Agenda packet, regular meeting, second session — Citrus Heights City Council Meetings, September 10, 2025

CITY OF CITRUS HEIGHTS

CITY COUNCIL
Special and Regular Meetings of Wednesday, September 10, 2025 City Hall Council Chambers 6360 Fountain Square Drive, Citrus Heights, CA 5:00 PM SPECIAL MEETING
6:00 PM REGULAR MEETING
HOW TO PARTICIPATE:

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

The Council may take up any agenda item at any time, regardless of the order listed. If you wish to address the Council during the meeting, please fill out a Speaker Identification Sheet and give it to the City Clerk. When you are called upon to speak, step forward to the podium and state your name for the record. Normally speakers are limited to five minutes each with 30 minutes being allowed for all comments. Any public comments beyond the initial 30 minutes may be heard at the conclusion of the agenda. The Mayor has the discretion to lengthen or shorted the allotted times.

Alternatively, you may submit your comment by 4:00 p.m. on the meeting day by completion of an online Speaker Card at https://www.citrusheights.net/FormCenter/City -Council-Meetings-Speaker- Card-30. Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

Any writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection during normal business hours at City Hall, located at 6360 Fountain Square Drive. Audio / Visual presentation material must be provided to the City Clerk's Office at least 48 hours prior to the meeting. Email subscriptions of the agenda are available online by signing up with the City's Notify Me service.

If you need a disability-related modification or accommodation, to participate in this meeting, please contact the City Clerk ’s Office 916-725-2448, [email protected], or City Hall 6360 Fountain Square Drive at least 48 hours prior to the meeting. TDD: California Relay Service 7-1-1.

September 10, 2025 City Council Agenda Packet
09-10-25 SPECIAL AND REGULAR COUNCIL AGENDA PACKET.PDF

CALL SPECIAL MEETING TO ORDER

1. Roll Call: Council Members: Middleton, Nelson, Schaefer, Lopez - Taff, Karpinski - Costa

PUBLIC COMMENT

CLOSED SESSION

2. THREAT TO PUBLIC SERVICES OR FACILITIES
Pursuant to Government Code Section 54957

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Middleton, Nelson, Schaefer, Lopez - Taff, Karpinski - Costa

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Presentation By Sacramento County On The Homeless Regional Collaboration Model

5. Proclamation Of The City Of Citrus Heights Proclaiming September 14-20, 2025, As “National Forensic Science Week ”

6. Proclamation Of The City Of Citrus Heights Proclaiming September 18, 2025 As “Find The Good Day”

7. Presentation By The Homeless Assistance Resource Team (HART) On Their Fiscal Year 2024/2025 Nonprofit Community Support Grant

PUBLIC COMMENT
Members of the public are entitled to address the City Council concerning any item within the City Council ’s subject matter jurisdiction. Pursuant to the Brown Act, the City Council is prohibited from discussing or acting on any item raised during “Public Comment ” not appearing on the posted agenda.

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

8. SUBJECT: Sylvan Community Center Rental Fee Schedule Update STAFF REPORT: R. Cave / J. Andrews
RECOMMENDATION: Adopt Resolution No. 2025-___, A Resolution of the City Council of the City of Citrus Heights, California, Approving Updates to the Sylvan Community Center Rental Fee Schedule and Use Policy

9. SUBJECT: Economic Development Support Fund Allocation For Annual Agreement With The Greater Sacramento Economic Council (GSEC)
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2025-____, A Resolution of the City Council of the City of Citrus Heights Approving an Agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $34,222 for Fiscal Year 2025-2026

10. SUBJECT: Banking Services Request For Proposals
STAFF REPORT: S. Talwar / A. Preciado

PUBLIC HEARINGS

11. SUBJECT: Grocery Outlet – 5409 Sunrise Boulevard – Request For Letter Of Public Convenience And Necessity (PLN-25-13)
STAFF REPORT: C. Kempenaar / A. Bermudez
RECOMMENDATION: Approve the Letter of Public Convenience and Necessity to allow the issuance of a Type 21 alcohol license for the sale of beer/wine for the Grocery Outlet opening at 5409 Sunrise Boulevard

REGULAR CALENDAR

12. SUBJECT: Allocation Of Non-Profit Community Support Fund – Fiscal Year 2025/2026
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2025-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving Non-Profit Community Support Fund Allocations for Fiscal Year 2025/2026

13. SUBJECT: Designation Of Voting Delegate And Alternate(S) For The League Of California Cities Annual Conference
STAFF REPORT: A. Van / D. Jones
RECOMMENDATION: Move to designate a voting delegate and up to two alternates to participate at the Annual Business Meeting on October 10, 2025 during the League of California Cities (Cal Cities) Annual Conference

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

CITY OF CITRUS HEIGHTS

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

September 10, 2025 City Council Agenda Packet
09-10-25 SPECIAL AND REGULAR COUNCIL AGENDA PACKET.PDF

CALL SPECIAL MEETING TO ORDER

1. Roll Call: Council Members: Middleton, Nelson, Schaefer, Lopez - Taff, Karpinski - Costa

PUBLIC COMMENT

CLOSED SESSION

2. THREAT TO PUBLIC SERVICES OR FACILITIES
Pursuant to Government Code Section 54957

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Middleton, Nelson, Schaefer, Lopez - Taff, Karpinski - Costa

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Presentation By Sacramento County On The Homeless Regional Collaboration Model

5. Proclamation Of The City Of Citrus Heights Proclaiming September 14-20, 2025, As “National Forensic Science Week ”

6. Proclamation Of The City Of Citrus Heights Proclaiming September 18, 2025 As “Find The Good Day”

7. Presentation By The Homeless Assistance Resource Team (HART) On Their Fiscal Year 2024/2025 Nonprofit Community Support Grant

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

10. SUBJECT: Banking Services Request For Proposals
STAFF REPORT: S. Talwar / A. Preciado

PUBLIC HEARINGS

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

CITY OF CITRUS HEIGHTS

The City of Citrus Heights welcomes your interest and involvement in the City’s legislative process.

September 10, 2025 City Council Agenda Packet
09-10-25 SPECIAL AND REGULAR COUNCIL AGENDA PACKET.PDF

CALL SPECIAL MEETING TO ORDER

1. Roll Call: Council Members: Middleton, Nelson, Schaefer, Lopez - Taff, Karpinski - Costa

PUBLIC COMMENT

CLOSED SESSION

2. THREAT TO PUBLIC SERVICES OR FACILITIES
Pursuant to Government Code Section 54957

REPORT OUT OF CLOSED SESSION

ADJOURNMENT

CALL REGULAR MEETING TO ORDER

1. Flag Salute

2. Roll Call: Council Members: Middleton, Nelson, Schaefer, Lopez - Taff, Karpinski - Costa

3. Video Statement

APPROVAL OF AGENDA

PRESENTATIONS

4. Presentation By Sacramento County On The Homeless Regional Collaboration Model

5. Proclamation Of The City Of Citrus Heights Proclaiming September 14-20, 2025, As “National Forensic Science Week ”

6. Proclamation Of The City Of Citrus Heights Proclaiming September 18, 2025 As “Find The Good Day”

7. Presentation By The Homeless Assistance Resource Team (HART) On Their Fiscal Year 2024/2025 Nonprofit Community Support Grant

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

CONSENT CALENDAR
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

10. SUBJECT: Banking Services Request For Proposals
STAFF REPORT: S. Talwar / A. Preciado

PUBLIC HEARINGS

REGULAR CALENDAR

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Documents:

Printed on Recycled Paper
City Council meetings take place in
the City Hall Council Chambers.

Dr. Jayna Karpinski-Costa , Mayor
MariJane Lopez-Taff, Vice Mayor
Porsche Middleton, Council Member
Kelsey Nelson, Council Member
Tim Schaefer, Council Member

CITY OF CITRUS HEIGHTS

CITY COUNCIL
Special and Regular Meetings of Wednesday, September 10, 2025 City Hall Council Chambers, 6360 Fountain Square Dr., Citrus Heights, CA Special Meeting 5:00 p.m.

Regular Meeting 6:00 p.m.

HO
W TO PARTICIPATE:

T
he City of Citrus Heights welcomes your interest and involvement in the City’s legislative process. The Council may take up any agenda item at any time, regardless of the order listed. If you wish to address the Council during the meeting, please fill out a Speaker Identification Sheet and give it to the City Clerk. When you are called upon to speak, step forward to the podium and state your name for the record. Normally, speakers are limited to five minutes each with 30 minutes being allowed for all comments. Any public comments beyond the initial 30 minutes may be heard at the conclusion of the agenda. The Mayor has the discretion to lengthen or shorten the allotted times. Alternatively, you may submit your comment by 4:00 p.m. on the meeting day by completion of an online Speaker Card at https://www.citrusheights.net/FormCenter/City-Council-Meetings-Speaker-Card-30. Written public comments shall be limited to 250 words or less. Each comment will be read aloud by the City Clerk.

A
ny writings or documents provided to a majority of the City Council regarding any item on this agenda will be made available for public inspection during normal business hours at City Hall, located at 6360 Fountain Square Drive. Audio/Visual presentation material must be provided to the City Clerk’s Office at least 48 hours prior to the meeting. Email subscriptions of the agenda are available online by signing up with the City’s Notify Me service.

T
he City provides three ways to watch a City Council meeting.

IN PERSON ONLINE ON TELEVISION
I
f you need a disability-related modification or accommodation, to participate in this meeting, please contact the City Clerk’s Office 916-725-2448, [email protected], or City Hall 6360 Fountain Square Drive at least 48 hours prior to the meeting. TDD: California Relay Service 7-1-1.

September 5, 2025
_______________________
Amy Van, City Clerk
Watch the livestream and replay past
meetings on the City website.

Watch live and replays of meetings
on Sac Metro Cable, Channel 14.

Agenda Packet Page #1
Citrus Heights City Council Wednesday, September 10, 2025 P
age 2 of 4
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SPECIAL CITY COUNCIL MEETING
5:00 PM
CAL

L SPECIAL MEETING TO ORDER

1. Ro
ll Call: Council Members: Middleton, Nelson, Schaefer, Lopez-Taff, Karpinski-Costa P

UBLIC COMMENT
C

LOSED SESSION

2. T

HREAT TO PUBLIC SERVICES OR FACILITIES
Pursuant to Government Code Section 54957
R

EPORT OUT OF CLOSED SESSION
ADJ

OURNMENT
CAL

L REGULAR MEETING TO ORDER
1 . Flag Salute

2. Ro
ll Call: Council Members: Middleton, Nelson, Schaefer, Lopez-Taff, Karpinski-Costa

3. V
ideo Statement
AP

PROVAL OF AGENDA
P

RESENTATIONS
4 . Presentation by Sacramento County on the Homeless Regional Collaboration Model

5. P
roclamation of the City of Citrus Heights Proclaiming September 14-20, 2025, as “National Forensic Science Week”

6. P
roclamation of the City of Citrus Heights Proclaiming September 18, 2025 as “Find the Good Day”
7 . Presentation by the Homeless Assistance Resource Team (HART) on their Fiscal Year 2024/2025 Nonprofit Community Support Grant

REGULAR CITY COUNCIL MEETING
6:00 PM
Agenda Packet Page #2
Citrus Heights City Council Wednesday, September 10, 2025

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PUBLIC COMMENT
Members of the public are entitled to address the City Council concerning any item within the City Council’s subject matter jurisdiction. Pursuant to the Brown Act, the City Council is prohibited from discussing or acting on any item raised during “Public Comment” not appearing on the posted agenda.

COMMENTS BY COUNCIL MEMBERS AND REGIONAL BOARD UPDATES

CONSENT CALENDAR (Estimated Start Time 7:00 p.m.)
It is recommended that all consent items be acted on simultaneously unless separate discussion and/or action are requested by a Council Member.

9. SUBJECT: Economic Development Support Fund Allocation for Annual Agreement with the Greater Sacramento Economic Council (GSEC)
STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2025-____, A Resolution of the City Council of the City of Citrus Heights Approving an Agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $34,222 for Fiscal Year 2025- 2026

10. SUBJECT: Banking Services Request for Proposals
STAFF REPORT: S. Talwar / A. Preciado

PUBLIC HEARING (Estimated Start Time 7:05 p.m.)

11. SUBJECT: Grocery Outlet – 5409 Sunrise Boulevard – Request for Letter of Public Convenience and Necessity (PLN-25-13)
STAFF REPORT: C. Kempenaar / A. Bermudez
RECOMMENDATION: Approve the Letter of Public Convenience and Necessity to allow the issuance of a Type 21 alcohol license for the sale of beer/wine for the Grocery Outlet opening at 5409 Sunrise Boulevard

REGULAR CALENDAR (Estimated Start Time 7:15 p.m.)

12. SUBJECT: Allocation of Non-Profit Community Support Fund – Fiscal Year 2025/2026 STAFF REPORT: M. Huber
RECOMMENDATION: Adopt Resolution No. 2025-___ A Resolution of the City Council of the City of Citrus Heights, California, Approving Non-Profit Community Support Fund Allocations for Fiscal Year 2025/2026

13. SUBJECT: Designation of Voting Delegate and Alternate(s) for the League of California Cities Annual Conference
STAFF REPORT: A. Van / D. Jones
Agenda Packet Page #3
Citrus Heights City Council Wednesday, September 10, 2025

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RECOMMENDATION: Move to designate a voting delegate and up to two alternates to participate at the Annual Business Meeting on October 10, 2025 during the League of California Cities (Cal Cities) Annual Conference

DEPARTMENT REPORTS

CITY MANAGER ITEMS

ITEMS REQUESTED BY COUNCIL MEMBERS / FUTURE AGENDA ITEMS

ADJOURNMENT
Agenda Packet Page #4
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE: September 10, 2025
TO: M
ayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Regina Cave, General Services Director
Jessica Andrews, Events and Community Center Supervisor SU
BJECT: Sylvan Community Center Rental Fee Schedule Update Su
mmary and Recommendation
The Sylvan Center was constructed in 2012 as a community clubhouse intended to provide affordable meeting and event space for local Citrus Heights service clubs and residents. Since initial establishment of the rates, costs for operations, maintenance and replacement have increased dramatically, resulting in substantial General Fund subsidies to maintain and operate the facility. Additionally, the rates have remained relatively flat since establishment with only modest annual consumer price index (CPI) adjustments imposed only in recent years.

St
aff recommends the City Council adopt the following resolution:

1. Resolution No. 2025-_____ A Resolution of the City Council of the City of Citrus Heights, California, Approving Updates to the Sylvan Community Center Rental Fee Schedule and Use Policy
City Council Strategic Goal/Objective
This item aligns with the following Citrus Heights City Council Strategic Objectives:

Goal
: Maintain and Enhance Fiscal Stability While Supporting Operational Excellence Objective: Evaluate existing use and conduct market analysis for the Sylvan Center and report back to City Council on recommendations to help increase revenues to cover operational and capital replacement expenses.

Fi
scal Impact
Th
is recommended action results in no fiscal impact to the General Fund but rather intends to increase revenues to support existing operation and maintenance budgets specifically for the Sylvan Center.

ITEM 8
Agenda Packet Page #5
Subject: Sylvan Community Center – Rental Fee Schedule Update Date: September 10, 2025

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Background and Analysis
In 2012, the City constructed the Sylvan Community Center (Sylvan Center) located at 7521 Community Drive. The facility was built three years following construction of the Citrus Heights Event Center. At the time Sylvan Center was built, the intent was to provide an affordable venue for the local Citrus Heights based service clubs to hold their regular meetings, as well as provide an affordable venue for single use events, such as baby or bridal showers.

Prior to the facility’s opening and while construction was still under way, in May 2012 City Council approved an initial use agreement and the following rental rate structure:

CH Annual
Subscriber
Non-CH Annual
Subscriber
On-Time User
Deposit $50
(held for one year)
$50
(held for one year)
$50
Rental Fee $75 (annual) $200 (annual) $85
Total $125 for one year $250 for one year $135

In June 2015, following several years of rentals and operations of the facility, staff presented recommendations to the City Council to increase rates for both the annual subscriber as well as one-time users. At that time, City Council voted not to increase the rental fees, however, directed staff to increase the deposit rates for all user categories. In 2017, the City updated its master fee schedule which incorporated an annual consumer price index adjustment (CPI) adjustment. The fees for both Sylvan and Citrus Heights Event Center were included in the master fee schedule update, and the annual subscriber categories were consolidated, allowing non-Citrus Heights based groups the same benefit. In 2022, as part of the City’s fee schedule update, the deposits for the Sylvan Center were increased to $500, similarly to the Citrus Heights Event Center, to help minimize cleaning and damages. The table below reflects Sylvan’s current rates:

Annual Subscriber On-Time User
Deposit $500 (held for one year) $500
Rental Fee $88
(for one year of uses, plus
insurance generally $87-$122 for
the year)
$99
(total which includes fee for use and
event insurance of $87)
Total $588 $599

The annual subscribers presently include local Citrus Heights based service clubs as well as non- Citrus Heights based clubs, and their allowed number of uses is limited only to availability of the facility. In 2023 and 2024, the facility began experiencing a significant increase in use by subscribers as well as on-time users, likely to be attributed to the exceptional affordability of the facility. With the Sylvan Center’s use model relying on an honor system as the facility is not monitored daily, annual subscribers began expressing concern of the increased use, and wear and tear on the facility in between bi-weekly custodian services. In early 2025, staff decided to temporarily pause on issuing single-use rentals of the Sylvan Center to help reduce demand and ITEM 8
Agenda Packet Page #6
Subject: Sylvan Community Center – Rental Fee Schedule Update Date: September 10, 2025

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improve user experience for the annual subscribers. In March 2025, City Council established an objective for staff to conduct a market analysis and make recommendations to adjust the rental rates accordingly.

In July 2025, staff met with the Council Finance Committee to discuss the history and use of the building, review current service club uses, single use demands, and market comparisons. The attached table provides an overview of rates and amenities of comparable publicly owned facilities in the region used to conduct the market rate analysis. Upon review of comparable facilities and rates, and the desire to keep the facility affordable and accessible to Citrus Heights- based service clubs, the following are recommended parameters and rental rates, subject to an annual PCI adjustment consistent with the City’s master fee schedule:

1) Grandfather in Citrus Heights based service clubs:
a. Limit to Residents Empowerment Association of Citrus Heights (REACH) and the Neighborhood Area groups under the REACH non-profit umbrella; Citrus Heights Women’s Club; Citrus Heights Arts; and Daughters of the American Revolution.
b. Increase rate from $88 annual fee to $100 annual fee (plus insurance and deposit). c. Limit use to a maximum of 12 four-hour events per year, with a maximum of one event per month. Additional time requested by vested groups will be charged at a rate of $22.50 per hour, billed in whole hours, with no minimum if time is an extension to a pre-scheduled four-hour event. However, for additional events/uses, impose a four-hour minimum.
2) For other existing annual subscriber groups, in order to receive the same benefit as the vested groups referenced above, they must meet the following criteria:
a. Hold a 501(c)3 with a Citrus Heights physical address (will not accept a PO Box) b. Provide proof of meeting a minimum of 75% Citrus Heights based membership c. Must demonstrate a direct benefit to the Citrus Heights community beyond participation of members. Benefit may include but not be limited to, fundraising for community benefit, active role and supporter of the Citrus Heights Police Activities League or the Citrus Heights holiday cheer program, or other on-going community support and fundraising efforts. Documentation proving benefit must be provided.
3) All other users of the facility who do not meet the non-profit community support parameters listed above will be treated as one-time users. Rates for one-time users will be increased to $45 per hour, four-hour minimum, plus insurance and deposit.

Deposit rates will remain at $500, for both annual non-profit users as well as one-time users.

Along with modifications to the rental rates, facilities and event center staff will be increasing attention to the Sylvan Center of up to 4 days per week to improve monitoring of the facility and stocking of necessary supplies. With use of the facility, renters are expected to clean up after each use and remove all necessary belongings. The proposed rates will go into effect for all rental requests occurring on or after January 1, 2026. As part of the approved budget for Fiscal Year 2025/2026, staff are preparing for interior upgrades to the Sylvan Center, including flooring, lighting, window repairs, painting, storage reconfigurations, new table and chairs. To ITEM 8
Agenda Packet Page #7
Subject: Sylvan Community Center – Rental Fee Schedule Update Date: September 10, 2025

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perform these enhancements, the Sylvan Center will be unavailable for use from January 1- March 31, 2026. Any grandfathered-in service clubs will be accommodated at the City’s other facilities, following the same parameters and restrictions outlined above.

Attachments

1. Resolution No. 2025-_____ A Resolution of the City Council of the City of Citrus Heights, California, Approving Updates to the Sylvan Community Center Rental Fee Schedule and Use Policy

2. Sylvan Community Center Rental Facility Comparisons
ITEM 8
Agenda Packet Page #8

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RESOLUTION NO. 2025-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS,

CALIFORNIA, APPROVING UPDATES TO THE SYLVAN COMMUNITY CENTER

RENTAL FEE SCHEDULE AND USE POLICY

WHEREAS, the City owns and operates various facilities available for residents, clubs and businesses to use for meetings and events; and

WHEREAS, as a public agency, it is paramount to ensure responsible fiscal management and sustainability of the City’s assets and public infrastructure, including buildings, campuses and public gathering space; and

WHEREAS, the Sylvan Community Center has provided an affordable venue for Citrus Heights centric Service Clubs since 2012; and

WHEREAS, in order to sustain the Sylvan Community Center as a venue for recurring use and strive for a cost-neutral operating budget and capital replacement schedule, it is necessary to update the use policy and rental structure ensure users are paying a fair and equitable rate; and

WHEREAS, following review of existing users, regional comparisons of similar venues, and reflecting upon the original intent of the buildings use, staff have proposed reasonable adjustments and policy revisions at various levels and applicable to all users; and

WHEREAS, the proposed rate increases and use parameters will be in effect for all scheduled events held on or after January 1, 2026, with an annual CPI adjustment effective January 2027.

501(c)3 Service Club
Annual Subscriber
On-Time User
Deposit $500 (held for one year) $500 per reserved event Rental Fee
and Hourly
Rates
$100 per year - provides for up to 12
four-hour uses, maximum once per
month, plus insurance generally
$87-$122 for the year).

Additional time billed at $22.50 per hour,
four-hour minimum for additional events,
no minimum for extension on annual
allotments.
$45 per hour, four-hour minimum per
event, plus event insurance

NOW, THEREFORE, BE IT RESOLVED AND ORDERED by the City Council of the City of Citrus Heights, that the rental rates and use policy amendments for the Sylvan Community Center is hereby approved and put into effect starting January 1, 2026.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10 th day of September, 2025 by the following vote, to wit:

ITEM 8
Agenda Packet Page #9

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AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski- Costa, Mayor
ATTEST:

_________________________________
Amy Van, City Clerk
ITEM 8
Agenda Packet Page #10

SYLVAN COMMUNITY CENTER - LOCAL MARKET COMPARISON
Facility Time min Rental Cost
(per hour) Capacity Deposit Set Up Square
feet
Sylvan Community
Center
2 hour min /
8 hour max
$11-$88
flat fee 50 $500
Tables and Chairs
Included. No set up or
break down
1200
Crosswoods (SRPD) 4 hours $95 60
$250/hour
($350 if alcohol served,
plus security costs)

Tables/Chairs and Set
up Clean up w FA 1107
Foothill Community
Center (SRPD) 4 hours $115 120
$250/hour
($350 if alcohol served,
plus security costs)

Tables/Chairs and Set
up Clean up w FA 1953
Rocklin Community
Center- Springview
Hall
3 hours weekdays /
6 hour weekends $100 128 $500
Tables/Chairs, Set up
Clean up/ small sound
system/projector screen
1500
RG Smith Room -
Folsom
4 hour weekdays /
8 hour weekend $56 50 $300 Tables and Chairs, Set
up and Clean up 1000
East Flex (CHEC) 2 hours $140 50 $400 Tables and Chairs. Set up and Clean up 1400
Senior Center
(CHEC) 2 hours $134 72 $200 Tables and Chairs 1075
South A (CHEC) 4 hours $94 60 $300 Tables and Chairs, Set up and Clean Up 1350
Sunrise Patio Room
(SRD) 4 hours $115 120
$250/hour
($350 if alcohol served,
plus security costs)
Tables and Chairs 1900
Sunrise Recreation & Park Distrct (SRPD)
Citrus Heights Event Center (CHEC)
ITEM 8
Agenda Packet Page #11
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CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE
: September 10, 2025
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Meghan Huber, Economic Development & Community Engagement Director
SU
BJECT: Economic Development Support Fund Allocation for Annual Agreement with the Greater Sacramento Economic Council (GSEC) Su
mmary and Recommendation
The
City’s Economic Development Support Fund – Part I provides grants and sponsorships to businesses, business associations, and economic development-related organizations for events, marketing, promotions, studies to further economic development, and other economic development-related activities that promote the program goals. Per the program, applications are received continuously and require City Council approval.

Gr
eater Sacramento Area Economic Council (GSEC) is a regional economic development organization and public-private partnership of prominent regional businesses and local governments to build and retain a diversified and sustainable economy in the six-county Sacramento Region. Citrus Heights has historically participated via annual membership utilizing the Economic Development Support Fund.

Sta
ff recommends the City Council adopt Resolution No. 2025-____, A Resolution of the City Council of the City of Citrus Heights approving an agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $34,222 for Fiscal Year 2025-2026.

Fi
scal Impact
Th
e fiscal impact of the agreement with GSEC is $34,222, which was forecasted in the adopted FY 25/26 budget for the Economic Development & Community Engagement Community Support funding.

ITEM 9
Agenda Packet Page #12
Subject: Economic Development Support Fund allocation for Annual Agreement with the Greater Sacramento Economic Council
Date: September 10, 2025

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Background and Analysis

The Greater Sacramento Economic Council (GSEC) is the Sacramento region’s lead economic development organization, focused on strengthening job-creating capacity and advancing the region’s brand as California’s best and easiest place to do business. Funded by both public and private partners, including the City of Citrus Heights, GSEC brings together jurisdictions and business leaders to attract and retain investment.

As a participating jurisdiction, Citrus Heights receives representation on the GSEC Board of Directors as well as the Economic Development Directors Taskforce (EDDT). Membership also provides access to regional research and data, participation in business development activities and GSEC events, and direct involvement in shaping marketing strategies and competitiveness efforts for the region.

Citrus Heights has realized significant benefits from this partnership. The City has gained access to high-value economic and real estate data, one-on-one engagement with GSEC staff, and the opportunity to influence GSEC’s marketing strategy in ways that complement the City’s own campaigns. Ongoing participation in the EDDT and its Business Climate Subcommittee has also allowed Citrus Heights to collaborate with regional peers on improving permitting processes and addressing shared economic development challenges. Beyond these tangible benefits, GSEC provides invaluable networking with business and financial leaders, as well as regional alignment on strategies that would be difficult for any single jurisdiction to advance on its own.

Since its creation in 2015, Citrus Heights has been a valued member of GSEC, and the partnership has strengthened both the City’s economic development efforts and the region’s collective ability to market and support Greater Sacramento as a competitive destination for business and investment.

Attachments

(1) Resolution No. 2025-__: A Resolution of the City Council of the City of Citrus Heights approving an agreement between the Greater Sacramento Economic Council and the City of Citrus Heights not exceeding $34,222 for FY 2025-2026.

(2) Greater Sacramento Economic Council Agreement
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Agenda Packet Page #13
Printed on Recycled Paper
RESOLUTION NO. 2025- ___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS, CALIFORNIA,

APPROVING THE AGREEMENT BETWEEN THE GREATER SACRAMENTO ECONOMIC COUNCIL AND THE CITY OF CITRUS HEIGHTS IN AN AMOUNT NOT TO EXCEED $34,222 FOR FISCAL YEAR 2025-2026

WHEREAS, Greater Sacramento Economic Council is a regional economic development organization working through a public -private partnership of local businesses and governments to retain, attract, grow, and create sustainable business and industry clusters in the six- county Sacramento Region; and

WHEREAS, the City of Citrus Heights has been an active member of the Greater Sacramento Economic Council since 2015; and

WHEREAS, the City of Citrus Heights desires to renew its membership with the Greater Sacramento Economic Council.

NOW THEREFORE BE IT RESOLVED AND ORDERED the City Manager is authorized to execute an agreement between the Greater Sacramento Economic Council and the City of Citrus Heights in an amount not to exceed $34,222 for Fiscal Year 2025-2026, subject to the terms agreed upon by the City Manager and City Attorney.

The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10th day of September 2025 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski-Costa, Mayor

ATTEST:

Amy Van, City Clerk

ITEM 9
Agenda Packet Page #14

1 ECONOMIC DEVELOPMENT AGREEMENT BETWEEN

THE GREATER SACRAMENTO ECONOMIC COUNCIL

AND THE CITY OF CITRUS HEIGHTS
This Economic Development Agreement (“Agreement”) is entered into by and between the City of Citrus Heights , a California municipality (the “ Public Jurisdiction ”), and the Greater Sacramento Area Economic Council (“ Greater Sacramento ”), a California non -profit corporation (each a “ Party” and collectively referred to as the “ Parties”). The Agreement shall be effective (“ Effective Date ”) upon signature of both Parties.

WHEREAS, the Parties acknowledge and agree that any previous contract relating to the subject matter herein is terminated and replaced with this Agreement.

NOW, THEREFORE, in consideration of the mutual promises contained herein, the Public Jurisdiction and Greater Sacramento agree as follows:

I. RESPONSIBILITIES OF GREATER SACRAMENTO
A. MISSION: Greater Sacramento is an economic development organization working through a public-private partnership of local businesses and governments to retain, attract, grow, and create sustainable businesses in the six -county Sacramento Region, including El Dorado, Placer, Sacramento, Sutter, Yolo, and Yuba Counties and the 23 cities therein.

B. GOALS: Greater Sacramento is guided by and strategically focused on the following specific long-range goals:

1. Develop and utilize in -depth data and analytics to guide strategic economic development efforts and improve the region’s competitive position.

2. Strategically market the region to generate qualified company prospects in targeted economic clusters.

3. Leverage public and private partners and resources to locate qualified prospects.

C. RETENTION AND EXPANSION POLICY:

1. Greater Sacramento’s primary role is developing the Sacramento Region’s market intelligence strategy for high -wage, base industry clusters in coordination with representatives of local communities.

