Cities Index.
Agenda packet, first session

Menifee City Council
May 7, 2025

Document
Agenda packet, first session
Meeting
May 7, 2025
Body
Menifee City Council
Pages
12
Original file
112.1 MB
Text extracted from the city's file for reading and search. Open the original on cityofmenifee.primegov.com. That file is the official record.

2 6
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2023, and expires on June 30, 2026. All other terms of the Agreement would remain unchanged, as outlined in Table 1.

TABLE 1 – J. SMITH AND T. MULI MASTER AGREEMENT HISTORY Date approved Amount Contract Term
Original PSA 09/25/2023 $150,000 6/30/2026
Amendment No. 1 11/06/2024 $100,000 6/30/2026
Amendment No. 2 PENDING $200,000 6/30/2026
Total $450,000
Pursuant to Menifee Municipal Code §3.12.090, any change orders in the amount greater than 10% of the contract amount or that exceeds $25,000 in value, and any time extension of a performance deadline that exceeds 60 days, shall be approved by the City Council.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
The fiscal impact of the proposed Amendment is not-to-exceed $200,000 through the contract term of fiscal year (FY) 2025/2026, bringing the total agreement to a not-to-exceed amount of $450,000. Funding for a portion of the proposed amendment is available within the FY 2024/2025 budget, under professional services reimbursable for Public Works Engineering division within the General Fund (1100-PWD-ENGR-652825). Funding in FY 2025/2026 would be budgeted accordingly.

It is important to note that hydrological review services are recoverable and would be offset by developer fees and deposits collected for the services. Purchase orders for these services would only be issued following confirmation of budget availability and only for amounts within the approved not-to-exceed agreement compensation amounts.

ATTACHMENTS

1. Amendment No. 2

2. Original Agreement

3. Amendment No. 1
Item Title: 10.12
Agreement Amendment with J. Smith and T. Muli for Hydrological Review and Inspection Services Item Page Number: 2

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May 7, 2025
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AMENDMENT NO. 2 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES ENGINEERING

DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)
AMENDMENT NO. 2 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES

ENGINEERING DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)
This is Amendment No. 2 (“Amendment No. 2”) to that certain Master Agreement for Professional On Call Services (“Agreement”) made on _September 25, 2023__ between the City of Menifee (“City”) and J. SMITH & T. MULI (“Consultant”) for HYDROLOGICAL REVIEW & INSPECTION SERVICES, as amended by that certain Amendment No. 1 to the Agreement entered into on November 6, 2024 (“Amendment No. 1”), which this Amendment No. 2 is made and entered into on ______________, 2025 to increase the compensation amount as indicated below:

1. Capitalized terms used but not defined in this Amendment No. 2 shall have the meanings ascribed to them in the Agreement.

2.SECTION 3.1, “Not to Exceed Compensation” is amended to increase the maximum not to exceed compensation by Two Hundred Thousand Dollars and Zero Cents ($200,000.00), and is amended to read as follows:

3.1 Not to Exceed Compensation. Consultant shall be compensated for the Services and any approved reimbursable expenses as set forth in the relevant Purchase Order, and in no event shall City’s compensation to Consultant for a Purchase Order exceed the amount set forth therein. Compensation pursuant to this Agreement shall be at the rates set forth in the City’s Rate Schedule, attached hereto and incorporated herein by this reference as Exhibit “B” (“Rate Schedule”).

The compensation set forth in the Purchase Order represents total compensation payable to Consultant without limitation to compensation for salary, overhead, benefits, fees, or other costs incurred by Consultant in performance of the Purchase Order. In no event shall the total, cumulative compensation paid to Consultant pursuant to this Agreement, including any and all Purchase Orders, exceed Four Hundred Fifty Thousand Dollars and Zero Cents ($450,000.00).

3. The initial paragraph of the original Exhibit A, to the Agreement is amended to read as follows:

FORM OF PURCHASE ORDER
This form of Purchase Order is provided for an example only, and none of the fields set forth herein are guaranteed for any particular Services. The fields of each Purchase Order will vary based on the Services required. In no event shall the Item Title: 10.12
Agreement Amendment with J. Smith and T. Muli for Hydrological Review and Inspection Services Item Page Number: 3

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May 7, 2025
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AMENDMENT NO. 2 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES ENGINEERING

DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)
total, cumulative compensation paid to Consultant pursuant to this Agreement, including any and all Purchase Orders, exceed Four Hundred Fifty Thousand Dollars and Zero Cents ($450,000.00).

4. All other terms and conditions of the Agreement remain in full force and effect.

5. This Amendment No. 2 may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. (Signatures on Following Page)
Item Title: 10.12
Agreement Amendment with J. Smith and T. Muli for Hydrological Review and Inspection Services Item Page Number: 4

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May 7, 2025
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AMENDMENT NO. 2 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES ENGINEERING

DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)
CITY OF MENIFEE J. SMITH & T. MULI.
_______________________________ _______________________________ Armando G. Villa, City Manager Jonis Smith, President
Attest: ________________________________
_______________________________
Stephanie Roseen, City Clerk
Approved as to Form:
_______________________________
Jeffrey T. Melching, City Attorney
Item Title: 10.12
Agreement Amendment with J. Smith and T. Muli for Hydrological Review and Inspection Services Item Page Number: 5

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May 7, 2025
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CITY OF MENIFEE

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES

ENGINEERING DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)

THIS MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES (“Agreement”) is made and effective this ____ day of _______, 2023 (“Effective Date”) by and between the CITY OF MENIFEE, a California municipal corporation, (“City”) and J. Smith & T.

Muli, a California S-Corporation (“Consultant”). City and Consultant may sometimes herein be referred to individually as a “Party” and collectively as the “Parties.” SECTION 1. GENERAL PROVISIONS.

1.1 Purpose. The purpose of this Agreement is to authorize Consultant to provide on- call services to City through purchase orders issued by the City Manager or designees (each a “Purchase Order”) for privately funded and City projects which are exempt from bidding requirements for public contracting, subject to the terms and conditions herein (the “Services”).

1.2 N
o Guaranteed Work. The Parties acknowledge that this Agreement serves as a master services agreement to establish Consultant as an approved consultant which may perform Services for the City pursuant to Purchase Order(s) issued in the discretion of the City Manager.

This Agreement does not guarantee that Consultant will be issued any work from City, or any particular amount of work, including for any Services. By entering into this Agreement Consultant is obtaining the ability to receive Purchase Orders from the City Manager up to the compensation amount set forth in Section 3.1, and the City is obtaining the ability to issue Purchase Orders without a requirement for subsequent City Council approval.

1.3 T
erm . This Agreement shall become effective on July 1, 2023 and shall continue until June 30, 2026, unless otherwise terminated or extended by the Parties pursuant to the terms of this Agreement.

1.4 T ermination . The City may terminate this Agreement at any time with or without cause by providing written notice to Consultant. The City may terminate this Agreement for any reason, including but not limited to the lack of budget allocation for the Services.

1.5 C
ontract Administrator . < Kristen Jensen > (“Contract Administrator”) is the City’s primary contact representative for the purposes of this Agreement. Consultant shall contact the Contract Administrator for all communications related to this Agreement. City may change the Contract Administrator upon written notification to Consultant. Unless otherwise provided in this Agreement, Consultant shall not accept direction or orders from any person other than the Contract Administrator or designee.

1.6 C
onsultant Representative. < Jonis Smith, President > is Consultant’s primary contact representative for the purposes of this Agreement. City shall contact the Consultant Representative for all communications related to this Agreement. Consultant may change the Consultant Representative upon written notification to City. Consultant’s Representative shall DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Sept25
Item Title: 10.12
Agreement Amendment with J. Smith and T. Muli for Hydrological Review and Inspection Services Item Page Number: 6

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have full authority to represent and act on behalf of Consultant for all purposes under this Agreement.

1.7 Notices. Any written notice to Consultant shall be sent to:

J. Smith & T. Muli
Attn: Jonis Smith, President
33161 Camino Capistrano, Suite-D
San Juan Capistrano, CA 92675
Any written notice to City shall be sent to the Contract Administrator at:

City of Menifee
29844 Haun Road
Menifee, CA 92586
Attn: Kristen Jensen, Financial Analyst
with a copy to:

City Clerk
City of Menifee
29844 Haun Road
Menifee, CA 92586
SECTION 2. SERVICES.

2.1 Purchase Orders . Consultant agrees to furnish Services pursuant to Purchase Order(s) issued by the City Manager in the form attached hereto as Exhibit “A” which is attached hereto and incorporated herein by this reference. In no event shall compensation for Services exceed the “not to exceed” compensation amount set forth in the Purchase Order.

2.2 S
tandard of Performance . Consultant represents and warrants that Consultant is a provider of first class work and services and Consultant is experienced in performing the Services contemplated herein and, in light of such status and experience, Consultant shall perform the Services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession and to the sole satisfaction of the Contract Administrator.

2.3 A
ssignment of Personnel. Consultant shall assign only competent personnel to perform the Services. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.

2.4 T
ime . Consultant shall devote such time to the performance of the Services pursuant to this Agreement as may be reasonably necessary to satisfy Consultant’s obligations hereunder.

DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
Agreement Amendment with J. Smith and T. Muli for Hydrological Review and Inspection Services Item Page Number: 7

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2.5 Authorization to Perform Services. Consultant is not authorized to perform any of the Services or incur any costs whatsoever under the terms of this Agreement until receipt of a Purchase Order.

2.6 War ranty . By executing this Agreement, Consultant warrants that Consultant has thoroughly investigated and considered the Services, has considered how they should be performed, and fully understands the facilities, difficulties, and restrictions applicable to performance of the Services.

2.7 F
acilities and Equipment. Consultant shall, at its sole cost and expense, provide all facilities and equipment necessary to perform the Services. City shall make available to Consultant only physical facilities such as desks, filing cabinets, and conference space, as may be reasonably necessary for Consultant’s use while consulting with City employees and reviewing records and the information in possession of City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. In no event shall City be required to furnish any facility that may involve incurring any direct expense, including but not limited to computer, long- distance telephone or other communication charges, vehicles, and reproduction facilities.

SECTION 3. COMPENSATION.

3.1 Not to Exceed Compensation. Consultant shall be compensated for the Services and any approved reimbursable expenses as set forth in the relevant Purchase Order, and in no event shall City’s compensation to Consultant for a Purchase Order exceed the amount set forth therein. Compensation pursuant to this Agreement shall be at the rates set forth in the City’s Rate Schedule, attached hereto and incorporated herein by this reference as Exhibit “B” (“Rate Schedule”). The compensation set forth in the Purchas e Order represents total compensation payable to Consultant without limitation to compensation for salary, overhead, benefits, fees, or other costs incurred by Consultant in performance of the Purchase Order. In no event shall the total, cumulative compensation paid to Consultant pursuant to this Agreement, including any and all Purchase Orders, exceed One Hundred Fifty Thousand Dollars and Zero Cents ($150,000.00).

3.2 I
nvoicing. Upon completion of a Purchase Order, or monthly for Purchase Orders involving Services performed over periods of longer than one (1) month, Consultant shall submit invoices to City based on the Services performed and any reimbursable expenses approved by City in writing. Invoices shall comply with the City’s “Invoicing Requirements” attached as Exhibit “C” hereto and incorporated herein by this reference, and shall contain the following information:
a. Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
b. The beginning and ending dates of the billing period; c. A “Task Summary” containing the original Purchase Order amount, the amount of prior billings, the total due this period, the balance available under the Purchase Order, and the percentage of completion;
DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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d. At City’s option, for each item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person performing the Services, the hours spent by each person, a brief description of the Services, and each reimbursable expense;
e. The total number of hours of work performed under this Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing the Services; f. Receipts for expenses to be reimbursed;
g. The Consultant Representative’s signature.
h. Invoices shall be submitted to:

City of Menifee
Attn: Accounts Payable
29844 Haun Road
Menifee, CA 92586

3.3 Payment. City shall have thirty (30) days from the receipt of an invoice that complies with all of the requirements above to pay Consultant.

3.4 P ayment Holds. City may withhold payment of any invoice for Services not satisfactorily performed until such Services are performed to City’s satisfaction at no extra cost to City. City may hold payments reasonably in dispute under this Agreement until resolution of the dispute.

3.5 P
ayment of Taxes . Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any federal or state taxes.

3.6 P ayment Upon Termination. In the event City or Consultant terminates this Agreement, City shall compensate Consultant for all outstanding costs and reimbursable expenses incurred for Services satisfactorily completed and for preapproved reimbursable expenses as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs and reimbursable expenses incurred to that date. City may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or City in connection with this Agreement.

SECTION 4. INDEMNIFICATION.

4.1 Indemnification for Professional Liability . Where the law establishes a professional standard of care for performance of this Agreement, to the fullest extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City), and hold harmless City and any and all of its officers, employees, officials, volunteers, and agents from and against any and all claims, losses, costs, damages, expenses, liabilities, liens, actions, causes of action (whether in tort, contract, under statute, at law, in equity, or otherwise) charges, awards, assessments, fines, or penalties of any kind (including reasonable consultant and expert fees and DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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expenses of investigation, costs of whatever kind and nature and, if Consultant fails to provide a defense for City, the legal costs of counsel retained by City) and any judgment (collectively, “Claims”) to the extent same are caused in whole or in part by any negligent or wrongful act, error, or omission of Consultant, its officers, agents, employees, or subcontractors (or any entity or individual that Consultant shall bear the legal liability thereof) in the performance of professional services under this Agreement.

4.2 Indemnification for Other than Professional Liability . Other than in the performance of professional services and to the full extent permitted by law, Consultant shall indemnify, protect, defend (with counsel selected by City), and hold harmless City, and any and all of its officers, employees, officials, volunteers, and agents from and against any and all Claims, where the same arise out of, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultant or by any individual or entity for which Consultant is legally liable, including but not limited to officers, agents, employees or subcontractors of Consultant.

4.3 L
imitation of Indemnification for Design Professionals . Notwithstanding any provision of this Section 4 to the contrary, design professionals, as that term is defined in Civil Code Section 2782.8, are required to defend and indemnify City only to the extent permitted by Civil Code Section 2782.8. The term “design professional” as defined in Section 2782.8, is limited to licensed architects, licensed landscape architects, registered professional engineers, professional land surveyors, and the business entities that offer such services in accordance with the applicable provisions of the California Business and Professions Code. This Subsection 4.3 shall only apply to Consultant if Consultant is a “design professional” as that term is defined in Civil Code Section 2782.8.

4.4 L
imitation of Indemnification . The provisions of this Section 4 do not apply to claims occurring as a result of City’s sole or active negligence. The provisions of this Section 4 shall not release City from liability arising from gross negligence or willful acts or omissions of City or any and all of its officers, officials, employees, and agents acting in an official capacity.

4.5 L
egal Requirements Related to Indemnification . If any applicable law would render any of the requirements of this Section 4 void or unenforceable, the requirements hereunder shall be construed to the greatest scope and applicability permitted by applicable law.

SECTION 5. INSURANCE.

5.1 Insurance Required. As a condition of entering into this Agreement, Consultant, at its own cost and expense, shall procure the types and amounts of insurance specified below.

Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. Consultant acknowledges the insurance policy must cover inter -insured suits between City and other insureds.
a. W
orkers’ Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Consultant pursuant to the provisions of the California Labor Code. Statutory Workers’ Compensation Insurance and DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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Employer’s Liability Insurance shall be provided with limits of not less than ONE MILLION DOLLARS ($1,000,000.00) per accident, ONE MILLION DOLLARS ($1,000,000.00) disease per employee, and ONE MILLION DOLLARS ($1,000,000.00) disease per policy. In the alternative, Consultant may rely on a self-insurance program to meet those requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code.

Determination of whether a self -insurance program meets the standards of the California Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or Consultant, if a program of self -insurance is provided, shall waive all rights of subrogation against City and its officers, officials, employees, and authorized volunteers for loss arising from the Services performed under this Agreement. b. Commercial General and Automobile Liability Insurance. i) General requirements . Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) per occurrence, combined single limit coverage, for risks associated with the Services contemplated by this Agreement, TWO MILLION DOLLARS ($2,000,000.00) general aggregate, and TWO MILLION DOLLARS ($2,000,000.00) products/completed operations aggregate. If a Commercial General Liability Insurance or an Automobile Liability Insurance form or other form with a general aggregate limit is used, either the g eneral aggregate limit shall apply separately to the Services to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from the Services contemplated under this Agreement, including the use of hired, owned, and non-owned automobiles. ii) M
inimum scope of coverage . Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 Code 2, 8, and 9. No endorsement shall be attached limiting the coverage.
iii) A
dditional requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The insurance shall cover on an occurrence or an
accident basis, and not on a claims-made basis.
b. Any failure of Consultant to comply with reporting
provisions of the policy shall not affect coverage provided to City and its officers, employees, agents, and volunteers.
c. Professional Liability Insurance.
i) General requirements . Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing the Services pursuant to this Agreement in an amount not DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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less than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals’ errors and omissions. Any deductible or self -insured retention shall be shown on the Certificate. If the deductible or self -insured retention exceeds TWENTY -FIVE THOUSAND DOLLARS ($25,000), it must be approved by City.
ii) Claims-made limitations . The following provisions shall apply if the professional liability coverage is written on a claims-made form:
a. The retroactive date of the policy must be shown and must be no later than the commencement of the Services. b. Insurance must be maintained and evidence of
insurance must be provided for at least five (5) years after the expiration or termination of this Agreement or completion of the Services, so long as commercially available at reasonable rates. c. If coverage is canceled or not renewed and it is not replaced with another claims-made policy form with a retroactive date that precedes the Effective Date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five (5) yea rs after the expiration or termination of this Agreement or the completion of the Services. Such continuation coverage may be provided by one of the following: (1) renewal of the existing policy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the Services under this Agreement. City shall have the right to exercise, at Consultant’s sole cost and expense, any extended reporting provisions of the policy, if Consultant cancels or does not renew the coverage. d. A copy of the claim reporting requirements must be
submitted to City prior to the commencement of the Services under this Agreement.

5.2 Acceptability of Insurers . All insurance required by this Section is to be placed with insurers with a Bests’ rating of no less than A:VII and admitted in California.

5.3 C ontinuation of Insurance. Consultant shall maintain the insurance policies required by this Section throughout the term of this Agreement.

5.4 A dditional Insured. City must be endorsed as an additional insured for liability arising out of ongoing and completed operations by or on behalf of Consultant. City and its officers, employees, agents, and authorized volunteers shall be covered as additional insureds with respect to each of the following: liability arising out of the Services performed by or on behalf of Consultant, including the insured’s general supervision of Consultant; products and completed operations of Consultant, as applicable; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by Consultant in the course of providing the Services pursuant to this Agreement. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or authorized volunteers. The insurance provided to City as an additional insured must apply on a primary and non-contributory basis with respect to any insurance or self -insurance program maintained by City. Additional insured status shall continue for one (1) year after the expiration or termination of this Agreement or completion of the Services. A certified endorsement must be attached to all policies stating that coverage is primary insurance with respect to City and its officers, officials, employees, and volunteers, and DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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that no insurance or self-insurance maintained by City shall be called upon to contribute to a loss under the coverage.

5.5 Subcontractors’ Insurance . Consultant shall not allow any subcontractor, consultant or other agent to commence work on any subcontract pursuant to this Agreement until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City.

5.6 D
eductibles and Self -insured Retentions. Consultant shall obtain the written approval of City for the self -insured retentions and deductibles before beginning any of the Services. During the term of this Agreement, only upon the prior express written authorization of the Contract Administrator, Consultant may increase such deductibles or self -insured retentions with respect to City, its officers, employees, agents, and volunteers. The Contract Administrator may condition approval of an increase in deduct ible or self -insured retention levels with a requirement that Consultant procure a bond guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them.

5.7 V
erification of Coverage . Prior to execution of this Agreement, Consultant shall furnish City with complete certified copies of all policies, including complete certified copies of all endorsements. All copies of policies and certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. The name and address for endorsements and other insurance related matters is: City of Menifee, 29844 Haun Road, Menifee, CA 92586.

5.8 N
otice of Reduction in or Cancellation of Coverage . Consultant shall pr ovide written notice to City within ten (10) working days if: (1) any of the required insura nce policies is terminated; (2) the limits of any of the required polices are reduced; or (3) the deductible or self insured retention is increased.

