Visalia City Council
June 1, 2026

TABLE OF CONTENTS

I. DEFINITIONS .......................................................................................................................... 3

II. INTRODUCTION ..................................................................................................................... 3

III. INSTRUCTIONS ...................................................................................................................... 4

IV. SCOPE OF SERVICES/PROJECT ......................................................................................... 5

V. PRE-BID AND CONTRACT MEETINGS ................................................................................ 9

VI. BID OPENING AND CONFIDENTIALITY .............................................................................. 9

VII. AWARD .................................................................................................................................. 10

VIII. PROTESTS/APPEALS .......................................................................................................... 10

IX. SPECIAL CONDITIONS ........................................................................................................ 10

X. GENERAL CONDITIONS ...................................................................................................... 11

XI. POST AWARD RESPONSIBILITIES .................................................................................... 14

EXHIBITS

A. BID FORM

B. CERTIFICATIONS, AFFIDAVITS, ASSURANCES, STATEMENTS, WAIVERS, AND QUESTION NAIRES

WHICH MUST ACCOMPANY BID FORM

B-1. Non-Collusion Affidavit
B-2. Worker’s Compensation Insurance Certificate
B-3. Americans with Disabilities Act Compliance Certificate B-4. Ownership Disclosure/CA Levine Act Statement
B-5. Drug-Free Workplace Certificate
B-6. Iran Contracting Act Statement

C. SAMPLE PROJECT AGREEMENT WITH ATTACHMENTS
ATTACHMENT 1 - GENERAL CONTRACT PROVISIONS
ATTACHMENT 2 - INSURANCE REQUIREMENTS

The following documents are provided in addition to the Request for Bid document:

D. MAPPED OUTLINE OF CITY LIMITS
E. DODGE DURANGO NEUTRAL OVERRIDE

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I. DEFINITIONS
For the purposes of RFB NO. 24-25-52, the following terms shall have the meanings indicated:

1. “City” means the City of Visalia

2. “City Council” means the Council of the City of Visalia

3. "Bidder", "Vendor", "Supplier", “Consultant”, “Contractor” , and “Subrecipient” are used interchangeably throughout this invitation to mean the person, firm, or corporation or other entity submitting a Bid in response to the Request for Bid.

4. “Bid” and “Proposal” are used interchangeably to mean an individual’s or entity’s offer in respo nse to this Request for Bid.

5. “RFB” means Request for Bid No. 24-25-52.

II. INTRODUCTION
The City of Visalia Purchasing Division is soliciting Bids for an annual contract for fleet on-call towing services for the City’s fleet, which includes light and heavy -duty vehicles. The City of Visalia has approximately 490 vehicles in its fleet, 320 of which are light-duty and 170 of which are heavy-duty. The City averages approximately seven (7) calls for towing per month, two (2) of which are heavy-duty vehicles.

To accommodate the needs within the City of Visalia organization, this solicitation for bid includes two (2) options :

Option 1, Light Duty Vehicle Towing , and Option 2, Heavy Duty Vehicle Towing . Prospective bidders may bid on one or both options, but are not required to bid on both options.

The initial contract term shall be for a twelve (12) month period and shall, at the City’s option and with the consent of the CONTRACTOR, be extended annually thereafter for four (4) consecutive one -year periods. Bids are being sought from contractors who have a proven record of experience in providing the services required by this Invitation to Bid.

In an effort to encourage local businesses to provide goods and services to the City, Council has enacted a local preference. The local preference will apply to any business that has a business address within Tulare County for a minimum of six months. A Post Office Box will not be accepted as a business address. The City reserves the right to request proof of Tulare County address.

The local preference for bids consists of a match preference in which a local vendor whose bid is within 5% of the apparent low bidder will be given three (3) business days, from date notified, to match or beat the low bid. If there is more than one local vendor that is within the 5% range, the offer goes to the local vendor that is closest to the low bid.

The City hereby affirmatively ensures that Minority Business Enterprises and Disadvantaged Business Enterprises (DBE) will be afforded full opportunity to submit proposals in response to this notice. Individuals and/or entities submitting bids/proposals to the City of Visalia will not be discriminated against on the basis of race, religion, color, national origin, ancestry, physical or mental disability, medical condition, genetic information, marital status, gender, gender identity or expression, sexual orientation, or military and veteran status in any consideration leading to the award of contract.

No qualified disabled person shall, on the basis of disability, be excluded from participating in, be denied the benefits of, or otherwise be subjected to discrimination under any program or activity leading to the award of a contract.

Executive Order N-6-22 – Russia Sanctions On March 4, 2022, Governor Gavin Newsom issued Executive Order N - 6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

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III. INSTRUCTIONS

1. Fill out attached Bid Form (Exhibit “A”) in ink or typewriting completely.

2. Cross out and initial mistakes in ink and place the correct response next to same.

3. Timely submit Bid in a sealed envelope addressed and marked as follows:

To: City of Visalia Purchasing Division
707 W. Acequia Avenue
Visalia, California 93291

From: Bidder’s Name & Mailing Address

Marked: Fleet On-call Towing Services
RFB NO. 24-25-52

Deadline: 2:00 PM PT on Thursday, April 23, 2026

Delivery of Bid: When sending a bid via FedEx, UPS, etc., it is the responsibility of the Bidder to ensure that the bid is received during open office hours. Office hours are 7:30 a.m. to 5:00 p.m., Monday through Thursday. We are closed on Fridays and major holidays. Bids are not delivered or received when the office is closed.

The City utilizes an outside service for delivery and sorting incoming mail, and therefore, mailing a bid via U.S. Mail is not recommended, as there could be a delay in receiving bids by the deadline. Bids must be received prior to the deadline. The City will not accept a postmark as evidence of delivery.

Night Drop Box: If delivering a bid after hours, a Night Drop Box is located at Visalia City Hall, 707 W. Acequia Avenue, Visalia, CA 93291. Enter the west parking lot of the building off of Stevenson Street. The Drop Box is labeled “Night Drop” and is located on the building across from the bicycle racks. The Night Drop Box should only be utilized if City Offices are closed. The Night Drop Box is checked prior to the bid deadline.

4. Submit each of the required Certifications, Affidavits, Statements , and Questionnaires, as well as optional waiver(s) to City with the sealed Bid. City will not consider bids that are not accompanied by the required completed forms.

5. Inquiries: All questions regarding this bid document must be directed to the City of Visalia Purchasing Division at 559-713-4334. To prevent misinterpretations, all technical questions must be submitted in writing via email to [email protected]

Deadline for submitting questions: no later than April 15, 2026.

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IV. SCOPE OF SERVICES/PROJECT

The City of Visalia is soliciting bids from qualified vendors to establish an annual contract for on-call towing services for use by the Fleet Department.

Contractor shall provide all labor, materials, tools, equipment, and transportation necessary to perform on -call towing services for City-owned vehicles. Services shall include both light-duty and heavy-duty vehicle towing.

For purposes of this agreement, towing shall be defined as the lifting and transport of a vehicle in a manner that complies with all applicable laws and industry standards, while minimizing the risk of damage.

The City will rely on the Contractor’s professional expertise. The Contractor shall perform all towing services in a safe, lawful, and workmanlike manner consistent with industry standards and manufacturer recommendations.

The Contractor shall be responsible for any damage to vehicles directly caused by the Contractor’s towing, handling, storage, or related services.

This solicitation includes two (2) service options:
• Option 1: Light-Duty Vehicle Towing
• Option 2: Heavy-Duty Vehicle Towing

Bidders may submit a bid for one or both options, but must provide pricing for all items within each option selected.

Each option will be awarded to the most responsive and responsible Bidder whose proposal meets the requirements of this RFB and provides the best overall value to the City.

A. OPERATIONAL & SERVICE REQUIREMENTS:

1. Service Requests : The Contractor shall be notified by telephone or other agreed -upon communication method.
• Contractor shall acknowledge receipt of the request within ten (10) minutes • Contractor shall confirm whether service can be performed at that time Failure to respond within the required timeframe or refusal to accept call for service without valid justification may be considered a failure to respond.

2. Towing Destination: Unless otherwise directed, vehicles shall be towed to:

City of Visalia Corporation Yard
336 N. Ben Maddox Way, Visalia, CA
The City may designate alternate locations at the time of service request. • Overnight Storage: On occasion, it may be necessary for the Contractor to store the vehicle overnight to tow to an alternate location the following morning. Any storage of a vehicle overnight will require prior authorization by the Fleet Manager. Contractor will provide in the bid a separate cost related to the storage of vehicles.

• Storage Requirements: Contractor shall maintain a secure enclosure that is locked. Enclosure shall be supplied with electrical power. Enclosure shall be able to house at one time a minimum of five (5) mid to full-size vehicles. Storage rates shall be based on a daily rate, with a ½ day increment allowable in the billing.

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3. Response Time Requirements:

• Heavy Duty Tows: Arrival within two (2) hours
• Light Duty Tows: Arrival within one (1) hour
• Response times begin at the time the Contractor accepts the service request. • Delays due to circumstances beyond the Contractor’s control (e.g., accidents, road closures, severe weather) must be promptly communicated to the City.
• Please Note: Evidence tows are NOT a service under this contract.

4. Service Area: Contractor shall provide tow services within the City Limits as outlined in Exhibit D. • Mileage cost for tows outside the City limits shall be stated on the bid form and shall be in addition to the basic tow rate. The mileage and boundaries apply to light-duty tows only. • Mileage does not apply to heavy-duty towing unless specifically approved.

5. Flat Tire Service: Contractor may be requested to perform on-site tire changes for City vehicles.

Services shall be performed only when an appropriate spare tire is available ; otherwise, the vehicle should be towed.

B. TECHNICAL AND PROCEDURAL REQUIREMENTS:

1. At the time each vehicle is towed, the following information must be provided to the City by the contractor:
a. Date and time of service
b. Location of vehicle
c. Type of tow (e.g., breakdown, accident)
d. Make and model of vehicle
e. Vehicle license plate number
f. Vehicle identification number
g. City vehicle number
h. Signature of City employee
i. Charges Incurred

HEAVY DUTY VEHICLES

1. If towing from the front axle, all tows will be required to have the drivelines dropped or axles removed prior to towing to prevent damage to the transmission. NO EXCEPTIONS

2. No homemade devices are allowed. All equipment is to be DOT-approved. Modified or Unauthorized equipment shall NOT be used to tow any City of Visalia vehicle.

3. Any heavy-duty vehicle that has debris wrapped in the driveline, differentials, or wheels MUST be towed from the rear. NO EXCEPTIONS

4. All heavy-duty vehicles must be towed from the rear whenever possible.

5. All safety chains must be long enough to be connected from the tow truck to the front axle or rear differential housing of the vehicle being towed. NO EXCEPTIONS

6. Safety chains SHALL NOT be attached to the rear DOT bumper of a refuse truck.

7. All towing trucks used to tow heavy-duty vehicles shall be equipped with a 4-stage under-reach.

8. All towing trucks must have a minimum of 4 axles.

9. Contractor must have a traveling dual axle trailer that can legally haul heavy-duty vehicles/equipment with a designated hauling capacity of 40 tons.

LIGHT DUTY VEHICLES

1. All light vehicles will be required to have a “Rollback Towing” flatbed to prevent damage to the transmissions.
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2. Any Dodge Durango requiring a forced neutral procedure shall be handled in accordance with the attached step-by-step instructions.

C. CONTRACTOR AND DRIVER RESPONSIBILITIES AND REQUIREMENTS Contractor shall perform services in a manner commensurate with the highest professional standards, using qualified and experienced personnel.

1. Contractor shall be responsible for ensuring that all work performed under this contract shall conform to, and comply with, all applicable safety and motor vehicle regulations as issued by, but not limited to, the Federal Government, the State of California, and the City of Visalia.

2. Contractor shall give his personal attention to the fulfillment of the contract and keep work under his control.

Contractor shall not use a subcontractor or a subcontracted tow truck in the performance of work under this contract. All persons engaged in the work will be considered employees of the Contractor. The Contractor shall own all tow trucks used under this contract.

3. All employees shall wear uniforms or other identifying clothing, such as shirts or jackets with the Contractor’s business name and the employee’s name clearly displayed. See “Contractor’s Personnel, #5 on page 8 of this document, to make clear to all observers that they are employed by the Contractor. All of Contractor’s vehicles and (tow) trucks shall have appropriate company identification, visible to all observers, to identify vehicles as being owned by the Contractor.

4. All drivers shall be properly licensed in accordance with all applicable State and Federal laws and the California Department of Transportation. All Drivers shall operate tow vehicles safely and prudently. Drivers shall refrain from using profane or vulgar language in a public area while performing work under this agreement.

5. Vehicles to be towed will include cars, trucks (heavy and light-duty), fire trucks, refuse trucks, dump trucks, chipper trucks, motorcycles, and major parts or subassemblies of any of the above.

6. Estimated annual quantities of the number of tows are given for bid purposes only. The City of Visalia does not guarantee that a minimum number of tows will occur. Bidders should be aware that the tow service will be used on an “as needed” basis. In addition, the contractor must accept all vehicles and cannot “pick and choose” or select vehicles.

7. Contractor shall not perform any additional services related to the towing of the vehicle for which payment is expected without the express written consent of the City of Visalia, prior to the time the extra services are performed or rendered.

8. All tow vehicles shall have a two-way communication system.

9. All tow vehicles shall comply with the State of California emission inspection program.

10. Towing services shall be available twenty-four (24) hours a day and every calendar day of the year.

11. For purposes of this agreement, the term “contractor”, “bidder,” or “vendor” shall include any of the contractor’s officers, managers, employees, independent contractors, and agents.

12. Bid prices for services shall include all applicable taxes. Bid prices shall include all costs for dollies, winching, standby time, tire change, dropping drive line, or removing axles, and any other services required to perform the tow, including clean-up of debris or fluids. Bid prices shall apply on a twenty-four (24) hour basis, including weekends and holidays.

13. Tow rates will be based upon two categories of vehicle weight. For purposes of this agreement, the applicable GVWR will be as indicated on the vehicle registration. All vehicles with a GVWR of 15,000 or less are to be considered light-duty; vehicles with a GVWR greater than 15,000 are to be considered heavy-duty.

As indicated in the introduction, this solicitation for bid includes two (2) contract options: Option 1, Light Duty Vehicle Towing , and Option 2, Heavy Duty Vehicle Towing . Prospective bidders may bid on one or both options, but are not required to bid on both options. Bidders are required to bid on all items within each option. Each option will be awarded and shall be made to the most responsive, responsible Bidder 334
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whose Proposal meets the requirements and criteria outlined in this RFB, price and other factors considered, and whose Bid is determined to result in the optimum economic advantage to the City. a. Option 1: Light Duty Vehicles: Less than or equal to 15,000 GVWR . Vehicles shall be based on a cost per tow, plus mileage for those tows outside the City Limits.

Mileage cost for tows outside of the prescribed boundaries shall be stated on the bid form and shall be in addition to the basic tow rate. The mileage and boundaries apply to light-duty tows only, as heavy-duty tows shall be based solely on the hourly rate stated by the bidder on the bid form
b. Option 2: Heavy Duty Vehicles: Greater than 15,000 GVWR. Heavy-duty tows shall be based on an hourly rate. Mileage does not apply to Option 2.

Cost to tow vehicles requiring extraordinary means shall be based on an hourly rate. That hourly rate shall apply to a truck and one person.

1. Contractors shall include in their response a list of at least three (3) organizations, which can be used as references for the performance of similar services. Contractor shall endeavor to include references to work performed for public sector agencies. Include the name and telephone number of the contact person. Selected organizations will be contacted to determine the quality of work performed and the personnel assigned to the job.

2. If Contractor fails to respond on three (3) occasions during any three (3) -month period to the City’s request for towing services, the City may, at its option, cancel the contract.

Contractor’s Personnel:

1. It is the responsibility of the Contractor to ensure that all Drivers are licensed in accordance with any applicable Federal and State Laws and abide by all regulations of the Department of Transportation.

Further, it is the responsibility of the Contractor to ensure that all drivers are at least 18 years of age and possess the appropriate licensing, valid medical certificates , and endorsements as required by law for driving the tow trucks assigned. The Contractor shall ensure that tow truck drivers responding to calls initiated by the City of Visalia are qualified and competent employees of the Contractor. The Contractor shall ensure that the tow truck drivers are trained and proficient in the use of the tow truck and related equipment, including, but not limited to, the procedures necessary for the safe towing and recovery of the various types of vehicles serviced through the City of Visalia.

2. List of Drivers: The Awarded Contractor (operator/owner) shall maintain a current list of drivers at all times.
a. The Awarded Contractor shall provide a current list of drivers to the Purchasing Division upon implementation of this agreement. The list shall include any driver who will be working under this contract. The Contractor shall immediately notify the Purchasing Division upon any change in driver status, including the addition of any new driver(s), or the deletion of any driver(s). An updated list shall be provided to the Purchasing division within seven calendar days of any change in driver status. Contractor will be responsible for strict adherence to this requirement.
b. Awarded Contractor shall, as a minimum, maintain the followin g information for each employee:

Full Name
Date of Birth
California Driver’s License Number
Copy of a valid medical certificate (if required)
Job title/description
Current home address
Current home phone number
Type(s) of truck(s) the driver has been trained and instructed to operate

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3. Contractor must meet the City of Visalia’s Standard Insurance Requirements at all times. Failure to provide proof of any insurance on request may be grounds for immediate termination of the contract.

4. It is the responsibility of the Awarded Contractor to ensure that his/her employees abide by all the provisions and conditions of the RFB.

• All tow truck drivers and owner/operators shall be enrolled in the Pull Notice program. • Upon the addition of new drivers, Contractor shall immediately enroll drivers in the Pull Notice Program.
• Pull Notices shall be kept on file, signed, and dated by the operator/owner. • The Purc hasing Supervisor may require the Awarded Contractor to provide copies of Pull Notice Reports to the Visalia Police Department.

5. The tow truck driver shall respond in the appropriate attire. This shall include, but not be limited to, a business shirt with the driver’s name and/or business logo. Clothing shall be clean and presentable, with no tears, fraying, or holes. Depending on the time of the year, pants or shorts may be worn with the appropriate footwear. No sandals, flip-flops, or similar type of footwear.

V. PRE-BID AND CONTRACT MEETINGS

1. Non-mandatory Pre -Bid Meeting. A non-mandatory pre -Bid meeting has been scheduled for Tuesday, April 7, 2026, at 10:00 AM at City Hall, 707 W. Acequia Ave., Visalia, CA. Attendance at this meeting is not required to submit a Bid in response to this RFB , but is encouraged. Information regarding the project will be provided at that time. It shall be the responsibility of the Contractor to have acquired full knowledge of the job site, scope of work , and any problems or difficulties that may affect the work proposed.

2. Post Award Meeting. After the award of the contract, the Contractor shall meet with the Project Manager prior to the start of work to discuss any problems or questions that may arise. Contractor shall contact the Project Manager within ten (10) days of the date of the Notice to Proceed to arrange this meeting.

City Project Manager: Danny Galindo
Department: Public Works - Fleet Division

VI. BID OPENING AND CONFIDENTIALITY

1. Bid Opening. Bids shall be opened publicly in the presence of attendees, if any, on Thursday, April 23, 2026, at 2:00 pm. The name of each Bidder and the amount of each Bid shall be read aloud at the Bid opening . A Bid Opening Summary shall be made available after the bid opening. Bid information will not be available for public review during the bid evaluation phase.

2. Bid Confidentiality. The City favors full and open disclosure of all Bid records. The City will not expend public funds defending claims for access to, inspection of, or to be provided copies of any such records. By submitting a Bid, a Bidder agrees to indemnify and defend the City against all claims or actions brought against it to seek access to, or compel disclosure of, any records or documents in the City’s possession.

After award, the City intends its selection process to be open and public . Respondents are advised that the California Public Records Act (“PRA”) provides that any person may inspect or be provided a copy of any identifiable public record or document that is not exempted from disclosure by the express provisions of the Act. The Federal Freedom of Information Act (“FOIA”) contains a similar provision. Each Bidder shall clearly identify any information within its Bid that it intends to ask the City to withhold as exempt under either the PRA or F OIA. Any information contained in a Bidder’s submission that the Bidder believes qualifies for exemption from public disclosure as “Proprietary” or “Confidential” must be identified as such at the time of first submission of the Bidder’s Bid to this RFB.

Any failure to identify information contained in a Bidder’s Bid to this RFB as “Proprietary” or 336
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“Confidential” shall constitute a waiver of Bidder’s right to object to the release of such information upon request under either Act.