2. Both Parties understand that retention and expansion of existing businesses within communities is primarily a local issue, but Greater Sacramento will confidentially assist local leaders on these projects.

3. Greater Sacramento will support communities’ efforts to retain and expand existing businesses through coordinating regional support and providing research on key retention and expansion projects, as requested by the local community.

4. Greater Sacramento will advise communities when an existing company contacts Greater Sacramento regarding a retention or expansion issue, subject to any legal and/or contractual non-disclosure obligations.

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2 D. ACTION PLANS: In accordance with the Mission, Goals, and Retention and Expansion Policy set forth above and subject to the availability of adequate funding, Greater Sacramento shall implement strategic action plans adopted by its Board of Directors and Economic Develo pment Directors Taskforce (EDDT). The Public Jurisdiction shall be entitled to provide input on these action plans through its participation in these advisory groups as specified in Sections III.A. and III.B. of this Agreement. The Public Jurisdiction acknowledges and agrees that Greater Sacramento may, in its reasonable judgment in accordance with its own practices and procedures, substitute, change, reschedule, cancel, or defer certain activities as required by a result of changing market con ditions, funding availability, or other circumstances beyond Greater Sacramento’s reasonable control.

E. PERFORMANCE TARGETS : Specific performance targets shall be established by Greater Sacramento’s Board of Directors and shall be used to evaluate and report progress on Greater Sacramento’s implementation of strategic action plans. Greater Sacramento will provide regular repo rts to the Public Jurisdiction detailing its progress in implementing such plans. As required by a result of changing market conditions, funding availability, or other circumstances beyond Greater Sacramento’s reasonable control, these p erformance targets may be revised with the approval of the Board of Directors or a majority of the designated members of Greater Sacramento’s EDDT.

F. ECONOMIC DEVELOPMENT DIRECTORS TASKFORCE (EDDT) : Greater Sacramento will organize and lead the Economic Development Directors Taskforce (EDDT), which will develop and follow set protocol for issues such as: business attraction, retention, and expansion; external marketing and communications; and perm itting streamlining. The Public Jurisdiction may appoint one representative to the taskforce as outlined in Section III.B. of this Agreement.

II. RESPONSIBILITIES OF THE PUBLIC JURISDICTION
A. STAFF SUPPORT OF GREATER SACRAMENTO’S EFFORTS: The Public Jurisdiction shall provide staff support to Greater Sacramento’s economic development efforts as follows:

1. The Public Jurisdiction shall respond to leads or prospects referred by Greater Sacramento in a professional manner within the time frame specified by the lead or prospect if the Public Jurisdiction desires to compete and if the lead is appropriate for the Public Jurisdiction. When possible, the Public Jurisdiction agrees to provide its response in the format developed jointly by Greater Sacramento and the EDDT.

2. The Public Jurisdiction shall provide appropriate local hospitality, tours, and briefings for prospects visiting sites in the Public Jurisdiction.

3. The Public Jurisdiction shall provide an official economic development representative to represent the Public Jurisdiction on the EDDT, which advises Greater Sacramento’s President & CEO.

4. The Public Jurisdiction shall cooperate in the implementation of Greater Sacramento/EDDT process improvement recommendations including presentation formats, exchange of information on prospects with Greater Sacramento staff, use ITEM 9
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3 of shared data systems, land and building databases, and private sector real estate industry interfaces.

5. The Public Jurisdiction shall use its best efforts to respond to special requests by Greater Sacramento for specific information about the Public Jurisdiction within the time frame specified in such request.

6. In order to enable Greater Sacramento to be more sensitive and responsive to the Public Jurisdiction’s requirements, the Public Jurisdiction shall, at its sole option, deliver to Greater Sacramento copies of any economic development strategies approved by the Public Jurisdiction, work plans, programs, and evaluation criteria.

Greater Sacramento shall not disclose the information to outside parties.

7. The Public Jurisdiction shall use its best efforts to cause an economic development professional representing the Public Jurisdiction to attend all marketing events and other functions to which the Public Jurisdiction has committed itself.

8. The Public Jurisdiction agrees to work with Greater Sacramento to improve the Public Jurisdiction’s competitiveness and market readiness to support the growth and expansion of targeted industries.

B. RECOGNITION OF GREATER SACRAMENTO: The Public Jurisdiction agrees to recognize Greater Sacramento as the Public Jurisdiction’s officially designated regional economic development organization.

III. ADDITIONAL AGREEMENTS OF THE PARTIES
A. BOARD OF DIRECTORS REPRESENTATION: The Public Jurisdiction shall have a single voting representative on the Greater Sacramento Board of Directors so long as such Director will not cause Greater Sacramento to exceed the maximum number of authorized Directors. The Director under this paragra ph shall be the highest -ranking non -elected official with the Public Jurisdiction. This highest -ranking non -elected official shall be permitted to delegate his or her position as Director to the highest -ranking elected official with the Public Jurisdiction to serve as an alternate to the Director, provided, however, that (a) in the case that the Public Jurisdiction is a county, the highest -ranking elected official may be any one of the county supervisors and need not be the chair of the county supervisors, and (b) in the case that the Public Jurisdiction is a city with a mayor elected by and from the city council members (and not a mayor that is elected as mayor by the voters), the highest -ranking elected official may be any one of the city councilmembers and need not be the then-current rotating mayor. Any such Director (the representative or his or her alternate) will be qualified to serve on the Board of Directors only if the Public Jurisdiction remains current on its annual contribution at an amount equal to or greater than its full formula allocation as determined from time to time by the Board of Directors and laid out in this contract in Section III.E.1., and as long as the Public Jurisdiction makes a long-term comm itment to assist and carry out the mission and purpose of Greater Sacramento and fulfills the additional requirements set forth in this Agreement.

B. ECONOMIC DEVELOPMENT DIRECTORS TASKFORCE (EDDT)
REPRESENTATION: The Public Jurisdiction shall also appoint one (1) economic development professional from its staff, local economic development partner organization, or other qualified community member, subject to the approval of Greater Sacramento, to ITEM 9
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4 represent the Public Jurisdiction on Greater Sacramento’s Economic Development Directors Taskforce (EDDT), which advises Greater Sacramento’s President & CEO.

C. PARTICIPATION IN MARKETING EVENTS: Representative(s) of the Public Jurisdiction shall be entitled to participate in Greater Sacramento’s marketing events provided that such participation shall not be at Greater Sacramento’s expense.

D. PROVISION OF ASSISTANCE: When requested and appropriate, Greater Sacramento will use its best efforts to provide assistance and support to the Public Jurisdiction’s economic development staff for business location prospects identified and qualified by the Public Jurisdiction and assist the Public Jurisdiction with presentations to prospects in the Public Jurisdiction or corporate locations.

E. COMPENSATION:

1. The Public Jurisdiction agrees to pay $34,222 for services to be provided by Greater Sacramento pursuant to the Agreement during the fiscal year ending on June 30, 2026, as set forth in this Agreement. This amount is based on $0.40 per capita applied to the Public Jurisdiction’s population as reported in the 2024 population estimates from the California Department of Finance Demographic Research Unit, which listed the Public Jurisdiction as having a population of 85,554. Any adjustment to this formula shall be reviewed and approved by the Board of Directors and presented in writing to the Public Jurisdiction for approval.

2. Nothing herein shall preclude the Public Jurisdiction from contracting separately with Greater Sacramento for services to be provided in addition to those to be provided hereunder, upon terms and conditions to be negotiated by the Public Jurisdiction and Greater Sacramento.

3. Greater Sacramento shall submit annual invoices to the Public Jurisdiction on or before July 1 each year. To allow the Public Jurisdiction to budget appropriately, Greater Sacramento shall submit to the Public Jurisdiction a letter indicating the rate structure and full contribution amount no later than May 1 each year. The Public Jurisdiction shall submit full payment within the first quarter of its fiscal year beginning July 1. The Public Jurisdiction is entitled to receive annual audit reports for Greate r Sacramento and financial reports at Board of Directors meetings held at least four (4) times per year.

F. COOPERATION:

1. The purpose of this Agreement is to set forth the regional economic development program that Greater Sacramento agrees to undertake, the support that the Public Jurisdiction agrees to provide, the respective roles of Greater Sacramento and the Public Juris diction, and the payments of the Public Jurisdiction to Greater Sacramento for the fiscal year ending June 30, 2026.

2. The parties acknowledge that Greater Sacramento is a cooperative organization effort between Greater Sacramento and local communities. Accordingly, the Public Jurisdiction and Greater Sacramento covenant and agree to work together in a productive and harmo nious manner, to cooperate in furthering Greater Sacramento’s goals for the 2025/2026 fiscal year.

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5 3. The Public Jurisdiction agrees to work with Greater Sacramento, as necessary or appropriate, to revise the performance measures, benchmarks, and/or goals for the FY 2025/2026 contract.

IV. GENERAL PROVISIONS
A. INDEMNIFICATION AND HOLD HARMLESS: During the term of this Agreement, Greater Sacramento shall indemnify, defend, hold, protect, and save harmless the Public Jurisdiction and any and all of its elected officials, officers, and employees from and against any and all actions, suits, proceed ings, claims and demands, loss, liens, costs, expense, and liability of any kind and nature whatsoever, for injury to or death of persons, or damage to property, including property owned by Public Jurisdiction brought, mad e, filed against, imposed upon, or sustained by the Public Jurisdiction, its officers, or employees arising out of a third party action, suit, proceeding, claim or demand caused by the negligent performance of Greater Sacramento’s obligations under this Agreement.

Any party entitled to indemnity shall promptly notify Greater Sacramento’s President & CEO in writing of the existence of any claim, demand, or other matter to which Greater Sacramento’s indemnification obligations would apply, shall investigate and mitiga te the harm, and shall cooperate with and give to Greater Sacramento a reasonable opportunity to defend the same at its own expense and with counsel reasonably satisfactory to the indemnified party. To the extent that notice is not timely provided to Grea ter Sacramento and Greater Sacramento is prejudiced thereby, Greater Sacramento’s indemnification obligations shall be reduced accordingly.

Nothing in this Subsection A shall be deemed to provide indemnification to any indemnified party with respect to any liabilities arising from the fraud, negligence, omissions, wrongful acts or willful misconduct of such indemnified party (including its officials, officers, employees and agents).

Greater Sacramento’s aggregate liability arising out of or relating to this Agreement, regardless of the form of the cause of action, whether in contract, tort, statute or otherwise, shall be subject to the other terms of this Agreement and shall in no eve nt exceed the amounts paid by the Public Jurisdiction to Greater Sacramento for services to be provided by Greater Sacramento pursuant to the Agreement during the fis cal year ending on June 30, 2026, as set forth in this Agreement.

Notwithstanding anything to the contrary contained in this Agreement, to the full extent permitted by applicable law, Greater Sacramento shall not, under any circumstances, be liable for any claim for any consequential, incidental, indirect, punitive, exem plary or special damages of any nature whatsoever, or for any damages resulting from, arising out of, or in connection with any delays, loss of data, lost revenues, lost profits, interference, interruption of service, or loss of business or anticipatory profits, regardless of the form of action, whether in contract, tort, strict liability or otherwise.

B. INSURANCE: Greater Sacramento shall procure and maintain for the duration of this Agreement, at Greater Sacramento’s own cost and expense, insurance against claims for injuries to persons or damages to property which may arise from or in connection with this Agreement by Greater Sacramento, its agents, representatives, employees, or contractors.

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6 C. EQUAL EMPLOYMENT OPPORTUNITY: During the performance of this Agreement, Greater Sacramento will not discriminate against any employee or applicant for employment because of race, color, religion, creed, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation and identity, national origin, ancestry, age, genetic information, citizenship, medical condition or illness, AIDS/HIV, ethnic background, physically or mentally disabled, retaliation, criminal record, military or veteran status, marital status, or political activities or affiliations, status as a victim of domestic violence, sexual harassment, assault, or stalking. Greater Sacramento also makes reasonable accommodations for handicapped and disabled employees. Finally , Greater Sacramento prohibits the harassment of any individual on any basis listed above, or any other consideration made unlawful by federal, state or local laws. All such discrimination is unlawful and will not be tolerated.

D. NONLIABILITY OF OFFICIALS AND EMPLOYEES: No member, official, or employee of the Public Jurisdiction will be personally liable to Greater Sacramento, or any successor in interest, in the event of any default or breach by the Public Jurisdiction or for any amount which may become due to Greater Sacramento or successor, or on any obligation under the terms of this Agreement. No member, official, or employee of Greater Sacramento will be personally liable to the Public Jurisdiction, or any successor in interest, in the event of any default or breach by Greater Sacramento or for any amount which may become due to the Public Jurisdiction or successor, or on any obligation under the terms of this Agreement.

E. NOTICE: Any notice or other communication provided for herein or given hereunder to a Party hereto shall be in writing or delivered by electronic transmission, as designated by each Party, using the contact information below. Notices or communications in writing shall be given in person, by overnight courier, or by mail (registered or certified mail, postage prepaid, return -receipt requested) to the respective Parties. Notices or communications may be delivered by electronic mail or facsimile, as designated by eac h Party, in a manner that creates a record that is capable of being retained, retrieved, and reviewed, and that may thereafter be rendered into clearly legible tangible form, unless or until either party revokes consent of use of that means of transmission for communications or either Party is unable to deliver communications by that means.

If to Greater Sacramento:

Greater Sacramento Economic Council
Attn: Chief Executive Officer
400 Capitol Mall, Suite 2520
Sacramento, CA 95814
If to the Public Jurisdiction:

City of Citrus Heights
Attn: City Manager
6360 Fountain Square Drive
Citrus Heights, CA 95621

F. CONFIDENTIAL INFORMATION: Both Parties agree, during the term of this Agreement and thereafter, to hold in strictest confidence, and not to use, except for the benefit of the other Party, or to disclose to any person, firm, or corporation without the prior written authorization o f either Party, any Confidential Information of either Party, except (i) as may be legally required to respond to a request pursuant to the California ITEM 9
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7 Public Records Act (provided, however, the Parties acknowledge and agree that Greater Sacramento is not subject to the California Public Records Act), or (ii) in accordance with a judicial or governmental order, provided, however, that, to the extent reasonably possible, Public Jurisdiction shall give Greater Sacramento reasonable notice prior to making any such disclosure under (i) or (ii) above so Greater Sacramento may contest or seek a protective order (including, without limitation, a temporary restrai ning order) to prevent such disclosure if it so chooses, and provided further that Public Jurisdiction shall disclose only that portion of the Confidential Information that it is legally required to disclose. “Confidential Information ” means any of Greater Sacramento/the Public Jurisdiction’s proprietary and/or confidential information, technical data, trade secrets, or know -how, including, but not limited to, research, product plans, products, services, client lists, markets, trade se crets, software, devel opments, inventions, processes, formulas, technology, designs, drawings, engineering, hardware configuration information, marketing, finances, billing, charging, or other business information disclosed to one Party by the other, either directly or indirect ly, which is designated as confidential or that reasonably should be understood to be confidential given the nature of the information and the circumstances of disclosure. Either Party may use the Confidential Information to the extent necessary for negotiations, discussions, and consultations with authorized personnel or authorized representatives or for any other purpose that either Party may hereafter authorize in writing; provided, however, that such authorized use does not create any license to use or disclose such Confidential Information except as explicitly granted by either Party. The Parties acknowledge that they are neither responsible nor liable for any business decisions made by the other Party in reliance upon any Confidential Information.

The Parties make no representations or warranties, express or implied, with respect to the accuracy or completeness of the Confidential Information. The Parties agree that in the event of any breach or threatened breach of this Section, either Party may obt ain, in addition to any other legal remedies, which may be available, such equitable relief as may be necessary to protect it against any such breach or threatened breach.

G. OWNERSHIP OF WORK PRODUCT: Public Jurisdiction acknowledges and agrees that all work product or deliverables prepared for, arising from, related to, or incorporated in the services to be provided by Greater Sacramento including, without limitation, all ideas, concepts, inventions, expressions, information, material, works of authorship, plans, programs, programming code, systems, work notes, drafts, specifications, design documents, flow charts, software programs, analyses, data, surveys, print copy, artwo rk, plates, photo negatives and positives, boards, preliminary outlines, sketches, letters, invoices, proposals, databases, and reports (collectively, “Work Product”) shall be owned solely and exclusively by Greater Sacramento, including without limitation, all corrections, modifications, and derivative works to such Work Product. The Work Product shall be considered Greater Sacramento’s Confidential Information.

H. REPRESENTATIONS AND WARRANTIES: The Parties each represent and warrant as follows:

1. Each Party has full power, authority, and right to perform its obligations under the Agreement.

2. This Agreement is a legal, valid, and binding obligation of each Party, enforceable against it in accordance with its terms (except as may be limited by bankruptcy, insolvency, moratorium, or similar laws affecting creditors’ rights generally and equitable remedies).

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8 3. Entering into this Agreement will not violate the charter or bylaws of either Party or any material contract to which that Party is also a party or any law applicable to a Party.

I. RELATIONSHIP OF THE PARTIES; BENEFICIARIES: Nothing in this Agreement will be deemed to create an agency, employment, partnership, fiduciary or joint venture between the Parties. No Party (nor any agent or employee of that Party) shall make any representations or warranties or incur any liability on behalf of the other Party. There are no third-party beneficiaries of this Agreement.

J. MODIFICATIONS: No amendment, change, or modification of this Agreement shall be valid unless in writing and signed by both Parties.

K. ASSIGNMENT: This Agreement and the services contemplated hereunder are personal to Greater Sacramento and the Public Jurisdiction and neither Party shall have the right or ability to assign, transfer, or subcontract any rights or obligations under this Agreement without the advanced written consent of the other Party. This Agreement will be binding upon and inure to the benefit of the parties hereto, their successors, and assigns.

L. GOVERNING LAW: This Agreement shall be governed by the laws of the State of California.

M. COUNTERPARTS/ELECTRONIC SIGNATURES: This Agreement may be executed in one or more counterparts, each of which shall be deemed an original but all of which shall constitute one and the same instrument. For purposes of this Agreement, use of a facsimile, e-mail, or other electronic medium sh all have the same force and effect as an original signature.

N. SEVERABILITY: Whenever possible, each provision of this Agreement will be interpreted in such manner as to be effective and valid under applicable law, but if any provision of this Agreement is held to be invalid, illegal, or unenforceable in any respect under any appli cable law or rule in any jurisdiction, such invalidity, illegality, or unenforceability will not affect any other provision or any other jurisdiction, but this Agreement will be reformed, construed, and enforced in such jurisdiction as if such invalid, illegal, or unenforceable provisions had never been contained herein.

O. ENTIRE AGREEMENT, WAIVERS, AND AMENDMENTS: This Agreement integrates all of the terms and conditions mentioned herein or incidental hereto, and supersedes all negotiations or previous agreements between the parties with respect to all or any part of the subject matter hereof.

All waivers of the provisions of this Agreement must be in writing and signed by the appropriate authorities of the Public Jurisdiction or Greater Sacramento, and all amendments hereto must be in writing and signed by the appropriate authorities of the parties hereto.
[SIGNATURES ON FOLLOWING PAGE]
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The Agreement is executed as follows:

I, ____________________________, acknowledge that I am the ____________________________ of ____________________________, ____________________________, and as such officer, being authorized so to do, execute the foregoing instrument for the purposes therein contained, by signing as such officer.
____________________________, ____________________________

By: _____________________________

Date: ______________________________
Attest:

Approved as to Form:

I, Barry Broome, acknowledge that I am the President & CEO of the Greater Sacramento Economic Council, a California nonprofit corporation, and as such officer, being authorized so to do, execute the foregoing instrument for the purposes therein contained, by signing as such officer.

GREATER SACRAMENTO ECONOMIC COUNCIL,
A California nonprofit corporation

By: ______________________________ Date: __________________ Barry Broome, President & Chief Executive Officer

April 2, 2025
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Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE
: September 10, 2025
TO: M
ayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Susan Talwar, Administrative Services Director
Alberto Preciado, Finance Manager
SU
BJECT: Banking Services Request for Proposals
Summary and Recommendation
The
City of Citrus Heights is to issue a Request for Proposals (RFP) for banking services to ensure efficient management of the City’s depository, merchant, and purchasing card needs. The City seeks to enter into a five-year agreement, with renewal options, to consolidate services under one qualified financial institution that can provide reliable cash management, enhanced technology, and strong customer service while supporting community engagement. This report is provided for informational purposes only; no action is requested of the City Council at this time.

Cit
y Council Strategic Goal/Objective
Th
is staff report aligns with the following Citrus Heights City Council Strategic Plan Goal/Objective:

Go
al: Maintain and Enhance Fiscal Stability while Supporting Operational Excellence Objective: Present a Request for Proposal (RFP) to the City Council for City banking services, which include provisions for community engagement, tools that support local businesses, and purchase card options.

Fi
scal Impact
Th
ere is no fiscal impact associated with the issuance of the RFP. Once proposals are received and evaluated, staff will return to City Council with a recommendation for contract award and a full fiscal impact analysis based on the selected financial institution’s pricing and service structure.

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Subject: Banking Services Request for Proposals
Date: September 10, 2025

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Background and Analysis

The City of Citrus Heights currently banks with US Bank, which provides depository, custodian, and merchant services. The City is evaluating opportunities to improve service, reduce administrative costs, and leverage technological advancements. The City prefers to maintain all commercial services with a single financial institution to maximize cash flow and efficiency.

Proposals must come from qualified public depositories as defined by state law, and institutions must demonstrate strong capitalization, experience with municipal clients, and the ability to collateralize deposits.

The RFP emphasizes not only core banking functions such as deposits, cash management, wire transfers, and positive pay, but also expanded services including merchant card processing, purchasing cards, sweep services, and electronic payables. The City has outlined detailed requirements to ensure secure, reliable, and cost-effective services, including robust online banking systems, fraud protection, and disaster recovery capabilities. Proposals will be evaluated on qualifications, scope of services, financial strength, conversion planning, and cost competitiveness. Importantly, the City is encouraging banks to include community investment initiatives and technological enhancements that could improve treasury operations and benefit local businesses. In alignment with the City’s strategic planning objectives, the RFP incorporates a focus on community investment and social responsibility. Proposing institutions are asked to demonstrate their Community Reinvestment Act (CRA) rating and provide evidence of meaningful engagement in Citrus Heights and Sacramento County. This includes initiatives such as financial literacy programs, sponsorship of community events, partnerships with schools and nonprofits, Citrus Heights Chamber of Commerce membership and other activities that strengthen neighborhood vitality. Proposers are also encouraged to outline contributions or in- kind support to public agencies, as well as their capacity to participate in revolving loan funds, public-private partnerships, or future economic development financing programs. Furthermore, the RFP seeks examples of innovative practices that go beyond regulatory requirements, particularly in supporting small businesses through access to capital, technical assistance, and mentorship. By including these criteria, the City aims to ensure that its banking partner contributes to both fiscal stability and broader community development goals. This process provides the City an opportunity to secure long-term banking stability while exploring service improvements and potential savings.

Attachments

1. City of Citrus Heights Banking RFP

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City of Citrus Heights

Request for Proposal
Banking Services
Issue Date: September 17, 2025
Proposal Deadline: November 17, 2025

City of Citrus Heights
Finance Department
6360 Fountain Square Drive
Citrus Heights, CA 95010
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2 Table of Contents
INTRODUCTION ................................................................................................................................................................. 3 BACKGROUND ................................................................................................................................................................... 3 PROPOSAL REQUIREMENTS .............................................................................................................................................. 4 EVALUATION OF PROPOSALS AND NEGOTIATIONS ........................................................................................................ 16 CONDITIONS AND STIPULATIONS.................................................................................................................................... 16 ESTIMATED TIMELINE (Dates are subject to change) ...................................................................................................... 17 CONTACTS ....................................................................................................................................................................... 17

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3 REQUEST FOR PROPOSAL

BANKING SERVICES

The City of Citrus Heights is seeking proposals for Banking Services for its bank accounts, related depository, and cash management services in accordance with this Request for Proposal. This Request for Proposal is expected to result in a firm fixed price contract. All proposals must be submitted to the Finance Department at 6360 Fountain Square Drive, Citrus Height CA by 5:00 P.M. on October 31, 2025. All proposals must be in the format specified, enclosed in a sealed envelope and clearly identified with bid title, name of proposer, and date of bid closure. These proposals will not be opened and ready publicly.

INTRODUCTION
The City of Citrus Heights is seeking proposals from qualified public depositories (a state or national bank located in this state, as defined by Section 53635.2 of the California Government Code) to provide a variety of commercial banking services. The bank must be a member of the Federal Reserve System, a federally or State of California chartered financial institution, and in good standing among other comparable banks. The respondents must be adequately capitalized to accommodate the City’s cash and investment management needs.

The City intends to select a financial institution with a branch office in Santa Cruz County to provide the banking services listed below. The RFP does not cover institutional custody services or corporate trust services.

1. General Banking Services

2. Merchant Card Processing

3. Purchasing Cards

It is the intent of the City to award the contract for an initial five-year period with the option to renew it for additional three-year periods at the sole discretion of the City. The City desires fixed pricing for the five-year contract period. Prices in subsequent years shall be negotiated based on satisfactory customer service.

BACKGROUND
The City of Citrus Heights was incorporated on January 1, 1997. The City is a small community located in Sacramento County that occupies approximately 14.22 square miles and serves a population of about 87,000.

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4 The City currently maintains a banking relationship with US Bank which provides depository, custodian, and merchant services. In addition to those services, the City would like to consider proposals which may include provisions for community engagement, tools that support local businesses, and purchase card options. It is the city’s preference to maintain all commercial services with one institution to maximize cash flow and minimize administrative costs. The City is also interested in various technological advances that could improve banking, cash management, and customer service capabilities. It is the City’s preference to maintain all commercial banking services with one financial institution to maximize cash flow and minimize administrative costs. The City encourages financial institutions to submit the most comprehensive proposal possible, offering the highest quality of service while providing opportunities for improving the current management of cash flow.

The City will administer the proposal process in accordance with the terms and dates outlined in this RFP; however, the City reserves the right to modify the activities, timeline, or any other aspect of the process at any time, as deemed necessary. By requesting proposals, the City is in no way obligated to award a contract or pay the expenses of proposing banks in connection with the preparation or submission of a proposal. The award of any contract shall be contingent on the requisite staff and Council approvals.

PROPOSAL REQUIREMENTS
Two copies of the proposal should be submitted in binder format. Proposals shall consist of Tabs A – U.

All financial institutions are encouraged to be creative and innovative in responding to this RFP. Discuss any creative pricing or payment options the bank can provide. Describe alternate approaches to the requested services where feasible or additional services offered or recommended, which may not be specifically requested but of benefit to the City.

Proposal Format: A proposing financial institution must follow the instructions for preparing the proposal in the prescribed format. Please answer the questions in section tabs (A through W) using the number sequence shown. Do not include any extraneous or marketing information.

No Proposal: If a service requirement or section of the proposal cannot be met by a proposer, then “No Proposal” should be indicated on the Bid Form and in the relevant tabbed section of the proposal. An alternative equivalent service may be offered.

Contracted Services:

If a service is provided by a third party, please indicate this clearly on the Bid Form and in the relevant section of the document.

Cover Letter: (One page preferred). The letter should designate the proposing bank, the address of the bank office where the relationship will be domiciled, the address of the local branch, if different, and be signed by an authorized bank officer. The cover letter should also include the primary contact for this Request for Proposal. No pricing information should be included in the cover letter.

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5 All Proposals shall include the following tabs:

Tab A - Table of Contents
The table of contents should reflect the RFP format.

Tab B - Minimum Qualifications
To be considered for selection, proposing banks must meet certain minimum qualifications.

1. Is your institution a State or National Bank as defined in California Government Code Section 53630.5?

2. Do you have established offices within the City of Citrus Heights? Please list branch and ATM locations within the City of Citrus Heights, County of Sacramento, and within the State of California, when applicable.

3. Is your bank a member of the Federal Reserve System with access to all Federal Reserve services?

4. Are you insured by the Federal Deposit Insurance Corporation (FDIC)?

5. If your financial institution is not insured by the FDIC, please disclose your association and how you are insured.

6. Is your institution a qualified depository of public funds in compliance with Section 53649 of the California Government Code? Would your institution be capable of collateralizing public fund deposits exceeding $5 million? What is your institution’s current level of public funds deposits and related collateral? How will you collateralize the City’s deposits?
Tab C - Bank Overview

1. Banking Overview - Please provide an overview of bank, governmental client service philosophy, and corporate organization including identification of the government services unit, location of corporate, processing center, and branch localities. Also please provide any relevant information regarding a correspondent bank relationship, including a list of the financial institution’s holidays.

2. Experience – Describe the bank’s direct experience in servicing public sector clients. Please include:
the number of public agency clients, the dollar amount of public funds on deposit, and bank’s knowledge of and adherence to the California Government Code and other applicable laws. Will the bank be able to comply with transaction confirmations and respond to other requests for data as needed from the City's auditors?

3. Relationship Management – Identify the size and scope of your public banking unit, bank officers responsible for the City’s accounts, what each person’s role and responsibilities will be, and the relevant credentials and experience of each person on the relationship management team. Please specify the name and title of who will be designated as the bank’s relationship manager for the City.

4. Differentiation - Please describe what sets the bank’s government banking unit apart from others.

5. Customer Service – The expected time to return calls will be 30 minutes to one hour. Can the bank commit to this time requirement? Describe how the bank handles problem resolution, customer service, day-to-day contact, and ongoing maintenance for governmental entities. Specify whom the City will be calling for day-to-day banking and treasury management issues. Explain the process for elevating an issue to a higher level to obtain a quick resolution when the day-to-day contact is not responsive.

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6 6. Strength – Please provide key measures of your bank’s financial strength, including total assets, market capitalization, ratings from Standard and Poor’s; and Moody’s. Include a copy of the bank’s most recent audited financial statements in Section W.

7. Third Party Liability – If there are third party services identified in any of the tabbed sections, will the bank interface directly with, and assume full responsibility for, any and all third-party service providers, such as armored carriers and couriers?

Tab D - Community Investment and Social Responsibility

1. CRA Rating - Provide the bank’s Community Reinvestment Act (CRA) rating and describe in detail specific projects and community involvement activity in Citrus Heights and/or Sacramento County.