5.9 V ariation . The Contract Administrator may, but is not required to, approve in writing a variation in the foregoing insurance requirements, upon a determination that the coverage, scope, limits, and forms of such insurance are either not commercially available, or that City’s interests are otherwise fully protected. The Contractor Administrator may,but is not required to approve in writing the submission of certificates of insurance in lieu of policy copies, in which case the Certificate of Insurance must include the following reference: City of Menifee:

Master Agreement for Professional On Call Services.

5.10 R
emedies . In addition to any other remedies at law or equity City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option, exercise any of the f ollowing remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant’s breach:
a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under this Agreement; DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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b. Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and/or c. Terminate this Agreement.

SECTION 6. INDEPENDENT CONTRACTOR.

At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of the Services and assignment of personnel pursuant to Section 2.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes the Services. The personnel performing the Services on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Consultant shall not at any time or in any manner represent that it is or any of its officers, employees, or agents are in any manner officers, officials, employees, or agents of City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against City, or bind City in any manner. Except for the fees paid to Consultant as provided Purchase Orders, City shall not pay salaries, wages, or other compensation to Consultant for performing Services . City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing the Services. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to en roll in the California Public Employees Retirement System (“PERS”) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.

SECTION 7. LEGAL REQUIREMENTS.

7.1 Compliance with Applicable Laws. Consultant and any subcontractor shall comply with all applicable local, state, and federal laws and regulations applicable to the performance of the work hereunder. Consultant shall not hire or employ any person to perform work within City or allow any person to perform under this Agreement unless such person is properly documented and legally entitled to be employed within the United States. Consultant acknowledges and agrees that it shall be independently responsible for reviewing the applicable laws and regulations and effectuating compliance with such laws. Consultant shall require the same of all subcontractors.

7.2 P
revailing Wages . The Parties have determined that prevailing wage laws do not apply to this Agreement because the Services do not include construction, alteration, demolition, installation, or repair work or are otherwise exempt under California’s prevailing wage laws (Lab.

Code, § 1720 et seq.). Notwithstanding the foregoing, it is agreed by the Parties that, in connection with performance of this Agreement , including, without limitation, any and all public works (as defined by applicable law), Consultant shall bear all risks of payment or non-payment of prevailing wages under California law and/or the implementation of Labor Code Sections 1726 and 1781, as the same may be amended from time to time, and/or any other similar law. Section 4, Indemnification, specifically encompasses Claims arising from or related to (i) the noncompliance DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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by Consultant or any party performing Services of any applicable local, state, and/or federal law, including, without limitation, any applicable federal and/or state labor laws (including, without limitation, the requirement to pay state prevailing wa ges and hire apprentices); (ii) the implementation of Labor Code Sections 1726 and 1781, as the same may be amended from time to time, or any other similar law; and/or (iii) failure by Consultant or any party performing under this Agreement to provide any required disclosure or identification as required by Labor Code Section 1781, as the same may be amended from time to time, and/or any other similar law.

7.3 Licenses and Permits, Fees and Assessments. Consultant represents, warrants, and covenants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions, and perform the Services. Consul tant represents, warrants, and covenants to City that Consultant and its employees, agents, and subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions, and perform the Services. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid business licenses from City. Consultant shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for Consultant’s performance of the Services, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed, or imposed against City hereunder.

7.4 C
onflicts of Interest, Political Reform Act. Consultant represents, warrants , and covenants that Consultant presently has no interest, direct or indirect, which would interfere with or impair in any manner or degree the performance of Consultant’s obligations and responsibilities under this Agreement. Consultant further agrees that while this Agreement is in effect, Consultant shall not acquire or otherwise obtain any interest, direct or indirect, that would interfere with or impair in any manner or degree the performance of Consultant’s obligations and responsibilities under this Agreement. Consultant acknowledges that pursuant to the provisions of the Political Reform Act (Government Code Section 87100 et seq.), City may determine the Consultant to be a “consultant” as that term is defined by 2 California Code of Regulations Section 18700.3. In the event City makes such a determination, Consultant agrees to complete and file a “Statement of Economic Interest” with the City Clerk to disclose such financial interests as required by City. In such event, Consultant further agrees to require any other person doing work under this Agreement to complete and file a “Statement of Economic Interest” to disclose such other person’s financial interests as required by City.

7.5 A
mendments . The Parties may amend this Agreement and/or any Purchase Order only by a writing signed by all the Parties. The City Manager shall have the authority to execute amendments to this Agreement and any Purchase Order which extend the time for performance or modify the Services to be provided. Extensions of the time for performance of Services does not entitle Consultant to additional compensation to the compensation initially provided in the applicable Purchase Order.

7.6 A
ssignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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of Consultant’s unique personal competence, experience, and specialized personal knowledge.

Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in Consultant’s proposal, without prior written approval of the Contract Administrator. In the event that key personnel leave Consultant’s employ, Consultant shall notify City immediately.

7.7 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City's remedies shall include, but not be limited to, any or all of the following:
a. Immediately terminate this Agreement;
b. Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; c. Retain a different consultant to complete the Services; and/or d. Charge Consultant the difference between the cost to complete the Services described in the relevant Purchase Order that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 3 if Consultant had completed the Services.

SECTION 8. KEEPING AND STATUS OF RECORDS.

8.1 Records Created as Part of Consultant’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of City. Consultant hereby agrees to deliver those documents to City upon the expiration or termination of this Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for City and are not necessarily suitable for any future or other use. Any use of such documents for other projects by City shall be without liability to Consultant. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports, and other documents are confidential and will not be released to third parties without prior written consent of both Parties unless required by law.

8.2 L
icensing of Intellectual Property . This Agreement creates a non -exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, rights of reproduction, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, test data, survey results, models, renderings, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings, digital renderings, or data stored digitally, magnetically, or in any other medium, which are prepared or caused to be prepared by Consultant under this Agreement (“Documents and Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non- DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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exclusive and perpetual license for any Documents and Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents and Data. Consultant makes no such representation and warranty in regard to Documents and Data which were prepared by design professionals other than Consultant or provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

8.3 Consultant’s Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges or expenditures and disbursements charged to City for Services under this Agreement, if any for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such records shall be maintained in accordance with generally accepted a ccounting principles and shall be clearly identified and readily accessible.

8.4 I
nspection and Audit of Records. Any records or documents that Section 8.3 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of City.

Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement.

SECTION 9. MISCELLANEOUS PROVISIONS.

9.1 Attorneys’ Fees. If either Party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing Party shall be entitled to reasonable attorneys’ fees and expenses including costs, in addition to any other relief to which that Party may be entitled; provided, however, that the attorney s’ fees awarded pursuant to this Subsection shall not exceed the hourly rate paid by City for legal services multiplied by the reasonable number of hours spent by the prevailing Party in the conduct of the litigation. The court may set such fees in the same action or in a separate action brought for that purpose.

9.2 A
pplicable Law, Venue. The laws of the State of California shall govern this Agreement. In the event that either Party brings any action against the other under this Agreement, the Parties agree that trial of such action shall be vested exclusively in Riverside County.

9.3 S
everability . If any provision of this Agreement is held invalid, the remainder of this Agreement shall not be affected thereby and all other parts of this Agreement shall nevertheless be in full force and effect.

9.4 S ection Headings and Subheadings. The section headings and subheadings contained in this Agreement are included for convenience only and shall not limit or otherwise affect the terms of this Agreement.

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9.5 No Implied Waiver of Breach. Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting Party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either Party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.

9.6 S
uccessors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the Parties.

9.7 R ights and Remedies. The rights and remedies of the P arties are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other Party.

9.8 I ntegration . This Agreement, including the Exhibits attached hereto, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either Party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. In the event of a conflict between this Agreement and any of the Exhibits, this Agreement shall control.

9.9 C
ounterparts . This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement.

9.10 E xecution of Contract. The persons executing this Agreement on behalf of each of the Parties hereto represent and warrant that (i) such Party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said Party, (iii) by so executing this Agreement, such Party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other agreement to which said Party is bound.

9.11 N
ondiscrimination . Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that in the performance of this Agreement there shall be no discrimination against or segregation of, any person or group of persons on account of any impermissible classification including, but not limited to, race, color, creed, religion, sex, marital status, sexual orientation, national origin, or ancestry.

9.12 No
Third Party Beneficiaries. There are no intended third-party beneficiaries under this Agreement and no such other third parties shall have any rights or obligations hereunder.

9.13 N onliability of City Officers and Employees. No officer, official, employee, agent, representative, or volunteer of City shall be personally liable to Consultant, or any successor in DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
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interest, in the event of any default or breach by City or for any amount which may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

9.14 No Undue Influence. Consultant declares and warrants that no undue influence or pressure is used against or in concert with any officer or employee of City in connection with the award, terms or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of City shall receive compensation, directly or indirectly, from Consultant, or from any officer, employee, or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement.

9.15 N
o Benefit to Arise to City Employees. No member, officer, or employee of City, or their designees or agents, and no public official who exercises authority over or has responsibilities with respect to this Agreement during his/her tenure or for one (1) year thereafter, shall have any interes t, direct or indirect, in any agreement or sub -agreement, or the proceeds thereof, for any Services performed hereunder.
[Signatures on Following Page]

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IN WITNESS WHEREOF, the P arties hereto have executed and entered into this Agreement as of the Effective Date.

CITY OF MENIFEE

Armando G. Villa, City Manager

Attest:

Sarah Manwaring, City Clerk

Approved as to Form:

Jeffrey T. Melching, City Attorney

CONSULTANT

Jonis Smith, President

[Note: 2 officer’s signatures required if
Consultant is a corporation, unless provided
with a certificate of secretary in-lieu]
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EXHIBIT A.

EXHIBIT A

FORM OF PURCHASE ORDER
This form of Purchase Order is provided for an example only, and none of the fields set forth herein are guaranteed for any particular Services. The fields of each Purchase Order will vary based on the Services required. In no event shall the total, cumulative compensation paid to Consultant pursuant to this Agreement, including any and all Purchase Orders, exceed One Hundred Fifty Thousand Dollars and Zero Cents ($150,000.00).

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EXHIBIT B

RATE SCHEDULE

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EXHIBIT C

INVOICING REQUIREMENTS

As a government agency, the City of Menifee is responsible for monitoring all executed contract expenditures to ensure all expenses are within the approved contract budget, as well as monitor all work completed to ensure the scope of work requirements are being met on the approved contract timeline. At any time, project developers may request to view the invoices for their project and ask questions of City staff for items billed. To assist City staff and project developers, several items will be required to be submitted with each invoice in order to clearly and concisely standardize the information presented on all invoices provided by contracted consultants.

If multiple projects are being invoiced through a single billing submission, details of fiscal information for all projects are to be summarized in a table and included as part of the invoice. This table will have all projects listed with project name, project number or tract map number, purchase order number, the amount due on the current invoice for each project, the amount that was previously charged to each project purchase order, and the total amount billed to each project purchase order, as in the example below:

In addition, a full work detail will be included in each invoice. This detail will identify the name and title of the person who conducted the work, the task number/sub-number that was worked on, specific duties completed, date of work, number of hours, cost per hour, and total amount due, as in the example below:

These details will be required on all future invoices submitted.

PROJECT NAME CIP or TRACT
NO.

IP / IS No. PURCHASE
ORDER NO.

PURCHASE

ORDER VALUE

CURRENT

AMOUNT DUE

PREVIOUS
AMOUNT
BILLED

TOTAL BILLED

TO DATE
Sumac Ridge PM37668 IS22-019 04123 $ 50,000.00 $ 5,700.00 $ 10,000.00 $ 15,700.00 Underwood
Park
TM29835-2 IS21-032 04043 $ 35,000.00 $ 7,850.00 $ - $ 7,850.00 Talavera TM29777 IP15-084 03999 $ 17,500.00 $ 2,500.00 $ 15,000.00 $ 17,500.00 TOTAL AMOUNT DUE FOR THIS INVOICE: $ 16,050.00
DocuSign Envelope ID: 75280D4F-95DD-4C6E-BFD6-A3584497B6AF DocuSign Envelope ID: 7D0A8C17-D71C-435E-A0FC-6AC47719FB42 Item Title: 10.12
Agreement Amendment with J. Smith and T. Muli for Hydrological Review and Inspection Services Item Page Number: 55

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AMENDMENT NO. 1 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES

ENGINEERING DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)

AMENDMENT NO. 1 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES

ENGINEERING DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)

This is Amendment No. 1 (“Amendment No. 1 ”) to that certain Professional Services Agreement (“Agreement”) made on _September 25, 2023__ between the City of Menifee (“City”) and J. SMITH & T. MULI (“Consultant”) for HYDROLOGICAL REVIEW & INSPECTION SERVICES which this Amendment No. 1 is made and entered into on ______________, 2024 to increase the compensation amount as indicated below:

1. Capitalized terms used but not defined in this Amendment No. 1 shall have the meanings ascribed to them in the Agreement.

2. SECTION 3.1, “ Not to Exceed Compensation” is amended to increase the maximum not to exceed compensation by One Hundred Thousand Dollars and Zero Cents ($100,000.00), and is amended to read as follows:

3.1 Not to Exceed Compensation. Consultant shall be compensated for the Services and any approved reimbursable expenses as set forth in the relevant Purchase Order, and in no event shall City’s compensation to Consultant for a Purchase Order exceed the amount set forth therein. Compensation pursuant to this Agreement shall be at the rates set forth in the City’s Rate Schedule, attached hereto and incorporated herein by this reference as Exhibit “B” (“Rate Schedule”).

The compensation set forth in the Purchase Order represents total com pensation payable to Consultant without limitation to compensation for salary, overhead, benefits, fees, or other costs incurred by Consultant in performance of the Purchase Order. In no event shall the total, cumulative compensation paid to Consultant pursuant to this Agreement, including any and all Purchase Orders, exceed Two Hundred Fifty Thousand Dollars and Zero Cents ($250,000.00).

3. The initial paragraph of the original Exhibit A, to the Agreement is amended to read as follows:

FORM OF PURCHASE ORDER

This form of Purchase Order is provided for an example only, and none of the fields set forth herein are guaranteed for any particular Services. The fields of each Docusign Envelope ID: 579C87E9-8522-4C0D-AFB3-63FBEC6CDECB November 6
Item Title: 10.12
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AMENDMENT NO. 1 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES

ENGINEERING DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)
Purchase Order will vary based on the Services required. In no event shall the total, cumulative compensation paid to Consultant pursuant to this Agreement, including any and all Purchase Orders, exceed Two Hundred Fifty Thousand Dollars and Zero Cents ($250,000.00).

4. All other terms and conditions of the Agreement remain in full force and effect.

5. This Amendment No. 1 may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. (Signatures on Following Page)
Docusign Envelope ID: 579C87E9-8522-4C0D-AFB3-63FBEC6CDECB Item Title: 10.12
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AMENDMENT NO. 1 TO

MASTER AGREEMENT FOR PROFESSIONAL ON CALL SERVICES

ENGINEERING DEPARTMENT
(HYDROLOGICAL REVIEW & INSPECTION SERVICES)
CITY OF MENIFEE J. SMITH & T. MULI.

_______________________________ _______________________________ Armando G. Villa, City Manager Jonis Smith, President

Attest: ________________________________

_______________________________
Stephanie Roseen, Acting City Clerk

Approved as to Form:

_______________________________
Jeffrey T. Melching, City Attorney

Docusign Envelope ID: 579C87E9-8522-4C0D-AFB3-63FBEC6CDECB Item Title: 10.12
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CITY OF MENIFEE
SUBJECT: Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project
MEETING DATE: May 7, 2025
TO: Mayor and City Council
PREPARED BY: Carlos Geronimo, Engineering Manager
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve and authorize the City Manager to execute Contract Change Order No. 10 with Act 1 Construction, Inc. extending the number of working days by 228 days and increasing the compensation by $52,629.67, for a total contract amount not-to-exceed $8,907,428.40, for the New Quail Valley Fire Station No. 5 Project, Capital Improvement Program (CIP) Project No. 21-04 located on Goetz Road near Vista Way.

DISCUSSION
The New Quail Valley Fire Station No. 5, CIP Project No. CIP 21-04 (“Project”) is an approximately 9,000 sq. ft. facility located on Goetz Road near Vista Way. The new fire station has replaced the previous Quail Valley Fire Station No. 5, located at the intersection of Goetz Road and Avenida Robles. The new station provides a modernized facility to sustain necessary fire services while supporting additional staff and the area’s growing fire response needs.

On October 19, 2022, the City Council awarded the construction services contract to Act 1 Construction, Inc. (“Contractor”) in the amount of $8,626,796.57, and approved a total construction budget of $9,540,636. Construction efforts for the Project began in January 2023. In October 2024, the Project was substantially completed and in December 2024, Fire personnel officially occupied the facility full-time. Following a 14-month lead time, the back-up generator was delivered and installed in February 2025. Staff have been working with the Contractor on final punch list items in an effort to close out the Project. The proposed Contract Change Order (“CCO”) No. 10 would reconcile the Project timeline to account for unanticipated delays and additional contract items which include:
- Changing Vehicle Exhaust System
- Additional concrete bollards
- Additional mobilization for traffic signal set-up
- Temporary emergency lighting installation
Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 1

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City of Menifee Staff Report
CIP 21-04 CCO No. 10
May 7, 2025

Page 2 of 3 ends

2 3
5 3
- Utility vent extensions through roof
- Additional electrical conduits
- Changes to metered service type
- Additional costs for locker doors at bay
- Additional bathroom fixtures
- Water backflow cages
- Add fence pickets
- Additional 228 working days (rain days, claimed days, extensive material lead times) Although staff make every effort to carefully study and anticipate the extent of the scope of work required to achieve Project goals, unforeseen needs are often encountered as a Project of this magnitude progresses. Unknown site conditions requiring architectural modifications were necessary during construction activities for the Project resulting in additional work outside of the original scope and memorialized in the form of a CCO. Previously issued CCOs 1-9 were approved under City Manager or City Council authority, depending on the total value. A summary of all CCO activity is outlined in Table 1.

TABLE 1 - CONTRACT ACTIVITY HISTORY:

Contract Activity Approval Date Summary of Changes Value Original Contract 10/19/2022 Construction Services $8,626,796.57 CCO No. 1 4/17/2024 Additional Utility Work Including
Trenching For EMWD & Frontier Conduit $66,384.39
CCO No. 2 4/26/2024 Additional Electrical Items $17,241.54 CCO No. 3 6/3/2024 Day Room Ceiling Framing $28,588.15 CCO No. 4 6/10/2024 Electrical Changes $9,819.12
CCO No. 5 6/10/2024 Bms Interface $9,534.39
CCO No. 6 6/5/2024 Added Strongbacks $40,427.32
CCO No. 7 6/10/2024 Added Concrete at Genset $3,200.5
CCO No. 8 8/26/2024 Refueling Station & Gate Operator $46,866.05 CCO No. 9 10/14/2024 Electrical & Traffic Signal Changes $5,940.70 CCO No. 10 Pending Various Closeout Items $52,629.67
TOTAL $8,907,428.40
The total value of all CCOs, including the proposed CCO No. 10, is $280,631.83. This total represents 3.25% of the original Contract value and is within the original approved construction budget for the Project.

Pursuant to Menifee Municipal Code §3.12.090, any change orders in the amount greater than 10% of the contract amount or that exceeds the City Manager’s signing authority shall be approved by the City Council. Any time extension of a performance deadline that exceeds 60 days shall be approved by the City Council.

STRATEGIC PLAN OBJECTIVE
Safe and Attractive Community
Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 2

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City of Menifee Staff Report
CIP 21-04 CCO No. 10
May 7, 2025

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2 3
5 3

FISCAL IMPACT
The fiscal impact of the proposed CCO No. 10 is $52,629.67, for a total Contract amount not-to- exceed $8,907,428.40. Funding for the proposed CCO No. 10 is available in the FY 2024/2025 budget within the Quality-of-Life Fund (1105-PWD-CIPS-760050), as summarized in Table 2.

Table 2 – PROJECT BUDGET
Fund Project Account String Available Budget Anticipated Cost Quality of Life
(Measure DD) CIP21-04.1105.CON.CAE $188,818.07 $52,629.67 TOTAL $188,818.07 $52,629.67
No additional budget appropriation action(s) is required.

