21.363.542
Total Sources of Funds
Uses of Funds
Uses of Funds
Total Land Costs
$
2.683,000
Total Land Costs
Total Acquisition Costs
$
-
Total Acquisition Costs
New Construction and/or Rehabilitation
$
12,555,504
New Construction and/or Rehabilitation
Construction Contingency
$
630,000
Construction Contingency
Financing Costs
$
575.152
Financing Costs
Architecture & Engineering
$
600.000
Architecture & Engineering
Other Soft Costs
$
2,056.390
Other Soft Costs
Developer Fees
$
2,000,000
Developer Fees
Soft Cast Contingency
$
100,000
Soft Cost Contingency
Reserves
$
163,496
Reserves
Total Uses of Funds
$
21,363,542
Total Uses of Funds
$ 16.513,542
$ 2,150,000
$ 700,000
$ 698,281
$ 1,301,719
$ 21,363.542
$ 2.683,000
$ 12,555.504
$ 630,000
$ 575,152
$ 600,000
$ 2.056,390
5 2.000.000
$ 100,000
$ 163,496
$ 21,363,542
FINANCING & COMPLIANCE DETAILS
Vine Creek Apts.
Temecula, CA
PERMANENT FINANCING
Total Project Costs 2019 Tie -Breaker 42, 069%
Tax Credit Financing
Tax Credit Eligible Basis $ 17,708,947
Less: Grant Proceeds & Other Exclusions $ -
Voluntary Basis Reduction $ 2,025,000
Requested Eligible Basis $ 15.683, 947
Difficult to Develop Bonus (Yes - 130%, No - 100%) 100% Total Adjusted Eligible Basis $ 15,683,947
Times % of Affordable Units or Sqr. Ft. 100.00%
Qualified Basis Eligible to Receive Tax Credits $ 15,683.947 Less Voluntary Credit Reduction 0.00% $ - $ 15.683.947
Federal Credits State Credits
Times Credit % TCAC Est. 9.00% 30.00%
Times Number of Years 10 1
Total Tax Credits $ 14,115,550 + $ 4,705,784 = $ 18,820, 730 Syndicated at an Investment Rate of 99.99% at a Price of $ 0.8775 F 092 $ 0.75
Equals Tax Credit Equity Proceeds $ 16,513,542
'total Tax Credit Financing
Permanent Loan
City Land Loan
City Impact Fee Loan
City Capital Loan
Other
Other
Financing Shortfall 1(Overage)
Max. HOME - No Davis Bacon
Max. HOME Units 1 1
Ratio to Tot. Units 18.33%
Tot. Project Costs $ 21,363,542
HOME Loan $ 3,915,937
Rev. 5/ 12/ 19
$ 21,303.542
77.30%
$ (16,513,542)
10.06%
$
(2,150,000)
3,28%
$
(700,000)
3.27%
$
(698,291)
6.09%
$
(1,301,719)
0.00%
$
0.00%
$
0.00%
$
-
HOME Units l # i Max. Subsidy l Subsidy by Type j Total Limit 1-Bedroom 1 $ 161,738 $ 161,738 $ 809,515
2-Bedroom 2 $ 196,673 $ 393,346 Loan Amount
3-Bedroom I $ 254,431 $ 254,431 $
4-Bedroom 0 1 $ - $ - 1 0.IC
Compliance with LIHTC Eligible Basis Limits
Riverside
Unit
Number
County Basis
Size
I of Units
Limits
Totals
1 7 $ 239,415
$
1,675,905
2 32 $ 288,800
$
9,241,600
3 21 $ 369,664
$
7,762,944
4 0 $
$
Base Limit
$
18.680,449
Base Limit Pius Adjustments
$
20,100,092
Requested Eligible Basis
$
17,708,947
I L8962N
s, Below I (Above) Cost Limit
Construction Financing
Tax Credit Financing
$ 3,302,708
City Land Loan
$ 700,000
City Impact Fee Loan
$ 698,281
City Capital Loan
$ 1,301.719
Other
$ -
Other
$
Deferred Costs
$ 163,496
eferred Contractor Profit
$ -
W
eferred Developer Fee
$ 2,000,000
onstruction Loan
$ 13,197,339
Total Proiect Costs
5 21,363,54?
OPERA TING & LOAN DETAILS
Project: Fine Creek Apts. I Location: Temecula, CA Rev. 5/12/19 TCACAMI Number Avg. Unit Gross Urilin, Net Monlhly Annual Type Rent Level of Units 5g. Ft. Rent Allowance Rent Totals Totals 1 BRl i BA-CRL
I BRA BA
I BR11 BA-CRL
I BR/ I BA-CRL
26RA BA
2BRJ1 BA-CRL
2BRI1 BA
2BRI1 BA
3BR12BA
313R12BA-CRL(1 j
3BR12BA
3BR12BA
4BR12BA
4BR12BA
4BRJ2BA
4BR12BA
3BR12BA
30%
3 660
404
60 344
1,032
12,384
40%
1 660
539
60 479
479
5,748
50%
1 660
673
60 613
613
7,356
60%
2 660
808
60 748
1,496
17,952
30%
9 880
485
79 406
3,654
43,848
40%
3 890
647
79 568
1,704
20,448
50010
3 880
808
79 729
2,187
26,244
60%
17 880
970
79 891
15,147
181,764
30%
6 1,050
560
98 462
2,772
33,264
40%
2 1,050
747
98 649
1,298
15,576
50%
2 1,050
933
98 835
1,670
20,040
60%
10 1,050
1,120
98 1,022
10,220
122,640
30%
0 0
0 0
0 0
0 40%
0 0
0 0
0 0
0 50%
0 0
0 0
0 0
0 60%
it
0 0
0 0
0 0
Manager's
1 1,050
0 0
0 0
0 oral Units & 5q. Ft. 60 54,830 % of Sy. Ft. °/o of Units `ommuntiy Facilities 1,650 Affordable Affordable
otal Prnject 5 . F[. 56,480 I ()0,()0° o i 00,00'T
Operating Deficit Guarantee
10°/0 of E'rrm.
Year 1 O . I- x ..
L215'000.
307,500
Guarantee S 307,500
Replacement Reser-,•es
Standard/Unit S 250
UMR Min/Unit S 600
Reserve 1 Unit $ 2S0
Project Unit Mix
Unit Type
Number
% of Total
1 Bdrm.11 Bat1t,
I 1.67%
2 Bdrm./l Bath.
53.33%
3 Rdnn.l2 Bath.
35.00°/
4 Bdrm.12 Bath.
{1
0.00%
'I otals
6(l
100.00°/°
Total Annual Rental Income
Other Income
Laundry IUnitlYear $ JOG
Tenant Charges & Interest IUnWYear $ 50
Total Annual Other Income
Total Annual Potential Gross Income
Vacancy & Collection Loss 5°/0
Annual Effective Gross Income
Average Affordability
Unit
F'actt�r
30%
I K
30.51"0
0.09 40%
6 10.17%
0.04 50%
60%
6 29
10.17%
49.15° �
0.05 0.29
Average Affordability =1
=0/6
FF-$ 42,272 $ 507,264
$ 507,264
S 6,000
c 13 nnn
3 9,UUU
$ 5'16,264
c 915c 0111"
? A^A ACA
OPERA TING & LOAN DETAILS (continued)
Project: Vine Creek Apts. 11
ANNUAL EXPENSES
Real Estate Taxes & Special Assessments
State Taxes
Insurance
Licenses
Fuel & Gas
Electricity
Water & Sewer
Trash Removal
Pest Control
Building & Maintenance Repairs
Building & Maintenance Supplies
Supportive Services
Annual Issuer & Trustee Fees
Gardening & Landscaping
Management Fee
On -Site Manager(s)
Other Payroll
Manager's Unit Expense
Cleaning Supplies
Benefits
Payroll Taxes & Work Camp
Advertising
Telephone
Legal & Accounting
Operating Reserves
Office Supplies & Expense
Miscellaneous Administrative
Replacement Reserves
Annual Expenses - Per Unit & Total
Annual Net Operating Income - Per Unit & Total
PERMANENT DEBT ANAL YSIS
Cap Rate
Loan -To- Value Restriction
Debt Service Coverage
Loan Amount
Constant
Interest Rate
Amortization Period in Years
Annual Debt Service
Annual Cash Flow
Loan Selection
Location: Femecula, CA Rev. 5.12119
% of Annual
EGI
% of Total
Operating Exp.
Per Unit
Total
0.98%
1.56%
$
80.00 $
4,800
0.16%
0.26%
$
13.00 $
800
2.45%
3.90%
$
200.00
$
12,000
0.07%
0.11%
$
6.00 $
350
0.16%
0.25%
$
13.00 $
800
1.26%
2.00%
$
103.00
$
6,200
7.52%
12.00%
$
615.00
S
36,900
3.14%
5.00%
S
256.00
$
15,400
0.22%
0.36%
$
18.00 $
1,100
7.52%
12.00%
S
615.00
$
36,900
3.77%
6.00%
$
308.00
$
18,500
3.67%
5.85%
S
300.00
S
18,000
0.00%
0.00%
$
-
$
-
3.77%
6.00%
$
308.00
$
18,500
6.00%
9.40%
$
482.00
$
28,900
5.87%
9.37%
S
480.00
$
28,800
5.02%
8,00%
$
410.00
$
24,600
0.00%
0.000/0
$
-
$
0.63%
1.00%
$
51.00 $
3,100
0.41%
0.65%
$
33.00 $
2,000
2.51 %
4.00%
$
205.00
$
12,300
0.94%
1.50%
$
77.00 $
4,600
0.31 %
0.49%
$
25.00 $
1,500
1.22%
1.95%
$
100.00
$
6,000
0,00%
0.000/0
$
-
$
0.31%
0.49%
$
25.00 $
1,500
1.82%
2.99%
$
152.00
$
8,950
3.06%
4.88%
$
250.00
$
15,000
$ 5,125 $ 307,500
$ 3,049 $ 182,951
LTV Restricted Loan Amounts
DSC Ratio Restricted Loan Amounts
8.500°jo
9.000%
9.500%
**
**
Fired Loan
90%
90%
90%
**
**
Amount
1.25 1.39
1.47 1.55
I. i 5
l .20
S 1.937,128
S 1,829,510
1 $ 1,733,22011$
2,334.902
1 $ 2,237,615
S 2.15il.im(]
**11**11**11
O.068 1351
0.0681351
0.068135
5.5000/',,
5.500%
5.500%
5.500%
5.500%
5.500%
30 30
30 30
30 30
S 131,986
$ 124,653
$ 118,09_1
S 159,098
$ 152,459
$ 146,484
$ 50,965
S 58,298
$ 64,851)
S 23,863
$ 30.49'_
$ 36,467
x
Vine Creek Apts. Temecula, CA Rev- 511219
Multi -Year Stabilized OperatinL; 11ro-Forma
RENTAL INCOME
% AMT
Nei Rem
Unit - Yciu 1
No, of
Units
Annual
Increase
Year
1 Year
2 Year
3 Year
4 Year
5 1 BR.rI BA -CAL
Xri�
344
2.5%
12,384
12,694
13,011
13,336
13.670
1 BR/ I BA
4(%
471)
1 2.5%
5,748
5,992
6,039
6,190
fi,345
I BR: I BA-CRL
50014
613
1 2.5v0
7,356
7,540
7,728
7,922
8.120
1 BRI I BA-CRL
60%
748
2 2,5%
17,952
18,401
18,861
19,332
19,81(1
2BR11 BA
3D%
406
9 1 2,5!0
43.848
44,944
46,068
47,220
48,400
.8PUIBA-CRL
40%
569
3 2,5%
20,448
20,959
21A83
22,020
22,571
2BR/IBA
50%
729
3 2.5%
1 26,244
26,900
27,573
28,262
28,968
213R'IBA
60%
891
17 2,5%
181,764
186,308
190,%6
195,740
200,633
3BR 2BA
300/
462
6 15%
33,264
34,096
34,948
35,822
36,717
36R.211A-CRLf l j
400%
649
2 2.59a
15,576
15,965
16,365
16774
17,193
35R 2BA
504/0
835
2 2.5%
20,040
20,541
21,055
21,581
22,120
313R;214A
60%
1.022
10 2.5%
122,640
125,706
129,849
132,070
135,372
4BR'2BA
300/0
0 0
2.5%
4BR.-2BA
401/0
0 0
15%
4BR 2DA
50%
0 0
2.5%
4BR 2BA
60%
0 0
15%
3BR'2BA
Managers
0 1
7.5%
TOT AI.RFNTAT.INCOME
60 507,264
519946
532,944
546.268
559,925
(II I11 R IN( ONil
Units
no
:.,i I
,
Year-3
Year-4
�ar-5
Laund
60 (WOO
f+,150
6004
6.461
6,623
Tenant Charges & Intcresl
60 3,DW
3.075
3,152
3,231
3,311
1 f 1'Ik1 I11 11f It I \( r 1Nf l•:
9,000
9,225
9,456
1 9,692
9,934
MI r1 t 1 I ti [ t I \ 11
51 S 264
529,171
542,400
555,960
$69,859
�.I •..i:
(25.9111
126,459)
(27,120)
(27748)
(29.493)
4911.451
5112.112
515,280
521i.16'
541.366
mo
OPERATING EXPEtiSES PerUmt -Yr, l
%EGT
Tncr.Nr
,a-1
1 _: i-2
Year-3
lciir-4
Yiw-5
Advertising
3 77
0,96;
3.p
4.600
4,761
4,928
5,100
5-79
Legal
$ 33
0.4%
3.591,
2,000
2.070
2,142
2.217
2.295
Accountin Audit
$ 67
0.80o
3,5%
4.000
4,140
4,285
4.435
4,5140
Security
S
00,p.,
3.5%
-
Other: Tel hone. Office Expense. Misr.
S 199
2.4%
1 3.5%
11,950
12368
12,801
13,249
13,713
Management Fee
S 492
5.9%
1 3.5 /
28,900
29,912
30,958
32,042
33,163
Fuel
S 3
0.00/
3.5%
200
207
214
222
230
Gas
S 10
0.1%
3.5%
600
621
643
665
689
Electricity
S 103
1.3%
3.5°i
6.200
6,417
6,642
6,874
7,115
Water/Sewer
S 615
7.5%
3,5%
36000
1 38,192
39,528
40,912
42,344
On -Site Manager
S 490
5.9%
3,5%
28,800
29,808
30,851
31,931
33,049
Maimenance Persannei
S 410
5,0-"
3.P,o
24,600
25,461
26,352
27,274
28,229
Other: Payroll Taxes, Work Comp. Benefits
S 238
2.9%
3,5%
14.300
14,801
15,319
15,855
16,410
Insurance
S 200
2.4%
3.5°1.
12,000
12.420
12,855
13,305
13,770
Painting
S 50
0.60/6
3.5%
3.000
3,105
3.214
3.326
3.443
Repaim
S 565
6.90Nb
3.5%
33,900
35,087
36,315
37,586
38,901
Trash Removal
S 257
3.1%
3,5%k
15,400
1 15,939
16,497
17,074
17,672
Exterminating
S 18
0,2%
3,5%
IA00
1,139
1,178
1,220
1,262
Grounds
S 308
3.8%
3,5%
18,500
19,148
19,818
20,511
21,229
Elevator
S
0.0%
3,50/v
-
Other: C'Ieanin • & Building Su lies
S 360
4.4%
3.5%
21,600
22,356
23,139
23.948
24.786
Other: Licenses
S 6
0.1°�
3,5%
350
362
375
398
402
Other: State Tax
S 13
0,2%
3,5%
800
929
857
897
919
Other:
S
0,0°'v
3,5%
Other:
S
0.0°0
3,5%
Other:
$
0.00,•o
3.5%
-
TOTAL OPERATING EXPENSES
S 4,495
269,700
279,140
288.909
299,U21
309.487
Internet Expense
5 0,000
3.5%
Service Amenities
5 300
3.7%
3.5%
19,000
18,630
19,292
19,957
20,655
Reserve for Replacement
S 250
3.1%
1 02i,
I5,000
1 15,000
15,000
15.00D
15.0V0
Real Estate Taxes
S 80
1.00/0
2,0";
4.K00
1 4,896
4,994
5,094
5.196
TOTAL. EXPENSES, TAXES & RESERVES
S 5,125
307,500
?17.666
328.195
339,072
350,338
('still I I.MA NVAILABI I I'(M 1) 1' l[ 1:
182'"1
INS.041t,
187,1195
I89dM11
110.112.8
REST SERVICE & OTHER DISTRIBI i IONS
Luan AmuunI
fear -I
Year-2
Ycar-3
Ycar-4
5 Permanent Lmn Hard
S 2.150.0IHt
146.484
146.484
146.494
146,484
1 •ir,,4k4
Other NA
S
-
Asset Management Fees Sat
5 11,00U
11000
11,000
11.000
11,000
1 1.000
Other Sot
S
-
City Land Loan So i
5 7D0 000
3,301
1.573
3,838
4,097
4,348
City Impact Fee Loan Sot
S 698.2h 1
3.293
3,564
3,829
4,087
4,338
CiIX Capital Loan Sot
5 1,301.-P)
6,139
6.644
7,138
7,619
8,086
Other Safi
S
-
ANNC'AL NET CASH FLOR
12,734
13,791
14,805
15,803
16,772
Deferred De%. Fee Balanct Intvrett Rate:
0.00'0
-
-
-
Dehr Service Coverage Raiiu on Bard Itch
1.25 1 1.26
1 1.28
1.29 1.30
Vine Creek Apts. Temecula, CA
Multi -Year Stabilized Operating Pro -Forma
RENTAL INCOME
% AM]
?vet Rent a
Unit - Year 1
No, of
Units
Annual
Increase
Year
6 Year
7 Year
8 Year
9 Year
10 1 BR/ I BA-CRL
30%
344
3 2.5° it
14,011
14.362
14,721
15,089
15,466
1BR! IBA
4001.
479
1 2.5°6
6,503
6.666
6,833
7,003
7,178
1 RR: I BA-['RL
5001-u
613
1 2.5%
8,323
8,531
8,744
8,963
9,187
1BRIIBA-CRL
60°ri
749
2 2.5%
20,311
20,819
21.339
21,973
22,420
2BFUIBA
30%
406
9 1 2.5%
49,610
1 50,830
52,121
53.425
1 54.760
2BRJIBA-CRL
400/6
568
3 2.5%
23,135
23,713
24.306
24,914
25.537
2BWIBA
50010
729
3 2.5%
29,693
30,435
3 1. 196
31,976
32,775
2BRi I BA
600/
891
17 2.5%
205.649
210.791
216,060
221,462
226.499
3BR12BA
309/i
462
6 2.5%
37.635
38,576
39,540
40.529
41.542
3BRJ2BA-CRL(I)
40%
649
2 2.5%
17.623
18.063
18,515
18,978
19.452
3BR12BA
50%
835
2 2.5%
22,673
23.240
23,821
24.417
25,027
3BR12BA
60%
1.022
10 1 2.5%
138,756
1 142.225
145,780
149.425
1 153,161
4BRJ20A
30%
0 ❑
1 2.5%
4BR12BA
400o
S7
0 2.51!,o
4DR12DA
50%
0 0
2.5%
4BR 26A
60%
0 0
2.5%
3131L2BA
manager's
0 1
2.5%
TOTAL RF , I �1. I\( WIE
60 573.923
588.271
602.977
618,052
633,503
OTIll i{ I\t (INIE
Units
1ncr.'Yr
Year-6
7ear-7
fear-8
Yem-9
Year-10
LaWndly
60 25°L
6.798
61958
7,132
7,310
7,493
Tenant Charges & lnteresl
60 2.5%
3,394
3,479
3,566
3,655
3,747
TOTAL OTHER INCOME
10.183
10,437
10,698
10.966
11,240
TOTAL INCOME
584,105
598,708
613,676
629,018
644,743
Less Vacanev Allowance
5%
(29.2051
(29.935)
130.684)
131.451)
(32,237)
(. W p'ti - l ti [ f r11 F.
^ 5 3'N}u
zz68,.773
582,992
597,567
612,506
c 11'LRATING EXPENSES
Per Unit - Yr. l
%EGI
lnrr 1 :
)'ear-7
Year-8
7ea1-9
77-10
Qvvrtising
5 77
0.9eo
-.•1n+
5.655
5.852
6.057
6.269
Legal
5 33
0.41i�
3.5°r,
_',375
2,459
2.545
2,634
2,726
Accountin •'Audit
5 67
0.84%,
3.53,
4.751
4.917
5.089
5,267
5A52
Security
S
0.0%
3.5" 6
-
-
Other: Telephone, Office Expense, Misc.
S 199
2,40%
3.5"i
14,193
14,690
15,204
15,736
16,287
Management Fee
5 482
5.90i
3.51,0
34,324
35,525
36,769
39,056
39,388
Fuel
$ 3
0.00/
3.5%
239
246
254
263
273
Gas
S 10
0.1%
3.5%
713
1 738
763
790
1 818
Electricity
S 103
1.390
3.5"0
7.304
7,621
7,988
8,164
9,450
Water/'Sewer
S 615
7.S%
3.5%
43,826
45,360
46.947
4&390
50.291
On -Sire Manager
S 480
5.9°16
3.5%
34.205
35,403
36,642
37,924
39,251
Mainit!nance Personnel
S 410
5.0%
3.5%
29.217
30,240
31,298
32394
33,527
Other: Payroll Taxes. Work Comp. Benefits
5 238
2.9 ro
3.5%
16.984
17,579
18,194
18,930
19,489
Insurance
S 200
2.4%
3.5"e
14,252
14,751
I5,267
15,802
16,355
-Painting
S 50
0.6%
3.5%
3,563
1 3,688
3.817
3,950
1 4,OR9
Repairs
S 565
6.9%
3.5%
40,263
41,672
43,130
44,640
46,202
Trash Removal
S 257
3.1 0
3.5%
18.290
18.931
19,593
20,279
20,989
Exterminating
5 18
01%
3.5%
1,306
1,352
1.400
1.448
1.499
Grounds
5 308
3.8%
3.5%
21,972
22,741
23,537
24,361
25,214
Elevator
S
0.00/0
3.5 /o
-
-
-
Other: CIcan in . & BuiIding Svpplies
5 360
4A%
3.5%
25,654
26,552
27,481
28,443
29.439
Other: Licenses
5 6
0.1%
3.5%
416
1 430
445
461
477
Other: State Tax
S 13
0.2%
3.5%
v50
983
1.019
1.053
1,090
Other:
5 0.0%
3.5°. o
-
Other:
S
0.0% 1
3.5" o
(Xhcr
S
0.0%
3.55. TOTAL OPERATING EXPENSES
5 4A"
320.319
331,460
343,134
355,143
367,573
Interact Expcwse
5'
0.0%
3.5°:
Service Amenities
S 300
3.7°,
3.5°c
21.378
22.1'_7
22,901
23,7[}3
24,532
Reserve for Rmlacemrnt
S 250
3.1°i
0.0%
15,M)0
15,000
15.000
15.OW
15,000
Real Estate I:i%.+
S 80
1.0%
2,0"•.
5.300
5.406
5.514
5.624
5.736
TOTAL EXIT USES, TAXES & RESERVES
5 5,125
1 361.997
374.062
396,54R
399,470
412,942
CASH FLON% II % I t I I I [lI 1)1111 1,1 R I[ E
192.903
194."11
10644.1
199.097
194.t,64
DEBT SERVICE & 01I1I=R DISI RIBUI-IONS
Loan Amount
Year-6
fear-7
Year-8
1•ear-9
Year-10
Permanent Loan Hard
S 2,150.000
146,484
146.484
146,484
146.494
146,494
Other NA
5 Asset Mana •ement Fcca So i
S 11,000
I l ,f1(10
11,000
1 i,000
11,(1(1U
11,000
Outer Snli
S
City Land Loan Spj i
S 700,000
4,591
4,826
51050
5,265
5,468
City Impact Fee Loan Sn i
5 698,N 1
4,590
4,814
5.038
5,252
5.454
Cit •Capita I Loan Snli
5 1.301.719
8,538
8,474
9.391
9,790
1 10,168
Other So i
5 ANNJ' Al..L'F.T CASH FLON
17,710
18,613
19,4811
211,306
2 L11941
Deferred ❑et. Fee Balanrt lulcrr•st Rate:
0.00%
-
-
-
-
Ileht Scr,6ice Coverage Rat in on Ilard Dili
1.32 1.33
1.34 1.35
i.31i
Vine Creek Apts. Temecula, CA
Multi -Year Stabilized Oneratine Pro -Forma
RENTAL INCOME
% AMI
Net Rent /
Unit - Year I
No. of
['hills
Annual
Increase
Year
11 Year
12 Year
0 Year
14 Year
15 1BRIIBA-CRL
30%
344
?
