Calimesa City Council
September 21, 2026

Regular Meeting of the Calimesa City Council
Meeting Agenda
Monday, September 21, 2026 – 6:00 PM
Norton Younglove Multipurpose Senior Center
908 Park Avenue, Calimesa, CA 92320
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.

In accordance with California Senate Bill 707 (SB 707), public comment may be submitted in person or verbally through a real-time remote audio connection. Advance registration is not required to speak. Regardless of the method chosen, please observe a time limit of 3 minutes when giving your presentation, and note that you may not defer your 3 minutes to another speaker. • Option 1: In Person (Norton Younglove Senior Center)
Public comment will be allowed by completing a speaker slip and providing it to the City Clerk at the meeting. 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. • Option 2: Remotely via Zoom App (Computer Audio / Smartphone)

1. Click the link to join the live audio stream queue: https://us06web.zoom.us/j/87546661221

2. When the Mayor calls for your desired item and any time before public comment has been closed on your desired item, click the "Raise Hand" button at the bottom of your Zoom screen to register your intent to speak.

3. When called upon, a prompt will appear on your device. Click "Unmute", state your name for the record, and begin your comment.
• Option 3: Remotely via Standard Telephone Line (Audio Only)

1. Dial the number: (669) 900-6833

2. When prompted, enter Webinar ID: 875 4666 1221 followed by the # key. Press # again to bypass the participant ID.

3. When the Mayor calls for your desired item and any time before public comment has been closed on your desired item, press *9 on your phone keypad to virtually raise your hand.

4. When called upon, the meeting clerk will read aloud the last 4 digits of your phone number. Press *6 on your keypad to unmute your line, state your name for the record, and begin your comment.

SB 707 Statutory Disruption Policy Notice
Pursuant to SB 707 legal mandates, the City has adopted a technological disruption policy. If the YouTube live video broadcast or the Zoom public comment audio bridge experiences a technical failure that prevents remote viewers from hearing or participating in real-time, the City Council will immediately pause the meeting. No official council action or voting will occur until the technical failure is resolved.

Jeff Cervantez, Mayor  John Manly, Mayor Pro Tem
Eric Cundieff, Council Member  Edgar Garcia, Council Member  Linda Molina, Council Member Will Kolbow, City Manager  Steven Flower, City Attorney 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.

Call to Order

Roll Call: Mayor Cervantez, Mayor Pro Tem Manly, Council Member Cundieff, Council Member Garcia and Council Member Molina.

Staff: City Manager Kolbow, City Attorney Flower, City Clerk Gerdes, Finance Director Reid, Community Development Director Lucia, Public Works Maintenance Superintendent Coney, City Engineer Thornton, Interim Fire Chief Lindley and Sheriff Captain Esquibel 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. Members of the public may provide comment in person at the podium, verbally via the Zoom application queue, or by phone bridge by pressing *9 to raise their hand. The opportunity to register and enter the speaker queue for non-agenda items will remain open in real-time until the public comment period for this item is officially closed by the Mayor.

This is not the time for City Council discussion of non-agenda items. After receiving public comments from both in-person and remote speakers, 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.

Consent Calendar
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 Meeting Minutes
Recommendation: There are no minutes ready for approval at this time.

2. Receive and File City Commission & Board Minutes
Recommendation: There are no minutes ready for approval at this time.

3. Approval of Accounts Payable and Payroll Warrant Registers Recommendation: That the City Council approve the Accounts Payable and Payroll Warrant Registers as presented.

4. Council Travel, Training and Meeting/Mileage Expenses Recommendation: That the City Council approve the Council Travel, Training and Meeting/Mileage Expenses Report through August 31, 2026.

5. Treasurer's Report for the Month Ended June 30, 2026

Recommendation: That the City Council receive and file the Investment Report for the month ended June 30, 2026.

6. 2025 General Plan Annual Progress Report
2025 Housing Element Progress Report
Recommendation: That the City Council receive and file the attached General Plan Annual Progress Report and Housing Element Annual Progress Report.

7. Request for Partnership – Chamber of Commerce for Calimesa Christmas Parade Recommendation: That the City Council approve the Calimesa Chamber of Commerce request for partnership with the city for the 2026 Calimesa Christmas Parade. Including the waiver of applicable city fees and authorization of temporary road closures associated with the parade route.

8. Statement of Investment Policy
Recommendation: That the City Council adopt Resolution No. 2026-58 a Resolution of the City Council of the City of Calimesa, California adopting a Statement of Investment Policy effective September 21, 2026.

9. Bank of America Corporate Card California Public Sector Group Program Increase of Monthly Credit Card Limit from $50,000 to $75,000
Recommendation:

10. Biennial Review And Update Of The City’s Conflict-Of-Interest Code.

Recommendation: That the City Council adopt Resolution No. 2026-51 A Resolution of the City Council of the City of Calimesa, California, adopting an amended Conflict-of-Interest Code for the City and rescinding Resolution No. 2024-54.

11. Approval of New Job Description
Recommendation: That the City Council adopt Resolution No. 2026-59 A Resolution of the City Council of the City of Calimesa, California adopting a new job description for Human Resources/Risk Manager.

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 3 minutes per speaker. Once the public hearing has been closed, no further testimony will be taken.

12. Public Hearing – Mesa Verde Specific Plan Area 2 Amendment 2 Project - A request by Mesa Verde Owners, LLC for Approval of Environmental Assessment 25-3 (EA 25-3), Environmental Assessment 25-4 (EA 25-4), Ordinance No. 424 for Development Agreement 26-20 (DA 25-4), General Plan Amendment 23-1 (GPA 23-1), Ordinance No. 425 for Specific Plan Amendment 23-1 (SPA 23-1), Zone Change 23-1 (ZC 23-1), Tentative Tract Map 33931 Revision 2 (TTM33931), Tentative Tract Map 39086 through 39091 (TTM 39086 through 39091), Development Plan Review 24-6 through 24-11 (DPR 24-6 through DPR 24- 11), Conditional Use Permit 24-5 through 24-10 (CUP 24-5 through CUP 24-10), and the Mesa Verde Business Park Master Sign Program

Recommendation: That the City Council:

1. Adopt CC Resolution 2026-53 - Approving Environmental Assessment 23-02, certifying a Subsequent Environmental Impact Report and Mitigation Monitoring and Reporting Program for the Mesa Verde Specific Plan Project (SCH# 2004071045), and Environmental Assessment 25-3, approving a Consistency Checklist for the Mesa Verde implementing projects.

2. Conduct first reading of Ordinance No. 424 by title only - Development Agreement 25-4, a Development Agreement by and between the City of Calimesa and Mesa Verde Owners, LLC for the Mesa Verde Specific Plan Project.

3. Adopt CC Resolution 2026-54 - Approving the second revision to Tentative Tract Map 33931, the subdivision of 1,463.1 acres into 114 lots consistent with the boundaries of the Mesa Verde Specific Plan Area 2, Amendment 2 including public streets and easements for utilities and ingress/egress.

4. Adopt CC Resolution 2026-55 - Approving General Plan Amendment 23-1, modifying the General Plan to: (1) change Figure LU-1, Land Use Map, to reflect the new land use designation changes; (2) change Figure TM-1, Circulation Map, to reflect the new roadway configuration and categorization changes; (3) change Figure OSPR-1, Existing Public Parks and Open Space Areas, to reflect the new public parks; (4) change Figure OSPR-2, Trails Master Plan, to reflect the new trails system; (5) change Figure SAF-1, Fault Zones, to indicate that the fault depicted within the Mesa Verde Specific Plan area has been determined to be inactive pursuant to geotechnical studies performed on-site, (6) change Figure SAF-7, Evacuation Routes, to show evacuation routes from the Mesa Verde Specific Plan area along County Line Road, Sandalwood Drive and Roberts Road and (7) update references to the “Mesa Verde Estates” Specific Plan to reflect “Mesa Verde” (the Specific Plan Amendment).

5. Conduct first reading of Ordinance No. 425 by title only for Specific Plan Amendment 23-01 and Zone Change 23-01, amending the previously approved 2017 Specific Plan for the 1,463.1-acre property to provide for the orderly development of a property through compliance with site-specific development standards that are consistent with the intent and policies of the General Plan.

6. Adopt CC Resolution 2026-56 - Approving Tentative Tract Map 39086, subdividing approximately

17.1 acres into 112 single-family residential lots with a density of 6.5 dus/ac within Planning Area 13; Tentative Tract Map 39087, subdividing approximately 19.5 acres into 76 single-family residential lots with a density of 3.9 dus/ac within Planning Area 14; Tentative Tract Map 39088, approximately 16.6 acres into 84 single-family residential lots with a density of 5.0 dus/ac within Planning Area 15; Tentative Tract Map 39089, approximately 15.9 acres into 84 single-family residential lots with a density of 5.3 dus/ac within Planning Area 16; Tentative Tract Map 39090, approximately 10.7 acres into 60 single-family residential lots with a density of 5.6 dus/ac within Planning Area 18; Tentative Tract Map 39091, approximately 21.4 acres into 133 single-family residential lots with a density of 6.2 dus/ac within Planning Area 19.

7. Adopt CC Resolution 2026-57 - Approving Development Plan Review 24-06 and Conditional Use Permit 24-05, for proposed industrial development consisting of an approximately 717,230 square foot warehouse facility building; Development Plan Review 24-07 and Conditional Use Permit 24-06, for proposed industrial development consisting of an approximately 702,120 square foot warehouse facility building; Development Plan Review 24-08 and Conditional Use Permit 24-07, for proposed industrial development consisting of an approximately 700,150 square foot warehouse facility building; Development Plan Review 24-09 and Conditional Use Permit 24-08, for proposed industrial development consisting of an approximately 717,600 square foot warehouse facility building; Development Plan Review 24-10 and Conditional Use Permit 24-09, for proposed industrial development consisting of an approximately 614,300 square foot warehouse facility building; Development Plan Review 24-11 and Conditional Use Permit 24-10, for proposed industrial development consisting of an approximately 654,400 square foot warehouse facility building; and the

Mesa Verde Business Park Master Sign Program for Planning Areas 2 and 4 through 8, as an component of Development Plan Review Nos. 24-06 through 24-11.

Business Items

13. Ordinance No. 426 — An Ordinance Of The City Of Calimesa, California, Making Administrative Revisions To Ordinance Nos. 415 And 416, Amending Chapter 15.05 (Adoption Of The 2025 Edition Of The California Building Code), Chapter 15.15 (Adoption Of The 2025 Edition Of The California Electrical Code), Chapter 15.20 (Adoption Of The 2025 Edition Of The California Plumbing Code), Chapter 15.35 (Adoption Of The 2025 Edition Of The California Residential Code), And Chapter 15.37 (HUD Foundations Guide For Manufactured Housing), Of Title 15 Of The Calimesa Municipal Code, And Approving A CEQA Exemption Determination.

Recommendation: That the City Council:

1. Introduce First Reading of Ordinance No. 426 by title only: An Ordinance of the City of Calimesa, California, making administrative revisions to Ordinance Nos. 415 and 416, amending Chapter 15.05 (Adoption of the 2025 Edition of the California Building Code), Chapter 15.15 (Adoption of the 2025 Edition of the California Electrical Code), Chapter 15.20 (Adoption of the 2025 Edition of the California Plumbing Code), Chapter 15.35 (Adoption of the 2025 Edition of the California Residential Code), and Chapter 15.37 (HUD Foundations Guide for Manufactured Housing), of Title 15 of the Calimesa Municipal Code, and approving a CEQA exemption determination.

2. Set a Public Hearing for the 2nd reading of Ordinance No. 426 for October 5, 2026.

14. Resolution No. 2026-60 - A Resolution Of The City Council Of The City Of Calimesa Making Express Findings And Determinations That Modifications To The 2025 Editions Of The California Building Code, Electrical Code, Plumbing Code, Residential Code, Wildland - Urban Interface Code, And Fire Code Are Reasonably Necessary Because Of Local Climatic, Geological And/Or Topographical Conditions.

Recommendation: Adopt Resolution No. 2026-60: A Resolution of the City Council of the City of Calimesa, making express findings and determinations that modifications to the 2025 additions of the California Building Code, Electrical Code, Plumbing Code, Residential Code, Wildland – Urban Interface Code, and Fire Code are reasonably necessary because of local climatic, geological, and/or topographical conditions.

15. City Commission Appointment
Recommendation: That Council Member Cundieff appoint one member to the Parks Trails & Community Services Commission and that the City Council ratify the appointment by a majority vote and adopt Resolution No. 2026-52 providing for the appointment made.

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
Meeting Adjourned to the Regular City Council Meeting on Monday, October 5, 2026.

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 1.

SUBJECT: Approval of City Council Meeting Minutes
MEETING DATE: September 21, 2026
PREPARED BY: Darlene Gerdes, Deputy City Manager/City Clerk RECOMMENDATION:

There are no minutes ready for approval at this time.

ATTACHMENTS:

None

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 2.

SUBJECT: Receive and File City Commission & Board Minutes MEETING DATE: September 21, 2026
PREPARED BY: Darlene Gerdes, Deputy City Manager/City Clerk RECOMMENDATION:

There are no minutes ready for approval at this time.

ATTACHMENTS:

None

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 3.

SUBJECT: Approval of Accounts Payable and Payroll Warrant Registers MEETING DATE: September 21, 2026
PREPARED BY: Celeste Reid, Finance Director
RECOMMENDATION:

That the City Council approve the Accounts Payable and Payroll Warrant Registers as presented.

SUMMARY:

The attached Reports for City Council’s approval is as follows:
a) Check Register Report and Account Summary with a total of $1,764,418.20 August 27, 2026 Payroll of $193,775.79
September 1, 2026 Council Payroll of $3,886.75
September 10, 2026 Payroll of $189,149.06
ATTACHMENTS:

1. 08.13.26 - 09.15.26 Accounts Payable Register

2. 8-27-2026 payrolll

3. 9-1-2026 COUNCIL PAYROLL

4. 9-10-2026 payroll

9/15/2026 12:53:34 PM Page 1 of 11
Check Register Report
Calimesa, CA By Fund
Payment Dates 8/13/2026 - 9/15/2026
Payment Number Payment Date Vendor Name Description (Item) Amount Fund: 100 - GENERAL FUND
50409 08/13/2026 ENGLANDER INVESTIGATIONS Background x2 300.00 50411 08/13/2026 KME SYSTEMS, LLC May 26 Mng Services 4,740.40 50411 08/13/2026 KME SYSTEMS, LLC May 26 Mng Services Monthly… 1,577.42 50411 08/13/2026 KME SYSTEMS, LLC Aug 26 Mng Services 4,740.40 50411 08/13/2026 KME SYSTEMS, LLC Aug 26 Mng Services Monthly… 1,587.00 50413 08/20/2026 ACTION DOOR CONTROLS, INC Sr Center Door Controls 825.47 50414 08/20/2026 ALLIED ADMINISTRATORS FOR…Sep 26 Premiums 2,470.88 50415 08/20/2026 AMERIFLEX Aug 26 Admin 60.00
50416 08/20/2026 CALIMESA AUTO REPAIR PAUL…PW F350 Repairs & Maintena… 298.79 50417 08/20/2026 CHARLES ABBOTT ASSOC, INC Jun 26 Pro Services Fire BL An… 1,622.00 50417 08/20/2026 CHARLES ABBOTT ASSOC, INC Jun 26 Pro Services Fire Plan … 1,274.25 50417 08/20/2026 CHARLES ABBOTT ASSOC, INC Jun 26 Pro Services Fire BL An… 2,715.00 50417 08/20/2026 CHARLES ABBOTT ASSOC, INC Jul 26 Pro Services NPDES 7,135.00 50419 08/20/2026 COMMUNITY WORKS DESIGN… Jun 26 Landscape Managemen… 240.00 50420 08/20/2026 CRAIG & SONS TERMITE & PE… Aug 26 Pest Control FD 50.00 50420 08/20/2026 CRAIG & SONS TERMITE & PE… Aug 26 Pest Control Sr Center 50.00 50421 08/20/2026 DAVID TURCH AND ASSOCIAT… Jul 26 Federal Lobbying Servic… 2,500.00 50422 08/20/2026 ENGLANDER INVESTIGATIONS Background x1 150.00 50425 08/20/2026 H & S MOBILE FIRE EQUIPME… Aug 26 FD E-1 Repairs 812.50 50426 08/20/2026 HEALTH NET Sep 26 Covered Members Rate 8,721.00 50427 08/20/2026 JEFF CERVANTEZ Aug 26 Phone Reimbursement 55.00 50428 08/20/2026 JOHN HANCOCK USA 07.30.26 Contract#86360 3,884.35 50428 08/20/2026 JOHN HANCOCK USA 08.13.26 Contract#86360 4,560.28 50429 08/20/2026 JOHNATHAN MANLY Aug 26 Phone Reimbursement 55.00 50430 08/20/2026 JOHNSON EQUIPMENT CO Aug 26 FD Vehicles 2,013.95 50431 08/20/2026 JONATHAN YBARRA Jul 24 - Aug 07, 2026 8/5/26 100.00 50431 08/20/2026 JONATHAN YBARRA Jul 24 - Aug 07, 2026 8/6/26 100.00 50432 08/20/2026 JTE Aug 26 CH Building Repair 150.00
50433 08/20/2026 KAISER FOUNDATION HEALTH… Sep 26 Premiums 17,356.64 50434 08/20/2026 KONICA MINOLTA Business So…Aug 26 Equipment Rental Late… 184.80 50434 08/20/2026 KONICA MINOLTA Business So…Aug 26 Equipment Rental City… 1,493.43 50434 08/20/2026 KONICA MINOLTA Business So…Aug 26 Equipment Rental Sr C… 497.80 50436 08/20/2026 LIFE-ASSIST Aug 26 FD ALS Supplies 612.21 50436 08/20/2026 LIFE-ASSIST Aug 26 FD ALS Supplies 52.41 50437 08/20/2026 MARK THOMAS & COMPANY, …Jul 26 Grant Application 2,130.00 50438 08/20/2026 RIVERSIDE COUNTY SHERIFF'S… FY 26-27 Member Agency 10,994.00 50439 08/20/2026 ROGERS, ANDERSON, MALODY…FY 25 Audit Services Streets R… 2,000.00 50439 08/20/2026 ROGERS, ANDERSON, MALODY…FY 25 Audit Services State Con… 2,300.00 50441 08/20/2026 THE LINCOLN NATIONAL LIFE … Sep 26 Life LTD Premiums 2,022.79 50443 08/20/2026 TWIN GRAPHICS Aug 26 FD Decals 48.94
50444 08/20/2026 TYLER TECHNOLOGIES, INC 09.01.26 - 08.31.27 ERP Pro 26,771.80 50445 08/20/2026 WEX BANK Jul 26 Services City Vehicles 523.32 50445 08/20/2026 WEX BANK Jul 26 Services Code Enforcem… 458.75 50445 08/20/2026 WEX BANK Jul 26 Services Fire Vehicles 4,456.17 50446 08/20/2026 WILL KOLBOW Aug 26 Phone Reimbursement 100.00 50447 08/27/2026 2 HOT UNIFORMS INC Aug 26 FD Uniform Lala 59.80 50449 08/27/2026 ALOHA PLUMBING & MAINTE… FD Water Heater Replacement 2,600.00 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders Records Project 38.90 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders CH office supplies 167.22 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders Communication … 28.92 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders Fire Office Suppl… 49.56 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders Sr Center Suppli… 95.90 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders Community Even… 207.94

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 2 of 11
Payment Number Payment Date Vendor Name Description (Item) Amount 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders SOTC 18.31 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders City Park Supplies 170.34 50451 08/27/2026 AMERICAN FORENSIC NURSES,…Jan 26 Blood Draws 72.00 50451 08/27/2026 AMERICAN FORENSIC NURSES,…Nov - Dec 25 Blood Draws 342.00 50451 08/27/2026 AMERICAN FORENSIC NURSES,…Apr 26 Blood Draws 225.00 50452 08/27/2026 AMERIFLEX FSA Claims 58.64
50452 08/27/2026 AMERIFLEX FSA Claims Ameriflex Funding 2.93 50452 08/27/2026 AMERIFLEX FSA Claims 90.86
50452 08/27/2026 AMERIFLEX FSA Claims Ameriflex Funding 4.53 50452 08/27/2026 AMERIFLEX FSA Claims 780.00
50452 08/27/2026 AMERIFLEX FSA Claims Ameriflex Funding 38.92 50452 08/27/2026 AMERIFLEX FSA Claims 133.02
50452 08/27/2026 AMERIFLEX FSA Claims Ameriflex Funding 6.64 50452 08/27/2026 AMERIFLEX FSA Claims 50.00
50452 08/27/2026 AMERIFLEX FSA Claims Ameriflex Funding 2.50 50452 08/27/2026 AMERIFLEX FSA Claims 97.00
50452 08/27/2026 AMERIFLEX FSA Claims Ameriflex Funding 4.84 50452 08/27/2026 AMERIFLEX FSA Claims 35.00
50452 08/27/2026 AMERIFLEX FSA Claims Ameriflex Funding 1.75 50453 08/27/2026 AUTOZONE Automotive Supplies 47.01
50453 08/27/2026 AUTOZONE Automotive Supplies 14.10
50455 08/27/2026 BIO-TOX LABORATORIES, INC June 26 Blood Draws 330.00 50455 08/27/2026 BIO-TOX LABORATORIES, INC Jun 26 Blood Draws 492.00 50456 08/27/2026 CALIMESA FIREFIGHTERS ASS… 07.30.26 Firefighter Assoc 420.00 50456 08/27/2026 CALIMESA FIREFIGHTERS ASS… 08.13.26 Firefighter Assoc 420.00 50457 08/27/2026 CHARTER COMMUNICATIONS Aug 26 Fiber Internet 1,550.00 50458 08/27/2026 CLARK'S TOWING AND RECOV… Evidence Tow & Storage 920.00 50458 08/27/2026 CLARK'S TOWING AND RECOV… Evidence Tow & Storage 920.00 50459 08/27/2026 COAST BIOMEDICAL EQUIPM… Jun 26 FD ALS 658.09 50459 08/27/2026 COAST BIOMEDICAL EQUIPM… Jun 26 FD ALS 171.95 50459 08/27/2026 COAST BIOMEDICAL EQUIPM… Jun 26 FD ALS 336.74 50460 08/27/2026 CROWN ACE HARDWARE Jul 26 Supplies FD station repa… 4.50 50460 08/27/2026 CROWN ACE HARDWARE Jul 26 Supplies Facilities Maint… 269.59 50460 08/27/2026 CROWN ACE HARDWARE Jul 26 Supplies PW Fleet 502.73 50460 08/27/2026 CROWN ACE HARDWARE Jul 26 Supplies PW Yard Suppl… 671.58 50460 08/27/2026 CROWN ACE HARDWARE Jul 26 Supplies Park Repair Su… 307.46 50461 08/27/2026 DAVID TURCH AND ASSOCIAT… Jun 26 Federal lobbying Servic… 2,500.00 50463 08/27/2026 EASYPERMIT POSTAGE Aug 26 Postage and Shipping 200.00 50465 08/27/2026 FAMILY SERVICE ASSOCIATION Jul 26 Contract Services 6,250.00 50466 08/27/2026 FRONTIER Jul 26 Sr Center Internet 171.26 50466 08/27/2026 FRONTIER Aug 26 Fax 149.21
50466 08/27/2026 FRONTIER Aug 26 Park Wifi 136.26
50467 08/27/2026 H & S MOBILE FIRE EQUIPME… Jul 26 FD E-201 Repairs 1,209.50 50467 08/27/2026 H & S MOBILE FIRE EQUIPME… Jul 26 FD E-1 Repairs 844.83 50468 08/27/2026 JEFF CERVANTEZ Reimbursement Candidate Sta… 500.00 50468 08/27/2026 JEFF CERVANTEZ Sep 26 Phone Reimbursement 55.00 50469 08/27/2026 JOHNATHAN MANLY Reimbursement Candidate Sta… 500.00 50469 08/27/2026 JOHNATHAN MANLY Sep 26 Phone Reimbursement 55.00 50470 08/27/2026 JONATHAN YBARRA Aug 08 - Aug 22, 2026 100.00 50471 08/27/2026 LIFE-ASSIST Aug 26 FD ALS Supplies 37.86 50471 08/27/2026 LIFE-ASSIST Aug 26 FD ALS Supplies 280.15 50471 08/27/2026 LIFE-ASSIST Aug 26 FD ALS Supplies 493.00 50472 08/27/2026 LINDE GAS & EQUIPMENT INC Aug 26 FD Equipment 286.03 50474 08/27/2026 MISSION SQUARE 08.13.26 Plan 303505 457 Pre… 6,532.86 50474 08/27/2026 MISSION SQUARE 08.13.26 Plan 303505 457 RO… 134.89 50474 08/27/2026 MISSION SQUARE 08.13.26 Plan 303505 Loan 775.04 50475 08/27/2026 RENE'S COMMERCIAL MANAG…Jul 26 Gopher Control City Par… 475.00 50476 08/27/2026 SOCAL GAS Jul 26 Services FD 80.96
50476 08/27/2026 SOCAL GAS Jul 26 Services Sr Center 138.57 50477 08/27/2026 SOLANOS AIR CONDITIONING Aug 26 FD Facilities 1,800.00

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 3 of 11
Payment Number Payment Date Vendor Name Description (Item) Amount 50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services Sr Center 3,002.22 50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services City Hall 6,217.13 50479 08/27/2026 THE GOODYEAR TIRE & RUBB… Aug 26 FD Vehicle PR-1 Repair 1,067.43 50480 08/27/2026 TIMES MEDIA GROUP Aug 26 Notices 129.53 50480 08/27/2026 TIMES MEDIA GROUP Aug 26 Notices 103.30 50480 08/27/2026 TIMES MEDIA GROUP Aug 26 Notices 122.04 50481 08/27/2026 TYLOR HOLLENBECK Jul 24 - Aug 07, 2026 07.29.26 100.00 50481 08/27/2026 TYLOR HOLLENBECK Jul 24 - Aug 07, 2026 07.28.26 100.00 50481 08/27/2026 TYLOR HOLLENBECK Jul 24 - Aug 07, 2026 08.03.26 100.00 50482 08/27/2026 VERIZON BUSINESS Jul 26 Long Distance 40.00 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 City Cou… 115.11 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Social M… 58.39 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Finance 38.37 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Permitti… 60.04 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Unassign… 40.04 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Planning 76.74 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 COP 76.74 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 FD - iPads 258.22 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 EOC Equ… 11.30 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Fire 488.75 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Fire Prev… 58.39 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Park Wifi 40.02 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 Public W… 268.59 50483 08/27/2026 VERIZON WIRELESS Jul 17 - Aug 16, 2026 PW - iPad 100.10 50484 08/27/2026 WILL KOLBOW Sep 26 Phone Reimbursement 100.00 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water City… 95.44 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water FD -… 47.72 50487 09/03/2026 2 HOT UNIFORMS INC Aug 26 FD Uniform Busher 545.81 50488 09/03/2026 ALERT-ALL CORPORATION Aug 26 Promotional Items 1,187.94 50489 09/03/2026 ALLIED ADMINISTRATORS FOR…Oct 26 Premiums 2,158.81 50490 09/03/2026 ALLSTAR FIRE EQUIPMENT INC Aug 26 FD Repairs 816.75 50491 09/03/2026 ALOHA PLUMBING & MAINTE… 4th St Park Repairs 425.00 50492 09/03/2026 AMERIFLEX Sep 26 Admin 76.81
50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 -22,000.00 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 1,450.00 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 29.98 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 338.88 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 1,149.40 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 227.33 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 106.66 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 1,640.70 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 435.00 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 815.44 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 1,354.00 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 2,691.58 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 260.00 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 1,628.83 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 2,124.33 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 24.74 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 -199.93 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 71.91 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 9,678.90 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 2,480.95 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 44.99 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 603.37 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 147.75 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 17.68 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 246.32 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 1,362.08 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 1,002.92

