Agenda — Temecula City Council, November 14, 2023 (part 3 of 4)

STATE OF CAUFORNIA

FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 8J112023
ESL ID: 2519251676
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1144097
Entity Name; TEMECULA VALLEY PLAYHOUSE

1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d.

4. We do not have current information about the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

Important Information
This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body.

If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1).

The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b),
Connect With Us
Web: ftb.ca.gov
Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States
California
Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019)

INTERNAL REVENUE 'SERVICE

DISTRICT DIRECTOR
2 CuPANIA CIRCLE
MONTEREY PARK, CA 91754
Date: JUL. 23, 1991
3CTTERTI E"D STAGE PLAYERS
PO BOX 74 �
F EMECULA, CA 92390
Dear Appl ican.:

DEPARTMENT OF THE TREASURY
Employer identification NuMoer:
33-040P*,06
Case Number:
75114203?
Contact Person:

Contact Telephone Humber:
f213) 725-787A
Accounting Period Endings
DE cemhc•r 31
Foundation Status Classification
509t'a) (:21
Advance Rulinc Period Begins:

Dec. 13, 1990
Advance Ruling 'Period Ends:

Dec. 31.. 1994
Addendum Applies:

YI s
Eased on information supplie•c, and assuming your operations will be as statC-d i.11 YOL, r anpl icat i on fnr rr�i nQni t i ran of exemcet Ion, we have determined You are=-xempt from Federal income tax unEier section 501(a) of the internal R4vi nrsmi Code a, at, ornaniz:itinn describesd in i—,:tion 5E71(r'rf�i)= Because you are a newly created organization, we are not now massing a final 6etermi.nation of your fotkndi;tion status under section r,09W of the Code. rowever, we :lave ceterraned that you can reasonably be expected to oe a oublicly isinriorted organization described in section 509(- )f?).

Accordingiy, you rwili t=etreated as a puolicly supported organization, and not as a Private foundation., durinn an advance rulino npriod. This. ao,eance ruling period begins and ends on the dates shown above. �kithin 90 days after the and -if your advance ruling period, you crust stthr�+t to us information weeded if, tletFrmine whether rott ha-tve met the rE-cui're- ments of the app;,icaole support test during the advance ruling periou. If you -stabl ish that you have be§?n a pu6l icl y s)t000rted orn inizat• ion, vau will be c'_assified as a section 509(a)(J.) or 509(a)(2) organization as long as you con- tinuq to meet the rvnvi rr-mc~ntC of the anolieable sunport test. Tf ,you do not meet the public supprart requirements during the advance ruling period, you will ha rla-;sified as a nrivat:4 foundation for future periods. Al-o. ;f -refit are classifies as a private foundation, you will be treated as a private foundation from the date of your inrel�ticen fcir nutpose€. of sections 507(d) and 4940.

Grantors and contrioutors m4y rely on the determination that you are not a Private foundat0n otntil. 90 d3y art�?r the arid'# of `our idvarco rulino oe=riod.

Zf you submit the required information within the 48 days, grantors and contri- b0ors m-+y continue to rely on tht advance deter Mnot ioii until the Servzc,' Letter 1045(CG)

-2-
BU TERFIELD 5TA&E PLAYERS
maces a final determination of your foundation status.

If notice tFjat you will no longer be treated as a publicly supported or- Aanizatycsn is oub3ishpd an tk,e intr real Revenue Bulletin, orantnrs: and con- trioutors may not rely on this determination after the date of such publica- tion. In xrlrlition, if you lose your status as a iublicly iud=sorted or,ianiza- -ciayt and a grantor o contributor was responsible for, or k1. s aware of, the act OT fai.lare to act, that resulted in your loss of Such statu;., that r�er. n may riot rely on This determination from the date of the act or failure to act.

A1=ra, if a g rantnr or contributor le•irno,l that the Service had n ivin link ice treat you would be removed from classification as a publicly supported organiza- tion; then that person may not rp)v on this. determination as of thp date such Knowledge was acquired.
if your sources of support, or your purposes, character, or method of opt -ration change, please let us {:r-.w so we can consider the effect of the change on your exempt status and foundation status. In the case of an amend- ment to your r,raanizational, dnrumpnt or bylaws, send 1, a of the amended doct,r,ent or bylaws. also, you should inform us of all changes in your name or address.

As of January 1, 1984, you are liable for taxes under the Federal Insur- ance Contributions Act (sociAl security taxes) on remuneration of $too or Vlore you pay to each of your employees during a calendar year. You are not liable for the tax imans=-d tinder the Federal Onemoloyment Tax Act (FLITA) Organizations than, are not private foundations are not subject to the pri- vatq foundation excise t.ixes ,xnder Chauter 42 of the € ode. Howe=ver. you are not autocratically exempt from othf-r Federal excise taxes. If you have any qu�,st i ons• about exr i sc+, EPmp laymen) . or othc,r Federa l to xes, r) l Pas-e 3 et us know.

Donors gray deduct contributions to you as provided in section 170 of the Gone. Bentta{.ts, 3earsi€*s, devise-F , transfers, or gifts to you or fnr Your use are deductible for Federal estate and gift tax purposes if they meet the appli- cable provisine), of sertions '1055, 2106, and 2522 of the Code.

Contribution seductions are allowable to donors only to the extent that their contributions are gifts, Frith no consideration received. Ticket nur- cnases and similar payments in conjunction with fundraising events may not necessArily qualify as deducti.hlo contributions, deeendinn on the circum- stances. See Revenue Ruling 67-246, published in Cumulative Bulletin 1967-2, inn po*gp 1O4, which Lets forth quaidelinps rpn�ard5no thc' dc,ductihility, as% chari- table contributions, of payments grade by taxpayers for admission to or other participation in fundraising activities for charity,
You are required to file Farm 990, Return of Organization Exempt From Tncome Tax, e;tly if your gross recuiots each year Aro normally norE' then $25,000. However, if you receive a Form 990 package in the mail, please file the return even if -au do not exce•xd the gross rec?int, test. If you are not Letter 1045(CG)

-3-
BJT T ERFIELD S': AGE ?LAYERS
requirea to file, simply attach the label provided, check the box in the head - inn to indicate that /nur annji.al gr--)�-s rec:aiots are norm -illy $25.0000 nr less. and sign the return.
if a return is required, it rust be filed by the 15th day of th* fifth month after the end of your -annual-arcountihl] neriod. A penalty of "',,[O a day is charged when a return, is filed late, unless there is reasonable cause for the delay. ilnwrever, thg. may-inutq nr-n.Oty charoed cannot exceed 45.000 or 5 Der - cent of your grass receipts for the year, wnicnever is less. This penalty may al-sn he charnel p.f 9 return is not comnlet_. -io olgaie be -?urp yoitr retrarn is complete before you file it.

You are not required to file 'Feaeral income tax returns unless you are subject to the tax nn unrel�itad blLsines income under sectis)n 511 of th:- Code. -f you are suojeci to this tax, you must file an income iax return on Fora 91iO-T, Exempt iirgani7ation Rusi.ne..r. Income Tax Return. Tn this latter we are r,oT cetermini ng wnetiher any of your present or proposed activities are unre- 41ed trade or business as defined in section 513 of the Cod,+'.

You need an employer identification nu,,,.,er even if you have no employees.

Jf ar, employer identification number was not rntvrc�d on your a(,ol.ication. a number will be assigned to you ana you will be advised of it. Please use that number nri ill returns ynix fr).e ,and in all, corresnondFznce with th'4 Internal Revenue Service.
we ;,a,;e inrtca-ec} in neaai.ng or this letter that an aadentium dl.r�'M fries .irdenrum .4ncto--F:0 i an i,ii igril gart of this letter. ecause tnis letter could rye=gip resolve any questions aavut your exempt ?-tgy)!FC_ Irii fro!>lG t ryrt -.trtiis.; You '-.hOUld kperi it in yinur rkermatnent re.cordd�. cop; of 'tin:-. letter to your Representative as iloic-ated in your oovier of attorney.
7f ;you nave any questions, please contari the ,person whose name and releWinne number arg r-hovin in the hPadino of thi letter. crtc1asureis i s
Ad�#er�ds�.rt
Si2`C-
Sincerely yours,
j-e I -
Michael J. Quinn
District Director
Letter 1445(LG)

-4_
,tie i ERA= iELD STAGE PLAYERS
;sue to the notification requirements of section 508(a) of the Coe, the effective date o l this letter i.,:> D��r . 13. 191?0, the date goon which we receive❑ your application. Contributions to you are deductible only if rude Lire r,r after }hat date. yott have nreviouF•ly afire-ed to that affective date.

Letter 1445(CG)

FY 23/24 Community Service Funding (CSF) Grant
Application

TEMECULA VALLEY POSSE

�� Community Service Funding Application
C,,
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
Confirm
Applicant Organization Year Organization Website:

Name: Founded: www.riversidesheriff.org/26lNolunteE
Temecula Valley Posse =' Forces -Unit
Mailing Address:* Number of Paid Staff:* Number of Volunteers:

Temecula Valley Posse C/O 0 l 5
�emecula CA, 92590
Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Steve Bussen - President
Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License? Teniec i ,
Yes i:e
Business License No.*
OS5804
Copy of Business License*
Temecula Business License Invoice.png
[n a inwae4.
1n11PC41119uNnp� LkY+m
arwneq.red�
https://css.temeculaca.gov
524.49KB
Geographic Area(s) the Project/Program
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
$5,000.00 TemeCUla Valley Posse Safety Equipment Project MAX: $S,000 PER ORG
Start Date:* End Date:* Physical Address of Project/Program * 2023-07-01 2024-06-30 Temecula Valley Posse C/O
CA, 92590
Preferred Payment Method:
(if grant is awarded.)
Check Mailed Check Picked Up
Electronic File Transfer
Make Check Payable to:*
Ternecula Valley Posse
mecula

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No
IF NO, THEN INELIGIBLE T7 RECEIVE CITY FUNDING
Provide nonprofit status verification as follows:*
(one required, both preferred)
State of California Entity Status Letter
IRS Deductibility Status
State of California Entity 1D: *
1989222
To find CA Entity Status Letter,
click the link below:
h ttps:// www.ftb.ca.gov/help/business/entity-
status-letter.asp?wT.mc_id=akBEStatus
IRS Employer Identification Number (ElN):
22-3874b98
To find IRS Deductibility Status,
click the link below:
https:/Iapps.irs.gov/app/eos/
Date of Incorporation:"
01 /01 /1992
Attach State of California Entity Status Letter:

CA Entity Status Letter TEMECULA VALLEY POSSE.pdf
Attach IRS Deductibility Status:*
❑educitbility Status.pdf
Provide further verification as follows:'
(one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your charity found on the State Registry .Search Tool (link below) You might find IRS Form 990
on the link below:
https://rct.doj.ca.govNerification/Web/Search.aspx ?
facility�Y
State Registry Search Tool:

Attach First Page of Most Recent Form 990*
2022 E Postcard.pd
(990, 990-EZ, 990-PF, 990-T)
Attach State Registry DocumentJInfo'
A48.14KB

74.5KB

72.24KB
http5.lirctxfoj.ca.govtVerificaticprll Sfelh/5earfh.aspx.? keglstrvStdtus 1`101 l = v.t,_i tv�i4C fa ci l i tyr—Y

Application Authorization
Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months?
Yes No
Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization?
Yes No
This Application has been authorized by the organization's: * Executive Committee Board of Directors Members -at -Large

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:* "Committed to Tradition, Community, and Safety: Serving as the Bridge Between Law Enforcement and the Public."
Since its inception in 1992, the Temecula Valley Mounted Posse has been a voluntary collective effort for the betterment of the City of Temecula. Rooted in the heart of Temecula's history and culture, our non- profit organization is dedicated to enhancing the bond between residents of the City of Temecula, the Temecula Valley, and the Riverside County Sheriff's Office, through unwavering commitment and service.

Guided by the Riverside County Sheriff's Office and distinguishable in the Sheriff's Office uniform, the Temecula Valley Posse is comprised of a team of 15 sworn volunteers, leveraging our time (upwards of 3,000 volunteer hours per year), individual resources, and personal horses to fulfill a diverse range of community outreach services. In addition, our involvement extends beyond public relations, as we actively contribute to search and rescue operations, crowd control at major events, and provide essential "eyes and ears" support to law enforcement. Our presence has become synonymous with community engagement, facilitating a deeper connection between law enforcement and the public.

The sight of the Posse horses and volunteers in uniform not only captivates attention but also fosters approachability, dissolving barriers that sometimes separate law enforcement from the public. The Temecula. Valley Mounted Posse exemplifies the harmonious collaboration between law enforcement, the City of Temecula, and the community, ensuring a brighter, safer future for all.

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
Yes No

Project/Program Description

RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. Uiiderstand
ProjectfPrograrn Title: Temecula Valley Posse Safety Equipment Project

9. DESCRIBE THE PROJECT/PROGRAM THE TE'MECULA GRANT FUNDING WILL SUPPORT,* The Temecula Valley Posse Safety Equipment Project, supported by Temecula Community Service Grant funding, would dramatically enhance the safety of both horse and rider as the Posse diligently serves the residents of the City of Temecula. As a non-profit organization, the dedicated volunteers of the Posse have historically funded all necessary equipment out of their own pockets. however, the sustainability of this practice has become increasingly challenging. This project aims to help alleviate this financial burden by providing some of the essential safety equipment required for effective community service.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO DE PURCHASED AND VVl-i`7-, The Temecula Valley Posse would spend any awarded grant funds on safety equipment, including:
• Reflective safety gear
• Specialized safe bridles
• Protective saddle pads
• Safety breast collars
• Veterinary medical kits
• HT Radio
The Temecula Valley Passe Safety Equipment Project encompasses a comprehensive approach to safety equipment procurement to address the specific needs and challenges faced by the Posse during their public service activities, The Posse participates in a range of nighttime and low -visibility events, including Old Town patrol and Promenade Mall parking control during the holidays, Sunset Market in Old Town, as well as TCSD supported events like Santa's Electric Light Parade and TemeCLIla's Summer Concert Series in the park. Reflective safety gear for both horses and riders will significantly enhance visibility in low - light situations, ensuring their presence is unmistakable and their role in maintaining public safety remains effective.

Integral to our safe operations are the specialized bridles required by the Sheriff's Office. These bridles are strategically constructed to deter unauthorized removal by bystanders or in situations requiring crowd control. Reins connected without clips and incorporating a built-in halter, bolster rider safety and versatility, enabling prompt dismounts while maintaining control of the horse when riders' assistance or attention is required on the ground. Events where this is critically important include Posse participation during Rod Run Weekend and the Old Town Music Festival at the Stampede.

Incorporating a focus on equine safety and well-being, the project also includes RSO-required, specialized saddle pads that offer crucial protection to horses' backs during prolonged events, such as our participation in the annual Community Crass Walk. Specialized breast collars, another essential

safety element, prevent saddle shifting and displacement, safeguarding both rider and horse during physically demanding tasks.

The project goes beyond equipment for the riders and horses. It encompasses the establishment of specialized veterinary medical kits, readily accessible in trailers, and designed to address any unforeseen accidents or injuries, ensuring the health and welfare of both the equine partners and the riders.

Furthermore, the grant funding seeks to provide the posse with its own HT Radio, a communication device indispensable for maintaining a direct line of contact with RSG during events. Possessing our own radio equipment guarantees reliable communication, enabling prompt coordination and immediate response to identify issues, ultimately fostering a safer environment for both the Posse and the community.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.` TEMIECULA RESIDENTS NIUST BENEFIT FROM THIS PROGRAWIiPROJECT IF AVVARDED CITY FUNDING.

For the hundreds of residents of Temecula who have already had positive interactions with the Temecula Valley Posse, and for the hundreds more to come, this grant funding benefits Temecula residents by:
• Enhanced Public Safety and Delightful Experience: The properly equipped Posse members are an integral part of maintaining order and safety during focal events. The Posse contributes to a sense of security and trust within the community as well as providing a fr-fn and unique experience for Temecula's residents.

Strengthened Community Connections: The Posse's dedication to serving the community while mounted on horses facilitates approachable interactions between law enforcement and residents. The safety equipment Further enables these interactions, allowing for more active engagement during events, parades, and public gatherings. This accessibility humanizes law enforcement and cultivates a strong Fond between Temecula residents and those who serve and protect. • Preservation of Traditions: The Temecula Valley Posse embodies the historical spirit of the region, representing its deep-rooted traditions and cultural heritage. By supporting the Posse's mission, the grant funding helps maintain and promote the distinctive identity of Temecula for the many residents who value the city's unique character..
• Shared Civic Responsibility: The community service provided by the Posse resonates with the citizens of Temecula, as their dedicated efforts contribute to a safer and more tightly -knit community. By assisting the Posse through grant funding, the City of Temecula can also take pride in the active role they play in supporting the safeguarding and betterment of their residents. 3b. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM:
1 3c. ESTIMATED NUMBER OF VOLUNTEERS
* INVOLVED IN THIS PROJECT/PROGRAM:

4. SUMMARY STATEMENT - SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.*

Between July 16, 2022, and July 16, 2023, the 1 S members of the Temecula Valley Posse collectively dedicated 2,938 hours to serving residents of Temecula. Grant funding in support of the above -listed items included in the Temecula Valley Posse Safety Equipment Project would provide far-reaching benefits for Temecula residents. It strengthens safety, fosters approachable law enforcement interactions, preserves heritage, solidifies civic responsibility, and brings delight. These actions cultivate a more united, secure, and engaged community. The Temecula Valley Posse thanks you for this Community Service Grant Funding consideration and looks forward to seeing y'all at the inaugural Temecula History Day!

Project/Program Budget

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00
Refer to Page Z
Amount contributed to the ProjectfProgram by the Applicant Organization $0.00
Other grants or funding already awarded for Project/Program, if any NIA $0.00
In -Kind match amount or volunteer credit hours estimated amount $0.00

LIST OF EXPENSES FOR PROJECT/PROGRAM
ToolslEquipment* EXPENSES*
Reflective safety gear • Specialized safe bridles • Protective saddle pads - $5,000.00 Safety providing breast collars • Veterinary medical kits • HT Radio Facilities]Rentlinsurance*
NIA $0.00
Supplies*
NIA $0.00
Marketing*
NIA $0.00
Services*
NIA $0.00
Food*
NIA $0.00
Other*
NIA $0.00
Staffing Expense
TOTAL REVENUE:

TOTAL EXPENSES

Compliance
If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024.

In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds.

To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024.

Compliance Expenditure Report Form
have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024.

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization: *
Temecula Valley Posse
PresidentfAuthorized Officer:* E-mail:*
Steve Bunsen
Name & Title
President/Authorized Officer Signature*
It,57t>t.ftrIy
Requested Amount:
$5,000.00
Date Time
2023-09-07
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Phone:*
Beth 'Russell, Secretary, Temecula Valley Posse, [email protected], (909) 496-4447 Name, Title, & Organization
If you have any questions, please contact_:

Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or

STATE OF CAUFORNIA

FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 8/18/2023
ESL ID: 1284995145
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1989222
Entity Name; TEMECULA VALLEY POSSE

1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d.

Q4.

We do not have current information abort the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

8123123, 11:19 AM
Details
Ho rV9E ABOUT mEDl,; i-,'AK Ei R'S=EGULAT101-i-.- RES0URt:.EZ" PF.'0GRA-MS L:flr,JTl'ti-T Registrant 'Details
Entity type Corporate Class 8s registered with the Secretary of State or leased on Founding & registration documents.

Organization Name: TEMECULA VALLEY POSSE IRS FEIN:

Entity- Type: Public Benefit SOS/FTB CorporateiOrganization Number:
223874698
1989222
Registry Status:

RCT Registration Number:

Record Type:

Date of Last Renewal:

Current Renewal Due/Exp. Date:
104120 Issue Date:

Charity Registration Effective Date:
4'17r'2023 DBA:.
5/15/2024
12/31/2002
12131(2002
Mailing Address
Street:

Street Line 2:

City; State Zip:

TEMECULA CA 92590
Filings & Correspondence
Incomplete Form Letter
Incomplete Form Letter
Founding Documents
Founding Documents
Online Renewal S11171nlssion 2022
Fonn CT TR-1
2022
Renewal Filing
2021
Renewal Filing
2020
Renewal Filing
2019
Renewal Filing
2018
Fon-n RRF-1
2017
2016 RRF-1
2016 RRF-1
2015 RRF-1
2015 RRF-1
2014 RRF-1
2014 RRF-1
2013 RRF-1
2013 RRF-1
2012 RRF-1
2012 RRF-1
2011 RRF-1
2011 RRF-1
2010 RRF-1
2010 RRF-1
2009 RRF-1
2009 RRF-1
2008 RRF-1
2008 RRF-1
2007 RRF-1
2007 RRF-1
2006 RRF-1
2006 RRF-1
RRF-1 2002
2002 RRF-1
IRS Form 990 2002
2002 IRS Form 990
RRF-1 2001
2001 RRF-1
IRS Fonli 990 2001
2001 IRS Form 990
https:llrct_dal.ca.govfVerificationlWeblDetaiis.aspx7result=fd72af67-2694-4676-9de9-ab293f298c10 1/4

8123123, 11:19 AM
Details
PdU-1 2000
2000 RRF-1
IRS FOt`171 990 2000
2000 IRS Farm 990
1st Delinquency Letter
1st Delinquency Letter
Annual
Renewal Data
Status of Filing:

Accepted
Accounting Period Begin Date:
1: :?O10
Accounting Period End Date:
11: 31/2010
Filing Received Date:
9i26'2016
Form RRF-1 Rejectflneomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
111/2011
Accounting Period End Date:
12/31'2011
Filing Received Date:
9/26/2016
Form RRF-1 Reject4Ineomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
111,2012
Accounting Period End Date:
12131/2012
Filing Received Date:
912612016
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
1/1/2013
Accounting Period End Date:
121,'3112013
Filing Received Date:
9126�2016
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 RejectiTncomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
1 1 '2014
Accounting Period End Date:
11 31 2014
Filing Received Date:
9: 26;'2016
Form R1RF-1 RejectfIncomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
111,2015
Accounting Period End Date:
1231/2015
Filing Received Date:
9126f2016
Form RRF-1 Rejectllncomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:
dotes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
1/112016
Accounting Period End Date:
121'31/2016
Filing Received Date:
4/10/2017
https:llrct_do}.ca.govNerificationlWeblDetails_aspx7result=fd72af67-2694-4676-9de9-ab293f298c10 2l4

8123123, 11:19 AM
Details
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:
'Votes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
1/1/2017
Accounting Period End Date:
12/31/2017
Filing Received Date:
3/26/2018
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject,,Tncomplete Reason:

Votes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
11112018
Accounting Period End Date:
12/31/2018
Filing Received Date:
3/19/2020
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:
_Votes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
1/1/2,019
Accounting Period End Date:
12/31/2019
Filing Received Date:
3/19/2020
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject. -Incomplete Reason:
!Totes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
111/2020
Accounting Period End Date:
12/31/2020
Filing Received Date:
3/10/2021
Form RRF-1 RejectAncomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
1/1/2021
Accounting Period End Date:
12131/2021
Filing Received Date:
5/12/2022
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 RejectiTncomplete Reason:

Notes From Registry Staff:

Status of Filing:

E-Accepted
Accounting Period Begin Date:
111/2022
Accounting Period End Date:
12/3112022
Filing Received Date:
4/15/2023
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Related Registrations
& Event Reports
The related records shown below depend on
the record type being viewed:

Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations.

Raffle Registrations relate to Rafe Reports.

Click on the RCT Registration No to navigate to the related record. https`rct.doj.ca.govlVerifcationfVVeblDetails.aspx7result=fd72af67-2694-4676-9de9-ab293f298c10 3I4

8123/23. 11:67 WN Tax Exempt Organization Search ❑etails I Internal Revenue Service Temecula Valley Posse
EIN: 22-3874698 J Temecula, California, United States
Publication 78 Data
Organizations eligible to receive tax-deductible charitable contributions, Users may rely on this list in determining deductibility of their contributions.

On Publication 78 Data List: Yes
Deductibility Code: PC
Form 990-ICI (e-Postcard)
Organizations who have fled a 990-N (e-Postcard) annual electronic notice. Most small organizations that receive less than $50,000 fall into this category.
^ Tax Year 2021 Form 990-N (e-Postcard)
Tax Period:
2021 (01 /01 /2021-12/31 /2021;I
EIN:
22-3874698
Organization Name (Doing Business as):

TEMECULA VALLEY POSSE
Mailing Address:

Temecula, CA 92590
United States
Principal Officer's Name and Address:

Steve Bussen
Temecula, CA 92590
United States
Gross receipts not greater than:

S50.000
https://apps.irs.gov/app"eos/detaiis/ 9 2

8123123. 11:07 AM Tax Exempt Organization Search Details I Internal Revenue Service Organization has terminated:

No
Wehsite i. RL:
v Tax Year 2020 Form 990-N (e-Postcard)
v Tax Year 2019 Form 990-N (e-Postcard)
v Tax Year 2017 Form 990-N (e-Postcard)
v Tax Year 2016 Form 990-N (e-Postcard)
v Tax Year 2015 Form 990-N (e-Postcard)
v Tax Year 2014 Form 990-N (e-Postcard)
v Tax Year 2013 Form 990-N (e-Postcard)
v Tax Year 2012 Form 990-N (e-Postcard)
\*, Tax Year 2011 Form 990-N (e-Postcard)
\e Tax Year 2010 Form 990-N (e-Postcard)
\/ Tax Year 2009 Form 990-N (e-Postcard)
� Tax Year 2008 Form 990-N (e-Postcard)
\/ Tax Year 2007 Form 990-N (e-Postcard)
https:/iapps. irs-gov/app/eosfdetails,' 2i2

Form 990-N Electronic Notice (e-Postcard) OMB No. 1545-2455 Department of the Treasury for Tax -Exempt Organization not Required to File Form 990 or 990-EZ internal Revenue SerVice -
Oq
A Forthe 2022 Calendar year, ortaxyearbeginning 2022-01-01 and ending 2022-12-31 8 Check if available
76mritnated for Business
Gross receipts are normally $50,000 or less
E Website:

C Name of Organization: TEN[ECULA4 VALLEY P055
temecula. CA. US, 92590
F Name of Principal Officer: Steve Bus
Temecula, CA, US, 9259D
2022
Open to Public Inspection
D Ernplovee Identification
Number 22-3874698
, NOW �1!
Primacy Act and Paperwork Reduction Act Notice: We ask for the information on this form to carry out the internal Revenue laws of the. United States.

Your are required to give us the information. We need it to ensure that you iaii�L cornply-ing With these laws.

The Organization is not required to provide information requested on.,a farm that is subject to the Paperwork Reduction Act unless the form displays a valid Oh1B control number Books or records relating to a form Pr its igstructions must be retained as long as their contents may become materiai in the administration of any Internal Revenue law. Ttie rules goverriing f ka Confidentiality of the Form 990-N is covered in code section 6104.

Tfie time needed to complete and fie this form and related schedules will vary depending on the individual circumstances. The estimated average times is 15 mrnutes
Note: This image is provided for your records onty. Do Not mall this page to the IRS. The IRS will not accept this filing via paper. You must file your Form 990-N (e-Postcard) electronically.

FY 23/24 Community Service Funding (CSF) Grant
Application
39 TEMECULA VALLEY

ROSE SOCIETY

Aft
Community Service Funding Application
T1,1.,,.

Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
confirm
Applicant Organization Year Organization Website:

Name: Founded: temeculavalleyrosesociety.org
Temecula Valley Rose Society
Mailing Address:* Number of Paid Staff:* Number of Volunteers:* PO Box 890367 Temecula, CA 92589 0
Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Susan Whitten Grant and
Fundraising Chairperson
Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License"? Temecula
Business License No.*
OS4673
Copy of Business License*
TVRS Business License CertiIicaie.pdf
https://css.temeculaca,gov

1.61 M B
Geographic Area(s) the Project]Program
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
$5,000.00 Permaculture Pollinator Garden
MAX: $5,000 PER ©RG
Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 202S-10-30 30592jedediah Smith Road Temecula, CA 92592 Preferred Payment Method:
(if grant is awarded.)
Check Mailed Check Picked Up
Eiectronic File Transfer
Make Check Payable to:*
TemeCLlla Valley Rose Society

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING
Provide nonprofit status verification as follows:*
(one required, both preferred)
-State of CaliYarnia Entity Status Letter
IRS Deductibility Status
State of California Entity 1D: *
1570446
To find CA Entity Status Letter.
click the link below:
h ttps:i/ www.ftb . ca.gov/help/b usi nesslentity-
statu s-letter.asp?wT.mc_i d=a kB EStatus
IRS Employer Identification Number (ElN):
33-04Z8167
To find IRS deductibility Status,
click the link below:
https://a pps. irs.govla ppleosl
Date of Incorporation:"
10/01 /1990
Attach State of California Entity Status Letter:"
TVRS Entity Status Letter.pdf
Attach IRS Deductibility Status:*
TVRS Exempt Status 501C IRS. pdr'
Provide further verification as follows:*
(one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990"
You might find IRS Form 990 TVRS Form 990 - yr 2021 (1 ).pdf on the link below: (990, 990-EZ, 990-PF, 990-T)
http5./Irct.doj.ca.govNerification/Web/Search.aspx?
facillty4Y
392.17KB
517.73KB
844.66KB

Application Authorization
Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months?
Yes No
Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization?
Yes No
This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:* The Mission of the Temecula Valley Rose Society (TVRS) is to foster the appreciation, study and culture of roses, including drought -resistant plants, vegetable gardening and the use of organic gardening material.

The goals of TVRS are to provide educational programs at the Temecula Public Library to members and at the Rose Haven Heritage Garden with guest speakers to provide valuable information to community gardeners, children and their families. This Rose Haven Garden project's main objective is to demonstrate conservation methods for water, erosion management and soil enrichment that can be used in any garden 'large or small.

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?

NAME OF PROGRAM/PROJECT
FUNDED BY THE CITY GRANT AMOUNT;'
OR SPONSORSHIP*
Peace & Friendship $5,000.00
Gardens
Gazebo Project $5,000.00
MONTH t YEAR FUNDING NAME OF CITY GRANT OR
RECEIVED* SPONSORSHIP
June, 2g23 Community Service
Funding Reinvestment
in Temecula Grant
Program, Temecula CA
June, 2023 Community Service
Funding Reinvestment
in Temecula Grant
Program, Temecula, CA

Project/Program Description

RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand
Project/Prograrn Title: Permaculture Pollinator Garden

9. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' Temecula Valley Rose Society's non-profit Rose Haven Heritage Garden (RHHG), located at 30592 Jedediah Smith Road, will begin the implementation of a two-year project, a Permaculture Pollinator Garden (PPG). This unique addition to Rose Haven Heritage Garden will install the infrastructure needed to grow dative plants to attract native pollinators throughout the city and its adjoining valley. These native plants and pollinators will provide a one of a kind outdoor "living laboratory" for the capture of data measuring the effectiveness and benefit of the permaculture pollinator garden throughout the entire garden. RHHG will provide education programs to families, children and conservation minded gardeners seeking the know how to start their own PPG or learn more about conservation methods that can be used in any garden.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.

ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY.

This grant will enable Rose Haven Heritage Garden to secure local services needed to develop the 1/3- acre plot that will become the Permaculture Pollinator Garden. The plot of land currently is used to store compost and mulch materials developed organically at RHHG for the PPG. Permaculture gardening is a unique water- conservation method used to capture and store hill land runoff, rain runoff, and air precipitation, i.e.: fog and mist, that can be used to water throughout the garden. The design for this garden has been completed by Diane Kennedy the designer and owner of Finch Frolic Permaculture Garden in FalIbrook, a known leader in Permaculture Pollinator gardening. This grant will be used to help defray the cost of services and equipment needed to grade, install walkways, water capture basins and preparation of the land for planting. Additional grants, fund raising events and contributions are being sought to continue the project.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.' TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

Rose Haven Heritage Garden and its newest project, the Permaculture Pollinator Garden will continue its Mission of educating families, pre, elementary and high school students, visually and mentally challenged youth and adults, and garden lovers throughout the city and its ever-growing garden visitors.

Special programs this fall will focus on native pollinators such as bees, bats, butterflies and other beneficial insects. Documentation will be provided on temeculavalleyrosesociety.org website as the project progresses so that the community can learn from the implementation philosophy and methods using unique water conservation, composting and fertilizing for the growth of native plants.

3b. ESTIMATED NUMBER OF PEOPLE FROM
TE:MECULA EXPECTED TO BENEFIT FROM
THIS PROJECTTROGRAM:
20,000
3c. ESTIMATED NUMBER OF VOLUNTEERS
INVOLVED IN THIS PROJECTiRROGRAM:
wZ�

4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS. - The Permaculture Pollinator Garden to be installed at RHHG will reduce erosion by the capture and use of natural precipitation. Cultivation of native plants will attract native pollinators essential to local agriculture. Educational programs will help residents and visitors understand the value and beauty Of Permaculture Pollinator Gardening.

Project/Program Budget

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment* EXPENSES*
Graders, earth movers, diggers, water containment vessels, irrigation $30,000.00 materials
Faci l itieslRentli ns ura nce *
Insurance $2,700.00
Supplies*
Rocks, Stones, Pathways, Plants & Mulch $20,000.00
Marketing*
Signage, social media $2,500.00
Services*
Labor $10,000.00
Food*
NA $0.00
Other*
Educational materials, lending library $1,500.00
Staffing Expense
$0.00

TOTAL REVENUE, TOTAL EXPENSES
526, 500.00 $66,700,00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization: *
Temecula Valley Rose Society
PresidentfAuthorized Officer:* E-mail:*
Rebecca INeersing President -
Name & Title
PresidentlAuthorized Officer Signature*
Requested Amount:
$5,000.00
Date Time
2023-09-07
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Susan B. Whitten, Grant and Fund Raising Chairperson TVRS Name, Title, & Organization
If you have any questions, please contact_:

Phone:*
Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or

STATE OF CALIFORNIA
'a FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 8/13/2021
ESL ID: 8146093690
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1570446
Entity Name; TEMECULA VALLEY ROSE SOCIETY

1. The entity is in good standing with the Franchise Tax Board. ❑

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC ) Section 23701 d,

4. We do not have current infonmation about the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

Important Information
This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body.

The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b),
Connect With Us
Web: ftb.ca.gov
Phone: 800.852.5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916.845.6500 from outside the United States
TTYITDD: 800.822.6268 for persons with hearing or speech impairments FTB 4263A WEB (REV 12-2019)

infernal Revenue Service
District
Director
?lWRICA.ti ROS£ SOCIETY
;E.'fE4`t1► VA1.i.l;Y 1tUSts SUG!rZY
P .el. Box :t�lil'tl� i
TLMF-.rLT:.A. t;A-2599-0367
Dear Ta-c-paler :

Department of ehe Treasury
3� l':_ I_os Ange!as Sheet. &4S 7043
Lacs Angeles. CA 9WI2
pelson to Contact:

L BAR KA6 &K
r:ephwIV Number
t'I3 ti'9ti-,'33b
Refer Reply to:

EO(02'3)911
Date-
FEBRUARY 24, 1998
ELK_ 13-0428167
Ti'_ ��` C2'^ ;s i t r as—L. se t; at-nuw rc ;uest zr-i r ?=_cetrpr status the zvbuae zia_ a
records 4nd care rhar this organization was
tO ze se- e!`ai i.-nome tax untie!: xnterral revenue
�..4
Coda met: _.-gin --nI (C'_ ( ()3 .. Orcur exemptio.-I nU',Phe.- 704' 4 s-kis bee. to :.ham JX.d icssubor-J--notes _ 11he
deter :Ei :at ion letter i3sueci �^ .iuNK 198-J COnt ;nL:� s t,, be xt:
effect.

T you need-iFurtiner ass-istance, piease C=.Lac v our
at" the above address or teiephane number-
Sinc-ere .y,
1 1?) wm�r
Disclosure Acaista-nt

FY 23/24 Community Service Funding (CSF) Grant
Application

THE SALVATION ARMY

41 Community Service Funding Application
(:7`
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
Conform
Applicant Organization Year Organization Website:

Name: Founded: murrieta.salvationarmy.org
The Salvation Army 1865
Mailing Address: * Number of Paid Staff:* Number of Volunteers:* 40270 Los Alamos Rd, Murrieta, CA 5 -)00
92562
Contact Name & Title:* Contact's Email:' Contact's Phone Number:` Jessyca Carr, Major - Carps [email protected]_,i Officer
Does the nonprofit have a current City of F Geographic Area(s) the Organization Serves:

Temecula Business License? Temecula, Murrieta, Menifee, Lake Elsinore, Yes 1,; Canyon Lake
Business License No.* Geographic Area(s) the Project/Program 054573 Serves:

City of Temecula
Copy of Business License* CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE Business License - Tennecula.pdf 48.29KB TEMECULA.
https://css,temeculaca.gov

Project/Program
Amount Requested:* Project/Program Title:
$S,000.00 2024 Child Spree
MAX: $5,000 PER ORG
Start Date:* End Date:* Physical Address of Project/Program* 2024-08-03 2024-08-03 40640 Winchester Rd, Temecula, CA 92591 Preferred Payment Method:
(If grant is awarded.)
Check Mailed Check Picked Up
Electronic File Transfer
Make Check Payable to:*
The Salvation Army

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING
Provide nonprofit status verification as follows:*
(one required, both preferred)
-State of California Entity Status Letter
IRS Deductibility Status
State of California Entity 1D: *
0078321
To find CA Entity Status Letter,
click the link below:
https://www.ftb.ca.gov/help/business/entity-
status-letter.asp?wT.mc_l d=a kB EStatus
IRS Employer Identification Number (EIN): *
941156347
To find IRS Deductibility Status,
click the link below:
https://a pps. irs.govla pp/eos/
Date of Incorporation:
10/19/1914
Attach State of California Entity Status Letter:*
CA FTI3 Entity Status Letter 01-27-2023.pdf
Attach IRS Deductibility Status:*
IRS Affirmation Letter 09-09-2022.pdI
Provide further verification as follows:'
(one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your charity found on the State Registry Search Tool (fink below) State Registry Search Tool: Attach State Registry Document/Info* 459.62KB

31.71 KB
https://rct.doj.ca.govNerification/web/Search.aspx ? The Salvation Army - Charity Registration and Status. pdf 261.58KB facility=Y

Mission Statement
Briefly describe the nonprofit organization's missionigoals and objectives:* Founded in 1865 in London, England, with a mission of meeting human needs without discrimination, The Salvation Army has expanded over the past 158 years both geographically and programmatically to address critical needs in 131 countries around the world. Nationwide, The Salvation Army serves over 25 million individuals annually. The Salvation Army's Western Territory (The Salvation Army, a California corporation) governs nine Divisions, each led by a Divisional Commander. The proposed project is located within the Southern California Division, which encompasses nine counties in Southern California and the Central Coast and maintains administrative offices at Divisional Headquarters in the city of Carson (Los Angeles County). The Division currently operates fifty-two (52) Corps Community Centers and Service Centers, with social services programs tailored to the needs of their respective communities.

