Agenda packet — Clovis City Council, April 14, 2025

April 14, 2025 - 1 - 5:07 PM A G E N D A • C I T Y C O U N C I L M E E T I N G
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April 14, 2025 6:00 PM Council Chamber

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

The Clovis City Council meetings are open to the public at the physical address listed above. There are numerous ways to participate in the City Council meetings: you are able to attend in person; you may submit written comments as described below; and you may view the meeting which is webcast and accessed at www.cityofclovis.com/agendas.

Written Comments

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

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

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

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

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

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

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

Council Chamber, 1033 Fifth Street, Clovis, CA 93612 (559) 324-2060 www.cityofclovis.com
1 April 14, 2025 - 2 - 5:07 PM CAMPAIGN CONTRIBUTION PROHIBITIONS AND MANDATORY DISCLOSURE – Pursuant to Government Code section 84308, a Councilmember shall not accept, solicit, or direct a campaign contribution of more than $500 from any party or their agent, or from any participant or their agent, while a proceeding involving a license, permit, contract, or other entitlement for use is pending before the City or for 12 months after a final decision is rendered in that proceeding. Any Councilmember who has received a campaign contribution of more than $500 within the preceding 12 months from a pa rty or their agent, or from a participant or their agent, must disclose that fact on the record of the proceeding and shall not make, participate in making, or in any way attempt to use their official position to influence the decision.

Pursuant to Government Code section 84308, subdivision (e), any party to a covered proceeding before the City Council is required to disclose on the record of the proceeding any campaign contribution, including aggregated contributions, of more than $500 made within the pre ceding 12 months by the party or their agent to any Councilmember. The disclosure shall be made as required by Government Code Section 84308, subdivision (e)(1) and California Code of Regulations, Title 2, section 18438.8. No party or their agent, and no p articipant or their agent, shall make a campaign contribution of more than $500 to any Councilmember during the covered proceeding or for 12 months after a final decision is made in that proceeding. The foregoing statements do not constitute legal advice, and parties and participants are urged to consult with their own legal counsel regarding the applicable requirements of the law.

CALL TO ORDER

FLAG SALUTE - Councilmember Bessinger

ROLL CALL

PUBLIC COMMENTS - This is an opportunity for the members of t he public to address the City Council on any matter within the City Council’s jurisdiction that is not listed on the Agenda. In order for everyone to be heard, please limit your comments to 3 minutes or less, or 10 minutes per topic. Anyone wishing to be placed on the Agenda for a specific topic should contact the City Manager’s office and submit correspondence at least 10 days before the desired date of appearance.

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

1. Administration - Approval - Minutes from the April 7, 2025, Council Meeting.

2. Administration - Adopt - Ord. 25-05, Amending Section 10.3.03 of Chapter 10.3 of Title 10 of the Clovis Municipal Code Relating to the City Prohibited Acts in City Parks Regarding Dogs in Posted off-leash Areas. (Vote: 5-0)

3. Administration - Adopt - Ord. 25-06, Adding Section 3.3.703 to Article 7 of Chapter 3.3 of Title 3 of the Clovis Municipal Code pertaining to the Creation of a Measure Y Oversight Committee. (Vote: 5-0)
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4. Administration – Approval – Award the Request for Proposals and approve the purchase of thirty-two (32) Mobile Data Computers to Ingram Technologies, LLC, for $181,578.50.

5. Finance – Receive and File – Investment Report for the Month of September 2024.

6. Finance – Receive and File – Treasurer’s Report for the Month of September 2024.

7. Finance – Receive and File – Investment Report for the Month of October 2024.

8. Finance – Receive and File – Treasurer’s Report for the Month of October 2024.

9. General Services – Approval – Res. 25 -___, Authorizing the Execution of the Certificates and Assurances and Authorized Agent Forms for the Low Carbon Transit Operations Program (LCTOP) and Submittal of One (1) Project fo r Fiscal Year 2024- 2025.

10. General Services – Approval – Res. 25-___, Approving and Setting Forth Allocation Requirements of Fresno Council of Governments for the Transit and Intercity Rail Capital Program (TIRCP) and Zero Emission Transit Capital Program (ZETCP).

11. General Services – Approval – Res. 25-___, Adopting the FY 2025 -26 Consolidated Transportation Service Agency (CTSA) Operations an d Program Budget (OPB) for Round Up Transit Services.

12. General Services – Approval - Claim Rejection of the General Liability Claim on behalf of Frank Hines.

13. Planning and Development Services – Approval – Final Acceptance for CIP 24-13 New Bu Stops B1, for a final contract cost of $222,652.08.

ADMINISTRATIVE ITEMS - Administrative Items are matters on the regular City Council Agenda other than Public Hearings.

14. Consider – Update on Creation of a Historic Preservation Board and Historic District and Provide Direction.

Staff: McKencie Perez, Deputy City Planner
Recommendation: Consider Update and Provide Direction

CITY MANAGER COMMENTS

COUNCIL COMMENTS

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

15. Government Code Section 54956.8

CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Property: 3778 East Behymer, Clovis, CA 93619
Agency Negotiators: City Manager, City Attorney, Ryan Burnett Negotiating Parties: Behymer/Minnewawa, LLC
Under Negotiation: Price and Terms

16. Government Code Section 54957.6

CONFERENCE WITH LABOR NEGOTIATORS
Agency designated representatives: Andy Haussler, Amy Hance, Scott Cross Employee organization: All bargaining units
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RECONVENE INTO OPEN SESSION AND REPORT FROM CLOSED SESSION

ADJOURNMENT

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

April 21, 2025
May 5, 2025
May 12, 2025
May 19, 2025

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CLOVIS CITY COUNCIL MEETING

April 7, 2025 6:00 P.M. Council Chamber

Meeting called to order by Mayor Mouanoutoua at 6:00
Flag Salute led by Councilmember Basgall

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

PUBLIC COMMENTS – 6:01

Rosie Watkins, resident , addressed ongoing issues with a slimy gutter that has r emained unresolved since 2021.

Steven Trevino, resident, addressed the lack of public outreach regarding districting compared to a recent, well-produced garbage brochure.

CONSENT CALENDAR – 6:12

Upon call, there was no public comment.

Motion by Councilme mber Ashbeck, seconded by Councilmember Bessinger, that the items on the Consent Calendar be approved, except item 3. Motion carried by unanimous vote.

1. Administration - Approval - Minutes from the March 17, 2025, Council Meeting.

2. Administration – Approval - Appointment to Fresno Madera Continuum of Care for a term ending March 31, 2027.

4. Finance - Approval - Res. 25 -27, A Resolution of Intention (ROI) to Annex Territory (Annexation #75) (MFRDR 2023-1 – Northeast Corner Alluvial/Sunnyside, SPR 2021-001 – Northeast Corner Shaw/DeWolf), to the Community Faciliti es District (CFD) 2004-1 and to Authorize the Levy of Special Taxes Therein and Setting the Public Hearing for May 12, 2025.

5. Planning and Development Services – Approval – Rejecting the lowest monetary bid for CIP 21-17 Barstow Avenue Rehabilitation as non-responsive and award the contract to Agee Construction as the lowest monetary and responsive bid in the amount of $459,646.00 and authorize the City Manager to execute the contract on behalf of the City.

6. Planning and Development Services – Approval – Award Consultant Services for CIP 20 - 14, Facilities Condition Assessment Services Report to Bureau Veritas in the amount of $185,451.47, and Authorize the City Manager to execute the contract on behalf of the City.

7. Planning and Development Services – Approval – Bid Award for CIP 25 -01 Rubberized Cape Seal 2025 to VSS International, Inc., for $1,633,120.00; and Authorize the City Manager to Execute the Contract on behalf of the City.

8. Planning and Development Services – Approval – Final Acceptance for CIP 21-07 Fire Station 2 Rebuild for a total cost of $7,809,329.00.

9. Planning and Development Services – Approval – Bid Award for CIP 23 -02 Herndon Avenue Street Improvements to Dave Christian Construction Company, Inc., for the 5 AGENDA ITEM NO. 1.

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amount of $1,670,078.00; and Authorize the City Manager to Execute the Contract on behalf of the City.

10. Planning and Development Services – Approval – Res. 25 -28, Final Map Tract 6343 located on the Northwest corner of N. Baron Avenue and Perrin Avenue (Great Bigland, Inc., a California Corporation)

11. Planning and Development Services – Approval – Res. 25-29, Annexation of Proposed Tract 6343 located on the northwest corner of N. Baron Avenue and Perrin Avenue to the Landscape Maintenance District No. 1 of the City of Clovis. (Great Bigland, Inc., a California Corporation).

12. Public Utilities – Approval – Final Acceptance for CIP 24-15, Tarpey Village Project: Water Meter Installation, with a Final Contract Cost of $479,663.42.

THE FOLLOWING ITEM W AS PULLED FROM THE CONSENT CALENDAR FOR FURTHER DISCUSSION:

6:15 ITEM 3. Administration – Approval – Res. 25-26, Approving Resolution for the City’s application to the Fresno Council of Governments Measure C Transit Oriented Development Program Cycle XIII i n the amount of $427,714 for infrastructure improvements required for the 135 Osmun Senior Apartments Affordable Housing Development.

Upon call, there was no public comment.

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

PUBLIC HEARINGS – 6:20

6:20 ITEM 13 - Consider Introduction – Ord. 25-05, an Ordinance of the City Council of the City of Clovis Amending Section 10.3.03 of Chapter 10.3 of Title 10 of the Clovis Municipal Code Relating to the City Prohibited Acts in City Parks Regarding Dogs in Posted off-leash Areas.

Upon call, there was no public comment.

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

6:29 ITEM 14 - Consider various actions related to the Creation of a Measure Y Oversight Committee.

Eric Rollins, resident, addressed concerns about the Measure Y Oversight Committee's lack of term limits, the ability of councilmembers to remove appointees at will, and the delayed start undermining true oversight of initial expenditures.

Brian Wilson, resident, addressed stronger oversight criteria for the Measure Y Committee, including term limits and protection against removal of members by individual councilmembers.

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6:29 ITEM 14a - Consider Introduction - Ord. 25 -06, Adding Section 3.3.703 to Article 7 of Chapter 3.3 of Title 3 of the Clovis Municipal Code pertaining to the Creation of a Measure Y Oversight Committee.

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

6:29 ITEM 14b - Consider Approval - Res. 25 -XX, Establishing Governing Criteria for the Measure Y Oversight Committee.

The Council directed staff to add language to the resolution requiring that reappointment, removal, or replacement of a committee member must be approved by a majority vote of a quorum of the City Council, include an ex officio youth commission member who is not requi red to be 18 years old, establish a minimum two -year residency requirement, and allow the committee to select a chair and vice-chair. Staff is to provide a red -line version of the revised resolution for review and bring it back to Council on April 21, 2025.

ADMINISTRATIVE ITEMS – 6:54

6:54 ITEM 15 - Consider Approval – Authorize the City Manager to Execute a First Amendment Contract with Republic Services, Extending the Term for three -years, and Increasing Contract Rates for the Collection, Processing, and Marketing Services of Recyclable and Organic Materials Agreement.

Steven Trevino, resident, suggested extending a decision for another year.

Josh, resident, expressed concern over a $1.2 million expenditure of taxpayer money.

Eric Rollins, resident, criticized the decision to not go with the lowest bid.

Ashlee Cawley, Municipal Manager for Republic Services in Clovis , provided an update on the process and challenges Republic Services faced.

Joseph Kalpakoff, Managing Member of Mid -Valley Disposal, opposed the decision to award to the extension to Republic Services.

Joe Heisdorf, Chief Financial Officer with Mid-Valley Disposal, explained discrepancies in the cost estimates and claimed that the City's staff calculation was incorrect, emphasizing th at his company's proposal would save the City $3.5 million over three years compared to Republic’s proposal.

Brian Wilson, resident, opposed the decision to split the contract, stating that splitting services would inherently increase costs and recommended the Council reconsider and return to the original plan.

German Hernandez, General Manager for Republic Services, addressed the original Request for Proposal and pointed out that Republic Services term extension makes it difficult to directly compare the contracts.
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Patricia Herrera with Republic Services, Emphasized the importance of safety in the waste management industry and highlighted Republic's safety record.

Richard Caglia with Caglia Environmental, recognized the difficulties the Council encountered with the bidding process, highlighted the need for more time to resolve issues.

Motion by Mayor Pro Tem Pearce, seconded by Councilmember Bessinger to deny the extension and instruct staff to revert to the original Request for Proposal, bringi ng it back to the Council at the April 21, 2025 , meeting. Motion carried by 3 -2 vote, with Councilmember Ashbeck and Councilmember Basgall voting no.

CITY MANAGER COMMENTS – 7:57

City Manager Haussler highlighted that the Clovis Police Department participated in the Baker to Vegas 120-mile relay race over the weekend and placed 12th in their division, a great achievement. Additionally, the American Planning Association awarded the City an Urban Design Award for the Village Green. He also presented a council items list for review.

COUNCIL COMMENTS - 7:58

It was the consensus of the Council to prepare a proclamation in honor of the recent passing of Mrs. Hedrick of Hedrick Chevrolet and to be presented at the Council meeting in June.

CLOSED SESSION – 8:16

ITEM 1 6 - GOVERNMENT CODE SECT ION 54957.6 CONFERENCE WITH LAB OR NEGOTIATORS AGENCY D ESIGNATED REPRESENTA TIVES: ANDY HAUSSLER , PAUL ARMENDARIZ, AMY HANC E, SCOTT CROSS EMPLO YEE ORGANIZATION: AL L

BARGAINING UNITS

Upon call, there was no public comment.

RECONVENE INTO OPEN SESSION AND REPORT FROM CLOSED SESSION

No action taken.

ADJOURNMENT

Mayor Mouanoutoua adjourned the meeting of the Council to April 14, 2025.

Meeting adjourned: 9:06 p.m.

______________________________ ________________________________ Mayor City Clerk
8 AGENDA ITEM NO. 1.

TO: Mayor and City Council
FROM: Administration
DATE: April 14, 2025
SUBJECT: Administration - Adopt - Ord. 2 5-05, Amending Section 10.3.03 of Chapter 10.3 of Title 10 of the Clovis Municipal Code Relating to the City Prohibited Acts in City Parks Regarding Dogs in Posted off-leash Areas. (Vote: 5-0)
ATTACHMENTS: None.

This item was approved for introduction on April 7, 2025, with a unanimous vote.

Please direct questions to the City Manager’s office at 559-324-2060. 9 AGENDA ITEM NO. 2.

TO: Mayor and City Council
FROM: Administration
DATE: April 14, 2025
SUBJECT: Administration - Adopt - Ord. 25-06, Adding Section 3.3.703 to Article 7 of Chapter 3.3 of Title 3 of the Clovis Municipal Code pertaining to the Creation of a Measure Y Oversight Committee. (Vote: 5-0) ATTACHMENTS: None.

This item was approved for introduction on April 7, 2025, with a unanimous vote.

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

TO: Mayor and City Council
FROM: Administration
DATE: April 14, 2025
SUBJECT: Administration – Approval – Award the Request for Proposals and approve the purchase of thirty-two (32) Mobile Data Computers to Ingram Technologies, LLC, for $181,578.50.

ATTACHMENTS: None.

RECOMMENDATION
For the City Council to Award the Request for Proposals (RFP) and approve the purchase of thirty-two (32) Mobile Data Computers to Ingram Technologies, LLC, for $181,578.50.

EXECUTIVE SUMMARY
Included in the 2024-2025 Budget are funds to purchase replacement Mobile Data Computers (MDCs). The MDCs increase efficiencies and provide connectivity to various applications and needed information while performing their duties in the field.

Staff went out with a Request for Proposals (RFP) from vendors using the City’s online bidding system in March 2025 and received fifteen responses. Ingram Technologies , LLC, submitted the lowest priced and complete proposal.

BACKGROUND
Every police vehicle and fire engine are outfitted with Mobile Data Computers (MDC) to receive and send information on calls assigned to the officer or fire fighter.

In an effort to better serve the public by keeping officers on the street doing their duties, all MDCs are being standardized to a laptop configuration. This is consistent with what other public safety agencies across the nation have adopted. Utilizing laptop computers have helped achieve the following benefits:

 Reduced amount of down time.
 Easier to exchange laptops from one vehicle to the next.  Repair costs have been greatly reduced.
 Has reduced cost of deployment.
 Allowed for consistent environmental conditions for computers. 11 AGENDA ITEM NO. 4.

Staff requested proposals from vendors using the City’s online bidding system on March 4, 2025, and received fifteen (15) responses.

To ensure an ‘apples to apples’ comparison and to not exceed available funding, staff requested pricing on thirty (30) Panasonic Toughbook laptops, keyboards, and docking stations. The total cost for the thirty units including tax, shipping and a five-year warranty, was as follows:

Vendor Total
Ingram Technologies, LLC $168,667.75
LEHR Upfitters OpCo, LLC $175,106.45
Kijero, LLC $182,120.00
TAILORBIRD VENTURES $184,971.90
Southern Computer Warehouse, Inc. $186,551.70
Hypertec USA, Inc. $191,520.00
Axelliant, LLC $191,633.60
IT Devices Online, Inc. $203,680.18
Questivity, Inc. $204,062.89
Kambrian Corporation $204,343.97
Zones, LLC $204,902.59
EIDIM Group, Inc. dba EIDIM AV Technology $208,080.90
googoz.com, Inc. $209,091.32
Software Information Resource Corp $213,960.24
AVAVA ZAINOUBA, LLC $226,348.20

Ingram Technologies, LLC, submitted the lowest priced responsible proposal.

Based on the above comparison and available funding, staff is rec ommending the purchase of thirty-two (32) Panasonic Toughbook laptops from Ingram Technologies LLC for an amount of $181,578.50.

FISCAL IMPACT
There are sufficient funds allocated in the Information Technology Division budget for the purchase of these Panasonic Toughbook laptops.

REASON FOR RECOMMENDATION
The City has standardized on Panasonic Laptops for vehicles as they have proven to be very reliable and able to stand up to the rigors of the mobile work environment.

ACTIONS FOLLOWING APPROVAL
Staff will purchase the budgeted Panasonic Laptops. As the Laptops arrive, they will be setup and installed in the vehicles for immediate use.

CONFLICT OF INTEREST
None.
12 AGENDA ITEM NO. 4.

Prepared by: Jesse Velez, IT Deputy Director

Reviewed by: City Manager AH
13 AGENDA ITEM NO. 4.

TO: Mayor and City Council
FROM: Finance Department
DATE: April 14, 2025
SUBJECT: Finance – Receive and File – Investment Report for the Month of September 2024.

ATTACHMENTS: 1. Distribution of Investments

2. Monthly Investment Transactions

3. Certificates of Deposit

4. Municipal Securities

5. Corporate Securities

6. Graph of September 30, 2024, Treasury Rates

RECOMMENDATION
Staff recommends that The City Council receive and file the Investment Report for the Month of September 2024.

EXECUTIVE SUMMARY
Attached is the Investment Report for the month of September 2024. Shown in Attachment 1 is the distribution of investments which lists all the individual securities owned by the City with the book and market values. Book value is the actual price paid for the investment. Market value is the amount that the investment is worth if sold in the open market. The market value (which fluctuates daily) that is used in the report is as of the last working day of the month. Attachment 2 reflects the monthly investment transactions for the month of September 2024. Attachment 3 lists the certificates of deposit. Attachment 4 lists the municipal securities. Attachment 5 lists the corporate securities. Attachment 6 is a graph of Treasury rates on September 30, 2024.

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

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

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

14 AGENDA ITEM NO. 5.

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

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

The Finance Department invests the City’s assets with an expectation of achi eving a total rate of return at a level that exceeds the annualized rate of return on short -term government guaranteed or insured obligations (90 -day Treasury bills) and to assure that the principal is preserved with minimal risk of depreciation or loss. In periods of rising interest rates, the City of Clovis portfolio return may be less than that of the annualized 90 -day Treasury bill. In periods of decreasing interest rates, the City of Clovis portfolio return may be greater than the annualized 90-day Treasury bill. The current 90 -day Treasury bill rate (annualized) is 5.37%. The rate of return for the City of Clovis portfolio is 3.71%. The goal for the City of Clovis investment return is 120% of the 90 -day Treasury bill rate. The current rate of ret urn is 69% of the Treasury bill rate.

The Finance Department began investing in corporate securities in February 2024 to provide additional diversification and yield to the portfolio. 1 corporate security totaling $2,000,000 was purchased this month at an aggregate yield of 4.875%, which is roughly 138 basis points higher than current yields on 5-year Treasury bonds.

In accordance with the Investment Policy, the investment period on each investment is up to three years and can be extended to five years w ith the City Manager’s approval. As of September 2024, the average investment life of the City’s investment portfolio is 1.92 years.

Current Investment Environment and Philosophy

During the month of September 2024, the federal funds rate range was 4.75% -5.00%. On September 30, 2024, the Treasury yield curve decreased from 3-month to 10-year notes.

Certificates of Deposit (CD’s)

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

Purchases and Maturities

• 0 government securities were purchased.
• 0 government securities matured.
• 0 certificate of deposits were purchased.
• 2 certificates of deposits totaling $500,000 matured. • 0 municipal securities were purchased.
• 0 municipal securities were called or matured.
• 1 corporate security totaling $2,000,000 was purchased. • 0 corporate securities were called or matured.

15 AGENDA ITEM NO. 5.

Market Environment

• During September, the federal funds rate range was at 4.75%-5.00%. • On September 30, the yield curve decreased from 3 -month to 10 -year notes. See Attachment 6, Graph of Treasury Rates on September 30, 2024.

BACKGROUND
State law (Government Code Section 53646(b)) requires that the City Treasurer provide quarterly reports on their investment activities to their governing body.

FISCAL IMPACT
None.

REASON FOR RECOMMENDATION
The Finance report is for information only and no action is required.

ACTIONS FOLLOWING APPROVAL
Staff will file the report.

CONFLICT OF INTEREST
None.

Prepared by: Susan Evans, Deputy Finance Director

Reviewed by: City Manager AH

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23 AGENDA ITEM NO. 5.

TO: Mayor and City Council
FROM: Finance Department
DATE: April 14, 2025
SUBJECT: Finance – Receive and File – Treasurer’s Report for the Month of September 2024.

ATTACHMENTS: 1. Summary of Cash Balances

2. Summary of Investment Activity

3. Investments with Original Maturities Exceeding One Year

RECOMMENDATION
Staff recommends that The City Council receive and file the Treasurer’s Report for the Month of September 2024.

EXECUTIVE SUMMARY
Attached for the Council’s information is the Treasurer’s Report for the month ended September 30, 2024.

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

Attachment 1 provides a summary of the beginning balance, total receipts, total disbursements, ending balance for all funds, and a listing, by fund, of all month end fund balances. Attachment 2 summarizes the investment activity for the month and distribution, by type of investment, held by the City. Attachment 3 lists all investments with original maturities exceeding one year as of the month ended September 30, 2024.

BACKGROUND
State law (Government Code Section 41004) requires that the City Treasurer shall submit to the City Clerk each month a written report and accounting of all receipts, disbursements, and fund balances.

FISCAL IMPACT
None.

REASON FOR RECOMMENDATION
The Finance report is for information only and no action is required. 24 AGENDA ITEM NO. 6.

ACTIONS FOLLOWING APPROVAL
Staff will file the report.

CONFLICT OF INTEREST
None.

