Agenda packet — Clovis City Council, August 5, 2024 (part 2 of 2)

must obtain your correct taxpayer identification number (TIN), which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following.
• Form 1099-INT (interest earned or paid).
• Form 1099-DIV (dividends, including those from stocks or mutual funds).
• Form 1099-MISC (various types of income, prizes, awards, or gross proceeds).
• Form 1099-NEC (nonemployee compensation).
• Form 1099-B (stock or mutual fund sales and certain other transactions by brokers).
• Form 1099-S (proceeds from real estate transactions). • Form 1099-K (merchant card and third-party network transactions). • Form 1098 (home mortgage interest), 1098-E (student loan interest), and 1098-T (tuition).
• Form 1099-C (canceled debt).
• Form 1099-A (acquisition or abandonment of secured property).

Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN.

Caution: If you don’t return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later.

By signing the filled-out form, you:

1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued);

2. Certify that you are not subject to backup withholding; or

3. Claim exemption from backup withholding if you are a U.S. exempt payee; and

4. Certify to your non-foreign status for purposes of withholding under chapter 3 or 4 of the Code (if applicable); and

5. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting is correct. See What Is FATCA Reporting, later, for further information.

Note: If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9.

Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are:
• An individual who is a U.S. citizen or U.S. resident alien; • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or
• A domestic trust (as defined in Regulations section 301.7701-7).

Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding. Payments made to foreign persons, including certain distributions, allocations of income, or transfers of sales proceeds, may be subject to withholding under chapter 3 or chapter 4 of the Code (sections 1441–1474). Under those rules, if a Form W-9 or other certification of non-foreign status has not been received, a withholding agent, transferee, or partnership (payor) generally applies presumption rules that may require the payor to withhold applicable tax from the recipient, owner, transferor, or partner (payee). See Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities.

The following persons must provide Form W-9 to the payor for purposes of establishing its non-foreign status.
• In the case of a disregarded entity with a U.S. owner, the U.S. owner of the disregarded entity and not the disregarded entity. • In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the grantor trust.
• In the case of a U.S. trust (other than a grantor trust), the U.S. trust and not the beneficiaries of the trust.

See Pub. 515 for more information on providing a Form W-9 or a certification of non-foreign status to avoid withholding.

Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person (under Regulations section 1.1441-1(b)(2)(iv) or other applicable section for chapter 3 or 4 purposes), do not use Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515). If you are a qualified foreign pension fund under Regulations section 1.897(l)-1(d), or a partnership that is wholly owned by qualified foreign pension funds, that is treated as a non-foreign person for purposes of section 1445 withholding, do not use Form W-9. Instead, use Form W-8EXP (or other certification of non-foreign status).

Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a saving clause. Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes.

If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items.

1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien.

2. The treaty article addressing the income.

3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions.

4. The type and amount of income that qualifies for the exemption from tax.

5. Sufficient facts to justify the exemption from tax under the terms of the treaty article.

Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if their stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first Protocol) and is relying on this exception to claim an exemption from tax on their scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption.

If you are a nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233.

Backup Withholding
What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 24% of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding include, but are not limited to, interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of payment card and third-party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding.

You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return.

Payments you receive will be subject to backup withholding if:

1. You do not furnish your TIN to the requester;

2. You do not certify your TIN when required (see the instructions for Part II for details);

3. The IRS tells the requester that you furnished an incorrect TIN;

4. The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only); or

5. You do not certify to the requester that you are not subject to backup withholding, as described in item 4 under “By signing the filled- out form” above (for reportable interest and dividend accounts opened after 1983 only).
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Certain payees and payments are exempt from backup withholding.

See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information.

See also Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding, earlier.

What Is FATCA Reporting?
The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all U.S. account holders that are specified U.S. persons. Certain payees are exempt from FATCA reporting. See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information.

Updating Your Information
You must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if you are no longer tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account, for example, if the grantor of a grantor trust dies.

Penalties
Failure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect.

Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty.

Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment.

Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties.

Specific Instructions
Line 1
You must enter one of the following on this line; do not leave this line blank. The name should match the name on your tax return.

If this Form W-9 is for a joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that is a U.S. person must provide a Form W-9.
• Individual. Generally, enter the name shown on your tax return. If you have changed your last name without informing the Social Security Administration (SSA) of the name change, enter your first name, the last name as shown on your social security card, and your new last name.

Note for ITIN applicant: Enter your individual name as it was entered on your Form W-7 application, line 1a. This should also be the same as the name you entered on the Form 1040 you filed with your application. • Sole proprietor. Enter your individual name as shown on your Form 1040 on line 1. Enter your business, trade, or “doing business as” (DBA) name on line 2.
• Partnership, C corporation, S corporation, or LLC, other than a disregarded entity. Enter the entity’s name as shown on the entity’s tax return on line 1 and any business, trade, or DBA name on line 2. • Other entities. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. Enter any business, trade, or DBA name on line 2.
• Disregarded entity. In general, a business entity that has a single owner, including an LLC, and is not a corporation, is disregarded as an entity separate from its owner (a disregarded entity). See Regulations section 301.7701-2(c)(2). A disregarded entity should check the appropriate box for the tax classification of its owner. Enter the owner’s name on line 1. The name of the owner entered on line 1 should never be a disregarded entity. The name on line 1 should be the name shown on the income tax return on which the income should be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the U.S. owner’s name is required to be provided on line 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity’s name on line 2. If the owner of the disregarded entity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9. This is the case even if the foreign person has a U.S. TIN.

Line 2
If you have a business name, trade name, DBA name, or disregarded entity name, enter it on line 2.

Line 3a
Check the appropriate box on line 3a for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3a.

IF the entity/individual on line 1
is a(n) . . .

THEN check the box for . . .
• Corporation Corporation.
• Individual or
• Sole proprietorship
Individual/sole proprietor.
• LLC classified as a partnership
for U.S. federal tax purposes or
• LLC that has filed Form 8832 or
2553 electing to be taxed as a
corporation
Limited liability company and
enter the appropriate tax
classification:

P = Partnership,
C = C corporation, or
S = S corporation.
• Partnership Partnership.
• Trust/estate Trust/estate.

Line 3b
Check this box if you are a partnership (including an LLC classified as a partnership for U.S. federal tax purposes), trust, or estate that has any foreign partners, owners, or beneficiaries, and you are providing this form to a partnership, trust, or estate, in which you have an ownership interest. You must check the box on line 3b if you receive a Form W-8 (or documentary evidence) from any partner, owner, or beneficiary establishing foreign status or if you receive a Form W-9 from any partner, owner, or beneficiary that has checked the box on line 3b.

Note: A partnership that provides a Form W -9 and checks box 3b may be required to complete Schedules K-2 and K-3 (Form 1065). For more information, see the Partnership Instructions for Schedules K -2 and K-3 (Form 1065).

If you are required to complete line 3b but fail to do so, you may not receive the information necessary to file a correct information return with the IRS or furnish a correct payee statement to your partners or beneficiaries. See, for example, sections 6698, 6722, and 6724 for penalties that may apply.

Line 4 Exemptions
If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you.

Exempt payee code.
• Generally, individuals (including sole proprietors) are not exempt from backup withholding.
• Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third-party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys’ fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC.

The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space on line 4. 1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2).
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2—The United States or any of its agencies or instrumentalities. 3—A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities. 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities.
5—A corporation.
6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or territory.
7—A futures commission merchant registered with the Commodity Futures Trading Commission.
8—A real estate investment trust.
9—An entity registered at all times during the tax year under the Investment Company Act of 1940.
10—A common trust fund operated by a bank under section 584(a). 11—A financial institution as defined under section 581. 12—A middleman known in the investment community as a nominee or custodian.
13—A trust exempt from tax under section 664 or described in section 4947.

The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13.

IF the payment is for . . . THEN the payment is exempt
for . . .
• Interest and dividend payments All exempt payees except for 7.
• Broker transactions Exempt payees 1 through 4 and 6
through 11 and all C corporations.

S corporations must not enter an
exempt payee code because they
are exempt only for sales of
noncovered securities acquired
prior to 2012.
• Barter exchange transactions
and patronage dividends
Exempt payees 1 through 4.
• Payments over $600 required to
be reported and direct sales over
$5,0001
Generally, exempt payees
1 through 5.2
• Payments made in settlement of
payment card or third-party
network transactions
Exempt payees 1 through 4.
1 See Form 1099-MISC, Miscellaneous Information, and its instructions. 2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency.

Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) entered on the line for a FATCA exemption code.

A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37).

B—The United States or any of its agencies or instrumentalities.

C—A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities.

D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i).

E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i).

F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state.

G—A real estate investment trust.

H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940.

I—A common trust fund as defined in section 584(a). J—
A bank as defined in section 581.

K—A broker.

L—A trust exempt from tax under section 664 or described in section 4947(a)(1).

M—A tax-exempt trust under a section 403(b) plan or section 457(g) plan.

Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed.

Line 5
Enter your address (number, street, and apartment or suite number).

This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, enter “NEW” at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records.

Line 6
Enter your city, state, and ZIP code.

Part I. Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. If you are a resident alien and you do not have, and are not eligible to get, an SSN, your TIN is your IRS ITIN. Enter it in the entry space for the Social security number. If you do not have an ITIN, see How to get a TIN below.

If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN.

If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). If the LLC is classified as a corporation or partnership, enter the entity’s EIN.

Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations.

How to get a TIN. If you do not have a TIN, apply for one immediately.

To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/EIN. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or Form SS-4 mailed to you within 15 business days.

If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and enter “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, you will generally have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments.

You will be subject to backup withholding on all such payments until you provide your TIN to the requester.

Note: Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon. See also Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding, earlier, for when you may instead be subject to withholding under chapter 3 or 4 of the Code.

Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8.
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Part II. Certification
To establish to the withholding agen t that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise.

For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier.

Signature requirements. Complete the certification as indicated in items 1 through 5 below.

1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983.

You must give your correct TIN, but you do not have to sign the certification.

2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form.

3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification.

4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third-party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations).

5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or
distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification.

What Name and Number To Give the Requester
For this type of account: Give name and SSN of:

1. Individual The individual

2. Two or more individuals (joint account)
other than an account maintained by
an FFI
The actual owner of the account or,
if combined funds, the first individual
on the account1

3. Two or more U.S. persons
(joint account maintained by an FFI)
Each holder of the account

4. Custodial account of a minor
(Uniform Gift to Minors Act)
The minor2

5. a. The usual revocable savings trust
(grantor is also trustee)
The grantor-trustee1
b. So-called trust account that is not
a legal or valid trust under state law
The actual owner1

6. Sole proprietorship or disregarded
entity owned by an individual
The owner3

7. Grantor trust filing under Optional
Filing Method 1 (see Regulations
section 1.671-4(b)(2)(i)(A))**
The grantor*
For this type of account: Give name and EIN of:

8. Disregarded entity not owned by an
individual
The owner

9. A valid trust, estate, or pension trust Legal entity4

10. Corporation or LLC electing corporate
status on Form 8832 or Form 2553
The corporation

11. Association, club, religious, charitable,
educational, or other tax-exempt
organization
The organization

12. Partnership or multi-member LLC The partnership

13. A broker or registered nominee The broker or nominee

14. Account with the Department of
Agriculture in the name of a public
entity (such as a state or local
government, school district, or prison)
that receives agricultural program
payments
The public entity

15. Grantor trust filing Form 1041 or
under the Optional Filing Method 2,
requiring Form 1099 (see Regulations
section 1.671-4(b)(2)(i)(B))**
The trust
1 List first and circle the name of the person whose number you furnish.

If only one person on a joint account has an SSN, that person’s number must be furnished.
2 Circle the minor’s name and furnish the minor’s SSN.
3 You must show your individual name on line 1, and enter your business or DBA name, if any, on line 2. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN. 4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) * Note: The grantor must also provide a Form W-9 to the trustee of the trust.
** For more information on optional filing methods for grantor trusts, see the Instructions for Form 1041.

Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed.

Secure Your Tax Records From Identity Theft
Identity theft occurs when someone uses your personal information, such as your name, SSN, or other identifying information, without your permission to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund.

To reduce your risk:
• Protect your SSN,
• Ensure your employer is protecting your SSN, and
• Be careful when choosing a tax return preparer.

If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter.

If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity, or a questionable credit report, contact the IRS Identity Theft Hotline at 800-908-4490 or submit Form 14039.

For more information, see Pub. 5027, Identity Theft Information for Taxpayers.
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Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 877-777-4778 or TTY/TDD 800-829-4059.

Protect yourself from suspicious emails or phishing schemes.

Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft.

The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts.

If you receive an unsolicited email claiming to be from the IRS, forward this message to [email protected]. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 800-366-4484. You can forward suspicious emails to the Federal Trade Commission at [email protected] or report them at www.ftc.gov/complaint. You can contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338).

If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027.

Go to www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk.

Privacy Act Notice
Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information.

Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and territories for use in administering their laws. The information may also be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payors must generally withhold a percentage of taxable interest, dividends, and certain other payments to a payee who does not give a TIN to the payor.

Certain penalties may also apply for providing false or fraudulent information.
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Attachment 3

RESOLUTION 24-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS
APPROVING AN AMENDMENT TO THE FY 2024-2025

GENERAL SERVICES DEPARTMENT BUDGET

The City Council of the City of Clovis resolves as follows:

WHEREAS, the City Council adopted the FY2024-2025 city budget on June 10, 2024; and,

WHEREAS, additional funding for senior services became available throughout the year; and,

WHEREAS, these revenues and expenditures were not included in the original adopted budget; and,

WHEREAS, the additional funds are intended for the senior center.

NOW, THEREFORE BE IT RESOLVED, that the City Council of The City of Clovis hereby approves the budget amendment as shown in the “Summary of Expenditures/Revenues by Department” and “Summary of
Expenditures/Revenues by Fund” as Attachment A.

* * * * *

The foregoing Resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on August 5, 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Dated: August 5, 2024

________________________ ___________________________
Mayor City Clerk

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Attachment A

SUMMARY OF EXPENDITURES BY DEPARTMENT

DEPARTMENT – GENERAL SERVICES

Senior Services $48,000
TOTAL DEPARTMENT $48,000

TOTAL ALL DEPARTMENTS $48,000

SUMMARY OF EXPENDITURES BY FUND

General Fund $48,000
TOTAL FUND $48,000

___________________________________________________________________

SUMMARY OF REVENUES BY DEPARTMENT

DEPARTMENT – GENERAL SERVICES

Senior Services
FMAAA Grant $48,000
TOTAL DEPARTMENT $48,000

SUMMARY OF REVENUES BY FUND

General Fund $48,000
TOTAL FUND $48,000

192
AGENDA ITEM NO. 9.

TO: Mayor and City Council
FROM: General Services
DATE: August 5, 2024
SUBJECT: General Services – Approval - Waive the City’s Usual Purchasing Procedures and Authorize the Purchase of Furniture for Public Safety Headquarters from Core Business Interiors Utilizing Pricing from a Competitive Bid Award Through the County of Fresno, for a total cost of $99,998.50.

ATTACHMENTS: 1. Core Business Systems Quote

RECOMMENDATION
For City Council to waive the City’s usual purchasing procedures and authorize the purchase of furniture for Public Safety H eadquarters from Core Business Interiors utilizing pricing from a competitive bid award through the County of Fresno.

EXECUTIVE SUMMARY
Staff is currently utilizing twenty-year-old office chairs from the original build of the Public Safety Headquarters building . Staff is requesting approval to purchase 136 new replacement office chairs through a competitive bid contract with Fresno County. Total cost of furnishings and labor to install is $99,998.50. Funds for the purchase of furnishings within the Public Safety Headquarters are included in the FY 24/25 budget.

BACKGROUND
Clovis Public Safety Headquarters was originally built in 2003 and many of the current office chairs are original to the build. Over the past few years staff has noticed increasing failures of fabrics and other components on the twenty-year-old chairs. Facility Maintenance staff, with the help of Core Business interiors , has done their due diligence in attempting to keep the current chairs in operating conditions. However, all original furniture within Public Safety is out of warranty and staff recommends replacement of the original office chairs.

The FY 24/25 budget includes $100,000.00 to replace staff chairs throughout the building. Staff has tested and researched different styles of chairs and has determined the Trudeau style chair would be the best fit.

193
AGENDA ITEM NO. 10.

FISCAL IMPACT
The City’s projected needs for new chairs in Public Safety H eadquarter are within the FY24/25 budget allocation for these products.

REASON FOR RECOMMENDATION
The City of Clovis has successfully utilized Core Business Interiors for furnishings in the past and has made Haworth furniture products the standard for the City. The competitive pricing from Fresno County allows the City to purchase these furnishings at a reasonable cost.

Pursuant to the City’s Purchasing Procedures , purchases of items/services exceeding $60,000.00 require City Council approval.

ACTIONS FOLLOWING APPROVAL
Purchase order will be processed and routed for City Manager approval following Council approval. The new chairs are expected to arrive in approximately eight weeks.

CONFLICT OF INTEREST
None.

Prepared by: Stephen Frankian, Facilities Maintenance and Purchasing Manager

Reviewed by: City Manager JH

194
AGENDA ITEM NO. 10.
195
AGENDA ITEM NO. 10.
196
AGENDA ITEM NO. 10.
197
AGENDA ITEM NO. 10.
198
AGENDA ITEM NO. 10.
199
AGENDA ITEM NO. 10.

TO: Mayor and City Council
FROM: General Services
DATE: August 5, 2024
SUBJECT: General Services – Approval - Waive the City’s Usual Purchasing Procedures and Authorize the Purchase of Furniture for Personnel Offices, located at 1625 Shaw Avenue , from Core Business Interiors Utilizing Pricing from a Competitive Bid Award Through the County of Fresno, for a total cost of $124,730.97.

ATTACHMENTS: 1. Core Business Interiors Quote

RECOMMENDATION
For City Council to waive the City’s usual purchasing procedures and authorize the purchase of furniture for the Personnel division tenant space located at 1625 Shaw Avenue, from Core Business Interiors utilizing pricing from a competitive bid award through the County of Fresno.

EXECUTIVE SUMMARY
The Personnel division is moving to a tenant space on Shaw Avenue and requires the purchase of office furniture for t he staff of ten, plus lobby, conference room, and breakroom furnishings.

Total cost of furnishings and labor to install is $124,730.97. Funds for the purchase of furnishings for the Shaw space is in the Community Investment Program (CIP) budget.

BACKGROUND
To alleviate overcrowding at City Hall offices, the Personnel division is relocating to tenant office space located at 1625 Shaw Avenue, next to the City’s Information Technology division. The approximately 3,370 square foot office does not include furnishings, and staff is leaving their current City Hall furnishings for the use of another department. The current lease is a minimum of 5 years with the option of two additional five-year extensions.

The ten staff members in Personnel need desks, chair s, lobby furniture, filing cabinets, conference room furniture, and breakroom tables and chairs. The Haworth furniture selected is similar to what was recently purchased for the Landmark Square senior center and transit hub buildings. Haworth is the City’s standard for commercial office furnishings.

200
AGENDA ITEM NO. 11.

The total cost of all needed furnishings, shipping, and installation is $ 124,730.97. Furnishings should be installed around October 1, 2024, with City Personnel staff completing the move on October 14, 2024.

FISCAL IMPACT
Adequate funds are in the City’s Community Investment Program (CIP) budget for this purchase.

Pursuant to the City’s Purchasing Procedures , purchases of items/services exceeding $60,000.00 require City Council approval.

ACTIONS FOLLOWING APPROVAL
Purchase order will be processed and routed for City Manager approval following Council approval. The furniture is expected to be delivered and installed around October 1, 2024.

CONFLICT OF INTEREST
None.

Prepared by: Shonna Halterman, General Services Director

Reviewed by: City Manager JH

201
AGENDA ITEM NO. 11.

Proposal
CORE Business Interiors
PO Box 25519
Fresno, CA 93729
Phone: 559-297-6400
Quote/Order No 24186
Date 07/29/2024
Customer PO No
Customer Account COC
Account Executive Cheryl Schaak
Project Number
Terms NET 30 DAYS

Page 1 ends

40 T
O
City of Clovis
1033 Fifth Street
Clovis, CA 93612
ATTN: Stephen Frankian
Phone: 324-2705
Email: [email protected]
S
H
I
P

T
O
City of Clovis Personnel + Human Resources
1625 Shaw Ave.

Clovis , CA 93612
ATTN: Stephen Frankian
Phone: 324-2705
Email: [email protected]
Please find proposal for City of Clovis HR & Personnel new furniture. Priced with Fresno County Contract. To proceed please send your purchase order.

Line Quantity Catalog Number/Description Unit Price Extended Amount 1 1.00
Each
Haworth Inc.

JDRL-2442-JNFSBSS--,H-B06-,HP-B06-,TR-G-,TR-G
X Series,Return,Lam,2442,Open,End Stl Pnl,1/3
Modesty,Cable
Mgt
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Case Trim Color:,TR-G:Gray Tone GRD A
OPTION: Modesty Surface Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
520.46 520.46
2 1.00
Each
Haworth Inc.

JDRL-2448-JNFSBSS--,H-B06-,HP-B06-,TR-G-,TR-G
X Series,Return,Lam,2448,Open,End Stl Pnl,1/3
Modesty,Cable
Mgt
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Case Trim Color:,TR-G:Gray Tone GRD A
OPTION: Modesty Surface Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
545.21 545.21
3 1.00
Each
Haworth Inc.

JDSL-2472-JFFSBS--,H-B06-,HP-B06-,TR-G-,TR-G
X Series,Rect Desk,Lam, EB3,24X72,End,End,Ptd,1/3
873.74 873.74
ATTACHMENT 1
202
AGENDA ITEM NO. 11.

Page 2 ends

40 Mod,Cbl Mgt
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Case Trim Color:,TR-G:Gray Tone GRD A
OPTION: Modesty Surface Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
4 1.00
Each
Haworth Inc.

JDSL-3072-JFFSBS--,H-B06-,HP-B06-,TR-G-,TR-G
X Series,Rect Desk,Lam, EB3,30X72,End,End,Ptd,1/3
Mod,Cbl
Mgt
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Case Trim Color:,TR-G:Gray Tone GRD A
OPTION: Modesty Surface Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
900.62 900.62
5 2.00
Each
Haworth Inc.

JPMH-18-S8--,TR-G-,LR-BP
X Series,Pedestal,Mobile,B/B/F,18"D,PtdDrwFrt, Stl
Lkrl,Linear
Pull,Cstr,Stl Top
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
343.94 687.88
6 2.00
Each
Haworth Inc.

JPMJ-18-S8--,TR-G-,LR-BP
X Series,Pedestal,Mobile,F/F,18"D,PtdDrwFrt, Stl
Lkrl,Linear
Pull,Cstr,Stl Top
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
313.63 627.26
ATTACHMENT 1
203
AGENDA ITEM NO. 11.

Page 3 ends

40 7 2.00
Each
Haworth Inc.

JSPY-0536-S8--,TR-G-,LR-BP
X Series,5H x 36"W,Closed Cabinet,Two Doors,Ptd Dr
Front,Ptd
Lock Bar,Freestanding Mount,Linear Pull
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
775.13 1,550.26
8 1.00
Each
Haworth Inc.

KUAF-1630--(PY)-,PY-TH
Tackboard,Wall-Mounted,Universal 16In. X 30In.

OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

77.66 77.66
9 2.00
Each
Haworth Inc.

KUAF-1636--(PY)-,PY-TH
Tackboard,Wall-Mounted,Universal 16In. X 36In.

OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

81.40 162.80
10 1.00
Each
Haworth Inc.

KUAF-1642--(PY)-,PY-TH
Tackboard,Wall-Mounted,Universal 16In. X 42In.

OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

85.13 85.13
11 1.00
Each
Haworth Inc.

LSET-2--,LX-BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 2
OPTION: Lock Color:,LX-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

0.00 0.00
ATTACHMENT 1
204
AGENDA ITEM NO. 11.

Page 4 ends

40 12 2.00
Each
Haworth Inc.

LSET-4--,LX-BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 4
OPTION: Lock Color:,LX-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

0.00 0.00
13 1.00
Each
Haworth Inc.

LUTA-0017-1NULDN
Light, Task, LED,Adapt,17", Add-On,18" Daisy Chain Cord Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
121.49 121.49
14 1.00
Each
Haworth Inc.

LUTN-0017-19ULDN
Light, Task, LED,Adapt,17", Stand Alone,18 Watt,9' Cord Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
144.27 144.27
15 1.00
Each
Haworth Inc.

LUTT-0017-11ULDN
Light, Task, LED,Adapt,17", Starter,65 Watt,11' Cord
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
163.67 163.67
16 1.00
Each
Haworth Inc.

UUKS-1636-LWL--,TR-G-,H-B06-,HP-KA-,LR-BP
Adaptable,Upper Storage,36"W,Laminate Front,Wall
Mount,Hinge,Swing,Locking
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Door Front Color 1A:,H-B06:Brazilwood GRD A
OPTION: Surface Edge Color 1A:,HP-KA:Brazilwood GRD
A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
650.93 650.93
17 1.00
Each
Haworth Inc.

UUKS-1642-LWL--,TR-G-,H-B06-,HP-KA-,LR-BP
Adaptable,Upper Storage,42"W,Laminate Front,Wall
669.82 669.82
ATTACHMENT 1
205
AGENDA ITEM NO. 11.

Page 5 ends

40 Mount,Hinge,Swing,Locking
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Door Front Color 1A:,H-B06:Brazilwood GRD A
OPTION: Surface Edge Color 1A:,HP-KA:Brazilwood GRD
A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
18 1.00
Each
Haworth Inc.

UUKS-1666-LWL--,TR-G-,H-B06-,HP-KA-,LR-BP
Adaptable,Upper Storage,66"W,Laminate Front,Wall
Mount,Hinge,Swing,Locking
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Door Front Color 1A:,H-B06:Brazilwood GRD A
OPTION: Surface Edge Color 1A:,HP-KA:Brazilwood GRD
A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
972.12 972.12
19 1.00
Each
Haworth Inc.

VZAL-6600
Compose, Vertical Light Block, 66in
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

1.38 1.38
20 1.00
Each
Haworth Inc.

VZCC-0072-A--,TR-G
Compose,Top Trim 72In.W,Alumn
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

45.99 45.99
21 1.00
Each
Haworth Inc.

VZCE-6600-A--,TR-G
Compose,Panel Trim,End-Of-Run 66In.H, Alum
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Andi Wendy

59.70 59.70
ATTACHMENT 1
206
AGENDA ITEM NO. 11.

Page 6 ends

40 Tag GC: 24186 COC
22 1.00
Each
Haworth Inc.

VZCW-0000-P
Compose,Wall Mount,Fits All Heights
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

19.07 19.07
23 2.00
Each
Haworth Inc.

VZFF-6636-NNBBNR--,TR-G-,TR-G-,TR-G
Compose, Frm,66Hx36W,Bs NoPwr,BsTrm/BsTrm,No Blt
Pwr,Std
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC
106.36 212.72
24 4.00
Each
Haworth Inc.

VZTI-5636-FNC--(PY)-,PY-TH
Compose,Single Tile,56In.HX36In.W,Fabric/Tackable,Std
Core,No
Tech
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Andi Wendy
Tag GC: 24186 COC

59.54 238.16
25 8.00
Each
Haworth Inc.

