Calimesa City Council
August 19, 2024

Regular Meeting of the Calimesa City Council
Monday, August 19, 2024

CALL TO ORDER
ROLL CALL: MAYOR DAVIS, MAYOR PRO TEM HEWITT, COUNCIL MEMBER CERVANTEZ, COUNCIL MEMBER MANLY AND COUNCIL MEMBER MOLINA.

STAFF: CITY MANAGER KOLBOW, CITY ATTORNEY BARROW, CITY CLERK

GERDES, FINANCE DIRECTOR REID, PLANNING DIRECTOR LUCIA, PUBLIC

WORKS DIRECTOR MONSON, CITY ENGINEER THORNTON, FIRE CHIEF O’CONNELL AND SHERIFF CAPTAIN NORTHRUP.

PLEDGE OF ALLEGIANCE

COMMUNICATIONS FROM THE PUBLIC
Pursuant to the Brown Act, this is the opportunity for members of the public to directly address the Council on any item within the Council’s subject matter jurisdiction. Please note that this is also the time in which members of the public may address the Council on any item on the Consent Calendar. This is not the time for City Council discussion of non-agenda items. After receiving public comments, Council Members, or staff, after being recognized by the Mayor, may briefly respond to statements made by the public or questions posed by the public. In addition, Council Members may ask questions for clarification or make a referral to staff for factual information to be reported back to the Council at a later meeting.

APPROVAL OF THE AGENDA, CONSENT CALENDAR AND WAIVER OF FULL READING OF ORDINANCES This is the time for the City Council to notify the public of any changes to the agenda; such as removal of an agenda item, rearrangement of the agenda, postponement of an agenda item or continuance of an item to a future meeting. This is also the time for the City Council to remove items from the Consent Calendar for individual consideration. Waiver of full reading of ordinances does not take policy action or approve or disapprove any ordinances on the agenda, it simply means that the entire text of the ordinance will not be read.

Regular Meeting of the Calimesa City Council
Meeting Agenda
Monday, August 19, 2024 – 6:00 p.m.

Norton Younglove Multipurpose Senior Center
908 Park Avenue, Calimesa, CA 92320
William Davis, Mayor  Wendy Hewitt, Mayor Pro Tem
Jeff Cervantez, Council Member  John Manly, Council Member  Linda Molina, Council Member Will Kolbow, City Manager  Quinn Barrow, City Attorney The Calimesa City Council will be conducting this meeting in the Norton Younglove Senior Center. Members of the public may attend this meeting in person at the Norton Younglove Senior Center, 908 Park Avenue, Calimesa, CA 92320, or the public may view the City Council meetings live at https://www.youtube.com/@calimesacity900/live beginning at 6:00 p.m.

Submission of Public Comments: Public comment will be allowed by completing a speaker slip and providing it to the City Clerk at the meeting. Please observe a time limit of three (3) minutes when giving your presentation. When called upon, please step forward to the microphone, state your name for the record, whom you represent and any statement you wish to make. Please be advised that you may not defer your three (3) minutes to another speaker.

In compliance with the Americans with Disabilities Act, if you need special assistance to participate in a City meeting or other services offered by this City, please contact the City Clerk’s Office, (909) 795-9801. Notification of at least 48 hours prior to the meeting or time when services are needed will assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service. Any public writings distributed by the City to at least a majority of the Council Members regarding any item on this regular meeting agenda will be made available at the public counter at City Hall located at 908 Park Avenue, Calimesa, CA 92320.

Regular Meeting of the Calimesa City Council
Monday, August 19, 2024

RECOMMENDATION: Move to approve the agenda and consent calendar Motion________________________ Second_______________________ Vote___________________________ CONSENT CALENDAR (Items 1 – 8)
The following items on the Consent Calendar are routine and customary items and are enacted by a single motion, with the exception of items previously removed during “Approval of the Agenda” for individual consideration. Any items removed shall be individually considered immediately after taking action on the Consent Calendar.

1. APPROVAL OF CITY COUNCIL ACTION MINUTES.
a) City Council action minutes of August 5, 2024 regular meeting b) City Council action minutes of July 15, 2024 regular meeting

2. RECEIVE AND FILE CITY COMMISSION & BOARD MINUTES.
a) Parks, Trails & Comm. Services Comm. action minutes of June 12, 2024 special meeting. b) Planning Commission action minutes of July 22, 2024 special meeting.

3. APPROVAL OF WARRANT REGISTERS.
a) Check Register Report with a total of $756,716.21(Check Nos. 42297 to 42377). b) August 15, 2024 Payroll of $129,750.89.

4. COUNCIL TRAVEL EXPENSES.

RECOMMENDATION: That the City Council move to approve the Council Travel Training and Meeting/Mileage Expenses Report through July 31, 2024.

5. TREASURER’S REPORT FOR THE MONTH ENDED JUNE 30, 2024.

RECOMMENDATION: That the City Council receive and file the Investment Report for the month ended June 30, 2024.

6. APPROVE AMMENDED SUPPLEMENTAL AGREEMENT WITH RIVERSIDE COUNTY

DEPARTMENT OF HOUSING AND WORKFORCE SOLUTIONS (HWS) FOR COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) PROJECT NO. 5.CM.04-23, NORTON YOUNGLOVE SENIOR CENTER ADA IMPROVEMENT PHASE III, PROJECT NO 2022-08.

RECOMMENDATION: That the City Council approve an amended Supplemental Agreement with Riverside County Department of Housing and Workforce Solutions (HWS) for Community Development Block Grant (CDBG) Project No. 5.CM.04-23 for the amount of $86,308.50 for the construction of the Norton Younglove Senior Center ADA Improvement Phase III, Project No 2022-

08. 7. JANITORIAL SERVICE CONTRACT.

RECOMMENDATION: That the City Council approve a two-year professional services agreement with Executive Facilities Services, Inc., in an amount not-to-exceed $17,891.77, for janitorial services.

8. CITYWIDE PAVEMENT REHABILITATION PROJECT, PHASE 1 – A CONTRACT AMOUNT INCREASE FOR HARDY & HARPER, INC. TO $2,193,000 INCLUSIVE OF CONTINGENCY AND A CORRESPONDING BUDGET INCREASE OF $48,000 FOR THE PROJECT FUNDED FROM THE RESERVES OF THE CAPITAL PROJECT FUND.

RECOMMENDATION: That the City Council adopt Resolution 2024-50 a Resolution of the City Council of the City of Calimesa, California, a contract amount increase for Hardy & Harper, Inc. from $2,101,009.68 up to $2,193,000 inclusive of contingency for additional work to the Citywide Pavement Rehabilitation Project, Phase 1 and a corresponding budget increase of $48,000 for the project, funded from the reserves in the Capital Project fund.

Regular Meeting of the Calimesa City Council
Monday, August 19, 2024

CALIMESA CHAMBER OF COMMERCE REPORT

PUBLIC HEARINGS
The order of business for the Public Hearing shall be:

A. Open Public Hearing
B. Staff Presentation
C. Applicant/Representative Presentation
D. Public Testimony
E. Applicant Rebuttal (if necessary)
F. Public Testimony Closed
G. Close Public Hearing
H. Council Discussion
I. Council Motion and Vote
Speakers are encouraged to be brief and remain within the established time limit of three (3) minutes per speaker.

Once the public hearing has been closed, no further testimony will be taken.

9. PUBLIC HEARING: – 1) APPROVAL OF GENERAL PLAN AMENDMENT 21-02, ADOPTING THE CITY OF CALIMESA 6TH CYCLE HOUSING ELEMENT UPDATE AND 2) ORDINANCE 399 FOR ZONE CHANGE 21-01 – AMENDMENT 1, AMENDING CHAPTER 18.20 (RESIDENTIAL ZONE DISTRICTS) AND CHAPTER 18.90 (DEVELOPMENT PLAN REVIEW)

OF THE MUNICIPAL CODE TO CLARIFY THE REVIEW PROCEDURES AND STANDARDS

APPLICABLE TO HOUSING PROJECTS ON SITES SUBJECT TO THE RESIDENTIAL INFILL PRIORITY AREA OVERLAY ZONE (AREA 2) AND TO COMPLY WITH STATE HOUSING

ELEMENT LAW WITH A CATEGORICAL EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (“CEQA”).

RECOMMENDATION: That the City Council:

1. Adopt Resolution 2024-51, approving General Plan Amendment 21-02, adopting the City of Calimesa 6th Cycle Housing Element Update.

2. Waive full reading and introduce Ordinance No. 399 by title only, an Ordinance of the City of Calimesa approving Zone Change 21-01 – Amendment 1, amending Chapter 18.20 (Residential Zone Districts) and Chapter 18.90 (Development Plan Review) of the Municipal Code to clarify the review procedures and standards applicable to housing projects on sites subject to the Residential Infill Priority Area Overlay Zone (Area 2) and to comply with state housing element law to comply with State Housing Element Law..

10. PUBLIC HEARING: Public Hearing –Oak Valley North - A request by BICM Land Holdings, LP for Recommended Approval of Environmental Assessment 22-02 (EA 22-02), General Plan Amendment 22-03 (GPA 22-03), Zone Change 22-01 (ZC 22-01), Development Plan Review (“DPR”) DPR 22-05 and Conditional Use Permit (“CUP”) 22-02 (Building 1 – TPM 38589 parcel 1), DPR 22-06 and CUP 22-03 (Building 2 – TPM 38589 parcel 2), DPR 22-07 and CUP 22-04 (Building 3 – TPM 38589 parcel 3), DPR 22-08 and CUP 22-06 (Building 4 – TPM 38589 parcel 4), DPR 22-09 (Trailer Storage Lot 1 – TPM 38589 parcel 5), DPR 22-10 (Trailer Storage Lot 2 – TPM 38589 parcel 6), Tentative Parcel Map 38589 and Development Agreement 24-01, on a 110.2-acre project site.

RECOMMENDATION: That the City Council open the public hearing and continue it to the City Council Meeting of September 23, 2024, to allow time for the Fair Political Practices Commission (“FPPC”) to provide Mayor Davis and Mayor Pro Tem Hewitt with guidance regarding possible conflicts of interest.

Regular Meeting of the Calimesa City Council
Monday, August 19, 2024

BUSINESS ITEMS

11. APPOINTMENT OF THE LEAGUE OF CALIFORNIA CITIES VOTING DELEGATE REPRESENTING CALIMESA AT THE ANNUAL LEAGUE CONFERENCE.

RECOMMENDATION: That the City Council select a primary voting delegate and an alternate voting delegate who will vote on League issues representing the City of Calimesa at the Annual League of California Cities Conference to be held October 16 – 18, 2024 in Long Beach.

12. ORDINANCE NO. 400 – AMENDMENT TO CALIMESA MUNICIPAL CODE CHAPTER 2.10 (CITY COUNCIL), SECTION 2.10.040 (COMPENSATION) IN ACCORDANCE WITH SENATE BILL 329.

RECOMMENDATION: That the City Council adopt first reading by title only of Ordinance No. 400, an Ordinance of the City of Calimesa amending Calimesa Municipal Code Section 2.10.040 to increase City Council salary pursuant to Senate Bill 329.

MAYOR & COUNCIL MEMBER REPORTING OF COUNTY & REGIONAL MEETINGS/CONFERENCES This is the time for general comments, announcements, reports on meetings attended at public expense as required by AB 1234, requests of staff, and other issues of concern to Council Members may be presented briefly at this time. The Council may not legally take action on any item presented at this time other than to direct staff to investigate a complaint or place an item on a future agenda unless (1) by a majority vote, the Council determines that an emergency situation exists, as defined by Government Code § 54956.5 or (2) by a four-fifths vote, the Council determines that there is a need for immediate action and the need for action arose subsequent to the agenda being posted as required by Government Code § 54954.2(b).

CITY MANAGER COMMENTS & REPORTS

ADJOURNMENT
Adjourn to the Regular Meeting of the City Council on Monday, September 16, 2024 at 6:00 p.m.

City Council Meeting
Agenda Report
Agenda Item No. 1
SUBJECT: APPROVAL OF CITY COUNCIL MEETING MINUTES
MEETING DATE: August 19, 2024
PREPARED BY: Darlene Gerdes, Deputy City Manager/City Clerk RECOMMENDATION: That the City Council approve the action minutes as presented for the Regular City Council meeting of July 15, 2024 and the Regular City Council meeting of August 5, 2024.

ATTACHMENTS:

Attachment A: City Council action minutes of July 15, 2024 regular meeting.

Attachment B: City Council action minutes of August 5, 2024 regular meeting.

City Council Meeting
Agenda Report
Agenda Item No. 2
SUBJECT: APPROVAL OF COMMISSION MEETING MINUTES
MEETING DATE: August 19, 2024
PREPARED BY: Darlene Gerdes, Deputy City Manager/City Clerk RECOMMENDATION: That the City Council approve the action minutes as presented for the Parks, Trails & Community Services Commission special meeting of June 12, 2024 and the Planning Commission special meeting of July 22, 2024.

ATTACHMENTS:

Attachment A: Parks, Trails & Community Services Commission action minutes of special meeting of June 12, 2024.

Attachment B: Planning Commission action minutes of a special meeting of July 22, 2024

City Council Meeting
Agenda Report
Agenda Item No. 3
SUBJECT: APPROVAL OF WARRANT REGISTER
MEETING DATE: August 19, 2024
PREPARED BY: Celeste Reid, Finance Director
RECOMMENDATION: That the City Council approve the Warrant Register as presented.

SUMMARY: The attached Check Register Report for City Council’s approval is as follows:
a) Check Register Report with a total of $756,716.21 (Check Nos.42297-42377) b) August 15, 2024 Payroll of $129,750.89

City Council Meeting
Agenda Report
Agenda Item No. 4
SUBJECT: COUNCIL TRAVEL, TRAINING AND MEETING/MILEAGE

EXPENSES
MEETING DATE: August 19, 2024
PREPARED BY: Darlene Gerdes, Deputy City Manager/City Clerk RECOMMENDATION: That the City Council approve the Council Travel, Training and Meeting/Mileage Expenses Report through July 31, 2024.

ATTACHMENTS:

Attachment A: Council Travel, Training and Meeting/Mileage Expenses Report through July 31, 2024.

FISCAL YEAR 2024-25

COUNCIL TRAVEL AND MEETING/MILEAGE EXPENSES
ATTACHMENT 4A
MEETING/MILEAGE 01-1100-7590

DATE DESCRIPTION AMOUNT DATE DESCRIPTION AMOUNT
TOTAL TRAVEL/TRAINING $ - TOTAL MEETING/MILEAGE $ -
REMAINING BALANCE $ 1,450.00 REMAINING BALANCE $ 600.00 MEETING/MILEAGE 01-1100-7590

DATE DESCRIPTION AMOUNT DATE DESCRIPTION AMOUNT
8-Jul Cal Cities Riverside Division Mtg $ 60.00
TOTAL TRAVEL/TRAINING $ - TOTAL MEETING/MILEAGE $ 60.00 REMAINING BALANCE $ 1,450.00 REMAINING BALANCE $ 540.00

JEFF CERVANTEZ TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 01-1100-7585

WENDY HEWITT TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 01-1100-7585

FISCAL YEAR 2024-25

COUNCIL TRAVEL AND MEETING/MILEAGE EXPENSES
ATTACHMENT 4A
MEETING/MILEAGE 01-1100-7590

DATE DESCRIPTION AMOUNT DATE DESCRIPTION AMOUNT
TOTAL TRAVEL/TRAINING $ - TOTAL MEETING/MILEAGE $ -
REMAINING BALANCE $ 1,900.00 REMAINING BALANCE $ 600.00 MEETING/MILEAGE 01-1100-7590

DATE DESCRIPTION AMOUNT DATE DESCRIPTION AMOUNT
8-Jul Cal Cites Riverside Division Mtg $ 60.00
TOTAL TRAVEL/TRAINING $ - TOTAL MEETING/MILEAGE $ 60.00 REMAINING BALANCE $ 1,450.00 REMAINING BALANCE $ 540.00

LINDA MOLINA TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 01-1100-7585

BILL DAVIS TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 01-1100-7585

FISCAL YEAR 2024-25

COUNCIL TRAVEL AND MEETING/MILEAGE EXPENSES
ATTACHMENT 4A
MEETING/MILEAGE 01-1100-7590

DATE DESCRIPTION AMOUNT DESCRIPTION AMOUNT
TOTAL TRAVEL/TRAINING $ - TOTAL MEETING/MILEAGE $ -
REMAINING BALANCE $ 1,450.00 REMAINING BALANCE $ 600.00

JOHN MANLY TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 01-1100-7585

City Council Meeting
Agenda Report
Agenda Item No. 5
SUBJECT: TREASURER’S REPORT FOR THE MONTH ENDED
JUNE 30, 2024
MEETING DATE: August 19, 2024
PREPARED BY: Celeste Reid, Finance Director and Treasurer RECOMMENDATION: That the City Council receive and file the Investment Report for the month ended June 30, 2024.

BACKGROUND: Pursuant to Council Resolution No. 2023-68 approved on November 6, 2023, the monthly Treasurer’s Report is hereby submitted. The report complies with the aforementioned Council resolution, as well as Government Code Section 53646.

DISCUSSION: The investment report provides information in accordance with the Investment Policy approved by Council Resolution No. 2023-68. Information includes the reporting of realized and unrealized gain and loss activity for the respective month of reporting. Generally, unrealized gains and losses are the day-to-day increases or decreases in an assets value. Until an investment is sold for cash, the gains or losses remain unrealized. Realized gains and losses reflect the results of selling of investments and are the difference between the cost basis and the market value as of the transaction date of sale. The City will continually have reportable changes of unrealized gain and loss activity between cost basis and market value as underlying investments are subject to the variability of market conditions. Staff evaluates investment options on an ongoing basis to ensure reasonable access to funds and reserves are set aside to maintain availability of cash position for general operations and capital assets.

Significant transactions during the month include transfers of $2,000,000 on June 12, 2024, from the General Fund checking account to LAIF Investment account and $500,000 on June 21,2024 from the LAIF Investment account to the General Fund checking account.

FISCAL IMPACT: Revenue was recognized for interest and dividend earnings, $14,773 for the Certificate of Deposit, and $9,825 for CFD and Successor Agency funds.

ATTACHMENTS:

Attachment A: Treasurer’s Report for the month ended June 30, 2024.

City Council Meeting
Agenda Report
Agenda Item No. 6
SUBJECT: APPROVE AMMENDED SUPPLEMENTAL AGREEMENT WITH

RIVERSIDE COUNTY DEPARTMENT OF HOUSING AND

WORKFORCE SOLUTIONS (HWS) FOR COMMUNITY
DEVELOPMENT BLOCK GRANT (CDBG) PROJECT NO. 5.CM.04-
23, NORTON YOUNGLOVE SENIOR CENTER ADA
IMPROVEMENT PHASE III, PROJECT NO 2022-08.

MEETING DATE: August 19, 2024
PREPARED BY: Will Kolbow, City Manager
Margaret Monson, Public Works Director
RECOMMENDATION: That the City Council approve an amended Supplemental Agreement with Riverside County Department of Housing and Workforce Solutions (HWS) for Community Development Block Grant (CDBG) Project No. 5.CM.04-23 for the amount of $86,308.50 for the construction of the Norton Younglove Senior Center ADA Improvement Phase III, Project No 2022-

08. BACKGROUND: The City Council approved an application for funding from the federal Community Development Block Grant (CDBG) and a plan for the Norton Younglove Senior Center ADA Improvement Phase III Project No 2022-08 (Project) December 19, 2023, including the original Supplemental Agreement. This plan provided an ADA accessible walkway from the existing Senior Center to the City Hall, ADA accessible walkway to the front entrance of the Senior Center and ADA accessible parking space in front of City Hall. The original agreement with HWS for award of CDBG funding was $32,722. The agreement was fully executed and an Authorization to incur costs was issued in January of 2024.

DISCUSSION: On April 1, 2024, City Council awarded a contract for construction to Bella Kai Construction for the amount of $37,507. At the same time, staff requested, and the City Council approved the use of additional funding from HWS to cover design and management costs. HWS allowed for the advance of the City’s CDBG Program Income Balance to cover the difference.

FISCAL IMPACT: Council approved a preliminary construction budget of $71,707. The existing CDBG funding is $32,722. Staff has requested and received approval for the City’s CDBG Program Income Balance to be applied for the cost of design, project management, construction, contingency and construction management shortfall from HWS. The agreement with HWS for additional funding has been approved by the County Board of Supervisors. Staff recommends approval of the agreement.

ATTACHMENTS:

Attachment A: HWS Supplemental Agreement
Attachment B: Final Amended Exhibit A 5.CM.04-23








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EXHIBIT A- Amendment
File No.: 5.CM.04-23

SUPPLEMENTAL AGREEMENT

SCOPE OF WORK
(NON-PUBLIC SERVICE)
I. GENERAL INFORMATION
CITY NAME: City of Calimesa UEI #: LGKAFGWH22K3
ADDRESS: 908 Park Avenue
Calimesa, CA 92320
PROGRAM CONTACTS: Will Kolbow, City Manager
PHONE: 909-795-9801 FAX: (909) 795-4399
E-MAIL: [email protected]
PROJECT NAME: Norton Younglove Senior Center ADA Improvements Project Phase III PROJECT LOCATION: 908 Park Ave., Calimesa CA 92320
LEVEL OF ENVIRONMENTAL CLEARANCE: Categorical Exclusion §58.35(a)(1) CDBG ELIGIBILITY CODE: 570.201 (c)
PROJECT FUNDING SUMMARY: $86,308.50.

Project to be administered by County (HWS) on behalf of City: YES NO II. SCOPE OF SERVICE
A. Activities
City will be responsible for administering a 2023-2024 Community Development Block Grant for the Norton Younglove Senior Center ADA Improvements Project Phase III in a manner satisfactory to the County of Riverside and consistent with any standards required as a condition of providing these funds.

Such program will include the following activities eligible under the Community Development Block Grant program:

Activity #1 The City of Calimesa will use CDBG funds associated with the construction of ADA improvements to the Norton Younglove Senior Center. All improvements are recommended in the City’s ADA Transition Plan Report. CDBG funds will be used to pay for the design, construction, project management, compliance monitoring, inspection, and other related expenses.

Attachment 6B
EXHIBIT A- Amendment
File No.: 5.CM.04-23

B. National Objective
All activities funded with CDBG funds must comply with one of more of the CDBG program’s National Objective Criteria as required under 24 CFR 570.200(a)(2). City certifies that the activity(ies) carried out under this Agreement will meet the following National Objective:

National Objective Criteria: 570.208 (a)(2)(i)(A)
CFR Reference: Low Mod Limited Clientele Presumed
C. Levels of Accomplishment – Goals and Performance Measures The City agrees to implement and complete the following activity(ies):

Activity #1 Perform ADA upgrades to the Norton Younglove Senior Center Activity #2 Design, construction, project management, compliance monitoring, inspection, and other related expenses

CPD OUTCOME PERFORMANCE MEASUREMENT
Objectives (select one): Creating Suitable Living Environments Providing Decent Affordable Housing
Creating Economic Opportunities
Outcome (select one): Availability/Accessibility
Affordability
Sustainability (promoting livable or viable communities) D. City Capacity
By executing this Supplemental Agreement, the City certifies that it has the appropriate number of trained and knowledgeable staff, adequate facilities, proper equipment, required licensing and permitting, and sufficient amount of financial resources necessary to implement and carry out the activities funded with CDBG funds.

City will immediately notify County of any significant changes in organizational management, assigned staff, change in facilities, loss or change in matching funds, or any other event that could potentially impact the City or subrecipient’s performance under this Agreement.

Any changes in the above items are subject to the prior approval of the County.

E. Performance Monitoring
The County of Riverside will monitor the performance of the City and its subrecipients against goals and performance standards as stated above. Substandard performance as determined by the County will constitute noncompliance with this Agreement. If action to correct such substandard performance is not taken by the City within a reasonable period of time after being notified by the County, contract suspension or termination procedures will be initiated.

EXHIBIT A- Amendment
File No.: 5.CM.04-23

F. Program Budget
It is expressly agreed and understood that the total amount to be paid by the County under this Agreement shall not exceed $86,308.50 Drawdowns for the payment of eligible expenses shall be made against the line item budgets specified in this Section and in accordance with performance. Payments may be contingent upon certification of the Subrecipient’s financial management system in accordance with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200).

The County may require a more detailed budget breakdown than the one contained herein, and the City shall provide such supplementary budget information in a timely fashion in the form and content prescribed by the County. Any amendments to the budget must be approved in writing by both the County and City.

Line Item CDBG Granted
Funds
Total of NonCDBG Funds Total Activity/Project
Budget
Notes
Design/Engineering Costs X X X
Project Administration Costs X X
Construction Costs X X
Acquisition Costs

Relocations Costs

Capital Equipment Costs

Code Enforcement

Clearance

Interim Assistance

Indirect Costs:

TOTAL CDBG BUDGET $86,308.50 $50,000 $136,308.50

EXHIBIT A- Amendment
File No.: 5.CM.04-23

G. Total Amount of Non- CDBG Leveraging

TYPE SOURCE AMOUNT SOURCE AMOUNT SOURCE AMOUNT TOTAL
FEDERAL CDBG PI $40,000 $40,000
STATE/LOCAL City funds $10,000 $10,000

PRIVATE
OTHER
TOTAL: _$50,000_
III. ADMINISTRATIVE REQUIREMENTS
A. Accounting Standards
The City agrees to comply with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200) and agrees to adhere to the accounting principles and procedures required therein, utilize adequate internal controls, and maintain necessary source documentation for all costs incurred.

B. Cost Principles
The City shall administer its program in conformance with the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (2 CFR Part 200).

These principles shall be applied for all costs incurred whether charged on a direct or indirect basis.

C. Documentation and Record Keeping

1. Records to be Maintained
The Subrecipient shall maintain all records required by the Federal regulations specified in 24 CFR 570.506 that are pertinent to the activities to be funded under this Agreement. Such records shall include but not be limited to:
i. Records providing a full description of each activity undertaken; ii. Records demonstrating that each activity undertaken meets one of the National Objectives of the CDBG program
iii. Records required to determine the eligibility of activities; iv. Records required to document the acquisition, improvement, use or disposition of real property acquired or improved with CDBG assistance;
v. Records documenting compliance with the fair housing and equal opportunity components of the CDBG program;
vi. Financial records as required by 24 CFR 570.502, and 2 CFR 200; and vii. Other records necessary to document compliance with Subpart K of 24 CFR Part 570.

EXHIBIT A- Amendment
File No.: 5.CM.04-23

2. Records Retention
The City shall retain all CDBG-related financial records, supporting documents, contracts, and agreements for a period of four (4) years. The retention period begins on the date of the submission of the County’s annual performance and evaluation report to HUD in which the activities assisted under the Agreement are reported for the final time. The City will retain all National Objective documentation, including low-moderate income certification, ethnicity, and other pertinent data for a period of four (4) years after submission of the County’s annual performance and evaluation report to HUD.

Notwithstanding the above, if there is litigation, claims, audits, negotiations or other actions that involve any of the records cited and that have started before the expiration of the four-year period, then such records must be retained until completion of the actions and resolution of all issues.

3. Client Data
The City shall maintain client data demonstrating client eligibility for services provided. Such data shall include, but not be limited to, client name, address, income level or other basis for determining eligibility, and description of service provided. Such information shall be made available to County monitors or their designees for review upon request.

4. Disclosure
The City understands that client information collected under this contract is private and the use or disclosure of such information, when not directly connected with the administration of the County’s or City’s responsibilities with respect to services provided under this contract, is prohibited by applicable federal and State law unless written consent is obtained from such person receiving service and, in the case of a minor, that of a responsible parent/guardian.

5. Close-outs
The City’s obligation to the County shall not end until all close-out requirements are completed.

Activities during this close-out period shall include, but are not limited to: making final payments, disposing of program assets (including the return of all unused materials, equipment, unspent cash advances, program income balances, and accounts receivable to the County), and determining the custodianship of records. Notwithstanding the foregoing, the terms of this Agreement shall remain in effect during any period that the City has control over CDBG funds, including program income.

6. Audits & Inspections
All City records with respect to any matters covered by this Agreement shall be made available to the County, HUD, and the Controller General of the United States or any of their authorized representatives, at any time during normal business hours, as often as deemed necessary, to audit, examine, and make excerpts or transcripts of all relevant data. Any deficiencies noted in audit reports must be fully cleared by the City within 30 days after receipt by the City. Failure of the City to comply with the above audit requirements will constitute a violation of this contract and may result in the withholding of future payments. The City hereby agrees to have an annual agency audit conducted in accordance with current County policy concerning subrecipient audits the Single Audit Act, and the Office of Management and Budget (OMB) Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Costs Principles, and Audit Requirements for Federal Awards (Uniform Guidance).

