2—The United States or any of its agencies or instrumentalities. 3—A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities. 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities.
5—A corporation.
6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or territory.
7—A futures commission merchant registered with the Commodity Futures Trading Commission.
8—A real estate investment trust.
9—An entity registered at all times during the tax year under the Investment Company Act of 1940.
10—A common trust fund operated by a bank under section 584(a). 11—A financial institution as defined under section 581. 12—A middleman known in the investment community as a nominee or custodian.
13—A trust exempt from tax under section 664 or described in section 4947.
The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13.
IF the payment is for . . . THEN the payment is exempt
for . . .
• Interest and dividend payments All exempt payees except for 7.
• Broker transactions Exempt payees 1 through 4 and 6
through 11 and all C corporations.
S corporations must not enter an
exempt payee code because they
are exempt only for sales of
noncovered securities acquired
prior to 2012.
• Barter exchange transactions
and patronage dividends
Exempt payees 1 through 4.
• Payments over $600 required to
be reported and direct sales over
$5,0001
Generally, exempt payees
1 through 5.2
• Payments made in settlement of
payment card or third-party
network transactions
Exempt payees 1 through 4.
1 See Form 1099-MISC, Miscellaneous Information, and its instructions. 2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency.
Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) entered on the line for a FATCA exemption code.
A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37).
B—The United States or any of its agencies or instrumentalities.
C—A state, the District of Columbia, a U.S. commonwealth or territory, or any of their political subdivisions or instrumentalities.
D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i).
E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i).
F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state.
G—A real estate investment trust.
H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940.
I—A common trust fund as defined in section 584(a). J—
A bank as defined in section 581.
K—A broker.
L—A trust exempt from tax under section 664 or described in section 4947(a)(1).
M—A tax-exempt trust under a section 403(b) plan or section 457(g) plan.
Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed.
Line 5
Enter your address (number, street, and apartment or suite number).
This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, enter “NEW” at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records.
Line 6
Enter your city, state, and ZIP code.
Part I. Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. If you are a resident alien and you do not have, and are not eligible to get, an SSN, your TIN is your IRS ITIN. Enter it in the entry space for the Social security number. If you do not have an ITIN, see How to get a TIN below.
If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN.
If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). If the LLC is classified as a corporation or partnership, enter the entity’s EIN.
Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations.
How to get a TIN. If you do not have a TIN, apply for one immediately.
To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 800-772-1213. Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/EIN. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or Form SS-4 mailed to you within 15 business days.
If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and enter “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, you will generally have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments.
You will be subject to backup withholding on all such payments until you provide your TIN to the requester.
Note: Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon. See also Establishing U.S. status for purposes of chapter 3 and chapter 4 withholding, earlier, for when you may instead be subject to withholding under chapter 3 or 4 of the Code.
Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8.
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Part II. Certification
To establish to the withholding agen t that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise.
For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier.
Signature requirements. Complete the certification as indicated in items 1 through 5 below.
1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983.
You must give your correct TIN, but you do not have to sign the certification.
2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form.
3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification.
4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third-party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations).
5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or
distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification.
What Name and Number To Give the Requester
For this type of account: Give name and SSN of:
1. Individual The individual
2. Two or more individuals (joint account)
other than an account maintained by
an FFI
The actual owner of the account or,
if combined funds, the first individual
on the account1
3. Two or more U.S. persons
(joint account maintained by an FFI)
Each holder of the account
4. Custodial account of a minor
(Uniform Gift to Minors Act)
The minor2
5. a. The usual revocable savings trust
(grantor is also trustee)
The grantor-trustee1
b. So-called trust account that is not
a legal or valid trust under state law
The actual owner1
6. Sole proprietorship or disregarded
entity owned by an individual
The owner3
7. Grantor trust filing under Optional
Filing Method 1 (see Regulations
section 1.671-4(b)(2)(i)(A))**
The grantor*
For this type of account: Give name and EIN of:
8. Disregarded entity not owned by an
individual
The owner
9. A valid trust, estate, or pension trust Legal entity4
10. Corporation or LLC electing corporate
status on Form 8832 or Form 2553
The corporation
11. Association, club, religious, charitable,
educational, or other tax-exempt
organization
The organization
12. Partnership or multi-member LLC The partnership
13. A broker or registered nominee The broker or nominee
14. Account with the Department of
Agriculture in the name of a public
entity (such as a state or local
government, school district, or prison)
that receives agricultural program
payments
The public entity
15. Grantor trust filing Form 1041 or
under the Optional Filing Method 2,
requiring Form 1099 (see Regulations
section 1.671-4(b)(2)(i)(B))**
The trust
1 List first and circle the name of the person whose number you furnish.
If only one person on a joint account has an SSN, that person’s number must be furnished.
2 Circle the minor’s name and furnish the minor’s SSN.
3 You must show your individual name on line 1, and enter your business or DBA name, if any, on line 2. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN. 4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) * Note: The grantor must also provide a Form W-9 to the trustee of the trust.
** For more information on optional filing methods for grantor trusts, see the Instructions for Form 1041.
Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed.
Secure Your Tax Records From Identity Theft
Identity theft occurs when someone uses your personal information, such as your name, SSN, or other identifying information, without your permission to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund.
To reduce your risk:
• Protect your SSN,
• Ensure your employer is protecting your SSN, and
• Be careful when choosing a tax return preparer.
If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter.
If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity, or a questionable credit report, contact the IRS Identity Theft Hotline at 800-908-4490 or submit Form 14039.
For more information, see Pub. 5027, Identity Theft Information for Taxpayers.
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Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 877-777-4778 or TTY/TDD 800-829-4059.
Protect yourself from suspicious emails or phishing schemes.
Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft.
The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts.
If you receive an unsolicited email claiming to be from the IRS, forward this message to [email protected]. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 800-366-4484. You can forward suspicious emails to the Federal Trade Commission at [email protected] or report them at www.ftc.gov/complaint. You can contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338).
If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027.
Go to www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk.
Privacy Act Notice
Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information.
Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and territories for use in administering their laws. The information may also be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payors must generally withhold a percentage of taxable interest, dividends, and certain other payments to a payee who does not give a TIN to the payor.
Certain penalties may also apply for providing false or fraudulent information.
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Elderly Nutrition Program Exhibit A – Page 1 FY 2026-2027 Site Management
EXHIBIT A
TITLE III PROGRAM EXHIBIT
Title III C1 – Elderly Nutrition Program Site Management I. Definitions Specific to Title III Programs:
A. Program Requirements is defined as Title III program requirements found in the OAA [42 USC 3001-3058]; [45 CFR 1321]; the California Code of Regulations [22 CCR 7000 et seq.]; and CDA Program Memoranda, and California Retail Food Code (CRFC). Comply with all provisions in CCR 7630- 7638.13 Elderly Nutrition Program found here:
https://www.law.cornell.edu/regulations/california/title-22/division-1.8/chapter- 4/article-5
B. Title III C1 Congregate Nutrition Services Nutrition services provided to older individuals in an in-person or virtual congregate setting. Services include meals, nutrition education, nutrition risk screening, and opportunities for socialization. Each meal shall provide one-third (1/3) of the Dietary Reference Intakes (DRI) and comply with the most current Dietary Guidelines for Americans (DGA). To be an eligible Title III C1 congregate nutrition site, the site must meet all of the following criteria: [22 CCR 7638.7(a)].
1. Be open to the public [45 CFR §1321.53(b)(3)].
2. Not means test [OAA §315(b)(3)].
3. Provide participants the opportunity to make voluntary contributions and not deny service for not contributing to the cost of the service [OAA §315(b)(4), 22 CCR §7638.9].
4. Not receive funds from another source for the cost of the same meal, equipment, or services [2 CFR §200.403(f), 45 CFR §75.403(f)].
C. Title III C2 Home-Delivered Nutrition Services nutrition services provided to frail, homebound, or isolated older individuals via home delivery or picked- up and consumed at their place of residence or otherwise outside of in- person or virtual congregating. Services include meals, nutrition education, and nutrition risk screening.
Each meal shall provide one-third (1/3) of the DRI and comply with the most current Dietary Guidelines for Americans. [22 CCR 7135, 22 CCR 7638.7(c)] D. Eligible Service Population: is defined as individuals sixty (60) years of age Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Elderly Nutrition Program Exhibit A – Page 2 FY 2026-2027 Site Management
or older, with emphasis on those in greatest economic and social need with particular attention to low-income minority older individuals, older individuals with LEP, and older individuals residing in rural areas. . [OAA § 305 (a)(2)(E); 22 CCR 7125, 7127, 7130, 7135]
a. Individuals eligible to receive a meal at a congregate nutrition site are:
i. Any older individual
ii. The spouse of any older individual
iii. A person with a disability, under age sixty (60) who resides in house facilities occupied primarily by older individuals as which congregate nutrition services are
provided.
iv. A disabled individual who resides at home with an
accompanies an older individual who participates in the program.
v. A volunteer under age sixty (60), if doing so will not deprive an older individual age sixty (60) or older of a meal. [CCR 7636.9(b)(3); CCR 7638.7(b); and OAA
339(H)]
b. Individuals eligible to receive a home-delivered meal are individuals who are:
i. Frail as defined by 22 CCR 7119, homebound by reason of illness or disability, or otherwise isolated. (These individuals shall be given priority in the delivery of
services.) [45 Code of Federal Regulations (CFR)
1321.69(a)].
ii. A spouse of a person defined in 22 CCR 7638.7(c)(2), regardless of age or condition, if an assessment
concludes that is in the best interest of the homebound older individual.
iii. An individual with disability who resides at home with older individuals, if an assessment concludes that it is in the best interest of the homebound older individual who participates in the program.
E. Site Management is defined as 1) oversight and responsibility for the day-to- day operations of an Elderly Nutrition Program nutrition site with respect to meals; 2) oversight of and responsibility for Elderly Nutrition Program staff and volunteers, including provision of required program training; 3) collection of required Elderly Nutrition Program data from program participants; 4) keeping records and preparing reports concerning meals ordered and served, nutrition volunteer hours, and donations; and 5) ensuring the Elderly Nutrition Program nutrition site meets all federal, state, and local regulations, including Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Elderly Nutrition Program Exhibit A – Page 3 FY 2026-2027 Site Management
applicable licensing laws and ordinances related to food service operations and sanitation.
F. CRFC means the California Retail Food Code, which is a uniform statewide health and sanitation standard for facilities, found in Section 113700 et seq., California Health and Safety Code.
G. Urban, all territory, population, and housing units in urban areas, which include urbanized areas and urban clusters. An urban area generally consists of a large central place and adjacent densely settled census blocks that together have a total population of at least 2,500 for urban clusters, or at least 50,000 for urbanized areas. Urban classification cuts across other hierarchies and can be in metropolitan or non-metropolitan areas.
H. Rural: All territory, population ad housing units not classified as urban. The rural classification cuts across other hierarchies and can be in metropolitan or non-metropolitan areas.
I. Current Meal Rate is defined as the current vendor meal rate plus an additional amount established by the Fresno-Madera Area Agency on Aging (Agency on Aging) to recover costs associated with this process.
J. Eligible Meal is defined as meals served to an eligible participant which provide one-third (1/3) of the Dietary Reference Intakes (DRI), and complies with the most current Dietary Guidelines for Americans.
K. Individual with a Disability is defined as a condition attributable to mental or physical impairment, or a combination of mental and physical impairments, that results in substantial functional limitations in one (1) or more of the following areas of major life activity: (1) Self-Care, (2) Receptive and expressive language, (3) Learning, (4) Mobility, (5) Self-Direction, (6) Capacity for independent living, (7) Economic self-sufficiency (8) Cognitive functioning (9) Emotional Adjustment. Title 22 CCR 7630 L. Volunteer means an individual who provides services without pay, but may receive reimbursement for expenses, and who has been provided with orientation and Agency on Aging mandated training in compliance with Title 22, CCR §7635.5.
II. Scope of Work
The service provider is charged with providing site management services to the “eligible service population” within the service provider’s area of influence as specified in Exhibit E, Item 2 of this Agreement.
A. Assurances
1. The service provider will comply with all the Program Requirements Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Elderly Nutrition Program Exhibit A – Page 4 FY 2026-2027 Site Management
and those required under the California Retail Food Code (CRFC).
2. Meal Count Allocation
a. The service provider will be charged at the current established meal rate for all meals ordered in excess of the number of eligible meals served to the Eligible Participants within the Title III C program. Participant eligibility is as defined in Title 22, CCR, Article 5, §7638.7.
b. The Agency on Aging reserves the right to allocate meal quantities for the Elderly Nutrition Program. The service provider may be held financially responsible, at the Current Meal Rate, for all meals ordered which exceed the site’s assigned allocation. The Agency on Aging has the option to increase or decrease the meal target allocations to individual sites in the event of changes in available funding, or changes in average service levels at individual meal sites.
c. Only those meals that are served to an eligible participant which provide one-third (1/3) of the Dietary Reference Intakes (DRI), and comply with the most current Dietary Guidelines for Americans, are allowable and counted as meals served.