ATTACHMENTS

1. Project Location Map

2. CCO No. 10

3. Original Contract
Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 3

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Path: E:\Project_Specific_Maps\Engineering_PublicWorks\FireStation5_ProjectSite\FireStation5_ProjectSite.aprx Date: 11/23/2021 Fire Station No. 5 (CIP 21-04)
Project Location Map
Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 4

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Page 1 of 2 ends

P.O. #: 006219
DESCRIPTION OF CHANGES AND/OR EXTRA WORK:

ITEM U/M QUANTITY % CHNG UNIT PRICE TOTAL
1 LS 1 27,776.51$ $27,776.51
2 LS 1 5,310.00$ $5,310.00
3 LS 1 2,357.87$ 2,357.87$
4 LS 1 1,750.00$ 1,750.00$
5 LS 1 $2,242.88 $2,242.88
6 LS 1 $516.43 $516.43
7 LS
1 $970.49 $970.49
8 LS 1 $6,978.49 $6,978.49
9 LS 1 $1,655.00 $1,655.00
10 LS 1 $3,072.00 $3,072.00
11 LS 1 $1,441.59 $1,441.59
12 TOTAL ESTIMATED PRICE FOR THIS CHANGE ORDER: $52,629.67

ADDED FENCE PICKETS

PLACE CONCRETE A CURB AND BOLLARDS
CIP 21-04
Act 1 Construction
ADDITIONAL TIME CLAIM (228 DAYS)
PROJECT NAME:

PROJECT NO:

CONTRACTOR:

Menifee Fire Station #5
The Contractor is hereby directed to make the herein described changes from the plans and specifications and/or perform the following described work not included in the Plans and Specifications for this project. Work items shall include labor, materials, necessary for the performance and completion of the additional work. Equipment, traffic control, and incidentals.

ADDITIONAL DAY SHOW UP TIME FOR TRAFFIC

SIGNAL DUE TO LATE DELIVERY OF TIMING

SHEETS FOR THE SIGNAL

CHANGEOUT THE VEHICLE EXHAUST

DESCRIPTION
This document shall become an amendment to the Contract and all provisions of the Contract will apply hereto. This Change Order constitutes a complete and final resolution of all claims of the Contract for additional time or additional compensation related to or affected by work that is the subject of this Change Order. Quantities of items other than Lump Sum are not to exceed the amounts indicated.

CHANGE ORDER No. 10

WATER BACK FLOW CAGES NOT IN CONTRACT
4/7/2024

ADDING LOCKER DOORS TO APP BAY LOCKERS
DATE:

COST OF EXTENDING THE UTIITY VENTS FROM

THE LOWER ROOF THROUGH THE UPPER ROOF

ADDITIONAL CONDUIT FOR TRAFFIC SIGNAL

TEMPORARY EMERGENCY LIGHTS

BATHROOM FIXTURES NOT IN CONTRACT

ADDITIONAL COST FOR CHANGE TYP II

METERED SERVICE TO TYP III-C
M:\Public Works Department\_Public Works Projects\CIP Projects\21-04 QV New Fire Station 5\D- Construction\C-5 Change Orders (CCO) & Supporting Docs\CO10\CCO No. 10 Draft Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 5

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JUSTIFICATION:

PCO documents and applicable back-up documentation has been attached for your reference.

ADDITIONAL TIME CLAIMS: THERE WERE SEVERAL RAIN DAYS, TIME-SENSITIVE, AND LONG LEAD ITEMS IN THE PROJECT WHICH REQUIRED DAYS ADDED TO THE CONTRACT. THE EXTENSION OF THE CONTRACT DAYS AND THE ASSOCIATED CAUSES ARE AS FOLLOWS:
1) 73 RAIN DAYS
2) 15 DAYS -THERE WERE CONFLICTS IN THE DRAWINGS FOR THE BUILDING PAD ELEVATION WHICH REQUIRED RE-GRADING. 3) 13 DAYS - THE CONTRACTOR PLACED THE SEWER LINES IN PER THE DRAWING. HOWEVER, THE POINT OF CONNECTION ELEVATION AT THE SEWER MAIN WAS AT A DIFFERENT ELEVATION THAN SHOWN IN THE PLANS. THIS RESULTED IN REMOVING ALL THE SEWER LINES, BACKFILLING THE TRENCHES, AND REDESIGNING THE SEWER FOR THE NEW ELEVATION. 4) 15 DAYS - THE ORIGINAL BACKUP GENERATOR WAS DESIGNED TO USE DUAL FUEL (PROPANE AND DIESEL), HOWEVER IT WAS REJECTED DUE TO AQMD COMPLIANCE CERTIFICATIONS. THE DESIGNER AND CITY AGREED TO USE A DIESEL FUEL ONLY BACKUP GENERATOR WHICH AFFECTED AREA POWER, CONDUIT LOCATION, AND REQUIR]ED ADDITIONAL INSPECTION. 5) 12 DAYS - SWITCHGEAR CHANGES NEEDED FOR THE BACKUP GENERATOR RELOCATION HAD TO HAVE SCE REVIEW AND APPROVAL BEFORE MOVING FORWARD WITH THE ASSOCIATED ELEMENTS, CAUSING A DELAY. 6) 35 DAYS - APP BAY TRENCH DRAINS NEEDED MORE INFORMATION ON THEIR LAYOUT THAN THE PLANS INDICATED. THE

ARCHITECT PROVIDED THE NEW LOCATIONS HOWEVER, IT TOOK OVER TWO MONTHS TO PROVIDE THAT INFORMATION, AFFECTING THE CRITICAL PATH OF CONSTRUCTION.
7) 35 DAYS - FALL PROTECTION WAS REQUIRED AS A DEFERRED SUBMITTAL. THE CONTRACTOR OFFERED A SUBMITTAL PACKAGE; HOWEVER, THE DESIGN ENGINEER DID NOT PROVIDE AN ANSWER FOR 62 DAYS. THIS DELAYED THE ROOFING OF THE BUILDING. CONSEQUENTLY, THE DRYWALL, LATH, AND PLASTERING WERE DELAYED BECAUSE THE FRAMING HAD TO DRY OUT DUT TO THE RAIN EVENTS. ONLY 35 DAYS ARE AWARDED DUE TO CONCURRENT DELAYS WITH OTHER TIME CLAIMS.
8) 20 DAYS- THE SPACING AND METHOD OF ATTACHMENT OF THE Z BAR AROUND THE WINDOWS WAS SUBMITTED TO THE DESIGN ENGINEER FOR DIRECTION BY THE CONTRACTOR, WHICH WAS NOT ULTIMATELY ANSWERED UNTIL A MONTH LATER. 9) 10 DAYS - CHANGES IN THE FRAMING OF SHEER WALLS, WINDOW LOCATIONS, ELECTRICAL EQUIPMENT, AND STRUCTURAL STEEL HOLD DOWNS.

Additional Days Requested = 228
ITEM 1) THE ORIGINAL DESIGN PROVIDED FOR MAGNETIC CONNECTIONS FOR THE APP BAY VEHICLE EXHAUST SYSTEM.

HOWEVER, THE FIRE DEPARTMENT USES ONLY SUCTION CONNECTIONS. THE EXHAUST SYSTEM WAS THEN RETROFITTED WITH THE SUCTION EXHAUST SYSTEM.

ITEM 2) ADDITIONAL CONCRETE CURB WAS ADDED TO THE RIGHT OF WAY AND WAS USED FOR THE BOLLARDS ADDED TO THE CONTRACT TO PROTECT THE SWITH GEAR.

ITEM 3) THE SUBCONTRACTOR FOR THE INSTALLATION OF THE TRAFFIC SIGNAL WAS NOT SUPPLIED THE TIIMING SHEETS AT THE TIME OF THE INSTALLATION, WHICH NECESSITATED AN ADDITIONAL DAY OF WORK TO INSTALL THE TIMING.

ITEM 4) BUILDING AND SAFETY-REQUIRED TEMPORARY BATTERY-POWERED SAFETY LIGHTING TO BE INSTALLED UNTIL THE GENERATOR ARRIVES AND IS WORKING. THIS IS IN CASE OF A POWER OUTAGE.

ITEM 5) SEVERAL UTILITY VENTS WERE SHOWN ON THE PLANS TO TERMINATE ABOVE THE FIRST ROOF. HOWEVER, BUILDING CODE REQUIRES THAT THEY HAD TO BE ABOVE THE SECOND ROOF. THE CONTRACTOR EXTENDED THE VENTS TO ACCOMMODATE THE BUILDING CODE.

ITEM 6) ADDITIONAL CABLE WAS NEEDED TO COMPLETE THE TRAFFIC SIGNAL INSTALLATION.

ITEM 7) THERE WAS A CHANGE TO THE METER FROM A TYP II TO A TYPE III C AS DIRECTED BY THE ENGINEER OF RECORD.

ITEM 8) THE APP BAY LOCKERS ON THE PLAN DID NOT SHOW THEM WITH DOORS. THIS WAS ADDED DURING THE SUBMITTAL PROCESS.

ITEM 9) THERE WERE BATHROOM FIXTURES THAT WERE NOT PART OF THE CONTRACT THAT THE CITY DIRECTED THE CONTRACTOR INSTALL.

ITEM 10) THE BRASS BACKFLOW DEVICES FOR THE WATER SERVICES WERE NOT PROTECTED BY A BACKFLOW CAGE.PER THE CONTRACT. THE CONTRACTOR WAS DIRECTED TO INSTALL THEM.

ITEM 11) TO PROTECT THE LOCKING GATES FROM ILLEGAL ENTRY, THE CONTRACTOR WAS DIRECTED BY THE CITY TO INSTALL ADDITIONAL STEEL PICKETS TO SECURE THE GATES.

Date Originated:4/1/2024
Date Approved:

M:\Public Works Department\_Public Works Projects\CIP Projects\21-04 QV New Fire Station 5\D- Construction\C-5 Change Orders (CCO) & Supporting Docs\CO10\CCO No. 10 Draft Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 6

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Page 2 of 2 ends

CCO # Amount % Additional Time Date Approved
1 $66,384.39 0.77% 0 4/17/2024
2 $17,241.54 0.20% 6 4/26/2024
3 $28,588.15 0.33% 6 6/3/2024
4 $9,819.12 0.11% 12 6/10/2024
5 $9,534.39 0.11% 0 6/10/2024
6 $40,427.32 0.47% 9 6/5/2024
7 $3,200.50 0.04% 0 6/10/2024
8 $46,866.05 0.54% 0 8/26/2024
9 $5,940.70 0.07% 10 10/14/2024
10 Various Items $52,629.67 0.61% 0
0 228
Totals 280,631.83$ 3.25% 271
December 12, 2022
October 30, 2023
271
December 5, 2024

AUTHORIZATION BY CITY:

Recommended for approval by:

Date: __________ ____________________________________ Date: __________ Don Sharp (Construction Manager) Carlos E. Geronimo (City Project Manager) Approved by:

Date: __________ ____________________________________ Date: __________ Nick Fidler (PW Director/City Engineer) Armando Villa (City Manager) ACCEPTANCE BY CONTRACTOR:

Accepted ___________________________________________ Date: ____________________________ Signature
_____________________________________________________
Please print name and title
Revised Contract Amount:

Current Change Order Amoun
Description
Electrical & Traffic Signal changes
refueling station & gate operator
$8,626,796.57
Various Items
_________________________
Electrical Changes
Added Concrete at Genset
Additional Time Claim
BMS Interface
Added Strongbacks
Day Room Ceiling Framing
We, the undersigned Contractor, have given careful consideration to the above described changes and/or extra work and hereby agree that said work is a supplement to the contract and all provisions will apply hereto.

Date Started:

Original Completion Date:

Additional Time (Working Days)
Various Items
_________________________
$228,002.16
Revised Completion Date:$8,907,428.40
Previous Change Order Amou

CONTRACT VARIANCE SUMMARY
Original Contract Amount:
$52,629.67
M:\Public Works Department\_Public Works Projects\CIP Projects\21-04 QV New Fire Station 5\D- Construction\C-5 Change Orders (CCO) & Supporting Docs\CO10\CCO No. 10 Draft Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 7

Menifee Mayor and City Council
May 7, 2025
Page
440 of 626

Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 8

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May 7, 2025
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Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 9

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May 7, 2025
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Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 10

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Item Title: 10.13
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Work Order (WO) Proposal

Page 1 of 2 ends

Project Information Work Order Information
Project # CIP 21-04 PCO # 35 Drawing
Title Menifee Fire Station #5 Date Spec.

Address 29745 Goetz Rd Location
Other
City, State, Zip Menifee, CA 92587 Type Change Order
Country U.S Subject Rain Delay Days

Issued By Issued To
Contact Contact Donald Sharp
Company Act 1 Construction Inc. Company City of Menifee Address 444 6th St Address 29844 Haun Rd.

City, State, Zip Norco, CA 92860 City, State, Zip Menifee, CA 92598 Country United States Country U.S
Phone 951-735-1184 Phone
Fax 951-737-5342 Fax

Work Description
$0.00 Cost change order to add 73 working days to the contract schedule due to weather related incidents Cost Items
Item No. Item Description Quantity Unit Unit Price Total 1 Weather delays 1 LS $0.00 $0.00
2 3

Subtotal = 0.00
Days – 73 working days.

The work covered by this order shall be performed under the same Terms and Conditions as that included in the original contract unless stated otherwise above.

Submitted By: Response:
 Accept  Do Not Accept
ACT 1 Construction

Company Company

Alex Witham 7/10/2024 ____________________________________ _______________ ____________________________________ __________________ Item Title: 10.13
Contract Change Order No. 10 with Act 1 Construction, Inc. for the New Quail Valley Fire Station No. 5 Project Item Page Number: 100

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Quail Valley Rain Day
Delays. Description
1 12.12.22 Rain event
2 12.13.22 From previous days rain/too muddy.
3 12.26.22 Holiday
4 12.28.22 Rain Event
5 1.2.22 Holiday
6 1.3.23 Rain Event
7 1.4.23 Site is too saturated to perform work.
8 1.5.23 Rain Event
9 1.6.23 Site is too saturated to perform work.
10 1.10.23 Rain event
11 1.11.23 Site is too saturated to perform work.
12 1.12.23 Site is too saturated to perform work.
13 2.23.23 Rain event
14 2.24.23 Rain Event
15 2.27.23 Site is too saturated to perform work.
16 2.28.23 Rain event
17 3.1.23 Rain event
18 3.2.23 Site is too saturated to perform work.
19 3.3.23 Site is too saturated to perform work.
20 3.6.23 Rain event
21 3.10.23 Rain event
22 3.14.23 Rain event
23 3.15.23 Rain event
24 3.16.23 Site is too saturated to perform work.
25 3.17.23 Site is too saturated to perform work.
26 3.20.23 Site is too saturated to perform work.
27 3.21.23 Rain event
28 3.22.23 Site is too saturated to perform work.
29 3.23.23 Site is too saturated to perform work.
30 3.24.23 Site is too saturated to perform work.
31 3.29.23 Rain event
32 3.30.23 Rain event
33 5.4.23 Rain event
34 8.21.23 Site too saturated from previous days rain.
35 12.20.23 rain event. Conditions unsafe to perform framing 36 12.21.23 rain event. Conditions unsafe to perform framing 37 12.22.23 rain event. Conditions unsafe to perform framing 38 1.3.24 rain event. Conditions unsafe to perform framing and any onsite work. 39 1.8.24 High Winds event. Unable to have framers and roofers work on critical path. 40 1.11.24 High Winds event. Unable to have framers and roofers work on critical path. 41 1.22.24 Rain event. Consistant rain throughout the day 42 1.23.24 Site saturated. Unable to perform critical path work. 43 1.24.24 Site saturated. Unable to perform critical path work. 44 1.25.24 Site Saturted. Unable to perform critical path for framing of starter board for roofing 45 1.26.24 Site Saturted. Unable to perform critical path for framing of starter board for roofing. 46 2.1.24 Rain event. Unable to perform critical path work 47 2.2.24 Rain event. Unable to perfrom critical path work. 48 2.5.24 Rain Event. Consistant rain throughout the day. 49 2.6.24 Rain Event. Consistant rain throughout the day 50 2.7.24 Rain Event. Consistant rain throughout the day. 51 2.8.24 Rain event during prior evening. Site is too muddy and unsafe to perform work. 52 2.9.24 Site is too saturated to perform critical path work of framing, roofing, and siding. 53 2.12.24 Building saturated and could not perform critical path of building 54 2.13.24 Building saturated and could not perform critical path of building 55 2.14.24 Building saturated and could not perform critical path of building 56 2.15.24 Building saturated and could not perform critical path of building 57 2.16.24 Building saturated and could not perform critical path of building 58 2.19.24 Rain event. could not perform critical path work 59 2.20.24 Rain event. could not perform critical path work 60 2.21.24 Rain event. could not perform critical path work 61 2.22.24 Site too saturated to perform critical path work of framing, roofing. 62 2.23.24 Site too saturated to perform critical path work of framing, roofing. 63 2.26.24 Structures moisture content to high to perform critical path work 64 2.27.24 Rain event during prior evening. Structures moisture content to high to perform critical path work. 65 2.28.24 Building saturated and could not perform critical path of building 66 2.29.24 Building saturated and could not perform critical path of building 67 3.1.24 Building saturated and could not perform critical path of building 68 3.4.24 Building saturated and could not perform critical path of building 69 3.5.24 Building saturated and could not perform critical path of building 70 3.6.24 Building saturated and could not perform critical path of building 71 3.7.24 Building saturated and could not perform critical path of building. Site too saturateed and unsafe from previous days rain events 72 4.5.24 Rain Event. Haulted exterior work/ critical path of drying in building/waterproofing 73 4.12.24 Rain Event. Haulted exterior work/ critical path of drying in building/waterproofing Item Title: 10.13
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CITY OF MENIFEE BID AND CONTRACT DOCUMENTS

OWNER-CONTRACTOR AGREEMENT
CIP 21-04 QUAIL VALLEY NEW FIRE STATION #5
This Owner -Contractor Agreement (“Agreement”) is made and entered into for the above referenced Project by and between the City of Menifee (“Agency”), and ACT 1 CONSTRUCTION, INC. (“Contractor”), whose principal business address is 444 Sixth Street , Norco, CA 92860 on the ________ day of ______________, 20_______.

In consideration of the mutual covenants and agreements set forth herein, the Agency and Contractor have mutually agreed as follows:

1. CONSTRUCTION
The Contractor agrees to do all the Work and furni sh all the labor, services, materials and equipment necessary to construct and complete the Project in accordance with the Contract Documents (as hereinafter defined), including all work, labor, services, materials and equipment described and reasonably inferable from documents enumerated in Exhibit “A” attached hereto and incorporated herein by reference (such construction and furnishing of labor, service, materials and equipment hereinafter referred to as the “Work”) in a good worker-like and substantial manner and to the satisfaction of the Agency, in connection with the CIP 21-04 QUAIL VALLEY NEW FIRE STATION #5 to be constructed in the Quail Valley area in the City of Menifee, California.

The term Contract Documents shall mean this Agreement, and all o f the items enumerated in Exhibit “A” and all change orders or addenda issued by the Agency with respect thereto. Agency must consent in writing to any changes in the scope of Work. Exhibit “A” shall be deemed revised in accordance with any revisions for which Agency’s consent has been issued. Any revisions to the scope of Work for which Agency’s consent has not been issued shall be null and void.

2. CONTRACT PRICE
Agency hereby agrees to pay and the Contractor agrees to accept as full compensation for all Work performed in accordance with these Contract Documents the Contract Price as set forth in Exhibit “B”, Contract Price, attached hereto and incorporated herein by reference. Payments to the Contractor shall be made in the manner described in the Special Provisions.

3. TIME FOR PERFORMANCE
Time is of the essence in the performance of Work for this Agreement and all timing requirements shall be strictly adhered to unless otherwise modified by the Agency in accordance with these Bid and Contract Documents.

The Contractor shall complete the Work in every detail to the satisfaction of the Agency, exclusive of maintenance periods, within the specified duration set forth in the Notice to Proceed.

4. DELAYS AND EXTENSIONS OF TIME
See Section 6-6 of the Special Provisions.

DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF October 2219th
Item Title: 10.13
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5. COVID-19 SAFETY
If Contractor or subcontractor(s) enters City property or meets in person with City employees during the performance of the Services, Consultant shall comply with all State, County, and local emergency orders, directives, protocols, and best practices related to the COVID-19 pandemic, including, but not limited to: (A) wearing facial coverings, (B) maintaining adequate physical distancing when possible, (C) regular hand washing, and (D) regular hand sanitizing.

6. LABOR CODE REQUIREMENTS
Pursuant to Labor Code Section 1771.1, the Contractor and all subcontractors shall be registered with the Department of Industrial Relations. Pursuant to Labor Code Section 1771.4, the Contractor is hereby notified that this Project is subject to compliance monitoring and enforcement by the Department of Industrial Relations. [EFFECTIVE APRIL 1, 2015.]

