springs Life and Visit Greater Palm Springs Cultural Brand: Reinforces Palm Desert’s leadership in arts and placemaking Public–Private Partnership: Brings high-profile art at minimal City cost Long-Term Impact: Sustained engagement, photo ops, and community gatherings for 10 years ECONOMIC AND COMMUNITY BENEFITS 173 Artist and The Public Art Company Fee $68,500 Estimated transportation and installation costs $95,200 10% contingency $16, 370 Subtotal $180,070 Estimated Landscaping, lighting, benches, and foundations $119, 930 Total $300,00 Artwork and Installation Estimated Costs City of Palm Desert Estimated Costs 174 25' - 50' TALL 175 50' - MAY VARY 75' - MAY VARY 176 177 THANK YOU Any questions? 178 Page 1 of 2 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Cesar Lopez, Senior Engineer SUBJECT: RESOLUTION APPROVING FINAL TRACT MAP NO. 38640, LOCATED AT 73815 SHADOW MOUNTAIN DRIVE, WEST OF PORTOLA AVENUE. RECOMMENDATION: Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING FINAL TRACT MAP NO. 38640, LOCATED AT 73815 SHADOW MOUNTAIN DRIVE, WEST OF PORTOLA AVENUE.” BACKGROUND/ANALYSIS: On August 5, 2025, the Planning Commission approved Tentative Tract Map 38640 (TTM 38640) by Resolution No. 2896. The request by Robert Johnson (Applicant) was to subdivide a 0.31-acre property into four (4) residential lots to construct a single-story multi-family complex for condominium purposes and one (1) common lot for access, parking, drainage, and trash collection purposes located at 73815 Shadow Mountain Drive (APN 627-341-004). Resolution No. 2896 included Conditions of Approval for certain improvements to be constructed and impact fees to be paid. The City Engineer has determined that Final Tract Map (FTM 38640) meets the application requirements of the Subdivision Map Act and the City’s ordinances. The Final Map has been deemed technically correct by the City Engineer, and the Conditions of Approval in the resolution have been satisfied for FTM 38640. Applicant has entered into a Subdivision Improvement Agreement with bonds for the completion and payment of these improvements based on the Cost Estimates provided to the City and approved by the City Engineer. The Covenants, Conditions, and Restrictions (CC&Rs) of the Homeowner’s Association (HOA) document the maintenance obligations for the proposed site, which includes maintaining all lots reserved for open space, landscaping and storm drain purposes, and all landscaping located in the public right-of-way adjacent to private property. Legal Review: This report has been reviewed by the City Attorney’s Office. FINANCIAL IMPACT: There is no direct fiscal impact to the General Fund with this action. ATTACHMENTS: 1. Resolution 2026- 2. Tentative Tract Map 38640 3. Final Tract Map 38640 4. Subdivision Improvement Agreement and Bonds 179 City of Palm Desert Page 2 of 2 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☒ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☒ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant(s)/Appellant(s): _ Robert Johnson ______________________ Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 180 RESOLUTION NO. 2026-____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING FINAL TRACT MAP NO. 38640, LOCATED AT 73815 SHADOW MOUNTAIN DRIVE, WEST OF PORTOLA AVENUE. WHEREAS, Parcel Map conforms to the requirements of the Subdivision Map Act and City Ordinances; and WHEREAS, the Tentative Tract Map 38640 (TPM 38640) was approved on August 5, 2025 by Planning Commission Resolution 2896 to subdivide a 0.31-acre property into four (4) residential lots to construct a single-story multi-family complex for condominium purposes and one (1) common lot for access, parking, drainage, and trash collection purposes, totaling 4,944 square feet of gross floor area located at 73815 Shadow Mountain Drive (APN 627-341-004); and WHEREAS, the Final Subdivision Map of Tract Map 38640 has been deemed approved by the City Engineer; and WHEREAS, the Final Subdivision Map of Tract Map 38640, has met the Conditions of Approval for this project (Resolution Nos. 2896). NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows: SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference. SECTION 2. The Final Subdivision Map of Parcel Map 38640, City of Palm Desert, California, is hereby approved as the official map of said tract, subject to the conditions of the Tentative Map. SECTION 3. The Director of Development Services is directed to process the Parcel Map for recording upon receipt of the required payment of all fees. SECTION 4. Effective Date. This Resolution shall take effect immediately upon this adoption. ADOPTED ON ________________, 2026. EVAN TRUBEE, MAYOR ATTEST: ANTHONY J. MEJIA, CITY CLERK 181 Resolution No. 2026-____ Page 2 I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-___ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote: AYES: NOES: ABSENT: ABSTAIN: RECUSED: IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ______________, 2026. ANTHONY J. MEJIA CITY CLERK 182 CITY OF PALM DESERT DEPARTMENT OF DEVELOPMENT SERVICES APPROVED BY: C.C. RES. NO_________ STAFF LETTER P.C. RES. NO_________ ARC ACTION FORM BY: ____________________________________________ STAFF DATE CONSTRUCTION SHALL COMMENCE WITHIN ONE YEAR OF THE APPROVAL 10/08/2025kaguirre PP23-0009 x 2896 183 CITY OF PALM DESERT DEPARTMENT OF DEVELOPMENT SERVICES APPROVED BY: C.C. RES. NO_________ STAFF LETTER P.C. RES. NO_________ ARC ACTION FORM BY: ____________________________________________ STAFF DATE CONSTRUCTION SHALL COMMENCE WITHIN ONE YEAR OF THE APPROVAL 10/08/2025kaguirre PP23-0009 x 2896 184 185 186 187 188 Page 1 of 2 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Austin Yaple, Deputy Director of Finance Veronica Chavez, Director of Finance SUBJECT: RECEIVE AND FILE THE INDEPENDENT ACCOUNTANTS’ REPORT ON AGREED-UPON PROCEDURES PERFORMED ON THE MEASURE A TRANSPORTATION FUND FOR THE FISCAL YEAR ENDED JUNE 30, 2025 RECOMMENDATION: Receive and file the Independent Accountants’ Report on Agreed-Upon Procedures Performed on the Measure A Transportation Fund for the fiscal year ended June 30, 2025. BACKGROUND/ANALYSIS: The Measure A fund is a special revenue fund created to track funds received by the Riverside County Transportation Commission. In 1988, Riversid e County voters approved a half-cent sales tax, known as Measure A, to fund various highway improvements, local streets and roads maintenance, commuter assistance, and specialized transit projects. Conrad LLP performed the procedures, agreed to by the Riverside County Transportation Commission (RCTC), solely to assist RCTC with respect to an evaluation of the City of Palm Desert’s Measure A Transportation Fund and the degree of the City’s compliance with RCTC requirements for the year ended June 30, 202 5. The agreed-upon procedures report issued by Conrad LLP found the City to be in compliance with its Maintenance of Effort (MOE) requirements, but noted an accumulated excess fund balance of $17.1 million from prior-year revenues. The City has budgeted $25.1 million in Measure A expenditures in Fiscal Year 2025-26, which are anticipated to deplete the $17.1 million excess. Staff requests that the City Council receive and file the Report on Agreed -Upon Procedures Performed on the Measure A Transportation Fund for the fiscal year ending June 30, 2025. Legal Review: This report has been reviewed by the City Attorney’s Office FINANCIAL IMPACT: There is no fiscal impact to the General Fund associated with this action. ATTACHMENTS: 1. Independent Accountant’s Report on Applying Agreed-Upon Procedures 189 City of Palm Desert (Independent Accountant’s Report) Page 2 of 2 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant/Appellant: Not Applicable Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determination. Ea ch Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 190 CITY OF PALM DESERT, CALIFORNIA Report on Agreed-Upon Procedures Applied to Measure A – Local Streets and Roads Fiscal Year Ended June 30, 2025 191 __________________________________________________________________________________________________________________________________________________________________________________ 23161 Lake Center Drive, Suite 200, Lake Forest, CA 92630 ■ T: (949) 552-7700 ■ www.conradllp.com 1 Independent Accountant’s Report On Applying Agreed-Upon Procedures The Board of Commissioners Riverside County Transportation Commission Riverside, California We have performed the procedures enumerated below on Measure A - Local Streets and Roads Program of the City of Palm Desert, California (“City”) as of and for the year ended June 30, 2025. Riverside County Transportation Commission (“RCTC”) has agreed to and acknowledged that the procedures performed are appropriate to meet the intended purpose on whether the City was in compliance with the Measure A - Local Streets and Roads Program grant terms and conditions for the year ended June 30, 2025. Additionally, RCTC and the City have agreed to and acknowledged that the procedures performed are appropriate for their purposes. This report may not be suitable for any other purpose. The procedures performed may not address all of the items of interest to a user of this report and may not meet the needs of all users of this report and, as such, users are responsible for determining whether the procedures performed are appropriate for their purposes. The procedures and related findings are as follows: 1. Review the 2009 Measure A (“Ordinance 02-001”) compliance requirements. Western County jurisdictions are required to participate in the Transportation Uniform Mitigation Fee (“TUMF”) program and in the Multiple Species Habitat Conservation Plan (“MSHCP”), which are administered by the Western Riverside Council of Governments (“WRCOG”) and the Western Riverside County Regional Conservation Authority (“RCA”), respectively. Coachella Valley jurisdictions are required to participate in the TUMF program administered by the Coachella Valley Association of Governments (“CVAG”). Indicate participation in TUMF and/or MSHCP programs. Finding: No exceptions were noted as a result of applying this procedure. The City participates in the TUMF program administered by CVAG. 2. Obtain from RCTC the approved Five-Year Capital Improvement Plan (“CIP”) for the fiscal year. Finding: No exceptions were noted as a result of applying this procedure. 3. Obtain from the jurisdiction a detail general ledger and balance sheet for the fiscal year. a. Identify the amount of Measure A cash and investments recorded at the end of the fiscal year. Compare amount to Measure A fund balance and provide an explanation for any differences greater than 25% of fund balance. 192 Board of Commissioners Riverside County Transportation Commission Riverside, California 2 Finding: Measure A cash and investments were $17,640,933 at June 30, 2025. The difference between Measure A cash and investments of $17,640,933 and fund balance of $17,107,013 is $533,920 or 3.12% of the fund balance. b. Identify amounts due from other funds. Finding: There were no amounts due from other funds at June 30, 2025. c. Identify the components of ending fund balance for Measure A activity (e.g., nonspendable, restricted, assigned, committed, unassigned). Finding: Ending fund balance for Measure A activity was restricted in the amount of $17,107,013 at June 30, 2025. i. Identify the existence of any restatement of Measure A fund balance; inquire of management as to the reason for any restatement and provide a summary of the restatement items. Finding: We noted the restatement of Measure A fund balance at June 30, 2024 in the amount of $4,211 due to an interest allocation adjustment. Due to this adjusting journal entry, the fund balance and revenue increased as follows: Amount per FY 2024 Report Adjustment Amount Restated for FY 2024 Fund balance $ 23,386,003 $ 4,211 $ 23,390,214 Revenue $ 4,816,963 $ 4,211 $ 4,821,174 ii. Compare ending fund balance to total revenues for the current year and prior two years. If ending fund balance is greater than sum of total revenues for the three- year period, inquire of management as to the reason(s) for the accumulation of fund balance (e.g., status of specific projects included in the 5-Year CIP). Finding: We noted that the City’s ending fund balance was greater than the cumulative total revenues for the 3-year period as illustrated below. Revenue for year ended June 30, 2025 $ 4,461,600 Revenue for year ended June 30, 2024 4,821,174 Revenue for year ended June 30, 2023 4,398,556 Total Revenue for the 3-year period $ 13,681,330 Fund balance for year ended June 30, 2025 $ 17,107,013 The City management stated that the accumulation of funds will be depleted based on the city adopting an aggressive 5-year CIP plan that anticipates spending the majority of the accumulated Measure A funds in FY 2025/26. The City established a Capital Projects Department in fiscal year 2022/23, which has been tasked with the completion of several of these projects. 193 Board of Commissioners Riverside County Transportation Commission Riverside, California 3 The City’s plan to use the fund balance of $17,107,013 in the next year is illustrated below. Estimated Measure A Allocation Estimated Measure A Expenditure Ending Fund Balance Fund balance at 6/30/2025 $ - $ - $ 17,107,013 5-year CIP for 2025/26 3,129,000 18,525,000 1,711,013 5-year CIP for 2026/27 3,192,000 3,100,000 1,803,013 5-year CIP for 2027/28 3,256,000 3,200,000 1,859,013 5-year CIP for 2028/29 3,321,000 3,275,000 1,905,013 5-year CIP for 2029/30 $ 3,387,000 $ 3,300,000 $ 1,992,013 Based on the approved 5-year CIP for FY 2024/25, the City estimated current year expenditures to be $21,960,000. However, the current year actual expenditure was $10,744,801, which resulted in a shortfall of estimated expenditures of $11,215,199. The estimated unspent expenditure of $11,215,199 is primarily due to industry-wide delays for construction projects, including continued challenges with materials and labor availability, which have delayed some of the anticipated Measure A spending into subsequent periods. There is a concerted effort internally by the City to drawdown the accumulated surplus through planned and programmed projects. 4. Obtain an operating statement for Measure A activity for the fiscal year, including budget amounts; include the operating statement as an exhibit to the report. a. Review the revenues in the operating statement. i. Inquire of management as to what fund was used to record Measure A revenues received from RCTC and identify total revenues were for the fiscal year. Finding: The City accounts for Measure A revenues in its Measure A Fund (“Fund #213”). The City recorded total revenues in the amount of $4,461,600 for the fiscal year ended June 30, 2025. ii. Obtain from RCTC a listing of Measure A payments to the jurisdiction. 1. Compare the Measure A sales tax revenues recorded by the jurisdiction to the listing of payments made by RCTC. Finding: We identified no variances. The Measure A revenue recorded by the City and RCTC Measure A payment schedule was $3,337,580 for the fiscal year ended June 30, 2025. iii. Obtain from the jurisdiction an interest allocation schedule for the fiscal year. 194 Board of Commissioners Riverside County Transportation Commission Riverside, California 4 1. Identify the allocation amount of interest income to Measure A activity and what the amount of interest income was for the fiscal year. If no interest was allocated. Inquire of management as to reason for not allocating interest income. Finding: The City allocated interest in the amount of $1,124,020 to the Measure A activity for the fiscal year ended June 30, 2025. Allocated interest income of $1,124,020 is made up of interest income of $1,019,922 and Government Accounting Standard Board (“GASB”) 31 fair market value adjustment of $104,098. b. Review the expenditures in the operating statement. i. Inquire of management as to what fund is used to record Measure A expenditures and what the total expenditures for the fiscal year. Finding: The City accounts for Measure A expenditures in its Measure A Fund (“Fund #213”). The City recorded total expenditures in the amount of $10,744,801 for the fiscal year ended June 30, 2025. ii. Select expenditures for testing that comprise at least 20% of total expenditures. Finding: The City recorded Measure A expenditures in the amount of $10,744,801. We selected $2,179,073 or 20% for testing. 1. For the expenditures selected for testing, compare the dollar amount listed on the general ledger to the supporting documentation. Finding: No exceptions were noted as a result of applying this procedure. 2. For the expenditures selected for testing, review the 5-Year CIP and note if the project is included in the 5-Year CIP and is an allowable costs. Finding: Expenditures selected for testing were included in the 5-Year CIP and were allowable costs. No exceptions were noted as a result of applying this procedure. iii. Inquire of management as to the nature of any transfers in or out recorded in the Measure A fund. For any transfers out, determine if nature of transfer out was included in the 5-Year CIP. Finding: There were no transfers recorded in the Measure A Fund that were noted as a result of applying this procedure. iv. Inquire of management as to the amount of general or non-project-related indirect costs, if any, included in expenditures. If indirect costs exceed 8% of Measure A revenue, inquire of management as to the basis for indirect costs charged to 195 Board of Commissioners Riverside County Transportation Commission Riverside, California 5 Measure A. If indirect costs are identified, determine if such costs are included in the 5-Year CIP. Finding: Per discussion with management, there were no indirect costs recorded for the fiscal year ended June 30, 2025. v. Inquire of management as to the amount of debt service expenditures recorded in the Measure A fund and determine if such costs are included in the 5-Year CIP. Finding: There were no debt service expenditures recorded in the Measure A Fund that were noted as a result of applying this procedure. 1. Compare debt service expenditures to prior year amount. If debt service expenditures have increased or decreased at least 25%, inquire of management as to the reason for the change in debt service expenditures. Finding: There were no debt service expenditures recorded in the Measure A Fund that were noted as a result of applying this procedure. 5. Obtain from RCTC a listing of jurisdictions that participate in the Western County or Coachella Valley TUMF programs. a. If the jurisdiction is a participant in the TUMF program, select at least one disbursement for validation as to the amount remitted to WRCOG or CVAG, as applicable. Finding: We selected one disbursement of $164,563 for validation. The payment selected for testing indicated that the TUMF is collected and remitted to CVAG as required. b. Indicate the total amount of TUMF fees collected and remitted during the fiscal year. Finding: The total amount of TUMF collected and remitted during fiscal year ended June 30, 2025, were $508,725 and $502,705, respectively. The difference of $6,020 is illustrated below. Collected Remitted Total TUMF recorded for FY 2025 $ 508,725 $ 502,705 May 2024 TUMF remitted in July 2024 - (9,604) June 2025 TUMF remitted in July 2025 - 15,624 TUMF reconciled $ 508,725 $ 508,725 The $6,020 variance between TUMF collected and remitted was due to the City remitting May 2024 TUMF payment of $9,604 to CVAG in July 2024 and the City remitting June 2025 TUMF payment of $15,624 to CVAG in July 2025. 196 Board of Commissioners Riverside County Transportation Commission Riverside, California 6 6. Obtain from RCTC a listing of jurisdictions that participate in the Western County MSHCP program. a. If the jurisdiction is a participant in the MSHCP program, select at least one disbursement for validation as to the amount remitted to RCA, as applicable. Finding: The City is not a participant in the Western County MSHCP program. b. Inquire of management as to the existence of any fees collected in prior years and not remitted to RCA as of the end of the fiscal year. Finding: The City is not a participant in the Western County MSHCP program. c. Indicate the total amount of MSHCP fees collected and remitted during the fiscal year. Finding: The City is not a participant in the Western County MSHCP program. 7. Obtain from RCTC the MOE base year requirement, including supporting detail of the calculations for its city, and the carryover amount allowed as of the beginning of the fiscal year. a. Obtain from the city a calculation of its current year MOE amount in the format similar to its base year calculation. See Exhibit B. Finding: No exceptions were noted as a result of applying this procedure. b. Compare the current year MOE amounts from the General Fund to the general ledger. Finding: No exceptions were noted as a result of applying this procedure. c. Review the General Fund general ledger to determine if there were any transfers in to fund any MOE amounts. Finding: No transfers in were noted as a result of applying this procedure. d. Compare the amount of current year MOE expenditures to the MOE base requirement and add any excess to, or subtract any deficiency from, the carryover amount. Finding: We noted that current year MOE expenditures of $6,456,732 were greater than the MOE base requirement of $2,398,146 resulting in an excess of $4,058,586 for fiscal year ended June 30, 2025. e. If the amount of discretionary funds spent is less than the MOE base requirement (“MOE deficiency”), determine the amount of any prior year MOE carryover using the information obtained from RCTC and reduce the MOE deficiency by any available MOE carryover to determine an adjusted current year expenditure amount. 197 Board of Commissioners Riverside County Transportation Commission Riverside, California 7 Finding: No exceptions were noted as a result of applying this procedure. The City’s discretionary funds spent in the fiscal year ended June 30, 2025, exceeded the MOE base year requirement. The City’s MOE carryover at June 30, 2025 is calculated as follows: MOE excess at July 1, 2024 $ 21,218,721 Current year MOE expenditures 6,456,732 Less: MOE base requirement (2,398,146) Excess MOE for fiscal year ended June 30, 2025 4,058,586 MOE excess at June 30, 2025 $ 25,277,307 We were engaged by RCTC to perform this agreed-upon procedures engagement and conducted our engagement in accordance with attestation standards established by the American Institute of Certified Public Accountants. We were not engaged to and did not, conduct an examination or review engagement, the objective of which would be the expression of an opinion or conclusion, respectively on the Measure A - Local Streets and Roads Program compliance. Accordingly, we do not express such an opinion or conclusion. Had we performed additional procedures, other matters might have come to our attention that would have been reported to you. We are required to be independent of RCTC and the City to meet our other ethical responsibilities, in accordance with the relevant ethical requirements related to our agreed-upon procedures engagement. This report is intended solely for the information and use of the Board of Commissioners and management of RCTC and the City Council and management of the City of Palm Desert and is not intended to be, and should not be, used by anyone other than these specified parties. Lake Forest, California November 19, 2025 198 EXHIBIT A Variance From Final Budget Favorable Budget Actual (Unfavorable) Revenues: Measure A 3,328,000$ 3,337,580$ 9,580$ Reimbursements from other agencies - - - Interest income 875,600 1,124,020 248,420 Total revenues 4,203,600 4,461,600 258,000 Expenditures: Construction and maintenance 14,510,000 10,744,801 3,765,199 Total expenditures 14,510,000 10,744,801 3,765,199 Excess/(deficiency) of revenues over/(under) expenditures (10,306,400)$ (6,283,201)$ 4,023,199$ CITY OF PALM DESERT, CALIFORNIA Measure A Operating Statement Fiscal Year Ended June 30, 2025 (Unaudited) 8 199 CITY OF PALM DESERT, CALIFORNIA Measure A MOE Calculation For the Fiscal Year Ended June 30, 2025 (Unaudited) EXHIBIT B FY 2024/25 Construction and Maintenance Expenditures Report as of June 30, 2025 (Round to nearest dollar) Project Expenditures Included in General Ledger Total Cost General Fund Meas A City Funds Special Revenue Other Construction: 4134 - CV Link (CST00021)400$ -$ 400$ -$ -$ 4134 - Traffic Calming Program (CST00004)4,144 4,144 4250 - Cook Street Improvements (CTS00001)404,866 404,866 4250 - Haystack @ Hwy 74 (CST00003)373,245 373,245 4300 - Safe Routes to School Plan (MST00003 & CST00018)132,380 132,380 4300 - Vision Zero Strategy Program (GSS00001)647,834 647,834 4311 - CV Link (CST00021)2,372,501 1,704,823 667,678 4370 - Stormwater and Drainage Infrastructure Assessment (CDR00006)412,448 412,448 4385 - Cook Street Improvements (CTS00001)96,310 96,310 4385 - Vitalia Way Improvements (CTS00002)673,600 673,600 4565 - Haystack Traffic Calming (CST00006)629,876 629,876 4565 - Traffic Calming Program (CST00004)39,697 39,697 4633 - Bikeway & Pedestrian Improvements (CST00002 & MST00004)359,911 359,911 4670 - Bikeway & Pedestrian Improvements (CST00005)1,317,757 1,317,757 4670 - CV Link (CST00021)329,927 329,927 Maintenance: 4134 - Street Resurfacing Program (CSL00001, CST00023, CST00024, MST00008, & MST00014)913,914 625,318 288,596 4250 - Traffic Signal Maintenance 1,525,071 1,525,071 4250 - TS Hardware Upgrade Program (MTS00001)655,526 655,526 4250 - TS Operations & Capacity Project (MST00001)260,270 260,270 4250 - TS System Replacement (STS00001)70,452 70,452 4310 - Street Maintenance 2,716,903 2,716,903 4311 - El Paseo Curb Ramp Modifications (CST00025)1,010,440 1,010,440 4311 - Street Maintenance (SST00001)345,580 243,449 102,131 4311 - Street Resurfacing Program (CST00023 & CST00024)65,974 65,974 4312 - ADA Curb Ram Mods (MST00013)596,310 50,000 546,310 4314 - Drainage Maintenance (MDR00004)134,936 134,936 4315 - Street Striping Program (MST00002)886,800 886,800 4315 - TS Operations & Capacity Project (MTS00004)29,155 29,155 4317 - Traffic Signal Maintenance (CTS00004 & CTS00005)163,567 163,567 4330 - Corporation Yard Facility (n/a)348,914 215,989 132,925 4359 - Bridge Inspection & Repair Program (CST00011 & MFA00007)109,016 109,016 4370 - Drainage (CDR00003 & CDR00004)162,402 11,718 150,684 4370 - Street Maintenance (SST00001)24,114 24,114 4374 - Drainage (CDR00004)243,565 243,565 4396 - Drainage Maintenance 140,060 140,060 4614 - Median Landscape Maintenance 1,808,709 1,808,709 Expenditure Totals 21,915,963$ 8,366,121$ 10,744,801$ 1,946,234$ 858,807$ Construction:-$ -$ Maintenance:- - Deduct Totals 1,909,389$ 1,909,389$ Total GF Expenditures 8,366,121$ Minus Deductions 1,909,389 MOE Current Year 6,456,732 MOE Base Year Requirement (2,398,146) MOE Excess For Fiscal Year Ended June 30, 2025 4,058,586$ 1,909,389 1,909,389 Deductions for Special Consideration (Deductions Must Also Be Included in Project Expenditures Above): Funding Breakdown Engineering/Administrative Overhead Not Allocated to Specific Projects:1,909,389 1,909,389 Total Project Cost General Fund State Reason Why Project Expenditure Should Be Deducted from MOE Engineering/Administrative Overhead Not Allocated to Specific Projects: 9 200 Page 1 of 3 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Richard D. Cannone, AICP, Assistant City Manager SUBJECT: ALLOCATION OF FUNDS AND APPROVAL OF PURCHASE AND SALE AGREEMENT FOR THE ACQUISITION OF PROPERTY FOR DAVE ERWIN PARK ACCESS RECOMMENDATION: 1. Approve the allocation of $23,232 from the Capital Bond Funds Account No 4514618- 5000913 for the acquisition of approximately 2,122 square feet of property, as provided in Attachment 2, for right-of-way purposes to provide access to the soon-to-be-built Dave Erwin Park. 2. Approve the Purchase and Sale Agreement with the property owner at the rate of $11.00 per square foot, based on a 2023 appraisal. 3. Authorize the City Attorney to make any necessary non -monetary changes to the agreement. 4. Authorize the City Manager to execute all necessary documents to complete the acquisition. BACKGROUND/ANALYSIS: The City is in the process of developing Dave Erwin Park. To provide appropriate access to the park, the acquisition of a portion of an adjacent parcel (approximately 2,112 SF) is required for right-of-way purposes (see attachment 2). Staff initiated discussions with the property owner regarding a potential purchase of the required right-of-way. The owner has offered the property at $11.00 per square foot, based on a 2023 appraisal. At the time of the appraisal, Technology Drive had not yet been full y extended. With the roadway now completed and accepted by the City, it is possible that the current market value may be higher. This information was also provided as background to the City Council during the November 13, 2025, study session regarding the Millennium Specific Plan Development Agreement, to inform Council of right-of-way considerations associated with both the park and adjacent developments. Palm Communities are required, as a condition of approval, to acquire a portion of the area to provide access to a property it recently purchased from the City. Because additional right-of-way is needed, staff determined it would be more efficient for the City to lead the acquisition process rather than having multiple entities independently negotiate with the property owner. Palm Communities has been notified that it will be responsible for reimbursing the City for its proportional share of the acquisition, approximately 574 square feet. This reimbursement will be addressed through a separate agreement , which will be brought forward for City Council consideration at a future meeting. 201 City of Palm Desert Property Purchase – Dave Erwin Park Access Page 2 of 3 Environmental Review The proposed actions are exempt from review under the California Environmental Quality Act (CEQA) (Public Resources Code section 21000 et seq.) pursuant to CEQA Guidelines sections 15060(c)(2) and 15060(c)(3), because the actions will not result in a direct or reasonably foreseeable indirect physical change in the environment and do not constitute a “project” as defined in CEQA Guidelines section 15378. The actions are limited to approving funding and executing a purchase agreement to acquire approximately 2,122 square feet of property for right - of-way purposes, and do not authorize any construction or physical site disturbance. In addition, the actions are exempt under the commonsense exemption set forth in CEQA Guidelines section 15061(b)(3), because it can be seen with certainty that there is no possibility the actions may have a significant effect on the environment. A Notice of Exemption shall be filed with the County Clerk and State Clearinghouse in accordance with CEQA Guidelines section 15062. Legal Review: This report has been reviewed by the City Attorney’s Office. FINANCIAL IMPACT: Sufficient unencumbered funds in the amount of $2 3,232 are available in the Capital Bond Funds Account No. 4514618-5000913. ATTACHMENTS: 1. Draft Purchase and Sale Agreement 2. Parcel legal description and map 202 City of Palm Desert Property Purchase – Dave Erwin Park Access Page 3 of 3 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☒ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant(s)/Appellant(s): Not Applicable Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 203 204 1 PURCHASE AND SALE AGREEMENT AND ESCROW INSTRUCTIONS This PURCHASE AND SALE AGREEMENT AND ESCROW INSTRUCTIONS (this “Agreement”) is dated as of ________________, 2026 and is entered into by and between PALM DESERT UNIVERSITY GATEWAY, LLC, a Nebraska limited liability company (“SELLER”) and the CITY OF PALM DESERT, a California municipal corporation (“BUYER”). RECITALS A. SELLER is the owner of the fee simple interest in that certain real property constituting a portion of Assessor’s Parcel No. 694-120-030 in the City of Palm Desert, and consisting of approximately 2,112 square feet of vacant land (the “Property”), as legally described on Exhibit “A,” attached hereto and made a part hereof by this reference, and depicted on Exhibit “B,” attached hereto and made a part hereof by this reference. B. SELLER desires to sell the Property to BUYER, and BUYER desires to purchase the Property from SELLER, on the terms and conditions set forth in this Agreement. NOW, THEREFORE, in consideration of the foregoing premises, the mutual covenants and obligations contained herein, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, SELLER and BUYER hereto agree as follows: Section 1. Recitals. The recitals set forth above are true and correct and incorporated herein by this reference. Section 2. Purchase and Sale of Property. Subject to all of the terms, conditions, and provisions of this Agreement and for the consideration set forth below, SELLER hereby agrees to sell, convey, and transfer to BUYER and BUYER hereby agrees to acquire all of the right, title, and interest of SELLER in and to the Property. The Property will be conveyed to BUYER when the Purchase Price is paid in full in accordance with this Agreement. Section 3. Consideration. The total consideration to be paid by BUYER for the acquisition of the Property shall be Twenty Three Thousand Two Hundred Thirty Two Dollars ($23,232.00) (the “Purchase Price”). The Purchase Price shall be payable by BUYER to SELLER in accordance with the following terms and conditions: (a) Initial Deposit. Within three (3) Business Days following the Opening of Escrow (as defined below), BUYER shall deposit into Escrow (as defined below) the sum of One Thousand Dollars ($1,000.00), in the form of cash, which amount shall serve as an earnest money deposit (the “Earnest Money Deposit”). 205 2 (b) Closing Payment. The Purchase Price, less the Earnest Money Deposit shall be paid by BUYER to Escrow Agent, in the form of cash, pursuant to Section 7. (c) Independent Consideration. Notwithstanding anything herein to the contrary, One Hundred Dollars ($100.00) of the Earnest Money Deposit (the “Independent Consideration”) shall not be refundable to BUYER (except as provided in Section 16(b)) but shall represent consideration for the granting of the time periods herein contained for BUYER to exercise BUYER’s right to satisfy and approve all of BUYER's conditions herein contained, and shall not be applied toward the Purchase Price. Section 4. Opening of Escrow. (a) The transfer and sale of the Property shall take place through escrow (the “Escrow”), and such Escrow shall be administered by ________ of _______________________ (the “Escrow Agent”). The Escrow for the Property shall be deemed open (“Opening of Escrow”) upon the receipt by the Escrow Agent of a copy of this Agreement executed by SELLER and BUYER. The date of Opening of Escrow shall be memorialized by Escrow Agent in writing delivered to the parties. (c) If this Agreement is terminated or Escrow is cancelled as a result of a default by SELLER, then SELLER shall be solely responsible to the Escrow Agent for payment of all customary and reasonable escrow cancellation charges to the Escrow Agent without further or separate instruction to the Escrow Agent. If this Agreement is terminated or Escrow is cancelled for any reason other than SELLER’s default, then BUYER shall be solely responsible for the payment of all customary and reasonable escrow cancellation charges to the Escrow Agent without further or separate instruction to the Escrow Agent. Section 5. Due Diligence Period. (a) As used in this Agreement, the term “Due Diligence Period” means the period of time that will expire at 5:00 p.m. Pacific Time on the date that is forty-five (45) days after the date of the Opening of Escrow. The purpose of the Due Diligence Period is to allow BUYER the opportunity to investigate the condition and suitability of the Property for BUYER’s intended use. If BUYER finds the Property unsatisfactory for any reason, at its sole discretion, BUYER shall notify SELLER and Escrow Agent in writing prior to the expiration of the Due Diligence Period and, thereafter, SELLER and BUYER shall have no further obligation to each other, Escrow shall be cancelled at BUYER’s expense, this Agreement shall automatically terminate, and the parties shall each be relieved and discharged from all further responsibility or liability under this Agreement. If BUYER does not give written notice of termination to SELLER before the expiration of the Due Diligence Period, then BUYER will be deemed to have waived the termination right contemplated under this Section 5 and shall proceed with this Agreement, subject to all the other terms and conditions of this Agreement. (b) SELLER hereby grants to BUYER for use by BUYER and its employees, agents, representatives, contractors, and other persons accessing the Property by, through or with the permission or under the direction or auspices of BUYER, a limited and revocable license to enter upon the Property for purposes of (a) conducting BUYER’s due diligence inspection, and (b) obtaining data and making surveys and tests that are determined by BUYER to be reasonably necessary to determine (1) the physical condition of the Property, (2) whether any hazardous substances are present on the property, and (3) whether the Property is suitable for BUYER’s purposes. However, BUYER shall give SELLER forty-eight hours’ advance notice by email or 206 3 telephone of any planned access that involves work on the Property and BUYER shall not conduct Invasive Investigations without the written consent of SELLER. The term “Invasive Investigations” includes environmental testing, sampling, invasive testing, and boring into the soils. If BUYER desires to conduct any Invasive Investigations, it will first provide SELLER with a written statement describing the scope of any such Invasive Investigations. SELLER will not unreasonably withhold, condition, or delay its consent to any such Invasive Investigations and will be deemed to have given its consent to the specified scope of such Invasive Investigations if SELLER does not (within three (3) business days following receipt of the proposed scope of such Invasive Investigations) give BUYER a written statement identifying those items to which SELLER has an objection. If SELLER permits any Invasive Investigations during the Due Diligence Period, and those Invasive Investigations compromises any agent applied to prevent dust migration or blowing, such as a soil stabilizer or dust control agent, BUYER shall promptly restore the Property to substantially the same condition that existed prior to the Invasive Investigation. BUYER shall conduct any restoration work in a commercially reasonable manner and in compliance with all applicable laws and regulations. (c) If not already provided by SELLER to BUYER, within five (5) days following the Opening of Escrow, SELLER shall deliver to BUYER copies of the following materials (the “Property Information”) which SELLER has in its possession: (i) Copies of any existing title policy/commitment and any existing survey in SELLER’s possession or control that relate to the Property, including complete and legible copies of all instruments referred to in the title policy or commitment as conditions or exceptions to the title of the Property; (ii) All environmental reports, engineering studies, soil-bearing test data, and any similar reports and studies with respect to the Property; and (iii) Such other items in SELLER’s possession or under SELLER’s control reasonably related to BUYER’s investigation of the Property. (d) BUYER has the unrestricted right to use the Property Information, including reports and studies, in connection with BUYER’s review of the Property and BUYER’s efforts to obtain its permits and approvals. BUYER may make copies of the Property Information at BUYER’s expense and may share the Property Information with its attorneys and consultants who have an obligation of confidentiality to BUYER regarding the Property Information. If SELLER obtains new information about the Property during the Due Diligence Period that is material, SELLER shall promptly deliver a copy of that information or otherwise disclose such information in writing to BUYER. (e) BUYER acknowledges that the Property Information is being provided without any representation or warranty from SELLER. BUYER shall not hold SELLER liable for any claim regarding the accuracy or completeness of the information contained in the Property Information. Section 6. Contingencies. (a) Certificate of Compliance. Notwithstanding anything in this Agreement to the contrary, BUYER’s obligation to purchase and SELLER’s obligation to sell the Property shall be subject to BUYER recording a Certificate of Compliance (the “COC”) for the Property that (1) conforms the legal description of the Property to 207 4 the depiction contained in Exhibit A, and (2) results in a lot line adjustment that is satisfactory to BUYER and SELLER. Section 7. Close of Escrow. (a) As used herein, “Close of Escrow” means the date on which the conditions contained in this Agreement for the transfer of the Property have been satisf ied and the Deed is recorded by the Escrow Agent. The Property shall be transferred to BUYER at the Close of Escrow. BUYER shall designate a date for the Close of Escrow that is no later than twenty (20) days after the later of (i) the expiration of the due diligence period, and (ii) the recording of the COC. (b) Conditions to Buyer’s Performance. BUYER’s obligation to consummate the Close of Escrow is conditioned on all of the following: (1) SELLER’s Closing Deliveries. At the Close of Escrow, SELLER shall deliver the following to the Escrow Agent: (i) the Deed in recordable form executed by SELLER; (ii) an affidavit of non-foreign status of SELLER under the Foreign Investment in Real Property Tax Act; (iii) SELLER’s signature on a settlement statement prepared by the Escrow Agent that shows both SELLER’s and BUYER’s credits and debits consistent with this Agreement (the “Settlement Statement”); (iv) any transfer declarations required by applicable law; (v) an owner’s affidavit in form and substance reasonably acceptable to the Escrow Agent to delete the non-survey related standard, pre-printed exceptions; and (vi) any other customary closing documents in form and substance reasonably satisfactory to SELLER to consummate the sale of the Property. (2) Pre-Existing Obligations. SELLER shall have terminated any leases, contracts, rights of occupancy, and other agreements regarding the Property prior to the Close of Escrow. (3) Title Conditions Satisfied. The Escrow Agent shall be in a position to issue the Title Policy to BUYER in the amount of the Purchase Price with respect to the Property and subject only to the exceptions permitted by Section 9 of this Agreement. (4) SELLER’s Deliveries Complete. SELLER shall have delivered all of the documents and other items required pursuant to Section 7(b)(1) and shall have performed all other material obligations under this Agreement to be performed by SELLER at or prior to the Close of Escrow provided that SELLER shall have a reasonable opportunity to cure any such default after receiving written notice thereof from BUYER. (5) Representations True. All representations and warranties made by SELLER in this Agreement shall be true and correct in all material respects on and as of the Close of Escrow, as if made on and as of such date. (6) Contingencies. Each of the contingencies set forth in Section 6 shall have been satisfied or waived. 208 5 (c) Conditions to SELLER’s Performance. SELLER’s obligation to consummate the Close of Escrow is conditioned on all of the following: (1) BUYER’s Closing Deliveries. At the Close of Escrow, BUYER shall deliver the following: (i) the Purchase Price, less the Deposit, as adjusted for apportionments and other adjustments required under this Agreement; (ii) a payment for all other amounts BUYER is required to pay at the Close of Escrow, such as all escrow costs; (iii) BUYER’s signature on the Settlement Statement; (iv) any transfer declarations required by applicable law; and (v) any other customary closing documents in form and substance reasonably satisfactory to BUYER to consummate the sale of the Property. (2) BUYER's Deliveries Complete. BUYER shall have delivered all of the documents and other items required pursuant to Section 7(c)(1) and shall have performed all other material obligations to be performed by BUYER at or prior to the Close of Escrow provided that BUYER shall have a reasonable opportunity to cure any such default after receiving written notice thereof from SELLER. (3) Representations True. All representations and warranties made by BUYER in this Agreement shall be true and correct in all material respects on and as of the Close of Escrow, as if made on and as of such date. (4) Contingencies. Each of the contingencies set forth in Section 6 shall have been satisfied or waived. Section 8. Escrow Instructions. SELLER and BUYER each agree to execute and deliver to the Escrow Agent the customary supplemental written escrow instructions (consistent with the terms of this Agreement) of the Escrow Agent. In the event of a conflict between the additional terms of such customary supplemental escrow instructions of the Escrow Agent and the provisions of this Agreement, this Agreement shall supersede and be controlling. Upon any termination of this Agreement or cancellation of the Escrow, except as results from the default of SELLER, BUYER shall be solely responsible for the payment of the escrow cancellation charges of the Escrow Agent. Section 9. Title Report; Survey; Conveyance of Title. (a) On or before the Close of Escrow, SELLER shall deliver to the Escrow Agent the Grant Deed, in form attached hereto as Exhibit “C” (the “Deed”) duly executed and acknowledged by SELLER. The Deed shall grant fee simple marketable title to the Property to BUYER. The Escrow Agent shall record the Deed in the Official Records of Riverside County, California at the Close of Escrow. (b) Within five (5) days following the Opening of Escrow, SELLER shall use commercially reasonable efforts to cause to be delivered or otherwise made available to BUYER a current preliminary report from a title company of BUYER’s choice (the “Title Company”) 209 6 covering the Property, together with full and legible copies of all supporting documents (collectively, “Preliminary Report”). BUYER may further order a survey of the Property from a licensed surveyor sufficient to obtain an ALTA title insurance policy (“Survey”). The Title Company shall issue an ALTA Owner’s policy (“Title Policy”) at the Close of Escrow insuring fee title in BUYER, subject only to the Permitted Exceptions as determined hereunder, and together with such commercially reasonable endorsements as are required by BUYER: (c) BUYER shall notify SELLER in writing of BUYER’s disapproval of any exceptions, encumbrances, encroachments, or other defects shown in the Preliminary Report or the Survey (collectively, “Unpermitted Exceptions”) within fifteen (15) business days after receipt thereof, and any title exceptions which are not Unpermitted Exceptions will be considered permitted exceptions (“Permitted Exceptions”). Notwithstanding anything in this Agreement to the contrary, the following are deemed to be Unpermitted Exceptions: (i) monetary liens affecting title; and (ii) liens or encumbrances evidenced in any supplemental title report or additional Preliminary Title Report (and not reflected in the Preliminary Title Report) (items in (i) and (ii) collectively, the “Mandatory Removal Items”). SELLER shall cause Mandatory Removal Items to be removed as matters affecting title to the Property unless BUYER expressly assumes in writing the Mandatory Removal Items at the Close of Escrow. SELLER shall notify BUYER by the end of ten (10) business days after receipt of BUYER’s notice which Unpermitted Exceptions (other than the Mandatory Removal Items) that SELLER will not cure. If SELLER notifies BUYER that SELLER will not cure certain Unpermitted Exceptions (other than the Mandatory Removal Items), BUYER may, at its sole option, either: (i) terminate this Agreement; or (ii) elect to approve those Unpermitted Exceptions as Permitted Exceptions (other than the Mandatory Removal Items, which will never be deemed Permitted Exceptions). If title to the Property is not insurable subject only to the then Permitted Exceptions and cannot be made so insurable by the date designated for the Close of Escrow, BUYER may, at its sole option, terminate this Agreement or BUYER may waive its prior disapproval and elect to approve those Unpermitted Exception(s) as a Permitted Exception(s), whereupon this Agreement shall remain in full force and effect. If BUYER elects to terminate this Agreement because of Unpermitted Exceptions that SELLER refuses to cure, then SELLER shall pay any cancellation fee charged by the Title Company for the Preliminary Title Report and any escrow cancellation charges. Section 10. “As-Is” Sale; Covenants Regarding Condition. (a) BUYER acknowledges and agrees that the Property is being conveyed in an “AS IS”, “WHERE IS” condition and “WITH ALL FAULTS” as of the date of this Agreement and the date of Close of Escrow. Except as expressly set forth in this Agreement, no representations or warranties have been made or are made and no responsibility has been or is assumed by SELLER or by any officer, person, firm, agent, or representative acting or purporting to act on behalf of SELLER as to the condition or repair of the Property or the value, expense of operation, or income potential thereof, or as to any other fact or condition which has or might affect the Property or the condition, repair, value, expense of operation, or income potential of the Property or any portion thereof. BUYER further acknowledges and agrees that it has relied solely upon its own investigations of the Property and its own review of such information and documentation as it has deemed appropriate and is satisfied with the opportunity afforded for investigation. BUYER is not relying upon any statement or representation by SELLER or by any officer, person, firm, agent or representative acting or purporting to act on behalf of SELLER unless such statement or representation is specifically embodied in this Agreement, or the Exhibits attached hereto. Except as expressly set forth herein, SELLER makes no representations or warranties (1) as to whether the Property contains any Hazardous Substances, or (2) pertaining to the extent, location, or nature of any Hazardous Substances. Further, to the extent that SELLER has provided to BUYER 210 7 information from any inspection, engineering, or environmental reports concerning any Hazardous Substances, SELLER makes no representations or warranties with respect to any aspect of those reports, such as their contents, accuracy, completeness, or methodology of preparation. (b) Beginning at the Opening of Escrow and during the term of this Agreement, SELLER shall: (1) not to further encumber and not to place any further liens or encumbrances on the Property, including, but not limited to, covenants, conditions, restrictions, easements, liens, options to purchase, rights of first offer, leases, tenancies, or other possessory interests; (2) not authorize anyone other than BUYER to take an action that materially and adversely affects the physical condition of the Property or its soils; and (3) continue to manage, operate, and maintain the Property in substantially the same manner as SELLER performed those duties prior to the execution of this Agreement. Section 11. Closing Costs, Possession. (a) SELLER shall pay: (i) the cost of recording any releases of mortgages, liens, or encumbrances as required hereunder; (ii) the cost of an ALTA Standard Owner’s Policy in the amount of the Purchase Price; (iii) SELLER’s share of prorations, and (v) SELLER’s attorneys’ fees. BUYER shall pay: (i) the premium for any requested ALTA extended coverage title policy (to the extent the cost of such extended policy exceeds the cost of an ALTA Standard Owner’s Policy); (ii) the costs of the Survey and all requested title policy endorsements; (iii) the cost of any documentary or other transfer taxes payable on account of the conveyance of the Property to BUYER; (iv) the Escrow Agent’s fees and costs for the Escrow; (v) BUYER’s share of prorations, and (vi) BUYER’s attorneys’ fees. Any other costs shall be divided among the parties in accordance with practices as are customary for similar transactions in the region where the Property is located. (b) BUYER shall be entitled to exclusive possession of the Property immediately after the Close of Escrow. Section 12. Representations and Warranties. (a) SELLER hereby makes the following representations and warranties as of the date of this Agreement: (1) Power and Authority. SELLER has the legal power, right, and authority to enter into this Agreement and to execute the instruments and documents referenced herein, and to consummate the transaction contemplated hereby. (2) Requisite Action. SELLER has taken all requisite action and obtained all requisite consents in connection with entering into this Agreement and the instruments and documents referenced herein and the consummation of the transactions contemplated hereby, and no consent of any other party is required. (3) Enforceability of Agreement. The persons executing this Agreement and any instrument or document referenced herein on behalf of SELLER have been duly authorized to act on behalf of SELLER. This Agreement and any instrument or document delivered by SELLER under this Agreement is valid and legally binding on SELLER and enforceable against SELLER in accordance with its terms. 