EXHIBIT A- Amendment
File No.: 5.CM.04-23

IV. PROJECT IMPLEMENTATION AND SCHEDULE
Unless pre-approved by County, City will perform and complete the activities described in Section II in conformance with the schedule of tasks and milestones listed below:

Tasks / Milestone Start Date Completion Date
Complete CDBG Training September 2023 September 2023
Implement Project Activities Upon Notification from HWS Execute Supplemental Agreement September 2023 January 2024 & Notice to Incur Cost
Tasks / Milestone Start Date Completion Date
Submit Quarterly Performance Reports to County October 2023 Through June 2025 County Monitoring of City Program/Performance To be determined by Program Manager Specific Project Activities

1. City executes Supplemental Agreement; receives Authorization to Incur Cost letter

2. City prepares final construction documents (incorporating Special Federal Provisions) for HWS review and approval

3. HWS authorizes City to advertise for bids

4. HWS reviews and approves bidding process

5. City awards construction contract

6. City and HWS conduct “pre-construction meeting”

7. HWS authorizes City to issue “Notice to Proceed”
City Submits Reimbursement Requests
Monthly Submittal
Other Schedule To be determined by Program Manager
CDBG-funded Project Complete June 15, 2025

V. SPECIAL CONDITIONS /PERFORMANCE REQUIREMENTS
The City must follow proper procurement and construction policies and procedures of the City and CDBG regulations. Construction shall commence using CDBG funding with a Notice to Proceed.

Commented [SP1]: Is it necessary to update dates?
Commented [VDA2R1]: Historically we do not change
these dates when we amend agreements as the activities were completed on those dates and are still relevant.

EXHIBIT A- Amendment
File No.: 5.CM.04-23

A pre-construction meeting is required. The City must contact the CDBG Program Manager for review before submitting RFP, construction activity, or cost without prior written approval. The County must be contacted 10 (ten) days in advance for attendance of the Pre-Construction meeting.

Original signed Certified payrolls are to be submitted on a weekly basis to the HWS-CDBG program manager once construction starts.

City Council Meeting
Agenda Report
Agenda Item No. 7
SUBJECT: JANITORIAL SERVICE CONTRACT
MEETING DATE: August 19, 2024
PREPARED BY: Will Kolbow, City Manager
Margaret Monson, Director of Public Works
RECOMMENDATION: That the City Council approve a two-year professional services agreement with Executive Facilities Services, Inc., in an amount not-to-exceed $17,891.77, for janitorial services.

BACKGROUND/DISCUSSION: The addition of new streets, traffic signals, storm drains, parks and City events has caused a strain in time for the 4 members of the Public Works street crew. The City of Calimesa Public Works Department and City Manager determined in order to maintain the level of service for street and park maintenance, the janitorial service for the City Hall, Community Development Annex, Public Works office and the Senior Center including the Sherriff’s office should be contracted out. Removing these daily janitorial service requirements from the Public Works street crew will allow the crew needed time to focus on their public works responsibilities. Public Works staff will manage and inspect the services provided under the agreement. Additional services will be used as needed annually and may include carpet, floor, and window cleaning at the previously mentioned sites.

Staff solicited quotes from 3 different janitorial companies and recommends the City enter into a janitorial services agreement with the lowest bidder, Executive Facilities Services, Inc., which also provides janitorial services for the County at the Calimesa Library. A breakdown of the janitorial services quotes received are summarized in the following chart:

Janitorial Services Quotes
Bidder Company Name Service Cost
Additional
Services Cost
Executive Services City Hall $ 375.50 carpets $ 701.64
Senior Center $ 458.94 floors $ 1,422.21
Public Works Dept $ 208.61 windows $ 748.00
Planning Dept. $ 208.61
Monthly total $ 1,251.66
Annual total $ 15,019.92 Annual total $ 2,871.85
Sunshine Janitorial City Hall carpets $ 990.00
Senior Center windows $ 850.00

Public Works Dept blinds $ 665.00
Planning Dept.

Monthly total $ 4,350.00 Annual total $ 2,505.00
Annual total $ 52,200
Merchants Building
Maintenance City Hall $ 394.41 -- --
Senior Center $ 551.64
Public Works Dept $ 232.79
Planning Dept. $ 232.79
Monthly total $ 1,411.63
Annual total $ 16,939.56
FISCAL IMPACT: Executive Facilities Services, Inc. proposes performance of the janitorial services at a monthly rate of $1,251.66 with potential additional services as detailed above for $2,871.85 for a not-to-exceed annual cost of $17,891.77.

Currently, public works staff provide the same janitorial services at the City Hall Complex as listed in the scope of services. The cost of staff time for these services are as follows:

Daily Staff Hours 3
Average Fully Loaded
Staff Hourly Cost* $62.5
Daily Staff Cost $187.5
Weekly Staff Cost $750
Monthly Staff Cost $3000
Annual Staff Cost $36,000
*Fully loaded includes all benefits and City expenses translated into an hourly rate.

Consequently, the City will realize a savings of $20,980.08 by entering an agreement with Executive Facilities Services, Inc. for the same janitorial services as currently provided by public works staff.

Doing so will allow the public works staff to devote its time to street and park maintenance. The approved FY 2024-25 Public Works Department budget has sufficient funding of $17,891.77 available for this service contract.

ATTACHMENTS:

Attachment A: Executive Facilities Services, Inc. Quote And Scope Of Services Attachment B: Sunshine Janitorial Quote
Attachment C: Merchants Building Maintenance Quote
Attachment D: Agreement

CITY OF CALIMESA
JANITORIAL SERVICES FOR:

CALIMESA CITY HALL

CALIMESA SENIOR CENTER

CALIMESA PUBLIC WORKS

CALIMESA PLANNING DEPARTMENT
908 PARKS AVE
CALIMESA, CA 92320
5/13/24
Key Indicators:
7,802 Cleanable Square Feet
Restroom Service, Trash Removal, Desk Cleaning serviced 4x/week Full Janitorial Service 1x/week
Optional: Quotes provided for Carpet, Floor, and Window Cleaning City Hall $ 375.50
Senior Center: $ 458.94
Public Works Department: $ 208.61
Planning Department: $208.61

Attachment 7A
AS NEEDED QUOTES:

Carpet Cleaning:

City Hall: $ 216.69
Senior Center: $ 151.70
Public Works: $ 150.06
Planning Dept: $ 183.19
*All carpet cleaning will be performed with hot water extraction method
Floor Cleaning:

City Hall: $ 231.73
Senior Center: $1,190.48
Public Works: N/A (No Floors)
Planning Dept: N/A (No Floors)
*All floors to be machine scrubbed to remove embedded dirt and grime
Window Cleaning:

City Hall: $ 170.00
Senior Center: $ 425.00
Public Works: $ 102.00
Planning Dept: $ 51.00

EFS – 10-22

JANITORIAL AND DAY PORTER SCOPE OF WORK

JANITORIAL SCOPE OF WORK

JANITORIAL NAMED AREAS
A. Lobby, Offices, Conference Rooms and Common Areas
B. Restrooms
C. Lunchrooms

CLEANING SCHEDULE
1) NIGHTLY CLEANING
a. Lobby, Offices, Conference Rooms, and Common Areas
1) All trash receptacles are to be emptied and trash removed to a collection point.
2) Clean and polish drinking fountain(s).
3) Damp wipe all horizontal surfaces to remove coffee rings and spillage as needed.
4) Notify management of any concerns
5) Ensure doors and security systems are properly secured as instructed by the client.
b. Restrooms
1) Stock towels, tissue, and hand soap.
2) Empty sanitary napkin receptacles wipe and sanitize. 3) Empty trash receptacles and wipe if needed.
4) Clean and polish mirrors.
5) Wipe towel cabinet covers.
6) Toilets and urinals are to be cleaned and sanitized inside and outside.

Polish bright work.
7) Toilet seats are to be cleaned on both sides.

EFS – 10-22
8) Scour and sanitize all basins. Polish bright work.
9) Dust partitions, tip of mirrors, and frames.
10) Dust air vents and walls
11) Remove splash marks from walls and around basins.
12) Sweep and Mop restroom floors.
c. Lunchrooms and Kitchen areas
1) All trash receptacles are to be emptied and taken to a collection point. 2) Clean fronts, tops, and sides of trash receptacles as needed. 2) WEEKLY CLEANING
a. All Named Areas
1) Dust all vertical surfaces of desks, file cabinets, chairs, tables, and other office furniture.
2) Thoroughly vacuum all carpeting, taking care to get into corners, along edges, and beneath furniture.
3) Damp mop hard surface floors, taking care to get into corners, along edges and beneath furniture.
4) All trash receptacles are to be emptied and trash removed to a collection point.
5) Vacuum carpet areas making sure to get underneath desks, into corners, and along edges as needed. Executive Services will not be responsible for the removal of staples from carpets.
6) Clean and polish drinking fountain(s).
7) Damp wipe all horizontal surfaces to remove coffee rings and spillage as needed.
8) Dust mop hard surface floors with a treated dust mop. 9) Damp mop hard surface floors to remove any spillage from soiled areas.
10) Damp wipe entrance metal and fingerprints on entrance glass. 11) Damp wipe and polish metal rails on lobby stairs

EFS – 10-22
12) Spot clean partition glass.
13) Notify management of any concerns
14) Ensure doors and security systems are properly secured as instructed by the client.
3) MONTHLY CLEANING
a. All Named Areas
1) Complete all high dusting not reached in the above-mentioned cleaning.
2) Remove fingerprints and marks from around light switches and door frames.
4) OTHER SERVICES
a. Defective or inoperable building equipment will be brought to the attention of CLIENT, for example:
1) Leakage or problem plumbing
2) Defective lights or lighting
3) Doors and/or gates not properly secured
4) Other unusual circumstances that might affect the security, maintenance or effectiveness of the facility.
b. Janitor closets, equipment, and materials will be kept in a neat, clean, and orderly condition at all times.
.

Proposal
Calimesa City Hall
908 Park Ave,
Calimesa, CA 92320
Monthly service for 4 times per week (Monday-Thursday)
cleaning of Calimesa City Hall, Senior Center, Planning & Public Works buildings and Police Officers offices.
*Excludes the Lunchroom cooking areas and secretary offices (behind closed doors)
Monthly $4,350
Carpet Shampooing of all carpets throughout Calimesa City Hall, Senior Center, Planning & Public Works buildings.

Total: $990
Window Cleaning service of all windows throughout Calimesa City Hall, Senior Center, Planning & Public Works buildings. *Includes lower level of Senior Center windows only
Total: $850
Wash clean all blinds throughout Calimesa City Hall, Senior Center, Planning & Public Works buildings, best possible.

Total: $665

Attachment 7B
1 | P a g e

Attachment 7C
2 | P a g e
Robert Hagan
908 Park Avenue
Calimesa, CA 92320
Dear Robert,
We are pleased to submit the following proposal for janitorial services at your facility. We believe this proposal offers you a high-quality cost-effective solution to your janitorial program.

Merchants Building Maintenance has wide-ranging experience in servicing a broad commercial real estate customer base, and we can be an excellent partner for the City of Calimesa. Our management and quality control teams do all that they can to exceed your expectations and take pride in the satisfaction of our customers.

If there is any additional information we may provide, please do not hesitate to contact us. All of us at Merchants Building Maintenance look forward to the opportunity of working with you.

Sincerely,
Rogie Meza
Operations Manager
(909) 817-6419
[email protected]
Merchants Building Maintenance, LLC
1995 W Holt Ave
Pomona, CA 91768
(909) 622-8260

3 | P a g e
Merchants Building Maintenance is a family owned and
operated company with more than 5,000 employees
and annual sales of more than 75 million dollars.

Merchants is one of the largest janitorial service
companies in the west. Our size and scope allow us to
be cost effective while our commitment to quality and
service make us exceptional.

Merchants is headquartered on the West Coast with
branch offices in nine western states. Our regional
offices enjoy the autonomy that allows them to compete
regionally by using applicable pay rates, benefits and
standards of their unique geographic area. Regional
managers and supervisors are free to determine
strategies and actions that reflect the needs of their
local clients with the support of the home office.

Merchants offers a full complement of
janitorial and window cleaning services. In
addition, our sister companies Merchants
Metal and Stone Restoration, Merchants
Engineering, Merchants Environmental and
Merchants Landscaping Services provide our
clients the option of a multitude of services
under one corporate banner.

Since our founding we have committed
ourselves to providing quality service, as a
result we have compiled a portfolio of loyal
and distinguished customers who have
stayed with us year after year.
▪ Founded in 1961
▪ Family owned and operated
▪ 5,000+ Employees
▪ $75,000,000 Annual Sales
We would be happy to introduce you
to our team and give you a firsthand
look at our performance.
“Customer satisfaction and
retention is a true measure of our
success.”

COMPANY OVERVIEW
Our History

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REGIONAL OFFICE LOCATIONS
Los Angeles
606 Monterey Pass Road
Monterey Park, CA 91754
(323) 881-6700
Northern California
852 66th Avenue
Oakland, CA 94621
(510) 957-0129
Texas
845 Isom Road
San Antonio, TX 78201
(858) 455-0163
Inland Empire
1995 W. Holt Avenue
Pomona, CA 91768
(909) 622-8260
Fresno
4747 N Bendel Ave, Ste 104
Fresno, CA 93722
(323) 881-6700
Utah
3030 South Main Street # 600
Salt Lake City, UT 84115
(801) 486-5822
Orange County
1639-C East Edinger Avenue
Santa Ana, CA 92705
(714) 973-9272
New Mexico
3700 Osuna Road NE
Albuquerque, NM 87109
(505) 377-3593
Arizona
1221 East Washington Street
Phoenix, AZ 85034
(602) 254-3646
San Diego
9555 Distribution Ave, Ste 102
San Diego, CA 92121
(858) 455-0163
Las Vegas
3021 S. Valley View Blvd.

Las Vegas, NV 89102
(702) 384-3360
Colorado
7000 E 58th Avenue #1
Commerce City, CO 80211
(303) 615-9310

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OUR CERTIFICATES
Women Owned Business Certification
Merchants Building Maintenance is certified as
a Women-Owned Business by the Women’s
Business Enterprise National Council.

WBENC's world-class certification is accepted
by more than 1,000 corporations representing
America's most prestigious brands, in addition
to many states, cities and other entities.

WBENC Certification validates that a business
is 51 percent owned, controlled, operated, and
managed by a woman or women. To achieve
WBENC Certification, women owned
businesses complete a formal documentation
and site visit process which is administered by
one of WBENC's 14 regional partner
organizations.

CIMS & CIMS Green Building Certification with Honors
Merchants Building Maintenance has been
awarded both CIMS and CIMS Green Building
Certification with Honors. With these
certifications, Merchants has established its
capability to deliver not only consistent quality
service but also to provide green cleaning
services and help customers achieve points
under the LEED Green Building Rating System.

These certifications give us the tools and
programs to boost productivity while continuing to
provide high quality, sustainable services that
protect occupant health and meet customer
demands. Our CIMS certifications help us better
run our contract cleaning service by positioning
our employees as experts in their field.

6 | P a g e
In order to deliver a consistently valuable service
to our customers, we believe we must “inspect
what you expect.” We provide incentives to all
levels of our organization to help foster a culture
of quality service. We set high standards and
continually measure our performance to maintain
those standards. We utilize advanced and refined
processes to deliver high quality cleaning to each
of our clients.

In addition to our ongoing management and
supervision, Regular Daytime Inspections are
conducted by one of our full-time quality control
representatives on as frequent of a basis as the
client requires, whether that be weekly, monthly or
quarterly. The result of these inspections, along
with any comments by your personnel or tenants,
will be reported immediately to management for
our prompt action and follow through.

Our quality control inspectors are independent of line management and supervision. This independence allows them to be as objective as possible in their assessment of the quality of the service.

The completed Quality Control Form is submitted
to the Branch Manager, Regional Operations
Manager and Regional Vice President of
Merchants after each visit to your facility. Our
management then evaluates the information and
takes any corrective actions that may be needed
to rectify any areas of concern.

Our Quality Control Inspectors communicate
directly with your tenants or personnel and make
sure that their concerns are addressed before they
become a problem. Their requests are noted on
the report which can be made available to you so
that you are aware of them.

QUALITY CONTROL FORM
Our Quality Control Form is specially created to meet the needs of each customer location. Each of our employees is educated on the quality control procedures to keep the level of service and communication to our standards. We carefully document all processes of the site inspection to ensure the quality of our services.

QUALITY CONTROL & PERFORMANCE
We Inspect What You Expect

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Our employees use emails, phone calls, and personal visits to respond to tenant and managements’ requests, to document concerns and work completed or work to be completed. Our field personnel have smartphones for prompt notification and action response time. These reports can be requested and sent within minutes via email or fax, whichever is preferred by our customers.

We use WinTeam for our tracking, reporting
and accounting. This software is designed
specifically for building service contractors.

The system includes modules for payroll,
supplies, job costing and work scheduling. We
provide our on-site management with computer
hardware and software in order to operate with
optimal efficiency.

With these tools on-site, we can be more
responsive and have better control over
periodic cleaning tasks. The results of these
inspections are normally reviewed with the
Branch Manager and then input into our
inspection system to be posted to the online
spreadsheet.

These reports are reviewed with the area
management and supervision and are followed
up on that night.

QUALITY CONTROL & PERFORMANCE
Inspections & Reporting

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We enter and track work orders from inception to completion. The status of open requests that are scheduled can be reviewed and updated in real time via smartphone or computer. Work orders are generated and dispatched by our staff via email to be sent to our on-site management and supervision.

Once the work order is completed, it can be closed immediately within the field.

TRACKING ACCOUNTABILITY PERIODIC SERVICES ITINERARY
All work requests clearly define who is responsible
for the work and the time that is involved in
completion. All requests are time stamped, and
automatic escalations are triggered by that time,
notifying management.

This report provides an itinerary of all the
upcoming periodic cleaning tasks for the Project
Management Team. It is an invaluable tool for
making sure that these scheduled tasks are
completed. A copy of this report is kept on-site in
the log book with a copy sent to your office and
our corporate office.

COMMUNICATION
As the requested cleaning tasks are completed
and work orders are closed, the reporting system
is updated. Supervisory personnel follow up on
service issues and requests to ensure all work is
completed to our high standards. Any problems
that emerge from this follow up are immediately
corrected and the communication loop is then
closed only when our customers are absolutely
satisfied.

QUALITY CONTROL & PERFORMANCE
Work Order Tracking

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TEAM CLEANING
The trend in the cleaning industry today is Team
Cleaning. In team cleaning, individuals are
specialists. Each member is responsible for a
specific duty rather than performing the removal of
trash, dusting, vacuuming, and restroom cleaning
within a given area or zone. Within a building, a
group of specialists moves through in a systematic
method performing specific cleaning tasks. Although
there are four types of specialists, a team can be
comprised of the appropriate number of specialists
for the building’s size and cleaning specifications.

The objective is to build a synergistic team that
blends resources to accomplish an organization’s
goal.

The team’s focus is to enhance the image of the
facility while simultaneously cleaning effectively,
efficiently, and safely.

Each team member is assigned specific tools
and a job card. The job card lists cleaning tasks,
core areas for detail work, designated times, and
the specialist’s job description (see enclosed).

Each member has a thorough knowledge of
his/her functions and responsibilities. As they
move through the building, each member is
checking and being checked to reduce the
number one complaint - missed trash
receptacles.

LESS TRAINING DOUBLE-CHECK SYSTEM
Educating team cleaning specialists requires onefourth the time of normal training. The cleaning worker has a limited number of duties to learn and
can develop efficiency. Furthermore, when a person
is absent, the supervisor only needs to demonstrate
the duties of the missing specialist. In zone cleaning, a supervisor must teach each new person every task
involved in the building.

Team members are checking each other’s work
as they clean. For example, the Vacuum
Specialist follows the Light Duty Specialist and
will check for missed trash cans before
vacuuming the room. The odds that two
members of a team will miss a task are minimal.

MOTIVATION
Custodians are alone in zone cleaning, but when
the team members are working together, they
cross each other’s paths. There is an opportunity
to communicate and help other members on their
team if there is an extra dirty area or one
member falls behind. The team has a sense of
community, which is reflected in the quality of the
work performed.

LESS WASTED SUPERVISION TIME
If a supervisor needs to find a cleaning worker in the
building, the job card indicates the time and location
of the custodial worker. This is easier than searching
the entire floor or building for individuals. To check
the team-cleaned building, the supervisor spot
checks two floors and a couple restrooms and
he/she can judge the overall quality without checking
the entire building. MORE TIME
Time is the currency of our industry, and
everyone needs more of it. Team cleaning is
faster and allows additional time for other
cleaning functions to enhance the overall image
of the building, or labor hours can be reduced to
enable management to become more
competitive in the marketplace.

COMMUNICATION
Team members communicate more easily and more
often than people working in zones. They are
working together for a common cause, helping each
other accomplish defined objectives.

PERSONNEL PRACTICES
Total Quality Management Approach

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OUR MANAGERS
Merchants management group is a knowledgeable
team with many decades of experience dedicated to
providing efficient, quality performance and
maintenance of our contract obligations. Our
management works closely with all levels of our
supervision and your representative to ensure
customer satisfaction.

Our managers have proven leadership skills
including planning, organizing, leading and
coordinating activities. They establish goals and
focus on communicating those goals to their staff
to accomplish them. Participation in management
techniques, employee relations and hands on
field training are all part of the Merchants
Building Maintenance management program.

OUR SUPERVISORS
Merchants supervisors oversee the productivity and progress of employees who report directly to them.

Supervision is a management activity and supervisors have a management role in the organization. Our supervisors use the following methods to support employees’ efforts:
• Management skills - make decisions, plan, problem solve and delegate. • Organize their department and teams.
• Design new job roles if needed.
• Hire and train new employees.
• Observe employee performance and provide feedback.
• Adhere to personnel practices.

EMPLOYEE RELATIONS MANAGER
Our in-house Employee Relations Manager (ERM) is
designated primarily to the employees in the field.

Open lines of communication are encouraged with
team building in mind as well as individual attention.

The ERM makes frequent site visits and conducts
regular training and is available for clerical questions, problem resolution, translation and general inquiries.

The ERM is also in charge of the ESL (English as
a Second Language) program that is available to
all Merchants employees who may want to
advance their language skills to better
communicate with our clients.

PERSONNEL PRACTICES
Management, Supervision and Quality Control

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Training Topics for Managers, Supervisors, and Cleaners include:
▪ Customer Service
▪ Product Safety Handling
▪ Tools, Equipment, and Supply Management
▪ Problem Resolution
▪ Employee Relations
▪ Management Skills

MANAGEMENT TRAINING SUPERVISOR TRAINING
Each of our managers is trained within the
Merchants Building Maintenance business
guidelines. Participation in management
techniques, employee relations and hands on field
training are all part of the management program.

Our management group is a knowledgeable team
with many decades of experience dedicated to
providing efficient, quality performance and
maintenance of our contract obligations. Our
management works closely with all levels of our
supervision and your representative to ensure
customer satisfaction.

Our supervisor training program is
comprehensive. Cleaners in supervisory positions
participate in ongoing training with our supply
vendors and then bring their knowledge back to
the site and train the individual janitors. We
encourage promotion from within and allow
opportunity for our cleaners to advance to
supervisory positions once evaluated for ability
and desire to do so.

CLEANER TRAINING
Merchants uses an easy to follow format to train
employees on cleaning effectively and safely. Our
Trainer’s guide includes the following steps:

1. Explain - Visual aids as well as live
instruction are given on how to prepare
and be safe for the task about to be
completed.

2. Show - Employees wa tch a live
demonstration from the trainer on how to
properly clean the specific area.

3. Do - Employees get to do the work
themselves with hands on training

4. Review - The work is reviewed and any
additional professional tips are given.

PERSONNEL PRACTICES
Management, Supervision and Quality Control

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HIRING PRACTICES
Selection: Merchants Building Maintenance personnel are carefully screened and selected by our full-time personnel department. Our procedures include contact with prior employers, driving background check and personal interviews. Merchants Building Maintenance is an equal opportunity employer and we participate in affirmative action practices.

SELECTION PROCESS REQUIREMENTS
▪ Completion of MBM application
▪ Completion of right to work in the United States documents ▪ Passing our background check
▪ Passing any addiitonal screenings as requested by our clients

SECURITY RETENTION
Our employees are fully instructed in the proper
use of keys, locked or otherwise secured areas
and any special alarm systems in use at your
facility. We also report any unusual activity or
oversights that we may notice while doing our
regularly scheduled work.

To attract professional workers with a good work
ethic and to ensure employee retention, pay rates
and benefits reflect the highest standards in the
region. All Merchants Building Maintenance
employees receive vacation benefits. In
geographic areas governed by collective
bargaining agreements, benefits include health
coverage, sick leave and pension.

BACKGROUND CHECK POLICY
Merchants performs a background screening on
every employee before they are hired. In order to
be hired by Merchants, our employees must pass
these background investigations. We use an
outside vendor for our background investigations
called Credential Check. The approved applicant
signs the Authorization form that allows Merchants
Building Maintenance to run the background
check.

We run a criminal search through Credential
Check that captures both misdemeanors and
felonies. Our protocol for running these searches
during the hiring process is to search for both
felonies and misdemeanors, and all potential
employees will be screened according to these
practices. All individuals have a National Crime
background investigation done. The National
Crime background examines felony conviction as
well as Registered Sex Offender enrollment.

Additionally, Motor Vehicle reports are a separate
feature of this check and will be run on any of our
employees that will be required to drive company
vehicles at a customer location.

PERSONNEL PRACTICES
Hiring and Background Screening Procedures

PERSONNEL PRACTICES
Hiring & Background Screening Procedures

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MAINTAINING A SAFE AND HEALTHFUL ENVIRONMENT
Creating a safe work environment enables us to realize cost savings which we use to fund our Safety Training Program. The fund pays for our Safety and Training Manager, Worker’s Compensation Bonus, and our Safety Lotto. A partner who understands the value that these systems can add to your facility and operations is crucial to the success of the program.

SAFETY DEPARTMENT SAFETY TRAINING
Our in-house Safety Director is a specialist in the
field of work place safety and is accessible to the
employees and our clients. In addition, he
conducts on-site inspections to guarantee that the
procedures are being administered properly.

All employees receive an employee orientation
and training manual with live instruction and
demonstrations of the procedures.

DRIVER SAFETY PROGRAM
Driver record checks are performed before any
employee begins driving a company vehicle. A
valid driver’s license is a mandatory requirement.

Each vehicle is numbered and is equipped with a
GPS tracker system which is monitored by our
Safety Department.

MONTHLY MEETINGS
Driver record checks are performed before any
employee begins driving a company vehicle. A
valid driver’s license is a mandatory requirement.

Each vehicle is numbered and is equipped with a
GPS tracker system which is monitored by our
Safety Department.

OSHA
To ensure OSHA requirements are being met, we
use and monitor a tracking log at each of our
locations.

SAFETY PROGRAMS
Training & Certifications

SAFETY PROGRAMS
Safety Awards Program

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MERCHANTS SAFETY LOTTO
A cornerstone of our safety awards program is
our Safety Lotto. Every month we distribute
Safety Lotto cards that have a safety message
on top of the card. Our employees sign and
return the bottom of the cards and return that
portion to their supervisor or manager. The cards
are placed in a raffle and the winning cards for
the $50, $100, $250, $500 and $1,000 prizes are
awarded.

The employees are eligible for larger prizes if the
members of their team or branch have not had
an injury in the prior month. This creates an
environment where employees want to work
safely and they also make sure that the other
members of their team work safely.

Every year Merchants Building Maintenance raffles off a new car as well as lots of new computers and cash to our employees.

To be eligible to win, an employee simply needs to have had no injuries in the prior year. This program has been hugely successful at increasing our employee’s awareness of safety on the job. No other cleaning company has a safety awards program that even comes close.

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Carpet Cleaning
Merchants has a variety of carpet care options to best suit the needs of your facility. From carpet shampooing to extraction with our specialized truck mounted extractor, we have the ability to service a wide range of carpet needs.

Green Cleaning
We Make Going Green Easy! Merchants is dedicated to promoting Green Cleaning and helping to create a healthy environment. We are proud to be a member of the U.S. Green Building Council, utilizing products and procedures to earn points toward LEED certification.

Floor Care
Merchants offers a wide range of floor care solutions to our clients. We have a dedicated team of specialized individuals who use state of the art equipment and procedures to provide carpet extraction, hard surface floor care, and pressure washing services.