2. Community Engagement and Value -Added Initiatives – Describe your institution’s approach to community engagement and value-added services within the City of Citrus Heights. In your response, please include examples of activities such as financial literacy programs, sponsorship or support of community eve nts, volunteerism, partnerships with schools or nonprofits, chamber of commerce membership and initiatives that advance community engagement and neighborhood vitality. Identify resources your institution would dedicate to these efforts (e.g., staff liaisons, educational tools, market insights), as well as any value-added services such as discounted products, matching donations, or grant opportunities. Provide examples of recent or ongoing initiatives and their measurable impact on residents, businesses, or neighborhoods.

3. Public Contributions- Describe whether donations or in-kind contributions are made to public agencies.

If so, please give examples of recent contributions.

4. Revolving Loan Fund (RLF) or Public -Private Partnerships – Describe your institution’s experience partnering with local governments or community-based organizations to administer or support revolving loan funds, gap financing programs, or other public -private lending initiatives. Please include details such as loan sizes, underwriting approach, and community impact.

5. Future Economic Development Partnership Capacity - Describe the potential role of your institution could serve if the City of Citrus Heights were to establish a revolving Loan fund (RLF) or other economic development financing program. In your response, please address your institution's potential responsibilities as program ad ministrator, fiscal agent , lending partner or other relevant role. Provide information on general approach to interest rates, fees, underwriting standards and loan servicing or administration. If your intuition has previously managed or partner ed on similar programs, please include examples of structure, performance, outcomes, and community impact of those efforts

6. Innovative Practices and Small Business Support - Provide examples of initiatives your institution has implemented that extend beyond regulatory requirements, demonstrating creativity or unique approaches to support local economies. Do you offer specialized financing tools, or community development pract ices designed to increase access to capital? Do you have programs that provide technical assistance, mentorship, or other forms of direct support to small businesses? Please include details on program structure and outcomes achieved.

Tab E - References

1. References - Please provide five (5) local government or client references that are of similar size and scope of service utilization as the City. Include the following information for each reference:
• Customer name
• Contact name and title
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7 • Telephone and email address
• Street address, State, zip code
• Number of Years as Customer
• Description of services provided including contract amount, when provided, and project outcome
The City reserves the right to contact each of the references listed for additional information regarding your firm’s qualifications.

Describe fully the last three contracts performed by your firm that have been terminated with or without cause. Please include the following information:
• Customer name
• Contact name and title
• Telephone and email address
• Street address, State, zip code
• Description of services provided
• Explanation for contract termination

2. Statement of Past Contract Disqualifications - The Financial Institution shall state whether it, or any of its officers or employees who have a proprietary interest in it, has ever been disqualified, removed, or otherwise prevented from bidding on, or completing a federal, state, or local government project because of the violation of law, a safety regulation, or for any other reason, including but not limited to financial difficulties, project delays, or disputes regarding work or product quality, and if so, explain the circumstances.

The staff of the Financial Institution who will be responsible for carrying out this Agreement will not have, within the last two years, been convicted of any crime or pleaded nolo contendere or agreed to any ITEM 10
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8 consent decree with respect to any matter involving breach of trust or fiduciary duty or securities law violations.

3. Pending Litigation – Does your bank have any pending litigation with any California government agency clients regarding banking services? If so, please describe the instance.

Section F – Accounts

1. The city currently issues approximately 300 accounts payable checks per a month and 40 EFT payments.

The City currently processes payroll “in -house”. Payroll is paid exclusively through direct deposit. The City would like funds to be available to employees the next banking day after the file is transmitted to the bank (see Wires, ACH, and Direct Deposits for additional information). Please describe in detail the ability of the bank to provide the above deposit services for the accounts named below:
o City of Citrus Heights - General Checking
o City of Citrus Heights – Payroll Checking
o City of Citrus Heights – Custodial Investment

2. The City maintains one zero balance sweep account for payroll. Can the City establish ZBA’s that are tied to our main operating account? Are there any limitations to the type of ZBA?

3. Will postings of the daily total from ZBA’s to the main account be accessible through a detailed report of the main account, or must the City access each account separately?

4. Do you offer truncation for paid items/checks, with images (front and back) transmitted to the City?

5. The City contracts with Chandler Asset Management (Chandler) for investment management services and has a custodial investment account with the current bank with transaction access for Chandler staff. The City has approximately $10.8 million in assets in the custodial account. Would the City be able to set up a similar access with your bank?

Section G - Positive Pay
The City of Citrus Heights currently uses Positive Pay. Please provide information related to positive pay.

1. Describe the bank’s capabilities for Positive Pay and indicate what fields are currently included. How flexible is the bank’s file format?

2. Do you offer name verification (payee validation) under positive pay? Is it a one-line payee verification or 2-lines payee verification? How restrictive are name specifications for the printed checks? Do you have restrictions such as 12-point font, no bolded names, etc.? Do you have high read rates?

3. Following a successful submission of the Positive Pay data, can the bank accept subsequent add/delete data to become effective immediately for manual or void checks?

4. How are exception items under Positive Pay reported to the City? Describe how the bank provides image viewing for exception items.

5. What is your procedure and timeline for paying or returning exception items? What is your default disposition if you do not receive the pay decision response by the deadline? ITEM 10
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9 Section H - Payment Processing and Wire Transfers
The City is currently processing payroll checks “in-house”. It is anticipated that the bi-weekly payroll will generate approximately 6,200 payroll checks on annual basis; with a 100% direct deposit participation rate.

1. Describe types of direct deposit files acceptable to the bank. What are your cut-off times for delivery of a direct deposit file? What is the ‘drop dead’ deadline to guarantee employee posting? Are there fees associated with missing the standard deadline? Are fees different if the direct deposit files are delivered prior to the deadline date?

2. Describe the acknowledgments you provide and timeline when (a) you receive a file transmission, and (b) when a file transmission fails.

3. Describe your procedure for notifying the City when an ACH, a payroll ACH or wire transmission fails.

How soon will the notification occur? Is the City’s bank account made whole immediately when a wire or ACH transmission fails?

4. Do you recommend/require pre-notifications for every transaction prior to transfer?

5. What screening measures does the bank use to minimize errors on files sent to you i.e., pre-notes, ABA screening, etc.? Describe how you handle return items and returned pre-notifications.

6. Are there any restrictions on the software we can use to prepare our payroll in order to be compatible with your direct deposit service?

7. The City submits tax payments and other time sensitive payments by ACH file transmission. What are your different file transmission options? What are your delivery and transmission deadlines? Can transmissions be initiated and monitored online?

8. If the City uses your service for making tax payments, do you guarantee the timing of the payment? If the payment has been made within your cut-off time, but is delayed, will you absorb any penalties and interest charges assessed by the tax authority? Describe any restrictions or limitations.

9. Does the City have the ability to change, add or delete an item after transmitting our ACH file to you? If yes, describe the procedure and cut-off times?

10. Describe your system security in general and how it will guard against unauthorized ACH debits to the City’s accounts. If unauthorized ACH transactions post to the City’s account, describe how the transaction would be resolved.

11. What assistance do you provide in establishing a new ACH transmission? Do you provide access to a database of ACH member institutions and ABA transit routing codes? What is the cut- off time in Pacific Standard Time for initiating ACH and when the recipient account receives the funds?

12. Describe the bank’s online wire transfer capabilities. What is the cut-off time in Pacific Standard Time for initiating wire transfers to ensure same-day execution?

13. What safeguards and security measures does the bank have in place to protect the City, especially against unauthorized use of the system? Are there daily limits on wire transfers? Include a description or sample of the bank’s fund transfer agreement.

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14. Is your bank both a sending and receiving bank of the National Automated Clearing House Association (NACHA)?

15. With regards to your ACH and wire services, what are the bank’s contingency plans in the event of a system failure? Do you offer these services by means other than a computer system? Do you have backup process if internet/transmission lines are unavailable? Will the City be immediately notified of any changes or problems and the ability to re-send a file or delete a file?

16. Are check images available online? For how long? Are the images also available by mail or fax? How soon after a check has been cashed is the image available?

17. Is the City capable of receiving an online report of checks paid daily and the previous day? Can the check status be viewed online?

18. Do you offer full and partial account reconcilement? Please describe the bank’s reconciliation services.

How are ‘stop’ payment checks being coded in the account reconcilement file?

19. What methods do you provide for stop payment orders, and how do you confirm this? Can the request be input online? If input online, is the confirmation immediate?

20. Within what time frame (hours) does the stop payment order take effect? Immediately?

21. How long do stop payment orders remain in effect? Do you have different duration options, such as 6 months, 1 year, or 2 years, without the need to implement extensions? Is the cost different for each option?

22. In the case of stale dated checks, will the bank agree to not honor any checks that have been outstanding (based on the dated date of the check) for six months or more? Is there a cost to the City for reviewing and returning stale dated checks?

23. How does the bank compensate the City for checks that are cashed after a stop is placed or if stale dated, and how many days does it take for the bank to reimburse the City?

24. Does the bank have a safeguard mechanism at the teller windows to detect fraudulent checks that are not issued by the City or signed by authorized signers? Describe the bank’s notification procedure within the banking system and to City contacts.

25. Will the bank guarantee that items drawn on the City accounts be paid regardless of the balance in the funding account? What is the charge for covering these items? Please be comprehensive in your response.

26. Describe the bank’s policies concerning daylight overdrafts, and what, if any, impact these policies may have on the management of the City’s accounts.

Section I - Deposit Activity
City Hall serves as the primary depository for City departments. The City uses the current bank’s desktop deposit services. Currently, the City collects approximately 300 checks per month, which are scanned in via a desktop deposit scanner. In addition, an average of about $6,500 in currency and coins per month are deposited from City Hall. The City uses a local branch to deposit coins and currency weekly and occasionally to make a change order.

Although it seldom happens, the City also receives checks in foreign currency.

1. Describe the bank’s required preparation for cash deposits, currency, coins, checks, and checks in foreign currency.

2. Does the bank offer desktop deposits of checks? Please describe comprehensive fee information related to this service and use of equipment.

3. Describe funds availability (when it becomes ledger credit) and cut-off times for:
a. Scanned check deposits
b. Checks drawn on the same bank
c. In-coming ACH direct deposit and incoming wires

4. Do you guarantee immediate credit (same day funds credit) on all incoming wire transfers and U.S. Treasury ITEM 10
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and State of California checks upon receipt?

5. Are you an approved State Depository? Are your availability policies different from the Federal Reserve Bank’s availability schedule? Will the City receive same day availability of funds for all images and check deposits drawn on the bank?

6. The City Finance Department requires weekly cash including coin deposit delivery to the bank. What are the packaging criteria for accepting currency deposit delivery? Are you currently accepting deposits through third- party armored car services?

7. What is the same-day ledger cut-off for direct local branch deposits, should it ever be necessary? How many bank branches do you have in the City of Citrus Heights and/or Sacramento County?

8. Will the bank be able to fulfill the City’s requirement that all returned deposit items will be re-deposited at least once? Is there a charge for this? Is there a NSF check fee for the first and/or second return on the same deposit?

9. Describe how the bank handles any deposit discrepancies, including checks deposited to the City by mistake. What supporting documents are provided for deposit adjustments? How will you notify City Finance Department?

10. Describe your return procedures for checks. If the original check is deposited, will you return it? How long does it take for returned items to be sent to the City? Is an automatic re-clearing option available? Can you provide an internet based returned-check list with images both front and back?

11. What are the cut-off times for image and check deposits at the banks operations center to ensure same day ledger credit?

Section J - Direct Deposit Relationship – State of California The City transacts with the State of California Local Agency Investment Fund (LAIF) and receives tax apportionments on a regular basis. All banks are required to be approved as a State of California Depository and be able to process LAIF transactions.

1. Is the bank an approved State of California Depository?

2. What is the charge per transfer to LAIF? From LAIF?

3. Please describe the method the financial institution uses to process payments from the State of California and LAIF transfers.

4. Does the bank have an office in Sacramento that maintains a direct DDA banking relationship with the State Treasurer’s Office and the State Controller’s Office?

Section K - Cash Management, Reporting and Investment
The City currently uses a web-based daily balance and detailed reporting information system. The City’s Finance Department requires daily cash balance reporting information for all accounts, for both prior day and current day (intraday) information. The City utilizes the web-based system for transfers between the City accounts and LAIF.

The City requires at a minimum online monthly bank statement showing summaries, reconcilements and relevant detail.

1. Please describe the bank’s online information reporting system including any costs associated with web- based reports. The City may request a demonstration of the online reporting system. In your response, please include the file export and the ability to implement internal controls (multiple levels of approval authority).

2. Describe or provide a sample copy of PC screens that show the information reports that the City can obtain from your system.
a. Can the reports be custom-tailored for the end-user? b. At what time is the prior day information available for access by City staff? Is intra-day report available online? How often is intra-day information updated and when? Please provide a sample of prior day and intra -day reports that would be the best example of the system’s capabilities.

Include the reports in this section.
c. Is it possible to get online reports before the monthly statement is available? For example, can we obtain current day reports showing all real-time posted transactions and/or historical previous day reports?
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3. What are the computer hardware and software specifications for the bank’s online system?

4. Describe the system’s security, including whether passwords, authentication, and/or encryption techniques are used to protect online data?

5. Does the online system have the ability to export information to third-party software or accept online files?

6. Provide a report showing system downtime for the past year. Include types of services that were unavailable and how it was communicated to the client. Describe your backup procedures for times when the system is unavailable. What is the bank’s contingency plan for providing this information in the event of unexpected bank systems problems or natural disasters?

7. How long is information maintained at the bank and online? Is historical data always accessible online? If not, describe the procedure for accessing the information and turnaround time.

8. What other online or internet-based systems are currently available to customers?

9. Provide the frequency and format of reports that you will provide to the City.

Section L - Sweep Services
The City of Citrus Heights currently does not have sweep services. The City may be interested in this option.

1. Do you offer an overnight sweep service for collected balances at the end of the day with automatic fund transfer?

2. Describe the overnight sweep account offered by the financial institution including overnight investment options available to maximize the City’s potential earnings.

3. Is the bank’s sweep an end-of-day or intra-day sweep?

4. What sweep investments are available for public funds clients? Please include a prospectus and sample financial statements on the fund.

5. What are the costs associated with the sweep (monthly maintenance, set-up charges, fund expenses, transaction fees, etc.)?

6. What are the total assets in your sweep program and what is the largest individual customer balance in the last month?

7. Provide historical rates on your sweep fund(s) for the past 12 months.

Section M - Corporate Credit Cards
Currently, 63 City staff have been issued corporate credit cards. The City credit line for the master account is $300,000, and each cardholder has a set monthly spend limit. The estimated annual combined spend on the cards is $400,000.

1. Do you have an online system for accessing credit card information? Describe your online system and information (detail and summary data relating to purchases and payment) that is available to City staff.

Does the system have online end user reconciliation capabilities and generate an export file to process into the EERP system?

2. Provide a sample copy of your monthly statement. What is the typical statement period? Does the City have flexibility in establishing the billing dates? Provide monthly statement cut-off date and payment due date or related time frame.

3. What are system support hours and customer service hours?

4. Provide any costs associated with initiating a card, annual fees, financing charges, and access to the online ITEM 10
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system. In addition, please provide information related to rebates or rewards associated with credit card purchases. If rewards or rebates are available for credit card purchases, are there additional fees or charges associated with these programs?

5. Is there a notification process to cardholder for late payment?

6. Describe the administration process for City users to access the online system.

7. Describe any applicable rebate program in place for corporate cards.

Section N – Bankcard Processing - Merchant (Credit Card) Services – E-billing Services The City's annual credit card receipts amount to approximately $1,000,000. These receipts are associated with pay station revenues, online payments, and in person payments at City Hall, the Police Department, Business License, and Event Center. The City currently accepts credit card payments for Visa, Master Card, Discover Card, and American Express, and may accept other payment brands in the future.

1. Please describe the bank’s Bankcard and Point-of-Sale processing capabilities.

2. Please quote a discount rate and all other applicable charges for credit card processing. Quote for both swiped and non-swiped transactions.

3. What are fees associated with debit card transactions?

4. How is the applicable interchange fee determined for each transaction? What does the bank recommend to minimize fees?

5. Will the bank supply the City with terminals, printers, and pin pads, and if so, what is the cost to lease or purchase the requisite equipment?

6. When and how will the City receive funds for each day’s transactions? Is settlement by ACH or Fed Wire? Are settlement amounts listed separately on the bank statement or will they appear as one lump sum?

7. Is the bankcard relationship managed by a separate unit of the bank, or by the Account Relationship Manager? Please briefly describe the structure of this area. What is your timeline for resolving disputes?

8. Describe the online reporting for merchant service accounts. Provide a list of available reports. Is your system capable of combining several merchant accounts into groups and assigning permission to run reports by group?

8. Please describe what assistance you can provide the City with Payment Card Industry (PCI) compliance.

9. Does the bank offer e-billing services. If so, please describe the bank’s available services and costs.

Section O - Online Banking Information Systems, Security, Integration and Disaster Contingency

1. Describe your bank’s online capabilities and security. In addition to your description, please also include the following items:
a. Does it have fraud detection programs for unauthorized transactions b. Capability to upload or download electronic data from the bank to the City or from the City to the bank, or to outside third party such as the State of California c. Availability of reports that can be exported to Microsoft products d. Ability to place currency order online
e. Security for user access administration of online business banking.

2. Please describe in detail the bank’s compliance with State and Federal regulations pertaining to this area?

3. Please describe testing of core service applications and systems that assure information backup, anti- intrusion, and other privacy requirements.

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4. Does your bank have a centralized program to manage changes and globally applied to all online programs, statements, reports being affected? Please describe the process, any related time stamps

5. Describe the bank’s disaster contingency plans, contacts and backup systems for continued City operations in the event of system failure and natural disaster and other emergencies.

Section P - Conversion Process and Training
In the event that your bank is selected, key branch and bank staff assigned to the City will be required to participate in an on-site review of City finances and other existing banking practices. The bank will be expected to make a written report to the Administrative Services Director of its findings and recommendations and develop a conversion plan based on the review.

1. Describe the overall plan your financial institution would coordinate to ensure a smooth transition from the current provider.

2. Provide a typical conversion timeframe and indicate what factors could alter that conversion period. In addition, provide a sample conversion timetable/schedule.

3. Describe the onsite training to the City’s staff for the operation and use of the financial institution’s services and automated systems for areas of service.

4. Will the conversion be at no cost to the City? If not, provide information on the conversion costs.

Will the bank provide a conversion allowance to the City? If so, how much?

5. Will the Bank take the lead and responsibility for conversion progress, with weekly updates of progress to staff?

6. Do you provide written user manuals for all services? How often are manuals updated? Are user manuals also available online?

7. Do you provide on-going training after implementation? Is the training available on-site, off-site, or online?

Section Q - Payment for Services, Bank Compensation
The City currently compensates for bank services through a combination of direct fees and an earnings allowance based upon compensating balances. In addition, ZBA accounts and other accounts are linked to the main operating account and fees are consolidated under the operating account, with the exception of merchant card fees. The City requires a monthly account analysis report with a summary page for all accounts.

1. Does the bank accept compensation in fees, balances, or a combination of the two? Is the price schedule the same either way?

2. List the banks’ Earning Credit Rate (ECR), and how it is calculated and applied. What accounts are taken into consideration?

3. Please explain in detail how and when the FDIC assessment is computed and charged?

4. Please detail exactly which types of items and services can be applied against the City’s account analysis in addition to the standard bank services, i.e. merchant bankcard processing, armored car service, bank courier service, etc.

5. What procedure is used to make any adjustments to Account Analysis statements and how long does it take for adjustments to take effect?

6. Please state the negative collected balance charge that the City will pay and, in detail explain how that charge is computed. Is the rate quoted in this proposal good for the term of the contract? Please provide escalation clauses and list your actual negative collected funds rate for each of the last 12 months.

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7. Are TMA codes included on the Account Analysis Statement? How is the statement delivered and how quickly can we expect delivery?

8. Please provide a copy of your Account Analysis Statement as an exhibit

9. Does the bank have any special charges not specified in the pricing schedule that relates to operations of the bank account? For example, do you charge for an excessive error rate on encoding?

10. Will your bank guarantee the prices in this proposal for the contract period? If not, how will future price increases be calculated?

Section R - Electronic payables or Electronic Payment Services In addition to any information provided in Section H, the City is interested in electronic bill payment services for regular accounts payable transactions, if it is cost-effective.

1. Please thoroughly describe the bank's electronic bill payment, EFT, and ACH services, as they related to accounts payable.

2. What hardware, software, and special programming are required for the implementation of an ACH credit program for payments to City vendors? Has the bank worked with any users of New World software to accept an export file.

3. Do you offer any electronic vendor payment services that provide the City with a rebate of merchant transaction fees?

4. Please detail all costs associated with ACH for a vendor payment program.

5. Please detail all costs associated with your automatic bill payment program.

6. Please detail all costs and processes for auto draft (automatic payment deductions).

Section S – Investment Services
Please describe investment services offered by the financial institution; excluding the duplicate description of overnight Sweep account capabilities that were included in Section L. The City is particularly interested in short- term options to preserve potential cash flow needs. Please indicate the bank’s knowledge of the relevant sections of the government code as it relates to municipal investments.

Section T – Service Enhancements
Based on the information provided in the RFP and your bank’s knowledge of the public sector, please describe any services or technological enhancements not previously mentioned, that may be considered for further improving the effectiveness of the City’s treasury management operations.

Section U – Supplementary Information

1. Provide a list of insurance carried and amounts covered - Indicate insurance underwriter or if self-insured.

The selected financial institution must within (20) working days of award of contract, provide and maintain in force at all times during the term of the services contemplated, Certificates of Insurance providing coverage as specified herein for Workers’ Compensation, Commercial General Liability, Automotive Liability, and Error and Omissions Liability o r Professional Liability in amounts consistent with the services provided and as determined jointly by the City and the Bank. Such policies shall be issued by companies admitted in the State of California. A copy of the City’s Standard Insurance Requirements and Indemnity Clauses are attached for reference.

2. Banking services bid form – Please complete the form shown in the Appendix. In addition to submitting with proposal responses, this form must also be submitted in Excel format. The file is available by request from Susan Talwar, Administrative Services Director, at [email protected] to be returned via email.

3. Standard Bank Fee Schedule for Government/Corporate Clients ITEM 10
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4. Bank Credit and CRA Ratings

5. Most current Annual Report

6. Statement of Auditing Standards (SAS) 70 – Covering Operating Controls

7. Sample Account Analysis Statement and User’s Guide

8. Sample Account Reconcilement Reports, Account Statements, and any Positive Pay Reports

EVALUATION OF PROPOSALS AND NEGOTIATIONS
All proposals submitted will be reviewed by an evaluation panel consisting of the City of Citrus Heights and/or other personnel. At the completion of the proposal review, the panel will elect to invite the top scoring banks to make a presentation and provide a software demonstration, at no cost to the City. The City may request Best and Final offers. Based on the presentation and the Best and Final offers, if requested, the panel will select the proposal that best fulfills the City’s requirements. The City may negotiate with that bank to determine final pricing, and contract form.

Proposals will be evaluated on the following criteria:

• Understanding of the needs and operation requirements of the City • The experience, resources, and qualifications of the financial institution and individuals assigned to this account
• Relevant experience managing similar account relationships with public institutions and similar clients • Bank and branch locations
• Availability schedule
• Scope of services offered including degree of automation • Financial strength and capitalization
• Adequacy of financial controls and protection against loss • Quality and scope of conversion plan
• The value of any new product or service suggestions or other new ideas and enhancements • Compliance with the requirements of this RFP and quality of proposals • Proposed fees and compensation

A selection panel will be conducted with City staff, which will include Finance, IT, and possibly other departments.

A member of the City’s Finance Advisory Committee may also participate in the scoring of the final proposal selection process.

CONDITIONS AND STIPULATIONS
The City reserves the right to reject any and all proposals, cancel all or part of this RFP, and waive any non- material irregularities or informalities and to request additional information and clarification regarding any particular service from the proposing banks.

By r
equesting proposals, the City is in no way obligated to select any proposal or pay expenses of the proposing banks in connection with the preparation or submission of a proposal. The City reserves the right to reject any bank for any reason. The proposal should be the best effort possible by the bank, since the City reserves the right to award the contract with no further negotiations. Conversely, the City reserves the right to negotiate with the successful proposer any additional terms and conditions not contained in their proposal, which are in the best interest of the City or to otherwise revise the scope of this RFP. All proposals, whether accepted or rejected, shall become the property of the ITEM 10
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City of Citrus Heights. All proposals received become public records. The City’s decision to award a contract will be based on many factors including, but not limited to service, cost, experience, financial strength, and ability to deliver, or for any other reason deemed by the selection committee to be in the best interest of the City. No single factor, such as cost, will determine the final decision to award. This RFP and the bank’s response, including all promises, warranties, commitments, and representations made in the successful proposal, shall become binding contractual obligations, and will be incorporated by reference in the final agreement between the City of Citrus Heights and the selected bank. All terms and conditions not specifically identified as exceptions will be considered acceptable to Contractor.

ESTIMATED TIMELINE (Dates are subject to change)
Distribution of RFP September 19, 2025
Deadline for Questions October 3, 2025
Closing Date October 10, 2025
Begin Selected Vendor Presentations/Interviews November 14, 2025 Present Recommendations to City Council January 2025

CONTACTS
For questions regarding the scope of proposal or the proposal process, please submit questions through email:

Susan Talwar, Administrative
Services Director
6360 Fountain Square Drive
Citrus Heights, CA 95621
Phone: (916) 727-4712
Email: [email protected]

SUBMISSION INFORMATION
Proposals must be submitted to:

City of Citrus Heights Finance Department
Attention: Susan Talwar, Administrative Services Director 6360 Fountain Square Drive
Citrus Heights, CA 95621

All proposals must be delivered no later than 5:00 p.m. on November 17, 2025. Late submissions or proposals will not be accepted.

Thank you for your interest in working with the City of Citrus Heights for this service. We look forward to receiving your proposal.

ITEM 10
Agenda Packet Page #42
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE
: September 10, 2025
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Casey Kempenaar, Community Development Director
Alison Bermudez, Senior Planner
SU
BJECT: Grocery Outlet – 5409 Sunrise Boulevard
Request for Letter of Public Convenience and Necessity (PLN-25-13) Su
mmary and Recommendation
A L
etter of Public Convenience and Necessity (PCN) offers the City Council the ability to approve or deny alcohol license applications when a census tract area is considered “over- concentrated” by the Department of Alcoholic Beverage Control (ABC). Grocery Outlet, a retail grocer, will soon be opening at 5409 Sunrise Blvd., within a census tract (81.38). ABC has determined two off-sale establishments would be allowed within the census tract without being considered over-concentrated. As shown in Attachment 2A, eight off-sale locations currently exist.

Al
though the census tract has eight off-sale locations, most locations are supermarkets, or drug/variety stores where a variety of other products are sold in addition to alcohol for the one- stop shopping experience.

St
aff recommends the following motion:

M
ove to approve the Letter of Public Convenience and Necessity to allow the issuance of a Type 21 alcohol license for the sale of beer/wine for the Grocery Outlet opening at 5409 Sunrise Boulevard.

Cit
y Council Strategic Goal/Objective
Th
is staff report aligns with the following Citrus Heights City Council Strategic Plan Objective:

Go
al: Diversify for a vibrant economy
ITEM 11
Agenda Packet Page #43
Subject: 5409 Sunrise Boulevard- Letter of Public Convenience and Necessity Date: September 10, 2025

Page 2 of 3 ends

Printed on Recycled Paper
Fiscal Impact

The proposed grocery store is anticipated to generate approximately $4,500 in quarterly sales tax revenue.

Background and Analysis

Letter of Public Convenience and Necessity (PCN)

The California Department of Alcoholic Beverage Control (ABC) requires an applicant to obtain a letter of “public convenience and necessity” (PCN) from the affected jurisdiction (the City of Citrus Heights) because the area is deemed “over concentrated” by ABC standards. Over concentration is based on the number of existing licenses within each census tract with a maximum number assigned per tract.

The applicant is required to obtain a “letter of public convenience” from the City Council because the number of alcohol licenses in the area exceeds ABC’s standards (one per 2,000 capita). As part of their request, the applicant is required to demonstrate the alcohol license request would serve the public’s convenience and necessity.

Chapter 6 of the Citrus Heights Municipal Code regulates the issuance of “letters of public convenience”. The Chapter outlines a process by which a variety of departments and agencies review applications for “letters of public convenience”. Department review is related to current and past concerns at the location, including criminal activity, building code violations, business license renewal, zoning approval, health violations, zoning enforcement, and complaints to the ABC.

Each department reviews the application and can recommend denial of the application based on problems with the site. The City Council is not obligated to approve the license request even if the business has not violated any department’s provisions. While Chapter 6 contains standards for reviewing departments to recommend denial of an application of this type, it does not contain any standards for approving such applications and determining that the “public convenience and necessity” standard is met. There are no criteria for spacing of these uses or other limitations found within the Code. The Council has the full discretion to approve or deny the “Letter of Public Convenience” request.

Project Description

Grocery Outlet, a new grocery store opening within the Sunrise Village Shopping Center (5409 Sunrise Boulevard) sells a wide assortment of grocery items including produce, meat, a range of prepared foods and general merchandise items. The store is requesting an alcohol license (Type 21) to allow beer/wine and distilled spirits to be sold as part of the product mix.

The applicant has provided a detailed description of the business operations at Grocery Outlet (Attachment 1). The following information is specific to the sale of alcoholic beverages:

ITEM 11
Agenda Packet Page #44
Subject: 5409 Sunrise Boulevard- Letter of Public Convenience and Necessity Date: September 10, 2025

Page 3 of 3 ends

Printed on Recycled Paper
• Alcohol sales are expected to be only a small percentage of overall store sales (approximately 4%) and will provide the customers the one-stop shopping experience.

• All register clerks are trained in proper alcoholic beverage sales rules, including use of Point-of-Sale required identification age verification.

• For security, Grocery Outlet has a minimum 16 camera system which has a view of all parts of the store, including the alcoholic beverage display area. The video system has a 30-day retrieval function that can track previous days’ activity.

• The alcoholic beverage display is approximately 801 square feet. The alcoholic beverage display area is 6% of the total square footage of the Grocery Outlet premises.