Locally, programs are overseen by Corps Officers (ministers with social services training), with support provided by local advisory boards comprised of members of the community dedicated to supporting the mission of The Salvation Army. The Southern California Division operates a variety of programs for vulnerable, low-income populations, including unhoused individuals and families as well as those at risk of homelessness, Corps Community Centers offer services/programs that may include: food pantries; hot meals; childcare centers; after -school programs, summer day and overnight camps for children; homelessness prevention services (including rental and utility assistance); emergency disaster relief; seasonallholiday assistance; and services for miIitaryveterans and the elderly.

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPKS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
Ye' .,.:

NAME OF PROGRAM/PROJECT
FUNDED BY THE CITY GRANT AMOUNT*.*

OR SPONSORSHIP
2023 Child Spree $13,500.00
Homeless Prevention $20,000.00
MONTH + YEAR FUNDING
RECEIVED*
September 2023
September 2023

NAME OF CITY GRANT OR

SPONSORSHIP
CSG Community
Investment in
Temecula
CSG Community
Investment in
Temecula

Project/Program Description

RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand
ProjectlProgram Title: 2024 Child Spree

1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' The Child Spree project, administered annually by The Salvation Army Murrieta Corps, is a Back -to - School shopping spree for low-income children. The proposed 2024 Child Spree event will exclusively serve children residing in the city of Temecula. Children are selected by staff from the Temecula Valley Unified School District's Student Welfare & Success Department. On August 3rd, 2024, at 7:30 in the morning, selected families will be matched with a volunteer, who will accompany the child into JC Penney. Volunteers will use gift cards to purchase up to $125 worth of school clothes and shoes for each child. Afterward, the volunteer and child exit the store and into a "fair" to pick out a backpack and school supplies based on grade level (roughly $25 worth of supplies). Please note that the JC Penney gift cards will be purchased prior to June 30, 2024, though the assistance to the children will be provided on August 3 in preparation for the new school year.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED, AND WHY.

If awarded, The Salvation Army W11 purchase forty (40) $125 gift cards from JC Penney in Temecula to be used by low-income families for their children's new school clothes and shoes. All gift cards will be used the day of the Child Spree event in Temecula.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

Forty children who live in and attend Temecula Valley Unified schools will be selected to participate in this event. The gift cards purchased with this funding will be used only for these children only. 3b. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM:
3c. ESTIMATED NUMBER OF VOLUNTEERS
INVOLVED IN THIS PROJECT/PROGRAM:

4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.` City of Temecula grant funding will allow The Salvation Army to purchase forty $125 gift cards from JC Penney in Temecula to be used by volunteers for low-income Temecula students for new school clothes and shoes at the next back -to -school Child Spree event.

Project/Program Budget

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment* EXPENSES*
NIA $0.00
Facilities/Rentlinsurance*
NIA $0.00
Supplies*
Office Supplies $140.00
Marketing*
Banner and Brochures $300.00
Services*
Gift cards for clothes; backpacks and school supplies $30,000.00 Food*
NIA $0.00
Other*
Volunteer time, donated books, food, and school supplies $9,775.00 Staffing Expense
$2,020.00
TOTAL REVENUE: TOTAL EXPENSES
$40,215.00 40,215.00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization:*
The Salvation Army
PresidentiAuthorized Officer:*
J. Koebel, Captain; Divisional
Secretary for Business
Name & Title
Requested Amount:
$5,000.00
E-mail:*
j . koeb el @u sw. sa Ivati o na rmy. c
President/Authorized Officer Signature*
Date Time
2023-09-1 2
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Jessyca Carr, Major - Corps Officer, The Salvation Army Murrieta Corps Name, Title, & Organization
Phone:*
If you have any questions, please contact:

STATE OF CAUFORNIA

FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 1 /27/2023
ESL ID: 4167379115
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 0078321
Entity Name; THE SALVATION ARMY

1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d.

4. We do not have current information abort the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

HOME ABOUT MEDIA CAREERS REGULATIONS RESOUl .CE PROGf AW2 CONTE�CT Registrant Details
Entity type: Corlmrr> Cl-ss as registerti-d with the Secrel_a+'y & 5t- t: ur based on foundinq & reg{stration dricurnents.

Organization Name:

THE SALVATION ARMY IRS FEIN:
941156347
Entity Type:

Religious SOS/FTS Corporate/Organization Number:
0078321
Registry Status:

Exempt - Religious Renewal Due/Exp. Date:

R+CT Registration Number:

EX565010 Issue Date:
12/31/1990
Record Type:

Charity Registration Effective Date:
12/31 /1990
Date of Last Renewal:

DSA:

Mailing Address
Street:
30840 HAWTHORNEE BLVD.

Street Line 2:

City, State Zip:

RANCHO PALOS VERDES CA 90275
Filings & Correspondence
No Related Documents
Annul Renewal Data
No Annual Renewal Data
Related Registrations & Event Reports
The related records shi3Vvn belovi depend on the record type being vievved:
• Charity Registrations
relate. to Professional Fundraising Evenl:5 whleh relate to P[WesEIorial Funds aiser Registl4n- • Raffle Reoistrations relate to Raffle Reports.

Click on the RCT Registration No to navigate to the re4ated record.

Prereq Type:

Prerequisite Relationship: Charity
Registrant:

ARTHUR ALLEY ASSOCIATED
Registration No-
E0028210 Registration T. pe: Fundraising Event Registration Status:

Complete
Date Established:
9/16/2016 Association Date: 10/3/2016 Expiration Date:
3/31/2016
Prereq Type:

Prerequisite Relationship: Charity
Registrant:

AVERILL FUNDRAISING SOLUTIONS, LLC
Registration. No:

E0021256 Registration Type: Fundraising Event Registration Status:

Complete
Date Established:
7/28/2014 Association Date: 7/16/2014 Expiration Date:
1/18/2015
Prereq Type:

Prerequisite Relationship: Charity
Registrant:

AVERILL FUNDRAISING SOLUTIONS, LLC
Registration No:

E0022749 Registration Type: Fundraising Event Registration Status:

Complete
Date Established:
2/11/2015 Association slate: 1/19/2015 Expiration .Irate:
7/17/2015
Prereq Type:

Prerequisite Relationship: Charity
Registrant:

A'V'ERTLL FUNDRAISING SOLUTIONS. LLC
Registration No:

E 00 247b3 Registration Type: Fundraising Event Registration Status:

Complete
Date Established:
8/21/2015 Association Date: 7/18/2015 Expiration Date:
7/14/2017
Prereq Type:

Prerequisite Relationship: Charity
Registrant:

AVE, RILL FUNDRAISING SOLUTIONS, LLC
Registration No:

E0032387 Registration Type: Fundraising Event Registration Status:

Complete

Department of the Treasury
Internal Revenue Service
Tax Exempt and Government Entities
I� PO Box 2508
Cincinnati, OH 45201

THE SALVATION ARMY TERRITORIAL HEADQUARTERS
30840 HAWTHORNE SLVD
RCH PALOS VRD, CA 90275
Dear Sir or Madam:

Date:

September 9, 2022
Employer ID number.
94-1156347
Form 999 required:
990, No
Person to contact:

Name: Ms. Haynes
ID number: 1002980923
We're responding to your request dated May 20, 2022, about your tax-exempt status.

We issued you a determination letter in June 2011, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c)(3).

We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170(b)(1)(A)(i).

Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax-deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522.

In the heading, we indicated whether you must file an annual information return. If you're required to file a return, you must file one of the following by the 15th day of the 5th month after the end of your annual accounting period. • Form 990, Return of Organization Exempt From Income Tax • Form 990-EZ, Short Form Return of Organization Exempt From Income Tax • Form 990-N, Electronic Notice (e-Postcard) for Tax -Exempt Organizations Not Required to File Form 990 or Form 990EZ
• Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation According to IRC Section 60330), if you don't file a required annual information return or notice for 3 consecutive years, we'll revoke your tax-exempt status on the due date of the 3rd required return or notice.

You can get IRS forms or publications you need from our website at www.irs.gov/forms-pubs or by calling 800-TAX- FORM (800-829-3676).

If you have questions, call 877-829-5500 between 8 a.m. and 5 p.m., local time, Monday through Friday (Alaska and Hawaii follow Pacific time).

Thank you for your cooperation.

Sincerely,
¢" - Anar,�
Stephen A, Martin
Director, Exempt Organizations
Rulings and Agreements
Letter 4168 (Rev. 9-2020)
Catalog Number 66666E

FY 23/24 Community Service Funding (CSF) Grant
Application
41 THESSALONIKA

FAMILY SERVICES

Community Service Funding Application
a �
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
c0f1f1F ,
Applicant Organization Year Organization Website:

Name: Founded: www.cmoh.net
Thessalonika Family Services {
Mailing Address:* Number of Paid Staff:* Number of Volunteers:* 41760 Rider Way Temecula CA 92S90 10 -00
Contact Name & Title:* Contact's Email:* Contact's Phone Number:` Allison Willits, Executive Director [email protected] 9SI4441404 Does the nonprofit have a current City of
Temecula Business License?
Business License No.*
OS5174
Copy of Business License*
singie.pol 95.5K$
https://css.temeculaca.gov
Geographic Area(s) the Organization Serves:*
Southwest Riverside County
Geographic Area(s) the Project/Program
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
ss,000.00 Healthy Meals Program
MAX: $5,000 PER DRG
Start Date:* End Date:` Physical Address of Project/Program* 2023-10-01 2023-06-01 41760 Rider Way, Temecula CA 92590 Preferred Payment Method:
(If grant is awarded.)
Check Mailed Check Picked Up
Electronic File Transfer
Make Check Payable to:

Community Mission of Hope

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING
Provide nonprofit status verification as follows:*
(one required, both preferred)
State of California Entity Status Letter
IRS. Deductibility Status
IRS Employer Identification Number (EIN):*
95-3551068
To find IRS deductibility Status,
click the link below:
https://apps.irs.gov/app/eos/
Provide further verification as follows:'
Date of Incorporation:
09/01 f 1995
Attach IRS Deductibility Status:*
CMOH-RD IRS Determination Letter.pdf
(one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990*
You might find IRS Form 990 Ctv101-11-RD_Form 990_FY20-21.pdf on the link below: (990, 990-EZ, 990-PF, 990-T)
httpE //rct.do].ca.govNerif ication/Web/Search.aspx?
facilitpYY
237.93KB
160.17KB

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:* Our mission is to end hunger and homelessness in Southwest Riverside County for the benefit of current and future generations. We partner with our community to provide access to healthy food, housing programs and resources that equip and empower those we serve. Our core values --Dignity, Accountability, Community, Resilience and Hope --inform and direct every decision we make.

We run two housing programs for those at -risk of homelessness which can accommodate up to 72 individuals. Our Empowerment Village (EV) program, located on the Rancho Damacitas campus in Temecula, serves single mothers and their children, while our Hope Family Housing (HFH) program, with locations in Murrieta and Winchester, serves income qualified families. Both programs require participants to meet regularly with a client accountability advocate, attend weekly educational classes in financial literacy, parenting and wellness and save a portion of their income, EV started in 2019 when we closed our Rancho Damacitas group home after 35 years due to state a change in state funding. At that point we pivoted to working with single mothers and their children, helping to keep families in tact. We have been in partnership with the Riverside County Housing Authority since 2020 as the agency who administers the HFH program. Residents for both programs are chosen from those living in or experiencing homelessness in Riverside County. All candidates to the programs complete extensive application process which includes: background check, reference check, proof of income/need, proof of homelessness or at -risk for homelessness, drug screening and panel interviews with CMOH-RD staff.

Our food pantry serves those who are experiencing food insecurity in our service area and we provide one-time emergency food for anyone who falls outside our service area. We currently serve 300-400 families per month with weekly food distribution from our facility located in Temecula. This program started in 2009 as a parking lot ministry in response to the Great Recession and has grown to a 7,000 square foot brick and mortar food distribution center which gives out 800,000 pounds of food annually.

We partner with local grocers, restaurants and Feeding America to provide perishable and non- perishable food items, Including USDA commodities, as well as hygiene hits to those in need.

Resource Center- Located in the heart of Temecula we serve those needing housing, employment and financial resources. Our client advocates assist with housing navigation, section 8 applications (general, senior, veteran specific) family reunification, DMV vouchers, clothing and household item vouchers and general community resourcing. Riverside County Workforce Development works out of our office weekly to providing help with resumes, job search, job training programs and further education opportunities.

Our financial aid program serves those who need help with rent, security deposits, utilities and transportation linked to employment. Clients must complete a free financial literacy online program through Thrivent in order to qualify for financial aid.

UPON REQUEST, COPIES OF THE ORGAN IZATI ON'S CURRENT BUDGET.IFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. ❑O NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?

NAME OF PROGRAM/PROJECT

FUNDED BY THE CITY GRANT
OR SPONSORSHfP *
CMOH Food & Housing
programs
AMOUNT.`
MONTH + YEAR FUNDING
RECEIVED*
January 2023

NAME OF CITY GRANT OR

SPONSORSHIP
CSF Reinvestment in
Temecula

Project/Program Description

RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand
ProjectlPrograrn Title: Healthy Meals Program

1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Our Healthy Food Program distributes food to 200 families living in Temecula who are food insecure.

Half of our recipients are children and the elderly. Participants receive weekly food boxes at our pantry or we deliver to their homes. Free food, through our pantry, allows low income families and individuals to save an average of $200-400 a month on their grocery bill. Since we began keeping digital records in 2018 we have distributed over 4.5 million pounds of food saving our clients money and allowing them to use their funds on things like rent and medical. Over the next 12 months we hope to move to a much healthier food box which includes the top S most wanted items: milk, cheese, fresh produce, lean proteins and eggs. We will also provide holiday meals to our families so that no family goes without this holiday season. Often times when living paycheck to paycheck it is these very special occasions which can become overly stressful for families who cannot afford to purchase anything "extra.'" This goes for our seniors who live alone and can find these holidays too lonely to cook, we provide precooked meals for them to enjoy.

We expect that client satisfaction at our food pantry will go up after receiving these funds and being able to purchase more of the healthy food items requested by families, which also tend to be the most expensive. We will know we are successful when we can get the top 5 requested healthy food items (from a recent client survey) into each food box we distribute. We measure this outcome using a food bank manager software which is able to track the food we distribute. We will use our social media platform for raise awareness of food insecurity and the need to donations of healthy food items to food pantries which will lead to greater public understanding and result in action on the part of the public to get involved.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.*

ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY, While 80% of our food comes from donations, we supplement with non-perishable staples that need to be purchased like eggs, milk, cheese, butter, produce and proteins because they are rarely donated.

Funds will be used to purchase these food items along with the supplies needed for distribution such as bags and tape for boxed food.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENT'S MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

Temecula residents benefit from our program in several ways:

1. A weekly savings of approx. $200 on their grocery bill, over $10,000 annually allowing them to stay housed in Temecula.

2. Participants meet with an advocate who can connect them with needed resources beyond food such as workforce development, financial aid, healthcare and housing.

3b. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM:

Efl
3c. ESTIMATED NUMBER OF VOLUNTEERS
INVOLVED IN THIS PROJECT/PROGRAM:

4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Our Healthy Meals program provides free food to over 200 families living in Temecula, mostly children and senior citizens. The program allows low income families and individuals to save an average of $200- 400 a month on their grocery kill allowing them to use their funds on things like rent and medical bills.

Project/Program Budget

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00
Refer to Page 2
Amount contributed to the Project/Program by the Applicant Organization $171,000.00
Other grants or funding already awarded for Project/Program, if any Temecula Reinvestment Fund $50,000.00
In -Kind match amount or volunteer credit hours estimated amount $1,332,000.00
X6'11111110i7aORa010�14=01:19]:a a11ilU:140li1aCHiI IWAIAI Tools/Equipment* EXPENSES'
Vehicle rental/repairs/cooler & freezer repair & maintenance $29,700.00 Facilities/Rentllnsurance *
Insurance/facilities maintenance $35,000.00
Supplies*
warehouse and office supplies (paper, bags, boxes, etc) $10,000.00 Marketing*
advertisinglt-shirts/membership fees $5,000.00
Services*
copier leases/accounting & management services $29,300.00 Food*
in -bind and purchased food $1,347,000.00
Other*
staff leadership/certifications $3,000.00
Staffing Expense
$84,741.00

TOTAL REVENUE;

TOTAL EXPENSES
$1,558,000.00 $1,459,000,00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization: Requested Amount:

Thessalonika Family Services $5,000.00
PresidentlAuthorized Officer:* E-mail:* Phone:*
Allison Willits, Executive Director [email protected] 9514441404 Name & Title
PresidentlAuthorized Officer Signature* Date
2023-09-12
IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY:

Name, Title, & Organization
If you have any questions, please contact. Betsy.Lowrey@TemeculaCkgov (951) 693-3959 or [email protected] (951) 694-6413

�) k'aitmc m ,,I'the llraani
1 i��7 it+�e•rnnk Itr►•i l+++r Sr,i►Icr
P.D, Box 2508
Cittcitinati d11 454 a

TIAESSALONIKA FAMILY SERVICES
PO BOX 890326
RTEMECULA CA 92589-0326
k
i
054933
Employer ID number: 95-3551068
Forth 990 requiredl YES
Dear THESSALONrKA FAMILY SERVICES:

I1t rovIy r(frnr iis1 011.2.1�i.�i21
,! kill o Ito, i.'0111 L 111 16ric Q
95-35510611 0000af) 00
Input 0111 0752.153521 00026960
00DC 1 rE
We're responding to your request dated June 05, 2010, about your tax-exempt status.

We issued you a determination letter in September 1995, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c) (05).

We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170(b)(1)(A)(vi).

Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522.

In the heading of this letter, we indicated whether you trust file an annual information return. If you're required to file a return, you must file one of the following by the 15th day of the 5th month after the end of your annual accounting poriod:

Form 990, Return of Organization Exempt From Income Tax - Form 990E2► Short Form Return of Organization Exekpt From Incente Tax
- Form 990-14, Electronic Notfce (A -Postcard) for Tax -Exempt Organizations Not Requirod to File Form 990 at, Form 990-E7 Form 990-PF► Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation
According to IRC Suction 6053(i), if you don't file a reryuirod litnual information return or notice for 41 +consectitive years, we'll rovoke Your tax-exempt stratus oil the due dates of the 3rd ro(i►tirod return or notice.

You can get IRS forms or publications you nand from our ,websito at www.irs.gov/forms-pubs or by callin(1 000-TAX-FORM (HOO-•829-36'16).

If you have questions, call 077-029-SSGD between 8 a,m. (tnd 'S p,tn.,

0752153521
June 14, 2018 LTR 4168C 0
95-3551068 000000 00
Input Op: 0752153521 00026969

THESSALONIKA FAMILY SERVICES
PO BOX 890326
TEMECULA CA 92589--0326
local tithe, Monday through Friday (Alaska and Hawaii follow Pacific time).

Thank you for your cooperation.

Sincerely yours,
/'4� -141 li�-i-
Teri. M. Johnson
operations Manager, AM Ops. 3

FY 23/24 Community Service Funding (CSF) Grant
Application
42 TOURETTE ASSOCIATION

OF AMERICA

Community Service Funding Application
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
Confirm
Applicant Organization Year Organization
Name: Founded:

Tourette Association of America 1972
Mailing Address:* Number of Paid Staff:
42-40 Belk Blvd., Bayside, NY, 11361 30
Contact Name &Title: * Contact's Email:

Karon Williams, Vice President, [email protected]
Resource Development &
Affiliate Services
Does the nonprofit have a current City of
Temecula Business License?
Yes No
A current City of Temecula Business
License may be required to submit prior to
fund disbursement.
rnde rsand
Website:
www.tourette.org
Number of Volunteers:*
150
Contact's Phone Number:*
7182242999
Geographic Area(s) the Organization Serves:

Nationwide
Geographic Area(s) the Project/Program
Serves:

Temecula, CA

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
$5,000.00 TS Family Support Services
MAX: $5,000 PER ORC
Start Date:* End Date:* Physical Address of ProjectJProgram � 2024-01-01 024-41-01 Virtual
Preferred Payment Method:
(if grant is awarded.)
Check Mailed Check Picked Up
Dectronic File Transfer
Make Check Payable to:*
Tourette Association of America

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING
Provide nonprofit status verification as follows:*
(one required, both preferred)
State of California Entity Status Letter
IRS. Deductibility Status
IRS Employer Identification Number (EIN):*
23-7191992
To find IRS deductibility Status,
click the link below:
https://apps.irs.gov/app/eos/
Provide further verification as follows:'
Date of Incorporation:
01 /01 /1972
Attach IRS Deductibility Status:*
QR, Determination Letter - 501(c)3.pdf
(one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990*
You might find IRS Form 990 TAA 990 page I.pdf
on the link below: (990, 990-E2, 990-PF, 990-T)
httpE //rct.do].ca.govNerif ication/Web/Search.aspx?
facility=Y
333.43KB
373.76KS

Application Authorization
Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, ❑r interests in real property with a Temecula City Council Member during the past 12 months?
Yes No
Is a Temecula City Council Member a member of the Board of Directors or an Officer ❑f the organization?
Yes No
This Application has been authorized by the organizations: * Executive Committee Board of directors Members -at -Large

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:* The Tourette Association of America (TAA) is the only national organization that is dedicated to supporting the millions of people who experience Tourette Syndrome (TS), other Tic Disorders, and related mental health conditions by raising awareness, advancing research, and providing support to patients and families. The TAA's mission, firmly rooted in education and advocacy, is to break down societal barriers and diminish the stigma experienced by these individuals. The organization is also at the forefront of scientific discovery, testing novel ways to prevent, treat, and mitigate the challenges associated with these a- leurodevelopmental disorders. TAA provides a lifeline of resources, from support groups and professional training to referrals for essential care, and empowers those affected and their families to thrive in their everyday lives. Moreover, TAA ensures people with TS of all ages have the tools to succeed academically, professionally, and socially. As a policy advocate, TAA tirelessly fights for progressive social policies that prioritize and protect the interests of the TS community. The TARS resources are the only available support specifically for people with TS and Tic Disorders, so their impact has been substantial in improving the lives of this marginalized population. Lived experience informs the TARs wide range of programs because the best way tD advocate for the TS community is to include their input in decision -making. Led by a team of people personally affected by these conditions, the TAA elevates the voices of an underrepresented population to ensure they are receiving the most effective support possible.

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
Yes Nc:

Project/Program Description
RECEfPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPR OG RAM AS DESCRIBED HERE. Understand
ProjectlProgram rule: TS Family Support Services

1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* City of Temecula Grant Funding will support the TAAs Southern California TS Family Support Services initiative. Under this initiative, residents of Temecula will be provided a dedicated Support Group for these affected by TS, Tic Disorders, and related disabilities. 1 in 50 school aged children are affected by TS and Tic Disorders in America. According to KidsData.org, Temecula Valley Unified School District has an approximate of 49,174 children enrolled; applying the statistic shows that 988 children are likely directly affected by TS or another Tic Disorder. The families, friends, and social circles who support the affected child only grow the population impacted. This number serves as a call to action for the TAA to support families who live with TS or other Tic Disorders.

Through this funding, we will establish a monthly dedicated TS Family Support Group that serves Temecula residents exclusively.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY.

Funding from the City of Temecula will specifically go toward developing, facilitating, and promoting these group meetings within Temecula. To have the greatest impact, we will utilize a variety of marketing strategies to reach our targeted population; For example, we will create and distribute promotional materials such as flyers, social media posts, and email newsletters to inform people about our Support Groups and encourage families to attend. We will also establish connections with Temecula organizations and community groups to promote our trainings to further extend reach.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.*

TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING, The CDC estimates that one in fifty school -aged children, or approximately 5S0 in the City of Temecula, experiences Tourette Syndrome or a Tic Disorder. Furthermore, 50% of all people with these conditions are going completely undiagnosed, particularly in underserved communities that already lack access to healthcare. Tourette Syndrome is a challenging condition that affects the entire family. Our Tourette Syndrome Support Groups provide a safe space for parents and family members to share their experiences and find support. Led by trained parent mentors, the groups offer a supportive and understanding environment. By performing outreach and training members of the TS community in Temecula, we will connect people with peer support and resources available through our Southern California Chapter that they may not otherwise have known existed. 3b. ESTIMATED NUMBER OF PEOPLE FROM 3c. ESTIMATED NUMBER OF VOLUNTEERS TEMECULA EXPECTED TO BENEFIT FROM * INVOLVED IN THIS PROJECTIPROGRAM:

3b.. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM;
120
3c. ESTIMATED NUMBER OF VOLUNTEERS
INVOLVED IN THIS PROJECTIPROGRAM.

4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.' Grant funding will support outreach for the TAAs Family Support initiative to provide the underserved Tourette Syndrome and Tic Disorders population in Temecula with monthly peer support groups, serving a minimtirn of 120 duplicated individuals,

Project/Program Budget

LIST OF EXPENSES FOR PROJECT/PROGRAM
ToolslEquipment* EXPENSES*
Computer, phone services, software licensing $2,500.00
FacilitieslRentlinsurance*
NIA $0.00
Supplies*
Printing costs, office supplies $1,500.00
Marketing*
Outreach to Temecula residents $500.00
Services`
Background Checks $500.00
Food*
NIA $0.00
Other*
NIA $0.00
Staffing Expense
$0.00
TOTAL REVENUE: TAIL EXPENSES
s5; 00D. DD $ S, 000.00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization:* Requested Amount:

Tourette Association of America $5,000.00
PresidentlAuthorized Officer:* E-mail:* Phone:*
Amanda Talty [email protected] 7182242999
Dame & Title
PresidentlAuthorized Officer Signature* Date Time
[.:�o�r�rftd"frft f
2023-09-12
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Name, Title, & Organization
If you have any questions, please contact:

[email protected] (951) 593-3959 or

- H
009002
IRT Department of the Treisury
jInternal Revenue Service
P.O. Box 2508
Cincinnati OH 45201

TOURETTE ASSOCIATION OF AMERICA INC
42-40 BELL BOULEVARD
BAYSIDE NY 11361-2201
In reply refer to: 0752857589
Feb. 15, 2018 LTR 4167C 0
23-7191992 000000 00
00013687
BODC: TE
Employer identification number: 23-7191992
Group exemption number: 9116
Dear Taxpayer:

This is in response to your request dated Feb. 06, 2018, for information about your tax-exempt status.

Our records indicate we issued a determination letter to you in DECEMBER 1982, and you're currently exempt under Internal Revenue Code CIRC) Section 501Cc)(3).

We also recognized the subordinates on the List you submitted as exempt from federal income tax under IRC Section 501(c)(3).

For federal income tax purposes, donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106 and 2522.

Because IRG Section 170(c) describes your subordinate organizations, donors can deduct contributions they make to them.

Please refer to www.irs.gov/charities for information about filing requirements. Specifically, IRC Section 60330) provides that, if you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked on the filing due date of the third required return or notice.

In addition, each subordinate organization is subject to automatic revocation if it doesn't file a required return or notice for three consecutive years. Subordinate organizations can file required returns or notices individually or as part of a group return.

For tax forms, instructions, and publications, visit www.irs.gov or call 1-800-TAX-FORM (1-800--829-3676).

If you have questions, call 1-877-829-5500 between 8 a.m. and 5 p.m., local time, Monday through Friday (Alaska and Hawaii follow Pacific Time).

FY 23/24 Community Service Funding (CSF) Grant
Application
43 VETERANS

SUPPLEMENTAL SUPPORT

NETWORK

Aft
Community Service Funding Application
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
c©nftrrn
Applicant Organization
Name:

Veterans Supplemental
Support Network
Mailing Address:*
41 S93 Winchester Rd Ste 2OO
* Year Organization
Founded:

O'i 3
x Website:
www.vetsupportnet.org
Number of Paid Staff:* Number of Volunteers:
3,OOO
Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Daisy Tate, Board Director [email protected] 41 S-779-8776 Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License"? Riverside County
Yes ,;-
Business License No.*
OS46S2
Copy of Business License*
2023 License -Veterans Supplemental Suppoi 1
Network.pelf
https://css,temeculaca.gov
9535M
Geographic Area(s) the ProjectlProgram
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
$5,000.00 Stress Less Week Campaign
MAX: $S,000 PER ORG
Start Date:* End Date:* Physical Address of Project/Program * 2024-04-08 2024-04-08 41 S93 Winchester Rd Ste 200
Preferred Payment Method: Make Check Payable to:*
(if grant is awarded.) Veterans Supplemental Support Network Check Mailed Check Picked Up
Dectronic Fife Transfer

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Provide nonprofit status verification as follows:*
(one required, both preferred)
State of California Entity Status Letter
IRS Deductibility Status
State of California Entity ID: *
3557670
To find CA Entity Status Letter.
click the link below:
http s: //www.ft b.ca.govf h e l p/bu s i ness/e n t i ty- status-letter.asp?Wi.mc_id=a kBE5tatus
Provide further verification as follows:*
Date of Incorporation:
09/ 10/2013
Attach State of California Entity Status Letter:"
VSSN Entity Letter.pdf
(one required, both preferred)
Forst Page of most recent IRS Form 990
Detailed info about your charity found on the State Registry Search Tool !link below) State Registry search Tool: Attach State Registry Document/Info* 370.11 KB
https://rct.doj.ca.govNerification/web/Search.aspx ? VSSN State Registry ❑etails.pdf 5'4.71KH facility=Y

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:* To end and prevent suicide, hunger, and hardship in the military and veteran community.

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
NAME of PROGRAM/PROJECT
FUNDED BY THE CITY GRANT AMOUNT;* MONTH YEAR FUNDING
OR SPONSORSHIP * RECEIVED*
CEIVED
Stomp the Stigma $10,000.00 June 2023
N/A 50.00 0
NAME of CITY GRANT OR

SPONSORSHIP
Community Service
Funding Reinvestment
in Temecula Grant

Project/Program Description

RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand
ProjectlPrograrn Title: Stress Less Week Campaign

1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Veterans Supplemental Support Network (VSSN) is asking the City of Temecula to grant funding support for VSSN's Stress Less Week in April 2024_
Stress Less Week: is a campaign under VSSN's Stomp The Stigma initiative. Stress Less Week takes place during Stress Awareness Month in April, in which VSSN partners with local K-12 schools, colleges, universities, organizations, agencies, and businesses to create and promote projects on campus or in their workplace that help identify, reduce, and effectively manage both physical and mental stress for community members including military -service connected individuals.

An annual well -supported activity is "Chalk It"! "Chalk It "inspires students, professionals, and community members to engage in drawings and Writing in a rainbow of colors, messages of hope, love, acceptance, and understanding on adorning sidewalks and parking lots at area schools, nonprofit organizations, and businesses.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO DE PURCHASED AND WHY.

VSSN is requesting grant funding to cover the direct costs of the "Chalk It" activities during Stress Awareness Month in April. The bulk value of Stress Less Week's "Chalk It" activity comes from in -kind services and volunteers. Logistic volunteers contribute by monitoring appropriate messages and distributing surface -friendly art supplies, setting up educational areas, and they spend countless hours cleaning up messages 3-4 weeks after "Chalk It " has ended.

VSSN oversees approximately eighty-five Temecula resident volunteers who support art supplies distribution and clean up. The largest expense for this activity includes art supplies, equipment rentals, signage, chalk remover solutions, other cleaning supplies, and meals for volunteers. VSSN intends to utilize 100% of its funding to purchase needed art supplies, secure equipment rentals, and buy meals for Temecula volunteers from Temecula businesses.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

VSSN is requesting grant funding to cover the direct costs of the "Chalk It" activities during Stress Awareness Month in April. The bulk value of Stress Less Week's "Chalk It" activity comes from in -kind services and volunteers, Logistic volunteers contribute by monitoring appropriate messages and distributing surface -friendly art supplies, setting up educational areas, and they spend multiple hours cleaning up messages 3-4 weeks after "Chalk It " has ended.

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM:
13,000
3c. ESTIMATED NUMBER OF VOLUNTEERS
* INVOLVED IN THIS PROJECTIPROGRAM:
2,000

4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." VSSN requests funding to support volunteer meals, equipment, cleaning, and art supplies for its "Chalk It" project where businesses and community members write/chalk uplifting messages on the{r sidewalks/parking-lots. As a benefit, Temecula residents may learn how to better cope with stress, communicate with kindness, and improve their quality -of -life.

Project/Program Budget

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment* EXPENSES`
20 Tables, 10 Canopies and 20 Chairs $760.00
Facilities/Re ntll ns u ra nce *
Insurance $585.50
Supplies*
Art Supplies and Cleaning Supplies $2,955.00
Marketing*
Educational Signage and Digital Posting $3,000.00
Services*
Delivery and Mailing Fees $424.50
Food
Meal $1,275.00
Other* x
In -Kind Value Contribution (Volunteerism and Donations) $381,600.00 Staffing Expense
$0.00
TOTAL REVENUE: TOTAL EXPENSES
$39 0,600.00 $390, n00.0o

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization: * Requested Amount:

Veterans Supplemental Support Network $S,000.00
PresidentfAuthorized Officer:* E-mail:* Phone:

Daisy Tate Board Director [email protected] 415-779-8776 Name & Title
PresidentlAuthorized Officer Signature* date Time
11 67DIVvy Pine
2023-08-18
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Name, Title, & Organization
If you have any questions, please contact:

[email protected] (951) 593-3959 or

STATE OF CAUFORNIA

FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 8/18/2023
ESL iD: 7041462053
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 3557670
Entity Name; VETERANS SUPPLEMENTAL SUPPORT NETWORK

1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d.

4. We do not have current information abort the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

HOME ABOUT MEDIA CAREERS REGULATIONS RESOURCES PROGRAMS CONTAC I Registrant Details
Entity type., Corporate Class as registered with the Secretary of State or based on founding & registration documents. [Organization Name: VETERANS SUPPLEMENTAL SUPPORT NETWORK IRS FEIN: 462705469 Entity Type: Public Benefit SOS/FTB Corporate/Organization Number: 3557670 Registry Status: Current Renewal Due/Exp. Date: 5/15/2023 RCT Registration Number: CT0260255 issue Date: 9/21/2018 Record Type: Charity Registration Effective Date: 9/21/2018 Date of Last Renewal: 9/6/2022 DBA:

Mailing Address
Street: 41593 WINCHESTER RD STE 200
Street Line 2:

City, State Zip: TEMECULA CA 92590
Filings & correspondence
Miscellaneous Documents Returned Postcard 41593 WINCHESTER RD STE 200 CT 400 First Notice To Register MM
IRS Form 990 Series 2021
Form RRF-1 2021
Renewal Filing 2020
Renewal Filing 2019
Renewal Filing 2018
Founding Documents Click on Document Type at the left to open PDF CT-470 Confirmation of Registration Click on Document Type at the left to open PDF Annual Renewal Data
Status of Filing: Accepted
Accounting Period Begin Date: 1/1/2018
Accounting Period End Date: 12/31/2018
Filing Received Date: 2/7/2020
Form RRF-1 Reject/Incomplete Reason:

Form C'T TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing: Accepted
Accounting Period Begin Date: 1112019
Accounting Period End Date: 12/31/2019
Filing Received Date: 12/16/2021
Form RRF-1 Rejectflneomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason;
Notes From Registry Staff:

Status of Filing: Accepted

Period Begin Date:

Period End Date:

Received Date:
n RRF-1 RejectiIncomplete Reason:
n CT TR-1 Reject/Incomplete Reason:

Form 990 Reject/Incomplete Reason:
s From Registry Staff:
of Filing:
nting Period Begin Date:
nting Period End Date:

Received Date:
n RRF-1 Reject/Incomplete Reason:
n CT TR-1 RejectlIncomplete Reason:

Form 990 Reject/Incomplete Reason:
,s From Registry Staff:
1111,2020
12/31/2020
12f 16f2021
Accepted
1/1/2021
12/31/2021
7/26/2022
Resubmission/Correction Accepted
1) Signature missing 2) Explanation to Question No. 5 missing Related Registrations & Event Reports
The related records shown below depend on the record type being vieuved:

Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations.

Raffle Registrations relate to Raffle Reports.

Click on the RCT Registration No to navigate to the related record.