Prepared by: Susan Evans, Deputy Finance Director

Reviewed by: City Manager AH

25 AGENDA ITEM NO. 6.
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Balance of Investments Previous Month End 331,972,382.06 $ Time Certificates of Deposit Transactions
Investments 0.00
Withdrawals (500,000.00)
Total CD Changes (500,000.00)
Other Changes
Government Securities 454,335.00
Local Agency Investment Fund 0.00
Municipal Securities 263,963.00
Corporate Securities 2,100,727.00
Sweep Account 853,836.01
Total Other Changes 3,672,861.01
Balance of Investments Current Month End 335,145,243.07$ Insured CD's 32,000,000.00
Government Securities 136,720,359.35
Corporation Securities 37,931,220.00
Local Agency Investment Fund 57,959,324.02
Municipal Securities 57,218,332.55
Sweep Account 13,316,007.15
Investment Total 335,145,243.07$
Distribution of Investments
As of September 30, 2024
City of Clovis
Summary of Investment Activity
For the month of September 30, 2024
City of Clovis
ATTACHMENT 2
27 AGENDA ITEM NO. 6.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
FHLB 5,000,000.00 4,998,616 11/15/2024 1.050%
FHLB 1,735,000.00 1,718,620 12/30/2024 0.500%
FNMA 2,000,000.00 1,970,224 2/24/2025 0.500%
FNMA 1,000,000.00 985,368 2/25/2025 0.520%
FHLB 1,000,000.00 985,616 2/27/2025 0.625%
FHLB 4,000,000.00 3,997,245 2/28/2025 1.750%
FAMCMTN 4,000,000.00 4,000,000 4/25/2025 2.750%
FAMCMTN 4,000,000.00 3,988,051 7/28/2025 0.750%
FHLB 5,000,000.00 5,000,000 8/28/2025 3.600%
FHLB 5,000,000.00 4,987,604 9/8/2025 0.600%
FHLB 980,000.00 914,872 11/25/2025 0.500%
FFCB 5,000,000.00 4,988,582 2/11/2026 0.580%
FHLB 4,000,000.00 3,973,915 2/24/2026 0.750%
FHLB 3,000,000.00 2,872,011 3/16/2026 0.790%
FHLB 5,000,000.00 4,986,928 9/28/2026 0.940%
FHLB 4,000,000.00 3,831,918 10/28/2026 1.150%
FHLB 6,000,000.00 5,994,842 11/24/2026 1.250%
FHLB 5,000,000.00 5,057,369 12/11/2026 2.125%
FHLB 4,500,000.00 4,264,510 2/24/2027 1.020%
FHLB 5,000,000.00 4,761,108 2/24/2027 1.020%
FHLB 4,000,000.00 3,850,574 2/26/2027 0.900%
FHLB 6,800,000.00 5,328,226 2/26/2027 0.900%
FHLB 5,700,000.00 6,373,342 2/26/2027 0.900%
FHLB 6,000,000.00 5,550,042 2/26/2027 1.000%
FHLB 4,000,000.00 4,000,000 3/8/2027 2.375%
FHLB 6,000,000.00 5,420,367 2/22/2028 0.830%
FHLB 400,000.00 362,818 2/25/2028 1.125%
FFCB 2,500,000.00 2,209,558 3/2/2028 1.000%
FHLB 3,000,000.00 3,088,918 3/10/2028 4.500%
FFCB 2,245,000.00 1,969,485 3/10/2028 1.000%
FFCB 700,000.00 639,071 3/22/2028 1.370%
FFCB 6,000,000.00 6,072,785 4/25/2028 3.875%
FFCB 5,500,000.00 5,393,144 4/27/2028 3.740%
FFCB 3,000,000.00 2,966,107 6/22/2028 4.470%
FFCB 3,000,000.00 2,702,791 7/13/2028 1.230%
FHLMC 1,000,000.00 880,819 7/27/2028 1.100%
FNMA 1,000,000.00 876,980 7/28/2028 1.000%
FHLB 1,000,000.00 902,327 8/4/2028 1.300%
FFCB 3,000,000.00 2,985,264 9/8/2028 4.750%
FHLMC 1,000,000.00 870,343 10/19/2028 1.000%
As of September 30, 2024
City of Clovis
Government Maturities Exceeding One Year
ATTACHMENT 3
28 AGENDA ITEM NO. 6.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
UC General Revenue Bonds 1,000,000.00 994,634.00 5/15/2025 3.050% Antelope Valley Comm Coll 750,000.00 746,130.50 8/1/2025 1.767% Chabot Las Positas Comm Coll 1,490,000.00 1,465,864.00 8/1/2025 0.880% Foothill De Anza Ref Bds 2021B 835,000.00 813,081.50 8/1/2025 0.906% San Dieguito USD GO Bonds 1,000,000.00 978,355.00 8/1/2025 1.661% Santa Ana Coll Improv Dist 250,000.00 245,201.50 8/1/2025 0.744% Orange County Water Dist 900,000.00 882,807.00 8/15/2025 2.095% San Jose Ca Taxable Series B 2,355,000.00 2,314,834.50 9/1/2025 2.450% LA CUSD GO Bonds 1,000,000.00 1,003,783.00 7/1/2026 1.455% Chabot Las Positas Comm Coll 3,505,000.00 3,381,656.00 8/1/2026 1.080% Chaffey Joint Union HS 1,565,000.00 1,536,556.50 8/1/2026 2.475% Huntington Beach Union HS 3,305,000.00 3,206,173.00 8/1/2026 1.208% Placentia Yorba Linda USD 1,110,000.00 1,073,962.00 8/1/2026 1.070% San Diego Comm Coll Dist 470,000.00 463,419.00 8/1/2026 2.299% San Ramon Valley CUSD 2,125,000.00 2,125,000.00 8/1/2026 1.147% Sonoma County Jr Coll Dist 2,000,000.00 1,962,663.00 8/1/2026 2.447% San Diego Pub Facilities Dist 1,625,000.00 1,575,746.00 10/15/2026 1.812% California St Univ Taxable 2021B 2,500,000.00 2,341,602.00 11/1/2026 1.142% El Dorado Irrigation Dist 1,175,000.00 1,129,691.00 3/1/2027 1.687% Rancho Santiago CC Ref 2020 335,000.00 307,416.50 3/1/2027 1.106% UC Taxable Gen Bds 2020 B 2,385,000.00 2,204,448.50 5/15/2027 1.316% El Monte HSD Taxable Ref 2021 600,000.00 555,425.00 6/1/2027 1.326% LA Dept Wtr Pwr Rev Bonds 2010C 2,000,000.00 2,075,612.00 7/1/2027 5.516% Colton CA USD Ref Bonds 2020 1,060,000.00 981,581.00 8/1/2027 1.603% Contra Costa Comm College Dist 880,000.00 841,134.00 8/1/2027 2.163% Corona Norco USD Ref Bond 2019 250,000.00 232,725.00 8/1/2027 2.297% Foothill De Anza CC Taxable 2021 540,000.00 500,669.00 8/1/2027 1.473% Fremont USD Alameda County 1,100,000.00 1,091,119.00 8/1/2027 1.113% Fremont USD Taxable Ref 2021 1,140,000.00 1,020,210.00 8/1/2027 2.000% Marin County Comm Coll 2016 335,000.00 324,239.80 8/1/2027 3.330% Mount San Antonio CC 2021 285,000.00 259,555.00 8/1/2027 1.139% Mount San Antonio Comm Coll 405,000.00 381,888.75 8/1/2027 2.329% Saddleback Valley USD 3,000,000.00 2,928,450.00 8/1/2027 2.400% San Diego CCD Taxable 2019 590,000.00 561,833.00 8/1/2027 2.407% San Ramon Valley CUSD 1,435,000.00 1,345,436.00 8/1/2027 1.440% Santa Monica Comm College Dist 1,000,000.00 988,203.00 8/1/2027 3.415% Sierra CA CCD 2021A Ref 465,000.00 424,968.50 8/1/2027 1.129% William Hart USD 2020 Ref 200,000.00 182,529.00 8/1/2027 1.174% San Jose Ca Taxable Series B 910,000.00 864,052.00 9/1/2027 2.600% Soquel Creek Wtr Ref 2020 545,000.00 498,969.50 3/1/2028 1.445% Gardena Calif Pension Obligation 1,000,000.00 919,460.00 4/1/2028 2.663% Beverly Hills Taxable Ref 2020B 635,000.00 575,695.50 6/1/2028 1.514% California Health Facs Fing Au 760,000.00 721,633.00 6/1/2028 3.378% Alameda Cnty Calif 540,000.00 522,914.00 8/1/2028 3.519% Desert CA Cmnty College 1,000,000.00 921,574.00 8/1/2028 2.023% Long Beach Calif Cmnty 730,000.00 675,463.00 8/1/2028 2.337% Redondo Beach CA Uni Bond 2018 675,000.00 593,209.00 8/1/2028 1.430% San Ramon Valley CA 1,820,000.00 1,642,783.00 8/1/2028 1.670% Santa Ana College Impt 1,500,000.00 1,333,792.00 8/1/2028 1.320% Santa Clarita Calif Cmnty 1,000,000.00 905,669.00 8/1/2028 1.563% William Hart High 1,000,000.00 900,226.00 8/1/2028 1.429% Yosemite Calif Cmnty College 750,000.00 694,290.00 8/1/2028 2.210% As of September 30, 2024
City of Clovis
Municipal Maturities Exceeding One Year
ATTACHMENT 3
29 AGENDA ITEM NO. 6.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
Duke Energy Carolinas LLC 2,000,000.00 1,955,329.00 11/15/2028 3.950% Toyota MTR Cr Corp 2,000,000.00 1,993,017.00 1/5/2029 4.350% Procter & Gamble Co 2,000,000.00 1,995,278.00 1/29/2029 4.650% Texas Instrument Inc 2,000,000.00 1,992,969.00 2/8/2029 4.600% Air Products and Chemicals 2,000,000.00 2,008,657.00 2/8/2029 4.600% Cummins Inc 2,000,000.00 2,028,866.00 2/20/2029 4.900%
Bristol-Myers Squibb Co 2,000,000.00 2,003,703.00 2/22/2029 4.900% Astrazeneca Finance LLC 2,000,000.00 2,017,859.00 2/26/2029 4.850% Cisco Sys Inc. 2,000,000.00 1,983,664.00 2/26/2029 4.850% Caterpillar Finl 2,000,000.00 2,018,820.00 2/27/2029 4.850% Merck Co Inc. 2,000,000.00 1,908,864.00 3/7/2029 3.400% Blackrock Fund Inc. 2,000,000.00 2,008,939.00 3/14/2029 4.700% Adobe Inc 2,000,000.00 2,009,644.00 4/4/2029 4.800%
Home Depot Inc. 2,000,000.00 1,992,720.00 4/15/2029 4.900% United Health Group 2,000,000.00 1,972,701.00 4/15/2029 4.700% Glaxosmithkline Capital 2,000,000.00 1,896,152.00 6/1/2029 3.375% John Deere Capital 2,000,000.00 2,012,277.00 6/11/2029 4.850% Citibank NA 2,000,000.00 2,041,911.00 8/6/2029 4.838%
Honeywell Intl Inc 2,000,000.00 2,089,850.00 9/1/2029 4.875% As of September 30, 2024
City of Clovis
Corporate Maturities Exceeding One Year
ATTACHMENT 3
30 AGENDA ITEM NO. 6.

TO: Mayor and City Council
FROM: Finance Department
DATE: April 14, 2025
SUBJECT: Finance – Receive and File – Investment Report for the Month of October 2024.

ATTACHMENTS: 1. Distribution of Investments

2. Monthly Investment Transactions

3. Certificates of Deposit

4. Municipal Securities

5. Corporate Securities

6. Graph of October 31, 2024, Treasury Rates

RECOMMENDATION
Staff recommends that The City Council receive and file the Investment Report for the Month of October 2024.

EXECUTIVE SUMMARY
Attached is the Investment Report for the month of October 2024. Shown in Attachment 1 is the distribution of investments which lists all the individual securities owned by the City with the book and market values. Book value is the actual price paid for the investment. Market value is the amount that the investment is worth if sold in the open market. The market value (which fluctuates daily) that is used in the report is as of the last working day of the month. Attachment 2 reflects the monthly investment transactions for the month of October 2024. Attachment 3 lists the certificates of deposit. Attachment 4 lists the municipal securities. Attachment 5 lists the corporate securities. Attachment 6 is a graph of Treasury rates on October 31, 2024.

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

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

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

31 AGENDA ITEM NO. 7.

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

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

The Finance Department invests the City’s assets with an expectation of achieving a total rate of return at a level that exceeds the annualized rate of return on short -term government guaranteed or insured obligations (90 -day Treasury bills) and to assure that the principal is preserved with minimal risk of depreciation or loss. In periods of rising interest rates, the City of Clovis portfolio return may be less than that of the annualized 90 -day Treasury bill. In periods of decreasing interest rates, the City of Clovis portfolio return may be greater than the annualized 90-day Treasury bill. The current 90-day Treasury bill rate (annualized) is 5. 30%. The rate of return for the City of Clovis portfolio is 3.85%. The goal for the City of Clovis investment return is 120% of the 90 -day Treasury bill rate. The current rate of return is 73% of the Treasury bill rate.

The Finance Department began investing in corporate securities in February 2024 to provide additional diversification and yield to the portfolio . To date, 19 corporate securities have been purchased at a net book value of $37,932,539 as of October 31, 2024. Their average yield is

4.58% which is roughly 67 basis points higher than current yields on 5-year Treasury bonds.

In accordance with the Investment Policy, the investment period on each investment is up to three years and can be extended to five years with the City Manager’s approval. As of October 2024, the average investment life of the City’s investment portfolio is 1.85 years.

Current Investment Environment and Philosophy

During the month of October 2024, the federal funds rate target range was 4.75%-5.00%. On October 31, 2024, the Treasury yield curve decreased from 3-month to 10-year notes.

Certificates of Deposit (CD’s)

Purchases and Maturities

• 0 government securities were purchased.
• 0 government securities matured.
• 1 certificate of deposit totaling $250,000 was purchased. • 1 certificate of deposit totaling $250,000 matured.
• 0 municipal securities were purchased.
• 0 municipal securities were called or matured.
• 0 corporate security were purchased.
• 0 corporate securities were called or matured.

32 AGENDA ITEM NO. 7.

Market Environment

• During October, the federal funds target rate range was at 4.75%-5.00%. • On October 31, the yield curve decreased from 3-month to 10-year notes. See Attachment 6, Graph of Treasury Rates on October 31, 2024.

BACKGROUND
State law (Government Code Section 53646(b)) requires that the City Treasurer provide quarterly reports on their investment activities to their governing body.

FISCAL IMPACT
None.

REASON FOR RECOMMENDATION
The Finance report is for information only and no action is required.

ACTIONS FOLLOWING APPROVAL
Staff will file the report.

CONFLICT OF INTEREST
None.

Prepared by: Susan Evans, Deputy Finance Director

Reviewed by: City Manager AH

33 AGENDA ITEM NO. 7.

STATED

DAYS TO

MATURITY

NET BOOK MARKET YIELD TO INTEREST INVEST MATURIT Y FROM COST VALUE VALUE * MATURIT Y RATE DATE DATE 10/31/2024

GOV'T SECURITIES
FHLB 4,969,000 4,999,549 4,992,950 1.274% 1.050% 01/20/22 11/15/24 15 FHLB 1,595,506 1,724,201 1,723,254 4.515% 0.500% 11/16/22 12/30/24 60 FNMA 1,857,400 1,976,503 1,974,200 4.415% 0.500% 03/23/23 02/24/25 116 FNMA 930,300 988,433 987,590 4.338% 0.520% 03/23/23 02/25/25 117 FHLB 932,200 988,588 987,060 4.328% 0.625% 03/23/23 02/27/25 119 FHLB 3,980,000 3,997,811 3,962,000 1.922% 1.750% 02/28/22 02/28/25 120 FHLB 4,000,000 4,000,000 3,966,760 2.750% 2.750% 04/25/22 04/25/25 176 FAMCMTN 3,947,600 3,989,282 3,898,400 1.121% 0.750% 12/16/21 07/28/25 270 FHLB 5,000,000 5,000,000 4,971,150 3.600% 3.600% 08/30/22 08/28/25 301 FAMCMTN 4,948,500 4,988,724 4,845,750 0.869% 0.600% 10/14/21 09/08/25 312 FHLB 871,150 917,459 913,701 3.886% 0.500% 04/26/23 11/25/25 390 FHLB 4,963,000 4,989,291 4,768,700 0.750% 0.580% 09/08/21 02/11/26 468 FHLB 3,922,000 3,975,494 3,818,680 1.229% 0.750% 12/16/21 02/24/26 481 FHLB 2,751,000 2,879,470 2,859,060 3.916% 0.790% 05/17/23 03/16/26 501 FFCB 4,967,500 4,987,485 4,696,950 1.075% 0.940% 10/14/21 09/28/26 697 FHLB 3,649,200 3,838,792 3,761,640 3.342% 1.150% 06/29/22 10/28/26 727 FHLB 5,988,000 5,995,045 5,642,400 1.291% 1.250% 11/24/21 11/24/26 754 FHLB 5,127,757 5,055,152 4,790,000 1.580% 2.125% 01/20/22 12/11/26 771 FHLB 4,043,250 4,272,833 4,167,699 3.397% 1.020% 06/29/22 02/24/27 846 FHLB 4,550,000 4,769,552 4,652,196 3.173% 1.020% 08/17/22 02/24/27 846 FHLB 3,695,200 3,855,845 3,792,665 2.564% 0.900% 03/31/22 02/26/27 848 FHLB 6,072,400 6,388,389 6,283,712 3.737% 0.900% 01/19/23 02/26/27 848 FHLB 5,247,000 5,565,912 5,474,711 4.329% 0.900% 02/16/23 02/26/27 848 FHLB 5,050,770 5,341,337 5,289,372 3.971% 1.000% 12/14/22 02/26/27 848 FHLB 4,000,000 4,000,000 3,830,040 2.375% 2.375% 03/08/22 03/08/27 858 FFCB 5,160,000 5,434,858 5,374,680 3.996% 0.830% 03/23/23 02/22/28 1,209 FHLB 355,160 363,770 360,660 4.123% 1.125% 01/18/24 02/25/28 1,212 FFCB 2,123,750 2,216,766 2,250,500 4.812% 1.000% 09/27/23 03/02/28 1,218 FHLB 1,893,209 1,976,280 2,012,822 5.018% 1.000% 10/18/23 03/10/28 1,226 FHLB 3,124,500 3,086,725 3,030,900 3.553% 4.500% 05/17/23 03/10/28 1,226 FFCB 626,780 640,598 636,734 4.121% 1.370% 01/18/04 03/22/28 1,238 FFCB 6,102,000 6,071,053 5,938,260 3.501% 3.875% 04/26/23 04/25/28 1,272 FFCB 5,354,250 5,395,682 5,394,620 4.349% 3.740% 06/14/23 04/27/28 1,274 FFCB 2,955,000 2,966,898 2,992,650 4.814% 4.470% 07/12/23 06/22/28 1,330 FFCB 2,641,500 2,709,458 2,682,030 4.130% 1.230% 12/20/23 07/13/28 1,351 FHLMC 853,500 883,466 888,540 4.601% 1.100% 11/15/23 07/27/28 1,365 FNMA 848,800 879,709 885,040 4.613% 1.000% 11/15/23 07/28/28 1,366 FHLB 882,500 904,484 894,760 4.117% 1.300% 12/20/23 08/04/28 1,373 FHLB 2,981,700 2,985,581 3,058,020 4.892% 4.750% 10/18/23 09/08/28 1,408 FHLMC 842,300 873,051 877,950 4.614% 1.000% 11/15/23 10/19/28 1,449 SECURITIES TOTAL 133,803,681$ 136,873,526 $ 134,328,806 $ LAIF 58,646,660$ 58,646,660 $
Municipal Issuance 57,303,416$ 56,678,797 $
Corporate Securities 37,932,539$ 38,022,820 $
Sweep Account (Union Bank) 9,179,666$ 9,179,666 $ TOTAL CD'S 32,000,000$ 32,185,920 $
TOTAL INVESTMENTS 331,935,807$ 329,042,669 $
* Market values for securities obtained from US Bank.

City of Clovis
Distribution of Investments
As of October 31, 2024
ATTACHMENT 1
34 AGENDA ITEM NO. 7.

Activity Maturity
Institution Description Activit y Amount Market Value Rate Date Date National Bk Superiors CD Purchase 250,000 250,000 3.500% 10/08/24 10/08/27 Rogue Cr Un Medford CD Maturity 250,000 250,000 5.100% 10/23/24 12/23/25

PORTFOLIO DATA
Current Month (10/24)
Book Market
CD'S 32,000,000 $ 32,185,920 $
Gov't Securities* 136,873,526 134,328,806
Municipal Securities 57,303,416 56,678,797
Corporate Securities 37,932,539 38,022,820
LAIF 58,646,660 58,646,660
Sweep Account (Union Bank) 9,179,666 9,179,666
TOTAL 331,935,807 $ 329,042,669 $
Prior Month (09/24)
Three Months Previous (07/24)
Book Market Book Market
CD'S 32,000,000 $ 32,288,575 $ CD'S $32,500,000 $32,434,510 Gov't Securities* 136,720,360 135,311,582 Gov't Securities* 136,266,024 133,445,075 Municipal Securities 57,218,333 57,210,355 Municipal Securities 57,394,238 56,672,436 Corporate Securities 37,931,220 38,848,900 Corporate Securities 33,787,493 34,158,720 LAIF 57,959,324 57,959,324 LAIF 57,959,324 57,959,324
Sweep Account (Union Bank) 13,316,007 13,316,007 Sweep Account (Union Bank) 13,547,446 13,547,446 TOTAL 335,145,244 $ 334,934,743 $ TOTAL $331,454,525 328,217,511 $ Six Months Previous (04/24)
One Year Previous (10/23)
Book Market Book Market
CD'S $31,250,000 $30,936,420 CD'S $27,245,000 $26,545,011 Gov't Securities* 141,808,163 136,209,812 Gov't Securities* 147,880,942 140,544,390 Municipal Securities 57,130,663 55,458,187 Municipal Securities 56,265,639 54,033,514 Corporate Securities 17,808,832 17,497,960 Corporate Securities - - LAIF 57,312,667 57,312,667 LAIF 56,142,817 56,142,817
Sweep Account (Union Bank) 30,042,818 30,042,818 Sweep Account (Union Bank) 13,554,212 13,554,212 TOTAL $335,353,143 327,457,864 $ TOTAL 301,088,610 $ 290,819,944 $ *Adjusted Quarterly for Premium/Discount Amortization
As of October 31, 2024
Monthly Investment Transactions
City of Clovis
ATTACHMENT 2
35 AGENDA ITEM NO. 7.
36 AGENDA ITEM NO. 7.
37 AGENDA ITEM NO. 7.

NET BOOK MARKET INTEREST INVEST MATURITY MATURITY FROM INTEREST Municipal Securities VALUE PRICE RATE DATE DATE 10/31/24 FREQUENCY University CA Rev Bond 995,367 992,170 4.350% 09/15/22 05/15/25 196 QUARTERLY Antelope Valley CA Ref Bond 742,505 735,645 1.767% 05/12/22 08/01/25 274 QUARTERLY Chabot Las Positas Cmnty Clg Bond 1,468,318 1,451,319 0.880% 04/29/22 08/01/25 274 QUARTERLY Foothill De Anza Bond 815,310 813,783 0.906% 03/24/23 08/01/25 274 QUARTERLY San Dieguito High School Ref Bond 980,555 980,090 1.661% 10/13/22 08/01/25 274 QUARTERLY Santa Ana CCD Ref Bond 245,690 243,405 0.744% 05/12/22 08/01/25 274 QUARTERLY Orange County Water Dist Ref Bond 884,478 883,620 2.095% 10/13/22 08/15/25 288 QUARTERLY San Jose CA Txble Ser B 2,318,542 2,318,027 2.450% 10/13/22 09/01/25 305 QUARTERLY Los Angeles CA USD Ref Bond 1,003,599 952,500 1.455% 11/15/21 07/01/26 608 QUARTERLY Chabot Las Positas Cmnty Clg CA 3,387,363 3,314,573 1.080% 07/27/22 08/01/26 639 QUARTERLY Chaffey CA High School Ref Bond 1,537,873 1,516,360 2.475% 06/30/22 08/01/26 639 QUARTERLY Huntington Beach HS Dist Ref Bond 3,210,746 3,127,158 1.208% 04/29/22 08/01/26 639 QUARTERLY Placentia Yorba USD Ref Bond 1,075,630 1,048,617 1.070% 05/31/22 08/01/26 639 QUARTERLY San Diego CA Cmnty Ref Bond 463,723 454,396 2.299% 04/29/22 08/01/26 639 QUARTERLY San Ramon Valley CA USD Ref Bond 2,125,000 2,013,629 1.147% 11/03/21 08/01/26 639 QUARTERLY Sonoma Cnty Jr College Ref Bond 1,964,391 1,935,260 2.447% 06/30/22 08/01/26 639 QUARTERLY San Diego CA Pub Facs Ref Bond 1,577,795 1,546,318 1.812% 08/18/22 10/15/26 714 QUARTERLY CA ST Univ Rev Ref Bond 2,348,046 2,347,025 1.142% 02/17/23 11/01/26 731 QUARTERLY El Dorado CA Irr Dist Ref Bond 1,131,283 1,104,488 1.687% 08/18/22 03/01/27 851 QUARTERLY Rancho Santiago Cmnty Clg 2,210,298 306,559 1.106% 11/17/22 03/01/27 851 QUARTERLY University Gen Rev Bond 556,844 2,207,341 1.316% 10/13/22 05/15/27 926 QUARTERLY El Monte Ca Ref Bond 2,073,277 555,120 1.326% 03/24/23 06/01/27 943 QUARTERLY Los Angeles CA Dept Wtr Ref Bond 983,930 2,056,900 5.516% 04/27/23 07/01/27 973 QUARTERLY Colton CA Jt Uni Sch 842,298 984,708 1.603% 11/17/22 08/01/27 1,004 QUARTERLY Contra Costa Ref Bond 233,005 831,002 2.163% 09/15/22 08/01/27 1,004 QUARTERLY Corona Norco Ref Bond 501,847 237,000 2.297% 09/28/23 08/01/27 1,004 QUARTERLY Foothill De Anza CCD 1,007,174 500,510 1.473% 12/15/22 08/01/27 1,004 QUARTERLY Fremont CA Uni Sch Dist 1,110,113 1,006,984 1.113% 11/17/22 08/01/27 1,004 QUARTERLY Fremont CA USD Ref Bond 324,561 1,069,502 2.000% 05/31/22 08/01/27 1,004 QUARTERLY Marin CA Cmnty Clg Dist 260,317 326,883 3.330% 11/17/22 08/01/27 1,004 QUARTERLY Mount San Antonio Cmnty Clg 382,581 261,228 1.139% 11/17/22 08/01/27 1,004 QUARTERLY Mount San Antonio Ref Bond 2,930,593 383,571 2.329% 10/13/22 08/01/27 1,004 QUARTERLY Saddleback VY Uni Ref Bond 562,677 2,851,950 2.400% 08/10/22 08/01/27 1,004 QUARTERLY San Diego CA Com CD 1,348,119 561,721 2.407% 12/15/22 08/01/27 1,004 QUARTERLY San Ramon Valley Ref Bond 988,556 1,330,604 3.415% 09/15/22 08/01/27 1,004 QUARTERLY Santa Monica Cmnty Clg Ref Bond 426,168 976,690 3.050% 09/15/22 08/01/27 1,004 QUARTERLY Sierra CA Cmnty Clg Dist 183,052 427,456 1.129% 11/17/22 08/01/27 1,004 QUARTERLY William Hart CA Un High 306,037 183,352 1.174% 11/17/22 08/01/27 1,004 QUARTERLY San Jose CA Txble Ser B 865,389 868,613 2.600% 10/13/22 09/01/27 1,035 QUARTERLY Soquel Creek Cnty Ref Bond 500,113 495,868 1.445% 05/18/23 03/01/28 1,217 QUARTERLY Gardena Calif Pension Oblig 921,413 942,300 2.663% 10/19/23 04/01/28 1,248 QUARTERLY Beverly Hills Ref Bond 577,067 574,078 1.514% 06/15/23 06/01/28 1,309 QUARTERLY California Health FACS 722,522 728,673 3.378% 11/16/23 06/01/28 1,309 QUARTERLY Alameda Cnty Calif 523,292 526,289 3.519% 03/21/24 08/01/28 1,370 QUARTERLY Desert CA Cmnty College 923,402 920,420 2.023% 01/19/24 08/01/28 1,370 QUARTERLY Long Beach Calif Cmnty 676,670 678,564 2.337% 03/21/24 08/01/28 1,370 QUARTERLY Redondo Beach Ref Bond 595,019 608,668 1.430% 09/28/23 08/01/28 1,370 QUARTERLY San Ramon Valley CA Uni 1,646,892 1,656,127 1.670% 07/13/23 08/01/28 1,370 QUARTERLY Santa Ana College Impt 1,337,646 1,345,965 1.320% 07/13/23 08/01/28 1,370 QUARTERLY Santa Clarita CA Cmnty 907,868 903,050 1.563% 01/19/24 08/01/28 1,370 QUARTERLY William Hart CA High 902,434 896,860 1.429% 12/21/23 08/01/28 1,370 QUARTERLY Yosemite Calif Cmnty Clg 696,033 695,858 2.210% 12/21/23 08/01/28 1,370 QUARTERLY Mun. Securities TOTAL 57,303,416$ 56,678,797 $
Municipal Securities TOTAL 57,303,416$ 56,678,797 $
City of Clovis
Municipal Securities
As of October 31, 2024
ATTACHMENT 4
38 AGENDA ITEM NO. 7.

