Menifee City Council
June 3, 2026

CITY OF MENIFEE

INVESTMENT POLICY

ADOPTED June 0318, 20265

CONTENTS
INTRODUCTION ............................................................................................................................................................................... 1 I. SCOPE .......................................................................................................................... ...................................... 1 II. PRUDENCE ..................................................................................................................................................................... 1 III. OBJECTIVES .................................................................................................................................................................. 2 IV. DELEGATION OF AUTHORITY ..................................................................................................................... 2 V. ETHICS AND CONFLICTS OF INTEREST ..................................................................................................... 3 VI. INTERNAL CONTROLS ....................................................................................................................... ............ 3 VII. AUTHORIZED FINANCIAL INSTITUTIONS, DEPOSITORIES, AND BROKER/DEALERS ......................... 4 VIII. AUTHORIZED INVESTMENTS ................................................................................................................................. 5 IX. PROHIBITED INVESTMENT VEHICLES AND PRACTICES .......................................................... ..9 X. INVESTMENT POOLS/MUTUAL FUNDS .................................................................................................. 10 XI. COLLATERALIZATION ........................................................................................................................................... 10 XII. DELIVERY, SAFEKEEPING AND CUSTODY ............................................................................................. 11 XIII. MAXIMUM MATURITY ......................................................................................................................................... 11 XIV. RISK MANAGEMENT AND DIVERSIFICATION ...................................................................... 11 XV. REVIEW OF INVESTMENT PORTFOLIO .................................................................................................... 13 XVI. PERFORMANCE EVALUATION ........................................................................................................................... 13 XVII. REPORTING ................................................................................................................................................................ 13 XVIII. REVIEW OF INVESTMENT POLICY ........................................................................................................... 14 XIX. APPENDIX A: PERMITTED INVESTMENTS ...................................................................................................... 15 Item Title: 10.5
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XX. GLOSSARY OF INVESTMENT TERMS ........................................................................................................ 17 Item Title: 10.5
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3 INTRODUCTION

The purpose of this investment policy is to id entify various policies and procedures that will foster a prudent and systematic investme nt program designed to seek the City of Menifee’s objectives of safety, liquidity a nd return on investment through a diversified investment portfolio. This policy also serves to organize and formalize the City of Menifee’s investment-related ac tivities, while complying with all applicable statutes governing the investment of publ ic funds. This policy is writ ten to incorporate industry best practices and recommendations from sources such as the Government Finance Officers Association (GFOA), California Municipal Treasurers Association (CMTA), California Debt and Investment Advisory Commission (CDIAC) and the Association of Public Treasurers (APT).

This investment policy was endorsed and adop ted by the City of Me nifee’s City Council and is effective as of the 18 day of October, 2023, and replaces any previous versions.

I. SCOPE

This policy covers all funds and investment activities under the direct authority of the City of Menifee, as set forth in the State Government Code, Sections 53600 et seq., with the following exceptions:

 Proceeds of debt issuance shall be invested in accordance with th e City of Menifee’s general investment philosophy as set forth in this policy; however, such proceeds are to be invested pursuant to the permitted investment prov isions of their specific bond indentures.

 CalPERS, OPEB trusts, and the investment of employees’ deferred compensation funds invested pursuant to Government Code Section 53609

 Any other funds specifically exempted by the City Council.

POOLING OF FUNDS
Except for cash in certain restricted and special funds, the City of Menifee will consolidate cash and reserve balances from all funds to maximize investment earnings and to increase efficiencies with regard to investment pricing, safekeeping and administration. Investment income will be allocated to the various funds based on their respective participation and in accordance with generally accepted accounting principles.

II. PRUDENCE

Pursuant to California Government Code, Section 53600.3, all persons authorized to make investment decisions on behalf of the City of Menifee are trustees and therefore fiduciaries subject to the Prudent Investor Standard:

“…all governing bodies of local agencies or persons authorized to make investment decisions on behalf of thos e local agencies investing public funds pursuant to this chapter are trustees and therefore fiducia ries subject to the prudent investor standard. When investing, reinvesting, pur chasing, acquiring, exchanging, selling, Item Title: 10.5
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4 or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, in cluding, but not limited to, the general economic conditions and the anticipated needs of the City of Menifee, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like ch aracter and with like aims, to safeguard the principal and maintain the liquidity needs of the City of Menifee. Within the limitations of this section and considering individual investments as pa rt of an overall strategy, investments may be acquired as authorized by law.”

The Treasurer and other authorized persons responsible for managing City of Menifee funds acting in accordance with written pro cedures and this investment policy and exercising due diligence shall be relieved of personal responsibility for an individual security’s credit risk or market price changes provided that the Treasurer or other authorized persons acted in good faith. Devi ations from exp ectations of a security’s credit or market risk should be reported to the governing body in a timely fashion and appropriate action should be taken to control adverse developments.

III. OBJECTIVES

The City of Menifee’s overall investment program shall be designed and managed with a degree of professionalism wo rthy of the public trust. Th e overriding objectives of the program are to preserve princi pal, provide sufficient liqui dity, and manage investment risks, while seeking a market-rate of return.

 SAFETY. Safety of principal is the foremost objective of the investment program.

Investments will be undertaken in a manner th at seeks to ensure the preservation of capital in the overall portfolio. To attain this objective, the City of Menifee will diversify its investments by investing f unds among a variety of securities with independent returns.

 LIQUIDITY. The investment portfolio will remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated.

 RETURN ON INVESTMENTS. The investment portfolio will be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, considering the investment risk constraints for safety and liquidity needs.

IV. DELEGATION OF AUTHORITY

Authority to manage the City of Menifee’s investment program is derived from California Government Code, Sections 41006 and 53600 et seq.

The Governing Body is responsib le for the management of th e City of Menifee’s funds, including the administration of this investme nt policy. Management responsibility for the cash management of the City of Menifee’s funds is hereby delegated to the Treasurer.

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5 The Treasurer will be responsible for all transactions undertaken and will establish a system of procedures and controls to regulate the activities of subordinate officials and employees.

Such procedures will include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Treasurer.

The City of Menifee may engage the services of one or more external investment advisers, who are registered under the Investment Advisers Act of 1940, to assist in the management of the City of Menifee’s inve stment portfolio in a manner consistent with the City of Menifee’s objectives. External investment advisers may be granted discretion to purchase and sell investment securities in accordance with this investment policy.

The City of Menifee's overall investment pr ogram shall be designe d and managed with a degree of professionalism that is worthy of the public trust. The City of Menifee recognizes that in a diversified portfolio, occasional me asured losses may be inevitable and must be considered within the context of the overa ll portfolio’s return and the cash flow requirements of the City of Menifee.

V. ETHICS AND CONFLICTS OF INTEREST

All participants in the investment process shall act as custodians of the public trust.

Investment officials shall recognize that the investment portfolio is subject to public review and evaluation. Thus, employees and officials involved in the investment process shall refrain from personal business activity that could create a conflict of interest or the appearance of a conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions.

Employees and investment offi cials shall disclose to the City Manager any material interests in financial institutions with which they conduct busin ess, and they shall further disclose any large personal financial/investment positions that could be related to the performance of the investment portfolio. Employees and o fficers shall refrain from undertaking any personal investment transac tions with the same individual with whom business is conducted on behalf of the City of Menifee.

All participants in the investment process are required to comply with terms of the Political Reform Act, Fair Political Practices Commis sion Regulations promulgated thereunder (2 C.C.R. §§ 18110 through 18998), the City’s Conflict of Interest Policy, including, without limitation, filing of Form 700, notification and recusal obligations, and Government Code section 1090 prohibitions.

VI. INTERNAL CONTROLS

The Treasurer is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the entity are protected from loss, theft or misuse. The internal control structure shall be designed to provide reasonable assurance that these objectives are met. The concept of reasonable assurance recogni zes that (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management.

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6 Periodically, as deemed appropriate by the City of Menifee and/or the Governing Body, an independent analysis by an external auditor shall be conducted to review internal controls, account activity and compliance with policies and procedures.

VII. AUTHORIZED FINANCIAL INSTITUTIONS, DEPOSITORIES, AND BROKER/DEALERS

To the extent practicable, the Treasurer shall endeavor to complete investment transactions using a competitive bid process whenever possi ble. The City of Meni fee’s Treasurer will determine which financial institutions are authorized to provide investment services to the City of Menifee. It shall be the City of Me nifee’s policy to purchase securities only from authorized institutions and firms.

The Treasurer shall maintain procedures for establishing a list of authorized broker/dealers and financial institutions whic h are approved for investment purposes that are selected through a process of due diligence as determined by the City of Menifee. Due inquiry shall determine whether such authorized broker/dealers, and the individuals covering the City of Menifee are reputable and trustworthy, knowledgeable and experienced in Public Agency investing and able to meet all their financia l obligations. These inst itutions may include "primary" dealers or regiona l dealers that qualify unde r Securities and Exchange Commission (SEC) Rule 15c3-1 (uniform net capital rule).

In accordance with Section 53601.5, institutions e ligible to transact investment business with the City of Menifee include:

 Institutions licensed by the state and proof of FINRA certification as a broker-dealer, as defined in Section 25004 of the Corporations Code.
 Institutions that are members of a federally regulated securities exchange  Primary government dealers as designated by the Federal Reserve Bank and non- primary government dealers.
 Nationally or state-chartered banks.
 Savings association or federal association (as defined in Section 5102 of the Financial Code).
 In The Federal Reserve Bank.
 Direct issuers of securities eligible for purchase.

Selection of financial institutions and broker/dealers authorized to engage in transactions will be at the sole discretion of the City of Menifee, except where the City of Menifee utilizes an external investment adviser in wh ich case the City of Menifee may rely on the adviser for selection.

All financial institutions which desire to become qualified bidders for investment transactions (and which are not dealing only with the investment adviser) must supply the Treasurer with audited financials and a statement certifying that the institution has reviewed the California Government Code, Section 53600 et seq. and the City of Menifee’s investment policy. The Treasurer will conduct an annual review of the fina ncial condition and registrations of such qualified bidders.

Public deposits will be made only in qualified public depositories as established by State law. Deposits will be insured by the Federal Deposit Insurance Corporation, or, to the extent the amount exceeds the insured maximum, will be collateralized in accordance with State law.

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7 The selection of broker/dealers used by an external investment adviser retained by the City of Menifee will be at the sole discretion of the adviser. Where possible, transactions with broker/dealers shall be selected on a competitive basis and their bid or offering prices shall be recorded. If there is no other readily available competitive offering, best efforts will be made to document quotations for comparable or alternative securities. When purchasing original issue instrumentality securities, no competitive offerings will be required as all dealers in the selling group offer those securities at the same original issue price.

VIII. AUTHORIZED INVESTMENTS

The City of Menifee’s investments are governed by California Government Code, Sections 53600 et seq. Within the investments permitted by the Code, the City of Menifee seeks to further restrict eligible investments to th e guidelines listed below. In the event a discrepancy is found between this policy and the Code, the more restrictive parameters will take precedence. Percentage holding limits listed in this section apply at the time the security is purchased.

Any investment currently held at the time th e policy is adopted which does not meet the new policy guidelines ca n be held until maturity, and sh all be exempt from the current policy. At the time of the investment’s ma turity or liquidation, such funds shall be reinvested only as provided in the current policy.

An appropriate risk level shall be maintained by primarily purchasing securities that are of high quality, liquid, and marketable. The portfolio shall be diversified by security type and issuer to avoid incurring unreasonable and avoidable risks regarding specific security types or individual issuers.

1. M
UNICIPAL SECURITIES include obligations of the City of Menifee, the State of California and any local Agency within the State of California, provided that:

 The securities are rated in a rating category of “A” or its equivalent or better by at least one nationally recognized statistical rating organization (“NRSRO”).  No more than 5% of the total portfolio may be invested in any single issuer.  No more than 30% of the total portfolio may be in Municipal Securities.  The maximum maturity does not exceed five (5) years.

2. MUNICIPAL SECURITIES (REGISTERED TREASURY NOTES OR BONDS ) of any of the other 49 states in addition to California, including bonds payable solely out of the revenues from a revenue-producing property owned, controlled, or operated by a state or by a department, board, Agency, or authority of any of the other 49 states, in addition to California.
 The securities are rated in a rating category of “A” or its equivalent or better by at least one nationally recognized statistical rating organization (“NRSRO”).  No more than 5% of the total portfolio may be invested in any single issuer.  No more than 30% of the total portfolio may be in Municipal Securities.  The maximum maturity does not exceed five (5) years.

3. U.S. TREASURIES and other government obligations for which the full faith and credit of the United States are pledged for the payment of principal and interest. There are no Item Title: 10.5
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8 limits on the dollar amount or percentage that the City of Menifee may invest in U.S.

Treasuries, provided that:
 The maximum maturity is five (5) years.

4. FEDERAL AGENCIES or United States Government-Sponsored Enterprise obligations, participations, or other instruments, including those issued by or fully guaranteed as to principal and interest by federal agenci es or United States government-sponsored enterprises. There are no limits on the dolla r amount or percentage that the City of Menifee may invest in Federal City of Menifee or Government-Sponsored Enterprises (GSEs), provided that:

 No more than 25% of the total portfolio may be invested in any single Agency/GSE issuer.
 The maximum maturity does not exceed five (5) years.
 The maximum percent of Agency callable securities in the portfolio will be 20%.

5. BANKER’S ACCEPTANCES, provided that:

 They are issued by institutions which have short-term debt obligations rated “A-1” or its equivalent or better by at least one NRSRO; or long-term debt obligations which are rated in a rating category of “A” or its equivalent or better by at least one NRSRO.
 No more than 40% of the total portfolio may be invested in Banker’s Acceptances.  No more than 5% of the total portfolio may be invested in any single issuer.  The maximum maturity does not exceed 180 days.

6. COMMERCIAL PAPER, provided that:

 The issuer is a corporation organized and operating in the United States with assets in excess of $500 million.
 The securities are rated “A-1” or its equivalent or better by at least one NRSRO.  They are issued by corporations which have long-term obligations rated in a rating category of “A” or its equivalent or better by at least one NRSRO.  City of Menifee may purchase no more than 10% of the outstanding commercial paper of any single issuer.
 No more than 25% of the total portfolio may be invested in Commercial Paper. Under a provision sunsetting on January 1, 20 3126, no more than 40% of the portfolio may be invested in Commercial Paper if the Agency’s investment assets under management are greater than $100,000,000.
 No more than 5% of the total portfolio may be invested in any single issuer.  The maximum maturity does not exceed 397270 days.

7. NEGOTIABLE CERTIFICATES OF DEPOSIT (NCDS), issued by a nationally or state- chartered bank, a savings association or a fe deral association, a state or federal credit union, or by a federally license d or state-licensed branch of a foreign bank, provided that:

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9  The amount of the NCD insured up to the FDIC limit does not require any credit ratings.
 Any amount above the FDIC insured limit must be issued by institutions which have short-term debt obligations rated “A-1” or its equivalent or better by at least one NRSRO; or long-term obligations rated in a rating category of “A” or its equivalent or better by at least one NRSRO.
 No more than 30% of the total portfolio may be invested in NCDs (combined with CDARS).
 No more than 5% of the total portfolio may be invested in any single issuer.  The maximum maturity does not exceed five (5) years.

8. FEDERALLY INSURED TIME DEPOSITS (Non-Negotiable Certificates of Deposit) in state or federally chartered banks, savings and loans, or credit unions, provided that:

 The amount per institution is limited to the maximum covered under federal insurance.
 No more than 20% of the total portfolio will be invested in a combination of federally insured and collateralized time deposits.
 The maximum maturity does not exceed five (5) years.

9. COLLATERALIZED TIME DEPOSITS (Non-Negotiable Certificates of Deposit) in state or federally chartered banks, savings and loan s, or credit unions in excess of insured amounts which are fully collateralized with securities in accordance with California law, provided that:

 No more than 20% of the total portfolio will be invested in a combination of federally insured and collateralized time deposits.
 The maximum maturity does not exceed five (5) years.

10. PLACEMENT SERVICE DEPOSITS , provided that:

 No more than 30% of the total portfolio may be invested in a combination of qualifying Placement Service Deposits
 The full amount of each deposit along with accrued interest must at all times be insured by the Federal Deposit Insurance Corporation (FDIC) or the National Credit Union Administration (NCUA).
 Under a provision sunsetting on January 1, 2031, no more than 50% of the portfolio may be invested in deposits through a placement service, including Certificates of Deposit, if the Agency is a city, district or local agency that does not pool money with other local agencies.
 The maximum maturity does not exceed five (5) years.

11. COLLATERALIZED BANK DEPOSITS. City of Menifee’s deposits with financial institutions will be collateralized with pl edged securities per California Government Code, Section 53651. There are no limits on the dolla r amount or per centage that the City of Menifee may invest in collateralized bank deposits.

12. REPURCHASE AGREEMENTS collateralized with securities authorized under California Government Code, maintained at a level of at least 102% of the market value of the Repurchase Agreement. There are no limits on the dollar amount or percentage that the City of Menifee may invest, provided that:

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10  Securities used as collateral for Repurchas e Agreements will be delivered to an acceptable third party custodian.
 Repurchase Agreements are subject to a Master Repurchase Agreement between the City of Menifee and th e provider of the repurchase agreement. The Master Repurchase Agreement will be substantially in the form developed by the Securities Industry and Financial Markets Association (SIFMA).
 The maximum maturity does not exceed one (1) year.

13. STATE OF CALIFORNIA LOCAL AGENCY INVESTMENT FUND (LAIF), provided that:

 The City of Menifee may invest up to the maximum amount permitted by LAIF.  LAIF’s investments in instruments prohibite d by or not specified in the City of Menifee’s policy do not exclude the investment in LAIF itself from the City of Menifee’s list of allowable investments, provided LAIF’s reports allow the Treasurer to adequately judge the risk inherent in LAIF’s portfolio.

14. LOCAL GOVERNMENT INVESTMENT POOLS

 Other LGIPs permitted by client.
 There is no issuer limitation for Local Government Investment Pools

15. CORPORATE MEDIUM TERM NOTES (MTNS), provided that:

 The issuer is a corporation organized a nd operating within the United States or by depository institutions licensed by the Unite d States or any state and operating within the United States.
 The securities are rated in a rating category of “A” or its equivalent or better by at least one NRSRO.
 No more than 30% of the total portfolio may be invested in MTNs.  No more than 5% of the total portfolio may be invested in any single issuer.  The maximum maturity does not exceed five (5) years.

16. ASSET-BACKED, MORTGAGE-BACKED, MORTGAGE PASS-THROUGH SECURITIES,

AND COLLATERALIZED MORTGAGE OBLIGATIONS FROM ISSUERS NOT DEFINED IN SECTIONS 3 AND 4 OF THE AUTHORIZED INVESTMENTS SECTION OF THIS POLICY, provided that:

 The securities are rated in a rating category of “AA” or its equivalent or better by a NRSRO.
 No more than 20% of the total portfolio may be invested in these securities.  No more than 5% of the portfolio may be invested in any single Asset-Backed or Commercial Mortgage security issuer.
 The maximum legal final maturity does not exceed five (5) years.

17. MUTUAL FUNDS AND MONEY MARKET MUTUAL FUNDS that are registered with the Securities and Exchange Commission under the Investment Company Act of 1940, provided that:

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11 a. MUTUAL FUNDS that invest in the securities an d obligations as authorized under California Government Code, Section 53601 (a) to (k) and (m) to (q) inclusive and that meet either of the following criteria:

(i) Attained the highest ranking or the highest letter and numerical rating provided by not less than two (2) NRSROs; or

(ii) Have retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years’ experience investing in the securitie s and obligations authorized by California Government Code, Sec tion 53601 and with assets under management in excess of $500 million.

 No more than 10% of the total portfolio may be invested in shares of any one mutual fund.

b. MONEY MARKET MUTUAL FUNDS registered with the Securities and Exchange Commission under the Investment Company Act of 1940 and issued by diversified management companies and meet either of the following criteria:

(i) Have attained the highest ranking or the highest letter and numerical rating provided by not less than two (2) NRSROs; or
(ii) Have retained an investment adviser registered or exempt from registration with the Securities and Exchange Commission with not less than five years’ experience managing money market mu tual funds with assets under management in excess of $500 million.

 No more than 20% of the total portfolio may be invested in the shares of any one Money Market Mutual Fund.

c. No more than 20% of the total portfolio may be invested in these securities.

18. SUPRANATIONALS, provided that:

 Issues are US dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development, International Fina nce Corporation, or Inter-American Development Bank.
 The securities are rated in a rating category of “AA” or its equivalent or better by a NRSRO.
 No more than 30% of the total portfolio may be invested in these securities.  No more than 10% of the total portfolio may be invested in any single issuer.  The maximum maturity does not exceed five (5) years.

IX. PROHIBITED INVESTMENT VEHICLES AND PRACTICES

 State law notwithstanding, any investments not specifically described herein are prohibited, including, but not limited to futures and options.  In accordance with Government Code, Section 53601.6, investment in inverse floaters, range notes, or mortgage derived interest-only strips is prohibited.

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12  Investment in any security that could result in a zero-interest accrual if held to maturity is prohibited. Under a provision sunsetting on January 1, 2031, securities backed by the U.S. Government that could result in a zero- or negative-interest accrual if held to maturity are permitted.
 Trading securities for the sole purpose of speculating on the future direction of interest rates is prohibited.
 Purchasing or selling securities on margin is prohibited.  The use of reverse repurchase agreements, securities lending or any other form of borrowing or leverage is prohibited.
 The purchase of foreign currency denominated securities is prohibited.  The purchase of a security with a forward settlement date exceeding 45 days from the time of the investment is prohibited.

X. INVESTMENT POOLS/MUTUAL FUNDS

The City of Menifee shall c onduct a thorough investigation of any pool or mutual fund prior to making an investment, and on a cont inual basis thereafter. The Treasurer shall develop a questionnaire which will answer the following general questions:

 A description of eligible investment securities, and a written statement of investment policy and objectives.
 A description of interest calculations and how it is distributed, and how gains and losses are treated.
 A description of how the securities are safeguarded (including the settlement processes), and how often the securities are priced and the program audited.  A description of who may invest in the program, how often, what size deposit and withdrawal are allowed.
 A schedule for receiving statements and portfolio listings.  Are reserves, retained earnings, etc. utilized by the pool/fund?  A fee schedule, and when and how is it assessed.
 Is the pool/fund eligible for bond proceeds and/or will it accept such proceeds?

XI. COLLATERALIZATION

CERTIFICATES OF DEPOSIT (CDS). The City of Menifee shall require any commercial bank or savings and loan association to deposit eligible securities with an Agency of a depository approved by the State Banking Department to secure any uninsured portion of a Non- Negotiable Certificate of Deposit. The value of eligible securities as defined pursuant to California Government Code, Section 53651, pledged against a Certificate of Deposit shall be equal to 150% of the face value of the CD if the securities are cl assified as mortgages and 110% of the face value of the CD for all other classes of security.

C
OLLATERALIZATION OF BANK DEPOSITS. This is the process by which a bank or financial institution pledges securities, or other deposits for the purpose of securing repayment of deposited funds. The City of Menifee shall require any bank or financial institution to comply with the collateralizati on criteria defined in California Government Code, Section 53651.

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13 REPURCHASE AGREEMENTS. The City of Menifee requires that Repurchase Agreements be collateralized only by securities authorized in accordance with California Government Code:

 The securities which collateralize the repurchase agreement shall be priced at Market Value, including any Accrued Interest plus a margin. The Market Value of the securities that underlie a repurchase agreement shall be valued at 102% or greater of the funds borrowed against those securities.  Securities used as collateral for Repurchase Agreements will be delivered to an acceptable third-party custodian
 Financial institutions shall mark the value of the collateral to market at least monthly and increase or decrease the collateral to satisfy the ratio requirement described above.
 The City of Menifee shall receive monthly statements of collateral.

XII. DELIVERY, SAFEKEEPING AND CUSTODY

DELIVERY-VERSUS-PAYMENT (DVP). All investment transactions shall be conducted on a delivery-versus-payment basis.

SAFEKEEPING AND CUSTODY. To protect against potential losses due to failure of individual securities de alers, and to enhance access to securities, interest payments and maturity proceeds, all cash and securities in the City of Menifee’s portfolio shall be held in safekeeping in the City of Menifee’s name by a third party custodian, acting as agent for the City of Menifee under the terms of a custody agreement executed by the bank and the City of Menifee. All investment transactions will require a safekeeping receipt or acknowledgment generated from the trade. A m onthly report will be received by the City of Menifee from the custodian listing all securities held in safekeeping with current market data and other information.

The only exceptions to the foregoing shall be depository accounts and securities purchases made with: (i) local government investment pools; (ii) time certificates of deposit, and, (iii) money mutual funds, since the purchased securities are not deliverable.

XIII. MAXIMUM MATURITY

To the extent possible, investments shal l be matched with anticipated cash flow requirements and known future liabilities.

The City of Menifee will not i nvest in securities maturing mo re than five (5) years from the date of trade settlement, unless the Governing Body has by resolution granted authority to make such an investment.

XIV. RISK MANAGEMENT AND DIVERSIFICATION

MITIGATING CREDIT RISK IN THE PORTFOLIO
Credit risk is the risk that a security or a port folio will lose some or all its value due to a real or perceived change in the ability of the issuer to repay its debt. The City of Menifee will mitigate credit risk by adopting the following strategies:

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14  The diversification requirements included in the “Authorized Investments” section of this policy are designed to mitigate credit risk in the portfolio.

 No more than 5% of the total portfolio may be deposited with or invested in securities issued by any single issuer unless otherwise specified in this policy.

 The City of Menifee may elect to sell a security prior to its maturity and record a capital gain or loss in order to manage the quality, liquidity or yield of the portfolio in response to market conditions or City of Menifee’s risk preferences.

 If the credit ratings of any security owned by the City of Menifee are downgraded to a level below the quality required by this i nvestment policy, it w ill be the City of Menifee’s policy to review the credit situation and make a determination as to whether to sell or retain such securities in the portfolio.

 If a security is downgrade d, the Treasurer will use discretion in determining whether to sell or hold the security ba sed on its current ma turity, the economic outlook for the issuer, and other relevant factors.

 If a decision is made to retain a downgraded security in the portfolio, its presence in the portfolio will be monitored and reported monthly to the Governing Body.

MITIGATING MARKET RISK IN THE PORTFOLIO
Market risk is the risk that the portfolio value will fluctuate due to changes in the general level of interest rates. The City of Me nifee recognizes that, over time, longer-term portfolios have the potential to achieve higher returns. On the other hand, longer-term portfolios have higher volatility of return. The City of Menifee will mitigate market risk by providing adequate liquidity for short-term cash needs, and by making longer-term investments only with funds that are not needed for current cash flow purposes.

The City of Menifee fu rther recognizes that certain types of securities, including variable rate securities, securi ties with principal paydowns prior to maturity, and se curities with embedded options, will affect the market risk profile of the portfolio differently in different interest rate environments. The City of Menifee, therefore, adopts the following strategies to control and mitigate its exposure to market risk:

 The City of Menifee will ma intain a minimum of six months of budgeted operating expenditures in short term investments to provide sufficient liquidity for expected disbursements.

 The maximum stated final maturity of individual securities in the portfolio will be five (5) years, except as otherwise stated in this policy.

 The duration of the portfolio will generally be approximately equal to the duration (typically, plus or minus 20%) of a Market Benchmark, an index selected by the City of Menifee based on the City of Menifee’s investment objectives, constraints and risk tolerances.