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 4 of 11
Payment Number Payment Date Vendor Name Description (Item) Amount 50495 09/03/2026 DINOSAUR TIRE SERVICE,INC. Vehicle Repair Chevy 3500 235.64 50496 09/03/2026 EXECUTIVE FACILITIES SERVIC… Jul 26 Janitorial 1,251.66 50496 09/03/2026 EXECUTIVE FACILITIES SERVIC… Aug 26 Janitorial 1,251.66 50497 09/03/2026 H & S MOBILE FIRE EQUIPME… Aug 26 FD WT-1 Repairs 2,377.26 50499 09/03/2026 IMAGETREND, INC. Aug 26 - Aug 21, 2027 2,940.00 50503 09/03/2026 KONICA MINOLTA Business So…Sep 26 Equipment Rental PW/… 414.23 50504 09/03/2026 ODP BUSINESS SOLUTIONS, LLC Aug 26 Office Supplies 162.67 50504 09/03/2026 ODP BUSINESS SOLUTIONS, LLC Aug 26 Office Supplies 24.88 50504 09/03/2026 ODP BUSINESS SOLUTIONS, LLC Aug 26 Office Supplies 41.17 50504 09/03/2026 ODP BUSINESS SOLUTIONS, LLC Aug 26 Office Supplies 15.61 50504 09/03/2026 ODP BUSINESS SOLUTIONS, LLC Aug 26 Office Supplies 282.77 50504 09/03/2026 ODP BUSINESS SOLUTIONS, LLC Aug 26 Office Supplies 40.09 50505 09/03/2026 OTTO GATES INC Aug 26 PW Creekside Gate Re… 711.06 50506 09/03/2026 PARS Jun 26 Rep Fees 400.00
50508 09/03/2026 PURETEC INDUSTRIAL WATER Aug 26 FD Vehicles 53.92 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 Re… 137,722.83 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 POP… 27,140.57 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 OT -… 803.23 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 OT -… 124.80 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 Offi… 5,819.85 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 POP… 1,449.90 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 Cap… 153.47 50511 09/03/2026 ROGERS EXHAUST SHOP Aug 26 Fusion SE Hybrid 1,554.25 50511 09/03/2026 ROGERS EXHAUST SHOP Aug 26 Fusion SE Hybrid 1,554.25 50511 09/03/2026 ROGERS EXHAUST SHOP Aug 26 F 150 Maintenance 2,435.00 50512 09/03/2026 ROGERS, ANDERSON, MALODY…FY26 Audit Services Software … 2,500.00 50512 09/03/2026 ROGERS, ANDERSON, MALODY…FY26 Audit Services 2,500.00 50516 09/03/2026 VISION SERVICE PLAN - CA Sep 26 Premiums 385.03 50517 09/03/2026 WCS DISTRIBUTING, INC. Aug 26 PW Supplies 573.23 50518 09/03/2026 WEX BANK Aug 26 Services Prepaid -10,000.00 50518 09/03/2026 WEX BANK Aug 26 Services Code Enforce… 283.49 50518 09/03/2026 WEX BANK Aug 26 Services City Vehicles 802.60 50518 09/03/2026 WEX BANK Aug 26 Services Fire Vehicles 7,352.52 50519 09/03/2026 YAIZA BENSON Aug 26 Reimbursement Notary… 80.00 50521 09/09/2026 AFLAC-ENDORSED BENEFITS A…Aug 26 Supp Insurance Prem 819.08 50522 09/09/2026 APRYLE DALMACIO Friday Food Round Up 9.11.26 300.00 50523 09/09/2026 ARIZONA PIPELINE Refund EP-26-19 1,200.00 50523 09/09/2026 ARIZONA PIPELINE Refund EP-26-19 240.00 50524 09/09/2026 CALIMESA FIREFIGHTERS ASS… 08.27.26 Firefighter Assoc 420.00 50525 09/09/2026 CITY OF CANYON LAKE Golf Tournament 2026 500.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Feb 26 Landscape Manageme… 240.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Feb 26 Landscape Manageme… 160.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Feb 26 Landscape Manageme… 160.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Feb 26 Landscape Manageme… 320.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Feb 26 Landscape Manageme… 400.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Mar 26 Landscape Manageme… 160.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Mar 26 Landscape Manageme… 160.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Apr 26 Landscape Manageme… 160.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Apr 26 Landscape Manageme… 160.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Apr 26 Landscape Manageme… 200.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Apr 26 Landscape Manageme… 600.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Apr 26 Landscape Manageme… 280.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… May 26 Landscape Managem… 160.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… May 26 Landscape Managem… 40.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… May 26 Landscape Managem… 400.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… May 26 Landscape Managem… 720.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… May 26 Landscape Managem… 443.50 50526 09/09/2026 COMMUNITY WORKS DESIGN… Jun 26 Landscape Managemen… 1,003.50 50526 09/09/2026 COMMUNITY WORKS DESIGN… Jun 26 Landscape Managemen… 720.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Jul 26 Landscape Mangement … 976.00

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 5 of 11
Payment Number Payment Date Vendor Name Description (Item) Amount 50526 09/09/2026 COMMUNITY WORKS DESIGN… Jul 26 Landscape Mangement … 176.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Jul 26 Landscape Mangement … 496.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Jul 26 Landscape Mangement … 336.00 50526 09/09/2026 COMMUNITY WORKS DESIGN… Jul 26 Landscape Mangement … 496.00 50527 09/09/2026 CRAIG & SONS TERMITE & PE… Sep 26 Pest Control Sr Center 50.00 50527 09/09/2026 CRAIG & SONS TERMITE & PE… Sep 26 Pest Control FD 50.00 50528 09/09/2026 ENGLANDER INVESTIGATIONS Background x4 600.00 50529 09/09/2026 FAMILY SERVICE ASSOCIATION Aug 26 Contract Services 6,250.00 50530 09/09/2026 FLEET SERVICES INC Jul 26 FD E-1 Maintenace 798.00 50530 09/09/2026 FLEET SERVICES INC Jul 26 FD E-1 Maintenace 2,669.77 50531 09/09/2026 FRONTIER Aug 26 Sr Center Internet 185.51 50532 09/09/2026 GUARDIAN INTEGRATED SEC… Sep 26 BOA Camera Monitori… 2,400.00 50533 09/09/2026 IMPERIAL DADE Aug 26 Supplies CH 120.81 50533 09/09/2026 IMPERIAL DADE Aug 26 Supplies Sr Center 271.91 50533 09/09/2026 IMPERIAL DADE Aug 26 Supplies CH Facilities 13.99 50534 09/09/2026 JOHN HANCOCK USA 08.27.26 Contract#86360 4,288.01 50535 09/09/2026 KME SYSTEMS, LLC Sep 26 Mng Services 4,740.40 50535 09/09/2026 KME SYSTEMS, LLC Sep 26 Mng Services Monthly … 1,587.00 50537 09/09/2026 MISSION SQUARE 08.26.26 Plan 303505 457 Pre… 6,750.55 50537 09/09/2026 MISSION SQUARE 08.26.26 Plan 303505 457 RO… 284.89 50537 09/09/2026 MISSION SQUARE 08.26.26 Plan 303505 Loan 2,275.04 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services City Hall & 10… 454.10 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services FD 288.13 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services Mtn View Park… 96.64 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services Mtn View Park… 2,567.83 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services 4th St Park 1,291.33 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services Creekside Park 451.12 50539 09/09/2026 SSD SYSTEMS Jul - Sep 26 Security System 1,549.59 50540 09/09/2026 THE COUNSELING TEAM INTE… Sep 26 Employee Support Svcs 771.75 50541 09/09/2026 TIMES MEDIA GROUP Aug 26 Notices 211003 Mesa … 619.56 DFT0000292 08/17/2026 CAL PERS 08.13.26 Contributions Classic 3,019.58 DFT0000292 08/17/2026 CAL PERS 08.13.26 Contributions PEPRA 7,669.51 DFT0000293 08/26/2026 WEX BANK Aug 26 Prepayment 10,000.00 DFT0000299 08/26/2026 BANK OF AMERICA Aug 26 Prepayment 22,000.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 350.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 1,210.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 300.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 129.98 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 969.90 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 5.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 42.40 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 102.16 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 199.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 40.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 1,320.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 679.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 275.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 749.95 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 1,510.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 239.48 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 973.33 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 19.99 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 4,055.98 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 442.25 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 189.39 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 803.94 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 92.67 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 388.30 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 244.60 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 30.67

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 6 of 11
Payment Number Payment Date Vendor Name Description (Item) Amount DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 971.49 DFT0000302 09/02/2026 CAL PERS 08.27.26 Contributions Classic 3,019.58 DFT0000302 09/02/2026 CAL PERS 08.27.26 Contributions PEPRA 7,684.52 Fund 100 - GENERAL FUND Total: 504,813.30
Fund: 130 - INSURANCE FUND
50435 08/20/2026 LIEBERT CASSIDY WHITMORE Jul 26 Legal Services 1,122.00 50435 08/20/2026 LIEBERT CASSIDY WHITMORE Jul 26 Legal Services 6,046.15 Fund 130 - INSURANCE FUND Total: 7,168.15
Fund: 175 - VEHICLE FUND
50410 08/13/2026 FIRE TRUCKS UNLIMITED, LLC Brush Engine 09' 50% Deposit 87,506.50 50423 08/20/2026 FIRE TRUCKS UNLIMITED, LLC Brush Engine 09' Final Balance 87,506.50 Fund 175 - VEHICLE FUND Total: 175,013.00
Fund: 176 - INFORMATION TECHNOLOGY FUND
50462 08/27/2026 DELL MARKETING L.P. Sales Tax 413.57
50462 08/27/2026 DELL MARKETING L.P. Dell Pro 16 Plus 4,814.82 50462 08/27/2026 DELL MARKETING L.P. Dell Pro Thunderbolt 4 Dock 798.72 50462 08/27/2026 DELL MARKETING L.P. Environmental Fee 15.00 50462 08/27/2026 DELL MARKETING L.P. Dell Pro Keyboard 82.68 50514 09/03/2026 TYLER TECHNOLOGIES, INC ERP Pro Annual Software & I… 11,700.00 Fund 176 - INFORMATION TECHNOLOGY FUND Total: 17,824.79 Fund: 210 - CAPITAL PROJECTS
50473 08/27/2026 LOWES BUSINESS ACCOUNT Ice Connector 18.06 50473 08/27/2026 LOWES BUSINESS ACCOUNT CH Fridge Late fee 73.80 50473 08/27/2026 LOWES BUSINESS ACCOUNT CH Fridge 2,065.22 50536 09/09/2026 LOWES BUSINESS ACCOUNT CH Fridge Fees Charged 29.00 50536 09/09/2026 LOWES BUSINESS ACCOUNT CH Fridge Late Fee 44.80 Fund 210 - CAPITAL PROJECTS Total: 2,230.88
Fund: 260 - MEASURE A - RCTC
50515 09/03/2026 VIALYTICS AMERICAS INC. Pavement Management Soft… 6,128.00 Fund 260 - MEASURE A - RCTC Total: 6,128.00
Fund: 290 - DIF ADMINISTRATION FACILITIES
50448 08/27/2026 ACTON ARCHITECTURE, INC Jul 26 City Hall Schematic Desi… 4,860.00 Fund 290 - DIF ADMINISTRATION FACILITIES Total: 4,860.00 Fund: 293 - DIF STREET & TRAFFIC IMPROVEMENT
50442 08/20/2026 TKE ENGINEERING, INC. Apr 26 General Engineering Pr… 540.00 50442 08/20/2026 TKE ENGINEERING, INC. Apr 26 General Engineering R… 25,960.00 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water 625… 47.72 50543 09/14/2026 MNS ENGINEERS, INC PS&E Consultant Cherry Valley… 7,982.11 50543 09/14/2026 MNS ENGINEERS, INC PS&E Consultant Cherry Valley… 42,110.49 Fund 293 - DIF STREET & TRAFFIC IMPROVEMENT Total: 76,640.32 Fund: 305 - COPS GRANT/SUPP LAW EFRCEMENT
50424 08/20/2026 FLOCK SAFETY FY 26-27 Flock Cameras 24,000.00 50502 09/03/2026 KAM SOFTWARE TECHNOLOG… Aug 2026 Records Manageme… 10,000.00 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 CSO… 9,400.30 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 OT -… 139.25 50510 09/03/2026 RIVERSIDE COUNTY SHERIFF'S… BP#01 07.01.26 - 07.22.26 CSO… 1,244.70 Fund 305 - COPS GRANT/SUPP LAW EFRCEMENT Total: 44,784.25 Fund: 315 - LIGHTING/LANDSCAPE DISTRICT
50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services City Wide Stree… 5,792.68 50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services LLMD 1,083.88 50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services Late Fee 124.36 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water City… 95.44 50507 09/03/2026 Pro-Pipe & Supply, Inc. Aug 26 Irrigation Supplies 240.90 50507 09/03/2026 Pro-Pipe & Supply, Inc. Aug 26 Irrigation Supplies 78.50 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services Calimesa CLR … 22.50 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services Common Area… 79.20

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 7 of 11
Payment Number Payment Date Vendor Name Description (Item) Amount 50538 09/09/2026 SOUTH MESA WATER Aug 26 Services Common Area… 128.53 Fund 315 - LIGHTING/LANDSCAPE DISTRICT Total: 7,645.99
Fund: 335 - GAS TAX
50412 08/13/2026 TRAFFIC AND PARKING CONT… PW_Equipment_Stop Sign 3,310.10 50418 08/20/2026 CMAX COMMERCIAL MAINTE… Aug 26 Street Sweeping Cityw… 2,132.10 50440 08/20/2026 SHARPLINE SOLUTIONS, INC Aug 26 PW Paint Striping 993.88 50445 08/20/2026 WEX BANK Jul 26 Services Public Works 1,107.47 50460 08/27/2026 CROWN ACE HARDWARE Jul 26 Supplies Road Repair su… 123.93 50486 08/27/2026 YUNEX, LLC July 26 Call Outs 272.00
50486 08/27/2026 YUNEX, LLC Jul 26 Routine Maintenance 450.00 50493 09/03/2026 BANK OF AMERICA Aug 01 - Aug 31, 2026 72.22 50498 09/03/2026 HERITAGE LANDSCAPE SUPPLY…Aug 26 Supplies 1,368.75 50509 09/03/2026 RIGHT OF WAY INC. Street Signs 285.11
50513 09/03/2026 SHARPLINE SOLUTIONS, INC Event Barricades 4,398.38 50518 09/03/2026 WEX BANK Aug 26 Services Public Works 2,041.27 50520 09/03/2026 YUNEX, LLC Jul 26 Call Outs 3,815.06
DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 2,181.93 Fund 335 - GAS TAX Total: 22,552.20
Fund: 370 - LIBRARY OPERATIONS
50454 08/27/2026 BARBARA OLSON Jul & Aug 26 Cardmaking Supp… 133.00 50464 08/27/2026 EMMA DEJAGER 2026 YHS Scholarship 1,000.00 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water Cal… 47.72 Fund 370 - LIBRARY OPERATIONS Total: 1,180.72
Fund: 400 - CFD SINGLETON HEIGHTS FAC IA1
DFT0000294 08/24/2026 US BANK Debt Service Payment CFD 20… 106,601.18 Fund 400 - CFD SINGLETON HEIGHTS FAC IA1 Total: 106,601.18 Fund: 401 - CFD SINGLETON HEIGHTS FAC IA2
DFT0000295 08/24/2026 US BANK Debt Service Payment CFD 20… 138,785.02 Fund 401 - CFD SINGLETON HEIGHTS FAC IA2 Total: 138,785.02 Fund: 409 - CFD SINGLETON HEIGHTS MAINTENANCE
50418 08/20/2026 CMAX COMMERCIAL MAINTE… Aug 26 Street Sweeping CFD 2… 232.16 50419 08/20/2026 COMMUNITY WORKS DESIGN… Jun 26 Landscape Managemen… 400.00 50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services Singleton Heigh… 891.77 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water Sin… 1,871.04 50509 09/03/2026 RIGHT OF WAY INC. Street Signs Singleton 129.30 Fund 409 - CFD SINGLETON HEIGHTS MAINTENANCE Total: 3,524.27 Fund: 410 - CFD JP RANCH FAC IA1
50542 09/09/2026 US BANK 08.01.26 - 07.31.27 Admin Fe… 2,800.00 DFT0000298 08/24/2026 US BANK Debt Service Payment CFD 20… 58,357.81 Fund 410 - CFD JP RANCH FAC IA1 Total: 61,157.81
Fund: 411 - CFD JP RANCH FAC IA2
DFT0000296 08/24/2026 US BANK Debt Service Payment CFD 20… 91,488.02 DFT0000297 08/24/2026 US BANK Debt Service Payment CFD 20… 47,293.61 Fund 411 - CFD JP RANCH FAC IA2 Total: 138,781.63
Fund: 419 - CFD JP RANCH MAINTENANCE
50419 08/20/2026 COMMUNITY WORKS DESIGN… Jun 26 Landscape Managemen… 560.00 50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services JP Ranch Street… 911.69 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water JP … 1,108.55 50500 09/03/2026 INLAND EMPIRE LANDSCAPE, … Aug 26 Landscape & Irrigation 7,693.67 50500 09/03/2026 INLAND EMPIRE LANDSCAPE, … Aug 26 Landscape & Irrigation… 2,080.00 50500 09/03/2026 INLAND EMPIRE LANDSCAPE, … Aug 26 Irrigation Repair 937.00 50501 09/03/2026 INTEGRITY ARBORIST AND EC… Aug 26 JP Rnch Weed Abatem… 3,954.00 50501 09/03/2026 INTEGRITY ARBORIST AND EC… Aug 26 JP Rnch Weed Abatem… 1,362.00 Fund 419 - CFD JP RANCH MAINTENANCE Total: 18,606.91
Fund: 420 - CFD SUMMERWIND FAC IA1
DFT0000301 08/24/2026 US BANK Debt Service Payment CFD 20… 419,888.95 Fund 420 - CFD SUMMERWIND FAC IA1 Total: 419,888.95

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 8 of 11
Payment Number Payment Date Vendor Name Description (Item) Amount Fund: 429 - CFD SUMMERWIND MAINTENANCE
50418 08/20/2026 CMAX COMMERCIAL MAINTE… Aug 26 Street Sweeping CFD 2… 544.87 50419 08/20/2026 COMMUNITY WORKS DESIGN… Jun 26 Landscape Managemen… 720.00 50440 08/20/2026 SHARPLINE SOLUTIONS, INC Aug 26 PW Paint Striping 1,200.42 50450 08/27/2026 AMAZON CAPITAL SERVICES I… Jul 26 Orders Summerwind Pa… 34.47 50475 08/27/2026 RENE'S COMMERCIAL MANAG…Jul 26 Gopher Control Summe… 575.00 50478 08/27/2026 SOUTHERN CALIFORNIA EDIS… Jul 26 Services Summerwind 282.13 50485 08/27/2026 YUCAIPA VALLEY WATER DIST… Jul 26 Water Waste Water Su… 1,869.63 50494 09/03/2026 COMMUNITY WORKS DESIGN… July 26 Landscape Manageme… 480.00 DFT0000300 08/19/2026 BANK OF AMERICA Jul 01 - Jul 31, 2026 364.31 Fund 429 - CFD SUMMERWIND MAINTENANCE Total: 6,070.83
Fund: 490 - SUCCESSOR AGENCY
50494 09/03/2026 COMMUNITY WORKS DESIGN… July 26 Landscape Manageme… 160.00 Fund 490 - SUCCESSOR AGENCY Total: 160.00
Grand Total: 1,764,418.20

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 9 of 11
Report Summary
Fund Summary
Fund Payment Amount
100 - GENERAL FUND 504,813.30
130 - INSURANCE FUND 7,168.15
175 - VEHICLE FUND 175,013.00
176 - INFORMATION TECHNOLOGY FUND 17,824.79
210 - CAPITAL PROJECTS 2,230.88
260 - MEASURE A - RCTC 6,128.00
290 - DIF ADMINISTRATION FACILITIES 4,860.00
293 - DIF STREET & TRAFFIC IMPROVEMENT 76,640.32
305 - COPS GRANT/SUPP LAW EFRCEMENT 44,784.25
315 - LIGHTING/LANDSCAPE DISTRICT 7,645.99
335 - GAS TAX 22,552.20
370 - LIBRARY OPERATIONS 1,180.72
400 - CFD SINGLETON HEIGHTS FAC IA1 106,601.18
401 - CFD SINGLETON HEIGHTS FAC IA2 138,785.02
409 - CFD SINGLETON HEIGHTS MAINTENANCE 3,524.27
410 - CFD JP RANCH FAC IA1 61,157.81
411 - CFD JP RANCH FAC IA2 138,781.63
419 - CFD JP RANCH MAINTENANCE 18,606.91
420 - CFD SUMMERWIND FAC IA1 419,888.95
429 - CFD SUMMERWIND MAINTENANCE 6,070.83
490 - SUCCESSOR AGENCY 160.00
Grand Total: 1,764,418.20
Account Summary
Account Number Account Name Payment Amount
100-0000-13000-000 PREPAID EXPENSES 0.00
100-0000-22510-000 ASSOCIATION DUES PAY… 1,260.00
100-0000-22515-000 FSA REIMBURSEMENT P… 1,244.52
100-0000-22525-000 DEFERRED COMPENSAT… 16,753.27
100-0000-24015-000 DEPOSITS - DEVELOPER 10,786.56
100-0000-43420-000 ADMINISTRATIVE FEE - … 240.00
100-1010-60100-000 PROFESSIONAL SERVICES 5,000.00
100-1010-60300-000 COMMUNICATIONS 335.11
100-1010-60560-000 TRAVEL AND TRAINING… 1,450.00
100-1020-60100-000 PROFESSIONAL SERVICES 2,130.00
100-1020-60300-000 COMMUNICATIONS 200.00
100-1020-60505-000 DUES AND SUBCRIPTIONS 350.00
100-1020-60560-000 TRAVEL AND TRAINING… 1,710.00
100-1030-60100-000 PROFESSIONAL SERVICES 338.90
100-1030-60110-000 OTHER CONTRACT SERV… 218.35
100-1030-60225-000 ELECTIONS 1,338.88
100-1030-60525-000 MINOR EQUIPMENT 969.90
100-1030-60550-000 PRINTING AND PUBLICAT… 354.87
100-1030-60560-000 TRAVEL AND TRAINING… 1,229.40
100-2000-50200-000 INSURANCE & EMPLOYEE… 25,213.23
100-2000-50300-000 PERS BENEFITS 21,393.19
100-2000-60110-000 OTHER CONTRACT SERV… 2,092.46
100-2000-60315-000 EQUIPMENT AND FACILI… 200.00
100-2000-60420-000 REPAIRS AND MAINTEN… 2,068.16
100-2000-60426-000 UTILITIES - GAS & WATER 549.54
100-2000-60500-000 BANK CHARGES 5.00
100-2000-60530-000 SUPPLIES 1,124.95
100-2000-60540-000 PERMITS & LICENSES 102.16
100-2010-50201-000 INSURANCE & EMPLOYEE… 8,721.00
100-2010-60100-000 PROFESSIONAL SERVICES 1,276.33
100-2020-60100-000 PROFESSIONAL SERVICES 9,300.00
100-2020-60300-000 COMMUNICATIONS 98.41

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 10 of 11
Account Summary
Account Number Account Name Payment Amount
100-2030-60100-000 PROFESSIONAL SERVICES 14,221.20
100-2030-60300-000 COMMUNICATIONS 1,779.25
100-2030-60325-000 SOFTWARE AND WEBSITE 33,203.92
100-3010-60100-000 PROFESSIONAL SERVICES 1,320.00
100-3010-60300-000 COMMUNICATIONS 76.74
100-3010-60325-000 SOFTWARE AND WEBSITE 679.00
100-3010-60505-000 DUES AND SUBCRIPTIONS 275.00
100-3010-60560-000 TRAVEL AND TRAINING… 749.95
100-3020-60560-000 TRAVEL AND TRAINING… 2,760.44
100-3040-60325-000 SOFTWARE AND WEBSITE 239.48
100-3040-60560-000 TRAVEL AND TRAINING… 1,354.00
100-4005-60158-000 CAL ID & TESTING 14,295.00
100-4010-60150-000 POLICE - REGULAR CON… 164,863.40
100-4010-60155-000 POLICE - OVERTIME & I… 928.03
100-4010-60560-000 TRAVEL AND TRAINING … 7,423.22
100-4015-60300-000 COMMUNICATIONS 76.74
100-4030-50110-000 INTERNSHIP & STIPENDS 600.00
100-4030-50200-000 INSURANCE & EMPLOYEE… 12,732.64
100-4030-60100-000 PROFESSIONAL SERVICES 2,423.33
100-4030-60110-000 OTHER CONTRACT SERV… 19.99
100-4030-60300-000 COMMUNICATIONS 787.19
100-4030-60325-000 SOFTWARE AND WEBSITE 2,940.00
100-4030-60400-000 REPAIRS AND MAINTEN… 11,252.06
100-4030-60410-000 REPAIRS AND MAINTEN… 16,327.31
100-4030-60420-000 REPAIRS AND MAINTEN… 11,808.69
100-4030-60426-000 UTILITIES - GAS & WATER 416.81
100-4030-60525-000 MINOR EQUIPMENT 1,356.17
100-4030-60530-000 SUPPLIES 2,464.17
100-4030-60535-000 UNIFORMS & PPE 1,586.94
100-4030-60560-000 TRAVEL AND TRAINING… 9,678.90
100-4035-60100-000 PROFESSIONAL SERVICES 5,611.25
100-4035-60300-000 COMMUNICATIONS 58.39
100-4035-60530-000 SUPPLIES 1,187.94
100-5010-60100-000 PROFESSIONAL SERVICES 12,500.00
100-5010-60110-000 OTHER CONTRACT SERV… 497.80
100-5010-60300-000 COMMUNICATIONS 356.77
100-5010-60400-000 REPAIRS AND MAINTEN… 925.47
100-5010-60425-000 UTILITIES - ELECTRIC 3,002.22
100-5010-60426-000 UTILITIES - GAS & WATER 138.57
100-5010-60530-000 SUPPLIES 367.81
100-5030-60100-000 PROFESSIONAL SERVICES 300.00
100-5030-60530-000 SUPPLIES 3,890.98
100-5030-60531-000 SUPPLIES 244.60
100-5030-60539-000 SUPPLIES 1,020.47
100-6000-60100-000 PROFESSIONAL SERVICES 1,387.92
100-6000-60300-000 COMMUNICATIONS 408.71
100-6000-60400-000 REPAIRS AND MAINTEN… 6,781.15
100-6000-60410-000 REPAIRS AND MAINTEN… 7,200.90
100-6000-60425-000 UTILITIES - ELECTRIC 6,217.13
100-6000-60525-000 MINOR EQUIPMENT 2,047.76
100-6000-60535-000 UNIFORMS & PPE 1,002.92
100-6010-60100-000 PROFESSIONAL SERVICES 240.00
100-6010-60400-000 REPAIRS AND MAINTEN… 1,018.52
100-6010-60426-000 UTILITIES - GAS & WATER 4,406.92
100-6010-60530-000 SUPPLIES 170.34
100-6020-60100-000 PROFESSIONAL SERVICES 7,135.00
130-2040-60100-000 PROFESSIONAL SERVICES 7,168.15
175-0000-70130-000 VEHICLES 175,013.00