VII. AWARD

1. Most Responsive, Responsible Bidder . A Contract (substantially similar to that attached hereto as Exhibit “C” with Attachments 1 -2) shall be awarded with reasonable promptness by appropriate written notice. Award shall be made to the most responsive, responsible Bidder whose Proposal meets the requirements and criteria outlined in this RFB, price and other factors considered, and whose Bid is determined to result in the optimum economic advantage to the C ity. A responsible Bidder is one who has the capability, financial capacity , and integrity to perform the contract. A responsive Bidder is one who commits to all of the material terms, for example, price, quantity, quality, and delivery, of this RFB. Contractor must return a signed copy of the contract provided by the City with its Award Notice to City within ten (10) working days of receipt thereof.

2. Reservation of Rights . The C ity reserves the right to reject any item or items in the Bid; to waive informalities, technical defects, and minor irregularities in Bids received; and to select the Bid(s) deemed most advantageous to the City.

VIII. PROTESTS/APPEALS

Because it is essential that Bidders have confidence in the procurement procedures for soli citing and awarding contracts, it is the policy of the City to offer Bidders the opportunity to appeal award of contracts.

The following procedures shall apply in regard to appeals:

1. Any actual Bidder who is aggrieved in connection with this RFB or award of a contract hereunder may protest to the City of Visalia Purchasing Division in writing within five (5) working days after such aggrieved Bidder knows, should have reasonably known, or could reasonably be expected to know of the facts giving rise thereto; and

2. Should ident ify only the areas regarding bid contradictions, procurement errors, quotation rating discrepancies, legality of procurement cont ext, conflict of interest in the rating process , and inappropriate or unfair competitive procurement grievance regarding the Bid process.

3. The City’s Purchasing Division shall have the authority to settle and resolve each protest. The resolution will be provided to Bidder in writing within five (5) working days of receipt of the appeal , unless the Bidder is notified that more time is required.

4. Further levels of appeal may be made in accordance with the appeals provision contained in Chapter 5 of the C ity’s “Purchasing and Contract Procedures ,” which is available through City’s Purchasing Division.

IX. SPECIAL CONDITIONS

1. Project Administrative Issues

a. Complete Project. The successful Bidder shall be responsible for providing all materials, labor, equipment, and services necessary to fulfill the requirements of this RFB.

b. Quantities/Change Orders. The City reserves and shall have the right to make such changes to the work as may be necessary and desirable to complete the work originally intended in an acceptable manner. Unless otherwise specified herein, the Project Manager shall be and is hereby authorized to make such changes in the work as may increase or decrease the originally awarded contract quantities and/or total contract cost. The Contract Price or the amount due the Contractor will only be reduced/increased after the price change is reviewed and authorized by the Project Manager.

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c. Omitted Items. The Project Manager is authorized to omit minor contract items. Major items must be omitted by supplemental agreement.

d. Extra Work. Contractor is prohibited from doing extra work, unless authorized in writing by the Project Manager before the work is done . Payment for approved Extra Work shall be as agreed to in writing by the Project Manager prior to the Extra Work being completed. No additional payment is due for unauthorized Extra Work.

2. City-Contractor Relations

a. Project Manager’s Responsibility and Authority. City will designate a Project Manager. All work shall be done under the general supervision of such Project Manager or his or her designee(s). The Project Manager shall decide issues o f acceptability of work performance , and all questions related to ful fillment of the contract. Project Manager shall not have control over acts or omissions of the Contractor, or the Contractor’s employees.

b. Contractor/Contractor’s Superintendent. Contractor shall bear all responsibility for, and have all control over, the means, methods, techniques, sequences, procedures , and safety precautions or programs related to work under this agreement.

c. Project Site/Existing Structures.

Contractor shall take care to avoid, but shall be responsible for, al l damage to existing structures.

d. Labor
Contractor shall ensure that each employee who works on this project is qualified to perform their assigned duty safely. All work under this contract will be conducted professionally.

3. Legal Responsibilities.

It is the responsibility of the Contractor to comply with all applicable local, state, and federal laws, regulations, and licensing requirements related to towing operations, motor carrier safety, workplace safety, and vehicle storage. Contractor shall provide a safe working environment in compliance with the Occupational Safety and Health Act and California Health and Safety Codes. Additionally, Contractor shall secure all necessary permits, licenses, and similar requirements to carry out the project. Contractor shall comply with all applicable labor laws and ensure against discrimination.

X. GENERAL CONDITIONS

1. It is the policy of the City to provide equal opportunity to all candidates when selecting Bidders to provide public services. Bidders are expected to be equal opportunity employers.

The City hereby affirmatively ensures that Disadvantaged Business Enterprises (DBE) will be afforded full opportunity to submit a Bid in response to this notice and will not be discriminated against on the basis of race, color, national origin, ancestry, disability, gender , or religion in any consideration leading to the award of contract.

No qualified disabled person shall, on the basis of disability, be excluded from participating in, be denied the benefits of, or otherwise be subjected to discrimination under any program or activity that receives or benefits from Federal financial assistance.

Bidder shall provide to the City a list of all instances within the last ten (10) years where a complaint was filed or pending against Bidder in a legal or administrative proceeding alleging that Bidder discriminated against its employees, subcontractors, vendors , or suppliers. A description of the status or resolution of that complaint, including any remedial action taken, is required.

2. Post-Closing Date Corrections are prohibited.

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3. Bids will not be accepted unless signed in ink (not typed) in the appropriate space(s) by an authorized officer or employee of the Bidder.

4. Bids must be submitted on or before the Closing Date. Any Bids received after the Closing Date shall be returned, unopened, to the Bidder, provided the request number, opening date, and Bidder's return address are on the envelope.

5. Bids may be withdrawn prior to the Bid Closing Date by writing to the Purchasing Division.

6. Telegraphic, telephonic, electronic, and facsimile Bids and withdrawal requests will not be accepted.

7. Prices submitted are considered accurate for a period of ninety (90) days and cannot be withdrawn after the Closing Date.

8. All Bids are the property of the City after submission.

9. City is not responsible for Bid errors and omissions.

10. Bids should be prepared in a straightforward, concise manner. Information provided which was not specifically requested will be considered only in City’s discretion.

11. A written amendment or addenda issued by City’s Purchasing Division is the only method which should be relied on with respect to changes to the RFB. Respondent is responsible to contact City’s Purchasing Division prior to submitting a Bid to determine if any amendments were made to the RFB.

12. Any contract resulting from the RFB will be jointly administered by the City’s Purchasing D ivision and the Department requesting Bids.

13. Prior to conducting business in the City, a business tax certificate (license) must be obtained. Call 559-713-4326 for more information.

14. Bidder shall provide insurance as required by law and as indicated in the proposed contract.

15. Bidder shall maintain all personnel files and payroll records for employees used to implement the proposed contract.

16. Bidder shall withhold, pay, and report all taxes and issue W -2 forms at the end of each calendar year for employees used to implement the proposed contract.

17. Pursuant to the City’s Charter, all other things being equal, tie Bids shall be awarded to a local merchant to the extent quality and prices are equal. If neither is a local vendor, the Bid shall be awarded by the flip of a coin by the Purchasing Division in the presence of at least one witness.

18. The City may make such investigation of the Bidder and inform ation in the Bid as it determines necessary. This may include the collection of criminal history information, contractual and business associations and practices, employment histories, and reputation.

19. All California agencies may purchase off the Proposal submitted at the same prices, terms, conditions, and specifications. The City of Visalia shall incur no responsibility in connection with another agency’s purchase.

20. Each Bidder will be required to submit Certifications, Affidavits, Assurances, Statements , and Questionnaires, which are attached in Exhibit “B”.

21. The quantities given on the Bid Proposal form and any related contract documents are approximate only. They are give n as a basis for comparison of Bids. The City of Visalia does not, expressly or impliedly, agree that the actual amount of work will correspond therewith, but reserves the right to increase or decrease the amount of any class or portion of work, or to omit a portion of the work, as the City deems necessary or advisable, at the prices bid. 339
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22. Bidders shall satisfy themselves by personal examination of the specifications and other contract documents and by any other means as they believe necessary, as to the actual physical conditions, requirements, and difficulties under which the project must be performed. The submission of a Bid shall be conclusive evidence that the Bidder has investigated, and is satisfied as to the conditions encountered, as to the character, quality, and quantities of work to be performed, and the materials to be furnished, and as to the requirements of the RFB and the City. No allowance shall subsequently be made because of a lack of such examination or knowledge.

23. Bidders shall complete all applicable portions of the Bid Form (Exhibit “A”) for each option on which they choose to bid. If bidding on an option, Bidder must provide pricing for all items required within that option. Contractor may be required to submit Proposals on alternate items. The City reserves the right to award the contract based on the lowest combination or combinations of Proposal items and alternate proposed items.

24. No mention shall be made in the Proposal of sales tax, use tax , or any other tax, as all amounts Bid will be deemed and held to include any such taxes, which may be applicable.

25. Only one Bid may be submitted as a “ Prime Contractor” for the same work by any firm, individual, partnership, corporation, or combination thereof. A Contractor submitting a Bid as a Prime Contractor may not also submit sub -Bids to other competing Prime Contractors. Reasonable grounds for believing that any individual, firm, partnership, corporation , or combination thereof is interested in more than one Proposal for the work contemplated will cause the rejection of all Proposals in which such individual, firm, partnership, corporation, or combination thereof is interested.

26. The City of Visalia is not liable for any costs incurred by Bidder in responding to this Request for Bid.

27. The annual contract resulting from this invitation to bid will be administered by the Public Works Department. However, the City's Purchasing Division shall be the final judge concerning issues or matters related to contract interpretation or problems regarding the terms, conditions , or scope of the contract.

28. The initial contract term shall be for a twelve (12) month period and shall, at the City’s option and with the consent of the CONTRACTOR, may be extended annually thereafter for four (4) consecutive one - year periods. Contract shall begin no later than 15 days from the receipt of annual contract.

29. All prices quoted in response to this Invitation to Bid shall be firm and fixed for twelve (12) months from the anniversary date of the agreement. In order to protect the interests of the City and to give the vendor a reasonable basis for bidding, a price adjustment feature is hereby incorporated into the specifications. Prices bid by vendor may be adjusted annually at time of contract renewal and upon mutual agreement of the parties to the contract to allow for price increases or decreases for labor and benefit rates, supplies, and materials.

It will be the responsibility of the contractor to request a price adjustment and to provide all documentation necessary. The request for price adjustment must be submitted to the project manager in writing a minimum of thirty (30) but no sooner than ninety (90) calendar days prior to the annual anniversary date of the agreement. Requests filed after this time period will not be considered.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S. Bureau of Labor Statistics, Consumer Price Index (CPI) for all Urban Consumers (CPI - U U.S. City Average, All Items). The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelve -month period closest to the anniversary month of contract. In no instance shall the price increase exceed 5%. The contracts unit price changes as a result of this formula shall be binding on the contractor for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.
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This contract may be terminated without cause by the City, in whole or in part, by giving the Contractor fifteen (15) days written notice of the intent to terminate whenever the City determines that termination is in the best interest of the City.

If the Contractor shall fail to provide services or perform satisfactorily the work required by the terms and conditions of the contract, or materially breaches any of its obligations under this agreement , the City may terminate the contract, in whole or in part , by written notice. Termination shall take effect ten (10) calendar days after the date of mailing said termination notice.

Any assignment, subletting, or transfer of the interest of the contractor, either in whole or in part, without the written consent of the City, shall be cause for the City to immediately terminate the agreement for default.

Notwithstanding any other provisions of this agreement, this agreement may be terminated by the City upon a single violation of this agreement.

XI. POST AWARD RESPONSIBILITIES

1. Written Contract with City . A written agreement in a form similar to that attached to this Request for Bid as Exhibit “C” with Attachments 1 -2 must be entered into between the City and the Contractor to whom the project is awarded. The Agreement forms the basis for the contractual obligation between the parties regarding the project. A contract will be provided with the Notice of Award and must be executed and returned to City within ten (10) working days of the date of award notification unless otherwise agreed.

2. Post-Award Responsibilities. Upon execution of the Agreement between the City and the Contractor, the Contractor shall immediately report all changes in its Articles of Incorporation, By -Laws, or Tax - Exempt status to the City.

3. Insurance. Contractor shall obtain and maintain the minimum insurance coverage outlined in Exhibit “C”, Attachment 2. Contractor shall provide evidence of such insurance to the City’s Purchasing Division prior to commencement of work.

Upon determination by the City that a contract has been entered and Contractor has provided all of the information that it is required to provide pursuant to this RFB, City will issue, in writing, a notice to proceed on the project to Contractor.

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EXHIBIT “A”
BID FORM RFB NO. 24-25-52

PROJECT: ANNUAL CONTRACT FOR FLEET ON-CALL TOWING SERVICES

BIDDING FIRM:_______________________________

TO: THE CITY OF VISALIA PURCHASING DIVISION:

In compliance with the City’s Notice Inviting Sealed Bids No. 24 -25-52 dated: __________, the undersigned BIDDER hereby proposes to furnish all materials, equipment, tools, labor, appurtenances and incidentals required for the above stated project as set forth in the RFB, including all Exhibits and related contract documents therefore, and to perform all work in the manner and time prescribed therein.

BIDDER declares that this proposal is based upon careful examination of the Instructions to BIDDERs, scope of services, specifications, and the contract requirements. If this proposal is accepted for award, BIDDER agrees to enter into a contract with CITY at the unit and/or lump sum prices set forth in the following Bid Schedule.

BIDDER understands that a bid is required for the entire work and that final compensation under the contract will be based upon the actual quantities of work satisfactorily completed. It is agreed that all prices bid include all appurtenant expenses, taxes, royalties, and fees. All bids will be checked for accuracy. In the case of discrepancies in amounts bid, unit prices shall govern over extended amounts.

BIDDER hereby agrees to execute a contract within ten (10) working days, or such further time as may be allowed in writing by the Purchasing Division, after receiving notification of the acceptance of this Bid, and it is hereby mutually understood and agreed that in case the BIDDER does not, said Purchasing Division may proceed to award the contract to others.

BIDDER agrees to commence the work only after the contract is fully executed and Notice to Proceed and/or City Purchase Order has been issued.

BIDDER further declares that he/she has not either directly or indirectly entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive bidding in connection with said bid.

BIDDER UNDERSTANDS this bid contains two bidding options: Option 1, Light Duty Vehicle Towing, and Option 2, Heavy Duty Vehicle Towing. Prospective bidders may bid on one or both options, but are not required to bid on both options.

The lowest BIDDER will be determined by the lowest total bid amount for each option. Award, if made, will be to the Bidder with the lowest bid for each option and whose bid is deemed both responsive and responsible and complies with the specifications of RFB No. 24-25-52.

The quantities given on the Bid Proposal form and any related contract documents are estimates only. They are given as a basis for comparison of Bids. The City of Visalia does not, expressly or impliedly , agree that the actual amount of work will correspond therewith, and reserves the right to increase or decrease the amount of any class or portion of work, or to omit a portion of the work, as the City deems necessary or advisable, at the prices Bid.

BIDDER has read and hereby agrees to the conditions stated in this proposal by affixing his/her signature on the Bid Form.
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Complete all pricing fields for each option you are bidding. Enter unit prices and calculate the Total Bid Amount based on the estimated quantities provided. Prices must include all costs required to perform the services. Incidental services shall be priced as indicated and are not included in the Total Bid Amount.

OPTION 1:

LIGHT DUTY TOWS
As described in RFB 24-25-52

PER TOW PRICE ESTIMATED ANNUAL

QUANTITY

TOTAL BID AMOUNT

$____________per tow

84 $_______________

TIRE CHANGE SERVICE
(Light Duty Only)*
*Provided the vehicle is equipped
with an appropriately sized spare
tire.

$____________per service
100
$_______________
Option 1 Total Bid Amount $_______________

OPTION 2:

HEAVY DUTY TOWS
As described in RFB 24-25-52

PER-HOUR PRICE ESTIMATED ANNUAL

HOURS (QUANTITY)

TOTAL BID AMOUNT

$____________per hour

24 $_______________

Bidder is instructed to provide pricing below for incidental services that may be required. The prices below are not considered in the above total bid amounts.

Contractor shall list below the pricing for any alternative service s that may be needed from time to time. These incidental services would be performed by Contractor only with prior approval from the Project Manager and at the prices stated below. City reserves the right to negotiate the below-stated prices with Awarded Contractor.

Mileage Rate *Applies only to Light Duty Tows that are outside the boundaries prescribed in RFB 24-25-52

$________________per mile
On-Site Storage Rate per specifications of RFB 24-25-52 $________________per day

(1): __________________________________________________________________________________________ Bidding Firm

(2): __________________________________________________________________________________ ________ Corporation, Partner, Joint Venture

(3): _________________________________________________________________________________________ Business Address City State Zip Code

___________________________________________________________________________________________ Telephone Number Fax Number

___________________________________________________________________________________________ E-mail Address

(4): _________________________________________________________________________________________ Signature of Authorized Person (Date)

____________________________________________________________________________ _____________ Type or Print Authorized Person’s Name

PLEASE SEE THE FOLLOWING INSTRUCTIONS REGARDING SIGNATURE 343
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(1) If the BIDDER is an individual, enter name here in style used in business; if a joint venture, exact name of entities joining in the venture; if a partnership, the correct trade style of the partnership; if a corporation, the exact name of the corporation.

(2) If BIDDER is other than an individual, identify here its character, i.e., joint venture, partnership, corporation, including the state of incorporation. If BIDDER is an individual operating under a trade name, state “an individual dba (trade name in full)”.

(3) State on this line the address to which all communications and notices regarding the Bid Proposal, and any contract awarded thereunder, are to be addressed.

(4) If BIDDER is a joint venture, signature must be by one of the joint venturers, and if one or both of the joint venturers is a partnership or a corporation, each participating partnership must sign by a general partner, and each corporation by an authorized officer or employee; if a partnership, by a general partner; if a corporation, by an authorized officer or employee. The title of the person signing must appear after his/her signature. Where BIDDER is a partnership or corporation, the names of all other general partners, or the president or secretary of the corporation , and their business addresses must be shown below.

Note: All names must be typewritten under written signature. All Addresses must be complete with street number, city, state, and zip code.

CONTRACTOR’S PERMIT INFORMATION

License Classification:_____________________________________ Expiration Date: _________________________________________

CITY OF VISALIA BUSINESS TAX CERTIFICATE NO.: _________________________________ (A City Business Tax Certificate (License) is not required to submit a bid; however, vendor is required to obtain a City License prior to commencement of work or if vendor is presently transacting business within the City of Visalia regardless of whether the business address is actually located within the City. Contact the Business License Division for clarification of questions at 559-713-4326.

Federal Tax I.D. No.: ____________________________________________________

REFERENCES
The following are the names, addresses, and telephone numbers for at least three (3) agencies for which BIDDER has performed work similar in size and scope within the past two years.

Company Name Address Tel. No. Contact

1.______________________________________________________________________________________

2.______________________________________________________________________________________

3.____________________________________________________________________________ __________

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DESIGNATION OF SURETIES
The following are names, addresses, and telephone numbers for all brokers and sureties from whom BIDDER intends to procure insurance.

Company Name Address Tel. No. Type_____________________________

_____________________________________________________________________________ ______________

____________________________________________________________________________ _______________

___________________________________________________________________________ ________________ 345
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EXHIBIT “B-1”
Non-Collusion Affidavit

(Title 23 United States Code Section 112 and Public Contract Code Section 7106)

In accordance with Title 23 United States Code section 112 and Public Contract Code 7106 the bidder declares that bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation; that the bid is genuine and not collusive or sham; the bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid, and has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or that anyone shall refrain from bidding; that the bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder, or to secure any advantage against the public body awarding the contract of anyone interested in the proposed contract; that all statements contained in the bid are true; and, further, that the bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company association, organization, bid depository, or to any member or agent thereof to effectuate a collusive or sham bid.

This form must be signed by the person authorized to submit Bids on behalf of the Bidder. Bidders are cautioned that making a false certification may subject the certifier to criminal prosecution.

Bidding Firm: ______________________________________________ Business Address: ______________________________________________ Signature: ______________________________________________ Print Name of Signing Official: ______________________________________________ Title of Signing Official: ______________________________________________ Date: ______________________________________________

Company Seal (if any):
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EXHIBIT “B-2”
Submit with Bid

WORKERS’ COMPENSATION INSURANCE COMPLIANCE
(CALIF. LABOR CODE § 3700)

STATE OF CALIFORNIA )
) ss

CITY OF VISALIA )

I am aware of the provisions of Section 3700 of the Labor Code , which requires every employer to be insured against liability for workers’ compensation or to undertake self -insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work under this contract.

