Agenda — Temecula City Council, January 10, 2023 (part 1 of 5)

In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the office of the City Clerk (951) 694-6444. Notification 48 hours prior to a meeting will enable the City to make reasonable arrangements to ensure accessibility to that meeting [28 CFR 35.102.35.104 ADA Title 11].

AGENDA

TEMECULA CITY COUNCIL

REGULAR MEETING

COUNCIL CHAMBERS
41000 MAIN STREET

TEMECULA, CALIFORNIA
JANUARY 10, 2023 - 6:00 PM
CALL TO ORDER: Mayor Zak Schwank
INVOCATION: Imam Abdul Samad Motie of the Islamic Center of Temecula Valley FLAG SALUTE: Mayor Pro Tempore James "Stew" Stewart
ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart

PRESENTATIONS
Presentation of Certificates of Recognition for State D 1 XC Championship to Great Oak High School Cross -Country Team
Presentation of Proclamation for National Human Trafficking Prevention Month to Riverside County Sheriff s Department

BOARD / COMMISSION REPORTS
Community Services Commission

PUBLIC SAFETY REPORT
Riverside County Sheriffs Department

PUBLIC COMMENTS - NON -AGENDA ITEMS
A total of 30 minutes is provided for members of the public to address the City Council on matters not listed on the agenda. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record at the meeting. Email comments must be submitted to [email protected]. Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if time remains, email comments will be read. Email comments on all matters must be received prior to the time the item is called for public comments. All public participation is governed by the Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.

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City Council Agenda January 10, 2023

CITY COUNCIL REPORTS
Reports by the members of the City Council on matters not on the agenda will be made at this time. A total, not to exceed, ten minutes will be devoted to these reports.

CONSENT CALENDAR
All matters listed under Consent Calendar are considered to be routine and all will be enacted by one roll call vote. There will be no discussion of these items unless members of the City Council request specific items be removed from the Consent Calendar for separate action. A total of 30 minutes is provided for members of the public to address the City Council on items that appear on the Consent Calendar. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record at the meeting. Email comments must be submitted to [email protected]. Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if time remains, email comments will be read. Email comments on all matters must be received prior to the time the item is called for public comments. All public participation is governed by the Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.

1. Waive Reading of Standard Ordinances and Resolutions Recommendation: That the City Council waive the reading of the text of all standard ordinances and resolutions included in the agenda except as specifically required by the Government Code.

Attachments: Agenda Report

2. Approve Action Minutes of December 13, 2022
Recommendation: That the City Council approve the action minutes of December 13, 2022.

Attachments: Action Minutes

3. Approve List of Demands
Recommendation: That the City Council adopt a resolution entitled:

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS

SET FORTH IN EXHIBIT A
Attachments: Agenda Report
Resolution
List of Demands

4. Adopt Ordinance 2022-14 Approving Second Amendment to the Development Agreement By and Between the City of Temecula and Lennar Homes, Inc., a California Corporation and

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City Council Agenda January 10, 2023

5. 6.

7. Winchester Hills I LLC, a California Limited Liability Company (Planning Application No.

PA21-0128) (Second Reading)
Recommendation: That the City Council adopt an ordinance entitled:

ORDINANCE NO. 2022-14

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

TEMECULA APPROVING THE SECOND AMENDMENT TO THE

DEVELOPMENT AGREEMENT BETWEEN THE CITY OF
TEMECULA AND LENNAR HOMES, INC., A CALIFORNIA

CORPORATION AND WINCHESTER HILLS I LLC, A CALIFORNIA

LIMITED LIABILITY COMPANY AND MAKING A FINDING OF

EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL
QUALITY ACT (PLANNING APPLICATION NO. PA21-0128)
Attachments: Agenda Report
Ordinance
Exhibit A
Receive and File Citvwide Year -End Retort Hiahliahtina 2022 Accomplishments Recommendation: That the City Council receive and file the citywide year-end report highlighting 2022 accomplishments.

Attachments: Agenda Report
2022 Year -End Report
Approve Annual Boards and Commissions Handbook for Calendar Year 2023 Recommendation: That the City Council approve the annual Boards and Commissions Handbook for calendar year 2023.

Attachments: Agenda Report
Boards and Commissions Handbook
Approve Annual Citywide Records Retention Schedule and Records Destruction for Calendar VPar 7n7'
Recommendation: That the City Council adopt a resolution entitled:

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA APPROVING REVISIONS TO THE ESTABLISHED

CITYWIDE RECORDS RETENTION SCHEDULE, THEREBY

AMENDING AND RESTATING THE RECORDS RETENTION

POLICY, AND APPROVING THE DESTRUCTION OF CERTAIN

RECORDS

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City Council Agenda January 10, 2023
Attachments:

Agenda Report
Resolution
Exhibit A

8. Approve Aereement for the Communitv Wildfire Protection Program (LR21-1331 Recommendation: That the City Council approve the agreement with SWCA Incorporated dba SWCA Environmental Consultants for the Community Wildfire Protection Program in the amount of $296,026 and approve an appropriation and corresponding grant reimbursement revenue of $378,000 from CalFire to establish the Community Wildfire Protection Plan Capital Improvement Project.

Attachments: Agenda Report
Agreement
CIP Budget Sheet

9. Issue Public Report Pursuant to Government Code Section 65858(d) Regarding Interim Urgency Ordinance No. 2022-03 Establishing Regulations Related to Urban Lot Splits and Housing Units Built in Accordance with Senate Bill 9
Recommendation: That the City Council issue this report pursuant to Government Code Section 65858(d) regarding Interim Urgency Ordinance No. 2022-03 establishing regulations related to urban lot splits and housing units built in accordance with Senate Bill 9 (SB 9).

Attachments: Agenda Report

10. Award a Construction Contract to Flatiron West, Inc. for the I-15 / French Valley Parkway Improvements - Phase II, PW 16-01
Recommendation: That the City Council:

1. Award a construction contract to Flatiron West, Inc., in the amount of $71,521,192, for the I-15 / French Valley Parkway Improvements - Phase 11, PW16-01; and

2. Authorize the City Manager to approve contract change orders up to 10% of the contract amount, $7,152,119.20; and

3. Make a finding that the I-15 / French Valley Parkway Improvements project is exempt from Multiple Species Habitat Conservation Plan (MSHCP) fees.

Attachments: Agenda Report
Contract
Project CIP Budget Sheets

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City Council
Agenda January 10, 2023

11. Accept Improvements and File the Notice of Completion for the Library Parking - Phase II, PW 13-09
Recommendation: That the City Council:

1. Accept the construction of the Library Parking - Phase II, PW 13-09, as complete; and

2. Direct the City Clerk to file and record the Notice of Completion and release the performance bond; and

3. Release the Labor and Materials Bond seven months after filing the Notice of Completion, if no liens have been filed.

Attachments: Agenda Report
Notice of Completion
Project Description
Project Location
Contractor's Affidavit and Final Release

RECESS CITY COUNCIL MEETING TO SCHEDULED MEETINGS OF THE TEMECULA

COMMUNITY SERVICES DISTRICT, THE SUCCESSOR AGENCY TO THE TEMECULA

REDEVELOPMENT AGENCY, THE TEMECULA HOUSING AUTHORITY, AND/OR THE

TEMECULA PUBLIC FINANCING AUTHORITY

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City Council Agenda January 10, 2023

TEMECULA COMMUNITY SERVICES DISTRICT MEETING
CALL TO ORDER: President James Stewart
ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart

CSD PUBLIC COMMENTS - NON -AGENDA ITEMS
A total of 30 minutes is provided for members of the public to address the Board of Directors on matters not listed on the agenda. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record at the meeting. Email comments must be submitted to [email protected]. Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if time remains, email comments will be read. Email comments on all matters must be received prior to the time the item is called for public comments. All public participation is governed by the Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.

CSD CONSENT CALENDAR
All matters listed under Consent Calendar are considered to be routine and all will be enacted by one roll call vote. There will be no discussion of these items unless members of the Community Services District request specific items be removed from the Consent Calendar for separate action. A total of 30 minutes is provided for members of the public to address the Board of Directors on items that appear on the Consent Calendar. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record at the meeting. Email comments must be submitted to [email protected]. Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if time remains, email comments will be read. Email comments on all matters must be received prior to the time the item is called for public comments. All public participation is governed by the Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.

12. Approve Action Minutes of December 13, 2022
Recommendation: That the Board of Directors approve the action minutes of December 13, 2022.

Attachments: Action Minutes

CSD DIRECTOR OF COMMUNITY SERVICES REPORT

CSD GENERAL MANAGER REPORT

CSD BOARD OF DIRECTOR REPORTS

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City Council
Agenda January 10, 2023

CSD ADJOURNMENT
The next regular meeting of the Temecula Community Services District will be held on Tuesday, January 24, 2023, at 4:30 p.m., for a Closed Session, with regular session commencing at 6:00 p.m., at the Council Chambers located at 41000 Main Street, Temecula, California.

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City Council Agenda January 10, 2023

SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY
CALL TO ORDER: Chair Zak Schwank
ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart

SARDA PUBLIC COMMENTS - NON -AGENDA ITEMS
A total of 30 minutes is provided for members of the public to address the Board of Directors on matters not listed on the agenda. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record at the meeting. Email comments must be submitted to [email protected]. Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if time remains, email comments will be read. Email comments on all matters must be received prior to the time the item is called for public comments. All public participation is governed by the Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.

SARDA CONSENT CALENDAR
All matters listed under Consent Calendar are considered to be routine and all will be enacted by one roll call vote. There will be no discussion of these items unless members of the Successor Agency to the Redevelopment Agency request specific items be removed from the Consent Calendar for separate action. A total of 30 minutes is provided for members of the public to address the Board of Directors on items that appear on the Consent Calendar. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record at the meeting. Email comments must be submitted to [email protected]. Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if time remains, email comments will be read. Email comments on all matters must be received prior to the time the item is called for public comments. All public participation is governed by the Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.

13. Approve Action Minutes of December 13, 2022
Recommendation: That the Board of Directors approve the action minutes of December 13, 2022.

Attachments: Action Minutes

SARDA EXECUTIVE DIRECTOR REPORT

SARDA BOARD OF DIRECTOR REPORTS

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City Council
Agenda January 10, 2023

SARDA ADJOURNMENT
The next regular meeting of the Successor Agency to the Redevelopment Agency will be held on Tuesday, January 24, 2023, at 4:30 p.m., for a Closed Session, with regular session commencing at 6:00 p.m., at the Council Chambers located at 41000 Main Street, Temecula, California.

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City Council Agenda January 10, 2023

TEMECULA HOUSING AUTHORITY - NO MEETING

TEMECULA PUBLIC FINANCING AUTHORITY - NO MEETING

RECONVENE TEMECULA CITY COUNCIL

BUSINESS
Any member of the public may address the City Council on items that appear on the Business portion of the agenda. Each speaker is limited to 5 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record at the meeting. Email comments must be submitted to [email protected].

Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if time remains, email comments will be read. Email comments on all matters must be received prior to the time the item is called for public comments. All public participation is governed by the Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.

14. Approve the Public Recognition Policy and Annual Proclamation List Recommendation: That the City Council approve the public recognition policy and annual proclamation list.

Attachments: Agenda Report
Public Recognitions Policy
Annual Proclamations List

15. Approve Annual Legislative Platform for Calendar Year 2023 Recommendation: That the City Council approve the annual legislative platform for calendar year 2023.

Attachments: Agenda Report
Legislative Platform
Legislative Policy and Procedures

16. Consider Appointments to City Council Committees for Calendar Year 2023 Recommendation
Attachments:

That the City Council appoint members to serve on committees for calendar year 2023 and approve related City Council Committee Appointments List.

Agenda Report
Council Committee List

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City Council Agenda January 10, 2023

ITEMS FOR FUTURE CITY COUNCIL AGENDAS
Any Council Member, including the Mayor, may request an item be placed on a future agenda. Any such request will be discussed under this section. In making the request, a Council Member may briefly describe the topic of the proposed agenda item and any timing associated with the placement of the item on the agenda. This description shall not exceed 3 minutes unless extended by a majority vote of the City Council. No substantive discussion on the subject of the motion may occur. General discussion amongst the City Council on items listed under this section of the agenda shall be limited to 15 minutes.

Items may only be placed on the agenda by Council Members pursuant to policy or by the City Manager based on administrative or operational needs of the City. Public comments on the placement of these agenda items shall be limited to a maximum of 30 minutes. Individual comments shall not exceed 3 minutes. All public participation is governed by the Council Policy regarding Public Participation at Meetings and Agenda Placements by Council Members adopted by Resolution No. 2021-54.

CITY MANAGER REPORT

CITY ATTORNEY REPORT

ADJOURNMENT - IN MEMORY OF DEPUTY ISAIAH CORDERO
The next regular meeting of the City Council will be held on Tuesday, January 24, 2023, at 4:30 p.m., for a Closed Session, with regular session commencing at 6:00 p.m., at the Council Chambers located at 41000 Main Street, Temecula, California.

NOTICE TO THE PUBLIC
The full agenda packet (including staff reports, public closed session information, and any supplemental material available after the original posting of the agenda), distributed to a majority of the City Council regarding any item on the agenda, will be available for public viewing in the main reception area of the Temecula Civic Center during normal business hours at least 72 hours prior to the meeting. The material will also be available on the City's website at TemeculaCa.gov. and available for review at the respective meeting. If you have questions regarding any item on the agenda, please contact the City Clerk's Department at (951) 694-6444.

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Item No. 1

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: January 10, 2023
SUBJECT: Waive Reading of Standard Ordinances and Resolutions PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council waive the reading of the text of all standard ordinances and resolutions included in the agenda except as specifically required by the Government Code.

BACKGROUND: The City of Temecula is a general law city formed under the laws of the State of California. With respect to adoption of ordinances and resolutions, the City adheres to the requirements set forth in the Government Code. Unless otherwise required, the full reading of the text of standard ordinances and resolutions is waived.

FISCAL IMPACT: None
ATTACHMENTS: None

Item No. 2

ACTION MINUTES

TEMECULA CITY COUNCIL

REGULAR MEETING

COUNCIL CHAMBERS
41000 MAIN STREET

TEMECULA, CALIFORNIA
DECEMBER 13, 2022 - 6:00 PM
CALL TO ORDER at 6:00 PM: Mayor Matt Rahn
INVOCATION: Minister Dale Willoughby of Abundant Life Apostolic Community Church FLAG SALUTE: Mayor Matt Rahn
ROLL CALL: Alexander, Edwards, Rahn, Schwank, Stewart

PRESENTATIONS - NONE

BOARD / COMMISSION REPORTS
Community Services Commission and Planning Commission

PUBLIC SAFETY REPORT
California Department of Forestry and Fire Protection

PUBLIC COMMENTS - NON -AGENDA ITEMS
The following individual(s) addressed the City Council:
• Clara Asimakopoulos Ernest Bellenbaum
• Maria Arellano

PUBLIC COMMENTS - AGENDA ITEMS
The following individual(s) addressed the City Council:
• Mike Naggar (Item #14 and Item #19) • Gillian Larson (Item #19) • Stephen A. Bieri (Item #15) • Mary Williams (Item #13) The following individual(s) submitted an electronic comment:
• Shawn Nelson (Item #14)

CITY COUNCIL REPORTS

CONSENT CALENDAR
Unless otherwise indicated below, the following pertains to all items on the Consent Calendar.

Approved the Staff Recommendation (5-0): Motion by Edwards, Second by Stewart. The vote reflected unanimous approval.

1. Waive Reading of Standard Ordinances and Resolutions

Recommendation: That the City Council waive the reading of the text of all standard ordinances and resolutions included in the agenda except as specifically required by the Government Code.

2. Approve Action Minutes of November 29, 2022
Recommendation: That the City Council approve the action minutes of November 29, 2022.

3. Approve List of Demands
Recommendation: That the City Council adopt a resolution entitled:

RESOLUTION NO. 2022-92

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS

SET FORTH IN EXHIBIT A

4. Approve the Amended Salary Schedule to Include Minimum Wage Adjustments Effective January 1, 2023
Recommendation: That the City Council approve the Amended Salary Schedule to be effective January 1, 2023.

5. Adopt Amended and Restated City of Temecula Section 125 Cafeteria Plan and Adoption Agreement
Recommendation: That the City Council adopt a resolution entitled:

RESOLUTION NO. 2022-93

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA ADOPTING THE AMENDED AND RESTATED CITY
OF TEMECULA SECTION 125 CAFETERIA PLAN AND THE
AMENDED AND RESTATED SECTION 125 CAFETERIA PLAN

ADOPTION AGREEMENT

6. Adopt Resolution for Fire Mitigation Assistance Grant [Fairview Fire] Governing Body Designating Certain City Officials to Execute Applications and Documents for the Purposes of Obtaining Grant Funding hrough the California Governor's Office of Emergency Services Recommendation: That the City Council adopt resolution entitled:

RESOLUTION NO. 2022-94

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA, CALIFORNIA, DESIGNATING AND AUTHORIZING

CERTAIN CITY OFFICIALS TO EXECUTE APPLICATIONS AND

DOCUMENTS FOR THE PURPOSES OF OBTAINING FEDERAL

FINANCIAL ASSISTANCE FOR ANY EXISTING OR FUTURE
2 GRANT PROGRAM INCLUDE, BUT NOT LIMITED TO

FEDERALLY DECLARED DISASTER (DR), FIRE MITIGATION

ASSISTANCE GRANT (FMAG), CALIFORNIA STATE ONLY

DISASTER (CDAA), IMMEDIATE SERVICES PROGRAM (ISP),

HAZARD MITIGATION GRANT PROGRAM (HMGP), BUILDING

RESILIENT INFRASTRUCTURE AND COMMUNITIES (BRIO),

FLOOD MITIGATION ASSISTANCE PROGRAM (FMA), AND

NATIONAL EARTHQUAKE HAZARDS REDUCTION PROGRAM
(NEHRP)

7. Adopt Resolution Approving the Funding Agreement for Removal of Debris Materials with Riverside Countv Flood Control and Water Conservation District Recommendation: That the City Council adopt a resolution entitled:

RESOLUTION NO. 2022-95

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING THE "FUNDING AGREEMENT -
REMOVAL OF DEBRIS MATERIALS" BETWEEN THE CITY OF

TEMECULA AND RIVERSIDE COUNTY FLOOD CONTROL AND

WATER CONSERVATION DISTRICT AND DETERMINING THAT

THE AGREEMENT IS EXEMPT FROM CALIFORNIA

ENVIRONMENTAL QUALITY ACT PURSUANT TO SECTION
15061 (13)(3) OF THE CEQA GUIDELINES

8. Approve Increase to the Construction Contingency Authorization for the Pavement Rehabilitation Program - Meadowview/Paloma Del Sol Project, PW21-06 Recommendation: That the City Council:

1. Approve an increase to the contingency for construction of the Pavement Rehabilitation Program - Meadowview/Paloma Del Sol Project, PW 21-06 by $200,000; and

2. Increase the City Manager Authority to approve construction contract change orders by $200,000.

9. Authorize the Purchase of Traffic Equipment for the Emergency Vehicle Pre-Emption Upgrade Program, Flashing Beacons & Speed Advisory Signs, and the Traffic Signal 1 Equipment Enhancement Program for the Department of Public Works - Traffic Division Recommendation: That the City Council authorize the purchase of traffic equipment for the Emergency Vehicle Pre-Emption Upgrade Program, Flashing Beacons & Speed Advisory Signs, and the Traffic Signal Equipment Enhancement Program for the Department of Public Works - Traffic Division, in the amount of $600,000.

10. Approve Parcel Map 37510 (Located Approximately 130 Feet North of the Intersection of Main Street and Pujol Street on the East Side of Pujol Street) 3 Recommendation: That the City Council:

1. Approve Parcel Map 37510 in conformance with the Conditions of Approval; and

2. Approve the Subdivision Improvement Agreement with the developer; and

3. Approve the Subdivision Monumentation Agreement with the developer; and

4. Authorize the City Manager to execute the agreements on behalf of the City.

RECESS:

At 6:30 PM, the City Council recessed and convened as the Temecula Community Services District Meeting and Successor Agency to the Temecula Redevelopment Agency. At 6:34 PM the City Council resumed with the remainder of the City Council Agenda.

JOINT MEETING - CITY COUNCIL / TEMECULA PUBLIC FINANCING AUTHORITY

CITY COUNCIL / TPFA BUSINESS

14. Approve the Debt/Liability Paydown Strategy At the Request of Subcommittee Members Mayor Rahn and Council Member Edwards)
Recommendation: That the City Council/Board of Directors:

1. Adopt the Amended Budget and Fiscal Policies to include the Debt/Liability Paydown Strategy Policy; and

2. Adopt a resolution entitled:

RESOLUTION NO. 2022-96

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA AUTHORIZING THE PREPAYMENT OF FINANCING

LEASE AGREEMENTS ENTERED INTO BY THE CITY OF
TEMECULA IN 2011 AND 2018 RELATING TO THE FINANCING

AND REFINANCING OF CAPITAL PROJECTS FOR THE CITY

AND AUTHORIZING AND DIRECTING CERTAIN ACTIONS

WITH RESPECT THERETO

3. Adopt a resolution entitled:

RESOLUTION TPFA NO. 2022-15

A RESOLUTION OF THE BOARD OF DIRECTORS OF THE

TEMECULA PUBLIC FINANCING AUTHORITY APPROVING THE

PREPAYMENT OF FINANCING LEASE AGREEMENTS ENTERED
INTO BY THE CITY OF TEMECULA IN 2011 AND 2018
4 RELATING TO THE FINANCING AND REFINANCING OF

CAPITAL PROJECTS FOR THE CITY AND AUTHORIZING AND

DIRECTING CERTAIN ACTIONS WITH RESPECT THERETO

4. Adopt a resolution entitled:

RESOLUTION NO. 2022-97

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, AUTHORIZING THE TRANSFER OF $5,000,000

FROM THE CITY' S PENSION RATE STABILIZATION TRUST TO

MAKE AN ADDITIONAL DISCRETIONARY PAYMENT TO

CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM

5. Appropriate $19,913,606 in Available General Fund Balance to pay off the Civic Center Loan ($12,624,607), the Margarita Recreation Center Loan ($5,038,999) and pay an Additional Discretionary Payment to Ca1PERS for the City's Unfunded Liability ($2,250,000); and

6. Appropriate $5,000,000 in Available Pension Trust Funds to pay an Additional Discretionary Payment to Ca1PERS for the City's Unfunded Liability.

Approved the Staff Recommendation (5-0): Motion by Edwards, Second by Stewart. The vote reflected unanimous approval.

CITY COUNCIL / TPFA ADJOURNMENT

RECONVENE TEMECULA CITY COUNCIL

PUBLIC HEARING

15. Approve Second Amendment to the Development Agreement By and Between the City of Temecula and Lennar Homes, Inc., a California Corporation and Winchester Hills I LLC, a California Limited Liability Company (Planning Application No. PA21-0128) Recommendation: That the City Council conduct a public hearing and approve a second amendment to the development agreement by and between the City of Temecula and Lennar Homes, Inc., a California Corporation and Winchester Hills I LLC, a California Limited Liability Company (Planning Application No. PA21-0128) and introduce and read by title only an ordinance entitled:

ORDINANCE NO. 2022-14

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

TEMECULA APPROVING THE SECOND AMENDMENT TO THE

DEVELOPMENT AGREEMENT BETWEEN THE CITY OF
TEMECULA AND LENNAR HOMES, INC., A CALIFORNIA

CORPORATION AND WINCHESTER HILLS I LLC, A

CALIFORNIA LIMITED LIABILITY COMPANY AND MAKING A
5 FINDING OF EXEMPTION UNDER THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT (PLANNING APPLICATION
NO. PA21-0128)
Approved the Staff Recommendation (5-0): Motion by Edwards, Second by Stewart. The vote reflected unanimous approval.

16. Receive and File Assembly Bill (AB) 1600 Financial Reports - Fiscal Year 2021-22 Development Impact Fee Expenditures
Recommendation: That the City Council conduct a public hearing and receive and file Assembly Bill (AB) 1600 Financial Reports - Fiscal Year 2021-22 Development Impact Fee Expenditures.

Approved the Staff Recommendation (5-0): Motion by Edwards, Second by Alexander. The vote reflected unanimous approval.

BUSINESS

17. Receive Status Update and Provide Final Direction on the Public Recognitions Policy (At the Request of Subcommittee Members Alexander and Stewart)
Recommendation: That the City Council receive a status update and provide final direction on the City's Public Recognition Policy.

Motion #1 — Motion to continue presenting inclusionary proclamations at City Council meetings and consider annual proclamation in January as a Consent Calendar item (4-1):

Motion by Edwards, Second by Schwank. The vote reflected unanimous approval with Alexander opposing.

Motion #2 — Motion to not permit resolutions of principle (4-1): Motion by Edwards, Second by Stewart. The vote reflected unanimous approval with Alexander opposing.

18. Approve Amendment No. 5 to City Manager Aaron Adams' Employment Agreement Recommendation: That the City Council approve Amendment No. 5 to City Manager Aaron Adams' Employment Agreement.

Approved the Staff Recommendation (5-0): Motion by Edwards, Second by Schwank. The vote reflected unanimous approval.

19. Accept the November 8, 2022 General Municipal Election Declaration of Results and Conduct Swearing -In CeremonX
Recommendation: That the City Council adopt a resolution entitled:

RESOLUTION NO. 2022-98

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA RECITING THE FACT OF THE GENERAL
6 MUNICIPAL ELECTION HELD ON NOVEMBER 8, 2022,

DECLARING THE RESULTS AND SUCH OTHER MATTERS AS

PROVIDED BY LAW
Approved the Staff Recommendation (5-0): Motion by Schwank, Second by Stewart. The vote reflected unanimous approval.

20. Appoint the Mayor, Mayor Pro Tempore, President, Vice -President for Calendar Year 2023 Recommendation: That the City Council/Board of Directors:

1. Appoint the Mayor and Mayor Pro Tempore, effective January 1, 2023, to serve in this capacity until December 31, 2023; and

2. Appoint the President and Vice -President, effective January 1, 2023 to serve in this capacity until December 31, 2023.

Motions were made and approved with new City Council members.

Approved to appoint Zak Schwank as Mayor (5-0): Motion by Stewart, Second by Alexander.

The vote reflected unanimous approval.

Approved to appoint James Stewart as Mayor Pro Tempore (5-0): Motion by Schwank, Second by Brown. The vote reflected unanimous approval.

Approved to appoint James Stewart as TCSD President (5-0): Motion by Schwank, Second by Brown. The vote reflected unanimous approval.

Approved to appoint Jessica Alexander as TCSD Vice President (5-0): Motion by Kalf is, Second by Stewart. The vote reflected unanimous approval.

ITEMS FOR FUTURE CITY COUNCIL AGENDAS

CITY MANAGER REPORT

CITY ATTORNEY REPORT

ADJOURNMENT
At 9:38 PM, the City Council meeting was formally adjourned to Tuesday, January 10, 2023, at 4:30 PM for Closed Session, with regular session commencing at 6:00 PM, City Council Chambers, 41000 Main Street, Temecula, California.

Zak Schwank, Mayor
ATTEST:

Randi Johl, City Clerk
[SEAL]

Item No. 3

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Jennifer Hennessy, Director of Finance
DATE: January 10, 2023
SUBJECT: Approve the List of Demands
PREPARED BY: Pam Espinoza, Accounting Technician II
RECOMMENDATION: That the City Council adopt a resolution entitled:

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS

AS SET FORTH IN EXHIBIT A
BACKGROUND: All claims and demands are reported and summarized for review and approval by the City Council on a routine basis at each City Council meeting. The attached claims represent the paid claims and demands since the last City Council meeting.

FISCAL IMPACT: All claims and demands were paid from appropriated funds or authorized resources of the City and have been recorded in accordance with the City's policies and procedures.

ATTACHMENTS: 1. Resolution

2. List of Demands

RESOLUTION NO.2023-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF TEMECULA ALLOWING CERTAIN CLAIMS AND

DEMANDS AS SET FORTH IN EXHIBIT A

THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. That the following claims and demands as set forth in Exhibit A, on file in the office of the City Clerk, has been reviewed by the City Manager's Office and that the same are hereby allowed in the amount of $ 9,009,733.93.

Section 2. The City Clerk shall certify the adoption of this resolution.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 1 Oth day of January, 2023.

Zak Schwank, Mayor
ATTEST:

Randi Johl, City Clerk
[SEAL]

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 2023- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the I Oth day of January, 2023, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

Randi Johl, City Clerk

CITY OF TEMECULA

LIST OF DEMANDS
11/29/2022 TOTAL CHECK RUN:
11/29/2022 TOTAL CHECK RUN:
12/01/2022 TOTAL CHECK RUN:
12/06/2022 TOTAL CHECK RUN:
12/08/2022 TOTAL CHECK RUN:
12/13/2022 TOTAL CHECK RUN:
12/15/2022 TOTAL CHECK RUN:
12/21/2022 TOTAL CHECK RUN:
12/21/2022 TOTAL CHECK RUN:
12/22/2022 TOTAL CHECK RUN:
12/02/22 TOTAL PAYROLL RUN:
12/22/22 TOTAL PAYROLL RUN:
551,254.92
39,497.25
685,226.08
202,350.60
152,164.76
525,349.27
1,750,113.27
115,319.04
3,405,129.73
202,558.00
718,863.32
661,907.69
TOTAL LIST OF DEMANDS FOR 01/10/2023 COUNCIL MEETING: $ 9,009,733.93

DISBURSEMENTS BY FUND:

CHECKS:
001

GENERAL FUND
4,977,701.18
002

MEASURE S FUND
34,803.10
110

RANCHO CALIF ROAD REIMB DIST
14,175.30
125

PEG PUBLIC EDUCATION & GOVERNMENT
434.20
140

COMMUNITY DEV BLOCK GRANT
15,451.83
165
RDA AFFORDABLE HOUSING 20% SET ASIDE
22,634.72
190

TEMECULA COMMUNITY SERVICES DISTRICT
701,716.03
192

TCSD SERVICE LEVEL B STREET LIGHTS
24,232.74
194

TCSD SERVICE LEVEL D REFUSE RECYCLING
2,842.34
196
TCSD SERVICE LEVEL "L" LAKE PARK MAINT.
11,993.86
197

TEMECULA LIBRARY FUND
16,486.41
210

CAPITAL IMPROVEMENT PROJECTS FUND
1,246,203.45
300

INSURANCE FUND
19,915.38
305

WORKER'S COMPENSATION
8,953.86
320

INFORMATION SYSTEMS
299,483.15
325

TECHNOLOGY REPLACEMENT FUND
43,145.76
330

CENTRAL SERVICES
19,075.06
340

FACILITIES
62,889.52
478
CFD 16-01 RORIPAUGH PHASE II
413.00
501
SERVICE LEVEL"C"ZONE 1 SADDLEWOOD
2,617.64
502
SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK
2,335.94
503
SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS
2,760.35
504
SERVICE LEVEL"C"ZONE 4 THE VINEYARDS
435.01
505
SERVICE LEVEL"C"ZONE 5 SIGNET SERIES
2,785.26
506
SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY
1,808.43
507
SERVICE LEVEL"C"ZONE 7 RIDGEVIEW
908.46
508
SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE
8,682.02
509
SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA
179.33
510
SERVICE LEVEL"C"ZONE 10 MARTINIQUE
713.26
511
SERVICE LEVEL"C"ZONE 11 MEADOWVIEW
136.84
512
SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS
5,779.22
513
SERVICE LEVEL"C"ZONE 13 PRESLEY DEVELOP
2,145.31
514
SERVICE LEVEL"C"ZONE 14 MORRISON HOMES
1,028.63
515
SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATE
541.92
516
SERVICE LEVEL"C"ZONE 16 TRADEWINDS
1,217.36
517
SERVICE LEVEL"C"ZONE 17 MONTE VISTA
120.76
518
SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS
4,652.57
519
SERVICE LEVEL"C"ZONE 19 CHANTEMAR
3,663.31
520
SERVICE LEVEL"C"ZONE 20 CROWNE HILL
8,323.93
521
SERVICE LEVEL"C"ZONE 21 VAIL RANCH
14,019.01
522
SERVICE LEVEL"C"ZONE 22 SUTTON PLACE
441.05
523
SERVICE LEVEL"C"ZONE 23 PHEASENT RUN
350.50
524
SERVICE LEVEL"C"ZONE 24 HARVESTON
8,960.65
525
SERVICE LEVEL"C"ZONE 25 SERENA HILLS
2,790.95
526
SERVICE LEVEL"C"ZONE 26 GALLERYTRADITION
117.00
527
SERVICE LEVEL"C"ZONE 27 AVONDALE
698.16
528
SERVICE LEVEL"C"ZONE 28 WOLF CREEK
15,521.72
529
SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT
161.44
700
CERBT CALIFORNIA EE RETIREE-GASB45
12,516.00
$ 7,628,962.92

001 GENERAL FUND
110 RANCHO CALIF ROAD REIMB DIST
140 COMMUNITY DEV BLOCK GRANT
165 AFFORDABLE HOUSING
190 TEMECULA COMMUNITY SERVICES DISTRICT
194 TCSD SERVICE LEVEL D REFUSE RECYCLING
196 TCSD SERVICE LEVEL "L" LAKE PARK MAINT.
197 TEMECULA LIBRARY FUND
300 INSURANCE FUND
305 WORKERS' COMPENSATION
320 INFORMATION TECHNOLOGY
330 SUPPORT SERVICES
340 FACILITIES
700 CERBT CALIFORNIA EE RETIREE-GASB45
TOTAL BY FUND:
775,874.93
1,075.50
1,510.13
8,470.43
376,456.65
2,996.31
397.00
8,984.69
6,236.06
6,236.21
90,924.97
11,632.42
18,797.24
71,178.47
$ 1,380,771.01
9,009,733.93

apChkLst Final Check List Page: 1
11/29/2022 4:23:25PM CITY OF TEMECULA
Bank: union UNION BANK
Check # Date
Vendor
Description
Amount Paid
Check Total
14393 11/18/2022
000246

PERS (EMPLOYEES'

PERS RETIREMENT PAYMENT
138,611.59
138,611.59

RETIREMENT)
14480 11/11/2022
000262

RANCHO CALIF WATER
3015553 DEER HOLLOW WAY
57,470.05
57,470.05

DISTRICT
14494 11/18/2022
000262

RANCHO CALIF WATER
VAR OCT WATER 3003793 28250 YNEZ
17,594.67
17,594.67

DISTRICT

RD LAKE
14495 11/9/2022
006887

UNION BANK OF CALIFORNIA
022546

AIRWAVE COMMUNICATIONS,
MISC EQUIPMENT: VEHICLE: EOC

30.77 30.77

ENTERPRISES
14496 11/9/2022
006887

UNION BANK OF CALIFORNIA
017932

MENIFEE VALLEY CHAMBER
REGIST FEE: STATE OF THE CITY:

65.00 OF, COMMERCE

CITY MGR
013703

LAKE ELSINORE VALLEY
REGIST FEE: STATE OF THE CITY:

75.00 140.00

CHAMBER, OF COMMERCE

CITY MGR
14497 11/9/2022
006887

UNION BANK OF CALIFORNIA
018315

CHARITY FOR CHARITY
REGIST FEE: FUNDRAISER: WAY OUT
100.00
WEST
023122

PROFESSIONAL WOMEN'S
REGIST FEE: FUNDRAISER: UNITY
100.00

ROUNTABLE
AWARDS
006146

MT SAN JACINTO COMMUNITY,
REGIST FEE: FARM TO TABLE
195.00
395.00

COLLEGE

FUNDRAISER
14498 11/9/2022
006887

UNION BANK OF CALIFORNIA
013703

LAKE ELSINORE VALLEY
REGIST FEE: STATE OF THE CITY:

75.00 CHAMBER, OF COMMERCE

CITY MGR
003048

BOYS AND GIRLS CLUB, OF
REGIST FEE: FUNDRAISER: OUR KIDS
175.00

SOUTHWEST COUNTY
ROCK
002187

ANIMAL FRIENDS OF THE
REGIST FEE: FUNDRAISER: WINES
150.00

VALLEYS
FOR K9
017932

MENIFEE VALLEY CHAMBER
REGIST FEE: STATE OF THE CITY:

65.00 465.00

OF, COMMERCE

CITY MGR
14499 11/9/2022
006887

UNION BANK OF CALIFORNIA
000907

RANCHO TEMECULA CAR
VEHICLE WASH: CIP: PW

60.00 WASH
001054

CALIF BUILDING OFFICIALS,
REGIST: EDUCATIONAL COURSE: PW
500.00
560.00
(CALBO)
Page:1

apChkLst Final Check List Page: 2
11/29/2022 4:23:25PM CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check # Date Vendor
Description
14500 11/9/2022 006887

UNION BANK OF CALIFORNIA
006146

MT SAN JACINTO COMMUNITY,
REGIST FEE: FARM TO TABLE

COLLEGE

FUNDRAISER
015626
EVENTBRITE.COM
REGIST FEE: STATE OF THE CITY:

CANYON LA
000515

TEMECULA VALLEY CHAMBER
REGIST FEE: MONTE CARLO

OF, COMMERCE

EXTRANVAGANZA
013703

LAKE ELSINORE VALLEY
REGIST FEE: STATE OF THE CITY:

CHAMBER, OF COMMERCE

CITY MGR
017932

MENIFEE VALLEY CHAMBER
REGIST FEE: STATE OF THE CITY:

OF, COMMERCE

CITY MGR
018315

CHARITY FOR CHARITY
REGIST FEE: FUNDRAISER: WAY OUT
WEST
023122

PROFESSIONAL WOMEN'S
REGIST FEE: FUNDRAISER: UNITY

ROUNTABLE
AWARDS
14502 11/9/2022 006887 UNION BANK OF CALIFORNIA
000293

STADIUM PIZZA INC
021003

CVS PHARMACY
022854

BOOT BARN
022854

BOOT BARN
007987

WALMART
14503 11/9/2022 006887

UNION BANK OF CALIFORNIA
008039

PORTOLA PLAZA HOTEL
023128

PEARSON, VUE
023134
SUBWAY
023132
CREPES OF BRITTANY!
023129 OLD FISHERMAN'S GROTTO
023126 SMUG MUG
023131 CHART HOUSE
023129 OLD FISHERMAN'S GROTTO
RFRSHMNTS: CORE TEAM MTG 10/6
MISC SUPPLIES: HELP CTR: TCSD
MISC SUPPLIES: HELP CTR: TCSD
MISC SUPPLIES: HELP CTR: TCSD
MISC OFC SUPPLIES: HELP CTR: TCSD
LODGING: MISAC CONF: INFO TECH
CERT COMPTIATRAINING: INFO TECH
RFRSHMNTS: MISAC CONF: INFO
TECH
RFRSHMNTS: MISAC CONF: INFO
TECH
RFRSHMNTS: MISAC CONF: INFO
TECH
POWER SUBSCRIPTION: INFO TECH
RFRSHMNTS: MISAC CONF: INFO
TECH
RFRSHMNTS: MISAC CONF: INFO
TECH
Amount Paid
195.00

40.00 30.00

75.00 65.00
100.00
100.00
102.72

21.74 227.27
473.03
360.43
585.39
924.00

18.88 13.92

31.22 110.00
108.22

81.00 Check Total
605.00
1,185.19
1,872.63
Paget

apChkLst Final Check List Page: 3
11/29/2022 4:23:25PM CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check # Date Vendor
Description
Amount Paid Check Total
14505 11/9/2022 006887

UNION BANK OF CALIFORNIA
001060
HYATT
LODGING: ICMAANNUAL CONF: CITY
935.32
CLERK
000254

PRESS ENTERPRISE
ONLINE SUBSCRIPTION: CITY CLERK

14.00 COMPANY INC
000210

LEAGUE OF CALIF CITIES
REGIST: NEW LAW & ELECTIONS
500.00

SEMINAR
023008

PANDA EXPRESS
RFRSHMNTS: CITY CNCL MTG: 10/11
277.25
018323

GOAT & VINE, THE
RFRSHMNTS: CITY CNCL MTG: 09/27
180.51
023137

CAFE RIO
RFRSHMNTS: CITY CNCL MTG: 09/13
193.65 2,100.73
14506 11/9/2022 006887

UNION BANK OF CALIFORNIA
001054

CALIF BUILDING OFFICIALS,
COMMUNITY DEV TECH TRAINING:
195.00
(CALBO)
FIRE
009612

BJS RESTAURANTS INC
RFRSHMNTS: SPECIAL EVENT: STA 73
180.88
018925

MEMORABLE BITES LLC, DBA
RFRSHMNTS: MUSTER EVENT: FIRE
224.92

FIREHOUSE SUBS
DEPT
005903

TERRYS CANVAS
HELMET MAGNETS: FIRE STA 84
213.78
012915

LUCILLE'S BBQ
RFRSHMNTS: SPECIAL EVENT:
494.25

CHAPLAIN
006952
PAYPAL
REGIST: TABLE: TIP AWARDS: FIRE
600.00
023135

FIRESTOP SYMPOSIUM

FIRE INSPECTOR/PLAN REVIEW
400.00
CLASS: FIRE
018925

MEMORABLE BITES LLC, DBA
RFRSHMNTS: SPECIAL EVENT: STA84
371.54

FIREHOUSE SUBS
013338

APPLE STORE

SUBSCRIPTIOWREIMB BY EE

9.99 6.76

FRAUDULENT CHARGES TO BE REV
001264
COSTCO TEMECULA 491
EMPLOYE RECOGNITION: FLOWERS:

59.25 FIRE DEPT
022802

MARGARITA'S COCINAY
RFRSHMNTS: CHIEF COUNCIL

82.96 CANTINA
MEETING: FIRE
022699

MOUNTAIN MIKE'S PIZZA
RFRSHMNTS: FAIRVIEW COUNCIL
158.70
MTG: FIRE
013338

APPLE STORE
ADD'L PHONE STORAGE: FIRE DEPT

0.99 BOSCPROPERTIES - CREDIT RECEIV
-10.30 2,988.72
Page:3

apChkLst Final Check List Page: 4
11/29/2022 4:23:25PM CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check # Date Vendor
Description
Amount Paid Check Total
14507 11/9/2022 006887

UNION BANK OF CALIFORNIA
012085
ISTOCK INT'L INC.

SUBSCRIPTION: PROMO IMAGES:
120.00
TCSD
007177

MACARONI GRILL
RFRSHMNTS: THEATER HOSPITALITY:
118.54
TCSD
007177

MACARONI GRILL
RFRSHMNTS: HOSPITALITY: THEATER
114.19
020886
NETFLIX.COM
MONTHLY SVC CHARGE: TEEN ROOM:

9.99 CRC
000645

SMARTAND FINAL INC
RFRSHMNTS:RRSP RIBBON CUTTING
104.63
023130

S CA MUNICIPAL ATHLETE
REGIST: CONFERENCE: SPORTS:
110.00
TCSD
023127

KENTUCKY FRIED CHICKEN
RFRSHMNTS: HOSPITALITY: THEATER

90.77 020249
LAUND3R.COM LLC
LAUNDRY SVC: SAFETY VEST: COLOR

35.25 RUN
013338

APPLE STORE
APPLICATION PURCHASE: THEATER:

5.99 TCSD
001365

RIVERSIDE, COUNTY OF,
HEALTH PERMIT: HALLOWEEN

4.91 ENVIRONMENTAL HEALTH
CARNIVAL: TCSD
DEPT
020792
CANVA.COM
MONTHLY SUBSCRIPTION: TCSD

12.99 013338

APPLE STORE
APPLICATION PURCHASE: THEATER:

9.99 TCSD
000254

PRESS ENTERPRISE
ONLINE SUBSCRIPTION: TCSD

18.00 COMPANY INC
006952
PAYPAL

VERISIGN PAYFLOW PRO
313.30

TRANSACTION
019291
TLK ICE, INC., DBA:KONA ICE
RFRSHMNTS: OPEN STREETS EVENT:
650.00

TEMECULA VAL
TCSD
001365

RIVERSIDE, COUNTY OF,
HEALTH PERMIT: HALLOWEEN
207.00

ENVIRONMENTAL HEALTH
CARNIVAL: TCSD
DEPT
019371

VOLGISTICS, INC
MEMBERSHIP RENEWAL: TVM: TCSD
204.00
022983

MR KABOB FRESH
RFRSHMNTS: TVM EVENT: TCSD
200.59

MEDITERRANEAN
023133

BATES NUT FARM
EXCURSION: SENIORS: TVM
270.00
022785
VERO'S MEXICAN & SEA FOOD RFRSHMNTS: STAFF MTG: THEATER:
255.24
TCSD
021485

MOTION ARRAY
SUBSCRIPTION RENEWAL: VIDEO
249.99 3,105.37
EFFECT
Page:4

apChkLst Final Check List Page: 5
11/29/2022 4:23:25PM CITY OF TEMECULA
Bank: union UNION BANK
Check # Date Vendor
14508 11/9/2022 006887 UNION BANK OF CALIFORNIA
000210 LEAGUE OF CALIF CITIES
000210 LEAGUE OF CALIF CITIES
000210 LEAGUE OF CALIF CITIES
008956

PANERA BREAD
009194

VILLAGE NEWS, INC
008956

PANERA BREAD
017932

MENIFEE VALLEY CHAMBER

OF, COMMERCE
017444

PINPROSPLUS
14509 11/9/2022 006887

UNION BANK OF CALIFORNIA
023058

SAVAGE TRAINING GROUP
012550

MARRIOTT, COURTYARD BY

MARRIOTT
019832

TRAUMA INTERVENTION

PRGMS OF, SW RIVERSIDE

COUNTY INC
001264
COSTCO TEMECULA 491
008699 CSUS CCE
002702 USPS - POC,
ACCOUNT#8089685
(Continued)
Description
REGIST FEE: CITY MGR CONF: CITY
MGR
REGIST FEE: CITY MGR CONF:

PLANNING
REGIST FEE: CITY MGR CONF: CITY
MGR
RFRSHMNTS: STRATEGIC FISCAL MTG

COUNCIL
SUBSCRIPTION RENEWAL: CITY MGR
RFRSHMNTS: STRATEGIC FISCAL MTG

COUNCIL
REGIST FEE: STATE OF THE CITY:

CITY MGR
PINS: PECHANGA PU'ESKA HOLIDAY
REFUND: REGIST FEE: POLICE
LODGING: WOMEN LEADERS IN LAW
ENF
REGIST FEE; ANNUAL HEROES

AWARD GALA
RFRSHMNTS: EXPLORER POST

COMPETITION
REGIST: TRAFFIC SAFETY LE FORUM
STAMPS: MAILING: PD
001264
COSTCO TEMECULA 491
RFRSHMNTS: EXPLORER POST

COMPETITION
008023

STATER BROTHERS MARKETS
RFRSHMNTS: EXPLORER POST

COMPETITION
006690

BEST WESTERN
LODGING: LASO MOTOR SCHOOL:

POLICE
006690

BEST WESTERN
LODGING: LASO MOTOR SCHOOL:

POLICE
006690

BEST WESTERN
LODGING: LASO MOTOR SCHOOL:

POLICE
004618

CALIF NARCOTIC OFFICERS
REGIST: 58TH ANNUAL TRAINING
ASSN
EXPO
023123

CLASS MOTORCYCLE SCHOOL
REGIST: MOTOR OFFICER ADV

TRAINING
Amount Paid
750.00
750.00
750.00

30.17 69.95
146.10
130.00
963.53
-268.00
101.79

80.00 75.74

85.00 62.10

19.98 28.05
667.48
667.48
667.48
665.00

1.700.00
Check Total
3,589.75

4.552.10
Page:5

apChkLst Final Check List Page: 6
11/29/2022 4:23:25PM CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check # Date Vendor
Description
Amount Paid Check Total
14510 11/9/2022 006887

UNION BANK OF CALIFORNIA
023124

ARCHISAND PROFESSIONAL
MARKETING: DEP: SAND SCULPTURE:
1,170.00

ECO DEV
014885

TEMECULA CATERING
RFRSHMNTS: DEPOSIT: BROKER'S
926.55
EVENT
020186

GREAT HARVEST BREAD CO
RFRSHMNTS: HEALTH & WELLNESS
1,816.25
FAIR
021284

LEWIS CLEANERS
DRY CLEANING SVCS: LINENS: ECO
180.00
DEV
000210

LEAGUE OF CALIF CITIES
REGIST FEE: CITY MGR CONF: ECO
750.00
DEV
020395
ETSY
MISC OFC SUPPLIES: STENCIL: ECO

21.50 DEV
013338

APPLE STORE
ADD'L PHONE STORAGE: SOCIAL

2.99 MEDIA
000515

TEMECULA VALLEY CHAMBER
REGIST FEE: LEGISLATIVE SUMMIT

60.00 OF, COMMERCE
TICKET
017932

MENIFEE VALLEY CHAMBER
REGIST FEE: STATE OF THE CITY: ECO

65.00 OF, COMMERCE
DEV
012085
ISTOCK INT'L INC.

STOCK PHOTO: QLMP: CITY MGR

33.00 023125

WESTERN BID, ETSY
MARKETING: EVENTS: ECO DEV
113.10 5,138.39
Page:6

apChkLst Final Check List Page: 7
11/29/2022 4:23:25PM CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check # Date Vendor
Description
Amount Paid Check Total
14511 11/9/2022 006887

UNION BANK OF CALIFORNIA
015496

SAN DIEGO AIRPORT PARKING
PARKING: NEOGOV CONFERENCE: HR
104.00
015496

SAN DIEGO AIRPORT PARKING
PARKING: NEOGOV CONFERENCE: HR
104.00
008668

WES FLOWERS

SUNSHINE FUND

85.68 007282

AMAZON CAPITAL SERVICES
SUPPLIES: HEALTH & WELLNESS

72.78 INC
FAIR: HR
023137

CAFE RIO
RFRSHMNTS: HEALTH & WELLNESS

72.54 FAIR: HR
023138

PARTY CITY
SUPPLIES: HEALTH & WELLNESS

36.87 FAIR: HR
000305

TARGET BANK BUS CARD
SUPPLIES: HEALTH & WELLNESS

54.36 SRVCS
FAIR: HR
023141
CRUMBL
RFRSHMNNTS: WORKFORCE

59.88 STRATEGIC PLAN
023139

EPIC EATZ FOOD TRUCK
RFRSHMNTS: MOTIVATIONAL
1,078.37
SPEAKER: HR
023140
INC.COM
SUBSCRIPTION: PUBLICATION: HR

19.99 011321

LABOR LAW CENTER LLC
POSTERS: HR

25.21 010948

MIRAGE THE HOTELAND
LODGING: NEOGOV CONF: HR
2,023.90
CASINO
001264
COSTCO TEMECULA 491
RFRSHMNTS: MOTIVATIONAL
185.47
SPEAKER: HR
007282

AMAZON CAPITAL SERVICES
SUPPLIES: HEALTH & WELLNESS
475.33
INC
FAIR: HR
001264
COSTCO TEMECULA 491
RFRSHMNTS: EOQ: TEAM PACE
302.95
001264
COSTCO TEMECULA 491
RFRSHMTNS: HEALTH & WELLNESS
449.29 5,150.62
FAIR: HR
14513 11/23/2022 010349

CALIF DEPT OF CHILD

SUPPORT PAYMENT
138.92 138.92

SUPPORT
14514 11/23/2022 021301 1 C M A RETIREMENT -PLAN ICMA- 401(A) RETIREMENT PLAN 384.62 384.62 106474 PAYMENT
14515 11/23/2022 000194 1 C M A RETIREMENT -PLAN ICMA-RC RETIREMENT TRUST 457 15,011.87 15,011.87 303355 PAYMENT
14516 11/23/2022 000444 INSTATAX (EDD) STATE TAX PAYMENT 41,643.93 41,643.93 14518 11/23/2022 001065 NATIONWIDE RETIREMENT NATIONWIDE RETIREMENT PAYMENT 11,578.85 11,578.85

SOLUTION
14519 11/23/2022 019088 NATIONWIDE RETIREMENT NATIONWIDE LOAN REPAYMENT 427.79 427.79

SOLUTION PAYMENT
Page:7

apChkLst
11/29/2022
4:23:25PM
Final Check List

CITY OF TEMECULA
Page: 8
Bank: union UNION BANK
(Continued)
Check #
Date Vendor
Description
Amount Paid
Check Total
14520
11/23/2022 000389

NATIONWIDE RETIREMENT OBRA- PROJECT RETIREMENT
3,836.80
3,836.80

SOLUTION PAYMENT
102135
10/31/2022 018952
ON GUARD FIRE PROTECTION REFUND: FIRE INSPECTION FEE: FIRE 255.00
255.00
102136
11/17/2022 023147
SMITH. RONALD REFUND: DUPLICATE CHARGE
331.00
331.00
Grand total for UNION BANK: 319,164.36
Page:8

apChkLst
11/29/2022
4:23:25PM
Final Check List

CITY OF TEMECULA
Page: 9
Bank: eunion EFT UNION BANK
Check #
Date
Vendor
Description
Amount Paid
Check Total
503548
12/1/2022
004192

DOWNS ENERGY FUEL
FUEL FOR CITY VEHICLES: CIP: PW
195.84
195.84
503549
12/1/2022
002577

ENGINEERING RESOURCES,
ENG SVCS: BIKE TRAIL PRGM:
1,987.50
1,987.50
OF SOUTHERN CALIF., INC.

PW19-11
503550
12/1/2022
014865

FREIZE UHLER KIMBERLY DBA,
MISC PROMOTIONAL ITEMS: TVE2
1,264.30
1,264.30

CLEAR BLUE PROMOTIONS
503551
12/1/2022
004890

GOLDEN STATE FIRE
FIRE SPRINKLERS: PD STOREFRONT
1,630.00
1,630.00

PROTECTION
503552
12/1/2022
022056

IDETAIL SUPPLY CO
ENGINE MAINT SUPPLIES: STA 73
131.00
131.00
503553
12/1/2022
000482

LEIGHTON CONSULTING INC
GEOTECH REVIEW: RALLY'S
3,831.00
3,831.00

RESTAURANT
503554
12/1/2022
018675

MDG ASSOCIATES INC
OCT ADA LABOR COMPLIANCE: PW
102.50
102.50
18-16
503555
12/1/2022
004043

MISSION ELECTRIC SUPPLY
ELECTRICAL PARTS: PD STOREFRONT
1,756.31
1,756.31
INC
503556
12/1/2022
004490

MUSCO SPORTS LIGHTING LLC
RELAMP OUTAGES: RRSP: PW PARKS
7,361.53
7,361.53
503557
12/1/2022
021998

OLD TOWN TIRE AND SERVICE
VEHICLE REPAIRS: CIP: PW

39.22 39.22
INC
503558
12/1/2022
005075

PRUDENTIAL OVERALL
UNIFORM SVCS: STREET MAINT: PW

46.61 46.61
SUPPLY
503559
12/1/2022
022537

REFRIGERATION SUPPLIES,
MISC HVAC SUPPLIES: AQUATICS: PW
327.47

DISTRIBUTOR
MISC HVAC SUPPLIES: AQUATICS: F

30.05 357.52
503560
12/1/2022
009746

SIGNS BY TOMORROW
MISC SIGNAGE: CITY FACILITIES
991.25
MISC SIGNAGE: OLD TOWN SIGNAC
654.07
1,645.32
503561
12/1/2022
002366

STEAM SUPERIOR CARPET
CARPET CLEANING SVCS: FOC
1,300.00

CLEANING
CARPET CLEANING SVCS: SENIOR
175.00
1,475.00
503562
12/1/2022
003840

STRONG'S PAINTING
PAINTING SVCS: TEM CHILDRENS
575.00
MUSEUM
PAINTING SVCS: FO BREAK ROOM
475.00
1,050.00
503563
12/1/2022
004209

TEMECULA SUNRISE ROTARY,
BUS PLACEMENT & MAINT: PW
2,030.62
2,030.62
CLUB

STREETS
Pages

apChkLst
11/29/2022
4:23:25PM
Final Check List

CITY OF TEMECULA
Page: 10
Bank: eunion EFT UNION BANK
(Continued)
Check #
Date Vendor
Description Amount Paid
Check Total
503564
12/1/2022 003849

TERRYBERRY COMPANY
EMPLOYEE SERVICE RECOGNITION: 74.41

74.41 HR
503565
12/1/2022 010046

TV CONVENTION &VISITORS
SEPT'22 BUS. IMPRV DISTRICT 207,111.88
207,111.88

BUREAU, DBA VISIT TEMECULA ASMNTS
VALLEY
Grand total for EFT UNION BANK: 232,090.56
Page:10

apChkLst Final Check List Page: 11
11/29/2022 4:23:25PM CITY OF TEMECULA
45 checks in this report.

Grand Total All Checks: 551,254.92
Page:11

apChkLst Final Check List Page: 1
11/29/2022 4:09:27PM CITY OF TEMECULA
Bank: union UNION BANK
Check # Date Vendor
14512 11/25/2022 000262 RANCHO CALIF WATER

DISTRICT
Description Amount Paid Check Total
3031158 NACKE DR 19,309.18 19,309.18
Grand total for UNION BANK: 19,309.18
Page:1

apChkLst Final Check List Page: 2
11/29/2022 4:09:27PM CITY OF TEMECULA
Bank:
eunion EFT UNION BANK
Check #
Date
Vendor
Description
503566
12/1/2022
007282

AMAZON CAPITAL SERVICES
MISC EQUIPMENT: ECO DEV
INC
503567
12/1/2022
004240

AMERICAN FORENSIC NURSES
DRUG/ALCOHOL ANALYSIS: TEM
AFN

SHERIFF
503568
12/1/2022
018675

MDG ASSOCIATES INC
OCT CDBG PRGM ADMIN: PLANNING

OCT CDBG-CV EMER MORTG ASSIST
503569
12/1/2022
018314

MICHAEL BAKER
CONSULT/SURVEY SVCS: MONUMENT

INTERNATIONAL
OT
Amount Paid Check Total

16.30 868.14
12,472.38
256.25
6,575.00
Grand total for EFT UNION BANK:

16.30 868.14
12,728.63
6,575.00
20,188.07
Paget

apChkLst Final Check List Page: 3
11/29/2022 4:09:27PM CITY OF TEMECULA
5 checks in this report.