2.511,
15,853
16,249
16,655
17,071
17,499
1BRABA
40%
479
1 2.5%
7,358
7,542
7,730
7,924
8.122
1 HR. I BA-CRL
501.0
613
1 2.5%
9,416
),652
9.893
10,140
10,394
1BRI[BA-CRL
6w/4
748
2 2.5%
22,980
23,555
24,143
24,747
25.366
2BRIIBA
300/6
406
9 2.5%
56,129
57,532
58,971
60,445
61,956
2BR/IBA-CRL
409•'b
568
3 2.5%
26,175
26,930
27,500
28,198
28.892
2BRABA
50%
729
3 2.5%
33.595
34,434
35,295
36,179
37,082
2BR IBA
6000
891
17 2.5%
232.(,73
238.490
244.452
250,564
256.829
3BR/28A
300/0
462
6 2.5%
42,581
43,645
44,736
45,855
47,00)
3BR/2BA-CRL Il
40%
649
2 2.5%
19,939
20,437
20,948
21,472
22,009
3BR/2BA
50%
835
2 1 2.5%
25.653
26,294
26,952
27,625.
28.316
3BR/2BA
W/0
1,022
10 1 2.5%
156,990
160,914
164,937
169.061 1
173,297
4BR,'2BA
30%i,
0 0
2.5°
4BR/2BA
400/6
0 0
2.5%
4BR!2BA
5M
0 0
2.5%
4BR.2BA
600/4
0 0
2.5%
3BRf2BA
Manages
0 1
2.5%
TOTA1. RF\ l Ni. INCOME
60 649,341
665,574
682,214
699,269
716,751
[YI111 k Iti[ ())It:
Units
lnct-Nr.
Year- I1
Year-12
Year•1 ,
fear-14
Year-15
1.aundr
60 2_5%
7,681
7.873
8,069
9.271
9,478
Tenant Charges& Interest
60 2.5%
3.840
3.936
4,035
4,136
4,239
TOTAL OTHER INCOME
11,521
11.111M
12,104
12,407
12,717
TOTAL INCOME
660,862
67 .+y
694,318
711,676
729,468
I-ess Vacancy Allowance
51�
(33,043)
[33.xt••t+
(34.716)
(15,5941
(36.473)
GROSS INCOME
627,819
643,514
654.602
676,1192
02,995
OPERATING EXPENSES Per Unit - Yr. I
%EGI
]ncr. )l
)-ear-I I
Year-12
Y ear-13
fear-14
f71.17
Advertising
s 77
0.9%
3.5,
6,489
6.716
6.951
7,194
7,446
Legal
S 33
0.4°!
3.5%
2,821
2,920
3,022
3,128
3.237
Accountm 'Audit
S 67
0.8%
3.5%
5.642
5,840
6.044
6.256
6,475
Security
5 0.0%
3.5%
-
Other: Telephone. Office Expense, Misc.
S 199
2.4%
1 3.5%
16,857
17,447
]8,057
18,689
19,343
Management Fee
S 482
5.94/o
3.5%
40.766
42.193
43.670
45,198
46,780
Fuel
S 3
0,0%
3.5%
282
292
302
313
324
Gas
S 10
0.110
3,3%
846
876
907
938
971
Electricity
S 103
1.3%
3 5%
8,746
9,052
9.369
9.697
10436
WaterSewer
S 60
7.5%
3.5%
52,051
53,873
55.758
57,710
39.730
On-Si[e Managcr
S 480
5.9%
3.5%
40.625
1 42.047
43 519
45,042
46,618
Maintenance Personnel
S 410
5.0%
1 3.5%
34,701
35,915
37,172
38,473
39,820
Other: Payroll Taxes, Work Comp. Benefits
S 238
2.9%
3.5%
20.172
20.878
21.608
22.365
23,147
Insurance
S 200
2.4%
3.5%u
16,927
17.520
18,133
18,767
19,424
Painting
S 50
0.6%
3.5%
4,232
4.380
4,533
4,692
4.856
Repairs
S 565
6.9%
3.5%
47.919
49.493
51,225
53.018
54,874
Trash Removal
S 257
3.1°/
3.5%
21,723
22.494
23.270
24,085
24,92.8
Exterminating
S IS
0.2%
3.5%
1,552
1 1.606
1,662
1.720
1,781
Grounds
S 308
3.8%%
1 3.5%
26,096
27.009
27,955
28,933
29,946
Elevator
S -
0.0%
3.5%
Other: Cleaning & Building Supplies
S 360
4.4%
3,5%
30,469
31,535
32.639
33.781
34.964
Other: Licenses
S 6
0.1%
3.5%
494
511
529
547
567
Other: Slate Tax
$ 13
0.2%
3 5%
1,128
1A68
1.209
1,251
1.295
Other:
S
0.0%
3.5%
-
Olher:
S
0.0%
3.59'o
Othcr:
S
OA%
35%
TOTAL OPERATING EXPENSES
$ 4.495
380,438
393.754
407,535
421,799
436,562
Internet Expense
5 0.0%
3.5%
-
Service Amenities
S 300
3.7%
3.5°I
25.391
26.279
27.i99
28,151
29,137
Reserve for Replacement
S 250
3.1%
0.0%
15,000
15,000
15,000
15.000
1501(1
Real Estate Taxes
S 80
1.0%
2.0%
5,851
5.968
6,088
r,,209
6.333
TOTAL EXPENSES. TAXES & RF:SI RI
$ 5,125
426.680
44101
455,822
471,159
487.012
CAS II11. 1).)II.IBI I:101Z I11:1;1 "I.R 1[ F
_rlll,i38
2112.1�11
2113:?x11
204,932
2115.963
MIFF SER1 ICE & OTHER NTT R I It i TIONS
Loan Amount
Ycar-I I
)'car-12
Year- I3
!'car-14
Ycar-IS
Permanent Loan !lard
$ 1150.000
146,484
146.484
146,484
146AK4
146.484
Other ti.4
S
Asset Management Fees So r
S 11,000
11,00[I
11,000
11.000
1 LWI
11.000
Other So r
5 Cit • Land Loan So f
S 700,000
5,659
5,837
6,001
6,151
6.284
Cal Impact Fee Loan Safi
S 698,281
5.645
5,823
5,987
6,136
6.269
City Capital Loan So i
5 1.301,719
10.523
1055
11,160
11,438
1106
Other Soft
S
-
-
ANNUAL NET CASH FLOW
21,827
22,514
23.148
23,724
24,239
Deferred Dev. Fee Balanct Interest Rate:
0.00 %
-
-
Debt Service Coverage Ratio on Hard Deb
1 1.37
1 18
1.39 1,40
1.41 TEMECULA REDEVELOPMENT PROJECT
TEMECULA, CALIFORNIA
SUMMARY REPORT PERTAINING TO THE PROPOSED SALE
OF CERTAIN PROPERTY WITHIN THE
REDEVELOPMENT PROJECT AREA
California Community Redevelopment Law
Section 33433
PURSUANT TO THE SECOND AMENDMENT TO THE
DISPOSITION AND DEVELOPMENT AGREEMENT
BY AND BETWEEN
THE CITY OF TEMECULA
AND
TEMECULA PACIFIC ASSOCIATES, L.P.
Temecula, California
November 2022
TABLE OF CONTENTS
I. Introduction ..........
Page
...................... 1
Costs of the Agreement to the City..................................................................................................... 5 III. Estimated Value of the Interest to be Conveyed at the Highest and Best Use Permitted Under the RedevelopmentPlan........................................................................................................................... 6 IV. Estimated Value of the Interest to be Conveyed at the Use and with the Conditions, Covenants, and Development Costs Required by the Agreement........................................................................ 7 V. Compensation which the Developer will be Required to Pay........................................................... 10 VI. Explanation of the Difference, if any, between the Compensation to be Paid to the City by the Proposed Transaction and the Fair Market Value of the Interest to be Conveyed at the Highest and Best Use Consistent with the Redevelopment Plan.......................................................................... 11 VII. Explanation of Why the Sale of the City Property will Assist with the Elimination of Blight ............ 12 Vill. Limiting Conditions............................................................................................................................ 13
I. INTRODUCTION
A. Purpose of Report
This Summary Report was prepared in accordance with Section 33433 of the California Community Redevelopment Law in order to inform the City of Temecula (City) and the public about the proposed Disposition and Development Agreement (Agreement) between the City and Temecula Pacific Associates, L.P. (Developer).
As background, the City and Developer entered into a Disposition and Development Agreement in June 2019 (Original Agreement) to provide for the construction of 60 residential apartment units (Project) on 2.27 acres of land (Site) located on Pujol Street in Temecula, California. The Site is comprised of the following:
Description Total Land Area
Developer Property 1.72 Acres
City Property O.SS Acres
Total 2.27 Acres
The Project will be three stories and affordable to households at Extremely Low-, Very Low-, and Low -Income levels. The Original Agreement provided for City loans totaling $2,710,000. In February 2022, the City and Developer are entered into a Second Amendment to the Disposition and Development Agreement to increase the City Loans to $6,710,000.
The Developer has secured an additional public funding source from the County of Riverside (County). The City and Developer are proposing to enter into a Third Amendment to the Disposition and Development Agreement to revise the percentage split of residual receipts to account for the new loan from the County.
This Report describes and specifies:
1. The costs to be incurred by the City under the Second Amendment to the Disposition and Development Agreement (Agreement);
2. The estimated value of the interest to be conveyed by the City to the Developer at the highest and best use permitted under the Redevelopment Plan;
3. The estimated value of the interest to be conveyed at the proposed use and with the conditions, covenants, and development costs pursuant to the proposed Agreement; Section 33433 Summary Report Page 1
Vine Creek Apartments
22103 ka I
19454.049.010
4. The compensation to be paid to the City pursuant to the proposed transaction;
5. An explanation of the difference, if any, between the compensation to be paid to the City under the proposed transaction, and the fair market value at the highest and best use consistent with the Redevelopment Plan; and
6. An explanation of why the conveyance of the interest will assist with the elimination of blight.
B. Summary of Findings
The City engaged its economic consultant, Keyser Marston Associates, Inc. (KMA), to analyze the financial terms contained in the proposed Agreement. KMA reviewed the draft Agreement under discussion between the City and the Developer as of the date of this Report. The KMA conclusions are summarized as follows:
• The estimated costs of the Agreements to the City total $6,564,000. • The estimated fair market value of the interest to be conveyed at its highest and best use is $706,000.
• The estimated fair re -use value of the interest to be conveyed is negative $6,000,000. • The estimated value of the compensation to be received by the City is negative $5,700,000.
C. Description of Area and Proposed Project
Old Town Temecula was founded in the 1880s and is considered the heart of Temecula. The Old Town area is characterized as a unique and historic environment with a distinct western theme that is present in its streetscape and architecture. The historic neighborhood offers its residents and tourists a variety of specialty shopping, dining, and entertainment uses.
Table 1 describes the physical characteristics of the proposed Project. The proposed Project will contain three (3) stories of residential development featuring 60 apartments. The apartments comprise seven (7) one bedroom, 32 two bedroom, and 21 three bedroom units with an overall average size of 914 SF. Fifty-nine (59) units will be affordable to Extremely Low-, Very Low-, and Low - Income households earning between 30% and 80% of Area Median Income (AMI).
Section 33433 Summary Report Page 2
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D. Proposed Transaction Terms
This section summarizes the salient aspects of the business terms contained in the proposed Agreement.
• The City will convey fee simple title for the City Property to the Developer for a purchase price of $710,000 (Purchase Price).
• The Developer will construct 59 residential units, affordable to Extremely Low-, Very Low-, and Low-income households, and one (1) manager unit.
• It is the responsibility of the Developer to ensure that applicable City zoning and land use requirements will permit development of the proposed Project. • The Developer will be responsible for all development costs, including site preparation, grading, and construction of the Project, and off -site improvements. • It is the responsibility of the Developer to conform to all applicable Federal and State labor laws including requirements, if any, to pay prevailing wages. • The Developer has secured funds from the California Debt Limit Allocation Committee (CDLAC) for a tax-exempt bond and 4% Low Income Housing Tax Credits (LIHTCs). • Close of Escrow shall occur within seven (7) months after award of tax credits, but not later than July 1, 2025.
• The City will contribute up to a total of $6,710,000 toward the Project, in the form of three (3) residual receipts loans (City Loans), as follows:
Description
Amount
Deferred Fee Loan
$698,281
Permanent Loan
$5,301,719
Purchase Money Loan
$710,000
Total City Loans
$6,710,000
• The City Loans will bear a simple annual interest rate of 3% commencing on the date of disbursement.
Section 33433 Summary Report Page 3
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• The City will receive its pro rata amount of 50% of the public agencies' share of residual receipts toward repayment of the City Loans. Payments will be made first to pay down the Deferred Fee Loan. Upon repayment of the Deferred Fee Loan, pro rata payments will be made to pay down the Purchase Money Loan and the Permanent Loan.
• Affordability restrictions on the Project will remain in effect for a term of 55 years.
Section 33433 Summary Report Page 4
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II. COSTS OF THE AGREEMENT TO THE CITY
The estimated costs of the Agreement total $6,564,000, reflecting all costs incurred by the City.
These costs include the following items:
City Costs
Amount
Original Acquisition Cost (1)
$484,000
Third Party Costs (2)
$80,000
Subtotal
$564,000
Add: City Loans
$6,710,000
(Less) Purchase Price received for City Property
($710,000)
Total City Costs
$6,564,000
(1) Per City; reflects estimated purchase price in November 1999 based on per -SF purchase price of a portion of the City Property.
(2) Gross estimate; includes legal and economic consultants.
Section 33433 Summary Report Page 5
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III. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED AT THE HIGHEST AND BEST USE
PERMITTED UNDER THE REDEVELOPMENT PLAN
This section presents an analysis of the fair market value of the City Property at its highest and best use. In appraisal terminology, the highest and best use is that use of the City Property that generates the highest property value and is physically possible, financially feasible, and legally permitted.
Therefore, value at highest and best use is based solely on the value created and not on whether or not that use carries out the redevelopment goals and policies for the City.
The City Property is currently zoned SP-5, Old Town Specific Plan. This zoning allows for neighborhood residential use. The multi -family density allowed under this zoning is 35 units/acre.
The City contracted with Perdue Russell & Matthies Real Estate for an appraisal of the City Property.
The appraiser estimated the current market value of the City Property as of October 14, 2022. The appraisal does not consider the specific conditions, covenants, and restrictions contained within the Agreement. As such, the appraiser concluded the fee simple market value of the City Property, as is vacant, to be $706,000. This land value translates to $30 per SF.
KMA conducted surveys of Old Town multi -family and mixed -use land sales and multi -family land sales throughout the Temecula Valley. The Old Town Specific Plan is a unique planning and regulatory document, and therefore it is difficult to adjust comparable sales from elsewhere in the Temecula Valley. The appraiser's estimate of value for the City Property reflects the upper end of the KMA surveyed comparables. Many of the surveyed comparable sales are inferior to the City Property with respect to location, configuration, and/or prevailing market conditions at time of sale, suggesting that significant upward adjustments are warranted.
Cnnr1w;inn
In view of the above considerations, KMA concurs with the appraiser's conclusion of value for the City Property of $30 per SF. On this basis, then, KMA finds that the fair market value of the City Property at its highest and best use is $706,000.
Section 33433 Summary Report Page 6
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IV. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED AT THE USE AND WITH THE
CONDITIONS, COVENANTS, AND DEVELOPMENT COSTS REQUIRED BY THE AGREEMENT This section explains the principal conditions and covenants which the Developer of the interest to be conveyed must meet in order to comply with the Agreement. The Agreement contains specific covenants and conditions designed to ensure that the conveyance of the City Property will be carried out in a manner to achieve the City's objectives, standards, and criteria under the Redevelopment Plan. Based on a detailed financial feasibility analysis of the Project, KMA concludes that the fair re- use value of the interest to be conveyed is negative $6,000,000.
KMA estimated the re -use value of the interest to be conveyed based on the anticipated income characteristics of the proposed Project. Re -use value is defined as the highest price in terms of cash or its equivalent which a property or development right is expected to bring for a specified use in a competitive open market, subject to the covenants, conditions, and restrictions imposed by the Agreement.
KMA reviewed and analyzed the financial pro forma submitted by the Developer for the Project.
Tables 2 through 4 present the KMA residual value analysis for the proposed Project.
Estimated Development Costs
Table 2 summarizes estimated development costs for the Project.
Total development costs for the Project, excluding City Property land acquisition, are estimated at $35,858,000, or $635 per SF Gross Building Area (GBA), which equates to approximately $598,000 per dwelling unit. Total development costs consist of the following:
• Direct construction costs, such as off -site improvements; on -site improvements; parking; shell construction; furniture, fixtures, and equipment (FF&E); and contingency. The total direct costs are estimated to be $24,000,0000, or $425 per SF GBA. The estimate of direct costs does not assume the payment of prevailing wages.
• Indirect costs, such as architecture and engineering, permits and fees, legal and accounting, taxes and insurance, developer fee, marketing/lease-up, and contingency. These are estimated to be $7,423,000, or 30.9% of direct costs.
• Financing costs, including loan fees, interest during construction/lease-up, title/recording/escrow fees, Tax Credit Allocation Committee (TCAC) costs, and operating reserves. Total financing costs are estimated at $2,585,000, or 10.8% of direct costs.
Section 33433 Summary Report Page 7
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• Acquisition costs for the Developer Property totaling $1,850,000, as evidenced by Costar Group, Inc. with a sale date of November 1, 2016.
Net Operating Income
Table 3 presents an estimate of stabilized Net Operating Income (NOI) for the Project, as follows:
• The Agreement will restrict the residential units to Extremely Low-, Very Low- and Low -Income households. As discussed earlier, the Developer applied to the State of California for Low Income Housing Tax Credits (LIHTC). Fifty-nine (59) of the units will be restricted per LIHTC requirements. The Developer has proposed an affordability mix competitive for a LIHTC application, as shown below:
Area Median Income
TCAC
CRL
Total
Extremely Low (30% AMI)
4 units
3 units
7 units
Very Low Income (50% AMI)
1 unit
5 units
6 units
Low Income (60% AMI)
31 units
2 units
33 units
Low Income (80% AMI)
13 Units
0 units
13 Units
Total Restricted Units
49 units
10 units
59 units
Per the Agreement, ten (10) of those units will be restricted per California Redevelopment Law (CRL) and the Developer will be required to comply with CRL requirements when determining household income and affordable rent calculations. The proposed affordability mix, shown above, results in an average affordability for the Project (excluding the manager's unit) of 60% AMI. Based on these restrictions, total annual rental income amounts to $795,000. • Other income, such as laundry and vending, is estimated at $13 per unit per month. • A vacancy factor of 5.0% is assumed.
• Operating expenses are projected to be $4,900 per unit per year. These expenses include payroll, management fees, administration, utilities, maintenance, and insurance. • Total expenses have been estimated at $5,800 per unit per year. In addition to the operating expenses listed above, these consist of property taxes/assessments (it is assumed that the Project will qualify as exempt from property taxes), replacement reserves, tenant services, and monitoring fees.
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Based on these assumptions, stabilized annual NOI for the proposed Project is estimated at $416,000.
Supportable Funding Sources
As shown in Table 4, KMA estimates total available funding sources for the Project comprised of the following:
Sources of Funds
Amount
Supportable Permanent Loan
$6,350,000
Tax Credit Equity Investment — Federal
$10,949,000
Tax Credit Equity Investment — State
$7,848,000
Solar Tax Credits
$180,000
Deferred Developer Fee
$1,342,000
Permanent Local Housing Allocation (PHLA) Loan
$2,800,000
WRCOG TUMF Fee Waiver
$389,000
Total Sources of Funds
$29,858,000
The total funding sources of $29,858,000 represent reasonable estimates of the maximum amounts available for each funding source. The Developer bears the risk of pursuing these funding sources to ensure financial feasibility of the Project.
Residual Land Value — City Property
Table 4 also presents the KMA estimate of residual land value for the City Property. The residual land value can be estimated as the difference between total available funding sources and total development costs. The comparison of total funding sources and total development costs yields a residual land value for the City Property of negative $6,000,000, as shown below:
Residual Land Value — City Property
Amount
Total Sources of Funds
(Less) Total Development Costs without City Property
$29,858,000
($35,858,000)
Residual Land Value — City Property
($6,000,000)
Conclusion
Based on the foregoing analysis, KMA concludes that the fair re -use value of the City Property is negative $6,000,000.
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V. THE COMPENSATION WHICH THE DEVELOPER WILL BE REQUIRED TO PAY This section summarizes the total compensation to be paid by the Developer to the City for the City Property.
Developer compensation to the City will take the form of the Purchase Price and repayment of the City Loans through residual receipts payments:
• The Developer will pay a Purchase Price of $710,000.
• The Developer agrees to pay residual receipts to the City toward repayment of the City Loans.
Table 5 presents the KMA estimate of City compensation from the Project's annual cash flow, inclusive of the unpaid balance of the City Loans and any accrued interest due and payable at the end of Year 55. As summarized below, the residual receipts revenue stream and loan payoff at Year 55 are estimated to have a net present value (NPV) of approximately $300,000, assuming a
10.0% discount rate.
The following summarizes the total compensation to the City:
Compensation to City
Amount
Purchase Price
Present Value of Loan Payments (1)
$710,000
$300,000
Total Compensation to City
$1,010,000
(1) Present value figures expressed in 2022 dollars, at a 10.0% discount rate.
The total compensation to the City is offset by the amount of the City Loans to the Developer ($6,710,000), as shown below:
Effective Compensation to City
Amount
Total Compensation to City
(Less) City Loans
$1,010,000
($6,710,000)
Total Effective Compensation to City
($5,700,000)
Conclusion
Based on the foregoing analysis, KMA concludes that the effective compensation to be paid to the City for the City Property is negative $5,700,000.
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VI. EXPLANATION OF THE DIFFERENCE, IF ANY, BETWEEN THE COMPENSATION TO BE PAID TO
THE CITY BY THE PROPOSED TRANSACTION AND THE FAIR MARKET VALUE OF THE
INTEREST TO BE CONVEYED AT THE HIGHEST AND BEST USE CONSISTENT WITH THE
REDEVELOPMENT PLAN
The fair market value of the interest to be conveyed at its highest and best use is estimated by KMA to be $706,000.
The compensation to be paid to the City pursuant to the Agreement is estimated by KMA to be negative $5,700,000.
Factors affecting the difference in compensation to the City and fair market value of the interest to be conveyed at highest and best use include:
• The Project will consist of apartment units restricted to Extremely Low-, Very Low-, and Low - Income households for 55 years.
• The Project is proposed to receive subsidies from the Low Income Housing Tax Credit program and Permanent Local Housing Allocation (PHLA), which impose additional specific covenants and restrictions on development and operation of the Project.
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VII. EXPLANATION OF WHY THE SALE OF THE CITY PROPERTY WILL ASSIST WITH THE
ELIMINATION OF BLIGHT
The Redevelopment Plan (Plan) for the Redevelopment Project Area governs the City Property. In accordance with Section 33490 of the California Community Redevelopment Law, the Plan contains the goals and objectives and the projects and expenditures proposed to eliminate blight within the Project Area. These blighting factors include:
• The subdividing and sale of lots of irregular form and shape, and inadequate size, for proper usefulness and development.
• A prevalence of depreciated values and impaired investments.
Implementation of the proposed Agreement can be expected to assist in the alleviation of blighting conditions through the following:
• Consolidation of irregular parcels into a site appropriate for development. • Elimination of conditions of economic dislocation such as fragmented ownership patterns. • Creation of housing opportunities for Extremely Low-, Very Low-, and Low -Income residents.
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VIII. LIMITING CONDITIONS
The estimates of re -use value and fair market value at the highest and best use contained in this Summary Report assume compliance with the following assumptions:
1. The ultimate development will not vary significantly from that assumed in this Report.
2. The title of the City Property is good and marketable; no title search has been made, nor have we attempted to determine the ownership of the property. The value estimates are given without regard to any questions of title, boundaries, encumbrances, liens or encroachments. It is assumed that all assessments, if any are paid.
3. The City Property will be in conformance with the applicable zoning and building ordinances.
4. Information provided by such local sources as governmental agencies, financial institutions, realtors, buyers, sellers, and others was considered in light of its source, and checked by secondary means.
5. If an unforeseen change occurs in the economy, the conclusions herein may no longer be valid.
6. The Developer will adhere to the schedule of performance described in the Agreement.
7. Both parties are well informed and well advised and each is acting prudently in what he/she considers his/her own best interest.
8. KMA is not advising or recommending any action be taken by the City with respect to any prospective, new or existing municipal financial products or issuance of municipal securities (including with respect to the structure, timing, terms and other similar matters concerning such financial products or issues).
