Indian Wells City Council
March 7, 2024

CITY COUNCIL
Meeting Agenda

Thursday, March 7, 2024
10:00 AM
City Hall Council Chamber
44950 Eldorado Drive, Indian Wells, CA 92210

Welcome to a meeting of the Indian Wells City Council.

Public Comments: Members of the Public who wish to speak should fill out a blue slip and submit it to the City Clerk, comments are limited to 3 minutes. In accordance with State Law, remarks during public comment are to be limited to subjects within the City's jurisdiction.

Notification: If you are an individual with a disability and need a reasonable modification or accommodation pursuant to the Americans with Disabilities Act (ADA) please contact the City Clerk at 760-346-2489, 48 hours prior to the meeting.

Please turn off all communication devices (phones) or put them on non-audible mode (vibrate) during Council proceedings. All documents for public review are available for public inspection at City Hall reception, 44-950 Eldorado Drive, Indian Wells during normal business hours.

Pages
A. CONVENE THE INDIAN WELLS CITY COUNCIL, PLEDGE OF

ALLEGIANCE AND ROLL CALL

MAYOR GREG SANDERS

MAYOR PRO TEM BRUCE WHITMAN

COUNCIL MEMBER PEABODY

COUNCIL MEMBER REED

COUNCIL MEMBER GRIFFITH
B. APPROVAL OF THE FINAL AGENDA
C. PROCLAMATIONS AND PRESENTATIONS
C.1 Proclamation Recognizing the Month of March 2024 as "Arts & Culture" in the City of Indian Wells
D. PUBLIC COMMENTS
Members of the Public who wish to speak on consent items OR items not listed on the agenda may do so at this time. Public Comments are limited to 3 minutes. Speakers will be alerted when their time is up and are then to return to their seats and no further comments will be permitted.

Please note that while the City Council values your comments, the Council cannot respond nor take action on matters not listed on the agenda until the matter may appear on the forthcoming agenda.

E. CITY MANAGER'S REPORTS
The City Manager or Department Heads may make brief
announcements, informal comments, or brief the Council on items of interest.

F. CITY ATTORNEY REPORTS AND COMMENTS
G. CONSENT CALENDAR
All matters listed on the Consent Calendar are considered to be routine and will be approved by one motion. Reading of text of Ordinances is waived and Ordinances are adopted as second reading, by title only. There will be no separate discussion of these items unless members of the Council request specific items be removed from the Consent Calendar for separate discussion and action.

Council Meeting Agenda- March 7, 2024

G.1 Update on the City Council Strategic Planning Goals of 2023 9 RECOMMENDED ACTIONS:

Council RECEIVES and FILES the update on the City Council Strategic Planning Goals of 2023.

G.2 City Treasurer’s Report for January 2024 19
RECOMMENDED ACTIONS:

Council RECEIVES and FILES the City Treasurer’s Report for January 2024.

G.3 Continuation of Sponsorship for City of Indian Wells as an Official Partner City for Acrisure Arena
39 RECOMMENDED ACTIONS:

Council APPROVES continuing as the Official Acrisure Arena City Partner Sponsorship for FY 2024-25; and
AUTHORIZES the City Manager to notify Acrisure Arena that the City wishes to remain the Official Partner City for Fiscal Year 2024-2025.

H. PUBLIC HEARINGS
For each of the items listed under PUBLIC HEARING ITEMS, the public will be provided an opportunity to speak. After a staff report is provided, the Mayor will open the public hearing. At that time the applicant will be allowed five (5) minutes to make a presentation on the case. Members of the public will then be allowed three (3) minutes each to speak, unless there are a number of person’s wishing to speak and then the Mayor will allow only two (2) minutes, to accommodate for more persons.

The City Council may ask the speakers questions relative to the case and the testimony provided. The question period will not count against your time limit. After all persons have spoken, the applicant will be allowed three minutes to summarize or rebut any public testimony. The Mayor will then close the public hearing portion of the hearing and deliberate the matter.

Council Meeting Agenda- March 7, 2024

H.1 Resolution Ordering the Levy and Collection of Assessments in the Fire Access Maintenance District No. 1 for Fiscal Year 2024-25 46 RECOMMENDED ACTIONS:

Council OPENS the Public Hearing, takes any public testimony, CLOSES the Public Hearing; and,
ADOPTS Resolution approving the annual levy of the Fire Access Maintenance District No. 1 for the Fiscal Year 2024-25; and, ORDERS the Fire Access Maintenance District No. 1 levy on the Fiscal Year 2024-25 Riverside County tax roll; and,
FINDS the project to be exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15060.

H.2 Resolution Ordering the Levy and Collection of Assessments for the Special Fire Tax Standby and Availability Charges
51 RECOMMENDED ACTIONS:

Council OPENS the Public Hearing, takes any public testimony, CLOSES the Public Hearing, and
ADOPTS Resolution approving the annual levy of the Special Fire Tax Standby and Availability Charges for the Fiscal Year 2024-25 and
ORDERS the Special Fire Tax levy to be placed on the fiscal year 2024-25 Riverside County tax roll.

FINDS the project to be exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15060.

Council Meeting Agenda- March 7, 2024

H.3 Resolution Approving General Plan Amendment No. 2024-01 to Adopt the 6th Cycle 2021-2029 Housing Element, and Finding the Action Exempt under the California Environmental Quality Act (CEQA)
57 RECOMMENDED ACTIONS:

Council OPENS the Public Hearing, takes any public testimony, and CLOSES the Public Hearing; and
ADOPTS Resolution approving General Plan Amendment No. 2024- 01 for the 6th Cycle 2021-2029 Housing Element; and
FINDS the action exempt from the California Environmental Quality Act (CEQA) in accordance with Section 15061(b)(3) of the CEQA Guidelines.

I. GENERAL BUSINESS
The Mayor will call upon the members of the public to address the Council regarding the agenda item being considered. After the public has provided comment, the item is closed to further comment and brought to the Council for discussion and action.

I.1 Signage to Supplement Existing Noise and Speed Enforcement Initiatives
325
RECOMMENDED ACTIONS:

Council DISCUSSES the addition of temporary or permanent signage to expand on the city’s existing noise and speed enforcement initiatives; and
AUTHORIZES the City Manager or their designee to execute any necessary procedures for the implementation of the approved outcome.

Council Meeting Agenda- March 7, 2024

I.2 Living Desert Extraordinary Funding Request Update 328 RECOMMENDED ACTIONS:

Council DISCUSSES the Living Desert Zoo Funding Consideration, RECEIVES additional public input, and DIRECTS the next steps in the funding request process; and
FINDS the project to be exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15060.

Council Meeting Agenda- March 7, 2024

J. COUNCIL MEMBER'S REPORTS AND COMMENTS
On their own initiative, Council Members may make a brief announcement or a brief report on their own activities. Council Members may ask a question for clarification, make a referral to staff, or take action to have staff place a matter of business on a future agenda. The Council may take action on items listed on the Agenda.

J.1 COUNCIL MEMBER GRIFFITH
CVAG Conservation Commission
CVAG Energy & Sustainability Committee
CVAG Homelessness Committee
Indian Wells Community Activities Committee
Indian Wells Golf Resort Advisory Committee
Indian Wells Grants In Aid Committee
Indian Wells Finance/Legal Services Oversight Committee J.2 COUNCIL MEMBER REED
California Joint Powers Insurance Authority
CVAG Transportation Committee
Indian Wells Marketing Committee
Riverside County Transportation Commission
Southern California Association of Governments
J.3 COUNCIL MEMBER PEABODY
Cove Communities Services Commission
Coachella Valley Animal Campus
Indian Wells Golf Resort Advisory Committee
Indian Wells Marketing Committee
Sunline Transit Agency
J.4 MAYOR PRO TEM WHITMAN
Coachella Valley Economic Partnership
Coachella Valley Mountains Conservancy
CVAG Public Safety Committee
Desert Sands Unified School District
Indian Wells Personnel Committee
Indian Wells Public Safety
Indian Wells Tee Committee
Council Meeting Agenda- March 7, 2024

J.5 MAYOR SANDERS
Cove Communities Services Commission
CVAG Executive Committee
Desert Sand Unified School District
Indian Wells Finance & Legal Services Oversight Committee Indian Wells Personnel Committee
Indian Wells Public Safety Committee
Indian Wells Tee Committee
Visit Greater Palm Springs
K. ADJOURNMENT
To a Special Closed Session of the City Council to be held at 12:00 p.m. on March 7, 2024 in the Executive Conference Room; and thereafter to a City Strategic Planning Session scheduled on March 27, 2024 at 9:00 a.m. in the Indian Wells Golf Resort, Celebrity Ballroom.

Affidavit of Posting,
I, Angelica Avila, certify that on March 1, 2024 I caused to be posted a notice of a City Council Meeting to be held on March 7, 2024 at 10:00 a.m. in the City Hall Council Chamber.

Notices were posted at Indian Wells Civic Center and City's Website [www.cityofindianwells.org]
________________________
Angelica Avila, MMC
City Clerk
Council Meeting Agenda- March 7, 2024

INDIAN WELLS CITY COUNCIL
March 7, 2024

To: City Council
From: City Manager Department
Prepared by: Christopher Freeland, City Manager
Subject: Update on the City Council Strategic Planning Goals of 2023

RECOMMENDED ACTIONS:

Council RECEIVES and FILES the update on the City Council Strategic Planning Goals of 2023.

BACKGROUND:

On February 1, 2023, the City Council conducted its Annual Strategic Planning Session to establish goals for the City of Indian Wells for the coming year. Cities undertake strategic planning to help an organization determine where it is going over the next year or more, how it's going to get there , and how it'll know if it got there or not. This is the City’s “Game Plan.” The focus of a strategic plan is to outline the goals of the City Council for the entire community/organization with the following benefits in mind:

 Formally adopted City Council Goals provide official direction to plan and organize resources to ensure their completion.
 The strategic plan is used to identify funding priorities for inclusion in the City’s budget.
 A better understanding by citizens and staff of the City Council’s plans as a single governing body for the future of the City of Indian Wells.  Goals are established to meet the changing needs of the community.  City staff are more focused and effective in addressing City Council priorities.  City staff is more accountable to the City Council for achieving City Council Goals.

The 2024 Council Strategic Planning Session will be held at the Indian Wells Golf Resort on March 27, 2024, at 9:00 am . In preparation for that meeting, the staff is presenting this update to the 2023 City Council Strategic Planning Session Goals. The intent is to provide this update to the City Council via this report, so that the March 27th meeting can focus on new goals for 2024. Some goals established in 2023 will rollover into 2024, unless there are any objections by the City Council.

DISCUSSION:

At the February 1, 2023, City Council Strategic Planning Session, the City Council provided the following recommended goals and activities for 2023. If a project is completed, it is marked completed. If a goal is currently being worked on, it is labeled in progress. If a goal has been partially or fully completed but will continue as a priority for the foreseeable future, it is marked ongoing.

City Council Fiscal Policies:

As part of the Fiscal Year 2023 -2025 Budget, the City Council and Housing Authority adopted the following financial goals for 2023:

Ongoing
 Continue the Council Policy of reserving $2 million annually for long -term capital replacements.
 Continue the Council Policy of maintaining a fully funded pension program.  Educate the Council on the merits of the Public Safety and Capital Community Facilities Districts and bring them back for further discussion. (Rollover to 2024)

The Finance Committee was delegated to review the following financial goals of the City:

Complete
 Develop a plan to expand the pension program to pre -fund future pension obligations.
o Finance Committee reviewed , and Council approved funding for this program in 2023.
 Examine the public safety staffing model to determine if any cuts are necessary to ensure the financial sustainability of public safety funding. o The Public Safety Committee met to discuss and recommended no changes to the public safety model. This will b e reviewed with fire department deployment changes that are to occur in the next couple of years.

On Hold
 Examine a new revenue measure designed to diversify revenue streams and provide a dedicated funding source to address future funding needs of the City (e.g., public safety cost increases).
o The Finance Committee discussed and recommended delaying any new revenue measure until new public safety cost increases were known.

Contracts with Riverside County Sheriff and CalFire are expected to increase significantly over the next few years.

Ongoing
 Provide direction on the best use of one-time loan funds being paid to the City by the former RDA.

 Council to provide direction on the use of these funds as they are received by the City.
 Unless directed by the Council, loan funds are automatically invested and serve to increase the General Fund’s operating reserve.

Capital Improvement Program Update
A part of the annual budget review is the development of a Capital Improvement Program (CIP), which is the City’s comprehensive multi-year plan for the development of the City’s capital facilities, improvements, and maintenance. Capital improvement projects include the construction, acquisition, expansion, rehabilitation, or non-routine maintenance work that generally exceeds $5,000 and results in the creation or preservation of a City capital asset.

In 2023, the City Council recommended the following CIP Goals:

Complete
 Develop a new five-year CIP as part of the upcoming budget cycle.  Continue investing in the street maintenance program to achieve a City average Pavement Condition Index (PCI) of 80 points or higher.
o Street repaving projects are ongoing. The City’s PCI was rated 85 in 2023.

Ongoing
 Maintain and add healthy, vibrant, and water conscience landscaping citywide. o Further discussions on landscape redesign along Highway 111 to continue in 2024. The Council adopted new landscape standards to provide opportunities to promote drought tolerant landscaping, while maintaining Indian Wells’ brand of lush landscaping.
 Perform annual sidewalk repairs to remove tripping hazards. o The city approved an annual budget to repair and replace sidewalks as needed.

Provide Responsive, Innovative, and Efficient Public Safety The City continues to emphasize public safety as the community’s top priority. In 2023, the Council adopted the following goals:

Complete
 Complete the update to the City’s Local Hazard Mitigation Plan. o The plan was adopted in February 2024.

Ongoing
 Continue monitoring the various public safety initiatives in the Strategic Planning Session report and provide regular updates to the Public Safety Committee and the City Council.

o Regular updates on public safety initiatives have been reported to the Public Safety Committee over the course of the year and shared with the community.
 Examine opportunities for the Sheriff’s Department and Public Works to address further speeding in the community.
o The Sheriff’s Department has invested significant amounts of resources to address speeding in the community, including specialized and targeted enforcement. Additional work being done by Public Works as part of the safe streets’ initiative in the community.
 Continue offering various emergency preparedness training for residents sponsored by the city and at participating HOAs.
o The city has provided training for residents and met with HOAs to be better prepared in the event of an emergency. Distributed hundreds of emergency preparedness kits to residents.

Tourism

The Tourism program , in collaboration with Visit Greater Palm Springs , strategically supports the resort partners to influence growth in Transient Occupancy Tax (TOT). The programs developed create demand for the product of Indian Wells by building brand awareness and strategically leveraging Indian Wells to develop and execute marketing strategies to influence both group and leisure markets.

In 2023, the Council recommended the following goals:

Ongoing
 Evaluate where tourism funds are invested in promoting Indian Wells as a tourism destination and incorporating opportunities to highlight the Indian Wells Golf Resort.
o Funds are being targeted to maximize tourism initiatives that bring visitors to Indian Wells resorts. This includes an annual review of the Marketing Plan of the City by the Marketing Committee.
o Marketing efforts also done to promote various events held in Indian Wells, such as Winterfest, BNP Paribas Open, and Ironman. City also secured the Epson Tour Championship for 2024.
 Incorporate sustainability efforts into marketing materials, which has proven to be essential for conference planners when deciding where to host their meetings.

In Progress
 Evaluate the partnership with Acrisure Arena and suggest revisions to the media plan to maximize the city as the official city partner of the arena. o The Marketing Committee has suggested this partnership continue as the City’s investment receives more than five times the return in advertising at the arena.

Sustainable Community:

In 2021, the city began an initiative to be more energy efficient, promote recycling (e.g., organic waste, mulch, etc.), and water conservation.

In 2023, the City Council recommended the following goals:

Ongoing
 Apply for the Institute for Local Government Beacon Awards that the city may qualify for.
o City staff is monitoring the various awards and will apply as eligible.  Examine opportunities to expand recycled water (purple pipe) infrastructure in the community and other sustainable best practices.
o The city approved new landscape design standards that promote water efficiency. In addition, the City’s turf replacement program removed over 230,000 square feet of irrig ated turf throughout Indian Wells. In 2024, discussions with the Coachella Valley Water District (CVWD) will be had to address concerns on reductions of non -potable water in Indian Wells and the need to expand purple pipe in the community. CVWD has invest ed funds to provide reclaimed water to Southwest Church and the tennis gardens. The community will save over $8 million gallons of water per year.

In Progress
 Monitor the completion of the Energy Efficiency program and seek efforts to facilitate a quicker installation of the system.
o Much of the project is completed, however solar at City Hall and the Golf Resort have delayed completion dates in 2024 and 2025.

General Plan Update

The City’s General Plan is currently in progress and anticipated to be completed in later 2024. The City Council also wanted various components of the General Plan Update to include other relevant initiatives, including:

In Progress
 Completion of a Historic Property Survey Report.
o The report is being finalized and will be incorporated into the General Plan Update.
 Continue discussions to incorporate safe streets in the community. o Safe streets will be included in the General Plan Update. In addition, the City has been successful in obtaining grant funding to evaluate traffic safety throughout Indian Wells. The city was also successful in obtaining grant funding to make improvements for motorists, pedestrians, and bicyclists along Eldorado and Fairway.

The city is conducting community meetings with the intent to finalize projects in 2024 and 2025. Additional projects being identified through community outreach and additional traffic studies.’

It is important to note that the City’s Housing Element, a portion of the General Plan Update, has received its pre-certification letter from the State of California, conditional on the approval of the proposed rezoning program that is scheduled for public hearings with Planning Commission and City Council in March and April 2024.

Identify Potential Park Sites

In Progress
 The City Council has instructed staff to continue to explore new recreational or park sites in the community.

In addition to the completion of Fairway Park in early 2024, the City Council recommended researching other opportunities to develop park amenities in Indian Wells.

The City continues to meet with Desert Recreation District and Southwest Church on a possible park project. Unfortunately, those discussions have not been successful currently. The City Council also approved the acquisition of 35 acres of land at the corner of Warner Trail and Miles Avenue for the development of an affordable housin g project and park space. Some of the amenities being considered for this site include pickleball courts, a dog park, and other amenities).

Community Events and Activities

The City Council budgeted additional funding for the Community Activities Committee to allocate towards several new programs and events in the city.

The City Council recommended the following goals for 2023:

Complete
 Examine the guidelines of the current Resident Benefit Program. o New guidelines were approved by the Council on January 18, 2024.  Analyze the Pickleball sponsorship and determine if a portion of the funds can be better utilized for the Resident Benefit Program.
o Pickleball tournament moved out of Indian Wells and sponsorship funds were reallocated to other community events.

Ongoing
 Continue identifying new community events and activities for residents and seek partnerships with Desert Recreation District (DRD) and other organizations that may be able to assist in providing enhanced benefits to residents.

o The city partnered with DRD to assist with Winterfest. City partnered with the Palm Springs Air Museum for Indian Wells Day at the museum and is discussions with other organizations for events in 2024.  Contact Southwest Church and Ford Elementary School to see if their choirs will perform at City events (e.g., Memorial and Veteran’s Day). o Staff will continue to seek opportunities to partner with both organizations for the various community events.

In Progress
 Meet with the Canadian Consulate to ascertain an interest in developing a sister city relationship with Kelowna, Canada.
o Kelowna, Canada has expressed and interest to discuss a potential relationship that is coordinated by organizations within both communities (e.g., tourism bureau, non -profit) that can help sustain program without the cities managing the program. In addition, Troon has made an introduction to a community in Scotland that may have an interest in developing a relationship with Indian Wells.
o
Develop Landscape Uniformity Along Highway 111

The landscaping along Highway 111 is an iconic characteristic of the City and requires high-quality maintenance to preserve the City’s standards. The Council expressed interest in developing uniform standards for landscaping materials used and consistency of maintenance efforts.

As part of this goal, the City Council recommended the following:

Complete
 Examine grant opportunities to develop a citywide tree inventory and plant new trees.
o Tree inventory is completed, and trees are being planted at the Indian Wells Golf Resort and throughout the community. Numerous trees have and are being replaced that were damaged during Tropical Storm Hillary.  Develop landscaping standards for commercial centers along Highway 111 that are consistent with the City's uniform standards.

In Progress
 Develop an approved list of plants suitable to maintain the City’s distinctive landscaping along Highway 111 into the General Plan update and conduct community meetings as part of a redesign of Highway 111 landscaping to reduce turf along Highway 111.
o City held community meetings to develop the new landscaping designs that were adopted for residential and businesses application throughout the City.

Discussions to reduce turf along Highway 111 to continue into 2024.

 Develop a multi-year phasing strategy to budget for the removal and replacement of publicly owned palm trees throughout the city.
o The city has begun this process and will continue in 2024 and future years.

Encourage and Expand Economic Development Opportunities in the Community

New e conomic development opportunities are coming forward in Indian Wells . In addition to the opening of Sprouts, new businesses are looking to invest in the community.

As part of the City’s efforts to encourage and expand economic development in the community, the Council recommended the following goals for 2023:

Complete
 Implement a streamlined online plan check and permit process.  Complete a report explaining the value of memberships with the various regional economic development organizations in early 2023 and before adopting the Fiscal Year 2023-25 budget.
 Conduct additional meetings with Riverside County to determine the feasibility of an Enhanced Infrastructure Financing District (EIFD).

In Progress
 Continue efforts to develop the Genton and Brixton sites, including channel improvements, and present Counc il with development agreements for consideration in 2023.
o This project was delayed by Genton to provide adequate time and due diligence to purchase the Brixton sites. To date, the channel improvements are currently in design, with construction tentativel y planned for later 2024/early 2025.

New Initiatives Approved by the City Council

The City Council adopted additional initiatives for 2023:

Update Communications Plan

In Progress
 The Council approved the updating of the City’s Communications Plan that was last updated in 2018, that reflects new technology and best practices in the industry.
o The City’s communication consultant, Tripepi Smith is currently updating the City’s communication plan, with a completion date in May 2024.

Expand Partnership with the Indian Wells Preservation Foundation

Ongoing

The City has been working closely with the Indian Wells Historic Preservation Foundation (IWHPF) to catalog items that document the history of Indian Wells. The relationship between the City and IWHPF has never been better. The City Council directed staff to further expand its relationship with the IWHPF in 2023 to help educate the community on the history of Indian Wells and support the IWHPF’s efforts to become more involved with its community.
 IWHPF and the City continue to promote events and activities of mutual interest.

In addition, IWHPF assisted the City in developing displays at Fairway Park, partnered with the City on the oral history project, and are working on concepts for a legacy wall at the Indian Wells Golf Resort.

Review of City Administrative Processes and Municipal Code Update:

In Progress

The City routinely reviews its administrative processes and recommends Municipal Code updates. Regular review and updates are essential to policy and procedure best practices.

The City Council recommended a review of the zoning code for 2023.

 The General Plan Update is anticipated to be completed in late 2024, which will include zoning changes. A more comprehensive zoning code update to come after the General Plan update is completed.

Resident Committee and Commission Function Review:

In Progress

The City Council recommended the review of the duties, responsibilities, and functionality of the City’s resident committees and commission.

 In 2023, the City Council authorized the formation of a Council Ad Hoc Committee to review the r esident committees and commission consisting of Mayor Pro Tem Whitman and Councilmember Griffith. The Ad Hoc Committee has met with each of the City committees and commission and is working with staff to finalize recommendations for the City Council’s consideration.

Review of Measure J - Council Two Four Year Term Limit:

Complete

Measure J was adopted by Indian Wells voters in March 2020. In July 2020, a Council candidate and former Council Member challenged the legality of the retroactivity portion of Measure J . Riverside County Superior Court ruled in August 2020 that the measure shall apply prospectively only. The Council authorized the formation of a Council Ad Hoc Committee (Committee) consisting of then former Councilmember Whitman and Mayor Pro Tem Sanders to review Measure J.

 At the Janaury 18, 2024 Council meeting, t he Committee provided the Council a report that was received and filed. In consultation with law office that specializes in Election Law Olson Remcho, the Election official has determined that a ll terms of service on the Council during a person's lifetime whether served before or after the passage of measure J will be counted towards the two-term limit, regardless of the terms were served consisted with the voters’ intents in imposing a lifetime limit through Measure J. The Election official will be enforcing accordingly in the upcoming elections.

INDIAN WELLS CITY COUNCIL
March 7, 2024

To: City Council
From: Finance Department
Prepared by: Amy Dallosta, Accountant
Subject: City Treasurer’s Report for January 2024

RECOMMENDED ACTIONS:

Council RECEIVES and FILES the City Treasurer’s Report for January 2024.

DISCUSSION:

This report comprehensively analyzes the City of Indian Wells' cash and investment position as of January 31, 2024. The city maintains a robust investment strategy, focusing on prudence, liquidity, and compliance with legal requirements. The Treasurer's certification ensures adherence to the city's investment policy and compliance with the State of California Government Code section 53600.

Financial Snapshot:

As of January 31, 2024:

 Total cash and investments: $75,301,040.81
 Portfolio rate of return: 3.159%

Treasurer's Certification:

The City Treasurer certifies:
 Compliance with the city's investment policy and legal requirements.  Adequate liquidity to meet financial obligations for the next six months, ensuring static and dynamic liquidity.

Fiscal Prudence:

Aligned with the fiduciary duty, the city adheres to a prudent investment approach, considering economic conditions and anticipated needs. Investments are guided by a written policy emphasizing safety, liquidity, and yield.

BACKGROUND:

The Treasurer's Report provides a monthly update on cash activity and the investment portfolio, ensuring reconciliation with the General Ledger. Investments align with the city's investment policy and State legislation, covering U.S. treasuries, federal agency securities, corporate notes, municipal bonds, CDs, and overnight cash investments.

Investment Strategy:

The city's investment portfolio is designed to achieve a market rate of return within risk constraints. Diversification across institutions, security types, and maturities maximizes safety and yield amid changing market conditions.

FISCAL IMPACT:

The investment portfolio generated $163,006.88 in earnings for January 2024. The investment strategy aims for consistent returns throughout budgetary and economic cycles, reflecting prudent risk management. Moreover, the strategy's success in consistently generating returns reflects its adaptability to changing market conditions. As economic cycles fluctuate, the city's investment approach remains resilient, adjusting to dynamic financial landscapes to optimize safety and yield.

ATTACHMENTS:

1. City Treasurer’s Report for January 2024

NET CASH & INVESTMENT SUMMARY JANUARY 2024
January
2024
January
2023UNRESTRICTED FUNDS

GENERAL FUND
101- GENEML

TOTAL GENERAL FUND

RESTRICTED FUNDS

SPECIAT REVENUE FUNDS
202 - TMFFIC SAFETY
203 - PUBLIC SAFETY 1/2 CENT SALES TAX
204 - MEASURE ''A''
209 - F.A.M,D, #1
210 - SCAQMD (VEHICLE REG.)
211 - AB 3229 COPS FUNDING
214 - GAS TAX 2103 MAINTENANCE
215 - GAS TAX 2105 MAINTENANCE
216 - GAS TAX 2106 CONSTRUCT/MAINT
217 - GAS TM 2TO7 MAINTENANCE
218 - GAS TAX 2107.5 ENG,/ADMIN
219 - GAS TAX RMRA
228 - EMERG. UPGMDE SERVICES
247 - AB 939 RECYCLING FUND
248 - SOLID WASTE
251 - STREET LIGHTING DISTRICT 2OOO-1
253- INDIAN WELLS VILLAS OPEMTIONS
254- MOUNTAIN VIEW VILLAS OPEMTIONS
256- HOUSING AUTHORITY
271 - ELDOMDO DRIVE LLMD
272 - MONTECITO/STARDUST LLMD
273 - CASA DOMDO LLMD
274-THE COVE LLMD
27s - SH 11I/IWGR (ENTMNCE) LLMD
276 - CLUB/IW I.ANE LLMD
277. COLONY LLMD
278 - COLONY COV ESTATES LLMD
279 - DESERT HORIZONS LLMD
280 - MOUNTAIN GATE LLMD
281 - MOUNTAIN GATE ESTATES LLMD
282 - VILLAGIO LLMD
283 - VAIDYA LLMD
284 - CLUB, SOUTH OF 111 LLMD
285 - MONTELENA LLMD
286 - SUNDANCE LLMD
287 - PROVINCE LLMD
288 - PROVINCE DBAD

TOTAL SPECIAL REVENUE FUNDS

CAPITAL PROJECT FUNDS
310 - PARK FACILMES FEES
311 - TMNSPORTATION FACILMES FEES
313 - RECREANON FACILMES FEES
314 - PARK-IN-LIEU FEES
315 - CTTYMDE PUBLIC IMPROVEMENT FEE
316 - CAPIIAL IMPROVEMENT
319 . ART IN PUBLIC PI.ACES
321 - HIGHWAY T11 CIRCULATION IMP FEE

TOTAL CAPITAL PROJECT FUNDS
$ 12,255,33r.74 $ lo,eezfqllo
t22ssp3t.74 1O,997,581.40
t9,t59.77
24,085.03
t7t,227.89
r,234,163.06
t5,223.28
Lrg,492.28
23,893.37
L4,482.16
Lt,564.34
20,L38.44
1,000.00
174,503.84
4,689,938.20
279,263.05
r,L29,026.73
L7,709.75
96,945.46
74,r49.26
2,546,607.L6
84,90L.44
13,r79.t8
15,493.24
18,997.55
95,38r.77
3r,029.26
98,677.35
49,823.93
276,095.52
110,463,03
47,673.97
263,579.72
36,998.28
35,145.37
100,937.89
25,989.06
rgL,807.49
566,095.53
5,548.88
10,640.63
70,773.47
L,756,582.42
13,668,94
38,r29.75
9,622.52
5,966.97
5,576.35
9,700.00
154.t7
64,791.77
5,187,555,85
380,882,06
839,978.68
15,644.45
1,660,554.81
2,698,29t.54
L2,037,883.82
70,953.88
tL,148.7L
L7,786.L6
14,954.93
183,804,68
24,294.47
99,990.79
55,918.76
324,0L7.99
r05,240.04
50,395.79
263,740.62
36,28r.48
32,t73.83
92,166.44
29,708.96
t60,645.44
559,460.79
L2t724,842.65
30,605.00

0.00 0.00

0.00 0.00
t2,356,473.62
755,379.24
152.70
26t945,630.84
10,516.00
43,076.00
86,284.00
74,860.45
76,657.00
7,268,I70.70
447,455.24
37 .208.70
8,O44,228,O9
T:\Common\bank\Treasurer's Report\Cash1 0Jan 24
13,179,610.56

5.OAPM2129t2024
ATTACHMENT #1

CITY OF INDIAN WELLS
NET CASH & INVESTMENT SUMMARY JANUARY 2024
PAGE 2
RESTRICTED FUNDS (Cont.)