Company: ______________________________________________

Business Address: ______________________________________________

Signature: ______________________________________________

Name of Signing Official: ______________________________________________

Title of Signing Official: ______________________________________________

Date: ______________________________________________

Company Seal (if any):

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EXHIBIT “B-3”

AMERICANS WITH DISABILITIES ACT COMPLIANCE CERTIFICATE

By submission of a bid, the BIDDER certifies it will comply with the Americans with Disabilities Act, 42 U.S.C., 12101 et. seq., and will maintain compliance throughout the life of this Contract. By commencing performance of the Contract work, the selected BIDDER certifies to the Americans with Disabilities Act compliance.

Company: ______________________________________________

Business Address: ______________________________________________

Signature: ______________________________________________

Name of Signing Official: ______________________________________________

Title of Signing Official: ______________________________________________

Date: ______________________________________________

Company Seal(if any):
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EXHIBIT “B-4”

CALIFORNIA LEVINE ACT STATEMENT

California Government Code Section 84308, commonly referred to as the “Levine Act,” can prohibit members of the City Council of the City of Visalia from participating in any action related to a contract if he or she receives any political contributions totaling more than $500 within the previous twelve (12) months, and for twelve (12) months following the date a final decision concerning the contract has been made, from the person or company awarded the contract. The Levine Act also requires disclosure of such contribution(s) by a party to be awarded a specific contract.

The following website contains a list of current Visalia City Council Members, https://www.visalia.city/government/city_council/default.asp. You are responsible for reviewing the names of Visalia City Council Members prior to making the following disclosure:

1. Have you or your company, or any agent on behalf of you or your company, made any political contributions of more than $500 to a Visalia City Council Member in the twelve (12) months preceding the date of the submission of your proposals or the anticipated date of any City Council action related to this contract?

2. YES:_____ NO:_____. If yes, please identify the City Council Member(s) and date(s) of contribution in the space below:

Answering YES to the question above does not preclude the City of Visalia from awarding a contract to your firm or from taking any subsequent action related to the contract. It does, however, preclude the identified Visalia City Council Member(s) from participating in any actions related to this contract.

NOTICE: The disclosure duty under state law continues for twelve (12) months after the award. If the above information regarding contributions changes during this time after the award, then the awardee is required to update this disclosure form.

________________________________________________ __________ Signature of Authorized Individual Date

_________________________________________________
Printed or Typed Name of Authorized Individual

_________________________________________________
Print or Type Name of Company

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EXHIBIT “B-5”

DRUG-FREE WORKPLACE CERTIFICATION

STATE OF CALIFORNIA
STD.21 (REV.12-93)

I, the official named below, hereby swear that I am duly authorized legally to bind the contractor or grant recipient to the certification described below. I am fully aware that this certification, executed on the date below, is made under penalty of perjury under the laws of the State of California.

CONTRACTOR/BIDDER FIRM NAME

FEDERAL ID NUMBER
BY(Authorized Signature)

DATE EXECUTED

PRINTED NAME OF PERSON SIGNING TELEPHONE NUMBER (Include Area Code)

( )
TITLE

CONTRACTOR/BIDDER FIRM’S MAILING ADDRESS

The contractor or grant recipient named above hereby certifies compliance with Government Code Section 8355 in matters relating to providing a drug-free workplace. The above-named contractor or grant recipient will:

1. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations, as required by Government Code Section 8355(a).

2. Establish a Drug-Free Awareness Program as required by Government Code Section 8355(b), to inform employees about all of the following:

(a) The dangers of drug abuse in the workplace,
(b) The person’s or organization’s policy of maintaining a drug-free workplace, (c) Any available counseling, rehabilitation, and employee assistance programs, and (d) Penalties that may be imposed upon employees for drug abuse violations.

3. Provide as required by Government Code Section 8355©, that every employee who works on the proposed contract or grant:

(a) Will receive a copy of the company’s drug-free workplace policy statement, and (b) Will agree to abide by the terms of the company’s statement as a condition of employment on the contract or grant.

4. At the election of the contractor or grantee, from and after the “Date Executed” and until ____________ (NOT TO EXCEED 36 MONTHS), the state will regard this certificate as valid for all contracts or grants entered into between the contractor or grantee and this state agency without requiring the contractor or grantee to provide a new and individual certificate for each contract or grant. If the contractor or grantee elects to fill in the blank date, then the terms and conditions of this certificate shall have the same force, meaning, effect, and enforceability as if a certificate were separately, specifically, and individually provided for each contract or grant between the contractor or grantee and this state agency.

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EXHIBIT “B-6”

IRAN CONTRACTING ACT CERTIFICATION

(Public Contract Code Section 2200 et seq.)
(Complete and submit with response)

As required by California Public Contract Code Section 2204, the Contractor certifies subject to penalty for perjury that the option checked below relating to the Contractor’s status in regard to the Iran Contracting Act of 2010 (Public Contract Code Section 2200 et seq.) is true and correct:

⃝ The Contractor is not:
(1) Identified on the current list of persons and entities engaged in investment activities in Iran prepared by the California Department of General Services in accordance with subdivision (b) of Public Contract Code Section 2203; or

(2) A financial institution that extends, for 45 days or more, credit in the amount of $20,000,000 or more to any other person or entity identified on the current list of persons and entities engaging in investment activities in Iran prepared by the California Department of General Services in accordance with subdivision (b) of Public Contract Code Section 2203, if that person or entity uses or will use the credit to provide goods or services in the energy sector in Iran.

⃝ The City has exempted the Consultants from the requirements of the Ir an Contracting Act of 2010 after making a public finding that, absent the exemption, the City will be unable to obtain the goods and/or services to be provided pursuant to the Contract.

⃝ The amount of the Contract payable to the Contractor for the Projec t does not exceed $1,000,00 over the life of the contract (up to 5 years).

Signature:________________________________ Printed Name:_________________________

Title:____________________________________ Agency Name:________________________

Date:____________________

Note: In accordance with Public Contract Code Section 2205, false certification of this form shall be reported to the California Attorney General and may result in civil penalties equal to the greater of $250,000 or twice the Contract amount, termination of the Contract , and/or eligibility to bid on contracts for three years.

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EXHIBIT “C”

FLEET ON-CALL TOWING SERVICES

LIGHT DUTY TOWS
HEAVY DUTY TOWS (Can AWARD TWO SEPARATE CONTRACTS)
(PUBLIC WORKS/FLEET DIVISION)
(City of Visalia Bid No. 24-25-52)

This Agreement, entered into and effective this ________ day of ________________, 20 26 [“Effective Date”], by and between the City of Visalia, hereinafter referred to as the “CITY”, and ____________________________ hereinafter referred to as the “CONTRACTOR”, “BIDDER”, or “SUBRECIPIENT”.

R E C I T A L S

WHEREAS, CONTRACTOR is an ____________________ (insert individual or entity type) with a primary business address of ____________________ and SSN or EIN: ____________________; and

WHEREAS, CITY is a municipal corporation and Charter Law City; and

WHEREAS, City of Visalia solicited RFB-24-25-52, On -Call Towing Services for Light Duty and Heavy -Duty Tows ; and

WHEREAS, The City of Visalia has reviewed and evaluated responses to the Bid and determined to award an contract to CONTRACTOR for the services; and

WHEREAS, CONTRACTOR represents it is licensed, qualified , and willing to complete the Project pursuant to terms and conditions of this Agreement.

NOW, THEREFORE, CITY and CONTRACTOR agree as follows:

1. TERM:

The term of this Agreement shall commence on the Effective Date and expire upon completion of all obligations of the parties, unless earlier terminated by the parties. The initial contract term shall be for a twelve (12) month period and shall, at the City’s option and wit h the consent of the CONTRACTOR , be extended annually thereafter for four (4) consecutive one -year periods. "Additionally, this Agreement may be terminated for convenience. In the event of termination or expiration of this Agreement, CONTRACTOR shall transfer to CITY any funds and/or accounts receivable on hand attributable to the use of CITY funds.

2. ATTACHMENTS INCORPORATED:

The following are attachments for this Agreement. Said attachments are incorporated into this Agreement as if included in full in the body:

ATTACHMENT NO. DESCRIPTION OF ATTACHMENT
Attachment 1 General Contract Provisions
Attachment 2 Insurance Requirements
Attachment 3 City of Visalia Bid 24-25-52, Fleet On-call Towing Services Attachment 4 CONTRACTOR’s bid in response to Bid No. 24-25-52 Attachment 5 List of Awarded Contractor’s current employees that may perform this work

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3. CONTRACTOR SCOPE OF SERVICES and COMMITMENTS*:

CONTRACTOR shall provide the following services for the stated compensation on or before the stated completion dates (“Scope of Services”):

All work described in the Scope of Services in Bid No. 24-25-52.

4. CITY COMMITMENTS:

CITY shall perform the following tasks on or before the stated completion dates:

TASK COMPLETION DATE
Pay Contractor as work is completed and invoiced monthly. As requested by Contractor

5. COMPENSATION:

CITY shall pay CONTRACTOR compensation for services as indicated in Paragraph 4 above; however, CITY shall pay not more than the following amount as total compensation under this Agreement, unless otherwise agreed in writing. Such sum shall be expended and paid by CITY on a reimbursement basis for services actually performed based on invoices, receipts, time sheets, and similar documents presented by CONTRACTOR to CITY.

6. CONTRACT PRICE ADJUSTMENTS:

All prices shall be firm and fixed for twelve (12) months from the annual anniversary date of the agreement. Prices may be adjusted annually at time of contract renewal and upon mutual agreement of the parties.

It will be the responsibility of the contractor to request a price adjustment and to provide all documentation necessary.

The request for price adjustment must be submitted to the Project Manager at least thirty (30) days (but no sooner than ninety (90) days) prior to the annual anniversary date of the agreement.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S.

Bureau of Labor Statistics, Consumer Price Index (CPI) for all Urban Consumers (CPI -U, U.S. City Average, All Items). The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelve -month period closest to the anniversary date of contract. In no instance shall the price increase exceed 5%. The contract unit price changes as a result of this formula shall be binding on the contractor for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.

Total Compensation: Not to exceed $_______________ annually at the Contractor’s stated Bid Prices for (heavy vehicle tows/light vehicle tows/bid prices)
Source of Funds: Local Revenues
Payment Schedule: Within 30 days from the date of the invoice for completed work

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IN WITNESS WHEREOF, this Agreement is executed on the day and year first above written.

CONTRACTOR

Dated: ___________________ By:______________________________________________________ Authorized Officer: I certify under penalty of perjury under the laws of the State of California that I am fully authorized to execute this Agreement for CONTRACTOR in the capacity I have stated, and that such execution is sufficient to bind the CONTRACTOR.

CITY OF VISALIA

Dated: ____________________ By:______________________________________________________ City Manager

Dated: ____________________ By:______________________________________________________ City Attorney

Dated: ____________________ By:______________________________________________________ City of Visalia Risk Manager

Dated: ____________________ By:______________________________________________________ City of Visalia Project Manager
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EXHIBIT C, ATTACHMENT 1

GENERAL CONTRACT PROVISIONS

A. Successors and Assigns : This Agreement shall be binding upon and shall inure to the benefit of any successors to or assigns of the parties.

B. Prohibition of Assignment : Neither party shall assign, delegate or transfer their rights and duties in this Agreement without the written consent of the other party.

C. Notices: Notice shall be sufficient hereunder if personally served upon the City Clerk of the CITY or an officer or principal of the CONTRACTOR, or if sent via the United States Postal Service, postage prepaid, addressed as follows:

CITY OF VISALIA CONTRACTOR _______________________________ 707 W. Acequia Ave. _______________________________
Visalia, CA 93291 _______________________________
Attention: City Clerk Attention: ________________________________

D. Independent Contractor: It is understood and agreed by the parties herein that CONTRACTOR, in the performance of this Agreement, shall act as an independent contractor, and therefore shall obtain no rights to any fringe benefits that accrue to regular full-time CITY employees.

E. Jurisdiction/Venue/Waiver Of Removal : This Agreement shall be administered and interpreted under the laws of the State of California. Jurisdiction of litigation arising from this Agreement shall be in California. Any action brought to interpret or enforce this Agreement, or any of the terms or conditions hereof, shall be brought in Tulare County, California. The CONTRACTOR hereby expressly waives any right to remove any action to a county other than Tulare County as permitted pursuant to Section 394 of the California Code of Civil Procedure.

F. Integration/Modification: This Agreement and each of the documents and exhibits or attachments referenced herein, which are incorporated by reference, represent the entire understanding of the parties as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder. This Agreement may not be modified or altered except in writing signed by the parties, unless otherwise explicitly authorized.

G. Conflict With Law: If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict with said law, but the remainder of the Agreement shall be in full force and effect.

H. Indemnification: The CONTRACTOR waives any and all claims and recourse against the CITY, including the right of contribution of loss or damage to person or property arising from, growing out of, or in any way connected with or incidental to the CONTRACTOR’s performance of this Agreement, except claims arising from the concurrent or sole negligence of the CITY or its officers, agents or employees. The CONTRACTOR will indemnify, hold harmless, and defend (at CITY’s option) the CITY against any and all claims, demands, damages, costs, expenses, or liability arising out of the CONTRACTOR’s performance of this Agreement except for liability arising out of the concurrent or sole negligence of the CITY or its officers, agents, or employees.

I. Attorney’s Fees : In the event either party commences any action, arbitration or legal proceedings for the enforcement of this Agreement, the prevailing party, as determined by the court or arbitrator, shall be entitled to recovery of its attorney’s fees and court costs incurred in the action brought thereon.

J. Headings: Section headings are provided for organizational purposes only and do not in any manner affect the scope or intent of the provisions thereunder.

K. Firearms Prohibited: Guns may not be carried by contractors /vendors/ consultants while working on City of Visalia premises without the expressed written approval of a City of Visalia Department Head, or an exemption in the contract. If a contractor/vendor/consultant is caught carrying a gun, without City permission, their contract will be terminated.

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L. Executive Order N -6-22 – Russia Sanctions On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate contracts with, and to refrain from entering any new contracts with, individuals or entities that are determined to be a target of Economic Sanctions.

Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.

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EXHIBIT C, ATTACHMENT 2

INSURANCE REQUIREMENTS

1. CONTRACTOR Insurance CONTRACTOR, at its sole cost and expense, for the full term of this Agreement (and any extensions thereof), shall obtain and maintain at a minimum compliance with all of the following insurance coverage(s) and requirements. Such insurance coverage shall be primary coverage as respects CITY , and any insurance or self - insurance maintained by CITY shall be in excess of CONTRACTOR’s insurance coverage and shall not contribute to it.

2. Subcontractor(s) Insurance If CONTRACTOR utilizes one or more subcontractors in the performance of this Agreement, CONTRACTOR shall obtain and maintain independent insurance as to each subcontractor or otherwise provide evidence of insurance coverage for each subcontractor equivalent to that required of CONTRACTOR .

3. Types of Insurance and Minimum Limits The following types of insurance and minimum limits are required , providing at least the following minimum coverage and limits of liability:

a. Worker’s Compensation written in accordance with the laws of the State of California , providing coverage for any and all employees of CONTRACTOR in the minimum statutorily required coverage amounts. b. Automobile Liability Insurance for each of CONTRACTOR’s vehicles used in the performance of this Agreement, including owned, non -owned (e.g. , owned by CONTRACTOR’s employees or contractors), leased or hired vehicles, in the minimum amount of $1,000,000 combined single limit per occurrence for bodily injury and property damage.
c. Comprehensive or Commercial General Liability Insurance coverage in the minimum amount of $1,000,000 combined single limit, including coverage for:

(1) bodily injury;
(2) personal injury;
(3) broad form property damage;
(4) contractual liability;
(5) cross-liability;
(6) products and completed operations liability

4. Other Insurance Provisions
If any insurance coverage required in this Agreement is provided on a “Claims Made” rather than “Occurrence” form, CONTRACTOR agrees to maintain the required coverage for a period of three (3) years after the expiration of this Agreement (hereinafter “ post-agreement coverage”) and any extensions thereof. CONTRACTOR may maintain the required post-agreement coverage by renewal or purchase of prior acts or tail coverage. This provision is contingent upon post-agreement coverage being both available and reasonably affordable in relation to the coverage provided during the term of this Agreement. For purposes of interpreting this requirement, a cost not exceeding 100% of the last annual policy premium during the term of this Agreement in order to purchase prior acts or tail coverage for post- agreement coverage shall be deemed to be reasonable.

5. Endorsements
All required Automobile and Comprehensive or Commercial General Liability Insurance shall be endorsed to contain the following clauses:

a. The City of Visalia, its officers, agents, employees, representatives, and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Visalia.
b. It is agreed that any insurance maintained by the City of Visalia shall apply in excess of and not contribute with insurance provided by this policy.
c. This insurance shall not be canceled, limited in scope or coverage, or non -renewed until after thirty (30) days prior written notice has been given to the City Clerk, City of Visalia, 707 W. Acequia, Visalia, CA, 93291

6. Proof of Coverage
CONTRACTOR agrees to provide its insurance broker(s) with a full copy of these insurance provisions and provide CITY on or before the effective date of this Agreement with Certificate(s) of Insurance for all required coverages.

Copies of all the required Endorsements shall be attached to the Certificate(s) of Insurance or other evidence of insurance acceptable to the City of Visalia, which shall be provided by CONTRACTOR’s insurance company as evidence of the stipulated coverages. This Proof of Coverage shall then be mailed to:

CITY OF VISALIA PURCHASING DEPARTMENT, 707 W. ACEQUIA AVENUE, VISALIA, CA 93291 357
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FLEET ON-CALL TOWING SERVICES

HEAVY DUTY TOWS
(PUBLIC WORKS/FLEET DIVISION)
(City of Visalia Bid No. 24-25-52)

This Agreement, entered into and effective this ________ day of ________________, 2026 [“Effective Date”], by and between the City of Visalia, hereinafter referred to as the “CITY”, and Prime Towing & Transport Inc. hereinafter referred to as the “CONTRACTOR”, “BIDDER”, or “SUBRECIPIENT”.

R E C I T A L S

WHEREAS, CONTRACTOR is an company with a primary business address of 1147 E Houston Ave, Visalia Ca 93292 and SSN or EIN: 39-4504026; and

WHEREAS, CITY is a municipal corporation and Charter Law City; and

WHEREAS, City of Visalia solicited RFB-24-25-52, On-Call Towing Services for Light Duty and Heavy-Duty Tows; and

WHEREAS, The City of Visalia has reviewed and evaluated responses to the Bid and determined to award an contract to CONTRACTOR for the services; and

WHEREAS, CONTRACTOR represents it is licensed, qualified, and willing to complete the Project pursuant to terms and conditions of this Agreement.

NOW, THEREFORE, CITY and CONTRACTOR agree as follows:

1. TERM:

The term of this Agreement shall commence on the Effective Date and expire upon completion of all obligations of the parties, unless earlier terminated by the parties. The initial contract term shall be for a twelve (12) month period and shall, at the City’s option and with the consent of the CONTRACTOR, be extended annually thereafter for four (4) consecutive one -year periods. " Additionally, this Agreement may be terminated for convenience. In the event of termination or expiration of this Agreement, CONTRACTOR shall transfer to CITY any funds and/or accounts receivable on hand attributable to the use of CITY funds.

2. ATTACHMENTS INCORPORATED:

The following are attachments for this Agreement. Said attachments are incorporated into this Agreement as if included in full in the body:

ATTACHMENT NO. DESCRIPTION OF ATTACHMENT
Attachment 1 General Contract Provisions
Attachment 2 Insurance Requirements
Attachment 3 City of Visalia Bid 24-25-52, Fleet On-call Towing Services Attachment 4 CONTRACTOR’s bid in response to Bid No. 24-25-52 Attachment 5 List of Awarded Contractor’s current employees that may perform this work

3. CONTRACTOR SCOPE OF SERVICES and COMMITMENTS*:

CONTRACTOR shall provide the following services for the stated compensation on or before the stated completion dates (“Scope of Services”):

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All work described in the Scope of Services in Bid No. 24-25-52.

4. CITY COMMITMENTS:

CITY shall perform the following tasks on or before the stated completion dates:

TASK COMPLETION DATE
Pay Contractor as work is completed and invoiced monthly. As requested by Contractor

5. COMPENSATION:

CITY shall pay CONTRACTOR compensation for services as indicated in Paragraph 4 above; however, CITY shall pay not more than the following amount as total compensation under this Agreement, unless otherwise agreed in writing.

Such sum shall be expended an d paid by CITY on a reimbursement basis for services actually performed based on invoices, receipts, time sheets, and similar documents presented by CONTRACTOR to CITY.

6. CONTRACT PRICE ADJUSTMENTS:

All prices shall be firm and fixed for twelve (12) months from the annual anniversary date of the agreement. Prices may be adjusted annually at time of contract renewal and upon mutual agreement of the parties.

It will be the responsibility of the contractor to request a price adjustment and to provide all documentation necessary.

The request for price adjustment must be submitted to the Project Manager at least thirty (30) days (but no sooner than ninety (90) days) prior to the annual anniversary date of the agreement.