Letter of Public Convenience and Necessity Analysis

Based on information from the Department of Alcoholic Beverage Control (ABC), there are eight off-sale licenses within Census Tract 81.38. Of those, three are in close proximity to the subject site, as shown in Attachment 2A. Because the property is near the intersection of four census tracts, staff also reviewed all licensed locations within 1,000 feet of the store’s location.

As shown in Attachment 2B, there are seven such locations; however, four of them are situated across the major intersection of Sunrise Boulevard and Madison Avenue.

As required by Chapter 6 of the Municipal Code the Police Department has reviewed the request to provide off-sale beer, wine and distilled spirits. The Police Department reviewed the proposed location and does not object to the issuance of the Letter of Public Convenience for this location (Attachment 4).

As part of the City’s outreach program, staff informed the Sunrise MarketPlace (SMP) and the Birdcage Heights Neighborhood Area 11 of the request for a Letter of Public Convenience and Necessity. SMP has reviewed the request and provided a letter showing their support for this proposal (Attachment 5). As of the writing of this report, no response has been received from the Neighborhood Area or any other party.

Attachments:

1. Project Description

2.A. Map & List of Active Off-Sale Licenses in Census Tract 81.38 2B. Map & List of Active Off-Sale Licenses in a 1,000 ft radius of 5409 Sunrise Blvd

3. Grocery Outlet Floor Plan

4. Police Department Report

5. SMP Letter of Support

ITEM 11
Agenda Packet Page #45
Statement of Business Operations
For Finding of Public Convenience or Necessity for Type 21 ABC License
5409 Sunrise Blvd
June 25, 2025
Grocery Outlet will operate a 21,500 square foot store . They are requesting to sell beer, wine, and distilled spirits for off-site consumption (ABC Type 21 License).

Grocery Outlet offers fantastic bargains and deals on a variety of products including groceries, frozen foods, deli items, vitamins, health and beauty items, housewares, gift items and much, much more. Brand names for less is the name of the game and smart shoppers get incredible savings over regular store prices every day when they shop at Grocery Outlet. Grocery Outlet gets products by searching the nation’s major manufacturers for amazing one-time buys resulting from excess production, packaging/design changes, and special promotions. Grocery Outlet’s assortment of products changes frequently because of the nature of the one-time buys.

As such, Grocery Outlet stores are “destination stores”. Although the sale of beer , wine, and distilled spirits is approximately 4 -5% of total sales, the customers desire the convenience of being able to purchase alcoholic beverages together with the typical grocery items. This convenience is imperative to Grocery Outlet’s ability to serve and attract customers. Moreover, Grocery Outlet believes that offering a full assortment of products typically found in grocery stores is beneficial to the neighborhood and city. As a destination store, Grocery Outlet typically has customers who shop from outside the city.

Grocery Outlet owns over 250 stores in California that sell alcohol. Operators and their employees of all the locations are careful to make sure the store is always clean, neat, and free from debris. Grocery Outlet has had no significant issues raised by l ocal law enforcement agencies with respect to alcoholic products or public disturbances. Grocery Outlet is fully aware of the unique responsibilities of operating a store associated with alcoholic beverage sales.

The store will be open from 7 AM to 10 PM daily. The store will be staffed with approximately 35 employees; approximately 12 employees are on -site at any given time during store operations.

As related to alcohol sales, all register clerks are trained in proper alcoholic beverage sales rules, including use of Point -of-Sale required identification age verification. All clerks have read and signed the Alcoholic Beverage Control’s Clerk’s Affidavit. These affidavits are kept on file by the store operator. For security, Grocery Outlet has a minimum 16 camera system which has a view of all parts of the store, including the alcoholic beverage display area. The video system has a 30- day retrieval function that can track previous days’ activity.

Attachment 1
ITEM 11
Agenda Packet Page #46

The alcoholic beverage display is approximately 801 square feet. The alcoholic beverage display area is 6% of the total square footage of the Grocery Outlet premises.

Justification Statement:

The issuance of the ABC Type 21 License at this location will provide public convenience as consumers have become accustomed to being able to purchase groceries, consumer goods, beer, wine, and distilled spirits in one stop. Furthermore, as a large corporate company, Grocery Outlet will operate with high standards to ensure that the sale of alcohol is not detrimental to the surrounding community. Therefore, it is in the public interest to allow the sale of alcohol at this full-service grocery store.

ITEM 11
Agenda Packet Page #47

Existing Off-Sale Locations within
Census Tract 81.38

1. Mr. Liquor

2. Amazon Fresh

3. United Oil

4. Joe’s Food & Liquor

5. Farmer’s Country Market

6. Walmart

7. World Market

8. Target Store
8 1
4 2
6 7

5 3

81.38 Boundary
Grocery Outlet Location
Existing Off-Sale Locations within Census Tract 81.38
Attachment 2A
ITEM 11
Agenda Packet Page #48

81.39 81.38

80.07 80.08
1000 FT Radius
Existing Off-Sale Locations within 1000 Ft

1. Mr. Liquor

2. Amazon Fresh

3. United Oil

4. Smart & Final

5. Quick Stop

6. H&S Energy

7. Trader Joe’s
Grocery Outlet Location
6 1 3
2 4
5 7
Locations within 1000 Ft of 5409 Sunrise Blvd
Attachment 2B
ITEM 11
Agenda Packet Page #49
12345
A
B
C
D

NIC, ADJACENT TENANT

NIC, ADJACENT TENANT
AISLE 1
AISLE 2
AISLE 3
AISLE 4
AISLE 5
AISLE 6
AISLE 7
AISLE 8
AISLE 9

SEASONAL

ENTRANCE
COKE
mdser
(60X24)

GO COOLER
mdser
(60X24)
PEPSI
mdser
(60X24)

GO COOLER
mdser
(60X24)
BALER

ON GRADE RECEIVING
9'x10' ROLL-UP

BEER & WINE
801 SF
BALER

STAGING

HOLLIS ST
POWERWALL.
4" CONCRETE CURB AND
BOLLARDS. ENGINEER TO
CONFIRM BEST LOCATION.

PROD
BUNK
MEAT
BUNK
FISH
BUNK

OUTDOOR
MERCH
(N) PIPE CART
CORRAL

ADA CART

WALL-MOUNTED

FORKLIFT CHARGER

PALLET DROP

ALCO BINS

POWERWALL
BANANA
RACK
13333 SF

SALES FLOOR
126
697 SF

DAIRY/ PRODUCE
COOLER
127
181 SF

FRONT OFFICE
128
3R
2R
1R
451 SF

FREEZER
130
36-72-72 2-TIER WIRE
164 SF

MEAT COOLER
131
4FT
4FT
4FT 4FT 4FT
24-36-84 24-48-84
24-36-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-84 24-48-8424-48-8424-48-8424-48-8424-48-8424-48-8424-48-8424-48-8424-48-8424-48-8424-48-84 24-36-84 36-102-72 2-TIER36-102-72 2-TIER
24-36-84
8' - 1" 8' - 6"
36-84-42 2-TIER 36-84-42 2-TIER
36-84-42 2-TIER 36-84-42 2-TIER
36-102-72 2-TIER WIRE
36-102-72 2-TIER WIRE 36-102-72 2-TIER WIRE36-102-72 2-TIER WIRE 36-102-72 2-TIER WIRE
36-84-42 2-TIER28-48-4828-48-4828-36-4828-36-4828-48-48 28-36-84 28-36-84 28-36-84 28-36-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-36-84 28-36-84 5DR FF REACH-INS

TALL & NARROW
5DR FF REACH-INS

TALL & NARROW
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-8428-48-84 28-48-84 28-36-84 28-36-84 2DR FF
T & N
2DR FF
T & N
5DR FF REACH-INS

TALL & NARROW
5DR FF REACH-INS

TALL & NARROW
8' - 1"7' - 9"10' - 0"8' - 3"7' - 4"7' - 4"
28-30-8428-30-84
28-30-84 28-30-84
10' - 0"
9' - 2"
6' - 0"
10' - 4"
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-30-8428-30-84
28-30-84 28-30-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-30-8428-30-84
28-30-84 28-30-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-30-84 28-30-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-30-8428-30-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-30-84 28-30-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-30-8428-30-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-30-84 28-30-84
28-30-84 28-30-84
28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-36-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-48-84 28-36-84 5' - 0" 5' - 0" 5' - 0" 4' - 0"
14-36-48
14-36-48
18-48-48 18-48-48 18-48-48 18-48-48
18-48-48 18-48-48 18-48-48 18-48-48
14-36-48
14-36-48
18-48-48 18-48-48 18-48-48 18-48-48
18-48-48 18-48-48 18-48-48 18-48-48
14-36-48
14-36-48
18-48-48 18-48-48 18-48-48 18-48-48
18-48-48 18-48-48 18-48-48 18-48-48
50" X 98"

ICE CASE
12' DELI CASE

HIGH PROFILE
12' DELI CASE

HIGH PROFILE
8' MEAT 8' MEAT 12' PRODUCE 12' PRODUCE10 DOOR DAIRY COOLER BAKERY
TABLE
7' - 0"
4R
5R
NUT
TABLE
11' - 7" 10' - 0"
100 SF

BACK OFFICE
132
12' B&W CASE
5' - 0"
TYP
3' - 6"

GO COOLER
mdser
(60X24)
24-48-84
(E) COL
(E) COL(E) COL
(E) COL(E) COL
SAFE
3323 SF

STOCK ROOM
114
24-36-84
24-48-84
24-48-84

MODIFY (E) WALL TO
ACCOMODATE 16'-0 X 8'-8"

AUTOMATIC ENTRY DOOR

PER GOI PROTOTYPE
(N) WALL TO ACCOMMODATE 3'-0"
X 7'-0" DOOR WITH PANIC

HARDWARE AND FIRE ALARM
(E) COLUMN
(E) GAS
± 47' - 1 1/2"
± 42' - 8 1/2"
± 44' - 0 1/2"
133' - 10 1/2"
± 27' - 0 1/2" ± 46' - 0 1/2" ± 41' - 11 1/2" ± 44' - 10 1/2" 159' - 10 1/2"
(E) RAMP TO
REMAIN
16' - 0"
(N) PROTECTION

BOLLARDS
13' - 7"
EYE
WASH
146 SF

BREAK ROOM
149
6' - 0"
24-36-8424-48-84
24-36-84
8' - 0"
PROD
SLANT
RACKS
56 SF

FIRE RISER
ROOM
150
7' - 5"
36-84-42 2-TIER
28-36-84
28-36-84
28-36-84
28-36-84
6' - 0"
6' - 0"

CLEANING
SUPPLY

STORAGE
12' SALAD
12' - 2"
FLOOR

SCRUBBER
7' - 6"
16' - 1 1/2"
92 SF

HALLWAY
153
74 SF
RESTROOM #1
152
74 SF
RESTROOM #2
151
24-48-84
5' - 0"
5' - 0"
6' - 0" 6' - 0"COMPRESSOR RACK
36-102-72 2-TIER WIRE36-102-72 2-TIER WIRE

FORKLIFT

ROOF ACCESS

LADDER AND
HATCH

PALLET DROP
MODIFY (E) 5'-6" x 8'-0"

OPENING TO
ACCOMMODATE A 9'-0" X
10'-0" ON-GRADE RECEIVING

DOOR PER GOI PROTO

REMOVE AND INFILL

OPENING TO MATCH
(E) EXTERIOR WALL

REMOVE (E) DOUBLE

DOOR, MODIFY
OPENING FOR A 3'-0"
X 7'-0" MAN DOOR
(N) CONCRETE

PAD AND RAMP
2' - 0"
2' - 0"(N) TRASH ENCLOSURE

WITH ROOF AND

CONCRETE PAD PER

GOI STANDARDS
325 SF

EQUIPMENT
ROOM
155
28-48-84
28-48-84
28-48-84
28-48-84
28-48-84
28-48-84
28-48-84
28-48-84
36-102-72 2-TIER WIRE
36-72-72 2-TIER WIRE 36-102-72 2-TIER WIRE
36-102-72 2-TIERMEAT SCALE AND
PRINTER STATION 36-102-72 2-TIER
24-48-8424-36-84

LINE OF (E)

CANOPY ABOVE
(E) COL
(E) COL

EXTENT OF (E)
ME

ZZANINE
ABOVE
(SLOPE)
(SLOPE)
(SLOPE)
(N) EXTERIOR

CANOPY PER GO

PROTOTYPE
1' - 3"
1' - 10"
24-48-8424-36-84
5' - 9"

ALCO BINS

ALCO BINS
8' - 0"9' - 0"
28-48-84
28-48-84
28-48-84
28-48-84
24-48-84
1608 SF

NOT USED
156
WALL LEGEND:
= SHELL STRUCTURAL WALLS (CMU)
= T.I. LOAD-BEARING / SHEAR WALLS
= T.I. FULL HT. PARTITIONS (TO BOTTOM OF ROOF)
= T.I. PARTITIONS (TO BOTTOM OF CEILING)
= T.I. COOLER WALLS (BY MANUF.)
= EXISTING SHELL STRUCTURAL WALLS
= BRASS BELL (AT CHECKSTAND #1)
FIXTURE PLAN LEGEND:
= ECO BAG GRIDS (3 - PER PLAN)

FLOOR AREAS
13,333 SF
3,323 SF
1,312 SF
1,047 SF
1,608 SF
20,623 SF
21,500 SF
13,614 SF
5,401 SF
SALES (NET) =
STOCK + RCVG (NET) =
BOXES (NET) =
SUPPORT + MISC. (NET) =
NOT USED (NET) =
TOTAL FLOOR AREA (NET) =
LEASABLE AREA (GROSS) =
F.O.H. =
B.O.H. =
<INCLUDES SALES, VESTIBULE, OFFICES>
<INCLUDES SUPPORT, BOXES>

BEER & WINE
AREA
43 SF
64 SF
LENGTH
12 LF
32 LF

DESCRIPTION / REMARK

CHILLED B&W (MULTI-DECK)
24"D GONDOLAS (PERIMETER)
18"D GONDOLAS (CENTER)
14" X 42" END CAPS
164 SF48 LF
21 SF18 LF
292 SF110 LFTOTALS:
801 SF

6.01%
= ALLOCATED FLOOR AREA - B&W
= RATIO TO TOTAL SALES FLOOR

SEASONAL
HEIGHT: 48"
BASE DEPTH: 28"
SHELF DEPTH: 24"
# SHELVES PER SECTION: 3
COLOR: SARAHA

PERIMETER
HEIGHT: 84"
BASE DEPTH: 24"
SHELF DEPTH: 20"
# SHELVES PER SECTION: 7
COLOR: SARAHA

CENTER STORE
HEIGHT: 84"
BA
SE DEPTH: 28"
SHELF DEPTH: 24"
# SHELVES PER SECTION: 6
COLOR: SARAHA

WINE - PERIMETER
HEIGHT: 84"
BA
SE DEPTH: 24"
SHELF DEPTH: 20"
# SHELVES PER SECTION: 5
COLOR: BLACK

WINE - CENTER
HEIGHT: 48"
BA
SE DEPTH: 18"
SHELF DEPTH: 16"
# SHELVES PER SECTION: 3
COLOR: BLACK

WINE - CENTER END CAPS
HEIGHT: 48"
BA
SE DEPTH: 14"
SHELF DEPTH: 12"
# SHELVES PER SECTION: 3
COLOR: BLACK

BARGAIN PROMO
HEIGHT: 42"
LENGTH: 84"
DEPTH: 36"
2 TIER OF SHELVING

GONDOLA SHELVING

DAIRY/PRODUCE & FREEZER
HEIGHT: 72"
LENGTH: 102" OR 72"
DEPTH: 36"
2 TIER OF SHELVING

WIRE MESH DECKS

STOCK ROOM
HEIGHT: 72"
LENGTH: 102" OR 72"
DEPTH: 36"
2 TIER OF SHELVING

STEEL SHELVING

MEAT COOLER
HEIGHT: 58.5"
LENGTH: 48"
DEPTH: 24"
3 TIER OF SHELVING
24 - 48 - 84
DEPTH
(BASE DECK)

LENGTH HEIGHT

GONDOLA SHELVING SIZES
36 - 84 - 42 - 2-TIER - WIRE

DEPTH LENGTH HEIGHT

STEEL SHELVING SIZES
# OF

SHELVING TIERS

WIRE MESH
DECKS

DISCLAIMER

NUMBERS SHOWN AS

AN EXAMPLE, REFER

TO PLAN FOR
ACCURATE SIZES.

ALL DIMENSIONS ARE

MEASURED IN INCHES

GROCERY OUTLET
SPACE
(N) TRASH

ENCLOSURE
9 6 0 A t l a n t i c A v e n u e
A l a m e d a , C A 9 4 5 0 1
T e l 5 1 0 8 6 5 8 6 6 3
F a x 5 1 0 8 6 5 1 6 1 1

PROJECT TEAM

ISSUE/REVISION RECORD

PROFESSIONAL SEAL

PROFESSIONAL IN CHARGE

PROJECT MANAGER

QUALITY CONTROL

DRAWN BY

PROJECT NAME

PROJECT NUMBER

SHEET TITLE

SHEET NUMBER

This drawing is the property of the above
referenced Professional and is not to be
used for any purpose other than the
specific project and site names herein,
and cannot be reproduced in any manner
without the express written permission
from the Professional.

C
:\
Users\ISanchez\Docum
ents\59309_
GO South C
itrus H
eights, C
A -
R22 -
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entral_

EXISTIN

G ELEVATIO
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isanchezK4FUU
.rvt7/15/2024 3:43:30 PM

CELSO RIVERA

TATIA GRIFFIN

IAN SANCHEZ

GROCERY
OUTLET
59309
F1-01

FIXTURE PLAN
5409 SUNRISE BLVD.,
CI
TRUS HEIGHTS, CA1/8" = 1'-0"1

FLOOR PLAN - FIXTURE LAYOUT
NORTH

FLOOR AREAS
RO

OM NAME AREA
BACK OFFICE 100 SF
BRE
AK ROOM 146 SF
DAIRY/ PRODUCE COOLER 697 SF
EQUIPMENT ROOM 325 SF
FIRE RISER ROOM 56 SF
FREEZER 451 SF
FRONT OFFICE 181 SF
HALLWAY 92 SF
MEAT COOLER 164 SF
NOT USED 1608 SF
RESTROOM #1 74 SF
RESTROOM #2 74 SF
SALES FLOOR 13333 SF
STOCK ROOM 3323 SF

DATE DESCRIPTION
24/06/2024 PRELIMINARY FIXTURE
PLAN
27/06/2024 FIXTURE PLAN V2
02/07/2024 FIXTURE PLAN V3
03/07/2024 FIXTURE PLAN V4
05/07/2024 FIXTURE PLAN V5
08/07/2024 FIXTURE PLAN V6
15/07/2024 FIXTURE PLAN V7
1" = 160'-0"3

KEY PLAN
Attachment 3
ITEM 11
Agenda Packet Page #50
6315 Fountain Square Drive | Citrus Heights, CA 95621 | (916) 727-5500 Alexander A. Turcotte, Chief of Police
CHPD Mission: To safeguard the people we serve and enhance quality of life by impacting crime with skilled policing professionals and community partnerships.

DATE: July 21, 2025
TO: Alison Bermudez, Senior Planner
City of Citrus Heights – Planning Division
FROM:

William Dunning, Lieutenant
Citrus Heights Police Department – Special Services Division

SUBJECT
: Grocery Outlet – 5409 Sunrise Blvd: Letter of Public Convenience & Necessity (PCN)
The Citrus Heights Police Department has reviewed the proposed Letter of Public Convenience and Necessity for Grocery Outlet located at 5409 Sunrise Boulevard, in Citrus Heights. The review process included an external inspection of the proposed location, a review of surrounding businesses with alcohol licenses, a CPTED evaluation, and an analysis of calls for service in the area.

The pr
oposed location is within an existing retail center and is satisfactory regarding environmental design and lighting. The parking lot has lighting in numerous strategic areas to ensure security during nighttime hours.

We will ask
that the security plan for the grocer mirrors that of the other use rs in the city with similar operations and will be consistent with the general security plans and practices of similar operators.

An analys
is was conducted of calls for service around 5409 Sunrise Boulevard during the past year. There appeared to be no noticeable trends nor any above -average number of calls for service at the location, and as compared to other similar businesses areas in Citrus Heights.

The Citr
us Heights Police Department recommends approval of the proposed request for Grocery Outlet to obtain a Type 21 for this location.

Attachment 4
Citrus Heights Police Department
ITEM 11
Agenda Packet Page #51

August 28, 2025
City of Citrus Heights
6360 Fountain Square Drive
Citrus Heights, CA 95621

RE: Grocery Outlet – Sunrise Village

To: Mayor Karpinski-Costa and City Councilmembers
As you are aware, Merlone Geier Partners (MGP) has spent millions of dollars renovating an aging shopping center in Sunrise MarketPlace (SMP) bringing exciting new tenants to the area. MGP does not own the Rite Aid parcel that is located in the middle of their center. The building has been a problem for a long time. It is old and stands out in stark relief against the improvements made at the center. We understand that Grocery Outlet has applied for an application for a Letter of Public Convenience & Necessity (PCN) for the sale of beer, wine, and distilled spirits for off-premises consumption (Type 21).

On behalf of the SMP Board of Directors, we highly encourage you to approve this application.

Please consider these beneﬁts during your deliberations:
• Competition: To be successful, and add another choice for shoppers, the grocer tenant must be able to have equity with all other grocery options in the MarketPlace. • Convenience: It’s more convenient to pick up alcohol along with your regular grocery shopping, saving on a trip to and saving on fuel consumption and greenhouse gas emissions.
• Expectations: Customers have come to expect a full-service offering, including alcohol at their local grocery store. This allows the tenant to meet the needs of their customers. verall, the integration of alcohol sales into grocery stores enhances convenience and accessibility, making it easier for people to manage their shopping needs. We appreciate your consideration of our support for this tenant’s application for a PCN.

Warmest Regards,

Kathilynn Carpenter
Executive Director
Sunrise MarketPlace Business Improvement District
Attachment 5
ITEM 11
Agenda Packet Page #52
Printed on Recycled Paper

DATE: September 10, 2025

TO: Mayor and City Council Members
Ashley J. Feeney, City Manager

FROM: Meghan Huber, Economic Development & Community Engagement Director

SUBJECT: Allocation of Non -Profit Community Support Fund Fiscal Year 2025/2026

Summary and Recommendation

The Nonprofit Community Support Fund (NCSF) provides small grants to nonprofit organizations that deliver programs that support Citrus Heights residents. Funding of $150,000 is allocated annually from the General Fund. For FY 2025–26, the application window was open July 14– August 15, 2025, and promoted through the City’s website, email lists, and social media. Twelve total applications we received. The Quality -of-Life Committee met to review the Non-Profit Community Support Fund applications on August 29, 2025, and recommen ds funding nine applications for $132,300.

City Council Strategic Goal/Objective

This staff report aligns with the following Citrus Heights City Council Three Year Goal:

• Enhance Community Vibrancy and Engagement.

Fiscal Impact

The Economic Development Support Fund for FY 2025- 2026 is budgeted at $305,000, of which the Non-Profit Community Support Fund program's total annual funding allocation is $150,000 of that amount and The Quality-of- Life Committee has recommended dispersing $132,300. The remaining funds under the annual allocation would be available for deployment through the overall Economic Development Support Fund over the course of the fiscal year.

Background and Analysis

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
ITEM 12
Agenda Packet Page #53
Subject: Allocation of Non-Profit Community Support Fund Fiscal Year 2025/2026 Date: September 10, 2025

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The City of Citrus Heights offers limited one -time funding for non- profit organizations that provide services to residents of the Citrus Heights community through the Non-Profit Community Support program. The program is administered on an annual basis through an application process.

Program applications detail the proposed project description and schedule, number of residents served by the project, cost, and the leveraging of other funding sources , as well as performance indicators. Staff aggregates and reviews applications for completeness and presents them to the City Council Quality of Life Committee. The committee reviews the mix of applications and makes grant amount recommendations for City Council consideration. Below is a summary table of the twelve applications received.

FY 2024-2025 Non-Profit Community Support Fund Applications Received

Organization Program Overview/Notes Request ($)
Junior Achievement JA Elementary School
Programming and Materials
$5,500.00
Citrus Heights HART Rental Assistance Program $30,000.00 International Association for Human
Values
Project Welcome Home Troop's
SKY Resilience Training for
Veterans
$15,300.00
Art of Living Foundation 2nd Annual Yoga Fest event $7,500.00 Campus Life Connection Sayonara Center operations $25,000.00 Citrus Heights Arts CH40 Arts District Expansion, Art
Beat event, City Hall mural series
$40,000.00
Citrus Heights Community Marching
Band
Band operations funding -
instructors/equipment/ materials,
road closure for HowlOWeen
Parade
$20,000.00
Single Mom Strong Preschool and Childcare Facility
expansion $25,951.77
The Rooted Collective "From the Streets, For the Streets" homeless resources and outreach
$8,000.00
Purple Pageant Young Teen Society Chapters
programming
$20,000.00
San Juan Education Foundation Parent Teacher Home Visits for All
$10,000.00
Silver Wishes Wish Fulfillment Program $5,000.00
TOTAL

$212,251.77

Review and Committee Process
Staff reviewed applications using the approved rubric to confirm eligibility and completeness. The rubric does not rank or prioritize funding but establishes a baseline for Committee and Council consideration. Applications received along with rubric scoring sheet are included in Attachment

1. The Quality-of-Life Committee reviewed all eligible applications and developed funding ITEM 12
Agenda Packet Page #54
Subject: Allocation of Non-Profit Community Support Fund Fiscal Year 2025/2026 Date: September 10, 2025

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recommendations for Council. In its deliberations, the Committee noted that several proposals advance City Council strategic goals, including enhancing community vibrancy. Below are the Quality of Life (QOL) Committee recommendations:

FY
2025-2026 QOL Recommendation for Non-Profit Community Support Fund Award Organization Request ($) QOL Committee
Recommendation
Junior Achievement $5,500.00 $5,500.00
Citrus Heights HART $30,000.00 $30,000.00
International Association for Human Values $15,300.00 $15,300.00 Art of Living Foundation $7,500.00 $7,500.00
Campus Life Connection $25,000.00 $25,000.00
Citrus Heights Arts $40,000.00 $12,000.00
Citrus Heights Community Marching Band $20,000.00 $10,000.00 Single Mom Strong $25,951.77 $22,000.00
Silver Wishes $5,000.00 $5,000.00
TOTAL $212,251.77 $ 132,300.00
If
approved, staff will notify applicants, finalize agreements, and monitor performance to ensure accountability and impact.

Atta
chments
(1) No
n-Profit Community Support Fund FY 2025/2026 Application Bundle (2) Resolution 2025-___ Approving Non-Profit Community Support Fund Allocations for FY 2025/20256
ITEM 12
Agenda Packet Page #55
2025/2026 Nonproﬁt
Community Support
Fund Applications
1 ITEM 12
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TABLE OF CONTENTS
Art of Living Foundation 2
Campus Life Connection 14
Citrus Heights Arts 24
Citrus Heights Community Marching Band 33
Citrus Heights HART 41
International Association for Human Values 51
Junior Achievement 59
Purple Pageant 68
The Rooted Collective 74
San Juan Education Foundation 85
Silver Wishes 96
Single Mom Strong 107
ITEM 12
Agenda Packet Page #57
ART OF

LIVING FOUNDATION
2 ITEM 12
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Art of Living Foundation - Request for Community Grant for Yoga Fest

Project Name: Yoga Fest: The Art of Living Foundation is seeking funding to host the 2nd edition of Citrus Heights Yoga Fest, a free community event designed to promote health, wellness, and community connection. This one-day festival will feature meditation, yoga classes for all skill levels, mindfulness workshops, wellness vendors, and family-friendly activities. The event will be held at Van Maren Park and is expected to attract over 500 participants from Citrus Heights and surrounding communities. The goal of the Yoga Fest is to provide accessible wellness programming, foster community engagement, and support local businesses and instructors. By offering free yoga sessions and wellness resources, the event will help reduce barriers to health and wellness education for underserved populations. In the inaugural year, more than 500 Citrus Heights residents participated in the event making this a big success. The inaugural year was funded by the citrus heights community grant fund.

Statement of Need: Citrus Heights is a diverse community with a growing interest in health and wellness. However, many residents face barriers to accessing wellness programs due to cost, lack of transportation, or limited awareness of available resources. According to recent community surveys, over 60% of residents expressed a desire for more free or low-cost wellness activities. The Yoga Fest will address this need by providing a free, inclusive event that encourages physical activity, mental well-being, and community bonding. The event will also highlight local yoga instructors, wellness practitioners, and small businesses, creating opportunities for economic growth and collaboration.

2. Project Description and Program Goals:

1. Promote Health and Wellness: Offer free yoga classes and workshops to encourage physical activity and mental well-being.

2. Foster Community Connection: Create a welcoming space for residents to connect with each other and local wellness professionals.

3. Increase Accessibility: Ensure the event is free and open to all, with accommodations for individuals with disabilities and limited mobility. Yoga Fest aims to highlight the benefits of practicing yoga, breathwork, meditation and to motivate people to lead healthier lifestyles. This ancient practice has been scientifically shown to provide numerous physical and mental health benefits. Through these objectives, Yoga Fest aims to create a healthier, more inclusive, and environmentally conscious global community.

Expected Community Involvement: Yoga Fest is expected to attract a diverse audience, encompassing individuals of all ages, genders, and backgrounds. The event in the City of Citrus Heights aims to engage those interested in learning ways to lead a healthy and happy lifestyle .

The primary audiences for Yoga Fest include community members, health enthusiasts, newcomers to yoga. The event features multiple sessions covering various types of yoga( for adults and kids), breathing techniques, meditation, yoga knowledge, and healthy food.

Additionally, there will be yoga stalls, food stalls, handicraft stalls and game stalls creating a festive atmosphere for attendees. We anticipate that 1000 participants will attend and benefit from the program.
4 ITEM 12
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Project Team: Art of Living Foundation, a registered non-profit organization in California, organizes the event. The local yoga and meditation teachers including Jacqueline Lehr, Vicki Rounds, Bhaskar Vempati, Deepak Gilra, Amit Verma, Raajesh Ganeshan, Deepa Seetharamaiah, Nitisha Gilra, Kachana Tatipgari, and a team of volunteers will coordinate the project.