REPTACEMENT FUNDS
326 - BUILDINGS CAPTTAL RESERVE
327 - BRIDGES CAPITAL RESERVE
328 - MEDIANS & PARKWAYS CAPITAL RESERVE
329 - STORM DMINS CAPTTAL RESERVE
330 - TMFFIC SIGNALS CAPTTAL RESERVE
331 - TECHNOLOGY CAPTAL RESERVE
332 - CITY STREETS CAPTTAL RESERVE
333 - CITY VEHICLES CAPITAL RESERVE
350 - DISASTER RECOVERY RESERVE

TOTAL REPLACEMENT FUNDS

SUCCESSORAGENCY FUNDS
453 - DEBT SERVICE
456 - RDA OBLIGATION RETIREMENT

TOTAL SUCCESSOR AGENCY FUNDS

FINANCING AUTHORITY FUNDS
460 - INDIAN WELLS FINANCING AUTHORITY

TOTAL FINANCING AUTHORITY FUNDS

ENTERPRISE FUNDS
560 - INDIAN WELLS GOLF RESORT

TOTAL ENTERPRISE FUNDS

INTERNAL SERVICE FUNDS
601 - OPEB BENEFIT FUND

TOTAL INTERNAL SERVICE FUNDS

RESERVE FUNDS
602 - COMPENSATED ABSENCES

TOTAL RESERVE FUNDS

TRUST & AGENCY FUNDS
732 - SPECIAL DEPOSTTS

TOTAL TRUST & AGENCY FUNDS

TOTAL ALL FUNDS

FISCAL AGENTS
253 - INDIAN WELLS VILI-AS
254 - MOUNTAIN VIEW VILLAS
453 - US BANK TRUSTEE - SUCCESSOR AGENCY DEBT SERVICE
460 - US BANK - INDIAN WELLS FINANCE AUTHORITY
560 - INDIAN WELLS GOLF RESORT
601 - PARS SECI-ION 115 TRUST - PENSION
601 - PARS SECilON 115 TRUST - OPEB

TOTAL FISCAL AGENTS

TOTAL ALL FUNDS & FISCAL AGENTS

UNRESTRICTED FUNDS

RESTRICTED FUNDS
$ 85,255,723.45 $97
2,153,116.80
1,952,516.00
I,587,395.07
882,246.00
753,420.00
702,t33.00
L7,332,999.00
286,155.00
441,850.00
26,091,830.87
January
2024
5,76L,293.r0

0.00 January
2023
1,992,511.80
r,79r,7L8.00
r,426,25r.07
720,432.00
591,375,00
540,t47.00
19,654,062.00
123,879,00
292,t29.00
27,L32,5O4.87
6,347,L29.56

0.00 5t761.t293.LO
718,392.52
7L8,392.52
6p47,t29.56

0.00 1,500,000.00
o.00

0.00 1,50O,000.0o
t,677,099.63

0.00 1 r73.
1,827,173.71t,677,O99.63
787.00
624,787.OO
581.403.00
767,852.74
581,4O3.00
904.515.09
767,852.74
75,301,04O.81
904,516.09
7ao,167.5682,
324,769.6r
376,986.87
10,726.L0
6,6Lr,zLL.66
L,223,586.84
931,941.86
475,459.70
185,111.83
424,284.09
tt.44
12,L04,202.7L
665,576.r5
864,656.65
209,863.03
L4,453,705.9O9,954,682.64

3.46 12,255,331.74
72,28Lt999,L9
l__91892999€9_
10,997,581.40
86,236,292.06
g 9r-233-8?3-46
T:\Common\bank\Treasurer's Report\Cash'l 0Jan 24 5:08PM212912O24

Ticmmontankhnk @oncilia[on ry24v024{1-RPT-Jan Bank RsJan 24 p@ld 1:44PM 22912024 Bank Reconciliation Report - City Held Cash
Finance Depaftment
ciw Indian
499
501
512
513
514
515
516
517
518
519
520
32L
s22
525
544
550
557
558
561
s62
573
574
575
581
s85
586
587
584
589
590
591
592
596
524
526
533
s38
549
555
575
542
544
546
551
s59
550
563
565
564
566
s67
558
569
571
572
582
Outstandinq Items
Western Bank - Sweo
Paciflc Western Bank - Accts. Pavable **-r*3411
Pacific Western Bank' Pavroll *t-t+1752
Pacific Western Bank - Ambulance **-a***7937
pacific Western Bank - Public Funds MI4A **-****5064
US Bank Money Market - Investment
US Bank Money Market - 4590
Petty Cash
Lcal Aqencv Investment
of
Certificate of Deposit-Bankwest 06652CHA2
Certificte of Deposit-BMw Bank North America 05580AVx9
Certificate of DeDosit-Nicolet Nation Bank 654062J22
Certificate of Deoosit-Live Oak Bankinq CompanY 5380361D4 Certificate of DeDosit-Alma Bank 0200808X4
Certificate of Deposit-State Bank of India 856285TF8
CertifiGte of Deoosit-First Natl Bank of l4ccreqor TX 32112UDR9 Certincate of Deposit-Centerstate Bank 15201QDE4
Certificate of Deposit-Northwest Bank 66736A8V0
Certificate of Deposit-Encore Bank 29260M8E4
CertifiGte of Deposit-First Freedom Bank 320278AM9
Certificate of Deposit-Pacific Western Bank 69506YRL5
Certificate of Deposit-Bank of Baroda 06063HM59
Certificate of Deposit-Toyota Financial Sqs Bank 89235MKY6 Certificate of Deposit-Grenstate Credit Union 395731811 Certificate of Deposit-Pentaqon Federal Credit Union 709621AS1 Certificate of Deposit-Nelnet Bank, Inc 64034KAG6
Certificate of Deposit-Bsl Bank 07371AYE7
Certificate of Deoosit-B€l Bank USA 07371CE88
Certificate of D€oosit-Capital One NA 14042RU18
Certificate of DeDosit-Austin Telco Fed Credit Union 0523928T3 Certificate of DeDosit-Synchrony Bank 87164XR65
Certificate of DeDosit-Paciflc Western Bank Certificate #0059863003 Certificate of Deposit-Liberw First Credit Union 530520AK1 Certificate of DeDosit-First Guaranw Bank Hammond LA
Certificate of Deposit-Medallion Bank utah 58404DSW2
Certificate of Deposit-Pitney Bowes Bank 724468AG8
CertifiGte of Deposit-Bank Five Nine 062119CD2
CertiflGte of Demsit-First Foundation Bank 32026UW51
certificate of Demsit-Summit National Bank 866f6MG0
CertifiGte of DeDosit-First National Bank of AmeriG 32110YD93 Certificate of Deposit-Pacific Western Bank Certificate #0059335212 Bank of New
l4ontebello cA Pens Obliq AA 612285AE6
JP Morqan Chase Bank NA 46632FRU1
lP Morqan Chase 48128G2O2
Bank of Americ MTN 06048W[431
Bank of America MTN 06048W1,172
John De€re Capital Cotp 24422EWR6
Fed. Farm Credit Bank 3130ALMM3
Fed. Farm Credit Bank 3130A1W67
Fed. Farm Credit Bank 3130AMW57
Fed. Home Lcn Bank 3130AQWF6
Fed, Home LGn Bank 3130AQWJ8
Fed. Home LGn Bank 3130AQ255
Fed. Home Loan Bank 3130ARCV1
Fed. Home Lcn Mta Coro 3134GXMX9
Fed. Home L@n Bank 3130ARGE5
Fed. Home L@n Mto Coro 313,IGXOP2
Fed. Home L@n Bank 3130A5320
Fed. Home Loan Bank 3134GXU|'44
Fed. Home L@n Bank 3130A5567
Fed. Home Lcn Bank 3130ASS91
Fed. Farm Credit Bank 3133EPPC3
CA
Natomas CA Sch@l District 63877NMM6
United States Treasury Bill 912810FF0
Total Pmled Cash and Inv6tments
Fair Value IncreaF (over cost)
Warrants/Wire Transfers Oustandinq (Bank)
Outqoing ACH Payments Outstandinq (GL)
Credit Card in Transit
Reconciled Bank Balance
1 2
3 6
7 8
9 l0
19 2L
s37
531
595
593
394

0.00 0.00

0.00 15,584.87

0.00 1,230,168.16
19,490.84

2.000.00
247,000.00
249,000.00
2s0,000.00
2s0,000.00
2s0,000.00
2s0,000.00
248,000.00
249,000.00
248,000.00
249,000.00
249,000.00
249,000.00
248,000,00
249,000.00
250,000,00
2s0,000.00
249.000.00
2s0,000-00
2s0,000.00
2s0,000.00
2s0,000.00
2s0.000.00
250.000.00
258,958.s9
249.000.00
249.000.00
249,000.00
2,14,000.00
249,000.00
244,000.00
249,000.00
249,000.00
255,493.12
(196.129.41)
76,072.71

13.567.03
1,021,816.19
2,000,000.00

1.000,000.00
1,000,000.00
r.000,000.00
t,021,749.35
2,000,000.00
1,000,000.00
2,000,000.00
1,000,000.00
1,000,000.00
1,000,000.00

2.000,000.00
1,000,000,00
1,000,000.00
r,000,000.00
1,700,000.00
1,000,000.00
1,000,000.00
1,000,000.00
2,000,000.00
300,000.00
13,584,232.15
20,
items
$ 7s,301,040.81

INDIAN ] WELLS The City of lndian Wells
Portfolio Management
Portfolio Summary
January 31,2024
Market
Value
255,493.12
15,407,148.30
2,771,332.15
7,534,908.50
7,457 ,A10.OO
1 9,970,808.00
23,824,170.OO
774,166.00
1,004,779.52
258,958.59
City of lndian Wells
214-950 Eldorado Drive
lndian Wells C492210
(760)346-2489CALIFOIiNiA
lnvestments
Bank Certificates of Deposit
Managed Pool Accounts - LAIF
Money Market Sweep/Checking Account
Negotiable CD's
Medium Term Corporate Notes
Federal Agency lssues - Callables
Treasury Securities
Miscellaneous Securities - Coupon
Treasury Discounts -Amortizing
Componding Certificates of Deposit
lnvestments
Total Earnings
Current Year
Average Daily Balance
Effective Rate of Return
The
Par Book
Valrrc
%ol
P6.tfolio
Days to
Maturity
YTM
350 Equiv.

YTM
355 Equiv.
255,493.12
1 5,407,148.30
2,771 ,332.15
7,716,000.00
8,000,000.00
20,700,000.00
23,000,000.00
800,000.00
I,024,000.00
258,958.59
255,493.12
1 5,407,148.30
2,771,332.15
7,716,000.00
8,048,251.88
20,700,000.00
23,505,902.34
800,674.09
1,OO5,452.74
258,958.59
Term
152
1 I
1,801
1,803
1,381
1,638
1,449
175
396

0.32 19.15

3.44 9.59

10.00 25.72

29.21 1.00

1.25 0.32
66 1
1 907
793
675
1,588
319
133
157

2.500

3.957
2_474

1.919

1.341

2.452

4.206

0.653

5.094

5.370

2.535

4.012

2.508

1.946

1.359

2.446

4.265

0.662

5.1 65

5.445
79,932,932.16 79,259,574.18 80,469,213.21 100.00% 1,205 8,t0 3.116 3.1s9 Januarv 31 Month Endinq
197j20.18
73,957,636.00

3.14%
cash flow ftom revenue and maturing investments will be sufficient to cover expenditures for the next six months. All securities are "Marked-to-Market" on a monthly basis Reporting period 0t/01 /2024-01 131 12024 Portfolio CITY AP
PM (PRF_Prrl) 7.3.0
Report Ver. 7.3.6.1
Run Date: 0212212024 - 15:18 No fiscal year history available

Average
Balance
303,880.22
9,545,471.70
2,070,063.77
11t0712023
07t0'112022
07t0112022
oat3012022
08t30t2022
07tun022
07t01t2022
07to1t20?2
071o112022
0313112020
09n1t2022
07t2212020
07t3112023
07t26t2019
0?J23t2022
0212312022
03t31t2020
07t'18t2019
09121t2022
04t30t2020
0413012020
Par Value
255,493.12
255,493.12
1 5,407,148.30

0.00 15,407,148.30
1,504,088.28

0.00 15,584.87

0.00 19,490.84
1,230,1 68.16

0.00 0.00

0.00 2,000.00

0.00 2,771,332.15
250,000.00
250,000.00
249,000.00
249,000.00
249,000.00
250,000.00
250,000.00
250,000.00
247,000.00
250,000.00
248,000.00
249,000.00
Market Value
255,493.12
255,493.12
15,407,148.30

0.00 15,407,148.30
Stated
BookValue Rate
255,493.12 2.500
255,493.12
YTM Daysto
360 Maturitv

3.957

Maturity
Date
03n812025
o9t2112027
07t22t2025
07n8t2028
07t26t2024
0211712027
0211712027
03t31t2025
0612612024
o9l2'112027
04130t2025
04t30t2024
The City of Indian Wells
Portfolio Management
Portfolio Details - lnvestments
January 31,2024
Purchase
Date FitchCUSIP lnvestment #
Bank Certificates of Deposit
sYSs96 596
Managed Pool Accounts - LAIF
21 23
lssuer
Pacific Western Bank
Subtotal and Average
LAIF - City
LAIF - Redevelopment

2.500 66 04t07t2024

2.500 66
SYS21
SYS23
1 5,407,148.30

0.00 1s,407,148.30
1,504,088.28

0.00 15,584.87

0.00 19,490.84
1,230,168. 16

0.00 0.00

0.00 2,000.00

0.00 2,771,332.15
250,000.00
250,000.00
249,000.00
249,000.00
249,000.00
250,000.00
250,000.00
250,000.00
247,000.00
250,000.00
248,000.00
249,000.00

4.012

0.233

3.957

0.230
Subtotal and Average
Money Market Sweep/Checking Account
SYSl
SYS6
SYST
SYSs
SYSlO
SY59
SYS2
SYS3
SY54
SYS19
SYS5
Pacific Vl/estern Bank
Pacific Western Bank-Ambulance '
Pacif ic Westem-Publ icFundsM MA
US Bank Money Market
US Bank Money Market-4591
US Bank Money Market-4590
Pacific Western - Acct Payable
Pacifi c Western-Payroll
Union Bank-Checking
Petty Cash
WestAmerica Bank
1,504,088.28

0.00 15,584.87

0.00 19,490.84
1,230,168.16

0.00 0.00

0.00 2,000.00

0.00 0_250

4.090

5.200

5.210

0.200

0.247

0.000

4.034

0.000

5.129

5.1 39

0.000

0.000

0.197

0.000

0.000
Subtotal and Average
Alma Bank
Austin Telco Fed Credit Union
Bank of Baroda
Bank Five Nine
Bankwest lnc.

Beal Bank - Plano TX
Beal Bank USA

BMW BANK NORTH AMERICA
Capital One Bank USA NA
Capital One NA
Centerstate Bank NA

ENCORE BANK
2,771,332.15
240,502.50
247,425.00
235,006.20
253,688.67
245,379.54
234,067.50
234,067.50
240,917.50
244,231.13
248,245.OO
237,564.16
246,559.80

2.474
Negotiable CD's
0200808X4
0523928T3
06063HMS9
0621 1 9CD2
06652CH42
073714YE7
07371 CE88
05580AVX9
14042TAY3
14042RUJ8
15201QDE4
29260MBE4
515
574
525
589
501
561
562
512
499
573
518
520

1.400

3.800

0.700

4.500

2.000

1.900
1_900

1.550

2.300

3.900

1.250

1.150

1.380

3.748

0.690

4.438

1.973

1.874

1.874

1.529

0.000

0.000

1.233

1.135
421
1,328
537
'1,639
176
1,112
1,112
424
146
1,328
454
89 Portfolio CITY
AP
PM (PRF_PM2) 7.3.0Run Oale: 0212212024 -'l 5 : 1 I
Report Ver. 7.3.6.1

The Gity of lndian Wells
Portfolio Management
Portfolio Details - lnvestments
January 31,2024
Stated
BookValue Raie
Page2
YTM Days to Maturity
Fitch 360 Maturitv l}la
Average
CUSIP lnvestment# lssuer Balance
Purchase
Date
04t30t2020
08t11t2023
o811612023
o8t16t2023
04128no20
061161202'l
08t11t2023
0313112020
07/31t2023
02102t2022
03t31t2020
0413012020
0413012020
09n9t2021
07t31t2023
0412912020
08n6n023
09t23t2022
04t222021
0512812021
07130t2021
05t14t2020
05t18t2023
02126t2021
01t22t2021
0711712020
07103t2023
03124t2021
03t30t2021
'Par Value Market Value
Negotiable CD's
3202784M9
3204374D8
321 10YD93
32026UW51
321 12UDRg
39573LBLl
530520AK1
5380361D4
58404DS\A2
64034KAG6
654062J22
6673648V0
69506YR15
70962LASl
7244684G8
856285TF8
86616RAGo
87164XR65
89235MKY6
Medium Term Corporate Notes
06048\ /M31
06048\AAit72
06406RAN7
24422E\IVR6
48128G2Q2
46632FRU1
6122854E6
Federal Agency lssues - Callables
First Freedom Bank
First Guaranty Bank Hammond LA
First National Bank of America
First Foundation Bank
First Natl Bank of Mccregor TX
Greenstate Credit Union
Liberty First Credit Union
Live Oak Banking Company
Medallion Bank Utah
Nelnet Bank, lnc.

Nicolet National Bank
Northwest Bank
Pacific Western Bank CA CD
Pentagon Federal Credit Union
Pitney Bowes Bank lnc.

State Bank of India NY, NY CD
Summit National Bank
Synchrony Bank
Toyota Financial Sgs Bk
Subtotal and Average
521
586
592
590
517
550
585
514
587
558
513
519
522
557
588
516
591
575
548
249,000.00
249,000.00
249,000.00
244,000.00
249,000.00
250,000_00
249,000.00
250,000.00
249,000.00
250,000.00
250,000.00
249,000.00
248,000.00
249,000.00
244,000.00
248,000.00
249,000.00
250,000.00
250,000.00
246,527.43
253,721.04
259,697.O4
248,021.'t2
238,783.53
230,475.00
257,886.81
240,442.50
252,710.10
231,422.50
240,442.50
238,325.37
237,564.16
227,929.62
247,608.76
238,613.20
256,888.32
248,665.00
231,530.00
249,000.00
249,000.00
249,000.00
244,000.00
249,000.00
250,000.00
249,000_00
250,000.00
249,000.00
250,000.00
250,000.00
249,000_00
248,000.00
249,000.00
244,000.00
248,000.00
249,000.00
250,000.00
250,000.00

1.100

4.500

4.450

4.450

1.350

0.900

4.700

1.400

4.400

1.500

1.400

1.200

1.250

0.900

4.400

1.600

4.500

3.950

0.900

1.086

4.438

4.394

0.000

1.332

0.888

4.641

1.382

4.406

1.479

1.382
't.184

1.233

0.888

0.000

1.578

4.443

3.896

0.888
89 1,646
1,657
1,651
452
866
1,649
424
1,642
1,097
424
454
454
971
1,642
453
1,652
1,330
811
847
910
444
1,449
756
721
486
7,715,000.00
1,000,000.00
1,000,000.00
1,000,000.00
1,000,000.00
1,000,000.00
2,000,000.00
1,000,000.00
8,000,000.00
2,000,000.00
1,000,000.00
2,000,000.00
7,534,908.50
908,220.00
894,370.00
961,880.00
1,0'14,630.00
907,930.00
1,805,920.00
964,860.00
7,457,810.00
2,001,400.00
929,330.00
1,862,580.00
7,716,000.00
1,000,000.00
I,000,000.00
1,004,686.34
1,021,749.35
1,000,000.00
2,000,000.00
1,021,816.19
8,048,251.88
2,000,000.00
1,000,000_00
2,000,000.00

1.919 907
0413012024
08t04t2028
081!5no28
081o9t2028
04n8/2025
06t16t2026
08t07t2028
0313112025
0713112028
02102t2027
03131t2025
o4t30t2025
0413012025
0912912026
0713112028
0412912025
08t10t2028
0912312027
04242026
0512812026
0713012026
0412412025
01120t2028
02t26t2026
01t22t2026
0610112025
549
556
524
576
538
533
526
Bank of America MTN A
Bank of America MTN A
Bank of New York Mellon Corp
John Deere Capital Corp
JPMorgan Chase & Co
JP Morgan Chase Bank NA
Montebello CA Pens Oblig AA
Subtotal and AveEge
Fed. Farm Credit Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
7,716,000.00
8,049,251.67

1.250

1.200

1.600

4.750

0.800
0-700

2.503

1.233

1.184

1.190

4.083

0.789

0.690

0.819

1.341 793
31 33EPPC3
31 30ALJ62
313OALMM3
582
542
544

5.375

0.875

1.000

5.301

0.863

0.986
153 07tq3t2024
782 03124t2026
788 03t30t2026
Portfolio CITY
AP
PM (PRF Prr2) 7.3.0RunDate: OA22n024 - 15:18

The City of lndian Wells
Portfolio Management
Portfolio Details - Investments
January 31,2024
Purchase
D.la Par Value Market Value
Steted
BookValue Rara

YTM Days to Maturity
Fitch 360 Matudtv DaleCUSIP lnvestment #
Federal Agency lssues - Callables
31 30A1V167
3130AMW57
313OAQWF6
313OAQWJ8
31 30AQZ55
313oARCV1
313OARGE5
3130AS320
31 30A5567
31 30AS591
3134GXMX9
3134GXOP2
3134GXUM4
Treasury Securities
Treasury Discounts -Amortizing
91282cFU0
9 12810FF0
Miscellaneous Securities - Coupon
255651 KY6
63877NMM6
lssuer
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Bank
Fed. Home Loan Mtg Corp
Fed. Home Loan Mtg Corp
Fed. Home Loan Mtg Corp
Subtotal and Average
U.S. Treasury
U.S. Treasury
Subtotal and Average
U.S. Treasury
Subtotal and Average
Pacific Western Bank
Subtotal and Average
Dixon CA Unified School Dist
Natomas CA Sch Dist M lnsured
Subtotal and Average
546
551
559
560
563
565
566
568
571
572
564
567
569
593
594
537
531
Average
20,700,000.00
23,510,054.02
800,726.64
1,003,382.89
257,805.08
0412?r'2021
06t3012021
0?/25/2022
02t2412022
03t10t2022
03t28t2022
o4t21t2022
05t2612022
oah6Do22
08t10t2022
0312s12022
04t28t2022
06t0712022
12t1212023
12t14t2023
1,000,000.00
2,000,000.00
I,000,000.00
1,000,000.00
1,000,000.00
2,000,000.00
1,000,000.00
1,700,000.00
1,000,000.00
1,000,000.00
1,000,000.00
1,000,000.00
1,000,000.00
20,700,000.00
1 0,000,000.00
1 3,000,000.00
23,000,000.00
500,000.00
300,000.00
800,000.00
1,024,000.00
1,024,000.00
258,958.59
258,958.s9
932,350.00
1,863,1 20.00
941,670.00
938,880.00
948,240.00
1,990,700.00
soo,s3o.oo
1,675,248.00
1,000,1 20.00
981,540.00
971,290.00
981,800.00
992,210.00
1,000,000.00
2,000,000.00
I,000,000.00
1,000,000.00
1,000,000.00
2,000,000.00
1,000,000.00
1,700,000.00
1,000,000.00
1,000,000.00
1,000,000.00
1,000,000.00
1,000,000.00
20,700,000.00
9,921,670.19
13,584,232.15
23,505,902.34
500,674.09
300,000.00
04t222026
06t3012026
02t25t2027
0212412027
03t10t2027
0312812024
04t21t2027
11t26t2024
08t16t2027
08t1012027
03D512025
04t28t2025
0610712024

1.100

0.750

2.150

2.050

2.500

2.250

3.000

3.000

4.500

4.000

2.200

3.030

3.050
'1.085

0.700

2.121

2.O22

2.466
1_846

2.959

2.959

4.438

3.945

2.170

2.988

3.008

4.294

4.143
811
880
1J20
1,119
1,133
56 1,175
299
1,292
1,286
418
452
127
2-452 67519,970,808.00
1 0,062,500.00
13,761,670.00
23,824,170.00
489,640.00
284,526.00
774,166.00
1,004,779.52
1,004,779.52
258,958.59
258,9s8.59

4.125

5.250
1,368 1013112027
1,749 11t1512028
02t1812021
10t0112020

0.672

1.100

4.206 1,588

0.395

1.085
182 08t01t2024
547 08t01t2025
912797FS1
Componding Certificates of Deposit
sYs581
595
581
1212112023
o6to7t2023
800,674.09
1,005,452.74 4.904
1,005,452.74
258,958.59 5.370
258,958.59

0.6s3 319

5.094 133 0611312024

5.094 133
s.370 157 07t07t2024

5.370 157
Portfolio CITY
AP
PM (PRF_PM2) 7.3.0Run Dale. O2n2n024 - 15:18

CUSIP lnvestment # lssuer
Total and Average
Average
Rrlanca
73,957,535.00
Par Value
79,932,932.16
Market Value
79,259,574.18
Stated
BookValue prra
80,459,213.21
YTM Daysto
Fitch 360 Maturitv

3.116 810

Portfolio CITY
AP
PM (PRF_Pr\r2) 7.3.0
The City of lndian Wells
Portfolio Management
Portfolio Details - lnvestments
January 31,2024
Purchase
Date
Run DaIe: O2D2|2O24 - 15:19

INDIAN , WELLS 2014, 2015, 2016, 2020 Series
Portfolio Management
Portfolio Summary
January 31,2024
CALI FOR I"] ]A
lnvestments
Money Market Sweep/Checking Account
lnvestments
Value
10,764.84
10,764.84
Market
Value
10,764.84
10,764.84
City of lndian Wells
44-950 Eldorado Drive
lndian Wells CA92210
(760)346-2489

YTM YTM
360 Equiv. 365 Equiv.

0.000 0 000

0.000 0.000
Portfolio 144
CP
PM (PRF_Pr\rl)7.3.0
Report Ver. 7.3.6.1
Par Book
Value
%of
Portfolio Term
Days to
Maturity
10,764.84 100.00
10,764.84 100.00% ,l
Total Earninqs
Current Year
Average
Effective
January 3'l Month Endins
Balance
of Return

0.00 10,718.64

0.00%

2.Lq-2d1,
Reporting period 01/0't120z,-0'i131 12024
RunDale: O2|25DO24 - 10:26 No fiscal year history available

Average Purchase
2O1 4, 201 5, 2016, 2020 Series
Portfolio Management
Portfolio Details - lnvestments
January 31,2024

Stated YTM Days to Maturity
Book Value p,+a Fitch 365 Meturitv n.taCUSIP lnvestment # lllloney Market Sweep/Checking Account
lssuer
2014A Bonds Reserve
All Bond Series Principal
All Bond Series lnterest
All Bond Series Debt Svc
Cost Of lssuance Escrow
Subtotal and Average
Total and Average
SYS28
sYs26
SYS25
SYS27
SYS24
28 26
25 27
1 07t01t2022
07to112022
07tun022
0710112022
07t01t2022
Par Value

0.00 11.76

0.00 10,753.08

0.00 10,764.84
10,754.84
Market Value

0.00 11.76

0.00 10,753.08

0.00 10,764.84
10,764.84

0.00 11.76

0.00 10,753.08

0.00 10,764.84
10,764.84

0.000

0.000

0.000

0.000

0.000
10,718.64
10,718.64

0.000 1

0.000
Portfolio 14A
CP
PM (PRF_PM2) 7.3.0Run Date: O2125r2O24 - 10'26
Report Ver. 7.3.6.1

/': /;'i -.