Grand Total All Checks: 39,497.25
Page:3

apChkLst
12/01/2022
1:33:21PM
Final Check List

CITY OF TEMECULA
Page: 1
Bank: union UNION BANK
Check #
Date
Vendor
Description
Amount Paid
Check Total
14492
11/10/2022
000246

PERS (EMPLOYEES'

PERS RETIREMENT PAYMENT
140,153.48
140,153.48

RETIREMENT)
14517
11/23/2022
000283

INSTATAX (IRS)

FEDERAL TAX PAYMENT
121,683.29
121,683.29
14522
12/1/2022
000194

I C M A RETIREMENT -PLAN
ICMA-RC RETIREMENT TRUST 457
9,449.10
9,449.10
303355

PAYMENT
14523
12/1/2022
000444

INSTATAX (EDD)

STATE TAX PAYMENT
18,664.47
18,664.47
14524
12/1/2022
000283

INSTATAX (IRS)

FEDERAL TAX PAYMENT
70,348.77
70,348.77
14525
12/1/2022
001065

NATIONWIDE RETIREMENT

NATIONWIDE RETIREMENT PAYMENT
3,342.82
3,342.82

SOLUTION
210772
12/1/2022
013387

ADAME LANDSCAPE INC, DBA
NOV SWEEPING SVCS: PARKING
540.00
540.00

SWEEPING UNLIMITED
GARAGE
210773
12/1/2022
013582

ADVANTAGE MAILING LLC, DBA
PRINTING SVC: TCSD ACTIVITY
40,235.62
40,235.62

ADVANTAGE
GUIDE: TCSD
210774
12/1/2022
006915

ALLIES PARTY EQUIPMENT,
CHAIRS/TABLES RENTAL: PECHANGE
1,748.05
1,748.05

RENTALINC
PUESKA:C
210775
12/1/2022
021136

ARCADIA PUBLISHING INC
RESALE PRODUCTS: GIFT SHOP:
640.99
640.99
TCSD
210776
12/1/2022
021689

ASCENT ENVIRONMENTAL INC
SEIR: TEM VLY HOSPITAL: PA22-0105
12,306.98
12,306.98
210777
12/1/2022
011954

BAKER AND TAYLOR INC
BOOK COLLECTIONS: RHRTPL: TCSD
200.21
200.21
210778
12/1/2022
015592

BAMM PROMOTIONAL
STAFF UNIFORMS: MPSC: TCSD
2,991.07
2,991.07

PRODUCTS INC
210779
12/1/2022
023049

BETTS, KENNETH

TCSD INSTRUCTOR EARNINGS
5,037.20
5,037.20
210780
12/1/2022
004262

BIO TOX LABORATORIES
PHLEBOTOMY SERVICES: TEM
5,143.32

SHERIFF
PHLEBOTOMY SERVICES: TEM SHE
154.65
PHLEBOTOMY SERVICES: TEM SHE
2,523.74
7,821.71
210781
12/1/2022
023152

BOND, CLARISSA
REFUND: BALADJ CITATION: 353252
305.00
305.00
Page:1

apChkLst Final Check List Page: 2
12/01/2022 1:33:21PM CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210782
12/1/2022
003138

CAL MAT, DBA VULCAN
ASPHALT SUPPLIES: STREET MAINT:
398.87

MATERIALS CO
PW
ASPHALT SUPPLIES: STREET MAIN-
580.18
ASPHALT SUPPLIES: STREET MAIN-
496.35
ASPHALT SUPPLIES: STREET MAIN-
201.59
1,676.99
210783
12/1/2022
021851

CALIF NEWSPAPERS
LEGAL PUBLICATIONS: CITY CLERK
974.02
974.02

PARTNERSHIP, DBA SO CALIF

NEWS GROUP
210784
12/1/2022
018828

CASC ENGINEERING AND,
ENG SVCS: CATCH BASIN DEVICE
970.00

CONSULTING INC

ANALYSIS

OCT COMMERCIAL/IND'L INSPECTIC
3,110.00
4,080.00
210785
12/1/2022
022930

CCS SAN DIEGO JANITORIAL
NOV JANITORIAL SVCS: CITY FACS
22,045.21
22,045.21

INC, DBACCS FACILITY

SERVICES
210786
12/1/2022
014887
EMPLOYEE #00633
REIMB: SUPPLIES: TVE2
361.26
361.26

ANNIVERSARY
210787
12/1/2022
021182

CHANNEL CRAFT AND,
CHANNEL CRAFT DISTRIBUTION: TVM:
1,232.04
1,232.04

DISTRIBUTION INC
TCSD
210788
12/1/2022
004329
COSTCO TEMECULA491
MISC SUPPLIES: SPEC EVENTS: TCSD
397.67
SUPPLIES: MPSC/HUMAN SVCS: TC
351.08
748.75
210789
12/1/2022
001233

DANS FEED AND SEED INC
MISC SUPPLIES: STREET MAINT: PW

24.99 24.99
210790
12/1/2022
012600

DAVID EVANS AND
DOG PARK RENOVATION: CIP: PW
3,390.00

ASSOCIATES INC
ENG DSGN SVCS: HOCKEY RINK: RI
1,637.50
ENG SVCS: BIDDING & CONST: PW1
4,945.50
DSGN SVCS: MPSC OUTDOOR REC
12,686.83
22,659.83
210791
12/1/2022
002990

DAVID TURCH AND
JUL FEDERAL LOBBYING SVCS: CITY
5,500.00

ASSOCIATES
MGR
OCT FEDERAL LOBBYING SVCS: CI-
5,500.00
11,000.00
210792
12/1/2022
020416

DICK'S SPORTING GOODS INC,
PITCHING MOUNDS: PBSP: TCSD
8,941.00
8,941.00

DBA AD STARR
210793
12/1/2022
015330

FAIR HOUSING COUNCIL, OF
OCT SUB -RECIPIENT: FAIR HOUSING
1,443.62
1,443.62

RIVERSIDE COUNTY INC
SVCS
210794
12/1/2022
023068

FALCICCHIO, NICHOLAS
REGISTRATION: CELLULAR TECH:
600.00
600.00
POLICE
210795
12/1/2022
000165

FEDERAL EXPRESS INC
EXPRESS MAIL SVCS: INFO TECH

7.40 7.40
Paget

apChkLst
12/01/2022
1:33:21PM
Final Check List

CITY OF TEMECULA
Page: 3
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210796
12/1/2022
003747

FINE ARTS NETWORK AKA
TICKET SALES ADVANCE:
15,000.00
15,000.00

THEATRE, CO AND BALLET

NUTCRACKER

THEATER
210797
12/1/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: CITY HALL
1,061.49
1,061.49
210798
12/1/2022
009097

FULL COMPASS SYSTEMS
SOUND/LIGHTING SUPPLIES:
194.83

THEATER
SOUND/LIGHTING SUPPLIES: THEN
292.32
487.15
210799
12/1/2022
022934

GILLMORE, LAUREN BROOKE

TCSD INSTRUCTOR EARNINGS
262.50
262.50
210800
12/1/2022
014435

INLAND EROSION CONTROL
EROSION CONTROL SUPPLIES:
420.00
420.00
SRVCS
STREETS:PW
210801
12/1/2022
009693

INLAND VALLEY CLASSICAL
STTLMNT: NUTCRACKER 11/25-11/27
28,705.50
28,705.50
BALLET
210802
12/1/2022
022017

JETE'S PRODUCTS LLC
TICKET SALES ADVANCE:
2,000.00
2,000.00

NUTCRACKER
210803
12/1/2022
023153

KOIRALA, ANNIE
REFUND: SMARTPAY: LIBRARY

25.96 25.96
210804
12/1/2022
017118

KRACH BREE B, DBA
RECOGNITION PROGRAM: CITY MGR
108.75
108.75

TEMECULA TROPHY & DES
210805
12/1/2022
013982

M C I COMM SERVICE
NOV 7DK89878 XXX-0346 USAGE MALL

36.54 PD
NOV 7DK89878 XXX-0714 GEN USAC

38.43 74.97
210806
12/1/2022
000973

MIRACLE RECREATION
MISC PLAYGROUND PARTS: PARKS
7,606.01
7,606.01

EQUIPMENT
210807
12/1/2022
017956

MONOPRICE INC

MISC CABLES & COMPUTER
295.91
295.91
SUPPLIES: IT
210808
12/1/2022
023151
EMPLOYEE #06316
MISC SUPPLIES: THEATER: TCSD

50.92 50.92
210809
12/1/2022
003964

OFFICE DEPOT BUSINESS SVS
MISC OFC SUPPLIES: CIP: PW

61.29 DIV
MISC OFC SUPPLIES: LAND DEV: P\

59.25 120.54
210810
12/1/2022
018461

PACIFIC PRODUCTS &
TRAFFIC SIGN PARTS: STREET MAINT:
4,749.89
4,749.89

SERVICE LLC
PW
210811
12/1/2022
018462

PERDUE ROBERT S DBA,
APPRAISAL SVCS: PLANNING
4,800.00
4,800.00

PERDUE RUSSELL & MATTHIES
Page:3

apChkLst
12/01/2022
1:33:21PM
Final Check List

CITY OF TEMECULA
Page: 4
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210812
12/1/2022
019440

QUADIENT INC
POSTAGE FOR METER: TEM SHERIFF
250.00
250.00
210813
12/1/2022
002176

RANCHO CALIF BUS PK ASSOC
PRICEADJ: OCT-DEC'22 BUS PK
111.71
ASSN:TVE2
PRICE ADJ: OCT-DEC'22 BUS PK AS
101.65
213.36
210814
12/1/2022
000262

RANCHO CALIF WATER
AS -BUILT PLAN REVIEW: PW17-19
5,000.00
5,000.00

DISTRICT
210815
12/1/2022
000262

RANCHO CALIF WATER
ONSITE PLAN REVIEW: CIP: PW17-19
5,000.00
5,000.00

DISTRICT
210816
12/1/2022
022494

REVZILLA MOTORSPORTS LLC,
UNIFORMS: TEM SHERIFF
613.61
613.61
DBA REVZILLA.COM
210817
12/1/2022
022715

RIVERSIDE CO PUBLIC
OCT EMERG RADIO RENTALS: POLICE
1,893.31
1,893.31

SAFETY, ENTERPRISE

COMMUNICATION
210818
12/1/2022
017699

SARNOWSKI SHAWNA M
PHOTOGRAPHY SVCS: THEATER:
650.00

PRESTON
TCSD
PHOTOGRAPHY SVCS: VETERANS 1
250.00
PHOTOGRAPHY SVCS: MPSC: TCSC
225.00
PHOTOGRAPHY SVCS: YAC CEREM
200.00
PHOTOGRAPHY SVCS: SPEC EVEN
300.00
1,625.00
210819
12/1/2022
000537

SO CALIF EDISON
OCT 700276704365 MAIN ST
503.11
OCT 700039423268 VARI LOCATION:
1,065.02
OCT 700116137841 VARIOUS LOCAT
34,104.48
35,672.61
210820
12/1/2022
020545

SOCIAL WORK ACTION GROUP
OCT HOMELESS/STREET OUTREACH:
26,830.00
26,830.00
TCSD
210821
12/1/2022
020548

SOURCE POINT PRODUCTS &
PUBLIC SAFETY ED MATERIALS: EOC
5,991.33
5,991.33

SRVCS, DBA FULLY

PROMOTED OF TV
210822
12/1/2022
002503

SOUTH COAST AIR QUALITY,
FY22/23 FLAT EMISSIONS FEE: FOC
151.85

MANAGEMENT DISTRICT
FY 22/23 OPERATING FEES: FOC
468.76
620.61
Page:4

apChkLst Final Check List Page: 5
12/01/2022 1:33:21PM CITY OF TEMECULA
Bank: union UNION BANK
Check # Date Vendor
210823 12/1/2022 000519 SOUTH COUNTY PEST

CONTROL INC
210824 12/1/2022 012652 SOUTHERN CALIFORNIA,

TELEPHONE COMPANY
210825 12/1/2022 008337 STAPLES BUSINESS CREDIT
210826 12/1/2022 017814 STC TRAFFIC INC
(Continued)
Description
PEST CONTROL SVCS: SENIOR
CENTER
PEST CONTROL SVCS: THEATER
PEST CONTROL SVCS: CIVIC CENTI
PEST CONTROL SVC: MUSEUM
PEST CONTROL SVCS: STA 84
PEST CONTROL SVCS: CHILDRENS
PEST CONTROL SVCS: LIBRARY
PEST CONTROL SVCS: TCC/PANTR`
RODENT CONTROL SVCS: DUCK PC
PEST CONTROL SVCS: CRC
EMERG PEST CONTROL SVCS: HAF
PEST CONTROL SVCS: STA 92
PEST CONTROL SVCS: WEST WING
PEST CONTROL SVCS: TVE2
NOV GEN USAGE: 0141,0839,0978,0979
DEC GEN USAGE: 0141,0839,0978,0E
MISC OFC SUPPLIES: CIP: PW
MISC OFC SUPPLIES: CIP: PW
MISC OFC SUPPLIES: CIP: PW
MISC OFC SUPPLIES: TCSD
MISC OFC SUPPLIES: CIP: PW
FIBER OPTIC COMM SYS UPGRADE:

PW 18-05
210827 12/1/2022 015648 STEIN ANDREW, DBA PARKINK MARKETING MERCHANDISE: COMM

RELATIONS
MISC MERCHANDISE: SPEC EVENT
210828 12/1/2022 020911 T-MOBILE USA, INC. GPS LOCATE: TEM SHERIFF GPS LOCATE: TEM SHERIFF
210829 12/1/2022 020963 UPTOWN TEMECULAAUTO NOV VEHICLE DETAILING SVCS: PW

SPA LLC STREETS
210830 12/1/2022 014850 VALLEY PRINTING SERVICES,
PRINTING SERVICES: CITY MGR
INC.

PRINTING SVCS: CITY MGR
210831 12/1/2022 023055 VAN OTTERLOO INC
EMERGENCY EQUIP REPAIR:

STREETS: PW
EMERGENCY EQUIP REPAIR: STREI
EMERGENCY EQUIP REPAIR: STREI
EMERGENCY EQUIP REPAIR: STREI
EMERGENCY EQUIP REPAIR: STREI
210832 12/1/2022 014486 VERIZON WIRELESS
10/11-11/10:CELLULAR/BROADBAND:P
D
Amount Paid Check Total

29.00 90.00
120.00
924.00

80.00 36.00

90.00 32.00

49.00 90.00

95.00 42.00

40.00 56.00
1,068.41
1,124.93

70.43 27.18

24.46 193.92
185.20
5,892.50
2,608.51
2,226.01

25.00 125.00

10.00 100.05
166.39
1,177.57
1,329.51
1,144.84
2,033.76
1,244.22
675.03
1,773.00
2,193.34
501.19
5,892.50
4,834.52
150.00

10.00 266.44
6,929.90
675.03
Page:5

apChkLst Final Check List Page: 6
12/01/2022 1:33:21PM CITY OF TEMECULA
Bank: union UNION BANK (Continued)
Check # Date Vendor Description Amount Paid Check Total 210833 12/1/2022 007987 WALMART MISC SUPPLIES: SPECIAL EVENTS: 182.13 TCSD
MISC SUPPLIES: TVM: TCSD 47.56
MISC SUPPLIES: TVM: TCSD 27.18 256.87
210834 12/1/2022 023149 WINCHESTER 12 PARTNERS RELEASE & SETTLEMENT OF CLAIM: 1,000.00 1,000.00

LP RISK
Grand total for UNION BANK: 685,226.08
Page:6

apChkLst Final Check List Page: 7
12/01/2022 1:33:21PM CITY OF TEMECULA
69 checks in this report.

Grand Total All Checks: 685,226.08
Page:7

apChkLst
12/06/2022 5:00:15PM
Final Check List

CITY OF TEMECULA
Bank:
eunion EFT UNION BANK
Check #
Date
Vendor
Description
503570
12/8/2022
009374

ALLEGRO MUSICAL VENTURES
PIANO TUNING/MAINT: THEATER

DBA, ALLEGRO PIANO

SERVICE
503571
12/8/2022
007282

AMAZON CAPITAL SERVICES
MISC OFC SUPPLIES: CITY MGR
INC
MISC BOOKS: RHRTPL: TCSD
MISC OFC SUPPLIES: CITY CLERK
GYM EQUIPMENT: FOC
MISC OFC SUPPLIES: EOC
MISC SUPPLIES: TVM: TCSD
MISC SUPPLIES: TVM: TCSD
REC SUPPLIES: CRC: TCSD
MISC OFC SUPPLIES: FIRE
MISC OFC SUPPLIES: FIRE
MAINT SUPPLIES: STREET MAINT: PW
503572
12/8/2022
013950

AQUA CHILL OF SAN DIEGO
OCT DRINKING WTR SYS MAINT:

HARVESTON
503573
12/8/2022
017149

B G P RECREATION INC

TCSD INSTRUCTOR EARNINGS
503574
12/8/2022
022651

BRAND ASSASSINS
MILITARY BANNER PROGRAM: TCSD
503575
12/8/2022
021588

BRAUN PETER, DBA
DEC PLANTSCAPE SVC: LIBRARY

TEMECULA PLANTSCAPE
DEC PLANTSCAPE SVC: CIVIC CTR
503576
12/8/2022
022518

BRIGHTON HILLACADEMY SLC

TCSD INSTRUCTOR EARNINGS

DBA, THE FIRST TEE OF THE
I.E.
503577
12/8/2022
022670

BROWN, JAMAL DEON, DBA

TCSD INSTRUCTOR EARNINGS

JDB TRAINING
503578 12/8/2022 021502 BUCHER, BRET PHILLIP
503579 12/8/2022 017542 COX, KRISTI LYN
503580 12/8/2022 010650 CRAFTSMEN PLUMBING &

HVAC INC

TCSD INSTRUCTOR EARNINGS

TCSD INSTRUCTOR EARNINGS
PLUMBING REPAIR: STA84: FIRE
Amount Paid
280.00

31.25 20.65

61.95 4,185.69

72.35 433.86
250.82
-136.74

12.42 681.69

68.16 28.55
4,939.20
639.07
200.00
500.00
2,261.00
2,030.00
682.50
735.00
598.50
525.00
864.50
770.00
922.60
1,642.00
Page: 1
Check Total
280.00
5,682.10

28.55 4,939.20
639.07
700.00
2,261.00
4,571.00
1,634.50
922.60
1,642.00
Page:1

apChkLst
12/06/2022
5:00:15PM
Final Check List

CITY OF TEMECULA
Page: 2
Bank:
eunion EFT UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
503581
12/8/2022
003945

DIAMOND ENVIRONMENTAL
RESTROOM RENTALS & MAINT SVCS:
5,020.00
5,020.00
SRVCS
CRC
503582
12/8/2022
004192

DOWNS ENERGY FUEL
FUEL FOR CITY VEHICLES:LAND DEV:
139.97
PW
FUEL FOR CITY VEHICLES: EOC

88.27 FUEL FOR CITY VEHICLES:LAND DEV: P1
116.41
FUEL FOR CITY VEHICLES: POLICE DEP
107.86
FUEL FOR CITY VEHICLES: FIRE DEPT
186.70
FUEL FOR CITY VEHICLES: STREET MAI
1,220.40
FUEL FOR CITY VEHICLES: BLDG INSPE
273.04
FUEL FOR CITY VEHICLES: PARKS: PW
1,879.19
FUEL FOR CITY VEHICLES: CIP: PW
193.14
FUEL FOR CITY VEHICLES: TRAFFIC: PVN
174.97
FUEL FOR CITY VEHICLES: CIP: PW
179.17
FUEL FOR CITY VEHICLES: CODE ENFOI

97.11 FUEL FOR CITY VEHICLES: POLICE DEP

82.08 4,738.31
503583
12/8/2022
012217
DUDEK
CONSULTANT SVCS: CITYWIDE
43,357.50
43,357.50

DRAINAGE PLAN
503584
12/8/2022
004068

ECALDRE MANALILI-DE VILLA,

TCSD INSTRUCTOR EARNINGS
332.50
AILEEN

TCSD INSTRUCTOR EARNINGS
159.60

TCSD INSTRUCTOR EARNINGS
399.00

TCSD INSTRUCTOR EARNINGS
252.70

TCSD INSTRUCTOR EARNINGS
441.00
1,584.80
503585
12/8/2022
020904

ECONOMIC ALTERNATIVES INC
NOV CONDENSER WTR SYS PM: CIVIC
538.67
538.67
CTR
503586
12/8/2022
001937

GALLS LLC
MISC EQUIPMENT: CAP

36.36 36.36
503587
12/8/2022
013076

GAUDETYVONNE M, DBA YES

TCSD INSTRUCTOR EARNINGS
294.00
294.00

YOU CAN DRAW
503588
12/8/2022
021365

GEORGE HILLS COMPANY INC
SUBROGATION RECOVERY FEE: RISK
1,785.41
1,785.41
MGMT
503589
12/8/2022
000177

GLENNIES OFFICE PRODUCTS
MISC OFC SUPPLIES: TCC: FIRE

28.59 INC
MISC OFC SUPPLIES: TCC: FIRE
242.70
271.29
503590
12/8/2022
003792

GRAINGER
MAINT SUPPLIES: STREETS: PW
561.15
561.15
503591
12/8/2022
022530

HINER, DOUGLAS, DOUGLAS
ADULT SOFTBALL OFFICIATING SVCS:
1,386.00
1,386.00

HINER UMPIRING
SPORTS
Paget

apChkLst Final Check List Page: 3
12/06/2022 5:00:15PM CITY OF TEMECULA
Bank:
eunion EFT UNION BANK
(Continued)
Check #
Date
Vendor
Description
503592
12/8/2022
020249
LAUND3R.COM LLC
LAUNDRY SVCS: MPSC: TCSD
503593
12/8/2022
021370

MARK THOMAS AND COMPANY
OCT DSGN CONSULTANT SVCS:

INC

CHERRY ST EXT
503594
12/8/2022
011920

MASTER CONCEPTS LLC, DBA

TCSD INSTRUCTOR EARNINGS

MASTER SPORTS

TCSD INSTRUCTOR EARNINGS

TCSD INSTRUCTOR EARNINGS
503595
12/8/2022
021071

MGT OF AMERICA LLC DBA,
ANML SB 90 CLAIMING

MGT OF AMERICA
SRVCS:FINANCE

CONSULTING
503596
12/8/2022
013443

MIDWEST TAPE LLC
BOOKS ON TAPE: LIBRARY
503597
12/8/2022
004043

MISSION ELECTRIC SUPPLY
FREIGHT: ELECTRICAL PARTS: PD
INC

STOREFRONT
ELECTRICAL SUPPLIES: RRSP: PARKS
ELECTRICAL PARTS: PD STOREFRONT
ELECTRICAL PARTS: PD STOREFRONT
ELECTRICAL SUPPLIES: CIVIC CTR
503598
12/8/2022
004040

MORAMARCO ANTHONY J,
ART ROOM EVENT: TCSD

DBA BIGFOOT GRAPHICS

TCSD INSTRUCTOR EARNINGS
COMMUNITY MURAL PROJ: TCSD
ACTIVITY GUIDE GRAPHIC: TCSD
MURAL PROJ: HOLIDAY WINDOW PAINTI
503599
12/8/2022
002925

NAPAAUTO PARTS
AUTO PARTS: STREET MAINT: PW
MISC AUTO SUPPLIES: STA 95
MISC AUTO PARTS: FIRE STA 95
503600
12/8/2022
022599

NIEVES LANDSCAPE INC
IRRIGATION REPAIRS: VINTAGE HILLS
503601
12/8/2022
014173

NPG INC DBA, GOLDSTAR
ASPHALT REPAIR: MURRIETA CRK

ASPHALT PRODUCTS
TRAIL
503602
12/8/2022
021998

OLD TOWN TIRE AND SERVICE
VEHICLE MAINT: STREET MAINT: PW
INC
VEH REPAIR & MAINTENANCE: TEM SHE
VEHICLE REPAIRS: TEM SHERIFF
503603
12/8/2022
008871

ORIGINAL WATERMEN INC
UNIFORMS: LIFEGUARDS: TCSD
Amount Paid Check Total

88.65 88.65
4,258.50 4,258.50
1,029.00
1,102.50
1,008.00 3,139.50
10,903.00 10,903.00

43.49 43.49
128.35

67.43 1,104.58
534.73
171.61
2,006.70
1,200.00
1,260.00
1,500.00
614.00
500.00
5,074.00
115.23

24.65 314.27
454.15
254.97
254.97
7,141.00
7,141.00
706.74

55.00 793.66 1,555.40
433.13 433.13
Page:3

apChkLst Final Check List Page: 4
12/06/2022 5:00:15PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
503604 12/8/2022 005075 PRUDENTIAL OVERALL
SUPPLY
503605 12/8/2022 022537 REFRIGERATION SUPPLIES,

DISTRIBUTOR
503606
12/8/2022
004274

SAFE AND SECURE

LOCKSMITH SRVC
503607
12/8/2022
009213

SHERRY BERRY MUSIC
503608
12/8/2022
022051

SINGH GROUP INC
503609
12/8/2022
000645

SMARTAND FINAL INC
503610
12/8/2022
014783

SOFTRESOURCES, LLC
503611
12/8/2022
003840

STRONG'S PAINTING
503612
12/8/2022
022895

THE STRING QUEENS LLC
503613
12/8/2022
016311

TIERCE, NICHOLAS
503614
12/8/2022
014866

TWM ROOFING, INC
503615
12/8/2022
007766

UNDERGROUND SERVICE

ALERT, OF SOUTHERN

CALIFORNIA
503616
12/8/2022
018147
WADDLETON, JEFFREY L.
503617
12/8/2022
020275

WALLACE & ASSOC

CONSULTING LLC, ANSER

ADVISORY MNGMT LLC
(Continued)
Description
Amount Paid
Check Total
UNIFORM SVCS: PARKS MAINT: PW

64.91 UNIFORM SVCS: STREET MAINT: PW

46.61 FLOOR MATS/TOWEL RENTALS: FOC

10.28 FLOOR MATS/TOWEL RENTALS: JRC

10.07 FLOOR MATS/TOWEL RENTALS: MPSC

24.52 FLOOR MATS/TOWEL RENTALS: FOC

10.28 FLOOR MATS/TOWEL RENTALS:MPSC

24.52 191.19
MISC HVAC SUPPLIES: AQUATICS

95.64 HVAC SUPPLIES: PD STOREFRONT
216.09
HVAC SUPPLIES: PD STOREFRONT
222.10
533.83
LOCKSMITH SVCS: PARKS: PW

21.21 21.21
JAZZ @ THE MERC 11/17
660.00
660.00

HOMELESS ENCAMPMENT CLEAN-UP
1,813.00
1,813.00
RFRSHMNTS: EVENTS: MPSC: TCSD
471.68
MISC SUPPLIES: SPECIAL EVENTS: TCS

37.14 508.82
Consulting:financial sys upgrade Munis
185.00
185.00

PAINT BASEBALL FIELD SHADE
22,745.00
22,745.00
STRUCTURE:PW
ADV PMT THEATER PERF: FEB 25,
5,580.00
5,580.00
2023
GRAPHIC DESIGN SVCS: THEATER
4,380.00
4,380.00
PREVENTIVE ROOF MAINT: FACILITIES
13,320.00
13,320.00
NOV DIG SAFE BIRD BILLABLE TIX: PW

70.85 70.85
TCSD INSTRUCTOR EARNINGS 434.70 434.70
CONST INSP SVC: CITYWIDE SLURRY 17,538.00
SEAL
OCT CONSTRUCTION MGMT SVCS: PW1 7,068.00 24,606.00
Page:4

apChkLst
12/06/2022 5:00:15PM
Final Check List

CITY OF TEMECULA
Bank: eunion EFT UNION BANK (Continued)
Check # Date Vendor Description
503618 12/8/2022 021131 WARREN BURLEY, DBA 2 GUN BENEFITS VIDEO PRODUCTION: HR

PRODUCTIONS
Amount Paid
9,075.00
Grand total for EFT UNION BANK:

Page: 5
Check Total
9,075.00
202,350.60
Page:5

apChkLst Final Check List Page: 6
12/06/2022 5:00:15PM CITY OF TEMECULA
49 checks in this report.

Grand Total All Checks: 202,350.60
Page6

apChkLst
12/08/2022
1:27:50PM
Final Check List

CITY OF TEMECULA
Page: 1
Bank:
union UNION BANK
Check #
Date
Vendor
Description
Amount Paid
Check Total
210835
12/8/2022
004594
2 HOT UNIFORMS INC
UNIFORMS: TCC: FIRE DEPT
369.13
369.13
210836
12/8/2022
010905

ALLIED TRAFFIC &
LIGHT TOWER RENTALS: TCSD
915.00

EQUIPMENT, RENTALS INC
LIGHT TOWER RENTALS: TCSD
460.00
LIGHT TOWER RENTALS: SANTA PARADI
195.00
1,570.00
210837
12/8/2022
006254

BALLET FOLKLORICO, AKA

TCSD INSTRUCTOR EARNINGS
252.00

LORENA HANCOCK

TCSD INSTRUCTOR EARNINGS
235.20

TCSD INSTRUCTOR EARNINGS
151.20
638.40
210838
12/8/2022
001323

BLUETRITON BRANDS INC,
10/23-11/22 WTR DLVRY SVC: PBSP

63.97 DBA READYREFRESH
10/23-11/22 WTR DLVRY SVC: TES POOL

17.39 10/23-11/22 WTR DLVRY SVCS: HARVEST

14.85 10/23-11/22 WTR DLVRY SVC: SKATE PAF

11.30 107.51
210839
12/8/2022
011421

BRODART CO
BOOK COLLECTIONS: RHRTPL:TCSD
170.18
170.18
210840
12/8/2022
017813

BUXTON COMPANY
SITE SELECTION & RECRUITMENT:
7,500.00
7,500.00

ECO DEV
210841
12/8/2022
005321

CALIF ASSOC OF CODE,
MEMBERSHIP RENEWAL: CODE
100.00

ENFORCEMENT OFFICERS

ENFORCEMENT
MEMBERSHIP RENEWAL: CODE ENFORi
100.00
MEMBERSHIP RENEWAL: CODE ENFOR,
100.00
MEMBERSHIP RENEWAL: CODE ENFOR,
100.00
MEMBERSHIP RENEWAL: CODE ENFOR,
100.00
500.00
210842
12/8/2022
010939

CALIF DEPT OF INDUSTRIAL,
CONSULTING SVCS: RISK MGMT
692.72
692.72

RELATIONS
210843
12/8/2022
004971

CANON FINANCIAL SERVICES
NOV COPIERS LEASE: LIBRARY
671.56
671.56
INC
210844
12/8/2022
021054

CANTRELL, TINA J

TCSD INSTRUCTOR EARNINGS
210.00
210.00
210845
12/8/2022
022930

CCS SAN DIEGO JANITORIAL
ELECTROSTATIC CLEANING SVC:
350.00
350.00

INC, DBACCS FACILITY

CIVIC CENTER

SERVICES
210846
12/8/2022
005417
CINTAS PROTECTION NO 2,
FIRST AID KIT MAINT: RISK MGMT
255.37
CINTAS FIRE 636525
FIRST AID KIT MAINT: RISK MGMT
128.52
FIRST AID KIT MAINT: RISK MGMT

76.85 FIRST AID KIT MAINT: RISK MGMT

50.30 FIRST AID KIT MAINT: RISK MGMT

35.24 FIRST AID KIT MAINT: RISK MGMT

35.24 581.52
Page:1

apChkLst Final Check List Page: 2
12/08/2022 1:27:50PM CITY OF TEMECULA
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
210847
12/8/2022
009905

COMPRISE TECHNOLOGIES
SOFTWARE RENEWAL: LIBRARY
INC
210848
12/8/2022
022961

CORTEZ, NELLY
ADV PMT: ELLAS: 01/01/23
210849
12/8/2022
016098

CULTIVATING GOOD INC, DBA
RFRSHMNTS: WOMEN'S CAREER

E AT MARKETPLACE
CONF:WORKFORCE
210850
12/8/2022
012600

DAVID EVANS AND
ENG SVCS: BIDDING & CONST:

ASSOCIATES INC
PW18-03
210851
12/8/2022
022798

IDS SERVICES OF AMERICA
WATER DELIVERY: CMO

INC, SPARKLETTS
210852
12/8/2022
000165

FEDERAL EXPRESS INC
EXPRESS MAIL SVCS: INFO TECH
210853
12/8/2022
002982

FRANCHISE TAX BOARD

SUPPORT PAYMENT
210854
12/8/2022
022865
EMPLOYEE #00571
REIMB: TEAM PACE
210855
12/8/2022
009608

GOLDEN VALLEY MUSIC
CLASSICS AT THE MERC: NOV 2022

SOCIETY, DBA CA CHAMBER

ORCHESTRA
210856
12/8/2022
019721

GOVCONNECTION INC
ADOBE ACROBAT SFTWR: INFO TECH
210857
12/8/2022
013749

HELIXSTORM INC
PA-440 SIGNAL EQUIPMENT: PW

TRAFFIC
210858
12/8/2022
019691

L C PAVING AND SEALING INC
CNSTRCTN CONTRACT SVCS:

SIDEWALKS: DLR
210859
12/8/2022
000210

LEAGUE OF CALIF CITIES
REGIST: DIVISION MTG: CITY COUNCIL
210860
12/8/2022
004813

M AND J PAUL ENTERPRISES
JUMPER/GAME RENTALS: SPEC

INC, DBA JOLLY JUMPS
EVENTS
210861
12/8/2022
017427

MATCHETT, VIVIAN

TCSD INSTRUCTOR EARNINGS

TCSD INSTRUCTOR EARNINGS
210862
12/8/2022
015959

MEHEULA MUSIC
2ND INSTALLMENT PERF: THEATER
PRODUCTIONS, AKA JAMES L.

FY22/23

MARABOTTO
Amount Paid Check Total
15,559.80 15,559.80
1,750.00 1,750.00
2,928.09 2,928.09
970.00 970.00

86.51 86.51

8.68 8.68

50.00 50.00
200.80
200.80
528.50
528.50
6,171.60
6,171.60
8,815.71
8,815.71
6,221.55
6,221.55

50.00 50.00
595.00
595.00
145.60
145.60
291.20
5,000.00
5,000.00
Paget

apChkLst Final Check List Page: 3
12/08/2022 1:27:50PM CITY OF TEMECULA
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
210863
12/8/2022
003076

MET LIFE INSURANCE

DENTAL PAYMENT

COMPANY
210864
12/8/2022
011649
EMPLOYEE #00432
PUBLIC SAFETY EDUCATION: FIRE
210865
12/8/2022
000209

NUTRIEN AG SOLUTIONS INC
EQUIPMENT REPAIR: TEM SHERIFF
EQUIPMENT REPAIR: TEM SHERIFF
EQUIPMENT REPAIR: FIRE STA 92
210866
12/8/2022
020472

PARKING LOGIX INC
ANNUAL CLOUS ACCESS: PRKG

COUNTERS
210867
12/8/2022
000249

PETTY CASH

PETTY CASH REIMBURSEMENT
210868
12/8/2022
019518

QUICKSERIES PUBLISHING INC
Public Safety Edu Materials
210869
12/8/2022
000907

RANCHO TEMECULA CAR
NOV CAR WASH SVCS: POLICE
WASH
210870
12/8/2022
016869

RIGHTWAY SITE SERVICES INC
PORTABLE RESTROOM RENTALS:

DBA, RIGHTWAY PORTABLE
TCSD
TOILET
210871
12/8/2022
017391

RISE INTERPRETING INC
NOV SIGN LANGUAGE INTERPRETING:

CLASSES
210872
12/8/2022
009980

SANBORN GWYNETH A, CO
COUNTRY LIVE! @ THE MERC 12/03

TEMECULA MUSIC ACADEMY
210873
12/8/2022
017699

SARNOWSKI SHAWNA M
PHOTOGRAPHY SVCS: PROJ CITY

PRESTON

BUILDINGS
PHOTOGRAPHY SVCS: TREE LIGHTING:

PHOTOGRAPHY SVCS: MPSC: TCSD
PHOTOGRAPHY SVCS: MUSEUM: TCSD
210874
12/8/2022
021309

SB&O INC
06/13-11/13 ENG: CITYWIDE SDWLKS,
19-20
210875
12/8/2022
022929

SCP DISTRIBUTORS LLC, DBA
POOL EQUIPMENT: AQUATICS

LINCOLN AQUATICS
210876
12/8/2022
013695
SHRED -IT US JV LLC, DBA:
03/10 DOC SHRED SVCS: CITY FACS

SHRED -IT USA LLC
10/31-11/03 DOC SHRED SVCS: CITY FAC
10/24-11/7 DOC SHRED SVCS: PD
210877
12/8/2022
023092

SILVA, LEAH
THEATER PERF: REVERB TAP CO
01 /07/23
Amount Paid Check Total
13,725.25
13,725.25
845.59
845.59
165.18
106.22

29.63 301.03
2,400.00
2,400.00
200.00
200.00
4,066.95
4,066.95

14.00 14.00
6,958.60
6,958.60
1,120.00
1,120.00
551.25
551.25
1,800.00
325.00
225.00
200.00
2,550.00
596.00
596.00
110.49
110.49
809.16
249.81

46.58 1,105.55
7,000.00
7,000.00
Page:3

apChkLst
12/08/2022
1:27:50PM
Final Check List

CITY OF TEMECULA
Page: 4
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210878
12/8/2022
007341
SOUTH COAST WINERY, INC.

RFRSHMNTS: PROMOTIONAL ITEM:

57.23 57.23

ECO DEV
210879
12/8/2022
000519

SOUTH COUNTY PEST
PEST CONTROL SVCS: TES POOL

59.00 CONTROL INC
PEST CONTROL SVCS: MARG SPLASH F

49.00 PEST CONTROL SVCS: MUSEUM

42.00 150.00
210880
12/8/2022
009379

SOUTHWEST WOMEN'S
CHRISTMAS IN THE AIR 12/4/22
3,245.22
3,245.22
CHORUS
210881
12/8/2022
007762

STANDARD INSURANCE

BASIC LIFE INSURANCE PAYMENT
10,931.25
10,931.25

COMPANY
210882
12/8/2022
012723

STANDARD INSURANCE

VOLUNTARY SUPP LIFE INSURANCE
1,229.38
1,229.38

COMPANY

PAYMENT
210883
12/8/2022
008337

STAPLES BUSINESS CREDIT
MISC OFC SUPPLIES: TCSD
121.05
MISC OFC SUPPLIES: TCSD

83.37 MISC OFC SUPPLIES: TCSD

47.42 251.84
210884
12/8/2022
002015

STAR WAY PRODUCTIONS
VIDEO/AUDIO SVCS: PECHANGA
6,500.00
6,500.00
PUESKA
210885
12/8/2022
008373

SUNBELT RENTALS INC
TOWER/POWER RENTALS: SPEC
15,050.72
EVENTS:TCSD
TOWER/POWER RENTALS: SPEC EVENT
346.21
TOWER/POWER RENTALS: SPEC EVENT
173.10
15,570.03
210886
12/8/2022
001547
TEAMSTERS LOCAL 911

UNION MEMBERSHIP DUES PAYMENT
4,712.96
4,712.96
210887
12/8/2022
021242

TWOS COMPANY INC
WHOLESALE GIFT PRODUCTS: GIFT
158.63
158.63
SHOP:TVM
210888
12/8/2022
023055

VAN OTTERLOO INC
EMERGENCY EQUIP REPAIR:
4,788.29
4,788.29
STREETS:PW
210889
12/8/2022
007987

WALMART
MISC SUPPLIES: AQUATICS: TCSD
166.24
MISC SUPPLIES: THEATER HOSPITALIn
144.05
WORKFORCE PRGMS: SUPPLIES: TCSD
126.47
436.76
Grand total for UNION BANK:
152,164.76
Page:4

apChkLst Final Check List Page: 5
12/08/2022 1:27:50PM CITY OF TEMECULA
55 checks in this report.

Grand Total All Checks: 152,164.76
Page:5

apChkLst Final Check List Page: 1
12/13/2022 2:33:20PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
Description
503619 12/15/2022 007282 AMAZON CAPITAL SERVICES
MISC BOOKS: RHRTPL: TCSD
INC
MISC SUPPLIES: HUMAN SVS: TCSE
MISC OFC SUPPLIES: CITY CLERK
MISC OFC SUPPLIES: CITY CLERK
MISC OFC SUPPLIES: THEATER: TC
MISC OFC SUPPLIES: TVM: TCSD
MISC OFC SUPPLIES: HR
MISC SUPPLIES: SPEC EVENTS: TC
MISC BOOKS: RHRTPL: TCSD
MISC OFC SUPPLIES: FINANCE
MISC BOOKS: RHRTPL: TCSD
PROJECTOR BULB: INFO TECH
MISC OFC SUPPLIES::ECO DEV
MISC OFC SUPPLIES: CITY CLERK
503620 12/15/2022 004240 AMERICAN FORENSIC NURSES
DRUG/ALCOHOL ANALYSIS: TEM
AFN

SHERIFF
JAN STAND BY FEE: POLICE
DRUG/ALCOHOL ANALYSIS: TEM SF
503621 12/15/2022 000936 AMERICAN RED CROSS,
STAFF/LIFEGUARDS CERTS:

HEALTH AND SAFETY SVCS

AQUATICS
503622 12/15/2022 013950 AQUA CHILL OF SAN DIEGO DEC DRINKING WTR SYS MAINT: TCC NOV DRINKING WTR SYS MAINT: JF
503623 12/15/2022 021400 AYERS ELECTRIC INC ELECTRICAL MAINT SVCS: RRSP 503624 12/15/2022 018941 AZTEC LANDSCAPING INC NOV RESTROOM MAINT: PARKS: PW 503625 12/15/2022 017149 B G P RECREATION INC
503626 12/15/2022 011666 B P S TACTICAL INC
503627 12/15/2022 022651 BRAND ASSASSINS
503628 12/15/2022 022670 BROWN, JAMAL DEON, DBA

JDB TRAINING
503629 12/15/2022 022948 BRYANT, ROBERT

TCSD INSTRUCTOR EARNINGS

TCSD INSTRUCTOR EARNINGS
TACTICAL VEST/COVERS: TEM

SHERIFF
PHOTO TILES: CITY COUNCIL
CITYWIDE BANNER MAINT: ECON D
MILITARY BANNER PROGRAM: TCSI

TCSD INSTRUCTOR EARNINGS

TCSD INSTRUCTOR EARNINGS
Amount Paid
Yilc�i
137.61
280.08
130.49
200.08
124.56

33.60 113.40
352.62

85.78 23.11
637.69

26.80 11.85

62.01 1,420.55
248.04
2,117.00

28.28 28.55
1,100.00
9,098.22
1,083.60
1,083.60
1,083.60
630.75
160.38
1,909.05
191.25

98.00 616.00
577.50
Check Total
2,218.04
1,730.60
2,117.00

56.83 1,100.00
9,098.22
3,250.80
630.75
2,260.68

98.00 1.193.50
Page:1

apChkLst Final Check List Page: 2
12/13/2022 2:33:20PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
503630
12/15/2022
021502

BUCHER, BRET PHILLIP

TCSD INSTRUCTOR EARNINGS
1,668.00

TCSD INSTRUCTOR EARNINGS
1,134.00

TCSD INSTRUCTOR EARNINGS
672.00
3,474.00
503631
12/15/2022
004462

CDW LLC, DBACDW
MISC SMALL TOOLS & EQUIP: IT
-1,268.99

GOVERNMENT LLC
MISC SMALL TOOLS & EQUIP: IT
158.02
SFP EQUIPMENT: TRAFFIC: PW
3,099.24
MISC SMALL TOOLS & EQUIP: INFO
234.18
WORKSTATION REPLACEMENT: INF
44,414.75
46,637.20
503632
12/15/2022
022940

CITY DATA SERVICES LLC
OCT-DEC MONTHLY MAINT: HOUSING:
1,740.00
1,740.00
PL
503633
12/15/2022
022790

CLEARSTAR INC
PRE -EMPLOYMENT SCREENINGS: HR
329.55
329.55
503634 12/15/2022
021077 EMPLOYEE #00542
REIMB: SUPPLIES: SPEC EVENTS:

65.03 65.03
TCSD
503635 12/15/2022
003272 DAISYECO INC
PRINTER/PLOTTER SUPPLIES: INFO
895.76
TECH
PRINTER/PLOTTER SUPPLIES: INFC
2,874.04
3,769.80
503636 12/15/2022
020648 DG INVESTMENT HOLDINGS 2
ACCESS CONTROL BOARD: INFO
838.00

INC, CONVERGINT
TECH

TECHNOLOGIES

MAINT & REPAIR OF SECURITY SYS
97,506.00

SURVEILLANCE SYS INSTALLATION
9,748.00
MAINT & REPAIR SECURITY SYS: IN
1,045.23
109,137.23
503637 12/15/2022
003945 DIAMOND ENVIRONMENTAL
PORTABLE RESTROOMS: AULD RD
133.21
133.21
SRVCS
503638 12/15/2022
019720 DIVERSIFIED WATERSCAPES
NOV WTR QUALITY MAINT: DUCK
7,430.00
7,430.00
INC

POND/HARV
503639 12/15/2022
004192 DOWNS ENERGY FUEL
FUEL FOR CITY VEHICLES: STREET
1,330.30
MAINT: PW
FUEL FOR CITY VEHICLES: TRAFFIC
173.84
FUEL FOR CITY VEHICLES: TCSD
408.45
FUEL FOR CITY VEHICLES: STREET
1,242.82
FUEL FOR CITY VEHICLES: FIRE DE
156.35
FUEL FOR CITY VEHICLES: INFO TE

90.64 FUEL FOR CITY VEHICLES: PARKS P
1,190.40
4,592.80
503640 12/15/2022
021412 EIDE BAILLY LLP
FY 21/22 STREET REPORT PREP &
2,800.00
2,800.00
FILING
503641 12/15/2022
018098 ELITE CLAIMS MANAGEMENT
NOV '22 3RD PARTY CLAIM ADMIN:
1,250.00
1,250.00
INC
WRKRS
Paget

apChkLst
12/13/2022
2:33:20PM
Final Check List

CITY OF TEMECULA
Page: 3
Bank: eunion EFT UNION BANK (Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
503642
12/15/2022
002577

ENGINEERING RESOURCES,
ENG SVCS: BIKE TRAIL PGM: PW19-11
12,032.00
12,032.00
OF SOUTHERN CALIF., INC.
503643
12/15/2022
022726

FORENSIC NURSES OF SOCAL
SART EXAMS: TEM SHERIFF
800.00
800.00
INC
503644
12/15/2022
014865

FREIZE UHLER KIMBERLY DBA,
PROMO ITEMS: CITY CLERK
1,250.29
1,250.29

CLEAR BLUE PROMOTIONS
503645
12/15/2022
000177

GLENNIES OFFICE PRODUCTS
MISC OFC SUPPLIES: MEDIC: FIRE

19.55 19.55
INC
503646
12/15/2022
010028

GOFORTH & MARTI, DBA GM
OFFICE CHAIRS: INFO TECH
993.43
993.43

BUSINESS INTERIORS
503647
12/15/2022
003792

GRAINGER
MAINT SUPPLIES: STREETS: PW

13.78 13.78
503648
12/15/2022
010530
1 P C INDUSTRIES INC, DBA:

GOLF CART RENTALS: SPEC EVENTS:
6,997.75
6,997.75

PRESTIGE GOLF CARS
TCSD
503649
12/15/2022
006914

INNOVATIVE DOCUMENT

OCT COPIER
558.39

SOLUTIONS
MAINT/REPAIR/USAGE:CITYWIDE

OCT COPIER MAI NT/REPAI R/U SAGE
4,584.52
PLOTTER & COPIER SUPPLIES: CEI'

44.59 COPIER: CORE TEAM: PD
2,115.51
7,303.01
503650
12/15/2022
019085

INTERPRETERS UNLIMITED
INTERPRETER SVCS: TEM SHERIFF

31.50 31.50
INC
503651
12/15/2022
012883

JACOB'S HOUSE INC

EMPLOYEE CHARITY DONATIONS

40.00 40.00

PAYMENT
503652
12/15/2022
022824
EMPLOYEE #00630
REIMB: TEAM PACE
119.60
119.60
503653
12/15/2022
001282

KNORR SYSTEMS INC
MISC PARTS/SUPPLIES: AQUATICS
866.94
866.94
503654
12/15/2022
000482

LEIGHTON CONSULTING INC
MATUS TESTING SVCS: CRC RENO:
469.95
P W 19-07
GEOLOGIC SEISMIC REVIEW: PA22-
3,831.00
GEOTECH REVIEW: WHITE BARN Ai
3,831.00
8,131.95
503655
12/15/2022
018675

MDG ASSOCIATES INC

OCT LABOR COMPLIANCE SVCS
174.38
174.38
PW20-13
503656
12/15/2022
013443

MIDWEST TAPE LLC
BOOKS ON TAPE: LIBRARY
228.31
228.31
Page:3

apChkLst Final Check List Page: 4
12/13/2022 2:33:20PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK (Continued)
Check # Date
Vendor
Description
503657 12/15/2022
012264 MIRANDA, JULIO C

TCSD INSTRUCTOR EARNINGS

TCSD INSTRUCTOR EARNINGS
503658 12/15/2022
004043 MISSION ELECTRIC SUPPLY
ELECTRICAL SUPPLIES: CIVIC CTR
INC
ELECTRICAL SUPPLIES: CIVIC CTR
ELECTRICAL SUPPLIES: PARKS: PV\
ELECTRICAL SUPPLIES: PARKS: PV\
ELECTRICAL SUPPLIES: PARKS: PV\
503659 12/15/2022
001868 MIYAMOTO JURKOSKY SUSAN,

TCSD INSTRUCTOR EARNINGS

DBA MIYAMOTO MUSIC STUDIO

TCSD INSTRUCTOR EARNINGS
503660 12/15/2022
004040 MORAMARCO ANTHONY J,

TCSD INSTRUCTOR EARNINGS

DBA BIGFOOT GRAPHICS

TCSD INSTRUCTOR EARNINGS
503661 12/15/2022
004490 MUSCO SPORTS LIGHTING LLC
RELAMP OUTAGES: BIRDSALL: PW
PARKS
503662 12/15/2022 002925 NAPAAUTO PARTS
503663 12/15/2022 022599 NIEVES LANDSCAPE INC
503664 12/15/2022 009337 NV5INC
AUTO PARTS: STREET MAINT: PW
AUTO PARTS: STREET MAINT: PW
NOV LDSCP MAINT SVCS: PW PARKS
NOV LDSCP MAINT SVCS: FACILITIE
NOV LDSCP MAINT SVCS: PW MEDI
NOV LDSCP MAINT SVCS: CRC/PAR
NOV LDSCP MAINT SVCS: SLOPES:

OCT PROJECT MGT SVCS: MRC
PW 17-21
503665 12/15/2022 021998 OLD TOWN TIRE AND SERVICE VEHICLE REPAIRS: CODE

INC ENFORCEMENT
VEHICLE REPAIRS: PARKS: PW
VEHICLE REPAIRS: TEM SHERIFF
503666 12/15/2022 020544 PARKHOUSE TIRE SERVICE TIRE SVC: STREET MAINT: PW INC
Amount Paid
1,209.60
138.60
201.60
194.03
166.50
700.18
420.52
168.73
336.00
336.00
1,029.00
1,176.00
4,705.00
381.34

39.15 6,977.00
10,454.50
20,836.90
78,180.30
60,309.58
37, 336.25

89.28 58.34
875.21
244.88
Check Total
1,549.80
1,649.96
672.00
2,205.00
4,705.00
420.49
176, 758.28
37,336.25
1,022.83
244.88
Page:4

apChkLst Final Check List Page: 5
12/13/2022 2:33:20PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
503667 12/15/2022 005075 PRUDENTIAL OVERALL
SUPPLY
503668 12/15/2022 022537 REFRIGERATION SUPPLIES,

DISTRIBUTOR
(Continued)
Description
FLOOR MATS/TOWEL RENTALS:

SENIOR CENTER
UNIFORM SVCS: PW STREET MAIN
FLOOR MATS/TOWEL RENTALS: FO,
UNIFORM SVCS: PW STREET MAIN
FLOOR MATS/TOWEL RENTALS: THI
FLOOR MATS/TOWEL RENTALS: CR
FLOOR MATS./TOWEL RENTALS: JR
UNIFORM SVCS: PW STREET MAIN
FLOOR MATS/TOWEL RENTALS: FOi
FLOOR MATS/TOWEL RENTALS: CR,
FLOOR MATS/TOWEL RENTALS: FO,
FLOOR MATS/TOWEL RENTALS: MU
FLOOR MATS/TOWEL RENTALS: TC(
Floor Mats/Towel Rentals: var facilities
UNIFORM SVCS: STREET MAINT: Pb
FLOOR MATS/TOWEL RENTALS: FOi
UNIFORM SVCS: PARKS MAINT: PW
MISC HVAC SUPPLIES: CRC
503669 12/15/2022 002412 RICHARDS WATSON AND NOV 2022 LEGAL SERVICES

GERSHON
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
NOV 2022 LEGAL SERVICES
503670 12/15/2022 017549 ROSEN AND ROSEN UNIFORMS: PARKS: PW

INDUSTRIES INC, DBA RAND R

INDUSTRIES
503671 12/15/2022 004274 SAFE AND SECURE LOCKSMITH SVCS: PARKS: PW

LOCKSMITH SRVC
LOCKSMITH SVCS: PARKS: PW
503672 12/15/2022 009213 SHERRY BERRY MUSIC JAZZ @ THE MERC 12/1/22 503673 12/15/2022 013482 SILVERMAN ENTERPRISES SECURITY AT SPECIAL EVENTS:TCSD

INC, DBA BAS SECURITY
11/14- 12/4 SECURITY: ROTATING P/
Amount Paid Check Total

23.15 44.18

9.70 44.18

9.10 29.51

8.28 44.18

9.70 29.51

9.70 11.37

12.96 8.28

44.18 10.28

64.91 422.77
276.00
1,767.47
147.50
5,370.92
177.00
4,753.64
253.00
13,039.71
1,087.00
796.50
413.00

1.159.58

22.83 42.73
483.00
1,135.60
3,567.00
413.17
422.77
28, 081.74

1.159.58

65.56 483.00
4,702.60
Page:5

apChkLst Final Check List Page: 6
12/13/2022 2:33:20PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
(Continued)
Description
503674
12/15/2022
003840

STRONG'S PAINTING

PREP & PAINT RESTROOMS AT PBSP
PARKS
503675
12/15/2022
000668

TIMMY D PRODUCTIONS INC
DJ/MC SOUND SVCS: SANTA PARADE
503676
12/15/2022
021603

TITAN RENTALS GROUP INC,
RENTALS: SPECIAL EVENTS: TCSD

TITAN TENT & EVENT RENTAL
503677
12/15/2022
021549
EMPLOYEE #00534
REIMB: TEAM PACE
503678
12/15/2022
008977

VALLEY EVENTS INC
RENTALS: TREE LIGHTING: TCSD
503679 12/15/2022 009101 VISION ONE INC, DBA

ACCESSO
503680 12/15/2022 018147 WADDLETON, JEFFREY L.
503681 12/15/2022 014315 EMPLOYEE #00473

NOV SHOWARE TICKETING SVCS

THEATER
DJ/MC SOUND SVCS: SANTA PARADE
DJ/MC SVCS: HIGH HOPES EVENTS
DJ/MC SVCS: NAT'L PREP FAIR: TCE
DJ/MC SVCS: HIGH HOPES: TCSD
DJ/MC SVCS: SPECIAL EVENTS: TC:

REIMB: LODGING: HOMELESS CLIENT
Amount Paid
3,000.00
6,635.00
658.82
499.15
400.00
4,675.00
1,125.00
525.00
700.00
525.00
525.00

72.66 Check Total

3.000.00
6,635.00
658.82
499.15
400.00
4,675.00
3,400.00

72.66 Grand total for EFT UNION BANK: 525,349.27
Page.-6

apChkLst Final Check List Page: 7
12/13/2022 2:33:20PM CITY OF TEMECULA
63 checks in this report.

Grand Total All Checks: 525,349.27
Page:7

apChkLst
12/15/2022
1:47:12PM
Final Check List

CITY OF TEMECULA
Page: 1
Bank: union UNION BANK
Check #
Date
Vendor
Description
Amount Paid
Check Total
14467
10/20/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS: 32131 SOUTH

52.96 52.96
DIST

LOOP RD
14468
10/20/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS: 31991 RORIPAUGH
108.06
108.06
DIST
VALLEY
14469
10/20/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS: 39656 DIEGO DR
129.92
129.92
DIST
14470
10/20/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS: 32131 SOUTH
145.12
145.12
DIST

LOOP RD
14472
10/20/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS: 32131 SOUTH
2O3.86
203.86
DIST

LOOP RD
14473
10/20/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS: 31991 RORIPAUGH
1,924.24
1,924.24
DIST

VALLEY R
14474
10/20/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS: 0 SOMMERS BEND
7,064.90
7,064.90
DIST
14475
10/24/2022
002390

EASTERN MUNICIPAL WATER

SEP WATER SVCS MURRIETA HOT

55.47 55.47
DIST

SPRINGS RD
14476
10/24/2022
002390

EASTERN MUNICIPAL WATER

SEP WATER SVCS MURRIETA HOT
275.73
275.73
DIST

SPRINGS RD
14477
10/24/2022
002390

EASTERN MUNICIPAL WATER
SEP WATER SVCS 39569 SERAPHINA
440.66
440.66
DIST
RD
14521
12/6/2022
000246

PERS (EMPLOYEES'

PERS RETIREMENT PAYMENT
140,689.98
140,689.98

RETIREMENT)
14526
10/28/2022
010276

TIME WARNER CABLE
OCT INTERNET SVCS: 32380 DEER
934.94
934.94

HOLLOW WY
14527
10/27/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: SKATE PARK/SR
190.14
190.14
CTR
14528
11/3/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: STA 73
171.84
171.84
14529
11/3/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: LIBRARY
249.99
249.99
14530
11/1/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: CITY HALL

81.09 81.09
Page:1

apChkLst
Final Check List
Page: 2
12/15/2022
1:47:12PM

CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
14531
11/1/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: CITY HALL

85.06 85.06
14532
11/1/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: SENIOR
150.98
150.98
CENTER
14533
11/1/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: COMMUNITY
151.86
151.86
CTR
14534
11/1/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: CITY HALL
284.01
284.01
14535
11/1/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: CITY HALL
2,229.47
2,229.47
14536
11/1/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: CITY HALL
5,300.01
5,300.01
14537
11/2/2022
010276

TIME WARNER CABLE
OCT INTERNET SVCS: 29119
1,200.00
1,200.00

MARGARITA
14538
10/31/2022
010276

TIME WARNER CABLE
OCT INTERNET SVCS: 28922 PUJOL ST
600.91
600.91
14541
11/16/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: EOC
165.72
165.72
14542
11/25/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: DMV LINE
105.98
105.98
14543
11/23/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: CHILDREN'S
130.98
130.98
MUSEUM
14544
11/10/2022
018858

FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: THEATER
201.15
201.15
14545
12/1/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: CITY HALL

87.53 87.53
14546
12/1/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: CITY HALL

91.50 91.50
14547
12/1/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: COMMUNITY
151.86
151.86
CENTER
14548
12/1/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: SENIOR
209.14
209.14
CENTER
14549
12/1/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: CITY HALL
290.51
290.51
Paget

apChkLst
12/15/2022
1:47:12PM
Final Check List

CITY OF TEMECULA
Page: 3
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
14551
12/1/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: CITY HALL
5,411.21
5,411.21
14552
11/29/2022
018858

FRONTIER CALIFORNIA INC
NOV INTERNET SVCS: SKATE PARK &
196.58
196.58
SENIOR
14557
11/28/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 41000 MAIN ST

54.79 54.79
14558
11/28/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 42569
790.00
790.00

MARGARITA
14559
11/29/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 41845 6TH ST
600.91
600.91
14560
11/29/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 28922 PUJOL ST
600.91
600.91
14561
11/16/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 41000 MAIN ST
1,095.68
1,095.68
14562
11/25/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 30875 RANCHO
790.00
790.00
VISTA
14563
11/25/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 32380 DEER
790.00
790.00

HOLLOW WY
14564
11/18/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 28816 PUJOL ST
600.91
600.91
14565
11/15/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 40820

5.34 5.34

WINCHESTER
14566
11/23/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 30600 PAUBA
623.62
623.62
RD
14567
11/4/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: OTA: 32364
119.99
119.99

OVERLAND
14568
11/4/2022
010276

TIME WARNER CABLE
NOV INTERNET SVCS: 28300
600.91
600.91

MERCEDES
14569
11/7/2022
001212

SO CALIF GAS COMPANY
OCT 125-244-2108-3: 30600 PAUBA RD

72.88 72.88
14570
11/7/2022
001212

SO CALIF GAS COMPANY
OCT 095-167-7907-2: 30650 PAUBA RD
141.24
141.24
14571
11/14/2022
001212

SO CALIF GAS COMPANY
OCT 117-188-6393-6: 32131 S LOOP
112.22
112.22
Page:3

apChkLst
12/15/2022
1:47:12PM
Final Check List

CITY OF TEMECULA
Page: 4
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
14572
11/10/2022
001212

SO CALIF GAS COMPANY
OCT 101-525-1560-6: 27415
116.65
116.65

ENTERPRISE
14574
12/8/2022
010349

CALIF DEPT OF CHILD

SUPPORT PAYMENT
138.92
138.92

SUPPORT
14575
12/8/2022
017429

COBRAADVANTAGE INC, DBA

CHILD CARE REIMBURSEMENT FSA
23,572.33
23,572.33

THE ADVANTAGE GROUP

PAYMENT
14576
12/8/2022
021301

I C M A RETIREMENT -PLAN
ICMA- 401(A) RETIREMENT PLAN
384.62
384.62
106474

PAYMENT
14577
12/8/2022
000194

I C M A RETIREMENT -PLAN
ICMA-RC RETIREMENT TRUST 457
17,602.15
17,602.15
303355

PAYMENT
14578
12/8/2022
000444

INSTATAX (EDD)

STATE TAX PAYMENT
42,147.46
42,147.46
14579
12/8/2022
000283

INSTATAX (IRS)

FEDERAL TAX PAYMENT
124,420.00
124,420.00
14580
12/8/2022
001065

NATIONWIDE RETIREMENT

NATIONWIDE RETIREMENT PAYMENT
13,499.21
13,499.21

SOLUTION
14581
12/8/2022
019088

NATIONWIDE RETIREMENT

NATIONWIDE LOAN REPAYMENT
427.79
427.79

SOLUTION

PAYMENT
14582
12/8/2022
000389

NATIONWIDE RETIREMENT

OBRA- PROJECT RETIREMENT
3,557.80
3,557.80

SOLUTION

PAYMENT
14583
12/7/2022
000245

PERS - HEALTH INSUR

PERS HEALTH PAYMENT

0.00 PREMIUM

PERS HEALTH PAYMENT
163,861.19
163,861.19
14585
12/7/2022
017432

EYEMED VISION CARE

VISION PLAN PAYMENT
1,876.42
1,876.42
210890
12/15/2022
001517

AETNA BEHAVIORAL HEALTH
DEC EMPLOYEE ASSISTANCE PRGM:
1,333.20
1,333.20

LLC, DBA AETNA RESOURCES
HR
210891
12/15/2022
006915

ALLIES PARTY EQUIPMENT,
LINENS RENTAL: RECOGNITION: CITY
370.67
370.67

RENTAL INC
MGR
210892
12/15/2022
000101

APPLE ONE INC
NOV TEMP HELP: FIRE DEPT
2,752.32
NOV TEMP HELP: COMM DEV
2,227.68
4,980.00
210893
12/15/2022
001323

BLUETRITON BRANDS INC,
9/23-10/22 WTR DLVRY SVC: TES POOL

28.69 28.69

DBA READYREFRESH
Page:4

apChkLst
Final Check List
Page: 5
12/15/2022
1:47:12PM

CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210894
12/15/2022
003138

CAL MAT, DBA VULCAN
ASPHALT SUPPLIES: STREET MAINT:
638.23

MATERIALS CO
PW
ASPHALT SUPPLIES: STREET MAIN-
206.80
845.03
210895
12/15/2022
010939

CALIF DEPT OF INDUSTRIAL,
157047 ELEVATOR INSP:28690
225.00

RELATIONS

MERCEDES
157049 ELEVATOR INSP: PARKING C
225.00
157048 ELEVATOR INSP:28690 MER(
225.00
675.00
210896
12/15/2022
009640

CERTIFION CORP DBA
NOV ONLINE DATABASE SUBSCR:
203.50
203.50

ENTERSECT
POLICE
210897
12/15/2022
017429

COBRAADVANTAGE INC, DBA
NOV FSA/COBRA ADMIN FEES: HR
639.70
639.70

THE ADVANTAGE GROUP
210898
12/15/2022
013379

COSSOU, CELINE

TCSD INSTRUCTOR EARNINGS
350.00
350.00
210899
12/15/2022
001264
COSTCO TEMECULA 491
SPECIAL EVENT SUPPLIES: PREV:
130.57
FIRE
SPECIAL EVENT SUPPLIES: PREV: F
330.43
SPECIAL EVENT SUPPLIES: PREV: F
552.33
1,013.33
210900
12/15/2022
004329
COSTCO TEMECULA 491
EVENT SUPPLIES: MPSC/HUMAN
634.30

SVCS PGM
Misc Supplies for Special Events: TCS
264.78
899.08
210901
12/15/2022
013109
EMPLOYEE #00347
REIMB: TEAM PACE
250.00
250.00
210902
12/15/2022
021859

EXP US SERVICES INC
CONSULTANT SVCS: SANTA
11,666.21
11,666.21

GERTRUDIS CRK TRA
210903
12/15/2022
000165

FEDERAL EXPRESS INC
EXPRESS MAIL SVCS: CITY CLERK

33.34 33.34
210904
12/15/2022
022832

GEOTAB USA INC
VEHICLE TELEMATICS: CITY FLEET
1,501.00
1,501.00
210905
12/15/2022
009608

GOLDEN VALLEY MUSIC
ENTERTAINMENT: CLASSICS AT THE
7,600.00
7,600.00

SOCIETY, DBA CA CHAMBER
MERC

ORCHESTRA
210906
12/15/2022
000186

HANKS HARDWARE INC
MISC MAINT SUPPLIES: FOC
131.48
MISC MAINT SUPPLIES: OLD TOWN
381.53
MISC MAINT SUPPLIES: THEATER
277.31
MISC MAINT SUPPLIES: LIBRARY

2.49 MISC MAINT SUPPLIES: CHILDREN':
174.89
967.70
210907
12/15/2022
001013

HINDERLITER DE LLAMAS &
QTR 2/2022 MEASURE S SALES TAX
35,103.10
ASSOC
AUDIT

OCT-DEC SALES TAX & RECOVERY
9,423.58
44,526.68
210908
12/15/2022
022946
EMPLOYEE #07115
REIMB: TEAM PACE: HR
250.00
250.00
Page:5

apChkLst
12/15/2022
1:47:12PM
Final Check List

CITY OF TEMECULA
Page: 6
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210909
12/15/2022
003198

HOME DEPOT
SHELTER SHELVING EQUIPMENT: EOC
-1,300.65
SUPPLIES: SHELVING: ECO
514.21
SHELTER SHELVING EQUIPMENT: E
1,984.27
1,197.83
210910
12/15/2022
022017

JETE'S PRODUCTS LLC
TIX SALES: NUTCRACKER 12/1-12/4
3,813.46
3,813.46
210911
12/15/2022
021896

JP HANDMADE CORP, DBA
BUSINESS CARDS: FIRE DEPT

92.44 92.44

MINUTEMAN PRESS
210912
12/15/2022
022993
EMPLOYEE #00626
REIMB: UNIFORMS: BLDG & SAFETY

95.00 95.00
210913
12/15/2022
001091

KEYSER MARSTON
ON CALL CONSULTANT SVCS:
5,427.50
5,427.50

ASSOCIATES INC

PLANNING
210914
12/15/2022
017118

KRACH BREE B, DBA
RECOGNITION: TCC: AWARDS: EOC
VOID

TEMECULA TROPHY & DES
ENGRAVING SVCS: CITY COUNCIL
VOID
NAME BADGES: ECO DEV
VOID
VOID
210915
12/15/2022
022747

LAMB GREG, WOOD FIRE
RFRSHMNTS: EMPLOYEE OF THE QTR
5,139.00
5,139.00

PIZZA WAGON
EVENT
210916
12/15/2022
003782

MAIN STREET SIGNS, DBA
SIGNS & SUPPLIES: STREETS: PW

42.99 ATHACO INC
SIGNS & SUPPLIES: STREETS: PW
7,297.10
SIGNS & SUPPLIES: STREETS: PW
2,148.48
9,488.57
210917
12/15/2022
011956
EMPLOYEE #00438
REIMB: TEAM PACE
260.98
260.98
210918
12/15/2022
022963
EMPLOYEE #00595
REIMB: TEAM PACE
227.37
227.37
210919
12/15/2022
023142

MONSIDO LLC
WEBSITE SCANNING SOFTWARE:
2,150.00
2,150.00

INFO TECH
210920
12/15/2022
006140
NORTH JEFFERSON BUSINESS JAN-MAR'23 ASSN DUES 3561 #20 FV 722.04
PARK
JAN-MAR'23 ASSN DUES 3561 #19 F
694.58
JAN-MAR'23 ASSN DUES 3561 #17 F
531.43
JAN-MAR'23 ASSN DUES 3561 #16 F
571.82
2,519.87
210921
12/15/2022
021515
EMPLOYEE #00587
REIMB: TEAM PACE
237.88
237.88
210922
12/15/2022
020544

PARKHOUSE TIRE SERVICE
TIRE SVC: STREET MAINT: PW
443.53
443.53
INC
210923
12/15/2022
021458

PENFOLD'S CAFE INC, DBA
RFRSHMNTS: DEC EVENTS: MPSC
432.83
432.83

PENFOLD'S CAFE
Page:6

apChkLst
Final Check List
Page: 7
12/15/2022
1:47:12PM

CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210924
12/15/2022
017720

PERPETUAL PARKS &
SWING HARDWARE: RRSP: PARKS
150.00
150.00

PLAYGROUNDS
210925
12/15/2022
000249

PETTY CASH

PETTY CASH REIMBURSEMENT
850.25
850.25
210926
12/15/2022
000254

PRESS ENTERPRISE
ONLINE SUBSCRIPTION: PW
709.60
709.60

COMPANY INC
210927
12/15/2022
011952

RAID HATTER, THE, AKA
RAD HATTER: SPECIAL EVENTS: TCSD
1,380.00
1,380.00

ANTONIO MELENDEZ
210928
12/15/2022
012984

ROTARY CLUB OF OLD TOWN
POINSETTIAS: CITY MGR
630.00
630.00
210929
12/15/2022
017699

SARNOWSKI SHAWNA M
PHOTOGRAPHY SVCS: PUESKA MTN
675.00

PRESTON
DAY
PHOTOGRAPHY SVCS: CNCL MEMB
225.00
900.00
210930
12/15/2022
021309

SB&O INC
ADATRANSITION PLAN: PW18-16: CIP
2,896.00
2,896.00
210931
12/15/2022
000519

SOUTH COUNTY PEST
PEST CONTROL SVCS:
123.00

CONTROL INC

TCC/PANTRY/SAFE
PEST CONTROL SVCS: MUSEUM

42.00 PEST CONTROL SVCS: WEDDING C

32.00 PEST CONTROL SVCS: RRSP
188.00
PEST CONTROL SVCS: CRC

90.00 PEST CONTROL SVCS: STA 12

74.00 549.00
210932
12/15/2022
013935

SOUTHERN CALIFORNIA
UTILITY RELOCATION: I-15/FV PKWY
969,664.49
969,664.49

EDISON CO

IMPROVM
210933
12/15/2022
013331

STUDENT OF THE MONTH
CC DISCRETIONARY FUNDS: ME
1,500.00
1,500.00

PRGM, INC
210934
12/15/2022
009061

STURDIVANT, ANGELA P

TCSD INSTRUCTOR EARNINGS
367.50
367.50
210935
12/15/2022
008373

SUNBELT RENTALS INC
TOWER/POWER RENTALS: SPEC
198.53
198.53
EVENTS:TCSD
210936
12/15/2022
000515

TEMECULA VALLEY CHAMBER
TVCC SPONSORSHIP FUNDS: ECON
50,000.00
50,000.00

OF, COMMERCE
DEV
210937
12/15/2022
005970

TEMECULA VALLEY
STTLMNT: ACHRISTMAS CAROL:
41,801.72
41,801.72

PLAYHOUSE, DBA TEMECULA
12/1-12/11

VLY PLAYERS
210938
12/15/2022
021031
EMPLOYEE #00563
REIMB: MILEAGE: TRAINING
165.88
165.88
Page:7

apChkLst Final Check List Page: 8
12/15/2022 1:47:12PM CITY OF TEMECULA
Bank: union UNION BANK
Check # Date Vendor
210939 12/15/2022 007987 WALMART
(Continued)
Description
MISC SUPPLIES: CRC: TCSD
Amount Paid
323.61
Grand total for UNION BANK:

Void Check 210914
Revised Grand total for UNION BANK
Check Total
323.61
1, 750, 397.11
283.94

1.750.113.27
Page:8

apChkLst Final Check List Page: 9
12/15/2022 1:47:12PM CITY OF TEMECULA
112 checks in this report.