Check Register Report Payment Dates: 8/13/2026 - 9/15/2026 9/15/2026 12:53:34 PM Page 11 of 11
Account Summary
Account Number Account Name Payment Amount
176-0000-60525-000 MINOR EQUIPMENT 6,124.79
176-0000-70111-000 COMPUTER HARDWARE… 11,700.00
210-0000-70100-000 BUILDINGS & IMPROVE… 2,230.88
260-0000-60325-000 SOFTWARE AND WEBSITE 6,128.00
290-0000-70100-000 BUILDINGS & IMPROVE… 4,860.00
293-7060-60130-000 ENGINEERING SERVICES 47.72
293-7065-60100-000 PROFESSIONAL SERVICES 50,092.60
293-7067-60100-000 PROFESSIONAL SERVICES 540.00
293-7067-70170-000 STREETS 25,960.00
305-4005-60315-000 EQUIPMENT AND FACILI… 24,000.00
305-4010-60150-000 POLICE - REGULAR CON… 9,400.30
305-4010-60155-000 POLICE - OVERTIME & I… 139.25
305-4010-60325-000 SOFTWARE AND WEBSITE 10,000.00
305-4010-60561-000 TRAVEL AND TRAINING … 1,244.70
315-6000-60400-000 REPAIRS AND MAINTEN… 319.40
315-6000-60425-000 UTILITIES - ELECTRIC 7,000.92
315-6000-60426-000 UTILITIES - GAS & WATER 325.67
335-6080-60100-000 PROFESSIONAL SERVICES 4,537.06
335-6080-60415-000 REPAIRS AND MAINTEN… 14,794.18
335-6080-60420-000 REPAIRS AND MAINTEN… 3,220.96
370-5040-60400-000 REPAIRS AND MAINTEN… 47.72
370-5040-60530-000 SUPPLIES 133.00
370-5040-60610-000 SCHOLARSHIPS 1,000.00
400-0000-10150-000 US BANK & TRUST 106,601.18
401-0000-10150-000 US BANK & TRUST 138,785.02
409-8010-60100-000 PROFESSIONAL SERVICES 400.00
409-8010-60415-000 REPAIRS AND MAINTEN… 361.46
409-8010-60425-000 UTILITIES - ELECTRIC 891.77
409-8010-60426-000 UTILITIES - GAS & WATER 1,871.04
410-0000-10150-000 US BANK & TRUST 58,357.81
410-8010-60100-000 PROFESSIONAL SERVICES 2,800.00
411-0000-10150-000 US BANK & TRUST 138,781.63
419-8010-60100-000 PROFESSIONAL SERVICES 560.00
419-8010-60400-000 REPAIRS AND MAINTEN… 16,026.67
419-8010-60425-000 UTILITIES - ELECTRIC 911.69
419-8010-60426-000 UTILITIES - GAS & WATER 1,108.55
420-0000-10150-000 US BANK & TRUST 419,888.95
429-0000-60400-000 REPAIRS AND MAINTEN… 34.47
429-8010-60100-000 PROFESSIONAL SERVICES 1,200.00
429-8010-60400-000 REPAIRS AND MAINTEN… 939.31
429-8010-60415-000 REPAIRS AND MAINTEN… 1,745.29
429-8010-60425-000 UTILITIES - ELECTRIC 282.13
429-8010-60426-000 UTILITIES - GAS & WATER 1,869.63
490-8010-60100-000 PROFESSIONAL SERVICES 160.00
Grand Total: 1,764,418.20
Project Account Summary
Project Account Key Payment Amount
**None** 1,583,994.14
1000200060530 3,077.19
1001000060100 300.00
1001000060530 1,062.38
1001000060540 971.49
10012000070130 175,013.00
Grand Total: 1,764,418.20

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 4.

SUBJECT: Council Travel, Training and Meeting/Mileage Expenses MEETING DATE: September 21, 2026
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 August 31, 2026.

ATTACHMENTS:

1. COUNCIL TRAVEL MEETING-MILEAGE EXPENSES 26-27

FISCAL YEAR 2026-27

COUNCIL TRAVEL AND MEETING/MILEAGE EXPENSES

DATE DESCRIPTION AMOUNT
1-Jul LOCC Annual Conference Registration $ 675.00
TOTAL TRAVEL/TRAINING $ 675.00
REMAINING BALANCE $ 2,825.00

DATE DESCRIPTION AMOUNT
1-Jul LOCC Annual Conference Registration $ 675.00
TOTAL TRAVEL/TRAINING $ 675.00
REMAINING BALANCE $ 2,325.00

JEFF CERVANTEZ TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 1010-60560

ERIC CUNDIEFF TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 1010-60560

FISCAL YEAR 2026-27

COUNCIL TRAVEL AND MEETING/MILEAGE EXPENSES

DATE DESCRIPTION AMOUNT
TOTAL TRAVEL/TRAINING $ -
REMAINING BALANCE $ 3,000.00

DATE DESCRIPTION AMOUNT
TOTAL TRAVEL/TRAINING $ -
REMAINING BALANCE $ 3,000.00

LINDA MOLINA TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 1010-60560

EDGAR GARCIA TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 1010-60560

FISCAL YEAR 2026-27

COUNCIL TRAVEL AND MEETING/MILEAGE EXPENSES

DATE DESCRIPTION AMOUNT
TOTAL TRAVEL/TRAINING $ -
REMAINING BALANCE $ 3,000.00

JOHN MANLY TRAVEL - MEETING/MILEAGE EXPENSES
TRAVEL/TRAINING 1010-60560

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 5.

SUBJECT: Treasurer's Report for the Month Ended June 30, 2026 MEETING DATE: September 21, 2026
PREPARED BY: Celeste Reid, Finance Director
RECOMMENDATION:

That the City Council receive and file the Investment Report for the month ended June 30, 2026.

BACKGROUND:

Pursuant to Council Resolution No. 2025-50 approved on September 15, 2025, 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. 2025-50. 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 a transfer of $2,000,000 from the Bank of America to LAIF bank account on June 24, 2026.

FISCAL IMPACT:

Revenue of $241,910 interest and dividend earnings was recognized for LAIF Quarterly Interest,

Checking Sweep account, CFD and Successor Agency funds.

ATTACHMENTS:

1. Treasurer's Report for the month ended June 30, 2026

CITY OF CALIMESA

INVESTMENT REPORT
For the Month Ended
Celeste Reid, CPA
Finance Director and Treasurer
Celeste Reid
June 30, 2026
All City investments are shown are shown in this report and conform to the City Investment Policy. All investment transactions during this period are included in this report. As City Treasurer of the City of Calimesa, I hereby certify that sufficient investment liquidity and anticipated revenue are available to meet the next six (6) months' estimated expenditures.

CASH AND INVESTMENTS HELD FOR CITY OPERATIONS
Yield Interest &
Par Maturity Cost Market % of Coupon Interest Dividends Realized Unrealized Institution/Investment Type Value Call Date Basis Value Porfolio Rate Rate Earned Gain(Loss) Gain(Loss) Bank of America Checking and Sweep Account 2,172,690 On Demand $ 2,172,690 $ 2,172,690 8% N/A 2.52% $ 8,891 N/A N/A Local Agency Investment Fund LAIF 24,766,414 On Demand 24,766,414 24,738,486 92% N/A 3.82% $ 226,501 - $ (27,928) Petty Cash 400 On Demand 400 400 0% N/A None $ - N/A N/A Total Cash and Investments Held by City $ 26,939,504 $ 26,911,575 100% $ 235,391

CASH AND INVESTMENTS HELD BY THIRD PARTY TRUSTEE
Yield Interest &
Par Maturity Cost Market % of Coupon Interest Dividends Realized Unrealized Institution/Investment Type Value Call Date Basis Value Porfolio Rate Rate Earned Gain(Loss) Gain(Loss) BNY Bank of New York Mellon Successor Agency Bond Accounts Blackrock Treasury Trust Instl 10 Money Market fund 159,538 On Demand $ 159,538 $ 159,538 7% N/A 3.58% $ 654 N/A N/A Blackrock Treasury Trust Instl 62 Money Market fund 47,514 On Demand 47,514 47,514 2% N/A 3.58% - N/A N/A US Bank - Community Facilities Districts
Blackrock Liquidity Fund T-Fund Dollar 2,130,159 On Demand 2,130,159 2,130,159 90% N/A 3.29% 5,865 N/A N/A Total Cash and Investments Held by Trustee $ 2,337,211 $ 2,337,211 100% $ 6,519

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 6.

SUBJECT: 2025 General Plan Annual Progress Report
2025 Housing Element Progress Report
MEETING DATE: September 21, 2026
PREPARED BY: Kelly Lucia, Community Development Director RECOMMENDATION:

That the City Council receive and file the attached General Plan Annual Progress Report and Housing Element Annual Progress Report.

BACKGROUND:

California Government Code, Chapter 7 (Administration of General Plan) Section 65400 (implementation of plan; annual report) (Attachment C) requires that Cities and Counties provide an annual report to the legislative body, the Office of Planning and Research, and the Department of Housing and Community Development that includes the following:
(A) The status of the general plan and progress in its implementation. (B) The progress in meeting its share of regional housing needs determined pursuant to Section 65584 and local efforts to remove governmental constraints to the maintenance, improvement, and development of housing pursuant to paragraph (3) of subdivision (c) of Section 65583.

The Planning Commission received and filed this item on August 10, 2026.

DISCUSSION:

A summary of the building permits issued by affordability is provided below in Attachment A.

This item reports the building permits issued by the City in Calendar Year (CY) 2025.

FISCAL IMPACT:

No Fiscal Impact.

ATTACHMENTS:

1. Attachment A - Summary Table

2. Attachment B - Calimesa_2025 GP Progress Report

3. Attachment C - Calimesa2025

4. Attachment D - GOV_65400

Jurisdiction Calimesa
Reporting Year 2025
Housing Element Planning Period 6th Cycle
Current Year
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 0
Deed
Restricted 0
Non-Deed
Restricted 6
0 6
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 1 0 0
2 to 4 units per structure 0 0 0
5+ units per structure 0 0 0
Accessory Dwelling Unit 1 6 1
Mobile/Manufactured Home 0 0 0
Total 2 6 1
Infill Housing Developments and Infill Units Permitted # of Projects Units 6 6
0 0
5 681
0 0
0 0
Income Rental Ownership Total
Acutely Low 0 0 0
Extremely Low 0 0 0
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SMAP 0 0
Ministerial and Discretionary Applications # of Units
Ministerial 2 2
Discretionary 3 679
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 0 0
Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of Streamlined Ministerial Approval Process or SMAP (formerly SB 35 / 423) - Applications Number of SMAP Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level
Programs Implemented
Sites Rezoned to Accommodate the RHNA
(Jan. 1 - Dec. 31)
10/15/2021 - 10/15/2029
Units Constructed - SMAP (formerly SB 35 / 423) - Permits Number of SMAP Applications Approved
Very Low
Low
Moderate
Acutely Low
Extremely Low

CITY OF CALIMESA

GENERAL PLAN ANNUAL

PROGRESS REPORT
January 2025 – December 2025
City of Calimesa
908 Park Avenue
Calimesa, California 92320
Phone: (909) 795-9801
Fax: (909) 795-4399
Website: http://www.calimesa.gov

City of Calimesa
2025 General Plan Annual Report

TABLE OF CONTENTS
Page
I. INTRODUCTION........................................................................................1 II. MEASURES ASSOCIATED WITH IMPLEMENTATION ...........................2 III. HOUSING ELEMENT REPORTING REQUIREMENTS ............................6 Governmental Constraints..........................................................................6 Housing Constructed in Year 2025 ............................................................6 Policy and Program Implementation ..........................................................7 IV. COMPLIANCE WITH OPR GUIDELINES ...............................................10 V. DATE OF LAST COMPREHENSIVE GENERAL PLAN UPDATE..........11 VI. PRIORITIES FOR LAND USE DECISIONS ............................................11 VII. PLAN PROPOSALS THAT NEED TO BE UPDATED ............................11 VIII. RECENT GENERAL PLAN CHANGES ..................................................11 IX. YEAR 2025 PLANNING ACTIVITIES UNDERTAKEN............................11 Planning Activities Initiated.......................................................................11 General Plan Amendments ......................................................................12 Major Development Applications Processed............................................12 Ordinance Amendments ..........................................................................13 TABLES
Table A2 of Housing Units Constructed .....................................................9

ATTACHMENTS
Appendix A............................................................................................. A-1

2025 GENERAL PLAN ANNUAL PROGRESS REPORT
I. INTRODUCTION
Government Code Section 65400 mandates the preparation of an annual report for submittal to the Calimesa City Council, the Governor's Office of Planning and Research, and the Department of Housing and Community Development on both the status of the General Plan and the progress in implementing its various policies and programs. Although this is only one of the few annual reports prepared by the City, a number of actions have been undertaken with this report from January 1, 2025 to December 31, 2025. State law requires that this report be presented to the local and state agencies prior to April 1, 2026.

City of Calimesa
2025 General Plan Annual Report
II. MEASURES ASSOCIATED WITH IMPLEMENTATION
During the 2025 calendar year, the City of Calimesa adopted a number of actions related to General Plan policies and programs. These items are listed below.

City of Calimesa
2025 General Plan Annual Report
General Plan Goals, Policies, and
Implementation Measures
Actions Undertaken
Ordinance No. 410 – Updated
Calimesa Municipal Code Chapter 9.05
the Mobile Rent Stabilization -In
support of GOAL LU-2, GOAL LU-3,
GOAL LU-4, POLICY LU-15,
POLICY LU-18, POLICY LU-19, and
POLICY LU-23.

The City approved an Amendment to
the rent stabilization ordinance to
update the implementation of a
hearing officer process.

Ordinance No. 411 – An Ordinance
designating Fire Hazard Severity Zones
within the City - In support of GOAL LU1, GOAL LU-2, GOAL LU-3, and GOAL H-3.

The City updated its Fire Hazard
Severity Zone Map as
recommended by the Department of
Forestry and Fire Protection.

Ordinance No. 415 & 416– Adopting by
reference Title 24 of the California
Code of Regulations (2025 California
Building Code ) - In support of GOAL
SAF-1, GOAL SAF-2, POLICY SAF-2,
and POLICY SAF-3.

The City adopted the 2025 Edition of
the California Building Code
including the residential code,
electrical, plumbing, energy code,
historic building code, existing
building code, greed building
standards code, uniform code for
abatement of dangerous buildings,
the international property
maintenance code, and the uniform
code for solar energy installations.

Ordinance No. 418 –An ordinance
establishes an additional alternative to
the Inclusionary Housing Ordinance- In
support of GOAL RM-1,GOAL RM-2,
GOAL RM-3, GOAL, RM-4, and
POLICY RM-15.

The City approved an alternative
means of compliance with the
Calimesa Inclusionary housing
Ordinance by establishing an in-lieu
fee.

City of Calimesa
2025 General Plan Annual Report
Ordinance No. 419- Amending Various
Sections of the Subdivision Ordinance
and Title 18 - In support of GOAL LU-1,
GOAL LU-2, GOAL LU-3, and GOAL H3.

The City updated its local
subdivision ordinance and zoning
code regulations regarding
accessory dwelling units, urban lot
splits, junior accessory dwelling
units, and units built in accordance
with SB 9.

CC Resolution No. 2025-01 –
Amended the Western Riverside
County Transportation Mitigation Fee
Program - In support of GOAL RM-1,
GOAL RM-2, GOAL RM-3, GOAL
RM-4, POLICY RM-12, and POLICY
RM-15.

The City updated its local
development mitigation fee for
funding of the Transportation
Uniform Mitigation Fee (“TUMF”).

The ongoing success of the TUMF
program supports the City’s local
and regional transportation goals.

CC Resolution 2025-21 - (MSHCP Fee
update) – In support of GOAL RM-1,
GOAL RM-2, GOAL RM-3, GOAL RM4, POLICY RM-12, and POLICY RM15.

The City updated its local
development mitigation fee for
funding and preservation of natural
ecosystems in accordance with the
Western Riverside County Multiple
Species Habitat Conservation Plan
(“MSHCP”). The ongoing success of
the MSHCP program supports the
City’s local and regional
conservation goals.

CC Resolution No. 2025-26 – Adopting
an Amended and Restated Master Fee
Schedule for Municipal Service Fees –
In Support of GOAL RM-1, GOAL RM2, GOAL RM-3, GOAL RM-4, POLICY RM-12, and POLICY RM-15.

The City approved a CPI increase to
Master fee Schedule to verify that
the costs associated with the
municipal review processes are
consistent with the services
rendered.

CC Resolution No. 2025-34-
Acceptance of an Emergency
Management Performance Grant – In
support of GOAL SAF-1, GOAL SAF-2,
GOAL IPS-7, POLICY IPS-12.

The City accepted an Emergency
Management Performance Grant
Program Award to implement a
system of emergency preparedness.

CC Resolution No. 2025-41 –
Approving Summerwind Ranch Specific
Plan Amendment 4 In support of GOAL
LU-2, GOAL LU-3, GOAL LU-4,
POLICY LU-15, POLICY LU-18,
POLICY LU-19, and POLICY LU-23.

The City adopted the fourth
addendum to the Summerwind
Ranch Four Specific Plan in
accordance with the referenced
General Plan Goals and Policies.

Amendment.

City of Calimesa
2025 General Plan Annual Report
CC Resolution No. 2025-46- Approving
an Agreement between the City and
CAL Fire for Protection of Wildlands
within Local Agency Responsibility
Area – In support of POLICY IPS-11,
POLICY IPS-12, POLICY IPS-13,
GOAL SAF-1, and POLICY SAF-8.

The City entered into a cooperative
agreement with CAL Fire to ensure
that the approximately 3,212 acres
of land within the City’s Local
Responsibility Area (LRA) receives
adequate fire protection.

CC Resolution No. 2025-53–
Approving Final Parcel Map 37204 for
the Oak Valley Town Center – In
support of GOAL LU-2, GOAL LU-3,
GOAL LU-4, POLICY LU-15, POLICY
LU-18, POLICY LU-19, and POLICY
LU-23.

The City approved the tentative and
final subdivision for Tentative Tract
Map 37204 for the Heritage Oaks
Project.

City of Calimesa
2025 General Plan Annual Report
III. HOUSING ELEMENT REPORTING REQUIREMENTS
Government Constraints
The California Department of Housing and Community Development (HCD) has prepared draft procedures identifying the annual reporting information that jurisdictions are to provide the State. Part of this information includes the listing of efforts to remove governmental constraints to the maintenance, improvement, and development of housing. In response to this, the following governmental constraints are listed in the City of Calimesa Housing Element, adopted August 2014:
• Permits and Procedures: The Housing Element of the General Plan states that City permits and procedures generally do not constrain housing development, and the City completed Zoning Code updated in December 2013 to bring Calimesa into compliance with state law relating to reasonable accommodations for persons with disabilities, emergency shelters, and transitional and supportive housing.

During the last year, the City has undertaken the following measures:
 The City closely monitors state law to ensure that local permits/procedures are compliant with State housing law. In addition, the City adopted ordinance 419 to implement various program actions in the adopted Housing Element and to comply with updates to State Housing Laws.

Housing Constructed in Year 2025
A total of four (6) residential building permits were issued during the 2025 calendar year. All of the (6) permits were for Accessory Dwelling Units.

These residential units are expected to serve moderate income households.

All four (6) units are described in Table A2, which is specifically referenced within the draft HCD reporting requirements. No direct governmental funding or unique procedures (such as income related deed restrictions) were employed in the processing or issuance of these permits and, as such, are considered market rate dwellings.

Policy and Program Implementation
State HCD has also requested an identification of the progress in

City of Calimesa
2025 General Plan Annual Report
implementing policies and programs. The Housing Element is an integral part of and consistent with the overall General Plan policies and programs contained within each mandated element. As such, a number of policies and programs in the Housing Element reflect a similar intention in other elements of the Plan. In addition, a number of the Housing Element Implementation Programs are continuous in nature, including such programs as follows:
• Access for the Disabled
• Citizen Participation Program
• Code Enforcement
• Energy Conservation
• Land Use Regulations
• Mobile Home Parks
• Accessory Dwelling Unit Ordinance
The programs and policies specifically addressed by the City during the 2025 calendar year include the following:
• Program Action H-1.4: Reasonable Accommodation.
• Program Action H-2.8: Emergency, Transitional and Supportive Housing.
• Program Action H-2.11: Supportive Housing and Low Barrier Navigation Centers
• Program Action H-3.13: SB 35 Streamlining Provisions. • Program Action H-3.14: Farmworker and Agricultural Worker Housing.
• Program Action H-3.19: Residential Care Facilities.
• Program Action H-4.4: Density Bonus
• Program Action H-3.5: Accessory Dwelling Units
• Program Action H-3.15: Small Lots
• Program Action H-3.17: Replacement Housing
• Program Action H-4.2: Density Bonus
• The City recently adopted Ordinance 419 to implement these program actions and meet current State Housing laws. A list of the current Housing Element policies and programs is contained in Appendix A.

City of Calimesa
2025 General Plan Annual Report

Table A2
Annual Building Permit Activity Report Summary for All Income Levels
Single
Family
Accessory
Dwelling
Units
Junior
Accessory
Dwelling
Units
2-4
Units
5+
Units Mobile
Homes Total
No. of Units Permitted for
Very Low - - - - - - 0
No. of Units Permitted for Low - - - - - - 0
No. of Units Permitted for
Moderate 6 - - - 6
No. of Units Permitted
For Above Moderate - - - - - - -
Grand Total 0 6 0 0 0 6
Tracking the number and types of housing constructed is necessary to ensure the City achieves the goals stipulated in the Regional Housing Allocation Plan. This Plan was developed by the Southern California Association of Governments (SCAG) to allocate the region's share of the statewide housing need based upon population forecasts by the California Department of Finance. According to State HCD, the number of dwellings to be provided by the City of Calimesa for the years 2021 - 2029 is 2,017 dwellings, in the following categories:
• Very Low Income: 495
• Low Income: 275
• Moderate Income: 379
• Above Moderate Income: 868
IV. COMPLIANCE WITH OPR GUIDELINES
The current General Plan was adopted in 2014 and is current to reflect changes occurring within the region which allows us to better respond to community needs. The City adopted the 2021-2029 Housing Element for the 6th Cycle of the Regional Housing Needs Assessment on August 19, 2024 by CC Resolution No. 2024-51.

City of Calimesa
2025 General Plan Annual Report
V. DATE OF LAST COMPREHENSIVE GENERAL PLAN UPDATE
The City of Calimesa incorporated on December 1, 1990. The previous General Plan was adopted, April 4, 1994. The current General Plan was adopted on August 4, 2014. No new elements or major revisions to the Plan were subsequently adopted, except City’s 6th Cycle Housing Element for the 2021-2029, which was adopted on August 2024 and received certification by the California Department of Housing and Community Development. The General Plan Amendments related to individual development applications are listed in Section VIII below.

VI. PRIORITIES FOR LAND USE DECISIONS
The City of Calimesa enforces local Ordinance No. 316, which pertains to Mobile Home Rent Stabilization. The ordinance created a Mobile Home Rent Stabilization board, established the board’s powers and duties, identified a provision for vacancy control, and amended language related to the permitted annual rent increase, among other provisions. The purpose of the ordinance is to ensure that residents of mobile home parks live in conditions which assure their health, safety, general welfare, and a decent living environment.

In addition, during calendar year 2025, the City has continued to work with the property owners of the Summerwind Ranch Specific Plan and Mesa Verde Specific Plan to ensure that forthcoming development meets the City’s inclusionary/affordable housing requirements.

VII. PLAN PROPOSALS THAT NEED TO BE UPDATED
As noted in Section IX, Planning Activities Undertaken, staff has begun an analysis of the General Plan text to update existing information and address current issues.

VIII. RECENT GENERAL PLAN CHANGES
• General Plan Amendment 23-02 – for the Summerwind Trails Phases 2 -5 project was approved by City Council on July 21, 2025 for a Specific Plan Amendment.

IX. YEAR 2025 PLANNING ACTIVITIES UNDERTAKEN
Planning Activities Initiated
• Planning staff has continued an analysis of the adopted general plan to identify outdated information and to address current issues.

City of Calimesa
2025 General Plan Annual Report
• Zone Text Amendment 21-05- Food Trucks – Staff has continued processing a zone text amendment to establish appropriate development standards, distance requirements, parking minimums, and sanitation requirements associated with operation of food trucks within the City.
• Zone Text Amendment 22-06 – Sea Cargo Containers - Staff has continued processing a zone text amendment to establish development standards for the use of sea cargo containers as an accessory structure.
• Zone Text Amendment 25-02 – City council approved an alternative means of compliance with the Calimesa Inclusionary housing Ordinance by establishing an in-lieu fee.

General Plan Amendments
• General Plan Amendment 22-04 for a proposed annexation has been approved by the City and is continuing through the approval process through the Local Agency Formation Commission.
• General Plan Amendment 23-01 for the Mesa Verde Specific Plan is in process but has not been approved at this time.
• General Plan Amendment 24-01 for an Industrial Zone Change within the City is in process but has not been approved at this time. • General Plan Amendment 25-01 for a Residential Zone Change within the City is in process but has not been approved at this time.

Major Development Applications Processed
The planning department processed the following major development applications in calendar year 2025:
• Development Plan Review 25-01, Conditional Use Permits 25-01, ZTA 25-0, TPM 25-1 – Approval to construct and operate a car wash. • Development Plan Review 25-04 - Approval to construct and operate a car wash .

Ordinance Amendments
The City Council adopted several ordinance amendments that included the following:
• Ordinance Nos. 410, 411, 415, 416, 418 and 419 as described in Section II above.

City of Calimesa
2025 General Plan Annual Report

APPENDIX A

HOUSING ELEMENT GOALS AND

POLICIES

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Name of
Program
Objective Timeframe in H.E Status of Program Implementation Program
Action H-1.1:

Energy
Conservation
in Existing and
New Housing
Development
The City will continue to
enforce the energy
conservation requirements of
the California Building
Standards of the International
Building Code and Title 24 of
the California Administrative
Code. The City will also
continue enforcement of the
California Green Building
Standards, which became
effective on January 1, 2011.