Project/Program Action Plan: The program will be scheduled at Upon grant approval, the Art of Living Foundation will create a promotional flyer and invite the community to join the event. The event has been scheduled for Sunday, April 26th, 2026, to enable a greater number of people from the community to take part in it. The event begins on Sunday at 3PM and concludes at 9PM. The completed report will be submitted to the City by May 31st.

Below is the timeline.

March 1 – March 10th: Flyer and registration link creation March 11th – April 23rd: Event Promotions, participant registrations, event Organization Planning and Preparation
May 10th Noon to 3.00 PM
Event Setup May 10th 3.00PM to 9.00 PM Event Organization May 31st: Report Submission to City Grant Team

Project/Program Maintenance: This project is expected to be a multi-year project.

Community Impact: The Citrus Heights Yoga Fest will have a lasting impact on the community by:
• Encouraging healthy lifestyles and stress reduction techniques. • Building a sense of community and belonging among residents. • Providing a free, accessible event for individuals of all ages and backgrounds.

Budget: Project Cost from City Community Grant: Rs $7,500

Description Fund Source Amount
Stage Setup, Tents, Chairs Community Grant $1,500.00
Sound System Community Grant $1,500.00
Website, RSVP Link, SEO Community Grant $700.00
Yard Signs, Banners, Flyers, backdrop Community Grant $800.00 Event Promotion (Social Media) Community Grant $1,500.00 Food Community Grant $500.00
T-Shirts Community Grant $500.00
Giveaways Community Grant $500.00
5 ITEM 12
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Conclusion: The Citrus Heights Yoga Fest is an opportunity to bring our community together in celebration of health, wellness, and connection. With your support, we can create a transformative event that benefits residents of all ages and backgrounds. We respectfully request funding to help make this vision a reality

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Non-profit Community Support Fund Program
Scoring Rubric
Organization Name:

TOTAL SCORE: /_____
Overview
Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

5. Provide an Itemized Budget
Program/Services Overview
The applicant clearly describes the specific program or event and aligns with the funding request High- 5 4 Medium-3 2 Low-1 Score
A clear summary of the Somewhat clear summary Vague, incomplete, or program/services with
specific details on how it
serves Citrus Heights
residents
of the program/services with
specific details on how it
serves Citrus Heights
residents
confusing summary of the
program/services with little
or no details on how it
serves Citrus Heights
residents
How many Citrus Heights residents will benefit from the program? 5 4 3 2 1 0 Score
>1000 >500 >250 >100 <50 Did not provide
an answer
The applicant identifies clear, specific outcomes that can be expected from this award High- 5 4 Medium-3 2 Low-1 Score
Clear definition of Good understanding of Success difficult to program/services anticipated specific ascertain, flawed by success. Clear picture results of success, but unmeasurable outcomes. of how it will lacks detail.
demonstrate outcomes
are met.

Art of Living Foundation (Yoga Fest)
1 1
1 1
5 5
4 24
29 12
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Budget
Detailed Project Costs
High- 5 4 Medium-3 2 Low-1 Score
Strongly detailed and
realistic budget with
sound use of funds
The budget generally
appears to support the
program/services as
described, although there
are gaps in detail.

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

The grant request is 100% of total project cost.
13 ITEM 12
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CAMP

US LIFE CONNECTIONS
14 ITEM 12
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15 ITEM 12
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16 ITEM 12
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Sayonara Center’s Project Plan and Description
Since 2004, the Sayonara Center has made a tremendously positive impact on hundreds of students who live on Sayonara Drive and in the surrounding community. The Sayonara Center is a free, after-school center that serves 90 vulnerable, low-income, and at-risk youth in 1st through 12th grade each year, oﬀering sports opportunities and recreational activities; one-on-one mentoring; tutoring, homework assistance, and educational activities and games; a technology center for students to complete school assignments; daily, nutritious snacks and meals; biweekly life-skills classes (e.g., career and ﬁnancial planning, cooking and baking); and opportunities to participate in day trips and camps. The mission of the Sayonara Center is to teach vulnerable youth character, conﬁdence, and responsibility and to raise up leaders from within this challenged community who will aﬀect long-term change.

The steps for implementation are as follows: Students receive help with their homework, which propels many of them on to greater academic achievements, including better attendance records, improved grades, and a greater chance of graduation. Staff and volunteers break into small groups with the attending students to practice reading out loud; to work on addition, subtraction and multiplication; and to finish up their homework for the night, if needed.

This extra tutoring has become part of the students’ lives and routines. Students are also given the opportunities to play educational games that build on, refine, and reinforce academic concepts. The students look forward to receiving this extra assistance, and their parents appreciate knowing that their children are in a safe environment, are learning, and will return home with their homework and school projects completed.

Besides the learning aspects, the students have formed special bonds with Sayonara Center staff and our 21 volunteers. Sayonara Center staff and volunteers fulfill many roles—tutor, mentor, advisor, food preparer, taxi driver, coach, and friend. Their commitment to making the Sayonara Center a safe place for children to learn and grow is what has made the Sayonara Center such a catalyst for change—on a personal level and throughout the community it serves. Our volunteers read to students, help them with homework, work on flash cards, check in on students, bake them treats, plan lessons and crafts, and play games to help make the Sayonara Center a place students feel wanted and welcomed. The students recognize that they are cared for and the Sayonara Center staff and volunteers pour into the students’ lives through the friendships and mentorships they have formed at the Sayonara Center. The most powerful part of all of those pieces is the genuine care given by the Sayonara Center staff, volunteers, and community partners. When students are given assistance with homework, play a game, or receive help learning sight words or math concepts, it is done so with care—with the student’s well-being and future in mind. The students are cheered on, lifted up, and exhorted when necessary to help them become the best they can be.

Beyond the daily Sayonara Center activities, the community’s love for the Sayonara Center youth has provided rich recreational opportunities that many students would not have otherwise—including participation in the weekly activities; field trips; the Citrus Heights Police Activities League (P.A.L.); an 8-week Crossover Basketball league for middle-school and high-school students, coached by two Sayonara Center high-school students, which will be repeated this school year; and a number of activities during the summer including camps, swimming lessons, and arts and crafts.

Eac
h afternoon, students receive a healthy meal and snacks through our generous donors. For many of our students, the afternoon meal they receive at the Sayonara Center is the last nutritious meal they will have for the day. During the school year, the Sayonara Center feeds an average of 50 students daily after school. During the summer months, the majority of Sayonara Center students do not have daily meals as they are not in school to receive free lunches. Through this grant project, we will continue to increase our offering of meals by providing our 90 students with meals during the summer whenever an activity is offered. We will also continue to allow students to take extra food from the Sayonara Center’s daily meals home to their families to help supplement nutritional gaps. Additionally, the Sayonara Center offers biweekly cooking and baking classes, held by a retired culinary teacher, to teach the students about nutrition and to give them skills to prepare healthy meals for themselves and their families. Behind each word used to describe the Sayonara Center and what we do are caring staff, an army of volunteers, and a tremendous amount of love and concern for the well-being of each and every student which motivates us to continue on and to do better each year. The City of Citrus Heights’ partnership with the Sayonara Center is the catalyst to help children grow to become strong, participating members of their community and has 17 ITEM 12
Agenda Packet Page #73
the potential to raise up leaders from within this community and create long-term change.

The C
ity of Citrus Heights has funded this project several times in the past, including financial gifts and providing the facility in which we meet.

The funds will be needed beginning October 2025 on a monthly or quarterly basis through June 30, 2026. Project milestones include open registration in August and special programming throughout the year (e.g., sports leagues, spring break camp, week-long summer camps, Thanksgiving and Christmas events, etc.). Performance indicators used to measure the success of the Sayonara Center include attendance records and feedback from participants and their parents. The project is ongoing, running throughout the school year, with special programming during the holidays and summer.

The success of our program can be measured in empirical and observational data. Empirical data is derived from tracking students’ attendance at the Sayonara Center, as well as from the measurement and tracking of students’ academic success through their online report cards. Students are rewarded for checking their grades online, and, at the end of each grading period, Sayonara Center staﬀ are able to note in which academic areas students may be struggling and in which academic areas they are succeeding.

Empirical data also includes the graduation rate and college -attendance rate of the Sayonara Center’s senior high- school students. In the past six years, 40 senior high-school students of the Sayonara Center have graduated from high school and half are attending community college. Some of the graduating students had attended the Sayonara Center their entire school lives, which speaks to the Sayonara Center’s impact on the lives of its participants.

The observational data continually affirms that programming at the Sayonara Center is successful for the students, their families, and the community. As our staff and volunteers work with students each day, they are able to notice the progress each student makes in reading, writing, math, and social studies skills. Students eagerly running up to our staff, proclaiming the good news of their improved grades or awards received is a recurring event at the Sayonara Center. Parents relay to our staff on a regular basis the improvements they see in their children and how grateful they are for the work being done at the Sayonara Center. And school staff providing feedback about students’ improvements, with their grades and their behavior, encourages us to continue the good work we do with the youth at the Sayonara Center.

The
Sayonara Center continues to be more than an after-school program. People in the community come to us with questions and sometimes ask us for help as they have no one else to whom to turn. We provide the Sayonara community with advice; help with using a computer and printing documents; access to a bathroom, phone, snacks, diapers, water on a hot day; and more. The many youth of the Sayonara Center who have graduated and recently returned for the “Sayonara Center Reunion,” as well as the former Sayonara Center youth who volunteer at the Sayonara Center, are a further testament to the lasting impact the Sayonara Center has on the youth who participate.

Campu
s Life Connection (CLC)’s flagship Lerwick Community Center opened its doors in 2001 and served 30-45 youth weekly in a neighborhood overwhelmed with high crime, drugs, and gang activity. Positive quantitative outcomes such as increased academic performance by participating youth and a decrease in the high crime, drugs, and gang activity were evidenced regularly. Due to the Lerwick Community Center’s success, a City of Citrus Heights councilmember approached CLC, asking if CLC could replicate the program in Citrus Heights. The City of Citrus Heights designated funding to start CLC’s after-school community center in a 2-bedroom apartment on Sayonara Drive. The Sayonara After-School Program (Sayonara Community Center) opened its doors in Citrus Heights in 2004, serving 25 youth. The Sayonara Community Center quickly outgrew the two-bedroom apartment provided by the City of Citrus Heights, so CLC rented two units and combined them by removing a wall, which worked temporarily. Because of the increased number of youth attending and the tremendous success of the Sayonara Community Center in reducing the rate of crime, drugs, and gang activity on Sayonara Drive, upon reviewing the program, the City Manager realized the City of Citrus Heights needed to build a facility in which to house the Sayonara Community Center. In 2011, the City of Citrus Heights constructed the Citrus Heights Children and Youth Center and generously provided the facility for the Sayonara Community Center (Sayonara Center).

The Sa
yonara Center has been highly successful in serving Citrus Heights residents. When we opened in 2004, we 18 ITEM 12
Agenda Packet Page #74
served approximately 25-30 students and their families; 21 years later in 2025, we have 90 students enrolled.

Thi
s increase from 2004 can be attributed to the great need in the area due to family dynamics and language barriers, integral partnerships with the City of Citrus Heights and many other community partners, and the consistency and value of the services offered. The increase speaks volumes about the true value of the services offered and the care with which they are given. It should be noted also that the Sayonara Center originally was founded to serve Sayonara Drive residents, but, over the years, as the reputation of the Sayonara Center has grown favorably, we expanded to serve the surrounding neighborhood. Through continual collaboration with the City of Citrus Heights, the Sayonara Center’s presence has positively impacted the community by helping to decrease the crime rate, increase services for low-income families, instill confidence in children and youth, and improve students’ academic performance, and we expect to continue to see these outcomes through this grant project.

In addition to those we help who are not regular Sayonara Center participants, the number we serve includes registered Sayonara Center participants, as well as the families of those children. Approximately 63% of the students with whom we work have non-English-speaking parents, who face great challenges to help their children academically due to the language barrier. We currently have 90 students registered at the Sayonara Center, so, based on participants and their families alone, we serve approximately 300 people. Figuring in an unknown number of requests for help throughout the year, we estimate that we serve more than 300 people over the course of the year.

Prior City of Citrus Heights funding awarded (city-administered grants, CDBG funds, etc.) to our organization over the past ﬁve (5) years:

CSF Funding: CDBG Funding: CV Funding:
2024: $22,000 CSF 2024: $21,698.20 CDBG
2023: $19,388 CSF 2023: $10,930 CDBG 2023: $16,558 CV
2022: $15,000 CSF 2022: $17,343 CDBG 2022: $27,373 CV
2021*: $15,000 2021: $14,000 CDBG 2020: $15,750 CV
2020: $11,000 CSF
*In 2021, we received $15,000 from the City of Citrus Heights’ CDBG-CV-3 Phase I (FY 21/22 Formerly CSF).

Our organization is applying for $28,000 in 2025 CDBG funds.

A copy of our IRS Determination Letter verifying non-proﬁt designation is attached. 19 ITEM 12
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Sayonara Center’s Project Budget & Grant Request
What is the total proposed program/project costs?
The cost to run the Sayonara Center is $230,009. We are requesting $25,000 from the City of Citrus Heights.

This would be in addition to the $28,000 requested from the 2025/20265 City of Citrus Heights’ CDBG funds and the building provided by the City of Citrus Heights. Based on 300 people per year, the per-resident cost to the City is approximately $176.66 per year, or about $14.72 per month. (Numbers for the City cost include General Fund money plus CDBG.)
Detail all current and anticipated funding sources. List other organizations/agencies for which your organization will receive funding for this project.
- M&M Whitmire Family Foundation – Awarded: $9,500
- Terra Foundation – Awarded: $18,300
- City of Citrus Heights Community Development Block Grant – Requested: $28,000 (pending) We are continually researching and applying for grants suitable for the Sayonara Center.

For ongoing programs, describe how your organization will fund future expenses.

Campus Life Connection (CLC) continually seeks strategies and resources to work on self-sustainability. The Sayonara Center participates in organization-wide fundraisers, including luncheons, dinners, auctions, ﬁreworks booths, and golf tournaments each year. All proceeds of donated items procured by Sayonara Center staﬀ go toward funding the Sayonara Center.

Sayonara Center staff communicate monthly with hundreds of supporters, sharing stories of success and the Sayonara Center’s needs, through which more financial supporters are gained. CLC staff are continually pursuing grant opportunities to help fund the Sayonara Center and our development staff continually pursue new avenues for raising funds through community agencies, businesses, and individuals.

CLC has a strong base of supporters made up of individuals, businesses, and nonprofits in the area. The majority of these donors contribute on a monthly basis and several provide generous yearly gifts to help meet the financial needs of the Sayonara Center. Supporters of the Sayonara Center are engaged for special fundraisers throughout the year and asked to participate and garner the involvement of others to help raise funding through these special events/opportunities. Through community outreach, grant proposals, and individual networking, we continually pursue funding for self- sustainability.

How mu
ch of the total project costs is your organization requesting from the City? Our organization is requesting $25,000 from the City of Citrus Heights out of the total projects costs.

Describe how the funding requested serves only Citrus Heights residents.

The Sayonara Center serves only residents of the City of Citrus Heights. Campus Life Connection keeps all programs segregated—funds are not comingled, so Citrus Heights money is not used in other programs.

The Sayonara Center will serve approximately more than 300 Citrus Heights residents. Registration is held at the Sayonara Center at the start of each school year. The parent(s)/guardian(s) of each child who participates must fill out a registration form noting name, address, number of people in household and ages, schools attended by their children, income, race, ethnicity, and household characteristics. Each time a new child begins to participate at the Sayonara Center during the school year, their parents are required to fill out the same form. This process allows us to accurately track the number of residents being assisted and provides the Sayonara Center with pertinent identification information including ethnicity, race, and household income data. This ensures that the participants at the Sayonara Center meet the objective of helping low- or moderate-income persons.
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Campus Life Connection
Sayonara Budget Overview
July 2025 through June 2026
Jul '25 - Jun 26
Income
5100 · CONTRIBUTED INCOME
5130 · Sponsor 53,600.00
Total 5100 · CONTRIBUTED INCOME 53,600.00
5180 · Grant Income
5120 · Gov. Grant Income 50,000.00
5125 · Foundation Grant Income 61,300.00
Total 5180 · Grant Income 111,300.00
5200 · Program Income
5245 · Program Donation In Kind 32,400.00
Total 5200 · Program Income 32,400.00
Total Income 197,300.00
Expense
6100 · Direct Program Costs
6105 · Staffing Services 149,711.01
6110 · Staff/Volunteer Expense 1,620.00
6130 · Programs 24,000.00
6132 · Program RMAs 900.00
6165 · Community Event 400.00
6166 · Community Collaboration 800.00
6175 · Office Supplies 450.00
Total 6100 · Direct Program Costs 177,881.01
6200 · Facility Expense
6201 · Program Site Rental 32,400.00
6205 · Facility Supplies 1,080.00
6215 · Maintenance & Repair 4,500.00
6220 · Security 1,500.00
6225 · Utilities 5,700.00
6235 · Property Insurance 5,148.00
Total 6200 · Facility Expense 50,328.00
6300 · Administration
6313 · Software Service/Maintenance 300.00
6340 · Memberships & Scubscriptions 0.00
6345 · Development Expense 1,500.00
Total 6300 · Administration 1,800.00
Total Expense 230,009.01
Net Income -32,709.01
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Non-profit Community Support Fund Program
Scoring Rubric
Organization Name:

TOTAL SCORE: /_____
Overview
Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

Identified other funding sources (e.g., fees, donations, grants) the organization has received High-
5 4 Medium-3 2 Low-1 Score
Demonstrates Demonstrates some Demonstrates minimal
significant financial financial support from financial support from support from other other funding sources other funding sources funding sources without without City funding without City funding City funding
Written Comments
3 3
Detailed project costs: majority of budget is staffing
Other funding sources: Funding request from City of Citrus Heights (inclusive of Nonprofit Support Grant and CDBG request) is 23% of total operational costs. Additionally, city has funded organization at similar level for over five years.
23 ITEM 12
Agenda Packet Page #79
CITR

US HEIGHTS
ARTS
24 ITEM 12
Agenda Packet Page #80
Approved by City Council January 11, 2024

Non-profit Community Support Fund
Program Grant Application

A completed application includes all details below from the Project Plan & Description and the Project Budget & Grant Request. Application packets not containing all parts will be considered incomplete.

Organization:

Applicant Name & Title:

Address:

Event/Project/Program Title:
501(c)(3) Number:
(Include a copy of the IRS Letter w/Application)

Primary Contact Name:
(If other than the applicant)

E-mail and Phone Number:

Requested Grant Amount ($):

By signing this document, I agree I have read (1) Non-Profit Community Support Program Guidelines, (2) Non-Profit Community Support Program Review and Approval Process, and (3) Non-profit Community Support Fund Program Scoring Rubric. I certify that funds will be used for the purpose specified in the application and supplemental documents. I understand that a final report and summary of the award are due no later than 45 days after the final project is completed or within 12 months from the award. I understand that failure to adhere to all program guidelines could prohibit me or my organization from applying for future funding.

Signature and Date:

Project Budget & Grant Request
Attach the following details to the application: A maximum of two (2) pages. • What is the total proposed program/project costs? Detail all current and anticipated funding sources. List other organizations/agencies for which your organization will receive funding for this project. • For ongoing programs, describe how your organization will fund future expenses. • How much of the total project costs is your organization requesting from the City? • Describe how the funding requested serves only Citrus Heights residents

CITRUS HEIGHTS ARTS

MARCIA RAYFORD
5750 SUNRISE BLVD STE 225-J Citrus Heights, CA 95610
Ch 40 Arts & Economic Impact Initiative
81-4564671
NA
[email protected]
40,000.00
25 ITEM 12
Agenda Packet Page #81
Approved by City Council January 11, 2024

Application Submittal Process: E-mail the signed application packet and all attachments to [email protected] no later than 4:00 p.m. by August 16th, 2024.

LATE APPLICATIONS WILL NOT BE ACCEPTED

Post Award Reporting Requirements
• All City-Administrated Grants and incentive programs require a final project report to demonstrate that the applicant achieved the program's goals and utilized the funding appropriately. This provides a framework for accountability and highlights the organization’s worthiness for future funding. • All reports are due within 12 months of the project's approval or 45 days after completion.

Applicants who fail to provide a final report may be denied future funding. 26 ITEM 12
Agenda Packet Page #82

Citrus Heights Non-Profit Community Support Grant Application Requested Grant Amount: $40,000
Organizational Background
Citrus Heights Arts is a 501(c)(3) nonprofit dedicated to creating vibrant, inclusive public art experiences that connect community, support local artists, and foster civic pride. Since our founding, we have spearheaded signature initiatives such as Art Beat, our annual outdoor arts festival now entering its third year and the CH40 Arts District, which has brought murals, installations, and artist engagement to the Auburn Boulevard corridor and beyond.

We operate with a strong volunteer base, leveraging partnerships with the City of Citrus Heights, local businesses, and regional sponsors to maximize impact. Our track record includes securing sponsorship from Republic Services, Stones Gambling Hall, Senator Roger Niello, and building sustainable community programs that grow year after year.

Project Description
The proposed project will fund three interconnected initiatives that advance Citrus Heights Arts’ mission and directly benefit residents:

1. Art Beat 2025 (Third Annual) - A one-day community arts festival at Rusch Park featuring interactive art installations, live performances, hands-on workshops, and local artisan vendors. The event is free to attend and designed to engage over 1,000 residents of all ages.

2. CH40 Arts District Expansion- Development and branding of the CH40 Arts District, including wayfinding signs, banners, marketing campaigns, and public art installations. We will partner with local businesses to offer murals at a reduced cost, increasing the number of installations and ensuring accessibility for small business owners. These collaborations will build long-term support for the arts across the district. The CH 40 Arts District begins at the Sylvan Community Center and runs along Auburn Boulevard to Interstate 80, with extensions branching east and west along Old Auburn Boulevard.

3. Rotating City Hall Mural Program — Creation of a professionally curated mural wall at City Hall that changes annually, showcasing different local artists and providing a high- profile platform for public art. The first mural will be installed between January and April 2026.

27 ITEM 12
Agenda Packet Page #83

District Activation & Community Engagement:

To deepen community connection, we will develop a CH40 walking tour featuring QR codes at mural and installation sites. These will link visitors to information about the artist, the

artwork’s meaning, and nearby businesses. We will also host seasonal art walks and special events throughout the year, drawing residents and visitors into the district while boosting local commerce.

Reaching Underserved Communities:

Citrus Heights Arts is committed to ensuring that residents from all areas of the city have access to arts programming. We will conduct outreach to small businesses and property owners in underserved areas for discounted mural opportunities, target event marketing to neighborhoods with historically fewer arts resources, offer vendor fee waivers for first-time participants from low-income communities, and partner with schools, faith-based groups, and community organizations to bring residents from underrepresented areas to Art Beat, art walks, and walking tours.

Steps for Implementation
Sep–Oct 2025: Begin project upon award; launch CH40 Arts District marketing campaign; finalize Art Beat 2025 program; confirm vendors, performers, and volunteers.

October 2025: Host Art Beat 2025 at Rusch Park — one-day festival with performances, workshops, vendors, and interactive art.

Nov–Dec 2025: Install new CH40 Arts District signage, banners, and branding elements; add wayfinding markers and public art enhancements.

Jan–Apr 2026: Complete first rotating mural at City Hall, including artist selection, design, and installation; promote unveiling with community events.

May–Aug 2026: Host seasonal art walks, expand QR-coded walking tour, continue CH40 activations, and prepare final report.

By Sep 2026: Submit final report to the City of Citrus Heights (within 12 months of award).

Expected Outcomes
Direct Engagement: Over 1,500 Citrus Heights residents participating in Art Beat, art walks, and interacting with CH40 installations.

Economic Impact: Increased foot traffic and sales for local businesses through art walks, walking tours, and district events.

Artist Opportunities: Paid work for 20+ local artists and creatives, plus ongoing opportunities for muralists through the business partnership program.

Civic Pride & Cultural Identity: A visible, celebrated CH40 Arts District with accessible public art, an annual rotating mural at City Hall, and an interactive walking tour experience. 28 ITEM 12
Agenda Packet Page #84

Outcome Measurement Methods:

Event Attendance: Headcounts at entry points using clickers or digital counters, vendor check-in logs, and aerial photography for visual verification.

Walking Tour & QR Engagement: Unique QR codes for each installation tracked through analytics, with monthly scan reports to measure engagement.

Business Impact: Post-event vendor and business surveys to measure sales impact and customer traffic, plus select follow-up interviews for qualitative stories.

Artist Tracking: Maintain roster of participating artists, noting first-time vs. returning public art participants.

Number of Residents Served
Estimated 1,500+ Citrus Heights residents annually, with additional reach through marketing, media coverage, and visitors to the CH40 Arts District.

Prior City Funding
2023: $10,000 – Citrus Heights Non-Profit Community Support Grant (Art Beat) CDBG Application
Not applying for 2025 CDBG funds.

29 ITEM 12
Agenda Packet Page #85
Total Proposed Project Costs & Funding Sources Total Project Cost: $53,500 Grant Request from City:
$40,000 Other Funding Secured & Anticipated: $13,500 (sponsorships, donations, vendor fees) Confirmed Match Funding: - Stones Gambling Hall – $5,000 cash sponsorship Pending/Anticipated Match Funding: - Republic Services – $5,000 cash sponsorship (final commitment stage) - All My Best – $3,500 cash sponsorship (final commitment stage) Budget Table
Category Total Cost Grant Funds Other Sources
Art Beat Production (venue, stage, performers, workshops, vendors) $18,000 $12,000 $6,000 CH40 Signage, Banners, Wayfinding Markers $9,000 $7,000 $2,000 Annual City Hall Rotating Mural (artist fee, materials) $9,000 $7,000 $2,000 Walking Tour Development (QR codes, signage, printing) $5,000 $3,500 $1,500 Marketing & Promotion (ads, printing, digital) $6,500 $5,000 $1,500 Seasonal Art Walks & Community Events $4,500 $3,000 $1,500 Administrative Costs (10%) $1,500 $1,500 $0
TOTAL $53,500 $40,000 $13,500
How This Funding Serves Citrus Heights Residents 100% of activities take place in Citrus Heights and directly engage residents: - Art Beat at Rusch Park (1,500+ attendees) - CH40 Arts District expansion, signage, and murals for year-round enjoyment - Annual City Hall rotating mural for civic engagement and cultural pride - Walking tour and art walks to drive foot traffic to local businesses Sustainability for Ongoing Programs Future years will be funded through: - Annual sponsorship renewals (Republic Services, Stones Gambling Hall, local businesses) - Vendor fees from Art Beat and seasonal events - Artist sponsorships for City Hall mural program - Community fundraising campaigns 30 ITEM 12
Agenda Packet Page #86

Non-profit Community Support Fund Program
Scoring Rubric

Organization Name:

TOTAL SCORE: /_____

Overview

Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

5. Provide an Itemized Budget

Program/Services Overview

The applicant clearly describes the specific program or event and aligns with the funding request High- 5 4 Medium-3 2 Low-1 Score
A clear summary of the Somewhat clear summary Vague, incomplete, or program/services with
specific details on how it
serves Citrus Heights
residents
of the program/services with
specific details on how it
serves Citrus Heights
residents
confusing summary of the
program/services with little
or no details on how it
serves Citrus Heights
residents

How many Citrus Heights residents will benefit from the program? 5 4 3 2 1 0 Score
>1000 >500 >250 >100 <50 Did not provide
an answer

The applicant identifies clear, specific outcomes that can be expected from this award High- 5 4 Medium-3 2 Low-1 Score
Clear definition of Good understanding of Success difficult to program/services anticipated specific ascertain, flawed by success. Clear picture results of success, but unmeasurable outcomes. of how it will lacks detail.
demonstrate outcomes
are met.

1 1
1 1
5 3
5 29
Citrus Heights Arts (Art Beat Event, CH 40 District expansion, Mural @ City Hall)
22 31
ITEM 12
Agenda Packet Page #87
Budget
Detailed Project Costs
High- 5 4 Medium-3 2 Low-1 Score
Strongly detailed and
realistic budget with
sound use of funds
The budget generally
appears to support the
program/services as
described, although there
are gaps in detail.

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

Need additional information on walking tour scope, seasonal art walks and community events portion of the scope.

Budget: need more clarity around project scope to ensure realistic budget, proposed City contribution In addition to eligibiltiy for NCSF, this project achieves significant economic development goals around marketing, placemaking and promoting commercial areas. Additionally in achieves Arts and Culture goals.

The Economic Development Support Fund and History and Arts Grant Program would be available to supplement this request should
that be a reccomendation.
3 32
ITEM 12
Agenda Packet Page #88
CITR

US HEIGHTS

COMMUNITY MARCHING
BAND
33 ITEM 12
Agenda Packet Page #89
|CITRUS

HEIGHTS
Onganization:

Address:

Solid roots. New growth. Program Grant Application
Applicant Name & Title:

Event/Project/Program Title:
501(c)\(3) Number:
(tncude a copy of the IRS Letter w/Application)
Primary Contact Name:
(of other thon the applicont)
E-mail and Phone Number:

Requested Grant Amount ($):

Signature and Date:

Non-profit Community Support Fund
Project Plan & Description
Citrus Heights Community Marching Band (CHCMB incorporated) Kody Tickner, Band Director
7620 Linden Ave
Citrus Heights Community Marching Band
81-0907808
Kody Tickner
By signing this document, l ogree I have read (1) Non-Profit Community Support Proqram Guidelines (2) Non-Profit Community Suoport Proaram Review and Approval Process and (3) Non prpit Community Support Fund Program Scoring Rubric. I certify that funds will be used for the purpose spedfed in the applicotion ond spgemental documents. I understand that a final report ond summary of the award are due no later than 45 days ofter the finajgrftct is conbleted or within 12 months from the award. t understand that foilure to odhere to all progrom guidelines could prohibit e r ty orgion from applying for future funding.

Project Budget & Grant Request
[email protected] 916-467-6783
$20,000
A completed application incudes all details below from the Project Plan & Description and the Project Budget & Grant Request. Application packets not containing all parts will be considered incomplete.