Window Washing
Merchants Window Washing division safely and effectively cleans and maintains windows with the least disruption to you and your tenants. We also specialize in removal of mineral deposits and this process involves application of a sealer which minimizes recurrence.

Pressure Washing
Merchants has the equipment and specially trained employees to meet all your pressure washing needs. We also offer water reclamation services as a complement to all pressure washing projects.

Merchants
Building
Maintenance Carpet
Cleaning
Green
Cleaning
Floor Care
Window
Washing
Pressure
Washing

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PRICING BREAKDOWN
Janitorial Services Per Month
Job# Description Monthly Current Pricing
2024
City Hall Monthly Janitorial Services (Four times per
week, Monday-Thursday).
$394.41
Planning Monthly Janitorial Services (Four times per
week, Monday-Thursday).
$232.79
Senior Center Monthly Janitorial Services (Four times per week, Monday-Thursday).
$551.64
Public Works Monthly Janitorial Services (Four times per week, Monday-Thursday).
$232.79
Total: $1,411.63

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The above pricing includes all applicable cleaning supplies and equipment, taxes, insurance, vacation time, uniforms, and sick leave. Consumable supplies will be billed separately.

THE INTENT OF THIS SPECIFICATION IS TO ENSURE A HIGH STANDARD OF HOUSEKEEPING FOR City Of Calimesa.

OFFICE AREAS/COMMON AREAS/CONFERENCE’S
DAILY SERVICE – 4 DAYS PER WEEK

1. Empty all waste containers and place trash designated in pick-up areas.

2. Dust desks, chairs, and office furniture with treated dust cloths. (Papers and folders left on desks will be thoroughly dusted around).

3. Remove smudges from doors, door frames, and counters.

4. Return furniture to neat and orderly position.

5. Spot-clean partition glass.

6. Clean counter and floor areas around coffee stations.

7. Clean Lobby/Main Entrance.

8. Wipe counters, desk, and counter surfaces clear of items.

9. Spot mop and spot vacuum floors.

WEEKLY SERVICE

1. Detail vacuum all carpeted areas.

2. Mop all floors fully.

3. Dust baseboards, ledges, and window sills.

4. Perform dusting of low-reach areas.

5. Dust all counters, shelves, bookcases, and file cabinets.

6. Spot-clean painted partitions and painted walls.

7. Spot-clean all wall switches and door facings.

MONTHLY SERVICE

1. Perform dusting of high-reach areas including partition tops, door tops, and air conditioning vents.

2. Dust picture frames.

3. Brush down or vacuum wall ceiling vents.

4. Clean and polish executive furniture.

SCOPE OF WORK

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RESTROOMS

DAILY SERVICE

1. Empty and wipe out all wastepaper receptacles.

2. Empty sanitary napkin containers and replace insert.

3. Polish all metal and mirrors.

4. Clean and disinfect all dispensers.

5. Clean and disinfect wash basins, toilet bowls and urinals.

6. Disinfect underside and tops of toilet seats.

7. Spot-clean tile walls and toilet partitions.

8. Spot-clean walls around wash basins.

9. Mop all lavatory floors with germicidal solution.

10. Refill soap, towel, tissue containers, and seat cover dispensers as needed. a. Provided by customer.

WEEKLY SERVICE

1. Brush down vents.

2. Wash down ceramic tile walls and toilet compartment partitions.

3. Perform high dusting.

4. Pour clean water down floor drains to prevent sewer gases.

EXTRA SERVICES AT EXTRA COST
• Pressure washing.
• Carpet Cleaning.
• Floor scrubbing and Strip/Refinish various floor types. • Window washing.
• Upholstery cleaning.
• Emergency or Urgent Request (Bio-Cleaning, water extraction’s…)

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1. Merchants agrees to perform the services outlined in this contract under "Specifications" in locations and areas set forth in this contract for payment by the Client according to the terms outlined.

2. This agreement will be effective beginning ________________ and may be terminated by either party upon thirty (30) days written notice.

3. Monthly service to Client will be performed at the rate of:
$1,411.63 Monthly Services (See Pricing Breakdown).
* Prices are subject to change with state/county required Minimum Wage Increases.

4. Payment shall be due on the last day of each month in which services are performed. A late charge of one and one half percent per month shall be paid by Client to Merchants on any past due payment not received within 15 days after the last day of the month in which services are performed.

If Client’s account is referred to an agency or attorney for collection, attorneys' fees and costs of collection shall be recoverable to Merchants.

5. SPECIAL SERVICES - UPON REQUEST AT A SEPARATE
PRICE
• Carpet cleaning using truck-mounted extraction.
• Window washing – interior and exterior.
• Steam Cleaning of exterior sidewalks and entrances.
• Day Porter services if not included in original proposal. • Landscaping Services both interior and exterior through Merchants Landscape Services.

6. The above charges are a total figure including wages, cleaning supplies and equipment, payroll taxes and insurance, vacation, health and welfare, supervision, and all other contractor costs.

7. Holidays- Merchants is to perform services on the following holidays: New Years Day, Presidents Day, Memorial Day,
Independence Day, Labor Day, Thanksgiving Day, and Christmas Day . Services on holidays is Included.

8. These charges are based on the present labor costs, related fringe costs, and current operating costs. If new or additional State or Federal, or minimum wages or payroll taxes are levied affecting payrolls,
Approved and Accepted:

By: _______________________________________________
City of Calimesa
or if insurance charges or operating costs are increased, Merchants will request that our charges be adjusted accordingly.

9. It is further agreed that Merchants personnel will not be hired by Client for a period of 90 days following termination of this agreement.

10. Indemnification- Merchants shall indemnify, defend and hold harmless Client from loss, liability, cost, or expense (including reasonable attorney’s fees) for bodily injury, death and property damage (hereinafter referred to as "claim(s)") but only to the extent same are caused by negligence, misconduct or other fault of Merchants, its agents and employees which arise out of work performed under this Agreement .The foregoing provision shall only benefit Client if Client notifies Merchants in writing of such claim within 30 days of same being reported to Client or its representative.

Merchants shall not be liable for delay, loss or damage caused by warfare, riots, strikes, boycotts, criminal acts, acts or omissions of others, fire, water damage, natural calamity, or causes beyond Merchants’ reasonable control. If Merchants is required to clean or wax floors when being used by employees, customers, tenants, or business visitors, Client shall, notwithstanding Merchants’ negligence and to the full extent permitted by law, indemnify, defend and hold harmless Merchants from claims for injury and death resulting there from.

11. Insurance and Taxes- Merchants agrees to maintain in effect during the term hereof, insurance for Workers' Compensation with statutory limits, and personal injury and property damage with $1,000,000 combined single limit liability per occurrence. Merchants has the right to be self-insured, where permitted by State law.

Merchants shall furnish to Client, on request a Certificate of Insurance evidencing such coverage and specifying that 30 days' prior notice of cancellation will be sent to Client. Merchants shall be responsible for paying all payroll based taxes affecting its employees.

12. Conformance with Legal Obligations-Client agrees to keep its facilities in a safe condition and in conformance with Federal, state, and local laws, ordinances and regulations, and agrees to indemnify, defend and hold harmless Merchants from loss and liability (including reasonable attorneys’ fees caused by Clients failure to do so.

13. Independent Contractor. Merchants is an independent contractor and all persons employed to furnish services hereunder are employees of Merchants and not of Client.

By:___________________________________________
Merchants Building Maintenance, LLC

SERVICE AGREEMENT REFERENCES
Merchants Building Maintenance, LLC (hereinafter referred to as Merchants) City of Calimesa. (Here in after referred to as “Client”) agree as follows:

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Kevin Swartz
City Of Palm Desert
73510 Fred Warning Dr
Palm Desert, Ca 92260
Tel: (760) 346-0611
[email protected]
Since 07/01/2022
Mrs. Michelle Roberson
Life Stream
384 W. Orange Show Road
San Bernardino, CA 92412
Tel: (909) 386-6802
[email protected]
Since 10/12/2003
Mr. Wirt Shellman
Moss Bros Auto Group
27910 Eucalyptus Avenue
Moreno Valley, CA 92555
Tel: (951) 688-6200 ext. 1692
[email protected]
Since 9/1/2015

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Since 2016

REFERENCES
CITIES:

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REFERENCES
BANKS:

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REFERENCES
SCHOOLS:

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REFERENCES

MEDICAL

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REFERENCES
OTHER CUSTOMERS:

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REFERENCES
OTHER CUSTOMERS:

2812846v1.doc City of Calimesa Form

PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement (“Agreement”) is dated August 5, 2024 (“Effective Date”) and is between the City of Calimesa, a California municipal corporation (“City”) and Executive Facilities Services, Inc., a California corporation (“Consultant”).

City and Consultant are sometimes referred to herein as the “Parties”, and individually as a “Party”.

RECITALS
A. City desires to utilize the services of Consultant as an independent contractor to provide janitorial services.

B. Consultant represents that it is fully qualified to perform such services by virtue of its experience and the training, education and expertise of its principals and employees.

C. City desires to retain Consultant and Consultant desires to serve City to perform these services in accordance with the terms and conditions of this Agreement.

The Parties therefore agree as follows:

1. Consultant’s Services.

A. Scope of Services. Consultant shall perform the services described in the Scope of Services (the “Services”) for janitorial services, attached as Exhibit A. City may request, in writing, changes in the Scope of Services to be performed. Any changes to the scope or cost of work must be in writing and mutually agreed upon by the Parties.

B. Party Representatives. For the purposes of this Agreement, the City Representative shall be the City Manager, or such other person designated in writing by the City Manager (the “City Representative”). For the purposes of this Agreement, the Consultant Representative shall be Christian Ferraro, Senior Director of Operations (the “Consultant Representative”). The Consultant Representative shall directly manage Consultant’s Services under this Agreement. Consultant shall not change the Consultant Representative without City’s prior written consent.

C. Time for Performance. Consultant shall commence the Services on the Effective Date and shall perform all Services by the deadline established by the City Representative or, if no deadline is established, with reasonable diligence.

D. Standard of Performance. Consultant shall perform all Services under this Agreement in accordance with the standard of care generally exercised by like professionals under similar circumstances and in a manner reasonably satisfactory to City.

Attachment 7D
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2812846v1.doc City of Calimesa Form
E. Personnel. Consultant has, or will secure at its own expense, all personnel required to perform the Services required under this Agreement. All of the Services required under this Agreement shall be performed by Consultant or under its supervision, and all personnel engaged in the work shall be qualified to perform such Services.

F. Compliance with Laws. Consultant shall comply with all applicable federal, state and local laws, ordinances, codes, regulations and requirements.

G. Permits and Licenses. Consultant shall obtain and maintain during the Agreement term all necessary licenses, permits and certificates required by law for the provision of Services under this Agreement, including a business license.

2. Term of Agreement. The term of this Agreement shall be from the Effective Date through August 4, 2026, unless sooner terminated as provided in Section 12 of this Agreement or extended.

3. Compensation.

A. Compensation. As full compensation for Services satisfactorily rendered, City shall pay Consultant at the monthly rates set forth in the Approved Fee Schedule attached hereto as Exhibit B. In no event shall Consultant be paid more than $17,891.77 (the “Maximum Compensation”) for such Services during the term of this Agreement.

B. Expenses. The amount set forth in paragraph 3.A. above includes reimbursement for all expenditures incurred in the performance of this Agreement.

C. Unauthorized Services and Unanticipated Expenses. City will not pay for any services not specified in the Scope of Services, unless the City Council or the City Representative, if applicable, and the Consultant Representative authorize such services in writing prior to Consultant’s performance of those services or incurrence of additional expenses. Any additional services authorized by the City Council, or (where authorized) the City Manager shall be compensated at the rates set forth in Exhibit B, or, if not specified, at a rate mutually agreed to by the Parties. At the request of the Consultant, the City Council may, in writing, reimburse Consultant for an unanticipated expense at its actual cost. City shall make payment for additional services and expenses in accordance with Section 4 of this Agreement.

4. Method of Payment.

A. Invoices. Consultant shall submit to City an invoice, on a monthly basis, for the Services performed pursuant to this Agreement. Each invoice shall itemize the Services rendered during the billing period, hourly rates charged, if applicable, and the amount due. City shall review each invoice and notify Consultant in writing within ten Business days of receipt of any disputed invoice amounts.

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B. Payment. City shall pay all undisputed invoice amounts within 30 calendar days after receipt up to the Maximum Compensation set forth in Section 3 of this Agreement. City does not pay interest on past due amounts. City shall not withhold federal payroll, state payroll or other taxes, or other similar deductions, from payments made to Consultant. Notwithstanding the preceding sentence, if Consultant is a nonresident of California, City will withhold the amount required by the Franchise Tax Board pursuant to Revenue and Taxation Code Section 18662 and applicable regulations.

C. Audit of Records. Consultant shall make all records, invoices, time cards, cost control sheets and other records maintained by Consultant in connection with this Agreement available during Consultant’s regular working hours to City for review and audit by City.

5. Independent contractor. Consultant is, and shall at all times remain as to City, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its officers, agents or employees are in any manner employees of City.

6. Information and Documents.

A. Consultant covenants that all data, reports, documents, discussion, or other information (collectively “Data”) developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed or released by Consultant without prior written authorization by City. City shall grant such authorization if applicable law requires disclosure. Consultant, its officers, employees, agents, or subcontractors shall not without written authorization from the City Manager or unless requested in writing by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project or property located within the City. A response to a subpoena or court order shall not be considered “voluntary,” provided Consultant gives City notice of such court order or subpoena.

B. Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the City. City may, but has no obligation to, represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, City’s right to review any such response does not imply or mean the right by City to control, direct or rewrite the response.

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2812846v1.doc City of Calimesa Form
C. All Data required to be furnished to City in connection with this Agreement shall become City’s property, and City may use all or any portion of the Data submitted by Consultant as City deems appropriate. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files containing data generated for the Services, surveys, notes, and other documents prepared in the course of providing the Services shall become City’s sole property and may be used, reused or otherwise disposed of by City without Consultant’s permission. Consultant may take and retain copies of the written products as desired, but the written products shall not be the subject of a copyright application by Consultant.

D. Consultant’s covenants under this Section shall survive the expiration or termination of this Agreement.

7. Conflicts of Interest. Consultant affirms that it presently has no interest and shall not have any interest, direct or indirect, which would conflict in any manner with the performance of the Services contemplated by this Agreement. Consultant and its officers, employees, associates and subcontractors, if any, shall comply with all conflict of interest statutes of the State of California applicable to Consultant’s Services under this Agreement, including the Political Reform Act (Gov. Code § 81000, et seq.) and Government Code Section 1090. During the term of this Agreement, Consultant may perform similar Services for other clients, but Consultant and its officers, employees, associates and subcontractors shall not, without the City Representative’s prior written approval, perform work for another person or entity for whom Consultant is not currently performing work that would require Consultant or one of its officers, employees, associates or subcontractors to abstain from a decision under this Agreement pursuant to a conflict of interest statute. Consultant shall incorporate a clause substantially similar to this Section into any subcontract that Consultant executes in connection with the performance of this Agreement.

8. Indemnification, Hold Harmless, and Duty to Defend.

A. Indemnities.
1) To the fullest extent permitted by law, Consultant shall, at its sole cost and expense, defend, hold harmless and indemnify City and its elected officials, officers, attorneys, agents, employees, designated volunteers, successors, assigns and those City agents serving as independent contractors in the role of City officials (collectively “Indemnitees”), from and against any and all damages, costs, expenses, liabilities, claims, demands, causes of action, proceedings, expenses, judgments, penalties, liens, and losses of any nature whatsoever, including fees of accountants, attorneys, or other professionals and all costs associated therewith and the payment of all consequential damages (collectively “Liabilities”), in law or equity, whether actual, alleged or threatened, which arise out of, are claimed to arise out of, pertain to, or relate to the acts or omissions of Consultant, its officers, agents, servants, employees,

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2812846v1.doc City of Calimesa Form
subcontractors, materialmen, consultants or their officers, agents, servants or employees (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of this Agreement, including the Indemnitees’ active or passive negligence, except for Liabilities arising from the sole negligence or willful misconduct of the Indemnitees as determined by court decision or by the agreement of the Parties.

Consultant shall defend the Indemnitees in any action or actions filed in connection with any Liabilities with counsel of the Indemnitees’ choice, and shall pay all costs and expenses, including all attorneys’ fees and experts’ costs actually incurred in connection with such defense. Consultant shall reimburse the Indemnitees for any and all legal expenses and costs incurred by Indemnitees in connection therewith. 2) Consultant shall pay all required taxes on amounts paid to Consultant under this Agreement and indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. 3) Consultant shall fully comply with the workers’ compensation law regarding Consultant and Consultant’s employees. Consultant shall indemnify and hold City harmless from any failure of Consultant to comply with applicable workers’ compensation laws.
4) City may offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant’s failure to promptly pay to City any reimbursement or indemnification arising under this subparagraph A.2).
5) Consultant shall obtain executed indemnity agreements with provisions identical to those in this Section from each and every subcontractor or any other person or entity involved by, for, with or on behalf of Consultant in the performance of this Agreement. If Consultant fails to obtain such indemnity obligations, Consultant shall be fully responsible and indemnify, hold harmless and defend the Indemnitees from and against any and all Liabilities at law or in equity, whether actual, alleged or threatened, which arise out of, are claimed to arise out of, pertain to, or relate to the acts or omissions of Consultant’s subcontractor, its officers, agents, servants, employees, subcontractors, materialmen, consultants or their officers, agents, servants or employees (or any entity or individual that Consultant’s subcontractor shall bear the legal liability thereof) in the performance of this Agreement, including the Indemnitees’ active or passive negligence, except for Liabilities arising from the sole negligence or willful misconduct of the Indemnitees as determined by court decision or by the agreement of the Parties.

B. Workers’ Compensation Acts not Limiting. Consultant’s indemnifications and obligations under this Section, or any other provision of this Agreement, shall not be limited by the provisions of any workers’ compensation act or similar act. Consultant

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2812846v1.doc City of Calimesa Form
expressly waives its statutory immunity under such statutes or laws as to City, its officers, agents, employees and volunteers.

C. Insurance Requirements not Limiting. City does not, and shall not, waive any rights that it may possess against Consultant because of the acceptance by City, or the deposit with City, of any insurance policy or certificate required pursuant to this Agreement. The indemnities in this Section shall apply regardless of whether or not any insurance policies are determined to be applicable to the Liabilities, tax, assessment, penalty or interest asserted against City.

D. Survival of Terms. Consultant’s indemnifications and obligations under this Section shall survive the expiration or termination of this Agreement.

9. Insurance.

A. Minimum Scope and Limits of Insurance. Consultant shall procure and at all times during the term of this Agreement carry, maintain, and keep in full force and effect, insurance as follows:
1) Commercial General Liability Insurance with a minimum limit of $2,000,000.00 per occurrence for bodily injury, personal injury and property damage and a general aggregate limit of $2,000,000.00 per project or location. If Consultant is a limited liability company, the commercial general liability coverage shall be amended so that Consultant and its managers, affiliates, employees, agents and other persons necessary or incidental to its operation are insured.
2) Automobile Liability Insurance for any owned, non-owned or hired vehicle used in connection with the performance of this Agreement with a combined single limit of $2,000,000.00 per accident for bodily injury and property damage. If Consultant does not use any owned, non-owned or hired vehicles in the performance of Services under this Agreement, Consultant shall obtain a non-owned auto endorsement to the Commercial General Liability policy required under subparagraph A.1) of this Section. 3) Workers’ Compensation Insurance as required by the State of California and Employer’s Liability Insurance with a minimum limit of $1,000,000.00 per accident for bodily injury or disease. If Consultant has no employees while performing Services under this Agreement, workers’ compensation policy is not required, but Consultant shall execute a declaration that it has no employees. 4) Professional Liability/Errors and Omissions Insurance with minimum limits of $2,000,000.00 per claim and in aggregate.

B. Acceptability of Insurers. The insurance policies required under this Section shall be issued by an insurer admitted to write insurance in the State of California with a rating of A:VII or better in the latest edition of the A.M. Best Insurance Rating Guide. Self

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insurance shall not be considered to comply with the insurance requirements under this Section.

C. Additional Insured. The commercial general and automobile liability policies shall contain an endorsement naming City and its elected and appointed officials, officers, employees, agents and volunteers as additional insureds. This provision shall also apply to any excess/umbrella liability policies.

D. Primary and Non-Contributing. The insurance policies required under this Section shall apply on a primary non-contributing basis in relation to any other insurance or self-insurance available to City. Any insurance or self-insurance maintained by City, its elected and appointed officials, officers, employees, agents or volunteers, shall be in excess of Consultant’s insurance and shall not contribute with it.

E. Consultant’s Waiver of Subrogation. The insurance policies required under this Section shall not prohibit Consultant and Consultant’s employees, agents or subcontractors from waiving the right of subrogation prior to a loss. Consultant hereby waives all rights of subrogation against City.

F. Deductibles and Self-Insured Retentions. Any deductibles or self-insured retentions must be declared to and approved by City. At City’s option, Consultant shall either reduce or eliminate the deductibles or self-insured retentions with respect to City, or Consultant shall procure a bond guaranteeing payment of losses and expenses.

G. Cancellations or Modifications to Coverage. Consultant shall not cancel, reduce or otherwise modify the insurance policies required by this Section during the term of this Agreement. The commercial general and automobile liability policies required under this Agreement shall be endorsed to state that should the issuing insurer cancel the policy before the expiration date, the issuing insurer will endeavor to mail 30 days’ prior written notice to City. If any insurance policy required under this Section is canceled or reduced in coverage or limits, Consultant shall, within two Business Days of notice from the insurer, phone, fax or notify City via certified mail, return receipt requested, of the cancellation of or changes to the policy.

H. City Remedy for Noncompliance. If Consultant does not maintain the policies of insurance required under this Section in full force and effect during the term of this Agreement, or in the event any of Consultant’s policies do not comply with the requirements under this Section, City may either immediately terminate this Agreement or, if insurance is available at a reasonable cost, City may, but has no duty to, take out the necessary insurance and pay, at Consultant’s expense, the premium thereon.

Consultant shall promptly reimburse City for any premium paid by City or City may withhold amounts sufficient to pay the premiums from payments due to Consultant.

I. Evidence of Insurance. Prior to the performance of Services under this Agreement, Consultant shall furnish City’s Risk Manager with a certificate or certificates of insurance and all original endorsements evidencing and effecting the coverages

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required under this Section. The endorsements are subject to City’s approval. Consultant may provide complete, certified copies of all required insurance policies to City.

Consultant shall maintain current endorsements on file with City’s Risk Manager.

Consultant shall provide proof to City’s Risk Manager that insurance policies expiring during the term of this Agreement have been renewed or replaced with other policies providing at least the same coverage. Consultant shall furnish such proof at least two weeks prior to the expiration of the coverages.

J. Indemnity Requirements not Limiting. Procurement of insurance by Consultant shall not be construed as a limitation of Consultant’s liability or as full performance of Consultant’s duty to indemnify City under Section 8 of this Agreement.

K. Subcontractor Insurance Requirements. Consultant shall require each of its subcontractors that perform Services under this Agreement to maintain insurance coverage that meets all of the requirements of this Section.

10. Mutual Cooperation.

A. City’s Cooperation. City shall provide Consultant with all pertinent Data, documents and other requested information as is reasonably available for Consultant’s proper performance of the Services required under this Agreement.

B. Consultant’s Cooperation. In the event any claim or action is brought against City relating to Consultant’s performance of Services rendered under this Agreement, Consultant shall render any reasonable assistance that City requires.

11. Records and Inspections. Consultant shall maintain complete and accurate records with respect to time, costs, expenses, receipts, correspondence, and other such information required by City that relate to the performance of the Services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to City, its designees and representatives at reasonable times, and shall allow City to examine and audit the books and records, to make transcripts therefrom as necessary, and to inspect all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three years after receipt of final payment.

12. Termination of Agreement.

A. Right to Terminate. City may terminate this Agreement at any time, at will, for any reason or no reason, after giving written notice to Consultant at least five calendar days before the termination is to be effective. Consultant may terminate this Agreement at any time, at will, for any reason or no reason, after giving written notice to City at least 60 calendar days before the termination is to be effective.

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B. Obligations upon Termination. Consultant shall cease all work under this Agreement on or before the effective date of termination specified in the notice of termination. In the event of City’s termination of this Agreement due to no fault or failure of performance by Consultant, City shall pay Consultant based on the percentage of work satisfactorily performed up to the effective date of termination. In no event shall Consultant be entitled to receive more than the amount that would be paid to Consultant for the full performance of the Services required by this Agreement. Consultant shall have no other claim against City by reason of such termination, including any claim for compensation.

13. Force Majeure. Consultant shall not be liable for any failure to perform its obligations under this Agreement if Consultant presents acceptable evidence, in City’s sole judgment, that such failure was due to acts of God, embargoes, inability to obtain labor or materials or reasonable substitutes for labor or materials, governmental restrictions, judicial orders, enemy or hostile governmental action, fire or other casualty, or other causes beyond Consultant’s reasonable control and not due to any act by Consultant.

14. Default.

A. Consultant’s failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default.

B. In addition to the right to terminate pursuant to Section 12, if the City Manager determines that Consultant is in default in the performance of any of the terms or conditions of this Agreement, City shall serve Consultant with written notice of the default. Consultant shall have ten calendar days after service upon it of the notice in which to cure the default by rendering a satisfactory performance. In the event that Consultant fails to cure its default within such period of time, City may, notwithstanding any other provision of this Agreement, terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

15. Notices. Any notice, consent, request, demand, bill, invoice, report or other communication required or permitted under this Agreement shall be in writing and conclusively deemed effective: (a) on personal delivery, (b) on confirmed delivery by courier service during Consultant’s and City’s regular business hours, or (c) three Business Days after deposit in the United States mail, by first class mail, postage prepaid, and addressed to the Party to be notified as set forth below:

If to City: If to Consultant:

Attn: City Clerk Darlene Gerdes Attn: Christian Ferraro, Senior Director of Operations

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City of Calimesa Executive Facilities Services, Inc
908 Park Avenue 9980 Indiana Ave Ste 8
Calimesa, California 92320 Riverside, CA 92503
Telephone: 909-790-9208 Telephone: 844-780-2626
Email:[email protected] [email protected] With a courtesy copy to:

Quinn M. Barrow, City Attorney
908 Park Avenue
Calimesa, California 92320
Telephone: (310) 802-5061
Email: [email protected]

16. Non-Discrimination and Equal Employment Opportunity. In the performance of this Agreement, Consultant shall not discriminate against any employee, subcontractor or applicant for employment because of race, color, religious creed, sex, gender, gender identity, gender expression, marital status, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information, sexual orientation or other basis prohibited by law. Consultant will take affirmative action to ensure that subcontractors and applicants are employed, and that employees are treated during employment, without regard to their race, color, religious creed, sex, gender, gender identity, gender expression, marital status, national origin, ancestry, age, physical disability, mental disability, medical condition, genetic information or sexual orientation.

17. Prohibition of Assignment and Delegation. Consultant shall not assign any of its rights or delegate any of its duties under this Agreement, either in whole or in part, without City’s prior written consent. City’s consent to an assignment of rights under this Agreement shall not release Consultant from any of its obligations or alter any of its primary obligations to be performed under this Agreement. Any attempted assignment or delegation in violation of this Section shall be void and of no effect and shall entitle City to terminate this Agreement. As used in this Section, “assignment” and “delegation” means any sale, gift, pledge, hypothecation, encumbrance or other transfer of all or any portion of the rights, obligations, or liabilities in or arising from this Agreement to any person or entity, whether by operation of law or otherwise, and regardless of the legal form of the transaction in which the attempted transfer occurs.

18. No Third Party Beneficiaries Intended. This Agreement is made solely for the benefit of the Parties to this Agreement and their respective successors and assigns, and no other person or entity may have or acquire a right by virtue of this Agreement.

19. Waiver. No delay or omission to exercise any right, power or remedy accruing to City under this Agreement shall impair any right, power or remedy of City, nor shall it be construed as a waiver of, or consent to, any breach or default. No waiver of any breach, any failure of a condition, or any right or remedy under this Agreement shall be (1)

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effective unless it is in writing and signed by the Party making the waiver, (2) deemed to be a waiver of, or consent to, any other breach, failure of a condition, or right or remedy, or (3) deemed to constitute a continuing waiver unless the writing expressly so states.