INDIAN,).WELLS
City of lndian Wells
44-950 Eldorado Drive
lndian Wells CA92210
(760)346-2489CA.LIFORNiA
lnvestments
Money Market Sweep/Checking Account
lnvestments
Total Earnings
Cunent Year
Average Balance
of Return
Agenry
Reporting period 01/01 /2024-0'1 131 12024
Value

1.00 1.00
January 3l Month Ending
Par
2015 A Bonds
Portfolio Management
Portfolio Summary
January 31,2024
Market
Value
'1.00

1.00 Book
Value
%ol
Portfolio

1.00 100.00

1.00 100.00%
Days to
Maturity
YTM
360 Equiv.

0.000

0.000
YTM
365 Equiv.

0.000

0.000
Portfolio 15A
CP
PM (PRF_PMl) 7.3.0
Report Ver. 7.3.6.1
Term
1 0.00

1.00 0.00%
RunDate: O2nSf2O24 - 1O:3O No fiscal year history available

CUSIP lnvestment #
Money lllarket Sweep/Checking Account
lssuer
2015 A Reserve
UBC Cost Of lssuance Escrow
Subtotal and Average
Total and Average
Average Purchase
n.ta
27 22
2015 A Bonds
Portfolio Management
Portfolio Details - lnvestments
January 31,2024

Stated YTM Days to Maturity
Bookvalue Rare Fitch 365 Maturitv llrta

1.00 0.000
0710112022
07to1t2022
Par Value

1.00 1.00
Market Value

1.00 1.00

1.00 0.00

1.00 0.00

1.00 0.00

0.000

0.000
SYS27
SYS22

1.00 1.00 1.00 0.000 1
Portfolio 15A
CP
PM (PRF PM2) 7.3.0Run Date: 021252024 -'10:30
Report Ver. 7.3.6.1

INDIAN \ WELLS

CALI I-ORN IA
2016 A Bonds
Portfolio Management
Portfolio Summary
January 31,2024
City of lndian Wells
44-950 Eldorado Drive
lndian Wells CA92210
(760)346-2489
Par Market
Value

1.00 1.00
Yo of
Portfolio
1 .00 100.00

1.00 {00.00%
Book
Value
Days to
Maturity 360 Equiv.

0.000

0.000
YTM
355 Equiv.

0.000

0.000
Portfolio 164
CP
PM (PRF_PM1) 7.3.0
Report Ver. 7.3.6.1
lnvestments
Money Market Sweep/Checking Account
lnvestments
Total Earninqs
Current Year
Average Daily Balance
Effective of Return
Treasurer
Reporting period 01 /01 /2024-01 131 12024
Value
'1.00
't.00
January 3l Month Ending
Term
1 0.00

1.00 0.00%
RunDate: O2DSDO24 - 10:32 No fiscal year history available

CUSIP lnvestment #
Money Market Sweep/Checking Account
lssuer
UBC Cost Of lssuance Escrow
Union Bank Reserve Account
Subtotal and Average
Total and Average
2016 A Bonds
Portfolio Management
Portfolio Details - lnvestments
January 31,2024
Purchase
Date Par Value
07to1t2022
0710112022

1.00 1.00
Page'l
Stated YTM Days to Maturity
Book Value Fr.ta Fitch 365 Maturitv

1.00 0.000

1.00 0.000 1
Portfolio 16A
CP
PM (PRF_PM2) 7.3.0
SYS28
SYS33 2
Average

1.00 1.00

0.00 1.00

0.00 1.00

0.00 1.00

0.000

0.000
Market Value

1.00 1.00
RunDate: O2nSl2O24 - 10:32
Report Ver. 7.3.6.1

INDIAN WELLS 2O2O A Bonds
Portfolio Management
Portfolio Summary
January 31,2024
Market
City of lndian Wells
44-950 Eldorado Drive
lndian Wells CA92210
(760)346-2489CALI IORN iA
lnvestments
Money Market Sweep/Checking Account
lnvestments
Total Earninqs
Current Year
Average Balance
Return
Reporting period 01/01/2024-01 /,31 12024

1.00 1.00
Januarv 31 Month Endino
Par Book
Value
oh of
P6r'ffdlid
Days to
Maturity
YTM
360 Equiv.

0.000

0.000
YTM
355 Equiv.

0.000

0.000
Portfolio 20A
CP
PM (PRF_PM1) 7.3.0
Report Ver. 7.3.6.1
Term

1.00 1.00

1.00 100.00

1.00 ,t00.000/o 1

0.00 1.00

0.00%
Run Date: 02512024 - 10:53 No fiscal year history available

Average

1.00 1.00
07t0112022
0710112022
2O2O A Bonds
Portfolio Management
Portfolio Details - lnvestments
January 31,2024
Purchase
Date Par Value

Stated YTM Days to Maturity
Book Value P'}a Fitch 365 Maturitv n.ta

1.00 0.000

0.00 1.00

1.00 1.00
Market Value

1.00 1.00

0.00 1.00

0.00 1.00

0.000

0.000
CUSIP lnvestment # lssuer
Money Market Sweep/Checking Account
SYS1 1 2020 A Bonds COI
SYS2 2 2020 A Bonds Reserve
Subtotal and AveEge
Total and Average 1.00 0.000 1
Portfolio 20A
CP
PM (PRF_PM2) 7.3.0Run Date: 02/252024 - 10:53
Report Ver. 7.3.6.1

INDIAN \ WELLS 2022 Bonds
Portfolio Management
Portfolio Summary
January 31,2024
Market
Vrhra
City of lndian Wells
44-950 Eldorado Drive
lndian Wells CA92210
(760)346-2489
YTM
360 Equiv. 365 Equiv.

0.000 0.000

0.000 0.000
Porltolio22
CP
PM (PRF_PM1)7.3.0
Report Ver. 7.3.6.1
cAti F0Rh,lrA
lnvestments
Money Market Sweep/Checking Account
lnvestments
Total Earnings
Current Year
Average Balance
of Return
Kevin Agency
Reporting period 01/01 /2024-01 /,31 12024
6,640,661.59
6,&[0,661.59
January 31 Month Ending

0.00 6,612,161.66

0.00%
6,640,661.59
6,640,66'r.s9
%of
Pdr'ffdlid
6,640,661 .59 100.00
6,640,661.59 100.00%
Par Book
Valrra Tem
Days to
Matudty
1 ??A-7.r+
RunDale: 0212512024 - 11:16 No fiscal year history available

2022 Bonds
Portfolio Management
Portfolio Details - lnvestments
January 31,2024

YTM Days to MaturityStated
Book Value Et'to Fitch

0.00 254.13
6,639,512.08
893.24

2.14 6,640,661.59
6,640,661.59
CUSIP lnvestment #
Money Market Svyeep/Checking Account
SY52
sYs4
SYSl
SYS5
SYS3
Subtotal and Average
Total and Average
2 4
'l
5 3
lssuer
2022 Bonds COI
2022 Bonds lnterest
2022 Bonds Project Fund
2022 Bonds Redemption Fund
2022 Bonds Payment Fund
Average Purchase
07t01t2022
03n6no23
07101t2022
a3/1612023
09t2'v2022
Par Value

0.00 254.13
6,639,512.08
893.24

2.14 6,540,661.59
5,6/rc,661.59
Market Value

0.00 254.13
6,639,s12.08
893.24

2.'t4
6,640,661.59
6,640,661.59

0.000

0.000

0.000

0.000

0.000
6,612,161.66
5,61 2,1 61.66

0.000

0.000
Portfolio 22
CP
PM (PRF PM2) 7.3.0Run Dat€ O2ESI2O24 - 1 1:16
Report Ver. 7.3.6.1

INDIAN WELLS CITY COUNCIL
March 7, 2024

To: City Council
From: City Manager Department
Prepared by: Micaela Wilkey, Senior Management Analyst
Subject: Continuation of Sponsorship for City of Indian Wells as an Official Partner City for Acrisure Arena

RECOMMENDED ACTIONS:

Council APPROVES continuing as the Official Acrisure Arena City Partner Sponsorship for FY 2024-25; and

AUTHORIZES the City Manager to notify Acrisure Arena that the City wishes to remain the Official Partner City for Fiscal Year 2024-2025.

DISCUSSION:

On October 14, 2022, the Council approved the sponsorship to be the Official Partner City for Acrisure Arena (Arena). Before making any determination, Council had appointed an Ad Hoc Committee consisting of then Mayor Pro Tem Griffith and Councilmember Bernheimer to review the proposal details, discuss the merits with Visit Greater Palm Springs (Visit GPS), and obtain values for the various sponsorship items. In addition, the Ad Hoc Committee met with representatives from the Arena to obtain clarification of sponsorship benefits and to seek added benefits for the City’s participation.

Acrisure Arena provided top-tier hospitality in 2022-2023. The arena with 11,000+ capacity hosted some of the biggest acts and provided the community a hockey team that was Pacific Division Champs and Western Conference Champs in the first year, Go Firebirds. The Indian Wells City Council provided the Firebirds with a Key to City. The partnership goals have been to connect world-class sports & entertainment with world-class brands like Indian Wells.

The goal is to deepen engagement, build brand affinity and positive sentiment. The city also had the opportunity to highlight city owned Indian Wells Golf Resort and promote experiences like Winterfest, Shots in the Night, and TopTracer.

The Arena is home to the only professional sports team in the Coachella Valley, the Coachella Valley Firebirds, an AHL affiliate of the Seattle Kraken. With the Arena’s strategic partnership with Live Nation, it is also home to numerous family and music

industry acts. The venue is owned and operated by Oak View Group who owns and operates four other arenas (Seattle -Climate Pledge Arena; New York -USB Arena; Savanah-Enmarket Arena; and Austin-Moody Center).

The statistics of the arena in a 6 -month period sponsorship report from December 14, 2022, to June 21, 2023, are 29 concert/shows and 48 Firebird home games for a total of 77 events with an attendance of 584,011. The Arena had $3.2 million in merchandise sales, $10.2 million in food & beverage sales, was top 3 in AHL overall tickets sales, and top 8 in AHL overall attendance.

Highlights of the sponsorship included the IW branding onsite which included marquee signage of I-10 freeway billboards, added value of broadcast, pre -sale opportunities for residents, and information on the LED rings. The City utilized this benefit to promote the Indian Wells Golf Resort (IWGR) and Winterfest. This was beneficial to the City and the IWGR as PGA West is the Official Golf Sponsor for the arena. Contractually, the arena was to provide annual cumulative exposure of 47 hours for I-10 freeway billboards. The city received almost four times the contract hours at 168 hours, for a total monetary value of $277,252. Due to the increased number of events at the arena, the Indian Wells stage had an increased value of $16,000. The broadcast value was an added value at $876,102 to all sponsors with an 25% of that being specific to Indian Wells at an extra $140,176.

Indian Wells first year sponsorship received a value of $762,175. The original valuation of the sponsorship, provided by Visit GPS’ marketing consultant, JNS Next Creative and Media Hub, was $570,000. This estimated value was approved by the City Council in October 2022. This is an increase of $192,175 value earned in its first year of sponsorship.

There is also a significant value increase for the tickets we receive as pricing for tickets continues to grow year over year. The evaluation of this will be accounted for in year two of the sponsorship. JNS’ received valuation of the sponsorship deal points is attached.

The sponsorship also provides a resident benefit of tickets to five (5) games, one of which is promoted as Indian Wells Night. The City receives 200 tickets for Indian Wells Night and 100 tickets for (4) other games. This has a value of $33,000 and increases as pricing goes up. This has been a very popular resident benefit with positive feedback from residents. Additionally, the sponsorship provides residents with the opportunity to purchase presale tickets for different events, e.g. concerts, at least once per quarter. The presale events included Janet Jackson, the Eagles, Peter Gabriel, Stevie Nicks, and more.

Acrisure provided more than one per quarter for residents.

There were items that the City did not fully receive. The Desert 9 artwork in the Iceplex did not occur. The facility switched direction from this initial idea and provided value in other areas. Additionally, outdoor branded Indian Wells stage changed as Toyota became a large sponsor and began utilizing that area. The arena provided a separate benefit with additional broadcasting value as listed above and began a new segment during Firebird’s home games. They now have a “Between the Benches” segment proudly sponsored by the City of Indian Wells. This segment is prominently showcased on TV broadcasts,

streaming services, and within the arena itself. Gino LaMont leads interviews with the players pre -game, between intermissions, and occasionally post -game, mirroring the format seen in NHL broadcasts.

The Marketing Committee, Visit GPS, and staff met February 13, 2024, to review the sponsorship evaluation. The Marketing Committee and Visit GPS, who serves as the City’s tourism partner and advisor, is supportive of the City of Indian Wells continuing its partnership with the Arena, believes the benefits are of significant value to Indian Wells.

Additionally, VGPS and Tripepi Smith have agreed to assist the City in maximizing the sponsorship benefits in the next sponsorship year. The focus will be sendi ng visitors to the IWGR to golf, visit the new restaurant, and go to Shots in the Night/Top Tracer. Both organizations support the partnership with the branding, promotion of Indian Wells as a destination, and resident benefits provided.

FISCAL IMPACT:

Acrisure Arena sponsorship for FY 2024-25 is $162,240. FY 2025-26 is $158,730.

ATTACHMENTS:

1. Acrisure Received Media Valuation

2. Marketing Committee Sponsorship Review Memo

2022-2023

SEASON RECAP
Presentation: March 7, 2024
City Council Meeting

AGENDA ARENA AT A GLANCE
Overview of Acrisure Arena &
Coachella Valley Firebirds

PARTNERSHIP OVERVIEW
Partnership Goals, Where We Have
Been, Where We Are Going

WHAT'S NEXT
2023-24 Partnership Objectives,
Recommendations, Expectations &
Discussion Opportunities
THE COOLEST SPOT IN THE DESERT!

PARTNERSHIP DELIVERABLES
Signage, Digital, Social &
Activations

ARENA OVERVIEW

SOCIAL REACH
50,943+ Followers Collectively
40 Million Impressions

2.2 Million Engagement

5.6% Engagement Rate Collectively

DAYS OPEN
6 MONTHS
December 14th - YTD
EVENTS
29 Concert/Shows
48 Firebirds Home Games
500,964 Guests

TOTAL NUMBER OF EVENTS
77 EVENTS
December 14th - June 21st
THE COOLEST SPOT IN THE DESERT !

COMMUNITY OUTREACH
Berger Foundation Iceplex
Committed to growing the local community
ice sport participants, prioritizing an
inclusive, equitable and diverse environment
for all through our value of teamwork,
competition, discipline, sportsmanship and
hard work.

SEASON

OVERVIEW

SOCIAL REACH
57,000+ Followers Collectively
40 Million Impressions

1.7 Million Engagement

4.1% Engagement Rate Collectively

DAYS OPEN
6 MONTHS
December 14th - YTD

TOTAL NUMBER OF EVENTS
48 EVENTS
December 18th - June 21st

COMMUNITY OUTREACH
The Coachella Valley Firebirds are
committed to serving the community. In
collaboration with strategic partners, we
have developed programs that advocate
for education, access to recreation and
the betterment of the community
EVENTS
32 Regular Season Home Games
254,058 CVF Fans
16 Playoff Home Games
138,053 CVF Fans
ONE VALLEY. ONE TEAM.RISING TOGETHER.

OVERVIEW
ONE VALLEY. ONE TEAM.RISING TOGETHER.

OFFICIAL

DESIGNATION
Official Partner

ENTITLEMENT ARENA MARQUEE STATIC SIGNAGE DIGITAL SIGNAGE

PARTNERSHIP DELIVERABLES
2022-2023
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM. RISING TOGETHER.

OFFICIAL DESIGNATION
& IP RIGHTS
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

DESIGNATION & IP RIGHTS

ACRISURE ARENA

OFFICIAL CITY PARTNER OF ACRISURE ARENA

IP RIGHTS FOR ACRISURE ARENA

COACHELLA VALLEY FIREBIRDS

OFFICIAL CITY PARTNER OF THE COACHELLA

VALLEY FIREBIRDS

IP RIGHTS FOR COACHELLA VALLEY FIREBIRDS
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM. RISING TOGETHER.

ENTITLEMENT

CONTRACTUAL
(1) GAME DAY ENTITLEMENT AT CLIMATE PLEDGE ARENA
City Promotion

INDIAN WELLS OUTDOOR BRANDED STAGE
Food Court Oasis
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

PARTNERSHIP ENTITLEMENT
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM.RISING TOGETHER.

ARENA MARQUEES

MARQUEE IMPRESSIONS
[EAST/WEST BOUND]
48 MILLION ANNUAL
4 MILLION MONTHLY
998,000 WEEKLY
180,000 VEHICLES PER DAY
21 OPERATING HOURS PER DAY

CONTRACTUAL ACTUAL
100,816 Actual Flips
168.0 Actual Hours

ADDED VALUE
72,316 Additional Flips
120.5 Additional Hours
$87,502.36 Monetary Value
28,500 Contractual Flips

47.5 Contractual Hours
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

MARQUEES
THE COOLEST SPOT IN THE DESERT!

ARENA MARQUEES

MARQUEE IMPRESSIONS
[EAST/WEST BOUND]
48 MILLION ANNUAL
4 MILLION MONTHLY
998,000 WEEKLY
180,000 VEHICLES PER DAY
21 OPERATING HOURS PER DAY
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

MARQUEES
THE COOLEST SPOT IN THE DESERT!

STATIC SIGNAGE

ACRISURE ARENA

EXTERIOR BUILDING SIGNAGE, MARQUEE SIGNAGE,

INTERIOR PUBLIC FACING SIGNAGE

BRANDING ON PUBLICLY-VISIBLE LOCATIONS

OUTDOOR BRANDED STAGE

ICEPLEX ART MURAL

COACHELLA VALLEY FIREBIRDS

BRANDING INCLUSION ON PUBLICALLY VISIBLE LOCATIONS
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

SIGNAGE
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM. RISING TOGETHER.

STATIC SIGNAGE ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

SIGNAGE
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM. RISING TOGETHER.

LED ARENA RIBBON

CONTRACTUAL
LED RING Concerts & Shows | Minimum (1) minutes
LED RING Coachella Valley FIrebirds | Minimum (1) minute ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

LED IN-BOWL RIBBON
THE COOLEST SPOT IN THE DESERT!

SHOW/CONCERT LED RIBBON

ACRISURE ARENA'S LED RIBBON BOARD OPERATES WHEN DOORS OPEN

UNTIL THE FIRST ACT IS ON STAGE, IN-BETWEEN ACTS IF THE TOUR ALLOWS, AND AS SOON AS THE SHOW CONCLUDES AVERAGING 3
HOURS OF RUN TIME PER EVENT.

COCHELLA VALLEY FIREBIRDS LED RIBBON

CVF'S LED RIBBON BOARD OPERATES WHEN DOORS OPEN, IN-GAME, AND 1 HOUR POST GAME AVERAGING 3.5 HOURS OF RUN TIME PER EVENT.
, THOU
ONE VALLEY. ONE TEAM. RISING TOGETHER.

ACTUAL
210,118 Actual LED Arena Ribbon
350.0 Actual LED Firebirds Ribbon

ADDED VALUE
153,118 Additional Flips
255.2 Additional Hours
LED RIBBON SIGNAGE ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

SIGNAGE
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM. RISING TOGETHER.

LED DASHER SIGNAGE ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

SIGNAGE
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM. RISING TOGETHER.

SOCIAL/DIGITAL

MEDIA ACTIVATIONS HOSPITALITY WHAT'S NEXT

PARTNERSHIP DELIVERABLES
2022-2023
THE COOLEST SPOT IN THE DESERT! ONE VALLEY. ONE TEAM. RISING TOGETHER.

THANK YOU
SOCIAL | DIGITAL

CONTRACTUAL

ROS BANNER AD IMPRESSIONS ON
ACRISUREARENA.COM

ROS BANNER AD IMPRESSIONS ON CVF WEBSITE
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

SOCIAL & DIGITAL MEDIA
ONE VALLEY. ONE TEAM. RISING TOGETHER.THE COOLEST SPOT IN THE DESERT!

ACTIVATIONS

CONTRACTUAL
MINIMUM OF 1 EVENT PER QUARTER “PRE-SALE” TICKET

OPPORTUNITY

OUTDOOR BRANDED STAGE
3 STARS OF THE GAME PARTNER
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

SEASON ACTIVATIONS
ONE VALLEY. ONE TEAM. RISING TOGETHER.THE COOLEST SPOT IN THE DESERT!

HOSPITALITY

CONTRACTUAL
(3) USAGE OF ACRISURE ARENA CLUB SPACE (AA)
TICKETS TO (5) GAMES, (1) GAME PROMOTED AS INDIAN

WELLS NIGHT
200 TICKETS INDIAN WELLS NIGHT, 100 FOR OTHER (4)
GAMES

TICKET USAGE
WED, MARCH 1ST - 100 TICKETS
WED, MARCH 29TH - 200 TICKETS FOR RESIDENTS DAY
MON, APRIL 3RD -100 TICKETS
WED, APRIL 5TH - 100 TICKETS
ACRISURE ARENA | COACHELLA VALLEY FIREBIRDS

HOSPITALITY
ONE VALLEY. ONE TEAM. RISING TOGETHER.THE COOLEST SPOT IN THE DESERT!

7808
0 Calle Estado, Suite 201, La Quinta CA 92252 | 760.775.0000 | www.jnsnext.com City of Indian Wells
Acrisure Arena
A
crisure Arena Assets Value/Received:

1. 156 Ad Plays Per Day Holding for 6 Seconds Each $66,750 Total of 15 Minutes of Ad Play per Day on 3 billboards

2. 56,940 Ad Plays Annually Holding for 6 Seconds Each $34,550 Total of 99 Hours of Ad Play per Year

3. Hours of Operation per Sign Program for Freeway Area $123,000/$311,802(total from all above) Digital: 5a – 1a (20 hours per day)
Special Event: 5a – 2 Hours After Event End if Later Than 1a

4. Arena LED & TV Display Exposure (Interior & Exterior): $33,100/$16,000 The City of Indian Wells share of voice on integrated interior digital signage to be equal to all other Arena Partners

5. The City of Indian Wells share of voice on integrated exterior digital signage $19,650/$19,650 to be equal to all other Arena Partners

6. Minimum of one (1) minute of LED ring exposure within the seating bowl for $32,850/$32,850 all non-sporting events (approx. 60-70 events annually)

7. Facility (Club Space/Main Floor) Usage $32,000/$32,000 Usage of Acrisure Arena Club spaces three (3) days per year, dates based on availability.

Hard costs to be responsibility of the City of Indian Wells (Security, F&B, etc.)

8. Acrisure Arena Website Integration $9,000/$9,000
ROS banner ads equal to or greater than other Arena Partners on Arena website

9. R
esident Benefits for Residents of Indian Wells $10,000/$10,000 Minimum 1 event per quarter “Pre-Sale” ticket opportunities (events TBD)

10. O
utdoor branded stage (number of events TBD) $10,000/$26,297 C
oachella Valley Firebirds Assets

1. LED Rotational Dasher Board $17,500/$17,500
3 minutes per game for Coachella Valley Firebirds

2. Minimum of one (1) minute o f LED ring within the seating bowl for $24,500/$14,500(was down first half) all AHL Coachella Valley Hockey events (approx. 35 events annually) Includes potential NHL exhibitions to be played at Acrisure Arena

3. “
Three Stars” of the game partner (Arena/Digital) $15,000/$15,000

4. Fi
rebirds Website $6,000/$6,000
ROS banner ads equal to or greater than other Arena Partners on AHL website

5. One (1) game entitlement. ” Tonight’s game brought to you by the $7,500/$7,500 City of Indian Wells.”

6. Game entitlement for Firebirds game at Climate Pledge Arena in Seattle $18, 000/$9,000 Includes all promotion for game as well as associated media.

C
ity of Indian Wells Game Night

1. Tickets to 5 games, 1 game promoted as Indian Wells Night $33, 000/$33,000 200 for Indian Wells Night and 100 for (4) other games
Ability to purchase additional seats at 50% off.

ATTACHMENT #1

78080 Calle Estado, Suite 201, La Quinta CA 92252 | 760.775.0000 | www.jnsnext.com

Coachella Valley Firebirds Training Facility

1. Inclusion in the Desert 9 $11,700 /did not happen Curation and creation of all artworks
Installation and insurance requirements (provided by Flat Black Art Supply) Artist recognition plaques and large format signage highlighting the collection and each desert city. 1,000 oversized postcards representing each mural.

Invitations for up to 12 guests to attend #TheDesertNine Reveal party.

Website highlight, minimum one post and story via social channels @AcrisureArena, and feature in Arena e-newsletter
Inclusion in Arena opening PR campaign, distributed nationally.

Seattle Kraken: Here’s what this four-game sponsorship entails (In Seattle) 1st year only:

1. The four games will be known as the Seattle Series Presented by the $30,000/$30,000 City of Indian Wells

2. We will need to incorporate the city’s logo into our Game Day graphics 4 games $12,400/$12,400

3. We will need the city’s logo displayed on the digital dasher board for the $7,500/$7,500 Climate Pledge Arena 10/23.

4. We will have a :05 video pre-roll before our video highlights packages for $12,000/$12,000 4 games as a “logo bug” in the lower corner of the screen during the video highlights.

5. We should do some live radio reads (:05 to :10) 3-4 times a game for the $4,000/N/A radio broadcasts for these four games.

Broadcast (added value)
Broadcast was not part of the original negotiation as Acrisure $876,102/$140,176 (IW Value) did not have that partner secured but our value is estimated at:

Total Value per year $570,000/$762,175

Acrisure over delivery was in “Pre-Sale” opportunities, broadcast, LED ring, Marquee freeway, and significant added value due to broadcast. Important to note that tickets pricing did go up during the first season and our tickets have a higher value, especially in the second year of sponsorship.

MEMORANDUM
DATE: February 7, 2024
TO: File
FROM: Pe ter Castro, Assistant City Manager
SUBJECT: Acrisure Arena Sponsorship Review
Acrisure Arena provided top -tier
hospitality in 2022 -2023. The arena
with 11,000+ capacity venue hosted
some of the biggest acts and provided
the community a hockey team that was
Pacific Division Champs and Western
Conference Champs in the first year, Go
Firebirds. The Indian Wells City Council
provided the Firebirds with a Key to
City. The partnership goals have been
to connect world- class sports &
entertainment with world-class brands
like Indian Wells. The goal is to deepen
engagement, build brand affinity and
positive sentiment. We also had the
opportunity to highlight our city owned Indian Wells Golf Resort and promote experiences like Winterfest, Shots in the Night, and TopTracer.

T
he statistics of the arena in a 6 -month period from December 1 4, 2022, to June 21, 2023 are 29 concert/shows and 48 Firebird home games for a total of 77 events with an attendance of 584,011 during the 6-month period of this report . The Arena had $3.2 million in merchandise sales, $10.2 million in food & beverage sales, top 3 in AHL overall tickets sales, and top 8 in AHL overall attendance.

ATTACHMENT #2

The value of the sponsorship is provided in detail with the attachment of the Sponsorship Report provided by
the arena and the Acrisure asset evaluation. Highlights included the IW branding onsite which included
marquee signage of I-10 freeway billboards, added
value of broadcast, pre-sale opportunities for residents, and information on the LED rings. Contractually, the
arena was to provide 47 hours for I-10 freeway
billboards. The city received almost four times the
contract hours at 168 hours, for a total monetary value of $277,252. Due to the increased number of events at
the arena, the Indian Wells stage had an increased
value of $16,000. The broadcast value was an added
value at $876,102 to all sponsors with an 25% of that
being specific to Indian Wells at an extra $140,176.

Indian Wells first year sponsorship received a value of $762,175. The estimated value when approved by the
City Council in October 2023 was $570,000. This is an
increase of $192,175 value earned in its first year of sponsorship. There is also a significant value increase for the tickets we receive as pricing for tickets continues to grow year over year. The evaluation of this will be accounted for in year two of the sponsorship.

The sponsorship items from the initial evaluation that did not happen are the Desert 9 artwork in the Iceplex. The facility has switched direction from this initial idea and therefore made sure to provide value in other areas. The radio reads for the Seattle Kraken game did not happen as well due to existing contracts.

Currently in the second year of sponsorship, the arena is working on the outdoor branded Indian Wells stage as Toyota became a big sponsor of that area. The arena is still working on Seattle Kraken advertising, which has a $65,000 value that they need to provide to the city. The arena will have these items and options presented to us in the next few weeks.