The unit prices for the ensuing contracts shall be based on the movement of the unadjusted figures of the U.S. Bureau of Labor Statistics, Consumer Price Index (CPI) for all Urban Consumers (CPI -U, U.S. City Average, All Items).

The contract unit prices may be changed in an amount equal to the percentage of movement for the most recent twelve- month period closest to the anniversary date of contract. In no instance shall the price increase exceed 5%. The contract unit price changes as a result of this form ula shall be binding on the contractor for the subsequent contract year. The adjustment of the unit bid price shall not be retroactive and shall apply only to changes incurred after approval.

Total Compensation: Not to exceed $ 30,000 annually at the Contractor’s stated Bid Prices for (heavy vehicle tows/bid prices)
Source of Funds: Local Revenues
Payment Schedule: Within 30 days from the date of the invoice for completed work

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IN WITNESS WHEREOF, this Agreement is executed on the day and year first above written.

CONTRACTOR

Dated: ___________________ By:______________________________________________________ Authorized Officer: I certify under penalty of perjury under the laws of the State of California that I am fully authorized to execute this Agreement for CONTRACTOR in the capacity I have stated, and that such execution is sufficient to bind the CONTRACTOR.

CITY OF VISALIA

Dated: ____________________ By:______________________________________________________ City Manager

Dated: ____________________ By:______________________________________________________ City Attorney

Dated: ____________________ By:______________________________________________________ City of Visalia Risk Manager

Dated: ____________________ By:______________________________________________________ City of Visalia Project Manager
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EXHIBIT C, ATTACHMENT 1

GENERAL CONTRACT PROVISIONS

A. Successors and Assigns: This Agreement shall be binding upon and shall inure to the benefit of any successors to or assigns of the parties.

B. Prohibition of Assignment : Neither party shall assign, delegate or transfer their rights and duties in this Agreement without the written consent of the other party.

C. Notices: Notice shall be sufficient hereunder if personally served upon the City Clerk of the CITY or an officer or principal of the CONTRACTOR, or if sent via the United States Postal Service, postage prepaid, addressed as follows:

CITY OF VISALIA CONTRACTOR Prime Towing & Transport Inc. 707 W. Acequia Ave. 1147 E Houston Ave.

Visalia, CA 93291 Visalia, Ca 93292
Attention: City Clerk Attention: Aiver Delatorre

D. Independent Contractor: It is understood and agreed by the parties herein that CONTRACTOR, in the performance of this Agreement, shall act as an independent contractor, and therefore shall obtain no rights to any fringe benefits that accrue to regular full-time CITY employees.

E. Jurisdiction/Venue/Waiver Of Removal : This Agreement shall be administered and interpreted under the laws of the State of California. Jurisdiction of litigation arising from this Agreement shall be in California. Any action brought to interpret or enforce this Agreement, or any of the ter ms or conditions hereof, shall be brought in Tulare County, California. The CONTRACTOR hereby expressly waives any right to remove any action to a county other than Tulare County as permitted pursuant to Section 394 of the California Code of Civil Procedure.

F. Integration/Modification: This Agreement and each of the documents and exhibits or attachments referenced herein, which are incorporated by reference, represent the entire understanding of the parties as to those matters contained herein. No prior oral or written understanding shall be of any force or effect with respect to those matters covered hereunder. This Agreement may not be modified or altered except in writing signed by the parties, unless otherwise explicitly authorized.

G. Conflict With Law: If any part of this Agreement is found to be in conflict with applicable laws, such part shall be inoperative, null, and void insofar as it is in conflict with said law, but the remainder of the Agreement shall be in full force and effect.

H. Indemnification: The CONTRACTOR waives any and all claims and recourse against the CITY, including the right of contribution of loss or damage to person or property arising from, growing out of, or in any way connected with or incidental to the CONTRACTOR’s performance of this Agreement, except claims arising from the concurrent or sole negligence of the CITY or its officers, agents or employees. The CONTRACTOR will indemnify, hold harmless, and defend (at CITY’s option) the CITY against any and all claims, demands, damages, costs, expenses, or liability arising out of the CONTRACTOR’s performance of this Agreement except for liability arising out of the concurrent or sole negligence of the CITY or its officers, agents, or employees.

I. Attorney’s Fees : In the event either party commences any action, arbitration or legal proceedings for the enforcement of this Agreement, the prevailing party, as determined by the court or arbitrator, shall be entitled to recovery of its attorney’s fees and court costs incurred in the action brought thereon.

J. Headings: Section headings are provided for organizational purposes only and do not in any manner affect the scope or intent of the provisions thereunder.

K. Firearms Prohibited: Guns may not be carried by contractors /vendors/ consultants while working on City of Visalia premises without the expressed written approval of a City of Visalia Department Head, or an exemption in the contract. If a contractor/vendor/consultant is caught carrying a gun, without City permission, their contract will be terminated.

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L. Executive Order N-6-22 – Russia Sanctions On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’ s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate contracts with, and to refrain from entering any new contracts with, individuals or entities tha t are determined to be a target of Economic Sanctions.

Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for terminat ion of this agreement. The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.

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ATTACHMENT 2

INSURANCE REQUIREMENTS

1. CONTRACTOR Insurance CONTRACTOR, at its sole cost and expense, for the full term of this Agreement (and any extensions thereof), shall obtain and maintain at a minimum compliance with all of the following insurance coverage(s) and requirements. Such insurance coverage shall b e primary coverage as respects CITY, and any insurance or self -insurance maintained by CITY shall be in excess of CONTRACTOR’s insurance coverage and shall not contribute to it.

2. Subcontractor(s) Insurance If CONTRACTOR utilizes one or more subcontractors in the performance of this Agreement, CONTRACTOR shall obtain and maintain independent insurance as to each subcontractor or otherwise provide evidence of insurance coverage for each subcontractor equivale nt to that required of CONTRACTOR.

3. Types of Insurance and Minimum Limits The following types of insurance and minimum limits are required, providing at least the following minimum coverage and limits of liability:

a. Worker’s Compensation written in accordance with the laws of the State of California, providing coverage for any and all employees of CONTRACTOR in the minimum statutorily required coverage amounts. b. Automobile Liability Insurance for each of CONTRACTOR’s vehicles used in the performance of this Agreement, including owned, non-owned (e.g., owned by CONTRACTOR’s employees or contractors), leased or hired vehicles, in the minimum amount of $1,000,000 combined single limit per occurrence for bodily injury and property damage. c. Comprehensive or Commercial General Liability Insurance coverage in the minimum amount of $1,000,000 combined single limit, including coverage for:

(1) bodily injury;
(2) personal injury;
(3) broad form property damage;
(4) contractual liability;
(5) cross-liability;
(6) products and completed operations liability

4. Other Insurance Provisions
If any insurance coverage required in this Agreement is provided on a “Claims Made” rather than “Occurrence” form, CONTRACTOR agrees to maintain the required coverage for a period of three (3) years after the expiration of this Agreement (hereinafter “pos t-agreement coverage”) and any extensions thereof. CONTRACTOR may maintain the required post-agreement coverage by renewal or purchase of prior acts or tail coverage. This provision is contingent upon post-agreement coverage being both available and reas onably affordable in relation to the coverage provided during the term of this Agreement. For purposes of interpreting this requirement, a cost not exceeding 100% of the last annual policy premium during the term of this Agreement in order to purchase pri or acts or tail coverage for post - agreement coverage shall be deemed to be reasonable.

5. Endorsements
All required Automobile and Comprehensive or Commercial General Liability Insurance shall be endorsed to contain the following clauses:

a. The City of Visalia, its officers, agents, employees, representatives, and volunteers are added as additional insureds as respects operations and activities of, or on behalf of the named insured, performed under contract with the City of Visalia.
b. It is agreed that any insurance maintained by the City of Visalia shall apply in excess of and not contribute with insurance provided by this policy.
c. This insurance shall not be canceled, limited in scope or coverage, or non -renewed until after thirty (30) days prior written notice has been given to the City Clerk, City of Visalia, 707 W. Acequia, Visalia, CA, 93291

6. Proof of Coverage
CONTRACTOR agrees to provide its insurance broker(s) with a full copy of these insurance provisions and provide CITY on or before the effective date of this Agreement with Certificate(s) of Insurance for all required coverages. Copies of all the required Endorsements shall be attached to the Certificate(s) of Insurance or other evidence of insurance acceptable to the City of Visalia, which shall be provided by CONTRACTOR’s insurance company as evidence of the stipulated coverages. This Proof of Coverage shall then be mailed to:

CITY OF VISALIA PURCHASING DEPARTMENT, 707 W. ACEQUIA AVENUE, VISALIA, CA 93291 376
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0834 Agenda Date: 6/1/2026 Agenda #: 9.

Agenda Item Wording:

Accept the City of Visalia Cash and Investment Report - Accept the third quarter report of the fiscal year which consists of months January, February, and March 2026.

Agenda Date: 06/01/2026
Prepared by: Jason Montgomery, Finance Manager, [email protected], 713-4425; Renee Nagel, Finance and Technology Services Director, [email protected], 713-4375 Department Recommendation: Staff recommends that the Council accept the City of Visalia Cash and Investment Report for the third quarter of the fiscal year which consists of months January, February, and March of 2026.

Summary:

The City accumulates significant cash assets before they are spent on a variety of governmental operations. For example, several large capital projects have accumulated substantial cash as they approach the start of the projects in the near future, or in some cases, have already begun. Some of these projects are the Civic Center Phase 2 project, cape seal of various streets, Shirk Street improvements, and the major rehab of Caldwell Avenue from Santa Fe to Lovers Lane. Money is also accumulated for future capital assets, such as solid waste trucks, and unforeseen things like potential mandated upgrades to the Water Reclamation Facility.

The quarterly investment report is intended to inform the City Council and community about the status of City investments and holds staff accountable for the investment and management of these funds.

Background Discussion:

The City’s investments are diversified by the various maturities and credit types which are allowed under the City’s Investment Policy and California Government Code Section 53600 et seq. It is the policy of the City to invest public funds in a manner which will provide the greatest security with the maximum investment return while meeting the daily cash flow demands of the City and conforming to all state and local statutes governing the investment of public funds. The City continues to be conservative and prudent with the investment objectives, which in order of priority is safety, liquidity, and yield, while maintaining compliance with federal, state, and local laws and regulations. These investments will enable the City to meet expenditure requirements for the next six months, as required by state law.

Economic Outlook
On March 31, 2026, the national unemployment rate was 4.3% improving slightly from the prior Visalia City Council Printed on 5/28/2026Page 1 of 5
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quarter with about 7.2 million people unemployed. The Consumer Price Index was at 3.26%, an increase from the December 2025 rate of 2.68%. At its April 29, 2026 meeting, the Federal Open Market Committee (FOMC) voted to keep the Federal Funds Rate (the rate at which institutions borrow and lend overnight funds to each other) at its current range of 3.50% to 3.75% as the committee acknowledged that economic activity was expanding but “the developments in the Middle East are contributing to a high level of uncertainty about the future economic outlook.” Movements of the Federal Funds Rate are closely linked to Treasury Security rates; as the Federal Funds Rate decreases, typically so do Treasury Security rates. Treasury Securities are investments that the City can purchase and are key benchmarks for other financial assets that the City can purchase (i.e.:

Federal Agency’s). Table I shows the rate comparison of the Federal Funds Rate and short-term Treasury Securities between the second quarter and the third quarter of the fiscal year as well as recent rates. Rates have recently been increasing with the general market consensus being that the gap between short term and long-term rates will widen. The City remains laddered across all maturities.

Portfolio Performance
The March 31, 2026 investment portfolio managed balance was $623,885,280.

The earnings rate as of March 31, 2026 was 3.97%. Key benchmarks and performance statistics for the City’s portfolio are shown inTable II, Managed Portfolio Performance Statistics.

Table II: Managed Portfolio Performance Statistics (dollars in millions) The following Charts I and II show the portfolio ladder and distribution as of March 31, 2026. The Visalia City Council Printed on 5/28/2026Page 2 of 5
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portfolio ladder (Chart I - Maturity Ladder) shows our investments based on when they are to mature (ie. 1 year and under, 1-2 years, 2-3 years, etc…). The City invests in different maturity dates to take advantage of different earnings rates (usually the longer the maturity, the higher the earning rate) as well as to spread out maturities so that the proceeds are reinvested at regular intervals. In addition, the City will keep funds for operating costs in short-term maturities, while investing funds in longer- term maturities for those funds that are not yet needed (future projects). Chart II - Maturity Distribution shows what percent each maturity level is of the total investment portfolio.

Chart I
Maturity Ladder
· Note: Percent above each bar represents the average interest earnings rate for that maturity level Chart II
Maturity Distribution
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Table III: 3rd Quarter Investment Activity, shows investment activity for the quarter (January 2026 - March 2026).

Table III: 3rd Quarter Investment Activity
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Fiscal Impact including annual maintenance and operating costs: n/a Prior Council Action: City of Visalia Cash and Investment Reports are reviewed and accepted quarterly.

Alternatives: n/a
Recommended Motion (and Alternative Motions if expected):

I move to accept the City of Visalia Cash and Investment Report for the third quarter of the fiscal year which consists of months January, February, and March of 2026.

Environmental Assessment Status: n/a
CEQA Review: n/a
Deadline for Action: n/a
Attachments: Attachment #1, City of Visalia Cash and Investment Summary Attachment #2, City of Visalia Investment Report by Maturity Date Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☐
Organizational
Excellence
☒
Fiscal
Strength
☒
Infrastructure &
Growth
☒
Quality of
Life
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Attachment #1

% of
Security Investments Par Value Book Value Market Value Portfolio Yield Medium-Term Corporate Bonds 138,931,000$ 135,240,078$ 135,023,708$ 21.64% Agency's 137,980,000 138,794,302 138,703,732 22.23% U.S. Treasury's 121,000,000 120,715,240 120,826,780 19.37% Municipal Bonds 163,455,000 158,337,143 160,075,071 25.66% Total Security Investments 561,366,000$ 553,086,763$ 554,629,291$ 88.90% Other Investments
Local Agency Investment Fund (LAIF) 38,132,313$ 38,132,313$ 38,132,313$ 6.11% California Asset Management Program (CAMP) 30,990,428 30,990,428 30,990,428 4.97% Local Bonds 133,248 133,248 133,248 0.02% Total Other Investments 69,255,989$ 69,255,989$ 69,255,989$ 11.10% Total Investments 630,621,989$ 622,342,752$ 623,885,280$ 100.0% 3.97% Cash with Fiscal Agents
US Bank 2015 COP (VECC Loan) 20,723$
US Bank 2003 East Visalia RDA 314,741
Delta Dental (Dental Prefunding)-estimate 60,700
Keenan & Associates (Workers Comp Prefunding)-estimate 456,051 Total Cash with Fiscal Agents 852,215$
Cash in Banks and Other Cash
Citizens Business Bank (Sweep and Operating)-estimate 1,110,555$ Petty Cash - Various City Offices 9,160
Total Cash in Banks and Other Cash 1,119,715$
Total Cash and Investments 625,857,210$
City of Visalia
Cash and Investment Summary
Quarter Ended March 31, 2026
382
Attachment #2