NET BOOK MARKET INTEREST INVEST MATURITY MATURITY FROM INTEREST Corporate Securities VALUE PRICE RATE DATE DATE 10/31/24 FREQUENCY Duke Energy Carolinas 1,956,248 1,951,100 3.950% 02/16/24 11/15/28 1,476 QUARTERLY Toyota MTR Cr Corp 1,993,156 2,004,120 4.650% 02/16/24 01/05/29 1,527 QUARTERLY Procter & Gamble Co 1,995,371 2,001,700 4.350% 02/16/24 01/29/29 1,551 QUARTERLY Texas Instrument Inc 1,993,107 2,003,780 4.600% 05/24/24 02/08/29 1,561 QUARTERLY Air Products and Chemicals Inc 2,008,488 2,005,960 4.600% 07/29/24 02/08/29 1,561 QUARTERLY Cummins Inc 2,028,308 2,023,640 4.900% 07/29/24 02/20/29 1,573 QUARTERLY Bristol-Myers Squibb Co 2,003,632 2,025,820 4.900% 05/24/24 02/22/29 1,575 QUARTERLY AstraZeneca Finance LLC 1,983,979 2,019,040 4.850% 04/19/24 02/26/29 1,579 QUARTERLY Cisco Sys Inc 2,017,515 2,024,840 4.850% 03/21/24 02/26/29 1,579 QUARTERLY Caterpillar Finl 2,018,458 2,025,500 4.850% 06/21/24 02/27/29 1,580 QUARTERLY Merck Co Inc 1,910,609 1,912,760 3.400% 03/21/24 03/07/29 1,588 QUARTERLY Blackrock Funding Inc 2,008,769 2,013,940 4.700% 03/21/24 03/14/29 1,595 QUARTERLY Adobe Inc 2,009,463 2,024,980 4.800% 05/24/24 04/04/29 1,616 QUARTERLY Home Depot Inc 1,992,856 2,027,680 4.900% 04/19/24 04/15/29 1,627 QUARTERLY United Health Group 1,973,210 2,007,280 4.700% 04/19/24 04/15/29 1,627 QUARTERLY Glaxosmithkline Capital 1,898,040 1,900,580 3.375% 06/21/24 06/01/29 1,674 QUARTERLY John Deere Capital 2,012,055 2,018,820 4.850% 06/21/24 06/11/29 1,684 QUARTERLY Citibank NA 2,040,975 2,005,280 4.838% 08/15/24 08/06/29 1,740 QUARTERLY Honeywell Intl Inc 2,088,300 2,026,000 4.875% 09/27/24 09/01/29 1,766 QUARTERLY Corp. Securities TOTAL 37,932,539$ 38,022,820 $
Corporate Securities TOTAL 37,932,539$ 38,022,820 $
City of Clovis
Corporate Securities
As of October 31, 2024
ATTACHMENT 5
39 AGENDA ITEM NO. 7.
40 AGENDA ITEM NO. 7.

TO: Mayor and City Council
FROM: Finance Department
DATE: April 14, 2025
SUBJECT: Finance – Receive and File – Treasurer’s Report for the Month of October 2024.

ATTACHMENTS: 1. Summary of Cash Balances

2. Summary of Investment Activity

3. Investments with Original Maturities Exceeding One Year

RECOMMENDATION
Staff recommends that The City Council receive and file the Treasurer’s Report for the Month of October 2024.

EXECUTIVE SUMMARY
Attached for the Council’s information is the Treasurer’s Report for the month ended October 31, 2024.

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

BACKGROUND
State law (Government Code Section 41004) requires that the City Treasurer shall submit to the City Clerk each month a written report and accounti ng of all receipts, disbursements, and fund balances.

FISCAL IMPACT
None.

REASON FOR RECOMMENDATION
The Finance report is for information only and no action is required. 41 AGENDA ITEM NO. 8.

ACTIONS FOLLOWING APPROVAL
Staff will file the report.

CONFLICT OF INTEREST
None.

Prepared by: Susan Evans, Deputy Finance Director

Reviewed by: City Manager AH

42 AGENDA ITEM NO. 8.

Previous Balance $2,661,881.27
Deposits 29,494,636.46
Disbursements (29,326,118.95)
Current Balance 2,830,398.78$

FUNDS BALANCE
100 General Fund (808,714.87) $
201 Local Transportation 20,070,255.58
202 Parking and Business Improvements 219,032.47
203 Off Highway Use 75,740.95
204 Community Facilities District 2020-1 302,246.08 205 Senior Citizen Memorial Trust 64,192.23
207 Landscape Assessment District 7,469,321.85
208 Blackhorse III (95-1) Assessment District 10,090.22 209 Blackhorse III (95-1) Assessment District 2 21,575.11 275 HCD Block Grant Fund 720,412.75
301 Park & Recreation Acquisition 7,393,231.76
304 Affordable Housing 1,009,880.56
305 Refuse Equipment Reserve 2,768,935.60
310 Special Street Deposit Fund 56,929,538.25
314 Housing Successor Agency 464,928.72
402 1976 Fire Bond Redemption 25,446.16
404 1976 Sewer Bond Redemption Fund 437,690.07
501 Community Sanitation Fund 15,917,219.96
502 Sewer Service Fund 39,586,640.60
504 Sewer Capital Projects-Users 253,581.88
506 Sewer Capital Projects-Developer 4,042,659.25
507 Water Service Fund 45,426,426.69
508 Water Capital Projects-Users 7,528,956.20
509 Water Capital Projects-Developer 14,668,767.12 515 Transit Fund 7,101,049.25
540 Planning & Development Services 16,367,995.68
601 Property & Liability Insurance 45,992.48
602 Fleet Maintenance 28,775,489.08
603 Employee Benefit Fund 18,904,421.76
604 General Government Services 26,192,192.87
605 Facilities Maintenance 4,668,176.67
606 Information Technology 6,357,921.10
701 Curb & Gutter Fund 172,908.17
703 Payroll Tax & Withholding Fund 1,092,411.90
712 Temperance/Barstow Assmt Dist (98-1) 81,529.77 713 Shepherd/Temperance Assmt Dist (2000-1) 5,994.52 715 Supp Law Enforcement Serv 15,642.28
716 Asset Forfeiture 513,262.14
720 Measure A-Public Safety Facility Tax 2,129.23
736 SA Admin Trust Fund 1,421.40
741 SA Debt Service Trust Fund (131,525.21)
747 Housing Successor Trust Fund 1,137.98
SUBTOTALS 334,766,206.26$
999 Invested Funds (331,935,807.48)
TOTAL 2,830,398.78$
Statement of Cash Balances
As of October 31, 2024
City of Clovis
ATTACHMENT 1
43 AGENDA ITEM NO. 8.

Balance of Investments Previous Month End 335,145,243.07 $ Time Certificates of Deposit Transactions
Investments 250,000.00
Withdrawals (250,000.00)
Total CD Changes 0.00
Other Changes
Government Securities 153,166.75
Local Agency Investment Fund 687,336.09
Municipal Securities 85,083.00
Corporate Securities 1,319.00
Sweep Account (4,136,340.43)
Total Other Changes (3,209,435.59)
Balance of Investments Current Month End 331,935,807.48$ Insured CD's 32,000,000.00
Government Securities 136,873,526.10
Corporation Securities 37,932,539.00
Local Agency Investment Fund 58,646,660.11
Municipal Securities 57,303,415.55
Sweep Account 9,179,666.72
Investment Total 331,935,807.48$
For the month of October 31, 2024
City of Clovis
Distribution of Investments
As of October 31, 2024
City of Clovis
Summary of Investment Activity
ATTACHMENT 2
44 AGENDA ITEM NO. 8.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
FHLB 5,000,000.00 4,999,549 11/15/2024 1.050%
FHLB 1,735,000.00 1,724,201 12/30/2024 0.500%
FNMA 2,000,000.00 1,976,503 2/24/2025 0.500%
FNMA 1,000,000.00 988,433 2/25/2025 0.520%
FHLB 1,000,000.00 988,588 2/27/2025 0.625%
FHLB 4,000,000.00 3,997,811 2/28/2025 1.750%
FAMCMTN 4,000,000.00 4,000,000 4/25/2025 2.750%
FAMCMTN 4,000,000.00 3,989,282 7/28/2025 0.750%
FHLB 5,000,000.00 5,000,000 8/28/2025 3.600%
FHLB 5,000,000.00 4,988,724 9/8/2025 0.600%
FHLB 980,000.00 917,459 11/25/2025 0.500%
FFCB 5,000,000.00 4,989,291 2/11/2026 0.580%
FHLB 4,000,000.00 3,975,494 2/24/2026 0.750%
FHLB 3,000,000.00 2,879,470 3/16/2026 0.790%
FHLB 5,000,000.00 4,987,485 9/28/2026 0.940%
FHLB 4,000,000.00 3,838,792 10/28/2026 1.150%
FHLB 6,000,000.00 5,995,045 11/24/2026 1.250%
FHLB 5,000,000.00 5,055,152 12/11/2026 2.125%
FHLB 4,500,000.00 4,272,833 2/24/2027 1.020%
FHLB 5,000,000.00 4,769,552 2/24/2027 1.020%
FHLB 4,000,000.00 3,855,845 2/26/2027 0.900%
FHLB 6,800,000.00 6,388,389 2/26/2027 0.900%
FHLB 5,700,000.00 5,565,912 2/26/2027 0.900%
FHLB 6,000,000.00 5,341,337 2/26/2027 1.000%
FHLB 4,000,000.00 4,000,000 3/8/2027 2.375%
FHLB 6,000,000.00 5,434,858 2/22/2028 0.830%
FHLB 400,000.00 363,770 2/25/2028 1.125%
FFCB 2,500,000.00 2,216,766 3/2/2028 1.000%
FHLB 3,000,000.00 1,976,280 3/10/2028 4.500%
FFCB 2,245,000.00 3,086,725 3/10/2028 1.000%
FFCB 700,000.00 640,598 3/22/2028 1.370%
FFCB 6,000,000.00 6,071,053 4/25/2028 3.875%
FFCB 5,500,000.00 5,395,682 4/27/2028 3.740%
FFCB 3,000,000.00 2,966,898 6/22/2028 4.470%
FFCB 3,000,000.00 2,709,458 7/13/2028 1.230%
FHLMC 1,000,000.00 883,466 7/27/2028 1.100%
FNMA 1,000,000.00 879,709 7/28/2028 1.000%
FHLB 1,000,000.00 904,484 8/4/2028 1.300%
FFCB 3,000,000.00 2,985,581 9/8/2028 4.750%
FHLMC 1,000,000.00 873,052 10/19/2028 1.000%
Government Maturities Exceeding One Year
As of October 31, 2024
City of Clovis
ATTACHMENT 3
45 AGENDA ITEM NO. 8.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
UC General Revenue Bonds 1,000,000.00 995,367.00 5/15/2025 3.050% Antelope Valley Comm Coll 750,000.00 742,504.50 8/1/2025 1.767% Chabot Las Positas Comm Coll 1,490,000.00 1,468,318.00 8/1/2025 0.880% Foothill De Anza Ref Bds 2021B 835,000.00 815,309.50 8/1/2025 0.906% San Dieguito USD GO Bonds 1,000,000.00 980,555.00 8/1/2025 1.661% Santa Ana Coll Improv Dist 250,000.00 245,689.50 8/1/2025 0.744% Orange County Water Dist 900,000.00 884,478.00 8/15/2025 2.095% San Jose Ca Taxable Series B 2,355,000.00 2,318,541.50 9/1/2025 2.450% LA CUSD GO Bonds 1,000,000.00 1,003,599.00 7/1/2026 1.455% Chabot Las Positas Comm Coll 3,505,000.00 3,387,363.00 8/1/2026 1.080% Chaffey Joint Union HS 1,565,000.00 1,537,872.50 8/1/2026 2.475% Huntington Beach Union HS 3,305,000.00 3,210,746.00 8/1/2026 1.208% Placentia Yorba Linda USD 1,110,000.00 1,075,630.00 8/1/2026 1.070% San Diego Comm Coll Dist 470,000.00 463,723.00 8/1/2026 2.299% San Ramon Valley CUSD 2,125,000.00 2,125,000.00 8/1/2026 1.147% Sonoma County Jr Coll Dist 2,000,000.00 1,964,391.00 8/1/2026 2.447% San Diego Pub Facilities Dist 1,625,000.00 1,577,795.00 10/15/2026 1.812% California St Univ Taxable 2021B 2,500,000.00 2,348,046.00 11/1/2026 1.142% El Dorado Irrigation Dist 1,175,000.00 1,131,283.00 3/1/2027 1.687% Rancho Santiago CC Ref 2020 335,000.00 2,210,297.50 3/1/2027 1.106% UC Taxable Gen Bds 2020 B 2,385,000.00 556,844.00 5/15/2027 1.316% El Monte HSD Taxable Ref 2021 600,000.00 2,073,277.00 6/1/2027 1.326% LA Dept Wtr Pwr Rev Bonds 2010C 2,000,000.00 983,930.00 7/1/2027 5.516% Colton CA USD Ref Bonds 2020 1,060,000.00 842,298.00 8/1/2027 1.603% Contra Costa Comm College Dist 880,000.00 233,005.00 8/1/2027 2.163% Corona Norco USD Ref Bond 2019 250,000.00 501,847.00 8/1/2027 2.297% Foothill De Anza CC Taxable 2021 540,000.00 1,007,174.00 8/1/2027 1.473% Fremont USD Alameda County 1,100,000.00 1,110,113.00 8/1/2027 1.113% Fremont USD Taxable Ref 2021 1,140,000.00 324,560.80 8/1/2027 2.000% Marin County Comm Coll 2016 335,000.00 260,317.00 8/1/2027 3.330% Mount San Antonio CC 2021 285,000.00 382,580.75 8/1/2027 1.139% Mount San Antonio Comm Coll 405,000.00 2,930,593.00 8/1/2027 2.329% Saddleback Valley USD 3,000,000.00 562,677.00 8/1/2027 2.400% San Diego CCD Taxable 2019 590,000.00 1,348,119.00 8/1/2027 2.407% San Ramon Valley CUSD 1,435,000.00 988,556.00 8/1/2027 1.440% Santa Monica Comm College Dist 1,000,000.00 426,167.50 8/1/2027 3.415% Sierra CA CCD 2021A Ref 465,000.00 183,052.00 8/1/2027 1.129% William Hart USD 2020 Ref 200,000.00 306,036.50 8/1/2027 1.174% San Jose Ca Taxable Series B 910,000.00 865,389.00 9/1/2027 2.600% Soquel Creek Wtr Ref 2020 545,000.00 500,112.50 3/1/2028 1.445% Gardena Calif Pension Obligation 1,000,000.00 921,413.00 4/1/2028 2.663% Beverly Hills Taxable Ref 2020B 635,000.00 577,066.50 6/1/2028 1.514% California Health Facs Fing Au 760,000.00 722,522.00 6/1/2028 3.378% Alameda Cnty Calif 540,000.00 523,292.00 8/1/2028 3.519% Desert CA Cmnty College 1,000,000.00 923,402.00 8/1/2028 2.023% Long Beach Calif Cmnty 730,000.00 676,670.00 8/1/2028 2.337% Redondo Beach CA Uni Bond 2018 675,000.00 595,019.00 8/1/2028 1.430% San Ramon Valley CA 1,820,000.00 1,646,892.00 8/1/2028 1.670% Santa Ana College Impt 1,500,000.00 1,337,646.00 8/1/2028 1.320% Santa Clarita Calif Cmnty 1,000,000.00 907,868.00 8/1/2028 1.563% William Hart High 1,000,000.00 902,434.00 8/1/2028 1.429% Yosemite Calif Cmnty College 750,000.00 696,033.00 8/1/2028 2.210% City of Clovis
Municipal Maturities Exceeding One Year
As of October 31, 2024
ATTACHMENT 3
46 AGENDA ITEM NO. 8.

Investment
Balance At Stated
Institution Face Value Amortized Cost Maturity Rate
Duke Energy Carolinas LLC 2,000,000.00 1,956,248.00 11/15/2028 3.950% Toyota MTR Cr Corp 2,000,000.00 1,993,156.00 1/5/2029 4.350% Procter & Gamble Co 2,000,000.00 1,995,371.00 1/29/2029 4.650% Texas Instrument Inc 2,000,000.00 1,993,107.00 2/8/2029 4.600% Air Products and Chemicals 2,000,000.00 2,008,488.00 2/8/2029 4.600% Cummins Inc 2,000,000.00 2,028,308.00 2/20/2029 4.900%
Bristol-Myers Squibb Co 2,000,000.00 2,003,632.00 2/22/2029 4.900% Astrazeneca Finance LLC 2,000,000.00 1,983,979.00 2/26/2029 4.850% Cisco Sys Inc. 2,000,000.00 2,017,515.00 2/26/2029 4.850% Caterpillar Finl 2,000,000.00 2,018,458.00 2/27/2029 4.850% Merck Co Inc. 2,000,000.00 1,910,609.00 3/7/2029 3.400% Blackrock Fund Inc. 2,000,000.00 2,008,769.00 3/14/2029 4.700% Adobe Inc 2,000,000.00 2,009,463.00 4/4/2029 4.800%
Home Depot Inc. 2,000,000.00 1,992,856.00 4/15/2029 4.900% United Health Group 2,000,000.00 1,973,210.00 4/15/2029 4.700% Glaxosmithkline Capital 2,000,000.00 1,898,040.00 6/1/2029 3.375% John Deere Capital 2,000,000.00 2,012,055.00 6/11/2029 4.850% Citibank NA 2,000,000.00 2,040,975.00 8/6/2029 4.838%
Honeywell Intl Inc 2,000,000.00 2,088,300.00 9/1/2029 4.875% City of Clovis
Corporate Maturities Exceeding One Year
As of October 31, 2024
ATTACHMENT 3
47 AGENDA ITEM NO. 8.

TO: Mayor and City Council
FROM: General Services
DATE: April 14, 2025
SUBJECT: General Services – Approval – Res. 25-___, Authorizing the Execution of the Certificates and Assurances and Authorized Agent Forms for the Low Carbon Transit Operations Program (LCTOP) and Submittal of One (1) Project for Fiscal Year 2024-2025.

ATTACHMENTS: 1. Resolution 25-___

2. Authorized Form and Certifications and Assurances

RECOMMENDATION
For the City Council to approve a resolution authorizing the execution of the Certificates and Assurances and Authorized Agent Forms for the Low Carbon Transit Operations Program (LCTOP) and submittal of one (1) project for fiscal year 2024-25.

EXECUTIVE SUMMARY
The City of Clovis has been eligible for annual allocations of Low Carbon Transit Operations Program (LCTOP) funds since FY 2014-2015. At least 50% of the funds must be spent in a manner which provides a direct, meaningful, and assu red benefit to the designated disadvantaged communities. According to the California Air Resource s Board (CARB) CalEnviroScreen Tool 4.0, the disadvantaged areas in the City of Clovis are bordered by Clovis Avenue to the east, Gettysburg Avenue to the south, Winery Avenue to the west (south of Bullard Avenue), Villa Avenue to the west (between Herndon Avenue and Bullard Avenue), and Herndon Avenue to the north (to Fowler Avenue), and Fowler Avenue to the east (to Ashlan Avenue).

The California Department of Transportation, Caltrans, administers the LCTOP project funding and requires a City Council approved resolution (Attachment 1). The resolution authorizes the Deputy General Services Director to oversee and execute all required documentation for the LCTOP proposed project. The LCTOP FY2024-25 allocation is $365,260 and will be applied to one (1) project. This project is on a cumulative allocation to support bus stop improvements for newly expanded routes. The total project cost is estimated at $1,076,000 and it will be funded through LCTOP and STA funds. LCTOP will fund most of the cost at $1,010,599 and the remaining cost of $65,401 will be subsidized with Transportation Development Act (TDA) STA reserve funds.

48 AGENDA ITEM NO. 9.

BACKGROUND
LCTOP is one of several programs under the Transit, Affordable Housing, and Sustainable Communities Program, established by the California Legislature in 2014 by SB 862. Funding for the LCTOP is appropriated from the Greenhouse Gas Reduction Fund, and the City of Clovis receives funding on a formulaic basis. This program was created to provide operating and capital assistance for transit agencies to reduce greenhouse gas emissions (GHG) and improve mobility with an emphasis on servin g disadvantaged communities. At least 50% of the funds must be spent in a manner which provides direct, meaningful, and assured benefit to the designated disadvantaged areas. In Clovis, these disadvantaged areas, as identified by the California Air Resources Board (CARB) using the CalEnviroScreen 4.0 Tool, are bordered by Clovis Avenue to the east, Gettysburg Avenue to the south, Winery Avenue to the west (south of Bullard Avenue), Villa Avenue to the west (between Herndon Avenue and Bullard Avenue), and Herndon Avenue to the north (to Fowler Avenue), and Fowler Avenue to the east (to Ashlan Avenue).

Caltrans administers the LCTOP project funding and the required reporting. Caltrans requires a City Council approved resolution designating and authorizing a City staff member to execute the Certifications and Assurances , manage all reporting requirements, and oversee the LCTOP proposed project (Attachment 2 ). T he resolution designates the Deputy General Services Director to execute the Certificates and Assurances along with other reporting documentation.

The resolution also includes the approval of one (1) project for the FY 202 4-2025 LCTOP allocation request. The projected FY 202 4-2025 allocation of $365,260 will be combined with prior LCTOP funding for a multi -year bus stop improvement project. This multi-year project is expected to cost $1,076,000. Expenditures will be subsidized with a total of $1,010,599 LCTOP funds and offset by TDA STA reserve funds in the amount of $65,401. This project includes the purchase of bus stop furniture and installation of the bus shelters, seating areas, and required land/concrete adjustments to meet ADA requirements.

The bus stop improvements will support the fixed route bus system by facilitating travel for the community to enjoy the newly designed and expanded routes, which are expected to be operational by December 2025. During summer and winter months it can be challengi ng for passengers to utilize transit if the appropriate amenities are not available. This project will include bus shelters, appropriate seating, and be ADA compliant, offering passengers protection from inclement weather conditions. Bus stop improvements will ease the utilization of Clovis Transit’s newly expanded routes, increasing ridership, reducing vehicle miles traveled; thus, improving air quality for disadvantaged communities in Clovis and Fresno County.

FISCAL IMPACT
The fiscal impact is revenue from the FY2024-25 LCTOP allocation in the amount of $365,260.

Funding from FY2024-25 will be combined with prior year funding amounts for a multi -year bus stop improvement project. This project cost is estimated at $1,076,000 and will be funded with LCTOP funds in the amount of $1,010,599 and TDA STA reserve funds of $65,401.

49 AGENDA ITEM NO. 9.

REASON FOR RECOMMENDATION
The resolution and Certifications and Assurances documents are required by Caltrans for LCTOP funding to be awarded for a proposed project. The multi -year project is for bus stop improvements to support the newly expanded routes. The community will benefit from these additional bus stop shelters during inclement weather conditions. The added amenities will motivate individuals to take advantage of our newly expanded fixed route transit service.

ACTIONS FOLLOWING APPROVAL
Staff will submit a copy of the resolution and the signed Certifications and Assurances documents to Caltrans. The Deputy General Services Director will continue to apply for the LCTOP annual funding and will complete the necessary program reporting and do cumentation requirements.

CONFLICT OF INTEREST
None.

Prepared by: Susanna Herrera, Management Analyst

Reviewed by: City Manager AH

50 AGENDA ITEM NO. 9.

ATTACHMENT 1
RESOLUTION 25-__

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS

APPROVING AUTHORIZATION FOR THE EXECUTION OF THE CERTIFICATIONS AND

ASSURANCES AND AUHTORIZED AGENT FORMS FOR THE LOW CARBON TRANSIT OPERATIONS PROGRAM (LCTOP) FOR THE FOLLOWING PROJECT: BUS STOP IMPROVEMENTS FOR $365,260

WHEREAS, the City of Clovis is an eligible project sponsor and may receive state funding from the Low Carbon Transit Operations Program (LCTOP) for transit projects; and

WHEREAS, the statutes related to state-funded transit projects require a local or regional implementing agency to abide by various regulations; and

WHEREAS, Senate Bill 862 (2014) named the Department of Transportation (Department) as the administrative agency for the LCTOP; and

WHEREAS, the Department has developed guidelines for the purpose of administering and distributing LCTOP funds to eligible project sponsors (local agencies); and

WHEREAS, the City of Clovis wishes to delegate authorization to execute these documents and any amendments thereto to the Deputy General Services Director; and

WHEREAS, the City of Clovis wishes to implement the following LCTOP project listed above.

NOW, THEREFORE, BE IT RESOLVED, that the City of Clovis agrees to comply with all conditions and requirements set forth in the Certification and Assurances and the Authorized Agent documents and applicable statutes, regulations and guidelines for all LCTOP funded transit projects.

NOW, THEREFORE, BE IT FURTHER RESOLVED, that the Deputy General Services Director be authorized to execute all required documents of the LCTOP Program and any Amendments thereto with the California Department of Transportation.

NOW, THEREFORE, BE IT FURTHER RESOLVED, the City of Clovis City Council hereby authorizes the submittal of the following project nomination and allocation request t o the Department in FY2024-25 LCTOP funds: Bus Stop Improvements for $365,260.

