Agenda packet — Clovis City Council, May 15, 2023 (part 1 of 2)

May 15, 2023 - 1 - 1:38 PM A G E N D A • C I T Y C O U N C I L M E E T I N G

May 15, 2023 6:00 PM Council Chamber

In compliance with the Americans with Disabilities Act, if you need special assistance to access the City Council Chamber to participate at this meeting, please contact the City Clerk or General Services Director at (559) 324 -2060 (TTY – 711). Notificatio n 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to the Council Chamber.

The Clovis City Council meetings are open to the public at the physical address listed above. There are numerous ways to participate in the City Council meetings: you are able to attend in person; you may submit written comments as described below; you may participate by calling in by phone (see “Verbal Comments” below); and you may view the meeting which is webcast and acces sed at www.cityofclovis.com/agendas.

Written Comments

 Members of the public are encouraged to submit written comments at:
www.cityofclovis.com/agendas at least two (2) hours before the meeting (4:00 p.m.). You will be prompted to provide:

 Council Meeting Date
 Item Number
 Name
 Email
 Comment

 Please submit a separate form for each item you are commenting on.

 A copy of your written comment will be provided to the City Council noting the item number.

If you wish to make a verbal comment, please see instructions below.

 Please be aware that any written comments received that do not specify a particular agenda item will be marked for the general public comment portion of the agenda.

 If a written comment is received after 4:00 p.m. on the day of the meeting, efforts will be made to provide the comment to the City Council during the meeting. However, staff cannot guarantee that written comments received after 4:00 p.m. will be provided to City Council during the meeting. All written comments received prior to the end of the meeting will be made part of the record of proceedings.

Council Chamber, 1033 Fifth Street, Clovis, CA 93612 (559) 324-2060 www.cityofclovis.com
1 May 15, 2023 - 2 - 1:38 PM Verbal Comments

 If you wish to speak to the Council on an item by telephone, you should contact the City Clerk at (559) 324-2060 no later than 4:00 p.m. the day of the meeting.

 You will be asked to provide your name, phone number, and your email. You will be emailed instructions to log into Webex to participate in the meeting. Staff recommends participants log into the Webex at 5:30 p.m. the day of the meeting to perform an audio and mic check.

 All callers will be placed on mute, and at the appropriate time for your comment your microphone will be unmuted.

 In order for everyone to be heard, please lim it your comments to 5 minutes or less, or 10 minutes per topic

Webex Participation

 Reasonable efforts will be made to allow written and verbal comment from a participant communicating with the host of the virtual meeting. To do so, a participant will need to chat with the host and request to make a written or verbal comment. The host w ill make reasonable efforts to make written and verbal comments available to the City Council. Due to the new untested format of these meetings, the City cannot guarantee that these written and verbal comments initiated via chat will occur. Participants w anting to make a verbal comment via call will need to ensure that they accessed the WebEx meeting with audio and microphone transmission capabilities.

CALL TO ORDER

FLAG SALUTE - Councilmember Basgall

ROLL CALL

PRESENTATIONS/PROCLAMATIONS

1. Presentation of Proclamation Designating May 21 - 27, 2023, as National Public Works Week.

PUBLIC COMMENTS - This is an opportunity for the members of the public to address the City Council on any matter within the City Council’s jurisdiction that is not listed on the Agenda. In order for everyone to be heard, please limit your comments to 5 minutes or less, or 10 minutes per topic. Anyone wishing to be placed on the Agenda for a specific topic should contac t the City Manager’s office and submit correspondence at least 10 days before the desired date of appearance.

ORDINANCES AND RESOLUTIONS - With respect to the approval of resolutions and ordinances, the reading of the title shall be deemed a motion to wai ve a reading of the complete resolution or ordinance and unless there is a request by a Councilmember that the resolution or ordinance be read in full, further reading of the resolution or ordinance shall be deemed waived by unanimous consent of the Council.

CONSENT CALENDAR - Items considered routine in nature are to be placed upon the Consent Calendar. They will all be considered and voted upon in one vote as one item unless a 2 May 15, 2023 - 3 - 1:38 PM Councilmember requests individual consideration. A Councilmember’s vote in favor of the Consent Calendar is considered and recorded as a separate affirmative vote in favor of each action listed. Motions in favor of adoption of the Consent Calendar are deemed to include a motion to waive the reading of any ordinance or resolution on the Consent Calendar. For adoption of ordinances, only those that have received a unanimous vote upon introduction are considered Consent items.

2. Administration - Approval - Minutes from the May 1, 2023, Council Meeting.

3. Administration - Adopt - Ord. 23 -01, R2022 -001, A request to rezone the subject property from the R-1-7500 (Single-family Residential, 7,500 sf) Zone District to the R- 2 (Multifamily Medium-High Density Residential) Zone District, located north of Alluvial Avenue, between Sunnyside and Fordham Avenues. (Vote: 5-0)

4. Administration - Adopt - Ord. 23-02, A request to approve an ordinance of the City Council of the City of Clovis amending Section 8.1.01.1 of Chapter 8.1 of Title 8 relating to amendments to uniform administrative code to add Photovoltaic and Energy Storage Systems fee Table S-1. (Vote: 5-0)

5. Finance – Receive and File – Investment Report for the Month of December 2022.

6. Finance – Receive and File – Treasurer’s Report for the Month of December 2022.

7. Finance – Receive and File – Investment Report for the Month of January 2023.

8. Finance – Receive and File – Treasurer’s Report for the Month of January 2023.

9. General Services – Approval – Res. 23-___, Authorizing Amendments to the City’s Classification Plan by Revising the Public Safety Dispatcher Classification in the Police Department.

10. General Services - Approval – Res. 23-___, Authorizing Amendments to the City’s Classification and Compensation Plans to Adopt the Parts Runner Classification with a Salary Range of $3,522 to $4,281 per month, and Approval – Res. 23-___, Amending the City’s FY 22-23 Position Allocation Plan.

11. Planning and Development Services – Approval – Res. 23-__, Adopt a list of projects funded by SB1: The Road Repair and Accountability Act.

PUBLIC HEARINGS - A public hearing is an open consideration within a regular or special meeting of the City Council, for which special notice has been given and may be required. When a public hearing is continued, noticing of the adjourned item is required as per Government Code 54955.1.

12. Consider Approval – Res. 23 -___, a Resolution Co nfirming the Diagram and Assessments for the Annual Levy, 2023-2024 Landscape Maintenance District No. 1.

Staff: Eric Aller, Parks Manager
Recommendation: Approve

13. Consider items associated with approximately 500 acres of land located within the area generally bound by Shepherd Avenue on the south, Willow Avenue on the west, the Enterprise Canal on the north and the Peach Avenue alignment on the east. City of Clovis, applicant.

a. Consider Introduction – Ord. 23-___, R2023-003, A request to establish prezoning classifications for approximately 333 acres of property and to modify prezoning classifications on approximately 35 acres within the overall 500 acre project area. City of Clovis, applicant.

3 May 15, 2023 - 4 - 1:38 PM b. Consider Approval - Res. 23 -___, RO309, A Resolution of Application for the annexation of approximately 500 acres into the Clovis City limits.

Staff: Dave Merchen, City Planner
Recommendation: Approve

14. Consider Review and Introduction – Res. 23 -___, 2023 -24 City of Clovis Annual Budget, Five Year Capital Improvement Program, and information regarding the Clovis Successor Agency.

a) Finance Department (Jay Schengel)
b) City Council/City Attorney/City Manager/City Clerk (John Holt/Jesse Velez) c) Police Department (Curt Fleming)
d) Fire Department (John Binaski)
e) Public Utilities Department (Scott Redelfs)
f) Planning and Development Services/Community Investment Program (Renee Mathis)
g) General Services (Shonna Halterman)
h) Economic Development, Housing, and Communications (Chad McCollum)

Staff: Jay Schengel, Finance Director/John Holt, City Manager Recommendation: Receive Introduction and continue the public hearing to June 5, 2023

CITY MANAGER COMMENTS

COUNCIL COMMENTS

CLOSED SESSION - A “closed door” (not public) City Council meeting, allowed by State law, for consideration of pending legal matters and certain matters related to personnel and real estate transactions.

15. Government Code Section 54956.9(d)(1)
CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
Case Name: Desiree Martinez v. City of Clovis, et al., Case No. F082914

ADJOURNMENT

FUTURE MEETINGS

Regular City Council Meetings are held at 6:00 P.M. in the Council Chamber. The following are future meeting dates:

June 5, 2023 (Mon.)
June 12, 2023 (Mon.)
June 19, 2023 (Mon.)
July 3, 2023 (Mon.)

4 5
AGENDA ITEM NO. 1.

PRELIMINARY - SUBJECT TO APPROVAL

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CLOVIS CITY COUNCIL MEETING

May 1, 2023 6:00 P.M. Council Chamber

Meeting called to order by Mayor Ashbeck
Flag Salute led by Councilmember Mouanoutoua

Roll Call: Present: Councilmembers Basgall, Bessinger, Mouanoutoua, Pearce Mayor Ashbeck

PRESENTATION – 6:02

6:02 – ITEM 1 - PRESENTATION OF PROC LAMATION DECLARING M AY 2023, AS OLDER AMERICANS MONTH.

6:13 – ITEM 2 - UPDATE ON THE 2023 TRAIL FEST TO BE HELD ON MAY 6, 2023.

PUBLIC COMMENTS – 6:15

CONSENT CALENDAR – 6:17

Motion by Councilmember Bessinger, seconded by Councilmember Basgall, that the items on the Consent Calendar with the exception of item 11, be approved. Motion carried by unanimous vote.

3. Administration - Approved - Minutes from the April 10, 2023, and April 14, 2023, Council Meetings.

4. Administration – Approved – Award the Request for Proposals to Zones for the purchase of twenty (20) Mobile Data Computers in the amount of $97,710.00 plus tax.

5. General Services – Approved – Res. 23-27, Authorizing the Execution of the Certificates of Assurances for the Low Carbon Transit Operations Program (LCTOP), and Submittal of Two (2) Projects for Fiscal Year 2022-2023.

6. Planning and Development Services – Approved – Final Acceptance for CIP 21-06 Modular Training Facility.

7. Planning and Development Services – Approved – Final Acceptance for CIP 18 -12 Fire Station 6.

8. Planning and Development Services – Approved – Final Acceptance for Final Map for Tract 6349, located east of Locan Avenue, between Barstow Avenue and Shaw Avenue (DYP 6260, LP (De Young Properties)).

9. Planning and Development Services – Approved – Final Acceptance for Final Map for Tract 6328, located at the northwest corner of Shepherd and Clovis Avenues (6050 Enterprises, LP (Wilson Homes)).

10. Planning and Development Services – Approved – Final Acceptance for Final Map for Tract 6273, located at the northwest corner of Ashlan Avenue and Armstrong Avenue (Joseph Crown Construction and Development, Inc.)
6 AGENDA ITEM NO. 2.

PRELIMINARY - SUBJECT TO APPROVAL

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12. Public Utilities – Approved – Preliminary Engineer’s Report; and Approved – Res. 23-28, a Resolution Declaring the City’s Intention to Levy and Collect the Annual Assessments for Landscape Maintenance District No. 1.

6:18 ITEM 11 - PLANNING AND DEVELOPMENT SERVICES – APPROVED – FINAL ACCEPTANCE FOR FINAL MAP FOR TRACT 6225, LOCATED AT THE NORT HEAST

CORNER OF ASHLAN AVE NUE AND LOCAN AVENUE (WILSON PREMIER HOM ES, INC.). COUNCILMEMBER VONG MOUANOUTOUA HA S A CONFLICT OF INTE REST ON THIS ITEM.

Motion for approval by Councilmember Bessinger, seconded by Councilmember Pearce.

Motion carried 4-0-0-1 with Councilmember Mouanoutoua abstaining.

COUNCIL ITEMS – 6:19

6:19 ITEM 13 - APPROVED – APPOINTMENTS TO PERS ONNEL COMMISSION AND PLANNING COMMISSION.

Motion for approval by Councilmember Bessinger, seconded by Councilmember Mouanoutoua. Motion carried 4-1 with Councilmember Pearce voting no.

ADMINISTRATIVE ITEMS – 6:28

6:28 ITEM 14 - APPROVED – Res. 23-29, A RESOLUTION DECLARING THE INTENTION TO LEVY AND COLLECT ASSESSME NTS FOR FISCAL YEAR 2023-24, AUTHORIZING

THE CITY OF CLOVIS E NGINEERING DEPARTMEN T TO CONDUCT A PROPE RTY OWNER PROPOSITION 218 PROCEEDING, APPROVING THE FISCAL YEAR 2023-24 PRELIMINARY ENGINEER’S REPORT, AND SETTING A PUBLIC HEARING FOR JUNE 19, 2023, OR AT SUCH TIME THEREAFTER FOR AREA 1 OF BENEFIT ASSESSMENT DISTRICT NO. 95-1 (BLACKHORSE ESTATES).

Sam Reid, Resident, expressed concerns regarding landscape maintenance issues and lack of trust with the City on managing funds.

Paul Xiao, Resident, requested to be involved in the evaluation process of the property management company.

Motion for approval by Councilmember Bessinger, seconded by Councilmember Basgall.

Motion carried 4-1 with Councilmember Mouanoutoua voting no.

7:20 ITEM 15 - DENIED – A REQUEST TO ALLOW BACKYARD CHICKENS IN THE CITY OF CLOVIS.

David Avakian, Resident, spoke in support of backyard chickens.

Angela Bates, Resident, spoke in support of backyard chickens. 7 AGENDA ITEM NO. 2.

PRELIMINARY - SUBJECT TO APPROVAL

Page 3 of 4 ends

Julie Cotea, Resident, spoke in support of backyard chickens.

Patrick Sherer, Resident, spoke in support of backyard chickens.

David Avakian, Resident, expressed interest in working with the City to compromise.

Motion to uphold denial by Councilmember Bessinger, seconded by Councilmember Basgall. Motion carried 4-1 with Councilmember Mouanoutoua voting no.

PUBLIC HEARINGS – 8:06

8:06 ITEM 16 - APPROVED ITEMS ASSOCIATED WI TH THE ANNUAL MILITA RY EQUIPMENT REPORT.

16A. ANNUAL REVIEW OF ORDINANCE 22 -03, CLO VIS POLICE DEPARTMEN T POLICY 706, AND THE 2022 ANNUAL MILITARY EQUIPMENT REPORT.

16B. APPROVED - RES. 23-30, RENEWING ORDINANCE 22-03 AND CLOVIS POLICE DEPARTMENT POLICY 706.

Motion for approval by Councilmember Basgall, seconded by Councilmember Bessinger.

Motion carried by unanimous vote.

8:19 ITEM 17 - APPROVED ITEMS ASSOCIATED WITH APPROXIMATELY 1.04 ACRES OF

LAND LOCATED ON THE NORTH SIDE OF ALLUVI AL AVENUE, BETWEEN SUNNYSIDE AND FORDHA M AVENUES. STALLION DEVELOPMENT AND CONSTRUCTION – ARMAN ZAKARYAN, OWNER/APP LICANT; DAN ZACK, REPRESENTATIVE.

Dan Zack, Owner/Applicant Representative, addressed Council’s questions.

Linda Alvord, Resident, spoke in opposition of the project.

Mark D., Resident, spoke in opposition of the project.

Darrin Alvord, Resident, spoke in opposition of the project.

17A. APPROVED – VACATING THE DENIAL OF GPA2022-001 FROM THE MARCH 6, 2023, COUNCIL MEETIN G WITH A VOTE OF 3 -1-1 WHERE COUNCILMEMB ER

MOUANOUTOUA VOTED AG AINST THE DENIAL AND WHERE COUNCILMEMBER PIERCE WAS ABSENT.

Motion for approval by Councilmember Mouanoutoua, seconded by Councilmember Bessinger. Motion carried by unanimous vote.

8 AGENDA ITEM NO. 2.

PRELIMINARY - SUBJECT TO APPROVAL

Page 4 of 4 ends

17B. APPROVED - RES. 23-31, GPA2022-001, A REQUEST TO AMEND THE GENERAL

PLAN TO RE -DESIGNATE THE SUBJECT PROPERT Y FROM THE LOW DENSI TY RESIDENTIAL (2.1 -4.0 DU/AC) CLASSIFICATIO N TO THE MEDIUM HIGH (7.1-15.0 DU/AC) CLASSIFICATION.

Motion for approval by Councilmember Mouanoutoua, seconded by Councilmember Bessinger. Motion carried by unanimous vote.

17C. APPROVED INTRODUCTION - ORD. 23-01, R2022-001, A REQUEST TO REZONE THE SUBJECT PROPERTY FROM THE R -1-7500 ( SINGLE-FAMILY RESIDE NTIAL, 7,500 SF) ZONE DISTR ICT TO THE R -2 (MULT IFAMILY MEDIUM -HIGH DENSITY RESIDENTIAL) ZONE DISTRICT.

Motion for approval by Councilmember Mouanoutoua, seconded by Councilmembe r Bessinger. Motion carried by unanimous vote.

CITY MANAGER COMMENTS – 9:28

COUNCIL COMMENTS – 9:33

CLOSED SESSION – 9:45

18. GOVERNMENT CODE SECT ION 54956.9(D)(1) CONFERENCE WITH LEGA L COUNSEL – EXISTING L ITIGATION CASE NAME: DESIREE M ARTINEZ V. CITY OF CLOVIS, ET AL., CASE NO. F082914

Motion for legal counsel to file a petition for review and a request for depublication of the court of appeal opinion with the CA Supreme Court. Motion for approval by Councilmember Pearce, seconded by Councilmember Bessinger. Motion carried by unanimous vote.

Mayor Ashbeck adjourned the meeting of the Council to May 8, 2023

Meeting adjourned: 10:45 p.m.

______________________________ ________________________________ Mayor City Clerk
9 AGENDA ITEM NO. 2.

TO: Mayor and City Council
FROM: Administration
DATE: May 15, 2023
SUBJECT: Administration - Adopt - Ord. 23-01, R2022-001, A request to rezone the subject property from the R-1-7500 (Single-family Residential, 7,500 sf) Zone District to the R -2 (Multifamily Medium -High Density Residential) Zone District, located north of Alluvial Avenue, between Sunnyside and Fordham Avenues. (Vote: 5-0)
ATTACHMENTS: None

This item was approved for introduction on May 1, 2023, with a unanimous vote.

Please direct questions to the City Manager’s office at 559-324-2060. 10 AGENDA ITEM NO. 3.

TO: Mayor and City Council
FROM: Administration
DATE: May 15, 2023
SUBJECT: Administration - Adopt - Ord. 23-02, A request to approve an ordinance of the City Council of the City of Clovis amending Section 8.1.01.1 of Chapter 8.1 of Title 8 relating to amendments to uniform administrative code to add Photovoltaic and Energy Storage Systems fee Table S -1. (Vote: 5-0)
ATTACHMENTS: None

This item was approved for introduction on May 8, 2023, with a unanimous vote.

Please direct questions to the City Manager’s office at 559-324-2060. 11 AGENDA ITEM NO. 4.

TO: Mayor and City Council
FROM: Finance Department
DATE: May 15, 2023
SUBJECT: Finance – Receive and File – Investment Report for the Month of December 2022.

ATTACHMENTS: 1. Distribution of Investments

2. Monthly Investment Transactions

3. Certificates of Deposit

4. Municipal Securities

5. Graph of December 31, 2022 Treasury Rates

CONFLICT OF INTEREST
Councilmembers should consider recusal if a campaign contribution exceeding $250 has been received from the project proponent (developer, applicant, agent, and/or participants) since January 1, 2023 (Government Code 84308).

EXECUTIVE SUMMARY
Attached is the Investment Report for the month of December 2022. Shown in Attachment 1 is the distribution of investments which lists all the individual securities owned by the City with the book and market values. Book value is the actual price paid for the investment. Market value is the amount that the inves tment is worth if sold in the open market. The market value (which fluctuates daily) that is used in the report is as of the last working day of the month. Attachment 2 reflects the monthly investment transactions for the month of December 2022. Attachment 3 lists the certificates of deposit. Attachment 4 lists the municipal securities. Attachment 5 is a graph of Treasury rates on December 31, 2022.

The investment of the City’s funds is performed in accordance with the adopted Investment Policy. Funds are invested with the following objectives in mind:

1. Assets are invested in adherence with the safeguards and diversity of a prudent investor.

2. The portfolio is invested in a manner consistent with the primary emphasis on preservation of the principa l, while attaining a high rate of return consistent with this guideline. Trading of securities for the sole purpose of realizing trading profits is prohibited.

12 AGENDA ITEM NO. 5.

3. Sufficient liquidity is maintained to provide a source for anticipated financial obligations as they become due.

4. Investments may be made, consistent with the Investment Policy Guidelines, in fixed income securities maturing in three years or less and can be extended to five years with the City Manager’s approval.

The Finance Department invests the City’s assets with an expectation of achieving a total rate of return at a level that exceeds the annualized rate of return on short -term government guaranteed or insured obligations (90 -day Treasury bills) and to assure that the principal is preserved with minimal risk of depreciation or loss. In periods of rising interest rates, the City of Clovis portfolio return may be less than that of the annualized 90 -day Treasury bill. In periods of decreasing interest rates, the City of Clovis portfolio return may be greater than the annualized 90-day Treasury bill. The current 90 -day Treasury bill rate (annualized) is 1.84%. The rate of return for the City of Clovis portfolio is 2.28%. The goal for the City of Clovis investment return is 120% of the 90-day Treasury bill rate. The current rate of return is 1 24% of the Treasury bill rate.

In accordance with the Investment Policy, the investment period on each investment does not exceed three years and can be extended to five years with the City Manager ’s approval. As of December 2022, the average investment life of the City’s investment portfolio is 1.63 years.

Current Investment Environment and Philosophy
During the month of December 2022, the federal funds rate increased to 4.25%-4.50%. On December 31, 2022, the Treasury yield curve increased from 3 -month to 6-month notes, then decreased to 10-year notes.

Certificates of Deposit (CD’s)
The City purchases both negotiable and non-negotiable Certificates of Deposit (CD’s). Although negotiable CD’s can be traded, it is the City’s policy to buy and hold all CD’s. Negotiable CD’s are held by U.S. Bank, a third party custodian. Non-negotiable CD’s are held in the City’s safe.

Purchases and Maturities
• 1 government security totaling $5,700,000 was purchased. • 1 government security totaling $13,000,000 matured.
• 5 certificates of deposit totaling $1,250,000 were purchased. • 2 certificates of deposit totaling $500,000 matured.
• 2 municipal securities totaling $1,130,000 were purchased.

Market Environment
• During December the federal funds rate increased to 4.25%-4.50%. • On December 31, the yield curve increased from 3 -month to 6-month notes, then decreased to 10-year notes. See Attachment 5, Graph of Treasury Rates on December 31, 2022.

Prepared by: Jeffrey Blanks, Deputy Finance Director
Reviewed by: City Manager AH
13 AGENDA ITEM NO. 5.

STATED

DAYS TO

MATURITY

NET BOOK MARKET YIELD TO INTEREST INVEST MATURIT Y FROM COST VALUE VALUE * MATURIT Y RATE DATE DATE 12/31/2022

GOV'T SECURITIES
FAMCMTN 8,544,965 8,512,717 8,463,025 1.170% 1.350% 02/27/20 02/27/23 58 FHLB 5,255,000 5,078,404 4,987,706 0.600% 2.125% 03/26/20 03/10/23 69 FHLB 13,579,800 13,172,490 12,937,234 0.332% 2.125% 04/30/20 03/10/23 69 FFCB 5,000,000 5,000,000 4,732,200 0.250% 0.250% 03/01/21 03/01/24 426 FHLB 4,998,000 4,998,723 4,909,900 3.276% 3.250% 08/17/22 03/08/24 433 FHLB 1,994,000 1,996,279 1,973,140 3.835% 3.625% 09/14/22 03/08/24 433 FFCB 1,999,000 1,999,363 1,894,940 0.317% 0.300% 03/24/21 03/18/24 443 FHLB 5,000,000 5,000,000 4,682,500 0.350% 0.350% 06/07/21 06/07/24 524 FHLB 941,770 953,142 940,450 4.500% 0.700% 11/17/22 06/24/24 541 FHLB 4,969,000 4,978,608 4,664,100 1.274% 1.050% 01/20/22 11/15/24 685 FHLB 1,595,506 1,616,070 1,601,110 4.515% 0.500% 11/16/22 12/30/24 730 FHLB 3,980,000 3,985,825 3,749,920 1.922% 1.750% 02/28/22 02/28/25 790 FHLB 4,000,000 4,000,000 3,830,840 2.750% 2.750% 04/25/22 04/25/25 846 FAMCMTN 3,947,600 3,961,185 3,656,640 1.121% 0.750% 12/16/21 07/28/25 940 FHLB 5,000,000 5,000,000 4,908,950 3.600% 3.600% 08/30/22 08/28/25 971 FAMCMTN 4,948,500 4,960,869 4,539,200 0.869% 0.600% 10/14/21 09/08/25 982 FHLB 4,963,000 4,971,357 4,393,700 0.750% 0.580% 09/08/21 02/11/26 1,138 FHLB 3,922,000 3,939,437 3,561,760 1.229% 0.750% 12/16/21 02/24/26 1,151 FFCB 4,967,500 4,973,644 4,381,250 1.075% 0.940% 10/14/21 09/28/26 1,367 FHLB 3,649,200 3,674,534 3,556,400 3.342% 1.150% 06/29/22 10/28/26 1,397 FHLB 5,988,000 5,990,250 5,318,460 1.291% 1.250% 11/24/21 11/24/26 1,424 FHLB 5,127,757 5,104,920 4,647,200 1.580% 2.125% 01/20/22 12/11/26 1,441 FHLB 4,043,250 4,043,250 4,138,723 3.397% 1.020% 06/29/22 02/24/27 1,516 FHLB 4,550,000 4,605,977 4,138,723 3.173% 1.020% 08/17/22 02/24/27 1,516 FHLB 3,695,200 3,749,471 3,452,400 2.564% 0.900% 03/31/22 02/26/27 1,518 FHLB 5,050,770 5,099,092 4,970,229 3.971% 1.000% 12/14/22 02/26/27 1,518 FHLB 4,000,000 4,000,000 3,674,120 2.375% 2.375% 03/08/22 03/08/27 1,528 SECURITIES TOTAL 125,709,818$ 125,365,607 $ $118,704,819 LAIF 74,905,243$ 74,905,243 $
Municipal Issuance 52,935,000$ 48,186,516 $
Sweep Account (Union Bank) 21,537,434$ 21,537,434 $ TOTAL CD'S 19,995,000$ 19,489,847 $
TOTAL INVESTMENTS 294,738,284$ 282,823,859 $
* Market values for securities obtained from US Bank.

City of Clovis
Distribution of Investments
As of December 31, 2022
ATTACHMENT 1
14 AGENDA ITEM NO. 5.

Activity Maturity
Institution Description Activit y Amount Market Value Rate Date Date FHLB Gov. Sec. Purchase 5,700,000 5,050,770 1.000% 12/14/22 02/26/27 Foothill De Anza CCD Mun Iss. Purchase 540,000 540,000 1.473% 12/15/22 08/01/27 San Diego CCD Mun Iss. Purchase 590,000 590,000 2.407% 12/15/22 08/01/27 Alliant Cr Un Chicago CD Purchase 250,000 250,000 5.100% 12/30/22 12/30/25 Austin Telco Fed CD Purchase 250,000 250,000 4.950% 12/16/22 12/16/25 Community Bank CD Purchase 250,000 250,000 4.300% 12/14/22 12/15/25 Morgan Stanley Private CD Purchase 250,000 250,000 4.750% 12/09/22 12/09/25 Rogue Cr Un Medford CD Purchase 250,000 250,000 5.100% 12/23/22 12/23/25 FHLB Gov. Sec. Maturity 13,000,000 13,030,015 1.875% 12/09/22 12/09/22 Live Oak Banking Co. CD Maturity 250,000 250,000 1.750% 12/12/22 12/12/22 Wells Fargo Natl Bk CD Maturity 250,000 250,000 1.800% 12/13/22 12/13/22

PORTFOLIO DATA
Current Month (12/22)
Book Market
CD'S 19,995,000 $ 19,489,847 $
Gov't Securities* 125,365,607 118,704,819
Municipal Securities 52,935,000 48,186,516
LAIF 74,905,243 74,905,243
Sweep Account (Union Bank) 21,537,434 21,537,434
TOTAL 294,738,284 $ 282,823,859 $
Prior Month (11/22)
Three Months Previous (09/22)
Book Market Book Market
CD'S 19,245,000 $ 18,599,372 $ CD'S 16,245,000 $ 15,738,360 $ Gov't Securities* 133,263,676 126,769,132 Gov't Securities* 138,724,630 131,664,480 Municipal Securities 51,805,000 47,365,936 Municipal Securities 40,070,000 36,705,918 LAIF 74,905,243 74,905,243 LAIF 74,651,233 74,651,233
Sweep Account (Union Bank) 20,638,225 20,638,225 Sweep Account (Union Bank) 31,983,745 31,983,745 TOTAL 299,857,144 $ 288,277,908 $ TOTAL 301,674,608 $ 290,743,736 $ Six Months Previous (06/22)
One Year Previous (12/21)
Book Market Book Market
CD'S 12,495,000 $ 12,207,735 $ CD'S 10,485,000 $ 10,540,664 $ Gov't Securities* 131,232,711 127,006,620 Gov't Securities* 136,883,894 136,851,221 Municipal Securities 25,000,000 23,571,510 Municipal Securities 9,465,000 9,393,207 LAIF 74,511,731 74,511,731 LAIF 74,410,223 74,410,223
Sweep Account (Union Bank) 71,690,282 71,690,282 Sweep Account (Union Bank) 22,971,018 22,971,018 TOTAL 314,929,724 $ 308,987,878 $ TOTAL 254,215,135 $ 254,166,333 $ *Adjusted Quarterly for Premium/Discount Amortization
As of December 31, 2022
Monthly Investment Transactions
City of Clovis
ATTACHMENT 2
15 AGENDA ITEM NO. 5.

MARKET INTEREST IN VEST MATURITY MATURITY FROM INTEREST Negotiable CDs COST PRICE RATE DATE DATE 12/31/22 FREQUENCY Valley Cent Svgs Bk 250,000 249,712.50 1.700% 01/15/20 01/17/23 17 QUARTERLY Sallie Mae Bank 250,000 249,642.50 1.900% 01/23/20 01/23/23 23 QUARTERLY Servisfirst Bank 250,000 249,122.50 1.600% 02/21/20 02/21/23 52 MONTHLY Celtic Bank 250,000 248,712.50 1.550% 03/13/20 03/13/23 72 MONTHLY Axos Bank 250,000 248,455.00 1.550% 03/26/20 03/27/23 86 MONTHLY Nicolet Natl Bank 250,000 248,152.50 0.900% 03/27/20 03/27/23 86 MONTHLY Centerstate Bank 250,000 248,015.00 0.900% 03/30/20 03/30/23 89 MONTHLY Bank Leumi 250,000 248,332.50 1.450% 03/31/20 03/31/23 90 MONTHLY Discover Bank 250,000 248,287.50 1.350% 04/02/20 04/03/23 93 MONTHLY Berkshire Bank 250,000 248,117.50 1.300% 04/08/20 04/06/23 96 MONTHLY American Express 250,000 247,657.50 1.100% 04/21/20 04/21/23 111 MONTHLY New York Cmnty Bank 250,000 240,162.50 0.350% 12/11/20 12/11/23 345 QUARTERLY Transportation Alliance Bk 250,000 237,217.50 0.250% 03/12/21 03/12/24 437 QUARTERLY Preferred Bank 250,000 236,847.50 0.250% 03/25/21 03/25/24 450 QUARTERLY Bankunited Natl Assn 245,000 232,536.85 0.450% 03/31/21 04/01/24 457 QUARTERLY Greenstate Credit Union 250,000 235,247.50 0.450% 06/16/21 06/17/24 534 QUARTERLY Eaglemark Savings Bank 250,000 234,847.50 0.400% 06/30/21 06/28/24 545 QUARTERLY Texas Exchange Bk 250,000 234,845.00 0.500% 07/09/21 07/09/24 556 QUARTERLY BMW Bk North Amer 250,000 234,625.00 0.550% 07/30/21 07/30/24 577 QUARTERLY Toyota Finl Svgs 250,000 234,060.00 0.650% 09/09/21 09/09/24 618 QUARTERLY State Bk India 250,000 233,860.00 0.650% 09/17/21 09/17/24 626 QUARTERLY Ubs Bank Usa 250,000 232,625.00 0.750% 11/17/21 11/18/24 688 QUARTERLY Webbank Salt Lake City 250,000 232,517.50 0.750% 11/29/21 11/29/24 699 QUARTERLY Medallion Bank Salt Lake City 250,000 232,565.00 0.900% 12/20/21 12/20/24 720 QUARTERLY Beal Bank 250,000 232,300.00 0.950% 01/19/22 01/15/25 746 QUARTERLY Mountian Amer Fed 250,000 244,110.00 3.450% 08/31/22 02/28/25 790 QUARTERLY Barclays Bk 250,000 235,047.50 1.700% 03/09/22 03/10/25 800 QUARTERLY Goldman Sachs Bk 250,000 234,790.00 1.650% 03/09/22 03/10/25 800 QUARTERLY Safra National Bk 250,000 236,380.00 2.000% 03/23/22 03/24/25 814 QUARTERLY Pentagon Federal Cr Un 250,000 236,180.00 2.000% 03/28/22 03/28/25 818 QUARTERLY Beal Bank 250,000 237,265.00 2.200% 04/06/22 04/02/25 823 QUARTERLY JP Morgan Chase 250,000 238,817.50 2.500% 04/08/22 04/08/25 829 QUARTERLY First Natl Bank 250,000 244,635.00 2.200% 04/12/22 04/11/25 832 QUARTERLY One Community Bank 250,000 239,555.00 2.700% 04/29/22 04/29/25 850 QUARTERLY Americu Credit Union 250,000 240,075.00 2.800% 05/02/22 05/02/25 853 QUARTERLY Synchrony Bank Retail 250,000 241,642.50 3.100% 05/20/22 05/20/25 871 QUARTERLY Connexus Credit Union 250,000 240,945.00 3.000% 05/26/22 05/27/25 878 QUARTERLY Bmo Harris Bank 250,000 241,632.50 3.150% 06/17/22 06/17/25 899 QUARTERLY Saco Biddeford 250,000 239,882.50 2.850% 06/17/22 06/17/25 899 QUARTERLY Baxter Credit Union 250,000 250,000.00 3.400% 06/28/22 06/30/25 912 QUARTERLY Capital One Bank 250,000 242,755.00 3.350% 06/29/22 06/30/25 912 QUARTERLY American First Cr Un 250,000 241,990.00 3.250% 07/15/22 07/15/25 927 QUARTERLY Trustone Financial Cr Un 250,000 241,960.00 3.250% 07/19/22 07/21/25 933 QUARTERLY American Natl Bank 250,000 240,977.50 3.100% 07/27/22 07/28/25 940 QUARTERLY TCM Bank 250,000 242,497.50 3.350% 07/28/22 07/28/25 940 QUARTERLY Generations Bank 250,000 242,777.50 3.400% 08/03/22 08/04/25 947 QUARTERLY Direct Fed Credit 250,000 242,352.50 3.500% 08/17/22 08/18/25 961 QUARTERLY Resource One Credit 250,000 242,042.50 3.300% 08/17/22 08/18/25 961 QUARTERLY Connext Credit 250,000 243,212.50 3.500% 08/31/22 08/29/25 972 QUARTERLY Skyone Fed Credit 250,000 243,825.00 3.600% 08/30/22 09/02/25 976 QUARTERLY Credit Union of Texas 250,000 243,800.00 3.600% 09/14/22 09/15/25 989 QUARTERLY Forbright Bank 250,000 243,107.50 3.500% 09/16/22 09/16/25 990 QUARTERLY Ally Bank Sandy Utah 250,000 246,612.50 4.050% 09/29/22 09/19/25 993 QUARTERLY Alabama Credit Union 250,000 243,712.50 3.600% 09/20/22 09/22/25 996 QUARTERLY Kemba Finl Credit Union 250,000 246,275.00 4.000% 09/21/22 09/22/25 996 QUARTERLY Farmers Merchants 250,000 244,640.00 3.750% 09/28/22 09/29/25 1,003 QUARTERLY Jefferson Finl FCU 250,000 247,220.00 4.150% 09/29/22 09/29/25 1,003 QUARTERLY Dort Finl Credit Union 250,000 246,255.00 4.000% 09/30/22 09/30/25 1,004 QUARTERLY First National Bank 250,000 237,050.00 3.625% 09/30/22 09/30/25 1,004 QUARTERLY Numerica Credit Union 250,000 248,185.00 4.200% 09/30/22 09/30/25 1,004 QUARTERLY Vystar Credit Union 250,000 248,507.50 4.350% 09/30/22 09/30/25 1,004 QUARTERLY Bell Bank Fargo 250,000 247,185.00 4.150% 10/13/22 10/14/25 1,018 QUARTERLY Pacific Alliance 250,000 247,512.50 4.200% 10/14/22 10/14/25 1,018 QUARTERLY z1st Financial Bank 250,000 247,185.00 4.150% 10/13/22 10/17/25 1,021 QUARTERLY Great Southern Bank 250,000 249,502.50 4.500% 10/20/22 10/20/25 1,024 QUARTERLY American Bank 250,000 248,485.00 4.350% 10/21/22 10/21/25 1,025 QUARTERLY Queensborough Natl Bank 250,000 247,830.00 4.100% 10/21/22 10/21/25 1,025 QUARTERLY Public Alliance Cr Un 250,000 249,475.00 4.500% 10/25/22 10/27/25 1,031 QUARTERLY First Citizens Bank 250,000 250,777.50 4.700% 10/28/22 10/28/25 1,032 QUARTERLY LCA Bank Corp 250,000 248,807.50 4.400% 10/28/22 10/28/25 1,032 QUARTERLY Sharonview Fed Cr Un 250,000 251,155.00 4.850% 10/31/22 10/31/25 1,035 QUARTERLY United Heritage Cr Un 250,000 251,140.00 4.700% 11/04/22 11/04/25 1,039 QUARTERLY Capital One Natl Assn 250,000 252,140.00 4.900% 11/16/22 11/17/25 1,052 QUARTERLY Morgan Stanley Bank 250,000 251,150.00 5.000% 11/18/22 11/18/25 1,053 QUARTERLY Spokane Teachers Cr Un 250,000 252,865.00 5.000% 11/23/22 11/23/25 1,058 QUARTERLY Morgan Stanley Private 250,000 250,490.00 4.750% 12/09/22 12/09/25 1,074 QUARTERLY Community Bank Topeka 250,000 248,092.50 4.300% 12/14/22 12/15/25 1,080 QUARTERLY Austin Telco Fed 250,000 252,587.50 4.950% 12/16/22 12/16/25 1,081 QUARTERLY Rogue Credit Union 250,000 250,615.00 5.100% 12/23/22 12/23/25 1,088 QUARTERLY Alliant Credit Union 250,000 253,675.00 5.100% 12/30/22 12/30/25 1,095 QUARTERLY Negotiable CD TOTAL 19,995,000$ 19,489,847 $
CD TOTAL 19,995,000$ 19,489,847 $
City of Clovis
Certificates of Deposit
As of December 31, 2022
ATTACHMENT 3
16 AGENDA ITEM NO. 5.