Grand Total All Checks: 1,750,397.11
Page:9

apChkLst Final Check List Page: 1
12/21/2022 5:02:42PM CITY OF TEMECULA
Bank:
union UNION BANK
Check #
Date
Vendor
Description
211007
12/21/2022
000161

TYLER TECHNOLOGIES, INC
CITY PUBLIC MOBILE APP: INFO TECH
MUNIS MIGRATION SVCS: FINANCE
211008
12/21/2022
014850

VALLEY PRINTING SERVICES,
PRINTING SVCS: CITY COUNCIL
INC.
211009
12/21/2022
001890

VORTEX INDUSTRIES INC
BAY DOOR REPAIR: FIRE STA 84
211010
12/21/2022
007987

WALMART
MISC SUPPLIES: AQUAITICS: TCSD
211011
12/21/2022
000339

WEST PUBLISHING
NOV CLEAR SUBSCRIPTION: TEM

CORPORATION,

SHERIFF
DBA:THOMSON REUTERS
Amount Paid Check Total
6,945.75
1,950.79
1,013.55
1,025.90
166.24

1.053.45
211012
12/21/2022
021148

WEX BANK
11/07-12/06 FUEL USAGE: POLICE
2,550.86
211013
12/21/2022
000341

WILLDAN ASSOCIATES INC
TRAFFIC ENGINEERING SVCS:
612.50
211014
12/21/2022
013938
WOODSIDE 05S, LP
211015
12/21/2022
013938
WOODSIDE O5S, LP
TRAFFIC: PW
BOND REL INSPECTION LD-000244008 50,000.00
BOND REL INSPECTION LD-000244009 50,000.00
Grand total for UNION BANK:
8,896.54
1,013.55
1,025.90
166.24
1,053.45
2,550.86
612.50
50,000.00
50,000.00
115,319.04
Page:1

apChkLst Final Check List Page: 2
12/21/2022 5:02:42PM CITY OF TEMECULA
9 checks in this report.

Grand Total All Checks: 115,319.04
Paget

apChkLst Final Check List Page: 1
12/20/2022 4:35:33PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor Description
503682 12/22/2022 009374 ALLEGRO MUSICAL VENTURES PIANO TUNING/MAINT: THEATER

DBA, ALLEGRO PIANO

SERVICE
503683 12/22/2022 007282 AMAZON CAPITAL SERVICES
MISC SUPPLIES: SPORTS: TCSD
INC
MISC SUPPLIES: EXPLORERS: FIRE
MISC SUPPLIES: CHIEF/BC: FIRE
RFRSHMNTS: CONF ROOM: HR
REC SUPPLIES: CRC: TCSD
MISC SUPPLIES: EXPLORERS: FIRE
MISC OFC SUPPLIES: TEM SHERIFF
MISC OFC SUPPLIES: CITY MGR
MISC OFC SUPPLIES: FIRE
MISC BOOKS: RHRTPL: TCSD
MISC OFC SUPPLIES: FINANCE
MISC OFC SUPPLIES: HR
MISC OFC SUPPLIES: TVM: TCSD
MISC OFC SUPPLIES: CITY CLERK
503684 12/22/2022 004240 AMERICAN FORENSIC NURSES
DRUG/ALCOHOL ANALYSIS: TEM
AFN

SHERIFF
503685 12/22/2022 020691 ANN M HOWELL, DBAANN MILITARY BANNER PROGRAM: TCSD

HOWELL DESIGN
503686 12/22/2022 013950 AQUA CHILL OF SAN DIEGO
503687 12/22/2022 021400 AYERS ELECTRIC INC
503688 12/22/2022 017149 B G P RECREATION INC
503689 12/22/2022 018408 BOB CALLAHAN'S POOL

SERVICE
DEC DRINKING WTR SYS MAINT: CIVIC
CTR
DEC DRINKING WTR SYS MAINT: SF
NOV DRINKING WTR SYS MAINT: A(
NOV DRINKING WTR SYS MAINT: Al
DEC DRINKING WTR SYS MAINT: S3
DEC DRINKING WTR SYS MAINT: MI
NOV DRINKING WTR SYS MAINT: T\
DEC DRINKING WTR SYS MAINT: LII
DEC DRINKING WTR SYS MAINT: TI-
DEC DRINKING WTR SYS MAINT: W
DEC DRINKING WTR SYS MAINT: JF
DEC DRINKING WTR SYS MAINT: H/
ELECTRICAL WORK: DUCK POND
ELECTRICAL MAINT SVCS: WOLF CI

TCSD INSTRUCTOR EARNINGS

TCSD INSTRUCTOR EARNINGS
DEC POOL MAINT: CRC & TES POOL
DEC POOL MAINT: OLD TOWN FOUP
Amount Paid Check Total
280.00
1,937.88
745.92
289.95
190.29
170.05
159.84

96.96 94.37

44.12 41.85

29.57 26.90

20.64 -130.49
377.83
191.25
213.97

69.60 68.96

62.53 62.53

35.89 28.55

28.55 28.55

28.28 1,150.00
200.00
1,999.20
1,881.60
1,100.00
950.00
280.00
3,717.85
377.83
191.25
684.51
1,350.00
3,880.80
2,050.00
Page:1

apChkLst Final Check List Page: 2
12/20/2022 4:35:33PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
(Continued)
Check # Date
Vendor
Description
Amount Paid
Check Total
503690 12/22/2022
022651 BRAND ASSASSINS

OLD TOWN TEM WAYFINDING
13,750.00

SIGNAGE
GROUNDBREAKING SIGNAGE: ECO
2,718.75
CREDIT: PAID INCORRECT VENDOR
-191.25
16,277.50
503691 12/22/2022
022948 BRYANT, ROBERT

TCSD INSTRUCTOR EARNINGS
1,255.80

TCSD INSTRUCTOR EARNINGS
772.80

TCSD INSTRUCTOR EARNINGS
420.00

TCSD INSTRUCTOR EARNINGS
386.40

TCSD INSTRUCTOR EARNINGS
367.50
3,202.50
503692 12/22/2022
004462 CDW LLC, DBACDW
WIRELESS ACCESS POINTS:
2,745.40

GOVERNMENT LLC

SOMMERS BEND
MISC SMALL TOOLS & EQUIP: IT
943.53
WIRELESS ACCESS POINTS: SOMM
815.39
MISC SMALL TOOLS & EQUIP: INFO
616.26
MISC SMALL TOOLS & EQUIP: IT
473.81
MISC SMALL TOOLS & EQUIP: IT

85.36 5,679.75
503693 12/22/2022
000442 COMPUTER ALERT SYSTEMS
OCT-DEC ALARM SYS MONITORING:
225.00

SPORTS FIR

JAN-MAR ALARM SYS MONITORING
225.00

OCT-DEC ALARM SYS MONITORING
120.00

JAN-MAR ALARM SYS MONITORING
120.00

JAN-MAR ALARM SYS MONITORING
120.00
930.00
503694 12/22/2022
010461 DEMCO INC
MISC SUPPLIES: RHRTPL: TCSD

87.26 87.26
503695 12/22/2022 003945 DIAMOND ENVIRONMENTAL
PORTABLE RESTROOMS: RANCHO
5,020.00
SRVCS

VISTA RD
PORTABLE RESTROOMS: VAIL RANI
165.88
PORTABLE RESTROOMS: LA SEREI`
110.88
PORTABLE RESTROOMS: LONG CAI
110.88
PORTABLE RESTROOMS: RIVERTOI
110.88
5,518.52
503696 12/22/2022 004192 DOWNS ENERGY FUEL
FUEL FOR CITY VEHICLES: PARKS
1,690.65
MAINT: PW
FUEL FOR CITY VEHICLES: STREET
1,193.77
FUEL FOR CITY VEHICLES: TRAFFIC
331.52
FUEL FOR CITY VEHICLES: TCSD
244.10
FUEL FOR CITY VEHICLES: CIP: PW
211.77
FUEL FOR CITY VEHICLES: POLICE
135.54
3,807.35
503697 12/22/2022 012217 DUDEK
CONSULTANT SVCS: CITYWIDE
11,035.00

DRAINAGE PLAN
NOV URBAN FOREST MGMT PLAN 8
577.50
11,612.50
Paget

apChkLst Final Check List Page: 3
12/20/2022 4:35:33PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
503698
12/22/2022
004068

ECALDRE MANALILI-DE VILLA,

TCSD INSTRUCTOR EARNINGS
441.00
AILEEN

TCSD INSTRUCTOR EARNINGS
399.00

TCSD INSTRUCTOR EARNINGS
332.50

TCSD INSTRUCTOR EARNINGS
252.70

TCSD INSTRUCTOR EARNINGS
159.60
1,584.80
503699
12/22/2022
002577

ENGINEERING RESOURCES,
ENG SVCS: BIKE TRAIL PRGM:
5,339.00
5,339.00
OF SOUTHERN CALIF., INC.

PW19-11
503700
12/22/2022
020921
EMPLOYEE #00539
REIMB: EMPLOYEE WELLNESS
100.00
100.00
503701
12/22/2022
022726

FORENSIC NURSES OF SOCAL
SART EXAMS: TEM SHERIFF
800.00
INC
SART EXAMS: TEM SHERIFF
800.00
1,600.00
503702
12/22/2022
003792

GRAINGER
MISC MAINT SUPPLIES: STREETS: PW
151.56
151.56
503703
12/22/2022
006250

HAZ MAT TRANS INC
HAZ MAT SERVICES: ABANDONED
2,595.88
2,595.88
WASTE
503704
12/22/2022
001135

HEALTHPOINTE MEDICAL
MEDICAL SCREENINGS: HR
315.00
GROUP INC, DBA: FIRST CARE

INDUSTRIA
MEDICAL SCREENINGS: HR
195.00
510.00
503705
12/22/2022
022847
EMPLOYEE #00612
REIMB: CAL CITIES MUNICIPAL FIN
1,178.27
1,178.27
CONF
503706
12/22/2022
000482

LEIGHTON CONSULTING INC

GEOTECH & MATERIALS TESTING
1,284.30
1,284.30
SVS: PW18-11
503707
12/22/2022
022664

MARIPOSA TREE
ANNUAL TREE TRIMMING: ROW:
7,989.98

MANAGEMENT INC
PARKS
ANNUAL TREE TRIMMING: TCC: PAF
2,121.00
ANNUAL TREE TRIMMING: MEDIAN
1,086.52
TREE SVCS: F-17 ELM PRUNING: PP
1,010.00
ANNUAL TREE TRIMMING: ROW: PA
755.84
12,963.34
503708
12/22/2022
020907

MICHELLE MEDINA, DBA

TCSD INSTRUCTOR EARNINGS
1,309.00

MICHELLE Q MEDINA

TCSD INSTRUCTOR EARNINGS
1,270.50
2,579.50
503709
12/22/2022
004951

MIKE'S PRECISION WELDING
WELDING SVCS: WELCOME CTR: PW
1,440.00
1,440.00
INC
503710
12/22/2022
004040

MORAMARCO ANTHONY J,
BUILDING SIGNAGE: TCSD
1,300.00
1,300.00

DBA BIGFOOT GRAPHICS
503711
12/22/2022
019019

MUSIC CONNECTION LLC
SPEAKEASY @ THE MERC 12.10
758.80
758.80
Page:3

apChkLst Final Check List Page: 4
12/20/2022 4:35:33PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
503712 12/22/2022 022599 NIEVES LANDSCAPE INC
(Continued)
Description Amount Paid
NOV LDSCP MAINT SVCS: PARKS: PW 57,628.50
Check Total

57.628.50
503713 12/22/2022 005075

PRUDENTIAL OVERALL
UNIFORM SVCS: PARKS MAINT: PW

97.39 SUPPLY
FLOOR MATS/TOWEL RENTALS: FO,

10.28 107.67
503714 12/22/2022 002412

RICHARDS WATSON AND
NOV 2022 LEGAL SERVICES
23,532.14

GERSHON
NOV 2022 LEGAL SERVICES
5,007.50
NOV 2022 LEGAL SERVICES
4,709.00
NOV 2022 LEGAL SERVICES
4,454.25
NOV 2022 LEGAL SERVICES
2,725.21
NOV 2022 LEGAL SERVICES
1,914.50
NOV 2022 LEGAL SERVICES
1,901.50
NOV 2022 LEGAL SERVICES
1,093.46
NOV 2022 LEGAL SERVICES
324.50
NOV 2022 LEGAL SERVICES
155.00
NOV 2022 LEGAL SERVICES
132.50
NOV 2022 LEGAL SERVICES

53.00 NOV 2022 LEGAL SERVICES

29.50 NOV 2022 LEGAL SERVICES

26.50 46,058.56
503715 12/22/2022 009213

SHERRY BERRY MUSIC
JAZZ @ THE MERC 12/08/22
371.00
371.00
503716 12/22/2022 017415

TK ELEVATOR CORPORATION
OCT-DEC ELEVATOR MAINT SVCS:
5,359.20
5,359.20

CITY FACS
Grand total for EFT UNION BANK: 202,558.00
Page:4

apChkLst Final Check List Page: 5
12/20/2022 4:35:33PM CITY OF TEMECULA
35 checks in this report.

Grand Total All Checks: 202,558.00
Page:5

apChkLst
12/21/2022
4:19:09PM
Final Check List

CITY OF TEMECULA
Page: 1
Bank: union UNION BANK
Check #
Date
Vendor
Description
Amount Paid
Check Total
14586
12/13/2022
020062

MEDLINE INDUSTRIES INC
QE SEP 2022 SALES TAX PHS
326,484.00
326,484.00
14593
12/9/2022
006887

UNION BANK OF CALIFORNIA
008956

PANERA BREAD
RFRSHMNTS: TEAM PACE
628.34
628.34
14606
12/22/2022
000444

INSTATAX (EDD)

STATE TAX PAYMENT
42,730.99
42,730.99
14607
12/22/2022
000283

INSTATAX (IRS)

FEDERAL TAX PAYMENT
125,693.14
125,693.14
210940
12/22/2022
021668

A LAU LANGUAGE LLC
INTERPRETING SVCS: CITY CLERK
400.00
400.00
210941
12/22/2022
003552

AFLAC PREMIUM HOLDING,

AFLAC ACCIDENT INDEMNITY
3,102.04
3,102.04

C/O BNB BANK LOCKBOX

PAYMENT
210942
12/22/2022
010905

ALLIED TRAFFIC &
LIGHT TOWER RENTALS: SANTA
480.00
480.00

EQUIPMENT, RENTALS INC
PARADE
210943
12/22/2022
000101

APPLE ONE INC
NOV TEMP HELP: FINANCE
11,255.60
11,255.60
210944
12/22/2022
007065

B&H PHOTO & ELECTRONICS
MISC AV EQUIPMENT: PEG
434.20
CORP
MISC AV EQUIPMENT: INFO TECH
-106.01
328.19
210945
12/22/2022
015592

BAMM PROMOTIONAL
STAFF UNIFORMS: INFO TECH
101.27
101.27

PRODUCTS INC
210946
12/22/2022
011348

BONCOR WATER SYSTEMS
12/8/22-1/4/23 WTR FILTER: FIRE STA
330.00
330.00

LLC, DBA SUNSHINE WATER
73 SOFT
210947
12/22/2022
009847

CALIFORNIA PRESENTERS
RENEWAL MEMBERSHIP: TCSD
200.00
200.00
210948
12/22/2022
003775

CHAPARRAL HIGH SCHOOL
HOLIDAY PARADE STIPEND: TCSD
200.00
200.00
210949
12/22/2022
014521

COSTAR REALTY
DEC'22 WEB SUBSCRIPTION: ECO
1,296.00
1,296.00

INFORMATION INC
DEV
210950
12/22/2022
004194

D L T SOLUTIONS, LLC
AUTOCAD RENEWAL: PUBLIC WORKS
6,904.84
6,904.84
210951
12/22/2022
001233

DANS FEED AND SEED INC
MISC SUPPLIES: STREET MAINT: PW
150.97
MISC SUPPLIES: STREET MAINT: P�

33.16 184.13
Page:1

apChkLst
12/21/2022
4:19:09PM
Final Check List

CITY OF TEMECULA
Page: 2
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210952
12/22/2022
008943

DEPT OF GENERAL SERVICES
ADMIN HEARING: THE BANK
266.25
266.25
(DGS)
210953
12/22/2022
013939

DOROTHY MCELHINNEY
HOLIDAY PARADE STIPEND: TCSD
200.00
200.00
MIDDLE SCH.
210954
12/22/2022
022798

DS SERVICES OF AMERICA
WATER DELIVERY: CMO

58.94 58.94

INC, SPARKLETTS
210955
12/22/2022
000165

FEDERAL EXPRESS INC
EXP MAIL SVCS: CITY CLERK

17.56 17.56
210956
12/22/2022
002982

FRANCHISE TAX BOARD

SUPPORT PAYMENT

50.00 50.00
210957
12/22/2022
009097

FULL COMPASS SYSTEMS
SOUND/LIGHTING SUPPLIES:
452.57
452.57

THEATER
210958
12/22/2022
009608

GOLDEN VALLEY MUSIC
STTLMNT: CLASSICS AT THE MERC:
1,008.00
1,008.00

SOCIETY, DBA CA CHAMBER
12/11/22

ORCHESTRA
210959
12/22/2022
008444

GREAT OAK HIGH SCHOOL
HOLIDAY PARADE STIPEND: TCSD
200.00
200.00
210960
12/22/2022
023050

GREENLIGHT FOR GOOD INC
STTLMNT: CHRIS MOZY; HENDRI &
305.00
305.00

JONNY MILL
210961
12/22/2022
000186

HANKS HARDWARE INC
MISC MAINT SUPPLIES: STREETS: PW
1,296.84
MISC MAINT SUPPLIES: FIRE DEPT
441.73
MISC MAINT SUPPLIES: TRAFFIC: P'

56.90 1,795.47
210962
12/22/2022
000501

INTL INSTITUTE OF MUNICIPAL,
MEMBERSHIP RENEWAL: CITY CLERK
225.00
225.00
CLERKS
210963
12/22/2022
022841
INTL. DANCE ASSOC OF SD
PERFORMANCE: FOLK DANCERS: TVM
250.00
250.00

COUNTY, DBATHE

PERFORMING FOLK
210964
12/22/2022
021896

JP HANDMADE CORP, DBA
BUSINESS CARDS: CIP: PW
245.46
245.46

MINUTEMAN PRESS
210965
12/22/2022
016257

KELLY SPICERS INC, DBA
WHITE COPY PAPER: CENTRAL SVCS
2,347.37

KELLY SPICERS STORES
MISC PAPER SUPPLIES: CENTRAL
1,781.33
4,128.70
210966
12/22/2022
017118

KRACH BREE B, DBA
EMPLOYEE RECOGNITION AWARDS:

53.29 TEMECULA TROPHY & DES
HR
PLAQUE ENGRAVING: CITY CLERK

16.31 69.60
Paget

apChkLst Final Check List Page: 3
12/21/2022 4:19:09PM CITY OF TEMECULA
Bank: union UNION BANK (Continued)
Check # Date Vendor Description Amount Paid Check Total 210967 12/22/2022 004905 LIEBERT, CASSIDYAND REGIST: CONFERENCE: HR 950.00

WHITMORE
OCT HR LEGAL SVCS FOR TE060-OC 945.50
REGIST: CONFERENCE: HR 350.00
OCT HR LEGAL SVCS FOR TE060-OC 122.00 2,367.50
210968 12/22/2022 022980 MCFARLAND NELSON, BRYANT PLEIN AIR COMPETITION:TCSD TVM:- 100.00 100.00 210969 12/22/2022 000727 NATIONAL FIRE PROTECTION
SUPPLIES: FIRE PREVENTION WEEK:
1,307.30
1,307.30

ASSN, LEADS ETC INC
FIRE
210970 12/22/2022 019331 NELSON, BARBARA
PLEIN AIR COMPETITION: TVM: TCSD
200.00
200.00
210971 12/22/2022 020349 NETFILE INC
E-FILING SYSTEM: CITY CLERK
2,820.00
2,820.00
210972 12/22/2022 023155 OLD TOWN WISE RIDERS INC,
VEH REPAIR & MAINTENANCE: TEM
1,884.06

OLD TOWN TEMECULA

SHERIFF
VEHICLE REPAIR/MAINT: TEM SHEF
1,599.87
VEHICLE REPAIR/MAINT: TEM SHEF
1,309.27
VEHICLE REPAIR/MAINT: TEM SHEF
1,230.24
VEH REPAIR & MAINTENANCE: TEM
1,222.49
VEH REPAIR & MAINTENANCE: TEM
1,140.70
VEHICLE REPAIR/MAINT: TEM SHEF
833.06
VEHICLE REPAIR/MAINT: TEM SHEF
676.00
VEHICLE REPAIR/MAINT: TEM SHEF
676.00
VEHICLE REPAIR/MAINT: TEM SHEF
449.70
VEHICLE REPAIR/MAINT: TEM SHEF
449.70
VEH REPAIR & MAINTENANCE: TEM
429.80
VEH REPAIR & MAINTENANCE: TEM
429.03
VEHICLE REPAIR/MAINT: TEM SHEF
424.68
VEHICLE REPAIR/MAINT: TEM SHEF
383.36
VEH REPAIR & MAINTENANCE: TEM
383.36
VEH REPAIR & MAINTENANCE: TEM
372.73
VEH REPAIR & MAINTENANCE: TEM
347.57
VEH REPAIR & MAINTENANCE: TEM
338.00
VEHICLE REPAIR/MAINT: TEM SHEF
307.23
VEH REPAIR & MAINTENANCE: TEM
299.13
VEHICLE REPAIR/MAINT: TEM SHEF
297.80
VEH REPAIR & MAINTENANCE: TEM
255.05
VEHICLE REPAIR/MAINT: TEM SHEF
245.36
VEH REPAIR & MAINTENANCE: TEM
148.90
VEH REPAIR & MAINTENANCE: TEM

98.96 VEH REPAIR & MAINTENANCE: TEM

47.76 VEH REPAIR & MAINTENANCE: TEM

42.25 16,322.06
210973 12/22/2022 007197 PALOMA VALLEY HIGH
HOLIDAY PARADE STIPEND: TCSD
200.00
200.00
SCHOOL
Page:3

apChkLst
Final Check List
Page: 4
12/21/2022
4:19:09PM

CITY OF TEMECULA
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210974
12/22/2022
021521

PEDERSEN, VICKI L
ANNUAL PLEIN AIR COMPETITION:
500.00
500.00
TVM:TCSD
210975
12/22/2022
005820

PRE -PAID LEGAL SERVICES

PREPAID LEGAL SERVICES PAYMENT
234.90
234.90

INC, DBA LEGALSHIELD
210976
12/22/2022
000254

PRESS ENTERPRISE
NEWSPAPER SUBSCRIPTION: CITY
710.41
710.41

COMPANY INC
MGR
210977
12/22/2022
000406

RIVERSIDE CO SHERIFFS
09/22-10/19 LAW ENFORCEMENT
2,733,861.87
2,733,861.87
DEPT
210978
12/22/2022
004822

RIVERSIDE TRANSIT AGENCY
NOV TROLLEY SVCS: CITY MGR
2,198.60
2,198.60
210979
12/22/2022
021139
RORIPAUGH RANCH PHASE 2
BOND REL INSPECTION LD-000244011
50,000.00
50,000.00
JDA
210980
12/22/2022
021139
RORIPAUGH RANCH PHASE 2
BOND REL INSPECTION LD-000244011
50,000.00
50,000.00
JDA
210981
12/22/2022
023136

SANCHEZ, NESTOR
PLEIN AIR COMPETITION: TVM: TCSD

75.00 75.00
210982
12/22/2022
017699

SARNOWSKI SHAWNA M
PHOTOGRAPHY SVCS: SANTA
500.00

PRESTON
PARADE:TCSD
PHOTOGRAPHY SVCS: WRKFRCE E
300.00
PHOTOGRAPHY SVCS: TVE2 10TH F
300.00
PHOTOGRAPHY SVCS: MAINT PHOI
300.00
PHOTOGRAPHY SVCS: TVM: TCSD
250.00
1,650.00
210983
12/22/2022
003506

SHIVELA MIDDLE SCHOOL
HOLIDAY PARADE STIPEND: TCSD
200.00
200.00
BAND
210984
12/22/2022
000519

SOUTH COUNTY PEST
PEST CONTROL SVCS: STA 95

80.00 CONTROL INC
PEST CONTROL SVCS: STA 73

68.00 PEST CONTROL SVCS: OATC

48.00 PEST CONTROL SVCS: STA 92

42.00 238.00
210985
12/22/2022
008337

STAPLES BUSINESS CREDIT
MISC OFC SUPPLIES: HUMAN SVCS:
362.29
TCSD
MISC OFC SUPPLIES: TRAFFIC: PW

51.91 MISC OFC SUPPLIES: TRAFFIC: PW

34.78 MISC OFC SUPPLIES: TRAFFIC: PW

22.51 MISC OFC SUPPLIES: TRAFFIC: PW

8.69 MISC OFC SUPPLIES: TRAFFIC: PW
-11.26
468.92
210986
12/22/2022
013828

STAR WAY SYSTEMS CORP
AUDIO RENTALS: LIGHT PARADE:
1,030.00
1,030.00
TCSD
Page:4

apChkLst
12/21/2022
4:19:09PM
Final Check List

CITY OF TEMECULA
Page: 5
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210987
12/22/2022
017814

STC TRAFFIC INC
PROF SVCS: ROUNDABOUT DSGN: PW
3,650.00
3,650.00
210988
12/22/2022
009061

STURDIVANT, ANGELA P

TCSD INSTRUCTOR EARNINGS
420.00
420.00
210989
12/22/2022
008373

SUNBELT RENTALS INC
TOWER/POWER RENTALS: SPEC
2,203.60
EVENTS:TCSD
TOWER/POWER RENTALS: SPEC E�
1,391.17
TOWER/POWER RENTALS: SPEC E�
1,283.89
TOWER/POWER RENTALS: SPEC E�
1,132.23
6,010.89
210990
12/22/2022
000311

TEMECULA VALLEY HIGH
HOLIDAY PARADE STIPEND: TCSD
200.00
200.00
SCHOOL
210991
12/22/2022
003941

TEMECULA WINNELSON
MISC PLUMBING SUPPLIES: PARKS
367.21
367.21

COMPANY
210992
12/22/2022
003508

THOMPSON MIDDLE SCHOOL
HOLIDAY PARADE STIPEND: TCSD
200.00
200.00
210993
12/22/2022
002452

TOP LINE INDUSTRIAL,
MISC SUPPLIES: STREET MAINT: PW
105.98
105.98
PRODUCTS, INC.
210994
12/22/2022
022735

TRINH, JOYCE
PLEIN AIR COMPETITION: TVM: TCSD
100.00
100.00
210995
12/22/2022
000161

TYLER TECHNOLOGIES, INC
CITY PUBLIC MOBILE APP: INFO TECH
VOID
MUNIS MIGRATION SVCS: FINANCE
VOID
VOID
210996
12/22/2022
014850

VALLEY PRINTING SERVICES,
PRINTING SVCS: CITY COUNCIL
VOID
VOID
INC.
210997
12/22/2022
001890

VORTEX INDUSTRIES INC
BAY DOOR REPAIR: FIRE STA84
VOID
VOID
210998
12/22/2022
007987

WALMART
MISC SUPPLIES: AQUAITICS: TCSD
VOID
VOID
210999
12/22/2022
000339

WEST PUBLISHING
NOV CLEAR SUBSCRIPTION: TEM
VOID
VOID

CORPORATION,

SHERIFF
DBA:THOMSON REUTERS
211000
12/22/2022
021148

WEX BANK
11/07-12/06 FUEL USAGE: POLICE
VOID
VOID
211001
12/22/2022
000341

WILLDAN ASSOCIATES INC
TRAFFIC ENGINEERING SVCS:

VOID
VOID
TRAFFIC: PW
211002
12/22/2022
013938
WOODSIDE 05S, LP
BOND REL INSPECTION LD-000244008
VOID
VOID
Page:5

apChkLst Final Check List Page: 6
12/21/2022 4:19:09PM CITY OF TEMECULA
Bank: union UNION BANK
Check # Date Vendor
211003 12/22/2022 013938 WOODSIDE 05S, LP
(Continued)
Description Amount Paid Check Total
BOND REL INSPECTION LD-000244009 VOID VOID
Grand total for UNION BANK:
3,520,448.77
VOID CK'S 210995-211003
$ 115,319.04
REVISED GRAND TOTAL:
3,405,129.73
Page:6

apChkLst Final Check List Page: 7
12/21/2022 4:19:09PM CITY OF TEMECULA
gg checks in this report.

Grand Total All Checks: 3,520,448.77
Page:7

Item No. 4

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: January 10, 2023
SUBJECT: Adopt Ordinance 2022-14 Approving Second Amendment to the Development Agreement By and Between the City of Temecula and Lennar Homes, Inc., a California Corporation and Winchester Hills I LLC, a California Limited Liability Company (Planning Application No. PA21-0128) (Second Reading) PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council adopt an ordinance entitled:

ORDINANCE NO. 2022-14

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

TEMECULA APPROVING THE SECOND AMENDMENT TO

THE DEVELOPMENT AGREEMENT BETWEEN THE CITY OF
TEMECULA AND LENNAR HOMES, INC., A CALIFORNIA

CORPORATION AND WINCHESTER HILLS I LLC, A

CALIFORNIA LIMITED LIABILITY COMPANY AND

MAKING A FINDING OF EXEMPTION UNDER THE

CALIFORNIA ENVIRONMENTAL QUALITY ACT
(PLANNING APPLICATION NO. PA21-0128)
BACKGROUND: The City of Temecula is a general law city formed under the laws of the State of California. With respect to adoption of ordinances and resolutions, the City adheres to the requirements set forth in the Government Code. With the exception of urgency ordinances, Government Code Section 36934 requires two readings of standard ordinances more than five days apart. Ordinances must be read in full at the time of introduction or passage unless a motion waiving the reading is adopted by a majority of the City Council present.

Ordinance No. 2022-14 was first introduced at the regularly scheduled meeting of December 13 2022.

FISCAL IMPACT: None
ATTACHMENTS: 1. Ordinance

2. Exhibit A

ORDINANCE NO.2022-14

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY

OF TEMECULA APPROVING THE SECOND

AMENDMENT TO THE DEVELOPMENT AGREEMENT

BETWEEN THE CITY OF TEMECULA AND LENNAR
HOMES, INC., A CALIFORNIA CORPORATION AND

WINCHESTER HILLS I LLC, A CALIFORNIA LIMITED

LIABILITY COMPANY AND MAKING A FINDING OF

EXEMPTION UNDER THE CALIFORNIA

ENVIRONMENTAL QUALITY ACT (PLANNING
APPLICATION NO. PA21-0128)

THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS:

Section 1. Procedural Findings. The City Council of the City of Temecula does hereby find, determine and declare that:

A. The City of Temecula ("City"), a general law City in the State of California, Lennar Homes, Inc., a California Corporation and Winchester Hills I LLC, a California limited liablity company ("Winchester"), entered into an agreement entitled "Development Agreement By And Between The City Of Temecula And Lennar Homes, Inc., A California Corporation And Winchester Hills I LLC, A California Limited Liability Company" by the adoption of Ordinance No. 01-08 (the "Development Agreement"). The Development Agreement was recorded on January 16, 2002 as Document No. 2002-026470 in the Official Records of the County of Riverside.

B. On October 23, 2007, the City Council of the City of Temecula approved that certain agreement entitled "First Amendment to Development Agreement By And Between The City Of Temecula And Lennar Homes, Inc., A California Corporation And Winchester Hills I LLC, A California Limited Liability Company" by the adoption of Ordinance No. 07-14 ("First Amendment"). The First Amendment was recorded on October 2, 2015 as Document No. 2015- 0437479 in the Official Records of the County of Riverside. The First Amendment extended the term of the Development Agreement.

C. The real property which is subject to the Development Agreement and the First Amendment is comprised of two components. The first is the Lennar Property described in the Development Agreement ("Lennar Property"). The second is the Winchester Hills I LLC Property ("Winchester Property").

D. The Lennar Property has been developed consistent with the Development Agreement and the term of the Development Agreement as it pertains to the Lennar property has expired.

E. On January 26, 2021 the applicant, Winchester Hills I LLC, a California Limited Liability Company, filed Planning Application No. 21-0128, a proposed Second Amendment to

the Development Agreement. Winchester Hills I LLC seeks to repeal the First Amendment and reinstate the original term of the Development Agreement for the Winchester Property.

F. This application was filed in a manner in accord with the City of Temecula General Plan and Development Code.

G. Government Code Section 65864 authorizes the City to enter into binding development agreements with persons having legal or equitable interest in real property for the development of such property in order to, among other matters: ensure high quality development in accordance with comprehensive plans; provide certainty in the approval of development projects so as to avoid the waste or resources and the escalation in the cost of housing and other development to the consumer; provide assurance to the applicants for development projects that they may proceed with their projects in accordance with existing policies, rules and regulations and subject to Conditions of Approval, in order to strengthen the public planning process and encourage private participation in comprehensive planning and reduce the private and public economic costs of development and provide for economic assistance to Owner for the entitlements authorizing development related improvements.

H. On November 16, 2022, the Planning Commission of the City of Temecula held a duly noticed public hearing on the proposed Second Amendment to the Development Agreement ("Second Amendment") as prescribed by law at which time all persons interested in the proposed Second Amendment had the opportunity and did address the Planning Commission on this matter.

I. Following consideration of the entire record of information received at the public hearing, the Planning Commission adopted Resolution No. 2022-35, entitled, "A RESOLUTION

OF THE PLANNING COMMISSION OF THE CITY OF TEMECULA RECOMMENDING

THAT THE CITY COUNCIL ADOPT AN ORDINANCE ENTITLED, AN ORDINANCE OF

THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THE SECOND

AMENDMENT TO THE DEVELOPMENT AGREEMENT BETWEEN THE CITY OF TEMECULA AND LENNAR HOMES, INC., A CALIFORNIA CORPORATION AND

WINCHESTER HILLS I LLC, A CALIFORNIA LIMITED LIABILITY COMPANY (PLANNING APPLICATION NO. PA21-0128)".

J. On December 13, 2022, the City Council considered the Application at a duly noticed public hearing which time the City staff presented its report, and all interested persons had an opportunity to and did testify either in support or in opposition to the Project.

K. All legal preconditions to the adoption of this Resolution have occurred.

Section 2. Legislative Findings. The City Council in approving the Application hereby makes the following findings:

A. The City has reviewed the potential impacts of the Second Amendment to the Development Agreement and the various potential benefits to the City of the Second Amendment and has concluded that the Second Amendment is in the best interests of the City.

B. The Second Amendment to the Development Agreement is consistent with the City's General Plan including the goals and objectives thereof and each element thereof.

Section 3. CEQA. This Ordinance, which approves the Second Amendment to the Development Agreement, is exempt from CEQA review pursuant to CEQA Guidelines Section 15061(b)(3) because it can be seen with certainty that there is no possibility that the adoption of the Ordinance may have a significant effect on the environment. The adoption of the Ordinance will repeal the First Amendment which extended the term of the Development Agreement. As the term of the Development Agreement is being shortened by the adoption of the Ordinance, this is covered by the common sense exemption under CEQA.

Section 4. Approval of Second Amendment to Development Agreement. The City Council of the City of Temecula hereby approves that certain Second Amendment to Development and authorizes the Mayor to execute the Second Amendment to Development Agreement in substantially the form attached hereto as Exhibit "A".

Section 5. Authority of the City Manager. The City Manager (or his designee), is hereby authorized, on behalf of the City, to take all actions necessary and appropriate to carry out and implement the Second Amendment and to administer the City's obligations, responsibilities and duties to be performed under the Second Amendment.

Section 6. Severability. If any portion, provision, section, paragraph, sentence, or word of this Ordinance is rendered or declared to be invalid by any final court action in a court of competent jurisdiction, or by reason of any preemptive legislation, the remaining portions, provisions, sections, paragraphs, sentences, and words of this Ordinance shall remain in full force and effect and shall be interpreted by the court so as to give effect to such remaining portions of the Ordinance.

Section 7. Effective Date. This Ordinance shall take effect thirty (30) days after its adoption.

Section 8. Notice of Adoption. The City Clerk shall certify to the adoption of this Ordinance and cause it to be published in the manner required by law. 3 PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 1 Oth day of January, 2023.

Zak Schwank, Mayor
ATTEST:

Randi Johl, City Clerk
[SEAL]

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 2022-14 was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 131h day of December, 2022, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the 10th day of January, 2023 by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

Randi Johl, City Clerk

RECORDING REQUESTED

BY AND WHEN RECORDED
MAIL TO:

City of Temecula
41000 Main Street
Temecula, CA 92590
Attn: Randi Johl, JD, MMC
City Clerk
Exempt from recording fees pursuant to Govt. Code Section 27383 (Space above for recorder's use)

SECOND AMENDMENT TO DEVELOPMENT

AGREEMENT BY AND BETWEEN THE CITY OF
TEMECULA AND LENNAR HOMES, INC., A

CALIFORNIA CORPORATION AND WINCHESTER

HILLS I LLC, A CALIFORNIA LIMITED LIABILITY

COMPANY
This Second Amendment to Development Agreement is made and entered into as of 2022, by and between the CITY OF TEMECULA, a California municipal corporation ("City"); HARVESTON-SAB NORTH LLC, a California limited liability company ("Harveston North") and HARVESTON-SAB SOUTH LLC, a California limited liability company, successors in interest to HARVESTON-SAB LLC, a California limited liability company ("Harveston) successor in interest to Winchester Hills I LLC, a California limited liability company; and MERITAGE HOMES OF CALIFORNIA, INC., a California corporation ("Meritage"), HOEHN ENTERPRISE 5 TEMECULA LLC, a California limited liability company ("Hoehn 5"), SOLANA WINCHESTER LLC, a Delaware limited liability company ("Solana"), LANTERN CREST AT TEMECULA, LLC, a California limited liability company ("Lantern Crest"), and ADVANTAGED ASSET ACQUISITIONS 1, LLC, a California limited liability company ("Advantaged") pursuant to the authority of Section 65864 through 65869.5 of the California Government Code and Article XI, Section 2 of the California Constitution.

Pursuant to said authority and in consideration of the mutual covenants set forth in this Second Amendment, the parties hereto agree as follows:

1. Recitals. This Second Amendment is made with respect to the following purposes and facts which the parties agree to be true and correct:

Page 1 of 25 ends

A. On August 28, 2001, the City Council of the City of Temecula approved that certain agreement entitled "Development Agreement By And Between The City Of Temecula And Lennar Homes, Inc., A California Corporation And Winchester Hills I LLC, A California Limited Liability Company" by the adoption of Ordinance No. 01-08 (the "Development Agreement"). The Development Agreement was recorded on January 16, 2002 as Document No. 2002-026470 in the Official Records of the County of Riverside.

D. The Lennar Property has been developed consistent with the Development Agreement, so the teen of the Development Agreement as it pertains to the Lennar Property has expired.

E. Winchester Hills I LLC's interest in the Winchester Property and in the Development Agreement (as amended by the First Amendment) was transferred to Harveston in 2012. The northerly portion of the Winchester Property acquired by Harveston was transferred to Harveston North in 2015 and the southerly portion was transferred to Harveston South in 2016. Harveston North sold a portion of the Winchester Property to Hoehn Enterprise 4 Temecula LLC (the "Hoehn 4 Property") in 2016. The Hoehn 4 Property has been developed as an automobile dealership consistent with the Development Agreement, so the tenn of the Development Agreement as it pertains to the Hoehn 4 Property has expired. Harveston North and Harveston South have requested to repeal the First Amendment which extended the term of the Development Agreement and to reinstate the original term of the Development Agreement for the remaining portions of the Winchester Property.

F. Harveston North has sold portions of the Winchester Property to: i.) Meritage, a "Merchant Builder" under the Development Agreement, and to ii.) Hoehn 5 and iii.) Solana, both of which are "Subsequent Owners" under the Development Agreement. Harveston South has sold portions of the Winchester Property to: iv.) Lantern Crest, and v.) Advantaged, all of which are "Subsequent Owners" under the Development Agreement. Neither Harveston North nor Harveston South currently own any portion of the Winchester Property but are parties to this Second Amendment to confirm their personal rights under the Development Agreement, including but not limited to their rights to fee credits pursuant to Section 4.8 of the Development Agreement. The portion of the Winchester Property that is owned by Meritage (the "Meritage Property") is specifically described and depicted on Exhibit "A" hereto. The portion of the Winchester Property that is owned by Hoehn 5 (the "Hoehn 5 Property") is specifically described

Page 2 of 25 ends

and depicted on Exhibit "B" hereto. The portion of the Winchester Property that is owned by Solana (the "Solana Property") is specifically described and depicted on Exhibit "C" hereto. The portion of the Winchester Property that is owned by Lantern Crest (the "Lantern Crest Property") is specifically described and depicted on Exhibit "D" hereto. The portion of the Winchester Property that is owned by Advantaged ("the Advantaged Property") is specifically described and depicted on Exhibit "E" hereto. The properties listed in this paragraph and described in the Exhibits are collectively referred to herein as the "Remaining Winchester Properties." G. Harveston North and Harveston South each warrant and represent to the City that these five entities are the only persons that own the Remaining Winchester Properties and that no other persons are required to consent to or approve this Second Amendment.

H. The Planning Commission of the City of Temecula held a duly noticed public hearing on , 2022 and by Resolution No. 22- recommended to the City Council that this Second Amendment be approved.

I. On , 2022, the City Council of the City of Temecula held a duly noticed public hearing on the proposed Second Amendment and the CEQA documentation at which time all persons had the opportunity to testify in support of or opposition to the proposed Second Amendment.

J. On , 2022 the City Council of the City of Temecula
adopted Ordinance No. 22- approving this Second Amendment.

2. Repeal of First Amendment. The First Amendment is hereby repealed and is of no further force and effect as to the Remaining Winchester Properties.

3. Authority to Enter Into Second Amendment. The entities in Recital F above each warrant and represent to the City that its approval of this Second Amendment will not violate any agreements they may have with other persons. The person or persons executing this Second Amendment on behalf of said entities each further warrant and represent to the City that this Second Amendment has been duly approved by each and that all applicable notices, approvals and procedures were complied with and that he or she is duly authorized by his/her- principal to execute this Second Amendment on behalf of that entity and has been duly authorized to do so.

4. Other Terms Remain. Except as specifically set forth herein, all other terms and conditions of the Development Agreement shall remain in full force and effect as to the Remaining Winchester Properties.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement as provided herein.

Page 3 of 25 ends

CITY OF TEMECULA,
a municipal corporation
Matt Rahn
Mayor
Attest:

Randi Johl, JD, MMC
City Clerk
Approved As to Form:

Peter M. Thorson
City Attorney

HARVESTON-SAB NORTH LLC,
a California limited liability company
i
ephen A.Bieri
President

HARVESTON-SAB SOUTH LLC,
a California limited liability company
Stephen A. Bieri
resident

Page 4 of 25 ends

MERITAGE HOMES OF CALIFORNIA, INC.,
a California corporation
Name: kkr-vN '11!kueR' uo
Title:
-
HOEHN ENTERPRISE 5 TEMECULA LLC,
a California limited liability company
Name: �hQp re
Title:

SOLANA WINCHESTER LLC,
a Delaware limited liability company
By: KR Temecula Ventures LLC
a Delaware limited liability company, its Manager
By: RP Solana Winchester Investors LLC
a Delaware limited liability company, its Manager
By: ReyLenn Properties LLC,
a California limited 'a ' ' y com y, its Manager
By:
e"3.wis. g, ' anager
B
Louis Kuntz, its Manager
By: Winchester MF, LLC
an Arizona limited liability company, its Manager
By: Kitchell Development Company,
an Arizona corporation, its Manager
By. --�
Name: A*Vtf-t- A. SC,v.r..,�.,.•
Title:

Page 5 of 25 ends

LANTERN CREST AT TEMECULA, LLC,
Name: t4V4,o0A42—
Title: F .

ADVANTAGED ASSET ACQUISITIONS 1, LLC,
a California limited liability company
LIA A? Z. 0 "�A --
Name: ichael A. Clrant
Title: President

Page 6 of 25 ends

A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California )
County of )
On 06 ZZ , before me,S4t?4
(inscil n me and title of the officer)
Notary Public, personally appeared 91 t ,
who proved to me on the basis of satisfactory Adence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.
/> r
Signatu / ' (Seal)
QMSHELBY R. SMITH
Comm.# 2331793NOTARY PUBLIC•CALIFORNIA\SAN DIEGO COUNTY Y Comm. EzP. AuG, 18, 2024''

Page 7 of 25 ends

Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California )
County of �� )
On 2_1�>C_"2 , before me,�y
(insert� }ime and
Notary Public, personally appeared �f��2'-.P� � V�i Pif/`title of the officer)) � ,
who proved to me on the basis of satisfactory 0evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.
r'
Signature (Seal)
SHEIBY R. SMITH
,q COMM. # 2331793 '�

NOTARY PUBLIC-CALIFORNIA V'

SAN DIEGO COUNTY
MY COMM. EXP. AuG. 18, 2024

Page 8 of 25 ends

State of California )
County of
On A , before me,
serf name and title of the officer)
Notary Public, personally appeared--}�''c- TGt-�1�i`La , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct. TRACEYCURIOSO O
Notary Public - California
WITNESS my hand and official seal. Orange County
Commission k 239207A
y Comm. Expires Jan 29, 2026
Signature (Seal)

Page 9 of 25 ends

State of Calgprnia )
County of
On(y`'S �- a Z'L , before me,
(insert name and title of the officer)
Notary Public, personally appeared �-� 0 "-`�'�'�
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNIESS my hand and official seal.

Signature
4 'r CMWDUD.DIM
Notary Public - GtH &
San Diego County
Commission R 2334272
My Lamm. Tres Sep 25, 2024

Page 10 of 25 ends

State of California - )
County of 6 rr teye )
On 20M , before me, g6W
,/ I A ti I f insect n } ne and title of the officer)
Notary Public, personally appeared CAC, 19, -4
who proved to me on the basis of satisfactory evidence to be the per on(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature (Seal)
i e. rti MARY KELLY BEfHEA
Notary Public - California llh
San Diego County
Commission N 2273932
My Comm. Expires Jan 16, 2023

Page 11 of 25 ends

State of California )
County of 904
jY�__h�//4On �/t,% ,,�, �OZ,Z- before me, -� ,
- 6 ..,,��.. 1(insert nAe and title of the officer)
Notary Public, personally appeared l,AN co ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature (Seal)
°•.` MARY KELLYLY-H l
_ Notary Public - California z
.•� San Diego County
Commission # 2273932
My Comm. Expires Jan 16, 2023

Page 12 of 25 ends

State of Arizona )
County of Mar llcop a )
On J � 4 apaa , before me, l I ct� }�D� Son ,
(ins(Al name and title of the officer)
Notary Public, personally appeared" I�njRr-t' N. Sc ramrn (lon6l"r who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of Arizona that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature - �d� 1&42�
(Seal)
a ar NANCY HODSON
°.i. Notary Public - State of Arizona

MARICOPA COUNTY
Commission # 557847
t Expires February 1, 2023

Page 13 of 25 ends

State of California )
County of SaiA 'D I ebb )
On J \3V, Z02Z , before me, ""(Cla"Ain T- Sand afua ,
(insert name and title of the ol'ficer)
Notary Public, personally appeared M Gk1q rj"7rC( I(1- — , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and offici• seal.
12 Signature— (Seal)
°r rti YASMIN PEREZ SANTANA
Notary Public •California
San Dfego County
Commission 4 2388693
MY Comm, Expires Dec 30, 2025

Page 14 of 25 ends

State of California
County of SC1 Vi 171 ifn O )
On , 20'Z2 , before me, \ a's ffu n T "S« r1-�ryx ,
\ (insert name and title of the officer)
Notary Public, personally appeared MICUt� U . ray + ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and off. ial seal.

Signatur (Seal)
.:.w YASMIN PEREZ SANTANA
Notary Public • California
San Diego County
" Commission X 2388693
MY Comm, Expires Dec 30, 2025

Page 15 of 25 ends

EXHIBIT "A"
Meritage Property

LEGAL DESCRIPTION
PARCELS 1 THROUGH 3, INCLUSIVE AND PARCEL 6, AS SHOWN ON THE MAP ENTITLED "PARCEL MAP NO. 36336", FILED AUGUST 20, 2015, IN BOOK 239 OF PARCEL MAPS, AT PAGES 33 THROUGH 39, INCLUSIVE, RIVERSIDE COUNTY RECORDS.

PARCEL D AS SHOWN ON LOT LINE ADJUSTMENT NO. PA15-1434, AS EVIDENCED BY DOCUMENT RECORDED DECEMBER 15, 2015 AS INSTRUMENT NO. 2015-0542235 OF OFFICIAL RECORDS, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

THAT PORTION OF PARCELS 4, 5, 7 AND 8 OF PARCEL MAP NO. 36336, IN THE CITY OF TEMECULA, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA AS SHOWN ON THE MAP FILED IN BOOK 239, PAGES 33 THROUGH 39, INCLUSIVE, OF PARCEL MAPS IN THE OFFICE OF THE.COUNTY RECORDER OF SAID RIVERSIDE COUNTY, CALIFORNIA, DESCRIBED AS FOLLOWS:

BEGINNING AT THE MOST NORTHERLY CORNER OF SAID PARCEL 4; THENCE ALONG THE NORTHEASTERLY LINE OF SAID PARCELS 4 AND 5 SOUTH 350 30' 43" EAST 1094.55 FEET TO THE MOST EASTERLY CORNER OF SAID PARCEL 5; THENCE ALONG THE SOUTHWESTERLY LINE OF SAID PARCEL 5 SOUTH 54° 29' 17" WEST 375.05 FEET TO THE NORTHEASTERLY LINE OF SAID PARCEL 8;
THENCE ALONG SAID NORTHEASTERLY LINE SOUTH 40' 38' 53" EAST 161.57 FEET TO THE BEGINNING OF A TANGENT CURVE, CONCAVE NORTHEASTERLY AND HAVING A RADIUS OF 850.00 FEET;

THENCE ALONG SAID CURVE, CONTINUING ALONG SAID NORTHEASTERLY LINE SOUTHEASTERLY 158.71 FEET THROUGH A CENTRAL ANGLE OF 10' 41' 53" TO THE MOST EASTERLY CORNER OF SAID PARCEL 8;
THENCE ALONG THE SOUTHEASTERLY LINE OF SAID PARCEL 8 SOUTH 56° 07' 10" WEST 40.80 FEET

TO THE SOUTHWESTERLY LINE OF THAT CERTAIN PRIVATE EASEMENT FOR ACCESS PURPOSES AS SHOWN ON SAID PARCEL MAP NO. 36336, BEING A POINT ON A NON -TANGENT CURVE, CONCAVE NORTHEASTERLY AND HAVING A RADIUS OF 889.00 FEET, SAID CURVE BEING CONCENTRIC WITH AND SOUTHWESTERLY 39.00 FEET FROM SAID NORTHEASTERLY LINE OF PARCEL 8, A RADIAL LINE OF SAID CURVE FROM SAID POINT BEARS NORTH 39° 26' 35" EAST; THENCE ALONG SAID CURVE AND SAID SOUTHWESTERLY LINE NORTHERLY 153,75 FEET THROUGH A CENTRAL ANGLE OF 09' 54' 32";

THENCE TANGENT FROM SAID CURVE, CONTINUING ALONG SAID SOUTHWESTERLY LINE NORTH 40' 38' 53" WEST 731.53 FEET TO THE BEGINNING OF A TANGENT CURVE, CONCAVE NORTHEASTERLY AND HAVING A RADIUS OF 568 FEET;

THENCE ALONG SAID CURVE, CONTINUING ALONG SAID SOUTHWESTERLY LINE NORTHWESTERLY 310.61 FEET THROUGH A CENTRAL ANGLE OF 310 19' 54" TO THE NORTHERLY LINE OF SAID PARCEL 7;
THENCE ALONG THE NORTHERLY LINE OF SAID PARCEL 7 AND THE NORTHWESTERLY LINE OF SAID PARCEL 4 THE FOLLOWING COURSES; RADIALLY FROM SAID CURVE NORTH 80' 4F 01" EAST

78.00 FEET TO A POINT ON A NON -TANGENT CURVE, CONCAVE EASTERLY AND HAVING A RADIUS OF 490.00 FEET, A RADIAL LINE OF SAID CURVE FROM SAID POINT BEARS NORTH 80° 41' 01 " EAST; THENCE ALONG $AID CURVE NORTHERLY 444.14 FEET THROUGH A CENTRAL ANGLE OF 510 56, 00" TO THE POINT OF BEGINNING.

EXCEPTING THEREFROM, OIL AND MINERAL RIGHTS AS RESERVED BY FIDELITY REALTY CORPORATION IN DEED RECORDED MAY 22, 1929, IN BOOK 815, PAGE 214 OF DEEDS.

APN: 916-400-034-1, 916-400-035-2, 916-400-036-3 916-400-039-6,916-400-060-4

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EXHIBIT "A"
Meritage Property

DEPICTION

Page 17 of 25 ends

EXHIBIT "B"
Hoehn 5 Property

LEGAL DESCRIPTION
That certain real property situated in the City of Temecula, County of Riverside, State of California and more particularly described as follows:

Parcel B of Lot Line Adjustment No. PA 15-1434 Recorded December 15, 2015, as Instrument No. 2015-0542235 of Official Records in the Office of the County Recorder of said Riverside County, California.

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EXHIBIT "B"
Hoehn 5 Property

DEPICTION

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EXHIBIT "C"
Solana Property

LEGAL DESCRIPTION
Real property In the City of Temecula, County of Riverside, State of California, described as follows:

PARCEL 1: (APN NO. 916-400-042)
PARCEL 9, AS SHOWN ON THE MAP ENTITLED "PARCEL MAP NO. 36336", FILED AUGUST 20, 2015, 1N BOOK 239 OF PARCEL MAPS, AT PAGES 33 THROUGH 39, INCLUSIVE, RIVERSIDE COUNTY RECORDS, PARCEL 2: (APN NO. 916-400-058)
PARCEL C AS SHOWN ON LOT LINE ADJUSTMENT NO. PA1S-1434, AS EVIDENCED BY DOCUMENT RECORDED DECEMBER 15, 2015 AS INSTRUMENT NO. 2015-0542235 OF OFFICIAL RECORDS, BEING MORE PARTICULARLY DESCRIBED AS FOLLOWS:

THAT PORTION OF PARCEL OF 8 OF PARCEL MAP NO. 36336, IN THE CITY OF TEMECULA, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA AS SHOWN ON THE MAP FILED IN BOOK 239, PAGES 33 THROUGH 39, INCLUSIVE, OF PARCEL MAPS IN THE OFFICE OF THE COUNTY RECORDER OF SAID RIVERSIDE COUNTY, CALIFORNIA, DESCRIBED AS FOLLOWS:

COMMENCING AT THE MOST SOUTHERLY CORNER OF SAID PARCEL 7; THENCE ALONG THE SOUTHWESTERLY LINE OF SAID PARCEL 7 NORTH 29058'20" WEST 120.28 FEET TO A LINE PARALLEL WITH AND 120.00 FEET NORTHWESTERLY OF THE SOUTHEASTERLY LINE OF SAID PARCEL 7;
THENCE ALONG SAID PARALLEL LINE NORTH 5600710" EAST 445.57 FEET TO THE SOUTHWESTERLY

LINE OF THAT CERTAIN PRIVATE EASEMENT FOR ACCESS PURPOSES AS SHOWN ON SAID PARCEL MAP NO. 36336;
THENCE ALONG SAID SOUTHWESTERLY LINE SOUTH 40038'53" EAST 370.97 FEET TO THE TRUE POINT OF BEGINNING;
THENCE LEAVING SAID LINE SOUTH 5600710" WEST 487,92 FEET TO THE SOUTHWESTERLY LINE OF SAID PARCEL 8;
THENCE ALONG THE SOUTHWESTERLY AND SOUTHEASTERLY OF SAID PARCEL 8, THE FOLLOWING COURSES: SOUTH 3704511" EAST 57.67 FEET;
THENCE SOUTH 28039'30" EAST 199.91 FEET;
THENCE SOUTH 18040'57" EAST 138.90 FEET TO THE MOST SOUTHERLY CORNER OF SAID PARCEL 8; THENCE ALONG THE SOUTHEASTERLY LINE OF SAID PARCEL 8 NORTH 5600710" EAST 598.35 FEET TO

THE SOUTHWESTERLY LINE OF THAT CERTAIN PRIVATE EASEMENT FOR ACCESS PURPOSES AS SHOWN ON SAID PARCEL MAP NO. 36336, BEING A POINT ON A NON -TANGENT CURVE, CONCAVE NORTHEASTERLY AND HAVING A RADIUS OF 889.00 FEET, A RADIAL LINE OF SAID CURVE FROM SAID POINT BEARS NORTH 39026'35" EAST;
THENCE ALONG SAID CURVE AND SAID SOUTHWESTERLY LINE NORTHWESTERLY 153.75 FEET THROUGH A CENTRAL ANGLE OF 09154'32";

THENCE TANGENT FROM SAID CURVE, CONTINUING ALONG SAID SOUTHWESTERLY LINE NORTH 40038'53" WEST 241.99 FEET TO THE TRUE POINT OF BEGINNING.

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EXHIBIT "C"
Solana Property

DEPICTION
m
a
E

Page 21 of 25 ends

EXHIBIT "D"
Lantern Crest Property

LEGAL DESCRIPTION
Real property in the City of Temecula, County of Riverside, State of California, described as follows:

PARCEL ONE: (APN: 916-400-043)
PARCEL 10, AS SHOWN ON THE MAP ENTITLED "PARCEL MAP NO. 36336", FILED AUGUST 20, 2015, IN BOOK 239 OF PARCEL MAPS, AT PAGES 33 THROUGH 39, INCLUSIVE, RIVERSIDE COUNTY RECORDS.