* * * * *

51 AGENDA ITEM NO. 9.

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on April 14, 2025, by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: April 14, 2025

______________________________ ______________________________ Mayor City Clerk

52 AGENDA ITEM NO. 9.

FY 2024-2025 LCTOP
Authorized Agent

AS THE General Services Director
(Chief Executive Officer/Director/President/Secretary)
OF THE City of Clovis
(Name of County/City/Transit Organization)

I hereby authorize the following individual(s) to execute for and on behalf of the named Regional Entity/Transit Operator, any actions necessary for the purpose of obtaining Low Carbon Transit Operations Program (LCTOP) funds provided by the California Department of Transportation, Division of Local Assistance. I understand that if there is a change in the authorized agent, the project sponsor must submit a new form. This form is required even when the authorized agent is the executive authority himself. I understand the Board must provide a resolution approving the Authorized Agent. The Board Resolution appointing the Authorized Agent is attached.

Bethany Berube, Deputy General Services Director OR
(Name and Title of Authorized Agent)
Click here to enter text. OR
(Name and Title of Authorized Agent)
Click here to enter text. OR
(Name and Title of Authorized Agent)
Click here to enter text. OR
(Name and Title of Authorized Agent)

Amy Hance General Services Director
(Print Name) (Title)

(Signature)

Approved this 15
day
of April , 2025

ATTACHMENT 2
53 AGENDA ITEM NO. 9.

FY 2024-2025 LCTOP

Certifications and Assurances
Lead Agency: City of Clovis
Project Title: Bus Stop Improvements
Prepared by: Susanna Herrera

The California Department of Transportation (Caltrans) has adopted the following Certifications and Assurances for the Low Carbon Transit Operations Program (LCTOP).

As a condition of the receipt of LCTOP funds, Lead Agency must comply with these terms and conditions.

A. General

1. The Lead Agency agrees to abide by the current LCTOP Guidelines and applicable legal requirements.

2. The Lead Agency must submit to Caltrans a signed Authorized Agent form designating the representative who can submit documents on behalf of the project sponsor and a copy of the board resolution appointing the Authorized Agent.

B. Project Administration

1. The Lead Agency certifies that required environmental documentation is complete before requesting an allocation of LCTOP funds. The Lead Agency assures that projects approved for LCTOP funding comply with Public Resources Code § 21100 and § 21150.

2. The Lead Agency certifies that a dedicated bank account for LCTOP funds only will be established within 30 days of receipt of LCTOP funds.

3. The Lead Agency certifies that when LCTOP funds are used for a transit capital project, that the project will be completed and remain in operation for its useful life.

4. The Lead Agency certifies that it has the legal, financial, and technical capacity to carry out the project, including the safety and security aspects of that project.

5. The Lead Agency certifies that they will notify Caltrans of pending litigation, dispute, or negative audit findings related to the project, before receiving an allocation of funds.

6. The Lead Agency must maintain satisfactory continuing control over the use of project equipment and facilities and will adequately maintain project equipment and facilities for the useful life of the project.

7. Any interest the Lead Agency earns on LCTOP funds must be used only on approved LCTOP projects.
54 AGENDA ITEM NO. 9.

FY 2024-2025 LCTOP

8. The Lead Agency must notify Caltrans of any changes to the approved project with a Corrective Action Plan (CAP).

9. Under extraordinary circumstances, a Lead Agency may terminate a project prior to completion. In the event the Lead Agency terminates a project prior to completion, the Lead Agency must (1) contact Caltrans in writing and follow-up with a phone call verifying receipt of such notice; (2) pursuant to verification, submit a final report indicating the reason for the termination and demonstrating the expended funds were used on the intended purpose; (3) submit a request to reassign the funds to a new project within 180 days of termination.

C. Reporting

1. The Lead Agency must submit the following LCTOP reports:
a. Annual Project Activity Reports October 30th each year.

b. A Close Out Report within six months of project completion.

c. The annual audit required under the Transportation Development Act (TDA), to verify receipt and appropriate expenditure of LCTOP funds. A copy of the audit report must be submitted to Caltrans within six months of the close of the year (December 31) each year in which LCTOP funds have been received or expended.

d. Project Outcome Reporting as defined by CARB Funding Guidelines.

e. Jobs Reporting as defined by CARB Funding Guidelines.

2. Other Reporting Requirements: CARB develops and revises Funding Guidelines that will include reporting requirements for all State agencies that receive appropriations from the Greenhouse Gas Reduction Fund. Caltrans and project sponsors will need to submit reporting information in accordance with CARB’s Funding Guidelines, including reporting on greenhouse gas reductions and benefits to disadvantaged communities.

D. Cost Principles

1. The Lead Agency agrees to comply with Title 2 of the Code of Federal Regulations 225 (2 CFR 225), Cost Principles for State and Local Government, and 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.

2. The Lead Agency agrees, and will assure that its contractors and subcontractors will be obligated to agree, that:
a. Contract Cost Principles and Procedures, 48 CFR, Federal Acquisition Regulations System, Chapter 1, Part 31, et seq., shall be used to determine the allow ability of individual project cost items and

55 AGENDA ITEM NO. 9.

FY 2024-2025 LCTOP
b. Those parties shall comply with Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments. Every sub-recipient receiving LCTOP funds as a contractor or sub-contractor shall comply with
Federal administrative procedures in accordance with 2 CFR, Part 200, Uniform Administrative Requirements for Grants and Cooperative Agreements to State and Local Governments.

3. Any project cost for which the Lead Agency has received funds that are determined by subsequent audit to be unallowable under 2 CFR 225, 48 CFR, Chapter 1, Part 31 or 2 CFR, Part 200, are subject to repayment by the Lead Agency to the State of California (State). All projects must reduce greenhouse gas emissions, as required under Public Resources Code section 75230, and any project that fails to reduce greenhouse gases shall also have its project costs submit to repayment by the Lead Agency to the State. Should the Lead Agency fail to reimburse moneys due to the State within thirty (30) days of demand, or within such other period as may be agreed in writing between the Parties hereto, the State is authorized to intercept and withhold future payments due the Lead Agency from the State or any third-party source, including but not limited to, the State Treasurer and the State Controller.

A. Record Retention

1. The Lead Agency agrees and will assure that its contractors and subcontractors shall establish and maintain an accounting system and records that properly accumulate and segregate incurred project costs and matching funds by line item for the project.

The accounting system of the Lead Agency, its contractors and all subcontractors shall conform to Generally Accepted Accounting Principles (GAAP) and enable the determination of incurred costs at interim points of completion. All accounting records and other supporting papers of the Lead Agency, its contractors and subcontractors connected with LCTOP funding shall be maintained for a minimum of three (3) years after the “Project Closeout” report or final Phase 2 report is submitted (per CARB Funding Guidelines, Vol. 3, page 3.A-16), and shall be held open to inspection, copying, and audit by representatives of the State and the California State Auditor.

Copies thereof will be furnished by the Lead Agency, its contractors, and subcontractors upon receipt of any request made by the State or its agents. In conducting an audit of the costs claimed, the State will rely to the maximum extent possible on any prior audit of the Lead Agency pursuant to the provisions of federal and State law. In the absence of such an audit, any acceptable audit work performed by the Lead Agency’s external and internal auditors may be relied upon and used by the State when planning and conducting additional audits.

2. For the purpose of determining compliance with Title 21, California Code of Regulations, Section 2500 et seq., when applicable, and other matters connected with 56 AGENDA ITEM NO. 9.

FY 2024-2025 LCTOP
the performance of the Lead Agency’s contracts with third parties pursuant to Government Code § 8546.7, the project sponsor, its contractors and subcontractors and the State shall each maintain and make available for inspection all books, documents, papers, accounting records, and other evidence pertaining to the performance of such contracts, including, but not limited to, the costs of administering those various contracts. All of the above referenced parties shall make such materials available at their respective offices at all reasonable times during the entire project period and for three (3) years from the date of final payment. The State, the California State Auditor, or any duly authorized representative of the State, shall each have access to any books, records, and documents that are pertinent to a project for audits, examinations, excerpts, and transactions, and the Lead Agency shall furnish copies thereof if requested.

3. The Lead Agency, its contractors and subcontractors will permit access to all records of employment, employment advertisements, employment application forms, and other pertinent data and records by the Civil Rights Department, or any other agency of the State of California designated by the State, for the purpose of any investigation to ascertain compliance with this document.

F. Special Situations
Caltrans may perform an audit and/or request detailed project information of the project sponsor’s LCTOP funded projects at Caltrans’ discretion at any time prior to the completion of the LCTOP.

I certify all these conditions will be met.

Bethany Berube Deputy General Services Director
(Print Authorized Agent) (Title)

(Signature) (Date)

57 AGENDA ITEM NO. 9.

TO: Mayor and City Council
FROM: General Services
DATE: April 14, 2025
SUBJECT: General Services – Approval – Res. 25-___, Approving and Setting Forth Allocation Requirements of Fresno Coun cil of Governments for the Transit and Intercity Rail Capital Program (TIRCP) and Zero Emission Transit Capital Program (ZETCP).

ATTACHMENTS: 1. Resolution 25-___

RECOMMENDATION
For the City Council to approve a resolution approving and setting forth allocation requirements of Fresno Council of Governments (FCOG) for the Transit and Intercity Rail Capital Program (TIRCP) and Zero Emission Transit Capital Program (ZETCP).

EXECUTIVE SUMMARY
Senate Bill (SB) 125 (Chapter 54, Statutes of 2023) created the Zero Emission Transit Capital Program (ZETCP) and provided direction for the funding appropriated in the Budget Act of 2023 as amended in the Budget Act of 2024 to include TIRCP formula-based funds, creating specific categories for funding to be allocated to Regional Transportation Planning Agencies (RTPAs) and passed through to local transit operators. FCOG has been identified as the RTPA, who are responsible for administering and overseeing SB 125 funding under TIRCP and ZETCP for the transit providers in the region.

The City of Clovis is eligible to receive SB 125 funds to support Phase 1 and Phase 3 of the construction of a new Clovis Transit Operations Center. The City will receive a total of $14,990,458 of SB 125 funding for four fiscal years (FY2023/24 through FY2026/27); TIRCP will fund $12,890,942 and $2,099,516 from ZETCP. FCOG is requesting an approved resolution by City Council for the allocation requirements for the acceptance of the TIRCP and ZETCP funds.

Clovis will receive its first allocation in FY2024/25 in the amount of $7,169,804 which includes $6,437,310 from TIRCP and $732,494 from ZETCP.

BACKGROUND
In 2014 the Transit and Intercity Rail Capital Program (TIRCP) was created by Senate Bill (SB) 862 and modified by SB 9 in 2015 to provide grants from the Greenhouse Gas Reduction Fund (GGRF) to fund transformative capital improvements that will modernize California’s intercity, 58 AGENDA ITEM NO. 10.
commuter, urban rail systems, and bus and ferry transit systems to reduce emission of greenhouse gases, vehicle miles traveled, and congestion. The State Department of Transportation (CALSTA) administer s the TIRCP program. CALSTA offers competitive grant opportunities for projects that support the improvement of greenhouse gas emission s. In 2023, SB 102 and SB 125 created the Zero Emission Transit Capital Program (ZETCP) and provided direction for the appropriated funding. The Budget Acts of 2023 and 2024 created specific categories for funding to be allocated to Regional Transportation Planning Agencies (RTPAs) and passed through to local transit operators in their region. TIRCP funds will now be issued formula based to transit agencies throughout California for capital or operations assistance.

Fresno Council of Government s (FCOG) is the RTPA for Fresno County. As the designated RTPA, FCOG is responsible for administering and dispersing allocations, as well as overseeing and meeting reporting requirements under SB 125. CALSTA required RTPAs to submit a list of project proposals for the total allocation for their region. On August 22, 2024, CALSTA approved FCOG’s allocation of $119,707,058 for four fiscal years (FY 2023/24 through FY 2026/27) of the program and authorized the initial disbursement of $51,406, 113 for the first year of TIRCP and $6,249,069 for two fiscal years (FY 2023/24 and FY 2024/25) of ZETCP. CALSTA will make subsequent program disbursements to FCOG subject to their adopted policy and guidelines.

Under the FCOG’s project proposals for SB 125 funding the City of Clovis submitted one capital project, Clovis Transit Operations Center (Phase 1 and Phase 3). Clovis Transit will require a new transit operations center to support the transition and conversion of its existing fleet to meet the California Air Resource Board (CARB) I nnovative Clean Transit (ICT) regulation . This new operations center will also support the expansi on and development of the City, forecasting the need for additional transit services for city residents. Clovis will utilize SB 125 funding to support Phase 1 in the purchase of land for the construction of the new Clovis Transit Operations Center and in Phase 3 the purchase and installation of zero emission infrastructure for zero emission vehicles. TIRCP formula funds will provide $12,890,942 towards Phase 1 and ZETCP funds will support Phase 3 with $2,099,516 for a total of $14,990,458.

FCOG will issue the first installment to the City in the amount of $ 7,169,804 which includes $6,437,310 from TIRCP and $732 ,494 from ZETCP. FCOG requires a City Council approved resolution before funds can be disbursed in June 2025 . The resolution include s specifications for the City to deposit funds into an interest-bearing account and follow program requirements specified, including reporting , under the final guidelines dated January 10, 2025 , by CALSTA Budget Act 2024 for SB 125 formula based TIRCP and ZETCP.

FISCAL IMPACT
The City will receive $7,169,804 in revenues for FY 2024/25 for TIRCP and ZETCP . Revenue amounts will be placed into an interest-bearing account and interest earned must be recorded and monitored.

REASON FOR RECOMMENDATION
FCOG requires recipients of SB 125 funding to submit a City Council approved resolution for the disbursement of the first allocation. The first allocation amount will be $7,169,804 and will be placed into an interest-bearing account affording additional funds for the Clovis Transit 59 AGENDA ITEM NO. 10.

Operations Center Project. The construction of a new facility will be expensive to build and will require multiple funding sources to support it s completion. SB 125 funds will support the local match requirements for other grant opportunities. By committing over $14 million to the project, Clovis will demonstrate a vested interest, making it more competitive for additional funding sources. This new transit operations center will also support the transition of our transit fleet to meet CARB ICT regulations, improve regional air quality, and enhance transit services across all areas of Clovis within our sphere of influence.

ACTIONS FOLLOWING APPROVAL
Staff will submit a copy of the approved resolution to FCOG for allocation disbursement. Finance staff will deposit revenue into an interest-bearing account, record and monitor funds, and interest earned.

CONFLICT OF INTEREST
None.

Prepared by: Susanna Herrera, Management Analyst

Reviewed by: City Manager AH

60 AGENDA ITEM NO. 10.

ATTACHMENT 1
RESOLUTION 25-___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS

APPROVING AND SETTING FORTH ALLOCATION REQUIREMENTS OF FRESNO

COUNCIL OF GOVERNMENTS FOR THE TRANSIT AND INTERCITY RAIL CAPITAL

PROGRAM (TIRCP) AND ZERO EMISSION TRANSIT CAPITAL PROGRAM (ZETCP)

WHEREAS, the Transit and Intercity Rail Capital Program (TIRCP) was created by Senate Bill (SB) 862 (Chapter 36 , Statutes of 2014) and modified by SB9 (Chapter 710, Statutes of 2015) to provide grants from the Greenhouse Gas Reduction Fund (GGRF) to fund transformative capital improvements that will modernize California’s intercity, commuter, and urban rail systems, and bus and ferry transit systems, to significantly reduce emission of greenhouse gases, vehicle miles traveled, and congestion; and

WHEREAS, SB 102 (Chapter 38, Statutes of 2023) and SB 125 (Chapter 54, Statutes of 2023) created the Zero Emission Transit Capital Program (ZETCP) and provided direction with regards to the funding appropriated in the Budget Act of 2023 as amended in the Budget Act of 2024 creating specific categories for funding to be allocated to Regional Transportation Planning Agencies (RTPAs) and passed on to local transit operators; and

WHEREAS, the State Department of Transporta tion (CALSTA), provided guidance, Budget Act of 2024 SB125 Formula -Based Transit and Intercity Rail Capital Program & Zero Emission Transit Capital Final Guidelines, dated January 10, 2025; and

WHEREAS, those guidelines are subject to future modifications by CALSTA; and

WHEREAS, Fresno Council of Governments (FCOG) is the RTPA designated by the Governor for the Fresno County Region; and

WHEREAS, FCOG recognizes the City of Clovis (Clovis Transit), as a public transit operator in Fresno County eligible to receive TIRCP and ZETCP GGRF, and ZETCP Public Transit Account (PTA) funding pursuant to SB125; and

WHEREAS, on August 22, 2024, CALSTA approved an allocation of $119,707,058 across all fiscal years of the program to support the projects attached to this resolution (Attachment 1A) and authorized initial disbursement of $51 ,406,113 representing the first year of TIRCP (FY 2023-24) and $6,249,069 ZETCP (FY 2023-24 and FY 2024-25); and

WHEREAS, CALSTA will make subsequent program disbursements to FCOG subject to their adopted policy and guidelines; and
61 AGENDA ITEM NO. 10.

WHEREAS, FCOG will make disbursements to eligible Transit Operators in compliance with this resolution based on the CALSTA approved Allocation and deposits received.

NOW THEREFORE BE IT RESOLVED, that the City of Clovis (Clovis Transit) adopts this resolution, agreeing to covenants herein;

1. City of Clovis shall deposit program proceeds received from FCOG in a dedicated interest-bearing account, report interest earnings to FCOG, and receive authorization prior to spending interest on an approved project.

2. City of Clovis shall carry the unspent balance of program proceeds and interest earnings in a deferred revenue account until expended on an approved project.

3. City of Clovis shall spend program proceeds received from FCOG only on approved projects per the adopted guidelines.

4. City of Clovis shall adhere to requirements in the adopted guidelines, CALSTA Budget Act of 2024 SB125 Formula -Based Transit and Intercity Rail Capital Program & Zero Emission Transit Capital Final Guidelines, dated January 10, 2025, or subsequent revisions as made by CALSTA.

5. City of Clovis shall provide program reporting per a template designed by FCOG in conjunction with CALSTA requirements.

6. The State of California and FCOG retain the right to review project documents and conduct audits during project implementation and over the life of the project.

* * * * *
The foregoing resolution was introduced and adopted at a regular meeting of th e City Council of the City of Clovis held on April 14, 2025, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: April 14, 2025

______________________________ ______________________________ Mayor City Clerk
62 AGENDA ITEM NO. 10.

TO: Mayor and City Council
FROM: General Services
DATE: April 14, 2025
SUBJECT: General Services – Approval – Res. 25-___, Adopting the FY 2025 -26 Consolidated Transportation Service Agency (CTSA) Operations and Program Budget (OPB) for Round Up Transit Services.

ATTACHMENTS: 1. Resolution 25-____

2. CTSA OPB FY 2025-26 – Final OPB

RECOMMENDATION
For the City Council to approve a resolution adopting the FY 2025-26 Consolidated Transportation Service Agency (CTSA) Operations and Program Budget (OPB) for Round Up Transit services.

EXECUTIVE SUMMARY
The Consolidated Transportation Service Agency (CTSA) Operations and Program Budget (OPB) is a planning document required to maintain compliance with Public Utilities Code regulations to secure Transportation Development Act (TDA) funds for designated CTSAs. The document is revised annually as required.

BACKGROUND
The development of the CTSA Operations and Program Budget (OPB) for the Clovis Urban Area, Fresno Metropolitan Area, Rural Fresno County, and the City of Clovis has been a collaborative effort with Fresno Council of Governments (FCOG).

The OPB is intended to serve the following purposes:

1. Provide a program of operations, including an implementation schedule for new or modified services, and a program budget for the Clovis CTSA coordinated and consolidated social service transportation services for the program year beginning July 1, 202 5, through June 30, 2026.

2. Serve as a resource document for local elected officials, social service agencies, and citizens.

63 AGENDA ITEM NO. 11.

3. Demonstrate the CTSA’s compliance wit h Section 99275.5 of the Public Utilities Code concerning Transportation Development Act (TDA) Local Transportation Fund (LTF) Article

4.5 claim evaluation criteria and required findings, and with the Fresno Council of Governments Assembly Bill 120 Action Plan.

Document efforts to improve coordination and consolidation of social services transportation services in order to meet state regulations

FISCAL IMPACT
None.

REASON FOR RECOMMENDATION
As a designated CTSA, the City of Clovis is required to prepare the OPB annually to comply with Section 99275.5 of the Public Utilities Code concerning the Transportation Development Act (TDA) Local Transportation Funds (LTF) Article 4.5 claim criteria and required productivity findings.

ACTIONS FOLLOWING APPROVAL
Attach Resolution 25-___ in the Clovis section of the CTSA document and file finalized document with the Fresno Council of Governments (FCOG).

CONFLICT OF INTEREST
None.

Prepared by: Nick Chin, Transit Manager

Reviewed by: City Manager AH

64 AGENDA ITEM NO. 11.

ATTACHMENT 1
RESOLUTION 25-___

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CLOVIS
APPROVING THE ADOPTION OF THE CTSA’S OPERATIONS AND PROGRAM

BUDGET (OPB) FOR CLOVIS TRANSIT ROUND UP SERVICES

WHEREAS, the Fresno Council of Governments (FCOG) has separately designated the Clovis Transit Round Up Service as a Consolidated Transportation Services Agency (CTSA); and

WHEREAS, the document has been prepared in cooperation with Fresno Area Express (FAX), Clovis Transit, and the Fresno County Rural Transit Agency (FCRTA); and

WHEREAS, Clovis Transit has prepared, under contract, the FY 202 5-2026 “Operations Program and Budget for the Clovis CTSA”; and

WHEREAS, the document has been prepared in conjunction with the annual performance evaluation process, the Short Range Transit Plans and Public Transit Budgets; and

WHEREAS, said document has been reviewed during the past forty-five (45) days.

NOW THEREFORE BE IT RESOLVED, that the City of Clovis does hereby adopt the “Operations and Program Budget for the Clovis CTSA 202 5-2026” as the basis for its continued responsibility as the designated CTSA for the City of Clovis.

* * * * *

The foregoing resolution was introduced and adopted at a regular meeting of the City Council of the City of Clovis held on April 14, 2025, by the following vote, to wit.

AYES:

NOES:

ABSENT:

ABSTAIN:

DATED: April 14, 2025

______________________________ ______________________________ Mayor City Clerk

65 AGENDA ITEM NO. 11.

ATTACHMENT 2

CONSOLIDATED TRANSPORTATION SERVICE AGENCY

OPERATIONS PROGRAM AND BUDGET

FOR FISCAL YEAR 2025 - 26

CLOVIS URBAN AREA

Date: May 2025

SUBMITTED TO

THE FRESNO COUNCIL OF GOVERNMENTS

PREPARED BY

CITY OF CLOVIS

THE CLOVIS CONSOLIDATED TRANSPORTATION SERVICE AGENCY

785 3rd Street
Clovis, CA 93612
Phone: 559-324-2760

66 AGENDA ITEM NO. 11.

TABLE OF CONTENTS

CLOVIS URBAN CTSA................................................................................................ 1 INTRODUCTION.......................................................................................................... 1

GOALS, OBJECTIVES & POLICIES FOR CTSA - STATE & REGIONAL.................. 2

GOALS, OBJECTIVES & STANDARDS FOR THE LOCAL CLOVIS CTSA............... 4 GOAL 1 Service Level................................................................................................. 4 GOAL 2 Service Quality.............................................................................................. 5 GOAL 3 Service Productivity....................................................................................... 5 GOAL 4 System Image................................................................................................ 6

OVERVIEW................................................................................................................. 7 DESCRIPTION OF EXISTING PARATRANSIT SERVICE......................................... 9

ANNUAL PRODUCTIVITY TRENDS......................................................................... 14 FISCAL YEAR EST. 2024-2025 BUDGET FOR THE CLOVIS CTSA....................... 15 FISCAL YEAR PROJ. 2025-2026 BUDGET FOR THE CLOVIS CTSA..................... 16 FOLLOW-UP ON 2019-2021 TRIENNIAL PERFORMANCE AUDIT......................... 17 FOLLOW-UP ON 2022 PRODUCTIVITY EVALUATION........................................... 21

ATTACHMENTS

A. ORGANIZATIONAL CHART........................................................................... A-1 B. MAP-SERVICE AREA..................................................................................... A-2 C. RESOLUTION................................................................................................. A-3

67 AGENDA ITEM NO. 11.
1 OPB 2026

OPERATIONS AND PROGRAM BUDGET OF THE

CLOVIS URBAN CONSOLIDATED TRANSPORTATION SERVICE AGENCY

INTRODUCTION

The City of Clovis operates two types of public transit service. Clovis Stageline provides general public, fixed-route service within the City limits an d into the northeast area of Fresno including California State University Fresno ( CSUF). Clovis Round Up operates specialized demand-responsive service for disabled residents with scheduled trips within Clovis/ Fresno metropolitan area. The City of Clovis has designated Round Up services as the Consolidated Transportation Service Agency (CTSA) for the Clovis Transit service area.

INTRODUCTION

The Consolidated Transportation Service Agency (CTSA) Operations Program and Budget (OPB) for the Clovis Urban Area has been developed in cooperation with the Fresno Council of Governments (Fresno COG). The OPB is intended to:

1. Provide a program of operations, including an implementation schedule for new or modified services, and a program budget for CTSA coordinated and consolidated social service transportation services for the program year, July 1, 2025 through June 30, 2026.

2. Serve as a resource document for local elected officials, social service agencies, and citizens.

3. Demonstrate the CTSA’s compliance with Section 99275.5 of the Public Utilities Code concerning Article 4.5 claim evaluation criteria and required findings, and with the Fresno COG Assembly Bill 120 Action Plan (adopted February 1982).

4. Document efforts to improve coordination and consolidation of social service transportation services in order to:

a. Demonstrate compliance with Chapter 1120 of the 1979 California Statutes by addressing and substantiating which of the coordination benefits specifically listing in the legislation should be pursued by the CTSA.

b. Create additional opportunities to utilize supplemental grant funding available from federal and state assistance programs to support social service transportation services by demonstrating that “coordination criteria” have been met.