MARKET INTEREST INVEST MATURITY MATURITY FROM INTEREST
Municipal Securities COST PRICE RATE DATE DATE 12/31/22 FREQUENCY Huntington Beach Pension Bond 1,000,000 980,500 0.381% 04/01/21 06/15/23 166 QUARTERLY Fresno Unified Taxable Go Ref Bond 500,000 488,845 0.462% 09/30/20 08/01/23 213 QUARTERLY Pomona Cali Uni Sch Dist Go Bond 815,000 797,103 0.534% 10/20/20 08/01/23 213 QUARTERLY San Jose CA USD Ref Bond 775,000 757,214 0.221% 01/20/21 08/01/23 213 QUARTERLY Vista CA USD Ref Bond 750,000 732,248 0.221% 01/20/21 08/01/23 213 QUARTERLY William Hart Cali HS Go Bond 1,000,000 976,490 0.366% 12/23/20 08/01/23 213 QUARTERLY Jefferson Cali Elem Sch Dist Go Bond 710,000 691,164 0.399% 10/27/20 09/01/23 244 QUARTERLY Santa Rosa Calif Watr Ref Bond 350,000 340,851 0.578% 12/01/20 09/01/23 244 QUARTERLY California St Univ Ref Bond 3,455,000 3,338,186 0.475% 04/01/22 11/01/23 305 QUARTERLY San Diego CA Convention Ref Bond 1,450,000 1,389,564 1.527% 08/18/22 04/15/24 471 QUARTERLY Santa Ana College Ref Bond 440,000 412,931 0.644% 12/17/21 08/01/24 579 QUARTERLY University CA Rev Bond 1,000,000 964,010 4.350% 09/15/22 05/15/25 866 QUARTERLY Antelope Valley CA Ref Bond 750,000 695,678 1.767% 05/12/22 08/01/25 944 QUARTERLY Chabot Las Positas Cmnty Clg Bond 1,490, 000 1,347,735 0.880% 04/29/22 08/01/25 944 QUARTERLY San Dieguito High School Ref Bond 1,000,000 927,320 1.661% 10/13/22 08/01/25 944 QUARTERLY Santa Ana CCD Ref Bond 250,000 225,448 0.744% 05/12/22 08/01/25 944 QUARTERLY Orange County Water Dist Ref Bond 900,000 840,420 2.095% 10/13/22 08/15/25 958 QUARTERLY San Jose CA Txble Ser B 2,355,000 2,201,642 2.450% 10/13/22 09/01/25 975 QUARTERLY Los Angeles CA USD Ref Bond 1,000,000 893,870 1.455% 11/15/21 07/01/26 1,278 QUARTERLY Chabot Las Positas Cmnty Clg CA 3,505,000 3,072,939 1.080% 07/27/22 08/01/26 1,309 QUARTERLY Chaffey CA High School Ref Bond 1,565,000 1,444,839 2.475% 06/30/22 08/01/26 1,309 QUARTERLY Huntington Beach HS Dist Ref Bond 3,305, 000 2,907,342 1.208% 04/29/22 08/01/26 1,309 QUARTERLY Placentia Yorba USD Ref Bond 1,110,000 974,480 1.070% 05/31/22 08/01/26 1,309 QUARTERLY San Diego CA Cmnty Ref Bond 470,000 432,682 2.299% 04/29/22 08/01/26 1,309 QUARTERLY San Ramon Valley CA USD Ref Bond 2,125,000 1,877,289 1.147% 11/03/21 08/01/26 1,309 QUARTERLY Sonoma Cnty Jr College Ref Bond 2,000,000 1,851,440 2.447% 06/30/22 08/01/26 1,309 QUARTERLY San Diego CA Pub Facs Ref Bond 1,625,000 1, 448,996 1.812% 08/18/22 10/15/26 1,384 QUARTERLY El Dorado CA Irr Dist Ref Bond 1,175,000 1,034,341 1.687% 08/18/22 03/01/27 1,521 QUARTERLY University Gen Rev Bond 2,385,000 2,056, 943 1.316% 10/13/22 05/15/27 1,596 QUARTERLY Colton CA Jt Uni Sch 1,060,000 921,373 1.603% 11/17/22 08/01/27 1,674 QUARTERLY Contra Costa Ref Bond 880,000 782,584 2.163% 09/15/22 08/01/27 1,674 QUARTERLY Foothill De Anza CCD 540,000 468,472 1.473% 12/15/22 08/01/27 1,674 QUARTERLY Fremont CA Uni Sch Dist 1,100,000 921,976 1.113% 11/17/22 08/01/27 1,674 QUARTERLY Fremont CA USD Ref Bond 1,140,000 996,269 2.000% 05/31/22 08/01/27 1,674 QUARTERLY Marin CA Cmnty Clg Dist 335,000 315,027 3.330% 11/17/22 08/01/27 1,674 QUARTERLY Mount San Antonio Cmnty Clg 285,000 245, 186 1.139% 11/17/22 08/01/27 1,674 QUARTERLY Mount San Antonio Ref Bond 405,000 368, 117 2.329% 10/13/22 08/01/27 1,674 QUARTERLY Saddleback VY Uni Ref Bond 3,000,000 2,693, 310 2.400% 08/10/22 08/01/27 1,674 QUARTERLY San Diego CA Com CD 590,000 532,693 2.407% 12/15/22 08/01/27 1,674 QUARTERLY San Ramon Valley Ref Bond 1,435,000 1,239, 768 3.415% 09/15/22 08/01/27 1,674 QUARTERLY Santa Monica Cmnty Clg Ref Bond 1,000, 000 942,650 3.050% 09/15/22 08/01/27 1,674 QUARTERLY Sierra CA Cmnty Clg Dist 465,000 393,348 1.129% 11/17/22 08/01/27 1,674 QUARTERLY William Hart CA Un High 200,000 168,342 1.174% 11/17/22 08/01/27 1,674 QUARTERLY Rancho Santiago Cmnty Clg 335,000 283,490 1.106% 11/17/22 09/01/27 1,705 QUARTERLY San Jose CA Txble Ser B 910,000 811,402 2.600% 10/13/22 09/01/27 1,705 QUARTERLY Mun. Securities TOTAL 52,935,000$ 48,186,516 $
Municipal Securities TOTAL 52,935,000$ 48,186,516 $
City of Clovis
Municipal Securities
As of December 31, 2022
ATTACHMENT 4
17 AGENDA ITEM NO. 5.

Treasury Rates as of December 31, 2022
3 month Treasury bill 4.42
6 month Treasury bill 4.76
2 Yr Treasury note 4.41
3 Yr Treasury note 4.22
5 Yr Treasury note 3.99
10 Yr Treasury note 3.88

CITY OF CLOVIS

FINANCE DEPARTMENT
DECEMBER 31, 2022 TREASURY RATES
As indicated in the above graph, treasuries increase from 3-month to 6-month notes, then decrease to 10-year notes.
0 0.5
1 1.5
2 2.5
3 3.5
4 4.5
5 3 month
Treasury bill
6 month
Treasury bill
2 Yr Treasury
note
3 Yr Treasury
note
5 Yr Treasury
note
10 Yr
Treasury note

INTEREST RATES

TREASURIES
TREASURY RATES ON DECEMBER 31, 2022
ATTACHMENT 5
18 AGENDA ITEM NO. 5.

TO: Mayor and City Council
FROM: Finance Department
DATE: May 15, 2023
SUBJECT: Finance – Receive and File – Treasurer’s Report for the Month of December 2022.

ATTACHMENTS: 1. Summary of Cash Balances

2. Summary of Investment Activity

3. Investments with Original Maturities Exceeding One Year

EXECUTIVE SUMMARY
Attached for the Council’s information is the Treasurer’s Report for the month ended December 31, 2022.

Pursuant to Section 41004 of the Government Code of the State of California, the City Treasurer is required to submit a monthly report of all receipts, disbursements, and fund balances.

Attachment 1 provides a summary of the beginning balance, total receipts, total disbursements, ending balance for all funds, and a listing, by fund, of all month end fund balances. Attachment 2 summarizes the investment activity for the month and distribution, by type of investment, held by the City. Attachment 3 lists all investments with original maturities exceeding one year as of the month ended December 31, 2022.

Prepared by: Jeffrey Blanks, Deputy Finance Director

Reviewed by: City Manager AH
19 AGENDA ITEM NO. 6.

Previous Balance 4,032,605.71$
Deposits 35,134,508.94
Disbursements (35,356,929.41)
Current Balance 3,810,185.24$

FUNDS BALANCE
100 General Fund 2,600,861.87 $
201 Local Transportation 15,704,094.71
202 Parking and Business Improvements 152,698.45
203 Off Highway Use 72,077.27
204 Community Facilities District 2020-1 98,620.96 205 Senior Citizen Memorial Trust 55,985.58
207 Landscape Assessment District 5,023,849.91
208 Blackhorse III (95-1) Assessment District 80,311.28 301 Park & Recreation Acquisition 13,088,629.06
305 Refuse Equipment Reserve 2,307,049.87
310 Special Street Deposit Fund 45,137,464.23
313 Successor Agency 143,808.06
314 Housing Successor Agency 1,209,893.32
402 1976 Fire Bond Redemption 25,475.23
404 1976 Sewer Bond Redemption Fund 416,167.96
501 Community Sanitation Fund 15,933,111.76
502 Sewer Service Fund 38,150,116.34
504 Sewer Capital Projects-Users 482,542.02
506 Sewer Capital Projects-Developer 7,933,435.96
507 Water Service Fund 43,542,328.54
508 Water Capital Projects-Users 7,251,330.30
509 Water Capital Projects-Developer 14,750,339.42 515 Transit Fund 1,529,581.37
540 Planning & Development Services 16,061,775.44
601 Property & Liability Insurance 703,588.90
602 Fleet Maintenance 22,105,454.98
603 Employee Benefit Fund 8,843,676.82
604 General Government Services 23,887,081.29
605 Facilities Maintenance 3,459,714.23
606 Information Technology 6,233,693.64
701 Curb & Gutter Fund 164,464.66
703 Payroll Tax & Withholding Fund 1,423,449.86
712 Temperance/Barstow Assmt Dist (98-1) 77,606.28 713 Shepherd/Temperance Assmt Dist (2000-1) 5,824.13 715 Supp Law Enforcement Serv 56,484.49
716 Asset Forfeiture 224,454.97
720 Measure A-Public Safety Facility Tax 1,685.33
736 SA Admin Trust Fund 1,421.40
741 SA Debt Service Trust Fund (392,819.14)
747 Housing Successor Trust Fund 1,137.98
SUBTOTALS 298,548,468.73$
999 Invested Funds (294,738,283.49)
TOTAL 3,810,185.24$
Statement of Cash Balances
As of December 31, 2022
City of Clovis
ATTACHMENT 1
20 AGENDA ITEM NO. 6.

Balance of Investments Previous Month End $299,857,143.54 Time Certificates of Deposit Transactions
Investments 1,250,000.00
Withdrawals (500,000.00)
Total CD Changes 750,000.00
Other Changes
Government Securities (7,898,069.00)
Local Agency Investment Fund 0.00
Municipal Securities 1,130,000.00
Sweep Account 899,208.95
Total Other Changes (5,868,860.05)
Balance of Investments Current Month End 294,738,283.49$ Insured CD's 19,995,000.00
Government Securities 125,365,605.85
US Treasury Notes 0.00
Local Agency Investment Fund 74,905,243.49
Municipal Securities 52,935,000.00
Sweep Account 21,537,434.15
Investment Total 294,738,283.49$
For the month of December 31, 2022
City of Clovis
Distribution of Investments
As of December 31, 2022
City of Clovis
Summary of Investment Activity
ATTACHMENT 2
21 AGENDA ITEM NO. 6.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
FAMCMTN 8,500,000.00 8,512,717 2/27/2023 1.350%
FHLB 13,000,000.00 13,172,490 3/10/2023 2.125%
FHLB 5,000,000.00 5,078,404 3/10/2023 2.125%
FFCB 5,000,000.00 5,000,000 3/1/2024 0.250%
FHLB 5,000,000.00 4,998,723 3/8/2024 3.625%
FFCB 2,000,000.00 1,996,279 3/8/2024 0.300%
FHLB 2,000,000.00 1,999,363 3/18/2024 0.350%
FHLB 5,000,000.00 5,000,000 6/7/2024 1.050%
FHLB 1,000,000.00 953,142 6/24/2024 0.700%
FHLB 5,000,000.00 4,978,608 11/15/2024 1.750%
FHLB 1,735,000.00 1,616,070 12/30/2024 0.500%
FHLB 4,000,000.00 3,985,825 2/28/2025 2.750%
FAMCMTN 4,000,000.00 4,000,000 4/25/2025 0.750%
FAMCMTN 4,000,000.00 3,961,185 7/28/2025 0.600%
FHLB 5,000,000.00 5,000,000 8/28/2025 0.580%
FHLB 5,000,000.00 4,960,869 9/8/2025 0.750%
FFCB 5,000,000.00 4,971,357 2/11/2026 0.940%
FHLB 4,000,000.00 3,939,437 2/24/2026 1.150%
FHLB 5,000,000.00 4,973,644 9/28/2026 1.250%
FHLB 4,000,000.00 3,674,534 10/28/2026 2.125%
FHLB 6,000,000.00 5,990,250 11/24/2026 1.020%
FHLB 5,000,000.00 5,104,920 12/11/2026 0.900%
FHLB 4,500,000.00 4,043,250 2/24/2027 2.375%
FHLB 5,000,000.00 4,605,977 2/24/2027 1.020%
FHLB 5,700,000.00 5,099,092 2/26/2027 1.000%
FHLB 4,000,000.00 3,749,471 2/26/2027 3.250%
FHLB 4,000,000.00 4,000,000 3/8/2027 3.600%
Original Maturities Exceeding One Year
As of December 31, 2022
City of Clovis
ATTACHMENT 3
22 AGENDA ITEM NO. 6.

TO: Mayor and City Council
FROM: Finance Department
DATE: May 15, 2023
SUBJECT: Finance – Receive and File – Investment Report for the Month of January 2023.

ATTACHMENTS: 1. Distribution of Investments

2. Monthly Investment Transactions

3. Certificates of Deposit

4. Municipal Securities

5. Graph of January 31, 2023 Treasury Rates

EXECUTIVE SUMMARY
Attached is the Investment Report for the month of January 2023. Shown in Attachment 1 is the distribution of investments which lists all the individual securities owned by the City with the book and market values. Book value is the actual price paid for the investment. Market value is the amount that the investment is worth if sold in the open market. The market value (which fluctuates daily) that is used in the report is as of the last working day of the month. Attachment 2 reflects the monthly investment transactions for the month of January 2023. Attachment 3 lists the certificates of deposit. Attachment 4 lists the municipal securities. Attachment 5 is a graph of Treasury rates on January 31, 2023.

The investment of the City’s funds is performed in accordance with the adopted Investment Policy. Funds are invested with the following objectives in mind:

1. Assets are invested in adherence with the safeguards and diversity of a prudent investor.

2. The portfolio is invested in a manner consistent with the primary emphasis on preservation of the principal, whil e attaining a high rate of return consistent with this guideline. Trading of securities for the sole purpose of realizing trading profits is prohibited.

23 AGENDA ITEM NO. 7.

3. Sufficient liquidity is maintained to provide a source for anticipated financial obligations as they become due.

The Finance Department invests th e City’s assets with an expectation of achieving a total rate of return at a level that exceeds the annualized rate of return on short -term government guaranteed or insured obligations (90 -day Treasury bills) and to assure that the principal is preserved with minimal risk of depreciation or loss. In periods of rising interest rates, the City of Clovis portfolio return may be less than that of the annualized 90 -day Treasury bill. In periods of decreasing interest rates, the City of Clovis portfolio return may be greater than the annualized 90-day Treasury bill. The current 90 -day Treasury bill rate (annualized) is 2.20%. The rate of return for the City of Clovis portfolio is 2.37%. The goal for the City of Clovis investment return is 120% of the 90-day Treasury bill rate. The current rate of return is 1 08% of the Treasury bill rate.

In accordance with the Investment Policy, the investment period on each investment does not exceed three years and can be extended to five years with the City Manager’s appr oval. As of January 2023, the average investment life of the City’s investment portfolio is 1.65 years.

Current Investment Environment and Philosophy
During the month of January 2023, the federal funds rate remained at 4.25%-4.50%. On January 31, 2023, the Treasury yield curve increased from 3-month to 6-month notes, then decreased to 10-year notes.

Purchases and Maturities
• 1 government security totaling $6,800,000 was purchased. • 0 government securities were called or matured.
• 4 certificates of deposit totaling $1,000,000 were purchased. • 2 certificates of deposit totaling $500,000 matured.
• 0 municipal securities were purchased.

Market Environment
• During January the federal funds rate remained at 4.25%-4.50%. • On January 31, the yield curve increased from 3-month to 6-month notes, then decreased to 10-year notes. See Attachment 5, Graph of Treasury Rates on January 31, 2023.

Prepared by: Jeffrey Blanks, Deputy Finance Director
Reviewed by: City Manager AH
24 AGENDA ITEM NO. 7.

STATED

DAYS TO

MATURITY

NET BOOK MARKET YIELD TO INTEREST INVEST MATURIT Y FROM COST VALUE VALUE * MATURIT Y RATE DATE DATE 1/31/2023

GOV'T SECURITIES
FAMCMTN 8,544,965 8,512,717 8,480,195 1.170% 1.350% 02/27/20 02/27/23 27 FHLB 5,255,000 5,078,404 4,996,070 0.600% 2.125% 03/26/20 03/10/23 38 FHLB 13,579,800 13,172,490 12,958,930 0.332% 2.125% 04/30/20 03/10/23 38 FFCB 5,000,000 5,000,000 4,762,100 0.250% 0.250% 03/01/21 03/01/24 395 FHLB 4,998,000 4,998,723 4,918,100 3.276% 3.250% 08/17/22 03/08/24 402 FHLB 1,994,000 1,996,279 1,976,880 3.835% 3.625% 09/14/22 03/08/24 402 FFCB 1,999,000 1,999,363 1,903,660 0.317% 0.300% 03/24/21 03/18/24 412 FHLB 5,000,000 5,000,000 4,716,700 0.350% 0.350% 06/07/21 06/07/24 493 FHLB 941,770 953,142 946,440 4.500% 0.700% 11/17/22 06/24/24 510 FHLB 4,969,000 4,978,608 4,706,350 1.274% 1.050% 01/20/22 11/15/24 654 FHLB 1,595,506 1,616,070 1,611,295 4.515% 0.500% 11/16/22 12/30/24 699 FHLB 3,980,000 3,985,825 3,792,520 1.922% 1.750% 02/28/22 02/28/25 759 FHLB 4,000,000 4,000,000 3,868,880 2.750% 2.750% 04/25/22 04/25/25 815 FAMCMTN 3,947,600 3,961,185 3,690,800 1.121% 0.750% 12/16/21 07/28/25 909 FHLB 5,000,000 5,000,000 4,909,000 3.600% 3.600% 08/30/22 08/28/25 940 FAMCMTN 4,948,500 4,960,869 4,583,750 0.869% 0.600% 10/14/21 09/08/25 951 FHLB 4,963,000 4,971,357 4,485,800 0.750% 0.580% 09/08/21 02/11/26 1,107 FHLB 3,922,000 3,939,437 3,604,000 1.229% 0.750% 12/16/21 02/24/26 1,120 FFCB 4,967,500 4,973,644 4,471,650 1.075% 0.940% 10/14/21 09/28/26 1,336 FHLB 3,649,200 3,674,534 3,599,240 3.342% 1.150% 06/29/22 10/28/26 1,366 FHLB 5,988,000 5,990,250 5,424,180 1.291% 1.250% 11/24/21 11/24/26 1,393 FHLB 5,127,757 5,104,920 4,699,550 1.580% 2.125% 01/20/22 12/11/26 1,410 FHLB 4,043,250 4,043,250 3,958,939 3.397% 1.020% 06/29/22 02/24/27 1,485 FHLB 4,550,000 4,605,977 4,509,931 3.173% 1.020% 08/17/22 02/24/27 1,485 FHLB 3,695,200 3,749,471 3,656,985 2.564% 0.900% 03/31/22 02/26/27 1,487 FHLB 6,072,400 6,072,400 5,922,615 3.737% 0.900% 01/19/23 02/26/27 1,487 FHLB 5,050,770 5,099,092 5,076,534 3.971% 1.000% 12/14/22 02/26/27 1,487 FHLB 4,000,000 4,000,000 3,739,480 2.375% 2.375% 03/08/22 03/08/27 1,497 SECURITIES TOTAL 131,782,218$ 131,438,007 $ $125,970,574 LAIF 75,000,000$ 75,000,000 $
Municipal Issuance 52,935,000$ 49,074,621 $
Sweep Account (Union Bank) 29,536,545$ 29,536,545 $ TOTAL CD'S 20,495,000$ 19,979,564 $
TOTAL INVESTMENTS 309,404,552$ 299,561,304 $
* Market values for securities obtained from US Bank.

City of Clovis
Distribution of Investments
As of January 31, 2023
ATTACHMENT 1
25 AGENDA ITEM NO. 7.

Activity Maturity
Institution Description Activit y Amount Market Value Rate Date Date FHLB Gov. Sec. Purchase 6,800,000 6,072,400 0.900% 01/19/23 02/26/27 Capital Educators Fed CD Purchase 250,000 250,000 4.550% 01/19/23 01/20/26 City National Bank LA CD Purchase 250,000 250,000 4.350% 01/25/23 01/26/26 Liberty First Cr Un CD Purchase 250,000 250,000 4.550% 01/17/23 01/19/26 Manufacturers Traders CD Purchase 250,000 250,000 4.250% 01/31/23 02/02/26 Sallie Mae Bank CD Maturity 250,000 250,000 1.900% 01/23/23 01/23/23 Valley Cent Svgs Bk CD Maturity 250,000 250,000 1.700% 01/17/23 01/17/23

PORTFOLIO DATA
Current Month (01/23)
Book Market
CD'S 20,495,000 $ 19,979,564 $
Gov't Securities* 131,438,007 125,970,574
Municipal Securities 52,935,000 49,074,621
LAIF 75,000,000 75,000,000
Sweep Account (Union Bank) 29,536,545 29,536,545
TOTAL 309,404,552 $ 299,561,304 $
Prior Month (12/22)
Three Months Previous (10/22)
Book Market Book Market
CD'S 19,995,000 $ 19,489,847 $ CD'S 18,495,000 $ 17,880,661 $ Gov't Securities* 125,365,607 118,704,819 Gov't Securities* 130,726,400 123,301,840 Municipal Securities 52,935,000 48,186,516 Municipal Securities 48,025,000 43,617,521 LAIF 74,905,243 74,905,243 LAIF 74,905,243 74,905,243
Sweep Account (Union Bank) 21,537,434 21,537,434 Sweep Account (Union Bank) 29,977,956 29,977,956 TOTAL 294,738,284 $ 282,823,859 $ TOTAL 302,129,599 $ 289,683,221 $ Six Months Previous (07/22)
One Year Previous (01/22)
Book Market Book Market
CD'S 13,245,000 $ 12,948,633 $ CD'S 10,485,000 $ 10,501,351 $ Gov't Securities* 131,232,711 127,512,945 Gov't Securities* 137,948,058 137,093,595 Municipal Securities 28,505,000 26,994,880 Municipal Securities 9,465,000 9,313,433 LAIF 74,651,233 74,651,233 LAIF 74,453,060 74,453,060
Sweep Account (Union Bank) 51,872,996 51,872,996 Sweep Account (Union Bank) 42,660,508 42,660,508 TOTAL 299,506,940 $ 293,980,687 $ TOTAL 275,011,626 $ 274,021,947 $ *Adjusted Quarterly for Premium/Discount Amortization
As of January 31, 2023
Monthly Investment Transactions
City of Clovis
ATTACHMENT 2
26 AGENDA ITEM NO. 7.

MARKET INTEREST INVEST MATURITY MATURITY FROM INTEREST
Negotiable CDs COST PRICE RATE DATE DATE 01/31/23 FREQUENCY Servisfirst Bank 250,000 249,627.50 1.600% 02/21/20 02/21/23 21 MONTHLY Celtic Bank 250,000 249,202.50 1.550% 03/13/20 03/13/23 41 MONTHLY Axos Bank 250,000 248,907.50 1.550% 03/26/20 03/27/23 55 MONTHLY Nicolet Natl Bank 250,000 248,710.00 0.900% 03/27/20 03/27/23 55 MONTHLY Centerstate Bank 250,000 248,617.50 0.900% 03/30/20 03/30/23 58 MONTHLY Bank Leumi 250,000 248,810.00 1.450% 03/31/20 03/31/23 59 MONTHLY Discover Bank 250,000 248,757.50 1.350% 04/02/20 04/03/23 62 MONTHLY Berkshire Bank 250,000 248,610.00 1.300% 04/08/20 04/06/23 65 MONTHLY American Express 250,000 248,140.00 1.100% 04/21/20 04/21/23 80 MONTHLY New York Cmnty Bank 250,000 240,855.00 0.350% 12/11/20 12/11/23 314 QUARTERLY Transportation Alliance Bk 250,000 237,807.50 0.250% 03/12/21 03/12/24 406 QUARTERLY Preferred Bank 250,000 237,430.00 0.250% 03/25/21 03/25/24 419 QUARTERLY Bankunited Natl Assn 245,000 233,068.50 0.450% 03/31/21 04/01/24 426 QUARTERLY Greenstate Credit Union 250,000 235,745.00 0.450% 06/16/21 06/17/24 503 QUARTERLY Eaglemark Savings Bank 250,000 235,357.50 0.400% 06/30/21 06/28/24 514 QUARTERLY Texas Exchange Bk 250,000 235,322.50 0.500% 07/09/21 07/09/24 525 QUARTERLY BMW Bk North Amer 250,000 235,082.50 0.550% 07/30/21 07/30/24 546 QUARTERLY Toyota Finl Svgs 250,000 234,507.50 0.650% 09/09/21 09/09/24 587 QUARTERLY State Bk India 250,000 234,305.00 0.650% 09/17/21 09/17/24 595 QUARTERLY Ubs Bank Usa 250,000 233,002.50 0.750% 11/17/21 11/18/24 657 QUARTERLY Webbank Salt Lake City 250,000 232,915.00 0.750% 11/29/21 11/29/24 668 QUARTERLY Medallion Bank Salt Lake City 250,000 232,902.50 0.900% 12/20/21 12/20/24 689 QUARTERLY Beal Bank 250,000 232,622.50 0.950% 01/19/22 01/15/25 715 QUARTERLY Mountian Amer Fed 250,000 243,920.00 3.450% 08/31/22 02/28/25 759 QUARTERLY Barclays Bk 250,000 235,225.00 1.700% 03/09/22 03/10/25 769 QUARTERLY Goldman Sachs Bk 250,000 234,975.00 1.650% 03/09/22 03/10/25 769 QUARTERLY Safra National Bk 250,000 236,487.50 2.000% 03/23/22 03/24/25 783 QUARTERLY Pentagon Federal Cr Un 250,000 236,230.00 2.000% 03/28/22 03/28/25 787 QUARTERLY Beal Bank 250,000 237,325.00 2.200% 04/06/22 04/02/25 792 QUARTERLY JP Morgan Chase 250,000 238,812.50 2.500% 04/08/22 04/08/25 798 QUARTERLY First Natl Bank 250,000 244,297.50 2.200% 04/12/22 04/11/25 801 QUARTERLY One Community Bank 250,000 239,475.00 2.700% 04/29/22 04/29/25 819 QUARTERLY Americu Credit Union 250,000 239,985.00 2.800% 05/02/22 05/02/25 822 QUARTERLY Synchrony Bank Retail 250,000 241,497.50 3.100% 05/20/22 05/20/25 840 QUARTERLY Connexus Credit Union 250,000 240,805.00 3.000% 05/26/22 05/27/25 847 QUARTERLY Bmo Harris Bank 250,000 241,455.00 3.150% 06/17/22 06/17/25 868 QUARTERLY Saco Biddeford 250,000 239,765.00 2.850% 06/17/22 06/17/25 868 QUARTERLY Baxter Credit Union 250,000 250,000.00 3.400% 06/28/22 06/30/25 881 QUARTERLY Capital One Bank 250,000 242,535.00 3.350% 06/29/22 06/30/25 881 QUARTERLY American First Cr Un 250,000 241,780.00 3.250% 07/15/22 07/15/25 896 QUARTERLY Trustone Financial Cr Un 250,000 241,747.50 3.250% 07/19/22 07/21/25 902 QUARTERLY American Natl Bank 250,000 240,792.50 3.100% 07/27/22 07/28/25 909 QUARTERLY TCM Bank 250,000 242,245.00 3.350% 07/28/22 07/28/25 909 QUARTERLY Generations Bank 250,000 242,530.00 3.400% 08/03/22 08/04/25 916 QUARTERLY Direct Fed Credit 250,000 242,110.00 3.500% 08/17/22 08/18/25 930 QUARTERLY Resource One Credit 250,000 241,810.00 3.300% 08/17/22 08/18/25 930 QUARTERLY Connext Credit 250,000 242,930.00 3.500% 08/31/22 08/29/25 941 QUARTERLY Skyone Fed Credit 250,000 243,527.50 3.600% 08/30/22 09/02/25 945 QUARTERLY Credit Union of Texas 250,000 243,512.50 3.600% 09/14/22 09/15/25 958 QUARTERLY Forbright Bank 250,000 242,825.00 3.500% 09/16/22 09/16/25 959 QUARTERLY Ally Bank Sandy Utah 250,000 246,225.00 4.050% 09/29/22 09/19/25 962 QUARTERLY Alabama Credit Union 250,000 243,407.50 3.600% 09/20/22 09/22/25 965 QUARTERLY Kemba Finl Credit Union 250,000 245,892.50 4.000% 09/21/22 09/22/25 965 QUARTERLY Farmers Merchants 250,000 244,297.50 3.750% 09/28/22 09/29/25 972 QUARTERLY Jefferson Finl FCU 250,000 246,800.00 4.150% 09/29/22 09/29/25 972 QUARTERLY Dort Finl Credit Union 250,000 245,870.00 4.000% 09/30/22 09/30/25 973 QUARTERLY First National Bank 250,000 237,087.50 3.625% 09/30/22 09/30/25 973 QUARTERLY Numerica Credit Union 250,000 247,740.00 4.200% 09/30/22 09/30/25 973 QUARTERLY Vystar Credit Union 250,000 248,052.50 4.350% 09/30/22 09/30/25 973 QUARTERLY Bell Bank Fargo 250,000 246,765.00 4.150% 10/13/22 10/14/25 987 QUARTERLY Pacific Alliance 250,000 247,082.50 4.200% 10/14/22 10/14/25 987 QUARTERLY z1st Financial Bank 250,000 246,765.00 4.150% 10/13/22 10/17/25 990 QUARTERLY Great Southern Bank 250,000 249,007.50 4.500% 10/20/22 10/20/25 993 QUARTERLY American Bank 250,000 248,030.00 4.350% 10/21/22 10/21/25 994 QUARTERLY Queensborough Natl Bank 250,000 247,387.50 4.100% 10/21/22 10/21/25 994 QUARTERLY Public Alliance Cr Un 250,000 248,980.00 4.500% 10/25/22 10/27/25 1,000 QUARTERLY First Citizens Bank 250,000 250,245.00 4.700% 10/28/22 10/28/25 1,001 QUARTERLY LCA Bank Corp 250,000 248,337.50 4.400% 10/28/22 10/28/25 1,001 QUARTERLY Sharonview Fed Cr Un 250,000 250,715.00 4.850% 10/31/22 10/31/25 1,004 QUARTERLY United Heritage Cr Un 250,000 250,595.00 4.700% 11/04/22 11/04/25 1,008 QUARTERLY Capital One Natl Assn 250,000 251,560.00 4.900% 11/16/22 11/17/25 1,021 QUARTERLY Morgan Stanley Bank 250,000 250,717.50 5.000% 11/18/22 11/18/25 1,022 QUARTERLY Spokane Teachers Cr Un 250,000 252,265.00 5.000% 11/23/22 11/23/25 1,027 QUARTERLY Morgan Stanley Private 250,000 250,145.00 4.750% 12/09/22 12/09/25 1,043 QUARTERLY Community Bank Topeka 250,000 247,620.00 4.300% 12/14/22 12/15/25 1,049 QUARTERLY Austin Telco Fed 250,000 251,990.00 4.950% 12/16/22 12/16/25 1,050 QUARTERLY Rogue Credit Union 250,000 250,285.00 5.100% 12/23/22 12/23/25 1,057 QUARTERLY Alliant Credit Union 250,000 253,042.50 5.100% 12/30/22 12/30/25 1,064 QUARTERLY Liberty First Cr Un 250,000 249,300.00 4.550% 01/17/23 01/19/26 1,084 QUARTERLY Capital Educators Fed Cr 250,000 249,300.00 4.550% 01/19/23 01/20/26 1,085 QUARTERLY Manufacturers Traders 250,000 247,225.00 4.250% 01/31/23 01/23/26 1,088 QUARTERLY City Natl Bank 250,000 247,925.00 4.350% 01/25/23 01/26/26 1,091 QUARTERLY Negotiable CD TOTAL 20,495,000$ 19,979,564 $
CD TOTAL 20,495,000$ 19,979,564 $
City of Clovis
Certificates of Deposit
As of January 31, 2023
ATTACHMENT 3
27 AGENDA ITEM NO. 7.

MARKET INTEREST INVEST MATURITY MATURITY FROM INTEREST
Municipal Securities COST PRICE RATE DATE DATE 01/31/23 FREQUENCY Huntington Beach Pension Bond 1,000,000 984,730 0.381% 04/01/21 06/15/23 135 QUARTERLY Fresno Unified Taxable Go Ref Bond 500,000 490,460 0.462% 09/30/20 08/01/23 182 QUARTERLY Pomona Cali Uni Sch Dist Go Bond 815,000 799,694 0.534% 10/20/20 08/01/23 182 QUARTERLY San Jose CA USD Ref Bond 775,000 759,229 0.221% 01/20/21 08/01/23 182 QUARTERLY Vista CA USD Ref Bond 750,000 735,173 0.221% 01/20/21 08/01/23 182 QUARTERLY William Hart Cali HS Go Bond 1,000,000 979,880 0.366% 12/23/20 08/01/23 182 QUARTERLY Jefferson Cali Elem Sch Dist Go Bond 710,000 693,961 0.399% 10/27/20 09/01/23 213 QUARTERLY Santa Rosa Calif Watr Ref Bond 350,000 342,216 0.578% 12/01/20 09/01/23 213 QUARTERLY California St Univ Ref Bond 3,455,000 3,352,905 0.475% 04/01/22 11/01/23 274 QUARTERLY San Diego CA Convention Ref Bond 1,450,000 1,395,625 1.527% 08/18/22 04/15/24 440 QUARTERLY Santa Ana College Ref Bond 440,000 415,668 0.644% 12/17/21 08/01/24 548 QUARTERLY University CA Rev Bond 1,000,000 975,200 4.350% 09/15/22 05/15/25 835 QUARTERLY Antelope Valley CA Ref Bond 750,000 704,678 1.767% 05/12/22 08/01/25 913 QUARTERLY Chabot Las Positas Cmnty Clg Bond 1,490, 000 1,375,985 0.880% 04/29/22 08/01/25 913 QUARTERLY San Dieguito High School Ref Bond 1,000,000 940,250 1.661% 10/13/22 08/01/25 913 QUARTERLY Santa Ana CCD Ref Bond 250,000 228,360 0.744% 05/12/22 08/01/25 913 QUARTERLY Orange County Water Dist Ref Bond 900,000 850,644 2.095% 10/13/22 08/15/25 927 QUARTERLY San Jose CA Txble Ser B 2,355,000 2,230,303 2.450% 10/13/22 09/01/25 944 QUARTERLY Los Angeles CA USD Ref Bond 1,000,000 907,960 1.455% 11/15/21 07/01/26 1,247 QUARTERLY Chabot Las Positas Cmnty Clg CA 3,505,000 3,158,986 1.080% 07/27/22 08/01/26 1,278 QUARTERLY Chaffey CA High School Ref Bond 1,565,000 1,468,267 2.475% 06/30/22 08/01/26 1,278 QUARTERLY Huntington Beach HS Dist Ref Bond 3,305, 000 2,985,340 1.208% 04/29/22 08/01/26 1,278 QUARTERLY Placentia Yorba USD Ref Bond 1,110,000 994,682 1.070% 05/31/22 08/01/26 1,278 QUARTERLY San Diego CA Cmnty Ref Bond 470,000 442,223 2.299% 04/29/22 08/01/26 1,278 QUARTERLY San Ramon Valley CA USD Ref Bond 2,125,000 1,915,284 1.147% 11/03/21 08/01/26 1,278 QUARTERLY Sonoma Cnty Jr College Ref Bond 2,000,000 1,886,980 2.447% 06/30/22 08/01/26 1,278 QUARTERLY San Diego CA Pub Facs Ref Bond 1,625,000 1, 478,360 1.812% 08/18/22 10/15/26 1,353 QUARTERLY El Dorado CA Irr Dist Ref Bond 1,175,000 1,050,274 1.687% 08/18/22 03/01/27 1,490 QUARTERLY University Gen Rev Bond 2,385,000 2,105, 406 1.316% 10/13/22 05/15/27 1,565 QUARTERLY Colton CA Jt Uni Sch 1,060,000 952,972 1.603% 11/17/22 08/01/27 1,643 QUARTERLY Contra Costa Ref Bond 880,000 798,679 2.163% 09/15/22 08/01/27 1,643 QUARTERLY Foothill De Anza CCD 540,000 478,931 1.473% 12/15/22 08/01/27 1,643 QUARTERLY Fremont CA Uni Sch Dist 1,100,000 959,959 1.113% 11/17/22 08/01/27 1,643 QUARTERLY Fremont CA USD Ref Bond 1,140,000 1,035, 861 2.000% 05/31/22 08/01/27 1,643 QUARTERLY Marin CA Cmnty Clg Dist 335,000 324,595 3.330% 11/17/22 08/01/27 1,643 QUARTERLY Mount San Antonio Cmnty Clg 285,000 249, 768 1.139% 11/17/22 08/01/27 1,643 QUARTERLY Mount San Antonio Ref Bond 405,000 374, 504 2.329% 10/13/22 08/01/27 1,643 QUARTERLY Saddleback VY Uni Ref Bond 3,000,000 2,765, 310 2.400% 08/10/22 08/01/27 1,643 QUARTERLY San Diego CA Com CD 590,000 547,904 2.407% 12/15/22 08/01/27 1,643 QUARTERLY San Ramon Valley Ref Bond 1,435,000 1,271, 338 3.415% 09/15/22 08/01/27 1,643 QUARTERLY Santa Monica Cmnty Clg Ref Bond 1,000, 000 970,800 3.050% 09/15/22 08/01/27 1,643 QUARTERLY Sierra CA Cmnty Clg Dist 465,000 403,667 1.129% 11/17/22 08/01/27 1,643 QUARTERLY William Hart CA Un High 200,000 172,868 1.174% 11/17/22 08/01/27 1,643 QUARTERLY Rancho Santiago Cmnty Clg 335,000 286,566 1.106% 11/17/22 09/01/27 1,674 QUARTERLY San Jose CA Txble Ser B 910,000 832,177 2.600% 10/13/22 09/01/27 1,674 QUARTERLY Mun. Securities TOTAL 52,935,000$ 49,074,621 $
Municipal Securities TOTAL 52,935,000$ 49,074,621 $
City of Clovis
Municipal Securities
As of January 31, 2023
ATTACHMENT 4
28 AGENDA ITEM NO. 7.