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15 XV. REVIEW OF INVESTMENT PORTFOLIO

The Treasurer shall periodically, but no less than quarterly, review the portfolio to identify investments that do not comply with this i nvestment policy and es tablish protocols for reporting major and critical incidences of noncompliance to the Governing Body.

XVI. PERFORMANCE EVALUATION

The investment portfolio shall be designed to attain a market-average rate of return throughout budgetary and economic cycles, taking into account the City of Menifee’s risk constraints, the cash flow characteristics of the portfolio, and state and local laws, ordinances or resolutions that restrict investments.

The Treasurer shall monitor and evaluate the portfolio’s performance relative to the chosen market benchmark(s), which will be include d in the Treasurer’s quarterly report. The Treasurer shall select an appropriate, readily available index to use as a market benchmark.

Benchmarks may change over ti me based on changes in market conditions or cash flow requirements.

XVII. REPORTING

MONTHLY REPORTS
Monthly transaction reports will be submi tted by the Treasurer to the Governing Body within 45 days of the end of the reporting period in accordance with California Government Code Section 53607.

QUARTERLY REPORTS
The Treasurer will submit a quarterly invest ment report to the Governing Body which provides full disclosure of the City of Menifee’s investment activities within 45 days after the end of the quarter. These reports will disclose, at a minimum, the following information about the City of Menifee’s portfolio:

1. An asset listing showing par value, cost and independent third-party fair market value of each security as of the date of the re port, the source of the valuation, type of investment, issuer, maturity date and interest rate.

2. Transactions for the period.

3. A description of the funds, investments and programs (including lending programs) managed by contracted parties (i.e. LAIF; investment pools, outside money managers and securities lending agents)

4. A one-page summary report that shows:
a. Average maturity of the portfolio and modified duration of the portfolio; b. Maturity distribution of the portfolio;
c. Percentage of the portfolio represented by each investment category; d. Average portfolio credit quality; and,
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16 e. Time-weighted total rate of return for the portfolio for the prior one month, three months, twelve months and since inceptio n compared to the City of Menifee’s market benchmark returns for the same periods;

5. A statement of compliance with investme nt policy, including a schedule of any transactions or holdings whic h do not comply with this policy or with the California Government Code, including a justification for their presen ce in the portfolio and a timetable for resolution.

6. A statement that the City of Menifee ha s adequate funds to meet its cash flow requirements for the next six months.

ANNUAL REPORTS
A comprehensive annual report will be presented to the Governing Board. This report will include comparisons of the C ity of Menifee’s return to the market benchmark return, suggest policies and improvements that might enhance the investment program, and will include an investment plan for the coming year.

XVIII. REVIEW OF INVESTMENT POLICY

The investment policy will be reviewed and adopted at least annually, but no later than 120 days of the end of the fiscal year, to ensure its consistency with the overall objectives of preservation of principal, liquidity and return, and its relevance to current law and financial and economic trends.

Any recommended modifications or amendments shall be presented by Staff to the Governing Body for their consideration and adoption.

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17 XIX. APPENDIX A PERMITTED INVESTMENTS

ALLOWABLE INVESTMENT INSTRUMENTS PER STATE GOVERNMENT CODE (AS  OF  JANUARY 1, 20226)A   APPLICABLE  TO  ALL  LOCAL AGENCIESB See "Table of Notes" on the next page for footnotes related to this  table.

INVESTMENT TYPE

MAXIMUM

REMAINING

MATURITY
MAXIMUM SPECIFIED
% OF PORTFOLIO
City of Menifee Policy
Maximums
MINIMUM QUALITY

REQUIREMENTS

GOVERNMENT
CODE SECTIONS
Local Agency Bonds  5 years  None  30%  None  53601(a)
U.S. Treasury Obligations  5 years  None  None  None  53601(b) State Obligations: CA and Others  5 years  None  30%  None  53601(c) 53601(d)
CA Local Agency Obligations  5 years  None  30%  None  53601(e) U.S. Agency Obligations  5 years  None  25%  None  53601(f) Bankers' Acceptance  180 days  40%E  40%E  None  53601(g) Commercial Paper: Non‐pooled FundsF
(under $100,000,000 of investments)

270 397days or
less
25% of the agency's
moneyG
25% of the agency's
moneyG
Highest letter and number
rating by an NRSROH

53601(h)(2)(c)
Commercial Paper: Non‐pooled FundsF
(min. $100,000,000 of investments)

397270 days or
less
40% of the agency's
moneyG
25% of the agency's
moneyG
Highest letter and number
rating by an NRSROH

53601(h)(2)(c)
Commercial Paper: Pooled FundsI  397270 days or
less
40% of the agency's
moneyJG
25% of the agency's
moneyG
Highest letter and number
rating by an NRSROH
53635(a)(1)
Negotiable Certificates of Deposit  5 years  30%KJ  30%J  None  53601(i) Non‐negotiable Certificates of Deposit  5 years  None  20%  None  53630 et seq.

Placement Service Deposits  5 years  50%LK  30%K  None  53601.8 and 53635.8
Placement Service Certificates of Deposit  5 years  50%LK  30%K  None  53601.8 and 53635.8
Repurchase Agreements  1 year  None  None  None  53601(j)

Medium Term NotesON  5 years or less  30%  30%  "A" rating category or its equivalent or better  53601(k)
Mutual Funds and Money Market Mutual
Funds  N/A  20%PO  20%O  MultipleP,Q
R
53601(l) and
53601.6(b)
Collateralized Bank DepositsSR  5 years  None  20%  None  53630 et seq. and 53601(n)
Mortgage Pass‐through and Asset‐Backed
SecuritiesT  5 years or lessT  20%  20%  "AA" rating category or its equivalent or betterT  53601(o)
County Pooled Investment Funds  N/A  None  None  None  27133 Joint Powers Authority Pool  N/A  None  None  MultipleUS  53601(p) Local Agency Investment Fund (LAIF)  N/A  None  None  None  16429.1 Voluntary Investment Program FundVT  N/A  None  None  None  16340 Supranational ObligationsWU  5 years or less  30%  30%  "AA" rating category or its equivalent or better  53601(q)
Public Bank Obligations  5 years  None  None  None  53601(r), 53635(c), and 57603
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18 TABLE OF NOTES FOR APPENDIX A

A

Sources: Sections 16340, 16429.1, 27133, 53601, 53601.6, 53601.8, 53630 et

L

Effective January 1, 2020, no more than 50% of the agency’s money may be invested in deposits, including certificates of deposit, through a placement service as authorized under 53601.8 (excludes negotiable certificates of deposit authorized under Section 53601(i)). On January 1, 2031, the maximum percentage of the portfolio reverts back to 30%. Investments made pursuant to 53635.8 remain subject to a maximum of 30% of the portfolio. Reverse repurchase agreements or securities lending agreements may exceed the seq., 53635, 53635.8, and 57603. 92-day term if the agreement includes a written codicil guaranteeing a minimum earning or spread for the entire period between the sale of a security using a reverse B Municipal Utilities Districts have the authority under the Public Utilities Code repurchase agreement or securities lending agreement and the final maturity dates Section 12871 to invest in certain securities not addressed here. of the same security.

C Section 53601 provides that the maximum term of any investment authorized M Reverse repurchase agreements must be made with primary dealers of the Federal under this section, unless otherwise stated, is five years. However, the legislative Reserve Bank of New York or with a nationally or state-chartered bank that has a body may grant express authority to make investments either specifically or as a significant relationship with the local agency. The local agency must have held the part of an investment program approved by the legislative body that exceeds this securities used for the agreements for at least 30 days. five-year remaining maturity limit. Such approval must be issued no less than three months prior to the purchase of any security exceeding the five-year maturity limit. N “Medium-term notes” are defined in Section 53601as “all corporate and depository institution debt securities with a maximum remaining maturity of five years or less, D Percentages apply to all portfolio investments regardless of source of funds. For issued by corporations organized and operating within the United States or by instance, cash from a reverse repur-chase agreement would be subject to the depository institutions licensed by the United States or any state and operating restrictions. within the United States.”
E No more than 30 percent of the agency’s money may be in bankers’ acceptances of O “Medium-term notes” are defined in Section 53601 as “all corporate and depository institution debt securities with a maximum remaining maturity of five years or less, issued by corporations organized and operating within the United States or by depository institutions licensed by the United States or any state and operating within the United States.” No more than 10 percent invested in any one mutual fund. This limitation does not
any one commercial bank. apply to money market mutual funds.

F Applies to local agencies, other than counties or a city and county, that are a city, a district, or other local agency that do not pool money in deposits or investments with other local agencies other than local agencies that have the same governing body (non-pooled).Includes agencies defined as a city, a district, or other local agency that do not pool
P A mutual fund must receive the highest ranking by not less than two nationally No more than 10% invested in any one mutual fund. This limitation does not apply to money market mutual funds.
money in deposits or investment with other local agencies, other than local recognized rating agencies, or the fund must retain an investment advisor who is agencies that have the same governing body. registered with the SEC (or exempt from registration), has assets under management in excess of $500 million, and has at least
five years' experience investing in instruments authorized by Sections 53601 and 53635.

G Local agencies, described in footnote F (non-pooled), may invest no more than 10% of their investment assets in the commercial paper and medium- term notes of any single issuer. Local agencies, other than counties or a city and county, may purchase no more
Q A mutual fund must receive the highest ranking by not less than two nationally recognized rating agencies or the fund must retain an investment advisor who is registered with the SEC (or exempt from registration), has assets under management in excess of $500 million, and has at least five years' experience investing in instruments authorized by Sections 53601 and 53635. A money market mutual fund must receive the highest ranking by not less than two than 10 percent of the outstanding commercial paper and medium-term notes of nationally recognized statistical rating organizations or retain an investment advisor any single issuer. registered with the SEC or exempt from registration and who has not less than five years' experience investing in money market instruments with assets under H Issuing entity must be organized and operating within the U.S. as a general corporation, have assets in excess of $500 million, and have debt other than commercial paper, if any, rated by a NRSRO in a rating category of "A" or its equivalent or higher; or the issuing entity must be organized within the U.S. as a special purpose corporation, trust, or LLC, have program wide credit enhancements, and have commercial paper that is rated “A-1” or higher, or the equivalent, by a NRSRO.Issuing corporation must be organized and operating within the U.S., have assets in
management in excess of $500 million.
excess of $500million, and debt other than commercial paper must be in a rating category of "A" or its equivalent or higher by a nationally recognized statistical R A money market mutual fund must receive the highest ranking by not less than two nationally recognized statistical rating organizations or retain an investment advisor registered with the SEC or exempt from registration and who has not less than five years' experience investing in money market instruments with assets under management in excess of $500 million. Investments in notes, bonds, or other obligations under Section 53601(n) require
rating organization, or the issuing corporation must be organized within the U.S. as that collateral be placed into the custody of a trust company or the trust department a special purpose corporation, trust, or LLC, have program wide credit of a bank that is not affiliated with the issuer of the secured obligation, among other enhancements, and have commercial paper that is rated “A-1” or higher, or the specific collateral requirements.

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19 equivalent, by a nationally recognized statistical rating agency.

S Investments in notes, bonds, or other obligations under Section 53601(n) require that collateral be placed into the custody of a trust company or the trust department of a bank that is not affiliated with the issuer of the secured obligation, among other specific collateral requirements. A joint powers authority pool must retain an investment advisor who is registered I Includes the City of Los Angeles and agencies defined as a county, a city and county, or other local agency that pools money in deposits or investments with other local agencies, including local agencies that have the same governing body (pooled).Includes agencies defined as a county, a city and county, or other local agency that
with the SEC (or exempt from registration), has assets under management in excess pools money in deposits or investments with other local agencies, including local of $500 million, and has at least five years' experience investing in instruments agencies that have the same governing body. Local agencies that pool exclusively authorized by Section 53601, subdivisions (a) to (o). with other local agencies that have the same governing body must adhere to the limits set forth in Section 53601(h)(2)(C). T Security types authorized under Section 53601(o) that are issued or guaranteed by an issuer identified in subdivisions (b) or (f), are not subject to the limitations placed on privately issued securities authorized in Section 53601(o)(2)(A)(B).

Local entities can deposit between $200 million and $10 billion into the Voluntary Investment Program Fund, upon approval by their governing bodies. Deposits in J Local agencies, described in footnote I (pooled), may invest no more than 10% of their investment assets in the commercial paper of any single issuer.No more than 30 percent of the agency’s money may be in negotiable certificates the fund will be invested in the Pooled Money Investment Account. of deposit that are authorized under Section 53601(i).

U A joint powers authority pool must retain an investment advisor who is registered with the SEC (or exempt from registration), has assets under management in excess of $500 million, and has at least five years' experience investing in instruments authorized by Section 53601, subdivisions (a) to (o).

Only those obligations issued or unconditionally guaranteed by the International K No more than 30% of the agency’s money may be in negotiable certificates of deposit that are authorized under Section 53601(i).Effective January 1, 2020, no more than 50 percent of the agency’s money may be
Bank for Reconstruction and Development (IBRD), International Finance invested in deposits, including certificates of deposit, through a placement service Corporation (IFC), and Inter- as authorized under 53601.8 (excludes negotiable certificates of deposit authorized American Development Bank (IADB), with a maximum remaining maturity of five under Section 53601(i)). On January 1, 2026, the maximum percentage of the years or less. portfolio reverts back to 30 percent. Investments made pursuant to 53635.8 remain

subject to a maximum of 30 percent of the portfolio. V Local entities can deposit between $200 million and $10 billion into the Voluntary Investment Program Fund, upon approval by their governing bodies. Deposits in the fund will be invested in the Pooled Money Investment Account.

W Only those obligations issued or unconditionally guaranteed by the International Bank for Reconstruction and Development (IBRD), International Finance Corporation (IFC), and Inter-American Development Bank (IADB), with a maximum remaining maturity of five years or less.

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20 XX. GLOSSARY OF INVESTMENT TERMS

AGENCIES. Shorthand market terminology for any obligation issued by a government-sponsored entity (GSE), or a federally related institution. Most obligations of GSEs are not guaranteed by the full faith and credit of the US government. Examples are:

FFCB. The Federal Farm Credit Bank System provides credit and liquidity in the agricultural industry. FFCB issues discount notes and bonds.

FHLB. The Federal Home Loan Bank provides credit and liquidity in the housing market.

FHLB issues discount notes and bonds.

FHLMC. Like FHLB, the Federal Home Loan Mortgage Corporation provides credit and liquidity in the housing market. FHLMC, also called “FreddieMac” issues discount notes, bonds and mortgage pass-through securities.

FNMA. Like FHLB and FreddieMac, the Federal National Mortgage Association was established to provide credit and liquidity in the housing market. FNMA, also known as “FannieMae,” issues discount notes, bonds and mortgage pass-through securities.

GNMA. The Government National Mortgage Association, known as “GinnieMae,” issues mortgage pass-through securities, which are guaranteed by the full faith and credit of the US Government.

PEFCO. The Private Export Funding Corporation assists exporters. Obligations of PEFCO are not guaranteed by the full faith and credit of the US government.

TVA. The Tennessee Valley Authority provides flood control and power and promotes development in portions of the Tennessee, Ohio, and Mississippi River valleys. TVA currently issues discount notes and bonds.

A
SSET BACKED SECURITIES. Securities supported by pools of installment loans or leases or by pools of revolving lines of credit.

AVERAGE LIFE. In mortgage-related investments, including CMOs, the average time to expected receipt of principal payments, weighted by the amount of principal expected.

BANKER’S ACCEPTANCE. A money market instrument created to facilitate international trade transactions. It is highly liquid and safe because the risk of the trade transaction is transferred to the bank which “accepts” the obligation to pay the investor.

B
ENCHMARK. A comparison security or portfolio. A performance benchmark is a partial market index, which reflects the mix of securities allowed under a specific investment policy.

BROKER. A broker brings buyers and sellers together for a transaction for which the broker receives a commission. A broker does not sell securities from his own position.

CALLABLE. A callable security gives the issuer the option to call it from the investor prior to its maturity. The main cause of a call is a decline in interest rates. If interest rates decline, the issuer will likely call its current securities and reissue them at a lower rate of interest.

C
ERTIFICATE OF DEPOSIT (CD). A time deposit with a specific maturity evidenced by a certificate.

COLLATERAL. Securities or cash pledged by a borrower to secure repayment of a loan or repurchase agreement. Also, securities pledged by a financial institution to secure Item Title: 10.5
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21 deposits of public monies.

COLLATERALIZED BANK DEPOSIT. A bank deposit that is collateralized at least 100% (principal plus interest to maturity). The deposit is collateralized using assets set aside by the issuer such as Treasury securities or other qualified collateral to secure the deposit in excess of the limit covered by the Federal Deposit Insurance Corporation.

C
OLLATERALIZED MORTGAGE OBLIGATIONS (CMO). Classes of bonds that redistribute the cash flows of mortgage securities (and whole loans) to create securities that have different levels of prepayment risk, as compared to the underlying mortgage securities.

C
OLLATERALIZED TIME DEPOSIT. Time deposits that are collateralized at least 100% (principal plus interest to maturity). These instruments are collateralized using assets set aside by the issuer such as Treasury securities or other qualified collateral to secure the deposit in excess of the limit covered by the Federal Deposit Insurance Corporation.

C
OMMERCIAL PAPER. The short-term unsecured debt of corporations.

COUPON. The rate of return at which interest is paid on a bond.

CREDIT RISK. The risk that principal and/or interest on an investment will not be paid in a timely manner due to changes in the condition of the issuer.

DEALER. A dealer acts as a principal in security transactions, selling securities from and buying securities for his own position.

DELIVERY VS. PAYMENT (DVP). A securities industry procedure whereby payment for a security must be made at the time the security is delivered to the purchaser’s agent.

DISCOUNT. The difference between the par value of a bond and the cost of the bond, when the cost is below par. Some short-term securities, such as T-bills and banker’s acceptances, are known as discount securities. They sell at a discount from par and return the par value to the investor at maturity without additional interest. Other securities, which have fixed coupons, trade at a discount when the coupon rate is lower than the current market rate for securities of that maturity and/or quality.

D
IVERSIFICATION. Dividing investment funds among a variet y of investments to avoid excessive exposure to any one source of risk.

DURATION. The weighted average time to maturity of a bond where the weights are the present values of the future cash flows. Duration measures the price sensitivity of a security to changes interest rates.

F
EDERAL DEPOSIT INSURANCE CORPORATION (FDIC). The Federal Deposit Insurance Corporation (FDIC) is an independent federal Agency insuring deposits in U.S. banks and thrifts in the event of bank failures. The FDIC was created in 1933 to maintain public confidence and encourage stability in the financial system through the promotion of sound banking practices.

F
EDERALLY INSURED TIME DEPOSIT. A time deposit is an interest-bearing bank deposit account that has a specified date of maturity, such as a certificate of deposit (CD). These deposits are limited to funds insured in accordance with FDIC insurance deposit limits.

FIDUCIARY. A person or organization that acts on behalf of another person(s) or organization that puts their clients ’ interest ahead of their own as they are bound both legally and ethically to act in the other’s best interests.

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22 LEVERAGE. Borrowing funds in order to invest in securities that have the potential to pay earnings at a rate higher than the cost of borrowing.

LIQUIDITY. The speed and ease with which an asset can be converted to cash.

LOCAL AGENCY INVESTMENT FUND (LAIF). A voluntary investment fund open to government entities and certain non-profit organizations in California that is managed by the State Treasurer’s Office.

LOCAL GOVERNMENT INVESTMENT POOL. Investment pools that range from the State Treasurer’s Office Local Agency Investment Fund (LAIF) to county pools, to Joint Powers Authorities (JPAs). These funds are not subject to the same SEC rules applicable to money market mutual funds.

M
AKE WHOLE CALL. A type of call provision on a bond that allows the issuer to pay off the remaining debt early. Unlike a call option, with a make whole call provision, the issuer makes a lump sum payment that equals the net present value (NPV) of future coupon payments that will not be paid because of the call. With this type of call, an investor is compensated, or "made whole."

M
ARGIN. The difference between the market value of a security and the loan a broker makes using that security as collateral.

MARKET RISK. The risk that the value of securities will fluctuate with changes in overall market conditions or interest rates.

MARKET VALUE. The price at which a security can be traded.

MATURITY. The final date upon which the principal of a security becomes due and payable. The investment’s term or remaining maturity is measured from the settlement date to final maturity.

MEDIUM TERM NOTES. Unsecured, investment-grade senior debt securities of major corporations which are sold in relatively small amounts on either a continuous or an intermittent basis.

MTNs are highly flexible debt instruments that can be structured to respond to market opportunities or to investor preferences.

M
ODIFIED DURATION. The percent change in price for a 100-basis point change in yields. Modified duration is the best single measure of a portfolio’s or security’s exposure to market risk.

MONEY MARKET. The market in which short-term debt instruments (T-bills, discount notes, commercial paper, and banker’s acceptances) are issued and traded.

MONEY MARKET MUTUAL FUND. A mutual fund that invests exclusively in short-term securities.

Examples of investments in money market fu nds are certificates of deposit and U.S.

Treasury securities. Money market funds attempt to keep their net asset values at $1 per share.

M
ORTGAGE PASS-THROUGH SECURITIES. A securitized participation in the interest and principal cash flows from a specified pool of mortgages. Principal and interest payments made on the mortgages are passed through to the holder of the security.

MUNICIPAL SECURITIES. Securities issued by state and local agencies to finance capital and operating expenses.

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23 MUTUAL FUND. An entity which pools the funds of investors and invests those funds in a set of securities which is specifically defined in the fund’s prospectus. Mutual funds can be invested in various types of domestic and/or international stocks, bonds, and money market instruments, as set forth in the individual fund’s prospectus. For most large, institutional investors, the costs associated with investing in mutual funds are higher than the investor can obtain through an individually managed portfolio.

N
ATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATION (NRSRO).

A credit rating Agency that the Securities and Exchange Commission in the United States uses for regulatory purposes. Credit rating agencies provide assessments of an investment's risk. The issuers of investments, especially debt securities, pay credit rating agencies to provide them with ratings. The three most prominent NRSROs are Fitch, S&P, and Moody's.

N
EGOTIABLE CERTIFICATE OF DEPOSIT (CD). A short-term debt instrument that pays interest and is issued by a bank, savings or federal associat ion, state or federal credit union, or state- licensed branch of a foreign bank. Negotiable CDs are traded in a secondary market and are payable upon order to the bearer or initial depositor (investor).

P
AYDOWN. A reduction in the principal amount owed on a bond, loan, or other debt.

P
LACEMENT SERVICE DEPOSITS. A private service that allows local agencies to invest in FDIC- insured deposits with one or more banks, savings and loans, and credit unions located in the United States. IntraFi (formerly known as CDARS) is an example of an entity that provides this service.

P
RIMARY DEALER. A financial institution (1) that is a trading counterparty with the Federal Reserve in its execution of market operations to carry out U.S. monetary policy, and (2) that participates for statistical reporting purposes in compiling data on activity in the U.S.

Government securities market.

PRUDENT PERSON (PRUDENT INVESTOR) R ULE. A standard of responsibility which applies to fiduciaries. In California, the rule is stated as “Investments shall be managed with the care, skill, prudence and diligence, under the circumstances then prevailing, that a prudent person, acting in a like capacity and familiar with such matters, would use in the conduct of an enterprise of like character and with like aims to accomplish similar purposes.”

R
EPURCHASE AGREEMENT. Short-term purchases of securities with a simultaneous agreement to sell the securities back at a higher price. From the seller’s point of view, the same transaction is a reverse repurchase agreement.

S
AFEKEEPING. A service to bank customers whereby securities are held by the bank in the customer’s name.

S
ECURITIES AND EXCHANGE COMMISSION (SEC). The U.S. Securities and Exchange Commission (SEC) is an independent federal government Agency responsible for protecting investors, maintaining fair and orderly functioning of securities markets and facilitating capital formation. It was created by Congress in 1934 as the first federal regulator of securities markets. The SEC promotes full public disclosure, protects investors against fraudulent and manipulative practices in the market, and monitors corporate takeover actions in the United States.

S
ECURITIES AND EXCHANGE COMMISSION SEC) RULE 15C3-1. An SEC rule setting capital requirements for brokers and dealers. Under Rule 15c3-1, a broker or dealer must have Item Title: 10.5
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24 sufficient liquidity in order to cover the most pressing obligations. This is defined as having a certain amount of liquidity as a percentage of the broker/dealer's total obligations. If the percentage falls below a certain point, the broker or dealer may not be allowed to take on new clients and may have restrictions placed on dealings with current client.

S
TRUCTURED NOTE. Notes issued by Government Sponsored Enterprises (FHLB, FNMA, etc.) and Corporations, which have imbedded options (e.g., call features, step-up coupons, floating rate coupons, derivative-based returns) into their debt structure. Their market performance is impacted by the fluctuation of interest rates, the volatility of the imbedded options and shifts in the shape of the yield curve.

S
UPRANATIONAL. A Supranational is a multi-national organization whereby member states transcend national boundaries or interests to share in the decision making to promote economic development in the member countries.

T
OTAL RATE OF RETURN. A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending value; it includes interest earnings, realized and unrealized gains, and losses in the portfolio.

U.S. T
REASURY OBLIGATIONS. Securities issued by the U.S. Treasury and backed by the full faith and credit of the United States. Treasuries are considered to have no credit risk and are the benchmark for interest rates on all other securities in the US and overseas. The Treasury issues both discounted securities and fixed coupon notes and bonds.

T
REASURY BILLS. All securities issued with initial maturities of one year or less are issued as discounted instruments and are called Treasury bills. The Treasury currently issues three- and six-month T-bills at regular weekly auct ions. It also issues “cash management” bills as needed to smooth out cash flows.

T
REASURY NOTES. All securities issued with initial maturities of two to ten years are called Treasury notes and pay interest semi-annually.

TREASURY BONDS. All securities issued with initial maturities greater than ten years are called Treasury bonds. Like Treasury notes, they pay interest semi-annually.

YIELD TO MATURITY. The annualized internal rate of return on an investment which equates the expected cash flows from the investment to its cost.

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Revision History

Revision No. Date Approved Approved By: Comments
0 10/01/2008 City Council 2008-2009 Investment Policy; Resolution No. 08-18 1 08/04/2009 City Council 2009-2010 Investment Policy; Resolution No. 09-110 2 11/15/2011 City Council 2011-2012 Investment Policy; Resolution No. 11-240 3 12/04/2012 City Council 2012-2013 Investment Policy; Resolution No. 12-299 4 11/06/2013 City Council 2013-2014 Investment Policy; Resolution No. 13-345 5 03/06/2019 City Council 2018-2019 Investment Policy; Resolution No. 19-775 6 05/05/2021 City Council 2020-2021 Investment Policy; Resolution No. 21-1018 7 09/21/2022 City Council 2022-2023 Investment Policy; Resolution No. 22-1201 8 10/18/2023 City Council 2023-2024 Investment Policy; Resolution No. 23-1362 9 06/05/2024 City Council 2024-2025 Investment Policy; Resolution No. 24-1427 10 06/18/2025 City Council 2025-2026 Investment Policy; Resolution No. 25-193 11 06/03/2026 City Council 2026-2027 Investment Policy; Resolution No. 26-

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CITY OF MENIFEE
SUBJECT: Permit-Ready Accessory Dwelling Unit Plans and Guidebook Update
MEETING DATE: June 3, 2026
TO: Mayor and City Council
PREPARED BY: Molly Binnall, Management Analyst II
REVIEWED BY: Orlando Hernandez, Community Development Director APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Adopt a resolution amending the Permit-Ready Accessory Dwelling Unit (ADU) plans to the 2025 Editions of the California Building Standards Code, amending the ADU Guidebook for use by the public in obtaining permits for construction of an ADU per City requirements, and authorizing the City Manager to approve future amendments as needed to comply with the California Building Standards Code.