3. Site Management Responsibilities
In compliance with Title 22, CCR, Article 5, and the Agency on Aging Nutrition Policies and Procedure Manual provided to the service provider’s site coordinator, the service provider will:
a. Assure accurate and timely completion of Client Intake forms, client rosters, daily meal sign-in sheets, Client Deactivation requests, and Nutrition Volunteer Summary reports for the Congregate and Home-Delivered Meals programs;
b. Verify and order meal counts for Congregate (C1) and Home- Delivered (C2) meals no later than 12:00 noon the business day prior to the service day;
c. Monitor daily meal service numbers to maintain total monthly meals ordered near or at allocation levels (however, this is not to be construed that the service provider is precluded from serving above allocation levels assigned by the Agency on Aging by using donations or other sources of revenue to supplement the number of meals;
d. Comply with all Title III C Program and CRFC requirements for client eligibility, and meal service safety and sanitation practices;
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Elderly Nutrition Program Exhibit A – Page 5 FY 2026-2027 Site Management
e. Maintain separate and verifiable records of all program income and expenses for Congregate (C1) and Home-Delivered (C2) meals (all donations received from C1 clients must be
expended on C1 costs, and all donations received from C2 clients must be expended on C2 costs);
f. Assess new and continuing home-delivered meal clients for program eligibility. Reassessments of home-delivered meal clients are to be completed quarterly, alternating two in-home visits per year with two telephone reassessments;
g. Assess new and continuing Congregate Meals clients for program eligibility. Congregate Meals client reassessments are to be conducted at least once during each fiscal year.
h. Ensure client records are available only to authorized service staff assisting the individual, and keep client records in a secure, locked file cabinet to protect client confidentiality. i. Recruit volunteers and paid staff, as needed to provide in- center services for the Congregate (C1) and Home-Delivered (C2) Meals programs, and provide orientation, training, and supervision. A minimum of four hours of training shall be provided annually for all volunteer food service staff, to include, at a minimum:
i) Food safety, prevention of foodborne illness, and
Hazard Analysis and Critical Control Points (HACCP)
principles.
ii) Accident prevention, instruction on fire safety, first aid, choking, earthquake preparedness, and other
emergency procedures.
j. Identify and make known available services to eligible individuals through outreach efforts in their community; k. Attend Agency on Aging Site Management in-service training meetings as required;
l. Comply with all Agency on Aging monthly memos and other Agency on Aging correspondence;
m. Procure and maintain food service and cleaning supplies inventories;
n. Post menus in a location easily seen by participants at each congregate meal site; ensure menus are legible and easy to read in the language of the majority of the participants; and ensure menus are available in large print;
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Elderly Nutrition Program Exhibit A – Page 6 FY 2026-2027 Site Management
o. Not preclude the service of a congregate meal to a participant who has failed to make a reservation, when food is available; p. There shall be, at a minimum, a manger, and a paid staff or volunteer, designated to be responsible for the day-to-day activities at each congregate meal site, and physically be on- site during the time that Elderly Nutrition Program activities are taking place;
q. Have restrooms, lighting, and ventilation which meet the requirements of the CURFFL;
r. Include procedures for obtaining the views of Congregate Meals Program participants about the services received; s. Have equipment at congregate meal sites, including tables and chairs, that are sturdy and appropriate for older individuals.
Tables shall be arranged to assure ease of access and
encourage socialization;
t. Provide a welcoming, pleasant dining environment for congregate meals that affords older adults an opportunity for socialization with their peers and enhancement of a healthy and enriching lifestyle; and
u. Observe any physical or emotional changes in participants’ conditions and report any cases of known or suspected elder abuse to local law enforcement.
v. Ensure that an eligible individual who receives a meal is given the opportunity to voluntarily contribute to the cost of the meal. w. Post-signage indicating the suggested contribution for eligible individuals, and the guest fee for non-eligible individuals near the contribution container at each congregate meal site. The guest fee shall cover all meal costs.
B. Additional Assurances
1. Facilities shall be properly maintained by the service provider with regards to repairs and maintenance, cleanliness, accessibility, etc.
2. The service provider must submit the reports specific to this program as listed in Appendix E of this Agreement.
3. All reports required by the Agency on Aging must be submitted by the due dates listed in Appendix E of this Agreement.
4. The service provider shall have a plan to ensure accuracy of data from all levels. This plan shall include a method for the service provider to Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Elderly Nutrition Program Exhibit A – Page 7 FY 2026-2027 Site Management
verify the accuracy of their data prior to submission to the Fresno- Madera Area Agency on Aging.
5. Ensure that recognition on menus, brochures, letters and other forms of promotion state that the Elderly Nutrition Program is supported through funds of the Fresno-Madera Area Agency on Aging.
III. Approved Holidays for Nutrition Sites
There are a total of nine recognized holidays (ten days) in which food service will not be provided by central kitchens to congregate meal sites and sites are assumed to be closed:
Independence Day July 4
Labor Day First Monday in September
Veterans Day November 11
Thanksgiving Holiday Fourth Thursday in November and
Friday after Thanksgiving
Christmas Holiday December 25
New Years Holiday January 1
Martin Luther King Jr. Day Third Monday in January
Presidents Day Third Monday in February
Memorial Day Final Monday in May
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Exhibit B Instructions Page 1 of 10 FY 2026-2027
Exhibit B
Instructions
Please review all instructions before preparing the budget.
The budget
forms provided with this contract consist of four pages:
P
age 1: Personnel Budget Detail
Thes
e pages are a hard copy of an Excel workbook that the Agency on Aging e- mails to each contracting organization. The workbook contains four separate worksheets, one for each page of the budget.
The f
ollowing rules apply to all budget pages.
• P
lease prepare a single budget for the entire 12-month funding period. (Please note that the maximum amount of grant funding that can be disbursed will be limited to the amounts and periods shown on page 1 of the contract.)
• P
lease use the Excel workbook and prepare the budget worksheets in sequence so that formulas (cells in shaded areas) calculate across work. • I
f your organization does not have access to Excel, please type all entries. Handwritte n budget
s are not acceptable.
• If using Excel, please do not make any entries in shaded areas of the budget forms , as t
hey contain formulas.
• Please do not change pre-printed line-item descriptions. • The following heading must appear on all budget pages:
o Contracting Agency: The legal name of the contracting agency. o Contract No.: Enter the contract number shown on page 1 of this contract. o Program: Funding Source (i.e., Title III C1) and Contracted Program (i.e., Nutrition Site Management) shown on page 1 of this contract.
o Revision No.: If providing a revision to a previously approved budget, please enter the revision number.
BUDGET
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Exhibit B Instructions Page 2 of 10 FY 2026-2027
Definitions:
In-Kind consists of services and/or supplies provided free of charge to your organization from an outside source.
Matching Funds (cost- sharing) means the value of third -party in- kind contributions and that portion of the of a grant -supported project or program not borne by the federal government. 1 Neither costs nor the values of third -party in-kind contributions may count towards satisfying a cost-sharing or matching requirement of a U.S. Department of Health and Human Services grant if they have been or will be counted towards satisfying a cost-sharing or matching requirement of another federal grant, a federal procurement contract, or any other award of federal funds. 2 In other words, matching funds are your share of the program costs plus any in-kind program costs that are not otherwise dedicated to another federal funding source.
Program income cannot be used to meet matching requirements . Program income can only be used to fund the expenses for the respective program for which the program income was received and must be spent before grant funds. Program income must be used to pay for current allowable costs of the program in the same fiscal year that the income was earned.
Minimum matching contributions for Older Americans Act funded grants awarded by the Fresno- Madera Area Agency on Aging for Title III B Supportive Services, Title III B (Ombudsman), Title III C1 Congregate Nutrition, and Title III C2 Home-Delivered Nutrition programs are determined as follows: 10 percent of the sum of the grant award plus the minimum matching contributions. This can be quickly computed by dividing the grant amount by nine (9).
Any funds used for the contracted program that meet the definition of “matching funds” should be entered in budget fields that require entry of matching funds.
Non-Matching funds are other federal awards and/or cash or in-kind costs used to match other federal awards.
D
eferred Program Income is unspent program income from the prior year contract that have been approved by the FMAAA to be carried forward to the current year contract. A letter must be on file with the FMAAA detailing the program income and requesting approval to carry them forward to the new contract.
Indirect costs are those: a) incurred for a common or joint purpose benefiting more than one cost objective; and b) not readily assignable as a direct cost, without effort disproportionate to the results achieved. To facilitate equitable distribution of indirect expenses to the cost objectives served, it may be necessary to establish a number of pools of indirect costs within a governmental unit department or in other agencies providing services to a governmental unit department.
Indirect cost pools should be distributed to benefited cost objectives on bases that will produce an equitable result in consideration of relative benefits derived.
I
f your organization has a federally approved Cost Allocation Plan, attach a copy of the plan to the budget. If your organization is charging the contracted program indirect costs based on an internal cost allocation plan (a plan other than a federally approved Cost Allocation Plan), provide a full disclosure of the method used that includes a listing of the types of services/supplies 1 Federal Grants Management Handbook Grants Management Advisory Service, February, 1992, Subpart G Ss 74.51. 2 Federal Grants Management Handbook Grants Management Advisory Service, February, 1992, Subpart G Ss 74.53.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 3 of 10 FY 2026-2027
included in the cost allocation plan. This plan must have the prior approval from the FMAAA before being used.
Personnel Costs- Annual full-time effort (FTE) wage rates and personnel classifications together with the percentage of time to be charged, specified for each fund source. 2 CFR 200.430 must be followed for rules regarding allowability of personnel costs. Specific emphasis of section (i) of 2 CFR 200.430:
i. Charges to Federal awards for salaries and wages must be based on records that ac
curately reflect the work performed. These records must:
1. B
e supported by a system of internal control which provides reasonabl e as
surance that the charges are accurate, allowable, and properly allocated;
2. Be incorporated into the official records of the non-federal entity;
3. Reasonably reflect the total activity for which the employee is compensated by the non-Federal entity, not exceeding 100% of compensated activities;
4. Support the distribution of the employee’s salary among specific activities or cost objectives if the employee works on more than one Federal award; a Federal award and non- Federal award, an indirect cost activity and a direct cost activity; two or more indirect activities which are allocated using different allocations bases; or an unallowable activity and a direct or indirect cost activity.
5. Budget estimates (i.e. estimates determined before the services are performed) alone do not qualify as support for changes to Federal awards. ii. Salaries and wages of employees used in meeting cost sharing or matching requirements on Federal award must be supported in the same manner as salaries and wages claimed for reimbursement from Federal awards.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 4 of 10 FY 2026-2027
Personnel Budget Detail (Budget Page 1 of 4)
Column
Label
Column
Title Instructions
A Position
Title
List all paid positions for the contracted program. These positions must agree with those listed under Staffing on page 4 of Exhibit E, Program Narrative. Use additional copies of page 1 if more than 10 positions. If there are multiple positions with the same title, list them separately and enter a distinguishing description, such as Driver-Route 1; Driver- Route 2, etc. Do not enter names of any of the individuals filling the positions.
B FTE % (40
Hrs=100%)
Full Time Equivalency (FTE) is a percentage of time each position works per week for your organization in total, based on a 40-hour work week (full time); if the individual works 40 hours per week, the FTE % is 100%. If a position works 25 hours per week, the FTE is 62.5% (25 hours divided by 40 hours).
C Full Annual
Salary
Full Annual Salary is the total salary your organization plans to pay this position for all work performed during the contract period. The Total Payroll Taxes (FICA, SUI, FUTA) and Total Benefits (including Workers’ Compensation Insurance)
should only be listed at the bottom of Columns E through Column I (see page 5 of Instructions, Total Payroll Taxes and Total Benefits).
D % of Time
on
Program
This is the percentage of time this position will work on the contracted program. For example, if a full-time position spends 10 hours per week on the contracted program, the percentage of time on program would be 25% (10 hours
divided by 40 hours). If a position works 25 hours per week, and 10 hours of this week is spent on the contracted
program, the percentage of time on program would be 40% (10 hours divided by 25 hours).
Note: Current 2 CFR 225 guidelines state that an organization receiving federal funds may budget by estimated percentage; however, the organization must keep adequate records
indicating the actual time worked and reconcile cost
allocations for personnel to actual time worked peri odically during the grant period. This can be achieved by funding positions across differing cost objectives and keeping time logs. Time logs must be certified by the employee and at least one supervisor, and must be available during a fiscal
monitoring.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 5 of 10 FY 2026-2027
Personnel Budget Detail (Budget Page 1 of 4) - Continued Column
Label
Column
Title Instructions
E FMAAA
Grant
For each position listed, enter the amount of the grant for the contracted program that will be allocated for each
position.