Treasury Rates as of January 31, 2023
3 month Treasury bill 4.70
6 month Treasury bill 4.80
2 Yr Treasury note 4.21
3 Yr Treasury note 3.90
5 Yr Treasury note 3.63
10 Yr Treasury note 3.52

CITY OF CLOVIS

FINANCE DEPARTMENT
JANUARY 31, 2023 TREASURY RATES
As indicated in the above graph, treasuries increase from 3-month to 6-month notes, then decrease to 10-year notes.
0 0.5
1 1.5
2 2.5
3 3.5
4 4.5
5 3 month
Treasury bill
6 month
Treasury bill
2 Yr Treasury
note
3 Yr Treasury
note
5 Yr Treasury
note
10 Yr
Treasury note

INTEREST RATES

TREASURIES
TREASURY RATES ON JANUARY 31, 2023
ATTACHMENT 5
29 AGENDA ITEM NO. 7.

TO: Mayor and City Council
FROM: Finance Department
DATE: May 15, 2023
SUBJECT: Finance – Receive and File – Treasurer’s Report for the Month of January 2023.

ATTACHMENTS: 1. Summary of Cash Balances

2. Summary of Investment Activity

3. Investments with Original Maturities Exceeding One Year

EXECUTIVE SUMMARY
Attached for the Council’s information is the Treasurer’s Report for the month ended January 31, 2023.

Pursuant to Section 41004 of the Government Code of the State of California, the City Treasurer is required to submit a monthly report of all receipts, disbursements, and fund balances.

Prepared by: Jeffrey Blanks, Deputy Finance Director

Reviewed by: City Manager AH
30 AGENDA ITEM NO. 8.

Previous Balance 3,810,185.24$
Deposits 53,511,785.82
Disbursements (53,528,210.00)
Current Balance 3,793,761.06$

FUNDS BALANCE
100 General Fund 20,123,818.71 $
201 Local Transportation 14,647,775.08
202 Parking and Business Improvements 161,642.15
203 Off Highway Use 72,189.39
204 Community Facilities District 2020-1 144,233.74 205 Senior Citizen Memorial Trust 56,073.22
207 Landscape Assessment District 7,672,350.66
208 Blackhorse III (95-1) Assessment District 105,528.14 301 Park & Recreation Acquisition 13,073,058.14
305 Refuse Equipment Reserve 2,309,133.88
310 Special Street Deposit Fund 45,347,963.92
313 Successor Agency 114,043.38
314 Housing Successor Agency 1,120,728.88
402 1976 Fire Bond Redemption 25,475.23
404 1976 Sewer Bond Redemption Fund 416,826.38
501 Community Sanitation Fund 15,734,746.78
502 Sewer Service Fund 37,869,842.40
504 Sewer Capital Projects-Users 463,614.93
506 Sewer Capital Projects-Developer 6,347,648.49
507 Water Service Fund 42,193,279.77
508 Water Capital Projects-Users 7,269,100.19
509 Water Capital Projects-Developer 13,678,339.73 515 Transit Fund 933,680.26
540 Planning & Development Services 15,671,424.56
601 Property & Liability Insurance 1,078,335.82
602 Fleet Maintenance 22,527,216.28
603 Employee Benefit Fund 9,504,722.41
604 General Government Services 22,225,009.81
605 Facilities Maintenance 4,144,944.97
606 Information Technology 6,428,597.69
701 Curb & Gutter Fund 164,723.58
703 Payroll Tax & Withholding Fund 1,366,141.38
712 Temperance/Barstow Assmt Dist (98-1) 77,728.17 713 Shepherd/Temperance Assmt Dist (2000-1) 5,829.00 715 Supp Law Enforcement Serv 242,851.45
716 Asset Forfeiture 237,223.97
720 Measure A-Public Safety Facility Tax 1,729.23
736 SA Admin Trust Fund 1,421.40
741 SA Debt Service Trust Fund (361,818.89)
747 Housing Successor Trust Fund 1,137.98
SUBTOTALS 313,198,312.26$
999 Invested Funds (309,404,551.20)
TOTAL 3,793,761.06$
Statement of Cash Balances
As of January 31, 2023
City of Clovis
ATTACHMENT 1
31 AGENDA ITEM NO. 8.

Balance of Investments Previous Month End 294,738,283.49 $ Time Certificates of Deposit Transactions
Investments 1,000,000.00
Withdrawals (500,000.00)
Total CD Changes 500,000.00
Other Changes
Government Securities 6,072,400.00
Local Agency Investment Fund 94,756.51
Municipal Securities 0.00
Sweep Account 7,999,111.20
Total Other Changes 14,166,267.71
Balance of Investments Current Month End 309,404,551.20$ Insured CD's 20,495,000.00
Government Securities 131,438,005.85
US Treasury Notes 0.00
Local Agency Investment Fund 75,000,000.00
Municipal Securities 52,935,000.00
Sweep Account 29,536,545.35
Investment Total 309,404,551.20$
For the month of January 31, 2023
City of Clovis
Distribution of Investments
As of January 31, 2023
City of Clovis
Summary of Investment Activity
ATTACHMENT 2
32 AGENDA ITEM NO. 8.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
FAMCMTN 8,500,000.00 8,512,717 2/27/2023 1.350%
FHLB 13,000,000.00 13,172,490 3/10/2023 2.125%
FHLB 5,000,000.00 5,078,404 3/10/2023 2.125%
FFCB 5,000,000.00 5,000,000 3/1/2024 0.250%
FHLB 5,000,000.00 4,998,723 3/8/2024 3.625%
FFCB 2,000,000.00 1,996,279 3/8/2024 0.300%
FHLB 2,000,000.00 1,999,363 3/18/2024 0.350%
FHLB 5,000,000.00 5,000,000 6/7/2024 1.050%
FHLB 1,000,000.00 953,142 6/24/2024 0.700%
FHLB 5,000,000.00 4,978,608 11/15/2024 1.750%
FHLB 1,735,000.00 1,616,070 12/30/2024 0.500%
FHLB 4,000,000.00 3,985,825 2/28/2025 2.750%
FAMCMTN 4,000,000.00 4,000,000 4/25/2025 0.750%
FAMCMTN 4,000,000.00 3,961,185 7/28/2025 0.600%
FHLB 5,000,000.00 5,000,000 8/28/2025 0.580%
FHLB 5,000,000.00 4,960,869 9/8/2025 0.750%
FFCB 5,000,000.00 4,971,357 2/11/2026 0.940%
FHLB 4,000,000.00 3,939,437 2/24/2026 1.150%
FHLB 5,000,000.00 4,973,644 9/28/2026 1.250%
FHLB 4,000,000.00 3,674,534 10/28/2026 2.125%
FHLB 6,000,000.00 5,990,250 11/24/2026 1.020%
FHLB 5,000,000.00 5,104,920 12/11/2026 0.900%
FHLB 4,500,000.00 4,043,250 2/24/2027 2.375%
FHLB 5,000,000.00 4,605,977 2/24/2027 1.020%
FHLB 5,700,000.00 5,099,092 2/26/2027 1.000%
FHLB 4,000,000.00 3,749,471 2/26/2027 3.250%
FHLB 6,800,000.00 6,072,400 2/27/2027 0.900%
FHLB 4,000,000.00 4,000,000 3/8/2027 3.600%
Original Maturities Exceeding One Year
As of January 31, 2023
City of Clovis
ATTACHMENT 3
33 AGENDA ITEM NO. 8.

TO: Mayor and City Council
FROM: General Services Department
DATE: May 15, 2023
SUBJECT: General Services – Approval – Res. 23-___, Authorizing Amendments to the City’s Classificatio n Plan by Revising the Public Safety Dispatcher Classification in the Police Department.

ATTACHMENTS: 1. Res. 23-___ Classification Plan

RECOMMENDATION
For City Council to approve a resolution authorizing amendments to the City’s Classification Plan by revising the Public Safety Dispatcher classification in the Police Department.

EXECUTIVE SUMMARY
It is necessary to revise the Public Safety Dispatcher classification in order to update the education and experience sections of the classification . Modification of the City’s Classification Plan requires the City Council’s approval.

BACKGROUND
An analysis was conducted of the P ublic Safety Dispatcher classification in advance of an upcoming recruitment. The analysis revealed that the classification education and experience section needed to be updated to accurately depict the required minimum qualifications necessary for the incumbent to be successful in the position. The education s ection will be changed to require a high school diploma. The revised education requirement is similar to what other agencies in the valley require for the minimum education requirement for their Public Safety Dispatcher classifications. The department believes that this is necessary to get a larger pool of applicants. The revisions to the classification are included in the update shown in Attachment A of Attachment 1.

FISCAL IMPACT
None
34 AGENDA ITEM NO. 9.

REASON FOR RECOMMENDATION
The Public Safety Dispatcher classification is recommended for revision in order to update the education and experience section to better suit the department’s recruitment needs. The recommended changes to the City’s Classification Plan require Council approval.

ACTIONS FOLLOWING APPROVAL
The City’s Classification Plan will be updated to include the revised P ublic Safety Dispatcher classification.

Prepared by: Lori Shively, Personnel/Risk Manager

Reviewed by: City Manager AH

35 AGENDA ITEM NO. 9.

RESOLUTION 23-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS APPROVING AMENDMENTS TO THE CITY’S CLASSIFICATION PLAN FOR THE PUBLIC SAFETY

DISPATCHER CLASSIFICATION IN THE POLICE DEPARTMENT

WHEREAS, it has been determined that amendments to the education and experience section of the Public Safety Dispatcher classification are necessary in order to recruit for dispatchers; and

WHEREAS, modification of the City’s Classification Plan requires authorization by the City Council.

NOW THEREFORE, BE IT RESOLVED , that the City of Clovis will modify the City’s Classification Plan to include the Public Safety Dispatcher classification (Attachment A).

* * * * *

The foregoing Resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on May 15, 2023, by the following vote to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Dated: May 15, 2023

___________________________ __________________________ Mayor City Clerk

ATTACHMENT 1 36
AGENDA ITEM NO. 9.

City of Clovis

PUBLIC SAFETY DISPATCHER

DEFINITION
Under general supervision, learn and understand City Police Department dispatching policies, methods, and procedures; receive emergency and non-emergency calls for service through 911, radio, phone, and other communications media; dispatch law enforcement, fire, and other public safety personnel and equipment; provide telecommunications support and incident coordination for field units; learn and serve as call taker for the City of Clovis 911 Public Safety Answering Point; assist with other non -emergency responsibilities when assigned; perform general office support assignments; help and serve people in need; and to perform related work as required.

CLASS CHARACTERISTICS
Positions in this class work in a team setting with other Public Safety Dispatchers using radio equipment, and computers where incumbents may be required to handle several emergencies simultaneously. Incumbents work under the guidance of a Lead Public Safety Dispatcher, and under the general supervision of a Communications Supervisor.

Incumbents receive thorough instructions when tasks are initially assigned and after training are expected to perform duties without constant supervision. Work is reviewed by the Lead Public Safety Dispatcher, Communications Supervisor, or the Watch Commander while in progress. Incumbents are expected to refer most variations in dispatch work to the supervisor for instructions.

EXAMPLES OF DUTIES
Receive and respond to emergency and non -emergency calls for police, fire, medical, and other related services over phone, 911, radio, and other communications media; respond rapidly to inquiries and requests to ensure proper dissemination of information and dispatch police, fire units, and other public service entities to public safety incidents; interview callers to evaluate loc ation, and the nature and urgency of their situation; request all pertinent information; classify incidents; establish dispatch priorities; investigate law enforcement history pertaining to people and addresses to prepare officers for the situation they wi ll be encountering; query information and provide telecommunications support, using the California Law Enforcement Telecommunications System (CLETS) and other local, regional, national, and international databases to determine alerts and requests for peopl e and property; provide information to support officers and other public safety personnel in the field using a variety of computerized and manual information systems; coordinate and maintain contact with other agencies to assist field personnel in managing and resolving requests and public safety issues, as required and coordinate or transfer requests for emergency and non- emergency medical services with other emergency service providers; transfer calls to other units or agencies as warranted; monitor and b roadcast public safety radio transmissions to facilitate communication flow; enter, update, modify, and clear incident data and other related information into the computer -aided dispatching (CAD) system, records management systems (RMS), California Law Enf orcement Telecommunications System (CLETS), and other computer systems and databases as required; maintain incident records, cards, and logs including handwriting, documenting, and time stamping

ATTACHMENT A
37 AGENDA ITEM NO. 9.

conversations on the radio and during calls; as directed by a supervisor duplicate recordings of radio and phone communications for court or other purposes; call out special teams and make other notifications as required; operate communications center equipment including but not limited to phones, r adios, computers, and printers; monitor locations on multiple computer screens and verify safe status of public safety units; relay information to other appropriate agencies regarding hazards; maintain confidential information in accordance with legal stan dards and city regulations; confirm out of agency warrants and abstract warrants issued by the City of Clovis Police Department; respond to routine phone requests from the public for information; brief oncoming dispatchers of shift action at end of shift; answer questions and provide information to the public; monitor and relay information obtained through the City of Clovis camera system; and to perform related work as required.

TYPICAL QUALIFICATIONS

LICENSE AND CERTIFICATE OR DOCUMENTATION REQUIRED
 Possession of a valid California Driver's License and a good driving record;  Possession of valid typing certificate or documentation for a minimum of forty (40) net words per minute;
 Completion of the POST Public Safety Dispatcher’s Basic Course training during the first year of service.

EDUCATION AND EXPERIENCE
Education:
 Completion of sixty (60) semester units from an accredited college or university; High school diploma or equivalent;

 A High School Diploma or GED and three (3) years of experience as an Emergency Dispatcher with a Dispatcher POST Certificate, may be substituted for the required college units.

Education Desirable:
 Bachelor’s Degree

Experience:
 Three (3) years of experience involving public contact work.

QUALIFICATIONS
Knowledge of:
 Operating policies, procedures, and functions of the police department relevant to the position;
 Laws, codes, and regulations pertinent to public safety services;  Procedures, principles, and techniques of communication center operations, dispatching, public safety and emergency communications, call taking, telecommunications support, and customer courtesy;
 Proper operation and care of communications center equipment including phones, computers, radios, computer software, office equipment, and vehicles used in the 38 AGENDA ITEM NO. 9.

communications center and in the field;
 Principles, practices, and techniques of computer aided dispatch systems;  General geography of the City of Clovis;
 Public relations methods and techniques;
 Proper English usage, grammar, spelling, and punctuation;  Techniques of effective communication;
 Office procedures, methods, and equipment including computers and applicable software applications such as word processing, spreadsheets, and databases.

Ability to:
 Learn policies, procedures, and functions of the police department relevant to the position;
 Read and understand the Federal Communications Commission (FCC) broadcasting procedures and rules regarding law enforcement radio transmissions and department procedures, rules, and regulations regarding dispatching and general public safety;  Learn and operate communications center equipment, to include computers, CLETS terminals, phones, radio, and computer software;
 Analyze situations quickly and use sound judgment, initiative, creativity, and planning in dispatching personnel and equipment;
 Think clearly and act calmly in emergency situations;  Read, analyze, and interpret written materials, maps, laws, codes, rules, and regulations;  Evaluate situations and respond appropriately;
 Take and transmit clear and complete directions and information;  Use patience, courtesy, and tact to recognize and discern various emotional states during all communications;
 Relate effectively to people of a variety of cultures, languages, disabling conditions, and socioeconomic situations;
 Deal tactfully and courteously with the public and other staff;  Control phone conversations to elicit information;
 Accomplish multiple tasks simultaneously and organize workload with frequent interruptions and distractions in a high stress environment;  Type and enter data at a speed necessary for successful job performance;  Receive, retain, and use large quantities of information;  Anticipate officer needs;
 Type from auditory sources;
 Maintain confidential information in accordance with legal standards;  Maintain up to date logs, records, and files;
 Operate a computer-aided dispatch (CAD) system with sufficient speed and accuracy;  Operate office equipment including computers and supporting word processing, spreadsheet, and database applications;
 Work in a team-based environment and achieve common goals;  Operate the City of Clovis camera system and provide pertinent updates to field units;  Distinguish and comprehend simultaneous communications from several sources;  Communicate clearly and concisely, both orally and in writing;  Establish and maintain effective working relationships with those contacted in the course of work;
 Operate a vehicle observing legal and defensive driving practices. 39 AGENDA ITEM NO. 9.

SUPPLEMENTAL INFORMATION

PHYSICAL DEMANDS AND WORKING CONDITIONS
 Work is primarily sedentary.
 Hearing: Acute to hear in person, radio, phone, or telephone head-set.  Strength: Light work-lifting, carrying, and/or pushing 25 pounds with frequent lifting and/or carrying of objects weighing up to 25 pounds in the office environment; medium work-lifting, carrying, and/or pushing 50 pounds with frequent lifting and/or carrying of objects weighing up to 50 pounds in the outdoor/driving environments.  Vision: Corrected to normal.
 Other physical requirements: Clear verbal communication, feeling, finger dexterity, frequent grasping and holding, reaching, talking, and balancing.  Environment: Primary job functions are performed in an office environment other duties are performed in outdoor and driving environments; incumbent s assigned to the outdoor/driving environments are required to work in all weather conditions with the ability to work outdoors when over 100 degrees in the summer and in the cold and rain during the winter months.
 Working conditions: Work is subject to simultaneous emergency situation evaluation; ability to attend periodic evening meetings or meetings outside of regularly scheduled shift; and work rotating shifts including evenings, weekends, and holidays.

40 AGENDA ITEM NO. 9.

TO: Mayor and City Council
FROM: General Services Department
DATE: May 15, 2023
SUBJECT: General Services - Approval – Res. 23-___, Authorizing Amendments to the City’s Classification and Compensation Plans to Adopt the Parts Runner Classification with a Salary Range of $3,522 to $4,281 per month, and Approval – Res. 23 -___, Amending the City’s FY 22 -23 Position Allocation Plan.

ATTACHMENTS: 1. Res. 23-____ Classification and Compensation Plan

2. Res. 23-____ Position Allocation Plan

CONFLICT OF INTEREST
Councilmembers should consider recusal if a campaign contribution exceeding $250 has been received from the project proponent (developer, applicant, ag ent, and/or participants) since January 1, 2023 (Government Code 84308).

RECOMMENDATION
For City Council to approve a resolution authorizing amendments to the City’s Classification and Compensation Plans by adopting the Parts Runner classification with a salary range of $3,522 to $4,281 per month and approve a resolution amending the City’s FY 22-23 Position Allocation Plan by adding one (1) Parts Runner position in the Public Utilities Department.

EXECUTIVE SUMMARY
The Public Utilities Department has a need to add a Parts Runner classification. The proposed classification will be responsible for assisting the Parts Clerks with procuring parts, delivering parts, materials and supplies. Adequate funds were included in the adopted FY 22-23 Public Utilities budget for the new classification. Modification of the City’s Classification, Compensation, and Position Allocation Plans require City Council’s approval.

BACKGROUND
The Public Utilities Department has a need to add the Parts Runner classification. The new classification will perform entry level work assisting the Parts Clerks in obtaining, storing, and issuing automotive and construction equipment. The incumbent will also be responsible for picking up and delivering parts from local vendors. The department will be converting one extra help Parts Runner position to a full-time position.
41 AGENDA ITEM NO. 10.

The position allocation plan will be updated to reflect the one (1) additional position, as noted in Attachment A of Attachment 2.

It is recommended that the new classification be assigned to the Clovis Public Works Association (CPWEA) bargaining unit for employee representation. CPWEA representatives are supportive of the assignment of the classification to the CPWEA employee bargaining unit.

FISCAL IMPACT
The fiscal impact of salary and benefits for converting this position to a full-time position for the remainder of FY 22-23 is approximately an additional $1, 400. There are adequate funds in the Public Utilities Department budget t o cover the costs of this position for this fiscal year. The projected impact for FY 23-24 is approximately $14,000.

REASON FOR RECOMMENDATION
The recommended changes to the City’s Classification, Compensation , and Position Allocation Plans better suit the staffing needs of the Public Utilities Department. Modification of the City’s Classification, Compensation and Position Allocation Plans require City Council’s approval.

ACTIONS FOLLOWING APPROVAL
The position allocation for the Public Utilities Department will be modified as noted in Attachment

2. The position vacancy will be filled by converting the extra help position to a full-time position.

Prepared by: Lori Shively, Personnel/Risk Manager

Reviewed by: City Manager AH

42 AGENDA ITEM NO. 10.

ATTACHMENT 1
RESOLUTION 23-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS APPROVING AMENDMENTS TO THE CITY’S CLASSIFICATION AND COMPENSATION PLANS BY

ADOPTING A PARTS RUNNER CLASSIFICATION IN THE

PUBLIC UTILITIES DEPARTMENT

WHEREAS, it has been determined that the City has a need for a Parts Runner classification to provide the necessary support to the Public Utilities Department; and

WHEREAS, it has been determined that the appropriate salary range for the Parts Runner classification is $3,522 to $4,281 per month; and

WHEREAS, it has been determined that it is appropriate to assign the Parts Clerk classification to the Clovis Public Works Employees Affiliation (CPWEA) bargaining group.

NOW THEREFORE, BE IT RESOLVED , that the City of Clovis will modify the City’s Classification and Compensation Plans to include the Parts Runner classification (Attachment A) with a monthly salary range of $3,522 to $4,281.

* * * * *

The foregoing Resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on May 15, 2023, by the following vote to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Dated: May 15, 2023

___________________________ __________________________ Mayor City Clerk

43 AGENDA ITEM NO. 10.

City of Clovis

PARTS RUNNER
$3,522 - $4,281 Monthly Salary

DEFINITION
Under supervision, receive, store, inventory, issue, pick up and deliver automotive, truck, or heavy construction equipment parts, materials, supplies and other equipment; verify conformance of parts, materials, supplies and other equipment; assist the Parts Clerks in the organization, operation, and maintenance of the City Fleet Maintenance Division parts stockroom.

CLASS CHARACTERISTICS
Positions in this class are entry level and expected to have a general knowledge of basic automotive parts and a fleet stockroom. This position will assist the Parts Clerks and will spend time learning and assisting in accepting invoices, a nnotating records and preparing reports. Incumbents in this class perform work with established instructions and in accordance with standard City procedures. Incumbents receive thorough instruction when tasks are initially assigned and, after training, ar e expected to perform duties without constant supervision. Work is reviewed periodically upon completion and while in progress.

EXAMPLES OF DUTIES
Assist Parts Clerks in obtaining, storing, and issuing parts for automotive, truck, or heavy construction equipment. Pick up and deliver parts from local vendors of automotive, truck, or heavy construction equipment parts; identify and issue parts and supplies to appropriate City Staff for automotive, truck, or heavy construction equipment. Could be assigned to order parts under the guidance of the Parts Clerks or Fleet Manager. Interpret parts catalogs for proper parts identification and assist in taking inventories of parts on -hand. Assist in the decommissioning of equipment and vehicles to be sold at auctio n. Clean parts and shop area rooms; clean, vacuum and wash vehicles; follow proper use, storage and maintenance of supplies and equipment; recognize, report, and correct unsafe conditions and to perform related work as required.

TYPICAL QUALIFICATIONS

LICENSE REQUIRED
 Possession of a valid California driver’s license and a good driving record.

EDUCATION AND EXPERIENCE
Education:
 Education sufficient to ensure the ability to read and write at the level required for successful job performance.

ATTACHMENT A
44 AGENDA ITEM NO. 10.

And

Experience:

 One year experience in driving a Class C vehicle to various locations to pick -up and deliver materials or supplies and basic stockroom principles of organization and inventory.

QUALIFICATIONS
Knowledge of:
 Basic storeroom principles of organization and inventory;  Modern vehicle care and cleaning techniques;
 Windows based PC computer;
 Routine record keeping procedures.

Ability to:
 Practice appropriate safety precautions and procedures;  Operate a vehicle observing legal and defensive driving practices;  Maintain simple records;
 Establish and maintain cooperative and effective working relationships;  Understand and carry out oral and written directions;  Learn a computerized inventory parts system;
 Learn and interpret technical information when conducting parts research

SUPPLEMENTAL INFORMATION

PHYSICAL DEMANDS AND WORKING CONDITIONS
 Strength: Heavy work -lifting, carrying and/or pushing 75 pounds with frequent lifting and/or carrying of objects weighing up to 50 pounds.

45 AGENDA ITEM NO. 10.

ATTACHMENT 2
RESOLUTION 23-__

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS
APPROVING AMENDMENTS TO THE CITY’S FY 22-23 POSITION

ALLOCATION PLAN

WHEREAS, the FY 22-23 Position Allocation Plan in the Public Utilities Department was approved as part of the FY 22-23 City Budget adoption process; and

WHEREAS, a review of the staffing needs for the Public Utilities Department indicates that the addition of one (1) Parts Ru nner position is necessary in order to provide the support necessary for the Public Utilities Department; and

WHEREAS, amending the City’s adopted FY 22-23 Position Allocation Plan requires City Council authorization.

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Clovis that the City’s FY 22-23 Position Allocation Plan shall be amended as noted in Attachment A.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on May 15, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED:

______________________________ ______________________________ Mayor City Clerk

46 AGENDA ITEM NO. 10.

ATTACHMENT A

POSITION ALLOCATION ADJUSTMENT BY DEPARTMENT FY 22-23

DEPARTMENT NUMBER OF POSITIONS

Public Utilities Department

Add: Parts Runner 1.0

47 AGENDA ITEM NO. 10.

TO: Mayor and City Council
FROM: Planning and Development Services Department
DATE: May 15, 2023
SUBJECT: Planning and Development Services – Approval – Res. 23-__, Adopt a list of projects funded by SB1: The Road Repair and Accountability Act.

ATTACHMENTS: 1. Resolution 23-__

2. Vicinity Map

RECOMMENDATION
For the City Council to approve a resolution to adopt a list of projects funded by Senate Bill (SB) 1: The Road Repair and Accountability Act.

EXECUTIVE SUMMARY
Prior to receiving an apportionment of Road Maintenance and Rehabilitation Account (RMRA) funds from the Controller in a fiscal year, a city or county must submit to the California Transportation Commission a list of projects proposed to be funded with these funds. All projects proposed to receive funding must be adopted by resolution by the applicable city council or county board of supervisors at a regular public meeting [SHC 2034(a)(1)].

Pursuant to SHC Section 2034(a)(1) a resolution of the list for SB1 funding is submitted for adoption. The project list submitted is for two street sections that have been called out in the 2023-2024 Five-year Community Investment Program (CIP), specifically the 2023-2024 fiscal year. The two Projects are:

1) Armstrong Avenue Street Improvements from Shaw to Barstow 2) Barstow Avenue Street Improvements from Willow to Villa

48 AGENDA ITEM NO. 11.

BACKGROUND
On April 28, 2017, the Governor signed Senate Bill (SB) 1 (Beall, Chapter 5, Statutes of 2017), which is known as the Road Repair and Accountability Act of 2017. To address basic road maintenance, rehabilitation and critical safety needs on both the state highway and local streets and road system, SB 1: increases per gallon fuel excise taxes; increases diesel fuel sales taxes and vehicle registration fees; and provides for inflationary adjustments to tax rates in future years.

Beginning November 1, 2017, the State Controller (Controller) started to deposit various portions of this new funding into the newly created Road Maintenance and Rehabilitation Account (RMRA). A percentage of this new RMRA funding will be apportioned by formula to eligible cities and counties pursuant to Streets and Highways Code (SHC) Section 2032(h) for bas ic road maintenance, rehabilitation, and critical safety projects on the local streets and roads system.

SB 1 emphasizes the importance of accountability and transparency in the delivery of California’s transportation programs. Therefore, in order to be eligible for RMRA funding, statute requires cities and counties to provide basic annual RMRA project reporting to the California Transportation Commission (Commission).

Prior to receiving an apportionment of RMRA funds from the Controller in a fiscal year, a city or county must submit to the Commission a list of projects proposed to be funded with these funds pursuant to an adopted resolution by the city council at a regular public meeting [SHC 2034(a)(1)].

Pursuant to SHC Section 2034(a)(1) a resolution o f the list for SB1 funding is submitted for adoption. The project list submitted is for two street sections that have been called out in the 2023-2024 Five-year Community Investment Program (CIP), specifically the 2023 -2024 fiscal year. The two Projects are:

1) Armstrong Avenue Street Improvements from Shaw to Barstow 2) Barstow Avenue Street Improvements from Willow to Villa

The projects on the list have been chosen by using the City of Clovis Pavement Management System and are programed in the CIP five-year budget.

FISCAL IMPACT
(The estimated cost for the two projects submitted for the SB1 list is $2.59 million. The projects will be included in the 2023 -2024 CIP budget. The City of Clovis will receive an estimated $3,057,000 in RMRA funding in Fiscal Year 2023-24 from SB 1. The SB1 funding the city will receive in fiscal year 2023-2024 is enough funding to cover the expected cost of the two projects.

The projected funding received in subsequent years is expected to increase by a small percentage each year.

REASON FOR RECOMMENDATION
To be eligible to receive the City of Clovis’ apportionment of RMRA funding from the State Controller this fiscal year.
49 AGENDA ITEM NO. 11.

ACTIONS FOLLOWING APPROVAL
Staff will submit the SB1 project list and resolution to the California Transportation Commission pursuant to SHC Section 2034(a)(1).

Prepared by: Thad Avery, Supervising Civil Engineer

Reviewed by: City Manager AH

50 AGENDA ITEM NO. 11.

ATTACHMENT 1
RESOLUTION 23-__

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS TO ADOPT A LIST OF PROJECTS FUNDED BYSB 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT

WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 in order to address the significant multi -modal transportation funding shortfalls statewide; and

WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of the City of Clovis are aware of the projects proposed for funding and which projects have been completed each fiscal year; and

WHEREAS, the City of Clovis must include a list of all projects proposed to receive funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, in the City of Clovis budget, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and

WHEREAS, the City of Clovis, will receive an estimated $3,057,000 in RMRA funding in Fiscal Year 2023-24 from SB 1; and

WHEREAS, the funding from SB 1 will help the City of Clovis maintain and rehabilitate 217 streets, 18 bridges , add active transportation infrastructure throughout the City of Clovis this year and hundreds of similar projects into the future; and

WHEREAS, the 2016 California Statewide Local Streets and Roads Needs Assessment found that the City of Clovis’ streets and roads are in an “good” condition and this revenue will help us increase the overall quality of our road system and over the next decade will bring our streets and roads into a “excellent” condition; and

WHEREAS, without revenue from SB 1, the City of Clovis, would have otherwise been postponing projects throughout the community; and

WHEREAS, modernizing the local street and road system provides well -paying construction jobs and boosts local economies; and

WHEREAS, police, fire, and emergency medical services all need safe reliable roads to react quickly to emergency calls and a few minutes of delay can be a matter of life and death ; and
51 AGENDA ITEM NO. 11.

WHEREAS, maintaining and preserving the local street and road system in good condition will reduce drive times and traffic congestion, improve bicycle safety, and make the pedestrian experience safer and more appealing, which leads to reduce vehicle emissions helping the State achieve its air quality and greenhouse gas emissions reductions goals; and

WHEREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials and practices, will have significant positive benefit statewide.

NOW, THEREFORE, BE IT RESOLVED, by the City of Clovis as follows:

1. The foregoing recitals are true and correct.

2. The City of Clovis is adopting the following list of projects planned to be funded in fiscal year 2023-2024 with Road Maintenance and Rehabilitation Account revenues:

a. Armstrong Avenue Street Improvements from Shaw Avenue to Barstow Avenue. The project will include resurfacing the street and will increase the useful life of the street by 20 years. It is budgeted in the 2023 -2024 & 2024 -2025 fiscal years with anticipated construction in 2025.
b. Barstow Avenue Street Improvements from Willow Avenue to Villa Avenue. The project will include resurfacing the street and will increase the useful life of the street by 20 years. It is budgeted in the 2023 -2024 & 2025 -2026 fiscal years with anticipated construction in 2026.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on May 15, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: May 15, 2023

______________________________ ______________________________ Mayor City Clerk
52 AGENDA ITEM NO. 11.

Attachment 2
53 AGENDA ITEM NO. 11.

TO: Mayor and City Council
FROM: Public Utilities Department
DATE: May 15, 2023
SUBJECT: Consider Approval – Res. 23-___, a Resolution Confirming the Diagram and Assessments for the Annual Levy, 2023 -2024 Landscape Maintenance District No. 1.

Staff: Eric Aller, Parks Manager
Recommendation: Approve

ATTACHMENTS: 1. Resolution Confirming Diagram and Assessments

2. Assessment Diagrams

RECOMMENDATION

1. Conduct the Public Hearing; and

2. Adopt Resolution No. 23-___, confirming the diagram and assessments for the annual levy of Landscape Maintenance District No. 1 for FY 2023-2024.

EXECUTIVE SUMMARY
A Public Hearing is required by the Landscape and Lighting Act of 1972 (AC T) to consider all written statements and to afford all interested persons the opportunity to hear and be heard concerning the Landscape Maintenance District (LMD) assessments for the coming year. There have been no written comments made or filed as of the writing of this report. At the conclusion of the Public Hearing, the Council will confirm the diagram and assessments in the Engineer’s Report, as presented or amended, in order to levy assessments on parcels in the LMD for the following fiscal year.

54 AGENDA ITEM NO. 12.

BACKGROUND
On July 15, 1985, Council adopted Resolution No. 85-78, forming the City of Clovis Landscape Maintenance District No. 1 in accordance with the Landscaping and Lighting Act of 1972, approved by the California State Legislature. The purpose of the District is to fund the operation and maintenance of landscaped areas and parks benefiting development throughout the City.

The yearly assessments established for all properties within the District provide funding for the City's cost for operation, maint enance, and related services. The required operation and maintenance include mowing, edging, fertilizing, weed control, irrigation systems, pruning, plant replacement, lighting, and a depreciation fund to periodically replace picnic area amenities, playground equipment, and other items such as neighborhood monuments. The assessments are collected by the County as a special assessment on the property tax bills.

On May 1, 2023, Council approved the Preliminary Engineer’s Report and adopted Resolution No. 23- 28, which declares the City’s intention to levy and collect the annual assessments for Landscape Maintenance District No. 1, and gives notice of Public Hearing. The Notice was published in The Business Journal on May 5, 2023. At this time, the Council i s to consider all oral and written statements, make any changes to the Engineer’s Report, and adopt the Resolution to levy assessments for FY 2023-2024.

Thirteen Assessment Zones will receive a rate increase, thirty Assessment Zones will receive no rate change, and one Assessment Zone is new in fiscal 2022 -2023 and will be assessed at its initial calculated rate.

As required by the ACT, the Engineer’s Report for Landscape District No. 1 is on file with the City Clerk and includes the following:

 A full and detailed description of the improvements;
 A description of the assessable lots and parcels of land within the LMD;  A diagram for the Landscape Maintenance District No. 1 showing the exterior boundaries and the boundaries of any zones within the LMD;  The estimated costs of the improvements; and
 The proposed assessments.

FISCAL IMPACT
Approval of the Engineer’s Report will provide the necessary funding for the Landscape Maintenance District No. 1 to continue the operation and maintenance of landscaped ar eas benefiting development throughout the City for the next fiscal year.

REASON FOR RECOMMENDATION
The resolution confirming the diagram and assessments in the Engineer’s Report is required annually by the Landscaping and Lighting Act of 1972. Adoption of the Resolution establishes the levy of assessments in the amount specified in the Engineer’s Report for each parcel for the coming fiscal year.