7. NON-DISCRIMINATION
In the performance of this Agreement, the Contractor shall not refuse or fail to hire or employ any qualified person, or bar or dis charge from employment any person, or discriminate against any person, with respect to such person’s compensation, terms, conditions or privileges of employment because of such person’s race, religious status, sex or age.

8. AUTHORIZED AGENCY REPRESENTATIVES
On behalf of the Agency, the City Engineer of the City of Menifee shall be the Agency’s authorized representative in the interpretation and enforcement of all Work performed in connection with this Agreement. The City Engineer may delegate authority in connection with this Agreement to his/her assigned designees.

9. WORKERS’ COMPENSATION INSURANCE
a) By my signature hereunder, as Contractor, I certify that I am aware of the provisions of Section 3700 of the Labor Code, which requires every employer to be insured against liability for Workers’ Compensation or to undertake self -insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the Work of this Agreement.
b) The Contractor shall require each subcontractor to comply with the requirements of Section 3700 of the Labor Code. Before commencing any Work, the Contractor shall cause each subcontractor to execute the following certification:
“I am aware of the provisions of Section 3700 of the L abor Code, which requires every employer to be insured against liability for worker’s compensation or to undertake self -insurance in accordance with the provisions of that Code, and I will comply with such provisions before commencing the performance of the Work of this Agreement.”

10. ENTIRE AGREEMENT; CONFLICT
DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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The Contract Documents comprise the entire agreement between the Agency and the Contractor with respect to the Work. In the event of conflict between the terms of this Agreement and the bid of the Contractor, then this Agreement shall control and nothing herein shall be considered as an acceptance of the terms of the bid conflicting herewith.

11. MAINTENANCE OF AGREEMENT DOCUMENTATION
Contractor shall maintain all books, documents, papers, employee time sheets, accounting records and other evidence pertaining to costs incurred and shall make such materials available at its office at all reasonable times during the term of this Agreement and for three (3) years from the date of final payment under this Agreem ent, for inspection by Agency and copies thereof shall be furnished to Agency if requested.

12. INDEPENDENT CONTRACTOR
At all times during the term of this Agreement, Contractor shall be an independent contractor and shall not be an employee, agent, partner or joint venturer of the Agency. Agency shall have the right to control Contractor insofar as the results of Contractor’s services rendered pursuant to this Agreement; however, Agency shall not have the right to control the means by which Contractor accomplishes such services.

13. LICENSES AND PERMITS
Contractor represents and declares to Agency that it has all licenses, permits, qualifications and approvals of whatever nature which are legally required to practice its profession. Contractor represents and warrants to Agency that Contractor shall, at its sole cost and expense, keep in effect at all times during the term of this Agreement, any licenses, permits, qualifications or approvals which are legally required for Contractor to practice its profession.

14. GOVERNING LAW, VENUE
This Agreement and the Contract Documents shall be construed under and in accordance with the laws of the State of California, and the appropriate venue for any action or proceeding arising from this Agreement and/or the Contract Documents shall be had in the Superior Court of Riverside, Temecula Branch

15. COUNTERPARTS
This Agreement may be executed in any number of counterparts, each of which shall for all purposes be deemed to be an original.

16. FALSE CLAIMS
Contractor acknowledges that if a false claim is submitted to the Agency, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that the False Claims Act, California Government Code sections 12650, et seq., provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include within their scope false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or f alsity of the information. In the event the Agency seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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attorneys’ fees. Contractor hereby acknowledges that the filing of a false claim may the Contractor to an administrative debarment proceeding wherein Contractor may be prevented from further bidding on public contracts for a period of up to five (5) years.

I have read and understood all of the provisions of this Section 15, above:

(Initial) (Initial)

17. AGREEMENT MODIFICATION
This Agreement and the Contract Documents may not be modified orally or in any manner other than by an amendment in writing and signed by the Agency and the Contractor.

IN WITNESS WHEREOF this Agreement is executed as of the date first written above.

AGENCY:

City of Menifee
By:

Armando G. Villa, City Manager
CONTRACTOR:

By:

Name: Don Trenholm
Its: President
APPROVED AS TO FORM:

By:

Jeffrey T. Melching, City Attorney
By:

Name: Tiffany Trenholm
Its: Vice President/Secretary
ATTEST:

By:

Stephanie Roseen, Acting City Clerk

Contractor’s City Business License No.
657517, A, B, C12, C8, C29
State Contractor License No. & Class
444 Sixth Street
Street Address
Norco, CA 92860
City, State, Zip Code
DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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[NOTE: In the event the Contractor is a Corporation, the signatures of two separate persons holding different offices must be provided.]

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EXHIBIT A

CONTRACT DOCUMENTS
Owner-Contractor Agreement
Bid Schedule
Addenda
Plans
Special Provisions (Specifications)
Standard Specifications for Public Works Construction and Regional Supplements State Standard Specifications
State Standard Plans
Permits issued by jurisdictional regulatory agencies
Electric, gas, telephone, and cable television company specifications and standards

DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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EXHIBIT B

CONTRACT PRICE
Eight Million, Six Hundred Twenty Six Thousand, Seven Hundred Ninety Six Dollars and Fifty Seven Cents ($8,626,796.57)
The Contract Price for performing all Work described in the Contract Documents, including labor, materials, services and equipment is the total amount of all lump sum items and of all unit price sums, determined by multiplying the unit price for each item times the actual quantity of each such item, as determined by the Agency.

DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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DocuSign Envelope ID: 9CB60804-A6B5-48AA-AA01-6FB784B88AD7 DocuSign Envelope ID: 5BECA17E-68D5-47B4-BE91-0FFC625597DF Item Title: 10.13
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CITY OF MENIFEE
SUBJECT: Public Roadway Vacation No. 23-001, Vacating Dedicated Public Roadway, Portion of Antelope Road Previous
Alignment on the Map of Romola No. 15, Romola Farms
MEETING DATE: May 7, 2025
TO: Mayor and City Council
PREPARED BY: Andrew Walle, Associate Engineer
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve a resolution ordering the summary vacation of public road right of way dedication, together with the right of ingress and egress, on Antelope Road as previously dedicated on the recorded Map of Romola No. 15, located near the southwest corner of the new Antelope Road alignment and Calle Celia intersection; and

2. Authorize the City Clerk to record the approved resolution and Notice of Vacation No. 23-001 with the Riverside County Clerk Recorder’s Office.

DISCUSSION
The portion of Antelope Road to be vacated was originally offered as dedicated Right-of-Way (ROW) for public use by Romola Map No. 15 of Romola Farms, recorded on May 23, 1927 (“Map”), which also created the original parcels in the area. The original alignment of said portion of Antelope Road dedicated by the Map was abandoned following the realignment of the road as a result of required development improvements completed by KB Homes (“Developer”). Following the realignment of Antelope Road, and construction of the new road, the previously dedicated ROW is no longer necessary.

At the request of Reinaldo Chavez, property owner of lot 1673 per the Map, the City has reviewed the proposed vacation request as shown on the attached Notice of Vacation No. 23-001 (VAC 23- 001). Mr. Chavez has requested that action be taken to vacate the ROW that is no longer necessary for future public use and revert ownership back to him as the property owner. The portion of Antelope Road to be vacated is currently undeveloped, has not been in use as a public roadway or facility, and is considered by the City as excess ROW.

Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 1

Menifee Mayor and City Council
May 7, 2025
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City of Menifee Staff Report
Vacation 23-001 – Antelope Road
May 7, 2025

Page 2 of 2 ends

2 1
9 8
Streets and Highways Code (SHC) sections 8330 through 8336 give a legislative body the power to summarily vacate all or part of a street, highway, or public service easement, and set forth the procedures by which the power to vacate may be executed under summary vacation procedures.

This process differs from a general vacation procedure as it does not require that public notices of the vacation be published or that a public hearing be administered prior to considering the vacation. A summary vacation may be completed with the approval of a resolution by the legislative body and must be recorded with the County Clerk Recorders Office.

If approved, the proposed resolution and VAC23-001 would be recorded with the Riverside County Clerk Recorders Office, vacating that portion of the original Antelope Road dedication, along with any original rights of ingress and egress, effective as of the recorded date.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
There is no fiscal impact associated with the proposed summary vacation of Antelope Road. All costs associated with the realignment of Antelope Road have been borne by the Developer.

ATTACHMENTS

1. Location Map

2. Resolution

3. Notice of Vacation No. VAC23-001
Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 2

Menifee Mayor and City Council
May 7, 2025
Page
550 of 626

Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 3

Menifee Mayor and City Council
May 7, 2025
Page
551 of 626

4 9
7 9
2 RESOLUTION NO. 25-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA,

ORDERING THE SUMMARY VACATION OF THE PUBLIC ROAD RIGHT OF WAY,

TOGETHER WITH THE RIGHT OF INGRESS AND EGRESS, AS ORIGINALLY DEDICATED FOR PUBLIC ROAD AND UTILITY PURPOSES ON TRACT MAP NO. 15,

IN THE CITY OF MENIFEE, CALIFORNIA
WHEREAS, the Recorded Romola Map No. 15, located north of Rouse Road and east of Antelope Road in the City of Menifee (“City”), with Riverside County Recorder’s Office, included offers of dedications for public roadway and utility easements; and WHEREAS, the original alignment of Antelope Road was subsequently abandoned with the realignment and construction of the new Antelope Road by developer KB Homes; and WHEREAS, the property owner requested a vacation be granted for the remaining previously dedicated right of way, said vacation would relinquish any interest in the abandoned portion of Antelope Road; and
WHEREAS, the City has determined that a summary of vacation is warranted for relinquishing public right of way, moves to approve the notice of Vacation 23-001; and WHEREAS, the Streets and Highways Code Section 8333(c) establishes that a local jurisdiction may summarily vacate a public utility easement if “the easement has been superseded by relocation, or determined to be excess by the easement holder, and there are no other public facilities located within the easement.”
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California:

Section 1. The City Council, in summarily vacating public right of way, elects to proceed in accordance with the provision of the “Public Streets, Highways and Service Easements Vacation Law,” as established in Division 9, Part 3, of the Streets and Highways Code of the State of California.

Section 2. The City Council of the City of Menifee does hereby summarily vacate those public utility easements, together with the right of ingress and egress originally irrevocably offered by the Map of Romola No. 15, for the portion of Antelope Road, located near the southwest corner of the new Antelope Road Alignment and Calle Celia intersection, as described in the Easement Vacation and exhibits attached hereto and incorporated as Exhibit “A” and depicted on Exhibit “B” attached and incorporated.

Section 3. Nothing in this Resolution shall in any way affect or disturb any other existing easements for public utility purposes belonging to either the City of Menifee or public entity that existed prior to these vacation proceedings. Reservations of easements are made in accordance with the provisions or Division 9, Part 3, Chapter 5, Article 1, of the Streets and Highways Code of the State of California.

Section 4. The City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

Section 5. Severability. If any provision of this Resolution or the application thereof to any person or circumstances is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.

Section 6. Effective Date. This Resolution shall become effective immediately.

Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 4

Menifee Mayor and City Council
May 7, 2025
Page
552 of 626

4 9
7 9
2 PASSED, APPROVED AND ADOPTED this 7th day of May 2025.

Ricky Estrada, Mayor
Attest:

Stephanie Roseen, City Clerk
Approved as to form:

Jeffrey T. Melching, City Attorney
Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 5

Menifee Mayor and City Council
May 7, 2025
Page
553 of 626

Recording Requested By:

City of Menifee
When Recorded Mail To:

City of Menifee
29Haun Road
Menifee, CA. 92586
NOTICE OF VACATION NO. VAC 23-001

RECORDED OWNER(S) AFFECTED ASSESSOR PARCEL NUMBER(S) City of Menifee 331-200-028____________________ ______________________ ______________________________________________________________________________________________________________________________________

LEGAL DESCRIPTION OF PARCEL
SEE ATTACHED EXHIBIT “A” AND EXHIBIT “B” ATTACHED HERETO AND MADE A PART THEREOF.

SIGNATURE OF RECORD OWNER(S) (MUST BE NOTARIZED) DEPARTMENT USE ONLY SIGNATURE___________________________________________
Title Mayor, City of Menifee This Notice of Vacation No. VAC 23-001 is approved $77(67

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By: ________________________________________________________ Title: _____3XEOLF:RUNV'LUHFWRUBBBBBB ________________________ Date:_____________________________________________________________

PUBLIC WORKS DEPARTMENT APPROVAL
MAIL TAX STATEMENTS TO:

Reinaldo Chavez
27891 Packard Street
Menifee, CA 92585
Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 6

Menifee Mayor and City Council
May 7, 2025
Page
554 of 626

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Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 7

Menifee Mayor and City Council
May 7, 2025
Page
555 of 626

4/10/2024
Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 8

Menifee Mayor and City Council
May 7, 2025
Page
556 of 626

Item Title: 10.14
Public

Roadway

Vacation

No.

23-001,

Vacating

Dedicated

Public

Roadway,

Portion

of

Antelope

Road

Previous

Alignment
on the Map of Romola No. 15, Romola Farms
Item Page Number: 9

Menifee Mayor and City Council
May 7, 2025
Page
557 of 626

CITY OF MENIFEE
SUBJECT: Community Development Block Grant for Program Year 2025/2026 Annual Action Plan
MEETING DATE: May 7, 2025
TO: Mayor and City Council
PREPARED BY: Edna Lebron, Senior Management Analyst
REVIEWED BY: Orlando Hernadez, Acting Community Development Director APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Adopt a Resolution approving the City’s Community Development Block Grant (“CDBG”) Program Year (“PY”) 2025/2026 Annual Action Plan; and

2.Authorize the City Manager or his designee to execute all necessary agreements and other grant-related documents to receive CDBG funds.

DISCUSSION
The City of Menifee elected to become a CDBG entitlement jurisdiction beginning July 1, 2012.

This entitlement status enables the City to receive funds directly from the Federal Department of Housing and Urban Development (“HUD”) for distribution and expenditure within the City and allows the City Council to have greater control of the use of the funds and ensure greater accountability to Menifee residents. PY 2025/2026 will be the 14 th year the City of Menifee participates in the CDBG Program as an entitlement community.

As a recipient of annual CDBG grant funds, the City assists with the enhancement and support of low to moderate-income populations within the City of Menifee through the delivery of various programs and activities. Each year, the City must prepare and submit to HUD an Annual Action Plan, which identifies all the programs/activities to be completed in the upcoming program year, which runs from July 1 st to June 30 th. The Annual Action Plan is formally approved by the City Council at a public hearing.

The Annual Action Plan will generally include the following main categories of activities/programs:
•Planning/Administration (20% Cap)
•Fair Housing Services (Mandatory for Participation)
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 1

Menifee Mayor and City Council
May 7, 2025
Page
558 of 626

City of Menifee Staff Report
CDBG PY 2025/2026 Annual Action Plan
May 7, 2025

Page 2 of 3 ends

2 6
6 3
•Public Services (15% Cap)
•Housing (Senior Minor Home Rehabilitation Grant Program) •Public Facilities/Infrastructure Projects
On December 20, 2024, the City posted a Notice of Funding Availability (“NOFA”) and released the Public Services Application Booklet. Applications for Public Service funds requests were due on February 28, 2025. On March 20, 2025, the Menifee Citizen Advisory Committee (“MCAC”) reviewed the funding proposals received as a result of the NOFA and formulated their Public Services program funding recommendations for City Council consideration. The MCAC’s Public Services program recommendations are summarized below and are included within the proposed 2025/2026 Annual Action Plan.

TABLE 1 - PY 2025/2026 CDBG PUBLIC SERVICES
Organizations Requested MCAC Recommended

1. Assistance League of Temecula Valley $15,000 0*

2. Boys & Girls Club of Inland Valley $10,000 $10,000

3. Family Service Association (FSA) $20,000 $20,000

4. Habitat for Humanity Inland Valley $26,570 $10,000

5. Hospice of the Valleys $10,000 $13,500

6. Menifee Valley Community Cupboard $20,000 $20,000

7. Neighborhood Healthcare $15,000 0*

8. SAFE Family Justice Centers $10,500 $10,500

9. Voices for Children $10,000 0*
* Organization not recommended for funding in PY 2025/2026 based upon MCAC’s combined total scores of the “Community Needs Assessment”.

2025/2026 Annual Action Plan
At this time, allocations have not been announced. Per correspondence with HUD, jurisdictions are to project their Annual Action Plan using last year’s allocation ($560,000). The following summarizes the funding plan included within the proposed 2025/2026 Annual Action Plan:

TABLE 2 – PY 2025/2026 CDBG BREAKDOWN
Planning & Administration (20% Maximum Cap) $112,000.00 Administration 89,000.00
Fair Housing Services 23,000.00
Minor Home Rehabilitation Grant Program (MHRGP)** $264,000.00 **$40,000 for Activity Delivery Cost (ADC)
Public Services (15% Maximum Cap) $ 84,000.00
Boys and Girls Club of Menifee Valley 10,000.00
Family Service Association (FSA) 20,000.00
Habitat for Humanity Inland Valley 10,000.00 Hospice of the Valleys 13,500.00
Menifee Valley Community Cupboard 20,000.00
SAFE Family Justice Centers 10,500.00
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 2

Menifee Mayor and City Council
May 7, 2025
Page
559 of 626

City of Menifee Staff Report
CDBG PY 2025/2026 Annual Action Plan
May 7, 2025

Page 3 of 3 ends

2 6
6 3
Public Facilities/Infrastructure Projects $100,000.00 Kay Ceniceros’s Roof
Grant Total $560,00.00
**Staff recommend an increase in the MHRGP and ADC. The interest in the program remains vastly high, and the added ADC would help support the salary of the part-time management aide who assists in administering the MHRGP, therefore alleviating the general fund.

Should the actual CDBG award increase or decrease from the draft budget of $560,000, modifications would be made to the projects/activities line items. The modifications would not require a public hearing at the City Council, instead, staff would consult with the MCAC to adjust as needed.

STRATEGIC PLAN OBJECTIVE
Thriving Economy

FISCAL IMPACT
The fiscal impact for the acceptance of the grant is approximately $560,000 in both revenue and expenditure accounts, to be recognized in Fiscal Year (“FY”) 2025/2026. The biennial budget for FY 2025/2026 and 2026/2027 would propose federal grant revenue within the CDBG Fund (2481- 441000) and appropriate those funds to the various expenditure accounts, to be reviewed for adoption by the City Council on June 4, 2025. There is no match required by the City through the CDBG program. The FY 2025/2026 budget for CDBG presented within the City biennial budget would be generally broken out as follows, based on a draft allocation of $560,000:

TABLE 3 - BUDGET ACCOUNTS
Expenditure Description Account Code Amount
Administration 2481-CDD-CDBG-412-650100 83,060.00
Legal Advertising 2481-CDD-CDBG-412-651400 3,000.00 Membership & Dues 2481-CDD-CDBG-412-652200 940.00 Professional Services 2481-CDD-CDBG-412-652800 2,000.00 Minor Home Repair 2481-CDD-CDBG-412-658014 264,000.00 Fair Housing Services 2481-CDD-CDBG-412-658043 23,000.00 Public Services 2481-CDD-CDBG-412-658044 84,000.00
Public Facilities/Infra 2481-PWD-CIPC-412-760050 100,000.00 TOTAL $560,000.00

ATTACHMENTS

1. Proposed 2025/2026 Annual Action Plan

2.Resolution
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 3

Menifee Mayor and City Council
May 7, 2025
Page
560 of 626

City of Menifee
Community Development Block Grant (CDBG)
Program
Annual Action Plan
Program Year 14: 2025/2026
Community Development
29844 Haun Road
Menifee, CA 92586
May 7, 2025
City Council Resolution No. 25-
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 4

Menifee Mayor and City Council
May 7, 2025
Page
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Table of Contents
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)...........................................................................1 PR-05 Lead & Responsible Agencies 24 CFR 91.200(b) ...............................................................................6 AP-10 Consultation - 91.100, 91.200(b), 91.215(l)......................................................................................7 AP-12 Citizen Participation ........................................................................................................................21 AP-15 Expected Resources - 91.220(c)(1,2)………………………………………………………………………………………..27 AP-20 Annual Goals and Objectives ..........................................................................................................30 AP-35 Projects – 91.220(d) ........................................................................................................................32 AP-38 Project Summary.............................................................................................................................33 AP-50 Geographic Distribution – 91.220(f) ...............................................................................................38 AP-55 Affordable Housing – 91.220(g)......................................................................................................39 AP-60 Public Housing – 91.220(h) ...............................................................................................................41 AP-65 Homeless and Other Special Needs Activities – 91.220(i) ..............................................................42 AP-75 Barriers to affordable housing – 91.220(j)......................................................................................45 AP-85 Other Actions – 91.220(k) ...............................................................................................................46 AP-90 Program Specific Requirements – 91.220(l)(1,2,4).........................................................................49 Alternate/Local Data Sources …………………………………………………………………………………………… Appendix A Citizen Participation and Consultation………………………………………………………………………………… Appendix B Resolution and City of Menifee Map of Eligible CDBG Areas…………………………………..…………. Appendix C Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 5

Menifee Mayor and City Council
May 7, 2025
Page
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1 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
Executive Summary
AP-05 Executive Summary - 24 CFR 91.200(c), 91.220(b)

1. Introduction
On May 4, 2022, the Menifee City Council adopted its Five-Year 2022-2027 Consolidated Plan, which described the City’s housing and community development needs, strategies, and activities to address those needs over a five-year period using entitlement grant funds provided by the U.S.