F DO NOT
USE
DO NOT USE - FOR FUTURE USE
G Program
Income
Enter any Program Income that will be applied to listed positions. Must be reported and expended under the same terms and conditions as the program funds from which it is generated.
H Matching
Funds
Enter any matching funds that will be applied to listed positions.
I Non-
Matching
Funds
Enter any non-matching funds that will be applied for listed positions.
J Total
Personnel
Costs
Total of Columns E through I for each position listed; the result should equal Column C (Full Annual Salary)
multiplied by Column D (% of Time on Program).
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 6 of 10 FY 2026-2027
Personnel Budget Detail (Budget Page 1 of 4) - Continued Row Label Instructions
Total Salaries Total of each column, Columns E through I. The total of all entries on this row is calculated for Column J.
Total Payroll
Taxes
Enter the total payroll taxes that are a cost of the contractor (FICA, SUI, FUTA) for all positions listed, distributed among Columns E through I. The total of all entries on this row is calculated for Column J.
Total Benefits Enter the total benefits costs that are a cost of the contractor, including retirement and Workers’ Compensation insurance, for all positions listed, distributed among Columns E through I. The total of all entries on this row is calculated for Column J.
Total Personnel
Costs
The amounts of the rows Total Salaries, Total Payroll Taxes, and Total Benefits are combined for this row. The total of all entries in the Total Personnel Costs row is calculated for Column J.
In-Kind Personnel Costs
Description of Work Performed Enter type(s) of work to be conducted by volunteers in support of the contracted program,
i.e., “Assist with serving meals.”
Number of Volunteers Enter the number of volunteers that will conduct the type of work listed.
Hours per Volunteer Number of hours each volunteer performing the work described in the Description of Work
Performed is expected to work during the
contract period.
Total Annual Hours The number of volunteers multiplied by the hours per volunteer.
Rate per Hour Indicate the rate per hour the volunteer would have been paid if this had been a paid position.
The rate should be reasonable, determined by
the prevailing rate per hour for the position in the
service area.
Total In-Kind The Total Annual Hours multiplied by the Rate per Hour. The grand total of this column is
carried forward to Page 2 of the budget (Line 1,
Column G).
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 7 of 10 FY 2026-2027
Program Budget By Income Source (Budget Page 2 of 4)
G
eneral Instructions:
F
or Categories 1 through 7, enter the costs that are directly incurred by the contracted program.
A
llocate the cost for each line item in Categories 1 through 7 to the appropriate column that indicates the revenue source that is expected to fund the cost.
Cos
ts placed in Column G, In-Kind Match, consists of services and/or supplies provided free of charge to your organization from an outside source (see instructions, page 2, In- Kind).
Row
Label Row Title Instructions
1.a – 1.c Salaries & Benefits Entries carry over from page 1 (Total Salaries, Total Payroll Taxes, and Total Benefits for each
revenue source and Total In-Kind).
2.a Staff Travel Estimate the total number of miles to be reimbursed to personnel for the contracted
program. Multiply this by your organization’s
approved reimbursement rate per mile. Include
any other costs for lodging, parking, meals, etc.
2.b Volunteer Travel Estimate the total number of miles that will be reimbursed to volunteers for the contracted
program. Multiply this by your organization’s
approved reimbursement rate per mile. Include
any other costs for lodging, parking, meals, etc.
2.c Training Calculate the cost for any training seminars, conference fees, and staff development costs
expected to be incurred for the contracted
program during the contract period.
3 Equipment
Purchase
Enter the approximate cost of any equipment,
including any networkable equipment, needed for
the contracted program during the contract period.
Any single or individual item with a cost in excess
of $500, including sales tax, delivery, and
installation or any computing devices regardless
of cost, will need to be listed on Budget Pg 4 –
Schedule of Program/Site Supplies and
Equipment Purchases. Any equipment
purchase
request for the contracted program must be
approved by FMAAA and, if applicable, the State
of California. In accordance with federal
purchasing rules, FMAAA recommends that
contractors obtain three quotes for each piece of
equipment purchased that is expected to cost in
excess of $500.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 8 of 10 FY 2026-2027
P
rogram Budget By Income Source (Budget Page 2 of 4) - Continued Row
Label Row Title Instructions
4 Consultants Enter the cost of professional and consultant services to be rendered by persons or
organizations that are members of a particular
profession or possess a special skill, i.e., legal,
audit, etc.
5 DO NOT USE DO NOT USE - FOR FUTURE USE ONLY
6 Program/Site
Supplies
This cost category includes small cost items
necessary to operate the program, and does not
include office supplies. Examples for nutrition
providers: Small kitchen utensils, napkins;
condiments for nutrition providers. Example for
medication management providers: Pill boxes.
Any single or individual item with a cost in excess
of $100 will need to be listed on Budget Pg 4 –
Schedule of Program/Site Supplies and
Equipment Purchases.
7.a-7.m Other Costs These line items include any other “direct” costs attributable to the program. Facilities, operating
expenses, and other ordinary and necessary
costs specified for each funding source.
7.n-7.o Other Costs Check with the FMAAA before making entries.
These line items are typically used for costs not
listed in lines 7.a.-7.m, such as Expendable
Equipment. If lines 7.n-7.o are used, enter a
description of the costs in the Category column.
8 Indirect Costs Enter any indirect costs, and attach a narrative (see page 2 of Instructions, Indirect Costs.)
--- Total Costs The sum of Total Direct Costs and Total Costs.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 9 of 10 FY 2026-2027
Schedule of Funding Sources (Budget Page 3 of 4)
Row
Label Row Title Instructions
1 FMAAA Grant The total amount of the FMAAA grant
award for the contracted program from
page 1 of the contract. This should also
equal the Total Costs for Column A from
page 2 of the budget form.
2 DO NOT USE DO NOT USE – FOR FUTURE USE
ONLY
3 Program Income:
Current Year Program
Income
Enter Program Income that are expected
to be received during the current year.
3 Program Income:
Deferred Program Income
Enter any Program Income that the
FMAAA has approved for deferral (see
page 2 of instructions, Deferred Program
Income).
4.a - 4.d Matching Funds - Cash and
In-Kind (List Source)
See page 2 of instructions, Matching
Funds and In-Kind. List all sources
separately, i.e., City/County General
Funds, United Way, etc., in appropriate
column (Cash or In-Kind). If the funding is
from a source of mixed funds (e.g.
combination of both Federal and State
funds), please verify that no Federal funds
are being used. Any amounts shown in
column C (In-Kind) that are not for
volunteer services must have a full
description of the formula used to
calculate the amount.
5.a – 5.d Non-Matching Funds
[Federal Funds/Other
Program Match] – (List
Source)
List all Non-Matching fund sources
separately (see page 2 of instructions,
Non-Matching Funds).
6 Total Costs Totals for Column B, Cash, and Column
C, In-Kind.
-- Total from Exhibit B, Page
2, Columns F and G
Total of Column B, Cash, must agree with
the Total of Column F on page 2 of the
budget. Total of Column C, In-Kind, must
agree with the Total of Column G on Page
2 of the budget.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Exhibit B Instructions Page 10 of 10 FY 2026-2027
Schedule of Program Supplies and Equipment Purchases (Budget Page 4 of 4) Row
Label Row Title Instructions
1 Purchases for Program/Site
Supplies exceeding $100
per Individual or Single
item.
List any single or individual item that
intends to be purchased with a cost in
excess of $100 including any appropriate
sales tax, shipping and installation costs,
etc. Total amount should not exceed the
budgeted amount(s) on Budget Pg 2 –
Line 6 Program/Site Supplies.
2 Purchases for Equipment
Purchase exceeding $500
per Individual or Single
item.
List any single or individual item that
intends to be purchased with a cost in
excess of $500 including any appropriate
sales tax, shipping and installation costs,
etc. as well as any computing devices
regardless of cost. Total amount must
equal the budgeted amount(s) on Budget
Pg 2 – Line 3 Equipment Purchase. Any
equipment purchase request for the
contracted program must be approved by
FMAAA and, if applicable, the State of
California.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
(Revised June 2024)
CONTRACTING AGENCY: CONTRACT NO:
PROGRAM: REVISION NO:
A. B. C. D. E. F. G. H. I. J.
POSITION TITLE FTE % FULL % OF FMAAA DO NOT USE PROGRAM MATCHING NON- TOTAL ( 40 Hrs = ANNUAL TIME ON GRANT FOR FUTURE INCOME FUNDS MATCHING PERSONNEL 100%) SALARY PROGRAM USE ONLY FUNDS COSTS
1. Salary
2. Salary
3. Salary
4. Salary
5. Salary
6. Salary
7. Salary
8. Salary
9. Salary
10. Salary
Total Salaries Page 2 Line 1 a ----->
Total Payroll Taxes Page 2 Line 1 b ----->
Total Benefits Page 2 Line 1 c ----->
TOTAL PERSONNEL COSTS Page 2 Line 1 ----->
NOTE: If there is more than one employee per position, list each separately. Use additional pages as necessary.
IN-KIND PERSONNEL COSTS NUMBER OF TOTAL RATE TOTAL
DESCRIPTION OF WORK PERFORMED VOLUNTEERS ANNUAL HRS PER HOUR IN-KIND Title III C1 - Site Management
FRESNO - MADERA AGENCY ON AGING
PERSONNEL BUDGET DETAIL: FY 2026-2027
AVE. ANNUAL
HOURS PER
VOLUNTEER
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0 Senior Center Nutrition
Services Worker
Senior Custodian
Exhibi t C FY 2026-2027Area Plan Elderly Nutrition
Program Site Management
EXHIBIT C
PROGRAM: Elderly Nutrition Program Site Management
SERVICE PROVIDER:
CONTRACT NUMBER:
SITE:
CONTRACT EFFECTIVE:
Date of FMAAA Executive Director Signature
on Page 2 to June 30, 2027
GOAL: The goal of the Elderly Nutrition Program is to reduce hunger and food insecurity; promote health and well-being; promote socialization; and delay adverse health conditions of older individuals.
DEFINITION: Site Management is defined as 1) oversight and responsibility for the day- to-day operations of an Elderly Nutrition Program nutrition site with respect to meals; 2) oversight of and responsibility for Elderly Nutrition Program staff and volunteers, including provision of required program training; 3) collection of required Elderly Nutrition Program data from program participants; 4) keeping records and preparing reports concerning meals ordered and served, nutrition volunteer hours, and donations; and 5) ensuring the Elderly Nutrition Program nutrition site meets all federal, state, and local regulations, including applicable licensing laws and ordinances related to food service operations and sanitation.
Meals are subject to allocation and reallocation at any time by the Agency on Aging based upon available funding and nutrition program participation. When allocations are imposed, any meals allocated but not served revert to the Agency on Aging for reallocation.
ANNUAL SUMMARY OF ACTIVITIES
27-0051 - City of Clovis
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0 City of Clovis
Clovis Senior Activity Center
Area Plan Program Cost Efficiency Exhibit D FY 2026-2027
EXHIBIT D
PROGRAM COST EFFICIENCY
Not Applicable –
Elderly Nutrition Program
Site Management
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 1 FY 2026-2027
1. AGENCY’S HISTORY OF SERVICE TO OLDER ADULTS
List programs/services your organization provides for older adults, and the number of years your organization has provided the program/service.
Program/Service # of
Years
2. SERVICE AREA
Where will the contracted program be provided?
Street Address City Zip Code
Organization Name Year
Established
Type of Organization (Check One)
City Government Non-Profit 501(c)(3)
County Government For-Profit
Joint Powers Authority (JPA) Other: ____________________ Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0 City of Clovis 1912
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 2 FY 2026-2027
3. LANGUAGE TRANSLATION NEEDS & PROVISIONS
Enter an “X” in the boxes below to indicate who
speaks the language listed to the left.
Program
Participants
Program
Staff
Program
Volunteers
English
Spanish
Hmong
Arabic
Armenian
Cantonese
Farsi (Persian)
Filipino (Pilipino/Tagalog)
Hindi
Japanese
Khmer (Cambodian)
Khmu
Korean
Lao
Mandarin (Putonghua)
Mien (Yao)
Mixteco
Portuguese
Punjabi
Russian
Thai
Ukrainian
Urdu
Vietnamese
Other:_________________
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 3 FY 2026-2027
What resources does your organization use, or have available to use, when interpretation is needed for a program participant?
How does your organization provide the contracted service to individuals who speak a language that is not spoken by program staff or volunteers? Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 4 FY 2026-2027
4. CONFIDENTIALITY PROCEDURES
How does your organization protect the confidentiality of the program participant during verbal discussions? (For example, asking the program participant for their date of birth, phone number, and any other information that identifies the individual and is needed to complete the client intake form) How does your organization protect confidential information obtained from program participants, such as client intake forms, from disclosure? Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 5 FY 2026-2027
Contracted Program: Title III C1 Nutrition Site Management
5. PROGRAM DESCRIPTION
Provide a brief description of how your organization provides the contracted program.