Attach the following details to the applicotion in a separate file using a maximum of 3 pages) A description of how funding will be used including steps for implementation, schedule for completion, and expected outcomes
indicote the anticipated number of Citrus Heights residents served List all prior City of Citrus Heights funding awarded (city-administered grants, CDBG funds, etc.) to your organization over the past five (5) years
is your orgonizotion applying for 2025 CDBG funds and if so, for what amount? Attach a copy of IRS Determination Letter verifying non-profit designation Attach the following details to the application: A maximum of two (2) pages.

What is the total proposed program/project costs? Detail all current and anticipated funding sources. List other organizations/agencies for which your organization will receive funding for this project.

For ongoing programs, describe how your organization will fund future expenses. 34 ITEM 12
Agenda Packet Page #90
How much of the total project costs is your organization requesting from the City? Describe how the funding requested serves only Citrus Heights residents Approved by City Council January 11, 2024
Application Submittal Process: E-mail the signed application packet and all attachments to communityengagement @citrusheights.net no later than 4:00 p.m. by August 16h, 2024.

LATE APPLICATIONS WILL NOT BE ACCEPTED
Post Award Reporting Requirements
All City-Administrated Grants and incentive programs require a final project report to demonstrate that the applicant achieved the program's goals and utilized the funding appropriately. This provides a framework for accountability and highlights the organization's worthiness for future funding.

All reports are due within 12 months of the project's approval or 45 days after completion.

Applicants who fail to provide a final report may be denied future funding. 35 ITEM 12
Agenda Packet Page #91
Project Name: Citrus Heights Community Marching Band
Organtzation Name: CHCMB Incorporated
Addross: 7620 Linden Ave
Citrus Heights CA
95610
Director: Kody Tickner
Contact Person: Sarah Hendricks
Part Two - Project Specifics
601(c)\3) Number: 81-0907808
Please answer the following questions in the space provided below.

Phone: 916-879-6979
Fax:

Website: www.chcmb.org
Phone: 916-467-6783
Emal: [email protected]
Phone: 916-879-6979
Amount of Funding Requested: $20,000.00
Emall: [email protected]
1) PROJECT DESCRIPTION. Provide a brief and clear description of your project. List all Community Support Funding the City of Citrus Heights has awarded your organization in the past five (5) years. For each Community Support Funding allocation you received in the past five (5) years, indicate the date of application, the name of the project, and the dollar amount(s) disbursed.

The Citrus Heights Community Marching Band isa nonprofit organization originally created for the entertainment of the citizens of the City of Citrus Heights and surounding neighborhoods, as well as the education and enrichment of amateur musicians of all ages and backgrounds within our community through pageantry and performing arts.

The City of Citrus Heights has been a longtime supporter of the CHCMB. The City of Citrus Heights has continuously supported us in past years due to our constant productivity and improvement of the services we provide to our community.

Like all other nonprofits, the year 2020 crippled the Citrus Heights Community Marching Band. Four major fundraising events were reduced to just one, and 18 performances were reduced, also to just one. The CHCMB established itsef asa leader in our community by being the first recreational program to open during the global pandemic. We did so by displaying a commitment to the safety of our members, and our audience.

The death of our founder Kathy Cook in August of 2021 also dealt the CHCMB a tremendous blow. The organization is still operating from funds raised in 2019, and the void of Kathy's leadership and dedication has forced the band to reduce operations and postpone expenditures such as instrumentunifom repairs and upgrades.

Despite the detrimental impact upon our fundraising, we intend to continue to offer our membership completely free of charge to our members. We also have been able to maintain a scholarship fund for our younger members to have free professional lessons, supported entirely by past public donations. 36 ITEM 12
Agenda Packet Page #92
2) NUMBER OF CITRUS HEIGHTS RESIDENTS SERVED BY THE PROJECT. Provide documentation detailing the number of residents your organization would serve with the requested funds. Describe your process for collecting and maintaining accurate reconds of the number of Citrus Heights residents you would serve if awarded the requested funds.

Approximately 100 individuals particjpate in the CHCMB as performers or voluntoers, the vast majority of which are residents of the City of Citrus Heights. The remaining Individuals from surroundng communitlYs are frequent guosts of Citrus Heights to patronize our vast array of dining and shopping venues. Our goal is to enhance and strengthen our onganization to support a larger number of perfoning members and volunteers, in a manner which will createa more rewarding experience. 3) PROJECT COST. What is the total project cost? How much of the total project cost is your organization requesting the City to pay? What is the cost per Citrus Heights resident your organization will serve if awarded the requested funds? For 2025, CHCMB Incorporated is requesting $10,000 for use by the Citrus Helghts Community Marching Band for the purpose of compensating instructional staf, providing proper equipment and materials for our members to use (at no cost to them) and other costs which we incur with multiple public events per year.

We are also requesting an additional $10,000 to facilitate the road closure for our 2025 Howi O' Waen Parade, to be held on Saturday, October 18th, 2025.
4) ABILITY TO BECOME SELF-SUSTAINING. The City's Community Support Funding grants are intended to be a one-time allocation and should not be considered an annual funding source. Although submission of a Community Support Funding Application does not prohibit an organization from submitting Community Support Applications in subsequent years, annual funding is not guaranteed. Describe your plan to fund the proposed project in future years.

The Citrus Heights Community Marching Band begins its twentieth year in 2025 and has proven itself as a versatile and beneficial charity to the community of Citrus Heights and surounding neighborhoods. Although providing entertainment at public events was our creating focus, we have grown to host our own events which have drawn thousands of guests to venues including the Citrus Heghts Community Center and Rusch Park.

Although the CHCMB is able to perfom its basic functions on its own, we feel that our best service to the community would take place in continued partnership with the City of Citrus Heights. 5) LEVERAGING OF FUNDS. Does your organization have any other funds or funding commitments to assist in financing the project? Have other agencies been asked to provide support? If so, please list the organizations/agencies names, contact name(s), telephone number(s) and the amount of funding requested and/or committed.

The CHCMB is funded, in part, by private donations ofien eammarked for specific purposes such as a piece of musical equipment, or to help with a specific perfomance or event. We hold no corporate commitments of any kind, and proudly maintain our organization within our performing membership. 6) FUNDING FAIR SHARE. If the program serves residents outside of the city of Citrus Heights, describe how the funding will be prorated so the City only pays for the number of Citrus Heights residents the project will serve if funded.

The CHCMB proudly represents the City and Community of Citrus Heights. The vast majority of our membership are residents here, and the few who reside in surrounding areas consistetly visit Citrus Heights outside of their particjpation in the CHCMB to patronize our local businesses, attend our schools, and enjoy our amenities.

As such, the overal focus of the program is to serve and represent the City of Citrus Heights, so we have not considered asking other communities for support.
37 ITEM 12
Agenda Packet Page #93
7) COST DOCUMENTATION. Provide a detailed budget of the estimated project cost using the form below.

We invite you to review our detailYd Budget, as prepared by our Band Manager and Treasurer, Sarah Hendricks 8) PERFORMANCE INDICATORS. Are there mcasurable results/benchmarks to evaluate the success of the proposed project? If so, please summarize below.

The CHCMB was croated by Kathy Cook in the spring of 2005 to fill the void of avallable marching bands for the Citrus Heights Red, White, and Blue Parade. The CHCMB's first perfomance was the following summer, and has set this annual event as the pinnacle of each year of our existence.

In addition to the exciting perfomances delivered by the CHCMB, our organization has proven proficiency in hosting successul fundraising events which are focused towards welcoming everyone in our community. Our annual Spaghetti Feed hosts over 700 guests per year, and our NEW "Howl-0 -Ween" Parade and Harvest Festival hosted over 50 entries in our parade along Grand Oaks Blvd, and an estimated 2500 guests at the Harvest Festival at Rusch Park.

We hope to continue this vast growth in partnership with the City of Citrus Haights. 9) PROJECT HISTORY. Describe the project history if there is one. Has the project been successful in serving the projected number of Citrus Heights residents? List the estimated and actual number of Citrus Heights residents served by prior Citrus Heights Community Support Funding allocations your organization received in the past five (5) years.

The CHCMB began in 2005 as a "one shot deal" to perform in the Citrus Heights Red White and Blue Parade. From 2005-2010 the band had a compliment of roughiy 30-40 members at a time, coming together to prepare for 3-4 events per year. In 2011, the CHCMB took a major step forward in perforning ability by adding a schedule of high school footbal games and band competitions, which attracted more members, bringing our membership as high as 86 perfomers in 2012.
10) PROJECT SCHEDULE. Provide a project schedule listing the following dates: (1) when your organization needs the funding; (2) project start; (3) project milestones; and (4) project completion.

1. The City Support Grant will support the CHCMB from July 2025-June 2026.

2. Our "project" began in 2005, and has ran continuously and successfully since its inception 3. Our milestones are far too vast to be included on this document. A separate page has been included

4. On December 20th 2015, CHCMB leaders, with the assistance of Citrus Heights Mayor Jeannie Bruins, we able to form a new Non-Profit corporation called CHCMB Inc. which will seCure our existence for years and years to Come.
11) LOCAL AFFILIATION. Does your organization have advisory or board members who are residents of Citrus Heights or have other ties to the City (employmentbusiness connections)? The CHCMB has 8 members of its Board of Directors, 5 of which are longtime residents of Citrus Heights.

By slgning this document, I certify that I will ony use the City funds for what has been outlined in this application.

Signature
Kody 4 Tckner Suly 30, 2025
Date
38 ITEM 12
Agenda Packet Page #94
Non-profit Community Support Fund Program
Scoring Rubric
Organization Name:

TOTAL SCORE: /_____
Overview
Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

Citrus Heights Community Marching Band
1 2
1 1
5 3
0 18
29 39
ITEM 12
Agenda Packet Page #95
Budget
Detailed Project Costs
High- 5 4 Medium-3 2 Low-1 Score
Strongly detailed and
realistic budget with
sound use of funds
The budget generally
appears to support the
program/services as
described, although there
are gaps in detail.

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

Identified other funding sources (e.g., fees, donations, grants) the organization has received High-
5 4 Medium-3 2 Low-1 Score
Demonstrates Demonstrates some Demonstrates minimal
significant financial financial support from financial support from support from other other funding sources other funding sources funding sources without without City funding without City funding City funding
Written Comments
2 3
Outcomes: $10,000 road closure for Howl o ween parade, need additional detail on instruction/equipment/ materials/other costs
Detailed project costs: parade closure clear, remainder unclear Other funding sources: application cites fundraising efforts but does not provide additional informaiton 40 ITEM 12
Agenda Packet Page #96
CITR

US HEIGHTS HOMELESS

RESOURCE TEAM
41 ITEM 12
Agenda Packet Page #97
42 ITEM 12
Agenda Packet Page #98
43 ITEM 12
Agenda Packet Page #99
Project Plan & Description
Funding Request for Citrus Heights HART Rental Assistance Program Supporting Families and those with Disabilities
Description of Funding Usage:

Citrus Heights HART seeks $30,000 to protect Citrus Heights families and those with disabilities from homelessness by expanding our proven Rental Assistance Program, designed to provide immediate, targeted support to households at risk of eviction. These funds will promote housing stability for vulnerable residents of Citrus Heights.

Households and Vulnerable Community Members:

This program is tailored to serve households and families located in Citrus Heights in response to the evolving needs of the community. To date, Citrus Heights HART has provided $219,544 in rental assistance to vulnerable households in Citrus Heights. Through operating this program and managing the Underground Clothing Connection, a free clothing store for vulnerable families in the San Juan Unified School District, we have seen firsthand the financial challenges many families face in maintaining housing due to COVID-19, unstable employment, childcare costs, medical emergencies, and other unexpected expenses.

A Focus on Families, Homeless Prevention Across California, the number of families experiencing housing insecurity continues to grow, driven by rising rents, wage stagnation, and a shortage of affordable housing. In 2024, approximately 25,369 people were in families with children experiencing homelessness, constituting 14% of the state’s overall homeless population, with 21% of these households living unsheltered. In suburban communities like Citrus Heights, many working families are just one emergency away from losing their housing.

This program will directly support vulnerable families in Citrus Heights, helping them maintain stability and avoid entering the cycle of homelessness.

A Focus on Disabled Community Members and Seniors. The Citrus Heights HART Rental Assistance Program supports disabled residents, including seniors, who are increasingly at risk of eviction due to rising rents and having fixed incomes. Many disabled seniors are severely cost-burdened. According to the California Budget & Policy Center, nearly 30% of older renters in California spend over half their income on housing. This program provides emergency financial relief to help them remain stably housed and avoid the trauma of homelessness.

Citrus Heights HART is committed to preventing homelessness through early intervention and support. Our rental assistance program aligns with HUD’s definition of “Homelessness Prevention”. It is designed to intervene before families and individuals are forced into emergency shelters or live in conditions not meant for human habitation.

44 ITEM 12
Agenda Packet Page #100
Steps for Implementation:

1. Identification of At-Risk Households:

The Citrus Heights HART Rental Assistance Committee, in collaboration with partners such as St. Vincent de Paul Society and Community Health Works Outreach Navigator, will identify households facing imminent housing instability.

2. Assessment and Evaluation:

HART volunteers will conduct evaluations to determine eligibility and assess the long-term sustainability of the household’s housing situation.

3. Household Interviews:

Each household will be interviewed to understand the underlying causes of financial hardship, including employment status, debts, family size, and access to community support.

4. Decision-Making Process:

The Rental Assistance Committee will review applications and vote on the allocation of funds based on need, impact, and future sustainability.

5. Disbursement of Funds:

Approved funds will be disbursed directly to landlords to prevent eviction and preserve stable housing.

6. Resource Connection:

HART will connect all applicants with relevant local resources and ongoing community support through the HART network.

Schedule for Completion:
● Month 1: Identification and assessment of eligible households. ● Months 1–2 (Ongoing) Interviews conducted and funding decisions made. ● Month 2 (Ongoing): Disbursement of funds.

Note: The timeline above is an estimate. The program will operate continuously until funds are fully distributed or the grant term ends.

Expected Outcomes:
● Prevention of Homelessness: Provide emergency rental assistance to stabilize households on the brink of eviction.
45 ITEM 12
Agenda Packet Page #101
● Housing Stability: Ensure continuity of housing for vulnerable residents, particularly families and those with disabilities.
● Community Impact: Reduce the number of unhoused individuals and families in Citrus Heights while supporting long-term community well-being and resilience.

Anticipated Number of Citrus Heights Residents Served:

Based on an average of $1,500 allocated per household (supporting approximately three individuals per case), this funding will allow us to serve approximately 20 households through the Rental Assistance Program.

Community Impact:

Once a resident in Citrus Heights falls into homelessness, it becomes extremely difficult and costly to help them transition back into stable housing. Limited local services, long waitlists, and the compounding effects of instability create significant barriers to recovery. Preventing homelessness from occurring in the first place is one of the most effective strategies the City can pursue. Providing rental assistance to prevent homelessness decreases human suffering for vulnerable members in our community while saving public resources by lowering the demand on emergency shelters, hospital visits, and crisis response services.

Preventing homelessness has ripple effects throughout the community. Stable housing improves health, education, and employment outcomes for families and reduces demand on emergency services. By investing in prevention, this program helps preserve the social and economic fabric of Citrus Heights and fosters a more stable and compassionate community.

With support from the Community Support Fund, Citrus Heights HART can intervene before households are forced into homelessness, preserving housing, dignity, and community stability.

Prior City of Citrus Heights Funding Awarded (Past 5 Years):
● $40,000 Community Support Grant (2023–2024) for the Rental Assistance Program.

Application for 2025 CDBG Funds:
● No, Citrus Heights HART is not applying for 2025 CDBG funds.

IRS Nonprofit Designation:

A copy of the IRS Determination Letter verifying our 501(c)(3) nonprofit status is attached. 46 ITEM 12
Agenda Packet Page #102
Project Budget & Grant Request
Total Proposed Program/Project Costs:

The total cost of the Rental Assistance Program Supporting Families and those with Disabilities is $130,229, with a proposed grant request of $30,000 from the City of Citrus Heights. The total cost is equal to the amount raised and sent on the program in the last two years.

Current and Anticipated Funding Sources:

Funding Source Amount Status
Sacramento County TOT Program (2023–2024) $10,000 Secured American Rescue Plan Act – U.S. (2023) $75,000 Secured
EFSP Phase ARPA-R (2023) $35,229 Secured
Annual Spaghetti Fest Fundraiser (2025) $5,000 Anticipated Additional Grant Writing Revenue (2025) $5,000 Anticipated City of Citrus Heights (Requested Grant) $30,000 Pending Note: The secured funding listed above supports Citrus Heights HART’s rental assistance efforts. Approximately 98% of these funds have already been expended due to high community demand. As of Q2 2025, Citrus Heights HART has invested $219,544 in rental assistance for Citrus Heights residents. The initiative functions more like a fund than a traditional program, as all raised funds are reinvested directly into the community.

Future Funding for Ongoing Programs:

Citrus Heights HART is committed to ensuring the long-term sustainability of the Rental Assistance Program through a multi-faceted funding strategy, including:
● Grant Writing: We actively pursue funding opportunities from government agencies, foundations, and private organizations. Our proposals emphasize program impact, outcomes, and cost-effectiveness in preventing homelessness. ● Annual Spaghetti Fest Fundraiser: This signature event raises approximately $15,000 annually and engages hundreds of community members in our mission. 33% of the funds secured are likely to be allocated to rental assistance funds contingent on community needs.
● Partnership Development: We collaborate with local businesses, faith-based organizations, and community groups to secure additional financial and in-kind support. 47 ITEM 12
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By diversifying our revenue sources and building a strong foundation of community support, we aim to continue serving at-risk families and those with disabilities for years to come.

Proportion of Total Project Costs Requested from the City:

Citrus Heights HART is requesting $30,000, representing approximately 23% of the total $130,229 program budget. All administrative functions, including approximately 30 volunteer hours per week, are donated by our team of dedicated volunteers, representing an estimated $65,000 in in-kind contributions annually. The program budget represents all the money raised in the last two years.

Our program is fully scalable and efficient, with a typical rental assistance grant of approximately $1,500 per household. Importantly, 100% of requested and donated funds go directly toward rental assistance, maximizing the impact of every dollar to help prevent homelessness.

Funding Exclusively Serving Citrus Heights Residents:

Citrus Heights HART, established in 2014, is a volunteer-driven nonprofit exclusively focused on addressing homelessness within the City of Citrus Heights. Our Rental Assistance Program is designed to serve only Citrus Heights residents.

Residency is verified during intake using lease documents, utility bills, or identification. In collaboration with referral partners such as the Community Health Works and St. Vincent de Paul Society, we ensure that all applicants are physically located within city limits before providing assistance. When possible, we also work to relocate families into stable housing within Citrus Heights to preserve community ties and local access to services.

Attached:

Referral Interview Form for Rental Assistance Cases
48 ITEM 12
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Non-profit Community Support Fund Program
Scoring Rubric
Organization Name:

TOTAL SCORE: /_____
Overview
Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

INTERNA
TIONAL

ASSOCIATION OF HUMAN
VALUES
51 ITEM 12
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52 ITEM 12
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RE: Citrus Heights Community Projects Grant

Title: Project Welcome Home Troop's SKY Resilience Training for Veterans in Citrus Heights

Abstract:

International Association for Human Values (IAHV)’s Project Welcome Home Troops (PWHT) seeks funding to bring its SKY Resilience Training program to veterans in Citrus Heights, to help improve the quality of life for veterans and provide relief from chronic and traumatic stress. The SKY Resilience Training program comprises scientifically researched breath-based tools and techniques that have shown efficacy in alleviating symptoms of chronic and post-traumatic stress, depression, anxiety, and sleep disorders. Additionally, it aids in restoring overall well-being, enhancing mental focus, and fostering a rejuvenated sense of connection and purpose. The grant will allow PWHT to provide wellness sessions to 200 veterans and offer the 15-hour, 5-day SKY Resilience Training program free of charge to 50 veterans.

Introduction:
● PWHT was established in 2007. Our mission is to improve the quality of life for veterans, active military, and their families. We proudly serve military installations, Veterans Affairs Hospitals, Veteran Centers, and communities around the United States. Project Welcome Home Troops is a Program of the International Association for Human Values a 501(c)(3) nonprofit educational organization.

● The SKY Resilience Training is a mind-body resilience-building program for veterans, military members, and immediate family, and is provided at no cost, which is made possible through fundraising efforts and grants. A cornerstone of the training is the SKY. 100+ independent studies conducted on four continents and published in peer-reviewed journals have demonstrated a comprehensive range of benefits from practicing SKY (Sudarshan Kriya Yoga and accompanying breathing techniques). SKY has been shown to reduce anxiety, depression, and stress, and to increase self-reported optimism and well-being (Brown and Gerbarg, 2005; Kjellgren, Bood, Axelsson, Norlander, & Saatcioglu, 2007; Janakiramaiah, 2000). One study suggested that SKY may be effective for PTSD in particular. Patients with PTSD stemming from the 2004 Tsunami benefited equally from SKY alone as from a combination of SKY and exposure therapy when compared with a wait-list control (Descilo et al., 2009). SKY has even been shown to positively impact rapid gene expression alterations (Qu et al., 2013).

53 ITEM 12
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Program Description:
● The program will integrate gentle chair-based yoga, guided breathwork, meditation, emotional intelligence, self-reflection, and group processes to build mental and emotional resilience among veterans and foster social connections. ● Upon completion of the SKY Resilience Training program, the participants will be able to:
○ Reflect on the tendencies of the mind and recognize how managing the mind can help minimize stress.
○ Relate to the science of breath and breathing techniques as tangible tools to increase energy, improve sleep, reduce depression and anxiety, regulate moods, and help manage physical pain.
○ Identify and optimize the sources of energy to maximize personal well-being.
○ Demonstrate, perform, and practice Yoga postures, Breathing techniques, and the unique process of "Sudarshan KriyaTM"
○ Develop practical tools and social skills through reflective, interactive processes.
○ Incorporate the course’s knowledge into daily life to create regular self-care practices for life-long benefits.

Community Impact:
● According to the 2023 US Census Bureau, approximately 5,255 veterans reside in Citrus Heights. The grant will aid in removing financial barriers to accessing wellness programs, creating awareness, and providing support to veterans struggling with PTSD. This collaboration will also enhance community support services and allow 300 veterans to take advantage of this research-backed program.

Program Budget & Implementation:
● The grant will enable PWHT to offer wellness sessions to 200 veterans and provide 15-hour, 5-day SKY Resilience Training program to approximately 50 veterans.
○ We will offer six 1-hour wellness sessions, limited to 50 participants per session (total 300 participants), including chair yoga, relaxation, and simple breathwork.
○ After three wellness workshops, we will offer the SKY Resilience Training over 15 hours for a maximum of 25 participants. The 5-consecutive day multi-modal mind-body resilience program employs breath work, yoga, guided meditation, daily self-reflection questions, and small group processes that foster connection and peer support.
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● The organization proposes to offer three SKY Resilience Training over 4-6 months. For those who complete the SKY Program, we will also provide ongoing peer community support.
● The American Legion and Citrus Heights Vet center will also support the endeavor by providing the venue to host the Wellness sessions as well as the SKY Resilience Training. They will also help promote the sessions via their e-blast, posting flyers at their center and social media posts. ● The investment into your community will elevate the involvement and overall lives of your veterans.

Total Project Cost = $15,300

Item Costs (In $$)
Wellness Sessions (Program Cost) $1000 ($750*6)
Food for Wellness Session $2000 (50*6*$10)- Estimating $10 per person, 6 sessions of ~50 participants
SKY Resilience Program Fees $7,500 ($150*50) - $150 per participant for 50 participants
Food During SKY Resilience Training $2500 (50*5*10) - $10 per meal for 5 days per person
Marketing Cost (Flyers, Print, Social
Media)
$800
Venue $1500 - will be provided by the Citrus
Heights Vet Center
Total $15,300

Source of Funding:

Source Amount ($)
Citrus Height Grant $7500 will go towards:
- $5000 SKY Resilience Program
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- $500 Food for Wellness Sessions
- $500 Food During SKY Program
- $300 Marketing Cost
- $1200 Venue Cost
Fund Raising $1500 will go towards:
- $1000 SKY Resilience Program
- $500 Food During SKY Program
IAHV Org support. $6300 will go towards:
- $3000 Wellness Sessions
- $1000 Food During SKY Program
- $2000 Food for Wellness Sessions
- $300 Marketing Cost

Conclusion Summary:

Project Welcome Home Troop extends heartfelt gratitude for the opportunity to collaborate with The City of Citrus Heights and the Citrus Heights Community Projects Grant. Together, we aim to empower veterans through SKY Resilience Training, addressing the prevalent mental health challenges among this demographic. With this grant's support and our community's collaboration, we endeavor to provide evidence-based techniques and foster vital community support, ultimately enhancing the well-being and quality of life for veterans in Citrus Heights. This collaboration marks a significant step towards aiding in their successful reintegration into civilian life, and we are honored to be part of this important endeavor.

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Non-profit Community Support Fund Program
Scoring Rubric

Organization Name:

TOTAL SCORE: /_____

Overview

Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

5. Provide an Itemized Budget

Program/Services Overview

How many Citrus Heights residents will benefit from the program? 5 4 3 2 1 0 Score
>1000 >500 >250 >100 <50 Did not provide
an answer

International Association for Human Values (Project Welcome Home Troops) 1 3
5 1
1 1
5 25
29 57
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Budget
Detailed Project Costs
High- 5 4 Medium-3 2 Low-1 Score
Strongly detailed and
realistic budget with
sound use of funds
The budget generally
appears to support the
program/services as
described, although there
are gaps in detail.

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

OR ACHIEVEMENT
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61 ITEM 12
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Citrus Heights Nonprofit Community Support Fund 2025
Project Plan & Description
pg. 1
Junior Achievement of Sacramento Purpose
With a vision of a world in which young people have the skillset and mindset to build thriving communities, Junior Achievement of Sacramento (JA) empowers youth and young adults through its three pillars—work readiness, entrepreneurship, and financial literacy. These pillars equip students with the tools to align their talents with meaningful, living-wage careers; develop the entrepreneurial mindset and skills valued in today’s economy; and establish strong financial habits. By building these competencies early, JA sets students on pathways to economic mobility, laying the groundwork for stronger families, communities, and futures.

Volunteers/mentors from the local business community bring learning to life while leading the experiential learning lessons, validating key curriculum concepts, and sharing their real-world finance, education, work and entrepreneurial experiences
.

Project Description
We are committed to building on the momentum we've created in expanding our reach into elementary schools across the City of Citrus Heights, equipping young students with the skills, knowledge, and confidence to shape their own futures. This early foundation is essential, especially in today’s economy, and aligns with the vision of California State Superintendent of Public Instruction Tony Thurmond, who recently emphasized the urgency of financial education by stating, “Financial literacy is especially critical at a time of rising inflation, where many families are facing tough economic choices.” By reaching Citrus Heights students early and often, we aim to empower the next generation to make informed financial decisions and pursue careers that lead to economic stability and lifelong success.

We are proposing for the City of Citrus Heights to fund 30 JA classroom kits to lead JA In-A-Day programs at Citrus Heights Elementary Schools and JA My Journey activity books and promotional material for 30 additional classrooms in schools that have not yet requested JA programs on their campuses, reaching a total of 1,500 students.

1. JA In-A-Day Classroom Kits - The JA In-A-Day delivery model entails all classes on one elementary school campus receiving a full day of fun economic empowerment lessons and activities. Classroom kits contain the supplies needed to lead the activities for each classroom at each grade level such as game boards and pieces, workbooks, activity sheets, books, stickers, bookmarks, journals, cardboard piggy banks, job cards, teacher and volunteer guide books, and certificates of completion. 30 classroom kits will provide supplies needed for 750 students.

Skycrest Elementary student
receiving guidance from a JA
Business Volunteer.

JA Activity Sheet for 2nd grade where
students experience producing goods and
services and learn how money works in a
community.
“It was great to see our students connecting to prior learning in their social studies curriculum. Students shared that they loved “making pizza” and having different jobs.” (Teacher, Grand Oaks Elementary School) 62 ITEM 12
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Citrus Heights Nonprofit Community Support Fund 2025
Project Plan & Description

pg. 2

The kits provided for the elementary grade-level programs include:
• JA Ourselves – (Kindergarten) – Storybook characters help students learn about ways to earn money as they begin to understand the difference between needs and wants. • JA Our Families (1st grade) Students explore the concept of entrepreneurship, specifically the ways in which businesses provide goods, services, and jobs for families. • JA Our Community (2nd grade) – Students work in teams in a pizza shop, buying and selling goods and services, and paying taxes while using digital tools.
• JA Our City (3rd grade) - Students learn the four choices we have with money – earn, save, spend and donate, in addition to the different forms of payment.
• JA Our Region (4th grade) - Students explore businesses and common traits of the entrepreneurs who started them and learn tasks performed by business owners by playing the Hot Dog Stand game. • JA Our Nation (5th grade) – Students learn about career clusters and examine work-readiness skills needed.

2. JA My Journey Activity Books – We’re excited to invite the City of Citrus Heights to be a visible champion of youth empowerment by bringing JA My Journey activity books to 30 elementary school classrooms within the City of Citrus Heights that haven’t yet experienced the JA In-A-Day program. A total of 750 colorful, engaging workbooks, each paired with a fun backpack and pencil, will be delivered directly to selected campuses. To highlight the partnership, each book will feature a sticker with the City of Citrus Heights logo, showing students and families that their city is investing in their future.

JA My Journey books are engaging interactive workbooks for K-5 grade- levels incorporating the JA pillars of financial literacy, entrepreneurship, and work readiness that include:
• High-quality, cohesive independent learning experiences designed for elementary students.
• Six colorable “stickers” strategically placed throughout the workbook to represent key mindset characteristics.
• Twenty thoughtfully designed activities tailored to each grade level. Each grade-level workbook is built around a central theme, creating a cohesive connection between activities.