211 8 (4) No Violation. Neither the execution of this Agreement or the other instruments and documents referenced herein nor the performance by SELLER of its obligations hereunder and thereunder will result in a breach or constitute a default (1) under any agreement, document, instrument, or other obligation to which SELLER is a party or by which SELLER may be bound or (2) under law, statute, ordinance, rule, governmental regulation, state constitution, or any writ, injunction, order, or decree of any court or governmental body applicable to SELLER. (5) No Litigation. There is no pending or, to the best of SELLER’s knowledge, threatened claims, actions, allegations, or lawsuit of any kind, whether for personal injury, property damage, property taxes, or otherwise, that could affect the Property. (6) Contracts. There are no contracts or agreements to which SELLER is a party relating to the operation, maintenance, development, improvement, or ownership of the Property that will survive the Close of Escrow. (7) Hazardous Substances. To SELLER’s knowledge, except as disclosed in any Phase I Environmental Inspection Report delivered by SELLER to BUYER, the Property has not been used to generate, manufacture, refine, transport, treat, store, handle, dispose, transfer, produce, or process Hazardous Substances (defined below) or solid waste, except in compliance with all applicable federal, state, and local laws, rules, and regulations. SELLER has no knowledge of the presence, or of any Release (defined below), of any Hazardous Substances on the Property. For the purposes of this Agreement, “Hazardous Substances” includes, without limitation, asbestos, polychlorinated biphenyls, and petroleum (including crude oil or any fraction thereof), and materials or substances defined as “hazardous waste,” “hazardous substances,” “hazardous materials,” “pollutants,” or “toxic substances” in the Comprehensive Environmental Response Compensation and Liability Act of 1980, as amended by the Superfund Amendments and Reauthorization Act of 1986 (PL 99-499); the Hazardous Materials Transportation Act, 49 U.S.C. Section 1801, et. seq.; the Toxic Substance Control Act, 15 U.S.C. Section 2601, et. seq.; the Resource Conservation and Recovery Act, as amended, 42 U.S.C. Section 6901, et. seq.; the Federal Water Pollution Control Act, as amended, 33 U.S.C. Sect ion 1251, et. seq.; any environmental law promulgated by the State of California; and in the rules or regulations adopted and guidelines promulgated pursuant to said laws. “Release” means releasing, spilling, leaking, pumping, pouring, emitting, emptying, discharging, injecting, escaping, leaching, disposing, or dumping. All representations and warranties contained in this Section 12(a) are true and correct on the date hereof and will be true and correct in all material respects at the Close of Escrow. Th e representations and warranties in this Section 12(a) will survive as follows: (A) subsections (1) through and (4) shall survive indefinitely; (B) subsections (5) and (6) will survive for one year after the Close of Escrow; and (C) subsection (7) will survive for three years after the Close of Escrow. (b) Warranties and Representations by BUYER. BUYER hereby makes the following representations and warranties as of the date of this Agreement: (1) Power and Authority. BUYER has the legal power, right, and authority to enter into this Agreement and to execute the instruments and documents referenced herein, and to consummate the transaction contemplated hereby. (2) Requisite Action. BUYER has taken all requisite action and obtained all requisite consents in connection with entering into this Agreement and the 212 9 instruments and documents referenced herein and the consummation of the transactions contemplated hereby, and no consent of any other party is required. (3) Enforceability of Agreement. The persons executing this Agreement and any instrument or document referenced herein on behalf of BUYER have been duly authorized to act on behalf of BUYER. This Agreement and any instrument or document delivered by BUYER under this Agreement is valid and legally binding on BUYER and enforceable against BUYER in accordance with its terms. (4) No Violation. Neither the execution of this Agreement or the other instruments and documents referenced herein nor the performance by BUYER of its obligations hereunder and thereunder will result in a breach or constitute a default (1) under any agreement, document, instrument, or other obligation to which BUYER is a party or by which BUYER may be bound or (2) under law, statute, ordinance, rule, governmental regulation, state constitution, or any writ, injunction, order, or decree of any court or governmental body applicable to BUYER. All representations and warranties contained in this Section 12(b) are true and correct on the date hereof and will be true and correct in all material respects on the date of the Close of Escrow. All representations and warranties contained in this Section 12(b) and shall survive indefinitely. Section 13. Nonliability of Officials and Employees. No officer, official, employee or agent of either party shall be personally liable to the other party, or any successor in interest of such other party, for any obligation, or breach of any obligation, contained in this Agreement. Section 14. Indemnification. BUYER agrees to indemnify and hold SELLER and its owners, managers, officers, employees, and agents harmless from and against all damages, judgments, costs, expenses, and attorney’s fees arising from or related to any act or omission of BUYER in performing its investigations of the Property, except to the extent caused by the negligence or willful misconduct of SELLER. SELLER shall give BUYER written notice of the occurrence of a claim, litigation, or other matters for which SELLER seeks indemnity under this Section 14 as promptly as practicable following SELLER’S knowledge of the occurrence of such matter and SELLER shall reasonably cooperate with BUYER in the defense of any such claim or matter and shall not take any action that SELLER knows is likely to adversely affect BUYER’s defense of such matter. Section 16. Default. (a) Default by Buyer; Limitation on Liability; Liquidated Damages. IF BUYER REFUSES OR FAILS TO CONSUMMATE THE CLOSE OF ESCROW UNDER THIS AGREEMENT FOR ANY REASON OTHER THAN: (I) THE FAILURE OF AN EXPRESS CONDITION PRECEDENT TO BUYER’S OBLIGATION TO CLOSE, OR (II) ANY OTHER EXPRESS RIGHT OF BUYER SET FORTH IN THIS AGREEMENT TO TERMINATE THIS AGREEMENT, AND IF BUYER FAILS TO CURE ANY SUCH FAILURE TO COMPLETE THE CLOSE OF ESCROW WITHIN TEN (10) DAYS FOLLOWING RECEIPT OF A WRITTEN NOTICE FROM SELLER INDICATING THE NATURE OF ANY DEFAULT ON THE PART OF BUYER, SELLER SHALL RETAIN THE EARNEST MONEY DEPOSIT, PLUS ANY INTEREST ACCRUED THEREON, AS SELLER’S SOLE REMEDY FOR BUYER’S FAILURE TO CLOSE 213 10 OR FOR ANY DEFAULT ON THE PART OF BUYER UNDER THIS AGREEMENT, AND IN SUCH A CASE, BOTH PARTIES SHALL BE RELIEVED OF AND RELEASED FROM ANY FURTHER LIABILITY HEREUNDER. THE PARTIES HAVE AGREED THAT SELLER'S ACTUAL DAMAGES, IN THE EVENT OF A DEFAULT BY BUYER, WOULD BE EXTREMELY DIFFICULT OR IMPRACTICABLE TO DETERMINE. SELLER AND BUYER AGREE THAT THE EARNEST MONEY DEPOSIT, PLUS ANY INTEREST ACCRUED THEREON, IS A FAIR AND REASONABLE AMOUNT TO BE RETAINED BY SELLER AS AGREED AS LIQUIDATED DAMAGES IN LIGHT OF SELLER’S REMOVAL OF THE PROPERTY FROM THE MARKET AND THE COSTS INCURRED BY SELLER AND SHALL NOT CONSTITUTE A PENALTY OR A FORFEITURE. BY PLACING ITS INITIALS BELOW, EACH PARTY SPECIFICALLY CONFIRMS THE ACCURACY OF THE STATEMENTS MADE ABOVE AND THE FACT THAT EACH PARTY WAS REPRESENTED BY COUNSEL WHO EXPLAINED, AT THE TIME THIS AGREEMENT WAS MADE, THE CONSEQUENCES OF THIS LIQUIDATED DAMAGES PROVISION. INITIALS: SELLER: BUYER: (b) Default By Seller; Other Failure To Consummate Agreement. IN THE EVENT OF ANY DEFAULT ON THE PART OF SELLER UNDER THIS AGREEMENT, WHICH SELLER FAILS TO CURE WITHIN TEN (10) DAYS FOLLOWING RECEIPT OF A WRITTEN NOTICE, BUYER SHALL HAVE THE RIGHT, IN BUYER’S SOLE DISCRETION AND AS ITS SOLE AND ONLY REMEDIES HEREUNDER TO THE EXCLUSION OF ALL OTHER POTENTIAL REMEDIES, TO EITHER (I) TERMINATE THIS AGREEMENT AND RECEIVE THE EARNEST MONEY DEPOSIT (INCLUDING THE INDEPENDENT CONSIDERATION) PLUS ANY INTEREST ACCRUED THEREON, AND RECEIVE FROM SELLER ALL OF BUYER’S OUT OF POCKET THIRD PARTY COSTS AND EXPENSES IN CONNECTION WITH THIS TRANSACTION (BUT NOT TO EXCEED $7,500), IN WHICH EVENT THIS AGREEMENT SHALL AUTOMATICALLY TERMINATE AND BE OF NO FURTHER FORCE OR EFFECT AND NEITHER PARTY SHALL HAVE ANY FURTHER RIGHTS OR OBLIGATIONS HEREUNDER, OTHER THAN PURSUANT TO ANY PROVISION HEREOF WHICH EXPRESSLY SURVIVES THE TERMINATION OF THIS AGREEMENT; (II) BRING AN ACTION FOR SPECIFIC PERFORMANCE; OR (III) WAIVE SUCH DEFAULT AND PROCEED TO CONSUMMATE THE PURCHASE OF THE PROPERTY, WAIVING ANY CLAIM AGAINST SELLER AND RELEASING SELLER FROM ANY LIABILITY OR OBLIGATIONS IN CONNECTION WITH SUCH DEFAULT (PROVIDED THAT IN NO EVENT SHALL BUYER HAVE THE RIGHT TO WAIVE ANY OF SELLER’S CONDITIONS PRECEDENT HEREUNDER). INITIALS: SELLER: BUYER: Section 17. Broker Commissions. SELLER has an agency relationship with Lee and Associates and is being represented by Maggie Montez (the “SELLER’s Broker”). SELLER shall be solely responsible for any commissions due to SELLER’s Broker. SELLER and BUYER each represent and warrant to the other that, other than Lee and Associates, no other real estate agent or broker was involved in negotiating the transaction contemplated in this Agreement. If any claims for real estate commissions, fees or compensation arise in connection with this transaction, the party so incurring or causing such claims agrees to indemnify, defend, and hold harmless the 214 11 other party from any loss or damage, including attorneys’ fees, which the other party suffers because of those claims. Section 18. Natural Hazard Disclosures. As used herein, the term “Natural Hazard Area” means an area identified as natural hazard areas or natural hazards in the Natural Hazard Disclosure Act, California Government Code Sections 8589.3, 8589.4 and 51183.5, and California Public Resources Code Sections 2621.9, 2694 and 4136, and any successor statutes or laws (collectively, the “Natural Hazards Laws”). SELLER shall provide BUYER with a Natural Hazard Disclosure Statement (“Disclosure Statement”) in a form required by the Natural Hazards Laws by not less than twenty (20) days prior to the end of the Due Diligence Period. BUYER acknowledges that SELLER will retain the services of the Escrow Agent, or its agent, to examine the maps and other information made available to the public by government agencies for the purpose of enabling SELLER to fulfill its disclosure obligations with respect to the Natural Hazards Laws and to prepare the written report of the result of its examination (“Natural Hazards Report”). BUYER acknowledges that the Natural Hazards Report will fully and completely discharge SELLER from its disclosure obligations under the Natural Hazards Laws and under California Civil Code Sections 1102 through 1102.17. BUYER acknowledges and agrees that nothing contained in the Disclosure Statement releases BUYER from its obligation to fully investigate and satisfy itself with the condition of the Property, including, without limitation, whether the Property is located in any Natural Hazard Area. BUYER further acknowledges and agrees that the matters set forth in the Disclosure Statement or Natural Hazards Report may change on or prior to the Closing and that SELLER has no obligation to update, modify or supplement the Disclosure Statement or Natural Hazards Report. Section 19. Time of the Essence. Time is of the essence with respect to the Close of Escrow and all of the provisions of this Agreement. Section 20. Miscellaneous. (a) This Agreement may be executed in multiple counterparts, each of which shall be deemed an original and together shall constitute one and the same agreement, with one counterpart being delivered to each party hereto. (b) All periods of time referred to in this Agreement shall include all Saturdays, Sundays and state or national holidays, provided that if the date or last date to perform any act or give any notice with respect to this Agreement shall fall on a Friday, Saturday, Sunday or state or national holiday, such act or notice may be timely performed or given on the next succeeding day which is not a Friday, Saturday, Sunday or state or national holiday. (c) The unenforceability, invalidity, or illegality of any provision of this Agreement shall not render the other provisions hereof unenforceable, invalid, or illegal. (d) This Agreement shall bind and inure to the benefit of the parties, their respective heirs, successors and assigns. (e) This Agreement shall be construed, interpreted and applied in accordance with the laws of the State of California. Any litigation or arbitr ation regarding the Property or this Agreement will be brought in Riverside County Superior Court or conducted in Riverside County. 215 12 (f) No waiver of any breach or default shall be construed as a continuing waiver of any provision or as a waiver of any other or subsequent breach of any provision contained in this Agreement. (g) In the event of any action or proceeding to enforce or construe any of the provisions of this Agreement, the prevailing party in any such action or proceeding shall be entitled to reasonable attorneys’ fees and costs. (h) Time is of the essence of this Agreement. (i) No change or modification of the terms or provisions of this Agreement shall be deemed valid unless in writing and signed by both parties. Section 21 Notices. Any and all notices required or permitted to be given hereunder shall be in writing and shall be (i) personally delivered, (ii) sent by recognized overnight delivery service, or (iii) mailed by certified or registered mail, return receipt request ed, postage prepaid. Any such notice or communication shall be effective when received by the addressee or upon refusal of such delivery to the parties at the addresses indicated below: Any party may change its address by a notice given to the other party in the manner set forth above. Section 21. Entire Agreement (a) This Agreement and the exhibits attached hereto constitute the entire understanding and Agreement of the parties. (b) This Agreement integrates all of the terms and conditions mentioned herein or incidental hereto with respect to the Property. 216 13 (c) The headings to the paragraphs of this Agreement are for convenience of reference only, do not form a part of this Agreement and shall not in any way affect its interpretation. REMAINDER OF THIS PAGE LEFT BLANK INTENTIONALLY 217 14 IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement as of the dates set forth below. BUYER: CITY OF PALM DESERT, a California municipal corporation By: __________________________________ Date: ____________________ Chris Escobedo, City Manager ATTEST: APPROVED AS TO LEGAL FORM: By: ____________________________ By: __________________________ Anthony Mejia, MMC, City Clerk City Attorney, Best Best & Krieger LLP Date: __________________________ Date: ________________________ SELLER: PALM DESERT UNIVERSITY GATEWAY, LLC By: 8405 Management, Inc., its manager By: ____________________________ Yonatan Dotan, President Date: _________________ 218 15 CONSENT OF ESCROW AGENT The undersigned Escrow Agent hereby agrees to: (i) accept the foregoing Agreement; (ii) be Escrow Agent under said Agreement; (iii) to make all filings required under Section 6045 of the Internal Revenue Code of 1986, as amended; and (iv) be bound by said Agreement in the performance of its duties as Escrow Agent; provided, however, the undersigned shall have no obligations, liability or responsibility under (a) this Consent or otherwise, unless and until said Agreement, fully signed by the parties, has been delivered to the undersigned, or (b) any amendment to said Agreement unless and until the same is accepted by the undersigned in writing. Dated: __________________, 2026 __________ TITLE COMPANY By Title 219 16 EXHIBIT “A” Legal Description of Real Property 220 17 EXHIBIT “B” Depiction of Real Property 221 18 EXHIBIT “C” Form of Deed [See attached] 222 19 City of Palm Desert 73510 Fred Waring Drive Palm Desert, California 92260 Attention: Economic Development Director This document is exempt from the payment of a recording fee pursuant to Government Code §§ 6103, 27383 EXEMPT FROM DOCUMENTARY TRANSFER TAXES PURSUANT TO R & T CODE SECTION 11922 (Space Above This Line for Recorder’s Use Only) GRANT DEED For valuable consideration, the receipt and sufficiency of which is hereby acknowledged, Palm Desert University Gateway, LLC, a Nebraska limited liability company, hereby grants to the City of Palm Desert, a California municipal corporation, the real property located in the City of Palm Desert, County of Riverside, California, and more particularly described in Attachment No. 1 attached hereto and incorporated herein by this reference, together with all interests, privileges and easements appurtenant thereto and any and all improvements located thereon. PALM DESERT UNIVERSITY GATEWAY, LLC Date: _______________________, 20__By:[form document – do not execute] Name: [SIGNATURE MUST BE NOTARIZED] Title: 223 ACKNOWLEDGMENTS A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document. State of California ) County of ______________) On ____________________, before me, ____________________________, a Notary Public, personally appeared _______________________________, who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. WITNESS my hand and official seal. Signature 224 21 ATTACHMENT NO. 1 LEGAL DESCRIPTION 225 22 CERTIFICATE OF ACCEPTANCE OF GRANT DEED (City of Palm Desert) This is to certify that the interest in real property conveyed by the foregoing Grant Deed from PALM DESERT UNIVERSITY GATEWAY, LLC, a Nebraska limited liability company, to the CITY OF PALM DESERT, a California municipal corporation (“City”), is hereby accepted by the undersigned authorized officer on behalf of City, pursuant to authority conferred on such authorized officer by City, and City consents to recordation of such Grant Deed in the Official Records of the Recorder of the County of Riverside, California. CITY OF PALM DESERT, a California municipal corporation By: __________________________ Name: ________________________ Title: _________________________ Dated: ____________, 2026 226 227 228 Page 1 of 6 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Chris Gerry, Senior Project Manager SUBJECT: APPROVE WAYFINDING MASTER PLAN (PROJECT NO. MST00003) RECOMMENDATION: Approve the Citywide Wayfinding Master Plan and provide direction on the preferred naming convention for the Palm Desert Civic Center. BACKGROUND/ANALYSIS: The City of Palm Desert (City) has been undertaking a comprehensive effort to update and unify its directional and entry monument signage. Wayfinding signage assists residents and visitors in navigating to key destinations, while entry monument signage identifies major gateways and reinforces Palm Desert’s visual identity. This effort has included coordination with City departments, advisory bodies, and the broader community across multiple phases. A summary of prior meetings and key milestones is provided in Attachment 1. On May 22, 2025, the City Council approved the wayfinding and entry monument signage design set, establishing the preferred design direction for the Citywide Wayfinding Master Plan (Master Plan). Since that action, staff has continued working with the design consultant to refine signage placement, directional hierarchy, and naming conventions. The item today incorporates these refinements and is presented for final consideration of the Master Plan (Attachment 2). Wayfinding Framework: The wayfinding destinations, language, and placement are guided by principles that emerged as staff and the design consultant translated the system from concept to street -level application. This framework reflects how signs function in real-world conditions, how information is perceived by motorists and pedestrians, and aligns with prior City outreach and survey feedback emphasizing clarity, simplicity, and visual cohesion. This framework includes:  Less is more, particularly along key corridors such as El Paseo . The wayfinding system emphasizes restraint by reducing the overall number of signs and avoiding unnecessary message density, supporting both corridor aesthetics and sign legibility.  Limit single-destination signs where feasible. Wayfinding signs are designed to prioritize clarity by consolidating multiple related destinations on a single panel where appropriate, reducing the number of standalone signs and minimizing visual clutter.  Use clear, concise, and consistent language. Destination names are drafted to fit on a single line where possible, avoid compound phrasing, and maintain consistent terminology and naming conventions across the system. 229 City of Palm Desert Approve Wayfinding Master Plan Page 2 of 6  Establish Civic Center as the campus identity. The Civic Center is treated as a unified destination representing the broader civic campus, with internal wayfinding relied upon to direct visitors to individual facilities once onsite. Naming convention concepts for the campus are discussed later in this staff report. Signage Quantity and System Refinement: As the Master Plan advanced from concept to implementation, staff and the design consultant conducted a focused review of sign quantities and placement to ensure the system functions efficiently at the street level. This refinement emphasized consolidating messages, eliminating redundancies, and aligning sign types with how users encounter and navigate destinations. The proposed system reflects a more intentional distribution of destination, parking, and pedestrian signage. Destination and parking information is consolidated where appropriate to reduce standalone signs, while pedestrian-oriented signage is selectively introduced to support onsite navigation in key activity areas. These adjustments improve legibility, reduce visual clutter, and better align sign placement with user decision points. The table below summarizes the refinement of sign types across the system. Signage Type Existing Proposed Destinations 67 51 Parking 11 3 Pedestrian 0 4 Total: 78 58 Destination Naming and Prioritization: As part of finalizing the Master Plan, staff and the design consultant reviewed destination naming, abbreviations, and prioritization to ensure clarity, consistency, and legibility across the wayfinding system. Given physical sign size constraints and the need for quick comprehension at travel speeds, destination names were e valuated to balance formal accuracy with practical readability. The proposed language reflects commonly recognized destination names while remaining aligned with official facility titles and City standards. Destinations are organized into Primary and Secondary categories to establish a clear and functional hierarchy within the wayfinding system. This hierarchy considers overall wayfinding demand, sign capacity constraints, network coverage, and each destination’s role in citywide navigation. Primary destinations represent the City’s most significant and widely accessed civic, cultural, educational, and commercial anchors and serve as key orientation points for residents and visitors, warranting more consistent directional emphasis across multiple corridors. Secondary destinations may also have community recognition or cultural significance , but do not require the same level of directional repetition. For parks and recreational facilities, sites generally under 20 acres are generally categorized as Secon dary to maintain consistency, manage message density, and prioritize destinations with broader wayfinding demand. 230 City of Palm Desert Approve Wayfinding Master Plan Page 3 of 6 Primary and Secondary destinations can be found in the Master Plan (Attachment 2). As new destinations are constructed and become operational, staff will apply these same criteria to evaluate potential additions or refinements to the wayfinding system based on observed use patterns, access points, and navigational needs. Any proposed changes that may be considered substantial would be brought forward to the Active Transportation Program Subcommittee for recommendation and to City Council for consideration. The table below summarizes the recommended destination nomenclature, priority designation, and frequency of inclusion within the Master Plan. Proper Nomenclature Proposed Language Priority Frequency El Paseo El Paseo Primary 23 McCallum Theatre McCallum Theatre Primary 23 College of the Desert College of the Desert Primary 23 Palm Desert Civic Center Civic Center Primary 22 The Living Desert Zoo and Gardens The Living Desert Zoo Primary 18 University of California, Riverside - PD Campus UCR Primary 10 California State University, San Bernardino PD Campus CSUSB Primary 9 Desert Willow Golf Resort Desert Willow Primary 9 The Joslyn Center The Joslyn Center Secondary 6 Historical Society of Palm Desert Historical Society Secondary 5 Cahuilla Hills Park Cahuilla Hills Park Secondary 5 Freedom Park Freedom Park Secondary 4 Cap Homme / Ralph Adams Park Homme Adams Park Secondary 2 Hovley Soccer Park Hovley Soccer Park Secondary 2 Entrada Del Paseo Entrada Del Paseo Secondary 2 Artists Center at the Galen Artists Center Secondary 2 Eric Johnson Memorial Gardens Eric Johnson Gardens Secondary 2 Proposed Naming Revisions: Most of the naming conventions above remain consistent or slightly modified within the existing wayfinding system. Notable recommended revisions include:  The Living Desert Zoo: The Living Desert Zoo and Gardens is referenced using three naming conventions across the existing wayfinding system. Following coordination with The Living Desert Zoo and Gardens, staff recommends the use of “The Living Desert Zoo.” This abbreviated form maintains alignment with the organization’s identity and allows the destination name to fit clearly and consistently within the available sign panel dimensions.  Entrada Del Paseo: While the existing wayfinding system includes destinations located within Entrada Del Paseo, it does not reference the paseo itself, instead i dentifying individual tenants such as the Chamber of Commerce and Artists Center. Staff recommends incorporating “Entrada Del Paseo” as a named destination, along with Artists Center and Eric Johnson Gardens, to better reflect the broader district, improve visitor orientation, and more accurately represent the diverse uses at that location. 231 City of Palm Desert Approve Wayfinding Master Plan Page 4 of 6  Palm Desert Civic Center: The existing wayfinding system references this destination as “Civic Center / Park.” Given the breadth of civic, cultural, recreational, and community uses located within the Civic Center campus, staff recommends simplifying the destination name to “Civic Center.” This approach recognizes the site as a multi-use civic hub rather than a single park facility and aligns with the Master Plan’s goal of reducing compound phrases for visual consistency and readability. On December 10, 2025, the Active Transportation Program Subcommittee requested additional consideration of this naming convention. In response, staff evaluated the following options for Council consideration: 1. Retain the existing “Civic Center / Park” terminology, acknowledging its familiarity, while noting this naming convention would represent a n exception to the Master Plan’s approach of minimizing compound phrasing. 2. Adopt “Civic Center” as the primary destination , allowing the broader campus to be identified at the corridor level while relying on new or existing internal wayfinding to direct visitors to specific facilities once onsite; and 3. Consider rebranding the campus, recognizing that while the site functions as a civic center in form, an alternative name could better reflect its evolving and diverse mix of uses. If the City were ever to pursue renaming the campus, implementation of this Master Plan may represent an opportune time to do so. Conclusion: Staff recommends approval of the Master Plan, including the proposed destination hierarchy, naming conventions, and signage refinements. While Civic Center naming approaches are presented for Council consideration, approval of the Master Plan is not contingent upon selecting a final Civic Center name, and will allow staff to proceed with implementation, including procurement and eventual construction. Legal Review: This report has been reviewed by the City Attorney’s Office. FINANCIAL IMPACT: The Wayfinding Master Plan, along with the estimated implementation costs, is included in the approved Fiscal Year 2025–26 Financial Plan and Capital Improvement Project (CIP) List under Measure A and Bond Funds. Therefore, approval of the Master Plan results in no current financial impact to the General Fund. The table below illustrates the project budget and expenditures to date: Description Budget Expenses Balance FY 24/25 2134300-5000910 (Master Plan) $162,500 2134300-5000910 (Wayfinding) $1,875,000 4514300-4400100 (Monument) $1,200,000 Design Wayfinding Master Plan – A46980 $87,500 232 City of Palm Desert Approve Wayfinding Master Plan Page 5 of 6 Contingency – A46980 $20,000 Design Entry Monument – A47210 $55,000 Total $3,237,500 $162,500 $3,075,000 Costs associated with implementation of the Wayfinding Master Plan will be considered and addressed through subsequent City Council actions. ATTACHMENTS: 1. Project History Summary 2. Wayfinding Master Plan 3. PowerPoint Presentation 233 City of Palm Desert Approve Wayfinding Master Plan Page 6 of 6 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant(s)/Appellant(s): _________________________ Councilmembers should review any campaign contributions received within the las t 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determination. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 234 Attachment 1 Project History Summary and Key Milestones Date Milestone March 2023  City Council held a study session to evaluate citywide wayfinding and entry monument signage.  Requested staff to develop a new wayfinding master plan and design three entry monument signs. November 2023  City issued a Request for Proposal (RFP) to design the master plan and received seven proposals. January 2024  City approved an administrative agreement with Selbert Perkins Design (Consultant) to develop the master plan. January 2024  City issued an RFP for the design of new entry monument signs and received five proposals. March 2024  City approved an administrative agreement with Selbert Perkins Design to develop the new entry monument signs. March 2024  City and Consultant conducted a community survey to gather feedback on existing wayfinding system (73 responses). October 2024  Active Transportation Program (ATP) Subcommittee presented initial design concepts; requested design revisions. November 2024  City and Consultant conducted community survey to receive input on designs of wayfinding and monument signage (603 responses). January 2025  Architectural Review Commission presented designs of wayfinding and monument signage. February 2025  City Council presented the designs of the wayfinding and monument signage; requested design revisions. April 2025  El Paseo Parking and Business Improvement District Board presented an update on the wayfinding and monument signage. April 2025  ATP Subcommittee reviewed and recommended the revised wayfinding designs for full Council consideration. May 2025  City Council approved the revised wayfinding and monument sign design sets. October 2025  ATP Subcommittee presented wayfinding destinations, language and placement; requested design revisions. December 2025  ATP Subcommittee presented update and asked remaining questions prior to full Council consideration; received input. 235 236 City of Palm Desert Master Plan Brand GuideMAY 28, 2020 Signage & Wayfinding Master Plan Report January 05, 2025 237 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 2 Table of Contents 0 | Preface Table of Contents 2 Goals & Objectives 3 How to Use Document 4 Planning & Strategic Insights 5 Analysis 6 Site Map 6 Demographics 7 Citywide Circulation 8 El Paseo Circulation 9 Existing SLP 10 S.W.O.T. Analysis 15 Recommendations 16 City of Palm Desert Branding 17 Branding 18 Signage Overview 19 Signage 20 Summary of Signs 20 Concept Moodboard 21 Family of Signs 22 Renderings 24 Sign Details 26 Color, Materials, Type, & Symbols 27 Color 27 Materials 28 Type 29 Symbols 30 Detail Drawings 31 A01 - Gateway Monument 1 31 A02 - Gateway Monument 2 32 A03 - Gateway Monument 3 33 B01 - Vehicle Direction Large 34 B02 - Vehicle Direction Medium 35 B03 - Vehicle Direction Small 36 B04 - Pedestrian Directory Static 37 Sign Location Plan 38 Sign Location Plan (In Progress) 39 Specifications 45 Specifications 46 238 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 3 Goals & Objectives 0 | Preface —Provides Clear Navigation for residents and visitors, directing them to essential civic and community locations such as parks, schools, City buildings, facilities, and local attractions —Establishes Consistent and Unified design criteria for directional signage that embodies the unique identity of Palm Desert. —Enhances and updates wayfinding system to accurately represent points of interest and the incorporation of new signs where necessary. —Attracts New Audiences through modern branding and design, which will directly promote development in Palm Desert. —A Flexible Master Plan that can be expanded and adapted to meet the needs of various city departments and projects. Design a refreshed wayfinding system that captures the artistic, vibrant, desert city of Palm Desert and it's inhabitants — be they visitor or resident. 239 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 The City of Palm Desert Master Plan manual provides uniform and consistent wayfinding signage guidelines and serves as the master reference for City of Palm Desert employees, residents and visitors. How to Use Document 0 | Preface —Summary of Signs Presents approved signs in a comprehensive matrix index for quick reference. —General Information Provides an overview of City of Watsonville signage and wayfinding program, as well as park and trail types with corresponding sign types per type. —Graphic Standards Specifies typography, patterns, pictograms, direction arrows, and materials guidelines for the signage and wayfinding program. —Sign Type Design Details Details the design intent of individual signs with drawings and notes. —Specifications Includes general performance specifications for fabrication. —Contact Questions about wayfinding and signage may be directed to Chris Gerry. Chris Gerry cgerry@palmdesert.gov 73510 Fred Waring Palm Desert, CA 92260 240 Planning & Strategic Insights 241 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 6 Scope of work for City of Palm Desert Wayfinding Master Plan. Analysis Site Map 1 | Planning & Strategic Insights 242 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 7 Analysis Demographics 1 | Planning & Strategic Insights Research shows demographics of City of Palm Desert residents. Demographics White 70.8% Black or African American 2.9% American Indian and Alaska Native 0.7% Asian alone 4.3% Native Hawaiian and Other Pacific Islander 0.3% Two or More Races 13.4% Hispanic or Latino 24.0% White alone, not Hispanic or Latino 65.0% Population of 51,583 (2022) Persons under 5 years, percent 3.1% Persons under 18 years, percent 14.2% Persons 65 years and over, percent 36.1% The median age was 55.1 years old. 243 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 8 Analysis Citywide Circulation 1 | Planning & Strategic Insights COLLEGE OF THE DESERT MCCALLUM THEATRE EL PASEO CIVIC CENTERPARK HOVLEYSOCCERPARK PD CIVICCENTER PD VISITOR SERVICES JOSLYNCENTER CAP HOMME ANDRALPH ADAMS PARK HWY 111 HW Y 1 1 1 HWY 111 FRED WARING PO R T O L A A V E PO R T O L A A V E PORTOLA AVE PO R T O L A A V E MO N T E R E Y A V E MO N T E R E Y A V E MO N T E R E Y A V E CO O K S T CO O K S T EL D O R A D O D R PO R T O L A A V E PO R T O L A A V E FRED WARING 42ND AVE HOVELY LANE EAST COUNTRY CLUB DR FRANK SINATRA GERALD FORD GERALD FORD FRANK SINATRA COUNTRY CLUB DR COUNTRY CLUB DR FRED WARING HOVELY LANE EAST MO N T E R E Y A V E MO N T E R E Y A V E MO N T E R E Y A V E HWY 111 EL PASEO HIG H W A Y 7 4 HIG H W A Y 7 4 SHOPS/DINING SHOPS/DINING SHOPS/DINING PARKS DESTINATIONS SHOPS/DINING CITY LIMITS EXISTING STREETS I10 FREEWAY EXISTING CITY MONUMENTS NEW CITY MONUMENTS DECISION POINTS HWY 111 Existing Monument Sign for Replacement (2 of 2) Monterrey Ave & Dinah Shore Drive (Southeast Corner)  Existing Monument Sign for Replacement (1 of 2) Washington Street & Fred Waring Drive (Northwest Corner)   Monument Sign – New Location (1 of 1) Cook Street & North of Gerald Ford Drive (Center Median) ExisƟng Monument Sign Remaining In Place (3 of 3) Highway 111 & East of Hospitality Row (Northside of Highway) ExisƟng Monument Sign Remaining In Place (2 of 3) Highway 111 & Barbara Drive (Westside of Highway) ExisƟng Monument Sign Remaining In Place (1 of 3) Highway 74 & North of City Limits (Eastside of Highway) Site circulation reveals primary and secondary routes—how people approach, enter, and move within a space It includes pathways taken by pedestrians, vehicles, cyclists, and even maintenance vehicles. By understanding these key routes, we can position signs at critical junctions, intersections, and decision points, ensuring visibility and relevance. 244 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 9 Analysis El Paseo Circulation 1 | Planning & Strategic Insights HWY 111 EL PASEO EL PASEO HW Y 7 4 MO N T E R E Y A V E TO W N E C E N T E R W A Y SA N P A B L O A V E PO R T O L A A V E PO R T O L A A V E EL PASEO SHADOW MOUNTAIN LN HWY 111 DECISION POINTS HWY 111 PARKINGP P P P P P PPPPPP 245 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 10 Analysis Existing SLP 1 | Planning & Strategic Insights The following pages provide an inventory of existing sign locations across the City of Palm Desert. For clarity, the signs have been organized into four quadrants. Each sign is assigned a tag number that corresponds to its type, description, quantity, and accompanying image. PHASE: TASK 4 JUNE 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 3 EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7 EB01-8 EB01-9 EB01-10 EB01-11 EB01-12 EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57 EB01-58 EB01-59 EA01-61 EB01-62EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 1 2 34 Type Description Qty.Unit Cost Extended Cost Citywide Wayfinding EA01 Existing Monument Sign 4 EB02 Existing Parking Directional 11 EB01 Existing Vehicular Directional 67 SUB-TOTAL 82 US$0.00 Wayfinding Existing Locations 246 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 11 Analysis Existing SLP 1 | Planning & Strategic Insights PHASE: TASK 4 JUNE 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 Wayfinding Existing Locations EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7 EB01-8 EB01-9 EB01-10 EB01-11 EB01-12 EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57 EB01-58 EB01-59 EA01-61 EB01-62 EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 Type Description Qty.Unit Cost Extended Cost Citywide Wayfinding EA01 Existing Monument Sign 4 EB02 Existing Parking Directional 11 EB01 Existing Vehicular Directional 67 SUB-TOTAL 82 US$0.00 EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7 EB01-8 EB01-9 EB01-10 EB01-11 EB01-12 EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57 EB01-58 EB01-59 EA01-61 EB01-62EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 2 34 1 Existing Monument Sign for Replacement (2 of 2) Monterrey Ave & Dinah Shore Drive (Southeast Corner) EB01-1 EB01-2 EB01-3 EA01-61 247 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 12 Analysis Existing SLP 1 | Planning & Strategic Insights PHASE: TASK 4 JUNE 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 5 EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7 EB01-8 EB01-9 EB01-10 EB01-11 EB01-12 EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57EB01-58 EB01-59 EA01-61 EB01-62 EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 Type Description Qty.Unit Cost Extended Cost Citywide Wayfinding EA01 Existing Monument Sign 4 EB02 Existing Parking Directional 11 EB01 Existing Vehicular Directional 67 SUB-TOTAL 82 US$0.00 Wayfinding Existing Locations EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7 EB01-8 EB01-9 EB01-10 EB01-11 EB01-12 EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57 EB01-58 EB01-59 EA01-61 EB01-62EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 1 34 2 EB01-8 EB01-11 EB01-7 EB01-6 EB01-5 EB01-62 EB01-63 EB01-4 EB01-14 EB01-15 EB01-12 EB01-13 EB01-9 EB01-10 248 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 13 Analysis Existing SLP 1 | Planning & Strategic Insights PHASE: TASK 4 JUNE 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 6 Type Description Qty.Unit Cost Extended Cost Citywide Wayfinding EA01 Existing Monument Sign 4 EB02 Existing Parking Directional 11 EB01 Existing Vehicular Directional 67 SUB-TOTAL 82 US$0.00 EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7EB01-8EB01-9EB01-10EB01-11 EB01-12EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57EB01-58 EB01-59 EA01-61 EB01-62 EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 Wayfinding Existing Locations EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7 EB01-8 EB01-9 EB01-10 EB01-11 EB01-12 EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57 EB01-58 EB01-59 EA01-61 EB01-62EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 1 2 4 3 Existing Monument Sign for Replacement (1 of 2) Washington Street & Fred Waring Drive (Northwest Corner)   EB01-16 EB01-17 EB01-18 EA01-19 249 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 14 Analysis Existing SLP 1 | Planning & Strategic Insights Type Description Qty.Unit Cost Extended Cost Citywide Wayfinding EA01 Existing Monument Sign 4 EB02 Existing Parking Directional 11 EB01 Existing Vehicular Directional 67 SUB-TOTAL 82 US$0.00 EB01-1 EB01-2 EB01-3 EB01-4 EB01-5EB01-6EB01-7EB01-8EB01-9EB01-10EB01-11 EB01-12EB01-13EB01-14EB01-15EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57 EB01-58 EB01-59 EA01-61 EB01-62EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 EB01-1 EB01-2 EB01-3 EB01-4 EB01-5 EB01-6 EB01-7 EB01-8 EB01-9 EB01-10 EB01-11 EB01-12 EB01-13 EB01-14 EB01-15 EB01-16 EB01-17 EB01-18 EA01-19 EB01-20 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26EB01-27 EB01-28 EB01-29 EB01-30 EB01-31 EB01-32 EB01-33 EB01-34 EB01-35 EA01-36 EB01-37 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 EB01-49 EA01-50 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-56 EB01-57 EB01-58 EB01-59 EA01-61 EB01-62EB01-63 EB01-64EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-72 EB02-73 EB02-74 EB02-75EB02-76 EB01-77 EB01-78 EB01-79 EB01-80 EB01-81 EB01-82 EB01-83 EB01-84 1 2 3 ExisƟng Monument Sign Remaining In Place (2 of 3) Highway 111 & Barbara Drive (Westside of Highway) ExisƟng Monument Sign Remaining In Place (3 of 3) Highway 111 & East of Hospitality Row (Northside of Highway) EA01-36 EA01-50 EB01-37 EB01-21 EB01-22 EB01-23 EB01-24 EB01-25 EB01-26 EB01-31 EB01-32 EB01-33 EB01-34 EB01-27 EB01-28 EB01-29 EB01-30 EB01-83 EB01-84 EB01-38 EB01-39 EB01-40 EB01-41 EB01-42 EB01-49 EB01-56 EB01-57 EB01-58 EB01-59 EB01-64 EB01-65 EB02-66 EB02-67 EB02-68 EB02-69 EB02-70 EB02-71 EB02-77 EB02-78 EB02-79 EB02-80 EB02-81 EB02-82 EB02-72 EB02-73 EB02-74 EB02-75 EB02-76 EB01-51 EB01-52 EB01-53 EB01-54 EB01-55 EB01-44 EB01-45 EB01-46 EB01-47 EB01-48 4 250 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 15 S.W.O.T. Analysis Strengths —Consistent, branded signage. —Signs are helpful. Weaknesses —Messaging is inconsistent. —Too many signs in some areas. —Entry monuments are inconsistent. —Lack of pedestrian signage in walkable areas. —Existing signage blends in with environment. —Existing signage not visible at night. Following our analysis and survey findings, we crafted a S.W.O.T. report. Opportunities —Include new and existing destinations. —Develop colorful branded signage that will appeal to visitors, residents and businesses. —Use technology to enhance the wayfinding experience. Threats —Some residents, visitors, businesses do not want to see signage change. —Concerns why some businesses are included and not others. 1 | Planning & Strategic Insights 251 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 16 Based on the analysis, community outreach survey, and S.W.O.T. Report, the following signage and wayfinding approaches are recommended for the City of Palm Desert: Recommendations 1 | Planning & Strategic Insights —Develop a colorful, branded signage and wayfinding system that will be visible day or night. —Coordinate with City team to develop consistent messaging throughout sign system. —Create a streamlined sign location plan, eliminating sign blight. —Add pedestrian level signage in walkable areas. —Add new destinations to wayfinding. —Design a versatile digital sign suitable for various events, or incorporate QR codes into the proposed signage. 252 City of Palm Desert Branding 253 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 18 2 | City of Palm Desert Branding Branding 14 15 Futura Condensed Light/Condensed Light Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Condensed Medium/Condensed Medium Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Condensed Bold/Condensed Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Condensed Extra Bold/ Condensed Extra Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ For digital applications, a secondary web- safe font should be included in the code. The City of Palm Desert’s web-safe font is Calibri. A variety of font weights are available in the Calibri font family. Light, Regular, and Bold, as well as their Oblique versions, may be used. The primary font faces to be used in all communication materials are Futura Book and Futura Light. Selection of fonts will be determined by legibility in the execution. Please see pages 22–23 for examples of font usage in layouts. Additional acceptable font faces for use are Futura Thin, Medium, Heavy, Bold, and Extra Bold, as well as all oblique versions. The Condensed versions listed on page 15 are also acceptable. When using two or more font faces in a single layout, ensure that the headline is clearly more dominant than the body copy, as this will establish a hierarchy to guide the reader’s eye. PRIMARY FONT Futura Book/Book Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Light/Light Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ PRIMARY FONT FAMILY PRIMARY FONT FAMILY Futura Thin/Thin Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Medium/Medium Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Heavy/Heavy Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Bold/Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Extra Bold/Extra Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ ALTERNATE FONT — WEB-SAFE Calibri Light/Light Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Calibri Regular/Regular Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Calibri Bold/Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ 5.0 TYPOGRAPHY 5.0 TYPOGRAPHY 14 15 Futura Condensed Light/Condensed Light Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Condensed Medium/Condensed Medium Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Condensed Bold/Condensed Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Condensed Extra Bold/ Condensed Extra Bold Oblique abcdefghijklmnopqrstuvwxyz For digital applications, a secondary web- safe font should be included in the code. The City of Palm Desert’s web-safe font is Calibri. A variety of font weights are available in the Calibri font family. Light, Regular, and Bold, as well as their Oblique versions, may be used. The primary font faces to be used in all communication materials are Futura Book and Futura Light. Selection of fonts will be determined by legibility in the execution. Please see pages 22–23 for examples of font usage in layouts. Additional acceptable font faces for use are Futura Thin, Medium, Heavy, Bold, and Extra Bold, as well as all oblique versions. The Condensed versions listed on page 15 are also acceptable. When using two or more font faces in a single layout, ensure that the headline is clearly more dominant than the body copy, as this will establish a hierarchy to guide the reader’s eye. PRIMARY FONT Futura Book/Book Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Light/Light Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ PRIMARY FONT FAMILY PRIMARY FONT FAMILY Futura Thin/Thin Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Medium/Medium Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Heavy/Heavy Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Bold/Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Futura Extra Bold/Extra Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ ALTERNATE FONT — WEB-SAFE Calibri Light/Light Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Calibri Regular/Regular Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ Calibri Bold/Bold Oblique abcdefghijklmnopqrstuvwxyz ABCDEFGHIJKLMNOPQRSTUVWXYZ 5.0 TYPOGRAPHY 5.0 TYPOGRAPHY 3 TABLE OF CONTENTS 1.0 BRAND STATEMENT pg 4–5 1.0 BRAND PILLARS pg 6–7 2.0 LOGO pg 8–10 3.0 TAGLINE pg 11–12 4.0 GRAPHIC ELEMENTS pg 13 5.0 TYPOGRAPHY pg 14–15 6.0 COLOR PALETTE pg 16–17 7.0 PHOTOGRAPHY pg 18–20 8.0 VIDEOGRAPHY pg 21 9.0 AD LAYOUTS pg 22–23 The fresh Palm Desert logo gives a nod to the city’s relaxed vibe with a palm leaf. The sliver of empty space between the P and D invites visitors to come fill that gap and enjoy the low-key, palm-tree way of life. The city’s initialing — PD — emboldens the Palm Desert brand with a youthful energy, while elevating the destination for a target audience accustomed to the statement-making ability of abbreviations (LA and the OC). With a contemporary color palette and a welcoming font, this logo is designed to resonate with the next generation of Palm Desert visitors and welcome returning Palm Desert guests as they rediscover one of their favorite escapes. 8 9 2.0LOGOThe Palm Desert logo can be represented as shown. There are three configurations for the logo: stacked with California, stacked without California, and horizontal. The stacked with California logo should be used for all out-of-state advertising. Within the state of California, the stacked or horizontal version without California is to be used. The preferred color combination is sunshine yellow for the Palm-D icon with black text. The logo can be used in solid black or reversed out against a solid background when the creative layout or production specs require. The reversed version uses the sunshine yellow for the Palm-D icon. When writing out the name within body copy, always treat the city name in the following manner: City of Palm Desert. Do not use all caps and do not use all lower case. These logo representations are available in .eps, .jpg, and .png formats. The logo is never to be recreated; the graphic asset from the Palm Desert marketing department should always be used. Always ensure the Palm Desert logo has the appropriate amount of clear space when placing it next to imagery or text. The clear space for the stacked version of the logo is slightly different than the horizontal version. STACKED LOGO The X-height is equal to the width of the Palm-D icon. Consistent space of the X-height is to be kept around all edges of the logo. HORIZONTAL LOGO The X-height is equal to the height of the Palm-D icon. As noted, the proportion of the Palm-D icon to the Palm Desert name is different in the stacked versus horizontal representation. Consistent space equal to the X-height is to be kept around all edges of the logo. 2.0LOGO CLEAR SPACEX-heightX-height X-height X-height X-height X-height 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE rgb: 15/68/120 Hex: #0f4378 ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 PMS: 7689 C LIME GREEN cmyk 30/0/100/0 rgb: 191/215/48 Hex #bfd730 PMS: 381 C MOUNTAIN RED cmyk: 32/93/78/37 rgb: 125/36/43 Hex: #7d242b PMS: 1815 C CHILI PEPPER cmyk: 12/100/96/3 rgb: 209/32/43 Hex: #d1202b PMS: 186 C GRASS GREEN cmyk: 86/15/100/2 rgb: 0/152/73 Hex: #009849 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 PMS: 7689 C LIME GREEN cmyk 30/0/100/0 rgb: 191/215/48 Hex #bfd730 PMS: 381 C MOUNTAIN RED rgb: 125/36/43 Hex: #7d242b 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 PMS: 7689 C LIME GREEN cmyk 30/0/100/0 rgb: 191/215/48 Hex #bfd730 PMS: 381 C MOUNTAIN RED cmyk: 32/93/78/37 rgb: 125/36/43 Hex: #7d242b PMS: 1815 C CHILI PEPPER rgb: 209/32/43 Hex: #d1202b 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 PMS: 7689 C LIME GREEN cmyk 30/0/100/0 rgb: 191/215/48 Hex #bfd730 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 PMS: Natural Black C The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 PMS: 7689 C LIME GREEN cmyk 30/0/100/0 rgb: 191/215/48 Hex #bfd730 PMS: 381 C MOUNTAIN RED cmyk: 32/93/78/37 rgb: 125/36/43 Hex: #7d242b PMS: 1815 C CHILI PEPPER cmyk: 12/100/96/3 rgb: 209/32/43 Hex: #d1202b PMS: 186 C GRASS GREEN cmyk: 86/15/100/2 rgb: 0/152/73 Hex: #009849 PMS: 7741 C STONE GRAY cmyk: 33/18/13/37 rgb: 123/129/132 Hex: #7b8184 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 PMS: 7689 C LIME GREEN cmyk 30/0/100/0 rgb: 191/215/48 Hex #bfd730 PMS: 381 C MOUNTAIN RED cmyk: 32/93/78/37 rgb: 125/36/43 Hex: #7d242b PMS: 1815 C CHILI PEPPER cmyk: 12/100/96/3 rgb: 209/32/43 Hex: #d1202b PMS: 186 C 16 17 6.0 PRIMARY COLOR PALETTE The color palette for the City of Palm Desert is comprised of bold, bright colors found in nature. The primary colors are those of the logo, Sunshine Yellow and Natural Black. Please be sure to utilize the appropriate color numbers in all print and digital layouts. SUNSHINE YELLOW cmyk: 0/31/91/0 rgb: 253/183/49 Hex: #fdb731 PMS: 143 C NATURAL BLACK cmyk: 0/0/0/100 rgb: 35/31/32 Hex: #231f20 The secondary colors are intended to allow the logo to stand out and be the main focal point. The secondary colors complement our campaign imagery and videos, emphasizing the natural colors of the desert — morning and evening sky along with the desert mountains and greenery. Secondary colors can be used throughout marketing collateral, both print and digital, as well as in presentations. These secondary colors will further evolve to help identify various department messages to the public. 6.0 SECONDARY COLOR PALETTE MIDNIGHT BLUE cmyk: 100/73/10/48 rgb: 15/68/120 Hex: #0f4378 PMS: 654 C ORANGE PEEL cmyk: 0/47/98/0 rgb: 248/153/29 Hex: #f8991d PMS: 144 C LEMON YELLOW cmyk: 0/4/71/0 rgb: 248/225/87 Hex: #f8e157 PMS: 113 C SKY BLUE cmyk 93/60/13/1 rgb: 0/101/158 Hex #00659e PMS: 647 C GREEN GRAPES cmyk 54/0/100/0 rgb: 130/195/65 Hex #82c341 PMS: 369 C CLOUDY SKY cmyk 75/34/3/0 rgb: 54/141/198 Hex #368dc6 PMS: 7689 C LIME GREEN cmyk 30/0/100/0 rgb: 191/215/48 Hex #bfd730 PMS: 381 C MOUNTAIN RED cmyk: 32/93/78/37 rgb: 125/36/43 Hex: #7d242b PMS: 1815 C CHILI PEPPER cmyk: 12/100/96/3 rgb: 209/32/43 Hex: #d1202b PMS: 186 C COLOR PALETTE 254 Signage Overview 255 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 20 Signage Summary of Signs PALM DESERT IDENTITY DIRECTION AMENITY GATEWAY MONUMENTA01 GATEWAY MONUMENTA02 GATEWAY MONUMENTA03 GATEWAY MONUMENTA01 GATEWAY MONUMENTA02 GATEWAY MONUMENTA03 VEHICLE DIRECTIONLARGE B01 VEHICLE DIRECTIONMEDIUM B02 VEHICLE DIRECTIONSMALL B03 PEDESTRIAN DIRECTIONW/ MAP B04 PALM DESERT AMENITY GATEWAY MONUMENTA01 GATEWAY MONUMENTA02 GATEWAY MONUMENTA03 VEHICLE DIRECTIONLARGE B01 VEHICLE DIRECTIONMEDIUM B02 VEHICLE DIRECTIONSMALL B03 PEDESTRIAN DIRECTIONW/ MAP B04 ART TOTEM - EXISTINGE01 PLACEMAKINGE03BANNERE02 3 | Signage Overview A summary of signs provides an overview of the various categories of signs used within a wayfinding system, highlighting their purpose, design characteristics, and ideal placement. This summary serves as a guide for selecting and implementing signage based on the specific needs of the environment. 