Energy conservation features
shall be incorporated into all
housing units constructed
between 2021 and 2029. Aside
from energy conservation
through the design and
construction of new
residences, the City will
encourage energy
conservation through the
retrofit of existing homes by
continuing to allow energy
efficiency improvements as an
eligible activity under its
Housing Rehabilitation
Program initiated in 2005. On a
more comprehensive scale, the
City will continue to address
energy conservation and
sustainability through its land
use planning for the
community. Two measures of
particular relevance are the
continued adherence to the
Ongoing, Annual
Review of
Progress and
Performance
Ongoing. The City recently adopted the 2025 California Building Code, including the California Green Building Standards. All new development is required to meet the applicable standards.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Calimesa Vision, which is the
framework that guides the
community’s future growth and
development and is discussed
under the Opportunities for
Energy Conservation section of
the Housing Element
Background Report, and in the
Downtown Village Commercial
zone, which allows residential
use in a mixed-use
configuration and at densities
of up to 30 dwelling units per
acre.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-1.2:

Non-Profit
Entity
Participation in
Affordable
Housing
The City will seek out and
encourage nonprofit
organizations to sponsor
affordable housing projects in
the city. This may include
agencies assisting lowerincome households, senior
citizens, disabled persons,
developmentally disabled
persons, and other persons
with special housing needs.

The City will direct interested
agencies/sponsors to potential
sites and collaborate with them
on applications for state and
federal funding. In addition to
submitting its own applications
for funding to HCD, the City will
also support nonprofit housing
developers in applying to HCD
for the Community-Based
Housing Development
Organization (CHDO) set aside
of HOME funds, which is 20
percent of the annual statewide
allocation of HOME funds. In
providing such support, the
City will give priority to
nonprofit developers pursuing
projects that include extremely
low-income units.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing. The City frequently participates in discussions with local affordable housing developers to direct them towards potential sites.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-1.3:

Accessibility to
Persons with
Disabilities
The City will continue to
require that new housing
development comply with state
and federal standards for
access for persons with
physical and developmental
disabilities and enforce the
provisions of the Americans
with Disabilities Act (ADA).

This program will lead to the
provision of access for persons
with disabilities, to dwelling
units constructed during the
planning period. The City will
continue to allow accessibility
improvements for homes
occupied by disabled persons
as an eligible activity under its
Housing Rehabilitation
Program. The City will continue
to offer such assistance as
funds permit.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing. The City regularly enforces the provisions of the American with Disabilities Act (ADA).

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-1.4:

Reasonable
Accommodatio
n
In compliance with applicable
federal and state laws, the City
continues to implement its
reasonable accommodation
ordinance. This ordinance
provides persons with
disabilities with a procedure to
request reasonable
accommodation to housing
under the Federal Fair Housing
Act and the California Fair
Employment and Housing Act
in the application of the City’s
zoning requirements and other
land use regulations, policies,
and procedures. To ensure
reasonable accommodation
procedures are consistent with
state law, the City will review
the conditions of approval for
reasonable accommodation
and revise them where
appropriate to ensure
compliance with fair housing
laws. The City will also review
the conditions of approval to
remove subjective decisionmaking criteria.

Within 1 Year of
the Adoption of
the Housing
Element
Ongoing. The City recently adopted Ordinance 419 updating CMC 18.15.160 Reasonable Accommodations procedures to
clarify and standardize the process by which individuals with disabilities may request reasonable accommodation from zoning and development standards to be Complaint with State Law and ensure compliance with fair housing laws.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
Pursuant to AB 686, Chapter
958, Statutes 2018, the City
will affirmatively further fair
housing by taking meaningful
actions in addition to resisting
discrimination, that overcomes
patterns of segregation and
fosters inclusive communities
free from barriers that restrict
access to opportunity based on
Varies. See Table
4-1: Fair Housing
Actions below.

See below.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
protected classes, as defined
by State law. See Table 4-1:

Fair Housing Actions below.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Fair Housing
Enforcement and Outreach.

Coordinate with stakeholder
groups, representatives, nongovernmental organizations, and non-profits to further
understand existing or potential
fair housing issues.

Minimum of one
meeting annually
throughout the
Planning Period.

Will complete within prescribed timeframe.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disparities in Access
to Opportunity. Research and
consider new General Plan
programs with the goal of
increasing transportation
options and improving access
to sustainable transportation
methods by FY 23/24.

Report findings on
potential
programs for the
City to consider.

Adopt a minimum
of one program
addressing
sustainable
transportation
over the Planning
Period.

Will complete within prescribed timeframe.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disproportionate
Housing Needs. 1. Annually
host one meeting with the
development community
throughout the Planning Period
to promote candidate housing
sites and available incentives
Minimum of one
meeting annually
throughout the
Planning Period.

Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
and funding opportunities for
the development of multifamily
and affordable housing
projects.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disproportionate
Housing Needs. 2. Encourage
the development of four or
more units in a building.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing. The City actively encourages development of this nature within the appropriate zoning designations.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Availability of
Affordable Housing. 1.

Landlord outreach to expand
the location of participating
voucher properties.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Availability of
Affordable Housing. 2.

Encourage collaboration
between local governments
and community land trusts as a
mechanism to develop
affordable housing.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disproportionate
Housing Needs/Availability of
Affordable Housing. 1. Identify
and promote funding/financing
opportunities and regulatory
methods that assist
homeowners and renters in
overcoming the high cost of
housing. Assist 20 households
Ongoing, Annual
Review of
Progress and
Performance
Ongoing.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
throughout the Planning
Period.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disproportionate
Housing Needs/Availability of
Affordable Housing. 2. Zoning,
permit streamlining, fees,
incentives, and other
approaches to increase
housing choices and
affordability (eg duplexes,
triplexes, multifamily, ADUS,
transitional and supportive
housing, group homes). Report
findings on potential measures
for the City to consider. Adopt
and implement the Residential
Infill Priority Area Overlay Zone
("RIPAOZ."
Ongoing, Annual
Review of
Progress and
Performance
Complete. The City Council adopted the Residential Infill Priority Area Overlay Zone (“overlay zone”) on 10.2.2023. The overlay zone is expected to implement permit streamlining and increase housing choice and affordability.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Availability of
Affordable Housing. Target
housing creation or mixed
income strategies (e.g.,
funding, incentives, policies
and programs, density
bonuses, land banks, housing
trust funds). Report findings on
potential measures for the City
to consider. Minimum of one
meeting annually. Apply for
funding annually.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Availability of Housing
Outreach. Target outreach for
lower income residents to
provide information about
affordable housing
opportunities and access to
fuding and finances. The City
will partner with local
organizations, NGO's, and
Riverside County Authority and
the Fair Housing Foundation.

Annually host one meeting
throughout the Planning
Period.

Minimum of one
meeting annually
and provide
summary of
meeting and
affordable
housing fact
sheet(s) on the
City’s website.

Will complete within prescribed timeframe.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disparities in Access
to Opportunity. 1. Target
investment in areas of most
need focused on improving
community assets such as
schools, recreational facilities
and programs, social service
programs, parks, streets,
active transportation and
infrastructure. Identify projects
and programs seeking to
improve community assets in
target areas by FY 23/24, as
well as specific funding
sources and amounts to
allocate. Approve a minimum
of one project improving
community assets.

Ongoing, Annual
Review of
Progress and
Performance
(goal of one
project within
Planning Period)
Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disparities in Access
to Opportunity. 2. Dedicate or
seek funding to prioritize basic
transportation improvements
(e.g. transit availability, active
transportation facilities).

Identify funding opportunities
seeking to improve
transportation access by FY
23/24.

Ongoing, Annual
Review of
Progress and
Performance
(Apply for funding
annually)
Will complete within prescribed timeframe.

Program
Action H-2.1:

Affirmatively
Furthering Fair
Housing
continued
Table 4-1: Fair Housing
Actions. Disparities in Access
to Opportunity. 3.

Intergovernmental coordination
on areas of high need (eg
coordination with transit
agencies on access to
transportation, bus routes, and
schedules. Annually host one
meeting throughout the
Planning Period. Outreach to
agencies to identify solutions
on improving access to
transportation.

Ongoing, Annual
Review of
Progress and
Performance
(host minimum of
one meeting
within Planning
Period)
Will complete within prescribed timeframe.

Program
Action H-2.2:

Section 8
Tenant Based
Rental
Assistance.

The City will continue to
provide residents with
information regarding the
availability of the Section 8
Housing Choice Voucher
Program that is administered
by the Riverside County
Housing Authority. This
program can directly benefit
overpaying households in the
City by providing rental
assistance payments.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.3:

Housing
Rehabilitation
Program
Since 2005, the City has
operated a Housing
Rehabilitation Program using a
combination of CDBG and
HOME funds. This program,
codified in Chapter 9.05 of the
Municipal Code, provides
financial assistance in the form
of loans and/or grants for the
rehabilitation of single-family
homes that are occupied by
lower- income homeowners. In
addition to basic structural,
plumbing, and electrical
repairs, energy efficiency and
accessibility improvements are
eligible for financing through
the program. The City has
received HOME grants and will
use those funds to continue the
single-family rehabilitation
program as funding permits.

The City will also explore the
possibility of offering
rehabilitation assistance for
rental units and will continue to
apply for grant funding
annually for the continued
operation of the program in
response to Notices of Funding
Availability issued by HCD.

Ongoing, Annual
Review of
Progress and
Performance
Ongoing.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.4:

Mobile Home
Park
Preservation
Program
Since 2005, the City has
operated a Housing
Rehabilitation Program using a
combination of Eight mobile
home parks in Calimesa are
subject to rent control under
the City’s Mobile Home Rent
Stabilization Ordinance. The
City will continue to implement
the ordinance and maintain the
established Mobile Home Rent
Stabilization Board to preserve
these developments as
affordable housing alternatives
in the city and address the rent
control problems and
grievances of mobile
homeowners and tenants.

Ongoing, Annual
Review of
Program
Effectiveness
Ongoing.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.5:

Proactive
Code
Enforcement
The City will continue proactive
code enforcement of nuisances
such as inoperable vehicles,
unsightly condition of property,
substandard units, and illegal
garage conversions through
the enforcement of its
Administrative Citation
Ordinance adopted in 2008. It
will identify substandard
dwelling units and encourage
rehabilitation through the
provision of technical support
and incentives, such as
streamlined permit processing,
variances to development
standards on a case-by-case
basis (when legally justified),
and waiver of fees or fines if
rehabilitation is undertaken
within short order, etc. Also,
the City will actively work
toward the rehabilitation of
structures that do not meet
current code requirements by
more closely coordinating code
enforcement and housing
rehabilitation program activities
as a means of enabling
households who could not
otherwise afford to do so to
correct code violations. The
City aims to assist 80 housing
units in need of rehabilitation
throughout the Planning
Period.

Ongoing, Annual
Assessment of
Program
Effectiveness
Ongoing. The Code Enforcement Department continues to
enforce the City's Municipal Code, Zoning Code, and
Administrative Citation Ordinance.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.6:

Relocation
Assistance
The City will provide relocation
assistance to all persons
displaced by publicly assisted
projects, including
rehabilitation and code
enforcement projects that lead
to the displacement of
households as funding
resources permit.

Ongoing, Annual
Review of
Assistance to
Displaced
Persons
Ongoing.

Program
Action H-2.7:

Fair Housing
Council
The City will continue to rely on
the Fair Housing Council of
Riverside County to resolve
resident complaints and
tenant/landlord disputes. The
City will inform the public of the
availability of this service
through the City newsletter and
informational brochures/flyers
that are placed at the front
counters in City Hall and the
Senior Center, and City
employees will be instructed to
refer relevant questions or
complaints to the Fair Housing
Council.

Ongoing, Annual
Review and
Coordination with
Fair Housing
Council
Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.8:

Emergency,
Transitional
and Supportive
Housing
To comply with State law, the
City of Calimesa will amend
certain sections of its Municipal
Code to address the following
requirements:
*Supportive Housing
Streamlined Approvals (AB
2162) - To comply with AB
2162 (Chapter 753, Statues
2018), the City of Calimesa will
amend its Municipal Code to
permit supportive housing as a
use permitted by right in all
zones where multiple family
and mixed-use development is
permitted.
* Emergency and Transitional
Housing Act of 2019 (AB 139)
– The City will update its
Municipal Code to comply with
the requirements of Gov Code
65583 to address permit
requirements, objective
standards, analysis of annual
and season needs, and
parking and other applicable
standards and provisions.
*Amend the City of Calimesa
Municipal Code to comply with
the definitions for “Supportive
Housing,” Supportive
Services,” “Target Population”
consistent with applicable
sections of the California
Government Code.
* Amend the Calimesa
Municipal Code to ensure
Emergency Shelters,
Transitional and Supportive
Within 1 year of
adoption of the
Housing Element
The City recently adopted Ordinance 419 updating Municipal Code to comply with AB 2339(Emergency Shelters), AB 139 (Emergency and Transitional Housing), and AB 2162 (Supportive Housing) which removes or limits discretionary review for qualifying housing types and prohibits spacing requirements or special use restrictions that are more burdensome than those applied to other residential uses.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Housing are permitted in
appropriate zones, consistent
with State law.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.9:

Dissemination
of Housing
Support and
Referral
Services
The City will continue to use
the City newsletter and
brochures to advertise or
inform residents of services
and programs that are made
available, including housing
regulations, rehabilitation
programs, nearby service
agencies, crisis hotlines,
energy conservation,
availability of lower- and
moderate- income housing
units, and other such services.

The City’s Senior Center
currently provides many of the
information and referral
services needed by residents.

The City will maintain a list of
available service and referral
agencies that serve lowincome households, disabled,
elderly, homeless, and other
special needs groups. It will
make the list available at City
Hall, the Senior Center, the
library, and other public places
for easy access to interested
persons.

Ongoing, Annual
Update of Service
and Referral
Agencies
Ongoing. Referral materials are available at City Hall, the Senior Center, and Library.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.10:

Community
and
Stakeholder
Engagement
The City will continue to
encourage community
participation in all City
programming. The City will
continue to encourage
residents to attend City Council
and Planning Commission
meetings through publicity
practices including posting
information on scheduled
public hearings at City Hall, the
Senior Center, and the library
prior to hearing dates, and
advertising in the local
newspaper and City
newsletter. The City will
continue to publish a City
newsletter and community
flyers to inform residents of
ongoing activities and
programs, including updates to
the Housing Chapter.

Continued publicity will allow
the City to receive more input
regarding programs and better
tailor them to meet the needs
of residents. Public hearings
will be held prior to adoption of
this updated element.

Ongoing, Annual
Assessment of
Program
Effectiveness
Ongoing. The City livestreams all City Council and Planning Commission meetings in an effort to provide information to the widest possible audience.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-2.11:

Supportive
Housing and
Low Barrier
Navigation
Centers
State law has been updated to
require approval 'by right' of
supportive housing with up to
50 units and low barrier
navigation centers that meet
the requirements of State law.

Low barrier navigation centers
are generally defined as
service-enriched shelters
focused on the transition of
persons into permanent
housing. Low barrier navigation
centers provide temporary
living facilities for persons
experiencing homelessness to
income, public benefits, health
services, shelter, and housing.

To comply with State law, The
City of Calimesa will adopt
policies, procedures, and
regulations for processing this
type of use to establish a nondiscretionary local permit approval process that must be
provided to accommodate
supportive housing and lower
barrier navigation centers per
State law. In the interim, any
submitted application for this
use type will be processed in
accordance with State law. The
City will provide for annual
monitoring of the effectiveness
and appropriateness of existing
adopted policies. Should any
amendments be warranted to
existing policies pursuant to
State law, the City will modify
Within 1 year of
adoption of the
Housing Element
The City recently adopted Ordinance 419 to comply with AB 2162 which updates definitions and use regulations to allow low barrier navigation centers in appropriate zoning districts consistent with State mandates.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
its existing policies, as
appropriate.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Action H-2.12:

Housing for
Persons with
Developmental
Disabilities
The housing needs of persons
with developmental disabilities
are typically not fully
addressed by local zoning
regulations. Persons with
disabilities may require, in
addition to basic affordability,
slight modifications to existing
units, and in some instances, a
varying range of supportive
housing facilities. To
accommodate residents with
developmental disabilities, the
City will review and prioritize
housing construction and
rehabilitation including
supportive services targeted
for persons with developmental
disabilities. Calimesa will also
explore the granting of
regulatory incentives, such as
expedited permit processing,
and fee waivers and deferrals,
to projects targeted for persons
with developmental disabilities.

To further facilitate the
development of units to
accommodate persons with
developmental disabilities, the
City will encourage
development of projects
targeted for special needs
groups. As housing is
developed or identified,
Calimesa will collaborate with
the Inland Regional Center
(IRC) to implement an
outreach program informing
families within the City of
Within 2 years of
adoption of the
Housing Element
Ongoing. The City recently adopted the 2021-2029 Housing Element Update and is working diligently on Implementation and amending the City of Calimesa Municipal Code to accommodate residents with developmental disabilities.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
housing and services available
for persons with developmental
disabilities. The City will
provide information at City Hall
and on the City’s website.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.1:

Establish a
Rezone
Program for
Unaccommoda
ted RHNA
Need for the
2021-2029
Planning
Period.

Appendix B of the Housing
Element identified sites
available to accommodate
future housing needs. To fully
demonstrate compliance with
State law, Calimesa will
institute a rezone program to
accommodate the City’s
remaining 2021-2029 RHNA
growth need. The City will
establish a Residential Infill
Opportunity Overlay Zone to
accommodate housing units,
by income category, that are
not currently accounted for in
existing zoning capacity.

Within 2 years of
Housing Element
adoption.

Complete. The City Council adopted the Residential Infill Priority Area Overlay Zone on 10.2.2023
Program
Action H-3.2:

Use of 5th
Cycle Housing
Sites
The City has identified a
number of sites in the sites
inventory contained in
Appendix B containing infill
sites that were identified in the
5th Cycle Housing Element to
accommodate the Very Low
and Low-income categories.

To comply with State law, the
City will amend the Calimesa
Municipal Code to permit
residential uses by-right for
housing development projects
in which at least 20-percent of
the units are affordable to
lower-income households. For
the purpose of implementation
of this program, by-right shall
mean the City will not require a
discretionary permit
application, such as a
Conditional Use Permit or
Within 2 years of
adoption of the
Housing Element
Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Planned Unit Development
Permit, that would constitute a
“project” as described in
Section 21100 of the Public
Resources Code.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.3:

Provision of
Infrastructure
for Housing
Sites
The City will continue to
collaborate with Riverside
County on the provision of
adequate infrastructure and
public services. The City will
coordinate County and City
capital improvement projects,
including setting priorities for
infrastructure and public facility
projects through the City's
Capital Improvement Program.

The City will coordinate with
state and regional agencies
and area planning districts
(e.g., Southern California
Association of Governments,
Western Riverside Council of
Governments, and Regional
Conservation Authority) to
address planning and
environmental issues. The City
will continue to attend monthly
Joint Issue Meetings with these
agencies at which issues of
area-wide concern or
importance are discussed.

Ongoing, Annual
Review of CIP
Program and
Coordination with
Agencies
Ongoing. The Community Development Department and City
Engineer's Office regularly participate in coordination efforts with the various purveyors.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.4:

Inclusionary
Housing
Ordinance
The City has an adopted
Inclusion Housing Ordinance
contained in Chapter 18.130 of
the Calimesa Municipal Code.

The Ordinance applies new
for-sale, single-family
residential development on a
citywide basis. The ordinance
applies to developments
containing 20 or more units
and requires that 5 percent of
the proposed dwelling units be
affordable to low-income
households The Inclusionary
Ordinance is intended to
provided homeownership
opportunities to lower income
households.

Ongoing, Annual
Assessment of
Program
Effectiveness
The City recently adopted Ordinance 418 establishing an in-lieu fee payment which will allow an additional alternative and allow an applicant to pay a fee in lieu of building the inclusionary unit.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.5:

Accessory
Dwelling Units
The City will encourage the
development of accessory
dwelling units in compliance
with Government Code
65583(c)(7) and create a plan
by FY 23/24 that incentivizes
and promotes the development
of ADUs that can be offered at
affordable rents for very-low to
moderate-income households.

The ADU plan may include, but
is not limited to, the following
incentives: *Permit-ready ADU
plans to minimize design costs,
streamline permit processing,
and provide development
certainty.
*Information ADU materials
online and at City Hall guiding
applicants through the
permitting and constrictions
process.
*ADU webpage informing the
community on code,
processes, and incentives.
* Waived permitting fees for
ADUs under certain sizes
and/or deed restricted as
affordable to lower-income
households for a period of 55
years.

The City of Calimesa will
ensure the Municipal Code and
other entitlement procedures
are consistent with AB 3182,
AB 68, AB 881, SB 13, AB
587, AB 670, AB 671, SB 8,
SB 9 and all other applicable
state laws and requirements.

Ongoing, Create
and Implement
ADU Plan within 2
Years, Necessary
Code Updates if
Needed within 3
Years
The City recently adopted Ordinance 419 to comply with SB 1211 and AB 976 and AB 1033 which updates off-street parking space requirements and specifies that any parking demolished in conjunction with the construction of an ADU do not need to be replaced, removes provisions imposing an owner-occupancy requirement on an ADU, and the City developed an ADU guide that promotes the development of ADU’s and guides applicants through the permitting and construction process.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.6:

Accessory
Dwelling Units
Monitoring
Program
The City will annually monitor
its progress in permitting an
average of 2 ADUs annually,
for a total of 16 ADUs during
the planning period, in
conjunction with Annual
Housing Element Progress
Report. The analysis will track
applications for ADUs, location,
affordability, and other
important features. If ADU
permitting falls below
estimated production target for
more than two consecutive
years, the will City re-evaluate
the City's ADU standards and
procedures and modify
accordingly within 6 months.

Within 2 years of
adoption of the
Housing Element,
Annual
Assessment
Ongoing. The City recently adopted Ordinance 419 and
developed an ADU guide that promotes the development of ADU’s and guides applicants through the permitting and
construction process. The City is also diligently working on providing permit ready ADU plans.

Program
Action H-3.7:

Housing Units
in Mixed Use
Zones
The City will encourage
residential development in its
mixed- use zones by allowing
administrative processing of lot
consolidation requests and
providing incentives for the
consolidation of lots, assisting
interested developers with site
identification and entitlement
processing, offering fee
waivers and deferrals for
affordable housing projects,
offering flexibility in the
application of development
standards for mixed-use
projects that include affordable
housing units, and providing
financial assistance for mixeduse affordable housing projects to the extent possible.

Adopt Necessary
Code Amendment
Within 2 years of
adoption of the
Housing Element
Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.8:

Down
Payment
Assistance
The City will create and
implement a down-payment
assistance program for firsttime homebuyers in order to encourage a continued high
rate of homeownership. The
homebuyer assistance
program may be capitalized
using state/federal grants and
could provide silent second
mortgages (in the form of
deferred payment loans) to
assist first-time homebuyers in
making required down
payments.

Evaluate Funding
Sources and
Develop Program
within 3 years of
adoption of the
Housing Element
Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.9:

Monitoring of
Housing Sites
Inventory
The City will periodically
update the housing sites
inventory as identified in
Appendix B of the Housing
Element and work with
property owners and/or local
developers to develop
identified infill properties with
single or multiple-family
housing consistent with their
zoning. The City will direct
developers seeking potential
project sites in Calimesa to
locations currently served by
adequate infrastructure and
assist them in making contact
with the property owners, help
to guide them through the
development review process,
and provide them with the
information needed for
feasibility analyses and due
diligence. The City will also
consider offering incentives to
encourage the utilization of
infill lots, such as an infill
density bonus or a
reduction/waiver of Streets and
Traffic and Drainage Facilities
Impact Fees for infill projects
involving the consolidation and
coordinated development of
multiple lots.

Annual Review Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.10:

Capital
Improvement
Programming
and
Prioritization
The City will continue to work
with responsible agencies and
purveyors of utilities and
infrastructure (such as the
Yucaipa Valley Water District,
South Mesa Water Company,
and Yucaipa Calimesa School
District) in monitoring the
availability and service levels
of public utilities and
infrastructure (roads, water,
sewer, storm drainage, gas,
power, etc.) and services
(police, fire protection, schools,
government services, etc.).

The City will continue to
cumulatively assess the
potential impacts from new
development and require, as
part of the development review
package, that all new
development provide an
assessment to ensure that
adequate infrastructure is
available to serve the
development. Otherwise,
improvements and upgrades
will be undertaken as part of
the development or through
facility fees to be paid prior to
the occupancy of the dwelling
units. The City will prioritize the
need for capital improvements
and increase public service
levels, when necessary. The
City consulted local water and
sewer purveyors during the
preparation of this element and
will send the adopted element
Annual
Assessment of
CIP Program and
Coordination with
Purveyors
Ongoing. The Community Development Department and City
Engineer's Office regularly participate in coordination efforts with the various purveyors.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
to them for their use in
prioritizing service to housing
units affordable to lowerincome households in
accordance with Section
65589.7 of the California
Government Code.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.11:

Subdivision of
Existing Lands
The City will facilitate land
divisions, lot line adjustments,
and Specific Plans to improve
the feasibility of housing
development on large sites and
create appropriately sized
parcels for affordable multifamily residential development.

The City will work with property
owners and developers to
identify opportunities and will
provide technical assistance
and incentives for proposed
development projects that
include affordable housing on
these sites, such as:
*Expediting the approval
process for land divisions;
* Requiring only ministerial
review of lot line adjustments;
* Deferring processing fees for
land division applications; and
* Offering flexibility in the
application of development
standards for affordable
housing projects.

Annual
Assessment and
Coordination with
Property Owners,
as Applicable.

Ongoing. The City currently requires only ministerial review of lot line adjustments and lot mergers. The City provides flexibility for the application of affordable housing projects in accordance with state density bonus law.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.12:

Objective
Design
Standards
State Housing law includes
various exemptions for projects
with an affordable housing
component, which limits the
City’s ability to apply
discretionary design review
requirements to certain
residential projects. State
Housing law specifies having
objective design standards
available to apply to housing
projects where the City’s
discretion over design review is
otherwise preempted per State
law. The City of Calimesa will
review existing entitlement
processes for housing
development and will eliminate
discretionary review for all
housing development
proposals that include a
minimum affordable housing
component. The City will also
review the appropriateness of
its current development
standards to ensure that it
reasonably accommodates the
type and density of housing it
is intended to support. The City
will also amend existing
development standards to
replace or remove all
subjective standards for
projects with a minimum
affordable housing component
with objective standards that
do not impede the type and
density of housing it is
intended to allow.

Within 2 years of
adoption of the
Housing Element
Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.13:

SB 35
Streamlining
Provisions
The City will establish written
procedures to comply with
California Government Code
Section 65913.4 and publish
those procedures for the
public, as appropriate, to
comply with the requirements
of SB 35, Chapter 366 Statues
2017. These requirements
apply at any point in time when
the City does not meet the
State mandated requirements,
based upon the SB 35
Statewide Determination
Summary Report for Housing
Element progress and
reporting on Regional Housing
Needs Assessment (RHNA).,
the City will process
development projects with at
least 50 percent affordable
units through a streamlined
permit process (i.e., 90 days
for projects with up to 150
units). All projects covered by
SB 35 are still subject to the
objective development
standards of the Calimesa
Municipal Code that includes
the Building and Fire Codes.