DISCUSSION
As part of the 2022-2029 Housing Element and the City of Menifee’s efforts to plan for future housing needs of the community, the City Council adopted Resolution No. 22-1127 on March 2, 2022, approving the Permit-Ready ADU plans and ADU Guidebook to provide residents with cost- effective and expedited options for constructing ADUs. The Permit-Ready ADU plans were prepared under the 2022 Editions of the California Building Standards Code (Title 24). On September 17, 2025, City Council adopted Ordinance No. 2025-420, implementing the 2025 Editions of the California Building Standards Code, with an effective date beginning January 1, 2026. With the implementation of the 2025 Editions of the California Building Standards Code, the existing Permit-Ready ADU plans were required to be updated to ensure compliance with new structural, energy efficiency, and accessibility standards.

The City pursued funding to update the Permit-Ready ADU plans through the Regional Early Action Planning (REAP) 2.0 Grant administered by the Southern California Association of Governments (SCAG) and the Western Riverside Council of Governments (WRCOG). In order to apply for reimbursement though the REAP 2.0 Grant, the City entered into a Memorandum of Understanding (MOU) on September 17, 2025 between WRCOG and SCAG which outlines the City’s responsibilities for procurement, reporting, invoicing and compliance with state requirements, and established SCAG and WRCOG’s roles in administering and reimbursing the Item Title: 10.6
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City of Menifee Staff Report
Permit-Ready ADU Updates
June 3, 2026

3 3
1 8
REAP 2.0 funds. The City also entered into an agreement with WRCOG on September 17, 2026 through the REAP Local Staff Assistance Program, which outlines the terms between the City and WRCOG. These agreements were required to be established prior to approval by WRCOG and ultimately approval of REAP 2.0 Grant fund reimbursement upon completion of the update.

In January 2026, the City contracted with Design Path Studios to update the Permit-Ready ADU plans to comply with the 2025 Editions of the California Building Standards Code for a not-to- exceed amount of $20,000. The plan update was completed and presented to staff in April 2026 for review by the City’s Building and Safety Division and were found to meet all code requirements.

Final copies of the updated Permit-Ready ADU plans can be found on the City’s website:
https://www.cityofmenifee.us/751/Permit-ready-ADU-program.

In anticipation of future editions of the California Building Standards Code updates, staff is requesting the City Manager have authorization to approve any future updates to the Permit- Ready ADU plans to remain in compliance with state law.

Additionally, staff has further streamlined the overall ADU review process, requiring minor updates to the ADU Guidebook as attached.

STRATEGIC PLAN OBJECTIVE
Thriving Economy

FISCAL IMPACT
There is no General Fund impact or funding implications. The total REAP 2.0 Grant amount utilized for updating the Permit-Ready ADU plans was $20,000. The City contracted with Design Path Studios for the project and expenses were covered by the approved Fiscal Year 2025/2026 Planning Division professional services account. Reimbursement would be processed by WRCOG through REAP 2.0 on a cost-recovery basis.

ATTACHMENTS

1. Resolution

2. Exhibit A – Permit-Ready ADU Guidebook and Plans
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RESOLUTION NO. 26-______

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

CALIFORNIA APPROVING THE UPDATE TO THE PERMIT-READY

ACCESSORY DWELLING UNIT PLANS AND GUIDEBOOK TO
COMPLY WITH THE 2025 EDITIONS OF THE CALIFORNIA BUILDING

STANDARDS CODE FOR USE BY THE PUBLIC IN OBTAINING

PERMITS FOR CONSTRUCTION OF AN ACCESSORY DWELLING

UNIT PER CITY REQUIREMENTS
WHEREAS, as part of the City of Menifee’s 6 th cycle, 2021-2029 Housing Element, and the City’s efforts to plan for housing needs of the community, the City Council adopted Resolution No. 22-1127 on March 2, 2022 approving the Permit-Ready Accessory Dwelling Unit (ADU) Plans and ADU Guidebook for use by the public in obtaining permits for construction of an ADU per City requirements; and WHEREAS, the Permit-Ready ADU plans are intended to incentivize, streamline, and minimize costs to homeowners wanting to build an ADU; and WHEREAS, the Permit-Ready ADU plans consist of a total of eight different floor plans that range in size from the smallest being a 305 square-foot studio unit plan to the largest being a 1,100 square-foot, 3-bedroom plan, with each floor plan having two architectural style options; and
WHEREAS, the Permit-Ready ADU plans provide a wide variety of plan options to Menifee homeowners in a way that allows them to choose an option that best suits their property configuration, needs, and budget; and
WHEREAS, the Permit-Ready ADU plans were prepared under the 2022 Editions of the California Building Standards Code (Title 24); and WHEREAS, on September 17, 2025, the City Council adopted Ordinance No. 2025-420, implementing the 2025 Editions of the California Building Standards Code to become effective January 1, 2026; and
WHEREAS, implementation of the 2025 Editions of the California Building Standards Code imposes required updates to the existing Permit-Ready ADU plans to ensure compliance with new structural, energy efficiency, and accessibility standards; and
WHEREAS, the City pursued funding to update the Permit-Ready ADU plans through the Regional Early Action Planning (REAP) 2.0 Grant administered by the Southern California Association of Governments (SCAG) and the Western Riverside Council of Governments (WRCOG); and
WHEREAS, on September 17, 2025, the City Council approved a Memorandum of Understanding (MOU) between WRCOG and SCAG which outlines the City’s responsibilities for procurement, reporting, invoicing and compliance with state requirements, and established SCAG and WRCOG’s roles in administering and reimbursing the REAP 2.0 Grant funds; and
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Permit-Ready ADU Update
June 3, 2026

WHEREAS, on September 17, 2025, the City Council approved an agreement with WRCOG through the REAP Local Staff Assistance Program, which outlines the terms between the City and WRCOG; and
WHEREAS, these agreements were required to be established prior to approval by WRCOG and ultimately approval of REAP 2.0 Grant fund reimbursement to the City upon completion of the Permit-Ready ADU plan update; and WHEREAS, the City contracted with Design Path Studios to update the Permit- Ready ADU plans to comply with the 2025 Editions of the California Building Standards Code, which have been completed; and
WHEREAS, the proposed updated Permit-Ready ADU plans and ADU Guidebook are informational tools to assist the public in obtaining permits for construction of an ADU in compliance with City requirements, and do no affect any City policy, regulation, or ordinance, and do not permit the construction of an ADU on any property within the City, they do not require legal public notice or a public hearing; and WHEREAS, the proposed updated Permit-Ready ADU plans and ADU Guidebook are exempt from the California Environmental Quality Act (CEQA) per Section 15061.b.3 “Common Sense Exemption” as the Permit-Ready ADU plans the ADU Guidebook are informational tools to assist the public in obtaining permits for construction of an ADU in compliance with City requirements. As such, use of Permit- Ready ADU plans and the ADU Guidebook do not affect any City policy, regulation, or ordinance and do no permit the construction of an ADU on any property within the City; therefore, it can be seen with certainty there is no possibility the activity in question may have a significant impact on the environment.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Menifee approves the following:

1. Update the Permit-Ready ADU plans to the 2025 Editions of the California Building Standards Code and the ADU Guidebook attached as Exhibit “A” of this Resolution.

2. Authorize the City Manager, or their designee, to approve all future Permit-Ready ADU plan updates to comply with the most-current edition of the California Building Standards Code.

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PASSED, APPROVED AND ADOPTED on this 3rd day of June 2026. _________________________
Ricky Estrada, Mayor
Attest:
___________________________
Stephanie Roseen, City Clerk
Approved as to form:
______________________________
Jeffrey T. Melching, City Attorney
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June 2026

CITY OF MENIFEE

ACCESSORY

DWELLING UNIT

GUIDEBOOK
+

PERMIT READY

ADU PLANS
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Infill housing, including accessory dwelling units (ADUs), is a crucial element in the City’s plan to provide a diverse housing supply. The State and City have responded to the housing crisis by passing new laws and ordinances to encourage the construction of ADUs.

This catalog is a resource for residents interested in adding an ADU to their property. This Guidebook contains two parts: the first is an informational guide on the process of designing and building and ADU; and the second is dedicated to the Permit Ready ADU Program that offers a series of eight ADU building plan sets that residents can select from, at no cost, to build on their property.

Introduction
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City Council
Mayor Ricky Estrada
Mayor Pro Tem Bob Karwin
Councilmember Dean Dienes
Councilmember Ben Diederich
Councilmember Dan Temple
Planning Commission
Commissioner Chris Thomas
Commissioner Ivan Holler
Commissioner Michael Knighten
Commissioner Tammy Ramirez
Commissioner Randy Madrid
City Staff
Orlando Hernandez, Community Development Director
Ryan Fowler, Planning Manager
Kimberly Luna, Assistant Planner
Consultant | Design Path Studio
Yvonne St. Pierre, Architect
Geoffrey Plagemann, Planner
Acknowledgments
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ADU Guidebook
Section 1: Benefits of ADUs
............................................. 5
S
ection 2: Getting Started
............................................. 6
S
ection 3: Designing Your ADU
............................................. 12
S
ection 4: Permit Process
............................................. 15
P
ermit Ready ADU Program
Introduction
............................................. 18
Cr
aftsman | Spanish
............................................. 19
R
anch | Tuscan
............................................. 31
Appendix
Contacts + R
esources + Code Information
............................................. 43
Contents
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ACCESSORY DWELLING UNIT GUIDEBOOK
5 are a relatively affordable type of construction that does not require purchasing land or major new infrastructure.

Benefits of Building an ADU
ADU Guidebook - Section 1: Benefits of ADUs
This first part of this Guidebook outlines the application and review procedures for obtaining a permit to create an ADU and provides a summary of key zoning and construction standards.

From providing housing for relatives to helping pay the mortgage, many Menifee homeowners are interested in adding accessory dwelling units to their homes. An accessory dwelling unit (ADU), also known as a “mother-in-law” or “granny flat,” is an attached part of a primary dwelling or detached stand-alone structure separate from the primary dwelling unit on the same lot as an existing dwelling where the lot is zoned for single-family or multifamily use. An ADU provides complete independent living facilities for one or more persons. This includes permanent provisions for living, sleeping, eating, cooking, and sanitation, all on the same parcel as the primary, single-family dwelling. An ADU can be an efficiency unit, as defined in Section 17958.1 of Health and Safety Code, or a manufactured home, as defined in Section 18007 of the Health and Safety Code.

This Guidebook is a resource to help residents build an ADU. It provides an overview of the entire project, from getting started to pulling permits. The Guidebook provides useful information to reduce the uncertainty in what can feel like a complicated process.

People build ADUs for lots of reasons, but the most common are rental income and/or to house relatives. The concept of creating living space from unused portions of your property or home is not new. However, interest in ADUs has increased in recent years as they Rental Income Building an ADU can help homeowners pay
the mortgage via a steady stream of income.

Housing for Relatives Having an ADU allows a homeowner
with aging relatives, adult children, or reltives with special needs to live together while maintaining privacy.

Downsizing Homeowners may build an ADU for themselves
and then rent out the primary residence.

Flexible Space As homeowner needs change over time, an
ADU allows for multiple uses such as a rental, housing for relatives, as a home office.

Investment ADUs are a good investment with a reltively
short payback period that can increase a home’s resale value Community Benefits ADUs are one tool to help address
housing needs in a community. The units provide attainable or affordable workforce housing options. As private units, ADUs help diversify housing options while maintaning
community character.

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6 ADU Guidebook - Section 2: Getting Started
Planning an ADU Project
ADUs come in many shapes and sizes but are always a self-contained unit that is smaller than the primary dwelling and legally part of the same property. ADUs always contain a kitchen, bathroom, and place to sleep. ADUs can range from efficiency studio units to 1200-square- foot units with multiple bedrooms. Interior conversions may include conversion of interior living space of a primary dwelling or conversion of a garage or other existing structure.

A junior accessory dwelling unit (JADU) is a residential dwelling unit that is no more than 500 square feet in area, contained entirely within an existing single-family residence, and can have separate sanitation facilities from, or shared sanitation facilities with, the existing residence.

A building permit is required to build any accessory dwelling unit.

Depending on the scope of work, your project will most likely also require electrical, plumbing, and/or mechanical permits. It is recommended that you visit the Planning and Building Divisions to talk with staff about your project while in the planning stages. Staff can help you determine if an ADU is allowed on your property and to discuss zoning standards that are applicable to your project. They can also help answer questions about the building code and applicable construction standards, and utilities.

Detached ADU Free-standing structure
Attached ADU Has at least one shared wall with the
primary dwelling
Interior Conversion An ADU built within the walls
of an existing primary dwelling
Garage Conversion An ADU built within the walls
of an existing garage
Above Garage ADU A unit built above a garage
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ACCESSORY DWELLING UNIT GUIDEBOOK
7 The City’s Permit Ready Accessory Dwelling Unit Program is envisioned to encourage the construction of ADUs by offering property owners a selection of pre-approved ADU building plans. By choosing one of these plans, the property owner can reduce pre- construction costs and permit review times.

Zoning and Design Standards
One ADU and one JADU are allowed on residentially zoned properties that have no more than one existing or proposed single-family residential dwelling. ADUs can be built as detached (stand-alone accessory structure) or attached units (addition to an existing residence), within an existing home or accessory structure, or as a garage conversion. The City’s ADU standards allow for a range of sizes, from efficiency studios up to 1,200 sf. The zoning of your property and the size of your existing lot and house are determining factors in how large of an ADU you can build.

One parking space for each new unit is required, however, no parking is required if the new ADU is within 1/2 mile of public transit, located within a historic district, or if the unit is created within an existing structure.

To help property owners, several relief standards were created as part of new state law. Setbacks for all ADUs are now four (4’) feet from the side and rear property lines, unless there are superseding environmental or fire codes.

DEVELOPMENT STANDARDS FOR ACCESSORY DWELLING UNITS
Number of units Allow up to one ADU And one JADU per single-family lot Maximum unit size Detached: 1,200 sq. ft.

Attached:1,200 sq. ft. or 50% of the floor area of the primary residence, whichever is less
Parking One parking space required unless:
• Within ½ mile of “public transit” (train station and all bus stops) • Created within the area of an existing building
• In a historic district
Front-yard setback • Same as existing primary dwelling
• No additional setback shall be required for an existing garage that is converted to an ADU
Rear and Side-yard
setback
• Same as existing primary dwelling or 4 ft., whichever is less Lot coverage • Based on existing zoning
• 800 sf of ADU is allowed by-right
Height 16’ height allowed by-right or the height limit of the underlying zoning when not applying reduced ADU setbacks
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8 Types of Construction
Timber Frame
Timber frame, or stick-built construction, is the traditional method of home construction. This method is done on-site and relies on wooden posts, beams, studs, joists, and rafters for its basic construction.

Timber framed homes often leave a portion of the wood timber exposed as part of the design aesthetic, in addition to its structural purpose.

Modular
Modular construction relies on pieces of the house or ADU being fabricated off-site, and then being delivered to the building site. The prefabricated pieces are delivered to the site and placed into position, either by hand or with a crane.

Manufactured
Manufactured construction is a process where an entire house or ADU, or sections of them, are predominantly built and assembled in factories. The entire unit, or the sections, and then transported to the building site and assembled.

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9 Design Professionals
As you start the design process, one of your first considerations is what kind of professional you want to work with. Most homeowners choose to work with some type of design professional to help throughout the design and permit review process. The City recommends the use of a licensed professional, such as an architect or engineer, however, property owners with design experience can choose to manage the design themselves.

Architect
Architects provide a range of design services including full-service from the initial concept to final construction. This can include coordinating with additional consultants such as structural engineers, surveyors, or any other project related subcontractors. Architects are professionally licensed by the state and have a degree in architecture and have passed a series of licensing exams. Architects are legally responsible for the work they design.

Engineer
Engineers are involved in the design, construction, maintenance and inspection of development projects. A licensed engineer is legally responsible for the work they design. Civil or structural engineers can help determine the proper site layout and structural design for development projects.

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10 Landscape Architect
Landscape architects design outdoor environments that connect our built environments to natural surroundings. This can include parks, gardens, hardscapes, and small structures. Landscape architects are professionally licensed by the state and have a degree in landscape architecture, have passed a series of licensing exams, and are legally responsible for the work they design.

Designer
Designers can come from varying backgrounds and skill sets, sometimes referred to as building designers or drafting services.

Most designers have a design-based education and work experience, and some are self-taught, but none are professionally licensed. The services designers provide are dependent upon the level of their experience in the design, engineering, and construction fields.

Surveyor
Land surveyors use exact locations to determine distances, directions, and angles between reference points or important features on a property. A licensed surveyor can verify and establish boundaries, research land records, and prepare maps and reports for development projects.

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11 Design/Build
A design/build firm will design and construct your ADU. Design/build firms are usually headed by a licensed architect or contractor. There are no standards for design/build firms, so the level of services they provided vary depending on the skill set of the owner and staff. The staff is usually a collection of designers who provide design services for small scale projects.

Manufacturer
Modular and manufactured homes can be an efficient way of constructing your ADU. Manufacturers of these homes are monitored by the state of California, and a contractor is required for the on-site foundation work, utility hookups, and placement or assembly of the unit. Most manufacturers offer a variety of options for homeowners to customize their unit. This method of construction simplifies the design process and generally takes the least amount of time from conception to completion.

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12 ADUs provide many benefits for the owners, the municipality, and for prospective renters. When planning to build an ADU, there are many alternatives to consider. For the use of the ADU, it is helpful to think about your short-term needs and long-term goals. For the design of the ADU, a successful project will make considerations for the location, size, and aesthetic features of the unit.

Purpose
ADUs can be adapted in many ways to meet your living situation as it changes over time. These units provide flexible space for the owners as they can be used as rental properties, home offices, or guest rooms. The size of these units is conducive to multi- generational housing, and provides an affordable option for students, adult children, parents or grandparents, and caregivers. As rental units, ADUs help diversify the housing options within the existing community, and the rental income helps owners offset their housing costs.

Renting
Renting a second unit comes with many responsibilities. It is important to have an understanding of housing law, tenant/landlord responsibilities, and building maintenance which affect rental rates, changes of use, and who lives in the unit.

The City’s ADU/JADU standards require that all rental agreements for new units must have contracts of 30 days or longer, therefore, short- term vacation rental is not an option. Owners can choose, however, to live in their ADU and rent out the primary home.

ADU Guidebook - Section 3: Design Considerations
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13 Neighborhood and Site Context
Lot size, community character, and design guidelines need to be considered when designing an ADU. Every property has an underlying zoning designation, and almost every neighborhood has an established lot and building pattern. Design features such as architectural styles, windows and doors, roof lines, and front porches, and the materials that make up these features, should be considered for the ADU.

Determining your zoning, lot size, and property boundaries will help guide preliminary design decisions. A property survey will provide the boundaries, lot size, and other important information. The zoning maps, designations, and standards can be attained from the City’s website
(see City Resources in Appendix) or by contacting the
Community Development Department.

The size, or massing, of your ADU should compliment the primary residence and the surrounding neighbors. The relationship, or spacing, between structures can create attractive courtyards, gardens, and private spaces. These landscape and hardscape features are also important elements that connect the ADU to the property and the neighborhood.

When an ADU is proposed in existing space, either through conversion of a garage or accessory structure, or within the house, or when an addition to an existing building is proposed, it may be helpful

EXAMPLE UNIT SIZES
STREET
STREET
STREET
350 square foot unit
750 square foot unit
1,200 square foot unit
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14 to make an initial visit to the Community
Development Department - Planning and
Building Divisions. The visit provides an
opportunity to discuss the space, design,
and structural issues that may be
associated with the development of an
ADU. In order for staff to provide the best
information possible, simple site and floor
plan drawings are beneficial.

The proper location and size of your ADU,
along with the incorporation of specific
architectural and landscape elements into
the design, will ensure compatibility with
your primary home and neighborhood.

These considerations should be properly
represented within the construction
documents that will be submitted to
the City for review. Complete and
comprehensive application materials and
building plan sets will save time during
the plan check and permit process.

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15 ADU Guidebook - Section 4: Permit Process
Once the preliminary layout and design of your ADU is complete, a visit to City Hall is a beneficial next step towards construction. City Staff from Planning, Building, Engineering, and Office of the Fire Marshal are available to answer your questions regarding your property, building plans, or the construction process.

City Departments
The Planning Division can provide information about your property, including the zoning and lot size, which are critical in determining the type and size of ADU you can build. A Planner can also assist you with all of the other development standards that may influence the design of your ADU.

The Building Division will ultimately issue your permit to construct and occupy your ADU. City staff can walk you through the permitting and inspection process, and provide you with a list of building codes and drawing requirements that you or your consultants will need to consider prior to applying.

The Engineering Department can help you with questions about property lines, right-of-ways, and utility and drainage easements.

Only a professional survey of your property can accurately determine where all of these boundaries lie, so it is recommended that one be conducted as part of your planning process.

ADU Application Checklist

1. One completed and signed application form.

2. One copy of the current legal description for the property involved, as recorded in the Office of the County Recorder. A copy of a grant deed of each property involved will suffice.

3. If any of the properties involved do not abut a public street, a copy of appropriate documentation of legal access (e.g. recorded easement) for said property shall be provided.

4. Copy of Exhibit “A” (Site Plan). The exhibit must also include the information described in the Accessory Dwelling Unit Matrix.

5. A copy of building floor plans (Exhibit “C”) and elevations (Exhibit “B”) showing the proposed ADU building.

6. A minimum of three (3) ground-level photographs (color prints) clearly showing the whole project site. Include a locational map identifying the position from which the photo was taken and the approximate area of coverage of each
photograph.

7. Applicable fee.

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ACCESSORY DWELLING UNIT GUIDEBOOK
16 The Office of the Fire Marshal can answer questions regarding life safety issues such as requirements for fire sprinklers, required firewall ratings, building separation, and defensible space for wildfires.

The City has many residentially zoned lots that are not served by sewer and must rely on septic systems. This is common in the Quail Valley area and rural residential areas. New septic systems require approvals and permits from the County Department of Environmental Health and Building Division. New septic systems are not allowed in certain areas of the City
(see Appendix for Quail Valley Septic
Moratorium).

Permit Application and Review
The submittal and review process is often quite complex and requires architecture and building technology knowledge and experience for a smooth review. The City’s Permit Ready ADU Plans Program (page
18) offers a selection of floor plans and styles that can be used by residents. Using one of these plans as provided will shorten the review process. Minor modifications to the plans are allowed, but may extend the review time.

All City applications are processed digitally and can be submitted on- line through the Menifee Permit Portal
(link in Appendix). On any plan
submittal, it is recommended that homeowners work with a licensed professional who can explain the requirements through each step of the permitting process.

In the application review phase, various departments will assess your project application to ensure that it meets all applicable regulations. Each department will provide review comments that may require changes to your application or design. The length of the entire process will depend on the completeness of the application, the number of reviews required, and how quickly the application is resubmitted between reviews. Most ADU applications are approved within one to three rounds of review.

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18 Fees
Each ADU will require different fees and the amount will be dependent on your specific project. Typical fees include application fees, impact fees, water and sewer fees, and school fees. State ADU law has established several guidelines for fee assessment. The most prominent are that no school fees can be assessed on a unit smaller that 500 square feet, and no impact fees can be assessed on a unit of 750 square feet or less. In general, all fees will need to be paid prior to receiving a building permit.

Inspections
Your ADU will require a series of inspections to ensure that the project is being built in compliance with all building, fire, and zoning codes. Building Inspectors will check for code compliance, and assure that the ADU is being constructed according to the plans you submitted for the permits. The Planning Division may also do a final inspection to ensure that any special conditions on the project have been met. Additional inspections may also be conducted by other City Departments or agencies.

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19 Permit Ready ADU Program
The Menifee Permit Ready ADU Program provides is a series of eight, pre-reviewed, code-compliant ADU construction plans that can be attained online or from City Hall for free. The program helps the City meet strategic plan goals to create diverse housing options throughout the City by encouraging the construction of ADUs.

Customizable options allow for a variety of exterior materials and door and window fenestrations to express individual owners’ tastes while respecting community character. These options reduce preconstruction fees for residents and shortens the review process for everyone.

The City selected the architecture and planning firm of Design Path Studio to prepare the Permit Ready ADU Plans and this ADU Guidebook. Design Path Studio was tasked with preparing floor plan options for a studio, a one-bedroom, a two-bedroom, and a three- bedroom option, with two floor plans for each option. Each set of floor plans provides two architectural styles with porch variations, and provides a checklist of options designed to make customizing the exterior easy for owners.

Residents can download digital copies of the full sets of plans from the City’s ADU webpage
(link in Appendix). Residents will need to
have a site plan prepared to submit along with their selected plan set and complete ADU application.