256 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 21 Signage Concept Moodboard 3 | Signage Overview PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 CONCEPT 2 MOOD BOARD PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 CONCEPT 2 MOOD BOARD PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 CONCEPT 2 MOOD BOARD PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 CONCEPT 2 MOOD BOARD PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 CONCEPT 2 MOOD BOARD PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 CONCEPT 2 MOOD BOARD PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 MOOD BOARD PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 4 CONCEPT 2 MOOD BOARD The Palm Desert signage and wayfinding system blends the timeless elegance of the desert landscape with the city’s bold, modern energy. Drawing inspiration from the region’s natural sandstone formations, each monument incorporates textured stone finishes that evoke the surrounding mountains and arid terrain. These classic materials are juxtaposed with bright, vibrant panels in golden hues, reflecting the city’s radiant sun, contemporary design sensibility, and active lifestyle. Typography, color, and form come together to create a cohesive visual language that is both highly functional and distinctly Palm Desert. From iconic gateway monuments to intuitive vehicle and pedestrian signage, the system elevates the experience of both residents and visitors by improving navigation while reinforcing civic pride. More than a wayfinding program, this system is an expression of place—capturing the spirit of Palm Desert as a destination defined by natural beauty, cultural sophistication, and vibrant community life. 257 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 22 Signage Family of Signs 3 | Signage Overview 3’- 6” 5’-10” 10’-0” GATEWAY MONUMENTLOCATION 1 A01 GATEWAY MONUMENTLOCATION 2 A02 GATEWAY MONUMENTLOCATION 3 A03 The three sign types shown on this page represent the approved monument designs for Palm Desert. These monuments will be installed at three distinct locations designated by the City of Palm Desert. Each sign features a dual-layered design: a front sandstone element sculpted to reflect the surrounding desert landscape, and a rear metal panel painted in alignment with the City’s branding. The metal panel will include a cut-out of the Palm Desert logo. Integrated between the two layers is a lighting feature that casts a soft glow along the sandstone edge—evoking the visual of a sunset behind the mountains. 258 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 23 Signage Family of Signs 3 | Signage Overview The wayfinding signage is designed to align with the approved monument aesthetic, incorporating consistent City-branded colors and a mountain graphic on the reverse side for added visual interest. Messaging will be displayed at a height of six inches to ensure legibility on high-speed roadways, and all signage will feature the official City logo. The pedestrian directory sign will share the same visual language as the vehicular signs, maintaining a cohesive look and feel across the system. It will include a map and corresponding directory to support easy navigation for pedestrians. 3’- 6” 5’-10” 10’-0” Directory DINING SHOPS TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT Parking El Paseo Civic Center College of the Desert McCallum Theatre The Living Desert Zoo Desert Willow Freedom Park VEHICLE DIRECTION LARGE B01 VEHICLE DIRECTION MEDIUM B02 B03 B04VEHICULAR DIRECTIONALSMALL PEDESTRIAN DIRECTORYSTATIC 259 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 24 Signage Renderings 3 | Signage Overview PHASE: TASK 2: CONCEPT DESIGN MAY 22, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 6 CONCEPT 2 DESIGN The monument and wayfinding signage has been integrated into contextual renderings to illustrate its placement at specific locations and how it will interact with the surrounding environment. These renderings include both day and night views, ensuring the design maintains appropriate height, scale, and clear legibility of the city name and logo under varying lighting conditions. 260 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 25 Signage Renderings 3 | Signage Overview 261 Sign Details 262 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 27 4 | Sign Details Color, Materials, Type, & Symbols Color CLEARVIEW ADA CONDENSEDTYPOGRAPHY SYMBOLS MATERIALS GOTHAM BOLD A B C D E F G H I J K L M N O P Q R S T U V W X Y Za b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 M1 ALUMINUM MATERIALS PAINTS M2 SANDSTONE P1 MP-26406 PASTEL ORANGE PANTONE 143C SUNSHINE YELLOW MP-11705 CHOCOLATE THUNDER CMYK: 40,70,100,50 P2 MP-10211 CITRUS YELLOW CMYK: 0,21,85,0 P3 MP-853 PLASTIC PUMPKIN CMYK: 2,63,91,0 P4 MP-1224 ORANGE SUPREME CMYK: 0,47,85,0 P5 MP-21250 MONETA GOLD CMYK: 5,15,38,13 P6 MP-46534 COBRE COPPER P7 Color is an essential and effective component of the signage program. Its ability to communicate transcends language, promotes clarity, and helps to identify important information This signage colors palette is approved for use at all City of Palm Desert facilities and shall never be substituted to ensure consistency of the signage system. Signage not regulated by the City of Palm Desert will use other colors as required by their governing codes. 263 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 28 4 | Sign Details Color, Materials, Type, & Symbols Materials CLEARVIEW ADA CONDENSED TYPOGRAPHY SYMBOLS MATERIALS GOTHAM BOLD A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 M1 ALUMINUM M2 SANDSTONE P1 MP-26406 PASTEL ORANGE PANTONE 143C SUNSHINE YELLOW MP-11705 CHOCOLATE THUNDER CMYK: 40,70,100,50 P2 MP-10211 CITRUS YELLOW CMYK: 0,21,85,0 P3 MP-853 PLASTIC PUMPKIN CMYK: 2,63,91,0 P4 MP-1224 ORANGE SUPREME CMYK: 0,47,85,0 P5 MP-21250 MONETA GOLD CMYK: 5,15,38,13 P6 MP-46534 COBRE COPPER CMYK: 30,50,75,10 P7 The signage system features a combination of durable and high-quality materials chosen for their longevity, sustainability, and compatibility with Palm Desert’s environment. The use of metal panels provides a modern, resilient solution capable of withstanding the region’s intense heat and sun exposure, ensuring long-term performance with minimal maintenance. Stone offers lasting durability and low maintenance—it resists fading, weathering, and damage from wind and sand—making it an ideal material for long-term use All materials have been carefully reviewed and approved by the City of Palm Desert, and any variation from these standards should be coordinated with City management to maintain design integrity and consistency. 264 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 29 4 | Sign Details Color, Materials, Type, & Symbols Type CLEARVIEW ADA CONDENSED TYPOGRAPHY SYMBOLS MATERIALS GOTHAM BOLD A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 M1 ALUMINUM MATERIALS PAINTS M2 SANDSTONE P1 MP-26406 PASTEL ORANGE PANTONE 143C SUNSHINE YELLOW MP-11705 CHOCOLATE THUNDER CMYK: 40,70,100,50 P2 MP-10211 CITRUS YELLOW CMYK: 0,21,85,0 P3 MP-853 PLASTIC PUMPKIN CMYK: 2,63,91,0 P4 MP-1224 ORANGE SUPREME CMYK: 0,47,85,0 P5 MP-21250 MONETA GOLD CMYK: 5,15,38,13 P6 MP-46534 COBRE COPPER CMYK: 30,50,75,10 P7 CLEARVIEW ADA CONDENSED TYPOGRAPHY SYMBOLS MATERIALS GOTHAM BOLD A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 M1 ALUMINUM MATERIALS PAINTS M2 SANDSTONE P1 MP-26406 PASTEL ORANGE PANTONE 143C SUNSHINE YELLOW MP-11705 CHOCOLATE THUNDER CMYK: 40,70,100,50 P2 MP-10211 CITRUS YELLOW CMYK: 0,21,85,0 P3 MP-853 PLASTIC PUMPKIN CMYK: 2,63,91,0 P4 MP-1224 ORANGE SUPREME CMYK: 0,47,85,0 P5 MP-21250 MONETA GOLD CMYK: 5,15,38,13 P6 MP-46534 COBRE COPPER CMYK: 30,50,75,10 P7 Visual messages must communicate quickly and profoundly. Typography supports effective wayfinding with the consistent use of legible fonts, suitable letter and word spacing, appropriate size, and rules of usage. 265 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 30 4 | Sign Details Color, Materials, Type, & Symbols Symbols CLEARVIEW ADA CONDENSEDTYPOGRAPHY SYMBOLS MATERIALSGOTHAM BOLDA B C D E F G H I J K L M N O P Q R S T U V W X Y Za b c d e f g h i j k l m n o p q r s t u v w x y z0 1 2 3 4 5 6 7 8 9A B C D E F G H I J K L M N O P Q R S T U V W X Y Za b c d e f g h i j k l m n o p q r s t u v w x y z0 1 2 3 4 5 6 7 8 9 M1ALUMINUMMATERIALSPAINTS M2SANDSTONEP1MP-26406PASTEL ORANGEPANTONE 143CSUNSHINE YELLOW MP-11705CHOCOLATE THUNDERCMYK: 40,70,100,50P2 MP-10211CITRUS YELLOWCMYK: 0,21,85,0P3 MP-853 PLASTIC PUMPKIN CMYK: 2,63,91,0 P4 MP-1224 ORANGE SUPREME CMYK: 0,47,85,0 P5 MP-21250 MONETA GOLD CMYK: 5,15,38,13 P6 MP-46534 COBRE COPPER CMYK: 30,50,75,10 P7 CLEARVIEW ADA CONDENSEDTYPOGRAPHY SYMBOLS MATERIALSGOTHAM BOLDA B C D E F G H I J K L M N O P Q R S T U V W X Y Za b c d e f g h i j k l m n o p q r s t u v w x y z0 1 2 3 4 5 6 7 8 9A B C D E F G H I J K L M N O P Q R S T U V W X Y Za b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 M1ALUMINUMMATERIALSPAINTS M2SANDSTONE P1 MP-26406 PASTEL ORANGE PANTONE 143C SUNSHINE YELLOW MP-11705 CHOCOLATE THUNDER CMYK: 40,70,100,50 P2 MP-10211 CITRUS YELLOW CMYK: 0,21,85,0 P3 MP-853 PLASTIC PUMPKIN CMYK: 2,63,91,0 P4 MP-1224 ORANGE SUPREME CMYK: 0,47,85,0 P5 MP-21250 MONETA GOLD CMYK: 5,15,38,13 P6 MP-46534 COBRE COPPER CMYK: 30,50,75,10 P7 CLEARVIEW ADA CONDENSEDTYPOGRAPHY SYMBOLS MATERIALSGOTHAM BOLDA B C D E F G H I J K L M N O P Q R S T U V W X Y Za b c d e f g h i j k l m n o p q r s t u v w x y z0 1 2 3 4 5 6 7 8 9A B C D E F G H I J K L M N O P Q R S T U V W X Y Z a b c d e f g h i j k l m n o p q r s t u v w x y z 0 1 2 3 4 5 6 7 8 9 M1ALUMINUMMATERIALSPAINTS M2SANDSTONE P1 MP-26406 PASTEL ORANGE PANTONE 143C SUNSHINE YELLOW MP-11705 CHOCOLATE THUNDER CMYK: 40,70,100,50 P2 MP-10211 CITRUS YELLOW CMYK: 0,21,85,0 P3 MP-853 PLASTIC PUMPKIN CMYK: 2,63,91,0 P4 MP-1224 ORANGE SUPREME CMYK: 0,47,85,0 P5 MP-21250 MONETA GOLD CMYK: 5,15,38,13 P6 MP-46534 COBRE COPPER CMYK: 30,50,75,10 P7 A pictogram is a symbol that indicates, signifies, or represents an idea, object, space, activity, or relationship without the use of words. Many of our pictograms are universally understood and aid in wayfinding because of the clarity of their design and recognizable meaning, thereby eliminating the need for multiple language translations. When feasible, pictograms may be used with an accompanying word description for maximum message comprehension. These pictograms are the only approved symbols for use at all City of Palm Desert facilities and shall never be altered. 266 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 31 Detail Drawings A01 - Gateway Monument 1 6' - 8 " 2 SIDE ELEVATION 3"4"4"1'-4" 1' - 7 " 28'-0" 1 FRONT ELEVATION Scale: 1/4" = 1'-0"Scale: 1/4" = 1'-0" Scale: 1/8" = 1'-0"4 CONTEXT ELEVATION 3 PLAN VIEW Scale: 1/4" = 1'-0" P11 P73 3 6 2 4 4 4 4 NOTES – SIGN TYPE A01 1. BACK PANEL: 3" deep fabricated aluminum sign cabinet with strutural framing. No visible seams between panels. Aluminum panels to we welded, grinded, filled and sanded smooth prior to painting. Provide UV protective clear coat. 2. CITY LOGO: City logo to be routed out and fabricated with returns. 3. STONE SLAB: Min. 3" thick solid shaped sandstone with carved graphics. Graphics to have paint fill. 4. ILLUMINATIONS: Halo illumination behind stone. Up-lighting for front of sign. 5. ATTACHMENT: Monument to be bolted to concrete footing. Sign fabricator to engineering required concrete footing and final installation method. 6. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. 7. POWER: Sign contractor to coordinate electrical conduit and power access with general contractor; components’ requirements per manufacturer's specifications; provide accessible on/off switch. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. 6' - 8 " 2 SIDE ELEVATION 3"4"4" 28'-0" 1FRONT ELEVATION Scale: 1/4" = 1'-0"Scale: 1/4" = 1'-0" Scale: 1/8" = 1'-0"4CONTEXT ELEVATION 3PLAN VIEW Scale: 1/4" = 1'-0" P11 3 2 4 4 4 NOTES – SIGN TYPE A01 1. BACK PANEL: 3" deep fabricated aluminum sign cabinet with strutural framing. No visible seams between panels. Aluminum panels to we welded, grinded, filled and sanded smooth prior to painting. Provide UV protective clear coat. 2. CITY LOGO: City logo to be routed out and fabricated with returns. 3. STONE SLAB: Min. 3" thick solid shaped sandstone with carved graphics. Graphics to have paint fill. 4. ILLUMINATIONS: Halo illumination behind stone. Up-lighting for front of sign. 5. ATTACHMENT: Monument to be bolted to concrete footing. Sign fabricator to engineering required concrete footing and final installation method. 6. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. 7. POWER: Sign contractor to coordinate electrical conduit and power access with general contractor; components’ requirements per manufacturer's specifications; provide accessible on/off switch. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. 4 | Sign Details 267 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 32 4 | Sign Details Detail Drawings A02 - Gateway Monument 2 2 SIDE ELEVATION 3"4"4" 4'-11" 11 ' - 6 " 1' - 8 " 1'-5" 9' - 6 " 10 " 1 FRONT ELEVATION Scale: 3/8" = 1'-0"Scale: 1/4" = 1'-0"Scale: 1/4" = 1'-0"3 CONTEXT ELEVATION 4 PLAN VIEW Scale: 1/4" = 1'-0" P11 P73 3 6 2 4 4 44 NOTES – SIGN TYPE A02 1. BACK PANEL: 3" deep fabricated aluminum sign cabinet with strutural framing. No visible seams between panels. Aluminum panels to we welded, grinded, filled and sanded smooth prior to painting. Provide UV protective clear coat. 2. CITY LOGO: City logo to be routed out and fabricated with returns. 3. STONE SLAB: Min. 3" thick solid shaped sandstone with carved graphics. Graphics to have paint fill. 4. ILLUMINATIONS: Halo illumination behind stone. Up-lighting for front of sign. 5. ATTACHMENT: Monument to be bolted to concrete footing. Sign fabricator to engineering required concrete footing and final installation method. 6. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. 7. POWER: Sign contractor to coordinate electrical conduit and power access with general contractor; components’ requirements per manufacturer's specifications; provide accessible on/off switch. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. 2 SIDE ELEVATION 3"4"4" 1FRONT ELEVATION Scale: 3/8" = 1'-0"Scale: 1/4" = 1'-0"Scale: 1/4" = 1'-0"3 CONTEXT ELEVATION 4PLAN VIEW Scale: 1/4" = 1'-0" P11 P73 3 2 4 44 NOTES – SIGN TYPE A02 1. BACK PANEL: 3" deep fabricated aluminum sign cabinet with strutural framing. No visible seams between panels. Aluminum panels to we welded, grinded, filled and sanded smooth prior to painting. Provide UV protective clear coat. 2. CITY LOGO: City logo to be routed out and fabricated with returns. 3. STONE SLAB: Min. 3" thick solid shaped sandstone with carved graphics. Graphics to have paint fill. 4. ILLUMINATIONS: Halo illumination behind stone. Up-lighting for front of sign. 5. ATTACHMENT: Monument to be bolted to concrete footing. Sign fabricator to engineering required concrete footing and final installation method. 6. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. 7. POWER: Sign contractor to coordinate electrical conduit and power access with general contractor; components’ requirements per manufacturer's specifications; provide accessible on/off switch. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. 268 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 33 4 | Sign Details Detail Drawings A03 - Gateway Monument 3 2 SIDE ELEVATION 3"4"4" 6' - 5 " 1'-7" 2' - 0 " 1' - 6 " 15'-0" 1 FRONT ELEVATION Scale: 3/8" = 1'-0"Scale: 3/8" = 1'-0" Scale: 1/4" = 1'-0"4 CONTEXT ELEVATION3PLAN VIEW Scale: 3/8" = 1'-0" P11 P73 3 2 4 4 4 4 NOTES – SIGN TYPE A03 1. BACK PANEL: 3" deep fabricated aluminum sign cabinet with strutural framing. No visible seams between panels. Aluminum panels to we welded, grinded, filled and sanded smooth prior to painting. Provide UV protective clear coat. 2. CITY LOGO: City logo to be routed out and fabricated with returns. 3. STONE SLAB: Min. 3" thick solid shaped sandstone with carved graphics. Graphics to have paint fill. 4. ILLUMINATIONS: Halo illumination behind stone. Up-lighting for front of sign. 5. ATTACHMENT: Monument to be bolted to concrete footing. Sign fabricator to engineering required concrete footing and final installation method. 6. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. 7. POWER: Sign contractor to coordinate electrical conduit and power access with general contractor; components’ requirements per manufacturer's specifications; provide accessible on/off switch. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. 2 SIDE ELEVATION 3"4"4" 15'-0" 1FRONT ELEVATION Scale: 3/8" = 1'-0"Scale: 3/8" = 1'-0" Scale: 1/4" = 1'-0"4 CONTEXT ELEVATION3PLAN VIEW Scale: 3/8" = 1'-0" P11 3 2 4 4 4 NOTES – SIGN TYPE A03 1. BACK PANEL: 3" deep fabricated aluminum sign cabinet with strutural framing. No visible seams between panels. Aluminum panels to we welded, grinded, filled and sanded smooth prior to painting. Provide UV protective clear coat. 2. CITY LOGO: City logo to be routed out and fabricated with returns. 3. STONE SLAB: Min. 3" thick solid shaped sandstone with carved graphics. Graphics to have paint fill. 4. ILLUMINATIONS: Halo illumination behind stone. Up-lighting for front of sign. 5. ATTACHMENT: Monument to be bolted to concrete footing. Sign fabricator to engineering required concrete footing and final installation method. 6. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. 7. POWER: Sign contractor to coordinate electrical conduit and power access with general contractor; components’ requirements per manufacturer's specifications; provide accessible on/off switch. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. 269 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 34 4 | Sign Details Detail Drawings B01 - Vehicle Direction Large El Paseo Civic Center College of the Desert McCallum Theatre The Living Desert Zoo El Paseo Civic Center College of the Desert McCallum Theatre The Living Desert Zoo 8" 8" 5'-6" 1/4" 15 ' - 0 " 5" 8' - 3 " 8" 5'-6" 6' - 1 0 " 6" 1 FRONT ELEVATION – B01-48(CLONED) Scale: 1/4" = 1'-0"2 SIDE ELEVATION Scale: 1/4" = 1'-0"3 REAR ELEVATION Scale: 1/4" = 1'-0"5 SECTION A Scale: 3" = 1'-0" Scale: 1/8" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P11 P22 P6 5 7 P63 4 3 P65 Scale: N.T.S.6 POST DETAIL P1 4 P3 4 P5 4 P4 NOTES – SIGN TYPE B01 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 8" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. A 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 El Paseo Civic Center College of the Desert McCallum Theatre The Living Desert Zoo 8" 8" 5'-6" 1/4" 5" 6' - 1 0 " 1FRONT ELEVATION – B01-48(CLONED) Scale: 1/4" = 1'-0"2 SIDE ELEVATION Scale: 1/4" = 1'-0"3 REAR ELEVATION Scale: 1/4" = 1'-0"5 SECTION A Scale: 3" = 1'-0" Scale: 1/8" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P11 P22 P6 5 P63 4 3 P65 Scale: N.T.S.6 POST DETAIL P1 4 P3 4 P5 4 P4 NOTES – SIGN TYPE B01 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 8" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. A 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 270 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 35 4 | Sign Details Detail Drawings B02 - Vehicle Direction Medium 6' - 1 0 " Desert Willow Freedom Park Desert Willow Freedom Park 8" 8" 1/4" 5" 1FRONT ELEVATION – B02-6(CLONED) Scale: 1/4" = 1'-0"2 SIDE ELEVATION Scale: 1/4" = 1'-0"3 REAR ELEVATION Scale: 1/4" = 1'-0"A SECTION A Scale: 3" = 1'-0" Scale: 1/8" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P11 P22 P65 NOTES – SIGN TYPE B02 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 8" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. A P63 P65 Scale: N.T.S.6 POST DETAIL 4 P1 4 P3 4 P5 4 3 P4 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 6' - 1 0 " Desert Willow Freedom Park Desert Willow Freedom Park 8" 8" 1/4" 12 ' - 6 " 6" 8" 4'-6" 5"4'-6" 5' - 9 " 9" 1 FRONT ELEVATION – B02-6(CLONED) Scale: 1/4" = 1'-0"2 SIDE ELEVATION Scale: 1/4" = 1'-0"3 REAR ELEVATION Scale: 1/4" = 1'-0"A SECTION A Scale: 3" = 1'-0" Scale: 1/8" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P11 P22 P65 7 NOTES – SIGN TYPE B02 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 8" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. A P63 P65 Scale: N.T.S.6 POST DETAIL 4 P1 4 P3 4 P5 4 3 P4 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 271 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 36 4 | Sign Details Detail Drawings B03 - Vehicle Direction Small Parking Parking 1/4" 6' - 1 0 " 5" 1FRONT ELEVATION Scale: 1/4" = 1'-0"2 SIDE ELEVATION Scale: 1/4" = 1'-0"3 REAR ELEVATION Scale: 1/4" = 1'-0"A SECTION A Scale: 3" = 1'-0" Scale: 1/8" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P1 NOTES – SIGN TYPE B03 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 6" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings.A P63 P65 P2 P6 Scale: N.T.S.6 POST DETAIL 4 P1 4 P3 4 P5 4 P4 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 Parking Parking 1/4" 6' - 1 0 " 3'-0" 6" 6" 3'-0" 5' - 0 " 5" 7" 7" 10 " 11 " 5" 1 FRONT ELEVATION Scale: 1/4" = 1'-0"2 SIDE ELEVATION Scale: 1/4" = 1'-0"3 REAR ELEVATION Scale: 1/4" = 1'-0"A SECTION A Scale: 3" = 1'-0" Scale: 1/8" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P11 5 7 1 NOTES – SIGN TYPE B03 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 6" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings.A P63 P65 P2 P6 2 Scale: N.T.S.6 POST DETAIL 4 P1 4 P3 4 P5 4 P4 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 272 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 37 4 | Sign Details Detail Drawings B04 - Pedestrian Directory Static Directory DINING SHOPS TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT Directory DINING SHOPS TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT 1/4" 6' - 7 " 3" 4" 1'-10" 1'-5" 6' - 4 " 2" 2' - 0 " 1'-10" 3" 1FRONT ELEVATION Scale: 3/8" = 1'-0"2 SIDE ELEVATION Scale: 3/8" = 1'-0"3 REAR ELEVATION Scale: 3/8" = 1'-0"A SECTION A Scale: 3" = 1'-0" Scale: 1/4" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P1 NOTES – SIGN TYPE B04 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. Full color digital print map directory graphics 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 4" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. A P63 P65 P2 Scale: N.T.S.6 POST DETAIL 53 4 P1 4 P3 4 P5 4 P4 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 Directory DINING SHOPS TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT Directory DINING SHOPS TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT 1/4" 6' - 7 " 3" 4" 1'-10" 1'-5" 6' - 4 " 2" 2' - 0 " 1'-10" 3" 1 FRONT ELEVATION Scale: 3/8" = 1'-0"2 SIDE ELEVATION Scale: 3/8" = 1'-0"3 REAR ELEVATION Scale: 3/8" = 1'-0"A SECTION A Scale: 3" = 1'-0" Scale: 1/4" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P11 5 NOTES – SIGN TYPE B04 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. Full color digital print map directory graphics 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 4" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. A P63 P65 P22 3 5 Scale: N.T.S.6 POST DETAIL 53 4 P1 4 P3 4 P5 4 P4 P6 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 Directory DINING SHOPS TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT Directory DINING SHOPS TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT TENANT 1/4" 3" 4" 1'-10" 1'-5" 6' - 4 " 2" 2' - 0 " 1'-10" 3" 1FRONT ELEVATION Scale: 3/8" = 1'-0"2 SIDE ELEVATION Scale: 3/8" = 1'-0"3 REAR ELEVATION Scale: 3/8" = 1'-0"A SECTION A Scale: 3" = 1'-0" Scale: 1/4" = 1'-0"5 CONTEXT ELEVATION4PLAN VIEW Scale: 1/4" = 1'-0" P11 5 NOTES – SIGN TYPE B04 1. MESSAGE PANEL: Minimum 1/4" thick flat aluminum panel with paint finish. Provide UV protective clear coat. Sign panel to wrap around sign post. Message panel to be plug welded to post. Grind, fill and sand smooth all welds prior to painting. 2. SIGN MESSAGE: Surface printed graphics. Full color digital print map directory graphics 3. SIDE PANEL MESSAGE: Reversed cut out letters. Sign post color to show thru. 4. REAR PANEL GRAPHICS: Surface printed graphics on backside of sign panel 5. SIGN POST: 4" Aluminum square post with top capped and paint finish. 6. ATTACHMENT: Steel post to be directly embeded into concrete footing, Sign post to sleeve onto embeded post and secured with tamper proof stainless steel mechanical fasteners. 7. CONCRETE FOOTING: Sign fabricator is responsible for the engineering of the concrete footing. GENERAL NOTES A. MEASUREMENTS & LOCATIONS: Sign Contractor to field verify all measurements and conditions, and determine final sign locations with owner and RJM prior to creating shop drawings and/or digging the footing. B. DESIGN INTENT: Drawings display design intent. Sign Contractor to verify efficacy of fabrication and installation methods proposed with designer prior to creating shop drawings. A P63 P65 P22 3 5 Scale: N.T.S.6 POST DETAIL 53 4 P1 4 P3 4 P5 4 P4 P6 3/16" SET SCREWS: Use silicone and tamper-proof stainless steel set screws at bottom to secure sign post in place; paint exposed surface of set screws same as adjacent surfaces. BASE: Bore a hole and set the base stub flush with top of hardscape. Concrete footing as required. SIGN POST ASSEMBLY: Sign post sleeves over galvanized steel base stub (shown with dotted line); length above and below grade to be determined by sign contractor for proper fit and break-away point. Isolate dissimilar metals. 5 273 Sign Location Plan 274 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 39 Sign Location Plan 5 | Sign Location Plan Type Description Details Qty A01 Gateway Monument 1 A02 Gateway Monument Secondary 1 A03 Gateway Monument Tertiary 1 B01 Vehicle Direction Large 40 B02 Vehicle Direction Medium 16 B03 Vehicle Direction Small 3 B04 Pedestrian Direction 4 Subtotal:66 Sign Count City of Palm Desert NOT FOR CONSTRUCTION Issued Date: 2025-10-17 The sign location plan presented on the following pages outlines the approved and proposed sign placements, developed through a combination of stakeholder feedback and the comprehensive analysis conducted at the start of this document. These locations reflect key decision points, circulation patterns, and visibility requirements identified during the planning process. The accompanying chart summarizes the recommended sign types—previously detailed in the summary of sign types and approved designs—and provides a breakdown of the quantities needed to implement a complete and cohesive wayfinding system throughout the area. B01-1 (cloned) B01-2 (cloned) B01-3 (cloned)B01-4 (cloned) B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned) A03-19 (cloned) B01-20 (cloned) B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-39 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned) B01-45 (cloned) B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 1 2 34 275 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 40 Sign Location Plan 5 | Sign Location Plan B01-1 (cloned) B01-2 (cloned) B01-3 (cloned) A03-19 (cloned) B01-20 (cloned) B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned) B01-38 (cloned) B01-39 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned) B01-45 (cloned) B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25 B04-27 B04-30 B04-32 B01-33 Type Description Details Qty A01 Gateway Monument 1 A02 Gateway Monument Secondary 1 A03 Gateway Monument Tertiary 1 B01 Vehicle Direction Large 40 B02 Vehicle Direction Medium 16 B03 Vehicle Direction Small 3 B04 Pedestrian Direction 4 Subtotal:66 B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 2 34 1 276 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 41 Sign Location Plan 5 | Sign Location Plan B01-1 (cloned) B01-2 (cloned) B01-3 (cloned)B01-4 (cloned) B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 A03-19 (cloned) B01-20 (cloned) B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-39 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned) B01-45 (cloned) B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 A02-15 B01-16 B03-18B04-25 B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 Type Description Details Qty A01 Gateway Monument 1 A02 Gateway Monument Secondary 1 A03 Gateway Monument Tertiary 1 B01 Vehicle Direction Large 40 B02 Vehicle Direction Medium 16 B03 Vehicle Direction Small 3 B04 Pedestrian Direction 4 Subtotal:66 B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 34 1 2 277 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 42 Sign Location Plan 5 | Sign Location Plan Type Description Details Qty A01 Gateway Monument 1 A02 Gateway Monument Secondary 1 A03 Gateway Monument Tertiary 1 B01 Vehicle Direction Large 40 B02 Vehicle Direction Medium 16 B03 Vehicle Direction Small 3 B04 Pedestrian Direction 4 Subtotal:66 B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-604 1 2 3 B01-1 (cloned) B01-2 (cloned) B01-3 (cloned)B01-4 (cloned) B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned)B02-10 (cloned)B02-11 (cloned)B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned) A03-19 (cloned) B01-20 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18B04-25 B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 278 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 43 Sign Location Plan (In Progress) 5 | Sign Location Plan Type Description Details Qty A01 Gateway Monument 1 A02 Gateway Monument Secondary 1 A03 Gateway Monument Tertiary 1 B01 Vehicle Direction Large 40 B02 Vehicle Direction Medium 16 B03 Vehicle Direction Small 3 B04 Pedestrian Direction 4 Subtotal:66 B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 1 2 34 B01-1 (cloned)B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned)B02-6 (cloned)B02-7 (cloned)B02-9 (cloned)B02-10 (cloned)B02-11 (cloned)B01-13 (cloned)B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned) A03-19 (cloned) B01-20 (cloned) B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned) B01-38 (cloned) B01-39 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned) B01-45 (cloned) B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B01-59 (cloned) A01-61 (cloned)B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25 B04-27 B04-30 B04-32 B03-69 B02-60 See page 44 279 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 44 Sign Location Plan 5 | Sign Location Plan Type Description Details Qty A01 Gateway Monument 1 A02 Gateway Monument Secondary 1 A03 Gateway Monument Tertiary 1 B01 Vehicle Direction Large 40 B02 Vehicle Direction Medium 16 B03 Vehicle Direction Small 3 B04 Pedestrian Direction 4 B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned) B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 1 2 34 280 Message Schedule 281 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 46 Message Schedule 6 | Message Schedule #Quadrant Sign Type Street Recommended Language 1 1 B02-01 (cloned)Monterey SB El Paseo (S), McCallum Theatre (S), The Living Desert Zoo (S) 2 1 B02-02 (cloned)Country Club EB Desert Willow (E), Civic Center (S) 3 1 B02-33 Country Club WB College of the Desert (S), McCallum Theatre (S), El Paseo (S) 4 2 B02-04 (cloned)Country Club EB CSUSB (N), UCR (N), Freedom Park (E) 5 2 B02-05 (cloned)Country Club WB CSUSB (N), UCR (N), Desert Willow (E) 6 2 B01-13 (cloned)Frank Sinatra EB UCR (E), CSUSB (N), Desert Willow (S) 7 2 B01-14 (cloned)Cook NB Desert Willow (W), CSUSB (N), UCR (N), Freedom Park (E) 8 2 B01-15 (cloned)Cook SB Hovley Soccer Park (W), Civic Center (S), College of the Desert (S), McCallum Theatre (S) 9 2 B01-63 (cloned)Country Club WB Freedom Park (W), Desert Willow (W), CSUSB (W), UCR (W) 10 2 B02-06 (cloned)Cook SB Desert Willow (W), Freedom Park (E) 11 2 B02-07 (cloned)Cook NB UCR (E), CSUSB (N) 12 2 B02-09 (cloned)Gerald Ford EB CSUSB (S), UCR (S) 13 2 B02-10 (cloned)Cook SB CSUSB (E), UCR (S) 14 2 B02-11 (cloned)Cook SB UCR (E), Desert Willow (S) 15 3 B01-16 (cloned)Cook NB Hovley Soccer Park (E), Desert Willow (N), CSUSB (N), UCR (N) 16 3 B01-17 (cloned)Cook SB Civic Center (W), College of the Desert (W), McCallum Theatre (W), El Paseo, (W), The Living Desert Zoo (W) 17 3 B01-20 (cloned)Fred Waring WB Civic Center (W), College of the Desert (W), McCallum Theatre (W), El Paseo, (W), The Living Desert Zoo (W) 18 4 B02-08 (New)Portola NB Civic Center (N), College of the Desert (N), McCallum Theatre (N) 19 4 B01-11 (New)Portola NB The Joslyn Center (W), Civic Center (N), College of the Desert (N), McCallum Theatre (N) 20 4 B02-16 (New)San Pablo NB Civic Center (N), College of the Desert (N), McCallum Theatre (N) 21 4 B01-21 (cloned)Fred Waring WB Civic Center (W), College of the Desert (W), McCallum Theatre (W), El Paseo (S), The Living Desert Zoo (S) 22 4 B01-23 (cloned)Portola SB Civic Center (W), McCallum Theatre (W), College of the Desert (W), El Paseo (S), The Living Desert Zoo (S) 23 4 B01-24 (cloned)Fred Waring WB Civic Center (N), The Joslyn Center (S), College of the Desert (W), McCallum Theatre (W) 24 4 B01-29 (New)Fred Waring EB College of the Desert (N), Civic Center (N), The Joslyn Center (S), El Paseo (S), The Living Desert Zoo (S) 25 4 B02-31 (cloned)Fred Waring WB College of the Desert (N), McCallum Theatre (N), El Paseo (S) 26 4 B01-34 (cloned)Monterey SB McCallum Theatre (E), Civic Center (E), El Paseo (S), The Living Desert Zoo (S) 27 4 B01-38 (cloned)Highway 111 SB McCallum Theatre (E), College of the Desert (E), Civic Center (E), El Paseo (S), The Living Desert Zoo (S) 28 4 B02-39 (cloned)Highway 111 SB Entrada Del Paseo (S), Artists Center (S), Eric Johnson Gardens (S) 29 4 B01-40 (cloned)Highway 111 SB El Paseo (S), Cahuilla Hills Park (S), Historical Society (S), The Living Desert Zoo (E) 30 4 B02-42 (cloned)Highway 111 WB Cahuilla Hills Park (S), Historical Society (S) 31 4 B01-44 (cloned)Highway 111 WB El Paseo (S), McCallum Theatre (N), College of the Desert (N), Civic Center (N) 32 4 B01-45 (cloned)Highway 111 EB El Paseo (S), Civic Center (N), College of the Desert (N), McCallum Theatre (N), The Living Desert Zoo (E) 33 4 B01-46 (cloned)Highway 111 WB El Paseo (S), Civic Center (N), College of the Desert (N), McCallum Theatre (N) 34 4 B01-47 (cloned)Highway 111 EB El Paseo (S), The Living Desert Zoo (S), Civic Center (N), College of the Desert (N) 35 4 B01-48 (cloned)Highway 111 WB El Paseo (S), Civic Center (N), College of the Desert (N), McCallum Theatre (N), The Living Desert Zoo (S) 36 4 B02-52 (cloned)Monterey SB El Paseo (E), Historical Society (W), Cahuilla Hills Park (W) 37 4 B01-53 (cloned)Monterey NB El Paseo (E), The Living Desert Zoo (E), College of the Desert (N), McCallum Theatre (N), Historical Society (W) 38 4 B02-64 (cloned)Portola NB Civic Center (W), College of the Desert (W), McCallum Theatre (W) 39 4 B02-80 (cloned)Monterey NB College of the Desert (N), McCallum Theatre (E), Civic Center (E) 40 4 B01-82 (cloned)San Pablo NB The Joslyn Center (E), Civic Center (N), College of the Desert (N), McCallum Theatre (N) 41 4 B02-83 (cloned)San Pablo NB Civic Center (N), College of the Desert (W), McCallum Theatre (W) 42 4 B02-04 (New)Town Center Way SB Cahuilla Hills Park (W), Historical Society (S) 43 4 B02-05 (New)Town Center Way NB Cahuilla Hills Park (W), Entrada Del Paseo (W), Artists Center (W), Eric Johnson Gardens (W) 44 4 B02-09 (New)Portola SB The Joslyn Center (W), El Paseo (S), The Living Desert Zoo (S) 45 4 B02-10 (New)Portola SB El Paseo (S), The Living Desert Zoo (S) 46 4 B02-25 (cloned)Fred Waring EB El Paseo (S), The Living Desert Zoo (S), Desert Willow (N) 47 4 B02-41 (cloned)Highway 111 EB El Paseo (S), The Living Desert Zoo (E) 48 4 B02-56 (cloned)Highway 74 SB Homme Adams Park (W) 49 4 B02-59 (New)Highway 74 NB Homme Adams Park (W), El Paseo (N) 50 4 B02-60 (New)San Pablo SB The Joslyn Center (E), El Paseo (S) 51 4 n n Monterey SB El Paseo (S), The Living Desert Zoo (E) 52 4 B03-18 (New)El Paseo WB Parking (N) 53 4 B03-68 (New)El Paseo WB Parking (N) 54 4 B03-69 (New)El Paseo EB Parking (S) 282 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 47 Message Schedule 6 | Message Schedule #Quadrant Sign Type Street Recommended Language11B02-01 (cloned)Monterey SB El Paseo (S), McCallum Theatre(S), The Living DesertZoo (S) 2 1 B02-02 (cloned)Country Club EB Desert Willow (E), Civic Center (S)3 1 B02-33 Country Club WB College of the Desert (S), McCallum Theatre (S), El Paseo (S)4 2 B02-04 (cloned)Country Club EB CSUSB (N), UCR (N), Freedom Park (E)5 2 B02-05 (cloned)Country Club WB CSUSB (N), UCR (N), Desert Willow (E)6 2 B01-13 (cloned)Frank Sinatra EB UCR (E), CSUSB (N), Desert Willow (S)7 2 B01-14 (cloned)Cook NB Desert Willow (W), CSUSB (N), UCR (N), Freedom Park (E)8 2 B01-15 (cloned)Cook SB Hovley Soccer Park (W), Civic Center (S), College of the Desert (S), McCallum Theatre (S)9 2 B01-63 (cloned)Country Club WB Freedom Park (W), DesertWillow (W), CSUSB (W), UCR (W)10 2 B02-06 (cloned)Cook SB Desert Willow (W), Freedom Park (E) 11 2 B02-07 (cloned)Cook NB UCR (E), CSUSB (N)12 2 B02-09 (cloned)Gerald Ford EB CSUSB (S), UCR (S)13 2 B02-10 (cloned)Cook SB CSUSB (E), UCR (S)14 2 B02-11 (cloned)Cook SB UCR (E), Desert Willow (S)15 3 B01-16 (cloned)Cook NB Hovley Soccer Park (E), Desert Willow (N), CSUSB (N), UCR (N)16 3 B01-17 (cloned)Cook SB Civic Center (W), College of the Desert (W), McCallum Theatre (W), El Paseo, (W), The Living Desert Zoo (W)17 3 B01-20 (cloned)Fred Waring WB Civic Center (W), College of the Desert (W), McCallum Theatre (W), El Paseo, (W), The Living Desert Zoo (W)18 4 B02-08 (New)Portola NB Civic Center (N), College of the Desert (N), McCallum Theatre (N)19 4 B01-11 (New)Portola NB The Joslyn Center (W), CivicCenter (N), College of the Desert(N), McCallum Theatre (N)20 4 B02-16 (New)San Pablo NB Civic Center (N), College of the Desert (N), McCallum Theatre (N)21 4 B01-21 (cloned)Fred Waring WB Civic Center (W), College of the Desert (W), McCallum Theatre (W), El Paseo (S), The Living Desert Zoo (S)22 4 B01-23 (cloned)Portola SB Civic Center (W), McCallum Theatre (W), College of the Desert (W), El Paseo (S), The Living Desert Zoo (S)23 4 B01-24 (cloned)Fred Waring WB Civic Center (N), The Joslyn Center (S), College of the Desert (W), McCallum Theatre (W)24 4 B01-29 (New)Fred Waring EB College of the Desert (N), Civic Center (N), The Joslyn Center (S), El Paseo (S), The Living Desert Zoo (S)25 4 B02-31 (cloned)Fred Waring WB College of the Desert (N), McCallum Theatre (N), El Paseo (S)26 4 B01-34 (cloned)Monterey SB McCallum Theatre (E), Civic Center (E), El Paseo (S), The Living Desert Zoo (S)27 4 B01-38 (cloned)Highway 111 SB McCallum Theatre (E), College of the Desert (E), Civic Center (E), El Paseo (S), The Living Desert Zoo (S)28 4 B02-39 (cloned)Highway 111 SB Entrada Del Paseo (S), Artists Center (S), Eric Johnson Gardens (S)29 4 B01-40 (cloned)Highway 111 SB El Paseo (S), Cahuilla Hills Park (S), Historical Society (S), The Living Desert Zoo (E) 30 4 B02-42 (cloned)Highway 111 WB Cahuilla Hills Park (S), Historical Society (S)31 4 B01-44 (cloned)Highway 111 WB El Paseo (S), McCallum Theatre (N), College of the Desert(N), CivicCenter (N)32 4 B01-45 (cloned)Highway 111 EB El Paseo (S), CivicCenter (N), College of the Desert(N), McCallum Theatre (N), The Living DesertZoo (E)33 4 B01-46 (cloned)Highway 111 WB El Paseo (S), CivicCenter (N), College of the Desert(N), McCallum Theatre (N)34 4 B01-47 (cloned)Highway 111 EB El Paseo (S), The Living DesertZoo (S), Civic Center (N), College of the Desert(N)35 4 B01-48 (cloned)Highway 111 WB El Paseo (S), CivicCenter (N), College of the Desert(N), McCallum Theatre (N), The Living DesertZoo (S)36 4 B02-52 (cloned)Monterey SB El Paseo (E), Historical Society (W), CahuillaHills Park (W)37 4 B01-53 (cloned)Monterey NB El Paseo (E), The Living Desert Zoo (E), College of the Desert (N), McCallum Theatre (N), Historical Society (W)38 4 B02-64 (cloned)Portola NB Civic Center (W), College of the Desert (W), McCallum Theatre (W) 39 4 B02-80 (cloned)Monterey NB College of the Desert (N), McCallum Theatre (E), Civic Center (E) 40 4 B01-82 (cloned)San Pablo NB The Joslyn Center (E), Civic Center (N), College of the Desert (N), McCallum Theatre (N) 41 4 B02-83 (cloned)San Pablo NB Civic Center (N), College of the Desert (W), McCallum Theatre (W) 42 4 B02-04 (New)Town Center Way SB Cahuilla Hills Park (W), Historical Society (S) 43 4 B02-05 (New)Town Center Way NB Cahuilla Hills Park (W), Entrada Del Paseo (W), Artists Center (W), Eric Johnson Gardens (W) 44 4 B02-09 (New)Portola SB The Joslyn Center (W), El Paseo (S), The Living Desert Zoo (S) 45 4 B02-10 (New)Portola SB El Paseo (S), The Living Desert Zoo (S) 46 4 B02-25 (cloned)Fred Waring EB El Paseo (S), The Living Desert Zoo (S), Desert Willow (N) 47 4 B02-41 (cloned)Highway 111 EB El Paseo (S), The Living Desert Zoo (E) 48 4 B02-56 (cloned)Highway 74 SB Homme Adams Park (W) 49 4 B02-59 (New)Highway 74 NB Homme Adams Park (W), El Paseo (N) 50 4 B02-60 (New)San Pablo SB The Joslyn Center (E), El Paseo (S) 51 4 B02-81 (cloned)Monterey SB El Paseo (S), The Living Desert Zoo (E) 52 4 B03-18 (New)El Paseo WB Parking (N) 53 4 B03-68 (New)El Paseo WB Parking (N) 54 4 B03-69 (New)El Paseo EB Parking (S) 55 4 B04-25 (New)El Paseo WB Pedestrian Level Wayfinding 56 4 B04-27 (New)El Paseo EB Pedestrian Level Wayfinding 57 4 B04-30 (New)EL Paseo WB Pedestrian Level Wayfinding 58 4 B04-32 (New)El Paseo WB Pedestrian Level Wayfinding 283 Message Diagrams 284 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 49 Message Diagrams 7 | Message Diagrams A01-6 1 ( c l o n e d ) B02-1 (cloned) B01-13 (cloned) B01-2 (cloned) B02-33 De s e r t W i l l o w Ci v i c C e n t e r Co l l e g e o f t h e D e s e r t Mc C a l l u m T h e a t r e El P a s e o UC R CS U S B De s e r t W i l l o w El Paseo McCallum Theatre The Living Desert Zoo Co l l e g e o f th e D e s e r t Mc C a l l u m T h e a t r e El P a s e o B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 2 34 1 285 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 50 B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 Message Diagrams 7 | Message Diagrams B02-9 (cl o n e d ) B02-10 (cloned) B02-11 (cloned) B02-7 (cloned) B02-6 (cloned) B02-5 (cloned) B01-63 B01-15 (cloned) B01-14 B02-4 (cloned) A02-15 Fr e e d o m P a r k De s e r t W i l l o w CS U S B UC R Desert Willow CSUSB UCR Freedom Park Hovley Soccer Park Civic Center College of the Desert McCallum Theatre CS U S B UC R CSUSB UCR UCR Desert Willow UCR CSUSB Desert Willow Freedom Park CS U S B UC R Fr e e d o m P a r k CS U S B UC R De s e r t W i l l o w 2 34 1 286 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 51 Message Diagrams 7 | Message Diagrams A03 - 1 9 ( c l o n e d ) B01-17 (cloned) B01-20 (cloned) B01-16 (cloned) Hovley Soccer Park Desert Willow CSUSB UCR Civic Center McCallum Theatre College of the Desert El Paseo The Living Desert Zoo Ci v i c C e n t e r Mc C a l l u m T h e a t r e Co l l e g e o f t h e D e s e r t El P a s e o Th e L i v i n g D e s e r t Z o o B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-60 3 2 4 1 287 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 52 Message Diagrams 7 | Message Diagrams B01-34 (cloned) B02-31 (cloned) B02-80 (cloned) B02-83 (cloned) B01-29 (cloned) B02-25 (cloned) B02-56 (clo n e d ) B01-24 (cloned) B01-3 8 ( c l o n e d ) B01-4 0 ( c l o n e d ) B02-3 9 ( c l o n e d ) B02 - 4 2 ( c l o n e d ) B01-21 (cloned)B01-23 (cloned) B02-64 (cloned) B02-4 B02-9 B02-5 B02-60 B01-59 (clo n e d ) B01-82 (cloned) B01-11 McCallum Theatre Civic Center El Paseo The Living Desert Zoo Co l l e g e o f t h e D e s e r t Ci v i c C e n t e r Th e J o s l y n C e n t e r El P a s e o Th e L i v i n g D e s e r t Z o o Colleg e o f t h e D e s e r t McCall u m T h e a t r e Civic C e n t e r El Pas e o The Li v i n g D e s e r t Z o o El Pas e o Cahuil l a H i l l s P a r k Histori c a l S o c i e t y The Li v i n g D e s e r t Z o o Ci v i c C e n t e r Mc C a l l u m T h e a t r e Co l l e g e o f t h e D e s e r t El P a s e o Th e L i v i n g D e s e r t Z o o Civic Center McCallum Theatre College of the Desert El Paseo The Living Desert Zoo Ci v i c C e n t e r Th e J o s l y n C e n t e r Mc C a l l u m T h e a t r e Co l l e g e o f t h e D e s e r t Homme Ada m s P a r k El Paseo The Living D e s e r t Z o o The Joslyn Center Civic Center College of the Desert McCallum Theatre The Joslyn Center Civic Center College of the Desert McCallum Theatre Cahuilla Hill s Park Historical So c i e t y College of the Desert McCallum Theatre Civic Center Mc C a l l u m T h e a t r e Co l l e g e o f th e D e s e r t El P a s e o The Joslyn Center El Paseo The Living Desert Zoo Civic Center McCallum Theater College ofthe Desert The Joslyn Center El Paseo El P a s e o Th e L i v i n g De s e r t Z o o De s e r t W i l l o w Homme Ada m s Park Cah u i l l a H i l l s Par k Hist o r i c a l S o c i e t y Entrad a D e l P a s e o Artist C e n t e r Eric Jo h n s o n Garden s Cahuilla Hill s P a r k Entrada Del P a s e o Artists Cente r Eric Johnson Gardens Civic Center College ofthe Desert McCallum Theatre B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-604 2 3 1 288 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 53 Message Diagrams 7 | Message Diagrams B01-44 (cloned) B01-45 (cloned)B01-46 (cloned) B02-81 (cloned) B02-41 (cloned) B02-52 (clo n e d ) B01-53 (clo n e d ) B02-16 B03-18 B03-69 B04-30 B04-27 B04-32 B03-68 El P a s e o Co l l e g e o f t h e D e s e r t Mc C a l l u m T h e a t r e Ci v i c C e n t e r El P a s e o Ci v i c C e n t e r Co l l e g e o f t h e D e s e r t Mc C a l l u m T h e a t r e Th e L i v i n g D e s e r t Z o o El P a s e o Ci v i c C e n t e r Co l l e g e o f t h e D e s e r t Mc C a l l u m T h e a t r e El Paseo Historical So c i e t y College of t h e D e s e r t McCallum Th e a t r e El P a s e o Th e L i v i n g De s e r t Z o o El Paseo The Living Desert Zoo Civic Center College ofthe Desert McCallum Th e a t r e El Paseo Historical Soc i e t y Cahuilla Hills Park Pa r k i n g Pa r k i n g Pa r k i n g Di r e c t o r y DIN I N G SHO P S TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T Di r e c t o r y DIN I N G SH O P S TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T Di r e c t o r y DIN I N G SHO P S TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T Di r e c t o r y DIN I N G SH O P S TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T Di r e c t o r y DIN I N G SH O P S TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T Di r e c t o r y DIN I N G SH O P S TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-604 2 3 1 289 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 54 Message Diagrams 7 | Message Diagrams B01-48 (cloned) B01-47 (cloned) B02-8 B02-10 B04-25 El P a s e o Th e L i v i n g D e s e r t Z o o Ci v i c C e n t e r Co l l e g e o f t h e D e s e r t Mc C a l l u m T h e a t r e El P a s e o Th e L i v i n g D e s e r t Z o o Ci v i c C e n t e r Co l l e g e o f t h e D e s e r t El Paseo The Living Desert Zoo Civic Center College ofthe Desert McCallum Theatre Di r e c t o r y DIN I N G SH O P S TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T Di r e c t o r y DIN I N G SH O P S TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TEN A N T TEN A N T TEN A N T TEN A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T TE N A N T B01-1 (cloned) B01-2 (cloned)B01-3 (cloned)B01-4 (cloned)B01-5 (cloned) B02-6 (cloned) B02-7 (cloned) B02-9 (cloned) B02-10 (cloned) B02-11 (cloned) B01-13 (cloned) B01-14 B01-15 (cloned) B01-16 (cloned) B01-17 (cloned)A03-19 (cloned) B01-20 (cloned)B01-21 (cloned) B01-23 (cloned) B01-24 (cloned) B02-25 (cloned)B01-29 (cloned) B01-31 (cloned) B01-34 (cloned)B01-38 (cloned) B01-40 (cloned) B02-41 (cloned) B01-42 (cloned) B01-44 (cloned)B01-45 (cloned)B01-46 (cloned) B01-47 (cloned) B01-48 (cloned) B01-52 (cloned) B01-53 (cloned) B02-54 (cloned) B01-55 (cloned) B02-56 (cloned) B02-57 (cloned) B01-59 (cloned) A01-61 (cloned) B01-63 B01-64 (cloned) B03-68 (cloned) B01-80 (cloned) B02-81 (cloned) B01-82 (cloned) B01-83 (cloned) B01-1 B02-4 B02-5 B01-8 B02-9 B02-10 B01-11 A02-15 B01-16 B03-18 B04-25B04-27 B04-30 B04-32 B01-33 B03-69 B02-604 2 3 1 290 Specifications 291 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 56 Specifications 8 | Specifications PART 1: GENERAL 1.01 – QUALITY ASSURANCE A. Mock-ups and Prototypes: 1. Provide a mock-up of each sign type at the fabrication facility or on-site for review. The mock-up should be a 1:1 scale fabrication of the proposed sign type. The mock-up of a smaller portion of the full-scale sign type may be acceptable if indicated in the Contract Drawings and agreed to by the City's signage representative. 2. Utilize the same materials and installation methods in the mock-up as intended for the final Work. Schedule the installation so that the mock-up may be examined, and any necessary adjustments made, prior to commencing fabrication of the final Work. Replace unsatisfactory items as directed. 3. For freestanding signs, the Sign Contractor is to demonstrate how the sign will be mounted to ground or footing to ensure acceptable stability, level placement and concealed attachments based on structural calculations. 4. When accepted, mock-up shall serve as the standard for materials, workmanship, and appearance for the Work throughout the project. B. Work-In-Progress Approvals: 1. Provide work-in-progress sign elements reviews. Scheduled or unscheduled viewings at the Fabrication Facility may be initiated by the City's signage representative as deemed necessary to ensure continued quality control and make any adjustments required during fabrication. Unsatisfactory items are to be corrected by the Signage Contractor as directed by the City's signage representative. C. Regulatory Requirements: 1. Comply with applicable requirements of the laws, codes, ordinances and regulations of Federal, State, and Municipal authorities having jurisdiction. 2. Obtain necessary approvals and permits from all such authorities as required. D. Markings and Labels: 1. Locate markings, labels, manufacturer names and other identifications so as to be concealed from public view and as acceptable by the City's signage representative unless required by code to be visible. 2. No trade name or other identification shall appear on any item where it will be seen by the public, except as specifically approved by the City's signage representative in advance. E. Final Location of Signs: 1. The location of signs as shown on the Location Plans is for general reference only and in some cases is not representative of the exact final location. Final locations of Signs shall be field verified in coordination with the City's signage representative. 2. The Signage Contractor shall arrange for meetings at the Project site to accommodate direction of final locations according to Project Construction Schedule. 3. The final location of signs shall be submitted along with shop drawings to the City's signage representative. F. Lettering: 1. The Signage Contractor shall be responsible for the quality control of all lettering. All letterforms shall be crisp, sharp, free of nicks, ragged edges and discontinuous curves. All lettering shall conform to approved typeface, weight and letter spacing. No substitutions of typeface foundry, brand, version or implementation technique will be accepted without approval. 2. Vinyl Die Cut Graphics: All artwork shall be approved vector files for cutting. 3. All cutting and routing shall be executed in such a manner that all edges and corners of finished letterforms are true and clean. Letterforms with rounded positive or negative corners, nicked, cut, or ragged edges, etc., will not be accepted. All letterforms shall be so aligned as to maintain a baseline parallel to the sign format. Margins must be maintained as specified in the Contract Drawings. 4. All Work under the Agreement shall be performed by skilled craftsmen under supervision of trained foremen, experienced in the trade of craft required to accomplish the Work and produce a product of high quality. 292 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 57 8 | Specifications G. Tactile Sign Messages: 1. All tactile sign messages must comply with current CBC/LABC sections 11B-703.2 through 11B-703.4. 2. Character spacing shall be measured between the two closest points of adjacent raised characters within a message, excluding word spaces. Where characters have rectangular cross sections, spacing between individual raised characters shall be 0.125- inch (3.2 mm) minimum and 4 times the raised character stroke width maximum. Where characters have other cross sections, spacing between individual raised characters shall be 0.0625-inch (1.6 mm) minimum and 4 times the raised character stroke width maximum at the base of the cross sections, and 0.125-inch (3.2 mm) minimum and 4 times the raised character stroke width maximum at the top of the cross sections. Characters shall be separated from raised borders and decorative elements 0.375-inch (9.5 mm) minimum. 3. Braille shall be contracted Braille (Grade 2), domed compliant with CBC/LABC Table 11B- 703.3.1, and maintain a minimum 0.375-inch clear-space from other tactile elements. 4. Braille messages shall be proof-read by the Signage Contractor prior to fabrication. The Signage Contractor shall be responsible to provide certification of true and accurate Braille translations for each message. H. High Quality of Workmanship: 1. The Signage Contractor shall be responsible for the high quality of all materials and workmanship required for the execution of the Agreement including materials and workmanship of any firm or individual who act as the Signage Contractor's Sub-Contractor. 2. The Signage Contractor shall be responsible for providing up-to-date shop drawings, specifications, graphic schedule, etc., to all sub-contractors. I. Dimensions: 1. Written dimensions on drawings shall have precedence over scaled dimensions. 2. The Signage Contractor shall verify and be responsible for all dimensions and conditions shown in the Contract Drawings and shall verify scale and dimensions in any architectural drawings provided. Shop details must be approved by the City's signage representative prior to fabrication. 3. The Signage Contractor to verify dimensions at existing install locations where signage will be mounted to ensure proper fit, spacing and alignment as shown in the Contract Drawings. J. Discrepancies: 1. The Signage Contractor shall notify the City's signage representative at once of any discrepancies in the Contract Drawings, including but not limited to the detail drawings, sign location plans or sign message schedules. As well as any discrepancies found in field dimensions, conditions or changes that require additional/revised shop drawings. K. Regulatory Requirements: 1. Comply with applicable portions in current ADA Standards for Transportation Facilities (US DOT), current ADA Standards for Accessible Design (US DOJ), current CBC, and current LABC. 2. Comply with ASCE-21 section 11.5. ASCE 21 also refers to compliance with NFPA-130 3. References: a. California Building Code – California Fire Code – Title 24 b. California Public Safety Codes – Title 19 c. California Environmental Protection – Title 27 d. National Association of Architectural Metal Manufacturers (NAAMM) "Metal Finishes Manual." e. American Welding Society (AWS) – AWS D1.1 "Structural Welding Code, Steel," and AWS D1.2 "Structural Welding Code, Aluminum." f. Underwriters Laboratories Inc. (UL) – Standards for Safety, UL Publication 48 "Electric Signs." 