55 AGENDA ITEM NO. 12.

ACTIONS FOLLOWING APPROVAL

1. The Engineer’s Report, as amended and approved by Council, will be recorded with t he Fresno County Recorder’s Office and filed with the Fresno County Auditor-Controller.

2. The assessments will be collected with the property taxes.

Prepared by: Eric Aller, Parks Manager

Reviewed by: City Manager JH
56 AGENDA ITEM NO. 12.

ATTACHMENT 1
RESOLUTION 23-__

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS CONFIRMING THE

DIAGRAM AND ASSESSMENTS IN THE ENGINEER'S REPORT FOR THE ANNUAL LEVY, 2023-2024 LANDSCAPE MAINTENANCE DISTRICT NO. 1

WHEREAS, on May 1, 2023, pursuant to Part 2 of Division 15 of the Streets and Highways Code, the Landscaping and Lighting Act of 1972, the Council of the City of Clovis did adopt Resolution No. 23-28, a Resolution of Intention to Levy and Collect the Annual Assessment for Landscape Maintenance District No. 1 of the City of Clovis (herein “LMD No. 1”); and

WHEREAS, the Council did declare in said Resolution of Intention its intention to levy and collect the annual assessment for the maintenance and operation of the landscaping facilities in said LMD No. 1; and

WHEREAS, notice of the public hearing was given as provided by law.

NOW, THEREFORE, BE IT RESOLVED, by the City of Clovis as follows:

1. The Council determines that the territory within the LMD No. 1, whose boundaries are set forth in the Engineer's Report of the City of Clovis LMD No. 1 dated May 15, 2023, as amended and on file with the City Clerk of the City of Clovis, will be the territory benefited by the maintenance and servicing of the improvements described in said Engineer's Report.

2. The Public Hearing on said annual levy of assessments was held in accordance with law, and all persons filing protests or requesting to speak and who appeared were heard.

3. The Engineer's Report, and the assessment of the estimated costs of the improvements contained therein and each and every part of said report, as amended, is adopted and approved, and the assessments upon the land in the LMD No. 1, being found to be in proportion to the benefits to be received from the improvements, are finally approved an d confirmed as the assessments to pay the costs of each improvement and the expenses incidental thereto.

4. The Council hereby orders the levy of the assessments described in the Engineer's Report, as amended.

5. The subdivisions of land within the LMD No. 1 a re to be assessed to pay the costs of the landscape maintenance.

6. The City Clerk shall file the Engineer's Report and assessments, as confirmed, or a certified copy thereof with the Recorder of the County of Fresno. 57 AGENDA ITEM NO. 12.
* * * * *

The foregoing resoluti on was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on May 15, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: May 15, 2023

______________________________ ______________________________ Mayor City Clerk

58 AGENDA ITEM NO. 12.

HIGHLAND AVE

HERNDON AVE

FOWLER AVESHEPHERD AVE

BULLARD AVE

SIERRA AVE

SUNNYSIDE AVE LEONARD AVEDEWOLF AVE

BARSTOW AVE

LOCAN AVETEMPERANCE AVEPEACH AVEMINNEWAWA AVE ARMSTRONG AVE

NEES AVE

TEAGUE AVE

CLOVIS AVE

ALLUVIAL AVE

SHAW AVE

GETTYSBURG AVE

ASHLAN AVE
Source: Esri, Maxar, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AeroGRID, IGN, and the GIS User Community
LMD ZONES 1-3

GENERAL LANDSCAPING
2023/2024 ASSESSMENT CHANGES
NO ASSESSMENT CHANGES ZONES 1-3
µ
1 inch = 5,167 feet
ZONE 1
ZONE 2ZONE 3
ATTACHMENT 2
59 AGENDA ITEM NO. 12.

HIGHLAND AVE

HERNDON AVE

FOWLER AVESHEPHERD AVE

BULLARD AVE

SIERRA AVE

SUNNYSIDE AVE LEONARD AVEDEWOLF AVE

BARSTOW AVE

LOCAN AVETEMPERANCE AVEPEACH AVEMINNEWAWA AVE ARMSTRONG AVE

NEES AVE

TEAGUE AVE

CLOVIS AVE

ALLUVIAL AVE

SHAW AVE

GETTYSBURG AVE

ASHLAN AVE
Source: Esri, Maxar, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AeroGRID, IGN, and the GIS User Community
µ
1 inch = 5,167 feet
ZONE 4
ZONE 5ZONE 6
LMD ZONES 4-6
PARKS
2023/2024 ASSESSMENT CHANGES
NO ASSESSMENT CHANGES ZONES 4-6
60 AGENDA ITEM NO. 12.

HIGHLAND AVE

HERNDON AVE
FOW

LER AVE

SHEPHERD AVE

BULLARD AVE

SIERRA AVE

SUNNYSIDE AVE

LEONARD AVE
DEW

OLF AVE

BARSTOW AVE

LOCAN AVE
TEM

PERANCE AVE

PEACH AVE
M
INNEW
AW
A AVE
ARM

STRONG AVE

NEES AVE

TEAGUE AVE

CLOVIS AVE

ALLUVIAL AVE

SHAW AVE

GETTYSBURG AVE

ASHLAN AVE
Source: Esri, Maxar, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AeroGRID, IGN, and the GIS User Community
LMD ZONES 7 - 49

NEIGHBORHOOD ENHANCEMENTS
2023/2024 ASSESSMENT CHANGES
µ
1 inch = 4,833 feet
13 0%30
0%
32 4.9%
10 0%
9 0%
8 0%
15 0%
22 0%
27 5.2%
29 5.7%
28 0%
18 0%
12 0%
19 0%
33 5%
25 0%
26 0%
7 2.9%
21 0%
39 3.6%
24 0%
23 0%
36 5.6%
17 0%
14 0%
35 5.5%
16 0%
20 0%
37 3.6%
31 2.8%
34 0%
38 0%
Assessment Changes No Change IncreaseDecrease
41 5.5%
40 1.6%
44 0%
43 1.3%
42 0%
45 0%
47 0%
46 0%
48 0%
49 0%
61 AGENDA ITEM NO. 12.

HIGHLAND AVE

HERNDON AVE
FOW

LER AVE

SHEPHERD AVE

BULLARD AVE

SIERRA AVE

SUNNYSIDE AVE

LEONARD AVE
DEW

OLF AVE

BARSTOW AVE

LOCAN AVE
TEM

PERANCE AVE

PEACH AVE
M
INNEW
AW
A AVE
ARM

STRONG AVE

NEES AVE

TEAGUE AVE

CLOVIS AVE

ALLUVIAL AVE

SHAW AVE

GETTYSBURG AVE

ASHLAN AVE
Source: Esri, Maxar, GeoEye, Earthstar Geographics, CNES/Airbus DS, USDA, USGS, AeroGRID, IGN, and the GIS User Community

LMD ZONES SOUTHEAST AND NORTHWEST
2023/2024 ASSESSMENT CHANGES

NO ASSESSMENT CHANGE ZONES SE AND NW
µ
1 inch = 5,208 feet

ZONE SE

ZONE NW
62 AGENDA ITEM NO. 12.

TO: Mayor and City Council
FROM: Planning and Development Services
DATE: May 15, 2023
SUBJECT: Consider items associated with approximately 500 acres of land located within the area generally bound by Shepherd Avenue on the south, Willow Avenue on the west, the Enterprise Canal on the north and the Peach Avenue alignment on the east. City of Clovis, applicant. a. Consider Introduction – Ord. 23 -___, R2023 -003, A reques t to establish prezoning classifications for approximately 333 acres of property and to modify prezoning classifications on approximately 35 acres within the overall 500 acre project area. City of Clovis, applicant.

b. Consider Approval - Res. 23-___, RO309, A Resolution of Application for the annexation of approximately 500 acres into the Clovis City limits.

Staff: Dave Merchen, City Planner
Recommendation: Approve

ATTACHMENTS: 1. Ord. 2023-__, Prezoning Ordinance

2. Res. 2023-__, Resolution of Application for Annexation

3. Prezoning Map

4. Prezone and Parcel Details

5. Annexation FAQs

6. U-C Preliminary Master Plan

7. Specific Service Plan

8. Agency Comments

CONFLICT OF INTEREST
Chad McCollum owns property within 950 feet of this project and has not participated in the preparation or analysis of this project.

Councilmembers should consider recusal if a campaign contribution exceeding $250 has been received from the project proponent (developer, applicant, agent, and/ or participants) since January 1, 2023 (Government Code 84308).

63 AGENDA ITEM NO. 13.

RECOMMENDATION
Staff recommends that the City Council introduce the ordinance prezoning the subject properties and approve a Resolution of Application for the annexation of the Project area.

EXECUTIVE SUMMARY
At its March 6, 2023, meeting, the City Council initiated the subject prezoning and authorized staff to prepare an annexation application for the Project area , which is comprised of approximately 500 acres generally bound by Shepherd Avenue on the south, Willow Avenue on the west, the Enterprise Canal on the north, and the Peach Avenue alignment on the east. The Project boundary contains properties designated for residential development that are important in helping the City to meet state housing requirements. These properties must be annexed into the City by the end of calendar year 2023 to meet the state’s requirements. Prior to being annexed into the City of Clovis, all properties must be prezoned by the City to establish the land use and development standards that will be applied after the properties are incorporated into the City limits. The proposed prezoning is consistent with the underlying Clovis General Plan land use designations and no changes to the type, density, or intensity of land uses are proposed.

BACKGROUND
 General Plan Designations: Mixed Use Village, Mixed Use Business Campus, Water, Park, High Density Residential, Medium
Density Residential
 Specific Plan/Master Plan: Heritage Grove Design Guidelines  Existing Zoning: Fresno County AE-20 (Exclusive Agricultural) and CM (Commercial and Light Manufacturing)
 Project Area: ±500 acres
 Current Land Use: Agricultural, undeveloped, rural residential, mini- storage
 Adjacent Land Uses:
o North: Agricultural, undeveloped, rural residential, church o South: Undeveloped (mixed-use project approved but not yet constructed)
o East: Agricultural, undeveloped, rural residential
o West: Residential, Clovis Community College, Clovis North High School

PROPOSAL AND ANALYSIS
The City has been working with various property owners and developers for several years on plans to annex and develop property in Heritage Grove as envisioned by the City’s General Plan and the Heritage Grove Design Guidelines. Based on those plans, several sites along the Willow Avenue corridor north of Shepherd Avenue have been identified as having the potential to help the City meet state housing requirements in the upcoming Sixth Cycle Housing Element. These properties must be annexed into the City by the end of calendar year 2023 to meet the State’s requirements. Although the City was already working on annexing this area in conjunction with developer-based projects, a City -initiated process is necessary to meet the required year -end deadline.

64 AGENDA ITEM NO. 13.

As illustrated in Figure 1 below, the proposed Project area encompasses approximately 500 acres and is generally bound by Shepherd Avenue on the south, Willow Avenue on the west, the Enterprise Canal on the north, and the Peach Avenue alignment on the east. The Project area includes approximately 26 parcels.

Figure 1
Project Location and Vicinity Map

65 AGENDA ITEM NO. 13.

Prezoning Request
Prior to being annexed into the City of Clovis, all properties must be prezoned by the City to establish the land use and development standards that will be applied after the properties are incorporated into the City limits. The proposed prezoning is consistent with the underlying Clovis General Plan land use designations and no chan ges to the type, density, or intensity of land uses are proposed. A map illustrating the proposed prezoning is included as Attachment 3.

Project Area

While the focus of the prezoning and annexation is on the parcels that will be the subject of future de velopment projects, the proposed boundary also includes several existing rural residential properties that will need to be brought into the City limits to form a cohesive, logical boundary. Attachment 4 provides information regarding each of the individual parcels included in the Project area. All parcels, regardless of size, are proposed to be prezoned in conformance with their current general plan designations. Property owners may continue to maintain their current, legally established land uses regardless of the prezoning classification. Attachment 5 addresses this topic and other frequently asked questions regarding annexations.

Prezoning of Properties North of Behymer Avenue

Properties within the P roject area north of Behymer Avenue are located within the Heritage Grove City Centers North and South Master Plan, which was adopted by the City in 2019. This process included the adoption of an ordinance prezoning all the properties within the Master Plan. The only change proposed to the prezoning north of Behymer at this time is to clarify that the zone district previously described in the Master Plan as “Mixed -Use Village” will actually be “UC - Urban Center”. This modification applies to approximately 35 acres of property. This is a technical change to better correspond to the terminology in the Clovis Development Code and no changes to the Master Plan, land use schedule, or development standards are proposed.

Properties South of Behymer Avenue

Properties south of Behymer Avenue, totaling approximately 333 acres, have not previously been the subject of a prezoning application. The proposed prezoning identifies zone districts that implement the current General Plan land use designations, as follows:

Current General Plan Designation Proposed Prezoning district High Density Residential R-3 (Multifamily High Density) Medium Density Residential R-2 (Multifamily Medium-High Density) Mixed-Use Business Campus U-C (Urban Center)
Mixed-Use Village U-C (Urban Center)
Water P-F (Public Facility)

66 AGENDA ITEM NO. 13.

The residential and public facility zone districts identified above are traditional zone districts where allowable uses and development standards are defined by the Clovis Development Code.

The U-C District is a mixed -use zone district that is intended to be applied within commercial village centers located in the City’s designated urban growth areas, including Heritage Grove.

Allowable uses include a customizable mix of residential, commercial, and other complementary and supporting facilities. A preliminary master plan describing the mix of uses and development standards that will be applied within the proposed Project area is included as Attachment 6.

The properties south of Behymer that are proposed to be prezoned to the U-C District fall within three categories:

 A 19 acre Darrel’s mini-storage property (already developed)  A 6.9 acre rural residential property that can be redeveloped in the future with commercial and/or residential uses
 Three parcels totaling approximately 210 acres owned by the Ricchiuti Family that are being master planned for mixed-use development

The preliminary master plan included with the proposed prezoning will recognize the existing Darrel’s mini -storage and allow development or redevelopment of the other properties to proceed upon annexation. With regard to the Ricchiuti family properties, the preliminary master plan will eventually be replaced by a more comprehensive plan that is being prepared by the primary owner in the area to further guide and streamline development.

Annexation Application
The annexation of the 500-acre Project area is proposed to help the City meet state housing requirements by bringing sites already designated for high density residential into the City limits.

No site-specific development applications within the Project area are currently pending.

However, significant interest in both residential and commercial development has been expressed. Any future projects within the Project area would be evaluated in accordance with City of Clovis standards and processes. The proposed annexation boundary has been discussed with both LAFCO and Fresno County staff, and no objections were identified. Fresno County has requested that the City accept responsibility for the maintenance of Willow Avenue right of way up to Copper Avenue in conjunction with the annexation. This topic is discussed in more detail below.

Annexation Statistics

 Annexation Boundary Acreage: 499.82 acres
 Parcels: A total of approximately 26 properties are included in the application, reflecting approximately 17 ownership entities. Parcel details are outlined in Attachment 4.  Registered Voters: There are approximately 40 registered voters within the annexation boundary. The annexation will be an inhabited annexation and is therefore subject to a protest hearing conducted by LAFCO. (Any annexation with 12 or more registered voters is considered “inhabited”.)
67 AGENDA ITEM NO. 13.
 Owner Consent: Though no owners are actively objecting to the annexation thus far, it is unlikely that 100 percent of the owners will provide consent forms. As noted above, because the annexation is inhabited, the property will be subject to a protest hearing.

Clovis Hills Community Church Property

Clovis Hills Community Church is located on a 40-acre parcel on the northeast corner of Willow and International Avenues, just north of the proposed annexation boundary. Clovis Hills Pastor Shawn Beaty requested that the 40-acre church site be included in the City’s annexation. The primary constraint on annexation and further development of the site is the uncertainty as to an available source of water. The property is located within the Garfield Water District and the City’s water supply requirements dictate the transfer of the property’s water allocation to the City in conjunction with development. Without such a transfer, the identified and planned -for water supply has not been secured to support development.

When the City Council initiated the prezoning and annexation process at its March 6th meeting, Council provided direction to staff as follows:

Plan for the inclusion of the Clovis Hills Church
site and the property north of the Enterprise Canal
on the southeast corner of Willow and
International Avenues to this annexation,
conditional upon an agreement for a water supply
from with the Garfield Water District to provide
water to the City of Clovis for the Clovis Hills
Church site.

The area that would need to be annexed to
include the Clovis Hills Church site is shown in
Figure 2. In addition to the church parcel, two
parcels south of International Avenue would
need to be included, both of which are currently
designated for park/trail development in the
future.

City staff met with Clovis Hills representatives on March 14, 2023, to discuss the water service provided to the church site, to provide background on the City’s water supply plans and agreements, and to outline what is needed to support annexation and fur ther development of the 40-acre church property. Staff encouraged the Clovis Hills representatives to meet with the Garfield Water District directly, which they occurred on May 3, 2023. Garfield Water did not agree to a transfer of water allocations to the City. A follow-up discussion between City, Clovis Hills, and a Garfield Water representative is being targeted for late May. Because this issue is unresolved, and no alternative strategies for a water source have been achieved, staff is unable 68 AGENDA ITEM NO. 13.
to recommend the inclusion of the Clovis Hills church site in the annexation boundary at this time. This does not mean the property cannot be annexed at a future date . When the water supply issue is addressed, the property can be annexed using the conventional process.

Fresno County and Willow Avenue Maintenance

The proposed annexation boundary includes all the Willow Avenue frontage between Shepherd Avenue and the Enterprise Canal, and the City will be responsible for maintaining the right of way and associate d street improvements upon annexation. While consulting with the County regarding the annexation boundary, County staff noted their intent to convey Willow Avenue right of way to the City all the way up to Copper Avenue in conjunction with the annexation. The area between the Enterprise Canal and Copper Avenue is outside of the Project area and not intended to be annexed at this time. The purpose of the conveyance is to shift maintenance responsibility from the County to the City. The County’s written com ments include the following condition of approval:

In order to avoid continued duplication of services, within a reasonable time prior to the recordation of the annexation, the City shall accept conveyances from the County for, or otherwise acquire, all r oad rights -of-way along N. Willow Avenue north of the proposed annexation boundary to and including the Willow/Copper Avenue intersection within the City’s Sphere of Influence.

Subsequent discussion between City and County staff resulted in a clarificati on that the City would accept the conveyance of right of way from the County up to the northern extent of the intersection at Copper and Willow Avenues. However, the County will retain responsibility for the traffic signals that remain in their jurisdictio n. The City is already responsible for the median island, curb, gutter, and streetlights in this area pursuant to an agreement for the Willow Avenue Improvement Project that was completed in 2020. Therefore, the County requirement outlined above would add pavement and striping between the Enterprise Canal and Copper Avenue to the set of improvements to be maintained by the City. Because the entire street section was constructed in 2020 and is in good condition, pavement maintenance is not expected to be a significant burden. For these reasons, staff does not object to the County’s requirement, and agreement to accept the conveyance of right of way has been incorporated into the proposed resolution.

Standard Conditions of Annexation: The City Council has established standard conditions which the City considers a baseline for most annexation projects that it considers. The City’s standard conditions for annexation are incorporated into the draft resolution, which reflect s and are consistent with the req uirements agreed to by the tax sharing agreement and to the timing of public services to the site. The conditions are satisfied by the development approvals granted separately for the site, and through LAFCo’s standard processing policies and guidelines.

69 AGENDA ITEM NO. 13.

Project Review and Public Comment

Review and Comments by Agencies

The Project was distributed to all City Divisions as well as outside agencies, including Caltrans, Clovis Unified School District, Fresno Irrigation District, Fresno Metropolitan Flood Control District, AT&T, PG&E, and the San Joaquin Valley Air Pollution Control District.

Comments received from interested agencies are included as Attachment 8. With the exception of the comment from the County of Fresno described above, c omment letters address issues that will apply in conjunction with future development in the Project area.

Public Outreach

An informational meeting was conducted on February 28, 2023 for property owners within the Project boundary to ask questions and provide initial feedback regarding the proposed prezoning and annexation. A total of 13 participants attended the meeting, representing 18 of the 26 parcels included in the Project boundary. No objections were noted regarding the prezoning.

Several questions were raised regarding City sewer and water connecti on requirements after annexation is completed. These questions generally came from the owners of smaller parcels where the existing rural residential home site will likely be retained for the foreseeable future.

Staff addressed some of these questions during the meeting and then followed up in March with specific responses to the owners that asked questions.

Planning Commission Consideration

The Planning Commission considered the proposed prezoning at its April 20, 2023, meeting and adopted a resolution recommending approval of the application with a 4 -0 vote, with Commissioner Bedsted absent. (Because the annexation is not subject to consideration by the Commission, the Commission is provided background regarding the annexation but does not take any ac tion on that part of the project. ) No questions or concerns regarding the proposed prezoning were presented by the Commission. Two owners included in the Project area spoke in favor of the proposal.

The owner of one of the existing rural residential pr operties within the Project area provided testimony to the Commission, expressing concern about how the proposed prezoning and annexation might affect his parcel. He acquired his 2.09 -acre parcel about two years ago, and it is designated for a future park. He questioned whether he would be required to sell his property or if his family could continue to live there as development proceeded around them. He also noted that he didn’t intend to have to sell the property so soon after purchasing it.

Staff explained that the land use pattern, including the existing park designation, was established with the 2014 General Plan and carried into the 2016 Heritage Grove Design Guidelines and the 2019 Heritage Grove City Centers Master Plan. The property can continue to be used as a single-family property indefinitely. There are no current plans for the City to acquire it, but the City could inquire about purchasing the property in the future. Both during and after the Planning 70 AGENDA ITEM NO. 13.

Commission meeting Staff invited the property owner to set up a time to discuss the matter further. No follow-up discussion was requested.

Public Notice

The City published notice of this public hearing in The Business Journal on Wednesday, May 3, 2023, and notices were mailed to property owners on May 1, 2023.

California Environmental Quality Act (CEQA)

The proposed Project has been found to be in substantial conformance with the environmental impact report (EIR) performed for the Clovis General Plan. Pursuant to CEQA Guidelines Section 15162, when an EIR has been adopted for a project, no subsequent EIR shall be prepared for that project unless the lead agency determines that there have been substantial changes to the project. The proposed Project is identifying zone districts that implement the current General Plan land use designations. The Project is a lso consistent with the Heritage Grove Specific Plan and is exempt from further environmental review pursuant to Section 15182 of the CEQA Guidelines. Therefore, the proposed Project is not proposing substantial changes to the adopted EIR and no further environmental review is required for this Project.

FISCAL IMPACT
As City-initiated applications, processing costs associated with the prezoning and annexation have been paid by the City. LAFCO and State Board of Equalization fees will also be required to file and complete the annexation process. Costs associated with the Project will total approximately $140,000. These are costs that typically paid by property owners and developers in conjunction with development applications. Staff recommend s that a me chanism be established to collect each parcel’s fair share of these costs in conjunction with the development of site-specific projects. The fee would be approximately $292 per acre. Unless otherwise directed, Staff will bring a separate item back to the Council to establish an appropriate fee.

A summary of property tax revenues before and after the annexation is presented below.

Assessed Value:

Land only: $ 19,854,523 Improvements: $ 8,876,526
Improvement value is 45% of land value (Undeveloped)

Estimated Tax Share:

Before After
County: $95,100 $ 79,664
City: $0 $ 46,787
Fresno County Fire Protection District $ 29,943 $0
Kings River Conservation District $1,408 $0

Note: The County will also receive the cash equivalent of 8% of the City’s sales/use tax for this area.
71 AGENDA ITEM NO. 13.

REASON FOR RECOMMENDATION
The proposed prezoning and annexation are consistent with the goals and policies of the General Plan, the Heritage Grove Design Guidelines, the Heritage Grove City Centers Master Plan, and the Clovis Municipal Code. The Project boundary contains properties designated for residential development that are important in helping the City to meet State housing requirements. These parcels have been incorporated into the draft housing sites inventory for the Sixth Cycle Housing Element. However, the parcels must be within the City limits by the end of 2023. Although the City has been working with various property owners and developers for several years on plans to annex and develop property along the Willow Avenue corridor as envisioned by the City’s General Plan and the Heritage Grove Design Guidelines, a City initiated prezoning and annexation process is necessary to meet the required timeline.

Findings - Rezone R2023-003

1. The proposed amendment is consistent with the goals, policies, and actions of the General Plan

The 2014 Clovis General Plan identifies three areas as Urban Centers to focus where outward growth may occur and to ensure that such growth is high quality, fiscally sustainable, balanced, and helps implement the General Plan’s goals and policies.

The Project area is located within the Northwest Urban Center, relabeled and branded as Heritage Grove. The proposed prezoning implements the land plan adopted in conjunction with the 2014 General Plan and facilitates the annexation and development of the Project site as envisioned by the General Plan and the Heritage Grove Design Guidelines.

2. The proposed amendment would not be detrimental to the public interest, health, safety, convenience, or general welfare of the City.

The Project proposes to prezone propert y in conformance with the 2014 General Plan, with no changes to allowable uses, intensity, or density of the affected land, and therefore the City has determined that the Project is not detrimental to the public interest, health, safety, convenience, or general welfare of the City. During review of the Project, agencies and City departments had the opportunity to review the Project to ensure consistency with City codes and regulations. Further, the Project would be adequately served by water and sewer.

3. The proposed amendment is internally consistent with other applicable provisions of the Development Code.

The Project proposes to establish zoning that will be applicable to the subject property upon annexation into the City limits. Development will be consistent with the applicable zoning. No conflicts with any provision of the Development Code have been identified.

72 AGENDA ITEM NO. 13.

4. The property is physically suitable (including absence of physical constraints, access, compatibility with adjoining land uses, and provision of utilities) for the requested/anticipated Project.

ACTIONS FOLLOWING APPROVAL
A second reading of the prezoning ordinance will be scheduled for the June 5, 2023, City Council meeting. Staff will file the annexation application with LAFCO as soon as all required application materials have been assembled.

Prepared by: Dave Merchen, City Planner

Reviewed by: City Manager JH
73 AGENDA ITEM NO. 13.

Attachment 1
ORDINANCE 23-___

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CLOVIS ESTABLISHING PREZONING CLASSIFICATIONS FOR APPROXIMATELY 333 ACRES OF PROPERTY TO THE R-2 (MULTIFAMILY MEDIUM-HIGH DENSITY), R-3 (MULTIFAMILY HIGH DENSITY),

U-C (URBAN CENTER), AND P-F (PUBLIC FACILITY) ZONE DISTRICTS, AND MODIFYING PREZONING CLASSIFICATIONS ON APPROXIMATELY 35 ACRES FROM

MU-V(MIXED USE VILLAGE) TO U-C (URBAN CENTER), WITHIN AN OVERALL PROJECT BOUNDARY OF APPROXIMATELY 500 ACRES GENERALLY BOUND ON THE SOUTH BY

SHEPHERD AVENUE, ON THE WEST BY WILLOW AVENUE, ON THE NORTH BY THE

ENTERPRISE CANAL, AND ON THE EAST BY THE PEACH AVENUE ALIGNMENT AND

FINDING THAT THE PROJECT IS EXEMPT FROM FURTHER ENVIRONMENTAL REVIEW UNDER SECTIONS 15162 AND 15182 OF THE CALIFORNIA ENVIRONMENTAL QUALITY

ACT GUIDELINES

LEGAL DESCRIPTION:

See Attachment A

WHEREAS, at its March 6, 2023 meeting, the City Council of the City of Clovis adopted a resolution initiating Rezone 2023 -003, a prezoning of property within an area encompassing approximately 500 acres generally bound by Shepherd Avenue on the south, Willow Avenue on the west, the Enterprise Canal on the north and the Peach Avenue alignment on the east (“Project area”); and

WHEREAS, several properties within the Project area have been identified as having the potential to help the City meet state housing requirements in the upcoming Sixth Cycle Housing Element; and

WHEREAS, properties within the Project area need to be annexed before the end of calendar year 2023 to be counted in the City’s housing sites inventory; and

WHEREAS, prior to being annexed, all properties must be prezoned by the City in conformance with the underlying Clovis General Plan land use designations to establish the land use and development standards that will be applied after the properties are incorporated into the City limits; and

WHEREAS, properties with the Project area north of Behymer Avenue were previously prezoned in conjunction with the City’s approval of the Heritage Grove City Centers North and South Master Plan in 2019; and

WHEREAS, City has identified the need to clarify that the prezoning classification for approximately 35 acres of property identified with the City Centers North and South Master Plan as being the MU-V (Mixed Use Village) zone district should be instead be prezoned to the U-C (Urban Center) zone district to better correspond to the terminology in the Clovis Development Code; and

74 AGENDA ITEM NO. 13.

WHEREAS, properties within the Project area south of Behymer Avenue, consisting of approximately 333 acres, have not been the subject of a previous prezoning application and are proposed to be prezoned in conformance with the Clovis General Plan; and

WHEREAS, the City has determined that the proposed prezoning application is consistent with the Clovis General Plan, the Heritage Grove Design Guidelines, and the Heritage Grove City Centers North and South Master Plan; and

WHEREAS, the Planning Commission held a noticed Public Hearing on April 20, 2023 to consider the Project, at which time interested persons were given opportunity to comment on the Project; and

WHEREAS, the Planning Commission voted and recommended that the Council approve R2023-003; and

WHEREAS, the Planning Commission’s recommendations were forwarded to the City Council for consideration; and

WHEREAS, the City published notice of the public hearing in the Fresno Business Journal on May 3, 2023, mailed public notices to property owners within 600 feet of the Property on May 1, 2023, more than ten (10) days prior to the City Council hearing, and otherwise posted notice of the public hearing according to applicable law; and

WHEREAS, a duly noticed public hearing was held on May 15, 2023; and

WHEREAS, the City Council considered the CEQA analysis outlined in the staff report and elsewhere in the Administrative Record which determines that the Project is exempt from further environmental analysis pursuant to CEQA Guidelines Sections 15162 and 15182; and

WHEREAS, the City Council has had an opportunity to review and consider the entire Administrative Record relating to the Project, which is on file with the Department, and reviewed and considered those portions of the Administrative Record determined to be necessary to make an informed decision, including, but not necessarily limited to, the staff report, the written materials submitted with the request, and the verbal and written testimony and other evidence presented during the public hearing.

NOW, THEREFORE, BASED UPON THE ENTIRE RECORD OF THE PROCEEDINGS, THE CITY COUNCIL FINDS AS FOLLOWS:

1. The proposed Project is consistent with the goals, policies, and actions of the General Plan, the Heritage Grove Design Guidelines, and the Heritage Grove City Centers North and South Master Plan.

2. The proposed rezone would not be detrimental to the public interest, health, safety, convenience, or general welfare of the City.

3. The Property is physically suitable (including absence of physical constra ints, access, compatibility with adjoining land uses, and provision of utilities) for the requested zoning designation and development of the Project. 75 AGENDA ITEM NO. 13.

4. The City Council finds that no additional environmental review is required for the Project pursuant to California Environmental Quality Act (CEQA) Guidelines Sections 15162 and 15182.

5. The basis and evidence for the findings are detailed in the May 15, 2023 staff report and staff presentation addressing the Project during the May 15, 2023 public hearing, bot h of which are hereby incorporated by reference, the entire Administrative Record, as well as the evidence and comments presented during the public hearing.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF CLOVIS DOES ORDAIN AS FOLLOWS:

SECTION 1: The Official Map of the City is amended in accordance with Section 9.08.020 and Chapter 9.86 of the Clovis Municipal Code by reclassification of certain land in the City of Clovis, County of Fresno, State of California, to wit:

LEGAL DESCRIPTION:

See the attached Attachment A.

From City Unclassified (Fresno County AE-20 and CM) to R-2, R-3, U-C, and P-F; and

From the previously established Prezone District MU-V to U-C.

The U-C Prezone Preliminary Master Plan is hereby approved.

SECTION 2: This Ordinance shall go into effect and be in full force from and after thirty (30) days after its final passage and adoption.

APPROVED: May 15, 2023

___________________________________ __________________________________ Mayor City Clerk

* * * * * * * * * *

The foregoing Ordinance was introduced at a regular meeting of the City Council held on May 15, 2023, and was adopted at a regular meeting of said Council held on June 5, 2023, by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: June 5, 2023

___________________________________
City Clerk
76 AGENDA ITEM NO. 13.

Attachment A
Legal Description

From City Unclassified to R-3 (Multi-Family High Density) Zone District

The Northeast Quarter of the Northwest Quarter of Section 19, Township 12 South, Range 21 East, Mount Diablo Base and Meridian, in the County of Fresno, State of California.

From City Unclassified to R-2 (Multi-Family Medium Density) Zone District

The Southeast Quarter of the Northwest Quarter of Section 19, Township 12 Sou th, Range 21 East, Mount Diablo Base and Meridian, in the County of Fresno, State of California.

From City Unclassified to U-C (Urban Center) Zone District

The Southwest Quarter of Section 19, the Northwest Quarter of the Northwest Quarter of Section 19, and the Southwest Quarter of the Northwest Quarter of Section 19, Township 12 South, Range 21 East, Mount Diablo Base and Meridian, in the County of Fresno, State of California.

Excepting therefrom, the parcel granted to Fresno Metropolitan Flood Control District per the Grant Deed recorded May 22, 1995, as Document No. 95061613, Official Records Fresno County.

Also excepting therefrom, the parcel granted to Fresno Metropolitan Flood Control District per the Grant Deed recorded October 31, 1996, as Docum ent No. 96146859, Official Records Fresno County.

Also excepting therefrom, the parcel granted to Fresno Metropolitan Flood Control District per the Grant Deed recorded August 10, 1997, as Document No. 97098034, Official Records Fresno County.

Also excepting therefrom, the parcel granted to Fresno Metropolitan Flood Control District per the Grant Deed recorded September 4, 1997, as Document No. 97114761, Official Records Fresno County.

From City Unclassified to P-F (Public Facility) Zone District

Those portions of the parcels granted to Fresno Metropolitan Flood Control District, per Grant Deeds recorded May 22, 1995, as Document No. 95061613, Official Records Fresno County, recorded October 31, 1996, as Document No. 96146859, Official Records Fresno Cou nty, recorded August 10, 1997, as Document No. 97098034, Official Records Fresno County, and recorded September 4, 1997, as Document No. 97114761, Official Records Fresno County, situated in Northwest Quarter of Section 19, Township 12 South, Range 21 East , Mount Diablo Base and Meridian, in the County of Fresno, State of California.

77 AGENDA ITEM NO. 13.

From City MU-V (Mixed Use Village) to U-C (Urban Center) Zone District

Heritage Grove City Centers North and South Master Plan – Planning Area 1

The South 5 82.34 feet of the fractional Northwest quarter of the Southwest quarter of Section 18, Township 12 South, Range 21 East, Mount Diablo Base and Meridian, in the County of Fresno, State of California, according to the United States Government Township Plat approved by the Surveyor General on June 21, 1856.

Heritage Grove City Centers North and South Master Plan – Planning Area 4

That portion of the fractional Northeast quarter of the Southwest quarter of Section 18, Township 12 South, Range 21 East, Mount Diablo Base and Meridian, In the County of Fresno, State of California, according to the United States Government Township Plat approved by the Surveyor General on June 21, 1856, lying South of the Enterprise Canal.

Excepting therefrom the South 297.50 feet of the East 349 feet of the West 954.50 feet of the fractional Northeast quarter of the Southwest quarter of said Section 18.

Also excepting therefrom the South 60.50 feet lying East of a line parallel with and 954.50 feet East of the West line of the Northeast quarter of the Southwest quarter of said Section 18.

Also excepting therefrom the West 780 feet lying 542.24 feet North of the South line of the fractional Northeast quarter of the Southwest quarter of said Section 18.

Also excepting therefrom that portion described as follows: Beginning at the Southwest comer of the Northeast quarter of the Southwest quarter of said Section 18, thence North 00°04'19" West a distance of 197.54 feet; thence South 88°53'36" East, a distance of67.00 feet to the beginning of a 515.00 foot radius tangent curve concave to the South; thence Easterly, along said curve, through a central angle of29°53'22" an arc distance of268.66 feet, to the beginning of a 515.00 foot radius reverse curve, concave to the North, a radial to sa id beginning bears South 30°59'46" West; thence Easterly, along said curve, through a central angle of 29°53'22" an arc distance of 268.66 feet; thence South 88°53'36" East, a distance of28.17 feet to a point being 605.50 feet East of the West line of the Northeast quarter of the Southwest quarter of said Section 18; thence South 00°04'19" East, parallel with and 605.50 feet East of the West line of the Northeast quarter of the Southwest quarter of said Section 18, a distance of 60.51 feet to the South line of the Northeast quarter of the Southwest quarter of said Section 18; thence North 88°53'36" West, along the South line of the Northeast quarter of the Southwest quarter of said Section 18, a distance of 605.63 feet to the Point of Beginning.

Together with the West 44.50 feet of the Northwest quarter of the Southeast quarter of said Section 18, lying South of the Enterprise Canal, excepting therefrom the South 60.50 feet thereof.
78 AGENDA ITEM NO. 13.

Attachment 2
RESOLUTION 23-___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS MAKING

APPLICATION TO THE FRESNO LOCAL AGENCY FORMATION COMMISSION AND

REQUESTING THE COMMISSION TO TAKE PROCEEDINGS FOR THE SHEPHERD-

WILLOW NORTHEAST REORGANIZATION

WHEREAS, the City of Clovis desires to initiate proceedings pursuant to the Cortese-Knox- Hertzberg Local Government Reorganization Act of 2000, Division 3, commencing with Section 56000 of the California Government Code, for the reorganization; and

WHEREAS, the specific changes of organization requested are annexation to the City of Clovis and detachment from the Fresno County Fire Protection District and the Kings River Conservation District; and

WHEREAS, the territory proposed to be reorganized is inhabited, and on this day contains approximately 40 registered voters, according to information received from the County Election Officer; and

WHEREAS, a description of the boundaries of the territory is set forth in Attachment A attached hereto and by this reference incorporated herein; and

WHEREAS, this proposal is consistent with the sphere of influence of the Cit y of Clovis; and

WHEREAS, the proposal complies with the terms and standards of the tax sharing agreement between the City of Clovis and the County of Fresno; and

WHEREAS, on May 15 , 202 3, the City Council determined that the Shepherd-Willow Northeast Reorganization is exempt from further environmental analysis pursuant to Sections 15162 and 15182 of the California Environmental Quality Act Guidelines; and

WHEREAS, it is desired to provide that the proposed Shepherd-Willow Northeast Reorganization be subject to the following terms and conditions:

1. The regular assessment roll shall be utilized.

2. Each new development will be required to demonstrate adequate water availability and, if necessary, will be required to drill and test a well, and to connect it to the city water system.