SCS-44-02--,TR-FJ-,TR-7-,TR-LE
Very Side,Plstc Seat,Perforated Bk,Armless,Sft Csts,
OPTION: Seat 1 Color:,TR-FJ:Slate GRD A
OPTION: Trim Color:,TR-7:Fog GRD B
OPTION: Frame Color:,TR-LE:Metallic Silver GRD B
Mark Line For: Tag TG: Break
Tag GC: 24186 COC
232.04 1,856.32
26 2.00
Each
Haworth Inc.

TCRQ-4242-LJSNXC4A--,H-3E-,HP-3E-,TR-K
Jive,Tbl,Sq,Lam,42"x42",Eb3,Std,Co:none,X,Cstr,29"h,Ptd OPTION: Worktop Surface Color:,H-3E:Smoke GRD A
476.28 952.56
ATTACHMENT 1
207
AGENDA ITEM NO. 11.

Page 7 ends

40 OPTION: Worktop Edge Color-Users Edge:,HP-3E:Smoke
GRD A
OPTION: Base Color 1A:,TR-K:Charcoal GRD A
Mark Line For: Tag TG: Break
Tag GC: 24186 COC
27 1.00
Each
Haworth Inc.

LUTN-0031-19ULDN
Light, Task, LED,Adapt,31", Stand Alone,18 Watt,9' Cord Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
163.77 163.77
28 1.00
Each
Haworth Inc.

MTVD-2472--(PY)-,PY-TH
Masters Series,Fabric Tackboard for Vertical Storage,No Slat
Wall,24"Hx72"W
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
326.42 326.42
29 1.00
Each
Haworth Inc.

ULB4-1430-S--,H-B06-,HP-B06
Masters Series,Laminate,Bookcase,14"Dx30"W,4-High,Ltr
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
489.69 489.69
30 1.00
Each
Haworth Inc.

ULSE-2819-SLN--,H-B06-,HP-B06
Masters Series,End Panel,Lam,28"Hx19"D
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
156.05 156.05
31 1.00
Each
Haworth Inc.

ULSE-2819-SRN--,H-B06-,HP-B06
156.05 156.05
ATTACHMENT 1
208
AGENDA ITEM NO. 11.

Page 8 ends

40 Masters Series,End Panel,Lam,28"Hx19"D
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
32 1.00
Each
Haworth Inc.

ULSL-2824-SR--,H-B06-,HP-B06
Masters Series,Support,L - Partial Depth,Lam,
28"Hx24"D,RH
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
222.61 222.61
33 3.00
Each
Haworth Inc.

X5PA-2823-68SSNL--,H-B06-,HP-B06-,LR-BP
Masters Series,Pedestal,Attached,Lam,Ltr,F/F Blk
Miterfold,Lin
Pull,No Bk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
716.71 2,150.13
34 1.00
Each
Haworth Inc.

X5VL-4072-LSNL--,H-B06-,HP-B06-,LR-BP
Masters Series,Vsu,Solid Doors,Laminate,Letter,40In.H X 72In.W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
1,476.99 1,476.99
35 1.00 Haworth Inc. 1,378.81 1,378.81
ATTACHMENT 1
209
AGENDA ITEM NO. 11.

Page 9 ends

40 Each XLAR-3672-JSNTBE--,H-B06-,HP-B06-,TR-LE
Masters Series,Hgt Adj Table Desk,Rect Lam Top,T-Leg
Base,
36"Dx72"W,Sngl Stage Std,Ptd
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Base Color 1A:,TR-LE:Metallic Silver GRD B
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
36 1.00
Each
Haworth Inc.

XLBR-2442-JSNNNL--,H-B06-,HP-B06
Masters Series,Rect Bridge/Return Top,Lam,
24"Dx42"W,No
Grommet,No Mod,LH
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
338.17 338.17
37 1.00
Each
Haworth Inc.

XLS2-3600-SE--,H-B06-,HP-B06-,TR-LE
Masters Series,Shroud,Lam for Hgt Adj T-Leg Sngl Stage, 36"D,Pair
OPTION: Base Color 1A:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Worktop Grommet Color:,TR-LE:Metallic Silver
GRD
B
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
1,200.45 1,200.45
38 1.00
Each
Haworth Inc.

XLWF-2472-JSNN--,H-B06-,HP-B06
Masters Series,Laminate,Credenza Top,One Profile Edge,
24"Dx72"W,No
Grommet
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
231.06 231.06
ATTACHMENT 1
210
AGENDA ITEM NO. 11.

Page 10 ends

40 Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
39 1.00
Each
Haworth Inc.

XLXS-2272--,H-B06-,HP-B06
Masters Series,Modesty Panel for Shroud,Lam,22"Hx72"W
OPTION: Modesty Surface Color:,H-B06:Brazilwood GRD A
OPTION: Modesty Trim Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Charles
Tag GC: 24186 COC
214.82 214.82
40 1.00
Each
Haworth Inc.

EUC1-PF0P-201010--,TR-PM1
FTU with Smooth bezel, 1sd, Corded - Straight,6ft.,2 Recpt, 0 Dual Usb-A,1 Usb-AC20w,0 Usb-c60w,1 Data port,0
Cable bay (2 ports)
OPTION: Tech Surface Color 1A:,TR-PM1:Silver GRD A
Mark Line For: Tag TG: Conference
Tag GC: 24186 COC
495.33 495.33
41 1.00
Each
Haworth Inc.

TCRA-2472-LJSFFH4A--,H-B06-,HP-B06-,TR-G
Jive,Tbl,Rect,Lam,24"x72",Eb3,Std,Co:1sd/4opn/cntr,T -
Rd,Cstr/
Flip,29"h,Ptd
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Base Color 1A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Conference
Tag GC: 24186 COC
811.69 811.69
42 3.00
Each
Haworth Inc.

TCRA-2472-LJSNFH4A--,H-B06-,HP-B06-,TR-G
Jive,Tbl,Rect,Lam,24"x72",Eb3,Std,Co:none,T - Rd,Cstr/
Flip,
29"h,Ptd
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Base Color 1A:,TR-G:Gray Tone GRD A
788.76 2,366.28
ATTACHMENT 1
211
AGENDA ITEM NO. 11.

Page 11 ends

40 Mark Line For: Tag TG: Conference
Tag GC: 24186 COC
43 1.00
Each
Haworth Inc.

JLPD-0236-S8A--,TR-G-,LR-BP
X Series,27.5"H x 36"W,Lateral File,File,Ptd Drawer
Front,Proud,Ptd
Lock Bar,Attached,Linear Pull,Glides
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
544.75 544.75
44 1.00
Each
Haworth Inc.

JPAJ-18-S8--,TR-G-,LR-BP
X Series,Pedestal,Attached,F/F,18"D,PtdDrwFrt, Stl
Lkrl,Linear
Pull
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
256.70 256.70
45 2.00
Each
Haworth Inc.

JPMH-18-S8--,TR-G-,LR-BP
X Series,Pedestal,Mobile,B/B/F,18"D,PtdDrwFrt, Stl
Lkrl,Linear
Pull,Cstr,Stl Top
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
343.94 687.88
46 1.00
Each
Haworth Inc.

JTPL-1836-JYJYS--,H-34-,HP-34
X Series, Common Top, Prd Frnt, Lam Top, 18.75Dx36W,
3mm
Plstc Usr, 1mm LH,3mm Bck,1mm RH
OPTION: Worktop Surface Color:,H-34:Beige GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-34:Beige
GRD
A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
167.73 167.73
ATTACHMENT 1
212
AGENDA ITEM NO. 11.

Page 12 ends

40 47 1.00
Each
Haworth Inc.

LSET-1--,LX-BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 1
OPTION: Lock Color:,LX-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

0.00 0.00
48 1.00
Each
Haworth Inc.

LSET-3--,LX-BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 3
OPTION: Lock Color:,LX-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

0.00 0.00
49 1.00
Each
Haworth Inc.

LSET-6--,LX-BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 6
OPTION: Lock Color:,LX-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

0.00 0.00
50 1.00
Each
Haworth Inc.

ULOL-2930-LSN--,H-B06-,HP-B06-,LR-BP
Masters Series,OSU,Hngd Door,Lam,Ltr,29"Hx30"W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
972.74 972.74
51 1.00
Each
Haworth Inc.

ULOL-2960-LSN--,H-B06-,HP-B06-,LR-BP
Masters Series,OSU,Hngd Door,Lam,Ltr,29"Hx60"W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
1,443.93 1,443.93
ATTACHMENT 1
213
AGENDA ITEM NO. 11.

Page 13 ends

40 Tag GC: 24186 COC
52 1.00
Each
Haworth Inc.

VZAL-6600
Compose, Vertical Light Block, 66in
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

1.38 1.38
53 1.00
Each
Haworth Inc.

VZCC-0060-A--,TR-G
Compose,Top Trim 60In.W,Alumn
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

38.66 38.66
54 1.00
Each
Haworth Inc.

VZCE-6600-A--,TR-G
Compose,Panel Trim,End-Of-Run 66In.H, Alum
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

59.70 59.70
55 1.00
Each
Haworth Inc.

VZCW-0000-P
Compose,Wall Mount,Fits All Heights
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

19.07 19.07
56 2.00
Each
Haworth Inc.

VZFF-6630-NNBBNR--,TR-G-,TR-G-,TR-G
Compose, Frm,66Hx30W,Bs NoPwr,BsTrm/BsTrm,No Blt
Pwr,Std
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
102.30 204.60
57 4.00
Each
Haworth Inc.

VZTI-5630-FNN--(PY)-,PY-TH

53.58 214.32
ATTACHMENT 1
214
AGENDA ITEM NO. 11.

Page 14 ends

40 Compose,Single Tile,56In.HX30In.W,Fabric/Tackable,Std Core,No Tech
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
58 1.00
Each
Haworth Inc.

WURA-1830-LJSA--,H-34-,HP-34
Worksurface, Rect,18Dx30W,Lam,Edgeband,Std
Core,Notched
OPTION: Worktop Surface Color:,H-34:Beige GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-34:Beige
GRD
A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

74.00 74.00
59 3.00
Each
Haworth Inc.

X5FA-1830-NS8SSYLL--,H-B06-,HP-B06-,LR-BP
Masters Series,Lat File,Attached,Lam,2-High,
18"Dx30"W,Blk
Miterfold,Lin Pull,Lam Bk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
983.77 2,951.31
60 1.00
Each
Haworth Inc.

XLWF-1990-JSNN--,H-B06-,HP-B06
Masters Series,Laminate,Credenza Top,One Profile Edge,
19"Dx90"W,No
Grommet
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
245.06 245.06
61 1.00 Haworth Inc. 6.65 6.65
ATTACHMENT 1
215
AGENDA ITEM NO. 11.

Page 15 ends

40 Each ZZBA-0000-PR
Side/Corner Bracket,RH
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC
62 1.00
Each
Haworth Inc.

ZZBD-1600-PL
Compose, Cntlvr Brkt,16In.D, Lh
Mark Line For: Tag TG: Jan
Tag GC: 24186 COC

21.36 21.36
63 1.00
Each
Haworth Inc.

LSET-7--,LX-BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 7
OPTION: Lock Color:,LX-BP:Chrome GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC

0.00 0.00
64 1.00
Each
Haworth Inc.

LUTN-0031-19ULDN
Light, Task, LED,Adapt,31", Stand Alone,18 Watt,9' Cord Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
163.77 163.77
65 1.00
Each
Haworth Inc.

MTVD-2472--(PY)-,PY-TH
Masters Series,Fabric Tackboard for Vertical Storage,No Slat
Wall,24"Hx72"W
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
326.42 326.42
66 1.00
Each
Haworth Inc.

ULSE-2819-SLN--,H-B06-,HP-B06
Masters Series,End Panel,Lam,28"Hx19"D
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
156.05 156.05
ATTACHMENT 1
216
AGENDA ITEM NO. 11.

Page 16 ends

40 67 1.00
Each
Haworth Inc.

ULSL-2824-SR--,H-B06-,HP-B06
Masters Series,Support,L - Partial Depth,Lam,
28"Hx24"D,RH
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
222.61 222.61
68 1.00
Each
Haworth Inc.

X5CL-4030-8LSL--,H-B06-,HP-B06-,LR-BP
Masters Series,Stg,Stk-On,Solid Door,Lam,Ltr,
40"Hx30"W,Lin
Pull,Lk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
1,250.42 1,250.42
69 1.00
Each
Haworth Inc.

X5F4-2430-NS8SSBLL--,H-B06-,HP-B06-,LR-BP
Masters Series,Lat File,Frstdng,Lam,4-High,
24"Dx30"W,Blk
Miterfold Dwr,Lin Pull,Lk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
1,702.75 1,702.75
70 1.00
Each
Haworth Inc.

X5FA-2330-NS8SSNLL--,H-B06-,HP-B06-,LR-BP
Masters Series,Lat File,Attached,Lam,2-High,
23"Dx30"W,Blk
Miterfold,Lin Pull,No Bk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
861.39 861.39
ATTACHMENT 1
217
AGENDA ITEM NO. 11.

Page 17 ends

40 OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
71 1.00
Each
Haworth Inc.

X5VL-4072-LSNL--,H-B06-,HP-B06-,LR-BP
Masters Series,Vsu,Solid Doors,Laminate,Letter,40In.H X 72In.W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
1,476.99 1,476.99
72 1.00
Each
Haworth Inc.

XLAR-3672-JSNTBE--,H-B06-,HP-B06-,TR-LE
Masters Series,Hgt Adj Table Desk,Rect Lam Top,T-Leg
Base,
36"Dx72"W,Sngl Stage Std,Ptd
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood GRD A
OPTION: Base Color 1A:,TR-LE:Metallic Silver GRD B
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
1,378.81 1,378.81
73 1.00
Each
Haworth Inc.

XLBR-2448-JSNNNL--,H-B06-,HP-B06
Masters Series,Rect Bridge/Return Top,Lam,
24"Dx48"W,No
Grommet,No Mod,LH
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
366.60 366.60
74 1.00
Each
Haworth Inc.

XLS2-3600-SE--,H-B06-,HP-B06-,TR-LE
Masters Series,Shroud,Lam for Hgt Adj T-Leg Sngl Stage, 1,200.45 1,200.45
ATTACHMENT 1
218
AGENDA ITEM NO. 11.

Page 18 ends

40 36"D,Pair
OPTION: Base Color 1A:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Worktop Grommet Color:,TR-LE:Metallic Silver
GRD
B
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
75 1.00
Each
Haworth Inc.

XLWF-2430-JSNN--,H-B06-,HP-B06
Masters Series,Laminate,Credenza Top,One Profile Edge,
24"Dx30"W,No
Grommet
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
133.01 133.01
76 1.00
Each
Haworth Inc.

XLXS-2272--,H-B06-,HP-B06
Masters Series,Modesty Panel for Shroud,Lam,22"Hx72"W
OPTION: Modesty Surface Color:,H-B06:Brazilwood GRD A
OPTION: Modesty Trim Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Linda
Tag GC: 24186 COC
214.82 214.82
78 1.00
Each
Haworth Inc.

LSET-8--,LX--0BP

0.00 0.00
ATTACHMENT 1
219
AGENDA ITEM NO. 11.

Page 19 ends

40 HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 8 OPTION: ,LX-:

OPTION: 0BP:

Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
79 1.00
Each
Haworth Inc.

LUTN-0031-19ULDN
Light, Task, LED,Adapt,31", Stand Alone,18 Watt,9' Cord Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
163.77 163.77
80 1.00
Each
Haworth Inc.

MTVD-2472--(PY)-,PY-TH
Masters Series,Fabric Tackboard for Vertical Storage,No Slat
Wall,24"Hx72"W
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
326.42 326.42
81 1.00
Each
Haworth Inc.

TRRA-2346-LJSNCN--,H-B06-,HP-KA
Upside,Worksurface,Rect,23"d x46"w,Lam,Eb3,Std,No
Cutout,C-
leg
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
KA:Brazilwood
GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
118.35 118.35
82 1.00
Each
Haworth Inc.

ULSL-2824-SL--,H-B06-,HP-B06
Masters Series,Support,L - Partial Depth,Lam,
28"Hx24"D,LH
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Lori
222.61 222.61
ATTACHMENT 1
220
AGENDA ITEM NO. 11.

Page 20 ends

40 Tag GC: 24186 COC
83 2.00
Each
Haworth Inc.

X5F4-2436-NS8SSBLL--,H-B06-,HP-B06-,LR-BP
Masters Series,Lat File,Frstdng,Lam,4-High,
24"Dx36"W,Blk
Miterfold Dwr,Lin Pull,Lk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
1,793.63 3,587.26
84 1.00
Each
Haworth Inc.

X5FA-2330-NS8SSYLL--,H-B06-,HP-B06-,LR-BP
Masters Series,Lat File,Attached,Lam,2-High,
23"Dx30"W,Blk
Miterfold,Lin Pull,Lam Bk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
1,038.74 1,038.74
85 2.00
Each
Haworth Inc.

X5FA-2336-NS8SSYLL--,H-B06-,HP-B06-,LR-BP
Masters Series,Lat File,Attached,Lam,2-High,
23"Dx36"W,Blk
Miterfold,Lin Pull,Lam Bk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
1,129.62 2,259.24
86 2.00
Each
Haworth Inc.

X5KL-4036-NNSN--,H-B06-,HP-B06
Masters Series,Stg,Stk-On,Open,Lam,Ltr,40"Hx36"W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
917.08 1,834.16
ATTACHMENT 1
221
AGENDA ITEM NO. 11.

Page 21 ends

40 GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
87 1.00
Each
Haworth Inc.

X5VL-4072-LSNL--,H-B06-,HP-B06-,LR-BP
Masters Series,Vsu,Solid Doors,Laminate,Letter,40In.H X 72In.W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
1,476.99 1,476.99
88 1.00
Each
Haworth Inc.

X5VL-5272-LSNL--,H-B06-,HP-B06-,LR-BP
Masters Series,Vsu,Solid Doors,Laminate,Letter,52In.H X 72In.W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
1,819.03 1,819.03
89 1.00
Each
Haworth Inc.

XLAM-4200-JS--,H-B06-,HP-B06-,TR-LE
Masters Series,Table,Lam,Round Top,42"Dia
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Base Color 1A:,TR-LE:Metallic Silver GRD B
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
1,167.73 1,167.73
90 1.00
Each
Haworth Inc.

XLSP-3678-JSS5N8LF--,H-B06-,HP-B06-,H-B06-,HP-
1,445.75 1,445.75
ATTACHMENT 1
222
AGENDA ITEM NO. 11.

Page 22 ends

40 B06-,LR-BP
Masters Series,Sngl Ped,Rect Top Desk,Lam,
36"Dx78"W,B/B/F Blk Miterfold,Inset Mod,Lin Pull
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
91 2.00
Each
Haworth Inc.

XLWF-2436-JSNN--,H-B06-,HP-B06
Masters Series,Laminate,Credenza Top,One Profile Edge,
24"Dx36"W,No
Grommet
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
147.02 294.04
92 1.00
Each
Haworth Inc.

EUER-153P-GS0S--,TR-G
Triplex Receptacle,15 Amp, 332, CM
OPTION: Tech Surface Color 1A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
104.57 104.57
ATTACHMENT 1
223
AGENDA ITEM NO. 11.

Page 23 ends

40 94 2.00
Each
Haworth Inc.

JLPD-0230-S8A--,TR-G-,LR-BP
X Series,27.5"H x 30"W,Lateral File,File,Ptd Drawer
Front,Proud,Ptd
Lock Bar,Attached,Linear Pull,Glides
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
471.05 942.10
95 2.00
Each
Haworth Inc.

JPMH-24-S8--,TR-G-,LR-BP
X Series,Pedestal,Mobile,B/B/F,24"D,PtdDrwFrt, Stl
Lkrl,Linear
Pull,Cstr,Stl Top
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
355.42 710.84
96 2.00
Each
Haworth Inc.

TCRA-1848-LJSNEC4--,H-B06-,HP-B06-,TR-G
Jive,Tbl,Rect,Lam,18"x48",Eb3,Std,Co:none,Post -
Extruded,Cstr,
29"h
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Base Color 1A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
385.44 770.88
97 2.00
Each
Haworth Inc.

TRRA-2958-LJSNCN--,H-B06-,HP-KA
Upside,Worksurface,Rect,29"d x58"w,Lam,Eb3,Std,No
Cutout,C-
leg
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
KA:Brazilwood
GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
165.33 330.66
ATTACHMENT 1
224
AGENDA ITEM NO. 11.

Page 24 ends

40 98 2.00
Each
Haworth Inc.

UZKS-1648-LML--,TR-G-,H-B06-,HP-KA-,LR-BP
Compose ,Upper Storage,48"W,Laminate Front,Panel
Mount,Hinge,Swing,Locking
OPTION: Case Color:,TR-G:Gray Tone GRD A
OPTION: Door Front Color 1A:,H-B06:Brazilwood GRD A
OPTION: Surface Edge Color 1A:,HP-KA:Brazilwood GRD
A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
636.80 1,273.60
99 32.00
Each
Haworth Inc.

VZAD-0000-R--,TR-G
Elec Comp, Data Blank Cover
OPTION: Tech Trim Color 1A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

0.83 26.56
100 2.00
Each
Haworth Inc.

VZAL-4200
Compose, Vertical Light Block, 42in
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

1.11 2.22
101 3.00
Each
Haworth Inc.

VZAL-6600
Compose, Vertical Light Block, 66in
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

1.38 4.14
102 25.00
Each
Haworth Inc.

VZAR-0000--,TR-G
Elec Comp, Receptacle Blank Cover, Compose/Premise
OPTION: Tech Trim Color 1A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

1.38 34.50
103 2.00
Each
Haworth Inc.

VZCC-0036-A--,TR-G

32.07 64.14
ATTACHMENT 1
225
AGENDA ITEM NO. 11.

Page 25 ends

40 Compose,Top Trim 36In.W,Alumn
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
104 3.00
Each
Haworth Inc.

VZCC-0048-A--,TR-G
Compose,Top Trim 48In.W,Alumn
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

35.37 106.11
105 1.00
Each
Haworth Inc.

VZCC-0054-A--,TR-G
Compose,Top Trim 54In.W,Alumn
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

37.01 37.01
106 3.00
Each
Haworth Inc.

VZCC-0084-A--,TR-G
COMPOSE,TOP TRIM 84IN.W,Alumn
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

50.65 151.95
107 3.00
Each
Haworth Inc.

VZCE-6600-A--,TR-G
Compose,Panel Trim,End-Of-Run 66In.H, Alum
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

59.70 179.10
108 4.00
Each
Haworth Inc.

VZCL-6600-A--,TR-G-,TR-G
Compose,Connector Trim,Corner,2-Way 66In.H, Alum
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
114.89 459.56
ATTACHMENT 1
226
AGENDA ITEM NO. 11.

Page 26 ends

40 109 2.00
Each
Haworth Inc.

VZCS-0000
Compose,Corner Block Assembly,90Deg
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

9.95 19.90
110 1.00
Each
Haworth Inc.

VZCT-4200-A--,TR-G-,TR-G
Compose,Connector Trim,Corner,3-Way 42In.H, Alum
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Top Trim Color A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

85.12 85.12
111 1.00
Each
Haworth Inc.

VZEB-0006-H3
Compose,Base Feed Module,Hardwire Conn 6Ft
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

83.67 83.67
112 1.00
Each
Haworth Inc.

VZEF-0R0S
Compose,Flex Connector,Straight Span,3-Circuit
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

24.56 24.56
113 1.00
Each
Haworth Inc.

VZFF-4248-N3HHNR--,TR-G-,TR-G-,TR-G
Compose, Frm,42Hx48W,Bs 3CIR,Bs Cvhl/Cvhl,No Blt
Pwr,Std
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
148.70 148.70
114 1.00
Each
Haworth Inc.

VZFF-4254-N3HHNR--,TR-G-,TR-G-,TR-G
Compose, Frm,42Hx54W,Bs 3CIR,Bs Cvhl/Cvhl,No Blt
Pwr,Std
152.76 152.76
ATTACHMENT 1
227
AGENDA ITEM NO. 11.

Page 27 ends

40 OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
115 2.00
Each
Haworth Inc.

VZFF-5036-NNBBNR--,TR-G-,TR-G-,TR-G
Compose, Frm,50Hx36W,Bs NoPwr,BsTrm/BsTrm,No Blt
Pwr,Std
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
100.26 200.52
116 4.00
Each
Haworth Inc.

VZFF-6642-N3HHNR--,TR-G-,TR-G-,TR-G
Compose, Frm,66Hx42W,Bs 3CIR,Bs Cvhl/Cvhl,No Blt
Pwr,Std
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
153.78 615.12
117 2.00
Each
Haworth Inc.

VZFF-6642-NNBBNR--,TR-G-,TR-G-,TR-G
Compose, Frm,66Hx42W,Bs NoPwr,BsTrm/BsTrm,No Blt
Pwr,Std
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
110.43 220.86
118 2.00
Each
Haworth Inc.

VZFF-6648-N3HHNR--,TR-G-,TR-G-,TR-G
Compose, Frm,66Hx48W,Bs 3CIR,Bs Cvhl/Cvhl,No Blt
160.31 320.62
ATTACHMENT 1
228
AGENDA ITEM NO. 11.

Page 28 ends

40 Pwr,Std
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color A:,TR-G:Gray Tone GRD A
OPTION: Base Trim Color B:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
119 2.00
Each
Haworth Inc.

VZGS-1636-1--,TR-G-,SK-1C
Compose,Glass Stack 16In.H X 36In.W
OPTION: Trim Color 1A:,TR-G:Gray Tone GRD A
OPTION: Surface Color 1A:,SK-1C:Clear GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
182.14 364.28
120 2.00
Each
Haworth Inc.

VZTI-3248-FNN--(PY)-,PY-TH
Compose,Single Tile,32In.HX48In.W,Fabric/Tackable,Std
Core,No
Tech
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

45.31 90.62
121 2.00
Each
Haworth Inc.

VZTI-3254-FNN--(PY)-,PY-TH
Compose,Single Tile,32In.HX54In.W,Fabric/Tackable,Std
Core,No
Tech
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

48.83 97.66
122 4.00
Each
Haworth Inc.

VZTI-4036-FNN--(PY)-,PY-TH
Compose,Single Tile,40In.HX36In.W,Fabric/Tackable,Std
Core,No
Tech
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A

45.35 181.40
ATTACHMENT 1229
AGENDA ITEM NO. 11.

Page 29 ends

40 Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
123 12.00
Each
Haworth Inc.

VZTI-5642-FNC--(PY)-,PY-TH
Compose,Single Tile,56In.HX42In.W,Fabric/Tackable,Std
Core,No
Tech
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

65.51 786.12
124 4.00
Each
Haworth Inc.

VZTI-5648-FNC--(PY)-,PY-TH
Compose,Single Tile,56In.HX48In.W,Fabric/Tackable,Std
Core,No
Tech
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

71.48 285.92
125 3.00
Each
Haworth Inc.

VZVE-2400-A--,TR-G
Compose,Panel Trim,Variable,End-Of-Run 24In.H, Alum
OPTION: Edge Trim Color:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

35.89 107.67
126 1.00
Each
Haworth Inc.

WURA-2496-LJSA--,H-B06-,HP-B06
Worksurface, Rect,24Dx96W,Lam,Edgeband,Std
Core,Notched
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
219.47 219.47
127 1.00
Each
Haworth Inc.

WURA-24A2-LJSA--,H-B06-,HP-B06
230.74 230.74
ATTACHMENT 1
230
AGENDA ITEM NO. 11.

Page 30 ends

40 Worksurface,Rect,24Dx102W,Lam,Edgeband,Std
Core,Notched
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
128 1.00
Each
Haworth Inc.