1.02 – WARRANTY A. Signage Warranty: 1. After the successful completion of all the signs in the Contract Drawings and after the City's signage representative's acceptance of the finished product, the Sign Contractor shall submit to the City's signage representative a 5-year written warranty covering all Signs, notarized by the Signage Contractor and Installer (if Sub-Contractor is used), agreeing to repair or replace the Defective Signs. Upon notification of such Defective Signs within the warranty period, make necessary repairs or replacement at the convenience of the City. B. Linear Polyurethane Paint Factory Finish Warranty: 1. After the successful completion of all the signs in the Contract Drawings and after the City's signage representative's acceptance of the finished product, the Sign Contractor shall submit to the City's signage representative a 5-year written warranty covering all Signs, notarized by the Signage Contractor and Installer (if Sub-Contractor is used), agreeing to repair or replace the Defective Signs. Upon notification of such Defective Signs within the warranty period, make necessary repairs or replacement at the convenience of the City. a. Excessive Fading: A change in appearance that is perceptible and objectionable as determined when visually compared with the original color range standards. b. Excessive Non-Uniformity: Non-uniform fading to the extent that adjacent panels have a color difference greater than the original acceptable range of color. c. Will Not Pit or Otherwise Corrode: No pitting or other type of corrosion, discernible from a distance of 10' (3 m), resulting from the natural elements in the atmosphere at the project site. 1.03 – MAINTENANCE & MANUALS A. Maintenance and Operating Manuals: 1. Submit one (1) PDF or Word document 293 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 58 8 | Specifications 1. Digital copy of Maintenance and Operating Manuals to city representive. 2. Furnish complete manuals describing the materials, devices and procedures to be followed in operating, cleaning and maintaining the Work. Include manufacturers' brochures and parts lists describing the actual materials used in the Work, including metal alloys, finishes, electrical components and other major components. 3. Assemble manuals for component parts into single digital folders identified for each system. B. Instruction: 1. Prior to acceptance, establish an instruction and training program for City personnel. 2. Notify the city in writing at least seven (7) days prior to commencement of the program providing an outline of topics indexed to the Maintenance and Operating Manual. 3. Provide a trained instructor. Provide three (3) consecutive 4-hour periods of training scheduled during the normal 8-hour working day. Instruction and training shall include, but shall not be limited to, procedures for normal day-to-day maintenance and operation of the Work (as applicable). PART 2 : FABRICATION SPECIFICATIONS 2.01 – PROCEDURES A. Signage shall be complete for proper installation as described in the Contract Drawings. B. Finish work shall be firm, well anchored, in true alignment, properly squared, with smooth clean uniform appearance, without holes, cracks, discoloration, distortion, stains, or marks. C. Construct all work to eliminate burrs, dents, cutting edges, and sharp corners. D. Finish welds on exposed surfaces to be imperceptible in the finished work. E. Except as indicated or directed otherwise, finish all surfaces smooth. F. Surfaces, which are intended to be flat, shall be without dents, bulges, oil canning, gaps, or other physical deformities. G. Surfaces, which are intended to be curved, shall be smoothly free flowing to required shapes. H. Conceal all fasteners, except where indicated in Contract Drawings. I. Make access panels tight-fitting, light proof, and flush with adjacent surfaces. J. Conceal all identification labels and Underwriters Limited labels to conform to Underwriters Limited Codes. K. Carefully follow manufacturer's recommended fabricating procedures regarding expansion or contraction, fastening, and restraining of all metals, glass, acrylic and polycarbonate materials. L. Exercise care to ensure that painted, polished, and plated surfaces are unblemished in the finished work. M. Isolate dissimilar materials. Exercise care to isolate nonferrous metals from ferrous metals. N. All illumination shall be even and without hot spots or light leaks. O. Ease all exposed metal edges. P. Provide miscellaneous metal supports, fasteners or fabrication items required for completion of the work even though not shown or specified in the Contract Drawings. Q. Refer to Contract Drawings for sign color specifications and requirements. R. Paint finishes shall be Matthews Acrylic Polyurethane with Matthews Primers and Metal Pre-Treatments or approved equal. S. Shop painting to be uniform on and around all sign elements to ensure sign elements will withstand all weather conditions. T. Mounting plates shall be in conformance with manufacturer's written recommendations and engineered requirements per sign type. 1. CalTrans standard details 2. CalTrans standard posting details for large roadway signs U. Sign faces and/or message panels shall be constructed as removable pieces from a frame or structure by concealed fasteners for refurbishing. 2.02 – MATERIALS A. All Specified Metals: 1. Aluminum a. Aluminum shall be suitable for ornamental, architectural work. Surface finish shall be smooth, free of extrusion marks or imperfections. Alloy shall be selected to meet the structural requirements of the specific application. b. Aluminum exterior cabinets, spacers, backplates and frames shall be constructed from 0.25-inch aluminum, #4 horizontal brushed and clear anodized finish, unless otherwise specified on Contract Drawings. c. Aluminum interior plaques shall be constructed from 0.125-inch aluminum, #4 horizontal brushed finish with semi- gloss linear polyurethane clear coat, unless otherwise specified on Contract Drawings. d. Aluminum interior fabricated components shall be constructed from 0.125- inch thickness aluminum sheet. e. Extruded aluminum shapes shall utilize 6063-T6 aluminum alloys, unless otherwise specified on Contract Drawings. f. Aluminum posts shall be constructed from 2-inch square T52 tubes, 0.1875-inch wall thickness and #4 brushed and clear anodized finish with capped ends, unless otherwise specified on Contract Drawings. 294 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 59 8 | Specifications 2. Stainless Steel: a. Stainless steel shall be suitable for ornamental and architectural work. Surface finish shall be smooth, free of all extrusion marks or imperfections. Alloy shall be selected to meet the structural requirements of specific application. Structural metal for concealed framing shall be of galvanized rolled steel or equal as required to satisfy structural requirements. Stainless steel 316 is suitable and should be indicated in the Sign Contractor shop drawings. b. Stainless steel exterior cabinets, spacers, backplates and frames shall be constructed from 0.125-inch stainless steel, #4 horizontal brushed and clear anodized finish, unless otherwise specified on Contract Drawings. c. Stainless steel interior plaques shall be constructed from 0.125-inch thickness stainless steel sheet, #4 horizontal brushed finish with semi-gloss linear polyurethane clear coat, unless otherwise specified on Contract Drawings. d. Stainless steel interior fabricated components shall be constructed from 0.0625- inch stainless steel, unless otherwise specified on Contract Drawings. B. Adhesive: Adhesives required in fabrication and installation of Signs shall be manufactured by Dow Corning or equal. 1. Adhesives shall be of a type formulated to not deteriorate, discolor, delaminate, or fail in adhesion for any reason including exposure to heat, sunlight, weathering or other environmental conditions. Clear or light color types shall be non-yellowing. 2. "VHB" tape such as Polyfoam or "Isotac" contact adhesive tape manufactured by 3M shall be used in conjunction with silicone adhesives for installation of wall signs, in minimum thicknesses available. 3. One-part silicone adhesives shall be 20 to 30 "shore A" hardness, clear and non-yellowing. C. Concrete Installation: Installation of anchoring devices into concrete slab shall be adjusted to avoid penetrating existing reinforcing structural components. contained in the concrete slab. Coordinate with the Architect and Structural Engineer. D. Acrylic: Acrylic intended for non-illuminated use shall be 0.25-inch cast acrylic sheet with non-glare finish, unless otherwise specified on Contract Drawings. Acrylic intended for edge-illuminated use shall be 10mm extruded acrylic sheet with embedded diffuser particles designed specifically for edge-lighting, unless otherwise specified on Contract Drawings. E. Plexiglas® and Lexan®: Plexiglas® shall be manufactured by Rohm and Haas Co., or equal quality. Lexan® polycarbonate resin thermoplastic shall be manufactured by GE Plastics, or equal quality. Thickness shall be as indicated on Contract Drawings or not less than 0.125-inch thick. The Signage Contractor shall provide color and finish samples of all plastics for approval before fabrication; no substitution in color, thickness, or finish of plastics will be accepted without written approval from the City's signage representative. All plastics shall be of uniform color, translucence and illumination, as supplied by manufacturer. Any exposed edges of material shall be finished so as no saw marks are visible. F. Hardware/Hinges: Provide and install all incidental hardware necessary for the proper functioning of the Signs, including, but not restricted to, materials and products covered in this section. Provide stainless steel hinges for all hinged access panels. Provide pin tumbler locks for all access panels requiring locks. Provide stainless steel fasteners for assembling ferrous and non-ferrous metals. G. Fasteners: All tamper proof bolts, nuts, acorn nuts, screws, washers, lock washers, anchors and other devices required to complete the Work shall use the same basic metal or alloy as the metal fastened, and match in color and texture. Use stainless steel 300 series alloy where used to join dissimilar materials. H. Exposed Fasteners: All exposed fasteners to be 0.125-inch flathead stainless steel screws painted to match adjoining surfaces unless otherwise specified on Contract Drawings. I. Pin-mount Supports: Pin-mount supports shall be 0.1875-inch to 1-inch diameter painted threaded rods with non-corrosive spacer covers painted to match returns as appropriate. J. Insulation/Material Isolation: All ferrous and non-ferrous metals shall be separated with non-conductive gaskets to prevent electrolysis. In addition to gaskets, provide stainless steel fasteners for some cases as required. K. Interior Vinyl Graphics: Applied interior vinyl graphics to be High Performance Cast Vinyl Sheeting, unless otherwise specified on Contract Drawings. L. Exterior Vinyl Graphics: Applied exterior vinyl graphics to be High Performance Reflective Vinyl Sheeting, unless otherwise specified on Contract Drawings. 1. All reflective vinyl shall be minimum 3M Diamond Grade Series 4000, which is CalTrans/LADOT compliant unless otherwise specified on Contract Drawings. 2. All vinyl overlays will be applied over new fabricated metal sign panels with no existing overlays. M. Additional Material/Processes: For materials or processes described in the preceding list, the material and/or process as detailed in the Contract Drawings shall be used as the meet or exceed equivalent. N. Outdoor Material Application: All materials in the preceding list required for outdoor application must be suitable for coastal environments. Any material(s) proposed by the Sign Contractor that is not listed above should be clearly identified in the shop drawings for the City's signage representative's review and approval. 295 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 60 8 | Specifications 2.03 – ELECTRICAL COMPONENTS A. Electrical Components: All electrical components must conform to applicable electrical codes and the following: 1. All materials must be approved and listed by Underwriters Laboratories, Inc. 2. Light Emitting Diode (LED) general lighting requirements: a. Provide sufficient LED wattage, quantities and spacing to ensure continuous, maximum illumination. b. Provide LED lighting prototypes to verify brightness and uniformity of lighting with designer. 3. LED lighting component, color and power requirements: a. Edge lighting – fabricated linear white LEDs 24 VAC. b. Back lighting – fabricated matrix white LEDs 24 VAC. 4. Heavy duty, non-keyed, flush mounted, fused or unfused disconnects. Provide NEMA 1 for dry locations and proper enclosure for others. B. Electrical Wiring and Equipment: Provide and install electrical materials such as ballasts, transformers, power supplies, LED modules, lamps, sockets, neon units, connectors, and all other equipment which shall be new and shall be approved by Underwriters Laboratories, Inc. The assembly of all components within the illuminated signs shall conform to all standards of Underwriters Laboratories, Inc. as published in the latest edition of "Standards for Sign Safety" and all illuminated signs shall bear the U.L. label. All wiring and equipment shall be concealed within the Sign structure. C. Conduit and Devices: Provide rigid steel conduit, junction boxes and associated devices in accordance with applicable codes as required. D. Wiring: Minimum #12 AWG copper shall be used. High tension wiring shall not be less than GTO 15 wire as manufactured by Carol Cable Company or approved equal. All wiring shall be AWM 90 0 centigrade 1000- volt TW/MTW U.L. file no. 18971. Wiring connectors for wire splicing shall be U.L. approved 1000-volt capacity and shall be Scotch Lock type Y or R or equal. All splices should be easily accessible for inspection and should be shown on shop drawings. E. Power Supplies: Ballast and or UL approved power supplies shall be used as required for internally illuminated cabinet signs, in quantity and arrangement as recommended by manufacturer, accessible for maintenance and shown on shop drawings provided by the Signage Contractor. F. LED Power Supplies: LED power supplies shall be used as required for internally illuminated cabinet signs, in quality and arrangement as recommended by manufacturer, accessible for maintenance and shown on shop drawings provided by the Signage Contractor.. G. Disconnect Switch: All Signs or Sign components with electrical service shall be equipped with an approved external disconnect switch, flush mounted on the cabinet / Sign, with circuits and capacity to control all primary wiring within the Sign. Location of switch must be shown on shop drawings and is subject to approval. H. LED Illumination: All signs with LED fixtures shall provide even, diffused, illumination without light leaks or hotspots. The Signage Contractor shall provide any specification information required to verify performance. All fixtures shall be provided by the Signage Contractor. The Signage Contractor shall provide waterproof flush access panel(s), which shall be concealed wherever possible. Conduit wiring and electrical equipment from the field electrical connection to any part of the sign and within the sign shall be provided by the Signage Contractor. I. Ventilation: While maintaining a proper weather seal, the Signage Contractor shall provide for sufficient ventilation of Sign components to prevent overheating or warping; allowing for color of sign, mounting surface, climate conditions, etc. In providing for ventilation, Signage Contractor shall protect sign from elements (rain, wind, debris, etc.) that might cause operational or cleaning problems. Signs / cabinets with light leaks will not be accepted. the Signage Contractor shall utilize stainless steel bug mesh screen for integration with weep holes or vent / louvers on the Signs to prevent insect migration into illuminated Signs. J. IT Conformity: All electrical components are subject to review by the City's IT group. Sign Contractor shall provide all fabrication details and electrical component specifications for all sign types in detailed shop drawings. 2.04 – DYNAMIC VIDEO DISPLAYS A. IT Conformity: All Dynamic Screens, Electronic Full Color LCD, LED and OLED Dynamic Video Displays shall conform to the latest City IT department specifications and requirements. Sign Contractor is to provide all compatible dynamic signage, screens, related equipment and mounting systems per Contract Drawings unless noted otherwise. Sign structural support, internal illumination, electrical/data connections and required custom fabrication details for all sign types should be detailed in shop drawings. B. FCC Compliance: Electronic Full Color Dynamic Video Displays must conform to FCC (Federal Communications Commission) Title 47, Part 15, Class A. The Displays must have FCC Compliance statement sticker affixed to the exterior of the product. C. Third-party Testing: Upon request, display manufacturer must provide an accredited Third-party Testing Lab Center certificate of compliance for the Display model quoted for the project. The FCC requires that all digital screens be tested in a worst-case scenario to ensure compliance with emissions limits and to show that the equipment will not cause harmful electromagnetic interference to other devices. D. Display Statement: All displays must showcase the following statement on the exterior of the displays, as required by 47 CFR section 15.19(a)(3): 296 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 61 8 | Specifications 1. This devise complies with part 15 of the FCC Rules. Operation is subject to the following 2 conditions: a. This device may not cause harmful interference. b. This devise must accept any interference received, including interference that may cause undesired operation. E. Test Plan: The Signage Contractor is required to submit a Test plan for all Dynamic Video Displays in compliance with Division 27 and to include the following: 1. Factory Testing 2. Field Installation Testing 3. Field Functional Testing F. Functionality Verification: After successfully installing all displays and components, Sign Contractor to demonstrate to the City's signage representative and verify that all components work seamlessly per Test Plan and manufacturer’s specifications. 2.05 – FINISHING MATERIALS A. Linear Polyurethane Coatings: The Signage Contractor is required to provide the following, or other products as approved by the City's signage representative. 1. Acrylic Polyurethane Ultra Low VOC Paint: MAP-LV by Matthews Paint Company to be used for exterior application for properly prepared and primed substrates such as aluminum, steel and other substrates. Substrates should be prepared according to the Matthews Substrate Preparation Guide prior to topcoat application. 2. Primer for Aluminum: Two-part component primer: One-coat Matthews 74-734 and 74-735 Metal Pretreat at. 25 mils dry film thickness or one-coat Matthews 74-793 Spray Bond at .15 to .25 mils dry film thickness or Wyandotte / AKZO Grip-Guard Wash Primer (2Afy-31284) with Grip-Guard Wash Primer Hardener (10AFK-31285) combined and applied per manufacturer's specifications or approved equal (primer) for the application of the pre- approved and pre-formulated paint system. 3. Primer for Steel: Two part component primer: One-coat Matthews 74-734 and 74-735 Metal Pretreat at .25 mils dry film thickness or Wyandotte / AKZO Grip-Guard Wash Primer (2Afy-31284) with Grip-Guard Wash Primer Hardener (10AFK-31285) combined and applied per manufacturer's specifications or approved equal (primer) for the application of the pre-approved and pre-formulated paint system. 4. Clear Sealers: Crystal clear matte Low VOC or Ultra Low VOC polyurethane sealers by Matthews Paint Co. or approved equal. Sealers are to resist rust and corrosion associated with exposure to salt air. And provide additional UV protection, graffiti resistance and durability. As required and of highest quality available, applied per manufacturer's specifications. Where vinyl, decals, or film are to be applied over painted surfaces, apply clear polyurethane over both applique and paint to provide an anti-graffiti coating. B. Anodized Aluminum Components/Panels: If required, the Signage Contractor shall provide anodized (application of aluminum oxide film coating in clear or colored dye finish) aluminum panels or parts to match Contract Drawing specified color, grain, finish and specifications. C. Direct Printing Materials: Provide only weather-resistant coating materials, compatible with the intended substrates under normal wear and use the workmanship and materials used should not delaminate, peel, blister, crack or fade for a period of ten (10) years for exterior use. This does not include accidents, abuse or misuse. D. Painted or Silk-Screening Materials: Provide only weather-resistant coating materials, compatible with the intended substrates. All silk- screened graphics are to be done with the finest screen size feasible for sharp, even reproduction. E. Vinyl Die-Cut and Pattern Cut-out Graphics: Use Scotchcal Opaque and Translucent film and Scotchcal Diamond Grade VIP Reflective film manufactured by 3M where specified. Use pressure-sensitive, non-yellowing, non- peeling and weather resistant vinyl as specified. Use approved fonts and colors as specified. Apply in strict accordance with manufacturer’s instructions. Make uniformly smooth and free from bubbles, wrinkles, stretching, and blemishes. 2.06 – FABRICATION OF SIGNS AND SUPPORTS A. General: Provide custom manufactured Sign assemblies, components completely fabricated and finished at factory before delivery to Project. Construct to accurate detail and dimensions as shown and as review on approved shop drawings. Fit and assemble the Work at the shop and mark the components as required to facilitate assembly during installation. Exposed fasteners on finished faces will not be allowed, unless specifically indicated. Waviness and oil canning of surfaces is not acceptable. Minimum material thickness is to be 0.090 inches. Conceal wiring, conduct and other electrical items within sign enclosures. B. Lettering: Cut and rout in a manner to produce true and clean edges and corners of finished letterforms. Letterforms having rounded positive or negative corners, nicked, cut, or ragged edges are not acceptable. Align letter forms to maintain a baseline parallel to the sign format. Maintain margins as indicated on the Contract Drawings. C. Seams and Joints: The Signage Contractor shall cut walls and floors carefully and neatly repair them in an acceptable manner. The Signage Contractor shall consult the Architect of Record in cases where cutting into a structural portion of the building is required so that satisfactory reinforcement may be provided. Added joints shall be ground filled and finished flush and smooth with adjacent work. Such seams shall be invisible after final finish has been applied. Spot welded joints shall not be visible on exterior of signs after final finish has been applied. No gaps, light leaks, waves, or oil canning will be permitted in Work. If any of these are evident, the Signage Contractor will be required to correct its Work or construct a new Sign at its own expense. D. Metal Signs and Supports: Fabricate exposed surfaces uniformly flat and smooth, without distortion, pitting, or other blemishes. Form exposed metal edges to a smooth radius. Permanently bond the laminated metal components and honeycomb core 297 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 62 8 | Specifications with adhesive or sealant in accordance with product manufacturer's recommendations. Grind exposed welds and rough areas to make flush with adjacent smooth surfaces. E. Welding: Make welds continuous. Comply with American Welding Society, Aluminum Association, and Copper Development Association standards for the type of metal used. F. Fasteners: Sign face surfaces shall not be penetrated, deformed, distorted,or discolored by attachment of concealed fasteners. All fasteners and attachment hardware shall be resistant to oxidation or other corrosive action completely through their cross sections. Work shall be secured with fasteners of the same metal, color, and finish as the components they secure when visible. Use exposed fasteners only if shown on the Contract Drawings. G. Dissimilar Materials: Where metal surfaces will be in contact with dissimilar materials, coat the surfaces with epoxy paint or plate with zinc chromate, or provide other means of dielectric separation as recommended by manufacturer to prevent galvanic corrosion (i.e. Neoprene gasket as an isolation membrane). H. Castings: Exposed surfaces shall be uniformly free from porosity and roughness. Edges shall be filled and ground smooth. Faces shall be chemically etched and mechanically polished for specified finish. I. Galvanizing: Provide for steel components in exterior construction, and where noted in Contract Drawings shall be galvanized. Complete the shop fabrication prior to application of the zinc coating. Remove mill scale and rust, clean and pickle the units as required for proper pretreatment of the surfaces. J. Hardware: Provide all incidental hardware necessary for the proper functioning of signs. External hardware shall conform to the external appearance of the Sign. K. Supports and Backing in Walls: The Signage Contractor shall provide engineered Sign supports anchored to building structure where required and to meet requirements of applicable building codes. Support or backing requiring installation within the building wall construction shall be immediately relayed to the Architect of Record and the City's signage representative for field coordination. the Signage Contractor shall meet with the General Contractor to review all requirements. L. Access Doors and Frames: Access doors and frames shall be flush with the material in which they occur, unless otherwise specified. Access doors and frames shall be provided upon prior written approval of the Architect of Record and the City's signage representative. Each trade providing access doors and frames shall verify the need for fire rated doors on the Construction Drawings. Access doors in walls, partitions or ceilings shall bear UL fire rated labels of same fire rating. If access doors and frames are required to be exposed to view, they shall be chrome, brass, stainless steel, or other finish to match other finishes in the spaces in which they are to be installed, unless otherwise specified. Obtain the City's signage representative's approval for location of each access door prior to placement. 2.07 – FINISHES APPLICATION A. Sign Graphics: Provide the letters, numerals, symbols, and other graphics markings, using the finish materials shown. Apply the graphics neatly, uniformly proportioned and spaced, and accurate within the dimensions indicated. Prepare the substrate surfaces and apply finish materials in accordance with manufacturers' instructions. B. Metal Finishes: Remove scratches, abrasions, dents and other blemishes before applying finish. Apply the following to the fabricated Work, with texture and reflectivity as required to match the Architect's sample. 1. Linear Polyurethane Finishes: Clean the surfaces as required for proper adhesion of coatings. Use 3M Scotch-Brite™ pads with cleanser and water, and/or chemically treat as recommended by paint manufacturer to remove deleterious film or residue. 2. Linear Polyurethane Primer: Provide pretreatment and primer in accordance with manufacturer's recommendation. Add ultraviolet inhibitors to paint subject to sunlight exposure. 3. Clear Linear Polyurethane Finish: Provide pretreatment, primer, and matte or semi-gloss finish coatings in accordance with manufacturer's recommendations and Contract Drawings. Apply 1.5 to 2.0 mils (0.0375 to 0.050 mm) dry film thickness. 2.08 – GRAPHICS APPLICATION A. Preparation: Surfaces to receive the graphic markings shall be clean, dry, and otherwise made ready for application of the materials. Accurately measure and lay out the required marking configurations as indicated on Contract Drawings. Graphic applications include but are not limited to the following. B. Vinyl Die-cut and Pattern-cut Graphics: Use pressure sensitive, non-yellowing, non- peeling and weather resistant vinyl adhesive letters or images, custom flood coated as required, die cut from Scotchcal™ or Scotchlite™ as manufactured by 3M Company. Apply in strict accordance with manufacturer's instructions. Make uniformly smooth and free from bubbles, wrinkles, stretching and blemishes. C. Direct Printing Graphics: All digital pictorials to output at a true minimum [720x720] dpi output resolution. Files to contain a minimum of 200 pixels per inch at final size. Under normal wear and use the workmanship and materials used should not delaminate, peel, blister, crack or fade for a period of ten (10) years for exterior use. This does not include accidents, abuse or misuse. D. Painted or Silk-screened Graphics: All graphics shall be applied using photo processed screens from camera ready art, arranged to furnish sharp and solid images without build-up or bleeding of the coating. Comply with coating manufacturer's application instructions. Provide proper type of primer to suit each substrate and obtain a permanent bond. Verify compatibility of each substrate with the coatings to be used in 298 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 63 8 | Specifications the Work. Apply the markings with neat edges, minimum 3 mils (0.075 mm) dry film thickness and as required to obtain solid markings without voids. 4. Acid-Etched Graphics and Typography: Acid-etched typography and graphic imagery must be an average of 1/16-inch deep, with clean, crisp, sharp edges; ragged or soft (polished out) edges will be rejected. Acid baths used for etching should be fresh and used in an environment and temperature that will provide the highest quality etched images. Color fill as indicated by the S/P color and finish schedule, keeping inks and fills true to the edges of letterforms/graphics. PART 3: EXECUTION 3.01 – VERIFICATION OF CONDITIONS A. Inspect all surfaces to receive signage and report all defects that would interfere with signage installation. B. Starting Work implies acceptance of surfaces as satisfactory. C. Verify all conditions and sign dimensions in field. the Signage Contractor to review and study architectural, landscape, lighting, electrical and related plans to ensure that all proposed signs can be installed and supported. Verification of conditions and sign dimensions to be completed prior to sign fabrication and reviewed with the City's signage representative. 3.02 – DEMOLITION A. Existing signage to be removed and responsibly and lawfully disposed. B. To support the City’s environmental sustainability policies all materials, where practicable, should be recovered and recycled prior to commencement of work when maintenance or general replacement is undertaken. C. Installation of new signage to be installed immediately after any demolition. D. Unused data and/or electrical feeds to be coordinated with with city representitive for proper terminations. E Any surfaces damaged shall be repaired and painted/patched to match adjacent surface. F. Concrete and floor surfaces to be repaired in coordination with city representitive. 3.03 – INSTALLATION A. Install signage upon acceptance by the City's signage representative of material and completion of job site area to receive such materials. B. Guard against damaging existing pavements and planting where Sign is to be installed. C. Footings beneath topping surface shall be installed and located prior to top surface installation. D. Prior to installation, check all components, nuts, bolts, and other connections for proper alignment, fit and any damage. Replace damaged or defective components. E. Prior to installation, confirm all electrical locations and requirements with the City's signage representative. 3.04 – CLEANUP A. Keep areas of work clean, neat and orderly at all times. Clean surfaces, inside and out. Use approved cleaners if necessary, to remove dirt, smudges, stains or grime. B. Protective coverings and strippable films shall be removed at a time that will afford the greatest protection of the installed Work. Sign adjacent surfaces shall be cleaned to remove excess glazing and sealant compounds, dirt, and other substances. C. Upon completion of work and before final acceptance, remove tools, surplus materials, apparatus, and debris from the site. Wash, clean, and leave paved areas without stains. Leave the site in a neat, clean condition for review by the City's signage representative. 3.05 – FINAL INSPECTION AND ACCEPTANCE A. Upon completion of work, the City's signage representative will perform a final inspection for acceptance. B. The Sign Contractor shall remove all unused mock-ups, submittals, materials, and equipment from site prior to final acceptance by the City's signage representative. C. The Sign Contractor shall submit to the City's signage representative all operation manuals, tools, and keys as specified in this Document. - END OF SECTION - 299 PHASE: TASK 4 JANUARY 05, 2025 PROJECT: CITY OF PALM DESERT WAYFINDING MASTER PLAN 64 8 | Specifications Maintenance Schedule All signs, in inventory storage and public areas, shall be inspected and cleaned bi-annually to maintain a high quality finish and achieve longevity. In addition, site- wide inspections shall occur after earthquakes, power outages, heavy rainfall, and high wind conditions. Signage Inventory Oversight and Inspections Regular sign inventory inspections and information will be managed by city representive. Oversight responsibilities include: • Sign inventory • Photographic archives • Damage Report/Repair Request documents • Specifications • Shop drawings • As-builts drawings • Field verification for sign types, messaging, location • Warranties The signage inspector shall maintain a photographic archive of each sign. Dated record updates will occur upon sign installation and at regular inspections. Regular scheduled signage inspections shall include the following steps: 1. Physical inspection and photographic documentation. 2. Completion of the Damage Report/Repair Request. The Inspection Damage Report/Repair Request will detail all damage and repairs needed and confirm completion of these tasks: a. Complete photographic documentation b. Note message updates where applicable c. Enter message updates into database (upon validation) d. Remove damaged signs promptly e. Check and test all illuminated signs to ensure proper performance f. Tighten screws, bolts, and fasteners periodically Replace missing fasteners promptly g. Check sign cabinets and support structures for cracks and vandalism h. Remove broken components and replace promptly i. Clean graffiti immediately j. Touch up damaged paint promptly k. Cleaning Graffiti & Vandalism All signs shall be covered in removable transparent anti-graffiti film which can be easily replaceable. For all cleaning or maintenance issues, please contact city representitive. Cleaning All signs shall be cleaned to a professional standard. Tape, grime, dirt, and graffiti shall be removed. Most surfaces can be cleaned with mild soaps and detergents applied with a soft lint-free cloth or sponge. Cleaning methods shall include but not be limited to the following: 1. No aggressive solvents, paint thinners, acetone, alcohol, and chemical cleaners shall ever be used. 2. No scouring pads and cleaners containing abrasives which can scratch finishes shall ever be used. 3. Exterior signs shall be washed with automobile cleaner and warm water. 4. Tape shall be removed with 3M vinyl tape remover agent. 5. Light graffiti can be removed with citrus- based products and pressurized clean water. Signs which can not be cleaned of graffiti shall be refurbished or replaced. 6. Electronic and dynamic display signs shall be cleaned according to the manufacturer’s recommendations. 300 Wayfinding Master Plan: Destinations, Language & Placement 301 Agenda Wayfinding Framework Destinations & Language Frequencies Signage Comparison Feedback 302 303 Wayfinding Framework 304 Less is More, Especially on El Paseo 305 Limit Signs with Single Destinations 306 Use Clear, Concise & Consistent Language 307 Civic Center Represents the Campus Identity 308 Destinations & Language Proper Nomenclature Proposed Language Destination Priority El Paseo El Paseo Primary McCallum Theatre McCallum Theatre Primary College of the Desert College of the Desert Primary Palm Desert Civic Center Civic Center Primary The Living Desert Zoo and Gardens The Living Desert Zoo Primary University of California, Riverside -Palm Desert Campus UCR Primary California State University, San Bernardino -Palm Desert Campus CSUSB Primary Desert Willow Golf Resort Desert Willow Primary The Joslyn Center Joslyn Center Secondary Historical Society of Palm Desert Historical Society Secondary Cahuilla Hills Park Cahuilla Hills Park Secondary Freedom Park Freedom Park Secondary Cap Homme / Ralph Adams Park Homme Adams Park Secondary Hovley Soccer Park Hovley Soccer Park Secondary Entrada Del Paseo Entrada Del Paseo Secondary Artists Center at the Galen Artists Center Secondary Eric Johnson Memorial Gardens Eric Johnson Gardens Secondary 309 Destination Frequencies Proposed Language Destination Priority Frequency El Paseo Primary 23 McCallum Theatre Primary 23 College of the Desert Primary 23 Civic Center Primary 22 The Living Desert Zoo Primary 18 UCR Primary 10 CSUSB Primary 9 Desert Willow Primary 9 The Joslyn Center Secondary 6 Historical Society Secondary 5 Cahuilla Hills Park Secondary 5 Freedom Park Secondary 4 Homme Adams Park Secondary 2 Hovley Soccer Park Secondary 2 Entrada Del Paseo Secondary 2 Artists Center Secondary 2 Eric Johnson Gardens Secondary 2 51 Wayfinding Signs (Destinations Only) 310 Signage Comparison Signage Type Existing Proposed Destinations 67 51 Parking 11 3 Pedestrian 0 4 Total:78 58 25% Less Signage 311 Naming Convention: Civic Center “Civic Center / Park”Retain “Civic Center” Adopt Rebranding the CampusConsider 312 Questions & Comments 313 314 Wayfinding Master Plan: Destinations, Language & Placement 315 Agenda Wayfinding Framework Destinations & Language Frequencies Signage Comparison Feedback 316 317 Wayfinding Framework 318 Less is More, Especially on El Paseo 319 Limit Signs with Single Destinations 320 Use Clear, Concise & Consistent Language 321 Civic Center Represents the Campus Identity 322 Destinations & Language Proper Nomenclature Proposed Language Destination Priority El Paseo El Paseo Primary McCallum Theatre McCallum Theatre Primary College of the Desert College of the Desert Primary Palm Desert Civic Center Civic Center Primary The Living Desert Zoo and Gardens The Living Desert Zoo Primary University of California, Riverside -Palm Desert Campus UCR Primary California State University, San Bernardino -Palm Desert Campus CSUSB Primary Desert Willow Golf Resort Desert Willow Primary The Joslyn Center Joslyn Center Secondary Historical Society of Palm Desert Historical Society Secondary Cahuilla Hills Park Cahuilla Hills Park Secondary Freedom Park Freedom Park Secondary Cap Homme / Ralph Adams Park Homme Adams Park Secondary Hovley Soccer Park Hovley Soccer Park Secondary Entrada Del Paseo Entrada Del Paseo Secondary Artists Center at the Galen Artists Center Secondary Eric Johnson Memorial Gardens Eric Johnson Gardens Secondary 323 Destination Frequencies Proposed Language Destination Priority Frequency El Paseo Primary 23 McCallum Theatre Primary 23 College of the Desert Primary 23 Civic Center Primary 22 The Living Desert Zoo Primary 18 UCR Primary 10 CSUSB Primary 9 Desert Willow Primary 9 The Joslyn Center Secondary 6 Historical Society Secondary 5 Cahuilla Hills Park Secondary 5 Freedom Park Secondary 4 Homme Adams Park Secondary 2 Hovley Soccer Park Secondary 2 Entrada Del Paseo Secondary 2 Artists Center Secondary 2 Eric Johnson Gardens Secondary 2 51 Wayfinding Signs (Destinations Only) 324 Signage Comparison Signage Type Existing Proposed Destinations 67 51 Parking 11 3 Pedestrian 0 4 Total:78 58 25% Less Signage 325 Naming Convention: Civic Center “Civic Center / Park”Retain “Civic Center” Adopt Rebranding the CampusConsider 326 Questions & Comments 327 328 Page 1 of 7 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Veronica Chavez, Director of Finance SUBJECT: RESOLULTIONS ADOPTING OPERATING BUDGET POLICY, CAPITAL PLANNING AND PRIORITIZATION POLICY, LONG-TERM FINANCIAL PLAN POLICY, AND RESERVE POLICY CHANGES RECOMMENDATION: 1. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, RESCINDING RESOLUTION NO. 2018-73 AND ADOPTING A REVISED RESERVE POLICY.” 2. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING AN OPERATING BUDGET POLICY.” 3. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING A CAPITAL PLANNING AND PRIORITIZATION POLICY.” 4. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING A LONG TERM FINANCIAL PLANNING POLICY.” BACKGROUND/ANALYSIS: On December 15, 2025, staff presented the City’s 10-Year General Fund Cash Flow Analysis, projected demands on fiscal resources, and potential policy refinements aligned with Council priorities and best practices. Council directed staff to return with updates to the policy and additional information as follows: Updates: 1. Reduce Operating Reserve amount from 25% to 10% of Revenue 2. Reduce Emergency Reserve amount from 20% to 15% of Revenue 3. Create a minimum Reserve Floor of 16.7% per GFOA best practices. 4. Add $5 million annual reserve into Economic/Community Investment Reserve with ROI requirement for use 5. Create Productivity Savings/Innovation Reserve to encourage continuous improvement by allowing managers to retain and reinvest productivity relate d savings in long-term service enhancements. Clarifications: 1. Clarification regarding the City of Rancho Mirage reserve percentage (84%). 2. Additional methods to support facility maintenance reserves and long-term capital savings, including rollover and cap mechanisms. 3. Additional support for the static liability reserve. 329 City of Palm Desert Reserve and Associated Budget Policies Page 2 of 7 4. A revised Reserve Policy incorporating Council feedback and recommended best - practice refinements. Coordinated Policy Package While the December Study Session focused on the Reserve Policy, staff’s follow-up work confirmed that reserves cannot be managed effectively in isolation. Operating budget rules, capital planning, and long-term financial forecasting must work together to ensure reserve targets are achievable and aligned with Council priorities. Accordingly, this report includes three additional policies—FIN-014 (Operating Budget Policy), FIN-015 (Capital Planning and Prioritization Policy), and FIN-016 (Long-Term Financial Planning Policy)—which complement the updated Reserve Policy (FIN-003a). These policies reflect current practices and implement GFOA best practices and strengthen the City’s award of distinction program submissions. City of Rancho Mirage Reserve The City of Rancho Mirage Reserve Policy, approved in 2013, commits static dollar amounts for each reserve category rather than a target percentage of fund balance. The “84%” figure reflects a point-in-time calculation: total reserve allocations divided by current fund balance. Deviations from the 2013 reserve dollar allocations are considered and approved annually by their City Council. Facility Maintenance Reserves and Capital Improvement Project Reserves Current Approach and Need for an Updated Method Reserving for facility maintenance ensures City buildings remain in good co ndition to meet community needs. The City currently references a 2018 Replacement Reserve Study (RRS). However, reserve studies require periodic updating to reflect inflation, asset changes, and evolving service demands. Updating a comprehensive study can be costly and may not be necessary if the City adopts a simpler, policy-driven approach that can be revisited annually through the budget process. Recommended Facility Maintenance Reserve Method (Best Practice Model) Staff recommends a facility reserve methodology modeled after the City of Fort Collins, Colorado. Under this approach, the City establishes an annual facility maintenance “provision” equal to 4% of the Replacement Value of General Fund facilities. A 4% annual provision is commonly used as a rule of thumb to support major facility component replacement on an approximate 25-year lifecycle basis (1 ÷ 4% = 25 years). Funds are appropriated annually through the budget process, and unspent amounts may roll forward to support future replacement needs. Replacement Reserve Calculation and Threshold To manage reserve balances responsibly, staff recommends a “target plus ceiling” threshold model commonly used in public-sector reserve policies. Under the recommended facility methodology, the base annual fa cility provision is 4% of replacement value. Therefore, the facility reserve target is tied to the annual provision (assuming a 25-year lifecycle), and thresholds are expressed as a percentage of the annual provision amount to prevent underfunding or over-accumulation while maintaining flexibility for timing of major projects. FY 2025-26 Estimated Replacement Value for General Fund facilities: $230,036,978 330 City of Palm Desert Reserve and Associated Budget Policies Page 3 of 7 Annual Facility Provision (4% of Replacement Value): $9,201,479 Using the “target plus ceiling” model, staff recommends the following thresholds for the Facility Maintenance Reserve: Level Purpose Metric Palm Desert Minimum Avoid underfunding risk 30% of Annual Facility Provision $2,760,444 Target Optimal funded level 70% of Annual Facility Provision $6,441,035 Maximum (Cap) Prevent excess accumulation 110% of Annual Facility Provsion $10,121,627 Under this approach, the target facilities reserve for FY 2025–26 would be $6,441,035. Use and Rollover: Reserve funds may be used only for facility capita l replacement, major maintenance, or related capital expenditures approved through the budget or CIP process. Unspent amounts may carry over year to year; however, reserve balances will not exceed the cap. If the reserve exceeds the cap, annual contributions will be paused and/or projects may be advanced in the CIP until balances return to the target range. At no time will the facilities reserve carry less than 30% of the replacement value for that fiscal year. There are other methods of establishing ceilings, however this one is more conservative and provides staff time to assess the impact, while helping to maintain long-term financial stability. Long Term Capital Project Funding The Capital Improvement Program (CIP) is the City’s prim ary tool to plan, prioritize, and fund capital investments. While five-year CIP programs are common, staff will present the CIP in a ten-year format to align with the City’s current project horizon and strengthen long-term planning. The City will continue using a blend of funding sources, prioritizing restricted funds first where legally eligible, and utilizing General Fund resources strategically. A commonly used framework for capital funding is:  Use a capital replacement reserve to fund predictable renewals  Use the CIP for larger renovations and new assets  Use debt for major long-lived expansions when appropriate Historically, up until 2012 the Palm Desert Redevelopment Agency (RDA) largely represented the primary funding source for capital improvement projects within the City. Following the Dissolution of RDA (and the Great Recession), many improvements were halted as funds became scarce and growth was slow. Most projects completed between 2012 and 2020 were largely funded by special funds like Measure A, CVAG, former RDA bond proceeds, and more recently transfers from the General Fund balance. Currently the City has no debt. Common city CIP funding sources include:  General Fund transfers (for general-purpose capital)  Enterprise fund rates (water, sewer, solid waste) 331 City of Palm Desert Reserve and Associated Budget Policies Page 4 of 7  Development impact fees (parks, traffic, public facilities—legally restricted)  State/federal grants (transportation, water, climate)  Special taxes/assessments (voter approved)  Debt proceeds (lease revenue bonds, COPs, GO bonds)  One-time revenues (excess fund balance, property transfer tax windfalls) Pay-Go or general fund transfers are used when necessary for projects that are recurring or maintenance like, where adequate reserves exist, or restricted funds are unavailable (if eligible). The updated Reserve Policy maintains a CIP contingency reserve equal to 20% of the entire CIP Program. These funds may be used for cost overruns and/or new capital needs not currently included in the CIP and replenished when resources are available. Council may also consider adopting a “one-time revenue set-aside” policy in the future (e.g., 5%–20% of one-time revenues dedicated to capital reserves), which would provide an additional tool to support long-term capital needs. Debt Issuance Option Debt financing is a potential tool option to deliver major projects while maintaining desired reserve levels. Lease revenue bonds allow the City to build infrastructure now and pay over time, aligning costs with the useful life of the asset. Any future debt issuance would be evaluated through the City’s debt policy and affordability analysis that considers interest costs, construction cost escalation, and long-term financial impacts. Minimum Total Reserve Threshold Finally, City Council agreed to staff’s recommendation of adding a minimum threshold to the Reserve Policy in alignment with GFOA’s recommended 16.7%. Upon further investigation, staff recommends revising the cumulative reserve minimum to 35%. A recently published paper on Rethinking Reserves notes that bond rating agencies require at least 35% of revenue to be held in reserves in order to maintain an Aaa rating. Cash Flow Projection Comparisons Following the Study Session review, staff is providing six variations of the Ten -Year Cash Flow Model for consideration: 1. As Is – No Changes to Policy 2. Revised Policy based on Recommended Changes 3. Adds CIP Costs across 10 Years (vs. 5-Year Model) to reflect reality 4. Adds Reserve for HA Properties 5. Adds removal of Regional Park Costs 6. Add a Financing Component The highlights are as follows: Schedule 1 Schedule 2 Schedule 3 Schedule 4 Schedule 5 Schedule 6 332 City of Palm Desert Reserve and Associated Budget Policies Page 5 of 7 As Is Revised 10-Year Adds HA Removes Pk Adds Debt Fund Balance at FYE 2035 $8,558,774 $8,558,774 $29,685,346 $29,685,346 $36,553,753 $96,989,110 % Reserve Funded at Yr 10 10% 12% 41% 39% 48% 127% 35% Minimum Res Met No No Yes Yes Yes Yes Required Res Met No No No No No Yes Although the net effect of the recommended changes to the reserve policy are not extensive, it does provide opportunities to invest in the community and ultimately our revenue streams. S taff will continue to evaluate needs and research optimal reserve levels and best practices to ensure the City is maintaining financial stability, as well as maximizing flexibility to recognize opportunity costs while reserving the need for debt issuance. Staff recommends adoption of FIN-003a, FIN-014, FIN-015, and FIN-016 as presented. Staff will review these policies annually during the budget process and return to City Council with reserve and compliance reporting as appropriate. Staff intends to return with a separate item for Council consideration to formally adopt a policy establishing reserve requirements for revenue -sensitive Special Funds and Enterprise Funds. Legal Review: This report has been reviewed by the City Attorney’s Office FINANCIAL IMPACT: There is no immediate impact to the General Fund with this action. While the policy amendment will adjust reserve allocations within fund balance, it does not change total fund balance. The additional policies codify operating budget practices, establish capital prioritization criteria, and strengthen long-term planning requirements. Staff would like to note that several additional big projects are not currently included in the CIP Plan but remain in the queue for future consideration. Once prioritized and upon availability of funding they will be added: PROJECT COST ESTIMATE Citywide Undergrounding $350,000,000 Citywide Fiberoptics $5,000,000 Cook Street Bridge @ Whitewater $85,000,000 Median Landscape Plan $40,000,000 Park Construction Plan (All Parks) $10,700,000 Portola at I-10 Interchange $150,000,000 Traffic Operations (All Functions and Parking) $17,000,000 333 City of Palm Desert Reserve and Associated Budget Policies Page 6 of 7 TOTAL $657,700,000 ATTACHMENTS: 1. FIN-003 RES 2018-73 Reserve Policy 2. Ten-Year Cash Flow Forecast – Combined 3. Resolution - Adopting Revised Reserve Policy FIN-003a 4. Rancho Mirage Staff Report dated March 10, 2015 – General Fund Reserve Balances 5. Resolution - Adopting Operating Budget Policy No. FIN-014 6. Resolution - Adopting Capital Plan Policy No. FIN-015 7. Resolution - Adopting Long-Term Financial Plan Policy No. FIN-016 334 City of Palm Desert Reserve and Associated Budget Policies Page 7 of 7 CONFLICT OF INTEREST AWARENESS CHECKLIST: ☐ Site-Specific Property Interest – Councilmembers should check if they own or lease real property within 1,000 feet of the project site (Gov. Code § 87103(b); FPPC Reg. 18702.2). ☐ SB 1439 Applicability (Campaign Contributions) – Applies to licenses, permits, or other entitlements for use, and to contracts or franchise agreements other than competitively bid, labor, or personal employment contracts. Applicant(s)/Appellant(s): Not Applicable Councilmembers should review any campaign contributions received within the last 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision (Gov. Code § 84308). Note: These indicators are informational and do not constitute a legal determi nation. Each Councilmember is responsible for identifying and disclosing any disqualifying interests in accordance with the Political Reform Act and FPPC regulations. 