3. Each new development will be required to obtain sewage capacity from the trunk sewer specified by the City Engineer.

4. The provisions of Article II, Annexation by City, as agreed between the City of Clovis and the County of Fresno pursuant to the June 6, 2017 , Memorandum of Understanding, as amended from time to time, regarding tax sharing shall apply. 79 AGENDA ITEM NO. 13.

5. Future development shall reimburse the City for any expense associated with the transition agreement for fire services with the Fresno County Fire Protection District that would apply to this proposal.

6. A "Right -to-Farm" covenant shall be recorded for each tract map or made a condition of each tract map.

7. Pursuant to Government Code Section 56663, the City shall consent to the annexation and waive its rights to a hearing.

8. Prior to recordation of a final map, parcel map, or site plan within the boundaries of the Shepherd -Willow Northeast Reorganization (“future project”), the property covered by the such project shall be included within or annexed to a Community Facilities District (CFD), established by the City for the provision of public facilities and services, for which proceedings have been consummated, and shall be subject to the special tax approved with the formation or annexation to the CFD.

The applicant and the property owner for any future project shall acknowledge and agree that if the project was not part of a CFD, the City might lack the financial resources to operate facilities and provide public services, such as police protection, fire protection, emergency medical services, parks and recreation services, street maintenance, and public transit. Absent the requirement for inclusion of the Project within a CFD, the City might not be able to make the finding that the project is consistent with the General Plan and relevant specific plans, and might not be able to make the findings supporting approval of the Project as required by the Subdivision Map Act and the California Environmental Quality Act, and the City might be required to deny the application for the project.

The owner/developer of any future project shall notify all potential lot buyers prior to sale that the project is a part of a Community Facilities District and shall inform potential buyers of the special tax amo unt. Said notification shall be in a manner approved by the City.

This requirement may be waived in the discretion of the City Council if, at the time of the approval, recordation, or filing of a future project , the City Council has determined that it is not necessary that the project be included in the CFD.

WHEREAS, the terms and conditions above are the sole responsibility of the City of Clovis to monitor and enforce. The Fresno Local Agency Formation Commission will not be required to enforce the aforesaid terms and conditions as a responsible agency; and

WHEREAS, the reason for this proposed reorganization is to provide municipal services, local controls, and logical growth to the unincorporated area of the County that is remote from County services and undergoing urban development; and

80 AGENDA ITEM NO. 13.

WHEREAS, this annexation p roposal is consistent with the City of Clovis’ General Plan land use diagram, the Heritage Grove Design Guidelines, and the Heritage Grove City Centers North and South Master Plan; and

WHEREAS, the City Council has reviewed and approved the master service plan for the subject change of organization.

NOW, THEREFORE, THE CITY COUNCIL RESOLVES AND FINDS AS FOLLOWS:

1. The annexation of property within the boundaries set forth in Attachment A is within and consistent with the Heritage Grove Design Guidelines, and the Heritage Grove City Centers North and South Master Plan.

2. The annexation of property within the boundaries set forth in Attachment A is in compliance with the Standards of Annexation as identified in the Memorandum of Understanding between the City of Clovis and the County of Fresno which is commonly referred to as the Tax Sharing Agreement.

3. This Resolution of Application is hereby adopted and approved by the City Council of the City of Clovis, and the Fresno Local Agency Formation Commission is hereby requested to take proceedings for the reorganization of the territory as described in Attachment A , according to the terms and conditions stated above and in the manner provided by the Cortese -Knox-Hertzberg Local Government Reorganization Act of 2000.

4. Upon recordation of the annexation, City shall accept the conveyance of Willow Avenue right of way from the County of Fresno between the northern limits of the annexation boundary to the northern extents of the intersection at Copper and Willow Avenues. The County will retain responsibility for the traffic signals that remain in their jurisdiction.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on May 15, 2023, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: May 15, 2023

______________________________ ______________________________ Mayor City Clerk
81 AGENDA ITEM NO. 13.

ATTACHMENT A

LEGAL DESCRIPTION
REORGANIZATION RO309 – SHEPHERD WILLOW NORTHEAST REORGANIZATION

TO BE ANNEXED TO THE CITY OF CLOVIS AND

DETACHED FROM THE FRESNO COUNTY FIRE DISTRICT AND FROM THE KINGS

RIVER CONSERVATION DISTRICT

Area to be detached from the Fresno County Fire Protection District and Kings River Conservation District and Annexed to the City of Clovis.

That portion of the Southwest Quarter of Section 19, the Northwest Quarter of Section 19, and the Southwest Quarter of Section 18, Township 12 South, Range 21 East, Mount Diablo Base and Meridian, in the County of Fresno, State of California, described as follows;

Beginning at the Southwest Corner of said Southwest Quarter of Section 19, said point being on the City Limit Line of the City of Clovis, thence

1) North 0º05’39” West along the West Line of said Southwest Quarter of Section 19, a distance of 2633.15 feet to the Northwest Corner of said Southwest Quarter of Section 19; thence
2) North 0º05’11” West along the West Line of said Northwest Quarter of Section 19, a distance of 2662.50 feet to the Northwest Corner of said Northwest Quarter of Section 19; thence
3) North 0º06’01” West along the West Line of said Southwest Quarter of Section 18, a distance of 2428.26 feet more or less to the intersection with the centerline of the Enterprise Canal; thence
4) Along said centerline of the Enterprise Canal South 89º08’44” East, 705.24 feet; thence along said centerline of the Enterprise Canal the following courses:
5) North 85º43’49” East, 112.03 feet; thence
6) North 78º07’42” East, 221.06 feet; thence
7) North 86º29’03” East, 30.78 feet; thence
8) North 90º00’00” East, 72.44 feet; thence
9) South 82º17’55” East, 266.74 feet; thence
10) South 83º40’02” East, 442.05 feet; thence
11) South 78º18’11” East, 230.04 feet; thence
12) South 68º44’03” East, 277.61 feet; thence
82 AGENDA ITEM NO. 13.
13) South 63º16’01” East, 117.71 feet; thence
14) South 51º32’43” East, 150.43 feet; thence
15) South 55º27’06” East, 85.56 feet; thence
16) South 58º24’45” East, 95.96 feet; thence
17) South 52º08’38” East, 166.91 feet to the East Line of said Southwest Quarter of Section 18; thence
18) South 0º02’36” East along the East Line said Southwest Quarter of Section 18, a distance of 1943.35 feet to the Southeast Corner of said Southwest Quarter of Section 18; thence
19) South 0º08’28” East along the East Line of said Northwest Quarter of Section 19, a distance of 2656.68 feet to the Southeast Corner of said Northwest Quarter of Section 19; thence
20) South 0º08’42” East along the East Line of said Southwest Quarter of Section 19, a distance of 2654.36 feet to the Southeast Corner of said Southwest Quarter of Section 19, said point also being on the City Limit Line of the City of Clovis; thence 21) North 89º17’45” West along the South Line of said Southwest Quarter of Section 19 and said City Limit Line, 2833.26 feet to the Southwest Corner of said Southwest Quarter of Section 19 and the Point of Beginning.
83 AGENDA ITEM NO. 13.
0' 750' 1000'500'250'

SHEPHERD-WILLOW NORTHEAST REOGANIZATION
Attachment 2A
84 AGENDA ITEM NO. 13.
0' 750' 1000'500'250'Attachment 2A

SHEPHERD-WILLOW NORTHEAST REOGANIZATION
85 AGENDA ITEM NO. 13.
0' 750' 1000'500'250'

SHEPHERD-WILLOW NORTHEAST REOGANIZATION
86 AGENDA ITEM NO. 13.

Prezoning Districts
R-2 (Multifamily Medium-High Density)
R-3 (Multifamily High Density)
R-4 (Multifamily Very High Density )
U-C (Urban Center)
P-F (Public Facility - Park & Water)
P-C-C (Planned Commercial Center)
R2023-003 — Willow Avenue Corridor
Prezoning Map
Notes:
* Prezoning previously approved through Ord
2019-08
** Ord 2019-08 identified zoning as “Mixed Use
Village”. Zoning will be clarified as U-C (Urban
Center) to reflect zone districts established in the
development code.

Attachment 2
Attachment 3
87 AGENDA ITEM NO. 13.

WILLOW AVENUE CORRIDOR – PROJECT BOUNDARY & PARCEL DETAILS (Parcel Reference Numbers Correlate with Data on the Following Page)

Attachment 3
Attachment 4
88 AGENDA ITEM NO. 13.

Parcel Ref # APN Approx
Acres GP Designation Prezoning
(Preliminary) Owner Name
13 58007103 29.9 Mixed Use Village R-2, U-C (MU-V), PF, R- 4 SMITTCAMP WILLIAM S & LINDA L TRUSTEES
14 58007104 20.5 Mixed Use Village R-3, PF SMITTCAMP WILLIAM S & LINDA L TRS 15 58007113 19.7 Mixed Use Village R-3 INTERNATIONAL CHURCH OF THE 16 58007116 12.3 Mixed Use Village & Park R-4, P-F, P-C-C SMITTCAMP WILLIAM S & LINDA L TRUSTEES 17 58007132 8.4 Mixed Use Village U-C (MU-V) MAIN STREET PROMENADE LLC 18 58007134 8.4 Mixed Use Village U-C (MU-V) MAIN STREET PROMENADE LLC 19 58007140 4.8 Mixed Use Village P-C-C INTL CHURCH OF THE FOUR SQ GOSPEL 20 58007142 15.7 Mixed Use Village P-C-C INTL CHURCH OF THE FOUR SQ GOSPEL 25 58007138S 17.5 Mixed Use Village R-2 DE PRIMA NANCY TRUSTEE 28 58007105 1.8 Mixed Use Village & Park P-F GEORGE STANLEY C TRUSTEE 29 58007117 2.3 Mixed Use Village & Park P-F & P-C-C LACEY JON D 30 58007118 2.3 Mixed Use Village & Park P-F & P-C-C DIMAR 31 58007119 2.5 Mixed Use Village & Park P-F & P-C-C CALIFORNIA DEVELOPMENT CO LLC FBO 1 55601033 1.3 High Density Residential R-3 GROOM KENDALL TRUSTEE 2 55601034 2.1 High Density Residential R-3 HERBOLD JEANNETTE L 3 55601005S 0.0 High Density Residential R-3 CONTINENTAL TITLE COMPANY 4 55601006S 32.6 Med-High Density Resid R-2 PALOMATE PACKING CO INC 5 55601007S 6.9 Med-High Density Resid R-2 CONTINENTAL TITLE COMPANY 6 55601008S 3.1 Med-High Density Resid R-2 CONTINENTAL TITLE COMPANY 7 55601032 38.8 High Density Res & Park R-3 BEHYMER/MINNEWAWA LLC 8 55601017 18.9 Mixed Use Bus Campus U-C EASTBAK L P
9 55601037 18.0 Mixed Use Bus Campus U-C P R FARMS INC
10 55601039 18.6 Mixed Use Bus Campus U-C P R FARMS INC 11 55601041 6.9 Mixed Use Bus Campus U-C RUDD PATRICIA L TRS 21 55602029S 169.7 Mixed Use Village U-C RICCHIUTI VINCENT ANTHONY TRS 34 55601023ST 16.3 Water P-F FRESNO MET FLD CONT DIST
Properties North of Behymer - Master Planned and Prezoned in 2019 Through Ordinance 2019-908 Properties South of Behymer That Have Not Previously Been Prezoned 89 AGENDA ITEM NO. 13.

City of Clovis Annexation Frequently Asked Questions

1. I have large animals (horses and cattle). What happens to them after annexation? You can maintain animals as allowed under the zoning you had as a County resident. This right to keep and maintain farm animals and livestock on the property is only allowed for you as the owner at time of annexation. This right cannot be assigned to anoth er owner should the property be sold or transferred.

2. Do I have to connect to the city sewer line immediately? You are required to connect to the City’s sewer system within three years after it has been made available to your property. Until this occurs, you may continue to use and maintain the existing septic tank on the property. Responsibility for the use and maintenance of the system will still reside with you as the property owner and you must comply with Fresno County Environmental Health Department standards.

3. Can I replace my septic tank or do substantial work on the leach field once I am in the City of Clovis?
Repairs may be allowed in certain instances. Generally, a connection to the City’s public sewer system is required unless a deferment is granted by the City Engineer and Building Official under specific conditions as defined in the Municipal Code.

4. What does it cost to connect a house to the city sewer and does the city offer financing?
If you would like to co nnect to Clovis utility services following annexation, the City may provide you with financing for connection costs to the property line. For more information regarding septic/sewer connection requirements, you can contact Planning and Development Services, Engineering Department at 559-324-2350.

5. Can I keep my existing well and continue to use it after annexation to the City of Clovis?
As the owner, you may continue to use the existing well(s) on your property and defer connection to the Clovis water system. Use and maintenance of the system are your responsibility, and they must be kept in a condition consistent with Fresno County Environmental Health Department standards.

6. Is there a time in which I must connect the house to city water, what is the cost, and is there any financing available?
There is no defined time when you are required to connect to the City water system once your land has been annexed. If you would like to connect to Clovis utility services following annexation, the City may provide you with financing for connection costs to the property line. For more information regarding water connectivity and usage, please contact Planning and Development Services, Engineering Department (559) 324-2350.

P L A N N I N G & D E V E L O P M E N T
1 0 3 3 F I F T H S T R E E T • C L O V I S , C A 9 3 6 1 2 Attachment 4
Attachment 5
90 AGENDA ITEM NO. 13.

7. When connecting to city water, will I get a meter and how much will I pay? Yes, you will get a meter and the cost will be included with the connection fees. In addition to this fee, you will be charged $10 to set up a billing account with t he City. Water usage is billed with a base change and then a tiered usage rate.

8. If my well goes out, can I re-drill it to provide water for landscaping and irrigation? New wells are prohibited within the City unless approved by the City Engineer and Building Official under specific conditions as defined in the Municipal Code.

9. I now have trash service from a private contractor, can I keep my existing service and for how long?
You can change to City service immediately, or you can keep your exis ting franchised service provider for up to five years from the date of annexation . After that, you will be required to sign up for the City’s services.

10. Will my property taxes change after annexation?
It is our understanding under the rules the voters of California approved under Proposition 13, that annexation alone does not change your taxes. Additional improvements to your property in the City of Clovis or the County of Fresno may result in a change in your tax bill. For more information, contact the Fresno County Assessor at (559) 600-3534.

11. What happens to my street address after annexation? When your property is annexed into the City , you will receive a Change of Address Request. This will need to be filled out and sent to the Fresno County Assessor/Recorder’s office. Your new address information will be uploaded into the respective dispatch system for emergency response services.

12 I have a home-based business. What happens to it after annexation? In order to operate a home-based business within the City , you will need to apply for a Home Occupation Business License. You will need to complete the application and submit it along with a completed Business Registration and Tax Certificate Application to the City’s Finance Department. According to the Clovis Municipal Code, there are two tiers of home occupation permits, which have their own submittal fee. a. Small Home Occupation ($119.00 due at time of submittal) – A residence utilizing one room of a dwelling for business purposes. b. Large Home Occupation ($250.00 due at time of submittal) – The use of two or more rooms in a dwelling for business purposes. Permitted uses are Group Housing Situations in compliance with Article 6 of Chapter 9.4.110 of the Clovis Municipal Code.

Please reference the Clovis Municipal Code Chapter 9.58 for detailed information regarding the Clovis Home Occupation Permit requirements.

13. I have dogs, how much are city licenses?
The City of Clovis dog licenses are $ 5 a year for all dogs that are spayed/neutered and need to be renewed each year. Licenses for dogs that are not spayed or neutered are $25 per year and will also need to be renewed on as annual bases. Senior citizens can purchase licenses for their dogs regardless of their spay or neutering status at a rate of $5 per year. Licenses can be obtained by mail or visiting the City’s finan ce lobby or by stopping by the Animal Services building (by appointment only). Dog owners must present proof of spay or neuter as well as a current and valid rabies certificate to obtain a dog license.
91 AGENDA ITEM NO. 13.

14. I have access to Fresno Irrigation District (FID) water and my neighbors want to sell their property to subdivide, will I still be able to continue receiving my FID water? Yes, you will be able to continue receiving your FID water until your property is connected to the City’s water system. Upon connec tion, the water allocation you receive from FID shall be transferred to the City and the City will become the water provider.

15. My individual circumstances do not really fit any of the things we have discussed.

Can special arrangements be made?
City staff can be made available to discuss your specific circumstances. P lease contact the Long Range Planning section of Planning Division at (559)324 -2340 for more information or to set up a meeting.

Thank you for your interest in annexing to the City of Clovis. The City of Clovis strives to provide its citizens with superior service consistent with its vision statement, which is as follows:

A City that is committed to the Clovis Community Family, their needs, their values, and a quality way of life for all; reflecting that commitment in how it develops and in the activities it undertakes.

For more information, feel free to call the Planning Division at (559) 324-2340. 92 AGENDA ITEM NO. 13.

Planning
Area
Approx
Gross
Acres
Residential Retail Comm/
Office
Max
Density
Target
FAR
Target Floor
Area
Sq. Ft.

Target
FAR
Target Floor
Area
Sq. Ft.

VPA-01 Mixed Use Village 36 35% 55% 10% 43 1,567 0.25 218,257 0.5 79,366 VPA-02 Mixed Use Village 37 10% 85% 5% 43 1,578 0.25 339,621 0.5 39,955 VPA-04 Mixed Use Village 36 75% 15% 10% 43 1,553 0.25 58,986 0.5 78,648 VPA-05 Mixed Use Village 30 80% 10% 10% 43 1,296 0.25 32,812 0.5 65,623 VPA-03 Mixed Use Business Campus1 0% 90% 10% 25 36 0.25 13,819 0.5 3,071 VPA-31 Mixed Use Business Campus38 25% 19% 56% 25 962 0.2 63,662 0.34 318,980 PD-1 Mixed Use Business Campus19 0% 0 100% 0 0 0 0 N/A N/A PD-2 Mixed Use Business Campus7 25% 25% 50% 25 43 0.2 15,028 0.34 51,096 GP Designation Max DUs
Retail Commercial/Office

WILLOW CORRIDOR ANNEXATION

URBAN CENTER (U-C)PREZONE

PRELIMINARY MASTER PLAN
Attachment 5
Attachment 5
Attachment 6
Attachment 6
93 AGENDA ITEM NO. 13.

Permitted Uses1
VPA 01, VPA-02, VPA-04, VPA-05 VPA-03 and VPA-31
Residential Uses permitted in all residential districts Uses permitted in R-3 District Commercial Uses permitted in all commercial districts Uses Permitted in C-P District Industrial Uses permitted in all industrial districts (per the use schedule), excluding M-2
Uses permitted in all industrial districts (per the use schedule)
Special Purpose Uses permitted in all special purpose districts Uses permitted in all special purpose districts Building Intensity
All residential Per the residential district corresponding to the project density
Per the residential district corresponding to the
project density
Non Residential
Minimum Lot Size None required None required
Minimum Lot Width None required None required
Minimum Lot Depth None required None required
Maximum Lot Coverage None required None required
Maximum Height 50' 50'
Maximum FAR 4.0 4.0
Building Setbacks
All Residential Per the residential district corresponding to the project density
Per the residential district corresponding to the
project density
All Industrial Per the M-1 District Per the M-1 District All Commerial, Office & Other Per the C-2 District Per the C-2 District Parking Lot Setbacks
Arterial Highway 15' 15'
Internal Collectors 10' 10'
Internal Local Street 10' 10'
Private alley/driveway 5' 5'
Interior Property Line 5' 5'
Interior Property Line adjacent to
Residential Land Use 5' 5'
Parking Requirement
All Uses Per the Municipal Code Per the Municipal Code
Permitted Uses and Development Standards by Planning Area 94 AGENDA ITEM NO. 13.

Permitted Uses1 PD-12
PD-2
Residential Residential uses are limited to the caretaker units utilized in the operation of the existing mini-storage
The existing home and outbuildings directly related to the home shall be considered allowable uses.

Future uses are limited to those permitted in R-3 District Commercial Existing, legally established mini-storage facilities shall be considered allowed uses.

Future expansion in the size or intensity of the mini-storage or development of other commercial uses shall be in conformance with the C-2 District and all application sections of the Clovis Municipal Code.

Uses Permitted in C-P District
Industrial Uses permitted in all industrial districts, excluding M-2 Uses permitted in all industrial districts Special Purpose Uses permitted in all special purpose districts Uses permitted in all special purpose districts Building Intensity
All residential Per the residential district corresponding to the project density Per the residential district corresponding to the project density Non Residential
Minimum Lot Size None required None required
Minimum Lot Width None required None required
Minimum Lot Depth None required None required
Maximum Lot Coverage None required None required
Maximum Height 50' 50'
Maximum FAR 4.0 4.0
Building Setbacks
All Residential Per the residential district corresponding to the project density Per the residential district corresponding to the project density All Industrial N/A Per the M-1 District
All Commerial, Office & Other Per the C-2 District Per the C-2 District Parking Lot Setbacks
Arterial Highway 15' 15'
Internal Collectors 10' 10'
Internal Local Street 10' 10'
Private alley/driveway 5' 5'
Interior Property Line 5' 5'
Interior Property Line adjacent to
Residential Land Use
5' 5'
Parking Requirement
All Uses Per the Municipal Code Per the Municipal Code
Footnotes
1 2 Planning Area PD-1 consists of a single parcel, fully developed within an existing Darrel's Mini-storage business.

Where permitted uses refer to uses allowed in a zone district(s), the use schedule for the applicable district(s) shall apply, including any requirement for an administrative or conditional use permit.
95 AGENDA ITEM NO. 13.

SPECIFIC SERVICE PLAN

SHEPHERD-WILLOW NORTHEAST REORGANIZATION
REZONE 2023-003 & RO309
City of Clovis Shepherd-Willow Northeast Reorganization May 2023 Site Specific Service Plan

Attachment 7

P L A N N I N G & D E V E L O P M E N T
1 0 3 3 F I F T H S T R E E T • C L O V I S , C A 9 3 6 1 2

1.1 INTRODUCTION
A Site Specific Service Plan for providing services and improvements to land being annexed to the City is required by the Fresno Local Agency Formation Commission (LAFCo ). The site specific service plan provides assurance to LAFCo that newly annexed land to the City will be properly served as urban territory.

The service plan also provides information to property owners, districts and interesting parties who may have projects underway within the vicinity of the proposed annexation.

On March 6, 2023, The Clovis City Council adopted a resolution to initiate a prezoning of property within the area generally bound by Shepherd Avenue on the south, Willow Avenue on the west, t he Enterprise Canal on the north and the Peach Avenue alignment on the east and authorizing staff to prepare an annexation application for the same boundary.

On April 20, 2023, the Clovis P lanning Commission conducted a noticed public hearing and adopted a resolution recommending approval of the following application:
a. Rezone 2023-003, a request to establish prezoning classifications for approximately 333 acres of property and to modify prezoning classifications on approximately 35 acres within an overall project boundary of approximately 500 acres generally bound on south by Shepherd Avenue, on the west by Willow Avenue, on the north by the Enterprise Canal, and on the east by the Peach Avenue alignment.

On May 15, 2023, the Clovis City Council conducted a noticed public hearing and took action to approve the following prezoning and annexation projects:
a. Rezone 2023 -003, Introduction of an ordinance establishing prezoning classifications for approximately 333 acres of property and to modify prezoning classif ications on approximately 35 acres within an overall project boundary of approximately 500 acres generally bound on south by Shepherd Avenue, on the west by Willow Avenue, on the north by the Enterprise Canal, and on the east by the Peach Avenue alignment.
b. RO 309, Adoption of a resolution addressing Reorganization RO309, requesting the Fresno Local Agency Formation Commission (LAFCo) take proceedings for the reorganization of the territory known as the Shepherd-Willow Northeast Reorganization.

On June 5, 2023, the Clovis City Council conducted the second reading and adopted the prezoning ordinance for Rezone 2023-003.
96 AGENDA ITEM NO. 13.

SITE SPECIFIC SERVICE PLAN
City of Clovis Shepherd-Willow Northeast Reorganization May 2023 Site Specific Service Plan

1.2 SERVICES EXISTING OR PROPOSED

1. Community Water Service
The Water Master Plan Update, completed in 2017, by Provost & Pritchard Consulting Group, was prepared to support the 2014 Clovis General Plan, and the development plans therein. The plan examined the feasibility of continued growth in the greater Clovis area from a water resource perspective. This included a review of existin g and future demands for water from surface, groundwater, and reclaimed water . The study area corresponded with t he General Plan planning area. The 2015 Urban Water Management Plan updated the water supply and demand issues identified in the 2017 Master Plan.

The City and Tarpey Village have 37 domestic water wells to provide f or the needs of its residents. Some of these have wellhead treatment facilities to t reat contaminated groundwater. The wells discharge water into a distribution main grid, b ased on a minimum of 12 -inch mains, spaced at half -mile intervals. The present water storage facilities consist of one elevated tank and three ground level tanks. The total storage capacity is 7 million gallons.

The City began operations of the Surface Water Treatment Facility, located on the Enterprise Canal on the east side of Clovis, in 2004. Kings River water is supplied to the plant via Fresno Irrigation Dist rict’s (FID) Enterprise Canal. This 15 million gallon-per-day (MGD) plant allows Clovis to serve existing users and new growth areas, while lessening the demand on groundwater. In 2014, treatment capacity at the SWTF was increased to 22.5 MGD.

In 2009, the City began operation of the Water Reuse Facility (WRF) to treat wastewater from a porti on of the City’s growth areas. In 2012, the City began using recycled water from this facility to irrigate public landscapes. At build-out of the system, this facility will be able to produce 8.4 MGD of recycled water.

The strategy for future water supply is termed “conjunctive use” where multiple elements are used to provide a secure long-term supply. It includes using both groundwater and treated surface water to ensure a secure drought-resistant water supply with the flexibility to use surface and groundwater supplies in a cost and operationally-efficient manne r. This strategy is conducive to phased development that is critical to both community approval and existing operational constraints.

Water systems for newly developed areas, such as the project site, will be financed by development fees, assessment districts, a nd capital facilities funding. Additional surface water supplies for certain growth areas will be financed by the Water Supply development fee.

Land uses within the boundary of the Shepherd-Willow Northeast Reorganization are consistent with the Clovis General Plan, which is the basis for the City’s water system master plan. Specific conditions for improvements to the water system will be issued as development projects are proposed and approved.

2. Wastewater
The Fresno-Clovis Regional Wastewater Treatment Facility serves the Fresno and Clovis urban area from its location southwest of the two cities. The City of Clovis owns and maintains sewer lines within the City Sphere of Influence, with the exception of the Tarpey Village area, which is maintained by the City of Fresno.

The City operates the Water Reuse Facility which treats wastewater from a portion of the City and provides recycled water for use in public landscapes. This facility will be expanded as required to serve portions of the northwest and northeast growth areas. The City does not have sewer collection facilities constructed for the entire current Sphere of Influence at this time, but all areas have been master planned.

The Clovis Wastewater Master Plan Update in 2017 provided the City with a course of action with respect to wastewater service needs through the year 2035, in keeping with the Clovis General Plan. 97 AGENDA ITEM NO. 13.

SITE SPECIFIC SERVICE PLAN
City of Clovis Shepherd-Willow Northeast Reorganization May 2023 Site Specific Service Plan
Wastewater facilities for newly developed areas will be financed by development fees, assessment districts, and capital facilities funding.

Land uses within the boundary of the Shepherd-Willow Northeast Reorganization are consistent with the Clovis General Plan, which is the basis for the City’s wastewater master plan. Specific conditions for improvements to the sewer collection system will be issued as development projects are proposed and approved.

4. Solid Waste Collection
Refuse Collection collects and disposes of solid waste generated by residential and commercial customers located within the City. Private vendors, under City contract, collect waste from select commercial customers and recyclables and yard wastes from residential customers. For improved cost accounting and control, the Refuse Collection Unit is further organized into four sub -accounts identified as Administration, Residential, Commercial, and Community Cleanup.

Refuse Landfill conducts all operations ne cessary to landfill City refuse in accordance with county, st ate, and federal requirements. The Clovis landfill is an active Class III landfill which accepts municipal solid waste that is currently permitted through the year 2053.

Refuse Contracts provides refuse-related services to the community through contracts with private vendors.

These include refuse compactor and roll -off services for larger businesses, and residential curbside recycling, and greenwaste programs.

5. Fire Protection
The Fire Department employs two primary measures in determining service for the com munity and future development. The first measure is distribution. “Distribution” describes station locations that allow for a rapid first -due response deployment to mitigate fire and medical aid emergencies before they result in further life/property loss. Distribution is measured by how much of the jurisdiction is covered by first due units within our adopted response time goal of arrival within 5 minutes or less 90% of the time. The second term, “concentration” is a measure of how many multiple units are within sufficient proximity to provide the necessary tools, equipment and personnel, known as an effective response force, for a large scale incident or when another unit is assigned to a concurrent emergency. An initial effective response force is one that has been determined likely to stop the escalation of a fire emergency and bring it effectively under control.

In addition to these factors, Clovis Fire has conducted several sta tion location studies over the last ten years to ensure efficient and effective operations. Stations have generally been located in between 4.5 to 5 mile squares n ear major street intersections. Previous studies identified various station configurations that could serve City growth depending on the type of development and infrastr ucture planned for these areas. Currently, the Clovis Fire Department operates out of five fire stations located throughout the City.

In determining desired levels of resource concentration to maintain existing standards and to provide equal protection to future growth areas, the Clovis Fire Department analyzed the risk assessment, call volume, population, critical task analysis, and industry st andards. Depending on the factors pre viously noted, the number of units needed for an initial effective response force are dispatched as defined in the Critical Task Analysis document.

Consideration for community protection must also take into account utilization of Automatic Aid Agreements that provide the closest available resourc es, regardless of jurisdiction. Using software programs and data from neighboring jurisdictions, fire staff are able to analyze the concentration of units revealing detailed information regarding the deployment of resources necessary to provide an effective fire fighting force within defined response time goals for a geographic area neighboring other fire protection districts.

98 AGENDA ITEM NO. 13.

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City of Clovis Shepherd-Willow Northeast Reorganization May 2023 Site Specific Service Plan
The Emergency Services Bureau is responsible for providing the resources need ed by Fire D epartment staff who respond daily to requests for emergency and non-emergency services from the citizens of Clovis through four divisions: Operations, Support Services, Training, and Communications. The Operations Division activities include: responding to fires, first responder medical services, mutual/automatic aid, mapping, apparatus replacement, etc. The Training Division activities include coordination of recruitment, testing and training of new employees, in -service training for all Department employe es and coordinated use of the Fire Training Center. Support Services Division activities include: apparatus maintenance, facilities maintenance, station supplies, etc. The Communications Division has responsibility for coordinating dispatch services to the Fire Department. Fire dispatch services are provided via a contract with the Fresno County Emergency Medical Services Division. Dispatch services coordinate the emergency response of all City fire resources and mutual or automatic aid resources. The Department continues to promote sound planning, economic efficiency, and effective use of the City resources while providing essential and valuable services.

The Life Safety and Enforcement Bureau is responsible for providing community risk reduction activities through two divisions: Fire Prevention and Emergency Preparedness. The Fire Prevention Division assists local businesses and building development though activities such as inspections and plan review to ensure safe occupancies comply with fire codes, stan dards, and local ordinances. Additional risk reduction is performed through public education where citizens learn about actions they can take to reduce their fire risk and learn emergency preparedness skills that are essential during times of crisis. Withi n the Bureau, the Investigations team has the responsibility to investigate all fires for cause and origin, and enforce minimum standards to safeguard life, health, property, and public welfare.

The Emergency Preparedness Division has the responsibility f or preparing and carrying out emergency plans to protect property and the citizens of Clovis in case of actual or threatened conditions of disaster or extreme peril. This includes having an emergency plan in place, maintaining an Emergency Operations Center (EOC), ensuring policies and procedures are compliant with the National Incident Management System (NIMS) guidelines and exercises are conducted to evaluate system effectiveness. Within the Emergency Preparedness section are the Hazardous Materials Response Team and an Urban Search and Rescue Team. These teams are capable of responding to emergency incidents that require specialized tools, equipment, and personnel. Some funding for this division is augmented by state and federal grants.

The Fire Administration Division is responsible for supporting all department operations, administering the Accreditation program, and the development and administration of the Fire Department budget. Fire Administration provides administrative ana lysis, report preparation, coordination of programs, incident response data management, timekeeping, and other routine duties performed daily that support the delivery of emergency and non-emergency services. Fire Administration also identifies, writes, and manages grants to supplement funding for all Department programs.

6. Law Enforcement
The responsibility of the Police Department is to provide protection and police -related services to the community. The Department’s mission is to do this in a manner that builds public confidence and improves the quality of life in Clovis. Police headquarters is located at the Clovis Civic Center. Currently, the Police Department is allotted for 112 sworn officers. The current ratio is 0.90 sworn officers per 1,000 residents .

In accordance with the recommendations contained in the Police Department Master Service Plan, the Police Department will seek funding to achieve and maintain a ratio of 1.3 officers per 1,000 residents.

Police protection to the unincorporated areas is provided by the Fresno County Sheriff and California Highway Patrol. The City has a mutual aid assistance agreement with both agencies.

The operations of the Police Department, now and as the City grows, will be funded through the General Fund, Communi ty Facilities District (CFD) fund, and grants. It is noted that continued annexation and development without proportionate increase in the funding of safety services will have an effect on the city’s ability to maintain acceptable service levels. If unable to maintain acceptable service levels, the department 99 AGENDA ITEM NO. 13.

SITE SPECIFIC SERVICE PLAN
City of Clovis Shepherd-Willow Northeast Reorganization May 2023 Site Specific Service Plan
will have to reduce response to certain calls and possibly eliminate other services altogether. This reduction of services will greatly impact our citizens and the quality of life in our community.

The Department is organized into three major divisions, which are composed of seven budgetary sections.

7. Parks & Recreation
The Parks Section provides maintenance to City parks, trails and trail lighting, street landscaping, City trees, and numerous recreational facilities, including playgrounds and picnic sites; maintains Old Town streetscape; and provides grounds maintenance at C ity administrative facilities. Some of these areas are maintained by Parks personnel, while others are maintained through contracts administered by the Parks section. Parks also provides support for civic activities such as hanging banners and decorating for Christmas, Rodeo Weekend, Big Hat Days, and Farmer's Market. The Park s Section administers the Landscape Maintenance Di strict (LMD), which provides funding for maintenance of certain parks, trails, street landscaping, streetlights, and neighborhood architectural enhancement features for areas within the Landscape Maintenance District. All City owned landscaping that is not within the LMD is funded through the General Fund.

With approval of the Shepherd-Willow Northeast Reorganization and as development occurs , applicants will be required to incorporate planned parks and open space and develop that portion of the trail syst em within their project areas. All projects will contribute a proportionate share to the de velopment of the trail and open space system as required by the General Plan.

8. Transit Services
The Community Services Division administers various senior citizen programs at the Clovis Senior Activity Center. The Division also administers the City’s Round -Up demand-response transit program, the fixed - route Stageline transit program, and administers the City’s contract with Fresno Area Express (FAX). User fees, and state and federal transit funds and grants support the transit service.

9. Storm Drainage
Storm Drain responds to significant rainfall events by providing sand bags, pumping of flooded areas, monitoring stream channels, placing warning signage, and pumping temporary s torm drain basins when needed. It also provides pre-storm cleaning of drain inlets to ensure debris do not hamper proper operation of the storm drain collection system. As development occurs, applicants will be required to construct storm drainage facilities in accordance with the standard and requirements of the Fresno Metropolitan Flood Control District. Specific conditions for improvements to the storm drainage system will be issued as development projects are proposed and approved.

10. Street Lighting
The City is responsible for maintenance of traffic signals, the cost of energy/repairs/replacements for PG&E- owned streetlights within the City, energy and materials for City -owned streetlights, and maintenance of City-owned streetlights.

11. Schools
The City of Clovis and its sphere of influence lies primarily within the Clovis Unified School District (CUSD).

The portion the sphere of influence within the Loma Vista Specific Plan, east of the Highland Avenue alignment lies within the Sanger Unified School District (SUSD). Only a small portion of the southwest area of the city lies in the Fresno Unified School District (FUSD). These districts are affected by residential growth in the Clovis area. The area of the City serviced by FUSD is fully built -out and future development within the City’s sphere of influence will not affect this district. 100
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City of Clovis Shepherd-Willow Northeast Reorganization May 2023 Site Specific Service Plan
The project boundary is located within the Clovis Unifie d School District. CUSD is managing growth by financing new facilities through bonds, development fe es, and state schools funding. While there are no planned school sites within the boundaries of the Shepherd -Willow Northeast Reorganization, CUSD has planned and/or acquired sites in the near vicinity to accommodate future student demand.

12. Other Services
Pacific Gas and Electric (PG &E) provides gas and electrical service to the City of Clovis, its sphere of influence, and Fresno County. Electrical service is supplied by underground and overhead lines routed through three substations in the greater Clovis area. The hierarchy of establishing electrical power lines from generation stations to customers is as follows: transmission distributio n; sub-transmission; and service. PG&E provides gas to customers through plasti c and steel underground lines. Residents not serviced by PG&E use propane fuel.

13. Financing of Services and Facilities
The City Council has established fiscal policies that govern the city’s financial administration and are designed to safeguard the C ity’s assets, provide a stable funding base, and ensure that adequate accounting data are compiled. These accounting data allow for the preparation of various accounting reports such as the annual budget and the ann ual year-end financial report. Following are the financial policies that provide the basis for the financial direction of the city.  The City’s budget policy states that all operating budgets shall be balanced and ongoing c osts will not exceed current revenues plus available fund balance that exceeds reserve requirements. The minimum reserve for any operational fund is 10 % of the budgeted expenditures with the goal for reserves of 15% of budgeted expenditures unless capital borrowing or extraordinary fiscal conditions require that higher lev els of reserves be maintained. As discussed during the five -year forecast, the General Fund target reserve is now set at 25%, the current General Fund reserve is approximately 16.5%. Budgetary and purchasing controls have been instituted that ensure adherence to the adopted budget.