JA My Journey 3rd Grade is
designed to help students explore a
city as a place where people live,
work, and play.
“It was amazing. I loved the coloring book to support the learning. The certificate at the end was an exciting bonus for students. Thank you so much for visiting our school.” (Teacher, Lichen K-8 School) 63 ITEM 12
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Citrus Heights Nonprofit Community Support Fund 2025
Project Plan & Description

pg. 3

Implementation Schedule (December 2025-June 2026)
• Connect with returning Citrus Heights elementary schools to carry out our strategy of reaching kids early and often to introduce new skills at each grade level and reinforce onces from the previous grade. • Confirm JA In-A-Day dates with returning schools, number of classes, and program kits/grade level. • Order JA In-A-Day curriculum kits, JA My Journey activity books, stickers, pencils, and backpacks. • Select schools to receive the JA My Journey activity books and coordinate delivery and promotional material for school adminstration and teachers.
• Recruit volunteers from our business partners to lead JA programs in the classrooms. • Train volunteers and equip them with the JA Volunteer Guidebook. • Provide JA Teacher Guidebook for the appropriate grade level to each teacher and answer questions and provide ongoing support as needed.
• Promote partnership with the City of Citrus Heights.
• Implement JA programs and provide ongoing support to teachers and volunteers. • Prepare a report for the City of Citrus Heights upon completion.

Outcomes/Measures of Success
Success will be measured by meeting the pre-determined goals that will reach 1,500 Citrus Heights youth:
• 750 students in the City of Citrus Heights will participate in experiential, hands-on learning activities to teach them about being a smart consumer, budgeting, savings, credit, debt, and more to help them make intelligent financial decisions and explore career/entrepreneurial options and the skills, needed to prepare paths to career success or entrepreneurial opportunities. • Distribute 750 JA My Journey activity books with City of Citrus Heights stickers affixed to the cover and paired with a backpack and pencil to jumpstart interest in financial literacy, work readiness, and entreprenuership.

Community Support
We will continue to nurture and grow the current partnerships we have with the Citrus Heights community while soliciting new partners. Current partners include the Sayonara Center, San Juan Unified School District and multiple schools within the District, Citrus Heights Soroptimists, Citrus Heights Chamber of Commerce, and our business partners with locations in Citrus Heights.

Prior City of Citrus Heights Funding Awarded
$3,500 was provided by the City of Citrus Heights through the 2023 Community Projects Grant that sparked the entrepreneurial curiosity in 200 young people at Skycrest Elementary School. $8,200 was provided through the 2024 Community Projects Grant the to cover the JA USA program fee and JA stickers. JA of Sacramento paid all staff fees of $11,000.

We will not by applying for 2025 CDBG funds.
64 ITEM 12
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Citrus Heights Nonprofit Community Support Fund
Project Budget and Grant Request 2025

pg. 1

Project Budget Narrative
Project: Jumpstart JA with Kits and Packs
Total Project Cost: $11,500
Total Request to City of Citrus Heights: $5,500
Total Amount to be Paid by Other Funding Sources: $6,000 ($3,000 from State Street Foundation and $3,000 from U.S. Bank)
The project costs entail bringing JA economic empowerment programs to 30 classrooms (750 youth) and jumpstart interest in financial literacy, work readiness and entrepreneurship concepts by distributing JA My Journey activity books to an additional 30 classrooms (750 students) at different elementary schools within the City of Citrus Heights. Our program cost is remarkably efficient due to our innovative program delivery model, which leverages volunteers from the local business community to lead JA lessons in the classroom. By incorporating business volunteers, we ensure that students receive real-world experience and insights, making the curriculum more engaging and relevant.

The staff hours that will be supported with funds from other sources include initial outreach to schools; coordination with the schools point of contact and educators; data entry for each class and volunteer; recruiting, training, and ongoing support for up to 60 volunteers; equipping educators with training material and ongoing support: tracking results; gathering evaluations and verifying class completion; follow up emails thanking educators and volunteers; volunteer recognition; social media posts; and final reporting.

City of Citrus Heights Project Costs
JA Curriculum Kits 30 kits @ $72/kit $2,160
Shipping for Kits $600
JA My Journey Activity Books 750 books @ $1.50/book (includes shipping) $1,125 Stickers w/ City Logo 750 bulk stickers $200
Imprinted pencils 750 bulk pencils $290
Backpacks 750 backpacks @ $1.50/backpack $1,125
$5,500
JA of Sacramento Project Costs
Program Manager Hours 15 0 hours @ $32/hour $4,800 President Hours 20 hours @ $40/hour $800
Administrative Assistant Hours 20 Hours @ $20/hour $400 $6,000
Project Sustainability
A priority of the JA President, Board and staff is to continually work toward supporting the JA mission by organizing fundraising events and seeking foundation, corporate, government, and private funding while staying abreast of local, state and federal grant opportunities. Our Board has increased by six members since 2023 which provides more leverage to seek new funding sources and partnerships. 65 ITEM 12
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Non-profit Community Support Fund Program
Scoring Rubric

Organization Name:

TOTAL SCORE: /_____

Overview

Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

5. Provide an Itemized Budget

Program/Services Overview

How many Citrus Heights residents will benefit from the program? 5 4 3 2 1 0 Score
>1000 >500 >250 >100 <50 Did not provide
an answer

Junior Achievement (JA In-A-Day Programming and Materials) 1 1
1 1
5 5
5 27
29 66
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Budget

Detailed Project Costs
High- 5 4 Medium-3 2 Low-1 Score
Strongly detailed and
realistic budget with
sound use of funds
The budget generally
appears to support the
program/services as
described, although there
are gaps in detail.

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

E PAGEANT
68 ITEM 12
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Introduction
The Purple Pageant’s Young Teen Society, a community service and ministry pageant system, stands as a beacon of empowerment for young girls in Citrus Heights and its surrounding 11 areas. Celebrating its 10th anniversary in 2026, the program is dedicated to nurturing conﬁdent, community-minded, and well-rounded individuals by focusing on manners, etiquette, life skills, spiritual gifts, and heritage.

Mission and Vision
The mission of the Purple Pageant’s Young Teen Society is to inspire, educate, and empower young girls by teaching foundational principles—manners, etiquette, life skills, and a sense of heritage—so that each participant develops a deep pride in their roots and history. By opening new chapters throughout Citrus Heights, the program seeks to foster future leaders who are self-aware, respectful, and prepared for success in all areas of life.

Program Overview
• 12-Step Life Skills and Etiquette Curriculum: A comprehensive initiative designed to equip young girls (ages 15-18) with essential life skills, social graces, and practical tools for personal and professional success.
• Supporting the eleven areas of Citrus Heights: we will be launching 12 chapters in Citrus Heights in the inaugural year, each serving 15-20 participants. • Schedule: Weekly classes over 12 weeks, with each session lasting 1.5 to 2 hours, blending hands-on activities, interactive workshops, and mentorship opportunities. 12-Step Curriculum
• Orientation: Introduction to program objectives, code of conduct, and peer/instructor networking through icebreakers.
• Discovering Spiritual Gifts: Exploring unique talents and individual strengths. • Your Family Heritage: Understanding traditions, beliefs, and social structures from previous generations.
• Self-care and Make-up (optional): Focusing on hygiene, grooming, and age- appropriate make-up skills.
• Time Management and Organizational Skills: Learning the importance of managing time and being organized from youth through adulthood.
• Building Self-esteem: Workshops on positive self-talk, body image, bullying and celebrating achievements.
• Dinner Etiquette and Appropriate Dress: Formal table manners, place settings, and conversation; dress codes for interviews, school, and community events. 69 ITEM 12
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• Financial Literacy: Basics of budgeting, saving, spending, and banking through role- play.
• Leadership Development and Mentorship: Exercises in leadership, teamwork, and pairing with community mentors.
• Effective Communication Skills: Training in active listening, public speaking, conﬂict resolution, and digital etiquette.
• Careers in the Community Part 1: Teachers, Healthcare provider, Social worker, Retail manager, Bank teller, etc.
• Careers in the Community Part 2: Citrus Heights Police Dept, Doctor, Therapist, a Book Author, College professor, Navy Recruiter, Vice Mayor etc. • Graduation Dinner, and Completion Certiﬁcate: A formal graduation celebration with certiﬁcates and awards.

Budget Allocation: $20,000
• Facility Rental and Venue Costs: $6,000 for classroom space, graduation dinner, and utilities
• Instructional Materials and Supplies: $3,000 for workbooks, journals, hygiene kits, make-up, organizational tools
• Guest Speakers and Mentors: $2,000 in honoraria for local professionals and leaders
• Catering and Graduation Dinner: $3,000 for formal dinner and family celebration • Marketing and Outreach: $2,000 for ﬂyers, social media, and recruitment efforts • Administrative and Operational Expenses: $2,000 for insurance, fees, permits, and administration
• Completion Certiﬁcates and Awards: $1,000 for certiﬁcates and prizes • Contingency and Miscellaneous: $1,000 for unforeseen costs or enhancements Community Engagement and Program Expansion
• Community Engagement: Collaboration with schools, faith organizations, and civic groups for recruitment and support.
• Volunteer Training: Recruiting and preparing volunteers for instruction, mentorship, and event coordination.
• Partnership Development: Building relationships with businesses, banks, and professionals to provide mentorship, guest speakers, and ﬁeld trip opportunities. • Parental Involvement: Hosting orientations and regular communication sessions to keep families engaged with participants’ growth.
70 ITEM 12
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Program Outcomes and Impact
Participants will:
• Gain conﬁdence and poise in social situations
• Develop crucial life skills for personal and professional success • Understand and value etiquette, self-respect, and effective communication • Learn ﬁnancial responsibility and leadership skills
• Become community-minded and prepared for future careers • Graduate with a sense of accomplishment and formal recognition • Be eligible to participate in the Purple Pageant 2026 Fundraising and Future Programs
To sustain and expand their impact, Purple Pageant’s Young Teen Society will host events such as:
• The Purple Pageant
• The Purple and Gold Gala
• Young Teen Society for Boys
• Beginner Business 101
• Boots and Bras Fundraisers
• Xister’s Networking
• The Odesta Taylor Lupus Foundation Initiative
Conclusion
The Purple Pageant’s Young Teen Society 12-Step Life Skills and Etiquette Program represents a transformative opportunity for the youth of Citrus Heights. Through core values, practical skills, and genuine community engagement, the program lays the foundation for lifelong success and leadership. Supported by a carefully managed budget and strong local partnerships, the initiative is poised to create a ripple effect of positive change that extends far beyond the classroom—empowering the next generation, one step at a time.

71 ITEM 12
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Non-profit Community Support Fund Program
Scoring Rubric

Organization Name:

TOTAL SCORE: /_____

Overview

Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

5. Provide an Itemized Budget

Program/Services Overview

How many Citrus Heights residents will benefit from the program? 5 4 3 2 1 0 Score
>1000 >500 >250 >100 <50 Did not provide
an answer

1 3
1 1
1 29
Purple Pageant (Young Teen Society)
3 4
16 72
ITEM 12
Agenda Packet Page #128

Budget

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

Identified other funding sources (e.g., fees, donations, grants) the organization has received High-
5 4 Medium-3 2 Low-1 Score
Demonstrates Demonstrates some Demonstrates minimal
significant financial financial support from financial support from support from other other funding sources other funding sources funding sources without without City funding without City funding City funding
Written Comments
1 1
Program: Well defined program but unclear/need additional informaiton if there is a resident need that it would be filling
Outcomes: generally defined participation, education, enrichment but difficult to quantify Residents served: Number of CH residents benefitting cites as 15 participants x 12 chapters = 180 Budget: Need additional budget clarification of operating costs for all 12 chapters No other funding sources
73 ITEM 12
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ROOTED

COLLECTIVE
74 ITEM 12
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75 ITEM 12
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76 ITEM 12
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77 ITEM 12
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78 ITEM 12
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79 ITEM 12
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80 ITEM 12
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81 ITEM 12
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Non-profit Community Support Fund Program
Scoring Rubric
Organization Name:

TOTAL SCORE: /_____
Overview
Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

Residents served: Application noted serving approximately 720 unhoused residents, unclear if population duplication month to month.

Funding sources: While grant request is 81% of total operating costs, there are no other confirmed funding sources.

Outcomes: While direct impacts of hygiene kits are generally quantifiable (pending duplication question) the majority of outcomes listed are difficult to quantify based on the programming scope described.

Would be beneficial to list service partners and how the referral relationship is managed to ensure outcomes outside of hygiene kits.

Budget: Cost of hygiene kits is $4,584.07. Storage line item of $2976 not described in application. Unclear how Administrative and marketing costs would advance program scope provided of street outreach program. (note: budget discrepancy of $500 - line items total $8494.07 while application total is $7994.07. 84 ITEM 12
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SAN J

UAN EDUCATION

FOUNDATION
85 ITEM 12
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Approved by City Council January 11, 2024
Non-profit Community Support Fund
Program Grant Application
A completed application includes all details below from the Project Plan & Description and the Project Budget & Grant Request. Application packets not containing all parts will be considered incomplete.

Organization:

Applicant Name & Title:

Address:

Event/Project/Program Title:
501(c)(3) Number:
(Include a copy of the IRS Letter w/Application)
Primary Contact Name:
(If other than the applicant)
E-mail and Phone Number:

Requested Grant Amount ($):

Signature and Date:

Project Plan & Description
Attach the following details to the application in a separate file using a maximum of 3 pages) • A description of how funding will be used including steps for implementation, schedule for completion, and expected outcomes
• Indicate the anticipated number of Citrus Heights residents served • List all prior City of Citrus Heights funding awarded (city-administered grants, CDBG funds, etc.) to your organization over the past five (5) years
• Is your organization applying for 2025 CDBG funds and if so, for what amount? • Attach a copy of IRS Determination Letter verifying non-profit designation Project Budget & Grant Request
Attach the following details to the application: A maximum of two (2) pages. • What is the total proposed program/project costs? Detail all current and anticipated funding sources. List other organizations/agencies for which your organization will receive funding for this project. • For ongoing programs, describe how your organization will fund future expenses. • How much of the total project costs is your organization requesting from the City? • Describe how the funding requested serves only Citrus Heights residents San Juan Education Foundation
Colleen Cadwallader, Executive Director
PO BOX 1247 Carmichael, CA 95609
94-3160088
Same as above
[email protected] - (916) 549-7341
$10,000
August 15, 2025
Parent Teacher Home Visits For All!
86 ITEM 12
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Approved by City Council January 11, 2024
Application Submittal Process: E-mail the signed application packet and all attachments to [email protected] no later than 4:00 p.m. by August 16th, 2024.

LATE APPLICATIONS WILL NOT BE ACCEPTED
Post Award Reporting Requirements
• All City-Administrated Grants and incentive programs require a final project report to demonstrate that the applicant achieved the program's goals and utilized the funding appropriately. This provides a framework for accountability and highlights the organization’s worthiness for future funding. • All reports are due within 12 months of the project's approval or 45 days after completion.

Applicants who fail to provide a final report may be denied future funding. 87 ITEM 12
Agenda Packet Page #143

Non-Proﬁt Community Support Fund Program Grant Application

PROJECT PLAN & DESCRIPTION

1. A description of how funding will be used including steps for implementation, schedule for completion and expected outcomes.

Overview
The San Juan Education Foundation is dedicated to investing in education and enriching the lives of students and educators across San Juan Uniﬁed. We fund innovative ideas that inspire learning, foster equity, and strengthen our schools. With this proposal, we seek to expand our impact by supporting one of the most effective, research-backed family engagement strategies—the Parent Teacher Home Visit (PTHV) model—and helping to bring it to more students, educators, and families in Citrus Heights, while capturing and sharing the story to inspire broader adoption.

Why This Matters
Decades of research conﬁrm that when families are actively engaged in their children’s education— both at home and at school—students achieve more academically, attend school more consistently, and develop the social-emotional skills that foster lifelong success.

Studies by Kathleen Hoover-Dempsey, Joyce Epstein, and Karen Mapp demonstrate that effective family engagement:
• Increases academic achievement, attendance, and well-being while reducing dropout rates;
• Supports readiness for school and decisions to pursue higher education; • Serves as a powerful equalizer across socioeconomic and cultural backgrounds;
• Delivers achievement gains equivalent to over $1,000 per pupil in additional school spending;
• Produces beneﬁts that extend throughout a child’s life. (Karen Villalobos, 2024)

Even with strong evidence of its beneﬁts, building trust between home and school is not simple. In the early post-COVID-19 period, chronic absenteeism surged—especially among students of color, low- income students, and English Learners. Deﬁned as missing 10% or more of school days, chronic absenteeism is closely tied to lower literacy, higher dropout rates, and reduced long-term opportunities. While rates have improved over the past few years, they remain high, particularly for our most marginalized students.
88 ITEM 12
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Non-Proﬁt Community Support Fund Program Grant Application Our Sha
red Opportunity
San Juan Uniﬁed is piloting the PTHV model at select sites as part of a national study examining whether home visits reduce chronic absenteeism. Kingswood K-8 in Citrus Heights has been selected as one of these pilot sites. District funding will cover the initial training and partial implementation— but to ensure every family who opts in can be visited, and to document the process for long-term inspiration, additional resources are essential.

Fund
ing Request: $10,000
We will use City of Citrus Heights funds to:
• Fall 2025: Hire a professional videographer to document PTHV trainings, educator reﬂections, and early impact.
• Dec 2025 – June 2026: Capture educator and family perspectives (with consent) before and after home visits.
• Ongoing: Cover educator travel and related costs to ensure every participating family receives a visit.
• June – July 2026: Produce inspiring video content—both long-form and social reels—for San Juan Education Foundation, San Juan Uniﬁed, and City of Citrus Heights channels. • Fall 2026: Launch a targeted social media campaign to encourage broader PTHV adoption across Citrus Heights schools and beyond.

Expec
ted Outcomes:
• Mindset Shifts: Families experience positive, trust-building interactions with educators. • Stronger Communication: Families feel conﬁdent reaching out to educators about student needs.
• Educator Insights: Teachers gain a deeper, asset-based understanding of their students. • Scalable Impact: Video storytelling inspires replication in more Citrus Heights schools (and beyond).
• Attendance Gains: Stronger home–school relationships lead to reduced chronic absenteeism.

Why Now
This is a moment where national research, district readiness, and community need intersect. By pairing implementation with powerful storytelling, the city of Citrus Heights will not only beneﬁt Kingswood families directly but also position itself as a model for how cities can partner to strengthen the bridge between home and school.
89 ITEM 12
Agenda Packet Page #145
Non-Proﬁt Community Support Fund Program Grant Application

2. Indic
ate the anticipated number of Citrus Heights residents served. 500 (N
umber of students at Kingswood)
1,500 (Family members who will participate in the PTHV program and/or learn more about it via story telling)

3. List
all prior City of Citrus Heights funding awarded (city-administered grants, CDBG funds, etc.) to your organization over the past ﬁve (5) years.

In 2024,
SJEF received a $10,000 Non-Proﬁt Community Support Fund Grant from the City of Citrus Heights to launch the Community, School, Family: Connection – Direct-to-School Grant Pilot Project.

The pilot was successful, generating enthusiasm for deeper family and community engagement and proving the value of innovative, targeted approaches—laying a strong foundation for this next step.

4. Is yo
ur organization applying for 2025 CDBG funds and if so, for what amount? No

5. Att
ach a copy of IRS Determination Letter verifying non-proﬁt designation.

Att
ached
90 ITEM 12
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Non-Proﬁt Community Support Fund Program Grant Application PROJ

ECT BUDGET & GRANT REQUEST

1. What is the total proposed program/project costs? Detail all current and anticipated funding sources.

Item Quantity Cost Total CH Ask Match Description
PTHV support from
grant and school
site funds
1 $12,500 $12,500 $ - $6,250 PTHV efforts at
Kingswood
Videographer 1 $5,000 $5,000 $5,000 $-
Hire expert
videographer to
capture video
and create videos
for story telling
Home Visit
Transportation/Fees 15 $300 $4,500 $4,500 0
Cover educator
expenses for two
Kingswood
educators to
make 15 home
visits
San Juan Education
Foundation Staffing 15 $60 $900 $500 $500 Staffing
TOTAL $22,900 $10,000 $6,750

2. List ot
her organizations/agencies for which your organization will receive funding for this project.

San J
uan Uniﬁed has committed approximately $25,000 to support four PTHV pilots. A portion will go to Kingswood K-8, but without City of Citrus Heights’ support, the storytelling component—which can amplify impact for years to come—will not happen.

3. For o
ngoing programs, describe how your organization will fund future expenses.

This i
s a pilot project which if successful can be funded through school site funds and district- supported future funding.

4. How mu
ch of the total project costs is your organization requesting from the City? 36% o
f requested funds will go directly to home visit implementation at Kingswood; the remaining 64% will underwrite the storytelling effort, ensuring the City of Citrus Heights is recognized as the sole sponsor of this storytelling project.
91 ITEM 12
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Non-Proﬁt Community Support Fund Program Grant Application

5. Desc
ribe how the funding requested serves only Citrus Heights residents.

All
direct services funded through this grant will take place at Kingswood K-8, serving only Citrus Heights students and families. The videos produced will highlight and promote the Parent Teacher Home Visit program, with the City of Citrus Heights recognized as the sole sponsor of this storytelling effort. While the broader San Juan Uniﬁed community may learn from and be inspired by the results, both the services and the video content will focus exclusively on the impacts within Citrus Heights. 92 ITEM 12
Agenda Packet Page #148
93 ITEM 12
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Non-profit Community Support Fund Program
Scoring Rubric
Organization Name:

TOTAL SCORE: /_____
Overview
Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

San Juan Education Foundation (Parent Teacher Home Visits for All!) 1 1
1 2
5 1
0 15
29 94
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Budget
Detailed Project Costs
High- 5 4 Medium-3 2 Low-1 Score
Strongly detailed and
realistic budget with
sound use of funds
The budget generally
appears to support the
program/services as
described, although there
are gaps in detail.

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

Additionally, while videography is beneifcial for storytelling and building a campaign, the intention of the CNS funding is to profit a immediate direct benefit to Citrus Heights residents.

Budget: Grant request represents 40% of total project funding 95 ITEM 12
Agenda Packet Page #151
SILV

ER WISHES
96 ITEM 12
Agenda Packet Page #152
Approved by City Council January 11, 2024

Non-profit Community Support Fund
Program Grant Application

Organization:

Applicant Name & Title:

Address:

Event/Project/Program Title:
501(c)(3) Number:
(Include a copy of the IRS Letter w/Application)

Primary Contact Name:
(If other than the applicant)

E-mail and Phone Number:

Requested Grant Amount ($):

Signature and Date:

Application Submittal Process: E-mail the signed application packet and all attachments to [email protected] no later than 4:00 p.m. by August 16th, 2024.

LATE APPLICATIONS WILL NOT BE ACCEPTED

Applicants who fail to provide a final report may be denied future funding. 98 ITEM 12
Agenda Packet Page #154

1 Silver Wishes
Project Plan & Description
2025 City of Citrus Heights Community Support Grant Application Requested Amount: $5,000
Program: Wish Fulfillment Program for Seniors 65+ Living in Citrus Heights I. Program Overview
Silver Wishes is a nonprofit organization dedicated to uplifting and honoring underserved seniors by granting meaningful wishes that enhance dignity, independence, and joy. Our 2025 proposal requests $5,000 to directly support the Wish Fulfillment Program serving low-income seniors aged 65+ in Citrus Heights.

The requested funds will be used to grant approximately 8–10 individual wishes for qualified seniors in Citrus Heights. These wishes may include critical household needs (e.g., new refrigerators, lift chairs), mobility assistance devices, hobby-related equipment, or meaningful experiences such as outings or reconnecting with family.

II. Use of Funding & Implementation Plan
A. Use of Funds
Funds will be allocated to:
• Purchase of goods and services needed to fulfill approved wishes • Transportation, delivery, or installation services
• Administrative costs related to wish vetting, coordination, and follow-up (not to exceed 10%)
B. Steps for Implementation

1. Outreach & Referrals:

We will engage senior centers, case managers, local nonprofits, health providers, and community members to identify and refer eligible Citrus Heights residents.

2. Application & Review (Rolling, October 2025 – June 2026):

Applicants complete a short nomination form on the Silver Wishes website (or are referred by professionals). For those that prefer, they can call Silver Wishes directly and a 99 ITEM 12
Agenda Packet Page #155

2 volunteer will fill out the nomination form over the phone with them. Each case is reviewed to verify need and ensure it meets Silver Wishes' guidelines.

3. Wish Fulfillment & Coordination (October 2025 – June 2026):

Wish Coordinator and volunteers coordinate each wish, including purchasing items, arranging delivery, or coordinating services or experiences. Wishes are never used or repurposed items. Every effort is made to work with local businesses first for discounts and in-kind donations. Wishes are all personalized so each senior feels known and valued.

4. Follow-Up & Documentation (Ongoing):

Each wish is documented with before/after photos and a summary story, and recipients are followed up with to assess impact and satisfaction.

III. Schedule for Completion
Timeline Activity
August 2025 Community outreach, application intake begins October 2025 – June 2026 Wishes granted on a rolling basis July 2026 Grant reporting and impact summary submitted

IV. Expected Outcomes
• 8–10 individual wishes fulfilled for qualifying seniors 65+ in Citrus Heights • 100% of recipients will report increased quality of life and emotional well-being • Strengthened community partnerships and awareness of senior needs • Tangible support delivered to seniors at risk of isolation or loss of independence

V. Anticipated Citrus Heights Residents Served
We anticipate serving 8 to 10 Citrus Heights seniors directly through this grant. Additionally, these wishes often benefit caregivers and family members indirectly, increasing the impact. 100
ITEM 12
Agenda Packet Page #156
3 VI. Past City of Citrus Heights Funding (Last 5 Years) Silver Wishes has not received any prior funding from the City of Citrus Heights, including Community Support or CDBG funds, in the past five years.

VII. 2025 CDBG Application
Silver Wishes has not applied for 2025 CDBG funds.

VIII. Attachments (Submitted Separately)
• IRS Determination Letter verifying Silver Wishes' 501(c)(3) nonprofit status 101
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1 Silver Wishes
Program Budget & Grant Request
2025 City of Citrus Heights Community Support Grant
Requested Amount: $5,000
Program: Wish Fulfillment Program for Seniors 65+ Living in Citrus Heights I. Total Proposed Program Costs
The total cost for implementing the 2025 Citrus Heights Wish Fulfillment Program is projected to be:
$12,000
This amount will cover the fulfillment of approximately 10–12 wishes for low-income seniors aged 65 and over who reside within the City of Citrus Heights.

II. Budget Breakdown
Expense Category Estimated Cost
Wish Fulfillment (goods/services) $9,000
Transportation/Delivery/Installation $1,200
Program Administration (10%) $1,200
Total Estimated Program Cost $12,000
Note: Administration includes case review, coordination, documentation, and compliance. It will not exceed 10% of the total.

III. Funding Sources
Source Amount Committed/Pending
City of Citrus Heights (Requested) $5,000
Individual Donations (Committed) $5,000
102
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2 Source Amount Committed/Pending
Walmart Foundation (Pending) $1,000
Rotary Support (Pending)

$1,000
Total Anticipated Funding $12,000

IV. Future Funding Plans
Silver Wishes actively seeks funding from a variety of sources to sustain and grow our programs:
• Two annual fundraiser events (Bingo and Night at the Races) • Private foundations and local grant makers
• In-kind partnerships with local businesses and service providers • Recurring donor program
For ongoing wish fulfillment in Citrus Heights beyond 2025/2026, we will continue to apply for city, county, and foundation support, and increase individual donor engagement to ensure sustainability. No one-time city funds will be used for expenses we cannot continue to support in the future.

V. Grant Request from the City
We are respectfully requesting $5,000 from the City of Citrus Heights to cover approximately 42% of the total project cost. This funding will enable us to serve an estimated 8 to 10 low- income Citrus Heights senior residents through our wish fulfillment program.

VI. Citrus Heights Resident Focus
Although Silver Wishes operates in other areas in addition to Citrus Heights, the funds requested from the City of Citrus Heights will be exclusively used to benefit Citrus Heights residents aged 65 and older. Each applicant will be required to provide proof of residency (driver's license, utility bill, or confirmation from a referring agency). We maintain a separate tracking process for each city's funding to ensure:
103
ITEM 12
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3 • Accurate reporting of funds
• Strict geographic eligibility compliance
• Clear documentation for each Citrus Heights wish recipient No portion of this grant will be applied to administrative overhead beyond what supports the direct fulfillment of Citrus Heights-based wishes.
104
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Non-profit Community Support Fund Program
Scoring Rubric
Organization Name:

TOTAL SCORE: /_____
Overview
Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status)

2. Clear and measurable project scope/description

3. Funding usage benefits Citrus Heights residents

The budget does not
support the described
program/services. It
seems incomplete, does
not reflect actual costs, or
is outside of program
goals.

Preresearched Citrus Heights needs could help inform service scope and outcome measurement.

Project Costs: highly variable costs based on individual senior needs Funding sources: represents 42% of total project funding 106
ITEM 12
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SINGL

E MOM STRONG
107
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Organization: Single Mom Strong Inc
Applicant Name & Title: Tara Taylor, Founding Executive Director Address: 7525 Auburn Blvd., Suite 5
Citrus Heights, CA 95610
Event/Project/Program Title: Citrus Heights Toddler Classroom Expansion – EmpowerME Preschool & Childcare
501(c)(3) Number:
(Include a copy of the IRS Letter w/Application)
81-0917372
Primary Contact Name:
(If other than the applicant)
E-mail and Phone Number: [email protected]; (916) 735-5350 Requested Grant Amount ($): $25,951.77
By signing this document, I agree I have read (1) Non-Profit Community Support Program Guidelines, (2) Non-Profit Community Support Program Review and Approval Process, and (3) Non-profit Community Support Fund Program Scoring Rubric. I certify that funds will be used for the purpose specified in the application and supplemental documents. I understand that a final report and summary of the award are due no later than 45 days after the final project is completed or within 12 months from the award. I understand that failure to adhere to all program guidelines could prohibit me or my organization from applying for future funding.

Signature and Date: August 14, 2025
A complet
ed application includes all details below from the Project Plan & Description and the Project Budget & Grant Request. Application packets not containing all parts will be considered incomplete.