No Related Records

FY 23/24 Community Service Funding (CSF) Grant
Application
MA

VOICES FOR CHILDREN

Community Service Funding Application
(7`
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
confirrn
Applicant Organization
Name:

Voices for Children
Mailing Address:*
P.D. Box 7219, Riverside, CA 92505
Year Organization Website:

Founders: www.speakupnow.org
1980
Number of Paid Staff:* Number of Volunteers:*
78 1,234
Contact Name &Title: * Contact's Email:* Contact's Phone Number:* Jessica Munoz, President & CEO [email protected]
Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County and San Diego County Yes No
Business License No.*
055636
Copy of Business License*
Voices for Children Business License (screensh❑
t pending arrival of paper copy).pdf
https://css.temeculaca.gov
175.52KB
*
Geographic Area(s) the Project/Program
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:*
$2,500.00
MAX: $5,000 PER QRG
Start Date:*
2623-07-01
Project/Program Title:*
Court Appointed Special Advocate (CASA) Volunteer Drive in Temecula End Date:*
2024-06-30
Preferred Payment Method:
(If grant is awarded.)
Check Mailed Check Picked Up
Electronic File Transfer
Physical Address of Project/Program*
11870 Pierce St., Ste. 260, Riverside, CA 92505
Make Check Payable to:

Voices for Children

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Provide nonprofit status verification as follows:*
(one required, bath preferred)
State of California Entity Status Letter
IRS Deductibility Status
State of California Entity ID:*
1155526
To find CA Entity Status Letter,
click the link below:
h ttps:// www.ftb.ca.gov/help/business/entity-
status-letter.asp?1NT.mc_id=akBEStatus
IRS Employer Identification Number (ElN):
95-3786047
To find IRS Deductibility Status,
click the link below:
https:"apps.irs.gov/app/eos/
Date of Incorporation:
12/01 f 1982
Attach State of California Entity Status Letter:*
Voices for Children FTB Entity Status Letter.pdf
Attach IRS Deductibility Status:*
Voices for Children IRS Deductibility Status.pdf
Provide further verification as follows:*
(one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your charity found on the State Registry .Search Tool (link below) You might find IRS Form 990
on the link below:
http s:Jf rct. d of .ca.govNa ri fi cat i o n Iwe b/Sea rc h. a s px? facility4Y
Attach First Page of Most Recent Form 990*
VOICES FOR CHILDREN IRS 990 - 6,30.22 - (first page),pdf (990, 990-EZ, 990-PF, 990-T)
State Regis" Search TooL Attach State Registry Documentllnfo' https:IfrcL.duj.ca.gt+v/VertfcaLionfwebiSearch,-3sPX7 Voices Tar0ddrein State Iegistry Search DetaiI5.pdr facifity=Y
d5 -66KB
444.03 KB

57.5KB
20&63KB

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:* The mission of Voices for Children (VFC) is to transform the lives of abused, abandoned, or neglected children by providing them with trained, volunteer Court Appointed Special Advocates (CASAs). This year, approximately 5,000 vulnerable children will spend time in Riverside County foster care. After experiencing physical abuse or neglect, children are removed from their horse and families and feel isolated, scared, and apprehensive about the future. The constraints of the foster care system are not ideal to meet the complex needs of children. For example, Juvenile Courtjudges make critical decisions for hundreds of children in foster care each year —many more children than they can know individually.

VFC Klatches children in need with CASA volunteers who will advocate on their behalf in court, school, and the cammunity. In fiscal year (FY) 2023-24, VFC will provide more than 10 Temecula children and 540 children overall in Riverside County foster care with the consistent and caring attention of a CASA who will advocate on their behalf to ensure that their needs are met and their concerns and aspirations are heard before the Court. VFC has proudly served as the CASA program for Riverside County since 2015 and has served a growing number of children each year since our inception. In January 2023, VFC entered an agreement with the Pechanga (Sand of Indians under which we will now provide CASAs to children under thejurisdiction of the Pechanga Tribal Court.

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEUEU TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
NAME OF PROGRAM/PROJECT MONTH + YEAR FUNDING NAME of CITY GRANT OR FUNDED BY THE CITY GRANT AMOUNT;' RECEIVED* SPONSORSHIP

OR SPONSORSHIP
Court Appointed $7,236.00 July 2023 Community
Special Advocate Development Block
(CASA) Program Grant (CDBG)
Court Appointed $7,226.00 July 2622 Community
Special Advocate Development Block
(CASA) Program Grant (CDBG)

Project/Program Description

RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand
ProjectfPrograrn Tittle: Court Appointed Special Advocate (CASA) Volunteer Drive in Temecula

9. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT." VFC respectfully requests $2,500 to support a CASA volunteer recruitment drive in Temecula. Volunteers are the heart and soul of our program. Each year, we recruit and train 100 new community members to be matched with children in foster care. Our capacity to serve more children in need depends on our ability to recruit new community members to volunteer to undergo training and serve as CASAs to children in foster care. This has been a difficult task since the onset, of the COVID-1 9 pandemic, as volunteerism is still down 24 percent from pre -pandemic levels. Therefore, VFC is stepping up recruitment efforts as our funding allows. We believe Temecula is a good source for potential volunteers because Temecula is family -oriented and many community -minded residents of Temecula have already completed CASA training and been matched with children in foster care. We aspire to recruit volunteers by exhibiting at multiple public events in Temecula to raise awareness of the CASA program and the need for additional volunteers.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. - ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY.

This funding will enable VFC to pay for fees associated with exhibiting at several popular events in Temecula and other related event expenses. The events include some that we have attended in the past, such as the Temecula Valley Balloon & Wine Festival and the F.I.T. Fun Color Run, and several new ones for us, including the Temecula Valley Chamber of Commerce's Women in Business event, the Temecula Greek Festival, various Vail Headquarters events, the UCS Charity Golf Tournament for Special Olympics Southern California, Reality Rally, and a Taste of Tahiti. VFC hopes that by attending these exciting, local events, that we may have the opportunity to meet potential CASA volunteers and tell them more about this rewarding volunteer opportunity.

This funding will also cover various advertising costs to support our program and our participation In these events. These related advertising expenses will include both event -exclusive opportunities, such as advertising on event websites and programs and logo placement on event promotional materials, and general advertising in local media (digital, print, and possibly radio) serving the Temecula market. This advertising would build awareness of VFC and our CASA ,program and drive traffic to our booths so that we can directly engage with citizens
EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

An investment in the CASA volunteer drive will benefit Temecula in many ways. First, our program produces tangible benefits for our selfless volunteers. CASAs gain personal growth, empathy, and a profound sense of satisfaction For making a tangible difference in the lives of vulnerable children. By focusing on Temecula, we hope to double the number of CASAs from Temecula. Last year, 32 Temecula

residents served as CASAs. The CASA program also directly benefits Temecula children in foster care.

Approximately 40 percent of the children we serve are in the southwest portion of Riverside County. By ensuring access to beneficial educational, physical and mental health, family, and dousing services, CASAs help their assigned children to heal from trauma, overcome obstacles, and pursue brighter futures. VFC will provide advocacy to at least 10 Temecula children in foster care this year. The more CASAs we recruit, the more children from Temecula can benefit from having their own CASA. By setting children up for success in life, CASAs benefit the community at large. For example, children with CASAs perform better at school than those without CASAs. Greater academic attainment clearly correlates with better employment opportunities and reduced risk of hornelessness and incarceration, both of which are extremely costly to society. Moreover, children with CASAs are more likely than those without to find permanent homes sooner, whether reunification with their birth parents, adoption, or guardianship —all of which are less costly to society than foster care. Finally, by participating in events in Temecula, VFC will continue to the strength of the events, positioning them for future growth. This, in turns, supports businesses in Temecula as people f rom surrounding areas travel to attend events and bolsters Temecula's reputation as a desirable place to live and visit. 3b. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM:
4_
3c. ESTIMATED NUMBER OF VOLUNTEERS
INVOLVED IN THIS PROJECTIPROGRAM:

4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* VFC respectfully requests $2,500 to support a CASA volunteer recruitment drive in Temecula. Funding will enable VFC to exhibit at multiple events in Temecula, thereby increasing awareness of the critical need for more CASAs. This project will help Temecula children in foster care and provide residents with meaningful volunteer opportunities.

Project/Program Budget

LIST REVENUES/INCOME FOR PROJECT/PROGRAM
Amount requested from this City of Temecula Community Services Grant REVENUES* $2,500.00
Refer to Page 2
Amount contributed to the ProjectlProgram by the Applicant Organization $3,SVO.00
Other grants or funding already awarded for Project/Program, if any $0.00
In -Kind match amount or volunteer credit hours estimated amount $0.00

LIST OF EXPENSES FOR PROJECT/PROGRAM
ToolslEquipment*
nla
Faci I ities/Re ntli ns u ra nce *
nla
Supplies*
nla
Marketing*
Exhibition fees for Temecula events, advertising
Services*
nla
Food*
nla
Other*
nla
Staffing Expense
TOTAL REVENUE:

S6,0MOO

TOTAL EXPENSES
�y
EXPENSES*
$0.00
*
$0.00
*
$0.00
*
$6,000.00
*
$0.00
$0.00
$0.00
*
$2,200.00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization:* Requested Amount:

Voices for Children $2,500.00
President/Authorized Officer:* E-mail:* Phone:*
Jessica Munoz [email protected]
Name & Title
PresidentlAuthorized Officer Signature* Date Time
o7ev,;,(-a Wt,,aez
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Christina Piranio, director of Philanthropy, Voices for Children Name, Title, & organization
If you have any questions, please contact_:

Betsy.Lowrey@Temecu[aCA.gov (951) 693-3959 or

STATE OF CAUFORNIA

FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
Date: 8/22/2023
ESL ID: 2871200812
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1155526
Entity Name: VOICES FOR CHILDREN

1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d.

Q4.

We do not have current information abort the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

8122123, 4:37 PM
Details
HO NIE ABOUT MEDIA C'AREER'S F'EGuLAII'3r-i-.- RESOURCES PF.'0GtiAKS L1 r4I';-_ Registrant 'Details
Entity type- Corporate Class -e recJstered with the Sr— ratary of State or based on founding & registration documeri,-;.

Organization Name:

Entity Type:

VOICES FOR CHILDREN IRS FEIN:

Public Benefit SOSIFTB Corporate/Organization Number:
953786047
1155526
Registry Status:

RCT Registration Number:

Record TAW:

Date of Last Renewal:

Current Renewal Due/Exp. Date:
049662 Issue Date:

Charity Registration Effective Date:
6123'2023 DBA:
11/15/2023
&30: 2006
6 30; 2006
p �+
Mailing Address
Street:

Street Line 2:

City, State Zip:
2851 MEADOW LARK DRIVE
SAN\T DIEGO CA 92123
Filings & Correspondence
Missing Reports Letter
Missing Reports Letter
Incomplete Form Notice 2014 Incomplete Forth Notice 2014 Founding Documents
Founding Documents
Renewal Filing
2022
Renewal Filing
2021
CT-550 Fo17r1 RRF-1 Incomplete 2020
Renewal Filing
2020
Renewal Filing
2019
CT-550 Foi7n RRF-1 Incomplete 2018
Renewal Filing
2018
Form RRF-1
2018
Form RRF-1
2017
IRS Farm 990 Series
2017
Form RRF-1
2017
2016 IRS Forin 990 Series 2016 IRS Form 990 Series
2016 Form RRF-1
2016 Form RRF-1
2015 RRF-1
2015 RRF-1
2015 IRS Form 990
2015 IRS Form 990
RRF-1 2014
2014 RRF-1
RRF-1 2014
2014 RRF-1
IRS Form 990 2014
2014 IRS Form 990
RRF-1 2013
2013 RRF-1
IRS Form 990 2013
2013 IRS Form 990
RRF-1 2012
2012 RRF-1
https:llrct_doi-ca.govNerifioationNVeblDetails.aspx7result=61314965-4354-497b-9af2-03453t7dbbf0 115

8122123, 437 PM
Details
IRS Form 990 2012
2012 IRS Form 990
RRF-1 2011
2011 RRF-1
IRS Fonn 990 2011
2011 IRS Form 990
RRF-1 2010
2010 RRF-1
IRS Fonn 990 2010
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200E RRF-1
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2003 RRF-1
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2002 RRF-1
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2001 RRF-1
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RRF-1 2000
2000 RRF-1.

IRS Form 990 2000
2000 IRS Form 990
Annual
Renewal Data
Status of Filing:

Accepted
Accounting Period Begin Date:
7/112009
Accounting Period End Date:
6/30/2010
Filing Received Date:
519/2011
Form RRF-1 Rejectllucomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
7/1i2010
Accounting Period End Date:
6/30/2011
Filing Received Date:
518I2012
Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 RejectiIncomplete Reason:
;dotes From Registry Staff:

Status of Filing:

Accepted
Accounting Period Begin Date:
7/1/2011
Accounting Period End Date:
6130i2012
Filing Received Date:
5i13 2013
Form RRF-1 RejectfIncomplete Reason:

Form CT-TR-1 Reject/Incomplete Reason:

IRS Form 990 RejectiIncomplete Reason:
https:llrct_doj.ca.gav(VerificationMeblDetails.aspx7result=61314965-4354-497b-9ai2-03453fTdbbfO 215

8122123. 4:32 PM
Tax Exempt Organization Search Details I Internal Revenue Service Voices for Children
EIN: 95-3786047 1 San Diego, California, United States
Publication 78 Data
Organizations eligible to receive tax-deductible charitable contributions.

Users may rely on this list in determining deductibility of their contributions.

On Publication 78 Data List. Yes
Deductibility Code: PC (D
Copies of Returns (990, 990-EZ, 990-PF,
990-T)
Electronic copies (images) of Forms 990, 990-EZ, 990-PF or 990-T returns filed with the IRS by charities and non -profits.
u Tax Year 2021 Form 990
v Tax Year 2019 Form 990
N/ Tax Year 2018 Form 990
v Tax Year 2017 Form 990
\/ Tax Year 2016 Form 990
nttps://apps.irs.gov/appieosidetaiis/ 1 +2

ion X I � Online Renewal & E-Verify I Ten X 3 Public Wormation 1SelfService*/sea rch?m=1 &fm=10&ps=10&pn=1 &em =truest=055636 X +
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License Number 055636 Company Name Voices for Children
Applied Date 07/27/2023 License Type Commercial Location Inside the City Period Start Date Expiration Date 01/01/2999
License Status Applied
Address 1 RIDGEGATE DR PM 23968:5 Unit- 120 TEMECULA CA 92590 Company Type Non -Profit Corp Industry Classification Individual and Family Social Services Business Status Active Main Parcel 940310040
DBA Opened Date 07/27/2023
Closed Date Last Audit Date
Results per page' 10 -1 1-1 of 1 -- 1W

FY 23/24 Community Service Funding (CSF) Grant
Application
45 WAVES PROJECT

Community Service Funding Application
—/;, 00-A��
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
confirm
Applicant Organization Year Organization Website:

Name: Founded: wavesproject.org
WAVES Project 2013
Mailing Address:* Number of Paid Staff: Number of Volunteers:* 42225 Remington Ave #A18 4 35
Contact Name & Title: * Contact's Email:* Contact's Phone Number:* Barbara Rubin, Treasurer [email protected]
Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Southern California, Houston, TX, South Florida Yes No
Business License No.*
#655657
Copy of Business License*
Business License explanation.pcif
https://css.temeculaca.gov

35.72KB
*
Geographic Area(s) the Project/Program
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
$5,000.00 SCUBA Therapy for injured Veterans
MAX: $5,000 PER QRG
Start Date:* End Date:* Physical Address of Project/Program * 2023-07-01 2024-00-30 42225 Remington Ave ##A-1 S, Temecula Preferred Payment Method:
(if grant is awarded.)
Check Mailed Check Picked Up
Dectronnc File Transfer
Make Check Payable to: *
WAVES Project, Inc

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Provide nonprofit status verification as follows:*
(one required, both preferred)
State of California Entity Status Letter
IRS Deductibility Status
IRS Employer Identification Number (EIN):*
46-3805961
To find IRS deductibility Status,
click the link below:
https://apps . irs.govla ppleos/
Provide further verification as follows:'
Date of Incorporation:
09/25/2013
Attach IRS Deductibility Status:*
Fi na I Letter_46-3805461 _VVAV ES PROJ ECTI N C_03142014(1).tif (one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990*
You might find IRS Form 990 2022 Tax Return (WAVES PROJECT} Page t.pdf on the link below: (990, 990-EZ, 990-PF, 990-T)
httpi //rct.dof .ca.govNerif ication/Web/Search.aspx?
facility=Y

50.15KB

12.';4KB

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives: * Our Mission is to help veterans with service connected injuries Recover - through adventure, Discover - our underwater world, Rebuild - Families and relationships. We do that by making use of the therapeutic properties of water and the SCUBA diving experience. We work with all types of injuries from Amputations and Paralysis to Post Traumatic Stress, Vision Loss, Anxiety disorder and Nerve Pain. Providing meaningful projects where wounded veterans feel they are performing an important service to our country while receiving the therapeutic benefits gives them renewed sense of purpose and camaraderie.

UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
yC

NAME OF PROGRAM/PROJECT

FUNDED BY THE CITY GRANT
OR SPONSORSHIP *
SCUBA Training for
Wounded Veterans
NIA
AMOUNT;*
$5,000.00
$0.00
MONTH + YEAR FUNDING
RECEIVED*
1 / 10/2022
0 NAME OF CITY GRANT OR

SPONSORSHIP
Community Service
Funding
0 Project/Program Description
RECEfPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPR OG RAM AS DESCRIBED HERE. Understand
Project/Progratn Tale: SCUBA Therapy for Injured 'Veterans

1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* Providing SCUBA Diving and training to veterans and those with service connected injuries and their dive buddies offers a unique therapeutic experience. Aquatic therapy is widely accepted as beneficial to relieve nerve pain from physical injuries; over the last 10 years working with approximately 1200 participants we have seen improvement in PTSD and Anxiety symptoms. The program provides a positive outlet for those seeking an active lifestyle they can have in spite of their injuries. Camaraderie is a big part of the program as veterans develop relationships with their fellow divers and begin to share experiences, thoughts and challenges. Volunteering in the program is encouraged to help take the focus off self and on helping others. Friends and Families are encouraged to participate to support the veteran as they move toward overcoming symptoms of their injuries.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.

ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY.

Training materials and boat fees are the largest expenses. Equipment maintenance including annual servicing of SCUBA equipment and replacing damaged or worn out equipment. SCUBA Instructor and Certified Assistant fees insure that each participant is properly trained and supervised while diving.

CPRIAEDI02 administration training for those who wish to take part in advanced training. Auto fuel for transporting equipment to dive sites and lodging for overnight stays. There are 29 residents of Temecula who have either taken part in a program or have applied waiting for funding. Services will be offered to these veterans and their buddies first, then outreach to ether residents who may not be aware of this program.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

Any resident of Temecula who is a veteran may apply, preference is given to veterans with service connected injuries for the therapeutic value. Temecula is known to be a community that loves and supports veterans, providing this service gives a personal, "hands-on" experience to those who know it was provided by the city where they chose to make their home. We have seen positive changes in the participants with regard to improved family life and productive employment. In several studies conducted by the Occupational Therapy departments of Stanbridge University in Irvine and Loma Linda University in Redlands the results were that the WAVES SCUBA program helped improve veterans enjoyment of life. Notjust the veteran but their family, closest friends and the community as a whole benefit.

3b. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM

THIS PROJECTIPROGRAW
3c_ ESTIMATED NUMBER OF VOLUNTEERS
INVOLVED IN THIS PROJECTPROORAM:

4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." Providing a therapeutic outlet for veterans that doesn't feel like "therapy" is beneficial to help restore confidence and sense of community, WAVES SCUBA program has been shown to improve and increase enjoyment of life in Occupational Therapy studies. Veterans find a positive way to connect with others with similar experiences.

Project/Program Budget

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment* EXPENSES*
Wetsuits, parts for equipment servicing $920.00
Facilities/Rentlinsurance *
3% of Occupancy allocated to the program for Temecula residents. $1,895.00 Supplies*
Training materials, copies, $168.00
Marketing*
T-shirts for new participants $48.00
Services*
Certified instructors and assistants $425.00
Food*
Battled water, Fruit, hydration products at pool sessions $50.00 Other*
Dive boat fees, air fills, fuel far traveling to dive sights, rental equipment $3,360.00 Staffing Expense
$500.00
TOTAL REVENUE; TOTAL EXPENSES
$7,620,00 $6, 866.00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization:* Requested Amount:

WAVES Project $5,000.00
PresidentlAuthorized Officer:* E-mail:* Phone:*
Barbara Rubin/Treasurer [email protected] -
Name & Title
PresidentlAuthorized Officer Signature* date Time
2023-09-07
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Name, Title, & Organization
If you have any questions, please contact:

[email protected] (951) 593-3959 or

Search in document
Temecula ... 2023 WAVES Project
1 /1
Fit windc
IRS Determination Letter
View plain text
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fiiraecor. Lts...yx sigra: asta9�r

INTERNAL REVENUE SERVICE
P. 0. BOX 2508
CINCINNATI, OH 45201
Date: J U L 212014

WAVES PROJECT INC
TEMECULA, CA 92590
Dear Applicant:

DEPARTMENT OF THE TREASURY
Employer Identification Number:
46-3805961
DLN:
17053076323004
Contact Person:

CUSTOMER SERVICE ID# 31954
Contact Telephone Number:
(877) 829-5500
Accounting Period Ending:

September 30
Effective Date of Exemption:

September 25,2013
Addendum Applies:

Yes
We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records.

Based on the information you submitted with your application, we have determined you are likely to qualify as a private operating foundation described in section 4942(j)(3) of the Code. Accordingly, you are treated as a private operating foundation for your first year. After that, you will be treated as a private operating foundation as long as you continue to meet the requirements of section 4942(j)(3). You are required to file Form 990-PP annually.

For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities . Enter "4221-PF° in the search bar to view Publication 4221-PF, Compliance Guide for 501(c)(3) Private Foundations, which describes your recordkeeping, reporting, and disclosure requirements.

Sincerely,
Z �am*44*j 10/0 ?.e14
Director, Exempt Organizations
Letter 1075

FY 23/24 Community Service Funding (CSF) Grant
Application

WESTERN EAGLE FOUNDATION INC

Community Service Funding Application
a �
Organization
https://temeculaca.gov/grants

CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
c0„f1FM
Applicant Organization Year Organization Website:

Name: Founded: westerneaglefoundation.org
Western Eagle Foundation Inc 1993
Mailing Address: *
40940 COUNTY CENTER DR
Number of Paid Staff: * Number of Volunteers:*
6 8�
Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Todd Sieja [email protected] 9S1-69S-7206
Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula
Yes I
Business License No.*
013206
Copy of Business License*
WEF BUSINESS LICENSE 2023.pdf
https://css.temeculaca.gov

25.99KB
Geographic Area(s) the Project/Program
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
$5,000.00 Food Boxes for Temecula Residents
MAX: $5,000 PER ORC
Start Dater End Date:" Physical Address of Project/Program* 2023-07-01 2024-06-30 40940 COUNTY CENTER DR
Preferred Payment Method:
(if grant is awarded.)
Check Mailed Check Picked Up
Electronic File Transfer
Make Check Payable to:*
Western Eagle Foundation

Nonprofit Staters
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING
Provide nonprofit status verification as follows:*
(one required, both preferred)
State of California Entity Status Letter
IRS Deductibility Status
State of California Entity ID: *
:::e
To find CA Entity Status Letter.
click the link below:
https://www.ftb.ca.govfhelp/business/entity-
status-letter.asp?WT.mc_id=a kBE5tatus
Provide further verification as follows:*
Date of Incorporation:
06/08/1993
Attach State of California Entity Status Letter:"
WEF-ENTITY STATUS LTR-8-23-2023.pdf
(one required, both preferred)
Forst Page of most recent IRS Form 990
Detailed info about your charity found on the State Registry Search Tool !link below! State Registry Search Tool: Attach State Registry Documentllnfo* 370.1 KS
https://rct.doj.ca.govNerification/web/Search.aspx ? WEF-REGISTRY STATUS AS OF 8-23-2023. p df 4.07MS facility=Y

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:" Mission: to be a caring community partner and relieve food insecurity Goals: to increase grant funding to be used to purchase Food staples to distribute through Western Eagle community food bank, available daily food boxes, emergency food distribution days, senior discount days, and the food and home goods discount store.

Objectives:
keep Western Eagle store open 7 days a week and offer food boxes to general public daily to care for well-being of residents.
>increase by 20% emergency food distribution bags of staples for low-income families in Temecula decrease food insecurity in Temecula through awareness and outreach of programs and store hours.

UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA-S AUDIT. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
yes ;.::

NAME OF PROGRAM/PROJECT

FUNDED BY THE CITY GRANT
OR SPONSORSHIP *
Food boxes for
Temecula residents
0 AMOUNT.*
$50,000.00
$0.00
MONTH + YEAR FUNDING
RECEIVED*
03/2023
0 NAME OF CITY GRANT OR

SPONSORSHIP
Reinvestment Grant
0 Project/Program Description

RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand
ProjecVProgram Title; Food Boxes for Temecula Residents

1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Grant funding will support the program "'Customized Food Boxes", Western Eagle directly purchases boxes of staples (canned and dry goods) from national food suppliers and offers choices of a daily selection of fresh fruits, vegetables, proteins and breads that are in stock, to create a food box to supplement families Ideal plans, care for their well-being and reduce their food budgets. On average 350 familleslindividualslseniors living in Temecula take advantage of this program a month,

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY.

A grant award of $S,000 Will purchase staples of canned goods and dry goods from a national supplier to be combined with donated choices of fresh fruits, vegetables and breads. The customized food box options are posted daily on social media and available 7 days a week, so no one has to leave hungry.

Receipts are kept and attached to reports.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.- TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

Western Eagle has each recipient of the "customized food box" sign the daily log and note email address, family size, city and zipcode. Western Eagle has approximately 350 Temecula residents a month pick up a "customized food box" from three different zip codes. A report is generated monthly showing number of residents participating by zip code and family size. The food box provides nutritious staples, fruits and vegetables and helps residents with their weekly food budget and improve their well-being. 3b. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM:
4, 20
3c. ESTIMATED NUMBER OF VOLUNTEERS
INVOLVED IN THIS PROJECTIPROGRAM:

4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* A $5,000 grant award supports Western Eagle purchasing 102 cases (each) of canned vegetables, fruits, and other long-term staples from national food suppliers. The staples support the well-being and help reduce food insecurity of 350 Temecula residents a month. Thank you.

Project/Program Budget

LIST OF EXPENSES FOR PROJECT/PROGRAM
ToolslEquipment* EXPENSES*
Tools $0.00
Facilities/Re ntli! ns u ra nce *
Rent $0.00
Supplies*
Supplies
$0.00
Marketing*
Marketing
$0.00
Services*
Services
$0.00
Food*
Canned and dry food from national food suppliers $155,000.00 Other*
Volunteers $50,000.00
Staffing Expense
$0.00
TOTAL REVENUE: TOTAL EXPENSES
$205„000.00 $205,000.00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization: *
Western Eagle Foundation
PresidentfAuthorized Officer:* E-mail:*
Todd Sieja, CEO -
Name & Title
PresidentfAuthorized Officer Signature*
Requested Amount:
$5,000.00
Date Time
2023-08-28
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:

Dame, Title, & Organization
If you have any questions, please contact:

Phone:*
[email protected] (951) 593-3959 or

STATE OF CAUFORNIA

FRANCHISE TAX BOARD
PO BOX 942857
SACRAMENTO CA 94257-0540
Entity Status Letter
❑ ate: 8/21 /2023
ESL ID: 5366559558
Why You Received This Letter
According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1858280
Entity game; WESTERN EAGLE FOUNDATION

1. The entity is in good standing with the Franchise Tax Board.

2. The entity is not in good standing with the Franchise Tax Board.

3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d.

4. We do not have current information about the entity.

5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process.

?C v1M ABOUT hjIEDIA CAREERS REGULATIONS RESOURCES PROC-PA%PS CO TACT t,, r a . l
Entity type - Corporate Class as reG!s�e;red with the Sec:retar■, of State or used on founding & registratioi'} docunnerts.

Organization Name: WESTERN EAGLE FOUNDATION IRS FEIN: 330498D64 Entity Type: SOSIFTB CorporatelQrganixationRumber: 1858280 Registry Status: Current Renewal Due/Exp. Date: 2/15/2024 RCT Registration Number: CT0157329 Issue Date: 12/31/2009 Record Eppe; Charity Registration Effective Date: 12/31/2009 Date of Last Renewal: 4/7/2023 DBA:
..

Street:
40940 COUNTY CENTER DRIVE
Street Line 2:

City, State Zip:

TEMECULA CA 92591
5 �;�-: -toss s;SeQ
w
on LoticQ to r gists
Second Notice to register
RRF-I Fee Request
RRF-1 Fee Request —
C rre.pondence from Registry_
Missing Reports Letter
OltTf g 1Js]Cunlents
Founding Documents
Founding Do,uments
Founding Documents
First_Natice to Regime
First Notice to .Rcgister
Confirmation of RegiAtLation
Confirmation of Registration
CT-551 Foml,RRRF-I Refund
2022 CHECK RETURN
CT--551 Form RRF-1 Refund
2022 CHECK RETURN
IRS Form 990 Series
2022
Form RRF-1
2022
Form - I
2D21
IRS Form 990 Series
2021
Aladited,FinaLicia�;Dent
2020
F°�=I
2020
IIRL orn-i 990 Series
2020 W
CT 550 Form RRF-I Incam0ete
2019 Second Notice
,CT 55Q Fonll RF-1 Incotnplgk
2019
Audite Fin ncia] Statement
2019
Form RU-1
2019
�T1Llite[1 Financial 5`tatement
2019
Rr,newal Filing
2018
IRS Form 990 Series
2017
FDrm RRF-1
2017

F'o_ rni DF_1 -
IRS Farn� 90 SeI-ies
2015 RRF-1
-1 01
IRS FQLnn 990 2014
RUL-120-13
IRS Fonn 92 2013
ZRF-I 0012
IRS Form 990 2012
RR X
-1 2 Q11
.IR5 Fom 99Q 201
RRF-1 2010
1RS Form 990 2010
,RU-1 2009
IRS Form 990 2009
R. F-1 2008
RRF
12,S F rnn 990 2007
TRS Form 990 2007
-12 0 6
IRS Form 990 2006
RRF-1 2005
IRS Forin 990 2005
RRF-112 04
IRS orm 9902004
CT-547 is. Lng Documents
2015 IRS F Irm 9 0 Series
r
Status of Filing:

Accounting Period Begin Date:

Accounting Period End Date:

Filing Received Date:

Form RRF-1 Reject/Incomplete Reason:

Form CT TR-1 Reject/Incomplete Reason:

IRS Forth 990 Reject/Incomplete Reason:

Notes From Registry Staff;
Status of Filing:

Accounting Period Begin Date:

Accounting Period End Date:

Filing Received Date:
;Form RRF-1 Reject/Incomplete Reason:

Form CT-TR-i Reject/Incomplete Reason:

IRS Form 990 Reject/Incomplete Reason:

Notes From Registry Staff:

Status of Filing:

Accounting Period ;Begin Date:

Accounting Period End Date:

Filing Received Date:
2016 RRF-1
2016 - IRS Form 990
201S RRF-1
2014 RRF-1
2014 IRS Form 990
2013 RRF-1
2013 IRS Form 990
2012 RRF-1
2012 J RS Form 990
2011 RRF-1
2011 IRS Fonn 990
2010 RRF-1
2010 rRS Form 990
2009 RRF-1
2009 IRS Form 990
2008 RRF-1
2007 RRF-1
2007 IRS Form 990
2007 IRS Fore, 990
2006 RRF-1
2006 IRS Form 990
2005 RRF-1
2005 IRS Form 990
2004 RRF-1
2004 IRS Form 990
Click. on Document Type at the left to open PDF
Click on Document Type at the left to open PDF
Accepted
10/1/2009
9130/2010
2/24/2011
Accepted
10/1 /2010
9/30/2011
2/29/2012
Accepted
l0/1/2011
913012012
2/20/2013

FY 23/24 Community Service Funding (CSF) Grant
Application
47 WOMEN ORGANIZING WOMEN INC

Community Service Funding Application
(:7" di:Q�
Organization
https://temeculaca.gov/grants
CHECK THE BOX TO CONFIRM YOU HAVE REA❑ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above)
COnf[rm
Applicant Organization Year Organization Website:

Name: Founders: www.womenorganizingwomeninc.org
Women Organizing Women, Inc 2013
Mailing Address:*
PO BOX 1382
Number of Paid Staff:' Number of Volunteers:*
0 80
Contact Name &Title: * Contact's Email:* Contact's Phone Number:* Rabin McCoy
❑oes the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County, Lake County, Cote D'Ivoire Yes No
Business License No.*
OS4372
Copy ❑f Business License*
IMG_7941.jpg
1i
https://css.temeculaca.gov

70.Q2KB
Geographic Area(s) the Project/Program
Serves:

Temecula

CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE
TEMECULA.

Project/Program
Amount Requested:* Project/Program Title:*
$5,000.00 The Lydia Project Social Enterprise Mobile Kitchen MAX: $5,000 PER ORG
Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 41765 Rider Way, Temecula, CA 92590 Preferred Payment Method:
(if grant is awarded.)
Check Mailed Check Picked Up
Eiectronic File Transfer
Make Check Payable to:*
Women Organizing Women, Inc

Nonprofit Status
Is the organization incorporated as a nonprofit?*
Yes No

IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING
Provide nonprofit status verification as follows:*
(one required, both preferred)
-State of California Entity Status Letter
IRS Deductibility Status
State of California Entity ID:*
C3508295
To find CA Entity Status Letter,
click the link below:
h ttps:// www.ftb . ca.gov/help/b usi nesslentity-
statu s-letter.asp?wT.mc_i d=a kB EStatus
IRS Employer Identification Number (EIN):
46-2236828
To find IRS Deductibility Status,
click the link below:
https://a pps. irs.govla ppleosl
Date of Incorporation:
10/28/2013
Attach State of California Entity Status Letter:*
wow state tax id (1).pdf
Attach IRS Deductibility Status:*
501 c3.pdf
Provide further verification as follows:*
(one required, both preferred)
First Page of most recent IRS Form 990
Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990*
You might find IRS Form 990 _2022 Form 990-E2-wow,Pdf
on the link below: (990, 990-EZ, 990-PF, 990-T)
http 5./Irct. d of . c a.govNe ri fi cat i o n /web/Sea rc h. a s px? facility=Y

34.21 KB
554.13KB
201.79KB

State Registry search Tool: Attach State Registry Document/Info* https:ffrct.doj.ca.govNerification/Web/Search.aspx? Registrant Details (1).pd119.81K8 facility=Y

Mission Statement
Briefly describe the nonprofit organization's mission/goals and objectives:* Mission
Women Organizing Women mission focuses on three core areas:
1) Evangelistic outreach - Sharing the good news about Jesus Christ through community service events, seminars, workshops, youth camps, and more.
2) Mentorship & Coaching - Mentorship for young ladies ages 13-25 through various programs and activities. Coaching assistance for women leaders such as business development and strategies, platforms to build relationships, networking, co -promotion, and inspiration affirmations. 3) Support - Provide globalize aid to women and children through, food sourcing, housing, training, and other resources.

Goal
Women Organizing Women globalized goal is to tell all about the good news of Jesus Christ, to provide aid to women and children in underserve communities, to provide healing and restoration through the word of God, prayer, programs, mentorship, coaching, conferences, classes, summer camps, retreats, and to provide support in the empowerment of women in reaching their ultimate goals personally, in their family, business, and community.

Objective
The objective of Women Organizing Women (WOW)is to undo mindsets and belief systems that causes depression, lack and abuse. WOW's objective is realized through the word of God, prayer, and evangelistic] community outreach. The accomplished objective of WOW makes global generational impact in families, communities, and nations of changed mindsets and realities of joy, prosperity, and safety through Christ Jesus.

UPON REQUEST, COPIES OF THE ORGANIZATIONS CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPKS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand

Funding Sources
Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula?
Yes No

Project/Program Description
RECEIPTSIiNVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE

ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJ ECTIPROGRAM AS DESCRIBED HERE. U+iderstand
ProjectlPrograrn Title: The Lydia Project Social Enterprise Mobile Kitchen

1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* The Lydia Project Description:

The Lydia Project is a program designed to educate, equip, and prepare women to become self-reliant on their ability to utilize their creative gifts and talents to develop grass root or micro businesses. They will learn strategies necessary for becoming successful business owners. They will be taught how to develop proposals, produce an income base, and promote business ownership, business management and/or business expansion. The Lydia Project, is designed to teach and train participants, increase knowledge and skill sets needed to become self-sufficient and/or self-employed, This income generating project is created to aide and assist women with support, thru the Mobile Kitchen Social Enterprise. Our goal is to aid women in overcoming their barriers by destroying the cycles of codependency to the welfare systems which ultimately leads to generational poverty. By partnering them with women of influence, Educators and Life Coaches (which are all qualified in their specified fields of expertise), they will learn firsthand from other women how to become self-sustaining and self-sufficient.

The Goals and Objective of the Lydia Project:
it is the purpose and goals of The Lydia Project to produce self-sufficient, independent micro business owners and/or provide support to grass root projects. It will serve as a conduit in renewing their faith, strengthening their relationships via networking, and increasing their spiritual awareness by implementing Christian principals of stewardship. The Lydia project will rebuild confidence in women that had lost all hope of ever being happy and accomplished within themselves. This renewal of mind will benefit and strengthen their children, their families, their relationships, and their communities. The long-term goals *il have positive outcomes for their generation and will help in breaking the generational cycle of poverty which is the number one contributor to violence and abuse. By teaching and training women to rely on their God given abilities and talents they become equipped to overcome the barriers and dependence on social systems that are designed to keep them in a state of poverty both mentally and physically. It is our hope to meet the challenges of breaking the cycle of generational poverty, restore dignity, serf -respect, and confidence while re -building family and community.

Expansion of the Lydia Project, (The Mobile Kitchen Social Enterprise):

The Mobile Kitchen Social Enterprise Purpose:

1. The Mobile Kitchen Social Enterprise is dual purpose to maximize both profit and social impact. For every use of the mobile kitchen by a local chef they must select a local nonprofit to give back 10%.

2. The Mobile Kitchen Social Enterprise is structured to rely on commercial revenue to fund our local philanthropic missions.