However, qualifying projects
cannot be subject to
discretionary review or public
hearings; and in many cases
the City cannot require parking.

Reduced parking requirements
would be established
consistent with the
Within 1 year of
adoption of the
Housing Element
The City recently adopted Ordinance 419 and established an SB 35 checklist and form to comply with the requirements of SB 35, Chapter 366 Statues 2017. This action ensures the City
establishes written procedures to comply with California Government Code Section 65913.4.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
requirements of SB 35 for
qualified streamlining projects.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.14:

Farmworker
and
Agricultural
Worker
Housing
The City will amend the
Calimesa Municipal Code to be
in compliance with Health and
Safety Code, 17021.5, 17021.6
and 17021.8. and define
agricultural employee housing
in a manner consistent with
applicable Health and Safety
Code sections. The Municipal
Code will be revised to state
that employee housing for six
or fewer employees will be
treated as a single-family
structure and permitted in the
same manner as other
dwellings of the same type in
the same zone. Additionally,
the Municipal Code will be
updated to state that employee
housing consisting of no more
than 12 units or 36 beds will be
permitted in the same manner
as other agricultural uses in the
same zone.

The City will also amend the
Municipal Code to explicitly
define Farmworker Housing
and establish it as permitted
use in residential or
nonresidential zones,
consistent with State law.

Within 1 year of
adoption of the
Housing Element
The City recently adopted Ordinance 419 to update the municipal code to allow farmworker and agricultural worker housing consistent with Health and Safety Code Sections 17021.5, 17021.6, and 17021.8. These updates remove zoning barriers that previously restricted agricultural employee housing, ensure such housing is treated as a residential use, and clarifies applicability across appropriate zoning districts

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.15:

Small Lots
As part of the candidate sites
analysis, the City has identified
a number of sites which are
smaller than half an acre in
size. In order to promote the
development of affordable
housing units on these sites,
the City will create, adopt, and
promote a Small Lot
Subdivision Ordinance with the
goal of incentivizing the
development of affordable
units and improving the path to
home ownership for first-time
homebuyers. In addition, the
City will facilitate lot
consolidation (Program H-3.7)
as a solution to developing
small sites. Additional
incentives for small lot
consolidations may include, but
are not limited to, deferred fees
for lot consolidation projects,
expedited permit processing,
and/or flexible development
standards such as setback
requirements, reduced parking
or increased heights.

Within 1 year of
adoption of the
Housing Element
The City recently adopted Ordinance 419 to revise Calimesa Municipal Code Chapter 17 which revises subdivision and zoning standards to facilitate development on small lots and implement AB 1397 requirements.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.16:

Large Lots
As part of the candidate sites
analysis, the City has identified
a number of sites which are
larger than ten acres in size. In
order to incentivize the
development of affordable
housing units on these sites,
the City will adopt expedited
permit processing and consider
automatic approval of lot splits
or creation of new parcels. The
City will annually review
funding opportunities to
provide or support financial
assistance with the
development of infrastructure
required to develop large sites.

Within 1 year of
adoption of the
Housing Element
Will complete within prescribed timeframe.

Program
Action H-3.17:

Replacement
Housing
The City may have existing
non-vacant sites included
within the inventory of sites
that may contain vacant or
demolished residential units
that were occupied by lowerincome households or
households subject to
affordability requirements
within the last five years. The
City will adopt a formal
replacement housing program
to ensure the replacement of
any units lost for housing units
shall comply with the same
requirements pursuant to
Government Code section
65915.

Formalize
program
requirements
within 2 years of
adopting the
Housing Element
Ongoing. The City recently adopted the 2021-2029 Housing Element Update and is working diligently on Implementation.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.18:

Pipeline
Project – The
Heights
Specific Plan
The City is currently reviewing
a proposed Specific Plan – The
Heights – which would allow
for mixed-use and high density
housing, including units
affordable to lower income
households. The City will work
with the applicant to ensure
compliance with local codes in
order to facilitate the
development of affordable
units. Should the project be
unsuccessful, the City will
identify new sites to be
rezoned within one year so as
to avoid No Net Loss.

Within 2 years of
adoption of the
Housing Element;
or identify new
rezone sites
within 1 year of
project concluding
Will complete within prescribed timeframe.

Program
Action H-3.19:

Objective
Development
Standards
As part of the governmental
constraints analysis, the City
determined that the municipal
code created a constraint on
the development of community
care facilities for seven or more
persons. The municipal code
currently requires a conditional
use permit to allow community
care facilities for seven or more
persons. The City will review
and make appropriate
amendments to the Calimesa
Municipal Code for the
following: Amend the
municipal code to allow
community care facilities for
seven or more persons without
a conditional use permit in any
residential zone.

Within 18 months
of adoption of the
Housing Element
The City recently adopted Ordinance 419 to update Calimesa Municipal Code to comply with Government Code § 65008 and the Fair Employment and Housing Act (FEHA) to allow for Residential Care Facilities with 7 or more persons as a permitted use and remove spacing, licensing, or operational requirements not applied to comparable housing.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-3.20:

Use of Sites
from Previous
Housing
Element
Cycles
Pursuant to Government Code
Section 65583.2(c), any nonvacant sites identified in the prior Fifth Cycle or vacant sites
identified in two or more
consecutive planning periods,
shall be provided by-right
development when at least
20% of the units in the
proposed development are
affordable to lower-income
households. Table B-10 of
Appendix B identifies vacant
and non-vacant sites that the
City used in previous Housing
Elements to meet the current
RHNA need. To comply with
State law, the City will amend
the Municipal Code to permit
residential uses by-right for
housing development in which
at least 20-percent of the units
are affordable to lower-income
households for sites that:
*Are non-vacant and identified
in the prior planning period;
and
*Vacant sites included in two or
more consecutive planning
periods. Pursuant to the text
on page 12 of HCD’s Housing
Element Site Inventory
Guidebook, “Sites where
zoning already permits
residential “use by right” as set
forth in Government Code
section 65583.2 (i) at the
beginning of the planning
period would be considered to
Within 18 months
of adoption of the
Housing Element
Will complete within prescribed timeframe.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
meet this requirement.” On
such sites, the City would not
require, but would be
encourage the development of
units affordable to lowerincome households.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-4.1:

Senior
Housing
Opportunities
The City will pursue state and
federal funds for the
construction of senior citizen
housing, with priority given to
projects that include units
affordable to extremely lowincome households. This may include funds provided under
Section 202, HOME, and/or
other applicable programs.

Annual Evaluation
of Program
Funding and
Prioritization
Ongoing. The City regularly reviews available grant programs for funding opportunities that may be available.

Program
Action H-4.2:

State and
Federal
Housing
Incentives
City staff will stay informed of
state and federal housing
programs that can provide
financial assistance for the
preservation and development
of affordable housing and
disseminate information on
such programs to residents
and prospective housing
developers/sponsors. The City
has successfully applied for
CDBG and HOME funds
through HCD that have been
used to conduct housingrelated studies and capitalize a local Housing Rehabilitation
Program. Because of its limited
financial resources, the City
will continue to pursue grant
funding from state and federal
agencies for affordable
housing projects/programs in
the city, particularly those that
address the needs of
extremely low-income
households.

Annual Pursuit of
Funding,
Prioritization of
Grant
Applications
Ongoing. The City regularly reviews available grant programs for funding opportunities that may be available.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-4.3:

Senior
Housing
Opportunities
The City will continue to allow
manufactured homes, including
mobile homes, on permanent
foundations in all residential
zones.

Ongoing, Annual
Assessment of
Senior Housing
Opportunities
Ongoing. The Calimesa Municipal Code provides this allowance.

Program
Action H-4.4:

Density Bonus
The City amended its density
bonus ordinance in December
2010 in order to make it fully
compliant with current state
law. The City will continue to
provide incentives and density
bonuses under the density
bonus ordinance for senior and
other projects providing lowerincome housing units. These incentives may include
reduced parking standards,
relief from setback, building
height, open space, density, lot
coverage, and other
development standards,
approval of mixed-use zoning
for a project, expedited review,
and the waiver of processing
fees, among other measures.

Provide
Necessary Code
Updates Within 2
Years of Adoption
of the Housing
Element
The City recently adopted ordinance 419 to update the density bonus eligibility, clarify incentives and development standards, aligns parking requirements with State law, and removes outdated or conflicting local provisions.

Jurisdiction: Calimesa
Reporting Year: 2025 (Jan. 1 – Dec. 31)
Housing Element
Housing Programs Progress Report
Program
Action H-4.5:

Review of
Permit Fees
The City will continue to
periodically review its permit
processing fees to verify that
the costs associated with the
review process are consistent
with the services rendered.

Annual
Assessment of
Permitting Fees,
Updated Fees as
Appropriate,
Establish a Fee
Waiver Program
within 2 Years of
Adoption of the
Housing Element
The City approved a user fee study and adopted CC Resolution 2024-10 to update City’s Master Fee Schedule for permit processing fees.

Program
Action H-4.6:

Zoning,
Development
Standards and
City Fees
Available
Online
Pursuant to Government Code
GC 65940.19(a)(1)(B),
Calimesa will provide all zoning
and development standards,
and fees for each parcel with
its jurisdictional boundaries on
the City’s website pursuant to
government transparency laws.

Within 1 Year of
Adoption of the
Housing Element
Ongoing. The City provides the Calimesa GeoViewer public Geographic Information System at no direct cost to the public.

This software provides zoning designations for all parcels within the City's jurisdictional boundaries. Development standards and fees can also be obtained on the City website.

Please Start Here
General Information
Jurisidiction Name Calimesa Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You
will be prompted to pick an old workbook to import from.

Project and program data will be copied exactly how it
was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d.

Reporting Calendar Year 2025
Contact Information
First Name Selenne
Last Name Sevilla
Title Senior Planner Click here to download APR Instructions Email [email protected]
Phone 9097959801
Mailing Address
Street Address 908 Park Avenue Click here to add rows to a table. If you add too many rows, you may select a cell in the row you wish to
City Calimesa remove and type ctrl + d.

Zipcode 92320
v_03_11_26
Annual Progress Report January 2020

Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the same directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information. The other file will be list of the problematic cells, along with a description of the nature of the error.

Submittal Instructions
Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing.

Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is reopened.

Please save your file as Jurisdictionname2025 (no spaces). Example: the City of San Luis Obispo would save their file as SanLuisObispo2025 Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:

1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD’s database limiting the risk of errors. If you would like to use the online system, email [email protected] and HCD will send you the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].

2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and to OPR at [email protected]. Please send the Excel workbook, not a scanned or PDF copy of the tables.

Optional: This macro identifies dates entered that occurred outside of the reporting year.

RHNA credit is only given for building permits issued during the reporting year.

Link to the online system: https://hcd.my.site.com/hcdconnect Toggles formatting that turns cells green/yellow/red based on data validation rules.

Jurisdiction Calimesa
Reporting Year 2025 (Jan. 1 - Dec. 31)
Housing Element Planning Period 6th Cycle 10/15/2021 - 10/15/2029 Building Permits Issued by Affordability Summary
Income Level Current Year
Acutely Low
Deed
Restricted 0
Non-Deed
Restricted 0
Extremely Low
Deed
Restricted 0
Non-Deed
Restricted 0
Very Low
Deed
Restricted 0
Non-Deed
Restricted 0
Low
Deed
Restricted 0
Non-Deed
Restricted 0
Moderate
Deed
Restricted 0
Non-Deed
Restricted 6
Above Moderate 0
Total Units 6
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 1 0 0
2 to 4 units per structure 0 0 0
5+ units per structure 0 0 0
Accessory Dwelling Unit 1 6 1
Mobile/Manufactured Home 0 0 0
Total 2 6 1
Infill Housing Developments and Infill Units Permitted # of Projects Units Indicated as Infill 6 6
Not Indicated as Infill 0 0
Housing Applications Summary
Total Housing Applications Submitted: 5
Number of Proposed Units in All Applications Received: 681 Total Housing Units Approved: 0
Total Housing Units Disapproved: 0
Use of Streamlined Ministerial Approval Process or SMAP (formerly SB 35 / 423) - Applications Number of SMAP Applications 0
Number of SMAP Applications Approved 0
Units Constructed - SMAP (formerly SB 35 / 423) - Permits Income Rental Ownership Total
Acutely Low 0 0 0
Extremely Low 0 0 0
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SMAP 0 0
Ministerial and Discretionary Applications # of
Applications
Units
Ministerial 2 2
Discretionary 3 679
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count Programs Implemented 0
Sites Rezoned to Accommodate the RHNA 0

Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Table A
Housing Development Applications Submitted
Project Identifier Unit Types
Date
Application
Submitted
Proposed Units - Affordability by Household Incomes
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining Historic Sites Density Bonus Law
Applications
1 2 3 4 5 6 7 8 9 10 11
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted
(see
instructions)
Acutely LowIncome Deed
Restricted
Acutely LowIncome Non
Deed
Restricted
Extremely
Low-Income
Deed
Restricted
Extremely
Low-Income
Non Deed
Restricted
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Total

PROPOSED
Units by
Project
Total

APPROVED
Units by
project
Total

DISAPPROVE
D Units by
Project
Please select
state
streamlining
provision/s the
application was
submitted
pursuant to.

Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported
on Table L?
Did the
housing
development
application
seek
incentives or
concessions
pursuant to
Government
Code section
65915?
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0 0 2 679 681 0 0 411130021 515 Ave K MDPR 25-04 ADU R 11/18/2025 1 1 NONE No No 413072015 844 W Ave L MDPR 25-06 ADU R 11/4/2025 1 1 NONE No No 411160021 430 W Ave L TTM 39100 5+ O 1/14/2025 7 7 NONE No No 403150020
1150 Fremont
St TTM 39080 5+ O12/18/2025
452 452 NONE No No
400640004 0 TTM 39363 5+ O 9/9/2025 220 220 NONE No No
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0

Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting
Year 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Project Identifier Unit Types Affordability by Household Incomes - Completed Entitlement Affordability by Household Incomes - Building Permits Affordability by Household Incomes - Certificates of Occupancy Streamlining Historic Sites Infill Housing with Financial
Assistance and/or Deed
Restrictions
Housing without
Financial Assistance
or Deed Restrictions
Term of
Affordability or
Deed Restriction
Demolished/Destroyed Units Density Bonus Notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Prior APN+ Current APN Street
Address Project Name+
Local
Jurisdiction
Tracking ID
Unit
Category
(SFA,SFD,2
to
4,5+,ADU,M
H)
Tenure
R=Rente
r
O=Owne
r
Acutely
LowIncome
Deed
Restricted
Acutely
LowIncome
Non Deed
Restricted
Extremely
LowIncome
Deed
Restricted
Extremely
LowIncome
Non Deed
Restricted
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Entitlement
Date
Approved
# of Units
issued
Entitlements
Acutely
LowIncome
Deed
Restricte
d
Acutely
LowIncome
Non Deed
Restricte
d
Extremely
LowIncome
Deed
Restricte
d
Extremely
LowIncome
Non Deed
Restricte
d
Very LowIncome
Deed
Restricte
d
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricted
LowIncome
Non Deed
Restricte
d
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Building
Permits Date
Issued
# of Units
Issued Building
Permits
Acutely
LowIncome
Deed
Restricted
Acutely
LowIncome
Non Deed
Restricted
Extremely
LowIncome
Deed
Restricted
Extremely
LowIncome
Non Deed
Restricted
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
LowIncome
Deed
Restricte
d
LowIncome
Non
Deed
Restricte
d
ModerateIncome
Deed
Restricte
d
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units
issued
Certificates
of
Occupancy
or other
forms of
readiness
Please select
the state
streamlining
provision the
project was

APPROVED
pursuant to.
(may select
multiple)
Is this project
located on a
site with an
associated
historical
designation as
outlined in
Government
Code Section
65400(a)(2)(N)
and reported
on Table L?
Infill Units?
Y/N+
Assistance
Programs for
Each
Development
(may select
multiple - see
instructions)
Deed
Restriction
Type
(may select
multiple - see
instructions)
For units affordable
without financial
assistance or deed
restrictions, explain how
the locality determined
the units were affordable
(see instructions)

Term of
Affordability or
Deed Restriction
(years) (if
affordable in
perpetuity enter
1000)+
Number of
Demolished/Destr
oyed Units
Demolished
or
Destroyed
Units
Demolishe
d/Destroye
d Units
Owner or
Renter
Total Density Bonus
Applied to the Project
(Percentage Increase in
Total Allowable Units or
Total Maximum
Allowable Residential
Gross Floor Area)
Number of Other
Incentives,
Concessions,
Waivers, or Other
Modifications
Given to the
Project
(Excluding
Parking Waivers
or Parking
Reductions)
List the
incentives,
concessions,
waivers, and
modifications
(Excluding
Parking
Waivers or
Parking
Modifications)
Did the project
receive a reduction
or waiver of parking
standards? (Y/N)
Notes+
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0 0 2 0 2 0 0 0 0 0 0 0 0 0 6 0 6 0 0 0 0 0 0 0 0 0 1 0 1 0 411050005 990 7th place ADUC - 25-1 ADU R 0 1 9/18/2025 1 0 NONE No Y ADU, estimated rent: $2,000 413210037 35011 Mesa
Grande ADUN 25-2 ADU R 0 1 11/5/2025 1 0 NONE No Y ADU, estimated rent: $2,000 410203013 1258 3rd Street JADU 25-2 ADU R 0 1 11/12/2025 1 0 NONE No Y ADU, estimated rent: $2,000 407270000 37430 Leta
Drive 2024-265 ADU R 0 1 3/24/2025 1 0 NONE No Y ADU, estimated rent: $2,000 409030001 305 E County
Line Rd ADUN 25-1 ADU R 0 1 7/23/2025 1 0 NONE No Y ADU, estimated rent: $2,000 411132021 515 Ave K ADUN 25-5 ADU R 0 1 10/30/2025 1 0 NONE No Y ADU, estimated rent: $2,000 411100023 925 Ave B 2022-681 ADU R 0 0 1 7/18/2025 1 NONE No Y ADU, estimated rent: $2,000 411132021 515 Ave K MDPR 25-04 ADU R 1 9/16/2025 1 0 0 NONE No Y ADU, estimated rent: $2,000 413072015 844 W Ave L MDPR 25-06 SFD R 1 12/22/2025 1 0 0 NONE No Y market rate 0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0
0 0 0

0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting
Year 2025
(Jan.1- Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021
- 10/15/2029

0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting
Year 2025
(Jan.1- Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021
- 10/15/2029

0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting
Year 2025
(Jan.1- Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021
- 10/15/2029

0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
0 00
Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting
Year 2025
(Jan.1- Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning
Period 6th Cycle 10/15/2021
- 10/15/2029

Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.

Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Please contact HCD if your data is different than the material supplied here Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
1 Projection
Period 2 3 4
Income Level RHNA Allocation
by Income Level
Projection
Period -
06/30/2021-
10/14/2021
2021 2022 2023 2024 2025 2026 2027 2028 2029
Total Units
to Date (all
years)
Total Remaining
RHNA by
Income Level
Acutely Low
Deed Restricted
-
- - - - - - - - - -
- -
Non-Deed Restricted - - - - - - - - - -
Extremely Low
Deed Restricted
-
- - - - - - - - - -
- -
Non-Deed Restricted - - - - - - - - - -
Very Low
Deed Restricted 495 - - - - - - - - - -
- 495 Non-Deed Restricted - - - - - - - - - -
Low
Deed Restricted 275 - - - - - - - - - -
- 275 Non-Deed Restricted - - - - - - - - - -
Moderate
Deed Restricted 379 - - - - - - - - - -
26 353 Non-Deed Restricted 1 - 3 12 4 6 - - - -
Above Moderate 868 21 20 13 - - - - - - - 54 814
Total RHNA 2,017
Total Units 22 20 16 12 4 6 - - - - 80 1,937
*For years prior to 2025, Acutely Low-Income units are reported within the Extremely Low-Income category *For jurisdictions that received RHNA determinations for the current cycle prior to the passage of AB 3093 (September 19, 2024):
- You were not allocated Acutely Low-Income and Extremely Low-Income RHNA targets, therefore the allocations in Field 1 are listed as "0" - If you wish to set your own targets in these income categories for informational purposes, contact HCD staff at [email protected]. - All Acutely Low-Income and Extremely Low-Income units reported during the cycle are counted towards Very-Low Income RHNA progress *For years prior to 2025, data on deed-restricted vs. non-deed restricted Extremely Low-Income units is approximated from whether the projects reported any deed-restricted Very Low-Income Units. If you wish to edit this historical data for accuracy or have any questions about the data, you may login to HCD's online APR system, or contact HCD staff at [email protected].

Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.

Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].

Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2025 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Table C
Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Project Identifier Date of
Rezone RHNA Shortfall by Household Income Category Rezone Type Sites Description 1 2 3 4 5 6 7 8 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of
Rezone
Very LowIncome Low-Income ModerateIncome
Above
ModerateIncome
Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning
Minimum
Density
Allowed
Maximum
Density
Allowed
Realistic
Capacity Vacant/Nonvacant Description ofExisting Uses
Summary Row: Start Data Entry Below

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction Calimesa
Reporting Year 2025 (Jan. 1 - Dec. 31)
Table D
Program Implementation Status pursuant to GC Section 65583 Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element. 1 2 3 4 5 6 7 8 9
Name of Program Objective
Projected Completion
Date in Housing
Element
Applicable Cycle Status of Program
Implementation
Program
Implementation
Details
Quantified Outcomes:

Category
Quantified Outcomes:

Count Supporting Documents

Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting
Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation
Cells in grey contain auto-calculation
formulas
Planning
Period
6th Cycle 10/15/2021 - 10/15/2029 (CCR Title 25 §6202)
Table E
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Project Identifier Units Constructed as Part of Agreement Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
1 2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of
Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Annual Progress Report January 2020

Jurisdiction Calimesa ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 10/15/2021 - 10/15/2029
Table F
Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.

The description should adequately document
how each unit complies with subsection (c) of
Government Code Section 65583.1+.

For detailed reporting requirements, see the
chcklist here:

Extremely LowIncome+Very LowIncome+ Low-Income+ TOTAL UNITS+Extremely LowIncome+Very LowIncome+ Low-Income+TOTAL UNITS+
https://www.hcd.ca.gov/communitydevelopment/docs/adequate-sites-checklist.pdf Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Annual Progress Report January 2020

Jurisdiction Calimesa ANNUAL ELEMEN
Reporting
Period 2025 (Jan. 1 - Dec. 31) Housing Element
Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Above Mod
For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning restrictions for the unit. Before
Project Identifier
1 Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Summary Row: Start Data Entry Below

Note: "+" indicates an
optional field
Cells in grey contain auto-calculation formulas
Unit Types Affordability by Household Incomes After C
2 3 4
Unit
Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome
Deed
Restricted
Very LowIncome
Non Deed
Restricted
Low- Income Deed
Restricted
0 0 0

NUAL ELEMENT PROGRESS REPORT
sing Element Implementation
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government C ocation, the planning agency may include the number of units in an existing multifamily building that were converted s for the unit. Before adding information to this table, please ensure housing developments meet the requirements de

Units credited toward Moderate
Income RHNA
5 Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Total Moderate Income
Units Converted from
Above Moderate
0 0 0 0 0
e Pursuant to Government Code section 65400.2
amily building that were converted to deed-restricted rental housing for moderate-income households by the impositi lopments meet the requirements described in Government Code 65400.2(b). ain auto-calculation formulas
y Household Incomes After Conversion
4

Notes
6 Date
Converted Notes
seholds by the imposition of affordability covenants and ed toward Moderate
ome RHNA
5

Jurisdiction Calimesa
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting
year.

Note: "+" indicates an optional field
Reporting
Period 2025
(Jan. 1 - Dec.

Planning 31) Cells in grey contain auto-calculation formulas Period 6th Cycle 10/15/2021 - 10/15/2029 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
1 2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Realistic
Capacity
Identified in
the Housing
Element
Entity to whom the site
transferred Intended Use for Site
Summary Row: Start Data Entry Below

Jurisdiction Calimesa NOTE: This table must conta
of ALL surplus/excess lands
jurisdiction owns
Reporting
Period 2025
(Jan. 1 - Dec.
31)

ANNUAL ELEMENT PROGRESS REPO
Housing Element Implementation
Table H
Locally Owned Surplus Sites
Parcel Identifier
1 2 3 4
APN Street Address/Intersection Existing Use Number of
Units
Summary Row: Start Data Entry Below

Note: "+" indicates an optional field
Cells in grey contain auto-calculation
formulas
Designation Size Notes
5 6 7
Surplus
Designation
Parcel Size (in
acres) Notes
E: This table must contain an inventory
LL surplus/excess lands the reporting
diction owns

NT PROGRESS REPORT
ment Implementation
Table H
wned Surplus Sites

Jurisdiction Calimesa
NOTE: STUDENT HOUSING WITH DENSITY BONUS
ONLY. This table only needs to be completed if there
were student housing projects WITH a density bonus
approved pursuant to Government Code65915(b)(1)(F)
ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates a
Reporting
Period 2025
(Jan. 1 - Dec.
31) Housing Element Implementation Cells in grey contain auto Planning
Period 6th Cycle 10/15/2021 - 10/15/2029
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Project Type Date Units (Beds/Student Capacity) Approved 1 2 3 4
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Unit Category
(SH - Student
Housing)
Date
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed
Restricted
Above
ModerateIncome
Summary Row: Start Data Entry Below
Annual Progress Report January 2020

Jurisdiction Calimesa ANNUAL ELEM
Reporting Period 2025 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 10/15/2021 - 10/15/2029
T
Local governments are required to inform HCD about any local tenant preference ordinance the local go Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant pre more than 90 d
Does the Jurisdiction have a local tenant preference policy? No
If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage containing authorizing local ordinance and supporting materials.

Notes

ANNUAL ELEMENT PROGRESS REPORT
Table K
Tenant Preference Policy
e ordinance the local government maintains when the jurisdiction submits their annual progress report on housing a ts adopting a tenant preference are required to create a webpage on their internet website containing authorizing loc more than 90 days after the ordinance becomes operational.

ROGRESS REPORT
Table K
eference Policy
maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Gover e required to create a webpage on their internet website containing authorizing local ordinance and supporting mater e ordinance becomes operational.

on housing approvals and production, per Government
uthorizing local ordinance and supporting materials, no

Jurisdiction Calimesa
NOTE: This table needs to be
your jurisdiction that were ne
Local register of historic plac
none, leave blank.

Reporting
Period 2025
(Jan. 1 - Dec.
31)

ANNUAL ELEMENT PROGRES
Housing Element Impleme
Table L
Historical Resources
Parcel Identifier Designation
1 2
APN Street Address/Intersection Date of
Designation
Designation
Level
Summary Row:

Start Data Entry
Below

Size
3 Historic Site
Period
Areas of
Significance
Parcel Size (in
acres)
This table needs to be completed with any sites within
risdiction that were newly added to a National, State, or egister of historic places within the reporting year. If eave blank.