20. Final Payment Acceptance Constitutes Release. The acceptance by Consultant of the final payment made under this Agreement shall operate as and be a release of City from all claims and liabilities for compensation to Consultant for anything done, furnished or relating to Consultant’s work or services. Acceptance of payment shall be any negotiation of City’s check or the failure to make a written extra compensation claim within ten calendar days of the receipt of that check. However, approval or payment by City shall not constitute, nor be deemed, a release of the responsibility and liability of Consultant, its employees, subcontractors and agents for the accuracy and competency of the information provided and/or work performed; nor shall such approval or payment be deemed to be an assumption of such responsibility or liability by City for any defect or error in the work prepared by Consultant, its employees, subcontractors and agents.

21. Corrections. In addition to the above indemnification obligations, Consultant shall correct, at its expense, all errors in the work which may be disclosed during City’s review of Consultant’s report or plans. Should Consultant fail to make such correction in a reasonably timely manner, such correction may be made by City, and the cost thereof shall be charged to Consultant. In addition to all other available remedies, City may deduct the cost of such correction from any retention amount held by City or may withhold payment otherwise owed Consultant under this Agreement up to the amount of the cost of correction.

22. Non-Appropriation of Funds. Payments to be made to Consultant by City for services performed within the current fiscal year are within the current fiscal budget and within an available, unexhausted fund. In the event that City does not appropriate sufficient funds for payment of Consultant’s services beyond the current fiscal year, this Agreement shall cover payment for Consultant’s services only to the conclusion of the last fiscal year in which City appropriates sufficient funds and shall automatically terminate at the conclusion of such fiscal year.

23. Exhibits. Exhibits A and B constitute a part of this Agreement and are incorporated into this Agreement by this reference. If any inconsistency exists or arises between a provision of this Agreement and a provision of any exhibit, or between a provision of this Agreement and a provision of Consultant’s proposal, the provisions of this Agreement shall control.

24. Entire Agreement and Modification of Agreement. This Agreement and all exhibits referred to in this Agreement constitute the final, complete and exclusive statement of the terms of the agreement between the Parties pertaining to the subject matter of this Agreement and supersede all other prior or contemporaneous oral or written understandings and agreements of the Parties. No Party has been induced to enter into this Agreement by, nor is any Party relying on, any representation or warranty except

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those expressly set forth in this Agreement. This Agreement may not be amended, nor any provision or breach hereof waived, except in a writing signed by both Parties.

25. Headings. The headings in this Agreement are included solely for convenience of reference and shall not affect the interpretation of any provision of this Agreement or any of the rights or obligations of the Parties to this Agreement.

26. Word Usage. Unless the context clearly requires otherwise, (a) the words “shall,” “will” and “agrees” are mandatory and “may” is permissive; (b) “or” is not exclusive; and (c) “includes” or “including” are not limiting.

27. Time of the Essence. Time is of the essence in respect to all provisions of this Agreement that specify a time for performance; provided, however, that the foregoing shall not be construed to limit or deprive a Party of the benefits of any grace or use period allowed in this Agreement.

28. Business Days. “Business days” means days Calimesa City Hall is open for business.

29. Governing Law and Choice of Forum. This Agreement, and any dispute arising from the relationship between the Parties to this Agreement, shall be governed by and construed in accordance with the laws of the State of California, except that any rule of construction to the effect that ambiguities are to be resolved against the drafting party shall not be applied in interpreting this Agreement. Any dispute that arises under or relates to this Agreement (whether contract, tort or both) shall be resolved in a superior court with geographic jurisdiction over the City of Calimesa.

30. Attorneys’ Fees. In any litigation or other proceeding by which a Party seeks to enforce its rights under this Agreement (whether in contract, tort or both) or seeks a declaration of any rights or obligations under this Agreement, the prevailing Party shall be entitled to recover all attorneys’ fees, experts’ fees, and other costs actually incurred in connection with such litigation or other proceeding, in addition to all other relief to which that Party may be entitled.

31. Severability. If a court of competent jurisdiction holds any provision of this Agreement to be illegal, invalid or unenforceable for any reason, the validity of and enforceability of the remaining provisions of this Agreement shall not be affected and continue in full force and effect.

32. Counterparts. This Agreement may be executed in multiple counterparts, all of which shall be deemed an original, and all of which will constitute one and the same instrument.

33. Corporate Authority. Each person executing this Agreement on behalf of his or her Party warrants that he or she is duly authorized to execute this Agreement on behalf

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of that Party and that by such execution, that Party is formally bound to the provisions of this Agreement.
[SIGNATURE PAGE FOLLOWS]

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The Parties, through their duly authorized representatives are signing this Agreement on the date stated in the introductory clause.

City:

City of Calimesa,
a California municipal corporation
By:

Name: Will Kolbow
Title: City Manager
ATTEST:

By:

Name: Darlene Gerdes
Title: City Clerk
APPROVED AS TO FORM:

By:

Name: Quinn M. Barrow
Title: City Attorney
APPROVED AS TO CONTENT:

By:

Name: Margaret Monson
Title: Director of Public Works
Consultant:

Executive Facilities Services, Inc.,
a California Corporation
By:

Name:

Title:

By:

Name:

Title:

PROOF OF AUTHORITY TO BIND

CONTRACTING PARTY REQUIRED

A-1

EXHIBIT A

SCOPE OF SERVICES

A-2

A-3

A-4

B-1

EXHIBIT B

APPROVED FEE SCHEDULE

B-1

City Council Meeting
Agenda Report
Agenda Item No. 8
SUBJECT: CITYWIDE PAVEMENT REHABILITATION PROJECT, PHASE 1 –

A CONTRACT AMOUNT INCREASE FOR HARDY & HARPER,
INC. TO $2,193,000 INCLUSIVE OF CONTINGENCY AND A
CORRESPONDING BUDGET INCREASE OF $48,000 FOR THE

PROJECT FUNDED FROM THE RESERVES OF THE CAPITAL

PROJECT FUND
MEETING DATE: August 19, 2024
PREPARED BY: Will Kolbow, City Manager
Michael Thornton, City Engineer
RECOMMENDATION: That the City Council adopt Resolution 2024-50 a Resolution of the City Council of the City of Calimesa, California, a contract amount increase for Hardy & Harper, Inc. from $2,101,009.68 up to $2,193,000 inclusive of contingency for additional work to the Citywide Pavement Rehabilitation Project, Phase 1 and a corresponding budget increase of $48,000 for the project, funded from the reserves in the Capital Project fund BACKGROUND: On March 15, 2021, staff presented the City’s recently completed Pavement Management Program (PMP) study. In summary, the 41 miles of paved roadways exist that were inherited from the County when the City incorporated in 1990. During the March 15th meeting, staff indicated that the Pavement Condition Index (PCI) for 312 roadway segments ranged from 40 to 100 with an average of 63. Streets with PCI greater than 70 were not recommended for any rehabilitation by the PMP consultant. The study indicates that the cost to rehabilitate all of the streets in the City is estimated at more than $7.3 million.

On March 7, 2022, City staff presented Council with a list of potential areas to be incorporated as part of the Citywide Pavement Rehabilitation Project. Council selected several streets for rehabilitation.

On December 14, 2022, the City received bids for project construction. On January 17, 2023, Council awarded a contract to Hardy & Harper, Inc. in the amount of $1,665,000. Council also authorized a construction contingency of $166,500.

On March 6, 2023, Council approved an amendment to Hardy and Harper’s contract to add pavement rehabilitation of Mesa Grande and Buena Mesa in the amount of $199,554.25 increasing the contract amount to $1,864,554.25. Council also authorized a construction contingency of $19,955.43 for a total construction contingency of $186,455.43.

On April 16, 2024, Council approved a Contract Amount increase of $50,000 for Caltrans required ADA ramp construction ($65,000) at the Sandalwood Road Interchange and asphalt pavement

material cost increases due to delays experience in acquiring a Caltrans permit to complete the Sandalwood Road interchange work ($38,000), existing contingency was estimated to accommodate the cost differences.

During Sandalwood Road construction, the Contractor encountered yielding subgrade on the west side of the freeway. The Contractor completed paving to re-open the roadway. To determine the scope of subgrade work required to support the street structural section, the Contractor assisted the City’s geotechnical engineer with excavations to test the subgrade. Thereafter, the City’s Geotechnical Engineer provided recommendations for construction to manage the yielding subgrade that included installation of geofabric. The combination of work completed to define the subgrade scope, pavement reconstruction with geofabric, other additional work (added street (Ruby Lane), driveways, cross gutter and curb and gutter repairs, striping/legends and signage, manhole and valve can adjustments), and final quantity adjustments increase the final contract amount up to $2,193,000.

FISCAL IMPACT: Council authorized to date $2,101,009.68 for the construction contract. The amended Contract amount is estimated at $2,193,000. The project included an administrative budget of $295,000 for design and construction administration. However, budget required for design and administration is now estimated at $264,400. Therefore, Staff is requesting that Council authorize an additional $45,000 budget increase for final compensation to Hardy and Harper. The table below summarizes the total proposed contract commitment inclusive of contingency, project management costs and additional budget request to be funded from the reserves in the Capital Project fund.

ATTACHMENTS:

Attachment A: Resolution 2024-50 – A Contract Amount Increase for Hardy & Harper, Inc. to $2,193,000 Inclusive of Contingency and a Corresponding Budget Increase of $48,000 for the Project Funded From the Reserves of the Capital Project Fund.

Citywide Pavement Management Phase I Date Contract Contigency Total Hardy & Harper Contract - Original 1/17/2023 1,665,000.00 $ $ 166,500.00 $ 1,831,500.00 Hardy & Harper Contract - Mesa Grande/Buena Mesa 3/6/2023 199,554.25 19,955.43 219,509.68 Hardy & Harper Contract -ADA Ramp 4/16/2024 50,000.00 - 50,000.00 Hardy & Harper Contract - Subgrade (Pending) 8/16/2024 91,990.32 - 91,990.32 Projected Contract with Contingency 2,006,544.57 186,455.43 2,193,000.00 Project Manangement - Original 1/17/2023 295,000.00 - 295,000.00 Project Management Anticipated Savings 8/16/2024 (30,600.00) - (30,600.00) Projected Project Management Costs 264,400.00 - 264,400.00 Total Costs of Project with Proposed Chages $ 2,457,400.00 Total Original Budget - FY2022-23 1/17/2023 $ 2,409,400.00 Proposed Budget Request 8/16/2024 48,000.00
Total Adjusted Budget for Project $ 2,457,400.00

RESOLUTION 2024-50

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CALIMESA,

CALIFORNIA, A CONTRACT AMOUNT INCREASE FOR HARDY &
HARPER, INC. TO $2,193,000 INCLUSIVE OF CONTINGENCY AND A CORRESPONDING BUDGET INCREASE OF $48,000 FOR THE

PROJECT FUNDED FROM THE RESERVES OF THE CAPITAL PROJECT FUND
WHEREAS, the City of Calimesa provides funding for pavement rehabilitation projects; and
WHEREAS, the City of Calimesa Fiscal Year 2022-23 Budget included a $2,409,400 for the project; and
WHEREAS, on January 17, 2023, Council authorized the Mayor to execute a contract with Hardy and Harper for construction of Citywide Pavement Rehabilitation Project, Phase 1, in the amount of $1,665,000, and
WHEREAS, on March 6, 2023, Council approved a contract increase of $199,554.25 to add Buena Mesa and Mesa Grande streets to the project, and WHEREAS, on April 16, 2024, Council approved a contract increase of $50,000.00 to complete ADA ramp improvements and for increase asphalt concrete materials costs; and WHEREAS, Contractor complete or will complete extra work including the subgrade preparation, pavement reconstruction to complete paving on Sandalwood Road, other additional work (added street (Ruby Lane), driveways, cross gutter and curb and gutter repairs, striping/legends and signage, manhole and valve can adjustments), and final quantity adjustments that increased the final contract amount up to $2,193,000; and WHEREAS, the project included an administrative budget of $295,000 for design and construction administration. However, budget required for design and administration is now estimated at $261,400.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CALIMESA HEREBY FINDS, DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:

The Fiscal Year 2024-25 General Fund Budget is hereby amended to increase appropriations in account 16-2082-8700 by $48,000 funded from reserves in the Capital Project Fund.

PASSED, APPROVED, and ADOPTED this 19
th day of August 2024.
_____________________________________

WILLIAM DAVIS, MAYOR
ATTEST:
_________________________________

DARLENE GERDES, CITY CLERK

Attachment 8A
City Council Meeting
Agenda Report
Agenda Item No. 9
SUBJECT: PUBLIC HEARING – 1) APPROVAL OF GENERAL PLAN
AMENDMENT 21-02, ADOPTING THE CITY OF CALIMESA 6TH
CYCLE HOUSING ELEMENT UPDATE AND 2) ORDINANCE 399
FOR ZONE CHANGE 21-01 – AMENDMENT 1, AMENDING
CHAPTER 18.20 (RESIDENTIAL ZONE DISTRICTS) AND
CHAPTER 18.90 (DEVELOPMENT PLAN REVIEW) OF THE

MUNICIPAL CODE TO CLARIFY THE REVIEW PROCEDURES

AND STANDARDS APPLICABLE TO HOUSING PROJECTS ON

SITES SUBJECT TO THE RESIDENTIAL INFILL PRIORITY AREA
OVERLAY ZONE (AREA 2) AND TO COMPLY WITH STATE

HOUSING ELEMENT LAW WITH A CATEGORICAL EXEMPTION

UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT
(“CEQA”)
MEETING DATE: August 19, 2024
PREPARED BY: Kelly Lucia, Planning Director
RECOMMENDATION: It is respectfully recommended that the City Council:

1. Adopt Resolution 2024-51, approving General Plan Amendment 21-02, adopting the City of Calimesa 6th Cycle Housing Element Update.

2. Waive full reading and introduce Ordinance No. 399 by title only, an Ordinance of the City of Calimesa approving Zone Change 21-01 – Amendment 1, amending Chapter 18.20 (Residential Zone Districts) and Chapter 18.90 (Development Plan Review) of the Municipal Code to clarify the review procedures and standards applicable to housing projects on sites subject to the Residential Infill Priority Area Overlay Zone (Area 2) and to comply with state housing element law to comply with State Housing Element Law.

BACKGROUND: California State Housing Element Law (California Government Code Article 10.6) establishes the requirements for the Housing Element. The Housing Element is one of seven mandatory elements (or “Chapters”) of the General Plan, as required by California Government Code Section 65302. It is the only element that requires review and certification by a state agency (the Department of Housing and Community Development, or “HCD”) and a finding of substantial compliance with state law to maintain eligibility for state housing and community development grant programs. State Law requires that local governments review and revise the Housing Element every eight years.

HCD allocates regional housing needs numbers to regional councils of governments throughout the state. The Southern California Association of Governments (“SCAG”) allocates the “fair share” of the region’s projected housing needs, also known as the Regional Housing Needs Allocation (“RHNA”), to cities and the unincorporated county. The RHNA is based on household income groupings over the eight-year planning period for each specific jurisdiction’s housing element. For the 2021-2029 planning period (generally referred to as the “6th Cycle”), the RHNA for the City of Calimesa is apportioned as follows, by income category: 495 units affordable to very low-income households; 275 units affordable to low-income households; 379 units affordable to moderateincome households; and 868 units affordable to above-moderate (market-rate) income households.

It is also important to note that it is not the City’s responsibility to construct the housing. Through the Housing Element, the City must detail how the allocation can be achieved through policies and zoning within the planning period.

The 6th Cycle Housing Element sets forth goals, policies, and programs that address future housing needs for all income levels over a planning period of 2021-2029, which coincides with a unit count established by the RHNA. The documents being recommended for City Council approval satisfy this mandate.

This Housing Element is an integral component of the General Plan; it builds upon other Elements and is consistent with the vision and guiding principles that shape the General Plan goals and policies. As the General Plan is updated over time, the City will ensure consistency among General Plan Elements, so policies introduced in one Element are consistent with other elements.

The Calimesa Housing Element was last comprehensively updated and adopted by the Calimesa City Council on December 16, 2013, for the 2014-2021 planning period. The current Housing Element has expired, and the City is now required to adopt an updated Housing Element for the next eight-year cycle (2021-2029).

DISCUSSION:

General Plan Amendment 21-02:

As stated above, HCD hands down the total regional housing need to SCAG, and SCAG allocates the housing production goals among cities and counties based on their projected share of the region’s household growth, the state of the local housing market and vacancies, and the jurisdiction’s housing replacement needs. The model strives to obtain an equitable distribution of low- and moderate-income housing throughout the region.

Projected housing needs in the RHNA are categorized by income level based on standards for very low-, low-, moderate-, and above moderate-income households. Recent State Housing Element legislation also requires jurisdictions to project housing needs for extremely low-income households, which is assumed to be half of the very low-income allocation. The City’s 2021-2029 RHNA is outlined below:

Income Category % of Area Median
Income (AMI) Income Range* RHNA Allocation (Housing Units) Minimum Maximum
Very Low Income 0 - 50% AMI -- $51,250 495
Low Income 51 – 80% AMI $51,251 $82,000 275
Moderate Income 81 – 120% AMI $82,001 $117,000 379
Above Moderate Income >120% AMI $117,001 -- 868
TOTAL: 2,017 units
*Income range is based on the 2024 HUD Area Median Income (AMI) for Riverside County of $97,500 for a family of four.

The Housing Element was prepared in accordance with Article 10.6, Sections 65580-65589.8, of the California Government Code by accomplishing the following:
• Documenting the progress made since adoption of the City’s current Housing Element for the 2014-2021 planning period;
• Updating the population and housing characteristics to reflect the most recent State Department of Finance estimates, and more current information from other sources; • Updating the discussion of existing housing needs, including the analysis of low- income rental units that may be at risk of converting to market rate units; • Identifying potential sites which demonstrate the ability to accommodate the development of additional new housing;
• Updating the discussion of actual and potential governmental and non-governmental constraints on the production, maintenance, and affordability of housing within the city; • Reaffirming the goals of the prior element and augmenting the supporting policies; and • Formulating a housing action plan which identifies specific implementing actions and quantified objectives to be pursued over the next 8-year period.

Document Content and Layout
The format and layout of the Housing Element utilizes the basic style provided by the State of California. The primary areas of discussion are as follows:
• Chapter 1 – Introduction: Contains a summary of the content, organization, and statutory consideration of the Housing Element.
• Chapter 2 – Community Profile: The primary data component of the document. This section evaluates the City’s demographic profile, establishes housing demand, evaluates the existing housing stock in the City, and provides information on housing affordability, cost of housing acquisition and identifies special needs in the community.

• Chapter 3 – Housing Constraints and Resources: Examines governmental and nongovernmental constraints on production, maintenance, and affordability of housing and provides a summary of housing resources, including sites identification and funding and financial considerations.
• Chapter 4 – Housing Plan: Addresses the City’s identified housing needs, including housing goals, policies and programs. The 2021-2029 Housing Element’s Housing Plan includes Goals, Policies, and Program Actions aimed at providing additional housing opportunities, removing governmental constraints to affordable housing, improving the condition of existing housing, and providing equal housing opportunities for all residents.

Appendices provide supplementary background resources including:
• Appendix A – Review of Past Performance of 5th Cycle Housing Element Programs:

An evaluation of the 5
th Cycle Housing Element, which was adopted on August 4, 2014, for the 2014-2021 planning period.
• Appendix B – Adequate Sites Analysis: Evaluates the City’s land inventory to assess how the City may address the demand for housing and satisfy the City’s RHNA allocation.

The City prepared a parcel-specific land inventory of the sites through various methods, including the following: identification of capacity on existing, residentially zoned sites and specific plans; identification of capacity on existing, mixed-use zoned sites which permit residential uses; future development of accessory dwelling units (ADUs); projects currently in the pipeline; and identification of land for rezoning to accommodate remaining RHNA allocation. The City’s potential development capacity totals 11,714 units on 152 sites throughout the City, which includes 2,248 units currently within the planning process (Pipeline Projects), 32 ADUs, 8,064 units of existing capacity (based on existing General Plan land use and zoning), and 1,370 units through two Residential Infill Priority Area Overlay Zone Areas. The Adequate Sites Analysis shows the City has the capacity to meet its 2021-2029 RHNA allocation through the above-identified methods, with a surplus of 9,697 units (481 percent surplus). The Adequate Sites Analysis shows projects currently within the planning process would entirely meet the City’s above moderate-income need and a combination of ADUs and existing capacity sites would entirely meet the moderate-income need. The combination of ADUs and existing capacity sites alone would not meet the City’s lowerincome need; therefore, the City has identified capacity by rezoning certain sites through the Residential Infill Priority Area Overlay Zone (Area 2) to meet this need. • Appendix C – Community Engagement Summary: This section provides a summary of the outreach that was held throughout the 6th Cycle Housing Element Update process.

The City formally initiated the 6th Cycle (2021-2029) Housing Element update in July 2021 with public meetings beginning in September 2021. Since then, there have been a number of opportunities for the public to participate and provide comments, including two public workshops, joint Planning Commission and City Council Study Sessions, and hearings before the Planning

Commission and City Council to review key components of the Housing Element. After initial review and public input, the first Draft Housing Element was submitted to HCD on December 17, 2021. On February 15, 2022, HCD provided its formal response letter to City staff with comments on the initial draft.

Based on those written comments, the Draft was revised, and all comments were incorporated into the Housing Element document. This public hearing is required in order for the Planning Commission to recommend adoption of the revised Housing Element to the City Council.

In total, the City submitted five iterations of the Draft Housing Element to HCD for review:
• After responding to HCD’s comments, a second Draft Housing Element was submitted to HCD on August 9, 2022. On October 7, 2022, HCD provided its formal response letter to City staff with comments on the resubmitted draft.
• After responding to HCD’s comments, a third Draft Housing Element was submitted to HCD on December 1, 2022. On January 27, 2023, HCD provided its formal response letter to City staff with comments on the resubmitted draft.
• After responding to HCD’s comments, a fourth Draft Housing Element was submitted to HCD on June 15, 2023. On August 14, 2023, HCD provided its formal response letter to City staff with comments on the resubmitted draft.
• After responding to HCD’s comments, a final Draft Housing Element was submitted to HCD on November 22, 2023. On January 19, 2024, HCD found that the City’s Housing Element meets the statutory requirements. However, the Housing Element could not be found in substantial compliance until the City completed necessary rezones (Programs H-3.1 and H3.2 of the 6th Cycle Housing Element) and new laws regarding emergency shelters.

The Final Draft Housing Element represents a culmination of the process to date incorporating responses to all of HCD’s comments, as well as previous feedback and direction from the Planning Commission and City Council.

Zone Change 21-01 – Amendment 1 (Residential Infill Priority Area Overlay Zone Amendment)
The Housing Element must include an inventory of specific sites or parcels that are suitable for residential development and available for use in the planning period to accommodate the City’s RHNA. After considering projects in the pipeline (projects with active applications not yet approved); future development of ADUs; and capacity on existing, residentially zoned sites; the City has a remaining need of 244 lower-income units. To accommodate the remaining need, the City proposed a Residential Infill Priority Area Overlay Zone (RIPAOZ), which would accommodate 1,370 additional units, apportioned by the following income categories: 264 units affordable to lowerincome households; 264 units affordable to moderate-income households; and 842 units affordable to above-moderate (market-rate) income households.

As adopted on October 16, 2023, the RIPAOZ increased housing opportunities on underutilized parcels in two different areas of the City. The Area 2 RIPAOZ sites are identified in the 2021-2029 Housing Element as the sites with capacity for higher density housing and lower income housing

units. In response to the HCD letter dated January 19, 2024, the City is proposing amendments to the previously adopted RIPAOZ.

State law imposes certain requirements on sites identified as available for lower income housing.

Case law also has interpreted those state law requirements as mandating that rezoned sites identified in a city’s housing element as available for lower income housing must be subject to a minimum density of 20 dwelling units per acre and allow for a by-right approval process for projects where the developer agrees to restrict 20 percent of the units as affordable and available for lower income households. The proposed amendments to the RIPAOZ provisions of the Municipal Code ensure that the RIPAOZ complies with those state law requirements and does not increase existing unit capacities. The proposed amendments to the RIPAOZ are identified in Attachment A.

The proposed amendments to the RIPAOZ provisions only apply to Area 2 of the RIPAOZ, which represents seven (7) parcels within the City – the APNs within Area 2 are as follows: 411-200-001, 411-200-002, 411-200-003, 411-200-004, 411-200-022, 411-200-007, and 411-200-008.

ENVIRONMENTAL ANALYSIS:

The project is exempt from the California Environmental Quality Act (CEQA) pursuant to Section §15061(b)(3) of the CEQA Guidelines because it can be seen with certainty that there is no possibility that the proposed 2021-2029 Housing Element Update would have a significant effect on the environment, in that no new policies adopted modify the density or physical design of housing and so do not have the potential for causing a reasonably foreseeable direct or indirect change in the physical environment – refer to Attachment D.

On October 16, 2023, the City Council certified a Final Environmental Impact Report (FEIR) analyzing the potentially significant impacts of the RIPAOZ (State Clearinghouse #2022030754), and adopted Findings of Fact, a Statement of Overriding Considerations, and Mitigation Monitoring and Reporting Program. City staff has determined that the proposed amendments to the RIPAOZ are within the scope of the project analyzed in the previously adopted EIR, and that pursuant to State CEQA Guidelines Section 15162, no further environmental review is required – refer to Attachment A – Exhibit B
PLANNING COMMISSION RECOMMENDATION:

The Planning Commission considered the ZC 21-01 Amendment 1 and GPA 21-02 at a special meeting on July 22, 2024. Commissioner Brittingham was not in attendance. Commissioner Barron was conflicted from voting on ZC 21-01 Amendment 1 due to the proximity of his primary residence to the project site. The Planning Commission voted 3-1 in favor of recommending approval of ZC 21-01 Amendment 1 and 4-1 in favor of recommending approval of GPA 21-02.

NEXT STEPS:

The next steps towards final certification of the Housing Element include:

Week of August 19, 2024 (anticipated) – If adopted by the City Council, staff will submit the adopted Final Housing Element to HCD.

October 2024 – HCD has up to 60 days after resubmission of the Housing Element to certify the final Housing Element. However, as HCD’s substantial conformance letter did not require any significant edits, and because HCD has provided staff with confirmation that the Draft Housing Element being proposed for adoption is substantially compliant, staff anticipates that this approval could occur sooner.

Policy and Program Implementation – Ongoing. Staff has already begun to implement various policies and programs within the Housing Element, including the implementation of the RIPAOZ.

Additional Zoning Code updates will continue to be processed throughout 2024 and into 2025 as identified within the Housing Element. In addition, each year an Annual Progress Report (APR) will be presented to the City Council during the months April or May with a summary of the City’s progress towards meeting the Housing Element goals.