ZZBD-1600-PP
Compose, Cntlvr Brkt,16In.D,Bh
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

35.08 35.08
129 1.00
Each
Haworth Inc.

MTVD-2472--(PY)-,PY-TH
Masters Series,Fabric Tackboard for Vertical Storage,No Slat
Wall,24"Hx72"W
OPTION: Surface Color 1A:(PY):Tailored GRD A
OPTION: Surface Color 1A:,PY-TH:Thread GRD A
Mark Line For: Tag TG: Meliisa P
Tag GC: 24186 COC
326.42 326.42
130 1.00
Each
Haworth Inc.

ULSL-2824-SR--,H-B06-,HP-B06
Masters Series,Support,L - Partial Depth,Lam,
28"Hx24"D,RH
OPTION: Case Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Melissa
Tag GC: 24186 COC
222.61 222.61
131 1.00
Each
Haworth Inc.

LSET-5--,LX-BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 5
OPTION: Lock Color:,LX-BP:Chrome GRD A
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC

0.00 0.00
ATTACHMENT 1
231
AGENDA ITEM NO. 11.

Page 31 ends

40 132 1.00
Each
Haworth Inc.

LUTN-0031-19ULDN
Light, Task, LED,Adapt,31", Stand Alone,18 Watt,9' Cord Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
163.77 163.77
133 1.00
Each
Haworth Inc.

X5F4-2436-NS8SSBLL--,H-B06-,HP-B06-,LR-BP
Masters Series,Lat File,Frstdng,Lam,4-High,
24"Dx36"W,Blk
Miterfold Dwr,Lin Pull,Lk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
1,793.63 1,793.63
134 1.00
Each
Haworth Inc.

X5PA-2823-68SSYL--,H-B06-,HP-B06-,LR-BP
Masters Series,Pedestal,Attached,Lam,Ltr,F/F Blk
Miterfold,Lin
Pull,Lam Bk
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
845.17 845.17
135 1.00
Each
Haworth Inc.

X5VL-4072-LSNL--,H-B06-,HP-B06-,LR-BP
Masters Series,Vsu,Solid Doors,Laminate,Letter,40In.H X 72In.W
OPTION: Surface 1A Color Storage:,H-B06:Brazilwood
GRD
A
OPTION: Case Edge Color:,HP-B06:Brazilwood GRD A
OPTION: Lock Color:,LR-BP:Chrome GRD A
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
1,476.99 1,476.99
ATTACHMENT 1
232
AGENDA ITEM NO. 11.

Page 32 ends

40 136 1.00
Each
Haworth Inc.

XLAR-3672-JSNTBE--,H-B06-,HP-B06-,TR-LE
Masters Series,Hgt Adj Table Desk,Rect Lam Top,T-Leg
Base,
36"Dx72"W,Sngl Stage Std,Ptd
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Base Color 1A:,TR-LE:Metallic Silver GRD B
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
1,378.81 1,378.81
137 1.00
Each
Haworth Inc.

XLBR-2442-JSNNNL--,H-B06-,HP-B06
Masters Series,Rect Bridge/Return Top,Lam,
24"Dx42"W,No
Grommet,No Mod,LH
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
338.17 338.17
138 1.00
Each
Haworth Inc.

XLS2-3600-SE--,H-B06-,HP-B06-,TR-LE
Masters Series,Shroud,Lam for Hgt Adj T-Leg Sngl Stage, 36"D,Pair
OPTION: Base Color 1A:,H-B06:Brazilwood GRD A
OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood
GRD A
OPTION: Worktop Grommet Color:,TR-LE:Metallic Silver
GRD
B
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
1,200.45 1,200.45
139 1.00
Each
Haworth Inc.

Page 33 ends

40 B06:Brazilwood GRD A
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
140 1.00
Each
Haworth Inc.

XLXS-2272--,H-B06-,HP-B06
Masters Series,Modesty Panel for Shroud,Lam,22"Hx72"W
OPTION: Modesty Surface Color:,H-B06:Brazilwood GRD A
OPTION: Modesty Trim Color:,HP-B06:Brazilwood GRD A
Mark Line For: Tag TG: Melissa P
Tag GC: 24186 COC
214.82 214.82
141 11.00
Each
Haworth Inc.

M600-2212,3A-23-,TR-F
Improv,4Leg, Side chair, Uph Bk,Arm,Hrd Cstrs,
OPTION: ,3A-23:

OPTION: ,TR-F:Black
Mark Line For: Tag TG: Side Chairs
Tag GC: 24186 COC
369.86 4,068.46
142 4.00
Each
Haworth Inc.

S2TC-20-721A5A--(2A)-,2A-TA-(MA2)-,MA2-2-,TR-F-,TR-

TF-,TR-
F
Zody II,Chair - Mesh Bk,Fab St,No Bk Jkt,4D Arms,PAL,Bk Lk,Adj
Seat,Plst Bs,Hrd Cstr,Asmb
OPTION: Seat 1 Color:(2A):Pixel GRD A
OPTION: Seat 1 Color:,2A-TA:Tab GRD A
OPTION: Back 1 Color (Inside):(MA2):Zody Mesh II GRD A
OPTION: Back 1 Color (Inside):,MA2-2:Comfort GRD A
OPTION: Trim Color:,TR-F:Black GRD A
OPTION: Frame Color:,TR-TF:Pitch (Textured) GRD A
OPTION: Base Color:,TR-F:Black GRD A
Mark Line For: Tag TG: Task Chairs
Tag GC: 24186 COC
703.27 2,813.08
143 1.00
Each
Haworth Inc.

TCRP-2424-LJSNDN4--,H-B06-,HP-B06-,TR-G
Jive,Tbl,Peb,Lam,24"x24",Eb3,Std,Co:none,Disc,N,29"h
OPTION: Worktop Surface Color:,H-B06:Brazilwood GRD A
467.67 467.67
ATTACHMENT 1
234
AGENDA ITEM NO. 11.

Page 34 ends

40 OPTION: Worktop Edge Color-Users Edge:,HP-
B06:Brazilwood GRD A
OPTION: Base Color 1A:,TR-G:Gray Tone GRD A
Mark Line For: Tag TG: Waiting
Tag GC: 24186 COC
144 1.00
Each
Haworth Inc.

LSET-4--,LX--0BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 4
OPTION: ,LX-:

OPTION: 0BP:

Mark Line For: Tag TG: Charles
Tag GC: 24186 COC

0.00 0.00
145 2.00
Each
Haworth Inc.

LSET-4--,LX--0BP
HW,Lock Set, Keyed Alike,Lock Plug And Key, Qty Of 4
OPTION: ,LX-:

OPTION: 0BP:

Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC

0.00 0.00
146 1.00
Each
Haworth Inc.

HWMK-1
Master Key, Hw Series
Mark Line For: Tag GC: 24186 COC

8.00 8.00
147 9.00
Each
Fellowes
ACPD01--BLK
Pencil Drawer 20.5"w x 16.25"d x 2"h
OPTION: BLK:Black
Mark Line For: Tag TG: Accessories
Tag GC: 24186 COC

67.05 603.45
148 10.00
Each
Fellowes
FCH4C--BLK
Desktop Power Module Including (2) AC Power and (1)
USB-
A Outlet, (1) USB-C Outlet. Mounts on Top or Under
Desk
OPTION: BLK:Black
131.85 1,318.50
ATTACHMENT 1
235
AGENDA ITEM NO. 11.

Page 35 ends

40 Mark Line For: Tag TG: Accessories
Tag GC: 24186 COC
149 11.00
Each
Fellowes
TROUGH-18--BLK
2-2.6"W x 18"L Cord Management Troughs, Quick Install
Adhesive
OPTION: BLK:Black
Mark Line For: Tag TG: Accessories
Tag GC: 24186 COC

15.75 173.25
150 2.00
Each
Fellowes
2T-LX-C48-30--SLV
Triumph Series Electric Table Base w/ Adjustable Cross
Channel
(43.3"- 70.9") w/30" C-Feet, Quick-Connect
Columns
OPTION: SLV:Silver Finish
Mark Line For: Tag TG: Mel Kathy
Tag GC: 24186 COC
515.70 1,031.40
151 1.00
Each
Fellowes
2T-LX-C36-24--SLV
Triumph Series Electric Table Base w/ Adjustable Cross
Channel
(31.5"- 47.2") w/24" C-Feet, Quick-Connect
Columns
OPTION: SLV:Silver Finish
Mark Line For: Tag TG: Lori
Tag GC: 24186 COC
515.70 515.70
152 4.00
Each
9To5 Seating
9114---GT--E-COM-LILLY ONE-SF-G16-~-AC-64382
Lilly - Fully Upholstered Side Chair, with Wire Rod Base OPTION: -GT:Side Chair
OPTION: -E:Fabric Grade E
OPTION: COM:Customer's Own Material
OPTION: LILLY ONE:One Tone Upholstery
OPTION: SF:Silver
OPTION: G16:Sled Base Clear Plastic Glide
OPTION: ~:No Cal TB 133 (standard upholstery)
1,044.90 4,179.60
ATTACHMENT 1
236
AGENDA ITEM NO. 11.

Page 36 ends

40 OPTION: AC-64382:ArcCom Flora AC-64382
Mark Line For: Tag TG: Waiting
Tag GC: 24186 COC
153 12.00
Each
Via
350-RA1--GR-1-HUE-LATTE-16HP-~-01RE-B-FA
Rest nesting chair, arms.

OPTION: GR-1:Grade 1 textile.

OPTION: HUE:In stock and graded in Momentum Hue
polyester.

OPTION: LATTE:Hue Latte.

OPTION: 16HP:Standard black soft/carpeted floor casters.

OPTION: ~:Standard casters.

OPTION: 01RE:black mesh - 01RE
OPTION: B:Standard black frame.

OPTION: FA:Ships fully assembled (standard).

Mark Line For: Tag TG: Conference
Tag GC: 24186 COC
365.28 4,383.36
154 1.00
Each
CBI

PW LABOR
RECEIVE, DELIVER, and INSTALL the above NEW
product
as per approved plan during normal business
hours (m-f 8-5). PW RATES APPLY.

Mark Line For: Tag TG: zz Labor
Tag GC: 24186 COC
20,397.64 20,397.64
TOTAL: $115,518.42

7.9750%-CLOVIS-93611-4029-FRESNO SALES TAX: $9,212.55
GRAND TOTAL: $124,730.97
Thank you,
Cheryl
ATTACHMENT 1 237
AGENDA ITEM NO. 11.

Page 37 ends

40 Terms of Agreement
Payment and Invoicing Terms:

For all purchases where CORE Business Interiors is acting as agent between manufacturer and client, invoices will be produced
by the individual manufacturer and client payment will be remitted directly to the manufacturer. All terms set forth in agreement with manufacturer will apply.

For all purchases where product is being procured by CORE Business Interiors for resale to Client, the following progress
payment schedule will apply; this schedule will apply to the entire amount of the proposal including labor, freight and tax. Sales tax charged will be the rate at the time of billing.

Private Sector Sales Over $3000 (Established customer with good credit history) • First Installment: Payment of 80% of the total purchase price will be due prior to execution of order. • Second Installment: Payment of 20% will be due and payable upon the completion of installation. Retention may only be held for 10% of specific products that are delayed or damaged.

Public Sector Sales (County, City, K-12, Higher Education, etc.) over $200,000 with Valid Purchase Order • Public sector sales are any sale made directly to a City, County, or State government. This includes public school districts and public higher education facilities. Private non-profit entities are considered Private Sector. • Progress billing will be required based on a schedule of values outlined below and may be broken out by phase on larger projects:
• 80% of product portion of order will be billed when product leaves factory and will be due upon delivery • 10% of product and all installation labor will be due upon completion of work • 10% retention of product will be due and payable immediately after completion of punch list All proposals are generated with a cash discount included in the pricing. If you would like to pay with a method other than check, EFT, wire or cash, please contact our office for a revised quote.

Bondable:

Should bond be required, all costs of bond will be added to the P.O. Amount.

ATTACHMENT 1
238
AGENDA ITEM NO. 11.

Page 38 ends

40 Order Cancellation:

Buyer acknowledges all product related to the project are special ordered to the Buyer’s specifications and that CORE Business
Interiors has no ability to cancel the order after placement with the manufacturer. Buyer acknowledges and agrees to comply with the Terms and Conditions attached hereto. This order is non-returnable and non-refundable.

Liquidated Damages:

CORE will not agree to any liquidated damages unless a seperate, mutually agreed upon document outlines all vendor, Client,
and Contractor expectations. This document and critical dates would need to be agreed on by all vendor suppliers on order.

Warranty for Products:

It is the desire of CORE Business Interiors to represent manufacturers who expressly warrant their products for five years
or longer, however not all manufacturers offer such express warranties. CORE Business Interiors’ sole responsibility with respect to the products shall be to pass to Client, to the extent available, any and all manufacturer warranties, express and/or implied, associated with the manufacturers’ products. Client agrees to look solely to the manufacturer for any and all product defects, and shall hold CORE Business Interiors harmless for any and all claims for product liability. CORE Business Interiors shall provide to the best extent possible, all supporting requests of client to implement manufacturers’ warranties. CORE Business Interiors expressly warrants that CORE Business Interiors is an authorized reseller of products being sold under this contract; however, CORE Business Interiors does not make any other express warranty, other than the Warranty of Service set forth below.

Warranty of Service:

CORE Business Interiors warrants that its services it provides will be performed in a workmanlike manner in accordance with
industry standards. In the event of failure due to faulty installation, CORE Business Interiors will re-perform the labor to industry standards.

Disclaimer of Implied Warranties:

GOODS PURCHASED BY CLIENT UNDER THIS AGREEMENT ARE PURCHASED “ AS IS,” AND CORE Business Interiors

DOES NOT WARRANT THAT SUCH GOODS ARE OF MERCHANTABLE QUALITY, OR THAT THEY MAY BE USED FOR A PARTICULAR PURPOSE.

ATTACHMENT 1
239
AGENDA ITEM NO. 11.

Page 39 ends

40 Excess Handling and Storage:

It is assumed under this contract that the Client project installation site will be ready to immediately receive product unless
stated otherwise on product proposal. Site is to be free of other trades and/or existing furniture and equipment, with clear access to area where furniture is to be installed. If furniture is to be installed above or below the ground floor, an operational elevator must be available for use. All full trailer shipments will go directly to project site and LTL shipments will be received and redistributed through CORE Business Interiors authorized warehouse and delivery crew.

LTL shipments must be accepted by Client for delivery within 30 calendar days of receipt. Any delays beyond 30 calendar days will result in storage charges. Storage will be charged at the rate of $49.00 per standard size pallet per month. Any additional labor caused by delays, excess handling, special equipment and storage not the direct fault of CORE Business Interiors, will be charged back to client. Charges for storage and excess handling that have accrued prior to installation must be paid in full prior to start of installation or installation may be delayed or cancelled.

Delivery and Installation:

All services provided by CORE Business Interiors are provided during normal working hours of 8AM to 5PM, Monday through
Friday. Quotes for work outside of normal business hours may be requested and appropriate overtime quote will be supplied prior to start of work.

All costs are based on the costs of receiving, inspecting, assembling, delivering, and staging the product including clean- up
costs. In addition, delivery & assembly is an estimate based on the following assumptions. Any variance from the following assumptions will increase the delivery & assembly price:
• Work area must be clear of all other construction/installation trades or other obstructions. • Work area will have electricity, heat, hoisting, elevator service, and adequate facilities for off-loading, staging, moving
and handling of product.
• There is clear access to loading area or loading dock and freight elevator. • There is reasonable "push" distance from loading area or loading dock installation area. • Single handling of product from trucks into designated delivery / installation space.

Late Payment Fee:

Any Payments that are past due more than 30 days, will be subject to a late payment fee of 1.5% per month or 18% per annum.

Client shall pay for all costs of collection of late payments including but not limited to, attorney fees, court costs and/or collection agency fees.

ATTACHMENT 1
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AGENDA ITEM NO. 11.

Page 40 ends

40 Security Interest:

The undersigned hereby grants to CORE Business Interiors a security interest in any goods purchased under this Agreement.

If Client defaults in payment when due, then CORE Business Interiors shall have all rights and remedies granted to a secured party under the California Commercial Code. Title of goods will not pass to customer, and all merchandise will remain the property of CORE Business Interiors, until the merchandise has been paid for in full.

Governing Law:

This agreement shall be governed by and construed in accordance with the laws of the State of California.

Agreement:

In witness whereof, the parties hereto have executed this agreement on the dates indicated below. ______________________________________ ______________________________________ Client Signature CORE Business Interiors
______________________________________ ______________________________________ Name Name
Account Executive
______________________________________ ______________________________________ Title Title
______________________________________ ______________________________________ Date Date
ATTACHMENT 1
241
AGENDA ITEM NO. 11.

TO: Mayor and City Council
FROM: Planning and Development Services Department
DATE: August 5, 2024
SUBJECT: Planning and Development Services – Approval – Final Acceptance for CIP 22-05 Trail Pavement Maintenance 2022 , with a final contract cost of $147,049.76.

ATTACHMENTS: 1. Vicinity Map

RECOMMENDATION
For the City Council to accept the work performed as complete and authorize the recording of the notice of completion for this project.

EXECUTIVE SUMMARY
The project included furnishing all labor, materials, services and equipment, and performing all work necessary as specified for, but not be limited to, demolition of the existing asphalt trail, construction of a new concrete trail, reconstruction of curb ramps and installation of sod between Filbert Avenue and McKelvy Avenue, north of Gibson Avenue.

BACKGROUND
Bids were received on February 20, 2024, and the project was awarded by the City Council to the low bidder, Seal Rite Paving, March 11, 2024, the project was completed in accordance with the construction documents and the contractor has submitted a request for acceptance of the project.

FISCAL IMPACT

1. Award $129,870.00

2. Contract Change Orders $17,179.76

3. Liquidated Damages Assessed $0.00 __________
Final Contract Cost $147,049.76

REASON FOR RECOMMENDATION
The Public Utilities Department, the City Engineer, the Engineering Inspector, and the Project Engineer agree that the work performed by the contractor is in accordance with the construction documents and has been deemed acceptable. The contractor, Seal Rite Paving. has requested final acceptance from the City Council.
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AGENDA ITEM NO. 12.

ACTIONS FOLLOWING APPROVAL

1. The Notice of Completion will be recorded; and

2. All remaining retention funds will be released no later than 35 calendar days following recordation of the notice of completion, provided no liens have been filed. Retention funds may be released within 60 days after the date of completion, provided no liens have been filed, with “completion” defined as the earlier of either (a) beneficial use and occupancy and cessation of labor, or (b) acceptance by the City Council per Public Contract Code Section 7107(c)(2).

CONFLICT OF INTEREST
None.

Prepared by: Johnny Jackson, Engineering Inspector

Reviewed by: City Manager JH

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AGENDA ITEM NO. 12.

Attachment 1
244
AGENDA ITEM NO. 12.

TO: Mayor and City Council
FROM: Planning and Development Services Department
DATE: August 5, 2024
SUBJECT: Planning and Development Services – Approval – Final Acceptance for CIP 24-04 ADA Curb Return Ramps 2024 – T3 with a final contract cost of $237,099.11.

ATTACHMENTS: 1. Vicinity Map

RECOMMENDATION
For the City Council to accept the work performed as complete and authorize the recording of the notice of completion for this project.

EXECUTIVE SUMMARY
The project included reconstruction of concrete ramps, curbs, gutters, valley gutters and sidewalks at various locations within the City boundary.

BACKGROUND
Bids were received on February 27, 2024, and the project was awarded by the City Council to the lowest responsible bidder, Geometric Construction, Inc. on March 11, 2024. The project was completed in accordance with the construction documents and the contractor has submitted a request for acceptance of the project.

FISCAL IMPACT

1. Award $211,156.00

2. Cost increases/decreases resulting from differences $17,099.75 between estimated quantities used for award and
actual quantities installed.

3. Contract Change Order $8,843.36 __________
Final Contract Cost $237,099.11

The contract change order involved expansion of the scope of work at multiple locations needed to properly meet ADA requirements and repair of a domestic water line. 245
AGENDA ITEM NO. 13.

REASON FOR RECOMMENDATION
The Public Utilities Department, the City Engineer, the Engineering Inspector, and the Project Engineer agree that the work performed by the contractor is in accordance with the project plans and specifications and has been deemed acceptable. The contractor, Geometric Construction Inc., has requested final acceptance from the City Council.

ACTIONS FOLLOWING APPROVAL

1. The Notice of Completion will be recorded; and

2. All retention funds will be released no later than 35 calendar days following recordation of the notice of completion, provided no liens have been filed. Retention funds may be released within 60 days after the date of completion, provided no liens have been filed, with “completion” defined as the earlier of either (a) beneficial use and occupancy and cessation of labor, or (b) acceptance by the City Council per Public Contract Code Section 7107(c)(2).

CONFLICT OF INTEREST
None.

Prepared by: Matt Buller, Senior Engineering Inspector

Reviewed by: City Manager JH

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AGENDA ITEM NO. 13.

Attachment 1
247
AGENDA ITEM NO. 13.

TO: Mayor and City Council
FROM: Planning and Development Services
DATE: August 5, 2024
SUBJECT: Planning and Development Services Department – Approval – Res. 24- ___, A request to authorize the City Manager to execute a second amendment to a previously executed consultant agreement between the City of Clovis and Ascent Environmental, Inc. , in the amount of $72,420.00 for the preparation of the Housing Element update and related services.

ATTACHMENTS: 1. Res. 24-___, Second Amendment to the Consultant Agreement

RECOMMENDATION
Staff recommends that Council adopt a resolution authorizing the City Manager to execute a modified consultant agreement between the City of Clovis and Ascent Environmental, Inc. , (Ascent) for the preparation of the Housing Element Update and related services.

EXECUTIVE SUMMARY
On January 19, 2021, the City Council authorized the City Manager to proceed with a consultant agreement with Ascent for the preparation of the Housing Element Update and related services.

The contract was amended August 21, 2023, due to new statutory requirements . A substantial amount of additional work was necessitated, resulting in additional costs beyond the origina l scope of the contract, and the additional task in updating the City’s Multifamily Objective Standards. The ongoing efforts to address the Department Housing and Community Development (HCD) comments through further assessments and updates to the draft have led to increased costs and the need for another contract amendment with Ascent. The amendment requests an additional $72,420.00 to the budget to cover those costs and replenish the contingency funds. If approved, staff would initiate the process of amend ing the consultant agreement with Ascent to continue the preparation of the Housing Element preparation and associated services.

BACKGROUND
The Housing Element is an integral component of the General Plan, requiring updates on an eight-year cycle. The current Housing Element was adopted in 2016 as a collaborative endeavor involving the City and eleven other municipalities, including the County of Fresno. In early 2021, the City took proactive measures to independently initiate the updating process for the Housing 248
AGENDA ITEM NO. 14.

Element. As mentioned, the Council authorized the execution of a contract agreement with Ascent to perform this work.

On March 20, 2023, Ascent and City staff presented the initial draft of the Housing Element during a joint meeting of the Council and Planning Commission. Following this presentation, a 30-day public review period commenced. The draft Housing Element was formally submitted to HCD on May 16, 2023, for the customary 90 -day initial review period. Subsequent reviews by HCD have a 60 -day turnaround. The City submitted two subsequent drafts addressing HCD comments on December 5, 2023, and May 29, 2024. Ascent and staff worked to address HCD’s comments on the second revised draft and expect to receive an official response with conditional approval from HCD on July 26th, after the completion of this staff report.

PROPOSAL AND ANALYSIS
This section provides a breakdown of the original scope of work and the changes requiring an update to the scope of work and budget for the Housing Element Update process and associated services.

Housing Element Budget and Amendments
On January 19, 2021, Council authorized an initial budget of $249,795 for the preparation of the Housing Element and associated services. However, as work on the Housing Element draft commenced, unforeseen challenges led to additional incurred costs, necessitating an amendment to the budget. On August 21, 2023, Council approved an amendment to the budget for an additional $197,140.67, increasing the overall budget to $446,935.67. The increase was allocated towards the Housing Element and a new task of updating the City’s Mult ifamily Objective Standards.

Proposed Amendment Number Two
The additional budget request to complete the Housing Element Update totals $72,420.00. This increased allocation is necessary to accommodate the subsequent reviews and updates required in respons e to HCD comments. One significant factor contributing to the increased workload has been the incorporation of new statutory requirements, particularly Assembly Bill 686 (AB 686), which mandates a comprehensive assessment of fair housing within all housing elements. This requirement has demanded substantial time from both Ascent and staff to assess and demonstrate that available sites meet AB 686 standards. Consequently, this aspect required more time and effort than anticipated. To mitigate some of the costs, remaining funds from other tasks were reallocated to those requiring additional work. Additional budget allocation is also needed to replenish the contingency funds.

FISCAL IMPACT
The amendment is requesting an additional $ 72,420.00 towards the budget . The complete contract expense, encompassing the comprehensive amendment request, amounts to $519,355.67. Notably, the City has successfully secured grant funding totaling $235,000 through the Local Early Action Planning (LEAP) grant program, specifically designated for the Housing Element update effort. Anticipated supplementary funding is expected through the allocation of remaining San Joaquin Valley COG Regional Early Action Planning (REAP) funds to different jurisdictions, with approximately $70,000 d esignated specifically for the Multifamily Objective Standards initiative. The remaining balance required for the project will be covered by the City’s general plan consultation funding.
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AGENDA ITEM NO. 14.

REASON FOR RECOMMENDATION
The City seeks ongoing support from Ascent to aid in the preparation of the Housing Element.

ACTIONS FOLLOWING APPROVAL
Staff will prepare the necessary documentation needed for the City Manager to execute the contract amendment. The Housing Element work will continue as planned, and concurrently, the update of the Multifamily Objective Standard process will be initiated.

CONFLICT OF INTEREST
None.

Prepared by: Lily Cha, Senior Planner

Reviewed by: City Manager JH

250
AGENDA ITEM NO. 14.

Attachment 1

RESOLUTION 24-____

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS

AUTHORIZING THE CITY MANAGER TO EXECUTE A MODIFIED CONSULTANT

AGREEMENT WITH ASCENT ENVIRONMENTAL FOR THE PREPARATION OF THE

GENERAL PLAN HOUSING ELEMENT AND RELATED SERVICES

WHEREAS, On January 19, 2021, Ascent Environmental, Inc., was selected to perform these services based on their substantial experience with the preparation of Housing Elements and their familiarity with the City of Clovis; and

WHEREAS, the City amended the contract with Ascent on August 21, 2023, due to new statutory requirements. This necessitated a substantial amount of additional work, resulting in costs beyond the original scope of t he contract. Additionally, the task of updating the City’s Multifamily Objective Standards required further funding; and

WHEREAS, due to multiple revised drafts required by the Department of Housing and Community Development's comments, additional work was necessitated. This resulted in costs that exceeded the original scope of the contract, thereby requiring additional funding; and

WHEREAS, the City requires continued assistance from Ascent Environmental, Inc., with the preparation of the Sixth Cycle Housing Element and related services.

NOW, THEREFORE , BE IT RESOLVED, that the City of Clovis Council approves the modified consultant agreement with Ascent Environmental Inc. provided hereto as Attachment A addressing the preparation of the General Plan Housing Element and related services, and authorizes the City Manager to Execute the second amendment to the consultant agreement with Ascent Environmental, Inc.

* * * * *

The foregoing resolution w as introduced and adopted at a regular meeting of the City Council of the City of Clovis held on August 5, 2024, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: August 5, 2024

______________________________ ______________________________ Mayor City Clerk

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AGENDA ITEM NO. 14.