LEMENT PROGRESS REPORT
g Element Implementation
Table L
Historical Resources
Designation
2

Note: "+" indicates an optional field
Cells in grey contain auto-calculation
formulas
Notes
4 Notes

Jurisdiction Calimesa
Reporting Year 2025
Lo
Please update the status of the proposed uses listed in the entity’s application for funding and the corresp Total Award Amount $
Task $ Amount Awarded
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Completed Entitlement Issued by Affordability Summary
Income Level
Acutely Low
Extremely Low
Very Low
Low
Moderate
Above Moderate
Total Units

Building Permits Issued by Affordability Summary
Income Level
Acutely Low
Extremely Low
Very Low
Low
Moderate
Above Moderate
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Acutely Low
Extremely Low
Very Low
Low
Moderate
Above Moderate
Total Units

(Jan. 1 - Dec. 31)
Total award amount is a
$ Cumulative Reimbursement Requested
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 2
0 2

ANNUAL ELEMENT PROGRESS R
Local Early Action Planning (LEAP)
(CCR Title 25 §6202)
es listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdictio -
nd certificates of occupancy (auto-populated from Table A2) eted Entitlement Issued by Affordability Summary
Income Level

Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 6
0 6
Current Year
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 0
Deed Restricted 0
Non-Deed Restricted 1
0 1
lding Permits Issued by Affordability Summary
Income Level
ate of Occupancy Issued by Affordability Summary
Income Level

Other
Funding

PROGRESS REPORT
nning (LEAP) Reporting
e 25 §6202)
he region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 5051 otal award amount is auto-populated based on amounts entered in rows 15-26.

Task Status

Notes
d in Section 50515.02 or 50515.03, as applicable.

State of California

GOVERNMENT CODE
Section 65400
65400. (a)  After the legislative body has adopted all or part of a general plan, the planning agency shall do both of the following:
(1)  Investigate and make recommendations to the legislative body regarding reasonable and practical means for implementing the general plan or element of the general plan so that it will serve as an effective guide for orderly growth and development, preservation and conservation of open-space land and natural resources, and the efficient expenditure of public funds relating to the subjects addressed in the general plan.
(2)  Provide by April 1 of each year an annual report to the legislative body, the Office of Planning and Research, and the Department of Housing and Community Development that includes all of the following:
(A)  The status of the plan and progress in its implementation. (B)  (i)  The progress in meeting its share of regional housing needs determined pursuant to Section 65584, including the need for extremely low income households, as determined pursuant to paragraph (1) of subdivision (a) of Section 65583, and local efforts to remove governmental constraints to the maintenance, improvement, and development of housing pursuant to paragraph (3) of subdivision (c) of Section 65583. (ii)  The housing element portion of the annual report, as required by this paragraph, shall be prepared through the use of standards, forms, and definitions adopted by the Department of Housing and Community Development. The department may review, adopt, amend, and repeal the standards, forms, or definitions to implement this article.

Any standards, forms, or definitions adopted to implement this article shall not be subject to Chapter 3.5 (commencing with Section 11340) of Part 1 of Division 3 of Title 2. Before and after adoption of the forms, the housing element portion of the annual report shall include a section that describes the actions taken by the local government towards completion of the programs and status of the local government’s compliance with the deadlines in its housing element. The report shall be considered at an annual public meeting before the legislative body where members of the public shall be allowed to provide oral testimony and written comments. (iii)  The report may include the number of units that have been completed pursuant to subdivision (c) of Section 65583.1. For purposes of this paragraph, committed assistance may be executed throughout the planning period, and the program under paragraph (1) of subdivision (c) of Section 65583.1 shall not be required. The report shall document how the units meet the standards set forth in that subdivision. (iv)  The planning agency shall include the number of units in a student housing development for lower income students for which the developer of the student housing

development was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915.
(C)  The number of housing development applications received in the prior year, including whether each housing development application is subject to a ministerial or discretionary approval process.
(D)  The number of units included in all development applications in the prior year. (E)  The number of units approved and disapproved in the prior year. (F)  The degree to which its approved general plan complies with the guidelines developed and adopted pursuant to Section 65040.2 and the date of the last revision to the general plan.
(G)  A listing of sites rezoned to accommodate that portion of the city’s or county’s share of the regional housing need for each income level that could not be accommodated on sites identified in the inventory required by paragraph (1) of subdivision (c) of Section 65583 and Section 65584.09. The listing of sites shall also include any additional sites that may have been required to be identified by Section 65863.
(H)  (i)  The number of units of housing demolished and new units of housing, including both rental housing and for-sale housing and any units that the County of Napa or the City of Napa may report pursuant to an agreement entered into pursuant to Section 65584.08, that have been issued a completed entitlement, a building permit, or a certificate of occupancy, thus far in the housing element cycle, and the income category, by area median income category, that each unit of housing satisfies. That production report shall do the following:
(I)  For each income category described in this subparagraph, distinguish between the number of rental housing units and the number of for-sale units that satisfy each income category.
(II)  For each entitlement, building permit, or certificate of occupancy, include a unique site identifier that must include the assessor’s parcel number, but may also include street address, or other identifiers.
(ii)  For the County of Napa and the City of Napa, the production report may report units identified in the agreement entered into pursuant to Section 65584.08. (I)  The number of applications submitted pursuant to subdivision (a) of Section 65913.4, the location and the total number of developments approved pursuant to subdivision (c) of Section 65913.4, the total number of building permits issued pursuant to subdivision (c) of Section 65913.4, the total number of units including both rental housing and for-sale housing by area median income category constructed using the process provided for in subdivision (c) of Section 65913.4. (J)  If the city or county has received funding pursuant to the Local Government Planning Support Grants Program (Chapter 3.1 (commencing with Section 50515) of Part 2 of Division 31 of the Health and Safety Code), the information required pursuant to subdivision (a) of Section 50515.04 of the Health and Safety Code. (K)  The progress of the city or county in adopting or amending its general plan or local open-space element in compliance with its obligations to consult with California Native American tribes, and to identify and protect, preserve, and mitigate impacts

to places, features, and objects described in Sections 5097.9 and 5097.993 of the Public Resources Code, pursuant to Chapter 905 of the Statutes of 2004. (L)  The following information with respect to density bonuses granted in accordance with Section 65915:
(i)  The number of density bonus applications received by the city or county. (ii)  The number of density bonus applications approved by the city or county. (iii)  Data from all projects approved to receive a density bonus from the city or county, including, but not limited to, the percentage of density bonus received, the percentage of affordable units in the project, the number of other incentives or concessions granted to the project, and any waiver or reduction of parking standards for the project.
(M)  The following information with respect to each application submitted pursuant to Chapter 4.1 (commencing with Section 65912.100):
(i)  The location of the project.
(ii)  The status of the project, including whether it has been entitled, whether a building permit has been issued, and whether or not it has been completed. (iii)  The number of units in the project.
(iv)  The number of units in the project that are rental housing. (v)  The number of units in the project that are for-sale housing. (vi)  The household income category of the units, as determined pursuant to subdivision (f) of Section 65584.
(b)  (1)  (A)  The department may request corrections to the housing element portion of an annual report submitted pursuant to paragraph (2) of subdivision (a) within 90 days of receipt. A planning agency shall make the requested corrections within 30 days after which the department may reject the report if the report is not in substantial compliance with the requirements of that paragraph.
(B)  If the department rejects the housing element portion of an annual report as authorized by subparagraph (A), the department shall provide the reasons the report is inconsistent with paragraph (2) of subdivision (a) to the planning agency in writing. (2)  If a court finds, upon a motion to that effect, that a city, county, or city and county failed to submit, within 60 days of the deadline established in this section, the housing element portion of the report required pursuant to subparagraph (B) of paragraph (2) of subdivision (a) that substantially complies with the requirements of this section, the court shall issue an order or judgment compelling compliance with this section within 60 days. If the city, county, or city and county fails to comply with the court’s order within 60 days, the plaintiff or petitioner may move for sanctions, and the court may, upon that motion, grant appropriate sanctions. The court shall retain jurisdiction to ensure that its order or judgment is carried out. If the court determines that its order or judgment is not carried out within 60 days, the court may issue further orders as provided by law to ensure that the purposes and policies of this section are fulfilled. This subdivision applies to proceedings initiated on or after the first day of October following the adoption of forms and definitions by the Department of Housing and Community Development pursuant to paragraph (2) of subdivision (a), but no sooner than six months following that adoption.

(c)  The Department of Housing and Community Development shall post a report submitted pursuant to this section on its internet website within a reasonable time of receiving the report.
(Amended by Stats. 2022, Ch. 657, Sec. 1.7. (AB 2653) Effective January 1, 2023.)

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 7.

SUBJECT: Request for Partnership – Chamber of Commerce for Calimesa Christmas Parade
MEETING DATE: September 21, 2026
PREPARED BY: Yaiza Benson, Deputy City Clerk/Executive Assistant RECOMMENDATION:

That the City Council approve the Calimesa Chamber of Commerce request for partnership with the city for the 2026 Calimesa Christmas Parade. Including the waiver of applicable city fees and authorization of temporary road closures associated with the parade route.

BACKGROUND:

The first annual Calimesa Christmas Parade was held on December 17, 2016, and was well attended by both parade participants and the community. The event was organized by the Calimesa Chamber of Commerce, with the city providing participation and coordination.

The parade has continued as an annual community event, with the exception of 2019 due to weather and 2020 due to the COVID-19 pandemic. Throughout the years, the city has partnered with the Chamber by providing staff participation and coordination, waiving applicable city fees, and facilitating temporary road closures necessary for the parade route.

DISCUSSION:

The Calimesa Chamber of Commerce is once again requesting the city’s partnership for the annual Christmas Parade, scheduled for the evening of Saturday, December 5, 2026. The Christmas Parade continues to see growth in participation and community attendance and has become a well-established annual tradition in Calimesa. As the event has grown, coordination between the Chamber and city staff remains an important component in facilitating the parade and associated road closures.

Like previous years, the proposed City partnership would include staff participation and coordination, processing of the Temporary Event Permit (TEP), temporary road closures in and around the parade route, and the waiver of applicable city fees. Staff would coordinate with the Chamber and other appropriate agencies in advance of the event to facilitate the necessary closures and event operations.

FISCAL IMPACT:

The estimated fiscal impact associated with the city’s partnership and fee waiver is approximately $2,600. This amount includes costs associated with staff participation and coordination, the Temporary Event Permit, and staff overtime required for the temporary road closures.

Actual costs may vary based on staff time and event needs. If approved, the associated costs would be absorbed by the City’s General Fund.

ATTACHMENTS:

None

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 8.

SUBJECT: Statement of Investment Policy
MEETING DATE: September 21, 2026
PREPARED BY: Celeste Reid, Finance Director
RECOMMENDATION:

That the City Council adopt Resolution No. 2026-58 a Resolution of the City Council of the City of Calimesa, California adopting a Statement of Investment Policy effective September 21, 2026.

BACKGROUND:

Section 53646 of the Government Code of the State of California authorizes the treasurer or the chief financial officer of each local agency to annually render to the legislative body of the agency a Statement of Investment Policy at a public meeting.

DISCUSSION:

The City’s current policy was adopted on September 15, 2025 and is updated annually. The annual policy review also renews the City Council’s annual delegation of investment authority to the City Treasurer. The City Council’s current designation is to the City Treasurer, Celeste Reid. The Investment Policy is reviewed annually to ensure the policy meets the City’s needs and is in compliance with all legal requirements.

The City’s investments are currently invested with the Local Agency Investment Fund (LAIF).

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 projects.

FISCAL IMPACT:

The investment instruments allowed in this policy are consistent with the City’s current investment in the Local Agency Investment Fund (LAIF) and meets the stated investment policy

objectives of safety, liquidity and return.

ATTACHMENTS:

1. Calimesa Investment policy Effective September 21, 2026

2. Reso 2026-58 Adopting Statement of Investment Policy Effective September 21, 2026

City of Calimesa
Investment Policy

2 TABLE OF CONTENTS
INTRODUCTION………………………………………………………….Page 3
PURPOSE/STANDARD OF CARE…………………………………..Page 3

OBJECTIVES ………..……………………………………………………Page 3
INVESTMENT PARAMETERS…..……………………………………...Page 5
SAFEKEEPING……………………………………………………..…….Page 8
RESPONSIBILITIES………………………………………………….….Page 9
REPORTING…………………………………………………………..….Page 10
ANNUAL REVIEW………………………………………………………..Page 12
GLOSSARY OF TERMS……………………………………………..….Page 12

3 INTRODUCTION
It is the policy of the City of Calimesa, the Successor Agency to the Calimesa Redevelopment Agency, and other related entities of the City for which the City Councilmembers serve as governing body (hereinafter collectively referred to as the “City”) to predicate their investment policies, procedures, and practices upon the limitations placed upon them by governing legislative bodies. Such policies, procedures, and practices shall embody the following three principles: (1) compliance with federal, state and local laws governing the investment of public monies under the City’s control; (2) protection of the principal monies entrusted to the City; (3) maximization of profit within the parameters of prudent risk management, as defined in this Statement of Investment Policy (“SOIP” or “Investment Policy”).

PURPOSE
To establish an overall policy and procedure for the management of the investment of unexpended funds.

STANDARD OF CARE
Prudence: Investment officials shall adhere to the “prudent investor” standard of Government Code Section 53600.3 when managing the City’s investment portfolio. The prudent investor standard provides that investments shall be made with the care, skill, prudence, and diligence under circumstances then prevailing, including but not limited to the general economic conditions and the anticipated needs of the City, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims to safeguard the principal of capital and maintain the liquidity needs of the City.

OBJECTIVES
Temporarily idle or surplus funds of the City shall be invested in accordance with principles of sound treasury management and in accordance with provisions of California Government Code Sections 53600 et seq., the Municipal Code, and this Investment Policy.

A. Overall Risk Profile
The basic objectives of Calimesa's investment program are, in order of priority:

1. Safety of invested funds (i.e., to safeguard the principal of the funds);

2. Maintenance of sufficient liquidity to meet cash flow needs; and

3. Attainment of the maximum return possible consistent with the first two objectives.

B. Achievement of Objectives
The achievement of these objectives shall be accomplished in the manner described below:

1. Safety
The City shall ensure the safety of its invested funds by limiting credit and interest rate risks. Credit risk is the risk of loss due to the failure of the security issuer or backer.

Interest rate risk is the risk that the market value of portfolio securities will fall due to market conditions, such as an increase in general interest rates.

4 a. Credit Risk will be mitigated by:
(1) Limiting investments to the safest types of securities; (2) Pre-qualifying with an established procedure the financial institutions with which it will do business;
(3) Diversifying the investment portfolio so that the failure of any one issuer or backer will not place an undue financial burden on the City; and b. Interest rate risk will be mitigated by:
(1) Structuring the City's portfolio so that securities mature to meet the City's cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to their maturation to meet those specific needs;
(2) Investing primarily in short-term securities; and
(3) Occasionally restructuring the portfolio to minimize the loss of market value and/or to maximize cash flows.
c. The physical security or safe-keeping of the City's investments is also an important element of safety. Detailed safekeeping requirements are defined in the section of this Investment Policy entitled "Safekeeping of Securities".

2. Liquidity
The City's financial portfolio must be structured in a manner which will provide that securities mature at approximately the same time as cash is needed to meet anticipated demands. Additionally, since all possible cash demands cannot be anticipated, the portfolio should consist largely of securities with active secondary or resale markets.

The specific percentage mix of different investment instruments and maturities is described herein.

3. Return
The investment portfolio shall be designed with the overall objective of obtaining a total rate of return throughout economic cycles, commensurate with investment risk constraints and cash flow needs.

C. Time Frame for Investment Decisions
The City's investment portfolio shall be structured to provide that sufficient funds from investments are available every month to meet the City's anticipated cash needs.

Subject to the safety provisions outlined above, the choice of investment instruments and maturities shall be based upon an analysis of anticipated cash needs, existing and anticipated revenues, interest rate trends and specific market opportunities. As a

5 general rule, and subject to annual review by the Investment Committee, the average maturity of the investment portfolio will not exceed three years, and no investment will have a maturity of more than five years from its date of purchase.

D. Definition of Unexpended Funds
Unexpended funds for the purpose of this Investment Policy are all City funds which are available for investment at any time, including the estimated checking account float, excepting those minimum balances required by the City's banks to compensate them for the cost of banking services.

Investment Parameters
A. Types of Investments Authorized
The City may invest unexpended funds through national or state-chartered banks, savings and loans, authorized broker/dealers (each of the foregoing as more specifically described in California Government Code Section 53601.5), and the State Local Agency Investment Fund ("LAIF").

No investments shall have a maturity greater than five years. An investment’s term or remaining maturity shall be measured from the settlement date to final maturity.

Investments shall not have a forward settlement date exceeding 45 days from the time of investment. Combined investments with maturities greater than one year shall not exceed 70% of the total portfolio. Funds may be invested only in the following:

1. United States Treasury notes, bonds, bills, or certificates of indebtedness, or those for which the full faith and credit of the United States are pledged for the payment of principal and interest.

2. The Local Agency Investment Fund (LAIF).

3. Collateralized and/or FDIC-insured demand deposits in nationally or state-chartered banks or state or federal associations (as defined by Section 5102 of the Financial Code) meeting the requirements of Article 2 (commencing with Section 53630) of Chapter 4 of Part 1 of Division 2 of Title 5 of the California Government Code).

4. Certificates of deposit issued by a nationally or state-chartered bank or a state or federal association (as defined by Section 5102 of the Financial Code), maturing in two years or less, the total of which shall not exceed 15% of the total portfolio, and which shall be insured by each institution at the maximum amount required by regulations of the F.D.I.C. and any amount above the insured amount must be collateralized in accordance with State law.

5. Federal agency or United States government-sponsored enterprise obligations, participations, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agencies or United States government-sponsored Commented [RDH1]: Effective January 1, 2023, Gov.

Code Section 53601 specifies these requirements regarding an investment’s term. If the Investment Policy had stated that an investment’s term or remaining maturity is based on its trade date, then the Investment Policy would have needed to be updated to reflect the settlement date instead of the trade date. Since the Policy did not specify how an investment’s term or remaining maturity is measured, no update was
required. However, the City could decide to include this language in the Investment Policy.

6 enterprises, the total of which shall not exceed 75% of the total portfolio. Purchases shall be limited to senior issues as detailed below:
a. Federal National Mortgage Association (Fannie Mae).
b. Government National Mortgage Association (Ginnie Mae) in an amount not to exceed 20% of the total portfolio.
c. Federal Home Loan Mortgage Corporation (Freddie Mac). d. Federal Home Loan Bank (FHLB).
e. Federal Farm Credit Banks (FFCB).
f. Federal Agricultural Mortgage Corporation (FAMC or Farmer Mac). g. Tennessee Valley Authority (TVA).

6. Money market mutual funds. Shares of beneficial interest issued by diversified management companies that are money market funds registered with the Securities and Exchange Commission under the Investment Company Act of 1940 (15 U.S.C. Sec. 80a-1 et seq.),. To be eligible for purchase, the money market fund shall be a “AAA” rated Government or U.S. Treasury money market fund. In addition, the company shall have met either of the following criteria: (A) Attained the highest ranking or the highest letter and numerical rating provided by not less than two nationally recognized statistical rating organizations. (B) Retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years' experience managing money market mutual funds with assets under management in excess of five hundred million dollars ($500,000,000).

The percentage limitations listed above on the amount of the City’s portfolio that may be invested in each investment category or issuer apply at time of purchase.

B. Prohibited Investments and Activities
Investments by the City in securities permitted by the California Government Code, but not specifically approved by this Investment Policy are prohibited without the prior approval of the City Council.

As required by California Government Code Section 53601.6, the City shall not invest any funds in inverse floaters, range notes, mortgage derived interest-only strips or any security that could result in zero interest accrual if held to maturity.

No representative of the City is authorized to engage in margin transactions, derivatives, nor reverse repurchase agreements on behalf of the City.

While it may occasionally be necessary or strategically prudent of the City to sell a security prior to maturity to either meet unanticipated cash needs or to restructure the portfolio, this Investment Policy specifically prohibits trading securities for the sole purpose of speculating or taking an unhedged position on the future direction of interest rates. Specifically, "when, as and if issued" trading and open-ended portfolio restructuring transactions are prohibited.

7 C. Qualification of Brokers, Dealers and Financial Institutions United States Treasury issue transactions shall be conducted only with the Federal Reserve, or the bank providing banking services for the City, or broker/dealers currently authorized to provide investment services to the City.

The City Treasurer shall maintain a list of financial institutions and broker/dealers authorized to provide investment purchase and sale services to the City. The authorized financial institutions and broker/dealers shall meet the requirements of Government Code Section 53601.5, maintain an office in the State of California, and shall qualify under the Securities and Exchange Commission (“SEC”) Rule 15C3-1 (uniform net capital rule). If at any time the City Treasurer learns that a financial institution or broker/dealer does not maintain an office in the State of California or no longer meets the requirements of Government Code Section 53601.5 or qualifies under the SEC Rule 15C3-1, the Treasurer shall immediately notify the City Council and shall place the item on the next agenda. Annually, all authorized firms must supply the City Treasurer with a current audited financial statement and documents verifying compliance with Rule 15C3-1. This information shall be transmitted annually to the City Council not later than July 31.

Annually, the investment advisory firms shall provide to the City, a list of Investment Brokers approved by the investment advisory firms. For transactions executed by the investment advisory firms engaged by the City, the firms’ approved lists may be used, with the exception of any specific broker(s) that may be excluded by the City.

D. Collateralization Requirements
Uninsured time deposits with banks and savings and loans shall be collateralized in the manner prescribed by law (i.e., Government Code Section 53630 et seq.) for depositories accepting municipal investment funds.

E. Ethics & Conflicts of Interest
Officers and employees involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions. Such employees and investment officials shall disclose to the City Council and the City Manager any material financial interests in financial institutions that conduct business within this jurisdiction, and they shall further disclose any large personal financial/investment positions that could be related to the performance of the City's portfolio. Such employees and officers shall subordinate their personal investment transactions to those of the City, particularly with regard to the time of purchases and sales.

F. Pre-formatted Wire Transfers
Wherever possible, the City shall use pre-formatted wire transfers to restrict the transfer of funds to pre-authorized accounts only. Authorized City officials are the City Manager and the Director of Finance/City Treasurer. Wire transfers between brokers and/or security dealers are prohibited. Wire transfers directly between LAIF and the City’s safekeeping bank are permitted.

8 G. Notice of Investment Policy
The City shall send a copy of the current edition of this Investment Policy and enabling resolution upon opening an account and annually to all institutions which are approved to handle City investments. Receipt of the Investment Policy and authorizing resolution, including confirmation that it has been reviewed by persons handling the City's account, shall be acknowledged in writing within thirty days.

H. Investing Bond Proceeds
For the purpose of this section, "Bond Proceeds" shall include any notes, bonds or other instruments issued on behalf of the City, for which the members of the City Council serve as the governing body. Should the City elect to issue bonds for any purpose, the Indenture of Trust or Trust Agreement shall be the governing document specifying allowable investments for the proceeds of the issue as prescribed by law (i.e., Government Code Section 5922(d)). If the bond documents are silent as to the permitted investments, bond proceeds shall be invested in securities permitted by this Investment Policy. With respect to maximum maturities, if in the opinion of the City Treasurer matching the segregated investment portfolio of the bond reserve fund with the maturity schedule of an individual bond issue is prudent given current economic analysis, the Investment Policy authorizes extending beyond the five-year maturity limitation.

Safekeeping of Securities and Certificates of Deposit (CD) A. Safekeeping Agreement
The City shall contract with a state or national bank or trust company located within the State of California for the safekeeping of securities, other than CDs, LAIF, and money market mutual funds, which are owned by the City as part of its investment portfolio.

B. Handling of City-Owned Securities and Certificates of Deposit All CDs owned by the City shall be held by the City. The collateral for non-FDIC insured, nonnegotiable CDs purchased from a nationally or state-chartered bank or state or federal association (as defined by Section 5102 of the Financial Code) shall be held pursuant to a depository contract between the City and the issuer of the CD per Government Code Section 53649. Pursuant to Government Code Sections 53649, 53656, 53657, and 53659, such collateral shall be held by the Federal Home Loan Bank of San Francisco, or a trust company located within the State of California or a trust department of a bank located within the State of California, that has been authorized pursuant to Government Code Section 53657 by the Administrator of Local Agency Security designated under Government Code Section 53661 (currently, the State Commissioner of Financial Protection and Innovation) to act in such a capacity.

C. Security Transfers
All security transactions entered into by the City shall be conducted on a Delivery-VersusPayment (DVP) basis. DVP is delivery of securities with an exchange of money for the securities, and with an exchange of a signed receipt for the securities. Pursuant to Government

9 Code Section 53608, the City Council delegates to the City Treasurer the authority to deposit for safekeeping the City’s securities, and all securities, except CDs and money market funds, shall be held in an account in the City's name by a third-party custodian designated by the City Treasurer and meeting the requirements of Government Code Section 53608. LAIF accounts shall be held in the name of the City or related entity for which the members of the City Council serve as the governing body.

The authorization to release City securities shall be provided in writing signed by two authorized signatories. Authorized City officials are the City Manager/Director of Finance and the City Treasurer.

D. Verification of Certificates of Deposit Collateral
The collateral for non-FDIC insured certificates of deposits shall be an amount at least equal to the minimum specified in Government Code Section 53652 (currently ranging from 105% to 150% of the deposited funds, depending on the type of collateral). Per Government Code Section 53661, the Administrator of Local Agency Security designated thereunder (currently, the State Commissioner of Financial Protection and Innovation) will monitor the collateral held by the custodian of collateral pledged for local agency deposits.

Responsibilities
A. Responsibilities of the Finance Department
Subject to Government Code Section 53608 and the direction and supervision of the City Treasurer as the City Council’s delegate thereunder, the Finance Department is charged with responsibility for maintaining custody of all public funds and securities belonging to or under the control of the City and for the deposit and investment of those funds in accordance with principles of sound treasury management and with applicable laws and ordinances. However, duties related to day-to-day investment activities shall be performed by an official other than the person responsible for accounting for those investments.

B. Responsibilities of the Director of Finance
The Finance Director is appointed by the City Manager and is subject to his or her direction and supervision, subject to Government Code Section 53607 and the direction and the supervision of the City Treasurer as the City Council’s delegate thereunder with respect to investment authority. The Director of Finance is charged with responsibility for the conduct of all Finance Department functions, and the development of procedures to implement this Investment Policy as approved by the City Council.

C. Responsibilities of the City Manager
The City Manager is responsible for directing and supervising the Director of Finance. He or she is responsible further to keep the City Council fully advised as to the financial condition of the City.

D. Responsibilities of the City's Auditing Firm
The City's auditing firm's responsibilities shall include, but not be limited to, the examination and analyses of fiscal procedures and the examination, checking and verification of accounts

10 and expenditures. A review of the City's investment program is a part of the responsibility described above.

E. Responsibilities of the City Council
The City Council shall annually consider and adopt a written investment policy. As provided in that policy, the Council shall receive, review, and accept monthly and quarterly Investment Reports.

G. Responsibilities of the City Treasurer
Pursuant to Government Code Section 53607, the City Council delegates to the City Treasurer for a one-year period the authority to invest or to reinvest funds of the City, and to sell or exchange securities so purchased, and the City Treasurer shall be responsible to carry out all investment transactions. Such delegation may be annually renewed by the City Council pursuant to Government Code Section 53607.