335 336 337 338 339 340 341 342 343 344 345 346 347 348 349 350 351 352 Measure G – Five-Year Plan 1 Category FY 2024-25 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 Total 5-Yr Plan Measure G Estimated Revenue 25,164,510 25,869,116 26,515,844 27,311,320 104,860,790 Current Planned Costs New Fire Services Staffing Public Safety 900,000 10,657,440 10,971,472 11,232,818 11,496,338 45,258,067 Fire Station 33 Renovation/Temp Site Public Safety 1,200,000 1,200,000 Fire Station 71 Renovation/Temp Site Public Safety 1,200,000 1,200,000 New Police Services Staffing Public Safety 1,300,000 2,600,000 2,704,000 2,812,160 5,849,293 15,265,453 Storm Channel and Retention Basin Imps Infrastructure/H&S 5,508,000 8,000,000 5,000,000 18,508,000 City-Wide Facility and Equipment Replaceme Infrastructure/H&S 8,397,001 9,944,665 7,798,734 12,865,305 9,264,802 48,270,506 New Public Works Staffing Public Works 360,000 370,800 381,924 786,763 810,366 2,709,854 Library Construction ($20M Pd from Bonds)Community Amenity 10,000,000 10,000,000 North Sphere Regional Park Community Amenity 15,000,000 15,000,000 30,000,000 Spending Contingency/Reserve ReplenishmeFiscal Discipline/Responsibility 2,815,167 2,815,167 Total Planned Costs 16,465,001 33,972,905 41,856,130 52,697,046 30,235,966 175,227,047 Additional Amount needed from Reserve or Other Source (16,465,001) (8,808,395) (15,987,014) (26,181,202) (2,924,646) (70,366,257) *Annual allocations are subject to City Council approval through the annual budget process. Spending will be audited annually. ** Priority 1 costs will be implemented upon Measure approval and Priority 2 costs will follow in years 2-5 MEASURE G - 5 YEAR SPENDING PLAN AND PRIORITIES 353 Schedule 1 – Reserve Policy As Is 10-Year Cash Flow Projections 1 TEN-YEAR FORECAST FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Estimated Revenue Property Tax 14,712,737 15,006,992 15,307,132 15,613,274 15,925,540 16,244,050 16,568,931 16,900,310 17,238,316 17,583,083 Sales Tax (General 1%)25,274,315 25,598,778 26,045,477 26,447,033 26,795,972 27,088,751 27,339,875 28,160,071 29,004,873 29,875,020 TOT & STR's 22,755,000 25,940,700 28,534,770 29,390,813 30,272,537 31,180,714 32,116,135 33,079,619 34,072,008 35,094,168 Measure G *25,887,322 26,416,518 26,929,837 27,394,342 27,805,342 28,462,695 29,031,949 29,612,588 30,500,966 31,415,995 All Other GF Revenue 23,059,380 23,566,686 24,085,153 24,615,027 25,156,557 25,710,002 26,275,622 26,853,685 27,444,466 28,048,245 Combined GF Revenue 111,688,754 116,529,674 120,902,369 123,460,489 125,955,949 128,686,212 131,332,512 134,606,274 138,260,629 142,016,509 Estimated Expenditures Salaries & Benefits 26,853,063 27,792,920 28,765,672 29,772,471 30,814,507 31,893,015 33,009,271 34,164,595 35,360,356 36,597,968 Professional Services 11,208,344 11,768,761 12,357,199 12,975,059 13,623,812 14,305,003 15,020,253 15,771,266 16,559,829 17,387,820 Public Safety 28,547,236 29,689,125 30,876,690 32,111,758 33,396,228 34,732,078 36,121,361 37,566,215 39,068,864 40,631,618 Other Ops 6,775,484 7,182,013 7,612,934 8,069,710 8,553,892 9,067,126 9,611,154 10,187,823 10,799,092 11,447,038 Repair & Maintenance 6,269,023 6,707,855 7,177,404 7,679,823 8,217,410 8,792,629 9,408,113 10,066,681 10,771,349 11,525,343 Events & Outside Agency Funding 2,111,135 2,237,803 2,372,071 2,514,396 2,665,259 2,825,175 2,994,685 3,174,366 3,364,828 3,566,718 Transfers to Other Funds (Leaves/AD's)1,846,000 1,901,380 1,958,421 2,017,174 2,077,689 2,140,020 2,204,221 2,270,347 2,338,458 2,408,611 Transfer to Library Services 2,523,443 2,573,912 2,625,390 2,677,898 2,731,456 2,786,085 2,841,807 2,898,643 2,956,616 3,015,748 Transfer to Aquatic Facility Services 2,152,543 2,174,068 2,195,809 2,217,767 2,239,945 2,262,344 2,284,968 2,307,817 2,330,896 2,354,205 Transfer to Fire Services* 7,750,000 10,500,000 11,500,000 13,000,000 14,000,000 14,560,000 15,142,400 15,748,096 16,378,020 17,033,141 Total Operational Expenditures 96,036,271 102,527,838 107,441,592 113,036,056 118,320,200 123,363,475 128,638,231 134,155,849 139,928,307 145,968,210 CIP Related Transfers Transfer to Projects*10,726,545 12,030,561 11,505,021 10,430,277 1,964,673 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Transfers for Facilities *3,847,482 3,885,957 3,924,816 3,964,065 4,003,705 4,043,742 4,084,180 4,125,021 4,166,272 4,207,934 Total GF Expenditures 110,610,298 118,444,356 122,871,429 127,430,398 124,288,578 137,266,170 142,527,780 148,020,341 154,051,252 160,351,064 Est. Beginning General Fund Balance 116,772,032 116,523,943 96,639,822 78,175,783 74,205,875 75,873,245 67,293,287 56,098,019 42,683,952 26,893,329 Revenue over (under) expenditures 1,078,456 (1,914,682) (1,969,060) (3,969,908) 1,667,370 (8,579,958) (11,195,268) (13,414,068) (15,790,623) (18,334,555) Unfunded Requests (from Reserve) New Library ($30M) $20M RDA BOND PR (6,000,000) Station 33/71 Rehab/Rebuild $23.6M RDA (2,400,000) Dave Erwin Community Park ($19M) (12,500,000) (3,000,000) North Sphere Regional Park ($30M) (3,000,000) (20,000,000) (7,000,000) North Sphere Stormwater - Channel Pro (1,000,000) (8,500,000) (5,000,000) Henderson Trailhead Improvements (2,000,000) Other Imps (Assumes all Measure G Fun (1,326,545) (4,000,000) (3,430,277) (9,801,637) (9,858,953) (9,805,369) (9,739,471) (9,956,674) (10,174,920) Estimated Amount from Measure G 9,400,000 12,030,561 11,505,021 10,430,277 9,801,637 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Requests from GF Reserve (1,326,545) (17,969,439) (16,494,979) 0 - - - - - - Est. Ending General Fund Balance 116,523,943$ 96,639,822$ 78,175,783$ 74,205,875$ 75,873,245$ 67,293,287$ 56,098,019$ 42,683,952$ 26,893,329$ 8,558,774$ 354 Schedule 1 – Reserve Policy As Is 10-Year Cash Flow Projections 2 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Est. General Fund Bal 116,523,943$ 96,639,822$ 78,175,783$ 74,205,875$ 75,873,245$ 67,293,287$ 56,098,019$ 42,683,952$ 26,893,329$ 8,558,774$ Annual Percentage Reserve Funded 150%122%93%97%95%80%67%44%30%10% Non-Spendable (Leave Balances and Trus 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 Reserve Requirement - Per Current Policy ASSIGNED GF Operating Reserve (25% of Ops)21,691,071 22,341,803 23,012,057 23,702,419 24,413,492 25,145,897 25,900,273 26,677,282 27,477,600 28,301,928 COMMITTED GF Emergency Reserve (20% of GF Reven 22,337,751 23,305,935 24,180,474 24,692,098 25,191,190 25,737,242 26,266,502 26,921,255 27,652,126 28,403,302 Liability Reserve ($4M)4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 Emplymnt Bene Reserve (50% for chg in Disc Rate)10,697,122 10,804,093 10,912,134 11,021,255 11,131,468 11,242,783 11,355,211 11,468,763 11,583,450 11,699,285 Other Fund Stability Reserve (equal to 25% Facility Reserve (at 70% sensitivity)6,961,265 5,459,114 9,005,713 6,485,361 8,037,456 8,331,572 7,032,306 14,169,390 7,050,049 8,252,353 CIP Reserve (20% of CIP )6,045,267 7,319,615 6,792,935 392,935 392,935 3,657,538 2,387,729 7,319,615 6,792,935 392,935 Equip Replacement Reserve (100% cost of assets)2,869,354 2,955,435 3,044,098 3,135,421 3,229,483 3,229,483 3,261,778 3,294,396 3,327,340 3,360,613 Total Required Reserve 77,719,235 79,303,399 84,064,816 76,546,894 79,513,428 84,461,920 83,321,206 96,968,106 91,000,908 87,527,825 Reserve Requirement Overfunded/(Und 38,804,708 17,336,423 (5,889,033) (2,341,019) (3,640,183) (17,168,632) (27,223,186) (54,284,154) (64,107,579) (78,969,051) 16.7% Minimum Reserve per GFOA 18,652,022 19,460,456 20,190,696 20,617,902 21,034,643 21,490,597 21,932,530 22,479,248 23,089,525 23,716,757 35% Reserve Floor 39,091,064 40,785,386 42,315,829 43,211,171 44,084,582 45,040,174 45,966,379 47,112,196 48,391,220 49,705,778 This amount is included in Expenditures and Immediately Transferred 355 Schedule 2 – Reserve Policy w Recommended Changes 10-Year Cash Flow Projections 1 TEN-YEAR FORECAST FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Estimated Revenue Property Tax 14,712,737 15,006,992 15,307,132 15,613,274 15,925,540 16,244,050 16,568,931 16,900,310 17,238,316 17,583,083 Sales Tax (General 1%)25,274,315 25,598,778 26,045,477 26,447,033 26,795,972 27,088,751 27,339,875 28,160,071 29,004,873 29,875,020 TOT & STR's 22,755,000 25,940,700 28,534,770 29,390,813 30,272,537 31,180,714 32,116,135 33,079,619 34,072,008 35,094,168 Measure G *25,887,322 26,416,518 26,929,837 27,394,342 27,805,342 28,462,695 29,031,949 29,612,588 30,500,966 31,415,995 All Other GF Revenue 23,059,380 23,566,686 24,085,153 24,615,027 25,156,557 25,710,002 26,275,622 26,853,685 27,444,466 28,048,245 Combined GF Revenue 111,688,754 116,529,674 120,902,369 123,460,489 125,955,949 128,686,212 131,332,512 134,606,274 138,260,629 142,016,509 Estimated Expenditures Salaries & Benefits 26,853,063 27,792,920 28,765,672 29,772,471 30,814,507 31,893,015 33,009,271 34,164,595 35,360,356 36,597,968 Professional Services 11,208,344 11,768,761 12,357,199 12,975,059 13,623,812 14,305,003 15,020,253 15,771,266 16,559,829 17,387,820 Public Safety 28,547,236 29,689,125 30,876,690 32,111,758 33,396,228 34,732,078 36,121,361 37,566,215 39,068,864 40,631,618 Other Ops 6,775,484 7,182,013 7,612,934 8,069,710 8,553,892 9,067,126 9,611,154 10,187,823 10,799,092 11,447,038 Repair & Maintenance 6,269,023 6,707,855 7,177,404 7,679,823 8,217,410 8,792,629 9,408,113 10,066,681 10,771,349 11,525,343 Events & Outside Agency Funding 2,111,135 2,237,803 2,372,071 2,514,396 2,665,259 2,825,175 2,994,685 3,174,366 3,364,828 3,566,718 Transfers to Other Funds (Leaves/AD's)1,846,000 1,901,380 1,958,421 2,017,174 2,077,689 2,140,020 2,204,221 2,270,347 2,338,458 2,408,611 Transfer to Library Services 2,523,443 2,573,912 2,625,390 2,677,898 2,731,456 2,786,085 2,841,807 2,898,643 2,956,616 3,015,748 Transfer to Aquatic Facility Services 2,152,543 2,174,068 2,195,809 2,217,767 2,239,945 2,262,344 2,284,968 2,307,817 2,330,896 2,354,205 Transfer to Fire Services* 7,750,000 10,500,000 11,500,000 13,000,000 14,000,000 14,560,000 15,142,400 15,748,096 16,378,020 17,033,141 Total Operational Expenditures 96,036,271 102,527,838 107,441,592 113,036,056 118,320,200 123,363,475 128,638,231 134,155,849 139,928,307 145,968,210 CIP Related Transfers Transfer to Projects*10,726,545 12,030,561 11,505,021 10,430,277 1,964,673 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Transfers for Facilities *3,847,482 3,885,957 3,924,816 3,964,065 4,003,705 4,043,742 4,084,180 4,125,021 4,166,272 4,207,934 Total GF Expenditures 110,610,298 118,444,356 122,871,429 127,430,398 124,288,578 137,266,170 142,527,780 148,020,341 154,051,252 160,351,064 Est. Beginning General Fund Balance 116,772,032 116,523,943 96,639,822 78,175,783 74,205,875 75,873,245 67,293,287 56,098,019 42,683,952 26,893,329 Ops Revenue over (under) expenditures 1,078,456 (1,914,682) (1,969,060) (3,969,908) 1,667,370 (8,579,958) (11,195,268) (13,414,068) (15,790,623) (18,334,555) Unfunded Requests (from Reserve) New Library ($30M) $20M RDA BOND PROCEEDS (6,000,000) - - - - - - - - - Station 33/71 Rehab/Rebuild $23.6M RDA BONDS (2,400,000) - - - - - - - - - Dave Erwin Community Park ($19M) - (12,500,000) (3,000,000) - - - - - - - North Sphere Regional Park ($30M) - (3,000,000) (20,000,000) (7,000,000) - - - - - - North Sphere Stormwater - Channel Projects (1,000,000) (8,500,000) (5,000,000) - - - - - - - Henderson Trailhead Improvements - (2,000,000) - - - - - - - - Other Imps (Assumes all Measure G Funds Used)(1,326,545) (4,000,000) (3,430,277) (9,801,637) (9,858,953) (9,805,369) (9,739,471) (9,956,674) (10,174,920) Estimated Amount from Measure G 9,400,000 12,030,561 11,505,021 10,430,277 9,801,637 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Requests from GF Reserve (1,326,545)$ (17,969,439)$ (16,494,979)$ 0$ -$ -$ -$ -$ -$ -$ Est. Ending General Fund Balance 116,523,943$ 96,639,822$ 78,175,783$ 74,205,875$ 75,873,245$ 67,293,287$ 56,098,019$ 42,683,952$ 26,893,329$ 8,558,774$ 356 Schedule 2 – Reserve Policy w Recommended Changes 10-Year Cash Flow Projections 2 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Est. General Fund Bal 116,523,943$ 96,639,822$ 78,175,783$ 74,205,875$ 75,873,245$ 67,293,287$ 56,098,019$ 42,683,952$ 26,893,329$ 8,558,774$ Annual Percentage Reserve Funded 176%139%110%116%113%94%79%56%35%12% Non-Spendable (Leave Balances and Trust Accounts)3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 Reserve Requirement - Per Current Policy ASSIGNED GF Operating Reserve (Innovation) (10% of Rev)11,168,875 11,652,967 12,090,237 12,346,049 12,595,595 12,868,621 13,133,251 13,460,627 13,826,063 14,201,651 COMMITTED GF Emergency Reserve (15% of Rev)16,753,313 17,479,451 18,135,355 18,519,073 18,893,392 19,302,932 19,699,877 20,190,941 20,739,094 21,302,476 Liability Reserve ($4M)4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 Emplymnt Bene Reserve (50% for PERS chg in Disc Rate)10,697,122 10,804,093 10,912,134 11,021,255 11,131,468 11,242,783 11,355,211 11,468,763 11,583,450 11,699,285 Other Fund Stability Reserve (equal to 25% T-fer Out) Capital Replacement Reserve 6,441,035 7,001,035 7,841,035 6,485,361 8,759,446 8,847,040 8,935,511 9,024,866 9,115,114 9,206,266 Housing Replacement Reserve CIP Reserve (20% of CIP )6,045,267 7,319,615 6,792,935 392,935 392,935 3,657,538 2,387,729 7,319,615 6,792,935 392,935 Equip Replacement Reserve (100% of hist cost of assets)2,869,354 2,955,435 3,044,098 3,135,421 3,229,483 3,229,483 3,261,778 3,294,396 3,327,340 3,360,613 Econ Development/Community Investment w/ROI 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 Total Required Reserve 66,092,372 69,330,001 70,933,199 64,017,499 67,119,724 71,265,802 70,890,761 76,876,612 77,501,401 72,280,630 Reserve Requirement Overfunded/(Underfunded)50,431,571 27,309,821 7,242,584 10,188,376 8,753,521 (3,972,515) (14,792,742) (34,192,661) (50,608,073) (63,721,856) 16.7% Minimum Reserve per GFOA 18,652,022 19,460,456 20,190,696 20,617,902 21,034,643 21,490,597 21,932,530 22,479,248 23,089,525 23,716,757 35% Reserve Floor 39,091,064 40,785,386 42,315,829 43,211,171 44,084,582 45,040,174 45,966,379 47,112,196 48,391,220 49,705,778 Transferred with Budget Approval 357 Schedule 3 – Reserve Policy Changes w CIP over 10 Years 10-Year Cash Flow Projections 1 TEN-YEAR FORECAST FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Estimated Revenue Property Tax 14,712,737 15,006,992 15,307,132 15,613,274 15,925,540 16,244,050 16,568,931 16,900,310 17,238,316 17,583,083 Sales Tax (General 1%)25,274,315 25,598,778 26,045,477 26,447,033 26,795,972 27,088,751 27,339,875 28,160,071 29,004,873 29,875,020 TOT & STR's 22,755,000 25,940,700 28,534,770 29,390,813 30,272,537 31,180,714 32,116,135 33,079,619 34,072,008 35,094,168 Measure G *25,887,322 26,416,518 26,929,837 27,394,342 27,805,342 28,462,695 29,031,949 29,612,588 30,500,966 31,415,995 All Other GF Revenue 23,059,380 23,566,686 24,085,153 24,615,027 25,156,557 25,710,002 26,275,622 26,853,685 27,444,466 28,048,245 Combined GF Revenue 111,688,754 116,529,674 120,902,369 123,460,489 125,955,949 128,686,212 131,332,512 134,606,274 138,260,629 142,016,509 Estimated Expenditures Salaries & Benefits 26,853,063 27,792,920 28,765,672 29,772,471 30,814,507 31,893,015 33,009,271 34,164,595 35,360,356 36,597,968 Professional Services 11,208,344 11,768,761 12,357,199 12,975,059 13,623,812 14,305,003 15,020,253 15,771,266 16,559,829 17,387,820 Public Safety 28,547,236 29,689,125 30,876,690 32,111,758 33,396,228 34,732,078 36,121,361 37,566,215 39,068,864 40,631,618 Other Ops 6,775,484 7,182,013 7,612,934 8,069,710 8,553,892 9,067,126 9,611,154 10,187,823 10,799,092 11,447,038 Repair & Maintenance 6,269,023 6,707,855 7,177,404 7,679,823 8,217,410 8,792,629 9,408,113 10,066,681 10,771,349 11,525,343 Events & Outside Agency Funding 2,111,135 2,237,803 2,372,071 2,514,396 2,665,259 2,825,175 2,994,685 3,174,366 3,364,828 3,566,718 Transfers to Other Funds (Leaves/AD's)1,846,000 1,901,380 1,958,421 2,017,174 2,077,689 2,140,020 2,204,221 2,270,347 2,338,458 2,408,611 Transfer to Library Services 2,523,443 2,573,912 2,625,390 2,677,898 2,731,456 2,786,085 2,841,807 2,898,643 2,956,616 3,015,748 Transfer to Aquatic Facility Services 2,152,543 2,174,068 2,195,809 2,217,767 2,239,945 2,262,344 2,284,968 2,307,817 2,330,896 2,354,205 Transfer to Fire Services* 7,750,000 10,500,000 11,500,000 13,000,000 14,000,000 14,560,000 15,142,400 15,748,096 16,378,020 17,033,141 Total Operational Expenditures 96,036,271 102,527,838 107,441,592 113,036,056 118,320,200 123,363,475 128,638,231 134,155,849 139,928,307 145,968,210 CIP Related Transfers Transfer to Projects*10,726,545 12,030,561 11,505,021 10,430,277 1,964,673 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Transfers for Facilities *3,847,482 3,885,957 3,924,816 3,964,065 4,003,705 4,043,742 4,084,180 4,125,021 4,166,272 4,207,934 Total GF Expenditures 110,610,298 118,444,356 122,871,429 127,430,398 124,288,578 137,266,170 142,527,780 148,020,341 154,051,252 160,351,064 Est. Beginning General Fund Balance 116,772,032 116,523,943 108,139,822 106,170,762 102,200,854 103,868,224 95,288,266 84,092,998 70,678,930 50,844,981 Ops Revenue over (under) expenditures 1,078,456 (1,914,682) (1,969,060) (3,969,908) 1,667,370 (8,579,958) (11,195,268) (13,414,068) (15,790,623) (18,334,555) Unfunded Requests (from Reserve) New Library ($30M) $20M RDA BOND PROCEEDS (6,000,000) - - - - - - - - - Station 33/71 Rehab/Rebuild $23.6M RDA BONDS (2,400,000) - - - - - - - - - Dave Erwin Community Park ($19M) - (12,500,000) (3,000,000) - - - - - - - North Sphere Regional Park ($30M) *if proceeds early - - - - - - (1,500,000) (1,250,000) (14,000,000) (13,000,000) North Sphere Stormwater - Channel Projects (1,000,000) - - - (6,000,000) (7,500,000) - - - - Henderson Trailhead Improvements - (2,000,000) - - - - - - - - Other Imps (Assumes all Measure G Funds Used)(1,326,545) (4,000,000) (8,505,021) (10,430,277) (3,801,637) (2,358,953) (8,305,369) (8,489,471) Estimated Amount from Measure G 9,400,000 12,030,561 11,505,021 10,430,277 9,801,637 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Requests from GF Reserve (1,326,545)$ (6,469,439)$ (0)$ 0$ -$ (0)$ 0$ (0)$ (4,043,326)$ (2,825,080)$ Est. Ending General Fund Balance 116,523,943$ 108,139,822$ 106,170,762$ 102,200,854$ 103,868,224$ 95,288,266$ 84,092,998$ 70,678,930$ 50,844,981$ 29,685,346$ 358 Schedule 3 – Reserve Policy Changes w CIP over 10 Years 10-Year Cash Flow Projections 2 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Est. General Fund Bal 116,523,943$ 108,139,822$ 106,170,762$ 102,200,854$ 103,868,224$ 95,288,266$ 84,092,998$ 70,678,930$ 50,844,981$ 29,685,346$ Annual Percentage Reserve Funded 176%156%150%160%155%134%119%92%66%41% Non-Spendable (Leave Balances and Trust Accounts)3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 Reserve Requirement - Per Current Policy ASSIGNED GF Operating Reserve (Innovation) (10% of Rev)11,168,875 11,652,967 12,090,237 12,346,049 12,595,595 12,868,621 13,133,251 13,460,627 13,826,063 14,201,651 COMMITTED GF Emergency Reserve (15% of Rev)16,753,313 17,479,451 18,135,355 18,519,073 18,893,392 19,302,932 19,699,877 20,190,941 20,739,094 21,302,476 Liability Reserve ($4M)4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 Emplymnt Bene Reserve (50% for PERS chg in Disc Rate)10,697,122 10,804,093 10,912,134 11,021,255 11,131,468 11,242,783 11,355,211 11,468,763 11,583,450 11,699,285 Other Fund Stability Reserve (equal to 25% T-fer Out) Capital Replacement Reserve 6,441,035 7,001,035 7,841,035 6,485,361 8,759,446 8,847,040 8,935,511 9,024,866 9,115,114 9,206,266 Housing Replacement Reserve CIP Reserve (20% of CIP )6,045,267 7,319,615 6,792,935 392,935 392,935 3,657,538 2,387,729 7,319,615 6,792,935 392,935 Equip Replacement Reserve (100% of hist cost of assets)2,869,354 2,955,435 3,044,098 3,135,421 3,229,483 3,229,483 3,261,778 3,294,396 3,327,340 3,360,613 Econ Development/Community Investment w/ROI 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 Total Required Reserve 66,092,372 69,330,001 70,933,199 64,017,499 67,119,724 71,265,802 70,890,761 76,876,612 77,501,401 72,280,630 Reserve Requirement Overfunded/(Underfunded)50,431,571 38,809,821 35,237,563 38,183,355 36,748,500 24,022,464 13,202,237 (6,197,682) (26,656,420) (42,595,284) 16.7% Minimum Reserve per GFOA 18,652,022 19,460,456 20,190,696 20,617,902 21,034,643 21,490,597 21,932,530 22,479,248 23,089,525 23,716,757 35% Reserve Floor 39,091,064 40,785,386 42,315,829 43,211,171 44,084,582 45,040,174 45,966,379 47,112,196 48,391,220 49,705,778 Transferred with Budget Approval 359 Schedule 4 – Reserve Policy Changes w 10 Yr CIP plus HA Reserve 10-Year Cash Flow Projections 1 TEN-YEAR FORECAST FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Estimated Revenue Property Tax 14,712,737 15,006,992 15,307,132 15,613,274 15,925,540 16,244,050 16,568,931 16,900,310 17,238,316 17,583,083 Sales Tax (General 1%)25,274,315 25,598,778 26,045,477 26,447,033 26,795,972 27,088,751 27,339,875 28,160,071 29,004,873 29,875,020 TOT & STR's 22,755,000 25,940,700 28,534,770 29,390,813 30,272,537 31,180,714 32,116,135 33,079,619 34,072,008 35,094,168 Measure G *25,887,322 26,416,518 26,929,837 27,394,342 27,805,342 28,462,695 29,031,949 29,612,588 30,500,966 31,415,995 All Other GF Revenue 23,059,380 23,566,686 24,085,153 24,615,027 25,156,557 25,710,002 26,275,622 26,853,685 27,444,466 28,048,245 Combined GF Revenue 111,688,754 116,529,674 120,902,369 123,460,489 125,955,949 128,686,212 131,332,512 134,606,274 138,260,629 142,016,509 Estimated Expenditures Salaries & Benefits 26,853,063 27,792,920 28,765,672 29,772,471 30,814,507 31,893,015 33,009,271 34,164,595 35,360,356 36,597,968 Professional Services 11,208,344 11,768,761 12,357,199 12,975,059 13,623,812 14,305,003 15,020,253 15,771,266 16,559,829 17,387,820 Public Safety 28,547,236 29,689,125 30,876,690 32,111,758 33,396,228 34,732,078 36,121,361 37,566,215 39,068,864 40,631,618 Other Ops 6,775,484 7,182,013 7,612,934 8,069,710 8,553,892 9,067,126 9,611,154 10,187,823 10,799,092 11,447,038 Repair & Maintenance 6,269,023 6,707,855 7,177,404 7,679,823 8,217,410 8,792,629 9,408,113 10,066,681 10,771,349 11,525,343 Events & Outside Agency Funding 2,111,135 2,237,803 2,372,071 2,514,396 2,665,259 2,825,175 2,994,685 3,174,366 3,364,828 3,566,718 Transfers to Other Funds (Leaves/AD's)1,846,000 1,901,380 1,958,421 2,017,174 2,077,689 2,140,020 2,204,221 2,270,347 2,338,458 2,408,611 Transfer to Library Services 2,523,443 2,573,912 2,625,390 2,677,898 2,731,456 2,786,085 2,841,807 2,898,643 2,956,616 3,015,748 Transfer to Aquatic Facility Services 2,152,543 2,174,068 2,195,809 2,217,767 2,239,945 2,262,344 2,284,968 2,307,817 2,330,896 2,354,205 Transfer to Fire Services* 7,750,000 10,500,000 11,500,000 13,000,000 14,000,000 14,560,000 15,142,400 15,748,096 16,378,020 17,033,141 Total Operational Expenditures 96,036,271 102,527,838 107,441,592 113,036,056 118,320,200 123,363,475 128,638,231 134,155,849 139,928,307 145,968,210 CIP Related Transfers Transfer to Projects*10,726,545 12,030,561 11,505,021 10,430,277 1,964,673 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Transfers for Facilities *3,847,482 3,885,957 3,924,816 3,964,065 4,003,705 4,043,742 4,084,180 4,125,021 4,166,272 4,207,934 Total GF Expenditures 110,610,298 118,444,356 122,871,429 127,430,398 124,288,578 137,266,170 142,527,780 148,020,341 154,051,252 160,351,064 Est. Beginning General Fund Balance 116,772,032 116,523,943 108,139,822 106,170,762 102,200,854 103,868,224 95,288,266 84,092,998 70,678,930 50,844,981 Revenue over (under) expenditures 1,078,456 (1,914,682) (1,969,060) (3,969,908) 1,667,370 (8,579,958) (11,195,268) (13,414,068) (15,790,623) (18,334,555) Unfunded Requests (from Reserve) New Library ($30M) $20M RDA BOND PROCEEDS (6,000,000) - - - - - - - - - Station 33/71 Rehab/Rebuild $23.6M RDA BONDS (2,400,000) - - - - - - - - - Dave Erwin Community Park ($19M) - (12,500,000) (3,000,000) - - - - - - - North Sphere Regional Park ($30M) - - - - - - (1,500,000) (1,250,000) (14,000,000) (13,000,000) North Sphere Stormwater - Channel Projects (1,000,000) - (6,000,000) (7,500,000) - - - - Henderson Trailhead Improvements - (2,000,000) - - - - - - - Other Imps (Assumes all Measure G Funds Used)(1,326,545) (4,000,000) (8,505,021) (10,430,277) (3,801,637) (2,358,953) (8,305,369) (8,489,471) Estimated Amount from Measure G 9,400,000 12,030,561 11,505,021 10,430,277 9,801,637 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Requests from GF Reserve (1,326,545)$ (6,469,439)$ (0)$ 0$ -$ (0)$ 0$ (0)$ (4,043,326)$ (2,825,080)$ Est. Ending General Fund Balance 116,523,943$ 108,139,822$ 106,170,762$ 102,200,854$ 103,868,224$ 95,288,266$ 84,092,998$ 70,678,930$ 50,844,981$ 29,685,346$ 360 Schedule 4 – Reserve Policy Changes w 10 Yr CIP plus HA Reserve 10-Year Cash Flow Projections 2 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Est. General Fund Bal 116,523,943$ 108,139,822$ 106,170,762$ 102,200,854$ 103,868,224$ 95,288,266$ 84,092,998$ 70,678,930$ 50,844,981$ 29,685,346$ Annual Percentage Reserve Funded 168%149%143%152%147%127%113%88%63%39% Non-Spendable (Leave Balances and Trust Accounts)3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 Reserve Requirement - Per Current Policy ASSIGNED GF Operating Reserve (Innovation) (10% of Rev)11,168,875 11,652,967 12,090,237 12,346,049 12,595,595 12,868,621 13,133,251 13,460,627 13,826,063 14,201,651 COMMITTED GF Emergency Reserve (15% of Rev)16,753,313 17,479,451 18,135,355 18,519,073 18,893,392 19,302,932 19,699,877 20,190,941 20,739,094 21,302,476 Liability Reserve ($4M)4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 Emplymnt Bene Reserve (50% for PERS chg in Disc Rate)10,697,122 10,804,093 10,912,134 11,021,255 11,131,468 11,242,783 11,355,211 11,468,763 11,583,450 11,699,285 Other Fund Stability Reserve (equal to 25% T-fer Out) Capital Replacement Reserve - at Target Rate 6,441,035 7,001,035 7,841,035 6,485,361 8,759,446 8,847,040 8,935,511 9,024,866 9,115,114 9,206,266 Housing Replacement Reserve - at Target Rate 3,187,928 3,251,687 3,316,721 3,383,055 3,450,716 3,519,730 3,590,125 3,661,928 3,735,166 3,809,869 CIP Reserve (20% of CIP )6,045,267 7,319,615 6,792,935 392,935 392,935 3,657,538 2,387,729 7,319,615 6,792,935 392,935 Equip Replacement Reserve (100% of hist cost of assets)2,869,354 2,955,435 3,044,098 3,135,421 3,229,483 3,229,483 3,261,778 3,294,396 3,327,340 3,360,613 Econ Development/Community Investment w/ROI 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 Total Required Reserve 69,280,300 72,581,688 74,249,920 67,400,554 70,570,440 74,785,532 74,480,886 80,538,540 81,236,567 76,090,500 Reserve Requirement Overfunded/(Underfunded)47,243,643 35,558,134 31,920,842 34,800,300 33,297,784 20,502,734 9,612,112 (9,859,610) (30,391,586) (46,405,154) 16.7% Minimum Reserve per GFOA 18,652,022 19,460,456 20,190,696 20,617,902 21,034,643 21,490,597 21,932,530 22,479,248 23,089,525 23,716,757 35% Reserve Floor 39,091,064 40,785,386 42,315,829 43,211,171 44,084,582 45,040,174 45,966,379 47,112,196 48,391,220 49,705,778 Transferred with Budget Approval 361 Schedule 5 – Reserve Policy Changes without Regional Park 10-Year Cash Flow Projections 1 TEN-YEAR FORECAST FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Estimated Revenue Property Tax 14,712,737 15,006,992 15,307,132 15,613,274 15,925,540 16,244,050 16,568,931 16,900,310 17,238,316 17,583,083 Sales Tax (General 1%)25,274,315 25,598,778 26,045,477 26,447,033 26,795,972 27,088,751 27,339,875 28,160,071 29,004,873 29,875,020 TOT & STR's 22,755,000 25,940,700 28,534,770 29,390,813 30,272,537 31,180,714 32,116,135 33,079,619 34,072,008 35,094,168 Measure G *25,887,322 26,416,518 26,929,837 27,394,342 27,805,342 28,462,695 29,031,949 29,612,588 30,500,966 31,415,995 All Other GF Revenue 23,059,380 23,566,686 24,085,153 24,615,027 25,156,557 25,710,002 26,275,622 26,853,685 27,444,466 28,048,245 Combined GF Revenue 111,688,754 116,529,674 120,902,369 123,460,489 125,955,949 128,686,212 131,332,512 134,606,274 138,260,629 142,016,509 Estimated Expenditures Salaries & Benefits 26,853,063 27,792,920 28,765,672 29,772,471 30,814,507 31,893,015 33,009,271 34,164,595 35,360,356 36,597,968 Professional Services 11,208,344 11,768,761 12,357,199 12,975,059 13,623,812 14,305,003 15,020,253 15,771,266 16,559,829 17,387,820 Public Safety 28,547,236 29,689,125 30,876,690 32,111,758 33,396,228 34,732,078 36,121,361 37,566,215 39,068,864 40,631,618 Other Ops 6,775,484 7,182,013 7,612,934 8,069,710 8,553,892 9,067,126 9,611,154 10,187,823 10,799,092 11,447,038 Repair & Maintenance 6,269,023 6,707,855 7,177,404 7,679,823 8,217,410 8,792,629 9,408,113 10,066,681 10,771,349 11,525,343 Events & Outside Agency Funding 2,111,135 2,237,803 2,372,071 2,514,396 2,665,259 2,825,175 2,994,685 3,174,366 3,364,828 3,566,718 Transfers to Other Funds (Leaves/AD's)1,846,000 1,901,380 1,958,421 2,017,174 2,077,689 2,140,020 2,204,221 2,270,347 2,338,458 2,408,611 Transfer to Library Services 2,523,443 2,573,912 2,625,390 2,677,898 2,731,456 2,786,085 2,841,807 2,898,643 2,956,616 3,015,748 Transfer to Aquatic Facility Services 2,152,543 2,174,068 2,195,809 2,217,767 2,239,945 2,262,344 2,284,968 2,307,817 2,330,896 2,354,205 Transfer to Fire Services* 7,750,000 10,500,000 11,500,000 13,000,000 14,000,000 14,560,000 15,142,400 15,748,096 16,378,020 17,033,141 Total Operational Expenditures 96,036,271 102,527,838 107,441,592 113,036,056 118,320,200 123,363,475 128,638,231 134,155,849 139,928,307 145,968,210 CIP Related Transfers Transfer to Projects*10,726,545 12,030,561 11,505,021 10,430,277 1,964,673 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Transfers for Facilities *3,847,482 3,885,957 3,924,816 3,964,065 4,003,705 4,043,742 4,084,180 4,125,021 4,166,272 4,207,934 Total GF Expenditures 110,610,298 118,444,356 122,871,429 127,430,398 124,288,578 137,266,170 142,527,780 148,020,341 154,051,252 160,351,064 Est. Beginning General Fund Balance 116,772,032 116,523,943 108,139,822 106,170,762 102,200,854 103,868,224 95,288,266 84,092,998 70,678,930 54,888,308 Revenue over (under) expenditures 1,078,456 (1,914,682) (1,969,060) (3,969,908) 1,667,370 (8,579,958) (11,195,268) (13,414,068) (15,790,623) (18,334,555) Unfunded Requests (from Reserve) New Library ($30M) $20M RDA BOND PROCEEDS (6,000,000) - - - - - - - - - Station 33/71 Rehab/Rebuild $23.6M RDA BONDS (2,400,000) - - - - - - - - - Dave Erwin Community Park ($19M) - (12,500,000) (3,000,000) - - - - - - - North Sphere Regional Park ($30M) - - - - - - - - - - North Sphere Stormwater - Channel Projects (1,000,000) - (6,000,000) (7,500,000) - - - - Henderson Trailhead Improvements - (2,000,000) - - - - - - - - Other Imps (Assumes all Measure G Funds Used)(1,326,545) (4,000,000) (8,505,021) (10,430,277) (3,801,637) (2,358,953) (9,805,369) (9,739,471) (9,956,674) (10,174,920) Estimated Amount from Measure G 9,400,000 12,030,561 11,505,021 10,430,277 9,801,637 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Requests from GF Reserve (1,326,545)$ (6,469,439)$ (0)$ 0$ -$ (0)$ 0$ (0)$ 0$ (0)$ Est. Ending General Fund Balance 116,523,943$ 108,139,822$ 106,170,762$ 102,200,854$ 103,868,224$ 95,288,266$ 84,092,998$ 70,678,930$ 54,888,308$ 36,553,753$ 362 Schedule 5 – Reserve Policy Changes without Regional Park 10-Year Cash Flow Projections 2 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Est. General Fund Bal 116,523,943$ 108,139,822$ 106,170,762$ 102,200,854$ 103,868,224$ 95,288,266$ 84,092,998$ 70,678,930$ 54,888,308$ 36,553,753$ Annual Percentage Reserve Funded 168%149%143%152%147%127%113%88%68%48% Non-Spendable (Leave Balances and Trust Accounts)3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 Reserve Requirement - Per Current Policy ASSIGNED GF Operating Reserve (Innovation) (10% of Rev)11,168,875 11,652,967 12,090,237 12,346,049 12,595,595 12,868,621 13,133,251 13,460,627 13,826,063 14,201,651 COMMITTED GF Emergency Reserve (15% of Rev)16,753,313 17,479,451 18,135,355 18,519,073 18,893,392 19,302,932 19,699,877 20,190,941 20,739,094 21,302,476 Liability Reserve ($4M)4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 Emplymnt Bene Reserve (50% for PERS chg in Disc Rate)10,697,122 10,804,093 10,912,134 11,021,255 11,131,468 11,242,783 11,355,211 11,468,763 11,583,450 11,699,285 Other Fund Stability Reserve (equal to 25% T-fer Out) Capital Replacement Reserve 6,441,035 7,001,035 7,841,035 6,485,361 8,759,446 8,847,040 8,935,511 9,024,866 9,115,114 9,206,266 Housing Replacement Reserve 3,187,928 3,251,687 3,316,721 3,383,055 3,450,716 3,519,730 3,590,125 3,661,928 3,735,166 3,809,869 CIP Reserve (20% of CIP )6,045,267 7,319,615 6,792,935 392,935 392,935 3,657,538 2,387,729 7,319,615 6,792,935 392,935 Equip Replacement Reserve (100% of hist cost of assets)2,869,354 2,955,435 3,044,098 3,135,421 3,229,483 3,229,483 3,261,778 3,294,396 3,327,340 3,360,613 Econ Development/Community Investment w/ROI 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 Total Required Reserve 69,280,300 72,581,688 74,249,920 67,400,554 70,570,440 74,785,532 74,480,886 80,538,540 81,236,567 76,090,500 Reserve Requirement Overfunded/(Underfunded)47,243,643 35,558,134 31,920,842 34,800,300 33,297,784 20,502,734 9,612,112 (9,859,609) (26,348,260) (39,536,747) 16.7% Minimum Reserve per GFOA 18,652,022 19,460,456 20,190,696 20,617,902 21,034,643 21,490,597 21,932,530 22,479,248 23,089,525 23,716,757 35% Reserve Floor 39,091,064 40,785,386 42,315,829 43,211,171 44,084,582 45,040,174 45,966,379 47,112,196 48,391,220 49,705,778 Transferred with Budget Approval 363 Schedule 6 – Reserve Policy Changes with Financing Component 10-Year Cash Flow Projections 1 TEN-YEAR FORECAST FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Estimated Revenue Property Tax 14,712,737 15,006,992 15,307,132 15,613,274 15,925,540 16,244,050 16,568,931 16,900,310 17,238,316 17,583,083 Sales Tax (General 1%)25,274,315 25,598,778 26,045,477 26,447,033 26,795,972 27,088,751 27,339,875 28,160,071 29,004,873 29,875,020 TOT & STR's 22,755,000 25,940,700 28,534,770 29,390,813 30,272,537 31,180,714 32,116,135 33,079,619 34,072,008 35,094,168 Measure G *25,887,322 26,416,518 26,929,837 27,394,342 27,805,342 28,462,695 29,031,949 29,612,588 30,500,966 31,415,995 All Other GF Revenue 23,059,380 23,566,686 24,085,153 24,615,027 25,156,557 25,710,002 26,275,622 26,853,685 27,444,466 28,048,245 Combined GF Revenue 111,688,754 116,529,674 120,902,369 123,460,489 125,955,949 128,686,212 131,332,512 134,606,274 138,260,629 142,016,509 Estimated Expenditures Salaries & Benefits 26,853,063 27,792,920 28,765,672 29,772,471 30,814,507 31,893,015 33,009,271 34,164,595 35,360,356 36,597,968 Professional Services 11,208,344 11,768,761 12,357,199 12,975,059 13,623,812 14,305,003 15,020,253 15,771,266 16,559,829 17,387,820 Public Safety 28,547,236 29,689,125 30,876,690 32,111,758 33,396,228 34,732,078 36,121,361 37,566,215 39,068,864 40,631,618 Other Ops 6,775,484 7,182,013 7,612,934 8,069,710 8,553,892 9,067,126 9,611,154 10,187,823 10,799,092 11,447,038 Repair & Maintenance 6,269,023 6,707,855 7,177,404 7,679,823 8,217,410 8,792,629 9,408,113 10,066,681 10,771,349 11,525,343 Events & Outside Agency Funding 2,111,135 2,237,803 2,372,071 2,514,396 2,665,259 2,825,175 2,994,685 3,174,366 3,364,828 3,566,718 Transfers to Other Funds (Leaves/AD's)1,846,000 1,901,380 1,958,421 2,017,174 2,077,689 2,140,020 2,204,221 2,270,347 2,338,458 2,408,611 Transfer to Library Services 2,523,443 2,573,912 2,625,390 2,677,898 2,731,456 2,786,085 2,841,807 2,898,643 2,956,616 3,015,748 Transfer to Aquatic Facility Services 2,152,543 2,174,068 2,195,809 2,217,767 2,239,945 2,262,344 2,284,968 2,307,817 2,330,896 2,354,205 Transfer to Fire Services* 7,750,000 10,500,000 11,500,000 13,000,000 14,000,000 14,560,000 15,142,400 15,748,096 16,378,020 17,033,141 Total Operational Expenditures 96,036,271 102,527,838 107,441,592 113,036,056 118,320,200 123,363,475 128,638,231 134,155,849 139,928,307 145,968,210 CIP Related Transfers Transfer to Projects*10,726,545 Transfers for Facilities *3,847,482 3,885,957 3,924,816 3,964,065 4,003,705 4,043,742 4,084,180 4,125,021 4,166,272 4,207,934 Total GF Expenditures 110,610,298 106,413,795 111,366,409 117,000,120 122,323,905 127,407,217 132,722,411 138,280,871 144,094,578 150,176,145 Est. Beginning General Fund Balance 116,772,032 116,523,943 123,139,823 129,175,783 132,136,152 132,268,195 130,047,190 125,157,292 117,982,694 108,648,746 Revenue over (under) expenditures 1,078,456 10,115,879 9,535,960 6,460,369 3,632,043 1,278,995 (1,389,899) (3,674,597) (5,833,949) (8,159,635) Unfunded Requests (from Reserve) New Library ($30M) $20M RDA BOND PROCEEDS (6,000,000) Station 33/71 Rehab/Rebuild $23.6M RDA BONDS (2,400,000) Debt Service Payment (3,500,000) (3,500,000) (3,500,000) (3,500,000) (3,500,000) (3,500,000) (3,500,000) (3,500,000) (3,500,000) Dave Erwin Community Park ($19M) North Sphere Regional Park ($30M) North Sphere Stormwater - Channel Projects (1,000,000) Henderson Trailhead Improvements Other Imps (Assumes all Measure G Funds Res)(1,326,545) (12,030,561) (11,505,021) (10,430,277) (9,801,637) (9,858,953) (9,805,369) (9,739,471) (9,956,674) (10,174,920) Estimated Amount from Measure G 9,400,000 12,030,561 11,505,021 10,430,277 9,801,637 9,858,953 9,805,369 9,739,471 9,956,674 10,174,920 Requests from GF Reserve (1,326,545)$ (3,500,000)$ (3,500,000)$ (3,500,000)$ (3,500,000)$ (3,500,000)$ (3,500,000)$ (3,500,000)$ (3,500,000)$ (3,500,000)$ Est. Ending General Fund Balance 116,523,943$ 123,139,823$ 129,175,783$ 132,136,152$ 132,268,195$ 130,047,190$ 125,157,292$ 117,982,694$ 108,648,746$ 96,989,110$ 364 Schedule 6 – Reserve Policy Changes with Financing Component 10-Year Cash Flow Projections 2 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Est. General Fund Bal 116,523,943$ 123,139,823$ 129,175,783$ 132,136,152$ 132,268,195$ 130,047,190$ 125,157,292$ 117,982,694$ 108,648,746$ 96,989,110$ Annual Percentage Reserve Funded 168%170%174%196%187%174%168%146%134%127% Non-Spendable (Leave Balances and Trust Accounts)3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 3,117,405 Reserve Requirement - Per Current Policy ASSIGNED GF Operating Reserve (Innovation) (10% of Rev)11,168,875 11,652,967 12,090,237 12,346,049 12,595,595 12,868,621 13,133,251 13,460,627 13,826,063 14,201,651 COMMITTED GF Emergency Reserve (15% of Rev)16,753,313 17,479,451 18,135,355 18,519,073 18,893,392 19,302,932 19,699,877 20,190,941 20,739,094 21,302,476 Liability Reserve ($4M)4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 Emplymnt Bene Reserve (50% for PERS chg in Disc Rate)10,697,122 10,804,093 10,912,134 11,021,255 11,131,468 11,242,783 11,355,211 11,468,763 11,583,450 11,699,285 Other Fund Stability Reserve (equal to 25% T-fer Out) Capital Replacement Reserve 6,441,035 7,001,035 7,841,035 6,485,361 8,759,446 8,847,040 8,935,511 9,024,866 9,115,114 9,206,266 Housing Replacement Reserve 3,187,928 3,251,687 3,316,721 3,383,055 3,450,716 3,519,730 3,590,125 3,661,928 3,735,166 3,809,869 CIP Reserve (20% of CIP )6,045,267 7,319,615 6,792,935 392,935 392,935 3,657,538 2,387,729 7,319,615 6,792,935 392,935 Equip Replacement Reserve (100% of hist cost of assets)2,869,354 2,955,435 3,044,098 3,135,421 3,229,483 3,229,483 3,261,778 3,294,396 3,327,340 3,360,613 Econ Development/Community Investment w/ROI 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 5,000,000 Total Required Reserve 69,280,300 72,581,688 74,249,920 67,400,554 70,570,440 74,785,532 74,480,886 80,538,540 81,236,567 76,090,500 Reserve Requirement Overfunded/(Underfunded)47,243,643 50,558,134 54,925,863 64,735,598 61,697,756 55,261,658 50,676,405 37,444,155 27,412,178 20,898,611 16.7% Minimum Reserve per GFOA 18,652,022 19,460,456 20,190,696 20,617,902 21,034,643 21,490,597 21,932,530 22,479,248 23,089,525 23,716,757 35% Reserve Floor 39,091,064 40,785,386 42,315,829 43,211,171 44,084,582 45,040,174 45,966,379 47,112,196 48,391,220 49,705,778 Transferred with Budget Approval 365 366 RESOLUTION NO. 2026- _____ A RESOLUTION OF THE ClTY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, RESCINDING RESOLUTION NO. 2018-73 AND ADOPTING A REVISED RESERVE POLICY WHEREAS, the City desires to ensure that there is sufficient capital available at all times to meet its operating, equipment replacement, capital project, employment benefits, and other substantial obligations; and WHEREAS, the City desires to formalize its reserve policies; and WHEREAS, the City desires to reserve capital for unanticipated and unforeseeable expenditures; and WHEREAS, the City desires to establish a buffer should revenue estimates in any year not meet projections; and WHEREAS, the City Council has been presented with a Reserve Policy in the form attached to this Resolution as Exhibit A and by this reference incorporated herein. NOW, THEREFORE, THE ClTY COUNCIL OF THE ClTY OF PALM DESERT DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS: Section 1. The foregoing recitals are true and correct and are incorporated herein by this reference. Section 2. The City Council hereby adopts the Reserve Policy, attached hereto as Exhibit A. Section 3. The City Manager is authorized to implement, administer, and periodically review and update the Reserve Policy, consistent with applicable law and City policy. Section 4. The Reserve Policy shall be incorporated into the City’s Administrative Procedures as Policy No. FIN-003a. Section 5. This Resolution shall take effect immediately upon adoption 367 RESOLUTION 2026- ______ Page 2 of 2 ADOPTED ON ________________, 20__. EVAN TRUBEE MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote: AYES: NOES: ABSENT: ABSTAIN: RECUSED: IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ______________, 20__. ANTHONY J. MEJIA CITY CLERK 368 RESOLUTION 2026- ______ Page 2 of 2 EXHIBIT A ADMINISTRATIVE POLICY NO. FIN-003A “RESERVE POLICY” 369 370 ADMINISTRATIVE PROCEDURES Subject Reserve Policy Policy No. FIN - 003 Date Issued: September 27, 2018 Amended January 22, 2026 Approved by Resolution No. 2026- ___ authorizing a Reserve Policy Authored by Finance Department I. PURPOSE To outline the policy and procedures for establishing reserves for long-term city infrastructure needs, economic uncertainties, economic development, emergency reserve, equipment replacement, productivity savings and innovation, pension and other post employmentpost-employment obligations. This policy will also set guidelines and priorities for the distribution of excess revenue at the end of each fiscal year to assist in funding and replenishing the identified reserve categories as well as ensuring that funds for current operating needs are available. This Policy will help the City ensure stable service delivery. II. SCOPE The City utilizes a variety of Government funds for reporting and budgeting revenues and expenditures of the City which are separated broadly by three fund types: governmental funds, proprietary funds and fiduciary funds. This policy will pertain only to governmental funds and proprietary funds since fiduciary funds are held in trust for others. Governmental funds include the General Fund, Special Revenue funds, Debt Service funds and Capital Project funds. Proprietary funds include Enterprise funds and Internal Service funds. To effectively utilize and maintain adequate reserves for both known and unknown contingencies, this policy establishes reserve categories based on the hierarchy of the City’s needs and risks: 1. General Fund Operating Reserve 2. Contingency/Emergency Reserve 3. Facilities Maintenance Reserve 4. Capital Improvement Projects Reserve 5. Liability Reserve 6. Employment Benefits Reserve 7. Other Fund Stability Reserve 8. Equipment Replacement Reserve 371 Administrative Procedures Manual FIN-003 Reserve Policy Page 2 of 10 9. Economic Development/Land Acquisition Reserve III. GENERAL DEFINITIONS A. ACFR – Annual Comprehensive Financial Report – local government entity’s main yearly financial reporting document, prepared in accordance with GAAP and governmental reporting standards (typically GASB) B. CJPIA – California Joint Powers Insurance Authority – a pooled insurance and risk management provider for California public agencies. III.IV. RESERVE CATEGORY DEFINITIONS (in alphabetical order) a. Capital Improvement Projects Reserve – A reserve for major capital projects or improvements to the City’s infrastructure including recreational facilities, undergrounding, roadways, storm drains, parks and gardens, buildings, and rights of way. b. Contingency/Emergency Reserve – A reserve to sustain General Fund operations, service delivery and budgetary stabilization in the event of an unexpected change in financial condition1 or public emergency. This reserve is not intended to serve as an alternative funding source for new programs. c. Economic Development/Land Acquisition Reserve -- A reserve to facilitate economic development partnerships, incentives and property acquisitions to further the City’s economic development goals. d. Employment Benefits Reserve – A reserve for accumulated compensated leave balances, pension discount rate changes, pension obligations and other post- employment benefits (OPEB), including unfunded pension liabilities. e. Equipment Replacement Reserve -- A reserve for the replacement of equipment not identified within the Facilities Maintenance Reserve, including vehicles, office furniture, information systems, printers, scanners, communication systems, etc. f. Facilities Maintenance Reserve – A reserve to maintain existing City buildings and infrastructure including recreational facilities, parks and gardens, and hiking trails. g. General Fund Operating Reserve – A reserve used to finance the daily operations of the City, such as public safety, streets maintenance, recreational parks, and special events. h. Liability Reserve – A reserve for costs not covered by the City’s insurance programs including claim costs within the deductible amounts, certain types of settlements and judgments, or any claims awarded in excess of $50 million. This reserve may also be used for deductibles, to pay any amount that may be 1 An unexpected change in financial condition could include things such as the economic crisis in 2008, a loss or delay of a ma jor revenue source, a natural disaster, liabilities not covered by insurance, or change in the pension discount rate for the City’s unfunded pension liability. 372 Administrative Procedures Manual FIN-003 Reserve Policy Page 3 of 10 considered a liability to the City consistent with this category, or to pay any contribution or premium to the pool on behalf of the City. i. Other Fund Stability Reserve – A reserve for transfers to funds from the General Fund to cover expenses. IV.V. ACCOUNTING GUIDANCE The Government Finance Officers Association (GFOA) suggests that as a best practice, cities should consider their own unique circumstances in order to determine adequate reserves. This includes assessing the needs of the City as well as the uncertainties that could impact the City’s revenues and fund balance Government Accounting Standards Board Statement (GASB) No. 54 defines five specific classifications of fund balance. The five classifications are intended to identify whether the specific components of fund balance are available for appropriation (or available to reserve) and are therefore “Spendable.” The classifications are also intended to identify the extent to which fund balance is constrained by special restrictions. The five classifications2 of fund balance for governmental funds are as follows: CLASSIFICATIONS NATURE OF RESTRICTION Non-spendable Cannot be readily converted to cash Restricted Externally imposed restrictions Committed City Council imposed commitment Assigned City Manager assigned purpose/intent Unassigned Residual balance not otherwise restricted 2 Nonspendable Fund Balance (inherently nonspendable) – Assets that cannot be converted to cash (i.e., prepaid items and inventories of supplies) and assets that will not be co nverted to cash soon enough to affect the current period. Examples of non - spendable fund balance are reserves for long term receivables and advances, prepaid assets, City’s financial assets which are not due to be received for an extended period, so are not available for appropriation during the budget year. Restricted Fund Balance (externally enforceable limitations on use) – Limitations imposed by creditors, grantors, contributors, or laws and regulations of other governments and limitations imposed by law through constitutional provisions or enabling legislation. Examples of restricted fund balance are reserves for debt service, developer impact fee, capital bonds and grants. Committed Fund Balance (self-imposed limitations on use set in place prior to the end of the fiscal year) – Limitation imposed at the highest level of decision making that requires formal action at the same level to remove (City Council). Examples of committed fund balance are the aquatic center, energy loan programs and the ho using authority capital asset replacement. Assigned Fund Balance (limitation resulting from intended use) – Intended use is established by highest level of decision making, then may be implemented by an official designated for that purpose (delegated by the City Council to the City Manager). Examples of assigned fund balance are the library fund, building maintenance fund, capital project reserve fund, and economic development fund. Unassigned Fund Balance (residual net resources) – Excess of nonspendable, restricted, committed, and assigned total fund balance. Unassigned Fund Balance reserves are residual positive net resources in excess of what can properly be classified in one of the other four components. Unassigned General Fund Balance (unobligated general fund reserves) and can be used for any lawful purpose. 373 Administrative Procedures Manual FIN-003 Reserve Policy Page 4 of 10 This Policy is focused only on the reserve designations that will be Committed, Assigned or identified in Unassigned. Non-spendable and Restricted classifications will be excluded because they are subject to requirements outside the City’s control. The City will, however, consider restricted fund balance as spent first when both restricted and unrestricted fund balances are available. 374 Administrative Procedures Manual FIN-003 Reserve Policy Page 5 of 10 V. RESERVE FUNDING POLICIES The primary goal of the Policy is to identify and reserve, adequate resources for operational liquidity, future needs and any uncertainties that might affect the City’s fund balance. The Policy includes broad reserve categories that are meant to be as inclusive as possible, yet flexible enough to address needs or risks as they arise. Each reserve category may include multiple funds some of which may have a restricted fund balance component. At the discretion of the City Manager, monies held in reserve may be used in any year when the General Fund is not balanced in order to offset operating costs consistent with these reserve categories. The identified reserve funding policies are as follows: 1. General Fund Operating Reserve – On June 30, the Finance Director shall set aside twenty fiveten percent (2510%) of the projected annual General Fund expenditures. Withdrawals are permitted following an economic contraction, defined as two consecutive quarters of declining “real Gross Domestic Product/GDP” (GDP adjusted for inflation). This reserve will be adjusted at the end of each fiscal year to the recommended level based on the next year’s projected expenditures. This reserve will be classified in fund balance as ASSIGNED. 2. Contingency/Emergency Reserve – At the beginning of each fiscal year, the Finance Director shall reserve an amount equal to twenty fifteen percent (2015%)3 of the projected annual General Fund revenues. Withdrawals are permitted if a severe emergency, such as a natural disaster accompanied by significant, unanticipated revenue loss or expenditure needs occur. Withdrawals would need to commence within 12 months of the triggering event and could continue until tax revenues exceed pre-contraction levels, if that is the case. This reserve will be adjusted at the beginning of each fiscal year to the recommended level based on that year’s projected revenues. This reserve will be classified in fund balance as COMMITTED. 3. Facilities Maintenance Reserve – Upon the approval of this policy, the Finance Director is directed to commit the amount identified in the Capital Replacement Reserve Study, as the initial deposit, less amounts available from other funding sources to this reserve. The policy designated goal for funding this reserve, will be between sixty and one hundredseventy percent (60-1070%) of the ‘Fully Funded’annual calculated replacement value amount in the Capital Replacement Reserve Study. The annual recommended funding amount identified in the Capital Replacement Reserve Study will be considered as part of the annual budget. The 3 After the financial crisis in 2008 the fluctuation in the City’s revenue was approximately twenty percent (20%) of the 2007-08 budget or $11 million dollars. While the City also reduced its budget at that time to offset the reduction in revenues to the extent possible, the core services were still rising. It took approximately eight years to reestablish the revenue base to pre-2008 levels. Based on these actual events staff believes that 20% of the annual operating revenue would be prudent as a reserve, with a consideration to review from time to time as information becomes available to the City that might suggest the amount to be incr eased. 375 Administrative Procedures Manual FIN-003 Reserve Policy Page 6 of 10 replacement value will be determined each by the total balance of facilities in the General Fixed Assets Fund 980. The minimum reserve will be calculated at 30%, with the maximum cumulative reserve balance not to exceed 110% of the annual calculated replacement value. Residual balances each year may be carried over up to the 110% ceiling. This reserve will be classified in fund balance as COMMITTED. 4. Capital Improvement Projects Reserve – At the financial closing of each fiscal year, the Finance Director shall set aside twenty percent (20%) of the total Capital Improvement Program projects for the next five years. The Finance Director will adjust this amount annually to the policy designated level plus any additional amounts so directed by the City Council under Section VI of this policy. This reserve will be classified in fund balance as both RESTRICTED and COMMITTED depending on the project funding. Unless otherwise specified, at such time as a project or any portion thereof has been awarde d the amount will be allocated (committed) to the project and will not be available for other projects. 5. Liability Reserve -- The Finance Director shall commit at least the pooled retention requirement for both Liability and Workers’ Compensation, which is currently $4 million ($2 million each). This amount may be adjusted annually in accordance with the minimum threshold requirements in CJPIA’s Memorandum of Coverage. This reserve will be classified in fund balance as COMMITTED. 