3. The Mobile Kitchen Social Enterprise drives change and focus on mission. This is a constant reminder that we need change for the good.

The mobile kitchen is a food truck that is used to bring awareness, resources, tools, and support.

2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY.

Women Organizing Women, Inc will spend the grant funding, if awarded on the remaining equipment and supplies needed to launch the mobile kitchen, The equipment and supplies needed include but is not limited to, A commercial mixer, food supplies, mixing bowls and kitchen supplies, concession window, truck licensing cost and insurance, wrapping cost, training expenses, food, marketing, and the gas and maintenance, final state license. Any remaining Funds will be used towards the cost of printing and distribution of the curriculum. These are the final steps needed before we can start our first training session.

3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING.

This grant funding will specifically benefit Temecula residents. The benefits will include Food sourcing, vocational training (how to operate and own a mobile kitchen), Community Partnership Fundraising efforts for Temecula Nonprofit Organizations, and leasing opportunities for local chefs..

Women Organizing Women will continue its efforts of partnerships with local nonprofits Supporting both organizations to accomplish their mission initiatives. Over the past 10 years Women Organizing Woman have partner in community efforts with Rancho Damacitas hosting the Culinary Cupcake Challenge 2012 and 2013 bringing in Temecula residents of more than 500-800 attendees in support of each organization goals and objective.

Also in 2013, was the launch of the culinary program for Oak Grove Center. Women organizing Woman launch the culinary program at Oak Grove Center during our summer program "showcase of the arts"; Dunamlx Dance Project, and the Empowerment Center were also a part of our summer programs in 2013, 2014, and 201 S.

From 2014 to present, Women Organizing Women hosts The Lydia Project Meet and Greet along with Coffee and Devotions; these 2 platforms allowed women leaders to build relationships and become more impactful byjoining hands in our community efforts.

Women Organizing Women have hosted the Dessert and Coffee Competition that included a competition of pastry chefs where the cash winnings went to local charities. Assistance League, The Seraphim Project, and other businesses such as LaPointe Wealth Management, Ranchn, Bailys, Temecula Olive Oil Co., Truax Group and countless others have all supported us in our efforts in reaching our community of Temecula with the benefits of seeking better livable solutions for Temecula residents.

Along with partnerships, volunteers, and financial support to Oak Grove Culinary Creations, Community Mission of Hope, Project Touch and Michelle's Place just to name a few. The Mobile Kitchen Social Enterprise is geared towards this same genre of support to the residents of the city of Temecula. The diversity of uses for the mobile kitchen is endless from Oak Grove Culinary Creations selling cookies, to handing out soup to the families lined up for food at Community Mission of Hope. The mobile kitchen Social Enterprise is just that "mobile help to the residents of Temecula." 3b. ESTIMATED NUMBER OF PEOPLE FROM

TEMECULA EXPECTED TO BENEFIT FROM
THIS PROJECT/PROGRAM:

S00
3c. ESTIMATED NUMBER OF VOLUNTEERS
* INVOLVED IN THIS PROJECT/PROGRAM:

4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.' Women Organizing Women, Inc is a faith base nonprofit organization that does not discriminate based on another person belief system. Food insecurities are real even in our beautiful city of Temecula where

7.6% of the population is at poverty level. If we take the number of people at poverty level in the city of Temecula and divide that number by the number of our volunteers, one volunteer would feed an additional 80 people in 1 year. If we partner with other nonprofits who has the same objective, the impact will result to a city with no poverty.

If I had to summarize all the answers of 1 thru 3, the summary will read as follows:

The Lydia Project Mobile Kitchen Social Enterprise (1) creates jobs, (2) establish business partnerships, (3) inspire entrepreneurs, (4) works alongside other nonprofit organizations to satisfy mission initiatives and (5) The mobile kitchen Social Enterprise will help secure food sources to local families who are concerned about their next meal.

Project/Program Budget

LIST OF EXPENSES FOR PROJECT/PROGRAM
Tools/Equipment` EXPENSES'
Commercial mixer, oven, hood, window, door, $26,520.00
FacilitieslRentlinsurance*
monthly lease and insurance $12,432.00
Supplies*
mixing bowls, spatulas, sheet pans, pots, $2,500.00
Marketing*
newsletter, social media cost, website, email marketing $2,500.00 Services*
training material, printing, program design cost $2,400.00 Food*
food for training and food outreach $14,400.00
Other*
gas and maintenance $1,200.00
Staffing Expense
$0.00
TOTAL REVENUE: TOTAL EXPENSES
$55,iO5.00 $610952.00

CHECK THE BOX TO CONFIRM
Confirm

Acknowledgement/Signature
The applicant acknowledges and agrees to the following:
• Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements.
• Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete.

I hereby certify the information contained in this Application is true to the best of our knowledge and belief.

Name of Applicant Organization:*
Women Organizing Women, Inc
PresidentfAuthorized Officer:* E-mail:*
Robin McCoy President _
Name & Title
PresidentfAuthorized Officer Signature*
clwr r I-C-1el
Requested Amount:
$5,000.00
Date
2023-09-12
IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY:
nfa
Bathe, Title, & Organization
Phone:*
If you have any questions, please contact: [email protected] (951 ) 693-3959 or [email protected] (951.) 694-r,413

.4
LN
State of California
Secretary of State
Statement of Information
F059230
(Domestic Nonprofit, Credit Union and Consumer Cooperative Corporations) FILED
Filing Fee: $20.00. If this is an amendment, see instructions.

IMPORTANT— REAR INSTRUCTIONS BEFORE COMPLETING THIS FORM In the office of the Secretary of State
of the State of California

1. CORPORATE NAME
WOMEN ORGANIZING WOMEN, INC.

JUL-28 2014
2 CALIFORNIA CORPORATE NUMBER
C3508295
This Space For Filing Use - ;y
Complete Principal Office Address (Do not abbreviate the name of the city Item 3 cannot be a P-O. Box )

3. STREET ADDRESS OF PRINCIPAL OFFICE IN CALIFORNIA, IF ANY CITY STATE ZIP CODE iNCHESTER, CA 92596

4. MAILING ADDRESS OF THE CORPORATION CITY STATE ZIP CODE ROSIN MCCOY WINCHESTER, CA 92596
Names and Complete Addresses of the Following Officers (The corporation must list these three officers- A comparable title for the specific officer may be added-, however, the preprinted titles on this form must not he altered.)

5. CHIEF EXECUTIVE OFFICER! ADDRESS !CITY STATE ZIP CODE ROBIN MCCOY WINCHESTER, CA 92596

6. SECRETARY kDORESS CITY STATE ZIP CODE
EMMA DONALD GARY, IN 46404
7 CHIEF FINANCIAL OFFICER ADDRESS CITY STATE ZIP CODE
DIANE LOMAX GARY, IN 46408
Agent for Service of Process If the agent is an individual, the agent must reside in California and Item 9 must be completed with a California street address, a P.O. Box address is not acceptable- If the agent is another corporation, the agent must have on file with the California Secretary of State a certificate pursuant to Califomia Corporations Code section 1505 and Item 9 must be left blank- 8 NAME OF AGENT FOR SERVICE OF PROCESS

ROBIN MCCOY

9. STREET ADDRESS OF AGENT FOR SERVICE OF PROCESS IN CALIFORNIA IF AN INDIVIDUAL CITY STATE ZIP CODE INCHESTER, CA 92596
Common Interest Developments
10 71 Check here if the corporation is an association formed to manage a common interest development under the Davis -Stirling Common Interest Development Act, (California Civil Code section 4000 at seq-) or under the Cornmercial and lndustrial Common Interest Development Act, (California Civil Code section 6500, et seq.) The corporation must file a Statement by Common Interest Development Association (Farm SI-CID) as required by California Civil Code sections 5405(a) and 6760(a). Please see instructions on the reverse side of this form.

11. THE INFORMATION CONTAINED HEREIN IS TRUE AND CORRE.CT- 07/28/2014 ROBIN MCCOY FOUNDER

DATE TYPERRINT NAME OF PERSON COMPLETING FORM TITLE SIGNATURE .I-IP0 i'REV 01!2014) APPROVED BY SECRETARY OF STATE

HWE ABOUT MEDIA CAREERS REGULATIONS RESOURCES PROGRAMS 1-.0 �7A,-,T - Registrant Details
Entity type 1=arporate 4-JasE as registered Lwith the Secretary of `stab? or Used on fo+sndirsg & registration dcdcumPni:s Organization Name: WOMEN ORGANIZING WOMEN- INC_ IRS FEIN: 462236828 Entity Type: Religious SOSfFTB CorporaWOrganization Number: 3508295 Registry Status: Exempt - Religious Renewal Due/Exp. Date:

RCT Registration Number: Issue Date: 1011 U2012
Record Ty-pe: Charity Registration Effecth a Date. 10111/2012 Date of Last Renewal: DBA:

Mailing Address
No address Information
Filings & Correspondence
No Related Documents
Annual Renewal Data
No Annual Renewal Data
Related Registrations & Event Reports
I he related records shown below aepend can the record type being viewed:

Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations. =;a€fie registrations relate to Raffle Reports_
• Click on the RCT Registration No to navigato to the related record No Related Records

INTERNAL REVENUE SERVICE
P. Q. BOX 2508
CINCINNATI, off 45201
Date:

WOMEN ORGANIZING WOMEN INC
41911 5TH ST STE 100
TEMECULA, CA 92590
Dear Applicant.:

DEPARTMENT OF THE TREASURY
Employer identification Number:
46-2236828
DLN:
17053080304043
Contact Person:

DAVID AGUILERA ID# 75867
Contact Telephone Number;
(877) 829-5500
Accounting Period Ending:

December 31
Public charity Status:
170 (b) (I) (A) (i)
Form 990 Required:

Na
Effective Date of Exemption:

September 18,2012
Contribution Deductibility:

Yes
Addendum Applies.

No
We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records.

Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that, you are a public charity under the Cade section(s) listed in the heading of this letter.

Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization.

Enclosure: Publication 4221-PC
Sincerely,
Director, Exempt organizations
Letter 947 (DO/CG)

Item No. 8

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works/City Engineer DATE: November 14, 2023
SUBJECT: Authorize the Submittal of an Application to the Department of Resources Recycling and Recovery for Funding from the Fiscal Year 2022-23 SB 1383 Local Assistance Grant Program
PREPARED BY: Julie Tarrant, Principal Management Analyst RECOMMENDATION: That the City Council adopt a resolution entitled:

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

TEMECULA TO AUTHORIZE THE SUBMITTAL OF AN

APPLICATION TO THE DEPARTMENT OF RESOURCES

RECYCLING AND RECOVERY (CALRECYCLE) FOR
FUNDING FROM THE FISCAL YEAR 2022-23 SB 1383

LOCAL ASSISTANCE GRANT PROGRAM
BACKGROUND: In September 2016, Governor Edmund Brown Jr. set methane emissions reduction targets for California (SB 1383 Lara, Chapter 395, Statutes of 2016) in a statewide effort to reduce emissions of short-lived climate pollutants (SLCP). The targets must reduce organic waste disposal 50% by 2020 and 75% by 2025, and to implement an edible food recovery program to distribute at least 20% of currently disposed surplus food by 2025. Effective January 1, 2022, all jurisdictions will need to provide organic waste collection services to all residents and businesses and recycle these materials to generate biofuel, electricity or make soil amendments. Local governments must also meet certain procurement requirements to use recycled organic products, implement and monitor an edible food recovery program, provide inspection and enforcement, and maintain recordkeeping that demonstrates compliance with the law.

In April 2022, the Department of Public Works applied for First Round Funding of the FY 2021- 22 SB 1383 Local Assistance Grant Program and received a total allocation of $159,957. In this year's Notice of Funding Available the City of Temecula is eligible to receive up to an estimated amount of $197,426. Eligible activities include personnel, education and outreach materials, signage, recordkeeping or tracking software, inspections and enforcement, and for the purchase of equipment in support of food recovery efforts.

In September 2023, the Department of Resources Recycling and Recovery (CalRecycle) released a Second Round Funding Notice of Funding Available for the FY 2022-23 SB 1383 Local Assistance Grant Program. This non-competitive grant program provides funding to local jurisdictions to assist with the implementation of regulation requirements associated with SB 1383.

Applications must be submitted via the Grants Management System (GMS) by November 15, 2023, and applicants are also required to upload an authorizing Resolution by or before the secondary due date of December 20, 2023, to be considered for funding.

FISCAL IMPACT: The requested program grant funds in the amount of $197,426 are due to be advanced to the local jurisdiction to offset the costs to perform and implement activities.

Upon award, Grant Program Funds will be budgeted in the appropriate Annual Operating Budget (AOB) line items. There is no fiscal impact to submit the application.

ATTACHMENTS: Resolution

RESOLUTION NO. 2023-

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF TEMECULA TO AUTHORIZE THE SUBMITTAL OF AN

APPLICATION TO THE DEPARTMENT OF RESOURCES

RECYCLING AND RECOVERY (CALRECYCLE) FOR
FUNDING FROM THE FISCAL YEAR 2022-23 SB 1383

LOCAL ASSISTANCE GRANT PROGRAM

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

WHEREAS, Public Resources Code Sections 48000 et seq. authorize the Department of Resources Recycling and Recovery (CalRecycle) to administer various grant programs (grants) in furtherance of the State of California's (State) efforts to reduce, recycle and reuse solid waste generated in the State thereby preserving landfill capacity and protecting public health and safety and the environment; and
WHEREAS, in furtherance of this authority CalRecycle is required to establish procedures governing the application, awarding, and management of the grants; and WHEREAS, CalRecycle grant application procedures require, and are not limited to, an applicant's governing body to declare by resolution certain authorizations related to the administration of CalRecycle grants.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Temecula authorizes the submittal of an application to CalRecycle for the Fiscal Year 2022-23 SB 1383 Local Assistance Grant Program; and
BE IT FURTHER RESOLVED that the Director of Public Works/City Engineer, is hereby authorized and empowered to submit and execute in the name of the City of Temecula all grant documents, including but not limited to, applications, agreements, amendments, and requests for payment, necessary to secure grant funds and implement the approved grant program or project; and
BE IT FURTHER RESOLVED that these authorizations are in effect from the date of adoption of this resolution, up to and including the grant term end date of April 1, 2026 or five years, whichever may be necessary for the completion of the aforementioned project.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 14th day of November, 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 14th day of November, 2023, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

Randi Johl, City Clerk

Item No. 9

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works/City Engineer DATE: November 14, 2023
SUBJECT: Approve Increase to Professional Services Contingency Authorization for the Margarita Recreation Center Project, PW17-21
PREPARED BY: Amer Attar, Engineering Manager
Nino Abad, Senior Civil Engineer
RECOMMENDATION: That the City Council:

1. Approve an increase to the contingency for professional services for the Margarita Recreation Center Project, PW17-21 by $40,000; and

2. Increase the City Manager's authorized contingency by $40,000.

BACKGROUND: The Margarita Recreation Center (MRC), PW 17-21 is a Capital Improvement Program (CIP) project to design -build a new MRC building and pool to replace the old facility. Currently, the new MRC building and pool are in their final stages of construction.

The new MRC will be approximately 8,600 square feet of indoor space including a classroom, multipurpose room with operable partition, dance/fitness room, kitchen, administrative/reception offices, lifeguard/aquatic and first aid rooms, locker rooms, and restrooms. The new center's outdoor facilities include multiple patio spaces and a 65'wide x 75' long pool with shallow depth entry, transitioning to a 8'6" maximum depth, with a 3/4 meter height diving board. An accessory structure for mechanical equipment related to the pool as well as additional storage is also included.

On February 26, 2019, the City Council approved an agreement for consultant services with NV5, Inc. in the amount of $880,365 and authorized the City Manager to approve Extra Work Authorizations not to exceed the contingency amount of $88,036.50 for the project. The agreement generally included the development of preliminary design and bridging documents, bid support, design -build project management services, geotechnical inspections, special inspections, and construction management services.

The City Council approved increases to the City Manager's authorized contingency on September 13, 2022, on February 28, 2023, and on August 22, 2023 by $80,000, $150,000, and $43,000 respectively. These increases were to accommodate City requested design changes, the increase in design duration, and supply issues related to critical electrical components that prolonged construction duration.

At this time it is anticipated that construction will be completed by December 1, 2023 with a ribbon cutting scheduled for December 14, 2023. Staff estimates that it will require approximately $40,000 to fund construction management, materials testing, and inspection services through the estimated completion date of December 1, 2023.

Staff recommends an increase to the City Manager's authorized contingency in the amount of $40,000 for a total authorized contingency of $401,036.50.

FISCAL IMPACT: The Margarita Recreation Center project is identified in the City's Capital Improvement Program (CIP) budget for Fiscal Years 2024-28 funded with Capital Financing, DIF (Park & Rec Improvements), and Measure S. There are sufficient funds in the project account to the increase to the authorized contingency by $40,000.

ATTACHMENTS: Project Description

Alk
The Heart of Southern California
Wine Country

MARGARITA RECREATION CENTER
Infrastructure Project
Project Description: This project consists of the construction of a new recreation center in Mike Naggar Community Park in place of the former YMCA building. The project includes the demolition of the existing building and pool, constructing a new building and pool as determined by a Community Needs Assessment and available budget. The Information Technology component includes camera system infrastructure, access control, Public Wi-Fi and other identified technology needs.

Benefit: This project will provide the City a new facility to meet the increasing demands of recreational programs.

Core Value: Healthy and Livable City
Project Status: Under construction. Construction completion and Grand Opening anticipated in September 2023.

Department: Public Works - Account No. 210.265.999.5800.PW17-21 / 692 Level: I
City of Temecula
Fiscal Years 2024-28
Capital Improvement Program
4;. /
Project Cost:

Prior Years
Actuals
2023-24
2022-23 Adopted 2024-25 2025-26 2026-27 2027-28
Adjusted Budget Projected Projected Projected Projected Total Project
Cost
5801-Administration
276,051
160,606
436,657
5804-Construction
1,244,331
8,701,128
9,945,459
5805-Construction Engineering
4,739
1,907
6,646
5802-Design & Environmental
531,607
666,795
1,198,402
5809-Information Technology
344,343
670,000
1,014,343
Total Expenditures
2,401,072
10,200,436
12,601,508
Source of Funds:
4481-Capital Financing
6,405,000
6,405,000
4244-DIF-Park & Rec Improvements
600,000
600,000
4256-DIF-Police Facilities
137,000
137,000
4002-Measure S
1,636,773
3,822,735
5,459,508
Total Funding
8,041,773
4,559,735
12,601,508
Future Operating & Maintenance Costs:

Total Operating Costs 1 1,383,815 1,435,233 1,488,628 1,544,079 Notes :

1. Capital Financing reflects the Temecula Public Financing Authority's 2018 Lease Financing arrangement which provides $6.4M in funding, with a term of 15 years at an interest rate of3.42%, repaid by the General Fund.(Loan Paid off in 2022)

Item No. 10

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works / City Engineer DATE: November 14, 2023
SUBJECT: Approve Agreement with Southstar Engineering & Consulting, Inc. for Consultant Services for the I-15 Congestion Relief Project, PW19-02 PREPARED BY: Amer Attar, Engineering Manager
Avlin R. Odviar, Principal Civil Engineer
RECOMMENDATION: That the City Council approve the agreement with Southstar Engineering & Consulting, Inc., in an amount not to exceed $968,813.40, to provide professional construction management services for the I-15 Congestion Relief Project, PW 19-02.

BACKGROUND: In conjunction with the California Department of Transportation (Caltrans), the City has designed and developed plans and specifications for the I-15 Congestion Relief Project (Project). The Project improvements include construction of a new auxiliary lane on northbound I-15 from Temecula Parkway to Rancho California Road. In a separate project, Caltrans is working on similar improvements from Rancho California Road to Winchester Road and in the southbound direction between Winchester Road and Temecula Parkway. Together, these project improvements will provide operational and safety improvements which will relieve congestion as envisioned by the Move I-15 Through Temecula Valley Regional Task Force.

These improvements will be constructed within Caltrans jurisdiction under its Streamlined Oversight Project (SOP) program. After construction, the facility will be turned over to Caltrans for ownership, operation, and maintenance. As such, the City is required to administer the construction contract in accordance with Caltrans requirements. The subject agreement enlists Southstar Engineering & Consulting, Inc., and its sub -consultants, to perform construction management, engineering support, and inspection in accordance with Caltrans and City requirements.

On May 24, 2023, the City issued a Request For Proposals (RFP No. 272) inviting qualified consulting firms to submit a proposal to provide construction management services for the Project.

By the filing deadline of June 22, 2023, four (4) proposals were received.

A Selection Panel comprised of City representatives reviewed the proposals, discussed findings, conducted an interview of the top two qualified firms, and ranked the prospective proponents as follows:

1. Southstar Engineering & Consulting, Inc.

2. Falcon Engineering Services, Inc.

3. Anser Advisory

4. PSOMAS
Southstar Engineering & Consulting, Inc. is a multi -disciplinary firm with extensive experience in providing construction management services on freeway projects of comparable size and complexity.

Following the selection process, staff entered negotiations with Southstar Engineering & Consulting, Inc. and finalized the terms of the attached agreement. The scope of work includes professional administration services necessary during pre -construction, construction, and post - construction phases. These services include, but are not limited to, project management, preconstruction coordination, environmental compliance, schedule monitoring, public affairs, contract change order management, inspection, request for information (RFI) management, tracking quantities, invoicing, certified payroll and labor compliance, materials testing, quality assurance program, surveying, document control, and project closeout. Performance of these services will span approximately 13 months.

FISCAL IMPACT: The I-15 Congestion Relief Project is included in the City's Capital Improvement Program Fiscal Years 2024-28. The sources of funds include Reimbursement — Pechanga Inter -governmental Agreement (IGA), State highway Operation and Protection Program and Minor Program (SHOPP), and Transportation Uniform Mitigation Fee (TUMF) CETAP/RCTC. There are sufficient funds in the project account to cover the agreement amount of $968,813.40.

ATTACHMENTS: 1. Agreement

2. Project CIP Budget Sheet

AGREEMENT FOR CONSULTANT SERVICES BETWEEN
CITY OF TEMECULA AND SOUTHSTAR ENGINEERING & CONSULTING, INC.

PW19-02 1-16 CONGESTION RELIEF
THIS AGREEMENT is made and effective as of November 14, 2023, between the City of Temecula , a municipal corporation hereinafter referred to as "City"), and Southstar Engineering & Consulting, Inc., a Corporation (hereinafter referred to as "Consultant" ). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. TERM
This Agreement shall commence on November 14, 2023, and shall remain and continue in effect until tasks described herein are completed, unless sooner terminated pursuant to the provisions of this Agreement.

2. SERVICES
Consultant shall perform the services and tasks described and set forth in Exhibit A, attached hereto and incorporated herein as though set forth in full. Consultant shall complete the tasks according to the schedule of performance which is also set forth in Exhibit A.

3. PERFORMANCE
Consultant shall faithfully and competently exercise the ordinary skill and competence of members of their profession. Consultant shall employ all generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement.

4. PREVAILING WAGES
Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at httPJ/ www.dir.ca.gov . Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum.

Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4.

6. REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www . dir.ca.cv/Public-Works/PublicWorks.html

6. PAYMENT
a. The City agrees to pay Consultant monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. This amount shall not exceed Nine Hundred Sixty -Eight Thousand Eight Hundred Thirteen Dollars and Forty Cents ($968,813.40) for the total term of this agreement .
b. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Manager .

Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Consultant at the time City's written authorization is given to Consultant for the performance of said services.

C. Consultant will submit invoices monthly for actual services performed.

Invoices shall be submitted between the first and fifteenth business day of each month, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non -disputed fees. If the City disputes any of Consultant fees, it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. For all reimbursements authorized by this Agreement Consultant shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in such form as approved by the Director of Finance.

7. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement

pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled "PAYMENT" herein.

8. DEFAULT OF CONSULTANT
a. The Consultant failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant's control, and without fault or negligence of the Consultant, it shall not be considered a default. b. If the City Manager or his delegate determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, it shall serve the Consultant with written notice of the default. The Consultant shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance.

In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

9. OWNERSHIP OF DOCUMENTS
a. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or its designees at reasonable times to such books and records, shall give City the right to examine and audit said books and records, shall permit City to make transcripts there from as necessary, and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. b. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files containing data generated for the work, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused or otherwise disposed of by the City without the permission of the Consultant. With respect to computer files containing data generated for the work, Consultant shall make available to the City, upon reasonable written request by the City, the necessary computer software and hardware for purposes of accessing, compiling, transferring and printing computer files.

C. With respect to the design of public improvements, the Consultant shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A, without the written consent of the Consultant.

10. INDEMNIFICATION, HOLD HARMLESS, AND DUTY TO DEFEND
a. Indemnit for Design Professional Services. In the connection with its design professional services, Consultant shall hold harmless and indemnify City, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their elected officials, officers, employees, servants, designated volunteers, and those City agents serving as independent contractors in the role of City officials (collectively, "Indemnitees"), with respect to any and all claims, demands, damages, liabilities, losses, costs or expenses, including reimbursement of attorneys' fees and costs of defense (collectively, "Claims" hereinafter), including but not limited to Claims relating to death or injury to any person and injury to any property, which arise out of, pertain to, or relate in whole or in part to the negligence, recklessness, or willful misconduct of Consultant or any of its officers, employees, sub -contractors, or agents in the performance of its professional services under this Agreement. b. Other Indemnities. In connection with any and all claims, demands, damages, liabilities, losses, costs or expenses, including attorneys' fees and costs of defense (collectively, "Damages" hereinafter) not covered by Paragraph 10.a. above, Consultant shall defend, hold harmless and indemnify the Indemnitees with respect to any and all Damages, including but not limited to, Damages relating to death or injury to any person and injury to any property, which arise out of, pertain to, or relate to acts or omissions of Consultant or any of its officers, employees, subcontractors, or agents in the performance of this Agreement, except for such loss or damage arising from the sole negligence or willful misconduct of the City, as determined by final arbitration or court decision or by the agreement of the parties. Consultant shall defend Indemnitees in any action or actions filed in connection with any such Damages with counsel of City's choice, and shall pay all costs and expenses, including all attorneys' fees and experts' costs actually incurred in connection with such defense. Consultant duty to defend pursuant to this Section 10.b. shall apply independent of any prior, concurrent or subsequent misconduct, negligent acts, errors or omissions of Indemnitees."

11. INSURANCE REQUIREMENTS
Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees.
a. Minimum Scope of Insurance. Coverage shall be at least as broad as:
i. Insurance Services Office Commercial General Liability form No.

CG 00 01 11 85 or 88.
ii. Insurance Services Office Business Auto Coverage form CA 00 01 06 92 covering Automobile Liability, code 1 (any auto). If the Consultant owns no automobiles, a non -owned auto endorsement to the General Liability policy described above is acceptable. iii. Worker's Compensation insurance as required by the State of California and Employer's Liability Insurance. If the Consultant has no employees while performing under this Agreement, worker's compensation insurance is not required, but Consultant shall execute a declaration that it has no employees. iv. Professional Liability Insurance shall be written on a policy form providing professional liability for the Consultant's profession.

b. Minimum Limits of Insurance. Consultant shall maintain limits no less than:

1. General Liability: Two Million ($2,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: One Million ($1,000,000) per accident for bodily injury and property damage.

3. Worker's Compensation as required by the State of
California; Employee's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease.

4. Professional Liability Coverage: One million ($1,000,000) per claim and in aggregate.

C. Deductibles and Self -Insured Retentions. Any deductibles or self -insured retentions shall not exceed Twenty Five Thousand Dollars and No Cents ($25,000). d. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions:
1) The City of Temecula, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees and volunteers are to be covered as insured's, as respects: liability arising out of activities performed by or on behalf of the Consultant's products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers.
2) For any claims related to this project, the Consultant insurance coverage shall be primary insurance as respects the City, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees and volunteers. Any insurance or self -insured maintained by the City of Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, its officers, officials, employees or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3) Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City of Temecula, the Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.
5) Each insurance policy required by this agreement shall be endorsed to state: should the policy be canceled before the expiration date the issuing insurer will endeavor to mail thirty (30) days' prior written notice to the City.

6) If insurance coverage is canceled or, reduced in coverage or in limits the Consultant shall within two (2) business days of notice from insurer phone, fax, and/or notify the City via certified mail, return receipt requested of the changes to or cancellation of the policy.
e. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best rating of A-:VII or better, unless otherwise acceptable to the City. Self insurance shall not be considered to comply with these insurance requirements. f. Verification of Coverage. Consultant shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to be on forms provided by the City. All endorsements are to be received and approved by the City before work commences. As an alternative to the City's forms, the Consultant's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications.

12. INDEPENDENT CONTRACTOR
a. Consultant is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of the City.

Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner.
b. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder.

13. LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of all local, State and Federal ordinances, laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such ordinances, laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

14. RELEASE OF INFORMATION
a. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City's prior written authorization. Consultant, its officers, employees, agents or subcontractors, shall not without written authorization from the City Manager or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order

shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena.
b. Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under or with respect to any project or property located within the City. City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

15. NOTICES
Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by Notice. Notice shall be effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above.

Mailing Address: City of Temecula
Attn: City Manager
41000 Main Street
Temecula, CA 92590
To Consultant: Southstar Engineering & Consulting, Inc.

Attn: Jason Bennecke
Chief Administrative Officer
1945 Chicago Avenue, Suite C-2
Riverside, CA 92507

16. ASSIGNMENT
The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. Upon termination of this Agreement, Consultant sole compensation shall be payment for actual services performed up to, and including, the date of termination or as may be otherwise agreed to in writing between the City Council and the Consultant.

17. LICENSES
At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement.

18. GOVERNING LAW
The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with geographic jurisdiction over the City of Temecula. In the event such litigation is filed by one party against the other to enforce its rights under this Agreement, the prevailing party, as determined by the Court's judgment, shall be entitled to reasonable attorney fees and litigation expenses for the relief granted.

19. PROHIBITED INTEREST
No officer, or employee of the City of Temecula that has participated in the development of this agreement or its approval shall have any financial interest, direct or indirect, in this Agreement, the proceeds thereof, the Consultant, or Consultant's sub -contractors for this project, during his/her tenure or for one year thereafter. The Consultant hereby warrants and represents to the City that no officer or employee of the City of Temecula that has participated in the development of this agreement or its approval has any interest, whether contractual, non - contractual, financial or otherwise, in this transaction, the proceeds thereof, or in the business of the Consultant or Consultant's sub -contractors on this project. Consultant further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement.

20. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material.

21. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Consultant warrants and represents that he or she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder. The City Manager is authorized to enter into an amendment on behalf of the City to make the following non -substantive modifications to the agreement: (a) name changes; (b) extension of time; (c) non -monetary changes in scope of work; (d) agreement termination.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY OF TEMECULA
Southstar Engineering & Consulting, Inc.
(Two Signatures of corporate officers required unless corporate documents authorize only one person to sign the agreement on behalf of the corporation.)
By: By: ..

Zak Schwank, Mayor Ja on Bennecke
ATTEST:

By:

RANDI JOHL, CITY CLERK
APPROVED AS TO FORM:

Chief Administrative Officer
By: za, A,/ e Z�!�
Amr Abuelhassan
Chief Financial Officer
By:

Peter M. Thorson, City Attorney Consultant
Southstar Enaineerina & Consultina. Inc.

Jason Bennecke, Chief Administrative Officer
1945 Chicago Avenue, Suite C-2
Riverside, CA 92507 _
951-342-3120
[email protected]
City Purchasing Mgr.

Initials and Date:

EXHIBIT A

TASKS TO BE PERFORMED

GENERAL
The 1-15 Congestion Relief project (Project) will construct one auxiliary lane on northbound 1-15 from the Temecula Parkway on -ramp to the Rancho California Road off -ramp. Construction will include: freeway widening, sub -horizontal ground anchor wall at bridge abutment, retaining walls, drainage system modifications, rumble strips, Maintenance Vehicle Pullouts, erosion control, signs and pavement delineation, planting and irrigation, and electrical systems.

Pre -Construction
As needed, Southstar will provide pre -construction services such as review of contract plans, specifications, RE file, and agreements, meeting and establishing communication protocols with Caltrans Oversight Engineer, Design Engineer, and City Project Manager, and executing all pre - construction meetings.

Construction
Southstar shall provide Construction Management Services for the Project, which will require professional engineering and inspection (civil, structural, survey, electrical, hydraulic, traffic, geotechnical, hazardous waste/materials, landscape and irrigation), quality assurance (materials sampling and testing, source inspection), environmental compliance, labor/health/safety compliance, project management and administration (correspondence, scheduling, progress meetings, reporting, logging, project filing, community outreach, inter -agency coordination, etc.).

Southstar's Resident Engineer (RE) will perform all duties as described in the latest version of the Caltrans Construction Manual Supplement For Local Agency Resident Engineers, and the Caltrans Construction Manual. Southstar will also provide a qualified Structure Representative who will perform all duties as described in the latest version of the Caltrans Local Agency Structure Representative Guidelines.

Post -Construction
Southstar will perform post -construction services including preparation of as-builts, punchlist, final documentation, and turnover of project files.

SCOPE OF WORK
Southstar follows a comprehensive methodology consisting of dozens of time -tested and proven strategies for ensuring contractors working on public works capital projects for municipal agencies stay on schedule and under budget.

All services shall be in accordance with local guidelines and the Caltrans Local Assistance Procedures Manual, the Caltrans Construction Manual, and the Caltrans Construction Manual Supplement for Local Agency Resident Engineer, and the Greenbook. 10 Project Management I Southstar will perform project management through regular use of a series of project control tools, procedures and methods as a basis for planning, scheduling, monitoring of the scope and budget, document control, cost estimating, and accommodating project variables or changes. Project controls are accomplished through a combination of an effective system involving not only tracking tools, but also effective management activities.

Southstar will work closely with the contractor and City/Caltrans staff throughout all phases of construction to ensure all operations and improvements comply with the contract drawings and specifications. Southstar will manage the contract to ensure the contractor is performing the work in accordance with contract documents, coordinate work with public outreach team and other agency departments, calculate pay quantities, develop and manage payment process, and take contractual action, as delegated by the City. Should any questions arise in the field, Southstar will provide clarification of the drawings and specifications and respond to any requests for information to quickly resolve the matter. Any proposed modifications or deviations from the original design will be reviewed with City/ Caltrans staff for concurrence, prior to responding to the contractor. Southstar will review all shop drawings, manufacturer specifications and material design submittals for suitability and compliance with the contract documents.

Labor Compliance I Southstar will verify labor compliance through review of the contractor's certified payrolls, including fringe benefit statements, in accordance with prevailing wage rates set by the California Labor Code and Federal guidelines for reporting of federalized projects. The labor compliance review will also include verification of DBE utilization, subcontractor utilization, and labor compliance interviews with workers.

Quality Assurance/Control I Southstar will independently perform quality assurance (QA) reviews of the Project documents and all its files to ensure that the team is accurately documenting the work and have all of the quality processes in place including test results, daily reports and back- up for estimates and monthly progress payments to the Contractor. Standards of quality are thoroughly discussed, including the expectations of the City and the requirements of the project's Plans, Specifications and other Caltrans/City requirements.

Contractor Progress Payments I Southstar team will administer Contractor's progress payments, based on measurements and quantities calculated in the field, subject to the Caltrans/City audit and delegation of approval. Team inspectors will prepare daily quantity sheets for all payable items installed on any given day. These quantity sheets will provide specifics on each pay item performed on that day with location and measured units in place.

Project Records I Southstar's team will establish and maintain a filing system in hard copy files as well as in electronic form for the project using the Caltrans/City's filing system, consistent with Caltrans Construction Manual Logs to maintain submittals. The files included are:
correspondence, memoranda, project personnel, schedules, materials data, certificates of performance, daily reports & pictures, Labor compliance & EEO records, certified payrolls, Disadvantaged Business Enterprise (DBE) records, permits/agreements, contract documents, change orders, claims, City directives, meeting minutes, shop drawings, supplementary drawings, request for payment, names addresses, telephone and fax numbers of the Contractor, subcontractors and principal material suppliers.

Office Engineering I Throughout the project, the OE acts as the right hand of the Resident Engineer. Some duties of the OE include issuing the Weekly Statement of Working Days, preparing weekly meeting agenda, distributing minutes, reviewing, and approving lane closures, reviewing extra work bills and verifying labor and rental equipment rates, creating Weekly Status M

of Contractors, drafting change orders, coordinating testing and surveys requests, and communicating with all parties of the team. SWPPP reports are also reviewed and tracked. The OE also ensures that all appropriate submittals are submitted on time. OE will also coordinate all meetings necessary for specific operations. The OE is the focal point for proper and accurate project documentation on all construction projects. This role will be supervised the Resident Engineer.

Project Filing System I Our Office Engineer, will establish and maintain a filing system, in hard and electronic copy using Caltrans Construction Manual as guidelines to make sure there is compliance with state funding requirements for this project. Submittals and RFI logs are developed and maintained, and all RFIs and submittals are logged and tracked in accordance with when it was received and returned to the Contractor for disposition and response status.

Schedule Control I Schedule control starts with the Contractor's submittal of a baseline construction schedule, approval of the schedule and the subsequent schedule updates. Once these activities are approved, they will be checked against actual activities in the field and any discrepancies will be noted. The Contractor will be required to submit a narrative for all changes in the monthly schedule updates and the Southstar field team will carefully scrutinize them. The team will also require the contractor to provide a 2-4-week look -ahead schedule that will allow for weekly planning of inspections, material testing and for planning off -site inspections, if needed.

All of these issues will be discussed in the weekly meetings with the Contractor. To avoid a project schedule impact, Southstar will review the contract documents and identify long lead materials to ensure that their procurement and delivery are performed diligently. Southstar will alert the Caltrans/City if the Contractor makes any construction changes that may lead to delays in completion and/or construction cost changes of the project.