Attachments:

Sponsorship Report
Acrisure Asset Evaluation

INDIAN WELLS CITY COUNCIL
March 7, 2024

To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Resolution Ordering the Levy and Collection of Assessments in the Fire Access Maintenance District No. 1 for Fiscal Year 2024-25

RECOMMENDED ACTIONS:

Council OPENS the Public Hearing, takes any public testimony, CLOSES the Public Hearing; and,

ADOPTS Resolution approving the annual levy of the Fire Access Maintenance District No. 1 for the Fiscal Year 2024-25; and,

ORDERS the Fire Access Maintenance District No. 1 levy on the Fiscal Year 202 4-25 Riverside County tax roll; and,

FINDS the project to be exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15060.

BACKGROUND:

As per the annual requirement, the City Council must hold a Public Hearing, collect feedback from the public, and approve a Resolution for the annual collection of levies for the Fire Access Maintenance District Special Parcel Tax. By passing a Resolution, the City Council instructs the City Finance Director to put the levy on the County tax roll.

The FAMD was formed for the sole benefit of people living behind the gates of the Indian Wells Country Club. It was reasonable that the spending authority of the funds collected in the District should be the responsibility of those living inside the District. Although the FAMD maintains its governance through the election of its Board, the City Council is required to annually adopt a resolution to place the levy on the County tax roll on behalf of the FAMD Board Members. The tax is collected to furnish security, street maintenance, landscaping, and capital improvements within the district.

In 1973, the City Council was asked to consider a proposal to change the public streets in the Indian Wells Country Club area to a private status. The City Council approved the

proposal by abandoning all the public streets within the area and placing the streets in a Maintenance District. The formation of the maintenance area gave the City Council the authority to impose a property tax rate to pay for the district. The Indian Wells Fire Access Maintenance District No. 1(FAMD) maintains and operates access roadways, rights of way, and easements for fire protection. The maintenance includes grading, paving, planking, macadamizing, graveling, oiling, or re-oiling any structures, barriers, gates, or other facilities necessary to restrict the use to fire access.

FISCAL IMPACT:

The FAMD has two sources of annual revenues: property taxes of around $365,000 and a voter-approved special assessment that generates approximately $1,200,000. These revenue sources generate the necessary funds to operate and maintain the District.

The City collects the FAMD levies in a special revenue fund, limiting expenditures to those associated with the purview of the District. This special assessment is not subject to any Consumer Price Index (CPI) increases. Any increase to the special assessment amount requires voter approval. Therefore, the Fiscal Year 2023 -24 FAMD Special Assessment remains the same.

The FAMD special assessment is as follows:

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that the ordinance is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a “project” as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.

ATTACHMENTS:

1. Resolution

RESOLUTION NO. 2024-__
A

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIAN WELLS,

CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF A SPECIAL

TAX FOR THE CITY OF INDIAN WELLS FIRE ACCESS MAINTENANCE DISTRICT NO. 1
WH
EREAS, the City Council of the City of Indian Wells, California (the “City Council”), by Ordinance No. 572 and previous Resolutions, has established procedures to replace in its entirety the parcel fee which has been levied annually against parcels of land within the Indian Wells Fire Access Maintenance District No. 1 (the “FAMD”) to finance security, street maintenance and repair, and entrance landscape services within the District; and WH
EREAS, the City Council, by Resolution No. 2005-02 and pursuant to the requirements of the laws of the State of California, held a Special Municipal Election on May 5, 2005, at which time the qualified electors of the District approved the rates stated in Ordinance No. 572 to finance security, street maintenance, and repair, and entrance landscape services within the FAMD; and W
HEREAS, the City Council has retained Willdan Financial (the “Engineer”) to assist the City with the preparation of the annual levy and collection of special taxes by the FAMD; and W
HEREAS, the Engineer has prepared the proposed levy and collection of special taxes upon eligible parcels of land within the FAMD, and the City Council has approved such special taxes; and
W
HEREAS, the City Council desires to levy and collect special taxes against parcels of land within the FAMD for t he Fiscal Year commencing July 1, 2024, and ending June 30, 20 25, to finance security, street maintenance and repair, and entrance landscape services within the FAMD; and
W
HEREAS, a Public Hearing Notice was published in a newspaper o f general circulation once at least fifteen (15) days before the public hearing on annual levies; a copy of the Public Hearing Notice was posted in three (3) public places within the City.

N

OW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY T HE CITY COUNCIL FOR THE DISTRICT AS FOLLOWS:

S
ECTION 1. The Fire Access Maintenance District No. 1 special taxes be paid by the property owners to the City for the Fiscal Year commencing July 1, 20 24, and ending June 30, 20 25, shall be placed on the tax rolls for the County of Riverside and shall be as follows:

Residential
Land Use Assessment
Residential Improved * $1,030 per unit per year
Residential Vacant Lot 1 acre or less $700 per unit per year Vacant Land greater than 1 acre $550 per acre per year
* Includes Indian Wells Country Club
ATTACHMENT #1

City of Indian Wells
Resolution No. 2024-__

Golf Club / Golf Course

The amount of the tax imposed each fiscal year for the Golf Club / Golf Course shall be $190,000.

SECTION 2. The above rates shall be effective July 1, 2024, through June 30, 2025.

SECTION 3. The County Auditor of the County of Riverside shall enter on the County Assessment Roll opposite each eligible parcel of land the amount of levy set forth herein, and such levies shall be collected at the same time and in the same manner as the County taxes are collected. After collecti on by the County, the net amount of the levy shall be paid to the City Treasurer.

PASSED, APPROVED AND ADOPTED by the City Council of the City of Indian Wells, California, at An adjourned regular meeting held on this 7th day of March 2024.

________________________________

GREG SANDERS
MAYOR

CERTIFICATION FOR RESOLUTION NO. 2024-__

I, Angelica Avila, City Clerk of the City Council of the City of Indian Wells, California, DO HEREBY CERTIFY that the whole number of the me mbers of the City Council is five (5); that the above and foregoing resolution was duly and regularly passed and adopted at an adjourned regular meeting of the City Council of the City of Indian Wells the 7th day of March 2024, by the following vote:

AYES:

NOES:

ATTEST: APPROVED AS TO FORM:

_________________ ___________________________

ANGELICA AVILA TODD LEISHMAN

CITY CLERK CITY ATTORNEY

INDIAN WELLS CITY COUNCIL
March 7, 2024

To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Resolution Ordering the Levy and Collection of Assessments for the Special Fire Tax Standby and Availability Charges

RECOMMENDED ACTIONS:

Council OPENS the Public Hearing, takes any public testimony, CLOSES the Public Hearing, and

ADOPTS Resolution approving the annual levy of the Special Fire Tax Standby and Availability Charges for the Fiscal Year 2024-25 and

ORDERS the Special Fire Tax levy to be placed on the fiscal year 202 4-25 Riverside County tax roll.

FINDS the project to be exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15060.

BACKGROUND:

Annually, the City Council is obligated to conduct a Public Hearing, receive public comments, and enact a Resolution pertaining to the annual collection of levies for the Special Fire Tax Stand By and Availability charges for each upcoming fiscal year. These levy collections are crucial in enhancing Fire Safety services within the City. Notably, the Fiscal Year 2024-25 Special Fire Tax Assessment will remain unchanged.

The City has entered into a contractual arrangement with the Riverside County Fire Department to secure fire services. The Fire Station is operational around the clock, 365 days a year, with a dedicated team of five full -time personnel, including two firefighter paramedics trained in advanced life support. Indian Wells benefits from specializ ed fire services teams and rescue equipment, addressing needs such as vehicle accidents, hazardous materials services, confined space rescues, and swift water/flood rescues.

In 1980, Indian Wells voters endorsed a special tax of $120 per home annually. This special tax is earmarked for fire suppression, paramedic services and equipment, and ladder truck services. The revenues generated from the Special Fire Tax play a pivotal role in sustaining

the City's emergency services program, contributing approximately $600,000 to the overall $5.2 million annual fire services budget.

Calculations of the Special Fire Tax Standby and Availability charges

For residential parcels with structures (e.g., single -family homes), the annual charge is $120.00 per dwelling unit. Therefore, a parcel with a single house would incur a yearly fee of $120.00, while a duplex unit would be charged $240.00 annually.

For residential parcels without structures (subdivided but undeveloped), the annual charge is $60.00 per dwelling unit. This applies to parcels earmarked for residential use yet to be developed. In such cases, the cost is $60.00 per year for each home that could be built on the parcel.

For vacant land parcels not subdivided, the annual charge is a minimum of $39.00 for the first acre or portion thereof. The charge for parcels over 1 acre through 50 acres is $39.00 for the first acre plus $6.50 per acre, prorated for any portion over one acre. Parcels over 50 acres through 100 acres incur a charge of $39.00 for the first acre plus $6.50 per acre for acres 2 through 50 and $2.60 per acre, prorated for any portion over 50 acres. Parcels over 100 acres are charged $39.00 for the first acre plus $6.50 per acre for acres 2 through 50, $2.60 per acre for acres over 50 through 100, and $0.65 per acre, prorated for any portion over 100 acres.

Furthermore, in alignment with City Ordinance No. 170, non-residential land is subject to levies based on property improvements and usage. This is determined by estimated fire flow requirements, following the formula outlined in the Fire Prevention and Control Master Planning Guide distributed by the United States Department of Commerce.

FISCAL IMPACT:

There is no financial impact on the City. The voter-approved annual levy rate will remain consistent since this special tax is not subject to a CPI index. The levy collection in the fiscal year 2024/25 is $600,000.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that t he ordinance is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute

a “project” as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.

ATTACHMENTS:

1. Resolution

RESOLUTION NO. 2024-__
A

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIAN WELLS,

CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF

ASSESSMENTS FOR THE CITY OF INDIAN WELLS FIRE TAX STANDBY AND AVAILABILITY CHARGES PURSUANT TO CITY ORDINANCE NO. 170
WHER
EAS, the City Council of the City of Indian Wells, California (the “City Council”) has prepared the annual assessment against parcels of land within the City of Indian Wells for the Fire Tax Standby and Availability Charges for the Fiscal Year commencing July 1, 2024, and ending June 30, 2025, pursuant to City Ordinance No. 170 to pay for t he described standby costs; and
W
HEREAS, the City Council has retained Willdan Financial (the “Engineer”) for the purpose of assisting the City with the preparation o f the annual assessment and collection of the Fire Tax Standby and Availability Charges; and
W
HEREAS, the Engineer has prepared the proposed charge and collection upon eligible parcels of land within the City, and the City Council has approved such assessments; and W
HEREAS, the City Council desires to levy and collect assessments against parcels of land within the District for the Fiscal Year commencing July 1, 2024, and ending June 30, 2025, to pay for the Fire Tax Standby and Availability Charges; and WH
EREAS, A Public Hearing Notice was published in a newspaper of general circulation once at least fifteen (15) days before the public hearing on annual levies; a copy of the Public Hearing Notice was posted in three (3) public places within the City.

N

OW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL AS FOLLOWS:

S ECTION 1. That the Special Fire Tax Standby and Availability charges be paid by the property owners to the City for the Fiscal Year commencing July 1, 2024, and ending June 30, 2025, and shall be as follows:

Land Use Assessment
Residential Improved Lot $120.00 per dwelling unit per year Residential Subdivided Vacant Lot $ 60.00 per equivalent dwelling unit per year Vacant Acreage:

Up to and including 1 acre $ 36.00 per year
For sizes over 1 acre up to and
including 50 acres
$ 3 6.00 for the first acre plus $6.50 per each
additional acre or a prorated portion of an acre per
year
ATTACHMENT #1

City of Indian Wells
Resolution No. 2024-__

Land Use Assessment

For sizes over 50 acres up to and
including 100 acres

$ 36.00 for the first acre plus $6.50 per each
additional acre up to & including 50 acres plus
$2.60 per acre or prorated portion of an acre over
50 acres per year

For size over 100 acres $ 3 6.00 for the first acre plus $6.50 per each additional acre up to & including 50 acres plus
$2.60 per acre over 50 acres up to & including 100
acres plus $ 0.65 per acre or prorated portion of an
acre over 100 acres, per year

SECTION 2. In accordance with City Ordinance No. 170, no n-residential land shall be levied upon the class of improvements to property and the use of property basis utilizing estimated fire flow requirements determined in accordance with the formula contained in the Insurance Services Office guidelines in the Fi re Prevention and Control Master Planning Guide distributed by the United States Department of Commerce.

SECTION 3. The document referenced in Section 2 is no longer in production and has been replaced by County of Riverside regulations for fire flow req uirements. The City of Indian Wells has adopted those County regulations through Ordinance Nos. 370 and 451. The rates for non-residential land will not exceed the maximum allowable charge.

SECTION 4. The above rates shall be effective July 1, 2024, through June 30, 2025.

PASSED, APPROVED AND ADOPTED by the City Council of the City of Indian Wells, California, at an adjourned regular meeting held on this 7th day of March 2024.

___________________________________

GREG SANDERS
MAYOR

City of Indian Wells
Resolution No. 2024-__

CERTIFICATION FOR RESOLUTION NO. 2024-__

I, Angelica Avila , City Clerk of the City Council of the City of Indian Wells, California, DO HEREBY CERTIFY that the whole number of the members of the City Council is five (5); that the above and foregoing resolution was duly and regularly passed and adopted at an adjourned regular meeting of the City Council of the City of Indian Wells the 7th day of March 2024, by the following vote:

AYES:

NOES:

ATTEST: APPROVED AS TO FORM:

________________________________ ______________________________

ANGELICA AVILA TODD LEISHMAN

CITY CLERK CITY ATTORNEY

1 INDIAN WELLS CITY COUNCIL
MARCH 7, 2024

To: City Council
From: Community Development
Prepared by: Jon Berg, Community Development Director
Subject: Resolution Approving General Plan Amendment No. 2024- 01 to Adopt the 6th Cycle 2021-2029 Housing Element, and Finding the Action Exempt under the California
Environmental Quality Act (CEQA)

RECOMMENDED ACTIONS:

Council OPENS the Public Hearing, takes any public testimony, and CLOSES the Public Hearing; and

ADOPTS Resolution approving General Plan Amendment No. 2024-01 for the 6th Cycle 2021-2029 Housing Element; and

FINDS the action exempt from the California Environmental Quality Act (CEQA) in accordance with Section 15061(b)(3) of the CEQA Guidelines.

BACKGROUND:

The Housing Element is a state -mandated element of the City’s General Pla n and is required to be updated every 8-years and certified by the State Department of Housing and Community Development (“HCD”). California cities are currently in the 6 th Housing Element Cycle, which includes the 8 -year period between 2021 -2029. The primary purpose of the City’s Housing Element is to identify existing and projected housing needs, and i nclude the City’s goals, policies, quantified objectives, and programs for the preservation, improvement, and development of housing. Government Code Section 65302(c) mandates that Housing Elements adequately plan for the City’s existing and projected housing needs, including its share of the regional housing need (RHNA) . The City of Indian Wells has been assigned an allocation of 382 new housing units as its share of the RHNA in Southern California for the 6th Housing Element cycle.

The City Council reviewed and adopted the 2021-2029 Housing Element at their Public Hearing on June 2, 2022 and re-adopted a subsequent draft of the Housing Element at their Public Hearing on July 6, 2023, where they directed staff to submit the re-adopted Housing Element to HCD for their 60-day review to consider certification. However, HCD

2 issued a letter on September 5, 2023 (Attachment 2), finding that the adopted Element addressed many statutory requirements; however, revisions were necessary to comply with state Housing Element Law . Since that time, staff worked with the City’s Housing Consultant, DeNovo Planning Group, and our City Attorney’s office to respond to those comments and create a final draft Housing Element.

The final draft Housing Element was posted on the city’s website and emailed to interested parties for the required 7-day public review period on November 8, 2023 and then submitted to HCD for their 60 -day review on November 15, 2023 . HCD issued a letter on December 12, 2023 (Attachment 3), finding that the final draft Housing Element meets the statutory requirements of state Housing Element Law, and that the city must complete any necessary rezoning program as described in Program 3 (Production of New Housing/Shorfall Program) included in the city’s Housing Element. HCD finds that the Housing Element will substantially comply with state Housing Element Law (Gov. Code, § 65580 et seq.) when the necessary rezon ing is complete and the Element is adopted, submitted to, and approved by HCD.

The Planning Commission recently reviewed the final draft Housing Element at their Public Hearing on February 29, 2024, and unanim ously adopted a Resolution (Attachment 4) recommending the City Council approve the General Plan Amendment to adopt the 2021- 2029 Housing Element.

DISCUSSION:

In response to comments received from HCD, the City’s final draft Housing Element has been updated to address their concerns and has been formatted in a redline strike -out format to show where the updates have been made (Attachment 5). The highlighted text in the document represents the latest updates responding to HCD’s September 5, 2023, comment letter. The revisions requested by HCD can be grouped into two topic areas:

1. Affirmatively Furthering Fair Housing (AFFH) Research, Analysis, and Programs

2. Reducing/Removing Governmental Constraints
Below is a summary of the revisions made to the Housing Element to address HCD’s requests:

Affirmatively Furthering Fair Housing (AFFH) Research, Analysis, and Programs  Added approved and entitles projects to the AFFH Analysis  Revised the following programs to include specific actions, metric s, geographic targets, and/or timelines
o Program 1: Rehabilitation and Community Revitalization

3 o Program 2: Preservation of At-Risk Units
o Program 3: Production of New Housing Units (Shortfall Program) o Program 5: General Plan Update
o Program 8: Accessory Dwelling Units and SB 9 Units
o Program 20: Affirmatively Furthering Fair Housing Program Reducing/Removing Governmental Constraints
 Revised Program 13: Development Code Amendments - Housing Constraints Schedule

State law has established clear disincentives for local jurisdictions that have not yet adopted their 6 th Cycle Housing Element and received HCD’s certification. AB 1398 became effective on January 1, 2022, which imposes penalties for not having a certified Housing Element. Cities that have not adopted and received a letter from HCD finding their Housing Element in substantial compliance with state law by February 12, 2022, are required to complete any rezoning identified in their housing program prior to f inal certification by HCD.

Various consequences may apply if the city does not have a housing element in compliance with state Housing Element Law. First, noncompliance result s in ineligibility or delay in receiving state funds that require a compliant housing element as a prerequisite. Second, jurisdictions that do not meet their housing element requirements may face additional financial and legal ramifications. HCD may notify the California Office of the Attorney General, which may bring suit for violations of state Housing Element Law. Further, state law provides for court -imposed penalties for persistent noncompliance, including financial penalties. Other potential ramifications could include the loss of local land use authority to a court-appointed agent.

The Planning Commission has recommended the City Council adopt the final draft of the 6th Cycle Housing Element. With the City Council’s formal adoption, staff will retur n to the Planning Commission with the associated rezoning program (Program 3) for formal recommendation to City Council. HCD has committed to certifying the city’s 6th Cycle 2021-2029 Housing Element once the rezoning program is complete.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

This action has been assessed in accordance with the authority and criteria contained in the California Environmental Quality Act (CEQA), the state and local CEQA Guidelines, and the environmental regulations of the City . The city, acting as Lead Agency, has reviewed the project’s potential effects on the environment and has determined that the project is exempt from CEQA in accordance with Section 15061(b)(3) of the CEQA Guidelines because the activity is governed by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment , and

4 it can be seen with certainty that there is no possibility that the adoption of this policy document would have a significant effect on the environment, directly or indirectly.

ATTACHMENTS:

1. Resolution

2. HCD September 5, 2023 Comment Letter

3. HCD December 12, 2023 Pre-Certification Letter

4. Planning Commission Resolution

5. Final Draft 6th Cycle 2021-2029 Housing Element

RESOLUTION NO. 2024-___
A

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIAN WELLS, CALIFORNIA, APPROVING GENERAL PLAN AMENDMENT NO. 2024-01

ADOPTING AN UPDATE TO THE GENERAL PLAN HOUSING ELEMENT
FOR THE 2021-2029 PLANNING PERIOD, AS REQUIRED BY STATE LAW,

AND FINDING THE ACTION TO BE EXEMPT FROM CEQA
W
HEREAS, pursuant to Government Code Section 65300 et seq., cities and counties are required to adopt a comprehensive, long- term General Plan to guide the social, economic, and physical development of their communities; and
W
HEREAS, Government Code Section 65302(c) mandates that said General Plan include a Housing Element to adequately plan for the City’s existing and projected housing needs, including its share of the regional housing need (RHNA); and
W
HEREAS, the California Government Code requires that cities review and update their Housing Elements every eight years, according to a schedule set forth by the State Department of Housing and Community Development (“HCD”); and
W
HEREAS, the City Council of the City of Indian Wells adopted the 2013–2021 “5th Cycle” General Plan Housing Element on November 7, 2013; and
W
HEREAS, the City of Indian Wells has been assigned an allocation of 382 new housing units as its share of the Regional Housing Needs Assessment (“RHNA”) in Southern California for the 6th Housing Element cycle covering the Planning Period 2021–2029; and W
HEREAS, in preparing the Housing Element update, and in conjunction with the City’s ongoing comprehensive General Plan update, the City developed a public engagement program that included a project website dedicated to the General Plan update including the Housing Element, virtual community workshops, stakeholder interviews, advertisements, and emails, all in an effort to educate the community about housing issues and provide opportunities to gather input on housing-related topics; and
W
HEREAS, in accordance with State law, the City prepared a first draft Housing Element Update for the 6th Housing Cycle covering the 2021 –2029 planning peri od in accordance with California Government Code sections 65580–65589.8; and
W
HEREAS, the first draft of the 2021–2029 Housing Element Update was submitted to HCD on December 2, 2021, for a 60- day review and comment period under Government Code section 65585(b)(1); and
W
HEREAS, HCD was required to review and provide comments on the first draft and the City was required to respond to those comments in order to comply with state housing law; and W
HEREAS, the 30-day public review period on the first draft began on December 3, 2021, during which time City residents and other stakeholders were afforded an opportunity to review and comment on the content of the draft; and
ATTACHMENT #1

City of Indian Wells
Resolution No. 2024-__

W HEREAS, on January 27, 2022, a duly noticed public hearing on the General Plan Amendment for the first draft Housing Element was held by the City’s Planning Commission; and W
HEREAS, HCD issued a letter on January 31, 2022, finding that the draft element addressed many statutory requirements; however, HCD indicated that revisions were necessary to comply with the state Housing Element Law; and
W
HEREAS, the City of Indian Wells responded by preparing a second draft Housing Element Update incorporating revisions to address HCD’s January 31, 2022, comments, in accordance with California Government Code Sections 65580–65589.8; and W
HEREAS, on May 18, 2022, a duly noticed public hearing on the General Plan Amendment for the second draft Housing Element was held by the City’s Planning Commission, at which the Commission recommended approval to the City Council; and W
HEREAS, on June 2, 2022, after consideration of information and testimony presented by City staff, the City’s Housing Element consultant, community residents and other interested parties at a duly noticed public hearing, the City Council adopted the second draft of the General Plan Amendment for the 2021 –2029 Housing Element Update as required in accordance with state law; and
W
HEREAS, on June 13 , 2022, as directed by the City Council at its June 2, 2022, regular meeting, and in acco rdance with Government Code section 65585(b)(1), the City submitted the adopted second draft of the 2021 –2029 Housing Element Update to HCD for a second 60-day review period; and
W
HEREAS, HCD issued a letter on August 1 2, 2022, finding that the adopted second draft addressed many statutory requirements; however, HCD again indicated that revisions were necessary to comply with the state Housing Element Law; and W
HEREAS, the City then prepared a third draft Housing Element in response to HCD’s August 12, 2022 comments in accordance with state housing law; and W
HEREAS, on June 29, 2023, a duly noticed public hearing on the General Plan Amendment for the third draft Housing Element was held by the City’s Planning Commission, at which the Commission recommended City Council adopt the third draft of 2021–2029 Housing Element Update; and
W
HEREAS, on July 6, 2023, after consideration of information and testimony presented by City staff, the City’s Housing Element consultant, community residents and other intere sted parties at a duly noticed public hearing, the City Council adopted the third draft; and W
HEREAS, on July 7, 202 3, as directed by the City Council at its July 6 , 2023, regular meeting, and in accordance with Government Code section 65585(b)(1), the City submitted the adopted third draft of the 2021–2029 Housing Element Update to HCD for a third 60-day review period; and

City of Indian Wells
Resolution No. 2024-__

WHEREAS, HCD issued a letter on September 5 , 2023 , finding that the third draft addressed many statutory requirements; however, more revisions were necessary to comply with the state Housing Element Law; and
W
HEREAS, the City drafted and posted a fourth draft Housing Element Update for a seven-day public-review and -comment period from November 8 , 2023, through November 15, 2023; and
W
HEREAS, on November 15 , 2023, in accordance with Government Code section 65585(b)(1), the City submitted the fourth draft 2021–2029 Housing Element Update (“Final HE”) to HCD for a fourth 60-day review period; and
W
HEREAS, HCD issued a letter on December 12, 2023, finding that the Final HE meets the statutory requirements of the state Housing Element Law, and that the City must complete any necessary rezon ing to accommodate the City’s regional housing need allocation (RHNA), prior to HCD-certification of the Final HE; and
W
HEREAS, in accordance with Government Code section 65583, the City finds that the Final HE (attached hereto as Exhibit A ) complies with state housing law, including the duty to affirmatively further fair housing; and
WH
EREAS, the Final HE cannot be found by HCD to be in substantial compliance until the City has completed necessary rezones as described in Housing Element Program 3; and W
HEREAS, the City has reviewed the project’s potential effects on the environment and has determined that the project is exempt from the California Environmental Quality Act (“CEQA”) in accordance with Section 15061(b)(3) of the CEQA Guidelines because the activity is governed by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment; and
W
HEREAS, on February 29th, 2024, the Planning Commission held a duly noticed public hearing on the General Plan Amendment for the Final HE and recommended City Council approve the General Plan Amendment and adopt the Housing Element; and W
HEREAS, duly noticed public hearing on the General Plan Amendment for the Final HE was held by the City Council; and
W
HEREAS, the City Council has considered the Planning Commission’s recommendation along with information and testimony presented by City staff, the City’s Housing Element consultant, community residents and other interested parties at a public hearing held on March 7, 2024.

N
OW, THEREFORE, the City Council of the City of Indian Wells RESOLVES as follows:

S ECTION 1. The Recitals above are true and correct and are hereby adopted as findings as if fully set forth herein.

City of Indian Wells
Resolution No. 2024-__

SECTION 2. In accordance with Section 21.06.010 of the Cit y of Indian Wells Zoning Code, the following findings for approving General Plan Amendment No. 2024-01 are made:

1. The proposed General Plan Amendment is internally consistent with the General Plan:

The amendment will replace the current Housing Element with the 2021-2029 Housing Element Update, as required by state law. The amendment is internally consistent with the goals and objective s, and policies of the General Plan, including the Land Use Element. The Housing Element Update identifies the availability of adequate sites to accommodate the City’s share of the Regional Housing Need on sites that have been previously identified for residential development, consistent with the City’s Land Use Element. A candidate site (APN 633-360-002) has been identified in the Housing Element Up date Housing Program for futu re Development Code Amendment to establish residential densities consistent with those identified in the Housing Element Update for the City’s Candidate Rezone Site.

2. The proposed General Plan Amendment will not be detrimental to the public interest, health, safety, convenience, or welfare of the City:

The Housing Element Update contains a variety of resources that are available for the development, rehabilitation, and preservation of existing and new housing stock in the City for the purposes of protecting the general health, safety, and general welfare of the community as a whole. Specifically, the Housing Element Update identifies housing programs that assist low er- and moderate-income residents, disadvantaged groups, and those with special housing needs.

In addition, regulations established in the City’s Municipal Code implement general health, safety and general welfare objectives of the City of Indian Wells General Plan.

The Housing Element Update identifies issues, strategies, and programs that focus on neighborhood and housing preservation, housing availabi lity, and equal housing opportunity. Preserving the City’s residential neighborhoods and maintaining the City’s housing stock are essential steps to retaining the City’s livability and character.

Providing a greater dive rsity of housing types, such as multifamily , condominiums, townhomes, and senior housing facilities, will allow both younger and older generations of Indian Wells’ residents to remain in the community. Housing variety will also enable citizens from a wide range of economic levels to live within the City.

3. The proposed General Plan Amendment will maintain the appropriate balance of land uses within the City:

The amendment identifies issues, strategies, and programs that focus on neighborhood and housing preservation. The amendment will protect an d enhance established neighborhoods while helping the City evolve into a more integrated, walkable, and cohesive community.

SECTION 3. The City Council find that the General Plan Amendment is exempt from the California Environmental Quality Act in accordance with Section 15061(b)(3) of the CEQA Guidelines because the activity is governed by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the enviro nment, and it can

City of Indian Wells
Resolution No. 2024-__

be seen with certainty that there is no possibility that the adoption of this policy document would have a significant effect on the environment, directly or indirectly.

SECTION 4. The City Council ADOPTS Resolution approving General Plan Amendment No. 2024-01 for the 2021-2029 Housing Element inclusive of revisions necessary to comply with state housing law, attached hereto as Exhibit “A” and incorporated herein by reference.