CRAFTSMAN STUDIO WITH PORCH + TRELLIS COMPONENTS
SPANISH 2 BED/2BATH WITH TOWER COMPONENT
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20 BATHW/D

FLOOR PLAN - STUDIO
D
B
C

STUDIO AREA
23'-0"
18'-0"
6'-0"
5'-2"
A
415 sq ft CRAFTSMAN / SPANISH

TRELLIS COMPONENT

PORCH COMPONENT
STUDIO - PLAN 1 (415 sf)
Craftsman/Spanish - Base + Components
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21 STUDIO - PLAN 1 (415 sf)
Craftsman - Base + Components
BASE
PORCH + TRELLIS COMPONENTS
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22 STUDIO - PLAN 1 (415 sf)
Spanish - Base + Components
BASE

PORCH COMPONENT
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23 FLOOR PLAN - 1 BEDROOM/ 1 BATH

BATHW/DB
C
D
BEDROOM 1

KITCHEN
40'-0"
A

LIVING ROOM
18'-0"
6'-0"
5'-2"
720 sq ft CRAFTSMAN / SPANISH

TRELLIS COMPONENT

PORCH COMPONENT
1 BED/1 BATH - PLAN 1 (720 sf)
Craftsman/Spanish - Base + Components
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24 1 BED/1 BATH - PLAN 1 (720 sf)
Craftsman - Base + Components
BASE
PORCH + TRELLIS COMPONENT
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25 1 BED/1 BATH - PLAN 1 (720 sf)
Spanish - Base + Components
BASE

PORCH COMPONENT
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26 BATHW/D
FLOOR PLAN - 2 BEDROOM/ 2 BATH
BATH
B
C
D
BEDROOM 1BEDROOM 2

KITCHEN

LIVING ROOM
31'-0"
40'-0"
A
25'-6" 14'-6"
12'-11"
6'-0"
18'-0"
5'-2"
908 sq ft CRAFTSMAN / SPANISH

TRELLIS COMPONENT

PORCH COMPONENT
2 BED/2 BATH - PLAN 1 (900 sf)
Craftsman/Spanish - Base + Components
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27 2 BED/2 BATH - PLAN 1 (900 sf)
Craftsman - Base + Components
BASE
PORCH + TRELLIS COMPONENTS
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28 2 BED/2 BATH - PLAN 1 (900 sf)
Spanish - Base + Components
BASE

PORCH COMPONENT

TOWER COMPONENT
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29 BATHW/D BATH
FLOOR PLAN - 3 BEDROOM/ 2 BATH
C
DB
BEDROOM 1BEDROOM 2BEDROOM 3

KITCHEN

LIVING ROOM
1200 sq ft
31'-3"
45'-9"
44'-0"
14'-6"
26'-0"
6'-0"
A

CRAFTSMAN / SPANISH
18'-0"
5'-2"

TRELLIS COMPONENT

PORCH COMPONENT
3 BED/2 BATH - PLAN 1 (1100 sf)
Craftsman/Spanish - Base + Components
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30 3 BED/2 BATH - PLAN 1 (1100 sf)
Craftsman - Base + Components
BASE
PORCH + TRELLIS COMPONENTS
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31 3 BED/2 BATH - PLAN 1 (1100 sf)
Spanish - Base + Components
BASE

PORCH COMPONENT

TOWER COMPONENT
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32 FLOOR PLAN - STUDIO
W/D

FLOOR PLAN - STUDIO
BATH
PATIO
B
D
A
C

STUDIO AREA
17'-0"
18'-4"
305 sq ft RANCH / TUSCAN

PORCH COMPONENT
STUDIO - PLAN 2 (305 sf)
Ranch/Tuscan - Base + Components
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33 STUDIO - PLAN 2 (305 sf)
Ranch - Base + Components
BASE

PORCH COMPONENT
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34 STUDIO - PLAN 2 (305 sf)
Tuscan - Base + Components
BASE

PORCH COMPONENT
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35 FLOOR PLAN - 1 BEDROOM/ 1 BATH

W/D BATH
BEDROOM 1
B
D
A
C

KITCHEN

LIVING ROOM
17'-0"
34'-10"
PATIO
586 sq ft RANCH / TUSCAN

PORCH COMPONENTS
(SEE IMAGES)
1 BED/1 BATH - PLAN 2 (585 sf)
Ranch/Tuscan - Base + Components
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36 1 BED/1 BATH - PLAN 2 (585 sf)
Ranch - Base + Components
BASE

PORCH COMPONENTS
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37 1 BED/1 BATH - PLAN 2 (585 sf)
Tuscan - Base + Components
BASE
TRELLIS + PORCH COMPONENT
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38 W/D
FLOOR PLAN - 2 BEDROOM/ 1 BATH
BATH
BEDROOM 1
BEDROOM 2
B
D
C
A

KITCHEN

LIVING ROOM
17'-0"
46'-2"
780 sq ft RANCH / TUSCAN

PORCH COMPONENT
2 BED/1 BATH - PLAN 2 (780 sf)
Ranch/Tuscan - Base + Components
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39 2 BED/1 BATH - PLAN 2 (780 sf)
Ranch - Base + Components
BASE

PORCH COMPONENT
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40 2 BED/1 BATH - PLAN 2 (780 sf)
Tuscan - Base + Components
BASE

PORCH COMPONENT
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41 FLOOR PLAN - 3 BEDROOM/ 1 BATH
W/D
BATH
BEDROOM 1
BEDROOM 2
BEDROOM 3
B
D
A
C

KITCHEN

LIVING ROOM
990 sq.ft.
30'-6"
46'-2"

RANCH / TUSCAN
17'-0"

PORCH OR TRELLIS COMPONENT
(SEE IMAGES)
3 BED/1 BATH - PLAN 2 (990 sf)
Ranch/Tuscan - Base + Components
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42 3 BED/1 BATH - PLAN 2 (990 sf)
Ranch - Base + Components
BASE

PORCH COMPONENT
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43 3 BED/1 BATH - PLAN 2 (990 sf)
Tuscan - Base + Components
BASE

TRELLIS COMPONENT
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City Contacts
Planning
(951) 723-3741
email
Building
(951) 723-3779
email
Engineering
(951) 723-3719
email
Fire
(951)246-6215
email
Appendix
City Resources
Menifee Comprehensive Development Code
https://online.encodeplus.com/regs/menifee-ca/index.aspx Menifee Zoning Web Maps
https://cityofmenifee.us/147/City-Maps
Menifee ADU Zoning Standards
https://online.encodeplus.com/regs/menifee-ca/doc-viewer.aspx#secid-1445 Menifee Residential Zones Descriptions and Standards
https://online.encodeplus.com/regs/menifee-ca/doc-viewer.aspx#secid-1320 Menifee Permit Ready ADU Program (application + ADU construction documents) https://www.cityofmenifee.us/751/Permit-ready-ADU-program Menifee Design Guidelines
https://www.cityofmenifee.us/DocumentCenter/View/10273/Design-Guidelines_FINAL-Feb-2020- Adopted-41520
Quail Valley Moratorium
www.cityofenifee.us/663/quail-valley-moratorium
Menifee Permit Portal
https://aca-prod.accela.com/MENIFEE/Default.aspx
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Appendix (cont.)
County and State Resources
Riverside County Planning Department: Map My County
https://gis1.countyofriverside.us/Html5Viewer/?viewer=MMC_Public Riverside County Assessor: Property Search
https://ca-riverside-acr.publicaccessnow.com/Search.aspx California Department of Housing and Community Development (HCD): Second Unit Resources
www.hcd.ca.gov/policy-research/AccessoryDwellingUnits.shtml Division of the State Architect
www.dgs.ca.gov/dsa/Home.aspx
California Building Standards Commission
www.bsc.ca.gov/Home.aspx
California Board for Professional Engineers and Land Surveyors www.bpelsg.ca.gov
California State Fire Marshal: Bulletin 17-001
http://osfm.fire.ca.gov/informationbulletin/pdf/2017/IB_17-001_ Accessory_Dwelling_Units.pdf
Contractors State License Board
www.cslb.ca.gov
California Energy Commission
www.energy.ca.gov
National Resources
American Institute of Architects (AIA)
www.aia.org
Building Industry Association (BIA)
www.biasandiego.org
International Code Council (ICC)
www.iccsafe.org
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CITY OF MENIFEE
SUBJECT: 2025 Menifee Police Department’s Annual Military Equipment Use Report
MEETING DATE: June 3, 2026
TO: Mayor and City Council
PREPARED BY: Paul Barbieri, Lieutenant
REVIEWED BY: Dave Gutierrez, Acting Police Chief
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Affirm the continued use of City of Menifee Municipal Code (MMC) Section 11.05 and Menifee Police Department Policy No. 706, providing approval, acquisition, and reporting requirements of military equipment; and

2.Receive and file the Menifee Police Department’s Annual Military Equipment Use Report for 2025 and determine the report complies with the standards of approval, as required by Assembly Bill 481 (AB481).

DISCUSSION
On September 30, 2021, California Governor Gavin Newsom signed AB481, which became effective January 1, 2022. The bill required law enforcement agencies to adopt a Military Equipment Use Policy. AB481 designates certain law enforcement equipment as “military equipment” and requires oversight from a governing body for their purchase and use. In the City of Menifee, the City Council serves as the governing body responsible for overseeing the Menifee Police Department’s use of such equipment.

Pursuant to AB481, the City Council is required to annually review and affirm the continued use of MMC Section 11.05 and receive an annual military equipment report.

The “military equipment” acquired by the Menifee Police Department (MPD), as defined by AB481, along with the anticipated acquisitions for the 2026 calendar year, are outlined in the attached Military Equipment Use Report. Based on this report, the City Council is asked to determine whether the continued use of each type of military equipment meets the approval criteria outlined in MMC Section 11.05, which include:

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City of Menifee Staff Report
Military Equipment Report
June 3, 2026

3 3
1 6

1. The military equipment is necessary because there is no reasonable alternative that can achieve the same objective of officer and civilian safety.

2. The proposed military equipment use policy will safeguard the public's welfare, safety, civil rights, and civil liberties.

3. If purchasing military equipment, the equipment is reasonably cost effective compared to available alternatives that can achieve the same objective of officer and civilian safety.

4. Prior military equipment use complied with the Military Equipment Use Policy that was in effect at the time, or if prior uses did not comply with the accompanying Military Equipment Use Policy, corrective action has been taken to remedy nonconforming uses and ensure future compliance.

In accordance with AB481, the Policy has been available for public review on the MPD’s website over the past year. The report for 2025 was added to the Department’s website and made accessible to the public on April 1, 2026. Both documents are included as attachments to this staff report.

The report presented for the City Council’s review meets the requirements of AB481 and MMC Section 11.05. It provides a comprehensive overview of the Department’s use, acquisition, costs, internal audits, complaints, and itemized reporting of military equipment over the past year.

Additionally, the Report reinforces the MPD’s ongoing commitment to transparency and accountability with both the community and governing bodies.

STRATEGIC PLAN OBJECTIVE
Safe and Vibrant Community

FISCAL IMPACT
There is no fiscal impact associated with the recommended action.

ATTACHMENTS

1. 2025 Military Equipment Use Report

2. Menifee PD Policy No. 706 – Military Equipment

3. Menifee Municipal Code Chapter 11.50
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AB 481 Military Equipment Use Report - 2025 Page 1 of 30

MENIFEE POLICE DEPARTMENT

Military Equipment Use Report - 2025
Assembly Bill 481

(California Government Code § 7072; Menifee Ordinance No. 2022-339)

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TABLE OF CONTENTS
Definitions 3
Preface 5
Executive Summary 5
Reporting Requirements 6
Summary of Military Equipment __ 9
Unmanned Aircraft Systems (UAS/Drones) 10
Unmanned Remotely Piloted, Powered Ground Vehicles 13
Armored Vehicles 13
Semi-Automatic Rifles 14
Bolt-Action Rifles 16
Diversionary Devices 16
Chemical Agents 17
Projectile Launchers 18
Appendix A - Military Equipment Quantities 21
Appendix B - Military Equipment Fiscal Impacts 24
Appendix C - Allied Agency / Mutual Aid Military Equipment 27 Item Title: 10.7
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AB 481 Military Equipment Use Report - 2025 Page 3 of 30

DEFINITIONS
Per Assembly Bill 481 ( AB 481), the following definitions apply only to the department's current military equipment inventory and potential future military equipment acquisitions for operational needs. (For a more detailed list, refer to Government Code section 7070, for “military equipment” as defined within the Assembly Bill.) “Governing body”: Menifee City Council and mayor.
“Military equipment” or “Specialized equipment”:

1. Unmanned, remotely piloted, powered aerial or ground vehicles. This definition applies to the department’s inventory of Unmanned Aerial Systems (UAS) and robots.

2. Armored personnel carriers. However, police versions of standard consumer vehicles are specifically excluded from this definition. This definition applies to the department’s Lenco Bearcat.

3. Battering rams, slugs, and breaching apparatuses that are explosive in nature.

However, items designed to remove a lock, such as bolt cutters, or a handheld ram designed to be operated by one person, are specifically excluded from this definition.

4. Specialized firearms and ammunition of less than .50 caliber, including assault weapons as defined in Sections 30510 and 30515 of the Penal Code, with the exception of standard issue service weapons and ammunition of less than .50 caliber that are issued to sworn members. This definition applies to the department’s inventory of rifle/pistol-caliber carbines and sniper rifles.

5. “Flashbang” grenades and explosive breaching tools, “tear gas,” and “pepper balls,” excluding standard, service-issued handheld pepper spray. This definition applies to the department’s inventory of flashbangs. Additionally, this definition applies to the department’s inventory of various chemical agents and chemical agent delivery systems maintained by the SWAT Team. These delivery systems are capable of dispersing chemical agents via burning, expulsion, liquid, or fog.

6. The following projectile launch platforms and their associated munitions: 40mm projectile launchers, “bean bag”, rubber bullet, and specialty impact munition (SIM) weapons. This definition applies to all the Department’s inventory of 40 mm projectile launchers, pepper ball launchers and less lethal shotguns.

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AB 481 Military Equipment Use Report - 2025 Page 4 of 30

7. “Military equipment” or “Specialized equipment” does not include general equipment not designated as prohibited or controlled by the Federal Defense Logistics Agency.
“Military equipment use policy” refers to Menifee Police Department Policy 70 6 which requires a publicly released, written document governing the use of military equipment by the department that addresses, at a minimum, all of the following:

1. A description of each type of military equipment/specialized equipment, the quantity sought, its capabilities, expected lifespan, and product descriptions from the manufacturer of the military/specialized equipment.

2. The purposes and authorized uses for which the department proposes to use each type of military/specialized equipment.

3. The fiscal impact of each type of military/specialized equipment, including the initial costs of obtaining the equipment and estimated annual costs of maintaining the equipment.

4. The legal and procedural rules that govern each authorized use.

5. The training, including any course required by the Commission on Peace Officer Standards and Training, that must be completed before any sworn member is allowed to use each specific type of military/specialized equipment to ensure the full protection of the public’s welfare, safety, civil rights, and civil liberties and full adherence to the military/specialized equipment use policy.

6. The mechanisms to ensure compliance with the military/specialized equipment use policy, including which independent persons or entities have oversight authority, and, if applicable, what legally enforceable sanctions are put in place for violations of the policy.

7. The procedures by which members of the public may register complaints or concerns or submit questions about the use of each specific type of military/specialized equipment, and how the department will ensure that each complaint, concern, or question receives a response in a timely manner.

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AB 481 Military Equipment Use Report - 2025 Page 5 of 30

PREFACE
The Menifee Police Department retains and utilizes a wide variety of equipment that falls under the definition of AB 481. This equipment is used to assist the Menifee Police Department in its ultimate mission which is the preservation of life.

The Menifee Police Department recognizes critical incidents are unpredictable and dynamic in nature. The retention of this equipment alone does not warrant its use for every incident. The equipment listed in this report assists with the safe and swift resolution of these incidents.

Policy and procedure dictate when the equipment may be deployed in the field, how it may be used, and which officers are authorized to use it. However, not all situations can be predicted. The need for the incident commander, on- scene supervisor, or officers to deploy and utilize the equipment in a manner not outlined within policy or procedure may be necessary for the preservation of life in a rapidly evolving incident.

Further, incident commanders, supervisors, officers, and specific specialized units can authorize the use of equipment for each specific incident based on the totality of the circumstances.

EXECUTIVE SUMMARY
On September 30, 2021, the Governor of the State of California approved AB 481 requiring law enforcement agencies to obtain approval of the applicable governing body by adoption of a military equipment use policy. The department is required to seek City Council approval of their military equipment use procedure by ordinance at a regular open meeting prior to taking certain actions relating to the funding, acquisition, or use of military equipment, as defined.

The bill allows the governing body to approve the funding, acquisition, or use of military equipment within its jurisdiction only if it determines that the military equipment meets specified standards. The ordinance is subject to an annual City Council review to determine whether, based on an annual military equipment report, the standards outlined in the approving ordinance have been met. The City Council may renew the authorizing ordinance, disapprove authorization for particular military equipment where standards have not been met, or require modifications to the military equipment us e procedure to address any non-compliance with standards.

Finally, the bill requires the publication of the military equipment use procedure and the annual military/specialized equipment report on the department’s website. The military equipment use procedure must be posted on the website at least 30 days prior to the Council meeting.

Military equipment use was recorded by the Menifee Police Department for this report from January 1, 2025, to December 31, 2025, in compliance with the passage of AB 481 and corresponding Menifee City ordinance 2022-339.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 7

Menifee Mayor and City Council
June 3, 2026
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AB 481 Military Equipment Use Report - 2025 Page 6 of 30

REPORTING REQUIREMENTS
Government Code § 7072 states the following:
(a) A law enforcement agency that receives approval for a military equipment use policy according to Section 7071 shall submit to the governing body an annual military equipment report for each type of military equipment approved by the governing body within one year of approval, and annually thereafter for as long as the military equipment is available for use. The law enforcement agency shall also make each annual military/specialized equipment report required by this section publicly available on its internet website for as long as the military equipment is available for use. The annual military equipment report shall, at a minimum, include the following information for the immediately preceding calendar year for each type of military equipment:
(1) A summary of how the military equipment was used and the purpose of its use.
(2) A summary of any complaints or concerns received concerning the military/specialized equipment.
(3) The results of any internal audits, any information about violations of the military/specialized equipment use policy, and any actions taken in response.
(4) The total annual cost for each type of military equipment, including acquisition, personnel, training, transportation, maintenance, storage, upgrade, and other ongoing costs, and from what source funds will be provided for the military equipment in the calendar year following submission of the annual military equipment report.
(5) The quantity possessed for each type of military equipment. (6) If the law enforcement agency intends to acquire additional military equipment in the next year, the quantity sought for each type of military equipment.
(b) Within 30 days of submitting and publicly releasing an annual military equipment report according to this section, the law enforcement agency shall hold at least one well-publicized and conveniently located community engagement meeting, at which the general public may discuss and ask questions regarding the annual military equipment report and the law enforcement agency’s funding, acquisition, or use of military equipment.

In addition to maintaining the highest levels of public safety, the Menifee Police Department is committed to transparency, public trust, community partnerships, and compliance with the law. As such, the department has authored the following 2025 Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 8

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Annual Military Equipment Report in accordance with annual reporting requirements outlined in AB 481 and Government Code 7072:

Summary of Use and Purpose of Use per Government Code § 7072(a)(1):

Certain military equipment described in the included Summary of Military Equipment List was deployed in a variety of incidents and calls for service during this reporting period.

Examples of such incidents include the deployment of the Lenco BEAR -CAT during a call involving a male subject armed with a firearm, actively discharging the firearm in his garage.

The BEAR-CAT was utilized to safely approach the subject, providing a secure position for Patrol Officers to communicate with the individual in crisis. This safe approach for the responding officers , ultimately result ed in the subject surrendering and being taken into custody.

Additionally, department drones are frequently employed during searches for suspects evading capture. The Avata 2 drones, acquired in the 2024 calendar year, have been instrumental in searching buildings and ex teriors while officers are actively pursuing suspects. These drones, equipped with cameras, offer valuable visual intelligence in environments that may be too dangerous for officers to enter due to the risk of attack.

The information they provide helps officers assess the layout of a building and monitor movement in real time. This live feed enables officers to develop more effective entry plans, maximizing the chances of a successful operation while minimizing the risk of injury to both officers and suspects.

The Drone First Responder (DFR) program was launched in December 2025. Since its inception the DFR program is able to respond to calls for service, any time of the day with limited delay. The DFR program is able to provide live video feed and intelligence to responding patrol officers, safely and efficiently. Since being introduced the DFR has had 102 flights, and during the reporting period of January 1, 2025 to December 31, 2025. The departments’ Mavic and Matrice drones, which are available to personnel in the field were deployed 97 times on various calls for service.

Summary of Complaints per Government Code § 7072(a)(2):

The department received no complaints regarding the use of military equipment during this reporting period.

Summary of Internal Audits or Policy Violations per Government Code § 7072(a)(3):

No policy violations were noted related to military/specialized equipment deployment internally or by citizen complaint.

Summary of Annual Cost of Military Equipment per Government Code § 7072(a)(4):

Refer to Appendix B
Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 9

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Quantity Possessed per Government Code § 7072(a)(5):

Refer to Appendix A
Equipment Acquisition per Government Code § 7072(a)(6):
2025 Equipment and Procurement Summary:

During the 2025 calendar year, the Menifee Police Department purchased one Skydio X10 drone to be incorporated into the Drone as First Responder (DFR) program. This drone offers a flight time of approximately 4 0 minutes per battery and is capable of rapidly responding to emergency situations, providing real-time aerial data to first responders prior to their arrival on scene. The Skydio X10 is equipped to capture both images and videos, assess the situation, and relay crucial information such as hazards, traffic conditions, or the presence of victims. This capability allows emergency person nel to make more informed decisions, improves response times, and enhances the overall safety of department operations.

Throughout 2025, the department undertook the replenishment of its stock of smoke and diversionary devices, replacing units that had either expired or were expended during training and operational activities. During the same year, SWAT operators deployed diversionary dev ices in the execution of a high- risk narcotics search warrant. Officers positioned at the rear of the residence strategically utilized multiple devices to create a diversion for the occupants, while operators at the front initiated a breach and made entry.

This coordinated use of diversionary devices enabled the team to enter the residence and swiftly detain the occupants before they could regain composure. The tactic proved highly effective in ensuring the safety of both officers and occupants, minimizing the need for force while overcoming any resistance encountered.

Future Procurement Requests:

The department plans to procure four additional Defense Technology 40mm LMTS single launchers, priced at approximately $1,400 per unit, and four additional PepperBall Tac-SA launchers, priced at approximately $1,000 per unit. This acquisition will help ensure the availability and use of these tools by all patrol officers during their shifts.

The department plans to procure 2 Sig Sauer Rattler .300 Blackout caliber, short barreled, suppressed r ifles. The Sig Sauer Rattler platform has a more compact maneuverability, specifically in close quarters , vehicle borne operations, hallways and stairwells. It has particularly effective ballistic characteristics with an effective standoff distance to approximately 150 yards, while remaining effective at close ranges. The subsonic and suppressed variant increases the survivability of an operators hearing in close quarter environments should it be deployed. Furthermore , there is less over penetration risk of a .300 BLK versus the standard .223 or 5.56 cartridge. The estimated cost of these rifles is approximately $3,436 per unit.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 10

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The department was recently approved by the Menifee City Council to enter into a lease agreement with The Naval Surface Warfare Crane Division to lease Night Vision binoculars for the Menifee Police Department SWAT team. The intent of the lease agreement is for six units of PVS-15 style, dual tube night vision systems. The intent of this optic loan program is to enhance the nighttime mission effectiveness of the Menifee SWAT team in a variety of missions to include high risk warrant service, barricaded subjects, fugitive apprehension, hostage rescues and search and rescue operations. The ability to better operate in low light environments seeks to enhance public safety and further the commitment to serving the city of Menifee. The cost per unit is $300 per year to cover the equipment, repair and replacements.

The department further seeks to expand the patrol drone program by purchasing two additional DJI Matrice 4T drones to enhance the response of the existing program and serve various other areas of the city of Menifee. Included in this expansion, is the desire to purchase additional Avata 2 interior drones to be readily available and deployable by Patrol Officers. The use of these drones has proven to enhance officer safety by allowing for a preliminary search of a location, prior to officers physically entering.

SUMMARY OF MILITARY EQUIPMENT
The inventory of military equipment, particularly consumable material (ammunition, diversionary devices, less lethal impact munitions, etc.) fluctuates regularly. This is based on a variety of factors including, but not limited to, operational usage, operational deterioration, training, maintenance, and expiration and replenishment guidelines. The Menifee Police Department is committed to transparency in disclosing its military equipment inventory and related information to our community and elected officials in compliance with the law. The department strives to provide the most accurate military equipment inventory and information at the time of this report’s publication.

The following are the various types, descriptions, and guidelines for usage of military equipment currently deployed by the Menifee Police Department: (*NOTE: The manufacturer descriptions contained within are referenced via publicly accessible website source citations. The website source citations utilized in this report are for military equipment descriptive purposes only and are not an endorsement by the Menifee Police Department of a particular product or vendor.)

1. Unmanned Aircraft Systems (UAS/Drones)- CA Gov’t Code §7070(c)(1) Quantity Owned/Sought: DJI Mavic 2 Enterprise, 4 owned.

Lifespan: Approximately 5 years
Purpose/Capabilities/Description:
o Search and locate reported missing children or at-risk adults. o Search and rescue operations to locate lost or injured hikers.

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o A law enforcement specific application involving Aerial drones are used for open terrain or large field searches as a force- multiplier to assist in high -risk apprehensions of armed or violent suspects. Aerial drones can be used as an interior search tool t o locate suspects barricaded inside a residence or commercial structure.
o Unmanned robotics have numerous applications and are used instead of personnel in high-risk environments to increase safety for law enforcement. o Gain visual/audio data and remotely clear buildings and structure.

Fiscal Impacts: The initial costs of equipment, licensing, software and training were approximately $40,000. Ongoing cost associated with remotely piloted aircraft/ground vehicles and maintenance is estimated to be approximately $5,000 per year.

Legal/Procedural Rules Governing Use: Any use of a UAS will be in strict accordance with constitutional and privacy rights and Federal Aviation Administration (FAA) regulations. The use of the UAS potentially involves privacy considerations. Absent a warrant or exigent circumstances, operator s and observers shall adhere to FAA altitude regulations and shall not intentionally record or transmit images of any location where a person would have a reasonable expectation of privacy (e.g., residence, yard, enclosure). Operators and observers shall take reasonable precautions to avoid inadvertently recording or transmitting images of areas where there is a reasonable expectation of privacy. Reasonable precautions can include, for example, deactivating or turning im aging devices away from such areas or persons during UAS operations.

Training Required: Prior to piloting any UAS/Drone staff members must secure an FAA Remote Pilot License and complete all training required by our FAA COA.

2. Unmanned Aircraft Systems (UAS/Drones)- CA Gov’t Code §7070(c)(1)

Quantity Owned/Sought: DJI Matrice 30T, 1 owned

Lifespan: Approximately 5 years

Purpose/Capabilities/Description:
o Proactively respond to service calls prior to the arrival of officers, in order to collect relevant intelligence pertaining to the incident. o Search and locate reported missing children or at-risk adults o Search and rescue operations to locate lost or injured hikers o A law enforcement specific application involving Aerial drones are used for open terrain or large field searches as a force- multiplier to assist in high -risk apprehensions of armed or violent suspects.
o Unmanned robotics have numerous applications and are used instead of personnel in high-risk environments to increase safety for law enforcement o Gain visual/audio data and remotely clear exterior areas of buildings and structures.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 12

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AB 481 Military Equipment Use Report - 2025 Page 11 of 30

Fiscal Impacts: The initial costs of equipment, licensing, software and training was approximately $16,100. Ongoing cost associated with remotely piloted aircraft/ground vehicles and maintenance is estimated to be approximately $1,000 per year.

Legal/Procedural Rules Governing Use: Any use of a UAS will be in strict accordance with constitutional and privacy rights and Federal Aviation Administration (FAA) regulations. The use of the UAS potentially involves privacy considerations. Absent a warrant or exigent circumstances, operator s and observers shall adhere to FAA altitude regulations and shall not intentionally record or transmit images of any location where a person would have a reasonable expectation of privacy (e.g., residence, yard, enclosure). Operators and observers shall take reasonable precautions to avoid inadvertently recording or transmitting images of areas where there is a reasonable expectation of privacy. Reasonable precautions can include, for example, deactivating or turning im aging devices away from such areas or persons during UAS operations.

Training Required: Prior to piloting any UAS/Drone staff members must secure an FAA Remote Pilot License and complete all training required by our FAA COA.

3. Unmanned Aircraft Systems (UAS/Drones)- CA Gov’t Code §7070(c)(1)

Quantity Owned/Sought: DJI Avata 2, 2 owned

Lifespan: Approximately 5 years

Purpose/Capabilities/Description:
o Search and locate reported missing children or at-risk adults o Search and rescue operations to locate lost or injured hikers o A law enforcement specific application involving Aerial drones are used for open terrain or large field searches as a force- multiplier to assist in high -risk apprehensions of armed or violent suspects. Aerial drones can be used as an interior search tool t o locate suspects barricaded inside a residence or commercial structure.
o Unmanned robotics have numerous applications and are used instead of personnel in high-risk environments to increase safety for law enforcement o Gain visual/audio data and remotely clear interior areas of buildings and structures

Fiscal Impacts: The initial costs of equipment, licensing, software and training was approximately $3,300. Ongoing cost associated with remotely piloted aircraft/ground vehicles and maintenance is estimated to be approximately $200 per year.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 13

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Legal/Procedural Rules Governing Use: Any use of a UAS will be in strict accordance with constitutional and privacy rights and Federal Aviation Administration (FAA) regulations. The use of the UAS potentially involves privacy considerations. Absent a warrant or exigent circumstances, operator s and observers shall adhere to FAA altitude regulations and shall not intentionally record or transmit images of any location where a person would have a reasonable expectation of privacy (e.g., residence, yard, enclosure). Operators and observers shall take reasonable precautions to avoid inadvertently recording or transmitting images of areas where there is a reasonable expectation of privacy. Reasonable precautions can include, for example, deactivating or turning im aging devices away from such areas or persons during UAS operations.