Pursuant to Government Code Section 53608, the City Council has delegated to the City Treasurer the authority to deposit for safekeeping the City’s securities, and the City Treasurer shall be responsible for such safekeeping in accordance with applicable law, including but not limited to Government Code Section 53608 and, as to deposit accounts or non-negotiable certificates of deposit, Government Code Section 53630 et seq.

H. Responsibilities of Investment Advisors
The City Treasurer, as the City Council’s delegate of investment authority under Government Code Section 53607, may select a third party investment advisor to assist with the investment of City funds, provided that the City Treasurer exercises prudence in the selection of the investment advisor, imposes suitable safeguards to prevent abuse in the exercise of discretion by the investment advisor, and remains responsible for any investment decisions made by the investment advisor. Approved investment advisors shall provide the service within the following parameters:

1. All investments made on behalf of the City shall be accomplished in accordance with this Investment Policy.

2. All investment advisors must be explicitly authorized by the City Council.

3. All investment advisors must provide services within the scope of responsibility consistent with their contract with the City.

4. All investment advisors must be duly registered with the U.S. Securities & Exchange Commission.

Reporting
So long as the City Council’s annual delegation of investment authority to the City Treasurer pursuant to Government Code Section 53607 is effective, the City Treasurer shall make a monthly report of all investment transactions to the City Council.

The Director of Finance shall prepare a quarterly investment report containing the information required by Government Code Section 53646(b), including a succinct management summary that provides a

11 clear picture of the status of the current investment portfolio and all security transactions made over the past three months. This report shall be submitted to the City Council members within forty-five (45) days following the end of the quarter as contemplated by Government Code Section 53646(b)(1); provided, if the information required to be contained in the quarterly Investment Report (as described below) is not yet available from the applicable financial institutions, the quarterly Investment Report shall be submitted to the City Council members as soon as possible thereafter, not to exceed sixty (60) days following the end of the quarter.

The quarterly Investment Report shall include the following:

A. A listing of individual securities and deposits held at the end of the reporting quarter; B. The type of investment, issuer, date of maturity, par amount, cost and market value of marketable securities at the end of the quarter; provided, for City investments that have been placed in the State of California Local Agency Investment Fund or in FDIC-insured accounts of an eligible bank or savings and loan association, the Director of Finance may supply to the City Council the most recent statement(s) received from these institutions in lieu of the foregoing information.

C. All security transactions occurring during the quarter whether or not the transaction has been fully settled;
D. Interest or dividend income credited to the account. If interest or dividends are not paid as earned, the interest amounts receivable should be shown; E. Realized gains or losses on sales of investments;
F. Unrealized gains or losses during the period;
G. The nature of all such investments in the portfolio should be described; H. With respect to interest bearing investments, the Investment Report shall indicate the face rate of interest and the effective yield to the City based on its cost of the investment.

I. The following statement shall be included in each report prepared by the Director of Finance and signed by the City Treasurer:
“All City investments are shown above and conform to the City Investment Policy. All investment transactions during this period are included in this report. As City Treasurer of the City of Calimesa, I hereby certify that sufficient investment liquidity and anticipated revenue are available to meet the next six (6) months' estimated expenditures.” If the first sentence of the foregoing statement cannot be reasonably made, the City Treasurer shall include the disclosure statement required by J. below in lieu of such sentence. If the second sentence of the foregoing statement cannot be reasonably made, the City Treasurer

12 shall provide in lieu of such sentence an explanation as to why sufficient money will or may not be available for the next six months’ estimated expenditures.

J. If a discrepancy exists between any restrictions in the Investment Policy, when compared to the period reflected on the Quarterly Investment Report, the following disclosure statement shall be included on the Report:
“I hereby certify that this report accurately reflects all investments, including pooled investments, and is in compliance with California Government Code Sections 53640 through 53646, as amended, and is in conformity with the City of Calimesa Investment Policy, except for the following deviation(s):”
Annual Review
This Investment Policy shall be effective September 21, 2026 5 and will be reviewed each year by the City Council to ensure its consistency with respect to the overall objectives of safety, liquidity, and yield. Proposed amendments to the Investment Policy shall be prepared and be forwarded to the City Council for consideration.

GLOSSARY OF INVESTMENT TERMS
AGENCIES: Federal agency and instrumentality securities.

ASKED: The price at which securities are offered.

BANKERS’S ACCEPTANCE (“BA”): A draft, bill, or exchange accepted by a bank or a trust company. Both the issuer and the accepting institution guarantee payment of the bill.

BID: The price offered by a buyer of securities (when one sells securities, one asks for a bid).

BROKER: A broker brings buyers and sellers together so that he can earn a commission.

CERTIFICATE OF DEPOSIT (“CD”): A time deposit with a specific maturity, as evidenced by a certificate. Large-denomination CDs are typically negotiable.

COLLATERAL: Securities, evidence of deposit, or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.

COMPREHENSIVE ANNUAL FINANCIAL REPORT (“CAFR”): It includes combined statements for each individual fund and account group, that are prepared in conformity with GAAP. It also includes supporting schedules that are necessary to demonstrate compliance with finance-related legal and contractual provisions, extensive introductory material, and a detailed statistical section.

COUPON: (a) The annual rate of interest that a bond’s issuer promises to pay the bondholder on the bond’s face value. (b) A certificate attached to a bond that evidences interest due on a payment date.

13 DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying and selling for his own account.

DEBENTURE: A bond secured only by the general credit of the issuer.

DELIVERY VERSUS PAYMENT: There are two methods of delivery of securities: (1) delivery versus payment (DVP); and (2) delivery versus receipt (DVR). DVP is delivery of securities with an exchange of money for the securities. DVR is delivery of securities with an exchange of a signed receipt for the securities.

DERIVATIVES: (1) Financial instruments that are linked to, or derived from, the movement of one or more underlying indexes or securities, and may include a leveraging factor; or (2) financial contracts based upon a notional amount whose value is derived from an underlying index or security (e.g., interest rates, foreign exchange rates, equities, or commodities).

DISCOUNT: The difference between the acquisition cost of a security and its value at maturity, when quoted at lower than face value. A security that sells below original offering price shortly after sale, is also is considered to be at a discount.

DISCOUNT SECURITIES: Non-interest bearing money market instruments that are issued a discount and that are redeemed at maturity for full face value (e.g., U.S. Treasury Bills).

DIVERSIFICATION: Dividing investment funds among a variety of securities that offer independent returns.

FEDERAL CREDIT AGENCIES: Agencies of the Federal Government that were established to supply credit to various classes of institutions and individuals (e.g., S&Ls, small business firms, students, farmers, farm cooperatives, and exporters).

FEDERAL DEPOSIT INSURANCE CORPORATION (“FDIC”): A federal agency that insures bank deposits, currently up to $250,000 per depositor per insured bank.

FEDERAL FUNDS RATE: The rate of interest at which Fed funds are traded. This rate is currently pegged by the Federal Reserve through open-market operations.

FEDERAL HOME LOAN BANKS (“FHLB”): Government-sponsored wholesale banks (currently 11 regional banks) which lend funds and provide correspondent banking services to member commercial banks, thrift institutions, credit unions, and insurance companies. The mission of the FHLBs is to liquefy the housing-related assets of its members, who must purchase stock in their District Bank.

FEDERAL NATIONAL MORTGAGE ASSOCIATION (“FNMA” or “Fannie Mae”): FNMA, like GNMA, was chartered under the Federal National Mortgage Association Act in 1938. Due to its federal charter, FNMA is considered a U.S. government-sponsored enterprise. It is the largest single provider of residential mortgage funds in the United States. Fannie Mae, as the corporation is called, is a publicly-traded stockholder-owned corporation that has also been under the conservatorship of

14 the Federal Housing Finance Agency (FHFA) since September 6, 2008The corporation’s purchases include a variety of adjustable mortgages and second loans, in addition to fixed-rate mortgages.

FNMA’s securities are also highly liquid and are widely accepted. For some securities issued by FNMA, FNMA provides guarantees as to the payment of principal and interest.

FEDERAL RESERVE SYSTEM: The central bank of the United States created by Congress and consisting of a seven-member Board of Governors in Washington, D.C., 12 regional banks, and about 5,700 commercial banks that are members of the system.

GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (“GNMA” or “Ginnie Mae”): Mortgagebacked securities that influence the volume of affordable housing loans and that are guaranteed by GNMA. A security holder is protected by the full faith and credit of the U.S. Government. Underlying mortgages for Ginnie Mae securities include those issued, insured, or guaranteed by the Federal Housing Administration (FHA), the U.S. Department of Veterans Affairs (VA), the U.S. Department of Agriculture’s Rural Development (RD), and the U.S. Department of Housing and Urban Development’s Office of Public and Indian Housing (PIH). The term “pass-throughs” is often used to describe Ginnie Maes.

LIQUIDITY: A liquid asset is one that can be converted easily and rapidly into cash without a substantial loss of value. In the money market, a security is said to be liquid if the spread between bid and asked prices is narrow, and reasonable size can be done at those quotes.

LOCAL AGENCY INVESTMENT FUND (“LAIF”): Monies from local governmental units may be remitted to the California State Treasurer for deposit in this special fund for the purpose of investment.

MARKET VALUE: The price at which a security is trading and could presumably be purchased or sold.

MATURITY: The date upon which the principal or stated value of an investment becomes due and payable.

MONEY MARKET: The market in which short-term debt instruments (e.g., bills, commercial paper, banker’s acceptances) are issued and traded.

OFFER: The price asked by a seller of securities (when one buys securities, one asks for an offer).

See “Asked” and “Bid”.

PORTFOLIO: A collection of securities that an investor holds.

PRUDENT INVESTOR RULE: An investment standard. A fiduciary, such as a trustee, may invest in a security if it is one that would be bought by a prudent investor acting in like capacity, who is seeking reasonable income and preservation of capital. As to the City (including its related entities), the prudent investor standard is established by, and specifically described in, California Government Code Section 53600.3

15 RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current market price.

REPURCHASE AGREEMENT (“RP” OR “REPO”): A holder of securities sells them to an investor with an agreement to repurchase the securities at a fixed price on a fixed date. The security “buyer”, in effect, lends the “seller” money for the period of the agreement, and the terms of the agreement are structured to compensate him for this. Dealers use RP extensively to finance their positions.

Exception: when the Fed is said to be doing RP, it is lending money (increasing bank reserves).

SAFEKEEPING: A service to customers rendered by banks for a fee whereby securities and valuables of all types and descriptions are held in the bank‘s vaults and/or a customer custodial account (as to non-certificated securities) for protection.

SECONDARY MARKET: A market made for the purchase and sale of outstanding issues following the initial distribution.

SECURITIES AND EXCHANGE COMMISSION: An agency created by Congress to administer securities legislation for the purpose of protecting investors in securities transactions.

SEC RULE 15c3-1: See “Uniform Net Capital Rule”.

TREASURY BILLS: A non-interest bearing discount security that is issued by the U.S. Treasury to finance the national debt. Most T-bills are issued to mature in three months, six months, or one year.

TREASURY BONDS: Long-term, coupon-bearing U.S. Treasury securities that are issued as direct obligations of the U.S. Government, and having initial maturities of more than 10 years.

TREASURY NOTES: Medium-term, coupon-bearing U.S. Treasury securities that are issued as direct obligations of the U.S. Government, and having initial maturities of two to 10 years.

UNIFORM NET CAPITAL RULE: SEC requirement that member firms, as well as non-member broker-dealers in securities, maintain a maximum ratio of indebtedness-to-liquid capital of 15 to one.

Also called net capital rule and net capital ratio. Indebtedness covers all money that is owed to a firm, including margin loans and commitments to purchase securities (one reason that new public issues are spread among members of underwriting syndicates). Liquid capital includes cash and assets easily converted into cash.

YIELD: The rate of annual income return on an investment, expressed as a percentage. (a) Income Yield is obtained by dividing the current dollar income by the current market price for the security. (b) Net Yield or Yield to Maturity is the current income yield minus any premium above par or plus any discount from par in purchase price, with the adjustment spread over the period from the date of purchase to the date of maturity of the bond.

RESOLUTION NO. 2026-XX58

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

CALIMESA, CALIFORNIA ADOPTING A STATEMENT OF
INVESTMENT POLICY EFFECTIVE SEPTEMBER 21, 2026
WHEREAS, Government Code Section 53646(a)(2) requires a Statement of Investment Policy be rendered annually to the City Council for consideration during a public meeting, and
WHEREAS, the recommended Investment Policy is attached hereto and reflects reporting schedules in compliance with Government Code Section 53646(b)(1).

WHEREAS, Government Code Section 53607 authorizes the City Council to annually delegate to the City Treasurer the authority to invest or reinvest funds of the City and its related entities, and to sell and exchange securities so purchased; and
WHEREAS, the City Council desires to renew the delegation of such investment authority to the City Treasurer.

THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF CALIMESA, AS FOLLOWS:

Section 1. The above recitals are true and correct.

Section 2. The Statement of Investment Policy attached hereto as Exhibit “A” and incorporated herein by reference is hereby adopted.

Section 2. Pursuant to Government Code Section 53607, the City Council, on behalf of the City and its related entities for which the City Councilmembers serve as the governing body, hereby renews for one year its delegation to the City Treasurer the authority to invest and reinvest funds of the City and its related entities, including without limitation the authority to sell and exchange securities.

PASSED, APPROVED AND ADOPTED this 21st day of September, 2026. ________________________________

JEFF CERVANTEZ, MAYOR
ATTEST:

_________________________________________

DARLENE GERDES, CITY CLERK

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 9.

SUBJECT: Bank of America Corporate Card California Public Sector Group Program Increase of Monthly Credit Card Limit from $50,000 to $75,000
MEETING DATE: September 21, 2026
PREPARED BY: Celeste Reid, Finance Director
RECOMMENDATION:

BACKGROUND:

The City of Calimesa currently maintains city credit card management with the City’s operational bank, Bank of America, California Public Sector Group Program. Historically, the City of Calimesa has maintained a monthly credit card limit of $25,000 through September 2022, when the City Council agreed to increase the credit card limit to $50,000.

DISCUSSION:

The Bank of America monthly credit limit of $50,000 has been in place since September 2022.

Since that time frame, the scale of commerce has increasingly moved to online platforms and credit card transactions. The City of Calimesa’s Fire Department has also recently instituted consistent participation with the State of California’s Strike Team operations. This requires team members out on assignment for time frames ranging from 7 to 21 day cycles. While Strike Team participation is ultimately reimbursed, the participation requires initial outlay for hotel, meals and vehicle maintenance which are all managed with credit card transactions.

With timing of credit card payments, the City may have as much as $40,000 in credit card obligations. This results in a low balance available for the general course of business operations or emergencies. While the City has significant cash reserves and maintains strong cash position, in the event of an emergency, the recommended amount of $75,000 is a reasonable amount available for the potential rental of large-scale equipment and supplies. It should be noted current City policy consists of payment in full for all monthly credit card balances and therefore no anticipated credit card finance charges or interest expenditures are expected in relation to the increase of monthly credit card limit.

City Staff respectfully recommends an increase to the Bank of America Credit card limit from $50,000 to $75,000.

FISCAL IMPACT:

There is no anticipated annual fiscal impact.

ATTACHMENTS:

None

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 10.

SUBJECT: Biennial Review And Update Of The City’s Conflict-Of-Interest Code.

MEETING DATE: September 21, 2026
PREPARED BY: Darlene Gerdes, Deputy City Manager/City Clerk RECOMMENDATION:

That the City Council adopt Resolution No. 2026-51 A Resolution of the City Council of the City of Calimesa, California, adopting an amended Conflict-of-Interest Code for the City and rescinding Resolution No. 2024-54.

BACKGROUND:

The Political Reform Act, Government Code Sections 81000, et seq., requires the City to adopt a Conflict-of-Interest Code for each department of the City and requires every local government agency to review its conflict-of-interest code biennially to determine if it is accurate and up to date.

Pursuant to Resolution No. 2024-54, the City last adopted an updated Conflict-of-Interest Code two years ago containing designated positions and disclosure categories for certain departments of the City.

DISCUSSION:

Staff has reviewed the current Conflict-of-Interest Code and has determined that amendments to the City’s Code is required. By the attached Resolution No. 2026-51, the City is rescinding the City’s 2024 Conflict-of-Interest Code and adopting a new updated Conflict-of-Interest Code containing designated positions and disclosure categories for all applicable departments of the City.

The Fair Political Practices Commission has adopted a standard model Conflict-of-Interest Code.

The standard model code is codified at California Code of Regulations Section 18730 and can be incorporated by reference by the City as the City's Conflict-of-Interest Code. The standard Conflict-of-Interest Code adopted by the Fair Political Practices Commission is attached hereto as Exhibit A to the Resolution. Appendix A of this Resolution sets forth the designated positions and Appendix B sets forth the disclosure categories for each City department.

All of these documents together shall constitute the Conflict-of-Interest Code for the following departments:
• City Manager’s Department
• City Clerk's Department
• Community Development Department
• Public Works and Engineering Department
• Finance Department
• Fire Department
• Consultants
Aside from adopting the standard model code, the only change to the City’s Conflict-of-Interest Code are title amendments and additions of the following designated positions:
• Add: HR/Risk Manager under City Manager Department
• Add: General Services Director & City Clerk under City Clerk’s Department • Remove: Deputy City Manager/City Clerk under City Clerk’s Department • Remove: Planning Director under Community Development Department Persons holding designated positions listed in Appendix A shall file statements of economic interest pursuant to Section 5 of the Conflict-of-Interest Code with the City Clerk.

The City Clerk, as Filing Officer, administers the Conflict-of-Interest Code at the local level and notifies each designated employee, commissioner and consultant of his or her filing obligation.

Officials designated in the Conflict-of-Interest Code are required to file an Assuming Office Statement when they assume a designated position, an Annual Statement each year and a Leaving Office Statement within thirty days of resignation or termination. Filers must sign the Form 700 under penalty of perjury. Once filed, the form is a public document and must be made available to the public upon request.

FISCAL IMPACT:

None.

ATTACHMENTS:

1. 2026 COI Notice

2. COI update - Res 2026-51

RESOLUTION NO. 2026-51

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF CALIMESA ADOPTING AN AMENDED CONFLICT OF

INTEREST CODE CONTAINING REVISED DESIGNATED

POSITIONS AND DISCLOSURE CATEGORIES AND
REPEALING RESOLUTION NO. 2024-54

THE CITY COUNCIL OF THE CITY OF CALIMESA DOES HEREBY
FIND, RESOLVE AND ORDER AS FOLLOWS:

Section 1. The Political Reform Act, Government Code Sections 81000, et seq., requires the City to adopt a Conflict of Interest Code for each department of the City.

Section 2. The Fair Political Practices Commission has adopted a standard model Conflict of Interest Code. The standard model code is codified at 2 California Code of Regulations Section 18730 and can be incorporated by reference by the City as the City's Conflict of Interest Code.

Section 3. Pursuant to Resolution No.2024-54, the City last adopted an updated Conflict of Interest Code containing designated positions and disclosure categories for certain departments of the City. By this Resolution, the City is adopting a new updated Conflict of Interest Code containing designated positions and disclosure categories for all applicable departments of the City.

Section 4. The standard Conflict of Interest Code adopted by the Fair Political Practices Commission attached hereto as Exhibit A, as amended by the Commission from time to time, and Appendix A which sets forth the designated positions, and Appendix B which sets forth the disclosure categories for each City department, are hereby incorporated by reference and shall constitute the Conflict-ofInterest Code for the following departments:

A. City Manager’s Department
B. City Clerk's Department
C. Community Development Department
D. Public Works and Engineering Department
E. Finance Department
F. Fire Department
G. Consultants.

Section 5. Persons holding designated positions listed in Appendix A shall file statements of economic interest pursuant to Section 5 of the Conflict-of-Interest Code with the City Clerk.

Section 6. Pursuant to the Political Reform Act (Government Code Sections 81000 through 91014), a person holding a designated position listed in this Conflict-of-Interest Code that violates any provisions of this Code is subject to administrative, criminal and civil sanctions provided in the Political Reform Act. In addition, if a person who holds a designated position makes, participates in making or otherwise attempts to use his or her official position to influence a decision of the City in which he or she has a financial interest, he or she may also be subject to additional

administrative, criminal and civil sanctions and the decision may be set aside and voided pursuant to Government Code Section 91003.

Section 7. The City Council hereby directs the City Clerk and City Attorney to coordinate the preparation of a revised Conflict of Interest Code in succeeding even-numbered years in accordance with the requirements of Government Code Sections 87306 and 87306.5. The revised Code should reflect any changes in department or employee designations. If no revisions to the Code are required, the City Clerk shall submit a report no later than October 1st of the same year, stating that amendments to the Code are not required.

Section 8. Resolution No. 2024-54 of the City Council is hereby repealed in its entirety.

Section 9. The City Clerk shall certify to the passage and adoption of this Resolution.

PASSED, APPROVED, and ADOPTED this 21st day of September 2026. _____________________________

JEFF CERVANTEZ, MAYOR
ATTEST:
_______________________________________

DARLENE GERDES, CITY CLERK

RESOLUTION NO. 2026-51

EXHIBIT A
California Code of Regulations
Section 18730 - Conflict of Interest Code

4/11/2025 1 Amend Regulation 18730
1 Amend 2 Cal. Code Regs., Section 18730 to read:
2 § 18730. Provisions of Conflict of Interest Codes.
3 (a) Incorporation by reference of the terms of this regulation along with the designation 4 of employees and the formulation of disclosure categories in the Appendix referred to below 5 constitute the adoption and promulgation of a conflict of interest code within the meaning of 6 Section 87300 or the amendment of a conflict of interest code within the meaning of Section 7 87306 if the terms of this regulation are substituted for terms of a conflict of interest code 8 already in effect. A code so amended or adopted and promulgated requires the reporting of 9 reportable items in a manner substantially equivalent to the requirements of article 2 of chapter 7 10 of the Political Reform Act, Sections 81000, et seq. The requirements of a conflict of interest 11 code are in addition to other requirements of the Political Reform Act, such as the general 12 prohibition against conflicts of interest contained in Section 87100, and to other state or local 13 laws pertaining to conflicts of interest.
14 (b) The terms of a conflict of interest code amended or adopted and promulgated pursuant 15 to this regulation are as follows:
16 (1) Section 1. Definitions.
17 The definitions contained in the Political Reform Act of 1974, regulations of the Fair 18 Political Practices Commission (Regulations 18110, et seq.), and any amendments to the Act or 19 regulations, are incorporated by reference into this conflict of interest code. 20 (2) Section 2. Designated Employees. The persons holding positions listed in the 21 Appendix are designated employees. It has been determined that these persons make or 22 1participate in the making of decisions which may foreseeably have a material effect on 23 economic interests.

4/11/2025 2 Amend Regulation 18730
1 (3) Section 3. Disclosure Categories.
2 This code does not establish any disclosure obligation for those designated employees 3 who are also specified in Section 87200 if they are designated in this code in that same capacity 4 or if the geographical jurisdiction of this agency is the same as or is wholly included within the 5 jurisdiction in which those persons must report their economic interests pursuant to article 2 of 6 chapter 7 of the Political Reform Act, Sections 87200, et seq. In addition, this code does not 7 establish any disclosure obligation for any designated employees who are designated in a conflict 8 of interest code for another agency, if all of the following apply:
9 (A) The geographical jurisdiction of this agency is the same as or is wholly included 10 within the jurisdiction of the other agency;
11 (B) The disclosure assigned in the code of the other agency is the same as that required 12 under article 2 of chapter 7 of the Political Reform Act, Section 87200; and 13 (C) The filing officer is the same for both agencies. [FN1] 14 Such persons are covered by this code for disqualification purposes only. With respect to 15 all other designated employees, the disclosure categories set forth in the Appendix specify which 16 kinds of economic interests are reportable. Such a designated employee shall disclose in the 17 employee's statement of economic interests those economic interests the employee has which are 18 of the kind described in the disclosure categories to which the employee is assigned in the 19 Appendix. It has been determined that the economic interests set forth in a designated employee's 20 disclosure categories are the kinds of economic interests which the employee foreseeably can 21 affect materially through the conduct of the employee's office. 22 (4) Section 4. Statements of Economic Interests: Place of Filing.

4/11/2025 3 Amend Regulation 18730
1 The code reviewing body shall instruct all designated employees within its code to file 2 statements of economic interests with the agency or with the code reviewing body, as provided 3 by the code reviewing body in the agency's conflict of interest code or with the Fair Political 4 Practices Commission using the Commission’s electronic filing system as required under Section 5 87500. [FN2]
6 (5) Section 5. Statements of Economic Interests: Time of Filing. 7 (A) Initial Statements. All designated employees employed by the agency on the effective 8 date of this code, as originally adopted, promulgated and approved by the code reviewing body, 9 shall file statements within 30 days after the effective date of this code. Thereafter, each person 10 already in a position when it is designated by an amendment to this code shall file an initial 11 statement within 30 days after the effective date of the amendment. 12 (B) Assuming Office Statements. All persons assuming designated positions after the 13 effective date of this code shall file statements within 30 days after assuming the designated 14 positions, or if subject to State Senate confirmation, 30 days after being nominated or appointed. 15 (C) Annual Statements. All designated employees shall file statements no later than April 16 1. If a person reports for military service as defined in the Servicemember's Civil Relief Act, the 17 deadline for the annual statement of economic interests is 30 days following the person's return 18 to office, provided the person, or someone authorized to represent the person's interests, notifies 19 the filing officer in writing prior to the applicable filing deadline that the person is subject to that 20 federal statute and is unable to meet the applicable deadline, and provides the filing officer 21 verification of the person's military status.
22 (D) Leaving Office Statements. All persons who leave designated positions shall file 23 statements within 30 days after leaving office.