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Operational concerns for FY26 include:

 Monitor demand for service to newly expanded city areas to the northeast and southeast, including Loma Vista and Heritage Grove;

 Continue to monitor impacts of VMT and maximize any potential mitigation resulting from route changes;

 Continue to assess commercial driver shortage and make necessary adjustments to continue to meet service levels;

 Continue to adjust and adapt operations to incorporate the second transit location (Transit Hub at Landmark Square);

 Continue to research and evaluate zero-emission vehicles to ensure compliance with the California Air Resources Board (CARB) mandate, which requires public transit agencies to convert to zero-emission vehicles by 2030;

 Utilize feasibility electrification study to b egin planning efforts for ICT Compliance through fleet conversion;

 Continue coordination efforts with other transit agencies in the region including Fresno Area Express, Fresno County Rural Transit Agency , and Fresno Council of Governments;

 Monitor and review all local, state, and federal funding opportunities for transit requirements and future transportation developments.

GOALS, OBJECTIVES, AND POLICIES FOR CONSOLIDATED TRANSPORTATION

SERVICE AGENCIES (STATE AND REGIONAL MANDATES)

In 1985 the Clovis City Council adopted the following goals, objectives, and standards for Clovis Transit as part of the transit planning process. Annually the Council reviews and amends these standards as needed.

Chapter 1120 of the 1979 California Statues and the Assembly Bill 120 Action Plan declare goals, objectives and policies which apply "generally" to CTSA services. These are as follows:

GOAL

Improve transportation service required by social service fund recipients by promoting the improved coordination and consolidation of transportation services.

Objectives Which May Apply

1. Centralized administration for the elimination of duplicated administrative requirements.

2. Identification and consolidation of all sources of funding for the provision of more effective and cost-efficient services.
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3. Centralized dispatching for more efficient vehicle use.

4. Centralized maintenance for adequate, regular, and more cost-effective vehicle maintenance.

5. Adequate driver training programs for safer vehicle operation and lower insurance costs.

6. Combined purchasing for more effective cost savings.

Policies

1. Any centralized administration shall utilize, to the maximum extent possible, existing public and private administrative capabilities and expertise to achieve the system goals.

2. Existing sources of funding utilized prior to the Social Service Transportation Improvement Act (Assembly Bill 120) shall, to the maximum extent possible, be continued.

3. The consolidation of services shall, to the maximum extent possible, utilize existing agency operating and maintenance personnel and expertise.

4. The Fresno Council of Government ( COG) shall utilize its regulatory roll over Transportation Development Act (TDA) monies by monitoring and evaluating the performance of the CTSA’s through the TDA claim process, an annual financial audit, and annual productivity evaluation, a triennial performance audit, and the CTSA’s compliance with the Action Plan.

5. The Fresno COG, as part of its ongoing transportation planning process, which includes review by various technical committees, shall review CTSA designates compliance with the Action Plan at least annually.

6. The Fresno COG shall review, through the Executive Order 12372 review process, the transportation services offered by social service agencies and their consistency with the Action Plan and make appropriate comments and findings encou raging their participation with the CTSA, as part of the final Clearinghouse commentary.

7. The Fresno COG shall encourage members to evaluate their financial commitments to local social service projects (which either in full or part provide transportation services) and make appropriate recommendations for proper coordination with the CTSA in order to maximize the effective use of local transportation dollars.

8. Transportation Development Act/Local Transportation Fund (TDA/LTF) Article 4.5 monies shall not be expended without a minimum dollar for dollar match with other available funds to the CTSA.

9. The CTSA shall be required to maintain, at a minimum, an overall farebox revenue to operating cost ratio of 10% for all CTSA transportation services. The 10% farebox recovery may also be provided for by CTSA contractual arrangements or donations. The funding formula would then be 45% TDA/LTF Article 4.5 moneys and 55% local match. (This specific efficiency requirement was suspended by the California Legislature under 70 AGENDA ITEM NO. 11.
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AB149 for FY19/20 – FY25/26 due to impacts of the coronavirus pandemic on public transit.)

GOALS, OBJECTIVES, AND STANDARDS FOR THE CLOVIS CONSOLIDATED

TRANSPORTATION SERVICE AGENCY (LOCAL MANDATES)

In 1985, the Clovis City Council adopted the following goals, objectives, and standards for Clovis Transit as part of the transit planning process. Annually the Council reviews and amends these standards as needed.

GOAL 1. SERVICE LEVELS: CLOVIS TRANSIT WILL PROVIDE PUBLIC

TRANSPORTATION SERVICE TO A MAXIMUM NUMBER OF PEOPLE IN THE CLOVIS AREA.

Objective A.: Provide a transit system that meets the public transportation needs of the service area.

Standard 1: Clovis Transit’s demand -responsive service (Round Up) will operate seven (7 ) days a week , excluding City-observed holidays. Operational hours for demand-responsive service in Clovis are 6:00 A.M. to 7:00 P.M. Monday through Friday, and 7:30 A.M. to 3:30 P.M on Saturday and Sunday.

Standard 2: Clovis Transit’s CTSA Roundup services shall implement real-time dispatching for demand responsive service to enhance operational efficiency and increase ridership.

Objective B: Provide CTSA Roundup transit ser vices that adequately serves elderly and disabled residents.

Standard 1: Clovis Transit shall maintain base fare levels for elderly and disabled riders who qualify for ADA paratransit service. Additionally, fare -free service shall be provided for those who qualify.

Standard 2: In accordance with t he Americans with Disabilities Act of 1990 (ADA) all new vehicles purchased shall have ADA compliant lifts or ramps. All vehicles met those regulations as of March 16, 1997.

Objective C: Secure stable and sufficient funding mechanisms.

Standard 1: Clovis Transit shall identify and coordinate funding mechanisms that will address all transportation funding needs within the Clovis area.

Standard 2: Clovis Transit shall identify short- and long -range needs and maximize revenue resources by utilizing all funding mechanisms including local funding sources, state-enabling legislation, and federal grants.

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GOAL 2. SERVICE QUALITY: CLOVIS TRANSIT SHALL PROVIDE A QUALITY SERVICE.

Objective A: Provide reliable and convenient public transit service.

Standard 1: Clovis Transit’s CTSA Round Up Services should operate its demand-response service within 30-minute booking windows. Drivers shall not wait for passengers for more than five (5) minutes after arrival at the designated pick-up time. Passengers must be ready for their pickup as directed by transit staff or through information provided by the ride application.

Objective B: Provide safe, clean, attractive, and comfortable vehicles and facilities.

Standard 1: All CTSA Roundup vehicles returning to the yard after revenue service shall be swept and dusted before being assigned for service the following day.

Standard 2: The exteriors of Clovis Transit vehicles should be cleaned at least once a week.

Standard 3: In winter, the heaters on Clovis Transit vehicles should work 100% of the time.

Standard 4: In summer, at least 95% of all vehicles on the street should have operable air-conditioners.

Objective C: To provide a safe transit system.

Standard 1: Clovis Transit vehicles should operate in excess of 150,000 miles between preventable accidents, and drivers should be formally recognized for their safe driving.

Standard 2: Vehicles should be checked daily for proper operation and condition of lights , mirrors, radios, and fluids; detailed mechan ical inspections should be completed every 3,000 miles/45 days. Operations, maintenance, and other employees will be provided safety training at the beginning of their employment and such training will be updated on a regularly scheduled basis.

Objective D: Record and respond to all public comments.

Standard 1: Clovis Transit shall continue to track and evaluate all compliments, complaints, and inquiries from the public , in accordance with the City’s Title VI Policy.

GOAL 3: SERVICE PRODUCTIVITY: CLOVIS TRANSIT WILL OPERATE AN EFFICIENT AND EFFECTIVE BUS SYSTEM.

Objective A: Establish and maintain system-wide productivity indicators.

Standard 1: Clovis Transit should achieve a 10% farebox recovery ratio for demand-responsive (CTSA Roundup Service) and 20% farebox recovery for fixed- route services (Stageline Services).
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(Note: As of October 2020, the Clovis City Council made permanent an earlier fare suspension implemented under an Emergency Order by the City Manager . All productivity indicators will continue to be measured to ensure efficient and adequate service . The f arebox ratio has been suspended until July 1, 2026, through legislation AB149. AB149 is currently under review for possible extension.)

Standard 2: Clovis Transit shall record and report the following performance indicators at least monthly to ensure operational efficiency and effectiveness:

 Total Monthly Ridership
 Total Monthly Revenue
 Total Monthly Expenses
 Total Revenue Hours
 Passengers Per Revenue Mile
 Total Revenue Miles
 Total Non-Revenue Miles
 Average Weekday Ridership
 Farebox Ratio
 Total Road Calls
 Total Operating Expense Per Passenger
 Total Operating Expense Per Revenue Hour
 Total Operating Expense Per Revenue Mile
 Total Revenue Per Revenue Hour
 Total Revenue Per Revenue Mile
 Passengers Per Revenue Hour
 Equivalent Full-Time Employees
 On-Time Performance
 Average Saturday Ridership
 Average Sunday Ridership
 Percentage of Scheduled Trips Completed

GOAL 4 SYSTEM IMAGE: CLOVIS TRANSIT SHALL STRIVE TO PROMOTE ITS SERVICE AND IMPROVE ITS IMAGE.

Objective A: Develop and implement a comprehensive Clovis Transit Marketing Program.

Standard 1: Clovis Transit shall continually review and update its marketing efforts to ensure effectiveness and relevance.

Standard 2: Clovis Transit shall promote its positive impact on the community through press releases, speeches, and involvement in community activities at least once a month.

Standard 3: Through effective marketing, Clovis Transit shall aim to increase overall system ridership by at least 5% during the fiscal year.

Objective B: Provide clear, consistent, and accurate public transit information to passengers.

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Standard 2: Telephone service information should be available to the public at all times.

Objective C: Ensure community involvement in transit system affairs.

Standard 1: Clovis Transit shall engage with citizen groups, the Chamber of Commerce, the Old Town Association, and other are a merchant associations to communicate the services and benefits of Clovis Transit.

Standard 2: Clovis Transit shall maintain a positive presence on the City’s social media channels, regularly disseminating useful information to passengers and the community.

OVERVIEW

Clovis Round Up provides demand-responsive, door-to-door transportation services for disabled residents within the City's existing Sphere of Influence. Round Up operates within Clovis Monday through Friday, 6:00 A.M. to 7:00 P.M. and on weekends from 7:30 A.M. to 3:30 P.M. Service to Fresno is available Monday through Friday from 6:00 A.M. to 5:00 P.M., and on a limited basis on Saturday in accordance with the ADA three-quarters of a mile rule.

Reservations for paratransit service can be made at least one day in advance (next-day service), as required by the Americans with Disabilities Act (ADA), or up to fourteen (14) days in advance.

Requests for next-day service can be made during normal business hours on all days preceding a service day, including weekends and holidays.

While Clovis Transit offers same-day service as an additional convenience, all next -day service requests are guaranteed under ADA regulations, regardless of how the scheduling system processes requests.

The “Assembly Bill 120 Action Plan for Fresno County” (February 1982) developed by the Fresno COG, designated the City of Clovis as the CTSA for the Clovis Urbanized Area. The Clovis CTSA is coordinated by the Transit Manager and Deputy General Services Director.

The program was initially funded through an Older Americans Act Grant but now supported by Federal Transportation Administration (FTA) , City, and TDA/Local Transportation Funds (LTF).

While the Clovis Senior Activity Center remains a significant social service provider in Clovis, the Fresno County Department of Social Services (DSS) has also established a presence in the area and offers essential services to the community. Clovis Transit continues to collaborate with the Clovis Senior Activity Center, Clovis Unified School District and various County departments.

In FY 88, the Clov is City Council designated its Round Up service solely as a Consolidated Transportation Service Agency (CTSA) function. Local Measure "C" dollars are used to provide the necessary match of TDA/LTF Article 4.5 funds.

Clovis Transit remains committed to providing free fixed-route and paratransit services. Removing fares reduces financial burdens for passengers and enhances opportunities for upward mobility.

Since the Clovis City Council approved the zero -fare model in October 2020 , ridership has steadily increased, surpassing pre-pandemic levels. Fixed-route ridership increased from 112,478 74 AGENDA ITEM NO. 11.
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in 2020 to 176,840 in 2024 (57.22%). P aratransit ridership increased from 50,384 in 2020 to 101,647 in 2024 (101.745%).

In August 2022, Clovis Transit transitioned to an automated paratransit dispatch system. The transition has allowed Clovis Transit to offer enhanced service through a phone app that allows passengers access to 24/7 trip booking, same -day bookings, real -time trip information, and passenger notifications. Ridership has increased by 123.15% since the transition.

On January 25, 2024, Clovis Transit celebrated the ribbon cutting of the William H. “Harry” Armstrong Transit Center, located in Landmark Square, adjacent to the newly constructed Clovis Activity Senior Center. The new facility houses dispatch and administration staff and features a public lobby open seven days a week for information and assistance . It includes new office spaces, a break room for staff and drivers, and a training room fully equipped for events, seminars, and trainings. The training room has been utilized for regional, state, and federal training courses, as well as serving as a local voting center . The Transit Center bus stop serves as a hub for the fixed-route system connecting Route 10 and Route 50. An interactive trip-planning kiosk providing real-time trip information and trip-planning capabilities will be installed.

The route redesign project is scheduled for com pletion in December 2025 . Community engagement began in 2021 with a survey, followed by the acquisition of route planning software in 2022. Collaboration with a local transit planner led to the development of optimal routes, which were then shared online and at the Old Town Farmer’s Market for additional public feedback.

The new routes will be identified by colors instead of numbers, and redesigned bus stop signs will include the route colors and bus arrival information. Bus stop locations were reviewed fo r ADA compliance, connectivity with other systems, and functionality. Construction of new bus stops was split into two phases and is projected to be completed by the summer of 2025.

The fixed-route system will be transitioning from time points to a headway-based schedule which will reduce vehicle idle time and improve service efficiency. To ensure proper spacing of the vehicles on the route, new fixed -route dispatching software was procured. The new software tracks real-time vehicle locations, helps improve on-time performance, and provides drivers with notifications of their spacing. Each fixed -route vehicle will also feature Automated Passenger Counters (APCs), Passenger Infotainment, and Automated Voice Annunciation (AVA) systems.

As part of the route re -design project, Clovis Transit will launch a new microtransit service featuring four (4) stops in underserved areas that will connect passengers to the fixed -route system. The microtransit service aims to enhance mobility, reduce congestion, and lower emissions by optimizing shared rides and reducing reliance on single-occupancy vehicles.

Marketing efforts in FY 2024 -25 included social media, bus advertising, bus shelters, and community events. Clovis Transit is developing new vehicle wraps to promote the redesigned routes through rebranding. The new routes will be displayed in Google Transit for passenger trip planning and bus arrival information.

Clovis Transit has completed the Federal Transit Administration (FTA) new recipient requirements and will begin accessing funds starting in July 2025 . In March 2024, Clovis Transit applied for funding through the FTA program, Congestion Mitigation and Air Quality Program (CMAQ), which includes requests to fund the fixed route re-design expansion, the microtransit service, and zero- emission vehicles.

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Clovis Transit continues to roll multiple years of funding allocations to purchase replacement vehicles and a zero-emissions bus. In FY 2024-25, four (4) Ram ProMaster transit vans and four (4) cutaway buses were purchased to support the increase in ridership. The ProMasters have proven to be the ideal paratransit vehicle with a capacity of seven (7) seats and two (2) mobility devices. In addition to zero-emission buses, Clovis Transit will demo zero-emission transit vans to ensure compliance with the California Air Resources Board (CARB) mandate, which requires public transit agencies to begin converting to zero-emission vehicles by 2029.

DESCRIPTION OF EXISTING PARATRANSIT SERVICES

A. CITY OF CLOVIS – ROUND UP

1. Background

Round Up is a demand -responsive, door-to-door transportation service available to qualified riders within the service area . It provides essential transportation for both ambulatory and non-ambulatory passengers. Service is currently provided by lift - or ramp-equipped buses and wheelchair accessible passenger vans.

2. Service Area

Round Up, operated by the City of Clovis, provides door-to-door, demand-responsive service to disabled residents within its existing boundaries. The primary service area is defined by Shepherd Avenue to the north, Dakota and Ashlan Avenues to the south, Locan, DeWolf, and Leonard Avenues to the east, and West Avenue to the west. Service is also extended to residents of the Fresno County Island, Tarpey Village , with reimbursement from the County of Fresno.

Additionally, zonal service is provided within the City of Fresno as far north as Shepherd Avenue, including service to Clovis Community College , south to Kings Canyon Road, west to West Avenue and south to Downtown Fresno.

3. Days and Hours of Operation

Currently, Round Up operates within Clovis’ Sphere of Influence Monday throu gh Friday from 6:00 A.M. to 7:00 P.M. and Saturday & Sunday service from 7:30 A.M. to 3:30 P.M. as demand requires. Service to Fresno operates Monday through Friday 6:00 A.M. to 5:00 P.M, and on Saturdays in accordance with the ADA ¾ mile rule.

4. Response Time

Reservations for paratransit service can be made at least one day in advance (next-day service), as required by the Americans with Disabilities Act (ADA), or up to fourteen (14) days in advance.

Requests for next-day service can be made during normal business hours on all days preceding a service day, including weekends and holidays.

While Clovis Transit offers same-day service as an additional co nvenience, all next-day service requests are guaranteed under ADA regulations, regardless of how the scheduling system processes requests.

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5. Eligibility/Accommodations

Service is available to individuals who have been certified as ADA-eligible. To become certified, applicants must complete an ADA application, which includes verification of their disability by medical or other professional . Completed applications should be returned to the administrative offices located at 785 3rd Street, Clovis, CA 93612. Applications are reviewed by Clovis Transit Staff. If further evaluation is required, applications will be referred to the Transit Supervisor or Fresno Area Express (FAX) for assessment and determination by qualified medical pers onnel.

An appeals process is available for individuals who are found ineligible for ADA paratransit service, ensuring that all applicants have the opportunity to seek reconsideration of their eligibility status.

To comply with ADA requirements for origin-to-destination service, drivers will provide assistance to passengers who require help to or from the door of their origin or destination. For safety purposes, drivers are generally required to remain in sight of the vehicle and may travel up to 100 feet to provide assistance. Drivers will enter a foyer or lobby area to collect a passenger but will not enter private residences or individual rooms within buildings. Drivers will assist passengers using a wheelchair over one curb or step if necessary.

Reasonable modifications will be made on a case -by-case basis to ensure that the origin -to- destination requirement is met. If a passenger’s needs cannot be accommodated within the general safety guidelines, Clovis Transit will work with the passenger to provide app ropriate assistance that ensures accessible service.

6. Fares

All rides on Clovis Transit are fare -free for the passenger, one Personal Care Attendant (PCA), and all guests. A passenger may be accompanied by one PCA and one guest. Additional guests may accompany the passenger on a space-available basis, and all guests ride free of charge.

7. Restriction on Trip Purpose and Capacity Constraints

Round Up does not restrict trips based on trip purpose and schedules all trips in accordance with ADA requirements. Dispatchers schedule trips based on reservation requests, including next-day service, subscription trips, and same -day requests when available. Pre -scheduled subscription trips account for less than 50% of total service capacity to ensure availability for other trips.

Round Up policies do not restrict the number of trips provided to an individual, nor is a waiting list maintained. Operational practices are designed to avoid capacity constraints, ensuring that service is provided without substantial numbers of untimely pickups, trip denials, missed trips, or excessively long trips that would limit availability of service.

To improve efficiency, a No-Show Policy is enforced. Passengers who miss four or more trips in a month or whose no -shows constitute at least 3% of their monthly trips will receive a warning letter. Additional no-shows may lead to suspension from the Round Up service.

Exceptions are made for no-shows resulting from circumstances beyond the passenger’s control, such as medical emergencies, inclement weather, or scheduling errors. Passengers have the right to appeal any proposed suspension under the No-Show Policy. See the full policy for more details.

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8. Automated Dispatching

Clovis Transit successfully implemented new transit dispatching software in August 2022. The system automates all dispatching, routing, and scheduling functions, while also generating reports related to ridership, fares, and operating costs. Drivers use a tablet for their manifest and report trips.

The software upgrade has enabled Clovis Transit to revise the no-show policy to be based on a percentage of scheduled trips rather than a fixed number of trips per month, enhancing fairness and flexibility. Additionally, passengers can now book trips through the City’s mobile app, Clovis Transit, or through the web-based app at https://clovistransit.com/paratransit/.

9. Vehicle Fleet

Round Up operates a fleet consisting of eighteen (18) lift- and ramp-equipped mid-size buses, eleven (11) ProMaster passenger vans, and eight (8) wheelchair minivans. Additionally, three (3) ProMaster passenger vans are on order and are estimated for delivery in 2025.

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Vehicle Profile – Roundup Fleet

Year Model Number Lift/Ramp Equipped
2007 Glaval
Cutaway 1 Yes
2008 Glaval
Cutaway 6 Yes
2011 Dodge
Caravan 2 Yes
2012 Arboc
Low-Floor 6 Yes
2013 Dodge
Caravan 1 Yes
2018 Dodge
Caravan 2 Yes
2019 Champion
Low-Floor 3 Yes
2019
Zeus
Electric
Bus
2 Yes
2019 Dodge
Caravan 3 Yes
2021 Dodge
ProMaster 2 Yes
2023 Dodge
ProMaster 8 Yes
2024 Dodge
ProMaster 1 Yes
2025 Dodge
ProMaster
3 *On order Yes
Total 40
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10. Roundup Ridership

Year Inter-City Trips to Fresno Trips within Clovis Total FY 19-20 20,222 30,162 50,384
FY 20-21 11,540 21,861 33,401
FY 21-22 14,762 30,790 45,552
FY 22-23 22,666 50,652 73,318
FY 23-24 31,837 69,810 101,647
Projected
FY 24-25 38,621 80,702 119,323
Projected
FY 25-26 50,594 102,492 140,345
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CLOVIS ROUND UP ANNUAL PRODUCTIVITY TRENDS FY2022-2026
Fiscal Year Percentage Change
INDICATOR 2021-2022 2022-2023 2023-2024 PROJECTED
2024-2025

PROJECTED
2025-2026
2021-22/
2022-23
2022-23/
2023-24
2023-24/
2024-25
2024-25/
2025-26
Total Passengers 45,552 73,318 101,647 119,172 125,131 61.0 38.6 17.2 5.0 Vehicle Hours 26,503 33,506 41,012 44,725 46,961 26.4 22.4 9.1 5.0 Vehicle Miles 298,061 459,078 545,015 598,203 628,113 54.0 18.7 9.8 5.0 Operating Costs*** $3,580,265 $4,491,370 $6,596,900 $6,597,975 $6,829,400 25.4 47.0 0.02 3.5 Fares* $0 $0 $0 $0 $0 0.0 0.0 0.0 0.0
Employees 21 27 40 44 46 28.6 48.1 10.0 4.5

Passengers/Hour 1.72 2.19 2.48 2.66 2.66 27.3 13.2 7.3 0.0 Passengers/Mile 0.15 0.16 0.19 0.20 0.20 6.7 18.8 5.3 0.0 Cost/Vehicle Hour $135.09 $134.05 $160.85 $147.52 $145.43 -0.8 20.0 -8.3 -1.4 Cost/Vehicle Mile $12.01 $9.78 $12.10 $11.03 $10.87 -18.6 23.7 -8.8 -1.5 Vehicle Hours/Employee 1,262 1,595 1,025 1,016 1,021 26.4 -35.7 -0.88 0.49

Operation
Subsidy/Passenger $78.60 $61.26 $64.90 $55.36 $54.58 -22.1 5.94 -14.7 -1.4 Farebox Ratio** N/A N/A N/A N/A N/A N/A N/A N/A N/A
Farebox Ratio w/out
Measure C N/A N/A N/A N/A N/A N/A N/A N/A N/A

*FY21 fares were permanently eliminated in October 2020 by the Clovis City Council **FY21 Farebox Ratio to be waived until FY 2026 - AB149 ***FY23 and FY24 Additional Staff Hired - Increase in Operational Costs

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ROUND UP TRANSIT ESTIMATED CTSA BUDGET FISCAL YEAR 2024-2025

FARES/
MISC
TDA
ARTICLE 4
TDA

ARTICLE

4.5 STA
FUNDS
FTA
FUNDS

MEASURE
C
FCOG -
GRANT
TOTAL

EXPENDITURES

OPERATING EXPENSES -

PERSONNEL

Personnel
(Salaries and Overtime) 1,275,000 1,275,000
Extra Help 1,300,000 1,300,000
Benefit Package 128,500 372,000 129,000 358,000 132,600 1,120,100

OPERATING EXPENSES -

SERVICES, MATERIALS,
& SUPPLIES
Vehicle Charges 947,400 947,400
Admin/Misc. Supplies 100,600 100,600
Communications 140,000 140,000
Marketing & Promotion 20,000 20,000
General Services/Admin
Charges 868,000 868,000
Training & Membership
Dues 9,300 9,300
Travel & Meeting
Expenses 11,000 11,000
Insurance 206,600 206,600

CAPITAL

EXPENSES/GRANTS
STA & FCOG Grant -
Bus Purchase* 508,000 92,000 600,000
TOTALS 2,784,000 372,000 637,000 1,633,000 1,080,000 92,000 6,598,000 *NOTE: THESE FUNDS WERE ROLLED OVER FROM PRIOR YEARS
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ROUND UP TRANSIT PROJECTED CTSA BUDGET FISCAL YEAR 2025-2026

FARES/
MISC
TDA
ARTICLE 4
TDA

ARTICLE

4.5 STA
FUNDS
FTA
FUNDS

MEASURE
C
SB1-
SGR
TOTAL

EXPENDITURES

OPERATING EXPENSES -

PERSONNEL
Personnel
(Salaries and Overtime) 1,410,000 1,410,000
Extra Help 1,370,000 1,370,000
Benefit Package 389,900 372,000 353,600 1,115,500

OPERATING EXPENSES -

SERVICES, MATERIALS,
& SUPPLIES
Vehicle Charges 305,000 689,800 994,800
Admin/Misc. Supplies 95,600 95,600
Communications 150,000 150,000
Marketing & Promotion 40,000 40,000
General Services/Admin
Charges 911,400 911,400
Training & Membership
Dues 13,600 13,600
Travel & Meeting
Expenses 11,600 11,600
Insurance 216,900 216,900

CAPITAL

EXPENSES/GRANTS
STA & SGR Bus Purchase* 384,000 116,000 500,000
TOTALS 3,199,000 372,000 384,000 1,715,000 1,043,400 116,000 6,829,400 *NOTE: THESE FUNDS WERE ROLLED OVER FROM PRIOR YEARS
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FOLLOW-UP ACTIONS ON THE TRIENNIAL PERFORMANCE AUDIT FISCAL YEARS FY 2018/19 – FY 2020/21

The latest Triennial Perfo rmance Audit of the City of Clovis Transit S ystem was completed by Moore and Associates in November 2021. With two exceptions, Moore & Associates, Inc. finds the City of Clovis to be in compliance with the requirements of the Transportation Development Act. In addition, the entity generally functions in an efficient, effective, and economical manner.