Project
Plan & Description
Attach the following details to the application in a separate file using a maximum of 3 pages) • A description of how funding will be used including steps for implementation, schedule for completion, and expected outcomes
• Indicate the anticipated number of Citrus Heights residents served • List all prior City of Citrus Heights funding awarded (city-administered grants, CDBG funds, etc.) to your organization over the past five (5) years
• Is your organization applying for 2025 CDBG funds and if so, for what amount? • Attach a copy of IRS Determination Letter verifying non-profit designation Project
Budget & Grant Request
Attach the following details to the application: A maximum of two (2) pages. • What is the total proposed program/project costs? Detail all current and anticipated funding sources. List other organizations/agencies for which your organization will receive funding for this project. 108
ITEM 12
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• For ongoing programs, describe how your organization will fund future expenses. • How much of the total project costs is your organization requesting from the City? • Describe how the funding requested serves only Citrus Heights residents

Approved by City Council January 11, 2024

Application Submittal Process: E-mail the signed application packet and all attachments to [email protected] no later than 4:00 p.m. by August 16th, 2024.

LATE APPLICATIONS WILL NOT BE ACCEPTED

Applicants who fail to provide a final report may be denied future funding.

Approved by City Council January 11, 2024
109
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Agenda Packet Page #165

Grant Proposal for the City of Citrus Heights: Project Plan & Description

Executive Summary

Every day, we meet single moms who demonstrate remarkable grit and determination. They are amazing parents, doing their best for their families. And yet, single parenting still comes with significant challenges.

In Sacramento County, 1 in 4 children lives in a single-parent household and faces increased risks of poverty and lifelong setbacks without support.

True to its name, Single Mom Strong invests deeply in single mothers who are courageously working to build better futures for themselves and their families. One of the greatest barriers they face, however, is access to childcare that is both high-quality and affordable—a challenge that continues to worsen. Even as demand rises, safe and reliable childcare options are becoming increasingly scarce, leading to a severe shortage in Sacramento County. According to the California Childcare Resource & Referral Network, in 2019 there were 173,203 children with working parents in need of childcare in Sacramento and only 45,033 childcare spaces were available. CBS News reported that 156 childcare sites closed during the pandemic. Childcare (or the lack thereof) has a significant, direct impact on our regional economy, specifically impacting women in the workforce and, disproportionately, single mothers’ ability to maintain employment. While our programs serve single-parent families throughout the Sacramento region, our greatest saturation is in the City of Citrus Heights, where 23% of children live in households led by single mothers.

In response to strong local demand, we are seeking grant support to expand our EmpowerME program in Citrus Heights by converting office space into a new toddler classroom, allowing us to serve up to 12 additional children ages 18 to 36 months. By addressing urgent childcare needs while creating capacity for long-term stability, this project directly advances the City of Citrus Heights’ General Plan objectives to strengthen economic vitality, expand educational opportunities, and enhance community vibrancy and engagement. Tuition is set at roughly 30% below market rates and will sustain the program long-term, making this a one-time investment that delivers lasting impact for vulnerable families.

About Single Mom Strong

Single Mom Strong’s (SMS) mission is to empower and create community for single mothers and their children through enrichment, encouragement, and educational programs. It takes a village to raise a child and for single mothers, Single Mom Strong is that village.

Founded in 2017, we first built a strong community of single mothers and their children through programs and events before opening our EmpowerME Preschool & Childcare program in Citrus Heights. Today, we provide this innovative early childhood education alongside career advancement tools and holistic family support. In 2024 alone, our programs served more than 1,500 unduplicated single mothers and children across Sacramento County. EmpowerME Preschool & Childcare in Citrus Heights has been voted “Best of Citrus Heights” four years in a row and is currently nominated for a fifth consecutive year, reflecting strong community trust in our high-quality, trauma-informed early childhood program.

The values we promote in our classrooms—honesty, respect, gratitude, compassion, perseverance, responsibility, and love—are reflected in the work we do every day. Together, we can help the next generation grow into confident, compassionate contributors to their communities. As one single mom recently shared: “I had nothing. Single Mom Strong was everything.”

916-735-5350 7525 Auburn Blvd. ste 5 – Citrus Heights, CA 95610 singlemomstrong.org

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How funding will be used including steps for implementation, schedule for completion, and expected outcomes

We are requesting support to convert office space at our Citrus Heights location into a new toddler classroom. Licensing requires a 1:6 teacher-child ratio, so the classroom will need one lead teacher and one teaching aide to serve up to 12 students, with the Executive Director overseeing the expansion.

Project costs cover the cleaning and remodeling of current space, including opening a wall to combine the office and adjacent space into a single classroom, as well as the initial setup with items such as furniture, shelves, rugs, educational toys, and curriculum materials. Funding will also support a public awareness campaign to promote the new toddler classroom to Citrus Heights residents, and will cover four months of salaries for a teacher and an aide, as well as 10% of the Executive Director’s monthly salary for six months (three months to oversee the room conversion and licensing and three months for program start-up). This initial support will help ensure enough students are enrolled to offset the teachers' wages, making the project self-sustaining.

Project Implementation Schedule:

● Target start date: January 15, 2026 (upon receipt of funds): Clear out the office space; bring in a handyman to open the wall and complete minor construction; follow with professional cleaning services; convert the space into a classroom; order and install classroom materials; complete any safety adjustments; and initiate public outreach.

● February 1, 2026: Commence licensing process.

● March 1, 2026: Hire and onboard the teaching team; continue targeted outreach and enrollment efforts to raise awareness of our programming among families living in Citrus Heights.

● March 15, 2026: Open the toddler classroom and begin enrollment immediately once licensing, staffing, and renovations are complete, with the goal of opening as soon as all requirements are met.

Expected Outcomes:
● Up to 12 additional toddler-aged children (ages 18–36 months) served in a high-quality, trauma-informed early childhood environment. At the 70% participation goal, approximately eight of the new spots will be filled by Citrus Heights residents.

● Increased access to high-quality, affordable childcare for single-parent families in Citrus Heights. Our culturally responsive programming fosters self-expression and emphasizes social-emotional development. We read to our children at least five times a day laying a strong foundation for literacy and school readiness.

● Improved employment retention, career advancement and educational opportunities for single mothers by reducing childcare barriers.

● Expanded access to a sustainable, community-rooted program that strengthens family stability and long-term educational outcomes.

● Enhanced family well-being in the local community through accessible, high-quality childcare that enables employment, expands educational opportunities, and fosters healthy child development.
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These outcomes align with the City of Citrus Heights’ strategic goals to diversify for a resilient, vibrant economy and enhance community vibrancy and engagement.

The anticipated number of Citrus Heights residents served At present, our existing classrooms at the Citrus Heights location serve 72 children, representing a total of 144 clients when including their mothers. Based on the current 62% participation rate, approximately 45 of those children and 45 of their mothers, or about 90 Citrus Heights residents in total, are served. With our goal of increasing Citrus Heights participation from 62% to 70%, we anticipate serving approximately 50 children and 50 mothers from Citrus Heights in our baseline programs. Adding capacity for 12 more children and their 12 mothers through the new toddler classroom would serve an additional 17 local residents, bringing the total to approximately 117 Citrus Heights residents at a time.

Because parents typically choose childcare within 10 miles of home — and given that this is a capacity-building project — the new classroom is well-positioned to serve more local families. With approximately 8,000 single mothers residing in the city, this expansion presents a significant opportunity to increase our impact and continue meeting the childcare needs of households, particularly single-parent families, in the Citrus Heights community. With an average participation duration of 18 months, we estimate reaching roughly 56 additional Citrus Heights residents through the toddler classroom alone over a five-year period. As a licensed childcare provider, we require each participant to accurately complete enrollment paperwork, which includes address information. This paperwork is updated annually.

List all prior City of Citrus Heights funding awarded (city-administered grants, CDBG funds, etc.) to your organization over the past five (5) years

Below is a summary of Single Mom Strong’s funding received from the City of Citrus Heights over the past five years:

● 2023-2024: $25,236 — “Increase utilization of Single Mom Strong's Programs and Services”

● 2022-2023: $15,000 — “Support Single Mom Strong’s Expansion”

● 2021-2022: $9,100 — “Increase The Capacity of Single Mom Strong’s EmpowerME Preschool & Childcare programs”

Is your organization applying for 2025 CDBG funds and if so, for what amount?

Single Mom Strong did not submit an application for 2025 CDBG funds.

Thank You

We sincerely appreciate your consideration of our request. We are also grateful for your initial collaboration that helped us open the center in Citrus Heights in 2019. Over the past five years, your continued support has totaled $49,336, including funding for our previous EmpowerME program expansion. The single mothers we serve, and their children, are thriving. We are now prepared to welcome even more families into our programs.

This latest project, aimed at further expanding our reach to single mothers and their children at our Citrus Heights center—and more broadly across the city—by adding a new toddler classroom directly aligns with and advances the City’s objective to improve the overall quality of life for its residents. We would be honored to welcome you for an in-person visit to see our programs in action. Please contact Tara Taylor to arrange a time that works best for you.

916-735-5350 7525 Auburn Blvd. ste 5 – Citrus Heights, CA 95610 singlemomstrong.org

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Agenda Packet Page #168

Grant Proposal for the City of Citrus Heights: Project Budget & Grant Request

What is the total proposed program/project costs?

We are requesting $25,951.77 to convert existing office space at our Citrus Heights center into a new toddler classroom.

This request covers start-up expenses, four months of personnel costs for classroom staff, and six months of the Executive Director’s time, supported by a partial salary allocation, to launch the new EmpowerME classroom in Citrus Heights. Start-up expenses include opening a wall to combine the office and Career Closet (where single moms can shop professional clothing for free)—currently separated by a single door—into one cohesive space; licensing and inspection; cleaning; setup; classroom materials; and outreach to families. A full-time lead teacher (1.0 FTE at $3,460/month) and a full-time teacher aide (1.0 FTE at $2,980/month) will staff a new classroom at the Citrus Heights EmpowerME site, with oversight and program implementation provided by the Executive Director (0.1 FTE at $7,900/month); this request covers the first four months of two roles—$13,840 for the teacher and $11,920 for the aide—and $4,740 for the Executive Director during the first six months, totaling $30,500, after which tuition revenue will sustain ongoing staffing. With current local enrollment at 62% and a goal of reaching 70% through this expansion, the City’s grant request reflects 70% of the total project cost.

Below is a breakdown of the costs:

Category Description Estimated Cost

1. Classroom Preparation –
Cleaning, Construction &
Licensing
Handyman: $500
Open the wall: $2,000
Cleaning Services: $800
Relicensing Fee & Fire Inspection: $500
$3,800.00

2. Classroom Setup –
Supplies & Materials
See Appendix A for detailed inventory list with
itemized costs and quantities
$1,273.96

3. Marketing & Outreach Public Relations Campaign targeting Citrus Heights residents, including parent outreach, branding,
materials, digital ads, and community events
$1,500.00

4. Personnel (4 months
classroom staff; 6 months
ED at 0.1 FTE)
Lead Teacher (1.0 FTE at $3,460/month): 4 months =
$13,840
Teacher Aide (1.0 FTE at $2,980/month): 4 months =
$11,920
Executive Director (0.1 FTE oversight at
$7,900/month): 6 months = $4,740
$30,500.00
Sub Total $37,073.96
70% allocation for Citrus
Heights residents
$25,951.77

Detail all current and anticipated funding sources. List other organizations/agencies for which your organization will receive funding for this project.

The City of Citrus Heights is the only funder we have approached for this toddler classroom expansion.

Our other current and pending funding supports the broader programs and services offered by Single Mom Strong.

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Current Funding Sources:

SMUD—$50,000—Awarded
The Sacramento Literary Foundation (in-kind book donation)—$1,600—Awarded Individual Contributions—$23,000—Awarded

Pending Funding Sources:

Union Pacific—$10,000—Pending
Umpqua Bank—$10,000—Pending
WLS Foundation—$4,000—Pending
Insperity—$5,000—Pending

For ongoing programs, describe how your organization will fund future expenses.

This one-time investment serves as essential capital and foundational support, including key staff salaries, for converting our current office into a toddler classroom at our EmpowerME center in Citrus Heights. Once enrollment begins, tuition revenue will fully cover salaries and operational costs, ensuring long-term sustainability.

This expansion project is in direct response to strong demand. We already operate a toddler room at our Citrus Heights center and have families seeking immediate access. Once the new toddler room is set up, we will be able to accommodate these children without delay and welcome new students until the classroom reaches capacity. As a result, we anticipate that tuition will cover this capital and start-up investment within four months, making this expansion a viable, long-term solution to both the immediate local demand and the broader childcare crisis.

This method was used to fund the initial construction of our Citrus Heights center, and its expansion 3 years later. In both instances, all goals were met without additional funding and the program is self-sustaining. We will maintain strong referral pipelines and track participation and outcomes, ensuring the program not only sustains itself financially, but also delivers on its mission to support single mothers in building economic stability and resilience.

How much of the total project costs is your organization requesting from the City?

We are requesting $25,951.77 to fully launch the new toddler classroom, reflecting the 70% of participants who will be Citrus Heights residents.

Describe how the funding requested serves only Citrus Heights residents

We have the space and licensing capacity to serve up to 12 additional students in the new toddler classroom, with each teacher supporting up to six children. As noted above, we anticipate serving approximately 56 Citrus Heights residents over a five-year period through this program.

To reach these Citrus Heights families, the requested funds will be used to launch a targeted public relations campaign focused specifically on reaching Citrus Heights residents. Enrollment will begin with families already confirmed for the program but awaiting an available spot. Once those openings are filled, outreach will continue to prioritize City residents, ensuring that the majority of children served through this expansion will be from the Citrus Heights community.

We have developed strong community partnerships, evidenced by our collaboration with SMUD and the City of Citrus Heights to open our first EmpowerME Preschool. Building on that foundation, the proposed toddler room will allow us to serve even more families in the local community. In this spirit, we believe our funding request—to expand EmpowerME’s reach and enhance its effectiveness at our Citrus Heights center—aligns with the City’s objective to strengthen and improve the overall quality of life for its residents.
916-735-5350 7525 Auburn Blvd. ste 5 – Citrus Heights, CA 95610 singlemomstrong.org

114
ITEM 12
Agenda Packet Page #170
7 P. O- BOX 2508
CINCINNATI, OH 452OL
Employer Ident.j-f i-caLion Number :

Date: JuLly'/015 ,:i,0"""
17 053 158 3 25006
SINGLE MON STRONG INC ConIacT Person:
c/o tana HARRIS RENEE RAILEY NoRToN ID# 31,1,72
4785 BUCKNELL CT Contact Telephone Number:

SACRAMENTO, CA 9584L (877) 829-5500
Accounting Period Endi-ng:

December 31
Public Charity Status:
170 (b) (1) (A) (vi)
Form 99o / 990 -EZ/ 990-N Required:

Yes
Ef fective Dat.e of Exemption:

December 20, 201-5
Contribution DeducLibility :
yes
Addendum Applies:

No
Dear Applicant:
we're pleased to te11 you we determined you're exempt from federal income tax under fnternal Revenue Code (IRC) Section 501(c) (3). Donors can deduct contributions they make to you under IRC Section 170. You're al-so qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2L06, or 2522. This letter could help resolve questions on your exempL status. Please keep it for your records.

Organizations exempt under IRC Section 501(c) (3) are further classified as either public charities or privaLe foundations. We determined you're a public charity under the IRC Section l-isted at the top of this letter.

If we indicated at the top of this letter thaL you're required to file Form 99a/99c-EZ/99o-\l , cur rcccrdc shcw you'::c::cqurred to fil-e an annual j-nformation return (Form 990 or Form 990-EZ) or elecLronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempL status will be automatically revoked. ff we indicat.ed at the top of this l-etter that an addendum applies, the encl-osed addendum is an int.egral part of this letter.

For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221--PC" in the search bar to view Publicatiorr 4221--PC, Compliance Guide for 501-(c) (3) Publ-ic Charities, which describes your recordkeeping, reporting, and disclosure requirements.

Letter 947
115
ITEM 12
Agenda Packet Page #171
_l
-2-

SINGLE MON STRONG INC
Sincerely,
w
,Ief frelr I. Cooper
Director, Exempt Organizations
Rulings and Agreements
Letter 947
116
ITEM 12
Agenda Packet Page #172
Appendix A
EmpowerME Classroom- Basic
Inventory
Inventory List- Infant/Toddler Need Cost Subtotal
Area rug 2 $34.99 $69.98
8-Cube Shelves for cubbies/
organization 2 $89.99 $179.98
Bins for Cubbies 16 $4.00 $64.00
4 Cube Shelves/ Toys 2 $44.99 $89.98
Changing Table- portable 1 $59.99 $59.99
Diaper Pail 1 $32.58 $32.58
Stackable Toddler cot- 6 pack 1 $111.44 $111.44
Toddler table- wood/white w/ 6
chairs 1 $164 $164
Book Cases 2 $31.35 $62.70
Play kitchen 1 $79.99 $79.99
Bins for Toys 4 $4.00 $16.00
Animals 1 $22.98 $22.98
Foam Blocks 1 $23.99 $23.99
Puzzles 1 $12.90 $12.90
Book budget 1 200 200
Mega Blocks 1 $16 $16
Big Cars 1 $19.48 $19.48
Babydoll set 1 $36.99 $36.99
Garbage Can 1 $10.98 $10.98
Mini Fridge 1 99.98 99.98
Toddler Potty chair 2 35.98 71.96
Step Stools 2 $6.99 $13.98
Teacher Cabinet 1 $99.00 $99.00
Total $1,273.96
117
ITEM 12
Agenda Packet Page #173

Non-profit Community Support Fund Program
Scoring Rubric

Organization Name: Single Mom Strong
TOTAL SCORE: 17/29

Overview

Yes-1 No-0 Score

1.Copy of IRS 501(c)(3) Determination Letter (Confirming status) 1 1

2. Clear and measurable project scope/description 1 1

3. Funding usage benefits Citrus Heights residents 1 1

5. Provide an Itemized Budget 1 1
Program/Services Overview

The applicant clearly describes the specific program or event and aligns with the funding request High- 5 4 Medium-3 2 Low-1 Score
A clear summary of the Somewhat clear summary Vague, incomplete, or 5 program/services with of the program/services with confusing summary of the specific details on how it specific details on how it program/services with little serves Citrus Heights serves Citrus Heights or no details on how it residents Residents serves Citrus Heights
residents

How many Citrus Heights residents will benefit from the program? 5 4 3 2 1 0 Score
>1000 >500 >250 >100 <50 Did not provide
an answer
2 The applicant identifies clear, specific outcomes that can be expected from this award High- 5 4 Medium-3 2 Low-1 Score
Clear definition of Good understanding of Success difficult to 3 program/services anticipated specific ascertain, flawed by success. Clear picture results of success, but unmeasurable outcomes. of how it will lacks detail.
demonstrate outcomes
are met.
118
ITEM 12
Agenda Packet Page #174

Budget

Detailed Project Costs
High- 5 4 Medium-3 2 Low-1 Score
Strongly detailed and The budget generally The budget does not 2 realistic budget with appears to support the support the described sound use of funds program/services as program/services. It described, although there seems incomplete, does
are gaps in detail. not reflect actual costs, or
is outside of program
goals.

Application reviewed by Nicole Piva
Written Comments:

The applicant provides a clear description of the program in relation to the funding request. The proposal outlines up to 12 new toddler-aged childcare spots, with approximately 8 reserved for Citrus Heights residents, based on a 70% participation goal.

Further clarification would be helpful:

• Construction Scope and Permitting: More detail is needed regarding the scope of work involving a handyman, particularly the plan to open a wall and complete minor construction. This work should be reviewed and approved by the Citrus Heights Building Division.

• Personnel Costs and Documentation: I recommend the applicant provide timesheets or other documentation for staff involved in setting up and operating the new classroom. This would help verify the proposed staffing costs and ensure transparency in the use of funds.

• Sustainability of Staffing Beyond Initial Funding: The budget currently includes four to six months of staff time (lead teacher, aide, and partial Executive Director time). Additional information is needed on how these ongoing personnel costs will be covered once the initial funding period ends, to confirm the long-term sustainability of the new service.

119
ITEM 12
Agenda Packet Page #175
Printed on Recycled Paper
RESOLUTION NO. 2025-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CITRUS HEIGHTS,

CALIFORNIA, APPROVING NON-PROFIT COMMUNITY SUPPORT FUND ALLOCATIONS FOR FISCAL YEAR 2025/2026

WHEREAS, the City of Citrus Heights offers limited one-time funding for non-profit organizations that provide services to residents of the Citrus Heights community through the Community Support program; and

WHEREAS, there is $150,000 available in Non-Profit Community Support Funds for Fiscal Year 2025/2026; and

WHEREAS, the Non-Profit Community Support Fund aligns with the City Council’s Strategic goal to Enhance Community Vibrancy and Engagement; and

WHEREAS, the FY 2025/2026 application period opened July 14, 2025, and twelve applications were received; and

WHEREAS, the City Council Quality of Life Committee reviewed the Non-Profit Community Support requests on August 29, 2025, and recommended funding nine applications for the total amount of $132,300.

NOW THEREFORE BE IT RESOLVED AND ORDERED by the City of Citrus Heights that nine (9) applications be awarded in the total amount of $132,300 as outlined in the staff report recommendation;

The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original resolutions.

PASSED AND ADOPTED by the City Council of the City of Citrus Heights, California, this 10th day of September 2025 by the following vote, to wit:

AYES: Council Members:

NOES: Council Members:

ABSTAIN: Council Members:

ABSENT: Council Members:

Dr. Jayna Karpinski-Costa, Mayor
ATTEST:

Amy Van, City Clerk

ITEM 12
Agenda Packet Page #176
Printed on Recycled Paper

CITY OF CITRUS HEIGHTS

CITY COUNCIL STAFF REPORT

MEMORANDUM
DATE
: September 10, 2025
TO: Mayor and City Council Members
Ashley J. Feeney, City Manager
FR
OM: Amy Van, City Clerk
Danielle Jones, Administrative Assistant
SU
BJECT: Designation of Voting Delegate and Alternate(s) for the League of California Cities Annual Conference
Summary and Recommendation
Sta
ff recommends the City Council make a motion to designate a voting delegate and up to two alternates to participate at the Annual Business Meeting on October 10, 2025 during the League of California Cities (Cal Cities) Annual Conference.

Ba
ckground and Analysis
Th
e Cal Cities Annual Conference is scheduled for October 8-10, 2025, in Long Beach. The Annual Business Meeting will be held during the General Assembly on Friday, October 10, 2025. Consistent with Cal Cities bylaws, the City’s voting delegate and alternates must be designated by action of the City Council, no later than September 24, 2025. The voting delegate and up to two alternate(s) must be registered to attend the conference.

At
the Annual Business Meeting the Cal Cities membership considers and takes action on resolutions that establish Cal Cities policy. The City’s appointed voting delegate plays an important role during the General Assembly by representing the City and voting on resolutions.

Sixty days before the Cal Cities Annual Conference and Expo, Cal Cities members may submit policy proposals on issues of importance to cities.

Ca
l Cities did not receive any general resolutions by the August 9 deadline. Petitioned resolutions may be introduced during the Cal Cities Annual Conference.

Atta
chments
(1) 2025 V
oting Delegate Information Packet
ITEM 13
Agenda Packet Page #177

1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org

DATE: Wednesday, July 16, 2025

TO: Mayors, Council Members, City Clerks, and City Managers

RE: DESIGNATION OF VOTING DELEGATES AND ALTERNATES
League of California Cities Annual Conference and Expo, Oct. 8-10, 2025 Long Beach Convention Center

Every year, the League of California Cities convenes a member-driven General Assembly at the Cal Cities Annual Conference and Expo. The General Assembly is an important opportunity where city officials can directly participate in the development of Cal Cities policy.

Taking place on Oct. 10, the General Assembly is comprised of voting delegates appointed by each member city; every city has one voting delegate. Your appointed voting delegate plays an important role during the General Assembly by representing your city and voting on resolutions.

To cast a vote during the General Assembly, your city must designate a voting delegate and up to two alternate voting delegates, one of whom may vote if the designated voting delegate is unable to serve in that capacity. Voting delegates may either be an elected or appointed official.

Action by Council Required. Consistent with Cal Cities bylaws, a city’s voting delegate and up to two alternates must be designated by the city council. Please note that designating the voting delegate and alternates must be done by city council action and cannot be accomplished by individual action of the mayor or city manager alone.

Following council action, please submit your city’s delegates through the online submission portal by Wed., Sept. 24. When completing the Voting Delegate submission form, you will be asked to attest that council action was taken. You will need to be signed in to your My Cal Cities account when submitting the form.

Submitting your voting delegate form by the deadline will allow us time to establish voting delegate/alternate records prior to the conference and provide pre-conference communications with voting delegates.

Conference Registration Required. The voting delegate and alternates must be registered to attend the conference. They need not register for the entire conference; they may register for Friday only. Conference registration is open on the Cal Cities website.

Council Action Advised by September 24, 2025
ITEM 13
Agenda Packet Page #178

For a city to cast a vote, one voter must be present at the General Assembly and in possession of the voting delegate card and voting tool. Voting delegates and alternates need to pick up their conference badges before signing in and picking up the voting delegate card at the voting delegate desk. This will enable them to receive the special sticker on their name badges that will admit the voting delegate into the voting area during the General Assembly.

Please view Cal Cities’ event and meeting policy in advance of the conference.

Transferring Voting Card to Non-Designated Individuals Not Allowed. The voting delegate card may be transferred freely between the voting delegate and alternates, but only between the voting delegate and alternates. If the voting delegate and alternates find themselves unable to attend the General Assembly, they may not transfer the voting card to another city official.

Seating Protocol during General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.

The voting delegate desk, located in the conference registration area of the Long Beach Convention Center in Long Beach, will be open at the following times: Wednesday, Oct. 16, 8:00 a.m.-6:00 p.m. and Thursday, Oct. 17, 7:30 a.m.-4:00 p.m. On Friday, Oct. 18, the voting delegate desk will be open at the General Assembly, starting at 7:30 a.m., but will be closed during roll calls and voting.

The voting procedures that will be used at the conference are attached to this memo.

Please share these procedures and this memo with your council and especially with the individuals that your council designates as your city’s voting delegate and alternates.

Once again, thank you for submitting your voting delegate and alternates by Wednesday, Sept. 24. If you have questions, please contact Zach Seals at [email protected].

Attachments:
• General Assembly Voting Guidelines
• Information Sheet: Cal Cities Resolutions and the General Assembly

ITEM 13
Agenda Packet Page #179

1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org

General Assembly Voting Guidelines

1. One City One Vote. Each member city has a right to cast one vote on matters pertaining to Cal Cities policy.

2. Designating a City Voting Representative. Prior to the Cal Cities Annual Conference and Expo, each city council may designate a voting delegate and up to two alternates; these individuals are identified on the voting delegate form provided to the Cal Cities Credentials Committee.

3. Registering with the Credentials Committee. The voting delegate, or alternates, may pick up the city's voting card at the voting delegate desk in the conference registration area. Voting delegates and alternates must sign in at the voting delegate desk. Here they will receive a special sticker on their name badge and thus be admitted to the voting area at the General Assembly.

4. Signing Initiated Resolution Petitions. Only those individuals who are voting delegates (or alternates), and who have picked up their city’s voting card by providing a signature to the credentials committee at the voting delegate desk, may sign petitions to initiate a resolution.

5. Voting. To cast the city's vote, a city official must have in their possession the city's voting card and voting tool; and be registered with the credentials committee. The voting card may be transferred freely between the voting delegate and alternates but may not be transferred to another city official who is neither a voting delegate nor alternate.

6. Voting Area at General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.

7. Resolving Disputes. In case of dispute, the credentials committee will determine the validity of signatures on petitioned resolutions and the right of a city official to vote at the General Assembly.

ITEM 13
Agenda Packet Page #180
Sixty days before the
Annual Conference
and Expo, Cal Cities
members may submit
policy proposals on
issues of importance
to cities. The resolution must
have the concurrence of at least
five additional member cities or
individual members.

How it works: Cal Cities
Resolutions and the General Assembly
General Assembly
General Resolutions Policy Committees
Developing League of California Cities policy is a dynamic process that engages a wide range of members to ensure Cal Cities represents cities with one voice. These policies directly guide Cal Cities’ advocacy to promote local decision-making, and lobby against statewide policies that erode local control.

The resolutions process and General Assembly is one way that city officials can directly participate in the development of Cal Cities policy. If a resolution is approved at the General Assembly, it becomes official Cal Cities policy. Here’s how resolutions and the General Assembly work.

The petitioned
resolution is an
alternate method
to introduce policy
proposals during
the annual conference. The
petition must be signed by
voting delegates from 10% of
member cities, and submitted to
the Cal Cities President at least
24 hours before the beginning
of the General Assembly.

Petitioned Resolutions
The Cal Cities
President assigns
general resolutions
to policy committees
where members
review, debate, and recommend
positions for each policy proposal.

Recommendations are forwarded
to the Resolutions Committee.

Who’s who
The Resolutions Committee
includes representatives
from each Cal Cities
diversity caucus, regional
division, municipal
department, and policy
committee, as well as
individuals appointed by
the Cal Cities president.

Voting delegates
are appointed by each
member city; every city
has one voting delegate.

The General Assembly is a
meeting of the collective
body of all voting
delegates —one from
every member city.

Seven policy committees
meet throughout the year
to review and recommend
positions to take on bills
and regulatory proposals.

Policy committees include
members from each Cal
Cities diversity caucus,
regional division, and
municipal department,
as well as individuals
appointed by the Cal
Cities president.

During the General Assembly, voting delegates
debate and consider general and petitioned
resolutions forwarded by the Resolutions
Committee. Potential Cal Cities bylaws
amendments are also considered at this meeting.

Cal Cities policy
development is a member-
informed process,
grounded in the voices and
experiences of city officials
throughout the state.

For more information visit www.calcities.org/general-assembly Prior to the Annual Conference and Expo
Resolutions Committee
The Resolutions
Committee considers
all resolutions. General
Resolutions approved
1 by
either a policy committee
or the Resolutions Committee are next
considered by the General Assembly.

General resolutions not approved, or
referred for further study by both a
policy committee and the Resolutions
Committee do not go to the General
Assembly. All Petitioned Resolutions
are considered by the General
Assembly, unless disqualified.
2 During the Annual Conference and Expo
1 The Resolution Committee can amend a general resolution prior to sending it to the General Assembly. 2 Petitioned Resolutions may be disqualified by the Resolutions Committee according to Cal Cities Bylaws Article VI. Sec. 5(f).

ITEM 13
Agenda Packet Page #181

Citrus Heights City Council MeetingsSeptember 10, 2025

Citrus Heights City Council Meetings
September 10, 2025