9. KMA is not acting as a Municipal Advisor to the City and does not assume any fiduciary duty hereunder, including, without limitation, a fiduciary duty to the City pursuant to Section 15B of the Exchange Act with respect to the services provided hereunder and any information and material contained in KMA's work product.
10. The City shall discuss any such information and material contained in KMA's work product with any and all internal and/or external advisors and experts, including its own Municipal Advisors, that it deems appropriate before acting on the information and material. attachments
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TABLE 1
PROJECT DESCRIPTION (1)
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Site Area
City Property
Developer Property
Total Site Area
II. Gross Building Area
Net Rentable Area
Circulation/Common Area
Total Gross Building Area (GBA)
III. Number of Stories/Type
IV. Unit Mix
One Bedroom
Two Bedroom
Three Bedroom
Total
V. Density
Units @ 30%AMI
Units @ 50%AMI
Units @ 60%AMI
Units @ 80%AMI
Manager Unit
Total
Average Affordability - Excl. Manager Unit
VI. Parking (2)
Garage Spaces
Carport Spaces
Surface Spaces
Total Parking Spaces
0.55 Acres
1.72 Acres
2.27 Acres
54,830 SF
97%
1,650 SF
3%
56,480 SF
100%
3 Stories / Type V
Number of Units
Average
Unit Size
7 Units
12%
660 SF
32 Units
53%
880 SF
21 Units
35%
1,050 SF
60 Units
100%
914 SF
26 Units/Acre
Total
City Restricted
Ex.Low
Units
3 Units
30%
7 Units 12%
6 Units
10%
--------------------------------------
; Very Low
5 Units
50%
33 Units
55%
Low
2 Unit
20%
13 Units
22%
--
0 Units
0%
1 Unit
2%
--
0 Units
0%
60 Units
100%
10 Units
100%
60% AMI
Su rface/Ca rports/G a rages
33 Spaces
44 Spaces
25 Spaces
102 Spaces 1.70 Spaces/Unit
(1) Per Developer correspondence, project description is unchanged from June 2019. (2) Per Pacific West Architecture site plans dated November 21, 2018.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp
TABLE 2
ESTIMATED DEVELOPMENT COSTS
VINE CREEK APARTMENTS
CITY OF TEMECULA
Totals
Per Unit
Notes
I. Direct Costs (1)(2)
Off -Site Improvements (3)
$0
$0
$0
Per SF Site
On -Site Improvements
$2,060,640
$34,344
$21
Per SF Site
Parking
$825,000
$13,750
$25,000
Per Space - Garage
Shell Construction
$19,874,083
$331,235
$352
Per SF GBA
FF&E
$40,000
$667
Allowance
Contingency
$1,200,000
$20,000
5.3%
of Directs
Total Direct Costs
$23,999,723
$399,995
$425
Per SF GBA
II. Indirect Costs
Architecture & Engineering
$750,000
$12,500
3.1% of Directs
Permits & Fees (3)
$2,031,213
$33,854
$36 Per SF GBA
Legal & Accounting
$80,000
$1,333
0.3% of Directs
Taxes & Insurance
$384,400
$6,407
1.6% of Directs
Developer Fee
$3,842,200
$64,037
16.0% of Directs
Marketing/Lease-Up
$85,379
$1,423
0.4% of Directs
Contingency
$250,000
$4,167
1.0% of Indirects
Total Indirect Costs
$7,423,192
$123,720
30.9% of Directs
III. Financing Costs
Loan Fees
$464,750
$7,746
1.9% of Directs
Interest During Construction/Lease-Up
$880,000
$14,667
3.7% of Directs
Carrying Costs
$852,572
$14,210
3.6% of Directs
Title/Recording/Escrow
$50,000
$833
0.2% of Directs
TCAC Fees/Syndication Costs
$39,073
$651
0.2% of Directs
Operating Lease-Up/Reserves
$298,256
$4,971
1.2% of Directs
Total Financing Costs
$2,584,651
$43,078
10.8% of Directs
IV. Total Development Costs (Rounded) $34,008,000 $566,800 $602 Per SF GBA Excl. Developer Property Acquisition
V. Acquisition Costs - Developer Property (4) $1,850,000 $30,833 $25 Per SF-Dev. Property VI. Total Development Costs $35,858,000 $597,633 $635 Per SF GBA Incl. Developer Property Acquisition
(1) Does not include the payment of prevailing wages.
(2) Includes pro rata share of general conditions and contractor fee. (3) Developer estimate; not verified by KMA or City.
(4) Per CoStar, Developer purchased 1.72 acres (Developer Property) for $1,850,000 on November 1, 2016.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula -Vine Creek_v6_33433;11/8/2022;rsp Page 15
TABLE 3
NET OPERATING INCOME
VINE CREEK APARTMENTS
CITY OF TEMECULA
# of
Total
I. Gross Scheduled Income
TCAC
CRL
Units
Month (1)
Annual
One Bedroom
@
30% AMI
30% AMI
3 $419
$15,084
One Bedroom
@
50% AMI
50% AMI
1 $749
$8,988
One Bedroom
@
60% AMI
60% AMI
2 $914
$21,936
One Bedroom
@
80% AMI
--
1 $1,244
$14,928
---------------------------------------------------------------------------------------------------------------------------- Two Bedroom
@
30% AMI
50% AMI
3 $492
$17,712
Two Bedroom
@
50% AMI
--
3 $888
$31,968
Two Bedroom
@
60% AMI
--
19 $1,086
$247,608
Two Bedroom
@
80% AMI
--
7 $1,482
$124,488
Three Bedroom @ 30% AMI
50% AMI 1
$556
$6,672
Three Bedroom @ 50% AMI
-- 2
$1,014
$24,336
Three Bedroom @ 60% AMI
-- 12
$1,243
$178,992
Three Bedroom @ 80% AMI
-- 5
$1,701
$102,060
Three Bedroom Manager
--------------------------------------------------------------------------------------------------------------------------- -- 1
$0
$0
Total
60 $1,104
$794,772
--------------------------------------------------------------------------------------------------------------------------- Add: Other Income
$13
/Unit/Month
9 000
Total Gross Scheduled Income (GSI)
$803,772
II. Effective Gross Income (EGI)
(Less) Vacancy
5.0%
of GSI
40 036
Total Effective Gross Income (EGI)
$763,736
III. Operating Expenses
(Less) Operating Expenses (2)
$4,947
/Unit/Year
($296,800)
(Less) Property Taxes/Assessments (3)
$137
/Unit/Year
($8,200)
(Less) Tenant Services
$300
/Unit/Year
($18,000)
(Less) Replacement Reserves
$250
/Unit/Year
($15,000)
(Less) County Monitoring Fees
167
/Unit/Year
10 000
Total Expenses
$5,800
/Unit/Year
($348,000)
45.6%
of EGI
IV. Net Operating Income (NOI)
$415,736
(1) Maximum rents are calculated based on 2022 Tax Credit Allocation Committee (TCAC) income levels and 2022 California Redevelopment Law (CRL) limits as noted above. Maximum rents are net of monthly utility allowance of $76 for one -bedroom, $102 for two -bedroom, and $130 for three -bedroom units. (2) Includes management fee of $45,100, or approximately $63/unit/month. (3) Assumes that the project will receive tax-exempt status.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp Page 16
TABLE 4
RESIDUAL LAND VALUE
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Sources of Funds
Supportable Permanent Loan (1)
Tax Credit Equity Investment (2)
Tax Credit Equity Investment - State (2)
Solar Tax Credits
Deferred Developer Fee (3)
County Permanent Local Housing Allocation (PLHA) Loan (4) WRCOG TUMF Fee Waiver (5)
Total Sources of Funds
Total Per Unit
$6,350,000
$105,800
$10,949,000
$182,500
$7,848,000
$130,800
$180,000
$3,000
$1,342,000
$22,400
$2,800,000
$46,700
389 000
$6,500
$29,858,000
$497,600
II. (Less) Development Costs - Excl. City Property Acquisition Costs ($35,858,000) 597 600 III. Residual Land Value -City Property ($6,000,000) ($100, 0001) IV. Public Funding Sources
City Capital Loan $5,302,000 $88,400
City Permit & Impact Fee Loan $698,000 $11,600
Total Public Sources $6,000,000 $100,000
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp Page 17
TABLE 4 (CONT-D.)
RESIDUAL LAND VALUE
VINE CREEK APARTMENTS
CITY OF TEMECULA
(1) Supportable Permanent Loan
NOI $415,736
Interest Rate 4.55%
Term (years) 40
Debt Coverage Ratio 1.20
Annual Debt Service $345,024
Supportable Permanent Loan $6,350,000
(2) Low Income Housing Tax Credits Awarded July 2022
Estimate of Eligible Basis:
Total Development Costs
$35,858,000
(Less) Ineligible Costs
10%
($3,650,676)
Eligible Basis
$32,207,324
A. Federal
Tax Credit Proceeds:
Total Requested Unadjusted Basis
$32,207,324
Impacted Bonus Factor
100%
$32,207,324
Tax Credit Qualified Units/Applicable Factor
100%
$32,207,324
Tax Credit Rate
4.00%
$1,288,293
Total Tax Credits @
10 $12,882,929
Limited Partner Share
99.99%
$12,881,641
Tax Credit Equity Investment @
85%
$10,949,395
B. State
Eligible Basis
$29,068,650
Tax Credit Qualified Units/Applicable Factor
30%
$8,720,595
Limited Partner Share
100%
$8,719,723
Present Market Value @
90%
$7,847,751
(3) Estimate of Deferred Developer Overhead Fee
Eligible Basis
$32,207,324
(Less) Developer Fee
($3,842,200)
Unadjusted Eligible Basis
$28,365,124
Total Developer Overhead Fee
13.5%
$3,842,200
Developer Overhead Fee $3,842,200
Total Deferred Developer Overhead Fee 34.9% $1,342,200
Upfront Developer Fee $2,500,000
Per Unit $42,000
(4) County Permanent Local Housing Allocation (PLHA) $2,800,000 Awarded 2021
(5) WRCOG TUMF Fee Waiver $389,000
Developer estimate. Not
verified by KMA or City.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
VII. Developer Fee Repayment
Beginning Balance
Interest
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3)
1 2
3 4
5 6
7 8
9 2.5% $794,772
$814,641
$835,007
$855,883
$877,280
$899,212
$921,692
$944,734
$968,353
2.5% $9,000
$9,225
$9,456
$9,692
$9,934
$10,183
$10,437
$10,698
$10,966
5.0% 40 036
41 193
42 223
43 279
44 361
45 470
46 606
47 772
48 966
$763,736
$782,673
$802,240
$822,296
$842,853
$863,925
$885,523
$907,661
$930,352
348 000 359 982 372 379 385 204 398 474 412 203 426 407 441 104 456 309 $415,736 $422,691 $429,861 $437,091 $444,379 $451,721 $459,115 $466,557 $474,043 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 $70,712 $77,667 $84,837 $92,067 $99,355 $106,697 $114,091 $121,533 $129,019
1.5% ($6,000)
($6,090)
($6,181)
($6,274)
($6,368)
($6,464)
($6,561)
($6,659)
($6,759)
1.5% 6 000
6 090
6 181
6 274
6 368
6 464
6 561
6 659
6 759
($12,000)
($12,180)
($12,363)
($12,548)
($12,736)
($12,927)
($13,121)
($13,318)
($13,518)
$58,712
$65,487
$72,474
$79,519
$86,619
$93,770
$100,970
$108,215
$115,502
$1,342,200
$1,283,488
$1,218,001
$1,145,527
$1,066,007
$979,388
$885,618
$784,649
$676,434
0.0% $0
$0
$0
$0
$0
$0
$0
$0
$0
58 712
65 487
72 474
79 519
86 619
93 770
100 970
108 215
115 502
$1,283,488
$1,218,001
$1,145,527
$1,066,007
$979,388
$885,618
$784,649
$676,434
$560,932
(1) Reflects annual escalation at 3.5%for operating expenses, service amenities, and monitoring fee; 2.0%for property taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
$0 $0 $0 $0 $0 $0 $0 $0 $0
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TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
10 11
12 13
14 15
16 17
18 19
I. Gross Scheduled Income (GSI)
2.5%
$992,561
$1,017,375
$1,042,810
$1,068,880
$1,095,602
$1,122,992
$1,151,067
$1,179,844
$1,209,340
$1,239,573
Other Income
2.5%
$11,240
$11,521
$11,809
$12,104
$12,407
$12,717
$13,035
$13,361
$13,695
$14,037
(Less) Vacancy
5.0%
50 190
51445
52 731
54 049
55 400
56 785
58 205
59 660
61 152
62 681
II. Effective Gross Income (EGI)
$953,611
$977,451
$1,001,888
$1,026,935
$1,052,608
$1,078,923
$1,105,896
$1,133,544
$1,161,882
$1,190,930
(Less) Operating Expenses (1)
472 040
488 317
505 157
522 581
540 609
559 261
578 559
598 526
619 185
640 561
III. Net Operating Income (NOI)
$481,571
$489,134
$496,730
$504,354
$512,000
$519,663
$527,338
$535,018
$542,697
$550,369
(Less) Debt Service
345 024
345 024
345 024
345 024
345 024
345 024
345 024
345 024
345 024
345 024
IV. Project Cash Flow
$136,547
$144,110
$151,706
$159,330
$166,976
$174,639
$182,314
$189,994
$197,673
$205,345
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
1.5%
($6,860)
($6,963)
($7,068)
($7,174)
($7,281)
($7,391)
$0
$0
$0
$0
(Less) General Partner Asset Mgmt. Fee
1.5%
6 860
6 963
7 068
7 174
7 281
7 391
7 501
7 614
7 728
7 844
Total
($13,721)
($13,926)
($14,135)
($14,347)
($14,563)
($14,781)
($7,501)
($7,614)
($7,728)
($7,844)
VI. Net Cash Flow
$122,826
$130,184
$137,571
$144,982
$152,413
$159,858
$174,812
$182,380
$189,945
$197,501
VII. Developer Fee Repayment
Beginning Balance
$560,932
$438,106
$307,922
$170,351
$25,369
Interest
0.0% $0
$0
$0
$0
$0
(Less) Cash Flow Credit
122 826
130 184
137 571
144 982
($25,369)
Ending Balance
$438,106
$307,922
$170,351
$25,369
$0
Vill. Cash Flow Available for Distribution (3)
(1) Reflects annual escalation at 3.5%for operating expenses, service amenities, and monitoring fee; 2.0%for property taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
$0 $0 $0 $0 $127,044 $159,858 $174,812 $182,380 $189,945 $197,501 Prepared by: Keyser Marston Associates, Inc. Page 20
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
20 21 22 23 24 25 26 27 28
2.5% $1,270,562 $1,302,326 $1,334,885 $1,368,257 $1,402,463 $1,437,525 $1,473,463 $1,510,299 $1,548,057
2.5% $14,388 $14,748 $15,116 $15,494 $15,881 $16,279 $16,685 $17,103 $17,530
5.0% 64 248 65 854 67 500 69 188 70 917 72 690 74 507 76 370 78 279 $1,220,703 $1,251,220 $1,282,501 $1,314,563 $1,347,427 $1,381,113 $1,415,641 $1,451,032 $1,487,308 662 677 685 560 709 236 733 734 759 080 785 306 812 442 840 518 869 569 $558,026 $565,660 $573,265 $580,830 $588,347 $595,807 $603,199 $610,514 $617,739 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 $213,002
$220,636
$228,241
$235,806
$243,323
$250,783
$258,175
$265,490
$272,715
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 7 962
8 081
8 202
8 325
8 450
8 577
8 706
8 836
8 969
($7,962)
($8,081)
($8,202)
($8,325)
($8,450)
($8,577)
($8,706)
($8,836)
($8,969)
$205,040
$212,555
$220,038
$227,480
$234,873
$242,206
$249,470
$256,653
$263,746
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $205,040 $212,555 $220,038 $227,480 $234,873 $242,206 $249,470 $256,653 $263,746 (1) Reflects annual escalation at 3.5%for operating expenses, service amenities, and monitoring fee; 2.0%for property taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 21
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
29 30 31 32 33 34 35 36 37
2.5% $1,586,758 $1,626,427 $1,667,088 $1,708,765 $1,751,484 $1,795,271 $1,840,153 $1,886,157 $1,933,311
2.5% $17,968 $18,418 $18,878 $19,350 $19,834 $20,330 $20,838 $21,359 $21,893
5.0% 80 236 82 242 84 298 86 406 88 566 90 780 93 050 95 376 97 760 $1,524,490 $1,562,603 $1,601,668 $1,641,709 $1,682,752 $1,724,821 $1,767,942 $1,812,140 $1,857,444 899 627 930 728 962 909 996 206 ($1,030,658) ($1,066,306) ($1,103,192) ($1,141,357) ($1,180,848) $624,863 $631,874 $638,759 $645,504 $652,094 $658,515 $664,750 $670,783 $676,596 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 $279,839
$286,850
$293,735
$300,480
$307,070
$313,491
$319,726
$325,759
$331,572
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 9 103
9 240
9 378
9 519
9 662
9 807
9 954
10 103
10 255
($9,103)
($9,240)
($9,378)
($9,519)
($9,662)
($9,807)
($9,954)
($10,103)
($10,255)
$270,736
$277,610
$284,357
$290,961
$297,408
$303,684
$309,772
$315,656
$321,317
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $270,736 $277,610 $284,357 $290,961 $297,408 $303,684 $309,772 $315,656 $321,317 (1) Reflects annual escalation at 3.5%for operating expenses, service amenities, and monitoring fee; 2.0%for property taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 22
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
38 39 40 41 42 43 44 45 46
2.5% $1,981,644 $2,031,185 $2,081,964 $2,134,014 $2,187,364 $2,242,048 $2,298,099 $2,355,552 $2,414,440
2.5% $22,440 $23,001 $23,576 $24,166 $24,770 $25,389 $26,024 $26,674 $27,341
5.0% 100 204 102 709 105 277 107 909 110 607 113 372 116 206 119 111 122 089 $1,903,880 $1,951,477 $2,000,264 $2,050,270 $2,101,527 $2,154,065 $2,207,917 $2,263,115 $2,319,693 ($1,221,709) ($1,263,989) ($1,307,737) ($1,353,004) ($1,399,843) ($1,448,308) ($1,498,457) ($1,550,348) ($1,604,040) $682,171 $687,488 $692,527 $697,266 $701,684 $705,757 $709,460 $712,767 $715,652 345 024 345 024 345 024 LO LO LO LO LO LO
$337,147
$342,464
$347,503
$697,266
$701,684
$705,757
$709,460
$712,767
$715,652
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 10 409
10 565
10 723
10 884
11 047
11 213
11 381
11 552
11 725
($10,409)
($10,565)
($10,723)
($10,884)
($11,047)
($11,213)
($11,381)
($11,552)
($11,725)
$326,738
$331,899
$336,779
$686,382
$690,637
$694,544
$698,078
$701,215
$703,927
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $326,738 $331,899 $336,779 $686,382 $690,637 $694,544 $698,078 $701,215 $703,927 (1) Reflects annual escalation at 3.5%for operating expenses, service amenities, and monitoring fee; 2.0%for property taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 23
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
47 48 49 50 51 52 53 54 55
2.5% $2,474,801 $2,536,672 $2,600,088 $2,665,091 $2,731,718 $2,800,011 $2,870,011 $2,941,761 $3,015,305
2.5% $28,025 $28,725 $29,443 $30,179 $30,934 $31,707 $32,500 $33,313 $34,145
5.0% 125 141 128 270 131 477 134 763 138 133 141 586 145 126 148 754 152 473 $2,377,685 $2,437,127 $2,498,055 $2,560,506 $2,624,519 $2,690,132 $2,757,385 $2,826,320 $2,896,978 ($1,659,598) ($1,717,086) ($1,776,571) ($1,838,123) ($1,901,814) ($1,967,717) ($2,035,911) ($2,106,475) ($2,179,491) $718,086 $720,041 $721,484 $722,383 $722,705 $722,415 $721,474 $719,845 $717,487 $718,086
$720,041
$721,484
$722,383
$722,705
$722,415
$721,474
$719,845
$717,487
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 11 901
12 080
12 261
12 445
12 631
12 821
13 013
13 208
13 407
($11,901)
($12,080)
($12,261)
($12,445)
($12,631)
($12,821)
($13,013)
($13,208)
($13,407)
$706,185
$707,961
$709,223
$709,938
$710,074
$709,594
$708,461
$706,637
$704,081
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $706,185 $707,961 $709,223 $709,938 $710,074 $709,594 $708,461 $706,637 $704,081 (1) Reflects annual escalation at 3.5%for operating expenses, service amenities, and monitoring fee; 2.0%for property taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 24
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
1 2
3 4
5 6
7 8
9 I.
Cash Flow Available for Distribution
$0
$0
$0
$0
$0
$0
$0
$0
$0
II.
Allocated to Pay Down City/County Notes 50.0%
$0
$0
$0
$0
$0
$0
$0
$0
$0
III.
County PLHA Loan
Beginning Balance
`--$2,800,000_J!
$2,828,000
$2,856,000
$2,884,000
$2,912,000
$2,940,000
$2,968,000
$2,996,000
$3,024,000
Interest 1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1) 29.4%
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$2,828,000
$2,856,000
$2,884,000
$2,912,000
$2,940,000
$2,968,000
$2,996,000
$3,024,000
$3,052,000
IV.
City Deferred Fee Loan
Beginning Balance
$698,000
L ----
$718,940
$739,880
$760,820
$781,760
$802,700
$823,640
$844,580
$865,520
3.0%
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
(Less) Cash Flow Credit (1) 70.6%
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$718,940
$739,880
$760,820
$781,760
$802,700
$823,640
$844,580
$865,520
$886,460
V.
City Permanent Loan
Beginning Balance Balance
$5,302,000 ;
-----------------
$5,461,060
$5,620,120
$5,779,180
$5,938,240
$6,097,300
$6,256,360
$6,415,420
$6,574,480
Interest 3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$5,461,060
$5,620,120
$5,779,180
$5,938,240
$6,097,300
$6,256,360
$6,415,420
$6,574,480
$6,733,540
VI.
City Purchase Money Loan
Beginning Balance Balance
$710,000 ;
'-----------------
$731,300
$752,600
$773,900
$795,200
$816,500
$837,800
$859,100
$880,400
Interest 3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$731,300
$752,600
$773,900
$795,200
$816,500
$837,800
$859,100
$880,400
$901,700
VII.
Total Cash Flow to City - NPV Years 1-55 (2) 10%
$300,000
(1)
After repayment of deferred Developer Fee (if any),
reflects pro rata portion of 50% of public agencies' share of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2)
Includes Year 55 loan pay-offs.
Prepared
by: Keyser Marston Associates, Inc.