SECTION 5. The City Manager or his designee is authorized to make minor modifications to the Housing Element to address comments provided by HCD, provided that the modifications would not excee d the total amount of development accommodated by the Housing Element prior to revisions and would not result in new actions by the City that woul d require a commitment of $20,000 or greater.

SECTION 6. The Clerk shall certify the adoption of this Resolution.

P
ASSED, APPROVED, AND ADOPTED by the City Council of the City of Indian Wells, California, at an adjourned regular meeting held on this 7th day of March 2024. _ ___________________________

GREG SANDERS
MAYOR

City of Indian Wells
Resolution No. 2024-__

C
ERTIFICATION FOR RESOLUTION NO. 2024-_____
I,
Angelica Avila, City Clerk of the City of Indian Wells, California, DO HEREBY CERTIFY that the whole number of the member s of the City Council is five; that the above and foregoing Resolution was duly and regularly passed and adopted at an adjourned regular meeting of the City Council of the City of Indian Wells on the 7th day of March 2024 by the following vote:

AYE
S:

NOES:

A
TTEST: APPROVED AS TO FORM:
_
_____________________________ ____________________________

ANGELICA AVILA TODD LEISHMAN

CITY CLERK CITY ATTORNEY

City of Indian Wells
Resolution No. 2024-__

EXHIBIT “A”
FINA
L DRAFT 2021-2029 HOUSING ELEMENT

STATE OF CALIFORNIA - BUSINESS, CONSUMER SERVICES AND HOUSING AGENCY GAVIN NEWSOM, Governor

DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT

DIVISION OF HOUSING POLICY DEVELOPMENT
2020 W. El Camino Avenue, Suite 500
Sacramento, CA 95833
(916) 263-2911 / FAX (916) 263-7453
www.hcd.ca.gov
Septem
ber 5, 2023
Chri
stopher Freeland, City Manager
City Manager’s Office
City of Indian Wells
44-950 Eldorado Drive
Indian Wells, CA 92210
Dear C
hristopher Freeland:

RE: C
ity of Indian Wells’ 6th Cycle (2021-2029) Adopted Housing Element Thank y
ou for submitting the City of Indian Wells’ (City) housing element adopted on July 6, 2023 and received for review on July 7, 2023, along with revision received on August 29, 2023 and August 30, 2023. Pursuant to Government Code section 65585, subdivision (h), the California Department of Housing and Community Development (HCD) is reporting the results of its review.

The ado
pted housing element addresses most statutory requirements described in HCD’s August 12, 2022 review; however, revisions will be necessary to substantially comply with State Housing Element Law (Gov. Code, § 65580 et seq), as follows:

1. Aff
irmatively further[ing] fair housing in accordance with Chapter 15 (commencing with Section 8899.50) of Division 1 of Title 2…shall include an assessment of fair housing in the jurisdiction. (Gov. Code, § 65583, subd. (c)(10)(A).)
Promote and affirmatively further fair housing opportunities and promote housing throughout the community or communities for all persons regardless of race, religion, sex, marital status, ancestry, national origin, color, familial status, or disability, and other characteristics... (Gov. Code, § 65583, subd. (c)(5).) Ident
ified Sites and Affirmatively Furthering Fair Housing (AFFH): The element now identifies candidate sites for rezoning by geographic distribution and various fair housing factors. However, the element should also incorporate approved and entitled projects into this analysis. This is particularly important since these projects accommodate the entirety of the above moderate income regional housing needs allocation (RHNA) and a majority of the moderate-income RHNA and appear isolated from the sites identified to accommodate the lower-income RHNA.

ATTACHMENT #2

Christopher Freeland, City Manager

Goals, Priorities, Metrics, and Milestones: As noted above, the element requires a complete AFFH analysis. Depending upon the results of that analysis, the City may need to revise or add programs. In addition, while the element includes meaningful actions, it should include additional housing mobility actions to promote housing choices and affordability in the southern and western portions of the City. These programs should not be limited to the RHNA and, instead, target meaningful change in terms of inclusive neighborhoods with housing choices and affordability. Examples of additional actions include creating more housing choices and affordability beyond complying with law (e.g., SB 9, accessory dwelling units), targeting funding, more than one junior accessory dwelling unit per single family structure, homesharing and enhancing capacity and increased densities. Finally, to better AFFH, programs should be revised, as follows:

• Program 8 (Accessory Dwelling Units (ADU)): The Program should consider geographic targeting beyond higher resources areas and target concentrated areas of affluence and relatively higher incomes. • Program 3 (Production of New Housing Units): The Program should target concentrated areas of affluence and relatively higher incomes in addition to City-wide efforts. Further, the Program should specifically commit to how the City will promote affordable housing on religious lands and facilitate lot splits and other housing choices under SB 9. • Program 5 (General Plan Update): The Program should consider numeric targets beyond the RHNA and target concentrated areas of affluence and relatively higher incomes in addition to City-wide efforts. Further, the Program could include additional land use strategies such as rezoning to higher densities (e.g., duplexes to four-plexes and multifamily) in the western and southern portions of the City.
• Programs 1 (Rehabilitation) and 2 (At-risk Preservation): Place-based strategies toward community revitalization could be expanded beyond rehabilitation and at-risk preservation. For example, strategies could include prioritizing investment in the eastern areas of the City for broader neighborhood and community development activities such as streetscapes, active transportation, accessibility modifications, parks, community facilities and recreational programs.

2. Address and, where appropriate and legally possible, remove governmental and nongovernmental constraints to the maintenance, improvement, and development of housing, including housing for all income levels and housing for persons with disabilities... (Gov. Code, § 65583, subd. (c)(3).)

Program 13 (Development Code Amendments): While the Program commits to amend zoning and permit procedures for group homes for seven or more persons, it should specifically commit to allow these uses in all residential zones.

Christopher Freeland, City Manager

The element will meet the statutory requirements of State Housing Element Law once it has been revised and adopted, if necessary, to substantially comply with the above requirements pursuant to Government Code section 65585.

As a reminder, the City’s 6th cycle housing element was due October 15, 2021. As of today, the City has not completed the housing element process for the 6th cycle. The City’s 5th cycle housing element no longer satisfies statutory requirements. HCD encourages the City to revise the element as described above, adopt, if necessary, and submit to HCD to regain housing element compliance.

Pursuant to AB 1398, a jurisdiction that failed to adopt a compliant housing element within one year from the statutory deadline cannot be found in compliance until rezones pursuant to Government Code sections 65583, subdivision (c)(1) and 65583.2, subdivision (c) are completed including all the by right requirements. Once the City completes the program, a copy of the resolution or ordinance should be transmitted to HCD. HCD will review the documentation and issue correspondence identifying the updated status of the City’s housing element compliance.

In addition, please be aware, the recent California appellate decision in Martinez v. City of Clovis found that while overlays can be used in a rezone, when the base zone allows residential development, both the base zone and the overlay zone must comply with the minimum density requirements of Government Code section 65583.2, subdivision (h).

The City may need to adjust Program 3 (Production of New Housing Units), if the underlying zoning for sites that will be rezoned allows minimum densities less than 20 dwelling units per acre. Martinez v. City of Clovis (2023) 90 Cal.App.5th 193, 307 Cal.Rptr.3d 64.

Public participation in the development, adoption and implementation of the housing element is essential to effective housing planning. Throughout the housing element process, the City should continue to engage the community, including organizations that represent lower-income and special needs households, by making information regularly available and considering and incorporating comments where appropriate. Please be aware, any revisions to the element must be posted on the local government’s website and to email a link to all individuals and organizations that have previously requested notices relating to the local government’s housing element at least seven days before submitting to HCD.

Several federal, state, and regional funding programs consider housing element compliance as an eligibility or ranking criteria. For example, the CalTrans Senate Bill (SB) 1 Sustainable Communities grant; the Strategic Growth Council and HCD’s Affordable Housing and Sustainable Communities programs; and HCD’s Permanent Local Housing Allocation consider housing element compliance and/or annual reporting requirements pursuant to Government Code section 65400. With a compliant housing

Christopher Freeland, City Manager

element, the City will meet housing element requirements for these and other funding sources.

HCD appreciates the hard work and dedication the housing element team provided in preparation of the City’s housing element. HCD is committed to assisting the City in addressing all statutory requirements of State Housing Element Law. If you have any questions or need additional technical assistance, please contact Fidel Herrera, of our staff, at [email protected].

Sincerely,

Paul McDougall
Senior Program Manager

STATE OF CALIFORNIA - BUSINESS, CONSUMER SERVICES AND HOUSING AGENCY GAVIN NEWSOM, Governor

DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT

DIVISION OF HOUSING POLICY DEVELOPMENT
2020 W. El Camino Avenue, Suite 500
Sacramento, CA 95833
(916) 263-2911 / FAX (916) 263-7453
www.hcd.ca.gov
Decem
ber 12, 2023
Jon Ber
g, Director
Community Development Department
City of Indian Wells
44-950 El Dorado Drive
Indian Wells, CA 92210
Dear J
on Berg:

RE: C
ity of Indian Wells’ 6th Cycle (2021-2029) Revised Draft Housing Element Thank y
ou for submitting the City of Indian Wells’ (City) revised draft housing element update received for review on November 15, 2023 along with revisions that were received on December 8, 2023. The revisions were posted and made available to the public for seven days prior to the California Department of Housing and Community Development (HCD) review. Pursuant to Government Code section 65585, HCD is reporting the results of its review.

HCD
is pleased to find the revised draft housing element meets the statutory requirements described in its September 5, 2023 review. However, the housing element cannot be found in substantial compliance until the City has completed necessary rezones as described below. The housing element will substantially comply with State Housing Element Law (Gov. Code, § 65580 et seq.) when the necessary rezones are complete and the element is adopted, submitted to, and approved by HCD, in accordance with Government Code section 65585.

Purs
uant to Assembly Bill 1398 (Chapter 358, Statutes of 2021), a jurisdiction that did not adopt a compliant housing element within one year from the statutory deadline (October 15, 2021) cannot be found in compliance until rezones to make prior identified sites available or accommodate a shortfall of sites are completed pursuant to Government Code section 65583, subdivision (c)(1)(A) and Government Code section 65583.2, subdivision (c). As the City did not adopt a compliant element by October 15, 2022 and the necessary rezones are not complete, HCD cannot find the element in compliance. The element can be found in compliance when Program 3 (Production of New Housing Units (Shortfall Program)) is complete. Upon completion of rezones, the City should submit appropriate documentation (e.g., resolution, ordinance) for HCD’s review. HCD will review the documentation and issue correspondence identifying the updated status of the City’s housing element compliance.

ATTACHMENT #3

Jon Berg, Director

In addition, please be aware, the recent California appellate decision in Martinez v. City of Clovis found that while overlays can be used in a rezone, when the base zone allows residential development, both the base zone and the overlay zone must comply with the minimum density requirements of Government Code section 65583.2, subdivision (h).

The City may need to adjust its rezoning strategy, if the underlying zoning for sites that will be rezoned allows minimum densities less than 20 dwelling units per acre. Martinez v. City of Clovis (2023) 90 Cal.App.5th 193, 307 Cal.Rptr.3d 64.

P
ublic participation in the development, adoption and implementation of the housing element is essential to effective housing planning. Throughout the housing element process, the City must continue to engage the community, including organizations that represent lower-income and special needs households, by making information regularly available while considering and incorporating comments where appropriate. Please be aware, any revisions to the element must be posted on the local government’s website and to email a link to all individuals and organizations that have previously requested notices relating to the local government’s housing element at least seven days before submitting to HCD.

A
s a reminder, pursuant to Government Code section 65583.3, the City must submit an electronic sites inventory with its adopted housing element. The City must utilize standards, forms, and definitions adopted by HCD. While the City has submitted an electronic version of the sites inventory, if changes occur, any future re-adopted versions of the element must also submit the electronic version of the sites inventory.

The City can reach out to HCD at [email protected] f or technical assistance.

S
everal federal, state, and regional funding programs consider housing element compliance as an eligibility or ranking criteria. For example, the CalTrans Senate Bill (SB) 1 Sustainable Communities grant; the Strategic Growth Council and HCD’s Affordable Housing and Sustainable Communities programs; and HCD’s Permanent Local Housing Allocation consider housing element compliance and/or annual reporting requirements pursuant to Government Code section 65400. With a compliant housing element, the City will meet housing element requirements for these and other funding sources.

F
or your information, some general plan element updates are triggered by housing element adoption. HCD reminds the City to consider timing provisions and welcomes the opportunity to provide assistance. For information, please see the Technical Advisories issued by the Governor’s Office of Planning and Research at:
https://www.opr.ca.gov/planning/general-plan/guidelines.html.

Jon Berg, Director

HCD appreciates the hard work and dedication the housing element team provided throughout the housing element review and update process. HCD looks forward to receiving the adopted element and documentation of completed rezoning as described above. If you have any questions or need additional technical assistance, please contact Anthony Errichetto of our staff, at [email protected].

S
incerely,

P
aul McDougall
Senior Program Manager

26529.00041\42048303.1
RESOLUTION NO. PC 2024-01
A

RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF INDIAN

WELLS, CALIFORNIA, RECOMMENDING CITY COUNCIL APPROVAL OF GENERAL PLAN AMENDMENT NO. 2024-01 ADOPTING AN UPDATE TO THE GENERAL PLAN HOUSING ELEMENT FOR THE 2021-2029 PLANNING

PERIOD, AS REQUIRED BY STATE LAW, AND FINDING THE ACTION TO

BE EXEMPT FROM CEQA
W
HEREAS, pursuant to Government Code Section 65300 et seq., cities and counties are required to adopt a comprehensive, long- term General Plan to guide the social, economic, and physical development of their communities; and
W
HEREAS, Government Code Section 65302(c) mandates that said General Plan include a Housing Element to adequately plan for the City’s existing and projected housing needs, including its share of the regional housing need (RHNA); and
W
HEREAS, the California Government Code requires that cities review and update their Housing Elements every eight years, according to a schedule set forth by the State Department of Housing and Community Development (“HCD”); and
W
HEREAS, the City Council of the City of Indian Wells adopted the 2013–2021 “5th Cycle” General Plan Housing Element on November 7, 2013; and
W
HEREAS, the City of Indian Wells has been assigned an allocation of 382 new housing units as its share of the Regional Housing Needs Assessment (“RHNA”) in Southern California for the 6th Housing Element cycle covering the Planning Period 2021–2029; and W
HEREAS, in preparing the Housing Element update, and in conjunction with the City’s ongoing comprehensive General Plan update, the City developed a public engagement program that included a project website dedicated to the General Plan u pdate including the Housing Element, virtual community workshops, stakeholder interviews, advertisements, and emails, all in an effort to educate the community about housing issues and provide opportunities to gather input on housing- related topics; and
W
HEREAS, in accordance with State law, the City prepared a first draft Housing Element Update for the 6th Housing Cycle covering the 2021 –2029 planning period in accordance with California Government Code sections 65580–65589.8; and
W
HEREAS, the first draft of the 2021–2029 Housing Element Update was submitted to HCD on December 2, 2021, for a 60-day review and comment period under Government Code section 65585(b)(1); and
W
HEREAS, HCD was required to review and provide comments on the first draft and the City was required to respond to those comments in order to comply with state housing law; and W
HEREAS, the 30-day public review period on the first draft began on December 3, 2021, during which time City residents and other stakeholders were afforded an opportunity to review and comment on the content of the draft; and
ATTACHMENT #4

26529.00041\42048303.1

City of Indian Wells
Resolution No. PC 2024-01

WHEREAS, on January 27, 2022, a duly noticed public hearing on the General Plan Amendment for the first draft Housing Element was held by the City’s Planning Commission; and

WHEREAS, HCD issued a letter on January 31, 2022, finding that the draft element addressed many statutory requirements; however, HCD indicated that revisions were necessary to comply with the state Housing Element Law; and

WHEREAS, the City of Indian Wells responded by preparing a second draft Housing Element Update incorporating revisions to address HCD’s January 31, 2022, comments, in accordance with California Government Code Sections 65580–65589.8; and

WHEREAS, on May 18, 2022, a duly noticed public hearing on the General Plan Amendment for the second draft Housing Element was held by the City’s Planning Commission, at which the Commission recommended approval to the City Council; and

WHEREAS, on June 2, 2022, after consideration of information and testimony presented by City staff, the City’s Housing Element consultant, community residents and other interested parties at a duly noticed public hearing, the City Council adopted the second draft of the General Plan Amendment for the 2021 –2029 Housing Element Update as required in accordance with state law; and

WHEREAS, on June 13, 2022, as directed by the City Council at its June 2, 2022, regular meeting, and in accordance with Government Code section 65585(b)(1), the City submitted the adopted second draft of the 2021–2029 Housing Element Update to HCD for a second 60- day review period; and

WHEREAS, HCD issued a letter on August 1 2, 2022, finding that the adopted second draft addressed many statutory requirements; however, HCD again indicated that revisions were necessary to comply with the state Housing Element Law; and

WHEREAS, the City then prepared a third draft Housing Element in response to HCD’s August 12, 2022 comments in accordance with state housing law; and

WHEREAS, on June 29, 2023, a duly noticed public hearing on the General Plan Amendment for the third draft Housing Element was held by the City’s Planning Commission, at which the Commission recommended City Council adopt the third draft of 2021–2029 Housing Element Update; and

WHEREAS, on July 6, 2023, after consideration of information and testimony presented by City staff, the City’s Housing Element consultant, community residents and other interested parties at a duly noticed public hearing, the City Council adopted the third draft; and

WHEREAS, on July 7, 2023, as directed by the City Council at its July 6 , 2023, regular meeting, and in accordance with Government Code section 65585(b)(1), the City submitted the adopted third draft of the 2021–2029 Housing Element Update to HCD for a third 60-day review period; and

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City of Indian Wells
Resolution No. PC 2024-01

WHEREAS, HCD issued a letter on September 5 , 202 3, finding that the third draft addressed many statutory requirements; however, more revisions were necessary to comply with the state Housing Element Law; and

WHEREAS, the City drafted and posted a fourth draft Housing Element Update for a seven-day public-review and -comment period from November 8 , 2023, through November 15, 2023; and

WHEREAS, on November 15 , 2023, in accordance with Government Code section 65585(b)(1), the City submitted the fourth draft 2021–2029 Housing Element Update (“Final HE”) to HCD for a fourth 60-day review period; and

WHEREAS, HCD issued a letter on December 12, 2023, finding that the Final HE meets the statutory requirements of the s tate Housing Element Law, and that the City must complete any necessary rezoning to accommodate the City’s regional housing need allocation (RHNA), prior to HCD-certification of the Final HE; and

WHEREAS, in accordance with Government Code section 65583, the City finds that the Final HE (attached hereto as Exhibit A) complies with state housing law, including the duty to affirmatively further fair housing; and

WHEREAS, the Final HE cannot be found by HCD to be in substantial compliance until the City has completed necessary rezones as described in Housing Element Program 3; and

WHEREAS, the City has reviewed the project’s potential effects on the environment and has determined that the project is exempt from the California Environmental Quality Act (“CEQA”) in accordance with Section 15061(b)(3) of the CEQA Guidelines because the activity is governed by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment; and

WHEREAS, notice of a public hearing of the Planning Commission of the City to consider the subsequent draft Housing Element was given in accordance with applicable law; and

WHEREAS, on February 29th, 2024, the Planning Commission held a duly noticed public hearing on the Final HE General Plan Amendment for the 2021–2029 Housing Element; and

WHEREAS, the Planning Commission has considered information and testimony presented by City staff, the City’s Housing Element consultant, community residents and other interested parties at a public hearing held on February 29, 2024.

NOW, THEREFORE, the Planning Commission of the City of Indian Wells RESOLVES as follows:

SECTION 1. The Recitals above are true and correct and are hereby adopted as findings as if fully set forth herein.

SECTION 2. In accordance with Section 21.06.010 of the City of Indian Wells Zoning Code, the following findings for approving General Plan Amendment No. 2024-01 are made:

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City of Indian Wells
Resolution No. PC 2024-01

1. The proposed General Plan Amendment is internally consistent with the General Plan:

The amendment will replace the current Housing Element with the 2021–2029 Housing Element Update, as required by state law. The amendment is internally consistent with the goals and objectives, and policies of the General Plan, including the Land Use Element. The Housing Element Update identifies the availability of adequate sites to accommodate the City’s share of the Regional Housing Need on sites that have been previously identified for residential development, consistent with the City’s Land Use Element. A candidate site (APN 633-360-002) has been identified in the Housing Element Update Housing Program for future Development Code Amendment to establish residential densities consistent with those identified in the Housing Element Update for the City’s Candidate Rezone Site.

2. The proposed General Plan Amendment will not be detrimental to the public interest, health, safety, convenience, or welfare of the City:

The Housing Element Update contains a variety of resources that are available for the development, rehabilitation, and preservation of existing and new housing stock in the City for the purposes of protecting the general health, safety, and general welfare of the community as a whole. Specifically, the Housing Element Update identifies housing programs that assist lower- and moderate-income residents, disadvantaged groups, and those with special housing needs.

In addition, regulations established in the City’s Municipal Code implement general health, safety and general welfare objectives of the City of Indian Wells General Plan.

The Housing Element Update identifies issues, strategies, and programs that focus on neighborhood and housing preservation, housing availability, and equal housing opportunity. Preserving the City’s residential neighborhoods and maintaining the City’s housing stock are essential steps to retaining the City’s livability and character. Providing a greater diversity of housing types, such as multifamily, condominiums, townhomes, and senior housing facilities, will allow both younger and older generations of Indian Wells’ residents to remain in the community. Housing variety will also enable citizens from a wide range of economic levels to live within the City.

3. The proposed General Plan Amendment will maintain the appropriate balance of land uses within the City:

The amendment identifies issues, strategies, and programs that focus on neighborhood and housing preservation. The amendment will protect and enhance established neighborhoods while helping the City evolve into a more integrated, walkable, and cohesive community.

SECTION 3. The Planning Commission recommends that the City Council find that the General Plan Amendment is exempt from the California Environmental Quality Act in accordance with Section 15061(b)(3) of the CEQA Guidelines because the activity is governed by the general rule that CEQA applies only to projects that have the potential for causing a significant effect on the environment, and it can be seen with certaint y that there is no possibility that the adoption of this policy document would have a significant effect on the environment, directly or indirectly.

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City of Indian Wells
Resolution No. PC 2024-01

SECTION 4. The Planning Commission ADOPTS Resolution No. PC 2024-01 recommending that the City Council approve General Plan Amendment No. 2024-01 for the 2021- 2029 Housing Element inclusive of revisions necessary in order to comply with state housing law, attached hereto as Exhibit “A” and incorporated herein by reference.

SECTION 5. The City Manager or his designee is authorized to make minor modifications to the Housing Element to address comments provided by HCD, provided that the modifications would not exceed the total amount of development accommodated by the Housing Element prior to revisions and would not result in new actions by the City that would require a commitment of $20,000 or greater.

SECTION 6. The Community Development Director shall transmit this recommendation to the City Council, and the Planning Commission recommends that General Plan Amendment No. 2024-01 be scheduled for a public hearing before the City Council.

PASSED, APPROVED, AND ADOPTED by the Planning Commission of the City of Indian Wells, California, at a regular meeting held on this 29th day of February 2024.

____________________________

NICHOLAS CONWAY
CHAIR

CERTIFICATION FOR RESOLUTION NO. PC 2024-01

I, Jon Berg, Community Development Director of the Planning Department of the City of Indian Wells, California, DO HEREBY CERTIFY that the whole number of the members of the Planning Commission is five; that the above and foregoing Resolution was duly and regularly passed and adopted at a regular meeting of the Planning Commission of the City of Indian Wells on the 29th day of February 2024 by the following vote:

AYES: Bahneman, Conway, Schleimer, Shubert, Welch
NOES:

EXCUSED:

ATTEST: APPROVED AS TO FORM:

______________________________ ____________________________ JON BERG CRAIG HAYES for

COMMUNITY DEVELOPMENT DIRECTOR CITY ATTORNEY

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City of Indian Wells
Resolution No. PC 2024-01

EXHIBIT “A”

FINAL DRAFT 2021–2029 HOUSING ELEMENT

1 2021—2029

HOUSING

ELEMENT
Adopted July 6, 2023
Final Draft November 2023
City of Indian Wells
44-950 Eldorado Drive
Indian Wells, CA 92210
A
ATTACHMENT #5

2021—2029

HOUSING

ELEMENT
PREPARED FOR: CITY OF INDIAN WELLS
44-950 Eldorado Drive
Indian Wells, CA 92210
Contact: Jon Berg | Community Development Director
(760) 776-0229
www.cityofindianwells.org
PREPARED BY: DE NOVO PLANNING GROUP
180 E Main Street Suite 108
Tustin, CA 92780
Adopted July 6, 2023
Final Draft November 2023

2021-2029 HOUSING ELEMENT ORGANIZATION

Part 1: Housing Plan

Part 1 of the 2021 -2029 Housing Element is the City’s “Housing Plan”, which includes the goals, policies, and programs the City will implement to address constraints and needs. The City’s overarching objective is to ensure that decent, safe housing is available to all current and future residents at a cost that is within the reach of the diverse economic segments which comprise Indian Wells.

Part 2: Background Report

Part 2 of the 2021 -2029 Housing Element is the “ Background Report” which identifies the nature and extent of Indian Wells’ housing needs, including those of special populations, potential housing resources (land and funds), potential constraints to housing production, and energy conservation opportunities. By examining the City’s housings, resources, and constraints, the City can then determine a plan of action for providing adequate housing, as presented in Part 1: Housing Plan. In addition to identifying housing needs, the Background Report also presents information regarding the setting in which these needs occur. This information is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Appendix A: Housing Sites Inventory

The Housing Element must include an inventory of land suitable and available for residential development to meet the City’s regional housing need by income level. The California Department of Housing and Community Development (HCD) requires that the Housing Sites Inventory be prepared using a State- approved format, included here as Appendix A.

Appendix B: Public Engagement Summary

As part of the Housing Element Update the process, the City hosted numerous opportunities for the community and key stakeholders to provide feedback on existing housing conditions, housing priorities, priority areas for new residential growth, and topics related to fair housing. Public engagement was facilitated in both English and Spanish to further engage the Indian Wells community. Public participation played an important role in the refinement of the City’s housing goals and policies and in the development of new housing programs, as included in Part 1: Housing Plan. The public’s input also helped to validate and expand upon the contextual information included in Part 2: Background Report. The City’s efforts to engage the community in a meaningful and comprehensive way are summarized in Appendix B.

PART 1

HOUSING PLAN

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Table of Contents

1.  HOUSING PLAN INTRODUCTION ...........................................................................................................  3

2.  GOALS AND POLICIES ...........................................................................................................................  3 A.   CONSERVATION AND IMPROVEMENT OF HOUSING .............................................................................................. 3 B.   DEVELOPMENT OF HOUSING ........................................................................................................................... 4 C.   REMOVAL OF GOVERNMENT CONSTRAINTS ....................................................................................................... 5 D.  EQUAL HOUSING OPPORTUNITIES .................................................................................................................... 6 E.   ENERGY CONSERVATION ................................................................................................................................ 6

3.  HOUSING PROGRAMS ..........................................................................................................................  7 CONSERVATION AND IMPROVEMENT IMPLEMENTATION PROGRAMS .................................................................................. 7 DEVELOPMENT OF HOUSING PROGRAMS.................................................................................................................... 10 REMOVE GOVERNMENTAL CONSTRAINTS ................................................................................................................... 18 PROMOTE EQUAL HOUSING OPPORTUNITIES .............................................................................................................. 22 ENERGY CONSERVATION ......................................................................................................................................... 39

4.  QUANTIFIED OBJECTIVES .....................................................................................................................  40

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1. Housing Plan Introduction

The Background Report of the Housing Element establishes the housing needs, opportunities, and constraints in the City of Indian Wells. The Housing Plan presented in this section sets forth the City’s goals, policies and programs to address Indian Wells’ identified housing needs.

2. Goals and Policies

The following goals and policies focus on the maintenance and provision of a variety of housing in terms of type, afford ability, and style. The Housing Plan sets forth goals and policies to address the following issue areas: 1) conserving and improving existing housing; 2) development of housing; 3) removing constrai nts; 4) promoting equal housing opportunity; and 5) energy conservation.

A. Conservation and Improvement of Housing

GOAL 1: Conserve and improve the condit ion of the existing housing stock.

Policy 1.1: Continue enforcement of the codes an d regulations establishing minimum construction standards.

Policy 1.2: Encourage maintenance and repair of existing housing to prevent deterioration within the City.

Policy 1.3: Monitor the status of at-risk affordable rental housing units, proactively work with potential nonprofit purchasers/m anagers as appropriate and explore funding sources available to preserve the at-risk units.

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B. Development of Housing

GOAL 2: Support and encourage the development of housing affordable for all income segments of the population.

Policy 2.1: Maintain adequate capacity to accommodate the City’s unmet Regional Housing Needs Allocation (RHNA) for all income categories throughout the planning period.