Progress Reporting and Daily Reports I The Southstar team will provide Caltrans and the City with project status reports on a weekly and monthly basis and as requested by Caltrans/City. The weekly reports provide a summary of the activities completed the previous week, ongoing activities for the current week and scheduled activities for the following week. This report also includes any field conflicts and issues that may have arisen during the week. The monthly construction management reports describe the status of the project's budget, schedule, submittals, change orders, claims in process and current and anticipated work progress. Project inspectors are required to complete daily inspector reports (DIRs) within a 24-hour period of witnessing the work performed. These DIRs include field activities; which are tracked by contract bid item, labor, and equipment; a narrative of the work; and related photographs. Each report is signed by the inspectors and then reviewed and signed and reviewed by the Senior Resident Engineer. The RE and inspectors meet with the contractor daily to seek out issues and help resolve them. All issues are tracked through our project controls system. Retrieving project documents related to a specific issue is critical to keeping the Caltrans/City informed. All concerns are evaluated and resolved at the lowest level possible to help minimize claims. These issues become the backbone of our weekly job site construction meeting.

Request for Information/Submittal Management Review I The Southstar team will review and evaluate RFIs to determine if a response from the field team is possible. When the RFI has no impact to schedule, budget, or quality of along the way, the RFI are tracked in our system so responses are available for design engineers and project team review as soon as possible.

Responses are expedited to avoid Contractor delays. To keep RFIs moving towards resolution, a status review is performed in our weekly job site meeting. Resolution of RFIs by the field staff helps keep projects within budget and schedule.
12 Southstar is in the habit of turning around submittals, especially those on the critical path, within a few days in assisting the Contractor in keeping on schedule. This allows early acquisition of materials and other offsite procurements, so materials are available when required. We develop a list of required submittals early, and regularly compare our list to that of the Contractor to make sure all items are identified with anticipated delivery/completion dates denoted on our schedule.

A distribution list is used to verify key staff have reviewed and accepted key submittals. Our database is used to log and manage the shop drawings and sample/submittal process, allowing review of submittal status during the weekly progress meeting.

Southstar will provide technical and administrative management services for the project, provide coordination and oversight of all activities related to the construction of the project, maintain a close relationship with the City's Project Manager and Design Engineer, and send copies of all correspondence to the City Project Manager. Southstar will process and track project files at the job site utilizing the filing system provided by the agency. At a minimum, project files shall include the following:
• RFls, Submittals, Proposed change orders and revisions • Cost accounting records on authorized work performed under contract unit costs and additional work performed based on actual costs of time (labor) and materials (T&M). ■ All contract documents including: Special Provisions; Contract / Agreement; Subcontractors Listing; Bonds; Non- Collusion Affidavit; Construction Quality Assurance (CQA); correspondence, etc.
• Disadvantaged Business Enterprises (DBE) Compliance
• Relevant permits and requirements from local governments or regulatory agencies • Appropriate reference specifications, standards, and standard plans Notice to Proceed and contract time accounting procedure and documentation • Equipment and material submittal log. The construction contract shall be reviewed for submittal requirements, and due dates shall be established based on the construction schedule.
• Correspondence log
• Progress payment format in compliance with Caltrans/City standards • Project personnel and emergency phone numbers
• Contract change order documentation and approval procedures • Daily construction report, supplemented by daily materials sampling and testing reports prepared on printed forms
• Required safety documentation and equipment
• Project photograph log
■ Record drawing format
■ Progress meeting format
• Pre -construction meeting format
13 Review Traffic Control Plans I Southstar will review the traffic control plan submitted by the Contractor to ensure the proposed traffic control measures provide proper notification and delineation to allow safe passage through/around the construction zone. Southstar will also focus on ensuring the plan will provide reasonable access to properties with minimal interruption and inconvenience to the traveling public. Southstar will prepare a list of recommended modifications, as applicable. Such recommended modifications will be discussed with the City and Caltrans to confirm compliance with requirements prior to sharing with the Contractor. Once a final traffic control plan is approved, the Contractor will be closely monitored by Southstar to verify compliance and make necessary improvements in the field.

Site Safety I Nothing is more important than the safety of the construction team and the general public. The Southstar team will review the Contractor's Safety Plan and Injury and Illness Prevention Program (IIPP) for compliance and applicability to the Project conditions. While the Contractor has sole responsibility for compliance with safety requirements, Southstar continuously monitors the Contractor's compliance during construction activities and will document and report any deficiencies and will direct the Contractor for immediate correction.

Additionally, Southstar team monitor and enforce debris handling and disposal plans, hazardous materials communication plans, emergency action plans, job hazard analysis, incident and inquiry reports and monthly safety reports. We conduct weekly tailgate safety meetings and attend the Contractor's scheduled safety meetings. Our efforts focus on prevention to make sure we maintain a safe work environment for the contractor, subcontractors, inspectors, field personnel, visiting Caltrans/City staff, and the public at large. Southstar's commitment to total safety excellence throughout all projects was instituted by establishing safety as a core value. To achieve Southstar goal of zero incidents, all employees are required to actively participate in Southstar Safety Trainings as required by individual projects. Additionally, the Southstar Team will develop a Code of Safe Practices specific to the project. This document is intended to cover all aspects of project safety, including personal protective equipment (PPE) and work in and around traffic. All project personnel are required to read and sign -off on the Project Specific Code of Safe Practices. Weekly safety tailgate meetings are conducted in accordance with California Division of Occupational Safety and Health (Cal/OSHA) regulations, and meeting minutes are kept on file.

Utility and Outside Agency Coordination I The RE can be responsible for alerting all affected utility companies, school administrators, Water District, Police Department, Fire Department, Trash Services, and Public Transportation Agency for the pre -construction meeting and during construction. Additionally, the RE can review the scope of work with each utility company at the pre -construction meeting, review possible conflicts, and work with each utility to ensure that specific needs of the project are understood. The RE can also coordinate with utility companies to expedite the identification of any unknown utilities found during exaction, and he will coordinate any relocation work by utility companies after notifying the Caltrans/City.

SWPPP I Southstar will be responsible for verifying water pollution control regulations, erosion and sedimentation processes, BMP installation and maintenance, dewatering operations, sampling and analysis, contract administration for water pollution control, and reviewing storm water pollution prevention plans. The team provides recommendations for improvements to the BMP installation and functionality on a daily basis during their regular inspection activities.

Environmental Compliance I Resident Engineer will coordinate with the Blackhawk for all environmental compliance and inspections depending on the requirements needed in the Projects' environmental document.
14 Project Schedule I The Southstar team will review and approve the Contractor's Critical Path Method (CPM) schedule. Southstar is fully able to use Primavera P6 and Microsoft Project software to review, monitor, and analyze the contractor's schedule. Updates to the schedule will be reviewed monthly against the project baseline schedule, progress will be verified and any potential issues causing delay to the project will be identified and mitigated ahead of the delay actually occurring.

Document Control I Southstar follows a Caltrans compliant standardized filing and document control system. The team will document all communications with the contractor in correspondence and daily diaries. The team will receive all correspondence, prepare and transmit responses and coordinate with applicable parties as required. All project filing will be in compliance with the Caltrans Local Assistance Procedures Manual, Caltrans Construction Manual and with any City filing system requirements.

Communications and Correspondence I Southstar will prepare a communication protocol as approved by Caltrans and the City. Our OE will log all communication, provide timely responses as stated by the communication protocol, seek approval from Caltrans and the City when appropriate, certify contract compliance, and communicate all submittals.

Public Relations I Southstar's public outreach support team will assist the City in successfully keeping the public informed about the project through to project construction. This may include preparation of social media graphics/videos/content, reviewing the contractor's scheduled activities for impacts to the community/commuters, and contributing to public awareness with the goal of minimizing the inconvenience to the community.

Construction Observation and Inspection I Southstar will provide a full team of inspectors needed to oversee the contractor's activities. Responsibilities of the construction inspectors include, but are not limited to:
• Performing daily on -site observations of the progress and quality of construction to determine if work being performed is in general conformance with contract documents, all applicable laws, codes, and ordinances.
■ Identifying actual and potential problems associated with Project and recommending sound engineering solutions.
• Reviewing plans, specification, and other contract and construction -related documents.

Inspectors will intimately study these documents along with traffic control plans, construction schedules, sequences, and permit requirements. Understanding all the details of these resources will guide the inspectors when ensuring the contractor's compliance.
• Maintain photographs of the pre -construction phase, during the construction phase, and the post -construction phase
• Attend pre -construction meetings, weekly and monthly (if necessary) meetings, and discuss any concerns that may lead to budget or scheduling issues. Inspectors will create and submit a "Weekly Statement of Calendar/Working Days" as requested by Caltrans/City.
15 • Coordinate with the Contractor to discuss the plans, specifications, and regulations to ensure the contractor is complying.
• Provide inspections to ensure encroachment permittees about non-compliance and correct compliance problems as they arise. Inspector will then notify the encroachment permittees when these problems arise.

The field inspector's daily diaries will contain full documentation and photographs of the work performed. Consistent and accurate written and photo documentation of all field activities is of paramount importance in protecting the agency against contractor claims and costly contract change orders. Per the Caltrans/City's request, the daily diaries will include site and weather conditions; traffic control measures taken by contractors; labor, equipment and materials used; quantity of work performed; and major incidents/safety violations.
• Consistently review construction progress schedules to verify the project is on track and within budget. The inspectors will notify the Contractor should any deviations occur, and they will formulate a plan to bring the project back on track.

Monitoring the contractor's daily work for safety, quality, public convenience, and compliance with contract documents.
• Coordination with the Materials Testing unit to review soil compaction and materials testing certifications of compliance. The Inspector will also coordinate with the Caltrans/City's Acceptance Testing and Independent Assurance Program firms to ensure the quality of work once completed. Monitoring of change order work. • Monitor utility relocation, minimize utility conflict delays, and potent relocations. Inspectors will report any potential delays or relocations to the agency. ■ Coordinate with the Contractor and Public Outreach Liaison to discuss access to surrounding businesses and residential areas.
• Ensure safety compliance in the field, for the surrounding public, and report any failing safety measures to the City.
• Monitor and maintain compliance with the City's National Pollutant Discharge Elimination System (NPDES). Ensure environmental compliance of other local Cities, County, State, and Federal regulations.
• Maintaining data for change orders and tracking the time of dispute, the time of the contractor's notification, and what the inspector will do. • Provide technical support, prepare and submit necessary documentation for approval by the Caltrans/City and attend meetings as required in order to receive authorization from the City to construct the project.
• Maintaining awareness of water discharge requirements. Monitoring Contractors compliance with applicable regulations and applicable required construction contract provisions.
16 ■ Coordinate with the Contractor and construction manager to provide complete measurements and calculations to administer progress payments and make recommendations for payments
• Performing field measurements of the contractor's work and recording them in quantity calculation sheets that will be the basis for contractor's payments. • Ensure the Contractor submits all certified payroll reports with monthly progress payment requests. The inspector will also coordinate with the labor compliance officer to ensure these reports are compliant with both federal and state prevailing wage regulations. Also, the inspector will verify the labor and hours reported by the Contractor's based on their daily diaries and inspection reports.
• Submit as -built plans to the Caltrans/City once the project is completed. • Making punch -lists, conducting final inspections and close-out encroachment and construction/excavation permits.

Cost Control System I Each month, the team will prepare progress payments for all work completed by the Contractor for review and processing by Caltrans/City. The team will also review progress reports and inventory of materials -on -hand. Effective change order administration is imperative for controlling cost and schedule on any construction project. The goal is to provide timely direction to the Contractor while assuring that the costs of changes are fair and reasonable to both the Contractor and Caltrans/City. The Southstar team has an excellent record of resolving construction issues at the lowest possible level and prior to completion of the project. The team is skilled at examining issues and maintaining detailed project documentation which mitigate potential claims by the Contractor.

Change Orders I Change Orders can be requested by the Contractor after the discovery of a field conflict or can be initiated by the Caltrans/City for a change of scope. The team will determine the merit, scope, estimated cost and schedule impacts to the project as a result of potential contract change orders requested by the contractor, and provide recommendations to Caltrans/City. The team will also negotiate change orders as directed by the City in case there is addition or change in scope by Caltrans/City. The team will attempt to avoid all unnecessary contract change orders, and when necessary, we will consult with the Caltrans/City prior to its preparation. Caltrans/City's preferred method of payment for contract change orders should begin by agreeing on a price, identifying all potential claims, tracking and monitoring unresolved claims, and implementing claims avoidance processes.

Materials Testing I Southstar will coordinate with our Materials Testing subconsultant to provide quality assurance material sampling and testing services to support the project as needed. The materials field inspector will provide periodic or continuous observation and perform sampling and testing of in strict accordance with published standard testing procedures, the project Technical Specifications, and as directed by the Caltrans/City. During construction, their field inspector will meet each shift with the Southstar's lead inspector to discuss the day's operations. The test results for each material will be processed into a standard report format and sent to the Resident Engineer within the timeline established by the project Technical Specifications. A summary of all acceptance testing will be maintained and updated throughout the project. Constant coordination between Southstar field inspector and laboratory personnel ensures that time -sensitive tests are performed and reported promptly.
17 Final Inspection and Punch -list I Southstar will deliver a final completed project to City and Caltrans in compliance with the plans, specifications, and estimate (PS&E) package, and all applicable codes, permits and standards. The Team will perform final inspections and issue punch -lists of incomplete work, monitor punch list completion, coordinate final project acceptance with the Caltrans/City and other stake holders, close out the project's files and turn them over to the Caltrans/City with the project's as -built plans and work with the Caltrans/City in coordinating, completing and filing all invoicing and necessary documentation to ensure proper and full reimbursement of funds.

Proposed Final Estimate I The RE can lead or assist in the preparation the Proposed Final Estimate and obtain Contractor's concurrence. This document shall be provided after resolution of any open claims.

Project Report I A Final Project Report will be created that identifies the construction of the project, the final cost of construction including construction management and administration, a list of all Contract Change Orders, a list of Construction Claims and the result of each after resolution, and photo and video documentation of construction.

As -Built Drawings I The Southstar team will maintain a red -lined set of "As -Built" plans in the construction field office documenting as -built conditions. At the end of construction, the As -Built drawings will be reviewed to confirm all changes to the plans are accurately documented.

Following the review, they will be transmitted to the designer to be updated into the electronic plan set with the Caltrans/City's signature and transmitted for archiving.

Final Walkthrough I Southstar will perform final inspections and issue punch -lists of incomplete or deficient work. Southstar will monitor punch -list completion, and issue a notice of substantial completion. Subject to delegation of authority by the City, Southstar will schedule and conduct a final walkthrough with the City and Caltrans, Contractors, and design engineers. Southstar will coordinate the execution of any required corrections resulting from the final walkthrough. Once all corrections are addressed, Southstar will coordinate final project acceptance with City and applicable local agencies and utilities.

Final Acceptance I Southstar will recommend for final acceptance of the Project after the contractors have corrected deficient work and satisfied all contract conditions. Then will deliver a final completed project to the Caltrans/City which is in compliance with the plans, specifications, and estimate (PS&E) package, and all applicable codes and permits. 18 EXHIBIT B

PAYMENT RATES AND SCHEDULE

GENERAL
The tasks described in Exhibit A will be performed on a time and materials basis, as needed to efficiently and successfully manage construction of the project. The Total Fee is based on the estimated time needed to complete the work and rates shown in Exhibit B. Actual cost shall not exceed the Total Fee without prior authorization from the City.

TotalFee.... .......... . . . ........_..............................................................$968,813.40 19 8
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1-15 CONGESTION RELIEF
Circulation Project
Project Description: This project includes the design and construction of a single auxiliary lane, northbound Interstate 15 (1-15) connecting the Temecula Parkway on -ramp to the Rancho California Road off -ramp.

Benefit: This project provides an operational improvement to relieve congestion on northbound 1-15. It represents one of several operational improvements identified by the Move 1-15 Regional Task Force to address congestion on 1-15.

Core Value: Transportation Mobility and Connectivity
Project Status: Project is in the design and environmental clearance phase.

Department: Public Works - Account No. 210.265.999.5800.PW19-02 / 609 Level: I
City of Temecula
Fiscal Years 2024-28
Capital Improvement Program

TE IE UL
VALLEY
Project Cost:

Prior Years
Actuals
2023-24
2022-23 Adopted 2024-25 2025-26 2026-27 2027-28
Adjusted Budget Projected Projected Projected Projected Total Project
Cost
5801-Administration
157,416
237,611 80,000
475,027
5804-Construction
6,074,443 287,000
6,361,443
5805-Construction Engineering
1,020,000
1,020,000
5802-Design & Environmental
1,240,292
161,948
1,402,240
Total Expenditures
1,397,708
7,494,002 367,000
9,258,710
Source of Funds:
4001-General Fund
1,542,267
366,443
1,908,710
4078-Reimbursement-Pechanga IGA
2,500,000
2,500,000
4438-Reimbursements
100,000
100,000
4484-SHOPP
1,250,000
1,250,000
4473-TUMF (CETAP/RCTC)
3,500,000
3,500,000
Total Funding
4,142,267
4,750,000 366,443
9,258,710
Future Operating & Maintenance Costs:

Total Operating Costs
Notes :

1. SHOPP - State Highway Operation and Protection Program and Minor Program

2. RCTC Agreement No. 22-73-032-00; City Agreement 2022-035

3. Reimbursement of $100,000 reflects contribution from the City of Murrieta 74 Item No. 11

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works/City Engineer DATE: November 14, 2023
SUBJECT: Approve First Amendment to Agreement with Pacific Striping, Inc. for Citywide Repainting of Traffic Striping
PREPARED BY: Stacey Biddle, Management Assistant
RECOMMENDATION: That the City Council approve the first amendment to the agreement with Pacific Striping, Inc. for Citywide Repainting of Traffic Striping, in the amount of $300,000, for a total agreement amount of $2,241,500.

BACKGROUND: On April 23, 2019, City Council approved a Minor Maintenance Agreement for Citywide Repainting of Traffic Striping with Pacific Striping, Inc., for Fiscal Years 2020-2024, in the amount of $1,764,926, and a contingency for additional work in the amount of $176,574, for a total agreement of $1,941,500.

Pacific Striping, Inc. currently provides biannual painting of citywide traffic striping, including on -call and emergency call -out services, as needed, throughout the city. This Amendment will increase the Payment amount by $300,000 for a total agreement amount of $2,241,500, The original term of the Agreement will remain in effect through June 30, 2024.

Pacific Striping, Inc. has proven to be one of our most reliable contractors, providing exceptional service at a competitive price. Staff recommends the approval of the First Amendment to the agreement with Pacific Striping, Inc., to continue striping services for the city.

FISCAL IMPACT: Adequate funds are available in the Annual Operating Budget (AOB), in the Department of Public Works, Maintenance Division for FY 2023-24.

ATTACHMENTS: First Amendment

FIRST AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND PACIFIC STRIPING, INC.

CITYWIDE REPAINTING OF TRAFFIC STRIPING
THIS FIRST AMENDMENT is made and entered into as of November 14, 2023 by and between the City of Temecula , a municipal corporation (hereinafter referred to as "City"), and Pacific Striping, Inc., a Corporation (hereinafter referred to as "Contractor"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. This Amendment is made with the respect to the following facts and purposes:
a. On July 1, 2019, the City and Contractor entered into that certain Agreement entitled "Agreement for Minor Maintenance Services," in the amount of $1,941,500.00.
b. The parties now desire to increase the payment in the amount of $300,000, and to amend the Agreement as set forth in this Amendment.

2. Section 3 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby amended to read as follows:

The City agrees to pay Contractor monthly, in accordance with the payment rates and schedules and terms set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. The FIRST Amendment amount shall not exceed Three Hundred Thousand Dollars ($300,000) for additional citywide painting of traffic striping services for a total Agreement amount of Two Million, Two Hundred Forty -One Thousand and Five Hundred Dollars ($2,241,500.00).

3. Except for the changes specifically set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. 06/09/2021

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY OF TEMECULA
By:

Zak Schwank, Mayor
ATTEST:

By:

Randi Johl, City Clerk
APPROVED AS TO FORM:

By:

Peter M. Thorson, City Attorney
PACIFIC STRIPING, INC.
(Two Signatures of corporate officers required unless
corporate documents authorize only one person to sign the agreement on behalf of the corporation.)
By:

Scott F sher, President
By:

Greg Fisher, Secretary/Treasurer

CONTRACTOR
Pacific Striping, Inc.

Attn: Scott Fisher
P.O. Box 1691
Whittier, CA. 90609
Ph. 562-945-7805
pacstripe ctmail.com
City Purchasing Mgr.

Initials and
Date:
08/09/2021

Item No. 12

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: November 14, 2023
SUBJECT: Approve Third Amendment to Agreement with Inland Empire Property Services for Weed Abatement Services
PREPARED BY: Brandon Rabidou, Principal Management Analyst RECOMMENDATION: That the City Council approve the third amendment to the agreement with Inland Empire Property Services for weed abatement services, in the amount of $100,000, for a total agreement amount of $400,000.

BACKGROUND: The City of Temecula contracts with Inland Empire Property Services to conduct weed abatement services in the City. Weed abatement services minimize the volume of combustible materials in the City to reduce the likelihood of fires. The proposed amendment is necessary to address increased weed abatement costs associated with a wetter than normal year and the streamlining of weed abatement services amongst multiple departments.

FISCAL IMPACT: The proposed amendment will have no additional fiscal impacts on the City as the proposed work has been adequately budgeted in 001.162.611.5440.

ATTACHMENTS: Third Amendment

THIRD AMENDMENT TO AGREEMENT BETWEEN

CITY OF TEMECULA AND INLAND EMPIRE PROPERTY SERVICES

WEED ABATEMENT SERVICES
THIS THIRD AMENDMENT is made and entered into as of October 12, 2023, by and between the City of Temecula , a municipal corporation (hereinafter referred to as "City"), and Inland Empire Property Services, a Corporation (hereinafter referred to as "Contractor"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. This Amendment is made with the respect to the following facts and purposes a. On May 1, 2020, the City and Contractor entered into that certain Agrearnent entitled "Agreement for Weed Abatement Services," in the amount of $200,000.00. b. On November 10, 2020 the City and Contractor entered into the First Amendment to that certain Agreement entitled "Agreement for Weed Abatement Services," to increase the payment in the amount of $25,000.00.

C. On May 9, 2023 the City and Contractor entered into the Second Amendment to that certain Agreement entitled "Agreement for Weed Abatement," to increase the payment in the amount of $75,000.00.
d. The parties now desire to increase the payment in the amount of $100,000.00 and to amend the Agreement as set forth in this Amendment.

2. Section 6 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby amended to read as follows:

The Third Amendment amount shall not exceed One Hundred Thousand Dollars and Zero Cents ($100,000.00), for additional weed abatement services for a total Agreement amount of Four Hundred Thousand Dollars and Zero Cents ($400,000.00)

3. Exhibit B to the Agreement is hereby amended by adding thereto the items set forth on Attachment "A" to this Amendment, which is attached hereto and incorporated herein as though set forth in full.

4. Except for the changes specifically set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect.

O8/09/2021

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY OF TEMECULA
By:

Zak Schwank, Mayor
ATTEST:

By:

Randi Johl, City Clerk
APPROVED AS TO FORM:

Inland Empire Property Services
By:

President
y• 4, 0, 2 2,
Serena Maciel, Chief Financial Officer
By: _
Peter M. Thorson, City Attorney CONTRACTOR
Inland Empire Property Services
Attn: Charles Maicel
Moreno Valley, CA 92552
[email protected]
951-924-6905
City Purchasing Mgr.

Initials and
Date:
2 08/09/2021

ATTACHMENT A

EXHIBIT B
Cost for services shall be as per Consultant's proposal attached hereto and incorporated herein as though set forth in full but in no event shall the total cost of services exceed $400,000.00 for the total term of the agreement unless additional payment is approved as provided in the Payment section of this agreement.

CITY OF TEMECULA
WEED ABATEMENT 2020 BID

PRICE PROPOSALS
Description
Price
Notes
Mnwng
5155 00
Prr Ar re
Mowrg Minimum t baige
5185 DO
Parre!s less than 1 at nclude;
handwork
Hand Weed fat ng
$S5 no
Per Man PP( Hour
Tree Trimming
$5s 00
Per Man Per Hour
Oust Control
520000
Per Hour / Plus Water Cost
Spr,cial uquipmenl Bobcat
sms 00
Per Hour / d hour Minimum
Special Equipment Doter
570000
Per Hour / 4 Hour Minimum
Trash aemoval
510500
Per Cubic Yard
Dead Vegetation Removal
5101100
Per Cubic Yird
concrete Removal
5200 00
Per Ion
Bags of Irish Remoal
$1?.00
Per Bag
0,mp fees
Actual Cost
Receipt Required
Adminlstration fee
$12 00
Per Invoice rile
Wilt include
2 invoice copies
1 Contrartor Worksheet
A Map of property completed
At least 2 before photos
and 2 after photos
{ Submitted In a secured tab file
folder,_
3 08/09/2021

Item No. 13

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works / City Engineer DATE: November 14, 2023
SUBJECT: Approve Fifth Amendment to Agreement with David Evans and Associates, Inc. for the Diaz Road Expansion Project, PW17-25
PREPARED BY: Amer Attar, Engineering Manager
Nino Abad, Senior Civil Engineer
RECOMMENDATION: That the City Council:

Approve the fifth amendment to the agreement with David Evans and Associates, Inc., in the amount of $100,000, for additional contingency in support of the professional design and environmental services of the Diaz Road Expansion Project, PW17-25; and

2. Increase the City Manager's authority to approve extra work authorizations by $100,000.

BACKGROUND: On October 22, 2019, the City Council approved the agreement for consultant services with David Evans and Associates, Inc. to provide professional design and environmental services for the Diaz Road Expansion Project, PW 17-25. The agreement, including all prior amendments, is in the amount of $733,312 plus $452,611 of contingency under the City Manager's authority.

Several extra work authorizations have been issued for services including additional traffic studies and VMT analysis, environmental studies, project phasing, additive bidding, and environmental permitting. Additional engineering and environmental services are needed to address permitting through the US Army Corps of Engineers, Riverside County Flood Control and Water Conservation District, and the California Environmental Quality Act (CEQA). Additionally, some minor redesign work is required to accommodate the Eastern Municipal Water District sewer line project on Diaz Rd along with additional coordination required with the ACOE Murrieta Creek Phase IIB project. At this time, it is necessary to increase the contingency funds for additional and unforeseen work tasks.

This fifth amendment adds $100,000 in contingency and allows for performing additional services under the agreement through extra work authorization(s). Approval of the fifth amendment results

in an agreement amount of $733,312 and a contingency amount of $552,611, for a total encumbrance of $1,285,923.

FISCAL IMPACT: The Diaz Road Expansion Project is identified in the City's Capital Improvement Program (CIP) Budget for Fiscal Years 2024-28, and is funded with DIF (Street Improvements), Measure S, and TUMF (WRCOG). There are sufficient project funds to cover the cost of $100,000 associated with the fifth amendment.

ATTACHMENTS: 1. Fifth Amendment

2. Project Description

FIFTH AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND [DAVID EVANS AND ASSOCIATES, INC.

PW17-25 DIAZ ROAD EXPANSION
(Agreement No. 19-258)
THIS FIFTH AMENDMENT is made and entered into as of November 14, 2023, by and between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and David Evans and Associates, Inc., a Corporation (hereinafter referred to as "Consultant"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

This Amendment is made with the respect to the following facts and purposes:
a. On October 22, 2019, the City and Consultant entered into that certain Agreement entitled "Agreement for Consultant Services," in the amount of $733,312.00, plus contingency in the amount of $73,331.20
b. On January 20, 2021, the City and Consultant entered into the First Amendment to the Agreement to increase the contingency in the amount of $100,000.00.

C. On July 27, 2021, the City and Consultant entered into the Second Amendment to the Agreement to increase the contingency in the amount of $100,000.00. d. On May 24, 2022, the City and Consultant entered into the Third Amendment to the Agreement to increase the contingency in the amount of $59,279.80. e. On January 24, 2023, the City and Consultant entered into the Fourth Amendment to the Agreement to increase the contingency in the amount of $120,000.00. f. The parties now desire to increase the contingency in the amount of $100,000.00, and to amend the Agreement as set forth in this Amendment.

2. Section 6 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby amended to read as follows:

The City agrees to pay Consultant monthly, in accordance with the payment rates and schedules and terms set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. The FIFTH Amendment amount shall not exceed One Hundred Thousand Dollars and Zero Cents ($100,000.00), to increase contingency for a total Agreement amount of One Million Two Hundred Eighty -Five Thousand, Nine Hundred Twenty -Three Dollars and Zero Cents ($1,285,923.00).

3. Except for the changes specifically set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. 08/09/2021

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

CITY OF TEMECULA
By
Zak Schwank, Mayor
ATTEST:

By
Randi Johl, City Clerk
APPROVED AS TO FORM:

DAVID EVANS AND ASSOCIATES, INC.

By:

Mark Minjr, Vice President
By:

Gavin Powell, Associate
By:

Peter M. Thorson, City Attorney CONSULTANT
David Evans and Associates, Inc.

Attn: Gavin Powell
41951 Remington Avenue, Suite 220
Temecula, CA 92590
(951) 294-9346
[email protected]
2 08/09/2021

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Wine Country

DIAZ ROAD EXPANSION
Circulation Project
Project Description: Converts Diaz Road into a Major Arterial (4 Lanes Divided) classification, between Cherry Street and Rancho California Road.

Improvements will be added to Diaz Road on its current alignment as shown in the Roadway Plan of the General Plan's Circulation Element. This project includes the design, environmental clearance, right of way acquisition, and construction necessary to complete the 2.2 mile segment, which will be developed and constructed in phases: Phase 1: Diaz Road from Winchester Rd to Rancho California Rd and Phase 2: Diaz Road from Cherry Street to Winchester Rd.

Benefit: This project improves traffic circulation by expanding an important north -south arterial on the west side of the City and completes a portion of the designated Western Bypass.

Core Value: Transportation Mobility and Connectivity
Project Status: Phase 1 is in the design and environmental clearance phase.

Construction of Phase 1 is anticipated in the Summer of 2024 Department: Public Works - Account No. 210.265.999.5800.PW17-25 / 521 Level: III
City of Temecula
Fiscal Years 2024-28
Capital Improvement Program
Project Cost:

Prior Years
Actuals
2022-23
Adjusted
2023-24
Adopted 2024-25
Budget Projected
2025-26 2026-27
Projected Projected
2027-28
Projected
Total Project
Cost
5801-Administration
140,787
91,248
50,000
139,478
421,513
5804-Construction
8,000,000
352,376
2,800,000
11,152,376
5805-Construction Engineering
720,000
255,000
975,000
5802-Design & Environmental
884,268
405,210
270,000
280,000
1,839,478
5806-MSHCP
400,000
140,000
540,000
Total Expenditures
1,025,055
9,616,458
672,376 -
3,614,478
14,928,367
Source of Funds:
4242-DIF-Street Improvements
590
590
4170-Measure A
10,628
3,564,372
3,575,000
4002-Measure S
171,445
1,328,555 672,376
2,172,376
4472-TUMF (WRCOG)
627,745
4,938,178
5,565,923
4452-Unspecified
3,614,478
3,614,478
Total Funding
810,408
9,831,105 672,376 - 3,614,478
14,928,367
Future Operating & Maintenance Costs:

Total Operating Costs
68 Item No. 14

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works / City Engineer DATE: November 14, 2023
SUBJECT: Approve List of Prequalified Bidders and Authorize the Solicitation of Design - Build Proposals for Ronald Reagan Sports Park Hockey Rink Project, PW22-06 PREPARED BY: Nino Abad, Senior Civil Engineer
Kellen Freeman, Assistant Engineer
RECOMMENDATIONS: That the City Council:

1. Approve the list of prequalified bidders; and

2. Authorize the Department of Public Works to solicit proposals for design -build services from the list of prequalified bidders for the Ronald Reagan Sports Park Hockey Rink Project, PW22-06.

BACKGROUND: The Ronald Reagan Sports Park Hockey Rink is an existing facility located within Ronald Reagan Sports Park at 30875 Rancho Vista Road. For many years, the hockey rink has been utilized by Temecula Valley Inline Hockey Association (TVIHA) to run its youth league.

At this time the hockey rink and associated amenities are in need of various upgrades and repairs.

The Ronald Reagan Sports Park Hockey Rink Project, PW22-06 proposes to upgrade the existing facility by resurfacing the play surface with sports tiling and replacement of portions of the existing dasher board around the rink. The project also includes construction of a new roof structure over the existing rink which will include lighting and a new scoreboard. Various ADA improvements to the bleachers and pathway from the parking lot to the facility are also included. Staff has determined that the design -build method of project delivery is the most appropriate contracting method for this project.

As required for "Local Agency Design -Build Projects" per the California Public Contract Code (PCC) Section 22164, on September 27, 2023 the Department of Public Works posted a Request for Qualifications on the City's online bid site, PlanetBids. On October 18, 2023 the City received two (2) timely pre -qualification submittals from the following firms:

1. Byrom -Davey, Inc.

2. De La Secura Inc

Staff reviewed the submittals, deemed several irregularities immaterial, and determined that all firms met or exceeded the minimum scoring criteria for prequalification. Therefore, it is the recommendation of staff that the City Council approve the firms above to be included on the Shortlist of Pre -Qualified Firms to provide all necessary design -build services for the project.

FISCAL IMPACT: Ronald Reagan Sports Park Hockey Rink Project, PW22-06 is included in the City's Capital Improvement Program (CIP) Budget for Fiscal Year 2024-28 and is funded with Measure S. Approving the list of qualified firms and authorizing the solicitation of design -build Services has no fiscal impact. Staff will evaluate design -build documents, design - build proposals, and assess the fiscal impacts, and make a recommendation to City Council at a future date.

ATTACHMENTS: 1. Project Description

2. Project Location

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The Heart of Southern California
Wine Country

RONALD REAGAN SPORTS PARK HOCKEY RINK
Parks/Recreation Project
Project Description: This project will include the renovation of the existing hockey rink to install new flooring material and arena style roof structure.

Benefit: This project will upgrade the existing aging facility and provide state- of-the-art recreation opportunity for the City's residents.

Core Value: Healthy and Livable City
Project Status: This project is in the scoping/design phase.

Department: Public Works - Account No. 210.265.999.5800.PW22-06 / 223 Level: I
City of Temecula
Fiscal Years 2024-28
Capital Improvement Program
Project Cost:

Prior Years
Actuals
2023-24
2022-23 Adopted 2024-25 2025-26 2026-27 2027-28
Adjusted Budget Projected Projected Projected Projected Total Project
Cost
5801-Administration
10,000 255,000
265,000
5804-Construction
1,613,875
1,613,875
5805-Construction Engineering
30,000
30,000
5802-Design & Environmental
76,125
76,125
5809-Information Technology
100,000
100,000
Total Expenditures
1,700,000 385,000
2,085,000
Source of Funds:
4002-Measure S 1,700,000 385,000 2,085,000
Total Funding 1,700,000 385,000 2,085,000
Future Operating & Maintenance Costs:

Total Operating Costs
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RONALD REAGAN SPORTS PARK ROLLER HOCKEY RINK - CITY OF TEMECULA ILI
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DAVID EVANS
Q AN°ASSOCIATES INC.
4141 E. Inland Empire Blvd., Suite 250
° Ontario, CA 91764
Phone: 909.481.5750

Item No. 15

ACTION MINUTES

TEMECULA COMMUNITY SERVICES DISTRICT MEETING

COUNCIL CHAMBERS
41000 MAIN STREET

TEMECULA, CALIFORNIA
OCTOBER 24, 2023
CALL TO ORDER at 7:30 PM: President James Stewart
ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart
CSD PUBLIC COMMENTS -None

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

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

13. Approve Action Minutes of October 10, 2023
Recommendation: That the Board of Directors approve the action minutes of October 10, 2023.

14. Approve Revised Community Services Department Policies Recommendation: That the Board of Directors approve the revised Community Services Department policies.

CSD DIRECTOR OF COMMUNITY SERVICES REPORT

CSD GENERAL MANAGER REPORT

CSD BOARD OF DIRECTORS REPORTS

CSD ADJOURNMENT
At 7:32 PM, the Community Services District meeting was formally adjourned to Tuesday, November 14, 2023 at 4:30 PM for a Closed Session, with a regular session commencing at 6:00 PM, City Council Chambers, 41000 Main Street, Temecula, California.