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
10 11
12 13
14 15
16 17
18 19
I. Cash Flow Available for Distribution
$0
$0
$0
$0
$127,044
$159,858
$174,812
$182,380
$189,945
$197,501
II. Allocated to Pay Down City/County Notes
50.0%
$0
$0
$0
$0
$63,522
$79,929
$87,406
$91,190
$94,973
$98,750
III. County PLHA Loan
Beginning Balance
$3,052,000
$3,080,000
$3,108,000
$3,136,000
$3,164,000
$3,173,297
$3,177,764
$3,180,030
$3,181,181
$3,181,218
Interest
1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1)
29.4%
LO
LO
LO
18 703
23 533
25 735
26 849
27 962
29 075
Ending Balance
$3,080,000
$3,108,000
$3,136,000
$3,164,000
$3,173,297
$3,177,764
$3,180,030
$3,181,181
$3,181,218
$3,180,144
IV. City Deferred Fee Loan
Beginning Balance
$886,460
$907,400
$928,340
$949,280
$970,220
$946,341
$910,885
$870,154
$826,752
$780,682
Interest
3.0%
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
(Less) Cash Flow Credit (1)
70.6%
LO
LO
LO
44 819
56 396
61 671
64 341
67 010
69 676
Ending Balance
$907,400
$928,340
$949,280
$970,220
$946,341
$910,885
$870,154
$826,752
$780,682
$731,947
V. City Permanent Loan
Beginning Balance
$6,733,540
$6,892,600
$7,051,660
$7,210,720
$7,369,780
$7,528,840
$7,687,900
$7,846,960
$8,006,020
$8,165,080
Interest
3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
LO
LO
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$6,892,600
$7,051,660
$7,210,720
$7,369,780
$7,528,840
$7,687,900
$7,846,960
$8,006,020
$8,165,080
$8,324,140
VI. City Purchase Money Loan
Beginning Balance
$901,700
$923,000
$944,300
$965,600
$986,900
$1,008,200
$1,029,500
$1,050,800
$1,072,100
$1,093,400
Interest
3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
LO
LO
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$923,000
$944,300
$965,600
$986,900
$1,008,200
$1,029,500
$1,050,800
$1,072,100
$1,093,400
$1,114,700
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any), reflects pro rata portion of 50% of public agencies' share of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 26
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
20 21
22 23
24 25
26 27
28 I. Cash Flow Available for Distribution
$205,040
$212,555
$220,038
$227,480
$234,873
$242,206
$249,470
$256,653
$263,746
II. Allocated to Pay Down City/County Notes
50.0%
$102,520
$106,278
$110,019
$113,740
$117,436
$121,103
$124,735
$128,327
$131,873
III. County PLHA Loan
Beginning Balance
$3,180,144
$3,177,959
$3,174,668
$3,170,275
$3,164,787
$3,158,211
$3,150,555
$3,141,829
$3,132,047
Interest
1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1)
29.4%
30 185
31 291
32 393
33 488
34 576
35 656
36 725
37 783
38 827
Ending Balance
$3,177,959
$3,174,668
$3,170,275
$3,164,787
$3,158,211
$3,150,555
$3,141,829
$3,132,047
$3,121,220
IV. City Deferred Fee Loan
Beginning Balance
$731,947
$680,551
$625,981
$567,134
$503,896
$436,153
$363,791
$286,695
$204,752
Interest
3.0%
$20,940
$20,417
$18,779
$17,014
$15,117
$13,085
$10,914
$8,601
$6,143
(Less) Cash Flow Credit (1)
70.6%
72 335
74 987
77 627
80 252
82 860
85 447
88 010
90 544
93 046
Ending Balance
$680,551
$625,981
$567,134
$503,896
$436,153
$363,791
$286,695
$204,752
$117,848
V. City Permanent Loan
Beginning Balance
$8,324,140
$8,483,200
$8,642,260
$8,801,320
$8,960,380
$9,119,440
$9,278,500
$9,437,560
$9,596,620
Interest
3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$8,483,200
$8,642,260
$8,801,320
$8,960,380
$9,119,440
$9,278,500
$9,437,560
$9,596,620
$9,755,680
VI. City Purchase Money Loan
Beginning Balance
$1,114,700
$1,136,000
$1,157,300
$1,178,600
$1,199,900
$1,221,200
$1,242,500
$1,263,800
$1,285,100
Interest
3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$1,136,000
$1,157,300
$1,178,600
$1,199,900
$1,221,200
$1,242,500
$1,263,800
$1,285,100
$1,306,400
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any), reflects pro rata portion of 50% of public agencies' share of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 27
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
29 30
31 32
33 34
35 36
37 I. Cash Flow Available for Distribution
$270,736
$277,610
$284,357
$290,961
$297,408
$303,684
$309,772
$315,656
$321,317
II. Allocated to Pay Down City/County Notes
50.0%
$135,368
$138,805
$142,178
$145,480
$148,704
$151,842
$154,886
$157,828
$160,659
III. County PLHA Loan
Beginning Balance
$3,121,220
$3,109,364
$3,096,496
$3,082,634
$3,067,801
$3,052,019
$3,035,312
$3,017,710
$2,999,241
Interest
1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1)
29.4%
39 856
40 868
41 861
42 833
43 782
44 706
45 603
46 469
47 302
Ending Balance
$3,109,364
$3,096,496
$3,082,634
$3,067,801
$3,052,019
$3,035,312
$3,017,710
$2,999,241
$2,979,939
IV. City Deferred Fee Loan
Beginning Balance
$117,848
$25,872
Interest
3.0%
$3,535
$776
(Less) Cash Flow Credit (1)
70.6%
95 512
26 648
Ending Balance
$25,872
$0
V. City Permanent Loan
Beginning Balance
$9,755,680
$9,914,740
$10,010,930
$10,081,520
$10,150,055
$10,216,584
$10,281,161
$10,343,844
$10,404,696
Interest
3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
62 870
88 470
90 525
92 531
94 483
96 377
98 208
99 969
Ending Balance
$9,914,740
$10,010,930
$10,081,520
$10,150,055
$10,216,584
$10,281,161
$10,343,844
$10,404,696
$10,463,787
VI. City Purchase Money Loan
Beginning Balance
$1,306,400
$1,327,700
$1,340,581
$1,350,034
$1,359,211
$1,368,121
$1,376,768
$1,385,162
$1,393,311
Interest
3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
8 419
11 847
12 122
12 391
12 652
12 906
13 151
13 387
Ending Balance
$1,327,700
$1,340,581
$1,350,034
$1,359,211
$1,368,121
$1,376,768
$1,385,162
$1,393,311
$1,401,224
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any), reflects pro rata portion of 50% of public agencies' share of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 28
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
38 39 40 41 42 43 44 45 46
I. Cash Flow Available for Distribution $326,738 $331,899 $336,779 $686,382 $690,637 $694,544 $698,078 $701,215 $703,927 II. Allocated to Pay Down City/County Notes 50.0% $163,369 $165,949 $168,390 $343,191 $345,318 $347,272 $349,039 $350,608 $351,963 III. County PLHA Loan
Beginning Balance $2,979,939 $2,959,838 $2,938,979 $2,917,400 $2,844,355 $2,770,684 $2,696,145 $2,620,340 $2,543,315 Interest 1.0% $28,000 $28,000 $28,000 $28,000 $28,000 $27,707 $26,961 $26,203 $25,433 (Less) Cash Flow Credit (1) 29.4% 48 100 48 860 49 578 101 045 101 671 102 246 102 767 103 228 103 628 Ending Balance $2,959,838 $2,938,979 $2,917,400 $2,844,355 $2,770,684 $2,696,145 $2,620,340 $2,543,315 $2,465,121 IV. City Deferred Fee Loan
Beginning Balance
Interest 3.0%
(Less) Cash Flow Credit (1) 70.6%
Ending Balance
V. City Permanent Loan
Beginning Balance $10,463,787 $10,521,191 $10,576,989 $10,631,269 $10,576,780 $10,520,967 $10,463,938 $10,405,809 $10,346,705 Interest 3.0% $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 (Less) Cash Flow Credit 101 656 103 262 104 780 213 550 214 873 216 089 217 189 218 164 219 008 Ending Balance $10,521,191 $10,576,989 $10,631,269 $10,576,780 $10,520,967 $10,463,938 $10,405,809 $10,346,705 $10,286,757 VI. City Purchase Money Loan
Beginning Balance $1,401,224 $1,408,911 $1,416,383 $1,423,652 $1,416,355 $1,408,881 $1,401,244 $1,393,460 $1,385,545 Interest 3.0% $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 (Less) Cash Flow Credit 13 613 13 828 14 031 28 597 28 774 28 937 29 084 29 215 29 328 Ending Balance $1,408,911 $1,416,383 $1,423,652 $1,416,355 $1,408,881 $1,401,244 $1,393,460 $1,385,545 $1,377,517 VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any), reflects pro rata portion of 50% of public agencies' share of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 29
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
47 48 49 50 51 52 53 54 55
I. Cash Flow Available for Distribution $706,185 $707,961 $709,223 $709,938 $710,074 $709,594 $708,461 $706,637 $704,081 II. Allocated to Pay Down City/County Notes 50.0% $353,093 $353,980 $354,611 $354,969 $355,037 $354,797 $354,230 $353,318 $352,040 III. County PLHA Loan
Beginning Balance $2,465,121 $2,385,812 $2,305,449 $2,224,096 $2,141,825 $2,058,710 $1,974,836 $1,890,289 $1,805,166 Interest 1.0% $24,651 $23,858 $23,054 $22,241 $21,418 $20,587 $19,748 $18,903 $18,052 (Less) Cash Flow Credit (1) 29.4% 103 960 104 221 104 407 104 512 104 532 104 462 104 295 104 026 103 650 ------------------
Ending Balance $2,385,812 $2,305,449 $2,224,096 $2,141,825 $2,058,710 $1,974,836 $1,890,289 $1,805,166 ; $1,719,567 IV. City Deferred Fee Loan
Beginning Balance
Interest 3.0%
(Less) Cash Flow Credit (1) 70.6%
Ending Balance
V. City Permanent Loan
Beginning Balance $10,286,757 $10,226,106 $10,164,903 $10,103,307 $10,041,488 $9,979,628 $9,917,916 $9,856,558 $9,795,766 Interest 3.0% $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 (Less) Cash Flow Credit 219 711 220 263 220 656 220 878 220 921 220 771 220 419 219 851 219 056 Ending Balance $10,226,106 $10,164,903 $10,103,307 $10,041,488 $9,979,628 $9,917,916 $9,856,558 $9,795,766 ;--$9,735,770- VI. City Purchase Money Loan
Beginning Balance $1,377,517 $1,369,396 $1,361,200 $1,352,951 $1,344,673 $1,336,389 $1,328,125 $1,319,909 $1,311,768 Interest 3.0% $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 (Less) Cash Flow Credit 29 422 29 496 29 548 29 578 29 584 29 564 29 517 29 441 29,334) Ending Balance $1,369,396 $1,361,200 $1,352,951 $1,344,673 $1,336,389 $1,328,125 $1,319,909 $1,311,768 ;-- $1,303,734 VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any), reflects pro rata portion of 50% of public agencies' share of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 30
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
WORKSHEET A
SUMMARY OF AFFORDABLE RENTS (1)
VINE CREEK APARTMENTS
CITY OF TEMECULA
LOAN AGREEMENT
Extremely Low - 30% AMI Very Low - 50% AMI Low - 60% AMI 1 Bedroom 2 Bedroom 3 Bedroom 1 Bedroom 2 Bedroom 3 Bedroom 1 Bedroom 2 Bedroom 3 Bedroom $448 $881 $963 $798 $881 $963 $990 - -
1 Bedroom 2 Units $419
3 Units / $419
a
2 Bedroom 3 Units $492
3 Units / $492
c
3 Bedroom 1 Unit $556
1 Unit / $556
Total - 30% AMI 6 Units
1 Bedroom 1 Unit $749
1 Unit / $749
a
2 Bedroom 3 Units $888
c
3 Bedroom 3 Units $1,014
`n
Total - 50% AMI 7 Units
1 Bedroom 3 Units $914
2 Units / $914
a
2 Bedroom 18 Units $1,086
0 3 Bedroom 12 Units $1,243
1D
Total - 60% AMI 33 Units
Total Units (2) 59 Units
3 Units @ 30% AMI
5 Units @ 50% AMI
2 Units @ 60% AMI
(1) Reflects 2022 California Redevelopment Law (CRL) rents and Tax Credit Allocation Committee (TCAC) rents net of monthly utility allowance. See Worksheets B through E. (2) Excludes one (1) Manager unit.
Prepared by: Keyser Marston Associates Inc. Page 31
Filename is Temecula Vine Creek_v6_33433;11/8/2022;rsp
WORKSHEET B
RESTRICTED RENTS - 30% AMI, 2022 30% TCAC 30% TCAC
VINE CREEK APARTMENTS qualifying as qualifying as
CITY OF TEMECULA 30% CRL 50% CRL
Number of Bedrooms 1 2 3
A. California Redevelopment Law
Percent of AMI
30%
50%
50%
Assumed Family Size
2.0 3.0
4.0 Household Income (Rounded)
$20,970
$39,325
$43,700
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$524
$983
$1,093
(Less) Utility Allowance (1)
76 102
130
Maximum Monthly Rent
$448
$881
$963
B. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
30%
30%
30%
Assumed Family Size
1.5 3.0
4.5 Household Income
$19,800
$23,760
$27,465
Income Allocation to Housing
Monthly Housing Cost
(Less) Utility Allowance (1)
30%
$495
76 30%
$594
102
30%
$686
130
C. Maximum Monthly Rent
$419
$492
$556
D. Maximum Monthly Rent (Lesser of A or B)
$419
$492
$556
(1) Developer did not provide break-out of utility profile.
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WORKSHEET C
RESTRICTED RENTS - 50% AMI, 2022
VINE CREEK APARTMENTS
CITY OF TEMECULA
Number of Bedrooms 1 2 3
A. California Redevelopment Law
Percent of AMI
i---------------------------------------------
50%
Assumed Family Size
2.0 Household Income (Rounded)
$34,950
Income Allocation to Housing
30%: not applicable
Monthly Housing Cost
$874
(Less) Utility Allowance (1)
76 Maximum Monthly Rent
$798 I-------------------------------------------- s
B. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
50%
50%
50%
Assumed Family Size
1.5 3.0
4.5 Household Income
$33,000
$39,600
$45,775
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$825
$990
$1,144
(Less) Utility Allowance (1)
76 102
130
C. Maximum Monthly Rent
$749
$888
$1,014
D. Maximum Monthly Rent (Lesser of A or B)
$749
$888
$1,014
(1) Developer did not provide break-out of utility profile.
Prepared by: Keyser Marston Associates, Inc.
Filename: is Temecula —Vine Creek_ v6_33433;11/8/2022;rsp Page 33
WORKSHEET D
RESTRICTED RENTS - 60% AMI, 2022
VINE CREEK APARTMENTS
CITY OF TEMECULA
Number of Bedrooms 1 2 3
A. California Redevelopment Law
Percent of AMI
i---------------------------------------------
60%
Assumed Family Size
2.0 Household Income (Rounded)
$41,940
Income Allocation to Housing
30%: not applicable
Monthly Housing Cost
$1,049
(Less) Utility Allowance (1)
58 Maximum Monthly Rent
$990 1-------------------------------------------- s
B. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
60%
60%
60%
Assumed Family Size
1.5 3.0
4.5 Household Income
$39,600
$47,520
$54,930
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$990
$1,188
$1,373
(Less) Utility Allowance (1)
76 102
130
C. Maximum Monthly Rent
$914
$1,086
$1,243
D. Maximum Monthly Rent (Lesser of A or B)
$914
$1,086
$1,243
(1) Developer did not provide break-out of utility profile.
Prepared by: Keyser Marston Associates, Inc.
Filename: is Temecula —Vine Creek_ v6_33433;11/8/2022;rsp Page 34
WORKSHEET E
RESTRICTED RENTS - 80% AMI, 2022
VINE CREEK APARTMENTS
CITY OF TEMECULA
Number of Bedrooms 1 2 3
A. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
80%
80%
80%
Assumed Family Size
1.5 3.0
4.5 Household Income
$52,800
$63,360
$73,240
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$1,320
$1,584
$1,831
(Less) Utility Allowance (1)
76 102
130
B. Maximum Monthly Rent
$1,244
$1,482
$1,701
(1) Developer did not provide break-out of utility profile.
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NOTICE OF PUBLIC HEARING
CITY COUNCIL OF
THE CITY OF TEMECULA
CONSIDERATION OF A THIRD AMENDMENT TO THE DISPOSITION AND
DEVELOPMENT AGREEMENT FOR AFFORDABLE HOUSING FOR
VINE CREEK APARTMENTS
NOTICE IS HEREBY GIVEN that the City Council of the City of Temecula (the "City") will hold a public hearing on November 29, 2022, at 6:00 pm (or as soon thereafter as the matter may be heard) Council Chambers at City Hall, 41000 Main Street, Temecula, California 92590. The public hearing may be continued from time to time until completed. Any person desiring the opportunity to be heard will be afforded an opportunity to do so.
The purpose of this public hearing is to consider approval of a proposed Third Amendment to the Disposition and Development Agreement ("DDA") between the City of Temecula, as seller and lender, and Temecula Pacific Associates, as buyer, with respect to property (the "Site") generally located approximately 130 feet north of the Main Street and Pujol Street intersection, on the east side of Pujol Street, Temecula, California, for the development of a 60 unit, affordable housing project, known as Vine Creek Apartments (the "Development").
As required by California Health and Safety Code Section 33433, a report has been prepared summarizing certain aspects of the DDA and the First and Second Amendments to the DDA. Copies of such report are available for public inspection and copying, at a cost not to exceed the cost of duplication, at the office of the City Clerk at 41000 Main Street, Temecula, California 92590.
Interested persons wishing to express their views on the matter may attend the public hearing or, prior to the time of the public hearing, submit written comments to the City Clerk's office. An individual who challenges any decision regarding the above proposal in court may be limited to raising only those issues raised by any individual at the public hearing described in this notice or in written correspondence delivered to the City Council, at or prior to the public hearing. Due to the time constraints and the number of persons wishing to give oral testimony, time restrictions may be placed on oral testimony at the public hearing.
In compliance with the Americans with Disabilities Act, anyone needing special assistance to participate in a City Council meeting should contact the Office of the City Clerk at (951) 694-6444.
Notification at least 48 hours prior to the meeting or time when services are needed will assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting or service. Assisted hearing devices will be available at this public hearing without prior notification.
Further information may be obtained by contacting Brandon Rabidou of the City of Temecula, at 41000 Main Street, Temecula, California 92590, or by telephone at (951) 694-6400, or by email at Brandon. rabidouaa,temeculaca. gov
Published: November 14, 2022
Item No. 16
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: November 29, 2022
SUBJECT: Appoint Members to the Community Services, Planning, Public/Traffic Safety and Race, Equity, Diversity and Inclusion Commissions
PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council appoint members to the Community Services, Planning, Public/Traffic Safety and Race, Equity, Diversity and Inclusion Commissions.
BACKGROUND: The City currently has the following vacancies on its boards and commissions: Community Services Commission (2), Planning Commission (2) Public/Traffic Safety Commission (2) and Race, Equity, Diversity and Inclusion Commission (3). These vacancies were advertised and recruited for utilizing a variety of methods, including but not limited to, the printed newspaper, City website, Channel 3, social media, and community stakeholder platforms. The application period for these vacancies was September 1, 2022 — October 31, 2022.
The redacted applications submitted for consideration within the time period are attached. Terms will begin January 1, 2023 and run through the December 31, 2025. It is recommended that the City Council receive applicant presentations and appoint members to the Community Services, Public/Traffic Safety and Race, Equity, Diversity and Inclusion Commissions.
FISCAL IMPACT: None
ATTACHMENTS: Redacted Applications
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 29, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Ernest
First Name Middle Initial
Home Address
Temecula
City
Castro
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
BS Virginia Tech - Psychology,
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
Ernest Castro
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
None
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Volunteer at Community Mission of Hope, Dec 2021 to Present, Member of Bike Temecula Valley - March to Present
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I would like to serve on this commission as way to give back to the local community. I spent my professional life serving our country at the federal level in both the military and the intelligence community.
Now that I'm retired, I would like to use my experience and skills to help the city of Temecula. In the year that my wife and I have lived in Temecula, we have grown to love the community, people and life style of Temecula. I believe that I can bring a fresh perspective to the commission by having seen how other communities meet their local needs. My experience with the federal government has provided me with the experience to understand how to work within a system, expert knowledge of resource management and the ability to work with people at all levels. I have managed efforts from beginning to end and understand how to develop requirements, make resource decision and knowledge of program management principles. I also feel that I can help the commission with my experience in utilizing Temecula community services. I'm an active cyclist and often use the bike trails and lanes. In addition, I've visited many of the parks with my grandchildren to make use of playgrounds and splash pads. In conjunction with Bike Temecula Valley, I attended the opening of newest pump track in Temecula and the opening of the Bike Trail in Old Town, so I'm aware of some of the projects sponsored by the committee. In conclusion, I feel that my previous experience working in government and as an active user of Temecula community services, I would make a good commissioner. Thank you your consideration Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I feel that equity, diversity and inclusion requires active measures to ensure that all people have the same opportunities to access the resources of Temecula. This requires actively reaching out to all citizens of the city to Identify their needs, understand their perspectives and include them in decision making.
Including everyone in how the city plans for community services results in a stronger sense of community and trust in the city government. If selected, I would take steps to understand the needs of the community and communicate those to the city government. These steps would include seeking out people from all groups in the city to bring their diverse strengths, abilities, interests and perspectives into city planning.
Ernest Castro
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Gary Oddi, member of Community Services Commission, [email protected] Dale Borgeson, former member of Community Services Commission, Randy Videgar, former co-worker,
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
EJC Resume Base v4.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
Ernest Castro
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
FJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Ernest Castro
Ernest Castro
Temecula CA 92591
Ph n
Email:
Summary
Currently retired after 30 years of tenure with the US Government in a variety of positions with experience in program management, budget development and execution, management, and acquisition/contract implementation. Increasing levels of responsibility managing organizations from small ad -hoc projects to large scale organizations with personnel of various levels of experience.
Experience
Cornerstone Defense (Aug 2019 to Aug 2021)
Resource Analyst for a department in an Intelligence Community Agency providing financial and acquisition projections and tracking for a program of more than $100 million a year. Evaluated financial performance of contractors providing support to the department to include meeting labor and cost goals.
Developed acquisition documents to support competitive and sole source acquisitions. The program met or exceeded all government requirements for expending funds. Responded to questions from Agency level financial organizations and Congressional inquiries.
AECOM (Nov 2017 to Aug 2019)
Deputy program manager of a 200 person program supporting the Intelligence Community with linguistic support. Responsible for program execution against contract requirements to include meeting technical, cost and schedule goals.
Central Intelligence Agency (June 1988 - Nov 2017)
Chief of Staff - 2017 - Served as the chief of staff for a large organization involved in overhead collection with responsibility for staffing, action management, budget execution, policy and coordination with multiple government agencies.
Division Chief - 2013- 2017 - Served in multiple second level management positions conducting sensitive open source collection and acquisition.
Responsible for personnel management and staffing, budget execution, collection management and coordination across organizational boundaries.
Division and Branch Chief - 2006 -2013 - Multiple first and second level management positions in support of a technical collection effort. Responsibilities included recruiting, training and facility development for the effort. Also directed several technical collection activities.
Security and Program Management - 1988 to 2006 - Numerous assignments in program security and program management of security activities. ob Responsibilities during CIA employment and as a contractor:
Management - Numerous management positions to include managing mixed zontractor and staff work forces for large and small-scale efforts to include zollection and acquisition of information, support, training, R&D and recruitment.
Program Management - Experience throughout the program life cycle from requirements development to execution, operation and shutdown. Experience managing software and equipment development efforts, facility build outs, level of effort contracts and operational programs.
collection Management and Support - Multiple positions developing innovative solutions to collection challenges by fostering an environment where creativity around collection is not only encouraged, but required. This resulted in the development of sophisticated methodologies, information collection, and data procurement activities.
Skills
► Extensive experience developing requirements, action plans and policy ► Considerable briefing experience at the Directorate and above level ► Knowledge of the Intelligence Community
► Thorough understanding and experience with the US Government acquisition process
Education
Bachelor of Science, Virginia Tech in Psychology (1983) ► Level III COTR
► Numerous in-house courses on Program Management and Acquisitions ► Current TS/SCI Clearance with Full Scope Polygraph
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Stephanie _
First Name Middle Initial
Home Address
Temecula
City
Hernandez -Dawson
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
Stephanie Hernandez -Dawson
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
None, see resume for related experience.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Currently the secretary of the Temeku Hills Homeowners Association Executive Board. See Resume for other involvement.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
For over 10 years I have dedicated myself to serving my community in various capacities. I highly believe in the importance of being involved. Although my past and current involvement has mostly to do with children, I feel I am ready and have the experience to now be a part of city level involvement. I'd like to do my part to maintain this beautiful city and to bring fresh ideas to the table. Due to my background, cities I've lived in and different sectors I've worked and volunteered in, I feel I can provide perspectives that represent a wide range of Temecula residents.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As an individual with a diverse background, I would contribute important perspectives. I am a mother, a wife, a First Generation American, I've worked with children in differentiating cities, I've lived in densely populated urban cities, lived in suburban Temecula for close to 8 years, I've started my own business, been a stay-at-home mom for many years, craved my own path in the ever -changing post Covid world, and have also managed to create little communities for my children to thrive in. Throughout all my endeavors, I've gained knowledge of what communities and the communities within these communities need and have gained many experiences when creating solutions to problems these communities face.
My contribution to the City of Temecula would be this knowledge, experience, and versatile creativity.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Stephanie San Paolo, Realtor, 2. Kayla Teran, Downey Unified School District Employee, 3. Amanda O'Callaghan, Business Manager, , [email protected]
Stephanie Hernandez -Dawson
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Stephanie_Hernandez-
Dawson _Resume.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
W I Agree
Stephanie Hernandez -Dawson
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Stephanie Hernandez -Dawson
STEPHANIE HERNANDEZ-DAWSON
Temecula, CA 92591
phone /
Objective
Dedicated and motivated individual with a range of experience and skills working with people in varied settings. Currently a teacher and a homeschooling mother managing two homeschool co ops and an adult community group. Looking to apply my leadership and organization skills as well as my ability to work well with others into a position that helps strengthen my community.
Key Skills
- Extensive knowledge in general -60 WPM -Proven ability to work well as a computer applications including -Varied creative talents and team member.
Adobe Photoshop. abilities useful for project -Exceptional meeting and event -Fluent in Spanish (native speaker) implantation. planning ability. -Professional Photography Skills -CPR and First Aid Certified Experience
Independent Learning Academy — Murrieta 2022 - Current
Spanish Teacher
Spanish instructor for beginning Spanish courses for elementary school aged children.