 The Enterprise Funds are to be fully supported by user fees and charges, and the Internal Services Funds are to be funded at appropriate levels to ensure reasonable ability to respond to unforeseen events. Annually, the City has designated a contribution of general funds to the General Government Services Fund (an Internal Service Fund) to address the building space needs for new fire stations, safety training fa cilities, regional park facilities, business and industrial parks, upgrades and new technology for improved productivity, and major remodeling, repairs, or additions to existing facilities.

 The C ity will not issue long -term deb t to cover current operations. The C ity will consider the issuance of long -term debt to purchase/build capital assets when those assets will benefit users over several years and it is determined that it is more equitable to spread the capital investment and financing costs of the asset to current and future users of the asset.

 Annually the C ity will have an independent audit of its financial records prepared by a certified public accountant pursuant to generally accepted auditing practices of the governmen t finance industry and submit an annual financial report to the City Council by December 31 for the previous fiscal year.

 Fees for services will be charged directly to users of the services when appropriate and should cover the full cost of service delivery. Fees are to be reviewed on an annual basis to ensure that the fee is appropriate for the service provided compared to actual cost or an approved cost index.

 Development impact fees will be established to ensure that new growth pays the cost of infrastructure improvements and is not a burden to existing tax payers. 101
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City of Clovis Shepherd-Willow Northeast Reorganization May 2023 Site Specific Service Plan

 The City will invest available cash assets in a manner consistent with the safeguards and diversity that a prudent investor would adhere to with primary emphasis on preservation of pr incipal, sufficient liquidity to cover anticipated payment outflows, and high yields consistent with the first two goals. The City’s investments will be consistent with Section 53601 of the Government Code of the State of California that identifies which types of investments are eligible for investment of public funds and the maximum percentage of an investment portfolio that is a llowed for any one investment.

The City is in compliance with all of its financial policies.

14. California Environmental Quality Act (CEQA) Compliance The City of Clovis has completed an environmental review (an assessment of the Project’s impact on natural and manmade environments) of the proposed project, as required by the State of California. The proposed project has been found to be in substantial conformance with the environmental impact report (EIR) performed for the Clovis General Plan. Pursuant to CEQA Guidelines Section 15162, when an EIR has been adopted for a project, no subsequent EIR shall be prepa red for that project unless the lead agency determines that there have been substantial changes to the project. The proposed project is identifying zone districts that implement the current General Plan land use designations. The Project is also consistent with the Heritage Grove Specific Plan and is exempt from further environmental review pursuant to Section 15182 of the CEQA Guidelines.
102
AGENDA ITEM NO. 13.

County of Fresno

DEPARTMENT OF PUBLIC HEALTH
Environmental Health Division
Promotion, preservation and protection of the community’s health 1221 Fulton Street /P. O. Box 11867, Fresno, CA 93775
(559) 600-3357 FAX (559) 455-4646
The County of Fresno is an Equal Employment Opportunity Employer www.co.fresno.ca.us www.fcdph.org
April 12, 2023
LU0022178
2604
Dave Merchen, City Planner
City of Clovis
Planning and Development Services Department
1033 Fifth Street
Clovis, CA 93612
Dear Mr. Merchen:

PROJECT NUMBER: R2023-003, RO309
R2023-003, RO309; A request to annex and pre-zone approximately 500 acres generally bounded by Shepherd Avenue on the south, Willow Avenue on the west, the Enterprise Canal on the north, and the Peach Avenue alignment on the west, in accordance with the Clovis General Plan.

APN: Multiple ZONING: P-C-C, P-F, R-2 ,-3,-4, U-C ADDRESS: NEC Shepherd & Willow Avenues Comments/Concerns:

Since all of the retail/commercial tenants have not been identified for this application, the full range of Zoning Uses must be considered. The potential adverse impacts could include (but are not limited to) storage of hazardous materials and/or wastes, medical waste, solid waste, water quality degradation, excessive noise, and odors.

Recommended Conditions of Approval:
 Construction permits for development should be subject to assurance of sewer capacity of the Regional Wastewater Treatment Facility. Concurrence should be obtained from the California Regional Water Quality Control Board (RWQCB). For more information, contact staff at (559) 445-5116.
 Construction permits for the development should be subject to assurance that the City of Clovis community water system has the capacity and quality to serve this project. Concurrence should be obtained from the State Water Resources Control Board, Division of Drinking Water-Southern Branch. For more information call (559) 447-3300.
 Prior to issuance of building permits, food facility applicants will be required to submit complete food facility plans and specifications to the Fresno County Department of Public Health, Environmental Health Division, for review and approval. Future applicants shall apply for and obtain permits to operate a food facility from the Fresno County Department of Public Health, Environmental Health Attachment 8
103
AGENDA ITEM NO. 13.

Dave Merchen
R2023-003, RO309
April 12, 2023

Page 2 of 2 ends

2 Division. A permit, once issued, is nontransferable. Contact the Consumer Food Protection Program at (559) 600-3357 for more information.
 Prior to any proposed alcohol sales, the applicant(s) shall first obtain their license to sell alcoholic beverages. Contact the California Alcoholic Beverage Control Department at (559) 225-6334 for more information.
 Facilities that use and/or store hazardous materials and/or hazardous wastes shall meet the requirements set forth in the California Health and Safety Code (HSC), Division 20, Chapter 6.95, and the California Code of Regulations (CCR), Title 22, Division 4.5. Your proposed business will handle hazardous materials and/or hazardous waste and will be required to submit a Hazardous Materials Business Plan pursuant to the HSC, Division 20, Chapter 6.95 (http://cers.calepa.ca.gov/).

Contact the Fresno County Hazmat Compliance Program at (559) 600-3271 for more information.  Should underground storage tanks be proposed, then prior to the issuance of building permits the applicant shall submit three (3) sets of complete plans and specifications regarding the installation of any underground storage tanks to the Fresno County Department of Public Health, Environmental Health Division. Contact the Fresno County Hazmat Compliance Program at (559) 600-3271 for more information.
 Prior to operations of any fuel facility, the applicant shall apply for and secure a Permit to Operate an Underground Storage Tank System from the Fresno County Department of Public Health, Environmental Health Division. Contact the Fresno County Hazmat Compliance Program at (559) 600-3271 for more information.
 The applicant(s) may be required to obtain a Medical Waste Permit from the California Department of Health Services, Medical Waste Management Program. Call (916) 449-5671 for more information.
 Should any body art facility (i.e. tattoo, piercing, branding or permanent cosmetics facility) be proposed, prior to issuance of building permits, the tenant shall submit complete body art facility plans and specifications to the Fresno County Department of Public Health, Environmental Health Division, for review and approval. Entrances into a body art facility will require a separate outdoor entrance from living quarters (internal access including doors and/or staircase would be prohibited).

Contact the Body Art Program at (559) 600-3357 for more information.  The proposed project has the potential to expose nearby residents to elevated noise levels.

Consideration should be given to your City’s municipal code.  As a measure to protect ground water, all water wells and/or septic systems that exist or have been abandoned within the project area should be properly destroyed by an appropriately licensed contractor.
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Dave Merchen
R2023-003, RO309
April 12, 2023

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3  Should any underground storage tank(s) be found during the project, the applicant shall apply for and secure an Underground Storage Tank Removal Permit from the Fresno County Department of Public Health, Environmental Health Division. Contact the Fresno County Hazmat Compliance Program at (559) 600-3271 for more information.

The following comments pertain to the demolition of any existing structures:
 Should the structure(s) have an active rodent or insect infestation, the infestation should be abated prior to demolition of the structure(s) in order to prevent the spread of vectors to adjacent properties.
 In the process of demolishing the existing structure(s), the contractor may encounter asbestos containing construction materials and materials coated with lead-based paints.  If asbestos containing materials are encountered, contact the San Joaquin Valley Air Pollution Control District at (559) 230-6000 for more information.  If the structure(s) were constructed prior to 1979 or if lead-based paint is suspected to have been used in these structures, then prior to demolition work the contractor should contact the following agencies for current regulations and requirements:
 California Department of Public Health, Childhood Lead Poisoning Prevention Branch, at (510) 620-5600.
 United States Environmental Protection Agency, Region 9, at (415) 947-8000.  State of California, Industrial Relations Department, Division of Occupational Safety and Health, Consultation Service (CAL-OSHA) at (559) 454-5302.

REVIEWED BY:

Kevin Tsuda, R.E.H.S.

Environmental Health Specialist II (559) 600-33271
KT
cc: Rogers, Moreno, A. Xiong, Bains & Armstrong- Environmental Health Division (CT. 55.25) 105
AGENDA ITEM NO. 13.

“Provide a safe and reliable transportation network that serves all people and respects the environment” DISTRICT 6 OFFICE
1352 WEST OLIVE AVENUE |P.O. BOX 12616 |FRESNO, CA 93778-2616 (559) 908-7064 | FAX (559) 488-4195 | TTY 711
www.dot.ca.gov

April 12, 2023
FRE-168-R7.137
Application for REZ – Rezone
R2023-003 and RO309
https://ld-igr-gts.dot.ca.gov/district/6/report/14379

SENT VIA EMAIL

Dave Merchen, City Planner
Planning and Development Services Department
City of Clovis
1033 Fifth Street
Clovis, CA 93612

Dear Mx. Merchen:

Thank you for the opportunity to review Rezone (R) 2023-003 which proposes to prezone a 500-acre area for annexation to be consistent with the City’s General Plan.

The prezoning includes multi-family, urban center, public facility – park and water, planned commercial center zone districts. The project is located on the northeast quadrant of Willow Avenue and Shepherd Avenue, bounded to the east by Peach Avenue and north by International Avenue, approximately 2.6 miles north of the State Route 168 and Herndon Avenue interchange.

Caltrans provides the following comments consistent with the State’s smart mobility goals that support a vibrant economy and sustainable communities:

1. Understanding this is a prezoning prior to annexation, when developers begin constructing residential projects, it is recommended the project proponents consider working with the City to convert a portion of the planned residential units to affordable housing units.

2. Caltrans recommends that the City consider creating a VMT Mitigation Impact Fee to help reduce potential impacts of future developments on local roads and the State Highway System.

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Dave Merchen, R2023-003 and RO309
April 12, 2023

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“Provide a safe and reliable transportation network that serves all people and respects the environment”

3. It is recommended that future projects contribute to all applicable Impact Fee programs, such as the City’s Development Fee and the Regional Transportation Mitigation Fee (RTMF) program to ensure that the developments contribute to its fair share toward future improvement needs for local roads and the State Highway System facilities.

4. Alternative transportation policies should be applied to the future development of the planned annexed area. An assessment of multimodal facilities should be conducted to develop an integrated multimodal transportation system to serve and help alleviate traffic congestion resulting from the project and related development in the area of the City. The assessment should include the following:

a. Pedestrian walkways should not only be limited to the project’s internal connectivity but be connected to existing walkways and transit facilities outside the project area.

b. The project should consider coordinating connections to local and regional bicycle pathways to encourage the use of bicycles for commuter and recreational purposes.

c. If transit is not available within 1/4-mile of the project area, transit should be extended to provide services to high-activity centers of the project.

5. As part of the statewide effort to reduce greenhouse gas emissions, Caltrans recommends that the City consider encouraging future developments including the installation of public Level 2 Electric Vehicle (EV) and DC Fast Charging EV charging stations.

6. Active Transportation Plans and Smart Growth efforts support the state’s 2050 Climate goals. Caltrans supports reducing VMT and GHG emissions in ways that increase the likelihood that people will use and benefit from a multimodal transportation network

If you have any other questions, please call or email Christopher Xiong at (559) 908- 7064 or [email protected].

Sincerely,

DAVID PADILLA, Branch Chief
Transportation Planning – North

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Fresno Metropolitan Flood Control District
Capturing Stormwater since 1956

k:\letters\rezone letters\clovis\2023\2023-003 prezone app(aq-bc)(rv).docx 5469 E. Olive Avenue • Fresno, CA 93727 • (559) 456-3292 • FAX (559) 456-3194 www.fresnofloodcontrol.org
File 210.434
310. “AQ”, “BC”

April 17, 2023

Mr. Dave Merchen, City Planner
City of Clovis
Planning and Development Services Dept.
1033 Fifth Street
Clovis, CA 93612

Dear Mr. Merchen,

Prezone Application No. R2023-003
Willow Avenue Corridor - Approximately 500 Acres
Bounded by Shepherd Avenue, Willow Avenue,
the Enterprise Canal, and the Peach Avenue Alignment
Drainage Areas “AQ” and “BC”

The proposed prezone lies within the District’s Drainage Areas “AQ” and “BC”. Based on information submitted at this time, the District’s system can accommodate the proposed prezone.

Please contact us if you need further information at (559) 456-3292.

Sincerely,

Robert Villalobos
Engineering Technician III

RV/lrl

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AGENDA ITEM NO. 13.

State of California – Natural Resources Agency GAVIN NEWSOM, Governor DEPARTMENT OF FISH AND WILDLIFE CHARLTON H. BONHAM, Director Central Region
1234 East Shaw Avenue
Fresno, California 93710
(559) 243-4005
www.wildlife.ca.gov

Conserving California’s Wildlife Since 1870
April 27, 2023

Joyce Roach, Planning Technician
City of Clovis, Planning Division
1033 Fifth Street
Clovis, California. 93612
(559) 324-2341
[email protected]

Subject: Willow Avenue Corridor Prezoning R2023-003, RO309 Project (Project) Request for Comments/Early Consultation (CON)

Dear Joyce Roach:

The California Department of Fish and Wildlife (CDFW) received a request for early consultation from the City of Clovis for the above-referenced Project pursuant to the California Environmental Quality Act (CEQA) and CEQA Guidelines.1

Thank you for the opportunity to provide comments and recommendations regarding those activities involved in the Project that may affect California fish and wildlife.

Likewise, CDFW appreciates the opportunity to provide comments regarding those aspects of the Project that CDFW, by law, may be required to carry out or approve through the exercise of its own regulatory authority under Fish and Game Code. While the comment period may have ended, CDFW would appreciate if you will still consider our comments.

CDFW ROLE

CDFW is California’s Trustee Agency for fish and wildlife resources and holds those resources in trust by statue for all the people of the State (Fish & G. Code, §§ 711.7, subd. (a) & 1802; Pub. Resources Code, § 21070; CEQA Guidelines § 15386, subd. (a)). CDFW, in its trustee capacity, has jurisdiction over the conservation, protection, and management of fish, wildlife, native plants, and habitat necessary for biologically sustainable populations of those species (Id., § 1802). Similarly, for purposes of CEQA,

1 CEQA is codified in the California Public Resources Code in section 21000 et seq. The “CEQA Guidelines” are found in Title 14 of the California Code of Regulations, commencing with section 15000.

DocuSign Envelope ID: 5B84524C-79BF-475C-AFA6-BBB54654151F 161
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Joyce Roach, Planning Technician
City of Clovis
April 27, 2023

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CDFW is charged by law to provide, as available, biological expertise during public agency environmental review efforts, focusing specifically on projects and related activities that have the potential to adversely affect fish and wildlife resources.

CDFW is also submitting comments as a Responsible Agency under CEQA (Pub.

Resources Code, § 21069; CEQA Guidelines, § 15381). CDFW expects that it may need to exercise regulatory authority as provided by the Fish and Game Code. As proposed, for example, the Project may be subject to CDFW’s lake and streambed alteration regulatory authority (Fish & G. Code, § 1600 et seq.). Likewise, to the extent implementation of the Project as proposed may result in “take” as defined by State law of any species protected under the California Endangered Species Act (CESA) (Fish & G. Code, § 2050 et seq.), related authorization as provided by the Fish and Game Code will be required.

Nesting Birds: CDFW has jurisdiction over actions with potential to result in the disturbance or destruction of active nest sites or the unauthorized take of birds. Fish and Game Code sections that protect birds, their eggs and nests include sections 3503 (regarding unlawful take, possession or needless destruction of the nest or eggs of any bird), 3503.5 (regarding the take, possession or destruction of any birds-of-prey or their nests or eggs), and 3513 (regarding unlawful take of any migratory nongame bird).

In this role, CDFW is responsible for providing, as available, biological expertise during public agency environmental review efforts (e.g., CEQA), focusing specifically on Project activities that have the potential to adversely affect fish and wildlife resources.

CDFW provides recommendations to identify potential impacts and possible measures to avoid or reduce those impacts.

PROJECT DESCRIPTION SUMMARY

Proponent: Dave Merchen

Objective: The City of Clovis (City) is proposing to annex an area along the Willow Avenue corridor encompassing approximately 500 acres. The project boundary contains properties designated for residential development that are important in helping the City to meet State housing requirements. These properties must be annexed into the City by the end of calendar year 2023 to meet the State’s requirements. Prior to being annexed, the property must be pre-zoned.

The City has been working with various property owners and developers for several years on plans to annex and develop property in Heritage Grove as envisioned by the City’s General Plan and the Heritage Grove Design Guidelines. Based on those plans, several sites along the Willow Avenue corridor have been identified as having the potential to help the City meet State housing requirements in the upcoming Sixth Cycle DocuSign Envelope ID: 5B84524C-79BF-475C-AFA6-BBB54654151F 162
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Joyce Roach, Planning Technician
City of Clovis
April 27, 2023

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Housing Element. There are several properties that are designated for high density residential development within this area that cannot be counted in the City’s housing sites inventory if they are not within the City limits before January 1, 2024. Although the City was already working on annexing this area in conjunction with developer-based projects, a City-initiated process is necessary to meet the required year-end deadline.

Location: The Project area is generally bound by West Shepherd Avenue on the south, North Willow Avenue on the west, the Enterprise Canal on the north and the Peach Avenue alignment on the east.

Per Google aerial photography, the proposed Project site is mainly comprised of agriculture. Orchards make up the southern portion of the site, the remainder of the area contains a Darrel’s Mini Storage facility, additional orchards, a strawberry farm, rural residential housing, a training stable, and disturbed/tilled agriculture fields. The Enterprise Canal is the northern border of Project limits. Per Google historical imagery, this area has remained very similar to its current state.

There is a very large residential neighborhood, along with Clovis Community College to the west, across North Willow Avenue, along with another very large residential neighborhood across West Shepherd Avenue to the south.

Timeframe: N/A

COMMENTS AND RECOMMENDATIONS

CDFW offers the following comments and recommendations to assist the City of Clovis in adequately identifying and/or mitigating the Project’s significant, or potentially significant, direct and indirect impacts on fish and wildlife (biological) resources.

Editorial comments or other suggestions may also be included to improve the document.

There are special-status resources that may utilize the Project site and/or surrounding area, and these resources need to be evaluated and addressed prior to any approvals that would allow ground-disturbing activities. CDFW is concerned regarding potential impacts to special-status species including, but not limited to, the State species of special concern (SSC) burrowing owl (Athene cunicularia).

Burrowing Owl (BUOW)
BUOW have the potential to be present within and/or adjacent to the Project site (CDFW 2023). BUOW inhabit open grassland and/or adjacent canal banks, rights of way, vacant lots, and any other habitat containing small mammal burrows, a requisite habitat feature used by BUOW for nesting and cover. The Enterprise Canal is dirt-lined DocuSign Envelope ID: 5B84524C-79BF-475C-AFA6-BBB54654151F 163
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City of Clovis
April 27, 2023

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and could contain habitat for this species. The agricultural fields may contain prey for BUOW.

Potentially significant direct impacts associated with subsequent ground disturbing construction activities include burrow collapse, inadvertent entrapment, nest abandonment, reduced reproductive success, reduction in health and vigor of eggs and/or young, and direct mortality of individuals.

CDFW recommends assessing presence/absence of BUOW by having a qualified biologist conduct surveys for BUOW as part of the biological technical studies conducted in support of the CEQA document and then repeat the focused surveys, regardless of the initial results, 10 days prior to Project construction. CDFW recommends surveys follow the California Burrowing Owl Consortium’s (CBOC) “Burrowing Owl Survey Protocol and Mitigation Guidelines” (CBOC 1993) and CDFW’s Staff Report on Burrowing Owl Mitigation” (CDFG 2012). Specifically, CBOC and CDFW’s Staff Report suggest three or more surveillance surveys conducted during daylight with each visit occurring at least three weeks apart during the peak breeding season (April 15 to July 15), when BUOW are most detectable.

CDFW recommends no-disturbance buffers, as outlined in the “Staff Report on Burrowing Owl Mitigation” (CDFG 2012), be implemented prior to and during any ground-disturbing activities. Specifically, CDFW’s Staff Report recommends that impacts to occupied burrows be avoided in accordance with the following table unless a qualified biologist approved by CDFW verifies through non-invasive methods that either:
1) the birds have not begun egg laying and incubation; or 2) that juveniles from the occupied burrows are foraging independently and are capable of independent survival.

If BUOW are found within these recommended buffers and avoidance is not possible, it is important to note that according to the Staff Report (CDFG 2012), exclusion is not a take avoidance, minimization, or mitigation method and is considered a potentially significant impact under CEQA. However, if necessary, CDFW recommends that burrow exclusion be conducted by qualified biologists and only during the non-breeding season, before breeding behavior is exhibited and after the burrow is confirmed empty through non-invasive methods, such as surveillance. CDFW recommends replacement of occupied burrows with artificial burrows at a ratio of 1 burrow collapsed to 1 artificial burrow constructed (1:1) as mitigation for the potentially significant impact of evicting DocuSign Envelope ID: 5B84524C-79BF-475C-AFA6-BBB54654151F 164
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City of Clovis
April 27, 2023

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BUOW. BUOW may attempt to colonize or re-colonize an area that will be impacted; thus, CDFW recommends ongoing surveillance, at a rate that is sufficient to detect BUOW if they return.

EDITORIAL COMMENTS AND/OR SUGGESTIONS

Nesting birds: CDFW encourages that Project implementation occur during the bird non-nesting season; however, if ground-disturbing or vegetation-disturbing activities must occur during the breeding season (February 1 through September 15), the Project applicant is responsible for ensuring that implementation of the Project does not result in violation of the Migratory Bird Treaty Act or relevant Fish and Game Codes as referenced above.

To evaluate Project-related impacts on nesting birds, CDFW recommends that a qualified biologist conduct a habitat assessment and analysis of impacts to nesting birds as part of the biological technical studies conducted in support of the CEQA document.

Pre-activity surveys for active nests, should be conducted regardless of the initial results, no more than 10 days prior to the start of ground or vegetation disturbance to maximize the probability that nests that could potentially be impacted are detected.

CDFW also recommends that surveys cover a sufficient area around the Project sites to identify nests and determine their status. A sufficient area means any area potentially affected by the Project. In addition to direct impacts (i.e., nest destruction), noise, vibration, and movement of workers or equipment could also affect nests. Prior to initiation of construction activities, CDFW recommends that a qualified biologist conduct a survey to establish a behavioral baseline of all identified nests. Once construction begins, CDFW recommends having a qualified biologist continuously monitor nests to detect behavioral changes resulting from the Project. If behavioral changes occur, CDFW recommends halting the work causing that change and consulting with CDFW for additional avoidance and minimization measures.

If continuous monitoring of identified nests by a qualified biologist is not feasible, CDFW recommends a minimum no-disturbance buffer of 250 feet around active nests of non- listed bird species and a 500-foot no-disturbance buffer around active nests of non- listed raptors. These buffers are advised to remain in place until the breeding season has ended or until a qualified biologist has determined that the birds have fledged and are no longer reliant upon the nest or on-site parental care for survival. Variance from these no-disturbance buffers is possible when there is compelling biological or ecological reason to do so, such as when the construction areas would be concealed from a nest site by topography. CDFW recommends that a qualified biologist advise and support any variance from these buffers and notify CDFW in advance of implementing a variance.

DocuSign Envelope ID: 5B84524C-79BF-475C-AFA6-BBB54654151F 165
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City of Clovis
April 27, 2023

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Light Impact Analysis: The lead agency should submit as part of the draft Environmental Document Isolux Diagrams that note current light levels present during Pre-Project conditions and the predicted Project light levels that will be created upon completion of the Project. If an increase in light output from current levels to the projected future levels is evident, additional avoidance, minimization or mitigation shall be developed in coordination with natural resource agencies to offset indirect impacts to State listed species. Within 60 days of Project completion the lead agency shall conduct a ground survey that compares projected future light levels with actual light levels achieved upon completion of the Project through comparison of Isolux diagrams. If an increase from the projected levels to the actual levels is discovered additional avoidance, minimization or mitigation measures may also be required in coordination with natural resource agencies. This analysis should be conducted across all potential alternatives and compared in table and map format.

All LED’s or bulbs installed as a result of the Project shall be rated to emit or produce light at or under 2700 kelvin that results in the output of a warm white color spectrum.

Cumulative Impacts: CDFW recommends that a cumulative impact analysis be conducted for all biological resources that will either be significantly or potentially significantly impacted by implementation of the project, including those whose impacts are determined to be less than significant with mitigation incorporated or for those resources that are rare or in poor or declining health and will be impacted by the project, even if those impacts are relatively small (i.e. less than significant). Cumulative impacts should be analyzed using an acceptable methodology to evaluate the impacts of past, present, and reasonably foreseeable future projects on resources and should be focused specifically on the resource, not the project. An appropriate resource study area should be identified and utilized for this analysis. CDFW staff are available for consultation in support of cumulative impacts analyses as a trustee and responsible agency under CEQA.

ENVIRONMENTAL DATA

CEQA requires that information developed in environmental impact reports and negative declarations be incorporated into a database which may be used to make subsequent or supplemental environmental determinations (Pub. Resources Code, § 21003, subd. (e)). Accordingly, please report any special-status species and natural communities detected during Project surveys to the California Natural Diversity Database (CNDDB). The CNDDB field survey form can be found at the following link:
https://www.wildlife.ca.gov/Data/CNDDB/Submitting-Data. The completed form can be mailed electronically to CNDDB at the following email address:

[email protected]. The types of information reported to CNDDB can be found at the following link: https://www.wildlife.ca.gov/Data/CNDDB/Plants-and-Animals.

DocuSign Envelope ID: 5B84524C-79BF-475C-AFA6-BBB54654151F 166
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City of Clovis
April 27, 2023

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FILING FEES

If it is determined that the Project has the potential to impact biological resources, an assessment of filing fees will be necessary. Fees are payable upon filing of the Notice of Determination by the Lead Agency and serve to help defray the cost of environmental review by CDFW. Payment of the fee is required in order for the underlying project approval to be operative, vested, and final (Cal. Code Regs, tit. 14, § 753.5; Fish & G.

Code, § 711.4; Pub. Resources Code, § 21089).

CDFW appreciates the opportunity to comment on the Project to assist the City of Clovis in identifying and mitigating the Project’s impacts on biological resources.

More information on survey and monitoring protocols for sensitive species can be found at CDFW’s website (https://www.wildlife.ca.gov/Conservation/Survey-Protocols). If you have any questions, please contact Kelley Nelson, Environmental Scientist, at the address provided on this letterhead, or by electronic mail at [email protected].

Sincerely,

Julie A. Vance
Regional Manager

ec: Patricia Cole ([email protected])
United States Fish and Wildlife Service

Krista Tomlinson
Larry Bonner
California Department of Fish and Wildlife
DocuSign Envelope ID: 5B84524C-79BF-475C-AFA6-BBB54654151F 167
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Joyce Roach, Planning Technician
City of Clovis
April 27, 2023

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LITERATURE CITED
California Burrowing Owl Consortium (CBOC).1993. Burrowing owl survey protocol and mitigation guidelines. April 1993.

California Department of Fish and Game (CDFG). 2012. Staff Report on Burrowing Owl Mitigation. California Department of Fish and Game.

California Department of Fish and Wildlife. 2023. Biogeographic Information and Observation System (BIOS). 2023.

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AGENDA ITEM NO. 13.

DEPARTMENT OF PUBLIC WORKS AND PLANNING
STEVEN E. WHITE, DIRECTOR

April 20, 2023

Dave Merchen, City Planner
City of Clovis
Planning and Development Services
1033 Fifth St., Clovis, CA 93612
[email protected]

SUBJECT: Request for Comments R2023-003 – Willow Avenue Corridor Prezoning

Dear Dave:

The County of Fresno appreciates the opportunity to review and comment on the subject project being reviewed by the City of Clovis. The documents received for this review were circulated to our various Fresno County Public Works and Planning divisions. Based on the County's initial review, we offer the following comments from our various divisions:

The Administration Department offers the following comments:

In order to avoid continued duplication of services, within a reasonable time prior to the recordation of the annexation, the City shall accept conveyances from the County for, or otherwise acquire, all road rights-of-way along N. Willow Avenue north of the proposed annexation boundary to and including the Willow/Copper Avenue insection within the City’s Sphere of Influence. The Department is preparing an exhibit illustrating the area in question and will provide it to the City upon completion.

The Development Engineering Section offers the following comments:

According to the Wetlands Mapper of U.S. Fish and Wildlife Service, a wetland may be present within/nearby the subject property. For any future development on wetlands, U.S. Fish and Wildlife Service and other appropriate agencies should be consulted regarding any requirements they may have.

According to the U.S.G.S. Quad Map, intermittent stream may be present within the subject area. Any future work within or near a stream will require a clearance from California Department of Fish and Wildlife (CDFW).

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DEVELOPMENT SERVICES AND CAPITAL PROJECTS DIVISION
2220 Tulare Street, Sixth Floor / Fresno, California 93721 / Phone (559) 600-4497 / 600-4022 / 600-4540 / FAX 600-4200 The County of Fresno is an Equal Employment Opportunity Employer According to FEMA FIRM Panel 1580H, southern portion of the subject area is found to be under shaded Flood Zone X. The shaded flood zone x refers to areas of 0.2% annual chance flood, areas of 1% annual chance flood with average depths of less than 1 foot or with drainage areas less than 1 square mile, and areas protected by levees from 1% annual chance flood.

The project site will not be developed in the future under the jurisdiction of the County of Fresno. Furthermore, the subject area is within FMFCD Drainage Zone and anticipated to be annexed into the City of Clovis. Thus FMFCD and City of Clovis should be consulted regarding any requirements they may have.

If you have any further questions, please contact Leonardo Navos at [email protected].

If you have any questions regarding the information described in this letter, please contact me at [email protected] or (559) 600-4305.

Sincerely,

Raymond Martin, Staff Analyst
Development Services and Capital Projects Division
G:\4360Devs&Pln\PROJSEC\PROJDOCS\Environmental\OAR\City of Clovis\R2023-003 Willow Ave Corridor Prezone\R2023-003 Comment Response Letter.docx

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TO: Mayor and City Council
FROM: Administration
DATE: May 15, 2023
SUBJECT: Consider Review and Introduction – Res. 23-___, 2023-24 City of Clovis Annual Budget, Five Year Capital Improvement Program, and information regarding the Clovis Successor Agency.
a) Finance Department (Jay Schengel)
b) City Council/City Attorney/City Manager/City Clerk ( John Holt/Jesse Velez)
c) Police Department (Curt Fleming)
d) Fire Department (John Binaski)
e) Public Utilities Department (Scott Redelfs)
f) Planning and Development Services/Community Investment Program (Renee Mathis)
g) General Services (Shonna Halterman)
h) Economic Developmen t, Housing, and Communications (Chad McCollum)

Staff: Jay Schengel, Finance Director/John Holt, City Manager Recommendation: Receive Introduction and continue the public hearing to June 5, 2023

ATTACHMENTS: 1. Resolution

2. 2023-24 City of Clovis Annual Budget

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RECOMMENDATION
Receive the 2023-24 City of Clovis Annual Budget and open the public hearing for departmental review and comment, continue the public hearing to June 5, 2023, and adopt the budget resolution no later than June 30, 2023.

EXECUTIVE SUMMARY
According to the Municipal Code, the City Manager is responsible for providing the City Council with a recommended annual budget prior to commencement of the succeeding fiscal year and by no later than the third regular Council meeting in May. The Annual Budget is a plan for the financial operations of the City and includes a spending plan for all City operations, a five -year community investment program, and estimated revenues for the upcoming fiscal year.

The purpose of the budget is to enable t he City Council to make financial plans for current and long-term expenditure needs, to ensure that executive management is administering the plans as set forth, and to allow citizens and investors with an opportunity to form opinions about the financial policies and administration of the City.

BACKGROUND
The 2023-24 Annual Budget is the spending plan for community investment in local services such as public safety, parks and recreation, transit, streets, water and sewer, and repairs/maintenance of public facilities. The annual budget is also the spending plan for investment in infrastructure of the community. the annual budget provides for a range of public services and focuses on those services that are essential to our citizens. Continuing prudent fiscal decisions and ongoing economic development initiatives enable the City to grow service levels and remain fiscally sustainable.

The General Fund Emergency Reserve is being maintained at 22%, or $22.7 million set aside for unforeseen emergencies. The budget also includes $49 million in City capital improvement projects. The City’s General Fund budget is being funded through current year revenues.

Budget highlights include:

 Provide Targeted Neighborhood Revitalization Investments . This is a long-term effort to improve community appearance, neighborhood stabilization, amenities in older neighborhoods, and economic opportunities. These investments total $13.7 million in the proposed 2023-2024 budget building on an investment in 2022-23 of $26.3 million and including the following:
o Affordable Housing Programs Continue Unprecedented Level of Investment of nearly $7 million in Grant Funding.
 $4.0 million for Housing Rehabilitation Loans
 $1.15 million for Down-Payment Housing Assistance
 $1.53 million to support the creation of new affordable housing.  Continuing the Emergency Housing Repairs Program at $0. 28 million
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o Active code enforcement will continue with a cross -departmental effort.
o Public street improvements. Reconstruct or Design:
 Reconstruct Barstow Avenue – Sunnyside to Fowler, Clovis to Sunnyside, and Willow to Villa Avenues.
 Reconstruct Bullard Avenue – Villa to Minnewawa Avenues.  Reconstruct Sierra Avenue – Willow to Peach Avenues.
 Reconstruct Sunnyside Avenue – Barstow to Shaw Avenues.  Willow Avenue – Shaw to Barstow.
 Construct ADA Improvements as part of various street improvement projects.
o Sidewalk Improvements. Design reconstruction of sidewalks near Sierra Vista Elementary School.
o Alley Improvements. Reconstruct various alleys in eligible lower - income neighborhoods.
o Water & Sewer Improvements.
 Sewer main replacement on Santa Ana Avenue west of Clo vis Avenue.
 Water Well 35 Improvements at DeWitt and Santa Ana Avenues. o Economic Development Investments.
 Revitalization planning for underutilized Shaw Avenue commercial properties.
 Offer small and micro business incubation services in Southwest Clovis in partnership with the Clovis Culinary Center and regional partners.
 Continue marketing the area for retail and job generating uses to serve adjacent to the neighborhoods and the City as a whole.

 Enhance Public Safety. Public safety is a core service to the City. o Increase of 5 sworn Police personnel bringing the total authorized to 117 officers and adding one Community Services Officer.
o The budget provides for the replacement of 13 additional vehicles and 2 utility trucks in the Police Department during the budget year. o The purchase of SWAT vests for the Police Department. o Construction of a gym at Fire Station #3.
o Fund two Fire Department Command Vehicles.
o Replace the Public Safety UPS system.

 Provide Fiscal Security. The Emergency Reserve is proposed to be 22% (of General Fund Expenditures), or $2 2.7 million, set aside this year for unforeseen emergencies. The City’s auditors recommended a target amount of 20% -25% as a prudent reserve for a city operation the size of Clovis. This fund protects service levels from catastrophic and unexpected losses. Utilization of these funds requires a 4/5ths vote of the City Council.

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 Further Secure Water Supplies and Systems.
o Upgrade outdated supervisory control and data acquisition (SCADA) software that is no longer supported and does not adhere to current industry security standards for industrial control systems (ICS). Modern SCADA will provide ease of use and advanced functionality for operators, developers, and system administrators.
o Continue investments with the Fresno Irrigation District for the firm surface water supply.
o Improve treatment at the Surface Water Treatment Plant to improve the quality of the water.
o Installation of an additional pump at Pump Station E to allow for the expansion of recycled water use.
o Design of Wastewater diversion improvements to increase capacity of the Sewer System.

 Invest in Employees. The budget includes a budgeted cost of living increase and funds for employee benefits. Funds for training and educational opportunities have been included and encouraged to be used to allow employees to reach their full potential at the City. In addition, new positions have been added to meet the growing needs of the City.

 Invest in Planning our Future. The budget includes funding for the preparation of environmental impact reports for development projects and master plans that are currently being processed. In addition, funding is included for continued work on the Sixth Cycle Housing Element and the update to the General Plan. The Housing Element is expected to be complete in the fall of 2023.

 Invest in the City’s Economic Future. Staff will be actively working on attracting commercial and industrial businesses to Clovis to add jobs and revenues to the City. Staff will continue to make strategic marketing efforts aimed at top revenue producing businesses to support the financial needs of the City. Relationships are being developed with critical development partners in the community and assisting projects through the development process. Staff will also be working with regional partners to develop entrepreneurial and small business growth resources. Staff will continue a focused marketing effort on reinforcing Clovis as a medical hub for services, education, and research leverage with the expansion of Clovis Regional Medical Center and the expansion of California Health Sciences University.

 Continuing to Serve our Seniors. City funds are budgeted to complete construction work for the new Senior Center and Transit Hub at Landmark Square. Pending approval of the County’s regional library, the city will ensure that a pad area is made available to facilitate its future construction on-site. The new facilities will more than double the capacity of the library and Senior Center, and offer a new amenity to the community, a Transit 174
AGENDA ITEM NO. 14.

Hub. This will bols ter Old Town as the heart of Clovis and leverage the investment the community has made in the trail system and Old Town.

The 2023-24 Annual Budget for all funds, which totals $330.8 million, is balanced using current revenues, anticipated ra te increases, and capital reserves . This budget represents a 14% decrease compared to estimated expenditures for 2022-23 due primarily to several large capital projects being completed in the current year and not reflected in the proposed budget.

A summary of expenditures by function is provided below:

The General Fund, which is the only source of discretionary funding used for basic government services such as public safety, streets, parks, recreation, and senior services, is budgeted to increase 7% above estimated expenditures for 20 22-23. Department budgets are proposed to increase due to budget increases for core services as well as additional salary and benefit costs.