Investments Type Par Value Book Value Market Value Coupon Yield % of
Portfolio Maturity
S&P Credit
Rating
Moody's
Credit Rating
Days to
Maturity
CA State Muni 3,400,000.00$ 3,361,070.00$ 3,400,000.00$ 2.65% 0.97% 0.54% 04/01/26 AA- Aa2 1 CA State Muni 1,320,000.00$ 1,304,886.00$ 1,320,000.00$ 2.65% 3.18% 0.21% 04/01/26 AA- Aa2 1 Bay Area Toll Authority Muni 2,405,000.00$ 2,374,023.60$ 2,405,000.00$ 2.43% 4.90% 0.39% 04/01/26 AA Aa3 1 Bay Area Toll Authority Muni 3,000,000.00$ 2,961,360.00$ 3,000,000.00$ 2.43% 4.69% 0.48% 04/01/26 AA Aa3 1 U.S. Treasury Treasury 5,000,000.00$ 4,987,000.00$ 4,999,950.00$ 3.75% 3.86% 0.80% 04/15/26 n/a Aaa 15 Federal Home Loan Bank Agency 3,000,000.00$ 2,999,490.00$ 3,000,240.00$ 4.00% 3.98% 0.48% 04/17/26 AA+ Aa1 17 Federal National Mortgage Association Agency 2,000,000.00$ 1,968,700.00$ 1,997,840.00$ 2.13% 4.19% 0.32% 04/24/26 AA+ Aa1 24 Federal National Mortgage Association Agency 2,000,000.00$ 1,968,700.00$ 1,997,840.00$ 2.13% 4.95% 0.32% 04/24/26 AA+ Aa1 24 Federal Farm Credit Agency 2,000,000.00$ 2,011,020.00$ 2,001,360.00$ 4.88% 4.96% 0.32% 04/24/26 AA+ Aa1 24 Amazon.Com Inc. Corporate 3,000,000.00$ 2,921,460.00$ 2,989,350.00$ 1.00% 1.02% 0.48% 05/12/26 AA A1 42 Toyota Motor Credit Corporate 3,000,000.00$ 3,023,430.00$ 3,003,210.00$ 5.20% 4.23% 0.48% 05/15/26 A+ A1 45 Federal Farm Credit Agency 2,000,000.00$ 2,017,020.00$ 2,004,020.00$ 5.00% 4.77% 0.32% 06/04/26 AA+ Aa1 65 Federal Home Loan Bank Agency 2,000,000.00$ 2,012,540.00$ 2,003,680.00$ 4.75% 4.42% 0.32% 06/12/26 AA+ Aa1 73 Federal Home Loan Bank Agency 2,000,000.00$ 2,012,540.00$ 2,003,680.00$ 4.75% 4.50% 0.32% 06/12/26 AA+ Aa1 73 John Deere Capital Corp. Corporate 1,250,000.00$ 1,213,050.00$ 1,242,112.50$ 1.05% 0.91% 0.20% 06/17/26 A A1 78 U.S. Treasury Treasury 3,000,000.00$ 2,908,710.00$ 2,978,730.00$ 0.88% 1.61% 0.48% 06/30/26 n/a Aaa 91 Federal Farm Credit Agency 3,000,000.00$ 3,017,820.00$ 3,006,870.00$ 4.63% 4.43% 0.48% 07/10/26 AA+ Aa1 101 U.S. Treasury Treasury 2,000,000.00$ 2,010,520.00$ 2,004,200.00$ 4.50% 4.22% 0.32% 07/15/26 n/a Aaa 106 Federal Farm Credit Agency 2,000,000.00$ 2,009,980.00$ 2,004,700.00$ 4.50% 4.68% 0.32% 07/27/26 AA+ Aa1 118 U.S. Treasury Treasury 5,000,000.00$ 4,823,650.00$ 4,948,500.00$ 0.63% 2.58% 0.79% 07/31/26 n/a Aaa 122 Los Angeles Community College District Muni 2,000,000.00$ 1,935,740.00$ 1,981,880.00$ 1.17% 2.38% 0.32% 08/01/26 AA+ Aaa 123 Fremont Unified School District Muni 5,470,000.00$ 5,281,886.70$ 5,416,120.50$ 0.83% 3.30% 0.87% 08/01/26 AA- Aa2 123 Upper Santa Clara Valley Joint Powers Authority Muni 3,700,000.00$ 3,583,413.00$ 3,667,070.00$ 1.18% 3.43% 0.59% 08/01/26 AA+ n/a 123 San Jose Unified School District Muni 2,205,000.00$ 2,190,932.10$ 2,201,957.10$ 3.37% 3.55% 0.35% 08/01/26 AAA Aaa 123 Mountain View School District Muni 1,015,000.00$ 989,391.55$ 1,006,737.90$ 1.79% 4.45% 0.16% 09/01/26 AAA Aaa 154 Federal Home Loan Bank Agency 3,000,000.00$ 2,929,200.00$ 2,974,650.00$ 1.88% 1.12% 0.48% 09/11/26 AA+ Aa1 164 Federal Home Loan Bank Agency 2,000,000.00$ 2,016,820.00$ 2,007,780.00$ 4.63% 4.62% 0.32% 09/11/26 AA+ Aa1 164 Federal National Mortgage Association Agency 2,000,000.00$ 1,949,180.00$ 1,982,660.00$ 1.88% 1.21% 0.32% 09/24/26 AA+ Aa1 177 U.S. Treasury Treasury 3,000,000.00$ 2,889,840.00$ 2,957,730.00$ 0.88% 3.02% 0.47% 09/30/26 n/a Aaa 183 CA State Muni 3,000,000.00$ 2,934,870.00$ 2,979,600.00$ 2.38% 1.05% 0.48% 10/01/26 AA- Aa2 184 CA ST Public Works Board Lease Revenue Muni 3,000,000.00$ 2,992,560.00$ 3,002,310.00$ 4.18% 4.30% 0.48% 11/01/26 A+ Aa3 215 Federal Home Loan Bank Agency 2,000,000.00$ 2,017,460.00$ 2,010,840.00$ 4.63% 4.39% 0.32% 11/17/26 AA+ Aa1 231 Federal Home Loan Bank Agency 2,000,000.00$ 2,017,460.00$ 2,010,840.00$ 4.63% 4.01% 0.32% 11/17/26 AA+ Aa1 231 Federal Farm Credit Agency 3,000,000.00$ 3,011,580.00$ 3,007,770.00$ 4.25% 4.27% 0.48% 11/23/26 AA+ Aa1 237 CA State Department Water Muni 5,000,000.00$ 4,800,400.00$ 4,909,650.00$ 1.05% 1.68% 0.79% 12/01/26 AAA Aa1 245 CA State Department Water Muni 1,500,000.00$ 1,440,120.00$ 1,472,895.00$ 1.05% 4.00% 0.24% 12/01/26 AAA Aa1 245 Federal Home Loan Bank Agency 2,000,000.00$ 2,026,360.00$ 2,015,200.00$ 4.88% 4.03% 0.32% 12/11/26 AA+ Aa1 255 Federal Home Loan Bank Agency 3,000,000.00$ 2,888,130.00$ 2,946,750.00$ 1.25% 1.66% 0.47% 12/21/26 AA+ Aa1 265 Federal Home Loan Bank Agency 5,000,000.00$ 4,813,550.00$ 4,911,250.00$ 1.25% 2.70% 0.79% 12/21/26 AA+ Aa1 265 Federal Farm Credit Agency 2,000,000.00$ 2,005,080.00$ 2,004,600.00$ 4.13% 4.03% 0.32% 12/22/26 AA+ Aa1 266 Federal Farm Credit Agency 2,000,000.00$ 1,997,620.00$ 2,000,800.00$ 3.88% 4.07% 0.32% 12/23/26 AA+ Aa1 267 John Deere Capital Corp. Corporate 2,795,000.00$ 2,815,571.20$ 2,803,748.35$ 4.50% 3.62% 0.45% 01/08/27 A A1 283 U.S. Treasury Treasury 2,000,000.00$ 2,004,760.00$ 2,003,940.00$ 4.00% 4.46% 0.32% 01/15/27 n/a Aaa 290 U.S. Treasury Treasury 4,000,000.00$ 4,018,280.00$ 4,012,360.00$ 4.13% 4.15% 0.64% 01/31/27 n/a Aaa 306 U.S. Treasury Treasury 5,000,000.00$ 4,846,300.00$ 4,916,000.00$ 1.88% 2.37% 0.79% 02/28/27 n/a Aaa 334 Federal Home Loan Bank Agency 3,000,000.00$ 3,032,580.00$ 3,019,920.00$ 4.50% 4.01% 0.48% 03/12/27 AA+ Aa1 346 Federal Home Loan Bank Agency 2,000,000.00$ 2,021,720.00$ 2,013,280.00$ 4.50% 4.70% 0.32% 03/12/27 AA+ Aa1 346 Federal Home Loan Bank Agency 2,000,000.00$ 2,021,720.00$ 2,013,280.00$ 4.50% 4.82% 0.32% 03/12/27 AA+ Aa1 346 Federal Home Loan Bank Agency 2,000,000.00$ 2,021,720.00$ 2,013,280.00$ 4.50% 4.86% 0.32% 03/12/27 AA+ Aa1 346 U.S. Treasury Treasury 3,000,000.00$ 3,022,740.00$ 3,014,490.00$ 4.25% 4.03% 0.48% 03/15/27 n/a Aaa 349 U.S. Treasury Treasury 2,000,000.00$ 2,003,120.00$ 2,002,640.00$ 3.88% 3.80% 0.32% 03/31/27 n/a Aaa 365 CA ST Public Works Board Lease Revenue Muni 2,000,000.00$ 2,004,740.00$ 2,010,460.00$ 4.45% 4.15% 0.32% 04/01/27 A+ Aa3 366 Federal Farm Credit Agency 3,000,000.00$ 2,997,330.00$ 3,003,480.00$ 3.88% 3.83% 0.48% 04/07/27 AA+ Aa1 372 Federal Home Loan Bank Agency 2,000,000.00$ 2,033,960.00$ 2,020,000.00$ 4.75% 4.80% 0.32% 04/09/27 AA+ Aa1 374 Amazon.Com Inc. Corporate 5,000,000.00$ 4,944,800.00$ 4,962,350.00$ 3.30% 3.38% 0.80% 04/13/27 AA A1 378 Federal Farm Credit Agency 5,000,000.00$ 4,913,000.00$ 4,956,850.00$ 2.88% 2.88% 0.79% 04/26/27 AA+ Aa1 391 San Diego County Water Authority Muni 2,570,000.00$ 2,446,151.70$ 2,500,738.50$ 1.17% 4.55% 0.40% 05/01/27 AAA Aa2 396 American Express Co. Corporate 4,000,000.00$ 3,967,120.00$ 3,966,320.00$ 3.30% 3.87% 0.64% 05/03/27 A- A2 398 University of California Revenue Muni 1,600,000.00$ 1,557,824.00$ 1,575,808.00$ 2.56% 5.00% 0.25% 05/15/27 AA- Aa3 410 University of California Revenue Muni 2,000,000.00$ 1,908,100.00$ 1,943,620.00$ 1.32% 4.69% 0.31% 05/15/27 AA Aa2 410 University of California Revenue Muni 2,000,000.00$ 1,908,100.00$ 1,943,620.00$ 1.32% 4.00% 0.31% 05/15/27 AA Aa2 410 University of California Revenue Muni 2,000,000.00$ 1,906,080.00$ 1,944,700.00$ 1.37% 3.90% 0.31% 05/15/27 AA Aa2 410 U.S. Treasury Treasury 5,000,000.00$ 5,065,800.00$ 5,036,700.00$ 4.50% 3.68% 0.81% 05/15/27 n/a Aaa 410 Torrance CA Joint Powers Authority Muni 1,030,000.00$ 980,879.30$ 1,004,559.00$ 1.71% 4.85% 0.16% 06/01/27 AA n/a 427 Chula Vista Pension Obligation Muni 2,660,000.00$ 2,514,764.00$ 2,576,476.00$ 1.16% 4.80% 0.41% 06/01/27 AA n/a 427 Federal Home Loan Bank Agency 2,000,000.00$ 2,016,980.00$ 2,008,220.00$ 4.13% 4.23% 0.32% 06/11/27 AA+ Aa1 437 Federal Home Loan Bank Agency 2,000,000.00$ 2,030,520.00$ 2,017,860.00$ 4.63% 4.51% 0.32% 06/11/27 AA+ Aa1 437 Anaheim CA Public Financing Authority Muni 3,000,000.00$ 2,878,620.00$ 2,927,160.00$ 2.09% 5.53% 0.47% 07/01/27 AA A1 457 U.S. Treasury Treasury 3,000,000.00$ 2,941,530.00$ 2,957,940.00$ 2.75% 4.20% 0.47% 07/31/27 n/a Aaa 487 U.S. Treasury Treasury 2,000,000.00$ 1,866,560.00$ 1,910,780.00$ 0.38% 4.08% 0.31% 07/31/27 n/a Aaa 487 San Joaquin California Community College Dist. Muni 2,500,000.00$ 2,374,100.00$ 2,424,625.00$ 1.43% 4.69% 0.39% 08/01/27 n/a Aa2 488 San Bernardino CA Community College Dist. Muni 1,455,000.00$ 1,389,830.55$ 1,412,746.80$ 1.61% 4.10% 0.23% 08/01/27 AA Aa1 488 San Ramon Valley Unified School District Muni 3,445,000.00$ 3,271,165.30$ 3,337,412.65$ 1.44% 4.00% 0.53% 08/01/27 AA Aa1 488 Campbell CA Unified High School District Muni 1,875,000.00$ 1,772,456.25$ 1,808,043.75$ 1.04% 4.70% 0.29% 08/01/27 AAA n/a 488 Gavilan CA Community College District Muni 2,225,000.00$ 2,114,996.00$ 2,157,538.00$ 1.51% 4.80% 0.35% 08/01/27 AA Aa3 488 U.S. Treasury Treasury 3,000,000.00$ 2,910,000.00$ 2,936,730.00$ 2.25% 2.97% 0.47% 08/15/27 n/a Aaa 502 U.S. Treasury Treasury 2,000,000.00$ 1,940,000.00$ 1,957,820.00$ 2.25% 4.20% 0.31% 08/15/27 n/a Aaa 502 Amazon.Com Inc. Corporate 5,000,000.00$ 4,918,550.00$ 4,939,500.00$ 3.15% 4.11% 0.79% 08/22/27 AA- A1 509 La Quinta Redevelopment Agency Muni 2,000,000.00$ 1,895,740.00$ 1,935,980.00$ 1.73% 4.00% 0.31% 09/01/27 AA- n/a 519 City of Visalia
Investment Report
By Maturity Date
03/31/2026
383

City of Visalia
Investment Report
By Maturity Date
03/31/2026 (cont.)

Federal Home Loan Bank Agency 2,000,000.00$ 2,028,000.00$ 2,019,280.00$ 4.50% 4.71% 0.32% 09/10/27 AA+ Aa1 528 Federal Farm Credit Agency 2,000,000.00$ 2,021,980.00$ 2,015,920.00$ 4.38% 3.77% 0.32% 09/15/27 AA+ Aa1 533 Toyota Motor Credit Corporate 2,000,000.00$ 2,016,780.00$ 2,011,400.00$ 4.55% 4.70% 0.32% 09/20/27 A+ A1 538 Federal National Mortgage Association Agency 2,000,000.00$ 1,871,100.00$ 1,909,960.00$ 0.75% 4.40% 0.31% 10/08/27 AA+ Aa1 556 Federal National Mortgage Association Agency 2,000,000.00$ 1,871,100.00$ 1,909,960.00$ 0.75% 4.07% 0.31% 10/08/27 AA+ Aa1 556 PepsiCo Corporate 4,000,000.00$ 3,911,040.00$ 3,939,080.00$ 3.00% 4.36% 0.63% 10/15/27 A+ A1 563 PepsiCo Corporate 2,280,000.00$ 2,229,292.80$ 2,245,275.60$ 3.00% 4.19% 0.36% 10/15/27 A+ A1 563 CA State University Muni 3,000,000.00$ 2,827,860.00$ 2,879,790.00$ 1.36% 4.45% 0.46% 11/01/27 AA- Aa2 580 Federal Farm Credit Agency 2,000,000.00$ 2,028,760.00$ 2,020,940.00$ 4.50% 4.38% 0.32% 11/23/27 AA+ Aa1 602 U.S. Treasury Treasury 2,000,000.00$ 2,007,660.00$ 2,001,180.00$ 3.88% 4.10% 0.32% 11/30/27 n/a Aaa 609 Amazon.Com Inc. Corporate 3,000,000.00$ 3,039,930.00$ 3,026,490.00$ 4.55% 4.83% 0.49% 12/01/27 AA A1 610 Federal Home Loan Bank Agency 2,000,000.00$ 2,022,060.00$ 2,014,220.00$ 4.25% 4.03% 0.32% 12/10/27 AA+ Aa1 619 U.S. Treasury Treasury 2,000,000.00$ 2,014,220.00$ 2,005,400.00$ 4.00% 4.18% 0.32% 12/15/27 n/a Aaa 624 Federal Farm Credit Agency 2,000,000.00$ 1,995,440.00$ 1,997,980.00$ 3.75% 4.00% 0.32% 12/22/27 AA+ Aa1 631 John Deere Capital Corp. Corporate 2,000,000.00$ 2,031,353.40$ 2,026,316.00$ 4.75% 4.64% 0.32% 01/20/28 A A1 660 U.S. Treasury Treasury 4,000,000.00$ 3,979,680.00$ 3,977,200.00$ 3.50% 4.18% 0.64% 01/31/28 n/a Aaa 671 CA ST Muni 2,000,000.00$ 1,891,420.00$ 1,923,880.00$ 1.70% 4.70% 0.31% 02/01/28 AA- Aa2 672 Apple Inc. Corporate 5,000,000.00$ 4,663,050.00$ 4,761,600.00$ 1.20% 4.67% 0.76% 02/08/28 AA+ Aaa 679 U.S. Treasury Treasury 3,000,000.00$ 3,040,560.00$ 3,022,980.00$ 4.25% 4.23% 0.48% 02/15/28 n/a Aaa 686 Federal Farm Credit Agency 2,000,000.00$ 2,032,440.00$ 2,016,060.00$ 4.38% 4.20% 0.32% 02/28/28 AA+ Aa1 699 U.S. Treasury Treasury 4,000,000.00$ 4,030,320.00$ 4,013,120.00$ 4.00% 4.22% 0.64% 02/29/28 n/a Aaa 700 U.S. Treasury Treasury 2,000,000.00$ 1,996,560.00$ 1,992,740.00$ 3.63% 3.80% 0.32% 03/31/28 n/a Aaa 731 CA ST Muni 3,000,000.00$ 2,965,980.00$ 2,977,620.00$ 3.50% 3.95% 0.48% 04/01/28 AA- Aa2 732 CA ST Muni 3,000,000.00$ 2,965,980.00$ 2,977,620.00$ 3.50% 4.52% 0.48% 04/01/28 AA- Aa2 732 CA ST Public Works Board Lease Revenue Muni 3,000,000.00$ 3,054,750.00$ 3,054,180.00$ 4.86% 4.87% 0.49% 04/01/28 A+ Aa3 732 WalMart Inc. Corporate 3,106,000.00$ 3,109,478.72$ 3,103,515.20$ 3.90% 4.17% 0.50% 04/15/28 AA Aa2 746 U.S. Treasury Treasury 2,000,000.00$ 1,869,300.00$ 1,898,040.00$ 1.25% 4.70% 0.30% 04/30/28 n/a Aaa 761 U.S. Treasury Treasury 3,000,000.00$ 2,993,670.00$ 2,988,180.00$ 3.63% 3.94% 0.48% 05/31/28 n/a Aaa 792 Federal Farm Credit Agency 2,000,000.00$ 2,036,340.00$ 2,026,440.00$ 4.50% 4.42% 0.32% 06/07/28 AA+ Aa1 799 WalMart Inc. Corporate 4,000,000.00$ 3,985,880.00$ 3,979,080.00$ 3.70% 4.07% 0.64% 06/26/28 AA Aa2 818 Federal Home Loan Bank Agency 2,000,000.00$ 2,017,840.00$ 2,011,040.00$ 4.00% 4.06% 0.32% 06/30/28 AA+ Aa1 822 San Diego Unified School District Muni 3,000,000.00$ 2,998,290.00$ 2,998,680.00$ 3.92% 3.94% 0.48% 07/01/28 n/a Aa2 823 U.S. Treasury Treasury 2,000,000.00$ 1,843,820.00$ 1,875,460.00$ 1.00% 4.04% 0.30% 07/31/28 n/a Aaa 853 Desert CA Community College District Muni 2,000,000.00$ 1,888,320.00$ 1,918,400.00$ 2.02% 4.85% 0.31% 08/01/28 AA Aa1 854 Desert CA Community College District Muni 1,500,000.00$ 1,416,240.00$ 1,438,800.00$ 2.02% 4.15% 0.23% 08/01/28 AA Aa1 854 Los Angeles Community College District Muni 1,955,000.00$ 1,836,077.35$ 1,870,895.90$ 1.61% 5.12% 0.30% 08/01/28 AA+ Aaa 854 San Ramon Valley Unified School District Muni 1,730,000.00$ 1,612,498.40$ 1,642,219.80$ 1.67% 4.20% 0.26% 08/01/28 AA Aa1 854 Santa Moncia CA Unified School District Muni 3,760,000.00$ 3,444,310.40$ 3,532,369.60$ 1.20% 4.15% 0.57% 08/01/28 AA+ Aa1 854 San Jose Successor Agency Muni 3,000,000.00$ 2,922,420.00$ 2,940,840.00$ 3.13% 4.45% 0.47% 08/01/28 AA n/a 854 Solano County Community College District Muni 540,000.00$ 502,891.20$ 511,250.40$ 1.48% 4.84% 0.08% 08/01/28 AA Aa1 854 Apple Inc. Corporate 3,000,000.00$ 2,779,770.00$ 2,833,950.00$ 1.40% 4.15% 0.45% 08/05/28 AA+ Aaa 858 Apple Inc. Corporate 2,000,000.00$ 1,853,180.00$ 1,889,300.00$ 1.40% 4.10% 0.30% 08/05/28 AA+ Aaa 858 Apple Inc. Corporate 1,000,000.00$ 926,590.00$ 944,650.00$ 1.40% 4.10% 0.15% 08/05/28 AA+ Aaa 858 Federal Farm Credit Agency 2,000,000.00$ 2,038,620.00$ 2,026,800.00$ 4.50% 4.32% 0.32% 08/28/28 AA+ Aa1 881 Murrita Valley CA Unified School District Muni 2,990,000.00$ 2,773,284.80$ 2,822,081.60$ 1.56% 4.70% 0.45% 09/01/28 n/a Aa2 885 Federal Home Loan Bank Agency 2,000,000.00$ 2,039,320.00$ 2,025,860.00$ 4.38% 4.64% 0.32% 09/08/28 AA+ Aa1 892 Federal Home Loan Bank Agency 5,000,000.00$ 5,110,050.00$ 5,064,650.00$ 4.38% 3.52% 0.81% 09/08/28 AA+ Aa1 892 Federal Farm Credit Agency 2,000,000.00$ 2,043,080.00$ 2,031,040.00$ 4.50% 4.73% 0.33% 09/22/28 AA+ Aa1 906 CA ST Muni 5,000,000.00$ 5,137,550.00$ 5,124,400.00$ 5.00% 5.00% 0.82% 10/01/28 AA- Aa2 915 CA Municipal Finance Authority Muni 500,000.00$ 472,355.00$ 478,985.00$ 2.44% 4.88% 0.08% 10/01/28 n/a A1 915 Los Angeles CA Muni 2,230,000.00$ 2,044,151.80$ 2,096,735.20$ 1.65% 4.44% 0.34% 11/01/28 A+ n/a 946 Federal Home Loan Bank Agency 2,000,000.00$ 1,991,680.00$ 1,982,860.00$ 3.58% 3.50% 0.32% 11/27/28 AA+ Aa1 972 U.S. Treasury Treasury 2,000,000.00$ 2,041,640.00$ 2,027,660.00$ 4.38% 4.10% 0.33% 11/30/28 n/a Aaa 975 Federal Home Loan Bank Agency 2,000,000.00$ 2,057,780.00$ 2,045,760.00$ 4.75% 3.83% 0.33% 12/08/28 AA+ Aa1 983 Federal Home Loan Bank Agency 1,980,000.00$ 2,037,202.20$ 2,025,302.40$ 4.75% 4.08% 0.32% 12/08/28 AA+ Aa1 983 Federal Home Loan Bank Agency 4,000,000.00$ 4,053,480.00$ 4,019,320.00$ 4.00% 3.52% 0.64% 12/08/28 AA+ Aa1 983 Federal Farm Credit Agency 2,000,000.00$ 2,032,360.00$ 2,025,880.00$ 4.25% 3.80% 0.32% 12/15/28 AA+ Aa1 990 U.S. Treasury Treasury 2,000,000.00$ 2,001,800.00$ 1,996,020.00$ 3.75% 4.23% 0.32% 12/31/28 n/a Aaa 1006 U.S. Treasury Treasury 3,000,000.00$ 3,002,700.00$ 2,994,030.00$ 3.75% 4.39% 0.48% 12/31/28 n/a Aaa 1006 John Deere Capital Corp. Corporate 2,000,000.00$ 2,021,840.00$ 2,019,060.00$ 4.50% 4.44% 0.32% 01/16/29 A A1 1022 Wells Fargo Bank NA Corporate 3,000,000.00$ 3,000,000.00$ 2,986,770.00$ 3.92% 3.92% 0.48% 01/22/29 A+ Aa2 1028 U.S. Treasury Treasury 5,000,000.00$ 5,045,100.00$ 5,022,650.00$ 4.00% 4.29% 0.81% 01/31/29 n/a Aaa 1037 Federal Farm Credit Agency 3,000,000.00$ 3,003,690.00$ 2,976,630.00$ 3.50% 3.46% 0.48% 02/05/29 AA+ Aa1 1042 Riverside County Pension Obligation Muni 1,000,000.00$ 965,330.00$ 969,890.00$ 3.12% 3.77% 0.16% 02/15/29 AA Aa2 1052 U.S. Treasury Treasury 3,000,000.00$ 3,052,860.00$ 3,034,440.00$ 4.25% 4.29% 0.49% 02/28/29 n/a Aaa 1065 Federal Home Loan Bank Agency 2,000,000.00$ 2,049,880.00$ 2,036,680.00$ 4.50% 4.11% 0.33% 03/09/29 AA+ Aa1 1074 Federal Home Loan Bank Agency 2,000,000.00$ 2,049,880.00$ 2,036,680.00$ 4.50% 4.68% 0.33% 03/09/29 AA+ Aa1 1074 Federal Home Loan Bank Agency 2,000,000.00$ 2,046,140.00$ 2,038,720.00$ 4.63% 4.72% 0.33% 03/09/29 AA+ Aa1 1074 Blackrock Funding Inc. Corporate 2,000,000.00$ 2,042,320.00$ 2,031,080.00$ 4.70% 4.74% 0.33% 03/14/29 AA- Aa3 1079 U.S. Treasury Treasury 2,000,000.00$ 2,027,040.00$ 2,016,640.00$ 4.13% 3.85% 0.32% 03/31/29 n/a Aaa 1096 CA ST Muni 4,640,000.00$ 4,487,993.60$ 4,516,622.40$ 3.05% 4.82% 0.72% 04/01/29 AA- Aa2 1097 CA ST Public Works Board Lease Revenue Muni 3,300,000.00$ 3,375,834.00$ 3,380,355.00$ 4.88% 4.35% 0.54% 04/01/29 A+ Aa3 1097 Federal Farm Credit Agency 2,000,000.00$ 2,032,660.00$ 2,030,020.00$ 4.38% 4.69% 0.33% 04/10/29 AA+ Aa1 1106 Federal Farm Credit Agency 3,000,000.00$ 3,003,840.00$ 3,004,410.00$ 3.88% 3.91% 0.48% 04/23/29 AA+ Aa1 1119 U.S. Treasury Treasury 5,000,000.00$ 5,156,250.00$ 5,113,300.00$ 4.63% 3.87% 0.82% 04/30/29 n/a Aaa 1126 San Jose CA Financing Authority Muni 500,000.00$ 493,885.00$ 494,570.00$ 3.88% 3.75% 0.08% 05/01/29 AA Aa3 1127 University of California Revenue Muni 3,000,000.00$ 2,898,090.00$ 2,922,540.00$ 3.17% 4.07% 0.47% 05/15/29 AA- Aa3 1141 U.S. Treasury Treasury 3,000,000.00$ 3,081,810.00$ 3,058,140.00$ 4.50% 4.01% 0.49% 05/31/29 n/a Aaa 1157 Home Depot Inc. Corporate 3,000,000.00$ 2,907,930.00$ 2,886,300.00$ 2.95% 3.85% 0.46% 06/15/29 A A2 1172 384

City of Visalia
Investment Report
By Maturity Date
03/31/2026 (cont.)