ATTACHMENTS:

Attachment A: PC Resolution 2024-17, recommending approval of ZC 21-01 Amendment 1 and PC Resolution 2024-18, recommending approval of GPA 21-02 Attachment B: Resolution No. 2024-51, approving General Plan Amendment 21-02, adopting the City of Calimesa 6th Cycle Housing Element Update with Exhibit 1 - Draft 6th Cycle Housing Element
Attachment C: Ordinance No. 399 for Zone Change 21-01 – Amendment 1, amending Chapter

18.20 (Residential Zone Districts) and Chapter 18.90 (Development Plan Review) of the municipal code to clarify the review procedures and standards applicable to housing projects on sites subject to the Residential Infill Priority Area Overlay Zone (Area 2) and to comply with state housing element law to comply with State Housing Element Law with Exhibit 1 – Draft and Final Environmental Impact Report analyzing the potentially significant impacts of the RIPAOZ (State Clearinghouse #2022030754) and Exhibit B – Site Map of Residential Infill Priority Area Overlay Zone (Area 2)
Attachment D: HCD Letter Dated January 19, 2024
Attachment E: Technical Memorandum: City of Calimesa 2021-2029 Housing Element CEQA Determination; Appendix A: Calimesa 2021-2029 Housing Element Update Review Matrix
Attachment F: Public Hearing Notice

Attachment 9A

RESOLUTION NO. 2024-51

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CALIMESA, CALIFORNIA, APPROVING GENERAL PLAN AMENDMENT 21-02, ADOPTING THE HOUSING ELEMENT FOR THE 2021-2029 PLANNING PERIOD IN COMPLIANCE

WITH STATE LAW, WITH A CATEGORICAL EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (“CEQA”)
WHEREAS, the State of California requires jurisdictions to adopt a comprehensive, long-term General Plan for physical development; and
WHEREAS, the Housing Element is one of seven mandated elements of the General Plan (Government Code Section 65580, et. seq.) and must address the existing and projected housing needs for all economic segments of the community; and WHEREAS, State law requires Housing Elements to be updated and certified by the California Department of Housing and Community Development (HCD) every eight years; and WHEREAS, the Housing Element must include an inventory of specific sites or parcels that are suitable for residential development and available for use in the planning period to accommodate the City’s Regional Housing Needs Allocation (RHNA), which is included as Appendix B: Adequate Sites Analysis in the 2021-2029 Housing Element, and includes a total of 2,017 housing units, comprised of 495 very-low income units, 275 low income units, 379 moderate income units, and 868 above moderate income units; and WHEREAS, the City of Calimesa prepared the 2021-2029 Housing Element in accordance with State law and has identified sites that can accommodate housing units meeting the City’s RHNA; and
WHEREAS, as provided in Government Code Section 65350, et. seq., adoption of the Housing Element constitutes a General Plan Amendment; and WHEREAS, the Housing Element must be adopted to comply with State law, accommodate the RHNA, affirmatively further fair housing, and facilitate and encourage a variety of housing types for all income levels, including multifamily housing (Government Code Sections 65583.2 and 65583(c)); and
WHEREAS, the City provided opportunities for community involvement and feedback throughout the entirety of the Housing Element update, including two public workshops, a joint Planning Commission and City Council Study Session, and hearings before the Planning Commission and City Council to review key components of the Housing Element; and WHEREAS, in accordance with Government Code Section 65585(b), on November 5, 2021, the City posted the draft Housing Element and requested public comment for a 30-day review period, and on December 17, 2021, after responding to public comments, the City submitted the first draft Housing Element to HCD for its first review; and WHEREAS, on February 15, 2022, the City received a letter from HCD providing its findings regarding the initial draft Housing Element; and

Attachment 9B
WHEREAS, on August 9, 2022, after responding to public comments and after being available for public review for at least seven days, the City submitted a revised draft to HCD for a subsequent review; and
WHEREAS, on October 7, 2022, the City received a second letter from HCD providing comments on the second draft Housing Element; and
WHEREAS, on December 1, 2022, after responding to public comments and after being available for public review for at least seven days, the City submitted a revised draft to HCD for a third review; and
WHEREAS, on January 27, 2023, the City received a third letter from HCD providing comments on the third draft Housing Element; and
WHEREAS, on June 15, 2023, after responding to public comments and after being available for public review for at least seven days, the City submitted a revised draft to HCD for a fourth review; and
WHEREAS, on August 14, 2023, the City received a fourth letter from HCD providing comments on the third draft Housing Element; and
WHEREAS, on November 11, 2023, after responding to public comments and after being available for public review for at least seven days, the City submitted a revised draft to HCD for a fifth review; and
WHEREAS, HCD reviewed the revised Housing Element and on January 19, 2024, issued findings that the Housing Element would substantially comply with State Housing Element Law (Gov. Code, § 65580 et seq.) subject to the approval of necessary rezones; and WHEREAS, the City of Calimesa Planning Department on July 12, 2024, caused to be published a 1/8-page legal notice in the Yucaipa Calimesa News Mirror, a local paper of general circulation, indicating the date, time and location of the public hearing on proposed GPA 21-02; and
WHEREAS, July 22, 2024, the Planning Commission held a duly noticed public hearing for the draft GPA at which time interested persons had an opportunity to testify in support of, or opposition to, the proposed GPA, and at which time the Planning Commission considered recommendation of the GPA; and
WHEREAS, the Planning Commission of the City of Calimesa recommended that the City Council approve necessary revisions to the GPA; and WHEREAS, the City of Calimesa Planning Department on August 9, 2024, caused to be published a 1/8-page legal notice in the Yucaipa Calimesa News Mirror, a local paper of general circulation, indicating the date, time and location of the public hearing on proposed GPA 21-02; and
WHEREAS, on August 19, 2024, the City Council held a duly noticed public hearing for the draft GPA at which time interested persons had an opportunity to testify in support of, or

opposition to, the proposed GPA, and at which time the City Council considered recommendation of the GPA; and
WHEREAS, the City Council of the City of Calimesa desires to approve necessary revisions to the General Plan by adopting the 2021-2029 Housing Element.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CALIMESA FINDS, DETERMINES AND DECLARES AS FOLLOWS:

Section 1. The City Council finds that the recitals contained in this Resolution and the 6 th Cycle Housing Element Update contained in the attached Exhibit 1 are true and correct, and incorporated by this reference as if fully set forth herein.

Section 2. Pursuant to the California Environmental Quality Act (“CEQA”) and CEQA Guidelines, the City as Lead Agency determined that the proposed General Plan Amendment (Housing Element update) is covered by the common sense CEQA exemption (CEQA Guidelines Sec. 15061(b)(3)) which provides that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Since no development project or other physical change to the environment would be approved by the adoption of the Housing Element, it can be seen with certainty that there is no possibility that Housing Element adoption may have a significant effect on the environment, and therefore is not subject to CEQA.

Section 3. The City Council finds that the proposed General Plan Amendment (GPA 21-02) is consistent with the textual portions of the General Plan, and the proposed amendments are internally consistent with other portions of the General Plan as required by law.

Section 4. The City Council finds that the proposed General Plan Amendment (GPA 21-02) is consistent with the goals, objectives, policies, and programs of the General Plan, and will not result in any internal inconsistencies with the General Plan or the General Plan Land Use Map.

Section 5. The City Council finds that the proposed General Plan Amendment (GPA 21-02) will not adversely affect the public health, safety, convenience, and welfare of the City.

Section 6. Based on the findings contained in Sections 1 through 5 of this Resolution, the City Council hereby approves General Plan Amendment (GPA 21-02) and authorizes the City Manager or designee to file all documents with the California Department of HCD on behalf of the City. The City Council hereby authorizes and directs the City Manager to make minor modifications or amendments to the Housing Element as may be necessary to comply with any comments or recommendations from HCD to obtain certification. The modifications or amendments authorized herein shall be limited to those necessary to comply with HCD's comments and recommendations. Any substantial changes that significantly alter the content or intent of the Housing Element shall be brought back to the City Council for review and approval. The City Manager shall keep the City Council informed of any modifications or amendments made to the Housing Element and provide a summary report upon obtaining HCD certification.

PASSED, APPROVED, and ADOPTED this 19th day of August 2024. _____________________________________

WILLIAM DAVIS, MAYOR
ATTEST:
_________________________________

DARLENE GERDES, CITY CLERK

Exhibit 1
6 th Cycle Housing Element Update

Calimesa Housing Element Update 1
Calimesa Housing Element Update
2021-2029
Calimesa Housing Element

Calimesa Housing Element Update 2
Calimesa Housing Element Update
City of Calimesa
Housing Element
2021-2029
City Council Resolution No. XXX

Calimesa Housing Element Update 3
Calimesa Housing Element Update
Contents
Section 1 – Introduction.................................................................................................................1-1 Section 2 – Community Profile ......................................................................................................2-1 Section 3 – Housing Constraints, Resources, and Fair Housing ...................................................3-1 Section 4 – Housing Plan ...............................................................................................................4-1 Appendix A – Review of Past Performance................................................................................... A-1 Appendix B – Adequate Sites Analysis......................................................................................... B-1 Appendix C – Community Engagement ........................................................................................ C-1

Section 1: Introduction Page 1-1
Calimesa Housing Element Update
Introduction
Element Update
Section 1:

Section 1: Introduction Page 1-2
Calimesa Housing Element Update
A. Role of the Housing Element
The Housing Element is a state mandated chapter of the Calimesa General Plan; it identifies and analyzes the City’s housing needs and includes detailed outline and work program of the City’s goals, priorities, and quantified objectives to develop housing. The Housing Element also addresses the maintenance and expansion of the housing supply to accommodate households currently living and expected to live in Calimesa in the housing cycle. Through research and analysis, the Housing Element identifies available candidate housing sites and establishes the City’s official housing policies and programs to accommodate the Regional Housing Needs Assessment (RHNA) goals as determined by the Southern California Association of Governments (SCAG). The programs and policies established within the Housing Element guide future decision-making to achieve the City’s housing goals for the 2021-2029 planning period.

B. State Policy and Authorization

1. Background
As a mandated chapter of the Calimesa General Plan, the Housing Element must meet all applicable requirements of existing state law when updated. Goals, programs and policies, and quantified objectives within the Housing Element consistent with state law are implemented within the housing cycle timeline to ensure the City accomplishes the identified actions.

2. State Requirements
California State Housing Element Law (California Government Code Article 10.6) establishes the requirements for updating a Housing Element. State Law requires that local governments review and revise the Housing Element of their comprehensive General Plans once every eight years.

The California Legislature has adopted an overall housing goal for the State to ensure that every resident has a decent home and suitable living environment. Section 65580 of the California Government Code states:
a) The availability of housing is of vital statewide importance, and the early attainment of decent housing and a suitable living environment for every Californian, including farmworkers, is a priority of the highest order.
b) The early attainment of this goal requires cooperative participation of government and the private sector in an effort to expand housing opportunities and accommodate the housing needs of Californians in all economic levels.
c) The provisions of housing affordable to low- and moderate-income households requires the cooperation of all levels of the government.
d) Local and State governments have responsibility to use the powers vested in them to facilitate the improvement and development of housing to make adequate provision for housing needs of all economic segments of the community. The Legislature recognizes that in carrying out this responsibility, each local government also has the responsibility to consider economic, environmental, and fiscal factors and community goals set forth in the general plan and to cooperate with other local governments and the state in addressing regional housing needs.

Table 1-1 summarizes the State Housing Element requirements and identifies where these requirements are addressed in this document.

Section 1: Introduction Page 1-3
Calimesa Housing Element Update
Table 1-1: Housing Element Requirements
Housing Element Requirement(s) Gov. Code Section Reference in Housing Element
Analysis of employment trends. Section 65583.a Section 2.B.1 Projection and quantification of existing and projected housing needs for all income groups. Section 65583.a Section 3.D Analysis and documentation of the City’s housing
characteristics, including cost for housing compared to ability to pay, overcrowding, and housing condition.

Section 65583.a Section 2.C, D, F
An inventory of land suitable for residential development including vacant sites and sites having redevelopment
potential.

Section 65583.a Appendix B
Analysis of existing and potential governmental constraints upon the maintenance, improvement or development of
housing for all income levels.

Section 65583.a Section 3.B
Analysis of existing and potential nongovernmental (private sector) constraints upon maintenance, improvement or
development of housing for all income levels.

Section 65583.a Section 3.A
Analysis concerning the needs of the homeless. Section 65583.a Section 2.E.7 Analysis of special housing needs: handicapped, elderly, large families, farm workers, and female-headed
households.

Section 65583.a Section 2.E
Analysis of opportunities for energy conservation with
respect to residential development. Section 65583.a Section 3.E.2 Identification of Publicly Assisted Housing Developments. Section 65583.a Section 3.C.3 Identification of Units at Risk of Conversion to Market Rate Housing. Section 65583.a Section 3.C.3
Identification of the City’s goal relative to the maintenance, improvement, and development of housing. Section 65583.a Section 4 Analysis of quantified objectives and policies relative to the maintenance, improvement, and development of housing. Section 65583.b Section 4 Identification of adequate sites that will be made available through appropriate action with required public services and facilities for a variety of housing types for all income levels.

Section 65583.c(1) Appendix B
Identification of strategies to assist in the development of adequate housing to meet the needs of low and moderateincome households.Section 65583.c(2) Section 3.D.1 Description of the Public Participation Program in the
formulation of Housing Element Goals, Policies, and
Programs.

Section 65583.d Appendix C
Description of the Regional Housing Needs Assessment
(RHNA) prepared by the Southern California Association of Governments.

Section 65583.e Section 3.D.1
Analysis of Fair Housing, including Affirmatively Furthering Fair Housing. Section 8899.50 Section 3.C
Review of the effectiveness of the past Element, including the City’s accomplishments during the previous planning period.

Section 65583.f Appendix A
Source: State of California, Department of Housing and Community Development.

Section 1: Introduction Page 1-4
Calimesa Housing Element Update
Calimesa’s current Housing Element was adopted in August 2014 for the 5th cycle for the 2014-2021 planning period, the 6th Cycle Housing Element will plan for the 2021-2029 planning period. Multiple amendments have been made to Housing Element law since the adoption of the City’s 5th Cycle Housing Element; such amendments and subsequent housing laws change the required analysis, reporting and policies contained in the Housing Element. The contents of this updated Housing Element comply with these amendments to state housing law and all other federal, state, and local requirements.

3. Regional Housing Needs Assessment
Section 65583 of the California Government Code set forth the specific content requirements of a jurisdiction’s housing element. Included in these requirements are obligations on the part of local jurisdictions to provide their “fair share” of regional housing needs. Local governments and Councils of Governments (COGs) are required to determine existing and future housing need and the allocation of this need must be approved by the California Department of Housing and Community Development (HCD).

Calimesa is a member agency of SCAG, who is responsible for preparing the Regional Housing Needs Assessment (RHNA) for all jurisdictions within the SCAG region and therefore acts as the COG for Riverside County in this case.

HCD established that the planning period for the current RHNA is to be from October 15, 2021 to October 15, 2029. For the 2021-2029 planning period the City is allocated a total of 2,017 housing units, apportioned by income category below:
• 495 units affordable to very low-income households
• 275 units affordable to low-income needs
• 379 units affordable to moderate-income
• 868 units affordable to above-moderate (market-rate) income households.

4. Relationship to Other Communities
The goals, policies, actions, and programs described in the Housing Element relate to, and are consistent with, the other Elements of the Calimesa General Plan, which was last updated August 2014. The Housing Element supports and reinforces residential development policies contained in the Land Use Element. The Land Use Element establishes the location, type, intensity, and distribution of land uses throughout the City, and defines these land uses build-out potential. By designating residential development, the Land Use Element identifies lands designated for a range of other land uses, including employment-generating uses, open space and public uses. The presence and potential for jobs can affect the current and future local demand for housing at the various income levels in the City.

The Transportation and Mobility Element of the General Plan also relates to the Housing Element. The Transportation and Mobility Element establishes a transportation plan to accommodate the movement of people and goods within and through the City. Consequently, the Housing Element must include policies and incentives that consider the types of infrastructure essential for residential housing units in addition to mitigating the effects of growth in the City.

The Housing Element has been reviewed for consistency with the City’s other General Plan Elements, and the Housing Element’s policies and programs are consistent with the other Elements. As portions of the General Plan may be amended in the future, the Housing Element will be reviewed to endure internal consistency is maintained.

5. Public Participation
Section 65583 of the Government Code states that, “The local shall make diligent effort to achieve public participation of all economic segments of the community in the development of the housing element, and

Section 1: Introduction Page 1-5
Calimesa Housing Element Update
the program shall describe this effort.” Meaningful community participation is also required in connection with the City’s Assessment of Fair Housing (AFH). A discussion of citizen participation is p rovided below.

As part of the 6th Cycle Housing Element Update process, the City of Calimesa has conducted public outreach activities beginning in fall 2021. These recent outreach efforts included a City Council and Planning Commission Study Session, Community Workshops, digital media, and ads and noticed Public Hearings.

Outreach for the 6th Cycle Housing Element to the community, includes the following actions:
• Virtual Workshop #1, on October 14, 2021
• Joint Planning Commission/City Council Workshop, on November 15, 2021 • Virtual Workshop #2, on November 17, 2021
• A Public review Draft of the Housing Element, posted on the City’s webpage on December 16, 2021 and an online form to gather public comment on the draft.

As required by Government Code Section 65585(b)(2), all written comments regarding the Housing Element made by the public have previously been provided to each member of the City Council.

Appendix C contains a summary of all public comments regarding the Housing Element received by the City during the update process.

6. Data Sources
The data used for the completion of this Housing Element comes from a variety of sources. These include, but are not limited to:
• United States Census, 2010
• American Community Survey (U.S. Census Bureau Survey Program) • Regional Analysis of Impediments to Fair Housing (AI) • Point-in-Time Homeless Census by the Regional Task Force on the Homeless, 2019 • Home Mortgage Disclosure Act (HMDA) lending data
• California Department of Economic Development
• California Employment Development Division Occupational Wage data, 2020 • Department of Housing and Urban Development, Comprehensive Housing Affordability Strategy (CHAS), 2013-2017
• SCAG Regional Growth Forecast, RTP/SCS
The data sources represented the best data available at the time this Housing Element Update was prepared. The original source documents contain the assumptions and methods used to compile the data.

7. Housing Element Organization
This Housing Element represents the City of Calimesa’s policy program for the 2021-2029, 6th Housing Cycle Planning Period. The Housing Element is comprised of the following Chapters:

Chapter 1: Introduction contains as summary of the content, organization and statutory consideration of the Housing Element.

Chapter 2: Community Profile contains an analysis of the City’s population, household and employment base, and the characteristics of the housing stock.

Chapter 3: Housing Constraints and Resources examining governmental and non-governmental constraints on production, maintenance, and affordability of housing and provides a summary of housing resources, including sites identification and funding and financial considerations.

Section 1: Introduction Page 1-6
Calimesa Housing Element Update
Chapter 4: Housing Plan addresses the City’s identified housing needs, including housing goals, policies and programs.

Appendices provides various appendices with supplementary background resources including:
• Appendix A – Review of Past Performance of 5th Cycle Housing Element Programs • Appendix B – Adequate Sites Analysis
• Appendix C – Community Engagement Summary

Section 2: Community Profile Page 2-1
Calimesa Housing Element
Community Profile
Section 2:

Section 2: Community Profile Page 2-2
Calimesa Housing Element
Section 2: Community Profile
The Community Profile provides an overview of the City’s housing and population conditions which are the foundation for policies and programs within with the Housing Element. The City of Calimesa strives to achieve a balanced housing stock that meets the varied needs of all income segments of the community.

To understand the City’s housing needs, the nature of the existing housing stock and the housing market are comprehensively evaluated. This section of the Housing Element discusses the major components of housing needs in Calimesa, including population, household, economic, and housing stock characteristics.

Each of these components is presented in a regional context, and, where relevant, in context of other nearby communities. This assessment serves as the basis for identifying the appropriate goals, policies, and programs for the City to implement during the 2021-2049 Housing Cycle Element.

A. Population Characteristics
Population characteristics affect current and future housing demands in a community. A city’s population growth, age composition, race and ethnicity, and employment trends influence the type and extent of housing needs, as well as the ability of the local population to afford housing costs. The following section describes and analyzes the various population characteristics and trends that affect housing need.

1. Population Growth
Table 2-1 provides population projections through 2040 as calculated by the Southern California Association of Governments (SCAG) 2016-2040 Regional Growth Forecast. The City of Calimesa’s population is projected to increase by 68.8 percent from 2010 to 2020 and increase by 86.5 percent from 2020 to 2040. The City’s population forecast is greater than Riverside County as well as the surrounding cities of Banning, Beaumont, Hemet, and Moreno Valley. The County population is project to increase by

13.3 percent from 2010 to 2020 and increase by 28.4 percent from 2020 to 2040. Additionally, the City of Banning, closest in population size to Calimesa, is projected to experience lower changes of growth through 2040, an overall 25.4 percent, whereas Calimesa is projected to experience an overall change of 155.3 percent in the same timeframe. Population projections are critical to the planning of housing in order to meet the needs of both current and future Calimesa residents.

Table 2-1: Population Growth (2010-2040)
Jurisdictions
Jurisdictions Jurisdictions
2010
Actual
2012
Projected
2020
Projected
2035
Projected
2040
Projected
2010-
2020
2020-
2040
Banning 29,603 30,100 32,400 36,500 37,600 9.4% 16.0%
Beaumont 36,877 39,400 51,600 78,800 80,600 39.9% 56.2% Calimesa 7,879 8,100 13,300 23,900 24,800 68.8% 86.5%
Hemet 78,657 80,800 91,900 115,400 126,500 16.8% 37.6%
Moreno
Valley 193,365 197,600 210,600 250,200 256,600 8.9% 21.8% Riverside
County 2,189,641 2,245,100 2,479,800 3,055,100 3,183,700 13.3% 28.4% Represents an estimate from the SCAG 2016-2040 Regional Growth Forecast.

Sources: Bureau of the Census (2010) and SCAG 2016-2040 Regional Growth Forecast by Jurisdiction Report.

Section 2: Community Profile Page 2-3
Calimesa Housing Element

2. Age Characteristics
Housing demand within the market may be determined by preferences of certain ag e groups. Interest in housing type may vary by the type of household (age, family/non-family, etc.). Households may look to upgrade in terms of quality and size; additionally, younger and middle-aged households seek homes that can accommodate growing households, while older households may look to downsize to lower maintenance homes.1 For example, seniors may favor apartments, low to moderate-cost condominiums, and smaller or more affordable single-family units because they tend to live on smaller or fixed incomes and have smaller families. Middle-aged persons between 35 and 65 years of age make up a major portion of the homebuyer market for moderate to high cost apartments and condominiums because they generally have higher incomes and larger families to accommodate. As population moves through different stages of life, housing must accommodate new or adjusted needs.

In 2010, those between 50 and 64 year of age made up the largest percentage of the population. More recently, in 2015 and 2019, persons over the age of 65 make up the largest percent of the population.

Figure 2-1 shows that between 2010 and 2019 the general age of the population has been increasing; the percentage of people 65 years of age and over had increased from 24.1 percent to 27.2 percent. Meanwhile, those 50 to 64 years of age has decreased 4.8 percent. Additionally, individuals under 5 years of age make up the smallest population age demographic in Calimesa from 2010 to 2019. This population decreased in size by 2 percent between 2010 and 2019.

Figure 2-1: Age Distribution in Calimesa (2010 – 2019)
Source: American Community Survey, 5-Year Estimates, 2010, 2015, 2019.

Table 2-2 Shows that Calimesa’s most populous age group is 65 years of age or older and represents 27.7 percent of the population in 2019. This trend is consistent with the City of Banning; however, Riverside County and the cities of Beaumont and Hemet have higher percentages of persons between 5 and 19 years of age. Table 2-2 also shows that Calimesa’s lowest populated group is made up of individuals under the age of 5 with 3.1 percent of the total population. This age range is consistently the lowest population across the neighboring cities and Riverside County.
1 RCLCO Real Estate Advisors, Housing and Community Preference Survey, 2018.

Under 5 years 5 to 19 years 20 to 34 years 35 to 49 years 50 to 64 years 65 years and over
2010 5.1% 17.5% 14.3% 14.4% 24.8% 24.1%
2015 2.3% 18.9% 11.5% 16.2% 21.0% 30.4%
2019 3.10% 18.4% 14.5% 16.9% 20.0% 27.2%
0%
5%
10%
15%
20%
25%
30%
35%

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Calimesa Housing Element
Table 2-2: Age Characteristics / Age Distribution (2019) Jurisdiction Under 5 5 to 19 20 to 34 35 to 49 50 to 64 65 years + Banning 6.3% 18.4% 18.1% 15.7% 14% 27.4%
Beaumont 7.8% 24.4% 18.7% 19.4% 16.3% 13.5%
Calimesa 3.1% 18.4% 14.5% 16.9% 20% 27.7%
Hemet 6.7% 22.3% 16.9% 15.4% 16.5% 22%
Moreno Valley 7.2% 24% 25.3% 19.5% 15.6% 8.6%
Riverside County 6.5% 21.9% 20.9% 19% 17.6% 14.2%
Source: American Community Survey, 5-Year Estimates, 2019.

3. Race/Ethnicity Characteristics
Equal opportunity for housing is an important component in the provision of housing units within cities. The analysis of current race and ethnicity demographics assists the City in determining potential housing needs across all racial and ethnic groups in the community. The Housing Element contains a further discussion of race and ethnicity in the Fair Housing analysis within Section 3.

Figure 2-2 displays that the racial and ethnic composition of the City of Calimesa is made up of mostly White Alone individuals at 80 percent, compared to 59.9 percent across Riverside County. Of the total population of all races within the City, 30.5 percent identify as Hispanic or Latino. Persons identified Asian made up 3.3 percent of the City’s population and those who identified as Black or African American made up 1.3 percent. American Indian and Alaska Native identified persons represent the smallest racial group in the City at 1 percent of the population. Native Hawaiian or other Pacific Islander ethnicities are not represented within the City as they maintain 0.0 percent of the Calimesa population. Additionally, the County of Riverside’s largest population identified as White, and about 48.9 percent of the County’s population identified Hispanic or Latino. Both the Asian and Black population each totaled under 7 percent respectively in the County. The American Indian and Alaska Native and the Native Hawaiian or Other Pacific Islander ethnicities each total under 2 percent of the overall County population with the Nativ e Hawaiian or Other Pacific Islander ethnicities representing the smallest population with 0.3 percent.

Figure 2-2: Racial Ethnic Composition (2019)
Source: American Community Survey, 5-Year Estimates, 2019.

White
Alone
Black or
African
American
American
Indian and
Alaska
Native
Asian
Native
Hawaiian
or Other
Pacific
Islander
Some
Other
Race
Two or
More
Races
Hispanic
or Latino*
Calimesa 80.0% 1.3% 1.0% 3.3% 0.0% 7.3% 7.1% 30.5%
Riverside County 59.9% 6.5% 0.8% 6.5% 0.3% 21.5% 4.4% 48.9% 0%
10%
20%
30%
40%
50%
60%
70%
80%
90%

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Calimesa Housing Element
Table 2-3 shows that in 2019, the majority of residents within Riverside County and the cities adjacent to Calimesa were White with the exception of the City of Moreno Valley. In Moreno Valley, the largest ethnic population was Hispanic or Latino. Overall, persons who reported Hispanic or Latino of any race made up above 30 percent of the population in Calimesa and above 45 percent of the population in all of the surrounding cities as well as Riverside County. All of the following cities have the lowest population percentages of American Indian and Alaska Native as well as Native Hawaiian or Other Pacific Islander population.

Table 2-3: Racial/Ethnic Composition (2019)
Jurisdiction White Black
American
Indian
and
Alaska
Native
Asian
Native
Hawaiian
or Other
Pacific
Islander
Some
Other
Race
Two or
More
Races
Hispanic
or Latino
(of any
race)
Banning 67.0% 8.2% 3.0% 4.7% 0.0% 13.7% 3.3% 47.0%
Beaumont 64.9% 9.1% 1.2% 8.8% 0.1% 11.5% 4.3% 46.5%
Calimesa 80.0% 1.3% 1.0% 3.3% 0.0% 7.3% 7.1% 30.5%
Hemet 74.5% 8.0% 1.3% 3.0% 0.4% 8.3% 4.6% 45.8%
Moreno
Valley 35.5% 17.5% 0.4% 6.1% 0.3% 37.4% 2.9% 58.7%
Riverside
County 59.9% 6.5% 0.8% 6.5% 0.3% 21.5% 4.4% 48.9%
Source: American Community Survey, 5-Year Estimates, 2019.

An important component of analyzing race and ethnicity is identifying how demographics within Calimesa have changed over time. Table 2-4 illustrates changes between 2010 and 2019. The demographic group in Calimesa with the highest percentage of concentration change from 2010 to 2019 was the Asian population with an overall increase of 252 percent. This figure contrast with demographic data summarized in Figure 2-2, which showed that despite the significant increase in population size, Asian individuals were the fifth largest ethnic group in Calimesa for the year 2019. Calimesa’s Some Other Race and Two or More Races population groups showed a decrease from 2010 to 2015 and significant increase from 2015 to 2019. Additionally, Figure 2-2 shows that both Some Other Race and Two or More Races population groups made up the third and fourth largest population groups in Calimesa for the year 2019 respectively.

The Black or African American population and Hispanic or Latino population showed co nsistent population increases through 2010 to 2019 overall. Calimesa’s White population showed an increase of 5 percent from 2010 to 2015 however between 2015 and 2019 the population decreased by -10 percent. Additionally, American Indian and Alaska Native and Native Hawaiian or Other Pacific Islander populations were not represented within Calimesa’s population in 2010 but were present in 2015 however their presence declined by 2019.

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Calimesa Housing Element
Table 2-4: Racial/Ethnic Composition in Calimesa (2010-2019) Race/Ethnicity 2010 2015 2019
Percent
Change
2010 to
2015
Percent
Change
2015 to
2019
White 85.1% 89.2% 80% 5% -10%
Black 0.6% 1.1% 1.3% 83% 18%
American Indian
and Alaska Native 0.0% 1.9% 1.0% -- -47%
Asian 0.8% 2.6% 3.3% 225% 27%
Native Hawaiian or
Other Pacific
Islander

0.0% 0.1% 0.0% -- -100%
Some Other Race 7.7% 2.4% 7.3% -69% 204%
Two or More Races 5.7% 2.8% 7.1% -51% 154%
Hispanic or Latino 23.2% 26% 30.5% 12% 17%
Source: United States Census Bureau, 2010 and 2015 and American Community Survey, 5-Year Estimates, 2019.