James Stewart, President
ATTEST:

Randi Johl, Secretary
[SEAL]

Item No. 16

CITY OF TEMECULA

AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: November 14, 2023
SUBJECT: Introduce Ordinances Amending Title 17 of the Temecula Municipal Code to Implement the Programs in the City's Housing Element and Amending Accessory Dwelling Unit Regulations
PREPARED BY: Mark Collins, Assistant Planner
RECOMMENDATION: That the City Council introduce the following ordinances entitled:

ORDINANCE NO.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA AMENDING TITLE 17 OF THE TEMECULA

MUNICIPAL CODE TO IMPLEMENT THE PROGRAMS IN
THE CITY' S HOUSING ELEMENT BY (1) ADDING

DEFINITIONS FOR AGRICULTURAL EMPLOYEE HOUSING,

EMPLOYEE HOUSING, FAMILY DAY CARE HOME, LARGE

FAMILY DAY CARE HOME, LOW BARRIER NAVIGATION
CENTER AND SMALL FAMILY DAY CARE HOME, (2)

PROVIDING THAT EMPLOYEE HOUSING AND

AGRICULTURAL EMPLOYEE HOUSING ARE PERMITTED
USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3)

PROVIDING THAT RESIDENTIAL CARE FACILITIES FOR

THE ELDERLY (SEVEN OR MORE) ARE PERMITTED USES
IN THE HR, RR, VL, L-1, L-2, LM, AND HR-SM ZONES, (4)

PROVIDING THAT RESIDENTIAL CARE FACILITIES
(SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR,
VL, L-1, L-2, LM, M, AND HR-SM ZONES, (5) PROVIDING

THAT COMMUNITY CARE FACILITIES ARE PERMITTED IN
ALL RESIDENTIAL ZONES, (6) ADDING SUPPORTIVE
HOUSING STANDARDS, (7) PROVIDING THAT

SUPPORTIVE HOUSING, TRANSITIONAL HOUSING AND

LOW BARRIER NAVIGATION CENTERS ARE PERMITTED
USES IN THE NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO-5, PDO-6, PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING

THAT TRANSITIONAL HOUSING AND SUPPORTIVE
HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO-12

AND PDO-15 ZONES, (9) UPDATING EMERGENCY SHELTER
PARKING STANDARDS, (10) REVISING REASONABLE
ACCOMMODATION REGULATIONS, (11) REVISING

PARKING STANDARDS FOR MULTI -FAMILY RESIDENTIAL
USES WITH 12 UNITS OR LESS, (12) MAKING OTHER

REVISIONS TO CONFORM WITH CHANGES IN STATE LAW,
AND (13) MAKING A FINDING THAT NO FURTHER

ENVIRONMENTAL REVIEW IS REQUIRED UNDER

CALIFORNIA ENVIRONMENTAL QUALITY ACT
GUIDELINES SECTION 15162
ORDINANCE NO.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
TEMECULA AMENDING CHAPTER 17.23 OF TITLE 17 OF

THE TEMECULA MUNICIPAL CODE PERTAINING TO

ACCESSORY DWELLING UNIT (ADU) REGULATIONS AND
PROVIDING THAT ADUS ARE PERMITTED IN THE PDO-5,
PDO-7, PDO-9, PDO-10, PDO-11, PDO-12, AND PDO-15

ZONES, AND REVISING ADU REGULATIONS, AND

MAKING A FINDING THAT THE ORDINANCE IS EXEMPT

FROM ENVIRONMENTAL REVIEW PURSUANT TO PUBLIC
RESOURCES CODE SECTION 21080.17
SUMMARY OF ORDINANCES: Staff has prepared two separate ordinances implementing the Housing Element programs. The Housing Element Implementation Ordinance amends Title 17 of the Temecula Municipal Code to implement the Housing Element programs pertaining to agricultural employee housing, employee housing, family day care homes, low barrier navigation centers, residential care facilities (seven or more), community care facilities, transitional housing, emergency shelters, reasonable accommodation, and multi -family residential parking standards.

The Accessory Dwelling Unit (ADU) Update Ordinance amends the City's accessory dwelling unit ordinance in compliance with State law as committed to in the Housing Element. The ordinances were considered as one ordinance by the Planning Commission, but have been bifurcated for consideration by the City Council. They are being presented as two separate Ordinances as the City is required by Government Code §65852.2(h) to provide a copy of its ADU Ordinance to the California Department of Housing and Community Development (HCD) within 60 days of adoption. Listed below is a summary of the proposed changes to the Municipal Code:

Changes to Title 17
Housing Element Implementation Ordinance
Section 17.34.010 (Definitions and illustrations of terms

"A" Definitions — Add definitions for "Agricultural employee housing" and "Agricultural use"

2. "E" Definitions — Add definition for "Employee housing"

3. "F" Definitions — Amend the definitions of "Family day care home"

4. "L" Definitions — Add definitions for "Large family day care home" and "Low barrier navigation center"
"S" Definitions — Add definition for "Small family day care home" Section 17.03.040 (Public Hearing and notification

6. Add subsection "G" entitled "Public Hearings for Housing Development Projects" Table 17.06.030 (Residential Districts

7. Add "Employee housing" and "Agricultural employee housing" as a permitted use in all residential zoning districts except Hillside Residential — Santa Margarita (HR-SM) and adds Footnote 14 and 15. Add "Community Care Facility" as a permitted use in all residential zoning districts. Amend Table 17.06.030 to provide that "Residential Care Facilities (Seven or More)" are permitted uses in the HR, RR, VL, L-1, L-2, LM, M and HR-SM zones and that "Residential Care Facilities for the Elderly (Seven or More)" are permitted uses in the HR, RR, VL, L-1, L-2, LM, and HR-SM zones Table 17.06.040 (Development Standards — Residential Districts

8. Add Footnote 6 to "Maximum percent of lot coverage" cell within the table Section 17.06.080 (Hillside development standards

9. Amend paragraph 15 to include reference to the State Board of Forestry and Fire Protection adopted General Guidelines
Section 17.06.090 (Objective design standards — Multifamily and mixed -use development)

10. Add language requiring projects submitted under state mandated streamlined review comply with the adopted Objective Design Standards
Chapter 17.06 (Residential Districts)

11. Add section 17.06.100 (Streamlined review)

12. Add Section 17.06.110 (Supportive housing)

Table 17.08.030 (Schedule of Permitted Uses Commercial/Office/Industrial Districts)

13. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as permitted uses in the NC, CC, HT, SC and PO zones and add Footnotes 13, 14, and 15
Section 17.10.020 (Supplemental development standards)

14. Amend Subsection R(7) to include language that prohibits parking requirements for emergency shelters greater than what is required of a residential or commercial use in the same zone
Table 17.12.030 (Schedule of Permitted Uses — Public/Institutional Districts)

15. Amend the table to add "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as permitted uses and add Footnotes 5, 6, and 7 Table 17.22.116 (Schedule of Permitted Uses Margarita Road Planned Development Overlay District — 2)

16. Amend the table to add "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as permitted uses and add Footnotes 5, 6, and 7 Table 17.22.136B (Schedule of Permitted Uses Temecula Creek Village Planned Development Overlay District - 4)

17. Amend the table to add "Low Barrier Navigation Center" and "Supportive housing" as permitted uses and "Transitional Housing" as a conditionally permitted use and add Footnotes 9, 10, and 11
Section 17.22.146 (Use regulations Rendezvous Planned Development Overlay District — 5)

18. Amend the section to include language permitted "Low barrier navigation centers," "Supportive housing," and "Transitional housing"
Section 17.22.164 (Planning areas) of Article VII (Rancho Pueblo Planned Development Overlay District (PDO-6))

19. Amend the section to include language permitting "Low barrier navigation centers," "Supportive housing," and "Transitional housing"
Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District — 7 Description of Use Area)

20. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 3, 4, and 5

Table 17.22.196 (Schedule of Permitted Uses De Portola Road Planned Development Overlay District — 8)

21. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 7, 8, and 9 Table 17.22.216B (Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District — 10)

22. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 6, 7, and 8 Section 17.22.226 ( Use Regulations Mira Loma Planned Development Overlay District — 11)

23. Amend the section to include language permitted "Supportive Housing" and "Transitional Housing"
Section 17.22.246 (Use Regulations Walcott Estates Planned Development Overlay District — 12)

24. Amend the section to include language permitted "Supportive Housing" and "Transitional Housing"
Table 1 Schedule of Permitted Uses of Section 17.22.276 (Use Regulations) of Article XV (Gateway Planned Development Overlay District — 14)

25. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 3, 4, and 5 Section 17.22.294 (Use Regulations Cypress Ridge Planned Development Overlay District — 15)

26. Amend the section to include language permitted "Supportive Housing" and "Transitional Housing"
Section 17.03.065 (Reasonable Accommodations)

27. Amend Section 17.03.065 to address commitments made by the City in its Housing Element to ensure that the reasonable accommodation ordinance is not a constraint on housing choice for persons with disabilities.

Section 17.03.090(B) (Appeals)

The proposed ordinance would amend the appeals section to include language that would allow the Director of Community Development to refer an application for reasonable accommodation directly to the Planning Commission.

Table 17.24.040 of Section 17.24.040 (Parking requirements)

28. Amend the table to reduce parking requirements for multi -family residential developments with less than 12 units by 1/2 space per unit
Accessory Dwelling Unit Update Ordinance
Section 17.22.146 (Use Regulations) of Article VI (Rendezvous Planned Development Overlay District (PDO-5))
Amend the section to include language permitting Accessory Dwelling Units (ADU's), "Low barrier navigation centers," "Supportive housing," and "Transitional housing" Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Overlay District — 7 Description of Use Area)

2. Amend the table to include "Accessory Dwelling Units" as a permitted use in all planning areas, "Low Barrier Navigation Center" and "Supportive housing" as a permitted use in Planning Area 2, and "Transitional Housing" as a conditionally permitted use in all planning areas and add Footnotes 2, 3, 4, and 5
Table 17.22.216(B) Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District — 10

3. Amend the table to include "Accessory Dwelling Units," "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 5, 6, 7, and 8
Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District — 11)

4. Amend the section to include "Accessory Dwelling Units," "Supportive housing," and "Transitional Housing" as a permitted use
Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District — 12)

5. Amend the table to include "Accessory dwelling units," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 3, 4, and 5 Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District — 15)

6. Amend the section to include "Accessory Dwelling Units," "Supportive housing," and "Transitional Housing" as a permitted use
Chapter 17.23 (Accessory Dwelling)

7. Section 17.23.020 (Definitions.) Amend the definitions of Attached ADU and Detached ADU to specify that they can be connected to an existing structure (garage) as well as the residence itself.

8. Section 17.23.050 (ADU standards.) Amend the height restrictions for ADU's, specify ADU's cannot be sold, transferred or assigned separately than the primary dwelling unit unless developed by a qualified nonprofit corporation and limit the enforcement of front yard setbacks that would preclude the construction of an eight hundred square foot ADU.

BACKGROUND: The City of Temecula City Council adopted the Municipal Code in January 1990. Since its adoption, the City Council has periodically made amendments to various sections of the Code to improve its clarity, make corrections and implement state law. The proposed amendments to the Temecula Municipal Code include amendments to Title 17 (Zoning).

City staff met with the Planning Commission General Plan Update Ad Hoc Subcommittee on September 20, 2023 (Chairperson Turley-Trejo and Ruiz).

City staff met with the City Council General Plan Update Ad Hoc Subcommittee on October 24, 2023 (Mayor Pro Tern Stewart and Councilmember Alexander).

Pursuant to Government Code Section 65800, the Planning Commission is required to review and make recommendations to the City Council regarding zoning regulations and amendments to Title 17 Zoning (Development Code) of the Temecula Municipal Code. Both ordinances were presented as a single ordinance at a public hearing to the Planning Commission on October 18, 2023, and Resolution No. 2023-18 was adopted recommending the City Council adopt the proposed ordinance. The entirety of that proposed Ordinance has been separated into two Ordinances, a Housing Element Implementation Ordinance and an ADU update Ordinance. The purpose of the separation is the requirement of Government Code, § 65852.2(h) which requires municipalities submit all ADU ordinances to HCD for review within sixty (60) days of adoption.

FISCAL IMPACT: There will be no direct fiscal impact due to the adoption of this ordinance, however the increase of residences permitted under this ordinance will increase demand for City services and in turn increase cost to the City but are unknown at this time.

ATTACHMENTS: 1. Ordinance - Housing Element Implementation

2. Ordinance - Accessory Dwelling Unit Update

3. Planning Commission Resolution No. 2023-18

4. Notice of Exemption

5. Notice of Public Hearing

ORDINANCE NO.2023-

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF TEMECULA AMENDING TITLE 17 OF THE

TEMECULA MUNICIPAL CODE TO IMPLEMENT THE
PROGRAMS IN THE CITY'S HOUSING ELEMENT BY (1)

ADDING DEFINITIONS FOR AGRICULTURAL

EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY

DAY CARE HOME, LARGE FAMILY DAY CARE HOME,

LOW BARRIER NAVIGATION CENTER AND SMALL
FAMILY DAY CARE HOME, (2) PROVIDING THAT

EMPLOYEE HOUSING AND AGRICULTURAL

EMPLOYEE HOUSING ARE PERMITTED USES IN THE
HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3)

PROVIDING THAT RESIDENTIAL CARE FACILITIES

FOR THE ELDERLY (SEVEN OR MORE) ARE
PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, AND
HR-SM ZONES, (4) PROVIDING THAT RESIDENTIAL

CARE FACILITIES (SEVEN OR MORE) ARE PERMITTED
USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND HR-SM
ZONES, (5) PROVIDING THAT COMMUNITY CARE

FACILITIES ARE PERMITTED IN ALL RESIDENTIAL
ZONES, (6) ADDING SUPPORTIVE HOUSING
STANDARDS, (7) PROVIDING THAT SUPPORTIVE

HOUSING, TRANSITIONAL HOUSING AND LOW

BARRIER NAVIGATION CENTERS ARE PERMITTED
USES IN THE NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO- 5, PDO-6, PDO-7, PDO-10, AND PDO-14 ZONES, (8)

PROVIDING THAT TRANSITIONAL HOUSING AND

SUPPORTIVE HOUSING ARE A PERMITTED USE IN THE
PDO-11, PDO-12 AND PDO-15 ZONES, (9) UPDATING
EMERGENCY SHELTER PARKING STANDARDS, (10)

REVISING REASONABLE ACCOMMODATION
REGULATIONS, (11) REVISING PARKING STANDARDS
FOR MULTI -FAMILY RESIDENTIAL USES WITH 12
UNITS OR LESS, (12) MAKING OTHER REVISIONS TO
CONFORM WITH CHANGES IN STATE LAW, AND (13)

MAKING A FINDING THAT NO FURTHER

ENVIRONMENTAL REVIEW IS REQUIRED UNDER

CALIFORNIA ENVIRONMENTAL QUALITY ACT
GUIDELINES SECTION 15162

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

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

A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code.

B. The code amendments are being made to ensure the Temecula Municipal Code is amended in conformity with the housing programs that the City committed to when it adopted the 2021-2029 Housing Element and amendments needed to conform to changes in State law.

Section 2. Procedural Findings. The City Council of the City of Temecula does hereby find, determine, and declare that:

A. On October 18, 2023, the Temecula Planning Commission considered this Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter.

B. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission adopted Resolution No. 2023-18 recommending approval of the Ordinance by the City Council.

C. On November 14, 2023, the City Council, at a regular meeting, considered the Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter.

D. Following the public hearing, the City Council considered the entire record of information received at the public hearings before the Planning Commission and City Council.

Section 3. Further Findings. The City Council of the City of Temecula in approving the proposed Municipal Code amendments hereby makes the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code:

A. The use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the General Plan; The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. Inclusion of Agricultural Employee and Employee housing furthers Policy 1.2 of the Housing Element which is to, "Encourage residential development that provides a range of housing types in terms of cost, density, unit size, configuration, and type, and presents the opportunity for local residents to live and work in the same community by balancing jobs and housing types." Inclusion of Residential Care Facilities, Residential Care Facilities for the Elderly, Community Care Facilities implements Goal 2 of the Housing Element which is to, "Provide housing for people of different economic segments and with special needs." Addition of Supportive Housing, Transitional Housing, and Low Barrier Navigation Centers furthers Goal 5 of the Housing Element which is to, "Affirmatively further fair housing, providing equal housing

opportunity for all residents in Temecula." Implementation of revised reasonable accommodations, revised parking standards, and implementing a streamlined review process all further Goal 3 of the Housing Element, which is to, "Reduce and/or remove governmental and nongovernmental constraints in the maintenance, improvement, and development of housing, where appropriate and legally possible." The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing.

B. The proposed use is in conformance with the goals, policies, programs and guidelines of elements of the General Plan;
The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing.

C. The proposed use is to be established and maintained in a manner which is consistent with the General Plan and all applicable provisions contained therein; The Ordinance has been designed to be consistent with State Housing Law, the federal Fair Housing Act, the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and all applicable provisions contained therein.

Section 4. Subsection A ("A" Definitions and Illustrations) of Section

17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add new definitions to read as follows, with all other provisions of Section 17.03.010 remaining unchanged:
"Agricultural employee housing" means housing for agricultural workers that may include, but is not limited to, conventionally constructed units and manufactured housing consisting of no more than 36 beds in group quarters (or 12 units or less) designed for use by a single family or household. "Agricultural use" means land with a minimum lot size of five (5) acres that is used for the purpose of producing an agricultural commodity for commercial purposes. Agricultural commodity means any and all plant and animal products produced in this state for commercial purposes. An agricultural use can occur wholly, or in part, in a greenhouse.

Section 5. Subsection E ("B" Definitions and Illustrations) of Section

17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add a new definition to read as follows:
"Employee housing" has the same meaning as set forth in Health and Safety Code section 17008.

Section 6. Subsection F ("F" Definitions and Illustrations) of Section

17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to amend the definition of "Family day care home" as follows:

"Family day care home" means a home (a detached single-family dwelling, a townhouse, a dwelling unit within a dwelling, or a dwelling unit within a multifamily dwelling in which the underlying zoning allows residential uses) which that regularly provides care, protection, and supervision of fourteen or fewer children, in the provider's own home, whether the home is rented, leased or owned, for periods of less than twenty-four hours per day, while the parents or guardians are away. This includes large family day care homes and small family day care homes." Section 7. Subsection L ("L" Definitions and Illustrations) of Section

17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add new definitions as follows:
"Large family day care home" means a facility that provides care, protection, and supervision for 7 to 14 children, inclusive, including children under 10 years of age who reside at the home, as set forth in Health and Safety Code Section 1597.465.
"Low barrier navigation center" means a Housing First, low -barrier, service -enriched shelter focused on moving people into permanent housing that provides temporary living facilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing. "Low Barrier" means best practices to reduce barriers to entry, and may include, but is not limited to, the following: 1) the presence of partners if it is not a population - specific site, such as for survivors of domestic violence or sexual violence, women, or youth; 2) pets; 3) the storage of possessions; 4) privacy, such as partitions around beds in a dormitory setting or in larger rooms containing more than two beds, or private rooms." Section 8. Subsection S ("S" Definitions and Illustrations) of Section

17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add a new definition as follows:
"Small family daycare home" means a facility that provides care, protection, and supervision for eight or fewer children, including children under 10 years of age who reside at the home, as set forth in Health and Safety Code Section 1597.44."
Section 9. A new paragraph "G" entitled "Public Hearings for Housing Development Projects" is hereby added to Section 17.03.040 (Public hearing and notification) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows, with all other provisions of Section 17.03.040 remaining unchanged:
"G. Public Hearings for Housing Development Projects. In accordance with California Government Code Section 65905.5 the City may not conduct more than five (5) public hearings on a housing development project if the project complies with the objective general plan and zoning standards in effect at the time an application is deemed complete. For purposes of this paragraph G, a "public hearing" shall have the same meaning as set forth in Government Code Section 65905.5(b)(2); and a "housing development project" shall have the same meaning as set forth in Government Code Section 65905.5(b)(3). This paragraph (G) shall remain in effect only until January 1, 2034, and as of that date is repealed." 4 Section 10. Table 17.06.030 "Residential Districts" of Section 17.06.030 (Use regulations) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a line under "Residential" to read as follows (with additions shown in underlined text and deletions shown in underlined text), with all other provisions of Table 17.06.030 remaining unchanged:

Description of Use
HR
RR
VL
L-1
L-2
LM
M
H
HR-
SM9
Residential
Employee housing14
P_
P_
P_
P_
P
P_
P_
P
-
Agricultural employee
P
P
P
P
P
P
P
P
=
housing 15
Community care facility
P
P
P_
P
P
P
P
PP
Residential care facilities
(seven or more)
EP
EP
EP
C-P
C-P
C-P
EP
P
C-P
Residential care facilities
for the elderly (seven or
more
GP
EP
EP
EP
C-P
EP
P
P
EP
Footnote 14: Employee housing providing accommodations for six or fewer employees shall be deemed a single-family structure with a residential land use designation. Employee housing providing accommodations for seven or more employees shall be considered a multifamily use and shall only be permitted in the medium density and high density residential zones.

Footnote 15. Agricultural employee housing is a residential land use for land designated for agricultural use. An agricultural use is defined in Section 17.34.010.

Section 11. A new Footnote 6 is added to Table 17.06.040 "Development Standards - Residential Districts" of Section 17.06.040 (Development Standards) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows (with additions shown in underlined text), with all other provisions of Table 17.06.040 remaining unchanged:

HR
RR
VL
L-1
L-2
LM
M 5
W
HR-SM
Other requirements
Maximum percent of
10%
15%
20%
25%
25%
35%
35%
30%
Subject
lot coverage
to
Section

17.06.080
Footnote 6: The lot coverage requirement may be reduced to the extent it would physically preclude a housing development project as defined in Government Code Section 65589.5(h)(2) 5 consisting of three to 10 units from achieving the floor area ratios allowed pursuant to Government Code Section 65913.11.

Section 12. Paragraph (F)(15) of Section 17.06.080 (Hillside development standards) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.06.080 remaining unchanged:
"15. A fuel modification plan consistent with the General Guidelines for Creating Defensible Space adopted by the State Board of Forestry and Fire Protection, February 8, 2006 "General Guidelines"), or the most current edition of the General Guidelines." Section 13. Section 17.06.090 (Objective design standards -Multifamily and mixed -use development.) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text):
"Any housing development project that, pursuant to state law; requires ministerial approval or streamlined review, or where the housing development project is subject to discretionary review, but a specific plan or a planned development overlay zoning district (PDO) does not otherwise set forth objective design standards applicable to the project shall comply with the Temecula Objective Design Standards for Multifamily and Mixed -Use Developments." Section 14. A new Section 17.06.100 (Streamlined review) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows:
"17.06.100 Streamlined review
The City shall conduct a streamlined review of projects that are eligible under Government Code section 65913.41 and 65912.100 et seq., or any other State mandated streamlined review." Section 15. A new Section 17.06.110 (Supportive housing) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows:
"Section 17.06.110 Supportive housing
A. Purpose. The purpose of this section is to allow supportive housing, as defined in Government Code Section 65582, consistent with State law to ensure equality of treatment for all residential uses regardless of the occupant. Supportive housing is generally described as permanent housing linked to a range of support services designed to enable residents to maintain stable housing.

B. Applicability and Standards.

(1) Supportive housing shall be permitted by right in any zone where multifamily and mixed uses are permitted if the proposed housing development satisfies all requirements of Government Code Section 65651(a).
(2) If the supportive housing development is located within one-half mile of a public transit stop, no parking spaces are required for the units occupied by supportive housing residents per Government Code Section 65654.
(3) Supportive housing shall comply with objective development standards and policies that apply to other multifamily development within the same zone. In the event of a conflict between the standards of this section and the standards of the underlying zone, the standards in this section shall apply.

C. Processing of Application.
(1) The following time frames apply to the processing of a supportive housing application, unless different time frames are set forth in Government Code section 65653. The City shall notify the applicant whether the application is complete within 30 days of receipt of an application to develop supportive housing. The City shall complete its review of the application within 60 days after the application is complete for a project with 50 or fewer units, or within 120 days after the application is complete for a project with more than 50 units. If any of these timeframes are modified by State law, then State law shall govern."
Section 16. Table 17.08.030 (Schedule of Permitted Uses Commercial/Office/Industrial Districts) of Section 17.08.030 (Use Regulations) of Chapter 17.08 (Commercial/Office/Industrial Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text and deletion shown in strikethrough text) with all other provisions of Table 17.08.030 remaining unchanged:

Description of Use
NC
CC
HT
SC
PO
BP
LI
L
Low Barrier Navigation Center13
P
P
P
P
P
-
-
Supportive housin 14
- P
C-P
-P
-P
C-P
-
-
Transitional housin 15
-P
C-P
-P
-P
C-P
-
-
Footnote 13. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662.

Footnote 14. Supportive housing shall comply with Section 17.06.110.

Footnote 15. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. To determine whether the type of transitional housing proposed is a permitted or conditionally permitted use, see the different residential types in the chart above."

Section 17. Subsection R(7) of Section 17.10.020 (Supplemental development standards) of Chapter 17.10 (Supplemental development standards) of Title 17 (Zoning) is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.10.020 remaining unchanged:
"7. A minimum of one parking space for every ten beds, plus one-half parking space for each bedroom designated for families with children, plus one parking space for each employee/volunteer on duty, shall be maintained. The number of parking spaces may be reduced by twenty-five percent if the shelter is located within one thousand feet of a public transit stop.

Bicycle rack parking shall also be provided at the facility. Notwithstanding the foregoing, these standards shall not apply if they require more parking for emergency shelters than other residential or commercial uses in the same zone."
Section 18. Table 17.12.030 (Schedule of Permitted Uses — Public/Institutional Districts) of Section 17.12.030 (Use regulations) of Chapter 17.12 (Public/Institutional Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.12.030 remaining unchanged:

Description of Use
Public/Institutional District PI
L
Low Barrier Navigation Centers
P
S
Supportive housing
P
T
Transitional housing?
P
Footnote 5. A low barrier navigation center shall be permitted by right in the PI zone only if the nroiect meets the criteria set forth in Government Code section 65662.

Footnote 6. Supportive housing shall comply with Section 17.06.110.

Footnote 7. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type.

Section 19. Table 17.22.116 (Schedule of Permitted Uses Margarita Road Planned Development Overlay District - 2) of Article III (Margarita Road Planned Development Overlay District — 2) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add new rows under "Residential" to read as follows, with all other provisions of Table 17.22.116 remaining unchanged:

Description of Use
PDO-2
Residential
Low Barrier Navigation Center
PS
Supportive housing
P6
Transitional housing
P7

Footnote 5. A low barrier navigation center is permitted by if the project meets the criteria set forth in Government Code section 65662.

Footnote 6. Supportive housing shall comply with Section 17.06.110. Supportive housing in single-family detached and duplex (two-family dwellings) are permitted only with the approval of the planning commission to ensure compliance with objective design standards.

Footnote 7. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type.

Section 20. Table 17.22.136B (Schedule of Permitted Uses Temecula Creek Village Planned Development Overlay District — 4) of Section 17.22.136 (Use Regulations) of Article V (Temecula Creek Village Planned Development Overlay District — 4) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.22.136 remaining unchanged:

Description of Use
PD04R
PD04V
L
Low barrier navigation center9
P
-
S
Supportive Housinglo
P
-
T
Transitional housings s
C
-
Footnote 9. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662.

Footnote 10. Supportive housing shall comply with Section 17.06.110.

Footnote 11. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type.

Section 21. Section 17.22.146 (Use Regulations) of Article VI (Rendezvous Planned Development Overlay District (PDO-5)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text):
"A. Only multifamily residential land uses shall be allowed in the PDO.

B. Low barrier navigation centers shall be permitted by right if the project meets the criteria set forth in Government Code section 65662.

C. Supportive housing shall comply with Section 17.06.110 and shall be permitted by right in a multifamily residential use.

D. Transitional housing shall be permitted by right in a multifamily residential use."

Section 22. Planning Area B - Rancho Pueblo Professional Center of Section

17.22.164 (Planning areas) of Article VII (Rancho Pueblo Planned Development Overlay District (PDO-6)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.22.164 remaining unchanged:
"PLANNING AREA B - RANCHO PUEBLO PROFESSIONAL CENTER
The site may contain a well -coordinated mix of professional office and other use types, including:

Medical and professional office;

2. Self -storage facilities;

3. Assisted living facilities;

4. Senior living facilities.

5. Supportive housing shall comply with Section 17.06.110 and shall be permitted by in a multifamily residential use.

6. Transitional housing shall be permitted by right in a multifamily residential use.

7. Low barrier navigation centers shall be permitted by right in a multifamily residential use.

The site is organized around the central main street, Rancho Pueblo Road, which traverses the middle of the site, from its western terminus at Highway 79, shared with the Rancho Community Church and Schools site to the west, to its interim eastern terminus at the PDO eastern boundary; secondary access is also provided via the right -in right -out road connecting to Highway 79 at the eastern boundary of the site. - In addition, a connection for Rancho Pueblo Road to the east is provided in planning area B.

Development parcels are located along and accessed from Rancho Pueblo Road, which bisects the site in an east -west direction. Some access may also be provided, at a suitable distance from Highway 79, from the right -in, right -out access road connecting to Highway 79, at the eastern end of the site. Parcels along Highway 79 have their front yards, with appropriate setbacks, designated along Highway 79, while the parcels to the rear of the site front onto Rancho Pueblo Road.

Main entries of buildings, especially those along the Highway 79 frontage, will be oriented towards the interior of the site to keep the amount of parking on the exterior boundaries of the site to a minimum. Buildings fronting onto Highway 79 will be variably setback and spaced along the right- of-way line to provide a combination of visually interesting relationships with respect to access and movement of vehicles and pedestrians within the site. Whenever possible, cluster groups or pairs of buildings around shared, central courtyards to promote a more village -like atmosphere.

Figure 5A illustrates a representative development pattern, while Figure II (see Section

17.22.172(A)(3)), illustrates how the shared landscaped areas can as pedestrian gathering places, serving adjacent buildings.
10 L __j t I
..........
•iFnw� FF +14'•
�I
r
Fig. 5A Planned Development Overlay PA01-0522
Conceptual Illustrative Land Use Plan —Rancho Pueblo Professional Center" Section 23. Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District - 7 Description of Use Area) of Section 17.22.186 (Use Regulations) of Article VIII (Linfield Christian School Planned Development Overlay District -7) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows, with all other provisions of Table 17.22.18613 remaining unchanged:

Description of Use
Area 1A, 1B,
1C & 1D (EI)
Area 2 (ER)
Area 3A &
3B (PI)
L
Low Barrier Navigation Center
P
S
SjipportiyLhousin&4
-
P
-
T
Transitional housings
C
C
C
Footnote 3. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65562.

Footnote 4. Supportive housing shall comply with Section 17.06.110.

Footnote 5. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. To determine whether the type of transitional housing 191

proposed is a prohibited, permitted or conditionally permitted use, see the different residential types in the chart above."
Section 24. Table 17.22.196 (Schedule of Permitted Uses De Portola Road Planned Development Overlay District - 8) of Section 17.22.196 (Use Regulations) of Article IX (De Portola Road Planned Development Overlay District -8) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with the remainder of Table

17.22.196 remaining unchanged:

Description of Use
PDO-8
L
Low Barrier Navigation Center
P
S
Supportive housinga
P
T
Transitional housing9
P
Footnote 7. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65562.

Footnote 8. Supportive housing shall comply with Section 17.06.110.

Footnote 9. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type.

Section 25. Table 17.22.216(B) Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District-10 of Section 17.22.216 (Use Regulations) of Article XI (Temecula Education Center Planned Development Overlay District - 10) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.22.216(B) remaining unchanged:

Description of Use
PDO-10
L
Low Barrier Navigation Center
P
S
Supportive housing?
P
T
Transitional housing $
P
Footnote 6. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662.

Footnote 7. Supportive housing shall comply with Section 17.06.110. 12 Footnote 8. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type.

Section 26. Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District -11) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text):
"The Mira Loma planned development overlay district (PDO-11), located along Mira Loma Drive and Rancho Vista Road, is intended to provide for the development of sixty-two single-family detached homes on condominium lots on 7.4 acres with a proposed density of 8.4 du/ac and a maximum permitted density of 10.0 du/ac. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adoption of supplemental performance standards that have been provided to ensure compatibility with the adjacent neighborhoods. Supportive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be permitted by right in single family homes."
Section 27. Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District -12) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"The Walcott Estates planned development overlay district (PDO-12), located between Walcott Lane and Butterfield Stage Road, is intended to provide for the development of forty-five single- family detached homes on fee owned lots, on 25.13 gross acres, with a proposed density of 1.8 dwelling units per gross acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Supportive housing that complies with Section 17.06.110 shall be aapermitted use. Transitional housing shall be permitted by right in single family homes." Section 28. Table 1 Schedule of Permitted Uses of Section 17.22.276 (Use Regulations) of Article XV (Gateway Planned Development Overlay District -14) of Chapter

17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Section 17.22.276 remaining unchanged:

Description of Use
PA1 and PA2
L
Low barrier navigation center
P
13 S
Supportive housin 4
P
T
Transitional housings
P
Footnote 3. Permitted by right if the project meets the criteria set forth in Government Code section 65662.

Footnote 4. Supportive housing shall comply with Section 17.06.110.

Footnote 5. Multi -family transitional housing is permitted b. right.

Section 29. Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District -15) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"The Cypress Ridge planned development overlay district (PDO-15), located within Pechanga Parkway, Loma Linda Avenue and Temecula Lane, is intended to provide for the development of two hundred forty-five single-family detached and attached homes within fee simple condominium unit boundaries, on 22.7 gross acres/20.18 net acres, with a proposed average density of 12.14 dwelling units per net acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Supportive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be permitted by in single family homes." Section 30. Section 17.03.065 (Reasonable Accommodations) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in underlined text):
"17.03.065 Reasonable accommodations.

A. Purpose and Intent. It is the purpose and intent of this section to provide flexibility in the gpplication of the City of Temecula Municipal Code for individuals with a disability, when flexibility is necessary to eliminate barriers to housing opportunities. This section will facilitate compliance with federal and state housing laws through procedures for considering requests for reasonable accommodations in the application of the city's zoning and land use regulations, policies, and practices pursuant to the federal Fair Housing Act (codified in Section 3604(1)(3) of Title 42 of the United States Code), and the California Fair Employment and Housing Act codified in Section 12955 et seq. of the California Government Code), which prohibit local ,governments from refusing to make accommodations in policies and practices=when needed to provide an individual with a disability an equal opportunity to use and enjoy a dwelling in the city. 14 B. Applicability. A request for reasonable accommodation may include a modification or exception to the rules, standards, and practices for the siting, development and use of housing or housing -related facilities that would eliminate regulatory barriers and provide an individual with a disability equal opportunity for housing of their choice.

B C. Definitions. The following terms as used in this section shall, unless the context clearly indicates otherwise, have the following meanings:
"Applicant" means a persan individual, business, or organization making a written request to the city for reasonable accommodation in the strict application of the city's zoning and land use laws, rules, policies, practices and/or procedures.
"Development code" means the city of Temecula development code as set forth in this title. "Director" or "planning director" means the director of planning. " " pefsea-�Person with a disability" means an individual who has a physical or mental impairment that limits one or more of that person's major life activities; anyone who is regarded as having such impairment; or anyone who has a record of having such an impairment.

Such an impairment shall not include an individual's current, illegal use of a controlled substance unless that individual has a separate disability.
"Fair Housing Laws" means the "Federal Fair Housing Act" (42 U.S.C. Section 3601, et seq.), the Americans with Disabilities Act (ADA), and the "California Fair Employment and Housing Act" (California Government Code Section 12900, et seq.), as these statutes now exist or may be amended from time to time, and each Act's implementing regulations. "Fundamental alteration" in the land use and zoning context has the same meaning as defined in the Fair Housing Laws and interpretive case law.
"Reasonable accommodation" in the land use and zoning context means any deviation, waiver or other modification requested and/or granted from the strict application of the city's zoning and land use ordinances, laws, rules, regulations, policies, practices and/or procedures for the siting, development and/or use of housing or housing related facilities, when the deviation, waiver or other modification is necessary to eliminate barriers to housing opportunities for the use and eniovment of an individual resident's housing of their choice. "Undue financial or administrative burden" in the land use and zoning context has the same meaning as defined in the Fair Housing Laws and interpretive case law.

GD. Authority of the Planning Director. The planning director is hereby designated to approve, nditio„ally evegpprove with modifications, or deny, without public hearing, all applications for a reasonable accommodation with respect to land use and zoning ordinances, laws, rules, regulations, policies, practices and/or procedures.

DE. Notice to the Public of Availability of Accommodation Process. Notice of the availability of reasonable accommodations shall be prominently displayedpublic information counters in the planning zoning and building departments, and City Clerk's office, and on the city's website, 15 advising the public of the availability of the procedure for eligible individuals. Forms for requesting reasonable accommodation shall be available to the public in those departments, from the city's ADA coordinator, and on the city's website.

F. Procedure for Application Review.

1. Applicant. A request for a reasonable accommodation may be made by any person with a disability, his or her representative, or a developer or provider of housing for individuals with a disability.

2. Application. An application for a reasonable accommodation shall be made on a form provided by the planning department. The application form shall include a checklist of materials, reports, developments, plans, and written information to be provided by the applicant.

No fee shall be required for a request for reasonable accommodation, but if the project requires another discretionary permit, then the prescribed fee shall be paid for all other discretionary permits. If an individual needs assistance in making the request for reasonable accommodation, the city will provide assistance to ensure that the process is accessible.

3. Other Discretionary Permits. If the project for which the request for reasonable accommodation is made requires another discretionary permit or approval (including but not limited to, design review, conditional use permit, variance or subdivision), the applicant may file the request for reasonable accommodation together with the application for the other discretionary permit or approval. The processing procedures of the discretionary permit shall govern the joint processing of both the reasonable accommodation and the discretionary permit.

4. Required Submittals. An application for a reasonable accommodation shall include the following:
a. Documentation that the applicant is: (i) a person with a disability, (ii) applying on behalf of one or more persons with a disability, or (iii) a developer or provider of housing for one or more persons with a disability;
b. The name and address of the individual(s) requesting the reasonable accommodation;
C. The name and address of the property owner(s);
d. If the applicant is someone different than the property owner, a letter of aeencv or authorization signed by the owner consentiniz to the application being made:
e. The address and current use of the property for which accommodation is requested;
e f. A description of the reasonable accommodation requested by the applicant, and the ordinance, law, regulation, policy, practice or procedure for which accommodation is sought;
1ri

f.g. An explanation of how and why the specific reasonable accommodation requested by the applicant is necessary to provide the individual(s) with a disability an equal opportunity to use and enjoy the residence; gh. Where applicable, documentation that the requested accommodation is designed and constructed pursuant to Title 24 of the California Code of Regulations to allow access, circulation and full use of the building and facilities by persons with disabilities.

5. The planning director may request additional information from the applicant consistent with the Fair HousingLif the applieatien does not p ide sufficient inf ,.,Y,atio., for- the eity to iak necessary for the city to make a determination on the request for reasonable accommodation in accordance with the findings required in subsection EG. The planning director shall specify in detail the additional information that is required. In the event that a request for additional information is made, the thirty (30) day period to issue a decision as provided in Subsection (H)(2) is staved until the applicant responds to the reauest.