University of California Revenue Muni 2,000,000.00$ 1,957,760.00$ 1,959,760.00$ 3.35% 4.35% 0.31% 07/01/29 AA Aa2 1188 University of California Revenue Muni 2,000,000.00$ 1,957,760.00$ 1,959,760.00$ 3.35% 3.93% 0.31% 07/01/29 AA Aa2 1188 University of California Revenue Muni 2,500,000.00$ 2,447,200.00$ 2,449,700.00$ 3.35% 4.00% 0.39% 07/01/29 AA Aa2 1188 WalMart Inc. Corporate 4,000,000.00$ 3,928,360.00$ 3,909,640.00$ 3.25% 3.78% 0.63% 07/08/29 AA Aa2 1195 Bristol-Myers Squibb Co. Corporate 3,000,000.00$ 2,940,120.00$ 2,922,180.00$ 3.40% 3.97% 0.47% 07/26/29 A A2 1213 PepsiCo Corporate 3,000,000.00$ 2,873,220.00$ 2,852,310.00$ 2.63% 3.81% 0.46% 07/29/29 A+ A1 1216 CA ST Muni 4,000,000.00$ 4,071,000.00$ 4,070,520.00$ 4.50% 4.27% 0.65% 08/01/29 AA- Aa2 1219 CA ST Muni 2,000,000.00$ 2,035,500.00$ 2,035,260.00$ 4.50% 4.38% 0.33% 08/01/29 AA- Aa2 1219 San Diego CA Public Facs Financing Authority Muni 2,435,000.00$ 2,268,421.65$ 2,289,362.65$ 2.13% 4.37% 0.37% 08/01/29 n/a Aa2 1219 Toyota Motor Credit Corporate 3,000,000.00$ 3,024,060.00$ 3,017,820.00$ 4.55% 4.68% 0.48% 08/09/29 A+ A1 1227 CA ST Muni 3,000,000.00$ 3,124,410.00$ 3,113,100.00$ 5.13% 3.63% 0.50% 09/01/29 AA- Aa2 1250 CA ST Muni 3,000,000.00$ 3,124,410.00$ 3,113,100.00$ 5.13% 4.31% 0.50% 09/01/29 AA- Aa2 1250 Federal Farm Credit Agency 2,000,000.00$ 2,005,640.00$ 2,002,120.00$ 4.00% 4.40% 0.32% 09/06/29 AA+ Aa1 1255 Federal Farm Credit Agency 2,000,000.00$ 1,966,920.00$ 1,974,520.00$ 3.50% 3.43% 0.32% 09/10/29 AA+ Aa1 1259 WalMart Inc. Corporate 4,000,000.00$ 3,750,600.00$ 3,780,320.00$ 2.38% 4.13% 0.61% 09/24/29 AA Aa2 1273 U.S. Treasury Treasury 4,000,000.00$ 4,057,200.00$ 4,032,800.00$ 4.13% 4.08% 0.65% 10/31/29 n/a Aaa 1310 Wells Fargo Bank NA Corporate 5,000,000.00$ 5,000,000.00$ 4,923,100.00$ 4.20% 4.20% 0.79% 11/26/29 A+ Aa2 1336 U.S. Treasury Treasury 2,000,000.00$ 2,029,380.00$ 2,016,560.00$ 4.13% 4.06% 0.32% 11/30/29 n/a Aaa 1340 U.S. Treasury Treasury 3,000,000.00$ 3,044,070.00$ 3,024,840.00$ 4.13% 4.41% 0.48% 11/30/29 n/a Aaa 1340 Federal Farm Credit Agency 2,000,000.00$ 2,014,960.00$ 2,009,060.00$ 4.13% 4.41% 0.32% 12/17/29 AA+ Aa1 1357 Toyota Motor Credit Corporate 5,000,000.00$ 5,113,150.00$ 5,081,100.00$ 4.95% 5.07% 0.81% 01/09/30 A+ A1 1380 U.S. Treasury Treasury 5,000,000.00$ 5,098,650.00$ 5,063,300.00$ 4.25% 4.31% 0.81% 01/31/30 n/a Aaa 1402 Coca Cola Co. Corporate 3,000,000.00$ 2,940,330.00$ 2,921,280.00$ 3.45% 3.94% 0.47% 03/25/30 A+ A1 1455 U.S. Treasury Treasury 5,000,000.00$ 5,046,500.00$ 5,017,950.00$ 4.00% 3.94% 0.80% 03/31/30 n/a Aaa 1461 Home Depot Inc. Corporate 3,000,000.00$ 2,841,390.00$ 2,822,280.00$ 2.70% 3.99% 0.45% 04/15/30 A A2 1476 Costco Corporate 5,000,000.00$ 4,461,500.00$ 4,524,450.00$ 1.60% 4.22% 0.73% 04/20/30 AA Aa3 1481 U.S. Treasury Treasury 4,000,000.00$ 4,015,640.00$ 3,995,640.00$ 3.88% 4.04% 0.64% 04/30/30 n/a Aaa 1491 Texas Instruments Inc. Corporate 5,000,000.00$ 4,572,350.00$ 4,514,850.00$ 1.75% 3.90% 0.72% 05/04/30 A+ Aa3 1495 Apple Inc. Corporate 2,500,000.00$ 2,268,000.00$ 2,267,400.00$ 1.65% 3.91% 0.36% 05/11/30 AA+ Aaa 1502 University of California Revenue Muni 5,000,000.00$ 4,464,850.00$ 4,537,550.00$ 1.61% 4.40% 0.73% 05/15/30 AA Aa2 1506 University of California Revenue Muni 4,000,000.00$ 3,834,480.00$ 3,871,520.00$ 3.27% 4.23% 0.62% 05/15/30 AA- Aa3 1506 Coca Cola Co. Corporate 3,000,000.00$ 2,721,990.00$ 2,711,910.00$ 1.65% 3.82% 0.43% 06/01/30 A+ A1 1523 Merck & Co. Inc. Corporate 3,000,000.00$ 2,724,240.00$ 2,671,980.00$ 1.45% 3.78% 0.43% 06/24/30 A+ Aa3 1546 San Diego Community College Muni 4,000,000.00$ 3,669,400.00$ 3,686,640.00$ 2.01% 3.87% 0.59% 08/01/30 AAA Aa1 1584 Home Depot Inc. Corporate 3,000,000.00$ 2,997,300.00$ 2,960,940.00$ 3.95% 3.97% 0.47% 09/15/30 A A2 1629 CA ST Muni 2,500,000.00$ 2,413,000.00$ 2,386,075.00$ 3.00% 3.80% 0.38% 11/01/30 AA- Aa2 1676 CA ST Muni 3,000,000.00$ 2,919,240.00$ 2,863,290.00$ 3.00% 3.63% 0.46% 11/01/30 AA- Aa2 1676 Federal National Mortgage Association Agency 4,000,000.00$ 4,512,280.00$ 4,446,080.00$ 6.63% 3.71% 0.71% 11/15/30 AA+ Aa1 1690 Amazon.Com Inc. Corporate 5,000,000.00$ 5,021,000.00$ 4,941,400.00$ 4.10% 4.00% 0.79% 11/20/30 AA A1 1695 Wells Fargo Bank NA Corporate 3,000,000.00$ 3,000,000.00$ 2,984,670.00$ 4.23% 4.23% 0.48% 01/22/31 A+ Aa2 1758 Blackrock Funding Inc. Corporate 3,000,000.00$ 2,740,052.09$ 2,672,670.00$ 1.90% 3.85% 0.43% 01/28/31 AA- Aa3 1764 Wells Fargo Bank NA Corporate 3,000,000.00$ 3,000,000.00$ 2,977,500.00$ 4.22% 4.22% 0.48% 03/12/31 A+ Aa2 1807 JP Morgan Chase Bank NA Corporate 5,000,000.00$ 5,000,000.00$ 4,975,450.00$ 4.58% 4.58% 0.80% 03/24/31 AA- Aa2 1819 Total Investments 561,366,000.00$ 553,086,763.66$ 554,629,290.80$ 88.9% Other Investments
Local Agency Investment Funds (LAIF) LAIF 38,132,313.28$ 38,132,313.28$ 38,132,313.28$ 3.88% 3.88% 6.1% 03/31/26 N/A - California Asset Management Program (CAMP) CAMP 30,990,427.97$ 30,990,427.97$ 30,990,427.97$ 3.80% 3.80% 5.0% 03/31/26 N/A - Orchard Walk West Bond 45,000.00$ 45,000.00$ 45,000.00$ 6.75% 6.75% 0.0% 06/01/26 N/A 62 Atwood Water Main District Bond 54,006.13$ 54,006.13$ 54,006.13$ 4.00% 4.00% 0.0% 09/02/30 N/A 1616 Laura Water Main District Bond 34,241.51$ 34,241.51$ 34,241.51$ 4.00% 4.00% 0.0% 09/02/30 N/A 1616 Total Other Investments 69,255,988.89$ 69,255,988.89$ 69,255,988.89$ 11.1% Total Portfolio Holdings 630,621,988.89$ 622,342,752.55$ 623,885,279.69$ 3.97% 100.0% 385
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0835 Agenda Date: 6/1/2026 Agenda #: 10.

Agenda Item Wording:

Authorize Investment Authority - Approve Resolution Number 2026-35 adopting the City of Visalia’s annually updated Investment Policy and delegate authority to invest funds for the City of Visalia to the Finance Director/Treasurer for fiscal year 2026-27.

Agenda Date: 06/01/2026
Prepared by: Jason Montgomery, Finance Manager, [email protected] , 713-4425; Renee Nagel, Finance and Technology Services Director, [email protected] , 713-4375 Department Recommendation: Staff recommends that the Council approve and adopt the annually updated Investment Policy for fiscal year 2026-27 and continue to delegate authority of the investment program to the Finance Director/Treasurer, Renee Nagel.

Summary:

The City of Visalia’s Investment Policy and the Delegation of Authority to invest funds for the City must be adopted annually. The City’s Investment Policy insures the City is investing public funds in a manner which will provide the greatest security with the maximum investment return while meeting daily cash flow demands and conforming to all state and local statutes governing the investment of public funds. Staff is recommending that Council adopt the policy for fiscal year 2026-27 which has no changes from the prior year. The Investment Policy is attached.

Background Discussion:

Authority to manage the City’sinvestment program is derived from the City’sCharter. On November 21, 1983, Council delegated responsibility (Resolution 83-96) for the investment program to the Finance Director (Treasurer), who establishes written procedures for the operation of the investment program consistent with this investment policy. Procedures should include: safekeeping, repurchase agreements, wire transfer agreements, banking service contracts, and collateral/depository agreements. Such procedures shall include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Treasurer. The Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials. Annually, Council will review and adopt by resolution the Investment Policy, in which Council will delegate responsibility for the investment program to the Finance Director/Treasurer.

Authority To Invest Funds
According to California Government Code Section 53607, the authority to invest funds of a local agency may be delegated for a one year period or until the delegation of authority is revoked. As in past years, staff recommends assigning Finance Director/Treasurer, Renee Nagel, with City Visalia City Council Printed on 5/29/2026Page 1 of 2
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File #: 25-0835 Agenda Date: 6/1/2026 Agenda #: 10.
investment responsibility.

City Investment Policy
It is the policy of the City to invest public funds in a manner which will provide the greatest security with the maximum investment return while meeting daily cash flow demands and conforming to all state and local statutes governing the investment of public funds. The City’s investments are diversified by the various maturities, call structures, and credit types which are allowed by the City’s Investment Policy and California Government Code Section 53600 et seq. Annually, staff reviews the policy (as required) and proposes changes that reflect changes to the federal, state, and local investment statutes. This year there are no proposed changes to the Investment Policy.

Fiscal Impact including annual maintenance and operating costs: n/a Prior Council Action: The City of Visalia Investment Policy and Delegation of Authority to invest funds for the City are adopted annually. Council last approved these items on June 16, 2025.

Alternatives: n/a
Recommended Motion (and Alternative Motions if expected):

I move to approve Resolution No. 2026-35 approving the Investment Policy and Delegating Authority to invest funds for the City of Visalia to the Finance Director/Treasurer, Renee Nagel.

Environmental Assessment Status: n/a
CEQA Review: n/a
Deadline for Action: 06/01/2026
Attachments:

Attachment #1, City of Visalia Investment Policy
Attachment #2, City of Visalia Resolution 2026-35 approving the Investment Policy and Delegating Authority to the Finance Director/Treasurer.

Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☒
Organizational
Excellence
☒
Fiscal
Strength
☐
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Printed on 5/29/2026Page 2 of 2
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CITY OF VISALIA

Statement of Investment Policy

INTRODUCTION

The City of Visalia (The City) strives to maintain the level of investment of all funds as near 100% as possible through daily and projected cash flow determinations. Investments are made so maturities match or precede the cash needs of the City. The City will insure that principal invested is protected from loss while maintaining adequate cash availability and maximizing yield on invested funds.

The basic premise underlying the City's investment philosophy is to insure that money is always available when needed. A minimum amount of 6% of the adopted operating budget is maintained in immediately available investments, such as the State Treasurer's Local Agency Investment Fund or other cash equivalents. This may include commercial paper, banker's acceptances, or new repurchase agreements.

The City’s portfolio will be limited to an average life of three years or less. When the market warrants purchase of longer maturities to capture a higher rate of return, purchases will be limited to United States Treasury Notes and Bonds, Federal Agencies, Medium Term Notes , and Mortgage Backed Securities.

The City will attempt to ladder the portfolio with staggered maturities so that a portion of the portfolio will mature each year. In addition, the economy and various markets are monitored carefully to assess the probable course of interest rates. In a market with low or increasing interest rates, the City will attempt to invest in securities with shorter maturities. This makes funds available for other investments when the interest rates are higher. When interest rates appear to be near a relative high rate, the City will attempt to purchase investments with medium to long -term maturities to lock in the higher rate of return. When interest rates are falling, the City will invest in securities with longer maturities to hold the higher rate for a longer period of time.

The City will also take advantage of any new investment instrument that becomes eligible for municipal investment only after a detailed review of the investment, and its safety, liquidi ty and yield are completed.

1.0 Policy

It is the policy of the City to invest public funds in a manner which will provide the greatest security with the maximum investment return while meeting the daily cash flow demands of the entity and conforming to all state and local statutes governing the investment of public funds.

2.0 Scope

It is intended that this Investment Policy cover all funds and investment activities under the direct authority of the City organization.

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3.0 Prudence

As a charter city, the City operates its pooled cash investments under the prudent investor rule.

Investments shall be made with the judgment and care, under the circumstances then prevailing which investors of prudence, discretion, and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived. This affords the City a broad spectrum of investment opportunities as long as the investment is deemed prudent and is allowable under current legislation of the State of California, the charter of the City, and this investment policy. Investments will be made in a range of instruments to insure diversification of the City's port folio and liquidity of assets in an emergency situation.

3.1 The standard of prudence to be used by investment officials shall be the “prudent person” standard and shall be applied in the context of managing an overall portfolio. Investment officers acting in accordance with written procedures and the investment polic y and exercising due diligence shall be relieved of personal responsibility for an individual security’s credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and appropriate action is taken to control adverse developments. Future State of California legislative actions affecting this investment policy (adding further restrictions to the type and length of investments) shall not apply to those investments held prior to the enactment of said legislation unless specifically identified in the legislative action.

4.0 Objective

The primary objectives, in priority order, of the City of Visalia’s investment activities shall be:

4.1 Safety: Safety of principal is the foremost objective of the investment program. Investments of the City shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. The objective will be to mitigate credit risk and interest rate risk.

a. Credit Risk, which is the risk of loss due to the failure of the security issuer or backer, will be minimized by:
• Limiting investments to the types of securities listed in Section 8.0 of this Investment Policy • Pre-qualifying the financial institutions, broker/dealers, intermediaries, and advisers with which the City will do business in accordance with Section 7.0 • Diversifying the investment portfolio so that the impact of potential losses from any one type of security or from any one individual issuer will be minimized.

b. Interest Rate Risk, which is the risk that the market value of securities in the portfolio will fall due to changes in market interest rates, by:
• Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity
• Investing funds primarily in shorter -term securities, money market mutual funds, or similar investment pools and limiting the average maturity of the portfolio in accordance with this policy as outlined in Section 13.0.

4.2 Liquidity: The City’s investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated.

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4.3 Return on Investments: The City’s investment portfolio shall be designed with the objective of attaining a rate of return throughout budgetary and economic cycles, commensurate with the City’s investment risk constraints and the cash flow characteristics of the portfolio. Securities shall generally be held until maturity with the following exceptions:
• A security with declining credit may be sold early to minimize loss of principal. • A security swap would improve the quality, yield, or target duration in the portfolio. • Liquidity needs of the portfolio require that the security be sold.

5.0 Delegation of Authority:

Authority to manage the City’s investment program is derived from the City’s Charter. On November 21, 1983 Council delegated responsibility (Resolution 83 -96) for the investment program is to the Finance Director (Treasurer), who shall establish written procedures for the operation of the investment program consistent with this investment policy. Procedures should include reference to: safekeeping, repurchase agreements, wire transfer agreements, banking service contracts and collateral/depository agreements. Such procedures shall include explicit delegation of authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this policy and the procedures established by the Treasurer. The Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials. Annually, Council will review and adopt by resolution the updated Investment Policy, in which Council will delegate responsibility for the investment program to the Treasurer.

6.0 Ethics and Conflicts of Interest

Officers and employees involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions. Employ ees and investment officials shall disclose to the Treasurer any material interests in financial institutions that conduct business within this jurisdiction, and they shall further disclose any large personal financial/investment positions that could be related to the performance of the City, particularly with regard to the time of purchases and sales.

7.0 Authorized Financial Dealers and Institutions:

The Treasurer will maintain a list of financial institutions authorized to provide investment services. In addition, a list will also be maintained of approved security broker/dealers selected by credit worthiness who are authorized to provide investment services in the State of California. These may include “primary” dealers or regional dealers that qualify under Securities & Exchange Commission Rule 15C3- 1 (uniform net capital rule). No public deposit shall be made except in a qualified public deposito ry as established by State laws.