Department of Housing and Urban Development (HUD). The 2025/2026 Action Plan for the period starting on July 1, 2025, and ending on June 30, 2026, represents the fourth year in that five- year plan. The grant program is consistent with HUD’s national strategy to provide decent housing opportunities, a suitable living environment, and economic opportunities, particularly for low- and moderate-income persons.

Community Development Block Grant (CDBG)
The Housing and Community Development Act of 1974 created the CDBG Program. The primary objective of the CDBG Program is the development of viable urban communities by providing decent housing, a suitable living environment, and expanding economic opportunities, principally for persons of low-and moderate-income. The CDBG regulations require that each activity meet one of the following national objectives:
•Benefit low- and moderate-income persons;
•Aid in the prevention or elimination of slums and blight; or •Meet other community development needs having a particular urgency.

Each year, the City certifies with the submission of its Annual Action Plan that it has given maximum feasible priority to activities that meet the first and second objectives above.

Additionally, the City certifies that no less than 70 percent of the CDBG funds received over a three-year certification period will be designed to benefit low- and moderate-income persons. 2025/2026 Program Year Funding
The City will receive approximately $560,000 in Community Development Block Grant funds in the Fiscal Year 2025/2026. At this time, allocations have not been announced. Should the actual CDBG award increase or decrease from the draft budget of $560,000, all proposed projects/activities budgets will be proportionally increased or decreased from the draft to match the allocation amount.

Regardless of what the final allocation amounts will be, staff recommend that the Activity Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 6

Menifee Mayor and City Council
May 7, 2025
Page
563 of 626

2 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
Delivery Cost for the Minor Home Repair Grant Program (MHRGP) be $40,000. Staff has increased the MHRGP funds over previous program years due to the high demand for the program. Many homeowners have felt the effects of the economy and can no longer stretch their budgets to include home repairs; therefore, this program remains very popular. The $40,000 in ADC would help offset the cost of the part-time management aide and senior management analyst who administers the program.

Any modifications would not require a public hearing at the City Council, instead, staff would consult with the MCAC to adjust as needed.

The following summarizes the funding plan included within the proposed 2025/2026 Annual Action Plan:
2025/2026 CDBG Program
Public Service Activities
Capital Improvement Activities
Kay Ceniceros’s Roof 100,000 Minor Home Repair Grant Program (MHRGP) 224,000 *Activity Delivery Cost for MHRGP 40,000 $364,000
Program Administration
City of Menifee Administration 89,000
Comprehensive Fair Housing Program 23,000
$112,000
Total $560,000
If additional funds become available during the program year from savings of completed projects or dropped projects, the City will increase the funding of the Minor Home Repairs Program as outlined in the 2025/2026 Annual Action Plan. No substantial amendments will be required for such an action.

2. Summary of the objectives and outcomes identified in the Plan Needs Assessment Overview
Boys & Girls Club of Menifee Valley 10,000
Family Service Association (FSA) 20,000
Habitat for Humanity 10,000
Hospice of the Valley 13,500
Menifee Valley Community Cupboard 20,000
SAFE Family Justice Centers 10,500
Total $84,000
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 7

Menifee Mayor and City Council
May 7, 2025
Page
564 of 626

3 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
HUD’s Community Planning and Development (CPD) Outcome Performance Measurement Framework classifies objectives into three categories: decent housing, a suitable living environment, and economic opportunity. Based on the Needs Assessment and Market Analysis, the Strategic Plan within the Consolidated Plan Identifies six high priority needs to be addressed through the implementation of activities aligned with the six Strategic goals.

The high-priority needs for Menifee are:
•Homelessness Prevention Services
•Improve Neighborhoods, Public Facilities, and Infrastructure •Economic Development
•Broadband Needs
•Provide Public Services for low-income residents
•Affordable Housing Prevention
Table 1 - Strategic Plan Summary
Goal
Name
Category Need(s)
Addressed
5-year Goal
Outcome
Indicator
2025/2026
Outcome
Indicator

1. Homelessness
Prevention
Services
Homeless
Prevent and
eliminate
homelessness
6,750 persons 1,912 persons

2. Improve
Neighborhoods,
Public Facilities,
and
Infrastructure
Improvements
Non-Housing
Community
Development
Neighborhood and
Infrastructure
Improvement
4,500 persons 3600 persons

3. Economic
Development
Non-Housing
Community
Development
Micro Enterprise
Program
Job Creation

TBD TBD

4. Broadband Non-Housing
Community
Development
Broadband Needs TBD TBD

5. Services for low- and
moderate-income
residents
Public
Services
Provide Public
Services for low-
income residents
2,305 persons 770 persons
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 8

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May 7, 2025
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4 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)

6. Affordable Housing
Preservation
Affordable
Housing
Preserved the supply
of affordable
housing
50 owner-occupied
units
14 owner-occupied
units

1. Evaluation of past performance
Comprehensively, the City has been able to meet most of the quantitative goals in the last five- year cycle including:
•Senior Assistance (62+ years or older) in the forms of:
o43 senior homes assisted via the city’s Senior Minor Repair program o187 seniors assisted via Habitat for Humanity
o1230 meals provided
o142 seniors provided comprehensive hospice service
•7,128 low-to-moderate income persons provided with emergency food distribution •358 low-to-moderate income persons provided domestic violence services •3,109 low-to-moderate income persons provided fair housing and/or tenant services •6,385 persons benefitting from two community infrastructure projects oSidewalk improvements (ADA ramps)
oStreet improvements (resurfacing)
•189 people experiencing homelessness were provided with homeless outreach and services
•1,193 youths from low-to-moderate-income communities were provided services such as school clothing or after-school programs.

Projects underway for completion in the coming months include:
•Additional minor home repair projects under the MHRGP Program

2. Summary of citizen participation process and consultation process The City adopted a new Citizen Participation Plan on May 3, 2017, that reflects regulatory changes and process improvements. In accordance with the City’s adopted Citizen Participation Plan, the City facilitated citizen participation through surveys, workshops, community meetings, and public hearings. Efforts were made to encourage participation by low- and moderate-income persons in areas where HUD funds are proposed to be used and Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 9

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May 7, 2025
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566 of 626

5 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
by residents of predominantly low- and moderate-income neighborhoods. The City also made efforts to encourage the participation of minorities and non-English speaking persons, as well as persons with disabilities. The consultation process included representatives of the CoC, PHA, and other specified groups who completed surveys, provided local data, and assisted the City to ensure practical coordination of strategies to maximize impact and to avoid duplication of effort.

3. Summary of public comments
In the development of the Action Plan, the City solicited applications from City Departments for housing and community development projects, the local fair housing agency, and the public services agencies. The draft Action Plan was available for public review and comment from April 7, 2025, to May 7, 2025. The City Council will convene a public hearing on May 7, 2025, to receive comments on the Action Plan.

4. Summary of comments or views not accepted and the reasons for not accepting them TBD

5. Summary
Each year, the City of Menifee is required to prepare an Action Plan specifying how resources will be allocated to address the priorities established in the Consolidated Plan. The 2025/2026 Action Plan addresses four of the Strategic Plan Goals from the 2022-2027 Consolidated Plan by allocating $560,000 of CDBG funds to projects and activities to be implemented from July 1, 2025, to June 30, 2026.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 10

Menifee Mayor and City Council
May 7, 2025
Page
567 of 626

6 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
PR-05 Lead & Responsible Agencies 24 CFR 91.200(b)

1. Describe agency/entity responsible for preparing the Consolidated Plan and those responsible for administration of each grant program and funding source The following is the agency responsible for preparing the Consolidated Plan and responsible for the administration of CDBG program.

Table 2 – Responsible Agencies
Agency Role Name Department/Agency
CDBG Administrator City of Menifee Community Development Narrative
The Community Development Department of the City of Menifee is the lead department responsible for the administration of the CDBG program. The Community Development Department contracted the services of Michael Baker International to assist the City in the preparation of the 2022-2027 Consolidated Plan.

In the development of this Consolidated Plan, the city implemented a comprehensive citizen participation and consultation process and conducted a needs assessment and market analysis to identify levels of relative need regarding affordable housing, homelessness, special needs, and community development. This information was gathered through consultation with public officials and local agencies, public outreach and community meetings, review of demographic and economic data, and housing market analysis.

In the implementation of the 2022-2027 Consolidated Plan and each of the five Annual Action Plans, the Community Development Department shall be responsible for all grant planning, management, and monitoring duties necessary to comply with HUD regulations and City policy.

Consolidated Plan Public Contact Information
Edna I. Lebrón
Sr. Management Analyst
City of Menifee
29844 Haun Road
Menifee, CA 92586
(951) 723-3713
[email protected]
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 11

Menifee Mayor and City Council
May 7, 2025
Page
568 of 626

7 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
AP-10 Consultation - 91.100, 91.200(b), 91.215(l)

1. Introduction
In preparing the Consolidated Plan and the Assessment of Fair Housing, the City of Menifee consulted with representatives from multiple agencies, groups, and organizations involved in the development of affordable housing, creation of job opportunities for low- and moderate-income residents, and the provision of services to children, seniors, persons with special needs, persons with HIV/AIDS and their families, and homeless persons. To facilitate this consultation, the City solicited feedback through the following methods:
•Online Survey
•Individual stakeholder consultations
•Community meetings
•Public hearings
•Receipt of written comments
To gather the greatest depth of information, the City consulted with a wide variety of agencies, groups, and organizations concerning the housing, community, and economic development needs of the community. The primary agencies, groups, or organizations consulted can be found on the following pages. A comprehensive list of stakeholders is provided in Appendix B. The input received from these consultation partners helped establish the objectives and goals described in the Strategic Plan. Specific comments received from these organizations are included in Appendix B.

Provide a concise summary of the jurisdiction’s activities to enhance coordination between public and assisted housing providers and private and governmental health, mental health and service agencies (91.215(I)).

The City recognizes the importance of coordination and alignment among various service providers to maximize the effectiveness of the CDBG program. As a result, during the development of the Consolidated Plan, the City consulted closely with organizations that provide assisted housing, health services, and other community-focused programs. Outreach efforts included surveys with specific questions associated with coordination, invitations to community meetings, workshops, and in-person interviews.

The City further recognized the importance of continued coordination and alignment during the preparation of the 2025/2026 Action Plan with these organizations and agencies. The City continues strengthening relationships and alignment among these organizations in the implementation of the NOFA process for CDBG funds and through technical assistance provided Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 12

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May 7, 2025
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8 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
to sub-recipients of CDBG funds each year. The City monitors its affordable housing units every year to ensure compliance with State and Federal requirements, supports the County’s Section 8 program, and participates in the County’s Mortgage Credit Certification (MCC) program.

Describe coordination with the Continuum of Care and efforts to address the needs of homeless persons (particularly chronically homeless individuals and families, families with children, veterans, and unaccompanied youth) and persons at risk of homelessness The Continuum of Care of Riverside County (CoC) guides the development of homeless strategies and the implementation of programs to end homelessness throughout the region. The CoC is comprised of a network of public, private, faith-based, for-profit, and nonprofit service providers who utilize several federal, state, and local resources in providing services for homeless persons.

The County and its cities, including the City of Menifee, also provide resources for services that assist the homeless and those at risk of becoming homeless. The nonprofit and faith-based community plays a key role in the current CoC system. Hundreds of agencies throughout the County provide programs ranging from feeding the homeless on the street to creating permanent supportive housing opportunities. These services are available to homeless families with children as well as single men and women. The nonprofit and faith-based community also serves special needs populations, such as victims of domestic violence, veterans, persons with disabilities, and unaccompanied youth.

During the Five-Year Consolidated Planning process, the City provided a detailed questionnaire to the CoC to identify the CoC’s perceived needs in the County and its objectives to address the needs of different homeless populations, specifically chronically homeless families and individuals, families with children, veterans, unaccompanied youth and persons at risk of homelessness. Following the delivery and response to this questionnaire, the City followed up with the CoC to clarify existing needs and objectives and understand opportunities for collaboration and coordination during the five-year planning process.

Describe consultation with the Continuum(s) of Care that serves the jurisdiction's area in determining how to allocate ESG funds, develop performance standards and evaluate outcomes, and develop funding, policies and procedures for the administration of HMIS In the development of the 2022-2027 Consolidated Plan, the City of Menifee consulted forty- three housing, social services, and other entities involved in housing, community, and economic development in Menifee and throughout the region to obtain valuable information on priority needs in the City and how CDBG funds and other resources should be invested to provide decent affordable housing, a suitable living environment, and economic opportunities primarily for its low- and moderate-income residents. The CoC was consulted directly by telephone and email to discuss performance standards, outcomes, and policies and procedures for HMIS. The City was Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 13

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May 7, 2025
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9 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
referred to the Ten-Year Plan to End Homelessness, the Point-in-Time homeless count, and other publicly available reports. The City does not receive any ESG funds.

Below (section 2) includes a representative listing of the entities consulted as part of the consultation process.

2. Describe Agencies, groups, organizations and others who participated in the process and describe the jurisdictions consultations with housing, social service agencies and other entities
Table 3 – Agencies, groups, organizations who participated 1 Agency/Group/Organization Fair Housing Council of Riverside County, Inc.

Agency/Group/Organization Type Service-Fair Housing
What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Other-Public Services
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying fair housing needs within the City and
developing the market analysis and strategies.
2 Agency/Group/Organization YES place
Agency/Group/Organization Type Economic Development
What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Economic Development
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
housing needs and economic development
needs within the City and development market
analysis and strategies.
3 Agency/Group/Organization California Apartment Association Inland Empire Agency/Group/Organization Type Housing/Rental Property
What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
housing needs and economic development
needs within the City and development market
analysis and strategies.
4 Agency/Group/Organization Building Industry Association Agency/Group/Organization Type Housing Developer
Item Title: 11.1
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What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Item Title: 11.1
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How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
housing needs within the City and development
market analysis and strategies.
5 Agency/Group/Organization Quail Valley Environmental Coalition Agency/Group/Organization Type Environmental
What section of the Plan was addressed by
Consultation?
Other - Environmental
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
environmental impact within the City and
development market analysis and strategies.
6 Agency/Group/Organization Riverside County Continuum of Care Agency/Group/Organization Type Services-homeless
What section of the Plan was addressed by
Consultation?
Homeless Needs - Chronically homeless
Homeless Needs – Families with children
Homelessness Needs – Veterans
Homelessness Needs - Unaccompanied Youth
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying needs of the homeless and developing
strategies to address those needs.
7 Agency/Group/Organization Assistance League of Temecula Valley Agency/Group/Organization Type Youth Services
What section of the Plan was addressed by
Consultation?
Services – Youth Services
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
needs of at-risk you in the City and developing
strategies to address those needs.
8 Agency/Group/Organization Housing Authority of the County of Riverside Agency/Group/Organization Type Housing
PHA
What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Public Housing Needs
Item Title: 11.1
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How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
housing needs within the City and developing
the market analysis and strategies.
9 Agency/Group/Organization Habitat for Humanity Inland Valley Agency/Group/Organization Type Housing
Services - Housing
What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
understanding the housing needs of City
residents.
10 Agency/Group/Organization Hospice of the Valleys
Agency/Group/Organization Type Services – Terminally ill What section of the Plan was addressed by
Consultation?
Services-Persons with Disabilities
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
understanding services for seniors and those
with disabilities needs for the City of Menifee
and developing the market analysis and
strategies.
11 Agency/Group/Organization Family Service Association Agency/Group/Organization Type Services – Youth
What section of the Plan was addressed by
Consultation?
Other – Public Services
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
needs of children living in the target areas within
the City and developing the market analysis and
strategies.
12 Agency/Group/Organization Rotary Club of Menifee Valley Agency/Group/Organization Type Business and Civic Leaders What section of the Plan was addressed by
Consultation?
Economic Development
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
economic development needs within the City
and developing the market analysis and
strategies.

Item Title: 11.1
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13 Agency/Group/Organization Riverside County Veterans Services Agency/Group/Organization Type Veteran Services
What section of the Plan was addressed by
Consultation?
Services – Veterans
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
homeless and housing needs within the city and
developing the market analysis and strategies.
14 Agency/Group/Organization Senior Advisory Committee
Agency/Group/Organization Type Government – local
What section of the Plan was addressed by
Consultation?
Services – senior
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and Community Outreach Meeting.

Information was used in identifying senior
services and senior housing needs within the
city and developing the market analysis and
strategies.
15 Agency/Group/Organization Foothill AIDS
Agency/Group/Organization Type Housing and services for those with AIDS What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Services – AIDS
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
homeless and housing needs within the city
and developing the market analysis and
strategies.
16 Agency/Group/Organization Lake Menifee Women’s Club
Agency/Group/Organization Type Business and Civic Leaders What section of the Plan was addressed by
Consultation?
Other - Education
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
educational needs of persons living in the
target areas within the city and developing
the market analysis and strategies
Item Title: 11.1
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17 Agency/Group/Organization County of Riverside Economic Development Agency
Agency/Group/Organization Type Other – Local government committee What section of the Plan was addressed by
Consultation?
Economic Development
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
understanding economic needs for the City of
Menifee and developing the market analysis
and strategies.
18 Agency/Group/Organization Southern California Association of Governments Agency/Group/Organization Type Other-Intergovernmental cooperation What section of the Plan was addressed by
Consultation?
Housing needs (regional)
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
housing needs regionally and in the city and
developing the market analysis and strategies.
19 Agency/Group/Organization STAT Horse Sanctuary
Agency/Group/Organization Type Other - Public Services
What section of the Plan was addressed by
Consultation?
Other – Recreation
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying recreational needs of children living in
the target areas within the City and developing
the market analysis and strategies.
20 Agency/Group/Organization Menifee Valley Chamber of Commerce Agency/Group/Organization Type Other – Economic Development What section of the Plan was addressed by
Consultation?
Other – Economic Development
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
economic development needs within the City
and developing the market analysis and
strategies.
21 Agency/Group/Organization EQUU8 Horsemanship and Therapeutic Riding Agency/Group/Organization Type Other - Public Services
What section of the Plan was addressed by
Consultation?
Non-Homeless Special Needs
Item Title: 11.1
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How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
recreational needs of persons with disabilities
living in the target areas within the City and
developing the market analysis and strategies.
22 Agency/Group/Organization Eastern Municipal Water District Agency/Group/Organization Type Regional Government
What section of the Plan was addressed by
Consultation?
Infrastructure Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
infrastructure and public facility needs within
the City and developing the market analysis
and strategies.
23 Agency/Group/Organization Riverside County Coalition for Alternatives to Domestic Violence
Agency/Group/Organization Type Homelessness Needs-Families with Children What section of the Plan was addressed by
Consultation?
Homelessness Needs-Families with Children
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
needs of victims of domestic violence and
developing strategies to address those needs.
24 Agency/Group/Organization Social Work Action Group
Agency/Group/Organization Type Services – Homeless
What section of the Plan was addressed by
Consultation?
Homelessness Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
homeless needs and services for the City of
Menifee and developing strategies to
address those needs.
25 Agency/Group/Organization SAFE Family Justice Centers Agency/Group/Organization Type Services-Victims of Domestic Violence What section of the Plan was addressed by
Consultation?
Homelessness Needs-Families with Children
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
needs of victims of domestic violence and
developing strategies to address those needs.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 20