Training Required: Prior to piloting any UAS/Drone staff members must secure an FAA Remote Pilot License and complete all training required by our FAA COA.

4. Unmanned Aircraft Systems (UAS/Drones)- CA Gov’t Code §7070(c)(1)

Quantity Owned/Sought: Skydio X10, 1 owned

Lifespan: Approximately 5 years

Purpose/Capabilities/Description:
o Proactively respond to service calls prior to the arrival of officers, in order to collect relevant intelligence pertaining to the incident. o Search and locate reported missing children or at-risk adults o Search and rescue operations to locate lost or injured hikers o A law enforcement specific application involving Aerial drones are used for open terrain or large field searches as a force- multiplier to assist in high -risk apprehensions of armed or violent suspects.
o Unmanned robotics have numerous applications and are used instead of personnel in high-risk environments to increase safety for law enforcement o Gain visual/audio data and remotely clear exterior areas of buildings and structures.

Fiscal Impacts: The initial costs of equipment, licensing, software and training was approximately $235,330. Ongoing cost associated with remotely piloted aircraft/ground vehicles and maintenance is estimated to be $27,940 approximately per year.

Legal/Procedural Rules Governing Use: Any use of a UAS will be in strict accordance with constitutional and privacy rights and Federal Aviation Administration (FAA) regulations. The use of the UAS potentially involves privacy considerations. Absent a warrant or exigent circumstances, operator s and observers shall adhere to FAA altitude regulations and shall not intentionally record or transmit images of any location where a person would have a reasonable Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 14

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AB 481 Military Equipment Use Report - 2025 Page 13 of 30

expectation of privacy (e.g., residence, yard, enclosure). Operators and observers shall take reasonable precautions to avoid inadvertently recording or transmitting images of areas where there is a reasonable expectation of privacy. Reasonable precautions can include, for example, deactivating or turning imaging devices away from such areas or persons during UAS operations.

Training Required: Prior to piloting any UAS/Drone staff members must secure an FAA Remote Pilot License and complete all training required by our FAA COA.

5. Unmanned, remotely piloted, powered ground vehicles- CA Gov’t Code §7070(c)(5) Quantity Owned/Sought: 510 Packbot-Fastac, 1 owned.

Lifespan: Approximately 15 years

Purpose/Capabilities/Description:
o Deliver Crisis Negotiation Phone, open doors, disrupt packages. o Vehicles are capable of being remotely navigated to provide scene information and intelligence in the form of video and still images transmitted to first responders.
o Gain visual/audio data and remotely clear buildings and structure. o Unmanned robotics have numerous applications and are used instead of personnel in high-risk environments to increase safety for law enforcement.

Fiscal Impacts: None. Equipment obtained free of cost via the 10- 33 federal program. Ongoing cost associated with the operation of remotely piloted, powered ground vehicles and maintenance is estimated to be approximately $200 per year.

Legal/Procedural Rules Governing Use:

The use of unmanned, remotely
piloted, powered ground vehicles potentially involves privacy considerations.

Absent a warrant or exigent circumstances, operators and observers shall adhere to all applicable privacy laws and shall not intentionally record or transmit images of any location where a person would have a reasonable expectation of privacy (e.g., residence, yard, enclosure).

Training Required: The Southwest Cities SWAT Team provides internal training for staff members prior to allowing them to pilot these vehicles.

6. Armored vehicles with breaching or entry apparatus attachable - CA Gov’t Code §7070(c)(2)
Quantity Owned/Sought: LENCO BEAR-CAT, 1 owned.

Custom Metal Concepts Gas/ breaching Ram, 1 owned

Lifespan: Approximately 25 years

Purpose/Capabilities/Description:

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 15

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o LENCO Ballistic Engineered Armored Response Counter-Attack Truck (BEAR- CAT). The BEAR-CAT, or rescue vehicles, are primarily used during high-risk tactical enforcement operations, officer rescues, and vehicle borne interventions. Additional deployments are used during criminal unrest and riots.

Rescue vehicles provide ballistic safety during containment and apprehension of armed violent suspects.
o Rescue vehicle for on- campus active shooter incidents to rescue injured victims.
o 4X4 capability to transport or evacuate victims in floods , fires, or other natural disasters.
o Rescue vehicles provide numerous safety capabilities for law enforcement, victim rescues, and overall community safety.
o BEAR-CAT vehicles have attachable metal booms that can be used for breaching structures, fences, or ramming objects during high-risk incidents, to include active shooter incidents on school grounds or buildings.

Fiscal Impacts: Bearcat Initial cost $2 38,000. Annual maintenance cost approximately $2,000.

Custom Metal Concepts gas ram initial cost $5,772.20. Annual maintenance cost $25.

Legal/Procedural Rules Governing Use: Use shall be in accordance with California State law regarding the operation of motor vehicles.

Training Required: The Southwest Cities SWAT Team provides internal training for staff members prior to allowing them to operate these vehicles. The officers are trained in vehicle operation, equipment use, and driving.

7. Semiautomatic Rifles and Ammunition - CA Gov’t Code §7070(c)(9) - defined under PC 30510 & PC 30515 & PC 33215
Quantity Owned/Sought: Daniel Defense DDM4 V7, 10 owned.

Lifespan: Approximately 15 years with lifetime warranty.

Purpose/Capabilities/Description:

o The Daniel Defense Short Barrel Rifle - DDM4 V7 is a semiautomatic rifle can fire a 5.56mm projectile bullet.
o Inventory includes AR -15 style rifles that function at semi -automatic and full - auto capability.
o Inventory includes AR -15 attachment as SOCOM556- RC2 Suppressor (10 owned).
o Accuracy and precision at short and mid-range distance to address a threat, if present and feasible.
o Currently used by most law enforcement agencies - Special Weapons and Tactics teams across the nation.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 16

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o SWAT Officers may deploy the patrol rifle in any circumstance where the officer can articulate a reasonable expectation that the rifle may be needed.

Fiscal Impacts: The initial cost of DDM4 V7 / AR-15 style rifles are approximately $2,475.00 each. The ongoing costs for ammunition will vary and maintenance is conducted by departmental staff.

Legal/Procedural Rules Governing Use: All applicable State, Federal and Local laws governing police use of force. Various Menifee Police Department Policies on Use of Force and Firearms.

Training Required: Officers must successfully complete a CA POST certified 24- hour patrol rifle course as well as regular department SWAT training/academy, firearms training, and qualifications as required by law and policy.

8. Semiautomatic Rifles and Ammunition - CA Gov’t Code §7070(c)(9) - defined under PC 30510 & PC 30515
Quantity Owned/Sought: FN America FN-15 SRP G2, 94 owned.

Lifespan: Approximately 15 years

Purpose/Capabilities/Description:
o The FN America FN -15 SRP G2 semiautomatic rifle can fire a 5.56mm projectile bullet.
o Inventory includes M16 style rifles that function at semi-automatic capability. o Increased accuracy and precision at long-range distance to address a threat, if present and feasible.
o Currently used by many law enforcement agencies across the nation. o Officers may deploy the patrol rifle in any circumstance where the officer can articulate a reasonable expectation that the rifle may be needed.

Fiscal Impacts: The initial cost of th e FN America FN -15 SRP G2 rifle is approximately $930 each. The ongoing costs for ammunition will vary and maintenance is conducted by department staff.

Legal/Procedural Rules Governing Use: All applicable State, Federal and Local laws governing police use of force. Various Menifee Police Department Policies on Use of Force and Firearms.

Training Required: Officers must successfully complete a CA POST certified 16- hour patrol rifle course as well as regular department firearms training and qualifications as required by law and policy.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 17

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9. Bolt Action Rifles - CA Gov’t Code §707 0(c)(9) - defined under PC 30510 & PC 30515& PC 33215
Quantity Owned/Sought: Remington Model 700, 1 owned.

Lifespan: Approximately 10 years, but it will depend on usage.

Purpose/Capabilities/Description:
o The Remington Model 700 is a bolt -action rifle which fires a .308cal projectile bullet.
o Inventory includes accompanying gear – Leupold magnified optic (1 owned). o Accuracy and precision at mid to long- range distance to address a threat, if present and feasible.
o Currently used by many law enforcement agencies - Special Weapons and Tactics teams across the nation.
o Specifically trained SWAT Officers may deploy the bolt -action rifle in any circumstance where the officer can articulate a reasonable expectation that a precision rifle may be needed.

Fiscal Impacts: The initial cost of the Remington Model 700 rifle is approximately $628.00. The ongoing costs for ammunition will vary and maintenance is conducted by departmental staff.

Legal/Procedural Rules Governing Use: All applicable State, Federal and Local laws governing police use of force. Various Menifee Police Department Policies on Use of Force and Firearms.

Training Required: Officers must successfully complete a long-distance precision rifle course , as well as regular department SWAT training/academy, firearms training, and qualifications as required by law and policy.

10. Diversionary Devices - CA Gov’t Code §7070(c)(12)
Quantity Owned/Sought: DEFTECH Low Roll, 27 owned
CTS 40mm Aerial Burst LSDD- 24 owned

Lifespan: 5 years

Purpose/Capabilities/Description:
o Light Sound Diversionary Device (LSDD - “Flashbangs”) are used to minimize risk to all parties through the temporary distraction or disorientation of armed and violent suspects that pose significant danger to law enforcement personnel and community.
o The effects of the LSDD reduce a suspect’s reactionary capabilities and allow for momentary disorientation which creates a tactical advantage. LSDD is a hand delivered device and generally deployed on the exterior of structures. o Provides a humane fright to aggressive dogs that pose a threat to law enforcement personnel.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 18

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o A diversionary device is ideal for distracting dangerous suspects during assaults, hostage rescue, room entry or other high-risk arrest situations.

Fiscal Impact: Initial cost per item $68.00. No annual maintenance cost.

Legal/Procedural Rules Governing Use: Menifee Police Department Policy is to utilize diversionary devices only for official law enforcement purposes and pursuant to State and Federal law regarding use of force.

Training Required: The Southwest Cities SWAT Team provides internal training by POST certified instructors for staff members prior to allowing them to use any of these items.

11. Chemical Agents and Smoke canisters - CA Gov’t Code §7070(c)(12) Quantity Owned/Sought:

DEFTECH OC & Smoke Canisters owned:339
CTS OC & Smoke Canisters owned: 70

Lifespan: 5 years

Purpose/Capabilities/Description:
o To limit the escalation of conflict where employment of lethal force is prohibited or undesirable.
o Chemical agents are deployed through various means to include hand delivery and weapon launchable, such as pepper ball. Munitions are 40mm caliber, shotgun ferret rounds or canister shotgun launched ordinance. Hand delivered chemical agents are placed in metal burn boxes to reduce fire hazards. o May be used for dangerous and/or combative subjects, riot/crowd control and civil unrest incidents, circumstances where a tactical advantage may be gained, potentially vic ious animals, training exercises or approved demonstrations, circumstances where a tactical advantage can be obtained.

Fiscal Impact: Initial cost per item $50. No annual maintenance cost.

Legal/Procedural Rules Governing Use: Menifee Police Department policy is to utilize chemical agents only for official law enforcement purposes and pursuant to State and Federal law regarding use of force.

Training Required: Southwest Cities SWAT team less than lethal and chemical agent instructors, provide internal POST certified training for staff members prior to allowing them to utilize chemical agent canisters.

Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 19

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12. 40mm Less Than Lethal Launchers and Kinetic Energy Munition - CA Gov’t Code §7070(c)(10)
Quantity Owned/Sought:

Defense Technology 40mm LMTS single launcher, 7 owned.

Def Tech 40MM LMT Folding Stock Single Launcher, 2 owned.

Lifespan: Approximately 15 years

Purpose/Capabilities/Description:
o The 40mm less than l ethal Launchers and Kinetic Energy Munitions are intended for use as a less than lethal use of force option. o Less than lethal 40mm launchers and rubber projectile munitions are configured for high and low energy impact. Munitions have the additional benefit as a barrier round for breaking vehicle and residential glass so that chemical munitions can be deployed.
o 40mm less than lethal launchers have been effective in disarming violent suspects, armed suspects, and subjects who are suicidal with minimal injury and risk to the person, law enforcement or the public.
o 40mm less than lethal launchers are light weight, versatile and used worldwide by police and corrections officers.
o The 40MM launcher family of products is available in single- shot, spring- advance multi, and pump-advance multi-versions.

Fiscal Impacts: The initial cost of each 40mm launcher was $1,200. The ongoing costs for munitions will vary and maintenance is conducted by departmental staff.

Legal/Procedural Rules Governing Use: Menifee Police Department policy is to utilize less than lethal launchers and kinetic energy munitions only for official law enforcement purposes and pursuant to State and Federal law regarding use of force.

Training Required: Officers must complete a POST certified 40mm course, as well as regular training and qualifications as required by law and policy. Various Menifee Police Department policies on Use of Force and Crowd Control.

13. Less Than Lethal bean bag launchers (shotguns) - CA Gov’t Code §7070(c)(10) Quantity Owned/Sought: 12-gauge Remington 870 shotguns, 15 owned.

Lifespan: 25 years

Purpose/Capabilities/Description:
o To limit the escalation of conflict where employment of lethal force is prohibited or undesirable.
o Less than lethal bean bags are deployed through a marked, orange colored easily identifiable less than lethal shotgun. The bean bag is a small led pellet filled munition made of high-density cloth. The bean bag is the predecessor to Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 20

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the 40mm less than lethal launcher, having similar benefits as other less than lethal platforms.

Authorized Use: Situations for use of the less than lethal weapon systems may include, but are not limited to: Self-destructive, dangerous and/or combative individuals, riot/crowd control and civil unrest incidents, circumstances where a tactical advantage can be obtained, potentially vicious animals.

Fiscal Impact: The initial cost of each 12-gauge Remington 870 shotgun is approximately $435.00. Annual maintenance is approximately $50 for each shotgun.

Legal/Procedural Rules Governing Use: Menifee Police Department personnel utilize the less lethal shotgun only for official law enforcement purposes, and pursuant to State and Federal law, including those regarding the use of force.

Training Required: All officers are trained in the 12 gauge less than lethal shotgun, as a less than lethal option, by POST certified in -service and police academy training.

14. PepperBall Launchers and Munitions- CA Gov’t Code §7070(c)(12)

Quantity Owned/Sought: PepperBall TAC-SA Black Semi-Auto 721-01-0005, 6 owned
Lifespan: Launchers 5-10 years.

Live and inert projectiles 5 years.

Purpose/Capabilities/Description:

To provide officers with a less than lethal option to deliver a chemical agent and kinetic impact to subjects for a legitimate law enforcement purpose, to affect an arrest, prevent escape or overcome resistance as defined by law and department policy. It is a de-escalation tool to avoid further injuries or lethal options to a subject. i. PepperBall Tac -SA Launcher . The launcher is powered with a high- pressure air bottle and the rounds are gravity fed through a hopper. ii. PepperBall Live Projectiles. The PepperBall projectile contains 2% -5% PAVA pepper powder, and is designed for direct impact and area saturation, especially in confined, interior spaces. Discharged from a PepperBall Launcher, the projectile has a velocity of 280 -350 FPS. The projectile has a direct impact of 60ft and an area of saturation of 150+ft. iii. PepperBall Inert Projectiles. The Inert PepperBall projectile contains a harmless scented powder and is designed for direct impact and for training with a PepperBall Launcher, the projectile has a velocity of 280- 350 FPS.

The projectile has a direct impact of 60ft.

Item Title: 10.7
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Authorized Use: Situations for use of the less than lethal weapon systems may include, but are not limited to: Self-destructive, dangerous and/or combative individuals, riot/crowd control and civil unrest incidents (as described by law), circumstances where a tactical advantage can be obtained, and potentially vicious animals.

Fiscal Impact: The initial cost of each PepperBall Tac-SA Launcher w/air tank is approximately $1000. Annual maintenance is approximately $50 for each launcher. PepperBall Live Projectiles cost $700/ per 375 rounds. Pepperball Inert Projectiles cost $250/ per 375 rounds.

Legal/Procedural Rules Governing Use: Menifee Police Department personnel utilize the less than lethal PepperBall system only for official law enforcement purposes, and pursuant to State and Federal law, including those regarding the use of force
Training Required: The use of these devices is limited to those who have attended a certified training course on their proper use.

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APPENDIX A
Military Equipment Quantities

Unmanned Aerial Systems

Equipment Quantity
DJI Mavic 2 Enterprise 4
DJI Matrice 30T 1
DJI Avata 2 2
Skydio X10 1

Unmanned Power Ground Systems

Equipment Quantity
510 Packbot Fastac 1
Armored Vehicles

Equipment Quantity
Lenco BearCat 1
Custom Metal Concepts Gas Ram- Lenco Attached 1

Rifles

Equipment Quantity
Daniel Defense DDM4 V7 10
FN America FN-15 SRP G2, 94 owned 94

Bolt Action Rifles

Equipment Quantity
Remington Model 700 1

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Projectile Launchers

Equipment Quantity
Def Tech 40MM LMT Tactical Single Launcher 7
Def Tech 40MM LMT Folding Stock Single Launcher 2
Remington Model 870 Less than Lethal Shotgun 15
Pepper Ball "TAC-SA-PRO" launcher 6

Diversionary Devices

Equipment Quantity
CTS Aerial burst 40mm Distraction Device 24
Defense Technology Low Roll Distraction Device 27

Chemical Agents

Equipment Quantity
Defense Technology 1082 Riot Control Continuous
Discharge Grenade CS
28 Defense Technology 1026 Triple-Chaser CS Canister 23 Defense Technology 1032 Flameless Tri-Chamber CS
Grenade 8
Defense Technology 1030 Flameless Tri-Chamber OC
Grenade 12
Defense Technology 6282 Ferret 40MM Spede -Heat CS
round 17
Defense Technology 2292 Ferret 40MM Powder Barricade
Penetrator Round, CS 24
Defense Technology 6320-A 40MM Powder Direct Impact
Round, OC 130
Defense Technology 6320-A 40MM Powder Direct Impact
Round, CS 45
Defense Technology 2262 Ferret 40MM Liquid Barricade
Penetrator Round, CS 8
Defense Technology 1016 Canister Pocket Tactical Grenade CS 22
Defense Technology 1073 Smoke HC Grenade 8
Defense Technology 56854 OC Aerosol Grenade Fogger 9
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Defense Technology 56795 OC Stream OC Aerosol 5
CTS 5230 CS Canister Grenade 23
CTS 5230B CS Baffled Canister Grenade 47
PepperBall Projectile Inert/Live-X 375/1125
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APPENDIX B
Military Equipment Fiscal Impact and Estimated Projected Costs

Unmanned Aerial Systems

Equipment Initial Cost Approx Annual
Maintenance Cost
Skydio X10 DFR drone $235,330 $27,940
DJI Mavic 2 Enterprise $40,000 $5,000
DJI Matrice 30T $16,100 $1,000
DJI Avata 2 $3,300 $200

Unmanned Power Ground Systems

Equipment Initial Cost Approx Annual
Maintenance Cost
510 Packbot-Fastac $0
Free Via
Federal
Program
$200
Armored Vehicles

Equipment Initial Cost Approx Annual
Maintenance Cost
Lenco Bearcat $238,000 $2,000
Custom Metal Concepts Gas Ram- Lenco
Attached
$5772.20 $25

Rifles

Equipment Initial Cost Approx Annual
Maintenance Cost
Daniel Defense DDM4 V7 $24,750 $1,000
FN America FN-15 SRP G2 $87,420 $1,000
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Bolt-Action Rifles

Equipment Initial Cost Approx Annual
Maintenance Cost
Remington Model 700 $680.00 $50

Projectile Launchers

Equipment Initial Cost Approx Annual
Maintenance Cost
Def Tech 40MM LMT Tactical Single Launcher $8,400 $0
Remington Model 870 Less than Lethal Shotgun $6,525 $0
Pepper Ball "TAC-SA-PRO" launcher $6283 $300

Diversionary Devices

Equipment Initial Cost Approx Annual
Maintenance Cost
Defense Technology Low Roll Distraction
Device $2,040 $0

Chemical Agents

Equipment Initial Cost Approx Annual
Maintenance Cost
Defense Technology 1082 Riot Control
Continuous Discharge Grenade CS $1,800 $0
Defense Technology 1026 Triple -Chaser CS
Canister $1,150 $0
Defense Technology 1032 Flameless Tri-
Chamber CS Grenade $950 $0
Defense Technology 1030 Flameless Tri-
Chamber OC Grenade $1,050 $0
Defense Technology 6282 Ferret 40MM Spede -
Heat CS round $200 $0
Defense Technology 2292 Ferret 40MM Powder
Barricade Penetrator Round, CS $300 $0
Defense Technology 6320-A 40MM Powder
Direct Impact Round, OC $6,500 $0
Defense Technology 2262 Ferret 40MM Liquid
Barricade Penetrator Round, CS $1,000 $0
Defense Technology 1016 Canister Pocket
Tactical Grenade CS $1,000 $0
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Defense Technology 1073 Smoke HC Grenade
$450 $0
Defense Technology 56854 OC Aerosol Grenade
Fogger $450 $0
Defense Technology 56795 OC Stream OC
Aerosol $150 $0
CTS 5230 CS Canister Grenade
$1,200 $0
CTS 5230B CS Baffled Canister Grenade
$1,200 $0
PepperBall Inert Projectile
$452 $0
PepperBall Live-X Projectile
$1,268 $0

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APPENDIX C
Specialized equipment inventory known to be owned and/or utilized by law enforcement agencies with which the Menifee Police Department collaborates with and/or may require assistance from in a mutual -aid situation for law enforcement services.

1. Mine Resistant Ambush Protected Vehicle (MRAP) - CA Gov’t Code §7071(c)(2) Purpose/Capabilities/Description: The MRAP is a large ballistic armored rescue vehicle deployed during search warrant services and primarily in open desert areas requiring extreme off -road capability. The MRAP is also used for large parcel outdoor illegal marijuana grow enforcement. Operat ion requires a Class “B” driver’s license. Capable of transporting personnel and equipment while providing them with armored protection from gunfire.

Fiscal Impacts: None. Equipment owned, maintained, and operated by another agency.

Legal/Procedural Rules Governing Use: The MRAP can be deployed any time tactical operators determine that there is a need to move personnel and/or resources into areas in which they have reason to expect potential armed resistance requiring its protection.

Training Required: None, Equipment owned, maintained, and operated by another agency.

2. Armored Vehicles with breaching or entry apparatus or water cannon- CA Gov’t Code §7071(c)(2)
Purpose/Capabilities/Description:
o LENCO Ballistic Engineered Armored Response Counter -Attack Trucks (BEARCATS). The BEARCAT’s are primarily used during high- risk tactical enforcement operations, officer rescues, and vehicle borne interventions.

Additional deployments are used during criminal unrest and riots. Rescue vehicles provide ballistic safety during containment and apprehension of armed violent suspects.
o Rescue vehicle for on- campus active shooter incidents to rescue injured victims.
o 4X4 capability to transport or evacuate victims in a natural disaster. o BOMB-CAT bullet resistant rescue vehicle provisioned with a front mounted Water Cannon. BOMB -CAT use is for tactical operations and explosive ordinance mitigation and fire suppression.
o Rescue vehicles provide numerous safety capabilities for law enforcement, victim rescues, and overall community safety.

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o TAC-CAT vehicle - A tracked bullet resistant caterpillar tractor driven and deployed during high-risk and tactical operations, with various hydraulic boom attachments including claw, chemical agent dispersal box and ram extension.

Fiscal Impacts: None. Equipment owned, maintained, and operated by another agency.

Legal/Procedural Rules Governing Use: Use shall be in accordance with California State law regarding the operation of motor vehicles.

Training Required: None, Equipment owned, maintained, and operated by another agency.

3. Long Range Acoustic Device (LRAD) - CA Gov’t Code §7071(c)(13) Purpose/Capabilities/Description: LRAD is an acoustic hailing device used for emitting amplified public announcements during search warrant services, barricaded suspects, or tactical operations. The loud audible technology ensures broadcasted announcements are loud and clear while offering advantages over less amplified patrol car PA systems. The larger LRAD 1000 system is portable and can be used for criminal unrest and rioting to provide clear dispersal orders for unlawful assembly. LRAD can also be used for any public announcements or safety advisements during natural disasters or evacuations.

Fiscal Impacts: None. Equipment owned, maintained, and operated by another agency.

Legal/Procedural Rules Governing Use: LRADs can only be deployed in accordance with all applicable State, Federal and Local laws governing police use of force, crowd control, etc.

Training Required: None, Equipment owned, maintained, and operated by another agency.

4. Explosive breaching tools - CA Gov’t Code §7071(c)(12) Purpose/Capabilities/Description: Explosive breaching tools are used to breach fortified structures to establish a point of entry. Explosive charges are fashioned to produce little to no fragmentation at the time of detonation. Explosive breaching effectively reduces the time spent overcom ing a fortified door or structure. The reduction in time mitigating a hardened structure increasing officer safety and the element of surprise. Blast injuries are reduced by using low yield explosives that mechanically overcome door frames and locking mechanisms. Explosive breaching mandates extensive schooling and certification processes.

Fiscal Impacts: None. Equipment owned, maintained, and operated by another Item Title: 10.7
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agency.

Legal/Procedural Rules Governing Use: Diversionary devices and explosive breaching tools are only for official law enforcement purposes and pursuant to State and Federal law regarding use of force.

Training Required: None, Equipment owned, maintained, and operated by another agency.

5. Non-handheld battering rams, slugs and breaching equipment apparatuses that are explosive in nature - CA Gov’t Code §7071(c)(7)
Purpose/Capabilities/Description: Explosive breaching tools are used to breach fortified structures to establish a point of entry. Explosive charges are fashioned to produce little to no fragmentation at the time of detonation. Explosive breaching effectively reduces the time spent overcom ing a fortified door or structure. The reduction in time mitigating a hardened structure increasing officer safety and the element of surprise. Blast injuries are reduced by using low yield explosives that mechanically overcome door frames and locking mechanisms. Explosive breaching mandates extensive schooling and certification processes

Fiscal Impacts: None. Equipment owned, maintained, and operated by another agency.

Legal/Procedural Rules Governing Use: Diversionary devices and explosive breaching tools are only for official law enforcement purposes and pursuant to State and Federal law regarding use of force.

Training Required: None, Equipment owned, maintained, and operated by another agency.

6. Command and Control Vehicles used to facilitate the operational control and direction of public safety units – CA Gov’t Code §7071(c)(4) Purpose/Capabilities/Description: Command vehicles are built in various platforms to include ½ ton pickup chassis, vans, trailers, and RV style configurations. Vehicles are built to better assist in command and control during law enforcement operations, natural disasters, and public safety issues. Vehicles are designed with additional communication abilities, computers, white boards, lightening, generators, and mission essential supplies.

Fiscal Impact: None. Equipment owned, maintained, and operated by another agency.

Legal/Procedural Rules Governing Use: Use shall be in accordance with Item Title: 10.7
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California State law regarding the operation of motor vehicles.