Total current revenue in the General Fund is estimated at $105.2 million and expenditures of $105.3 million are being proposed.

The Executive Summary and Introduction Sections of the Annual Budget provides an overview of the important goals, target actions, resulting projects, and fiscal overview addressed within the budget. The Annual Budget presented to the City Council addresses the goals by which the community will measure its success, meets the most essential service needs for the community, provides substantial investment in planned maintenance of sewer, water, and street facilities, directs resources to economic development and support for job creation, continues the effort to plan for the community, and is balanced, with prudent emergency reserve funding set aside, as requested by the Council. For these reasons, the budget is recommended for consideration and adoption by the City Council.

Attached is the Budget Document containing additional summary narratives, details of revenues, expenditures, personnel, and debt and capital projects.

FISCAL IMPACT
In accordance with the Municipal Code, and in compliance with State law, the City Council is required to adopt a balanced, annual budget for each fiscal year by June 30. The Annual Budget provides a spending plan for the upcoming year that is balanced with expenditures kept in line with revenues, includes a five-year community investment program, includes a prudent reserve of funds for emergencies and un foreseen events, and authorizes position allocations, all as approved by the Council.

General Government $ 9,602,900
Public Safety 78,564,600
Planning & Development Services 15,348,900
Community Investment Program 49,006,000
Public Utilities 82,712,800
Culture & Rec. 21,690,900
Internal Services 73,827,700
TOTAL $ 330,753,800
General
Government
3%
Public Safety
23% Planning &
Development
Services
5%
Community
Investment
Program
15%
Public Utilities
25%
Culture & Rec
7%
Internal
Services
22%
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AGENDA ITEM NO. 14.

REASON FOR RECOMMENDATION
The City Council must conduct a public hearing to provide an opportunity for the public to comment on the proposed Annual Budget; must review t he proposal to determine that the financial plan fairly represents the fiscal policies and priorities of the City Council; and is required by local ordinance, in compliance with State law, to adopt a balanced budget by no later than June 30, 2023. If the Council fails to adopt a budget by that date, then the City Manager’s proposed budget will automatically become effective to avoid any interruption in City operations, but no capital projects or capital purchases would be allowed until final action by the City Council.

ACTIONS FOLLOWING APPROVAL
On May 15, 2023, the 2023 -24 City of Clovis Annual Budget will be presented with a recommendation to open the public hearing for departmental review and comment, continue the public hearings to June 5, 2023, and ad opt the budget resolution no later than June 30, 2023.

Copies of the recommended Annual Budget will be available for review by the public by May 15, 2023 and prior to the budget hearings at the Clovis Branch of the Fresno County Library, at City Hall, and on the City’s website found at www.cityofclovis.com.

Prepared by: Gina Daniels, Assistant Finance Director

Reviewed by: City Manager JH
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AGENDA ITEM NO. 14.

ATTACHMENT 1
RESOLUTION 23-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS APPROVING THE ANNUAL BUDGET FOR FISCAL YEAR 2023-2024, ORDERING TRANSFERS, AND

ADOPTING THE SUMMARY OF APPROPRIATIONS BY FUND AND DEPARTMENT AND OTHER NECESSARY ACTIONS RELATED TO APPROVING THE 2023-2024 BUDGET

WHEREAS, the City Council is required to adopt the Budget by June 30 of each year; and

WHEREAS, the Council has conducted a public hearing on the recommended 2023-2024 Budget; and

WHEREAS, the adoption of Proposition 111 on June 5, 1990, requires the Council adopt an Appropriation Limit; and

WHEREAS, the Council intends to establish the City's Appropriation Limit in conformance with the provisions of Proposition 111; and

WHEREAS, the City Council finds it necessary to adopt the 2023-2024 Budget.

NOW, THEREFORE BE IT RESOLVED, by the City of Clovis as follows:

* Note: Exhibits A – E will be available at the June 5, 2023 meeting.

1. The 2023-2024 Annual Budget and corresponding Personnel Allocation is approved.

2. The City Council approves and orders the transfer of monies in and out of various funds as set forth in the "Notes to Resources and Appropriations Summary" of said 2023- 2024 Budget Book.

3. The “Summary of Expenditures/Expenses 2023-2024 by Department within Fund-Legal Level of Budgetary Control" attached as Exhibit A is approved.

4. The Appropriation Limit as calculated and shown on Page 9 of the 2023-2024 Budget book is approved for $404,728,778.

5. The Council orders that any budget savings or unanticipated revenue be transferred to reserves in accordance with the Appropriation Limit.

6. Any amendments to the appropriations as may be subsequently approved by the Council shall be in conformance with Section 2-8.11, Section 2-8.13 and Section 2-8.17 of the Clovis Municipal Code.
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AGENDA ITEM NO. 14.

7. The City Council orders that $22,700,000 of the Fund Balance from the City's General Fund be designated as Emergency Reserve.

8. The City Council approves the Five-Year Capital Improvement Program that is included within the Annual Budget.

9. The Clovis Redevelopment Successor Agenc y’s information is included i n the City budget and accounting systems for administrative purposes and is shown on Exhibit A.

10. The updated Monthly Salary Schedules by bargaining group are attached as Exhibit B.

11. The City Council will implement the approved 3% annual increase in sewer user rates and will refund in full the $7.30 per month sewer bond surcharge thereby adopting the fees itemized in Exhibit C.

12. The City Council will implement the approved annual 4% increase in rates for refuse, residential recycling and greenwaste and street sweeping as shown in Exhibit D.

13. The City Council will implement the approved 3% annual increase in water user rates thereby adopting the fees itemized in Exhibit E. The non-drought rates on Exhibit E will be in effect for 2023-2024.
* * * * *
The foregoing Resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on June 5, 2023, the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Dated: June 5, 2023

________________________________ ________________________________ Mayor City Clerk
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AGENDA ITEM NO. 14.

RECOMMENDED
2023-2024
Annual Budget
Including Five-Year Community Investment Program
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AGENDA ITEM NO. 14.

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CITY OF CLOVIS

2023 - 2024
BUDGET

Submitted to City Council
May 15, 2023

___________________________________

Lynne Ashbeck
Mayor

Vong Mouanoutoua
Mayor Pro-Tem

Drew Bessinger
Council Member

Matt Basgall
Council Member

Diane Pearce
Council Member

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AGENDA ITEM NO. 14.

HOW TO USE THIS BUDGET

This Budget document has been designed to
provide the public concise and readable information
about the City of Clovis. The Budget explains the
services and objectives, annual spending plan for
2023-2024, debt obligations, and other vital
information about the operations of the City.

This Budget document is separated into ten
sections, designated by tabbed pages that provide
quick identification of its contents. The Table of
Contents lists every subject covered in this
document and the associated page number.

The tabbed pages include brief descriptions of the
data within each secion. The following are the ten
major sections and a brief explanation of each:

Table of Contents
A listing of all major sections, subsections, and the
associated page numbers.

Executive Summary
The Executive Summary Section includes the City
Manager's letter to the Mayor, City Council, and
residents of the City of Clovis which provides an
overview of the recommended Budget and its
objectives, policies and goals, a discussion of
funding for City services, a discussion of major
capital projects, and a general economic outlook for
the City.

Introduction
The Introduction Section provides general
information about the City, long-range goals, major
policies, financial policies, discretionary revenues,
economic outlook, basis of budgeting, budget
process and calendar, budgetary controls,
appropriation limitation, fund descriptions, and
organizational charts.

Summary of Revenues and Expenditures
The Summary of Revenues and Expenditures
Section provides several summary presentations of
financial transactions contained in the
recommended Budget and a listing of primary
revenue sources for the General Fund.

Debt Obligations
The Debt Obligation Section provides information
about the City's policies on long-term debt, current
long-term debt obligations, and the legal debt limit.

Personnel
The Personnel Section provides a summary and a
detailed list of all the employee positions and the
proposed changes in the recommended Budget.

Operations
The Operations Section provides detailed
information about the programs and proposed
expenditures for each department. Each
department begins with a summary identifying all
activities for the department. The summary is
followed by department performance measures,
which includes detail for each activity. Activity
narratives include a brief "Five-Year Outlook" that
addresses future budget considerations. Following
the activity narratives is the activity budget detail
including position allocations.

Community Investment Program
The Community Investment Program Section
provides a general explanation of all capital projects
planned for 2023-2024 and is organized by activity.

Projects are identified on the basis of priority need
and availability of funding.

Five-Year Community Investment Program
The Five-Year Community Investment Program
Section provides a general explanation of all capital
projects planned for 2023-2024 through 2027-2028
and beyond and is also organized by activity.

Projects are identified on the basis of priority need
and availability of funding.

Appendix
The Appendix Section provides demographic
information, phone numbers of City offices, elected
officials,miscellaneous stat istics, and a glossary of
terms used in this document.

Every attempt has been made to make this Budget
document as easy to understand as possible. We
apologize for the use of "technical terms"; but due
to the nature of accounting, their use is sometimes
unavoidable. We hope that including a Glossary of
terms in the Appendix Section will help the reader
through these technical areas. If you have any
questions or need clarification of items in this
Budget, contact the Finance Department by calling
(559) 324-2130.

The Budget document is available for public
inspection at City Hall, Clovis Civic Center,
1033 Fifth Street, and the Clovis Branch Library,
1155 Fifth Street, during regular business hours, as
well as the City’s website at www.cityofclovis.com.

Individual copies may also be purchased from the
Finance Department.

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TABLE OF CONTENTS

I. Executive Summary .......................................................................................................... .............. i-vi

II. Introduction .............................................................................................................. .................... 1-22 Summary of Discretionary and Non-Discretionary
Revenues Chart .................................................................................................................... 4 Use of Discreti onary Revenues Chart ......................................................................................... 5 Description and Purpose of Accounting Funds .................................................................... 10-11 Organization al Charts ........................................................................................................... 12-21 Management Staff & B udget Task Force .................................................................................. 22

III. Summary of Revenues and Expenditures .................................................................................. 23-46 Fund Balanc e Summary ............................................................................................................ 23 Fund Highlights .......................................................................................................................... 24 Summary of Resources and Appropriations ............................................................................. 25 Notes to Re sources and Appropriations ................................................................................... 26 Summary of Revenues and Expenditures ................................................................................. 27 Budget Summary - All Funds ............................................................................................... 28-29 Budget Summar y by Fund .................................................................................................... 30-33 Summary of Revenues by Fund ........................................................................................... 34-35 Revenue by Source ........................................................................................................... ... 36-43 Summary of Expendi tures by Fund ...................................................................................... 44-46

IV. Debt Ob ligations ......................................................................................................................... 47-54 Debt Summary ........................................................................................................................... 48 Description of Long-Term Debt ............................................................................................ 49-54

V. Personnel…………… …………………………………… ………………………………………… …...55-62 Personnel Overview .................................................................................................................. 55 Summary of Position s by Department ....................................................................................... 57 Detail of Positions by Department ........................................................................................ 58-62

VI. Operations… ………………………………………… …………………………………… …………...63-192

Table of Contents ...................................................................................................................... 63 Summary of Expenditures by Department/Function ............................................................ 64-65 City Council ................................................................................................................ .......... 66-67 City Attorney ............................................................................................................... .......... 68-69 City Manage r Department .................................................................................................... 70-91 General Services Department ............................................................................................ 92-1 13 Finance De partment ......................................................................................................... 114-119 Planning and Development Se rvices Department ........................................................... 120-130 Police D epartment ............................................................................................................ 131-149 Fire Department ................................................................................................................ 150-161 Public Utilitie s Department ............................................................................................... 162-189 Clovis Succes sor Agencies .............................................................................................. 190-192

VII. Community Investment Program Summary ............................................................................. C1-C16

VIII. Five-Year Community Investment Program ........................................................................... C17-C62

IX. A ppendix .................................................................................................................................... A1-A7 Glossary .................................................................................................................... ........ A8-A14 185
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May 15, 2023

To: Mayor Ashbeck, Members of the City Council, and Citizens of Clovis

EXECUTIVE SUMMARY

The 2023-2024 Annual Budget for general operations and capi tal improvement programs for the City of Clovis in the amount of $330.8 million is hereby submitted, in accordance with the Clovis Municipal Code.

The 2023-2024 Annual Budget was developed to grow the City’s operations to match growth and provide targeted investments in the City to improve the quality of life for its residents. While economic uncertainty still exists and the General Fund is still constrained, the City is in a solid fiscal position. This proposed budget further solidifies the City’s financial position in maintaining reserves, setting aside funds for future needs, and reduces the potential need for debt financing while restoring critical services and making significant investments in our City.

Highlights. The 2023-2024 Annual Budget is the spending plan for local services and investment in infrastructure of the community. The Annual Budget provides for a range of public services and focuses on those services that are essential to our citizens. Continuing prudent fisc al decisions and ongoing economic development initiatives enable the City to continue to maintain service levels and remain fiscally sustainable. The 2023-2024 Annual Budget highlights include:

 Provide Targeted Neighborhood Revitalization Investments. This is a long-term effort to improve community appearance, neighborhood stabilization, amenities in older neighborhoods, and economic opportunities. These investments total $13.7 million in the proposed 2023-2024 budget building on an investment in 2022-23 of $26.67 million and including the following:
o Affordable Housing Programs Continue Unprecedented Level of Investment of nearly $7 million in Grant Funding.
 $4.0 million for Housing Rehabilitation Loans
 $1.15 million for Down-Payment Housing Assistance
 $1.53 million to support the creation of new affordable housing.  Continuing the Emergency Housing Repairs Program at $0.28 million o Active code enforcement will continue with a cross-department effort. o Public street improvements. Reconstruct or Design:
 Reconstruct Barstow Avenue – Sunnyside to Fowler, Clovis to Sunnyside, and Willow to Villa Avenues.
 Reconstruct Bullard Avenue – Villa to Minnewawa Avenues.  Reconstruct Sierra Avenue – Willow to Peach Avenues.
 Reconstruct Sunnyside Avenue – Barstow to Shaw Avenues.  Willow Avenue – Shaw to Barstow.
 Construct ADA Improvements as part of various street improvement projects. o Sidewalk Improvements. Design reconstruction of sidewalks near Sierra Vista Elementary School.
o Alley Improvements. Reconstruct various alleys in eligible lower-income neighborhoods. o Water & Sewer Improvements.
 Sewer main replacement on Santa Ana Avenue west of Clovis Avenue.  Water Well 35 Improvements at Dewitt and Santa Ana Avenues. o Economic Development Investments.
 Revitalization planning for underutilized Shaw Avenue commercial properties.

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AGENDA ITEM NO. 14.

ii
 Offer small and micro business incubation services in Southwest Clovis in partnership with the Clovis Culinary Center and regional partners.
 Continue marketing the area for retail and job generating uses to serve adjacent the neighborhoods and the City as a whole.
 Enhance Public Safety. Public safety is a core service to the City. o Increase of 5 sworn Police personnel bri nging the total authorized to 117 officers and adding a Community Services Officer.
o The budget provides for the replacement of 13 additional vehicles and 2 utility trucks in the Police Department during the budget year.
o The purchase of SWAT vests for the Police Department. o Construction of a gym at Fire Station #3.
o Fund two Fire Department Command Vehicles.
o Replace the Public Safety UPS system.
 Provide Fiscal Security. The Emergency Reserve is proposed to be 22% (of General Fund Expenditures), or $22.7 million, set aside this year for unforeseen emergencies. The City’s auditors recommended a target amount of 20%-25% as a prudent reserve for a city operation the size of Clovis.

This fund protects services levels from catastrophic and unexpected losses. Utilization of these funds requires a 4/5th‘s vote of the City Council.
 Further Secure Water Supplies and Systems.
o Upgrade outdated supervisory control and data acquisition (SCADA) software that is no longer supported and does not adhere to current industr y security standards for industrial control systems (ICS). Modern SCADA will provide ea se of use and advanc ed functionality for operators, developers, and system administrators.
o Continue investments with the Fresno Irrigati on District for the firm surface water supply. o Improve treatment at the Surface Water Treatm ent Plan to improve the quality of the water. o Installation of an additional pump at Pump Stat ion E to allow for the expansion of recycled water use.
o Design of Wastewater divers ion improvements to increase capacity of the Sewer System.  Invest in Employees. The budget includes a budgeted cost of living increase and funds for employee benefits. Funds for training and educational opportuni ties have been included and encouraged to be used to allow employees to reach their full potential at the City. In addition, new positions have been added to meet the growing needs of the City.
 Invest in Planning our Future. The budget includes funding for the preparation of environmental impact reports for development projects and master plans that are currently being processed. In addition, funding is included for continued work on the Sixth Cycle Housing Element and the update to the General Plan. The Housing Element is expected to be complete in the Fall of 2023.  Invest in the City’s Economic Future. Staff will be actively worki ng on attracting commercial and industrial businesses to Clovis to add jobs and re venues to the City. Staff will continue to make strategic marketing efforts aimed at top revenue producing businesses to support the financial needs of the City. Relationships are being developed with critical development partners in the community and assisting projects through the development process. Staff will also be working with regional partners to develop entrepreneurial and small business growth resources. Staff will continue a focused marketing effort on reinforcing Clovis as a medical hub for services, education, and research leverage with the expansion of Clovis Regional Medical Center and the expansion of California Health Sciences University.
 Serve our Seniors. City funds are budgeted to complete construction work for the new Senior Center and Transit Hub at Landmark Square. Pending approval of the County’s regional library, the City will ensure that a pad area is made available to facilitate its future construction on-site. The new facilities will more than double the capacity of the library and Senior Center, and offer a new amenity to the community, a Transit Hub. This will bolster Old Town as the heart of Clovis and leverage the investment the community has made in the trail system and Old Town.

The 2023-2024 Annual Budget will be available for review at the City Clerk’s Office - 1033 Fifth Street, at the Clovis Branch Library - 1155 Fifth Street, and at the City’s website at www.cityofclovis.com as of May 15, 2023. Individual copies are available for purchase from the Finance Department. Public hearings to consider the Annual Budget will be at the regular City Council meeting of June 5, 2023, and, if needed, June 19, 2023, with adoption scheduled at the conclusion of the hearings.

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iii
Our Vision, Our Mission, and Our Guiding Principles
The Vision Statement articulates the most desirable qualities that will define the City of Clovis of the future; it builds on the City’s values and opportunities and serves to inspire its citizens to achieve the community’s potential. Our Vision and Community Values for Clovis:

The Mission Statement developed by the City Council afte r consultation with citizens provides a statement to summarize those things that really matter to the City Co uncil in leading the community and delivering services to the citizens of Clovis:

Define and deliver local government better than anyone today and tomorrow.

The guiding principles for achieving and perpetuating Our Vision for Clovis as a livable community and Our Mission as a local government are:

 Keeping focus on Our Vision and Our Mission as the comm unity grows and in the activities we undertake.  Educating and informing the citizens of Clovis and our employees of Our Vision and Our Mission.  Mobilizing citizen support for Our Vision and Our Mission.  Believing that Our Vision and Our Missi on will happen through the actions we take.  Providing opportunities for volunteers to contribute to Our Vision and Our Mission.  Providing adequate funding and resources to achieve Our Vision and Our Mission.  Celebrating the successes of Our Vision and Our Mission along the way.  Focusing on the very best for the entire community and withstanding individual pressures to stray from Our Vision and Our Mission.

Fiscal Overview
The City of Clovis rapidly recovered from the recession related to the COVID-19 pandemic. The City’s unemployment rate peaked in May of 2020 at 13%, dropped to as low as 2.5% in March of 2022, and in March of 2023 is at 3.8%, which is very close to the unemployment rate pre-pandemic. The City has also enjoyed higher than average retail sales when compared to other cities and the state, and significantly better occupancy at hotels than both forecasted and experienced elsewhere. This has rapidly increased the City revenues but the rate of increase is unlikely to be sustainable. The recovery was coupled with historic inflation rates, nearing 10% in the past year and coming down to 5% in April of 2023. This inflationary pressure pushed the Federal Reserve to make rapid increases in interest rates to moderate demand. The national economy is forecasted to face a recession in the next year and some signs of slowing are evident, it is unclear how deep or long the recession will be if it even occurs. As was evident during the 2020 recession, the City’s efforts over many years to build a strong and diverse economy that attracts high quality businesses, employee s, and residents to our community will be key in walking through more uncertainty.

In addition, the City as a whole is faced with a rapidl y changing environment. The method of product delivery is transitioning to non-taxable digital services and delivery se rvices rather than brick and mortar locations. Many employees are continuing to telecommute, changing daily traffic patterns, and finding labor is a continued challenge.

This has resulted in changes in real estate demand. In this, there are opportunities for the City to address the changes in the upcoming General Plan Update and projects such as the Shaw Avenue revitalization strategy being developed. The City has also supported and leveraged the large and continued increases in entrepreneurial start- ups.

As we gain deeper knowledge of the economic shifts that rapidly occurred during the pandemic, it has confirmed that the City is on solid ground economically with new businesses, ideas, and way of doing business coming forth to keep Clovis strong for the long run despite short term challenges in the labor market, inflationary pressures, and monetary policy. The fundamentals of a well-educated community, excellent infrastructure, good land use policies, and a heritage of hard work will provide for an economic engine that gives hope for the future. Continuing a spirit of partnership with Clovis businesses is going to be critic al in reaching mutual goals of a vibrant community that allows for success of all residents.
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AGENDA ITEM NO. 14.

iv
Budget Overview
The 2023-2024 Annual Budget for all funds totals $ 330.8 million, including $281.8 m illion in operating expenses and $49.0 million in capital improvement expenditures. The budget is balanced using current revenues, anticipated rate increases, and capital reserves. This budget represents an 14% decrease compared to estimated expenditures for 2022-2023, due primarily to several large capital projects being completed in the current year and not reflected in the proposed budget. A summary of expenditures by function is provided below:

General Fund
The proposed General Fund Budget is balanced using current year revenues. Expenditures are projected at $105.3 million and represent an increase of 7% compared to the estimated expenditu res for 2022-2023. Revenues are projected at $105.2 million, which is an increase of 4% when compared to the estimated revenues for 2022-2023.

The summary of General Fund expenditures by function is provided below:

The 2023-2024 Annual Budget projects sa les tax revenues to be $32.0 million, which represents a 1% increase from the 2022-2023 Annual Budget. Over the last two years, sales tax experienced dramatic growth due to the shift to online purchases which was exacerbated by the pandemic. California’s AB 147, the Marketplace Facilitator’s Act, also provided vigorous gains in the county pools due to on line purchases, of which the City receives a share. The City does not anticipate this rate of growth to contin ue and is projecting a moderate increase after experiencing robust growth in the prior two fiscal years. Sales tax is expected to flatten or grow modestly due to inflationary pressures on households shifting dollars away from discre tionary spending as larger portions of income go to essentials such as food, transportation, and housing costs. Sales tax comprises 39% of the projected discretionary revenue for fiscal year 2023-2024.

Property tax revenues are expected to continue to rise , although new housing development is not anticipated to continue at historical levels. Commercial property tax revenues will be closely monitored as they may be impacted by the accelerated shift to online shopping and remote office work. Property taxes, including in-lieu vehicle license fees, are projected to be $37.4 million in fiscal year 2023-2024, which represents a 11% increase from the previous fiscal year. These property taxes comprise 46% of the projected discretionary revenue for fiscal year 2023-2024.

A key to ensuring Clovis’ long-term fiscal health is to accumulate sufficient funds to maintain an Emergency Reserve that is adequate to protect the City against an unexpect ed catastrophic event and for the continuance of essential City services during a rapid economic downturn. The City’s auditors recommend a target amount of 20%-25% as a prudent reserve for a city operation the size of Clov is. The 2023-2024 Annual Budget includes a transfer of $1.7 million to the Emergency Reserve, which results in a balance of $22.7 million or 22% of expenditures. The Budget also includes an unassigned fund balance of $2 million to be carried forward as a contingency for economic uncertainty and in case of unexpected expenditures or revenue shortfalls.

The General Fund is the only fund with discretionary revenues to fund all or portions of operations, such as Police and Fire protection, street s and parks maintenance, re creation, and senior services. The distinction between Public Safety
74%
General
Government/
Economic Dev
10%
Public
Utilities
6%
Cultural &
Recreation
10%
General Government $ 9,602,900
Public Safety 78,564,600
Planning & Development Services 15,348,900
Community Investment Program 49,006,000
Public Utilities 82,712,800
Culture & Recreation 21,690,900
Internal Services 73,827,700

TOTAL $ 330,753,800
Public Safety $ 78,564,600
General Government/Economic Dev. 9,602,900
Public Utilities 6,116,900
Cultural & Recreation 11,054,800
TOTAL $ 105,339,200
General
Government
3%
Public Safety
23%
Planning &
Development
Services
5%
Community
Investment
Program
15%
Public Utilities
25%
Culture & Rec
7%
Internal
Services
22%
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AGENDA ITEM NO. 14.

v
“discretionary” and “non-discretionary” revenues is key to understanding the financing of local government core services. It is also the key to understanding how decisions about funding of local government and use of revenues made at the state or local level can affect the City’s core services. Only 26% of the City’s total current year revenues are available for discretionary spending. The remaining revenues are designated for specific purposes. A more detailed description of the use of discretionary revenues is provided in the Introduction Section of this budget.

Other Funds
Although a major focus of the budget disc ussion is the General Fund because it represents the essential core services delivered to citizens and is supported by gener al tax revenues, other funds are no less important. These other funds include the community inve stment funds, enterprise funds, and inte rnal service funds. All these funds are balanced for 2023-2024, utilizing current revenue and reserves when appropriate.

In the Public Utilities Department, Sewer will have a 3% rate increase in this year’s budget and will refund the full $7.30 bond surcharge. The Water Fund will implement the authorized 3% increase and has tw o rate schedules:
one for normal conditions and one for drought conditions. Th is year’s budget anticipates normal conditions.

Community Sanitation will have a 4% increase for recyc ling and greenwaste se rvices, a 4% increase for refuse service and a 4% increase for Street sweeping char ges. The Transit Enterprise Fund and Planning and Development Services Fund (PDS) are fully funded this ye ar. These funds are included in the Summary of Fund Balances and other tables in the Summary of Revenue and Expenditures section of this budget.

The Internal Service Funds are included in this budget and act as cost accumulation and allocation centers. All these funds are fully funded with adequate balances to manage emergencies in the respective operational areas, should the need arise. In addition, the Community Investment Program (CIP) is included in this budget with details included in the CIP section.

The 2023-2024 Annual Budget represents the City being in a strong fiscal position poised to make investments to continue Clovis’ heritage and mission to “Define and deliv er local government better than anyone today and tomorrow”. I wish to thank the Council, the City’s Executive Management Team, and all City Employees for their extraordinary efforts during the past three years as we have continued to provide excellent public service during unprecedented and challenging times. I am confident that we will continue to excel in 2023-2024.

Respectfully submitted,

John Holt
City Manager
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AGENDA ITEM NO. 14.

INTRODUCTION
The City of Cl
ovis was incorporated on February 27, 1912,
as a general law city of the State of California and as such can exercise the powers allowed by the Constitution and laws of the State of California. The City is governed by the City Council-Manager form of government in which the
City Council determines the mission, land use, and
spending policies of the City and appoints the City
Manager to oversee the day-to-day operation in carrying forward those policies. The City Council consists of five members elected at large for al ternating four-year terms.

The City provides the following services: public safety, animal control, transit, senior services, parks, recreation, economic development, planning and zoning, building
inspection and engineering, street maintenance, water
treatment and delivery, refuse collection and disposal, sewage collection and treatment, water reuse, street
cleaning, and general administrative services.

In accordance with state law and the Clovis Municipal
Code, the City prepares and adopts an annual balanced
budget on a basis consistent with generally accepted
accounting principles. Annual appropriated budgets are adopted for the General Fund, special revenue funds,
capital project funds, and debt service funds. Spending plans are also adopted for the proprietary funds.

FINANCIAL POLICIES
The City
Council has established fiscal policies that govern the City’s financial administration and are designed to safeguard the City’s assets, provide for a stable funding base, and ensure that adequate accounting data is compiled. The accounting data allows for the preparati on of various accounting reports such as this budget and the Annual Comprehensive Financial Report (ACFR). Following are the financial policies that provide the basis for the financial direction of the City:
 The City’s budget policy states that all operating budgets shall be balanced, and ongoing costs will not exceed current revenues plus the available fund ba lance that exceeds reserv e fund requirements. The minimum reserve for any operational fund is 10% of the budgeted expenditures with the goal for reserves of 20-25% of budgeted expenditures unless capital borrowing or extraordinary fiscal conditions require that higher levels of reserves be maintained.

The Enterprise Funds are to be fully supported by user fees and charges, and the Internal Services Funds are to be funded at appro
priate levels to ensure reasonable ability to respond to unforeseen events.

Annually, the City has designated a contribution of gene ral funds to the General Government Services Fund (an Internal Service Fund) to address the building space needs for new fire stations, safety training facilities, regional park facilities, business and industrial parks, upgrades and new technology for improved prod
uctivity, and major remodeling, repairs, or additions to existing facilities. 
The City will not issue long-term debt to cover curren t operations. The City will consider the issuance of long-term debt to purchase/build capital assets when those assets will benefit users over several year s and it is dete
rmined that it is more equitable to sp read the capital investment and financing costs of the assets to current and future users of the assets.
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AGENDA ITEM NO. 14.

Annually, the City will have an independent audit of it s financial records prepared by a certif ied public accou
ntant, pursuant to generally accepted auditing standards, and will submit an annual financial report to the City Co
uncil by December 31 for the previous fiscal year.
 Fees for services provided will be charged directly to users of the services when appropriate and should cover the full cost of service delivery. Fees will be reviewed on an annual basis to ensure that the fee is appropriate for the service provided compared to actual cost or an approved cost index. 
Development impact fees will be established with the goal that new growth pays the cost of infrastructure improvements and minimizes the burden to existing residents.  The City will invest available cash assets in a mann er consistent with the safeguards and diversity that a prudent investor would adhere to with primary emphasis on preservation of principal, sufficient liquidity to co
ver anticipated payment outflows, and high yields consistent with the first two goals. The City’s investments will be consistent with Section 53601 of the Government Code of the State of California that identifies
which types of investments are eligible for investment of public funds, and the maximum percentage of an investment portfolio that is allowed for any one investment.

The City is in compliance with all of its financial policies.

KEY BUDGET OBJECTIVES
The City inten
ds to maintain facilities and deliver essential core services at levels that will meet the most urgent needs of the community, while keeping expenditures in line with revenues. The following are the key objectives of this budget. For more details on how these objectives relate to departmental goals, refer to the Department Summaries included in the Operations Section.

1. Maximize service levels for public safety, crime prevention, hazard prevention, and emergen cy respon
se in the community by prioritizing the most urgent demands for services and seekin g alternati
ve methods to meet lesser priority demands consistent with the need for sustainable spending.

2. Implement and begin update of the General Plan and all service and infrastructure master plans.

3. Maintain appropriate service levels that will best promote community appearance and the environment and seek to protect the substantial public investment in streetscapes, parks, and trails.

4. Implement an Economic Development Strategy that seeks to facilitate the growth of new or expanding businesses and jobs that improve the overall tax base of the City, improve the diversity of the local economy, and improve the income of residents in the community.

5. Pursue an aggressive capital investment program to provide a safe, clean, and well-maintained community for the residents, to provide first-rate public facilities to serve the City’s population well into the future, and to induce increased local employment from construction contracts; and to provide pre
ventative maintenance as a priority expenditure to avoid greater costs in the future.

6. Provide targeted neighborhood revitalization invest ments. This is a long-term effort to improve community appearance, neighborhood stabilization, infrastructure improvements, amenities in older neigh
borhoods, and economic opportunities. These investments total $13.7 million in the 2023-2 4 budg
et on top of $26.67 million in the previous year budget in funding primarily reinvesting in some of the City’s older neighborhoods.

DISCRETIONARY VERSUS NON-DISCRETIONARY REVENUES
The distin
ction between these categories of revenue is especially important for the General Fund. It is the key to understanding the financing of general government operations and services. Understanding these categories of revenue makes clear how decisions that are made about funding for local government and use of these revenues can affect these core government services. With constrained sources of revenue, the terms “discretionary” and “non-discretionary” revenues have taken on greater importance.

Discretionary revenues are those for which the City can decide, without restriction, how these funds will be expended and on which programs. Examples of discretionary revenues are property taxes, most sales taxes, and business license fees, all of which may be allocated to support any lawful purpose of the City’s choosing.

Discretionary revenues are used to support the General Fund operations and programs. The primary sources of discretionary revenues are property, sales, and certain other taxes which account for more than 97% of total discretionary funding.
2 198
AGENDA ITEM NO. 14.

Non-discretionary revenues have restrictions, and th e City must spend the se revenues on the programs for which the
y are intended. Examples of non-discretio nary revenues include gas taxes that must be used for street maintenan
ce; and development fees that must be used for land use entitlement processes and inspectio
ns or investment in public improvements associated with new development.

The chart on the following
page titled “Summary of Discretionary and Non-Discretionary Revenues 2023-2024” ill
ustrates that only 26% of total annual re venues are discretionary with the remaining 74% non- discretionary. The City’s
discretionary revenues this year total $81.8 million, of which $81.5 million are being appropriated in the General Fund and $0.35 million are being transferred to the Planning and Development Service
s Fund to pay for the public benefit supported by that operation. The remaining $248.9 million of revenues are non-discretionary. Of the discretionary revenu es, the chart titled “Use of Discretionary Revenues 2023-2024” shows that the City will use 87%, or $71.5 million, of the total $81.8 million of discretionary funds for public safety.
3 199
AGENDA ITEM NO. 14.

SUMMARY OF

DISCRETIONARY AND NON-DISCRETIONARY
REVENUES 2023-2024
Non-
Discretionary Discretionary Total
34,307,000 3,061,000 37,368,000
44,994,000 550,000 45,544,000
1,370,000 3,912,000 5,282,000
0 188,000 188,000
405,000 1,713,000 2,118,000
257,000 44,980,000 45,237,000
50,000 181,852,000 181,902,000
0 945,000 945,000
81,383,000 237,201,000 318,584,000
Property Taxes
Sales & Other Taxes
Licenses & Permits
Fines & Forfeitures
Use of Money & Property
Revenue From Other Agencies
Charges For Current Services
Other Revenues

TOTAL CURRENT FUNDING
(Additions to)/Use of Available Balance
507,200 11,662,600 12,169,800
TOTAL 81,890,200 248,863,600 330,753,800
26%
74%
Discretionary Non-Discretionary
Current Funding
4 200
AGENDA ITEM NO. 14.

USE OF DISCRETIONARY REVENUES
2023-2024
Non- Use of
Total Discretionary Discretionary
Departments Expenditures Revenues Revenues
City Council 560,700 185,000 375,700
City Attorney 1,123,200 752,000 371,200
City Manager 9,517,000 7,580,900 1,936,100
General Services 70,203,200 67,337,800 2,865,400
Finance 3,982,100 3,273,000 709,100
Police 54,524,000 4,697,000 49,827,000
Fire 24,040,600 2,332,000 21,708,600
Public Utilities 102,448,100 98,701,000 3,747,100
Planning & Development Services 15,348,900 14,998,900 350,000 Community Investment Program 49,006,000 49,006,000 0
TOTAL 330,753,800 248,863,600 81,890,200
Public Utilities
5%
Planning & Dev
Serv
1%
Public Safety
87% General Services
3%
Admin & Econ Dev
4%
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AGENDA ITEM NO. 14.

ECONOMIC OUTL
OOK
The City
of Clovis rapidly recovered from the recession related to the COVID-19 pandemic. The City’s unemployment rate peaked in May of 2020 at 13%, dropped to as low as 2.5% in March of 2022, and in March of 2023 is at 3.8%, which is very close to the unemp loyment rate pre-pandemic. The City has also enjoyed higher than average retail sales when compared to other cities and the state, and significantly better occupancy at hotels than both forecasted and experienced elsewhere. This has rapidly increased the City revenues but the rate of increase is unlikely to be sustainable. The recovery was coupled with historic inflation rates, nearing 10% in the past year, and coming down to 5% in Apr il of 2023. This inflationary pressure pushed the Federal Reserve to make rapid increases in interest rates to moderate demand. This once again leaves the City in a period of fiscal uncertainty. With consumer and business demand being squeezed due to monetary policies it is likely the City will see a slowing in revenues.

The national economy is forecasted to face a recession in the next year and some signs of slowing are evident it is unclear how deep or long the recession will be if it even occurs. As was evident during the 2020 recession, the City’s efforts over many years to build a strong and diverse economy that attracts high quality businesses, employees, and residents to our community will be key in walking through more uncertainty.

Many employees are continuing to telecommute changing daily traffic patterns and finding labor is a continued challenge. This has resulted in changes in real estate dem and. In this there are opportunities for the City to address the changes in the upcomin g General Plan Update and projects such as the Shaw Avenue revitalization strategy being developed. The City has also supported and leveraged the large and continued increases in entrepreneurial start-ups. This is occurring in various settings including the Clovis Culinary Center and the Valley Small Business Development Center with Clovis residents launching businesses. The City has resourced these start-ups with assistance and will be continuing these efforts significantly with investments in this budget.

As we gain deeper knowledge of the economic shifts that rapidly occurred during the pandemic, it has confirmed that the City is on solid ground economically with new businesses, ideas, and way of doing business coming forth to keep Clovis strong for the long run despite short term challenges in the labor market, inflationary pressures, and monetary policy. The fundamentals of a well-educated community, excellent infrastructure, good land use policies, and a heritage of hard work will provide for an economic engine that gives hope for the future. Continuing a spirit of partnership with Clovis businesses is going to be critical in reaching mutual goals of a vibrant community that allows for success of all residents.