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26 Agency/Group/Organization Western Riverside Council of Governments and Southern California Association of Governments
Agency/Group/Organization Type Regional organization
Planning organization
What section of the Plan was addressed by
Consultation?
Market Analysis
Other-regional planning
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying needs in the region and developing
strategies to address those needs.
27 Agency/Group/Organization Community Cupboard of Menifee Valley Agency/Group/Organization Type Services-homeless
What section of the Plan was addressed by
Consultation?
Homeless Needs-Chronically homeless
Homeless Needs –Families with children
Homelessness Needs – Veterans
Homelessness Needs – Unaccompanied
Homelessness Needs-Unaccompanied Youth
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying homeless needs of persons living the
City and developing the market analysis and
strategies to address those needs.
28 Agency/Group/Organization Inland Empire Small Business Development Center Agency/Group/Organization Type Services – job creation and training What section of the Plan was addressed by
Consultation?
Other – economic development, job training
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
economic development and job training and
needs for the City of Menifee. Then for the
development of the market analysis and
strategies to address those needs.
29 Agency/Group/Organization City of Menifee Community Services Agency/Group/Organization Type Government – Local
What section of the Plan was addressed by
Consultation?
Services – local community needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
community services needed for the City of
Menifee and the development of the
marketing analysis and strategies to address
those needs.
30 Agency/Group/Organization Community Access Center
Agency/Group/Organization Type Services – Persons with Disabilities Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 21

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What section of the Plan was addressed by
Consultation?
Other - Public Service
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
recreational needs of persons with disabilities
living in the target areas within the City and
developing the market analysis and strategies.
31 Agency/Group/Organization City of Menifee IT Department Agency/Group/Organization Type Other government-Local
What section of the Plan was addressed by
Consultation?
Broadband needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying broadband needs for the at risk
communities in the City of Menifee.
32 Agency/Group/Organization Boys and Girls Club of Menifee Valley Agency/Group/Organization Type Services-Children
What section of the Plan was addressed by
Consultation?
Other-Recreational Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying recreational needs of children
living in the target areas within the City and
developing the market analysis and strategies.
33 Agency/Group/Organization Menifee Police Department
Agency/Group/Organization Type Government – local law enforcement What section of the Plan was addressed by
Consultation?
Services – safety and community needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
safety and community needs of persons living in
the target areas within the City and developing
the market analysis and strategies.
34 Agency/Group/Organization Riverside Housing Development Corporation Agency/Group/Organization Type Affordable Housing
What section of the Plan was addressed by
Consultation?
Affordable Housing
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
affordable housing needs.
35 Agency/Group/Organization U.S. Vets Initiative
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 22

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Agency/Group/Organization Type Services – Veteran housing, counseling, services What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Services - Veterans
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
affordable housing and veteran needs for the
City of Menifee and developing the marketing
analysis and strategies.
36 Agency/Group/Organization VA Loma Linda Healthcare System Agency/Group/Organization Type Hospital – Veterans
What section of the Plan was addressed by
Consultation?
Services – Veterans
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
veteran healthcare and needs regionally and
developing the marketing analysis and strategies.
37 Agency/Group/Organization Veterans of Foreign War
Agency/Group/Organization Type Services-Health
Publicly Funded Institution/System of Care
What section of the Plan was addressed by
Consultation?
Homelessness Needs-Veterans
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and Interview. Information was used in
identifying needs of veterans within the City
and developing the market analysis and
strategies.
38 Agency/Group/Organization County of Riverside University Health System Agency/Group/Organization Type Services – behavioral health/health What section of the Plan was addressed by
Consultation?
Other – Mental Health Services
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
behavioral health and services regionally and
developing the market analysis and strategies.
39 Agency/Group/Organization Inland Regional Center
Agency/Group/Organization Type Services-Persons with Disabilities Regional organization
\
What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Non-Homeless Special Needs
Item Title: 11.1
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How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
homeless and housing needs within the city
and developing the market analysis and
strategies
40 Agency/Group/Organization State Council on Developmental Disabilities Agency/Group/Organization Type Services-Persons with Disabilities Other Government-State
What section of the Plan was addressed by
Consultation?
Housing Needs Assessment
Non-Homeless Special Needs
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
needs of the special needs population and
developing the programs and strategies.
41 Agency/Group/Organization Riverside County Economic Development Agency Agency/Group/Organization Type Other government-County
What section of the Plan was addressed
by Consultation? Other-Intergovernmental cooperation
How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey. Information was used in identifying
needs of the business community within the City
and developing the market analysis and
strategies.
42 Agency/Group/Organization City of Menifee City Council Agency/Group/Organization Type Other government-Local
What section of the Plan was addressed
by Consultation?
Economic Development, housing needs,
infrastructure needs.

How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying economic development, housing,
and infrastructure needs within the City.
43 Agency/Group/Organization City of Menifee City Manager’s Office Agency/Group/Organization Type Other government-Local
What section of the Plan was addressed
by Consultation?
Economic Development, housing needs,
infrastructure needs.

How was the Agency/Group/Organization
consulted and what are the anticipated
outcomes of the consultation or areas for
improved coordination?
Survey and interview. Information was used in
identifying economic development, housing,
and infrastructure needs within the City.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 24

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Identify any Agency Types not consulted and provide rationale for not consulting The City maintains a list of agencies, organizations, and other stakeholders that have expressed an interest in the City’s CDBG program and invited representatives from each entity to participate at multiple points in the planning process. All agencies were strongly encouraged to attend meetings and participate in surveys.

Any agency or organization that was not consulted and would like to be included in the City’s list of stakeholders, is encouraged to contact Edna I. Lebrón in the Community Development at (951) 723-3713.

Other local/regional/state/federal planning efforts considered when preparing the Plan Table 4 – Other local/regional/federal planning efforts Name of Plan Lead Organization How do the goals of your Strategic Plan overlap with the
goals of each plan?
Office of Homeless Services (OHS) Housing & Workforce Solutions (HWS) of Riverside County
Strategic Plan Goals are
consistent with Ten Year
Strategy to End Homelessness
2021-2029 Housing Element City of Menifee Strategic Plan Goals are consistent with Housing
Element policies and goals
Describe cooperation and coordination with other public entities, including the State and any adjacent units of general local government, in the implementation of the Consolidated Plan (91.215(l))
In the development of the 2022-2027 Consolidated Plan and the 2025/2026 Action Plan, the City afforded the following public entities with the opportunity to provide input on the Consolidated Plan. The City welcomes their input concerning the future implementation of projects to address the Strategic Plan goals identified in section SP-45 of the Consolidated Plan:
•Assistance League of Temecula Valley
•Boys and Girls Club of Menifee Valley
•Building Industry Association
•California Apartment Association Inland Empire
•City of Menifee City Council
•City of Menifee City Manager
•City of Menifee Community Services
•City of Menifee IT Department
•Community Access Center
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 25

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•Community Cupboard of Menifee Valley
•County of Riverside Economic Development Agency
•County of Riverside University Health System
•Eastern Municipal Water District
•EQQU8 Horsemanship and Therapeutic Riding
•Fair Housing Council of Riverside County, Inc.
•Family Service Association
•Foothill AIDS
•Habitat for Humanity Inland Valley
•Hospice of the Valleys
•Housing Authority of the County of Riverside
•Inland Empire Small Business Development Center
•Inland Regional Center
•Lake Menifee Women’s Club
•Menifee Police Department
•Menifee Valley Chamber of Commerce
•Quail Valley Environmental Coalition
•Riverside County Coalition for Alternatives to Domestic Violence •Riverside County Continuum of Care
•Riverside County Economic Development Agency
•Riverside County Veterans Services
•Riverside Housing Development Corporation
•Rotary Club of Menifee Valley
•SAFE Alternatives for Everyone
•Senior Advisory Committee
•Social Work Action Group
•Southern California Association of Governments
•STAT Horse Sanctuary
•State Council on Developmental Disabilities
•U.S. Vets Initiative
•VA Loma Linda Healthcare System
•Veterans of Foreign War
•Western Riverside Council of Governments and Southern California Association of Governments
•YESplace
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 26

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AP-12 Citizen Participation

1. Summary of citizen participation process/Efforts made to broaden citizen participation Summarize citizen participation process and how it impacted goal-setting On January 4, 2017, the City adopted a Citizen Participation Plan (CPP) to describe how the City intends to involve its citizens in the development of the Consolidated Plan. On May 3, 2017, the Citizen Participation Plan was amended for appropriate and adequate citizen participation. On June 17, 2020, the CPP was revised for COVID-19.

The City established and followed the citizen participation process for the development of this five- year Consolidated Plan that included broad participation from the community. To assist in the identification of priority needs in the City, the Community Needs Assessment and Fair Housing Survey was prepared in English and Spanish and distributed to residents of the City to solicit input in the prioritization of needs related to community services, community facilities, infrastructure, neighborhood services, special needs services, businesses and jobs, and housing. The surveys were available online. The City received a total of 538 responses to the survey.

A community meeting was conducted on October 14, 2021. A community workshop was conducted on January 27, 2022, with prospective nonprofits intending to submit grant applications for CDBG funds and to obtain input on community needs. The Menifee Citizens Advisory Committee conducted a community meeting on March 8, 2022, to discuss the Consolidated Plan process.

Two public hearings were held at different stages in the development of the Consolidated Plan. The first public hearing was held on April 6, 2022. The second hearing was conducted on May 4, 2022, to receive comments on the draft 2022-2027 Consolidated Plan and the 2022/2023 Annual Action Plan. The Plans were adopted on May 4, 2022.

On March 20, 2025, the Menifee Citizens Advisory Committee (MCAC) conducted a meeting to consider the CDBG funding recommendations for the Fiscal Year 2025/2026. The MCAC performs in an advisory capacity to City staff and the City Council concerning the CDBG programs and activities. Nine non-profits attended and spoke about their proposed project. After receiving all testimony, the MCAC made its funding recommendation.

On April 7, 2025, the City published a notice in English and Spanish in the Press Enterprise, as well as posted on the city website; city hall, community services, police department, city libraries and Marion Ashley community center bulletin boards providing the public a 30-day notice to review and comment on the draft 2025/2026 Action Plan. On May 7, 2025, the City Council will consider public testimony regarding the draft 2025/2026 Action Plan and authorize staff to submit it to the U.S. Department of Housing and Urban Development for program funding.

At each step in the process, the City was careful to ensure that low- and moderate-income residents, members of minority groups, agencies involved in the provision of services to these populations, and others who are directly impacted by the programs and activities supported by Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 27

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the Consolidated Plan programs had the opportunity to be actively involved. To promote greater public accessibility to program documents, the Citizen Participation Plan, Consolidated Plan, Action Plans, CAPERs, and the Analysis of Impediments to Fair Housing Choice are posted on the city’s website.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 28

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Table 5 – Citizen Participation Outreach
Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of response / attendance Summary of
comments received
Summary of
comments not
accepted and reasons
URL
(If applicable)
1 Internet
Outreach
Non-targeted/
broad community
Public Notice on City Website - 30-
day Public Review and Comment
Period for Public Hearing on
September 18, 2024, regarding
2023/2024 CAPER
No written
comments,
telephone calls, or
email inquiries were
received from
interested parties.

N/A www.cityofme
nifee.us
2 Newspaper Ads Minorities
Persons with
Disabilities
Non-English
Speaking - Specify
other language:

Spanish
Non-targeted/
broad community
Public Notice Published in the Press
Enterprise in English and Spanish -
30-day Public Review and Comment
Period for Public Hearing on
September 18, 2024, regarding
2023/2024 CAPER
No written
comments were
received
N/A
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 29

Menifee Mayor and City Council
May 7, 2025
Page
586 of 626

25 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of response/attendance Summary of
comments received
Summary of
comments not
accepted and reasons
URL
(If applicable)
3 Flyers –
Community
Bulletin Boards
Minorities
Persons with
Disabilities
Non-English
Speaking - Specify
other language:

Spanish
Non-targeted/
broad community
Public Notice posted at City Hall,
Police Department, and Community
Centers located within the City –
30-day Public Review and Comment
Period for Public Hearing on
September 18, 2024, regarding
2023/2024 CAPER
No written
comments were
received
N/A
4 Internet
Outreach
Non-targeted/
broad community
Public Notice on City Website -
NOFA 2025/2026
No written
comments,
telephone calls, or
email inquiries were
received from
interested parties.

N/A www.cityofme
nifee.us
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 30

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May 7, 2025
Page
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26 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)

Sort
Order
Mode of
Outreach
Target of
Outreach
Summary of response / attendance Summary of
comments received
Summary of
comments not
accepted and reasons
URL
(If applicable)
5 Newspaper Ads Minorities
Persons with
Disabilities
Non-English
Speaking - Specify
other language:

Spanish
Non-targeted/
broad community
Public Notice Published in the Press
Enterprise in English and Spanish -
NOFA 2025/2026
No written
comments were
received
N/A
6 Flyers –
Community
Bulletin Boards
Minorities
Persons with
Disabilities
Non-English
Speaking - Specify
other language:

Spanish
Non-targeted/
broad community
Public Notice posted at City Hall,
Police Department, Libraries, and
Community Center located within
the City – NOFA 2025/2026
No written
comments were
received
N/A
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 31

Menifee Mayor and City Council
May 7, 2025
Page
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27 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
7 Internet
Outreach
Non-targeted/
broad community
Public Notice on City Website 30-
day Public Review and Comment
Period for Public Hearing on May 7,
2025 for PY2025/2026
TBD N/A www.cityofme
nifee.us
8 Newspaper Ads Minorities
Persons with
Disabilities
Non-English
Speaking - Specify
other language:

Spanish
Non-targeted/
broad community
Public Notice Published in the Press
Enterprise in English and Spanish -
30-day Public Review and
Comment Period for Public Hearing
on May 7, 2025 for PY2025/2026

TBD N/A
9 Flyers –
Community
Bulletin Boards
Minorities
Persons with
Disabilities
Non-English
Speaking - Specify
other language:

Spanish
Non-targeted/
broad community
Public Notice posted at City Hall,
Police Department, Libraries, and
Community Centers located within
the City in English and Spanish 30-
day Public Review and Comment
Period for Public Hearing on May
7, 2025 for PY2025/2026

TBD N/A
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 32

Menifee Mayor and City Council
May 7, 2025
Page
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28 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
AP-15 Expected Resources – 91.220(c)(1,2)
Introduction
The strategic plan goals included in the Consolidated Plan were based on resources that are reasonably anticipated to be available to the City from federal, state, local, and private sources from July 1, 2022, through June 30, 2027. The actual resources available to support activities during the implementation of this Consolidated Plan may vary significantly due to factors outside of the City’s control. For example, HUD formula grant allocations are subject to change each year based on a number of factors such as the amount of the national appropriation, changes in ACS population data applied to the CPD grant formulas, statutory changes to the CPD grant formulas, the addition or removal of entitlements receiving a particular CPD grant and the availability of reallocated funds.

Additionally, state, local, and private resources will vary significantly depending on economic conditions.

For Program Year 2025/2026, the City anticipates receiving $560,000 of CDBG funds from HUD.

If Congress does not complete the appropriations process for HUD’s FY 2025/2026 appropriation prior to the thirty-day public review process for the draft Annual Action Plan and City funding is either increased or decreased from what is presented in the draft Annual Action Plan, no additional public review will be required. Instead, City staff will inquire with the Menifee Citizens Advisory Committee (MCAC) the approved public services activities and determine if the agency will be able to implement their program with the budget change. Once the City has determined the recipients are willing to proceed with their program, the City will proportionately increase or decrease all grant awards based on the remaining amount. They will also make any necessary adjustments to the proposed accomplishments. City staff will also determine the impact of budget changes on Capital Improvement Projects and make any necessary adjustments to a project’s scope. No substantial amendments will be required for such an action.

Should additional CDBG funding become available during the program year through cost savings, increase in allocation, or dropped activities, the City will use CDBG funds to expand the scope of the Minor Home Repair program. No substantial amendments will be required for such an action.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 33

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May 7, 2025
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29 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
Table 6 - Expected Resources – Priority Table
Expected Amount Available Year 1Program Source
of
Funds
Uses of Funds
Annual
Allocation:
$
Program
Income:
$
Prior Year
Resources:
$
Total:
$
Expected
Amount
Available
Reminder
of ConPlan
$
Narrative
Description
CDBG Public-
federal
Admin and
Planning
Housing Public
Improvements
Public Services
$560,000 $0 $0 $560,000 $500,000
Based on
level
funding in
subsequent
years
Explain how federal funds will leverage those additional resources (private, state and local funds), including a description of how matching requirements will be satisfied To address housing and community development needs in Menifee, the City will leverage its CDBG entitlement grant with a variety of funding resources in order to maximize the effectiveness of available funds. Local governments had relied on redevelopment agencies to be the primary non-federal source of leveraged funds. With the elimination of this tool, the City’s ability to leverage federal funds has been substantially reduced. The City and its development partners will continue to seek new opportunities to leverage federal funds, such as the Low-Income Tax Credit program and U.S. Department of Housing and Urban Development Section 202 and 811 for the Elderly Program.

Federal Resources
•Office of Homeless Services (OHS) Program
•HUD Veterans Affairs supportive Housing (HUD-VASH)
•Supportive Housing for the Elderly (Section 202)
•Supportive Housing for Persons with Disabilities (Section 811) •Housing Opportunities for Persons with AIDS (HOPWA)
•YouthBuild
•Federal Low-Income Housing Tax Credit Program
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 34

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May 7, 2025
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30 2025/2026 Annual Action Plan
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State Resources
•State Low-Income Housing Tax Credit Program
•Building Equity and Growth in Neighborhoods Program (BEGIN) •CalHome Program
•Multifamily Housing Program (MHP)
•Housing Related Parks Grant
•CalHFA Single and Multi-Family Program
•Mental Health Service Act (MHSA) Funding
Local Resources
•Riverside County CoC
•Housing Authority of Riverside County (HARIVCO)
•Southern California Home Financing Authority (SCHFA)
•City of Menifee General Fund
•City of Menifee Capital Improvement Program
Private Resources
•Federal Home Loan Bank Affordable Housing Program (AHP) •Community Reinvestment Act Programs
•United Way Funding
•Private Contributions
If appropriate, describe publicly owned land or property located within the jurisdiction that may be used to address the needs identified in the Consolidated Plan On February 1, 2012, the elimination of local Redevelopment Agencies by the State of California resulted in the loss of a crucial resource for the development and preservation of affordable housing. This negatively affected affordable housing and residential investment.

While there are mechanisms whereby certain affordable housing assets tied to the former Redevelopment Agencies may be utilized today, the available resources for affordable housing are scarce.