What was the primary accomplishment achieved by the contracted program in the most recent year services were provided?
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 6 FY 2026-2027
Please describe another accomplishment achieved by the contracted program in the most recent year services were provided.
6. CASE STUDY
Briefly describe how the contracted program successfully met the needs of a program participant in the most recent year services were provided. Do not use real names.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 7 FY 2026-2027
7. STAFFING
Please provide the names and titles of all staff listed in the Personnel section of the contract budget (Exhibit B).
Name Title
*Please provide the name and contact information for the person who has primary, hands-on involvement and oversight of the day -to-day operations of the contracted program.
Name Title
Telephone Number E-mail Address
*Attach the following documents to the “Documents Required to Execute Contract” checklist:
➢ The job description for this position;
➢ The resume for the person occupying this position.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 8 FY 2026-2027
8. SERVICE PROVIDER TIME FRAME
What days and hours will the Nutrition Site Management program be available? (Please note that these are not necessarily the same hours your organization/facility is open.)
Location Days Open Start Time Close Time
Month Enter Dates of Holidays
& Other Planned Closures
Total Days Service
to be Provided
July 2026
August 2026
September 2026
October 2026
November 2026
December 2026
January 2027
February 2027
March 2027
April 2027
May 2027
June 2027
Total Days of Contracted Service to
be Provided under this Agreement:
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 9 FY 2026-2027
9. PROGRAM EVALUATION/IMPROVEMENT
In reviewing the performance during the most recent year services were provided, identify areas that your organization could focus on for improvement of the contracted program.
How would participants of the contracted program benefit from these improvements? Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 10 FY 2026-2027
Describe the specific steps your organization will take to make these improvements during the current funding period.
Describe how you will know if your improvement efforts are successful, and how you will measure your achievements.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 11 FY 2026-2027
10. OUTREACH ACTIVITIES/TARGETING PLAN (22 CCR § 7310, WIC § 9103) How does your organization reach older adults in greatest economic need (income level at or below the Federal Poverty Level) to inform them of the contracted program and welcome them to participate?
How does your organization reach older adults who are socially isolated (need caused by non-economic factors) to inform them of the contracted program and welcome them to participate?
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 12 FY 2026-2027
How does your organization reach older adults who are of lesbian, gay, bisexual, or transgender orientation to inform them of the contracted program and welcome them to participate?
How does your organization reach older adults who are ethnic minorities, and particularly those with greatest economic and/or social need, to inform them of the contracted program and welcome them to participate?
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 13 FY 2026-2027
How does your organization reach older adults who are Native Americans to inform them of the contracted program and welcome them to participate? How does your organization reach older adults with limited English proficiency to inform them of the contracted program and welcome them to participate? How does your organization reach older adults who live in rural areas to inform them of the contracted program and welcome them to participate? Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT E
PROGRAM NARRATIVE
Nutrition Site Management 14 FY 2026-2027
How does your organization reach older adults with severe disabilities (severe, chronic physical and/or mental impairment that is likely to continue indefinitely & results in substantial functional limitation in 3 or more major life activities) to inform them of the contracted program and welcome them to participate?
How does your organization reach older adults with Alzheimer’s disease or related disorders with neurological & organic brain disfunction, and the caregivers of these individuals, to inform them of the contracted program and welcome these older adults to participate?
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
EXHIBIT F
SERVICE PROVIDER EMERGENCY RESOURCE INFORMATION
Service Provider Emergency Resource Information Exhibit F FY 2026-2027 Please complete for each location from which contracted services are offered.
Organization
Site Name
Street Address
City/ST/Zip
Name of Primary Contact:
Job Title Cell Phone Office Phone Email Address
Name of Secondary Contact:
Job Title Cell Phone Office Phone Email Address
Please check all emergency services that could be provided from this site:
Emergency Power/Generator CB or Ham Radio
Emergency First Aid Internet Access
Cooking Facilities Spanish Translation
Distribution Site for Food & Water Sign Language Translation Counseling Services Other Translation:
Yes No
Can this site provide temporary shelter space for 48 hours or more in the event of an emergency?
Is this site able to help with assessing the needs of older individuals in the neighborhood or community following a disaster?
Following a major disaster, can this site help transport older individuals to disaster services?
Does this site have a dedicated vehicle that is lift-equipped? Given the resources, can this site expand meal services following a disaster to meet needs in the community?
How many people can this facility provide emergency shelter for? How many days can this facility function using its back-up power source? How many gallons of water are stored on-site as an emergency supply? Please list any additional services your site can provide in the event of a disaster:
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0 City of Clovis
Clovis Senior Activity Center
735 3rd St.
Clovis, CA 93612
Ashlee Winslow
Senior Services
Supervisor
(559) 914-1854 (559) 324-2767 [email protected]
Nella Audas
Senior Services
Nutrition Worker
(559) 324-2752 [email protected]
x
x
x
x
x
x
x
x
x
x
X
X
X
X
X
500
UP TO 7
AS NEEDED
Able to provide direct coordination with the local, county, and state emergency teams.
CDA Privacy and Information Security Awareness Training Requirement Pursuant to Article V. Assurances of the Agreement Terms and Conditions Declaration, the California Department of Aging (CDA) requires that all contracted Providers complete the CDA Privacy and Information Security Awareness Training annually. This requirement applies to the Provider staff who:
• Come into contact with participants;
• Access, receive, transmit, or manage participant information; • Have access to Personal and Confidential Information (PSCI); and/or • Manage and/or administer this contract in any capacity.
The training is available at:
English Version:
https://www.aging.ca.gov/Information_Security/Privacy_and_Information_Security_Awareness_Training/? version=english
Spanish Version:
https://www.aging.ca.gov/Information_Security/Privacy_and_Information_Security_Awareness_Training/? version=spanish
Upon completion of the training, a Certificate of Completion will be generated. Each applicable staff member must:
1. Save the Certificate of Completion;
2. Virtually sign and date the certificate
Upon completion of the training by all required Provider staff, the completed certificates must be uploaded to the DocuSign Document Upload Page located at the end of this contract.
Submission of all required certificates is a condition of contract execution and continued compliance.
Failure to complete and submit the required documentation may result in delayed contract processing or other appropriate corrective action.
----------------------------------------------------------------------------------------------------------------------------------------------- Please initial and date below to indicate your understanding of the requirement. ----------------------------------------------------------------------------------------------------------------------------------------------- Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
DocuSign Document Upload Page
DocuSign Document Upload Page FY 2026-2027
Area Plan Grant Award
Directions: Please click on the paperclip button in the left-hand column to upload the designated item from the right-hand column.
App
endix A - Resolution of Authorization to Contract
• Must contain the signature of the Chair of the service provider’s governing board.
Appendix A is required and may be uploaded separately in DocuSign along with any additional board resolution documentation required by the provider’s governing board.
Appendix K, Request for Taxpayer Identification Number and Certification (W-9) • Part II, Certification, must contain signature of individual authorized by governing board to execute the contract (see Appendix A). Only page 1, signature page required (do not submit pages 2-6). Signature must be from the current year.
Exh ibit B – Budget
• Budget Excel Template sent in initial email.
Exhi bit E, Program Narrative
• Complete editable pdf version sent via email and attach here.
Certificate(s) of Insurance
• Please review Article XV of Agreement prior to arranging for certificate to ensure all contractual requirements for insurance certificate are met and specific contract language included on certificate. This includes the General Liability Certificate of Insurance and the Workers Compensation Certificate of Insurance documents.
IRS De termination Letter of Tax-Exempt Status
• Only if a non-governmental organization.
Org anizational Chart
• Include the names and position titles for contracted program.
Job D
escription and Resume
• For the individual named on Exhibit E who has primary, hands-on involvement and oversight of the day-to-day operations of the contracted program.
List of Governing Board members (Required)
and List of Advisory Council Members (If Applicable)
CDA Privacy and Information Security Awareness Training Certificates • Please see previous page.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
DocuSign Document Upload Page
DocuSign Document Upload Page FY 2026-2027
Area Plan Grant Award
Current Documents
• Flyers, brochures, etc. used to promote the contracted program.
Other Documents
• Use as needed to upload additional documents.
Docusign Envelope ID: 2A978788-2FA9-8890-83DE-322F38C9ACA0
Report to the City Council
To: City Council
From: Planning and Development Services Department
Date: August 17, 2026
Staff: Thad Avery, City Engineer
Subject: Planning and Development Services – Approval – Bid Award for CIP 22-04 Shaw Avenue Widening Phase 2 to Avison Construction, Inc., in the amount of $7,038,633.00; and Authorize the City Manager to execute the contract on behalf of the City.
Recommendation: Approve
Attachments: 1. CIP 22-04 Bid Award ATT 1 Vicinity Map
Recommendation:
For the City Council to award a contract for CIP 22-04 Shaw Avenue Widening Phase 2 to Avison Construction, Inc., in the amount of $7,038,633.00; and authorize the City Manager to execute the contract on behalf of the City.
Executive Summary:
Staff is recommending that the City Council award the contract to Avison Construction, Inc., who is the lowest responsible bidder from a bid opening that took place on August 4, 2026, and authorize the City Manager to execute the project contract on behalf of the City.
The project involves street improvements on Shaw Avenue from De Wolf Avenue to Leonard Avenue, including roadway widening and utility infrastructure improvements. Roadway widening improvements include, but are not limited to, demolition and removal of existing improvements; installation of asphalt pavement; concrete improvements including curb and gutter, median, and related concrete features; street lighting; installation of an underpass structure and associated foundations; traffic striping, pavement markings and signage; traffic signal installation and modifications; installation of traffic loop detectors; and other miscellaneous improvements. Utility infrastructure improvements include, but are not limited to, storm drain facilities, sewer facilities, recycled water facilities, and potable water facilities.
Background:
The following is a summary of the bids received on August 4, 2026:
All bids were examined, and the bidder’s submittals were found to be in order. Avison Construction, Inc., is the lowest responsible bidder. Staff has validated the lowest bidder contractor’s license status and bid bond.
Bidders Base Bid
Avison Construction, Inc. $7,038,633.00
Cal Valley Construction, Inc. $7,399,035.00
Agee Construction Company $7,488,139.00
American Paving Company $8,369,938.40
Granite Construction Company $8,426,225.00
Dawson-Mauldin, LLC $8,686,336.00
Mountain Cascade, Inc. $9,467,182.00
Engineer's Estimate $7,860,076.00
Fiscal Impact:
The project was approved in the Community Invest Program 2026-2027 fiscal year budget and is funded by Regional Measure C through the City Community Investment Program. The Recycled Water and Sewer improvements are supported by the sewer developer fund, and the Potable Water improvements are supported by the water developer fund in the City Community Investment Program.
Reason for Recommendation:
Avison Construction, Inc., is the lowest responsible bidder. There are sufficient funds available for the anticipated cost of this project.
Actions Following Approval:
1. The contract will be prepared and executed, subject to the Contractor providing performance security that is satisfactory to the City.
2. Construction will begin approximately two (2) weeks after the contract execution and be completed in two hundred (200) working days thereafter.
Conflict of Interest:
None.
0 1 20.5
Miles
International
Shaw
Gettysburg
Copper
Dakota
Behymer
Perrin
Shepherd
Teague
Nees
Sierra
Bullard
Barstow
Ashlan
ThompsonHighland
LeonardDeWolfLocanTemperanceArmstrongFowlerSunnysideClovisMinnewawaPeachWillow Shields
Alluvial
Herndon
McCall
VICINITY MAP
Legend
City Limits
Sphere of Influence
Project Location
CIP 22-04 Shaw Avenue Widening Phase 2
Jacob Redelfs
Print Date: August 6th 2026
Attachment 1
Report to the City Council
To: City Council
From: Planning and Development Services Department
Date: August 17, 2026
Staff: Thad Avery, City Engineer
Subject: Planning and Development Services – Approval – Final Acceptance and Authorization to Record the Notice of Completion for CIP 26-02 ADA Curb Return Ramps for a Final Contract Cost of $210,466.83.
Recommendation: Approve
Attachments: 1. CIP 26-02 Final Acceptance ATT 1 Vicinity Map
Recommendation:
For the City Council to Approve the Final Acceptance and Authorization to Record the Notice of Completion for CIP 26-02 ADA Curb return Ramps - 2026 for a Final Contract Cost of $210,466.83.
Executive Summary:
This project involved reconstruction of concrete curb ramps, curbs, gutters, sidewalks. The work included, but wasn't limited to, clearing, grubbing, saw cutting, compacting, installation of concrete curb ramps, sidewalks, valley gutters, curb, gutter, asphalt concrete, adjusting existing utilities to finish grade, adjusting landscaping, adjusting irrigation, signage, striping, and traffic control.