It is important to understand the demographic characteristics of Calimesa and how those characteristics may affect and determine different housing needs and desires. Housing needs may vary between ethnic or racial groups due to different cultural norms or preferences. For example, Asian or Hispanic cultures often choose to live multi-generationally, requiring larger housing units. If these considerations are unaccounted for, inappropriate housing stock and availability within a city may occur leading to overcrowding.

B. Economic Characteristics
Income levels and economic characteristics vary throughout Calimesa and generate a difference in housing unit demand and housing type demand. Housing needs at different income levels throughout Calimesa highlight the importance of developing and maintaining a diverse housing stock. Similarly, since housing demand increases as employment increases, the amount of housing within Calimesa may be affected by changes in economic conditions.

1. Employment and Wage Scale
Employment characteristics within a city can directly affect housing needs and trends. Employment and income affect the ability of the population to purchase housing and may influence the types of housing households or persons are able to purchase. Table 2-5 summarizes projected employment growth for Calimesa and its surrounding cities along with Riverside County from 2012 to 2040. The data is projection data from SCAG’s 2016-2040 Final Growth Forecast.

Calimesa is estimated to have experienced an employment growth of 161.5 percent between 2012 and 2020. A continued employment growth of 73.5 percent is predicted into the future years from 2020 to 2040.

Calimesa is projected to have an employed population of 3,400 in 2020 and an employed population of 5,900 persons in 2040. This presents a total change of 4,600 newly employed individuals from 2012 to 2040. By comparison, Riverside County’s projected employment growth has a lower rate of change than Calimesa from 2020 to 2040 with a 38.4 percent increase. Calimesa is projected to maintain a higher percentage increase of jobs from 2012 to 2040 than the surrounding cities .

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Calimesa Housing Element
Table 2-5: Employment Growth (2012-2040)
Jurisdiction 2012 2020 2035 2040 % Change
2012-2020
% Change
2020-2040
Numeric
Change
2012-2040
Banning 7,300 10,000 13,500 14,200 37.0% 42.0% 6,900
Beaumont 5,900 11,400 17,200 18,000 93.2% 57.9% 12,100
Calimesa 1,300 3,400 5,600 5,900 161.5% 73.5% 4,600
Hemet 21,000 27,200 39,500 45,500 29.5% 67.3% 24,500
Moreno Valley 31,400 55,900 80,200 83,200 78.0% 48.8% 51,800 Riverside
County 616,600 848,700 1,111,800 1,174,300 37.6% 38.4% 557,700 Source: SCAG 2016-2040 Regional Growth Forecast by Jurisdiction Report.

Base on the American Community Survey (ACS) 5-Year Estimates, the number of employed people in Calimesa is estimated to have reached 3,349 in 2019. This value falls short of the value projected by the SCAG 2016-2040 Final Growth Forecast for 2020 by approximately 51.

Table 2-6 shows 2010 and 2019 ACS employment data for the City of Calimesa by sector. Key findings identified in the table include the following:
• Education services, health care, and social assistance industries were the largest employers of Calimesa residents at 24.3 percent in 2019.
• Retail trade also employed a relatively high percentage of Calimesa residents at 14.1 percent which was a significant increase from 11.3 percent in 2010.
• The agriculture, forestry, fishing and hunting, and mining industry experienced the greatest growth between 2010 and 2019 with an increase of 70 percent.
• The finance and insurance, and real estate and rental leasing industry increased by 43.3 percent between 2010 and 2019.
• The professional, scientific, management, and administrative services increased from 7.5 percent to 9.4 percent.
• Meanwhile, wholesale trade decreased by 43.2 percent and public administration decreased by

35.2 percent between 2010 and 2019.
• Overall, there was a 13.3 percent increase in employment for Calimesa residents between 2010 and 2019.

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Calimesa Housing Element
Table 2-6: Employment by Sector (2019)
Industry Sector
2010 2019 Percent
Change
2010-
2019
# of people
employed
% of City
Employed
Population
# of people
employed
% of City
Employed
Population
Agriculture, forestry, fishing
and hunting, and mining 10 0.3% 17 0.5% 70.0%
Construction 346 11.7% 375 11.2% 8.4%
Manufacturing 129 4.4% 167 5.0% 29.5%
Wholesale trade 88 3.0% 50 1.5% -43.2%
Retail trade 333 11.3% 471 14.1% 41.4%
Transportation and
warehousing, and utilities 241 8.2% 265 7.9% 10.0%
Information 51 1.7% 64 1.9% 25.5%
Finance and insurance, and
real estate and rental leasing 107 3.6% 154 4.6% 43.9%
Professional, scientific,
management, and
administrative services
222 7.5% 314 9.4% 41.4%
Education services, health
care, and social assistance 661 22.4% 814 24.3% 23.1%
Arts, entertainment, recreation,
accommodation, and food
services
387 13.1% 345 10.3% -10.9%
Other services (except public
administration) 108 3.7% 136 4.1% 25.9%
Public Administration 273 9.2% 177 5.3% -35.2%
Total 2,956 100% 3,349 100% 13.3%
Source: American Community Survey, 5-Year Estimates, 2010 and 2019.

Analyzing unemployment rate is essential to understand current and future housing affordability and needs.

According to 2019 ACS survey data, at 6.1 percent, Calimesa has the lowest unemployment rate compared to surrounding cities and Riverside County. Calimesa’s unemployment rate is about 1.4 percent lower than the County and 0.6 percent lower than Beaumont, the city with the second lowest unemployment rate. The City of Hemet had the highest unemployment rate of 12.9 percent listed in Table 2-7.

Table 2-7: Unemployment Rate, 2019
Jurisdiction Unemployment rate
Banning 9.1%
Beaumont 6.7%
Calimesa 6.1%
Hemet 12.9%
Moreno Valley 8.4%
Riverside County 7.5%
Source: American Community Survey, 5-Year Estimates, 2019. *Population 16 years and over

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Calimesa Housing Element
Based on the data summarized in Table 2-7, approximately six percent of Calimesa’s population was without work in 2019 and therefore may require more affordable housing options. For those that are employed, income level can further identify housing types and needs to be provided within Calimesa.

According to SCAG’s approved Regional Housing Needs Assessment (RHNA) Methodology, housing needs by income are broken down into four income levels:
• Very Low Income (50 percent or less the County’s area median income) • Low Income (50-80 percent of the County’s median income) • Moderate Income (80-120 percent of the County’s median income) • Above Moderate Income (120 and above of the County’s median income) Riverside County’s median income for 2019 was $67,005, according to ACS data. Table 2-8 shows the occupations that fall below 50 percent of this amount are farming, fishing, and forestry and food preparation and serving related occupations. The majority of occupation in Riverside County have an average income that qualifies as either moderate or low.

Table 2-8: Mean Salary by Occupation in Riverside County Occupation Salary
Management $117,862
Legal $117,415
Healthcare Practitioners and Technical $102,182
Architecture and Engineering $91,836
Computer and Mathematical $89,837
Life, Physical and Social Sciences $85,766
Business and Financial Operations $73,959
Education, Training and Library $71,328
Arts, Design, Entertainment, Sports and Media $61,636
Construction and Extraction $58,145
Protective Services $59,895
Community and Social Service $62,523
Installation, Maintenance and Repair $56,287
Sales $45,301
Office and Administration Support $44,925
Production $42,134
Transportation and Material Moving $40,914
Healthcare Support $35,293
Building, Grounds Cleaning, and Maintenance $38,856
Personal Care and Service $35,614
Farming, Fishing and Forestry $32,135
Food Preparation and Serving Related $32,268
Source: California Employment Development Division, Occupational Wage data, 2021.

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Calimesa Housing Element
C. Household Characteristics
Statistics like income, affordability, and special needs groups are typically measured at the household level.

A household consists of a house and its occupants, which may include a single occupant, related persons, or unrelated people sharing a housing unit. Some occupants may be classified as a Special Needs group, which may include large families, single parent households, or low and extremely low-income households, which are so classified as they may face unique financial housing challenges, Household trends for Calimesa are analyzed within this section and provide useful information used to plan for the future housing need of the City.

1. Household Type and Size
Table 2-9 and Figure 2-3 display ACS data from 2019 on household characteristics for Calimesa and surrounding cities. There was a total of 3,235 households in Calimesa in 2019. Of these households, half are married-couple family households (50.1 percent), and 35.4 percent are non-family households. Nonfamily households include persons living alone and persons living with roommates. Female headed households without a spouse present also represent just under 8 percent of the Calimesa households.

In comparison to surrounding cities, the City of Calimesa has the highest percentage of non-family households (35.4 percent); Riverside County has an estimated 27.3 percent non-family households.

Additionally, Calimesa has the lowest percentage of female headed households without a spouse present at 7.9 percent. This is approximately 5.1 percent lower than Riverside County and 12.5 percent less than Moreno Valley which has the highest at 20.4 percent.

Table 2-9: Household Characteristics
Jurisdiction
MarriedCouple
Family
Households
% of Total
Households
Female
Household,
No Spouse
Present
% of Total
Households
Non-Family
Household
% of Total
Households
Total
Households
Banning 4,636 42.2% 1,676 15.2% 3,998 36.4% 10,991
Beaumont 8,404 60.5% 1,792 12.9% 2,913 21.0% 13,886
Calimesa 1,622 50.1% 254 7.9% 1,144 35.4% 3,235
Hemet 12,989 45.0% 4,093 14.2% 10,126 35.0% 28,893
Moreno
Valley 28,270 55.6% 10,389 20.4% 8,170 16.1% 50,886
Riverside
County 389,892 53.8% 94,380 13.0% 197,808 27.3% 724,893 Source: American Community Survey, 5-Year Estimates, 2019.

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Calimesa Housing Element
Figure 2-3: Calimesa Household Characteristics in Percent (2019) Source: American Community Survey, 5-Year Estimates, 2019.

Table 2-10 summarizes household changes from 2010 through 2019. Since 2010 the total households in Calimesa were estimated to have increase by 59 households. In that same time, married -couple family households as well as female households with no spouse present each experienced an approximate 2 percent decrease. In comparison, non-family households grew by about 1 percent. Senior households experienced the most growth at about 30 percent in 9 years.

Table 2-10: Changes in Household Types
Household Type 2010 Percent 2015 Percent 2019 Percent
Total Households 3,176 100.0% 3,376 100.0% 3,235 100.0% Married-Couple
Family Households 1,680 52.9% 1,620 48.0% 1,622 50.1%
Female Household,
No Spouse Present 302 9.5% 270 8.0% 254 7.9%
Nonfamily
Household 1,099 34.6% 1,276 37.8% 1,144 35.4%
Householder 65
Years and Over 485 15.3% 605 17.9% 1485 45.9%
Source: American Community Survey, 5-Year Estimates, 2010, 2015, 2019.

Calimesa has an average household size of 2.44 in 2019, almost one person per household less than Riverside County (Table 2-11). Calimesa’s average household size is the lowest of the surrounding cities.

Moreno Valley has the largest average household size at 3.86 persons per household.

Married-couple
Households
Female Households,
No Spouse Present Non-family Household Household Age 65 orAbove Calimesa 50.1% 7.9% 35.4% 45.9%
0%
10%
20%
30%
40%
50%
60%

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Calimesa Housing Element
Table 2-11: Average Household Size
Jurisdiction Average Persons per
Household
Banning 2.69
Beaumont 3.18
Calimesa 2.44
Hemet 2.68
Moreno Valley 3.86
Riverside County 3.23
Source: California Department of Finance, 2021.

2. Household Income
Household income can be directly connected to the type, size and condition of housing that a household can afford. As a household’s income increases, the ability to afford a higher priced housing unit also increases. This may include access to a larger sized unit and/or the ability to move from a rental to an ownership opportunity. However, as household income decreases, households are more likely to utilize a disproportionate amount of their income towards housing costs. This may result in incidences of overcrowding and substandard living conditions.

The California State Department of Housing and Community Development (HCD) has identified the following income categories based on the Median Family Income (MFI) of Riverside County:
• Very Low-income: households earning between 0 and 50 percent of the MFI • Low-income: households earning between 51 percent and 80 percent of the MFI • Moderate Income: households earning between 81 percent and 120 percent of the MFI • Above Moderate Income: households earning over 120 percent of the MFI State Law also defines extremely low-income as households earning 30 percent or less of the MFI and are considered a subset of the very low-income category. Combined, the extremely low, very low, and lowincome groups are referred to as lower income.

Calimesa’s household income characteristics directly inform the housing types that would be most beneficial to the City’s population. Income characteristic assist in determining to what degree affordable housing is required to meet the needs of the population. Further, above average income levels allow for the occupancy of larger housing units. The majority of Calimesa’s households exist within a moderate or above moderate average income level as summarized in Table 2-12. Households with an extremely low income make up 12 percent of the City’s households. Similarly, very low-income households make up 10.8 percent of the City’s households.

Table 2-12: Households by Income Category in Calimesa
Income Category (% of County MFI) Households Percent
Extremely Low (30% MFI or less) 400 12.0%
Very Low (31 to 50% MFI) 360 10.8%
Low (51 to 80% MFI) 585 17.5%
Moderate or Above (over 80% MFI) 1,990 59.6%
Total 3,340 100%
Source: Department of Housing and Urban Development (HUD) Comprehensive Housing Affordability Strategy (CHAS), 2013-2017.

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Calimesa Housing Element
The median household income in Calimesa is shown to be $10,102 below Riverside County’s average household income. Figure 2-4 illustrates this difference with comparisons to surrounding cities and Riverside County’s income median. Therefore, a significant number of households in Calimesa have a lower income and depending on housing prices in the City, may not be able to afford housing within the immediate area.

Figure 2-4: Median Household Income by City (2019)
Source: American Community Survey, 5-Year Estimates, 2019.

Table 2-13 below shows that the median household income in Calimesa is approximately 15.1 percent lower than the regional average. The City of Hemet has the lowest median income in the area, followed by Banning and then the City of Calimesa. The City of Beaumont has the highest median income and is well above Riverside County’s median income. Figure 2-5 illustrates that approximately 15 percent of households in Calimesa have an average income of $100,000 to $149,999 annually, and 10 percent have an average income of $150,000 or greater. Conversely, 31 percent of households have an average income less than $35,000.

Table 2-13: Median Household Income
Jurisdiction
2017 2019
Median
Income
Percent
Above/Below
Regional
Median
Median
Income
Percent
Above/Below
Regional Median
Banning $39,700 -34.7% $42,274 -36.9%
Beaumont $71,664 17.9% $84,105 25.5%
Calimesa $50,174 -17.5% $56,903 -15.1%
Hemet $37,171 -38.9% $39,726 -40.7%
Moreno Valley $59,827 -1.6% $66,134 -1.3%
Riverside County $60,807 -- $67,005 --
Source: American Community Survey, 5-Year Estimates, 2017, 2019. $42,274
$84,105
$56,903
$39,726
$66,134
$67,005
$-
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
$90,000
Banning Beaumont Calimesa Hemet Moreno Valley
Income Riverside County

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Calimesa Housing Element
Figure 2-5: Calimesa Income Breakdown by Category
Source: American Community Survey, 5-Year Estimates, 2019.

D. Housing Problems
The Comprehensive Housing Affordability Strategy (CHAS) developed by the Census Bureau provides detailed information on housing needs by income level for different types of households in Calimesa. The most recent available CHAS data for Calimesa was published in August 2020 and was based on 2013- 2017 ACS data (Table 2-14).

A “housing problem” may include one or more of the following variables:
• Units lack complete kitchen facilities.
• Units lack complete plumbing (bathroom) facilities.
• Overcrowded units with more than one person per room.

Housing cost burdens, including utilities, exceeding 30 percent of gross income; Severe Housing Problems:
• Units lack complete kitchen facilities.
• Units lack complete plumbing (bathroom) facilities.
• Overcrowded units with more than 1.5 persons per room. • Housing cost burdens, including utilities, exceeding 50 percent of gross income.

Table 2-14 shows that a greater percentage of renters’ experience Housing Problems than homeowners.

Approximately 43 percent of renters experience at least 1 of 4 Housing Problems and about 31 percent have at least 1 of 4 Severe Housing Problems. Conversely, 29.3 percent of homeowner households have Less than $25,000
20%
$25,000 to $34,999
11%
$35,000 to $49,999
14%
$50,000 to $74999
18%
$750,00 to $99,999
12%
$100,000 to 149,999
15%
$150,000 or more
10%

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Calimesa Housing Element
a Housing Problem and 13.7 percent have at least 1 Severe Housing Problem. In total, about 31 percent of households in Calimesa live with at least 1 Housing Problem and 16.5 percent live with at least 1 Severe Housing Problem.

Table 2-14: Housing Assistance Needs of Lower Income Households Housing Problem
Overview** Owner Percent of Owner HH Renter Percent of Renter HH Total Percent of Total HH Household has at least
1 of 4 Housing
Problems
825 29.3% 225 43.3% 1,050 31.4%
Household has none of
4 Housing Problems 1,945 69.0% 265 51.0% 2,210 66.2%
Cost Burden not
available, no other
problems
50 1.8% 30 5.8% 80 2.4%
Total 2,820 84.4%* 520 15.6%* 3,340 100.0%
Severe Housing
Problem Overview*** Owner Percent of Total HH Renter Percent of Total HH Total Percent of Total HH Household has at least
1 of 4 Severe Housing
Problems
385 13.7% 165 31.7% 550 16.5%
Household has none of
4 Severe Housing
Problems
2,385 84.6% 330 63.5% 2,715 81.3%
Cost Burden not
available, no other
problems
50 1.8% 30 5.8% 80 2.4%
Total 2,820 84.4%* 520 15.6%* 3,340 100.0%
Source: U.S. Department of Housing and Urban Development (HUD), Comprehensive Housing Affordability Strategy (CHAS) 2013-2017.
* Percent of total households
** The four housing problems are: incomplete kitchen facilities, incomplete plumbing facilities, more than 1 person per room, and cost burden greater than 30%.
*** The four severe housing problems are: incomplete kitchen facilities, incomplete plumbing facilities, more than 1.5 persons per room, and cost burden greater than 50%.

1. Overcrowding
Overcrowded households are defined as those with more than one occupant per room, excluding bathrooms, kitchens, hallways, and porches. Severely overcrowded households are households with greater than 1.5 persons per room. An overcrowded household may result from a number of factors, including a lack of affordable housing (which forces more than one household to live together) and/or a lack of available housing units of adequate size.

Overcrowding in households can accelerate the physical deterioration of housing stock and infrastructure due to the intensive use of individual housing units resulting in excessive wear and tear, and the potential cumulative overburdening of community infrastructure and sewer, trash, and water service capacity. This burden can further be exacerbated by declining environmental and public health outcomes due to proximity of persons living together. The combination of lower incomes and high housing costs may result in households living in overcrowded housing conditions.

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Calimesa Housing Element
In 2017, Calimesa was estimated to have a low percentage of overcrowded housing units (3 percent) and no severely overcrowded housing units, as summarized in Table 2-15. In 2019, the total overcrowded housing units decreased by about one percent. The data shows that there is a higher percentage of homeowners living in overcrowded housing units than renters.

Table 2-15: Overcrowding by Tenure, Calimesa
Tenure
Overcrowded Housing
Units
(1.0 to 1.50 persons/room)
Severely Overcrowded
Housing Units
(>1.51 persons/room)
Total Overcrowded
Occupied Housing Units
Count
Percent of
Total
Occupied
Housing
Units
Count
Percent of
Total
Occupied
Housing
Units
Count
Percent of
Total
Occupied
Housing
Units
2017
Renter
Occupied 24 0.7% 0 0.0% 24 0.7%
Owner
Occupied 77 2.3% 0 0.0% 77 2.3%
Total 101 3.0% 0 0.0% 101 3.0% 2019
Renter
Occupied 22 0.7% 0 0.0% 22 0.7%
Owner
Occupied 50 1.5% 0 0.0% 50 1.5%
Total 72 2.2% 0 0.0% 72 2.2%
Source: American Community Survey, 5-Year Estimates, 2017, 2019.

Calimesa’s owner-occupied overcrowded housing units make up approximately two thirds of the overcrowded units found in the City as shown in Table 2-16. Renter occupied overcrowded housing units make up approximately one third of the overcrowded units in Calimesa. Lower incomes may create the potential for overcrowding due to lack of resources for adequately sized housing units. Calimesa has the highest rate of overcrowding in owner occupied units and the lowest rate of overcrowding in renter occupied units than its surrounding cities and the County (69.4 percent and 30.6 percent, respectively). Calimesa’s percentage of overcrowded units is also shown in Table 2-17 to be 4 percent lower than Riverside County as a whole in 2017 and 4.7 percent lower in 2019. Table 2-17 shows that between 2017 and 2019 the City of Calimesa, Beaumont, Hemet, and Riverside County all experienced a decrease in the number of overcrowded units.

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Calimesa Housing Element
Table 2-16: Overcrowded Housing Units by Tenure
Jurisdiction
Owner Occupied Overcrowded
Units
(>1.0 persons/room)
Renter Occupied Overcrowded
Units
(>1.0 persons/room)
Count
Percent of Total
Overcrowded
Units
Count
Percent of
Total
Overcrowde
d Units
Banning 197 28.7% 490 71.3%
Beaumont 259 52.3% 236 47.7%
Calimesa 50 69.4% 22 30.6%
Hemet 604 35.6% 1092 64.4%
Moreno Valley 2506 45.9% 2957 54.1%
Riverside
County 20,896 41.5% 29,428 58.5%
Source: American Community Survey, 5-Year Estimates, 2019.

Table 2-17: Overcrowded Housing Units
Jurisdiction
2017 2019
Total
Overcrowded
Units
Percent
Total
Overcrowded
Units
Percent
Banning 610 5.6% 687 6.3%
Beaumont 505 3.8% 495 3.6%
Calimesa 101 3.0% 72 2.2%
Hemet 1,825 6.1% 1,696 5.9%
Moreno Valley 5,281 10.4% 5,463 10.7%
Riverside County 50,021 7.0% 50,324 6.9%
Source: American Community Survey, 5-Year Estimates, 2017, 2019.

2. Overpayment (Cost Burden) In Relationship to Income
State and federal standards indicate that a household paying more than 30 percent of its income for housing is overpaying resulting in a significant cost burden. Severe overpayment is indicated when greater than 50 percent of income is allocated to housing costs. Overpayment for housing can cause an imbalance on the remainder of a household’s budget. Overpayment provides an indicator of the ability to sustain a household budget in consideration of other factors beyond housing costs (utilities, food, maintenance, etc.). Whenever households pay an excessive amount of their income on costs directly related to housing, it decreases the amount of income available for other needs. This indicator is an important measurement of local housing market conditions as it reflects the affordability of housing in the community. Federal and state agencies utilize overpayment indicators to determine the amount of funding allocated to a community to assist with housing opportunities.

Table 2-18 below summarizes Calimesa’s households in context of overpayment and household income.

The majority of owner-occupied households with a cost burden over 30 percent are those that have a household income between 50 and 80 percent of the HUD Median Family Income (MFI). Low-income owner-occupied households have the highest rates of cost burden in Calimesa. The owner-occupied housing units with moderate incomes have the lowest percentage of cost burden at 30 percent (2.2 percent)

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Calimesa Housing Element
of the total. Of owner-occupied households with a cost burden over 50 percent, most have earn below 30 percent of the MFI. In this same context, moderate income households hold no overpayment. As Table 2- 18 shows, owner-occupied households have higher percentages of overpayment than renters. About 2.8 percent of renter households who earn below 30 percent MFI experience a cost burden over 30 percent;

2.8 percent of those households experience a cost burden over 50 percent. A total of 0.6 percent of moderate and above moderate-income renters experience a cost burden over 30 percent, however, none experience a cost burden greater than 50 percent.

Table 2-18: Summary of Housing Overpayment
Income by Cost
Burden*
Owner Renter
Cost
Burden
> 30%
% of
Tot.

HH*
Cost
Burden
> 50%
% of
Tot. HH
Cost
Burden
> 30%
% of
Tot. HH
Cost
Burden
> 50%
% of
Tot. HH
Household
Income is lessthan or = 30%
185 5.5% 160 4.8% 95 2.8% 95 2.8%
Household
Income >30% to
less-than or =
50% MFI
110 3.3% 45 1.3% 75 2.2% 60 1.8%
Household
Income >50% to
less-than or =
80% MFI
225 6.7% 75 2.2% 35 1.0% 0 0.0%
Household
Income >80% to
less-than or =
100% MFI
75 2.2% 0 0.0% 10 0.3% 0 0.0%
Household
Income >100%
MFI
165 4.9% 30 0.9% 10 0.3% 0 0.0%
Total 760 22.8% 310 9.3% 225 6.7% 155 4.6%
Source: Source: U.S. Department of Housing and Urban Development (HUD), Comprehensive Housing Affordability Strategy (CHAS) 2013-2017.
*% of tot. HH = Percent of Total Households in Calimesa • * Cost burden is the ratio of housing costs to household income. For renters, housing cost is gross rent (contract rent plus utilities). For owners, housing cost is "select monthly owner costs", which includes mortgage payment, utilities, association fees, insurance, and real estate taxes.

Note: MFI = HUD Area Median Family Income, this is the median family income calculated by HUD for each jurisdiction, to determine Fair Market Rents (FMRs) and income limits for HUD programs. MFI will not necessarily be the same as other calculations of median incomes (such as a simple Census number), due to a series of adjustments that are made.

E. Special Needs Group
Special needs groups are those that may encounter added difficulty in procuring adequate and affordable housing due to natural circumstances. Special needs populations include seniors, persons with disabilities, large households, single parent households, students, and farm workers. In addition, many often have lower incomes or may become homeless.

Section 2: Community Profile Page 2-19
Calimesa Housing Element
Households with Seniors (persons over the age of 65) make up the majority of households in the special needs groups category according to Table 2-19 below. The lowest percentage of households is made up of single-parent, female headed households with children (under 18 years). From a population perspective, persons with disabilities make up 17 percent of Calimesa’s population. Homeless constitute the lowest percentage of the total population with 0.2 percent. It should be understood that any of these special needs groups could overlap. For example, farmworkers could be homeless migrant workers, and elderly people could have a disability of some type. The majority of these special needs group could, therefore, be assisted by an increase in the availability of affordable housing.

Table 2-19: Special Needs Groups
Special Needs Groups Count
Percent of
Total
Households
Percent of
Total
Population
Senior Headed Households 1,485 HH 45.9% --
Seniors Over 65 Years of Age 2,394 persons -- 27.2%
Seniors Living Alone 656 HH 20.3% --
Persons with Disabilities 1,495 persons -- 17%
Persons with Developmental
Disabilities1
274 persons -- --
Large Households (5 or more
persons per household) 404 HH 12.5% --
Single-Parent Households 469 HH 14.5% --
Single-Parent, Female
Headed Households with
Children (under 18 years)
254 HH 7.9% --
People Living in Poverty 887 persons -- 10.1%
Farmworkers2 324 persons -- 3.7%
Migrant Farmworkers 1,684 persons -- --
Seasonal Farmworkers 5,607 persons -- --
Permanent Farmworkers 5,758 persons -- --
Persons Experiencing
Homelessness 17 persons -- 0.2%
College/Graduate School
Students 727 persons -- 8.2%
Source: American Community Survey, 5-Year Estimates, 2019.

HH= Households

1. Total persons who received service from the Inland Regional Center for FY 2018-19.

2. Farmworker data is taken of the population 16 years and over. Data taken at the County level and provided by USDA Statistics Services.

1. Seniors
Individuals 65 years old or older are commonly referred to as seniors. Seniors may have limited income tied to retirement payments and high healthcare costs. Due in part to their age, seniors are also more susceptible to mobility issues and self-care limitations. Specific housing needs of the senior population includes affordable housing, supportive housing (such as immediate care facilities), group homes, and other housing that includes a planned service component. Table 2-20 summarizes the senior population of Calimesa. Riverside County and the surrounding cities are included for reference. Calimesa’s senior population made up 28 percent of the total City population in 2017. This is 14.5 percent higher than the

Section 2: Community Profile Page 2-20
Calimesa Housing Element
Riverside County rate. The City of Calimesa had the highest concentration of seniors compared to the surrounding cities and the County and Moreno Valley had the lowest concentration (8 percent) of seniors.

Table 2-20 also shows that through 2019, all jurisdiction except Calimesa saw about a 1 percent or less increase in their senior populations. Calimesa’s senior population decreased by about 1 percent.