FUNCTIONAL REVIEW, FINDINGS AND RECOMMENDATIONS

Triennial Functional Review

1. General Management and Organization

The City’s transit program is operated in-house. The General Services Manager monitors on- time performance regularly and prepares a monthly report inclusive of collisions/road calls, no-shows, complaint calls, and ridership. The program is structured and staffed appropriately with respect to management but could use more staff. The internal organization structure is appropriate, effective, and efficient.

2. Service Planning

The only service change occurring during the audit period was the transition to Zero Fares, which was made permanent in October 2020. The most recent Short Range Transit Plan (SRTP) for the Fresno -Clovis Metropolitan Area was adopted in June 2021. The SRTP provided a post-COVID plan for transit development in the region.

3. Scheduling, Dispatch, and Operations

Full-time drivers and dispatchers are represented by the Clovis Transit Employees Bargaining Unit (TEBU) through the Operating Engineers Local 3, which represents public utilities. All drivers are cross-utilized between Stageline and Round Up. There are eighteen (18) full-time drivers, five (5) full-time lead bus drivers, and two (2) full-time dispatchers. The City maintains an extra “floater” driver assignment each day. Higher -capacity buses are assigned to the higher-demand routes. On weekends, the City attempts to balance miles by using vehicles used the least during the week.

4. Personnel Management and Training

Recruitment is ongoing. The City employs five full-time in-house lead bus drivers who cover the entire training process. New recruits must have three (3) years of driving experience.

Regardless of experience, all drivers receive the same training curriculum following initial hire.

Driver turnover tends to occur within part-time positions. There is little to no turnover among full-time drivers.

5. Administration

The Deputy General Services Director is responsible for annual budgeting. The transit budget goes to City Council for approval and is wrapped into the overall city budget. The Deputy 84 AGENDA ITEM NO. 11.
21 OPB 2026

General Services Director also oversees grants. In addition to TDA claims, the City receives state and local PTMISEA, LCTOP, and Measure C funds.

6. Marketing and Public Information

Marketing is handled in-house. The City hired a public affairs manager to coordinate all of the City’s social media and communications. Recent bus shelter purchases reflect a decision to obtain shelters with poster kiosks to support display advertising. The City promoted its free - fare program as well as did extensive marketing during the peak of the COVID pandemic. The City also conducted a rider survey regarding route re-design.

7. Fleet Maintenance

All maintenance is conducted in-house. While staffing is a concern it has not affected pullout.

Body damage is likely to be sent out; the City does not have its own paint shop. Anything beyond basic fabrication is sent out, as is some transmission work. The number of bays and lifts is sufficient to support the current transit fleet. Much of the work on the buses is done during the nightshift. A schedule is in place for vehicle replacement.

Triennial Audit Findings

Based on discussions with City of Clovis staff, analysis of program performance, and an audit of program compliance and function, the audit team presents two compliance findings:

1. In FY 2018/19, FY 2019/20, and FY 2020/21, TDA fiscal audits were not submitted within the extended timeframe.

2. The City did not demonstrate use of the TDA definition for reporting full-time equivalent (FTE) employees.

The audit team has identified no functional findings.

85 AGENDA ITEM NO. 11.
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Triennial Audit Recommendations

1. In FY 2018/19, FY 2019/20, and FY 2020/21, TDA fiscal audits were not submitted within the extended timeframe.

Recommendation: Work with TDA auditors to ensure the TDA fiscal audit can be completed no later than March 31 following the end of the fiscal year.

Recommended Action: If completion of the City’s audited financials is impacting the TDA auditor’s ability to prepare the TDA audit, work with the City auditors to ensure they are aware of the transit-specific TDA audit deadline. If the issue is with the TDA auditors, work with t hem and Fresno COG to ensure appropriate deadlines have been built into the auditor’s contract.

Timeline: Ongoing.

2. The City did not demonstrate use of the TDA definition for reporting full -time equivalent (FTE) employees.

Recommendation: Ensure the TDA definition of full-time equivalent (FTE) employees is used for reporting to the State Controller.

Recommended Action: Document all actual hours worked related to transit. For administrative staff dedicated to transit, hours may be estimated, but still nee d to be factored into the calculation (e.g., a position that is 0.5 FTE would equal 1,040 hours).

Hours should be allocated between fixed route (general operations) and demand - response (specialized services) based on either actual work performed or a formula based on vehicle service hours by mode. Ensure the individual(s) completing the reports are aware of how to calculate this data using the TDA definition.

Timeline: FY 2021/22.

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CLOVIS STAGELINE/ROUND UP:
2022 PRODUCTIVITY EVALUATION COMMITTEE RECOMMENDATIONS

A. Comply, where feasible, with the FY 2019 through FY 2021 Triennial Performance Audit Recommendations.

This is ongoing.

B. Continue to monitor effectiveness of Stageline service, optimize routing, and seek ways to increase ridership to maintain the State -mandated 20% farebox ratio without continued reliance on Measure C farebox subsidy. (The farebox ratio has been suspended through FY 2026/2027 due to COVID-19 impacts on ridership)

Although the farebox ratio was not achieved directly from ridership contributions, the Clovis City Council allocated Measure "C" funds be utilized on the Local Transportation Fund Claim to meet the State mandated 20% ratio. Clovis Transit adopted a zero-fare model in October 2020, and will continue to use Measure C to meet farebox ratios when reinstated.

C. Continue to improve CTSA potential through increased coordination and consolidation with local social service transportation providers to reduce its reliance on Measure C farebox subsidy.

Currently, Clovis Transit is working with CVRC by transporting clients and providing assistance in the transitional training of special needs riders who are able to travel on either demand responsive or fixed -route service. This on -going coordination with local social service agencies to improve independent living skills of special riders will continue.

Additional coordination occurs with Clovis Adult School to assist special needs classes in travel training and education regarding transportation available to the disabled.

D. Continue to coordinate with FAX to consolidate services for maximum efficiency and effectiveness.

This is ongoing . Coordination occurs for Clovis Transit to accommodate transfers from Handy Ride to Round Up. Clovis Transit and FAX have continued work on route planning and development of shared bus stops throughout Clovis.

E. Implement responsibilities under the Americans with Disabilities Act of 1990.

Full compliance has been obtained.

F. Address responsibilities under the Clean Air Act of 1990, the San Joaquin Valley Unified Air Pollution Control District Clean Air Plan, the Council of Fresno County Governments Transportation Control Measures Plan and Congestion Management Plan (CMP).

This is ongoing. When operationally feasible, Clovis Transit will continue to purchase low emission vehicles to help reduce greenhouse gas and particulate emissions.

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G. Coordinate with the Fresno County Department of Social Services to plan and implement transportation strategi es focused on addressing the State mandates Welfare to Work - CalWorks Program.

A number of students in the program attend the Clovis A dult School, Institute of Technology, and Clovis Community College – Herndon Campus, which are served every 30 minutes.

H. Prepare and adopt updated Short Range Transit Plans/Operation Program and Budget to reflect the inclusion of Measure C funded programs.

With the passage of Measure C in November 2006, Clovis Transit has implemented some of the services listed in the Measure C Expenditure Plan that was presented to the voters.

AMERICANS WITH DISABILITIES ACT OF 1990

ADA PARATRANSIT PLAN

As of 1996, the City of Clovis has been in full compliance with the ADA. Clovis Transit’s entire fleet is lift-equipped. ADA reports have been completed until 1996 and letters of compliance completed for each year thereafter.

88 AGENDA ITEM NO. 11.

A-1

General Services Director– Amy Hance
Deputy General Services Director – Bethany Berube
2 FT Transit Dispatchers
21 FT Bus Drivers
Transit Manager
Nick Chin
1 FT Clerical

6 PT Transit Dispatchers
21 PT Bus Drivers
23 PT Van Drivers
5 PT Vehicle Washers

Management Analyst
Susanna Herrera
Transit Supervisor

5 FT Lead Bus Drivers

1 FT Staff Analyst

Clovis City Council
Mayor Vong Mouanoutoua, Mayor Pro Tem Diane Pearce, Councilmember Lynne Ashbeck, Councilmember Matt Basgall, Councilmember Drew Bessinger

City Manager – Andrew Haussler
89 AGENDA ITEM NO. 11.

A-2
Clovis Transit Paratransit Service Areas
November 2025

Clovis Residents Eligible for Rides

Area Served by Clovis Round Up

90 AGENDA ITEM NO. 11.

TO: Mayor and City Council
FROM: General Services Department
DATE: April 14, 2025
SUBJECT: General Services – Approval - Claim Rejection of the General Liability Claim on behalf of Frank Hines.

ATTACHMENTS: None.

RECOMMENDATION
Reject the General Liability Claim filed on behalf of Frank Hines.

EXECUTIVE SUMMARY
On behalf of Frank Hines (claimant), the City received a sufficient Claim Form on March 26, 2025, alleging the City of Clovis failed to maintain a sidewalk, and adjacent irrigation sprinkler system, which caused him to trip and fall. Mr. Hines is seeking compensation in an amount that exceeds the limits for a limited civil case. It is recommended that the City reject the claim at this time, send notice of rejection, and refer the matter to the City’s third -party administrator for liability claims for further investigation and handling.

BACKGROUND
On March 26, 2025, a legally sufficient and timely General Liability Claim was received by the City of Clovis on behalf of Frank Hines by Fowler, Helsel, Vogt Injury Lawyers located in Fresno, CA. The claim alleges that the City of Clovis caused a dangerous condition due to a leaking irrigation system at the location of 55 Shaw Avenue, Clovis, CA, and created a reasonably foreseeable risk to pedestrians.

Mr. Hines seeks monetary damages from the City of Clovis , and the claim has been filed as a “civil unlimited case”.

FISCAL IMPACT
Rejection of the claim does not result in any fiscal impact.

REASON FOR RECOMMENDATION
It is recommended that the claim be rejected. The City ’s liability is d isputed, and although the claim is legally sufficient, the amount of the alleged damages sustained by the claimant may also be disputed. Rejecting the claim and sending notice of rejection in accordance with the 91 AGENDA ITEM NO. 12.

Government Claims Act will commence the time in which the claimant may file a lawsuit against the City based on the claim.

ACTIONS FOLLOWING APPROVAL
A rejection notice letter will be sent to the claimant informing him that the claim has been rejected.

CONFLICT OF INTEREST
None.

Prepared by: Charles W. Johnson, Management Analyst

Reviewed by: City Manager AH

92 AGENDA ITEM NO. 12.

TO: Mayor and City Council
FROM: Planning and Development Services Department
DATE: April 14, 2025
SUBJECT: Planning and Development Services – Approval – Final Acceptance for CIP 24-13 New Bus Stops B1, for a final contract cost of $222,652.08.

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 consist ed of constructing new bus stops in various locations within the city limits.

The purpose of the project was to provide ADA compliant bus stops as part of the new bus routes. The construction involve d the demolition of landscape and sidewalks in the proposed locations and constructing new concrete pads and retaining curbs, sidewalks, and restoration of landscape, as necessary.

BACKGROUND
Bids were received on October 8, 2024, and the project was awarded by the City Council to the lowest responsible bidder, Dave Christian Construction, Inc., on November 4, 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 $181,372.18

2. Cost increases/decreases resulting from differences $13,314.60 between estimated quantities used for award and
actual quantities installed.

3. Contract Change Orders $27,965.30

___________
Final Contract Cost $222,652.08
93 AGENDA ITEM NO. 13.

Change order s costs were for additional modifications to the project sites needed for construction but were not accounted for in the design.

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, Dave Christian Construction, Inc., has requested final acceptance from the City Council.

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: Logan Welch, Engineering Inspector

Reviewed by: City Manager AH

94 AGENDA ITEM NO. 13.

Willow
Peach
Clovis
Sunnyside
Fowler
Armstrong
Temperance
Locan
De Wolf
Shepherd
Teague
Nees
Alluvial
Herndon
Sierra
Bullard
Barstow
Shaw
Gettysburg
Ashlan
Dakota
Leonard
Highland
Minnewawa
Perrin
Behymer
International
Copper
Thompson
McCall
ATTACHMENT 1

CITY LIMITS SPHERE OF INFLUENCE

VICINITY MAP
0 1 20.5
Miles
Benjamin Little
Print Date: October 9, 2024
CIP 24-13 New Bus Stops: B1
Project Locations
95 AGENDA ITEM NO. 13.

TO: Mayor and City Council
FROM: Planning and Development Services
DATE: April 14, 2025
SUBJECT: Consider – Update on Creation of a Historic Preservation Board and Historic District and Provide Direction.

Staff: McKencie Perez, Deputy City Planner
Recommendation: Consider Update and Provide Direction

ATTACHMENTS: 1. July 1, 2024, staff report to City Council

2. Public Comments

RECOMMENDATION
For the City Council to consider an update on the creation of a Historic Preservation Board and Historic District, and provide direction going forward.

EXECUTIVE SUMMARY
At the City Council meeting on July 1, 2024, the City Council approved the Historic Preservation Committee’s (“HPC’s”) recommendations to (i) adopt criteria to be used to assess properties in Clovis with the goal of promoting and preserving historic resources; (ii) designate the original one square mile of Clovis as a historic district (Figure 1); (iii) bring an ordinance back to the City Council for consideration o f creating a Historic Preservation Board; and (iv) as part of the General Plan Update, create a specific stand-alone element addressing historic resources.

Based on City Council direction, City staff has been working on an ordinance to create a Historic Preservation Board and establish a Historic District . As part of the process, s taff held an informational meeting for property owners within the proposed Historic District boundary on November 19, 2024. There were several concerns raised at the meeting that staff would like to share with the City Council for consideration and direction.

96 AGENDA ITEM NO. 14.

BACKGROUND
On May 2, 2022, the City Council received an update on 325 Pollasky Avenue, the Clovis Chamber of Commerce building. Then, o n May 16, 2022, the Clovis-Big Dry Creek Historic Society submitted a letter to the City Manager requesting that the City form a Historic Preservation Committee (“HPC”). The letter indicated that the Clovis -Big Dry Creek Historic Society created a committee approximately three years prior to advocate for the preservation of the Carnegie Library building in Old Town Clovis. The Carnegie Library is owned by the Clovis Chamber of Commerce and the City of Clovis has limited control over how that building is used.

On June 6, 2022, the City Council considered the request from the Clovis-Big Dry Creek Historic Society for the City Council to create the HPC. From the June 6, 2022, meeting, the City Council directed staff to establish the advisory committee as described in the Clovis Municipal Code (“CMC”) 9.120.020 - Historic Preservation Board. A City review board designated to promote the cultural, economic, educational, an d general welfare of the City through the preservation and protection of buildings, sites, structures, areas, and districts of historic significance and interest.

97 AGENDA ITEM NO. 14.

On September 12, 2022, staff presented two options for City Council to consider: Option A - establish a temporary committee that would assess historic resources in the City of Clovis and provide recommendations to the City Council on the protection of those identified resources; or Option B – consider the introduction of an ordinance adding Chapter 9.81 of Title 9 of the CMC creating a Historic Preservation Board.

The City Council chose Option A with the following motion: to establish an ad -hoc committee that would assess historic resources in the City of Clovis and provide recommendations to the City Council on the protection of those identified resources. On March 6, 2023, the City Council appointed members to participate in the HPC. Staff met with the HPC monthly for a year and reported back to the City Council on July 1, 2024.

On July 1, 2024, the City Council considered and adopted the HPC’s recommendations (Attachment 1) outlined below:

a) Final criteria to be used to assess properties i n Clovis with the goal of promoting and preserving historic resources:
i. Age (75 years plus).
ii. An event that made a significant contribution to the broad patterns of local, regional history, or the cultural heritage of Clovis.
iii. Is associated with the lives of persons important to local, California, or national history.
iv. Embodies the distinctive characteristics of a type, period, region or method of construction or represents the work of a master or possesses high artistic values. v. Is associated with information, items, artifacts or is important to the prehistory or history of the City of Clovis, California, or the nation. vi. Is the resource within the Central Clovis Specific Plan (“CCSP”) area.

b) Designate the original one (1) square mile of Clovis as a historic district to prevent unregulated and insensitive change (Barstow to the South, Minnewawa to the west, Sierra to the north, and Sunnyside to the east).

c) Direct staff to bring back before the City Council for reconsideration the 2022 Draft Ordinance of the City Council of the City of Clovis adding Chapter 9.81 of Title 9 of the CMC creating a Historic Preservation Board.

d) As part of the General Plan Update, create a specific stand -alone element addressing historic resources with goals, policies, and actions.

After the July 1, 2024 meeting, staff began working on an ordinance to create a Historic Preservation Board and a Historic District. This effort would be completed through an ordinance amendment that would be considered by the Planning Commission and the City Council.

98 AGENDA ITEM NO. 14.

Property Owner Informational Meeting
In order to obtain feedback from property owners within the proposed Historic District, a property owner informational meeting was held on November 19, 2024, at the Clovis Senior Center Main Hall. Invitations for this meeting were mailed to over 1,300 property owners and o ver 200 property owners attended the meetin g. At the meeting , City staff discussed the project background, process, what a Historic District mean t for their property, and address ed any questions or comments property owners had. City staff requested feedback and input from the property owners. Several comment letters were received and are included as Attachment 2.

Generally, residents expressed the following concerns:

 Desire for less government regulations;
 More involvement in the development of the Historic Preservation Board appointments – community prefers board members live within the Historic District boundary;
 Fiscal impact of creating and administering the cost of a Historic District – impact on staff resources;
 Additional information on historic designation criteria and guidelines;  What it means to be a listed historic site and the restrictions that could be imposed on property owners that may make future modifications to their property;  Process was backwards and property owners should have been involved sooner; and
 The CCSP and desig n guidelines provide sufficient language to prioritize and preserve the historic character, nature and resources of Old Town Clovis.

Staff considered the concerns provided by the property owners and prior to moving forward with the ordinance amendment, wanted to provide an update to the City Council for further direction.

Staff is seeking direction from the City Council regarding the next steps in creating a Historic Preservation Board and a Historic District. Below are some options for the City Council to consider:

1) Prepare an ordinance amendment that only creates the Historic Preservation Board. This option would give the City Council the ability to select members of the community to serve on the board. Once the board members are selected, they will meet regularly to develop and recommend an initial list of historic landmarks and historic sites using the HPC’s criteria for the Planning Commission and City Council to consider. This option does not include creating a Historic District at this time.

If this option is selected, staff will need direction on the following:
 What are the qualifications to be selected to serve on the Historic Preservation Board? Is it limited to Clovis residents?
 What are the tasks for the Historic Preservation Board and next steps other than recommending an initial list, if any?
99 AGENDA ITEM NO. 14.

2) Prepare an ordinance amendment that only creates a Historic District. This option only designates the one square mile of the CCSP boundary as a historic district. There will be no specific criteria created with this ordinance; however, it may allow the City of Clovis some discretion when reviewing Senate Bill (“SB”) 9 development projects. This option does not include creating a Historic Preservation Board at this time.

If this option is selected, staff will need direction on the following:

 Will future action be taken to designate historic sites and landmarks within the district?
 Will a Historic Preservation Board be formed at a later date? If not, who will make the recommendations regarding designation of historic sites and landmarks?

3) Move forward with the City Council recommendation from the July 1, 2024, meeting and prepare an ordinance amendment to create the Historic Preservation Board and Historic District. This option includes the details outlined in options 1 and 2 mentioned above.

4) No ordinance amendment would be prepared, and staff will c ontinue to use the Clovis General Plan, CCSP and Old Town Clovis Design Guidelines (“OTCDG”) for review of development projects that preserve buildings and sites within the plan area.

The General Plan includes policies that support historic preservation, specifically Policy

2.11 of the Open Space and Conservation Element, which states that the City will prioritize the preservation of the historic character and resources of Old Town. The CCSP also recognizes, celebrates and preserves the unique culture and history of the central Clovis area. One of the guiding principles of the CCSP seeks to preserve the authenticity of Old Town and plan new development that creates a sense of community a nd place.

The plan also includes design guidelines for modifications and remodeling buildings , which serve as a guide for conservation, adaptive use and enhancement of the buildings and streetscapes . The OTCDG provides guidance for the design of buildings and improvements in Old Town. It also includes a list of properties that may be eligible for local, state, or national historic designations; however, it does not mandate the designation.

City staff has successfully used the General Plan, CCSP, and OTCDG to review development projects and has preserved the authenticity of Old Town. However, these plans do not designate sites as historic or have specific criteria that would formally designate sites or landmarks as historic, as recommended by the HPC.

All options mentioned above include staff moving forward with creating a specific stand -alone element in the General Plan Update addressing historic resources.

Public Hearing Notice
A public hearing notice for this meeting was mailed to property owners within the proposed Historic District and members of the HPC . Staff has received one (1) comment letter from a community member, which is attached to this staff report for the City Council ’s review and consideration (Attachment 2).
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AGENDA ITEM NO. 14.

FISCAL IMPACT
Depending on the final recommendation from the City Council , there could likely be a cost incurred to implement. There is currently no money budgeted to support the implementation and enforcement of supporting actions necessary to identify and preserve historic resources as well as enforcing the ordinance should the City Council approve. If approved, a funding source would need to be identified.

REASON FOR RECOMMENDATION
Staff is returning to the City Council to confirm prior action and see k direction moving forward given the recent property owner informational meeting and concerns.

ACTIONS FOLLOWING APPROVAL
Staff will implement the City Council direction.

CONFLICT OF INTEREST
None.

Prepared by: McKencie Perez, Deputy City Planner

Reviewed by: City Manager AH

101
AGENDA ITEM NO. 14.

TO: Mayor and City Council
FROM: Administration
DATE: July 1, 2024
SUBJECT: Consider – Update and Recommendations from the Historic Preservation Committee.

Staff: John Holt, City Manager
Recommendation: Consider Update and Provide Direction

ATTACHMENTS: 1. March 6, 2023, staff report to Council on HPC

2. Draft Ordinance of the City Council of the City of Clovis adding Chapter

9.81 of Title 9 of the Clovis Municipal Code Creating a Historic Preservation Committee

CONFLICT OF INTEREST
Councilmembers should consider recusal if a campaign contribution exceeding $250 has been received from the project proponent (developer, applicant, agent, and/or participants) within the preceding 12 months (Government Code 84308).

RECOMMENDATION
For the City Council to consider an update on the Historic Preservation Committee (HPC) and provide policy direction going forward.

EXECUTIVE SUMMARY
The origin of the creation of a City of Clovis Historic Preservation Committee began with a May 16, 2022, letter from Sayre Miller, representing the Clovis -Big Dry Creek Historic Society requesting the City Council create a Historic Preservation Committee. The letter indicated that the Clovis-Big Dry Creek Historic Society created a committee approximately three years prior to advocate for the preservation of the Carnegie Library building in Old Town Clovis ( 325 Pollasky Ave, Clovis, CA 93612 ). The Carnegie Library is owned by the Clovis Chamber of Commerce and the City of Clovis has limited to no control over how that building is used. The issue was before council on three different occasions in 2022. On February 13, 2023, the Clovis City Council directed staff to seek the nominations from City Council for appointment to the Clovis Historic Preservation Committee.

96 AGENDA ITEM NO. 14.

Attachment 1
Attachment 1
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AGENDA ITEM NO. 14.

Motion from February 13, 2023 – “Motion for each Councilmember to appoint 1-2 members who live, work, own property, or can articulate their Historic ties to Clovis to the ad hoc committee by the February 21, 2023, Council Meeting. Motion for approval by Councilmember Bessinger, seconded by Councilmember Mouanoutoua. Motion carried by unanimous vote.”

Appointed:

- Mayor Ashbeck - Sayre Miller / Adam Holt

- Mayor Pro Tem Mouanoutoua - John Wright / Tom Wright

- Councilmember Basgall - Desiree Haus / Rachael Orlando

- Councilmember Bessinger - Ron Silva / Greg Newman (Mr. Silva dropped out for personal reasons before the first meeting)

- Councilmember Pearce - Cora Shipley / Mark Wall

The Committee was charged with:

a. Identifying criteria they would use to assess historic resources in the City of Clovis.

b. Assessing historic resources in the City of Clovis – this would consist of surveying historic resources within the city limits of the City of Clovis. The historic survey would not designate a property as historic. Instead, the survey would identify properties that could be a historic resource.

c. Provide recommendations to the City Council on the preservation of those identified resources.

The Committee is now prepared to report back to City Council.

BACKGROUND
The origin of the creation of a Historic Preservation Committee began with a May 16, 2022, letter from Sayre Miller, representing the Clovis -Big Dry Creek Historic Society requesting the City Council create a Historic Preservation Committee. The letter ind icated that the Clovis-Big Dry Creek Historic Society created a committee approximately three years prior to advocate for the preservation of the Carnegie Library building in Old Town Clovis. The Carnegie Library is owned by the Clovis Chamber of Commerce and the City of Clovis has limited control over how that building is used.

On May 2, 2022, the City Council received an update on 325 Pollasky Avenue, Clovis Chamber of Commerce building. On May 16, 2022, the Clovis-Big Dry Creek Historic Society submit ted a letter to the City Manager requesting that the City form a Historic Preservation Commission.

From the May 2, 2022, meeting, it was the consensus of the Council to pursue the formation of a Historic Preservation Committee to assist the effort in updating and preserving the building.

97 AGENDA ITEM NO. 14.
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AGENDA ITEM NO. 14.

On June 6, 2022, the City Council considered the request from Clovis -Big Dry Creek Historic Society for the Council to create a Historic Preservation Commission. From the June 6, 2022, meeting Council directed staff to es tablish the Advisory Board as described in the Clovis Municipal Code 9.120.020 - Historic Preservation Board. A City review board designated to promote the cultural, economic, educational, and general welfare of the City through the preservation and protec tion of buildings, sites, structures, areas, and districts of historic significance and interest.