Mermaid Kisses Photography 2021 — Current
Oumer/Photography
Turned a hobby into a small business. Focus on natural light photography, creating backdrops and settings for photographing mini sessions mainly of children and families.
One Group Southwest, Temecula, CA
2019 — 2022
Realtor
Over 10 years of experience in the real estate field. Serving clients who are interested in selling or purchasing homes.
Temecula Valley Unified School District, Temecula, CA
Instructional Assistant II- SDC
2016 — 2017
Job duties included providing academic assistance in a classroom setting for students in 6f to 811, grade in the subjects of math, science, English, and history. Responsible for supervising small groups of students outside of classroom for activities such as tests or quizzes. Also assisted teachers in checking classwork and updating power point presentations to be used as part of lesson plans. Worked with students individually as needed. 1of2 I Page
Experience Continued
Vintage Hills Elementary, Temecula, CA
Williams Elementary PTA Volunteer, Downey, CA 2011 — 2017 Communications Chair/ Vice President/ Ways and Means /
Yearbook Chair/Reflections Chair/Financial Secretary
In charge of or part of committees responsible for various PTA sponsored activities including but not limited to yearly fundraisers, Reflections Art Recognition Program, book fairs, family nights, and teacher appreciation week.
Created yearbooks for three school years from start to finish. Responsible for creating most event flyers, posters, and invitations. Also spent weekly scheduled time within classrooms assisting teachers with student group work, grading, and art activities.
Received Honorary Service Award in 2013 for volunteer work.
Quinn Emanuel Urquhart & Sullivan LLP, Los Angeles, CA 2010-2011 Payroll Clerk
Conducted scheduled time sensitive data gathering to process employee paychecks for international law firm with over 2,000 employees and several offices throughout the United States and overseas. Provided customer service to employees with payroll questions or concerns.
Prudential 24 Hour Real Estate / Escrow Net, Downey, CA 2006 — 2010 Listing Coordinator / OfRce Manager /Licensed Real Estate Agent and Notary Responsible for over 10-25 active single family residence listings and/or escrows. In charge of maintaining complete physical and digital files that exceeded Department of Real Estate standards for each transaction, setting up and conducting property showings and open houses, maintained property advertising, processed short sale transactions including negotiating final short sale figures with lenders, and upheld the highest level of customer service to clients.
Education
Mount San Jacinto College, San Jacinto, CA 2015 — 2016
History Major - AA degree in History with future career goals of teaching elementary or junior high school students.
Cerritos College, Norwalk, CA 2010 — 2014
12 Child Care credits in general education courses.
References Available Upon Request.
2of2 I Page
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 20, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Jeff P Kingsberg
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
SEE RESUME
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
SEE RESUME
Jeff P Kingsberg
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
SEE RESUME
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
SEE RESUME
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I wish to serve on the Community Services Commission as I believe it is an essential structure to maintain a high quality of life for our residents. We owe it to those we serve to reflect and evaluate on the question of "What opportunities are we making accessible to enrich their lives and families? This is similarly how I served students and colleagues in the Temecula Valley School District from 1987 through 2022. As a Temecula educator I promoted city programs by: *Developing the "Participating in Government" Project in which high school seniors attend and report on local government meetings *Creating opportunities for students to volunteer for local government agencies and non -profits through Community Service Learning Projects *Bringing groups of students to City Hall year after year to collaborate with the City of Temecula in implementing the Youth in Government Program *Facilitating groups of educators to attend and participate in multiple City of Temecula Santa's Electric Light Parades and State of the City Breakfasts Additionally on a personal level, my family and I have benefitted from City of Temecula programs such as Aquatics, Breakfast with Santa, City Youth and Adult Recreational Sports Leagues, and Parks and Trails.
Most recently, I was a participant in the Temecula 4th of July Parade as a member of the Temecula Valley Bike Coalition and am currently a participant in the City Pickleball Class at Mike Naggar Park. As both a teacher and student of Government, I have on occasion attended City Council and Commission meetings and often view them on-line to keep up with happenings at the city. Through my education and experiences, I have an understanding of local government processes and am highly qualified and well - prepared to serve on the City of Temecula Community Services Commission.
Value Statement
Jeff P Kingsberg
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As a Commissioner of Community Services, I would respect and support Resolution 2020-59 which created the Race, Equity, Diversity, and Inclusion Commission. This policy resolution demonstrates that the City of Temecula will build relationships, educate the community, and evaluate policies through these lenses. City Commissions such as the Community Services Commission do not operate in isolation, yet are connected through a network of city and community structures to promote cohesiveness. I would seek to build relationships with others across the city, including the Race, Equity, Diversity, and Inclusion Committee and support their work. As a career educator, I worked with a diversity of students and teachers who came from a variety of races, cultures, and perspectives. I always sought to promote a climate of respect in which all voices were heard and valued. Public Education is a microcosm of our city with much diversity in a K-12 school district as well as its' teaching force. I view my duty as a Commissioner to ensure all interests are heard and the decision making process includes consideration of the stated principles of equity, diversity, and inclusion.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1) Chuck Washington, Riverside County Board of Supervisors [email protected], 2) Dr.
Jodi McClay, Superintendent Temecula Valley Unified School District [email protected], 3) Dr. Gerardo (Jerry) Hizon MD, Director of Motion Medical Group motionmedicalgroup.com
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Jeff P Kingsberg
Attachments
Question applies to multiple boards
Jeff_Kingsberg Resume_2022.docx
Resume - If you wish to attach a resumeplease do so
here.
Question applies to multiple boards
Letter of Recommendation _Jeff _Kingsberg 1�pdf
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
We_the _People _Press _Enterprise _ Article_ and CA_ State_Courts Award.docx Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
V I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Jeff P Kingsberg
Jeff Kingsberg
Temecula, CA 92591
Ph:
Intention
Contribute to our community by serving a dynamic local
organization which promotes the common good
Personal Information
Temecula Valley Unified School District Educator (Retired, 2022) Great Oak High School Girls' Varsity Assistant Basketball Coach (Current)
Continuous Temecula Resident Since 1987
Married for Thirty -Four (34) Years; Two Adult Daughters and One Granddaughter
Professional Work History
2014-2022: PRESIDENT OF TEMECULA VALLEY EDUCATORS
ASSOCIATION (TVEA)
- Elected Representative for 1300 Teachers and
Specialists K-12
- Served as Organizational Leader and Chief
Spokesperson
1997-2014: SOCIAL SCIENCE TEACHER, CHAPARRAL HIGH
SCHOOL
-Instructed in Advanced Placement Government for
Eleven Years
- Coached Students to five (5) Regional Titles in
Constitution Mock
Hearing Competition
1987-1997: SOCIAL SCIENCE TEACHER, TEMECULA VALLEY HIGH SCHOOL
- Served as TVUSD Mentor Teacher in both History -
Social Science and
Community Service Learning
- Developed the "Participating in Government
Project" for 12t" grade
-Led the Varsity Boys' Basketball Program for five
(5) Years.
Education and Certifications
1983: Bachelor of Arts, Sociology, California State University Fullerton
1985: Ryan Single Subject Teaching Credential, Social Science, UC Irvine
1986: Supplementary CA Teaching Authorization English - Language Arts
1996: Master of Arts, Educational Administration, Chapman University
2003: Advanced Placement Teacher Certification, AP Government and Politics
2022: National Federation of High Schools Coaching Module Course Certificates
2022: American Red Cross First Aid/CPR/AED Training Certificate Volunteer Service and Community Affiliations
2022- Present: Temecula Valley Bicycle Coalition Member 2018-2022: Temecula Valley Council PTA Executive Board
Member
2017-2022: Member of Temecula Valley Chamber of Commerce via TVEA
2019-2021: Lions Club Speech Contest Volunteer Judge
2004-2014: Temecula Dollars for Scholars Announcer/Emcee 2002-2010: Volunteer Coach for Temecula Youth Basketball League
2002-2005: Interact/Rotary Club Advisor, Chaparral High School Awards and Recognitions
2022: Temecula Valley PTA Council Honorary Service Award 2022: California Teachers Association "We Honor Ours" Service Award
2022: Temecula Valley Unified/TVEA: "Years of Service"/Longevity of Service
2021, 2020: TVEA Advocacy Award
2013: Chaparral High NJROTC Teacher of the Year
2009: Jesus Christ Church of Latter -Day Saints Crystal Apple Recipient
2008: California League of High Schools Educator of the Year Nominee
COUNTY OF RIVERSIDE
District Office: French Valley
37600 Sky Canyon Drive, #505
Murrieta, CA 92563
(951) 955-1030 — Fax (951) 677-0669
Michelle DeArmond, Chief of Staff
E-Mail: [email protected]
www.SupervisorChuckWashington.com
October 26, 2021
• - • Riverside Office:
4080 Lemon Street, 5` Floor
Riverside, CA. 92501
(951) 955-1030 — Fax (951) 955-2194
Hemet Office:
* * 43950 Acacia Ave, Suite A
Hemet, CA. 92544
r (951) 955-1030 — Fax: (951) 692-3182
Supervisor Chuck Washington
Third District
To the Honorable Temecula City Council,
I am pleased to recommend Mr. Jeff Kingsberg to an appointment to the Temecula Community Services Commission.
I am quite familiar with Mr. Kingsberg's exemplary work as a longtime educator in our community. He taught History -Social Science at both Temecula Valley and Chaparral High School for twenty-seven years. Asa Temecula City Councilman, I had the opportunity to visit his classroom several times and speak with his students. It was clear to me they were learning about government processes in an engaging and motivating learning environment.
Jeff was instrumental in developing student opportunities to immerse themselves in the study of both local and national government. The "Participating in Government Project" has encouraged Temecula students to attend both city council and school board meetings for the last three decades. I worked with Jeff over the years through the "Youth in Government" program at city hall, in which high school seniors shadowed city staff and then enacted a mock city council meeting. His students at Chaparral High participated in "We the People: The Citizen and the Constitution," a mock congressional hearing competition, demonstrating their understanding of the United States Constitution and the Bill of Rights. Jeff's leadership at Chaparral High contributed to the school receiving one of twelve statewide Civic Learning Awards from the State of California Courts in 2014.
More recently, Jeff has served as the elected President of the Temecula Valley Educators Association, or TVEA.
Under Jeff's leadership, TVEA has grown as a community nonprofit organization. Since 2017, TVEA has been a member of the Temecula Valley Chamber of Commerce. TVEA has volunteered for and participated in events such as the Susan Komen Race for the Cure, Temecula Dollars for Scholars, The Temecula Educational Foundation Taste of Temecula, community food, clothing and toiletries collections, and their own "Fun 2B Fit" 5K and Children's Fitness Event.
Jeff is highly respected among the teachers and specialists across the Temecula Valley Unified School District. He communicates effectively with TVUSD Administration and the Governing Board. Jeff is industrious, meticulous, pragmatic and collaborative. He will strive for the common community good and work cooperatively with all stakeholders within the City of Temecula.
Sincerely,
wof,�
Chuck Washington
Riverside County Third District Supervisor
TEME C ULA: Chaparral High wins `We The
People' event
mor
Jeff Kingsberg's 'dvanced Placement Government and Politics class from Chaparral High School won the `We the People' event in San Diego, qualifying for the state event.
By PRESS -ENTERPRISE
December 27, 2013 at 12:38 p.m.
Jeff Kingsberg's Advanced Placement Government and Politics class from Chaparral High School outscored three San Diego area teams in winning the We the People: The Citizen and the Constitution Mock Congressional Hearing Competition at Grossmont College in El Cajon on Dec. 18.
Six student teams prepared four -minute statements and then responded to questions from judges on themes ranging from "What are the Historical and Philosophical Foundations of the American Political System" to "What Challenges Might American Democracy Face in the Twenty -First Century".
Student teams are scored on providing supporting evidence including constitutional application and balanced participation. This is Chaparral's fifth Regional Championship since 2006 and the team now qualifies for the California State Finals in Bakersfield on Feb. 7-8.
The students are Kat Alvarado, Ahmad Baiyasi, Stephanie Baker, Rachel Budd, Rachel Bushrow, Triston Carter, Carina Correo, Brianna Espinosa, Colin Ford, Karissa Frazier, Claire Gatzke, Megan Harless, Juan Herrera, Zachary Hunter, Jake Johnson, Taryn Kelley, Audrey Kelley, Sydney Kingsberg, Haley Knapp, Henry Lee, Michael Lyons, Ali Malik, Sydney Nanton, Kaela Nichols, Avalon Penrose, Morgan Eckel, Lauren Schlansky,
Bailey Sprague, Kyle Thomas, Andrew Tran, Zachary Varnam, Martin Verde and Emily Wilcox.
CALIFORNIA COURTS
THE JUDICIAL BKkN CH OF akLIFORNIA
Civic Learning Award: Chapparal High
School
Print
Chaparral High School
Temecula Valley Unified School District
County of: Riverside
Civic Learning Award of: Merit
Civic Learning Highlights
Chapparal High School's Participating in Government Project program helps students to increase awareness of and involvement in, local government issues that allow students to become
participants in the democratic process. Chapparal also offers an academic curriculum/extracurricular student club called We the People: The Citizen and the Constitution as a part of its AP Government and Politics classes. The program engages students to seek a deeper understanding of the US political system. Lastly, the Students Against Destructive Decisions (SADD) provides students with the best tools to cope with issues such as underage drinking, drug use, and teen suicide. It's goal is to inform, educate, support, and empower young people to make positive decisions.
Research -Based Civic Education Practices
This school demonstrates the following research -based best practices in civic education. For more information on research -based best practices, visit the Campaign for the Civic Mission of SchoolspY website.
• Provide instruction in government, history, law and democracy, and avoid teaching only rote facts about dry procedures.
• Discuss current local, national and international issues and events in the classroom, particularly those that young people view as important to their lives. • Conduct community service that is linked to the formal curriculum and classroom (Service - learning).
• Offer extracurricular activities that provide opportunities for young people to get involved in their schools or communities.
• Encourage students' participation in simulations of democratic process and procedures such as voting, trials, legislative deliberation, and diplomacy.
Contact Information
leff Kingsberg
Temecula, CA 92591
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 23, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
David
First Name
Home Address
Temecula
City
Lombardo
Middle Initial Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application. see resume
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
see resume
David Lombardo
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
see resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
see resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
Holding board seats previously for various organizations, I believe it to be vital to be apart of a community's growth.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I will continue these principles as I previously have in the public and private sector.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
see resume
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
None Selected
David Lombardo
Question applies to multiple boards
What range does your age fall into below?
None Selected
Question applies to multiple boards
What is your ethnic background?
None Selected
Attachments
Question applies to multiple boards
Lombardo_ Resume .pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
David Lombardo
David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
Personal Information:
David Lombardo
Temecula, CA 92591
Day & Evening Phone:
U.S. Citizen
Veteran: U.S. Marine Corps
Education:
Norwich University
Northfield, VT 05663
Bachelor of Applied Science in Strategic Studies & Defense Analysis, 2023 (expected) Credits Earned: 84 / 120 Semester hours
Work Experience:
GAVIN DE BECKER & ASSOCIATES
350 N Glendale Ave #517 Glendale, CA 91206
07/2021 — Current
Supervisor: Erik Triplet I [email protected]
Okay to contact Supervisor: Yes
Field Operations Leader
Serving as primary center point for disseminating information regarding security -related incidents on the property, as well as in the field. Coordinate contingency plans and emergency medical response for security incidents at the residence and in the field in dynamic environments. Conduct security and threat assessment audits of the property and make recommendations for improvement security measures on -site. Provide executive protection, driving, and logistics support, as needed, when the client travels both domestically and internationally while coordinating with local, state, and federal authorities.
KATMAI GOVERNMENT SERVICES
Building 61718 Camp Pendleton, CA 92055
09/2019 — 07/2021
Supervisor: John "Matt" Fennell I [email protected] Okay to contact Supervisor: Yes
Infantry Subject Matter Expert
Lead and aided in the instruction and facilitation of Ground Combat, Special Operations, and supporting elements in counterinsurgency, and near -peer threat doctrines. Liaising and conducting task lineage to develop an appropriate list of individual and collective tactical tasks necessary to support unit requested objectives. Lead performance discussions with the unit
David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
commanders to help determine decision points and relevant criteria, as well as possible options to facilitate learning. While providing performance assessment recommendations to the unit Chain of Command in support of unit assessments.
UNITED STATES DEPARTMENT OF STATE via GARDAWORLD FEDERAL SERVICES United States Embassy Kabul, Afghanistan 11760 Old Meadow Rd. Suite# 400 McLean, VA 22102 08/2016 — 04/2019
Supervisor: Don Taylor I [email protected] Okay to contact Supervisor: Yes
Integration & Training Instructor I Range Master I Protective Security Specialist Manage broad range of planning, analysis, and logistics for the Worldwide Personal Protective Services initiative for diplomats and VIPs needing specialized accommodation, discretion, and threat mitigation.
Implement security policies, procedures, and protocols for force protection comprising Emergency Response Teams, anti -terrorism, and law and order operations for customized individual protection services. Assist in planning and preparation of motorcade security, risk management, protection logistics, site security operations, crisis management, and asymmetric threats. As an Integration & Training Instructor while working in tangent with the Embassy Marine Security Detachment to strengthen, revise, and provide transparency between Marine & Kabul Embassy Security Force elements by writing reports and conducting briefings of findings, to include results post incidences. Performed comprehensive security assessments with the Diplomatic Security Service Field Protective Division & Emergency Planning Unit to identify security weaknesses and report situational updates to all essential personnel at the Diplomatic Mission. This through researching, collecting and analyzing data from a variety of sources relating to investigations within the area of operations. This in tangent to correlating duties qualifying and certifying over 1,600 key personnel in annual platform instruction and semi-annual Physical Efficiency Battery's for expatriates, third -country nationals, and local nationals.
UNITED STATES DRUG ENFORCEMENT ADMINISTRATION
Hartford Regional Office, CT
09/2015 — 11/2015
Supervisor: Supervisory Special Agent Michael W. Brown
[email protected]
Okay to contact Supervisor: Yes
Student Intern
Aided in the indirect assistance and observation of the Drug Enforcement Administration (DEA) to enforce the controlled substances laws and regulations of the United States and bring to the criminal and civil justice system of the United States, or any other competent jurisdiction, those organizations and principal members of organizations, involved in the growing, manufacture, or distribution of controlled substances appearing in or destined for illicit traffic in the United States; and to recommend and support non -enforcement programs aimed at reducing the availability of illicit controlled substances on the domestic and international markets. In carrying out its mission as the agency responsible for enforcing the controlled substances laws and regulations of the United States, while observing and aiding in the learning objectives for the PJ
David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
student volunteer program which allowed myself to learn and explore career options as well as develop personal and professional skills in the observation and indirect assistance of the DEA and its mission. The investigation and preparation for the prosecution of major violators of controlled substance laws operating at interstate levels, management of a national drug intelligence program in cooperation with federal, state, local, and foreign officials to collect, analyze, and disseminate strategic and operational drug intelligence information, while these opportunities provided work experience and personal growth related to my academic program.
GAVIN DE BECKER & ASSOCIATES
New York, NY 111684 Ventura Boulevard Suite 440 Studio City, CA 91604 United States 06/2014 — 09/2014
Supervisor: Marcus Messias
Okay to contact Supervisor: Yes
Security Staff Agent
As a Security Staff Agent with Gavin de Becker & Associates, the firms core mission and individual responsibilities protects people who are at risk, advises clients on the assessment and management of situations that might escalate to violence, and develops strategies for improving safety and privacy. Premier executive protection firm that provides physical security, logistical support, and advice to public figures, prominent families, government officials, government agencies, police departments, universities, large corporations, and artist individuals.
UNITED STATES MARINE CORPS
Camp Pendleton, CA 92055
07/2006 - 08/2014
Supervisor: MGySgt Paul Hoffman (Ret.)
Okay to contact Supervisor: Yes
Platoon Sergeant I Primary Security Officer I Chief Marksmanship Instructor Assigned as a unit leader, and principle tactical advisor in assisting commanders & operation managers in tactical employment of weapons, reconnaissance, and counterinsurgency in training and world -scale operations. While supervising the coordination & preparation of personnel, weapons and equipment valued at over fifty million dollars. Aiding the fire of supporting arms, from small arms to crew -served weaponry, while coordinating unit resupply, casualty evacuation efforts, and tactical interaction, coordination, and leading multi -national teams partnered with U.S. Marines, U.S. Army, British Army, & the Afghan National Army. Managing & advising the platoon commander on all issues of discipline, morale, and welfare. Coordinated, planned, and executed joint operations with members of the United States Department of State and the United States Secret Service to safeguard high ranking level officials, and high -risk personnel while maintaining liaison with key personnel to ensure the timely exchange of information regarding schedules, unscheduled movement, and intelligence updates for Special Operations Task Force 3 David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
West. Directly influenced the United States Marine Corps' Combat Marksmanship Program by expressing ideals during the Headquarters Marine Corps Marksmanship Curriculum Review Board & Symposium as a sitting board member, while also certifying over 300 Combat Marksmanship Coaches, & Combat Marksmanship Trainers as the Chief Marksmanship Instructor for the I It
Marine Division in foreign, domestic weapons, & tactics while managing instructor development, mastery, proficiency & teaching responsibilities.
Other Qualifications:
Job Related: A working knowledge of Microsoft Office software Clearance: Department of Defense Secret 2007-2014, Department of State Secret & DOD 2017- Current
Languages: Polish; limited working proficiency
Applicable Military Education Schools & Courses: Infantry Squad Leader, Formal Schools Instructor, Foreign Weapons Instructor, MOUT Instructor, Combat Marksmanship Instructor Trainer, Common Remotely Operated Weapon Station System's, Urban Breaching & Expedient Demolitions, Helicopter Rope Suspension Techniques Master, Aircraft Ditching & Emergency Breathing Devices, Full Spectrum Survival, Evasion, Resistance, & Escape (SERE Level C), Chemical, Biological, Radiological, and Nuclear Procedures, Chemical Agent, Live Tissue Tactical Combat Causality Care, National Safety Council Adult/Infant 1st Aid & CPR, Predator Tactical Off -Road All -Terrain Vehicle's SOCOM Variants', DOS Basic Field Firearms Officers Course, DOS Personal Security Specialist Course
rd
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 27, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Ashley N Matics
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 1
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
High School Diploma, Murrieta Valley High School, 2003-2007 Ashley N Matics
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
June 2021 to Now Employer Name: Rhea Lana's of Temecula Valley Employer Address: 31376 Chemin Chevalier, Temecula, CA 92591 Position Title and Primary Responsibilities: I am a general worker when this pop up consignment sale happens. I've done everything from merchandising, to working the floor, to monitoring the door. February 2017 to Now Employer Name: Matics Household Employer Address:
Temecula, CA 92592 Position Title: Mom Primary Responsibilities: - in my position as a full time caregiver for triplets my main responsibility has been raising 3 humans. Job duties include, but are not limited to, conflict management and resolution, extensive research on topics important to children, content writing and building teamwork.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
None
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Temecula Valley Mothers of Multiples, Non -Profit - Editor, 2018-2019 - Membership Chair, 2019-2022 - President, 2019-2021 - Vice President, 2021-2023 - State & National Rep, 2021-2023 Southern California Mothers of Multiples Clubs, Inc, Non -Profit - Scholarship Committee, 2019-2020 - Workshop Chairman, 2021 - Recording Secretary, 2021-2022 - Nominating Committee, 2022-2023 Helen Hunt Jackson PTA, Non -Profit -Ways & Means Chair, 2022-2023
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I have resided in the city of Temecula since the beginning of 2017. By late 2017 1 was actively using many of the community services offered to residents of Temecula. Since then I have frequently visited parks, used programs at the community center for my kids and enjoyed the many events the city puts on. In 2022 alone I have attended nearly every event put on by the city with my family. I absolutely love the community feeling I get at these events, and I'm so glad I get to raise my kids in Temecula, from birth until they go off to college. I feel like I'm qualified for this position because of the fact that I have a young family who utilizes many community services, and I've built extensive friendships with others in similar positions throughout Temecula. I will fight to bring more services to underserved parts of our community, like Districts 1 and 4.