Table 2-20: Persons Age 65 and Over
Jurisdiction
2017 2019
Population
Count Percent Population Count Percent
Banning 8,206 26.6% 8,526 27.4%
Beaumont 5,669 13.0% 6,341 13.5%
Calimesa 2,383 28.0% 2,394 27.2%
Hemet 18,283 21.9% 18,690 22.1%
Moreno Valley 16,270 8.0% 17,733 8.6%
Riverside County 316,979 13.5% 340,575 14.1%
Source: American Community Survey, 5-Year Estimates, 2017, 2019.

Table 2-21 illustrates the tenure of senior households in the City of Calimesa. The majority of senior households are owner occupied with 88.4 percent of all senior households.

Table 2-21: Senior Households by Tenure
Tenure Senior Households
Percent of Total
Senior
Households
Owner Occupied 1,312 88.4%
Renter Occupied 173 11.6%
Total 1,485 100.0%
Source: American Community Survey, 5-Year Estimates, 2019.

Federal housing data defines the household types as ‘elderly family’ if it consists of two persons with either or both age 62 or over. Table 2-22 summarizes the income and tenure of elderly family households in Calimesa. Of elderly family households in Calimesa, 13.1 percent earn less than 30 percent of the surrounding area income, 26.2 percent earn less than 50 percent of the surrounding area.

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Calimesa Housing Element
Table 2-22: Elderly Households by Income and Tenure
Income Category (% of
County MFI) Owner Renter Total
Percent of
Total Elderly
Households
Extremely Low (30% MFI or
less) 180 34 214 13.1%
Very Low (30% to 50% MFI) 210 4 214 13.1%
Low (50% to 80% MFI) 380 45 425 26.0%
Moderate (80% to 100%
MFI) 225 25 250 15.3%
Above Moderate (100%
MFI or more) 465 65 530 32.5%
Total 1,460 173 1,633 100.0%
Source: HUD CHAS, 2012-2016, (Reported by the Southern California Association of Governments Per-Certified Local Housing Data for 2021).

Additional affordable housing would benefit this population since they often have fixed incomes that may not allow for the financial flexibility necessary to acquire suitable housing. In addition to overpayment problems faced by seniors due to their relatively fixed incomes, many seniors are faced with various disabilities. Smaller, more affordable housing units allow for a greater accommodation of their lifestyles.

Key Challenges and Resources to Address Senior Housing Needs Seniors in Calimesa generally have exhibited the following unique challenges to housing:
• Having limited and fixed incomes
• Disproportionately higher healthcare costs
• Require customized housing features due to mobility or self-care limitations • Transit dependency
• Limited in-home support
To address these challenges, the City should consider a variety of solutions to address the above issues.

These may include:
• More affordable housing options for Seniors
• Housing with included supportive services
• Group home housing options for persons with self-care limitations Resources currently available at the City include services and programs offered by the Norton Younglove Multipurpose Senior Center. The Norton Younglove Multipurpose Senior Center partners with the Riverside County Office of Aging and the Family Service Association to off the following services:
• Meals for Seniors at the Senior Center as well as meal delivery for eligible homebound seniors. • Group physical activities, exercise classes, arts and craft classes, BINGO, social activities, and special events.
• Resource linkage and referral for caregiving assistance, care management, insurance, legal assistance, transportation, and rental and utility assistance. • Housing for eligible seniors through the Family Service Association.

To address unique needs of senior residents living in the City, the following 2 programs have been included in Section 4:

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Calimesa Housing Element
• Action H-2.2.2: Coordinate efforts with other agencies to serve extremely low-income households, persons with disabilities, persons with developmental disabilities, the homeless, the elderly, singleparent households, and other residents with special housing needs. • Action H-4.1: Encourage a variety of public and private efforts to provide affordable housing opportunities for lower-income households, elderly households, overcrowded households, large households, persons with disabilities, persons with developmental disabilities, and single-headed households.

The City will continue providing housing resources to its senior population through community partnerships and by facilitating the development of senior housing units.

2. Persons with Physical and Developmental Disabilities Physical and developmental disabilities can hinder access to traditionally designed housing units as well as potentially limit the ability to earn adequate income. Physical, mental, and/or developmental disabilities may deprive a person from earning income, restrict one’s mobility, or make self -care difficult. Thus, persons with disabilities often have special housing needs related to limited earning capacity, a lack of accessible and affordable housing, and higher health costs associated with a disability. Some residents suffer from disabilities that require living in a supportive or assisted-living setting.

Ambulatory difficulty is the most widespread disability in Calimesa. Ambulatory difficulties relate to issues with walking and movement. Approximately 62.3 percent of Calimesa’s disability population have ambulatory difficulty. This represents 10.9 percent of the total population of Calimesa. Vision difficulties was the least common of the disabilities as shown in Table 2-23. Disabilities require different living conditions which inform housing needs for Calimesa. Those experiencing ambulatory difficulties may require smaller single-story spaces due to lack of ability to walk long distances.

Table 2-23: Disability Status
Disability Type
Under 18
with a
Disability
18 to 64
with a
Disability
65 years
and Over
with a
Disability
Total*
Percent of
Populatio
n with
Disability
Percent of
Total
Populatio
n
Population with a
Hearing Difficulty 6 51 293 350 23.4% 4.0%
Population with a
Vision Difficulty 26 43 186 255 17.1% 2.9%
Population with a
Cognitive Difficulty 14 223 168 405 27.1% 4.7%
Population with an
Ambulatory Difficulty 12 349 571 932 62.3% 10.9%
Population with a
Self-care Difficulty 22 125 127 274 18.3% 3.2%
Population with an
independent Living
Difficulty
-- 320 344 664 44.4% 9.4%
Total* 54 623 818 1,495
100.0% 100.0%
*These numbers may double count as some persons report having one or more disabilities, therefore these totals differ from the total number of persons with a disability in Table 18.

Source: American Community Survey, 5-Year Estimates, 2019.

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Calimesa Housing Element
Housing opportunities for persons with disabilities can be addressed through the provision of affordable, barrier-free housing. Rehabilitation assistance can be targeted toward renters and homeowner with disabilities for unit modification to improve accessibility.

State law requires that the Housing Element discuss the housing needs of persons with developmental disabilities, As defined by federal law, “developmental disability” means a severe, chronic disability of an individual that:
• Is attributable to a mental or physical impairment or combination of mental and physical impairments;
• Is manifested before the individual attains age 22;
• Is likely to continue indefinitely;
• Results in substantial functional limitations in three or more of the following areas of major life activity: a) self-care; b) receptive and expressive language; c) learning; d) mobility; e) self -direction; f) capacity for independent living; or g) economic self -sufficiency; and • Reflects the individual’s need for a combination and sequence of special, interdisciplinary, or generic services, individualized supports, or other forms of assistance that are of lifelong or extended duration and are individually planned and coordinated.

According to the Inland Regional Center Purchase of Service – Disparity Data Report for 2018-2019, a total of 274 individuals from the Inland Empire diagnosed with developmental disabilities received services. Of the 174 individuals, the majority have been diagnosed with Autism (78.8 percent). The rest were diagnosed with an intellectual disability (4.4 percent), Cerebral Palsy (1.8 percent), Epilepsy (0.4 percent), Category 5 (3.6 percent), and 10.9 percent reported some other disability. Of those who received services, 25.5 percent were White, 9.5 percent were Asian, 3.3 percent were Black/African American, and 29.9 percent reported as Other. Approximately 32 percent of individuals reported their ethnicity as Hispanic or Latino. The majority of those who received services were 3 to 21 years of age (77.7 percent), 21.5 percent were 2 years or younger, and less than 1 percent were over the age of 22. All individuals who received services live at the home of their parent(s) or guardian(s).

Many people with developmental disabilities can live and work independently within a conventional housing environment. Individuals with more severe developmental disabilities may require a group living environment where supervision is provided. The most severely affected ind ividuals may require an institutional environment where medical attention and physical therapy are provided. Because developmental disabilities exist before adulthood, the first issue in supportive housing for persons with developmental disabilities is the transition from the person’s living situation as a child to an appropriate level of independence as an adult.

There are several housing types appropriate for people living with a development disability: rent subsidized homes, licensed and unlicensed single-family homes, inclusionary housing, Section 8 vouchers, special programs for home purchase, HUD housing, and SB 962 (veterans) homes. The design of housing - accessibility modifications, the proximity to services and transit, and the availability of group living opportunities represent some of the types of considerations that are important in serving the needs of this group. Incorporating ‘barrier-free’ design in all, new multi-family housing (as required by California and Federal Fair Housing laws) is especially important to provide the widest range of choices for residents with disabilities. Special consideration should also be given to the affordability of housing, as people with disabilities may be living on a fixed income.

Key Challenges and Resources to Address Persons with Physical and Developmental Disabilities Persons with physical and developmental disabilities in Calimesa have exhibited the following unique challenges to housing:

Section 2: Community Profile Page 2-24
Calimesa Housing Element
• Need for specialized housing to accommodate disabilities • Higher incidence of dependent living needs
• High incidence of unemployment and having fixed income • Need for supportive services
To address these challenges, the City should consider a variety of solutions to address the above issues.

These may include:
• Regional coordination and support for services
• Prioritization of services for disabled persons
• Local supportive services to supplement physical housing needs • Housing regulation and or accommodation of unique housing needs • Group home housing options for persons with self-care limitations Resources to address the above needs include the County of Riverside’s Disability Office, Network of Care, and Department of Public Social Services. All of these County wide groups offer various supportive services such as information regarding federal and state programing and linkage and referrals to regional disability resources. Additionally, the City has a reasonable accommodation procedure that is intended to grant accommodations for persons with disabilities.

To address the unique needs of persons with disabilities living in the City, the following 4 programs have been included in Section 4:
• Action H-1.1.3: Encourage maintenance and rehabilitation to maintain the integrity of mobile home parks.
• Action H-1.1.5: Continue implementation of reasonable accommodation ordinance. • Action H-2.2.2: Coordinate efforts with other agencies to serve extremely low-income households, persons with disabilities, persons with developmental disabilities, the homeles s, the elderly, singleparent households, and other residents with special housing needs. • Action H-4.1: Encourage a variety of public and private efforts to provide affordable housing opportunities for lower-income households, elderly households, overcrowded households, large households, persons with disabilities, persons with developmental disabilities, and single-headed households.

3. Large Households
Large households are households of five or more individuals. The need to procure resources for a large group requires a greater portion of income that would otherwise go toward housing. This may lead households to find smaller, more affordable housing units which may not be large enough to adequately contain a household of that size, leading to overcrowding. Securing housing large enough to accommodate all members of a household is more challenging for renters, because multi-family rental units are typically physically smaller than single-family ownership units. Most apartment complexes do not typically have 4- or 5-bedroom units and as bedroom count increases, the affordability of a housing unit typically decreases.

Table 2-24 summarizes that 64.6 percent of large households in Calimesa are five person households,

26.2 percent are six person households, and 9.2 percent are households with seven or more persons. The majority of each of these household groups (80.9 percent) are in owner occupied units, and the remainder (19.1 percent) are in renter occupied housing units. The provision of affordable housing may alleviate potential overcrowding burdens experienced by these households.

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Calimesa Housing Element
Table 2-24: Large Households by Tenure
Household Size Owner Renter Total
Count Percent Count Percent Count Percent
5-Person
Household 207 63.3% 54 70.1% 261 64.6%
6-person
household 101 30.9% 5 6.5% 106 26.2%
7-or-more
person
Households
19 5.8% 18 23.4% 37 9.2%
Total 327 80.9% 77 19.1% 404 100.0%
Source: American Community Survey, 5-Year Estimates, 2019.

Key Challenges and Resources to Address Large Person Households Large persons households in Calimesa have exhibited the following unique challenges to housing:
• Affordable options for large households
• Higher monthly cost burdens
• Lack of available housing with sufficient bedroom counts To address these challenges, the City must consider a variety of solutions to address the above issues.

These may include:
• Affordable housing options for large households
• Prioritization of family-sized units in affordable housing developments • Leveraging of grants and funding opportunities
Resources to address the above needs include Policy Action H-4.1 to encourage efforts to provide affordable housing for large households and other special needs groups .

4. Single-Parent Households
Single parent households face different challenges due to the greater need for daycare services, health care services, and other services. An issue observed for female headed households with no spouse present is a lower average income due to income inequalities present in workplaces. Table 2-25 estimates that in 2017 approximately 54.2 percent of the single parent housing units in the City were made up of female led no spouse present households. This group was the largest single parent household group in the City. This remained the same through 2019 with single-parent female households without a spouse maintaining the same percentage. In total, single parent households increased by about 1 percent between 2017 and 2019.

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Calimesa Housing Element
Table 2-25: Single Parent Households
City of
Calimesa
Single ParentMale, No Spouse
Present
Single ParentFemale, No
Spouse Present
Single Parent
Households
Living in
Poverty
Total Single
Parent
Households
Percent of
Total
Households
Count
% of
Single
Parent
HH
Count
% of
Single
Parent
HH
Count
% of
Single
Parent
HH
Count Percent
2017 206 45.8% 244 54.2% 33 7.3% 450 13.5%
2019 215 45.8% 254 54.2% 135 28.8% 469 14.5%
Source: American Community Survey, 5-Year Estimates, 2017, 2019.

Key Challenges and Resources to Address Single Parent Households Single Parent Households in Calimesa have exhibited the following unique challenges to housing:
• Affordable housing options
• Rental and for sale housing options
• Higher monthly cost burdens with single-income families • Childcare needs for working families
To address these challenges, the City should consider a variety of solutions to address the above issues.

These may include:
• Affordable housing options for single-income families • Accessibility to childcare options
• Leveraging of grants and funding opportunities
Resources currently available within the region include CalWORKS Child Care Assistance, First 5 Riverside County, Family Service Association Child Development Centers, and S.T.A.R.S. before and after school programs offered through the Yucaipa-Calimesa Joint Unified School District.

To address unique needs of single-parent households living in the City, the following 2 programs have been included in Section 4:
• Action H-2.2.2: Coordinate efforts with other agencies to serve extremely low-income households, persons with disabilities, persons with developmental disabilities, the homeless, the elderly, singleparent households, and other residents with special housing needs. • Action H-4.1: Encourage a variety of public and private efforts to provide affordable housing opportunities for lower-income households, elderly households, overcrowded households, large households, persons with disabilities, persons with developmental disabilities, and single-headed households.

5. Farmworkers
Farmworkers are traditionally defined as persons whose primary incomes are earned through permanent or seasonal agricultural labor. Permanent farm laborers work in the fields, processing plant, or support activities on a general year-round basis. When workload increases during harvest periods, the labor force is supplemented by seasonal workers, often supplied by a labor contractor. For some crops, farms may hire migrant works, defined as those whose travel prevents them from returning to their primary residence

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Calimesa Housing Element
every evening. Farm workers have special housing needs because they earn lower incomes than many other workers and move throughout the year from one harvest location to the next.

The Unites States Department of Agriculture, National Agriculture Statistics provides data on hired farm labor across the United States. The data is compiled at both a State and Country level. Within the County of Riverside, there were a total of a total of 11,365 hired farm workers in 2017. A total of 5,758 are considered permanent, working 150 days or more and a total of 5,607 farmworkers were considered seasonal, working only 150 days or less. Additionally, the County of Riverside reported 1,684 total migrant farmworkers, 1,613 of which worked on farms with full time hired labor and 11 worked on farms with only contract labor.

According to the California Employment Development Department, the average farm worker earned between $22,000 and $35,000 annually. This annual income would place each individual or household in the low-income bracket for Calimesa. This limited income may be exacerbated by their tenuous and/or seasonal employment status. These employees and households may reside in severely overcrowded dwellings, in packing buildings, or in storage sheds. Farmworker households is a group in need of further affordable housing options.

Key Challenges and Resources to Address Farmworker Housing Needs Farmworker households in Calimesa have exhibited the following unique challenges to housing:
• Affordable housing options
• Higher incidents of cost burden for housing
• Rental and for sale housing options
Like other special needs groups, Farmworkers needs are focused on affordability of housing and access to services that support lower monthly overall costs. To address these challenges, the City must consider a variety of solutions to address the above issues. These may include:
• Affordable housing options for farmworkers
• Leveraging grant and funding opportunities

6. Extremely Low-Income Households and Poverty Status
The 2013-2017 Comprehensive Housing Affordability Strategy (CHAS) data indicated there were approximately 360 very low-income households living in Calimesa. Very low-income households are those households that earn 50 percent or less of the median family income (MFI) for Riverside County. Extremely low-income households are those households which earn less than 30 percent of the MFI. There are approximately 400 extremely low-income households in Calimesa (renters and owners). Table 2-26 below, includes data characterizing affordability and cost burden for various income groups.

Of the extremely low-income households in Calimesa, 185 households in owner occupied housing units contain at least one of the four housing problems. The housing problems identified by CHAS are provided in the Housing Problems and Severe Housing Problems section above.

Moderate income households also occupy the smallest amount if owner households with at least one of the four housing problems. For owner occupied units, households with low-income levels occupy the most housing units with at least one housing problem (235 households). In contrast, renters earning extremely low-income have the most housing units with at least one housing problem (95). As the income goes up for renters, the number of housing units with a housing problem goes down.

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Calimesa Housing Element
Table 2-26: Housing Problems for All Households (by Tenure) Income by Housing Problem
Household has
at least 1 of 4
Housing
Problems
Household has
none of 4
Housing
Problems
Cost Burden not
available, no
other Housing
Problem
Owner
Household Income is less-than or
= 30% 185 40 50
Household Income >30% to lessthan or = 50% MFI 125 155 0 Household Income >50% to lessthan or = 80% MFI 235 275 0 Household Income >80% to lessthan or = 100% MFI 75 235 0 Household Income >100% MFI 210 1,235 0
Total 825 1,945 50
Renter
Household Income is less-than or
= 30% 95 0 30
Household Income >30% to lessthan or = 50% MFI 75 4 0
Household Income >50% to lessthan or = 80% MFI 35 40 0 Household Income >80% to lessthan or = 100% MFI 10 65 0 Household Income >100% MFI 10 155 0
Total 225 265 30
Total Households (Owner and
Renter) 1050 2210 80
Source: Source: U.S. Department of Housing and Urban Development (HUD), Comprehensive Housing Affordability Strategy (CHAS) 2013-2017.
* The four housing problems are: incomplete kitchen facilities, incomplete plumbing facilities, more than 1 person per room, and cost burden greater than 30%.
** The four severe housing problems are: incomplete kitchen facilities, incomplete plumbing facilities, more than 1.5 persons per room, and cost burden greater than 50%.

Note: MFI = HUD Median Family Income, this is the median family income calculated by HUD for each jurisdiction, to determine Fair Market Rents (FMRs) and income limits for HUD programs. MFI will not necessarily be the same as other calculations of median incomes (such as a simple Census number), due to a series of adjustments that are made.

Despite representing only 3.3 percent of Calimesa’s population in 2019, Asian individuals make up 18.9 percent of the population in Calimesa below poverty level. Similarly, despite comprising 7.1 percent of the population, individuals as Two or More Races make up 14 percent of the population of Calimesa below the poverty level. The values shown in Figure 2-6 outline potential differences in housing needs based on poverty status for different racial and ethnic groups within the City.

Section 2: Community Profile Page 2-29
Calimesa Housing Element
Figure 2-6: Percent below Poverty Level, by Race and Hispanic or Latino Origin Source: American Community Survey, 5-Year Estimates, 2019.

Key Challenges and Resources to Address Extremely Low-Income Housing Needs Extremely Low-Income Households in Calimesa have exhibited the following unique challenges to housing:
• Need for increased affordable housing options
• Markedly higher incidents for cost burden for housing • Need for smaller housing units such as SROs
• Rental Assistance
• Higher incidents of homelessness
• Higher likelihood for transitional and supportive housing Extremely Low-Income household needs are focused on affordability of housing and access to subsidies and services that support lower monthly overall costs. To address these challenges, the City must consider a variety of solutions to address the above issues. There may include:
• Affordable housing options for extremely low-income households • Creation of subsidized housing units
• Inclusionary policies
• Transitional, Supportive and homeless housing options Resources to address the needs of extremely low-income households include a variety of Federal, State, and regional programs, such as Section 8, HUD, LIHTC, CalHFA and other public and private funding sources.

To address unique needs of extremely low-income households living in the City, the following 2 programs have been included in Section 4:

9.8%

7.8%

8.8%

18.9%

0.0%

6.2%

14.0%

8.8%
0%
2%
4%
6%
8%
10%
12%
14%
16%
18%
20%
White Black or
African
American
American
Indian and
Alaska
Native
Asian Native
Hawaiian
and Other
Pacific
Islander
Some other
race
Two or more
races
Hispanic or
Latino Origin

Section 2: Community Profile Page 2-30
Calimesa Housing Element
• Action H-1.1.2: Encourage residential rehabilitation and continue to operate an owner-occupied rehabilitation program and consider the establishment of a rental rehabilitation program to preserve and conserve the City’s housing stock. The City will give priority to non-profit developers pursing projects that include extremely low-income units.
• Action H-4.1: Encourage a variety of public and private efforts to provide affordable housing opportunities for lower-income households, elderly households, overcrowded households, large households, persons with disabilities, persons with developmental disabilities, and single-headed households.

7. Persons Experiencing Homelessness
Homelessness has become an increasingly important issue within California. Factors contributing to the rise in homelessness include increased unemployment and underemployment, a lack of housing affordable to lower and moderate-income persons (especially extremely low-income households), reductions in public subsidies to the poor, and the de-institutionalization of the mentally ill.

State law mandates that municipalities address the special needs of homeless persons within their jurisdictional boundaries. “Homelessness” as defined by the U.S. Department of Housing and Urban Development (HUD) has recently been updated, the following is a list of the updated descriptions for homeless and the changes in the definition from HUD:
• People who are living in a place not meant for human habitation, in emergency shelter, in transitional housing, or are exiting an institution where they temporarily resided. The only significant change from existing practice is that people will be considered homeless if they are exiting an institution where they resided for up to 90 days (it was previously 30 days) and were in a shelter or a place not meant for human habitation immediately prior to entering that institution. • People who are losing their primary nighttime residence, which may include a motel or hotel or a doubled-up situation, within 14 days and lack resources or support networks to remain in housing.

HUD had previously allowed people who were being displaced within 7 days to be considered homeless. The proposed regulation also describes specific documentation requirements for this category.
• Families with children or unaccompanied youth who are unstably housed and likely to continue in that state. This is a new category of homelessness, and it applies to families with children or unaccompanied youth who have not had a lease or ownership interest in a housing unit in the last 60 or more days, have had two or more moves in the last 60 days, and who are likely to continue to be unstably housed because of disability or multiple barriers to employment. • People who are fleeing or attempting to flee domestic violence, have no other residence, and lack the resources or support networks to obtain other permanent housing. This category is similar to the current practice regarding people who are fleeing domestic violence.

This definition does not include persons living in substandard or overcrowded housing units, persons being discharged from mental health facilities (unless the person was homeless when entering and is considered to be homeless at discharge), or persons who may be at risk of homelessness (for example, living temporarily with family or friends).

Table 2-27 shows the population of persons experiencing homelessness on a regional level, in Calimesa, and in the surrounding cities. Calimesa had an increase in homeless population of 6.3 percent. Hemet saw a decrease, but Moreno Valley and Banning increased by 334.2 percent and 10.3 percent, respectively.

Riverside County saw an increase of about 2.6 percent in people experiencing homelessness between 2019 and 2020.

Section 2: Community Profile Page 2-31
Calimesa Housing Element
Table 2-27: Homelessness in Calimesa and Surrounding Cities Jurisdiction 2019 Percent of
County 2020 Percent of County
Percent
Change
Banning 39 1.4% 43 1.5% 10.3%
Beaumont 15 0.5% 16 0.6% 6.7%
Calimesa 16 0.6% 17 0.6% 6.3%
Hemet 112 4.0% 93 3.2% -17.0%
Moreno Valley 38 1.4% 165 5.7% 334.2%
Riverside
County 2,811 100.0% 2,884 100.0% 2.6%
Source: Riverside County Point in Time Count, April 2019, June 2020.

Key Challenges and Resources to Address Persons Experiencing Homelessness The City of Calimesa partners with the Riverside County Sheriff’s Department who provides all municipal police-related services to the City. The Riverside County Sheriff’s Department has a Homeless Outreach Team (HOT) that connected with local homeless population and provides support through resources .

Regionally, the County of Riverside Continuum of Care (CoC) administered by the Housing, Homelessness Prevention and Workforce Solutions Department of the Housing Authority of the County of Riverside, provides homeless assistance funding, coordination, and programs. The Riverside CoC has network of more than 140 private and public sector organizations and homeless service providers designed to promote community-wide planning and the strategic use of resources to address homelessness in the County.

Additionally, regional homeless shelters that serve the people of Riverside County include Path of Life ministries, Valley Restart Shelter, and the Family Assistance Program Our House Youth Shelter. Path of Life ministries has two shelters in the city of Riverside with a total of 135 beds. Valley Restart Shelter is located in Hemet and houses 35 beds. Our House is a youth shelter in Mentone that provides emergency shelter to children ages 11 to 17. All three previously mentioned shelters also provide additional support including counseling, food resources, and education and job services to persons experiencing homelessness.

The City has included Policy Action H-2.2.2 to coordinate efforts with ither agencies to serve persons experiencing homelessness as well as other special needs groups.

8. Students
The need for students is another significant factor affecting housing demand. Student housing often only produces a temporary housing need based on the duration of the educational institution enrolled in. The impact upon housing demand is often increased in areas surrounding universities and colleges. According to the American Community Survey 2019 data, there are approximately 727 Calimesa residents enrolled in college or graduate school. Students often seek shared housing situations to decrease expenses and can be assisted through roommate referral services offered on and off campus. The lack of affordable housing also influences choices students make after graduation, often with a detrimental effect upon the region’s economy. College graduates provide a specialized pool of skilled labor that is vital to the economy; however, a lack of affordable housing may lead to their departure from the region.

Typically, students are low-income and therefore, affected by lack of affordable housing. Especially available housing is not within an easy commuting distance from campus; therefore it is important for the City to consider and accommodate the student population within the community. Students often seek shared housing situation to decrease expenses and can be assisted through roommate referral services on and off campus. A lack of affordable housing also influences choices students make after graduating.

Section 2: Community Profile Page 2-32
Calimesa Housing Element
F. Housing Stock Characteristics
Calimesa’s housing stock is defined as the collection of all housing units located within its jurisdiction. The characteristics of the housing stock, including growth, type, age and condition, tenure, vacancy rates, housing costs, and affordability are important in determining the housing needs for the community. This section details the housing stock characteristic of Calimesa to identify how well the current housing stock meet the needs of current and future residents of the City.

1. Housing Growth
Table 2-28 shows growth trends for housing units in Calimesa and surrounding cities. The data shown in the table reflects estimates from the California Department of Finance; an evaluation of the existing development and development opportunities is outlined in Section 3: Housing Constraints, Resources, and AFFH. The number of housing units in Calimesa grew by an estimated 3 percent between 2010 and 2015.

Through 2021, that total grew an estimated additional 21 percent. Table 2-28 also shows that Calimesa experienced the greatest percentage of housing stock increase from 2015 to 2021 between b oth the surrounding cities and Riverside County.

Table 2-28: Housing Unit Growth (Growth Trends)
Jurisdiction 2010 2015 2017 2021
Percent
Change 2010
to 2015
Percent
Change 2015
to 2021
Banning 12,144 12,162 12,161 12,643 0.1% 4.0%
Beaumont 12,908 14,461 15,200 17,232 12.0% 19.2%
Calimesa 3,687 3,797 3,940 4,593 3.0% 21.0%
Hemet 35,305 35,836 35,987 36,141 1.5% 0.9%
Moreno Valley 55,559 55,936 56,151 57,725 0.7% 3.2%
Riverside
County 800,707 822,911 834,652 864,076 2.8% 5.0%
Source: California Department of Finance Population and Housing Estimates, 2021.

2. Housing Type
Table 2-29 summarizes the available housing units in Calimesa and Riverside County by housing type.

As of 2021, single family detached units made up 67.3 percent of the housing units, single family attached units, such as townhomes and condominiums, made up 2.8 percent of the housing units, multifamily units, such as apartments, made up 1.2 percent of the housing units, and mobile homes made up 28.7 percent of the housing units. In comparison, Calimesa has a higher percentage of mobile homes than the County of Riverside as a whole.

Table 2-29: Total Housing Units by Type
Jurisdiction
Single- Family
Detached
Single-Family
Attached Multi-Family Mobile Homes Total
Units Count Percent Count Percent Count Percent Count Percent Calimesa 3,089 67.3% 130 2.8% 54 1.2% 1,320 28.7% 4,593 Riverside
County 592,473 68.6% 53,163

6.2% 137,46
8 15.9% 80,97
2 9.4% 864,076
Source: California Department of Finance, 2021.