All financial institutions and broker/dealers who desire to become qualified bidders for investment transactions must supply the Treasurer with the following:
• Audited Financial Statements
• Proof of National Association of Security Dealers certification • Completed broker/dealer questionnaire
• Certification of having read this investment policy
• Compliance with City of Visalia insurance requirements for professional services agreements for general, professional and automotive liability.

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An annual review of the financial condition and registrations of qualified bidders will be conducted by the Treasurer. In addition, a current audited financial statement is required to be on file for each financial institution and broker/dealer in which the City conducts investment transactions.

The City shall also be open to contracting investment management services for a portion of the portfolio.

That portion shall be limited to longer term investments of two years or longer. Any investment management firm contracted shall meet criteria estab lished by the Treasurer. All investments made under contract will be purchased in the City's name and in accordance with the guidelines established by the City's investment policy.

8.0 Authorized and Suitable Investments

The City is empowered by statute to invest in the following types of securities . Any instrument not expressly permitted is prohibited. Specific limitations are provided on the maximum allowable percentage per investment category and further limitations by issuer within each investment category.

With the exception of insured and/or collateralized bank deposits, overnight repurchase agreements, U.S. Government securities, including its agencies and instrumentalities, and authorized pools, no more than 10% of the City’s aggregate investment portfolio may be invested in securities of a single issuer regardless of sector. Any percentage limitation for a particular category of investment is only applicable at the time of purchase.

A. Securities of the U.S. Government
Securities of the U.S. Government include U.S. Treasury bills, notes and bonds.

U.S. Treasury Bills - are issued by the U.S. Treasury and are available in maturities out to one year.

They are non -interest bearing and sold on a discount basis. The face amount is paid at maturity.

Treasury Notes - are issued by the U.S. Treasury with maturities from two to ten years. They are issued in coupon form and many issues are also available in registered form. Interest is payable at six month intervals until maturity.

Treasury Bonds - are issued by the U.S. Treasury with maturities of ten years to thirty years. The City may purchase the interest and/or principal of a U.S. Treasury Bond. A principal only instrument is commonly called a "stripped" or "zero" coupon. Stripped coupons a re sold at a discount basis. The face amount is paid at maturity.

B. Securities of U.S. Government Agencies

The capital of U.S. government agencies was initially financed by the United States Treasury. As the agencies have grown and operated profitably over the years, the Treasury's investment has been replaced in a large measure by private capital. At the present time, obligations of only a few agencies are backed by the full faith and credit of the U.S. Government. The obligations of all the federal agencies described in the following sections are not guaranteed by the U.S. Government with the exception of Government National Mortgage Association, but are considered to be investments of the highest quality.

Federal National Mortgage Association - (Fannie Mae) Is a quasi- public corporation created by an act of Congress to assist the home mortgage market by purchasing mortgages insured by the Federal Housing Administration and the Farmers Home Administration, as well as those guaranteed by the Veterans Administration. FNMA issues Notes and Bonds. Notes are issued with maturities of less than one year with interest paid at maturity. Bonds are issued for 15 and 30 year maturities with interest paid semi-annually. Interest is computed on a 30/360 day basis. There is a strong secondary market in these securities. A secondary market means these instruments are actively traded; they are bought and sold daily.
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Government National Mortgage Association - (Ginnie Mae) is a wholly owned corporate instrumentality of the United States within the Department of Housing and Urban Development. A certificate collateralized by FHA/VA residential mortgages represents a share in a pool of FHA or VA mortgages.

Ginnie Mae's are registered securities. Principal and interest are paid monthly and sent directly from the issuer of the pool, usually a mortgage banker, to the City. Original maturities range from 12 to 30 years with a 7 to 12 year assumed average life. (Assumed average life is due to prepayments of mortgages).

Federal Home Loan Banks - provide credit to member lending institutions such as savings and loan associations, cooperative banks, insurance companies and savings banks. The agency offers bonds in the public market with maturities of one year to ten years. These bonds are usual ly offered on a quarterly basis depending on the current demands of the housing industry. Interest is paid semi - annually on a 30/360 day basis.

Federal Farm Credit Banks - are debt instruments issued to meet the financial needs of farmers and the national agricultural industry. Discount notes are issued monthly with 6 and 9 month maturities.

Discount notes pay interest at maturity. Longer term debentures (2 -5 years) are also issued.

Debentures pay interest semi -annually on a 30/360 day basis. These issues enjoy an established secondary market.

Small Business Administration Loans - (SBA) The Small Business Administration is an independent agency of the United States government which furnishes financial and management assistance to small businesses. The SBA guarantees the principal portion of the loans it approves. The City purchases the guaranteed portion of these loans. Maturity can be for 1 year to 30 years. These loans can be either set at a fixed rate or variable rate which is usually tied to the prime rate. Principal and interest are paid monthly on a 30/360 day basis.

Federal Home Loan Mortgage Corporation - (Freddie Macs) A publicly held government -sponsored enterprise created on July 24, 1970 pursuant to the Federal Home Loan Mortgage Corporation Act, Title III of the Emergency Home Finance Act of 1970, as amended. Freddie Mac’s statutory mission is to provide stability in the secondary market for home mortgages, to respond appropriately to the private capital market and to provide ongoing assistance to the secondary market for home mortgages by increasing the liquidi ty of mortgage investments and improving the distribution of investment capital available for home mortgage financing. Maturity can be for 1 year to 30 years. These loans can be either set at a fixed rate or variable rate.

Other U.S. government securities available to the City for investment purposes include: Student Loan Marketing Association (SLMA or Sallie Mae), Aid for International Development (AID), and debentures of Tennessee Valley Authority (TVA). However, these instruments are not offered on a regular basis and do not offer the same liquidity as the before mentioned instruments.

C. Securities of the State of California or Its Sub-Divisions

The State of California and its sub -divisions occasionally provide a good investment alternative, such as notes, bonds and other evidences of indebtedness. They are used to meet the financial needs of State, or other agencies of the State. These investments, during certain market conditions, can provide a higher yield even without the tax benefit that the private sector takes advantage of. The City will only purchase California securities with credit ratings of A or better by a nationally recognized rating agency; and with maturities of 5 years or less. Their interest is calculated on a 30/360 day basis like Agency bonds. Interest is paid semi-annually.

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D. Time Deposits and Certificates of Deposit

Time Deposits are placed with commercial banks, savings association, or state or federal credit unions.

A time deposit is a receipt for funds deposited in a financial institution for a specified period of time at a specified rate of interest. Generally, the time is 3 months to 2 years. Denominations can be any agreed upon amount and interest is normally calculated using actual number of days on a 360 -day year and paid monthly. Deposits are insured by the Federal Deposit Insurance Corporation (FDIC) currently up to $250,000 per institution and Certificates of Deposit can be supported by either 110% U.S.

Government agency notes or 150% mortgages currently held by the bank or savings and loan. An institution must meet the following criteria to be considered by the City:
• The institution must maintain a net worth to asset ratio of at least 3% and a positive earnings record. • The institution must make available a current FDIC call report or FHLB report. A call report presents the solvency of the institution to the agency with oversight responsibility of that institution.

E. Negotiable Certificates of Deposit

Negotiable Certificates of Deposit are a form of Certificate of Deposit which have been an important money market instrument since 1961 when commercial banks began issuing them and a secondary market developed to provide liquidity. Since these certificates of deposit can be traded in the secondary market, they are negotiable instruments, hence their name negotiable certificate of deposit. They are supported only by the strength of the institution from which they are purchased. Interest is paid semi- annually computed on a 30/360 day basis. Maturities range from 3 months to 2 years. Negotiable Certificates of Deposit are generally issued in blocks of $1 million, $5 million, $10 million, etc.

The City will restrict its investments in Negotiable Certificates of Deposit to the 100 largest United States banks according to asset size. The profitability of the financial institution as well as its financial stability is also taken into account prior to placing the investment.

F. Banker's Acceptance Notes

A banker's acceptance (B.A.) is a unique credit instrument used to finance both domestic and international transactions. As a money market instrument, it is an attractive short -term investment.

When a bank "accepts" such a time draft, it becomes, in effec t, a predated certified check payable to the bearer at some future, specified date. Little risk is involved because the commercial bank assumes primary liability once the draft is accepted. Banker's acceptances are frequently in odd amounts.

Maturities normally range from 30 up to 180 days. Banker's acceptances are sold at a discount. This means the face amount is received at maturity. The City will purchase Banker’s acceptances from only the 100 largest United States banks according to asset size. The profitability of the financial institution as well as its financial stability is also taken into account prior to placing the investment.

G. Commercial Paper

Commercial paper is the trade name applied to unsecured promissory notes issued by finance and industrial companies to raise funds on a short term basis. Commercial paper can be purchased on an interest bearing or discount basis. Interest bearing instruments pay interest semi-annually. Discounted instruments pay interest at maturity. The City will invest in commercial paper only if the paper attains the highest ranking or attains the highest letter and number rating as provided for by a nationally recognized statistical-rating organization (NRSRO). Maturities range from 30 to 180 days with interest computed on a 30/360 day basis.

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H. Medium Term Notes

In recent years, this financing mechanism has grown, providing capital to the private sector, and diminishing the Negotiable Certificate of Deposit market. The trend towards medium term notes is related to buyer and seller flexibility and convenience. Th e notes are issued on any given date and maturing on a negotiated date. They generally range from 2 to 5 years in maturity. This market provides an excellent alternative to Negotiable C.D.'s. The City will only purchase Medium Term Notes with credit ratings of A or better by a nationally recognized rating agency; and with maturities of 5 years or less. Their interest is calculated on a 30/360 day basis like Agency bonds. Interest is paid semi - annually.

I. Local Agency Investment Fund

The Local Agency Investment Fund (LAIF) was established by the State to enable treasurers to place funds in a pool for investment. The LAIF has been particularly beneficial to those jurisdictions with small portfolios. Each agency is limited to an invest ment of $75.0 million per account. The City uses this fund for short term liquidity, investment , and yield when rates are declining. Funds are available on demand and interest is paid quarterly.

J. Repurchase Agreement

Closely associated with the functioning of the Federal funds market is the negotiation of repurchase agreements or repo’s . Banks may buy temporarily idle funds from a customer by selling U.S.

Government or other securities with the contractual agreement to repurchase the same security on a future date determined by negotiation. For the use of funds, the customer receives an interest payment from the bank; the interest rate reflects both the prevailing demand for Federal funds and the maturity of the repo. Repurchase Agreements are usually executed for $100,000 or more. The City will require physical delivery of the securities backing the repo to its safekeeping agent. The institution from which the City purchases a repo must transfer on an ongoing basis sufficient securities to compensate for changing market conditions and to insure that the market value of securities is valued at 102 percent or greater of the funds borrowed against those securities . Generally, maturities range from 1 to 90 days with interest paid at maturity , and may not exceed one year . A Master Repurchase Agreement is required.

K. Reverse Repurchase Agreements

Reverse Repurchase Agreements, on the other hand simply reverses the above process of purchasing repurchase agreements. The City, in effect, sells a particular security to a firm for a stated period of time, not to exceed 92 days. Interest is paid at maturity. The City pays the firm interest on the cash it receives while receiving the interest on original security. The City will in turn purchase a short term security at a higher rate of interest. Reverse repurchase agreements may also be used to alleviat e a temporary cash shortage. The City of Visalia will never utilize the reverse repurchase agreement in order to meet its cash needs. Reinvestment of reverse repurchases will be in securities of shorter or equal maturities to a reverse repurchase agreement. Reverse repurchase agreements cannot exceed 20% of the investment portfolio.

L. Money Market Mutual Funds

Money Market Mutual Funds are shares issued by diversified management companies who invest in the securities and obligations as authorized by subdivisions (a) to (j), inclusive, or subdivisions (m) or (n) of Government Code Section 53630 and comply with the investment restrictions of Article 2 (commencing with Section 53630 of the California Government Code ). To be eligible for investment 394
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pursuant to this subdivision, these companies shall either: (1) attain the highest ranking or the highest letter and numerical rating provided by not less than two nationally recognized rating services, or (2) have an investment adviser registered with the Securities and Exchange Commission with not less than five year's experience investing in the securities and obligations as authorized by subdivisions (a) to (j), inclusive, or subdivisions (m) or (n) of Government Code section 53630, and with assets und er management in excess of five hundred million dollars ($500,000,000). The purchase price of shares purchased pursuant to this subdivision shall not include any commission that these companies may charge and shall not exceed 20 percent of the investment portfolio.

M. Investment Pools other than LAIF

Managed Investment Pool’s pursuant to California Government Code Section 53601 (p) for which shares of beneficial interest issued by a joint powers authority organized pursuant to California Government Code Section 6509.7 that invests in the securities and obligations authorized in subdivisions (a) to (q), inclusive. Each share shall represent an equal proportional interest in the underlying pool of securities owned by the joint powers authority. To be eligible under this section, the joint powers authority issuing the shares shall have retained an investment adviser that meets all of the following criteria:

1. The advisor is registered or exempt from registration with the Securities and Exchange Commission.

2. The advisor has not less than five years of experience investing in the securities and obligations authorized in subdivisions (a) to (q), inclusive.

3. The advisor has assets under management in excess of five hundred million dollars ($500,000,000).

9.0 Other Investment Pools:

A thorough investigation of investment pools, as authorized by statute, shall be conducted prior to the City’s investment. Any pool shall provide the following:

• A description of eligible investment securities, and a written statement of i nvestment policy and objectives (i.e. are reserves, retained earnings, etc. utilized by the pool and is the pool eligible for bond proceeds and/or will it accept such proceeds)
• A description of interest calculations and distribution methods, and how gains and losses are treated • A description of how the securities are safeguarded (including the settlement processes), and how often securities are priced and the program audited
• A description of who may invest in the program
• A description of how deposits and withdrawals will be made, how often they are allowed and any minimum or maximum limitations
• A reporting schedule for receiving statements and portfolio activity • A fee schedule and method of assessment

10.0 Collateralization:

Collateralization will be required on two types of investments: certificates of deposit and repurchase (and reverse) agreements. Deposits are insured by the Federal Deposit Insurance Corporation (FDIC) currently up to $250,000 per institution and Certificates of Deposit can be supported by either 395
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110% U.S. Government agency notes or 150% mortgages currently held by the bank or savings and loan.

11.0 Safekeeping and Custody:

Securities purchased with invested funds that are in a negotiable, bearer, registered, or nonregistered format, shall require delivery of all the securities to the City, including those purchased for the City by financial advisors, consultants, or managers using the City’s funds, by book entry, physical delivery, or by third party custodial agreement. The transfer of securities to the counterparty bank’s customer book entry account may be used for book-entry delivery.

To insure the safety and internal accounting controls necessary to establish a stable and accurate investment system, the City uses an investment confirmation document. This document is prepared by Treasury and approved by accounting personnel. Copies are also distributed to the City accounting department, Treasury investment file, and the institutions with which the order to transfer funds was placed (safekeeping). This transaction control document, or "Confirmation" form, contains information regarding the type of investment; amount invested; interest rate; purchase and maturity dates; and any delivery instructions. This confirmation is matched to the Broker's Confirmation and held in the Treasury's file until the security is sold or matures.

12.0 Diversification:

The City operates its investment pool with many State and self -imposed constraints. It does not buy stocks and it does not speculate. Currently Government Code Section 53600 (et seq) restricts the City portfolio to:

o 30% in Negotiable Certificates of Deposit o 40% in Bankers Acceptance Notes o 25% in Commercial Paper o 30% in Medium Term Notes o 20% in Money Market Mutual Funds o 20% in Repurchase Agreements

These restrictions primarily apply to short-term investments and are interpreted to apply at the time of investment. If, as the portfolio mix changes over time, a particular segment exceeds these restrictions the prudent investor rule shall apply.

The City will be selective in purchasing long -term negotiable certificates of deposit and medium term notes, placing such an investment only with a large stable institution.

13.0 Maximum Maturities

To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements. The City will operate a portfolio with an average life of three years or less. This is to insure liquidity and the ability to move with changing markets and interest rates.

No investments shall be made in investments with maturities greater than five (5) years without specific Council approval not less than ninety days prior to the investment . Exception: Mortgage Backed Securities, such as Federal National Mortgage Association (Fannie Mae) and Government National Mortgage Association (Ginnie Mae) which have maturities greater than five (5) years, and not to exceed 30 years may be purchased. While the final maturity on these investments is greater than five (5) years, 396
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the return of principal and interest is received on a monthly basis (as mortgages are being paid, refinanced, and pre-paid), therefore minimizing the investment risk. At no point, will investments with maturities greater than five (5) years exceed 20% of the portfolio value.

14.0 Internal Control

To assure compliance with policies and procedures, the Treasurer, along with finance staff, shall form an investment committee. The committee will meet to review the investment portfolio and collectively establish investment goals and parameters for purchases. The committee will also collectively decide on investment purchases and sales of holdings.

15.0 Performance Standards

The investment portfolio shall be designed with the objective of obtaining a rate of return throughout budgetary and economic cycles, commensurate with the investment risk constraints and the cash flow needs.

15.1 Market Yield (Benchmark): The City’s investment strategy is passive. Passive investment portfolio management generally indicates that the Treasurer will purchase an instrument and hold it through maturity, and then reinvest the monies. Although the City’s investment strategy is passive, this will not restrict the Treasurer from evaluating when swaps are appropriate or if the sale of an instrument is prudent prior to final maturity. Given this strategy, a series of appropriate benchmarks shall be established against which portfolio performance shall be compared on a regular basis. The benchmarks shall be reflective of the actual securities being purchased and risks undertaken and the benchmarks shall have a similar weighted average maturity as the portfolio.

16.0 Reporting

Quarterly, the Treasurer will issue a report for Council’s review of the City's current investment portfolio, detailing securities purchase and maturity date, face and market value, credit quality, and any reverse activities.

Periodically, the long-term investments will be reviewed in order to determine if it is advantageous to sell those securities and purchase others. The review will consider current market conditions and various spread relationships among security types. Additionally, a statement will be issued indicating the findings of the analysis. The monitoring of the conditions set forth in this policy statement is the responsibility of the Treasurer.

17.0 Investment Policy Adoption

The City’s investment policy shall be adopted by resolution. The policy shall be reviewed annually by the City Council and any modifications made thereto must be approved by them.

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Exhibit A

City of Visalia - Summary of Eligible Investments

Type of Issue Original Maturities Interest Payments U.S. Govt.

Guaranteed?
_______________________________________________________________________ U.S. Treasury 91 day and 182 day Issued at a discount Yes Bills Bills auctioned each from par. Paid at Monday for settlement maturity.
on Thursday.

52 week bills auctioned Discount is based on every fourth Thursday the actual number of for settlement on the days on a 360 day basis. following Thursday. Paid at maturity. ________________________________________________________________________________ U.S. Treasury 2 to 10 years. Paid semi-annual based Yes Notes on the actual days in the month and half-year.
________________________________________________________________________________ U.S. Treasury 10 to 30 years. Paid semi-annual based Yes Bonds on the actual days in the month and half-year.

Strips or 10 to 30 years. Issued at a discount Yes Zeros from par. Paid at maturity on a 30/360
day basis.
________________________________________________________________________________ FNMA(Federal Discount notes are Issued at a discount No National Mortgage issued with maturities from par. Paid at Association) less than one year. maturity on a 30/360 day basis.

15 year and 30 year Principal and interest No mortgage-backed paid semi-annually on a
securities with a 30/360 day basis.
7 and 15 year assumed
average life.
_________________________________________________________________________________ GNMA(Gov’t Various maturities Principal and interest Yes National Mortgage from 12 to 30 years paid monthly on a 30/360 Association) with an assumed day basis. average life of
7 to 12 years.

______________________________________________________________________________ FHLB(Fed Home Bonds of maturities Paid semi-annually on No Loan Bank) from 1 to 10 years. 30/360 day basis. 398
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Exhibit A

City of Visalia - Summary of Eligible Investments

Type of Issue Original Maturities Interest Payments U.S. Govt.

Guaranteed?
________________________________________________________________________________ FFCB(Fed Farm 6 and 9 month Paid at maturity No Credit Bank) offered monthly. on a 30/360 day basis.

Debentures are Paid semi-annually No issued with 2 to on a 30/360 day basis.
5 years maturities.
________________________________________________________________________________ SBA(Small Bus. Loans to Small Principal and interest No Administration) Businesses. The paid monthly. On a principal portion 30/360 day basis. Can
of the loan is be a fixed or variable
guaranteed by the rate which is usually
SBA. 1 to 30 years. tied to prime rate.
________________________________________________________________________________ FHLMC(Fed. Home 30 year final with Principal and interest No Loan Mortgage 12 year assumed paid monthly on a 30/360 Corporation) average life. day basis.