Ascent Environmental, Inc., 455 Capitol Mall, Suite 300, Sacramento, CA 95814 Main: 916.444.7301 Fax: 916.444.3927 ascentenvironmental.com April 29, 2024
Lily Cha-Haydostian
Senior Planner
1033 Fifth Street
Clovis, CA 93615
Subject: Request for Amendment, City of Clovis Sixth Cycle Housing Element Dear Lily:

This letter is to request $72,420 in additional budget to complete the City of Clovis Sixth Cycle Housing Element Update. In February 2024, City staff authorized Ascent to reallocate $39,920 from Task 7 - Environmental Compliance ($24,840) and Task 8 – Final Documents ($15,080) to allow us to continue work to prepare revisions to the Housing Element in response to comments from the California Department of Housing and Community Development (HCD) and to assist City staff with preparation of the 2023 Annual Progress Report (APR). At that time, we noted that we would be submitting a budget amendment to refill the budget for Tasks 7 and 8 and request additional funds to complete the project. This budget amendment includes the following items:
• Task 2 – Project Management: $2,500 for additional project management and meetings as a result of the extension of the project duration.
• Task 7 - Environmental Compliance: $24,840 to refill the original budget for Task 7 – Environmental Compliance.
• Task 8 - Final Document: $15,080 to refill the original budget for Task 8 – Final Documents. • Task 12 - Third Round of HCD Revisions (New): $15,000 to pay for additional work anticipated in Summer 2024 to address additional HCD comments on the second round of revisions, which are scheduled to be submitted to HCD in May 2024.
• Contingency: a $15,000 contingency to cover unanticipated work, which might include a fourth round of revisions to HCD comments, additional community engagement, or additional meetings with staff or decision makers.

In addition, we are requesting authorization to use our updated 2024 rates for the amendment and the remaining contract budget. The rates that we are currently using are mostly from the original contract, which used 2020 billing rates. Instead, we request to use the following 2024 rates for staff assigned to the project:
• Christine Babla, Principal of Urban Design and Planning: $290 • Mike Parker, Principal of Environmental: $280
• Chelsey Payne, Project Director: $265
• Matthew Gelbman, Senior Project Manager: $220
• Haley Shaver, Urban Planner II: $165
• Rebecca Pope, Urban Planner I: $135
• Lisa Merry, GIS: $155
• Administrative Support: $140
Attachment A
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AGENDA ITEM NO. 14.

Request for Amendment, City of Clovis Sixth Cycle Housing Element April 29, 2024

Page 2 ends

We look forward to continuing to work with the City of Clovis and appreciate your attention to this proposed request .

Please do not hesitate to contact us if you have any questions, would like to discuss this request further, or require additional information.

Sincerely,

Chelsey Payne, AICP Christine Babla, AIA, AICP, LEED AP Project Director Principal
p: 916.306.2621 p: 619.366.3468
e: [email protected] e: [email protected]

Attachment A – Summary of Requested Budget Amendment for City of Clovis Sixth Cycle Housing Element 253
AGENDA ITEM NO. 14.

Request for Amendment, City of Clovis Sixth Cycle Housing Element April 29, 2024

Page 3 ends

Attachment A – Summary of Proposed Budget Amendment for City of Clovis Sixth Cycle Housing Element Current Budget
(April 2024)
Remaining Budget
(April 2024)
Additional
Budget
Requested
New Budget w/
Amendment
Remaining
Budget w/
Amendment
Task 1 Project Administration $35,600.00 $3,690.00 $2,500.00 $38,100.00 $6,190.00 Task 2 Annual HE Progress Reports $8,925.00 $0.00 $0.00 $8,925.00 $0.00 Task 3 RHNA Support $11,050.00 $0.00 $0.00 $11,050.00 $0.00 Task 4 Housing Element Preparation $152,480.00 $0.00 $0.00 $152,480.00 $0.00 Task 5 Community Engagement and Public Hearings $20,343.72 $0.00 $0.00 $20,343.72 $0.00 Task 6 HCD Review of Housing Element $59,315.00 $21.25 $0.00 $59,315.00 $0.00 Task 7 Environmental Compliance $0.00 $0.00 $24,840.00 $24,840.00 $24,840.00 Task 8 Final Documents and Adoption $0.00 $0.00 $15,080.00 $15,080.00 $15,080.00 Task 9 AH Strategy and Compliance Support $385.00 $0.00 $0.00 $385.00 $0.00 Task 10 2023 APR $5,000.00 $483.00 $0.00 $5,000.00 $483.00 Task 11 Second Revision to Housing Element $34,920.00 $9,322.50 $0.00 $34,920.00 $9,323.00 Task 12 Third Revision to Housing Element (New) $0.00 $0.00 $15,000.00 $15,000.00 $15,000.00 Phase
2 Objective Design Standards $116,450.00 $106,705.00 $0.00 $116,450.00 $106,705.00 SUBTOTAL $444,468.72 $120,221.75 $57,420.00 $501,888.72 $177,621.00 Reimbursable Expenses $2,466.95 $1,454.86 $0.00 $2,466.95 $1,455.00 Contingency $0.00 $0.00 $15,000.00 $15,000.00 $15,000.00 TOTAL $446,935.67 $121,676.61 $72,420.00 $519,355.67 $194,076.00

254
AGENDA ITEM NO. 14.

TO: Mayor and City Council
FROM: Administration
DATE: August 5, 2024
SUBJECT: Consider Approval of various actions related to a proposed general tax ballot measure for the November 5, 2024, Municipal Election:

a. Consider Approval - Res. 24-___, Calling for and giving notice of the holding of a Special Municipal Election to be consolidated with the regularly scheduled General Municipal Election to be held on November 5, 2024, to present to voters a measure to increase the sales and use tax in the City of Clovis by one percent (1.0%) as required by the provisions of the laws of the State of California relating to General Law Cities; requesting consolidation thereof with the statewide general election to be held on the same date; requesting that the Fresno County Board of Supervisors authorize the Fresno County Clerk/Registrar of Voters to render specified services to the City of Clovis relating to the conduct of the Special M unicipal Election; and approving the proposed ballot measure description; and

b. Consider Introduction - Ord. 24-___, An Ordinance of the City Council of the City of Clovis Adding Section 3.3.312 to Article 3 of Chapter 3.3 of Title 3 of the Clovis Municipal Code Pertaining to the Imposition of a Transactions (Sales) and Use Tax; and

c. Consider Introduction - Ord. 24-___, (Uncodified) – An Ordinance of the City Council of the City of Clovis Imposing a Transactions (Sales) and Use Tax to be Administered by the California Department of Tax and Fee Administration.

Staff: John Holt, City Manager
Recommendation: Approve

ATTACHMENTS: 1. Res. 24 -__, Calling for a Special Municipal Election to be held on November 5, 2024, to present to voters a measure to increase the sales and use tax by one percent (1.0%)
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AGENDA ITEM NO. 15.

2. Ord. 24-__, Adding Section 3.3.312 to Article 3 of Chapter 3.3 of Title 3 of the Clovis Municipal Code Pertaining to the Imposition of a Transactions (Sales) and Use Tax

3. Ord. 24-___(uncodified), An Ordinance of the City Council of the City of Clovis Imposing a Transactions and Use Tax

RECOMMENDATION
Staff is recommending the City Council approve placing a measure on the November 5, 2024, ballot for the voters of Clovis to decide whether or not to approve a 1% increase to the sales tax rate in Clovis to raise additional funds to maintain 9 -1-1 emergency medical / police/fire / paramedic response, fire protection, police patrols; keeping public areas safe/clean; retaining local small busi nesses/jobs; protecting local drinking water sources; accelerating repairs to streets/roads; addressing homelessness; maintaining youth, parks programs; and other general services.

Approval of the proposed Resolution and introduction of the two proposed Ordinances are required for the proposed sales tax increase measure to be placed on the ballot for voters in Clovis to decide at the November 5, 2024, election.

EXECUTIVE SUMMARY
Over the past 15 years the population of the City of Clovis has increased by 40%. During that same time period, the number of sworn police and firefighters has not increased commensurately. Over the years, the police department has reduced or eliminated a majority of all proactive programs and are now primarily reactive. The ci ty has seen an increase in response times for both police and fire.

As part of the 2024-25 Budget development process staff conducted significant public outreach to determine community priorities and where limited funds should be allocated and/or invested.

Feedback received from the community indicates that maintaining Clovis as the safest City in the Valley and maintaining other City services at current levels are top priorities. This is increasingly hard to maintain with the current revenue streams and inflationary pressure on the cost to deliver the expected and needed services to maintain the Clovis way of life.

Based on the adopted 2024 -25 Budget not meeting all the needs to maintain Clovis due to revenue constraints not keeping up with ever-increasing costs, Council directed staff to explore additional revenue options. The City engaged in community surveying and outreach to assess the desired priorities of residents and interest for a potential Sales Tax increase. The community survey data shows that residents support a one percent (one -cent) increase to the Sales Tax rate in Clovis, for a total tax rate of 8.975%, and also support the use for a variety of priorities and City services as a general tax. A one -percent increase to the sales ta x rate in Clovis is estimated to provide approximately $28 million in additional revenue annually to the general fund. This additional revenue would provide the resources needed to maintain Clovis services in a manner that meets the expectations and desires of the community.

Based on the community input, Staff is recommending the City Council approve actions necessary to place a measure on the November 5, 2024, election ballot to allow Clovis voters to consider a one-percent increase to the Sales and Use Tax rate in Clovis. 256
AGENDA ITEM NO. 15.

BACKGROUND
As part of the 2024-25 Budget development process staff conducted significant public outreach to get feedback from the community on desired priorities, this included:

- Two scientifically sampled surveys conducted by a third p arty of at least 1,000 residents.
- 6 community presentations.
- Digital and direct mailers inviting residents to provide feedback on community priorities resulting in over 900 surveys completed with over 400 comments. - 10 Coffee with the Chiefs events.
- 3 Budget hearings.

Feedback received from the community indicates that maintaining public safety (police and fire) is the number one priority. Other priorities residents identified as important included keeping Clovis safe and clean, maintaining the City’s long-term financial stability, maintaining streets and parks, protecting drinking water sources, addressing homelessness, retaining local small businesses and jobs, and maintaining the level of services performed by the City. The results of the community surve y and over 400 comments received reflect a strong desire to maintain Clovis' quality of life, public safety, and community character while addressing challenges like homelessness, infrastructure needs, and the City’s fiscal stability. Satisfying the commun ity’s desire is increasingly infeasible with increased inflationary pressure, state unfunded mandates, and the City’s limited ability to raise revenues under state law.

Summary of Clovis Residents' Comments on City Services
Public Safety:
 Increase in police presence and response times to address speeding, red light running, and overall safety.
 Concerns about drug use and public safety in some areas.

Traffic and Infrastructure:
 Traffic congestion, particularly light timing and red light running.  Poor road conditions with potholes and the need for repaving.  Concerns about speeding and reckless driving.
 Support for a traffic circle at specific intersections.  Issues with sight lines at specific locations due to overgrown landscaping.

Neighborhood Appearance:
 Importance of maintaining clean and well-maintained public areas.  Desire for stricter enforcement of code violations regarding property upkeep.  Concerns about graffiti and the need for prompt removal.  Thoughts on how to balance community character with allowing residents more freedom over their own property (e.g., front yard aesthetics, backyard livestock).

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AGENDA ITEM NO. 15.

Development and Growth:
 Mixed views on the pace of growth, with some fearing the loss of Clovis's unique character and others welcoming new opportunities.
 Concerns about the impact of growth on infrastructure and public services.

Parks and Recreation:
 Importance of maintaining parks and trails.
 Need for more benches and seating areas in parks for walkers and dog owners.  Support for after-school programs and recreational activities for youth.

Other Comments:
 Appreciation for the city's current events and festivals.  Desire for increased transparency from the city government.  Concerns about specific code enforcement issues and animal services.  Support for maintaining a strong sense of community.
 Ideas for resident involvement in beautification efforts and cost-saving measures.  Opposition to a cultural agenda or restrictions on reading materials.

This summary is not exhaustive, but it highlights the wide ran ge of concerns and priorities expressed by Clovis residents.

The surveying and community outreach data shows that residents support a one percent (one - cent) increase to the Sales Tax rate in Clovis, for a total tax rate of 8.975%, and also support the use for a variety of priorities and City services as a general tax. A one -percent increase to the sales tax rate in Clovis is estimated to provide approximately $28 million in additional revenue annually to the general fund. This additional revenue would pr ovide the resources needed to maintain Clovis services in a manner that meets the expectations and desires of the community.

The survey results indicated that a general tax was preferred over a special tax.

Approval of the proposed Resolution and introdu ction of the two proposed Ordinances are required for the proposed sales tax increase measure to be placed on the ballot for voters in Clovis to decide at the November 5, 2024, election.

The proposed Resolution meets all the requirements for placing a measure on the ballot for voter consideration, including calling a special election for the ballot measure and requesting it be consolidated with the City’s regular municipal election and the statewide general election to be held on November 5, 2024, requesti ng the Fresno County Board of Supervisors authorize the Fresno County Clerk to perform the services and conduct the City’s municipal election, and approving the text of the ballot measure question as it will appear on the ballot for voters in Clovis.

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AGENDA ITEM NO. 15.

Proposed ballot measure text.

Elections Code sections 9051 and 13247 limit the text of a ballot measure question to be submitted to voters to no more than 75 words, not including the title. The proposed question asked during the community surveying and outreach conducted is as follows:

CITY OF CLOVIS PUBLIC SAFETY/CITY SERVICES MEASURE: Shall the measure maintaining 9-1-1 emergency medical/police/fire/paramedic response, fire protection, police patrols; keeping public areas safe/clean; retaining local small businesses/jobs; protecting local drinking water sources; accelerating repairs to streets/roads; addressing homelessness; maintaining youth, parks programs; and other general services, by establishing a 1¢ sales tax providing approximately $28,000,000 annually until ended by voters; requiring public spending disclosure, all funds spent locally, be adopted?

YES NO

Based on the community input, the identical question is recommended to be approved for placement on the ballot for voters in Clovis to decide. The proposed res olution includes the identical ballot measure question and satisfies the Elections Code requirements for placing a measure on the ballot.

Introduction of Proposed Ordinances.

If the Council approves the Resolution calling the election and approving the p lacement of the ballot measure for the voters to decide, the two proposed ordinances should also be introduced as required by the California Transactions and Use Tax Law, found in California Revenue and Taxation Code section 7251, et. seq. Adoption of the two ordinances will be contingent upon voter approval of the Measure at the November 5, 2024, election.

The first ordinance will codify the imposition of the 1.0% transactions (sales) and use tax rate increase in Section 3.3.312 of the City’s Municipal Code in accordance with the Measure if approved by the voters. If the Measure is approved by the voters, the tax increase will become operative on April 1, 2025, as required by Revenue and Taxation Code section 7265.

The second ordinance will not be co dified in the City’s Municipal Code, but contains provisions required by applicable provisions of the Transactions and Use Tax Law (See Revenue and Taxation Code sections 7261-7262), that must be included in an ordinance so that the California Department of Tax and Fee Administration (CDTFA) will collect the additional tax on the City’s behalf and transmit the collected tax to the City. An agreement between the City and CDTFA will also be needed if the Measure is approved by the voters, and the agreement, if necessary, will be presented for Council approval at a later date.

FISCAL IMPACT
The City incurs a cost every other year to conduct an election. The estimated cost to conduct the regularly scheduled municipal election is budgeted in the 2024 -25 budget in the amount of $100,000. If the measure is approved to be placed on the ballot, additional costs are likely to be incurred, but the amount is unknown at this time. If the additional costs exceed the budgeted amount, staff will return to the City Council with a budget amendment request. If the proposed 259
AGENDA ITEM NO. 15.

Sales and Use Tax increase measure i s approved by the voters, it is expected to initially raise approximately $28 million annually in additional general fund revenue.

REASON FOR RECOMMENDATION
The City Council directed staff to provide additional revenue mechanisms for consideration.

Staff is recommending the City Council approve placing a general tax measure on the November 5, 2024, ballot for the voters of Clovis to determine whether or not to approve a 1.0% (one cent) increase to the sales tax rate in Clovis. The tax increase would be a general tax, with revenue available to maintain public safety services including emergency response times, police protection, neighborhood services, anti-gang and anti-drug programs; repair infrastructure; and provide other City services.

ACTIONS FOLLOWING APPROVAL
If the measure is approved for placement on the ballot, the County Elections Office will conduct the election and provide the results of the election in early December 2024. If the ordinances are approved at introduction, they will return to th e City Council for adoption, but adoption will be contingent upon majority voter approval of the Measure at the November 5, 2024, election. If the Measure is approved by the voters, agreements between the City and the California Department of Tax and Fee Administration will be needed for the collection and remittance of the tax, and those agreements will return to the City Council for approval, as needed.

CONFLICT OF INTEREST
None.

Prepared by: Andrew Haussler, Assistant City Manager

Reviewed by: City Manager JH
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1 ATTACHMENT 1
RESOLUTION NO. 24-__

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS CALLING FOR

AND GIVING NOTICE OF THE HOLDING OF A SPECIAL MUNICIPAL ELECTION TO

BE CONSOLIDATED WITH THE REGULARLY SCHEDULED GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 5, 2024, TO PRESENT TO VOTERS A

MEASURE TO INCREASE THE SALES AND USE TAX IN THE CITY OF CLOVIS BY ONE PERCENT (1.0%) AS REQUIRED BY THE PROVISIONS OF THE LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW CITIES; REQUESTING

CONSOLIDATION THEREOF WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE SAME DATE; REQUESTING THAT THE FRESNO COUNTY BOARD

OF SUPERVISORS AUTHORIZE THE FRESNO COUNTY CLERK/REGISTRAR OF

VOTERS TO RENDER SPECIFIED SERVICES TO THE CITY OF CLOVIS RELATING TO THE CONDUCT OF THE SPECIAL MUNICIPAL ELECTION; AND APPROVING

THE PROPOSED BALLOT MEASURE DESCRIPTION

WHEREAS, Clovis is the safest city in the Valley and a great place to live, work and raise a family, but our community is facing new and growing challenges from crime and homelessness coming from neighboring communities, increasing potholes on local streets and roads, and increasing costs of providing basic services; and

WHEREAS, Clovis has approximately the same number of firefighters and police officers as the City had over 15 years ago, while our population has increased nearly 40%; and

WHEREAS, this has increased 911 response times for police and fire, making us all less safe; and

WHEREAS, Clovis needs to improve 911 response times and save lives; and

WHEREAS, approximately two-thirds of all calls to the Clovis Fire Department are related to medical emergencies; and

WHEREAS, the standard for medical response times is six and a half minutes, but in some areas of Clovis, our response times are as long as eleven minutes; and

WHEREAS, Clovis needs to ensure that our City has the needed firefight ers and paramedics, while increasing the number of certified EMT firefighters and lifesaving equipment to respond to emergencies and save lives; and

WHEREAS, during the 2024 -2025 budget preparation process the City engaged in significant public outreach to assess the priorities of residents through community presentations, community events, survey work, polling, and public meetings; and

WHEREAS, the input received from the community indicated a strong desire to increase revenues for the City to be able to maintain services with a focus on public safety 261
AGENDA ITEM NO. 15.
2 and exceptional services in order to maintain our Clovis way of life; and

WHEREAS, the City Council met at its regularly scheduled meeting of June 10, 2024, and directed staff to return with revenue options due to the 2024-2025 budget not meeting all of the needs to maintain Clovis to the community’s expectations; and

WHEREAS, applicable provisions of the California Revenue and Taxation Code authorize the City to increase a sales and use tax for general purposes by ordinance following approval by a majority vote of the qualified electors of the City voting in an election on the issue; and
WHEREAS, in accordance with applicable provisions of the California Constitution and California Elections Code the City Council desires to submit to the voters of the City of Clovis a ballot measure proposal to increase the existing rate of the Sales and Use Tax in the City of Clovis by one percent (1.0%) for a total rate of 8.975% (hereinafter the “Measure”); and
WHEREAS, if the Measure is approved by the voters, the increased Sales and Use Tax is a general tax, the revenue of which will be placed in the City’s general fund and be used to pay for any general City services; and
WHEREAS, if the Measure is approved by the voters, the California Department of Tax and Fee Administration shall collect the tax from retailers subject to the tax and remit the funds to the City; and
WHEREAS, Section 10401 of the Elections Code authorizes the Fresno County Board of Supervisors to consolidate the special municipal election with the statewide general election scheduled for November 5, 2024; and
WHEREAS, the Sales and Use Tax increase required by the Measure cannot be imposed without voter approval; and
WHEREAS, voter approval of the Measure increasing the City’s Sales and Use Tax rate will require an ordinance amending the Clovis Municipal Code defining the rate and more completely describing the Measure and details of the tax, which ordinance shall be prepared by the City Attorney so as to be enacted if the Measure is approved by the voters (hereinafter “Ordinance”).

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

SECTION 1. Pursuant to Article XIII C, Section 2(b) of the California Constitution, Section 53724 of the Government Code, and applicable provisions of the Elections Code, the City Council of the City of Clovis hereby calls and order s an election at which the Measure relating to the increase of the City’s Sales and Use Tax shall be submitted to the qualified voters of the City.
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3 SECTION 2. The City Council requests the Fresno County Board of Supervisors to consolidate the special municipal election for this Measure with the statewide general election on November 5, 2024, pursuant to section 10403 of the Elections Code , and acknowledges that the consolidated election will be held and conducted in the manner prescribed in Elections Code section 10418.

SECTION 3. The City requests that the Fresno County Clerk/Registrar of Voters conduct the election and canvass the returns, and the City agrees to pay the proportionate share of reasonable expenses of said election, said share to consis t of all direct costs as determined by the Fresno County Clerk / Registrar of Voters to be directly related to the conduct of the City of Clovis' special municipal election together with the City's proportionate share of the expenses for election services rendered by Fresno County that are being shared equally with other jurisdictions, if any, by virtue of the consolidation of the City's special municipal election with the elections being held by other jurisdictions, if any, in the City of Clovis on November 5, 2024.

SECTION 4. At the statewide general election to be held on November 5, 2024, the following question shall be submitted to registered voters of the City of Clovis and shall be printed on the election ballot in the form set forth as follows:

CITY OF CLOVIS PUBLIC SAFETY/CITY SERVICES MEASURE: Shall the measure maintaining 9-1-1 emergency medical/police/fire/paramedic response, fire protection, police patrols; keeping public areas safe/clean; retaining local small businesses/jobs; protecting lo cal drinking water sources; accelerating repairs to streets/roads; addressing homelessness; maintaining youth, parks programs; and other general services, by establishing a 1¢ sales tax providing approximately $28,000,000 annually until ended by voters; r equiring public spending disclosure, all funds spent locally, be adopted?

YES NO

SECTION 5. The measure shall be designated on the ballot by a letter, as provided in Elections Code Section 13116. This measure shall be designated by letter by the Fresno County Clerk/Registrar of Voters.

SECTION 6. Passage of the Measure requires a simple majority of votes from qualified voters of the City voting in the election.

SECTION 7. In all particulars not recited in this resolution, the election shall be held and conducted as provided by law for holding municipal elections.

SECTION 8. Pursuant to Elections Code section 12111, the City Council hereby directs the City Clerk, with the assistance of the City Attorney, to prepare a synopsis of the Measure and transmit the synopsis to the Fresno County Clerk/Registrar of Voters to be published in accordance with section 12111.
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4 SECTION 9. The full text of the Measure submitted to the voters will appear in the sample ballot and voter’s pamphlet. The Ordinance to be enacted to implement the Measure, if the Measure is approved by the voters, will not be printed in the sample ballot and voter’s pamphlet. However, the full text of the Measure and the full text of the Ordinance will be made available at the Office of the Fresno County Clerk/Registrar of Voters and the Office of the City Clerk.

SECTION 10. Arguments in favor of or against the proposed measure are permissible and shall be filed with the Fresno County Clerk/Registrar of Voters in accord ance with applicable provisions of the Elections Code, including sections 9280 through 9287 thereof.

SECTION 11. Pursuant to Elections Code section 9280, the City Council hereby directs the City Clerk to transmit a copy of the Measure to the City Attorney, and the City Attorney shall prepare an impartial analysis of the Measure in accordance with Elections Code section 9280 and file it with the Fresno County Clerk/Registrar of Voters.

SECTION 12. The City Clerk shall file a certified copy of this resolution with the Fresno County Clerk/Registrar of Voters as required by applicable law. The City Clerk is hereby authorized and directed to work with the Fresno County Clerk/Registrar of Voters and take all steps necessary to cause placement of the Measure and any associated arguments, analysis, synopsis, summary, or ballot question on the ballot.

SECTION 13. The City Clerk and City Attorney are authorized to make any typographical, clerical, non-substantive corrections to this resolution and the Measure to be placed on the ballot as may be deemed necessary by the Fresno County Clerk/Registrar of Voters.

SECTION 14. California Environmental Quali ty Act ( CEQA). The adoption of this Resolution is exempt from the California Environmental Quality Act, Public Resources Code §§ 21000 et seq. ("CEQA") and 14 Cal. Code Reg. §§ 15000 et seq. ("CEQA Guidelines"). The calling and noticing of a Special Municipal Election for the submission of a ballot measure to voters is not a project within the meaning of CEQA Guidelines Section 15378. The ballot measure submitted to the voters is for a general tax that can be used for any governmental purpose; it is not a commitment to any particular action or actions. As such, under CEQA Guidelines Section 15378(b)(4), the potential tax increase is not a project within the meaning of CEQA because, if approved, the tax increase simply creates a government funding mechanism that does not involve any commitment to any specific project that may result in a potentially significant physical impact on the environment.

SECTION 15. Severability. If any section, subsection, sentence, clause, phrase or portion of this Resolution or its application to any person or circumstance is for any reason held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Resolution or its application to other persons and circumstances. The City Council of the City of Clovis hereby declares that it would have adopted this Resolution and each section, subsection, 264
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5 sentence, clause, phrase, or portion thereof irrespective of the fact that any one or more sections, subsections, sentences, clauses, phrases, or portions be declared invalid or unconstitutional and, to that end, the provisions hereof are hereby decla red to be severable.

* * * * *
The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on August 5, 2024, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: August 5, 2024

______________________________ ______________________________ Mayor City Clerk
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1 ATTACHMENT 2
ORDINANCE NO. 24-__

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CLOVIS ADDING SECTION 3.3.312 TO ARTICLE 3 OF CHAPTER 3.3 OF TITLE 3 OF THE CLOVIS

MUNICIPAL CODE PERTAINING TO THE IMPOSITION OF A TRANSACTIONS (SALES) AND USE TAX

WHEREAS, the City Council of the City of Clovis has ordered a ballot measure (“Measure”) for a one percent ( 1.0%) Transactions (Sales) and Use Tax increase, as authorized by applicable law, to be submitted to the voters of the City at the November 5, 2024, statewide general election, in accordance with applicable law; and

WHEREAS, should the voters approve the Measure, the California Department of Tax and Fee Administration (“Department”) requires that an ordinance be in place for the collection of that tax , which is imposed under the part in the California Revenue and Taxation Code known as the “Transactions and Use Tax Law” (Revenue and Taxation Code section 7251, et. seq.); and

WHEREAS, the City Council desires to adopt two ordinances, one codified in the City Municipal Code (reflecting the additional tax rate) and one uncodified (reflecting the additional tax rate and including the applicable requirements of the Department and the Transactions and Use Tax Law ), both contingent on the voters approving the Measure, and Ordinance No. 24-___, although it will be uncodified, is to be adopted concurrently with this Ordinance.