On September 12, 2022, staff presented a two options for Council to consider: Option A - Establish a temporary committee that would assess historic resources in the City of Clovis and provide recommendations to City Council on the protection of those identified resources; or Option B - Consider Introduction – Ord. 22-___, an Ordinance of the City Council of the City of Clovis adding Ch apter 9.81 of Title 9 of the Clovis Municipal Code creating a Historic Preservation Board.

City Council chose Option A with the following motion: to establish an ad hoc committee that would assess historic resources in the City of Clovis and provide rec ommendations to the City Council on the protection of those identified resources. Over the past year staff has met with the HPC monthly and is now reporting back to council.

Committee approved the following recommendations to City Council:

a. Final criteria to be used to assess properties in Clovis with the goal of promoting and preserving historic resources:

i. Age (75 years plus).
ii. An event that made a significant contribution to the broad patterns of local, regional history, or the cultural heritage of Clovis.
iii. Is associated with the lives of persons important to local, California, or national history.
iv. Embodies the distinctive characteristics of a type, period, region or method of construction or represents the work of a master or possesses high artistic values. v. Is associated with information, items, artifacts or is important to the prehistory or history of the City of Clovis, California, or the nation. vi. Is the resource within the Central Clovis Specific Plan (CCSP) area.

b. Designate the original one (1) square mile of Clovis as a historic district to prevent unregulated and insensitive change (Barstow to the South, Minnewawa to the east, Sierra to the north, and Sunnyside to the east) See image below.

c. Direct staff to bring back before City Council for r econsideration the 2022 Draft Ordinance of the City Council of the City of Clovis adding Chapter 9.81 of Title 9 of the Clovis Municipal Code Creating a Historic Preservation Committee (Attachment 2).

d. As part of the General Plan Update, create a specific stand-alone element addressing historic resources with goals, policies, and actions.

98 AGENDA ITEM NO. 14.
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AGENDA ITEM NO. 14.

One Square Mile - Source: Central Clovis Specific Plan

FISCAL IMPACT
Depending on the final recommendation of the council, there will likely be a cost incurred to implement. There is currently no money budgeted to support the implementation and enforcement of supporting a Historic Preservation Committee and associated actions necessary to identify and preserve historic resources as well as enforcing the ordinance s hould council approve.

99 AGENDA ITEM NO. 14.
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AGENDA ITEM NO. 14.

REASON FOR RECOMMENDATION
City Council directed the creation of a Historic Preservation Committee to:

a. Identifying criteria they would use to assess historic resources in the City of Clovis.

b. Assessing historic resources in the Ci ty of Clovis – this would consist of surveying historic resources within the city limits of the City of Clovis. The historic survey would not designate a property as historic. Instead, the survey would identify properties that could be a historic resource.

c. Provide recommendations to the City Council on the preservation of those identified resources.

The Committee is now prepared to report out.

ACTIONS FOLLOWING APPROVAL
Staff will implement Council direction.

Prepared by: John Holt, City Manager

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

TO: Mayor and City Council
FROM: Administration
DATE: March 6, 2023
SUBJECT: Consider Approval – Appointments to the City of Clovis Historic Preservation Committee.

Staff: John Holt, City Manager
Recommendation: Approve
ATTACHMENTS: 1. September 12, 202 2, staff report regarding Historic Preservation Committee

RECOMMENDATION
Staff is recommending the City Council approve the appointments to the Clovis Historic Preservation Committee.

EXECUTIVE SUMMARY
On February 13, 2023, the Clovis City Council directed staff to seek the nominations from City Council for appointment to the Clovis Historic Preservation Committee. Staff has received nominations from City Council.

Motion from February 13, 2023 – “Motion for each Councilmember to appoint 1-2 members who live, work, own property, or can articulate their historical ties to Clovis to the ad hoc committee by the February 21, 2023, Council Meeting. Motion for approval by Counci lmember Bessinger, seconded by Councilmember Mouanoutoua. Motion carried by unanimous vote.” Nominated for appointment:
- Mayor Ashbeck - Sayre Miller / Adam Holt
- Mayor Pro Tem Mouanoutoua - John Wright / Tom Wright
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- Councilmember Basgall - Desiree Haus / Rachael Orlando

- Councilmember Bessinger - Ron Silva / Greg Newman

- Councilmember Pearce - Cora Shipley / Mark Wall

Actions required and charge of the committee based on prior council action:

1. Have City Council appoint 1 – 2 members each.

2. Committee Members must live, work, own property, or can articulate their historical ties to Clovis to the ad hoc committee.

3. This is an ad hoc committee that will meet until the objectives are achieved.

4. The Committee will be subject to the Brown Act.

5. The Committee will be charged with:

a. Identifying criteria they would use to assess historic resources in the City of Clovis.

c. Provide recommendations to the City Council on the preservation of those identified resources.

6. The Committee would report back to City Council on items included in number 5 above.

Staff is recommending the Committee meet on a monthly basis until they are prepared to report back to City Council.

BACKGROUND
The origin of the creation of a Historic Preservation Committee began with a May 16, 2022, letter from Sayre Miller, representing the Clovis -Big Dry Creek Historical Society requesting the City Council create a Historic Preservation Committee. The letter indicates that the Clovis-Big Dry Creek Historical Society created a committee approximately three years ago to advocate for the preservation of the Carnegie Library building in Old Town Clovis. The Carnegie Library is owned by the Clovis Chamber of Commerce and the City of Clovis has limited control over how that building is used.

Attachment 1 includes all background material. On May 2, 2022, the City Council received an update on 325 Pollasky Avenue, Clovis Chamber of Commerce building. On May 16, 2022, the Clovis-Big Dry Creek Historical Society submitted a letter to the City Manager requesting that 986
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the City form a Historical Preservation Commission. From the May 2, 2022, meeting, it was the consensus of the Council to pursue the formation of a historical preservation committee to assist the effort in updating and preserving the building.

On June 6, 2022, the City Council considered the request from Clovis-Big Dry Creek Historical Society for the Council to create a Historical Preservation Commission. From the June 6, 2022, meeting Council directed staff to establish the Advisory Board as described in the Clovis Municipal Code 9.120.020 - Historic Preservation Board. A City review board designated to promote the cultural, economic, educational, and general w elfare of the City through the preservation and protection of buildings, sites, structures, areas, and districts of historic significance and interest.

On September 12, 2022, staff presented a two options for Council to consider: Option A - Establish a temporary committee that would assess historic resources in the City of Clovis and provide recommendations to City Council on the protection of those identified resources; or Option B - Consider Introduction – Ord. 22-___, an Ordinance of the City Council of the City of Clovis adding Chapter 9.81 of Title 9 of the Clovis Municipal Code creating a Historic Preservation Board.

City Council chose Option A with the following motion: to establish an ad hoc committee that would assess historic resources in the C ity of Clovis and provide recommendations to the City Council on the protection of those identified resources. Membership of the committee will consist of ten (10) members and each member shall be appointed by the City Council following a recommendation by the Mayor and members must be a resident of the City of Clovis.

In October 2022 City Council provided additional direction to table the creation of the Committee until after the November 8, 2022, election. Staff is now returning to City Council to confirm the actions taken on September 12, 2022.

On February 13, 2023, staff returned to council seeking direction on path forward.

FISCAL IMPACT
There is currently no funding to support the establishment of a Historic Preservation Committee.

Staff time to support would likely be limited but it would have an impact on workload.

REASON FOR RECOMMENDATION
Staff is now returning to the City Council to approve the appointments to the Clovis Historic Preservation Committee.

ACTIONS FOLLOWING APPROVAL
Staff will implement Council direction.

Prepared by: John Holt, City Manager

Reviewed by: City Manager JH
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1 SUMMARY OF DRAFT ORDINANCE

1. The Historic Preservation Board (“Board”) will consist of five (5) members.

2. Each member shall be:
a. Appointed by the City Council, following recommendation by the Mayor; and
b. A resident of the City; and
c. Appointed to a four (4) year term. For the initial appointment, three (3) members will be appointed for a four -year term and the remaining two (2) members will be appointed to a two-year term.

3. The Council and Mayor may consider appointing members from, but not limited to, such professions, disciplines, and interests as: licensed architects and structural engineers; urban planners and landscape architects; attorneys and real estate experts; members of community groups and residents within historic districts, occupants of historic landmarks, and owners of historic sites.

4. The Board will meet at least once per month.

5. The Board will be an advisory body to the Planning Commi ssion and City Council.

6. “Historic District” means the original one square mile of the City of Clovis, bounded by Barstow Avenue to the south, Sunnyside Avenue to the east, Sierra Avenue to the north, and Minnewawa Avenue to the west.

7. “Historic Landmark” m eans any non -residential improvement in the Historic District.

8. The Board would:
a. Develop and recommend an initial list of historic landmarks and historic sites within the Historic District for the Planning Commission and City Council to consider.
b. Establish criteria for, conduct and keep current a register of historic resources within the boundaries of the City subject to approval by the City Council.
c. Recommend to the Planning Commission and City Council guidelines for the designation of historic landmarks and historic sites.

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2 9. Historic landmarks and historic sites will be established in the following manner:
a. The Board may request the designation of an improvement as a historic landmark or the designation of a historic site or historic district, on its own accord, or based on testimony by members of the public. b. The Board will conduct a study of the proposed designation and make a recommendation to the Planning Commission.
c. The Planning Commission will conduct a hearing to consider and make a recommendation of City Council.
d. The City Counci l will consider the Planning Commission request and approve by resolution or deny. If approved, it will be added to the register of historic designations.
e. Annually, the Historic Preservation Board shall r eview the register of historic designations and present it to the Council, along with any recommended changes.

10. Before altering the exterior of, or demolishing, a historic landmark or historic site, the property owner must first obtain approval as follows:
a. For work that would not normally require a permit (i.e., exterior building paint color), the Director of Planning and Development Services shall approve an application if it complies with the Central Clovis Design Standards.
b. If a building permit is requir ed and seeks to make minor alterations or repairs, the Director of Planning and Development Services shall approve if it complies with the Central Clovis Design Standards. c. If an application is to tear down, demolish, construct, alter, remove, or relocate a historic landmark, the Planning Commission will hold a noticed public hearing and approve or disapprove the application. Such decision is appealable to the Council.
d. City approval is not required for ordinary maintenance and repairs.

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3 ORDINANCE 22-__

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CLOVIS ADDING CHAPTER 9.81 OF TITLE 9 OF THE CLOVIS MUNICIPAL CODE CREATING A

HISTORIC PRESERVATION BOARD
The City Council of the City of Clovis does ordain as follows:

Section 1. Chapter 9.81 of Title 9 of the Clovis Municipal Code is hereby added to read as follows:

Chapter 9.81

HISTORIC PRESERVATION BOARD
Sections:

9.81.01 Purpose and Findings.

9.81.02 Definitions.

9.81.03 Creation of Historic Preservation Board.

9.81.04 Powers and Duties of Historic Preservation Board.

9.81.05 Historic Designation Criteria.

9.81.06 Historic Designation Procedures.

9.81.07 Permit Required.

9.81.08 Permit Approval Procedure.

9.81.09 Permit Approval Criteria.

9.81.10 Appeals.

9.81.11 Ordinary Maintenance and Repair.

9.81.12 Unsafe or Dangerous Conditions.

9.81.13 Duty to Keep in Good Repair.

9.81.14 Showing of Hardship.

9.81.15 No Retroactive Application.

9.81.16 Failure to Act

9.81.01 Purpose and Findings.

The purpose of this Chapter is to promote the cultural, economic, educational, and general welfare of the City through the preservation and protection of buildings, sites, structures, areas, and districts of historic significance and interest.

9.81.02 Definitions.

A. "Alteration" means any exterior change or modification, of any historic resource including, but not limited to, exterior changes to or modifications of structure, architectural details , or visual characteristics such as paint color and surface texture, grading, surface paving, new structures, cutting or removal of trees and other natural features, disturbance of archaeological sites or areas, and the 133
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4 placement or removal of any exterior objects such as signs, plaques, light fixtures, street furniture, walls, fences, steps, paintings and landscape accessories affecting the exterior visual qualities of the property.

B. "Historic District" means the original one square mile of the City of Clovis, bounded by Barstow Avenue to the south, Sunnyside Avenue to the east, Sierra Avenue to the north, and Minnewawa Avenue to the west.

C. "Historic Landmark" means any non-residential improvement in the historic district that has special historic, cultur al, aesthetic, or architectural character, interest, or value as part of the development, heritage, or history of the City, the State, or the nation, and that has been designated pursuant to this Chapter.

D. "Historic Resource " means non-residential improvements, buildings, structures, signs, features, sites, places, areas, or other objects of historic aesthetic, educational, cultural, or architectural significance to the citizens of the City, within the historic district, which may or may not have be en officially designated as "historic landmarks" or "historic sites" as hereinafter defined.

E. "Historic Site" means a parcel or part thereof , within the historic district, on which a historic resource is situated and any abutting parcel or part thereof co nstituting part of the premises on which the historic resource is situated, and which has been designated a historic site pursuant to this Chapter.

F. "Improvement" means any building, structure, place, parking facility, fence, gate, wall, work of art or other object constituting a physical betterment of real property, or any part of such betterment.

G. "Preservation" means the identification, study, protection, restoration, rehabilitation, or enhancement of historic resources.

9.81.03 Creation of Historic Preservation Board.

A. Establishment. In order to execute the purposes declared in this Chapter, there is created a Historic Preservation Board.

B. Appointment.

1. The Historic Preservation Board shall consist of five (5) members.

2. Each member shall be:
a. Appointed by the City Council, following recommendation by the Mayor; and
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5 b. A resident of the City; and
c. Appointed to a four (4) year term. For the initial appointment, three (3) members will be appointed for a four -year term and the remaining two (2) members will be appointed to a two-year term.

3. The Council and Mayor may consider appointing members from, but not limited to, such professions, disciplines, and interests as: licensed architects and structural engineers; urban planners and landscape architects ; attorneys and real estate experts; members of community groups and residents within historic districts, occupants of historic landmarks, and owners of historic sites.

C. Meetings. The Historic Preservation Board shall hold regular meetings at least once per month.

9.81.04 Powers and Duties of Historic Preservation Board.

The Historic Preservation Board shall have the following powers and duties:

A. The Historic Preservation Board will be an advisory body to the Planning Commission and City Council.

B. The Historic Preservation Board will develop and recommend an initial list of historic landmarks and historic sites within the Historic District for the Planning Commission and City Council to consider.

C. Establish criteria for, conduct and keep current a re gister of historic resources within the boundaries of the City subject to approval by the City Council.

D. Recommend to the Planning Commission and City Council guidelines for the designation of historic landmarks and historic sites subject to the provisions of Section 9.81.05 of this Chapter.

E. Review and comment upon the conduct of land use, housing and redevelopment, municipal improvements and other types of planning and programs undertaken by any other agency of the City, the County or State as they relate to the historic resources of the community as requested by City Council.

F. Recommend standards to be considered by the City Council to be used by the Director of Planning and Development Services, Historic Preservation Board, and the Planning Commission in reviewing applications for permits to construct, change, alter, modify, remodel, remove or significantly affect any historic resource.

Such standards shall include the Standards for Rehabilitation adopted by the United States Secretary of the Interior, as set forth in 36 Code of Federal Regulations part 1208, as said part may from time to time be amended. 135
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6 G. Investigate and report to the City Council on the use of various Federal, State, local or private funding sources and mechanisms available to promote historic preservation in the City.

H. Recommend approval or disapproval, in whole or in part, applications for permits pursuant to this Chapter.

I. Render advice and guidance, upon the request of the owner or occupant of the property affected, on the restoration, alteration, decoration, landscaping, or maintenance of any historic resource, including a landmark, landmark site, , or property in the vicinity of the foregoing within public view thereof.

J. Participate in, promote, and conduct public information, educational and interpretive programs pertaining to historic resources.

K. Review and make recommendations to the City Council regarding applications for and the administration of historic property contracts submitted or entered into pursuant to Government Code sections 50280 through 50290.

L. Perform such other duties and exercise such other powers as may be specified by the City Council.

9.81.05 Historic Designation Criteria.

A. For the purposes of this Chapter, an improvement may be designated an historic landmark or historic site by the City Council pursuant to Section 9.81.06 of this Chapter if it meets the following criteria:

1. It exemplifies or reflects special elements of the City's cultural, aesthetic, or architectural history; or

2. It is identified with persons or events significant in local, State, or national history; or

3. It embodies distinctive characteristics of a style, type, period, or method of construction, or is a valuable example of the use of indigenous materials or craftsmanship; or

4. It is representative of the notable work of a builder, designer, or architect.

9.81.06 Historic Designation Procedures.

Historic landmarks and historic sites shall be established by the City Council in the following manner:

A. The Historic Preservation Board may request the designation of an improvement as an historic landmark or the designation of an historic site or historic district , on its own accord, or based on testimony by members of the public. 136
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7 B. The Historic Preservation Board shall conduct a study of the proposed designation and, based on such documentation as it may require, make a written recommendation to the Planning Commission as to the appropriateness of the designation.

C. Upon receipt of the written recommendation of the Historic Preservation Board, the Planning Commission shall schedule a public hearing.

D. The Director of Planning and Development Services shall give notice of the date, place, time and purpose of the hearing , and the recommendation o f the Historic Preservation Board by first class mail to all applicants, owners, and occupants of the improvement at least twenty (20) days prior to the date set for the public hearing, using the name and address of such owners as shown on the latest equalized assessment rolls, if they are otherwise not known. Notice of the hearing shall also be advertised once in the newspaper.

E. The Planning Commission shall conduct a public hearing and shall provide a reasonable opportunity for all interested parties to express their opinions.

F. At the conclusion of the public hearing, but in no event more than thirty (30) days from the date set for the initial public hearing or any continuance thereof for the designation of a proposed historic landmark or historic site, the Planning Commission shall recommend, in writing, approval in whole or in part, or disapproval in whole or in part, of the application. Such written determination shall contain a description of the actual property or properties to be designated and shall be filed with the City Council, the City Clerk, and the Building Official. The City Clerk shall mail notice of such decision to the applicants and the owners and occupants of the proposed designated historic site or historic landmark. Not ice shall also be mailed to any other interested parties as may request a copy thereof.

G. The City Council, within thirty (30) days of receipt of the recommendations from the Planning Commission, or as soon thereafter as possible , shall by resolution approve the application in whole or in part, or shall by motion disapprove it in its entirety. The City Council shall hold a public hearing on such proposed resolution.

Notice of the time and date set for the public hearing on such proposed resolution shall be mailed to all applicants and the owners and occupants of the proposed designated historic site or historic landmark. The Council, in its public hearing on the proposed resolution, shall provide a reasonable opportunity for all interested persons to express their opinions.

H. The City Clerk shall notify the Building Official of any official designation adopted by resolution by the City Council. The Clerk shall also file within ninety (90) days of such designation with the County Recorder a certified copy of the resolution which shall include the name of the current property owner, the designating entity, the specific historic resources designation and a legal description of the property, together with a notice briefly stating the fact of said designation and a summary of the effects said designation will have. The Clerk further shall mail a copy of the 137
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8 resolution approving said designation or a copy of the minute order showing disapproval of said designation, to all applicants and the owners and occupants of the proposed designated historic site or historic landmark, and to any other person who requests a copy.

I. Failure to send any notice by mail to any property owner where the address of such owner is not a matter of public record shall not invalidate any proceedings in connection with the proposed designation. The Planning Commission and Council may also give such other notice as they may deem desirable and practicable.

J. While an application for designation of an improvement as an historic landmark or the designation of an historic site is pending, no building, alteration, demolition, or removal permits for any proposed historic site or historic landmark shall be issued.

Exceptions may be considered in case of hardship as defined in Section.9.81.14 of this Chapter.

K. Annually, the Historic Preservation Board shall review the r egister of historic designations and present it to the Council, along with any recommended changes.

9.81.07 Permit Required.

It is unlawful for any person to tear down, demolish, construct, alter, remove or relocate any improvement, or any portion thereof, which has been designated an historic landmark or historic site pursuant to the provisions of this Chapter, or to alter in a ny manner any exterior architectural feature of such an historic landmark or historic site, or to place, erect, alter, or relocate any sign on an historic landmark or historic site, without first obtaining written approval to do so in the manner provided i n this Chapter from the Director of Planning and Development Services.

9.81.08 Permit Approval Procedure.

The following procedures shall be followed in processing applications for approval of work covered by this Chapter:

A. The Building Official shall re port any application for a demolition permit or a building permit to work on a designated historic site or historic landmark to the Director of Planning and Development Services. If the permit seeks to demolish or significantly alter or reconstruct the his toric site or historic landmark, t he Director of Planning and Development Services shall refer such application to the Historic Preservation Board for its review and recommendation. The Historic Preservation Board shall review the application and shall sub mit its written recommendation to the Planning Commission within sixty (60) days after receipt of the application from the Director of Planning and Development Services. In connection with its review, the Historic Preservation Board may hold hearings and may require any documentation it believes reasonably necessary to make its recommendation. The Historic Preservation Board shall make all recommendations in accordance with the prescriptive standards adopted pursuant to Section 9.81.05 and 9.81.04 F. 138
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9 B. If the permit seeks to make minor alterations or repairs, t he Director of Planning and Development Services shall review the permit and, if the proposed work complies with the Central Clovis Design Standards, as may be amended, approve the permit. Minor alterations are those alterations which the Director of Planning and Development Services or his/her designee determines will not adversely affect the exterior architectural characteristics nor the historical or aesthetic value of the historic structure, its site, or surroundings.

C. If no building permit would otherwise be required pursuant to the City Code, application for approval to pursue work on a designated historic site or historic landmark shall be made to the Director of Planning and Development Services. If the proposed work is in compliance with the Central Clovis Design Standards , as may be amended, the Director of Planning and Development Services shall approve the application.

D. All applications shall be accompanied by plans and specifications describing the proposed work as well as any other material considered by the Director of Planning and Development Services , Historic Preservation Board , or the Planning Commission to be reasonably necessary for the proper review of the proposed project.

E. Whenever the application is to tear down, demolish, construct, alter, remove, or relocate any improvement, or any portion thereof, which has been designated a historic landmark or historic site pursuant to the provisions of this Chapter, the Planning Commission shall hold a public hearing thereon. The Planning Commission may hold public hearings on other applications as they deem necessary.

The hearing shall be held at the next available regularly scheduled Planning Commission meeting after receipt of the Historic Preservation Board's recommendation, and after proper notice has been given of such hearing. Notice of such hearing shall be given by first class mail to each applicant at least ten (10) days prior to the date set for such hearing. Notice of the hearing shall also be advertised once in the newspaper not less than five (5) calendar days prior to said hearing. Any hearing may be continued from time to time by the Planning Commission.

F. At the close of the hearing, the Planning Commission shall approve or disapprove, in whole or in part, such application in accordance with the standards adopted pursuant to Section 9.81.05 and 9.81.04 F , considering the recommendations of the Historic Preservation Board. The Planning Commission's decision shall be in writing and shall state the findings of fact relied upon in reaching such decision.

Such decision may be appealed to the City Council.

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10 9.81.09 Permit Approval Criteria.

The Director of Planning and Development Services, Planning Commission, or the City Council upon appeal, shall issue an approval for any proposed work as described in Section 9.81.08 based upon the following criteria or other criteria as determined by the Planning Commission pursuant to Section 9.81.05:

A. In the case of any property designated a historic landmark, the proposed work would not detrimentally alter, destroy, or adversely affect any exterior architectural feature; or
B. In the case of construction of a new improvement, building, or structure upon a historic site, the exterior of such improvements will not adversely affect and will be compatible with the external appearance of existing designated improvements, buildings, and structures on said site.

9.81.10 Appeals.

Any interested party may appeal any decision of the Planning Commission pursuant to Section 9.81.09 to the City Council by filing an appeal within fifteen (15) days after the date of the notice of the Planning Commission 's decision in accordance with the procedures and requirements set forth in Chapter 9.90 of the Municipal Code.

9.81.11 Ordinary Maintenance and Repair.

Nothing in this Chapter shall be construed to prevent any reasonable uses of any property or properties covered b y this Chapter that are not in conflict with the purposes of this Chapter, including the ordinary maintenance or repair of said property that does not involve a change in design, material, or external appearance thereof.

9.81.12 Unsafe or Dangerous Conditions.

Nothing in this Chapter shall be construed to prevent any measures of construction, alteration or demolition necessary to correct the unsafe or dangerous condition of any structure, or feature or part thereof, covered by this Chapter, where such condi tion has been declared unsafe or dangerous by the Building Official or the Fire Marshal, and where the proposed measures have been declared necessary by such officials to correct such condition; provided, however, that only such work as is reasonably neces sary to correct the unsafe or dangerous condition may be performed. In making a determination as to whether such work is reasonably necessary as aforesaid, the above-mentioned officials may refer to, and be guided by, the State Historical Building Code (H& S Code section 18950 et seq.) as the same may from time to time be amended, revised, or replaced.

9.81.13 Duty to Keep in Good Repair.

The owner, occupant, or other person in actual charge of a historic resource shall keep in good repair all of the exterior portions of such improvement, building or structure. It shall be the duty of the Building Official to enforce this Section. 140
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11 9.81.14 Showing of Hardship.

The Planning Commission need not disapprove an application for a permit to carry out any proposed work on a historic landmark or a historic site, if the applicant presents clear and convincing evidence of facts demonstrating to the sati sfaction of the Planning Commission that such disapproval will cause immediate and substantial hardship on the applicant because of conditions peculiar to the person seeking to carry out the proposed work, whether this be the property owner, tenant, or res ident, or because of conditions peculiar to the particular improvement, building, or structure or other feature involved, and that failure to disapprove the application will be consistent with the purposes of this Chapter. In determining whether extreme hardship exists, the Planning Commission shall consider, among others, the following criteria:

A. Whether denial of the applicant will diminish the value of the subject property so as to leave substantially no value.

B. Whether reasonable utilization of the property is prohibited or impractical.

If a hardship is found to exist under this Section, the Planning Commission shall make a written finding to that effect and shall specify the facts and reasons relied upon in making such finding. Such finding may be appealed to the City Council pursuant to the provisions of Section 9.81.10.