Discussion
Assuming continued level funding of the CDBG program, the City expects to spend approximately $2.5 million in CDBG funds between July 2022 and June 2027. It is anticipated that approximately $500,000 will be spent on housing rehabilitation, $1,0250,000 will be spent on public facilities and infrastructure projects, and $375,000 will be spent on public service.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 35

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May 7, 2025
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31 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp.09/30/2025)
AP-20 Annual Goals and Objectives
Sort
Order
Goal Name Start Year End Year Category Geographic
Area
Needs
Addressed
Funding Goal Outcome Indicator
1 Homelessness
Prevention
Services
2025 2026 Homeless Citywide Prevent and
eliminate
homelessness
CDBG:
$20,000
Public service activities other than
Low/Moderate Income Housing
Benefit: 1,912 Persons Assisted
2 Public
Facilities and
Infrastructure
Improvements
2025 2026 Non-Housing
Community
Development
Citywide Neighborhood
and
Infrastructure
Improvement
CDBG:
$100,000
Public Facility or Infrastructure
Activities other than
Low/Moderate Income Housing
Benefit 3600 Persons Assisted
3 Affordable
Housing
2025 2026 Affordable
Housing
Citywide Preserve the
supply of
affordable
housing
CDBG:
$224,000
CDBG:
$40,000
(Activity
Delivery
Costs)
Homeowner Housing
Rehabilitation: 14 Household
Housing Units
4 Economic
Development
2025 2026 Non-Housing
Community
Development
Citywide Micro
Enterprise
Program Job
Creation
CDBG: TBD
5 Services for
low-and
moderate-
income
residents
2025 2026 Public
Services
Citywide Provide public
services for
low-income
residents
CDBG:
$64,000
Public service activities other than
Low/Moderate Income Housing
Benefit: 770 Persons Assisted
6 Fair Housing 2025 2026 Affordable
Housing
Citywide Ensure equal
access to
housing
opportunities
CDBG:
$23,000
Other: 650 Other
Table 7 – Goals Summary
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 36

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May 7, 2025
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32 2025/2026 Annual Action Plan
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Goal Descriptions
1 Goal Name Homelessness Prevention Services
Goal
Description
Support a continuum of services in Riverside County to prevent and eliminate homelessness, including, but not limited to, homelessness prevention programs, emergency shelter programs, and transitional housing.
2 Goal Name Infrastructure and Public Facilities Improvements Goal
Description
Improve City of Menifee public facilities and infrastructure to benefit residents in low- and moderate-income target areas or those presumed under HUD regulations to be low- and moderate-income, such as the elderly and disabled adults.
3 Goal Name Affordable Housing Preservation
Goal
Description
Preservation of the quality of existing affordable housing stock occupied by low- and moderate-income households.
4 Goal Name Economic Development
Goal
Description
Development of a Micro Enterprise Program that will provide small business development training, start-up loans, and support to income-qualified clients who would like to start their own small business.
5 Goal Name Services for low- and moderate-income residents Goal
Description
Provide lower-income persons with appropriate health, fitness, recreational, educational, and other services to support the emotional and developmental well-being of low- and moderate-income families 6 Goal Name
Fair
Housing
Services
Fair Housing Services
Goal
Description
Affirmatively further fair housing choice through the provision of fair housing education, counseling, anti-discrimination, and landlord-tenant mediation services.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 37

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May 7, 2025
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33 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
AP-35 Projects – 91.220(d)
Introduction
To address the high-priority needs identified in the Strategic Plan to the 2022-2027 Consolidated Plan, the City of Menifee will invest CDBG funds in projects that preserve affordable housing, provide fair housing services, provide services to low- and moderate-income residents, provide services to residents with special needs, prevent homelessness and improve public facilities and infrastructure. Together, these projects will address the housing and community development needs of Menifee residents, particularly those residing in the low- and moderate-income CDBG Target Areas.
# Project Name
1 Homelessness Prevention Services
2 Public Facilities and Infrastructure Improvements
3 Economic Development
4 Broadband
5 Services for Low- and Moderate-Income Residents
6 Affordable Housing Development
7 Fair Housing Services
Table 8 – Project Information
Describe the reasons for allocation priorities and any obstacles to addressing underserved needs
Based on the Strategic Plan, the City is allocating 100 percent of its non-administrative CDBG investments for the program year 2025/2026 to projects and activities that benefit low- and moderate-income people. Due to the nature of the projects and activities to be undertaken, investments in projects concerning Public Facilities and Infrastructure Improvements are limited to the CDBG Target Areas, while other projects and activities benefit low- and moderate-income limited clientele.

The primary obstacles to meeting the underserved needs of low- and moderate-income people include lack of funding from federal, state, and other local sources, the high cost of housing that is not affordable to low-income people, and the lack of availability of home improvement financing in the private lending industry. To address these obstacles, the City is investing CDBG funds through the 2025/2026 Action Plan in projects that provide grants to low- and moderate- income homeowners for home improvements, projects that provide public services to low- and moderate-income people, and projects that prevent homelessness.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 38

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May 7, 2025
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34 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
AP-38 Project Summary
Table 9 – Project Summary Information
1 Project Name Homelessness Prevention Services
Target Area Citywide
Goals Supported Homelessness Prevention Services
Needs Addressed Prevent and eliminate homelessness
Funding CDBG: $20,000
Description Support a continuum of services in Riverside County to prevent and eliminate homelessness, including, but not
limited to, homelessness prevention programs,
emergency shelter programs, and transitional housing.

Target Date 6/30/2026
Estimate the number and
type of families that will
benefit from the proposed
activities
Approximately 1,912 people will benefit from the
proposed activities.

Location Description Citywide
Planned Activities Menifee Valley Community Cupboard: Emergency Food Distribution Program (1,912 people) CDBG: $20,000.
2 Project Name Public Facilities and Infrastructure Improvements Target Area City Senior Center
Goals Supported Public Facilities and Infrastructure Improvements Needs Addressed Neighborhood and Infrastructure Improvement Funding CDBG: $100,000
Description Improve the City of Menifee public facilities and infrastructure to benefit low- and moderate-income
neighborhoods and those persons presumed under HUD
regulations to be low- and moderate-income, such as the elderly and disabled adults.

Target Date 6/30/2026
Item Title: 11.1
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May 7, 2025
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35 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Estimate the number and
type of families that will
benefit from the proposed
activities
Approximately 3600 seniors will benefit from the 2025/2026 Capital Improvement Project (CIP).

Location Description The Kay Ceniceros’s Senior Center – 29995 Evans Rd. Menifee, CA 92586
Planned Activities City of Menifee Community Services Department - Roof Rehabilitation (3600 Seniors), CDBG: $100,000.
3 Project Name Micro-Enterprise Program
Target Area Citywide
Goals Supported Promote Economic Development
Needs Addressed Promote Economic Development
Funding CDBG: TBD
Description Development of a Micro-Enterprise Program that will provide small business development training, start-up loans, and support to income-qualified clients who would like to start their own small business.

Target Date TBD
Estimate the number and
type of families that will
benefit from the proposed
activities
TBD
Location Description Citywide – Available to all potential business owners Planned Activities TBD
4 Project Name Broadband
Target Area Citywide
Goals Supported Broadband Needs
Needs Addressed Broadband Needs
Funding CDBG: TBD
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 40

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Description The City of Menifee is proposing in launching a Smart City Initiative Program to create and map out areas to
lay out fiber throughout the City.

Target Date TBD
Estimate the number and
type of families that will
benefit from the proposed
activities
TBD
Location Description Citywide
Planned Activities Create and map out areas to lay out fiber throughout the City.
5 Project Name Services for Low- and Moderate-Income Residents Target Area Citywide
Goals Supported Services for low- and moderate-income residents Needs Addressed Provide public services for low-income residents Funding CDBG: $64,000
Description Provide low- and moderate-income families and individuals with appropriate health, fitness,
recreational, educational, and other services.

Target Date 6/30/2026
Estimate the number and
type of families that will
benefit from the proposed
activities
Approximately 760 people will benefit from the
proposed activities.

Location Description Citywide
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 41

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37 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Planned Activities Boys and Girls Club of Inland Valley: Before and After School Program (140 children) CDBG: $10,000
Family Service Association (FSA): Operation School
Bell (385 seniors) CDBG: $20,000
Habitat for Humanity Inland Valley: Brush with
Kindness (70 seniors) CDBG: $10,000
Hospice of the Valley: Senior Assistance Program (50
seniors) CDBG: $13,500
SAFE Family Justice Centers: Menifee SAFE & Healthy
Families (125 people) CDBG: $10,500
6 Project Name Affordable Housing Preservation
Target Area Citywide
Goals Supported Affordable Housing Preservation
Needs Addressed Preserve the supply of affordable housing Funding CDBG: $264,000
Description Preservation of the quality of existing affordable housing stock occupied by low- and moderate-income households through the implementation of the Minor Home Rehabilitation Grant
Program.

Target Date 6/30/2026
Estimate the number and
type of families that will
benefit from the proposed
activities
Approximately 14 low- and moderate-income families will benefit from the proposed activities.

Location Description Citywide
Planned Activities City of Menifee Community Development: Minor Home Rehabilitation Grant (MHRG) Program (14 households) CDBG:
$224,000 MHRG Program, Activity Delivery Costs $40,000
7 Project Name Fair Housing Services
Target Area Citywide
Goals Supported Fair Housing Services
Needs Addressed Ensure equal access to housing opportunities Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 42

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38 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Funding CDBG: $23,000
Description Affirmatively further fair housing choice through the provision of fair housing education, counseling, anti-discrimination, and landlord-tenant mediation services.

Target Date 6/30/2026
Estimate the number and
type of families that will
benefit from the proposed
activities
Approximately 650 people will benefit from the proposed activity.

Location Description Citywide
Planned Activities Fair Housing Council of Riverside County: Comprehensive Fair Housing Services (650 people) CDBG: $23,000.

Project Name CDBG Program Administration
Target Area Citywide
Goals Supported All
Needs Addressed All
Funding CDBG: $89,000
Description This project provides for the administration of the CDBG programs.

Target Date 6/30/2026
Estimate the number and
type of families that will
benefit from the proposed
activities
Not applicable.

Location Description Not applicable.
8 Planned Activities City of Menifee: CDBG Administration $89,000 Describe the reasons for allocation priorities and any obstacles to addressing underserved needs:

Based on the Strategic Plan, the City is allocating 100 percent of its non-administrative CDBG investments for program year 2025/2026 to projects and activities that benefit low- and moderate- income people. Due to the nature of the projects and activities to be undertaken, investments in projects concerning Public Facilities and Infrastructure Improvements are limited to the CDBG Target Areas, while other projects and activities benefit low- and moderate-income limited clientele.

The primary obstacles to meeting the underserved needs of low- and moderate-income people include lack of funding from federal, state, and other local sources, the high cost of housing that is not affordable to low-income people, and the lack of availability of home improvement financing in the private lending industry. To address these obstacles, the City is investing CDBG funds through Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 43

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May 7, 2025
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39 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
the 2025/2026 Action Plan in projects that provide grants to low- and moderate-income homeowners for home improvements, projects that provide public services to low- and moderate- income people, and projects that prevent homelessness.

AP-50 Geographic Distribution – 91.220(f)
Description of the geographic areas of the entitlement (including areas of low-income and minority concentration) where assistance will be directed The CDBG Target Areas are comprised of three low- and moderate-income areas: Sun City, Quail Valley, and Romoland within the City of Menifee. These areas were developed as three distinct residential communities before the 1960s.

In Sun City, housing rehabilitation is needed. Since the area is limited to seniors, owner- occupied housing turnover is frequent, and housing has been inconsistently maintained. Many of the apartment complexes are older and may require rehabilitation.

Quail Valley is one of the oldest neighborhoods in Menifee. It is comprised of old houses on very small lots with community water but no community sewer system.

Romoland is also one of the oldest neighborhoods in Menifee. It is comprised of many substandard housing and mobile homes with an old community water system, no drainage systems, and an adequate community sewer system.

During the period of the 2022-2027 Consolidated Plan, the City will continue to invest in the preservation of existing housing in both areas and the rehabilitation of existing infrastructure and public facilities to ensure that neighborhoods in the CDBG Target Area are improved.

Table 10 - Geographic Distribution
Target Area Percentage of Funds
CDBG Target Area 50%
Citywide 50%
Rationale for the priorities for allocating investments geographically For the 2025/2026 program year, the City will invest approximately $ 560,000 of CDBG funds that will directly benefit low- and moderate-income people throughout the City. Due to the nature of the projects and activities to be undertaken, investments in projects and activities such as Public Facilities and Infrastructure are limited to the CDBG Target Areas, while other projects and activities benefit low- and moderate-income limited clientele and are available citywide.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 44

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May 7, 2025
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40 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Discussion
Based on the Strategic Plan, the City is allocating 100 percent of its non-administrative CDBG investments for program year 2025/2026 to projects and activities that benefit low- and moderate-income people.

AP-55 Affordable Housing – 91.220(g)
One high-priority affordable housing need has been identified in the 2022-2027 Consolidated Plan, and one Strategic Plan goal h a s b e e n established to provide the framework necessary to invest CDBG funds to address the affordable housing needs of the City.

Expand the Supply of Affordable Housing
As the City's housing stock ages, a growing percentage of housing units may need rehabilitation to allow them to remain safe and habitable. The situation is of particular concern for low- and moderate-income homeowners, especially the elderly, who are generally not in a financial position to properly maintain their homes.

The age and condition of Menifee’s housing stock are important indicators of potential rehabilitation needs. Commonly, housing over 30 years of age needs some form of major rehabilitation, such as roof replacement, foundation work, and plumbing systems.

Housing over 15 years of age will generally exhibit deficiencies in terms of paint, weatherization, heating/air- conditioning systems, water heaters, and finish plumbing fixtures.

According to CHAS data showing the year that housing units were built categorized by owner and renter tenure:
•4,436 or 22 percent of the 20,518 owner-occupied housing units in Menifee were built 40 or more years ago (built before 1980).
•7,214 or 35 percent of the 20,518 owner-occupied housing units in Menifee were built between 25-40 years ago (built between 1980 and 1999). •1,671 or 27 percent of the 6,300 renter-occupied housing units in Menifee were built 40 or more years ago (built before 1980).
•2,328 or 35 percent of the 6,300 renter-occupied housing units in Menifee were built between 25-40 years ago (built between 1980 and 1999).

Preservation of the physical and functional integrity of existing housing units occupied by Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 45

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41 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
low- and moderate-income households is a cost-effective way to invest limited resources to retain existing housing units that are already affordable to low- and moderate-income households in the community. Addressing substandard housing conditions through housing preservation activities ensures that all economic segments of the community have the means to ensure that their property meets local standards and that all Menifee residents have the opportunity to live in decent housing.

One Year Goals for the Number of Households to be Supported Homeless 0
Non-Homeless 14
Special-Needs 0
Total 14
Table 11 - One Year Goals for Affordable Housing by Support Requirement One Year Goals for the Number of Households Supported Through Rental Assistance 0
The Production of New Units 0
Rehab of Existing Units 14
Acquisition of Existing Units 0
Total 14
Table 12 - One Year Goals for Affordable Housing by Support Type Discussion
The Strategic Plan identifies a high-priority need to expand the supply of affordable housing and a high-priority need to preserve the supply of affordable housing. During the 2025/2026 program year, the City of Menifee will invest CDBG funds in the preservation of affordable housing units. Specifically, CDBG funds will be used to support affordable housing preservation projects, including the Minor Home Rehabilitation Grant Program.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 46

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May 7, 2025
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42 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
AP-60 Public Housing – 91.220(h)
Introduction
There are no public housing developments in Menifee. All public housing programs consist of housing choice and project-based vouchers administered by the Housing Authority of the County of Riverside (HACR).

Actions planned during the next year to address the needs to public housing There are no public housing developments or units planned for the City of Menifee in the next year. HACR will continue to actively support and assist Menifee residents with Housing Choice Vouchers.

Actions to encourage public housing residents to become more involved in management and participate in homeownership
HACR maintains active resident councils at all public housing developments and includes resident members on its Board of Directors. HACR constantly seeks feedback from residents on improvements and planning documents to ensure activities are meeting the needs of residents.

HACR maintains a homeownership program for current public housing tenants through its Homeownership Program. HACR also links its Homeownership Program with its Family Self- Sufficiency Program to help households save money for a down payment through an escrow account.

If the PHA is designated as troubled, describe the manner in which financial assistance will be provided or other assistance
Not applicable. HACR is designated as a High Performing PHA.

Discussion
According to the Housing Authority, there are 141 individuals/families receiving Tenant-based Section 8 vouchers and 0 Project-based Section 8 vouchers in Menifee.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 47

Menifee Mayor and City Council
May 7, 2025
Page
604 of 626

43 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
AP-65 Homeless and Other Special Needs Activities – 91.220(i) Introduction
The City will invest CDBG funds during the 2025/2026 program year to address high-priority needs identified in the 2022-2027 Consolidated Plan, including preventing homelessness and providing public services to special needs populations, including victims of domestic violence and persons with disabilities.

Homelessness Prevention Services
According to Riverside County's most recent data available from the Point-in-Time Homeless Count (PIT Count) held on January 25, 2023, on any given night in Riverside County, approximately 3,725 people are homeless, which is a 12% increase from 2022. (Riverside County did not hold a count in 2024, and the results of January 22, 2025, PIT have not been released yet.)
To address the incidents of homelessness in Menifee and to prevent extremely low-income Menifee families from becoming homeless, the City places a high priority on programs that work to prevent homelessness or rapidly connect homeless individuals with housing and supportive services. To address this need, the City will support a continuum of services in Riverside County to prevent and eliminate homelessness, including, but not limited to, homelessness prevention programs, emergency shelter programs, and transitional housing.

Using CDBG funds, the City will invest in homelessness prevention services by funding a food bank, the Menifee Valley Community Cupboard.

Describe the jurisdictions one-year goals and actions for reducing and ending homelessness including reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
To reach out to unsheltered homeless persons and assess their individual needs for the purpose of connecting them with available emergency shelter and transitional housing resources, the Menifee Police Department created the Homeless Liaison Officer (HLO) in April 2022. The HLO and Riverside University Health System-Behavioral Health (RUSH-BH) are trained in working with homeless-related problems and are knowledgeable about local and regional resources.

They provide referrals to local service providers to address the homeless person’s needs. Prior to July 1, 2020, when the City of Menifee Police Department was incorporated, the City had a contract with the Riverside County Sheriff's Department.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 48

Menifee Mayor and City Council
May 7, 2025
Page
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44 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
The City of Menifee supports the efforts of the Riverside County Continuum of Care (CoC) and its member organizations that address homelessness. As described earlier, the City supports local nonprofit agencies that provide emergency rental assistance and housing counseling to low- and moderate-income residents to prevent homelessness.

The emphasis of the City’s CDBG program will be to prevent homelessness by funding the Menifee Valley Community Cupboard, a local food bank.

Addressing the emergency shelter and transitional housing needs of homeless persons The City of Menifee supports the efforts of the Riverside County Continuum of Care (CoC) and its member organizations that address homelessness. As described earlier, the City supports local nonprofit agencies that provide emergency rental assistance and housing counseling to low- and moderate-income residents to prevent homelessness.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
During the 2025/2026 program year, the City's Homeless Liaison Officer (HLO) and the Riverside University Health System-Behavior Health (RUHS-BH) will connect chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth with available resources through the Riverside County CoC, which is comprised of a network of public, private, faith-based, for-profit, and nonprofit service providers who utilize several federal, state and local resources to provide services for homeless people. The goal is to help unsheltered homeless people make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units.

The nonprofit and faith-based community plays a key role in the current CoC system. Hundreds of agencies throughout the County provide programs ranging from feeding the homeless on the street to creating permanent supportive housing opportunities. These services are available to homeless families with children and single men and women. The nonprofit and faith-based community also serves special needs populations, such as victims of domestic violence, veterans, the disabled, and youth.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 49

Menifee Mayor and City Council
May 7, 2025
Page
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45 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); or, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs
The Riverside County CoC Ten-Year Plan to End Homelessness included a goal to establish county- wide protocols and procedures to prevent people from being discharged from public and private institutions of care into homelessness that will help decrease the number of persons being discharged into homelessness by at least 10 percent annually. The CoC is seeking to improve coordination among publicly and privately funded institutions of care and local service agencies in the County of Riverside in order to decrease the number of persons being discharged into homelessness annually.

Discussion
With limited CDBG resources available, the City is investing CDBG public service funds through the CDBG public service grants. Additionally, The City is investing general funds through the Police Department budget to provide for one Homeless Liaison Officer (HLO), one Community Behavioral Assessment Team (CBAT) Officer, and two Problem Oriented Policing (POP) Program Officers that will connect unsheltered homeless individuals and families with emergency shelter, transitional housing, and permanent housing opportunities, as well as other services to address special needs such as drug and alcohol rehabilitation and mental health services.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 50

Menifee Mayor and City Council
May 7, 2025
Page
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46 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
AP-75 Barriers to affordable housing – 91.220(j)
Introduction:

A barrier to affordable housing is a public policy or nongovernmental condition that constrains the development or rehabilitation of affordable housing, such as land use controls, property taxes, state prevailing wage requirements, environmental protection, cost of land, and availability of monetary resources. Barriers to affordable housing are distinguished from impediments to fair housing choice in the sense that barriers are lawful, and impediments to fair housing choice are usually unlawful.

Based on information gathered during community meetings, the Consolidated Plan Needs Assessment Survey, the 2021-2029 Housing Element, and market analysis, the primary barriers to affordable housing in Menifee are housing affordability and the lack of monetary resources necessary to develop and sustain affordable housing. The two barriers are related in the sense that demand for affordable housing exceeds the supply, and insufficient resources are available to increase the supply of affordable housing to meet demand.

Actions it planned to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment
In the development of the 2021-2029 Housing Element, the City evaluated significant public policies affecting affordable housing development, such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, and growth limitations. Constraints included development costs, access to financing, and fees and assessments. Based on this evaluation, the City determined that it has taken all necessary steps to ameliorate the negative effects of public policies that may have been a barrier to affordable housing. Moreover, the City is actively engaged with affordable housing developers concerning the siting of affordable housing and ensuring that the entitlement process runs smoothly from inception to completion.