NOW, THEREFORE, the City Council of the City of Clovis does hereby ordain as follows:

SECTION 1. Codification of Additional Transactions (Sales) and Use Tax.

Section 3.3.312 is hereby added to Article 3 of Chapter 3.3 of Title 3 of the Clovis Municipal Code to read as follows:

Section 3.3.312: Additional Transactions and Use Tax Rate.

Notwithstanding anything to the contrary in this Article or in Chapter 3.3 of Title 3 of the Clovis Municipal Code, effective on April 1, 2025 , there shall be existing in the City a Transactions and Use Tax at the rate of one percent (1.0%). This tax is in addition to the City’s existing sales and use tax as set forth in Article 3 of Chapter 3.3 of Title 3 of the Clovis Municipal Code. The purpose of this additional Transactions and Use Tax is to fund general governmental services as set forth in Resolution No. _____ and Ordinance No. 24-___ (uncodified), and this tax shall be subject to the provisions of Ordinance No. 24-___ (uncodified). The voters approved the imposition of this additional Transactions and Use Tax at an election held for that purpose on November 5, 2024, by a majority of the voters.

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2 SECTION 2. Effective and Adoption Date; Contingency on Voter Approval ; Operative Date.

This ordinance relates to the levying and collecting of City transactions and use taxes and shall be effective immediately upon adoption, but shall have no force or effect, and shall not be sent for publication or considered adopted, unless a majority of the voters approve the Measure at the November 5, 2024, election. If the Measure is approved by the voters, the tax imposed by this ordinance shall be operative beginning on April 1, 2025, in accordance with California Revenue and Taxation Code section 7265.

APPROVED:

______________________________ ______________________________ Mayor City Clerk

* * * * * * * * * *

The foregoing Ordinance was introduced and read at a regular meeting of the City Council held on _______________, 2024, and was adopted at a regular meeting of said Council held on ________________, 2024, by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED:

________________________________
City Clerk
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AGENDA ITEM NO. 15.
1 ATTACHMENT 3
ORDINANCE NO. 24-___
(Uncodified)

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CLOVIS IMPOSING A

TRANSACTIONS (SALES) AND USE TAX TO BE ADMINISTERED BY THE

CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION

WHEREAS, the City Council of the City of Clovis has ordered a ballot measure (“Measure”) for a one percent ( 1.0%) Transactions (Sales) and Use Tax increase to be submitted to the voters of the City at the November 5, 2024, statewide general election; and

WHEREAS, should the voters approve the Me asure, the California Department of Tax and Fee Administration (“Department”) requires that an ordinance be in place for the collection of that tax, which is imposed under the part in the California Revenue and Taxation Code known as the “Transactions and Use Tax Law”; and

WHEREAS, the City Council desires to adopt two ordinances, one codified in the City Municipal Code (reflecting the additional tax rate) and one uncodified (reflecting the additional tax rate and including the applicable requirements of t he Department and the Transactions and Use Tax Law), both contingent on the voters approving the Measure, and Ordinance No. 24-___ is to be adopted concurrently with this Ordinance.

NOW, THEREFORE, the City Council of the City of Clovis does hereby ordain as follows:

Section 1. TITLE. This ordinance shall be known as the Additional Transactions and Use Tax Ordinance. The City of Clovis hereinafter shall be called "City." This ordinance shall be applicable in the incorporated territory of the City.

Section 2. OPERATIVE DATE. "Operative Date" means the first day of the first calendar quarter commencing more than 110 days after the adoption of this ordinance. The Operative Date of this ordinance, if approved by voters, shall be April 1, 2025, in accordance with California Revenue and Taxation Code section 7265.

Section 3. PURPOSE. This ordinance is adopted to achieve the following, among other purposes, and directs that the provisions hereof be interpreted in order to accomplish those purposes:

A. To impose a retail transactions and use tax in accordance with the provisions of Part 1.6 (commencing with Section 7251) of Division 2 of the Revenue and Taxation Code and Section 7285.9 of Part 1.7 of Division 2 which authorizes the City to adopt this tax ordinance which shall be operative if a majority of the electors voting on the measure vote to approve the imposition of the tax at an election called for that purpose.

B. To adopt a retail transactions and use tax ordinance that incorporates provisions identical to those of the Sales and Use Tax Law of the State of California insofar as those provisions are not inconsistent with the requirements and limitations contained in Part 1.6 of Division 2 of the Revenue and Taxation Code.

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2 C. To adopt a retail transactions and use tax ordinance that imposes a tax and provides a measure therefore that can be administered and collected by the California Department of Tax and Fee Administration in a manner that ada pts itself as fully as practicable to, and requires the least possible deviation from, the existing statutory and administrative procedures followed by the California Department of Tax and Fee Administration in administering and collecting the California State Sales and Use Taxes.

D. To adopt a retail transactions and use tax ordinance that can be administered in a manner that will be, to the greatest degree possible, consistent with the provisions of Part

1.6 of Division 2 of the Revenue and Taxation Cod e, minimize the cost of collecting the transactions and use taxes, and at the same time, minimize the burden of record keeping upon persons subject to taxation under the provisions of this ordinance.

Section 4. CONTRACT WITH STATE. Prior to the operativ e date, the City shall contract with the California Department of Tax and Fee Administration to perform all functions incident to the administration and operation of this transactions and use tax ordinance; provided, that if the City shall not have contracted with the California Department of Tax and Fee Administration prior to the operative date, it shall nevertheless so contract and in such a case the operative date shall be the first day of the first calendar quarter following the execution of such a contract.

Section 5. TRANSACTIONS TAX RATE. For the privilege of selling tangible personal property at retail, a tax is hereby imposed upon all retailers in the incorporated territory of the City at the rate of 1.0% (one percent) of the gross receipts of any retailer from the sale of all tangible personal property sold at retail in said territory on and after the operative date of this ordinance.

Section 6. PLACE OF SALE. For the purposes of this ordinance, all retail sales are consummated at the place of business of the retailer unless the tangible personal property sold is delivered by the retailer or his agent to an out -of-state destination or to a common carrier for delivery to an out -of-state destination. The gross receipts from such sales shall include delivery charges, when such charges are subject to the state sales and use tax, regardless of the place to which delivery is made. In the event a retailer has no permanent place of business in the State or has more than one place of business, the pla ce or places at which the retail sales are consummated shall be determined under rules and regulations to be prescribed and adopted by the California Department of Tax and Fee Administration.

Section 7. USE TAX RATE. An excise tax is hereby imposed on the storage, use or other consumption in the City of tangible personal property purchased from any retailer on and after the operative date of this ordinance for storage, use or other consumption in said territory at the rate 1.0% (one percent) of the sales price of the property. The sales price shall include delivery charges when such charges are subject to state sales or use tax regardless of the place to which delivery is made.

Section 8. ADOPTION OF PROVISIONS OF STATE LAW. Except as otherwise provided in this ordinance and except insofar as they are inconsistent with the provisions of Part 1.6 of Division 2 of the Revenue and Taxation Code, all of the provisions of Part 1 (commencing with Section 6001) of Division 2 of the Revenue and Taxation Code are hereby adopted and made a part of this ordinance as though fully set forth herein.

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3 Section 9. LIMITATIONS ON ADOPTION OF STATE LAW AND COLLECTION OF USE TAXES. In adopting the provisions of Part 1 of Division 2 of the Revenue and Taxation Code:

A. Wherever the State of California is named or referred to as the taxing agency, the name of this City shall be substituted therefor. However, the substitution shall not be made when:

1. The word "State" is used as a part of the title of the State Controller, State Treasurer, State Treasury, or the Constitution of the State of California;

2. The result of that substitution would require action to be taken by or against this City or any agency, officer, or employee ther eof rather than by or against the California Department of Tax and Fee Administration, in performing the functions incident to the administration or operation of this Ordinance.

3. In those sections, including, but not necessarily limited to sections referring to the exterior boundaries of the State of California, where the result of the substitution would be to:

a. Provide an exemption from this tax with respect to certain sales, storage, use or other consumption of tangible personal property which would not otherwise be exempt from this tax while such sales, storage, use or other consumption remain subject to tax by the State under the provisions of Part 1 of Division 2 of the Revenue and Taxation Code, or;

b. Impose this tax with respect to certain sales, storage, use or other consumption of tangible personal property which would not be subject to tax by the state under the said provision of that code.

4. In Sections 6701, 6702 (except in the last sentence thereof), 6711, 6715, 6737, 6797 or 6828 of the Revenue and Taxation Code.

B. The word "City" shall be substituted for the word "State" in the phrase "retailer engaged in business in this State" in Section 6203 and in the definition of that phrase in Section 6203.

1. “A retailer engaged in the business in the district” shall include any retailer that, in the preceding calendar year o r the current calendar year, has total combined sales of tangible personal property in this state or for delivery in t he state by the retai ler and all persons related to the retailer that exceeds five hundred thousand dollars ($500,000.00).

For purposes of this section, a person is related to another person if both persons are related to each other pursuant to Section 267(b) of the Internal Revenue Code and the regulations thereunder.

Section 10. PERMIT NOT REQUIRED. If a seller's permit has been issued to a retailer under Section 6067 of the Revenue and Taxation Code, an additional transactor's permit shall not be required by this ordinance.

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4 Section 11. EXEMPTIONS AND EXCLUSIONS.

A. There shall be excluded from the measure of the transactions tax and the use tax the amount of any sales tax or use tax imposed by the State of California or by any city, city and county, or county pursuant to the Bradley-Burns Uniform Local Sales and Use Tax Law or the amount of any state-administered transactions or use tax.

B. There are exempted from the computation of the amount of transactions tax the gross receipts from:

1. Sales of tang ible personal property, other than fuel or petroleum products, to operators of aircraft to be used or consumed principally outside the county in which the sale is made and directly and exclusively in the use of such aircraft as common carriers of persons or property under the authority of the laws of this State, the United States, or any foreign government.

2. Sales of property to be used outside the City which is shipped to a point outside the City, pursuant to the contract of sale, by delivery to such point by the retailer or his agent, or by delivery by the retailer to a carrier for shipment to a consignee at such point.

For the purposes of this paragraph, delivery to a point outside the City shall be satisfied:

a. With respect to vehicles (other than commercial vehicles) subject to registration pursuant to Chapter 1 (commencing with Section 4000) of Division 3 of the Vehicle Code, aircraft licensed in compliance with Section 21411 of the Public Utilities Code, and undocumented vessels registered under Division 3.5 (commencing with Section 9840) of the Vehicle Code by registration to an out -of-City address and by a declaration under penalty of perjury, signed by the buyer, stating that such address is, in fact, his or her principal place of residence; and

b. With respect to commercial vehicles, by registration to a place of business out-of-City and declaration under penalty of perjury, signed by the buyer, that the vehicle will be operated from that address.

3. The sale of tangible personal property if the seller is obligated to furnish the property for a fixed price pursuant to a contract entered into prior to the operative date of this ordinance.

4. A lease of tangible personal property which is a continuing sale of such property, for any period of time for which the lessor is obligated to lease the property for an amount fixed by the lease prior to the operative date of this ordinance.

5. For the purposes of subparagraphs (3) and (4) of this section, the sale or lease of tang ible personal property shall be deemed not to be obligated pursuant to a contract or lease for any period of time for which any party to the contract or lease has the unconditional right to terminate the contract or lease upon notice, whether or not such r ight is exercised.

C. There are exempted from the use tax imposed by this ordinance, the storage, use or other consumption in this City of tangible personal property:

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5 1. The gross receipts from the sale of which have been subject to a transactions tax under any state-administered transactions and use tax ordinance.

2. Other than fuel or petroleum products purchased by operators of aircraft and used or consumed by such operators directly and exclusively in the use of such aircraft as common carrie rs of persons or property for hire or compensation under a certificate of public convenience and necessity issued pursuant to the laws of this State, the United States, or any foreign government. This exemption is in addition to the exemptions provided in Sections 6366 and 6366.1 of the Revenue and Taxation Code of the State of California.

3. If the purchaser is obligated to purchase the property for a fixed price pursuant to a contract entered into prior to the operative date of this ordinance.

4. If the possession of, or the exercise of any right or power over, the tangible personal property arises under a lease which is a continuing purchase of such property for any period of time for which the lessee is obligated to lease the property for an amount fixed by a lease prior to the operative date of this ordinance.

5. For the purposes of subparagraphs (3) and (4) of this section, storage, use, or other consumption, or possession of, or exercise of any right or power over, tangible personal property shall be deemed not to be obligated pursuant to a contract or lease for any period of time for which any party to the contract or lease has the unconditional right to terminate the contract or lease upon notice, whether or not such right is exercised.

6. Except as provided in subparagraph (7), a retailer engaged in business in the City shall not be required to collect use tax from the purchaser of tangible personal property, unless the retailer ships or delivers the property into the City or participates within the City in making the sale of the property, including, but not limited to, soliciting or receiving the order, either directly or indirectly, at a place of business of the retailer in the City or through any representative, agent, canvasser, so licitor, subsidiary, or person in the City under the authority of the retailer.

7. "A retailer engaged in business in the City" shall also include any retailer of any of the following: vehicles subject to registration pursuant to Chapter 1 (commencing with Section 4000) of Division 3 of the Vehicle Code, aircraft licensed in compliance with Section 21411 of the Public Utilities Code, or undocumented vessels registered under Division 3.5 (commencing with Section 9840) of the Vehicle Code. That retailer shall be required to collect use tax from any purchaser who registers or licenses the vehicle, vessel, or aircraft at an address in the City.

D. Any person subject to use tax under this ordinance may credit against that tax any transactions tax or reimbursement for transactions tax paid to a district imposing, or retailer liable for a transactions tax pursuant to Part 1.6 of Division 2 of the Revenue and Taxation Code with respect to the sale to the person of the property the storage, use or other consumption of which is subject to the use tax.

Section 12. AMENDMENTS. All amendments subsequent to the effective date of this ordinance to Part 1 of Division 2 of the Revenue and Taxation Code relating to sales and use taxes and which are not inconsistent with Part 1.6 and Part 1.7 of Division 2 of the Revenue and Taxation C ode, all amendments to Part 1.6 and Part 1.7 of Division 2 of the Revenue and Taxation Code, and all amendments to the California Constitution or all 272
AGENDA ITEM NO. 15.
6 amendments to other applicable provisions of California law shall automatically become a part of this ordi nance, provided however, that no such amendment shall operate so as to affect the rate of tax imposed by this ordinance.

Section 13. ENJOINING COLLECTION FORBIDDEN. No injunction or writ of mandate or other legal or equitable process shall issue in any suit, action or proceeding in any court against the State or the City, or against any officer of the State or the City, to prevent or enjoin the collection under this ordinance, or Part 1.6 of Division 2 of the Revenue and Taxation Code, of any tax or any amount of tax required to be collected.

Section 14. SEVERABILITY. If any provision of this ordinance or the application thereof to any person or circumstance is held invalid, the remainder of the ordinance and the application of such provision to other persons or circumstances shall not be affected thereby.

Section 15. EFFECTIVE DATE. This ordinance relates to the levying and collecting of the City transactions and use taxes and shall be effective immediately upon adoption, but shall have no force or effect, and shall not be sent for publication or considered adopted, unless a majority of the voters approve the Measure at the November 5, 2024, election. If the Measure is approved by the voters, the tax imposed by this ordinance shall be operative beginning on April 1, 2025, in accordance with California Revenue and Taxation Code section 7265.

Section 16. TERMINATION DATE. The authority to levy the tax imposed by this ordinance shall continue until ended by voters.

Section 17. NO CODIFICATION. This ordinance will not be codified.

APPROVED:

______________________________ ______________________________ Mayor City Clerk

* * * * * * * * * *

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED:

________________________________
City Clerk
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AGENDA ITEM NO. 15.

TO: Mayor and City Council
FROM: Planning and Development Services
DATE: August 5, 2024
SUBJECT: Receive and File – Update on Additional Stakeholder Meetings Relating to Development Impact Fees for Fiscal Year 2024-2025.

Staff: Thad Avery, City Engineer / Paul Armendariz, Deputy Public Utilities Director
Recommendation: Receive and File

ATTACHMENTS: None

RECOMMENDATION
For the City Council to receive and file updated information on the outcome of additional meetings with the building industry following the June 10, 2024, Council meeting where an increase to the Development Impact Fees was approved.

EXECUTIVE SUMMARY
On June 10, 2024, Council approved an increase to the City’s development impact fees with a Construction Cost Index (CCI) to most rates. The two exceptions were the Fire Transition Fee and the Water Major Facilities Fee. The Fire Transition Fee increased by $185 per gross acre, due to rising propert y values. The Water Major Facility Fee increased by 105% driven primarily by the lack of implementing recommended rate adjustments over the last two years.

The approved fee revisions will be effective August 12, 2024.

At the June 10, 2024, City Council me eting direction was given to staff to continue meeting with stakeholders and to return on July 1, 2024, to provide an update on the outcome of the meetings. Staff was directed at the July 1 meeting to continue meeting with stakeholders and return with an u pdate for Council on August 5, 2024. Staff will provide a verbal update to Council on progress made during the subsequent meetings.

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AGENDA ITEM NO. 16.

BACKGROUND
Stakeholders provided public comments during the June 10 and July 1, 2024, meetings and requested additional t ime to adequately review and consider information related to Development Impact Fee rate adjustments.

City staff began a series of public meetings in May 2024 to discuss the update to the Development Impact Fees for Fiscal Year 2024 -2025. Over 100 stakeholders were invited to the meetings that took place on May 16, 23, 29, and June 6. All technical information supporting the fee adjustments were made available to the public for review on May 21, 2024. Following the City Council meeting of June 10, 2024, st aff was directed to continue holding meetings with the industry regarding the rate revisions. Meetings were immediately scheduled and held on June 13, 20, and 27 with invitations sent to over 100 stakeholders.

Following the City Council meeting of July 1, 2024, staff was directed to continue holding meetings with the industry regarding the rate revisions. Meetings were subsequently scheduled and held on July 11, 18, and 25 with invitations sent to over 100 stakeholders.

Engineering and Public Utilities st aff as well as a representative from Provost and Pritchard, the City’s water consultant, attended each meeting. Staff also made time to meet individually with members of the community to answer questions and provide additional information as requested.

FISCAL IMPACT
None

REASON FOR RECOMMENDATION
As this is a receive and file, no action is required.

ACTIONS FOLLOWING APPROVAL
Staff will receive and file updated information on the outcome of additional meetings with the building industry.

CONFLICT OF INTEREST
None.

Prepared by: Sean Smith, Supervising Civil Engineer

Reviewed by: City Manager JH
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AGENDA ITEM NO. 16.

TO: Mayor and City Council
FROM: Administration
DATE: August 5, 2024
SUBJECT: Consider Approval - Res. 24-____, Amending the 2024-25 City Attorney budget for the General Fund in the amount of $1,765,588 for litigation settlement costs with funding from the Emergency Reserve and the Planning and Development Services Fund.

Staff: Andrew Haussler, Assistant City Manager
Recommendation: Approve

ATTACHMENTS: 1. Resolution

RECOMMENDATION
For the City Council to approve a resolution amending the 2024 -25 City Attorney budget for litigation settlement costs with funding from the emergency reserve and the Planning and Development Services Fund.

EXECUTIVE SUMMARY
In accordance with the terms of the judgment recently entered in the Martinez v. City of Clovis case, the City is required to pay the plaintiff’s attorney’s fees and court awarded costs. With the full extent of the attorney’s fees and court ordered costs n ow known and agreed to by both parties, staff is requesting approval of a budget amendment to cover these additional costs and the cost of professional services needed to implement an affordable housing programs analysis required by the judgment. The use of the Emergency Reserve is necessary to fund the settlement costs.

BACKGROUND
Staff recommends Council approve a resolution amending the 2024-25 City Attorney budget for litigation settlement costs. In accordance with the terms of the judgment recently entered in the Martinez v. City of Clovis case, the City is required to pay the plaintiff’s attorney’s fees and court awarded costs in the amount of $1,630,587.69. With the full extent of the attorney’s fees and court ordered costs now known and agreed to by both parties, staff is requesting approval of a budget amendment to cover these additional costs from the Emergency Reserve.

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In addition, to comply with the judgment, the City has contracted with a consultant firm to analyze the feasibility of a mixed -income zoning ordinance in Clovis. The cost of this analysis is estimated to be $135,000 and funds are available to cover the costs from the General Plan Program funds, however the cost was not budgeted in the 2024 -25 budget. This budget amendment will allocate the funds necessary to pay the consultant in accordance with the consultant agreement approved by the City Council on May 6, 2024.

FISCAL IMPACT
The City is required to pay the plaintiff’s attorney’s fees and court awarded costs and conduct the mixed-income ordinance feasibility analysis. The total cost is approximately $1,765,588. The only available funding for the attorney’s fees and court awarded costs is the General Fund Emergency Reserve. This budget amendment would reduce the Emergency Res erve to $20,969,412 or 18.8% of General Fund expenditures for the 2024-25 fiscal year, and the ending Emergency Reserve balance would remain above the minimum goal of 15%. Revenues are available to cover the cost of the mixed -income zoning ordinance feasib ility analysis from the General Plan Consultant funds.

REASON FOR RECOMMENDATION
The recommended action is required to satisfy the requirements of the judgment.

ACTIONS FOLLOWING APPROVAL
Funds will be appropriated and accounted for in the City of Clovis 2024-25 City Attorney budget as specified in the attached budget amendment.

CONFLICT OF INTEREST
None.

Prepared by: Jay Schengel, Finance Director

Reviewed by: City Manager JH
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Attachment 1
RESOLUTION 24-

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS APPROVING AN AMENDMENT TO THE FY 2024-2025 CITY ATTORNEY BUDGET

WHEREAS, the City Council adopted the annual FY2024-2025 budget on June 10, 2024; and

WHEREAS, the City Council approved the expenditure of funds for the 202 4-2025 City Attorney – General Fund; and

WHEREAS, the additional expenditures needed for litigation settlement costs were not included in the 2024-2025 City Attorney – General Fund; and

WHEREAS, it has been determined that the funds for the costs will be allocated from the General Fund in the total amount of $1, 765,588, with $1,630,588 allocated from the City’s General Fund Emergency Reserve and $135,000 allocated from Planning and Development Services Fund.

NOW, THEREFORE, BE IT RESOLVED , that the City of Clovis hereby approves the budget amendment as shown in the “Summary of Expenditures by Section” , “Summary of Expenditures by Fund”, and the “Summary of Transfers by Fund” on Attachment A hereto.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on August 5, 2024, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: August 5, 2024

______________________________ ______________________________ Mayor City Clerk

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Attachment A

SUMMARY OF EXPENDITURES BY SECTION
City Attorney $1,765,588
TOTAL SECTION $1,765,588

SUMMARY OF EXPENDITURES BY FUND
General Fund $1,765,588
TOTAL FUND $1,765,588

SUMMARY OF TRANSFERS BY FUND
Transfer In
Fund
General Fund $135,000
Total Fund $135,000
Transfer Out
Fund
Planning & Development Services $135,000
Total Fund $135,000

279
AGENDA ITEM NO. 17.

TO: Mayor and City Council
FROM: Administration
DATE: August 5, 2024
SUBJECT: Consider Approval – A Request to Submit a Letter of Opposition regarding Senate Bill 7 (Blakespear), The Homeless Housing Obligation Act .

Staff: John Holt, City Manager
Recommendation: Approve

ATTACHMENTS: 1. SB 7 Bill Text as amended in Assembly June 10, 2024

2. Assembly Committee on Local Government Bill Analysis dated June 26, 2024

3. League of California Cities Notice of Concerns dated April 14, 2023

4. Draft letter of Opposition

RECOMMENDATION
For the City Council to approve a letter of opposition regarding Senate Bill 7 (Blakespear), The Homeless Housing Obligation Act.

EXECUTIVE SUMMARY
On July 1, 2024, on a consensus vote from Council, staff was directed to bring an item back to Council to consider opposing Senate Bill 7.

SB 7, intr oduced by Senator Catherine Blakespear, is known as the Homeless Housing Obligation Act. The bill aims to address California's homelessness crisis by mandating that beginning in 2025 cities and counties provide housing for their homeless populations based on the most recent point -in-time (PIT) counts. This requirement is part of a broader effort to hold local governments accountable for addressing homelessness within their jurisdictions. CalCities current position = “Watch”.

SB 7 imposes substantial new r esponsibilities on cities and counties to provide housing for all homeless individuals within their jurisdictions without offering adequate state funding to support these mandates. The proposed Homeless Housing Obligation Fund, while a step in the right direction, may not sufficiently cover the extensive costs associated with developing, maintaining, 280
AGENDA ITEM NO. 18.
and operating new housing facilities. This places an undue financial burden on local governments, which are already struggling with budget constraints.

California’s cities and counties are diverse, each with unique challenges and capacities. A one- size-fits-all mandate does not take into consideration the varying local conditions, resources, and existing efforts to address homelessness. Clovis has been actively working on local solutions that best fit our community’s needs. SB 7 could disrupt these localized strategies by imposing rigid state requirements that may not be feasible or effective in our context.

This obligation is duplicative of existing housing ele ment law, which already requires cities to assess the need for emergency shelter based on the most recent PIT count and assist in developing adequate housing to meet the needs of extremely low-income households. Housing element law also currently requires cities to identify sites and encourage the development of a variety of housing, including supportive housing and transitional housing. Rather than duplicate existing planning efforts, the Legislature should focus on providing funding directly to cities to realize these plans and spur much needed development.

FISCAL IMPACT
SB 7 would create an unfunded mandate for the City that will have a negative impact on operations.

REASON FOR RECOMMENDATION
On July 1, 2024, on a consensus vote from Council, staff was directed to bring an item back to Council to consider opposing SB 7.

ACTIONS FOLLOWING APPROVAL
If approved, staff will draft a letter of opposition to SB 7 and transmit it as appropriate.

CONFLICT OF INTEREST
None.

Prepared by: John Holt, City Manager

Reviewed by: City Manager JH
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AGENDA ITEM NO. 18.

AMENDED IN ASSEMBLY JUNE 10, 2024
AMENDED IN SENATE JANUARY 22, 2024
AMENDED IN SENATE MAY 1, 2023
AMENDED IN SENATE APRIL 19, 2023
AMENDED IN SENATE APRIL 10, 2023
AMENDED IN SENATE FEBRUARY 13, 2023
SENATE BILL No. 7
Introduced by Senator Blakespear
December 5, 2022
An act to amend Section 65400 of the Government Code, relating to housing. An act to amend Sections 65584.01, 65584.04, 65584.05, 65584.06, and 65588 of, and to repeal Section 65584.02 of, the Government Code, relating to land use.
legislative counsel’s digest
SB 7, as amended, Blakespear. Planning and zoning: annual report:
housing for extremely low income households. Regional housing need:
determination.