PARCEL TWO: (APN: 916-400-044, 916-400-064)
PARCEL A AS SHOWN ON NOTICE OF LOT LINE ADJUSTMENT NO. PA17-0956, AS EVIDENCED BY DOCUMENT RECORDED AUGUST 10, 2017 AS INSTRUMENT NO. 2017-0328586 OF OFFICIAL

RECORDS,
PARCEL THREE: (APN: 916-400-062 and 916-400-065)
PARCEL B AS SHOWN ON NOTICE OF LOT LINE ADJUSTMENT NO. PA17-0956, AS EVIDENCED BY DOCUMENT RECORDED AUGUST 10, 2017 AS INSTRUMENT NO. 2017-0328586 OF OFFICIAL RECORDS.

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EXHIBIT "D"
Lantern Crest

DEPICTION

Page 23 of 25 ends

EXHIBIT "E"
Advantaged Property

LEGAL DESCRIPTION
That portion of Parcel 13 of Parcel Map No. 36336, in the City of Temecula, County of Riverside, State of California as shown on the map filed in Book 239, pages 33 through 39, inclusive, of Parcel Maps in the Office of the County Recorder of said Riverside County, California, being a portion of Parcel C of Lot Line Adjustment No. PA17-0956 recorded August 10, 2017 as Instrument No. 2017-0328586 of Official Records of said County Recorder, described as a whole as follows:

BEGINNING at the northerly terminus of that certain course in the easterly line of said Parcel 13 shown as having a bearing and distance of "N 11 °23'13" E 837.71' " on said Parcel Map No. 36336;
Thence along said easterly line South 11023'13" West 188.64 feet; Thence leaving said easterly line North 78036'47" West 222.17 feet; Thence North 33036'47" West 39.36 feet;
Thence North 11023'13" East 206.30 feet;
Thence North 52023'36" East 32.81 feet;
Thence North 15052'31" West 13.49 feet to the northerly line of said Parcel C; Thence along the northerly line of said Parcel C the following courses: North 03°23'59" East

17.26 feet;
Thence South 86"36'01" East 204.96 feet to the northerly corner of said Parcel C; Thence along said easterly line of Parcel C and Parcel 13 the following courses: South 03023'59" West 39,00 feet;
Thence South 38*30'11" East 34.36 feet to the beginning of a non -tangent curve concave westerly and having a radius of 945.00 feet, a radial line to said curve bears South 82°40'56" East;
Thence southerly along said curve 67.11 feet through a central angle of 04004'09" to the POINT OF BEGINNING.

CONTAINS: 1.679 acres, more or less.

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EXHIBIT "E"
Advantaged Property

DEPICTION
,

Page 25 of 25 ends

Item No. 5

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: January 10, 2023
SUBJECT: Receive and File Citywide Year -End Report Highlighting 2022 Accomplishments PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council receive and file the citywide year-end report highlighting 2022 accomplishments.

BACKGROUND: At the request of the City Manager, all departments in the City compile a list of their calendar year accomplishments in December. The departmental reports are consolidated into a Citywide year-end report that is shared with the City Council, Board and Commission Members, and staff. It is requested that the City Council also receive and file this item as a part of the January agenda annually so that the report is a part of the public record.

FISCAL IMPACT:

None
ATTACHMENT: 2022 Year -End Report

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CITY OF TEMECULA
2022 YEAR IN REVIEW
This year's Mayoral theme of Temecula Safe was established by our outgoing Mayor, Matt Rahn and captured the community and operational focus over the course of the year. Similar to last year's theme of Temecula Cares, which our other outgoing councilmember, Maryann Edwards established during her term as Mayor, these themes are not limited to just an annual initiative. In fact, they are merely one of many leadership, policy and management focuses, that receive strategic and fiscal reinforcement over a 12 month period. Similarly, my management philosophy of Building Greatness, Maintaining Excellence continues and operationalizes Temecula's superior approach to municipal government, encapsulated in three strategic areas — Personnel Services, Maintenance & Operations, and Capital Projects.

With profound gratitude and appreciation to our outstanding Temecula Team of dedicated employees, supportive City Council and engaged Boards, Commissions, volunteers, contractors, instructors, and countless others, the following is a comprehensive summary of those efforts for 2022—which also marks my 10t" year as the City Manager here in Temecula:

TEMECULA CITY MANAGER DEPARTMENT
2022 YEAR IN REVIEW
The City Manager Department, also referred to as the City Manager's Office (CMO), is comprised of General Administration (GA), which also provides staff support to the City Council, Economic Development (ED), and Public Information (PIO).

CMO: GA/ED/PIO
This year, we addressed 2 CMO operational vacancies by welcoming Cassandra Tabares, Administrative Assistant and Mary Cervantes, TVE2 Manager.

Citywide Marketing/Outreach (overall) - Successfully Produced and Delivered:
• Temecula Safe Brochure Newsletter mailed to all Temecula residents (US Mail)
• Connect with the City of Temecula flyer (distributed at various events) • Mayoral Theme "Temecula SAFE" implemented citywide
• City News and Updates Eblast from City Manager (monthly) • Economic Development News Eblasts from ED
• New Old Town Marketing Brochure
• Emergency PIO outreach - Most prominent in 2022 was the Fairview Fire (provided continuous updates to the public throughout this emergency) • Video — Temecula Mavericks (Manufacturing in Temecula) • Video — Ride Along (Safety in Temecula)
• Video — Foodie (Extraordinary Culinary in Temecula)
• Video — Economic Forecast City Hall Cribs
• Video — Temecula Manufacturing with CTE/TVUSD Interns — Career Technical Education
• Manufacturing Month Proclamation/Video
• 1-15/ French Valley PKWY Phase 2: Started public outreach campaign including press releases, video, and social media strategies • Caltrans 1-15 Construction: Worked with Caltrans on providing weekly updates to the public
• Old Town Brand: Updated Old Town Brand with new design standards for marketing Old Town
• American Express Shop Small Campaign featuring 5 Arts & Crafts businesses
• Review/draft/edit press releases citywide
• Ongoing updates to website content (multiple pages citywide) • Support Media Services/Channel 3 content
• Mini State of the Cities - Create various City presentations for Mayor and/or City Manager to present City updates throughout 2022 at different organizations upon request (Women's Organization; Economic Forecast; State of Tourism, Rotary Clubs, Mayor's CABEC Conference, HOAs, etc.) CMO: ED/PIO
Social Media - City of Temecula citywide Social Media Platforms - Successfully Produced/Delivered:

City of Temecula Social Media Campaigns & Series:
• 5 Hello Temecula Episodes
• 11 #Temecula Safe Photoshoots
• 5 Shop Small Photoshoots
• 10 New2Town Features
• 3 Innovation Month Features
2022 Milestones for City of Temecula Social Media Platforms:
• 425% more followers than all other CA cities of our size (population) • Became Verified on Twitter
• Hit 29k Followers on Facebook
• Launched City TikTok account
• Hit over 10k views on a Hello Temecula
episode for the first time (Episode 6: 11.6k views)
Year-end Follower Count for City of Temecula Platforms as of 12/1:
• Instagram: 28,000 4 10% increase
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• Facebook: 29,055 4 5% increase
• Twitter: 10,308 --> 5% increase
• YouTube: 2,009 --> 24% increase
Most Popular Posts for City of Temecula Platforms:
• Facebook: Benihana Coming Soon 4 reached 84,651 people, received 3,219 likes & 1,194 comments
• Instagram: Benihana Coming Soon 4 reached 19,694 people, received 2,245 likes & 232 comments
Videos and Reels:
• In 2021, followers spent 18,347 minutes watching our videos. This year, followers spent 27,688 minutes watching our videos. This is a 51 % increase in viewer retention.

Collaborations with Community Partners include:
• Riverside County Sheriff (RSO)
• CHP Temecula
• CalFire
• SCE
• Cal Trans
• TEDxTemecula
• Visit Temecula Valley (VTV)
• Temecula Valley Chamber of Commerce
• Community Emergency Response Team (CERT)
• Temecula Valley Hospital (TVH)
• Mt. San Jacinto College (MSJC) — Temecula
• Small Business Development Center (SBDC)
• Promenade Temecula
• RivCo Workforce Development
CMO: GA/ED/PIO
Events/Activities - Planned/Organized/Hosted or Participated:
• Mayor's State of the City Address - Themed Temecula SAFE o Nonprofit Expo
0 5` Annual Centerpiece Competition

o 60+ centerpieces donated by the Rose Society
• Coffee with Mayor Monthly Outreach Events in 2022
• Pechanga Pu'6ska Mountain Day
• Riverside County's Innovation Month Fast Pitch Finale in partnership with the County, UCR, MSJC, CSUSM, and other surrounding cities • Regional/Annual PIO Luncheon
• 8t" Annual Brokers Breakfast
• EDC Board Meeting/Breakfast at Conference Center
• Retirement Recognition of Founding President/CEO for Visit Temecula Valley
• City Manager hosted monthly Community Leadership Meetings with Temecula partners (Pechanga, TVUSD, Promenade, TVH, VTV, Chamber) • Reality Rally: City Council / Commissions Teams
• ICSC Las Vegas Conference (scheduled 15-20 meetings with businesses)
• EDC FAM Tour
• Planning Commission Tour
• Temecula Valley Job Fair (2)
• Committee Member for Chamber of Commerce State of the City Event • Committee Member for Chamber of Commerce Legislative Summit Event • Committee Member Chamber of Commerce Southwest Regional Economic Forecast
• Blue Ribbon QLMP Meetings/CMO/ED Rep
• City Manager Monthly WRCOG Technical Advisory Committee meetings
• Employee Support: CMO reps at Employee Wellness Committee; Team Pace; Safety Committee
• Planned/Hosted California City Manager Foundation Board meeting in showcase Temecula statewide to various Cities/City Managers Temecula to
• Fentanyl Roundtable with Congressman Issa, Congressman Calvert at City Hall Chambers • 2022 MMASC Annual Conference — City Manager's panel on Vulnerable Leadership: Not an Oxymoron
• Riverside County Office of District Attorney Mike Hestrin, Summit on Homeless Solutions — Keynote Speaker on Temecula's Responsible Compassion Campaign CMO: GA/ED/P1O
City of Temecula Representation - Attended the following representing City of Temecula:
• Over 40 Business/Community Ribbon Cuttings/Dedications • Business Retention Manufacturing Site Visits
• Over 60 New Businesses Site Visits
• Murrieta SOTC
• Menifee SOTC
• Ontario State of the Airport
• Supervisor Washington's State of the District
• 2022 Economic Outlook
• Women in Business 2022- Back to Business
• Visit Temecula Valley's State of Tourism
• Regional Women's Leadership Meeting (SW Riverside County Cities) • Murrieta Temecula Group

CMO: GA/ED/PIO
Special Projects- Lead/Directed
• COVID-19 Pandemic Community Reinvestment Program (CRP) — a comprehensive strategic and transparent outward facing program that is investing $14M over 2 years in Business and Non -Profit Support, Homeless Services, Housing Assistance, unprecedented Behavioral Health support to first responders and public safety personnel assigned to Temecula and Higher Education/Workforce Development • Facilitated the receipt of Intergovernmental Agreement (IGA) funds from Pechanga — $2.5 million was received in January 2022 for the 1-15 Auxiliary Lane project and another $2.5M for the 1-1 5/SR 79 Enhanced Landscaping in addition to the submittal of an IGA Workplan for up to $1.5 million for Rainbow Canyon Pavement Rehab • Negotiated an agreement between the City and Riverside County for continuation of law enforcement services for the City of Temecula as provided by the Riverside County Sheriff's Department for a term of July 1, 2022 through June 30, 2027. • Negotiated an agreement between the City and County of Riverside, through their agreement with CalFire to provide the City of Temecula with fire protection, hazardous materials mitigation, technical rescue response, fire marshal, medical emergency services, and public service assists, with newly added language to share in the cost of the fire engine personnel at Station 95 phased in over a two-year period. The agreement term is July 1, 2022 to June 30, 2025.
• Design, layout, photos and final edited content for 2040 Quality of Life Master Plan (supporting Community Development)
• Old Town Wayfinding Sign Plan (currently in Design Phase) • Auto Dealers Wayfinding Sign Plan (currently in Design Phase) • Custom Temecula Wine Bottle in partnership with South Coast Winery • 12 Film Permits
• 10 Consultant Agreements (Combined CMO: GA/ED)
• New RTA Trolley Agreement for Harveston area shuttle
• 8 Economic Development Sponsorship applicants for FY 22-23 • Updates and distribution of Regional PIO Contact List • Brand/Design of new Old Town American Flag Street Pole Banners • Citywide banners/schedule; Develop new GIS map for all street pole banners in Temecula • Temecula SWAG bag promotional content as needed for CMO (ED) and City Council • Securing WRCOG Fellow to support EDC (obtained funding from 4 cities) • Civic Center leases for Congressional District 50 (Issa), City Attorney, and VTV • Coordinated Pechanga Land Acknowledgment language
CMO: GA - Grants
• FY22-23 Reinvestment in Temecula - City Grant Program- Launched a new and updated nonprofit grant program (in support of the Community Reinvestment Plan) for FY22-23 with a budget 10 times the value as the typical annual Community Service Funding Grant Program (typically 100K now at $1.1 Million). As a result, City Council approved 49 programs of 68 applications. Project includes public outreach, new/updated grant application; new agreements; updated policies; review of 68 grant applications; preparation of 49 grant agreements; overseeing compliance for each grant award and agreement. • FY 22-23 Council Community Service Funding - City Grant Program (discretionary grant funding) - Implemented annual City Council/nonprofit agreements, funding disbursement, oversight and compliance.
• Federal Grant Support / Advocacy - Administrative support/edit/organize. Citywide grant/award submissions (including Jedediah Roundabout, Modular Skatepark, Murrieta Creek, Regional Sports Park); federal lobbying meetings; representative meetings; visits with US Rep Calvert and US Rep Issa; letters of support from State, Regional, Federal Representatives for grant submittals or award applications citywide

CMO: ED - TVEZ
• Launched the TVE2 Rent Waiver Program in support of the City Council's Community Reinvestment Program
• Manage all leases at TVE2
• Hosted the TVE210 Year Anniversary and Grand Reopening with over 50 business professionals in attendance
• Hosted 39 Small Business Training Events
• Assisted 3,305 individuals through workshops in various topic areas including:
o Pre-planning/Start-up Information
o Access to Capital
o Human Resources
o Digital and Social Media Marketing
o Accounting
o Legal
• Partnered with the Inland Empire Small Business Development Center to provide technical assistance to 252 business
professionals in various industries.

Industry Breakdown:
0 21 % Retail
0 17% Service
0 5% Construction
0 4% Manufacturing
0 3% Wholesale
0 50% Other/Unknown
CMO: GA/ED/PIO General:

PIO Outreach List and CMO Contact book. Maintain and update Citywide Media Outreach List with 400 contacts inclusive of local/regional/national media, local contacts, and regional Public Information Officers. These lists are used citywide to publish press releases and media advisories. CMO Contact used for citywide external contacts. • City Flickr account - Maintaining / updating City photos to Flickr. • City Media TVEyes account - Monitor approximately hundreds of media clips per month for Temecula promotional use; clip videos of interest and download. • Budget - Manage FY22-23 operating budgets for City Manager Office, City Council, Community Support Funding, Office of Public Information and Economic Development, and TVE2.

Meetings - Schedule/Reschedule approx. 1,500 appointments throughout 2022 Public Inquiries - Responded/assisted and logged public inquiries to CMO office.

Logged 686+ (some records include multiple contacts)
■ 480 for City Council
■ 205 for City Manager's Office (with 16 for staff or RE Covid) ■ 459 via Email
■ 114 via Phone or VMM
■ 109 via MyCivic App
General - Drafting letters, research, office supplies, meeting supplies/meals, annual personnel reviews, guided City Hall tours; maintain CMO/ED Sharepoint; upload daily CMO updates to SharePoint.

PPT Slides - Prepare CM/CC PowerPoint slides as needed for Council Meetings

TEMECULA CITY CLERK'S OFFICE
2022 YEAR IN REVIEW
Legislative, Operations and Records Divisions
Non -Recurring Items
• Completed the Redistricting of City Districts Post-2020 Census in Consultation with Demographers (Public Noticing, Hearings, Draft Maps, Community Outreach) • Conducted JUN 2022 Primary Election in City (8 Voter Assistance Centers (VAC), 4 Vote Ballot Mail (VBM) Drop Off Locations), Served as VBM Location • Conducted NOV 2022 General Municipal Election in City (8 Voter Assistance Centers (VAC), 4 Vote Ballot Mail (VBM) Drop Off Locations), Served as VBM Location • Prepared / Facilitated Council Adoption of Initial Five Policies of Council Protocol Manual • Prepared / Facilitated Council Adoption of 2022 Biennial Conflict of Interest Code • Facilitated AB 1234 Ethics Training for City Council, Board and Commission Members, and Executive Staff and AB 1661 Harassment Prevention Training for City Council • Worked on the Equity Core Value Adoption in the Quality of Life Master Plan in Consultation with the Council Subcommittee, REDI Commission, Consultants and Community Development
• Recruited and/or Integrated in First Service Three Positions Resulting from Retirements (Records Manager, Management Assistant, Office Specialist) • Completed Professional Certifications: Notary Public for Deputy City Clerk and Records Manager and Certified Diversity Executive for Legislative Director/City Clerk • Presented at ARMA Annual Conference (Records Manager) and Cal Cities, ICMA, MMASC, CCAC Annual Conferences (City Clerk)
Annual Recurring Items
City Council
• Prepared City Council Subcommittee List for Annual Approval and Distribution • Administered City Council Meeting Logistics = 24 Meetings • Processed City Council Meeting Related Documents (Create, Track, Post, Publish, Log):

Agendas = 28 / Minutes = 27 / Resolutions = 82 / Ordinances = 13 • Processed Community Services District Meeting Related Documents (Create, Track, Post, Publish, Log): Agendas = 22 / Minutes = 21 / Resolutions = 5 • Processed Successor Agency to Redevelopment Agency Meeting Related Documents (Create, Track, Post, Publish, Log): Agendas = 3 / Minutes = 2 / Resolutions = 4 • Processed Public Financing Authority Meeting Related Documents (Create, Track, Post, Publish, Log): Agendas = 5 / Minutes = 5 / Resolutions = 14 / Ordinances = 0 • Processed (Create, Amend, Track) Staff Reports for City Council Meetings = 336 Reports
Processed (Create, Amend, Track) Staff Reports for TCSD Meetings = 13 Reports Processed (Create, Amend, Track) Staff Reports for SARDA / TPFA Meetings = 9 Reports
Processed (Create, Amend, Track) Staff Reports for REDI Commission Meetings = 4 Reports

Boards and Commissions
• Prepared Board and Commission Handbook for Annual Approval and Distribution • Facilitated Annual Joint Meetings Between City Council and All Five Boards and Commissions, Coordinated Content and Presentation for REDI Commission • Processed (Notice, Recruitment, Appointment, Orientation) Vacancies for Board and Commissions = 9 (2 Community Services Commission, 2 Planning Commission, 2 Public/Traffic Safety Commission and 3 for Race, Equity, Diversity and Inclusion Commission with total of 29 applicants)
• Processed Race, Equity, Diversity and Inclusion Commission Meeting Related Documents (Create, Track, Post, Publish, Log): Agendas = 11 / Minutes = 10 • Processed Planning Commission Meeting Related documents (Post, Publish, Log):

Agendas = 17 / Minutes = 16 / Resolutions = 33
• Processed Public / Traffic Safety Commission Meeting Related Documents (Post, Publish, Log): Agendas = 8 / Minutes = 7
• Processed Community Services Commission Meeting Related Documents (Post, Publish, Log): Agendas = 10 / Minutes = 8
• Processed Old Town Local Review Board Meeting Related Documents (Post, Publish, Log): Agendas = 1 / Minutes = 0
General Legislative
• Prepared Legislative Platform for Annual Approval and Distribution • Provided Citywide Legislative Updates (Including General Legislation Status, State Regulations, State and Federal Funding, etc.) via Email to City Council and Executive Staff (Does Not Includes Individual / Small Group Legislative Contact Numbering in the Hundreds) = 60
• Processed Statements of Economic Interest (Form 700) / Amendments for City Council, Boards and Commissions and Designated Employees = 66
• Processed Campaign Disclosure Filings (410, 460, 470, 497) for City Council Members and Candidates = 72
General Operations
• Processed (Route, Track, Log) Contracts / Agreements = 299 • Processed (Route, Track, Log) Contract / Agreement Amendments = 68 • Conducted Project Bid Openings / Processed Notice Inviting Bids = 18 • Researched and Prepared Ribbon Cutting / Grand Opening / Anniversary / Academic Achievement / Miscellaneous Certificates = 262
• Researched and Prepared for Presentation Proclamations = 31 • Prepared and Scheduled Presentations from Local Non -Profits and Organizations for City Council and Race, Equity, Diversity and Inclusion Commission Meetings = 19 • Processed (Create, Post, Publish, Log) Cancellations Notices for City Council and Board and Commission Meetings = 29
• Processed (Create, Post, Publish, Log) Committee Meeting Notices = 21 • Processed (Create, Post, Publish and Log) Citywide Newspaper Publications and Public Hearing Notices = 70
• Recorded Documents with the County of Riverside = 64
• Processed (Image, Log, Distribute) General Liability Claims and Litigation = 26 Claims and 6 Litigation
General Records
• Prepared Records Retention Schedule for Annual Approval and Distribution • Administered Annual Records Destruction = 110 Standard boxes 0 Processed, Tracked and Completed Public Records Act Requests = 1,044

• Transferred Records for Disposition (Holding, Scanning or Shredding) = 118 Boxes • Closed Public Records Act Requests in GovQA on Average = 6 Days • Requested Building Plans = 83
• Public Archive Page Views for Public Records Act Requests = 5,292 • Added Files to Building and Safety Laserfiche Folder = 487 • Added Pages to Building and Safety Laserfiche Folder = 3,979 • Added Files to Public Works Laserfiche Folder = 2,531 • Added Pages to Public Works Laserfiche Folder = 35,526 • Added Pages to City Council Agendas Folder = 33,586
• Added Contracts to Laserfiche Folder = 654
• Added Pages to Contracts Laserfiche Folder = 9,353

In 2022, the City of Temecula went through the
redistricting process. Voters from Districts 1, 3,
and 5 will electtheir representative on November
8, 2022. Voters from Districts 2 and 4 will elect
their representative on November 5, 2024.

In 2022, la Ciudad de Temecula pas6 par el
proceso de redistribution de distritos. Los
votantes de los distritos 1, 3, y 5 elegiran a su
representante el 8 de noviembre de 2022. Los
votantes de los distritos 2 y 4 elegiran a su
representante el 5 de noviem bre de 2024.

GENERAL MUNICIPAL ELECTION
ELECC16N MUNICIPAL GENERAL
November 8, 2022 November 8, 2022 November 8, 2022
Distrito 1 Distrito 3 Distrito 5
El 8 de noviembre El 8 de noviembre El de noviembre
de 2022 de 2022 de 2022
November 5, 2024 November5, 2024
Distb 2 Distrito 4
El 5 de novilembre El de noviembre
de 2024 de 2024
To Lookup Your Voting District & Register to Vote
https://TemeculaCA.gov/Election rill

TEMECULA FINANCE DEPARTMENT
2022 YEAR IN REVIEW
• Received the Award for Excellence in Financial Reporting from the Government Finance Officers' Association (GFOA) for the Fiscal Year 2020-21 Annual Comprehensive Financial Report
• Received the California Society of Municipal Finance Officers' (CSMFO) Excellence Awards for the Fiscal Year 2021-22 Annual Operating and Capital Budgets • Received the GFOA's Distinguished Budget Presentation Award for the Fiscal Year 2021- 22 Annual Operating Budget
• Received, for the first time, the California Municipal Treasurer's Association (CMTA) Investment Policy Certification for the City's newly adopted Investment Policy.

Accounting Team
Budget Team
Fiscal Management:
• Prepared and presented a balanced FY22-23 Operating Budget and 5-Year Forecast, with reserves fully funded in all five fiscal years.
• Prepared and presented the City's largest Capital Improvement Program Budget, nearly $800 million over 105 separate projects.
• Deposited an additional $2M into the City's Irrevocable Pension Trust, to offset future increases in the CALPERS Pension rates, increasing the City's pension funded status from 66.8% to 78.6%.
• Updated the City's Investment Policy to align with
State Law and allow for a wider variety of investment
instruments. Also created Investment Strategy to
reinvest funds from LAIF into higher yielding options
and create an investment ladder to meet the City's
liquidity needs. To date, an additional $56,000 in
interest in being earned each month. Once plan is
fully implemented, it is expected to generate an
additional $93,000 in interest earning per month, as
compared to just investing in LAIF.
• Updated Pension and Other -Post -Employment -
Benefits (OPEB) valuation and projections, with the
Return Comparison
$30.6m
New invested
Investments
@4, 17'ayle,d $106,000
return per month
$30.6m
LAIF----ted
$50,000
help of the City's actuarial consultants.
• Provided monthly Treasury and Investment reports to the City Council • Provided monthly List of Demands to the City Council
• Provided quarterly Financial Report updates to the City Council $56,000
additional return per month

•
•
Assisted in the development of the COVID-19 Pandemic Community Reinvestment Program funding categorizations.
fund balance Trends
Submitted timely reporting on the receipt of the
City's ARPA grant funding.

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Developed a Comprehensive Debt Paydown
Strategy to pay off the City's unfunded liabilities
within a 7-year time horizon, without using City
20,OD0,000
Reserves. By Year 15 of the plan, an additional o�
$26M in available fund balance would be
generated to be used for future projects or other
community needs.

Process Improvements:

Year 1 Vear 2 Year 3 Yea, 4 Vear S Year6 Vear I Yeas 8 Vear 9 V 10 11 12 13 14 15
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• Began implementation of the City's new financial software system, Tyler Munis, which will replace the City's existing system that has been in place for over 20 years • Identified ways to automate the input of Journal Entries utilizing an upload feature, saving hours of staff data entry time
• Streamlined investment process to reduce paperwork and utilize online banking capabilities • Began process of implementing Docusign to automate the workflow, review and approval for City agreements
Customer Service:

Business Licenses:
• Issued a total of 7,398 Business Licenses
• Issued 1,524 licenses to newly opened businesses
• 55.3% of Business Licenses were renewed online
• Served 4,209 customers at Cashier counter
• Average wait -time at Cashier counter was 3.18 minutes • Average service duration was 5.58 minutes
Accounts Payables:
• Processed 13,921 invoices
• 42% of invoices paid via electronic funds transfer (EFT) 282 vendors paid via EFT
4,472 invoices paid via EFT
Purchasing:

Issued 1,924 Purchase Orders
Payroll:
• Issued 9,237 Paychecks
• Trained 31 new employees on timekeeping processes
Budget Management:
• Processed 221 Budget Amendments, including 13 separate Council -approved Amendments
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Personnel Management:
• Had three long -tenured employees retire from City service • Hired a new Assistant Director of Finance, Ward Komers, to oversee the Purchasing, Budget, Treasury, and Investment divisions
• Hired a new Fiscal Services Manager, Brigitta Bartha, to oversee the Accounting, General Ledger, Cashiering and Financial Reporting divisions • Reclassified two internal employees to higher level positions • Employed three temporary/project personnel to assist the department and help backfill for the vacant positions
Team -Building:

Payroll Team
• Won the coveted Best Department Halloween Costume and Best Department Halloween Decorations contests.

FINANCE DEPARTMENT
i
2022 BEST GROUPCOSTUME
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HUMAN RESOURCES / RISK MANAGEMENT / EMERGENCY MANAGEMENT 2022 YEAR IN REVIEW
Human Resources
• Negotiated a 4-year MOU with Teamsters Local 911
• Successfully launched new paperless performance management system (Perform) April 2022, created three training guides, held four training sessions, made two major updates to better fit the organization needs
• 243 evaluations completed in Perform
• Updated emergency contact information for all City employees • Attended two in person job fairs where we made contact with roughly 200 potential employees
• Attended Tyler Conference in preparation of the MUNIS implementation • Attended NEOGOV Connect conference where the City of Temecula HR staff was asked to provide testimonials which will be featured on the NEOGOV website • Successfully implemented the Hiring Incentive program for seasonal and hard -to -fill positions
• Successful hiring Incentive results for seasonal staff consist of only 5% of staff leaving before the end of season 2022 versus 30% leaving prior to end of season in the 2021 • Hired 127 employees since January 1, 2022
• Successfully processed 7/1 COLA adjustment for all City employees • Processed 624 personnel transactions including 78 retirements and separations • Revised the onboard ing/orientation process to be more cohesive and comfortable for new employees
• Updated 23 classification specifications to ensure job descriptions are current, accurate and relevant for recruiting and retention purposes
• Created the Trades classification within the Public Works Maintenance Worker series to allow recruitment and hiring of well qualified applicants in specific trades • Reclassified 24 employees identified as working out of class through the annual reclassification process
• Successfully implemented the Health Flex Contribution (HFC) increase for all authorized employees.
• Conducted a special open enrollment period to coincide with the HFC increase and processed 10 related transactions.
• Organized the first in person Health & Wellness Fair since COVID with participation from 25 benefit partners and wellness vendors and approx. 107 employees in attendance. • Processed 187 open enrollment transactions.
• Relaunched WSP Committee meetings.
• Successfully implemented a new and enhanced LegalShield and IDShield plan. • In process of implementing with a new Flexible Spending Account (FSA) and COBRA administrator with a 1/1/23 launch date.
• Developed an improved and streamlined health insurance opt-out/cash-in-lieu process. • Created an Employee Benefit Overview video to promote and educate employees on benefit offerings.
• Enhanced the Employee Assistance Program (EAP) to include 10 counseling sessions instead of 3 with an implementation date of 1/1/23

Risk Management
• Completed multiple revisions of the COVID-19 Prevention Plan, due to changes in the Cal OSHA Emergency Temporary Standard.
• Preparing a revision of the COIVD-19 Prevention Plan to align with the Cal OSHA Permanent Standard.
• Managed multiple COVID cases, work related exposures and outbreaks. As well as many COIVD related leaves.
• Continued to use safety training vendor, Safety Center Inc. for in -person safety trainings. • Continued the Employee Wellness Program in a hybrid environment. Started to develop a fitness center at the FOC for staff to use. Completed updates to the Civic Center Fitness Center, including new equipment, heavier free weights and newer technology. • Developed a Hearing Conservation Program with annual hearing exams for all employees who fall under the Cal OSHA regulation. Over 30 City staff had their hearing tested in August to give a baseline for annual testing. • Continued with Interactive Process meetings for on-the-job injuries. Helping supervisors and employees understand the world of Workers' Compensation. • City property damage cost recovery revenue is estimated to be $100,000 for the year.

• Hepatitis A & B Vaccinations were offered to all staff who may have exposure based on their job duties. Exposed staff were offered the vaccinations or have signed a declination to maintain compliance with the City's Bloodborne Pathogen Program. • Hired a Management Assistant in March 2022 to assist with COVID-19, city training program, agreements, purchasing, A/P and other general office duties. • Implemented Learn, a cloud -based learning management system with NEOGOV, replacing Target Solutions, the City's previous learning management system. Completed department trainings to ensure a smooth transition between learning management systems.
• Scheduled and facilitated Motivational Speaker, Terrance "Miracle" Minnoy, where over 75 employees attended in -person for personal development and growth. • Facilitated virtual Crisis De-escalation trainings for over 80 employees over three sessions. Employees obtained knowledge of how to effectively communicate in and recognize situations that could potentially escalate.
• Coordinated over 15 ergonomic assessments of employee's workstations. Reviewed ergonomic reports, ordered, and installed ergonomic equipment. Over 20 employees have been outfitted with ergonomic standing desks in the past year. • Attended the NEOGOV conference with 4 others from the HR department. Gained additional knowledge on NEOGOV's suite of products and learned about exciting new products and enhancements.
• Attended the National Safety Council Congress and Expo. Participated in safety training classes and networked with other safety professionals.

Office of Emergency Management (OEM):

Field Operations:

Fairview Fire Response:
• Provided support to Riverside County in the establishment of two mass care and shelter sites to support evacuations
• Worked hand -in -hand with the Sheriff's Department and cooperators in developing the evacuation and re-entry strategy
• Attended a Town -Hall meeting in support of pending evacuations of Wine Country • Provided twice daily briefings to the residents of each shelter • Provided up to the minute information to the Mayor, City Council, and Executive Staff on the progress of and issues related to the fire
Program Management:
• Worked hand in hand with the California Ranch Company (CRC) to develop an MOU between the two organizations for the sheltering of large animals. • Awarded a stand-by contract to DRC Emergency Services for Catastrophic Disaster Debris Removal and Services
• Grant Manager
o Successfully closed out the 2 SHSP / 1 EMPG Packages
o Applied for the 1 EMPG Grant and 1 SHSP grants for upcoming years • Internship Program
o The 1St graduated intern has secured employment with the Loma Linda University Health System
o There are currently 3 Interns working with the Emergency Management program and two more pending for early 2023.
• The Emergency Manager continues to build upon future requirements and increasing the budget to meet those requirements.
• Hosted the 2d Annual Temecula Citizen Corps Volunteer Awards Dinner. • Developed the Emergency Management Committee to support the delivery of emergency management programs and requirements to the staff.

Training and Exercises:
• Command Central Notify Training (Mass Notification System) — Training conducted for all members of the Alert & Warning Team
• Conducted the following training events:
o Management Section — Objective Development
o EOC Activation
o Public Safety Power Shutoff (PSPS)
o EOC Activation Exercises
o Section Specific Training — Finance
o Section Specific Training — Logistics (Communications) • Great Shake Out -
o 9 individual events that took place at multiple city facilities to reinforce the strategies and policies used in planning and unplanned evacuations for an earthquake
Hosted a Stop the Bleed training event that was open to all City Staff.

Community Engagement & Outreach:
• The Community Preparedness Backpack Program continues to have a positive impact on the community. In 2022 we saw the purchase of over 200 bags to the community.

• Held the 2nd Annual National Preparedness Fair
• Hosted Outreach Booths in the Community during National Preparedness Month. • Social Media outreach conducted highlighting the preparedness efforts of the city. • Attended the Temecula Fire Department Mini -Muster.

Communications:
• Continued to host a monthly Communications Check and Inventory of all equipment utilizing the radio communications team of the Temecula Citizens Corps (TCC). • Continue to work with the Public Information Officers (PIOs) to campaign for additional enrollment into the Reverse 911 system (Temecula Alert) for emergency real time notifications.

Worked with FEMA to renew City IPAWS (Integrated Public Alert & Warning System) credentials ensuring access to the system for the next three years.

Emergency Operations Center:
• Continued the use of the EOC Action Planning Process for City Sponsored events Planning:

The following plans have been written over the last year. • Mass Care & Shelter Plan
40 Emergency Operations Plan
Local Hazard Mitigation Plan
Continued the role of Grant Manager for the Office of Emergency Management and in support to the Fire Department and CERT Program
F%_
40 TEMECULA FIRE DEPARTMENT
2022 YEAR IN REVIEW
Fire Department:
• Successfully cross trained the field staff to do all types of inspections to make a versatile team.
• Successfully relocated the Fire Explorer and Reserve programs to Fire Station 95 and the program continues to grow.
• Attended training courses this year to help further their advancement in their positions • Successfully (in cooperation of Riverside County Sheriffs Metro Team, Temecula Code enforcement and building department) continues the Old Town Task force for occupant load checks with the bars/restaurants to ensure all businesses are controlling occupant load, and all businesses continue to operate and provide a Temecula Safe environment for their patrons.

Accomplishments:
• Completed the following projects in the City Fire Stations o
Performed roof repairs at all Fire Stations and moved them to an annual maintenance schedule
o
Completed the installation of the new generator at Fire Station 73 o
Preparing plans to go out to bid for the renovation at Fire Station 84. The plans are at 90%
• Calls of service for Battalion 15, Temecula Division to date is 9,456:
0 8 Commercial Fires
0 856 False Alarm
0 36 Haz Mat
0 7,014 Medical Aids
0 2 Multi-Fam Dwelling Fire
0 63 Other Fire
0 91 Other Misc.
0 463 Public Service Assist
0 32 Residential Fire
0 27 Rescue
0 25 Ringing Alarm
0 79 Standby
0 716 Traffic Collision
0 21 Vehicle Fire
0 23 Wildland Fire
One of the bigger accomplishments this year was the re -working of our community outreach programs. We have successfully introduced to the community a few different ways to educate our community on how to be fire safe and prevent fires. o The introduction of the brand-new Fire Prevention Inflatable house

o New Mini Muster trials — this will be an annual program and we will also be touring the school district with this program
'IF
o Winter Wonderland
• The annual inspection program continues to meet the state mandated inspections and fulfill the requirements of SB1205. Temecula Fire successfully completed 1,036 initial inspections with 447 follow up inspections

• Staff helps to educate business owners when it comes to any violations and how to correct them. We want them to know the importance and safety precautions and why any said items are required to be fixed and/or repaired. We are here to help our community and enjoy doing so.
• New construction and tenant improvement work has been steady throughout the year.

The prevention team has pulled together on several occasions to make sure large-scale projects stay on track and continue to work with the contractors to ensure all life safety measures are being met.
• Staff has continued to evolve with the new way of handling plans and contractors, since now everything is electronic. By doing this, we have found it to be much more efficient and are continuing to grow and educate ourselves with all the changes. Contractors like the changes, and it has streamlined the process for all parties. • Completed to date:
0 1,693 Fire plan checks
0 79 Public Works plan checks
0 3,788 Building plan checks and Planning applications reviewed 0 4,025 New construction inspections
0 3,048 Annual inspections
0 2,401 State Mandated inspections
• We continue to work with the TVUSD to ensure all school staff members that are required to have CPR/First Aid certification receive training from the local first responders.
• In cooperation with Mikel Alford in Emergency Management, and Fire staff, we coordinated training for the Temecula Valley Hospital staff in the Stop the Bleed program.
• The Temecula Citizens Corps is continuing to grow with the support of the City and Chief Crater:
o Volunteer staff is up to 43 members
o New uniforms were issued this year to create uniformity 0 2,500 hours of volunteer work
0 4 C.E.R.T. classes for Adults and Teens completed

Completed to date:
o 294 CPR students
0 171 First Aid students
0 143 Stop the Bleed students
0 14 Basic Extinguisher students
0 26 Adult Community Emergency Response Team students
0 42 Teen Community Emergency Response Team students

TEMECULA POLICE DEPARTMENT (RSO)
2022 YEAR IN REVIEW
Accomplishments
• All deputies were outfitted with RATS tourniquets, which allow for one -handed application as opposed to a traditional windlass that requires two hands to apply. • All deputies were outfitted with new earpieces for use with their Motorola HTs. This improves safety as all radio communication is directed into the ear as opposed to a speaker that others can hear.
• With the trafficking of methamphetamines, heroin, and the deadly threats of fentanyl, and carfentanil impacting our community, we need to quickly identify suspected narcotics in the field to help keep drugs, and drug dealers, off the streets. The Thermo Scientific TruNarc Handheld Narcotics Analyzer enables deputies to scan more than 498 suspected controlled substances in a single, definitive test without ever having to open a suspected package. Purchased Two TruNarc Units.
• Purchased Automated External Defibrillators (AED) for all patrol units. • A new refrigerator was purchased and placed in the booking area for bottled water. • Acquired a new vending machine, providing healthy food and beverage options for staff. • Purchased breaching kits for all patrol units.
• Purchased telescopic ladders for all patrol units.
• Purchased bulletproof blankets for all patrol units.
• Conducted Active Shooter Training for the entire Station. • Received funding for a new report writing room renovation. • Remodel of the Old Town Police Department, which will house the Metro Team. • Relocation of the newly created CORE Team to City Hall. • Axon Body Worn Camera (BWC) rollout for electronic evidence submission to District Attorney.
• Expanded the Flock Camera System in the city and the unincorporated area of French Valley.
• Criminal Transient Enforcement property placement shelves. • Placing of Narcan/Kloxxado around the station and substations for fentanyl exposure. • A very successful and well -attended National Night Out in front of City Hall.

Programs
Implementation of a city Community, Outreach, Resources, and Engagement Team (CORE). The CORE Team is a premier community -orientated policing and problem - solving unit that develops meaningful and sustainable relationships throughout the

community, and is committed to providing first-class service to promote the city's mission and values to the community. The CORE Team recognizes that community engagement is essential to building a safer and happier city.

Implementation of the Burglary —Robbery Suppression Team (BST-RST). BST-RST hit the streets in November of 2022. Burglaries are one of the top crimes affecting Temecula and the surrounding areas. To help combat this problem, the Burglary — Robbery Suppression Team was formed to focus solely on burglaries and robberies.

They handle all burglaries, vehicle, residential, and commercial. The team of two deputies, two investigators, and a sergeant work together to target the neighborhoods in the contract city of Temecula and the unincorporated areas. They have the expertise and ability to conduct burglary —robbery investigations from start to finish. BST-RST begins with the initial report or by conducting follow-up and then follows through to the arrest of the suspect(s) involved and recovery of the stolen property. They will identify individual burglars and burglary groups and conduct surveillance to gain information on crime trends and patterns. The team is focused primarily on burglary and robbery enforcement efforts.

Services
Temecula Sheriff's continues to have full law enforcement services at the Temecula Mall Substation and the Old Town Substation at City Hall
Temecula Sheriff's continues to have a presence and office space at the Community Recreation Center at Ronald Reagan Sports Park
2022 Statistics
Patrol Division
• Total Temecula calls for service — 84,914
• Average response time to priority calls — 7.14 minutes • High -priority calls for service — 860
Volunteer Services
• Maintained increased Volunteer Forces
• Total Volunteer hours — 7,986
HOT Team
Incorporated into the CORE Team in MAY 2022
Outreach Attempts — 78
• Homeless and SWAG Street Exits — 27
• Arrests — 322
• Consistently assisting SET, INV & GTF, and supplementing patrol METRO Team
• Arrests — 802
• Consistently assisting SET, INV & GTF, and supplementing patrol Special Enforcement Team
• Search Warrants — 95
• Arrests — 588
• Consistently Assisting METRO, CORE, GTF, INV, and supplementing patrol CORE Team
Formed in May 2022
Outreach Attempts — 10

• Homeless and SWAG Street Exits
—6
• Arrests — 133
• Search Warrants — 1
• Consistently assisting SET,
INV & GTF, and
supplementing patrol
Investigations
• Cases assigned — 374
• Cases closed — 437
• Cases filed with DA — 47
• Arrests — 47
• Search Warrants — 222
Traffic
• Citations issued — 15,660
• Commercial Enforcement citations
issued — 323
• DUI arrests — 380
• DUI Checkpoints conducted — 8
• Injury traffic collisions — 236
Promenade Mall
• Arrests — 165
• Calls for service — 2,469
• Citations

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INFORMATION TECHNOLOGY AND SUPPORT SERVICES
2022 YEAR IN REVIEW
Departmental
• 2022 Municipal Information Systems Association of California (MISAC) Excellence in IT Practices Award
• 2022 Nationwide Cybersecurity Review (NCSR)
• Surveillance System Policy Legal Review and Update
Cyber Security
• Completed the Lifecycle of Network Firewalls
• Provided End -user Cyber Security Training Through Email Phishing Campaigns and Cyber Awareness Videos
• Upgraded Enterprise Endpoint Protection (Virus Scanner) • Antivirus Blocked 6,000 Threats
• Firewall blocked 900 million Threats
Network Infrastructure
• Old Town Wi-Fi Provided Internet to over 44,000 Visitors • Internet Speed and Wi-Fi Upgrades at Various City Facilities, Including:
o City Hall
o Skate Park
o CRC
o Patricia H. Birdsall Sports Park
o MRC
• Support of the City's Phone System
o Over 157,000 Inbound Calls
o Over 70,000 Outbound Calls
• ShoreTel Phone System Hardware Replacement
• Reconfigure TCC, Theater and Senior Center Data Closets • Implemented a New Traffic Network in Conjunction with the Public Works Traffic Division • Temecula PD Reconfigure
o New Fiber Run from PD Old Town to Data Center
o Reconfigured Old Town Storefront to Meet Additional Network Requirements of the METRO team
o Configure Five Workstations Within City Hall for the Core Team • Improved network Resilience Adding Redundancy to the Core Switches • Decommissioning of All Legacy Servers

Tech Support
• Monitor Lifecycle Replacement
• Computer Lifecycle Replacement
• Received Nearly 400 Calls to Helpdesk
• Processed Over 2,100 Helpdesk Tickets Submitted
Enterprise Application Services
• Improved Business License Workflow & Automations
• Applied Major Version Upgrades to Asset Management, Records, and Financial Software Applications
• Built and Configured Infrastructure for New Financial System Implementation • Designed and Tested Automation for Electronic Permanent Public Records Transfer • Started Pilot Program for Citywide Microsoft Teams adoption • Configured Metadata Cleanup Automations for APN Record Search via GIS • Redesigned Employee Benefit Enrollment Electronic Form • Participated as Advisors in TVUSD's Career Technical Education "CTE" Information and Communication Technologies Program
• Configured and Tested Permitting & Land Management KPI Executive Insights Tool Geographic Information Systems (GIS)
• Citywide Beautification Project — Phase I
• Produced Various Maps for Holidays and Special Events o Christmas
o Fourth of July
o Halloween
o Rod Run
o Santa's Electric Light Parade
• Assisted With Mapping and Data Collection for Citywide Projects 0 79 Policy Area
o Flock Camera Map
o Utility Box Art Map
o Inlets Map
o Pickleball Maps
o Zone of Negative Influence (Wildlife Corridor) Maps
o Vacant Properties Project
o SMER Maps
o RTA Stops and Routes
o Pump Track Exhibits
o Fiber Optic Cables
o Blue Ribbon Committee Meeting Maps
o Council District Map Update
o Pavement Management 2022
o Uptown Specific Plan Maps

o
Local Hazard Mitigation Mapping/Statistics
• New or Updated Web Maps
o
EOC Dashboard
o
CIP Storymap
o
Weed Abatement App
o
Temecula Benchmark App
o
Park Map Video Flythrough
o
Council District Lookup
o
3D Old Town Exhibit
o
Activity Guide
o
Temecula Creek Trail Animation
o
Beautification Storymap
o
Am I in the City App
• Outreach
o
ESRI Map Gallery submission
o
GIS Day 2022
Support Services
• Front Reception Services
o Call Volume
■ Received Over 25,000 Calls
■ Maintained an Average Call Duration of Approximately 1:20 minutes o Department Support
■ Supported Finance by Assisting with Business License Renewal Notification
• Central Services
o Installed 8 New or Replacement Copy Machines
o Installed a New Plotter
o Printing services
■ Approximately 2,700 plans and posters printed
■ Approximately 1.4 million copies made
o Mail and Shipping
■ Processed Approximately 28,000 outgoing USPS mail pieces ■ Delivered Approximately 20,000 incoming USPS mail pieces ■ Delivered Approximately 2,200 packages received via Fed Ex, UPS, and Amazon
Media Services
• Website Accessibility Enhancement
• Completed an RFP for the Old Town Sound System Upgrade • Television Station Equipment Replacement
• Live Stream Closed Captioning

• Participated as an Advisor in TVUSD's Career Technical Education (CTE) Arts, Media and Entertainment Program
• Video Production — Over 100 videos produced, 50 drone missions flown o Public Meetings
■ 46 Board and commission meetings
■ 24 Council Meetings
■ 5 Quality of Life Master Plan Blue Ribbon meetings
o Special Events
■ State of the City Address support and drone footage
■ State of Tourism Address
■ Mini State of the City Addresses
■ Pechanga Pu'eska Mountain Day
■ Women's Career Conference
■ Virtual College Fair
■ 4th of July Parade
■ Santa's Electric Light Parade
■ 2022 Economic Forecast Cribs video
■ Motivational Speaker - Terrance "Miracle" Minnoy
■ Read Across America
o Groundbreakings and Ribbon Cuttings
■ Utility Box Art Project Ribbon Cutting
■ Ronald Reagan Sports Park Concession Stand Ribbon Cutting ■ Santa Gertrudis Creek Interconnect Trail Ribbon Cutting ■ Old Town Temecula Creek Walk Ribbon Cutting
■ Wolf Creek Park Mini Pump Track Ribbon Cutting
■ Margarita Recreation Center Groundbreaking
■ TVE2 Ribbon Cutting
■ Las Haciendas Groundbreaking
o Drone Missions
■ GIS Day - Drone Demonstration
■ City Council Vacant Land Workshop Presentation — 14 Sites ■ 3 Around and About Temecula drone footage
■ 13 weekly MRC Construction flights
■ State of the City/State of Tourism footage
■ Temecula Creek/Walmart Fire Survey footage
■ Temecula Creek Grant Application Footage
■ Sports Ranch at Sommers Bend Completion Footage and Aerial ■ 7 TCSD Events
• Summer Concert Series
• Pump Track National Championships
• Build Your Own Boat Regatta
• Art and Street Painting Festival
• National Night Out
• FIT Fun Color Run

• Ice Rink Timelapse
■ Outreach
• 6 Episodes of Hello Temecula
• 1-15 FVP2 Freeway Closure PSA
• National Night Out PSA
• 2022 Council Candidates Forum
Surveillance and Security Systems
• Citywide Surveillance (Ongoing)
o Installation of cameras at RRSP New Restroom
• Completion of Surveillance Projects at the Park and Ride, Ronald Regan Sports Park, and the Old Town Police Station
• Margarita Recreation Center Surveillance and Security Systems CIP • Traffic Intersection; Cameras, Fiber, Switching, and Controllers • One -Way Audio Pilot Project
Library Technology Service
• Support to Patron Computers
• Increased the Speed and Performance of the Library Public Computers • Lifecycle replacement of all OPACS at the library
• Provided Wi-Fi Service to Over 11,000 Library Patrons Employee of the Year 2o&
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TEMECULA COMMUNITY SERVICES DEPARTMENT
2022 YEAR IN REVIEW
As we approach the end of another memorable and successful year, Temecula's Community Services Department (TCSD) proudly lists the following as examples of how we help create high -quality community pride through people, parks, and programs:

Administrative Services (AS)
• Thoroughly reviewed the Department budget resulting in reduced expenditures and an increase in revenue projections as programs and facilities are now fully operational. • Initiated meetings with the Division managers to prepare and track expenditures and staffing on a quarterly basis.
• Successfully restructured the Administrative Services process of contract routing which resulted in an increase in accuracy and efficiency.
• Collaborated with Public Works and moved into the project phase of relocating and enhancing the dog park at Michael `Mike' Naggar Community Park. • Created a searchable database of the Community Services Master Plan recommendations.
• Created a Department Grant Submission Calendar.
• In partnership with Community Development, Administrative Services calculated seven Quimby fees for current housing development plans.

Aquatics (A)
• Served over 140,000 patrons between all three pools; taught over 4,000 swim lessons; 103 special needs swim lessons; 15,515 lap swimmers; provided exercise classes to over 1,400 participants; and taught Lifeguard, Lifeguard Instructor, and Water Safety Instructor classes to 167 participants:
o Grand Total: 141,196 (including spectators and rental groups) o Youth Swim Lessons: 4,047
o Adaptive Lessons: 103
o Lap Swim: 15,515
o Water Exercise: 1,416
o Public Swim: 13,524
o LG / WSI / LGI Classes: 167
• Swim Lessons:
o Provided a record number of over 4,100 swim lessons to participants of all ages and abilities.
o Partnered with First 5 Riverside to provide swim lesson scholarships to 86 children ages 5 and under from low-income families.
o Brought Adaptive Swim Lessons back to their pre-COVID operation and provided swim lessons to 103 children with special needs.
• Classes:
o Reintroduced the Introduction to Water Polo class with 57 participants who learned the basics of water polo through an eight -week class.

o Offered 57 water exercise classes including Aqua Fit; Deep Water Aerobics; Water Walking; Aqua Combo; Shallow Water Aerobics; and Aquacise to 1,416 participants.
o Maintained a lap swim lane reservation system enabling patrons to reserve and pay online.
o Successfully moved programming from Chaparral High School (CHS) to Temecula Valley High School (TVHS) for the summer season due to major renovations at the CHS location. TVHS was used for swim lessons, lap swim and swim team.
o Provided a record number of 19 American Red Cross courses for staff and community members, including Lifeguarding; WSI; Lifeguarding Instructor; and Title 22 Advanced First Aid.

Staffing:
o Successfully staffed the Eagle Soar Splash Pad located at Michael `Mike' Naggar Community Park since March, with total attendance over 35,000. o Hosted Temecula's third Aquatics Hiring Workshop to share job opportunities in the Aquatics division with teens and parents. 33 potential employees (and their parents) attended and learned about the hiring process, work environment, and the benefits of working at the City of Temecula.
o Hosted Aquatics Tryout Clinic and Practice Days to help improve applicant's skills and let them experience a mock tryout with feedback (43 participants). o Hired 33 new team members who joined 43 returning team members in May 2022 and had a full staff of 76 for the summer season.
o Created Bring a Friend to Work Day for current team members to bring potential employees to work, experience the environment, and create a connection to help with recruiting efforts.
o Staff completed over 5,000 hours of training throughout the year. Training topics include water rescues, CPR, using an AED, administering emergency oxygen, treating sudden illnesses, taking a patient history, advanced first aid, spinal injury management, head injury protocols, general policies and procedures, mandated reporter training, workplace practices training, swim lesson instruction, and emergency management.

Volunteers:
o Junior Lifeguard Program held for two different age groups this summer.

Students in the 10-13 age group received certifications in Junior Lifeguarding and Longfellow Whale Tales Water Safety. Students in the 13-16 age group assisted with swim lessons and were certified in CPR/First Aid and Water Safety Instructor Aid (53 total participants).
o Brought the Swim Buddy Program back after a pause during COVID and had 52 volunteers assist with Adaptive Swim Lessons.
o Junior Lifeguards and Swim Buddies volunteered over 2,800 hours assisting with public swim and swim lessons.

Presentations:
o Assisted with a large-scale Sidewalk CPR event at Great Oak High School on April 20, 2022 (with Matt Hayes, Mikel Alford, FIRE, and Temecula Valley Hospital) to teach over 500 high school students basic CPR. o Conducted presentations about water safety at Safety Town — an interactive safety -awareness course for children put on by Temecula Sunrise Rotary. Staff conducted four 30-minute presentations for approximately 80 children.

X
Conducted water safety presentations for over 500 children ages 1 to 5 years old at ABC Childcare Center and ABC Village. The small
group presentation used song and dance to introduce
valuable water safety information.

Special Events:
o Hosted the first annual Water Safety Event at the
Community Recreation Center to educate community
members about water safety. This event was held on
Friday, May 27, 2022, with over 150 participants and
was put on in collaboration with the Inland Empire
Water Safety Task Force; Stop Drowning Now;
CalFire; and Temecula Valley Hospital.

Awards:
o Earned 2022 Best of Aquatics for Excellence in
Lifeguard Management from Aquatics International
Magazine.

Arts, Culture & Entertainment (ACE)
• Successfully solicited, curated, and implemented the first phase of Temecula's comprehensive Public Art Program, the Utility Box Art Program in Old Town Temecula, featuring 20 Utility Boxes decorated with 24 art pieces. • Offered the community seven new Emerging Artist Murals featuring large-scale, temporary installations by local artists with diverse topics: Martin Luther King's "I Have a Dream" speech; Earth Day; Animals of the Temecula Valley; America The Beautiful, Fall Colors; Grandpa's Wisdom; Native American Heritage Month; and Christmas Around The World (included a community paint component).
• Organized a Temecula Valley Unified High School Student Art Showcase and Reception displayed at the CRC.
• Organized the 15t" Annual Ralph Love Plein Air Competition exhibit and reception to an online format with a record 24 artists contributing 31 beautiful artworks featuring their artistic view of landscapes of Temecula.
• Temecula Cultural Arts Map acknowledged with a Marketing and Communications Award of Excellence and participated in a Best of the Best event at the 2022 CPRS Annual Conference in Sacramento, CA.
• Worked with ITSS / GIS Division to develop virtual maps detailing the Old Town Temecula Utility Box Art Program and the City of Temecula's Public and Cultural Arts locations.
• Worked with TCSD's Community Outreach Division to create a Scavenger Hunt in conjunction with the Old Town Temecula Utility Box Art Program project, and to create an Agents of Discovery online game.
• Offered the monthly First Fridays' Art Off The Walls in The Gallery at The Merc and The Lot on Main and successfully transitioned oversight from TCSD's Special Events Team back to TVM's ACE Team operations beginning in April of 2022. Since then, a total of

111 total artist booths (an average of 14 per event) were used for various artists to display and sell their work at no cost to the artists.
• Coordinated 27 art gallery installations at Ronald H. Roberts Temecula Public Library; Civic Center Gallery; The Gallery at The Merc; and Temecula Valley Museum Rotunda Gallery.
• Conducted Art Gallery receptions, operating in conjunction with Art Off The Walls for various artists to showcase their talents, including nine individual artists and three artist groups, including Dorland Mountain Arts Colony; Temecula Valley Arts League; and Temecula Creates City of Temecula Art Instructors student art at The Merc. • Offered the first Temecula Street Piano Experience to Old Town Temecula visitors and patrons attending Art Off The Walls (November 2022).

Community Recreation Center (CRC) & Ronald Reagan Sports Park (RRSP) Community Recreation Center (CRC):
o Worked with PW/CIP Division to coordinate temporary closure in October 2022 to prepare for renovations to the building (November 2022 — April 2023). o Improvements to the building include a new roof, new flooring throughout the facility, improvements to the kitchen, and some ADA upgrades.

Teen Zone:
o Theme Box: The Teen Zone curated monthly theme boxes all year. Boxes include crafts, activities, and games for teens to complete independently. o Teen Zone memberships continued to increase this year. o The Teen Zone extended its Teen Zone hours to 8:00 pm on weeknights. o Teen Basketball reopened this year, and it was a huge hit. o The Teen Zone moved to the Ronald H. Roberts Temecula Public Library in October due to the CRC closing for renovations. CRC Staff continued providing crafts, games, and activities for Teens on Tuesdays at the Library. o On Thursdays, Teen Zone was held at the Skate Park, where staff engaged with the kids playing outdoor games and activities.

Summer Day Camp (SDC):
o Operated filled -to -capacity SDC from June 6 — August 12, 2022, with 120 daily campers (ages 6-14) and 30 volunteers engaged in recreation activities such as crafts, sports, games, swimming, field trips, camp Olympics, and a camp carnival. It was a successful summer.

• Color Run:
o The CRC hosted the 6"' Annual F.l. T. Fun Color Run at the Ronald Reagan Sports Park (September 25, 2022), the Valley's most fun 5k Run with music and color stations throughout the course; a kid's obstacle course; bounce house zone; face painters; Kona Ice; balloon artist; and sponsor/vendor area. A record 900+ runners registered, and an estimated total of over 2,250 were in attendance.

Skate Park (TSP):
o TSP hosted bi-monthly Scooter Jams that featured prize drawings, music, and refreshments for ages 17 and under.

Response to COVID-19:
o Continued partnership with Riverside Country Public Health and Curative to provide free COVID-19 testing at the Ronald Reagan Sports Park. CRC staff coordinated parking and signage. This program went from January — October 2022.
• Rentals and Classes:
o Rentals for City -sponsored groups and private groups resumed this year at the CRC.
o Continued to offer contract classes as well.

Community Outreach (CO)
Earned Temecula 2022 DigiFest Honorable Mention and People's Choice Award for Temecula's City Founders Website Design/Professional Category.

Produced and launched four episodes of Around & About Temecula:
0 7,000+ Facebook, Instagram, and YouTube total views to date for Episodes 24 through 28.
0 70,000+ Facebook, Instagram, and YouTube views to date for all 28 Episodes.

Created, produced, and released eight new episodes of Around & About Temecula — Park Adventures Series, a series that highlights every park in the City of Temecula.

They have received a combined 9,641 views on Facebook, Instagram, and YouTube.

• Increased TCSD Facebook Followers by 34%, to 5,636.
• Increased TCSD Instagram Followers by 40%, to 5,362. TCSD's Media Team began posting on Instagram daily, as this platform has been growing in popularity. • Facebook Reach: 119,584 (+36.7%) Instagram Reach: 122,628 (+122.7%) • Created 48 successful Instagram Reels increasing viewership and follows (over 243,000 Views).
• Created 171 Stories increasing viewership and follows (over 75,500 Reaches). • Assisted, created, edited, and issued 65 Press Releases, keeping residents up to date on all virtual, hybrid, and in -person events, programs, and activities. • Team TCSD's collective efforts are focused on introducing and promoting the NEW Special Event: Temecula CultureFest throughout MAR -APR -MAY 2022 with a comprehensive, branded promotional campaign including a new logo created in-house. • Successfully released Path of Honor Social Media Campaign resulting in 42 new Veteran pavers being inducted into the path, breaking the previous year's record of 36. • Successfully released Military Banner Program Social Media Campaign resulting in 25 new Military Banners being inducted to the Military Banner Program outside the Civic Center.
• Community Outreach Team presented a California Park & Recreation Society (CPRS) Webinar (July 2022) with 51 participants from cities and counties all around California and received positive feedback. Scheduled to present this education session in -person at the Annual CPRS Conference in San Diego (April 2023). • Attended numerous 2022 special events setting up a Community Outreach Booth.

Events included, three Summer Concerts, F.I.T. Fun Color Run, 6'h Anniversary of Vail Headquarters hosted by the Temecula Historical Society, and more. These booths allow us to have face to face interaction with our community. • Created and presented Sister City Miss You video to our friends in Daisen, Japan. They loved the video and aired it on their social media outlets in Daisen to help promote the program until we can all meet again (February 2022).
• Produced and provided 2022 TCSD Homeless Outreach video for Temecula's State of the City as requested by the City Manager's Office (May 2022). • Created another two episodes of the Temecula Alumni Series featuring Mayor Matt Rahn; Former City Council Member Mike Naggar; and Senator Jeff Stone (May 2022). • Created video to honor 2022 Path of Honor paver inductees with an introduction by Mr.

Michael Bircumshaw, program Executive Director (November 2022). • Processed and served as liaison for IE Film Permit at Temecula's Pump Track for Shooters Films LLC (Yvolution: Velo Bikes Commercial).
• Created a Temecula Community Services Social Media Policy to streamline Departmental communication with the public and to ensure professionalism and consistency. This policy will operate under the City of Temecula's Social Media Policy, but with specific guidelines for TCSD and the divisions that use Social Media outlets. • Designed logos for various Departments and Divisions including: Temecula CultureFest; Temecula Employee Wellness Fair. Power Up (Human Resources); Temecula Welcome Center; and Temecula Adult Sports Leagues (basketball and kickball). • Supported various Divisions in graphic design, branding, and marketing materials promoting programs and activities, including numerous social media posts, flyers, posters, eblasts, logos, websites, brochure design, and invitations. • Secured $2,000+ in Sponsorship donations for 2022 F.I.T. Fun Color Run.