Discussion:

Since the redevelopment tool no longer exists, resources are scarce. The City will continue to provide incentives to attract private and other available public resources to facilitate affordable housing development. The City will rely on and support projects that utilize multi-family revenue bonds, as with the Encanto Apartments, low-income tax credits as with the Vineyard Apartments, and Section 515, as with the Haller Hillside project, to meet these needs. This strategy will increase the supply of affordable housing and preserve existing affordable housing in the City.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 51

Menifee Mayor and City Council
May 7, 2025
Page
608 of 626

47 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
AP-85 Other Actions – 91.220(k)
Introduction:

In the implementation of the 2025/2026 Annual Action Plan, the City will invest CDBG resources to address obstacles in meeting underserved needs, foster and maintain affordable housing, reduce lead-based paint hazards, reduce the number of poverty-level families, develop institutional structure, and enhance coordination between public and private housing and social service agencies.

Actions planned to address obstacles to meeting underserved needs The primary obstacles to meeting the underserved needs of low- and moderate-income people include lack of funding from federal, state, and other local sources, the high cost of housing that is not affordable to low-income people, and the lack of availability of home improvement financing in the private lending industry. To address these obstacles, the City is investing CDBG funds through the 2025/2026 Action Plan in projects that provide grants to low- and moderate- income homeowners for home improvements, projects that provide public services to low- and moderate-income seniors, veterans, and people and those with special needs, and projects that prevent homelessness. To address underserved needs, the City is allocating 100 percent of its non-administrative CDBG investments for the program year 2025/2026 to projects and activities that benefit low- and moderate-income people.

Actions planned to foster and maintain affordable housing In the implementation of the 2025/2026 Annual Action Plan, the City will invest CDBG funds to preserve and maintain affordable housing through the City’s Minor Home Rehabilitation Grant Program, which will provide minor rehabilitation for approximately fourteen owner- occupied single-family or manufactured housing units.

Actions planned to reduce lead-based paint hazards
The Residential Lead-Based Paint Hazard Reduction Act of 1992 (Title X) emphasizes the prevention of childhood lead poisoning through housing-based approaches. Because nearly all of the City’s housing stock was built after 1978, it is rare for the City to encounter lead-based paint hazards as part of its housing rehabilitation program. Should a hazard exist, the City will require lead-based paint testing and risk assessments for each property assisted that was built before January 1, 1978, and safe work practices or abatement into the scope of work as required to reduce lead-based paint hazards in accordance with 24 CFR Part 35.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 52

Menifee Mayor and City Council
May 7, 2025
Page
609 of 626

48 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Actions planned to reduce the number of poverty-level families The implementation of CDBG meeting the goals established in the 2022-2027 Consolidated Plan - Strategic Plan and this Annual Action Plan will help to reduce the number of poverty-level families by:
•Supporting activities that expand the supply of housing that is affordable to low- and moderate-income households;
•Supporting activities that preserve the supply of decent housing that is affordable to low- and moderate-income households;
•Supporting a continuum of housing and public service programs to prevent and eliminate homelessness;
•Supporting housing preservation programs that assure low- i n c o m e households have a safe, decent, and appropriate place to live;
•Supporting public services for low- and moderate-income residents, including seniors, veterans, those with special needs, and those at-risk of homelessness offered by nonprofit organizations receiving CDBG public services grants; and In addition to these local efforts, mainstream state and federal resources also contribute to reducing the number of individuals and families in poverty. Federal programs such as the Earned Income Tax Credit and Head Start provide pathways out of poverty for families who are ready to pursue employment and educational opportunities. Additionally, in California, the primary programs that assist families in poverty are CalWORKS, CalFresh (formerly food stamps), and Medi-Cal. Together, these programs provide individuals and families with employment assistance, subsidies for food, medical care, childcare, and cash payments to meet basic needs such as housing, nutrition, and transportation. Other services are available to assist persons suffering from substance abuse, domestic violence, and mental illness.

Actions planned to develop institutional structure
The institutional delivery system in Menifee is high functioning and collaborative—particularly the relationship between local government and the nonprofit sector comprised of a network of capable nonprofit organizations that are delivering a full range of services to residents. Strong City departments anchor the administration of HUD grant programs and the housing, community, and economic development activities that are implemented by the City support and enhance this existing institutional structure.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 53

Menifee Mayor and City Council
May 7, 2025
Page
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49 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Actions planned to enhance coordination between public and private housing and social service agencies
To enhance coordination between public and private housing and social service agencies, the City will continue consulting with and inviting the participation of a wide variety of agencies and organizations involved in the delivery of housing and supportive services to low- and moderate- income residents in Menifee—particularly in the CDBG Target Areas.

Discussion:

In the implementation of the 2025/2026 Annual Action Plan, the City will invest CDBG resources to address obstacles to meeting underserved needs, foster and maintain affordable housing, reduce lead-based paint hazards, reduce the number of poverty-level families, develop institutional structure, and enhance coordination between public and private housing and social service agencies.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 54

Menifee Mayor and City Council
May 7, 2025
Page
611 of 626

50 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
AP-90 Program Specific Requirements – 91.220(l)(1,2,4)
Introduction:

As a Community Development Block Grant (CDBG) entitlement grantee, the City of Menifee prepares the Consolidated Plan for submission to the U.S. Department of Housing and Urban Development (HUD), Office of Community Planning and Development (CPD), whose goal are to develop viable communities by promoting integrated approaches that provide decent housing, a suitable living environment and expand economic opportunities for low- and moderate- income persons. This planning document and application for funding is an analysis of projected housing and community development needs in the City of Menifee, a plan for addressing these needs, and a guide for evaluating accomplishments in the five fiscal years from July 1, 2022, through June 30, 2027.

Community Development Block Grant Program (CDBG)
Reference 24 CFR 91.220(l)(1)
Projects planned with all CDBG funds expected to be available during the year are identified in the Projects Table. The following identifies program income that is available for use and is included in projects to be carried out.

1. The total amount of program income that will have been received before the start of the next program year and that has not yet been reprogrammed $0

2. The amount of proceeds from section 108 loan guarantees that will be used during the year to address the priority needs and specific objectives identified in the grantee's Strategic Plan
$0

3. The amount of surplus funds from urban renewal settlements $0

4. The amount of any grant funds returned to the line of credit for which the planned use has not been included in a prior statement or plan. $0

5. The amount of income from float-funded activities $0 Total Program Income $0
Other CDBG Requirements

1. The amount of urgent need activities 0

2. The estimated percentage of CDBG funds that will be used for activities that benefit persons of low and moderate income. Overall Benefit - A consecutive period of one (1), two (2) or three (3) years may be used to determine that a minimum overall benefit of 70% of CDBG funds is used to benefit persons of low and moderate income.

Specify the years covered that include this Annual Action Plan. 100.00% Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 55

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May 7, 2025
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51 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Discussion:

In the implementation of programs and activities under the 2025/2026 Annual Action Plan, the City of Menifee will follow all HUD regulations and overall low- and moderate-income benefits for the CDBG program.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 56

Menifee Mayor and City Council
May 7, 2025
Page
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52 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Consolidated Plan and Action Plan Appendices
Alternate/Local Data Sources …………………………………………………………………………………………… Appendix A Citizen Participation and Consultation…………………………………………………………………..…………. Appendix B Resolution and City of Menifee Map of Eligible CDBG Areas…………………………………………..…Appendix C Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 57

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May 7, 2025
Page
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53 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Appendix A
Alternate / Local Data Sources
1 Data Source Name
Riverside County 2023 Homeless Count Report; None 2024; 2025 Data Not Available at this time List the name of the organization or individual who originated the data set.

Continuum of Care and Riverside County Department of Housing and Workforce Solution (HWS) Provide a brief summary of the data set.

There are 3,725 adults and children who are homeless during the point-in-time in the County of Riverside according to the Riverside County 2023 Homeless Count and Subpopulation Survey. This represents a 12% increase when compared to the number of homeless persons who were counted in 2022. Of the 3,725 persons, 2,441 were unsheltered and 1,284 were sheltered.What was the purpose for developing this data set? To meet HUD requirements.

Provide the year (and optionally month, or month and day) for when the data was collected.

The homeless count was conducted on the streets during the hours of 5 a.m. and 9 a.m. on January 25, 2023. The count was also conducted on the same day in shelters and transitional housing programs throughout the county.

Briefly describe the methodology for the data collection.

Data collection was obtained using HUD-required methods for the conduct of a PIT Count.

Describe the total population from which the sample was taken.

Per HUD’s instructions, a person was considered homeless, and thus counted, only when he/she fell within the HUD-based definition by residing in places not meant for human habitation, such as cars, parks, sidewalks, and abandoned buildings; in an emergency shelter; and In transitional housing for homeless persons.

Describe the demographics of the respondents or characteristics of the unit of measure, and the number of respondents or units surveyed.

See screen NA-40.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 58

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May 7, 2025
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54 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
2 Data Source Name
2023 CoC Homeless Point-in-Time Count and Survey
List the name of the organization or individual who originated the data set.

Continuum of Care and Riverside County Department of Housing and Workforce Solution (HWS) Provide a brief summary of the data set.

Provides the inventory of emergency, transitional and permanent supportive housing beds.

What was the purpose for developing this data set?
To meet HUD requirements.

How comprehensive is the coverage of this administrative data? Is data collection concentrated in one geographic area or among a certain population?
Prepared in accordance with HUD requirements.

What time period (provide the year, and optionally month, or month and day) is covered by this data set?
January 25, 2023
What is the status of the data set (complete, in progress, or planned)? Complete.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 59

Menifee Mayor and City Council
May 7, 2025
Page
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55 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Appendix B
Citizen Participation and Consultation
Stakeholder Consultation List
Agency Type
Arts Council Menifee Education
Assistance League of Temecula Valley Youth
Boys and Girls Club of Menifee Valley Youth Services
Building Industry Association Housing
California Apartment Association Inland Empire Rental Property City of Menifee Various Departments
Community Access Center Disabled
County of Riverside Department of Social Services Social Services County of Riverside Economic Development Agency Local Government County of Riverside Health Department Health Services
County of Riverside University Health System – Behavioral Health, Homeless Housing Opportunities,
Partnerships & Education Program
Mental Health
Eastern Municipal Water District City Water and Sewer Service Economic Development Coalition Economic Development
EQQU8 Horsemanship and Therapeutic Riding Disabilities
Fair Housing Council of Riverside County, Inc. Fair Housing Family Services Association Social Services
Foothill AIDS AIDS
Habitat for Humanity Inland Valley Affordable Housing
Hope through Education Education
Hospice of the Valleys Healthcare
Housing Authority of the County of Riverside Public Housing Authority Inland Empire Small Business Development Center Job Creation and Training Inland Regional Center Developmental disabilities
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 60

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May 7, 2025
Page
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56 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Stakeholder Consultation List
Agency Type
Lake Menifee Women’s Club Community Group
Menifee Crime Watch Crime Prevention
Menifee Sun City Concern Inc. Seniors
Menifee Community Cupboard Foodbank
Menifee Valley Chamber of Commerce Business community
Menifee Valley Historical Association Historical Preservation Path of Life Ministries Homeless provider
Quail Valley Environmental Coalition Environmental
Rotary Club of Menifee Valley Service Group
Riverside County Coalition for Alternatives to Domestic Violence
Domestic Violence
Riverside City and County Continuum of Care Homeless provider Riverside County Veterans Services Veterans
Riverside Housing Development Corporation Affordable Housing SAFE Family Justice Centers Victims of Domestic Violence Senior Advisory Committee Seniors
STAT Horse Sanctuary Recreation
Social Work Action Group Homeless
Southern California Association of Governments Regional government Southwest Riverside County Association of Realtors Housing Southwest Riverside Homeless Alliance Homeless services State Council on Developmental Disabilities Developmental Disabilities State of California Department of Housing and Community Development State Government
U.S. Vets Initiative Veterans
VA Loma Linda Healthcare System Hospital – Veterans
Valley-Wide Recreation and Park District Recreation
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 61

Menifee Mayor and City Council
May 7, 2025
Page
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57 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Stakeholder Consultation List
Agency Type
Veterans of Foreign War Veterans
Western Riverside Council of Governments Regional Government YESplace Economic Development
Note: For some of the above agencies, there are multiple stakeholders, but the agency is listed once.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 62

Menifee Mayor and City Council
May 7, 2025
Page
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58 2025/2026 Annual Action Plan
OMB Control No: 2506-0117 (exp. 09/30/2025)
Public Hearing Notices
Summary of Public Comments at
Public Hearings and Community Meetings
Public Hearing/Notice (CAPER)
Wednesday, September 18, 2024
No Comments.

Public Notice (NOFA) & Community Workshop
Wednesday, February 20, 2025
No Comments.

Public Hearing/Notice (2025/2026 AAP)
Wednesday, May 7, 2025
TBD.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 63

Menifee Mayor and City Council
May 7, 2025
Page
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1 RESOLUTION NO. 25-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA, APPROVING THE 2025/2026 ANNUAL ACTION PLAN FOR COMMUNITY

DEVELOPMENT BLOCK GRANT (CDBG) FUNDING
WHEREAS, the City of Menifee has participated directly within the Federal Department of Housing and Urban Development (HUD) as an entitlement jurisdiction for Community Development Block Grant (CDBG) funds commencing with July 1, 2012; and
WHEREAS, the City has prepared all documents, notices, and forms required by HUD for participation in the CDBG Program by entitlement jurisdiction; and WHEREAS, the City’s 2022-2027 Consolidated Plan contains a housing and community development needs assessment, a survey of available resources, and a five-year strategy that specifies achievable housing and community development goals and programs; and WHEREAS, the 2025/2026 Annual Action Plan establishes a one-year program in compliance with HUD funding allocations and requirements; and
WHEREAS, the City has given notice of the required public hearing for consideration of approval of the 2025/2026 Annual Action Plan; and
WHEREAS, the City has held a public hearing to hear public testimony of all interested parties regarding the 2025/2026 Annual Action; and
WHEREAS, all the prerequisites with respect to the approval of this Resolution have been met.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California hereby to determine and order as follows:

Section 1.Subsequent to the hearing and consideration of all testimony, the City Council hereby adopts the Community Development Block Grant Program (CDBG) 2025/2026 Annual Action Plan.

Section 2.The City Manager, or designee, is hereby authorized and directed to take any actions and execute any documents as are necessary and appropriate to effectuate the intent of this Resolution, including, but not limited to, serving as the Certifying Officer for all environmental review procedures associated with the various CDBG projects, and Certifying Officer for the purpose of signing correspondence, agreements, and other required documents.

Section 3.This Resolution shall take effect upon the date of its adoption.

Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 64

Menifee Mayor and City Council
May 7, 2025
Page
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CDBG 25/26 Annual Action Plan Reso
2 5
0 4
2 2
PASSED, APPROVED, AND ADOPTED this 7th day of May 2025
___________________________
Ricky Estrada, Mayor
Attest:
___________________________
Stephanie Roseen, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
Item Title: 11.1
Community Development Block Grant for Program Year 2025/2026 Annual Action Plan Item Page Number: 65

Menifee Mayor and City Council
May 7, 2025
Page
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CITY OF MENIFEE
SUBJECT: Proposed Formation of Community Facilities District No. 2025-1, Menifee Vista
MEETING DATE: May 7, 2025
TO: Mayor and City Council
PREPARED BY: Lauri Lockwood, Financial Analyst
REVIEWED BY: Travis Hickey, Chief Financial Officer
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Continue the public hearing for the establishment of Community Facilities District No. 2025-1 (Menifee Vista) of the City of Menifee (“CFD No. 2025-1” or CFD”) to June 4, 2025.

DISCUSSION
On February 19, 2025, the City Council adopted Resolution No. 25-1537 (“Resolution of Intention”), declaring its intent to commence the formation of CFD No. 2025-1. A public hearing was subsequently noticed to be held on April 2, 2025, to conduct an election for the landowners and to declare the results of that election. Notice of the public hearing was published in the Press- Enterprise and mailed to the property owner in accordance with the Mello-Roos Act.

Prior to the April 2, 2025, hearing, the City was notified that the ownership of the property in the CFD is in the process of being transferred to Richmond American Homes. The date of transfer had not been determined, so the public hearing was continued to May 7, 2025. The ownership transfer is still in progress and is now expected to be finalized by the end of May 2025. The owner of the property in the CFD is the qualified landowner voter in the election to approve the special taxes, and the levy of those special taxes, within the CFD. To properly determine the qualified voter in such election, the public hearing continued to May 7, 2025, is recommended to be continued to June 4, 2025. If the public hearing is so continued, the City Council will formally consider approval of the formation of the CFD, the special taxes and the bonded indebtedness of the CFD on June 4, 2025.

STRATEGIC PLAN OBJECTIVE
Regular City Business
Item Title: 11.2
Proposed Formation of Community Facilities District No. 2025-1, Menifee Vista Item Page Number: 1

Menifee Mayor and City Council
May 7, 2025
Page
623 of 626

City of Menifee Staff Report
Proposed Formation of CFD 2025-1, Menifee Vista
May 7, 2025

Page 2 of 2 ends

2 6
7 6

FISCAL IMPACT
The CFD will be required to annually levy special taxes on all the taxable property within the CFD in order to pay for the costs of facilities, debt service on bonds and administration of the CFD.

Any bonds issued by the CFD are not obligations of the City and will be secured solely by the special taxes levied in the CFD. The Developer has made a deposit to pay for the costs of forming the CFD. The Funding Agreement includes a provision for reimbursement of most of these costs to the Developer if and when bonds are issued for CFD.

ATTACHMENTS
None.

Item Title: 11.2
Proposed Formation of Community Facilities District No. 2025-1, Menifee Vista Item Page Number: 2

Menifee Mayor and City Council
May 7, 2025
Page
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CITY OF MENIFEE
SUBJECT: Proposed Annexation No. 26, Menifee Vista, into Community Facilities District 2017-1 (Maintenance Services)
MEETING DATE: May 7, 2025
TO: Mayor and City Council
PREPARED BY: Kristen Jensen, Financial Analyst
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Continue the public hearing for Annexation No. 26, Menifee Vista, into Community Facilities District 2017-1 (Maintenance Services) to June 4, 2025.

DISCUSSION
On February 19, 2025, the City Council adopted Resolution No. 25-1541, declaring its intent to annex territory to Community Facilities District (CFD) No. 2017-1 and commence the annexation proceedings for the territory to be annexed, also known as Annexation No. 26. A public hearing was subsequently noticed to be held on April 2, 2025, to conduct an election for the landowners and to declare the results of that election. Notice of the public hearing was published in the Press- Enterprise and mailed to the property owner in accordance with the Mello-Roos Act.

Prior to the April 2, 2025, hearing, the City was notified that the ownership of the property in the CFD is in the process of being transferred to Richmond American Homes. The date of transfer had not been finalized, and the public hearing was continued to May 7, 2025. The ownership transfer is still in progress and is now expected to occur before the end of May 2025. The owner of the property in the CFD is the qualified landowner voter in the election to approve the special taxes, and the levy of those special taxes, within the proposed CFD. To properly determine the qualified voter in such election, the public hearing continued to May 7, 2025, is recommended to be continued to June 4, 2025. If the public hearing is continued, the City Council will formally consider approval of the annexation of the CFD for the assessment special taxes on June 4, 2025.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community
Item Title: 11.3
Proposed Annexation No. 26, Menifee Vista, into Community Facilities District 2017-1 (Maintenance Services) Item Page Number: 1

Menifee Mayor and City Council
May 7, 2025
Page
625 of 626

City of Menifee Staff Report
Proposed Annexation of CFD2017-1 Annex No. 26, Menifee Vista May 7, 2025

Page 2 of 2 ends

2 6
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FISCAL IMPACT
The individual property owners in the CFD would be responsible for annual payments of special taxes. Upon full completion of the tract development, there would be an annual collection of Special Tax revenues to be used to pay for maintenance costs.

On June 1 of each year, every taxable unit for which a building permit has been issued within the boundaries of the CFD, would be subject to the special tax for the ensuing Fiscal Year. If the anticipated costs of maintaining the facilities in any given Fiscal Year, prior to building out of the project, exceeds the special tax revenues available from parcels for which building permits have been issued, then the special tax may also be applied to property within recorded final subdivision maps, as well as other undeveloped property within the boundaries of the CFD.

All costs associated with annexation into the CFD have been borne by the Owners. By annexing into the CFD, the costs of maintaining improvements located within the development would be financed through special taxes levied on the parcels within CFD No. 2017-1 and not through the City’s General Fund.

ATTACHMENTS
None.

Item Title: 11.3
Proposed Annexation No. 26, Menifee Vista, into Community Facilities District 2017-1 (Maintenance Services) Item Page Number: 2

Menifee Mayor and City Council
May 7, 2025
Page
626 of 626

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