Value Statement
Ashley N Matics
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As a mom of young kids living in this community I will bring a unique voice that the commission currently lacks. I will seek advice from those who have been on the commission for several terms and make choices that serve all residents of the community. I will consider any agenda items put before the commission with great care and research to make sure it's the best thing for our community.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Agnes Orth, Janet Pike, [email protected]
Katie Hensley,
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Ashley N Matics
Question applies to multiple boards
Community Services_ Letters_ of Recommendation _for _Ashley Matics.pdf Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Ashley N Matics
To Whom it may Concern,
I would like to send a letter of recommendation for Ashley Matics for the Temecula Community Services Commission. I have worked alongside Ashley on the Executive Board of the Temecula Valley Mothers of Multiples for the last 4 years. In every position Ashley has held -whether it was President, Vice President, Membership, and so on- she has modeled exemplary skills in many areas. Her thoroughness, time management, task prioritization, and execution are above the board and she set a high standard for the rest of the board members. She is naturally a go getter and eager volunteer, not only in our club but in the community as a whole. TVMOM planned a weekend long Southern California convention last Fall (2021) and Ashley was at the forefront of all the planned activities. Her leadership led to a very successful weekend in which a substantial amount of money was raised for philanthropic purposes in our local community. The convention wouldn't have been as successful without her. Some of the positions she has held in the recent years are:
-Editor, 2018-2019
- Membership Chair, 2019-2022
- President, 2019-2021
- Vice President, 2021-2023
- State & National Rep, 2021-2023
With full confidence, I would like to recommend Ashley Matics for all she offers to the community of Temecula. She would be a tremendous asset to our town, just as she has been in every role she has held previously.
Thank you for your time.
Sincerely,
Katie Hensley
Temecula Valley Mothers of Multiples
President 2022
To whom it may concern,
My name is Justine and I am proud to offer my recommendation of Ashley Matics, to whom I have personally known for three years as my friend and fellow board member of Temecula Valley Mothers of Multiples.
During my relationship with Ashley, I have experienced an individual who shows up earlier than asked, works hard, and carries themselves in a polite and respectful manner. In addition, Ashley is a family person who has always presented themselves with a levelheadedness and kind demeanor.
I have 2 sets of twins and during particular rough morning, I reached out to my club for help and support. Among the members that out poured so much love and support during my time of need.
Ashley was the one that came to my home and helped me with my children so I could have some time to myself. Taking her triplets and my four boys on a walk so this tired mother could shower. I will never forget that.
Ashley will be a great addition to any team, please do not hesitate to contact me if you should require any further information
Justine Wakim
9/26/2022
To
City of Temecula Boards
and Commissions To Whom It May Concern:
41000 Main St
Temecula, CA 92590
It is my pleasure to recommend Ashley Matics for a position on the Temecula Community Services Commission.
I have personally known Ashley since 2017 when she joined the Temecula Valley Mothers of Multiples (TVMoM), a local 501(c)(3) service club with a forty year history.
Ashley quickly became involved with the club, attending and hosting meetings and supporting the board. Ashley's first elected position with TVMoM was Editor of our monthly newsletter. She consistently put out a quality newsletter, writing her own articles and coordinating submissions from other members. Ashley was excellent at staying on top of the deliverables in this role and taking the lead to keep other members on schedule.
Ashley continued to demonstrate her skillset for project management in subsequent roles including Membership Chair, Vice President and President. Expanding beyond our local club, Ashley became involved with the regional organization Southern California Mothers of Multiples Clubs (SCMOMC) where she was elected to the position of State and National representative. In this position she ensures that the voice of SCMOMC and its member clubs are represented at meetings with other clubs in the state and with the national organization Multiples of America. have been consistently impressed with Ashley's dedication, productivity and quality of output. With those qualities combined with her passion and commitment to the betterment of our community I am positive that if given the chance Ashley will quickly become an integral member of the Community Services Commission and make the best decisions for the City of Temecula.
Thank you for your consideration,
U
AgnrOrftt
September 23, 2022
To Whom It May Concern,
I am writing this letter in regards to Ashley Matics. I have been on the board of a not -for -profit organization with her for the past 4.5 years. The skills and energy she brings to anything she does is outstanding. She has always been dedicated to helping people and brings a positive attitude to any and all tasks she commits to. Ashley is reliable and meets deadlines and helps out whenever we needed. She has always stepped up to help me complete tasks like a true team member.
Personally, I love how she has no fear in tackling problems and projects that most people would never do. Her personality shines out in everything she does. She has proven to be a huge asset in our organization as well as in my life. She is always willing to lend a hand when needed. When our organization was struggling to stay afloat, she stepped in and took over as President to keep it going.
She has held numerous positions for the Temecula Mothers of Multiples as well as for the Southern California Mothers of Multiples. She has proven that there isn't anything she can't handle.
Thank you for your time.
Sipeefely,
WRn elson Dodd
Treasurer of Temecula Valley Mother of Multiples
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 25, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Tammy _ Meyer
First Name Middle Initial Last Name
Home Address Suite or Apt
TEMECULA CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
Master of Arts in Education: Elementary Education; Bachelor of Arts in Home Economics: Child Development and Family Studies. Family Day Care License through the State of California: Meyer Family Child Care. Temecula Business License: Meyer Family Child Care.
Tammy Meyer
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
Self Employed: DBA The Child Centered Home emecula CA 92592 for 11 years. (see resume)
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
No previous experience
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Temecula Little League Team Mom - current, Temecula Campaign Action Group, Member, 3 years.
Temecula Moms Demand Action For Gun Sense in America, Events Lead, 3 years. Temecula Middle School Choir Booster, Member 2 years. Secretary 1 year. Temecula Valley Players Board Member, Social Media/Website Chair, 4 years. Abby Reinke PTA, 1 year, Parent Night Co -Chair Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I have been a working mom in Temecula for over 15 years. I moved to Temecula with my husband to give our first child a safe and engaging community to grow up in. Because of our work and commuting schedules we were limited to participating in activities and events that occurred in the evenings or on weekends. We made that work and enjoyed the classes and events that were available to us. Our second child came along in 2010, and not long after that I started my own home business so I could be home with my children while continuing to work in the field I loved. Taking the commuting issue out of my schedule freed me up to participate in more aspects of our city. I have volunteered for several organizations over the years including the PTA, Temecula Valley Players, and Temecula Moms Demand Action for Gun Sense in America. I have attended many City Council, TVUSD School Board, and REDI Commission meetings. I have attended city events like the Street Painting Festival, the 4th of July Star Spangled Parade, 4th of July Family Fun and Fireworks, Art Off the Walls, and the Tree Lighting Ceremony at the Duck Pond. I have participated in Santa's Electric Light Parade a few times with my child's Girl Scout Troop and also with Temecula Moms Demand Action (TMDA). I'm proud to say TMDA got the 2nd Place Award for marchers in 2018. 1 also ran a booth for TMDA at the Health and Community Resource Fair in 2019 to educate the community about gun safety. I participated in Reality Rally a few times. I helped Temecula Valley Players manage stations for a couple years, and then I participated on a team in 2019.
Because of my years of involvement with Temecula Valley Players, I would have to say the community theater is the nearest and dearest Temecula amenity to my heart. I have made many good friends and memories through the community theater. All in all I have tried to stay socially active in the City of Temecula and enjoy the benefits of living in such a great community. My wish to serve on the Community Service Commission is to be an advocate for working parents and to implement engaging programs and activities that benefit the diverse population that Temecula has become.
Tammy Meyer
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Equity, diversity, and inclusion are core values for me. I have been a preschool teacher for over 25 years, and I have always taught the children in my care to be kind, fair, and honest. I want to live in an inclusive society free of racism, xenophobia, anti-LGBTQIA sentiment, misogyny, and antisemitism. If selected for this commission, I would work to create a safe space for all residents, especially the LGBTQIA residents. I believe we can change hearts and minds through dialogue and understanding. We are all human no matter what we look like, where we come from, who we love, our educational background, and our socioeconomic status, and I believe that if we all get to know each others' stories we can make the community better and stronger.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
*Kathy Sizemore, Current Community Services Commissionare, *Cindy Bustos, Founder of Temecula Moms Demand Action,
*Arch Aitcheson, Temeku Hills Resident
*Terri Miller Schmidt, VP of Production for Temecula Valley Players_ *Angela Burch, Photographer Jessabug Photography & Kitchen and Bath Designer
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Tammy Meyer
Attachments
Question applies to multiple boards
Tammy Meyer_Resume.pdf
Resume - If you wish to attach a resume. please do so
here.
Question applies to multiple boards
AllisonLetterofRecCSC2022.pdf
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
copyoflicense.pdf
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
V I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Tammy Meyer
TAMMY MEYER
emecula, CA 92592
Home/Work: Cell:
Email
Website: www.childcenteredhome.com
Nature Explore Page: https://certified.natureexplore.org/child-centered-home/ Career To use my education and experience in the field of early childhood education and child development to enrich Objective: the lives of children, families, and teachers.
Education: California State University, Long Beach (CSULB) Master of Arts in Education:
Elementary Education (emphasis early childhood education) May 27, 2005 Bachelor of Arts in Home Economics:
Child Development and Family Studies December 22,1997
College Mt. San Jacinto College - Child Development and Education Instructor Fall 2007-Fall 2009 Teaching CDE 111 Child Health, Safety, and Nutrition
Experience: CDE 115 Math and Science for Early Childhood Education CDE 119 Infant/Toddler Growth and Development
CDE 126 Administration and Supervision of Early Childhood Education Programs I CDE 128 Administration and Supervision of Early Childhood Education Programs II CDE 201H Large Group Experiences
CSULB Extension - Child Development Instructor Spring 2005 FCS 215- Environments for Infants and Toddlers
Relevant The Child Centered Home (Meyer Family Child Care) - Owner/Teacher 2011-Present Work
Experience: Solely responsible for running a licensed family child care program including:
■ Successful completion of the process of licensing a child care facility through the State of California
■ Nature Explore Certification since 2017
■ USDA Child and Adult Care Food Program participant
■ Design and maintenance of business website and domain name ■ Parent marketing (i.e. advertising, outreach, promotional materials, tours) ■ Curriculum development/execution and planning of educational environment (3rd teacher) ■ Development of parent partnership through open communication ■ Created health and safety protocols pre and post COVID-19 Bright Horizons Family Solutions Q UTC - Director 2009-2011 ■ Oversaw the daily operations for an NAEYC accredited child care center ■ Supervised and evaluated the performance and development of center staff ■ Interviewed and hired appropriate applicants for positions within the center French Valley University - Director 2009
■ Managed a full service community child development program for children 18 months to 5 years of age
■ Executed a program for young children that focused on emergent curriculum ■ Supervised and evaluated the performance of center faculty ■ Built trusting relationships with parents and families, and educated them on developmentally appropriate practices
Continue to page 2
Continued from page 1
Bright Horizons Family Solutions/Cox Communication CDC - Director 2006-2009 ■ Oversaw the daily operations for a NAEYC accredited infant/toddler and preschool program ■ Developed the center budget and monitored monthly profit/loss reports and general ledger ■ Collected and processed fees and tuitions payments, including payments from tuition subsidy programs for low income families
■ Maintained cooperative relationship and communicated regularly with the corporate sponsor ■ Screened, interviewed, and hired teachers in collaboration with the teaching team and parent leaders
Bright Horizons Family Solutions/ChildrenFirst Inc. - Director 2002-2006 ■ Supervised the implementation of an NAEYC accredited back-up child care program serving families with children between the ages of 3 months and 12 years ■ Established and maintained a strong team of early childhood educators ■ Controlled the annual child care center budget, including salaries and material acquisitions ■ Acted as a liaison between center faculty, families, client sponsors, and corporate headquarters ■ Recruited faculty through outreach with local community colleges and universities ChildrenFirst Inc. - Lead Teacher
2000-2002
■ Oversaw all aspects of curriculum development and implementation ■ Planned and implemented workshops for teachers and parents ■ Successfully participated in NAEYC Accreditation process ■ Responsible for the tracking and maintenance of all health and safety related issues ■ Assumed the role of supervisor in the absence of the director ChildrenFirst Inc. - Teacher
1999-2000
■ Provided developmentally appropriate learning experiences for children between the ages of three months and twelve years
■ Assisted in the evaluation of the center program
■ Oversaw substitute teachers, interns, and volunteers in their assigned classrooms ■ Participated in the set up and opening of a brand new child care facility Bright Horizons Family Solutions - Teacher
1998-1999
■ Responsible for the primary care and nurturing of assigned group of children ■ Communicated with parents on the progress and well being of their child through verbal interaction, day sheets, portfolios, video documentation, and parent conferences ■ Worked with teaching team to provide continuity of care CSULB: Child and Family Center (Lab School) - Head Teacher 1997-1998 ■ Mentored child development students enrolled in fieldwork, internship, and/or directed studies classes
■ Coordinated the curriculum of the program to ensure consistency and diversity ■ Served as a liaison between the morning and afternoon teaching staff ■ Participated in staff meetings to discuss the goals and results of the program Presentations: Success By 6 Star -Quality Rating System and Orange County United Way Workshop for Star Quality centers
Topic - Effective Transitions
Services for Early Education and Development (SEED) &
Orange County Association for the Education of Young Children (OCAEYC) Annual Fall Collaborative Conference
Topic - Respectful Interactions with Infants and Toddlers Continue to page 3
Continued from page 2
Trainings: CPR, First Aid and Health & Safety Certification West Ed - Program for Infant/Toddler Caregivers (PITC) Module I & II Resources for Infant Educarers (RIE) I Certification
Affiliations: National Association of Early Childhood Teacher Educators Association for Supervision and Curriculum Development
North American Association for Environmental Education/Natural Start Alliance North American Reggio Emilia Alliance (NAREA)
Nature Explore Certified Program
National Association for Family Child Care
National Association for the Education of Young Children (NAEYC) California Association for the Education of Young Children (CAAEYC) Orange County Association for the Education of Young Children (OCAEYC) ■ Newsletter and Website Chair
March of Dimes
■ Walk America Team Leader
THINK Together
■ Volunteer/mentor helping school -aged children with their homework after school Honors: Pi Lambda Theta - Honor Society
Kappa Omicron Nu - Honor Society
ChildrenFirst Inc. - Excellence in Teaching Award
Skills: Microsoft Word, Excel, Power Point, Publisher
Letters of Recommendation Available Upon Request
September 25, 2022
Letter of Recommendation for Tammy Meyer to be appointed to the Community Services Commission
Dear City Council Members:
I am honored to write a letter of recommendation for Tammy Meyer as a Community Services Commissioner. My husband and I have lived in Temecula for 24 years and raised our two sons here. I am a Licensed Clinical Social Worker and currently a Deputy Director with Riverside County Department of Public Social Services, where I have worked for 23 years.
I have known Tammy Meyer for over four years and can confidently say she is a person of impeccable character. Mrs. Meyer is an excellent candidate for the Community Services Commission as she has worked faithfully to better our community. Tammy has long been an advocate for parents and families and all of our diverse residents. She is a business owner; operating her home -based childcare business for over 11 years.
Tammy and I have worked together on many projects including our local Temecula Moms Demand Action group where we have coordinated tabling at events, rallies, and postcard parties. Tammy is very organized and detail -oriented while also seeing the big picture and staying focused on long-term outcomes. Tammy has a particular knack for outreach and communication which would benefit her greatly as a Commissioner.
Tammy and her family have lived in this beautiful community for over 15 years and her children have benefitted from our top ranked public schools. Tammy is the mom of an LGBTQIA child and has a passion to ensure Temecula is an inclusive, welcoming environment for all. She has been an active participant in our community and has formed relationships with many people who care about the well-being of Temecula.
I recommend Mrs. Tammy Meyer for the Community Services Commission without hesitation. Should you have any questions, please feel free to contact me at - Sincerely,
Allison Donahoe -Beggs, LCSW
Temecula, CA 92592
State of California
Department of Social Services
Facility Number: 334840644
Effective Date: 01/2812011 Total Capacity: 8
In accordance with applicable provisions of the Health and Safety Code of California, and its rules and regulations; the Department of Social Services hereby issues this License to
MEYER, TAMMY
to operate and maintain a
FAMILY DAY CARE HOME
Name of Facility
MEYER FAMILY CHILD CARE
TEMECULA, CA 92592
This License is not transferable and is granted solely upon the following:
MAX. CAP: 6 - NO MORE THAN 3 INFANTS OR 4 INFANTS ONLY. CAP 8 - NO MORE THAN 2 INFANTS, 1 CHILD IN KINDERGARTEN OR ELEMENTARY SCHOOL AND 1 CHILD AT LEAST AGE 6.
Client Groups Served:
CHILDREN 1 INFANT
Complaints regarding services provided in this facility should be directed to:
INLAND EMPIRE CHILD
Jeffrey Hiratsuka
Deputy Director,
Community Care Licensing Division
(951)782-4200
Authorized RepresentativeofLicensing Agency
Uc203A03W)FAS POST IN A PROMINENT PLACE cu-TA018b
Print Date 01/3112011
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 13, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Henry _
First Name Middle Initial
Home Address
Temecula
City
Miller
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
W District 5
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
I have a certificate in Special District Administration. Two certificates in Leadership. AA in Business Administration. BS in Public Administration.
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
I have been retired for the last 6 years.
Henry Miller
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Volunteer with Riverside County Parks Department, 1973-1982. Commissioner, Boy Scouts of America, 1985-1992. Parks and Recreation Commission, 1992-1993, City of Temecula. Community Service Commission, 1993-2000, City of Temecula. Trustee, Temecula Public Cemetery District, 2001-2016, County of Riverside.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
I served in this Boy Scouts, as a Scout and Commissioner for a period of Twelve years. I have served Twenty Five years with The Springs Community Church. I have been a member of the San Diego Zoological Society since 1973. 1 have been a member of chapter 28 of the DAV since 1988.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I wish to serve my city because I believe in building, improving ,and maintaining community, preserving a good quality of life. I have served for over 45 years to my County, Country, and my City. I have experience in the activities of the Commission, its role to the Council, and to the Community. I'm available.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I too believe in these principles. We need to include all citizens in the programs and projects. Encourage diversity through unity in the quality of life based programs and projects the City Council invested in. With these principles we will build equity for the lives of our citizens and business owners in our City. In 1997 1 signed a pledge to uphold such principles.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Henry Jachob Miller, Son, Henry Perez, logistics worker, Richard Sigmund, retired military,
Self -Selection Options
Henry Miller
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Henry Miller
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Christian Pedersen
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
Master of Public Policy, Pepperdine University: (2014) Specialization: State and Local Politics, International Relations Bachelor of Arts: Political Science, California State University San Marcos (2010) Bachelor of Arts: Mass Media Communication, California State University San Marcos (2010) Panetta Institute for Public Policy, California State University Monterrey (2009) Policy Fellow: Selected as 1 of 25 students nationwide for participation nonpartisan program to leadership development, national security, intelligence collection, the legislative process, and crisis management, Research Thesis: The State of Cyber-Security in the United States: Recommendations for Congress and the President Christian Pedersen
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
See attached Resume for Relative Work Expereince
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Not currently
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Board Member, Valley Resource Center Non -Profit (2016-2019) Alumni Advisory Board Member: Sigma Chi Fraternity: Mu Beta Chapter (CSUSM) 2015 - Present Alumni Advisory Board Sigma Chi Fraternity:
Delta Xi Chapter (SDSU) 2016 - Present Board Member: Pepperdine SPP Alumni Committee: 2014 - 2018, 2022 - Present
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I first became interested in public service as a High Schooler here in Temecula. I served on the Temecula Teen Council at the Community Recreation Center, where I worked to plan youth -related attractions and events for Temecula Residents. When my A.P. Government teacher asked me to attend the City's Participation in Government Day, I did so. I became fascinated observing the workings of local government, which inspired me to study political science in college and, more specifically, the workings of local government in Graduate School. As a consultant with Ascendance Strategies, I have worked with several municipalities across the county, helping cities improve their communication, responsiveness, and effectiveness. Now that I have returned to Temecula, I hope to combine my education, service history, and experience by serving the City of Temecula. There are not many places quite like Temecula, and I hope that with my service, the City of Temecula can continue to be a shining example of what life in Southern California can be.
Value Statement
Christian Pedersen
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
When asked why the American Colonies needed their independence, Benjamin Franklin answered we have become a new people, we need a new nation." Diversity is deeply rooted in our American tradition.
The melting pot of people and ideas has perpetually redefined the American experience. I attended a university that prided itself on promoting diversity. As a member of the Orientation Team and Chairman of the Associated Students Board of Directors, my job was to include and engaging students of all perspectives and experiences. As a small business owner, I understand the value of different experiences and beliefs. I have learned that the best ideas, are ideas which have been challenges and tested.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Michael Payne: Managing Partner: Arthur Pham, Director of Finance: John C Hall: Student Affairs: [email protected], Jace Getskow:
Los Angeles County Sheriff
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question PEDERg ie to multiple boards
_City of Temecula.doc
Resume - If you wish to attach a resume, please do so
here.
Christian Pedersen
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act. rJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Christian Pedersen
CHRISTIAN PEDERSEN
SUMMARY
Five years of experience lobbying elected officials in Southern California on behalf of students at Cal State San Marcos.
Four years of legislative experience working on legislative analysis and public outreach for California elected officials.
Eight years of experience in public policy and geo-political analysis.
EDUCATION
Masters of Public Policy, Specialization: International Relations, State and Local Government April 2014 Pepperdine University — Malibu, CA
Awarded Dean's Fellowship and Academic Scholarship
Bachelor of Arts in Political Science, Magna cum Laude May 2010 Bachelor of Arts in Mass Media, Magna cum Laude May 2010 California State University San Marcos (CSUSM) — San Marcos, CA • Graduating Senior of the Year, CSUSM Cougar Wall of Fame, 2010 • Political Science Department Outstanding Graduate, 2010 • President Scholarship recipient and Ambassador for the University, 2005 — 2010 • Lifetime member of Alpha Delta Lambda, Pi Sigma Alpha, Golden Key International Honor Societies Leon and Silvia Panetta Institute of Public Policy Fall 2009 • Selected as 1 of 25 fellows nationwide to study with the Panetta Institute of Public Policy in Washington, D.C, a nonpartisan program committed to leadership development, political compromise, policy analysis, and public engagement. • Research Thesis: Cybersecurity policy recommendations for Congress and the President
RELEVANT POLICY EXPERIENCE
Ascendance Strategies, Managing Partner 2014 to Present • Analyze geopolitical events, and provide predictive analysis on potential events and economic consequences for clients.
• Analyze geopolitical events and provide predictive analysis on potential international, political, security, and economic consequences for clients.
Produce threat assessments for customers traveling internationally and bringing business assets into foreign markets.
• Design custom security strategies for clients traveling to remote or hostile environments. • Developed and implemented the Department of Treasury Emergency Rental Assistance Program for the City of Jacksonville, Florida, and Berkeley County, South Carolina. • Evaluate emergency contingency plans to respond to natural disasters, physical attacks, data breaches, and hacks.
• Provide crisis management and coordinate support assets internationally. • Create strategic communication plans to develop effective and targeted messages. • Innovate security protocols and SOPS to improve perimeter security, physical asset protection, and cybersecurity for high - risk targets and international operations.
• Create white papers for clients analyzing: militant groups, transnational crime, terrorist groups, nuclear security, global energy markets, cybersecurity, border disputes, and international agreements. • Monitor open source and commercial threat intelligence for emerging threats.
California State Assembly, Senior Intern 2013 to 2015
• Supervised office interns and assigned weekly community correspondence goals and outreach goals. • Managed social media and the Assembly Member's online presence and created and edited the monthly district newsletter.
• Researched proposed legislation and assessed and compiled recommendations for legislative staff and Assembly members.
• Wrote public policy briefs for the office staff and drafted op-ed articles on behalf of the Assembly Member. • Presented legislative updates to community stakeholders, local government, and business partners. • Created the first District Office Internship program and recruited and trained a team of 15 office interns.
Chris Pedersen -I I
United States Congress, Public Engagement Specialist Intern 2013 to 2015 • Managed Satellite Office, oversaw constituent correspondence, and processed official legislative requests. • Created constituent files and tracked constituent casework with Internet Quorum software. • Researched and drafted briefings for congressmen and wrote reports on local issues and political developments.
• Assessed fiscal impact reports, analyzed legislation, researched legislative history, and created recommendations for staff.
• Planned and organized town hall meetings with the Congressman and other elected dignitaries.
Operated Congressional outreach booths at community events, represent the Congressman and communicated policies with constituents.
• Developed partnerships with government agencies, Members of Congress, and foreign dignitaries on behalf of office.
United States Congress, Legislative Research Analyst Intern 2012 to 2014 • Managed the reception lobby and welcomed visitors and initiated processing of federal casework and investigations. • Documented, complied, and analyzed constituent concerns; drafted political responses on behalf of Congressman. • Formatted new templates for Congressional proclamations, letters, and certificates. • Developed system to monitor district outreach, doubling the speed and scope of communication efforts. • Tracked legislation, monitored progress through congressional committees, and briefed staff on developments.
Pepperdine University, Political Science Department Teaching Assistant 2013 • Taught introductory Political Science 100 course to freshman students covering topics such as: United States Constitution, separation of powers, campaigns and elections, California State politics, trends and political polling. • Prepared eight review sessions a semester, prepping groups of 30 to 40 students for the class examinations.
California State Senate, Field Representative Intern 2012 to 2013 • Represented Senator in meetings throughout the district with local government, businesses, and interest groups.