Training Required: Members of the Southwest Cities SWAT and CNT teams conduct routine training in the operation and use of shared command and control vehicles, which are owned by the Murrieta and Hemet police departments.

Item Title: 10.7
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Menifee Police Department Policy Manual
Law Enforcement Policy
Published with permission by Menifee Police Department
Copyright Lexipol, LLC 2026/04/01, All Rights Reserved. 706
Policy
Military Equipment
706.1 PURPOSE AND SCOPE
The purpose of this policy is to provide guidelines for the approval, acquisition, and reporting requirements of military equipment (Government Code § 7070; Government Code § 7071; Government Code § 7072). 706.1.1 DEFINITIONS
Definitions related to this policy include (Government Code § 7070):

Governing body – The elected or appointed body that oversees the Department.

Military equipment – Includes but is not limited to the following:
• Unmanned, remotely piloted, powered aerial or ground vehicles. • Mine-resistant ambush-protected (MRAP) vehicles or armored personnel carriers. • High mobility multipurpose wheeled vehicles (HMMWV), two-and-one-half-ton trucks, five-ton trucks, or wheeled vehicles that have a breaching or entry apparatus attached. • Tracked armored vehicles that provide ballistic protection to their occupants. • Command and control vehicles that are either built or modified to facilitate the operational control and direction of public safety units.
• Weaponized aircraft, vessels, or vehicles of any kind. • Battering rams, slugs, and breaching apparatuses that are explosive in nature. This does not include a handheld, one-person ram.
• Firearms and ammunition of .50 caliber or greater, excluding standard-issue shotguns and_ standard-issue shotgun ammunition.
• Specialized firearms and ammunition of less than .50 caliber, including firearms and accessories_ identified as assault weapons in Penal Code § 30510 and Penal Code § 30515, with the exception of standard-issue firearms.
• Any firearm or firearm accessory that is designed to launch explosive projectiles. • Noise-flash diversionary devices and explosive breaching tools. • Munitions containing tear gas or OC, excluding standard, service-issued handheld pepper spray. • Area denial electroshock devices, microwave weapons, water cannons, long-range acoustic devices (LRADs), acoustic hailing devices, and sound cannons. • Kinetic energy weapons and munitions.
• Any other equipment as determined by a governing body or a state agency to require additional oversight.

Military Equipment - 1
Item Title: 10.7
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Menifee Police Department Policy Manual
Law Enforcement Policy
Published with permission by Menifee Police Department
Copyright Lexipol, LLC 2026/04/01, All Rights Reserved.

Military Equipment
a.
b.
c.
d.
e.

1. 2.
f.
g.
706.2 POLICY
It is the policy of the Menifee Police Department that members of this department comply with the provisions of Government Code § 7071 with respect to military equipment. 706.3 MILITARY EQUIPMENT COORDINATOR
The Investigations Division Captain or his designee  will act as the military equipment coordinator. The responsibilities of the military equipment coordinator include but are not limited to:

Acting as liaison to the governing body for matters related to the requirements of this policy.

Identifying department equipment that qualifies as military equipment in the current possession of the Department, or the equipment the Department intends to acquire that requires approval by the governing body.

Conducting an inventory of all military equipment at annually.

Collaborating with any allied agency that may use military equipment within the jurisdiction of Menifee Police Department (Government Code § 7071).

Preparing for, scheduling, and coordinating the annual community engagement meeting to include:

Publicizing the details of the meeting.

Preparing for public questions regarding the department's funding, acquisition, and use of equipment.

Preparing the annual military equipment report for submission to the Chief of Police and ensuring that the report is made available on the department website (Government Code § 7072).

Establishing the procedure for a person to register a complaint or concern, or how that person may submit a question about the use of a type of military equipment, and how the Department will respond in a timely manner.
706.4 MILITARY EQUIPMENT INVENTORY
The following constitutes a list of qualifying equipment for the Department:

AB481 Military Equipment List.pdf
706.5 APPROVAL
The Chief of Police or the authorized designee shall obtain approval from the governing body by way of an ordinance adopting the military equipment policy. As part of the approval process, the Chief of Police or the authorized designee shall ensure the proposed military equipment policy is submitted to the governing body and is available on the department website at least 30 days prior to any public hearing concerning the military equipment at issue (Government Code § 7071). The military equipment policy must be approved by the governing body prior to engaging in any of the prohibitions outlined in Government Code § 7071:
706.6 COORDINATION WITH OTHER JURISDICTIONS
Military Equipment - 2
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Menifee Police Department Policy Manual
Law Enforcement Policy
Published with permission by Menifee Police Department
Copyright Lexipol, LLC 2026/04/01, All Rights Reserved.

Military Equipment
The Menifee Police Department provides law enforcement services to the City of Menifee as well as providing mutual aid county wide.

Through the Association Riverside County Chiefs of Police and Sheriff's (ARCCOPS) mutual aid agreement, all cities within Riverside County have agreed to accept the use of each law enforcement agencies Military Equipment policy related to any enforcement action throughout Riverside County.

The Menifee Police Department also works in conjunction with the Murrieta and Hemet Police Departments to provide Special Weapons and Tactics services (S.W.A.T.) to the city of Menifee.  This is done under the guidance of an approved and consolidated Memorandum of Understanding between the three cities.
706.7 USE IN EXIGENT CIRCUMSTANCES
In exigent circumstances and with the approval of the Chief of Police or his/her designee, the Police Department may acquire, borrow and/or use Military Equipment, from a neighboring law enforcement entity, that is not included in the Military Equipment Use Policy.

If the Police Department acquires, borrows, and/or uses Military Equipment in exigent circumstances, in accordance with this section, it must take all of the following actions:
706.8 ANNUAL REPORT
Upon approval of a military equipment policy, the Chief of Police or the authorized designee should submit a military equipment report to the governing body for each type of military equipment approved within one year of approval, and annually thereafter for as long as the military equipment is available for use (Government Code § 7072).

The Chief of Police or the authorized designee should also make each annual military equipment report publicly available on the department website for as long as the military equipment is available for use. The report shall include all information required by Government Code § 7072 for the preceding calendar year for each type of military equipment in department inventory. 706.9 COMMUNITY ENGAGEMENT
• Provide written notice of that acquisition or use to the City Council within 30 days following the commencement of such Exigent Circumstance, unless such information is confidential or privileged under local, state or federal law.
• If it is anticipated that the use will continue beyond the Exigent Circumstance, submit a proposed amended Military Equipment Use Policy to the City Council within 90 days following the borrowing, acquisition and/or use, and receive approval, as applicable, from the City Council. • Include the Military Equipment in the Police Department's next annual Military Equipment Report.

Military Equipment - 3
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Menifee Police Department Policy Manual
Law Enforcement Policy
Published with permission by Menifee Police Department
Copyright Lexipol, LLC 2026/04/01, All Rights Reserved.

Military Equipment
Within 30 days of submitting and publicly releasing the annual report, the Department shall hold at least one well-publicized and conveniently located community engagement meeting, at which the Department should discuss the report and respond to public questions regarding the funding, acquisition, or use of military equipment.

Military Equipment - 4
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CHAPTER 11.50: REGULATIONS OF CITY'S ACQUISITION AND USE OF MILITARY

EQUIPMENT
Section

11.50.010 Title

11.50.020 Definitions

11.50.030 Acquisition and use of military equipment

11.50.040 Annual reports on the use of military equipment

11.50.050 Enforcement

11.50.060 Transparency

11.50.070 Severability
§ 11.50.010
TITLE.

Regulations on City's Acquisition and Use of Military Equipment. (Ord. 2022-339, passed 5-4-2022)
§ 11.50.020
DEFINITIONS.

As used in this chapter, the following words shall have the meanings set out here.

ANNUAL MILITARY EQUIPMENT USE REPORT.

A written document that shall contain, at a minimum, the following information for the immediately preceding calendar year for each type of military equipment:
(1) A summary of how the military equipment was used and the purpose of its use. (2) A summary of any complaints or concerns received concerning the military equipment. (3) The results of any internal audits, any information about violations of the military equipment use policy, and any actions taken in response.
(4) The total annual cost for each type of military equipment, including acquisition, personnel, training, transportation, maintenance, storage, upgrade, and other ongoing costs, and from what source funds will be provided for the military equipment in the calendar year following submission of the Annual Military Equipment Report. (5) The quantity possessed for each type of military equipment. (6) lf the Police Department intends to acquire additional military equipment in the next year, the quantity sought for each type of military equipment.

CITY.

Any department, agency, bureau, and/or subordinate division of the City of Menifee as provided by Title 1, Chapter

1.01 of the Menifee Municipal Code.

CITY STAFF.

City personnel authorized by the City Administrator or designee to seek City Council approval of the acquisition of military equipment in conformance with this chapter.

MILITARY EQUIPMENT.
(1) Unmanned, remotely piloted, powered aerial or ground vehicles. (2) Mine-resistant ambush-protected (MRAP) vehicles or armored personnel carriers. However, police versions of standard consumer vehicles are specifically excluded from this division. (3) High mobility multipurpose wheeled vehicles (HMMWV), commonly referred to as Humvees, two and one-half-ton trucks, five-ton trucks, or wheeled vehicles that have a breaching or entry apparatus attached. However, unarmored all- terrain vehicles (ATVs) and motorized dirt bikes are specifically excluded from this division. (4) Tracked armored vehicles that provide ballistic protection to their occupants and utilize a tracked system instead of wheels for forward motion.
(5) Command and control vehicles that are either built or modified to facilitate the operational control and direction of public safety units.
(6) Weaponized aircraft, vessels, or vehicles of any kind. (7) Battering rams, slugs, and breaching apparatuses that are explosive in nature. However, items designed to remove a lock, such as bolt cutters, or a handheld ram designed to be operated by one person, are specifically excluded from this subdivision.
(8) Firearms of .50 caliber or greater. However, standard issue shotguns are specifically excluded from this division.

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(9) Ammunition of .50 caliber or greater. However, standard issue shotgun ammunition is specifically excluded from this division.
(10) Specialized firearms and ammunition of less than .50 caliber, including assault weapons as defined in Cal. Penal Code §§ 30510 and 30515, with the exception of standard issue service weapons and ammunition of less than .50 caliber that are issued to officers, agents, or employees of a law enforcement agency or a state agency. (11) Any firearm or firearm accessory that is designed to launch explosive projectiles. (12) "Flashbang" grenades and explosive breaching tools, "tear gas," and "pepper balls," excluding standard, service- issued handheld pepper spray.
(13) Taser Shockwave, microwave weapons, water cannons, and the Long Range Acoustic Device (LRAD). (14) The following projectile launch platforms and their associated munitions: 40mm projectile launchers, "bean bag," rubber bullet, and specialty impact munition (SIM) weapons. (15) Any other equipment as determined by City Council or a state agency to require additional oversight.

MILITARY EQUIPMENT USE POLICY.

A publicly released, written document governing the use of military equipment by the Police Department that addresses, at a minimum, all of the following:
(1) A description of each type of military equipment, the quantity sought, its capabilities, expected lifespan, and product descriptions from the manufacturer of the military equipment. (2) The purposes and authorized uses for which the Police Department proposes to use each type of military equipment.
(3) The fiscal impact of each type of military equipment, including the initial costs of obtaining the equipment and estimated annual costs of maintaining the equipment.
(4) The legal and procedural rules that govern each authorized use. (5) The training, including any course required by the Commission on Peace Officer Standards and Training, that must be completed before any officer or employee of the Police Department is allowed to use each specific type of military equipment to ensure the full protection of the public's welfare, safety, civil rights, and civil liberties and full adherence to the Military Equipment Use Policy.
(6) The mechanisms to ensure compliance with the Military Equipment Use Policy, including which independent persons or entities have oversight authority, and, if applicable, what legally enforceable sanctions are put in place for violations of the policy.
(7) The procedures by which members of the public may register complaints or concerns or submit questions about the use of each specific type of military equipment, and how the law enforcement agency will ensure that each complaint, concern, or question receives a response in a timely manner. (Ord. 2022-339, passed 5-4-2022)
§ 11.50.030
ACQUISITION AND USE OF MILITARY EQUIPMENT.

City Council submission and approval.
(A) The Police Department shall obtain approval of the City Council, by an ordinance adopting a Military Equipment Use Policy at a regular meeting of the City Council held pursuant to the Bagley-Keene Open Meeting Act (Article 9 (commencing with § 11120) of Chapter 1 of Part 1 of Division 3 of Title 2) or the Ralph M. Brown Act (Chapter 9 (commencing with § 54950) of Part 1 of Division 2 of Title 5), as applicable, prior to engaging in any of the following:
(1) Requesting military equipment made available pursuant to § 2576a of Title 10 of the United States Code. (2) Seeking funds for military equipment, including, but not limited to, applying for a grant, soliciting or accepting private, local, state, or federal funds, in-kind donations, or other donations or transfers. (3) Acquiring military equipment either permanently or temporarily, including by borrowing or leasing. (4) Collaborating with another law enforcement agency in the deployment or other use of military equipment within the territorial jurisdiction of the City Council.
(5) Using any new or existing military equipment for a purpose, in a manner, or by a person not previously approved by the City Council pursuant to this chapter.
(6) Soliciting or responding to a proposal for, or entering into an agreement with, any other person or entity to seek funds for, apply to receive, acquire, use, or collaborate in the use of, military equipment. (7) Acquiring military equipment through any means not provided by this division. (B)
Submission to City Council.
(1) When seeking the review and approval of the City Council, the Police Department shall submit to the City Council a Item Title: 10.7
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Military Equipment Use Policy.
(2) In order to facilitate public participation, a Military Equipment Use Policy shall be made publicly available on the department's website at least 30 days prior to any public hearing concerning the military equipment at issue. (3) The City Council shall consider a proposed Military Equipment Use Policy as an agenda item for an open session of a regular meeting and provide for public comment in accordance with the Bagley-Keene Open Meeting Act (Article 9 (commencing with § 11120) of Chapter 1 of Part 1 of Division 3 of Title 2) or the Ralph M. Brown Act (Chapter 9 (commencing with § 54950) of Part 1 of Division 2 of Title 5), as applicable. (4) (a) The City Council shall only approve a Military Equipment Use Policy pursuant to this chapter if it determines all of the following:

1. The military equipment is necessary because there is no reasonable alternative that can achieve the same objective of officer and civilian safety.

2. The proposed military equipment use policy will safeguard the public's welfare, safety, civil rights, and civil liberties.

3. If purchasing the military equipment, the equipment is reasonably cost effective compared to available alternatives that can achieve the same objective of officer and civilian safety.

4. Prior military equipment use complied with the Military Equipment Use Policy that was in effect at the time, or if prior uses did not comply with the accompanying Military Equipment Use Policy, corrective action has been taken to remedy nonconforming uses and ensure future compliance.
(b) In order to facilitate public participation, any proposed or final Military Equipment Use Policy shall be made publicly available on the police department's website for as long as the military equipment is available for use. (c) (1) The City Council shall review any ordinance that it has adopted pursuant to this section approving the funding, acquisition, or use of military equipment at least annually and, subject to division (B), vote on whether to renew the ordinance at a regular meeting held pursuant to the Bagley- Keene Open Meeting Act (Article 9 (commencing with § 11120) of Chapter 1 of Part 1 of Division 3 of Title 2) or the Ralph M. Brown Act (Chapter 9 (commencing with § 54950) of Part 1 of Division 2 of Title 5), as applicable. (c) (2) The City Council shall determine, based on the Military Equipment Use Policy, whether each type of military equipment identified in that report has complied with the standards for approval set forth in division (B)(4)(a). If the City Council determines that a type of military equipment identified in that Military Equipment Use Policy has not complied with the standards for approval set forth in division (B)(4)(a), the City Council shall either deny the authorization for that type of military equipment or require modifications to the Military Equipment Use Policy in a manner that will resolve the lack of compliance.
(Ord. 2022-339, passed 5-4-2022)
§ 11.50.040
ANNUAL REPORTS ON THE USE OF MILITARY EQUIPMENT.
(A)
Annual Military Equipment Use Report.
(1) The Police Department shall submit an Annual Military Equipment Use Report to the City Council no later than March 15 of each year, unless the City Council advises the Police Department that an alternate date is preferred. The Police Department shall make each annual report required by this section publicly available on its website for as long as the military equipment is available for use. Within 60 days of the Police Department's submission and publication of an Annual Military Equipment Use Report, the City Council shall place the report as an agenda item for an open session of a regular meeting. (2) Within 30 days of submitting and publicly releasing an Annual Military Equipment Use Report pursuant to this section, the Police Department shall hold at least one well-publicized and conveniently located community engagement meeting, at which the general public may discuss and ask questions regarding the Annual Military Equipment Use Report and the Police Department's funding, acquisition, or use of military equipment. (B)
Compliance & revocation of approval.
(1) The City Council shall determine, based on the Annual Military Equipment Use Report, whether the use of each type of military equipment identified in that report continues to meet the criteria for approval set forth in §

11.50.030(B)(4)(a).
(2) If the City Council determines that the use of any military equipment identified in the report no longer meets the criteria for approval set forth in §

11.50.030(B)(4)(a), the City Council approval may be revoked or modified. (Ord. 2022-339, passed 5-4-2022)
§ 11.50.050
ENFORCEMENT.

Remedies for violations of this chapter.
(A) This chapter does not provide a private right of action upon any person or entity to seek injunctive relief against the city or any employee unless that person or entity has first provided written notice to the City Manager by serving the City Item Title: 10.7
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Clerk, regarding the specified alleged violations of this chapter. If a specific alleged violation is not remedied within 90 days of that written notice, a person or entity may seek injunctive relief in a court of competent jurisdiction. If the alleged violation is substantiated and subsequently cured, a notice shall be posted in a conspicuous manner on the city's website that describes, to the extent permissible by law, the corrective measures taken to address the violation. (B) Violations of this chapter by a city employee may result in consequences that may include retraining, suspension, or termination, subject to due process requirements.
(Ord. 2022-339, passed 5-4-2022)
§ 11.50.060
TRANSPARENCY.

Disclosure requirements:
(A) It shall be unlawful for the city to enter into any military equipment-related contract or other agreement that conflicts with the provisions of this chapter, and any conflicting provisions in such future contracts or agreements, including but not limited to non-disclosure agreements, shall be deemed void and legally unenforceable. (B) To the extent permitted by law, the city shall publicly disclose all of its military equipment-related contracts, including any and all related non-disclosure agreements, if any, regardless of any contract terms to the contrary. (Ord. 2022-339, passed 5-4-2022)
§ 11.50.070
SEVERABILITY.

If any section, subsection, sentence, clause, phrase, or word of this chapter, or any application thereof to any person or circumstance, is held to be invalid or unconstitutional by a decision of a court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of applications of this chapter. The Council of the City of Menifee hereby declares that it would have passed this chapter and each and every section, subsection, sentence, clause, phrase, and word not declared invalid or unconstitutional without regard to whether any portion of this chapter or application thereof would be subsequently declared invalid or unconstitutional.
(Ord. 2022-339, passed 5-4-2022)
Item Title: 10.7
2025 Menifee Police Department’s Annual Military Equipment Use Report Item Page Number: 40

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CITY OF MENIFEE
SUBJECT: Fiscal Year 2026/2027 Senate Bill 1 List of Projects MEETING DATE: June 3, 2026
TO: Mayor and City Council
PREPARED BY: Ainsley McGee, Interim Management Analyst
REVIEWED BY: Nick Fidler, Public Works Director
APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Adopt a resolution approving the Fiscal Year 2026/2027 list of projects funded by the Road Repair and Accountability Act of 2017 under Senate Bill 1; and

2. Authorize the Public Works Director, or designee, to submit the required list of projects and accompanying resolution to the California Transportation Commission (CTC).

DISCUSSION
Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017), was passed by the Legislature and signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide. SB 1 is funded through increases in certain fuel excise taxes, sales taxes, and vehicle registration fees and is then deposited into the Road Maintenance and Rehabilitation Act (RMRA) account. A percentage of RMRA funds are continuously apportioned to eligible cities and counties by the State Controller pursuant to paragraph (2) of subdivision (h) of Section 2032 of the Streets and Highway Code (SHC) for basic road maintenance, rehabilitation, and critical safety projects on local streets and roads.

SHC Section 2034(a)(1) requires that prior to receiving an apportionment of RMRA funds in a fiscal year, the City must adopt a list of all projects proposed to be supported by the RMRA. This list must be adopted via resolution by City Council at a regular public meeting and must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of improvement.

If the City fails to submit the required list of projects and resolutions, funds that were allocated to the City would be redistributed to other agencies. For Fiscal Year (FY) 2026/2027, the City is estimated to receive approximately $3,235,597 in RMRA funds. These funds are proposed to be Item Title: 10.8
Fiscal Year 2026/2027 Senate Bill 1 List of Projects
Item Page Number: 1

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City of Menifee Staff Report
FY2026/27 SB1 Project List
June 3,2026

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used to support the following list of proposed projects included in the City’s FY 2026/2027 Capital Improvement Program (CIP) and Pavement Management Program (PMP) budgets:

1.FY 2026/2027 Local Road AC Resurfacing Program – This project proposes to perform a header grinds and resurface an existing secondary roadway using the Asphalt Rubber Aggregate Membrane (ARAM) method, capped with a thin layer of asphalt hot mix.

Additionally, the project proposes to upgrade existing curb ramps to current standards and re-stripe the roadway. The project work location is planned for Bradley Road from Potomac Drive to Cherry Hills Boulevard. Construction is estimated to begin in February 2027 and be completed by June 2027. This project would have a useful life of 15 years for rehabilitated roads and 20 years for reconstructed roadways. (CIP 27-02).

2.FY 2026/2027 Slurry Seal Resurfacing Program – This project proposes to resurface existing roadways in good condition via cape seal application to prolong their useful life.

The project work would be performed within two residential communities; the first is located north of Holland Road and east of Bradley Road and would include the following streets:
•Southbrook Court
•Alta Mira Street
•Rancho Serena Street
•Mirage Circle
•Sonora Street
•Falcon Ridge Circle
•Stonecreek Court
•Country View Court
•Summerwood Circle
•Rhapsody Court
•Canberra Street
•Adobe Ridge Circle
•Tierra Linda Court
The second residential community is located south of Holland Road between Menifee Road and Bell Mountain Road and includes the following streets:
•Shadow Mountain Trail
•Evening Passage Drive
•Golden Dawn Drive
•Aurora Hill Place
•Glencoe Lane
Construction is estimated to begin in April 2027 and be completed by June 2027. This project would have a useful life of five to seven years. (PMP 27-01).

Item Title: 10.8
Fiscal Year 2026/2027 Senate Bill 1 List of Projects
Item Page Number: 2

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City of Menifee Staff Report
FY2026/27 SB1 Project List
June 3,2026

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STRATEGIC PLAN OBJECTIVE
Connectivity and Mobility

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. The City would receive funding through RMRA for the completion of the proposed projects in the estimated amount of $3,235,597.

A portion of the estimated revenues and expenditures were previously included in the approved FY 2025/2026 and FY 2026/2027 CIP budgets. An additional appropriation of SB1 funding in the amount of $264,000 for CIP27-02 has been requested via the proposed FY 2026/2027 Mid-Cycle CIP Budget item also being presented for City Council consideration at this June 3, 2026, City Council meeting.

ATTACHMENTS

1. Project Location Maps

2. Resolution
Item Title: 10.8
Fiscal Year 2026/2027 Senate Bill 1 List of Projects
Item Page Number: 3

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Item Title: 10.8
Fiscal Year 2026/2027 Senate Bill 1 List of Projects
Item Page Number: 4

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Item Title: 10.8
Fiscal Year 2026/2027 Senate Bill 1 List of Projects
Item Page Number: 5

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1 RESOLUTION NO. 26-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA, ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2026/2027 FUNDED BY SENTATE BILL 1: THE ROAD REAPIR AND ACCOUNTABILITY ACT OF 2017 WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide; and WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of the City of Menifee (the “City”) are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and WHEREAS, the City must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and WHEREAS, the City, will receive an estimated $3,235,597 in RMRA funding in Fiscal Year (FY) 2026/2027 from SB 1; and
WHEREAS, this is the tenth year in which the City is receiving SB 1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, repairing and replacing aging bridges, and increasing access and mobility options for the traveling public that would not have otherwise been possible without SB 1; and
WHEREAS, the City has undergone a public process through one public Capital Improvement Program workshop where pavement management projects were discussed to ensure public input into our community’s project list; and
WHEREAS, the City used a Pavement Management System to develop the SB 1 project list to ensure revenues are being used on the most high-priority and cost-effective projects that also meet the communities priorities for transportation investment; and WHEREAS, the funding from SB 1 will help the City maintain and rehabilitate arterial and residential road segments and support the FY 2026/2027 Citywide Pavement Management Program by resurfacing existing deteriorated roads throughout the City; and WHEREAS, the 2023 California Statewide Local Streets and Roads Needs Assessment found that the City’s streets and roads are in an “good” condition, and this revenue would assist in maintaining the overall quality of the City’s road system over the next decade; and WHEREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials and practices, will have significant positive co-benefits statewide.

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

Item Title: 10.8
Fiscal Year 2026/2027 Senate Bill 1 List of Projects
Item Page Number: 6

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2026/2027 SB1 Projects
2 5
2 4
4 7
Section 1.The foregoing recitals are true and correct.

Section 2.The following list of newly proposed projects will be funded in-part or solely with FY 2026/2027 RMRA revenues:
(A). FY 2026/2027 Local Road AC Resurfacing Program– This project proposes to perform a header grind and resurface existing residential streets using the Asphalt Rubber Aggregate Membrane (ARAM) method, capped with a thin layer of asphalt hot mix.

Additionally, the project proposes to upgrade existing curb ramps to current standards and re-stripe the roadway. The FY2026/2027 project work location is planned for Bradley Road from Potomac Drive to Cherry Hills Boulevard. Construction is estimated to begin in February 2027 and be completed by June 2027. This project would have a useful life of 15 years for rehabilitated roads and 20 years for reconstructed roadways. (B). FY 2026/2027 Slurry Seal Resurfacing Program – This project proposes to resurface existing roadways in good condition via cape seal application to prolong their useful life. The project work will be performed within two residential communities; the first is located north of Holland Road and east of Bradley Road and the second residential community is located south of Holland Road between Menifee Road and Bell Mountain Road. Construction is estimated to begin in April 2027 and be completed by June 2027.

This project would have a useful life of five to seven years.

PASSED, APPROVED AND ADOPTED by the City Council of the City, State of California this 3rd day of June 2026.
___________________________
Ricky Estrada, Mayor
Attest:
___________________________
Stephanie Roseen, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney
Item Title: 10.8
Fiscal Year 2026/2027 Senate Bill 1 List of Projects
Item Page Number: 7

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CITY OF MENIFEE
SUBJECT: Land and Water Conservation Fund Grant
MEETING DATE: June 3, 2026
TO: Mayor and City Council
PREPARED BY: Kori Jones, Senior Management Analyst
REVIEWED BY: Mariana Mitchell, Community Services Director APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Accept the Land and Water Conservation Fund Grant in the amount of $750,000 for the Quail Valley Nature Park; and

2. Adopt two budget amendment resolutions amending the Fiscal Year 2025/2026 budget, appropriating $750,000 of grant funds in revenue and for the transfer out of the Grant Fund 2301 and the transfer in and expenditures within the Capital Projects Fund 4320 to the Project account; and

3. Authorize the City Manager or designee to execute all other necessary grant-related documents thereof to receive and execute the Land and Water Conservation Fund Grant.