Background:
Bids were received on February 10, 2026, and the project was awarded by the City Council to the lowest responsible bidder, Tosted Asphalt, Inc., on February 17, 2026. The project was completed in accordance with the construction documents and the contractor has submitted a request for acceptance of the project.
Fiscal Impact:
Award $171,673.58
Cost increase/decrease resulting from differences between estimated quantities used for the award and actual quantities installed. $4,301.75
Contract Change Orders $34,491.50
Liquidated Damages $0.00
Final Contract Cost $210,466.83
The cost increase was due to additional concrete required for ADA compliance.
The Contract Change Order provided for additional curb ramps, sidewalks, and removal and replacement of valley gutters, as requested by the Public Utilities Department.
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, Tosted Asphalt, 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 the recording 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.
0 1 20.5
Miles
International
Shaw
Gettysburg
Copper
Dakota
Behymer
Perrin
Shepherd
T eague
Nees
Sierra
Bullard
Barstow
Ashlan
DockeryThompsonHighlandLeonardDeWolfLocanT emperanceArmstrongFowlerSunnysideClovisMinnewawaPeachWillow Shields
Alluvial
Herndon
McCall
VICINITY MAP
Legend
City Limits
Sphere of Influence
Project Location
Project Location
Project Location
Attachment 1
Report to the City Council
To: City Council
From: Planning and Development Services Department
Date: August 17, 2026
Staff: McKencie Perez, City Planner
Subject: Consider items associated with Ordinance Amendment 2026-002 and the Multiple-Family Residential Design Standards. City of Clovis, applicant.
a. Consider Approval - Res. 26-___, A resolution adopting an exemption from further environmental review under the California Environmental Quality Act Guidelines section 15061, subdivision (b)(3) for Ordinance Amendment 2026- 002 and the Multiple-Family Residential Design Standards.
b. Consider Introduction - Ord. 26-___, OA2026-002, An ordinance amending section 9.32.040 of the City’s Development Code to modify the parking requirements for multifamily dwellings.
c. Consider Approval - Res. 26-___, A resolution approving an amendment to the Multiple-Family Residential Design Standards.
Recommendation: Continue to a date uncertain
Attachments: None
Recommendation:
Staff recommends that the City Council continue the item to a date uncertain to provide staff additional time to review and consider the comments and input received.
Report to the City Council
To: City Council
From: Administration
Date: August 17, 2026
Staff: Chad McCollum, Economic Development, Housing and Communications Director
Subject: Receive and File - Presentation by the Fresno County Economic Development Corporation – Comprehensive Economic Development Strategy (CEDS) 2025– 2030 and Workforce Development Program Update.
Recommendation: Receive and File
Attachments: None
Chris Zeitz, Vice President for Workforce Development will give a verbal presentation on this item.
Please direct questions to City Manager’s office at 559-324-2060.
Report to the City Council
To: City Council
From: Administration
Date: August 17, 2026
Staff: Briana Parra, City Clerk
Subject: Consider Adoption - Ord. 26-06, R2024-002, An ordinance of the City Council approving a rezoning of 15 parcels instead of the originally requested 20 parcels from various zone districts to the R-3 (Multi-family High Density) and R- 4 (Multi-family Very High Density) zone districts. (Vote: 4-1, with Mayor Pro Tem Pearce voting no)
Recommendation: Adopt
Attachments: 1. Infill Rezone Adopt Ord. 26-06 ATT 1 Ordinance
2. Infill Rezone Adopt Ord. 26-06 ATT 1 Public Comment
This item was approved for introduction on August 10, 2026, with less than a unanimous vote. Please direct questions to the City Manager’s office at 559-324-2060.
ORDINANCE 26-___
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CLOVIS AMENDING AND CHANG
ING THE OF FICIAL Z ONE MAP OF THE CIT Y O F CLOVIS IN ACCO RDANCE WITH SECTION 9.08.020 OF THE CLOVIS MUNICIPAL CODE TO REZONE APPROXIMATELY 34 ACRES FROM VARIOUS ZONE DISTRICTS TO THE R-3 (MULTIFAMILY HIGH DENSITY) AND R-4 (MULTIFAMILY VERY HIGH DENSITY) ZONE DI
STRICTS FOR 15 SITES LOCATED THROUGHOUT THE CITY OF CLOVIS W
HEREAS, the City of Clovis (“City”), 1033 Fifth Street, Clovis, CA 93619, initiated an application for Rezone (R) 2024-002 to amend the City’s zoning map; and WHEREAS, the initiation of the project was required in conjunction with the terms of the judgment entered in the Martinez v. City of Clovis case, whereby the City is required to rezone properties as part of the Infill Rezone Program in order to bring the City’s Housing Element into compliance with applicable state law, which includes approximately 54 acres (20 sites) throughout the City; and
WHEREAS, the City proposes to amend the zoning map for approximately 54 acres (20 sites) throughout the City of Clovis and rezone the 20 sites from various zone districts t o the R-3 (Multifamily High Density) and R-4 (Multifamily Very High Density) zone districts, as shown in Attachment A (“P roject”) attached hereto and incorporated by reference; and WHEREAS, the City worked with Rincon Consultants, Inc. and prepared an Environmental Assessment (EA) for the Project pursuant to Government Code section 65759, which provides that the California Environmental Quality Act does not apply to discretionary actions necessary to bring the Housing Element into compliance with State law pursuant to a court order or judgment; and
WHEREAS, the EA for the Project, dated April 2026, contains a mitigation monitoring and reporting program and collectively makes up the EA for th e Project ; and
WHEREAS, the City published notice of a public hearing to be held on July 6, 2026, for R2024-002 in The Business Journal on June 12, 2026, more than 20 days prior to the City Council hearing in accordance with Government Code section 65484, subdivision (b)(2), and otherwise posted and provided written notice of the public hearing in accordance with applicable law; and
WHEREAS, on July 6, 2026, the City Council continued the duly noticed public hearing to August 10, 2026; and
WHEREAS, the duly noticed and continued public hearing was held and conducted on August 10, 2026; and
WHEREAS, R2024-002 is in keeping with the intent an d purpose of t he City’s Zoning Ordinance; and
WHEREAS, the City Council has had an opportunity t o review and consider the entire Adm
inistrative Re cord relating to the Project, which is on file with the City’s Department of Attachment
1
Planning and Development Services, and reviewed and considered those portions of the Administrative Record determined to be necessary to make an informed decision, including, but not necessarily limited to, the staff report, the recommendation(s) of the Clovis Planning Commission the written materials submitted with the request, and the verbal and written comments, testimony, and other evidence presented during the public hearing, which are incorporated herein by this reference (“Administrative Record”).
NO
W, THEREFORE, BASED UPON THE ENTIRE RECORD OF THE
PROCEEDINGS, THE CITY COUNCIL FINDS AND DETERMINES AS FOLLOWS:
1. The Project as proposed consisted of twenty ( 20) sites located throughout the City as identified in the Administrative Record. Based on the Administrative Record, including the comments and evidence presented during the public hearing, the City Council determines each of the required findings for approval of a rezone cannot be m ade for the following five (5) sites identified in the A dministrative Record as Site ID Nos. 72, 115, 157, 197, and 590, and those five (5) sites are not approved as part of the Project.
2. As fully detailed in the analysis in the staff report for this item and Administrative Record, the Project, consisting only of the fifteen (15) remaining sites as identified in Attachment A, satisfies the following required findings for approval of a rezone:
a. The proposed amendment is consistent with the goals, policies, and actions of the General Plan;
b. The proposed amendment would not be detrimental to the public interest, health, safety, convenience, or general welfare of the City; and c. The parcel is physically suitable (including absenc e of physical cons traints, access, compatibility with adjoining land us es, and provision of utilities) for the requested zoning designations and anticipated land uses/ projects.
3. The City Council hereby appr oves R2 024-002, c onsisting only of the fifteen (15) remaining sites as identified in Attachment A.
T
he City Council of the City of Clovis does ordain as follows:
S
ection 1 The official map of the city is amended in accordance with Section 9.08.020 and Chapter 9.86 of the Clovis Municipal Code by rezoning certain land in the City of Clovis, County of Fresno, State of California, to wit:
L
EGAL DESCRIPTION:
S
ee the attached Attachment A.
S
ection 2 This Ordinance shall go into effect and be in full force from and after thirty (30) days after its final passage and adoption.
APPR
OVED: August 10, 2026
______________________________ ______________________________ Mayor City Clerk
* * * * * * * * * *
The foregoing Ordinance was introduced and read at a regular meeting of the City Council held on August 10, 2026, and was adopted at a regular meeting of said Council held on August 17, 2026, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
DATED: August 17, 2026
___________________________________
City Clerk
ATTACHMENT A
LEGAL DESCRIPTION
Site #3
From P-C-C to R-3
C-2
P-C-C
R-A
R
-
1 R-A
R - 1 - 7 5 0 0
R-1-9500
C-M
M-P C - M
M-PC-M
M
- 1
R-1-AH
M
-
1 Site #3
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #3 will adjust the zone
district from the P-C-C (Planned Commercial Center) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 350 700 1,050175
US Feet
Site #63
From R-1-7500 to R-3
R-2
R
-
2 R-1-PRD
R-1-7500
R
-
1 -
7 5
0 0
Site #63
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #63 will adjust the zone
district from the R-1-7500 (Single Family Residential) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 350 700 1,050175
US Feet
Site #108
From C-2 to R-3
P
-
C
-
C
C-2
R
-
1 R-3
R-1
M-U
R-1
Site #108
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #108 will adjust the zone
district from the C-2 (Community Commercial) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 310 620 930155
US Feet
Site #110
From R-1 to R-3
R-3
R-3
R-A
R-1-C
R-1
R - 3
R-A
R-A
R-A
R - 1
R
-
1 R-A
C-2
Site #110
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #110 will adjust the zone
district from the R-1 (Single Family Residential) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 275 550 825137.5
US Feet
Site #161
From C-P to R-3
R
-
1 R-3
R - 3 - A
R-1
C-P
C - 2
R-1
R-A
R
-
1 C - P
Site #161
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #161 will adjust the zone
district from the C-P (Administrative and Professional Office) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 240 480 720120
US Feet
Site #167
From C-P to R-3
R-1
R-1
R-A
P-C-C
R
- A
C-P
C-2
P - C
- C
C
- P
R - 1 - B
R-1-8500
C-P
C-2
C-P
Site #167
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #167 will adjust the zone
district from the C-P (Administrative and Professional Office) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 340 680 1,020170
US Feet
Site #168
From C-P to R-3
R-1
R-1
R-A
R-A
C-2
P-C-C
C-P
C-2
Site #168
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #168 will adjust the zone
district from the C-P (Administrative and Professional Office) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 240 480 720120
US Feet
Site #217
From M-1 to R-3
M-2
C-1
M-1
M
- 1
C
- M
M
-
1 M-1
P
-
C
-
C
Site #217
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #217 will adjust a portion of the zone district for the parcel from the M-1 (Light Industrial) zone district
to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 360 720 1,080180
US Feet
Site #589
From R-A to R-3
R-1-8500
R
-
1 -
7 5
0 0
R-1-7500
R-A
R-1-7500
R - A
R-1-7500
Site #589
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #589 will adjust the zone
district from the R-A (Single Family Residential Very Low Density) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 350 700 1,050175
US Feet
Site #592
From R-A to R-3
R-A
R-A
C-2
R-1
R-1-7500
R - 1 - 7 5 0 0
Site #592
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Site #592 will adjust the zone
district from the R-A (Single Family Residential Very Low Density) zone district to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 310 620 930155
US Feet
Site #596
From R-1 to R-4
Site #597
From R-1 to R-4
Site #595
From R-1 to R-4
R-1
R-2-A
R-2
R-3
M - 1
R-1
Sites #595, 596, 597
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Sites #595, 596, 597 will adjust the zone district
from the R-1 (Single Family Residential) zone district
to the R-4 (Multifamily Very High Density) zone district.
Description of Zoning Changes for Site:
0 275 550 825137.5
US Feet
Site #598
From R-1 to R-3
Site #599
From R-1 to R-3
R-1
R
- 1 - 8 5 0 0
R-1
R - 1
R-2-A
R-1-7500 R-2
R
-
1 -
8 5
0 0
Sites #598, 599
City of Clovis Zoning
City Boundary
Clovis Streets
Rezone Site
Legend
Sites #598, 599 will adjust the zone district
from the R-1 (Single Family Residential) zone district
to the R-3 (Multifamily High Density) zone district.
Description of Zoning Changes for Site:
0 275 550 825137.5
US Feet
1 McKencie Perez
From: [email protected]
Sent: Monday, August 10, 2026 4:23 PM
To: McKencie Perez
Subject: Planning Infill Rezone Program Form - contact us text-1755209425252 = Matthew Britter
text-1755209464120 =
text-1755209498255 =
textarea-1755209560293 = Dear Ms. Perez,
I am writing to raise a specific pedestrian safety concern regarding Parcel #72 in the Infill Rezone Program, located on N Peach Ave directly across from Garfield Elementary School.