Contract Classes / Recreation Software / Activity Guide / Jefferson Recreation Center / Harveston Community Park Room (CC / RS / AG / JRC / HCPR) • Contract Classes:
o Successfully programmed 3,800 Contract Class offerings for all ages:
• Interests included offerings for Summer & Spring Break Camps, Preschool Enrichment, Youth & Teen Enrichment, Sports & Fitness, Performing Arts, Visual Arts, Special Needs, Seniors, and Adult Enrichment. o Approximately 11,500 participants attended a Contract Class throughout the year. o Approximate revenue generated from Contract Classes was $1,000,000. o Continued with COVID recovery efforts to bring back Contract Class programs cancelled during the pandemic.
o Managed instruction and performance of 30 Contract Instructors throughout the year. o Hired the following new Contract instructors to teach programs:
• Robert Bryant — Youth & Adult Tennis
• Heidi & Ken Betts — Youth Tennis
• Lauren Gillmore — Stroller Strides
Recreation Software / CivicRec:
o Continued implementation and oversight of the CivicRec Recreation Software System to streamline process for staff and enhance customer service experience for the public.
o Software is used by the public for all class and program registrations, special events, and Aquatics programs; and utilized for reservations for picnic shelters, facility rentals, lap swim, and field permits.
o Successfully added the new Sports Ranch @ Sommers Bend for field reservations to the software system.
o Added two new locations available for lap swim reservations at TES and TVHS pools.
o Effectively and efficiently processed online and in -person transactions as follows:
• Approximately 55,000 transactions were processed during the calendar year.

• Software system successfully processed $2,700,000 of department revenue.

TCSD Activity Guide / Marketing:
o Improved the overall branding and design style of Contract Class flyers, e-mail blasts, and Social Media campaigns.
o Successfully designed and distributed 52-page Summer/Fall 2022 and Winter/Spring 2023 Activity Guides highlighting all TCSD programs and services available online and were sent by mail to all residents of Temecula.

Jefferson Recreation Center (JRC):
o Successfully managed operations and facility use of the Jefferson Recreation Center.
o Offered approximately 700 classes for the community at this location.

Harveston Community Park Room (HCPR):
o Successfully managed operations and facility use of the Harveston Community Park Room.
o Relocated many programs to this location previously held at the MRC due to facility closure.
o Offered approximately 500 classes for this community at the location. o Started CIP discussions for future renovation of the Harveston Community Park Room due to increased demand for programming at this location.

Homeless Outreach (HO)
• Conducted 2022 Riverside County PIT Count, resulting in an official homeless count of 28 unsheltered individuals, resulting in the largest decrease (53%) in the County. • Participating in the 2023 Riverside County PIT Count planning process. • Successfully assisted 76+ individuals exiting Temecula streets in collaboration with CORE Team; Social Work Action Group (SWAG); and CMOH/other non-profit partners. • Cleared over 60 dangerous & unhealthy encampments in coordination with Public Works and Code Enforcement.
• Assisted 15 families utilizing $27,817 of CDBG funded financial assistance as part of Homeless Prevention and Diversion Program.
• Utilized CDBG-CV funding to launch Temecula's first Bridge Housing Program. • Assembled and distributed hygiene kits to homeless individuals throughout the City of Temecula.
• Hosted In -Reach Event at Temecula's Help Center to connect homeless clients directly with service providers.
• Coordinated monthly collaborative meetings at Help Centerwith SWAG; CORE; Community Mission of Hope (CMOH); and Project TOUCH.
• Negotiated with RUHS to provide a full-time mobile crisis management team to assist homeless and vulnerable residents with mental health crisis services, at no cost to the City beginning in early 2023.

Inclusive Services (IS)
• Throughout the year staff planned events, meetings, and activities for Inclusive Programs:
o High Hopes and SKIP Programs met at least once per month and meetings consisted of various activities including dances, games, artwork, crafts, outdoor enrichment, holiday parties and celebrations, and much more.

o Global Citizens Horticulture & Viticulture Vocational Program met twice per week during the Spring and Fall program sessions, and participants received completion certificates after each program session.
■ Global Citizens activities included field excursions to local vineyards (Spero and Wilson Creek), gardening at the MPSC Community Garden, resume building, Food Handler's Certification, and much more. o Inclusive Social Skills Program:
■ Expanded programming to include Friendship Park as an additional site during the Spring, and expanded program Fall hours.
■ Held Spring, Summer, and Fall sessions of the Eagle Soar Playground and Splash Pad Inclusive Social Skills Program at the Michael `Mike' Naggar Community Park.
■ Partnership with the disABILITY Sports Foundation provided adaptive sports play and various enrichment activities for families and children with disabilities.
■ Held an Autism Awareness Day at the Park, as well as Down Syndrome Awareness Day.
o Youth Advisory Council (YAC) met once per week and students engaged in actively serving the community including the following programs:
■ YAC Holiday Food Drive: YAC students planned a Holiday Food Drive to benefit the Temecula Noon Rotary which then used proceeds to benefit the senior community with over 750 food items gathered during November 2022 Food Drive.
■ YAC assisted in the annual Health & Community Resource Fair. ■ YAC participated in Earth Week through Adopt -A -Park services. ■ YAC assisted with sports and activities at the Inclusive Social Skills Program at Friendship Park.
■ YAC partook in a Resume Workshop and learned how to build a strong resume.
■ YAC facilitated the Quality of Life Master Plan Blue Ribbon Teen Focus Group.

Summer Food Service Program (SFSP):
o Offered free meals three times per week, serving over 2,800 meals over a seven - week program. Meals served increased by 30% this year.

Expansion of Inclusive Volunteer, Internship, and Workforce Programs:
o Working with three local supported employment programs to facilitate community centered volunteer opportunities for disabilities with special needs: CareRite; Cole Vocational; and Toward Maximum Independence.
o Hired an intern through the Paid Internship Program funded by Inland Regional Center as part of the Easter Seals Program.

Mary Phillips Senior Center (MPSC)
• Served on average over 1,250 meals monthly as congregate Senior Meals. This is more than one -and -a -half times the amount served monthly pre -pandemic. • Cool and Warm Center:
o MPSC provides seniors and vulnerable populations with a safe place to escape extreme temperatures. Participants of this program were provided with snacks, water, fans, hats, and sanitizers.
o The Cool Center Season of 2022 at the MPSC accommodated 1,625 participants.
• Health & Community Resource Fair:
o Over 100 health and wellness vendors provided resources, screenings, and giveaways to community members.
o This year the Health & Community Resource Fair featured Open Streets for all to enjoy walkable areas, bicycle-themed activities, demos, and booths. o Rewarded sponsorship funds from Inland Empire Health Agency. • MPSC conducted the Loma Linda Senior Needs Assessment Focus Group as a part of the Temecula Sunrise Rotary grant opportunity.
• Monthly Health Screenings:
o Free monthly Health Screenings at the MPSC hosted by Dr. Richard C. Lamm. • Screenings change each month and include peripheral arterial disease; bone density; facial skin analyzer; glucose; fat analysis; and more. • Earthquake & Emergency Preparedness Kits:
o Free Earthquake & Emergency Preparedness Kits were distributed to all the MPSC seniors who participated in the annual Earthquake Drill. o The kits came from the City of Temecula's Emergency Operation Center and were sponsored by the Veterans of Foreign Wars California Motorcycle Club. • Thanksgiving Baskets:
o A total of 65 seniors received a Thanksgiving Basket from the Rotary Club of Temecula containing a Walmart gift card and all the traditional Thanksgiving fixings, and a ham basket from Rotary over the Holidays. • Be A Santa To A Senior:
0 Rotary will also provide gifts for over 80 seniors.

• MPSC Transportation (30 passenger bus and 14 passenger Electric Shuttle):
o Expanded programming and services to seniors, youth, and individuals with special needs.
o Senior Excursions: offered in-house transportation for senior excursions to various locations including the Palm Springs Aerial Tramway and Art Museum; Orange County Fair; Bates Nut Farm; Carlsbad Flower Fields; and more via the Human Services Shuttle.
o Silver Shuttle: offered curb -to -curb transportation to local shops to encourage seniors to be active members of the community.
o MPSC Drivers provided various City Tours (Planning; CIP; and CM Tours). • Offered AARP Tax Aide Services (through April 15, 2022). • Public Works secured EOS grant funding for the installation of an MPSC Emergency Generator. During an unplanned outage, the MPSC was opened to the public after hours
• During the Fairview Fire, MPSC provided a resource pamphlet and emergency tools to the senior community. MPSC Team provided staff support at the Emergency Shelter as well as transportation services as an option.
• Restored and expanded staff led recreation and enrichment programs at the MPSC such as Get Active Program; Intergenerational Tech Program; Visual Arts; and Social Fridays. • Chuck Washington, Third District County of Riverside Board of Supervisors, sponsored 50 Western Eagle Foundation Food Vouchers to the senior community. • CA Department of Food and Agriculture provided MPSC with 60 Farmers' Market Vouchers as part of their Senior Farmers' Market Nutrition Program. • Provided various community presentations on Senior and Inclusion Services which included the Temecula Rotary; Chamber of Commerce; Department of Rehabilitation; Temecula Valley Unified School District; and Inland Regional Center.

Old Town Temecula Community Theater (OTTCT) / The Merc (TM) • Entertained 43,607 visitors since January of 2022.
• Hosted a total of 307 performances with average attendance percentages of 55% (Theater) and 75% (The Merc) January through November 2022; Presented 5,619 performances for a grand total of 878,847 patrons (since opening in 2005).

• Nearly 50 Active Temecula Theater Volunteers serving at the Theater and The Merc. • Over 23,800 patrons reached via monthly/weekly e-blasts (32% average open rate). • The Temecula Theater hosted the City of Temecula Youth Musical Theater in their annual winter and summer residencies: Footloose The Musical (January 21-23); Beauty and The Beast Jr. (January 28-30); 13 The Musical (June 24-26); and Seussical Jr. (July 1-3); All sixteen performances were sold out with approximately 5,281 patrons in attendance.
• Celebrated Black History Month by providing various impactful virtual presentations on our social media pages including:
o Cellist Anita Graef's virtual classical concert; the inspirational performance presented by Be Exalted Praise Dancers.
o A moving presentation of Dr. Martin Luther King Jr.'s I Have a Dream speech, recited by local community member, Christopher Warren.
o Temecula Presents partnered with the Temecula Valley Museum to present a live dance performance by Hiplet Ballerinas (February 19, 2022), a multi -cultural dance group from Chicago combining hip -hop and ballet to create stunning sold - out performances with 343 patrons in attendance.
• Temecula Presents' Student -Led Arts Education Internship Program concluded its fourth annual production with The Wizard of Oz (February 25, 26 & 27, 2022). All four performances sold out with 303 patrons in attendance.
o Auditions for Alice In Wonderland occurred (November 2022), and participation in this free, equitable, diverse, and inclusive program continues to increase since inception in 2018.

The Merc continues to offer star -quality performance from various At The Merc Series'. - Jazz @ The Merc (Thursday); Country Live! @ The Merc (1st & 3rd Satrurday); Classics @ The Merc (2nd & 4tn Sunday); Speakeasy @ The Merc (2nd Saterday); and Stand -Up Comedy @ The Merc (Last Saturday). Welcomed a new series Brazilian and Latin Jazz @ The Merc (31 Thursday); The Merc also offers free art exhibits and more! Hosted TEDx Temecula (September 24, 2022) Annual Conference: Future Tense, marking the eighth year Temecula's Theater has served as the official venue for TEDx speakers to inspire audiences of all ages.
• Old Town Temecula Community Theater celebrated the 17t" Anniversary since opening on October 4, 2005. Temecula Presents launched the 2022-2023 Season with a top- notch line-up. The Long Run: Eagles Tribute (September 29, 2022); Deja Vu: Crosby, Stills, Nash and Young Tribute (September 30, 2022); Taylor Made Tapestry: James Taylor and Carol King Tribute (October 1, 2022). We entertained nearly 900 patrons during our Theater's annual celebration.
• Temecula Theater Family welcomes Backhausdance, led by artistic director and founder Jennifer Backhaus, as our new resident dance company; Backhausdance opened our Dance Series on November 19, 2022, to an enthusiastic audience. o Temecula Theater continues to engage our community with 90-minute, free master dance class taught by our professional dance company in residence.

Jennifer Backhaus will return to host Reverb Tap Company (January 7, 2023); and Ririe -Woodbury Dance Company (April 29, 2023).
• Theater Technology Upgrades, Improvements, and Innovations:
o Implemented new video system to record our theater performances.

o Deep cleaned Theater and The Merc interiors with paint and improvements. o Installed new arm rests on the audience chamber chairs. o Framed, dry walled, and painted former projection space, now used for storage. o Theater crew continues to maintain equipment with quality repairs to support the aging system.
0 Ronald H. Roberts Temecula Public Library (RHRTPL)
• This year marks 16 years of Library service to our community at the Ronald H. Roberts Temecula Public Library:
o Door Count 212,574
o Hours Open 3,000
o Circulation 563,841
o Self -Checkouts 131,258
o New Patrons 5,253
o Added Items 8,574
o Volunteer Hours 13,357
• Completed and submitted award application for the 2023 National Medal for Museum and Library Service — Ronald H. Roberts Temecula Public Library was nominated by Congressman Darrell Issa (November 2022). Winners will be announced in Spring 2023.
• Served as a Voting Center — Consolidated General Elections (June 8 & November 8, 2022). Facilitated drop-off ballots for a month plus four days of in person voting. Library was closed on November 8, 2022 for in person voting only due to heavy voter turnout. • Facilitated Group Tours — Special Needs group from Murrieta and Senior group from the Mary Phillips Senior Center (November 16, 2022).
• Hosted Blood Drive — in the library parking lot (November 21, 2022). • Inclusive Volunteers — Care -Rite provides special needs adult volunteers five mornings a week to help the library with cleaning book covers, shelving children's easy books, and DVDs.
• Wi-Fi — Upgraded speed and access points throughout the building. • 160 children participated in the library's virtual 2022 nature-themed Summer Reading program: Read Beyond the Beaten Path. This was once again the highest participation of any library in the Riverside County Library System.

1,381 awards were earned by 794 children who participated for six weeks in the In 'n' Out Cover -to -Cover Reading Program.
2022 brought in -person programming at the library back to full swing:
o Youth staff provided 177 early literacy Storytimes for pre -readers. 0 114 Family Programs ranging from May the Fourth be With You to a Dia del los Muertos celebration were attended by 5,385 people.
o Authorfest, featuring local authors of children's books, was attended by 120. o The Cuban Missile Crisis came alive for children reading Countdown and building LEGO bomb shelters at our Books and Bricks Club.
• Youth staff provided outreach and storytelling at local Halloween festivals, school literacy nights, and at the Perris Railway Museum for Mattel's A Day Out with Thomas. • Temecula families picked up free organic seed packets, planted and tended home gardens, and cooked healthy family meals together thanks to our Little Sprouts Seed Library. This program has been so successful that it has expanded to libraries in San Diego and Los Angeles counties.
• 135 teens signed up for the six -week long 2022 Summer Reading Program: Read Beyond The Beaten Path. During those six weeks, five in -person teen programs were held at the library, which brought in 42 participants. Over 60 books were awarded to teens as prizes.
• Teen Services Librarian hosted 14 in -person programs that promoted STEM, socialization, and creativity:
o In Snap Circuits Lab, teens were able to learn about circuitry and concepts from programming.
o De -Stress with Donuts returned by popular demand to give teens a chance to socialize and unwind during back -to -school season.
o Teens got creative as they decorated pots during Garden Art, then took home pollinator friendly seeds to plant in them.

The Temecula Teen Library Council resumed this year after a hiatus. Participating teens partnered with the Friends of the Temecula Libraries throughout Temecula. Members of the council also partnered with the Temecula Youth Advisory Council (YAC) to implement an annual Holiday Food Drive.
• Emergency Earthquake Drill participation in the Great Shakeout Earthquake Drill.

RHRTPL is the only library in RCLS to implement an Emergency Evacuation Plan that includes staff training (October 4, 2022).

Sister City (SC)
• Facilitated a student art exchange between Temecula Youth and Daisen Seniors, and created an exhibit Cultural Connections at the Temecula Valley Museum (on display December 2022 through January 2023), celebrating our nearly three -decade relationship with Daisen, Japan, and sharing the resulting artwork.
• Created a Temecula/Daisen Friendship Video with TCSD Media Team that was sent to Daisen in January of 2022.
• Communicated with Sister City partners and contacts to maintain communication regarding the cancellation of exchanges in 2022, and provide fellowship as we navigate post-COVID-19 challenges.
• Received and distributed gifts from Daisen Sister City Association, sent in fellowship and in celebration of Christmas.
• Opened a dialogue between Temecula Sister City Association and Sister City International regarding researching a potential new Sister City.

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Special Events (SE)
• Successful and safe Teen Egg Hunt (350 attendees) and Easter Egg Hunts (6,000 attendees) at three park sites.
• Planned, programmed, and implemented the first annual Temecula CultureFest with over 5,000 attendees.
• Temecula Rod Run with amazing weather, sold -out parking and over 50,000 spectators over two days.
• Memorial Day Remembrance concert presented by the Temecula Valley Symphony with 400 attendees.
• Hosted seven Summer Concerts with over 600 attendees weekly. • Celebrated July 4t" with an Old Town Parade (4,000 attendees) and a well-behaved crowd of 28,000 enjoyed the live music, vendors, fun zone, and fireworks at the Ronald Reagan Sports Park.
• Partnered with RSO to host the first annual National Night Out with over 350 attendees. • Sold out Build Your Own Boat Regatta.
• Annual September 11t" Remembrance at the Duck Pond with 150 attendees. • Partnered with Office of Emergency Management and Fire for the annual National Preparedness Fair with over 300 attendees.
• Annual Art & Street Painting Festival moved to September and partnered with Bigfoot Graphics for the first Cartoon-apalooza! with over 3,000 attendees. • Annual Halloween Carnival with games and activities in Old Town welcomed 5,000 attendees.
• Annual Temecula Special Games with 300 attendees.
• Hosted an MRC Demo Day for City Council Members.
• Carnival of Music Concert by the Temecula Valley Symphony entertained 200 attendees.
• Held MRC groundbreaking event with 35 attendees.
• Assisted Public Works in celebrating Arbor Day with 100 attendees planning trees at numerous park sites.
• Annual National Trails Day event brought 40 attendees. • First in -person Juneteenth Celebration with over 500 attendees. • First Moonlight Movie in the Park at The Sports Ranch at Sommers Bend brought out 350 attendees.
• First Annual Open Streets event combined with the Health and Community Resource Fair.
• Presented Annual Patriotic Salute to Veterans recognizing our Military Banner recipients and a concert.
• Winterfest including Christmas Tree Lighting at the Duck Pond; Santa's Electric Light Parade; Holiday Home Bike Tour with Mayor Pro-Tem Schwank; Temecula On Ice; new Old Town holiday decorations; Santa visits at Pennypickle's Workshop; and New Year's Eve Grape Drop.
• Partnered with RTA to host the Route 55 Trolley Ride Along with 150 attendees. • Supported TVUSD at their annual TVUSD Appreciation Lunch at Temecula Valley High School.

Provided staff support for the annual co -sponsored USA Pump Track Championship; Reality Rally; and Old Town Temecula Outdoor Quilt Show.

Hosted the following ribbon cutting events:
o The Sports Ranch at Sommers Bend Grand Opening.
o Long Canyon Creek Mini Pump Track (100 attendees).
o Old Town Creek Walk (100 attendees).
o Long-awaited Santa Gertrudis Creek Trail (200 attendees). o RRSP Concession Stand attendees enjoyed the ceremonial first flush and gold plungers (40 attendees).
o Wolf Creek Pump Track (100 excited attendees).
o Utility Box Public Art Project in partnership with the Arts & Culture Division. • Staff assisted in painting Veterans Pavers at the Letters Home Memorial. • Conceived, staffed, and opened the new Temecula Welcome Center. • Over 18,700 patrons attended workshops, birthday parties, wedding receptions, etc. at the Temecula Community Center, Conference Center, and Picnic Shelters. • Managed COVID Vaccination and Testing agreements.

Sports (S) / Park Rangers (PR)
• All parks running at full capacity (baseball, softball, soccer, football, pickleball, rugby, etc.).

o Estimated over 11,500 participants/spectators monthly. o The Sports Ranch at Sommers Bend opened in February 2022.

Successfully integrated the new facility into our programing schedule with the park being consistently booked with activities since opening.
o Patricia H. Birdsall Sports Park and The Sports Ranch at Sommers Bend Tournaments:
■ 39 baseball/softball tournaments (every available weekend filled). ■ Two soccer tournaments.
o Average of 20-25 rental groups monthly.
o Accommodated 4,500+ recognized youth league participants. o Accommodated local recognized youth basketball league, TYBL, at our CRC gym for their Winter 2021-2022 Season.
o Adult Sports (City -run) leagues growing and thriving.

Adult Softball League moved to new home fields at Sommers Bend and successfully completed both Spring and Fall Seasons operating at full capacity with five separate divisions.
300% growth of our Adult Basketball League with the implementation of additional Seasons in two separate divisions.

Introduced new Adult Kickball League with amazing results in the inaugural Fall Season with a possibility of adding an additional division.

Temecula Valley Museum (TVM)
• Museum attendance figures rebounded considerably from COVID-19 shutdowns, successfully serving 18,972 a total of patrons from December 2021 through November 2022 through our exhibits, field trips, programs, and outreach. The Museum's website visits totaled 30,362 for the same period, and we enjoy 1,074 Facebook and 1,079 Instagram followers.
• Successfully operated TVM Store in 2022 resulting in over $5,172 in revenue over the period with a total of $19,772 in revenue since operations began. • Hosted 19 field trip tours with a total of 909 patrons, including three Adult Special Needs groups.
• Sponsored Annual Celebration of American Black History with a Hiplet Ballerina dance performance in conjunction with the Old Town Temecula Community Theater and curated an exhibit featuring portraits of favorite American Black History role models created by local elementary students.
• Created a special exhibit celebrating the lives and legacies of Jimmy & Peg Moore, Temecula City Founders.
• Successfully installed one rented temporary museum exhibit: Cloth as Community.

Hmong Textiles in America.
• Created five in-house exhibits, with diverse topics such as Anime Temecula; Art of Rug Hooking; History in Your Pocket featuring items from the Museum's repository; Ancestry and Animals featuring local artist Hajime Ohno's beautiful paintings; and Cultural Connections featuring art from Daisen, Japan, and the local community. • Offered our most popular monthly program to date, Second Saturday Cultural Celebration with a total attendance of 1,507 patrons from December of 2021 through November of 2022 and continued to offer our Second Saturday At Home programming for online patrons.
• Conducted the annual Yd Grade History Contest, with 11 entries from four schools.

• Offered morning and afternoon sessions of Culture Quest Summer Camp, with both sessions sold out with waiting lists to attend.
• Recruited tour guides and provided training events resulting in three new potential tour guide volunteers.
• Participated in TCSD's Special Events Division's inaugural annual Temecula CultureFest, with a booth featuring Second Saturday Cultural Celebrations and crafts for children.
• Participated in TCSD's Special Events Division annual Juneteenth Event with a booth featuring educational materials regarding the meaning of the event and fun crafts for children.
• Created educational materials for the Temecula Valley Woman's Club Art & Education Room, featuring activities and games that focused on American Black History; Juneteenth; Animals of the Valley and the art of Keith Herring; 4' of July; Native American Heritage Month; and much more.
• Successfully assisted the public with seven historical research requests and provided photography from our collections if needed.
• Worked with ITSS / GIS Division to develop virtual maps detailing the Old Town Temecula Historic locations.
• Successfully transitioned Museum collections software to an online format, and currently preparing to offer select collections to the public for free through the website. • Redesigned the Museum website with plans to go live in early 2023. • Received and accessioned two significant Erle Stanley Gardner Collections: one of Temecula author's law books plus memorabilia, and the other of rare personal documents. We also received a collection of rare documents from the estate of author Tom Hudson, and a collection of beautiful watercolor paintings from the estate of Temecula resident and accomplished painter Sharon Ross. • Assisted Temecula Valley Museum, Inc. non-profit in receiving $500 grant to fund a new Walking Tour Audio System that will allow socially distanced walking tours. • Assisted Temecula Valley Museum, Inc. non-profit in their Arts and Crafts fundraising Bazaars in May and October.
• Completed a Collections Assessment for Preservation (CAP) Grant and received an assessment ($7,800 value) of Temecula Valley Museums collections operations and procedures.

Workforce Development (WD)
• Internship/Fellowship Program offered internships/fellowships to undergraduate and graduate college students, as well as high school graduates looking to gain experience or simply get involved with their local government. The program is designed to expose students to the workings of the local government, gain hands-on project experience, expand their problem -solving skills, and develop personal and professional networks.

Internship opportunities include work on community programs which help develop workforce skills such as project management, budget management, office professionalism, and communication skills.
• Youth Innovators Program has held 33 meetings with up to 19 high school students from the Temecula area. In addition to their meetings, they have planned and hosted the following programs this year: Junior S.T.E.M.; Leadership Academy; Youth Entrepreneur; Rocktober 2022; and the Young Women's Career Conference. Youth Innovators also had several members volunteer for other City events such as the College & Vocational Fair, Health & Resources Fair; and Medical Resident Career Fair. • Auto Externship placed seven Externs with five auto dealers in Temecula. This program continues to hire externs for full-time employment.
• Future Physician Leaders Program mentored local, college -aged prospective medical students in service to the community. The summer program's three components were:

Leadership Lecture Series; Community Health Project; and Physician Shadowing.

Students also learned from a wide variety of healthcare professionals about all aspects of the medical field.
• Medical Career Pathways Program introduced prospective high school students to opportunities in the healthcare field. Students participated in a Leadership Lecture Series and Community Health Project. Students also learned from a wide variety of healthcare professionals about all aspects of the medical field. • Leadership Academy. 29 high school students participated in this year's six -day Leadership Academy. Students gained knowledge and skills in resume, cover letter, and letter of recommendation writing, Linkedln tips, interview skills, college admissions, CPR certification, and financial literacy from guest speakers and program coordinators. • Youth Entrepreneur Program: 25 high school students participated in this year's six -day Youth Entrepreneur Program. Students gained entrepreneurial knowledge and skills in budgeting, business law, market research, business planning, marketing strategies, and successful business pitching from local business leaders and program coordinators. • College & Vocational Fair presents high school students within the Region with the opportunity to speak with 40 representatives from a variety of higher education options, including four-year Universities, Colleges, Community Colleges, and military institutions. • Young Women's Career Conference (December 7, 2022) is planned and hosted annually by the Youth Innovators, providing 150 high schoolers in the Region an opportunity to discuss their future goals with leading women in multiple industries. The goal is to empower young women by meeting successful female role models and show that they too can obtain their dream careers. Students participated in discussions with mentors, listened to a keynote presentation by City Council Member Maryann Edwards, and asked questions to a panel of women leaders.
• Rocktober 2022 designed by the Youth Innovators by hosting this teen music competition, where 21 high school and middle school students perform to Temecula residents. The annual music competition gives young musicians the chance to share their talents and helps foster the love of music within the community.

• Junior S.T.E.M. Program, designed, implemented, and hosted by the Youth Innovators with five meetings throughout the year for 97 middle school students interested in the world of Science, Technology, Engineering, and Mathematics (S.T.E.M.). Middle school students from around the Region were introduced to careers in the S.T.E.M. fields and learned subjects such as Biology and plants; Psychology; Geology; Architecture; and Computer Science/Coding through hands-on, educational activities. Participants also engaged with role models in S.T.E.M. and worked together on challenges to build on relevant skills.
• Medical Resident Career Fair is designed and implemented for 40 local Medical Residents to interface and be recruited by 13 local medical groups and hospitals.

COMMUNITY DEVELOPMENT
2022 YEAR IN REVIEW
Building and Safety Division Accomplishments
Completed Projects:

Better Buzz Coffee
2 • Hilton Garden Inn

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• Dick's Sporting Goods at The Promenade Mall
• Lexus Car Dealership

Kahoots Pet Supply
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Sola Salon Studios at The Promenade Mall

• Skechers Shoes (new location inside old Pier 1 Imports Building) • Burlington
• Five Below
• Wingstop
• Crumbl Cookie
Projects Started:
• Las Haciendas Affordable Housing

Mountain View Industrial Buildings (Avenida Alvarado)
• Arrive Apartments & Rancho Las Bolsas Affordable Housing Heirloom Farms Multi -family Housing

• Solana Way Senior Assisted Living Care
• Longhorn Steakhouse
• Sommer's Bend Density Core, multi -family housing
• Victoria's Secret at The Promenade Mall
• Margarita Recreation Center

• Bath & Body Works at The Promenade Mall
• Victoria's Secret at The Promenade Mall
• Epic Eats Restaurant
• 5.11 Tactical Retail Store
• Pizza Factory
• Cotton On at The Promenade Mall
• Epic Dog Academy
• Temecula Hills Christian Fellowship
• Landeros Mexican Grill & Cantina (in Old Town)
• Regal Edwards Cinema (remodel)
Building & Safety Department Highlights:
• Adopted the 2023 California Building Code update
• 5,304 Building permits Applied for, through 12/02/22
• 4,979 Building permits Issued, through 12/02/22
• 3,102 Building permits Finaled, through 12/02/22
0 1,210 Solar Permits Finaled
0 171 Swimming Pools Finaled
• 9,805 Building Inspections requested online
• 27,885 Building Inspections completed
2022 YTD Building Permits
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2016-2022 YTD Comparison
Building Permits
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2016 2017 2019 2019 2020 2021 2022
Calendar Year of Permit Issued
Code Enforcement Division Accomplishments
• Conducted first ever Conditional Use Permit revocation hearing with the Office of Administrative Hearings
• Hired two new code enforcement officers
• Continued Participation in the METRO+ Team in Old Town • Opened Cases: 2,074
• Cases Reached Compliance: 2,100
• Weed Abatement Inspections: 5,226
• Total Code Enforcement Inspections: 7,040
• Code Enforcement worked in partnership with Building and Safety, Fire and Police Departments. This program was successful in reducing the number of service calls to the Police Department.
• Short Term Rental Program: 97% enforcement and compliance success rate • Worked with Planning to implement the Shopping Cart Ordinance. • Worked with IT to streamline the Weed Abatement Program. • Enhanced communications and coordination with the Homeless Outreach Team. • New Case Classifications made in Energov to track reporting Massage Establishment code cases.
• 1,301 online app inquiries via the app
• 609 online graffiti inquiries via the app
12 online short-term rental inquiries via the app
• 9 Animal Control inquiries via the app

Current Planning Division Accomplishments
• Approved Rendezvous Phase II — 134 apartment units
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• Approved Six (6) MS Mtn View Industrial Buildings
• Approved Jefferson/Buecking Apartments — 260 apartment units

• Approved Benihana (formerly Souplantation)
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• Approved Express Car Wash at Temecula Promenade (former Famous Dave's location) Approved Everhome Suites — 117 hotel rooms

• Approved Solana Winchester Apartments — 349 apartment units • Approved Prado - 234 Single Family Homes
Approved SHAWOOD — Sommers Bend new architecture

• Approved approximately 18,630 square foot, 3-story, retail/commercial building on Old Town Front Street
• Held a Planning Commission Tour of recently completed projects around the City of Temecula (photos attached)

• Approved two new industrial buildings totaling approximately 70,000 square feet • Completed Draft Environmental Document for Temecula Valley Hospital Master Plan Modification
• Began Bi-Monthly Meetings with Brookfield Properties (developer of Altair) • Provided support to Economic Development on potential new projects/businesses • 289 Planning Inspections
Long Range Planning Division Accomplishments
• Completed the multi -year Quality of Life Master Plan public outreach process and had QLMP adopted by the City Council

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• Conducted 23 Public Meetings, 4 Public Workshops and 4 Saturday Morning Pop-up Events as part of the Quality of Life Master Plan (QLMP) 2040 Update BECAUSE.,
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Annual Title 17 Changes presented to Planning Commission Successful completion of the Temporary Expanded Dining Program HikeBikeTemecula is present on Facebook and now Instagram with a combined 2,200+ followers

HIKEBIKETEMECULA
• Completed Department of Water Resources Annual Report • Completed annual Water Efficiency Landscape Ordinance Report • Completed Housing Element Annual Progress Report
• Completed General Plan Annual Progress Report
• Completed amendment to CIP Addendum for FY22-26
• Completed CIP General Plan Consistency Analysis for FY23-27 • Completed CEQA Analysis of 12 CIP Projects
• WRCOG REAP Funding received, consultant (WSP) analyzed Temecula's Municipal Code's compliance with new housing laws and drafted Ordinance to adopt required changes
• Shopping Cart Ordinance introduced and adopted
• Animal Ordinance was introduced and passed, updating Title 6 `Animals' in cooperation with Animal Friends of the Valleys
• Provided 6 comment letters regarding excessive development outside Temecula that would negatively impact the City and residents
• Massage Ordinance updated
• Began research on potential E-Bike Ordinance
• Old Town Specific Plan Amendment Completed
• Live Entertainment Ordinance was introduced and approved • $378,000 CalFire Grant awarded to complete Temecula's first Community Wildfire Protection Plan
Began research on including "Parklets" in Old Town

Continued work on a baseline EIR analysis (Transportation Discovery Project) to gain insight on how completion of the City's remaining circulation projects will help reduce traffic impacts
Helped promote the Grand Opening/Ribbon Cutting of the Santa Gertrudis Interconnect

• Assisted Public Works in a grant application for the Temecula Creek South Side Trail • Working with Public Works on a hillside trail project at Ronald Reagan Sports Park for hiking and biking. In addition to the trails, the project will include erosion control, habitat restoration and an environmental education component.

LEGEND
O Pha5e I - Ea Sy Mult-Llse Trail, Imp—ed
OPhase 1 - Beginner I Intermediate Pump Track
O3 Phase 2 Intermediate Bicycle OpOrc cec Trail
AQ Phase 3 - Intermediate Bicycle Optil TO
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Ronald Reagan Sports Park conceptual site Plan
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SARDA — Housing — Real Estate Division Accomplishments
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• Conducted first ever City owned Vacant Land City Council Workshop • Closed on the permanent financing of for the Las Haciendas affordable housing development
• Processed funding draws for Las Haciendas
• Purchased 1.5 acres of land in the Uptown Specific Plan Area for future development of affordable housing
• Oversaw allocation of $4 million in ARPA funds to the Vine Creek affordable housing development
• Explored potential options for a new affordable housing software, acquired software, and implemented software in an expedited timeframe
• Responded to 14 online affordable housing inquiries via the City app • Held several meetings with potential partners for additional affordable housing projects • Explored new financing mechanism for affordable housing • Extracted Regulatory Agreement language for all affordable housing projects, input all annual compliance due dates into database, ensured 2022 annual compliance deadlines were met
• Annual Physical Inspections for all affordable housing projects were executed and corrections from inspection were sent to property staff. 30-day follow up inspections

were also scheduled and completed to ensure progress is taking place on items that were not in compliance during annual inspection
Requested and received HCD surplus land exemption to parcel which will be used by Habitat for Humanity to build homes for low-income families Updated records retention policy and archived years of tenant records Continued advanced negotiations with Habitat for Humanity on third City & Habitat project
Community Development Block Grant Division Accomplishments • Completed the City's Mortgage and Rental Assistance Program (MRAP) helping dozens of people and families stay in their homes/apartments
• Projected Goals for program year 22-23: Temecula Residents to be assisted; 695 In 2021-22, CDBG funded:
• Funded 9 unique service providers.
• In conjunction with the Fair Housing Council of Riverside County, provided fair housing services by assisting 437 clients including 436 landlord -tenant mediation services and processing 1 anti -discrimination complaint;
• Completed the construction of 1 ADA sidewalk improvement project (ADA Westside Business Park);
• Provided 56 underserved youth with new clothing and school supplies through the Assistance League;
• Completed 5 housing rehabilitation projects through the Habitat for Humanity Critical Home Maintenance and Repair Improvement Program, for a total of 43 housing units over the life of the program;
• Served 39 persons experiencing homelessness, or those at risk of homelessness, through the City's Homeless Prevention and Diversion Program; • Provided before and after school care for 7 children through the Boys & Girls Club; • Assisted 89 individuals at risk of homelessness with case management through Community Mission of Hope
• Assisted 73 domestic violence victims through SAFE;
• Assisted 75 domestic violence victims through RARCC
• Provided direct advocacy for 4 foster children through Voices for Children; • Ensured that 18 households were assisted with either rental or mortgage assistance through the City's MRAP Program.
• During the current 22-23 program year, the City's CDBG funds intent to assist 715 Temecula Residents.

Animal Control (AFV) Accomplishments
• New three-year contract negotiated with Animal Friends of the Valleys with advantageous terms to our constituents (limiting exposure to inflation) • Supported multi -jurisdictional efforts to explore credit card fee processing for AF Staffing / Team Building Accomplishments
• Hired City's first ever Housing and Real Estate Analyst to develop City's housing and real estate administration capabilities
• Hired two new Code Enforcement Officers
• Sr. Office Specialist, Kim Kodani, reclassed to Administrative Assistant • Sr. Office Specialist, Josephine Castro, promoted to Community Development Permit Technician
• Hired new Community Development Permit Technician, India Tamalunas • Hired two new building inspectors: Kent Robinson and Dave Kelsey • Promoted Fire Permit Technician Michelle Amezcua to Senior Management Analyst • Planning Technician, Jaime Cardenas, reclassed to Assistant Planner • Permit Technician II, Yannin Marquez, promoted to Planning Technician • Associate Planner II, Scott Cooper, reclassed to Senior Planner • Promoted, Jasmine Sanchez, to Sr. Office Specialist for ComDev/Permit Center Reception desk
• Promoted Katie Garcia to Planning Technician in the Long -Range Planning division • Brandon Rabidoux re -classed from Senior to Principal Management Analyst • Matt Peters re -classed to Principal Planner

TEMECULA PUBLIC WORKS DEPARTMENT
2022 YEAR IN REVIEW
Park Maintenance Division
• Kent Hintergardt Memorial Park — restroom building roof rehabilitation. • Vail Ranch Park - shade pavilion rehabilitation.
• Michael `Mike' Naggar Community Park Eagle Soar Splash Pad Renovation. • The Sports Ranch at Sommers's Bend — Ribbon cutting and opening day Saturday, February 12, 2022.
• Arbor Day April 23, 2022. Organized a community group of nearly 200 volunteers to plant 300 trees at Vail Ranch Park, Sunset Park, Redhawk Community Park and Michael `Mike' Naggar Community Park.
• Temecula Duck Pond parking lot seal coat and re stripping. • Completed 1,822 Service Order Requests.
• Trimmed over 3,000 trees citywide.

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Facilities Maintenance Division
• Civic Center
o Glass partitions installed throughout building at reception desk and cashier's office.
o New safe and stand installed in cashier's office.
o New Cubicle area created in TCSD for Police Unit.
o TCSD south corner area refurbished to make it more usable o Updated interior signage for EOC, HR, and City Attorney • Parking Garage
o Interior Lighting upgraded from T5 to LED Fixtures.
o Upgraded communication receivers for Parking Logix, by the end of the year. o Added metal protectors around exposed fire riser pipes. • Old Town Police Storefront
o Interior remodel to include new flooring, lighting, furniture, cubicles and HVAC improvements.
• Old Town
o Installed Parking Logix traffic counters at the Stampede and 6th Street parking lots, also count boards at north and south ends of Old Town Front Street. o Added outlets for Christmas lights on Old Town Main Street bridge. • Children's Museum/Pennypickle's Workshop
o Installed concrete curb stops at each parking stall.
o Painted some Interior spaces.
• Town Square
o Replaced fountain pumps and upgraded wiring at main fountain. • Ronald H. Roberts Temecula Public Library
o Repaired/powder coated front outside lighting.
o Installed ADA power door opener at the Friends Library main door. o Installed glass partition at the Friends Library main counter. • TCC
o Secured trash enclosure with welded metal screen to make it lockable. • FOC
o Repurpose old map room to new gym.
o Replace downstairs breakroom floor with new epoxy coating. • West Wing
o Added electrical charger and awning style cover for new electric bus. • Senior Center
o New emergency generator added.
o New mini split A/C unit to help cool kitchen.
• JRC
o New LED parking lot lights.
o Replaced warehouse roll -up door gearing.
• Fire Station 95
o Modest roof repairs.
• Fire Station 84
o Modest roof repairs.

o Remove and replace asphalt turn around/parking area in front of station, also repaired curbing and restriped.
• Fire Station 92
o Moderate roof repairs
• CRC
o Updated fire panel.
• New Welcome Center
o Doing small updates to have it ready for upcoming ribbon cutting. • PBSP Snack Shack
o Starting process of replacing kitchen equipment and doing major cleanup • Temecula Parkway Park and Ride
o Permit is complete, should have (2) new electric vehicle chargers installed by the end of the year.

Streets Maintenance Division
• Completed replacement of Overhead Street Name Signs at all traffic signals within the City.
• Completed implementation of Geotab fleet tracking hardware and software to monitor and manage all City fleet of vehicles.
• 825 hours of overtime.
• Responded to 923 service orders.
• Replaced 446 street and traffic signs.
• Installed 202 signs.
• Repaired 110 signs.
• Installed, replaced or repaired 820 hanging banners.
• Repainted 2,526 street legends.
• Cleaned 991 storm drain catch basins.
• Cleaned 227 under sidewalk drains.
• Repaired 20,482 sf of asphalt.
• Removed 40,070 sf of graffiti.

Solid Waste and Recycling
• Held Public Hearing to approve Commercial Collection Rates, and SB1383 Compliance Fee for FY22/23.
• Completed calculation of recovered organic waste and recycled content paper procurement targets.
• Completed SB1383 Edible Food Recovery Capacity Planning Calculations within our jurisdiction.
• Approved 7t" Amendment to CR&R Franchise Agreement to incorporate, delete, add, and/or amend SB1383 regulatory requirements.
• Completed and submitted Electronic Annual Report (EAR) as required by CalRecycle to report annual solid waste diversion performance, including new performance measures to meet SB1383 reporting requirements.
• Obtained 100% compliant status for AB341 and AB1826, and 99.5% compliant with SB1383 commercial and multi -family recycling and organics collections

Land Development, Traffic Engineering and Water Quality Division • The Land Development Division provides for the review and engineering approval of all proposed private developments and residential/commercial subdivisions within City limits to ensure compliance with City, state and federal regulations.

Utility Encroachment Permits
• Land Development has issued 185 utility permits for 27,420 lineal feet of work within the City and is broken down by category below:

Land Development has issued a total of 54 permits for onsite and offsite improvement permits and is broken down by category below:

Number of onsite and offsite permits issued in
2022
20 18
16 14
12 10
8 6
4 2
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With the numerous permits that have been issued this year, our inspection team has been extremely busy. With one inspector retiring, a total of 2,356 inspections was performed by one - full time inspector and a project inspector.

To date, we have collected $1,780,375 in revenue.

$21,105.0
Legal revie
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Project Spotlights:

BETTER BUZZ
• Demolition of approximately 445 square feet of existing commercial building (formerly Corner Bakery), re -configuration of an existing drive-thru lane, re -location of ADA parking and modifications to the existing building located at 32435 Temecula Parkway. Land Development worked with the applicant to find feasible alternatives to avoid the requirement for a Priority Development Plan (PDP) Water Quality Management Plan (WQMP), which included reducing amount of impervious pavement to be replaced.

The precise grading permit was issued on 3/11/22.

HEIRLOOM FARMS
• Heirloom Farms is located on the corner of Ynez Road and Date Street. The precise grading permit was issued 4/12/22.

LONGHORN STEAKHOUSE
• Project included construction of a restaurant with outdoor patio dining, parking lot, water quality basins and associated hardscape located at 29363 Rancho California Road (formerly the Marie Callendar's Restaurant site). Precise grading permit was issued on 4/20/22. The applicant submitted a delta revision to the plans, in which modifications include the detention tank revised to three 72" pipes, an update to the underground detention system details and revisions to storm drain and utility layouts.

MOUNTAIN VIEW
• To date we have issued (8) of the twenty-two grading permits for this project. The project includes the construction of Avenida Alvarado and Via Industria. (Picture on the right was taken during a recent Planning Commission tour.)

SINGLE FAMILY CUSTOM HOMES
• Public Works has successfully issued five (5) single family custom home grading permits in 2022.

SOLANA SENIOR ASSISTED LIVING
• The Developer, Griffin Living, was approved to construct an approximately 91,002 square foot, two story, 107 unit
assisted living and memory care facility located on the southeast corner of Margarita Road and Solana Way. The
Developer had to comply with agency permits from
California Department of Fish and Wildlife, Department of the Army, and San Diego Regional Water Control Board
prior to the issuance of a rough grade permit in January which allowed movement of 21,000 cubic yards of dirt. This was the first Land Development project whose pre -construction meeting was held at our Conference Center with an attendee list of over 30 people. In September, the project was issued its precise grading permit.

SOLANA WINCHESTER HILLS
• The Developer, ReyLenn Properties, LLC, was
approved to construct 349-unit apartment community
consisting of eight (8) three-story residential buildings, and a single -story clubhouse building located at the
terminus of Date Street approximately 900 feet south
of Ynez Road. A rough grading permit was issued in
October to allow movement 26,648 cubic yards of dirt
and its precise grading permit was issued December.

SOMMERS BEND DENSITY CORE
• This project includes the development of a 374-unit
multi -family community consisting of townhomes,
motorcourt duplexes, and bungalow 3-packs located
within Planning Areas 28 & 29 of Sommers Bend. The
street and storm drain improvement permit was issued
on 6/9/22. Grading permits for phases 1 through 3 of
the Revel, Blossom, and Discovery communities have
been issued.

Support to other Departments:

In addition to our day-to-day activities, we provide support to the City Clerk's Office, Planning Department and Building and Safety.
• Completed 67 Records Request
Reviewed over 100 Planning Applications
Pre -approved over 115 applications for Building and
Safety submittals
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Special Projects:

Successful management and oversight of (5) Land Development acquisitions resulting in the negotiation and settlement of the following easements in connection with Nicolas Street Improvement project.

Approximate 325 square foot permanent easement. Purchase and Sale agreement approved at the January 18, 2022 City Council meeting.

Approximate 51,003 square foot conservation easement and 83,324 square foot temporary construction easement. Purchase and Sale agreement approved at the November 29, 2022 City Council closed session meeting.

Approximate 31,168 square foot temporary construction easement & covenant authorizing the construction of certain permanent improvements within area. Purchase and Sale agreement approved at the November 29, 2022 City Council closed session meeting.

Our Project Employees:
• Verification of City Maintained Streets: To date, the ownership of 1,822 Temecula streets has been verified
• Uptown Temecula Specific Plan: Assisted with updating the Specific Plan cross sections by obtaining record
documents.
• LaserFiche and EnerGov: Assisted with data review to
provide efficient integration between the two
applications.

TRAFFIC ENGINEERING DIVISION:

The Traffic Engineering Division is responsible for day-to-day traffic operations, safety issues, and future transportation needs.

TRAFFIC SAFETY AND CIRCULATION IMPROVEMENTS:
• First Street and Old Town Front Street Parking Lot
Design
• School Crosswalks and Curb Ramp Upgrade Design
• Wolf Creek Park Pickleball Court Parking Design, Bike Lane Design and installation Wolf Creek Drive South at Teton Trail — All Way Stop with Crosswalks Design and Installation • Ynez Road Northbound Widening Striping Design and Installation — Santiago Road to Rancho Vista Road
• Old Town Front Street Bike Lane Striping Design — Santiago Road/1st Street to Temecula Parkway
• Ynez Road Bike Lane design and Installation — Winchester Road to County Center Drive • 1-15 Lane Designation Pavement Legends and Signing Design and Installation — Intersection of Winchester Road and Ynez Road
• Paloma Del Sol Buffered Bike Lane Design and Installation — Santiago Road and Amarita Way
• Uptown Specific Plan Conceptual Striping and Street Cross section Design and Coordination
• Nicolas Road Extension streetlight and communication conduit design
TRAFFIC IMPROVEMENT GRANTS:
• Submittal of 4 HSIP Cycle 11 grants totaling approximately $4 million
• Submittal of SMART grant totaling approximately $1.5 million

Traffic Engineering reviewed 157 sheets of Traffic Control Plans for Land Development projects.

TRAFFIC CAPITAL IMPROVEMENT PROGRAM PROJECTS:
• HSIP Cycle 9 Pedestrian Equipment Upgrades at 45 signalized intersections. Equipment upgrades for APS Push buttons, signal controllers, and countdown pedestrian heads - Completed
• HSIP Cycle 9 Permissive Protected Left Turn (PPLT) Phasing at 5 signalized intersections. Project Plans and Specs is 100% complete. Next step is to submit to Caltrans for Construction Authorization. Local Roadway Safety Plan (LRSP)- Completed.

INFORMATION TECHNOLOGY SUPPORT:
• Designing future fiber system for IT and traffic use.

CAPITAL IMPROVEMENT PROGRAM SUPPORT:
• Annual Slurry Seal Projects (numerous locations: Front Street, Amarita Way, Winchester Rd, Nicolas Rd, Ynez Rd, Solana Way)- Plan reviews, signing/striping plan development, and construction support.
• Winchester Road Bike Lane Striping Design
• Santa Gertrudis Trail Connection
• Overland Drive Widening Conceptual Striping Design and Coordination — From Ynez Road to Enterprise Circle West, Murrieta Creek Bike Trail Crossing Design and installation — Main Street Bridge, Buffered Bike Lane Design on Ynez Road (County Center Drive to City Limits), Nicolas Road (Winchester Road to N. General Kearny Road), Solana Way (Ynez Road to Margarita Road)
• Diaz Road Widening Project- Development of fiber splice diagram plans PUBLIC TRAFFIC SAFETY COMMISSION:
• All -way Stop at Wolf Creek Drive and Teton Trail -Fireside Drive • Local Roadway Safety Plan Mercedes Street Crosswalk Striping • All -Way Stop at Preece Lane and Tierra Vista Road
• De Portola Traffic Calming
• Ynez Road Striping from Santiago Road to Rancho Vista Road • Engineering and Traffic Survey Updates
• Old Town Front Street Striping
TRAFFIC SIGNAL SYSTEM, OPERATIONS, AND COMMUNICATIONS IMPROVEMENTS:
• Review of all signal timing in the City for verification on complying with CA MUTCD standards. Development and field implementation of revised timing plans. • Park and Ride Wabash Traffic Signal — Construction support and timing development. • Ynez and Waverly Traffic Signal- Construction Support and timing development. • Butterfield Stage Road and Avenida Lestonnac- Plan review and construction support.

NPDES:
• Developed the Alternative Compliance Program (ACP) for storm water credit trading. o Approved by the Regional Water Quality Control Board, we are the first City to achieve this major milestone and this will greatly aid development by allowing projects to purchase credits instead of building costly detentions basins or underground chambers and annual maintenance costs.

• Implemented Phase 1 Trash Order project, producing approximately 50,000 credits for development projects to purchase.

Capital Improvement Program (CIP) Division
• Completed construction of the Infill Mini Pump Track at Long Canyon Creek Park • Completed construction of the Infill Mini Pump Track at Wolf Creek Park • Completed construction of the Flood Control Channel Reconstruction and Repair project.

The project involved installing steel sheet pile walls in Friendship Park along Temecula Creek to protect it from further erosion.
• Completed construction of the Santa Gertrudis Creek Pedestrian/Bicycle Trail Extension, Ynez Road to Diaz Road. Grand Opening was held October 1, 2022. • Completed construction of the sidewalk of the DLR Drive Loop, west side. • Completed construction of the sidewalk of the North Side of Fifth Street (Old Town Front Street to Murrieta Creek).
• Completed the construction of the Ronald Reagan Sports Park Restroom Expansion and Renovation.
• Completed construction of the Traffic Signal and Park & Ride Access Improvements Temecula Parkway at Wabash).
• Completed construction of the Citywide Slurry Seal Program - Fiscal Year 2021-2022 project. Slurry was applied to approximately 8.50 million square feet of roadway in the following areas:
o Paloma Del Sol Community
o Paseo Del Sol community
o Rancho Vista Estates Community
o Ynez Road (Santiago to Rancho Vista)
o Old Town Front Street (First Street to Temecula Parkway) Completed and initiated construction of several Pavement Rehabilitation Program projects:
o Meadowview Side Streets
o Amarita Way Circle
o Ynez Road (Equity Drive to North City Limits)
o Solana Way (Ynez Road to Margarita Road)
o Nicolas Road (Winchester Road to North General Kearny Road) o Winchester Road (Enterprise Circle West to Jefferson Avenue) • Initiated construction of the Design -Build Margarita Recreation Center at Michael "Mike" Naggar Community Park (first ever design -build project for the City). Grand Opening is expected in July 2023.
• Completed the design and initiated construction of Traffic Signal Installation — Rancho California Road at Tee Drive. Construction completion is anticipated by end of December 2022.
• Completed the design and initiated construction of Phase 1 of the Community Recreation Center (CRC) Renovations. Completion is anticipated in April 2023. 0 Initiated the construction of the Citywide Concrete Repairs for Fiscal Year 2021-2022.

• 1-15/French Valley Parkway Improvements, Phase II
o Completed the design and the environmental document
o Completed the right of way acquisition
o Obtained authorization to expend STIP $46.2 Million and INFRA $48.5 Million o Completed relocation of SCE overhead powerlines
o Completed relocation of Charter overhead communication lines o Put the construction contract out to bid. Construction is anticipated in February 2023
• Finalizing the design and environmental document for the 1-15 Congestion Relief project, auxiliary lane between Temecula Parkway/1-15 northbound onramp and 1-15/Rancho California Road offramp. Construction is anticipated in spring 2023. • Completed the design and now rebidding Mary Phillips Senior Center Enhancement and Renovation. Construction is expected to commence in April 2023. • Working on several Sidewalk projects at various stages of development:
o Ynez Road (Rancho Highland to Tierra Vista). Construction is anticipated in late spring 2023.
o Pauba Road (Elinda Road to Showalter Road). Construction is anticipated in summer 2023.
o Old Town Improvements, South Side of Sixth Street (between Mercedes and Old Town Front)
• Finalizing the design of the concession/storage room upgrade at the Ronald Reagan Sports Park North/South Ball Field for the Park Restroom Renovation, Expansion and ADA Improvements project. Construction will commence in spring 2023. • Continuing the design of the American with Disabilities Act (ADA) Transition Plan Implementation project. Focus is at the Ronald Reagan Sports Park and the areas to be rehabilitated are the ADA pedestrian ramp from Margarita Road to the North/South Baseball Fields and the dugouts at the North/South Baseball Fields. Construction will commence in summer 2023.
• Continuing the design for Fire Station 84 Renovation, which include wellness room, storage, and upgrade of the training room. Construction is scheduled for spring 2023. • Initiated the design of the Community Recreation Center (CRC) Splash Pad & Shade Structures. Construction is anticipated to start in spring 2023. • Finalizing the design and the environmental document of the 1-1 5/SR 79 South Enhanced Landscaping Project to beautify the west side of the interchange with local and community cultural aesthetic features. Construction is anticipated in summer 2023. • Continuing the design of Santa Gertrudis Creek Phase II — Margarita Under -Crossing.

Construction is anticipated in fall 2023.

• Continuing the design and environmental document of Overland Drive Widening, Jefferson Avenue to Commerce Center Drive. The project will widen Overland to its ultimate width, in accordance with the Circulation Element of the General Plan.

Construction is anticipated in 2024.
• Continuing the design and the environmental document for the Murrieta Creek Bridge at Overland Drive. Construction is expected in 2024.
• Continuing the design and the environmental document of the Pickleball Courts Project to construct a dedicated pickleball facility. Construction is anticipated in fall 2023. • Continuing the design for Murrieta Creek Improvements — Southside Parking Lot Configuration, which include modifying the parking lot, relocating parking light, pavement rehabilitation and slurry. Construction is scheduled for late summer 2023. • Continuing the design and the environmental document of Phase 1 of the Diaz Road Expansion Project to widen Diaz Road between Rancho California Road and Winchester Road to its ultimate width, in accordance with the Circulation Element of the General Plan. Construction is being postponed until 2024 to allow Eastern Municipal Water District to construct facilities in Diaz Road.
• Continuing the full design and environmental document of the Bike Lane and Trail Program - Temecula Creek South Side Trail Project. Design is anticipated to be complete in summer 2023. This project is currently not funded for construction. • Began to analyze and update the GIS database for the Citywide Drainage Master Plan. • Initiated the design and the environmental document for the Great Oak Trail Lighting Project.
• Initiated the design and the environmental document for the Mary Phillips Senior Center Outdoor Recreational Area Project
• Finalized feasibility study for the Cherry Street Extension and Murrieta Creek Low -Flow Crossing and initiated a bridge study over Murrieta Creek. • Continuing the design and the environmental document for the Electric Vehicle Charging Stations Project in conjunction with the Southern California Edison Company's Charge Ready Program. This project will add 8 new charging stations to the Michael "Mike" Naggar Community Park. Construction is concurrent with the Margarita Recreation Center.
• Initiated the design of Ronald Reagan Sports Park Skate Park. Construction is anticipated in early 2024.
• Initiated the scoping phase of The MERC Concession Upgrade project. Construction is anticipated in early 2024.
• Initiated the design for Fire Station 73 Addition, which includes the garage, workout and storage rooms. Construction is scheduled for late 2023.

Coordinated with the US Army Corps of Engineers (USACE) and Riverside County Flood Control (RCFC) the upgrade of the fence along the Murrieta Creek trail through Old Town, the installation of landscaping and irrigation, and the removal of vegetation and sediments from the creek. A Grand Opening was held and the trails were opened to the public in May 2022.

Successfully Negotiated a Settlement Agreement with the Rancon Business Park Association in relation to the Overland Drive Extension project. City Council approval is pending.

Completed the recruitment to fill vacant positions including an upgrade of a position and a new engineer position. A Public Works Inspector, two Assistant Engineers II, and an Engineering Technician II were hired.

ACCOMPLISHMENTS FOR 2022 - PHOTOS

Ronald Reagan Sports Park Restroom
Traffic Signal and Park & Ride Access - Temecula Parkway at Wabash Lane

Friendship Park Flood Protection

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Item No. 6

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: January 10, 2023
SUBJECT: Approve Annual Boards and Commissions Handbook for Calendar Year 2023 PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council approve the annual Boards and Commissions Handbook for calendar year 2023.

BACKGROUND: The City Council first approved the Boards and Commissions Handbook on February 26, 1991. The handbook is amended periodically to reflect noteworthy changes in law, current practices and procedures, and the general role and authority of board and commission members. The handbook is also brought to the City Council annually at the beginning of each year ensuring that the document remains current while providing the City Council with an opportunity to consider any additional changes that may be desired. The 2023 Boards and Commissions Handbook will be distributed electronically to the City Council, Board and Commission Members and staff after final approval by the City Council.

FISCAL IMPACT: None
ATTACHMENTS: Handbook

City of Temecula
Boards and Commissions
Handbook
Updated January 10, 2023

SECTION 1

TABLE OF CONTENTS
Section 1 ............................ Letter of Welcome Section 2 .............................. Role & Authority Section 3 ...................... Policies and Procedures Section 4 ......................Establishing Documents
Section 5 ...................... AB 1234 Ethics Training Section 6 .............. Statement of Economic Interest Section 7 ........ Summary of Conflict of Interest Laws Section 8 ................. Summary of Brown Act Laws
ectlon 9 ............Summary of Public Records Laws
Section 10 ............................... Resource List

City of Temecula
41000 Main Street • Temecula, CA 92590
Phone (951 ) 694-6444 • Fax (951) 694-6449 • www.cityoftemecula.org Dear Board or Commissioner Member:

On behalf of the City Council and the citizens of Temecula, welcome to your new or continuing role in the community. The City of Temecula is fortunate to have dedicated citizens like you who are willing to share their experience and knowledge through service on a City board or commission.

The mission statement for the City of Temecula reads as follows:
"The mission of the City of Temecula is to maintain a safe, secure, clean, healthy, and orderly community; to balance the utilization of open space, parks, trail facilities, quality jobs, public transportation, diverse housing, and adequate infrastructure; and to enhance and revitalize historic areas.

The City will encourage programs for all age groups, utilize its human resources, and preserve its natural resources while stimulating technology, promoting commerce, and utilizing sound fiscal policy.

It is the City Council's resolve that this mission will instill a sense of pride and accomplishment in its citizens and that the City will be known as a progressive, innovative, balanced, and environmentally sensitive community." As a board or commission member, you will play an important role in the achievement of this mission. Your ideas and advice on a variety of City issues will assist the City Council in fulfilling its responsibilities to our citizens. In addition, your service will give you an opportunity to increase your knowledge about municipal government operations and you will see the results of your work with fellow members put into action by the City Council, City Manager and City departments.

Thank you for accepting this responsibility and challenge. Your service to our community is greatly appreciated. We hope that you will find your service as a board or commission to be both enjoyable and rewarding.

Sincerely,
Randi Rohl, JD, MMC
Legislative Director 1 City Clerk

SECTION 2

THE ROLE AND AUTHORITY OF BOARD AND COMMISSION MEMBERS
The primary role of boards and commissions is to serve in an advisory capacity to the City Council on specified matters and encourage increased public input and participation in the local government decision -making process. Boards and commissions are not involved in the administration or operation of City departments and may not direct administrative staff to initiate programs, conduct major studies, and/or establish official policy without the approval of the City Council. City staff members are available to provide general staff assistance and support to boards and commissions.

While boards and commissions generally serve in an advisory capacity, the City Council may authorize certain boards or commissions to take final action in prescribed areas pursuant to statutory law. For example, the Planning Commission is authorized to grant final approval on certain projects while providing recommendations on others. In addition, staff may bring various projects to a board or commission for their review before taking the matter to the City Council forfinal approval.

Boards and commissions serve as the principal reviewing body for matters referred to them with final decision -making authority remaining with the City Council.

I. General Information About Becoming a Board or Commission Member Appointment and Removal
The Temecula Municipal Code sets forth the board and commission appointment and removal provisions. Appointments are subject to the approval of a majority of the City Council. A majority of the City Council may also remove an appointee for good cause. Board and commission members may be selected based on a variety of criteria and public presentation. The following guidelines may be used in the appointment of board and commission members:

Public application, presentation and selection process
Applications, letters of recommendation, and references Attendance records of incumbent board and commission members Members usually represent a cross-section of the community. No board or commission member shall be an employee of the City. Members may not serve on more than one board or commission at a time. General qualitative attributes of board and commission members include, but are not limited to, the following:
• Be an informed resident (knowledgeable about local affairs) • Have a good rapport with all segments of the community • Have a genuine concern for residents and the community as a whole • Be a good listener
• Be open and honest
• Relate well to others, including other board and commission members • Be accepting of decisions that are the will of the majority • Show respect for viewpoints other than your own
• Allow others adequate time to present their views before making comments • Welcome new members and help them become acquainted with their duties • Strive to minimize strife and polarization among members Orientation
Upon appointment to a board or commission, the City Clerk and/or City Attorney will provide a formalized orientation to include review of the Boards and Commissions Handbook, open meeting

laws and conflicts of interest. Orientation will also include administrative processing and a meeting with the City Manager or his/her designee. The corresponding department will conduct an orientation on the subject matter specific to each board or commission.

Attendance
Notwithstanding the differences in the subject matter jurisdiction of each board or commission, all members share some basic responsibilities. Meeting attendance is a fundamental responsibility. All members are expected to regularly attend their respective board or commission meetings. Three unexcused, consecutive absences constitute a vacancy of office.

Subject Matter Jurisdiction
Members must stay informed on subjects of interest to their specific board or commission. The City Council encourages and provides opportunities for continuing education to assist board and commission members in the conduct of their duties. The subject matter jurisdiction of each board and commission is as follows:

Old Town Local Review Board - The Old Town Local Review Board (OTLRB) reviews and makes recommendations on topics related to the Old Town Specific Plan, matters of historical significance and architectural themes in the historic district.