9.81.15 No Retroactive Application.

The provisions of this Chapter shall be inapplicable to the construction, alteration, demolition or removal of any structure or other feature on a designated historic landmark or historic site, where a permit for the performance of such work was issued prior to initiation of proceedings for such designation, and where such permit has not expired or been cancelled or revoked, provided that construction is started and diligently prosecuted to completion in accordance with the City Building Code.

9.81.16 Failure to Act.

If for any reason, the Historic Preservation Board fails to take action within the timelines provided in this Chapter, the matter shall automatically proceed to the Planning Commission for consideration and action.

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

APPROVED:

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12 * * * * * * * * * *
The foregoing Ordinance was introduced and read at a regular meeting of the City Council held on this ___ day of ____________ 2022, and was adopted at a regular meeting of said Council held on this ___ day of _______________, 2022, by the following vote, to wit:

AYES:

NOES:

ABSENT:

ABSTAIN:

Dated:

________________________________
City Clerk
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1 McKencie Perez
From: Kevin and Susan < >
Sent: Saturday, November 9, 2024 4:30 PM
To: McKencie Perez
Subject: [External] Info meeting re Historic District
Hello,

We received the notice for the info meeting on 11/19 in Clovis regarding our property in Clovis. Will it be available by ZOOM or if the info can be provided to us by email? We own a 4plex in the area and just need to know what effects on our property.

Thank you.

Susan and Kevin

Attachment 2
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1 McKencie Perez
From: Ka Vang < >
Sent: Sunday, November 10, 2024 1:25 AM
To: McKencie Perez; Ka Vang
Subject: [External] Questions Regarding Proposed Historic District and Informational Meeting Dear Ms. Perez,

I recently received the invitation to the property owner informational meeting regarding the proposed Historic District within the Central Clovis Specific Plan. I appreciate the city’s efforts to preserve Clovis’s historic resources and wanted to gather some additional information in preparation for the meeting. I have a few questions and would appreciate any insights you could provide.

My main areas of interest include:

1. Criteria for Historic Designation: Could you clarify the criteria used to select properties for the proposed Historic District and how my property was assessed?

2. Impact on Property Usage: I am curious about how the historic designation may affect my ability to renovate or make changes to my property. Are there specific restrictions or guidelines?

3. Financial Considerations and Incentives: Will this designation impact property taxes, and are there any financial incentives available, such as grants or tax credits, for properties within the historic district?

4. Role of the Historic Preservation Board: Could you explain the scope of the Historic Preservation Board’s authority and how decisions will be made regarding individual properties?

5. Future Development and Zoning Implications: Will the historic designation influence future zoning or development opportunities in the area?

6. Community Involvement: Lastly, how will community feedback be incorporated into the final decisions, and are there additional opportunities for property owners to provide input beyond this meeting?

If there are resources or documents available in advance, I would appreciate any materials that could help me better understand the implications for my property.

Thank you for your time and assistance. I look forward to learning more about the project and how it may impact the community.

Best regards,

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2 Ka Vang
Mobile:

Email :

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1 McKencie Perez
From: pjwoodworth woodworthcpa.com < >
Sent: Monday, November 11, 2024 10:41 AM
To: McKencie Perez
Cc: pjwoodworth woodworthcpa.com
Subject: [External] Historic District Meeting
Follow Up Flag: Follow up
Flag Status: Flagged
McKencie:

I want to discuss the postcard we received on Saturday (11-09-2024) regarding the Historic District designation and the City’s pursuit of assessing our properties for this designation.

I also want to discuss the fact we were never advised of this committee (HPC) by any form or means, and why it is allowed to determine an additional assessment on our properties that are not historic and likely not to receive any beneﬁt from this District?

Please let me know what day/time you are available to discuss prior to the meeting.

Paul J. Woodworth, Manager

Mountain View Investment Properties, LLC and Alves Farms, LLC

Disclaimer
Any accounting, business or tax advice contained in this communication, including attachments and enclosures, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion, nor is it sufficient to avoid tax-related penalties. If desired, The Woodworth Group and (or) Paul J. Woodworth, CPA would be pleased to perform the requisite research and provide you with a detailed written analysis. Such an engagement may be the subject of a separate engagement letter that would define the scope and limits of the desired consultation services.

PRIVILEGED AND CONFIDENTIAL
This communication and any accompanying documents are confidential and privileged. They are intended for the sole use of the addressee. If you receive this transmission in error, you are advised that any disclosure, copying, distribution, or the taking of any action in reliance upon this communication is strictly prohibited.

Moreover, any such disclosure shall not compromise or waive the attorney-client, accountant-client, or other privileges as to this communication or otherwise. If you have received this communication in error, please contact me at the above email address or by telephone at (559) 299-1120 .

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1 McKencie Perez
From: Tony Ramirez < >
Sent: Tuesday, November 12, 2024 8:37 AM
To: McKencie Perez
Subject: [External] Historical District
Good morning,

I am the current owner of 1074 Harvard and got notice of trying to make the area a historical district. I will not be able to attend the meeting on November 19th and would like to know what these means for my residence? In my experience, if something is "historical" you cannot make changes, build upon or sell without proper authorization. Can you give me info on what this means to a homeowner?

Thank you,
Tony

Sent from my Verizon, Samsung Galaxy smartphone
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1 McKencie Perez
From: Alison Roberto < >
Sent: Tuesday, November 12, 2024 4:07 PM
To: McKencie Perez
Subject: [External] Questions
Follow Up Flag: Follow up
Flag Status: Flagged
Ms. Perez,

Please explain cost involved in being a historic property. Keep in mind my property was built, I believe, in 2001. How much will this cost me? Can homeowners opt out if home is not actually over 100 years old? Give more details please.

Alison Roberto
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1 McKencie Perez
From: therese mitchell < >
Sent: Wednesday, November 13, 2024 2:44 PM
To: McKencie Perez
Subject: [External] Historical Clovis

I’m not sure I will be able to attend the meeting on the19th. I have a few questions; 1) Will this change increase property taxes in the historical district? 2) Will we be monitored to keep are lawns; front of homes a certain way? 3) will we have to go thru Historical society to do home remodeling,not previously done? 4) How do I know if I qualify for Mills Act Program?
My address is 318 Baron Ave.

MY EMAIL
Phone

Thank you.

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AGENDA ITEM NO. 14.
1 McKencie Perez
From: Jim <[email protected]>
Sent: Thursday, November 14, 2024 10:27 AM
To: McKencie Perez
Subject: [External] Historic District meeting Tuesday Nov 19 Follow Up Flag: Follow up
Flag Status: Flagged
Mckenzie, can you please send me info you will be presenng at the meeng. Unfortunately, I am having surgery that morning and may not be able to aend. I have two pieces of property in the Historical boundary and would like to know what it means going forward…thanks

PLEASE NOTE NEW EMAIL ADDRESS BELOW

Jim Fantaski

7110 N. Fresno Street
Suite 430
Fresno, CA 93720
559.435.5725 (Fresno Oﬃce)
559.696.9423 (Cell)
916.297.6394 (Roseville Oﬃce)
[email protected]

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The information in this email is confidential and is intended solely for the addressee. If you are not the intended addressee and have received this email in error, please reply to the sender to inform them of this fact.

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1 McKencie Perez
From: Sunil S. Ranka < >
Sent: Thursday, November 14, 2024 1:37 PM
To: McKencie Perez
Cc: Dilip Bhandari; Deven Shah; Deven Shah; Jugraj Sripal Jain Subject: [External] Questions Regarding Proposed Historic District Designation for 550 W Escalon Ave, Clovis, CA 93612

Dear Senior Planner Perez,
I hope this message finds you well. I am reaching out as one the owner of 550 W Escalon Ave, Clovis, CA 93612 , which has been identified within the proposed Historic District boundary in Clovis. We recently received the informational letter regarding the upcoming Property Owner Meeting and wanted to gather some additional information about the potential impact of this designation on our property.
• Impact on Property Rights and Usage
o Will the historic designation restrict how we can use or modify our properties?
o What specific renovations or alterations would require approval from the Historic Preservation Board?
o Are there any restrictions on additions, modernizations, or updates to our properties?
• Financial Implications
o Are there tax incentives or grants available to help cover the costs of maintaining a historic property?
o Will there be any increase in property taxes or fees due to the historic designation?
o Are there additional insurance requirements or costs associated with being in a historic district?
• Maintenance Requirements
o What are the maintenance standards for properties in the historic district? o Would we be required to use specific materials or follow particular guidelines for repairs?
o Are there additional inspections or approvals required for regular upkeep? • Resale and Property Value
o How does historic designation typically impact property values? o Are there restrictions or obligations that we would need to disclose to potential buyers?
o Is there any data on how historic designation has affected property sales in similar areas?
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2 • Involvement in Decision-Making
o How will property owners’ feedback be used in finalizing the historic district boundaries and regulations?
o Is there a way to opt out if a property owner does not wish to be part of the historic district?
o Will there be ongoing opportunities for property owners to provide input after the designation is in place?
• Process and Timeline
o What is the timeline for finalizing the historic district designation? o When would any new rules or regulations take effect?
o How will we be informed about any changes to our rights or responsibilities as historic property owners?
• Support and Resources
o Will the city provide any resources or support for understanding and navigating the historic designation process?
o Are there workshops or materials available to help property owners comply with historic preservation guidelines?
• Appeals and Variances
o If a property owner disagrees with a restriction, is there an appeal or variance process?
o Who would make the final decision on appeals or requests for exceptions to historic district rules?
Thanks,

On behalf of owners of 550 W Escalon Ave
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1 McKencie Perez
From: Melinda Lee < >
Sent: Friday, November 15, 2024 1:00 PM
To: McKencie Perez
Subject: [External] Historic District
I cannot attend the meeting for property owners on November 19. I want to know how this historic district will affect a vacant lot on Acacia. Will it affect someone being able to build on the lot? Will different or new rules and parameters for construction be changed or added to existing rules?

This property has been in my family for many decades. It once had a shack of a house lived in by an old man named Charlie who passed away in the late 1960s or early 1970s. There was an out building/garage of several bays. It was razed along with the little house leaving a vacant lot.

Charlie was an interesting man who grew up in the late 1800s. As a child, I heard his interesting stories.

He spent a lot of time at the 500 Club downtown. My grandparents owned and lived in the house next door from the 1940s. They bought Charlie's property at some point. It continues to be in our family.

I was a little kid when (in the 1950s and early 1960s) Charlie, Old Man Ford from across the open field to the northwest, Jake Rose from across the alley, Bob Bretz from across Acacia, Glen from across Third Street, and my grandfather used to sit under the grape arbor drinking Brown Derby beer and talk about the events of the day. They discussed the nuclear threat, the cold war, the economy, and the Russians.

Many times, Charlie would sum up the conversation saying, "Where's it all gonna terminate?"

I served on a citizen committee as an archaeologist that was tasked with writing an historic preservation ordinance for the county where I lived at the time. I am keenly interested in the plans Clovis has for its historic district.

Melinda Lee

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1 McKencie Perez
From: Sheryl Boe < >
Sent: Tuesday, November 19, 2024 10:32 AM
To: McKencie Perez
Subject: [External] Historic Preservation
Hi McKencie,

I live at 312, Oxford Ave, Clovis CA 93612. I am not able to make tonight’s meeting but wanted to share how strongly I feel regarding the importance of the preservation of Old Town Clovis. I am extremely heartbroken regarding the recent 4-plexes that have been built on our street and a couple streets west of us. These destroy what old town has always been known for. We moved here just seven years ago to be part of an amazing community and want to do everything we can to be sure it is not over run by these modern looking places.

I would like to do whatever I can to help make sure no more of these places are allowed within this mile radius! I don’t mind the fact they are a four plex. It is the design that destroys our neighborhood!

Please let me know how I can help!

Sheryl

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1 McKencie Perez
From: AnnaLaMattina < >
Sent: Tuesday, November 19, 2024 2:26 PM
To: McKencie Perez
Subject: [External] Historic District Mtg
Hello McKencie,
My name is Anna LaMattina and I own two properties on Lincoln btw Bartow and Clovis Ave. My great grandfather, Antonio Petrosino built the block!

am unable to attend the meeting and was just wondering if you could send me the info via email? Lots of history in OTC and I would love to see these homes preserved.

Thank you!
Anna
Sent from my iPhone
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1 McKencie Perez
From: Rachel Youdelman < >
Sent: Wednesday, November 20, 2024 8:20 AM
To: McKencie Perez
Subject: [External] Historic District meeting--thank you & questions McKencie Perez
Senior Planner
City of Clovis CA

Ms Perez:

Thank you for hosting the property-
owner informational meeting last evening. Your work
and your expertise are very much appreciated.

I have some questions:
• Is a map of Clovis available which shows population per neighborhood? • What is the population of the area of Old Town which is shown in the map on the meeting-invitation card?
• Will any of the proposal to create the historic district affect the transition to district-based city-council elections?
I fully support the effort to create a historic district. I have followed the relevant city council meetings, so I am familiar with how the proposal came about. It is commendable that it began with the focus on preservation of the Carnegie Library building, an important local historical landmark.

At last night's meeting, it was disheartening to witness Old Town residents' hostility and suspicion toward the city government, whose staff are spearheading something which will be positive and beneficial to the community.

There are pros and cons to creating a historic district, but in my view, the benefits far outweigh any drawbacks. I used to live in Boston, where the Beacon Hill neighborhood is a carefully protected historic district and where property owners wanting to make the smallest exterior alteration must apply for design review by the Beacon Hill Architectural Commission (they meet once a month)-- Beacon Hill is a gorgeous neighborhood, a living museum which attracts tourists from all over the world, boosting the lo cal economy, and is a source of deep civic pride. Beacon Hill is beloved by everyone. Creating a historic district in Clovis, though the town is relatively young at just 130 years old, is a step toward nurturing community, prizing history, encouraging civic pride, and will likely be an economic boon as well.

Thank you again, and thank you for answering my questions when you have a moment.

Rachel Youdelman (636 Oxford St, Clovis 93612)

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Rachel Youdelman

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1 McKencie Perez
From: Tom Gattie < >
Sent: Friday, November 22, 2024 12:39 PM
To: McKencie Perez
Subject: [External] 11/19/23 Property Owners Informational Meeting Ms. Perez,

I live at 511 1st. Street, in Old Town Clovis and I attended the informational meeting last Tuesday.

My house was built in
1947, Just a couple comments and recommendations.

* I believe I understand reasons for this possible historic district, of which I initially support, although I still have a number of questions going forward.

*My brother and his wife also live in the proposed district, as does my oldest son. I have a number of friends who live in the district as well. I have lived in this district for over 25 years, but went to Clovis High gradu ating in 1967. My brother has live in the district for about 35 years, and my son since 2013.

*Like most folks I am concerned exactly what does this proposed district might do to any zoning, build ing, or other restrictions going forward with our properties. Also, if there will be a special financial assessment to our properties in order for preserving historic resources.

*As I sat and watched the meeting begin and continu e, it was obvious that the acoustics for this large group in this large room made it difficult for many of us "old timers" (I'm 75) to hear much of what the speakers were saying, as they went through the visual presentation on the screen, as well as many of the complaints and concerns raised by some citizens in the meeting. I strongly suggest in any future meetings that a printed copy of your powerpoint prese ntation be made available to all in attendance, or at least send a copy in advance to citizens who signed up and provi ded their email address. This might help folks to follow along.

I also suggest that maybe instead of giving concerned or angry citizens the microphone that you allow citizens to provide written questions to the speakers that can be answered by them. Some folks just want to vent before they even know where this proposal is going.

*Lastly, do you know how the creation of a Historic Preservation Board will be made? I would suggest a balance of residential and business owners comprise the Board. I don't even know how the Historic Preservation C ommittee was created and who comprises that committee who you ha ve been working with.

Thank you for your time.

Tom Gattie
511 1st. Street
Clovis, CA 93612

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1 McKencie Perez
From: Carlene Simpson < >
Sent: Tuesday, November 26, 2024 3:51 PM
To: McKencie Perez
Cc: Monica Moore
Subject: [External] Property owner informational meeting Nov.19th 2024 Mr. Perez,
My name is Carlene Simpson, and I own the properties 338 thru 444 Pollasky. I received your notice regarding property owner informational meeting. I was unable to attend however, I would like to be emailed the meeting minutes.

I appreciate your time, and I will follow up with any additional questions.

Carlene Simpson

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1 McKencie Perez
From: james wood < >
Sent: Thursday, November 28, 2024 10:45 AM
To: McKencie Perez; james wood
Subject: [External] Historic district boundaries
Happy thanksgiving McKenzie, Jim wood here. Sorry I did not make it to your meeting. I have property at 312 5th st and was wondering what affects I will have due to the boundary I’m in.

Sent from my iPad
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1 McKencie Perez
From:

Sent: Tuesday, December 3, 2024 12:26 PM
To: McKencie Perez
Subject: [External] Clovis "Historic District
Dear Mr. Perez:

We were unable to attend the property owner informational meeting on November 19 regarding the preservation of the historic district in Clovis. We own two residential properties within the historic district. Could you kindly let us know in what ways this would impact us as owners, i.e. taxes, property use, etc.

Thank you for your assistance in this matter.

Sincerely,

Marilyn F Johnson
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1 McKencie Perez
From: Cheryl Frantzich < >
Sent: Sunday, December 8, 2024 1:42 PM
To: McKencie Perez
Subject: [External] Nov 19 historical meeting
We couldn’t make it can u share what went down? Thanks
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1 McKencie Perez
From: Tisha Espinoza < >
Sent: Friday, December 13, 2024 3:09 PM
To: McKencie Perez
Subject: Re: [External] Historic Preservation Question
Thank you for your prompt response and the answer to my question . After giving your answer some thought, I feel the City of Clovis should first identify the houses that meet the criteria of being historic, before selecting the committee to spearhead the Historic Preservation Board. If the city quickly identified the historic preservation boundaries, it tells me the city must have documentation readily available of the historic houses; therefore, the committee can move swiftly in setting the ordinance criteria for the historic houses.

Also, I have an issue about the qualifications of the people who will make up the committee.

I feel the majority of the people selected to be in the Historic Preservation Board should be owners of a house that is deemed historic because they’ll have a better understanding of the criteria to establish the ordinance for the historic houses.

Thank you for your time in addressing my concerns.

Sent from my iPhone

> On Dec 11, 2024, at 4:17 PM, McKencie Perez <[email protected]> wrote:
>
> Good afternoon,
>
> Thank you for your email. We currently do not have a number of how many properties meet the criteria that was outlined. That will be one of the tasks that the Historic Preservation Board would be tasked with completing. If you have any other questions, please let me know. >
> McKencie Perez, MPA | Senior Planner
> City of Clovis | Planning Division
> 1033 Fifth Street, Clovis, CA 93612
> p. 559.324.2310
> [email protected]
>
>
> -----Original Message-----
> From: Tisha Espinoza < >
> Sent: Wednesday, December 11, 2024 3:25 PM
> To: McKencie Perez <[email protected]>
> Subject: [External] Historic Preservation Question
>
> I was at the Property Owner Information meeting November 19. After hearing the presentation and the feedback from the many property owners on the preservation of historic houses, it has come to my mind that there was actually no information from the planning division as to how many houses within the one mile radius actually meet the criteria of 75 years old to be deemed as historic. It would be of vital significance to know how many houses meet that criteria. >
> Look forward to getting feedback on that detail fact . 169
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2 >
> Thank you,
> Leticia Espinoza
> Sent from my iPhone
> This e-mail may contain confidential and privileged material for the sole use of the intended recipient. Any review, use, distribution or disclosure by others is strictly prohibited. If you are not the intended recipient (or authorized to receive for the recipient), please contact the sender by reply e- mail and delete all copies of this message.
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1 McKencie Perez
From: City of Clovis Website <[email protected]> Sent: Wednesday, December 18, 2024 2:30 PM
To: McKencie Perez
Subject: [External] Historic Preservation
Name: Julie Andrews
Email:

Address: 445 DeWitt
Message: I have been doing research regarding how many historic buildings of Significance remain in your proposed district. I have identified 6 at this time. Why oh why are you not simply submitting those buildings to the Historic Registry for Fresno County? Why make this giant leap to put the cart before the horse?
Attachments (2 Max..):

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Date: December 18, 2024
Time: 2:30 pm
Page URL:
https://link.edgepilot.com/s/c820473f/cmycl2BgaE2_Tpret2D68w?u=https://cityofclovis.com/planning- and-development/planning/planning-projects/historic-preservation/ User Agent: Mozilla/5.0 (iPhone; CPU iPhone OS 18_1_1 like Mac OS X) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/18.1.1 Mobile/15E148 Safari/604.1
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1 McKencie Perez
From: City of Clovis Website <[email protected]> Sent: Thursday, December 19, 2024 4:31 AM
To: McKencie Perez
Subject: [External] Historic Preservation
Name: Sylvia Fike
Email:

Address: 566 W Bedford
Message: I own property with my two sisters in Old Town. Our property is on Pollasky next to West Community Bank. I am interested in getting updates on information regarding establishing the historic district.

Attachments (2 Max..):

---

Date: December 19, 2024
Time: 4:30 am
Page URL: https://link.edgepilot.com/s/1957c49a/TjoKW0reDESbpg- kM9TQkw?u=https://cityofclovis.com/planning-and-development/planning/planning-projects/historic- preservation/
User Agent: Mozilla/5.0 (iPhone; CPU iPhone OS 18_1_1 like Mac OS X) AppleWebKit/605.1.15 (KHTML, like Gecko) Version/18.1.1 Mobile/15E148 Safari/604.1
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From: City of Clovis Website <[email protected]> Sent: Thursday, December 19, 2024 2:40 PM
To: McKencie Perez
Subject: [External] Historic Preservation
Name: Tami Myers
Email:

Address: 1219 3rd St., Clovis, CA 93612
Message: How can it be legal to change the usage on a property without a vote by the public? How can the government control private property differently than what is recorded when the property was purchased? I attended the last meeting, and the speaker cal led our houses "resources"... my home is not
a government resource. How is this legal?
Attachments (2 Max..):

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Date: December 19, 2024
Time: 2:39 pm
Page URL:
https://link.edgepilot.com/s/a8d02e9c/gQn02OwQkUSq_gmFSaL3Hw?u=https://cityofclovis.com/plann ing-and-development/planning/planning-projects/historic-preservation/ User Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/131.0.0.0 Safari/537.36 Edg/131.0.0.0
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AGENDA ITEM NO. 14.

From: Rachel Youdelman < >
Sent: Thursday, April 3, 2025 1:43 PM
To: McKencie Perez
Subject: [External] Upcoming Public Hearing on Historic Preservation

April 3, 2025

McKencie Perez
Deputy City Planner
Planning Division
City of Clovis
[email protected]

Dear Ms. Perez:

I have received the Clovis City Council’s notice of the April 14 public hearing on the creation of a Historic Preservation Board and a Historic District.

I will not be able to attend the meeting in person. Therefore, I am writing to the Planning Division to express my strong support for the creation of such a board and district, based
on the following:

Aside from the preservation of heritage, the protection and showcasing of Old Town’s architectural and cultural history, and the maintenance of the unique character of the area, the establishment of a historical district will have a variety of benefits.

There is a direct tie from preservation to tourism, for example—our city’s history and cultural significance will attract visitors and boost local businesses. It will promote environmental sustainability, because reuse and adaptation of existing structures will be encouraged, reducing both waste and the carbon footprint associated with new construction.

Additionally, historic designation will increase property values, based on the desirability of living in a unique and preserved area. Think of the French Quarter in New Orleans, Boston’s Beacon Hill, Old Town Alexandria in Virginia—these beloved sites are but a few examples of successful historic districts. If the civic will exists, Clovis can be among them.

It’s an exciting prospect.

I want to add that I did attend the Nov. 19, 2024, meeting for residents of the proposed historic district, and as I mentioned in an email to
you, Ms. Perez , the next day, it was
very disheartening to witness Old Town residents express hostility and irrational suspicions about this proposal, which is nothing more than a positive step to benefit the entire community. I expect some of these same residents will show up to the April 14 meeting and air some of the same unreasonable viewpoints.

Finally, I’ll repeat what I said previously to
you, Ms. Perez : “There are pros and cons to
creating a historic district, but in my view, the benefits far outweigh any drawbacks. I used to live in Boston, where the Beacon Hill neighborhood is a carefully protected historic district and where property owners wanting to make the smallest exterior alteration must apply for design review by the Beacon Hill Architectural Commission (they meet once a month)— Beacon Hill is a gorgeous neighborhood, a living museum which attracts tourists from all over the world, boosting the local economy, and is a source of deep civic pride. Beacon Hill 174
AGENDA ITEM NO. 14.
is beloved by everyone. Creating a historic district in Clovis, though the town is relatively young at just 130 years old, is a step toward nurturing community, prizing history, encouraging civic pride, and will likely be an economic boon as well.”

Sincerely,

Rachel Youdelman
636 Oxford Ave
Clovis CA 93612

--
Rachel Youdelman

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AGENDA ITEM NO. 14.

Clovis City Council
Clovis Civic Center
1033 Fifth st
Clovis CA 93612
Subject: Proposed Historic Preservation District
Council Members,
Most of the area contained within the boundaries of the Proposed District does not appear to have any historical significance. I suggest that the Historical District be limited to the core Old Town Area where there are historical buildings over 100 years old.

Lets not make the district something that it should not be and that will deter or complicate future development. Is a Preservation District necessary? What’s the purpose?
I own a property at 1113 Oxford within the proposed district. It is a tract home with no outstanding architectural features. In the future if I decide to improve the house I do not wish to navigate additional permit requirements of another committee or board (Historical District).

Before the Planning Commission and City Council decide to proceed with the proposed district a quick survey of the area should be made to determine what areas actually have historical structures. I have been unable to find any east of Woodworth.

Some examples: The east side of Minnewawa seems to be included in the proposal.

Heading north from Barstow we encounter the following that have no historical significance:

Rose View Terrace retirement community, lower income apartments built in the 70's and 80's, a complex of small offices built in this century, a post office built in the late 1900s, etc. Why include this area in the District?

Please reconsider the boundaries. A smaller district will be much less costly to implement and manage.

Sincerely
Robert Hooke
3347 W Chennault Ave
Fresno CA 93711

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Clovis City CouncilApril 14, 2025

Clovis City Council
April 14, 2025