Policy 2.2: Continue to provide affordable housing opportunities in Indian Wells through a density bonus incentive for the development of lower and moderate-income units.

Policy 2.3: Encourage private entities (both non-profit and for-profit) to participate in attaining housing goals.

Policy 2.4: Encourage residential development that provides a range of housing types in terms of cost, density, unit size, and configuration.

Policy 2.5: Continue to allow accessory dwelling uni ts and junior accessory dwelling units as a means of providing additional affordable rental housing opportunities.

Policy 2.6: Assist with the development of housin g that targets the needs of special populations, including the elderly, disabled, farmworkers, and homeless.

Policy 2.7: Allow by-right approval for housing developments proposed for non-vacant sites included in one previous housing elemen t inventory and vacant sites included in two previous housing elements, provided that the proposed housing development consists of at least 20 percent lower income and affordable housing units.

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C. Removal of Government Constraints

GOAL 3: Address and, where appropriate and legally possible, remove governmental constraints to the maintenance, improvement and development of housing.

Policy 3.1: Continue to utilize zoning standards an d overlay districts that facilitate the development of affordable housing units.

Policy 3.2: Provide reasonable accommodation for housing for persons with disabilities.

Policy 3.3: Periodically review City development standards to ensure consistency with the General Plan and to ensure high-quality affordable housing.

Policy 3.4: Monitor State and federal housing-relate d legislation, and update City plans, ordinances, and processes as appropriate to remove or reduce governmental constraints.

Policy 3.5: Regularly identify and evaluate the impa ct of nongovernmental constraints on housing development and implement programs to reduce negative impacts.

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D. Equal Housing Opportunities

GOAL 4: Promote housing opportunities for all persons regardless of race, religion, sex, age, marital status, familial status, ancestry, national origin, color, source of income, sexual orientation, or any other arbitrary factors.

Policy 4.1: Promote fair housing practices throughout the City.

Policy 4.2: Promote a variety of housing types to m eet the special needs of persons with physical and developmental disabilities, elderly households, and others who may need specialized residential living arrangements.

Policy 4.3: Strengthen opportunities for participatio n in the approval process for all housing projects, including affordable housing.

Policy 4.4: Assist in affirmatively furthering and enforcing fair housing laws by providing support to organizations that provide outreach and education regarding fair housing rights, receive and investigat e fair housing allegations, monitor compliance with fair housing laws, and refer possible violations to enforcing agencies.

E. Energy Conservation

GOAL 5: Encourage energy conservation in new and existing housing stock.

Policy 5.1: Incorporate into City codes, when feasible, planning and building standards that contribute to minimizing the consum ption of non-renewable resources for housing construction and rehabilitation.

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3. Housing Programs

This section describes the programs that will implement Housing Element goals and policies.

The housing programs define the specific actions the City will undertake in order to achieve the goals for the current planning period. Pursuant to State law, the programs address the following issue areas:

1. Conserve and improve the existing housing stock;

2. Develop housing;

3. Minimize the impact of constraints on housing production; and

4. Assure equal housing opportunity for all residents.

Conservation and Improvement Implementation Programs

1. Rehabilitation and Community Revitalization
Housing Rehabilitation
Although no housing units were determined to need major rehabilitation during this planning period, there are properties in need of minor repairs. Property owners may be eligible for rehabilitation assistance including rebates, grants and loans, through outside programs provided by utility providers an d other organizations. The City will refer property owners to these programs upon inquiry or proactively through code enforcement programs.

The City will prepare a “Good Neighbor Guide” that describes how residents can be good neighbors by maintaining a property in good condition. In this guide, the City will identify common types of minor repairs that residents might be interested in completing and connecting the type of repair with a specific funding opport unity. Through this process, the City will also proactively reach out to nonprofi t organizations to solicit feedback and support in preparing the guide as well as identify potential additional partnerships and resources available to help residents complete minor repairs. The Good Neighbor Guide will be distributed to all residents of Indian Wells and shared online and in hard copy.

Community Revitalization
The City will promote investments and improvements in the eastern areas of the City to ensure housing and residents in these areas are served by place-based opportunities; investments may include streetscape, active transportation, complete streets, accessibility modifications, parks, community facility improvements and recreational programs. Investments shall include at least one community revitalization project each year in census tracts with lower median household incomes (Census Tracts 449.28, 449.11, and 451.08), highest proportion of very low and low income households (eastern po rtion of Census Tract 449.11), and highest proportions of cost-burdened renters (Census Tracts 449.28, 449.11, and 451.08), and communities sensitive to displacement (eastern portion of Census Tract 449.11).

Responsible Agency: Community Development Department
Financing: General Fund; Low Moderate Income Housing Asset Fund (LMIHAF)
Program Objectives: Housing Rehabilitation: Refer property owne rs to applicable

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agencies/organizations for rehabilitation assistance
Community Revitalization: Fund at least one place-based project in the identified Census Tracts (see program description) per year, prioritizing investments that improve access to jobs, education, and transportation and/or provide enhanced
recreational and educational opportunities for residents.

Schedule: Housing Rehabilitation: Prepare and distribu te Good Neighbor Guide by December 2023; update funding and resource
information to address common minor repairs on the City’s website; annual proactive outreach to nonprofit organizations to solicit support in helping to inform and implement minor repairs; encourage the rehabilitation of at least 4 homes a year (32 during the planning period) distributed across very low, low, and moderate income households.

Community Revitalization: Fund at least one project annually, with a total of six improvement projects in the identified geographic target areas, aiming to fund at least 1 project per identified target area and at least three projects in the eastern portion of Census Tract 449.11 which rates low under multiple AFFH factors (income, cost-burden, and sensitive community).

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2. Preservation of At-Risk Units
The City of Indian Wells will implement the following programs on an ongoing basis to conserve the community’s affordable housing stock.
a. Monitor Units At Risk: Monitor projects at risk of converting to market rate within the planning period.
b. Work with Potential Purchasers: Esta blish contact with public and nonprofit agencies interested in purchasing or managing units at risk. c. Tenant Education: The California Legisl ature passed AB 1701 in 1998, requiring that property owners give a nine-month notice of their intent to opt out of low-income restrictions. The City will work with tenants of at-risk units and provide them with information regarding tenant rights and conversion procedures. The City will also provide tenants with information regarding Section 8 rent subsidies through the Riverside County Housing Authority and othe r affordable housing opportunities. The City will implement State Preservation Notice Law (Gov. Code 65863.10, 65863.11, 65863.13) which requires owners to provide tenants and affected public entities (including the City) notices regarding expiring rental restrictions starting three years before expiration.
d. Proactive Contact: The City will contact property owners of units at risk of converting to market-rate housing within one year of affordability expiration to discuss the City’s desire to preserve complexes as affordable housing. Participation from agencies interested in purchasing or managing at-risk units will be sought. Coordinate with owners of expiring subsidies to ensure tenants receive the required notices at 3 years, 12 months, and 6 months, in accordance with California law. e. Assist Tenants of Existing Rent-Restricted Units to Obtain Priority Status on Section 8 Waiting List: Work with the Rive rside Housing Authority to place tenants displaced from at-risk units on a priority list for Section 8 rental assistance. f. Rental Registry. Institute a rental registry program to identify and track rental units, including units that accept Section 8 vouchers, and affordability levels and ensure all rental properties in the Housing Inventory are in the registry.

Responsible Agency: Community Development Department
Financing: CDBG Funds, and Section 8 Vouchers/Certificates Program Objectives: Monitor the status of affordable projects at risk of converting to market rate; identify nonprofit organizations as potential purchasers/managers of at-risk housing units; explore funding sources available to preserve the affordability of projects at risk of converting to market rate or to provide replacement units; assist qualified tenants to apply for priority status on the Section 8 voucher/certificate program immediately should the owners of the at-risk project choose not to enter into additional restrictions. If multiple projects are id entified as being at-risk, the City shall prioritize maintaining affordability of units in communities sensitive to displacement (eastern portion of Census Tract 449.11) while striving to preserve all affordable

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units Citywide.

Schedule: Monitor at-risk units annually; develop rental registry by April 2025
Development of Housing Programs

3. Production of New Housing Units (Shortfall Program)
The City will explore and pursue alternative land use strategies and make necessary amendments to zoning or other land use do cuments to encourage the production of new housing units and facilitate a variety of housing choices throughout the City. These strategies include, but are not limited to, creating a new Housing Opportunity Site Overlay to increase the allowable density on 8 to 10 acres of vacant land (east side of the City), amending the City’s existing development standards to better facilitate the development of affordable units (throughout the City), encouraging higher density opportunities on religious, institutional and quasi-institutional lands (east side of the City), and allowing for urban lot splits under the parameters of the City’s Development Code throughout the City, including vacant residentially- zoned lots in the City’s existing single family neighborhoods (west side of the City).

The City has a 2021-2029 projected RHNA need of 382 housing units including 198 housing units for extremely low, very low, and low income households. The City will continue to monitor the sites currently designated by the City to accommodate its projected growth needs and use of the Affordable Housing Overlay. In addition, the City will prepare and adopt a new Housing Opportunity Site Overlay zone to accommodate residential development at densities of up to 24 du/ac for 100% affordable projects and to permit owner-occupied and rental multi-family uses by-right for projects with 20% or more units affordable to lower income households.

The City understands the housing challenges of extremely low-income households, which are a subset of very low income households who earn 30 percent or less of the median income.

This income group is most likely to experience a housing crisis when faced with rent increases, foreclosure, or other adverse event. The City will collaborate with housing developers to seek state, federal, and ot her appropriate funds and incentives targeted for the development of housing affordable to extremely low-income households through this strategy and the strategy developed in Program 6.

Rezoning Program
The City will rezone a site of at least 8 acres with the Housing Opportunity Site Overlay zone.

The site identified for rezoning is at least 8 acres and no more than 10 acres of APN 633360002, a vacant and undeveloped 34-acre parcel located at the northeast corner of Miles Avenue and Warner Trail. Pursuant to State Housing Element statutes (Govt Code section 65583.2(h)), sites identified for rezoning to address the City’s lower income RHNA shortfall shall meet the following requirements:
 Permit owner-occupied and rental multi-family uses by-right for projects with 20% or more units affordable to lower income households
 Permit a minimum density of 20 units per acre
 Allow a minimum of 16 units per site
 Accommodate at least 50 percent of the lower income need on sites designated for residential use only

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Development Standards
The City will amend its Development Code (see Program 13) to remove government constraints to housing by modifying the City’s development standards related to unit size, height limit, and parking, and will modify its processing and perm it procedures to improv e approval certainty, timing, cost, and feasibility. These modifications are essential to the City’s responsibility to affirmatively further fair housing, including promoting housing mobility and increasing new housing opportunities in higher resource areas and in areas throughout the City.

Additionally the City will continue to provide incentives and flexibility in development standards to encourage affordable housing development as outlined in Section 21.12.040 of the City’s Municipal Code and will continue to explore potential incentives and flexibility in development standards to encourage new hous ing construction within one year of the Housing Element Adoption. The City will proactively reach out to the housing development community to assist in the evaluation of potential incentives.

Religious and Community-Serving Non-Profit Lands
The City will proactively reach out to local faith-based groups and community-serving non- profits to educate the groups on opportunities available to develop affordable housing at their properties. Specifically, by October of 2024, the City will contact Southwest Church, located in east Indian Wells, in an area of highest op portunity, to help encourage the development of new housing opportunities in an area of the City where new development can be supported by infrastructure, goods, and services. The City will also coordinate with service providers such as Lift to Rise to identify interest in developing or partnering with a housing developer, as well as potential sites owned or administered by the organization to accommodate affordable housing.

Following the City’s outreach to faith-based groups and non-profits, the City hopes to promote the development of at least 30 new housing units affordable to lower-income families at faith- based sites. The City will identify potential funding opportunities for affordable housing and will work with churches and faith-based groups to identify at least 2 projects during the planning period and assist in the preparation of a funding application. The City will prioritize its assistance to projects in in areas of affluence with relatively higher incomes (Census Tracts 451.23 and 451.25).

Urban Lot Splits
California State Law (SB 9) allows for the constr uction of duplexes and urban lot splits within existing single-family residential neighborhoods. The City shall continue implementing its Development Code under the parameters of SB 9, thereby allowing for expanded housing supply in single-family zones to allow more homeownership opportunities within existing neighborhoods. The City shall also create a one-stop webpage to provide development direction for units constructed under SB 9 and provide resources promoting high standard of design and best practices. As SB 9 units would be located on smaller lots, they would be more affordable by nature than standard single-family dwellings. Lots suitable for development under SB 9 provisions are located throughout the community, including in high and highest opportunity areas. The City will promote SB 9 units, which accommodate duplexes and up to 4 units on an existing single family zoned lot through an urban lot split, in areas of affluence with relatively higher incomes (Census Tracts 451.23 and 451.25) through Program 8.

Vacant Lots Zoned for Residential Development

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The City has identified at least 11 vacant lots currently zoned for single-family residential development in western Indian Wells, generally between Cook Street, Fairway Drive, Indian Wells Lane and Highway 111. Under the City’s Urban Lot Spilt provisions (see above regarding SB 9), development of these sites could accommodate up to four units per site, for a total development potential of 44 units. As described above, given that these units would be on smaller lots, they would be more affordable than standard single-family homes and provide new housing choices on the west side of the City.

Regional Impact
All census tracts in Indian Wells are TCAC area s of high or highest opportunity (over 95% of the City is in areas of highest opportunity, with only a small portion on the west side part of a census tract that is high opportunity). However, regionally, there are other communities in the Coachella Valley, particularly to the east of Indian Wells, with lower levels of opportunity, including high segregation and poverty, low resource areas, and moderate resource areas (including areas rapidly changing). The City will maintain regular contact with regional organizations involved in supporting the hous ing needs of persons living and working in Coachella Valley, such as Lift to Rise. Lift to Rise has a goal to build 10,000 new affordable housing units in the Coachella Valley and reduce rent burden by 30% by 2028.

Through implementation of the programs included in this Housing Element to improve housing mobility and expand housing choices, Indian Wells is creating opportunities with regional impact, positively influencing mobility and choice not only in the City (where all census tracts are high or highest resource), but also in the region (where there are areas of lower resource).

Responsible Agency: Community Development Department
Financing: General Fund
Program Objectives: Expand the locations for higher-density affordable housing development throughout the City; encourage the development of at least 30 extremely low income units; 80 very low income units, 72 low income units; 54 moderate income units; and 93 above moderate income units, with 100% of the units in areas of highest TCAC opportunity; encourage the development of 30 units affordable to lower-income households on religious lands; continue to implement the City’s Development Code allowing for urban lot splits throughout the City; encourage the development of vacant sites zoned for residential uses in the City’s existing single-family neighborhoods on the west side of the City.

Schedule: Within three years of Housing Element adoption, and no later than October 2024, amend the General Plan and Zoning Code to establish the Housing Opportunity Site Overlay in order to designate adequate candidate sites with the objective of meeting the City’s remaining RHNA of 110 units. Annual identification of available funding and proactive distribution of information to the development community; updates to the City’s website to highlight incentives and flexibility in development standards available to affordable housing developers by October 2023.

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4. Residential Development Monitoring (No Net Loss)
To ensure adequate sites are available throughout the planning period to meet the City’s RHNA at all income levels, and to assist developers in identifying appropriate sites for residential and mixed use developments, the City will monitor the depletion of residential acreage, and review proposed General Plan amendments, Zone Changes, Specific Plan Amendments, and development projects, to ensure an adequate in ventory is available to meet the City’s 2021- 2029 RHNA obligations. To ensure sufficient residential development capacity is maintained to accommodate the City’s RHNA allocation, the City will develop and implement a formal ongoing (project-by-project) evaluation procedure purs uant to Government Code Section 65863 and will make the findings required by that code section if a site is proposed for development with fewer units or at a different income level(s) than shown in the Housing Element Site Inventory.

Should an approval of development result in a reduction of residential development capacity below the capacity needed to accommodate th e remaining need for lower-income, moderate- income, or above-moderate-income households, the City, and potentially the applicant (in accordance with State law), will identify and, if necessary, rezone sufficient sites within 180 days to accommodate the shortfall and ensure “no net loss” in capacity to accommodate the RHNA allocation, consistent with State law. Any rezoned site(s) will satisfy the adequate site requirements of Government Code Section 65583.2 and will be consistent with the City’s obligation to affirmatively further fair housing.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Annually monitor the City’s sites inventory and continued ability to accommodate the remaining RHNA.

Schedule: Establish a tracking progra m by December 2023; ongoing implementation and annual monitoring and reporting throughout the planning period

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5. General Plan Update
The City of Indian Wells embarked on an update to its General Plan in 2020. As part of this effort, the City is undertaking a comprehensive update to its policy document and will prepare a program-level environmental impact report (EIR) to streamline future development in Indian Wells. As part of this project, the City will identify vacant and underutilized sites in the City suitable for residential development and make this information publicly available by posting to the City’s website and maintaining information at City Hall. The updated General Plan will reflect the Housing Element’s commitment to affordable housing. Through preparation and certification of the Program EIR associated with the General Plan, the City can streamline future development of affordable units on City-owned sites and on other properties that, by proximity to transit, schools, an d other amenities, are preferred for affordable housing development.

Specifically, the City’s Land Use Element will designate these sites as suitable for the development of affordable housing and all Elements of the General Plan will recognize the City’s responsibility to maintain adequate sites to accommodate its remaining RHNA at all income levels for the duration of the planning period in accordance with state law. The General Plan will also identify new goals, policies, and programs to support new development in the City, including methods to provide increased sites, hous ing choices (e.g. duplexes to fourplexes) and opportunities for residential development at all income levels , to promote a more sustainable and equitable community. This includes creating a new land use designation to allow for densities higher than those currently allowed under the City’s existing Medium-High Density Residential Zone , identifying mechanisms and sites to accommodate employee and faith-based housing, modifying land use and zoning designation to permit and including programs to address accommodating 2- to 4-uni t development in areas designated for single family uses, through unitsfacilitate housing choices and lot splits allowed under SB 9; the City will prepare and adopt new development standards to support implementation of the land use designation, including facilitati ng maximum densities, w i t h i n 1 2 m o n t h s o f G e n e r a l P l a n adoption.

Responsible Agency: Community Development Department
Financing: General Fund, grant programs, as available
Program Objectives: Updated General Plan and Program EIR that provides capacity for the 6 th Cycle RHNA plus additional capacity of at least 10 extremely low, 15 very low income, 20 low income, 20 moderate income, and 20 above-moderate income units to assist in accommodating future RHNA cycles with a target of 50 percent in target concentrated areas of affluence and relatively higher incomes, including western and southern portions of the City.

Schedule: December 2024

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6. Evaluate Alternative Fund ing and Financing Mechanisms The City of Indian Wells will collaborate with private, non-profit, state and federal entities to investigate alternative methods for funding and financing the construction of new housing units and rehabilitation and preservation of existing units citywide. In particular, Indian Wells will continue to maintain regular collaboration with Lift to Rise’s Housing Collaborative Action Network (CAN) and actively support its five ke y strategy areas, which includes growing the “We Lift: Coachella Valley Housing Catalyst Fund” to leverage public and private capital and mitigate risk for affordable housing develo pers. Indian Wells wi ll establish continued communication with local, state and federal le gislators to encourage the establishment of alternative funding and financing mechanisms. The City will identify an initial list of potential funding and financing mechanisms within six months of the Housing Element adoption and within one year prepare a strategy to seek for funding for housing construction and rehabilitation when appropriate and available. On a biennial basis, the City will review and update the strategy as appropriate.

Through its General Plan Update, the City will work with an economic consultant to analyze the viability of different funding and financing mechanisms and will present the information to the City Council for consideration and direction. The results of this analysis will be included in the General Plan Update Economic Development El ement and included as a program associated with implementation of the General Plan.

Responsible Agency: Community Development Department
Financing: General Fund
Program Objectives: Identify and pursue alternative funding and financing mechanisms.

Schedule: Evaluate alternative funding and financing mechanisms by December 31, 2023; Develop strategy by June 30, 2024; Review and update strategy bi-annually; Apply for funding annually

7. Replacement of Affordable Units
C o n s i s t e n t w i t h t h e r e q u i r e m e n t s o f G o v e r n m e n t C o d e S e c t i o n 6 5 5 8 3 . 2 ( g ) , d e v e l o p m e n t projects on sites in the housing inventory (Appendix A) that have, or have had within the past five years preceding the application, residential uses restricted with rents affordable to low- or very low-income households or residential uses occupied by low- or very low-income households, shall be conditioned to replace all such units at the same or lower income level as a condition of any development on the site, and such replacement requirements shall be consistent with Section 65915(c)(3).

Responsible Agency: Community Development Department
Financing: General Fund
Program Objectives: For all project applications, id entify need for replacement of affordable housing units and ensure replacement, if required, occurs.

Schedule: Ongoing implementation and annual monitoring and reporting throughout the planning period

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8. Accessory Dwelling Units and SB 9 Units
Accessory dwelling units (ADUs) , and junior accessory dwelling units (JADUs) ,and SB 9 units help meet the City’s housing needs for all income levels and also provide a housing resource for seniors and low- and moderate-income households throughout the entire community, not just in any single geographic area.

The City of Indian Wells will amend its ADU Ordinance to be consistent with California Government Code Sections 65852.150 and 65852.2 and submit its Ordinance to HCD for review as required by state law. The City will continue to monitor and amend the ordinance as needed based on future changes to State law. The City will also continue to monitor the extent of ADU production to ensure that the ordinance modi fications are successful and that the Housing Element goals can be met.

In addition, by June 2024, the City will research and pursue the development of a program that would provide low-interest loans to single-family homeowners and grants to homeowners with household incomes of up to 80% of the Area Median Income to develop accessory dwelling unitsADUs, JADUs, and SB 9 units with affordability restrictions on their property. This research should also explore outside fund s. If funding is available, establish a pilot program by June 2025 and implement at least annually thereafter with a goal of achieving at least two deed restricted ADUs and SB 9 units annually.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Amend the City’s ADU Ordinance, send to HCD for review; survey and evaluate potential methods to encourage ADU
development throughout the community and adopt appropriate procedures, policies, and regulatory provisions. Monitor State law for future updates to ADU regulations and update the City’s Development Code to be consistent with future updates as needed. Continue educating the community on the opportunity to develop ADUs and SB 9 units and promote the development of ADUs and SB 9 units affordable to lower-income households.

Continue to provide information about ADUs and SB 9 units on the City’s website and on public counters. Research financial assistance for qualified property owners to build ADUs and SB 9 units using state funds (such as CalHOME funds) and pursue state funding available to assi st low- and moderate-income homeowners in the construction of ADUs, JADUs, and SB 9 units.

Provide technical resources online to assist with ADU, JADU, and SB 9 unit development, including an ADU factsheet with a summary of requirements for ADUs/JADUs and permit fees
required, and information regarding available local, regional, and State funding programs, such as CalHFA grants and a SB 9 unit and urban lot split factsheet with a summary of requirements for SB 9 units and urban lot splits, and permit fees required, and information regarding available local, regional, and State funding programs, such as CalHFA grants. Conduct outreach and education on ADU and SB 9 op tions and requirements to
homeowners and Homeowners’ Associations. Target 20% of ADU

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and SB 9 unit production to be within concentrated areas of affluence and relatively higher incomes (Census Tracts 451.23 and 451.25).

Schedule: Amend ADU Ordinance and submit to HCD by October 2023; biennial review of ADU production and affordability projections and based on the review of production and affordability, evaluate the City’s housing inventory and, if projections are not consistent with those included in the Housing Element, take action within six months to maintain adequate ability to accommodate the City’s remaining RHNA by income level Research financial assistance programs by 2024 and pursue funding and establish a pilot program by June 2025. Provide technical resources online in 2024. Conduct outreach and education to homeowners and Homeowners’ Associations bi-annually (2024, 2026, 2028).

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9. Public Property Conversion to Housing Program/City Owned Sites The City will maintain a list of surplus City-own ed lands, including identification of address, APN, General Plan land use designation, zoning, current use, parcel size, and status of surplus land or exempt surplus land. The City will work with non-profits and other public agencies to evaluate the feasibility of transferring City-owned surplus lands that are identified as feasible for conversion to affordable housing and that are not committed to other City purposes for development of affordable housing by the private sector. The City will also reach out to developers to advertise availabl e sites, as they are identified. The inventory will be updated annually in conjunction with the APR. Any di sposition of surplus lands shall be conducted consistently with the requirements of state law. It is noted that the City is not relying on any City-owned property to accommodate its re maining RHNA and that development of any additional City-owned property as affordable housing, beyond the City-owned site where the proposed Abode Communities project is locate d, would provide new housing opportunities beyond the 2021-2029 RHNA. While there are no other City-owned properties available for development during the planning period (beyond the proposed Abode Communities site) due to preexisting constraints, shou ld another property become available, the City will, within a reasonable timeframe, issue a request for propos als for development of the site and identify and implement other incentives and programs to facilitate development of the site for affordable housing.

Responsible Agency: Planning Department
Financing: General fund
Program Objectives: Maintain a list of surplus City-o wned lands for the duration of the planning period; collaborate wi th developers of affordable housing to explore opportunities to develop affordable housing at City-owned lands.

Continue to make City-owned lands available for the
development of affordable housing and support the development of at least 99 affordable units at City-owned property during the planning period.

Schedule: Prior to disposing of any of th e City-owned sites, the City shall comply with applicable Surplus Land laws and Surplus Land Guidelines issued by HCD, and consult with HCD regarding any questions. The City will evaluate whether to sell the sites or ground lease them to one or more developers.

Remove Governmental Constraints

10. Monitoring Potential Constraints
The City will periodically review City regulations, procedures and fees to identify any potential constraints to the development and maintenance of housing. The City will outreach to the development community to assist in this review. If the City finds that regulations, procedures and/or fees are a constraint to housing, the City will revise requirements or policies as necessary.

Responsible Agency: Community Development Department

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Funding: General Fund
Program Objectives: Review and revise the zoning and development standards if needed.

Schedule: Annual review of City regulati ons, procedures, and fees to identify constraints; if constraints are identified, work to reduce or remove constraints within 1 year of identification.

11. Monitoring Reasonable Accommodation Procedures
The City will evaluate adopted reasonable acco mmodation procedures annually and revise as appropriate to ensure consistency with fair housing requirements.

Responsible Agency: Community Development Department
Funding: General Fund
Program Objectives: Review and revise reasonable accommodation procedures if needed.

Schedule: Annually

12. Development Guidelines and Procedures
The City shall maintain existing development guidelines, which specify the procedures, materials, time frames, and costs associated with various zoning and subdivision applications.

The objective is to provide potential developers with an informational package clearly explaining the development review procedure as well as the possible incentives available for affordable housing development.

Responsible Agency: Community Development Department
Funding: General Fund
Program Objectives: Provide information online and at the public counter.

Schedule: Annually

13. Development Code Amendments – Housing Constraints

The City shall update the Development Code to remove constraints to a variety of housing types and ensure the City’s standards and permitting requirements are consistent with State law. The update shall address the following.

1. Low barrier navigation centers: The Development Code shall be updated to define and permit low barrier navigation centers consistent with the requirements of Government Code Sections 65660 through 65668, including treating low barrier navigation centers as a use by right in areas zoned for mixed use and nonresidential zones permitting multifamily uses.

2. Agricultural worker housing: The Development Code will be updated to define agricultural worker housing and to identi fy that any agricultural worker housing consisting of no more than 36 beds in a group quarters or 12 units or spaces shall

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be deemed an agricultural land use and permitted in the same manner as agricultural uses consistent with Health and Safety Code Section 17021.6. The Development Code will also be updated to provide for streamlined, ministerial approval of agricultural worker housing that meets the requirements of Health and Safety Code Section 17021.8.

3. Streamlined and ministerial review for eligible affordable housing projects: The Development Code will be updated to ensure that eligible multifamily projects with an affordable component are provided stre amlined review and are only subject to objective design standards consistent with relevant provisions of SB 35 and SB 330 as provided by applicable sections of the Government Code, including but not limited to Sections 65905.5, 65913.4, 65940, 65941.1, 65950, and 66300. State law defines objective design standards as those that “involve no personal or subjective judgement by a public official and are uniformly verifiable by reference to an external and uniform benchmark or criterion available and knowable by both the development applicant and public official prior to submittal.”

4. Transitional and Supportive: The Zoning Code shall be revised as necessary to ensure that transitional and supportive housing are allowed in residential and mixed-use zones in accordance with Government Code Section 65583(c)(3), and to allow eligible supportive housing in zones where multi-family and mixed uses are permitted in accordance with Government Code Sections 65650 through 65656.

5. Emergency shelter parking: The Development Code will be updated to require sufficient parking to accommodate all st aff working in the emergency shelter, provided that the standards do not require more parking for emergency shelters than other residential or commercial uses within the same zone, in compliance with AB 139.