Community Services Commission - The Community Services Commission (CSC) reviews and makes recommendations on topics related to the Parks and Recreation Element of the General Plan and works to provide parks and recreation services and programs for the community.

Planning Commission - The Planning Commission (PC), serving as the designated statutory planning agency for the City of Temecula, reviews and makes recommendations on topics related to subdivisions, specific plans, zone changes, plot plans and conducts legally required public hearings.

Public/Traffic Safety Commission - The Public/Traffic Safety Commission (PTSC) reviews and makes recommendations on topics related to speed zones, stop signs, signals, pavement markings, traffic design and engineering.

Race, Equity, Diversity and Inclusion Commission - The Race, Equity, Diversity and Inclusion Commission (REDI) reviews and makes recommendations on topics of diversity and inclusion within City events, services, programs and policies and enhanced community relations.

Opportunities for Engagement
Board and commissioner members are encouraged to become acquainted with the City, its values, and operational structure. To obtain this knowledge, board and commission members are encouraged to do the following:
✓ Attend City Council Meetings
✓ Attend City -Sponsored Special Events
✓ Attend Other Board and Commission Meetings
✓ Meet with City Council Board and Commission Liaisons
✓ Meet with the City Manager, Executive Directors, and/or Other Staff Members ✓ Participate in Subcommittee Opportunities
✓ Participate in Annual Board and Commission Assessments and Joint Meetings Revised January 2023

II. General Information About Operating as a Board or Commission Board and Commission Organization and Meetings
All board and commission meetings shall be publicly noticed and conducted in the same manner as City Council meetings. Board and commission meeting agendas and minutes shall be created, approved and publicly retained in the same manner as those of the City Council. Guidance on these matters shall be provided by the City Clerk and City Attorney. Each board and commission shall annually elect a chairperson and vice -chairperson. The main responsibility of the chairperson shall be to run orderly and effective meetings ensuring that all voices are heard, including those of fellow board and commission members and the public. The chairperson will work with the corresponding department director and staff on agenda content and to ensure the meetings are conducted in an effective, efficient and inclusive manner.

Members should take particular care to comply with the open public meeting laws set forth in the Brown Act. While staff provides the appropriate notice and agendas for board and commission meetings, individual members must take care to not discuss City business with other board or commission members, either together or one at a time, outside of a properly noticed public meeting.

A summary of the major provisions and requirements of the Ralph M. Brown Act is included in this handbook.

City Council Liaisons and Joint Meetings
The City Council annually appoints one Council Member to serve as a liaison to each board and commission. The appointed member is available for individual consultations with that board or commission and may attend board or commission meetings. In addition, each board and commission shall meet jointly with the City Council annually at a regularly scheduled City Council meeting as follows:
1st Meeting in February — Planning Commission and Old Town Local Review Board 2nd Meeting in February — Public/Traffic Safety Commission 1st Meeting in March — Community Services Commission
2na Meeting in March — Race, Equity, Diversity and Inclusion Commission The annual joint meeting schedule may be adjusted from time to time depending upon the operational and organizational needs of the City and staff to include time sensitive items on the agenda. During the annual joint meeting, each board and commission shall provide an overview of the previous year highlights, anticipated activities for the upcoming year, and take further direction from the City Council as necessary.

In addition to the report at the annual joint meeting, board and commission members may present at City Council meetings providing a verbal report on the status of their respective board or commission as a routine item on the regular agenda.

Working with Staff and Fellow Members
Board and commission members are individually appointed by the City Council. City staff assigned to work with boards and commissions report to the City Manager, who in turn, reports to the City Council. A department director or administrator arranges staff support for each group. If a board or commission member wishes to initiate a project that requires in depth staff involvement, it is necessary for the project to be placed on the board or commission agenda for discussion and recommendation to the City Council so that the project may be authorized. Staff may begin preparing the necessary reports and studies after the City Council has authorized the project.

Providing in depth staff support may require operational adjustments. Members are encouraged to Revised January 2023

be cognizant of the time involved on the part of staff in preparing requested studies and reports.

With respect to general discussion at board and commission meetings, members should make every attempt to clarify differences and make certain that clear communication is taking place when recommendations are discussed and approved. If differences cannot be resolved, the Department Director, City Manager and/or Council Member serving as the Board or Commission Liaison may be consulted to resolve the matter.

Staff Reports to the City Council
On occasion, staff will be required to prepare an agenda report on a board or commission item for City Council review. The staff member should present both the staff position and the board or commission position in the report. The majority and minority viewpoints of the board or commission members should also be presented. It is the desire of the City Council to have an opportunity to hear and consider all sides of an issue and alternative recommendations to assist in their decision - making process.

Board and Commission Goals and Department Priorities
The City prepares an annual budget and operates on a fiscal year budget cycle. Boards and commissions are encouraged to annually review and comment on department programs and capital projects that may relate to their scope of interest. This evaluation is intended to focus attention on the overall department program and service priorities and board and commission objectives as opposed to departmental operations.

Public Hearinas
In some instances, boards or commissions will have to conduct a public hearing, either on a major issue of concern to the community, on a permit application, or on an appeal of a staff decision. Most board and commission actions and recommendations may be appealed or otherwise sent to the City Council for review and approval. Certain Planning Commission actions may be final with no right of appeal. Care must be taken in the maintenance of the official record of any proceeding. The procedure established by the City Attorney must be followed during the conduct of these hearings.

Legislative Positions
Boards and commissions may review and make recommendations on ballot proposals and legislation requested by the City Council. The City Council shall review all such recommendations.

Board or commission members shall only represent the majority position of the City Council on such matters unless speaking as an individual or indicating a minority opinion.

Legal Assistance
Some boards or commissions, such as the Planning Commission, may require the presence of a City Attorney. When there is doubt concerning the legality of an issue, the attorney will advise members on the proposed course of action. In the absence of an attorney, when there is doubt about the legality of a procedure, the board or commission should refrain from additional discussion and decision making until a legal opinion is rendered. If necessary, a hearing may be continued until matters can be clarified. In all cases, the direction of the City Attorney should be followed closely.

III. General Information About Personal Conduct as a Board or Commission Member Representation on Behalf of the City
Board and commission members must be cognizant of their presence and public stance as a representative of the City and the board or commission they serve. Members must refrain from presenting their personal views or recommendations as representing the board or commission Revised January 2023

unless such a body has voted to approve the action. When expressing views that the majority of the board or commission has not approved, members must indicate their opinion is that of a private individual. Personal opinions must be identified as such.

Public statements should not include promises or direction that may be construed to be binding on the board or commission, City Council, or City staff. When making a public statement, members should indicate that board and commission actions are advisory in nature and final action on the recommendations will be taken by the City Council.

Planning Commissioners should not express any views on projects that will come before them. The Planning Commission must provide legal due process for applicants which requires that commissioners not express any bias or views on a project until all of the information is presented at a public hearing and the applicant and public have expressed their views on the matter.

Board and commission members are empowered by appointment to represent the general interest of the City and the board or commission on which they serve. Representation in their appointed capacity does not include specific program areas and/or special interest groups they may be professionally and/or personally affiliated with.

Public Appearance Before a Legislative Body
If a board or commission member appears in a non -official, non -representative capacity before any public or private body, the member shall not identify or disclose membership on a City board or commission. If a question of membership arises, the member shall indicate that they are appealing and speaking as an individual. There are significant legal restrictions on the ability of a board or commission member to appear before any board or commission of the City, and particularly his or her own board or commission. The City Attorney should be consulted in advance of any such appearance.

Running for Elective Office While Appointed
Members shall be permitted to retain membership on their respective board or commission while seeking any elective office. Members of these bodies shall not, however, use the meetings, functions or activities of such bodies for purposes of campaigning for elective office. There are also significant conflict of interest rules relating to campaign contributions to a board or commission member who is running for elective office. Campaign contributions to board or commission members may be considered income and the conflict of interest rules apply to board or commission actions involving a campaign contributor. These rules are described in the Conflict of Interest Handbook and the City Attorney should be consulted if a member decides to run for elective office.

Revised January 2023

SECTION 3

�ovTExlt CITY OF TEMECULA
:- City Clerk's Office
o
iss9 `^ PROCEDURES FOR
"Oj'onv . tiwYa�

BOARDS AND COMMISSIONS
Purpose:

The City of Temecula currently has one board and four commissions. Various resolutions and the municipal code of the City of Temecula contain general provisions which govern the City's boards and commissions. The Planning Commission is also subject to statutory provisions pursuant to law. This document generally governs the City Clerk's office procedures regarding boards and commissions. A general description of the existing board and commissions is as follows:

Old Town Local Review Board
The Old Town Local Review Board (OTLRB) reviews and makes recommendations on topics related to the Old Town Specific Plan, matters of historical significance and architectural themes in the historic district. The Old Town Local Review Board meets the second Monday of each month at 9:00 a.m. in the Council Chambers at City Hall.

Community Services Commission
The Community Services Commission (CSC) reviews and makes recommendations on topics related to the Parks and Recreation Element of the General Plan and works to provide parks and recreation services and programs for the community. The Community Services Commission meets the second Monday of each month at 6:00 p.m. in the Council Chambers at City Hall.

Planning Commission
The Planning Commission (PC), serving as the designated statutory planning agency for the City of Temecula, reviews and makes recommendations on topics related to subdivisions, specific plans, zone changes, plot plans and conducts legally required public hearings. The Planning Commission meets the first and third Wednesday of each month at 6:00 p.m. in the Council Chambers at City Hall.

Public/Traffic Safety Commission
The Public/Traffic Safety Commission (PTSC) reviews and makes recommendations on topics related to speed zones, stop signs, signals, pavement markings, traffic design and engineering.

The Public/Traffic Safety Commission meets the fourth Thursday of each month at 6:00 p.m. in the Council Chambers at City Hall.

Race, Equity, Diversity and Inclusion Commission
The Race, Equity, Diversity and Inclusion Commission (REDI) reviews and make recommendations on topics of diversity and inclusion within City events, services, programs and policies and enhanced community relations. The Race, Equity, Diversity and Inclusion Commission meets the second Thursday of each month at 6:00 p.m. in the Council Chambers at City Hall.

APPOINTMENT OF BOARD AND COMMISSION MEMBERS
The City Council is the appointing body for the City's boards and commissions. When a vacancy occurs, whether it is by expiration of term, resignation or other circumstance, the City Council shall fill that vacancy through appointment. o Scheduled Vacancv - Prior to a board or commission term expiring, a notice shall be published in a local newspaper of general circulation and posted at the City's designated posting locations (Temecula Library, Chamber of Commerce and Civic Center) pursuant to the Government Code. In addition, the vacancy shall be advertised through a variety of methods (i.e., City website, PEG Channel, flyers in City Hall lobby and at City -affiliated events, email lists, Constant Contact, press releases, social media, etc.).
o Unscheduled Vacancv- In the event of an unscheduled vacancy, occurring by resignation or other circumstance, the "Special Notice of Vacancy" shall be immediately posted and published pursuant to Government Code 54974. In addition, the unscheduled vacancy shall be advertised utilizing the same methods as identified above for scheduled vacancies.
• Unless otherwise indicated, a vacancy shall be advertised for no less than sixty (60) days from the date of publication.
• If multiple vacancies occur on a board or commission within sixty (60) days of one another, the City Council may at its discretion consider those vacancies jointly without advertising again.
• The City Clerk shall provide incumbent commission member(s) with a notification advising of the upcoming expiration and inviting them to reapply. • All applicants will be advised that the appointment process is a public process subject to the Brown Act and Public Records Act.
• Applications will be electronically accessible through the City's website and will be processed as follows:
o Completed applications will be electronically accepted in a standardized manner by the City Clerk's office as Council directed, indicating interest in one or more board or commission. Completed applications include the application itself, along with any attachments (i.e., resume, letter of recommendation, etc.). o The City Clerk will provide a non -redacted set of qualified applications, with all attachments, to each council member electronically. Said applications shall be provided to the City Council for their review at least ten (10) days prior to the Council meeting at which an appointment will be considered. o Appointments shall be calendared as a business item at a regularly scheduled or special City Council meeting. At the Council meeting, candidates shall provide a five (5) minute presentation on why they wish to be appointed to the relevant board or commission. After questions and discussion, the Council shall indicate their preferences and make an appointment. A majority vote of the City Council is required for appointment.

2. ORIENTATION OF NEW BOARD OR COMMISSION MEMBERS
• Each new board or commission member shall receive a new member orientation. The orientation shall be coordinated through the City Clerk and include the following:
o City Manager / City Council — Welcome on Behalf of the City and City Council o City Clerk — General Review of Commission Handbook, Review and Completion of Statement of Economic Interests (Form 700), Review of AB 1234 Ethics Training Requirements
o Human Resources — Review and Completion of Personnel -Related Materials o IT — Issuance of Proximity Cards
o City Department for Board/Commission — Introduction to Relevant Staff Members, Overview of Meetings and Board/Commission Makeup, Review of Pending Topics that Fall Under the General Jurisdiction of the Specific Board or Commission

3. REMOVAL OF BOARD AND COMMISSION MEMBERS
• The City's Municipal Code, specifically Section 2.40.050, governs the removal process for any board or commission member and specifically states that a majority of the City Council may remove an appointee for good cause. Under Section 2.40.090, a position is declared vacant when a member is absent from three consecutive meetings without excuse.

4. ANNUAL POSTING OF COMMISSIONERS
Pursuant to Government Code Section 54972 (Maddy Act), on or before December 31 of each year, the City Clerk's office shall prepare and post the Local Appointments List. The list shall be posted on the City Hall posting board and on the City's website.

The list shall be updated to reflect new board and commission appointments as needed.

5. TRAINING FOR BOARD AND COMMISSION MEMBERS
The City Clerk shall coordinate a citywide boards and commissions training in conjunction with the City Council, City Manager, City Attorney and Department Directors who serve as liaisons to the respective boards and commissions as needed.

The training may cover a variety of topics, including but not limited to, the Commission Handbook, AB 1234 ethics training, conflicts of interest, Brown Act, and board and commission member roles. The training shall be noticed pursuant to the Brown Act.

6. JOINT MEETINGS AND RECOGNITION
Service recognitions for board and commission members will take place annually at the first regularly scheduled City Council meeting in January. Joint meetings of the City Council and each board and commission shall be held at the regularly scheduled City Council meetings in February and March. If desired, the City Clerk's office shall also coordinate an annual informal gathering of the board and commission members and City Council.

Procedure No.: 014
Last Revised: January 2023

SECTION 4

ORDINANCE NO. 89-13

AN URGENCY ORDINANCE OF THE CITY COUNCIL OF
THE CITY OF TFA1ECULA ESTABLISHING THE

PLANNING AGENCY
WHEREAS, the City of Temecula was incorporated on December 1, 1989 as a general law city in the State of California;
WHEREAS, it is necessary for the efficient operation of the affairs of the City that there be an interim Planning Commission;
WHEREAS, prior to incorporation, the Planning Agency as the County Planning Commission, except in certain minor land use matters where the Planning Director served as the Planning Agency;
WHEREAS, it is the intent of the City of Temecula to establish its own Planning Commission;
WHEREAS,until the City Council can select its own Planning Commission to serve, as its Planning Agency, it prefers to continue to use the services of the County Planning Commission, so long as no decision of the County Planning Director or County Planning Commission is final until it has been received and considered by the City Council.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS:

Section 1. An interim Planning Agency for the City of Temecula is hereby established.

The members of the Riverside County Planning Commission and the Riverside County Planning Director shall serve as the members of the interim Planning Agency pursuant to the functions granted to them under the County Ordinances, which the City as adopted by reference. The County Planning Commission and the County Planning Director shall continue these functions until the City Council has appointed a City Planning Commission.

Section 2. Notwithstanding Section 1 of this Ordinance, and any provisions of the County Ordinances to the contrary, notice of all decisions of the County Planning Director and the County Planning Commission shall be filed with the Clerk of the City Council, together with a repost of the proceedings, not more than fifteen (15) days after the decision. A copy of the Notice of Decision shall be mailed to Applicant and to any person who has made a written request for a copy of the decision. The City Clerk shall place the Notice of Decision on the next agenda of the Ords 89-13

City Council held five (5) or more days after the Clerk receives the Notice. The decision of the County Planning Director or the County Planning Commission is considered final, and no action by the City Council is required unless, within ten (10) days after the Notice of Decision appears on the Council's agenda, the Applicant or interested party files an appeal, accompanied by the fee set forth in the County Ordinances, with the Clerk of the Board of Supervisors, or unless the City Council assumes jurisdiction by ordering the matter set for public hearing.

Section 3. Ordinance No. 89-04 of the City of Temecula is hereby repealed..

Section 4. The City of Temecula was incorporated on December 1, 1989. Unless this Ordinance becomes effective immediately, there will be no effective means to administer the zoning and planning laws adopted by the City Council at its organizational meeting.

Administration of said laws by the local planning agency is necessary to protect the public peace, health and safety. This Ordinance is therefore necessary of the immediate preservation on the public peace, health and safety, and shall take effect immediately.

Section 5. The City Clerk shall certify to the adoption of this Ordinance and cause it to be posted in three designated posting places.

Section 6. SEVERABILITY. The City Council hereby declares that the provisions of this Ordinance are severable and if for any reason a court of competent jurisdiction shall hold any sentence, paragraph, or section of this Ordinance to be invalid, such decision shall not affect the validity of the remaining parts of this Ordinance.

PASSED, APPROVED AND ADOPTED this 26th day of December, 1989. 41-J14�1�
Ronald J. Parks, Mayor
ATTEST:

F. D. Aleshire, City Clerk
[SEAL]
Ords 89-13

STATE OF CALIFORNIA)

COUNTY OF RIVERSIDE) SS

CITY OF TEMECULA )
I, F. D. Aleshire, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 89-13 was duly adopted at a regular meeting of the City Council of the City of Temecula on the 26th day of December, 1989, by the following roll call vote.

AYES: 4 COUNCILMEMBERS:

NOES: 0 COUNCILMEMBERS:

ABSENT: 1 COUNCILMEMBERS:

Ords 89-13
Birdsall, Moore„ Munoz,
Parks
None
Lindermans
�i
F. D. Aleshire, City Clerk

ORDINANCE NO. 92-17

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA AMENDING CHAPTER 12.01 OF THE TEMECULA MUNICI-

PAL CODE RELATING TO THE ESTABLISHMENT OF A TEMECULA

PUBLIC/TRAFFIC SAFETY COMMISSION AND REPEALING CHAPTER

11.01 OF THE TEMECULA MUNICIPAL CODE

THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY
ORDAIN AS FOLLOWS:

Section 1. Chapter 12.01 of the Temecula Municipal Code is hereby amended to read as follows:
"12.01.010 Public/Traffic Safety Commission Established. Pursuant to Section 2.06.010 of this Code, there is hereby created an advisory commission to the City Council which shall be known as the "Temecula Public/Traffic Safety Commission." 12,01.020 Commission Composition and Membership. The Public/Traffic Safety Commission shall consist of seven () Members appointed by the City Council pursuant to Section 2.06.050 of this Code. NIM offiwrs or employees of the City or person. under a:� employment contract subject to the jurisdiction of the City Council shall be members of such Commission.
12,01.030 Term of Office. Terms of office for Public/Traffic Safety Commissioners shall be three (3) years with staggered terms. Initially, all seven (7) members may be selected at once. In order to achieve staggered terms, three members shall be appointed for terms of three (3) years; two members for terms of two (2) years; and two members for terms of one (1) year, said terms to be determined by the drawing of lots. At the completion of any term, a Commission member may be reappointed pursuant to the procedures set forth in Section

2.06.050 of this Code.

12.01.040 Staff Assistance. The City Manager shall ensure that adequate staff will be allocated to provide necessary technical and clerical assistance to the Commission.

12.01, 050 Time and Place of Meeting. The Public/Traffic Safety Commission shall establish a regular date, time, and place for Commission meetings, which shall be open to the public. Said meetings shall occur no less frequently than once a month. 12,01.060 Duties. The Public/Traffic Safety Commission shall advise the City Council on all matters subject to the jurisdiction of the Council pertaining to the public and Ord* 92-17

traffic safety. The duties of the Public/Traffic Safety Commission shall be established by Resolution of the City Council.

12.01,070 Public Hearings. Whenever the Commission determines, by a two-thirds (2/3's) majority of those Members present, that its deliberations with respect to a particular matter or matters would be substantially aided by the presentation of testimony from the citizens of the City, or of a certain area of the City, the Commission may direct a public hearing be held concerning such matter or matters. Notice of such a hearing shall be provided by __hlinn4in newspaper of general 1 tioL 1.l:nl,uA ' F Ie«.cc l.. U yuv,i%uuvri lri a riew� �,. .,� b.,,.., C1rCu�auvu FUULIaM U lri e CILLY vi �ii,� uia, and/Or vy posting the same in at least three (3) public places, not later than seven (7) days prior to the date of the hearing. Such hearings shall be conducted in accordance with the rules established for the conduct of hearings before the City Council unless the Council, by Resolution, shall otherwise provide."
Section 2. Chapter 11.01 of the Temecula Municipal Code is hereby repealed.

Section 3. SEVERARiiI=_ The City Council hereby declares that the provisions of this Ordinance are severable and if for any reason a court of competent jurisdiction shall hold any sentence, paragraph, or section of this Ordinance to be invalid, such decision shall not affect the validity of the remaining parts of this Ordinance.

Section 4. This Ordinance shall be in full force and effect thirty (30) days after its passage.

Section 5. The City Clerk shall certify to the adoption of this Ordinance.

PASSED, APPROVED AND ADOPTED this loth day of November, 1992.

A, "�
- ( )�"_ Patricia H. Birdsall, Mayor
ATTEST:

RAU
JAWW��eek, City Clerk
[SEAL]
Ord* 62-17

-- STATE OF CALIFORNIA )

COUNTY OF RIVERSIDE) SS

CITY OF TEMECULA )
I, June S. Greek, City Clerk of the City of Temecula, HEREBY DO CERTIFY that the foregoing Ordinance No. 92-17 was duly introduced and placed upon it first reading at a regular meeting of the City Council on the 27th day of October, 1992, and that thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council on the loth day of November, 1992, by the following roll call vote.

AYES:
4 COUNCILMEMBERS:

NOES:
0 COUNCILMEMBERS:

ABSENT:
1 COUNCILMEMBERS:

Ord. az-n 3
Lindemans, Munoz, Parks,
Birdsall
None
Moore
--Cn-
- Q" e S. Greek, City Clerk

1 ORDINANCE NO. 93-06

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA AMENDING CHAPTER 13.01 TO THE TEMECULA

MUNICIPAL CODE RELATING TO THE ESTABLISHMENT OF A

TEMECULA COMMUNITY SERVICES COMMISSION
WHEREAS, On April 24, 1990, the City Council of the City of Temecula adopted Ordinance 90-05, which added Chapter 13.01 to the Temecula Municipal Code establishing the Temecula Parks and Recreation Commission, and
WHEREAS, on February 2, 1993, after due consideration, the Temecula City Council accepted the recommendation of the Parks and Recreation Commission to officially change the name of said Parks and Recreation Commission to the Community Services Commission;

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF TEMECULA DOES RESOLVE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. Chapter 13.01 of the Temecula Municipal Code is hereby amended as follows:
"13.01.010 Temecula Community Services Commission - Established. There is hereby established a Temecula Community Services Commission. 13,01.020 Time and place of meeting. The time and place of the meetings of the Temecula Community Services Commission shall be established by resolution of the Commission.

13.01.030 Duties. The duties of the Temecula Community Services Commission shall be established by resolution of the City Council." Section 2. SEVERABILITY. The City Council hereby declares that the provisions of this Ordinance are severable and if for any reason a court of competent jurisdiction shall hold any sentence, paragraph, or section of this Ordinance to be invalid, such decision shall not affect the validity of the remaining parts of this Ordinance.

Section 3. This Ordinance shall be in full force and effect thirty (30) days after its passage.
210rds 63-06 11/'01196

Section 4. The City Clerk shall certify to the adoption of this Ordinance and cause the same to be posted in the manner prescribed by law.

PASSED, APPROVED AND ADOPTED this 9th day March, 1993.
6p-
Sal M04 May r
ATTEST:

Greek, City Cle

STATE OF CALIFORNIA)

COUNTY OF RIVERSIDE) SS

CITY OF TEMECULA )
I, June S. Greek, City Clerk of the City of Temecula, California, DO HEREBY CERTIFY that the foregoing Ordinance No. 93-06 was duly introduced and placed upon its first reading at a regular meeting of the City Council on the 23rd day of February, and that thereafter, said Ordinance was duly adopted and passed at a regular meeting of the City Council of the City of Temecula on the 9th day of March, 1993 by the following roll call vote:

AYES: 4 COUNCILMEMBERS: Parks, Roberts, Stone, Munoz
NOES: 0 COUNCILMEMBERS: None
ABSENT: 1 COUNCILMEMBERS: Birdsall 4��t�
-2�•
Jun S Greek, City Clerk
210rds 93-06 10/30/96

RESOLUTION NO. 2020-59

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF TEMECULA ESTABLISHING THE RACE, EQUITY,

DIVERSITY AND INCLUSION (REDI) COMMISSION

THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS:

Section 1. Race Eguity, Diversity and Inclusion Commission Established. Pursuant to Section 2.40.010 of the Temecula Municipal Code, there is hereby created an advisory commission to the City Council which shall be known as the "Race, Equity, Diversity and Inclusion Commission."
Section 2. Commission Composition and Membership. The Race, Equity, Diversity and Inclusion Commission shall consist of seven (7) members appointed by the City Council pursuant to Section 2.40.020 of the Temecula Municipal Code. No officers or employees of the City or person under an employment contract subject to the jurisdiction of the City Council shall be a member of such Commission.

Section 3. Term of Office. Terms of office for the Race, Equity, Diversity and Inclusion Commission shall be three (3) years with staggered terms. Initially, all seven (7) members may be +►" selected at once. In order to achieve staggered terms, three members shall be appointed for terms of three (3) years; two members for terms of two (2) years; and two members for terms of one (1) - year. Said terms shall be determined by a randomized drawing. At the completion of any term, a commission member may be reappointed pursuant to Temecula Municipal Code 2.40.060.

Section 4. A_nnointment, Removal and Vacancies. Members of the Race, Equity, Diversity and Inclusion Commission shall be appointed and removed in the same manner as other boards and commissions within the City pursuant to Temecula Municipal Code 2.40.050. Vacancies shall be filled pursuant to 2.40.070.

Section 5. Time and Place of Meeting. The Race, Equity, Diversity and Inclusion Commission shall meet regularly on the second Thursday of each month at 6 p.m. in the Council Chambers in City Hall located at 41000 Main Street, Temecula.

Section 6. Stipend. The Race, Equity, Diversity and Inclusion Commission shall receive the same stipend as the other boards and commissions pursuant to Temecula Municipal Code Section 2.40.100.

Section 7. Staff Assistance. The City Manager shall ensure that adequate staff will be allocated to provide necessary assistance to the commission similar to that of other boards and commissions within the City.

Section 8. Role and Purpose. Similar to other boards and commissions, with the exception of those with statutory responsibilities, the role of the Race, Equity, Diversity and Inclusion

Commission shall be advisory in nature, with legislative authority remaining with the City Council.

The commission shall consider various items within its jurisdiction, including items suggested by the City Council and City Manager, and make recommendations. The commission shall work with and through the assigned Department Director and liaison to collaborate on reports and recommendations, including its annual report to the City Council.

The purpose of the Race, Equity, Diversity and Inclusion Commission shall be as follows:
• Build Strong Relationships Around Issues of Diversity, Inclusion and Equity With the City Council, Commissions, Staff and Community
• Learn About Existing City Events, Services and Programs and Identify Opportunities for Further Diversity and Inclusion within the Same
• Serve as Ambassadors to Educate the Community About Opportunities Relatcd to Diversity and Inclusion within City Events, Services and Programs ■ Identify Opportunities for Enhanced Communication with All Residents, Including with Those of Various Race, Ethnic, Gender, Disability, Religious, and/or Cultural Backgrounds
• Identify Opportunities for Improved Outreach to All Residents on Various City Efforts and Initiatives
• Evaluate Policies Brought to the Commission for Consideration with an Equity Lens and Make Recommendations
Section 9. The City Clerk shall certify to the passage and adoption of this resolution PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 25`h day of August, 2020.

M ann Edwards, Mayor Pro Tempore
ATTEST:
:--e �
Ran v , City Clerk
[SEAL]

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
1, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 2020-59 was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 25`h day of August, 2020, by the following vote:

AYES: 4 COUNCIL MEMBERS: Edwards, Naggar, Rahn, Schwank NOES: 0 COUNCIL MEMBERS:

ABSTAIN: 0 COUNCIL MEMBERS
ABSENT: 0 COUNCIL MEMBERS
I
None
None
No
Randi Johl, City Clerk
3 SECTION .5

INSTITUTE FOR

LOCAL GOVERNMENT
FOUNDED 1955

PUBLIC SERVICE ETHICS
State Ethics Training Requirements
For Local Officials:

Frequently Asked Questions (FAQs)
9104112 Edition
Overview of Requirement

1. What requirements does AB 1234 create regarding ethics training for local officials?
The basic thrust of AB 1234 is to require covered officials (see next question) to take two hours of training in ethics principles and laws every two years.1 Who's Covered

2. Who must receive mandatory ethics training?
Basically the requirement applies to those elected or appointed officials who are compensated for their service or reimbursed for their expenses.2 The specific trigger for this requirement is whether the agency either compensates or reimburses expenses for members of any of its Brown Act covered bodies; if it does, then all elected and appointed "local agency officials" (as defined) must receive this training.3 "Local agency official" means any member of a legislative body or any elected local agency official who receives compensation or expense reimbursement.4
"Local agency" means "a city, county, city and county, charter city, charter county, charter city and county, or special district."5 Thus the training requirement does not include agencies on which local officials serve (for example, redevelopment agency governing boards or joint powers agencies), although many such officials will likely be covered by virtue of their status with cities, counties and special districts. Note that it also does not include school districts.

Note that local agencies also have the option of requiring certain employees to receive this training.6
1400 K Street, Suite 205 • Sacramento, CA 95814 • 916.658.8208 F 916.444.7535 • www.ca-ilg.org

State Ethics Training Requirements
For Local Officials: FAQs September 2012
I What if an agency has a number of board members and
commissioners who could theoretically get reimbursed for such expenses but as a practical matter haven't been for a long time?
Determining whether such officials should receive such training involves a judgment call in consultation with one's agency attorney. Some agencies are rethinking whether they want to reimburse the members of all their commissioners and board members or be more selective.

Another consideration is whether the nature of such officials' duties are such that the official would benefit from such training and the agency would benefit from having this official be trained (in terms of reducing the likelihood of missteps).

Another approach is for an agency to identify all commissioners and board members that have been reimbursed and/or compensated in the past year and notify them of their need to receive training. For others who haven't been reimbursed and/or compensated, the expense reimbursement forms required by AB 12347 could include an advisory which alerts board members and commissioners of the need to get training if they are seeking reimbursement for expenses.

4. What about those who serve on multiple local agency bodies? The official only has to satisfy the requirement once (within one year of taking office and every two years after that). s
Institute for Local Government www.ca-ilg.org 2

State Ethics Training Requirements
For Local Officials: FAQs September 2012

5. Can AB 1234's ethics training requirements
constitutionally apply to charter cities?
Many city attorneys are not convinced that AB 1234 contains the necessary findings to make it applicable to charter cities, although the bill purports to apply to charter cities by including charter cities within the definition of local agency.9 However, a number of charter cities already have such training programs and/or think they would be helpful and hence, are voluntarily complying with the spirit of AB 1234. Such an approach may reflect well on a city and city officials should the local media inquire about city officials' compliance with AB 1234.

Timing and Deadline Issues

6. By when must an official receive such training and how often again after that?
Officials in Service as of January 1, 2006. Except for officials whose term of office ends before January 1, 2007, those in office on January 1, 2006 must receive the training before January 1, 2007.10 After that, they must receive the training at least once every two years. 11 Officials whose term of office ends before January 9, 2007 were excused.12 Those Beginning Service After January 1, 2006. Those who enter office after January 1, 2006 must receive the training within a year of starting their service. They must then receive the training every two years after that. 13
Reasonable attorneys disagree how the "every two years" requirement should be interpreted. One interpretation would be that, if an official received the required training on May 15, 2011, the official would need to receive training again on or before May 14, 2013. Another would be that this same official satisfied the requirement in 2011 and needs to again satisfy the requirement in 2013.

Institute for Local Government www.ca-ilg.org 3

State Ethics Training Requirements
For Local Officials: FAQs September 2012
Compliance and Enforcement

7. How do officials demonstrate compliance with the
mandatory ethics requirements?
When local agency officials receive the training, they will be given proof of participation.14 Copies of these certificates must be provided to the agency's custodian of records and maintained as public records subject to disclosure to the media, the public and others for at least five years.15

8. What is the enforcement mechanism to assure that local officials receive such training?
The new law is directory; there is no specific penalty for failing to complete the required training.16 Presumably there will be a periodic public records requests by the media, candidates and others to verify which officials have and have not met the requirements. 17
Local agencies are using a variety of techniques to encourage compliance.

Options include:

1. Circulate a List of Complying and Non -complying Officials within the Agency. Putting who has (and who has not) complied in writing along with a reminder that the agency is expecting media and other inquiries may be one way to encourage compliance. This list can be circulated to officials with a thank you to those who have satisfied the requirement and a list of options for compliance for those who have not.

2. Create a Financial Penalty. Another option for encouraging compliance is to adopt a policy that officials who have not complied with their AB 1234 training requirements will not be eligible to have their expenses reimbursed.

3. Make Compliance a Condition of Agency Service for Appointees. In situations where the non -compliant official is an appointee, a local policy could provide the appointment be either rescinded or that the non- complying individual is ineligible for re -appointment.

4. Post Certificates on Agency's Website. The agency can post scans of those within the agency who have complied with the requirement, which also lets the media and the public know how the official satisfied the training.

Institute for Local Government www.ca-ilg.org 4

State Ethics Training Requirements
For Local Officials: F Qs September 2012
Content Issues, Options for Satisfying the Requirement and Trainer Qualifications

9. Where can local officials get this training?
Local agencies must provide covered officials with a list of options for satisfying this requirement at least once a year.18 The training can occur in -person, online or on a self -study basis (read materials and take a test).19 Agencies are not required to provide the training themselves, although a number may choose to do so.

A variety of organizations offer such training (including law firms and nonprofit organizations). In addition, there are self -study materials available from the Institute for Local Government's website ( www.ca-ilg.org/AB 1234compliance) as well as a free online course at http://localethics.fppc.ca.gov or http://www.localethics.fppc.ca.gov that the Institute developed in collaboration with the FPPC.

The Institute also has materials for in-house counsel and others who are interested in offering such training.

10. How do people or organizations become certified as AB 1234 ethics trainers?
Strictly speaking, they don't. The Attorney General and FPPC have adopted guidelines for course curriculum accuracy and sufficiency, but there is no trainer - certification requirement.20
The Attorney General's guidelines require that the ethics law portion of AB 1234 training be given only by attorneys licensed to practice law in California and knowledgeable about California's ethics laws.

11. What issues must AB 1234 ethics training programs
address?
The training must cover general ethics principles relating to public service and ethics laws.21 "Ethics laws" are defined as including:::

Laws relating to personal financial gain by public officials (including bribery and conflict of interest laws);
• Laws relating to office -holder perks, including gifts and travel restrictions, personal and political use of public resources and prohibitions against gifts of public funds;
Institute for Local Government www.ca-ilg.org 5

State Ethics Training Requirements
For Local Officials: FAQs September 2012
Governmental transparency laws, including financial disclosure requirements and open government laws (the Brown Act and Public Records Act);
Law relating to fair processes, including fair contracting requirements, common law bias requirements and due process.

The Institute has materials to address these issues. The ILG resources can be found at www.ca-ilg.org/AB 1234compliance.

Given the breadth of the subjects that need to be covered, the goal of the training cannot be to teach local officials the law in each of these areas. Instead the goal needs to be to acquaint local officials with the fact that there are laws that govern their behavior in each of these areas, to motivate officials to comply with such laws (among other things by explaining the consequences of missteps) and to alert them on when they need to seek the advice of qualified legal counsel when issues arise with respect to such laws.

Note that the Attorney General's Guidelines allow those who have taken the initial overview course to go deeper into certain aspects of ethics law in subsequent compliance efforts. 23

12. Can I get State Bar minimum continuing legal education (MCLE) credit for attending AB 1234 training?
Yes. AB 1234 training is eligible for MCLE participatory credit,24 provided the training complies with MCLE requirements. It is not, however, eligible for MCLE legal ethics credit.zs
Brown Act Compliance

13. Must an AB 1234 training session that will be attended by a quorum of a legislative body comply with the Brown Act? The consensus appears to be that the Brown Act applies and therefore, the meeting must be open to the public and properly noticed.

The Brown Act requires regular "meetings" of "legislative bodies" of local public agencies be open and public.26 A "meeting" is "any congregation of a majority of the members of a legislative body at the same time and place to hear, discuss, or deliberate upon any item that is within the subject matter jurisdiction of the legislative body or the local agency to which it pertains."27 Theoretically, it is possible for a majority of the members of a legislative body to attend an AB 1234 training session without triggering the Brown Act provided that they neither hear Institute for Local Government www.ca-ilg.org 6

State Ethics Training Requirements
For Local Officials: FAQs
2012
nor discuss any topic that arguably comes within the legislative body's subject matter jurisdiction.

The goal of AB 1234 training, however, is to acquaint local officials with the laws that govern their behavior and motivate them to comply with such laws. In light of this goal, it is highly likely that training attendees will ask questions related to matters within the legislative body's subject matter jurisdiction. Accordingly, the Institute believes that the best course of action is to comply with the Brown Act.

Note that AB 1234 training that occurs at conference sessions are subject to the conference session exception to the Brown Act. 28
G:\INSTITUTE\Ethics\AB 1234 Ethics Programs and Certification\FAQs\State Ethics Training FAQs10-4.doc ' Cal. Gov't Code § 53235(a), (b).
2 The language is potentially confusing on this point. The new law says that if a local agency provides any type of compensation or reimbursement for members of its legislative bodies, then all "local agency officials" must receive training. See Cal. Gov't Code § 53235(a). But the definition of "local agency official" means "any member of a local agency legislative body or any elected official who receives any type of compensation ...or reimbursement for actual and necessary expenses incurred in the performance of official duties." See Cal. Gov't Code § 53234(c)(1). 3 Cal. Gov't Code § 53235(a) ("If a local agency provides any type of compensation, salary, or stipend to a member of a legislative body, or provides reimbursement for actual and necessary expenses incurred by a member of a legislative body in the performance of official duties, then all local agency officials shall receive training in ethics pursuant to this article"); § 53234(a) (defining legislative body by reference to the Brown Act, Government Code section 54952).
4 Cal. Gov't Code § 53234(c)(1).
5 Cal. Gov't Code § 53234(b).
6 Cal. Gov't Code § 53234(c)(2).
7 Cal. Gov't Code § 532323(a).

S See Cal. Gov't Code § 53235.1(c).
9 Cal. Gov't Code § 53234(b).
10 See Cal. Gov't Code § 53235.1(a).
" See Cal. Gov't Code § 53235.1(a).
12 Cal. Gov't Code § 53235.1(a).
13 See Cal. Gov't Code § 53235.1(b). The law requires that subsequent training occur at least once every two years." Some agencies interpret this to mean that training may occur in successive two year periods, not necessarily before the two year anniversary of the last training. This is an area where substantial compliance based on the spirit of the law should be sufficient. 14 Cal. Gov't Code § 53235.1(e).
15 Cal. Gov't Code § 53235.2.
16 Cal. Gov't Code § 53235.2.
'7 Note: in addition to maintaining records on compliance with the minimum standards imposed by AB 1234, local agencies may also want to maintain records of any additional training local agency officials received. This will enable those inquiring to ascertain the agency's and individual's full scope of commitment to understanding the ethical and legal obligations associated with public service. '8 Cal. Gov't Code § 53235(f).
19 Cal. Gov't Code § 53235(d).
20 See Cal. Gov't Code § 53235(c). The FPPC adopted it's guidelines as a regulation20 and the Attorney General issued General Guidelines on Course Accuracy and Sufficiency, which are available on the Department of Justice website: http:Hcaag.state.ca.us/ethics/eth loc guide_final.pdf. A summary of the state's guidelines for training is also available at www.ca-iliz.org/AB1234compliance .

Institute for Local Government www.ca-ilg.org 7

State Ethics Training Requirements
For Local Officials: FAQs
2012
21 Cal. Gov't Code § 53235(b).
22 Cal. Gov't Code § 53234(d).
23 See Attorney General Guidelines, bottom of page 3, available at http://oag.ca.gov/sites/all/files/pdfs/ethics/eth loc guide final.pdfl 24 State Bar's response to an inquiry by the Institute, November 6, 2006. 25 id.
26 Cal. Gov't Code § 54953.
27 Cal. Gov't Code § 54952.2 (emphasis added).
28 Cal. Gov't Code § 54952.2(c)(2) (Conference must be open to the public and attendees must be mindful of restrictions on discussing items with colleagues).

Institute for Local Government www.ca-ilg.org 8

SECTION 6

2021-2022
Statement of
Economic Interests
Form 700
A Public Document
Table of Contents
Quick Start Guide .................................................... p.2
Who? Where? How? When? .................................... p.3
Types of Statements ................................................. p.4
Cover Page and Schedules
CoverPage ........................................................ p.5
Schedule A-1 (Investments) ............................... p.7
Schedule A-2 (Business Entities/Trusts) ............
p.9
Schedule B (Real Property) ............................... p.11
Schedule C (Income).........................................p.13 Schedule D (Gifts)..............................................p.15 Schedule E (Travel Payments) ...........................p.17 Restrictions and Prohibitions....................................p.19 Q&A........................................................................p.20 Helpful Resources
• Video Tutorials
• Reference Pamphlet
• Excel Version
• FAQs
• Gift and Travel Fact
Sheet for State and
Local Officials
California Fair Political Practices Commission
1102 Q Street, Suite 3000 • Sacramento, CA 95811
Email Advice: [email protected]
Toll -free advice line: 1 (866) ASK-FPPC • 1 (866) 275-3772 Telephone: (916) 322-5660 • Website: www.fppc.ca.gov
December 2021

Quick Start Guide
Detailed instructions begin on page 3.

WHEN IS THE ANNUAL STATEMENT DUE?
• March 1 — Elected State Officers, Judges and Court Commissioners, State Board and Commission members listed in Government Code Section 87200
• April 1 — Most other filers
WHERE DO I FILE?
Most people file the Form 700 with their agency. If you're not sure where to file your Form 700, contact your filing officer or the person who asked you to complete it.

ITEMS TO NOTE!
• The Form 700 is a public document.
• Only filers serving in active military duty may receive an extension on the filing deadline. • You must also report interests held by your spouse or registered domestic partner. • Your agency's conflict of interest code will help you to complete the Form 700. You are encouraged to get your conflict of interest code from the person who asked you to complete the Form 700.

NOTHING TO REPORT?
Mark the "No reportable interests" box on Part 4 of the Cover Page, and submit only the signed Cover Page.

Please review each schedule carefully!
Common
Common
Schedule
Reportable Interests
Non -Reportable Interests
A-1:

Stocks, including those held in an IRA
Insurance policies, government bonds, diversified
Investments
or 401 K. Each stock must be listed.
mutual funds, funds similar to diversified mutual
funds.

A-2:

Business entities, sole proprietorships,
Savings and checking accounts, and annuities.

Business
partnerships, LLCs, corporations and
Entitites/Trusts
trusts. (e.g., Form 1099 filers).

Rental property in filer's jurisdiction, or
A residence used exclusively as a personal
Real Property
within two miles of the boundaries of
residence (such as a home or vacation property).
the jurisdiction.

Non -governmental salaries. Note that
Governmental salary (from school district, for
Income
filers are required to report only half of
example).
their spouse's or partner's salary.

Gifts from businesses, vendors, or
Gifts from family members.

Gifts
other contractors (meals, tickets, etc.).

Travel payments from third parties (not
Travel paid by your government agency.

Travel
your employer).

Payments
Note: Like reportable interests, non -reportable interests may also create conflicts of interest and could be grounds for disqualification from certain decisions.

QUESTIONS?
• [email protected]
• (866) 275-3772 Mon-Thurs, 9-11:30 a.m.

E-FILING ISSUES?
If using your agency's system, please contact technical support at your agency.

If using FPPC's e-filing system, write to [email protected].

FPPC Form 700(2021/2022)
[email protected] • 866-275-3772 • www..ca.gov
Page - 2

UIP..�'It New
Gift Limit Increase
The gift limit increased to $520 for calendar years 2021 and 2022. The gift limit in 2020 was $500.

W4 must file:
• Elected and appointed officials and candidates listed in Government Code Section 87200
• Employees, appointed officials, and consultants filing pursuant to a conflict of interest code ("code filers"). Obtain your disclosure categories, which describe the interests you must report, from your agency; they are not part of the Form 700
• Candidates running for local elective offices that are designated in a conflict of interest code (e.g., county sheriffs, city clerks, school board trustees, and water board members) Exception:
• Candidates for a county central committee are not
required to file the Form 700
• Employees in newly created positions of existing
agencies
For more information, see Reference Pamphlet, page 3, at www. fppc. ca. gov.

W4u to file:
87200 Filers
State offices
Your agency
Judicial offices
The clerk of your court
Retired Judges
Directly with FPPC
County offices
Your county filing official
City offices
Your city clerk
Multi -County offices
Your agency
Code Filers — State and Local Officials, Employees, and Consultants Designated in a Conflict of Interest
Code: File with your agency, board, or commission unless otherwise specified in your agency's code (e.g., Legislative staff files directly with FPPC). In most cases, the agency, board, or commission will retain the statements.

Members of Newly Created Boards and Commissions: File
with your agency or with your agency's code reviewing body pursuant to Regulation 18754.

Employees in Newly Created Positions of Existing Agencies:

File with your agency or with your agency's code reviewing body. (See Reference Pamphlet, page 3.)
Candidates file as follow:

State offices, Judicial
County elections official with
offices and
whom you file your
multi -county offices
z
declaration of candidacy
County offices
z
County elections official
City offices
z
City Clerk
Public Employee's
Retirement System
(CaIPERS)
z
CaIPERS
State Teacher's
Retirement Board
(CaISTRS)
z
CaISTRS
How to file:

The Form 700 is available at www.fppc.ca.gov . Form 700 schedules are also available in Excel format. Each Statement must have a handwritten "wet" signature or "secure electronic signature," meaning either (1) a signature submitted using an approved electronic filing system or (2) if permitted by the filing officer, a digital signature submitted via the filer's agency email address. (See Regulations 18104 and 18757.) Companies such as Adobe and DocuSign offer digital signature services. All statements are signed under the penalty of perjury and must be verified by the filer. See Regulation 18723.1(c) for filing instructions for copies of expanded statements.

W" to file:

Annual Statements
Z March 1, 2022
- Elected State Officers
- Judges and Court Commissioners
- State Board and State Commission Members listed in
Government Code Section 87200
April 1, 2022
- Most other filers
Individuals filing under conflict of interest codes in city and county jurisdictions should verify the annual filing date with their filing official or filing officer.

Statements postmarked by the filing deadline are considered filed on time.

Statements of 30 pages or less may be emailed or faxed by the deadline as long as the originally signed paper version is sent by first class mail to the filing official within 24 hours.

Assuming Office and Leaving Office Statements
Most filers file within 30 days of assuming or leaving office or within 30 days of the effective date of a newly adopted or amended conflict of interest code.

Exception:

If you assumed office between October 1, 2021, and
December 31, 2021, and filed an assuming office statement, you are not required to file an annual statement until March 1, 2023, or April 1, 2023, whichever is applicable. The annual statement will cover the day after you assumed office through December 31, 2022. (See Reference Pamphlet, page 6, for additional exceptions.

Candidate Statements
File no later than the final filing date for the declaration of candidacy or nomination documents. A candidate statement is not required if you filed an assuming office or annual statement for the same jurisdiction within 60 days before filing a declaration of candidacy or other nomination documents.

Late Statements
There is no provision for filing deadline extensions unless the filer is serving in active military duty. (See page 19 for information on penalties and fines.)
Amendments
Statements may be amended at any time. You are only required to amend the schedule that needs to be revised. It is not necessary to amend the entire filed form. Obtain amendment schedules at www.fppc.ca.gov .

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 3

Types of Statements
Assuming Office Statement:

If you are a newly appointed official or are newly employed in a position designated, or that will be designated, in a state or local agency's conflict of interest code, your assuming office date is the date you were sworn in or
otherwise authorized to serve in the position. If you are a newly elected official, your assuming office date is the date you were sworn in.
• Report: Investments, interests in real property, and
business positions held on the date you assumed the
office or position must be reported. In addition, income (including loans, gifts, and travel payments) received
during the 12 months prior to the date you assumed the
office or position.

For positions subject to confirmation by the State Senate or the Commission on Judicial Appointments, your
assuming office date is the date you were appointed or
nominated to the position.
• Example: Maria Lopez was nominated by the Governor
to serve on a state agency board that is subject to state Senate confirmation. The assuming office date is the
date Maria's nomination is submitted to the Senate.

Maria must report investments, interests in real
property, and business positions she holds on that date, and income (including loans, gifts, and travel payments) received during the 12 months prior to that date.

If your office or position has been added to a newly
adopted or newly amended conflict of interest code, use the effective date of the code or amendment, whichever is applicable.
• Report: Investments, interests in real property, and
business positions held on the effective date of the
code or amendment must be reported. In addition,
income (including loans, gifts, and travel payments)
received during the 12 months prior to the effective date of the code or amendment.

Annual Statement:

Generally, the period covered is January 1, 2021,
through December 31, 2021. If the period covered by
the statement is different than January 1, 2021, through December 31, 2021, (for example, you assumed office
between October 1, 2020, and December 31, 2020 or you
are combining statements), you must specify the period
covered.
• Investments, interests in real property, business
positions held, and income (including loans, gifts, and travel payments) received during the period covered
by the statement must be reported. Do not change the
preprinted dates on Schedules A-1, A-2, and B unless
you are required to report the acquisition or disposition of an interest that did not occur in 2021.
• If your disclosure category changes during a reporting period, disclose under the old category until the effective date of the conflict of interest code amendment and
disclose under the new disclosure category through the
end of the reporting period.

Leaving Office Statement:

Generally, the period covered is January 1, 2021, through the date you stopped performing the duties of your position.

If the period covered differs from January 1, 2021, through the date you stopped performing the duties of your position (for example, you assumed office between October 1, 2020, and December 31, 2020, or you are combining statements), the period covered must be specified. The reporting period can cover parts of two calendar years.
• Report: Investments, interests in real property, business positions held, and income (including loans, gifts, and travel payments) received during the period covered by
the statement. Do not change the preprinted dates on
Schedules A-1, A-2, and B unless you are required to
report the acquisition or disposition of an interest that did not occur in 2021.

Candidate Statement:

If you are filing a statement in connection with your
candidacy for state or local office, investments, interests in real property, and business positions held on the date of filing your declaration of candidacy must be reported. In addition, income (including loans, gifts, and travel payments) received during the 12 months prior to the date of filing your declaration of candidacy is reportable. Do not change the preprinted dates on Schedules A-1, A-2, and B.

Candidates running for local elective offices (e.g., county sheriffs, city clerks, school board trustees, or water district board members) must file candidate statements, as required by the conflict of interest code for the elected position.

The code may be obtained from the agency of the elected position.

Amendments:

If you discover errors or omissions on any statement, file an amendment as soon as possible. You are only required to amend the schedule that needs to be revised; it is not necessary to refile the entire form. Obtain amendment
schedules from the FPPC website at www.fppc.ca.gov .

Note: Once you file your statement, you may not withdraw it.

All changes must be noted on amendment schedules.

Expanded Statement:

If you hold multiple positions subject to reporting
requirements, you may be able to file an expanded
statement for each position, rather than a separate and distinct statement for each position. The expanded statement must cover all reportable interests for all jurisdictions and list all positions for which it is filed. The rules and processes governing the filing of an expanded statement are set forth in Regulation 18723.1
FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 4

Please type or print in ink.

NAME OF FILER (LAST)

1. Office, Agency, or Court
Agency Name (Do not use acronyms)
Division, Board, Department, District, if applicable
STATEMENT OF ECONOMIC INTERESTS Date Initial Filing Received COVER PAGE Filing Official Use Only

A PUBLIC DOCUMENT
(FIRST)
Your Position
► IT Ming Tor multiple positions, IISt Delow or on an attacnment. (uo not use acronyms) Agency: Position:

2. Jurisdiction of Office (Check at least one box)
State
Multi -County
City of
(MIDDLE)
❑ Judge, Retired Judge, Pro Tern Judge, or Court Commissioner (Statewide Jurisdiction)
❑ County of
❑ Other

3. Type of Statement (Check at least one box)
❑ Annual: The period covered is January 1, 2021, through ❑ Leaving Office: Date Left I -or-
December 31, 2021. (Check one circle.)
The period covered is /_/ through F_ The period covered is January 1, 2021, through the date of December 31, 2021. -or- leaving office.
❑ Assuming Office: Date assumed F_ The period covered is through the date of leaving office.

Candidate: Date of Election and office sought, if different than Part 1:

Schedule Summary (must complete) P. Total number of pages including this cover page:

Schedules attached
Schedule A-1 - Investments — schedule attached
Schedule A-2 - Investments — schedule attached
Schedule B - Real Property — schedule attached
-or- ❑ None - No reportable interests on any schedule

5. Verification

MAILING ADDRESS STREET CITY
(Business or Agency Address Recommended - Public Document) ❑ Schedule C - Income, Loans, & Business Positions — schedule attached Schedule D - Income — Gifts — schedule attached
❑ Schedule E - Income — Gifts — Travel Payments — schedule attached

DAYTIME TELEPHONE NUMBER EMAIL ADDRESS
( )

STATE ZIP CODE
I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document.

I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Date Signed Signature
(month, day, year) (File the originally signed paper statement with your filing official.) FPPC Form 700 -Cover Page (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 5

Instructions
Cover Page
Enter your name, mailing address, and daytime telephone If your agency is not a state office, court, county office, city number in the spaces provided. Because the Form 700 is a office, or multi -county office (e.g., school districts, special public document, you may list your business/office address districts and JPAs), check the "other" box and enter the instead of your home address. county or city in which the agency has jurisdiction.

Part 1. Office, Agency, or Court
• Enter the name of the office sought or held, or the agency or court. Consultants must enter the public agency name rather than their private firm's name. (Examples: State Assembly; Board of Supervisors; Office of the Mayor; Department of Finance; Hope County Superior Court).
• Indicate the name of your division, board, or district, if applicable. (Examples: Division of Waste Management;
Board of Accountancy; District 45). Do not use acronyms. • Enter your position title. (Examples: Director; Chief Counsel; City Council Member; Staff Services Analyst).
• If you hold multiple positions (i.e., a city council member who also is a member of a county board or commission) you may be required to file separate and distinct statements with each agency. To simplify your filing obligations, in some cases you may instead complete a single expanded statement and file it with each agency.
• The rules and processes governing the filing of an
expanded statement are set forth in Regulation 18723.1.

To file an expanded statement for multiple positions, enter the name of each agency with which you are required to
file and your position title with each agency in the space provided. Do not use acronyms. Attach an additional
sheet if necessary. Complete one statement disclosing
all reportable interests for all jurisdictions. Then file the expanded statement with each agency as directed by
Regulation 18723.1(c).

If you assume or leave a position after a filing deadline, you must complete a separate statement. For example, a city council member who assumes a position with a county special district after the April annual filing deadline must file a separate assuming office statement. In subsequent years, the city council member may expand their annual filing to include both positions.

Example:

Brian Bourne is a city council member for the City of Lincoln and a board member for the Camp Far West Irrigation District — a multi -county agency that covers the Counties of Placer and Yuba. The City is located within Placer County. Brian may complete one expanded statement to disclose all reportable interests for both offices and list both positions on the Cover Page. Brian will file the expanded statement with each the City and the District as directed by Regulation 18723.1(c).

Part 2. Jurisdiction of Office
• Check the box indicating the jurisdiction of your agency and, if applicable, identify the jurisdiction. Judges, judicial candidates, and court commissioners have statewide
jurisdiction. All other filers should review the Reference Pamphlet, page 13, to determine their jurisdiction.
• If your agency is a multi -county office, list each county in which your agency has jurisdiction.

Example:

This filer is a member of a water district board with jurisdiction in portions of Yuba and Sutter Counties.

1. Office, Agency, or Court
Acy Name (Do not use acronyms)
Zther River Irrigation District
DNision, Board, Department, District, if applicable
Your Position
N/A
Board Member
. If filing for multiple positions, list below or on an attachment (Do not use acronyms)
Agency: N/A
Position'.

2. Jurisdiction of Office (check at feast one bo.)
state
E] Judge or Court Commissioner (Statewide Jurisdiction) Multi -County Yuba & Sutter Counties
County of
❑ City of
❑ Other
Part 3. Type of Statement
Check at least one box. The period covered by a statement is determined by the type of statement you are filing. If you are completing a 2021 annual statement, do not change the pre-printed dates to reflect 2022. Your annual statement is used for reporting the previous year's economic interests.

Economic interests for your annual filing covering January 1, 2022, through December 31, 2022, will be disclosed on your statement filed in 2023. See Reference Pamphlet, page 4.

Combining Statements: Certain types of statements for the same position may be combined. For example, if you leave office after January 1, but before the deadline for filing your annual statement, you may combine your annual and leaving office statements. File by the earliest deadline. Consult your filing officer or the FPPC.

Part 4. Schedule Summary
• Complete the Schedule Summary after you have reviewed each schedule to determine if you have reportable
interests.
• Enter the total number of completed pages including the cover page and either check the box for each schedule you use to disclose interests; or if you have nothing to disclose on any schedule, check the "No reportable interests" box.

Please do not attach any blank schedules.

Part 5. Verification
Complete the verification by signing the statement and
entering the date signed. Each statement must have an
original "wet" signature unless filed with a secure electronic signature. (See page 3 above.)All statements must be signed under penalty of perjury and be verified by the filer pursuant to Government Code Section 81004. See Regulation 18723.1(c) for filing instructions for copies of expanded statements.

When you sign your statement, you are stating, under
penalty of perjury, that it is true and correct. Only the filer has authority to sign the statement. An unsigned statement is not considered filed and you may be subject to late filing penalties.

FPPC Form 700 -Cover Page (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 6

SCHEDULE A-1
Investments
Stocks, Bonds, and Other Interests
(Ownership Interest is Less Than 10%)
Investments must be itemized.

Do not attach brokerage or financial statements.
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000 $2,000 - $10,000
n $100,001 - $1,000,000 Over $1,000,000 $100,001 - $1,000,000 $10,001 - $100,000
Over $1,000,000

NATURE OF INVESTMENT NATURE OF INVESTMENT
Stock Other Stock Other
(Describe) (Describe)
F-I Partnership F Income Received of $0 - $499 Partnership Income Received of $0 - $499 F- Income Received of $500 or More (Report on Schedule C) Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE: IF APPLICABLE, LIST DATE:
/ /21 /21 / /21 / /21

ACQUIRED DISPOSED ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY ► NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
n $2,000 - $10,000 n $10,001 - $100,000
n $100,001 - $1,000,000 n Over $1,000,000

NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership I Income Received of $0 - $499
F- Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE:
— / /21 /21

ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000
nNATURE OF INVESTMENT
Stock Other
(Describe)
n Partnership I Income Received of $0 - $499
F- Income Received of $500 or More (Report on Schedule C) IF APPLICABLE, LIST DATE:
� /21 /21

ACQUIRED DISPOSED
Comments:

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000

NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
//21 //21

ACQUIRED DISPOSED
► NAME OF BUSINESS ENTITY

GENERAL DESCRIPTION OF THIS BUSINESS

FAIR MARKET VALUE
$2,000 - $10,000 $10,001 - $100,000
$100,001 - $1,000,000 Over $1,000,000

NATURE OF INVESTMENT
Stock Other
(Describe)
Partnership Income Received of $0 - $499
Income Received of $500 or More (Report on Schedule C)
IF APPLICABLE, LIST DATE:
)/21 /21

ACQUIRED DISPOSED
FPPC Form 700 - Schedule A-1 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 7

Instructions — Schedules A-1 and A-2
Investments
"Investment" means a financial interest in any business entity (including a consulting business or other
independent contracting business) that is located in, doing business in, planning to do business in, or that has done business during the previous two years in your agency's jurisdiction in which you, your spouse or registered
domestic partner, or your dependent children had a direct, indirect, or beneficial interest totaling $2,000 or more at any time during the reporting period. (See Reference
Pamphlet, page 13.)
Reportable investments include:
• Stocks, bonds, warrants, and options, including those held in margin or brokerage accounts and managed
investment funds (See Reference Pamphlet, page 13.)
• Sole proprietorships
• Your own business or your spouse's or registered
domestic partner's business (See Reference Pamphlet,
page 8, for the definition of "business entity.")
• Your spouse's or registered domestic partner's
investments even if they are legally separate property
• Partnerships (e.g., a law firm or family farm)
• Investments in reportable business entities held in a retirement account (See Reference Pamphlet, page 15.)
• If you, your spouse or registered domestic partner,
and dependent children together had a 10% or
greater ownership interest in a business entity or trust (including a living trust), you must disclose investments held by the business entity or trust. (See Reference
Pamphlet, page 16, for more information on disclosing
trusts.)
• Business trusts
You are not required to disclose:
• Government bonds, diversified mutual funds, certain
funds similar to diversified mutual funds (such as
exchange traded funds) and investments held in certain
retirement accounts. (See Reference Pamphlet, page

13.) (Regulation 18237)
• Bank accounts, savings accounts, money market
accounts and certificates of deposits
• Insurance policies
• Annuities
• Commodities
• Shares in a credit union
• Government bonds (including municipal bonds)
Reminders
• Do you know your agency's jurisdiction?
• Did you hold investments at any time during the period covered by this statement?
• Code filers — your disclosure categories may only
require disclosure of specific investments.
• Retirement accounts invested in non -reportable interests (e.g., insurance policies, mutual funds, or government
bonds) (See Reference Pamphlet, page 15.)
• Government defined -benefit pension plans (such as
CalPERS and CaISTRS plans)
• Certain interests held in a blind trust (See Reference Pamphlet, page 16.)
Use Schedule A-1 to report ownership of less than 10%
(e.g., stock). Schedule C (Income) may also be required if the investment is not a stock or corporate bond. (See second example below.)
Use Schedule A-2 to report ownership of 10% or greater
(e.g., a sole proprietorship).

To Complete Schedule A-1:

Do not attach brokerage or financial statements.
• Disclose the name of the business entity.
• Provide a general description of the business activity of the entity (e.g., pharmaceuticals, computers,
automobile manufacturing, or communications).
• Check the box indicating the highest fair market value of your investment during the reporting period. If you
are filing a candidate or an assuming office statement, indicate the fair market value on the filing date or the date you took office, respectively. (See page 20 for
more information.)
• Identify the nature of your investment (e.g., stocks, warrants, options, or bonds).
• An acquired or disposed of date is only required if you initially acquired or entirely disposed of the investment interest during the reporting period. The date of a stock dividend reinvestment or partial disposal is not required.