The Planning and Zoning Law requires each county and city to adopt a comprehensive, long-term general plan for the physical development of the county or city, which includes, among other mandatory elements, a housing element. That law requires, for the 4th and subsequent revisions of the housing element, the Department of Housing and Community Development (department) to determine the existing and projected need for housing for each region, as specified. That law requires the department, in consultation with the council of governments, 93 Attachment 1 282
AGENDA ITEM NO. 18.
to determine the existing and projected need of housing for each region in a specified manner. That law requires the department’s determination to be based upon population projections produced by the Department of Finance, as specified. That law also requires the department to meet and consult with the council of governments regarding the assumptions and methodologies to be used to determine each region’s housing need and requires the council of go vernments to provide data assumptions from the council of go vernments’ projections, as specified. That law authorizes the department to accept or reject the information provided by the council of governments and, after consultation with each council of governments, to make determinations on the council of governments’ data assumptions and the methodolo gy the department will use to determine each region’s housing need. That law requires the department to pr ovide its determinations to eac h council of go vernments, as specified. That law, upon making that determination, authorizes the council of governments to object to the determination.

This bill, for regions in which the department is required to distribute the regional housing need, would prohibit a city or county from filing an objection to the regional housing need determination. The bill would also make conforming changes.

The Planning and Zoning Law, for the 4th and subsequent revisions of the housing element, provides an alternative process for determining the existing and projected need for housing for each region, as specified.

This bill would repeal the alternative process described above.

The Planning and Zoning Law r equires public participation and access in the de velopment of the methodolo gy and in the pr ocess of drafting and adoption of the allocation of the regional housing needs.

That law r equires participation by or ganizations other than local jurisdictions and councils of governments to be solicited, as provided, including soliciting specified member s of protected classes. That law also authorizes the department to r eview the adopted allocation methodology and report its findings to the council of go vernments or delegate subregion within 90 days of receiving notice.

This bill would e xpand the solicitation r equirement to include specified households with special housing needs. The bill would also reduce the time allotted for the department to r eport its findings regarding the adopted allocation methodology to 45 days. By requiring councils of governments or delegate subregions, as applicable, to solicit participation fr om additional sour ces, this bill would impose a state-mandated local program.
93 — 2 — SB 7

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AGENDA ITEM NO. 18.

The Planning and Zoning Law requires each council of governments and delegate subregion, as applicable, at least one and one-half years before their sc heduled housing element r evision, to distribute a dr aft allocation of regional housing needs to eac h local government in the region or subr egion, where applicable, and r equires the department, based on the methodology adopted, to publish the dr aft allocation on its internet website.

This bill would additionally authorize a council of go vernment to distribute the dr aft allocation plan upon adoption of the final methodology reviewed and adopted by the department under certain circumstances.

The Planning and Zoning Law authorizes, within 45 days following receipt of the draft allocation, a local government within the region or the delegate subregion, as applicable, or the department to appeal to the council of governments or the delegate subregion for a revision of the share of the regional housing need proposed to be allocated to one or more local governments. If no appeals ar e filed, that law r equires the draft allocation to be issued as the proposed final allocation plan.

This bill would, if no appeals ar e filed, instead authorize the dr aft allocation to be adopted pursuant to a specified procedure that includes, among other things, a public hearing.

The Planning and Zoning Law r equires each city, county, and city and county to r evise its housing element accor ding to a specified schedule. That law requires subsequent revisions to the housing element of a metropolitan planning organization or a r egional transportation planning agency to be due 18 months after adoption of e very second regional tr ansportation plan update , provided that the deadline for adoption is no more than eight years later than the deadline for adoption of the previous eight-year housing element. That law also requires the metropolitan planning or ganization or a r egional tr ansportation planning agency for a r egion that has an eight-year r evision interval to notify the department and the Department of Transportation in writing of the estimated adoption date for its next regional transportation plan update at least 12 months befor e the estimated adoption date . For purposes of determining the e xisting and projected need for housing within a region, that law requires the date of the next scheduled revision of the housing element be deemed to be the estimated adoption date of the regional transportation plan update described in the notice provided to the Department of Transportation plus 18 months.
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AGENDA ITEM NO. 18.

This bill would condition the abo ve-described deemed date of the next scheduled revision on that date being no mor e than eight year s later than the deadline for adoption of the previous eight-year housing element.

The bill would include findings that c hanges proposed by this bill address a matter of state wide concern rather than a municipal af fair and, therefore, apply to all cities, including charter cities.

The California Constitution r equires the state to r eimburse local agencies and school districts for certain costs mandated by the state .

Statutory pr ovisions establish pr ocedures for making that reimbursement.

This bill would provide that no reimbursement is required by this act for a specified reason.

Existing law, the Planning and Zoning Law, requires a city or county to adopt a general plan for land use development within its boundaries that includes, among other things, a housing element. That law requires the planning agency of a city or county to pro vide by April 1 of each year an annual report to, among other entities, the Department of Housing and Community Development. The law requires that the annual report include, among other specified information, the number of net new units of housing, including both rental housing and for-sale housing, that ha ve been issued a completed entitlement, b uilding permit, or certificate of occupanc y, and the income cate gory, by area median income, that each unit of housing satisfies, as specified.

This bill would revise and recast these provisions to specify that the income category includes extremely low income households, as defined.

By requiring cities and counties to include additional information in their annual reports, the bill w ould impose a state-mandated local program.

The California Constitution requires the state to reimb urse local agencies and school districts for certain costs mandated by the state.

Statutory provisions establish procedures for making that reimbursement.

This bill would provide that no reimbursement is required by this act for a specified reason.

Vote: majority. Appropriation: no. Fiscal committee: yes. State-mandated local program: yes.
93 — 4 — SB 7

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AGENDA ITEM NO. 18.

The people of the State of California do enact as follows:
line 1 SECTION 1. Section 65584.01 of the Government Code is line 2 amended to read:
line 3 65584.01. For the fourth and subsequent revision of the housing line 4 element pursuant to Section 65588, the department, in consultation line 5 with each council of go vernments, where applicable, shall line 6 determine the e xisting and projected need for housing for each line 7 region in the following manner:
line 8 (a) The department’ s determination shall be based upon line 9 population projections produced by the Department of Finance line 10 and re gional population forecasts used in preparing re gional line 11 transportation plans, in consultation with each council of line 12 governments. If the total re gional population forecast for the line 13 projection year, developed by the council of governments and used line 14 for the preparation of the regional transportation plan, is within a line 15 range of 1.5 percent of the total re gional population forecast for line 16 the projection year by the Department of Finance, then the line 17 population forecast developed by the council of governments shall line 18 be the basis from which the department determines the e xisting line 19 and projected need for housing in the re gion. If the dif ference line 20 between the total population projected by the council of line 21 governments and the total population projected for the re gion by line 22 the Department of Finance is greater than 1.5 percent, then the line 23 department and the council of governments shall meet to discuss line 24 variances in methodology used for population projections and seek line 25 agreement on a population projection for the region to be used as line 26 a basis for determining the e xisting and projected housing need line 27 for the re gion. If agreement is not reached, then the population line 28 projection for the region shall be the population projection for the line 29 region prepared by the Department of Finance as may be modified line 30 by the department as a result of discussions with the council of line 31 governments.
line 32 (b) (1) At least 26 months prior to the scheduled re vision line 33 pursuant to Section 65588 and prior to developing the existing and line 34 projected housing need for a region, the department shall meet and line 35 consult with the council of governments regarding the assumptions line 36 and methodology to be used by the department to determine the line 37 region’s housing needs. The council of governments shall provide 93 SB 7 — 5 —

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line 1 data assumptions from the council’ s projections, including, if line 2 available, the following data for the region:
line 3 (A)  Anticipated household gro wth associated with projected line 4 population increases.
line 5 (B)  Household size data and trends in household size. line 6 (C)  The percentage of households that are overcrowded and the line 7 overcrowding rate for a comparable housing market. For purposes line 8 of this subparagraph:
line 9 (i)  The term “overcrowded” means more than one resident per line 10 room in each room in a dwelling.
line 11 (ii)  The term “o vercrowded rate for a comparable housing line 12 market” means that the o vercrowding rate is no more than the line 13 average overcrowding rate in comparable regions throughout the line 14 nation, as determined by the council of governments. line 15 (D)  The rate of household formation, or headship rates, based line 16 on age, gender , ethnicity , or other established demographic line 17 measures.
line 18 (E)  The vacancy rates in existing housing stock, and the vacancy line 19 rates for healthy housing market functioning and regional mobility, line 20 as well as housing replacement needs. F or purposes of this line 21 subparagraph, the vacancy rate for a healthy rental housing market line 22 shall be considered no less than 5 percent.
line 23 (F)  Other characteristics of the composition of the projected line 24 population.
line 25 (G)  The relationship between jobs and housing, including an y line 26 imbalance between jobs and housing.
line 27 (H)  The percentage of households that are cost b urdened and line 28 the rate of housing cost burden for a healthy housing market. For line 29 the purposes of this subparagraph:
line 30 (i)  The term “cost burdened” means the share of very low, low-, line 31 moderate-, and above moderate-income households that are paying line 32 more than 30 percent of household income on housing costs. line 33 (ii)  The term “rate of housing cost burden for a healthy housing line 34 market” means that the rate of households that are cost b urdened line 35 is no more than the a verage rate of households that are cost line 36 burdened in comparable re gions throughout the nation, as line 37 determined by the council of governments.
line 38 (I)  The loss of units during a state of emer gency that w as line 39 declared by the Go vernor pursuant to the California Emer gency line 40 Services Act (Chapter 7 (commencing with Section 8550) of 93 — 6 — SB 7

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line 1 Division 1 of Title 2), during the planning period immediately line 2 preceding the rele vant re vision pursuant to Section 65588 that line 3 have yet to be rebuilt or replaced at the time of the data request. line 4 (2)  The department may accept or reject the information line 5 provided by the council of go vernments or modify its o wn line 6 assumptions or methodology based on this information. After line 7 consultation with the council of governments, the department shall line 8 make determinations in writing on the assumptions for each of the line 9 factors listed in subparagraphs (A) to (I), inclusi ve, of paragraph line 10 (1) and the methodology it shall use and shall pro vide these line 11 determinations to the council of go vernments. The methodology line 12 submitted by the department may make adjustments based on the line 13 region’s total projected households, which includes e xisting line 14 households as well as projected households.
line 15 (c)  (1)  After consultation with the council of governments, the line 16 department shall mak e a determination of the re gion’s existing line 17 and projected housing need based upon the assumptions and line 18 methodology determined pursuant to subdivision (b). The region’s line 19 existing and projected housing need shall reflect the achievement line 20 of a feasible balance between jobs and housing within the region line 21 using the re gional emplo yment projections in the applicable line 22 regional transportation plan. Within 30 days follo wing notice of line 23 the determination from the department, the council of governments line 24 may file an objection to the department’ s determination of the line 25 region’s existing and projected housing need with the department. line 26 (2)  The objection shall be based on and substantiate either of line 27 the following:
line 28 (A)  The department f ailed to base its determination on the line 29 population projection for the re gion established pursuant to line 30 subdivision (a), and shall identify the population projection which line 31 the council of governments believes should instead be used for the line 32 determination and explain the basis for its rationale. line 33 (B)  The regional housing need determined by the department line 34 is not a reasonable application of the methodology and assumptions line 35 determined pursuant to subdivision (b). The objection shall include line 36 a proposed alternative determination of its regional housing need line 37 based upon the determinations made in subdivision (b), including line 38 analysis of wh y the proposed alternati ve w ould be a more line 39 reasonable application of the methodology and assumptions line 40 determined pursuant to subdivision (b).
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line 1 (3)  If a council of go vernments files an objection pursuant to line 2 this subdi vision and includes with the objection a proposed line 3 alternative determination of its regional housing need, it shall also line 4 include documentation of its basis for the alternative determination. line 5 Within 45 days of recei ving an objection filed pursuant to this line 6 section, the department shall consider the objection and mak e a line 7 final written determination of the region’s existing and projected line 8 housing need that includes an explanation of the information upon line 9 which the determination was made.
line 10 (4)  In regions in which the department is required to distribute line 11 the regional housing need pur suant to Section 65584.06, no city line 12 or county may file an objection to the r egional housing need line 13 determination.
line 14 (d)  Statutory changes enacted after the date the department line 15 issued a final determination pursuant to this section shall not be a line 16 basis for a revision of the final determination. line 17 SEC. 2. Section 65584.02 of the Government Code is repealed. line 18 65584.02. (a)  For the fourth and subsequent re visions of the line 19 housing element pursuant to Section 65588, the e xisting and line 20 projected need for housing may be determined for each region by line 21 the department as follows, as an alternative to the process pursuant line 22 to Section 65584.01:
line 23 (1)  In a re gion in which at least one subre gion has accepted line 24 delegated authority pursuant to Section 65584.03, the re gion’s line 25 housing need shall be determined at least 26 months prior to the line 26 housing element update deadline pursuant to Section 65588. In a line 27 region in which no subregion has accepted delegation pursuant to line 28 Section 65584.03, the region’s housing need shall be determined line 29 at least 24 months prior to the housing element deadline. line 30 (2)  At least six months prior to the department’s determination line 31 of regional housing need pursuant to paragraph (1), a council of line 32 governments may request the use of population and household line 33 forecast assumptions used in the regional transportation plan. This line 34 request shall include all of the following:
line 35 (A)  Proposed data and assumptions for f actors contributing to line 36 housing need beyond household growth identified in the forecast. line 37 These factors shall include allo wance for vacant or replacement line 38 units, and may include other adjustment factors. line 39 (B)  A proposed planning period that is not longer than the period line 40 of time covered by the regional transportation improvement plan 93 — 8 — SB 7

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line 1 or plans of the region pursuant to Section 14527, but a period not line 2 less than five years, and not longer than six years. line 3 (C)  A comparison between the population and household line 4 assumptions used for the Re gional Transportation Plan with line 5 population and household estimates and projections of the line 6 Department of Finance.
line 7 (b)  The department shall consult with the council of line 8 governments regarding requests submitted pursuant to paragraph line 9 (2) of subdivision (a). The department may seek advice and consult line 10 with the Demographic Research Unit of the Department of Finance, line 11 the State Department of Transportation, a representati ve of a line 12 contiguous council of governments, and any other party as deemed line 13 necessary. The department may request that the council of line 14 governments revise data, assumptions, or methodology to be used line 15 for the determination of regional housing need, or may reject the line 16 request submitted pursuant to paragraph (2) of subdi vision (a). line 17 Subsequent to consultation with the council of go vernments, the line 18 department will respond in writing to requests submitted pursuant line 19 to paragraph (1) of subdivision (a).
line 20 (c)  If the council of go vernments does not submit a request line 21 pursuant to subdivision (a), or if the department rejects the request line 22 of the council of go vernments, the determination for the re gion line 23 shall be made pursuant to Sections 65584 and 65584.01. line 24 SEC. 3. Section 65584.04 of the Government Code, as added line 25 by Section 3 of Chapter 948 of the Statutes of 2022, is amended line 26 to read:
line 27 65584.04. (a)  At least two years before a scheduled re vision line 28 required by Section 65588, each council of go vernments, or line 29 delegate subregion as applicable, shall de velop, in consultation line 30 with the department, a proposed methodology for distributing the line 31 existing and projected re gional housing need to cities, counties, line 32 and cities and counties within the region or within the subregion, line 33 where applicable pursuant to this section. The methodology shall line 34 further the objectives listed in subdivision (d) of Section 65584. line 35 (b)  (1)  No more than six months before the de velopment of a line 36 proposed methodology for distributing the existing and projected line 37 housing need, each council of go vernments shall survey each of line 38 its member jurisdictions to request, at a minimum, information line 39 regarding the factors listed in subdi vision (e) that will allo w the 93 SB 7 — 9 —

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line 1 development of a methodology based upon the factors established line 2 in subdivision (e).
line 3 (2)  With respect to the objective in paragraph (5) of subdivision line 4 (d) of Section 65584, the surv ey shall re view and compile line 5 information that will allo w the de velopment of a methodology line 6 based upon the issues, strategies, and actions that are included, as line 7 available, in an Analysis of Impediments to Fair Housing Choice line 8 or an Assessment of Fair Housing completed by any city or county line 9 or the department that covers communities within the area served line 10 by the council of governments, and in housing elements adopted line 11 pursuant to this article by cities and counties within the area served line 12 by the council of governments.
line 13 (3)  The council of go vernments shall seek to obtain the line 14 information in a manner and format that is comparable throughout line 15 the region and utilize readily available data to the extent possible. line 16 (4)  The information provided by a local go vernment pursuant line 17 to this section shall be used, to the extent possible, by the council line 18 of governments, or dele gate subregion as applicable, as source line 19 information for the methodology developed pursuant to this section. line 20 The survey shall state that none of the information recei ved may line 21 be used as a basis for reducing the total housing need established line 22 for the region pursuant to Section 65584.01.
line 23 (5)  If the council of go vernments f ails to conduct a surv ey line 24 pursuant to this subdivision, a city, county, or city and county may line 25 submit information related to the items listed in subdi vision (e) line 26 before the public comment period provided for in subdivision (d). line 27 (c)  The council of go vernments shall electronically report the line 28 results of the survey of fair housing issues, strategies, and actions line 29 compiled pursuant to paragraph (2) of subdivision (b). The report line 30 shall describe common themes and effective strategies employed line 31 by cities and counties within the area serv ed by the council of line 32 governments, including common themes and ef fective strategies line 33 around avoiding the displacement of lo wer income households. line 34 The council of governments shall also identify significant barriers line 35 to affirmatively furthering f air housing at the re gional level and line 36 may recommend strategies or actions to overcome those barriers. line 37 A council of governments or metropolitan planning organization, line 38 as appropriate, may use this information for an y other purpose, line 39 including publication within a regional transportation plan adopted line 40 pursuant to Section 65080 or to inform the land use assumptions 93 — 10 — SB 7

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line 1 that are applied in the de velopment of a re gional transportation line 2 plan.
line 3 (d)  Public participation and access shall be required in the line 4 development of the methodology and in the process of drafting line 5 and adoption of the allocation of the re gional housing needs. line 6 Participation by or ganizations other than local jurisdictions and line 7 councils of go vernments shall be solicited in a diligent ef fort to line 8 achieve public participation of all economic se gments of the line 9 community as well as members of protected classes under Section line 10 12955. 12955 and households with special housing needs under line 11 paragraph (7) of subdivision (a) of Section 65583. The proposed line 12 methodology, along with an y rele vant underlying data and line 13 assumptions, an e xplanation of ho w information about local line 14 government conditions g athered pursuant to subdi vision (b) has line 15 been used to develop the proposed methodology, how each of the line 16 factors listed in subdi vision (e) is incorporated into the line 17 methodology, and ho w the proposed methodology furthers the line 18 objectives listed in subdi vision (d) of Section 65584, shall be line 19 distributed to all cities, counties, any subregions, and members of line 20 the public who have made a written or electronic request for the line 21 proposed methodology and published on the council of line 22 governments’, or dele gate subre gion’s, internet website. The line 23 council of governments, or delegate subregion, as applicable, shall line 24 conduct at least one public hearing to recei ve oral and written line 25 comments on the proposed methodology.
line 26 (e)  To the e xtent that sufficient data is a vailable from local line 27 governments pursuant to subdi vision (b) or other sources, each line 28 council of governments, or delegate subregion as applicable, shall line 29 consider including the follo wing f actors in de veloping the line 30 methodology that allocates regional housing needs:
line 31 (1)  Each member jurisdiction’s existing and projected jobs and line 32 housing relationship. This shall include an estimate based on line 33 readily available data on the number of low-wage jobs within the line 34 jurisdiction and ho w many housing units within the jurisdiction line 35 are affordable to low-wage workers as well as an estimate based line 36 on readily a vailable data, of projected job gro wth and projected line 37 household growth by income level within each member jurisdiction line 38 during the planning period.
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line 1 (2)  The opportunities and constraints to de velopment of line 2 additional housing in each member jurisdiction, including all of line 3 the following:
line 4 (A)  Lack of capacity for sewer or water service due to federal line 5 or state la ws, re gulations or re gulatory actions, or supply and line 6 distribution decisions made by a se wer or water service provider line 7 other than the local jurisdiction that preclude the jurisdiction from line 8 providing necessary infrastructure for additional de velopment line 9 during the planning period.
line 10 (B)  The availability of land suitable for urban de velopment or line 11 for conversion to residential use, the availability of underutilized line 12 land, and opportunities for infill de velopment and increased line 13 residential densities. The council of go vernments may not limit line 14 its consideration of suitable housing sites or land suitable for urban line 15 development to existing zoning ordinances and land use restrictions line 16 of a locality , b ut shall consider the potential for increased line 17 residential development under alternative zoning ordinances and line 18 land use restrictions. The determination of available land suitable line 19 for urban de velopment may e xclude lands where the Federal line 20 Emergency Management Agency (FEMA) or the Department of line 21 Water Resources has determined that the flood management line 22 infrastructure designed to protect that land is not adequate to avoid line 23 the risk of flooding.
line 24 (C)  Lands preserved or protected from urban development under line 25 existing federal or state programs, or both, designed to protect line 26 open space, farmland, environmental habitats, and natural resources line 27 on a long-term basis, including land zoned or designated for line 28 agricultural protection or preserv ation that is subject to a local line 29 ballot measure that was approved by the voters of that jurisdiction line 30 that prohibits or restricts conversion to nonagricultural uses. line 31 (D)  County policies to preserv e prime agricultural land, as line 32 defined pursuant to Section 56064, within an unincorporated area line 33 and land within an unincorporated area zoned or designated for line 34 agricultural protection or preserv ation that is subject to a local line 35 ballot measure that was approved by the voters of that jurisdiction line 36 that prohibits or restricts its conversion to nonagricultural uses. line 37 (E)  Emergency e vacuation route capacity , wildfire risk, sea line 38 level rise, and other impacts caused by climate change. line 39 (3)  The distribution of household growth assumed for purposes line 40 of a comparable period of re gional transportation plans and 93 — 12 — SB 7

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line 1 opportunities to maximize the use of public transportation and line 2 existing transportation infrastructure.
line 3 (4)  Agreements between a county and cities in a county to direct line 4 growth toward incorporated areas of the county and land within line 5 an unincorporated area zoned or designated for agricultural line 6 protection or preservation that is subject to a local ballot measure line 7 that was approved by the voters of the jurisdiction that prohibits line 8 or restricts conversion to nonagricultural uses. line 9 (5)  The loss of units contained in assisted housing developments, line 10 as defined in paragraph (9) of subdi vision (a) of Section 65583, line 11 that changed to non-low-income use through mortgage prepayment, line 12 subsidy contract expirations, or termination of use restrictions. line 13 (6)  The percentage of existing households at each of the income line 14 levels listed in subdi vision (f) of Section 65584 that are paying line 15 more than 30 percent and more than 50 percent of their income in line 16 rent.
line 17 (7)  The rate of overcrowding.
line 18 (8)  The housing needs of farmworkers.
line 19 (9)  The housing needs generated by the presence of a pri vate line 20 university or a campus of the California State Uni versity or the line 21 University of California within any member jurisdiction. line 22 (10)  The housing needs of individuals and families experiencing line 23 homelessness. If a council of go vernments has surveyed each of line 24 its member jurisdictions pursuant to subdivision (b) on or before line 25 January 1, 2020, this paragraph shall apply only to the development line 26 of methodologies for the seventh and subsequent revisions of the line 27 housing element.
line 28 (11)  The loss of units during a state of emer gency that w as line 29 declared by the Go vernor pursuant to the California Emer gency line 30 Services Act (Chapter 7 (commencing with Section 8550) of line 31 Division 1 of Title 2), during the planning period immediately line 32 preceding the rele vant re vision pursuant to Section 65588 that line 33 have yet to be rebuilt or replaced at the time of the analysis. line 34 (12)  The region’s greenhouse g as emissions tar gets provided line 35 by the State Air Resources Board pursuant to Section 65080. line 36 (13)  Any other factors adopted by the council of governments, line 37 that further the objecti ves listed in subdi vision (d) of Section line 38 65584, provided that the council of governments specifies which line 39 of the objectives each additional factor is necessary to further. The line 40 council of governments may include additional f actors unrelated 93 SB 7 — 13 —

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line 1 to furthering the objecti ves listed in subdi vision (d) of Section line 2 65584 so long as the additional f actors do not undermine the line 3 objectives listed in subdivision (d) of Section 65584 and are applied line 4 equally across all household income le vels as described in line 5 subdivision (f) of Section 65584 and the council of go vernments line 6 makes a finding that the factor is necessary to address significant line 7 health and safety conditions.
line 8 (f)  The council of go vernments, or dele gate subre gion, as line 9 applicable, shall e xplain in writing ho w each of the f actors line 10 described in subdivision (e) was incorporated into the methodology line 11 and ho w the methodology furthers the objecti ves listed in line 12 subdivision (d) of Section 65584. The methodology may include line 13 numerical weighting. This information, and any other supporting line 14 materials used in determining the methodology , shall be posted line 15 on the council of governments’, or delegate subregion’s, internet line 16 website.
line 17 (g)  The follo wing criteria shall not be a justification for a line 18 determination or a reduction in a jurisdiction’s share of the regional line 19 housing need:
line 20 (1)  Any ordinance, policy, voter-approved measure, or standard line 21 of a city or county that directly or indirectly limits the number of line 22 residential building permits issued by a city or county. line 23 (2)  Prior underproduction of housing in a city or county from line 24 the previous regional housing need allocation, as determined by line 25 each jurisdiction’s annual production report submitted pursuant line 26 to subparagraph (H) of paragraph (2) of subdivision (a) of Section line 27 65400.
line 28 (3)  Stable population numbers in a city or county from the line 29 previous regional housing needs cycle.
line 30 (h)  Following the conclusion of the public comment period line 31 described in subdi vision (d) on the proposed allocation line 32 methodology, and after making any revisions deemed appropriate line 33 by the council of governments, or delegate subregion, as applicable, line 34 as a result of comments received during the public comment period, line 35 and as a result of consultation with the department, each council line 36 of governments, or delegate subregion, as applicable, shall publish line 37 a draft allocation methodology on its internet website and submit line 38 the draft allocation methodology , along with the information line 39 required pursuant to subdivision (e), to the department. 93 — 14 — SB 7