Section 2: Community Profile Page 2-33
Calimesa Housing Element

3. Housing Availability and Tenure
Calimesa contains 2,729 owner occupied units and 506 renter occupied units. The majority of units for both owner-occupied and renter-occupied units are single family detached units, followed by mobile homes. The lowest housing type quantity are the multifamily units for both owner and renter occupied units. Table 2-30 shows that combined, single family detached units and mobile homes make up 3,091 of Calimesa’s 3,235 occupied housing units (95.5 percent).

Household size differs between renter and owner-occupied housing units. Owner occupied units trend toward larger households than renter occupied units as homeowners generally have a greater income than renters. In addition, family households generally occupy larger housing units such as single-family homes.

This is the case in Calimesa, where 58.1 percent of the housing stock is single-family detached dwelling units and 50.1 percent of households are married-couple, family households. Table 2-31 shows that owner occupied units in Calimesa have an average of 2.65 persons per household and renter occupied housing units have an average of 3.01 persons per household. The owner-occupied housing units have a 0.63- person smaller household size than in Riverside County as a whole. Additionally, the renter-occupied housing units have a 0.27-person smaller household size than in Riverside County as a whole as well.

Calimesa has the second smallest household size for owner occupied housing units in the region after Banning as well as the smallest household size for renter occupied housing units in the region.

Table 2-30: Occupied Housing Units by Type and Tenure
Tenure
SingleFamily
Detached
SingleFamily
Attached
Multi-Family Mobile
Homes
Total
Occupied
Units
Owner
Occupied 1,606 52 21 1,050 2,729
Renter
Occupied 274 40 31 161 506
Total 1,880 92 52 1,211 3,235
Source: American Community Survey, 5-Year Estimates, 2019.

Table 2-31: Average Household Size by Tenure
Jurisdiction
Owner
Occupied
Household
Size
Renter
Occupied
Household
Size
Average
Household
Size
Banning 2.42 3.29 2.72
Beaumont 3.38 3.40 3.38
Calimesa 2.65 3.01 2.71
Hemet 2.81 3.02 2.90
Moreno Valley 4.10 3.99 4.06
Riverside County 3.28 3.28 3.28
Source: American Community Survey, 5-Year Estimates, 2019.

Figure 2-7 shows that Calimesa’s vacancy rate at 9 percent is 4 percent below Riverside County and 3.3 percent above the City of Beaumont which has the lowest vacancy rate. Vacant units by housing type are summarized in Table 2-32. Of Calimesa’s vacant unties, a large portion are vacant for unknown reasons, according to ACS data. Housing types identified as rented but not occupied and those that are for migrant workers show no vacancy. Additional housing units can be found by improving the development of

Section 2: Community Profile Page 2-34
Calimesa Housing Element
additional dwelling units on vacant parcels or the development of vacant parcels to accommodate expanded housing units.

Figure 2-7: Vacancy Rates by Jurisdiction, 2021
Source: California Department of Finance, 2021.

Table 2-32: Vacant Housing Units by Type
Type of Housing Estimate
For rent 37
Rented, not occupied 0
For sale only 14
Sold, not occupied 19
For seasonal, recreational or occasional
use
81 For migrant workers 0
Other vacant 169
Total 320
Source: American Community Survey, 5-Year Estimates, 2019.

4. Housing Age and Condition
Housing age may affect the structural integrity of a house and can be an indicator of overall housing quality within a community. For example, housing that is over 30 years old is typically in need of some major rehabilitation, such as a new roof, foundation, plumbing, etc. Many federal and state programs also use the age of housing as one factor in determining housing rehabilitation needs. Typically, a large portion of older housing stock would indicate that most of the City’s housing stock could require major rehabilitation.

Figure 2-8 describes the age of Calimesa’s housing stock. The data shows the majority of Calimesa’s housing units were built between 1960 and 1989. The next largest block of housing development was between the years 1990 and 2009.

9.2%

4.8%

9.0%

13.2%

6.1%

13.0%

0.0%

2.0%

4.0%

6.0%

8.0%

10.0%

12.0%

14.0%
Banning Beaumont Calimesa Hemet Moreno Valley Riverside County

Section 2: Community Profile Page 2-35
Calimesa Housing Element
Figure 2-8: Housing Stock Age
Source: American Community Survey, 5-Year Estimates, 2019.

Figure 2-9 below illustrates tenure by year the housing unit was built. According to the data, renters occupy more older units than homeowners.

Figure 2-9: Tenure by Year Housing Unit Built
Source: American Community Survey, 5-Year Estimates, 2019.

Figure 2-10 below displays data for housing units by the year they were built for owners (left) and renter (right). The data shows that a combined 47.8 percent of renters live in units built between 1970 and 1999, and 51.5 percent of homeowners also live in units built in those years. Overall, both renters and homeowners are generally spread out throughout the housing stock.

Built
1939 or
earlier
Built
1940 to
1949
Built
1950 to
1959
Built
1960 to
1969
Built
1970 to
1979
Built
1980 to
1989
Built
1990 to
1999
Built
2000 to
2009
Built
2010 to
2013
Built
2014 or
later
Calimesa 2.8% 3.8% 8.4% 14.3% 22.5% 19.4% 7.9% 12.2% 2.4% 6.3% 0%
5%
10%
15%
20%
25%
Built
1939 or
earlier
Built
1940 to
1949
Built
1950 to
1959
Built
1960 to
1969
Built
1970 to
1979
Built
1980 to
1989
Built
1990 to
1999
Built
2000 to
2009
Built
2010 to
2013
Built
2014 or
later
Homeowners 2.2% 2.7% 5.4% 16.2% 24.4% 20.1% 7.0% 12.2% 2.9% 6.9% Renters 5.1% 7.7% 11.1% 13.4% 13.6% 19.4% 14.8% 13.2% 1.6% 0.0% 0%
5%
10%
15%
20%
25%
30%
35%
40%
45%

Section 2: Community Profile Page 2-36
Calimesa Housing Element
Figure 2-10: Housing Units by Year Built and Tenure
Source: American Community Survey, 5-Year Estimates, 2019.

5. Housing Costs and Affordability
The median home value in Calimesa is estimated to be $217,500, which is one of the lowest values compared to nearby cities and the County (Table 2-33). Calimesa’s median home value is approximately $132,600 less than Riverside County, which is the highest value. Larger homes with higher prices are generally affordable to persons or households with moderate or above moderate incomes.

Table 2-33: Median Home Value by Community
Jurisdiction Median Home Value
Banning $234,900
Beaumont $320,500
Calimesa $217,500
Hemet $196,700
Moreno Valley $312,000
Riverside County $350,100
Source: American Community Survey, 5-Year Estimates, 2019.

As shown in Table 2-34, rent for a two-bedroom rental in Calimesa increased from $917 to $1,014 (11.1%) monthly from 2016 to 2019. In that same time period, three-bedroom rentals experienced a monthly rent decrease from $1,339 to $1,290 (-3.7 percent). In general, the median gross rent increased by 14.6 percent from $990 to $1,135. In comparison, the median income for Calimesa households increased by about 19 percent between 2016 and 2019 – from $46,070 to $56,903 annually.

2.2%

2.7%

5.4%

16.2%

24.4%

20.1%

7.0%

12.2%

2.9%

6.9%
0% 10% 20% 30%
Built 1939 or earlier
Built 1940 to 1949
Built 1950 to 1959
Built 1960 to 1969
Built 1970 to 1979
Built 1980 to 1989
Built 1990 to 1999
Built 2000 to 2009
Built 2010 to 2013
Built 2014 or later
Homeowners

5.1%

7.7%

11.1%

13.4%

13.6%

19.4%

14.8%

13.2%

1.6%

0.0%
0% 5% 10% 15% 20% 25%
Built 1939 or earlier
Built 1940 to 1949
Built 1950 to 1959
Built 1960 to 1969
Built 1970 to 1979
Built 1980 to 1989
Built 1990 to 1999
Built 2000 to 2009
Built 2010 to 2013
Built 2014 or later
Renters

Section 2: Community Profile Page 2-37
Calimesa Housing Element
Table 2-34: Median Gross Rent by Bedrooms
Unit Size 2016 2017 2018 2019 % Change
2016-2019
1 Bedroom n/a n/a n/a n/a n/a
2 Bedrooms $917 $923 $1,014 $1,019 11.1%
3 Bedrooms $1,339 $1,323 $1,298 $1,290 -3.7%
4 Bedrooms $1,816 n/a n/a n/a n/a
Median
Gross Rent $990 $978 $1,096 $1,135 14.6%
Source: American Community Survey, 5-Year Estimates, 2016, 2017, 2018, 2019.

Housing affordability can be analyzed by comparing the cost of renting or owning a home in the City with the maximum affordable housing costs for households at different income levels. This information can help estimate the affordability of different sizes and types of housing and indicate the type of households most likely to experience overcrowding and overpayment.

The Federal Department of Housing and Urban Development (HUD) conducts annual household income surveys nationwide to determine a household’s eligibility for federal housing assistance. Based on this survey, the California Department of Housing and Community Development (HCD) developed income limits, based on the Median Family Income (MFI), which can be used to determine the maximum price that could be affordable to households in the upper range of their respective income category. Households in the lower end of each category can afford less than those at the upper end. The maximum affordable home prices without overpayment for residents in Riverside County are shown in Table 2-35. This amount can be compared to current housing asking prices (Table 2-33). In Table 2-34, the data shows the maximum affordable monthly rental amount that a household can pay for each month without overpayment.

Extremely Low-Income
For an Extremely low-income household that earns less than 30 percent of the County MFI that maximum affordable home price for ownership is up to $30,000 for a one-person household and up to a $63,000 for a five-person household in 2021. Extremely low-income households cannot afford market-rate rental or ownership housing in Calimesa without assuming a substantial cost burden.

Very Low-Income
The very low-income limits are the basis for all other income limits. For a Very low-income household that earns between 31 percent and 50 percent of the County MFI the maximum affordable home price for ownership is up $81,500 for a one-person household and up to $117,500 for a five-person household in 2021. A very low-income household at the maximum income limit can afford to pay approximately $690 to $1,068 in monthly rent, depending on household size. Given the cost of housing in Calimesa, persons or households of very low-income could not afford to purchase a home in the City and would not be able to find adequately sized affordable apartment units.

Low-Income
For a Low-income household that earns between 51 percent and 80 percent of the County ’s MFI the maximum affordable home price for ownership is up to $158,500 for a one-person household and up to $236,500 for a five-person household in 2021. Given the cost of living in Calimesa, ownership housing would not be affordable to the majority of low-income households. A one-person low-income household could afford to pay up to $1,106 in rent per month and a five-person low-income household could afford to pay as much as $1,708. Low-income households in Calimesa may generally be able to find adequately sized affordable apartment units.

Section 2: Community Profile Page 2-38
Calimesa Housing Element
Moderate Income Household
Persons and households of moderate income earn between 81 percent and 120 percent of the County’s MFI. The maximum affordable home price for a moderate-income household is $255,750 for a one-person household and $386,500 for a five-person family. Moderate income households in Calimesa can generally find affordable housing in the City. The maximum affordable rent payment for moderate income household is between $1,628 and $2,511 per month. Appropriately size market-rate rental housing is general affordable to household in this income group.

Table 2-35: Affordable Monthly Housing Cost for Renters Annual Income Rent Utilities^1
Total Affordable
Monthly Housing
Cost
Extremely Low-income (30% of MFI)
1-Person $16,600 $304 $111 $415
2-Person $19,000 $340 $135 $475
3-Person $21,960 $389 $160 $549
4-Person $26,500 $477 $186 $663
5-Person $31,040 $565 $211 $776
Very Low-income (50% of MFI)
1-Person $27,650 $580 $111 $691
2-Person $31,600 $655 $135 $790
3-Person $35,550 $729 $160 $889
4-Person $39,500 $802 $186 $988
5-Person $42,700 $857 $211 $1,068
Low-income (80% MFI)
1-Person $44,250 $995 $111 $1,106
2-Person $50,600 $1,130 $135 $1,265
3-Person $56,900 $1,263 $160 $1,423
4-Person $63,200 $1,394 $186 $1,580
5-Person $68,300 $1,497 $211 $1,708
Moderate Income (120% MFI)
1-Person $65,100 $1,517 $111 $1,628
2-Person $74,400 $1,725 $135 $1,860
3-Person $83,700 $1,933 $160 $2,093
4-Person $93,000 $2,139 $186 $2,325
5-Person $100,450 $2,300 $211 $2,511
Source: Riverside Housing Commission, Utility Allowance Schedule, 2021 and Other Services Report and California Department of Housing and Community Development, 2021 Income Limits and Kimley Horn and Associates Assumptions: 2021 HCD income limits; 30% gross household income as affordable housing cost; 15% of monthly affordable cost for taxes and insurance; 10% down payment; and 4.5% interest rate for a 30-year fixedrate mortgage loan. Utilities based on Riverside County Utility Allowance.

1. Utilities includes heating, cooking, other electric and cooling, water heating, water and tenant supplied appliances. All utilities are assuming electric as averaged on the County of Riverside Utility Allowance Schedule.

Section 2: Community Profile Page 2-39
Calimesa Housing Element
Table 2-36: Affordable Housing Costs for Owners
Annual Income Mortgage Utilities1
Tax and
Insurance
Total
Affordable
Monthly
Housing Cost
Affordable
Purchase
Price
Extremely Low-income (30% of MFI)
1-Person $16,600 $136 $217 $62 $415 $30,000
2-Person $19,000 $149 $255 $71 $475 $32,750
3-Person $21,960 $175 $292 $82 $549 $38,500
4-Person $26,500 $231 $332 $99 $663 $50,750
5-Person $31,040 $288 $372 $116 $776 $63,000
Very Low-Income (50% of MFI)
1-Person $27,650 $371 $217 $104 $691 $81,500
2-Person $31,600 $417 $255 $119 $790 $91,500
3-Person $35,550 $463 $292 $133 $889 $101,500
4-Person $39,500 $507 $332 $148 $988 $111,000
5-Person $42,700 $535 $372 $160 $1,068 $117,500
Low-income (80% MFI)
1-Person $44,250 $723 $217 $166 $1,106 $158,500
2-Person $50,600 $820 $255 $190 $1,265 $180,000
3-Person $56,900 $917 $292 $213 $1,423 $201,000
4-Person $63,200 $1,011 $332 $237 $1,580 $221,750
5-Person $68,300 $1,079 $372 $256 $1,708 $236,500
Moderate Income (120% MFI)
1-Person $65,100 $1,166 $217 $244 $1,628 $255,750
2-Person $74,400 $1,326 $255 $279 $1,860 $290,750
3-Person $83,700 $1,487 $292 $314 $2,093 $326,000
4-Person $93,000 $1,644 $332 $349 $2,325 $360,500
5-Person $100,450 $1,763 $372 $377 $2,511 $386,500
Source: Riverside Housing Commission, Allowances for Tenant-Furnished Utilities and Other Services Report and California Department of Housing and Community Development, 2021 Income Limits and Kimley Horn and Associates Assumptions: 2021 HCD income limits; 30% gross household income as affordable housing cost; 15% of monthly affordable cost for taxes and insurance; 10% down payment; and 4.5% interest rate for a 30- year fixed-rate mortgage loan. Utilities based on Riverside County Utility Allowance.

1. Utilities includes heating, cooking, other electric and cooling, water heating, water, sewer, trash collection, and tenant supplied appliances. All utilities are assuming electric as averaged on the County of Riverside Utility Allowance Schedule.

Housing Constraints, Resources, and Fair Housing
Element Update
Section 3:

Element Update

Section 3: Housing Constraints, Resources, and AFFH Page 3-2 Calimesa Housing Element Update
Section 3: Housing Constraints,
Resources and Fair Housing
As common in many communities, a variety of constraints affect the provisions and opportunities for adequate housing in the City of Calimesa. Housing constraints consist of both governmental constraints, including but not limited to development standards and building codes, land use controls, and permitting processes; as well as, nongovernmental or market constraints, including but not limited to land costs, construction costs, and availability of finances. Combined, these factors create barriers to availability and affordability of new housing, especially for lower and moderate-income households.

A. Nongovernmental Constraints
Nongovernmental constraints largely affect the cost of housing in the City of Calimesa and can produce barriers to housing production and affordability. These constraints includ e the availability and cost of land for residential development, the demand for housing, financing and lending, construction costs, and the availability of labor, which can make it expensive for developers to build any housing, and especially affordable housing. The following highlights the primary market factors that affect the production of housing in Calimesa.

1. Land Costs and Construction Costs
Construction costs vary widely according to the type of development, with multi-family housing generally less expensive to construct than single-family homes. However, there is wide variation within each construction type, depending on the size of the unit and the number and quality of amenities provided. An indicator of construction costs is Building Valuation Data compiled by the International Code Council (ICC).

The ICC provides estimates for the average cost of labor and materials for a typical Type VA wood -frame housing. Estimates are based on “good-quality” construction, providing for materials and fixtures well above the minimum required by state and local building codes. In August 2021, the ICC estimated that the average per square-foot cost for good-quality housing was approximately $142.08 for multi-family housing and $157.66 for single family homes, and $178.22 for residential care/assisted living facilities.1 Construction costs for custom homes and units with extra amenities, run even higher. Construction costs are also dependent upon materials used and building height, as well as regulations set by the City’s adopted Development Code, Building Code and Fire Code. For example, according to the ICC, an accessory dwelling unit (ADU) or converting a garage using a Type VB wood framed unit would cost about $130.58 per square foot.

The California Construction Cost index, as reported the by Department of General Services, is developed based upon Building Cost Index (BCI) cost indices average for San Francisco and Los Angeles. According to the data, construction costs increased by 3.6 percent in 2019, an additional 2.8 percent in 2020 and from December 2020 to May 2021 an estimated 8 percent. It is important to take the significant cost increase 1 International Code Council, Building Valuation Data – August 2021 Report.

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from 2020 into 2021 into consideration when determining construction cost constraints. Although construction costs are a significant portion of the overall development cost, they are consistent throughout the region and, especially when considering land costs, are not considered a major constraint to housing production in Calimesa.

Land costs can also pose a significant constraint to the development of affordable and middle-income housing and represents a significant cost component in residential development. Land costs may vary depending on whether the site is vacant or has an existing use that must be removed. Similarly, s ite constraints such as environmental issues (e.g., steep slopes, soil stability, seismic hazards, flooding) can also be factored into the cost of land. A quick August 2021 web search for lots for sale in the City of Calimesa returned six lots for sale ranging in size from 0.24 acres at $85,000 to 9 acres at $999,000. Based on current prices of for sale lots, the vacant lots cost an estimated average price per square foot of $5.39. The cost of land in the City is considered affordable, accessible, and not considered a barrier or constraint to the potential development of housing.

2. Availability Financing
The availability of financing in a community depends on a number of factors, including the type of lending institutions active in a community, lending practices, rates and fees charged, laws and regulations governing financial institutions, and equal access to such loans. Additionally, availability of financing affects a person’s ability to purchase or improve a home. Under the Home Mortgage Disclosure Act (HM DA), lending institutions are required to disclose information on the disposition of loan applications and the income, gender, and race of loan applicants. The primary concern in a review of lending activity is to determine whether home financing is available to all residents of a community. The data presented in this section include the disposition of loan applications submitted to financial institutions for home purchase, home improvement, and refinancing in the Riverside-San Bernardino-Ontario MSA/MD.

Table 3-1 below displays the disposition of loan applications for the Riverside-San Bernardino-Ontario MSA/MD per the 2020 Home Mortgage Discloser Act report. Included is information on loan applications that were approved and originated, denied, and other which includes withdrawn by the applicant, or incomplete. The information shows that applicants with an income of less than 50 percent of the County median income saw lower loan approval rates overall, specifically applicants who identified as American Indian and Alaska Native (41.1 percent approval rate), Black or African American (46 percent approval rates) and Hispanic or Latino (46.1 percent approval rates). Overall, approval rates for applicants in the lowest income category averaged around 47 percent. Applicants who earned 100 percent of the County median income had higher rates of loan approval, specifically those who identified as White and Asian.

Overall, persons who identified as White had higher rates of loan applications and application approvals .

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Table 3-1: Disposition of Loan Applications by Race/Ethnicity –

RIVERSIDE-SAN BERNARDINO-ONTARIO MSA/MD
Applications by Race/Ethnicity Percent
Approved Percent
Denied
Percent
Other Total (Count)
LESS THAN 50% OF MSA/MDMEDIAN
American Indian and Alaska Native 41.1% 38.8% 20.5% 224 Asian 50.1% 26.1% 25.2% 1,721
Black or African American 46.0% 24.1% 30.9% 1,342
Native Hawaiian or other Pacific Islander 50.8% 23.5% 26.5% 132 White 48.3% 22.5% 31.3% 14,876
Hispanic or Latino 46.1% 25.4% 30.4% 7,348
50-79% OF MSA/MD MEDIAN
American Indian and Alaska Native 49.0% 23.7% 29.9% 435 Asian 52.3% 21.9% 29.1% 2,766
Black or African American 49.5% 20.8% 32.6% 2,103
Native Hawaiian or other Pacific Islander 46.9% 18.6% 36.7% 177 White 58.7% 15.2% 29.7% 30,188
Hispanic or Latino 56.4% 17.0% 29.9% 18,832
80-99% OF MSA/MD MEDIAN
American Indian and Alaska Native 54.9% 19.4% 31.4% 175 Asian 60.7% 14.3% 29.3% 1,312
Black or African American 59.6% 15.2% 28.5% 981
Native Hawaiian or other Pacific Islander 54.8% 12.3% 34.2% 73 White 64.6% 11.4% 27.4% 11,740
Hispanic or Latino 61.5% 13.0% 28.9% 7,287
100-119% OF MSA/MD MEDIAN
American Indian and Alaska Native 53.3% 19.7% 29.1% 523 Asian 61.8% 12.3% 30.2% 5,276
Black or African American 55.6% 15.7% 31.6% 3,252
Native Hawaiian or other Pacific Islander 57.7% 15.0% 28.0% 246 White 65.9% 10.0% 27.3% 40,822
Hispanic or Latino 62.3% 11.7% 29.2% 23,319
120% OR MORE OF MSA/MD MEDIAN
American Indian and Alaska Native 56.3% 16.9% 29.0% 1,143 Asian 63.5% 10.4% 30.4% 19,603
Black or African American 57.4% 14.4% 33.1% 7,546
Native Hawaiian or other Pacific Islander 61.8% 12.0% 30.3% 715 White 68.0% 8.9% 27.8% 110,820
Hispanic or Latino 63.5% 11.0% 31.3% 39,457
Source: Consumer Financial Protection Bureau, Disposition of loan applications, by Ethnicity/Race of applicant, 2020.

3. Economic Constraints
Market forces on the economy and the trickle-down effects on the construction industry can act as a barrier to housing construction and especially to affordable housing construction. It is estimated that housing price growth will continue in the City and the region for the foreseeable future. Moving into 2020, the economy was growing, California was seeing a 1.6 percent growth in jobs from 2019 and experiencing all-time low for unemployment rates. COVID-19 had stalled much of the economy in early 2020; however, as the California economy regains momentum the housing stock and prices in the Calimesa community remain

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stable. A housing market analysis by Redfin in August 2021 reported the median sale price of homes is $493,000 and has increased by 20.9 percent since last year. Homes sold over the last year were sold at

3.2 percent over the listing price and were on the market an average of 14 days.

A 2021 California Association of Realtors (CAR) reports found that homes on the market in Riverside County experienced a 27.8% year-to-year increase and cost a median of $575,000 in June 2021; approximately $191,000 below the Southern California median home price in the same month ($766,000).

According to the CAR First Time Buyer Housing Affordability Index, for 2021 the median value for a home in Riverside County was $476,000 with monthly payments (including taxes and insurance) of $2,290 – requiring an average qualifying income of $68,700.

Calimesa’s home value index is $505,719 according to September 2021 data from Zillow. In Calimesa, the home values have experienced a 28.0 percent change in the past year. This includes values for singlefamily residences and condos, and according to Zillow, the home value index is seasonally adjusted to remove outliers and only includes the middle price-tier of homes. Home values in Calimesa have continued to increase since 2012, when the lowest home value index reported for that year was $182,000. In comparison, Riverside County currently has a home value index of $543,000, which is about $38,000 greater than Calimesa.

B. Governmental Constraints
In addition to market constraint, local policies and regulations also affect the price and availability of housing and the provisions of affordable housing. For example, State and Federal regulations affect the availability of land for housing and the cost of housing production, making it difficult to meet the demand for affordable housing and limiting supply in a region. Regulations related to environmental protection, building codes, and other topics have significant, often adverse, impacts on housing cost and availability.

While the City of Calimesa has no control over State and Federal Laws that affect housing, local laws including land use controls, site improvement requirements, fees and exactions, permit processing procedures, and other factors can constrain the maintenance, development, and improvement of housing create barriers to housing. California Government Code §65940.1 (a)(1)(B) requires that all information regarding the City’s zoning, development standards, and f ees are available to the public on the City’s website. A program is included in Section 4 to ensure the City is compliant with State law.

1. Land Use Controls
Cities in California are required by law to prepare a comprehensive, long term General Plan to guide future development. The Land Use Element of the General Plan establishes permitted land uses and development densities throughout the City of Calimesa. The Land Use Element sets for policies and regulations guiding local development. These policies, together with existing zoning regulations, establish the amount and distribution of land to be allocated for different uses within the City. The Land Use Element of the General Plan identifies the following residential categories and their existing allowed dens ities:
• Residential Estate (0 - 1.0 dwelling units per five acres) – Residential Estate is characterized by single-family detached homes and by buildings and structures related to agriculture, farm use, animal keeping, and equestrian uses. Minimum lot sizes of 5 gross acres are required. This designation helps preserve the rural character of Calimesa by permitting existing Residential Estate uses to continue and expand.

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• Residential Rural (0.2 - 2.0 dwelling units per acre) – Residential Rural is characterized by singlefamily detached homes on 0.5-acre and 1-acre lots. This designation provides for light agricultural uses, in conjunction with single-family residential units. It also permits residential subdivisions with equestrian uses.
• Residential Low (2.1 - 4.0 dwelling units per acre) – Residential Low is characterized by singlefamily detached homes on not less than 7,200-square-foot lots to 0.5-acre lots. Residential developments in this category are intended to reflect a more urban residential character. • Residential Low Medium (4.1 - 7.0 dwelling units per acre) – Residential Low Medium is characterized by single-family residential development on lots ranging from 6,000 to 10,000 square feet in size. Development in this category will consist of single-family detached homes typical of urban residential subdivisions.
• Residential Medium (7.1 - 14.0 dwelling units per acre) – Residential Medium is characterized by residential homes either on small lots or in an attached configuration, including t ownhomes, condominiums, or apartments. Development in this category will consist of single-family detached and attached single-family and multi-family homes.
• Residential High (14.1 - 20.0 dwelling units per acre) – Residential High is the high-density category. It allows dwelling unit densities that will provide housing opportunities for high density multiple-family living and for people of low and moderate incomes. This designation allows a wide range of living accommodations ranging from small-lot detached housing to apartments.

In addition to residential categories, Calimesa also allows residential uses in mixed use and open space zones. The General Plan provides three designations for mixed-use activity centers and one open space designation. All of these designations promote creative mixes of commercial retail, service, office, housing, and open space uses that vary in composition and intensity. Mixed Use and Open Space designations that allow residential uses include the following:
• Residential Mixed Use (Max. 20 dwelling units per acre) – The Residential Mixed-Use category is characterized by predominantly residential development at medium to high densities. It allows for commercial, or office uses to be co-located on the same property either vertically or horizontally. It does not preclude solely residential development within the category, but rather encourages a mixing of uses. Development shall take place pursuant to a master plan or comprehensive plan that includes development standards tailored to the specific mix of uses proposed. • Commercial Mixed Use (Max. 20 dwelling units per acre) – The Commercial Mixed-Use category encourages the integration of retail and service commercial uses with office and/or residential uses.

This land use category may also include hospitals and other public/quasi-public uses. Development shall take place pursuant to a master plan or comprehensive plan that includes development standards tailored to the specific mix of uses proposed. Commercial use shall be the predominant use on the ground floor.
• Office Mixed Use (Max. 20 dwelling units per acre) – The Office Mixed Use category encourages the integration of commercial and/or residential use in conjunction with office use of a site. The OMU category may also include hospitals and other public/quasi-public uses. Development shall take place pursuant to a master plan or comprehensive plan that includes development standards tailored to the specific mix of uses proposed. Office uses shall be the predominant use, although others may be included in a vertical or horizontal configuration.