I understand this program is being implemented to meet the City's obligations under the Martinez v. City of Clovis court judgment, and that no construction is currently proposed as part of the rezone itself. My concern is with what the rezone would enable at this specific site.
Parcel #72 is currently an open lot with no existing driveway or vehicle access onto N Peach Ave. As a result, the sidewalk along this stretch of Peach Ave — including the crosswalk at the Kenosha Ave/Peach Ave corner that neighborhood children currently use to walk to and from Garfield Elementary — is free of driveway conflicts today. Children can walk this route without cars turning in or out of a driveway in their path.
Approximately two years ago, the property owner and his architect held an informational meeting with adjacent residents describing an intended 3-4 story apartment development on this parcel, with vehicle access proposed on Peach Ave and confirmation that Kenosha Ave would not be used for access.
Introducing a new curb cut and driveway on Peach Ave, at or near this same stretch, would place vehicles entering and exiting a multi-story, high-occupancy development directly across the path that children currently use to walk safely to school. Children and parents would be forced to compete with turning vehicles at the same location and during the same hours — school drop-off and pick-up — when pedestrian traffic and driver distraction are both at their highest. This is a new safety hazard that does not exist today, at a location where it would directly affect the most vulnerable pedestrians in the area.
Given this, I am requesting that the City either:
Remove Parcel #72 from the Infill Rezone Program and designate it for low-density residential use instead; or, if the parcel remains in the program,
Prohibit any new vehicle access point (curb cut/driveway) on Peach Ave for this site, and require any future development to route all vehicle access away from the school frontage, with a pedestrian and traffic safety study specific to school drop-off/pick-up hours required before any site plan is approved.
I recognize the City is working to meet a court-
ordered housing capacity requirement, and I am not asking the City to disregard that obligation — only to ensure that meeting it does not come at the cost of children's safety walking to and from school on a route that is currently safe precisely because no driveway exists there today.
2 I would appreciate this concern being included in the record for the August 10, 2026 City Council meeting on this item, and I welcome the opportunity to speak to this at an informational meeting or hearing.
Thank you for your attention to this matter.
Matt Britter -
Client IP = 67.181.166.31
1 McKencie Perez
From: Barbara File < >
Sent: Monday, August 10, 2026 4:29 PM
To: McKencie Perez
Subject: Clovis Infill Rezone Program FAQ
Dear George Gonzalez,
I just received your letter dated 7/31/26. There is no mention on which parcels of property are being considered for the rezone. Can you let me know the corners of property bring considered? I live at Harlan Ranch between Richmond, De Wolf Ave.and Harlan Ranch BLVD. There’s no stop sign at Richmond and DeWolf avenues and the traffic during morning and night after work is horrible.
The circulation coming off 168 freeway going north at Owen’s mountain parkway is congested.
Please let me know.
Thanks,
Barbara File
Property owner
Sent from my iPhone
Report to the City Council
To: City Council
From: Administration
Date: August 17, 2026
Staff: Andrew Haussler, City Manager
Subject: Consider Approval – Designation of Voting Delegate and Alternate for the League of California Cities’ Annual Conference and Business Meeting, September 23–25, 2026.
Recommendation: Approve
Attachments:
1. Designation of Voting Delegate ATT 1 Voting Delegate Information Packet
2. Designation of Voting Delegate ATT 2 Cal Cities 2026 Resolution Packet
Recommendation:
That the City Council take action to designate a Council Member as the City’s voting delegate for the League of California Cities’ Annual Conference, September 23–25, 2026, for transacting business at the Annual Business Meeting on Friday, September 25, and that an alternate voting delegate also be designated.
Executive Summary:
The Annual Business Meeting of the League of California Cities will be conducted at the Annual League Conference held on October 18, 2024. In order for the City to cast votes on policy matters coming before the League, it must take action to designate a voting delegate and an alternate voting delegate who will be issued credentials for voting purposes. This authority may not be transferred unofficially and must be accomplished only by action of the City Council. The resolutions to be considered at the meeting are included in the 2026 Resolution Packet as Attachment 2.
Background:
Voting on official business and policy matters of the League of California Cities occurs each year at the Annual Business Meeting, held in conjunction with the Annual League Conference. This year the Annual Business Meeting will be on Friday, September 25, 2026.
The voting process for the Annual Business Meeting requires that a voting delegate be designated from each member city by action of the City Council. The attached report from the League of California Cities outlines the procedure to ensure integrity of the voting process.
Fiscal Impact:
None.
Reason for Recommendation:
In order for the City to exercise its membership responsibility for policy direction of the League of California Cities, it is necessary to vote on such matters at the Annual Business Meeting.
Actions Following Approval:
The League of California Cities will be advised per the submission instructions in Attachment 1 of the City Council Member designated as the voting delegate and the alternate voting delegate for the City of Clovis.
Conflict of Interest:
None.
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org DATE: Wednesday, May 13, 2026
TO: M
ayors, Council Members, City Clerks, and City Managers
RE: D
ESIGNATION OF VOTING DELEGATES AND ALTERNATES
League of California Cities Annual Conference and Expo, Sept. 23-25, 2026 Anaheim Convention Center
Ev
ery year, the League of California Cities convenes a member-driven General Assembly at the Cal Cities Annual Conference and Expo. The General Assembly is an important opportunity where city officials can directly participate in the development of Cal Cities policy.
Tak
ing place on Friday, Sept. 25, 2026 the General Assembly is comprised of voting delegates appointed by each member city; every city has one voting delegate. Your appointed voting delegate plays an important role during the General Assembly by representing your city and voting on resolutions.
To ca
st a vote during the General Assembly, your city must designate a voting delegate and up to two alternate voting delegates, one of whom may vote if the designated voting delegate is unable to serve in that capacity. Voting delegates may either be an elected or appointed official.
Act
ion by Council Required. Consistent with Cal Cities bylaws, a city’s voting delegate and up to two alternates must be designated by the city council. Please note that designating the voting delegate and alternates must be done by city council action and cannot be accomplished by individual action of the mayor or city manager alone.
Fol
lowing council action, please submit your city’s delegates through the online submission portal by Tuesday, Sept. 1, 2026. When completing the Voting Delegate submission form, you will be asked to attest that council action was taken. You will need to be signed in to your My Cal Cities account when submitting the form.
Su
bmitting your voting delegate form by the deadline will allow us time to establish voting delegate/alternate records prior to the conference and provide pre-conference communications with voting delegates.
Con
ference Registration Required. The voting delegate and alternates must be registered to attend the conference. They need not register for the entire conference; they may register for Friday only. Conference registration opens June 2.
For
a city to cast a vote, one voter must be present at the General Assembly and in possession of the voting delegate card and voting tool. Voting delegates and Council Action Advised by September 1, 2026
Attachment 1
alternates need to pick up their conference badges before signing in and picking up the voting delegate card at the voting delegate desk. This will enable them to receive the special sticker on their name badges that will admit the voting delegate into the voting area during the General Assembly.
Please view Cal Cities’ event and meeting policy in advance of the conference.
Transferring Voting Card to Non-Designated Individuals Not Allowed. The voting delegate card may be transferred freely between the voting delegate and alternates, but only between the voting delegate and alternates. If the voting delegate and alternates find themselves unable to attend the General Assembly, they may not transfer the voting card to another city official.
Seating Protocol during General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.
The voting delegate desk, located in the conference registration area of the Anaheim Convention Center, will be open at the following times: Wednesday, Sept. 23, 8:00 a.m.-6:00 p.m. and Thursday, Sept. 24, 7:30 a.m.-4:00 p.m. On Friday, Sept. 25, the voting delegate desk will be open at the General Assembly, starting at 7:30 a.m., but will be closed during roll calls and voting.
The voting procedures that will be used at the conference are attached to this memo.
Please share these procedures and this memo with your council and especially with the individuals that your council designates as your city’s voting delegate and alternates.
Once again, thank you for submitting your voting delegate and alternates by Tuesday, Sept. 1. If you have questions, please contact Zach Seals at [email protected].
Attachments:
• G
eneral Assembly Voting Guidelines
• Information Sheet: Cal Cities Resolutions and the General Assembly
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org
General Assembly Voting Guidelines
1. One City One Vote. Each member city has a right to cast one vote on matters pertaining to Cal Cities policy.
2. Designating a City Voting Representative. Prior to the Cal Cities Annual Conference and Expo, each city council may designate a voting delegate and up to two alternates; these individuals are identified on the voting delegate form provided to the Cal Cities Credentials Committee.
3. Registering with the Credentials Committee. The voting delegate, or alternates, may pick up the city's voting card at the voting delegate desk in the conference registration area. Voting delegates and alternates must sign in at the voting delegate desk. Here they will receive a special sticker on their name badge and thus be admitted to the voting area at the General Assembly.
4. Signing Initiated Resolution Petitions. Only those individuals who are voting delegates (or alternates), and who have picked up their city’s voting card by providing a signature to the credentials committee at the voting delegate desk, may sign petitions to initiate a resolution.
5. Voting. To cast the city's vote, a city official must have in their possession the city's voting card and voting tool; and be registered with the credentials committee. The voting card may be transferred freely between the voting delegate and alternates but may not be transferred to another city official who is neither a voting delegate nor alternate.
6. Voting Area at General Assembly. At the General Assembly, individuals with a voting card will sit in a designated area. Admission to the voting area will be limited to the individual in possession of the voting card and with a special sticker on their name badge identifying them as a voting delegate.
7. Resolving Disputes. In case of dispute, the credentials committee will determine the validity of signatures on petitioned resolutions and the right of a city official to vote at the General Assembly.
Sixty days before the
Annual Conference
and Expo, Cal Cities
members may submit
policy proposals on
issues of importance
to cities. The resolution must
have the concurrence of at least
five additional member cities or
individual members.
How it works: Cal Cities
Resolutions and the General Assembly
General Assembly
General Resolutions Policy Committees
Developing League of California Cities policy is a dynamic process that engages a wide range of members to ensure Cal Cities represents cities with one voice. These policies directly guide Cal Cities’ advocacy to promote local decision-making, and lobby against statewide policies that erode local control.
The resolutions process and General Assembly is one way that city officials can directly participate in the development of Cal Cities policy. If a resolution is approved at the General Assembly, it becomes official Cal Cities policy. Here’s how resolutions and the General Assembly work.
The petitioned
resolution is an
alternate method
to introduce policy
proposals during
the annual conference. The
petition must be signed by
voting delegates from 10% of
member cities, and submitted to
the Cal Cities President at least
24 hours before the beginning
of the General Assembly.
Petitioned Resolutions
The Cal Cities
President assigns
general resolutions
to policy committees
where members
review, debate, and recommend
positions for each policy proposal.
Recommendations are forwarded
to the Resolutions Committee.
Who’s who
The Resolutions Committee
includes representatives
from each Cal Cities
diversity caucus, regional
division, municipal
department, and policy
committee, as well as
individuals appointed by
the Cal Cities president.
Voting delegates
are appointed by each
member city; every city
has one voting delegate.
The General Assembly is a
meeting of the collective
body of all voting
delegates —one from
every member city.
Seven policy committees
meet throughout the year
to review and recommend
positions to take on bills
and regulatory proposals.
Policy committees include
members from each Cal
Cities diversity caucus,
regional division, and
municipal department,
as well as individuals
appointed by the Cal
Cities president.
During the General Assembly, voting delegates
debate and consider general and petitioned
resolutions forwarded by the Resolutions
Committee. Potential Cal Cities bylaws
amendments are also considered at this meeting.
Cal Cities policy
development is a member-
informed process,
grounded in the voices and
experiences of city officials
throughout the state.
For more information visit www.calcities.org/general-assembly Prior to the Annual Conference and Expo
Resolutions Committee
The Resolutions
Committee considers
all resolutions. General
Resolutions approved1 by
either a policy committee
or the Resolutions Committee are next
considered by the General Assembly.
General resolutions not approved, or
referred for further study by both a
policy committee and the Resolutions
Committee do not go to the General
Assembly. All Petitioned Resolutions
are considered by the General
Assembly, unless disqualified.2
During the Annual Conference and Expo
1 The Resolution Committee can amend a general resolution prior to sending it to the General Assembly. 2 Petitioned Resolutions may be disqualified by the Resolutions Committee according to Cal Cities Bylaws Article VI. Sec. 5(f).