• Managed constituent relations, tracked legislative developments, and created fiscal impact reports. • Attended zoning, planning, and development meetings with local government, and reprted developments to staff.
• Drafted daily constituent correspondences and created Senate legislative proclamations. • Presented legislative reports to constituent and community groups at the Senator's request. • Coordinated and executed networking events with community members and district organizations. • Presented legislative updates, Senate Awards, and certificates at public events.
United States Congress, Panetta Fellow Capitol Hill 2009 • Managed constitution response and compiled district opinions on selected political issues. • Attended policy briefings in the House of Representatives and drafted legislative summaries for the Representative.
• Maintained the official legislative record and aided the Representative in legislative hearings. • Researched legislation at the request of constituents, and coordinated services between government agencies. • Assisted the Congressman with three Tele-Town Hall meetings by screening phone calls and researching legislation.
• Conducted tours of the House of Representatives, Capitol Hill, and the Library of Congress for diplomats and special guests of the Congressional Office.
• Researched pending legislation, tracked legislation through committees, and summarized developments.
RELATIVE LEADERSHIP EXPERIENCE
International City/ County Managers Association (ICMA), Secretary 2013 to 2014 • Organized service projects with City Official's and presentations from professional working in local government. • Co-founded the Pepperdine University Chapter of ICMA, drafted the chapter bylaws and the governing constitution.
Network Colleagues, Vice -President, Alumni Advisor 2008 to 2012 • Piloted the first annual campus wide networking event of 400 students, alumni, faculty, and local businesses participants. • Founded the student organization, wrote the organizational constitution and filed organizational documents. • Advised the student executive board and presented on professionalism and networking.
CHRISTIAN PEDERSEN
Student Ambassador for the University 2005 to 2010
• Assisted with University fundraising efforts as the featured student speaker at the yearly "President's Circle Dinner" for donors. • Consulted with President Haynes and departmental Deans each semester to discuss the impact of changing University policies on the student body, and acted as emissary for the University within local community, served on University master planning team. • Nominated to speak at the "Leadership Awards Night" on three separate occasions. • Spoke at the annual "New Student Convocation" to welcome incoming students to the University and promote University values of leadership and involvement.
CSUSM ASI Lobby Corps, Outreach Specialist 2005 to 2009 • Arranged voter information and education events across campus to inform students of candidates and ballot initiatives. • Lobbied three State and two Federal Representatives on behalf of the Cal State University student body.
Orientation Team, Campus Orientation Leader Fall 2005 to Fall 2009 • Supervised teams of student volunteers, registered students for classes, and created individualized graduation plans.
Facilitated workshops to teach: cultural sensitivity, safe -zone counseling, multi -cultural programming, tour guiding, class registration, teamwork, communication, and academic advising to team members.
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Deborah
First Name Middle Initial
Home Address
Temecula
City
Skaggs
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 1
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
High school graduate, some college, specialty college - chiropractic assistant college, continuing education courses for chiropractic assistant.
Deborah Skaggs
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
Worked with a doc in the valley here for 25 and a half years. I was let go for not getting the vaccine. If this position requires masks and/or vaccine proof then I won't be eligible.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Always involved with service... nothing necessarily "organized". I serve others by doing random acts of service for them.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I'm involved in "city based" events by virtue of service I do with the church organized projects that we do as well as the service projects/events GOHS does. I'm in there getting my hands "dirty" along side my husband.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I may be the odd one out and I may not be "politically correct" here but I don't exclude anyone from anything. So, I'm not sure what "other way" there is but to include everyone. I put on a Ladies Christmas Social every year in my home (this is year 15!!) and there are all walks of life invited and attend. I don't discriminate for any reason. I apply equity, diversity and inclusion in my own personal life so nothing will change if I'm appointed to the Board.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Don Skaggs/spouse - [email protected] Liz Baker/friend - Shannon Johnson/friend - Deborah Skaggs
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
V I Agree
Deborah Skaggs
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Deborah Skaggs
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 16, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Robert _ Bender
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
Robert Bender
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
N/A
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
N/A
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I wish to serve on this commission in order to become a better ambassador of this city. I've always wanted to be involved in my community and have come to love this city so this makes the most sense to help grow the potential I see within our city limits. I did run for this position in 2021 and have join the Chamber of Commerce to gain more exposure to the people in the community in order to gather a better understanding of what they are looking for. I feel this will provide a solid understanding of what the community needs as decisions are made within the future planning of the public sector in Temecula.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I understand different people value different things. If appointed, I would be focused around the vision of the community and the principles that create an environment where equity, diversity and inclusion is inherently built into the fabric of future planning.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Jonathan Ingram, Murrieta City, Ryan Garcia, Regional
Manager, [email protected] Len Berg, Adidas Golf,
[email protected]
Self -Selection Options
Robert Bender
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume- 2021.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Robert Bender
Bobby Bender
Temecula CA. 92592
Established Skills
➢ Team Leader --Great work ethic --Excellent communication skills --Resilient interpersonal relations --Prompt learner --Active listener --Problem solver--Multi-tasking skills --Superb customer service ➢ Pershing LLC, Envestnet, Money Guide Pro, Morningstar Analytics, Microsoft Excel, Experience
Wells Fargo Advisors
Associate Vice President— Investments Oct. 2020 — Present ➢ Accepted a position with the Private Client Group within Wells Fargo Advisors October 2020 ➢ Transition my client base as efficiently as possible, moving roughly $50MM ➢ Design client portfolios that were built on Technical and Fundamental research while at previous firm ➢ Daily management of risk analytics and derivative markets to implement within portfolios US Bancorp Investments
Wealth Management Advisor Sept. 2017-Oct. 2020
➢ 2019 Legends of Possible Award Winner
Intemal/External partnership development across branches, business line partners and external partners ➢ Utilize Econometrics background to design and implement investment strategies based on analytics measurements
➢ Prepare and Conduct quarterly/annual due diligence reviews for clients ➢ Constant public market research, both credit and capital ➢ Technical and fundamental research into individual securities and managed portfolios to suit client objectives
Developed understanding of quantitative analysis
)�- Partnership development with Private Wealth PMs and teams Bank of the West
Wealth Financial Advisor
Nov. 2014-Sept. 2017
➢ Developed internal partnerships with branch members and business line partners ➢ Created and implemented investment strategies and financial planning A Managed various retail and retirement assets as well as institutional 401k assets ➢ Guest speaker at 3 Annual Conferences
➢ Grew Wealth Group as a region from outside the top ten to number 1 since Q3 2016.
A Finished 2016 as #3 Advisor in Bank of the West
Waddell & Reed Financial Advisors
Investment Advisor Representative
➢ Held financial seminars to generate leads
➢ Conducted in-depth client reviews of current circumstances and future goals Created and Implemented investment strategies for clients with various networth's Education/Internship
Cal State San Marcos University
➢ B.A. in Economics with a focus in Econometrics
➢ OTC Investor Source Internship
Licenses
➢ Series 7, Series 63, Series 65
Accredited Investment Fiduciary AIF®
A Colorado Life & Health Insurance
➢ Licensed in CA, CO, MI, OR & IL
June 2013-Nov.2014
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 11, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Ryan _ Bradley
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
Ryan Bradley
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I believe it's imperative we give back to our communities in whatever capacity we can. We after all can be part of the solution or part of the problem. I choose to impact my communities by serving as an HOA president, sitting on a healthcare policy board and volunteering in leadership positions at San Diego LGBTQ Pride. I review all the planning commission reports, interact with our council -members and I'm not ready to be part of what makes our community great -civic engagement.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Absolutely. Diversity is what makes this country and our town great and it's imperative we remain a community that is accepting of all its residents. As a potential board member I would make sure to represent the diverse views of our community to the best of my abilities.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Tracy Tellefson, VP of Network, Alignment Health Plan, , Steven Hull, Consultant, Infor, Michele Ivey, Sales Director, Aetna, Self -Selection Options
Ryan Bradley
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Ryan Bradley Updated_ Resume_2022.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Ryan Bradley
San Diego, CA -
• Linkedln
HEAD OF SALES & DISTRIBUTION
Growth Strategist I Revenue Generation I Sales Cycle Management Insight -driven, multi -faceted, goal -oriented professional with a proven track record of successfully generating strategic pipelines of brand -loyal customers, shaping top -tier teams of client - facing associates, cultivating high -touch relationships with healthcare industry clients, and identifying tactical opportunities to drive sales and penetrate new markets. ✓ Proficient in consultative sales, business development, account management, lead generation, pipeline management, product development, and negotiations. ✓ Leads with drive and purpose, aligns teams toward common goals and tactical objectives using a top -down servant leadership approach. Continually challenges and inspires team members to meet or exceed their professional potential. ✓ Time -tested strategist, growth catalyst, and sales closer; employs a solution -based, value-added, and consultative approach to identify pain points, anticipate client objections, overcome customer hesitancy, and effectively differentiate corporate products vis-a-vis the competition.
..........................................................................................................................................................................................................................................................................................................................................
Strategic Planning &
Execution _ Relationship & Partnership
Client Acquisition & = Building _ Up -Selling & Cross -Selling Retention _ Cross -Functional Collaboration Marketing & Business Sales Pipeline Management Analytical Problem Solver _ Development Account Management & Top -Tier Communicator & _ New Market Penetration Growth = Negotiator Healthcare Industry Expertise
Product Development & = Product Commercialization & Team Leadership & Development Ownership _ Launch
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, .............................a 2008 to Present • AETNA INC. • San Diego, CA
Managed healthcare company that sells traditional and consumer directed insurance and related services. Acquired by CVS Health in 2018.
Head of Sales & Distribution (2017 to Present)
Own the full sales cycle for a suite of products within Aetna's portfolio of healthcare product, plans, and services; drive the successful marketing, distribution, commercialization, and launch of key healthcare and insurance programs to maximize product adoption, shape a differentiated customer experience, and achieve established revenue and KPI goals.
Core Contributions:
• Partnered across legal, regulatory affairs, finance, and operations teams to develop, launch, and manage the Attain program, an innovative, smartwatch-based member engagement program designed to inspire physical activity and reduce overall claims. • Piloted the Attain program with 500K+ national consumers; successfully scaled to 2.5 million medical members within 12 months of product launch.
• Achieved 150+ plan sponsor purchases over a 24-month period across all geographic regions and target market segments.
• Owned, managed, and launched Aetna's AFA (Aetna Funding Advantage) Small Group watch program across 34 states; scaled to 40K+ watches in under 12 months. • Designed integrated sales tracking, management, and enrollment processes to scale operations and accelerate progress toward growth objectives.
• Created new metrics to evaluate product performance, identify gaps, and capitalize on improvement opportunities.
• Established new compensation and field tools to support rapidly expanding product sales. • Built mentor-mentee relationships with individual talent; trained in account management best practices.
• Scaled Attain program members from 130 in 2020 to 250+ in 2021. • Established and managed the full customer service experience to support Attain's launch in 2019; mapped the customer journey, sourced a pre- and post -enrollment vendor, optimized all customer touchpoints, created customer -oriented teams and policies, and employed an educational and partnership -based approach to resolve concerns and deliver a seamless customer experience.
Relationship Manager (2015 to 2017)
Sales Executive (2008 to 2015)
Cultivated and nurtured high -touch relationships with key brokers, agencies, and business partners to promote a portfolio of insurance products (Individual Voluntary, Medicare, and Small Group) across the San Diego, Inland Empire, Orange County, and Los Angeles markets. Managed and developed assigned territory to achieve established revenue and margin goals.
Core Contributions:
• Drove the commercially successful launch of Aetna's AARP Essential Premier Health Insurance portfolio; scaled into the highest performing market in the country by identifying best -fit ' agents, training them into top producers, communicatingEEMS "-
product benefits and differentiating factors, and providing _ 'S continuous product education.
• Launched and managed Aetna's 2"d major Accountable Care Organization (ACO), a partnership between Aetna's health plan and PrimeCare's network of providers, to raise awareness of the PrimeCare product line.
• Delivered group presentations to promote Aetna products to the Medicare direct -to -consumer market; conducted beneficiary home visits and presented at CMS filed sales meetings, among others. • Achieved up to 140% of Individual Voluntary quota and 150% of Medicare quota over tenure. • Recognized with the 'Top Sales Executive' status for 2013 in the Employer Group category. • Ranked within the Top 5 in the Employer Group category for 2014. • Recognized as 'Top Relationship Manager' in State for exceeding 2015 metrics. • Cultivated a 360-degree overview of the industry, including: growth drivers, regulatory environments, product commercialization, and go -to -market strategies. 2006 to 2008 • REPP-GARTNER INSURANCE INC. • San Diego, CA Insurance agency located in San Diego, CA and pioneer in insurance lead management.
La Jolla Senior Health Insurance Broker
Conducted 100+ warm and cold calls on a daily basis to promote health/life insurance products across a 30-state region and drive client pull -through. Processed client applications and compiled insurance -related documentation.
Core Contributions:
• Ranked #1 in New Business Sales for 13 consecutive months.
EARLY CAREER:
Bauer Insurance Services • Poway Health Broker (2006-2007) Cornerstone America • Insurance Agent (2005-2006)
SOUTHERN NEW HAMPSHIRE UNIVERSITY • Bachelor of Science (BS), Business Administration (Graduation August 2022 1 3.846 GPA)
MESA/MIRAMAR COLLEGE • Coursework in Marketing and Psychology Vice President of Membership I Desert Cities Association of Health Underwriters I June 2014-Current Vice President of Membership & Retention I Inland Empire Association of Health Underwriters I June 2014- June 2017
Membership Chair I Orange County Association of Health Underwriters I June 2012-June2014 Started 2nd statewide implementation of Young Agent Health Underwriters program (YAHU) Membership Chair I Toastmaster's International I August 2009-August 2010
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 02, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Maricel _ Braga
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application. see resume
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
see resume
Maricel Braga
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
see resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
see resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
Planning Commission: I have a B.S. in City and Regional Planning with additional training in Real Property Development from Cal Poly, San Luis Obispo College of Architecture & Environmental Design. I began my career in planning as an intern with the City of Temecula, while completing my B.S. Since then, I gained additional experience in planning, land use, and development while serving at the City of Solana Beach and County of San Diego engineering, public works, planning, and land use departments. I currently serve as a faculty member at Yale University where I am a Lecturer for the Yale School of Public Health. Since the pandemic, I have been fortunate to teach my students remotely since 2020. In addition to Yale, I served as a built environment and public health researcher at Harvard University, where my research focused on the impacts of land use, urban design, and the built environment on health and wellbeing. I believe a person with my direct experience, background, skills, and knowledge would prove to be an asset and valuable addition to the Planning Commission. I have been a resident of Temecula since 2011 and prior to that a resident of Murrieta from 2005-2008. I look forward to putting my skills and experience in action as a Planning Commissioner. A more detailed description of my qualifications can be found in my attached resume. Race, Equity, Diversity, and Inclusion Commission: As a current faculty member and Lecturer at Yale University, I teach equity, diversity, inclusion, and belonging as part of my curriculum at the Yale School of Public Health. It would be a pleasure to put my skills and experience in action as a member of the Race, Equity, Diversity, and Inclusion Commission. As mentioned above, I am a trained City and Regional Planner with a professional background in municipal government. I have been a resident of Temecula since 2011 and prior to that a resident of Murrieta from 2005-2008. A more detailed description of my qualifications can be found in my attached resume.
Value Statement
Maricel Braga
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
In every decision and every process and procedure of city government, equity, diversity, and inclusion should remain front and center and a top priority for every high functioning organization, especially city government. Cities should seek to not only be equitable in writing but in practice. In so being, governing bodies, commissions, and boards should be a reflection of their city's diversity. As an Asian -American and professionally trained city and regional planner, I would proudly serve as a representative of the Asian - American community of Temecula as a Commissioner. As a current faculty member and Lecturer at Yale University, I teach equity, diversity, inclusion, and belonging as part of my curriculum. As a Commissioner, I will continue to place a prime focus on these important values to help build a more inclusive and equitable community that promotes the diversity of its residents.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Deacon Jim Vargas, President & CEO, Father Joe's Villages (contact info upon request) Dr. Robert Dubrow, Faculty Director, Yale School of Public Health (contact info upon request) Jodessa Braga, Health Partner, Apple (contact info upon request)
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Maricel Braga
Question ap lies to multple boards
Maricel_9raga 8
_City of Temecula.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Maricel Braga
Maricel Braga, ALM (c)
Lecturer, Climate & Health
Yale School of Public Health
EDUCATION
Harvard University Master's Degree
2022 A.L.M., Sustainability & Environmental Management
Emphasis: Environmental Policy & International
Development
Yale University Certificate in Climate Change & Health
2019 Yale School of Public Health
Loma Linda University Master of Public Health Summer Immersion Program 2018 MPH scholarship recipient
Cal Poly, San Luis Obispo B.S., City & Regional Planning College of Architecture & Environmental Design
Emphasis: Sustainability & Urban Design
Minor: Real Property Development
Honors:
Award for Academic Achievement & Planning Excellence
American Planning Association
TEACHING, ACADEMIC APPOINTMENTS & RESEARCH EXPERIENCE
Yale University Lecturer
2020 — Present Yale School of Public Health
New Haven, CT — remote Course: Introduction to Climate & Health o Teach 90-120 graduate and professional students per semester. Conduct and facilitate seven one - hour live instruction class sessions per week.
o Develop course curriculum. Coordinate and prepare weekly course materials and lessons plans. Hold virtual office hours. Grade and evaluate student assignments.
Advise students on academics and professional development.
Harvard University Research Project Coordinator
2019 — 2022 Harvard T.H. Chan School of Public Health
Boston, MA — remote Center for Climate, Health & the Global Environment o Served on a research team under the direction of White House National Climate Advisor and former US EPA Administrator, Gina McCarthy.
o Serve as project manager on the Building Climate Resilient Communities project. Manage a budget of $5 million for research, development, and implementation. o Serve as the project lead and manage all project functions including research, administration, communications, grant writing and public engagement with external partners, community stakeholders, and media.
Harvard University
2019 — 2022
Research Assistant, Healthy Buildings
Harvard T.H. Chan School of Public Health
o Studied relationship between indoor environmental quality, temperature extremes, human behavior, and wellbeing
o Independently conducted research, analysis, impact studies, and vulnerability assessments. Analyzed and organized city-wide data sets and conducted extensive data and statistical analysis via R.
o Synthesized complex research and data analysis. Developed strategic communications and messaging for key policymakers, scientific and general audiences; coordinated stakeholder engagement and communications.
RECENT PRESENTATIONS
County of San Diego, Health & Human Services
Presenter & Invited Speaker I Live Well Advance Annual Conference "Climate Change and COVID-19: Exploring Connections between the Climate Crisis and the Global Pandemic"
American Public Health Association
Organizer, Presenter & Invited Speaker I Environment Section "Opportunity & Environmental Justice for All: A Place at the Table - Participatory Planning & Cross -Sector Collaboration for a Healthy, Just, Equitable, and Sustainable Future"
Organizer & Invited Panelist I Environment & Physical Activity Section "The Benefits of Green Space and Outdoor Physical Activity on Mental Health"
PROFESSIONAL LEADERSHIP
AMERICAN PUBLIC HEALTH ASSOCIATION - Environment Section Co -Chair of the Building Healthy Communities Committee, 2019-2020 • Serve as co-chair and co -led a committee of over 150 public health professionals dedicated to building healthy, sustainable, and equitable communities. • Presided and facilitated quarterly conference calls with committee members, guests, and invited speakers.
Coordinated programs and events for networking and continuing education among public health and urban planning professionals, policymakers, practitioners, and researchers. Cultivated and developed strategic partnerships with local, regional, and national interest groups, stakeholders, businesses, sponsors, and donors.
As newsletter editor, established and produced a monthly committee newsletter for internal and external circulation improving and increasing member engagement and outreach.
Environmental Justice & Built Environment Liaison
2018 - 2020
Served as liaison and point of contact for two subcommittees in the APHA Environment Section (Environmental Justice and Building Healthy Communities). Conducted stakeholder outreach and engagement. Cultivated and maintained stakeholder, community, private and public sector relationships and partnerships.
Created, developed, and coordinated panel sessions, town hall events, and presentations. Organized and coordinated volunteers in event planning and logistics.
Contributed to environmental policy analysis, development, and proposals.
Abstract Reviewer & Panel Organizer
2018 - 2020
Facilitated and conducted abstract review of scientific research and papers for APHA Annual Meetings.
Coordinated engaging and educational scientific and general audience sessions and events for the APHA Annual Meetings. Invited guest speakers and experts to participate and present in panel sessions.
OTHER EXPERIENCE (PRIVATE & PUBLIC SECTOR)
Chavez Braga Productions
Owner & Co-founder, Marketing & Business Development
La Jolla, CA & Manila, Philippines 12010 - Present
Built a family -owned startup into a thriving international hospitality, event management, hospitality, and real estate investment business based in California and the Philippines, serving international and corporate clients.
Corporate clients include University of California, San Diego; Irwin M. Jacobs (Qualcomm Co -Founder); La Jolla Playhouse (Tony Award -winning theatre); Williams -Sonoma (national retailer); and Shake Shack (global restaurant chain).
Current real estate investment and development project: sustainable health and wellness resort and community development in the Philippines.
Climate & Culture Social Media Reporter
San Diego & Los Angeles, CA
2015 - 2019
Featured Interviews:
• Interviewed Lawrence O'Donnell ("The Last Word" on MSNBC) on the politics of climate change and its effect on voting and the upcoming presidential election, April 2019.
• Interviewed Bill McKibben of 350.org on building climate action at the grassroots level, March 2019.
• Profile interviews with Natalie Morales (NBC journalist), Leslie Odom, Jr. (Hamilton on Broadway actor and singer), and authors Frances Mayes (Under the Tuscan Sun) and Jen Sincero.
DIOCESE OF SAN DIEGO
Cantor
The Immaculata
San Diego 1 2015-2017
• Serve on staff as the lead vocalist and soloist for all church services.
Director of Young Adult Music Ministry
Mary, Star of the Sea Catholic Church
La Jolla, CA 1 2010-2015
• Serve on staff, directing and coordinating the music liturgy and young adult musicians and instrumentalists for weekly church services and special events.
COUNTY OF SAN DIEGO
Land Use and Environmental Planning
San Diego, CA 12011
• Conducted and managed all phases of the environmental and development review process for incoming planning projects, including permit processing and approval, environmental impact assessments, environmental impact reports, and initial research studies.
• Assisted in managing the Multiple Species Conservation Program ensuring compliance with federal and state policies and regulations.
• Prepared reports and created graphics, maps, and charts for use in public workshops and presentations before the public, stakeholders, staff, department chiefs, planning director, and board of supervisors.
• Interfaced with multiple publics and County departments on a daily basis. Answered inquiries from the general public concerning issues and questions about planning, zoning, and development of property and community via phone and email. Assisted customers in -person at the Zoning and Permit Processing Counter regarding project processing, application procedures, zoning codes, laws, and ordinances.
CITY OF SOLANA BEACH
Solana Beach, CA
Environmental Programs Assistant
2009
• Aided City Manager in implementing local ordinance to ban the use of plastic bags in Solana Beach.
• Drafted an internal Environmental Purchasing Policy for the City of Solana Beach, reducing environmental impact and operational costs, and increasing energy savings.
• Conducted field and on -site investigations and evaluated compliance with storm water protection, pollution prevention, and local coastal management program policies and regulations.
CITY OF TEMECULA
Temecula, CA
Planning Intern
2007, 2010
Aided in the development of city-wide sustainability and green building policies.
Assisted customers in -person at the Planning Counter regarding project processing, plan review, application procedures, zoning codes, laws, and ordinances.
Answered inquiries from the general public concerning issues and questions about planning, zoning, and development of property and community via phone and email.
SELECTED PLANNING PROJECTS
CPSU Research & Development Park Proposal
Proposed a research development and technology campus on a 40-acre site owned by the City of San Luis Obispo in accordance with the City's ten-year development goals and objectives.
The project represented ten weeks of intense research and creative design that was used to develop a preliminary plan for the site. Dealt with issues including public/private partnerships, mass transit systems, environmental mitigation, habitat conservation, and airport land use restrictions.
Results & Deliverables:
• Redevelopment proposal and preliminary site plan for a sustainable research development campus in partnership with Cal Poly, San Luis Obispo, City of San Luis Obispo, and relevant businesses and companies, which included: a convention and exhibition center, tech hub classrooms and laboratories, incubator business center, offices, restaurant, retail, and hotel.
• Initial Environmental Study (IES) and Environmental Impact Report (EIR); Case studies; Project feasibility study
• Public presentation of proposal and research findings to City officials, community members, and general public.