6. Employment Benefits Reserve – Internal Service Funds have been established for the purpose of reserving monies for compensated balances and Other Post- Employment Benefits (OPEB). On June 30 of each year, the Finance Director shall set aside one hundred percent (100%) of the compensable accrued unused vacation, sick leave, and compensatory time and the current year’s OPEB requirements to the appropriate internal service funds. This amount will be COMMITTED. The Finance Director shall also set aside fifty percent (50%) of a one percent (1%) difference in the Public Employees Retirement System (PERS) discount rate. This amount will be COMMITTED in the General Fund. 7. Other Fund Stability Reserve - Upon the approval of this policy, the Finance Director shall be directed to commit $3.3 million to this reserve. At the end of each fiscal year, the Finance Director shall adjust the amount to be the projected annual transfers to other funds. These funds may either be committed and transferred at the beginning of the Fiscal Year (and trued up at year-end) or is a reserve will be classified in fund balance as COMMITTED. 8. Equipment Replacement Reserve – An Internal Service Fund has been established for the purpose of equipment replacement. At the financial closing of each fiscal year, the Finance Director shall adjust this reserve to be at least 100% of the total historical cost of equipment assets as noted in the CACFR and may Formatted: Font: Bold, Italic 376 Administrative Procedures Manual FIN-003 Reserve Policy Page 7 of 10 include amounts set aside in excess of 100% for any approved one-time expenditures. This reserve will be classified in fund balance as COMMITTED. 9. Economic Development/Land AcquisitionCommunity Investment Reserve -- Upon approval of this Policy, the Director of Finance shall deposit an additional $4,000,000 as a reserve for land/property acquisitions. In addition, w To ensure reinvestment in the community, a dedicated Economic/Community Investment Reserve will be created in an annual amount of $5,000,000 supported by a structured, measurable allocation of limited fund balance. Any project utilizing these reserved funds would need to demonstrate a minimum expected ROI within five years that meets or exceeds the benchmark currently used for City investments, the Five-Year Treasury Bill rate to be viable investments paid from this reserve. Unused annual reserve amounts may accumulate for four years and then must be returned to fund balance as UNASSIGNED. As the City builds out, this amount may be adjusted and funds reallocated where needed with City Council approval. Additionally, within a reasonable amount of time from when the City receives its share of the proceeds of the former redevelopment agency’s land sales, from the County of Riverside, the Finance Director shall commit the City’s share to this reserve. This reserve will be classified in fund balance as COMMITTED. 9.10. Productivity Savings/Innovation Reserve This reserve concept is a modern, incentive-based approach to support innovation and operational efficiency across City departments. The reserve encourages continuous improvement and high performance by allowing General Fund managers to retain and reinvest productivity-related savings in long-term service enhancements. Eligible productivity savings would be separately tracked by the department or division that generated them. Requests for use of accumulated savings could be submitted to the City Manager at any point during the second half of the fiscal year. Any savings not utilized or requested would roll back into the General Fund balance at year-end. This reserve will be classified in fund balance as ASSIGNED. 377 Administrative Procedures Manual FIN-003 Reserve Policy Page 8 of 10 VI. CITY COUNCIL DESIGNATION OF RESERVES AND MINIMUM THRESHOLD The City Council will take action to COMMIT fund balance and unless otherwise specified in this Policy, hereby designates the City Manager or his/her designee to ASSIGN fund balance when appropriate. The City Council may designate portions of General Fund unassigned or unobligated fund balance for any other municipal purpose that the City Council deems prudent or necessary. At no time will the City’s cumulative Reserve Balance dip below 35% of annual revenue. This measure meets both bond rating requirements for Aaa rating and the suggested minimum of 16.7% of revenue, as suggested by GFOA’s best practices without unanimous City Council approval. VII. ANNUAL DISTRIBUTION OF EXCESS REVENUE The distribution of excess revenue at the end of each fiscal year will be according to the following guidelines and priorities. Excess revenue, for purposes of this Policy, is the difference between revenues and expenses in the General Fund at the end of a fiscal year after all required transfers are made to other funds. The priority for distributing or reserving excess revenue at year end is as follows: 1. All excess revenue shall first be used to replenish the General Fund Operating Reserve until it reaches the Policy designated level. 2. The amount necessary to reserve for continuing appropriations and encumbrances that are not funded by other methods, if any. 3. The amount necessary to fund an adequate reserve for potential liabilities, compensated absences, and other post-employment benefits to be paid during the next fiscal year that are not funded by other methods, if any. 4. The amount necessary to fund the Contingency/Emergency Reserve to maintain General Fund operations, service delivery and budgetary stabilization in the event of an unexpected change in financial condition4 or public emergency. Or, if there is insufficient amounts available to fully fund the Contingency/Emergency Reserve, an amount necessary to temporarily reserve for any known and/or anticipated economic downturns during the next fiscal year that are expected to be more than three percent (3%) of the previous year’s General Fund revenues. 5. Other considerations for the allocation of excess revenues will be at the discretion 4 An unexpected change in financial condition could include things such as the economic crisis in 2008, a loss or delay of a ma jor revenue source, a natural disaster, liabilities not covered by insurance, or change in the pension discount rate for the City’s unfunded pension liability. 378 Administrative Procedures Manual FIN-003 Reserve Policy Page 9 of 10 of the City Manager after review of the City’s outstanding obligations, approved goals, or level of reserves within each category. 379 Administrative Procedures Manual FIN-003 Reserve Policy Page 10 of 10 VIII. REPLENISHMENT OF RESERVES After consideration of the use of excess revenue in Section VI., the City Manager will annually review the level of each approved reserve category, and after determining what is reasonably necessary and appropriate for the City’s needs, may direct replenishment of critical reserves (General Fund Operating Reserve and Contingency/Emergency Reserve) from other reserves or may assign any remaining excess revenues accordingly. If a transfer is required from one reserve to another, the City Manager shall notify the City Council at the next regularly scheduled City Council meeting of such transfer. When reserves are used for any intended purpose, or as allowed under this policy, and a replenishment source is not identified at the time of use, the City Manager will advise the City Council during the annual budget process as to the status of reserves including any recommendations for replenishment. IX. COMPREHENSIVE ANNUAL COMPREHENSIVE FINANCIAL REPORT In accordance with generally accepted accounting principles and practices, all classifications of General Fund fund balance will appear in the Notes to Financial Statements of the CACFR and be classified in accordance with GASB 54. 380 CITY OF RA CH,O MIRAGE ff 21 STAFF REPORT TO: City Council DATE: March 10, 2015 FROM: Isaiah Hagerman, Finance Director SUBJECT: General Fund Reserve Balances SPECIFIC REQUEST OR RECOMMENDATION: Consideration of Resolution No. 2015- , approving commitment of certain reserves for specified purposes consistent with the fund balance policy JUSTIFICATION OR INFORMATION: Annually the Budget Subcommittee, which consists of Mayor Pro Tem Hobart and Councilman Kite, and staff performs a review of the General Fund reserves, in accordance with the City's Fund Balance Policy and professional standards set by the Governmental Accounting Standards Board (GASB). Funds may be committed by City Council. Funds may also be uncommitted by either fulfilling the commitment or by resolution approved by City Council. Each commitment of fund balance must meet a specific level of specificity to be classified as committed fund balance. Currently, City Council has established seven reserves for the General Fund: Prudent Reserve, Disaster Recovery Reserve, Capital Projects Reserve, Economic Development Reserve, Ritz Spa Suite Reserve, Section 19 Water Reserve, and the Rancho Mirage Public Library Reserve. Based on the review, a reduction of $4,000,000 in the Disaster Recovery Reserve and a reduction of $3,600,000 in the Economic Development Reserve are being requested. All other reserves will stay at their current amounts. The reductions in the Disaster Recovery and Economic Development reserves will free up fund balance to ensure the City has sufficient unassigned fund balance. Unassigned fund balance is used to account for any remaining fund balance that isn't reserved for a specific purpose. Unassigned fund balance was significantly reduced to make the General Fund's share of the Ca1PERS pension payment. In addition, the City Council will be considering the use of unassigned fund balance to retire the 2005A Lease Revenue Bonds. The table below summarizes the recent history of our reserves. City Council Action: Approved as Requested. Approved as Amended. Denied. Other: Referred to: For: Cont. to Agenda of: Hearing Set: AGENDA ITEM # 5-1 381 DATE: March 10, 2015 Page 2 of 3 JUSTIFICATION OR INFORMATION CONTINUED: Reserve Name Prudent Reserve Disaster Recovery Capital Projects Economic Development Ritz Spa Suite Purchase Section 19 Water Library Original Reserve Amount May 2013) 25,000,000 15,000,000 10,000,000 5,000,000 5,000,000 5,125,000 5,000,000 Current Amount 25,000,000 15,000,000 7,513,333 5,000,000 5,000,000 5,125,000 3,789,805 The detail of each reserve is presented below. Prudent Reserve: Requested Change N/A 11,000,000 N/A 1,400,000 N/A N/A N/A The Prudent Reserve commitment is set aside for future revenue shortfalls that meet or exceed the following. If the state reduces future revenue streams or if economic conditions lead to a decline in total general fund revenues of 9% or more from the prior year total general fund revenue amount in any utilize the Prudent Reserve funds to City and its residents. Disaster Recovery: given fiscal year. The City may maintain levels of service to the The Disaster Recovery commitment covers the costs and losses as a result of a major earthquake and disasters that require the activation of the City's Emergency Operation Center (EOC) in accordance with California Emergency Services Act. Capital Projects: The Capital Project commitment set aside is for land, equipment replacement, information technology equipment and software, facility and infrastructure renovation, upgrade and acquisitions. This set aside can also be used for solar and other "green" projects. Economic Development: Due to the passage of funding for economic lost some funding for AB X1 26 and the loss of the redevelopment agency development projects and programs, the City has its economic development programs but the Economic AGENDA ITEM # 5-2 382 DATE: March 10, 2015 Page 3 of 3 JUSTIFICATION OR INFORMATION CONTINUED: Development commitment will be used to continue economic development efforts such as the Highway 111 Facade improvement and property upgrade program, as well as for incentive and acquisitions programs to encourage retail and hotel growth within the City. Ritz Spa Suite Purchase: The Ritz Spa Suite reserve will be committed for the purchase of the Spa Suite's according to Operating Covenant and amendments. Section 19 Water: The Section 19 Water reserve will be committed for deposit into an escrow account relating to costs of bringing water to section 19 for development purposes. In the event the actual amount required for deposit into the escrow account is less than the $5.125 million commitment, the remaining amount will cease to be committed and revert back to unassigned fund balance. City of Rancho Mirage Public Library: It is anticipated the General Fund will eventually have to supplement the operating and capital costs of the Library Fund. The Library Fund commitment will be reserved for these costs. RECOMMENDATION: Approval of Resolution No. 2015-, approving commitment of certain reserves for specified purposes consistent with the fund balance policy ATTACHMENT: Resolution No. 2015- , approving commitment of certain reserves for specified purposes consistent with the fund balance policy AGENDA ITEM # 5-3 383 RESOLUTION NO. 2015- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO MIRAGE APPROVING COMMMITMENT OF CERTAIN RESERVES FOR SPECIFIED PURPOSES CONSISTENT WITH THE FUND BALANCE POLICY WHEREAS, the Governmental Accounting Standards Board GASB") is the authoritative body that sets accounting principles for governmental agencies, including the City of Rancho Mirage; and WHEREAS, GASB pronouncements comprise the majority of generally accepted accounting principles for governmental agencies; and WHEREAS, GASB has issued Government Accounting Standards Board No. 54 Fund Balance Reporting and Governmental Fund Type Definitions ("Statement 54") which requires that governmental agencies change the categories and terminology used to describe the components of fund balance; and WHEREAS, Statement 54 is designed to improve the reporting of fund balance classifications governments are the funds; and and to establish a hierarchy based primarily on the bound by constraints of fund balance extent to which on resources reported in WHEREAS, the City Council approved the "Fund Balance Policy" with Resolution No. 2013-22 on May 16th, 2013 that is attached hereto as Exhibit "A" and incorporated herein by this reference, which policy comports with the requirements of Statement 54; and WHEREAS, the Fund Balance Policy establishes the procedures for reporting, within the annual financial statements, unrestricted fund balance within the City's governmental funds; and WHEREAS, the City 23, a copy of which is by this reference as reserves for specific Balance Policy; and Council later approved Resolution 2013 - attached hereto and incorporated herein Exhibit "B," which committed certain purposes in accordance with the Fund 5-4 384 WHEREAS, staff Reserve be reduced Economic Development 1,400,000, keeping Resolution 2013-23. now proposes that the Disaster Recovery from $15,000,000 to $11,000,000 and the Reserve be reduced from $5,000,000 to in place all other reserves approved by NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO MIRAGE DOES HEREBY RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS: Section 1. Recitals. That the Recitals set forth above are true and correct. Section 2. Approval of Commitment of Certain Reserves for Specified Purposes Consistent with the Fund Balance Policy. That the City Council hereby approve reductions in the Disaster Recovery>Reserve from $15,000,000 to $11,000,000 and in the Economic Development Reserve from $5,000,000 to $1,400,000. Section 3. Severability. That should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect. Section 4. Repeal of Conflicting Provisions. That all the provisions heretofore adopted by the City Council that are in conflict with the provisions of this Resolution are hereby repealed. Section 5. Effective Date. That this Resolution shall take effect upon its adoption. Section 6. Certification. That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions. 5-5 385 PASSED, APPROVED AND ADOPTED on this 10th day of March, 2015. Iris M. Smotrich, Mayor ATTEST: Cynthia Scott, City Clerk APPROVED AS TO FORM: Steven B. Quintanilla, City Attorney N:\RNCH\0001-10 General Matters \DOC\814 - Resolution General Fund Reserve Balances (03.02.15).doc 5-6 386 EXHIBIT "A" FUND BALANCE POLICY RESOLUTION 2013-22 SEE ATTACHED 5-7 387 RESOLUTION NO. 2013-22 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO MIRAGE ADOPTING THE FUND BALANCE POLICY. WHEREAS, the Governmental Accounting Standards Board GASB") is the authoritative body that sets accounting principles for governmental agencies, including the City of Rancho Mirage; and WHEREAS, GASB pronouncements comprise the majority of generally accepted accounting principles for governmental agencies; and WHEREAS, GASB has issued Government Accounting Standards Board No. 54 Fund Balance Reporting and Governmental Fund Type Definitions ("Statement 54") which requires that governmental agencies change the categories and terminology used to describe the components of fund balance; and WHEREAS, Statement 54 is designed to improve the reporting of fund balance and to establish a hierarchy of fund balance classifications based primarily on the extent to which governments are bound by constraints on resources reported in the funds; and WHEREAS, the City Council has reviewed the Fund Balance Policy that is attached hereto as Exhibit "A" and incorporated herein by this reference, which policy comports with the requirements of Statement 54; and WHEREAS, the Fund Balance Policy will establish the procedures for reporting, within the annual financial statements, unrestricted fund balance within the City's governmental funds. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO MIRAGE DOES HEREBY RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS: Section 1. Recitals. That the Recitals set forth above are true and correct. 5-8 388 ri Section 2. Approval of Fund Balance Policy. That the City Council hereby adopt the Fund Balance Policy. Section 3. Severability. That should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect. Section 4. Repeal of Conflicting Provisions. That all the provisions heretofore adopted by the City Council that are in conflict with the provisions of this Resolution are hereby repealed. Section 5. Effective Date. That this Resolution shall take effect upon its adoption. Section 6. Certification. That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions. TBE REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 5-9 389 PASSED, APPROVED AND ADOPTED on this 16th day of May, 2013. ATTEST: Cyn is Scott, City Clerk APPROVED AS TO FORM: A Steven B. Quintanilla, City Attorney CITY OF RANCHO MIRAGE CITY COUNCIL Richard W. Kite, Mayor 5-10 390 EXHIBIT "A" FUND BALANCE POLICY SEE ATTACHED 5-11 391 Attachment A CITY OF RANCHO MIRAGE FUND BALANCE POLICY I. Effective date of policy This policy is effective upon adoption by City Council. II. Purpose In February 2009, the Governmental Accounting Standards Board (GASB) issued GASB Statement No. 54, Fund Balance Reporting and Governmental .Fund Type Definitions (Statement 54). Statement 54 is designed to improve the reporting of fund balance and to establish a hierarchy of fund balance classifications based primarily on the extent to which governments are bound by constraints on resources reported in the funds. This policy will establish the procedures for reporting, within the annual financial statements, unrestricted fund balance (comprised of Committed, Assigned, and Unassigned categories) within the City's governmental funds. Statement 54 only applies to reporting of governmental funds and does not impact Enterprise, Internal Service, or Fiduciary Funds. III. Definitions: Fund balance refers to the difference between assets and liabilities reported in the City's governmental funds. Generally there are limitations on the purpose for which all or a portion of the resources of a governmental fund may be used. The force behind these limitations can vary significantly, depending upon their source. Under Statement 54 the fund balance reported in the annual financial statements is categorized into five components whereby each component identifies the extent to which the City is bound to honor constraints on the specific purposes for which amounts in the .fund can be spent. All five components of fund balance will not always be used in any given fiscal year. The five components of fund balance are as follows. Nonspendable: Resources that are 1) not in spendable form, such as inventories, prepaids, long-term receivables, or non-financial assets held for resale, or 2) required to be maintained intact such as an endowment. 1 5-12 392 Restricted: Resources that are subject to externally enforceable legal restrictions; these restrictions would be either 1) externally imposed by creditors (such as through debt covenants), grantors, contributors, or laws or regulations of other governments or 2) imposed by law through constitutional provisions or enabling legislation. Committed: Resources that are constrained to specific purposes by a formal action of the City Council by resolution. The constraint remains binding unless removed or changed in the same formal manner by the City Council. Council action to commit fund balance must occur within the fiscal reporting period while the calculation of the committed balance may be determined subsequently. Assigned: For the General Fund, amounts constrained for the intent to be used for a specific purpose, but that are neither restricted nor committed. Intent can be expressed by the City Council or by an official or body to which the Council delegates the authority. Amount reported as assigned should not result in a deficit in unassigned fund balance. For all governmental funds other than the general fund, any remaining positive amounts not classified as nonspendable, restricted or committed. Unassigned: Within the General Fund, the residual resources, either positive or negative, in excess of what can be properly classified as nonspendable, restricted, committed or assigned. The General Fund is the only fund that would report a positive amount in unassigned fund balance. For all governmental funds other than the General Fund, amount expended in excess of resources that are nonspendable, restricted or committed (a residual deficit). In determining a residual deficit, no amount should be reported as assigned. 5-13 393 IV. Policy: 1. When expenditures are incurred for purposes for which both restricted and unrestricted (committed, assigned, or unassigned) fund balances are available, the City's policy is to first apply restricted fund balance. When expenditures are incurred for purposes for which committed, assigned, or unassigned fund balances are available, the City's policy is to first apply committed fund balance, then assigned fund balance, and finally unassigned fund balance. 2. This policy delegates to the City Manager the authority to assign unrestricted fund balance amounts where the City's intent is for those amounts to be used for specific purposes. This delegation of authority is for the sole purpose of reporting these amounts in the annual financial statements. 3. The City Council, as the highest level of decision-making authority, may commit fund balance for specific purposes pursuant to constraints imposed by resolution. For the commitment of fund balance, resolution is the highest form of action. These committed amounts cannot be used for any other purpose unless the City Council removes or changes the specified use or amount through the same type of formal action taken to establish the commitment. City Council action to commit fund balance needs to occur within the fiscal reporting period; but the amount, if any, which will be subject to .the constraint, may be determined at a subsequent period. This policy has been prepared in accordance with Governmental Accounting Standards Board (GASB) Statement No. 54. No other policy or procedure supersedes the authority and provisions of this policy. 5-14 394 CERTIFICATION STATE OF CALIFORNIA COUNTY OF RIVERSIDE CITY OF RANCHO MIRAGE I, Cynthia Scott, City Clerk of the City of Rancho Mirage, California, do hereby certify that Resolution No. 2013-22 was duly adopted by the City Council of the City of Rancho Mirage, California, at a regular meeting thereof held on the 16th day of May, 2013, by the following vote: AYES: Smotrich, Weill, Kite NOES: None ABSENT: Hines, Hobart ABSTAIN: None Cynthia Scott, CMC City Clerk 5-15 395 EXHIBIT "B" RESOLUTION 2013-23 SEE ATTACHED 5-16 396 7 RESOLUTION NO. 2013-23 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO MIRAGE APPROVING COMMMITMENT OF CERTAIN RESERVES FOR SPECIFIED PURPOSES CONSISTENT WITH THE FUND BALANCE POLICY. WHEREAS, the Governmental Accounting Standards Board GASB") is the authoritative body that sets accounting principles for governmental agencies, including the City of Rancho Mirage; and WHEREAS, GASB pronouncements comprise the majority of generally accepted accounting principles for governmental agencies; and WHEREAS, GASB has issued Government Accounting Standards Board No. 54 Fund Balance Reporting and Governmental Fund Type Definitions ("Statement 54") which requires that governmental agencies change the categories and terminology used to describe the components of fund balance; and WHEREAS, Statement 54 is designed to improve the reporting of fund balance and to establish a hierarchy of fund balance classifications based primarily on the extent to which governments are bound by constraints on resources reported in the funds; and WHEREAS, the City Council has approved the Fund Balance Policy that is attached hereto as Exhibit "A" and incorporated herein by this reference, which policy comports with the requirements of Statement 54; and WHEREAS, the Fund Balance Policy establishes the procedures for reporting, within the annual financial statements, unrestricted fund balance within the City's governmental funds; and WHEREAS, staff proposes that certain reserves from the City's General Fund be committed for certain specified purposes, as set forth in Exhibit "B," attached hereto and made part hereof, and consistent with the Fund Balance Policy. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF RANCHO MIRAGE DOES HEREBY RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS: 5-17 397 Section 1. Recitals. That the Recitals set forth above are true and correct. Section 2. Approval of Commitment of Certain Reserves for Specified Purposes Consistent with the Fund Balance Policy. That the City Council hereby approve commitment of certain reserves as set forth in Exhibit "B," consistent with the Fund Balance Policy. Section 3. Severability. That should any provision, section, paragraph, sentence or word of this Resolution be rendered or declared invalid by any final court action in a court of competent jurisdiction or by reason of any preemptive legislation, the remaining provisions, sections, paragraphs, sentences or words of this Resolution as hereby adopted shall remain in full force and effect. Section 4. Repeal of Conflicting Provisions. That all the provisions heretofore adopted by the City Council that are in conflict with the provisions of this Resolution are hereby repealed. Section 5. Effective Date. That this Resolution shall take effect upon its adoption. Section 6. Certification. That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original resolutions. THE REMAINDER OF THIS PAGE LEFT INTENTIONALLY BLANK] 5-18 398 PASSED, APPROVED AND ADOPTED on this 16th day of May, 2013. ATTEST: id t Z Cy4tti s Scott, City Clerk APPROVED AS TO FORM: Afki, F Steven B. Quiritanilla' City Attorney CITY OF RANCHO MIRAGE CITY COUN Richard W. Kite, Mayor 5-19 399 EXHIBIT "A" FUND BALANCE POLICY SEE ATTACHED r -- 5-20 400 Attachment A CITY OF RANCHO MIRAGE FUND BALANCE POLICY I. Effective date of policy This policy is effective upon adoption by City Council. II. Purpose In February 2009, the Governmental Accounting Standards Board (GASB) issued GASB Statement No. 54, Fund Balance Reporting and Governmental Fund Type Definitions (Statement 54). Statement 54 is designed to improve the reporting of fund balance and to establish a hierarchy of fund balance classifications based primarily on the extent to which governments are bound by constraints on resources reported in the funds. This policy will establish the procedures for reporting, within the annual financial statements, unrestricted fund balance (comprised of Committed, Assigned, and Unassigned categories) within the City's governmental funds. Statement 54 only applies to reporting of governmental funds and does not impact Enterprise, Internal Service, or Fiduciary Funds. III. Definitions: Fund balance refers to the difference between assets and liabilities reported in the City's governmental funds. Generally there are limitations on the purpose for which all or a portion of the resources of a governmental fund may be used. The force behind these limitations can vary significantly, depending upon their source. Under Statement 54 the fund balance reported in the annual financial statements is categorized into five components whereby each component identifies the extent to which the City is bound to honor constraints on the specific purposes for which amounts in the fund can be spent. All five components of fund balance will not always be used in any given fiscal year. The five components of fund balance are as follows. Nonspendable: Resources that are 1) not in spendable form, such as inventories, - prepaids, long-term receivables, or non-financial assets held for resale, or 2) required to be maintained intact such as an endowment. 1 5-21 401 Restricted: Resources that are subject to externally enforceable legal restrictions; these restrictions would be either 1) externally imposed by creditors (such as through debt covenants), grantors, contributors, or laws or regulations of other governments or 2) imposed by law through constitutional provisions or enabling legislation. Committed: Resources that are constrained to specific purposes by a formal action of the City Council by resolution. The constraint remains binding unless removed or changed in the same formal manner by the City Council. Council action to commit fund balance must occur within the fiscal reporting period while the calculation of the committed balance may be determined subsequently. Assigned: For the General Fund, amounts constrained for the intent to be used for a specific purpose, but that are neither restricted nor committed. Intent can be expressed by the City Council or by an official or body to which the Council delegates the authority. Amount reported as assigned should not result in a deficit in unassigned fund balance. For all governmental funds other than the general fund, any remaining positive amounts not classified as nonspendable, restricted or committed. Unassigned: Within the General Fund, the residual resources, either positive or negative, in excess of what can be properly classified as nonspendable, restricted, committed or assigned. The General Fund is the only fund that would report a positive amount in unassigned fund balance. For all governmental funds other than the General Fund, amount expended in excess of resources that are nonspendable, restricted or committed (a residual deficit). In determining a residual deficit, no amount should be reported as assigned. 5-22 402 IV. Policy: 1. When expenditures are incurred for purposes for which both restricted and unrestricted (committed, assigned, or unassigned) fund balances are available, the City's policy is to first apply restricted fund balance. When expenditures are incurred for purposes for which committed, assigned, or unassigned fund balances are available, the City's policy is to first apply committed fund balance, then assigned fund balance, and finally unassigned fund balance. 2. This policy delegates to the City Manager the authority to assign unrestricted fund balance amounts where the City's intent is for those amounts to be used for specific purposes. This delegation of authority is for the sole purpose of reporting these amounts in the annual financial statements. 3 The City Council, as the highest level of decision-making authority, may commit fund balance for specific purposes pursuant to constraints imposed by resolution. For the commitment of fund balance, resolution is the highest form of action. These committed amounts cannot be used for any other purpose unless the City Council removes or changes the specified use or amount through the same type of formal action taken to establish the commitment. City Council action to commit fund balance needs to occur within the fiscal reporting period; but the amount, if any, which will be subject to _the constraint, may be determined at a subsequent period. This policy has been prepared in accordance with Governmental Accounting Standards Board (GASB) Statement No. 54. No other policy or procedure supersedes the authority and provisions of this policy. 5-23 403 EXHIBIT "B" COMMITMENT FUND BALANCE 5-24 404 Attachment B Committed Fund Balance for the General Fund Only: Prudent Reserve: The Prudent Reserve commitment is $25 million set aside for future revenue shortfall that meet or exceed the following. If the state reduces future revenue streams or if economic conditions lead to a decline in total general fund revenues of 9s or more from the prior year total general fund revenue amount in any given fiscal year. The City may utilize the Prudent Reserve funds to maintain levels of service to the City and its residents. Disaster Recovery: The Disaster Recovery commitment of $15 million is to cover costs and losses as a result of a major earthquake and disasters that require the activation of the City's Emergency Operation Center (EOC) in accordance with California Emergency Services Act. Capital Projects: The Capital Project commitment set aside is $10 million for land, equipment replacement, information technology equipment and software, facility and infrastructure renovation, upgrade and acquisitions. This set aside can also be used for solar and other "green" projects. Economic Development: Due to the passage of AB X1 26 and the loss of the redevelopment agency funding for economic development projects and programs. The Economic Development commitment of $5 million will be used to continue economic development efforts such as the Highway 111 Facade improvement and property upgrade program, as well as incentive and acquisitions programs to encourage retail and hotel growth within the City. City of Rancho Mirage Public Library: It is anticipated the General Fund will eventually have to supplement the operating and capital costs of the Library Fund. The Library Fund commitment of $5 million will be for those costs. Ritz Spa Suite Purchase: 5 million will be committed for the purchase of the Spa Suite's according to Operating Covenant and amendments. 5-25 405 Section 19 Water: 5.125 million will be committed for deposit into an escrow account relating to costs of bringing water to section 19 for development purposes. In the event the actual amount required for deposit into the escrow account is less than the $5.125 million commitment, the remaining amount will cease to be committed and revert back to unassigned fund balance. 5-26 406 CERTIFICATION STATE OF CALIFORNIA COUNTY OF RIVERSIDE CITY OF RANCHO MIRAGE I, Cynthia Scott, City Clerk of the City of Rancho Mirage, California, do hereby certify that Resolution No. 2013-23 was duly adopted by the City Council of the City of Rancho Mirage, California, at a regular meeting thereof held on the 16th day of May, 2013, by the following vote: AYES: Smotrich, Weill, Kite NOES: None ABSENT: Hines, Hobart ABSTAIN: None Cyn hia Scott, CMC City Clerk 5-27 407 408 RESOLUTION NO. 2026- _____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING AN OPERATING BUDGET POLICY WHEREAS, the Charter of the City of Palm Desert provides that the City Administrator shall propose budget recommendations for the next fiscal year under the direction of the Mayor and the City Council in the form, in the manner, and at a time as the Council shall prescribe by resolution; and WHEREAS, the City desires to formalize its current budget procedures and policies; and WHEREAS, City's Adopted Budget designates how all revenues shall be allocated among City functions, services, and liabilities, such as public safety, public works, parks, facilities, employee retirement costs, and community services; and WHEREAS, the City desires to establish a formal operating budget policy to meet best practices, support fiscal transparency, and ensure public participation; and WHEREAS, the City Council has been presented with an Operating Budget Policy in the form attached to this Resolution as Exhibit A and by this reference incorporated herein. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT DOES HEREBY RESOLVE, DETERMINE, AND ORDER AS FOLLOWS: Section 1. The foregoing recitals are true and correct and are incorporated herein by this reference. Section 2. The City Council hereby adopts the Operating Budget Policy, attached hereto as Exhibit A. Section 3. The City Manager is authorized to implement, administer, and periodically review and update the Operating Budget Policy, consistent with applicable law and City policy. Section 4. The Operating Budget Policy shall be incorporated into the City’s Administrative Procedures as Policy No. FIN-014. Section 5. This Resolution shall take effect immediately upon adoption. 409 RESOLUTION 2026- ______ Page 2 of 2 ADOPTED ON ________________, 20__. EVAN TRUBEE MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote: AYES: NOES: ABSENT: ABSTAIN: RECUSED: IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ______________, 20__. ANTHONY J. MEJIA CITY CLERK 410 RESOLUTION 2026- ______ Page 2 of 2 EXHIBIT A ADMINISTRATIVE POLICY NO. FIN-014 “OPERATING BUDGET POLICY” 411 412 CITY OF PALM DESERT ADMINISTRATIVE PROCEDURES Subject Operating Budget Policy Policy No. FIN – 015 Date Issued: January 22, 2026 Approved by Resolution No. 2026- ___ Authorizing an Operating Budget Policy Authored by Finance Department OPERATING BUDGET POLICY I. PURPOSE The Government Finance Officers Association (GFOA) recommends that governments adopt a policy that defines a balanced budget, commits to ensuring a balanced budget is maintained in order to provide the best possible services to taxpayers, and provides disclosure when a deviation from a balanced budget occurs. These Budget Policies establish the City of Palm Desert’s guidelines for budgetary decision-making and standards for sound fiscal performance. Adopting and consi stently following these policies supports the City’s current and long -term goals in a fiscally responsible and sustainable manner, consistent with recognized municipal budgeting best practices. Objectives are as follows:  Ensure timely adoption of a balanc ed annual budget.  Promote long-term financial sustainability and structural balance.  Strengthen transparency and public participation.  Ensure effective internal controls and budget compliance.  Improve capital planning and infrastructure lifecycle managemen t through the Ten- Year CIP.  Support service delivery through performance and outcome measures. II. SCOPE 1. Fiscal Year The City of Palm Desert fiscal year is July 1 through June 30. 2. Roles • City Council: Adopts budget and appropriations; establishes budget goals and priorities. • City Manager: Directs budget development and implementation. • Finance Department: Leads forecasting, budget development, monitoring, reporting, and internal controls. 413 • Departments: Submit service level needs, staffing requests, and C IP proposals meeting priorities and goals of City Council. • Public: Provides input through hearings and accessible budget information. 3. Annual Budget Phases 1. Budget Development 2. Budget Review 3. Budget Adoption 4. Budget Monitoring III. OPERATING & CAPITAL BUDGET POLICIES 1. Balanced Budget Requirement The City shall adopt and maintain a balanced annual operating budget and an integrated capital budget. Annual operating expenditures shall not exceed annual operating revenues plus available unrestricted fund balance, subject to reserve policy requirements. Structural Balance: The City shall strive for a structurally balanced budget where ongoing expenditures are supported by ongoing revenues. The City shall not rely on one -time revenues, reserves, or deferrals to sustain ongoing costs, except as permitted under FIN003. a. Administrative Policy No. FIN003 (Reserve Compliance) The City shall maintain reserves consistent with the City’s adopted Reserve Policy FIN003. Use of reserves in budget development or budget execution shall comply with FIN003 requirements, including minimum targets, approved purposes, replenishment requirements, and Council approval thresholds as applicable. Reserves shall be used primarily for emergencies, disaster recovery, economic downturn stabilization, one-time strategic investments, and cash flow or timing needs consistent with FIN003. 2. Public Involvement & Transparency Public participation shall be encouraged through public hearings, outreach and interactive publication of accessible budget materials and summaries on the City’s webpage. The City will strive to provide a user-friendly online budget portal, plain-language summaries, and ADA-compliant formats. 3. Council Role & Budget Priorities City Council shall establish budget prior ities early enough to inform the City Manager’s proposed budget. Council priorities may be adopted by resolution, incorporated into Council goal-setting, or otherwise communicated through the adopted budget calendar. 4. Multi-Year Financial Forecasting The City shall prepare a multi-year financial forecast projecting revenues and expenditures over a five to ten-year period (or longer as available) to guide long-term fiscal planning and serve as the framework for annual budgeting. Forecasts will be implemented using 414 best practices and should include baseline trends and alternative scenarios, and identify risks, long-term obligations, and known cost drivers. 5. Operating Budget Standards The operating budget shall include revenue and expenditure appropriations, staffing levels, department missions and objectives, and performance measures and targets. Departments shall identify service impacts for proposed reductions and expected outcomes for enhancements. 6. Administrative Policy No. FIN -015 (Capital Improvement Program (CIP) Plan and Budget — Ten-Year CIP) The City of Palm Desert shall develop and maintain a Ten -Year Capital Improvement Program (CIP) to plan for the repair, rehabilitation, replacement, and construction of municipal infrastructure and major assets. The Ten-Year CIP shall be informed by asset condition assessments and lifecycle needs; service level priorities; regulatory requirements and risk reduction needs; strategic plans, Council priorities, and community input; funding constraint s; and deliverability/readiness considerations. The annual CIP budget shall be developed in conjunction with the operating budget to ensure the City can afford both the construction of assets and the long -term operating and maintenance impacts associated w ith completed projects. In order to support informed decision making, the following enhancements will be included as part of the CIP Plan:  Require a lifecycle or long-term asset impact statement for capital projects seeking funding (including estimated operating impacts when applicable).  Periodically evaluate stalled or inactive projects and reprogram funding when warranted to maintain deliverability and financial flexibility.  Use an adopted CIP prioritization framework to score and rank projects transpa rently and consistently.  Use the Ten-Year horizon to identify long-term funding gaps and develop strategies (grants, partnerships, phased delivery, cost control). 7. Basis of Budgeting & Fund Inclusion The City shall prepare budgets consistent with applicable accounting standards. The budget document shall present a comprehensive view of the General Fund and other budgeted funds, including the Ten-Year CIP and annual CIP appropriations. 8. Long-Term Infrastructure Affordability The City will evaluate the affordability of the Ten-Year CIP by comparing projected capital needs with projected funding capacity and long-term operating impacts, and will identify funding gap strategies such as grant planning, phased delivery, prioritization adjustments, and O&M planning. 415 IV. BUDGET EXECUTION & CONTROLS 1. Budgetary Control Budgetary control shall be established through the City’s annual appropriation authority. Departments shall not expend beyond authorized appropriations unless revised through approved processes. The City Manager has the authority to move budgets inter and intra to support operating needs of the organization. 2. Financial Reporting & Monitoring Finance shall monitor revenues and expenditures throughout the fiscal year, identify significant variances , and present regular monitoring reports to Council. At minimum, the City should provide a mid-year update to City Council (if necessary) and quarterly monitoring reports to Department Heads . 3. Budget Variance Response Policy (FIN003-Aligned) When a deficit is projected, the City shall identify alternative funding sources, reductions, reallocations, or deferrals; require departments to submit mitigation plans when material overages are forecasted; and use reserves only in accordance with Reserve Policy FIN003, with required documentation and replenishment plans. Deficit Trigger Protocol:  Early Warning Trigger: projected variance > 1% of General Fund.  Action Trigger: projected variance > 2% of General Fund (activate spending controls and Council briefing). 4. Pe rformance Reporting Budgets shall include performance data and targets when feasible. The City should publish an annual performance and outcomes summary alongside the budget. 5. Encumbrances Departments shall encumber funds expected to be spent in the curren t fiscal year and close unnecessary encumbrances prior to year -end. Exceptions may be granted for major contractual obligations in coordination with Finance. V. REVENUE POLICIES 1. General Revenue Policies Forecasts shall be supported by objective data and internal methodologies. General Fund revenues shall not be earmarked unless required by law or accounting standards. 2. One -Time Revenues One-time revenues shall be used for one-time expenditures. Ongoing expenditures shall be funded by ongoing revenues. Surpluses should prioritize debt reduction, infrastructure backlog reduction, technology modernization, or reserve replenishment. 3. User Fees User fees shall follow the City’s adopted user fee policy and be reviewed per iodically. 416 4. Economic Indicators & Forecasting The City shall consider multiple economic indicators and historical trends when developing revenue projections and maintain a revenue risk register for major revenue sensitivities. 5. Legislative & Policy Monitor ing Finance shall monitor State and federal policy changes affecting City revenues and adjust projections as needed. VI. EXPEDENTURE POLICIES 1. General Expenditure Policies The budget process shall weigh competing requests within fiscal constraints. New initiatives outside the annual budget process should be limited to urgent needs , accompanied by a funding plan, and may use reserves only in accordance with Reserve Policy FIN003 (Productivity Savings /Innovation Reserve). 2. Pension & OPEB Obligations The City shall include appropriate funding for long-term obligations consistent with actuarial recommendations and legal requirements and include trends and risks in the multi-year forecast. 3. Budgeted Positions & Vacancy Factor All positions shall be budgeted. Grant-funded positions shall be limited to grant duration. Vacancy factors may be used where appropriate to align budget with expected actuals. 4. Employee Organization MOU’s The City shall budget compensation and benefits consistent with labor agreements and include multi-year labor cost projections and fiscal impact analysis for significant changes. VII. IMPLEMENTATION & COMPLIANCE 1) Finance shall publish annual budget instructions, calendar dates, and templates. 2) Departments shall comply with submission requirements and provide supporting evidence for requests. 3) Deviations from these policies require documentation and approval by the City Manager and/or City Council as applicable. 4) Policies shall be reviewed annually and updated as needed. VIII. ATTACHMENTS (TEMPLATES)  Attachment A — Annual Budget Calendar (Template)  Attachment B — Operating Budget Request Form (Enhancement Template)  Attachment C — Deficit Response Playbook (FIN003-Aligned)  Attachment D — Ten-Year CIP Integration Summary Attachment A — Annual Budget Calendar (Template) Department Submissions Due March 1st 417 City Manager Proposed Budget Released April 25th Public Workshops/Hearings May Council Budget Adoption 2nd Meeting in June Quarterly Monitoring Reports Dependent on Scheduled Department Meetings Mid-Year Update 1st Meeting in February 418 Attachment B — Operating Budget Request Form (Enhancement Template) Request Title: Department: Description: Objective/Outcome: Full Cost (staffing/operating/maintenance): Funding Source: Sustainability Plan: Performance Measures: Service Impacts if Not Funded: At this time, all Requests are Done in Laserfiche and will continue to be electronic as systems change. 419 Attachment C — Deficit Response Playbook Trigger Thresholds: • Early Warning: >1% GF variance • Action: >2% GF variance Mitigation Menu: ☐ Spending controls ☐ Hiring review/freeze ☐ Reduction tiers ☐ Reallocations ☐ Deferrals ☐ Reserve use (FIN003 compliant) with replenishment plan Reporting: Quarterly and as needed to Council; Mid-Year amendments as required. 420 Attachment D — Ten-Year CIP Integration Summary • Ten-Year CIP updated annually with the budget process. • Capital projects include lifec ycle and operating impact statements. • CIP projects prioritized using the adopted scoring framework. • Public transparency includes project maps, summaries, and progress reporting. • Coordination between CIP and operating budget ensures affordability of n ew assets. 421 422 RESOLUTION NO. 2026- _____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING A CAPITAL PLANNING AND PRIORITIZATION POLICY WHEREAS, the Charter of the City of Palm Desert provides that the City Administrator shall propose budget recommendations for the next fiscal year under the direction of the Mayor and the City Council in the form, in the manner, and at a time as the Council shall prescribe by resolution; and WHEREAS, the City desires to formalize its current capital project planning and funding procedures and policies; and WHEREAS, the City's Adopted Budget and Capital Improvement Program plan designates how all revenues shall be allocated among long-term projects, replacement costs, and facilities; and WHEREAS, the City desires to establish a formal capital planning and prioritization policy to meet best practices, support fiscal transparency, and maintain fiscal responsibility; and WHEREAS, the City Council has been presented with a Capital Planning and Prioritization Policy in the form attached to this Resolution as Exhibit A and by this reference incorporated herein. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS: Section 1. The foregoing recitals are true and correct and are incorporated herein by this reference. Section 2. The City Council hereby adopts the Capital Planning and Prioritization Policy, attached hereto as Exhibit A. Section 3. The City Manager is authorized to implement, administer, and periodically review and update the Capital Planning and Prioritization Policy, consistent with applicable law and City policy. Section 4. The Capital Planning and Prioritization Policy shall be incorporated into the City’s Administrative Procedures as Policy No. FIN-015. Section 5. This Resolution shall take effect immediately upon adoption. 423 RESOLUTION 2026- ______ Page 2 of 2 ADOPTED ON ________________, 20__. EVAN TRUBEE MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote: AYES: NOES: ABSENT: ABSTAIN: RECUSED: IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ______________, 20__. ANTHONY J. MEJIA CITY CLERK 424 RESOLUTION 2026- ______ Page 2 of 2 EXHIBIT A ADMINISTRATIVE POLICY NO. FIN-015 “CAPITAL PLANNING AND PRIORITIZATION POLICY” 425 426 CITY OF PALM DESERT ADMINISTRATIVE PROCEDURES Subject Capital Planning and Prioritization Policy Policy No. FIN – 015 Date Issued: January 22, 2026 Approved by Resolution No. 2026- ___ Authorizing a Capital Planning and Prioritization Policy Authored by Finance Department I. PURPOSE A Capital Plan (Capital Improvement Program) is a multi-year financial plan that lists and describes capital projects a local government plans to undertake, indicates how projects will be funded and projects the effect of the plan on key financial variables. The CIP reflects the City’s financial plan for repair, replacement, rehabilitation, and construction of municipal infrastructure and major assets that enhance value, prolong useful life, or adapt assets to new uses. A Capital Project results in the acquisition or increased value of a capital asset (e.g. land, land improvements, infrastructure and equipment, etc.). The Government Finance Officers Association (GFOA) recommends that state and local governments prepare and adopt comprehensive, fiscally sustainable, multi-year capital plans. A multi-year capital plan is intended to identify and prioritize expected capital needs based on strategic priorities and operational needs, establish project scope and cost, detail estimated amounts of funding from various sources, and project future operating and maintenance costs. The Government Finance Officers Association (GFOA) also recommends that state and local governments establish an objective process for prioritizing capital improvement projects, to give decision-makers a basis for choosing the most compelling projects for funding and implementation. II. POLICY STATEMENT The City shall adopt a multi-year Capital Plan spanning at least five years in conjunction with the annual budget and five-year financial planning processes. The Capital Plan should include all of the City’s planned capital projects. To qualify as a capital project, the asset must comply with Administrative Policy No. FIN-008 Capital Asset Management, Section V. The Capital Plan should incorporate the following elements as relevant and appropriate: a. Assessment of the physical condition of existing capital assets; b. Economic development projections, strategic plans, comprehensive plans, facility master plans and regional plans, including changes in federal, state, and county policy and regulations; c. Prioritization of capital needs; and d. Financial strategies and sources of funding: 1) for the acquisition or improvements associated with the project, and 2) for the subsequent annual operation and maintenance costs of the capital asset throughout its life. 427 III. PRIORITIZATION OF CAPITAL NEEDS The City shall adopt an objective process of prioritizing capital improvement projects to ensure consistency with the General Plan, and in conjunction with the annual budget process or otherwise as capital funding becomes available, using the following factors: 1. Risk to Health, Safety and Environment: a. Avoids or minimizes the risk to health, safety and environment associated with the infrastructure based on condition assessment of the asset, or the lack of an asset, that may include the age, size, material, capacity, and history of failure of the infrastructure; and b. Urgency of the project to reduce the potential hazards to the public, property and environment. 