2025-2026
CAL CITIES OFFICERS
President
Gabe Quinto
Mayor
El Cerrito
First Vice President
Teresa Acosta
Council Member
Carlsbad
Second Vice President
David Cohen
Council Member
San Jose
Immediate Past President
Lynne B. Kennedy
Mayor Pro Tem,
Rancho Cucamonga
Executive Director
and CEO
Carolyn M. Coleman
1400 K Street, Suite 400, Sacramento, CA 95814 • 916.658.8200 • calcities.org August 10, 2026
TO
: Cal Cities Members
R
E: Cal Cities 2026 Resolution Packet
Si
xty days before the Cal Cities Annual Conference and Expo, Cal Cities members may submit resolutions on issues of importance to cities. This year, Cal Cities received one resolution by the July 25 deadline.
T
he attached packet contains the proposed resolution, background information, supporting letters from cities and city officials, and an analysis of the resolution by Cal Cities. The packet includes detailed information on the resolution process and the next steps for the resolution.
W
e encourage each city council to consider the resolution and determine a position so your voting delegate can represent your city’s position on the resolution.
V
oting Delegates: City councils must appoint a voting delegate to vote during the General Assembly. Each city may also appoint up to two alternate delegates. If your city has not already done so, please appoint your voting delegate by Tuesday, Sept. 1, 2026. The voting delegate packet contains more information.
Th
e 2026 General Assembly will be held Friday, Sept. 25, at 8:30 a.m. in the Anaheim Convention Center during the Annual Conference and Expo.
F
or questions about resolutions, voting delegates, or the General Assembly, please contact Zach Seals.
ATTACHMENT 2
2026
Resolution
Packet
2026 Resolution Packet
Information on 2026 Resolutions Process
Consideration by Policy Committee (pre-conference)
Per the Cal Cities bylaws, Cal Cities President Gabe Quinto has referred the submitted resolution to the Housing, Community, and Economic Development Committee. The committee will meet on Thursday, Sept. 17, at 10 a.m. via Zoom to review the resolution and make a recommendation that will be sent to the Resolutions Committee. A public comment period will be held during the meeting. Register for the meeting here.
A list of recommendations the policy committee may make during its meeting is on page two of this packet.
Consideration by Resolutions Committee (during conference) On Thursday, Sept. 24, at 1:00 p.m. the Resolutions Committee will meet to review the resolution and the recommendation of the policy committee.
The Resolutions Committee consist of one representative from each of Cal Cities caucuses, departments, divisions, and policy committees, as well as up to ten additional appointments made by the Cal Cities President. A public comment period will be held during the meeting. Refer to the onsite conference program for the location.
A list of recommendations the Resolutions Committee may make during its meeting is on page two of this packet.
Consideration by the General Assembly (during conference) The General Assembly will convene on Friday, Sept. 25, at 8:30 a.m. to consider any resolutions the Resolutions Committee has forwarded. To vote during the General Assembly, voting delegates must have checked in at the voting delegate booth.
Conference attendees will receive materials for the General Assembly on the evening of Thursday, Sept. 24. For more information on voting and discussion procedures during the General Assembly, see page three of this packet.
Petitioned Resolutions (during conference)
The petitioned resolution is an alternate method to introduce policy proposals during the annual conference. To initiate a petitioned resolution, voting delegates from 10% of member cities must sign the petition. The resolution and signatures are due at least 24 hours before the beginning of the General Assembly. Voting delegates who have checked in at the voting delegate booth can receive more information on petitioned resolutions at the booth onsite. 1
2026 Resolution Packet
Policy Committee and Resolutions Committee Actions
The submitted resolution will be heard by the policy committee to which it was assigned, and the Resolutions Committee. The table below shows what recommendations these bodies may make on the resolution.
Policy Committee Actions Resolutions Committee Actions
Approve Approve
Disapprove* Disapprove*
No Action No Action
Amend and approve
Amend and approve
Refer to appropriate policy committee
for further study*
Approve as amended
Refer as amended to appropriate
policy committee for further study*
Refer to appropriate policy committee
for further study*
Refer as amended to appropriate
policy committee for further study*
Approve with additional
amendment(s)
Additional amendments and refer to
appropriate policy committee for
further study*
*If a resolution is disapproved or referred for further study by all policy committees to which it is assigned and the Resolutions Committee, it will not proceed to the General Assembly.
2
2026 Resolution Packet
General Assembly Voting and Discussion Procedures
Discussion Procedures:
Discussion procedures during the General Assembly are guided by two calendars:
the Consent Calendar and the Regular Calendar. As seen below, resolutions are calendared by the recommendations they receive from policy committees and the Resolutions Committee.
For General Resolutions:
Policy Committee
Recommendation
Resolutions Committee
Recommendation Calendar
Approve Approve Consent Calendar
Approve Disapprove or refer Regular Calendar
Disapprove or refer Approve Regular Calendar
Disapprove or refer Disapprove or refer Does not proceed to General Assembly
For Petitioned Resolutions:
Policy Committee
Recommendation Resolutions Committee Action Calendar
N/A
Approve Regular Calendar
Disapprove or Refer Regular Calendar
Disqualified Does not proceed to General
Assembly
Items on the Consent Calendar will be presented as one motion during the General Assembly from the Resolutions Committee chair. Unless an item on the Consent Calendar is set aside by the majority of the General Assembly, a vote will be taken on the whole calendar. If an item is set aside, it will be opened for discussion, followed by a vote.
Items on the Regular Calendar will be presented individually by the Resolutions Committee chair. After a recommendation is presented by the Resolutions Committee chair, the resolution will be opened for discussion by the General Assembly. A vote will take place following discussion.
Voting Procedures:
Per Cal Cities Bylaws Article XII, Sec. 2, all votes will be conducted by voice vote first. If the presiding official cannot determine the outcome, a vote will be taken by an alternative method, typically a raise of voting cards by voting delegates. A roll call vote may be called for by delegates of ten percent or more of the General Assembly.
3
2026 Resolution Packet
2026 Resolution
1. Resolution No. 1 submitted by City of Murrieta
• Letters of concurrence submitted by:
i. City of Banning;
ii. City of Calimesa;
iii. City of Canyon Lake;
iv. City of Moreno Valley;
v. City of Norco;
vi. City of Torrance;
vii. Crystal Ruiz, Mayor, City of San Jacinto;
viii. Jessica Alexander, Mayor, City of Temecula
• Referred to Housing, Community, and Economic Development Committee
• Policy Committee Recommendation:
• Resolutions Committee Recommendation:
4
2026 Resolution Packet
Resolution No. 1
Submitted by City of Murietta
5
2026 Resolution Packet
1. A RESOLUTION OF THE GENERAL ASSEMBLY OF THE LEAGUE OF CALIFORNIA CITIES
CALLING FOR A WORKING GROUP TO CONSIDER A STATE CONSTITUTIONAL
AMENDMENT OR OTHER FORM OF INITIATIVE TO ENSURE FINAL LOCAL AUTHORITY OVER
HOUSING AND LAND USE DECISIONS
Source: City of Murrieta
Concurrence of five or more cities/city officials
Cities/city officials: City of Banning; City of Calimesa; City of Canyon Lake; City of Moreno Valley; City of Norco; City of Torrance; Crystal Ruiz, Mayor, City of San Jacinto; Jessica Alexander, Mayor, City of Temecula
Referred to: Housing, Community, and Economic Development Policy Committee WHEREAS, California cities have historically been responsible for adopting general plans and zoning regulations, reviewing housing development proposals, and providing or coordinating the streets, water, wastewater, public safety, parks, transportation, and other infrastructure and services necessary to support responsible, environmentally sound, and well-planned residential growth; and
WHEREAS, the League of California Cities is dedicated to protecting and expanding local control for municipalities across the state to ensure their orderly growth and development; and
WHEREAS, the League of California Cities recognizes that local zoning is a primary function of cities and an essential component of home rule, and that a city’s general plan should guide its land use planning and strategic decision-making free from pre-emption by the state; and
WHEREAS, increasingly prescriptive statewide housing mandates and development approval requirements can override locally adopted plans, zoning standards, and public review procedures without adequately accounting for differences that exist in each unique jurisdict ion in infrastructure capacity, water availability, wildfire and evacuation risks, environmental constraints, fiscal impacts, public service needs, and community priorities; and
WHEREAS, California’s housing goals can be more effectively advanced through state funding, streamlined environmental requirements, and voluntary partnerships that support housing production while preserving the authority of locally elected officials to determine how and where housing is best planned and approved; NOW, THEREFORE, BE IT RESOLVED , by the General Assembly of the League of California Cities, assembled during the Annual Conference in Anaheim, California, on September 25, 2026, that the League of California Cities support the development and advancement of a state constitutional amend ment or other legislative, policy, or ballot- based strategies that restore and strengthen local authority over housing and land use matters within municipal boundaries, including general plans, housing elements, zoning, density, design and development standards, project siting, and the approval or denial of housing development applications; and
6
2026 Resolution Packet
BE IT FURTHER RESOLVED, that any constitutional amendment or alternative strategy should preserve the State’s authority to establish broad statewide housing goals and enforce constitutional and civil rights, fair housing requirements, building and life -safety standards, and gen erally applicable environmental protections, while protecting cities from state actions that compel, through funding conditions or state law, the approval of housing developments that are inconsistent with locally adopted requirements; override local zonin g or density standards; or invalidate locally adopted housing or land use decisions when a city has planned in good faith to accommodate its regional housing needs allocation and maintains adequate capacity for housing at all income levels; and
BE IT FURTHER RESOLVED, that the League of California Cities consider establishing a statewide working group or other appropriate committee(s) to evaluate and develop a proposed constitutional amendment or other legislative, policy, or ballot-based strategies to restore and strengthen local authority over housing and land use matters including but limited to: conducting appropriate legal, fiscal, and policy analyses; engaging cities and other stakeholders; and building a statewide coalition of proponent supporters in preparation for; the November 2030 General Election, or within another reasonable time frame as determined by the working group.
7
2026 Resolution Packet
Resolution No. 1: Background
Information
8
2026 Resolution Packet
Background Information for Resolution
Source: City of Murrieta
Background:
California cities are responsible for planning residential growth, adopting general plans and zoning regulations, reviewing development proposals, and providing or coordinating the infrastructure and public services necessary to support new housing. Since 2010, the State has enacted more than 500 housing-related laws that have increasingly shifted housing and land use authority away from local governments. These laws have expanded by-right development, limited locally adopted standards and review processes, and established enforcement mechanisms, including the builder’s remedy, that may override local plans and zoning. Although these measures are frequently presented as solutions to housing affordability, many increase development capacity or restrict local review without delivering the meaningful production of housing needed to address the housing crisis.
At the same time, the State has continued to prioritize increased development capacity without adequately accounting for the infrastructure, public services, economic realities, and safety measures necessary to support housing growth.
State mandates often fail to reflect local conditions, including roadway and utility capacity, water availability, wildfire exposure, environmental limitations, fiscal impacts, and the availability of essential services. Cities are consequently required to accommodate additional housing while receiving no funding or assistance to address the resulting infrastructure and service demands.
Local elected officials are directly accountable to the residents who experience the effects of development decisions and are responsible for balancing housing production with infrastructure capacity, public safety, environmental protection, fiscal sustainability, and community needs. Cities of all types in California have been grappling with this dynamic, ranging from urban to rural, coastal to inland, small to large, northern to southern, voicing concerns to legislative representatives with minimal responsiveness. This is an issue of statewide concern that needs the strength and diversity of the League of California Cities to pursue a long-term solution.
The proposed resolution directs the League of California Cities to establish a statewide working group to evaluate a constitutional amendment or other legislative, policy, or ballot-based strategies to restore and strengthen local authority over housing and land use decisions. The working group would be tasked with developing a more balanced framework that preserves the State’s role in establishing broad housing goals and enforcing constitutional, civil rights, fair housing, building, life-safety, and environmental requirements, while restoring meaningful local authority to allow cities to determine how statewide housing 9
2026 Resolution Packet
objectives should be implemented in a manner that reflects local conditions and community priorities while continuing to support responsible housing production.
As the primary statewide organization representing California cities, the League is uniquely positioned to lead this effort. Its established policy, legal, legislative, communications, and advocacy networks enable it to convene municipalities, evaluate potential strategies, conduct legal and fiscal analyses, build consensus, engage stakeholders, and coordinate with statewide decision-makers. League leadership would help ensure that any recommendation reflects the collective interests of California municipalities and would provide the credibility, organizational capacity, and statewide reach necessary to advance a viable strategy.
10
2026 Resolution Packet
Resolution No. 1: Letters of
Concurrence
11
12
13
July 23, 2026
President Gabe Quinto
League of California Cities
1400 K Street, Suite 400
Sacramento, CA 95814
Subject: Support for a Resolution Establishing a Working Group to Evaluate a State Constitutional Amendment or Other Initiative to Restore Local Housing and Land Use Authority
Dear President Quinto,
The City of Murrieta is sponsoring a resolution for consideration by the General Assembly of the League of California Cities to establish a statewide working group to evaluate a constitutional amendment or other legislative, policy, or ballot -based strategies to restore and strengthen local authority over housing and land use decisions.