Upcoming projects that will have a positive effect on the local economy include:
• California Health Sciences University (CHSU) increasing enrollment candidates for becoming medical doctors in the Sierra Gateway Commerce District;
• Further attraction of businesses to the Sierra Gateway Commerce District; • Businesses locating in the expanded Dry Creek Industrial Park and nearby business developments; • Additional expansion of medical facilities at Clovis Community Medical Center and on adjacent properties;
• Targeted investments of $13.7 million that will improve older Clovis neighborhoods and provide economic opportunities;
• Development of approximately 400,000 square feet of industrial buildings on vacant parcels in the Clovis Industrial Business Park beginning in 2023-2024; • The development on the Clovis and Dakota Avenue site into approximately 400,000 square feet of industrial will add at least 1,000 jobs to the City;
• The beginning of commercial development in the Heritage Grove growth area; • Additional commercial development coming to the Herndon Avenue Corridor; • Continued investment in the Shaw Avenue Corridor;
• Additional retail coming to the Loma Vista Urban Center; and • Construction of a six-lane expressway on Shaw Avenue from DeWolf to McCall Avenues. 6 202
AGENDA ITEM NO. 14.

FUND

ACCOUNTING
The accounts of the City are orga
nized on a basis of funds, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues, and expenses/expenditures. Government resources are allocated to and accounted for in individual funds based on the purposes for which they are to be spent. The various funds are grouped into three broad categories as follows:

Governmental Fund Types - Governmental funds are used to account for all of the City's general activities, including the collection and disbursement of earmarked mo nies (special revenue funds), the acquisition of or construction of general fixed assets (capital projects funds), and the servicing of general long-term debt (debt service funds). The General Fund is used to account for all activities of the general government not accounted for in some other fund.

Proprietary Funds - Proprietary funds are used to account for activities similar to those found in the private sector, where the determination of net income is necessary or useful to sound financial administration and the primary intent is to recover the costs of providing the goods or services through user charges. Goods or services from such activities can be provided either to outside parties (enterprise funds) or to other departments or agencies primarily within the government (internal service funds).

Fiduciary Funds - Fiduciary funds are used to account for assets held on behalf of outside parties in a trustee capacity. Assessment Districts fall within this category as does the Redevelopment Successor Agency.

BASIS OF BUDGETING
The budgets
of the governmental fund types (General Fund, special revenue, capital projects, debt service, and assessment districts) are prepared on a modified accrual basis. This means expenditures are recorded when the liability is incurred, and revenues are recognized if they are received during the fiscal year or shortly thereafter. In addition, the City treats encumbrances as expenditures onl y for budgetary control purposes.

Encumbrances open at year-end are reported as assi gnments of fund balances since they do not constitute expenditures or liabilities. Available expendable resources include beginning fund balance and current year revenues and transfers from other funds.

The spending plans for the proprietary fund types, comprised of internal service funds (employee benefits, fleet, liability and property insurance, and general servic es) and enterprise funds (water, sewer, community sanitation, planning and development services, and transit), are prepared on a full accrual basis. Expenses are recorded when the liability is incurred, and rev enues are recognized when the service is provided.

Exceptions exist in the way the City prepares its spending plans for the enterprise funds and the way they are reported in the City's Annual Comprehensive Financial Report (ACFR). Depreciation on assets is not shown in the spending plan, but expenditures for capital are shown at the full purchase price. The ACFR shows depreciation but not the capital expenditure, which is in accordance with generally accepted accounting principles. Available expendable resources for proprietary funds include beginning working capital, current revenues, and transfers in. Beginning working capital is defined as current assets less current liabilities; in other words, working capital represents cash available to pay expenses.

FIVE-YEAR COMMUNITY INVESTMENT PROGRAM
Based on the
City’s Master Development Plans, the program consists of broad evaluation and establishment of priorities for capital projects essential for future development, as well as the replacement of existing City facilities as needed to ensure the continued delivery of services to the public. An important part of the process of developing the community investment program for capital improvements is determination of the logical order of construction of projects included in the master plans so that underground work is well coordinated to be accomplished in advance of above groundwork. Public service programs and the master plans are the principal bases for determining general priorities. Other factors, however, may influence the final decision as to when a particular project is to be undertaken, such as public demand, major commercial or industrial users, the need to coordinate with other jurisdictions, or even special funding. The five-year community investment program is not designed to do all things that need to be done, but rather to develop a reasonable program of public needs and a dependable order of urgency for each project in relation to other projects. The preparation of the capital budget provides greater assurance that the projects will be undertaken in order of need, that overlapping projects will be avoided, that costly mi stakes can be avoided, and that all projects can be 7 203
AGENDA ITEM NO. 14.
coor
dinated with each other. Below are a few highlight s of projects included in the Five-Year Community Investment Program:
• Sewer Main Replacement in Santa Ana Avenue west of Clovis Avenue • Design of Sewer Diversion Projects to extend life of Herndon Sewer Service Area • Pump Station E (Ashlan/Leonard) Addition of Pump
• Design of Recharge Basin Park at Barstow and Agua Dulce • Construction of Roundabout at Owens Mountain Parkway and Dewolf Avenue • Design of Various Street Rehabilitation Projects
• Rehabilitation or Widening of Various Streets, including o Armstrong – Bullard to Sierra
o Clovis – Shepherd to Teague
o Minnewawa – Alluvial to Herndon
o Shaw - Dewolf to Leonard, includes overpass
o Sierra – Willow to Peach
• Well 35 – Dewitt/Santa Ana Pump and Motor
• Water Conveyance System Master Planning

BUDGET PROCESS
The propose
d budget is required by City Ordinance to be submitted to the City Council by the third meeting in May for the upcoming fiscal year (which begins July 1 and ends June 30). The Council holds public hearings following the submittal of the budget, and may add to, subtract from, or change appropriations within revenues and reserves estimated as available. The Council is required to adopt a balanced budget by June 30. If a balanced budget is not adopted by June 30, to ensure continuity of government services, the City Manager’s proposed budget becomes effective (excluding capital expenditures).

As part of the budget process, City staff prepares a five-year forecast that analyzes the City's long-term fiscal condition. It identifies trends and issues that must be addressed early to ensure the City's continued financial success in meeting the service needs of the City's residents. These planning sessions are intended to identify Council goals and priorities for the upcoming year. The departments then provide budgetary requests necessary to provide the services required to meet the Council goals. Once the City Manager confirms that the budget is structurally balanced with current resources sufficient to cover current expenditures, the Finance Department accumulates the data into a budget book representing the proposed budget that is submitted to Council.

Following adoption of the budget, it is sometimes necessary to amend the budget. The City Manager may transfer any appropriation within a specific fund no t to exceed $5,000 for appropriations and $2,500 for reserves. Transfers exceeding these amounts require Council action. Also, the Personnel section from time to time may require an amendment should additional staffing be necessary or should the complement of staff require adjustment. These changes also require Council action.

BUDGET CALENDAR
Depa
rtmental Submittal (including CIP) March 10, 2023
City Manager Budget Review March 13 - April 14, 2023
Introduction of Recommended Budget to City Council May 15, 2023 Council Budget Review and Public Hearings June 5, 2023
Adoption of Budget June 5, 2023

BUDGET CONTROL
Budgetar
y control is maintained at the department level by fund for both expenditures and personnel. The City utilizes encumbrance accounting in governmental funds under which purchase orders, contracts, and other commitments for expenditures are recorded to reserve the budgeted line item. Monthly reports to staff and quarterly reports to Council are utilized to affect budgetary control and reporting.

APPROPRIATIONS LIMITATION
In Novembe
r of 1979, California voters approved a constitutional amendment that established an Appropriations Limitation for the state and local govern ments. In June of 1990, the electorate approved 8 204
AGENDA ITEM NO. 14.

Proposition 111 that amended the provisions of the constitution to provide for the adjustment of the Limitation.

The formula now used to calculate the Appropriations Limit is the percentage change in California Per Capita Income (PCI) or the percentage change in valuations of non-residential construction (NRC) plus the percentage change in the City's population or the County's, whiche ver is greater. The State Department of Finance has provided the City with the population estimates and the Per Capita Income. The City’s population increased approximately 0.80% from 2022. The percentage change in the California PCI was approximately 4.44%. The change in non-residential construction was 1.54%. Therefore, the change in PCI is used.

Appropriations Limitation 2022-2023 $384,447,189
Add: Change in Population (0.80%) 3,075,578
$387,522,76 7
Add: Change in PCI (4.44%) 17,206,011
Approp
riations Limitation 2023-2024 $404,728,778
Less: Proposed Expenditures Subject to Limitation in 2023-2024 86,374,947 Amount of Unuse
d Authorized Appropriations $318,353,831
Over
the past five years, the City of Clovis’ expenditures have been less than the appropriation (approximately 25% of the limit); therefore, it is not likely that the City of Clovis will reach the Appropriations Limit in the future.

It is recommended that the Council's adoption of t he Budget include the establishment of the City's Appropriations Limitation for the 2023-2024 fiscal year at $404,728,778. ____________________________________
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AGENDA ITEM NO. 14.

DESCRIPTION AND PURPOSE

OF ACCOUNTING FUNDS
Th
e information below provides a brief outline for each of the funds utilized by the City to account for revenue and expenditures for the various activities of the City.

Community Facilities District 2020-1 Fund
The Community Facilities District 2020-1 Fund is a
special revenue fund that houses the collection and
spending of tax assessments within Community
Facilities District 2020-1. Assessments collected will
be used to finance all costs associated with the
maintenance and operation of certain public sewer
facilities and the eventual replacement thereof.

Community Sanitation Fund
The Community Sanitation Fund, which is self-
supporting from fees, is operated as a City business
or "enterprise." All costs including depreciation are
recorded in this fund. All revenue from service
charges related to the collection and disposal of
solid waste, recycling, greenwaste, and street
sweeping fees is deposited into this fund.

Employee Benefits Fund
This fund accounts for the cost of employee
benefits including retirement, workers'
compensation, health insurance, unemployment
insurance, and social security and Medicare
insurance. The source of funding is a charge to all
departments with personnel.

Fleet Maintenance and Replacement Fund
This fund accounts for the expenditures for
maintaining the City's fleet and for equipment
replacement. The source of funding is rental and
replacement charges to all operating departments
that use vehicles or equipment.

General Fund
The purpose of the General Fund is to account for
general government activities such as public safety,
planning, some public works, and revenue
collection administration. All local tax revenues,
building fees, certain user charges, and all
discretionary revenues are deposited in the General
Fund. The General Fund also receives
non-discretionary revenues related to specific
activities that are performed by the operating
sections within the General Fund.

General Government Services/Facilities Fund
This fund accounts for centralized support provided
to other departments including computer services,
central supplies, communications, energy, and
janitorial services and for government facility
maintenance, enhancements, and acquisitions.

The sources of funding come from a charge to all
operating departments.

Housing & Community Development Fund
This fund accounts for the operations of the
Housing and Community Development Program.

The funding source is the Housing and Community
Development Block Grant.

Housing Successor Fund
This fund was created to continue those City
managed housing projects not affected by the
State’s elimination of Redevelopment Agencies.
10 206
AGENDA ITEM NO. 14.

Lands
cape Maintenance Fund
This fund accounts for the expenditures of the
Landscape Maintenance Districts.

Liability and Property Insurance Fund
This fund accounts for the cost of general liability
and property damage claims and insurance. The
source of funding is from a charge to all operating
departments.

Park Projects Fund
This fund accounts for the revenue, primarily from
developer fees and park grants, for the purpose of
park development, including acquisition of property.

Also, as needed, funds are transferred from this
fund to the Park Bond Debt Service Fund for
payment of the annual principal and interest on the
Park Bonds, which were used for park acquisition
and development.

Planning & Development Services Fund
This fund accounts for the activities of the building,
planning, and engineering departments of the City.

Revenue is mainly generated from permit fees for
services provided.

Sewer Construction-Developer Fund
This fund accounts for the revenue from developer
fees from the Major Facilities Sewer charge and to
account for capital improvements for major trunk
sewer projects and expansion at the treatment
plant.

Sewer Construction-Enterprise Fund
This fund accounts for capital expenditures for
sewer main construction. Funds are transferred
into the fund from the Sewer Service Fund for user-
related projects and from the Developer Trust Fund
as reimbursements are made for developer
projects.

Sewer Service Fund
This enterprise fund accounts for the operation and
maintenance of the City's sanitary sewer system,
including operating costs of the City's share of the
Fresno-Clovis Wastewater Treatment Facility. The
fund is self-supporting from sewer user fees.

Street Construction Fund
This fund accounts for the capital street projects
paid for out of the City's share of Transportation
Development Act (SB 325) funds allocated by the
state, 1/2 cent sales tax for transportation, Special
Gas Tax Select Street funds, and federal funding
sources under the Federal Intermodel Surface
Transportation Efficiency Act. In addition, funds are
transferred from the Developer Trust Fund as
reimbursements are made for developer-financed
projects.

Successor Agencies Fund
This fund was established to manage the wind
down of the Clovis Community Development
Agency. State actions eliminated Redevelopment
Agencies effective 1/31/12 and required the
creation of this fund.

Transit Fund
This fund accounts for the operation of the City's
transit system including Stageline and Round-Up
and services contracted from Fresno Area Express
(FAX). The sources of funding for this activity are
SB 325 monies, farebox revenues, and 1/2 cent
sales tax for transportation.

Water Construction-Developer Fund
This fund accounts for the revenue from developer
fees and for capital improvements for major water
lines, water wells, and other major capital
improvements.

Water Construction-Enterprise Fund
This fund accounts for revenue from developer fees
and expenditures for installation of water mains.

Water Service Fund
This enterprise fund accounts for revenues from
delivery of water and the related expenditures to
operate and maintain the water system. Funds are
transferred from this fu nd to the Water Main
Construction Fund for system maintenance and
upgrades.
11 207
AGENDA ITEM NO. 14.

City Of Clovis Organization Chart

MAYOR AND

CITY COUNCIL

CITY MANAGER

ASSISTANT CITY MANAGER

PLANNING COMMISSION

PERSONNEL COMMISSION

CITY ATTORNEY

CITIZENS OF
CLOVIS

GENERAL SERVICES DEPARTMENT

PERSONNEL/RISK MANAGEMENT

SENIOR SERVICES

PUBLIC TRANSIT

RECREATION SERVICES

FACILITIES MAINTENANCE

PURCHASING

CITY MANAGER DEPARTMENT

ECONOMIC DEVELOPMENT &

COMMUNICATIONS

HOUSING & COMMUNITY DEVELOPMENT

CITY CLERK OPERATIONS

INFORMATION TECHNOLOGY

SUCCESSOR AGENCY

FINANCE DEPARTMENT

ACCOUNTING/REPORTING

UTILITY BILLING

BUDGETING

CITY TREASURER

FIRE DEPARTMENT

OPERATIONS

TRAINING

FIRE PREVENTION

EMERGENCY PREPAREDNESS

PLANNING AND DEVELOPMENT

SERVICES DEPARTMENT

PLANNING

BUILDING

ENGINEERING SERVICES

COMMUNITY INVESTMENT PROGRAM

POLICE DEPARTMENT

ADMINISTRATION & SUPPORT SERV ICES

COMMUNICATIONS

PATROL & JAIL SERVICES

INVESTIGATIONS

YOUTH & ANIMAL SERVICES

PUBLIC UTILITIES DEPARTMENT
WATER

WASTEWATER

COMMUNITY SANITATION
PARKS

STREET MAINTENANCE & LIGHTING
FLEET
12 208
AGENDA ITEM NO. 14.

City Manager Department

CITY MANAGER

INFORMATION

TECHNOLOGY

ECONOMIC DEVELOPMENT

HOUSING &

COMMUNICATIONS

CITY CLERK ADMINISTRATION

ASSISTANT CITY MANAGER

EX ECUTIVE MANAGEMENT
TEAM
13 209
AGENDA ITEM NO. 14.

General Services Department

GENERAL SERVICES

DIRECTOR

PERSONNEL

RISK MANAGEMENT

COMMUNITY SERVICES DEPARTMENT SUPPORT

PERSONNEL SERVICES SENIOR SERVICES PURCHASING

FACILITIES

MAINTENANCE

RECREATIONEMPLOYEE BENEFITS

RISK MANAGEMENT PUBLIC TRANSIT
14 210
AGENDA ITEM NO. 14.

Finance Department

FINANCE DIRECTOR

CITY TREASURER

ACCOUNTING INVESTMENT AND

REVENUE

BUDGETING

FORECASTING

FINANCIAL

REPORTING

DEBT ISSUANCE
& ADMINISTRATION

BILLING AND

COLLECTION
GRANT

ACCOUNTING

INVESTING
COST

ACCOUNTING
15 211
AGENDA ITEM NO. 14.

Planning and Development Services Department

PLANNING AND DEVELOPMENT SERVICES

DIRECTOR

PLANNING

DIVISION

BUILDING

DIVISION

ENGINEERING

DIVISION

ADVANCE PLANNING

CURRENT PLANNING

ANNEX ATIONS

PERMIT PROCESSING ENGINEERING

ADMINISTRATION

CAPITAL

IMPROVEMENTS

CONSTRUCTION

MANAGEMENT

INSPECTIONS

DEVELOPMENT
REVIEW

RESIDENTIAL

COMMERCIAL
16 212
AGENDA ITEM NO. 14.

Police Department

CHIEF OF POLICE

ADMINISTRATION &

SUPPORT SERVICES

OPERATIONS

PATROL SPECIAL ENFOR-

CEMENT TEAM
CRIME

ANALYSIS

MAGEC/HEAT/
ACT

FBI-TERRORISM

TASK FORCE

HOMELAND

SECURITY

COMPUTER

FORENSICS

WELLNESS &

FITNESS
HIRING

RESERVES

CHAPLAINS &

VOLUNTEERS
FLEET

PUBLIC RECORDS
ACT

NEIGHBORHOOD

SERVICES

RECORDS &

PUBLIC SERVICES

TRAINING
ANIMAL

RESPONSE TEAM

MISS WINKLES PET

ADOPTION CENTER

NON-PROFITS

RECEIVING &

CARE CENTER

GRAFFITI

ABATEMENT

JUVENILE

WORK PROGRAM

DIVERSION
SOCIAL
WORK
YOUTH

ACADEMY

JUVENILE DRUG

EDUCATION

INVESTIGATIONS

BUDGET/
GRANTS
UAV
WAT CH 1
BEAT 7 & 8
WAT CH 3
BEAT 1
EOD
JAIL
FIELD

TRAINING
WATCH 2
BEAT 2, 3, & 6

INTERNAL

AFFAIRS

INJURIES W/C
CUSD

LIAISON

TECHNOLOGY

QUALITY OF LIFE
ISSUES

YOUTH SERVICES &

ANIMAL SERVICES
WATCH 4 & 6
BEAT 4 & 5
HONOR
GUARD

HOSPITAL/
EMS

PITCHESS
K9 MUTUAL
AID
CROWD

MANAGEMENT

COMMUNI-

CATIONS
POLICY, PROC.
& UOF REVIEW

TRAFFIC

PROPERTY &

EVIDENCE

FACILITIES
SWAT/
CNT
PIO &
MEDIA

SPECIAL

VEHICLES
17 213
AGENDA ITEM NO. 14.

Fire Department

FIRE CHIEF

EMERGENCY

SERVICE BUREAU

LIFE SAFETY &

ENFORCEMENT BUREAU

SUPPORT

SERVICES

TRAINING

COMMUNICATIONS

OPERATIONS

EMERGENCY

PREPAREDNESS
FIRE

INVESTIGATIONS

ADMINISTRATION
FIRE

PREVENTION
BUDGET

ACCREDITATION

STRATEGIC

PLANNING

PERSONNEL
SHIFT

OPERATIONS

SPECIALIZED
TEAMS
FLEET

FACILITIES

LOGISTICS
18 214
AGENDA ITEM NO. 14.

Public Utilities Department

PUBLIC UTILITIES

DIRECTOR

UTILITIES & PARKS ADMINISTRATION, SAFETY

TECHNICAL & FLEET

SANITATION & STREETS

WATER SUPPLY
& DISTRIBUTION

WASTEWATER

STORM DRAINAGE

SOLID WASTE

COLLECTION

LANDFILL

OPERATIONS

RECYCLING

ADMINISTRATION

STREET CLEANING
STREET

MAINTENANCE

STREET LIGHTING

PARKS/LANDSCAPE

MAINTENANCE

ADMIN & CLERICAL

UTILITIES PLANNING
& ENGINEERING

SAFETY & COMPLIANCE
FLEET

MAINENANCE
19 215
AGENDA ITEM NO. 14.

Clovis Successor Agencies

COMMUNICATIONSSUCCESSOR
AGENCY

ECONOMIC

DEVELOPMENT

AFFORDABLE

HOUSING

ECONOMIC DEVELOPMENT, HOUSING &

COMMUNICATIONS DIRECTOR
20 216
AGENDA ITEM NO. 14.

City Departments by Fund Type

CITY OF CLOVIS

GOVERNMENT FUND TYPES

ENTERPRISE FUND

GENERAL SERVICES

PLANNING & DEVELOPMENT SERVICES

PUBLIC UTILITIES

GENERAL FUND

CITY ATTORNEY

CITY CLERK

CITY COUNCIL

CITY MANAGER

FINANCE
FIRE

GENERAL SERVICES
POLICE

PUBLIC UTILITIES

INTERNAL SERVICE FUND

GENERAL SERVICES

PUBLIC UTILITIES

21 217
AGENDA ITEM NO. 14.

CITY OF CLOVIS
2023-2024 MANAGEMENT STAFF
John Holt, City Manager
Andrew Haussler, Assistant City Manager
Karey Cha, City Clerk
Chad McCollum, Economic Development, Housing & Communications Director Scott Cross, City Attorney
Curt Fleming, Police Chief
John Binaski, Fire Chief
Jay Schengel, Finance Director/Treasurer
Shonna Halterman, General Services Director
Renee Mathis, Planning & Development Services Director
Scott Redelfs, Public Utilities Director

BUDGET PREPARATION TASK FORCE
John Holt, City Manager
Jay Schengel, Financ
e Director
Andrew Haussler
Gina Daniels
Jeff Blanks
Susan Evans
Jose Reynoso
Jose Cortez
Ran Chan
Thad Avery
Rebecca Simonian
22 218
AGENDA ITEM NO. 14.
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AGENDA ITEM NO. 14.
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AGENDA ITEM NO. 14.

FUND BALANCE SUMMARY
This sectio
n contains information about the various funds utilized by the City presented in summary form. The narrative, Highlights of Fund Activities, provides facts about the major fund groups. The information is intended to present to the reader, in a condensed form, important data about each fund group.

The Summary of Resources and Appropriations, which follows the Highlights, provides a very concise presentation of the various funds. For each fund, the Summary includes the estimated beginning fund balance as of July 1, 2023; the total estimated revenue for 2023-2024; the total proposed budget expenditures for 2023-2024; and the projected ending fund balance for each fund as of June 30, 2024.

The Notes to Resources and Appropriations Summary, immediately following the Summary of Resources and Appropriations, provides detail on the various fund trans fers along with notes about fund presentation and is an integral part of the Summary.

These schedules provide, in a condensed form, an overview of the financial position of the City for the budget year.
23 221
AGENDA ITEM NO. 14.

FUND HIGHLIGHTS
General Fund - General Fund expenditures are being funded th rough current year revenues and use of fund balance. Projected revenues are $105.2 million which is $4.3 million or 4% more than the revised revenues for 2022-2023. Revenues for 2023-2024 are increasing mainly due to property taxes, sales taxes, and transient occupancy taxes with a full operating year of a new hotel, an increase to the transient occupancy tax rate and increase in short term rentals. Proposed expenditures are $105.3 million and represent $7 million or 7% more when compared to 2022-2023 estimated expenditures. The increase in 2023-2024 projected expenditures is largely due to increased costs for employee benefit programs including retirement and health insurance along with general price increases on the cost of services and supplies. Eight new positions are recommended for the General Fund for 2023-2024. There are six in the Police Department, one in the Recreation Division of the General Services Department and one in the Public Ut ilities Parks Division. Additionally, one position will be converted in the Fire Department. The General Fund has $22.7 million, or 22% of expenditures, designated as an emergency reserve. The General Fund also reflects a $2.0 million unreserved, unassigned balance available to offset the impact of any revenue shortfall or cover any unexpected expenditures that do not meet the emergency designation.

Special Revenue Funds - The Housing and Community Development Fund projects a fund balance of $1.0 million for 2023-2024 with current program costs funded using capital funds for projects and revenues sufficient to cover current operational program costs. The City Manager Department will add one position and convert one position within the HCD Block Grant F und. The Landscape Assessment District Fund shows a projected fund balance of $8.6 million for 2023-2024. This amount is bei ng accumulated for required reserve and future equipment replacement. The Community Facilitie s District 2020-1 shows a projected fund balance of $150,600.

Internal Service Funds - All of the City’s Internal Service Funds have adequate revenues or reserves to cover current operating requirements. All Internal Services Funds derive revenue primarily from charges to user departments. One new position and four position conversions in the General Se rvices Department are recommended for 2023-2024. The General Government Facilities Fund includes a limited number of minor projects with the reserves committed to future debt service obligations.

Enterprise Funds - All of the City’s Enterprise Funds show sufficient revenue and working capital to meet current operating requirements. With the increase in dev elopment over the last few years, the City has rebated utility customers the Sewer bond coverage charge of $7.30 per month. The City will continue to rebate the $7.30 per month Sewer bond coverage charge in 2023-2024. Se wer operations have an authorized 3% escalator, which is included in the proposed budget. The Community Sanitation Enterprise has an approved 4% increase effective every July 1 as needed. The need for this increase has been reviewed and will be implemented effective July 1, 2023 for the Recycling and Greenwas te programs, the Refuse program and the Street Sweeping program. The Water Enterprise Fund reflects the approved 3% rate increase effective July 1, 2023, with rate increases approved in future years if nec essary. The Water/Sewer/Community Sanitation operations will add five new positions in 2023-2024 to accommodate continued growth of the City. The Transit Enterprise will continue utilizing the annual money received from State Transit Assistance (STA) to improve transit services and for capital improvements. The Transit Enterprise has two new recommended positions in 2023-2024. To accommodate staffing changes and market demands, the Planning & Development Enterprise has three new positions and one position conversion for 2023-2024.

Capital Improvements - Several major projects are included in the 2023-2024 budget and are listed in the Community Investment Program Section. The City has also identified several major projects in the Five-Year Community Investment Program Section for years beyond 2023-2024 that do not currently have funding sources identified.

More details regarding the recommended positions included in the 2023-2024 budget in the General Fund , Internal Service Funds, and Enterprise Funds are included in the Personnel Section. 24 222
AGENDA ITEM NO. 14.

SUMMARY OF

RESOURCES AND APPROPRIATIONS
2023-2024
Beginning Current Ending
Fund Balance Transfers Resources Expenditures Balance

GENERAL
General Fund* 6,067,900 (3,930,000) 105,182,000 105,339,200 1,980,700

SPECIAL REVENUE FUNDS
Housing & Community Develop. 1,049,300 0 313,000 348,900 1,013,400 Landscape Assessment Dist 7,948,000 0 5,997,000 5,298,000 8,647,000 Community Facilities Dist 2020-1 128,300 0 55,000 32,700 150,600 Total Special Revenue 9,125,600 0 6,365,000 5,679,600 9,811,000

INTERNAL SERVICE FUNDS
Liability & Property Insurance 1,593,600 0 6,765,000 6,791,600 1,567,000 Employee Benefits 14,182,600 0 39,423,000 39,311,900 14,293,700 Fleet Maintenance 18,528,300 0 13,920,000 12,084,100 20,364,200 General Government Services 17,202,800 0 15,667,000 15,640,100 17,229,700 Total Internal Service 51,507,300 0 75,775,000 73,827,700 53,454,600

ENTERPRISE FUNDS
Community Sanitation 8,715,700 150,000 24,643,000 27,625,000 5,883,700 Sewer Service 24,501,200 500,000 15,891,000 19,499,400 21,392,800 Water Service 18,441,500 950,000 22,123,000 24,140,800 17,373,700 Transit 448,100 0 10,287,000 10,287,200 447,900
Planning & Development Service 9,883,000 350,000 15,207,000 15,348,900 10,091,100 Total Enterprise 61,989,500 1,950,000 88,151,000 96,901,300 55,189,200

CAPITAL IMPROVEMENT FUNDS
Sewer Construction 3,162,300 (500,000) 5,120,000 7,607,000 175,300 Park Projects 4,242,000 (1,700,000) 2,387,000 1,240,000 3,689,000 Street Construction 14,730,800 0 21,747,000 24,865,000 11,612,800 Water Construction 6,460,000 750,000 4,065,000 7,026,000 4,249,000 Housing & Community Develop. 45,000 0 7,015,000 7,060,000 0 Refuse Construction 0 0 1,000,000 1,000,000 0
General Govt Facilities 0 3,580,000 1,777,000 208,000 5,149,000 Total Capital Improvement 28,640,100 2,130,000 43,111,000 49,006,000 24,875,100 157,330,400 150,000 318,584,000 330,753,800 145,310,600 Beginning Ending
Balance Transfers Additions Deductions Balance

SUCCESSOR AGENCIES TRUST FUND
Clovis Successor Agencies** 909,200 0 1,366,000 1,362,000 913,200 * The General Fund maintains a $22,700,000 set aside, or 22% of expenditures, as an emergency reserve as directed by the City Council.
**The Clovis Successor Agencies are Private Purpose Trust Funds and as such are reported separately and not included in Citywide totals.
25 223
AGENDA ITEM NO. 14.

NOTES TO RESOURCES & APPROPRIATIONS

SUMMARY

1. Summary of Transfers
Interfund operating transfers are legally authorized transfers from one fund receiving revenu e to the fund whe
re the resources are to be expended.

Amoun
t From
To Purpose
$ 350,000 General Fund Planning and Dev General Fund supported activity 80,000 General Fund General Services
3,500,000 General Fund General Services
1,700,000 Parks Water Service
Gym at Fire Station #3
Various capital projects
Basin/Park property reimbursement
150,000 Comm Sanitation Cap* Comm Sanitation Oper Acquisition of refuse containers 200,000 Sewer Service Sewer Cap-User Capital projects
270,000 Sewer Capital-Dev Sewer Service Capital projects 430,000 Sewer Capital-Dev Sewer Service Developer share of debt service 750,000 Water Service Water Capital-Dev Debt service

2. For presentation purposes, several funds were combined on the Summary of Fund Balances as follows:

Sewer Capital -
Sewer Capital-Enterprise
Sewer Capital-Developer
Water Construction -
Water Capital-Enterprise
Water Capital-Developer
*Community Sanitation Capital Fund is unbudgeted and as such, is not shown on the preceding schedule, but is fully disclosed in the City's Annual Financial Report. 26 224
AGENDA ITEM NO. 14.

SUMMARY REVENUES AND EXPENDITURES

The following summary schedule provides an excellent overview of the City's 2023-2024 revenues and expenditures. The schedule on the following page combines all the City's funds into one summary schedule while the “2023-2024 Budget Summary-By Fund” provides a summary of revenues and expenditures for each fund.

Care needs to be taken when attempting to draw c onclusions from summary schedules, especially when comparing one budget year to prior years. Because of the up-and-down nature of capital project expenditures, the City's total budget can experience wide swings from year to year. An example of this may be a large street or sewer project that is budgeted in one budget year and may not exist in the next. This type of project may increase the budget by several million dollars in any one year.

The reader should also be aware that the majority of the City's revenue and expenditures are restricted to specific purposes and cannot be transferred from one fund to another. As was indicated in the City Manager's letter and further discussed in the Introduction Section, the General Fund is the only fund with discretionary revenues to pay for City services, such as police and fire. The other funds are restricted in their use, such as the Water Enterprise Fund, which can only be used to pay expenses related to water delivery.

Following the summary schedules is a detailed description of major revenue sources. We are providing historical trends, budgeting assumptions, and other information as appropriate.

The "2023-2024 Budget Summary-All Funds" includes all funding sources and expenditures for all Governmental and Proprietary Funds. A review of the revenue shows that “Charges for Current Services” is the largest revenue source followed by "Charges to Other Departments”. Included in "Charges for Current Services" are the charges for the City's Enterprise Funds (water, sewer, refuse, etc.). This revenue source makes up 33% of the total funding sources. The source "Charges to Other Departments" reflects interfund charges, or revenue derived, by the City's Internal Service Funds such as General Services, Employee Benefits, Fleet Services, and Liability and Property Insurance to other operating funds for services received fr om the Internal Service Funds. This funding source reflects 24% of the total. (Please read the note at the bottom of the “2023-2024 Budget Summary-All Funds” about the effect Internal Service Fund charges have on t he City's revenues and expenditures.) Property Taxes, show an increase due primarily to expected countywide growth , improving property values from prior years, and the statutory Prop 13 increase of 2% or California CPI, whichever is less. The California CPI for 2023-2024 is 2%.

Property taxes account for 12% of the City’s revenue. The revenue source “Sales & Use Tax” which accounts for 10% of total revenue, is projected at only moderate growth due to inflationary pressures on consumer spending.

Overall the City budget is lower when compared to the prior year. Capital outlays/improvements account for 17% of the total budgeted expenditures in 2023-2024 and are decreasing when compared to the 2022-2023 estimated budget amounts. The combined totals for all salaries and benefits, which account for 34% of the total expenditures, are showing an increase from the previous year due to the net addition of twenty positions and the conversion of seven positions for this fiscal year. Reflected in the category “Administrative and Overhead,” which makes up 9% of the total, is the expenditure side of the interfund charges by the City’s Internal Service Funds. This expenditure reflects costs such as computer services, communications, energy, and office supplies.

The expenditure category “Employee Related ISF Charge s” which accounts for 12% of total expenditures is another interfund related expenditure account and reflects the internal transfer of a portion of employee benefits.

Again, the reader is requested to vi ew each of these revenue and expenditure categories on a per fund and departmental basis along with looking at a "Total Summarized Picture." Each of the department presentations included in the Operational Section will provide further information about the programs and proposed expenditures for each department.
27 225
AGENDA ITEM NO. 14.
2021-2022 2022-2023 2023-2024

ACTUAL ESTIMATED BUDGET

FUNDING SOURCES
Property Taxes 32,367,910 35,226,000 37,368,000
Sales & Use Tax 31,105,966 31,211,000 31,995,000
Other Taxes 11,297,912 12,115,000 13,549,000
Licenses and Permits 4,381,193 5,207,000 5,282,000
Fines 189,018 189,500 188,000
Use of Money & Property (545,849) 1,322,900 2,118,000
From Other Agencies 42,346,823 54,350,300 45,237,000
Charges for Current Services 97,067,848 109,227,800 106,431,000 Other Revenues 3,524,098 742,100 944,000
Charges to Other Departments-ISF 62,457,219 66,939,400 75,471,000 Other Financing Sources 42,077 390,200 1,000
Total Revenues and Other
Financing Sources 284,234,215 316,921,200 318,584,000
Beginning Fund Balances 201,886,488 223,074,000 157,330,400 Total Available Resources 486,120,703 539,995,200 475,914,400

EXPENDITURES/EXPENSES
Salaries-Regular 50,365,226 57,918,000 63,479,300
Overtime 6,880,888 7,104,600 6,412,000
Extra Help 2,530,894 3,620,200 3,831,800
Benefits 30,918,060 34,302,700 38,853,400
Vehicle Charges 11,145,675 13,510,900 14,508,700
Energy 8,680,940 9,004,500 10,922,300
Communications 599,995 745,300 751,500
Professional Services 23,448,354 29,452,100 30,765,600
Repair and Maintenance 5,171,949 5,808,400 5,587,200
State Mandates 1,054,710 1,065,000 1,080,000
Special Events 55,668 94,600 110,000
Building and Equipment Rental 3,026 24,800 81,000
Office Supplies 647,429 668,600 754,700
Materials and Supplies 5,747,187 7,256,600 7,883,400
Travel and Meeting Expense 170,316 377,000 370,100
Training 698,561 992,100 982,400
Dues and Subscriptions 409,360 436,860 502,600
Administration and Overhead 26,568,977 26,048,200 29,096,400 Employee-Related ISF Charges 29,168,329 34,065,500 38,468,800 Liability Insurance Prog-ISF 3,885,815 6,001,900 6,402,400 Debt Service 14,386,195 14,362,700 14,306,000
Capital Outlays/Improvements 40,659,149 129,954,240 55,604,200 Total Expenditures/Expenses and Other Uses 263,196,703 382,814,800 330,753,800 Net Operating Transfers * 150,000 150,000 150,000
Ending Fund Balances 223,074,000 157,330,400 145,310,600 2023-2024 BUDGET SUMMARY - ALL FUNDS
Included in the schedule below are items that are not considered revenue/expenses for financial reporting purposes. These items are:

Long-term Debt (COPs and loans; included in "Other Financing Sources") -- Reported as liabilities for financial reporting Principal payments on long-term debt (included in "Debt Service") -- Reported as a reduction to liabilities for financial reporting Capital additions (included in "Capital Outlays") -- Reported as fixed assets for financial reporting The numbers presented above include revenue and expenses for the City's Internal Service Funds. These funds act as cost allocation departments in that they accumulate the cost of goods and services and distribute these costs to the various other user departments. The user departments in turn record an expense/expenditure, and the Internal Service Fund records revenue. Therefore, a doubling effect occurs for those revenues and expenses/expenditures.

The Clovis Successor Agencies are Private Purpose Trust Funds and as such are reported separately and not included in Citywide totals. * Net transfers are the result of the transfer to the Refuse Disposal Fund from the Community Sanitation Fund, an unbudgeted fund. 28 226
AGENDA ITEM NO. 14.

Other Taxes

3.8%
Property Taxes

11.1%
Other Financing Sources

0.2%
Sales & Use Tax

9.8%
Licenses and Permits

1.6%
Other Revenues

0.2%
From Other Agencies

17.1%
Use of Money and
Property

0.5%
Charges for Current
Services

34.5%
Fines

0.1%
Charges to Other
Departments-ISF

21.1%
2022-2023 ESTIMATED REVENUES
Other Taxes

4.3%
Property Taxes

11.7%
Other Financing Sources

0.1%Sales & Use Tax

10.0%Licenses and Permits

1.7%
Other Revenues

0.3%
From Other Agencies

14.2%
Use of Money
and Property

0.7%
Charges for Current
Services

33.2%
Fines

0.1%
Charges to Other
Departments-ISF

23.7%
2023-2024 BUDGET REVENUES
Expenditure charts are presented by fund later in this section and by department and function in the Operations section. 29 227
AGENDA ITEM NO. 14.

Page 1 of 3 ends

Clovis City CouncilMay 15, 2023

Clovis City Council
May 15, 2023