6. Employee Housing for Six or Fewer Employees. The Development Code will be updated in accordance with Health and Safety Code Section 17021.5 which requires employee housing for six or fewer employ ees to be treated as a single-family structure and permitted in the same manner as other dwellings of the same type in the same zone.

7. Multi-Family Housing. The City will review and amend the permitting procedures for multi-family housing, including specifically removing the requirement for approval of a Conditional Use Permit, and remove any other identified constraints.

8. Residential Care Facilities. The City will review and amend the permitting procedures, application requirements, and development standards applicable to residential care facilities for persons of 7 or more to ensure consistency with state and federal laws to promote objectiv ity and greater approval certainty. The revisions shall allow group homes for 7 or more people in all residential zones.

9. Development Standards. The Development Code will be amended to modify various development standards identified as a potential constraint to the development and affordability of housing; these amendm ents include reducing the minimum unit size, increasing the height limits for multifamily projects to accommodate three- story development, and modifying multifamily parking standards (both reducing numbers required and relaxing restrictions on garages).

Responsible Agency: Community Development Department
Funding: General Fund
Program Objectives: Revise the Development Code in accordance with this program

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by December 2024.

Schedule: Development Code adoption in 2024

14. Density Bonus Ordinance
The City will amend its Density Bonus Ordinance consistent with State law, including density bonuses and incentives for projects that contai n 100% very low- and low-income units. The City will monitor State law updates which impact density bonuses and will update local plans and programs as necessary.

Responsible Agency: Planning Department
Funding: General fund
Program Objectives: Update the Development Code; Promote the use of density bonus incentives to developers and provide technical assistance to developers in utilizing density bonus for maximize feasibility and meet local housing needs.

Schedule: Development Code adoption in 2024; Ongoing implementation and annual monitoring and repo rting throughout the planning period

15. Emergency Shelters
The Development Code will be updated to allow emergency shelters consistent with the requirements of Government Code Section 65583(a)(4) and to allow emergency shelters ancillary to permitted places of worship and churches, consistent with the federal Religious Land Use and Institutionalized Persons Act. The Development Code will be revised to define emergency shelters consistent with Government Code Sections 65582 and 65583(a)(4) and to identify at least a zone or zones where residential uses are permitted; where emergency shelters are allowed as a permitted use without any disc retionary permit; and where there is adequate capacity to accommodate at least one year-round emergency shelter that is adequate to accommodate the unhoused need in the unincorporated county. Emergency shelters will be subject to objective standards, as allowed by Government Code Section 65583(a)(4)(B) to address:
i. The maximum number of beds or persons permitted to be served nightly by the facility.
ii. Sufficient parking to accommodate all staff working in the emergency shelter, provided that the standards do not require more parking for emergency shelters than other residential or commercial uses within the same zone. iii. The size and location of exterior and interior onsite waiting and client intake areas.
iv. The provision of onsite management.
v. The proximity to other emergency shel ters, provided that emergency shelters are not required to be more than 300 feet apart.
vi. The length of stay.

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vii. Lighting.
viii. Security during hours that the emergency shelter is in operation.

Responsible Agency: Planning Department
Funding: General fund
Program Objectives: Update the Development Code consistent with state and federal regulations.

Schedule: Within one year of Housing El ement adoption (7/6/2023)April 2025

Promote Equal Housing Opportunities

16. Fair Housing Policy Procedures
The City will maintain a listing of fair housing groups serving Riverside County and refer fair housing-related complaints to these groups. Fair housing policy procedures will be made available at City Hall, on the City’s website and advertised in the City Newsletter on a periodic basis. In addition, the City will partner with fair housing organizations to ensure that residents have information about the California Tenant Protection Act of 2019 (AB 1482).

Responsible Agency: Community Development Department
Financing: General Fund
Program Objectives: Develop print and online (including links to the City’s website) educational materials and make ma terials availability at City facilities, on the City's website, and at apartment complexes throughout the City regardin g fair housing/equal housing opportunity requirements and tenant rights; act as a liaison between the public and appropriate agencies in matters
concerning housing discrimination within the City and refer discrimination complaints to the appropriate agencies,
specifically the Fair Housing Council of Riverside County (FHCRC).

Schedule: Provide information by December 2023 and review annually to ensure that any materials, links, and info provided are current; ongoing implementation and reporting

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Tent

17. Section 8 Housing Choice Vouchers
The County of Riverside currently administers the Section 8 Rental Assistance program on behalf of the City. Based on future congressional appropriations, the County Housing Authority will apply for additional funding which will enable the Housing Authority to administer additional vouchers for families, elderly, and persons with disabilities over the Housing Element planning period. While the City is not authorized to administer a Section 8 program, the City will continue to provide referral services on behalf of the County and di sseminate information to City residents. Qualified residents at both of the City’s affordable housing properties (Indian Wells Villas and Mountain View Villas) currently use Section 8 rental assistance.

According to the County Housing Authority, in 2022 a total of 34 Housing Vouchers were provided to Indian Wells residents including 10 elderly and disabled individuals, 24 seniors, and two veterans.

Responsible Agency: County of Riverside
Financing: HUD
Program Objectives: Provide information on Section 8 Housing Choice Vouchers at City Hall and on the City’s website and refer 100% of inquiries to the County of Riverside; continue to cooperate with the County of Riverside to continue to assist 34 households annually, and expand assistance by 5%, particularly to seniors (i.e. conserve and expand households receiving vouchers/property owners participating in program; work with the City’s fair housing services provider to encourage property owners to participate in the Housing Choice Vouchers Program
Schedule: Share information regarding the Section 8 program online and/or in hard copy at least annually; ongoing implementation and reporting

18. Support for Persons Experiencing Homelessness
The City will coordinate with the County of Ri verside, the Coachella Valley Associations of Government, adjacent jurisdictions and local non-profits and service providers to address the needs of persons experiencing homelessness in the Coachella Valley.

Responsible Agency: Community Development Department
Financing: General Fund
Program Objectives: Address issues of homelessness
Schedule: Meet at least annually with key organizations and stakeholders involved in addressing the n eeds of persons experiencing homelessness in the Coachella Valley; provide a presentation to the City Council following annual meetings.

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19. Support for Persons with Developmental Disabilities The City shall support the ability of persons with developmental disabilities to live in integrated community settings by coordinating with the In land Regional Center to identify the housing needs of persons served by the Center, promote opportunities for supportive living services and support efforts to eliminate barriers to housing for persons with developmental disabilities.

Responsible Agency: Community Development Department
Financing: General Fund
Program Objectives: Adequate housing for persons with developmental disabilities Schedule: Meet with the Inland Regional Center at least annually to discuss the needs of persons with developmental disabilities; provide information on the City’s website and in hard copy at City Hall by October 2022; update information at least annually;
proactively advertise available resources using the City website and other media platforms; proac tive outreach to non-profit developers at least biannually.

20. Affirmatively Furthering Fair Housing Program
To comply with California Government Code Sections 8899.50, 65583(c)(5), 65583(c)(10), 65583.2(a) (AB 686), the City will develop a plan to Affirmatively Further Fair Housing (AFFH).

The AFFH Plan shall take actions to address significant disparities in housing access and needs for all persons regardless of race, color, religion, sex, gender, sexual orientation, marital status, national origin, ancestry, familial status, source of income, or disability, and any other characteristic protected by the California Fair Employment and Housing Act (Part 2.8, commencing with Section 12900, of Division 3 of Title 2), Government Code Section 65008, and any other state and federal fair housing and planning law. Specific actions include:

Fair Housing Education and Outreach (Addresses Moderate Priority Contributing Factor)  In conjunction with the City’s comprehensive General Plan Update and Lift to Rise, educate the community on what affordable/attainable housing means and who it benefits.
 Annual training of City staff, including through coordination with local advocacy groups or the Fair Housing Council of Riverside County, on how to receive, log, refer, and follow-up on fair housing complaints. If resolution was not obtained for any complaints, refer complaint to HCD to ensure that affordable housing laws are actively enforced.  Biennial fair housing update to the City Council.
 Meet with developers annually to identify special housing needs in the City (i.e., housing for seniors or persons with disabilities) and encourage development of special needs housing that accesses the population of Indian Wells.
 Meet with disability service providers, including Desert Arc, to identify whether there is unmet demand anywhere in the City by March 2024. If an unmet demand is realized, work with providers to secure funding to expand services by March 2025.  Require, provide incentives and utilize other strategies to promote affirmative marketing plans in all new developments. The affirmative marketing plan will consider regional housing registries and ensure marketing materials for new developments are

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designed to attract renters and buyers of diverse demographics, including persons of any race, ethnicity, income, disability and familial status.  Implement Program 16: Fair Housing Policy Procedures
Housing Mobility Enhancement
 Work with local organizations and non-profits to encourage, expand, and publicize fair housing requirements as part of programs that provide rental assistance to lower income households.
 Actively recruiting residents from neighborhoods of concen trated poverty to serve or participate on boards, committees, and other local government bodies as positions are made available due to the regular appointment process or vacancies.  Provide education to the community on the importance of participating in the planning and decision-making process and completing Census questionnaires.  Continue to implement the City’s Development Code which allows for urban lot splits and duplexes under the parameters of SB 9, thereby allowing for expanded housing supply in single-family zones. In coordina tion with research being conducted at the State level, evaluate and pursue opportuni ties to incentivize and provide funding assistance for homeowners to provide affordable units under SB 9.  Coordinate with the Riverside County Hous ing Authority in 2024 about utilizing a mobility counseling program in Indian Wells. This program would market landlords and property owners and inform Housing Choice Voucher holders about their residential options in areas throughout the City and pr ovides holistic support to voucher holders seeking to move to areas outside of focus. Through landlord outreach and mobility counseling, the City's goal will be to increase Housing Choice Vouchers by 5% and through implementation of the City’s Development Code urban lot split provisions, seek to integrate at least two units annually in areas outside of focus areas.  Work with resort owners to identify and support opportunities for workforce housing development in the community, including on resort property  Accessibility Improvements: Research and pursue funding opportunities at least every other year to make accessibility improvements to homes and community infrastructure.  Implement Program 8: Accessory Dwelling Units
 Implement Program 11: Monitoring Reasonable Accommodation Procedures  Implement Program 18: Support for Persons Experiencing Homelessness  Implement Program 19: Support for Persons with Developmental Disabilities New Housing Choices (Addresses High Priority Contributing Factors) The City will implement the following actions in combination with the Housing Mobility Enhancement actions (see above) to target 150 units or assisted households in the planning period with a goal of 50 percent in concentrat ed areas of affluence and relatively higher incomes, including western and southern portions of the City.  Develop incentives or other strategies to promote housing choices and affordability in all development throughout the City.
 Develop or participate in a home sharing/ home matching program to promote long- term rental of rooms in underutilized homes as a method to increase access to higher income areas, high resource areas, and promote access to opportunities.  Develop an employee housing program targeted at resorts and top employers to increase access to affordable housing and increase access to job opportunities.

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 Implement Program 3: Production of New Housing Units
 Implement Program 5: General Plan Update
 Implement Program 6: Evaluate Alternative Funding and Financing Mechanisms  Implement Program 9: Public Property Conversion to Affordable Housing Place-Based Strategies for Community Preservation and Revitalization  On an ongoing basis, and at least annually, review land use and planning proposals to ensure that the City is replacing segregated living patterns with integrated and balanced living patterns, where applicable and feasible, and working to transform racially and ethnically concentrated areas of poverty into areas of opportunity without displacement.
 Implement Program 1: Rehabilitation
 Implement Program 2: Preservation of At-Risk Units

Displacement Protection
 Target community revitalization efforts to areas with lower opportunities levels and develop strategies to enhance mobility and reduce displacement  Implement Program 7: Replacement of Affordable Units
 Implement Program 17: Section 8 Housing Choice Vouchers As shown in Table 1, the City intends to complete the necessary actions to meet the State AFFH requirements. These actions are integrated into the Housing Plan for the overall 6th Cycle Housing Element with the specialized timeframes for expedited implementation. The rationale for identifying these actions is to ensure they are implemented in a timely manner to better serve the Indian Wells community. These actions are intended to alleviate the main issues identified in the AFFH analysis and the City intends to implement these and all the programs outlined above during the 2021-2029 planning period. In addition, the City intends to monitor the AFFH actions on an annual basis in conjunction with the preparation of the Annual Progress Report (APR) to ensure the goals are being met. If any action items are not being achieved, the City will adjust its metrics, timeframes, and commitments as necessary to ensure it meets its AFFH goals.

Responsible Agency: Community Development Department
Financing: General Fund, CDBG, grant funding
Program Objectives: Facilitate equal and fair housin g opportunities by implementing measures to affirmatively further fair housing and opportunities for all persons regardless of race , religion, sex, age, marital or familial status, ancestry, national origin, color, disability, or other protected characteristics through actions identified in Table 1.

Timing: Ongoing implementation and annual monitoring and reporting throughout the planning period; see individual actions and supporting programs for specific commitments, geographic targeting, discrete timelines, and metrics as summarized in Table 1.

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TABLE 1: FAIR HOUSING PROGRAM ACTION ITEMS
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
Fair Housing Education and Outreach
Education and Outreach Reduce fair housing discrimination resulting from a lack of local fair housing education, outreach,
and/or resources.
 Train City staff, including
through coordination with local
advocacy groups or the Fair
Housing Council of Riverside
County, on how to receive,
log, refer, and follow-up on fair
housing complaints;
 Meet with developers to
identify special housing needs
in the City (i.e. housing for
seniors or persons with
disabilities) and encourage
development of special needs
housing;
 Meet with disability service
providers, including Desert
Arc, to identify whether there
is unmet demand anywhere in
the City;
 Require, provide incentives,
and utilize other strategies to
promote affirmative marketing
plans in all new developments,
which are designed to attract
renters and buyers of diverse
demographics, including
persons of any race, ethnicity,
income, disability, and familial
status.
 Medium
priority/ June
2024
 Citywide  Provide annual fair
housing training to
City staff;
 Provide biannual fair
housing update to
City Council;
 Increase the number
of meetings with
developers annually
in order to advocate
for special needs
housing by 50%;
 Meet with disability
service providers by
March 2024, and if
an unmet demand is
realized, work with
providers to secure
funding to expand
services by March
2025.

Fair Housing Services Fair Housing Policy Procedures (Program 16)

 Provide information and
brochures regarding fair
housing/equal housing
opportunity requirements with
links to the City website;
 Medium
priority/ June
2024 Element
adoption
 Citywide  Provide information
(2023) and review
annually to ensure
that any materials,
links, and info
provided are current.

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Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
 Act as a liaison between the
public and appropriate
agencies in matters
concerning housing
discrimination within the City
and refer discrimination
complaints to the appropriate
agencies, specifically the Fair
Housing Council of Riverside
County (FHCRC).
 Increase the number
of electronic posts to
advertise fair
housing issues by
20%.

Housing Mobility Enhancement
Accessory Dwelling Units
(ADUs)
Accessory Dwelling Units (Program 8)

Encourage the development of ADUs throughout
the City, and especially on the west side, to
expand housing opportunities for all income
levels (particularly lower and moderate-income
households) and special needs groups.

 Update the City’s ADU
Ordinance;
 Monitor State law for future
updates to ADU regulations
and update the ADU
Ordinance as needed;
 Monitor the production and
affordability of ADUs biannually
to ensure the City is meeting
the assumption of 3 ADUs per
year as outlined in this Housing
Element;
 Evaluate methods to
encourage ADU development
and adopt appropriate policies,
procedures, and regulatory
provisions;
 Continue educating the
community on the opportunity
to develop ADUs and promote
the development of ADUs
affordable to lower-income
households;
 Continue to promote ADUs on
the City’s website and at public
 High priority/
October 2023
 Citywide; target
marketing in
higher
opportunity areas
and on west side
of the City
 Target 20% of
ADU production
to areas of
affluence with
relatively higher
incomes (Census
Tracts 451.23
and 451.25)
 Update ADU
Ordinance by
October 2023;
 Perform biennial
review of ADU
production and
affordability, and if
production is not
consistent with
Housing Element
projections, act
within 6 mons to
maintain ability to
accommodate
remaining RHNA by
income level;
 Identify additional
methods to
encourage ADU
production
(ongoing);
 Conduct outreach to
homeowners and
homeowner
association to
promote ADU

City of Indian Wells 2021-2029 Housing Element

Housing Element Housing Plan | Page HP-29
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
counters;
 Research the development of a
program that would provide low
interest loans and grants to
homeowners with household
incomes of up to 80% of AMI to
develop ADUs with affordability
restrictions on their property.
production,
prioritizing outreach
efforts in
concentrated areas
of affluence/higher
income
 Research ADU
loan/grant program
by June 2024 and
establish a pilot
program by June
2025;
 Achieve two deed
restricted ADUs
annually.

Reasonable Accommodations Monitoring Reasonable Accommodation Procedures (Program 11)
 Review and revise reasonable
accommodation procedures if
needed.
 High priority/
June 2024
 Citywide  Ongoing provision of
reasonable
accommodations.
 Evaluate 100% of
reasonable
accommodation
requests consistent
with all applicable
laws and
regulations.

Homeless Assistance Support for Persons Experiencing Homelessness (Program 18)
 Coordinate with key
organizations and stakeholders
involved in addressing
homelessness in the Coachella
Valley.
 High priority/
June 2024
 Citywide and
regionally (note
that the 2020 PIT
Count identified
only one person
in the City
experiencing
homelessness)
 Meet annually with
organizations and
stakeholders
involved in
addressing
homelessness;
 Provide annual
presentation to the
City Council on

City of Indian Wells 2021-2029 Housing Element
Housing Element Housing Plan | Page HP-30
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
homelessness in the
region.
 Support regional
programs and
actions that address
the needs of persons
experiencing
homelessness with
the goal of
increasing the
number of persons
in the region
receiving services by
5%
Support for Persons with
Disabilities
Support for Persons with Developmental
Disabilities (Program 19)
 Promote opportunities for
supportive living services and
support efforts to eliminate
barriers to housing for persons
with developmental disabilities;
 Provide information on the City
website and at City Hall;
 Proactively advertise available
resources on the City website
and other media platforms;
 Conduct outreach to non-profit
developers.
 High priority/
June 2024
 Citywide  Meet annually with
the Inland Regional
Center to discuss
the needs of persons
with developmental
disabilities;
 Increase the number
of educational flyers,
electronic posts, and
other methods of
communication
regarding
opportunities for
persons with
developmental
disabilities by 25%;
 Conduct annual
outreach to non-

City of Indian Wells 2021-2029 Housing Element

Housing Element Housing Plan | Page HP-31
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
profit developers.

New Housing Choices and Affordability in Higher Opportunity Areas Provide Housing Opportunities
in Higher Opportunity Areas for
all Members of the Community
Production of New Housing Units (Shortfall
Program) (Program 3)
 Expand the locations for
higher-density affordable
housing development
throughout the City;
 Encourage residential
development in areas of
highest TCAC opportunity;
 Encourage the development of
affordable housing on religious
lands;
 Continue to implement the
Development Code to allow for
urban lot splits throughout the
City and promote opportunities
throughout the City but
especially on the west side;
 Encourage the development of
vacant sites zoned for
residential uses in the City’s
existing single-family
neighborhoods.
 High priority/
October 2024
 Citywide  Update General Plan
and Zoning Code to
establish the
Housing Opportunity
Site Overlay in order
to accommodate
remaining RHNA of
110 units by October
15, 2024.
 Identify available
funding for housing
development
annually, and
distribute information
to the development
community;
 Update City website
to highlight
incentives and
flexibility in
development
standards by
October 2023.

Provide Housing Opportunities
in Higher Opportunity Areas for
all Members of the Community
Home Sharing and Matching
Sharing a home promotes independent living,
provides additional income for the provider, an
affordable rent for the seeker, and the potential
for deeper relationships for both. Shared housing
promotes the efficient use of the housing stock,
and can help address the housing needs of
seniors in our community. Home sharing
programs match lower income home seekers
with homeowners with excess space who are
interested in sharing their homes.
 In 2024, explore participation in
an existing home match/home
sharing program or initiate a
pilot program designed to
match owners and tenants to
increase long-term (30 or more
days) housing opportunities.

Review home sharing and
home matching programs for
procedures to review and vet
applicants to ensure safety of
participating homeowners.
 High Priority /
October 2024
 Citywide,
targeting
homesharing
opportunities in
areas of affluence
with relatively
higher incomes
(Census Tracts
451.23 and
451.25)
 Begin reviewing and
exploring home
share and home
match programs in
October 2024
 Recommend
program for
participation or
initation of pilot
program to City
Council by April

City of Indian Wells 2021-2029 Housing Element
Housing Element Housing Plan | Page HP-32
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
Example programs include
Home Match Marin, Covia
Home Share, Healthy Aging
Martha’s Vineyard, and City of
Los Angeles Home-Sharing
programs.
 Actively promote home sharing
and long-term rental of
underutilized homes, unused
homes (second homes,
vacation homes), or portions of
homes through local senior
organizations, through
providing information to
property owners, neighborhood
organizations, and homeowner
associations on an annual
basis and making information
available on the City website
and at City Hall.
2025
 Promote home
match/home share
program annually
 Perform outreach to
homeowner
associations and
local senior
organizations in
areas of affluence
annually.

Provide Housing Opportunities
in Higher Opportunity Areas for
all Members of the Community
Employee Housing
Increase housing opportunities in resort areas
and in proximity to Indian Well’s high-volume
employers.
 Evaluate programs and funding
sources to provide affordable
employee housing and develop
an employee housing program,
which may include an
employee housing requirement
or in-lieu fee for new non-
residential development, to
provide housing affordable to
Indian Well’s workforce.
 Coordinate with high-volume
employers, hotels, and resorts
to identify employee housing
needs, potential sites for
employee housing, and best
practices for employee
housing.
 Coordinate with Desert Sands
 Medium
Priority/
October 2025
 Citywide, with a
target of
providing 15% of
employee
housing in areas
of affluence with
relatively higher
incomes (Census
Tracts 451.23
and 451.25)
 Evaluate potential
programs and
funding methods by
June 2025
 Adopt an employee
housing program by
June 2026
 10 employee
housing units
affordable to lower
income workers
 15% of units in areas
of affluence

City of Indian Wells 2021-2029 Housing Element

Housing Element Housing Plan | Page HP-33
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
Unified School District to
determine feasibility of
developing housing on school
district parcels in (per 2016
Teacher Housing Act).

Provide Housing Opportunities
in Higher Opportunity Areas for
all Members of the Community
General Plan Update (Program 5)  Identify vacant and
underutilized sites in the City
suitable for residential
development and make this
information publicly available
by posting to the City’s
website;
 Evaluate the viability of
creating a new land use
designation to allow for
densities higher than currently
allowed under the City’s
existing Medium-High Density
Residential Zone
 High priority/
April 2025
 Citywide  Prepare and adopt
new development
standards to support
implementation of
the land use
designation within 12
months of General
Plan adoption.
 Set the zoning
designation(s) in
place to
accommodate the
development of the
City’s remaining
RHNA of 110 units.

Provide Housing Opportunities
in Higher Opportunity Areas for
all Members of the Community
Evaluate Alternative Funding and Financing
Mechanisms (Program 6)
 Collaborate with private, non-
profit, state, and federal
entities to investigate
alternative methods for funding
and financing construction of
new housing units and
rehabilitation and preservation
of existing units.
 Medium
priority/ June
2024
 Target funding for
affordable
housing
developments in
higher
opportunity
areas, areas with
highest
concentrations of
LMI households,
and along transit
corridors.
 Evaluate alternative
funding and
financing
mechanisms by
December 31, 2023;
 Develop strategy by
June 30, 2024;
 Review and update
strategy biannually;
 Strive to achieve
funding to support
the development of
at least 99 affordable
units during the
planning period.

City of Indian Wells 2021-2029 Housing Element
Housing Element Housing Plan | Page HP-34
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
Accessory Dwelling Units
(ADUs)
Accessory Dwelling Units (Program 8)

Encourage the development of ADUs throughout
the City, and especially on the west side, to
expand housing opportunities for all income
levels (particularly lower and moderate-income
households) and special needs groups.

 See description under Housing
Mobility Enhancement above
 See
description
under Housing
Mobility
Enhancement
above
 See description
under Housing
Mobility
Enhancement
above
 See description
under Housing
Mobility
Enhancement above
Surplus Land Public Property Conversion to Housing
Program/City-owned Sites (Program 9)
 Maintain a list of surplus City-
owned lands for the duration of
the planning period;
 Collaborate with affordable
housing developers to explore
opportunities to develop
affordable housing on City-
owned lands.
 High priority/
June 2024
 Citywide on
property owned
by the City.
 Support the
development of at
least 99 affordable
units at City-owned
sites during the
planning period.

Place-Based Strategies for Community Preservation and Revitalization Public Investment in Specific
Neighborhoods, Including
Services and Amenities
Rehabilitation (Program 1)

Facilitate assistance for properties in need of
minor repairsimprovements, minor repairs or
emergency repairs.
 Refer property owners to
applicable agencies/
organizations for rehabilitation
assistance;
 Prepare and distribute “Good
Neighbor Guide” on
maintaining a property in good
condition;
 Update funding and resource
information to address
common minor repairs on the
City’s website;
 Proactively reach out to
nonprofit organizations to
solicit support in helping to
perform minor repairs.
 Medium
priority/
December
2023
 Citywide with
focus on census
tracts with
highest
concentrations of
LMI households.
 Prepare and
distribute “Good
Neighbor Guide” to
100% of residents by
December 2023;
 Annual outreach to
nonprofit
organizations;
 Encourage the
rehabilitation of 4
homes per year (32
during the planning
period) distributed
across lower and
moderate-income

City of Indian Wells 2021-2029 Housing Element

Housing Element Housing Plan | Page HP-35
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
households.

Public Investment in Specific
Neighborhoods, Including
Services and Amenities
Community Revitalization (Program 1)

Fund investments and improvements in
neighborhoods with lower AFFH scores in the
lower median household income, concentration
of very low and low income households, cost-
burdened renters, and communities sensitive to
displacement categories to improve access to
opportunities and resources for potentially
disadvantaged households. Place-based
investments will improve access to transportation,
education, and economic opportunities and
stabilize neighborhoods.
 Fund at least one investment
project in one of the identified
geographic target areas
annually. Aim to fund
investments in each of the
target census tracts (i.e., not
concentrate all investments in
one or two tracts) throughout
the implementation period.
 High priority /
June 2024 and
annually
thereafter
 Lower median
household
income areas
(Census Tracts
449.28, 449.11,
and 451.08),
highest
proportion of very
low and low
income
households
(eastern portion
of Census Tract
449.11), highest
proportions of
cost-burdened
renters (Census
Tracts 449.28,
449.11, and
451.08), and
communities
sensitive to
displacement
(eastern portion
of Census Tract
449.11)
 Fund at least 6
improvement
projects in the
identified geographic
target areas, aiming
to fund at least 1
project per identified
target area and at
least three projects
in the eastern
portion of Census
Tract 449.11 which
rates low under
multiple AFFH
factors (income,
cost-burden, and
sensitive community)
Public Investment in Specific
Neighborhoods, Including
Services and Amenities
Preservation of At-Risk Units (Program 2)

Preserve the community’s affordable housing
stock.
 Monitor affordable projects at
risk of converting to market
rate;
 Identify nonprofit organizations
as potential purchasers/
managers of at-risk housing
 Medium
priority/
December
2025
 Citywide with
focus on census
tracts with
highest
concentrations of
LMI households.
 Monitor at-risk units
annually;
 Identify nonprofit
organizations as
potential purchasers/
managers of at-risk

City of Indian Wells 2021-2029 Housing Element
Housing Element Housing Plan | Page HP-36
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
units;
 Explore funding sources
available to preserve the
affordability of projects at risk
of converting to market rate or
to provide replacement units;
 Assist qualified tenants to
apply for priority status on the
Housing Choice Vouchers
Program immediately should
the owners of an at-risk project
choose not to enter into
additional restrictions.
housing units (2025);
 Explore funding
sources available to
preserve the
affordability of at-risk
projects (2025).
 Conserve 100% of
the community’s
affordable housing
stock.

Displacement Protection
Maintaining Affordable Housing
Inventory
Replacement of Affordable Units (Program 7)  For all project applications, identify need for replacement
of affordable housing units and
ensure replacement, if
required, occurs.
 Medium
priority/April
2024
 Citywide,
depending on
location of
development
project.
 Ongoing
implementation and
annual monitoring
and reporting
throughout the
planning period.
 Require 100% of
affordable units are
replaced, if required.

Housing Choice Vouchers
(Rental Assistance)
Section 8 Housing Choice Vouchers (Program
17)

Promote the Housing Choice Vouchers Program
administered by the County, with a particular
emphasis on promoting the program to the City’s
special needs populations.
 Provide information on
Housing Choice Vouchers at
City Hall and on the City’s
website;
 Cooperate with the County of
Riverside to continue to assist
34 households annually, and to
expand assistance;
 Refer 100% of inquiries to the
County of Riverside;
 Work with the City’s fair
housing services provider to
encourage property owners to
 Medium
priority/ April
2025
 Increase the
number of
voucher
assistance
recipients in
higher
opportunity
areas;
 Target education
and marketing
efforts throughout
the community
with an emphasis
on higher
 Expand voucher
assistance by 5%
during the planning
period, particularly to
seniors.