Nipomo 2030 Community Vision Plan
Prepared a community vision plan for the future growth of Nipomo in the San Luis Obispo County, which included: a complete and thorough technical background report and evaluation of the community and surrounding region, its current public infrastructure, services, and amenities, and a separate development blueprint for 2030 in accordance with County and community development goals and objectives.
Results & Deliverables:
• Comprehensive vision plan and development proposal for the unincorporated city of Nipomo for its 2030 Community Vision Plan.
• Conducted and organized a series of community visioning workshops, community meetings and interviews with County planners, residents, businesses, and community stakeholders.
• Land use survey and study; housing and economic studies; traffic and circulation studies; design concept plans, site plans, and proposal for sustainable planning and urban design methods.
Traver, Tulare & King County Vision Plan
Prepared a community vision plan focused on providing affordable housing in a mixed -use commercial and residential development concept, including a flood -plain improvement plan, in a rural and agricultural community prone to flooding. Performed housing and economic studies, land use surveys, traffic and circulation studies; conducted site visits; prepared concept plans; prepared site plan; prepared development proposal for future residential neighborhood for the town of Traver incorporating a flood plain plan; used GIS, SketchUp, and AutoCAD to prepare digital plans and models; prepared hand -drawn sketches of illustrative concepts for community workshop presentation.
Results & Deliverables:
• Developed plan for affordable housing with mixed -use concept for the largely migrant farmworker and low-income community.
• Conducted a series of community workshops, community meetings and interviews with County planners, residents, businesses, and community stakeholders. Flood -plain improvement plan; land use survey and study; demographic, housing, and socioeconomic studies.
MENTORING EXPERIENCE
Mentor to a Yale University Master of Public Health student (2020 - present) Mentor to a University of California, San Diego exchange student from Brazil, taught him English and mentored him as he completed his Bachelor of Science in Engineering (2015 - present)
Undergraduate Student Advisor and Residential Assistant Dean, Cal Poly, San Luis Obispo: advised over 200 undergraduate students under my direct supervision.
COMMUNITY LEADERSHIP & ADVOCACY
• Climate Reality Leadership Corps, 2020 - present
• Planner's Advocacy Network, 2018 - present
• Citizen's Climate Lobby, Climate Advocate, 2018 - present • Young Catholic Professionals, Parish Ambassador, 2016 - present • Rady Children's Hospital, Social Advocate, 2016 - 2019
SKILLS SUMMARY
Courses: Urban Design Studio I -III; Urban and Environmental Planning Methods; Environmental Design & Sustainability; Urban Policy; Population, Housing & Economic Studies; Environmental Law & Policy; Collaborative Planning; Plan Implementation; Land Use & Transportation; Planning for Multiple Publics, Planning GIS; Community Design Lab; Development Review & Entitlement; Fiscal & Project Feasibility; Conservation Biology; Critical Analysis of Environmental Systems; Foundations of Sustainable Development; Sustainability and Environmental Management
Technical: ArcGIS, RStudio, AutoCAD, SketchUp, Adobe Creative Suite (InDesign, Illustrator, Photoshop), MS Office 365 (Word, Excel, Outlook, PowerPoint); WordPress, Mailchimp, Zoom, Cisco Webex, Basic HTML & CSS.
INTERNATIONAL EXPERIENCE
Languages: Bilingual in English & Tagalog; Four years of formal language instruction in Japanese
Residencies: Japan (6 years full time); Philippines (4 years full time, 20+ years part time) Travel: Singapore, Indonesia, Hong Kong, Thailand, Malaysia, South Korea, Portugal, Spain, UK, France
Additional Credentials (in progress): LEED Green Associate, September 2022 U.S. Green Building Council
WELL AP, September 2022
International WELL Building Institute
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Stephanie _
First Name Middle Initial
Home Address
Temecula
City
Hernandez -Dawson
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
Stephanie Hernandez -Dawson
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
None, see resume for related experience.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Currently the secretary of the Temeku Hills Homeowners Association Executive Board. See Resume for other involvement.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
For over 10 years I have dedicated myself to serving my community in various capacities. I highly believe in the importance of being involved. Although my past and current involvement has mostly to do with children, I feel I am ready and have the experience to now be a part of city level involvement. I'd like to do my part to maintain this beautiful city and to bring fresh ideas to the table. Due to my background, cities I've lived in and different sectors I've worked and volunteered in, I feel I can provide perspectives that represent a wide range of Temecula residents.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As an individual with a diverse background, I would contribute important perspectives. I am a mother, a wife, a First Generation American, I've worked with children in differentiating cities, I've lived in densely populated urban cities, lived in suburban Temecula for close to 8 years, I've started my own business, been a stay-at-home mom for many years, craved my own path in the ever -changing post Covid world, and have also managed to create little communities for my children to thrive in. Throughout all my endeavors, I've gained knowledge of what communities and the communities within these communities need and have gained many experiences when creating solutions to problems these communities face.
My contribution to the City of Temecula would be this knowledge, experience, and versatile creativity.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Stephanie San Paolo, Realtor, 2. Kayla Teran, Downey Unified School District Employee, 3. Amanda O'Callaghan, Business Manager, [email protected]
Stephanie Hernandez -Dawson
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Stephanie_Hernandez-
Dawson _Resume.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
W I Agree
Stephanie Hernandez -Dawson
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Stephanie Hernandez -Dawson
STEPHANIE HERNANDEZ-DAWSON
Temecula, CA 92591
Objective
Dedicated and motivated individual with a range of experience and skills working with people in varied settings. Currently a teacher and a homeschooling mother managing two homeschool co ops and an adult community group. Looking to apply my leadership and organization skills as well as my ability to work well with others into a position that helps strengthen my community.
Key Skills
- Extensive knowledge in general -60 WPM -Proven ability to work well as a computer applications including -Varied creative talents and team member.
Adobe Photoshop. abilities useful for project -Exceptional meeting and event -Fluent in Spanish (native speaker) implantation. planning ability. -Professional Photography Skills -CPR and First Aid Certified Experience
Independent Learning Academy — Murrieta 2022 - Current
Spanish Teacher
Spanish instructor for beginning Spanish courses for elementary school aged children.
Mermaid Kisses Photography 2021 — Current
Oumer/Photography
Turned a hobby into a small business. Focus on natural light photography, creating backdrops and settings for photographing mini sessions mainly of children and families.
One Group Southwest, Temecula, CA
2019 — 2022
Realtor
Over 10 years of experience in the real estate field. Serving clients who are interested in selling or purchasing homes.
Temecula Valley Unified School District, Temecula, CA
Instructional Assistant II- SDC
2016 — 2017
Job duties included providing academic assistance in a classroom setting for students in 6f to 811, grade in the subjects of math, science, English, and history. Responsible for supervising small groups of students outside of classroom for activities such as tests or quizzes. Also assisted teachers in checking classwork and updating power point presentations to be used as part of lesson plans. Worked with students individually as needed. 1of2 I Page
Experience Continued
Vintage Hills Elementary, Temecula, CA
Williams Elementary PTA Volunteer, Downey, CA 2011 — 2017 Communications Chair/ Vice President/ Ways and Means /
Yearbook Chair/Reflections Chair/Financial Secretary
In charge of or part of committees responsible for various PTA sponsored activities including but not limited to yearly fundraisers, Reflections Art Recognition Program, book fairs, family nights, and teacher appreciation week.
Created yearbooks for three school years from start to finish. Responsible for creating most event flyers, posters, and invitations. Also spent weekly scheduled time within classrooms assisting teachers with student group work, grading, and art activities.
Received Honorary Service Award in 2013 for volunteer work.
Quinn Emanuel Urquhart & Sullivan LLP, Los Angeles, CA 2010-2011 Payroll Clerk
Conducted scheduled time sensitive data gathering to process employee paychecks for international law firm with over 2,000 employees and several offices throughout the United States and overseas. Provided customer service to employees with payroll questions or concerns.
Prudential 24 Hour Real Estate / Escrow Net, Downey, CA 2006 — 2010 Listing Coordinator / OfRce Manager /Licensed Real Estate Agent and Notary Responsible for over 10-25 active single family residence listings and/or escrows. In charge of maintaining complete physical and digital files that exceeded Department of Real Estate standards for each transaction, setting up and conducting property showings and open houses, maintained property advertising, processed short sale transactions including negotiating final short sale figures with lenders, and upheld the highest level of customer service to clients.
Education
Mount San Jacinto College, San Jacinto, CA 2015 — 2016
History Major - AA degree in History with future career goals of teaching elementary or junior high school students.
Cerritos College, Norwalk, CA 2010 — 2014
12 Child Care credits in general education courses.
References Available Upon Request.
2of2 I Page
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Fernando _
First Name Middle Initial
Home Address
Temecula
City
Solis
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
See Resume
Fernando Solis
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Nu Alpha Kappa Tau Alumni Association, President 2018-2019 List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
See resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I am extremely interested in serving with the Planning Commission because I believe that the City of Temecula is the best, planned city in the County of Riverside. I am proud to say that for the past three years I have lived in Temecula. As a design professional I have noticed that the buildings, roads, landscape and parks in the city have been planned with thoughtful design and high quality material. I would like to be a part of a team such as the City Planning Commission that is known to review and approve high quality projects. Within this last year, I have attended several meetings that have taken place at the City of Temecula along with special events. I have attended the City's Community Meeting on ADUs (Accessory Dwelling Units), 9-11 Memorials, the 4th of July Fire Work Show and Old Town Temecula's annual Car shows. The ADU meetings were a great iteration with staff as I provided my professional advice on design and construction. The other special events are always great to enjoy with my family, friends and neighbors. I believe my professional experience with architecture and construction is very beneficial as I understand the development process from start to finish. In addition, my background as a consultant while managing projects has allowed me to work with multiple municipalities throughout California. For the past 8 years my experience in architecture, consulting and municipal experience will be a great asset to assure Temecula's development will continue to maintain its great quality of life.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
My desire to serve on the Planning Commission is because I believe Temecula is known for high standards in city planning. I have lived in the City of Temecula for over three years and I plan to be here for the long term. As a professional, I have always strived to be honest, loyal and prideful in my work. If appointed as Planning Commissioner I will continue the same practices and commitment that Temecula proudly upholds.
References
Fernando Solis
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Mark Odell, City of Beverly Hills, Urban Designer, modell@beverl hills.or 2. Dr. Maria Morales, City Council Member, City of El Monte, 3.Minh
Thai, City of Santa Ana, Executive Director Planning and Building, [email protected] Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Fernando_ Solis_ Resume 2022.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Solis Cover_ forTemecula 2022 pdf
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
Fernando Solis
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
FJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Fernando Solis
FERNAND O S OLIS
• TEMECULA, CA 92592
EXPERIENCE
2013 to Present, Founder/Principal, FS Design Group & Construction • Expedite permits that included Conditional Use Permits, Design Review applications, and administrative approvals for projects in various Cities throughout southern California. • Prepared architectural and engineering plans that meet clients' desires according to City ordinances • Conduct field inspections as general contractor to ensure complies with building code and city requirements. • Conducted research and site surveys regarding municipal codes and City design guidelines for development possibilities. • Communicated with multiple City Departments through email to finalize residential custom homes.
June/ 2019 to October 2019 -Urban Planner 111, County of Riverside—TLMA, Planning Division • Project manager for major developments including a 300,000 square foot industrial subdivision development and 21-unit single-family subdivision.
• Prepare and present staff reports and recommendations to the Planning Commission and Board of Supervisors. • Oversee the completion of mitigated negative declarations and other technical environmental studies June/ 2016 to May/2019 -Associate Planner, City of Beverly Hills —Community Development Department, Planning Division
• Lead planner for major projects, including "One Beverly Hills" development with 220,000 square feet of hotel commercial space and 235 residential units, the "9200 Wilshire" mixed -use project with 7,000 square feet of commercial space and 54 residential units, and the new construction of Gucci, Cartier and Chanel. • Review all current commercial and multi -family development to adherence to citywide architectural design principles and guidelines.
• Liaison to the Architectural Commission and Restaurant Sub -Committee. • Conduct final inspections for all commercial and multi -family development projects. • Prepared and presented comprehensive report and project studies with recommendation before the Architectural and Planning Commission.
• Review complex residential hillside projects and supplemental studies for entitlement approval. 2011 to 2016,Assistant Planner ,City of El Monte —Economic Development Department, Planning Division • Project planner for over 30 entitlement applications including conditional use permits, design reviews, tentative tract maps and variances.
• Project manager for major developments including a 62,000 square foot industrial subdivision development, a 72-unit multi -family subdivision development and a 122,000 square foot mixed -use senior housing project. • Prepare and present staff reports and recommendations to the Planning Commission and City Council.
DESIGN CROUP
• Oversee the completion of mitigated negative declarations for industrial, mixed -use, and residential developments. • Train new planners the City policies and procedures needed to process cases and assist customers at the public counter. • Assisted in the hiring of a planning aid and intern position; supervised and mentored planning intern. • Created the City's ArcGIS systems and oversee zoning map and City data.
EDUCATION
Master of Public Administration (Class of 2018)
California State University, Northridge
Bachelor of Science in Urban and Regional Planning (Class of 2012) California State Polytechnic University, Pomona
Emphasis in Geographical Information System
SPECIAL ARCHITECTURAL DESIGN PROJECT
2021-2022148t" Street - Custom Home 3,600 square foot project 1 Jurupa Valley Designer: 2 story Single Family Residence, Custom Pool
2021 - 20221 Parkway Residences Two 3,000 square foot project I El Monte Designer: Two New 3,000 square foot Single Family Residence with pool SKILLS
• Bilingual: Spanish (speak, read and write)
• Strong verbal and written communication skills
• Proficient in Microsoft and Mac
• Advanced experience with AutoCAD, ArcGis, Adobe InDesign, & Adobe Photoshop
PROFESSIONAL AFFILIATIONS
• Member, American Institute of Architects (2021 to Present) • Member, Nu Alpha Kappa Fraternity - Alumni Association ( August 2014 to Present)
DESIGN CROUP
FERNANDO SOLIS
• TEMECULA
City of Temecula
41000 Main Street
Temecula, CA 92590
I am writing to express my interest in the Planning Commissioner position for the City of Temecula. I am seeking a position where I can apply my education and experience to serve and preserve the community appearance and improve the Architectural standards for new developments. I am confident you will find my experience, education, and passion in city planning a unique fit for this position. As demonstrated in my resume, I possess the skills required for success as Planning Commissioner for the City of Temecula.
For the last four years I have owned my Design office that specializes in Architectural and Engineering design, for Multi -Family development, Custom Single Family Residences and commercial development. Throughout the year my office completes over 100 projects that require Discretionary approval, Architectural Board Review, Public Health and Safety Review, etc. All projects require attention to detail as most of the work is custom to the liking of our clients. Various projects require coordination with multiple agencies, engineers and contractors. The success at my business has been due to the Municipal experience I have had over the years.
As Associate Planner for the City of Beverly Hills, I have collaborated with world renowned Architects and developers through all stages of the construction development process. I overlooked the Architectural Review for all commercial and multi -family residential projects for the City. I was the liaison of the Architectural Commission and Restaurant Sub - Committee, which requires the presentation of comprehensive written reports. The majority of those projects are high -end important commercial retailers in the community.
As Assistant Planner for the City of El Monte and Riverside County, I processed over 50 entitlement applications including conditional use permits, design approvals, tentative tract maps and variances. I was the project manager for major developments including a 200,000 square foot industrial development for Amazon, a 72-unit multi -family development and a 4- story 122,000 square foot mixed -use senior housing project along a major corridor. I routinely prepared and presented comprehensive written reports and presented them to the City Council and Planning Commission. I also had extensive experience with the presentation and review of all environmental review and documents.
My education includes a Masters of Public Administration from California State University, Northridge; a Bachelor of Science Degree in Urban & Regional Planning from California State Polytechnic University, Pomona; and an Associates of Science degree in Architecture from Rio Hondo Community College. In addition to my college degrees, I am also a licensed General Contractor with the State of California.
DESIGN GROUP
I am submitting my resume for your review and consideration. I am a young and highly self - motivated individual that would enjoy working in a fast pace environment. I welcome the opportunity to discuss my qualifications further and am available for an interview at your earliest convenience. Thank you for the consideration and I look forward to hearing from you.
Sincerely,
Fernando Solis
FS Design Group & Construction
DESIGN GROUP
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 16, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Gary _ Watts
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
W District 5
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
Humboldt State University -Bachelor of Science, Natural Resources Management 1976 UC Riverside, Graduate School of Management, Executive Management Program 1998 Gary Watts
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
Retired as the Inland Empire District Superintendent of California State Parks in 2008. Retired annuitant, California State Parks 2008-2017. See Resume
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Temecula Planning Commission 2015-2022 Temecula Public/Traffic Safety Commission 2015 Old Town Local Review Board 2008-2015 Elsinore-Murrieta-Anza Resource Conservation District Board Member 2003-2008 Santa Rosa & San Jacinto Mountains National Monument Advisory Committee 2001-2008 Riverside County MSHCP Reserve Manager Committee 2005-2008 Wildlife Corridor Conservation Authority Joint Powers Board Member 1997-2008
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Palomar College Adjunct Faculty 1998-2004 Temecula Film Festival Volunteer 2006-2010 Villages Community HOA Board Member 2002-2008
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
I was appointed to the Planning Commission in 2015 and reappointed in 2016 and 2019. 1 am currently completing my second term as the Chairperson of the Commission. I believe that experience as well as my pre -retirement experience with California State Parks has prepared me well to continue serving Temecula on this Commission. Prior to this appointment I served on the Old Town Local Review Board (2008-2015) and the Public/Traffic Safety Commission (2015).
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I will continue to treat all people fairly without prejudice or judgement.
References
Gary Watts
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Ron Guerriero Former Temecula Planning Commissioner Richard Troy Retired Park Operations Deputy Director, California State Parks Luke Watson Deputy City Manager 951-694-6415 LukeWatson @cityoftemecula.ca
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Biography GW_2021.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
Gary Watts
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Gary Watts
Biography
Gary Watts
Planning Commissioner
City of Temecula
Gary Watts was first appointed to the Planning Commission in 2015 and reappointed in 2016 and 2019. He has previously served on the Public/Traffic Safety Commission, Old Town Local Review Board, and the Elsinore-Murrieta-Anza Resource Conservation District.
Gary and his wife Julie moved to Temecula in 1993 with their two daughters. Both daughters attended school here and graduated from Chaparral High School.
Gary attended Humboldt State University and graduated with a degree in Natural Resources Management. He started work for California State Parks shortly after and worked for 32 years as a State Park Ranger (the last 11 years as the Inland Empire District Superintendent). Some of the parks Gary managed include:
• Mount San Jacinto State Park
• Chino Hills State Park
• Lake Perris State Recreation Area
• California Citrus State Historic Park
• Antelope Valley California Poppy State Reserve
• Red Rock Canyon State Park
Gary's management responsibilities included law enforcement, public safety, facility maintenance, cultural and natural resource protection, water treatment, and education/interpretation. Some of his accomplishments include:
• Development and adoption of General Plans for Chino Hills SP and Mt.
San Jacinto SP.
• Permanent closure of the Coal Canyon exit and undercrossing on State Route 91 to secure a wildlife corridor linking the Santa Ana Mountains to the Puente/ Chino Hills at Chino Hills SP.
• Appointment as a charter member of the Santa Rosa and San Jacinto Mountains National Monument Advisory Committee and participation in the development and adoption of a Monument Management Plan. • Service as a board member on the Wildlife Corridor Conservation Authority, a Joint Powers Authority in Orange County.
• Participation in the Riverside County MSHCP Reserve Managers Operations Committee as the manager of state park lands included in the MSHCP.
• Acquisition of new state parks at San Timeteo and Wildwood Canyons. • Construction and operation of new visitor centers at Chino Hills State Park and California Citrus State Historic Park.
Other State Parks Gary worked prior to his management position include; • Anza Borrego Desert SP
• Malakoff Diggins SHP
• Old Town San Diego SHP
• Carlsbad SB
• Torrey Pines State Reserve and Beach
• Santa Barbara Coast State Parks
Gary retired in 2008 but continued to work part time and served as the statewide coordinator of California State Parks Quagga Mussel Response plan, liaison for the Tejon Ranch project, and conducted background investigations for the Department's peace officer hiring program. He officially retired for good in 2017.
Gary applied his experience outside of State Parks serving as an adjunct faculty member at Palomar College from 1998 through 2003.
Gary enjoys walking throughout Temecula and absolutely loves all things nature.
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 02, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Edward M Ackerman
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
AA Degree (1980) general studies stressing Fire Science Paramedic License- State of California (2000- 2010) California State Firefighter-1 certified
Edward M Ackerman
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
Glendale Fire Department 1980-2010 421 Oak St Glendale, Ca 91206 Firefighter 1980-1984 (Maintain and perform skills related to Firefighting, medical and service related emergency incidents) Fire Engineer 1984-1991 (Same as above with emphasis on emergency driving, operating and maintaining fire apparatus) Fire Captain 1991-2010 (Performed supervision of Firefighters, Fire Engineers while mitigation of emergencies whether Fire, medical or service related. Supervised fire station activities) Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
I have served on several committees while employed by the Glendale Fire Department (1980-2010) including Emergency Medical Services, Verdugo FireDispatch committee, Glendale City Employees Federal Credit Union Board Member, to name a few. Paramedic Coordinator (2009) List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
Red Cross CPR instructor (1981-1989), Regional Occupational Program instructor (1981-1987), 1 created, supervised, and maintained the GFD Fire Explorer Program from 1988-2000, President of the GFD Muster Club 1983, served as a director for the GFFA (union) and the Fireman's Club (mid to Late 1980s), Auxiliary Dispatcher for Verdugo Fire (1983-1988), Attended Paramedic School (2000) to be one of 6 Captains trained to oversee the startup of paramedic services for the City of Glendale. Rancho Community Church Rescue Mission volunteer (2011-2013)
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
My name is Ed Ackerman. We have lived our City since 1988. 1 have watched our City grow from a population of 16,000 to our current population of over 100,000 and growing. I have been a public servant over my 30 year career. I retired in 2010. The Glendale City Government was Council/Manager as is the City of Temecula. I understand and respect what it takes to run and improve a city. I volunteered for the Rescue Mission to fill my time during the first couple years of retirement. After retiring, my focus was now on spending quality time with my family. We enjoyed boating first and then camping. I'm at a point in my life where I want to give back. I have purposely stayed away from city government because I spent so many years in it. I realize that I have a heart to help make things better. The community I live in is the community I want to serve. This committee will allow me the opportunity to serve in an area that I both have experience in and that I live in. Please consider me for this position.
Value Statement
Edward M Ackerman
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I worked my career for the City of Glendale. Valuing diversity was instilled in me from a very young age. It is important to understand and value citizens in the community as well as those in the work force. I currently live on a street that reflects diversity, equity and most importantly, inclusion.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Michael Warren Former City of Corona Fire C
Retired Fire Captain, City of Brea
City of Murrieta
Self -Selection Options
- Rick Harris
Eric Ackerman Fire Captain,
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Edward M Ackerman
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
►nT_�.7�.T7iiF1i1
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered.
Profile
Steven R Castillo
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi ? appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and/or commission(s) that they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application.
Some College
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.
Verizon
Steven R Castillo
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
None
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs) (Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume with this information at the end of this application.
None
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City previously (i.e., attending meetings and events, etc.), and why you believe you are qualified for the position. Please be specific.
Concerned everyday citizen. Have been to Traffic and Safety Meeting. I will bring a more aggressive action point of view to commission if chosen.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Be fair and honest according to the law.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
None
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain statistical data on applicants. Your responses to the next three questions are confidential and will be filed and tracked separately from your application for appointment. Results are used for reporting purposes only.
Steven R Castillo
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release of this information pursuant to the California Public Records Act.
W I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior to viewing/printing PDF and submitting.
Steven R Castillo
RECEIVED
City of Temecula - Boards and Commissions
Appointment Application
SEP 3 0 2022
Important Information el"'Cl ERKS DEPT.
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident of the City of Temecula at the time the application is submitted. All applications on file at the close of an advertised period for a vacancy will be considered,
Profile
.4
Fji sl N-9: )e fAddle Lnitial U),t NArric
Home Addios,, Smaitp or Ap.
-e u Z?I-
81ale Pos-lal Code
Which district do you live in? Find your district here:
https:)/temecula.maps.arcgis.com/appslinstant/lookup!indox.htmi? appid=egf3983bc7e649e49143b8O6f9OlO29d * * pis-ilici :5 None Selected
Email Adclupss
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection may be made below, applicants are encouraged to only select that board and./or commission(s) that they truly wish to serve on. Thank you.
None Selected -e Psi &IFiG Commission
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if attaching a resume with this information at the end of this application. >� 2
See. k lejS Le 1
List Employment History for Five Years (Employer Name and Address, Position Title, Primary Responsibilities). State "see resume" if attaching a resume with this information at the end of this application.