2. Regulatory or Mandated Requirements: a. Projects required to meet federal, state, or local laws; regulatory agency requirements; permit conditions; settlement agreements; grant conditions; or adopted codes and standards. b. These projects are prioritized ahead of discretionary projects due to legal, operational, and liability impacts. c. Departments must provide supporting documentation identifying the requirement, compliance deadline (if applicable), and consequences of noncompliance. 3. By legal mandate or consent decree; a. By other regulatory requirements (project specific or programmatic), and b. Must comply with court orders and settlements or avoids plausible legal claims. 4. Asset Condition, Annual Recurring Costs and Asset Longevity: a. Existing conditions and capacity to meet the basic level of service is deficient; b. Avoids potential failure due to substandard conditions; c. Improves the overall reliability of the capital asset and infrastructure system; d. Major implications of delaying the project such as significant future costs, or negative community impacts; e. Extent to which reduces City operations and maintenance expenditures; and f. Increases the longevity of the capital asset or extends the useful life of the asset in the long term. 5. Community Investment and Economic Prosperity: a. Contributes toward economic development and revitalization efforts; b. Reduces or avoids impacts to the community when infrastructure fails; c. Benefits under-served communities including those with low income households, low community engagement and low mobility or access to transportation systems; and d. Located in a census tract that is deemed eligible for Community Development Block Grant (CDBG) funds. 6. Level and Quality of Service: a. Improves existing conditions and capacity to meet the minimum level and quality of services that is deficient; b. Addresses an infrastructure or facility deficit identified in a community plan; and c. Addresses the need to install new facilities or improve existing facilities to provide access to City services 428 7. Sustainability and Conservation: Improves the health of the community and natural environment through sustainable designs with improved regional air quality and reduced greenhouse gas emission that contributes to climate change. 8. Funding Availability: Rank is increased based on assessment of the amount of funding needed to complete the current project phase and the entire project. 9. Project Readiness: a. Ready to enter the phase corresponding to the funding proposed; b. Delivered most expeditiously shall be preferred; and c. Complex environmental issues or known significant legal challenges shall be scored lower than projects without said complications. 10. Multiple Category Benefit and Bundling Opportunities: a. Fulfills the prioritization factors described above across multiple scoring categories; b. Reduces construction costs by potentially bundling with adjacent projects; and c. Provides for partnering or bundling opportunities with other local, state, or federal agencies (e.g. leverages shared resources). Implementation of this Policy is not intended to release or alter the City’s current or future obligations to complete specific capital improvement projects by specified deadlines, as may be imposed by court order, or order of any federal, state or local regulatory agency. IV. REQUIRED INFORMATION FOR PROJECT SUBMITTAL Departments will submit new projects with at least:  Problem statement and scope  Location and affected assets  Condition/service data or best proxy  Risk/safety impacts and ADA implications  Climate resilience and sustainability impacts  Cost estimate including all of the following: 1) Planning and Pre Development 2) Design and Engineering 3) Land, ROW & Site Acquisition 4) Permits, Regulatory and Compliance 5) Construction 6) Construction and/or Project Management 7) Testing, Inspecting & Quality Assurance 8) Furnishing, Fixtures, Equipment 9) Utitilies, Connections & Service Upgrades 10) Contingency and allowances 11) Financing and Debt Issuance Costs (if any) 12) Operations, Start Up & Closeout 13) Maintenance, Lifecycle and Replacement Reserves  Funding sources identified + leverage potential (revenue generation)  Bundling/Multi-Asset Benefit  Phase readiness and delivery constraints V. DEFINITIONS 429 Capital Asset: Non-financial assets that are used in operations and have an initial useful life in excess of one year. Capitalization Threshold: The minimum cost which an asset must exceed in order to be capitalized. CIP (Capital Improvement Project): Any expenditure for the purchase, construction, replacement, addition or major repair of public facilities and major equipment. City: The City of Palm Desert, the City of Palm Desert Housing Authority, the Palm Desert Public Library, the Successor Agency to the Palm Desert Redevelopment Agency, any community facilities district, any community services district or any other agency affiliated with the City of Palm Desert. City Council: Shall mean the City Council, Housing Authority Board, Library Board, or Successor Agency to the Palm Desert Redevelopment Agency Board, or board of any community services district or community facilities district, as appropriate. City Manager: Shall mean the City Manager, Housing Authority Executive Director, Library Executive Director, or Successor Agency to the Palm Desert Redevelopment Agency Executive Director, or head of any community services district or community facilities district, as appropriate, or his or her designee. Real Property: Land and land improvements, buildings and building improvements, infrastructure, improvements other than buildings, intangible assets - permanent and temporary easements, works of art / historical treasures, and construction in progress. Useful Life: The amount of time that an asset is expected to provide benefit. 430 RESOLUTION NO. 2026- _____ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING A LONG TERM FINANCIAL PLANNING POLICY WHEREAS, the Charter of the City of Palm Desert provides that the City Administrator shall propose budget recommendations for the next fiscal year under the direction of the Mayor and the City Council in the form, in the manner, and at a time as the Council shall prescribe by resolution; and WHEREAS, the City desires to formalize its current long term planning procedures and policies; and WHEREAS, the City's Adopted Budget and Capital Improvement Program plan designates how all revenues shall be allocated among operations and long-term projects, replacement costs, and facilities; and WHEREAS, the City desires to establish a formal long term planning policy to meet best practices, support fiscal transparency, and maintain fiscal responsibility; and WHEREAS the City Council has been presented with a draft Long Term Financial Planning Policy in the form attached to this Resolution as Exhibit “A” and by this reference incorporated herein. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT DOES HEREBY RESOLVE, DETERMINE, AND ORDER AS FOLLOW S: Section 1. The foregoing recitals are true and correct and are incorporated herein by this reference. Section 2. The City Council hereby adopts the Long Term Financial Planning Policy, attached hereto as Exhibit A. Section 3. The City Manager is authorized to implement, administer, and periodically review and update the Long Term Financial Planning Policy, consistent with applicable law and City policy. Section 4. The Long Term Financial Planning Policy shall be incorporated into the City’s Administrative Procedures as Policy No. FIN-016. Section 5. This Resolution shall take effect immediately upon adoption. 431 RESOLUTION 2026- ______ Page 2 of 2 ADOPTED ON ________________, 20__. EVAN TRUBEE MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote: AYES: NOES: ABSENT: ABSTAIN: RECUSED: IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ______________, 20__. ANTHONY J. MEJIA CITY CLERK 432 RESOLUTION 2026- ______ Page 2 of 2 EXHIBIT A ADMINISTRATIVE POLICY NO. FIN-016 “LONG TERM FINANCIAL PLANNING POLICY” 433 434 CITY OF PALM DESERT ADMINISTRATIVE PROCEDURES Subject Long Term Financial Planning Policy Policy No. FIN – 016 Date Issued: January 22, 2026 Approved by Resolution No. 2026- ___ Authorizing a Long Term Financial Planning Policy Authored by Finance Department I. PURPOSE The Government Finance Officers Association (GFOA) recommends that governments adopt a long-term financial plan of at least five years into the future. A long -term financial planning policy is intended to assist City leaders (elected officials and City management) in making prudent and informed financial decisions regarding economic development, tax policy and labor negotiations. Credit rating agencies encourage long-term financial planning and generally favor government entities with such plans when assigning bond ratings. II. POLICY: The City shall adopt a long-term financial plan spanning at least five years for all major City funds (e.g., General, Fire, Housing Authority, Desert Willow, etc.) in conjunction with the proposed annual budget. The long-term financial plan should incorporate the following elements as relevant and appropriate:  An analysis of economic and demographic data at the national, state and local level;  Past revenue and expenditure trends;  Forecast assumptions;  Forecasts of major revenues and expenditures based on known data, documented assumptions, and input from subject matter experts, and various internal and external stakeholders; and  Compliance with existing City fiscal policies. 435 436 Reserve Policy Updates and Supporting Budget Policy Adoptions Veronica Chavez, Director of Finance January 22, 2026 437 12.11.25 Study Session General Fund Reserve Recap Ten-Year General Fund projections reflect relatively balanced operating revenues and expenditures based on current estimates. Challenges remain in meeting current reserve policy requirements. Staff continues to assess and refine optimal reserve targets to mitigate financial risks. Staff presented proposed reserve policy updates to better align reserve levels with best practices, historical cost trends, community investment priorities, and the City’s risk tolerance. Council expressed support of many of the proposed recommendations and requested additional clarification on select items. Staff is returning with the proposed policy updates, the additional information requested by Council, and three additional budget policies to ensure alignment with reserve capacity and City Council goals. 438 •Reduce Operating Reserve: 25% → 10% of revenue •Reduce Emergency Reserve: 20% → 15% of revenue •Set minimum reserve floor: 35% of annual revenue •$5M/yr Economic & Community Investment Reserve (ROI required for use) •Create Productivity Savings / Innovation Reserve (Reinvest savings/advance future projects) Key Updates Directed by Council •City of RM Reserve percentage (as compared to other cities) •Facility Maintenance Reserve/Long-term capital planning methods •Support for static liability reserve (policy updated to coincide with CJPIA changes). Clarifications Requested by Council Reserve Policy Updates (FIN-003A) 439 10-Year General Fund Projections – What the Changes Do Fund balance and reserve compliance outcomes under different 10-Yr scenarios Reserve Compliance Summary •% of reserve changes: recommended policy changes shift allocation—not total fund balance—while enabling investment flexibility •35% minimum reserve met: only in Schedules 3–6 •Required reserve met: achieved only with financing component (Schedule 6) *The challenges anticipated in the 10-Year Projections impact our reserve requirements (our savings account or our “Risk Awareness Policy”). Schedule 1 Schedule 2 Schedule 3 Schedule 4 Schedule 5 Schedule 6 As Is Revised 10-Year CIP Adds HA Removes Pk Adds Bonds Fund Balance at FYE 2035 $8,558,774 $8,558,774 $29,685,346 $29,685,346 $36,553,753 $96,989,110 % Reserve Funded at Yr 10 10% 12% 41% 39% 48% 127% 35% Minimum Res Met No No Yes Yes Yes Yes Required Res Met No No No No No Yes 440 Policy: Operating Budget Policy (FIN-014) Purpose: keep the budget structurally balanced and aligned with priorities Policy Goals •Adopt and maintain a balanced operating budget •Prioritize core services first (public safety, maintenance, key operations) •Use ongoing revenues to fund ongoing programs •Limit reliance on one-time money for recurring costs Why it’s Necessary •Annual budget approval is the primary financial control tool •Department requests must fit available ongoing revenues •When gaps arise, apply corrective actions early (cost controls, deferrals, re-prioritization) •Coordinate with reserve thresholds and long-term forecast before expanding services 441 Policy: Capital Planning & Prioritization (FIN-015) Purpose: prioritize and fund capital projects consistently and transparently Policy Goals •Plan capital needs over a 10-year horizon •Prioritize projects using clear criteria •Match projects to the best funding source (restricted first where eligible) •Maintain assets to protect service quality and reduce long-term costs Funding & Controls •Use facility maintenance reserves for predictable replacements •Use CIP for larger renovations and new assets •Maintain CIP contingency reserve = 20% of the CIP program •Consider debt only for major long-lived assets when appropriate 442 Policy: Long-Term Financial Planning (FIN-016) Purpose: anticipate trends, risks, and obligations before they become budget problems Policy Goals •Maintain a 10-year forecast to inform decisions •Identify and manage structural gaps early •Plan for major obligations (pension/OPEB, capital, service levels) •Support long-range policy decisions and Council priorities What Success Looks Like •Reserve minimums and policy targets are achievable •Capital program is realistic and financially sustainable •Community investment is intentional and measurable •Budget decisions reflect long-term affordability (not just one-year balance) 443 Staff Recommendation: Adopt Updated Reserve Policy (FIN-003A) Adopt Operating Budget Policy (FIN-014) Adopt Capital Planning and Prioritization Policy (FIN-015) Adopt Long-Term Planning Policy (FIN-016) 444 Conclusion –Questions 445 446 Page 1 of 5 CITY OF PALM DESERT STAFF REPORT MEETING DATE: January 22, 2026 PREPARED BY: Lorena Ritchey, Management Analyst SUBJECT: APPROVE OUTSIDE AGENCY FUNDING COMMITTEE RECOMMENDATIONS FOR THE PROGRAM YEAR 2026-27 COMMUNITY DEVELOPMENT BLOCK GRANT ANNUAL ACTION PLAN AND REALLOCATE COMMUNITY DEVELOPMENT BLOCK GRANT FUNDS FOR PROGRAM YEARS 2023 AND 2024 RECOMMENDATION: 1. Conduct a public hearing and accept public comment to consider Substantial Amendments to the PY 2023 and PY 2024 CDBG Annual Action Plans. 2. Adopt a Substantial Amendment to PY 2023 to reallocate $50,000 in unused CDBG funds to PY 2026 for Desert ARC public infrastructure improvements. 3. Adopt a Substantial Amendment to PY 2024 to reallocate $80,000 in unused CDBG funds to PY 2026 for Desert ARC public infrastructure improvements. 4. Conduct a public hearing and accept public comment related to the Community Development Block Grant ("CDBG") Program Year (PY) 2026-27. 5. Approve Outside Agency Funding Committee ("Committee") recommendations for PY 2026 - 27 CDBG award of subrecipients, programs and/or projects, and funding amounts as proposed. 6. Approve the use of the PY 2026-27 CDBG funding allocation awarded to the City of Palm Desert ("City") by the U.S. Department of Housing and Urban Development ("HUD") for the proposed funding of subrecipients' programs and/or projects recommended by the Committee. 7. Approve the City's PY 2026-27 CDBG Annual Action Plan ("Annual Plan") and authorize staff to submit to the County of Riverside Housing and Workforce Solutions (HWS). 8. Authorize the City Manager to execute any documents necessary to implement the actions taken herewith. BACKGROUND/ANALYSIS: The City of Palm Desert receives annual CDBG funds from HUD to support eligible public services and capital improvement projects benefiting low- and moderate-income residents. As part of routine program oversight, the City reviews prior-year CDBG projects to ensure compliance with HUD requirements, including timely expenditure of funds. This review identified unspent funds from prior program years resulting from cost savings, scope changes, or alternative funding sources. To remain compliant with HUD timeliness requirements and ensure effective use of CDBG resources, these funds must be reallocated. The following section describes the City’s Substantial Amendment Reallocation Strategy for addressing these prior-year balances. 447 City of Palm Desert Approve PY 2026-27 CDBG Recommendations and Reallocate Funds for PYs 2023 and 2024 Page 2 of 5 Substantial Amendment Reallocation Strategy Over time, some CDBG-funded projects may not fully expend awarded funds due to cost savings, scope changes, or the availability of alternative funding sources. To remain compliant with HUD timeliness requirements, unspent funds must be reallocated. The City has identified $130,000 in unspent CDBG funds from prior program years including Program Year 2023-2024 (PY 2023) and Program Year 2024-2025 (PY 2024). In consultation with the City's CDBG consultant and County HWS, staff developed a reallocation plan for City Council consideration. Pursuant to the City's Citizen Participation Plan, a Substantial Amendment is required when reallocating $25,000 or more, or when adding or removing a project. Reallocation Details by Program Year Program Year (PY) Amendment Type Original Project Original Allocation Reallocated Amount Receiving PY Receiving Project 2023 Substantial Amendment The Joslyn Center – ADA Bathroom Improvements $50,000 $50,000 2026 Desert ARC – Public Facilities and Improvements (HVAC Replacement) 2024 Substantial Amendment The Joslyn Center – ADA Bathroom Improvements $75,000 $75,000 2026 Desert ARC – Public Facilities and Improvements (HVAC Replacement) 2024 Substantial Amendment Desert Recreation Scholarship Program $5,000 $5,000 2026 Desert ARC – Public Facilities and Improvements (HVAC Replacement) Total — — — $130,000 — — Community Impact By reallocating $130,000 in unspent CDBG funds from prior program years to PY 2026 for Desert ARC, the City will direct additional resources toward public facilities and improvements meeting the criteria of HUD national objectives. Project Year 2026-27 - Outside Agency Committee Recommendations The Outside Agency Committee, comprised of the Mayor, Mayor Pro Tem, City Manager, Finance Director, and Deputy Director of Economic Development, reviewed the PY 2026–27 CDBG applications and funding priorities. Each application was evaluated for consistency with HUD national objectives and the intended purpose of CDBG funds; when an application did not meet eligibility requirements, the reason was documented in the CDBG Funding Recommendations Budget Summary. The Committee recommends approval of the PY 2026 – 27 CDBG budget in accordance with HUD requirements and the City’s anticipated allocation. 448 City of Palm Desert Approve PY 2026-27 CDBG Recommendations and Reallocate Funds for PYs 2023 and 2024 Page 3 of 5 The City anticipates receiving $365,400 in CDBG funds for FY 2026–27, which will be included in the Proposed Annual Budget. Federal regulations limit public services to 15% ($54,810) and program administration to 20% ($73,080) of the award; there are no funding caps for public facilities and improvements. To achieve significant cost savings in program management, the City Council approved the Joint Recipient Cooperative Agreement with the County HWS on June 8, 2023. This agreement designates the City as a Metro City participant and transfers responsibility for the general administration of grant funds and the submission of all required reports to HUD from County HWS. County HWS requires PY 2026-27 CDBG applications to be submitted to the County Board of Supervisors for approval in January 2026. To meet the County's HWS December 18, 2025, submittal deadline, the City opened its local application period on October 15, 2025, with a published deadline of November 15, 2025. Because the deadline fell on a Saturday, applications were accepted through the next business day, November 17, 2025. County HWS has acknowledged and agreed with the City Council’s January 2026 approval timeline. Notice of Funding Availability was posted on the City’s CDBG webpage, published in The Desert Sun, and distributed directly to prior recipients and interested organizations via email and phone outreach. The City received six (6) applications. The County conducted the initial eligibility review, determining that three applications did not meet national objective requirements. The remaining three (3) applications were evaluated by the Committee, and funding recommendations were developed based on their eligibility. Applications that did not meet the national objective criteria are listed individually in the table with a $0 funding recommendation. Of the three applications recommended for funding, two applicants, Joslyn Center and Desert ARC, are located within the City of Palm Desert and have received CDBG funding in prior years. Operation SafeHouse, Inc., located in Thousand Palms operates the Harrison House Transitional Living Program, which serves 10 unduplicated homeless youth ages 18–24, and have also received CDBG funding in prior years. The Harrison House program provides an 18- month transitional living environment with shelter, case management, counseling, education, and job-training assistance, with a goal of placing participants into living -wage employment and permanent housing. The program is not duplicative of CityNet or CVAG, which focus on outreach and short-term homelessness response, as Operation SafeHouse provides long-term, residential transitional housing with on-site supportive services. The Committee’s funding recommendations are presented in the table on the following page and will be incorporated into the Annual Action Plan submitted to the County HWS, if approved. 449 City of Palm Desert Approve PY 2026-27 CDBG Recommendations and Reallocate Funds for PYs 2023 and 2024 Page 4 of 5 Program Year 2026-27 Community Development Block Grant Funding Recommendations $365,400 Applicant Activity Description PY 26-27 Request PY 26-27 Recommendatio n PY 25-26 Approved* Public Services (15%) 1 Jewish Family of the Desert Emerg Financial Assistance $10,000 $0 $0 2 Jewish Family of San Diego Street Outreach $15,000 $0 $0 3 Operation Safe House Inc Youth Homeless Transitional Living $18,000 $18,000 $16,750 4 Food in Need of Distribution FIND Mobile Market - PDHS $20,000 $0 $0 TOTAL $63,000 $18,000 $16,750 Public Facilities and Improvements (No Cap) 5 The Joslyn Center Replace (7) A/C Units $100,000 $100,000 $100,000 6 Desert ARC Replace (7) HVAC Units $471,212 $174,320 $0 TOTAL $571,212 $274,320 $100,000 Program Administration (20% Cap) 7 County Administrator County's shared cost 13% $47,502 $47,502 $0 8 City Administrator City's shared cost 7% $25,578 $25,578 $73,000 TOTAL $73,080 $73,080 $73,000 GRAND TOTAL $707,292 $365,400 $189,750 For PY 2025–26, City Council approved additional program funding totaling $175,250 for Desert Recreation District, Fair Housing, and the Palm Desert Housing Authority, which, when combined with $18,750, results in a total approved CDBG allocation of $365,000. It should be noted that the recommended allocation to Desert ARC is not inclusive of the $130,000 recommended reallocation. When combined, this funding approach results in a total project allocation of $304,320, supporting timely project completion and the effective use of prior - year funds. Public Review: PY 2026-2027 Recommendation of CDBG Funds: As a condition for receiving CDBG funds, grant recipients must be consistent with the County HWS Consolidated Plan, and the City must conduct a public hearing to allow input from the public. City staff published a 30 -Day Notice of Public Hearing in the Desert Sun on December 21, 2025, and a 10-Day Notice of Public Hearing on January 22, 2026, in English and Spanish. Substantial Amendment: The 30-day public comment period for the Substantial Amendment posted from December 18, 2025, through January 18, 2026. Notice of the public hearing was published in The Desert Sun on December 18, 2025. The draft Substantial Amendment was posted on the City's website for public review throughout the entire comment period. Legal Review: 450 City of Palm Desert Approve PY 2026-27 CDBG Recommendations and Reallocate Funds for PYs 2023 and 2024 Page 5 of 5 This report has been reviewed by the City Attorney’s Office. FINANCIAL IMPACT: The City anticipates receiving approximately $365,400 in CDBG funds for FY 2026 -27, which will be budgeted in CDBG Fund 2204800-4388000. Up to 20% of the award may be allocated to administrative costs to manage the CDBG Program which will be split between the County and City (13%/7% respectively). Remaining funds will be allocated to the various program awardees. The administrative amount allocated to the City will reimburse the General Fund for associated staff costs. In total, the City currently has $1,077,361 in multi-year CDBG allocations awarded across all active projects. All eligible CDBG project costs are 100% reimbursable by HUD. ATTACHMENTS: 1. CDBG Funding Recommendations Budget Summary 2. Palm Desert Program Year 2023 Annual Action Plan Substantial Amendment 3 3. Palm Desert Program Year 2024 Annual Action Plan Substantial Amendment 2 4. CDBG Presentation will be provided prior to the meeting 451 452 Page 1 Community Development Block Grant Funding Recommendations Budget 453 Page 2 Program Year 2026-27 Community Development Block Grant Funding Recommendations $365,400 Applicant Activity Description Funding Request OAC Recommendation Public Services (15%) 1 Jewish Family of the Desert Emergency Financial Assistance $10,000 $0 2 Jewish Family Service of San Diego Street Outreach $15,000 $0 3 Operation Safe House Inc Youth Homeless Transitional Living Program $18,000 $18,000 4 Food in Need of Distribution FIND Mobile Market - Palm Desert High School $20,000 $0 TOTAL $63,000 $18,000 Public Facilities and Improvements (No Cap) 5 The Joslyn Center Replace (7) Air Condition Units $100,000 $100,000 6 Desert ARC Replace (7) HVAC Units $471,212 $174,320 TOTAL $571,212 $274,320 Program Administration (20% Cap) 7 County Grant Administrator County's shared cost 13% $ 47,502 $47,502 City Grant Administrator City's shared cost 7% $ 25,578 $25,578 TOTAL $ 73,080 $73,080 GRAND TOTAL $ 707,292 $365,400 454 Page 3 Summary of Grant Applications Below you will find a summary of each grant application for Fiscal Year 2026-27. County and City CDBG Allocation: $365,400 1. Jewish Family Service of the Desert (Public Services)  Requested Amount: $10,000  Funding Recommendation: $0  Project Name: Case Management Emergency Financial Assistance for Palm Desert residents  Program Description: Jewish Family Service of the Desert (JFS) – Case Management Program. JFS provides free, year-round bilingual (English/Spanish) case management to residents throughout the Coachella Valley. The program delivers individualized client advocacy and emergency financial assistance to low- and moderate- income households, helping residents cover past-due rent, utilities, food, and medication. JFS anticipates increasing the number of Palm Desert individuals and families receiving emergency financial assistance by approximately 35 . Denied: Per the County Grant Administrator, the proposal lacks a clear and focused service delivery plan, includes multiple unfocused purposes, and does not adequately document that at least 51% of beneficiaries are low- to moderate-income Palm Desert residents. Additionally, the requested funding level—$10,000 for 35 clients (approximately $286 per client)—raises concerns about the feasibility of delivering meaningful services at the proposed per-client amount. 2. Jewish Family Service of San Diego (Public Services)  Requested Amount: $15,000  Funding Recommendation: $0  Project Name: Basic Necessities for Individuals Facing Homelessness- Street Outreach  Program Description: Jewish Family Service of the Desert (JFS) – Homeless Support & Street Outreach operates two HUD-funded Permanent Supportive Housing programs that provide safe and affordable housing for up to 207 chronically homeless individuals and families in Riverside County. In alignment with the regional “No Wrong Door” policy, JFS conducts daily outreach to people experiencing homelessness, offering immediate basic needs—food, water, hygiene kits, clean clothing, and backpacks with essential supplies —along with assessments, information, and referrals to appropriate service providers. CDBG funds will support food, hygiene items, and outreach supplies for individuals engaged through street outreach in Palm Desert and Desert Hot Springs. 455 Page 4 Denied: Per the County Grant Administrator, does not meet the CDBG national objective. These services and activities fall under the Emergency Solutions Grant (ESG) program, which specifically funds homeless operations. 3. Operation Safehouse (Public Services)  Requested Amount: $18,000  Funding Recommendation: $18,000  Project Name: Harrison House Transitional Living Program  Program Description: o The agency serves runaway youth, homeless and at-risk youth in the Coachella Valley. The agency requests funds for staffing to continue the operation of the Harrison House (transitional living home), which supports homeless young adults ages 18 to 24 who seek to become independent and self-sufficient adults. The agency proposes to serve 10 young people. 4. Food in Need of Distribution, Inc. dba: FIND Regional Food Bank (Public Services)  Requested Amount: $20,000  Funding Recommendation: $ 0  Project Name: FIND Mobile Market – Palm Desert High School  Project Description: FIND Food Bank operates the Community Mobile Market at Palm Desert High School, providing fresh, nutritious food directly to low- and moderate-income Palm Desert residents. The market distributes fruits and vegetables, proteins, pantry staples, and culturally appropriate items, staffed by trained personnel and volunteers who assist with distribution, safety, and referrals to additional services. Funds will support essential operational needs—including transportation, staffing, and supplies—ensuring the Mobile Market continues to offer reliable, accessible, and high-quality food assistance to the community. Denied: Per the County Grant Administrator, this does not meet HUD Public Service requirements because HUD requires unduplicated client counts for activities that qualify under the Limited Clientele national objective. Total participant counts alone are not sufficient for CDBG compliance. 5. The Joslyn Center (Public Facilities and Improvements)  Requested Amount: $ 100,000  Funding Recommendation: $ 100,000  Project Name: Joslyn Center Air Conditioning Replacement  Project Description: The Joslyn Center seeks funding to replace seven (7) aging HVAC units specifically four (4) 5-ton air conditioning compressors and associated heating units serving the Wellness Center, and three (3) units serving the Arthur Newman Theater. All systems were installed in 2007 and operate with obsolete R-22 refrigerant, making repairs costly and unreliable. These units have 456 Page 5 exceeded their useful life and are among the oldest at the facility. Replacement is essential to maintain safe, reliable cooling, especially during the summer months when the Center functions as a community “cooling center.” New units will also improve energy efficiency and reduce operating costs. Up to 20% of project funds will support required design and project management to ensure full CDBG compliance. 6. Desert ARC (Public Facilities and Improvements)  Requested Amount: $471,212  Funding Recommendation: $174,320  Project Name: Desert ARC Replacement HVAC Units – Building 1  Program Description: Desert ARC provides essential day programs, job training, and supportive services to adults with intellectual and developmental disabilities in a safe and inclusive environment. To maintain reliable climate control, Desert ARC seeks funding to replace seven (7) aging HVAC units serving in Building 1 of its Palm Desert campus where clients spend the majority of their day. These units have exceeded their useful life, experience frequent failures, and no longer operate efficiently, creating health and safety concerns, especially during extreme summer heat. Replacing the systems will ensure consistent indoor comfort, improve energy efficiency, reduce maintenance costs, and support the well- being of the hundreds of clients who rely on Desert ARC’s programs each day. The new HVAC systems will also provide an estimated 15-year service life for Building 1, ensuring long-term reliability and stability for program operations. 7. City of Palm Desert (Administration)  Requested Amount: $73,080  Funding Recommendation: $73,080  Project Description: Estimated allocation shared with the County. JointMetro Cooperating Contract Formula: 13% County and 7% City County receives $365,400 × 0.13 = $47,502 City receives $365,400 × 0.07 = $25,578 457 458 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 1 OMB Control No: 2506-0117 (exp. 09/30/2021) SA3: Cancelling SA2 Project and reallocating those funds ($50k) for a total of $130k in combined funds to Desert Arc PY 26 HVAC Project.- December 202530k SA2: Substantial Amendment to request to reallocate remaining unused Admin funds ($50k) to Joslyn Center ADA restroom project for a total of $180k in Public Facility Funding as part of SA2- April 2025 Previous SA: Request to add $50k to Joslyn Center ADA project for a total of $130k as part of SA1- Approved November 2024 Expected Resources AP-15 Expected Resources – 91.220(c)(1,2) Introduction Anticipated Resources of Funds Amount Available Remainder of ConPlan Allocation: $ Income: $ Resources: $ $ CDBG public - federal Admin and Planning Economic Development Housing Public Improvements Public Services 393,904.00 0.00 0.00 393,904.00 1,575,616.00 As part of SA3- $50k in remaining funds allocated to Desert Arc HVAC project. As part of SA2- $50k in remaining funds allocated to Joslyn Center for ADA restroom project. Project cancelled. 459 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 2 OMB Control No: 2506-0117 (exp. 09/30/2021) Program Source of Funds Amount Available Remainder of ConPlan Allocation: $ Income: $ Resources: $ $ HOME public - federal Homebuyer assistance Homeowner rehab Multifamily rental new construction Multifamily rental rehab New construction for ownership TBRA 0.00 0.00 0.00 0.00 0.00 Table 1 - Expected Resources – Priority Table Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied In addition, the County of Riverside Adult Services/Homeless Unit and CoC Collaborative Applicant has funding allocated for (1) Emergency Shelter, (2) Prevention, (3) Rapid Rehousing, (4) Outreach, (5) HMIS/data collection, and (6) ESG Administration. The City continues to provide its allocation of ProRata Share funding to the County for distribution through the CoC; however, the County has indicated that it is unable to provide the City with the dollar amount of its share, but does recognize that the City is participating. Palm Desert Housing Authority Revenue (Program) Income: (Formerly referred to as Redevelopment Housing SetAside Funds): Formerly, SetAside Funds were used for housing activities such as acquisition, rehabilitation, new construction, rental assistance, and the Homebuyers own Payment Assistance Program. The Palm Desert Housing Authority is the housing successor entity established to preserve existing housing units and affordability of its current portfolio; however, funding is limited to revenues derived from the properties and 460 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 3 OMB Control No: 2506-0117 (exp. 09/30/2021) programs (rents, sales, payoffs, etc.). 461 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 4 OMB Control No: 2506-0117 (exp. 09/30/2021) If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan NOT APPLICABLE Discussion The City will continue to allocate CDBG funding and other sources of funding when and where available to meet the needs of qualifying individuals as designated by HUD. Programs and projects will be targeted that address goals and objectives identified within the Annual Action Plan and Consolidated Plan. In addition, the funds will be targeted so as to provide the maximize benefit to those in need. 462 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 5 OMB Control No: 2506-0117 (exp. 09/30/2021) Annual Goals and Objectives AP-20 Annual Goals and Objectives Goals Summary Information Support Essential Senior Services Special Needs Housing (Increase) Increase Senior Services and Programming Senior Transportation (Enhance Options) $150,000.00 than Low/Moderate Income Housing Benefit: 3000 Persons Assisted 2 Community Facilities Improvement Community Development Transportation (Enhance Options) $1,256,124.00 Activities for Low/Moderate Income Housing Benefit: 50000 Households Assisted 3 Enhance Affordable Housing Housing Housing (Increase) Increase Affordable Housing Reduce vacancies in the City Rental Assistance $100,000.00 Low/Moderate Income Housing Benefit: 5 Households Assisted 463 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 6 OMB Control No: 2506-0117 (exp. 09/30/2021) Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 4 Support Fair Housing Initiatives in the City Rental Assistance $21,500.00 than Low/Moderate Income Housing Benefit: 500 Persons Assisted 5 Community and Homeless Services Services and Programming $42,500.00 Shelter: 300 Persons Assisted Homelessness Prevention: 2000 Persons Assisted Table 2 – Goals Summary Goal Descriptions 1 Goal Name Support Essential Senior Services Goal Description 2 Goal Name Support Public and Community Facilities Improvement Goal Description 3 Goal Name Preserve and Enhance Affordable Housing Goal Description 4 Goal Name Support Fair Housing Initiatives Goal Description 5 Goal Name Fund Vital Community and Homeless Services Goal Description 464 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 7 OMB Control No: 2506-0117 (exp. 09/30/2021) Projects AP-35 Projects – 91.220(d) Introduction The Annual Action Plan identifies funding the following activities: Public Services ($59,000) Public Facilities and Improvements ($306,124 amount increased as part of SA1; SA2) Program Administration ($38,780 amount decreased and funds rolled to Public Facilities and Improvements as part of SA2) Projects 1 Public Service 2 Public Facilities and Improvements 3 Program Administration Table 3 - Project Information Describe the reasons for allocation priorities and any obstacles to addressing underserved needs The City identifies its highest priority needs during its citizen participation process every year and the Consolidated Plan process every five years. Activities are funded annually taking into consideration these highest priority needs. The primary obstacle to address underserved needs in the community is the lack of resources to provide a greater level of assistance. 465 City of Palm Desert PY 2023 Draft Annual Action Plan w. Substantial Amendment 3 8 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-38 Project Summary Project Summary Information 466 OMB Control No: 2506-0117 (exp. 09/30/2021) 1 Project Name Public Service Target Area Citywide Goals Supported Support Fair Housing Initiatives Fund Vital Community and Homeless Services Needs Addressed Reduce vacancies in the City Funding CDBG: $59,000.00 Description Desert Aids Project ($10,000), Elder Love USA, Inc. ($19,000), Fair Housing Council of Riverside County ($21,500), and Operation SafeHouse ($8,500).Eligible Activity (Matrix Code): 05A; 05D; 05E; 05J. CDBG National Objective: LMC Target Date 6/30/2024 Estimate the number and type of families that will benefit from the proposed activities Desert Aids Project: 130 Elder Love USA, Inc: 25 Fair Housing Council of Riverside County: 500 Operation SafeHouse: 10 Location Description Desert Aids Project: 1695 N. Sunrise Way Palm Springs, CA 92262 Elder Love USA, Inc.: 41550 Ecclectic Street, Palm Desert, CA 92260 Fair Housing Council of Riverside County: 3933 Mission Inn Avenue, Ste. 100, Riverside, CA 92501 Operation SafeHouse: 9685 Hayes Street, Riverside, CA 92503 Planned Activities Desert Aids Project: the program transforms the lives of low-income, under-employed HIV-positive clients. Elder Love USA, Inc.: The agency will provide homeowner health and safety repairs to elderly owners and/or disabled and 65 years of age or older to their homes Fair Housing Council of Riverside County: Mandated fair housing services Operation SafeHouse: Case management services for homeless youth at a transitional living facility 2 Project Name Public Facilities and Improvements Target Area Citywide Goals Supported Support Public and Community Facilities Improvement Preserve and Enhance Affordable Housing 467 OMB Control No: 2506-0117 (exp. 09/30/2021) Needs Addressed Increase Affordable Housing Funding CDBG: $256,124.00 Description Funding public facilities and improvements at the City of Palm Desert Cahuilla Hills Park ADA Compliance Project ($146,124), Desert ARC ADA Restroom ($30,000), and The Joslyn Center ADA Restroom ((added $50k for a total of $130k as part of SA1)) ((added additional $50k for a total of $180k as part of SA2)) project cancelled. SA3 includes adding $50k to PY26 Desert Arc HVAC Project. Eligible Activity (Matrix Code): 03F; 03G; 03A. CDBG National Objective: LMC Target Date 6/30/2024 Estimate the number and type of families that will benefit from the proposed activities Cahuilla Hills Park ADA Compliance: 1 facility improvement Desert ARC: 1 facility improvement The Joslyn Center: 1 facility improvement Location Description City of Palm Desert Cahuilla Hills Park: 45-825 Edgehill Drive, Palm Desert, CA 92260 Desert ARC: 73-255 Country Club Dr, Palm Desert, CA 92260 The Joslyn Center: 73-750 Catalina Way, Palm Desert, CA 92260 Planned Activities City of Palm Desert Cahuilla Hills Park ($146,124) – ADA restroom upgrades, ADA-compliant parking space and trailhead grading/paving to provide ADA access Desert ARC ($30,000) – ADA restroom upgrade & SA3 includes HVAC Upgrades in PY26 ($50,000) The Joslyn Center ($130,000) – ADA restroom upgrade (added $50k for a total of $130k as part of SA1) ((added $50k for a total of $180k as part of SA2)) 3 Project Name Program Administration Target Area Citywide Goals Supported Support Public and Community Facilities Improvement Preserve and Enhance Affordable Housing Needs Addressed Increase Affordable Housing Funding CDBG: $78,780.00 reduced to $28,780 and remaining funds transferred to Public Facilities Improvements, The Joslyn Center as part of SA2 468 OMB Control No: 2506-0117 (exp. 09/30/2021) Description Program Administration ($78,780) Eligible Activity (Matrix Code): 21A. CDBG National Objective: Planning and Administration: CDBG Citation: 570.206(a) Target Date 6/30/2024 Estimate the number and type of families that will benefit from the proposed activities Program Administration: N/A Location Description Program Administration: 73510 Fred Waring Drive, Palm Desert, CA 92260 Planned Activities 469 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-50 Geographic Distribution – 91.220(f) Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed The City of Palm Desert is located in Riverside County; particularly, the Coachella Valley. Historically, the City has not had any low- and moderate-income census tracts; however, the City now has two eligible census tracts as of recently (ACS data). CDBG funds will be used for low- and moderate-income clientele (or presumed benefit). Geographic Distribution Citywide 100 Table 4 - Geographic Distribution Rationale for the priorities for allocating investments geographically The City has not historically funded CDBG activities based upon geographic areas since there have not been eligible low and moderate-income census tracts; however, HUD recently revised the census criteria used to determine eligibility. As a result, the City now has two CDBG-eligible census tracts. City staff is currently exploring the possibility of a Section 108 Loan for City Council’s consideration in subsequent program years. Discussion NOT APPLICABLE 470 OMB Control No: 2506-0117 (exp. 09/30/2021) Affordable Housing AP-55 Affordable Housing – 91.220(g) Introduction The City will not undertake any projects to address affordable housing in the 2023 Program Year. Homeless 0 Non-Homeless 0 Special-Needs 0 Total 0 Table 5 - One Year Goals for Affordable Housing by Support Requirement Rental Assistance 0 The Production of New Units 0 Rehab of Existing Units 0 Acquisition of Existing Units 0 Total 0 Table 6 - One Year Goals for Affordable Housing by Support Type Discussion 471 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-60 Public Housing – 91.220(h) Introduction The City will not undertake activities that address public housing in the program year. Actions planned during the next year to address the needs to public housing Not Applicable. The City does not own nor operate public housing. Actions to encourage public housing residents to become more involved in management and participate in homeownership Not Applicable. The City does not own nor operate public housing. If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance Not Applicable. The City does not own nor operate public housing. Discussion Not Applicable. The City does not own nor operate public housing. 472 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction The City will continue to work with nonprofit organizations, government agencies, and other stakeholders to fund activities that help prevent and reduce homelessness. Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs The County of Riverside CoC has established chronically homeless persons as the highest need priority based on the goals HUD has established in its Opening Doors Federal and Strategic Plan to Prevent and End Homelessness. The CoC has implemented a Coordinated Entry System (CES) to ensure appropriate intervention is utilized to serve those who are homeless and providing for a prioritization of vulnerability and linkage to community resources and housing based on the vulnerability prioritization. Within the CoC, there are several outreach teams from County, cities, and nonprofit homeless providers that cover specific populations or geographic regions in the County. There is also specific outreach teams serving the mentally ill, veterans, youth and chronic homeless. The Behavioral Health Systems Department has outreach peer specialists that perform initial field assessments, in depth assessments, referrals to all contacts, linkage to various community organizations. Addressing the emergency shelter and transitional housing needs of homeless persons The Housing First approach adopted by the County and CoC requires that homeless are helped into permanent housing or rapid re-housing as soon as possible. Transitional housing beds have begun to decrease countywide and permanent housing is increasing because of reallocations made in the HUD CoC Program Consolidated Application and the CoC’s success in obtaining new funding for permanent supportive housing. Both transitional housing and emergency shelters focus on lessening the time that a homeless person or family’s length of time homeless (LOTH) in the shelter by effective and quick assessment of homeless clients and getting them stabilized into permanent housing with intensive case management initially and support in the initial phase of residency in permanent housing. This period will serve as a time to address the other needs to maintain self-sufficiency either by accessing mainstream benefits, employment or medical or mental health support. The CoC collaborates with the City and other stakeholders to integrate CoC programs, Emergency Solutions Grant (ESG), Social Services to Veteran Families (SSVF), and CDBG funding to increase the number of persons with rapid re-housing assistance. Also, other non-McKinney-Vento funding sources, such as Emergency Food and Shelter Program (EFSP), funded under Federal Emergency Management Agency (FEMA) will be matched as a source for rental / mortgage assistance for families that are 473 OMB Control No: 2506-0117 (exp. 09/30/2021) homeless or at-risk of homelessness in the County’s strategy to meet this goal. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again The CoC implemented a Coordinated Entry System (CES) to assess homeless persons using the VI-SPDAT that tracks the length of time a client has been on the streets or in an emergency shelter. DPSS uses HUD’s CoC Program planning grant funding to measure system-wide performance in HMIS, such as length of time homeless. This is used to help the CoC prioritize and house those with longest length of time homeless. The planning process also included working with the CoC Standards and Evaluation Committee to continue developing strategies to prioritize persons with longest time homeless and most severe needs, including: The CoC has also adopted a Housing First approach that is evidenced-based and endorsed by HUD to place a homeless person in permanent housing and provide supportive services intended to keep them stably housed. Homeless CoC youth providers have implemented outreach and service-based events in the communities to draw homeless youth, unaccompanied and transitional age into contact with services available to them. The Operation SafeHouse is the only CoC youth provider that has opened a permanent supportive housing program called the Harrison House, which is for transitional age youth, in the eastern desert region of Riverside County. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs. The CoC Discharge Policy is mandated by the State and followed by the CoC. The CoC established a Discharge Planning Committee, responsible for implementing policies and protocols and coordinating with various organizations, to ensure that persons being discharged from a publicly funded institution or system of care are not discharged immediately into homelessness. The goals are to identify discharge housing needs inclusive of housing and supportive services and to link the individual with community resources that will include mental health services, substance abuse support, and housing. The Hospital Association of Southern California Inland Area serves as the lead agency on the Discharge Planning 474 OMB Control No: 2506-0117 (exp. 09/30/2021) Committee to facilitate communication regarding the discharge planning needs of homeless persons from acute care hospitals. The Riverside County University Health System – Behavioral Health, collaborates with DPSS and the CoC in the coordination and implementation of discharge planning for homeless individuals disabled by a serious mental health and/or substance abuse disorder(s). Foster Care and extended foster care programs help transition dependent youth who are emancipating from foster care to independent living. The Department of Public Social Services, Riverside Sheriff’s, and Probation Department support the Continuum of Care’s mission of working towards reintegrating persons leaving correctional facilities to community-based living and self-sufficiency. Discussion NOT APPLICABLE 475 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-75 Barriers to affordable housing – 91.220(j) Introduction: The City does not plan to undertake any activities this program year using CDBG funds to remove barriers to affordable housing. Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment The City does not plan to undertake any activities this program year using CDBG funds to remove barriers to affordable housing. Discussion: NOT APPLICABLE 476 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-85 Other Actions – 91.220(k) Introduction: The City will continue to work with various stakeholders to meet the needs of its residents that remain in-need of CDBG-eligible activities consistent with Consolidated Plan goals. Actions planned to address obstacles to meeting underserved needs The City will continue to work toward the reduction/elimination of obstacles to meet underserved needs through the funding of various organizations that are established to provide direct services to those in need. The City is not equipped to provide direct services; therefore, funding organizations that do is essential to our success in addressing the identified goals and objectives. The City will continue to partner with service providers to address obstacles and address barriers that exist. In addition, the City works with the County of Riverside, the CoC, local agencies, nonprofits, etc. to address various aspects related to CoC programs and activities, as well as obstacles that face the underserved in general. However, the CoC addresses issues relative to homelessness, mental and physical illnesses, domestic violence, etc. and has a wide range of members where collaboration in other areas is an option. Through these working relationships, obstacles such as lack of communication between agencies, improved services, limited resources, tracking and monitoring, and other needed resources are obtained, gaps in services are better identified, and there is a more cohesive approach to identifying and resolving issues. Actions planned to foster and maintain affordable housing The City and the Palm Desert Housing Authority will continue to maintain the existing affordable housing stock through the funding sources identified previously; however, as noted with the elimination of redevelopment agencies, there is no longer what is considered “20% Set Aside Funds”. Therefore, maintaining existing properties and programs will be the primary focus, provided funding is available, for some time to come. However, new projects and programs will be planned and implemented where and when possible. Actions planned to reduce lead-based paint hazards The City’s Building & Safety and Housing departments distribute informational pamphlets on Lead Based Paint Hazards and refer all calls to the County of Riverside Environmental Health Department. The City addresses this issue on a case-by-case basis through multiple steps. Actions planned to reduce the number of poverty-level families The City is continuing to team up with service providers to provide assistance for poverty level families, including funding food and services options during the Program Year. In addition, the City will seek out additional partnerships for programs that encourage self-sufficiency including employment and training, 477 OMB Control No: 2506-0117 (exp. 09/30/2021) housing options, and safety net programs. Actions planned to develop institutional structure The City will continue to work with outside agencies to maintain and develop relationships, including with nonprofit organizations, private businesses, the CoC, and nonprofit organizations in the region. Actions planned to enhance coordination between public and private housing and social service agencies The City will continue to work with various County departments, agencies, and nonprofit organizations to identify and carry out goals and objectives of the CDBG Program, and to create a more cooperative working relationship with all interested parties. The City invites these groups to attend public hearings, community meetings, and special meetings that address specific programs and projects. The City has an approved Citizen’s Participation Plan that it follows in this regard. In addition, City staff regularly attends CoC meetings that involve multiple organizations and various County Departments as well as other local jurisdictions wherein discussions are held on homelessness as well as supportive services to other at-risk groups of individuals and families. Discussion: The City completed in Analysis of Impediments for Fair Housing Choice (AI). The City identified the following Goals to address contributing factors/impediments to fair housing: • Goal #1: Support Non-Discriminatory Leading Practices • Goal #2: Preserve existing housing stock • Goal #3: Support the prevention of housing discrimination • Goal #4: Support home ownership • Goal #5: Support the development of affordable housing • Goal #6: Update land use policies and practices to facilitate development of affordable housing • Goal #7: Improve collaboration with regional organizations agencies 478 OMB Control No: 2506-0117 (exp. 09/30/2021) Program Specific Requirements AP-90 Program Specific Requirements – 91.220(l)(1,2,4) Introduction: Community Development Block Grant Program (CDBG) Reference 24 CFR 91.220(l)(1) Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out. program year and that has not yet been reprogrammed 0 address the priority needs and specific objectives identified in the grantee's strategic plan. 0 been included in a prior statement or plan 0 Total Program Income:0 Other CDBG Requirements 1. The amount of urgent need activities 0 2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income.Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan. 0.00% HOME Investment Partnership Program (HOME) Reference 24 CFR 91.220(l)(2) 1. A description of other forms of investment being used beyond those identified in Section 92.205 is as follows: Not applicable 479 OMB Control No: 2506-0117 (exp. 09/30/2021) 2. A description of the guidelines that will be used for resale or recapture of HOME funds when used for homebuyer activities as required in 92.254, is as follows: Not applicable 3. A description of the guidelines for resale or recapture that ensures the affordability of units acquired with HOME funds? See 24 CFR 92.254(a)(4) are as follows: Not applicable 4. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is rehabilitated with HOME funds along with a description of the refinancing guidelines required that will be used under 24 CFR 92.206(b), are as follows: Not applicable 5. If applicable to a planned HOME TBRA activity, a description of the preference for persons with special needs or disabilities. (See 24 CFR 92.209(c)(2)(i) and CFR 91.220(l)(2)(vii)). Not applicable 6. If applicable to a planned HOME TBRA activity, a description of how the preference for a specific category of individuals with disabilities (e.g. persons with HIV/AIDS or chronic mental illness) will narrow the gap in benefits and the preference is needed to narrow the gap in benefits and services received by such persons. (See 24 CFR 92.209(c)(2)(ii) and 91.220(l)(2)(vii)). Not applicable 7. If applicable, a description of any preference or limitation for rental housing projects. (See 24 CFR 92.253(d)(3) and CFR 91.220(l)(2)(vii)). Note: Preferences cannot be administered in a manner that limits the opportunities of persons on any basis prohibited by the laws listed under 24 CFR 5.105(a). Not applicable 480 OMB Control No: 2506-0117 (exp. 09/30/2021) Housing Trust Fund (HTF) Reference 24 CFR 91.220(l)(5) 1. Distribution of Funds a. Describe the eligibility requirements for recipients of HTF funds (as defined in 24 CFR § 93.2). b. Describe the jurisdiction’s application requirements for eligible recipients to apply for HTF funds. c. Describe the selection criteria that the jurisdiction will use to select applications submitted by eligible recipients. d. Describe the jurisdiction’s required priority for funding based on geographic distribution, which is a description of the geographic areas of the State (including areas of low-income and minority concentration) in which it will direct assistance during the ensuing program year. e. Describe the jurisdiction’s required priority for funding based on the applicant's ability to obligate HTF funds and undertake eligible activities in a timely manner. f. Describe the jurisdiction’s required priority for funding based on the extent to which rents for units in the rental project are affordable to extremely low-income families. g. Describe the jurisdiction’s required priority for funding based on the financial feasibility of the project beyond the required 30-year period. 481 OMB Control No: 2506-0117 (exp. 09/30/2021) h. Describe the jurisdiction’s required priority for funding based on the merits of the application in meeting the priority housing needs of the jurisdiction (such as housing that is accessible to transit or employment centers, housing that includes green building and sustainable development features, or housing that serves special needs populations). i. Describe the jurisdiction’s required priority for funding based on the location of existing affordable housing. j. Describe the jurisdiction’s required priority for funding based on the extent to which the application makes use of non-federal funding sources. 2. Does the jurisdiction’s application require the applicant to include a description of the eligible activities to be conducted with HTF funds? 3. Does the jurisdiction’s application require that each eligible recipient certify that housing units assisted with HTF funds will comply with HTF requirements? 4. Performance Goals and Benchmarks. The jurisdiction has met the requirement to provide for performance goals, consistent with the jurisdiction’s goals established under 24 CFR 91.215(b)(2), by including HTF in its housing goals in the housing table on the SP-45 Goals and AP-20 Annual Goals and Objectives screens. 5. Rehabilitation Standards. The jurisdiction must establish rehabilitation standards for all HTF-assisted housing rehabilitation activities that set forth the requirements that the housing must meet upon project completion. The jurisdiction’s description of its standards must be in sufficient detail to determine the required rehabilitation work including methods and materials. The standards may refer to applicable codes or they may establish requirements that exceed the minimum requirements of the codes. The jurisdiction must attach its rehabilitation standards below. If the jurisdiction will not use HTF funds for the rehabilitation of housing, enter “N/A”. In addition, the rehabilitation standards must address each of the following: health and safety; major systems; lead-based paint; accessibility; disaster mitigation (where relevant); state and local codes, ordinances, and zoning requirements; Uniform Physical Condition Standards; Capital Needs Assessments (if applicable); and broadband infrastructure (if applicable). 482 OMB Control No: 2506-0117 (exp. 09/30/2021) 6. Resale or Recapture Guidelines. Below, the jurisdiction must enter (or attach) a description of the guidelines that will be used for resale or recapture of HTF funds when used to assist first-time homebuyers. If the jurisdiction will not use HTF funds to assist first-time homebuyers, enter “N/A”. 7. HTF Affordable Homeownership Limits. If the jurisdiction intends to use HTF funds for homebuyer assistance and does not use the HTF affordable homeownership limits for the area provided by HUD, it must determine 95 percent of the median area purchase price and set forth the information in accordance with §93.305. If the jurisdiction will not use HTF funds to assist first-time homebuyers, enter “N/A”. 8. Limited Beneficiaries or Preferences. Describe how the jurisdiction will limit the beneficiaries or give preferences to a particular segment of the extremely low- or very low-income population to serve unmet needs identified in its consolidated plan or annual action plan. If the jurisdiction will not limit the beneficiaries or give preferences to a particular segment of the extremely low- or very low-income population, enter “N/A.” Any limitation or preference must not violate nondiscrimination requirements in § 93.350, and the jurisdiction must not limit or give preferences to students. The jurisdiction may permit rental housing owners to limit tenants or give a preference in accordance with § 93.303 only if such limitation or preference is described in the action plan. 9. Refinancing of Existing Debt. Enter or attach the jurisdiction’s refinancing guidelines below. The guidelines describe the conditions under which the jurisdiction will refinance existing rental housing project debt. The jurisdiction’s refinancing guidelines must, at minimum, demonstrate that rehabilitation is the primary eligible activity and ensure that this requirement is met by establishing a minimum level of rehabilitation per unit or a required ratio between rehabilitation and refinancing. If the jurisdiction will not refinance existing debt, enter “N/A.” <TYPE=[section 9 end]> Discussion: 483 OMB Control No: 2506-0117 (exp. 09/30/2021) 484 OMB Control No: 2506-0117 (exp. 09/30/2021) 3rd Substantial Amendment: A 3rd Substantial Amendment has been requested in January, 2026 to reallocate funds in the amount of $80,000 from PY24 after the cancellation of the Joslyn Center restroom project and reallocate funds to the Desert Arc PY26 HVAC Upgrade Project. 2nd Substantial Amendment: A 2nd Substantial Amendment has been requested in December, 2025 to reallocate remaining funds in the amount of $14,987.64 from PY24 in Admin savings to the Palm Desert Housing Authority who has also asked to reallocate all allocated Public Facilities Improvements Project funds to an urgent drainage issue in one of the parking areas from their original parking lot project. The total allocation to the PDHA would now be $ 232,744.11, including funds from all program years as follows: 2019 $5,596.38 2021 $59,723.44 1st Substantial Amendment: A Substantial Amendment has been requested in April, 2025 to fully allocate all unspent CDBG funds by repositioning funds with eligible projects. This includes the change in funding for the previously approved PY2024 Desert Arc Project to being fully funded with PY20 CDBG-CV funds in the amount of $180,000 as part of PY20 SA4. PY24 SA1 also includes the funding of the Palm Desert Housing Authority Public Facilities Improvements Project- Parking Lot Upgrades in the amount of $110,000 in PY24 funds for a total of $217,756.47 through the utilization of prior year funds as follows: 2019 $5,596.38 2020 $8,784.90 2021 $59,723.44 2022 $32,467.73 2024 $110,000.00 Executive Summary AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b) 1. Introduction 485 OMB Control No: 2506-0117 (exp. 09/30/2021) As a requirement of the U.S. Department of Housing and Urban Development, this document represents the Program Year 2024 Annual Action Plan. The City of Palm Desert (City) has been allocated funds from the Community Development Block Grant (CDBG) . 2. Summarize the objectives and outcomes identified in the Plan This could be a restatement of items or a table listed elsewhere in the plan or a reference to another location. It may also contain any essential items from the housing and homeless needs assessment, the housing market analysis or the strategic plan. The Annual Action Plan is intended to fund high-priority community needs identified during the annual Citizen Participation Plan process while concurrently aligning with the goals of the previously approved Program Year 2024-2028 Consolidated Plan. 3. Evaluation of past performance This is an evaluation of past performance that helped lead the grantee to choose its goals or projects. A performance evaluation is annually assessed through HUD’s review of the Consolidated Annual Performance and Evaluation Report (CAPER). This document states the objectives and outcomes identified in each Annual Action Plan and includes an evaluation of past performance through measurable goals and objectives relative to actual performance. Prior documents can be found at the Palm Desert City Hall. 4. Summary of Citizen Participation Process and consultation process Summary from citizen participation section of plan. The City held a public comment period from May 31, 2024 - July 1, 2024. On June 27, 2024, the City Council held a public hearing to provide residents an additional opportunity to review and comment on programming of CDBG funds. As part of SA3, the City utilized it’s Citizen Participation Plan and held a 30-day Public Comment Period and notified the Public 15 days prior to the Public Hearing for consideration of approval of the SA3. As part of SA2, the City utilized it’s Citizen Participation Plan and held a 30-day Public Comment Period and notified the Public 15 days prior to the Public Hearing for consideration of approval of the SA2. As part of SA1, the City utilized it’s Citizen Participation Plan and held a 30-day Public Comment Period and notified the Public 10 days prior to the Public Hearing for consideration of approval of the SA1. 486 OMB Control No: 2506-0117 (exp. 09/30/2021) 5. Summary of public comments This could be a brief narrative summary or reference an attached document from the Citizen Participation section of the Con Plan. No public comments received. 6. Summary of comments or views not accepted and the reasons for not accepting them No public comments received. 7. Summary 487 OMB Control No: 2506-0117 (exp. 09/30/2021) PR-05 Lead & Responsible Agencies – 91.200(b) 1. Agency/entity responsible for preparing/administering the Consolidated Plan Describe the agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source. Agency Role Name Department/Agency Table 1 – Responsible Agencies Narrative (optional) Consolidated Plan Public Contact Information Joe Barron Senior Contracts and Grants Analyst City of Palm Desert 73510 Fred Waring Drive, Palm Desert, CA 92260 jbarron@palmdesert.gov | 760.776.6491 | www.palmdesert.gov 488 OMB Control No: 2506-0117 (exp. 09/30/2021) SA2 Lorena Ritchey Management Analyst, City of Palm Desert 73510 Fred Waring Drive, Palm Desert, CA 92260 lritchey@palmdesert.gov | 760.776.6477 | www.palmdesert.gov 489 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-10 Consultation – 91.100, 91.200(b), 91.215(l) 1. Introduction The City followed its HUD-approved Citizen Participation Plan to consult with the public, nonprofit organizations, governmental agencies, and other stakeholders to prepare the Annual Action Plan as required by 24 CRF 91.100. Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(l)) The City conducted outreach and issued public notices regarding the application process for PY24 subrecipient awards. The City's Outside Agency Funding Committee recommended CDBG budget recommendations, which are incorporated into the Annual Action Plan. The City held a 30-day public comment period from May 31 - June 27, 2024. On June 27, 2024, the City Council held a public hearing to provide residents an additional opportunity review and comment regarding CDBG funding recommendations. The City Council approved the submission of the Annual Action Plan. Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness. The City is actively involved in multiple activities to address the needs of homeless persons, which include coordination with the Continuum of Care. For example, the City is involved in regional coordination efforts between stakeholders throughout the Coachella Valley and Riverside County. The City has historically funded homelessness services coordinated regionally through the Coachella Valley Association of Governments (CVAG). Since 2017 CVAG has allocated its regional financial commitments for other homelessness services. Last year the City made a financial commitment in the amount of $100,000 to CVAG to continue to implement homelessness services. A summary of accomplishments can be found at City Hall. The City operates a homelessness assistance program as well. The program that has a primary focus on homelessness locally. The program contracts with the Riverside University Health System to provide a 490 OMB Control No: 2506-0117 (exp. 09/30/2021) Behavioral Health Specialists in Palm Desert to focus on providing homelessness services. Please note the County of Riverside coordinates the Continuum of Care as well. Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards for and evaluate outcomes of projects and activities assisted by ESG funds, and develop funding, policies and procedures for the operation and administration of HMIS The City does not receive Emergency Solutions Grant (ESG) funds. 2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdiction’s consultations with housing, social service agencies and other entities 491 OMB Control No: 2506-0117 (exp. 09/30/2021) Table 2 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Fair Housing Council of Riverside County, Inc., Agency/Group/Organization Type Service-Fair Housing What section of the Plan was addressed by Consultation? Housing Need Assessment Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to provide public services (fair housing). 2 Agency/Group/Organization Cove Communities Senior Association dba The Joslyn Center Agency/Group/Organization Type Services-Elderly Persons What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to provide public services (elderly persons). 3 Agency/Group/Organization Desert Recreation District Agency/Group/Organization Type Services-Children What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to provide public services (youth persons). 4 Agency/Group/Organization OPERATION SAFE HOUSE, INC. Agency/Group/Organization Type Services-Children Services-homeless 492 OMB Control No: 2506-0117 (exp. 09/30/2021) What section of the Plan was addressed by Consultation? Homelessness Needs - Unaccompanied youth Homelessness Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to provide public services (youth homeless persons). 5 Agency/Group/Organization Neighborhood Partnership Housing Services Agency/Group/Organization Type Housing What section of the Plan was addressed by Consultation? Anti-poverty Strategy Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to provide housing rehab. 6 Agency/Group/Organization DESERT ARC Agency/Group/Organization Type Services-Persons with Disabilities What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to construct public facilities and improvements (serving people with disabilities). 7 Agency/Group/Organization RANCH RECOVERY CENTER Agency/Group/Organization Type Services-Persons with Disabilities Services-Health What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Anti-poverty Strategy 493 OMB Control No: 2506-0117 (exp. 09/30/2021) Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to construct public facilities and improvements (serving people with addictions). 8 Agency/Group/Organization WeeCare Agency/Group/Organization Type Services-Children What section of the Plan was addressed by Consultation? Non-Homeless Special Needs Briefly describe how the Agency/Group/Organization was consulted. What are the anticipated outcomes of the consultation or areas for improved coordination? The subrecipient applied for CDBG funds to provide public services (youth persons). Identify any Agency Types not consulted and provide rationale for not consulting The City attempts to keep a comprehensive list of stakeholders potentially eligible to receive CDBG funds for activities consistent with the Consolidated Plan goals. As some stakeholders undergo staffing changes, on occasion City staff is unaware of such changes throughout the program year. As a result, some stakeholders may not realize the City is attempting to consult with their organizations during the Annual Action Plan process. To mitigate this concern, City staff updates its contact list annually to ensure proper channels of communication with stakeholders Other local/regional/state/federal planning efforts considered when preparing the Plan Continuum of Care Housing Services Authority housing. 494 OMB Control No: 2506-0117 (exp. 09/30/2021) Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the goals of each plan? Housing Element City of Palm Desert Both include the goal of fostering affordable housing. Table 3 – Other local / regional / federal planning efforts Narrative (optional) The City encouraged cooperation and coordination through the Citizen's Participation Plan process. The City followed the process as outlined in the Executive Summary Citizen's Participation Plan Section. In addition, the City is a member of the Coachella Valley Association of Governments (CVAG) Homeless Committee that consists of Mayors or Councilmember's of each of the nine (9) Coachella Valley communities as well as the County of Riverside, and a representative from Supervisor V. Manuel Perez's office, and Ex-officials who are represent atives from organizations that serve homeless and similar client base. In addition, three of the Ex -officials are also representatives of the CoC's Eastern Region Committee that reports to the CoC BOG. Through this committee and the CoC, the City is able to work with other local government agencies and service providers to address issues on a local and regional (Coachella Valley) basis and obtain input and insight into community needs that are included within the Consolidated Plan. 495 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 12 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-12 Participation – 91.105, 91.200(c) 1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting The City conducted outreach and issued public notices regarding the application process for subrecipient awards. The City's Outside Agency Funding Committee recommended CDBG budget recommendations, which are incorporated into the Annual Action Plan. The City held a 30-day public comment period from May 31 - July 1, 2024. On June 27, 2024, the City Council held a public hearing to provide residents an additional opportunity review and comment regarding CDBG funding recommendations. The City Council approved the submission of the Annual Action Plan. Citizen Participation Outreach response/attendance comments received not accepted applicable) 1 Newspaper Ad Non-English Speaking - Specify other language: Spanish No response received No comments received NA Table 4 – Citizen Participation Outreach 496 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 13 OMB Control No: 2506-0117 (exp. 09/30/2021) Expected Resources AP-15 Expected Resources – 91.220(c)(1,2) Introduction Anticipated Resources Funds Amount Available Remainder of ConPlan Description Allocation: $ Income: $ Resources: $ $ CDBG public - federal Admin and Planning Economic Development Housing Public Improvements Public Services 365,446 0 0 365,446 0 497 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 14 OMB Control No: 2506-0117 (exp. 09/30/2021) Program Source of Funds Amount Available Remainder of ConPlan Description Allocation: $ Income: $ Resources: $ $ HOME public - federal Homebuyer assistance Homeowner rehab Multifamily rental new construction Multifamily rental rehab New construction for ownership TBRA 0 0 0 0 0 Table 1 - Expected Resources – Priority Table Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied The above sources of funding have been identified as available funds to be leveraged with, where and when possible, nonprofit organizations and other entities awarded CDBG funds to provide assistance to meet the goals and objectives as outlined within the City's Five-Year Consolidated Plan and One-Year Annual Action Plan. Funded organizations will also utilize awarded funds to leverage, where and when possible, dollars available through the organization as well as other grant awards and/or donations to undertake programs/projects that may not otherwise be possible. Organizations have more flexibility to utilize funding more efficiently and effectively to provide needed support services to clients. 498 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 15 OMB Control No: 2506-0117 (exp. 09/30/2021) If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the plan NA in Palm Desert Discussion The City will continue to allocate CDBG funding and other sources of funding when and where available to meet the needs of qualifying individuals as designated by HUD. Programs and projects will be targeted that address goals and objectives identified within the Annual Action Plan and Consolidated Plan. In addition, the funds will be targeted so as to provide the maximize benefit to those in need. 499 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 16 OMB Control No: 2506-0117 (exp. 09/30/2021) Annual Goals and Objectives AP-20 Annual Goals and Objectives Goals Summary Information Support Public and Community Facilities Improvement 3 8 Community Development Housing (Increase) Increase Senior Services and Programming Senior Transportation (Enhance Options) Increase Affordable Housing Reduce vacancies in the City Rental Assistance $240,200 Activities other than Low/Moderate Income Housing Benefit: 1000 Persons Assisted 2 Initiatives 3 8 Housing (Increase) Increase Affordable Housing Reduce vacancies in the City $31,816 than Low/Moderate Income Housing Benefit: 500 Persons Assisted 500 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 17 OMB Control No: 2506-0117 (exp. 09/30/2021) Sort Order Goal Name Start Year End Year Category Geographic Area Needs Addressed Funding Goal Outcome Indicator 3 Fund Vital Community and Homeless Services 3 8 Housing $23,000 than Low/Moderate Income Housing Benefit: 250 Persons Assisted Table 2 – Goals Summary Goal Descriptions 1 Goal Name Support Public and Community Facilities Improvement Goal Description 2 Goal Name Support Fair Housing Initiatives Goal Description 3 Goal Name Fund Vital Community and Homeless Services Goal Description 501 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 18 OMB Control No: 2506-0117 (exp. 09/30/2021) Projects AP-35 Projects – 91.220(d) Introduction The Annual Action Plan identifies funding the following activities: Public Services 15% Public Facilities and Improvements 65% Program Administration 20% Projects 1 Public Services 2 Administration 3 Public Facilities and Improvements- The Joslyn Center 4 Public Facilities and Improvements- Desert Arc* 5 Inc 6 Public Facilities & Improvements- Palm Desert Housing Authority 7 Public Facilities & Improvements- Desert Arc SA3 Table 3 - Project Information Describe the reasons for allocation priorities and any obstacles to addressing underserved needs The City identifies its highest priority needs during its citizen participation process every year and the Consolidated Plan process every five years. Activities are funded annually taking into consideration these highest priority needs. The primary obstacle to address underserved needs in the community is the lack of resources to provide a greater level of assistance. *Project 4 moved to PY20-CV funds as part of PY24 AAP SA1 502 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 19 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-38 Project Summary Project Summary Information 503 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 20 OMB Control No: 2506-0117 (exp. 09/30/2021) Project Name Public Services Target Area Citywide Goals Supported Support Fair Housing Initiatives Fund Vital Community and Homeless Services Needs Addressed Increase Affordable Housing Reduce vacancies in the City Rental Assistance Funding CDBG: $54,816 Description Youth Service Programs and Fair Housing Programs designed to meet the needs of local residents. Target Date 9/30/2025 Estimate the number and type of families that will benefit from the proposed activities 100 youth will receive services and 500 households will receive fair housing support Location Description Fair Housing Council of Riverside County: 3933 Mission Inn Avenue, Ste. 100, Riverside, CA 92501 Operation SafeHouse: 9685 Hayes Street, Riverside, CA 92503 Planned Activities Fair Housing Council of Riverside County: Mandated fair housing services Operation SafeHouse: Case management services for homeless youth at a transitional living facility Desert Recreation District: Scholarships for families and individuals in the community who may otherwise be unable to participate in recreational activities 2 Project Name Administration Target Area Citywide Goals Supported Support Public and Community Facilities Improvement Support Fair Housing Initiatives Fund Vital Community and Homeless Services 504 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 21 OMB Control No: 2506-0117 (exp. 09/30/2021) Needs Addressed Affordable Senior Housing (Increase) Increase Senior Services and Programming Senior Transportation (Enhance Options) Increase Affordable Housing Reduce vacancies in the City Rental Assistance Funding CDBG: $70,430 $55,442.36 SA2 as calculated at end of year Description CDBG Administration. Eligible Activity (Matrix Code): 21A. CDBG National Objective: Planning and Administration: CDBG Citation: 570.206(a) Target Date 9/30/2025 Estimate the number and type of families that will benefit from the proposed activities Admin supports those entities supporting families. Location Description Program Administration: 73510 Fred Waring Drive, Palm Desert, CA 92260 Planned Activities Reporting, oversight, monitoring of subrecipients. 3 Project Name Public Facilities and Improvements- The Joslyn Center Target Area Citywide Goals Supported Support Public and Community Facilities Improvement Needs Addressed Senior Transportation (Enhance Options) Funding CDBG: $75,000 Description ADA Restroom improvements- Continuation in 2024 with additional funding. Target Date 9/30/2025 Estimate the number and type of families that will benefit from the proposed activities 500 seniors will benefit from facility improvements. Location Description The Joslyn Center: 73-750 Catalina Way, Palm Desert, CA 92260 505 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 22 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities This multi-phase project will entail a full remodel of each of the five restrooms on The Joslyn Center campus in order to make them fully compliant with ADA requirements and become fully handicap accessible as set forth in the report and survey of Disability Access Consultants conducted on May 21, 2018. This project will benefit all 2000+ members as well as other members of the public and guests that utilize The Joslyn Center. It is estimated that at least 500 individuals consisting of members, public and guests will directly benefit from the ADA upgrades. This request represents the second phase of this project which is the remodel of men's and women's restrooms in building two which consists of meeting rooms and the Arthur Newman Theater. Because of rising construction costs, it would be possible to break the remodel of the building’s two restrooms into separate projects consisting of the individual men's and women's restrooms. This option was available in the restroom remodel recently completed in building one. This choice is available by requesting responsive bidders to submit bids for both restrooms and for just one restroom. This would delay the ultimate completion of the project, but allow some flexibility because of rising construction costs. Remodeling the restrooms to ADA compliance is a priority for The Joslyn Center because many of our members experience physical disability which requires a fully accessible restroom. 4 Project Name Public Facilities and Improvements- Desert Arc- reproposed as part of SA3 Target Area Citywide Goals Supported Support Public and Community Facilities Improvement Needs Addressed Reduce vacancies in the City Funding CDBG: $80,000 Description HVAC Upgrades Target Date 9/30/2026 Estimate the number and type of families that will benefit from the proposed activities 500 LMI households will benefit from infrastructure improvements Location Description Desert ARC: 73-255 Country Club Dr, Palm Desert, CA 92260 506 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 23 OMB Control No: 2506-0117 (exp. 09/30/2021) Planned Activities Desert Arc's HVAC (Heating, Ventilation, and Air Conditioning) Replacement Project will encompass the removal and replacement of nine (9) obsolete, rooftop HVAC units on Building 3 of its Palm Desert campus (73275 Country Club Drive). The total amount needed for the HVAC Replacement Project is $509,587.00 with roughly half of the total amount being allocated toward equipment costs at $271,187.00. The current HVAC units are 17 years-old, with an average lifespan of 15 years, and use an R-22 refrigerant coolant which will no longer be available/produced due to new EPA (Environmental Protection Agency) regulations. The old units will be replaced with new 410-A refrigerant rooftop HVAC units which can be retrofitted into the existing system's footprint. The replacement of these units is urgent for two reasons. Firstly, the 410-A HVAC units will not be available after December 31, 2024 and the 2025 units will require additional construction and fortification to the roof of Building 3 in order to compensate for the additional weight of the 2025 units. Retrofitting the 410- A HVAC units will save crucial time and funds. Secondly, California Department of Social Services Title 22 (Division 6, Chapter 3, Section 82088) mandates that Desert Arc maintain a comfortable temperature for clients at all times with a maximum indoor temperature of 85 degrees F or 30 degrees F less than outside temperatures in areas of extreme heat. Due to the excessive summer temperatures in Palm Desert, which can reach up to 120 degrees F, it is imperative for Desert Arc to maintain a climate controlled facility to ensure the health and well-being of its clients (people with intellectual and developmental disabilities) and staff while also staying in line with state regulations. 5 Project Name Public Facilities & Improvements- The Ranch Recovery Centers, Inc Target Area Citywide Goals Supported Support Public and Community Facilities Improvement Needs Addressed Reduce vacancies in the City Funding CDBG: $55,200 Description HVAC units, appliances, dorm room improvements Target Date 9/30/2025 Estimate the number and type of families that will benefit from the proposed activities 10 ELI Individuals with Chronic Substance Abuse Disorder 507 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 24 OMB Control No: 2506-0117 (exp. 09/30/2021) Location Description Planned Activities Funds are allocated to complete several capital improvement projects at 2 facilities. Time and continuous use take a physical toll on our facilities and, while we take care to maintain and repair everything we can, there comes a point where replacement is necessary. The items requested will help improve the treatment environment for the patients in our care, improving their safety and well-being. Additionally, a well-kept facility is beneficial for mental and emotional health. Many of our contracts only allow us to utilize contract dollars for direct treatment costs and many of our capital improvement purchases and upgrades are funded through charitable contributions. Projects include: HVAC units, appliances, dorm room improvements 6 Project Name Public Facilities- PD Housing Authority Target Area Citywide Goals Supported Enhance public facilities Needs Addressed Low-to-Moderate Income Housing Public Facilities Funding CDBG: $217,756.47 SA2 $232,744.11 Description Public Facilities Improvements- Parking Lot Upgrades at Public Housing Facility Target Date 5/1/2025 Estimate the number and type of families that will benefit from the proposed activities 250 Public Housing Authority residents Location Description Planned Activities Parking Lot Improvements 508 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 25 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-50 Geographic Distribution – 91.220(f) Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed The City of Palm Desert is located in Riverside County; particularly, the Coachella Valley. Historically, the City has not had any low- and moderate-income census tracts; however, the City now has two eligible census tracts as of recently (ACS data). CDBG funds will be used for low- and moderate-income clientele (or presumed benefit). Geographic Distribution Citywide 100 Table 4 - Geographic Distribution Rationale for the priorities for allocating investments geographically The City has not historically funded CDBG activities based upon geographic areas since there have not been eligible low and moderate-income census tracts; however, HUD recently revised the census criteria used to determine eligibility. As a result, the City now has two CDBG-eligible census tracts. City staff is currently exploring the possibility of a Section 108 Loan for City Council’s consideration in subsequent program years. Discussion 509 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 26 OMB Control No: 2506-0117 (exp. 09/30/2021) Affordable Housing AP-55 Affordable Housing – 91.220(g) Introduction Homeless 0 Non-Homeless 0 Special-Needs 0 Total 0 Table 6 - One Year Goals for Affordable Housing by Support Requirement Rental Assistance 0 The Production of New Units 0 Rehab of Existing Units 0 Acquisition of Existing Units 0 Total 0 Table 7 - One Year Goals for Affordable Housing by Support Type Discussion 510 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 27 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-60 Public Housing – 91.220(h) Introduction The City will not undertake activities that address public housing in the program year. Actions planned during the next year to address the needs to public housing Not Applicable. The City does not own nor operate public housing. Actions to encourage public housing residents to become more involved in management and participate in homeownership Not Applicable. The City does not own nor operate public housing If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance Not Applicable. The City does not own nor operate public housing Discussion Not Applicable. The City does not own nor operate public housing 511 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 28 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction The City will continue to work with nonprofit organizations, government agencies, and other stakeholders to fund activities that help prevent and reduce homelessness. Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs The County of Riverside CoC has established chronically homeless persons as the highest need priority based on the goals HUD has established in its Opening Doors Federal and Strategic Plan to Prevent and End Homelessness. The CoC has implemented a Coordinated Entry System (CES) to ensure appropriate intervention is utilized to serve those who are homeless and providing for a prioritization of vulnerability and linkage to community resources and housing based on the vulnerability prioritization. Within the CoC, there are several outreach teams from County, cities, and nonprofit homeless providers that cover specific populations or geographic regions in the County. There is also specific outreach teams serving the mentally ill, veterans, youth and chronic homeless. The Behavioral Health Systems Department has outreach peer specialists that perform initial field assessments, in depth assessments, referrals to all contacts, linkage to various community organizations. Addressing the emergency shelter and transitional housing needs of homeless persons The Housing First approach adopted by the County and CoC requires that homeless are helped into permanent housing or rapid re-housing as soon as possible. Transitional housing beds have begun to decrease countywide and permanent housing is increasing because of reallocations made in the HUD CoC Program Consolidated Application and the CoC’s success in obtaining new funding for permanent supportive housing. Both transitional housing and emergency shelters focus on lessening the time that a homeless person or family’s length of time homeless (LOTH) in the shelter by effective and quick assessment of homeless clients and getting them stabilized into permanent housing with intensive case management initially and support in the initial phase of residency in permanent housing. This period will serve as a time to address the other needs to maintain self-sufficiency either by accessing mainstream benefits, employment or medical or mental health support. The CoC collaborates with the City and other stakeholders to integrate CoC programs, Emergency Solutions Grant (ESG), Social Services to Veteran Families (SSVF), and CDBG funding to increase the number of persons with rapid re-housing assistance. Also, other non-McKinney-Vento funding sources, such as Emergency Food and Shelter Program (EFSP), funded under Federal Emergency Management Agency (FEMA) will be matched as a source for rental / mortgage assistance for families that are 512 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 29 OMB Control No: 2506-0117 (exp. 09/30/2021) homeless or at-risk of homelessness in the County’s strategy to meet this goal. Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again The CoC implemented a Coordinated Entry System (CES) to assess homeless persons using the VI-SPDAT that tracks the length of time a client has been on the streets or in an emergency shelter. DPSS uses HUD’s CoC Program planning grant funding to measure system-wide performance in HMIS, such as length of time homeless. This is used to help the CoC prioritize and house those with longest length of time homeless. The planning process also included working with the CoC Standards and Evaluation Committee to continue developing strategies to prioritize persons with longest time homeless and most severe needs, including: The CoC has also adopted a Housing First approach that is evidenced-based and endorsed by HUD to place a homeless person in permanent housing and provide supportive services intended to keep them stably housed. Homeless CoC youth providers have implemented outreach and service-based events in the communities to draw homeless youth, unaccompanied and transitional age into contact with services available to them. The Operation SafeHouse is the only CoC youth provider that has opened a permanent supportive housing program called the Harrison House, which is for transitional age youth, in the eastern desert region of Riverside County. Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs. The CoC Discharge Policy is mandated by the State and followed by the CoC. The CoC established a Discharge Planning Committee, responsible for implementing policies and protocols and coordinating with various organizations, to ensure that persons being discharged from a publicly funded institution or system of care are not discharged immediately into homelessness. The goals are to identify discharge housing needs inclusive of housing and supportive services and to link the individual with community resources that will include mental health services, substance abuse support, and housing. The Hospital Association of Southern California Inland Area serves as the lead agency on the Discharge Planning 513 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 30 OMB Control No: 2506-0117 (exp. 09/30/2021) Committee to facilitate communication regarding the discharge planning needs of homeless persons from acute care hospitals. The Riverside County University Health System – Behavioral Health, collaborates with DPSS and the CoC in the coordination and implementation of discharge planning for homeless individuals disabled by a serious mental health and/or substance abuse disorder(s). Foster Care and extended foster care programs help transition dependent youth who are emancipating from foster care to independent living. The Department of Public Social Services, Riverside Sheriff’s, and Probation Department support the Continuum of Care’s mission of working towards reintegrating persons leaving correctional facilities to community-based living and self-sufficiency. Discussion 514 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 31 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-75 Barriers to affordable housing – 91.220(j) Introduction: The City does not plan to undertake any activities this program year using CDBG funds to remove barriers to affordable housing. Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment The City does not plan to undertake any activities this program year using CDBG funds to remove barriers to affordable housing. Discussion: 515 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 32 OMB Control No: 2506-0117 (exp. 09/30/2021) AP-85 Other Actions – 91.220(k) Introduction: The City will continue to work with various stakeholders to meet the needs of its residents that remain in-need of CDBG-eligible activities consistent with Consolidated Plan goals. Actions planned to address obstacles to meeting underserved needs The City will continue to work toward the reduction/elimination of obstacles to meet underserved needs through the funding of various organizations that are established to provide direct services to those in need. The City is not equipped to provide direct services; therefore, funding organizations that do is essential to our success in addressing the identified goals and objectives. The City will continue to partner with service providers to address obstacles and address barriers that exist. In addition, the City works with the County of Riverside, the CoC, local agencies, nonprofits, etc. to address various aspects related to CoC programs and activities, as well as obstacles that face the underserved in general. However, the CoC addresses issues relative to homelessness, mental and physical illnesses, domestic violence, etc. and has a wide range of members where collaboration in other areas is an option. Through these working relationships, obstacles such as lack of communication between agencies, improved services, limited resources, tracking and monitoring, and other needed resources are obtained, gaps in services are better identified, and there is a more cohesive approach to identifying and resolving issues. Actions planned to foster and maintain affordable housing The City and the Palm Desert Housing Authority will continue to maintain the existing affordable housing stock through the funding sources identified previously; however, as noted with the elimination of redevelopment agencies, there is no longer what is considered “20% Set Aside Funds”. Therefore, maintaining existing properties and programs will be the primary focus, provided funding is available, for some time to come. However, new projects and programs will be planned and implemented where and when possible. Actions planned to reduce lead-based paint hazards The City’s Building & Safety and Housing departments distribute informational pamphlets on Lead Based Paint Hazards and refer all calls to the County of Riverside Environmental Health Department. The City addresses this issue on a case-by-case basis through multiple steps. Actions planned to reduce the number of poverty-level families The City is continuing to team up with service providers to provide assistance for poverty level families, including funding food and services options during the Program Year. In addition, the City will seek out additional partnerships for programs that encourage self-sufficiency including employment and training, 516 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 33 OMB Control No: 2506-0117 (exp. 09/30/2021) housing options, and safety net programs. Actions planned to develop institutional structure The City will continue to work with outside agencies to maintain and develop relationships, including with nonprofit organizations, private businesses, the CoC, and nonprofit organizations in the region. Actions planned to enhance coordination between public and private housing and social service agencies The City will continue to work with various County departments, agencies, and nonprofit organizations to identify and carry out goals and objectives of the CDBG Program, and to create a more cooperative working relationship with all interested parties. The City invites these groups to attend public hearings, community meetings, and special meetings that address specific programs and projects. The City has an approved Citizen’s Participation Plan that it follows in this regard. In addition, City staff regularly attends CoC meetings that involve multiple organizations and various County Departments as well as other local jurisdictions wherein discussions are held on homelessness as well as supportive services to other at-risk groups of individuals and families. Discussion: 517 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 34 OMB Control No: 2506-0117 (exp. 09/30/2021) Program Specific Requirements AP-90 Program Specific Requirements – 91.220(l)(1,2,4) Introduction: Community Development Block Grant Program (CDBG) Reference 24 CFR 91.220(l)(1) Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use that is included in projects to be carried out. program year and that has not yet been reprogrammed 0 address the priority needs and specific objectives identified in the grantee's strategic plan. 0 been included in a prior statement or plan 0 Total Program Income:0 Other CDBG Requirements 1. The amount of urgent need activities 0 benefit persons of low and moderate income.Overall Benefit - A consecutive period of one, two or three years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income. Specify the years covered that include this Annual Action Plan. 0.00% 518 City of Palm Desert PY 24 CDBG Annual Action Plan- Approved 35 OMB Control No: 2506-0117 (exp. 09/30/2021) HOME Investment Partnership Program (HOME) Reference 24 CFR 91.220(l)(2) 1. A description of other forms of investment being used beyond those identified in Section 92.205 is as follows: NA 2. A description of the guidelines that will be used for resale or recapture of HOME funds when used for homebuyer activities as required in 92.254, is as follows: NA 3. A description of the guidelines for resale or recapture that ensures the affordability of units acquired with HOME funds? See 24 CFR 92.254(a)(4) are as follows: NA 4. Plans for using HOME funds to refinance existing debt secured by multifamily housing that is rehabilitated with HOME funds along with a description of the refinancing guidelines required that will be used under 24 CFR 92.206(b), are as follows: NA 5. If applicable to a planned HOME TBRA activity, a description of the preference for persons with special needs or disabilities. (See 24 CFR 92.209(c)(2)(i) and CFR 91.220(l)(2)(vii)). NA 6. If applicable to a planned HOME TBRA activity, a description of how the preference for a specific category of individuals with disabilities (e.g. persons with HIV/AIDS or chronic mental illness) will narrow the gap in benefits and the preference is needed to narrow the gap in benefits and services received by such persons. (See 24 CFR 92.209(c)(2)(ii) and 91.220(l)(2)(vii)). 7. If applicable, a description of any preference or limitation for rental housing projects. (See 24 CFR 92.253(d)(3) and CFR 91.220(l)(2)(vii)). Note: Preferences cannot be administered in a manner that limits the opportunities of persons on any basis prohibited by the laws listed under 24 CFR 5.105(a). NA 519 520 Community Development Block Grant (CDBG) Funding Reallocation for Program Years 2023 and 2024 and Approval of Program Year 2026-27 CDBG Funding January 22, 2026 -City Council 521 The City of Palm Desert receives an annual entitlement of CDBG funds from the Department of Housing and Urban Development (HUD) Program Purposes: •Support Decent Housing •Support Public Services •Support Public Facilities and Infrastructure •Support Economic Opportunities National Objectives Requirements: •Benefit Low-and-Moderate Income persons •Prevent or Eliminate Slums or Blighted Communities •Address Urgent Community Needs 522 Reallocation Plan Program Years 2023 and 2024 Available Funds •PY 2023: $50,000 The Joslyn Center •PY 2024: $75,000 The Joslyn Center •PY 2024: $5,000 Desert Recreation Center Reallocation Funds to PY 2026-27: •Reallocate: $50,000 to Desert ARC •Reallocate: $75,000 to Desert ARC •Reallocate $5,000 to Desert ARC •Public Facilities and Improvements –Replace HVAC units •Total Reallocated Funds: $130,000.00 523 Activity Description Funding Request OAC Recommendation Public Services (15%) 1 Jewish Family of the Desert Emergency Financial Assistance $10,000 $0 2 Jewish Family Service of San Diego Street Outreach $15,000 $0 3 Operation Safe House Inc Youth Homeless Transitional Living Program $18,000 $18,000 4 Food in Need of Distribution FIND Mobile Market -Palm Desert High School $20,000 $0 $63,000 $18,000 5 The Joslyn Center Replace (7) Air Condition Units $100,000 $100,000 6 Desert ARC Replace (7) HVAC Units $471,212 $174,320 $571,212 $274,320 7 County Grant Administrator County's shared cost 13%$ 47,502 $47,502 City Grant Administrator City's shared cost 7%$ 25,578 $25,578 $ 73,080 $73,080 707,292$ $365,400 Program Year 2026-27 Community Development Block Grant Funding Recommendations $365,400 TOTAL GRAND TOTAL Public Facilities and Improvements (No Cap) Program Administration (20% Cap) Applicant TOTAL TOTAL 524 Staff Recommendations (1) Reallocate $130,000 to Desert ARC for PY 2026 –27; (2) Approve the Outside Agency Committee recommendations for the PY 2026-27 CDBG Funding allocation; and (3) Authorize the City Manager to execute all documents and notify the County of Riverside of the approved PY 2026–27 funding recommendations These actions ensure the City remains compliant with HUD requirements, maximizes the use of federal funds, and directs resources to shovel-ready projects and essential community needs. 525 QUESTIONS Lorena Ritchey Management Analyst, Development Services 526