DISCUSSION
The Quail Valley Nature Park is set to be the first City-maintained public park in the Quail Valley Community. This nature themed park spans 10.45 acres and would include interpretive play trails, multipurpose field, outdoor fitness area, gathering space, parking lot, fountain with bottle refill station, and a myriad of walking trails with lighted bollards. In May 2025, ownership of the property was transferred to the City by the Canyon Heights Homeowners Association to be owned and maintained by the City as a public park. The development of Quail Valley Nature Park is a vital step in meeting key objectives outlined in the City's Parks Master Plan and General Plan. The park enhances Menifee’s ability to reach national park access standards by providing at least five acres of parkland per 1,000 residents and ensuring all residents have access to a public park within five miles.

Funds for development of a park in Quail Valley were approved as part of the Fiscal Year (FY) 2024/2025 Capital Improvement Program (CIP24-16). On October 7, 2024, the Community Services Department received notification that its grant application under the Outdoor Recreation Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 1

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City of Menifee Staff Report
Land and Water Conservation Fund Grant Acceptance
June 3, 2026

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Legacy Program (ORLP)/Land and Water Conservation Fund (LWCF) was selected for award in the amount of $750,000 with required City match of $750,000, for a total project budget of $1.5 million. This federal pass-through grant is funded by the National Parks Service and administered through the State of California Parks and Recreation Department (California State Parks).

The total budget required to complete design and construction of the nature park is estimated at $3.5 million based on the current engineer’s estimate. The local match funds of $750,000 were allocated within the CIP24-16 from Development Impact Fees (DIF) and Quimby (Local Park) Development Fees. Funding for this project has been outlined in Table 1 below and includes a FY2026/27 Mid-Cycle CIP budget request of $2 million of available Quimby (Local Park) funds to complete the project based on current construction estimate.

TABLE 1 - QUAIL VALLEY NATURE PARK FUNDING
Funding Source Amount
LWCF Grant $750,000
CIP24-16 Local Match (previously allocated) $750,000
DIF 17 Trails $6,800
DIF Citywide Parks $41,735
Quimby Local Park $701,465
Mid-Cycle CIP Budget Request from Quimby Local Park Fund $2,000,000* Total $3,500,000
*Pending approval of the Mid-Cycle Budget request
While working toward the completion of various federal pre-award grant requirements as well as completion of environmental review of the property, the City has received the grant award contract from California State Parks for Council approval. Once completed, the Park would be dedicated in perpetuity as a public park.

The Quail Valley Nature Park Project is currently in the final stages of design following a successful community outreach campaign in October 2025 where staff and design consultant obtained extensive community feedback regarding the unique features and design of the park.

Construction of the park is expected to begin Fall 2026 with the tentative completion of Spring 2027. Community outreach results, current park design, and project status can be found at www.cityofmenifee.us/projects under the Quail Valley Park project page. A copy of the current park design has been attached to this report.

STRATEGIC PLAN OBJECTIVE
Community Engagement and Social Infrastructure

FISCAL IMPACT
The acceptance of the grant would result in a fiscal impact of $750,000 in revenue from the LCWF within the Grant Fund (2301-17055-410000) and a transfer out of the Grant Fund to the CIP Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 2

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City of Menifee Staff Report
Land and Water Conservation Fund Grant Acceptance
June 3, 2026

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Project Fund where the expenditure budget would be appropriated (4320-CIPC-906-17055- 690050) into the Project account required for design and construction of the Quail Valley Nature Park (CIP 24-16) , as summarized in Table 2 below. Matching funds are available in the FY 2025/2026 Capital Improvement Program Budget.

TABLE 2 – PROPOSED PROJECT BUDGET
Fund Account
Number Account Appropriation of
Revenue
Appropriation of
Expenditures
Grant Fund Grant Revenue 441000 $750,000
Grant Fund Transfer Out 904320 $750,000
Capital Projects Transfer In 802301 $750,000
Capital Projects Expenditure –
CIP Budget 690050 $750,000

ATTACHMENTS

1. LWCF Grant Contract

2. Grant Summary Report

3. Budget Amendment Resolution – Fund 2301

4. Budget Amendment Resolution – Fund 4320

5. Quail Valley Nature Park Design
Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 3

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State of California - Natural Resources Agency
Department of Parks and Recreation

GRANT CONTRACT
Land and Water Conservation Fund
Competitive
PROJECT NO.

GRANTEE

PROJECT TITLE PROJECT NUMBER
PROJECT DESCRIPTION:

Construct the new 10.45 acre Quail Valley Park in the City of Menifee. Construct a new nature-themed shaded play area, nature- themed play trail with seating and interpretive signage, fitness area, nature trail with lighting, gathering place, picnic shelter, an d parking lot.

Renovate multipurpose field. With landscaping and fencing throughout the park.

Total State Grant not to exceed
Grantee
TThe General and Special Provisions attached are made a part of and incorporated into the Contract.

By
Title
Date
Signature of Authorized Representative
By
Date

STATE OF CALIFORNIA

DEPARTMENT OF PARKS AND RECREATION

CERTIFICATION OF FUNDING
(For State Use Only)

AMOUNT ENCUMBERED BY THIS DOCUMENT

CONTRACT NO
FUND.

PRIOR AMOUNT ENCUMBERED FOR THIS

CONTRACT
FISCAL SUPPLIER I.D.

TOTAL AMOUNT ENCUMBERED TO DATE
$

ITEM CHAPTER STATUTE FISCAL YEAR
Reporting Structured. Account/Alt Account. PROJECT / WORK PHASE City of Menifee
QUAIL VALLEY NATURE PARK 06-01913
2025/26
C8970005 06-01913
3790-101-0890 04
City of Menifee
$750,000.00
Federal Trust Fund
37900091 5432000-5432000000
$750,000.00
0000013302
(or 50% of the total project, whichever is less.)
The GRANTEE agrees to the terms and conditions of this contract, hereinafter referred to as AGREEMENT, and the State of California, acting through its Liaison Officer pursuant to the program named above, and agrees to fund the total State grant am ount indicated below. The GRANTEE agrees to complete the GRANT SCOPE as defined in the GRANT SCOPE/Cost Estimate Form of the APPLICATION filed with the State of California referenced by the project number indicated above. 379009101200
Typed or printed name of Authorized Representative
25 AMENDMENT NO
$750,000.00
Address

ACTIVITY CODE
69114
Rate of Reimbursement 50.00%
August 13, 2025 thru August 12, 2030GRANT PERFORMANCE PERIOD is from Item Title: 10.9
Land and Water Conservation Fund Grant
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1 State of California — The Resources Agency

DEPARTMENT OF PARKS AND RECREATION
Land and Water Conservation Fund
Grant Contract Provisions

Part I - Definitions
A. The term “NPS” as used herein means the National Park Service, United States Department of the Interior.

B. The term “Director” as used herein means the Director of the National Park Service, or any representative lawfully delegated the authority to act for such Director.

C. The term “Secretary” as used herein means the Secretary of the Interior, or any representative lawfully delegated the authority to act for such Secretary.

D. The term “State” as used herein means the State, Territory, or District of Columbia that is a party to the project agreement, and, where applicable, the political subdivision or public agency to which funds are to be subawarded pursuant to this agreement.

Wherever a term, condition, obligation, or requirement refers to the State, such term, condition, obligation, or requirement shall also apply to the recipient political subdivision or public agency, except where it is clear from the nature of the term, condition, obligation, or requirement that it is to apply solely to the State. For purposes of these provisions, the terms “State,” “grantee,” and “recipient” are deemed synonymous.

E. The term “Land and Water Conservation Fund” or “LWCF” as used herein means the Financial Assistance to States section of the LWCF Act (Public Law 88-578, 78 Stat 897, codified at 54 U.S.C. § 2003), which is administered by the NPS.

F. The term “Manual” as used herein means the Land and Water Conservation Fund State Assistance Program Manual, whichever Volume is active at the start date of this award.

G. The term “project” as used herein means a Land and Water Conservation Fund grant which is subject to the grant agreement and/or its subsequent amendments.

Part II - Continuing Assurances
The parties to the grant agreement specifically recognize that accepting LWCF assistance for the project creates an obligation to maintain the property described in the agreement and supporting application documentation consistent with the LWCF Act and the following requirements.

Further, it is the acknowledged intent of the parties hereto that recipients of LWCF assistance will use monies granted hereunder for the purposes of this program, and that assistance granted from the LWCF will result in a net increase, commensurate at least with the Federal cost-share, in a participant's outdoor recreation.

It is intended by both parties hereto that the LWCF assistance will be added to, rather than replace or be substituted for, State and/or local outdoor recreation funds.

Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 5

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2 A. The State agrees, as recipient of the LWCF assistance, that it will meet the LWCF General Provisions, and the terms and provisions as contained or referenced in, or attached to, the NPS grant agreement and that it will further impose these terms and provisions upon any political subdivision or public agency to which funds are subawarded pursuant to the grant agreement. The State also agrees that it shall be responsible for compliance with the terms and provisions of the agreement by such a political subdivision or public agency and that failure by such political subdivision or public agency to so comply shall be deemed a failure by the State to comply.

B. The State agrees that the property described in the grant agreement and depicted on the signed and dated project boundary map made part of that agreement is being acquired or developed with LWCF assistance, or is integral to such acquisition or development, and that, without the approval of the Secretary, it shall not be converted to other than public outdoor recreation use but shall be maintained in public outdoor recreation in perpetuity or for the term of the lease in the case of property leased from a federal agency. The Secretary shall approve such conversion only if it is found to be in accord with the then existing statewide comprehensive outdoor recreation plan and only upon such conditions deemed necessary to assure the substitution of other recreation properties of at least equal fair market value and of reasonably equivalent usefulness and location (54 U.S.C. 200305(f)(3)). The LWCF post-completion compliance regulations at 36 C.F.R. Part 59provide further requirements. The replacement land then becomes subject to LWCF protection. The approval of a conversion shall be at the sole discretion of the Secretary, or her/his designee.

Prior to the completion of this project, the State and the Director may mutually agree to alter the area described in the grant agreement and depicted in the signed and dated project boundary map to provide the most satisfactory public outdoor recreation unit, except that acquired parcels are afforded LWCF protection as Fund reimbursement is provided.

In the event the NPS provides LWCF assistance for the acquisition and/or development of property with full knowledge that the project is subject to reversionary rights and outstanding interests, conversion of said property to other than public outdoor recreation use as a result of such right or interest being exercised will occur. In receipt of this approval, the State agrees to notify the NPS of the potential conversion as soon as possible and to seek approval of replacement property in accord with the conditions set forth in these provisions and the program regulations. The provisions of this paragraph are also applicable to: leased properties developed with LWCF assistance where such lease is terminated prior to its full term due to the existence of provisions in such lease known and agreed to by the NPS; and properties subject to other outstanding rights and interests that may result in a conversion when known and agreed to by the NPS.

C. The State agrees that the benefit to be derived by the United States from the full compliance by the State with the terms of this agreement is the preservation, protection, and the net increase in the quality and quantity of public outdoor recreation facilities and resources which are available to the people of the State and of the United States, and such benefit exceeds to an immeasurable and unascertainable extent the amount of money furnished by the United States by way of assistance under the terms of this agreement. The State agrees that payment by the State to the United States of an Item Title: 10.9
Land and Water Conservation Fund Grant
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3 amount equal to the amount of assistance extended under this agreement by the United States would be inadequate compensation to the United States for any breach by the State of this agreement.

The State further agrees, therefore, that the appropriate remedy in the event of a breach by the State of this agreement shall be the specific performance of this agreement or the submission and approval of a conversion request as described in Section II.B above.

D. The State agrees to comply with the policies and procedures set forth in the Manual.

Provisions of said Manual are incorporated into and made a part of the project grant agreement.

E. The State agrees that the property and facilities described in the grant agreement shall be operated and maintained as prescribed by Manual requirements and published post-completion compliance regulations (36 C.F.R. Part 59).

F. The State agrees that a notice of the grant agreement shall be recorded in the public property records (e.g., registry of deeds or similar) of the jurisdiction in which the property is located, to the effect that the property described and shown in the scope of the grant agreement and the signed and dated project boundary map made part of the agreement, has been acquired or developed with LWCF assistance and that it cannot be converted to other than public outdoor recreation use without the written approval of the Secretary as described in Part II.B. above.

G. Nondiscrimination

1. By signing the LWCF agreement, the State certifies that it will comply with all Federal laws relating to nondiscrimination as outlined in Section V of the Department of the Interior Standard Award Terms and Conditions.

2. The State shall not discriminate against any person on the basis of residence, except to the extent that reasonable differences in admission or other fees may be maintained on the basis of residence as set forth in 54 U.S.C. § 200305(i) and the Manual.

Part III - Project Assurances
A. Project Application

1. The Application for Federal Assistance bearing the same project number as the Grant Agreement and associated documents is by this reference made a part of the agreement.

2. The State possesses legal authority to apply for the grant, and to finance and construct the proposed facilities. A resolution, motion or similar action has been duly adopted or passed authorizing the filing of the application, including all understandings and assurances contained herein, and directing and authorizing the person identified as the official representative of the State to act in connection with the application and to provide such additional information as may be required.

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4 3. The State has the capability to finance the non-Federal share of the costs for the project. Sufficient funds will be available to assure effective operation and maintenance of the facilities acquired or developed by the project.

B. Project Execution

1. The project period shall begin with the date of approval of the project agreement or the effective date of a waiver of retroactivity and shall terminate at the end of the stated or amended project period unless the project is completed or terminated sooner in which event the project shall end on the date of completion or termination.

2. The State shall transfer to the project sponsor identified in the Application for Federal Assistance all funds granted hereunder except those reimbursed to the State to cover eligible expenses derived from a current approved negotiated indirect cost rate agreement.

3. The State will cause work on the project to start within a reasonable time after receipt of notification that funds have been approved and assure that the project will be implemented to completion with reasonable diligence.

4.. The State shall secure completion of the work in accordance with approved construction plans and specifications, and shall secure compliance with all applicable Federal, State, and local laws and regulations.

5. The State will provide for and maintain competent and adequate architectural/ engineering supervision and inspection at the construction site to ensure that the completed work conforms with the approved plans and specifications; that it will furnish progress reports and such other information as the NPS may require.

6. In the event the project covered by the project agreement cannot be completed in accordance with the plans and specifications for the project; the State shall bring the project to a point of recreational usefulness agreed upon by the State and the Director or her/his designee in accord with Section “Project Termination” of this agreement.

7. As referenced in the DOI Standard Terms and Conditions, the State will ensure the project’s compliance with applicable federal laws and their implementing regulations, including: the Architectural Barriers Act of 1968 (P.L. 90-480) and DOI’s Section 504 Regulations (43 C.F.R. Part 17); the Uniform Relocation Assistance and Real Property Acquisition Policies Act of 1970 (P.L. 91-646), and applicable regulations; and the Flood Disaster Protection Act of 1973 (P.L. 93-234).

8. The State will comply with the provisions of: Executive Order 11988, relating to evaluation of flood hazards; Executive Order 11288, relating to the prevention, control, and abatement or water pollution, and Executive Order 11990 relating to the protection of wetlands.

9. The State will assist the NPS in its compliance with Section 106 of the National Historic Preservation Act of 1966 (54 U.S.C. § 306108) and the Advisory Council on Historic Preservation regulations 36 C.F.R. Part 800) by adhering to procedural requirements while considering the effect of this grant award on historic properties. The Act requires federal agencies to take into account the effects of their undertaking (grant Item Title: 10.9
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5 award) on historic properties by following the process outlined in regulations. That process includes (1) initiating the process through consultation with the State Historic Preservation Officer and other on the undertaking, as necessary, by (2) identifying historic properties listed on or eligible for inclusion on the National Register of Historic Places that are subject to effects by the undertaking, as necessary, by (3) assessing the effects of the undertaking upon such properties, if present, and by (4) resolving adverse effects through consultation and documentation according to 36 C.F.R. § 800.11. If an unanticipated discovery is made during implementation of the undertaking the State in coordination with NPS shall consult per provisions 36 C.F.R § 800.13.

10. The State will assist the NPS in its compliance with the National Environmental Policy Act of 1969, as amended (42 U.S.C. §4321 et seq.) and the CEQ regulations (40 C.F.R. § 1500-1508), by adhering to procedural requirements while considering the consequences of this project on the human environment. This Act requires Federal agencies to take into account the reasonably foreseeable environmental consequences of all grant-supported activities. Grantees and subrecipients are required to provide the NPS with a description of any foreseeable impacts to the environment from grant- supported activities or demonstrate that no impacts will occur through documentation provided to the NPS. The applicant must submit an Application & Revision Form in order to asst the NPS in determining the appropriate NEPA pathway when grant- assisted development and other ground disturbing activities are expected. If a Categorical Exclusion (CE) is the appropriate NEPA pathway, the NPS will confirm which CE, according to NPS Director’s Order 12, applies.

C. Construction Contracted for by the State Shall Meet the Following Requirements:

1. Contracts for construction shall comply with the provisions of 43 CFR Part 12 (Administrative and Audit Requirements and Cost Principles for Assistance Programs, Department of the Interior).

2. No grant or contract may be awarded by any grantee, subgrantee or contractor of any grantee or subgrantee to any party which has been debarred or suspended under Executive Order 12549. By signing the LWCF agreement, the State certifies that it will comply with debarment and suspension provisions appearing at Part III-J herein.

D. Retention and Custodial Requirements for Records

1. Financial records, supporting documents, statistical records, and all other records pertinent to this grant shall be retained in accordance with 43 CFR Part 12 for a period of three years; except the records shall be retained beyond the three-year period if audit findings have not been resolved.

2. The retention period starts from the date of the final expenditure report for the project.

3. State and local governments are authorized to substitute copies in lieu of original records.

4. The Secretary of the Interior and the Comptroller General of the United States, or any of their duly authorized representatives, shall have access to any books, documents, papers, and records of the State and local governments and their subgrantees which Item Title: 10.9
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6 are pertinent to a specific project for the purpose of making audit, examination, excerpts and transcripts.

E. Project Termination

1. The Director may temporarily suspend Federal assistance under the project pending corrective action by the State or pending a decision to terminate the grant by the NPS.

2. The State may unilaterally terminate the project at any time prior to the first payment on the project. After the initial payment, the project may be terminated, modified, or amended by the State only by mutual agreement with the NPS.

3. The Director may terminate the project in whole, or in part, at any time before the date of completion, whenever it is determined that the grantee has failed to comply with the conditions of the grant. The Director will promptly notify the State in writing of the determination and the reasons for the termination, together with the effective date.

Payments made to States or recoveries by the NPS under projects terminated for cause shall be in accord with the legal rights and liabilities of the parties.

4. The Director or State may terminate grants in whole, or in part at any time before the date of completion, when both parties agree that the continuation of the project would not produce beneficial results commensurate with the further expenditure of funds. The two parties shall agree upon the termination conditions, including the effective date and, in the case of partial termination, the portion to be terminated. The grantee shall not incur new obligations for the terminated portion after the effective date and shall cancel as many outstanding obligations as possible. The NPS may allow full credit to the State for the Federal share of the noncancelable obligations, properly incurred by the grantee prior to termination.

5. Termination either for cause or for convenience requires that the project in question be brought to a state of recreational usefulness agreed upon by the State and the Director or that all funds provided by the NPS be returned.

F. Lobbying with Appropriated Funds
The State must certify, for the award of grants exceeding $100,000 in Federal assistance, that no Federally appropriated funds have been paid or will be paid, by or on behalf of the State, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding, extension, continuation, renewal, amendment, or modification of this grant. In compliance with Section 1352, title 31, U.S. Code, the State certifies, as follows:

The undersigned certifies, to the best of his or her knowledge and belief, that:
(1) No Federal appropriated funds have been paid or will be paid, by or on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of an agency, a Member of Congress, and officer or employee of Congress, or an employee of a Member of Congress in connection with the awarding of any Federal contract, the making of any federal grant, the making of any Federal loan, the entering into of any cooperative agreement, and the extension, continuation, renewal, Item Title: 10.9
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7 amendment, or modification of any Federal contract, grant, loan, or cooperative agreement.
(2) If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of Congress, or an employee of a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the undersigned shall complete and submit Standard Form- LLL, "Disclosure Form to Report Lobbying,” in accordance with its instructions. (3) The undersigned shall require that the language of this certification be included in the award documents for all subawards at all tiers (including subcontracts, subgrants, and contracts under grants, loans, and cooperative agreements) and that all subrecipients shall certify accordingly.

This certification is a material representation of fact upon which reliance was placed when this transaction was made or entered into. Submission of this certification is a prerequisite for making or entering into this transaction imposed by Section 1352, title 31, U.S. Code. Any person who fails to file the required certification shall be subject to a civil penalty of not less than $10,000 and not more than $100,000 for each such failure.

G. Provision of a Drug-Free Workplace
In compliance with the Drug-Free Workplace Act of 1988 (43 CFR Part 12, Subpart D), the State certifies, as follows:

The grantee certifies that it will or continue to provide a drug-free workplace by:
(a) Publishing a statement notifying employees that the unlawful manufacture, distribution, dispensing, possession, or use of a controlled substance is prohibited in the grantee's workplace and specifying the actions that will be taken against employees for violation of such prohibition;
(b) Establishing an ongoing drug-free awareness program to inform employees about:
(1) The dangers of drug abuse in the workplace;
(2) The grantee's policy of maintaining a drug-free workplace; (3) Any available drug counseling, rehabilitation, and employee assistance programs; and
(4) The penalties that may be imposed upon employees for drug abuse violations occurring in the workplace;
(c) Making it a requirement that each employee to be engaged in the performance of a grant be given a copy of the statement required by paragraph (a); (d) Notifying the employee in the statement required by paragraph (a) that, as a condition of employment under the grant, the employee will:
(1) Abide by the terms of the statement; and
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8 (e) Notifying the agency in writing, within ten calendar days after receiving notice under subparagraph (d)(2) from an employee or otherwise receiving actual notice of such conviction. Employers of convicted employees must provide notice, including position title, to every grant officer on whose grant activity the convicted employee was working, unless the Federal agency has designated a central point for the receipt of such notices.

Notice shall include the identification number(s) of each affected grant; (f) Taking one of the following actions, within 30 calendar days of receiving notice under subparagraph (d)(2), with respect to any employee who is so convicted; (1) Taking appropriate personnel action against such an employee, up to and including termination, consistent with the requirements of the Rehabilitation Act of 1973, as amended; or
(2) Requiring such employee to participate satisfactorily in a drug abuse assistance or rehabilitation program approved for such purposes by a Federal, State, or local health, law enforcement, or other appropriate agency;
(g) Making a good faith effort to continue to maintain a drug-free workplace through implementation of paragraphs (a), (b), (c), (d), (e) and (f).

The State must include with its application for assistance a specification of the site(s) for the performance of work to be done in connection with the grant.

H. Hold Harmless
The Grantee shall indemnify the State of California and its officer, agents and employees against and hold the same free and harmless from any and all claims, demands, damages, losses, costs, and/or expenses of liability due to, or arising out of, either in whole or in part, whether directly or indirectly, the organization, Development, construction, operation, or maintenance of the Project.

I. Civil Rights Assurance
The State certifies that, as a condition to receiving any Federal assistance from the Department of the Interior, it will comply with all Federal laws relating to nondiscrimination. These laws include, but are not limited to: (a) Title VI of the Civil Rights Act of 1964 (42 U.S.C. 2000d-1), which prohibits discrimination on the basis of race, color, or national origin; (b) Section 504 of the Rehabilitation Act of 1973, as amended (29 U.S.C. 794), which prohibits discrimination on the basis of handicap; (c) the Age Discrimination Act of 1975, as amended (42 U.S.C. 6101 et. seq.), which prohibits discrimination on the basis of age; and applicable regulatory requirements to the end that no person in the United States shall, on the grounds of race, color, national origin, handicap or age, be excluded from participation in, be denied the benefits of, or be otherwise subjected to discrimination under any program or activity conducted by the applicant. THE APPLICANT HEREBY GIVES ASSURANCE THAT it will immediately take any measures necessary to effectuate this agreement.

THIS ASSURANCE shall apply to all aspects of the applicant's operations including those parts that have not received or benefited from Federal financial assistance.

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9 obligate the Applicant, or in the case of any transfer of such property, any transferee, for the period during which it retains ownership or possession of the property. In all other cases, this assurance shall obligate the Applicant for the period during which the Federal financial assistance is extended to it by the Department.

THIS ASSURANCE is given in consideration of and for the purpose of obtaining any and all Federal grants, loans, contracts, property, discounts or other Federal financial assistance extended after the date hereof to the Applicant by the Department, including installment payments after such date on account of applications for Federal financial assistance which were approved before such date.

The Applicant recognizes and agrees that such Federal financial assistance will be extended in reliance on the representations and agreements made in this assurance, and that the United State shall have the right to seek judicial enforcement of this assurance. This assurance is binding on the Applicant, its successors, transferees, assignees, and subrecipients and the person whose signature appears on the grant agreement and who is authorized to sign on behalf of the Applicant J. Debarment and Suspension
Certification Regarding Debarment, Suspension, and Other Responsibility Matters - Primary Covered Transactions
(1) The prospective primary participant certifies to the best of its knowledge and belief, that it and its principals:
(a) Are not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from covered transactions by any Federal department or agency; (b) Have not within a three-year period preceding this proposal been convicted of or had a civil judgment rendered against them for commission of fraud or a criminal offense in connection with obtaining, attempting to obtain, or performing a public (Federal, State or local) transaction or contract under a public transaction; violation of Federal or State antitrust statutes or commission or embezzlement, theft, forgery, bribery, falsification or destruction of records, making false statement, or receiving stolen property; (c) Are not presently indicted for or otherwise criminally or civilly charged by a governmental entity (Federal, State or local) with commission of any of the offenses enumerated in paragraph (1)(b) of this certification; and (d) Have not within a three-year period preceding this application/proposal had one or more public transactions (Federal, State or local) terminated for cause or default. (2) Where the prospective primary participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this proposal.

The State further agrees that it will include the clause "Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion - Lower Tier Covered Transactions" appearing below in any agreement entered into with lower tier participants in the implementation of this grant. Department of Interior Form 1954 (DI- 1954) may be used for this purpose.

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10 Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion - Lower Tier Covered Transactions
(1) The prospective lower tier participant certifies, by submission of this application that neither it nor its principals is presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any Federal department or agency.
(2) Where the prospective lower tier participant is unable to certify to any of the statements in this certification, such prospective participant shall attach an explanation to this application.

K. Build America, Buy America
As required by Section 70914 of the Bipartisan Infrastructure Law (also known as the Infrastructure Investment and Jobs Act), P.L. 117-58, on or after May 14, 2022, none of the funds under a federal award that are part of Federal financial assistance program for infrastructure may be obligated for a project unless all of the iron, steel, manufactured products, and construction materials used in the project are produced in the United States, unless subject to an approved waiver. The requirements of this section must be included in all subawards, including all contracts and purchase orders for work or products under this program.

Recipients of an award of Federal financial assistance are hereby notified that none of the funds provided under this award may be used for a project for infrastructure unless:

1. all iron and steel used in the project are produced in the United States--this means all manufacturing processes, from the initial melting stage through the application of coatings, occurred in the United States;

2. all manufactured products used in the project are produced in the United States — this means the manufactured product was manufactured in the United States; and the cost of the components of the manufactured product that are mined, produced, or manufactured in the United States is greater than 55 percent of the total cost of all components of the manufactured product, unless another standard for determining the minimum amount of domestic content of the manufactured product has been established under applicable law or regulation; and

3. all construction materials are manufactured in the United States— this means that all manufacturing processes for the construction material occurred in the United States.