The proposed resolution, together with the required background materials, will be submitted to Cal Cities for consideration at the 2026 Annual Conference in Orange County on September 24 and
25. The resolution would direct the League to convene a working group to evaluate potential approaches for addressing the increasingly broad and prescriptive state mandates affecting local housing, zoning, development standards, and project approval authority.
On behalf of the City of Can yon Lake, this letter confirms our support for the City of Murrieta’s submission of the proposed resolution and its consideration by the League of California Cities General Assembly at the 2026 Annual Conference.
Sincerely,
Arron Brown
City Manager
City of Canyon Lake
14
July 23, 2026
President Gabe Quinto
League of California Cities
1400 K Street, Suite 400
Sacramento, CA 95814
Subject: Support for a Resolution Establishing a Working Group to Evaluate a State Constitutional Amendment or Other Initiative to Restore Local Housing and Land Use Authority
Dear President Quinto,
The City of Murrieta is sponsoring a resolution for consideration by the General Assembly of the League of California Cities to establish a statewide working group to evaluate a constitutional amendment or other legislative, policy, or ballot-based strategies to restore and strengthen local authority over housing and land use decisions.
The proposed resolution, together with the required background materials, will be submitted to Cal Cities for consideration at the 2026 Annual Conference in Orange County on September 24 and 25. The resolution would direct the League to convene a working group to evaluate potential approaches to address increasingly broad and prescriptive state mandates affecting local housing, zoning, development standards, and project approval authority.
On behalf of the City of Moreno Valley, this letter confirms our support for the City of Murrieta’s submission of the proposed resolution and its consideration by the League of California Cities General Assembly at the 2026 Annual Conference.
Sincerely,
Brian Mohan
City Manager
City of Moreno Valley
15
July 22, 2026
President Gabe Quinto
League of California Cities
1400 K Street, Suite 400
Sacramento, CA 95814
Subject: Support for a Resolution Establishing a Working Group to Evaluate a State Constitutional Amendment or Other Initiative to Restore Local Housing and Land Use Authority
Dear President Quinto,
The City of Murrieta is sponsoring a resolution for consideration by the General Assembly of the League of California Cities to establish a statewide working group to evaluate a constitutional amendment or other legislative, policy, or ballot-based strategies to restore and strengthen local authority over housing and land use decisions.
The proposed resolution, together with the required background materials, will be submitted to Cal Cities for consideration at the 2026 Annual Conference in Orange County on September 24 and 25. The resolution would direct the League to convene a working group to evaluate potential approaches for addressing the increasingly broad and prescriptive state mandates affecting local housing, zoning, development standards, and project approval authority.
On behalf of the City of the Norco, this letter confirms our support for the City of Murrieta’s submission of the proposed resolution and its consideration by the League of California Cities General Assembly at the 2026 Annual Conference.
Sincerely,
Kevin Bash
City Council Member
(951) 768-8981
16
17
18
19
20
July 23, 2026
Mr. Gabe Quinto, President
League of California Cities
1400 K Street, Suite 400
Sacramento, CA 95814
Subject: Support for the City of Murrieta's Resolution Establishing a Working Group to Evaluate a State Constitutional Amendment or Other Initiative to Restore Local Housing and Land Use Authority
Dear President Quinto:
I am writing in my individual capacity as Mayor of the City of Temecula to express my strong support for the City of Murrieta's proposed resolution for consideration by the General Assembly of the League of California Cities at the 2026 Annual Conference.
The proposed resolution presents an important opportunity to thoughtfully evaluate the appropriate balance between California's statewide housing objectives and the constitutional principle of local governance. Establishing a statewide working group to examine a potential constitutional amendment, legislative reforms, or other policy initiatives will provide a meaningful forum to assess how local authority over housing and land use decisions can be strengthened while continuing to address the State's housing challenges.
Cities are uniquely positioned to understand the needs, opportunities, and constraints of their communities. Local elected officials are accountable to the residents they serve and are best equipped to make land use decisions that reflect a community's character, infrastructure capacity, economic development goals, environmental stewardship, and long-term vision. Equally important, local governments bear the primary responsibility for protecting public safety. Decisions regarding housing density, transportation, emergency access, wildfire preparedness, evacuation routes, police and fire service capacity, water availability, and critical infrastructure are inherently local matters that require the knowledge and judgment of those who serve their communities every day.
While the State has an important role in addressing California's housing needs, a collaborative approach that respects local expertise and preserves meaningful local discretion will produce stronger, safer, and more sustainable communities. The proposed working group offers an opportunity to evaluate policies that achieve these shared objectives while restoring an appropriate balance between state direction and local authority.
21
Mr. Gabe Quinto, President
League of California Cities
July 23, 2026
Although this letter reflects my personal position and is not an official action or policy of the City of Temecula or the Temecula City Council, I respectfully endorse the City of Murrieta's submission of this resolution and encourage its favorable consideration by the League of California Cities General Assembly.
Thank you for your leadership and your thoughtful consideration of this important issue.
Respectfully,
Jessica Alexander
Mayor, City of Temecula
Signing in her individual capacity
and not on behalf of the City of Temecula
or the Temecula City Council.
22
2026 Resolution Packet
Resolution No. 1: Staff Analysis
23
League of California Cities Staff Analysis on Resolution No. 1
Staff: Brady Guertin, Legislative Advocate
Committee: Housing, Community, and Economic Development
Summary:
Resolution No.1 states that the League of California Cities (Cal Cities) will:
1. Support the development and advancement of a state constitutional amendment or legislative, policy, or ballot-based strategy that restores and strengthens local authority over housing and land use matters, including general plans, housing elements, zoning, density, design and development standards, project siting, and the approval or denial of housing development applications.
Pursuant to the resolution, the strategy should preserve the state’s authority to set broad, statewide housing goals and enforce civil rights, fair housing, building safety, and environmental standards while protecting local control by preventing the state from compelling the approval of developments that conflict with local requirements, override local zoning or density standards, or overturn local land use decisions where a city has planned for and maintained sufficient capacity to meet its housing obligations.
2. Consider establishing a statewide working group or other appropriate committee(s) to evaluate and develop a proposed constitutional amendment or other legislative, policy, or ballot-based strategies to restore and strengthen local authority over housing and land use matters.
The resolution states: “conducting legal, fiscal, and policy analyses; engaging cities and other stakeholders; and building a statewide coalition of proponent supporters in preparation for the November 2030 General Election, or within another reasonable time period.”
Background:
As provided in the background information, the city of Murrieta is sponsoring this resolution in response to concerns over state laws that have increasingly reduced city discretion over housing and land use decisions, including legislation that requires ministerial or by-right approvals for housing projects, limits the application of local development standards, and strengthens state enforcement mechanisms against local governments.
Additionally, the city of Murrieta, in its background information, maintains that these legislative efforts have not resulted in sufficient housing production to address California's housing shortage and have not adequately accounted for 24
local infrastructure, public service needs, public safety, market, and fiscal considerations.
The resolution states that California’s housing goals are better advanced through state funding, streamlined environmental requirements, and voluntary partnerships, while preserving local authority over how and where housing is best planned and approved.
Consideration of the resolution may be informed by a brief examination of how the California Constitution allocates authority between the state and cities with respect to land use decisions.
The constitution grants cities the power to adopt local laws to protect the public’s health, safety, and welfare. This grant is called the “police power,” which is the basis for local land use regulation. The constitution grants charter cities the additional power to adopt local laws affecting “municipal affairs.” This power, commonly referred to as “home rule,” is based on the principle that a city, rather than the state, is in the best position to identify and satisfy the needs of the local community.
The constitution’s broad grant of police power contains a significant limitation.
Local law adopted under the police power is not valid if it “conflicts” with state law. A local law “conflicts” with state law when it regulates the same “field” in which the Legislature has stated its intent to occupy. In that case, state law is said to “preempt” the local law and it cannot be enforced.
An ordinance adopted by a charter city under the municipal affairs power cannot be enforced if it affects a “matter of statewide concern.” The subjects that have been identified as “matters of statewide concern” have changed over the years due to economic, social, and political circumstances.
Since the 1960s, the state has enacted numerous laws that limit or preempt aspects of local land use and zoning authority. These laws include the Fair Employment and Housing Act, Housing Element Law, Housing Accountability Act, Density Bonus Law, Permit Streamlining Act, accessory dwelling unit laws, California Environmental Quality Act, and others. In recent years, the state has enacted several laws that Cal Cities was the leading opposition force against, as many of the proposals pre-empted local land use authority, limited public review, and constrained local flexibility. In support of its housing and land use legislation, the Legislature has cited a statewide housing crisis and the need for increased housing production at all income levels while asserting that a uniform approach to local land use decision-making is required.
25
Discussion:
The resolution does not prescribe a specific policy mechanism. The eight letters in support recommend creating a working group or committee to evaluate potential approaches, including legislative proposals, constitutional amendments, or ballot initiatives to strengthen local authority over housing and land use matters.
A discussion of a strategy to restore and strengthen local authority over housing and land use matters will need to consider the California Constitution’s framework for both preemption of police power enactments and municipal affairs, discussed above. It will also need to determine whether changes to the California Constitution will be proposed, and whether they constitute an amendment or a revision, which require different processes.
A constitutional revision is a multistep process blending legislative consensus, voter support, and on occasion, a constitutional convention. It requires significant public engagement.
A constitutional amendment would require a ballot initiative, which includes gathering enough valid signatures to qualify for the ballot, building large coalitions to support election efforts, and campaigning to voters to support the initiative. This process can involve significant costs. In the last major election for ballot initiatives in 2024, proponents spent $8-$18 million to qualify for the ballot and spent nearly $700 million for the full election cycle, averaging out to about $100 million per ballot initiative.
Cal Cities has been engaged in ballot advocacy for over 20 years. In the early 2000s, Cal Cities developed a ballot advocacy infrastructure that included forming an issue political action committee, fundraising, establishing a network of regional managers, and building a coalition with other organizations to ultimately advocate on a ballot measure. Ballot advocacy requires the approval of the Board of Directors with a supermajority vote.
In the Legislature, Cal Cities plays an active and influential role to ensure that local flexibility and autonomy in the land use and housing space is maintained by engaging on dozens of bills every legislative session to ensure that cities' voices are heard at the state Capitol. Below, you will find Cal Cities “Existing Policy” on local control, housing, and land use policies.
Fiscal Impact
The resolution itself would not have a significant direct fiscal impact. However, depending on what actions follow, the fiscal costs could be significant.
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Existing Cal Cities Policy
Vision
To be recognized and respected as the leading advocate for the common interests of California's cities.
Mission Statement
To expand and protect local control for cities through education and advocacy to enhance the quality of life for all Californians.
We Believe
• Local self-governance is the cornerstone of democracy. • Our strength lies in the unity of our diverse communities of interest. • In the involvement of all stakeholders in establishing goals and in solving problems.
• In conducting the business of government with transparency, openness, respect, and civility.
• The spirit of honest public service is what builds communities. • Open decision-making that is of the highest ethical standards honors the public trust.
• Cities are vital to the strength of the California economy. • The vitality of cities is dependent upon their fiscal stability and local autonomy.
• The active participation of all city officials increases the League's effectiveness.
• Partnerships and collaborations are essential elements of focused advocacy and lobbying.
• Ethical and well-informed city officials are essential for responsive, visionary leadership and effective and efficient city operations.
Zoning
Cal Cities believes local zoning is a primary function of cities and is an essential component of home rule. The process of adoption, implementation and enforcement of zoning ordinances should be open and fair to the public and enhance the responsiveness of local decision-makers. State policy should leave local siting and use decisions to the city and not interfere with local prerogative beyond providing a constitutionally valid procedure for adopting local regulations. State agency siting of facilities, including campuses and office buildings, should be subject to local notice and hearing requirements in order to meet concerns of the local community. Cal Cities opposes legislation that seeks to limit local authority over parking requirements.
Housing Element
Housing issues should be addressed in the general plan as other planning issues are. The housing element should be prepared for the benefit of local 27
governments and should have equal status with the other elements of the general plan.
Encourage Full Community Participation
Foster an open and inclusive community dialogue and promote alliances and partnerships to meet community needs.
Well-Planned New Growth
Recognize and preserve open space, watersheds, environmental habitats, and agricultural lands, while accommodating new growth in compact forms, in a manner that:
• De-emphasizes automobile dependency;
• Integrates the new growth into existing communities;
• Creates a diversity of affordable housing near employment centers; • Provides job opportunities for people of all ages and income levels.
Support:
The following letters of concurrence were received:
City of Banning
City of Calimesa
City of Canyon Lake
City of Moreno Valley
City of Norco
City of Torrance
Crystal Ruiz, Mayor, City of San Jacinto
Jessica Alexander, Mayor, City of Temecula
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