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line 1 (i)  Within 60 days, the department shall re view the draft line 2 allocation methodology and report its written findings to the line 3 council of governments, or delegate subregion, as applicable. In line 4 its written findings the department shall determine whether the line 5 methodology furthers the objecti ves listed in subdi vision (d) of line 6 Section 65584. If the department determines that the methodology line 7 is not consistent with subdivision (d) of Section 65584, the council line 8 of governments, or dele gate subregion, as applicable, shall tak e line 9 one of the following actions:
line 10 (1)  Revise the methodology to further the objecti ves listed in line 11 subdivision (d) of Section 65584 and adopt a final re gional, or line 12 subregional, housing need allocation methodology. line 13 (2)  Adopt the regional, or subregional, housing need allocation line 14 methodology without revisions and include within its resolution line 15 of adoption findings, supported by substantial evidence, as to why line 16 the council of go vernments, or delegate subregion, believes that line 17 the methodology furthers the objecti ves listed in subdi vision (d) line 18 of Section 65584 despite the findings of the department. line 19 (j)  If the department’s findings are not available within the time line 20 limits set by subdivision (i), the council of governments, or delegate line 21 subregion, may act without them.
line 22 (k)  Upon either action pursuant to subdi vision (i), the council line 23 of governments, or delegate subregion, shall provide notice of the line 24 adoption of the methodology to the jurisdictions within the region, line 25 or delegate subregion, as applicable, and to the department, and line 26 shall publish the adopted allocation methodology , along with its line 27 resolution and any adopted written findings, on its internet website. line 28 (l)  The department may, within 90 45 days, review the adopted line 29 methodology and report its findings to the council of governments, line 30 or delegate subregion.
line 31 (m)  (1)  It is the intent of the Legislature that housing planning line 32 be coordinated and integrated with the regional transportation plan. line 33 To achieve this goal, the allocation plan shall allocate housing line 34 units within the re gion consistent with the de velopment pattern line 35 included in the sustainable communities strategy. line 36 (2)  The final allocation plan shall ensure that the total regional line 37 housing need, by income cate gory, as determined under Section line 38 65584, is maintained, and that each jurisdiction in the re gion line 39 receive an allocation of units for lo w- and v ery lo w income line 40 households.
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line 1 (3)  The resolution approving the final housing need allocation line 2 plan shall demonstrate that the plan is consistent with the line 3 sustainable communities strate gy in the re gional transportation line 4 plan and furthers the objectives listed in subdivision (d) of Section line 5 65584.
line 6 (n)  This section shall become operative on January 1, 2025. line 7 SEC. 4. Section 65584.05 of the Government Code is amended line 8 to read:
line 9 65584.05. (a)  At least one and one-half years before the line 10 scheduled revision required by Section 65588, each council of line 11 governments and delegate subregion, as applicable, shall distribute line 12 a draft allocation of re gional housing needs to each local line 13 government in the region or subregion, where applicable, and the line 14 department, based on the methodology adopted pursuant to Section line 15 65584.04 and shall publish the draft allocation on its internet line 16 website. The council of go vernments may additionally distribute line 17 the draft allocation plan upon adoption of the final methodolo gy line 18 reviewed and adopted by the department pur suant to paragraph line 19 (2) of subdivision (i) of Section 65584.04. The draft allocation shall line 20 include the underlying data and methodology on which the line 21 allocation is based, and a statement as to ho w it furthers the line 22 objectives listed in subdivision (d) of Section 65584. It is the intent line 23 of the Le gislature that the draft allocation should be distrib uted line 24 before the completion of the update of the applicable re gional line 25 transportation plan. The draft allocation shall distribute to localities line 26 and subregions, if any, within the region the entire regional housing line 27 need determined pursuant to Section 65584.01 or within line 28 subregions, as applicable, the subre gion’s entire share of the line 29 regional housing need determined pursuant to Section 65584.03. line 30 (b)  Within 45 days follo wing receipt of the draft allocation, a line 31 local government within the region or the delegate subregion, as line 32 applicable, or the department may appeal to the council of line 33 governments or the delegate subregion for a revision of the share line 34 of the re gional housing need proposed to be allocated to one or line 35 more local governments. Appeals shall be based upon comparable line 36 data available for all affected jurisdictions and accepted planning line 37 methodology, and supported by adequate documentation, and shall line 38 include a statement as to why the revision is necessary to further line 39 the intent of the objecti ves listed in subdi vision (d) of Section line 40 65584. An appeal pursuant to this subdivision shall be consistent 93 — 16 — SB 7

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line 1 with, and not to the detriment of, the de velopment pattern in an line 2 applicable sustainable communities strate gy developed pursuant line 3 to paragraph (2) of subdivision (b) of Section 65080. Appeals shall line 4 be limited to any of the following circumstances:
line 5 (1)  The council of go vernments or dele gate subre gion, as line 6 applicable, failed to adequately consider the information submitted line 7 pursuant to subdivision (b) of Section 65584.04. line 8 (2)  The council of go vernments or dele gate subre gion, as line 9 applicable, failed to determine the share of the re gional housing line 10 need in accordance with the information described in, and the line 11 methodology established pursuant to, Section 65584.04, and in a line 12 manner that furthers, and does not undermine, the intent of the line 13 objectives listed in subdivision (d) of Section 65584. line 14 (3)  A significant and unforeseen change in circumstances has line 15 occurred in the local jurisdiction or jurisdictions that merits a line 16 revision of the information submitted pursuant to subdivision (b) line 17 of Section 65584.04. Appeals on this basis shall only be made by line 18 the jurisdiction or jurisdictions where the change in circumstances line 19 has occurred.
line 20 (c)  At the close of the period for filing appeals pursuant to line 21 subdivision (b), the council of governments or delegate subregion, line 22 as applicable, shall notify all other local go vernments within the line 23 region or delegate subregion and the department of all appeals and line 24 shall mak e all materials submitted in support of each appeal line 25 available on a publicly a vailable internet website. Local line 26 governments and the department may , within 45 days, comment line 27 on one or more appeals. If no appeals are filed, the draft allocation line 28 shall be issued as the proposed final allocation plan pursuant to line 29 paragraph (2) of subdi vision (e). may be adopted pur suant to line 30 subdivision (g).
line 31 (d)  No later than 30 days after the close of the comment period, line 32 and after pro viding all local go vernments within the re gion or line 33 delegate subregion, as applicable, at least 21 days prior notice, the line 34 council of governments or delegate subregion shall conduct one line 35 public hearing to consider all appeals filed pursuant to subdivision line 36 (b) and all comments received pursuant to subdivision (c). line 37 (e)  No later than 45 days after the public hearing pursuant to line 38 subdivision (d), the council of governments or delegate subregion, line 39 as applicable, shall do both of the following:
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line 1 (1)  Make a final determination that either accepts, rejects, or line 2 modifies each appeal for a re vised share filed pursuant to line 3 subdivision (b). Final determinations shall be based upon the line 4 information and methodology described in Section 65584.04 and line 5 whether the revision is necessary to further the objecti ves listed line 6 in subdivision (d) of Section 65584. The final determination shall line 7 be in writing and shall include written findings as to ho w the line 8 determination is consistent with this article. The final determination line 9 on an appeal may require the council of governments or delegate line 10 subregion, as applicable, to adjust the share of the regional housing line 11 need allocated to one or more local go vernments that are not the line 12 subject of an appeal.
line 13 (2)  Issue a proposed final allocation plan.
line 14 (f)  In the proposed final allocation plan, the council of line 15 governments or dele gate subre gion, as applicable, shall adjust line 16 allocations to local go vernments based upon the results of the line 17 appeals process. If the adjustments total 7 percent or less of the line 18 regional housing need determined pursuant to Section 65584.01, line 19 or, as applicable, total 7 percent or less of the subre gion’s share line 20 of the re gional housing need as determined pursuant to Section line 21 65584.03, then the council of governments or delegate subregion, line 22 as applicable, shall distribute the adjustments proportionally to all line 23 local governments. If the adjustments total more than 7 percent of line 24 the re gional housing need, then the council of go vernments or line 25 delegate subregion, as applicable, shall develop a methodology to line 26 distribute the amount greater than the 7 percent to local line 27 governments. The total distribution of housing need shall not equal line 28 less than the re gional housing need, as determined pursuant to line 29 Section 65584.01, nor shall the subregional distribution of housing line 30 need equal less than its share of the re gional housing need as line 31 determined pursuant to Section 65584.03.
line 32 (g)  Within 45 days after the issuance of the proposed final line 33 allocation plan by the council of go vernments and each delegate line 34 subregion, as applicable, the council of governments shall hold a line 35 public hearing to adopt a final allocation plan. To the extent that line 36 the final allocation plan fully allocates the re gional share of line 37 statewide housing need, as determined pursuant to Section line 38 65584.01 and has tak en into account all appeals, the council of line 39 governments shall have final authority to determine the distribution line 40 of the region’s existing and projected housing need as determined 93 — 18 — SB 7

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line 1 pursuant to Section 65584.01. The council of go vernments shall line 2 submit its final allocation plan to the department within three days line 3 of adoption. Within 30 days after the department’ s receipt of the line 4 final allocation plan adopted by the council of go vernments, the line 5 department shall determine if the final allocation plan is consistent line 6 with the e xisting and projected housing need for the re gion, as line 7 determined pursuant to Section 65584.01. The department may line 8 revise the determination of the council of governments if necessary line 9 to obtain this consistency.
line 10 (h)  Any authority of the council of governments to review and line 11 revise the share of a city or county of the re gional housing need line 12 under this section shall not constitute authority to revise, approve, line 13 or disapprove the manner in which the share of the city or county line 14 of the regional housing need is implemented through its housing line 15 program.
line 16 (i)  Any time period in subdi vision (d) or (e) may be e xtended line 17 by a council of governments or delegate subregion, as applicable, line 18 for up to 30 days.
line 19 (j)  The San Diego Association of Governments may follow the line 20 process in this section for the draft and final allocation plan for line 21 the sixth re vision of the housing element notwithstanding such line 22 actions being carried out before the adoption of an updated regional line 23 transportation plan and sustainable communities strategy. line 24 SEC. 5. Section 65584.06 of the Government Code, as added line 25 by Section 5 of Chapter 948 of the Statutes of 2022, is amended line 26 to read:
line 27 65584.06. (a)  For cities and counties without a council of line 28 governments, the department shall determine and distrib ute the line 29 existing and projected housing need, in accordance with Section line 30 65584 65584, Section 65584.01, as applicable , and this section. line 31 If the department determines that a county or counties, supported line 32 by a resolution adopted by the board or boards of supervisors, and line 33 a majority of cities within the county or counties representing a line 34 majority of the population of the county or counties, possess the line 35 capability and resources and has agreed to accept the responsibility, line 36 with respect to its jurisdiction, for the distribution of the regional line 37 housing need, the department shall delegate this responsibility to line 38 the cities and county or counties.
line 39 (b)  The distribution of regional housing need shall, based upon line 40 available data and in consultation with the cities and counties, take 93 SB 7 — 19 —

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line 1 into consideration market demand for housing, the distribution of line 2 household gro wth within the county assumed in the re gional line 3 transportation plan where applicable, emplo yment opportunities line 4 and commuting patterns, the availability of suitable sites and public line 5 facilities, the needs of indi viduals and f amilies e xperiencing line 6 homelessness, agreements between a county and cities in a county line 7 to direct growth toward incorporated areas of the county, or other line 8 considerations as may be requested by the af fected cities or line 9 counties and agreed to by the department, including, but not limited line 10 to, emergency evacuation route capacity, wildfire risk, sea le vel line 11 rise, and other impacts caused by climate change. As part of the line 12 allocation of the re gional housing need, the department shall line 13 provide each city and county with data describing the assumptions line 14 and methodology used in calculating its share of the re gional line 15 housing need. Consideration of suitable housing sites or land line 16 suitable for urban de velopment is not limited to e xisting zoning line 17 ordinances and land use restrictions of a locality, but shall include line 18 consideration of the potential for increased residential development line 19 under alternative zoning ordinances and land use restrictions. The line 20 determination of a vailable land suitable for urban de velopment line 21 may exclude lands where the Federal Emer gency Management line 22 Agency (FEMA) or the Department of Water Resources has line 23 determined that the flood management infrastructure designed to line 24 protect that land is not adequate to avoid the risk of flooding. line 25 (c)  Within 90 days follo wing the department’ s determination line 26 of a draft distribution of the regional housing need to the cities and line 27 the county, a city or county may propose to revise the determination line 28 of its share of the regional housing need in accordance with criteria line 29 set forth in the draft distribution. The proposed revised share shall line 30 be based upon comparable data a vailable for all af fected line 31 jurisdictions, and accepted planning methodology , and shall be line 32 supported by adequate documentation.
line 33 (d)  (1)  Within 60 days after the end of the 90-day time period line 34 for the revision by the cities or county, the department shall accept line 35 the proposed revision, modify its earlier determination, or indicate line 36 why the proposed revision is inconsistent with the regional housing line 37 need.
line 38 (2)  If the department does not accept the proposed re vision, line 39 then, within 30 days, the city or county may request a public line 40 hearing to review the determination.
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line 1 (3)  The city or county shall be notified within 30 days by line 2 certified mail, return receipt requested, of at least one public line 3 hearing regarding the determination.
line 4 (4)  The date of the hearing shall be at least 10 but not more than line 5 15 days from the date of the notification.
line 6 (5)  Before making its final determination, the department shall line 7 consider all comments received and shall include a written response line 8 to each request for revision received from a city or county. line 9 (e)  If the department accepts the proposed revision or modifies line 10 its earlier determination, the city or county shall use that share. If line 11 the department grants a revised allocation pursuant to subdivision line 12 (d), the department shall ensure that the total re gional housing line 13 need is maintained. The department’s final determination shall be line 14 in writing and shall include information explaining how its action line 15 is consistent with this section. If the department indicates that the line 16 proposed revision is inconsistent with the regional housing need, line 17 the city or county shall use the share that was originally determined line 18 by the department. The department, within its final determination, line 19 may adjust the allocation of a city or county that was not the subject line 20 of a request for revision of the draft distribution. line 21 (f)  The department shall issue a final re gional housing need line 22 allocation for all cities and counties within 45 days of the line 23 completion of the local review period.
line 24 (g)  Statutory changes enacted after the date the department line 25 issued a final determination pursuant to this section shall not be a line 26 basis for a revision of the final determination. line 27 (h)  This section shall become operative on January 1, 2025. line 28 SEC. 6. Section 65588 of the Government Code is amended to line 29 read:
line 30 65588. (a)  Each local go vernment shall re view its housing line 31 element as frequently as appropriate to e valuate all of the line 32 following:
line 33 (1)  The appropriateness of the housing goals, objecti ves, and line 34 policies in contributing to the attainment of the state housing goal. line 35 (2)  The effectiveness of the housing element in attainment of line 36 the community’s housing goals and objectives.
line 37 (3)  The progress of the city , county , or city and county in line 38 implementation of the housing element.
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line 1 (4)  The effectiveness of the housing element goals, policies, line 2 and related actions to meet the community’ s needs, pursuant to line 3 paragraph (7) of subdivision (a) of Section 65583. line 4 (b)  The housing element shall be revised as appropriate, but no line 5 less often than required by subdivision (e), to reflect the results of line 6 this periodic review. Nothing in this section shall be construed to line 7 excuse the obligations of the local government to adopt a revised line 8 housing element in accordance with the schedule specified in this line 9 section.
line 10 (c)  The review and re vision of housing elements required by line 11 this section shall take into account any low- or moderate-income line 12 housing provided or required pursuant to Section 65590. line 13 (d)  The review pursuant to subdi vision (c) shall include, b ut line 14 need not be limited to, the following:
line 15 (1)  The number of new housing units approved for construction line 16 within the coastal zone after January 1, 1982.
line 17 (2)  The number of housing units for persons and f amilies of line 18 low or moderate income, as defined in Section 50093 of the Health line 19 and Safety Code, required to be pro vided in ne w housing line 20 developments either within the coastal zone or within three miles line 21 of the coastal zone pursuant to Section 65590.
line 22 (3)  The number of existing residential dwelling units occupied line 23 by persons and families of low or moderate income, as defined in line 24 Section 50093 of the Health and Safety Code, that ha ve been line 25 authorized to be demolished or con verted since January 1, 1982, line 26 in the coastal zone.
line 27 (4)  The number of residential dwelling units for persons and line 28 families of low or moderate income, as defined in Section 50093 line 29 of the Health and Safety Code, that ha ve been required for line 30 replacement or authorized to be con verted or demolished as line 31 identified in paragraph (3). The location of the replacement units, line 32 either onsite, else where within the locality’ s jurisdiction within line 33 the coastal zone, or within three miles of the coastal zone within line 34 the locality’s jurisdiction, shall be designated in the review. line 35 (e)  Each city, county, and city and county shall revise its housing line 36 element according to the following schedule:
line 37 (1)  (A)  Local governments within the regional jurisdiction of line 38 the Southern California Association of Go vernments: June 30, line 39 2006, for the fourth revision.
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line 1 (B)  Local governments within the re gional jurisdiction of the line 2 Association of Bay Area Go vernments: June 30, 2007, for the line 3 fourth revision.
line 4 (C)  Local governments within the re gional jurisdiction of the line 5 Council of Fresno County Governments, the Kern County Council line 6 of Go vernments, and the Sacramento Area Council of line 7 Governments: June 30, 2002, for the third re vision, and June 30, line 8 2008, for the fourth revision.
line 9 (D)  Local governments within the re gional jurisdiction of the line 10 Association of Monterey Bay Area Governments: December 31, line 11 2002, for the third re vision, and June 30, 2009, for the fourth line 12 revision.
line 13 (E)  Local governments within the re gional jurisdiction of the line 14 San Diego Association of Go vernments: June 30, 2005, for the line 15 fourth revision.
line 16 (F)  All other local go vernments: December 31, 2003, for the line 17 third revision, and June 30, 2009, for the fourth revision. line 18 (2)  (A)  All local governments within a metropolitan planning line 19 organization in a re gion classified as nonattainment for one or line 20 more pollutants regulated by the federal Clean Air Act (42 U.S.C. line 21 Sec. 7506), except those within the regional jurisdiction of the San line 22 Diego Association of Governments, shall adopt the fifth revision line 23 of the housing element no later than 18 months after adoption of line 24 the first regional transportation plan to be adopted after September line 25 30, 2010.
line 26 (B)  (i)  All local go vernments within the re gional jurisdiction line 27 of the San Diego Association of Governments shall adopt the fifth line 28 revision of the housing element no later than 18 months after line 29 adoption of the first re gional transportation plan update to be line 30 adopted after September 30, 2010.
line 31 (ii)  Before or concurrent with the adoption of the fifth revision line 32 of the housing element, each local government within the regional line 33 jurisdiction of the San Die go Association of Go vernments shall line 34 identify adequate sites in its inventory pursuant to Section 65583.2 line 35 or rezone adequate sites to accommodate a prorated portion of its line 36 share of the re gional housing need for the projection period line 37 representing the period from July 1, 2010, to the deadline for line 38 housing element adoption described in clause (i). line 39 (I)  For the fifth re vision, a local go vernment within the line 40 jurisdiction of the San Diego Association of Governments that has 93 SB 7 — 23 —

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line 1 not adopted a housing element for the fourth revision by January line 2 1, 2009, shall revise its housing element not less than e very four line 3 years, beginning on the date described in clause (i), in accordance line 4 with paragraph (4), unless the local government does both of the line 5 following:
line 6 (ia)  Adopts a housing element for the fourth re vision no later line 7 than March 31, 2010, that is in substantial compliance with this line 8 article.
line 9 (ib)  Completes any rezoning contained in the housing element line 10 program for the fourth revision by June 30, 2010. line 11 (II)  A local government within the jurisdiction of the San Diego line 12 Association of Governments shall adopt the sixth re vision of the line 13 housing element on or before April 30, 2021, using the final line 14 housing allocation adopted by the San Die go Association of line 15 Governments on or before November 1, 2019, although such action line 16 will not be carried out concurrently with adoption of an updated line 17 regional transportation plan and sustainable communities strategy. line 18 (III)  All local go vernments within the jurisdiction of the San line 19 Diego Association of Governments shall adopt the seventh revision line 20 of the housing element no later than 18 months after the San Diego line 21 Association of Governments adopts its first regional transportation line 22 plan update in 2029.
line 23 (IV)  For the eighth and subsequent revisions, a local government line 24 within the jurisdiction of the San Die go Association of line 25 Governments shall be subject to the dates described in clause (i), line 26 in accordance with paragraph (4).
line 27 (C)  All local governments within the regional jurisdiction of a line 28 metropolitan planning or ganization or a re gional transportation line 29 planning agenc y that has made an election pursuant to line 30 subparagraph (L) of paragraph (2) of subdi vision (b) of Section line 31 65080 by June 1, 2009, shall adopt the fifth revision of the housing line 32 element no later than 18 months after adoption of the first regional line 33 transportation plan update following the election. line 34 (D)  All other local go vernments shall adopt the fifth re vision line 35 of the housing element fiv e years after the date specified in line 36 paragraph (1).
line 37 (3)  Subsequent revisions of the housing element shall be due line 38 as follows:
line 39 (A)  For local governments described in subparagraphs (A), (B), line 40 and (C) of paragraph (2), 18 months after adoption of every second 93 — 24 — SB 7

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line 1 regional transportation plan update, provided that the deadline for line 2 adoption is no more than eight years later than the deadline for line 3 adoption of the pre vious eight-year housing element, or as line 4 otherwise provided in law.
line 5 (B) For all other local governments, at five-year intervals after line 6 the date specified in subparagraph (D) of paragraph (2). line 7 (C) If a metropolitan planning or ganization or a re gional line 8 transportation planning agenc y subject to the fiv e-year revision line 9 interval in subparagraph (B) mak es an election pursuant to line 10 subparagraph (M) of paragraph (2) of subdi vision (b) of Section line 11 65080 after June 1, 2009, all local governments within the regional line 12 jurisdiction of that entity shall adopt the ne xt housing element line 13 revision no later than 18 months after adoption of the first regional line 14 transportation plan update follo wing the election. Subsequent line 15 revisions shall be due 18 months after adoption of e very second line 16 regional transportation plan update, provided that the deadline for line 17 adoption is no more than eight years later than the deadline for line 18 adoption of the previous eight-year housing element. line 19 (4) (A) A local go vernment that does not adopt a housing line 20 element within 120 days of the applicable deadline described in line 21 subparagraph (A), (B), or (C) of paragraph (2) or subparagraph line 22 (A) or (C) of paragraph (3) shall re vise its housing element not line 23 less than every four years until the due date for the sixth revision. line 24 The adoption of a sixth re vision housing element that the line 25 department finds to be in substantial compliance with this article line 26 pursuant to Section 65585 shall be deemed to satisfy any obligation line 27 to adopt a four -year housing element, and a four -year housing line 28 element revision shall not be subsequently required. line 29 (B) The deadline for adoption of every four-year revision shall line 30 be the same as the deadline for adoption for other local line 31 governments within the region.
line 32 (C) (i) For the adoption of the sixth re vision and each line 33 subsequent re vision, a local go vernment that does not adopt a line 34 housing element that the department has found to be in substantial line 35 compliance with this article within 120 days of the applicable line 36 deadline described in subparagraph (A) or (C) of paragraph (3) line 37 shall comply with subparagraph (A) of paragraph (1) of subdivision line 38 (c) of Section 65583 and subdivision (c) of Section 65583.2 within line 39 one year of the statutory deadline to revise the housing element. 93 SB 7 — 25 —

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line 1 (ii)  If a jurisdiction subject to this subparagraph fails to complete line 2 the required rezoning within the time period required, the line 3 jurisdiction’s adopted housing element shall be subject to line 4 subdivision (i) of Section 65585.
line 5 (iii)  A jurisdiction that adopts a housing element more than one line 6 year after the statutory deadline described in subparagraph (A) or line 7 (C) of paragraph (3) shall not be found in substantial compliance line 8 with this article until it has completed the rezoning required by line 9 subparagraph (A) of paragraph (1) of subdi vision (c) of Section line 10 65583 and subdivision (c) of Section 65583.2.
line 11 (5)  The metropolitan planning or ganization or a re gional line 12 transportation planning agency for a region that has an eight-year line 13 revision interv al pursuant to paragraph (3) shall notify the line 14 department and the Department of Transportation in writing of the line 15 estimated adoption date for its ne xt regional transportation plan line 16 update at least 12 months before the estimated adoption date. The line 17 Department of Transportation shall maintain and publish on its line 18 internet website a current schedule of the estimated re gional line 19 transportation plan adoption dates. The department shall maintain line 20 and publish on its internet website a current schedule of the line 21 estimated and actual housing element due dates. Each council of line 22 governments shall publish on its internet website the estimated line 23 and actual housing element due dates, as published by the line 24 department, for the jurisdictions within its re gion and shall send line 25 notice of these dates to interested parties. F or purposes of line 26 determining the existing and projected need for housing within a line 27 region pursuant to Sections 65584 to 65584.07, inclusive, the date line 28 of the ne xt scheduled re vision of the housing element shall be line 29 deemed to be the estimated adoption date of the re gional line 30 transportation plan update described in the notice provided to the line 31 Department of Transportation plus 18 months. months, provided line 32 that date is no mor e than eight year s later than the deadline for line 33 adoption of the previous eight-year housing element. line 34 (6)  The ne w projection period shall be gin on the date of line 35 December 31 or June 30 that most closely precedes the end of the line 36 previous projection period.
line 37 (f)  For purposes of this article, the follo wing terms ha ve the line 38 following meanings:
line 39 (1)  “Planning period” shall be the time period between the due line 40 date for one housing element and the due date for the next housing 93 — 26 — SB 7

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line 1 element for each re vision according to the applicable schedule line 2 described in paragraphs (2) and (3) of subdivision (e). line 3 (2)  “Projection period” shall be the time period for which the line 4 regional housing need is calculated.
line 5 (g)  For purposes of this section, “re gional transportation plan line 6 update” shall mean a regional transportation plan adopted to satisfy line 7 the requirements of subdivision (d) of Section 65080. line 8 SEC. 7. The Legislature finds and declar es that r evising the line 9 housing needs assessment to combat the state’ s housing crisis is line 10 a matter is a matter of state wide concern and is not a municipal line 11 affair as that term is used in Section 5 of Article XI of the line 12 California Constitution. Therefore, Sections 1, 3, 4, 5, and 6 of line 13 this act amending Sections 65584.01, 65584.04, 65584.05, line 14 65584.06, and 65588 of the Go vernment Code shall apply to all line 15 cities, including charter cities.
line 16 SEC. 8. No reimbursement is required by this act pursuant to line 17 Section 6 of Article XIII B of the California Constitution because line 18 a local agency or school district has the authority to levy service line 19 charges, fees, or assessments sufficient to pay for the program or line 20 level of service mandated by this act, within the meaning of Section line 21 17556 of the Government Code.
line 22 SECTION 1. Section 65400 of the Government Code is line 23 amended to read:
line 24 65400. (a)  After the le gislative body has adopted all or part line 25 of a general plan, the planning agenc y shall do both of the line 26 following:
line 27 (1)  Investigate and mak e recommendations to the le gislative line 28 body regarding reasonable and practical means for implementing line 29 the general plan or element of the general plan so that it will serve line 30 as an ef fective guide for orderly gro wth and de velopment, line 31 preservation and conserv ation of open-space land and natural line 32 resources, and the efficient expenditure of public funds relating to line 33 the subjects addressed in the general plan.
line 34 (2)  Provide by April 1 of each year an annual report to the line 35 legislative body, the Office of Planning and Research, and the line 36 Department of Housing and Community Development that includes line 37 all of the following:
line 38 (A)  The status of the plan and progress in its implementation. line 39 (B)  (i)  The progress in meeting its share of re gional housing line 40 needs determined pursuant to Section 65584, including the need 93 SB 7 — 27 —