6. Except as otherwise required by law, any information identified by an qpplicant as confidential shall be retained in a manner so as to respect the privacy rights of the applicant and shall not be made available for Dublic inspection.

7. A request for reasonable accommodation may be filed at any time that the accommodation may be necessary to ensure equal access to housing. A reasonable accommodation does not affect an individual's obligations to comply with other applicable regulations not at issue in the requested accommodation.

E-.G. Basis for Decision on Request for Reasonable Accommodations Findings.

1. General. The written decision to approve, approve with modifications, or deny a request for reasonable accommodation shall be consistent with Fair Housing Laws and this �uhgection.

2. Findings. The written decision shall be based on the following findings, all of which are required for approval or approval with modifications:
a. The requested accommodation is requested by or on behalf of one or more persons with a disability protected under the Fair Housing Laws; b. The requested accommodation is necessary to provide one or more indivi"als persons with a disability an equal opportunity to use and enjoy a dwelling, and the housing which is the subject of the request for accommodation will be used b. s�person(s) with disabilities protected by the Fair Housing Laws;
C. The requested accommodation will would not impose an undue financial or administrative burden on the city;
d. The requested accommodation will would not result in a fundamental alteration in the nature of the city's land use and zoning program; 17 e. The requested accommodation wi44 would not, under the specific facts of the case, result in a direct threat to the health or safety of other individuals or substantial physical damage to the property of others.

23. Conditions of approval. In rig a request for reasonable accommodation, the planning director may impose any conditions of approval deemed reasonable and necessary to ensure that the reasonable accommodation will comply with the findings required by this section.

Conditions may also be imposed to ensure that any removable structures or physical design features that are constructed or installed in association with the reasonable accommodation be removed once those structures or physical design features are unnecessary to afford the individual with a disability for whom the reasonable accommodation was granted the use and enjoyment of the dwelling.
-34. None of the findings of this section are intended to supersede any other findings which might also be required for a discretionary permit that is reviewed concurrently with the request for accommodation.
2L.5. In determining whether the requested reasonable accommodation is necessary to provide one or more disable persons with disabilities an equal opportunity to use and enjoy a dwelling, pursuant to subsection (€)"(1 Kb)(G)(21(b), the city may consider, but is not limited to, the following factors:
a. Whether the requested accommodation will affirmatively enhance the quality of life of one or more ifi&vi"als persons with a disability; b. Whether the ;,,,a;.,;,a, a or indi ,:a,,a person(s) with a disability will be denied an equal opportunity to enjoy the housing type of their choice absent the accommodation; �6. In determining whether the requested reasonable accommodation would require a fundamental alteration in the nature of the city's land use and zoning program, pursuant to subsection (€)(,�(G)(?)(d), the city may consider, but is not limited to, the following factors:
a. Whether the requested accommodation would fundamentally alter the character of the neighborhood or the community in which the requested accommodation would be located;
b. Whether the accommodation would result in a substantial increase in traffic or insufficient parking when compared to the projected traffic or parking of other uses allowed by right or conditionally allowed in the subject zone district; C. Whether granting the requested accommodation would substantially undermine any express purpose of either the city's general plan or an applicable specific plan or zoning districts;

47. Rules While Decision is Pending. While a request for reasonable accommodation is pending, all laws and regulations otherwise applicable to the property that is the subject of the request shall remain in full force and effect.
18 lH. Review Authority; Notice of Decision.

1. Authority. The planning director shall have the authority to consider and act on for reasonable accommodation and shall make reasonable accommodations in rules. policies, practices, procedures or services when those accommodations may be necessary to afford one or more persons with disabilities equal opportunities to use and enjoy their dwelling consistent with the Fair HousingLaws.
aws.

2. Decision.
a. For requests for reasonable accommodation, the T4+e planning director shall issue a written determination to approve, conditionally approve, or deny a request for a reasonable accommodation within a timely manner but no later than thirty (30) days of the date of receipt of a complete application, and may (i) approve the accommodation request, GO approve the accommodation request subject to nondiscriminatory conditions of approval or other modifications, or (iii) deny the request. The planning director may, in his or her discretion, elect to refer applications that may have a material effect on surrounding properties including but not limited to, a use not allowed under the subject zoning district or en�plan, location of improvements in the front yard or setback, location of accommodation in close proximity to a use that restricts residential occupancy, accommodation that would violate a specific condition of approval, improvements are permanent, directly to the planning commission for a decision.

A complete
application shall consist of the application form with all applicable information and documentation included in or attached to the form. The city. applicant mqy mutually agree to extend the time for the planning director's decision on the application. The decision on the application shall be sent to the applicant by first class mail to the applicant, and the applicant may also request notification by an accessible format
b. For requests for reasonable accommodations involving any applications for discretionM gpproval, the application for reasonable accommodation shall be processed and considered separately from any discretionary elements of the same proposal. The planning director shall act on the request for reasonable accommodation within a timely manner but no later than thirty (30) dqys of the date of a complete application form; however, if the request for a reasonable accommodation cannot be effectuated until a final decision is rendered on the related discretionary aqpprovals, a "provisional approval" can be granted within the 30-day time frame allowing the reasonable accommodation request to be implemented, or modified as needed to obtain the same goal, at the time of the final discretionary approval, and shall become final at the same time. The applications for discretionary approval shall be separately considered and shall be subject to the procedures for consideration specified in the applicable development code section or chapter, depending on the type of application. The appropriate decision -making body shall act on all discretionary_ permits, but not the reasonable accommodation request. -23. Appeals of the director's action shall be made in accordance with Section

17.03.090, as supplemented by the following_
a. The decision by planning director on a request for reasonable accommodation not involving one or more applications for a discretionary_ permit shall become final fifteen (15) IM

calendar days after the date of the planning director's decision, unless a timely appeal is filed in accordance with Section 17.03.090(E).
b. The planning commission or the city council, as applicable, shall hear the matter and render a determination on the appeal as soon as reasonably practicable, but in no event later than either (i) ninety (90) calendar days after an appeal has been filed or (ii) fifteen (15) calendar days after the close of the appeal hearing, whichever occurs first. The city and applicant may also mutually agree to extend the time for the planning commission's or city council's decision on the appeal to a later date. All decisions on an appeal shall address and be based upon the same findings required to be made in the original decision from which the appeal is taken.

C. An appeal from the planning director's decision on a request for reasonable accommodation shall be made on a form provided by the planning department. The appeal form shall include a checklist of materials, reports, developments, plans, and written information to be provided by the appellant. No fee shall be required from an applicant for the appeal of a request for reasonable accommodation, but if the appeal is for any other discretionary permit(s), then the prescribed fee shall be paid by the appellant for such other discretionarypermit(s). If an individual needs assistance in the appeal of a decision on the request for reasonable accommodation, the city will provide assistance to ensure that the process is accessible. d. The decision on the appeal shall be sent by first class mail to the applicant and gppellant (if different), and the applicant may also request notification an accessible format. The city council's action on any appeal shall be final.
e. Nothing in this procedure shall preclude an aggrieved individual from seekingother ther
state or federal remedy available.

CAI. Expiration, Time Extension, Violation, Discontinuance, and Revocation.

1. Expiration. Any reasonable accommodation approved in accordance with the terms of this Section shall expire within twenty-four months from the effective date of the approval, or at an alternative time specified as a condition of the approval, unless:
a. A building permit has been issued and construction has commenced; b. A certificate of occupancy has been issued;
C. The use is established; or
d. A time extension has been granted.

2. Time Extension.
a. The planning director may, upon an application being filed prior to expiration and for good cause, grant a time extension of up to three one-year extensions of time.

Each extension of time shall be granted in one-year increments only. Upon granting of an extension, the planning director shall ensure that conditions of the administrative approval comply with all current development code provisions.
20 b. Notice. Notice of the planning director's decision on a time extension shall be provided in writing. All written decisions shall give notice of the right to appeal and to request reasonable accommodation in the appeals process.

C. Appeal of Determination. A time extension for a reasonable accommodation shall be final unless appealed to the city council within fourteen calendar days of the date of mailing of the determination. An appeal shall be made in writing and shall be noticed and heard pursuant to the procedures established in Section 17.03.090 of this code.

3. Discontinuance. If the disabled per -sons person with a disability for whom the reasonable accommodation was originally granted vacates the residence to which the reasonable accommodation applies, the reasonable accommodation shall remain in effect only if the planning director determines that: (a) the modification is physically integrated into the residential structure and cannot easily be removed or altered to comply with the Municipal Code; or (b) the accommodation is necessary to give another person with a disability an equal opportunity to enjoy the dwelling. The planning director may request that the applicant, or his or her successor -in -interest, provide documentation that subsequent occupants are persons with disabilities. Failure to provide such documentation within thirty days of the date of a request by the city shall constitute grounds for discontinuance by the city of a previously approved reasonable accommodation.

4. Revocation. Procedures for revocation shall be as prescribed by Section 17.03.080.

Any reasonable accommodation approved in accordance with the terms of this code may be revoked if any of the conditions or terms of such reasonable accommodation are violated, or if any law or ordinance is violated in connection therewith.

ICJ. Amendments. A request for changes in conditions of approval of a reasonable accommodation, or a change to plans that would affect a condition of approval shall be treated as a new application. The planning director may waive the requirement for a new application if the changes are minor, do not involve substantial alterations or addition to the plan or the conditions of approval, and are consistent with the intent of the original approval." Section 31. Section 17.03.090(B) (Appeals) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"B. Decisions Which May Be Appealed to Planning Commission. The following actions may be appealed to the planning commission:

1. Actions by the director of planning on approval of development permits, conditional use permits and extensions of time;

2. Actions by the director of planning on the approval of sign permits;

3. Except as otherwise provided in section 17.03.065(H)(2), any Afroother action by the director of planning for which an appeal is authorized by the Code." 21 Section 32. "Residential Uses" of Table 17.24.040 of Section 17.24.040 (Parking requirements) of Chapter 17.24 (Off-street parking and loading) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a new row to read as follows (with additions shown in underlined text and deletions shown in strikethrough text), with all other provisions of Table 17.24.040 remaining unchanged:

Table 17.24.040
Parking Spa es Require.

Description of Use
Required Number of Spaces
Residential Uses
Single-family residence
2 enclosed spaces
Duplex, triplexes
2 covered spaces/unit, plus 1 guest space/4
units
Multiple -family residential - 3 or fewer
2-5 units; 2- 1 %2 covered spaces/unit, plus 2
bedrooms (12 or less units)
guest spaces
6-12 units; 2- 1 %2 covered spaces/unit, plus 3
guest spaces
Multiple -family residential - 13 or more units
1 covered parking space plus 1.5 uncovered
parking space for 1 bedroom units. In
addition, 1 guest space for every 6 units.
1 covered parking space plus 1 uncovered
parking space for 2 bedroom units. In
addition, 1 guest space for every 6 units.
2 covered parking space 0.5 uncovered
parking space for three bedroom (or more)
units. In addition, 1 guest space for every 6
units.

A minimum of 4 guest spaces is required for
all multifamily residential with 13 or more
units.

Accessory dwelling unit
1 parking space per newly constructed
detached ADU except as otherwise provided
in Chapter 17.23. The parking space may be
provided as tandem parking on the driveway.

Mobilehome park
1 covered space/trailer site, plus 1 guest
space/2 trailer sites
Senior citizens housing complex

0.5 covered space/unit plus 1 uncovered space
per 5 units for guest parking
Congregate care housing

0.5 uncovered space/unit plus 1 uncovered
space per 5 units for guest parking
22 Section 33. Environmental Findings. The City Council hereby makes the following environmental findings and determinations in connection with the approval of the Project:

Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element on February 8, 2022. This Ordinance implements the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required.

B. To the extent that any further environmental review is required, the City Council finds that none of the conditions in CEQA Guidelines Section 15162 are present to require the preparation of a subsequent EIR or an additional Addendum, and no additional environmental review is required. The adoption of this Ordinance does not result in any new or greater environmental impacts than were previously analyzed, disclosed, and mitigated since the adoption of this Ordinance was contemplated in the programs of the Housing Element. In addition, no new information of substantial importance has surfaced since the certification of the General Plan EIR or the adoption of Addendum 2021-01.

Section 34. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation.

Section 35. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same or a summary thereof to be published and posted in the manner required by law. after passage.

Section 36. Effective Date. This Ordinance shall take effect thirty (30) days 23 PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this day of ,
ATTEST:

Randi Johl, City Clerk
[SEAL]
Zak Schwank, Mayor
24 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. 2023- was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 141h day of November, 2023, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the day of , , by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

Randi Johl, City Clerk
25 ORDINANCE NO. 2023-

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF TEMECULA AMENDING CHAPTER 17.23 OF TITLE 17

OF THE TEMECULA MUNICIPAL CODE PERTAINING

TO ACCESSORY DWELLING UNIT (ADU) REGULATIONS

AND PROVIDING THAT ADU'S ARE PERMITTED IN THE
PDO-5, PDO-7, PDO-9, PDO-10, PDO-11, PDO-12, AND PDO-
15 ZONES, AND REVISING ADU REGULATIONS, AND

MAKING A FINDING THAT THE ORDINANCE IS

EXEMPT FROM ENVIRONMENTAL REVIEW PURSUANT
TO PUBLIC RESOURCES CODE SECTION 21080.17

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

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

A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code.

Section 2. Procedural Findings. The City Council of the City of Temecula does hereby find, determine, and declare that:

D. Following the public hearing, the City Council considered the entire record of information received at the public hearings before the Planning Commission and City Council.

A. The use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the General Plan; The proposed amendments do not propose any land use that is inconsistent with the General Plan. The proposed amendments implement changes to the City's ADU policies to comply with changes to state law. The proposed amendments include changes to height limits, amended definitions of attached and detached ADU's, limits the sale or transfer of an ADU in accordance with Government Code Section 65852.26(a), and prohibit front yard setbacks that would preclude the construction of an eight hundred (800) square foot ADU.

C. The proposed use is to be established and maintained in a manner which is consistent with the General Plan and all applicable provisions contained therein; The proposed changes to Title 17 conform with the goals, policies, programs and guidelines of the elements of the General Plan. The proposed changes allow for the limited sale or transfer of an ADU, amend the definition of detached and attached ADU's, include ADU's as a permitted use in Planned Development Overlay (PDO) Zone No.'s 5, 7, 9, 10, 11 and 12 and revise ADU regulations is consistent with Goal 2 of the Growth Management/Public Facilities Element of the Temecula General Plan, which is to ensure "Orderly, and efficient patterns of growth that enhance quality of life for Temecula residents." As a relatively new home product type, ADU's further Policy 2.5 of the Growth Management/Public Facilities element of the General Plan that states, "Encourage new development that helps create and maintain a balance between jobs and housing opportunities."
Section 4. Section 17.22.146 (Use Regulations) of Article VI (Rendezvous Planned Development Overlay District (PDO-5)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text):
"E. Accessory dwelling units shall be permitted and shall meet the requirements set forth in Chapter 17.23."

Section 5. Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District - 7 Description of Use Area) of Section 17.22.186 (Use Regulations) of Article VIII (Linfield Christian School Planned Development Overlay District -7) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows, with all other provisions of Table 17.22.186B remaining unchanged:

Description of Use
Area 1A, 1B=
1C & 1D (EI)
Area 2 (ER)
Area 3A &
3B (PI)
A
Accessory dwelling unite
P
P
P
Footnote 2. Accessory dwelling units shall be permitted and shall meet the requirements set forth in Chapter 17.23.

Section 6. Table 17.22.216(B) Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District-10 of Section 17.22.216 (Use Regulations) of Article XI (Temecula Education Center Planned Development Overlay District - 10) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following row to read as follows, with all other provisions of Table 17.22.216(B) remaining unchanged:

Description of Use
PDO-10
A
Accessory dwelling units
P
Footnote 5. Accessory dwelling units shall comply with the requirements set forth in Chapter

17.23. Section 7. Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District -11) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text):
"The Mira Loma planned development overlay district (PDO-11), located along Mira Loma Drive and Rancho Vista Road, is intended to provide for the development of sixty-two single-family detached homes on condominium lots on 7.4 acres with a proposed density of 8.4 du/ac and a maximum permitted density of 10.0 du/ac. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adoption of supplemental performance standards that have been provided to ensure compatibility with the adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23."
3 Section 8. Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District -12) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"The Walcott Estates planned development overlay district (PDO-12), located between Walcott Lane and Butterfield Stage Road, is intended to provide for the development of forty-five single- family detached homes on fee owned lots, on 25.13 gross acres, with a proposed density of 1.8 dwelling units per gross acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23."
Section 9. Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District -15) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"The Cypress Ridge planned development overlay district (PDO-15), located within Pechanga Parkway, Loma Linda Avenue and Temecula Lane, is intended to provide for the development of two hundred forty-five single-family detached and attached homes within fee simple condominium unit boundaries, on 22.7 gross acres/20.18 net acres, with a proposed average density of 12.14 dwelling units per net acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23."
Section 10. Chapter 17.23 (Accessory Dwelling Units) of Title 17 (Zoning of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in strikethrough text):
"17.23.010 Purpose and applicability.

The purpose of this chapter is to implement the requirements of Government Code Sections 65852.2 and 65852.22 to allow accessory dwelling units and junior accessory dwelling units in a manner that encourages their development but simultaneously minimizes impacts on traffic, parking, density, and other areas where the city is still permitted to exercise local control.

17.23.020 Definitions.

"Accessory dwelling unit" or "ADU" has the same meaning ascribed in Government Code Section 65852.2, as the same may be amended from time to time. An accessory dwelling unit contains a kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher.
"Attached ADU" means an ADU that is constructed as a physical expansion (i.e. addition) of the primary dwelling or existing structure and shares a common wall with the primary dwelling or existing structure.
"Detached ADU" means an ADU that is constructed as a separate structure from the primary dwelling or existing structure, which does not share any walls with the primary dwelling or existing structure.
"Existing structure" means an existing single-family dwelling or other accessory structure that can be safely converted into habitable space under the California Building Standards Code, as amended by the city, and other applicable law.
"Junior accessory dwelling unit" or "JADU" has the same meaning ascribed in Government Code Section 65852.22, as the same may be amended from time to time. A junior accessory dwelling unit contains at least an efficiency kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher.
"Primary dwelling," for purposes of this chapter, means the existing or proposed single-family dwelling on the lot where an ADU would be located.
"Public transit," for purposes of this chapter, has the meaning ascribed in Government Code Section 65852.20), as the same may be amended from time to time.

17.23.030 Projects exempt —Building permit approval only A. An applicant shall not be required to submit an application for an ADU or JADU permit under this chapter, and may instead seek building permit approval for an ADU or JADU that satisfies the requirements of Government Code Section 65852.2(e)(1), as the same may be amended from time to time, and the California Building Standards Code, as amended by the city.

B. An ADU or JADU approved by a building permit only process shall be rented only for terms of thirty-one days or longer.

C. The property owner shall record a declaration of restrictions, in a form approved by the city attorney, placing the following restrictions on the property, the property owner, and all successors in interest: (i) the ADU or JADU is to be rented only for terms of thirty-one days or longer, unless State law and the city's municipal code are both amended to allow short-term rentals; (ii) the ADU or JADU is not to be sold or conveyed separately from the primary dwelling, and (iii) if there is a JADU on the property, either the JADU or primary dwelling shall be occupied by the owner of record. Proof of recordation of the covenant shall be provided to the city before the city finals the building permit.
5 D. Pursuant to Government Code Section 65852.2(e), the city shall ministerially approve an application for a building permit within a residential or mixed -use zone to create any of the following:

1. One ADU or JADU per lot with a proposed or existing single-family dwelling if all of the following apply:
a. The ADU or JADU is within the proposed space of a single-family dwelling or existing space of a single-family dwelling or accessory structure and may include an expansion of not more than one hundred fifty square feet beyond the same physical dimensions as the existing accessory structure. An expansion beyond the physical dimensions of the existing accessory structure shall be limited to accommodating ingress and egress.
b. The space has exterior access from the proposed or existing single-family dwelling. c. The side and rear setbacks are sufficient for fire and safety. d. The JADU complies with the requirements of Section 65852.22 and with the requirements set forth in subsection E below.

2. One detached, new construction ADU that does not exceed four -foot side and rear yard setbacks for a lot with a proposed or existing single-family dwelling. The ADU may be combined with a JADU described in subsection (D)(1) above. The ADU shall be no more than eight hundred square feet in size, with a height limit of sixteen feet.

3. One ADU within the portions of existing multifamily dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages, if each unit complies with state building standards for dwellings. If requested, multiple ADUs shall be allowed, up to the number of ADUs that equals twenty-five percent of the existing multifamily dwelling units in the structure.

4. Not more than two detached ADUs located on a lot that has an existing multifamily dwelling, subject to a height limit of sixteen feet and four -foot rear yard and side setbacks.

E. In accordance with the standards set forth in Government Code Section 65852.22, JADUs shall comply with the following requirements, unless state law is amended to set forth different standards in which case state law standards will govern:

1. A JADU shall be a minimum of two hundred twenty square feet and a maximum of five hundred square feet of gross floor area. The gross floor area of a shared sanitation facility shall not be included in the maximum gross floor area of a JADU.

2. A JADU must be contained entirely within the walls of the existing or proposed single-family dwelling.

3. A separate exterior entry from the main entrance to the single-family dwelling shall be provided to serve a JADU.

4. A JADU may include separate sanitation facilities, or may share sanitation facilities with the existing single-family dwelling.

5. A JADU shall include an efficiency kitchen which shall include all of the following:
a. A cooking facility with appliances.
b. A food preparation counter and storage cabinets that are of reasonable size in relation to the size of the JADU.

6. No additional parking is required for a JADU.

7. The JADU or primary residence shall be occupied by the owner of record.

8. The city shall not issue a building permit until the applicant provides a will serve letter from the local water and sewer provider. Notwithstanding the foregoing, if a private sewage disposal system is being used, the applicant must provide documentation showing approval by the local health officer in lieu of the will serve letter by the local sewer provider.

17.23.040 General requirements and application procedure.

A. Before constructing an ADU or converting an existing structure to an ADU that does not fall under the "building permit approval only" requirements in Section 17.23.030, the applicant shall obtain permits in accordance with the requirements of this section.

B. All ADUs shall satisfy the requirements of the California Building Standards Code, as amended by the city.

C. In accordance with state law, ADUs are an accessory use or an accessory structure to the primary dwelling on the lot. ADUs shall not be considered to exceed the allowable density for the lot.

D. Applications for ADUs shall be completed in accordance with Section 17.03.030 of this Development Code. The application for the ADU must be signed by the owner(s) of the parcel of land.

E. The director of community development or designee shall ministerially review and approve an ADU permit application and shall not require a public hearing, provided that the submitted application is complete and demonstrates that the ADU complies with the requirements contained in this chapter and any other applicable law.

F. ADU permit applications subject to ministerial approval shall be processed within the timelines established by California Government Code Section 65852.2. The city shall approve the ADU permit within sixty days of receiving the application, or as the deadline required by Government Code Section 65852.2 may be amended from time to time.

G. Where an ADU permit application is submitted with an application for a primary dwelling that is subject to discretionary review under this code, the ADU permit application will be

considered separately without discretionary review or a public hearing, following action on the portion of the project subject to discretionary review.

H. In addition to obtaining an ADU permit, the applicant shall be required to obtain a building permit and any other applicable construction permits prior to the construction of the ADU.

17.23.050 ADU standards.

Except those ADUs approved pursuant to Subsection 17.23.030, ADUs shall comply with the following standards:

A. Location Restrictions. One ADU shall be allowed on a lot with a proposed or existing primary dwelling that is zoned residential.

B. Development Standards.

1. Size Restrictions. If there is an existing primary dwelling, an attached ADU shall not exceed fifty percent of the gross floor area for the primary dwelling. An attached ADU that is proposed with a new primary dwelling shall not exceed one thousand two hundred square feet in floor area. A detached ADU shall not exceed one thousand two hundred square feet in floor area.

In no case shall an ADU be less than an "efficiency unit" as defined in Section 17958.1 of Health and Safety Code with respect to square footage.

2. Height Restrictions. An ADU shall not eEeeedsixteen feet ;n heig t The maximum height of any new ADU shall not exceed the following_
a. Sixteen (16) feet for a detached ADU, except as provided in subparagraphs band c below-
b. Eighteen (18) feet for a detached ADU on a lot that is within one-half mile walking distance of a major transit stop or a high -quality transit corridor, as those terms are defined in Public Resources Code Section 21155; or twenty (20) feet if necessary to accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary dwelling unit.
c. Eighteen(18) feet for a detached ADU on a lot with an existing or proposed multistory multifamily dwelling_
d. Twenty-five25) feet or the height limit applicable to the primary dwelling, whichever is less. for an attached ADU.

3. Transfer. An ADU shall not be sold, transferred, or assigned separately from the primary dwelling unless the ADU was built by a qualified nonprofit corporation and meets the additional requirements of Government Code Section 65852.26(a). ADUs-btA may be rented but The ADU shall not be used for short-term rentals for less than thirty-one days.

4. Setbacks. No setback shall be required for an ADU that is within an existing structure or new ADU that is constructed in the same location and with the same dimensions as an

existing structure. For all other ADUs, the required setback from side and rear lot lines shall be four feet. An ADU shall comply with all required front yard setbacks otherwise required by the municipal code except where the application of the front yard setback requirement would not permit construction of an eight hundred (800)square foot ADU that is sixteen (16) feet in height with four -foot side and rear yard setbacks. An ADU in the front yard setback area is only permissible if construction of the same ADU in the rear or side yard is entirely infeasible.

5. Lot Coverage. An ADU shall conform to all lot coverage requirements applicable to the zoning district in which the property is located, except where the application of the lot coverage regulations would not permit construction of an eight hundred square foot ADU that is sixteen feet in height with four -foot side and rear yard setbacks.

6. Historic Resources. An ADU that has the potential to adversely impact any historical resource listed on the California Register of Historic Resources, shall be designed and constructed in accordance with the "Secretary of the Interior's Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring, and Reconstructing Historic Buildings" found at 36 CFR 68.3, as amended from time to time. An ADU shall also comply with all local historic register requirements, as well as all objective local requirements, ordinances, or specific plans that pertain to historic resources.

C. Design and Features.

1. Design. The ADU shall have the same design, architecture, colors and materials of the primary dwelling, and shall comply with any objective design standards adopted by the city that are applicable to the zoning district or specific plan area where the ADU is located.

2. Fire Sprinklers. ADUs are required to provide fire sprinklers if they are required for the primary dwelling.

3. An ADU shall have a separate exterior access.

D. Covenant Required. The property owner shall record a declaration of restrictions, in a form approved by the city attorney, placing the following restrictions on the property, the property owner, and all successors in interest: (1) the ADU is to be rented only for terms of thirty days or longer; and (2) the ADU is not to be sold or conveyed separately from the primary dwelling except as described above in Section 17.23.050(B)(3). Proof of recordation of the covenant shall be provided to the city before the city finals the building permit.

E. Parking Requirements.

c. The ADU is part of a proposed or existing primary dwelling or accessory structure; d. The ADU is located in an area where on -street parking permits are required but not offered to an ADU occupant; or
e. The ADU is located within one block of a city -approved and dedicated parking space for a car share vehicle.

2. When the ADU is created by converting or demolishing a garage, carport or covered parking structure, replacement of parking space(s) eliminated by the construction of the ADU shall not be required as long as the ADU remains in use as a legal ADU.

17.23.060 Fees and utility connections.

A. ADUs and JADUs shall have adequate water and sewer services. These services may be provided from the water and sewer points of connection for the primary dwelling and not be a separate set of services.

B. The owner of an ADU or JADU shall be subject to the payment of all sewer, water and other applicable fees, including impact fees set forth in Government Code Section 66000 et seq., except as follows:

1. ADUs that are less than seven hundred fifty square feet shall not be subject to impact fees.

2. ADUs that are seven hundred fifty square feet or more shall be charged impact fees that are proportional in relation to the square footage of the primary dwelling unit.

C. Prior to receiving a building permit, the owner of an ADU or JADU must submit letters of service availability for water and sewer disposal to the building official." Section 11. Environmental Findings. The City Council hereby makes the following environmental findings and determinations in connection with the approval of the Project:

A. Pursuant to Section 21080.17 of the California Public Resources Code, the adoption of the ordinance is statutorily exempt from the California Environmental Quality Act ("CEQA").

Under Public Resources Code Section 21080.17, CEQA does not apply to the adoption of an ordinance by a city or county to implement the provisions of Section 65852.2 of the Government Code (the State ADU law).

B. In addition, pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR") for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element 10 on February 8, 2022. This Ordinance implements one of the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required.

Section 12. HCD Review. In compliance with Government Code section 65852.2(h), the City Clerk is hereby directed to submit a copy of the adopted ordinance to HCD within 60 days after adoption.

Section 13. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation.

Section 14. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same or a summary thereof to be published and posted in the manner required by law. after passage.

Section 15. Effective Date. This Ordinance shall take effect thirty (30) days 191

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this day of ,
ATTEST:

Randi Johl, City Clerk
[SEAL]
Zak Schwank, Mayor
12 STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

Randi Johl, City Clerk
13 PC RESOLUTION NO.2023-18

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 AMENDING TITLE 17 OF

THE TEMECULA MUNICIPAL CODE TO IMPLEMENT

THE PROGRAMS IN THE CITY'S HOUSING ELEMENT
BY (1) ADDING DEFINITIONS FOR AGRICULTURAL

EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY

DAY CARE HOME, LARGE FAMILY DAY CARE HOME,

LOW BARRIER NAVIGATION CENTER AND SMALL
FAMILY DAY CARE HOME, (2) PROVIDING THAT

EMPLOYEE HOUSING AND AGRICULTURAL

EMPLOYEE HOUSING ARE PERMITTED USES IN THE
HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3)

PROVIDING THAT RESIDENTIAL CARE FACILITIES

FOR THE ELDERLY (SEVEN OR MORE) ARE
PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, HR-
SM ZONES, (4) PROVIDING THAT RESIDENTIAL CARE

FACILITIES (SEVEN OR MORE) ARE PERMITTED USES
IN THE HR, RR, VL, L-1, L-2, LM, M, AND HR-SM ZONES,
(5) PROVIDING THAT COMMUNITY CARE FACILITIES
ARE PERMITTED IN ALL RESIDENTIAL ZONES, (6)
ADDING SUPPORTIVE HOUSING STANDARDS, (7)

PROVIDING THAT SUPPORTIVE HOUSING,

TRANSITIONAL HOUSING AND LOW BARRIER

NAVIGATION CENTERS ARE PERMITTED USES IN THE
NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO-5, PDO-6,
PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING

THAT TRANSITIONAL HOUSING AND SUPPORTIVE
HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO-
12 AND PDO-15 ZONES, (9) UPDATING EMERGENCY
SHELTER PARKING STANDARDS, (10) PROVIDING

THAT ACCESSORY DWELLING UNITS (ADDS) ARE
PERMITTED IN THE PDO-5, PDO-7, PDO-9, PDO-10, PDO-
11, PDO-12, AND PDO-15 ZONES, (11) REVISING ADU
REGULATIONS, (12) REVISING REASONABLE
ACCOMMODATION REGULATIONS, (13) REVISING

PARKING STANDARDS FOR MULTI -FAMILY
RESIDENTIAL USES WITH 12 UNITS OR LESS, (14)

MAKING OTHER REVISIONS TO CONFORM WITH
CHANGES IN STATE LAW, AND (15) MAKING A

FINDING THAT NO FURTHER ENVIRONMENTAL

REVIEW IS REQUIRED UNDER CEQA GUIDELINES
SECTION 15162"
Section 1. Procedural Findings. The Planning Commission of the City of Temecula does hereby find, determine and declare that:

A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code.

B. The Planning Commission, at a regular meeting, considered the proposed amendments to Title 17 (Zoning) of the Temecula Municipal Code on October 18, 2023, at a duly noticed public hearing as prescribed by law, at which time the City staff and interested persons had an opportunity to, and did testify either in support or opposition to this matter.

C. The proposed amendments to Title 17 are consistent with the City of Temecula General Plan, and each element thereof.

D. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission recommended that the City Council adopt the Ordinance attached hereto as Exhibit "A".

E. All legal preconditions to the adoption of this Resolution have occurred Section 2. Further Findings. In recommending adoption of the proposed Ordinance, the Planning Commission of the City of Temecula does hereby make the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code:

1. The proposed use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the general plan.

The proposed Ordinance amends existing land use and zoning procedures consistent with the City Housing Element and State law to provide that low barrier navigation centers are a use by right in areas zoned for mixed uses and nonresidential zones permitting multifamily uses, that supportive housing is a use by right in zones where multifamily and mixed uses are permitted, including nonresidential zones permitting multifamily uses, and that transitional housing and supportive housing shall be considered a residential use of property and shall be subject only to those restrictions that apply to other residential dwellings of the same type in the same zone, and that accessory dwelling units are permitted in all residential zones. The ordinance also allows for employee housing and agricultural housing, community care facilities, and residential care facilities (seven or more) in certain residential zones. These are residential uses that are allowed in the land use designation in which the uses will be located. Other amendments to Title 17 of the Temecula Municipal Code do not concern a particular land use designation, but are designed to be consistent with State Housing Law, the Temecula Housing Element Update, the federal Fair Housing Act, and the California Fair Employment and Housing

Act, and to be internally consistent with the other elements of the Temecula General Plan and the Temecula Municipal Code.

2. The proposed uses are in conformance with the goals, policies, programs and guidelines of the elements of the general plan.

The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. Inclusion of Agricultural Employee and Employee housing furthers Policy 1.2 of the Housing Element which is to, "Encourage residential development that provides a range of housing types in terms of cost, density, unit size, configuration, and type, and presents the opportunity for local residents to live and work in the same community by balancing jobs and housing types." Inclusion of Residential Care Facilities, Residential Care Facilities for the Elderly, Community Care Facilities implements Goal 2 of the Housing Element which is to, "Provide housing for people of different economic segments and with special needs." Addition of Supportive Housing, Transitional Housing, and Low Barrier Navigation Centers furthers Goal 5 of the Housing Element which is to, "Affirmatively further fair housing, providing equal housing opportunity for all residents in Temecula." Implementation of revised reasonable accommodations, revised parking standards, and implementing a streamlined review process all further Goal 3 of the Housing Element, which is to, " Reduce and/or remove governmental and nongovernmental constraints in the maintenance, improvement, and development of housing, where appropriate and legally possible." The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing.

3. The proposed uses are to be established and maintained in a manner which is consistent with the general plan and all applicable provisions contained therein.

The Ordinance has been designed to be consistent with State Housing Law, the federal Fair Housing Act, the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and all applicable provisions contained therein.

Section 3. Environmental Compliance. Pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR") for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element on February 8, 2022. This Ordinance implements the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required.

To the extent that any further environmental review is required, the City Council finds that none of the conditions in CEQA Guidelines Section 15162 are present to require the preparation of a subsequent EIR or an additional Addendum, and no additional environmental review is required.

The adoption of this Ordinance does not result in any new or greater environmental impacts than were previously analyzed, disclosed, and mitigated since the adoption of this Ordinance was contemplated in the programs of the Housing Element. In addition, no new information of substantial importance has surfaced since the certification of the General Plan EIR or the adoption of Addendum 2021-01.

Section 4. Recommendation. The City of Temecula Planning Commission hereby recommends the City Council approve Planning Application No. LR22-0664, a proposed Citywide Ordinance as set forth on Exhibit "A", attached hereto, and incorporated herein by this reference.

PASSED, APPROVED AND ADOPTED by the City of Temecula Planning Commission this 18th day of October 2023.
r
To
ATTEST:
. P�L
Lu a atson
Secretary
[SEAL]

STATE OF CALIFORNIA
COUNTY OF RIVERSIDE ) ss

CITY OF TEMECULA )
I, Luke Watson, Secretary of the Temecula Planning Commission, do hereby certify that the forgoing PC Resolution No. 2023-18 was duly and regularly adopted by the Planning Commission of the City of Temecula at a regular meeting thereof held on the 18th day of October, 2023, by the following vote:

AYES: 4 PLANNING COMMISSIONERS:

NOES: 0 PLANNING COMMISSIONERS:

ABSTAIN: 0 PLANNING COMMISSIONERS:

ABSENT: 1 PLANNING COMMISSIONERS
Ruiz, Solis, Turley-Trejo, Watts
None
None
Hagel
Luke Watson
Secretary

EXHIBIT A
ORDINANCE NO.2023-

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF TEMECULA AMENDING TITLE 17 OF THE

TEMECULA MUNICIPAL CODE TO IMPLEMENT THE
PROGRAMS IN THE CITY'S HOUSING ELEMENT BY (1)

ADDING DEFINITIONS FOR AGRICULTURAL

EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY

DAY CARE HOME, LARGE FAMILY DAY CARE HOME,

LOW BARRIER NAVIGATION CENTER AND SMALL
FAMILY DAY CARE HOME, (2) PROVIDING THAT

EMPLOYEE HOUSING AND AGRICULTURAL

EMPLOYEE HOUSING ARE PERMITTED USES IN THE
HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3)

PROVIDING THAT RESIDENTIAL CARE FACILITIES

FOR THE ELDERLY (SEVEN OR MORE) ARE
PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, HR-
SM ZONES, (4) PROVIDING THAT RESIDENTIAL CARE

PROVIDING THAT SUPPORTIVE HOUSING,

TRANSITIONAL HOUSING AND LOW BARRIER

NAVIGATION CENTERS ARE PERMITTED USES IN THE
NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO-5, PDO-6,
PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING

THAT TRANSITIONAL HOUSING AND SUPPORTIVE
HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO-
12 AND PDO-15 ZONES, (9) UPDATING EMERGENCY
SHELTER PARKING STANDARDS, (10) PROVIDING

THAT ACCESSORY DWELLING UNITS (ADUS) ARE
PERMITTED IN THE PDO-5, PDO-7, PDO-9, PDO-10, PDO-
11, PDO-12, AND PDO-15 ZONES, (11) REVISING ADU
REGULATIONS, (12) REVISING REASONABLE
ACCOMMODATION REGULATIONS, (13) REVISING

PARKING STANDARDS FOR MULTI -FAMILY
RESIDENTIAL USES WITH 12 UNITS OR LESS, (14)

MAKING OTHER REVISIONS TO CONFORM WITH
CHANGES IN STATE LAW, AND (15) MAKING A FINDING

THAT NO FURTHER ENVIRONMENTAL REVIEW IS
REQUIRED UNDER CEQA GUIDELINES SECTION 15162

THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS:
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Section 1. Findings. The City Council of the City of Temecula does hereby find, determine and declare that:

A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code.