4/11/2025 4 Amend Regulation 18730
1 (5.5) Section 5.5. Statements for Persons Who Resign Prior to Assuming Office. 2 Any person who resigns within 12 months of initial appointment, or within 30 days of the 3 date of notice provided by the filing officer to file an assuming office statement, is not deemed to 4 have assumed office or left office, provided the person did not make or participate in the making 5 of, or use the person's position to influence any decision and did not receive or become entitled 6 to receive any form of payment as a result of the person's appointment. Such persons shall not 7 file either an assuming or leaving office statement.
8 (A) Any person who resigns a position within 30 days of the date of a notice from the 9 filing officer shall do both of the following:
10 (1) File a written resignation with the appointing power; and 11 (2) File a written statement with the filing officer declaring under penalty of perjury that 12 during the period between appointment and resignation the person did not make, participate in 13 the making, or use the position to influence any decision of the agency or receive, or become 14 entitled to receive, any form of payment by virtue of being appointed to the position. 15 (6) Section 6. Contents of and Period Covered by Statements of Economic Interests. 16 (A) Contents of Initial Statements. Initial statements shall disclose any reportable 17 investments, interests in real property and business positions held on the effective date of the 18 code and income received during the 12 months prior to the effective date of the code. 19 (B) Contents of Assuming Office Statements.
20 Assuming office statements shall disclose any reportable investments, interests in real 21 property and business positions held on the date of assuming office or, if subject to State Senate 22 confirmation or appointment, on the date of nomination, and income received during the 12

4/11/2025 5 Amend Regulation 18730
1 months prior to the date of assuming office or the date of being appointed or nominated, 2 respectively.
3 (C) Contents of Annual Statements. Annual statements shall disclose any reportable 4 investments, interests in real property, income and business positions held or received during the 5 previous calendar year provided, however, that the period covered by an employee's first annual 6 statement shall begin on the effective date of the code or the date of assuming office whichever 7 is later, or for a board or commission member subject to Section 87302.6, the day after the 8 closing date of the most recent statement filed by the member pursuant to Regulation 18754. 9 (D) Contents of Leaving Office Statements.
10 Leaving office statements shall disclose reportable investments, interests in real property, 11 income and business positions held or received during the period between the closing date of the 12 last statement filed and the date of leaving office. 13 (7) Section 7. Manner of Reporting.
14 Statements of economic interests shall be made on forms prescribed by the Fair Political 15 Practices Commission and supplied by the agency, and shall contain the following information:
16 (A) Investment and Real Property Disclosure.
17 When an investment or an interest in real property [FN3] is required to be reported, 18 [FN4] the statement shall contain the following:
19 1. A statement of the nature of the investment or interest; 20 2. The name of the business entity in which each investment is held, and a general 21 description of the business activity in which the business entity is engaged; 22 3. The address or other precise location of the real property;

4/11/2025 6 Amend Regulation 18730
1 4. A statement whether the fair market value of the investment or interest in real property 2 equals or exceeds $2,000, exceeds $10,000, exceeds $100,000, or exceeds $1,000,000. 3 (B) Personal Income Disclosure. When personal income is required to be reported, [FN5] 4 the statement shall contain:
5 1. The name and address of each source of income aggregating $500 or more in value, or 6 $50 or more in value if the income was a gift, and a general description of the business activity, 7 if any, of each source;
8 2. A statement whether the aggregate value of income from each source, or in the case of 9 a loan, the highest amount owed to each source, was $1,000 or less, greater than $1,000, greater 10 than $10,000, or greater than $100,000;
11 3. A description of the consideration, if any, for which the income was received; 12 4. In the case of a gift, the name, address and business activity of the donor and any 13 intermediary through which the gift was made; a description of the gift; the amount or value of 14 the gift; and the date on which the gift was received; 15 5. In the case of a loan, the annual interest rate and the security, if any, given for the loan 16 and the term of the loan.
17 (C) Business Entity Income Disclosure. When income of a business entity, including 18 income of a sole proprietorship, is required to be reported, [FN6] the statement shall contain:
19 1. The name, address, and a general description of the business activity of the business 20 entity;
21 2. The name of every person from whom the business entity received payments if the 22 filer's pro rata share of gross receipts from such person was equal to or greater than $10,000.

4/11/2025 7 Amend Regulation 18730
1 (D) Business Position Disclosure. When business positions are required to be reported, a 2 designated employee shall list the name and address of each business entity in which the 3 employee is a director, officer, partner, trustee, employee, or in which the employee holds any 4 position of management, a description of the business activity in which the business entity is 5 engaged, and the designated employee's position with the business entity. 6 (E) Acquisition or Disposal During Reporting Period. In the case of an annual or leaving 7 office statement, if an investment or an interest in real property was partially or wholly acquired 8 or disposed of during the period covered by the statement, the statement shall contain the date of 9 acquisition or disposal.
10 (8) Section 8. Prohibition on Receipt of Honoraria.
11 (A) No member of a state board or commission, and no designated employee of a state or 12 local government agency, shall accept any honorarium from any source, if the member or 13 employee would be required to report the receipt of income or gifts from that source on the 14 member's or employee's statement of economic interests. 15 (B) This section shall not apply to any part-time member of the governing board of any 16 public institution of higher education, unless the member is also an elected official. 17 (C) Subdivisions (a), (b), and (c) of Section 89501 shall apply to the prohibitions in this 18 section.
19 (D) This section shall not limit or prohibit payments, advances, or reimbursements for 20 travel and related lodging and subsistence authorized by Section 89506. 21 (8.1) Section 8.1. Prohibition on Receipt of Gifts in Excess of $590. 22 (A) No member of a state board or commission, and no designated employee of a state or 23 local government agency, shall accept gifts with a total value of more than $590 in a calendar

4/11/2025 8 Amend Regulation 18730
1 year from any single source, if the member or employee would be required to report the receipt 2 of income or gifts from that source on the member's or employee's statement of economic 3 interests.
4 (B) This section shall not apply to any part-time member of the governing board of any 5 public institution of higher education, unless the member is also an elected official. 6 (C) Subdivisions (e), (f), and (g) of Section 89503 shall apply to the prohibitions in this 7 section.
8 (8.2) Section 8.2. Loans to Public Officials.
9 (A) No elected officer of a state or local government agency shall, from the date of the 10 election to office through the date that the officer vacates office, receive a personal loan from 11 any officer, employee, member, or consultant of the state or local government agency in which 12 the elected officer holds office or over which the elected officer's agency has direction and 13 control.
14 (B) No public official who is exempt from the state civil service system pursuant to 15 subdivisions (c), (d), (e), (f), and (g) of Section 4 of Article VII of the Constitution shall, while 16 he or she holds office, receive a personal loan from any officer, employee, member, or consultant 17 of the state or local government agency in which the public official holds office or over which 18 the public official's agency has direction and control. This subdivision shall not apply to loans 19 made to a public official whose duties are solely secretarial, clerical, or manual. 20 (C) No elected officer of a state or local government agency shall, from the date of the 21 election to office through the date that the officer vacates office, receive a personal loan from 22 any person who has a contract with the state or local government agency to which that elected 23 officer has been elected or over which that elected officer's agency has direction and control.

4/11/2025 9 Amend Regulation 18730
1 This subdivision shall not apply to loans made by banks or other financial institutions or to any 2 indebtedness created as part of a retail installment or credit card transaction, if the loan is made 3 or the indebtedness created in the lender's regular course of business on terms available to 4 members of the public without regard to the elected officer's official status. 5 (D) No public official who is exempt from the state civil service system pursuant to 6 subdivisions (c), (d), (e), (f), and (g) of Section 4 of Article VII of the Constitution shall, while 7 the official holds office, receive a personal loan from any person who has a contract with the 8 state or local government agency to which that elected officer has been elected or over which 9 that elected officer's agency has direction and control. This subdivision shall not apply to loans 10 made by banks or other financial institutions or to any indebtedness created as part of a retail 11 installment or credit card transaction, if the loan is made or the indebtedness created in the 12 lender's regular course of business on terms available to members of the public without regard to 13 the elected officer's official status. This subdivision shall not apply to loans made to a public 14 official whose duties are solely secretarial, clerical, or manual. 15 (E) This section shall not apply to the following:
16 1. Loans made to the campaign committee of an elected officer or candidate for elective 17 office.
18 2. Loans made by a public official's spouse, child, parent, grandparent, grandchild, 19 brother, sister, parent-in-law, brother-in-law, sister-in-law, nephew, niece, aunt, uncle, or first 20 cousin, or the spouse of any such persons, provided that the person making the loan is not acting 21 as an agent or intermediary for any person not otherwise exempted under this section. 22 3. Loans from a person which, in the aggregate, do not exceed $500 at any given time.

4/11/2025 10 Amend Regulation 18730
1 4. Loans made, or offered in writing, before January 1, 1998. 9(8.3) Section 8.3. Loan 2 Terms.
3 (A) Except as set forth in subdivision (B), no elected officer of a state or local 4 government agency shall, from the date of the officer's election to office through the date the 5 officer vacates office, receive a personal loan of $500 or more, except when the loan is in writing 6 and clearly states the terms of the loan, including the parties to the loan agreement, date of the 7 loan, amount of the loan, term of the loan, date or dates when payments shall be due on the loan 8 and the amount of the payments, and the rate of interest paid on the loan. 9 (B) This section shall not apply to the following types of loans:
10 1. Loans made to the campaign committee of the elected officer. 11 2. Loans made to the elected officer by his or her spouse, child, parent, grandparent, 12 grandchild, brother, sister, parent-in-law, brother-in-law, sister-in-law, nephew, niece, aunt, 13 uncle, or first cousin, or the spouse of any such person, provided that the person making the loan 14 is not acting as an agent or intermediary for any person not otherwise exempted under this 15 section.
16 3. Loans made, or offered in writing, before January 1, 1998. (C) Nothing in this section 17 shall exempt any person from any other provision of Title 9 of the Government Code. 18 (8.4) Section 8.4. Personal Loans.
19 (A) Except as set forth in subdivision (B), a personal loan received by any designated 20 employee shall become a gift to the designated employee for the purposes of this section in the 21 following circumstances:
22 1. If the loan has a defined date or dates for repayment, when the statute of limitations for 23 filing an action for default has expired.

4/11/2025 11 Amend Regulation 18730
1 2. If the loan has no defined date or dates for repayment, when one year has elapsed from 2 the later of the following:
3 a. The date the loan was made.
4 b. The date the last payment of $100 or more was made on the loan. 5 c. The date upon which the debtor has made payments on the loan aggregating to less 6 than $250 during the previous 12 months.
7 (B) This section shall not apply to the following types of loans:
8 1. A loan made to the campaign committee of an elected officer or a candidate for 9 elective office.
10 2. A loan that would otherwise not be a gift as defined in this title. 11 3. A loan that would otherwise be a gift as set forth under subdivision (A), but on which 12 the creditor has taken reasonable action to collect the balance due. 13 4. A loan that would otherwise be a gift as set forth under subdivision (A), but on which 14 the creditor, based on reasonable business considerations, has not undertaken collection action. 15 Except in a criminal action, a creditor who claims that a loan is not a gift on the basis of this 16 paragraph has the burden of proving that the decision for not taking collection action was based 17 on reasonable business considerations.
18 5. A loan made to a debtor who has filed for bankruptcy and the loan is ultimately 19 discharged in bankruptcy.
20 (C) Nothing in this section shall exempt any person from any other provisions of Title 9 21 of the Government Code.
22 (9) Section 9. Disqualification.

4/11/2025 12 Amend Regulation 18730
1 No designated employee shall make, participate in making, or in any way attempt to use 2 the employee's official position to influence the making of any governmental decision which the 3 employee knows or has reason to know will have a reasonably foreseeable material financial 4 effect, distinguishable from its effect on the public generally, on the official or a member of the 5 official's immediate family or on:
6 (A) Any business entity in which the designated employee has a direct or indirect 7 investment worth $2,000 or more;
8 (B) Any real property in which the designated employee has a direct or indirect interest 9 worth $2,000 or more;
10 (C) Any source of income, other than gifts and other than loans by a commercial lending 11 institution in the regular course of business on terms available to the public without regard to 12 official status, aggregating $500 or more in value provided to, received by or promised to the 13 designated employee within 12 months prior to the time when the decision is made; 14 (D) Any business entity in which the designated employee is a director, officer, partner, 15 trustee, employee, or holds any position of management; or 16 (E) Any donor of, or any intermediary or agent for a donor of, a gift or gifts aggregating 17 $590 or more provided to, received by, or promised to the designated employee within 12 18 months prior to the time when the decision is made.
19 (9.3) Section 9.3. Legally Required Participation.
20 No designated employee shall be prevented from making or participating in the making 21 of any decision to the extent the employee's participation is legally required for the decision to be 22 made. The fact that the vote of a designated employee who is on a voting body is needed to break 23 a tie does not make the employees' participation legally required for purposes of this section.

4/11/2025 13 Amend Regulation 18730
1 (9.5) Section 9.5. Disqualification of State Officers and Employees. 2 In addition to the general disqualification provisions of section 9, no state administrative 3 official shall make, participate in making, or use the official's position to influence any 4 governmental decision directly relating to any contract where the state administrative official 5 knows or has reason to know that any party to the contract is a person with whom the state 6 administrative official, or any member of the official's immediate family has, within 12 months 7 prior to the time when the official action is to be taken:
8 (A) Engaged in a business transaction or transactions on terms not available to members 9 of the public, regarding any investment or interest in real property; or 10 (B) Engaged in a business transaction or transactions on terms not available to members 11 of the public regarding the rendering of goods or services totaling in value $1,000 or more. 12 (10) Section 10. Disclosure of Disqualifying Interest. 13 When a designated employee determines that the employee should not make a 14 governmental decision because the employee has a disqualifying interest in it, the determination 15 not to act may be accompanied by disclosure of the disqualifying interest. 16 (11) Section 11. Assistance of the Commission and Counsel. 17 Any designated employee who is unsure of the duties under this code may request 18 assistance from the Fair Political Practices Commission pursuant to Section 83114 and 19 Regulations 18329 and 18329.5 or from the attorney for the employee's agency, provided that 20 nothing in this section requires the attorney for the agency to issue any formal or informal 21 opinion.
22 (12) Section 12. Violations.

4/11/2025 14 Amend Regulation 18730
1 This code has the force and effect of law. Designated employees violating any provision 2 of this code are subject to the administrative, criminal and civil sanctions provided in the 3 Political 13Reform Act, Sections 81000-91014. In addition, a decision in relation to which a 4 violation of the disqualification provisions of this code or of Section 87100 or 87450 has 5 occurred may be set aside as void pursuant to Section 91003. 6 ___________________
7 1 Designated employees who are required to file statements of economic interests under 8 any other agency's conflict of interest code, or under article 2 for a different 9 jurisdiction, may expand their statement of economic interests to cover reportable 10 interests in both jurisdictions, and file copies of this expanded statement with both 11 entities in lieu of filing separate and distinct statements, provided that each copy of 12 such expanded statement filed in place of an original is signed and verified by the 13 designated employee as if it were an original. See Section 81004. 14 2 See Section 81010 and Regulation 18115 for the duties of filing officers and persons 15 in agencies who make and retain copies of statements and forward the originals to the 16 filing officer.
17 3 For the purpose of disclosure only (not disqualification), an interest in real property 18 does not include the principal residence of the filer. 19 4 Investments and interests in real property which have a fair market value of less than 20 $2,000 are not investments and interests in real property within the meaning of the 21 Political Reform Act. However, investments or interests in real property of an 22 individual include those held by the individual's spouse and dependent children as 23 well as a pro rata share of any investment or interest in real property of any business

4/11/2025 15 Amend Regulation 18730
1 entity or trust in which the individual, spouse and dependent children own, in the 2 aggregate, a direct, indirect or beneficial interest of 10 percent or greater. 3 5 A designated employee's income includes the employee's community property 4 interest in the income of the employee's spouse but does not include salary or 5 reimbursement for expenses received from a state, local or federal government 6 agency.
7 6 Income of a business entity is reportable if the direct, indirect or beneficial interest of 8 the filer and the filer's spouse in the business entity aggregates a 10 percent or greater 9 interest. In addition, the disclosure of persons who are clients or customers of a 10 business entity is required only if the clients or customers are within one of the 11 disclosure categories of the filer.
12 NOTE: Authority cited: Section 83112, Government Code. Reference: Sections 87103(e), 13 87300-87302, 89501, 89502 and 89503, Government Code.

APPENDIX “A”
Designated Positions Disclosure Categories
CITY MANAGER’S DEPARTMENT AND GENERAL ADMINISTRATION
City Council Member 1
City Manager 1
HR/Risk Manager 2, 3, 4, 5
City Attorney 1
Assistant City Attorney 2, 3, 4, 5
Members of the Planning Commission 1
Members of Other City Advisory Commissions 2, 3, 4, 5
CITY CLERK’S DEPARTMENT
General Services Director
City Clerk
Deputy City Manager/City Clerk
Executive Assistant/Deputy City Clerk
2, 3, 4, 5
2, 3, 4, 5

COMMUNITY DEVELOPMENT DEPARTMENT
Community and Economic Development Director 2, 5, 6, 7
Planning Director 2, 5, 6, 7
Associate Planner 2, 5, 6, 7
Senior Planner 2, 5, 6, 7
Building Official 2, 5, 6, 7
Code Enforcement Officer 2, 5, 6, 7

PUBLIC WORKS/ENGINEERING DEPARTMENT
Public Works Director 2, 5, 8, 9
City Engineer 2, 5, 8, 9
Associate Engineer 2, 5, 8, 9
Maintenance Supervisor 2, 5, 8, 9
Maintenance Superintendent 2, 5, 8, 9

FINANCE
Finance Director
Accountant
Sr. Accountant
2, 5, 8, 9
2, 5, 8, 9
2, 5, 8, 9

SENIOR CENTER
Senior Center Coordinator 2, 5, 8, 9

FIRE DEPARTMENT
Fire Chief 2, 3, 4, 5
Deputy Fire Chief 2, 3, 4, 5
Battalion Chief 2, 3, 4, 5
Deputy Fire Marshall 2, 3, 4, 5
Fire Captains 2, 3, 4, 5

CONSULTANTS
Consultant 10

APPENDIX "B"

DISCLOSURE CATEGORIES

1. Disclosure is already required by Government Code Section 87200. No additional disclosure is required by this Code.

2. Reportable interests in real property in the jurisdiction. (Form 700, Schedule B.)

3. Reportable income and business positions. (Form 700, Schedule C).

4. Reportable investments. (Form 700, Schedules A-1 and A-2).

5. Reportable gifts and travel gifts. (Form 700, Schedules D and E).

6. Reportable income and business positions from persons or business entities having an interest in real property in the jurisdiction. (Form 700, Schedule C)

7. Reportable investments in business entities having an interest in real property in the jurisdiction. (Form 700, Schedules A-1 and A-2).

8. Reportable income and business positions from persons or business entities that provide, plan to provide or have provided within two years from the time a statement is required under this Conflict-of-Interest Code, services, supplies, materials or equipment of the type utilized by the City. (Form 700, Schedule C).

9. Reportable investments in business entities that provide, plan to provide or have provided within two years from the time a statement is required under this Conflict-of-Interest Code, services, supplies, materials or equipment of the type utilized by the City. (Form 700, Schedules A-1 and A-2).

10. For consultants who serve in a staff capacity with the City, the consultant shall disclose based on the disclosure categories assigned elsewhere in this code for that staff position. For consultants who do not serve in a staff capacity for the City, the following disclosure categories shall be used:

Persons required to disclose in this category shall disclose pursuant to categories A, B, C and D below unless the City Manager determines in writing that a particular consultant is hired to perform a range of duties that is limited in scope and thus is not required to fully comply with the disclosure requirements in categories A, B, C and D. Such written determination shall include a description of the consultant's duties and, based upon that description, a statement of the extent of disclosure requirements. The City Manager's determination is a public record and

shall be retained for public inspection in the same manner and location as this conflict-of-interest code.

A. Reportable interests in real property in the jurisdiction. (FPPC Form 700, Schedule B.)
B. Reportable income and business positions. (FPPC Form 700, Schedule C).

C. Reportable investments. (FPPC Form 700, Schedules A-1 and A-2.)
D. Reportable gifts and travel gifts. (FPPC Form 700, Schedules D and E)

CITY COUNCIL MEETING
Agenda Report
Agenda Item No. 11.

SUBJECT: Approval of New Job Description
MEETING DATE: September 21, 2026
PREPARED BY: Darlene Gerdes, Deputy City Manager/City Clerk RECOMMENDATION:

That the City Council adopt Resolution No. 2026-59 A Resolution of the City Council of the City of Calimesa, California adopting a new job description for Human Resources/Risk Manager.

BACKGROUND:

The 2026-27 Adopted Budget contains a provision for the addition of a Human Resources/Risk Manger effective on or about December 1, 2026. With the impending retirement of our Deputy City Manager/City Clerk, who also serves as our Human Resources and Risk Manager, there is a need to establish and recruit for a Human Recourses/Risk Manager.

The Authorized positions list was amended to include the new job classification in the 2026-27 Fiscal Year Budget, and a job description has been created for approval with the adoption of Resolution No. 2026-59.

DISCUSSION:

Staff Respectfully requests approval of the Human Resources/Risk Manager job description included as Attachment 2.

FISCAL IMPACT:

ATTACHMENTS:

1. 2026-59 Resolution

2. HR & Risk Manager Job Description (Final)

RESOLUTION NO. 2026-59

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

CALIFORNIA, ADOPTING A NEW JOB DESCRIPTION FOR HUMAN
RESOURCES RISK MANAGER.

WHEREAS, the approved Fiscal Year 2026-27 Budget includes an approval of a Human Resources/Risk Manager Classification; and
WHEREAS, it is necessary for the City Council to adopt a Human Resources/Risk Manager Job Description.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF CALIMESA DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. The Authorized position list for Fiscal Year 2026-27 was amended and approved with the Fiscal Year 2026-27 budget. The Human Resources/Risk Manager job description is attached as Exhibit A for Council approval.

PASSED, APPROVED AND ADOPTED this 21st day of September 2026.

________________________________

JEFF CERVANTEZ, MAYOR
ATTEST:
_____________________________________

DARLENE GERDES, CITY CLERK

City of Calimesa

OFFICE OF HUMAN RESOURCES & RISK MANAGEMENT
HR & Risk Manager Job Description
ITION STATUS:

REGULAR FULL-TIME

DEFINITION
Under the direction of the City Manager, plans, organizes, manages, and oversees the City’s human resources and risk management functions.

DISTINGUISHING CHARACTERISTICS
Performs highly responsible, complex, and confidential work requiring significant independent judgment and decisionmaking; oversees recruitment and onboarding, classification and compensation, benefits and leave administration, employee and labor relations, workers’ compensation, safety, and comprehensive risk management programs; and ensures compliance with applicable laws and regulations while fostering a collaborative, service-oriented workplace culture aligned with the City’s values.

ESSENTIAL JOB FUNCTIONS
• Plan, organize, direct, and evaluate the operations of the Human Resources and Risk Management divisions; establish goals and objectives consistent with City priorities. • Develop, implement, and administer human resources and risk management policies, programs, and procedures in compliance with federal, state, and local laws. • Prepare and administer division budgets; monitor expenditures and allocate resources effectively.
• Direct recruitment, testing, selection, onboarding, and workforce planning activities for all City positions.
• Oversee classification and compensation programs; review and approve classification studies and compensation analyses.
• Administer employee benefits, leave programs, education reimbursement, and performance management systems.
• Advise management on employee and labor relations matters, including investigations, grievances, disciplinary actions, and performance issues; ensure consistent application of personnel policies and memoranda of understanding.
• Serve as the City’s lead negotiator in collective bargaining with represented employee organizations; develop negotiation strategies and proposals in consultation with City management and legal counsel, conduct negotiations on behalf of the City, and coordinate the preparation and implementation of memoranda of understanding. • Serve as the City’s Safety Director; oversee workers’ compensation, safety compliance, and risk mitigation programs.
• Represent the City, or oversee representation, in grievance and disciplinary proceedings. • Serve on the Board of Directors of the City’s risk-sharing Joint Powers Authority (JPA) and act as liaison between the City and the JPA.
• Coordinate with legal counsel on complex personnel, labor, and liability matters. • Maintain secure and confidential personnel and risk management records in accordance with records retention requirements.

HR & RISK MANAGER
Range 349- $9,808 - $12,518 Monthly
DEPARTMENT: CITY MANAGER FLSA STATUS: NON-EXEMPT REPORTS TO: CITY MANAGER

• Plan, assign, supervise, and evaluate staff; provide coaching and professional development; recommend disciplinary action as appropriate.
• Conduct training for management and staff on human resources, safety, and compliance matters. • Interpret and apply City policies, procedures, and regulations. • Perform related duties as assigned.

MINIMUM QUALIFICATIONS
The ideal candidate demonstrates strategic leadership in public sector human resources and risk management, with the ability to implement organizational improvements while fostering a collaborative, compliant, and service-oriented culture
Knowledge of:
• Principles and practices of public sector human resources, including recruitment, classification, compensation, benefits administration, equal employment opportunity, employee relations, workers’ compensation, and safety programs.
• Risk management principles, liability prevention, and claims administration. • Federal, State, and local employment laws and regulations. • Public sector labor relations, collective bargaining principles and practices, negotiation strategies, and memoranda of understanding administration.
• Budget preparation and administration.
• Municipal government operations and organizational management principles. • Research methods, statistical analysis, and data interpretation. • Modern office systems, recordkeeping practices, and relevant HRIS systems. • Effective supervisory and leadership techniques.
• English usage, grammar, and business correspondence standards.

Ability to:
• Develop and implement strategic goals, policies, and operational improvements. • Provide leadership and direction to staff and advise executive management. • Analyze complex personnel and risk issues and recommend sound solutions. • Prepare and administer budgets effectively.
• Conduct investigations and manage sensitive employee relations matters. • Negotiate effectively with represented employee organizations. • Interpret and ensure compliance with applicable laws and regulations. • Prepare clear, concise reports, policies, and presentations. • Maintain strict confidentiality.
• Manage multiple priorities and meet critical deadlines. • Establish and maintain effective working relationships with employees, employee organization representatives, legal counsel, and external partners.
• Represent the City professionally in meetings and public settings. • Utilize data and statistical information to support HR decision-making.

Experience and Education:

Any combination of experience and training that would provide the required knowledge and abilities is qualifying. A typical way to obtain the required knowledge and abilities would be:

Experience

Five (5) years of progressively responsible experience in human resources and risk management within a municipal or comparable public agency setting, including at least three (3) years in a supervisory or management capacity.

Education
Bachelor’s degree from an accredited college or university in human resources, public administration, business administration, or a closely related field.

License and Certificates:

Professional human resources certification is highly desirable; senior-level certification is preferred

Special Requirements:

Possession of a valid California Class C driver’s license and good driving record.

Physical Requirements and Environmental Conditions:

The following outlines the typical physical and mental requirements necessary for an employee to perform the essential duties of this position. Reasonable accommodations may be provided to support individuals with disabilities in carrying out these functions.

Physical Demands:

Work is conducted in an office environment. Some fieldwork may be required. The role requires sufficient mobility to move within a standard office setting, operate typical office equipment, and use a computer. Employees must have adequate vision to read printed materials and computer screens, and sufficient hearing and speech abilities to communicate in person, over the phone, and in group discussions. Manual dexterity is required for entering, accessing, and retrieving data. The position may occasionally involve bending, stooping, kneeling, reaching, and pushing or pulling file drawers.

Employees must be capable of lifting and carrying up to 20 pounds. Required visual abilities include close vision, color perception, the ability to differentiate basic colors and shades, depth perception, and the ability to adjust focus.

Mental Demands:

The position requires regular use of both written and verbal communication skills; the ability to read and interpret complex materials; strong analytical and problem-solving abilities; and the capacity to apply mathematical reasoning. Employees must be able to manage detailed tasks under deadlines, handle multiple assignments simultaneously, work amid interruptions, and interact effectively with City officials, management, coworkers, and the public.

Environmental Conditions
Work is generally performed in a temperature-controlled office environment subject to typical office noise, with some work done outdoors with exposure to traffic, outdoor weather conditions including extreme heat and cold and to wet, and humid conditions. Attendance at night meetings may be required. The role may involve interactions with upset employees, members of the public, or external representatives while explaining or enforcing departmental policies and City regulations.

This job specification should not be interpreted as all-inclusive. It is intended to identify essential functions and requirements of the job. Not all incumbents may perform all duties at all times. However, incumbents must be able to perform essential duties, with or without accommodation for disability at any time while holding this position.