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line 1 for extremely low income households, as determined pursuant to line 2 paragraph (1) of subdivision (a) of Section 65583, and local efforts line 3 to remo ve go vernmental constraints to the maintenance, line 4 improvement, and development of housing pursuant to paragraph line 5 (3) of subdivision (c) of Section 65583.
line 6 (ii)  The housing element portion of the annual report, as required line 7 by this paragraph, shall be prepared through the use of standards, line 8 forms, and definitions adopted by the Department of Housing and line 9 Community De velopment. The department may re view, adopt, line 10 amend, and repeal the standards, forms, or definitions to implement line 11 this article. Any standards, forms, or definitions adopted to line 12 implement this article shall not be subject to Chapter 3.5 line 13 (commencing with Section 11340) of Part 1 of Division 3 of Title line 14 2. Before and after adoption of the forms, the housing element line 15 portion of the annual report shall include a section that describes line 16 the actions taken by the local government towards completion of line 17 the programs and status of the local government’s compliance with line 18 the deadlines in its housing element. The report shall be considered line 19 at an annual public meeting before the le gislative body where line 20 members of the public shall be allowed to provide oral testimony line 21 and written comments.
line 22 (iii)  The report may include the number of units that have been line 23 completed pursuant to subdi vision (c) of Section 65583.1. F or line 24 purposes of this paragraph, committed assistance may be executed line 25 throughout the planning period, and the program under paragraph line 26 (1) of subdi vision (c) of Section 65583.1 shall not be required. line 27 The report shall document ho w the units meet the standards set line 28 forth in that subdivision.
line 29 (iv)  The planning agency shall include the number of units in line 30 a student housing development for lower income students for which line 31 the developer of the student housing de velopment was granted a line 32 density bonus pursuant to subparagraph (F) of paragraph (1) of line 33 subdivision (b) of Section 65915.
line 34 (C)  The number of housing development applications received line 35 in the prior year , including whether each housing de velopment line 36 application is subject to a ministerial or discretionary appro val line 37 process.
line 38 (D)  The number of units included in all de velopment line 39 applications in the prior year.
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line 1 (E)  The number of units approved and disapproved in the prior line 2 year.
line 3 (F)  The degree to which its appro ved general plan complies line 4 with the guidelines de veloped and adopted pursuant to Section line 5 65040.2 and the date of the last revision to the general plan. line 6 (G)  A listing of sites rezoned to accommodate that portion of line 7 the city’s or county’s share of the regional housing need for each line 8 income level that could not be accommodated on sites identified line 9 in the in ventory required by paragraph (1) of subdi vision (c) of line 10 Section 65583 and Section 65584.09. The listing of sites shall also line 11 include any additional sites that may ha ve been required to be line 12 identified by Section 65863.
line 13 (H)  (i)  The number of units of housing demolished and ne w line 14 units of housing that have been issued a completed entitlement, a line 15 building permit, or a certificate of occupanc y, thus f ar in the line 16 housing element cycle. The number of units of housing demolished line 17 and new units of housing shall include rental housing, for -sale line 18 housing, and any units that the County of Napa or the City of Napa line 19 may report pursuant to an agreement entered into pursuant to line 20 Section 65584.08. That production report shall do all the following:
line 21 (I)  For each unit of housing include the income cate gory, by line 22 area median income category, that each unit of housing satisfies, line 23 including extremely low income households as defined by Section line 24 50106 of the Health and Safety Code.
line 25 (II)  For each income category described in this subparagraph, line 26 distinguish between the number of rental housing units and the line 27 number of for-sale units that satisfy each income category. line 28 (III)  For each entitlement, b uilding permit, or certificate of line 29 occupancy, include a unique site identifier that must include the line 30 assessor’s parcel number, but may also include street address, or line 31 other identifiers.
line 32 (ii)  For the County of Napa and the City of Napa, the production line 33 report may report units identified in the agreement entered into line 34 pursuant to Section 65584.08.
line 35 (I)  The number of applications submitted pursuant to subdivision line 36 (a) of Section 65913.4, the location and the total number of line 37 developments appro ved pursuant to subdi vision (c) of Section line 38 65913.4, the total number of b uilding permits issued pursuant to line 39 subdivision (c) of Section 65913.4, the total number of units line 40 including both rental housing and for-sale housing by area median 93 SB 7 — 29 —

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line 1 income cate gory constructed using the process pro vided for in line 2 subdivision (c) of Section 65913.4.
line 3 (J)  If the city or county has recei ved funding pursuant to the line 4 Local Government Planning Support Grants Program (Chapter 3.1 line 5 (commencing with Section 50515) of Part 2 of Division 31 of the line 6 Health and Safety Code), the information required pursuant to line 7 subdivision (a) of Section 50515.04 of the Health and Safety Code. line 8 (K)  The progress of the city or county in adopting or amending line 9 its general plan or local open-space element in compliance with line 10 its obligations to consult with California Native American tribes, line 11 and to identify and protect, preserv e, and mitig ate impacts to line 12 places, features, and objects described in Sections 5097.9 and line 13 5097.993 of the Public Resources Code, pursuant to Chapter 905 line 14 of the Statutes of 2004.
line 15 (L)  The following information with respect to density bonuses line 16 granted in accordance with Section 65915:
line 17 (i)  The number of density bonus applications recei ved by the line 18 city or county.
line 19 (ii)  The number of density bonus applications approved by the line 20 city or county.
line 21 (iii)  Data from all projects approved to receive a density bonus line 22 from the city or county, including, but not limited to, the percentage line 23 of density bonus recei ved, the percentage of af fordable units in line 24 the project, the number of other incentives or concessions granted line 25 to the project, and an y waiver or reduction of parking standards line 26 for the project.
line 27 (M)  The following information with respect to each application line 28 submitted pursuant to Chapter 4.1 (commencing with Section line 29 65912.100):
line 30 (i)  The location of the project.
line 31 (ii)  The status of the project, including whether it has been line 32 entitled, whether a building permit has been issued, and whether line 33 or not it has been completed.
line 34 (iii)  The number of units in the project.
line 35 (iv)  The number of units in the project that are rental housing. line 36 (v)  The number of units in the project that are for-sale housing. line 37 (vi)  The household income category of the units, as determined line 38 pursuant to subdivision (f) of Section 65584.
line 39 (b)  (1)  (A)  The department may request corrections to the line 40 housing element portion of an annual report submitted pursuant 93 — 30 — SB 7

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line 1 to paragraph (2) of subdi vision (a) within 90 days of receipt. A line 2 planning agency shall mak e the requested corrections within 30 line 3 days after which the department may reject the report if the report line 4 is not in substantial compliance with the requirements of that line 5 paragraph.
line 6 (B) If the department rejects the housing element portion of an line 7 annual report as authorized by subparagraph (A), the department line 8 shall provide the reasons the report is inconsistent with paragraph line 9 (2) of subdivision (a) to the planning agency in writing. line 10 (2) If a court finds, upon a motion to that ef fect, that a city , line 11 county, or city and county failed to submit, within 60 days of the line 12 deadline established in this section, the housing element portion line 13 of the report required pursuant to subparagraph (B) of paragraph line 14 (2) of subdi vision (a) that substantially complies with the line 15 requirements of this section, the court shall issue an order or line 16 judgment compelling compliance with this section within 60 days. line 17 If the city , county, or city and county f ails to comply with the line 18 court’s order within 60 days, the plaintiff or petitioner may move line 19 for sanctions, and the court may , upon that motion, grant line 20 appropriate sanctions. The court shall retain jurisdiction to ensure line 21 that its order or judgment is carried out. If the court determines line 22 that its order or judgment is not carried out within 60 days, the line 23 court may issue further orders as pro vided by law to ensure that line 24 the purposes and policies of this section are fulfilled. This line 25 subdivision applies to proceedings initiated on or after the first line 26 day of October following the adoption of forms and definitions by line 27 the Department of Housing and Community Development pursuant line 28 to paragraph (2) of subdivision (a), but no sooner than six months line 29 following that adoption.
line 30 (c) The Department of Housing and Community Development line 31 shall post a report submitted pursuant to this section on its internet line 32 website within a reasonable time of receiving the report. line 33 SEC. 2. No reimbursement is required by this act pursuant to line 34 Section 6 of Article XIIIB of the California Constitution because line 35 a local agency or school district has the authority to le vy service line 36 charges, fees, or assessments sufficient to pay for the program or line 37 level of service mandated by this act, within the meaning of Section line 38 17556 of the Government Code.

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Date of Hearing: June 26, 2024

ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
Juan Carrillo, Chair
SB 7 (Blakespear) – As Amended June 10, 2024
SENATE VOTE: Not Relevant.

SUBJECT: Regional housing need: determination.

SUMMARY: Makes a number of technical changes to the regional housing needs determination (RHND) process conducted by the Department of Housing and Community Development (HCD) and the regional housing needs allocation (RHNA) process conducted by HCD or Councils of Governments (COGs). Specifically, this bill:
1) Prohibits a city or county from filing an objection to the RHND in regions in which HCD is required to act as the COG and distribute the RHND.
2) Repeals provisions that allow HCD to use an alternative process to determine the existing and projected need for housing for a region.
3) Requires a COG or delegate subregion to solicit participation by household with special housing needs, as defined, in the development of the proposed methodology for distributing the RHNA.
4) Allows HCD to review a COG or delegate subregion’s adopted methodology for distributing the RHNA and report its findings to the COG or delegate subregion within 45 days of adoption, rather than 90 days in existing law.
5) Allows a COG to distribute a draft RHNA allocation plan to each local government in the region or subregion and to HCD, and to publish the draft allocation on its website, upon adoption of the final methodology reviewed and adopted by HCD. 6) Requires HCD, in regions without a COG where HCD must distribute the RHND, to act in accordance with the process for determining the existing and projected need for housing for regions with a COG.
7) Requires, for purposes of the RHND, the date of the next scheduled revision of the housing element to be deemed to be the estimated adoption date of the regional transportation plan (RTP) update described in the notice provided to the Department of Transportation plus 18 months, provided that the date is no more than eight years later than the deadline for adoption of the previous eight-year housing element.
8) Finds and declares that revising the housing needs assessment to combat the state’s housing crisis is a matter of statewide concern; therefore the bill applies to all cities, including charter cities.
9) Provides that no reimbursement is required by this bill because a local agency or school district has the authority to levy service charges, fees, or assessments sufficient to pay for the program or level of service mandated by this bill.

Attachment 2
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EXISTING LAW:
1) Provides that each community’s fair share of housing be determined through the RHND/RHNA process. Sets out the process as follows: (a) Department of Finance (DOF) and HCD develop regional housing needs estimates; (b) COGs allocate housing within each region based on these determinations, and where a COG does not exist, HCD conducts the allocations; and (c) cities and counties incorporate these allocations into their housing elements. [Government (GOV) § 65584 and 65584.01)
2) Requires HCD, in consultation with each COG, to determine the RHND for each region using population projections produced by DOF and regional population forecasts used in preparing RTP updates, in consultation with each COG. (GOV § 65584.01(a)) 3) Requires HCD, at least 26 months prior to the housing element adoption deadline for the region and prior to developing the existing and projected housing need for a region, to meet and consult with the COG regarding the assumptions and methodology to be used by HCD to determine the RHND. Requires the COG to provide data assumptions from their projections, including, if available, the following data for the region:
a) Anticipated household growth associated with projected population increases; b) Household size data and trends in household size;
c) The percentage of households that are overcrowded, as defined, and the overcrowding rate for a comparable housing market, as defined;
d) The rate of household formation, or headship rates, based on age, gender, ethnicity, or other established demographic measures;
e) The vacancy rates in existing housing stock, and the vacancy rates for healthy housing market functioning and regional mobility, as well as housing replacement needs, as specified;
f) Other characteristics of the composition of the projected population; g) The relationship between jobs and housing, including any imbalance between jobs and housing;
h) The percentage of households that are cost burdened and the rate of housing cost burden for a healthy housing market, as defined; and
i) The loss of units during a declared state of emergency during the planning period immediately preceding the relevant housing element cycle that have yet to be rebuilt or replaced at the time of the data request. [GOV § 65584.01(b)(1)] 4) Requires HCD, after consultation with the COG, to make a determination of the region’s existing and projected housing need based upon the assumptions and methodology determined in 3). Requires the RHND to reflect the achievement of a feasible balance between jobs and housing within the region using the regional employment projections in the applicable regional transportation plan. [GOV § 65584.01(c)(1)] 314
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5) Requires HCD to determine the RHND for each region at least two years prior to the scheduled revision of the housing element, and requires the appropriate COG, or HCD for cities and counties without a COG, to adopt a final RHNA that allocates a share of the regional housing need to each city, county, or city and county at least one year prior to the scheduled revision for the region. [GOV § 65584(b)]
6) Allows HCD to determine the RHND by subregion as an alternative to 2) through 5). (GOV § 65584.02)
7) Requires each COG or delegate subregion, at least two years before a scheduled revision of the housing element, to develop, in consultation with HCD, a proposed methodology for distributing the RHNA to cities, counties, and cities and counties within the region or subregion. [GOV § 65584.04(a)]
8) Requires each COG or delegate subregion, at least one and one-half years before a scheduled revision of the housing element, to distribute a draft RHNA allocation plan to each local government in the region or subregion, and HCD, based on the methodology in 6) above, and publish the draft allocation on its website. [GOV § 65584.05(a)] 9) Requires each city and county to adopt a housing element, which must contain specified information, programs, and objectives, including:
a) An assessment of housing needs and an inventory of resources and constraints relevant to the meeting of these needs, including a quantification of the locality’s existing and projected housing needs for all income levels; an inventory of land suitable and available for residential development; an analysis of potential and actual governmental and nongovernmental constraints upon the maintenance, improvement, or development of housing for all income levels; and a demonstration of local efforts to remove constraints that hinder the locality from meeting its share of the regional housing need, among other things;
b) A statement of the community’s goals, quantified objectives, and policies relative to affirmatively furthering fair housing and to the maintenance, preservation, improvement, and development of housing; and
c) A program that sets forth a schedule of actions during the planning period, and timelines for implementation, that the local government is undertaking to implement the policies and achieve the goals and objectives of the housing element, including actions that will be taken to make sites available during the planning period with appropriate zoning and development standards and with services and facilities to accommodate that portion of the local government’s share of RHNA for each income level that could not be accommodated on sites identified in the sites inventory without rezoning, among other things. [GOV § 65583(a)-(c)]
FISCAL EFFECT: This bill is keyed fiscal and contains a state mandated local program.

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COMMENTS:
1) Bill Summary. Existing law requires HCD, in consultation with the COG, to determine the existing and projected need of housing for each region as specified in Planning and Zoning Law. Not all regions of the state have COGs, in these cases, HCD provides the RHND. This bill prohibits a city or county from filing an objection to the RHND when HCD acts as a COG and provides the RHND. This bill strikes the provision in existing law that allows RHNDs to be determined for sub-regions.

SB 7 expands solicitation requirements to include specified households with special housing needs. The bill would also reduce the time allotted for the department to report its findings regarding the adopted allocation methodology from 90 days to 45 days. Additionally, the bill authorizes a council of government to distribute the draft allocation plan upon adoption of the final methodology reviewed and adopted by the department under certain circumstances.

This bill is sponsored by the Inner City Law Center.
2) Author’s Statement. According to the author, “SB 7 will make minor improvements to the Regional Housing Needs Allocation (RHNA) development process. These improvements were recommended to the Legislature by the written findings of the Department of Housing and Community Development regarding its RHNA evaluation, as can be found in its March 2024 report, California’s Housing Future 2040: The Next RHNA. California is suffering from a housing shortage that has been decades in the making. Between 2010 and 2023, homelessness increased approximately 47 percent. 40 percent of Californians pay more than 30 percent of their income to their monthly housing costs. This state of affairs is the direct result of the state’s failure to maintain an overall rate of housing production proportional to the growth of its economy and population.
“The state and Councils of Governments, with input from cities, counties, and the general public, have the responsibility to periodically determine how many housing units local governments should plan for and permit to meet projected housing needs. This is known as the RHNA process. Local governments have the sole authority and responsibility to plan for and permit, at minimum, the housing units they are assigned by RHNA. SB 7 will create changes to RHNA statute that will increase participation of people with special housing needs in the RHNA methodology development process, make RHNA statute consistent with how it is applied, and simplify steps in the process required by statute. This will strengthen the development process of future regional allocations.” 3) Adoption and Implementation of Housing Elements. One important tool in addressing the state’s housing crisis is to ensure that all of the state’s 539 cities and counties appropriately plan for new housing. Such planning is required through the housing element of each community’s General Plan, which outlines a long-term plan for meeting the community’s existing and projected housing needs. Cities and counties are required to update their housing elements every eight years in most of the high population parts of the state, and five years in areas with smaller populations. Localities must adopt a legally valid housing element by their statutory deadline for adoption. Failure to do so can result in certain escalating penalties, including exposure to the “builder’s remedy” – meaning the jurisdiction cannot use its zoning or general plan standards to disapprove any housing project that meets certain affordability requirements – as well as public or private lawsuits, financial penalties, potential loss of 316
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permitting authority, or even court receivership.

Among other things, the housing element must demonstrate how the community plans to accommodate its share of its RHNA, which is a figure determined by HCD through a demographic analysis of housing needs, existing housing stock, and population projections in consultation with DOF and the COG. HCD establishes its determination of each COG’s regional housing targets across the state for the next five- or eight-year planning cycle. Each COG (or in some areas, HCD acting directly as COG) then sub-allocates the RHNA to each local government within the COG’s jurisdiction, and in turn each jurisdiction uses its housing element to show how it will accommodate that number of new housing units, split out by income level and with a focus on certain special needs housing types and on affirmatively furthering fair housing.
4) RHND/RHNA Methodology. The RHND/RHNA process is used to determine how many new homes, and the affordability level of those homes, each local government must plan for in its housing element to cover the duration of the next eight-year planning cycle. The RHND is assigned at the COG level, while RHNA is suballocated to subregions of the COG or directly to local governments. RHNA is assigned via four income categories: very low- income (0-50% of AMI), low-income (50-80% of AMI), moderate income (80-120% of AMI), and above moderate income (120% or more of AMI).

The cycle begins with HCD and the Department of Finance (DOF) projecting new RHND numbers every five or eight years, depending on the region. DOF produces population projections and the COG also develops projections during its RTP forecast. Then, 26 months before the housing element due date for the region, HCD must meet and consult with the COG and share the data assumptions and methodology that they will use to produce the RHND. The COG provides HCD with its own regional data on several criteria, including:
a) Anticipated household growth associated with projected population increases; b) Household size data and trends in household size;
c) The percentage of households that are overcrowded, as defined, and the overcrowding rate for a comparable housing market, as defined;
d) The rate of household formation, or headship rates, based on age, gender, ethnicity, or other established demographic measures;
e) The vacancy rates in existing housing stock, and the vacancy rates for healthy housing market functioning and regional mobility, as well as housing replacement needs, as specified;
f) Other characteristics of the composition of the projected population; g) The relationship between jobs and housing, including any imbalance between jobs and housing;
h) The percentage of households that are cost burdened and the rate of housing cost burden for a healthy housing market, as defined; and
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i) The loss of units during a declared state of emergency during the planning period immediately preceding the relevant housing element cycle that have yet to be rebuilt or replaced at the time of the data request.

HCD can take this information and use it to modify its own methodology, if it agrees with the data the COG produced, or can reject it if there are other factors or data that HCD feels is better or more accurate. Then, after a consultation with the COG, HCD makes written determinations on the data it is using for each of the factors bulleted above, and provides that information in writing to the COG. HCD uses that data to produce the final RHND. The COG must then take the RHND and create an allocation methodology that is intended to distribute the housing need equitably amongst all the local governments in its region. The RHNA methodology is statutorily obligated to further all of the following objectives:
a) Increase the housing supply and mix of housing types, tenure, and affordability in all cities and counties within the regional in an equitable manner, which must result in each jurisdiction receiving an allocation of units for low- and very low-income households; b) Promote infill development, socioeconomic equity, the protection of environmental and agricultural resources, and achievement of regional climate change reduction targets; c) Promote an improved intraregional relationship between jobs and housing, including an improved balance between the number of low-wage jobs and the number of housing units affordable to low-wage workers in each jurisdiction;
d) Allocate a lower proportion of housing need to an income category when a jurisdiction already has a disproportionately high share of households in that income category; and e) Affirmatively further fair housing.

In past housing element cycles, RHNA had been criticized as being a political rather than a methodologically sound, data-driven process. In the past, jurisdictions with a higher share of wealthier, whiter residents were more likely to have received lower allocations of moderate and lower income housing, while more diverse cities sometimes received higher allocations of those categories. The Legislature made a number of changes to the RHND, RHNA, and housing element process over the past several years to strengthen the law and restrict the ability of jurisdictions to evade their housing obligations.

This bill makes a number of technical modifications to the RHND/RHNA process, as recently recommended in HCD’s April 2024 report, “California’s Housing Future 2040: The Next Regional Housing Needs Allocation.”
5) Related Legislation. AB 2485 (Juan Carrillo) of the current legislative session would require HCD to take certain actions in determining the existing and projected housing need for each region through the RHND process. AB 2485 is currently pending before the Senate Housing Committee.

AB 2597 (Ward) of the current legislative session would modify future housing element due dates for the Southern California Association of Governments by creating two split phases of adoption due dates and shorten timelines for COGs to review appeals to the RHNA allocation plan. This bill is currently pending before the Senate Housing Committee. 318
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6) Previous Legislation. SB 828 (Wiener), Chapter 974, Statutes of 2018: Made a number of changes to the RHND and RHNA process, including adding more specificity to certain information regarding overcrowding rates, vacancy rates, and adding a requirement to include data on the percentage of cost burdened households in the RHND. 7) Arguments in Support. The California Apartment Association writes in support, “Given California’s housing crisis, it has never been more imperative for local governments to make meaningful progress towards meeting their community’s fair share of housing. SB 7 is a commonsense solution because it requires local governments without a council of governments to accept HCD’s projected housing need without undue delays that an appeals process would bring. This will avoid one way housing production is slowed down – the failure of local governments to adequately account for their share of their regional housing needs. That way developers can then utilize one of the many of the streamlining tools to get California’s housing production back on track.”
8) Arguments in Opposition. An individual wrote in opposition, “The provisions in this bill are actually monumental changes to the RHNA process that will subject cities and other jurisdictions to enhanced unsupported discretionary, arbitrary, and gratuitous allocations of housing units based on special interest lobbying with the only outcomes being opportunistic profiteering by developers and the meaningless destruction of neighborhoods, their open spaces and commercial infrastructure. Moreover, this bill strips these jurisdictions of their ability to appeal defectively determined allocations (Legislative Counsel's Digest ¶2).” 9) Double-Referral. This bill was double-referred to the Assembly Housing and Community Development Committee, where it passed on a 7-1 vote on June 19, 2024.

REGISTERED SUPPORT / OPPOSITION:

Support
Inner City Law Center (Sponsor)
California Apartment Association
Valley Industry and Commerce Association (VICA)
Opposition
1 Individual
Analysis Prepared by: Linda Rios / L. GOV. / (916) 319-3958 319
AGENDA ITEM NO. 18.
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org April 14, 2023
T
he Honorable Anna Caballero
Chair, Senate Governance and Finance Committee
State Capitol, Room 407
Sacramento, CA 95814
RE
: SB 7 (Blakespear) The Homeless Housing Obligation Act Notice of Concerns (As Amended 04/19/23)
D
ear Senator Caballero,
T
he League of California Cities (Cal Cities) writes to express concerns regarding SB 7 (Blakespear), which would create a new and uncertain housing obligation for cities and counties.

S
pecifically, SB 7 would require local governments to plan for and provide housing for homeless individuals within its jurisdiction based on point-in-time (PIT) counts. This obligation is duplicative of existing housing element law, which already requires cities to assess the need for emergency shelter based on the most recent PIT count and assist in developing adequate housing to meet the needs of extremely low-income households.

Housing element law also currently requires cities to identify sites and encourage the development of a variety of housing, including supportive housing and transitional housing. Rather than duplicate existing planning efforts, the Legislature should focus on providing funding directly to cities to realize these plans and spur much needed development.

A r
ecent statewide survey by Cal Cities underscores why ongoing funding is essential to helping cities serve those experiencing homelessness. According to the survey results, 84% of cities have implemented programs to address homelessness. Nearly 90% of cities have fiscal concerns over providing existing homelessness services long term. Further, 1 in 4 cities reported that they have reduced funding from other non-related city programs to fund homelessness programs and services.

D
espite this evidence that cities are working diligently to address homelessness, the number of individuals entering homelessness is outpacing efforts by local governments to support individuals transitioning out of homelessness.

Cal
Cities appreciates the author’s recognition that funding is needed to support cities in addressing the state’s homelessness crisis. However, SB 7 lacks critical details about the funding source and the administration of the proposed Housing Obligation Fund.

Cal Cities urges the author to clearly identify an ongoing source of funding and determine how these dollars will be allocated. Given the potential of billions of dollars in Attachment 3
320
AGENDA ITEM NO. 18.
costs to local governments to implement SB 7, cities that do not receive state funding can not be expected to fulfill this new obligation.

F
or these reasons, Cal Cities has concerns regarding SB 7 (Blakespear) and looks forward to working with the author to bolster local government efforts to support our most vulnerable residents and ensure California’s economic strength. If you have any questions, do not hesitate to contact me at [email protected].

S
incerely,
C
aroline Cirrincione
Legislative Affairs, Lobbyist
c
c: The Honorable Catherine Blakespear
Members, Senate Governance and Finance Committee
Jonathan Peterson, Consultant, Senate Governance and Finance Committee Ryan Eisberg, Policy Consultant, Senate Republican Caucus 321
AGENDA ITEM NO. 18.

Attachment 4

August 6, 2024

The Honorable Catherine Blakespear
California State Senate
State Capitol, Room 7340
Sacramento, CA 95814
Dear Senator Blakespear,
Subject: Opposition to Senate Bill 7 – The Homeless Housing Obligation Act The City of Clovis respectfully submits this letter to express our opposition to Senate Bill 7, also known as the Homeless Housing Obligation Act. While we acknowledge and share the concern over California’s homelessness crisis, we believe that SB 7 poses significant challenges and potential negative impacts on our community that need to be addressed.

1. Unfunded Mandates and Financial Burden
SB 7 imposes substantial new responsibilities on cities and counties to provide housing for all homeless individuals within their jurisdictions without offering adequate state funding to support these mandates. The proposed Homeless Housing Obligation Fund, while a step in the right direction, may not sufficiently cover the extensive costs associated with developing, maintaining, and operating new housing facilities. This places an undue financial burden on local governments, which may already be struggling with budget constraints.

2. One-Size-Fits-All Approach
California’s cities and counties are diverse, each with unique challenges and capacities. A one- size-fits-all mandate does not take into consideration the varying local conditions, resources, and existing efforts to address homelessness. Clovis has been actively working on local solutions that best fit our community’s needs. SB 7 could disrupt these localized strategies by imposing rigid state requirements that may not be feasible or effective in our context.

3. Local Control and Flexibility
We believe that local governments are in the best position to understand and address the specific needs of their homeless populations. SB 7’s prescriptive approach undermines local control and 322
AGENDA ITEM NO. 18.

City Hall Administration • 1033 Fifth Street, Clovis, CA 93612 • 559.324.2010 • TTY-711 www.cityofclovis.com
flexibility, which are crucial for developing innovative and tailored solutions. The City of Clovis urges the Legislature to consider alternative approaches that empower and support local governments rather than imposing top-down mandates.

4. Regional Coordination and Collaboration
While we appreciate the bill’s emphasis on regional planning and coordination, SB 7 does not adequately address the complexities of regional collaboration. Effective regional planning requires substantial coordination, cooperation, and resource-sharing among various jurisdictions, which can be challenging to achieve under the bill’s current framework.

5. Potential Unintended Consequences
Imposing strict housing obligations without adequate planning and support could lead to unintended consequences, such as increased displacement or concentration of homeless populations in certain areas. It is crucial to ensure that any legislative measures are thoughtfully designed to avoid exacerbating existing issues and creating new challenges.

In conclusion, while the City of Clovis is committed to addressing homelessness and providing support to our unhoused residents, we believe that SB 7, as currently drafted, presents significant challenges and potential negative impacts on our community. We respectfully urge you and your colleagues to reconsider the approach outlined in SB 7 and work towards solutions that are collaborative, adequately funded, and respectful of local control and diversity.

Thank you for considering our concerns. We look forward to working with you and other stakeholders to find effective and sustainable solutions to California’s homelessness crisis.

Sincerely,

Lynne Ashbeck
Mayor, City of Clovis

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AGENDA ITEM NO. 18.

Clovis City CouncilAugust 5, 2024

Clovis City Council
August 5, 2024