B. The code amendments are being made to ensure the Temecula Municipal Code is amended in conformity with the housing programs that the City committed to when it adopted the 2021-2028 Housing Element and amendments needed to conform to changes in State law.

Section 2. Procedural Findings. The City Council of the City of Temecula does hereby find, determine, and declare that:

A. On November 6, 2023, the Temecula Planning Commission considered this Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter.

B. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission adopted Resolution No. 2023-XX recommending approval of the Ordinance by the City Council.

D. Following the public hearing, the City Council considered the entire record of information received at the public hearings before the Planning Commission and City Council.

A. The use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the General Plan;l[MEM11 The proposed Ordinance amends existing land use and zoning procedures consistent with the City Housing Element and State law to provide that employee housing and agricultural housing are permitted in all residential zones except HR-SM, that low barrier navigation centers are a use by right in areas zoned for mixed uses and nonresidential zones permitting multifamily uses, that supportive housing is a use by right in zones where multifamily and mixed uses are permitted, including nonresidential zones permitting multifamily uses, and that transitional housing and supportive housing shall be considered a residential use of property and shall be subject only to those restrictions that apply to other residential dwellings of the same type in the same zone, that residential care facilities serving seven or more will be a permitted use in all residential zones, and that accessory dwelling units -2-

are permitted in all residential zones. Other amendments to Title 17 of the Temecula Municipal Code do not concern a particular land use designation, but are designed to be consistent with State Housing Law, the Temecula Housing Element Update, the federal Fair Housing Act, and the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and the Temecula Municipal Code.

Section 4. Subsection A ("A" Definitions and Illustrations) of Section

Section 5. Subsection E ("E" Definitions and Illustrations) of Section

Section 6. Subsection F ("F" Definitions and Illustrations) of Section

"Family day care home" means a home (a detached single-family dwelling, a townhouse, a dwelling unit within a dwelling, or a dwelling unit within a multifamily dwelling in which the underlying zoning allows residential uses) which that regularly provides care, protection, and supervision of fourteen or fewer children, in the provider's own home, whether the home is rented, Ieased or owned, for periods of less than twenty-four hours per day, while the parents or guardians are away. This includes large family day care homes and small family day care homes." Section 7. Subsection L ("L" Definitions and Illustrations) of Section

Section 10. Table 17.06.030 "Residential Districts" of Section 17.06.030 (Use regulations) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a line under "Residential" to read as follows (with additions shown in underlined text and deletions shown in underlined text), with all other provisions of Table 17.06.030 remaining unchanged:

Description of Use
HR
RR
VL
L-1
L-2
LM
M
H
HR-
SM9
Residential
Em to ee housin is
P
P
P
P
P
P
P
P
Agricultural em to ee
P
P
P
P
P
P
P
-
P
_
Community care facility
P
P
P
P
P
P
P
P
P
Residential care facilities
seven or more
C-P
C-P
GP
C-P
C-P
C-P
C-P
P
GP
Residential care facilities
for the elderly (seven or
more
GP
C-P
C-P
C-P
C-P
C-P
P
P
GP
Footnote 14: Em to ee housing providing accommodations for six or fewer employees shall be deemed a single-family structure with a residential land use designation. Employee housing providing accommodations for seven or more em to ees shall be considered a multifamily use and shall only be 12ermitted in the medium density and high density zones.

Footnote 15. Agricultural employee housing is a residential land use for land designated for agricultural use. Anagricultural use is defined in Section 17.34.010.

HR
RR
VL
L-1
L-2
LM
M 5
W
HR-SM
Other requirements
Maximum percent of
10%
15%
20%
25%
25%
35%
35%
30%
Subject
lot coverage6
to
Section

17.06.080
Footnote 6: The lot coverage r uirement mqy be reduced to the extent it would physigg,11Y preclude a housing development groject as defined in Government Code Section 65589.5(h)(2)) -5-

consisting of three to 10 units from achieving the floor area ratios allowed pursuant to Govemment Code Section 65913.11.

Section 12. Paragraph (F)(15) of Section 17.06.080 (Hillside development standards) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.06.080 remaining unchanged:
"15. A fuel modification plan consistent with the General Guidelines for Creating Defensible Space adopted by the State Board of Forestry and Fire Protection, February 8, 2006 "General Guidelines" or the most current edition of the General Guidelines." Section 13. Section 17.06.090 (Objective design standards -Multifamily and mixed -use development.) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text):
"Any housing development project that, pursuant to state law; requires ministerial approval or streamlined review, or where the housing development project is subject to discretionary review, but a specific plan or a planned development overlay zoning district (PDO) does not otherwise set forth objective design standards applicable to the project shall comply with the Temecula Objective Design Standards for Multifamily and Mixed -Use Developments." Section 14. A new Section 17.06.100 (Streamlined review) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows:
"17.06.100 Streamlined review
The City shall conduct a streamlined review of projects that are eligible under Government Code section 65913.41 and 65912.100 et seq., or any other State mandated streamlined review." Section 15. A new Section 17.06.110 (Supportive housing) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows:
"Section 17.06.110 Supportive housing
A. Purpose. The purpose of this section is to allow supportive housing, as defined in Government Code Section 65582, consistent with State law to ensure equality of treatment for all residential uses regardless of the occupant. Supportive housing is generally described as permanent housing linked to a range of support services designed to enable residents to maintain stable housing.

B. Applicability and Standards.

C. Processing of Application.
(1) The following time frames apply to the processing of a supportive housing application, unless different time frames are set forth in Government Code section 65653. The City shall notify the applicant whether the application is complete within 30 days of receipt of an application to develop supportive housing. The City shall complete its review of the application within 60 days after the application is complete for a project with 50 or fewer units, or within 120 days after the application is complete for a project with more than 50 units. If any of these timeframes are modified by State law, then State law shallgovern."
Section 16. Table 17.08.030 (Schedule of Permitted Uses Commercial/Office/Industrial Districts) of Section 17.08.030 (Use Regulations) of Chapter 17.08 (Commercial/Office/Industrial Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text and deletion shown in strikethrough text) with all other provisions of Table 17.08.030 remaining unchanged:

Description of Use
NC
CC
HT
SC
PO
BP
LI
L
Low Barrier Navigation Centeri3
P
P
P
P
P
-
-
S
Supportive housing 14
- P
CP
-P
-P
C-P
-
-
T
Transitional housingi ss
-P
CP
-P
-P
EP
-
-
Footnote 13. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662.

Footnote 14. Su ortive housing shall cp=ly with Section 17.06.110.

Footnote 15. Transitional housinp, shall be subject only to those restrictions that applygpply to other residential dwellings of the same type. To determine whether the a of transitional housing proposed is a permitted or conditionally permitted use, see the different residential types in the chart above."
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Description of Use
Public/Institutional District PI
L
Low Barrier Navigation Center'
P
S
Supportive housing 6
P
T
Transitional housin i
P
Footnote 5. A low barrier navigation center shall be permitted by right in the PI zone only if the project meets the criteria set forth in Government Code section 65662.

Footnote 6. Supportive housing shall comply with Section 17.06.110.

Footnote 7. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type.

Description of Use
PDO-2
Residential
Low Barrier Navigation Center
P'
Supportive housing
P6
Transitional housing
P7
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Footnote 5. A low barrier navigation center is permitted by right if the 12roject meets the criteria set forth in Government Code section 65662.

Footnote 6. Supportive housing shall comply with Section 17.06.110. SLIPportive housing in single-family detached and du lex(two-family dwellings) are permitted only with the approval of the planning commission to ensure compliance with objective design standards.

Footnote 7. Transitional housing shall be subject only to those restrictions that uply to other residential dwellings of the same type.

Description of Use
PD04R
PDO-4V
L
Low barrier navigation center9
P
-
S
Supportive Housin io
P
_
T
Transitional housing"
C
-
Footnote 9. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662.

Footnote 10. Su ortive housing shall comply with Section 17.06.110.

Footnote 1 I. Transitional housing shalI be subject only to those restrictions that apply to other residential dwellings of the same type.

B. Accessory dwelling units shall be permitted and shalt meet the requirements set forth in Chap! 1723_
C. Low barrier navigation centers shall be permitted by right if the project meets the criteria set forth in Government Code section 65662.

D. Supportive housing shall complycoMply with Section 17.06.110 and shall be permitted by right in a multifamily residential use.

E. Transitional housin shall be permitted by right in a multifamily residential use." Section 22. Planning Area B - Rancho Pueblo Professional Center of Section

1. Medical and professional office;

2. Self -storage facilities;

3. Assisted living facilities;

4. Senior living facilities.

5. Supportive housing shall comply with Section 17.06.110 and shaII be permitted by rip,ht in a multifamily residential use.

6. Transitional housing shall be 2ermitted by right in a multifamily residential use.

7. Low barrier navigation centers shall be permitted by right in a multifamily residential use.

and movement of vehicles and pedestrians within the site. Whenever possible, cluster groups or pairs of buildings around shared, central courtyards to promote a more village -like atmosphere.

Figure 5A illustrates a representative development pattern, while Figure 11 (see Section

17.22.172(A)(3)), illustrates how the shared landscaped areas can as pedestrian gathering places, serving adjacent buildings.
�I
L7J
J
worArg
Fig. 5A Planned Development Overlay PA01-0522
Conceptual Illustrative Land Use Plan —Rancho Pueblo Professional Center" Section 23. Table 17.22.18613 (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District - 7 Description of Use Area) of Section 17.22.186 (Use Regulations) of Article VIII (Linfield Christian School Planned Development Overlay District -7) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows, with all other provisions of Table 17.22.18613 remaining unchanged:

Description of Use
lArea 1A,1B,
1C & 1D
EI I[MEM2]
Area 2 (ER)
Area 3A &
3B (PI)
A
AccessoKy dwelling unite
P
P
P
L
Low Barrier Navigation Center3-
P
S
SupportiyLhousing4
-
P
-
T
ran iti �
C
C
C
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Footnote 2. Accesso dwelling units shall be permitted and shall meet the re uirements set forth in Chapter 17.23.

Footnote 3. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65562.

Footnote 4. Supnortive housing shall comply with Section 17.06.110.

Footnote 5. Transitional housing shall be subject only to those restrictions that Uply to other residential dwellings of the same lype. To determine whether the type of transitional housing proposed is a prohibited, permitted or conditionally permitted use see the different residential types in the chart above."
Section 24. Table 17.22.196 (Schedule of Permitted Uses De Portola Road Planned Development Overlay District - 8) of Section 17.22.196 (Use Regulations) of Article IX (De Portola Road Planned Development Overlay District -8) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with the remainder of Table

17.22.196 remaining unchanged:

Description of Use
PDO-8
L
Low Barrier Navigation Center?
P
S
Supportive housing 8
P
T
Transitional housing 9
P
Footnote 7. Low barrier navi ation center is.permitted by right if the project meets the criteria set forth in Government Code section 65562.

Footnote 8. Supportive housing shall comply with Section 17.06.110.

Footnote 9. Transitional housing shall be SUbj cct only to those restrictions that apply to other residential dwellings of the same type.

Descri tion of Use PDO-10
A
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Accessory dwelling units
P
L
Low Barrier Navigation Center
P
S
Supportive housing 7
P
T
Transitional housing S
P
Footnote 5. Accessory dwelling units shall co=lly with the requirements set forth in Chapter

17.23. Footnote 6. Low barrier naviization. center is permitted by right if the project meets the criteria set forth in Government Code section 65662.

Footnote 7. Supportive housing shall comply with Section 17.06.110.

Footnote 8. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type.

Section 26. Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District -11) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text):
"The Mira Loma planned development overlay district (PDO-11), located along Mira Loma Drive and Rancho Vista Road, is intended to provide for the development of sixty-two single-family detached homes on condominium lots on 7.4 acres with a proposed density of 8.4 du/ac and a maximum permitted density of 10.0 du/ac. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adoption of supplemental performance standards that have been provided to ensure compatibility with the adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23. SgplRortive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be Mnnitted by right in single family homes." Section 27. Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District -12) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"The Walcott Estates planned development overlay district (PDO-12), located between Walcott Lane and Butterfield Stage Road, is intended to provide for the development of forty-five single- family detached homes on fee owned lots, on 25.13 gross acres, with a proposed density of 1.8 dwelling units per gross acre. The proposed project is comprised entirely of private residential land -13-

uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. AccessoKy dwelling units shall be permitted and shall comply with Cha ter 17.23. Sapprtive housing that complies with Section 17.06.110 shall be a permitted use.

Transitional housing shall be permitted by right in single family homes." Section 28. Table 1 Schedule of Permitted Uses of Section 17.22.276 (Use Regulations) of Article XV (Gateway Planned Development Overlay District -14) of Chapter

Description of Use
PA and PA2
L
Low barrier navigation center3
P
S
Supportive housing4
P
T
Transitional housin 5
P
Footnote 3. Permitted by right if the proiect meets the criteria set forth in Government Code section 65662.

Footnote 4. Supportive housing shall comply with Section 17.06.110.

Footnote 5. Multi -family transitional housing is permitted by_rip Section 29. Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District -15) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"The Cypress Ridge planned development overlay district (PDO-15), located within Pechanga Parkway, Loma Linda Avenue and Temecula Lane, is intended to provide for the development of two hundred forty-five single-family detached and attached homes within fee simple condominium unit boundaries, on 22.7 gross acres/20.18 net acres, with a proposed average density of 12.14 dwelling units per net acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. AccessoEy dwelling units shall be 12ennitted and shall complyggmply with -14-

Chapter 17.23. Supportive housing that complies with Section 17.06.110 shall be a permitted use.

Transitional housing shall be permitted by right in single family homes." Section 30. Chapter 17.23 (Accessory Dwelling Units) of Title 17 (Zoning of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in strikethrough text):
"17.23.010 Purpose and applicability.

17.23.020 Definitions.
"Accessory dwelling unit" or "ADU" has the same meaning ascribed in Government Code Section 65852.2, as the same may be amended from time to time. An accessory dwelling unit contains a kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher.
"Attached ADU" means an ADU that is constructed as a physical expansion (i.e. addition) of the primary dwelling or existing structure and shares a common wall with the primary dwelling or existing structure.
"Detached ADU" means an ADU that is constructed as a separate structure from the primary dwelling or existing structure, which does not share any walls with the primary dwelling or existing structure.
"Existing structure" means an existing single-family dwelling or other accessory structure that can be safely converted into habitable space under the California Building Standards Code, as amended by the city, and other applicable law.
"Junior accessory dwelling unit" or "JADU" has the same meaning ascribed in Government Code Section 65852.22, as the same may be amended from time to time. A junior accessory dwelling unit contains at least an efficiency kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher.
"Primary dwelling," for purposes of this chapter, means the existing or proposed single-family dwelling on the lot where an ADU would be located.
"Public transit," for purposes of this chapter, has the meaning ascribed in Government Code Section 65852.20), as the same may be amended from time to time.

17.23.030 Projects exempt —Building permit approval only -15-

A. An applicant shall not be required to submit an application for an ADU or JADU permit under this chapter, and may instead seek building permit approval for an ADU or JADU that satisfies the requirements of Government Code Section 65852.2(e)(1), as the same may be amended from time to time, and the California Building Standards Code, as amended by the city.

B. An ADU or JADU approved by a building permit only process shall be rented only for terms of thirty-one days or longer.

D. Pursuant to Government Code Section 65852.2(e), the city shall ministerially approve an application for a building permit within a residential or mixed -use zone to create any of the following:

4. Not more than two detached ADUs located on a lot that has an existing multifamily dwelling, subject to a height limit of sixteen feet and four -foot rear yard and side setbacks.

2. A JADU must be contained entirely within the walls of the existing or proposed single-family dwelling.

3. A separate exterior entry from the main entrance to the single-family dwelling shall be provided to serve a JADU.

4. A JADU may include separate sanitation facilities, or may share sanitation facilities with the existing single-family dwelling.

6. No additional parking is required for a JADU.

7. The JADU or primary residence shall be occupied by the owner of record.

17.23.040 General requirements and application procedure.

B. All ADUs shall satisfy the requirements of the California Building Standards Code, as amended by the city.

C. In accordance with state law, ADUs are an accessory use or an accessory structure to the primary dwelling on the lot. ADUs shall not be considered to exceed the allowable density for the lot.
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D. Applications for ADUs shall be completed in accordance with Section 17.03.030 of this Development Code. The application for the ADU must be signed by the owner(s) of the parcel of land.

G. Where an ADU permit application is submitted with an application for a primary dwelling that is subject to discretionary review under this code, the ADU permit application will be considered separately without discretionary review or a public hearing, following action on the portion of the project subject to discretionary review.

H. In addition to obtaining an ADU permit, the applicant shall be required to obtain a building permit and any other applicable construction permits prior to the construction of the ADU.

17.23.050 ADU standards.

Except those ADUs approved pursuant to Subsection 17.23.030, ADUs shall comply with the following standards:

A. Location Restrictions. One ADU shall be allowed on a lot with a proposed or existing primary dwelling that is zoned residential.

B. Development Standards.

In no case shall an ADU be less than an "efficiency unit" as defined in Section 17958.1 of Health and Safety Code with respect to square footage.

2. Height Restrictions. .The maximum
height of any new ADU shall not exceed the following_
a. Sixteen (16) feet for a detached ADU, except as provided in subparagraphs band c below.
b. Eighteen (18) feet for a detached ADU on a lot that is within one-half mile walking distance of a major transit stop or a hi hg_-quality transit corridor, as those terms are defined in Public Resources Code Section 21155; or twenly (20) feet if necessary to -18-

accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary- dwellingunit.
c. Eighteen (18) feet for a detached ADU on a lot with an existing or proposed multis!M multifamily dwelling.
d. Twenty-five 25 feet or the height limit applicable to the primM dwellin whichever is less for an attached ADU.

3. Transfer. An ADU shall not be sold, transferred, or assigned separately from the primary dwelling unless the ADU was built by a qualified non rofit corporation and meets the additional requirements of Government Code Section 65852.26(a). ADUs4w4 may be rented but The ADU shall not be used for short-term rentals for less than thirty-one days.

4. Setbacks. No setback shall be required for an ADU that is within an existing structure or new ADU that is constructed in the same location and with the same dimensions as an existing structure. For all other ADUs, the required setback from side and rear lot lines shall be four feet. An ADU shall comply with all required front yard setbacks otherwise required by the municipal code except where the application of the front yard setback requirement would not ermit construction of an eight hundred 800square foot ADU that is sixteen 1 d feet in height with four -foot side and rear yard setbacks. An ADU in the front yard setback area is onl permissible if construction of the same ADU in the rear or side yard is entirely infeasible.

C. Design and Features.

2. Fire Sprinklers. ADUs are required to provide fire sprinklers if they are required for the primary dwelling.

3. An ADU shall have a separate exterior access.
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E. Parking Requirements.

1. In addition to the off-street parking space(s) required for the primary dwelling, one off-street parking space shall be provided for each ADU, except when:
a. The ADU is located within one-half mile walking distance of public transit; b. The ADU is located within an architecturally and historically significant historic district;
c. The ADU is part of a proposed or existing primary dwelling or accessory structure; d. The ADU is located in an area where on -street parking permits are required but not offered to an ADU occupant; or
e. The ADU is located within one block of a city -approved and dedicated parking space for a car share vehicle.

17.23.060 Fees and utility connections.

1. ADUs that are less than seven hundred fifty square feet shall not be subject to impact fees.

2. ADUs that are seven hundred fifty square feet or more shall be charged impact fees that are proportional in relation to the square footage of the primary dwelling unit.

C. Prior to receiving a building permit, the owner of an ADU or JADU must submit letters of service availability for water and sewer disposal to the building official." -20-

Section 31. Section 17.03.065 (Reasonable Accommodations) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in underlined text):
"17.03.065 Reasonable accommodations.

A. Purpose and Intent. It is the purpose and intent of this section to provide flexibility in the Uplication of the city of Temecula Municipal Code for individuals with a disabilily, when flexibility is necessary to eliminate barriers to housing opportunities. This section will facilitate compliance with federal and state housing laws through procedures for considering requests for reasonable accommodations in the application of the city's zoning and land use regulations, policies, and practices pursuant to the federal Fair Housing Act (codified in Section 3604(f}(3) of Title 42 of the United States Cade), and the California Fair Employment and Housing Act (codified in Section 12955 et seq. of the California Government Code), which prohibit local governments from refusing to make accommodations in policies and practices -when needed to provide an individual with a disability an equal opportunity to use and enjoy a dwelling in the ci1y.

B. Applicabili_ . A request for reasonable accommodation may include a modification or exception to the rules, standards, and practices for the siting, development and use of housing or housing -related facilities that would eliminate regulatory barriers and provide an individual with a disability equal opportunity for housing of their choice.

B-.C. Definitions. The following terms as used in this section shall, unless the context clearly indicates otherwise, have the following meanings:
"Applicant" means a-persEman individual, business, or organization making a written request to the city for reasonable accommodation in the strict application of the city's zoning and land use laws, rules, policies, practices and/or procedures.
"Development code" means the city of Temecula development code as set forth in this title. "Director" or "planning director" means the director of planning. "Disabled per -sea"' OF "peFsW�Person with a disability" means an individual who has a physical or mental impairment that limits one or more of that person's major life activities; anyone who is regarded as having such impairment; or anyone who has a record of having such an impairment.

"Reasonable accommodation" in the land use and zoning context means any deviation, waiver or other modification requested and/or granted from the strict application of the city's zoning and land use ordinances, laws, rules, regulations, policies, practices and/or procedures for the siting, development and/or use of housing or housing related facilities when the deviation waiver or other modification is necess to eliminate barriers to housing opportunities for the use and enjoyment of an individual resident's housing of their choice. "Undue financial or administrative burden" in the land use and zoning context has the same meaning as defined in the Fair Housing Laws and inteMretive case law.

ED. Authority of the Planning Director. The planning director is hereby designated to approve, eenditionally approve with modifications, or deny, without public hearing, all applications for a reasonable accommodation with respect to land use and zoning ordinances, laws, rules, regulations, policies practices and/or procedures.

DE. Notice to the Public of Availability of Accommodation Process. Notice of the availabilit of reasonable accommodations shall be prominently dis la ed at public information counters in the planning, zoning and building departments, and Ci Clerk's office and on the ci 's website advising the public of the availabili1y of the procedure for eligible individuals. Forms for rUgesting reasonable accommodation shall be available to the public in those departments, from the city's ADA coordinator, and on the city's website;
F. Procedure for Application Review.

1. Applicant. A request for a reasonable accommodation may be made by any person with a disability, his or her representative, or a developer or provider of housing for individuals with a disability.

2. Application. An application for a reasonable accommodation shall be made on a form provided by the planning department. The application form shall include a checklist of materials reports, developments, plans, and written information to be provided by the applicant.

3. Other Discretionary Permits. If the project for which the request for reasonable accommodation is made requires another discretionary permit or approval (including but not limited to desi n review conditional use permit, variance or subdivision , the applicant may file the request for reasonable accommodation together with the application for the other discretionary permit or approval. The processing procedures of the discretionary permit shall govern the joint processing of both the reasonable accommodation and the discretionary permit.

4. Required Submittals. An application for a reasonable accommodation shall include the following:
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a. Documentation that the applicant is: (i) a person with a disability, (ii) applying on behalf of one or more persons with a disability, or (iii) a developer or provider of housing for one or more persons with a disability;
b. The name and address of the individual(s) requesting the reasonable accommodation;
C. The name and address of the property owner(s);
d. If the applicant is someone different than the property owner, a letter of Mency or authorization signed by the owner consenting to the a lication being made; e. The address and current use of the property for which accommodation is requested;
4-,f. A description of the reasonable accommodation requested by the applicant, and the ordinance, law, regulation, policy, practice or procedure for which accommodation is sought;
€g. An explanation of how and why the specific reasonable accommodation requested by the applicant is necessary to provide ene OF MOM persons the individual(s) with a disability an equal opportunity to use and enjoy the residence; gh. Where applicable, documentation that the requested accommodation is designed and constructed pursuant to Title 24 of the California Code of Regulations to allow access, circulation and full use of the building and facilities by persons with disabilities.

5. The planning director may request additional information from the applicant consistent with the Fair Housing Laws if
f r- the e4y +o make necessM for the ci1y to make a determination on the request for reasonable accommodation in accordance with the findings required in subsection lG. The planning director shall specify in detail the additional information that is re wired. In the event that a request for additional information is made the thi 30da period to issue a decision as provided in Subsection H 2 is stayed until the a licant responds to the request.

C. Except as otherwise re aired by law, any information identified by an applicant as confidential shall be retained in a manner so as to respect the Lnvacy rights of the applicant- and shall not be made available for public inspection.

7. A request for reasonable accommodation mgy be filed at an time that the accommodation mgy be necessary to ensure equal access to housing. A reasonable accommodation does not affect an individual's obligations to comply with other a licable re ulations not at issue in the requested accommodation.
1-G. Basis for Decision on Request for Reasonable Accommodation; Findings.
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1. General. The written decision to approve, a rove with modifications or deny a request for reasonable accommodation shall be consistent with Fair Housing Laws and this Subsection.

2. Findings. The written decision shall be based on the following findings, all of which are required for approval or approval with modifications:
a. The requested accommodation is requested by or on behalf of one or more persons with a disability protected under the Fair Housing Laws; b. The requested accommodation is necessary to provide one or more individuals persons with a disability an equal opportunity to use and enjoy a dwelling, and the housing which is the subject of the request for accommodation will be used by suchperson(s) with disabilities protected by the Fair Housing Laws;
C. The requested accommodation w44 would not impose an undue financial or administrative burden on the city;
d. The requested accommodation wiR would not result in a fundamental alteration in the nature of the city's land use and zoning program; e. The requested accommodation wR would not, under the specific facts of the case, result in a direct threat to the health or safety of other individuals or substantial physical damage to the property of others.

23. Conditions_of approval. In granting a request for reasonable accommodation, the planniLig director mqy impose an conditions of gapproval deemed reasonable and necessM to ensure that the reasonable accommodation will comply with the findings required by this section.

Conditions may also be imposed to ensure that My removable structures or physical desi n features that are constructed or installed in association with the reasonable accommodation be removed once those structures or physical design features are unnecessary to afford the individual with a disability for whom the reasonable accommodation was granted the use and enjoyment of the dwelling.

34. None of the findings of this section are intended to supersede any other findings which might also be r uired for a discretiona permit that is reviewed concurrently with the request for accommodation.
2-.5. In determining whether the requested reasonable accommodation is necessary to provide one or more disabled persons with disabilities an equal opportunity to use and enjoy a dwelling, pursuant to subsection (E)(1 ( )CQJ )(b), the city may consider, but is not limited to, the following factors:
a. Whether the requested accommodation will affirmatively enhance the quality of life of one or more marls persons with a disability; b. Whether the ,,,d..:idualindividuals person(s) with a disability will be denied an equal opportunity to enjoy the housing type of their choice absent the accommodation; -24-

-3-.6. In determining whether the requested reasonable accommodation would require a fundamental alteration in the nature of the city's land use and zoning program, pursuant to subsection (£)(1)(d)G 2 d , the city may consider, but is not limited to, the following factors:
a. Whether the requested accommodation would fundamentally alter the character of the neighborhood or the COMMUllity in which the reguested accommodation would be located;
b. Whether the accommodation would result in a substantial increase in traffic or insufficient parking when compared to the projected traffic or parking of other uses allowed by right or conditionally allowed in the subject zone district; C. Whether granting the requested accommodation would substantially undermine any express purpose of either the city's general plan or an applicable specific plan or zoning districts;

1. Authority. The planning director shall have the authorily to consider and act on requests for reasonable accommodation and shall make reasonable accommodations in rules, policies, practices, procedures or services when those accommodations maybe necessary to afford one or more persons with disabilities equal opportunities to use and enjoy their dwelling consistent with the Fair Housing Laws-.

2. Decision.
a. For requests for reasonable accommodation, the The planning director shall issue a written determination to approve, conditionally approve, or deny a request for a reasonable accommodation within a timely manner but no later than th' 3U da s of the date of receipt of a complete application, and may (i) approve the accommodation reque�_(ii) approve the accommodation request subject to nondiscriminatory conditions of approval or other modifications, or (iii) deny the request._ The planning director may, in his or her discretion, elect to refer applications that may have a material effect on surrounding properties (including but not limited to, a use not allowed under the subject zoning district or general plan, location of improvements in the front yard or setback location of accommodation in close proximily to a use that restricts residential occupancy,occgpancy, accommodation that would violate a s ecific condition of approval, improvements are bermanenl) directly to the planning commission for a decision. . A complete
application shall consist of the application form with all applicable information and documentation included in or attached to the form. The cily and Applicant ma mutually agree to extend the time for the planning director's decision on the application. The decision on the application shall be sent to the applicant by first class mail to the applicant. and the applicant may also request notification by an accessible format
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b. For requests for reasonable accommodations involving an a lications for discretionary approval, the application for reasonable accommodation shall be processed and considered sMarately from gny discretionM elements of the same proposal. The planning director shall act on the reguest for reasonable accommodation within a timely manner but no later than third+ Q0) days of the date of a complete application form, however, ifthe request for a reasonable accommodation cannot be effectuated until a final decision is rendered on the related discretionary a rovals a "'provisional a royal" can be granted within the 30-da time frame allowing the reasonable accommodation request to be implemented, or modified as needed to obtain the same goal, at the time of the final discretionary approval, and shall become final at the same time. The applications for discretionary approval shall be separately considered and shall be subject to the procedures for consideration specified in the a livable development code section or cha ter depending on the type of application. The appropriate decision -making body shall act on all discretionary_ permits, but not the reasonable accommodation request.

23. Appeals of the director's action shall be made in accordance with Section

17.03.090, as supplemented by the following:
a. The decision by the planning director on a request for reasonable accommodation not involving one or more applications for a discretionary_ permit shall become final fifteen Q 5) calendar days after the date of the planning director's decision, unless a timely appeal is filed in accordance with Section 17.03.090(E).
b. The planning commission or the cily council as applicable, shall hear the matter and render a determination on the appeal as soon as reasonably practicable, but -in no event later than either Q ninety 90 calendar da s after an appeal has been filed or ii fifteen 15 calendar da, s after the close of the anneal hearing, whichever occurs first. The city and applicant may also mutually agree to extend the time for the planning commission's or city council's decision on the appeal to a later date. All decisions on an appeal shall address and be based upon the same findings required to be made in the original decision from which the appeal is taken.

C. Ana eal from the planning director's decision on a request for reasonable accommodation shall be made on a form provided by the Manning department. The gappeal form shall include a checklist of materials reports, developments, plans, and written information to be provided by the appellant. No fee shall be required from an gpplicant for the appeal of a request for reasonable accommodation, but if the appeal is for any other discretionM permit(s), then the prescribed fee shall be paid by the appellant for such other discretionarypermit(s). If an individual needs assistance in the appeal of a decision on the request for reasonable accommodation, the city will provide assistance to ensure that the process is accessible. d. The decision on the appeal shall be sent by first class mail to the applicant and apppellant_(if different), and the applicant may also request notification an accessible format. The city council's action on any appeal shall be final.
e. Nothing in this procedure shall preclude an aggrieved individual from seeking other state or federal remedy available.

G-. L Expiration, Time Extension, Violation, Discontinuance, and Revocation. -26-

2. Time Extension.
a. The planning director may, upon an application being filed prior to expiration and for good cause, grant a time extension of up to three one-year extensions of time.

Each extension of time shall be granted in one-year increments only. Upon granting of an extension, the planning director shall ensure that conditions of the administrative approval comply with all current development code provisions.
b. Notice. Notice of the planning director's decision on a time extension shall be provided in writing. All written decisions shall give notice of the right to appeal and to request reasonable accommodation in the appeals process.

3. Discontinuance. If the person with a disability for whom the reasonable accommodation was originally granted vacates the residence to which the reasonable accommodation applies, the reasonable accommodation shall remain in effect only if the planning director determines that: (a) the modification is physically integrated into the residential structure and cannot easily be removed or altered to comply with the Municipal Code; or (b) the accommodation is necessary to give another disabled individual person with a disability an equal opportunity to enjoy the dwelling. The planning director may request that the applicant, or his or her successor -in -interest, provide documentation that subsequent occupants are persons with disabilities. Failure to provide such documentation within thirty days of the date of a request by the city shall constitute grounds for discontinuance by the city of a previously approved reasonable accommodation.

4. Revocation. Procedures for revocation shall be as prescribed by Section 17.03.080.

I-:J. Amendments. A request for changes in conditions of approval of a reasonable accommodation, or a change to plans that would affect a condition of approval shall be treated as -27-

a new application. The planning director may waive the requirement for a new application if the changes are minor, do not involve substantial alterations or addition to the plan or the conditions of approval, and are consistent with the intent of the original approval." Section 32. Section 17.03.090(B) (Appeals) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows:
"B. Decisions Which May Be Appealed to Planning Commission. The following actions may be appealed to the planning commission:

1. Actions by the director of planning on approval of development permits, conditional use permits and extensions of time;

2. Actions by the director of planning on the approval of sign permits;

3. Except as otherwise provided in section 17.03.065(H)(2), any Air) -other action by the director of planning for which an appeal is authorized by the Code." Section 33. "Residential Uses" of Table 17.24.040 of Section 17.24.040 (Parking requirements) of Chapter 17.24 (Off-street parking and loading) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a new row to read as follows (with additions shown in underlined text and deletions shown in strikethrough text), with all other provisions of Table 17.24.040 remaining unchanged:

Table 17.24.040
Parking Spa es Required
Description of Use
Required Number of Spaces
Residential Uses
Single-family residence
2 enclosed spaces
Duplex, triplexes
2 covered spaces/unit, plus 1 guest space/4
units
Multiple -family residential - 3 or fewer
2-5 units; 2 1 % covered spaces/unit, plus 2
bedrooms (12 or less units)
guest spaces
6-12 units; 2 1 % covered spaces/unit, plus 3
guest spaces
Multiple -family residential - 13 or more units
1 covered parking space plus 1.5 uncovered
parking space for 1 bedroom units. In
addition, 1 guest space for every 6 units.
1 covered parking space plus 1 uncovered
parking space for 2 bedroom units. In
addition, 1 guest space for every 6 units.
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2 covered parking space 0.5 uncovered
parking space for three bedroom (or more)
units. In addition, 1 guest space for every 6
units.

A minimum of 4 guest spaces is required for
all multifamily residential with 13 or more
units.

Accessory dwelling unit
1 parking space per newly constructed
detached ADU except as otherwise provided
in Chapter 17.23. The parking space may be
provided as tandem parking on the driveway.

Mobilehome park
1 covered space/trailer site, plus 1 guest
space/2 trailer sites
Senior citizens housing complex

0.5 covered space/unit plus 1 uncovered space
per 5 units for guest parking
Congregate care housing

0.5 uncovered space/unit plus 1 uncovered
space per 5 units for guest parking
Section 34. Environmental Findings. The City Council hereby makes the following environmental findings and determinations in connection with the approval of the Project:

Section 34.

A. Pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR") for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element on February 8, 2022. This Ordinance implements the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required.

Section 35. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation.

Section 36. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same or a summary thereof to be published and posted in the manner required by law.

Section 37. Effective Date. This Ordinance shall take effect thirty (30) days after passage.

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

ATTEST:

Randi Johl, City Clerk
[SEAL]
Zak Schwank, Mayor
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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. 2023- was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 14th day of November, 2023, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the day of , 2023, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

Randi Johl, City Clerk
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EXHIBIT B
STATEOF CALIFORNIA-_SUSINESS_ =N5LJMES SE ICES AND HOUSING AGENCY GAVIN NEWSnM. Goverricr

DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT
DIVISION OF HOUSING POLICY DEVELOPMENT i
2020 W. El Camino Avenue, Suite 500 c •.,�
Sacramento, CA 95833
(916) 263-2911 / FAX (916) 263-7453
www.hcd.ca.aov
December 3, 2021
Luke Watson, Deputy City Manager
Community Development Department
City of Temecula
41000 Main Street
Temecula, CA 92590
Dear Luke Watson:

RE: City of Temecula 6th Cycle (2021-2029) Draft Housing Element Thank you for submitting the City of Temecula (City) draft housing element received for review on October 5, 2021. Pursuant to Government Code section 65585, subdivision (b), the California Department of Housing and Community Development (HCD) is reporting the results of its review. Our review was facilitated by a telephone conversation on November 19, 2021 with Senior Management Analyst, Mr. Brandon Rabidou and Planning consultant Amanda Tropiano.

The draft element addresses many statutory requirements; however, revisions will be necessary to comply with State Housing Element Law (Article 10.6 of the Gov. Code).

The enclosed Appendix describes the revisions needed to comply with State Housing Element Law.

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

For your information, pursuant to Assembly Bill 1398 (Chapter 358, Statutes of 2021), if a local government fails to adopt a compliant housing element within 120 days of the statutory deadline (October 15, 2021), then any rezoning to accommodate the regional housing needs allocation (RHNA), including for lower -income households, shall be completed no later than one year from the statutory deadline. Otherwise, the local government's housing element will no longer comply with State Housing Element Law, and HCD may revoke its finding of substantial compliance pursuant to Government Code section 65585, subdivision (i).

Luke Watson, Deputy City Manager

Page 2 ends

Temecula City CouncilNovember 14, 2023

Temecula City Council
November 14, 2023