Generally, these dates will not apply if you are filing a candidate or an assuming office statement.

Examples:

Frank Byrd holds a state agency position. His conflict of interest code requires full disclosure of investments. Frank must disclose his stock holdings of $2,000 or more in any company that is located in or does business in California, as well as those stocks held by his spouse or registered domestic partner and dependent children.

Alice Lance is a city council member. She has a 4%
interest, worth $5,000, in a limited partnership located in the city. Alice must disclose the partnership on Schedule A-1 and income of $500 or more received from the
partnership on Schedule C.

SCHEDULE A-2
Investments, Income, and Assets
of Business Entities/Trusts
(Ownership Interest is 10% or Greater)
Name
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2 ❑ Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
❑ $2,000 - $10,000 //21 //21
❑ $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1,000,000

NATURE OF INVESTMENT
Partnership ❑ Sole Proprietorship
Other

YOUR BUSINESS POSITION
SHARE OF -•SS INCOME TO THE ENTITY/TRUST)
❑ $0 - $499 $10,001 - $100,000
❑ $500 - $1,000 OVER $100,000
❑ $1,001 - $10,000
lo- 3. LIST THE NAME OF •-TABLE SINGLE SOURCE OF
INCOMEOF $10,000 OR •-
None or ❑ Names listed below
• INTERESTS IN REAL PROPERTY• OR

LEASED BY THE BUSINESS ENTITY OR
Check one box:

INVESTMENT REAL PROPERTY
Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property Description of Business Activity or
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
$2,000 - $10,000
$10,001 - $100,000
$100,001 - $1,000,000 ACQUIRED DISPOSED
Over $1,000,000

NATURE OF INTEREST
Property Ownership/Deed of Trust Stock ❑ Partnership
Leasehold ❑ Other
Yrs. remaining
Check box if additional schedules reporting investments or real property are attached
CALIFORNIA FORM 700

FAIR POLITICAL PRACTICES COMMISSION
11- 1. BUSINESS ENTITY OR TRUST
Name
Address (Business Address Acceptable)
Check one
❑ Trust, go to 2 [ Business Entity, complete the box, then go to 2

GENERAL DESCRIPTION OF THIS BUSINESS
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $0 - $1,999
❑ $2,000 - $10,000 /21 /21
❑ $10,001 - $100,000 ACQUIRED DISPOSED
❑ $100,001 - $1,000,000
❑ Over $1,000,000

NATURE OF INVESTMENT
Partnership ❑ Sole Proprietorship ❑ Other

YOUR BUSINESS POSITION
SHARE OF -•SS INCOME TO THE ENTITYITRUST)
❑ $0 - $499 ❑ $10,001 - $100,000
❑ $500 - $1,000 OVER $100,000
$1,001 - $10,000
No- 3. LIST THE NAME OF •RTABLE SINGLE SOURCE OF
INCOMEOF $10,000 OR •
❑ None or Names listed below
op- 4. INVESTMENTS • INTERESTS IN REAL PROPERTY• OR

LEASED BY OR
Check one box:
❑ INVESTMENT ❑ REAL PROPERTY
Name of Business Entity, if Investment, or
Assessor's Parcel Number or Street Address of Real Property Description of Business Activity or
City or Other Precise Location of Real Property
FAIR MARKET VALUE IF APPLICABLE, LIST DATE:
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000 ACQUIRED DISPOSED
❑ Over $1,000,000

NATURE OF INTEREST
❑ Property Ownership/Deed of Trust ❑ Stock Partnership
❑ Leasehold Other
Yrs. remaining
❑ Check box if additional schedules reporting investments or real property are attached
Comments:

FPPC Form 700 - Schedule A-2 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 9

Instructions — Schedule A-2
Investments, Income, and Assets of Business Entities/Trusts Use Schedule A-2 to report investments in a business
entity (including a consulting business or other
independent contracting business) or trust (including
a living trust) in which you, your spouse or registered domestic partner, and your dependent children, together or separately, had a 10% or greater interest, totaling $2,000 or more, during the reporting period and which is located in, doing business in, planning to do business in, or which has done business during the previous two years in your agency's jurisdiction. (See Reference Pamphlet, page

13.) A trust located outside your agency's jurisdiction is reportable if it holds assets that are located in or doing business in the jurisdiction. Do not report a trust that contains non -reportable interests. For example, a trust containing only your personal residence not used in whole or in part as a business, your savings account, and some municipal bonds, is not reportable.

Also report on Schedule A-2 investments and real property held by that entity or trust if your pro rata share of the investment or real property interest was $2,000 or more during the reporting period.

To Complete Schedule A-2:

Part 1. Disclose the name and address of the business
entity or trust. If you are reporting an interest in a business entity, check "Business Entity" and complete the box as follows:
• Provide a general description of the business activity of the entity.
• Check the box indicating the highest fair market value of your investment during the reporting period.
• If you initially acquired or entirely disposed of this interest during the reporting period, enter the date
acquired or disposed.
• Identify the nature of your investment.
• Disclose the job title or business position you held with the entity, if any (i.e., if you were a director, officer, partner, trustee, employee, or held any position of
management). A business position held by your spouse
is not reportable.

Part 2. Check the box indicating your pro rata share
of the gross income received by the business entity or
trust. This amount includes your pro rata share of the
gross income from the business entity or trust, as well as your community property interest in your spouse's or registered domestic partner's share. Gross income is the total amount of income before deducting expenses, losses, or taxes.

Part 3. Disclose the name of each source of income that is located in, doing business in, planning to do business in, or that has done business during the previous two years in your agency's jurisdiction, as follows:

Disclose each source of income and outstanding loan
to the business entity or trust identified in Part 1 if your pro rata share of the gross income (including
your community property interest in your spouse's or
registered domestic partner's share) to the business
entity or trust from that source was $10,000 or more
during the reporting period. (See Reference Pamphlet,
page 11, for examples.) Income from governmental
sources may be reportable if not considered salary.

See Regulation 18232. Loans from commercial lending
institutions made in the lender's regular course of
business on terms available to members of the public
without regard to your official status are not reportable. • Disclose each individual or entity that was a source
of commission income of $10,000 or more during the
reporting period through the business entity identified in Part 1. (See Reference Pamphlet, page 8.)
You may be required to disclose sources of income located outside your jurisdiction. For example, you may have
a client who resides outside your jurisdiction who does business on a regular basis with you. Such a client, if a reportable source of $10,000 or more, must be disclosed.

Mark "None" if you do not have any reportable $10,000
sources of income to disclose. Phrases such as
"various clients" or "not disclosing sources pursuant to attorney -client privilege" are not adequate disclosure. (See Reference Pamphlet, page 14, for information on
procedures to request an exemption from disclosing
privileged information.)
Part 4. Report any investments or interests in real
property held or leased by the entity or trust identified in Part 1 if your pro rata share of the interest held was $2,000 or more during the reporting period. Attach additional
schedules or use FPPC's Form 700 Excel spreadsheet if
needed.
• Check the applicable box identifying the interest held as real property or an investment.
• If investment, provide the name and description of the business entity.
• If real property, report the precise location (e.g., an assessor's parcel number or address).
• Check the box indicating the highest fair market value of your interest in the real property or investment during the reporting period. (Report the fair market value of the portion of your residence claimed as a tax deduction if you are utilizing your residence for business purposes.) • Identify the nature of your interest.
• Enter the date acquired or disposed only if you initially acquired or entirely disposed of your interest in the
property or investment during the reporting period.

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -10

SCHEDULE B
Interests in Real Property
(Including Rental Income)
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
CITY

FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000

NATURE OF INTEREST
❑ Ownership/Deed of Trust
❑ Leasehold
IF APPLICABLE, LIST DATE:
/ /21 j21

ACQUIRED DISPOSED
❑ Easement
❑
Yrs. remaining Other

IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑ OVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greater
interest, list the name of each tenant that is a single source of income of $10,000 or more.
❑ None
Name
► ASSESSOR'S PARCEL NUMBER OR STREET ADDRESS
CITY

FAIR MARKET VALUE
❑ $2,000 - $10,000
❑ $10,001 - $100,000
❑ $100,001 - $1,000,000
❑ Over $1,000,000

NATURE OF INTEREST
❑ Ownership/Deed of Trust
❑ Leasehold
IF APPLICABLE, LIST DATE:
//21 �21

ACQUIRED DISPOSED
❑ Easement
Yrs. remaining Other

IF RENTAL PROPERTY, GROSS INCOME RECEIVED
❑ $0 - $499 ❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑ OVER $100,000
SOURCES OF RENTAL INCOME: If you own a 10% or greater
interest, list the name of each tenant that is a single source of income of $10,000 or more.
❑ None
* You are not required to report loans from a commercial lending institution made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows:

NAME OF LENDER*
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY. IF ANY. OF LENDER
INTEREST RATE TERM (Months/Years)
None

HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - $1,000 ❑ $1,001 - $10,000
❑ $10,001 - $100,000 ❑ OVER $100,000
❑ Guarantor, if applicable
Comments:

NAME OF LENDER"
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF LENDER
INTEREST RATE TERM (Months/Years)
% None

HIGHEST BALANCE DURING REPORTING PERIOD
$500 - $1,000 $1,001 - $10,000
$10,001 - $100,000 ❑ OVER $100,000
Guarantor, if applicable
FPPC Form 700 - Schedule B (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -11

Instructions — Schedule B
Interests in Real Property
Report interests in real property located in your agency's jurisdiction in which you, your spouse or registered domestic partner, or your dependent children had a direct, indirect, or beneficial interest totaling $2,000 or more any time during the reporting period. Real property is also considered to be "within the jurisdiction" of a local government agency if the property or any part of it is located within two miles outside the boundaries of the jurisdiction or within two miles of any land owned or used by the local government agency. (See Reference Pamphlet, page 13.)
Interests in real property include:
• An ownership interest (including a beneficial ownership interest)
• A deed of trust, easement, or option to acquire property • A leasehold interest (See Reference Pamphlet, page 14.) • A mining lease
• An interest in real property held in a retirement account (See Reference Pamphlet, page 15.)
• An interest in real property held by a business entity or trust in which you, your spouse or registered domestic
partner, and your dependent children together had a 10% or greater ownership interest (Report on Schedule A-2.) • Your spouse's or registered domestic partner's interests in real property that are legally held separately by him or her You are not required to report:
• A residence, such as a home or vacation cabin, used
exclusively as a personal residence (However, a residence in which you rent out a room or for which you claim a
business deduction may be reportable. If reportable,
report the fair market value of the portion claimed as a tax deduction.)
• Some interests in real property held through a blind trust (See Reference Pamphlet, page 16.)
• Please note: A non -reportable property can still
be grounds for a conflict of interest and may be
disqualifying.

To Complete Schedule B:
• Report the precise location (e.g., an assessor's parcel number or address) of the real property.
• Check the box indicating the fair market value of your interest in the property (regardless of what you owe on the property).
• Enter the date acquired or disposed only if you initially acquired or entirely disposed of your interest in the
property during the reporting period.
• Identify the nature of your interest. If it is a leasehold, Reminders
• Income and loans already reported on Schedule B are
not also required to be reported on Schedule C.
• Real property already reported on Schedule A-2, Part 4 is not also required to be reported on Schedule B.
• Code filers — do your disclosure categories require
disclosure of real property?
disclose the number of years remaining on the lease.
• If you received rental income, check the box indicating the gross amount you received.
• If you had a 10% or greater interest in real property and received rental income, list the name of the source(s) if your pro rata share of the gross income from any single tenant was $10,000 or more during the reporting period. If you received a total of $10,000 or more from two or more tenants acting in concert (in most cases, this will apply to married couples), disclose the name of each tenant.

Otherwise, mark "None."
• Loans from a private lender that total $500 or more and are secured by real property may be reportable. Loans
from commercial lending institutions made in the
lender's regular course of business on terms available
to members of the public without regard to your official status are not reportable.

When reporting a loan:
- Provide the name and address of the lender.
- Describe the lender's business activity.
- Disclose the interest rate and term of the loan. For
variable interest rate loans, disclose the conditions
of the loan (e.g., Prime + 2) or the average interest
rate paid during the reporting period. The term of
a loan is the total number of months or years given
for repayment of the loan at the time the loan was
established.
- Check the box indicating the highest balance of the
loan during the reporting period.
- Identify a guarantor, if
applicable.

If you have more than one
reportable loan on a single
piece of real property, report
the additional loan(s) on
Schedule C.

Example:

Allison Gande is a city
planning commissioner.

During the reporting period,
she received rental income of
$12,000, from a single tenant
who rented property she
owned in the city's jurisdiction.

If Allison received $6,000
each from two tenants, the
tenants' names would not be
required because no single
tenant paid her $10,000 or
more. A married couple is
considered a single tenant.
.Str. .Mae. o..T...T.......
4600 24th
Sacramento
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oTo �e,��wDaea o.T�s� ❑ E =emenr
❑ Laaae oIo .@ 9 ❑
:0 9111e$B NGF R$E.
o-905.-81o1, o _ m.o
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Ir Y-U own a , , or graa,er o mee� for e �n cenent mat O a single :o��oe or IS,
oe me.e
Henry Wells

NAME OF LENDER'
Sophia Petroillo
.....s' (.�=,�e==Adde==A«earee,e,
2121 Blue Sky Parkway, Sacramento

BUSINESS ACTIVITY, IF ANV, OF LENDER
Restaurant Owner
INTEREST RATE TERM (Mon�ns/Yeere)
S , ❑ Nee 15 Years

HIGHEST BALANCE DURING REPORTING PERIOD
❑ $500 - 51,000 ❑ $,AO, - $1—
o $,o,00, $,ao.000 ❑ OVER $,og,—
❑ G aP nIe
.o nts:

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -12

SCHEDULE C
Income, Loans, & Business
Positions
(Other than Gifts and Travel Payments)

NAME OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE

YOUR BUSINESS POSITION
GROSS INCOME RECEIVED ] No Income - Business Position Only n $500 - $1,000 $1,001 - $10,000
n $10,001 - $100,000 OVER $100,000

NAME OF SOURCE OF INCOME
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE

YOUR BUSINESS POSITION
GROSS INCOME RECEIVED No Income - Business Position Only F- $500 - $1,000 n $1,001 - $10,000
F $10,001 - $100,000 n OVER $100,000

CONSIDERATION FOR WHICH INCOME WAS RECEIVED
Salary Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.)
Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.)
n Sale of
(Real property, car, boat, etc.)
Loan repayment
Commission or Rental Income, list each source of $10,000 or more F- Other
(Describe)
(Describe)
* You are not required to report loans from a commercial lending institution, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows:

NAME OF LENDER' INTEREST RATE TERM (Months/Years)
ADDRESS (Business Address Acceptable)
BUSINESS ACTIVITY. IF ANY. OF LENDER

HIGHEST BALANCE DURING REPORTING PERIOD
$500 - $1,000
$1,001 - $10,000
$10,001 - $100,000
U OVER $100,000
Comments:
% [ None

SECURITY FOR LOAN
F- None F- Personal residence
F- Real Property
Street address
Guarantor
Other
city
(Describe)
FPPC Form 700 - Schedule C (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -13

Instructions — Schedule C
Income, Loans, & Business Positions
(Income Other Than Gifts and Travel Payments)
Reporting Income:

Report the source and amount of gross income of $500
or more you received during the reporting period. Gross income is the total amount of income before deducting
expenses, losses, or taxes and includes loans other
than loans from a commercial lending institution. (See
Reference Pamphlet, page 11.) You must also report the
source of income to your spouse or registered domestic
partner if your community property share was $500 or
more during the reporting period.

The source and income must be reported only if the source is located in, doing business in, planning to do business in, or has done business during the previous two years in your agency's jurisdiction. (See Reference Pamphlet, page 13.) Reportable sources of income may be further limited by
your disclosure category located in your agency's conflict of interest code.

Reporting Business Positions:

You must report your job title with each reportable
business entity even if you received no income during the reporting period. Use the comments section to indicate
that no income was received.

Commonly reportable income and loans include:
• Salary/wages, per diem, and reimbursement for
expenses including travel payments provided by your
employer
• Community property interest (50%) in your spouse's
or registered domestic partner's income - report the
employer's name and all other required information
• Income from investment interests, such as partnerships, reported on Schedule A-1
• Commission income not required to be reported on
Schedule A-2 (See Reference Pamphlet, page 8.)
• Gross income from any sale, including the sale of a
house or car (Report your pro rata share of the total sale price.)
• Rental income not required to be reported on Schedule B • Prizes or awards not disclosed as gifts
• Payments received on loans you made to others
• An honorarium received prior to becoming a public official (See Reference Pamphlet, page 10.)
• Incentive compensation (See Reference Pamphlet, page

12.)
Reminders
• Code filers — your disclosure categories may not require disclosure of all sources of income.
• If you or your spouse or registered domestic partner are self-employed, report the business entity on Schedule A-2. • Do not disclose on Schedule C income, loans, or business positions already reported on Schedules A-2 or B.

You are not required to report:
• Salary, reimbursement for expenses or per diem,
or social security, disability, or other similar benefit payments received by you or your spouse or registered
domestic partner from a federal, state, or local
government agency.
• Stock dividends and income from the sale of stock
unless the source can be identified.
• Income from a PIERS retirement account.
(See Reference Pamphlet, page 12.)
To Complete Schedule C:

Part 1. Income Received/Business Position Disclosure
• Disclose the name and address of each source of
income or each business entity with which you held a
business position.
• Provide a general description of the business activity if the source is a business entity.
• Check the box indicating the amount of gross income
received.
• Identify the consideration for which the income was
received.
• For income from commission sales, check the box
indicating the gross income received and list the name
of each source of commission income of $10,000 or
more. (See Reference Pamphlet, page 8.) Note: If
you receive commission income on a regular basis
or have an ownership interest of 10% or more, you
must disclose the business entity and the income
on Schedule A-2.
• Disclose the job title or business position, if any, that you held with the business entity, even if you did not receive income during the reporting period.

Part 2. Loans Received or Outstanding During the
Reporting Period
• Provide the name and address of the lender.
• Provide a general description of the business activity if the lender is a business entity.
• Check the box indicating the highest balance of the loan during the reporting period.
• Disclose the interest rate and the term of the loan.
- For variable interest rate loans, disclose the
conditions of the loan (e.g., Prime + 2) or the
average interest rate paid during the reporting
period.
- The term of the loan is the total number of months or years given for repayment of the loan at the time the
loan was entered into.
• Identify the security, if any, for the loan.

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -14

SCHEDULE D
Income — Gifts
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
$
$
/ $
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
$
$
Comments:
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
$
$
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

BUSINESS ACTIVITY, IF ANY, OF SOURCE
DATE (mm/dd/yy) VALUE DESCRIPTION OF GIFT(S)
/ $
/ $
/ $
FPPC Form 700 -Schedule D (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -15

Instructions - Schedule D
Income - Gifts
A gift is anything of value for which you have not provided equal or greater consideration to the donor. A gift is
reportable if its fair market value is $50 or more. In addition, multiple gifts totaling $50 or more received during the reporting period from a single source must be reported.

It is the acceptance of a gift, not the ultimate use to which it is put, that imposes your reporting obligation. Except as noted below, you must report a gift even if you never used it or if you gave it away to another person.

If the exact amount of a gift is unknown, you must make a good faith estimate of the item's fair market value. Listing the value of a gift as "over $50" or "value unknown" is not adequate disclosure. In addition, if you received a gift through an intermediary, you must disclose the name, address, and business activity of both the donor and the intermediary. You may indicate an intermediary either in the "source" field after the name or in the "comments" section at the bottom of Schedule D.

Commonly reportable gifts include:
• Tickets/passes to sporting or entertainment events
• Tickets/passes to amusement parks
• Parking passes not used for official agency business
• Food, beverages, and accommodations, including those
provided in direct connection with your attendance at a convention, conference, meeting, social event, meal, or like gathering
• Rebates/discounts not made in the regular course of
business to members of the public without regard to official status
• Wedding gifts (See Reference Pamphlet, page 16)
• An honorarium received prior to assuming office (You may report an honorarium as income on Schedule C, rather
than as a gift on Schedule D, if you provided services of equal or greater value than the payment received. See
Reference Pamphlet, page 10.)
• Transportation and lodging (See Schedule E.)
• Forgiveness of a loan received by you
Reminders
• Gifts from a single source are subject to a $520 limit in 2021. (See Reference Pamphlet, page 10.)
• Code filers — you only need to report gifts from
reportable sources.

Gift Tracking Mobile Application
• FPPC has created a gift tracking app for mobile
devices that helps filers track gifts and provides a quick and easy way to upload the information to the Form
700. Visit FPPC's website to download the app.

You are not required to disclose:
• Gifts that were not used and that, within 30 days after receipt, were returned to the donor or delivered to a
charitable organization or government agency without
being claimed by you as a charitable contribution for tax purposes
• Gifts from your spouse or registered domestic partner, child, parent, grandparent, grandchild, brother, sister, and certain other family members (See Regulation 18942 for a complete list.). The exception does not apply if the donor was acting as an agent or intermediary for a reportable source who was the true donor.
• Gifts of similar value exchanged between you and an
individual, other than a lobbyist registered to lobby your state agency, on holidays, birthdays, or similar occasions • Gifts of informational material provided to assist you in the performance of your official duties (e.g., books, pamphlets, reports, calendars, periodicals, or educational seminars) • A monetary bequest or inheritance (However, inherited investments or real property may be reportable on other schedules.)
• Personalized plaques or trophies with an individual value of less than $250
• Campaign contributions
• Up to two tickets, for your own use, to attend a fundraiser for a campaign committee or candidate, or to a fundraiser for an organization exempt from taxation under Section
501(c)(3) of the Internal Revenue Code. The ticket must be received from the organization or committee holding the fundraiser.
• Gifts given to members of your immediate family if the source has an established relationship with the family
member and there is no evidence to suggest the donor had a purpose to influence you. (See Regulation 18943.)
• Free admission, food, and nominal items (such as a pen, pencil, mouse pad, note pad or similar item) available to all attendees, at the event at which the official makes a speech (as defined in Regulation 18950(b)(2)), so long as the admission is provided by the person who organizes the event.
• Any other payment not identified above, that would
otherwise meet the definition of gift, where the payment is made by an individual who is not a lobbyist registered to lobby the official's state agency, where it is clear that the gift was made because of an existing personal or business relationship unrelated to the official's position and there is no evidence whatsoever at the time the gift is made to suggest the donor had a purpose to influence you.

To Complete Schedule D:
• Disclose the full name (not an acronym), address, and, if a business entity, the business activity of the source.
• Provide the date (month, day, and year) of receipt, and disclose the fair market value and description of the gift.

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -16

SCHEDULE E
Income — Gifts
Travel Payments, Advances,
and Reimbursements
Mark either the gift or income box.

Mark the "501 (c)(3)" box for a travel payment received from a nonprofit 501 (c)(3) organization or the "Speech" box if you made a speech or participated in a panel. Per Government Code Section 89506, these payments may not be subject to the gift limit. However, they may result in a disqualifying conflict of interest.

For gifts of travel, provide the travel destination.
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

CITY AND STATE
—] 501 (c)(3) or DESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE(S):--J--J- // AMT: $
(If gift)
► MUST CHECK ONE: ❑ Gift -or- ❑ Income
❑ Made a Speech/Participated in a Panel
❑ Other - Provide Description
► If Gift, Provide Travel Destination
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

CITY AND STATE
501 (c)(3) or DESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE(S):// // AMT: $
(If gift)
► MUST CHECK ONE: ❑ Gift -or- ❑ Income
❑ Made a Speech/Participated in a Panel
❑ Other - Provide Description
► If Gift, Provide Travel Destination
Comments:
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

CITY AND STATE
501 (c)(3) or DESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE(S):// - --J--JAMT: $
(If gift)
► MUST CHECK ONE: ❑ Gift -or- ❑ Income
Made a Speech/Participated in a Panel
Other - Provide Description
► If Gift, Provide Travel Destination
► NAME OF SOURCE (Not an Acronym)
ADDRESS (Business Address Acceptable)

CITY AND STATE
U 501 (c)(3) or DESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATE(S):// - // AMT: $
(If gift)
► MUST CHECK ONE: Gift -or- ❑ Income
❑ Made a Speech/Participated in a Panel
❑ Other - Provide Description
► If Gift, Provide Travel Destination
FPPC Form 700 - Schedule E (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -17

Instructions — Schedule E
Travel Payments, Advances,
and Reimbursements
Travel payments reportable on Schedule E include advances and reimbursements for travel and related expenses,
including lodging and meals.

Gifts of travel may be subject to the gift limit. In addition, certain travel payments are reportable gifts, but are not subject to the gift limit. To avoid possible misinterpretation or the perception that you have received a gift in excess of the gift limit, you may wish to provide a specific description of the purpose of your travel. (See the FPPC fact sheet entitled "Limitations and Restrictions on Gifts, Honoraria, Travel, and Loans" to read about travel payments under section
89506(a).)
You are not required to disclose:
• Travel payments received from any state, local, or federal government agency for which you provided services equal or greater in value than the payments received, such as reimbursement for travel on agency business from your
government agency employer.
• A payment for travel from another local, state, or federal government agency and related per diem expenses when
the travel is for education, training or other inter -agency programs or purposes.
• Travel payments received from your employer in the
normal course of your employment that are included in the income reported on Schedule C.
• A travel payment that was received from a nonprofit
entity exempt from taxation under Internal Revenue
Code Section 501(c)(3) for which you provided equal or
greater consideration, such as reimbursement for travel on business for a 501(c)(3) organization for which you are a board member.

Note: Certain travel payments may not be reportable
if reported via email on Form 801 by your agency.

To Complete Schedule E:
• Disclose the full name (not an acronym) and address of the source of the travel payment.
• Identify the business activity if the source is a business entity.
• Check the box to identify the payment as a gift or income, report the amount, and disclose the date(s).
• Travel payments are gifts if you did not provide
services that were equal to or greater in value than the payments received. You must disclose gifts totaling $50 or more from a single source during the period covered
by the statement.

When reporting travel payments that are gifts, you must provide a description of the gift, the date(s) received, and the travel destination.
• Travel payments are income if you provided services
that were equal to or greater in value than the
payments received. You must disclose income totaling
$500 or more from a single source during the period
covered by the statement. You have the burden of
proving the payments are income rather than gifts.

When reporting travel payments as income, you must
describe the services you provided in exchange for the
payment. You are not required to disclose the date(s)
for travel payments that are income.

Example:

City council member MaryClaire Chandler is the chair of a 501(c)(6) trade association, and the association pays for her travel to attend its meetings. Because MaryClaire is deemed to be providing equal or
greater consideration for
the travel payment by
virtue of serving on the
board, this payment may
be reported as income.

Payments for MaryClaire
to attend other events for
which she is not providing
services are likely
considered gifts. Note that
the same a ment from a
• NAME OF SOURCE (Not an Acronym)
Health Services Trade Association
ADDRESS (Business Add— Acceptable)
1230 K Street, Suite 610

CITY AND STATE
Sacramento, CA
❑ 501(,)(3) or DESCRIBE BUSINESS ACTIVITY, IFANY, OF SOURCE Association of Healthcare Workers
DIES) : __J___J - AMT $ 650.00
(If 91ff)
• MUST CHECK ONE: Gift Or. QX Income
Q Made a Speech/Participated in a Panel
Q Other - Provide Description Travel reimbursement for
board meeting.
� Ir Glft, Pro�Iae naoel Deelmallor,
p y
501(c)(3) would NOT be reportable.

Example:

Mayor Kim travels to China on a trip organized by China Silicon Valley Business Development, a California nonprofit, 501(c)(6) organization. The Chengdu Municipal People's
Government pays for Mayor Kim's airfare and travel costs, as well as his meals and
lodging during the trip.

The trip's agenda shows
that the trip's purpose is
to promote job creation
and economic activity
in China and in Silicon
Valley, so the trip is
reasonably related to a
governmental purpose.

Thus, Mayor Kim must
• NAME OF SOURCE (Nor a,A y,)
Chengdu Municipal People's Government
ADDRESS (Business AS --Acceptable)
2 Caoshi St, CaoShUie, Qingyang Qu, Chengdu Shi,

CITY AND STATE
Sichuan Sheng, China, 610000
❑ 501 (c)(3) or DESCRIBE BUSINESS ACTIVITY, IF ANY, OF SOURCE DATES): 09 / 04 / XX - 09 08 J XX AMr s 3,874.38
(It 9,,d
• MUST CHECK ONE: 0 Gift Or. Income
® Made a Speech/Participated in a Panel
Other - Provide Description Travel reimbursement for
trip to China.
• If Gift, Erwlde Travel Dead�aro�
Sichuan Sheng, China
report the gift of travel,
but the gift is exempt from the gift limit. In this case, the travel payments are not subject to the gift limit because the source is a foreign government and because the travel is reasonably related to a governmental purpose. (Section 89506(a)(2).) Note that Mayor Kim could be disqualified from participating in or making decisions about The Chengdu Municipal People's Government for 12 months. Also note that if China Silicon Valley Business Development (a 501(c)(6) organization) paid for the travel costs rather than the governmental organization, the payments would be subject to the gift limits. (See the FPPC fact sheet, Limitations and Restrictions on Gifts, Honoraria, Travel and Loans, at www.fppc.ca.gov.)
FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -18

Restrictions and Prohibitions
The Political Reform Act (Gov. Code Sections 81000-
91014) requires most state and local government officials and employees to publicly disclose their economic
interests including personal assets and income. The
Act's conflict of interest provisions also disqualify a public official from taking part in a governmental decision if it is reasonably foreseeable that the decision will have
a material financial effect on these economic interests as well as the official's personal finances and those
of immediate family. (Gov. Code Sections 87100 and
87103.) The Fair Political Practices Commission (FPPC)
is the state agency responsible for issuing the attached Statement of Economic Interests, Form 700, and for
interpreting the Act's provisions.

Gift Prohibition
Gifts received by most state and local officials, employees, and candidates are subject to a limit. In 2021-2022, the gift limit increased to $520 from a single source during a calendar year. In 2019 and 2020, the gift limit was $500 from a single source during a calendar year.

Additionally, state officials, state candidates, and certain state employees are subject to a $10 limit per calendar month on gifts from lobbyists and lobbying firms registered with the Secretary of State. See Reference Pamphlet,
page 10.

State and local officials and employees should check with their agency to determine if other restrictions apply.

Disqualification
Public officials are, under certain circumstances, required to disqualify themselves from making, participating in, or attempting to influence governmental decisions that will affect their economic interests. This may include interests they are not required to disclose. For example, a personal residence is often not reportable, but may be grounds for disqualification. Specific disqualification requirements apply to 87200 filers (e.g., city councilmembers, members of boards of supervisors, planning commissioners, etc.).

These officials must publicly identify the economic interest that creates a conflict of interest and leave the room before a discussion or vote takes place at a public meeting. For more information, consult Government Code Section
87105, Regulation 18707, and the Guide to Recognizing
Conflicts of Interest page at www.fppc.ca.gov .

Honorarium Ban
Most state and local officials, employees, and candidates are prohibited from accepting an honorarium for any
speech given, article published, or attendance at a
conference, convention, meeting, or like gathering. (See Reference Pamphlet, page 10.)
Loan Restrictions
Certain state and local officials are subject to restrictions on loans. (See Reference Pamphlet, page 14.)
Post -Governmental Employment
There are restrictions on representing clients or employers before former agencies. The provisions apply to elected state officials, most state employees, local elected officials, county chief administrative officers, city managers,
including the chief administrator of a city, and general managers or chief administrators of local special districts and JPAs. The FPPC website has fact sheets explaining
the provisions.

Late Filing
The filing officer who retains originally -signed or
electronically filed statements of economic interests may impose on an individual a fine for any statement that is filed late. The fine is $10 per day up to a maximum of $100.

Late filing penalties may be reduced or waived under certain circumstances.

Persons who fail to timely file their Form 700 may be
referred to the FPPC's Enforcement Division (and, in some cases, to the Attorney General or district attorney) for investigation and possible prosecution. In addition to the late filing penalties, a fine of up to $5,000 per violation may be imposed.

For assistance concerning reporting, prohibitions, and
restrictions under the Act:
• Email questions to [email protected].
• Call the FPPC toll -free at (866) 275-3772.

Form 700 is a Public Document
Public Access Must Be Provided
Statements of Economic Interests are public
documents. The filing officer must permit any
member of the public to inspect and receive a copy
of any statement.
• Statements must be available as soon as possible
during the agency's regular business hours, but
in any event not later than the second business
day after the statement is received. Access to the
Form 700 is not subject to the Public Records Act
procedures.
• No conditions may be placed on persons seeking
access to the forms.
• No information or identification may be required
from persons seeking access.
• Reproduction fees of no more than 10 cents per
page may be charged.

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page -19

Questions and Answers
General
Q. What is the reporting period for disclosing interests on an assuming office statement or a candidate
statement?
Q. My spouse and I are currently separated and in the
process of obtaining a divorce. Must I still report my
spouse's income, investments, and interests in real
property?
A. On an assuming office statement, disclose all A.
reportable investments, interests in real property, and business positions held on the date you assumed
office. In addition, you must disclose income (including loans, gifts and travel payments) received during the 12 months prior to the date you assumed office.

On a candidate statement, disclose all reportable
investments, interests in real property, and business
positions held on the date you file your declaration of candidacy. You must also disclose income (including
loans, gifts and travel payments) received during the
12 months prior to the date you file your declaration of candidacy.

Q. I hold two other board positions in addition to my
position with the county. Must I file three statements of economic interests?
A. Yes, three are required. However, you may instead
complete an expanded statement listing the county and
the two boards on the Cover Page or an attachment as
the agencies for which you will be filing. Disclose all reportable economic interests in all three jurisdictions on the expanded statement. File the expanded
statement for your primary position providing an original "wet" signature unless filed with a secure electronic
signature. (See page 3 above.) File copies of the
expanded statement with the other two agencies as
required by Regulation 18723.1(c). Remember to
complete separate statements for positions that you
leave or assume during the year.

Q. I am a department head who recently began acting as
city manager. Should I file as the city manager?
A. Yes. File an assuming office statement as city
manager. Persons serving as "acting," "interim," or
"alternate" must file as if they hold the position because they are or may be performing the duties of the
position.

Yes. A public official must continue to report a spouse's economic interests until such time as dissolution of
marriage proceedings is final. However, if a separate
property agreement has been reached prior to that
time, your estranged spouse's income may not have to
be reported. Contact the FPPC for more information.

Q. As a designated employee, I left one state agency to work for another state agency. Must I file a leaving
office statement?
A. Yes. You may also need to file an assuming office
statement for the new agency.

Investment Disclosure
Q. I have an investment interest in shares of stock in a company that does not have an office in my jurisdiction.

Must I still disclose my investment interest in this
company?
A. Probably. The definition of "doing business in the
jurisdiction" is not limited to whether the business has an office or physical location in your jurisdiction. (See Reference Pamphlet, page 13.)
Q. My spouse and I have a living trust. The trust holds rental property in my jurisdiction, our primary residence, and investments in diversified mutual funds. I have full disclosure. How is this trust disclosed?
A. Disclose the name of the trust, the rental property and its income on Schedule A-2. Your primary residence
and investments in diversified mutual funds registered
with the SEC are not reportable.

Q. I am required to report all investments. I have an IRA that contains stocks through an account managed by
a brokerage firm. Must I disclose these stocks even
though they are held in an IRA and I did not decide
which stocks to purchase?
A. Yes. Disclose on Schedule A-1 or A-2 any stock worth $2,000 or more in a business entity located in or doing business in your jurisdiction.

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 20

Questions and Answers
Continued
Q. The value of my stock changed during the reporting
period. How do I report the value of the stock?
A. You are required to report the highest value that the stock reached during the reporting period. You may
use your monthly statements to determine the highest
value. You may also use the entity's website to
determine the highest value. You are encouraged to
keep a record of where you found the reported value.

Note that for an assuming office statement, you must
report the value of the stock on the date you assumed
office.

Q. I am the sole owner of my business, an S-Corporation.

I believe that the nature of the business is such that it cannot be said to have any "fair market value" because
it has no assets. I operate the corporation under
an agreement with a large insurance company. My
contract does not have resale value because of its
nature as a personal services contract. Must I report
the fair market value for my business on Schedule A-2
of the Form 700?
A. Yes. Even if there are no tangible assets, intangible assets, such as relationships with companies and
clients are commonly sold to qualified professionals.

The "fair market value" is often quantified for other
purposes, such as marital dissolutions or estate
planning. In addition, the IRS presumes that "personal
services corporations" have a fair market value. A
professional "book of business" and the associated
goodwill that generates income are not without a
determinable value. The Form 700 does not require a
precise fair market value; it is only necessary to check a box indicating the broad range within which the value falls.

Q. I own stock in IBM and must report this investment
on Schedule A-1. I initially purchased this stock in
the early 1990s; however, I am constantly buying
and selling shares. Must I note these dates in the
"Acquired" and "Disposed" fields?
A. No. You must only report dates in the "Acquired" or
"Disposed" fields when, during the reporting period, you initially purchase a reportable investment worth $2,000 or more or when you dispose of the entire investment.

You are not required to track the partial trading of an investment.

Q. On last year's filing I reported stock in Encoe valued at $2,000 - $10,000. Late last year the value of this stock fell below and remains at less than $2,000. How should
this be reported on this year's statement?
A. You are not required to report an investment if the value was less than $2,000 during the entire reporting period.

However, because a disposed date is not required for
stocks that fall below $2,000, you may want to report
the stock and note in the "comments" section that the
value fell below $2,000. This would be for informational purposes only; it is not a requirement.

Q. We have a Section 529 account set up to save money
for our son's college education. Is this reportable?
A. If the Section 529 account contains reportable interests (e.g., common stock valued at $2,000 or more), those
interests are reportable (not the actual Section 529
account). If the account contains solely mutual funds,
then nothing is reported.

Income Disclosure
Q. I reported a business entity on Schedule A-2. Clients of my business are located in several states. Must I report all clients from whom my pro rata share of income is
$10,000 or more on Schedule A-2, Part 3?
A. No, only the clients located in or doing business on a regular basis in your jurisdiction must be disclosed.

Q. I believe I am not required to disclose the names of clients from whom my pro rata share of income is
$10,000 or more on Schedule A-2 because of their right
to privacy. Is there an exception for reporting clients' names?
A. Regulation 18740 provides a procedure for requesting an exemption to allow a client's name not to be
disclosed if disclosure of the name would violate a
legally recognized privilege under California or Federal law. This regulation may be obtained from our website
at www.fppc.ca.gov . (See Reference Pamphlet, page

14.)
FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 21

Questions and Answers
Continued
Q. I am sole owner of a private law practice that is not reportable based on my limited disclosure category.

However, some of the sources of income to my law
practice are from reportable sources. Do I have to
disclose this income?
A. Yes, even though the law practice is not reportable, reportable sources of income to the law practice of
$10,000 or more must be disclosed. This information
would be disclosed on Schedule C with a note in the
"comments" section indicating that the business entity
is not a reportable investment. The note would be for
informational purposes only; it is not a requirement.

Q. I am the sole owner of my business. Where do I
disclose my income - on Schedule A-2 or Schedule C?
A. Sources of income to a business in which you have an ownership interest of 10% or greater are disclosed on
Schedule A-2. (See Reference Pamphlet, page 8.)
Q. I received a loan from my grandfather to purchase my home. Is this loan reportable?
A. No. Loans received from family members are not
reportable.

Q. Many years ago, I loaned my parents several thousand dollars, which they paid back this year. Do I need to
report this loan repayment on my Form 700?
A. No. Payments received on a loan made to a family
member are not reportable.

Real Property Disclosure
Q. During this reporting period we switched our principal place of residence into a rental. I have full disclosure and the property is located in my agency's jurisdiction, so it is now reportable. Because I have not reported
this property before, do I need to show an "acquired"
date?
Q. My husband is a partner in a four -person firm where A all of his business is based on his own billings and
collections from various clients. How do I report my
community property interest in this business and the
income generated in this manner?
A. If your husband's investment in the firm is 10% or
greater, disclose 100% of his share of the business
on Schedule A-2, Part 1 and 50% of his income on
Schedule A-2, Parts 2 and 3. For example, a client of
your husband's must be a source of at least $20,000
during the reporting period before the client's name is reported.

Q. How do I disclose my spouse's or registered domestic partner's salary?
A. Report the name of the employer as a source of income on Schedule C.

Q. I am a doctor. For purposes of reporting $10,000
sources of income on Schedule A-2, Part 3, are the
patients or their insurance carriers considered sources of income?
A. If your patients exercise sufficient control by selecting you instead of other doctors, then your patients, rather than their insurance carriers, are sources of income to you. (See Reference Pamphlet, page 14.)
No, you are not required to show an "acquired" date
because you previously owned the property. However,
you may want to note in the "comments" section that
the property was not previously reported because it was used exclusively as your residence. This would be for
informational purposes only; it is not a requirement.

Q. I am a city manager, and I own a rental property located in an adjacent city, but one mile from the city limit. Do I need to report this property interest?
A. Yes. You are required to report this property because it is located within 2 miles of the boundaries of the city you manage.

Q. Must I report a home that I own as a personal residence for my daughter?
A. You are not required to disclose a home used as a
personal residence for a family member unless you
receive income from it, such as rental income.

Q. I am a co-signer on a loan for a rental property owned by a friend. Since I am listed on the deed of trust, do I need to report my friend's property as an interest in real property on my Form 700?
A. No. Simply being a co-signer on a loan for property
does not create a reportable interest in that real
property.

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 22

Questions and Answers
Continued
Gift Disclosure Q.

Q. If I received a reportable gift of two tickets to a concert valued at $100 each, but gave the tickets to a friend
because I could not attend the concert, do I have any
reporting obligations?
A. Yes. Since you accepted the gift and exercised
discretion and control of the use of the tickets, you must disclose the gift on Schedule D. A.

Q. Julia and Jared Benson, a married couple, want to
give a piece of artwork to a county supervisor. Is each spouse considered a separate source for purposes of
the gift limit and disclosure?
A. Yes, each spouse may make a gift valued at the gift
limit during a calendar year. For example, during 2021
the gift limit was $520, so the Bensons may have given
the supervisor artwork valued at no more than $1,040.

The supervisor must identify Jared and Julia Benson as
the sources of the gift.

Q. I am a Form 700 filer with full disclosure. Our agency holds a holiday raffle to raise funds for a local charity.

I bought $10 worth of raffle tickets and won a gift
basket valued at $120. The gift basket was donated by
Doug Brewer, a citizen in our city. At the same event,
I bought raffle tickets for, and won a quilt valued at
$70. The quilt was donated by a coworker. Are these
reportable gifts?
A. Because the gift basket was donated by an outside
source (not an agency employee), you have received a
reportable gift valued at $110 (the value of the basket less the consideration paid). The source of the gift
is Doug Brewer and the agency is disclosed as the
intermediary. Because the quilt was donated by an
employee of your agency, it is not a reportable gift.

My agency is responsible for disbursing grants. An
applicant (501(c)(3) organization) met with agency
employees to present its application. At this meeting,
the applicant provided food and beverages. Would
the food and beverages be considered gifts to the
employees? These employees are designated in our
agency's conflict of interest code and the applicant is a reportable source of income under the code.

Yes. If the value of the food and beverages consumed
by any one filer, plus any other gifts received from the same source during the reporting period total $50 or
more, the food and beverages would be reported using
the fair market value and would be subject to the gift
limit.

Q. I received free admission to an educational conference related to my official duties. Part of the conference
fees included a round of golf. Is the value of the golf considered informational material?
A. No. The value of personal benefits, such as golf,
attendance at a concert, or sporting event, are gifts
subject to reporting and limits.

FPPC Form 700 (2021/2022)
[email protected] • 866-275-3772 • www.fppc.ca.gov
Page - 23

SECTION 7

("N Conflicts of Interest
p HANDBOOK
r*4 Summary of the Major Provisions and Requirements
of Principal Conflicts of Interest Laws and Regulations Updated including changes effective January 1, 2022

Table of Contents
Page No.

I. LAWS AND REGULATIONS AFFECTING DECISION -MAKING ...................................... 1 A. The Political Reform Act................................................................................. 1 1. Disclosure Requirements Under the Political Reform Act........................................................................................................ 2 2. Conflicts of Interest Under the Political Reform Act ......................... 4 3. The FPPC's Test for Analyzing Conflicts of Interest ............................ 5 4. Abstention.........................................................................................23

5. Penalties for Violation....................................................................... 24 6. Seeking Advice on Conflict of Interest Questions .......................... 25 B. Government Code Section 1090................................................................ 25 1. Three Principal Components of Section 1090................................. 26 2. Exceptions to Section 1090............................................................... 30 3. A Contract Made in Violation of Section 1090 is Void and Officials Violating Section 1090 Are Subject to
SeverePenalties................................................................................ 32 4. Aiding and Abetting Section 1090 Violations ................................. 32 5. Seeking FPPC Advice on Section 1090............................................32

6. Statute of Limitations for Section 1090 Violations ........................... 33 C. Common Law Doctrine Against Conflicts of Interest ................................ 33 ll. OTHER SPECIALIZED CONFLICTS OF INTEREST LAWS AND REGULATIONS............................................................................................................ 34 A. Doctrine Against Holding Incompatible Offices ........................................ 34 1. The Common Law Doctrine Against Holding
Incompatible Offices........................................................................34 Summary of Principal Conflicts of Interest Laws and Regulations Page i © 2022 Richards, Watson & Gershon
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2. The Statutory Codification of the Common Law
Doctrine of Incompatible Offices - Government Code
Section1099......................................................................................36 B. Incompatible Outside Activities.................................................................. 37 C. Successor Agency and Oversight Board Conflicts....................................38

1. Form 700s for Successor Agency and Oversight Board
Members............................................................................................ 38

2. Obligation of Successor Agencies to Adopt Conflict
of Interest Codes...............................................................................38

3. City Councils are the Code Reviewing Bodies for the
Successor Agency's Conflict of Interest Code ............................... 39

4. The City Council May Designate the City Clerk as the Filing Officer for the Successor Agency's Statements
of Economic Interests........................................................................39 D. Discount Passes on Common Carriers........................................................ 40 E. Conflicts upon Leaving Office - the "Revolving Door" ............................. 41 F. Laws Prohibiting Bribery................................................................................42 G. Campaign Contributions............................................................................. 43 1 . Conflicts of Interests Arising on Appointed Boards and Commissions...................................................................................... 43

2. Application of Federal Corruption Laws to the Offer or Solicitation of Illegal Campaign Contributions Tied to
anOfficial Act................................................................................... 44

3. Ban on Local Agency Officials and Employees
Soliciting Campaign Contributions from Officials and
Employees of the Same Agency.....................................................45

4. Nepotism............................................................................................45 III. LAWS AND REGULATIONS AFFECTING RECEIPT OF GIFTS,
HONORARIA AND LOANS........................................................................................ 48 A. Limitations on Receipt of Gifts..................................................................... 48

1. General Gift Limitation......................................................................48

2. Biennial Gift Limit Adjustment........................................................... 48 Summary of Principal Conflicts of Interest Laws and Regulations Page ii © 2022 Richards, Watson & Gershon
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3. Exceptions to Gifts.............................................................................49

4. Gifts to an Agency............................................................................ 53

5. Gifts to an Official's Family...............................................................54

6. Invitation -Only Events.......................................................................55

7. Tickets to Political and Charitable Fundraisers ............................... 56

8. Tickets or Passes to Events Given to Officials by their Agency.............................................................................................. 57

9. Gifts from a Government Agency to an Official in That Agency.............................................................................................. 59

10. Wedding Gifts....................................................................................59

11. Certain Gifts of Travel....................................................................... 59 B. Prohibitions on Receipt of Honoraria.......................................................... 64

1. Exceptions to the Prohibition on Honoraria .................................... 64 C. Prohibitions on Receipt of Certain Types of Loans ..................................... 65 1 . Prohibition on Loans Exceeding $250 from Other City Officials, Employees, Consultants, and Contractors ...................... 65

2. Requirement for Loans of $500 or More from Other
Persons and Entities to be in Writing ................................................ 66

3. Exceptions to Loan Limits and Documentation
Requirements..................................................................................... 66

4. Loans that Become Gifts are Subject to the Gift
Prohibition.......................................................................................... 66

5. Exceptions - Loans that Do Not Become Gifts ............................... 67 IV. PROHIBITION AGAINST MASS MAILINGS.................................................................. 68 A. Test for Prohibited Mass Mailing................................................................... 68

1. Delivery of Tangible Item.................................................................. 68

2. Features or Includes Reference to an Elected Official .................. 69

3. Public Expense.................................................................................. 69 Summary of Principal Conflicts of Interest Laws and Regulations Page iii © 2022 Richards, Watson & Gershon
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4. More than 200 Copies of the Item ................................................... 70 B. Exceptions to the Mass Mailing Prohibition ................................................. 70 V. EXPENDITURES TO SUPPORT OR DEFEAT A BALLOT MEASURE ................................. 71 VI. PROHIBITION ON GIFTS OF PUBLIC FUNDS............................................................... 75 VII. CONCLUSION........................................................................................................... 76 Summary of Principal Conflicts of Interest Laws and Regulations Page iv © 2022 Richards, Watson & Gershon
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INTRODUCTION
This Handbook is prepared to provide you with a summary of the major provisions of California's principal conflicts of interest laws and regulations. The text of the laws and regulations referenced in this Handbook can be found on the websites for the California Legislature ( http://Ieginfo.legislature.ca.gov/faces/codes.xhtml) and the Fair Political Practices Commission ("FPPC") ( http://www.fppc.ca.gov/the-law.html) .

This Handbook is designed to familiarize city officials and staff with California's principal conflicts of interest laws and regulations. Because the laws and regulations change frequently, we recommend that you use this Handbook to become familiar with the basic principles of the conflict laws and regulations, but we also recommend that you contact your city attorney or agency counsel as soon as you think that you may have a potential conflict of interest. We would be glad to help you analyze a potential conflict of interest and/or contact the FPPC for guidance.

We hope you find this Handbook useful. Should you have any questions about the information included in this Handbook, please do not hesitate to contact us.

Richards, Watson & Gershon
Summary of Principal Conflicts of Interest Laws and Regulations Page v © 2022 Richards, Watson & Gershon
2622346

Summary of the Major Provisions
and Requirements of Principal Conflicts of
Interest Laws and Regulations
//RWG
LAW
Summary of Principal Conflicts of Interest Laws and Regulations © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions
and Requirements of Principal Conflicts of
Interest Laws and Regulations
I. LAWS AND REGULATIONS AFFECTING

DECISION -MAKING
A. The Political Reform Act
In 1974, California voters approved Proposition 9, a statewide initiative titled "the Political Reform Act" (the "Act" or the "PRA"). Gov't Code § 81000 et seq., At the time, the measure was the most detailed disclosure law in the nation, and it included new requirements for reporting campaign and lobbying activities. Although the Act was initially written before the Watergate scandal broke, by the time Proposition 9 appeared on the ballot, the drama had unfolded, and nationwide reform proposals were being drafted.

The Act passed by an overwhelming majority, and one of its provisions created a new state agency called the Fair Political Practices Commission ("FPPC"). The FPPC was charged with interpreting and enforcing the Act, and pursuant to this authority, the agency drafted a series of regulations. Since the Act went into effect in 1975, the FPPC has issued new regulations and amendments to existing regulations almost every year.

The Act covers numerous topics germane to ethical behavior in public office —financial data reporting obligations, lobbying restrictions, required campaign disclosures, limitations on campaign financing, proscriptions on mass mailings, restrictions on gifts and honoraria, and most significantly, prohibitions on conflicts of interest in the making of governmental decisions. The Act also contains reporting procedures for financial interests and campaign contributions, as well as disqualification requirements when certain financial interests or campaign contribution standards are satisfied.

Please note that this Handbook is general in nature and may not cover all aspects of an actual conflicts of interest issue. Thus, it is not intended to constitute advice on specific conflicts of interest questions. In the event you have concerns about a possible conflict of interest, you should contact your city attorney or agency counsel for further advice. 1 All statutory references are to the California Government Code unless otherwise indicated. Regulations of the FPPC are referred to as "Regulation."
Summary of Principal Conflicts of Interest Laws and Regulations Page 1 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations

1. Disclosure Requirements Under the Political Reform Act a. Statements of Economic Interests
The Act requires public officials to disclose assets and income that may be materially affected by their official actions by filing a "Statement of Economic Interests" (also known as a "Form 700"). § 87202; Regulation 18115. The requirement applies to council members, judges, elected state officers, members of planning commissions, members of boards of supervisors, district attorneys, county counsels, city managers, city attorneys, city treasurers and other public officials who manage public investments, and to candidates for any of these offices at any election. § 87200. If a public official holds multiple positions subject to reporting requirements, the public official may choose to complete a separate Form 700 for each position or a single "Expanded Statement of Economic Interests." Regulation 18723.1.

Officials must file the Form 700 within 30 days after assuming office, and candidates must file no later than the final filing date of a declaration of candidacy. §§ 87201-02.

An official must file annually thereafter until he or she leaves office, at which point he or she must file a final statement. §§ 87202-03. The required disclosures on the Form 700 include:
• Investments in business entities (e.g., stock holdings, owning a business, a partnership) that are located or do business in the jurisdiction; • Interests in real estate (real property) in the jurisdiction, but not including the official's home address;
• Sources of personal income,2 including gifts, loans, and travel payments;3 and
• Positions of management or employment with business entities that do business in the jurisdiction.
§ 87203. If the official no longer holds certain investments and real property interests at the time of filing, but held them during the 12 months prior to filing, he or she must still disclose those interests on the Form 700. Id. The Form 700 is a public document open to inspection and duplication.

For public officials not covered by the requirements of Section 87203, including employees of state and local government agencies, it is up to the agencies that employ them to decide what their disclosure requirements are. Each state and local agency must adopt a conflicts of interest code tailoring the disclosure requirements for 2 In some instances, an official may need to disclose the sources of income to a business entity in which the official has an ownership interest if the official owns at least 10 percent of a business. In that case, the official would be required to disclose a source of income to the business as a source of income to the official if the official's pro rata share of gross receipts from that source exceeds $10,000 in aggregate during the reporting period. § 87207(b). In those cases, the official must report the name, address, and a general description of the business activity of the business entity, as well as the name of the source of income that aggregates to $10,000 or more. 3 As of January 1, 2016, if an official receives a gift that is a travel payment, advance, or reimbursement valued at $50 or more, the official must also disclose the travel destination. § 87207(a) (4).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations each position within the agency to the types of governmental decisions a person holding that position would make. For example, an employee who approves contracts for goods or services purchased by his or her agency would not be required to disclose real estate interests, but would be required to disclose investments in and income from individuals and entities that supply equipment, materials, or services to the agency. § § 87301-02.

A city that maintains an internet website must post a list of the elected officers who file a Form 700 with that city. A statement must also be posted on the website indicating that these Form 700s may be obtained by visiting the FPPC office or the city clerk's office. The statement must include the physical address for both the FPPC and the city clerk's office. Finally, a link to the FPPC website must be posted with a statement that indicates that Form 700 "for some state and local government agency elected officers may be available in electronic format" on the FPPC's internet website. § 87505.

A local agency may establish a system for the electronic filing of Form 700s, in accordance with State law. § 87500.2. Public officials should seek guidance from the local filing officer as to the appropriate procedure and format for filing a Form 700. b. Behested Payments
There are also disclosure requirements for certain fundraising activities that elected officials perform for others, including in their capacity as employees or board members of nonprofit organizations. Elected officials who successfully solicit one or more contributions for "legislative, governmental, or charitable purposes" that equal or exceed $5,000 in the aggregate from the same source during a single calendar year must file a report with the official's agency (typically the city clerk) within 30 days of reaching the $5,000 threshold. § 84224(a).

The report must contain the following information:
• The contributor's name and address;
• The amount of the contribution;
• The date or dates on which the payments were made;
• The name and address of the contribution recipient;
• If goods or services were contributed, a description of those goods and services; and
• A description of the purpose or event for which the contribution was used.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations The report must also include the following information to the extent known to the elected official:
• A brief description4 of the relationship between the nonprofit organization and the elected official, their family member, member of their campaign, or member of their staff; and
• A brief description of any proceedings before the elected official's agency at the time of the payment or 12 months before the payment, in which the nonprofit organization is a named party or subject of the decision.

Regulation 18424. The statute does not define the term "legislative, governmental, or charitable purposes," but charitable purposes typically involve 501 (c) (3) organizations.

Examples of "governmental" purposes include fundraising for a new city hall roof, an inaugural celebration committee,5 litigation expenses,' a breakfast honoring public safety personnel,' and youth conferences.$ The term "legislative purpose," in turn, refers to a 1996 FPPC opinion in which a state senator asked a private party to pay for a witness's airfare and expenses to testify at a legislative hearing.9 These reporting requirements also apply if the payment is "made at the behest of" the elected officer, even if the officer did not actively solicit contributions. §§ 82004.5, 82041.3. A payment is "made at the behest of" an elected officer when it is made "under the control or at the direction of, in cooperation, consultation, coordination, or concert with, at the request or suggestion of, or with the express, prior consent of" that officer. Id.

This disclosure requirement does not apply to a behested payment made by a local, state, or federal governmental agency for a principally legislative or governmental purpose. § 84224(b)(4).

2. Conflicts of Interest Under the Political Reform Act In addition to the disclosure requirements, the Act requires public officials to disqualify themselves from making, participating in making, or in any way attempting to use their official position to influence a governmental decision in which they know or have reason to know they have a financial interest. § 87100; Regulation 18700. An official has a disqualifying financial interest in a decision if the decision will have a reasonably foreseeable material financial effect, distinguishable from its effect on the public generally, directly on the official or a member of the official's immediate family, or on certain listed financial interests. The listed financial interests are:
4 A "brief description" includes any decision making capacity within the organization, salaried employment, status as a founding member, and honorary or advisory board positions. Regulation 18424(a). 5 Sutton Advice Letter, No. A-05-256, 2005 WL 3693740 (2005). 6 Stoen Advice Letter, No. A-03-185, 2004 WL 334564 (2004) (district attorney's expenses in suing a private company when governing body withdrew funding for effort).
7 Gallegos Advice Letter, No. A-00-059, 2000 WL 311529 (2000). 8 Gallegos Advice Letter, No. A-98-192, 1998 WL 671296 (1998). 9 Schmidt Advice Letter, No. A-96-098, 1996 WL 779579 (1996).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • Any business entity in which the public official has a direct or indirect investment worth $2,000 or more.
• Any real property in which the public official has a direct or indirect interest worth $2,000 or more.
• Any source of income, including commission income or incentive income, aggregating to at least $500 within 12 months prior to the time when the decision is made. The $500 must be provided or promised to, or received by, the official during the 12 months before the decision. • Any business entity (excluding nonprofit corporations) in which the public official is a director, officer, partner, trustee, employee, or holds any position of management.
• Any donor of, or any intermediary or agent for a donor of, a gift or gifts aggregating $520 or more in value provided to, received by, or promised to the public official within 12 months prior to the time when the decision is made.
§ 87103; Regulations 18700 and 18940.2. The FPPC regulations interpret and provide guidance for most of the terms used in the Act. The FPPC also provides standards for determining if each element of the Act's prohibitions has been satisfied.

3. The FPPC's Test for Analyzing Conflicts of Interest
In the past few years, the FPPC has reorganized and revised the conflict of interest regulations in a comprehensive manner. Under the old regulations, a public official was advised to follow an eight -part test to analyze a potential conflict of interest. The newly revised regulations establish a new four-part test, as stated in Regulation 18700(d).

The new FPPC four-part test assumes that an official already has determined whether he or she is a public official within the meaning of the Act. The new test also assumes that the official has identified the financial interests that may be affected by a particular governmental decision. Since these two steps are necessary for a complete analysis, we recommend that public officials follow the seven steps described below, which incorporate these two initial steps as well as the FPPC's new four-part test.

STEP ONE: IS A PUBLIC OFFICIAL INVOLVED?
Determine whether the individual is a public
official within the meaning of the Act.

The Act applies only to "public officials." Regulation 18700(b). A "public official" is defined to include a "member, officer, employee, or consultant" of a state or local government agency. § 82048; Regulation 18700(c). The regulations define "member" and "consultant" as follows:

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • A "member" does not include an individual who performs duties as part of a committee, board, commission, group, or other body that does not have decision -making authority. A board or commission possesses decision -making authority if: (i) it may make a final governmental decision, (ii) it may compel or prevent a governmental decision by reason of an exclusive power to initiate the decision or by reason of a veto that may not be overridden, or (iii) it makes substantive recommendations, which, over an extended period of time, have been regularly approved without significant amendment or modification by another official or agency. Regulation 18700(c)(2).
• A "consultant"10 includes an individual who, pursuant to a contract with a state or local government agency, makes specific kinds of governmental decisions or serves in a staff capacity with the agency and either participates in governmental decisions or performs the same or substantially all of the same duties that would otherwise be performed by a person in a position listed in the agency's conflict of interest code.

Regulation 18700.3.

STEP TWO: WHAT ARE THE PUBLIC OFFICIAL'S
FINANCIAL INTERESTS?
Identify the public official's financial
interests.

A public official's financial interests include certain business entities, real property, sources of income, and donors of gifts (as well as intermediaries and agents of such donors). Regulation 18700(c) (6). More specifically, a public official has a financial interest in any of the following:
• A business entity in which the official has a direct or indirect investment worth at least $2,000.11 (Note: In certain situations, this can include a parent,12 subsidiary,13 or otherwise related14 business entity.15) 10 For more on who constitutes a "consultant" subject to the Act, see, e.g., Ennis Advice Letter, FPPC No. A-15-006, 2015 WL 1781 144 (2015).
11 The FPPC has determined that membership in a country club is a financial interest in the club as a business entity when the membership is transferrable and can be resold for profit or loss. Gee Advice Letter, FPPC No. A-17-249, 2018 WL 723401 (2018).
12 A business entity is a "parent" if it is a corporation that controls more than 50 percent of the voting stock of another corporation; the parent corporation is also a parent to any subsidiaries of the corporation that it controls. Regulation 18700.2 (b) (1).
13 A business entity is a "subsidiary" if it is a corporation whose voting stock is more than 50 percent controlled by another corporation; the subsidiary corporation is also a subsidiary to any corporation that controls its parent corporation.

Regulation 18700.2 (b) (2).
14 Business entities, other than a parent corporation, are "otherwise related" if (1) the same person or persons together direct or control each business entity, or (2) the same person or persons together have a 50 percent or greater ownership interest in each business entity. Regulation 18700.2 (b) (3). 15 An official with a financial interest in a business entity also has an interest in a parent or subsidiary of the business entity or an otherwise related business entity, unless (1) the official's only interest is that of a shareholder and the official is a passive shareholder with less than 5 percent of the shares of the corporation, and (2) the parent corporation is required Summary of Principal Conflicts of Interest Laws and Regulations Page 6 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • Any real property in which the public official has a direct or indirect interest worth at least $2,000.11 Real property interests include all leases except month -to -month leases and leases with terms shorter than a month. Regulation 18233.
• Any "source of income" of at least $500 that is provided or promised to the public official, or received by the public official within 12 months prior to a governmental decision, not including gifts and loans by banks available to the general public. Income is "promised to" the official if he or she has a "legally enforceable right to the promised income." Regulation 18700(c) (6) (C). The term "source of income" may include individuals, organizations, and businesses. If the "source of income" is a business that provides or promises the official at least $500 within 12 months prior to a governmental decision, the official also has a source -of - income interest in: (1) any individual owning at least a 50 percent interest in that business, and (2) any individual who has the power to direct or cause the direction of management and policies of the business.