The Buy America preference only applies to articles, materials, and supplies that are consumed in, incorporated into, or affixed to an infrastructure project. As such, it does not apply to tools, equipment, and supplies, such as temporary scaffolding, brought to the construction site and removed at or before the completion of the infrastructure project. Nor does a Buy America preference apply to equipment and furnishings, such as movable chairs, desks, and portable computer equipment, that are used at or within Item Title: 10.9
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11 the finished infrastructure project but are not an integral part of the structure or permanently affixed to the infrastructure project.

For further information on the Buy America preference, please visit www.doi.gov/grants/BuyAmerica. Additional information can also be found at the White House Made in America Office website: www.whitehouse.gov/omb/management/made- inamerica/.

Waivers
When necessary, recipients may apply for, and the Department of the Interior (DOI) may grant, a waiver from these requirements, subject to review by the Made in America Office. The DOI may waive the application of the domestic content procurement preference in any case in which it is determined that one of the below circumstances applies:

1. Non-availability Waiver: the types of iron, steel, manufactured products, or construction materials are not produced in the United States in sufficient and reasonably available quantities or of a satisfactory quality;

2. Unreasonable Cost Waiver: the inclusion of iron, steel, manufactured products, or construction materials produced in the United States will increase the cost of the overall project by more than 25 percent; or

3. Public Interest Waiver: applying the do mestic content procurement preference would be inconsistent with the public interest.

There may be instances where an award qualifies, in whole or in part, for an existing DOI general applicability waiver as described at:
www.doi.gov/grants/BuyAmerica/GeneralApplicabilityWaivers.

If the specific financial assistance agreement, infrastructure project, or non-domestic materials meets the criteria of an existing general applicability waiver within the limitations defined within the waiver, the recipient is not required to request a separate waiver for non-domestic materials.

If a general applicability waiver does not already apply, and a recipient believes that one of the above circumstances applies to an award, a request to waive the application of the domestic content procurement preference may be submitted to the financial assistance awarding officer in writing. Waiver requests shall include the below information. The waiver shall not include any Privacy Act information, sensitive data, or proprietary information within their waiver request. Waiver requests will be posted to www.doi.gov/grants/buyamerica and are subject to public comment periods of no less than 15 days. Waiver requests will also be reviewed by the Made in America Office.

1. Type of waiver requested (non-availabilit y, unreasonable cost, or public interest).

2. Requesting entity and Unique Entity Identifier (UEI) submitting the request.

3. Department of Interior Bureau or Office who issued the award.

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12 4. Federal financial assistance listing name and number (reference block 2 on DOI Notice of Award)

5. Financial assistance title of project (refer ence block 8 on DOI Notice of Award).

6. Federal Award Identification Number (FAIN).

7. Federal funding amount (reference block 11.m. on DO Notice of Award).

8. Total cost of Infrastructure expenditures (includes federal and non-federal funds to the extent known).

9. Infrastructure project description(s) and location(s) (to the extent known).

10. List of iron or steel item(s), manufactured goods, and construction material(s) the recipient seeks to waive from Buy America requirements. Include the name, cost, countries of origin (if known), and relevant PSC or NAICS code for each.

11. A certification that the recipient made a good faith effort to solicit bids for domestic products supported by terms included in requests for proposals, contracts, and nonproprietary communications with the prime contractor.

12. A statement of waiver justification, including a description of efforts made (e.g., market research, industry outreach) by the recipient, in an attempt to avoid the need for a waiver. Such a justification may cite, if applicable, the absence of any Buy America compliant bids received in response to a solicitation.

13. Anticipated impact if no waiver is issued. Approved waivers will be posted at www.doi.gov/grants/BuyAmerica/ApprovedWaivers; recipients requesting a waiver will be notified of their waiver request determination by an awarding officer.

Questions pertaining to waivers should be directed to the financial assistance awarding officer.

Definitions
“Construction materials” includes an article, material, or supply that is or consists primarily of:
x non-ferrous metals;
x plastic and polymer-based products (i ncluding polyvinylchloride, composite building materials, and polymers used in fiber optic cables); x glass (including optic glass);
x lumber;
x or drywall.

“Construction Materials” does not include cement and cementitious materials, aggregates such as stone, sand, or gravel, or aggregate binding agents or additives.

“Domestic content procurement preference’’ means all iron and steel used in the project are produced in the United States; the manufactured products used in the project are produced in the United States; or the construction materials used in the project are produced in the United States.

“Infrastructure” includes, at a minimum, the structures, facilities, and equipment for, in the United States, roads, highways, and bridges; public transportation; dams, ports, harbors, and other maritime facilities; intercity passenger and freight railroads; freight and intermodal facilities; airports; water systems, including drinking water and Item Title: 10.9
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13 wastewater systems; electrical transmission facilities and systems; utilities; broadband infrastructure; and buildings and real property. Infrastructure includes facilities that generate, transport, and distribute energy.

‘‘Project’’ means the construction, alteration, maintenance, or repair of infrastructure in the United States.

L. Special Conditions

A. National Environmental Policy Act
Recipients must comply with the requirements of the National Environmental Policy Act of 1969, Pub. L. No. 91-190 (1970) (codified as amended at 42 U.S.C. § 4321 et seq.) (NEPA), Executive Order 14154 Unleashing American Energy (Jan. 20, 2025), Presidential Memorandum Ending Illegal Discrimination and Restoring Merit-Based Opportunity (Jan. 21, 2025), the DOI’s NEPA-implementing regulations (43 CFR Part 46), DOI policy and procedures for implementing NEPA (Part 516 of the Departmental Manual), and NPS LWCF Program-specific policies and procedures with includes the Council of Environmental Quality’s rescinded regulations implementing NEPA, previously found at 40 C.F.R. Parts 1500-1508, as guidance to the extent appropriate and consistent with the requirements of NEPA and Executive Order 14154.

B. NEPA Clearance

1. No NEPA clearance with cost and work restriction(s):

Based on all information provided by the recipient, the NPS does not yet have sufficient information to make a NEPA determination.

Notwithstanding the obligation of funds shown on the Grant Agreement, the parties hereby agree that the availability of funds to the recipient for payment of costs incurred by the recipient is conditioned upon them being applied only to achieving a final NEPA determination. The recipient is prohibited from expending federal funds unless they are directly related to, and in support of, compliance with NEPA. No funds for other activities, therefore, shall be made available to the recipient for payment, and the NPS does not guarantee or assume any obligation to reimburse costs incurred by the recipient prior to written authorization.

The recipient is thereby authorized to use federal funds for the defined project activities, subject to the recipient’s compliance with the restrictions stated below and except where such activity is subject to a restriction set forth elsewhere in this award.

The recipient is authorized to proceed with the following phases and/or tasks as referenced in the Project Description approved by the Financial Assistance Awarding Officer (FAAO), except where such activity is subject to a restriction set forth elsewhere in this award:

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14 x Site design plans
x Project planning
x Surveys
x Environmental site assessments
x Anything that leads to a compliance pathway.

This authorization is specific to the project activities and locations as described in the Project Description approved by the Financial Assistance Awarding Officer (FAAO) and the NPS LWCF NEPA Determination.

The NPS has not authorized the recipient to incur the following costs or begin the following phases and/or tasks:
x Perform any work under the project except as needed to complete compliance x Draw down any funds not related to federal environmental compliance Should the recipient elect to undertake activities or change locations prior to written authorization, the recipient does so at risk of not receiving federal funding and such costs may not be recognized as allowable cost share.

Questions about the permissibility of federal cost sharing on activities prior to the NPS’ issuance of a final NEPA determination shall be directed to the OGALS Project Officer. The recipient must receive written approval from OGALS before incurring costs for federal cost sharing. After receiving approval, if the recipient chooses to incur costs eligible for federal cost sharing for the approved activities, the recipient agrees to abide by the conditions, limitations, mitigation measures, monitoring requirements, and reporting responsibilities specified in writing. The recipient also agrees to undertake these activities in accordance with necessary landowner approvals, required permits, and any additional approvals and mitigation requirements of other federal, state and local governmental agencies with jurisdiction by law.

C. Other Award Specific Conditions

1. This grant requires a signed boundary map that meets all criteria listed in the LWCF manual in effect at the time of this award to support a perpetual accessible public outdoor recreation encumbrance.

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This report is to be completed for each approved grant and forwarded along with approved council agenda staff report to the Finance Department.

FISCAL YEAR OF GRANT AWARD: _________________ DATE CITY COUNCIL APPROVED: ________________________ Grant Name: _____________________________________________ Granting Agency: __________________________ City Department: _________________________________________ City Grant Administrator: ____________________ Grant performance period: ________________ Type of Grant: ☐ State ☐ Federal ☐ Local ☐ Other: ________________ Grant Purpose/City Program:

If Federal Grant:

Federal Awarding Agency: ____________________ Federal CFDA Number: _____________________ If Pass-through Grant:

Pass-through Agency: ____________________ Pass-through Number: _____________________ Grant ID Number: ____________________
Grant Funding Period: ____________________ Amended Through: _____________________ Amount from Granting Agency: ____________________ Method of Funding: ____________________ City Matching Funds: ____________________ Frequency of Funding: ____________________ Total Grant Amount: ____________________ If other, please describe: ____________________ City Expenditure Account No: ____________________ City Revenue Account No: ____________________ Reporting Requirements:

Does the funding agency require a compliance audit? _____________________________________________ If yes, what kind of report? __________________________________________ Additional reporting required: ________________________________________ Does the funding agency require a copy of the Single Audit report? _____________________________________ Is this a federal grant (subject to Single Audit)? __________________________________________ Can grant funds be carried over to other fiscal years? __________________________________________ If yes, which years? __________________________________________ Is allocated interest a grant requirement? __________________________________________

CITY OF MENIFEE

GRANT SUMMARY REPORT

FINANCE DEPARTMENT
2025/2026
5/20/2026
Land and Water Conservation Fund
NPS/Cal State Parks
Community Services
Kori Jones
National Parks Services

15.916
State of CA Parks &
Recreation Dept
-
-
-
$750,000
Reimbursement
$750,000
$750,000
See Notes below
2301-28-XNC-XNCL-000-17055-441000
Yes
N/A
N/A
No
Yes
Yes
2030
No
✔
8/13/2025-8/12/30
Design and Construction of Quail Valley Nature Park.

Quarterly reporting will be required.

NOTES:
2301-57-PWD-CIPC-906-17055-902301,4320-55-PWD-CIPC-906-17055-652800,4320-55-PWD-CIPC-906-17055-690000, 4320-55-PWD-CIPC-906-17055-690010, 4320-55-PWD-CIPC-906-17055-690050, 4320-57-PWD-CIPC-906-17055-802301

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RESOLUTION NO. 26-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA, AMENDING THE FISCAL YEAR 2025/26 OPERATING BUDGET
WHEREAS, the City of Menifee, California, adopted a budget for Fiscal Year 2025/26 and Fiscal Year 2026/27 with Resolution 25-1596 on June 18th, 2025; and WHEREAS, from time to time the City of Menifee receives unanticipated revenues, experiences unanticipated expenditures, and/or identifies alternative funding sources; and WHEREAS, it is in the best interest of the citizens of the City of Menifee to allocate budget resources to continue the operations of the City of Menifee; and WHEREAS, the City Council of the City of Menifee needs to amend the FY 2025/26 budget as follows:

AMENDMENTS TO ADOPTED BUDGET:

REVENUE ADJUSTMENT – GRANT FUND 2301
EXPENDITURE ADJUSTMENT – GRANT FUND 2301

RECORD TRANSFER OF FUNDS
FROM ACCOUNT # TO ACCOUNT # AMOUNT
2301-57-PWD-CIPC-906-17055-
904320-
4320-57-PWD-CIPC-906-17055-
802301-
$750,000.00
TOTAL: $750,000.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
June 3, 2026 Grant: Land & Water Conservation Fund
2301-28-XNC-XNCL-
000-17055-441000- $750,000.00
TOTAL: $750,000.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
June 3, 2026
Grant: Land & Water Conservation Fund
CIP 24-16 Quail Valley Park
2301-57-PWD-CIPC-
906-17055-904320- $750,000.00
Total $750,000.00
Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 20

Menifee Mayor and City Council
June 3, 2026
Page
226 of 1080

Amending the Fiscal Year 2025/26 Grant Fund Budget
Land and Water Conservation Fund Grant for CIP 24-16 Quail Valley Park 2 4
9 8
1 0
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California hereby to determine and order as follows:

Section 1.The annual budget for the Grant Fund 2301 for the City of Menifee for FY 2025/26 is hereby increased and amended to reflect unanticipated revenues and expenditures as follows:

FUND SUMMARY – GRANT FUND 2301
PASSED, APPROVED AND ADOPTED this 3rd day of June, 2026. _____________________________
Ricky Estrada, Mayor
Attest:
___________________________
Stephanie Roseen, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney

CATEGORY ADOPTED

BALANCE
PRIOR

ADJUSTMENTS

AMENDMENT
AMOUNT

AMENDED
TOTAL
Revenues $0.00 $20,477,964.20 $750,000.00 $21,227,964.20 Expenditures $0.00 $19,785,636.61 $750,000.00 $20,535,636.61 Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 21

Menifee Mayor and City Council
June 3, 2026
Page
227 of 1080

RESOLUTION NO. 26-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MENIFEE, CALIFORNIA, AMENDING THE FISCAL YEAR 2025/26 OPERATING BUDGET
WHEREAS, the City of Menifee, California, adopted a budget for Fiscal Year 2025/26 and Fiscal Year 2026/27 with Resolution 25-1596 on June 18th, 2025; and WHEREAS, from time to time the City of Menifee receives unanticipated revenues, experiences unanticipated expenditures, and/or identifies alternative funding sources; and WHEREAS, it is in the best interest of the citizens of the City of Menifee to allocate budget resources to continue the operations of the City of Menifee; and WHEREAS, the City Council of the City of Menifee needs to amend the FY 2025/26 budget as follows:

AMENDMENTS TO ADOPTED BUDGET:

REVENUE ADJUSTMENT – CAPITAL PROJECTS FUND 4320
EXPENDITURE ADJUSTMENT – CAPITAL PROJECTS FUND 4320

RECORD TRANSFER OF FUNDS
FROM ACCOUNT # TO ACCOUNT # AMOUNT
2301-57-PWD-CIPC-906-17055-
904320-
4320-57-PWD-CIPC-906-17055-
802301-
$750,000.00
TOTAL: $750,000.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
June 3, 2026
Grant: Land & Water Conservation Fund
CIP 24-16 Quail Valley Park
4320-57-PWD-CIPC-
906-17055-802301- $750,000.00
TOTAL: $750,000.00
CITY

COUNCIL

MEETING

DESCRIPTION ACCOUNT NUMBER AMOUNT
June 3, 2026
Grant: Land & Water Conservation Fund
CIP 24-16 Quail Valley Park
4320-55-PWD-CIPC-
906-17055-690050- $750,000.00
TOTAL: $750,000.00
Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 22

Menifee Mayor and City Council
June 3, 2026
Page
228 of 1080

Amending the Fiscal Year 2025/26 Capital Projects Fund Budget Land and Water Conservation Fund Grant for CIP 24-16 Quail Valley Park 2 4
9 8
1 0
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Menifee, California hereby to determine and order as follows:

Section 1.The annual budget for the Capital Projects Fund 4320 for the City of Menifee for FY 2025/26 is hereby increased and amended to reflect unanticipated revenues and expenditures as follows:

FUND SUMMARY – CAPITAL PROJECTS FUND 4320
PASSED, APPROVED AND ADOPTED this 3rd day of June, 2026. _____________________________
Ricky Estrada, Mayor
Attest:
___________________________
Stephanie Roseen, City Clerk
Approved as to form:
___________________________
Jeffrey T. Melching, City Attorney

CATEGORY ADOPTED

BALANCE
PRIOR

ADJUSTMENTS

AMENDMENT
AMOUNT

AMENDED
TOTAL
Revenues $4,047,705.00 $76,309,837.74 $750,000.00 $81,107,542.74 Expenditures $4,963,851.00 $95,198,605.08 $750,000.00 $100,912,456.08 Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 23

Menifee Mayor and City Council
June 3, 2026
Page
229 of 1080

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DATE: 5/7/26

QUAIL VALLEY NATURE PARK

ILLUSTRATIVE SITE PLAN
0' 20' 40' 80' 100' NORTH
All images are artistic in nature and depict vegetation at maturity. Actual conditions may vary.

NEWPORT DRIVE

ESCALANTE ROAD
1 2
35 35
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35 35
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13 LEGEND

ACCESSIBLE PARKING STALLS

GRAVEL PARKING LOT

TRASH RECEPTACLE

PORTABLE RESTROOM

STABILIZED DECOMPOSED

GRANITE WITHOUT EDGING

ENGINEERED WOOD FIBER

SAFETY SURFACE

BENCHES

PEDESTRIAN

ENTRANCE/ GATE

DOUBLE MANUAL LOCKING

VEHICULAR GATE

VEHICULAR BARRIER GATE

GATHERING PLACE

WITH NATURE BASED PLAY
14 SIERRA
DR

WELLS PLACE
9 PROTECTED

RIPARIAN ZONE
100 YEAR

FLOOD PLAIN
15 MONUMENT SIGN15
FITNESS AREA16
SOLAR BOLLARD LIGHTING17
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BIKE RACK

DRINKING FOUNTAIN
16 17
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14 12
18INTERPRETIVE SIGNAGE
18 18
18 10

GATHERING PLACE / PICNIC AREA

WITH OVERHEAD STRUCTURE AND

BOULDER SEATING
19MULTI-USE FIELD (LAWN)
19 Item Title: 10.9
Land and Water Conservation Fund Grant
Item Page Number: 24

Menifee Mayor and City Council
June 3, 2026
Page
230 of 1080

CITY OF MENIFEE
SUBJECT: Community Development Department Request for
Qualification On-Call List
MEETING DATE: June 3, 2026
TO: Mayor and City Council
PREPARED BY: Molly Binnall, Management Analyst II
REVIEWED BY: Orlando Hernandez, Community Development Director APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve the Community Development Department’s On-Call List for Fiscal Years 2026/27, 2027/28 and 2028/29 for various professional Planning and Building services.

DISCUSSION
The City’s Community Development Department is responsible for review of all development activity, as well as its conformance with the City’s vision and goals for community development, land use as established in the General Plan and Development Code, and safe construction practices as outlined in the current Building Code. The workload of the City’s Community Development Department reflects the development pace of the City of Menifee as one of Southern California’s fastest growing communities. Accordingly, and when deemed necessary, staff efforts are supplemented with the use of professional consultants to ensure responsiveness and thorough plan reviews and inspections of all development activity transpiring within the City.

The City has prepared a multi-disciplinary Request for Qualifications (RFQ) (RFQ No. 2026-02) for various services. As the Community Development Department encompasses both the Planning and Building Divisions, the RFQ was solicited for on-call services for both divisions.

Planning Division services included:
- General Planning Related Development and Land Use Project Review Services - Landscape Design Plan Review Services
- Preparation and/or Peer Review: Environmental Services - Municipal Financial Review Services (Fiscal Impact Analysis) Item Title: 10.10
Community Development Department Request for Qualification On-Call List Item Page Number: 1

Menifee Mayor and City Council
June 3, 2026
Page
231 of 1080

City of Menifee Staff Report
CDD On-call List
June 3, 2026

3 3
1 7
Building Division services included:
- Plan Review Services
- Permit Technician Services
- Building Inspection Services
The intent of the RFQ was to establish an updated On-call List of qualified consultants available for the period of Fiscal Years (FY) 2026/27, 2027/28 and 2028/29, with an option to extend the list an additional two FYs (2029/30 and 2030/31). The last time the City completed an RFQ process for such services for the Community Development Department was in 2022.

In accordance with Assembly Bill 339, labor groups were provided the required 45-day notification of the pending RFQ release on January 27, 2026. The RFQ was posted/released on March 13, 2026, with a submittal deadline of April 13, 2026. A total of 43 consulting firms responded.

Comprised of internal Community Development staff, two Selection Committees were established to review the proposals. Planning staff reviewed proposals that selected disciplines for the Planning Division, and Building staff reviewed proposals that selected disciplines for the Building Division. If a consultant identified disciplines for both Divisions, both Selection Committees reviewed the proposal. The Selection Committees evaluated and ranked each proposal on the following criteria:
- Experience / Qualifications of the Firm and Key Personnel - Work Plan Methodology / Project Approach
- Reference Review / Client Satisfaction
- Cost Proposal
- Quality of Responsiveness of Proposal
See the attached document for the selected firms.

It is important to note that inclusion on the Community Development Department’s On-call List does not guarantee award of any future contract(s). The City reserves the right to issue separate RFQs or Request for Proposals (RFP) as deemed necessary for specific services and/or projects.

Once the On-call List is established, the City would enter into agreements with select firms on the On-call List, and the applicable agreements requiring City Council approval would be brought to the City Council in accordance with the standard procurement policies.

STRATEGIC PLAN OBJECTIVE
Thriving Economy

FISCAL IMPACT
There is no fiscal impact associated with the recommended action. Future agreements requiring the City Council’s approval, would consist of recoverable and non-recoverable funding, with the majority being recoverable (paid by developers). Any proposed agreements would be funded as Item Title: 10.10
Community Development Department Request for Qualification On-Call List Item Page Number: 2

Menifee Mayor and City Council
June 3, 2026
Page
232 of 1080

City of Menifee Staff Report
CDD On-call List
June 3, 2026

3 3
1 7
part of the adopted FY 2026/27 Budget and incorporated within future years’ budgets.

Subsequently, the City would enter into agreements with select firms on the On-call List, and the applicable agreements requiring City Council approval would be brought to the City Council in accordance with the City’s standard procurement policies.

ATTACHMENTS

1. Community Development Department’s On-call List
..

Item Title: 10.10
Community Development Department Request for Qualification On-Call List Item Page Number: 3

Menifee Mayor and City Council
June 3, 2026
Page
233 of 1080

On-call List for Professional Services
Fiscal Y ears 2026/27, 2027/28, and 2028/29
Planning Division

General Planning - Related
Development and Land Use
Project Review Services

Landscape Design Plan
Review Services
Preparation and/or Peer
Review:

Environmental Services
Municipal Financial Review
Services
(Fiscal Impact Analysis)

4LEAF, Inc
Albert A. Webb Associates
BFK Engineers
CASC Engineering & Consulting, Inc
Civic Solutions, Inc
EPD Solutions
GHD Inc
Glenn A. Rick Engineering &
Development Co.

Kimley-Horn & Associates, Inc
Michael Baker International
MIG, Inc
Rincon Consultants, Inc
Sagecrest Planning & Environmental
Willdan Engineering

4LEAF, Inc
Albert A. Webb Associates
Architerra Design Group
BFK Engineers
CASC Engineering & Consulting, Inc
Community Works Design Group
GHD Inc
Michael Baker International
MIG, Inc
Rincon Consultants, Inc
Willdan Engineering

4LEAF, Inc
Albert A. Webb Associates
BFK Engineers
CASC Engineering & Consulting, Inc
Chambers Group, Inc
Civic Solutions, Inc
De Novo Planning Group
EcoTierra Consulting, Inc
EPD Solutions
FirstCarbon Solutions
ICF Jones & Stokes
Kimley-Horn & Associates, Inc
LSA Associates, Inc
Michael Baker International
MIG, Inc
Rincon Consultants, Inc
Sagecrest Planning & Environmental
T & B Planning, Inc
Tom Dodson & Associates
Willdan Engineering

BFK Engineers
CASC Engineering & Consulting, Inc
Michael Baker International
MIG, Inc
Webb Municipal Finance, LLC
*On-call List for Professional Services can be extended for an additional two fiscal years (FY2029/30 & 2030/31) with Council approval.

Item Title: 10.10
Community Development Department Request for Qualification On-Call List Item Page Number: 4

Menifee Mayor and City Council
June 3, 2026
Page
234 of 1080

On-call List for Professional Services
Fiscal Y ears 2026/27, 2027/28, and 2028/29
Building Division

Plan Review Services

Permit Technician Services

Building Inspection Services

4 Leaf, Inc.

BPR Consulting Group
Bureau Veritas North America, Inc.

CSG Consultants, Inc.

Scott Fazekas and Associates
The Code Group, Inc.

True North Compliance Services, Inc.

West Coast Code Consultants, Inc.

4 Leaf, Inc.

BPR Consulting Group
Bureau Veritas North America, Inc.

CSG Consultants, Inc.

The Code Group, Inc.

True North Compliance Services, Inc.

West Coast Code Consultants, Inc.

4 Leaf, Inc.

BPR Consulting Group
Bureau Veritas North America, Inc.

CSG Consultants, Inc.

The Code Group, Inc.

True North Compliance Services, Inc.

West Coast Code Consultants, Inc.

*On-call List for Professional Services can be extended for an additional two fiscal years (FY2029/30 & 2030/31) with Council approval.

Item Title: 10.10
Community Development Department Request for Qualification On-Call List Item Page Number: 5

Menifee Mayor and City Council
June 3, 2026
Page
235 of 1080

CITY OF MENIFEE
SUBJECT: Memorandum of Understanding with Golden State
Concessions and Catering, Inc., and Inland Empire
Community Foundation for the Independence Celebration
Event Beer Garden
MEETING DATE: June 3, 2026
TO: Mayor and City Council
PREPARED BY: Kori Jones, Senior Management Analyst
REVIEWED BY: Mariana Mitchell, Community Services Director APPROVED BY: Armando G. Villa, City Manager
-------------------------------------------------------------------------------------------------------------------------------

RECOMMENDED ACTION

1. Approve and authorize the City Manager to execute a Memorandum of Understanding with Golden State Concessions and Catering, Inc., and the Inland Empire Community Foundation to host the Independence Celebration Beer Garden on an as-needed basis through June 30, 2031.

DISCUSSION
The Menifee Independence Celebration is a time-honored community event hosted the Saturday prior to the 4th of July and in partnership with the Lake Menifee Women’s Club. Inviting an average of 13,000 residents and visitors each year, the Independence Celebration remains one of the City’s most well-attended and anticipated events. The celebration reflects strong volunteer involvement, interdepartmental coordination, and the support of many local businesses and non- profit organizations as a shared commitment to fostering community pride.

This year’s event is scheduled to be held on June 27th at Wheatfield Park and will commemorate the 250th anniversary of the signing of the Declaration of Independence with enhanced music performances, a themed parade, crowd giveaways, interactive activities, and an expanded fireworks display.

As part of this year’s event, a beer garden will be included as a designated component of the overall celebration. The beer garden will be located adjacent to the main stage and will be fully enclosed with controlled access. Entry will be limited to a single access point with ID verification, and the operator will provide all required fencing, staffing, and security to ensure compliance with applicable regulations and to maintain a safe, family-friendly environment throughout the event.

Item Title: 10.11
Memorandum

of

Understanding

with

Golden

State

Concessions

and

Catering,

Inc.,

and

Inland
Empire Community Foundation for the Independence Celebration Event Beer Garden Item Page Number: 1

Menifee Mayor and City Council
June 3, 2026
Page
236 of 1080

City of Menifee Staff Report
MOU with Golden State Concessions and Catering, Inc. and Inland Empire Community Foundation for the Independence Celebration Event Beer Garden June 3, 2026