City of Indian Wells 2021-2029 Housing Element

Housing Element Housing Plan | Page HP-37
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
participate in the Housing
Choice Vouchers Program.
opportunity
areas.

Tenant Rights and Protection Preservation of At-Risk Units (Program 2)

Fair Housing Policy Procedures (Program 16)
 Monitor projects at risk of
converting to market rate
within the planning period.
 Establish contact with public
and nonprofit agencies
interested in purchasing or
managing units at risk.
 Work with tenants of at-risk
units and provide them with
information regarding tenant
rights and conversion
procedures.
 Provide tenants with
information regarding Section
8 rent subsidies.
 Implement State
Preservation Notice Law.
 Contact property ownrs of
units at risk of conversion to
market-rate housing in
accordance with California
law.
 Assist tenants of existing
rent-restricted units to obtain
priority status on Section 8
waiting list.
 Institute a rental registry
program to identify and track
rental units, including units
that accept Section 8
vouchers, and affordability
levels and ensure all rental
properties in the Housing
Inventory are in the registry.
 Partner with fair housing
 Medium
priority/
annually;
create rental
registry by
April 2025;
provide tenant
rights
information by
December
2023
 Citywide with
focus on areas at
risk of
displacement/
sensitive
communities
 Preserve 100% of
existing affordable
units

City of Indian Wells 2021-2029 Housing Element
Housing Element Housing Plan | Page HP-38
Action Area Programs Specific Commitment Timeframe
Geographic
Targeting Metrics
organizations to ensure that
resident have information
about the California Tenant
Protection Act of 2019 (AB
1482). Develop print and
online educational materials
and make materials
availability at City facilities,
on the City's website, and at
apartment complexes
throughout the City.
 Right to Purchase: When
tenants are being evicted
due to condominium
conversion or
redevelopment, offer first
right to purchase to displaced
tenants to purchase the
units.
 Right to Return: When
tenants are being evicted
due to
rehabilitation/renovation of
the property, offer first right
to displaced tenants to return
to the improved property.

City of Indian Wells 2021-2029 Housing Element

Housing Element Housing Plan | Page HP-39
Energy Conservation

21. Green Building Program
The City will continue to support the developm ent of green building practices in housing and sustainability programs by participating in the CVAG Green for Life Program and evaluate the feasibility of implementing local policies and programs consistent with the CVAG Green Building Program and the City’s Climate Action Plan.

Responsible Agency: Community Development Department
Financing: General Fund; grant programs, as available
Program Objectives: Promote energy conservation and green building.

Timeline: Implementation throughout the planning period

City of Indian Wells 2021-2029 Housing Element
Housing Element Housing Plan | Page HP-40

4. Quantified Objectives
State law requires the Housing Element to in clude quantified objectives for the maximum number of units that can be constructed, rehabilitated or conserved. Policies and programs in the Housing Element establish the strategies to achieve these objectives. The City’s quantified objectives are described under each program, and represent the City’s best effort in implementing each of the programs. Assumptions are based on past program performance and funding availability, construction trends, land availability, and future programs that will enhance program effectiveness and achieve full implementation of the City’s housing goals.

The new construction objectives shown in the table below represent a portion of the City’s overall RHNA for the 2021-2029 planning period for all income levels. The objective identified for each income level is based on historic trends and patterns of development; units affordable to lower-income households are historically more difficult to develop due to extremely limited available funding for affordable housing projects. Moderate- and above-moderate income units are more likely to be developed by the private market.

The table below summarizes the City’s quantified objectives for housing during the 2021-2029 planning period.

TABLE 2: QUANTIFIED HOUSING OBJECTIVES: 2021-2029

New
Construction Rehabilitation
Conservation/
Preservation
Extremely Low Income 30 4 N/A
Very Low Income 80 12 31
Low Income 72 10
79 (inc. 34 units used
for Housing Choice
Vouchers)
Moderate Income 54 6 13
Above Moderate Income 93 - All Existing Units
Total 319 32
123 Existing
Affordable Units;
All Existing Above-
Moderate Units

PART 2

BACKGROUND REPORT

City of Indian Wells 2021-2029 Housing Element
Housing Element Background Report | Page BR-1

CONTENTS

1.  INTRODUCTION ................................................................................................... 5

2.  ACCOMPLISHMENTS UNDER 5TH CYCLE HOUSING ELEMENT .............................................. 7 2A.  Review of 2013 Housing Element ........................................................................................ 7 2B.  Housing Production During 5th Cycle RHNA Period ................................................................ 7 2C.  Appropriateness and Effectiveness of 2013 Housing Element .................................................. 8

3.  HOUSING NEEDS ASSESSMENT ............................................................................... 13 3A.  Introduction and Background ............................................................................................ 13 3B.  Population Trends and Characteristics ................................................................................ 13 3C.  Household Characteristics ................................................................................................. 17 3D.  Income ........................................................................................................................... 19 3E.  Housing Characteristics .................................................................................................... 22 3F.  Housing Costs ................................................................................................................. 25 3G.  Future Housing Needs ...................................................................................................... 31 3H.  Special Needs Groups ....................................................................................................... 32 3I.  Units at Risk of Conversion ............................................................................................... 41 3J.  Estimates of Housing Need ............................................................................................... 43

4.  CONSTRAINTS ................................................................................................... 45 4A.  Governmental Constraints ................................................................................................. 45 4A.1  Land Use Controls ........................................................................................................... 45 4A.2  Development Review Process ........................................................................................... 56 4A.3  Development Fees .......................................................................................................... 61 4B.  Non-Governmental Constraints .......................................................................................... 65 4C.  Environmental Constraints ................................................................................................ 67 4D.  Infrastructure Constraints ................................................................................................. 68

5.  HOUSING RESOURCES ......................................................................................... 70 5A.   Regional Housing Needs Allocation (RHNA) ......................................................................... 70 5B.   Progress Towards the RHNA ............................................................................................. 70 5C.   Strategy to Accommodate Remaining RHNA ........................................................................ 73 5D.  Financial Resources .......................................................................................................... 79 5E.  Administrative Resources .................................................................................................. 81 5F.  Energy Conservation Opportunities .................................................................................... 81 5G.  Consistency with the General Plan ..................................................................................... 82

6.  AFFIRMATIVELY FURTHERING FAIR HOUSING (AFFH) ANALYSIS ...................................... 83 6A.   Outreach ........................................................................................................................ 83 6B.  Assessment of Fair Housing Issues .................................................................................... 86 6C.  Analysis of Contributing Factors ....................................................................................... 109

TABLES
Table 2–1: Regional Housing Needs Allocation – 5th Cycle Progress ....................................................... 7 Table 2–2: Evaluation of the 2013 Indian Wells Housing Element Programs ........................................... 10 Table 3–1: Population Trends – Neighboring Jurisdictions ..................................................................... 14 Table 3–2: Population by Age (2018) .................................................................................................. 14 Table 3–3: Race and Ethnicity (2018) .......................................................................................... ....... 15 Table 3–4: Job Growth and Employment Status ................................................................................... 15 Table 3–5: Jobs by Industry (2018) .................................................................................................... 16 Table 3–6: Jobs by Occupation (2018)16Table 3–7: Travel Time to Work (2018)

City of Indian Wells 2021-2029 Housing Element
Housing Element Background Report | Page BR-2
.............................................................................................................................. ......................... 17 Table 3–8: Commute Method (2018) .............................................................................................. .... 17 Table 3–9: Households by Tenure and Age (2018) ............................................................................... 18 Table 3–10: Household Size by Tenure (2018) ..................................................................................... 19 Table 3–11: Median Household and Per Capita Income ........................................................................ 19 Table 3–12: Household Income for All Households and by Tenure (2018) .............................................. 20 Table 3–13: Households by Income Group (2017) ............................................................................... 20 Table 3–14: Occupations with Wages for Extremely Low-Income Households (2020) .............................. 21 Table 3–15: Housing Stock by Type and Vacancy (2020) ...................................................................... 22 Table 3–16: Vacancy by Type (2018) .................................................................................................. 23 Table 3–17: Housing Stock Conditions (2018) ...................................................................................... 23 Table 3–18: Overcrowding by Tenure (2018) ....................................................................................... 24 Table 3–19: Household Size by Tenure (2018) ..................................................................................... 25 Table 3–20: Number of Bedrooms by Tenure (2018) ............................................................................ 25 Table 3–21: Homes for Sale (May 2021) ......................................................................................... .... 25 Table 3–22: Rental Costs According to the US Census (2018) ............................................................... 26 Table 3–23: Actual Rental Rates by Number of Bedrooms ..................................................................... 27 Table 3–24: State Income Limits – Riverside County (2021) ................................................................. 27 Table 3–25: Housing Affordability by Income Group ............................................................................. 28 Table 3–26: Households by Income Level and Overpayment (2017) ...................................................... 30 Table 3–27: Deed Restricted Affordable Housing Units ......................................................................... 31 Table 3–28: Regional Housing Needs Allocation – 6th Cycle ................................................................... 31 Table 3–29: Senior Population and Households (2010 & 2018) .............................................................. 32 Table 3–30: Householder Age by Tenure (2018) .................................................................................. 33 Table 3–31: Disabilities by Disability Type (2018) ............................................................................ .... 34 Table 3–32: Disabled Persons by Employment Status (2018) ................................................................ 35 Table 3–33: Developmentally Disabled Persons by Residence Type (2018) ............................................. 35 Table 3–34: Facilities and Services for Disabled Persons ...................................................................... . 36 Table 3–35: Median Income By Household Size (2019) ........................................................................ 37 Table 3–36: Household Size versus Bedroom Size by Tenure (2018) ...................................................... 37 Table 3–37: Families and Female Householder with Children Under 18 (2018)........................................ 38 Table 3–38: Homeless Facilities (2020)* ....................................................................................... ...... 40 Table 3–39: Facilities and Services for the Homeless ............................................................................ 41 Table 3–40: Summary of at-Risk Subsidized Housing Units ................................................................... 41 Table 3–41: Qualified Entities in Riverside County, 2021 ....................................................................... 43 Table 3–42: Summary of Needs .................................................................................................. ....... 44 Table 4–1: General Plan Residential Land Use Designations .................................................................. 46 Table 4–2: Residential Development Standards – ................................................................................. 47 Table 4–3: Permitted Residential Uses by Zone .................................................................................... 48 Table 4–4: Basic Residential Development Standards ........................................................................... 54 Table 4–5: Residential Parking Requirements ................................................................................... ... 55 Table 4–6: Typical Permit Processing Times and Reviewing Body .......................................................... 57 Table 4–7: Development Project Processing Fees (Effective 07/01/2021) ............................................... 62 Table 4–8: Total Processing and Fees for Typical Single- and Multi-Family Units ..................................... 64 Table 5–1: RHNA 2021-2029 .............................................................................................................. 70 Table 5–2: Credits Towards the RHNA ........................................................................................... ..... 72 Table 5–3: Remaining RHNA .............................................................................................................. 73 Table 5–4: RHNA Site Inventory ......................................................................................................... 75 Table 6–1: Compliance with Fair Housing Laws .................................................................................... 89 Table 6–2: Racial/Ethnic Dissimilarity Trends ....................................................................................... 92 Table 6–3: Demographic Trends ......................................................................................................... 93 Table 6–4: Median Household Income ............................................................................................ .... 96

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Table 6–5: Domains and List of Indicators by Factors ........................................................................... 97 Table 6–6: Opportunity Resource Levels by Census Tract ..................................................................... 97 Table 6–7: Fair Housing Contributing Factors .................................................................................. .. 110

FIGURES
Figure 3-1: Median Home Sales Price .................................................................................................. 26 Figure 5-1: Housing Sites ................................................................................................................... 77 Figure 6-1: Census Tract Boundaries ........................................................................................... ..... 112 Figure 6-2: Diversity Index by Census Block Group 2018 .................................................................... 114 Figure 6-3: Diversity Index by Census Block Group 2010 .................................................................... 116 Figure 6-4: Diversity Index by Census Block Group - Countywide ........................................................ 118 Figure 6-5: Proportion of Population with Disabilities by Census Tract .................................................. 120 Figure 6-6: Proportion of Population with Disabilities by Census Tract - Countywide .............................. 122 Figure 6-7: Percent of Population 18 Years and Over in Households Living with Spouse ........................ 124 Figure 6-8: Percent of Population 18 Years and Over in Households Living with Spouse - Countywide .... 126 Figure 6-9: Percent of Children in Married Couple Housholds .............................................................. 128 Figure 6-10: Percent of Children in Married Couple Housholds - Countywide ......................................... 130 Figure 6-11: Female-Headed Households by Proportion of Children Present by Census Tract ................. 132 Figure 6-12: Female-Headed Households by Proportion of Children Present by Census Tract - Countywide .............................................................................................................................. ....................... 134 Figure 6-13: Proportion of Senior Residents by Census Tract .............................................................. 136 Figure 6-14: Proportion of Senior Residents by Census Tract - Countywide .......................................... 138 Figure 6-15: Median Household Income by Block Group ..................................................................... 140 Figure 6-16: Median Household Income by Block Group - Countywide ................................................. 142 Figure 6-17: Very Low and Low Income Population ............................................................................ 144 Figure 6-18: Very Low and Low Income Population - Countywide ........................................................ 146 Figure 6-19: Ethnicity Analysis - Racial Concentrations ....................................................................... 148 Figure 6-20: Ethnicity Analysis - Racial Concentrations - Countywide ................................................... 150 Figure 6-21: TCAC Economic Score by Census Tract ........................................................................... 152 Figure 6-22: Job Proximity Index by Block Group ............................................................................... 154 Figure 6-23: TCAC Educational Score by Census Tract ........................................................................ 156 Figure 6-24: TCAC Environmental Score by Census Tract .................................................................... 158 Figure 6-25: TCAC Opportunity Areas by Census Tract ....................................................................... 160 Figure 6-26: Overcrowded Households .............................................................................................. 162 Figure 6-27: Overcrowded Households - Countywide .......................................................................... 164 Figure 6-28: Cost-Burdened Renter Households by Census Tract ......................................................... 166 Figure 6-29: Cost-Burdened Owner Households by Census Tract ......................................................... 168 Figure 6-30: Cost-Burdened Renter Households by Census Tract - Countywide ..................................... 170 Figure 6-31: Cost-Burdened Owner Households by Census Tract - Countywide ..................................... 172 Figure 6-32: Sensitive Communities .................................................................................................. 174

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1. Introduction
The City of Indian Wells, incorporated in 1967, is located in the western Coachella Valley in Riverside County.

Indian Wells is bounded by Palm Desert on the nort h and west, La Quinta on the east, and unincorporated County lands to the south. The southern city limits incl ude a portion of the Santa Rosa Mountains, an area which is designated as open space. The area is bise cted by Highway 111 which provides regional access.

Indian Wells has a population of 5,403 (Department of Finance, 2020) and is approximately 15 square miles in size. The City’s Sphere of Influence is coterminous with its boundary.

The City is a world-renowned resort destination with a strong tourism market; resort hotel properties, restaurants, and general retail centers are the three primary economic components of the tax base. Residents of Indian Wells enjoy a high quality of life with an abundance of recreation facilities and amenities.

State Housing Law (Government Code Section 65583) requires that a “housing element shall consist of an identification and analysis of existing and projecte d housing needs and a statement of goals, policies, quantified objectives, financial resources, and schedu led programs for the preservation, improvement, and development of housing. The housing element shall iden tify adequate sites for housing, including rental housing, factory-built housing, and mobile homes, and shall make adequa te provision for the existing and projected needs of all economic segments of the comm unity.” This report is an update of the City’s 2013- 2021 Housing Element (5
th Cycle), adopted in November 2013.

The assessment and inventory must include all of the following:
 Analysis of population and employment trends, documentation of projections, and a quantification of the locality’s existing and projected housing needs for all income levels. Such existing and projected needs shall include the locality’s share of the regional housing need in accordance with Section 65584 of the Government Code.
 Analysis and documentation of household characteri stics, including level of payment compared to ability to pay, housing characteristics, including overcrowding, and housing stock condition.  An inventory of land suitable for residential deve lopment, including vacant sites and sites having potential for redevelopment, and an analysis of the relationship between zoning, public facilities, and city services to these sites.
 Analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels and for persons with disabilities, including land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, local processing and permit procedures, and any locally adopted ordinances that directly impact the cost and supply of residential development.  Analysis of potential and actual non-governmental constraints upon the maintenance, improvement, or development of housing for all income levels, in cluding the availability of financing, the price of land, the cost of construction, requests to develop housing at densities below the minimum densities in the inventory of sites, and the length of time between receiving approval for a housing development and submittal of an application for bu ilding permits that hinder the construction of a locality’s share of the regional housing need.
 Analysis of any special housing needs, such as those of the elderly, disabled, including developmentally disabled, large fa milies, farmworkers, families with female heads of households, and families and persons in need of emergency shelter.

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 Analysis of opportunities for energy conservation with respect to residential development.  Analysis of existing assisted multifamily rental housing developments that are eligible to change from low-income housing to market-rate during the next 10 years.

The Background Report of this housing element identi fies the nature and extent of Indian Wells’ housing needs, including those of special populations, pote ntial housing resources (l and and funds), potential constraints to housing production, and energy conservation opportunities. By examining the City’s housings, resources, and constraints, the City can then determine a plan of action for providing adequate housing. This plan is presented in the Housing Plan, which is the policy component of the Housing Element. In addition to identifying housing needs, the Background Report also presents information regarding the setting in which these needs occur. This information is instrumental in providing a better understanding of the community, which in turn is essential for the planning of future housing needs.

Since the update of the City’s last Housing Element, statutory changes have occurred that must be included in the 2021-2029 Indian Wells Housing Element (6 th Cycle). These laws have been incorporated in the appropriate sections throughout this Background Report as well as in its accompanying Policy Document.

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2. Accomplishments Under 5th Cycle Housing Element
The following section reviews and evaluates the City’s progress in implementing the 2013 Housing Element.

It reviews the results and effectiveness of programs , policies, and objectives from the previous Housing Element planning period, which covered 2013 through 2021. This section also analyzes the difference between projected housing need and actual housing production. 2A. Review of 2013 Housing Element
The 2013 Housing Element program strategy focused on the accomplishment of policies and implementation of programs to ensure adequate housing sites, to encourage the production of new housing, including affordable and special needs housing, to encourage th e maintenance and preservation of existing housing, to remove various constraints to housing, including housing for special needs populations, and to encourage fair housing and non-discrimination. The 2013 Housing Element identified the following goals:
 Goal IIB1: Conserve and improve the condition of the existing housing stock.  Goal IIB2: Support and encourage the development of housing affordable for all income segments of the population.
 Goal IIB3: Address and, where appropriate and legally possible, remove governmental constraints to the maintenance, improvement and development of housing.  Goal IIB4: Promote housing opportunities for all persons regardless of race, religion, sex, age, marital status, familial status, an cestry, national origin, color, source of income, sexual orientation, or any other arbitrary factors.  Goal IIB5: Encourage energy conservation in new and existing housing stock. 2B. Housing Production During 5th Cycle RHNA Period
The City’s 5th Cycle Housing Element specifically addressed housing needs for Indian Wells from October 15, 2013 through October 15, 2021, in line with the Regional Housing Needs Allocation (RHNA) planning period adopted by the Southern California Association of Governments (SCAG).

Table 2–1 shows the total number of housing units built in the City during the 5 th RHNA cycle to date and compares these units with the units required to be accommodated under the Regional Housing Needs Allocation. Housing development in Indian Wells during the 5 th cycle exceeded the City’s RHNA allocation, however all new development (309 units) during the prior planning period was in the above-moderate income category.

TABLE 2–1: REGIONAL HOUSING NEEDS ALLOCATION – 5TH CYCLE PROGRESS Status Extremely
Low Very Low Low Moderate Above
Moderate TOTAL
RHNA Allocation 20 20 27 31 62 160
Built 0 0 0 0 309 309
Remaining Allocation 20 20 27 31 0 98
Sources: City of Indian Wells 2013 Housing Element; 2019 General Plan Annual Progress Report

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2C. Appropriateness and Effectiven ess of 2013 Housing Element The overarching goals and policies of the 2013 Housing Element continue to be appropriate to encourage the City’s housing goals. While the majority of goals, policies, and programs included in the 2013 Housing Element continue to be appropriate to address the City’s housing needs, the Housing Plan will be updated to provide clearer guidance and more specific direction to encourage affordable and special needs housing. The Housing Plan will also be updated to streamline programs so that they are easier for staff to implement and to include a matrix of programs that includes timing to make it easier to identify the applicability and timing of programs. In order to improve the ease of use of the Housing Plan, the housing programs will be presented as a user-friendly table.

As discussed in Table 2–2, most housing programs have been effective or are necessary. The intent of these programs will be kept in the Housing Plan, with revi sions to address identified specific housing needs, constraints, or other concerns identified as part of th is update, and to affirmatively furthering fair housing.

The City implemented many of the housing programs in the last several years and anticipates that these changes will further encourage affordable and special needs housing.

The Housing Plan included in this 2021-2029 Housing Element includes modifications to make programs more effective, clarify objectives, and ensure that the programs are implementable. See the Housing Plan for the goals, policies, and programs of this Housing Element.

While the City took a number of significant steps to promote housing during the prior planning period, the experience of most communities throughout the state demonstrates that it is very difficult for local governments to meet their fair share housing goals for lower and moderate-income housing when working alone. All cities, including Indian Wells, have limited financial and staffing resources and require substantial state and/or federal assistance, which is not available at the levels necessary to support the City’s housing needs, as well as the technical assistance of area non-profit housing developers and agencies.

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CUMULATIVE EFFORTS TO ADDRESS SPECIAL HOUSING NEEDS
Government Code Section 65588 requires that local governments review the effectiveness of the housing element goals, policies, and related actions to meet the community’s special housing needs (e.g., low income households, elderly, persons with disabilities, large households, female headed households, farmworkers, and persons experiencing homelessness). As shown in Table 2-2, during the 2014-2021 RHNA period, the City worked diligently to continuously promote housing for special needs groups in a variety of ways by:
 Continuing to permit emergency shelters in acco rdance with State law and providing resources to persons seeking shelter;
 Assisting low income and elderly residents that apply for Section 8 rental assistance;  Continuing to ensure that transitional/supportive housing be subject to the same permit processing procedures as other housing in the same zone;
 Continuing to allow for the development of ADUs, a unique housing option well-suited to meet the needs of the City’s lower-income and elderly populations;  Adoption of a Reasonable Accommodation Ordinance to continue to support and provide resources for individual homeowners requesting exemptions to zoning and development standards in order to accommodate a disability thereby assisting persons with disabilities.

The City has considered the cumulative efforts to a ddress special housing needs and finds that the City’s existing programs to address the community’s spec ial housing needs, particularly for lower income households, the elderly, persons experiencing homeless ness, and persons with disabilities, continue to be relevant and will be continued in the next planning pe riod. Through this review, the City has identified the need to amend specific Housing Programs to more thoroughly address the needs of large households, female headed households, and farmworkers. Programs 8 (Accessory Dwelling Units), 13 (Development Code Amendments – Housing Constraints), 14 (Density Bonus Ordinance), 17 (Support for Persons Experiencing Homelessness), and 19 (Affirmatively Furthering Fair Housing Outreach and Coordination Program) have been added or amended to further address the community’s special housing needs. The City will continue to review progress towards addressing these needs as part of each Housing Element Annual Progress Report.

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TABLE 2–2: EVALUATION OF THE 2013 INDIAN WELLS HOUSING ELEMENT PROGRAMS Program Accomplishments
Goal IIB1: Conserve and improve the condition of the existing housing stock.

Program IIB1.A Rehabilitation and Preservation. Although no housing units were determined to need major
rehabilitation during this planning period, property owners may be eligible for rehabilitation assistance including rebates, grants and loans, through outside programs provided by
utility providers and other organizations. The City will provide refer property owners to these programs upon inquiry or with code enforcement programs.

Result/Evaluation: The City continues to refer property owners for rehabilitation assistance including rebates, grants and loans, through outside programs provided by utility providers and other organizations.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Goal IIB2: Support and encourage the development of housing affordable for all income segments of the population.

Program IIB2.A Production of New Housing Units. The
City has a 2014-2021 projected RHNA need of 160 housing units including 67 housing units for extremely low, very low, and low income households. The City will continue to monitor the sites currently designated by the City to accommodate its projected growth needs and use of the Affordable Housing Overlay. If during the planning period, the City finds that the sites are no longer available to meet the City’s RHNA
allocation, the City will ensure additional alternative sites are made available in locations at appropriate densities to permit housing at the necessary affordability level. Additionally the City will continue to provide incentives and flexibility in development standards to encourage affordable housing
development as outlined in Section 21.12.040 of the City’s Municipal Code and will evaluate potential incentives and flexibility in development standards to encourage new
housing construction within one year of the Housing Element Adoption. The City will proactively outreach to the housing development community to assist in the evaluation of
potential incentives. This program will be in conjunction with the evaluation of alternative funding and financing in Program II2.C. Upon completion of the evaluation, the City shall establish additional incentives and flexibility in development standards, as appropriate, and promote the benefits of this program to the development community by posting
information on its web page and distributing information during pre-development application meetings. The City
understands the housing challenges of extremely low-income households, which are a subset of very low income
households who earn 30 percent or less of the median
income. This income group is most likely to experience a housing crisis when faced with rent increases, foreclosure, or other adverse event. The City will collaborate with housing developers to seek state, federal, and other appropriate funds and incentives targeted for the development of housing
affordable to extremely low-income households through this Result/Evaluation: The City continues to provide incentives and flexibility in development standards to encourage affordable housing development as outlined in Section 21.12.040 of the City's Municipal Code. The City also continues to monitor available sites for development of affordable housing and proactively works with the development community to encourage the production of new housing units at all income categories. The City has entered into an Exclusive Negotiating Agreement with Abode Communities to develop approximately 6 acres of vacant Housing Authority land into 100 affordable units; this development is expected to help accommodate a portion of the City’s 6 th
Cycle RHNA.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element, with modifications to the City’s current RHNA.

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Program Accomplishments
strategy and the strategy developed in Program II2.C.

Program IIB2.B Vacant and Underutilized Land Survey.

The City will maintain a comprehensive land use survey
identifying vacant and underutilized parcels suitable for residential development.

Result/Evaluation: The City continues to maintain a comprehensive land use survey identifying vacant and underutilized parcels suitable for residential development.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Program IB2.C Evaluate Alternative Funding and
Financing Mechanisms. The City of Indian Wells will
collaborate with private, non-profit, state and federal entities to investigate alternative methods for funding and financing the construction of new housing units and rehabilitation and preservation of existing units citywide. Indian Wells will establish continued communication with local, state and federal legislators to encourage the establishment of
alternative funding and financing mechanisms. The City will identify an initial list of potential funding and financing mechanisms within six months of the Housing Element
adoption and within one year prepare a strategy to seek for funding for housing construction and rehabilitation when appropriate and available. On a bi-annual basis, the City will review and update the strategy as appropriate.

Result/Evaluation: The City worked with the City of Indian Wells Housing Authority to analyze potential affordable housing developments within the City. Preliminary concepts were vetted and the Housing Authority is seeking mixed-affordability units within residential developments prior to 2021. The City was able to procure SB2 and LEAP funding in 2020. The city continues to review and apply for grants and alternative funding sources to facilitate housing programs and rehabilitation efforts.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Goal IIB3: Address and, where appropriate and legally possible, remove governmental constraints to the maintenance, improvement and development of housing.

Program IIB3.A Monitoring Potential Constraints. The City will periodically review City regulations, procedures and fees to identify any potential constraints to the development and maintenance of housing. The City will outreach to the
development community to assist in this review. If the City finds that regulations, procedures and/or fees are a constraint to housing, the City will revise requirements or policies as necessary.

Result/Evaluation: The City continues to monitor regulations, procedures and fees to identify any potential constraints to the development and maintenance of housing.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Program IIB3.B Monitoring Reasonable Accommodation
Procedures. The City will evaluate adopted reasonable
accommodation procedures annually and revise as
appropriate to ensure consistency with fair housing
requirements.

Result/Evaluation: The City and Housing Authority continue to maintain written policies for reviewing and approving requests for reasonable accommodations. The City passed an Ordinance to update reasonable accommodation in October 2021 to maintain consistency with fair housing requirements.

Continue/Modify/Delete: This program is continued in the 2021-2029 Housing Element.

Program IIB3.C Development Guidelines and Procedures.

The City shall maintain existing development guidelines, which specify the procedures, materials, time frames, and costs associated with various zoning and subdivision
applications. The objective is to provide potential developers with an informational package clearly explaining the
Result/Evaluation: The City maintains existing development guidelines online and at the public counter which specify the procedures, materials, time frames, and costs associated with various zoning and subdivision applications.

Continue/Modify/Delete: This program is continued in the 2021-2029