Regulation 18700.1 (a) (2).
• Any business entity in which the public official is a director, officer, partner, trustee, or employee, or holds any position of management. (Note:

Again, this may include a parent, subsidiary, or otherwise related business entity.)
• Any donor of gifts, or any intermediary or agent for a donor of gifts, amounting to at least $520 where that amount is provided to, received by, or promised to the official in the 12 months prior to a governmental decision. Regulation 18700(c) (6) (E).
• The personal finances of the public official and immediate family. This is a sort of "catch-all" provision that is meant to address economic interests of a public official and his or her immediate family that do not qualify as investments, property, or business entities, but are nonetheless potentially affected by government decisions.
§§ 82047, 87103; Regulations 18700, 18940.2. The terms "indirect investment" and "indirect interest" are used to indicate investments and interests owned by the spouse or dependent child of the public official, an agent of the public official, or a business entity or trust in which the official, or his or her agent(s), spouse, or dependent children, has at least a 10 percent ownership interest. Regulation 18700(c)(6)(F). to file annual Form 10-K or 20-F Reports with the Securities and Exchange Commission and has not identified the subsidiary on those forms or its annual report. Regulation 18700.2 (c)-(d). 16 The FPPC has determined that membership in a country club is a financial interest in real property when the member would be entitled to a proportionate share of the value of the club's assets if the club were dissolved. Gee Advice Letter, FPPC No. A-17-249, 2018 WL 723401 (2018).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations STEP THREE: IS IT REASONABLY FORESEEABLE

THAT THE GOVERNMENTAL DECISION

WILL HAVE A FINANCIAL EFFECT ON

ANY OF THE OFFICIAL'S FINANCIAL
INTERESTS?
Determine whether the governmental
decision will have a reasonably foreseeable
financial effect on any of the public
official's financial interests.

Regulation 18701 draws a distinction between a financial interest that is "explicitly involved" in a decision, on the one hand, and a financial interest that is not "explicitly involved" in a decision, on the other hand.

Financial interests are considered to be explicitly involved in a decision if the interest is a "named party in, or the subject of, a governmental decision before the official or the official's agency." Regulation 18701 (a). A financial interest is the "subject" of a proceeding "if the decision involves the issuance, renewal, approval, denial or revocation of any license, permit, or other entitlement to, or contract with the financial interest, and includes any governmental decision affecting a real property financial interest as described in Regulation 18702.2(a)(1) - (6)." Regulation 18701 (a). In those cases, the financial effect is presumed to be reasonably foreseeable.

Even if a financial interest is not explicitly involved in a decision, the effect may still be considered reasonably foreseeable. Regulation 18701 states that a financial effect need not be "likely" to be considered "reasonably foreseeable" for purposes of the FPPC's regulations. If the financial effect can be "recognized as a realistic possibility" and if the effect is "more than hypothetical or theoretical," it will be considered reasonably foreseeable. Regulation 18701 (b). The financial effect will not be considered reasonably foreseeable if the "the financial result cannot be expected absent extraordinary circumstances" that are not subject to the official's control.

The FPPC also provides the following list of non-exclusive factors that should be considered when determining whether a governmental decision will have a reasonably foreseeable effect on a financial interest that is not explicitly involved in the decision:
• The extent to which the occurrence of the financial effect is contingent upon intervening events, not including future governmental decisions by the official's agency, or any other agency appointed by or subject to the budgetary control of the official's agency.
• Whether the public official should anticipate a financial effect on his or her financial interest as a potential outcome under normal circumstances when using appropriate due diligence and care.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • Whether the public official has a financial interest that is of the type that would typically be affected by the terms of the governmental decision or whether the governmental decision is of the type that would be expected to have a financial effect on businesses and individuals similarly situated to those businesses and individuals in which the public official has a financial interest.
• Whether a reasonable inference can be made that the financial effects of the governmental decision on the public official's financial interest might compromise a public official's ability to act in a manner consistent with his or her duty to act in the best interests of the public. • Whether the governmental decision will provide or deny an opportunity, or create an advantage or disadvantage for one of the official's financial interests, including whether the financial interest may be entitled to compete or be eligible for a benefit resulting from the decision. • Whether the public official has the type of financial interest that would cause a similarly situated person to weigh the advantages and disadvantages of the governmental decision on his or her financial interest in formulating a position.

Possession of a real estate, brokerage license, or other professional license does not automatically constitute a reasonably foreseeable effect on the official's financial interest. Regulation 18701.1. The official's likely business activity must be considered to determine whether the governmental decision will have a reasonably foreseeable effect on one of the official's financial interests.

If it is not reasonably foreseeable that the governmental decision will have a financial effect on any of the official's financial interests, there is no conflict under the Act. If it is determined that it is reasonably foreseeable that the governmental decision will have a financial effect, however, the official must determine whether the effect is material.

STEP FOUR: WILL THE REASONABLY

FORESEEABLE EFFECT BE
MATERIAL?
Determine whether the reasonably
foreseeable financial effect will be material.

If the effect is "nominal, inconsequential, or insignificant," the financial effect will not be considered material. Regulation 18702(b). Otherwise, however, the provisions in Regulations 18702.1 through 18702.5 determine - for each type of financial interest - whether the effect is material. Regulation 18702(a).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations a. Business Entities
Regulation 18702.1 provides that the reasonably foreseeable effect of a decision on a business entity in which the official has an investment interest or holds an employment or management position is material whenever the business entity is a named party in, or the subject of, the decision, including any decision in which the entity:
• Initiates the proceeding by filing an application, claim, appeal, or other request for action concerning the entity with the official's agency; • Offers to sell a product or service to the official's agency; • Bids on or enters into a contract with the official's agency, or is identified as a subcontractor on a bid or contract with the agency; • Is the named or intended manufacturer or vendor of any products to be purchased by the official's agency with an aggregate cost of $1,000 or more in any 12-month period;
• Applies for a permit, license, grant, tax credit, exception, variance, or other entitlement from the official's agency;
• Is the subject of any inspection, action, or proceeding under the regulatory authority of the official's agency; or
• Is otherwise subject to an action taken by the official's agency that is directed at the entity.

The reasonably foreseeable effect of a decision on a business entity in which the official has an investment interest or holds an employment or management position is also material if any of the following criteria are met:
• The decision may result in an increase or decrease of the entity's annual gross revenues, or the value of the entity's assets or liabilities, in an amount equal to or more than:
✓ $1,000,000; or
✓ Five percent of the entity's annual gross revenues and the increase or decrease is at least $10,000.
• The decision may cause the entity to incur or avoid additional expenses or to reduce or eliminate expenses in an amount equal to or more than:
✓ $250,000; or
✓ One percent of the entity's annual gross revenues and the change in expenses is at least $2,500.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • The official knows, or has reason to know, that the entity has an interest in real property and:
✓ The property is a named party in, or the subject of, the decision under Regulations 18701 (a) and 18702.2(a) (1) - (6); or ✓ There is clear and convincing evidence the decision would have a substantial effect on the property.

There is also a "small shareholder" exception that allows officials to participate in decisions explicitly involving a business entity where the official's only interest in that business entity is an investment interest worth no more than $25,000. Regulation 18702.1(b). To qualify for this exception, the interest also must be less than one percent of the business entity's shares. However, meeting these thresholds does not automatically allow the official to participate in the decision. The official still must analyze the decision's potential effect on the business entity's annual gross revenues, assets and liabilities, expenses, and real property interests. Under this rule, even where an official has only a small investment in a business entity, the impact of a decision might be so significant that the official still has a conflict of interest. b. Real Property - Modified "500-Foot Rule" and Other Criteria The traditional "500-foot" rule has been replaced with an extensive list of criteria that must be analyzed to determine whether a decision will have a material financial effect on an official's real property interest. Regulation 18702.2. There are now eight materiality standards that must be evaluated when an official has an ownership interest in real property, and four materiality standards that must be evaluated when an official has a leasehold interest in real property (i.e., as the lessee of the property).

Regulation 18702.2 now provides that the reasonably foreseeable financial effect of a governmental decision on an official's real property economic interest, other than a leasehold interest, is material whenever the governmental decision:
• Involves the adoption of, or amendment to, a development plan or criteria applying to the parcel;
• Determines the parcel's zoning or rezoning, other than a zoning decision applicable to all properties designated in that category; annexation or de -annexation; inclusion in, or exclusion from, any city, county, district, or local government subdivision or other boundaries, other than elective district boundaries;
• Would impose, repeal, or modify any taxes, fees, or assessments that apply to the parcel;
• Authorizes the sale, purchase, or lease of the parcel; • Involves the issuance, denial or revocation of a license, permit, or other land use entitlement authorizing a specific use of or improvement to the Summary of Principal Conflicts of Interest Laws and Regulations Page 1 1 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations parcel or any variance that changes the permitted use of, or restrictions placed on, that real property;
• Involves construction of, or improvements to, streets, water, sewer, storm drainage, or similar facilities, and the parcel will receive new or improved services that provide a benefit or detriment disproportionate to other properties receiving the services;
• Involves property located 500 feet or less from the property line of the parcel unless there is clear and convincing evidence that the decision will not have any measurable impact on the official's property; or • Involves property located more than 500 feet but less than 1,000 feet from the property line of the parcel, and the decision would change the parcel's:
✓ Development potential;
✓ Income producing potential;
✓ Highest and best use;
✓ Character by substantially altering traffic levels, intensity of use, parking, view, privacy, noise levels, or air quality; or ✓ Market value.

Regulation 18702.2(b) clarifies that the financial effect of a governmental decision on a parcel of real property in which an official has an ownership interest is presumed not to be material whenever the governmental decision involves property located 1,000 feet or more from the property line of the official's property. This presumption may be rebutted, however, with clear and convincing evidence that the governmental decision would have a substantial effect on the official's property.

The FPPC has relaxed the rules with respect to real property economic interests that stem from having an ownership interest in the common area of a common interest development. Previously, in addition to evaluating whether the decision concerned a project located within 500 feet of the public official's real property, it was necessary to evaluate whether the decision was within 500 feet of any homeowner association common area in which the official had an ownership interest. Now, Regulation 18702.2 excludes common areas in common interest developments from the definition of "real property" for the purpose of conducting a conflict of interest analysis. Thus, the proximity of homeowner association common areas to a project is no longer a factor in the conflict of interest analysis.

With respect to an official's leasehold interests, i.e., where the official is the lessee of the property, Regulation 18702.2(c) now provides that the reasonably foreseeable financial effect of a governmental decision on an official's real property economic interest is material only if the governmental decision will:

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • Change the termination date of the lease;
• Increase or decrease the potential rental value of the property; • Change the official's actual or legally allowable use of the property; or • Impact the official's use and enjoyment of the property.

There are a few exceptions in Regulation 18702.2(d) by which the effect of a decision on an official's real property interest will not be considered material. The following decisions will not be considered to have a material effect on an official's real property interest:
• The decision solely concerns repairs, replacement or maintenance of existing streets, water, sewer, storm drainage, or similar facilities. • The decision solely concerns the adoption or amendment of a general plan and all of the following apply:
✓ The decision only identifies planning objectives or is otherwise exclusively one of policy. A decision will not qualify under this subdivision if the decision is initiated by the public official, by a person that is a financial interest to the public official, or by a person representing either the public official or a financial interest to the public official.
✓ The decision requires a further decision or decisions by the public official's agency before implementing the planning or policy objectives, such as permitting, licensing, rezoning, or the approval of or change to a zoning variance, land use ordinance, or specific plan or its equivalent.
✓ The decision does not concern an identifiable parcel or parcels or development project. A decision does not "concern an
identifiable parcel or parcels" solely because, in the proceeding before the agency in which the decision is made, the parcel or parcels are merely included in an area depicted on a map or diagram offered in connection with the decision, provided that the map or diagram depicts all parcels located within the agency's jurisdiction and the economic interests of the official are not singled out.
✓ The decision does not concern the agency's prior, concurrent, or subsequent approval of, or change to, a permit, license, zoning designation, zoning variance, land use ordinance, or specific plan or its equivalent.

These rules replace the old "500-foot rule" that applied before 2014. Of special interest to many local public officials, these provisions appear to allow public officials to Summary of Principal Conflicts of Interest Laws and Regulations Page 13 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations participate in most decisions relating to slurry sealing, asphalt paving, curb and sidewalk repairs, or tree replacement, even if the work occurs within 500 feet of their property, due to the exception for repairs and replacement of existing infrastructure.

C. Sources of Income
The FPPC regulations also provide materiality standards for sources of income.

Regulation 18702.3. A "source of income," as discussed above, is any person from whom a public official has received at least $500 in the twelve months prior to the relevant governmental decision. Regulation 18700.1. A "person" includes individuals, organizations, and business entities. § 82047.

The regulations provide that any reasonably foreseeable financial effect on an individual, organization, or business entity» that is a source of income to an official or an official's spouse is material if:
• The source is a named party in, or the subject of, the decision including a claimant, applicant, respondent, or contracting party; or • The decision will achieve, defeat, aid, or hinder a purpose or goal of the source and the official, or the official's spouse, receives or is promised the income for achieving the purpose or goal. This is known as the "Nexus" test.

Regulation 18702.3(a)(1), 18702.3(b). In addition to these general standards, the regulations provide further guidance that separately analyzes a source of income depending on whether the source is an individual, non-profit organization, or business entity. If the source is an individual, a reasonably foreseeable financial effect on the source is material if:
• The decision may affect the individual's income, investments, or other assets or liabilities (other than an interest in a business entity or real property) by $1,000 or more;
• The official knows, or has reason to know, that the individual has an interest in a business entity that will be financially affected under the materiality standards in Regulation 18702.1; or
• The official knows, or has reason to know, that the individual has an interest in real property, and either:
✓ The property is a named party in, or the subject of, the decision as defined in Regulations 18701 (a) and 18702.2(a) (1) - (6); or 17 The materiality standards for sources of income provided in this section do not apply where a government entity qualifies as a source of income, including where a public official is paid by the entity as a consultant or contractor.

Regulation 18702.3(d). An official with an interest in a governmental entity is disqualified from taking part in a decision only if there is a unique effect on that official. Id.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations ✓ There is clear and convincing evidence the decision would have a substantial effect on the property.

If the source is a nonprofit organization, a reasonably foreseeable financial effect on the source is material if:
• The decision may result in an increase or decrease of the organization's annual gross receipts, or the value of the organization's assets or liabilities, in an amount equal to or more than (1) $1,000,000, or (2) five percent of the organization's annual gross receipts and the increase or decrease is equal to or greater than $10,000;
• The decision may cause the organization to incur or avoid additional expenses or to reduce or eliminate expenses in an amount equal to or more than (1) $250,000, or (2) one percent of the organization's annual gross receipts and the change in expenses is equal to or greater than $2,500; or
• The official knows, or has reason to, know that the organization has an interest in real property and either:
✓ The property is a named party in, or the subject of, the decision under Regulations 18701 (a) and 18702.2(a) (1) - (6); or ✓ There is clear and convincing evidence the decision would have a substantial effect on the property.

If the source is a business entity, a reasonably foreseeable financial effect on the source is material if that business entity will be financially affected under the standards as applied to a financial interest in Regulation 18702.1 (see Business Entities above).

Regulation 18702.3(a). The regulation also includes additional provisions to help officials who receive income from retail sales of a business entity in determining when a retail customer becomes a source of income to the public official directly. § 87103.5. This regulatory provision, which is intended to replace prior Regulation 18707.5, provides that:
• The retail customers of a business entity constitute a significant segment of the public generally if the business is open to the public, and provides goods or services to customers that comprise a broad base of persons representative of the jurisdiction; and
• Income from an individual customer is not distinguishable from the amount of income received from other customers when the official is unable to recognize a significant monetary difference between the business provided by the individual customer and the general clientele of the business. An official is unable to recognize a significant monetary difference when: (1) the business is of the type that sales to any one customer will not have a significant impact on the business's annual net sales; or (2) the business has no records that distinguish customers by Summary of Principal Conflicts of Interest Laws and Regulations Page 15 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations amount of sales, and the official has no other information that the customer provides significantly more income to the business than an average customer.

Regulation 18702.3(c). If you own 10 percent or more of a business entity that is engaged in the retail sale of goods or services, we recommend that you review this provision in order to determine whether individual retail customers will be considered sources of income to you for the purpose of analyzing conflicts under the Act. d. Sources of Gifts
The FPPC regulations also provide materiality standards for sources of gifts. Regulation 18702.4. For the purpose of analyzing potential conflicts under the Political Reform Act, a donor becomes a "source of gifts" by providing or promising a public official with gifts valued at $520 or more in the aggregate in the 12 months prior to a governmental decision. Regulations 18700(c) (6) (E), 18940.2. A person may also be a source of a gift by being an "intermediary or agent for a donor of" a similar gift. Regulation 18700(c) (6) (E).

Under the FPPC regulations, a financial effect on a source of a gift is material if:
• The source is a claimant, applicant, respondent, contracting party, or otherwise named or identified as the subject of the proceeding; • The source is an individual that will be financially affected under the standards applied to an official in Regulation 18702.5 (see Personal Finances below), or the official knows, or has reason to know, that the individual has an interest in a business entity or real property that will be financially affected under the standards applied to a financial interest in Regulation 18702.1 or 18702.2, respectively;
• The source is a nonprofit organization that will be financially affected under the materiality standards applied to a nonprofit source of income interest in Regulation 18702.3 (see Sources of Income above); or • The source is a business entity that will be financially affected under the standards as applied to a financial interest in Regulation 18702.1 (see Business Entities above).

Regulation 18702.4. Like with sources of income, the analysis of materiality for sources of gifts may depend on whether the source is an individual, a nonprofit, or a business entity. If the source of a gift is the "claimant, applicant, respondent, contracting party, or ... otherwise named or identified as the subject of the proceeding," the financial effect will be deemed material, regardless of whether the source is an individual, a nonprofit, or a business entity. If the source of a gift is not the "claimant, applicant, respondent, contracting party, or ... otherwise named or identified as the subject of the proceeding," the official will need to apply the other standards in Regulation 18702.4(b) - (d), depending on whether the source of the gift is an individual, a nonprofit, or a business entity.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations e. Personal Finances
Finally, the regulations provide materiality standards for effects on personal finances.

Regulation 18702.5. A reasonably foreseeable financial effect on an official's or his or her immediate family's personal finances is considered material if the decision may result in the official or the official's immediate family member receiving a financial benefit or loss of $500 or more in any 12-month period due to the decision. Regulation 18702.5(a).

However, a financial effect is not considered material under Government Code Section 87103 if the decision would do any of the following:
• Affect only the salary, per diem, or reimbursement for expenses of the public official, or a member of his or her immediate family receives from a federal, state, or local government agency unless the decision is to appoint (other than an appointing decision otherwise permitted under Regulation 18702.5), hire, fire, promote, demote, suspend without pay, or otherwise take disciplinary action with financial sanction against the official or a member of his or her immediate family, or to set a salary for the official or a member of his or her immediate family which is different from salaries paid to other employees of the government agency in the same job classification or position, or when the member of the public official's immediate family member is the only person in the job classification or position.
• Appoint the official to be a member of any group or body created by law or formed by the official's agency for a special purpose. However, if the official will receive a stipend for attending meetings of the group or body aggregating $500 or more in any 12-month period, the effect on the official's personal finances is material unless the appointing body posts specified information on its website.111
• Appoint the official to be an officer of the governing body of which the official is already a member, such as a decision to appoint a city councilmember to be the city's mayor.
• Establish or change the benefits or retirement plan of the official or the official's immediate family member, and the decision applies equally to all employees or retirees in the same bargaining unit or other representative group.
• Result in the payment of any travel expenses incurred by the official or the official's immediate family member while attending a meeting as an authorized representative of an agency.
18 Specifically, the appointing body must post all of the following information on its website: (1) a list of each appointed position and its term; (2) the amount of the stipend for each appointed position; (3) the name of the official who has been appointed to the position; and (4) the name of any official who has been appointed to be an alternate for the position. Regulation 18702.5(b)(2).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • Permit the official's use of any government property, including automobiles or other modes of transportation, mobile communication devices, or other agency -provided equipment for carrying out the official's duties, including any nominal, incidental, negligible, or inconsequential personal use while on duty.
• Result in the official's receipt of any personal reward from the official's use of a personal charge card or participation in any other membership rewards program, so long as the reward is associated with the official's approved travel expenses and is no different from the reward offered to the public.

Regulation 18702.5(b). Any effect on the interests noted above would not constitute a material effect on personal finances for the purpose of the Political Reform Act.

Regulation 18702.5 clarifies that if a decision only affects a business entity or real property in which the official has a financial interest, the regulation regarding personal finances does not apply. Regulation 18702.5(c). Under those circumstances, the official should analyze the applicable materiality standards for those types of interests in Regulations 18702.1 and 18702.2 to determine whether a conflict exists.

STEP FIVE: DOES THE "PUBLIC GENERALLY"
EXCEPTION APPLY?
Determine if the official can demonstrate
that the material financial effect on the
official's interest is indistinguishable from the
decision's effect on the public generally.

Once it is determined that it is reasonably foreseeable that a decision will have a material financial effect on an official's financial interest, it is necessary to evaluate whether an exception to the disqualification requirement is applicable. One exception, known as the "public generally" exception, provides that even if a governmental decision will have a reasonably foreseeable material financial effect on the official's financial interest, disqualification will not be required if the effect on the public official's financial interest is indistinguishable from the decision's effect on the financial interests of the public generally. Regulation 18703.

In order to use this exception, the official must be able to demonstrate two core elements. First, the governmental decision must affect a "significant segment" of the public in the jurisdiction of the public agency. Second, the governmental decision's effect on the official's financial interest must not be unique as compared to the effect on the significant segment. Regulation 18703.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations The FPPC has simplified the regulation to determine what constitutes a sufficiently "significant segment" of the public. Regulation 187O3(b). A significant segment of the public is:
• At least 25 percent of any of the following:
✓ All businesses or nonprofit entities within the official's jurisdiction; ✓ All real property, commercial real property, or residential real property within the official's jurisdiction; or
✓ All individuals within the official's jurisdiction.
• At least 15 percent of residential real property within the official's jurisdiction, if the official's only interest in a government decision is the official's primary residence.

Regulation 187O3(b).

To determine whether a decision's effect on the official's financial interest is "unique" as compared to the effect on the significant segment of the public, the FPPC requires that an official determine whether the decision has a "disproportionate" effect on:
• The development potential or use of the official's real property or on the income producing potential of the official's real property or business entity.
• An official's business entity or real property resulting from the proximity of a project that is the subject of a decision.
• An official's interests in business entities or real properties resulting from the cumulative effect of the official's multiple interests19 in similar entities or properties that is substantially greater than the effect on a single interest. • An official's interest in a business entity or real property resulting from the official's substantially greater business volume or larger real property size when a decision affects all interests by the same or similar rate or percentage.
• A person's income, investments, assets or liabilities, or real property if the person is a source of income or gifts to the official.
• An official's personal finances or those of his or her immediate family.

Regulation 187O3(c).
19 Ownership of only two residential properties apparently would not constitute "multiple interests ... in properties that is substantially greater than the effect on a single interest." Wagner Advice Letter, FPPC No. A-15-227, 2015 WL 9680333 (2015) .

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations The official's "jurisdiction" for the purposes of this regulation constitutes the "jurisdiction of the state or local government agency as defined in Section 82035, or the designated geographical area the official was elected to represent, or the area to which the official's authority and duties are limited if not elected." Regulation 18703(d). Real property is considered to be within a "jurisdiction" if the "property or any part of it is located within, or not more than, two miles outside the boundaries of the jurisdiction or within two miles of any land owned or used by the local government agency." § 82035.

The FPPC Regulations include a number of specialized "public generally" exceptions.

Regulation 18703(e). The financial effect on an official's financial interest is deemed indistinguishable from that of the public generally where there is no unique effect on the official's interest if the official establishes:
• The decision sets or adjusts the amounts of assessments, taxes, fees, or rates for water, utility, or other broadly provided public services or facilities that are applied equally, proportionally, or by the same percentage to the official's interest and other businesses, properties, or individuals subject to the assessment, tax, fee, or rate. However, the exception does not apply if the decision imposes assessments, taxes, or fees, determines the boundaries of a property, or determines who is subject to the assessments, taxes, or fees. Under this exception, these factors must already be determined.
• The decision affects the official's personal finances as a result of an increase or decrease to a general fee or charge, such as parking rates, permits, license fees, application fees, or any general fee that applies to the entire jurisdiction.
• The decision affects residential real property limited to a specific location, encompassing more than 50, or five percent of the residential real properties in the official's jurisdiction, and the decision establishes, amends, or eliminates ordinances that restrict on -street parking, impose traffic controls, deter vagrancy, reduce nuisance or improve public safety, provided the body making the decision gathers sufficient evidence to support the need for the action at the specific location. • The decision is limited to establishing, eliminating, amending, or otherwise affecting the rights or liabilities of tenants and owners of residential real property, including rent control or tenant protection matters. Officials may participate if: (1) the decision is applicable to all residential rental properties within the official's jurisdiction other than those excepted by the Costa -Hawkins Rental Housing Act; (2) the official owns three or fewer residential units; and (3) the only interests affected by the decision are the official's interest in residential real property as a landlord or the official's interest in a primary residence as owner or lessee.
• The decision is made by a board or commission and the law that establishes the board or commission requires certain appointees have a Summary of Principal Conflicts of Interest Laws and Regulations Page 20 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations representative interest in a particular industry, trade, or profession or other identified interest, and the public official is an appointed member representing that interest. This provision applies only if the effect is on the industry, trade, or profession or other identified interest represented. • The decision is made pursuant to an official proclamation of a state of emergency when required to mitigate against the effects directly arising out of the emergency.
• The decision affects a federal, state, or local governmental entity in which the official has an interest.

Regulation 18703(e).

STEP SIX: MAY THE OFFICIAL MAKE OR

PARTICIPATE IN MAKING A
DECISION?
Determine whether the public official will be
making, participating in the making, or using
or attempting to use his/her official position
to influence a governmental decision.

The Act applies when a public official is "making, participating in making, or using or attempting to use his/her official position to influence a governmental decision." Regulation 18704. If the official will be called upon to make, participate in making, or use his or her official position to influence a governmental decision in which the official has a financial interest, the official will have a prohibited conflict of interest. The FPPC regulations define each of these actions for purposes of applying the Act:
• A public official "makes" a governmental decision when the official authorizes or directs any action, votes, appoints a person, obligates or commits his or her agency to any course of action, or enters into any contractual agreement on behalf of his or her agency. Regulation 18704(a).20
• A public official "participates in" a governmental decision when the official provides information, an opinion, or a recommendation for the purpose of affecting the decision without significant intervening substantive review. Regulation 18704(b).
• A public official "uses his or her official position to influence" a decision if the official: (i) contacts or appears before any official in his or her agency or in an agency subject to the authority or budgetary control of his or her agency for the purpose of affecting a decision; or (ii) contacts or appears 20 A public official's "determination not to act" does not constitute participating in "making" a governmental decision when the public official is abstaining from a decision due to a personal financial interest.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations before any official in any other government agency for the purpose of affecting a decision, and the public official acts or purports to act within his or her authority or on behalf of his or her agency in making the contact.

Regulation 18704(c).

There are limited exceptions to this rule. A public official is not making, participating in making, or influencing a government decision when the official acts in a solely ministerial, secretarial, or clerical manner. Regulation 18704(d)(1).

In addition, an official is not making, participating in making, or influencing a government decision when the official appears before the public agency as a member of the general public to represent specific and limited "personal interests" or when the official negotiates his or her compensation or terms of employment. Regulation 18704(d). With respect to negotiating the terms of employment, however, "an official may not make a decision to appoint, hire, fire, promote, demote, or suspend without pay or take disciplinary action with financial sanction against the official or his or her immediate family, or set a salary for the official or his or her immediate family different from salaries paid to other employees of the government agency in the same job classification or position." Regulation 18704(d) (3).

Making, participating in, or influencing a governmental decision also does not include communications to either the press or the general public. Regulation 18704(d) (4). Nor does it include academic decisions. Regulation 18704(d) (5). Limited actions in an official's professional capacity as an architect or engineer also are not considered to be making, participating in, or influencing a governmental decision. Regulation 18705(d) (6). Finally, an official who serves as a consultant will not be participating in a decision by making a recommendation regarding additional services if the agency has already contracted with the consultant - for an agreed upon price - to make recommendations concerning services of the type offered by the consultant.

Regulation 18704(d) (7).

STEP SEVEN: IS THE PUBLIC OFFICIAL'S
PARTICIPATION LEGALLY REQUIRED?
Determine if the public official's
participation is legally required despite a
conflict of interest.

A public official also is permitted to participate in making a governmental decision, despite having a conflict of interest in the decision, if no alternative source of decision exists that would be consistent with the purposes and terms of the statute authorizing the decision. Regulation 18700(e), 18705(a).

This exception is applied when a quorum of a legislative body cannot be convened due to the disqualifying conflicts of interests of its members. In that situation, as many Summary of Principal Conflicts of Interest Laws and Regulations Page 22 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations members as are needed to create the minimum number for the quorum may be selected at random to participate. In these situations, stringent disclosure requirements apply, not only regarding the basis of the selected member's conflict of interest, but also the reason why there is no alternative source of decision -making authority.

Regulation 18705(b). For the purposes of this section, a "quorum" means "the minimum number of members required to conduct business and when the vote of a supermajority is required to adopt an item, the "quorum" shall be that minimum number of members needed for that adoption." Regulation 18705(d).

Note that this rule is construed narrowly and may not be invoked to permit an official who is otherwise disqualified to vote to break a tie or to vote if a quorum can be convened of other members of the agency who are not disqualified, whether or not such other members are actually present at the time of the decision. Regulation 18705(c).

4. Abstention
When a public official has a conflict of interest under the Act, he or she is required to abstain from making, participating in making, or using or attempting to use his or her official position to influence the local agency's decision. Abstention avoids a violation of the conflict of interest provisions of the Act.

The Act establishes specific procedures that most public officials must follow when they have a conflict of interest and are required to abstain from a decision. § 87105; Regulation 18707. Immediately prior to the consideration of the matter, the official must: (i) identify each financial interest that gives rise to the conflict in detail sufficient to be understood by the public (except that disclosure of the exact street address of a residence is not required); (ii) publicly state his or her recusal from the matter; and (iii) leave the room until after the disposition of the matter unless the matter appears on a consent calendar, or other similar portion of an agenda for uncontested matters, or the official is speaking as a member of the public regarding an applicable personal interest. § 87105; Regulations 18707, 18704(d) (2). The FPPC recently clarified the procedure required and precise information that must be disclosed, as described in new Regulation 18707. This includes additional information regarding rules for closed sessions and matters on the consent calendar. Public officials may not avoid disclosure through partial absences and must disclose financial interests either immediately prior to consideration of an item or if the official arrives after consideration, immediately after the official joins the meeting.

The procedure stated in Regulation 18707(a) must be followed by all council members, judges, elected state officers, members of planning commissions, members of boards of supervisors, district attorneys, county counsels, city managers, city attorneys, city treasurers and other public officials who manage public investments, and to candidates for any of these offices at any election. §§ 87105, 87200. The Act does not require other public officials who must file financial disclosure forms under local conflict of interest codes to follow the same procedure, but the FPPC has now prescribed specific rules for those public officials. Regulation 18707(b).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations Depending on the nature of his or her interest, a public official who must abstain from a decision may comment on the item as a member of the public during the public comment period on a matter related to his or her "personal interests." The term "personal interest" is defined to include an interest in real property or a business entity that is wholly owned by the official or his or her immediate family. Regulations 18704(d) (2) (A) and (B). It also includes business entities over which the official, or the official and his or her immediate family, exercise sole direction and control. Regulation 18704(d) (2) (C).

If a public official wishes to speak on a matter related to his or her "personal interests," the official must publicly identify the financial interest (including all of the specific details required by the regulation). Regulation 18707(a) (1) (A). The public identification must be made orally and be included in the official public record. Regulation 18707(a)(1)(B).

Subsequently, the official must recuse himself or herself and leave the dais to speak from the same area as the members of the public. Regulation 18707(a) (3) (C). Like other members of the public, the official may listen to the comments of other speakers on the matter. Regulation 18704(a) (3) (C).

Note that when a public official abstains from a decision, his or her presence does not count toward achieving a quorum. Regulation 18707. Accordingly, if several officials must abstain from a decision under the Political Reform Act, there may not be sufficient members of the body present to consider a matter under the Brown Act. In such a circumstance, it may be possible to use the exception for legally required participation, as discussed above.

5. Penalties for Violation
Administrative, civil, and criminal penalties exist for violations of the conflict of interest provisions of the Act. The FPPC may levy administrative penalties after a hearing and may impose a fine of up to $5,000 per violation, a cease and desist order, and an order to file reports. § 83116. The FPPC recently updated regulations providing for streamlined administrative enforcement procedures and specific penalties for various types of violations. Regulations 18360, 18360.1, 18360.2, 18360.3.

Civil penalties include injunctive relief that may be sought by the district attorney or any person residing in the jurisdiction. § 91003. In the event a court finds that the actions would not have been taken but for the action of the official with the conflict of interest, the court is empowered to void the decision. § 91003. Misdemeanor criminal penalties are provided in situations where a knowing or willful violation of the act occurs, and generally, persons convicted of violating the Act may not be a candidate for elective office or act as a lobbyist for four years after the conviction. §§ 91000, 91002. The statute of limitations for civil and criminal enforcement actions is four years from the date of the violation. §§ 91000(c), 9101 1(b). The statute of limitations for administrative actions brought by the FPPC is five years from the date of the violation. § 91000.5.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations

6. Seeking Advice on Conflict of Interest Questions
It is important to note that only a formal advice letter from the FPPC staff can immunize a public official from potential enforcement by the FPPC or the District Attorney in the event the public official participates in a decision and someone subsequently alleges the public official had a prohibited conflict of interest. A formal advice letter usually takes the FPPC staff at least a month to prepare, is only provided if the request relates to prospective acts (as distinguished from past acts), and if it contains sufficient facts upon which the FPPC is able to render a decision. Informal written advice (without immunity from potential enforcement action) may also be requested from the FPPC staff as well as informal telephonic advice through their technical assistance division at 1 866 ASK FPPC (1 866 275 3772). Based on the time frames required to obtain formal or informal written advice from the FPPC, it is important for public officials to consult their city attorney or local agency counsel as early as possible so as to provide adequate time to gather all relevant facts, draft a letter to the FPPC, and respond to the advice once given.

B. Government Code Section 1090
Government Code Section 1090 provides in relevant part: "[m]embers of the Legislature, state, county, district, judicial district, and city officers or employees shall not be financially interested in any contract made by them in their official capacity, or by any body or board of which they are members."
The purpose of the prohibition contained in Section 1090 is to preclude a public official from using his or her position to obtain business or financial advantage through the approval of contracts by the public entities which he or she serves. As more fully explained below, the prohibition applies to not only preclude a member of the body or board that approves the contract from directly contracting with that same public entity, but it also applies when the public official has a financial or other specified relationship to the entity that seeks to contract with the public entity. The intent of the law is to remove the possibility of any personal influence that might bear on an official's decision -making activities on contracts executed by his or her public entity.

Upon the enactment of the Act in 1974, questions arose as to whether that new law impliedly repealed or preempted the provisions of Section 1090. The California Attorney General addressed this issue first, concluding in a 1976 opinion that the Act did not implicitly repeal or preempt Section 1090. 59 Ops. Cal. Att'y Gen. 604, 671 (1976). Since that time, the courts and the Attorney General have consistently considered Section 1090 as having continuing effect. For example, in People v. Honig, 48 Cal. App. 4th 289, 328-29 (1996), the defendant in a criminal case for violations of Section 1090 argued that the Act superseded Section 1090. The California Court of Appeal declined to so rule, holding instead that the term "financially interested" in Section 1090 has a different meaning than the term "material financial effect" in the Act. In another case, the California Court of Appeal again held that the Act and Section 1090 are "two different statutory schemes." City of Vernon v. Central Basin Mun. Water Dist., 69 Cal.

App. 4th 508, 513 (1999); see also Fraser-Yamor Agency, Inc. v. County of Del Norte, 68 Summary of Principal Conflicts of Interest Laws and Regulations Page 25 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations Cal. App. 3d 201 (1977); People v. Vallerga, 67 Cal. App. 3d 847 (1977); City Council v.

McKinley, 80 Cal. App. 3d 204 (1978); City of Imperial Beach v. Bailey, 103 Cal. App. 3d 191 (1980); Thomson v. Call, 38 Cal. 3d 633 (1985); Campagna v. City of Sanger, 42 Cal.

App. 4th 533 (1996); 67 Ops. Cal. Att'y Gen. 369, 375 (1984); 69 Ops. Cal. Att'y Gen. 102 (1986); 70 Ops. Cal. Att'y Gen. 45, 47 (1987); 73 Ops. Cal. Att'y Gen. 191, 194-95 (1990).

Both the Act and the common law (meaning court -made) doctrine against conflicts of interest require the public official with a conflict of interest to abstain from participation in the decision. Section 1090, by contrast, also prohibits the public entity from entering into a contract in which one of its officers or employees has a financial interest, unless certain exceptions apply.

If the conflicted official is a member of a board or commission that executes the contract, he or she is conclusively presumed to be involved in the making of his or her agency's contracts. Thomson v. Call, 38 Cal. 3d at 649. This absolute prohibition applies regardless of whether the contract is found to be fair and equitable or the official abstains from all participation in the decision. Thomson, 38 Cal. 3d at 649-50; Fraser-Yamor Agency, 68 Cal. App. 3d at 21 1-12; City of Imperial Beach, 103 Cal. App. 3d at 195. The only way a public entity could still enter into such a contract - i.e., in which an official who is a member of the board or commission that executes the contract has a financial interest - would be if that interest qualifies as a "remote interest" or "non -interest" within the meaning of specified provisions discussed below.

1. Three Principal Components of Section 1090
The prohibition contained in Section 1090 involves three principal components: (1) the person subject to the prohibition must be an officer or employee of one of the types of governmental entities listed in Section 1090; (2) the public officer or employee must be "financially interested" in a contract; and (3) the contract must be made by either the public official in his or her official capacity or by the body or board of which the official is a member.
a. Officer or Employee of Listed Government Entity
The first element is whether the person subject to the prohibition is a member of the Legislature or an officer or employee of the state, a county, a district, a judicial district, or a city. Virtually every officer or employee of a municipality or local governmental district is subject to the prohibition of Section 1090. In 2018, the Attorney General concluded that a California charter school's governing body is also subject to Section 1090. 101 Ops. Cal. Atty. Gen. 92.

In recent years, the courts also have concluded that consultants may be considered "employees" for the purpose of civil liability under Section 1090. In 2017, the California Supreme Court held that Section 1090 applies to independent contractors "when they have duties to engage in or advise on public contracting that they are expected to carry out on the government's behalf." People v. Superior Court (Sahlolbei), 3 Cal. 5th 230 (2017); see also, California Housing Finance Agency v. Hanover/California Management and Accounting Center, Inc., 148 Cal. App. 4th 682, 691 (2007); see also, Summary of Principal Conflicts of Interest Laws and Regulations Page 26 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations Hub City Solid Waste Services, Inc. v. City of Compton, 186 Cal. App. 4th 1114, 1 124- 1125 (2010). Moreover, the courts have held that even private companies may be subject to Section 1090 where the company has the potential to exert considerable influence over the agency's contracting decision. Davis v. Fresno Unified School District, 237 Cal. App. 4th 261 (2015); McGee v. Balfour Beatty Construction, LLC, 247 Cal. App. 4th 235, 261 (2016). In 2019, the California Court of Appeal clarified that a consultant's mere provision of services to a public agency does not create a per se conflict of interest precluding future contracts, if, in the initial transaction, the consultant was not entrusted with acting on behalf of the public agency. California Taxpayers Action Network v. Tabor Construction, Inc., 42 Cal. App. 5th 824 (2019).

As such, we advise that both public agencies and independent contractors carefully evaluate whether their duties and obligations include engaging in or advising on public contracting. If so, their involvement in those contracting decisions must be evaluated for compliance with Section 1090.
b. Financial Interest in a Contract
The second element of the prohibition is the existence of a direct or indirect financial interest in a contract. The courts have interpreted the term "financially interested" as including any direct interest, such as that involved when a public official enters directly into a contract with the body of which he is a member. Thomson v. Call, 38 Cal. 3d 633 (1985). The courts have also interpreted "financially interested" as including indirect financial interests in a contract, where, for example, a public official has a business relationship with the entity that would be contracting with the public entity, or when the public official would gain something financially by the making of the contract. Fraser- Yamor Agency, 68 Cal. App. 3d 201 (1977); Finnegan v. Schrader, 91 Cal. App. 4th 572, 579 (2001). In Thomson v. Call, the California Supreme Court described the breadth of the statute this way:
"Section 1090 forbids city officers ... from being 'financially interested in any contract made by them in their official capacity, or by any body or board of which they are members.' The proscribed interest certainly includes any direct interest, such as that involved when an officer enters directly into a contract with the body of which he is a member. California courts have also consistently voided such contracts where the public officer was found to have an indirect interest therein. . . . Neither the absence of actual fraud nor the possibility of a 'good faith' mistake on [the officer's] part can affect the conclusion that this contract violates section 1090 and is therefore void."
38 Cal. 3d at 645-46 (citations omitted).

In Thomson, a council member sold certain real property to a third party, knowing that the city was negotiating a deal to acquire multiple parcels of property in that area for a public park. The third party then conveyed the council member's property to the city, in an apparent attempt to evade the provisions of Section 1090. The court essentially "unwound" and invalidated the entire transaction based on the council member's Summary of Principal Conflicts of Interest Laws and Regulations Page 27 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations interest in the transaction. The court refused to focus on the isolated contract between the city and the third party that bought the property from the council member, but rather viewed all of the successive contracts as one complex multi -party agreement.

The court ordered the council member to disgorge all funds he received in the transaction and ordered that the city retain title to the property. The court noted that this type of severe remedy was necessary to discourage violations of Section 1090.

Other decisions have followed this same broad reading of "indirect interests." In People v. Vallerga, the California Court of Appeal summarized court decisions addressing financial interests under Section 1090 as follows: "However devious and winding the chain may be which connects the officer with the forbidden contract, if it can be followed and the connection made, the contract is void." 67 Cal. App. 3d 847, 867 (1977); see also People v. Honig, 48 Cal. App. 4th 289, 315 (1996) (stating the same rule).

The scope of indirect interests that could form a "devious and winding chain" back to a public contract is broad, but this reflects the judicial stance of vigilant enforcement of Section 1090. See, e.g., Thomson, 38 Cal. 3d at 652 (" [T] he policy of strict enforcement of conflict -of -interest statutes ... provides a strong disincentive for those officers who might be tempted to take personal advantage of their public offices, and it is a bright - line remedy which may be appropriate in many different factual situations."); Berko v.

Woodward, 125 Cal. 119, 128 (1899) (noting the need for "strict enforcement" of the conflict of interest statutes).

Although Section 1090 traditionally has been interpreted broadly, a California appellate decision warned against an overly broad interpretation of the term "financial interest" for the purpose of Section 1090. See Eden Township Healthcare District v. Sutter Health, 202 Cal. App. 4th 208, 228 (2011). The court acknowledged the general principle that the "defining characteristic of a prohibited financial interest is whether it has the potential to divide an official's loyalties and compromise the undivided representation of the public interest the official is charged with protecting." Id. at 221. The court concluded that the salaried CEO of a non-profit medical center, who also served on the board of a hospital district, was not financially interested in contracts between the medical center and the hospital district, despite the clear potential effect on his employer. Id. at 222. The court noted that there was "nothing in the record to support the inference that the [agreements] bear any relationship to [the CEO's] continued employment" with the medical center. Id. at 223-224. Moreover, the court noted that there was "no evidence that [the CEO would] derive any financial benefit arising from the" agreements in question. Id. at 226. The court stated broadly:

In our view, if the contract itself offers no benefit to the official, either directly or indirectly, then the official is not financially interested in the contract and any explicit legislative exemption for such a circumstance would be unnecessarily redundant.

Id. at 228. The court distinguished the case of Miller v. City of Martinez, 28 Cal. App. 2d 364 (1938), in which the complaint alleged that a council member had a financial interest in a contract with a company that employed him and in which he also held stock. Id. at 226.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations The ruling in Eden Township could be construed to suggest that an official is only "financially interested" in a contract that affects the official's compensation or continued employment.21 In light of subsequent FPPC advice letters, however, there is continued uncertainty regarding the application and interpretation of the court's holding in Eden Township.22 As such, we recommend that public officials seek legal assistance whenever a potential Section 1090 conflict arises.

In addition to a "financial interest," there must be a contract in order for Section 1090 to apply, as described below. General contract principles apply to this determination and include such arrangements as purchase and service contracts as well as development agreements between a city and a developer (78 Ops. Cal. Att'y Gen. 230 (1995)); 82 Ops. Cal. Att'y Gen. 126, 129 n.4 (1999)), joint powers agreements (People v. Gnass, 101 Cal. App. 4th 1271, 1301 (2002)), and payments for conference attendance expenses (75 Ops. Cal. Att'y Gen. 20 (1992)).

C. A Contract "Made" by the Official or by a Body or Board of which the Official Is a Member
The third element necessary for a Section 1090 violation is that the contract has to be "made" either by the official or employee acting in his or her official capacity, or by any body or board of which the official is a member. The "making" of a contract is most commonly implicated by a city council's approval of a simple purchase order as part of the approval of a demand warrant registrar; this is likely to constitute the making of a contract within the scope of Section 1090. The courts have construed the term "made" as encompassing such elements in the formation of a contract as preliminary discussions, negotiations, compromises, reasoning, planning, and drawing of plans or specifications and solicitation for bids. Millbrae Ass'n for Residential Survival v. City of Millbrae, 262 Cal. App. 2d 222, 237 (1968). For example, in City Council of San Diego v.

McKinley, 80 Cal. App. 3d 204, 212 (1978), a court of appeal found a Section 1090 violation when a city council entered into an agreement with a landscape architectural firm, of which the president, a stockholder, was also a member of the city's parks and recreation board. The board investigated and advised the city council on parks and recreation development issues, and it approved plans for a Japanese garden for which the board member's company ultimately received the development contract. Even though the board member was not a member of the city council, which awarded the contract to his company, the board member's participation in the planning for the garden was sufficient to constitute participation in "making" the contract:
"[T]here is ample authority the negotiations, discussions, reasoning, planning, and give and take which go beforehand in the making of a decision to commit oneself must all be deemed to be a part of the making of an agreement in the broad sense. [Citation omitted.] Thus, the 21 See also, Ansolabehere Advice Letter, FPPC No. A-15-180, 2015 WL 9680325 (2015); Devaney Advice Letter, FPPC No.

A-15-213, 2015 WL 7252462 (2015); but cf. Carney Advice Letter, FPPC No. A-16-073, 2016 WL 3212417 (2016) and Diaz Advice Letter, FPPC No. A-16-214, 2016 WL 7033000 (2016). 22 See, e.g., Diaz Advice Letter, FPPC No. A-16-214, 2016 WL 7033000 (2016) and Roy Advice Letter, FPPC No. A-16-157, 2016 WL 6565871 (2016).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations final execution of a contract, which is the time when the contract is technically made, is not the only time when a conflict of interest may be presented."
80 Cal. App. 3d at 212.

Similarly, in Stigall v. City of Taft, 58 Cal. 2d 565, 569-70 (1962), the California Supreme Court held that an impermissible conflict existed in a contract with a plumbing company owned by a council member, even though the council member resigned before the plumbing company's bid was accepted. The court recognized that activities prior to the signing of a contract can be integral to the decision to accept the contract. Id. at 569; see also Campagna v. City of Sanger, 42 Cal. App. 4th 533, 538 (1996).

2. Exceptions to Section 1090
a. "Remote Interest" Exception
There are two categories of exceptions to Section 1090. The first, encompassing what are commonly referred to as "remote interests," is set forth in Section 1091. If an official has only a remote interest in a contract, then the local agency may enter into the contract as long as the official abstains from participating in the making of the contract in any way. Although this is not an exhaustive list of the "remote interest" exceptions, a few examples of "remote interest" exceptions include the following:
• Remote interest exception for a compensated officer or employee of a nonprofit corporation (Section 1091 (b) (1));
• Remote interest exception for a person receiving a government salary, per diem, or reimbursement for expenses, even when the contract involves the department of the government entity that employs the board member (Section 1091 (b)(13));
• Remote interest exception for a litigation settlement agreement between an officer that is a party to litigation involving the body or board of which the officer is a member (Section 1091 (b)(15); and
• Remote interest exception for the owner or partner of a firm who serves as an appointed member of an unelected board or commission of the contracting agency if the owner or partner recuses himself or herself from:
(1) providing any advice to the contracting agency regarding the contract between the firm and the contracting agency; and (2) any participation in reviewing a project that results from that contract (Section 1091 (b)(17)).

The "remote interest" exception applies only if the interest is disclosed to the body that approves the contract, the disclosure is noted in that body's official records, and the official abstains from voting. Further, members with a "remote interest" may not Summary of Principal Conflicts of Interest Laws and Regulations Page 30 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations attempt to influence any other member of the body or board of which they are members to enter into the contract.
b. "Non -Interest" Exception
The second category of exceptions is found in Section 1091.5. These are called "non - interest" exceptions and apply to a type of interest that is completely exempt from Section 1090 and, if held by the official, does not require abstention. Unlike the "remote interest" exceptions in Section 1091, most of the "non -interest" exceptions listed in Section 1091.5 are available to both board members and employees who are covered by the general prohibition in Section 1090. Although this is not an exhaustive list, examples of some of those exceptions are listed below:
• Non -interest exception for government salary, per diem, or reimbursement of expenses when the contract does not involve the department of the government entity that employs the officer or employee (Section 1091.5 (a) (9));
• Non -interest exception for government salary to an officer's or employee's spouse when the spouse was employed by the government entity for at least one year prior to the officer's or employee's election or appointment (Section 1091.5 (a)(6));
• Non -interest exception for a non -compensated officer of a nonprofit corporation that supports the functions of the public entity or to which the public entity is required to give particular consideration (Section 1091.5 (a) (8));
• Non -interest exception for non -salaried members of a nonprofit corporation (Section 1091.5 (a)(7));
• Non -interest exception involving the receipt of public services on the same terms as would be provided if the officer were not a member of the governmental body or board (Section 1091.5(a) (3)); and • Non -interest exception for contracts for public services between a special district and its board members if the special district requires board members to be landowners or representatives of a landowner and the contract is made on the same terms and conditions granted to everyone else. (Section 1091.5(a)(14)). For purposes of the exception, "public services" include the powers and purposes generally provided pursuant to provisions of the Water Code relating to irrigation districts, California water districts, water storage districts, or reclamation districts.

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations

3. A Contract Made in Violation of Section 1090 is Void and Officials Violating Section 1090 Are Subject to Severe Penalties
Finally, it is important to note the extreme consequences of a Section 1090 violation and thus the caution with which persons must act to ensure compliance with this law. A public official who willfully violates any of the provisions of Section 1090 "is punishable by a fine of not more than $1,000, or by imprisonment in the state prison, and is forever disqualified from holding any office in this state." § 1097. The civil fines applicable to Section 1090 violations now can be up to the greater of $10,000 or three times the value of the financial benefit received by the defendant for each violation. § 1097.3(a). In addition, a contract made in violation of Section 1090 is void under Section 1092.

People ex rel. State v. Drinkhouse, 4 Cal. App. 3d 931, 935 (1970) ("[A] contract in which a public officer is interested is void, rather than voidable as the statute indicates."). As with the Political Reform Act, acting on the advice of counsel is not a defense to a Section 1090 violation. See People v. Chacon, 40 Cal. 4th 558 (2007); Chapman v.

Superior Court, 130 Cal. App. 4th 261 (2005).

Given these consequences, it is advisable for public officials to be very cautious in deciding whether they may participate in a contracting decision based on the existence of a "non -interest exception," whether they must abstain from those decisions based on the application of a "remote interest" exception, or whether their financial interest lies outside any exception and therefore precludes the public entity from entering into the contract altogether.

4. Aiding and Abetting Section 1090 Violations
In 2014, the California Legislature adopted Senate Bill 952, which added a subsection (b) to Government Code Section 1090, which now reads: "An individual shall not aid or abet a Member of the Legislature or a state, county, district, judicial district, or city officer or employee in violating subdivision (a)" of Section 1090. The Legislature added a similar provision to Section 1093 such that a person "shall not aid or abet the Treasurer, Controller, a county or city officer, or their deputy or clerk" in purchasing or selling "warrants, scrip, orders, demands, claims, or other evidences of indebtedness" for personal gain. § 1093. The Legislature also added a penalty for these crimes to Section 1097, which applies when a person "willfully aids or abets an officer or person in violating" Section 1090 or certain other conflict provisions. In light of these new provisions, city officers and employees must be careful to avoid "aiding and abetting" a Government Code Section 1090 violation.

5. Seeking FPPC Advice on Section 1090
In 2013, the State Legislature adopted Assembly Bill 1090, which amended the enforcement provisions applicable to Government Code Section 1090. With the adoption of AB 1090, a person who is subject to the prohibition in Government Code Section 1090 may request advice and/or a formal opinion from the FPPC. § 1097.1(c).

Opinions or advice must be requested prior to any action being taken, as the FPPC cannot issue options or advice based on past conduct. § 1097.1(c)(2). Such advice is admissible as evidence of good faith conduct by the requester if the requester truthfully Summary of Principal Conflicts of Interest Laws and Regulations Page 32 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations disclosed all material facts and relied on the advice or opinion of the FPPC. § 1097.1(c).

In addition, the FPPC is now authorized to enforce the prohibition in Government Code Section 1090 through administrative or civil actions. § 1097.1 (a).

6. Statute of Limitations for Section 1090 Violations
The statute of limitations for bringing a criminal prosecution under Section 1090 is three years from the discovery of the violation. People v. Honig, 48 Cal. App. 4th 289, 304 (fn. 1) (1996); Penal Code §§ 801, 803(c). However, under Government Code Section 1092, a four-year statute of limitations applies to actions brought under Section 1090 to invalidate a contract. This four-year statute of limitations begins to run from the date that the plaintiff has discovered the violation, or in the exercise of reasonable care, should have discovered the violation. A four-year statute of limitations also applies to civil actions brought by the FPPC. § 1097.3(c).

C. Common Law Doctrine Against Conflicts of Interest
The common law doctrine against conflicts of interest constitutes the courts' expression of the public policy against public officials using their official positions for their private benefit. See Terry v. Bender, 143 Cal. App. 2d 198, 206 (1956). This doctrine provides an independent basis for requiring public officials and employees to abstain from participating in matters in which they have a financial interest. Violation of the doctrine can amount to official misconduct and can result in loss of office. Nussbaum v. Weeks, 214 Cal. App. 3d 1589 (1989) .

By virtue of holding public office, an elected official "is impliedly bound to exercise the powers conferred on him with disinterested skill, zeal, and diligence and primarily for the benefit of the public." Noble v. City of Palo Alto, 89 Cal. App. 47, 51 (1928). An elected official bears a fiduciary duty to exercise the powers of office for the benefit of the public and is not permitted to use those powers for the benefit of a private interest. Id.

The common law doctrine against conflicts of interest has been primarily applied to require a public official to abstain from participation in cases where the official's private financial interest may conflict with his or her official duties. 64 Ops. Cal. Att'y Gen. 795, 797 (1981). However, the doctrine also applies when specific circumstances preclude a public official from being a disinterested, unbiased decision maker for a quasi-judicial matter. In one case, a council member who voted to deny permits for a condominium project near his house was deemed to have a common law conflict of interest (i.e., bias) due to his interest in preserving his ocean view and his personal animosity toward the applicants. Clark v. City of Hermosa Beach, 48 Cal. App. 4th 1152 (1996).

However, a more recent court decision creates some uncertainty as to whether the common law doctrine should be applied when statutory conflict of interest laws already address the particular situation. In BreakZone Billiards v. City of Torrance, 81 Cal. App. 4th 1205, 1233 (2000), the court declined to construe allegations of an official's bias in a decision to constitute a conflict of interest at common law when the applicable statutes already had been construed not to create a conflict of interest in that situation. In BreakZone, the court indicated, "[w]e continue to be cautious in Summary of Principal Conflicts of Interest Laws and Regulations Page 33 © 2022 Richards, Watson & Gershon
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Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations finding common law conflicts of interest .... We reject the application of the doctrine in this case, assuming, arguendo, it exists." 81 Cal. App. 4th at 1233.

11. OTHER SPECIALIZED CONFLICTS OF

INTEREST LAWS AND REGULATIONS
A. Doctrine Against Holding Incompatible Offices

1. The Common Law Doctrine Against Holding Incompatible Offices In addition to Government Code Section 1099 (discussed below), a common law doctrine (that is, legal principles established over time by court decisions) applies to prevent public officials from holding multiple public offices simultaneously. The common law doctrine against incompatibility of offices arose from a concern that the public interest would suffer when one person holds two public offices which might possibly come into conflict. The California Supreme Court set forth the following test for incompatibility of offices in People ex rel. Chapman v. Rapsey, 16 Cal. 2d 636 (1940):
"Two offices are said to be incompatible when the holder cannot in every instance discharge the duties of each. Incompatibility arises, therefore, from the nature of the duties of the offices, when there is an inconsistency in the functions of the two, where the functions of the two are inherently inconsistent or repugnant, as where antagonism would result in the attempt by one person to discharge the duties of both offices, or where the nature and duties of the two offices are such as to render it improper from considerations of public policy for one person to retain both."
16 Cal. 2d at 641-42. Incompatibility of offices is not measured only by conflicts which do exist, but also by those conflicts which might arise. Chapman, 16 Cal. 2d 636, 641-42 (1940); 66 Ops. Cal. Att'y Gen. 382, 384 (1983); 64 Ops. Cal. Att'y Gen. 288, 289 (1981).

In order to determine whether two positions are in conflict, it is necessary to determine first whether the two positions are both public offices within the scope of the doctrine.

No statutory definition is given to the term "public officer." However, in Chapman, the court stated:
"[A] public office is said to be the right, authority, and duty, created and conferred by law — the tenure of which is not transient, occasional, or incidental — by which for a given period an individual is invested with power to perform a public function for public benefit ....

One of the prime requisites is that the office be created by the Constitution or authorized by some statute. And it is essential that the incumbent be clothed with a part of the sovereignty of the state to be exercised in the interest of the public."
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Incompatibility can be triggered if the duties of the two offices "overlap so that their exercise may require contradictory or inconsistent action, to the detriment of the public interest." People ex rel. Bagshaw v. Thomson, 55 Cal. App. 2d 147, 150 (1942). Only one significant clash of duties and loyalties is required to make offices incompatible. 37 Ops. Cal. Att'y Gen. 21, 22 (1961). The policy set forth in Chapman includes prospective as well as present clashes of duties and loyalties. 63 Ops. Cal. Att'y Gen. 623 (1980) .

Abstention has not been recognized as a remedy for incompatible offices. The general rule provides:
"The existence of devices to avoid . . . [conflicts] neither changes the nature of the potential conflicts nor provides assurances that they would be employed. Accordingly, the ability to abstain when a conflict arises will not excuse the incompatibility or obviate the effects of the doctrine." 66 Ops. Cal. Att'y Gen. 176, 177 (1983) (citation omitted).

The effect of the doctrine of incompatibility of offices is that a public official who enters into the duties of a second office is deemed to have automatically vacated the first office if the two are incompatible. Chapman, 16 Cal. 2d at 644.

A list of some of the offices that the California Attorney General has found to be incompatible are as follows:
• County board of supervisors member and community college board member. 78 Ops. Cal. Att'y Gen. 316 (1995).
• Fire chief and board of supervisors member. 66 Ops. Cal. Att'y Gen. 176 (1983) .
• Public utility district member and county board of supervisors member. 64 Ops. Cal. Att'y Gen. 137 (1981).
• School district trustee and council member. 73 Ops. Cal. Att'y Gen. 354 (1990) .
• School board member and council member. 65 Ops. Cal. Att'y Gen. 606 (1982).
• County planning commissioner and council member. 63 Ops. Cal. Att'y Gen. 607 (1980).
• Fire chief and council member. 76 Ops. Cal. Att'y Gen. 38 (1993). • County planning commissioner and city planning commissioner. 66 Ops.

Cal. Att'y Gen. 293 (1983).

Summary of the Major Provisions and Requirements of Principal Conflicts of Interest Laws and Regulations • County planning commissioner and county water district director. 64 Ops.

Cal. Att'y Gen. 288 (1981).
• City planning commissioner and school district board member. 84 Ops.

Cal. Att'y Gen. 91 (1997).
• City manager and school district board member. 80 Ops. Cal. Att'y Gen. 74 (1997).
• School district board member and community services district board member. 75 Ops. Cal. Att'y Gen 112 (1992).

2. The Statutory Codification of the Common Law Doctrine of Incompatible Offices - Government Code Section 1099
Government Code Section 1099 is intended to create a statutory rule against holding incompatible offices. This section is not intended to expand or contract the common law rule and is intended to be interpreted based on precedent created through court decisions under the common law doctrine. Stats. 2005, c. 254 (S.B. 274), § 2.

Section 1099 provides that a public officer, including, but not limited to, an appointed or elected member of a governmental board, commission, committee or other body, shall not simultaneously hold two public offices that are incompatible as defined by the statute. Section 1099 provides that offices are incompatible when:
• Either of the offices may audit, overrule, remove members of, dismiss employees of, or exercise supervisory powers over the other office or body;
• Based on the powers and jurisdiction of the offices, there is a possibility of a significant clash of duties and loyalties between the offices; or • Public policy considerations make it improper for one person to hold both offices.

As is the case under the common law doctrine, Section 1099 provides that when two public offices are incompatible, a public officer shall be deemed to have forfeited the first office upon acceding to the second office. However, Section 1099 recognizes that certain state laws or possibly local ordinances may expressly provide for the simultaneous holding of particular offices and that result would not be precluded by Section 1099.23 Section 1099 does not apply if one of the positions is a mere position of 23 See, e.g., People ex rel. Lacey v. Robles, 2020 WL 467582 (2020), which held that Section 1099's exception to the rule against holding incompatible offices if "simultaneous holding of the particular offices is compelled or expressly authorized by law" did not apply to an official serving as a mayor and a member of the board of directors for a water replenishment district, despite the fact that the city council and the water replenishment district adopted an ordinance and resolution, respectively, authorizing the official to simultaneously hold both offices. The court reasoned that (1) the Legislature's reference to "law" is "best understood as a reference to state, not local, law"; and (2) even if the reference to "law" could be understood to allow local jurisdictions to deem offices compatible notwithstanding a possible conflict in duties or loyalties, the water replenishment district lacked the authority to authorize its board members to hold incompatible offices.

Temecula City CouncilJanuary 10, 2023

Temecula City Council
January 10, 2023