California Securities Debentures are Paid semi-annually No issued with 2 to on a 30/360 day basis.
5 years maturities.

________________________________________________________________________________ CD(Certificate 3 months to 5 years. Paid monthly on a No of Deposit) actual/360 day basis. ________________________________________________________________________________ NCD(Negotiable 3 months to 2 years. Paid semi-annually. No Certificates of Some issues have Floaters pay quarterly.

Deposit) quarterly floating
rates.
________________________________________________________________________________ BA Notes(Banker's 30 to 180 days. Issued at a discount No Acceptance Notes) from par. Paid at maturity.
__________________________________________________________________________________ Commercial Paper Unsecured promissory Can be interest bearing No note issued by finance or a discounted note.
and industrial companies If interest bearing,
to raise short term paid semi-annually. If
capital. Generally 30 discounted, paid at
to 180 days. maturity.
__________________________________________________________________________________ MTN(Medium Term 2 to 5 years. Paid semi-annually No Notes) Extended maturity on a 30/360 day basis. commercial paper.
___________________________________________________________________________________ LAIF(Local Agency Funds are available Paid quarterly. No Investment Fund) on demand. Investments
State Pool are restricted by Gov't.

Code, same as the City's.
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Exhibit A

City of Visalia - Summary of Eligible Investments

Type of Issue Original Maturities Interest Payments U.S. Govt.

Guaranteed?
___________________________________________________________________________________ Repurchase Negotiated. Paid at maturity. No Agreements A short term investment
transaction with a
contractual agreement
to repurchase the same
securities at a future
date. In essence, the
City loans the Bank
money for a specified
time collateralized by
marketable securities.

Terms are from 1
to 90 days.
_____________________________________________________________________________________ Reverse Negotiated. Paid at maturity. No Repurchase This transaction
Agreements is the mirror image
of the repurchase
agreement. Instead
of the City loaning
the Bank money, the
Bank loans the City
funds. The City
then "repurchases"
securities with
matched maturities
to the end of the
contract. Terms are
from 1 to 90 days.
____________________________________________________________________________________ Money Market Funds are available Paid Monthly No Mutual Funds on demand. Shares
issued by a diversified
management company.
____________________________________________________________________________________ Other Funds are available Paid quarterly No
Investment on demand.

Pools
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GLOSSARY

AGENCIES: Federal agency securities

ANNUAL COMPREHENSIVE FINANCIAL
REPORT (Annual Financial Report): The
official annual report for the City of Visalia. It
includes five combined statements for each
individual fund and account group prepared in
conformity with GAAP. It also includes supporting
schedules necessary to demonstrate compliance
with finance-related legal and contractual
provisions, and a detailed Statistical Section.

ASKED: The price at which securities are
offered.

ARBITRAGE: Transactions by which securities
are bought and sold in different markets at the
same time for the sake of the profit arising from a
yield difference in the two markets.

BANKERS ACCEPTANCE (BA): A draft of bill
or exchange by a bank or trust company. The
accepting institution guarantees payment of the
bill, as well as the issuer.

BID: The price offered by a buyer of securities.
(When you are selling securities, you ask for a
bid.) See Offer.

BROKER: A broker brings buyers and sellers
together for a commission.

CERTIFICATE OF DEPOSIT (CD): A time
deposit with a specific maturity evidenced by a
certificate. Large-denomination CD’s are typically
negotiable.

COLLATERAL: Securities, evidence of deposit
or other property which a borrower pledges to
secure repayment of a loan. Also refers to
securities pledged by a bank to secure deposits
of public monies.

COUPON: (a) The annual rate of interest a
bond’s issuer promises to pay the bondholder on
the bond’s face value. (b) A certificate attached
to a bond evidencing interest due on a payment
date.

DEALER: A dealer, as opposed to a broker, acts
as a principal in all transactions, buying and
selling for his/her own account.

DEBENTURE: A bond secured only by the
general credit of the issuer.

DELIVERY VERSUS PAYMENT (DVP): There
are two methods of delivery of securities: delivery
versus payment and delivery versus receipt.

Delivery versus payment is delivery of securities
with an exchange of money for the securities.

Delivery versus receipt is delivery of securities
with an exchange of a signed receipt for the
securities.

DERIVATIVES: (1) Financial instruments whose
return profile is linked to, or derived from, the
movement of one or more underlying index or
security, and may include a leveraging factor, or
(2) financial contracts based upon notional
amounts whose value is derived from an
underlying index or security (interest rates,
foreign exchange rates, equities or commodities).

DISCOUNT: The difference between the cost
price of a security and its maturity when quoted at
lower than face value. A security selling below
original offering price shortly after sale also is
considered to be at a discount.

DISCOUNT SECURITIES: Non-interest bearing
money market instruments that are issued at a
discount and redeemed at maturity for full face
value, e.g. U.S. Treasury Bills.

DIVERSIFICATION: Dividing investment funds
among a variety of securities offering independent
returns.

FEDERAL CREDIT AGENCIES: Agencies of the
Federal government set up to supply credit to
various classes of institutions and individuals,
e.g., S&L’s, small business firms, students,
farmers, farm cooperatives, and exporters.

FEDERAL DEPOSIT INSURANCE
CORPORATION (FDIC): A federal agency that
insures bank deposits, currently up to $250,000
per deposit.

FEDERAL FUNDS RATE: The rate of interest at
which Fed funds are traded. This rate is currently
pegged by the Federal Reserve through open-
market operations.

FEDERAL HOME LOAN BANKS (FHLB):

Government sponsored wholesale banks
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(currently 12 regional banks) which lend funds
and provide correspondent banking services to
member commercial banks, thrift institutions,
credit unions and insurance companies. The
mission of the FHLB’s is to liquefy the housing
related assets of its members who must purchase
stock in their district Bank.

FEDERAL NATIONAL MORTGAGE
ASSOCIATION (FNMA): FNMA, like GNMA was
chartered under the Federal National Mortgage
Association Act in 1938. FNMA is a federal
corporation working under the auspices of the
Department of Housing and Urban Development
(HUD). It is the largest single provider of
residential mortgage funds in the United States.

Fannie Mae, as the corporation is called, is a
private stockholder-owned corporation. The
corporation’s purchases include a variety of
adjustable mortgages and second loans, in
addition to fixed-rate mortgages. FNMA’s
securities are also highly liquid and are widely
accepted. FNMA assumes and guarantees that
all security holders will receive timely payment of
principal interest.

FEDERAL OPEN MARKET COMMITTEE
(FOMC): Consists of seven members of the
Federal Reserve Board and five of the twelve
Federal Reserve Bank Presidents. The President
of the New York Federal Reserve Bank is a
permanent member, while the other Presidents
serve on a rotating basis. The Committee
periodically meets to set Federal Reserve
guidelines regarding purchases and sales of
Government Securities in the open market and a
means of influencing the volume of bank credit
and money.

FEDERAL RESERVE SYSTEM: the central
bank of the United States created by Congress
and consisting of a seven member Board of
Governors in Washington, DC, 12 regional banks
and about 5,700 commercial banks that are
members of the system.

GENERALLY ACCEPTED ACCOUNTING
PRINCIPALS (GAAP): The standard established
by the National Council on Governmental
Accounting which establishes the minimum
requirements for a fair presentation of financial
data in external financial reports. GAAP also
assures a degree of comparability in financial
reporting among different governments.

GOVERNMENT NATIONAL MORTGAGE
ASSOCIATION (GNMA or Ginnie Mae):

Securities influencing the volume of bank credit
guaranteed by GNMA and issued by mortgage
bankers, commercial banks, savings and loan
associations, and other institutions. Security
holder is protected by full faith and credit of the
U.S. Government. Ginnie Mae securities are
backed by the FHA, VA or FMHM mortgages.

The term “passthroughs” is often used to describe
Ginnie Mae's.

LIQUIDITY: A liquid asset is one that can be
converted easily and rapidly into cash without a
substantial loss of value. In the money market, a
security is said to be liquid if the spread between
bid and asked prices is narrow and reasonable
size can be done at those quotes.

LOCAL AGENCY INVESTMENT FUND: The
Local Agency Investment Fund (LAIF) was
established by the State to enable treasurers to
place funds in a pool for investments. The LAIF
has been particularly beneficial to those
jurisdictions with small portfolios. Each account is
limited to an investment of $75.0 million.

MARKET VALUE: The price at which a security
is trading and could presumably be purchased or
sold.

MASTER REPURCHASE AGREEMENT: A
written contract covering all future transactions
between the parties to repurchase—reverse
repurchase agreements that establishes each
party’s rights in the transactions. A master
agreement will often specify, among other things,
the right of the buyer-lender to liquidate the
underlying securities in the event of default by the
seller-borrower.

MATURITY: The date upon which the principal
or stated value of an investment becomes due
and payable.

MONEY MARKET: The market in which short-
term debt instruments (bills, commercial paper,
bankers’ acceptances, etc.) are issued and
traded.

OFFER: The price asked by a seller of securities.
(When you are buying securities, you ask for an
offer.) See Asked and Bid.

OPEN MARKET OPERATIONS: Purchases and
sales of government and certain other securities
in the open market by the New York Federal
Reserve Bank as directed by the FOMC in order
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to influence the volume of money and credit in the
economy. Purchases inject reserves into the
bank system and stimulate growth of money and
credit; sales have the opposite effect. Open
market operations are the Federal Reserve’s
most important and most flexible monetary policy
tool.

PORTFOLIO: Collection of securities held by an
investor.

PRIMARY DEALER: A group of government
securities dealers who submit daily reports of
market activity and positions and monthly
financial statements to the Federal Reserve Bank
of New York and are subject to its informal
oversight. Primary dealers include Securities and
Exchange Commission (SEC)-registered
securities broker-dealers, banks, and a few
unregulated firms.

PRUDENT PERSON RULE: An investment
standard. In some states the law requires that a
fiduciary, such as a trustee, may invest money
only in a list of securities selected by the custody
state--the so-called legal list. In other states the
trustee may invest in a security if it is one which
would be bought by a prudent person of
discretion and intelligence who is seeking a
reasonable income and preservation of capital.

QUALIFIED PUBLIC DEPOSITORIES: A
financial institution which does not claim
exemption from the payment of any sales or
compensating use or ad valorem taxes under the
laws of this state, which has segregated for the
benefit of the commission eligible collateral
having a value of not less than its maximum
liability and which has been approved by the
Public Deposit Protection Commission to hold
public deposits.

RATE OF RETURN: The yield obtainable on a
security based on its purchase price or its current
market price. This may be the amortized yield to
maturity on a bond the current income return.

REPURCHASE AGREEMENT (REPO): A holder
of securities sells these securities to an investor
with an agreement to repurchase them at a fixed
price on a fixed date. The security “buyer” in
effect lends the “seller” money for the period of
the agreement, and the terms of the agreement
are structured to compensate him for this.

Dealers use Repos extensively to finance their
positions. Exception: When the Fed is said to be
doing Repos, it is lending money, increasing bank
reserves.

SAFEKEEPING: A service to customers
rendered by banks for a fee whereby securities
and valuables of all types and descriptions are
held in the bank’s vaults for protection.

SECONDARY MARKET: A market made for the
purchase and sale of outstanding issues following
the initial distribution.

SECURITIES & EXCHANGE COMMISSION:

Agency created by Congress to protect investors
in securities transactions by administering
securities legislation.

SEC RULE 15C3-1: See Uniform Net Capital
Rule.

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

TREASURY BILLS: A non-interest bearing
discount security issued by the U.S. Treasury to
finance the national debt. Most bills are issued to
mature in three months, six months, and one
year.

TREASURY BONDS: Long-term coupon-bearing
U.S. Treasury securities issued as direct
obligations of the U.S. Government and having
initial maturities of more than 10 years.

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TREASURY NOTES: Long-term coupon-bearing
U.S. Treasury securities issued as direct
obligations of the U.S. Government and having
initial maturities from two to 10 years.

UNIFORM NET CAPITAL RULE: Securities and
Exchange Commission requirement that member
firms as well as nonmember broker-dealers in
securities maintain a maximum ratio of
indebtedness to liquid capital of 15 to 1; also
called net capital rule and net capital ratio.

Indebtedness covers all money owed to a firm,
including margin loans and commitments to
purchase securities, one reason new public
issues are spread among members of
underwriting syndicates. Liquid capital includes
cash and assets easily converted into cash.

YIELD: The rate of annual income return on an
investment, expressed as a percentage. (a)
INCOME YIELD is obtained by dividing the
current dollar income by the current market price
for the security. (b) NET YIELD or YIELD TO
MATURITY is the current income yield minus any
premium above par or plus any discount from par
in purchase price, with the adjustment spread
over the period from the date of purchase to the
date of maturity of the bond.

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RESOLUTION NO. 2026-35

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF VISALIA

ADOPTING THE CITY INVESTMENT POLICY

WHEREAS, the Council of the City of Visalia has adopted the Statement of Investment Policy; and

WHEREAS, California Government Code section 53646 requires annual review and adoption of the Investment Policy; and

WHEREAS, the authority to manage the City’s investment program is derived from the City’s Charter; and

WHEREAS, California Government Code section 53607 requires the authority to invest the funds of the City to be delegated annually to the Finance Director/Treasurer,

NOW, THEREFORE, BE IT RESOLVED that the Council of the City of Visalia adopt the City of Visalia Statement of Investment Policy and delegate responsibility for the investment program to the Finance Director/Treasurer.

PASSED AND ADOPTED: LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )

I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution ___________________ passed and adopted by the Council of the City of Visalia at a regular meeting held on ___________________.

Dated: Leslie B. Caviglia, CITY CLERK

By Reyna Rivera, Chief Deputy City Clerk

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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0840 Agenda Date: 6/1/2026 Agenda #: 11.

Agenda Item Wording:

Adopt resolution and exchange Federal funds for State Highway Account Funds - Adopt Resolution No. 2026-36 authorizing the City Manager to sign the fiscal year 2025/26 claim to the Tulare County Association of Governments for Regional Surface Transportation Program Funds in exchange for State Highway Account Funds in the amount of $1,008,740 and appropriate funds towards the Stevenson Mill Creek culvert replacement project.

Agenda Date: 06/01/2026
Prepared by:

Dolores Verduzco, Financial Analyst, [email protected], (559) 713-4540 Katherine Woodhull-Fuget, Associate Engineer, [email protected], (559) 713- 4447
Chris Crawford, City Engineer, [email protected], (559) 713-4331 Jason Huckleberry, Engineering & Building Director, [email protected], (559) 713-4495 Department Recommendation: Staff recommends Council adopt Resolution 2026-36 authorizing the City Manager to sign the fiscal year 2025/26 claim to the Tulare County Association of Governments (TCAG) for Regional Surface Transportation Program (RSTP) Funds in exchange for State Highway Account Funds in the amount of $1,008,740 and appropriate funds towards the Stevenson Mill Creek culvert replacement project.

Summary:

RSTP federal funds for fiscal year 2025/26 are eligible to exchange to state funds. The 2025/26 RSTP allocation amount available to the City of Visalia is $1,008,740. TCAG requires a resolution authorized by the governing board identifying an officer with the authority to sign the fiscal year 2025/26 RSTP exchange for State Highway Account Funds Claim.

Background Discussion:

RSTP funds are distributed to TCAG as the designated Metropolitan Planning Organization (MPO) for Tulare County. Funds are distributed to member agencies based on population size. Previously, the Visalia UZA (urbanized area) boundary encompassing Visalia, Tulare, Exeter, Farmersville and surrounding unincorporated communities exceeded the 200,000 population size threshold. Agencies encompassed by the Visalia UZA were previously not able to exchange federal RSTP funds for state cash. The 2020 Census changed how urban areas were determined and as a result all member agencies may exchange, as of fiscal year 2023/24, RSTP funds for state funds.

Staff recommends the exchange of federal RSTP funds to nonfederal State Highway Account funds as state funds have fewer restrictions, a shorter environmental process, and no local match requirement compared to federal funds. For fiscal year 2025/26, the RSTP balance available to member agencies for exchange to state funds is $3,343,814. Based on population size, Visalia City Council Printed on 5/29/2026Page 1 of 3
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File #: 25-0840 Agenda Date: 6/1/2026 Agenda #: 11.
approximately 30.17% is allocated to the City of Visalia in the amount of $1,008,740.

Staff recommends designating the fiscal year 2025/26 allotment and appropriate to the Stevenson Mill Creek Culvert replacement project. The Mill Creek culvert at Stevenson is one of the oldest box culverts in the city and is around the same age as the Mill Creek culvert at Giddings St that was just replaced. The Stevenson culvert is showing signs of nearing its end of useful life and should be replaced prior to, or in conjunction with, the relocation of Fire Station 51. The scope of work includes the replacement of the existing structure in-kind and replacement of the overlying street structural section, as well as lowering of the existing sewer main if needed.

In addition, staff plans to designate the next fiscal year 26/27 allotment to this project to utilize towards the additional funds needed for the construction phase.

Fiscal Impact including annual maintenance and operating costs:

Staff recommends the appropriation of State Highway Account funds in the amount of $1,008,740 to the Stevenson Mill Creek culvert replacement project. There is no fee to exchange federal RSTP funds to nonfederal State Highway Account funds.

Below is a summary of the additional appropriations included in the next 2-Year, FY 2026/27 and FY 2027/28, Capital Improvement Program to complete the funding needed for the Stevenson Mill Creek culvert replacement project. Wastewater funds are identified in the summary below as the existing sewer main may need to be lowered which will be evaluated as a part of the design phase.

Budget Summary: Stevenson Mill Creek culvert replacement project:

FY 25/26 RSTP Funds Exchange to State Funds (current claim)(2370) $1,008,740 FY 26/27 RSTP Funds Exchange to State Funds (estimate) (2370) $900,000 FY 26/27 Gas Tax Funds (to be appropriated) (2370) $27,000 FY 26/27 Wastewater Funds (to be appropriated) $39,300
FY 27/28 Wastewater Funds (to be appropriated) $149,200 Total Estimated Cost: $2,124,240
Maintenance costs: Maintenance costs are not expected to increase as a result of this project as the current infrastructure is existing. This project will replace the existing Mill Creek box culvert at Steveson St. and will include any associated road repairs.

Prior Council Action:

May 19, 2025
Adoption of Resolution No. 2025-35 to authorize the City Manager to sign the Fiscal Year 2024/25 claim to TCAG for RSTP Funds in Exchange for State Highway Account Funds and appropriate $930,390 towards the Giddings Street culvert replacement project.

June 17, 2024
Adoption of Resolution No. 2024-29 to authorize the City Manager to sign the Fiscal Year 2023/24 Claim to TCAG for RSTP Funds in Exchange for State Highway Account Funds and appropriate $889,030 towards Road Rehabilitation.

Alternatives: Not submit the FY 2025/26 RSTP Funds Exchange Claim Form Visalia City Council Printed on 5/29/2026Page 2 of 3
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File #: 25-0840 Agenda Date: 6/1/2026 Agenda #: 11.

Recommended Motion (and Alternative Motions if expected):

I move to adopt Resolution No. 2026-36 to authorize the City Manager to sign the fiscal year 2025/26 claim to TCAG for RSTP Funds in exchange for State Highway Account Funds in the amount of $1,008,740 and appropriate funds to the Stevenson Mill Creek culvert replacement project.

Environmental Assessment Status: Environmental review to be completed prior to construction.

CEQA Review: Environmental review to be completed prior to construction.

Deadline for Action: 06/01/2026
Attachments:

1. Resolution No. 2026-36

2. FY 2025/26 RSTP Funds Exchange Claim Form
Strategic Goal:
☐
Economic
Vitality
☒
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
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RESOLUTION NO. 2026-36

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA AUTHORIZING

THE CITY MANAGER TO FILE A REGIONAL SURFACE TRANSPORTATION

PROGRAM (RSTP) EXCHANGE FOR STATE HIGHWAY ACCOUNT FUNDS CLAIM FOR FISCAL YEAR 2025-26

WHEREAS, the Tulare County Association of Governments (TCAG) and the California Department of Transportation (Caltrans) have entered into a Standard Agreement contract to exchange unobligated balances of federal Regional Surface Transportation Program (RSTP) funds with non-federal State Highway Account funds; and

WHEREAS, Caltrans Division of Programming releases a 5 -year ESTIMATE of RSTP Exchange Program apportionments for inclusion in the Federal Transportation Improvement Program (FTIP) Programming document every 2 -years to California Metropolitan Planning Organizations (MPO’s); and

WHEREAS, TCAG is the designated MPO for Tulare County; and

WHEREAS, the Annual RSTP Exchange Program fund apportionment is an ESTIMATE and subject to change during the Fiscal Year 202 5-26 due to many Federal Surface Transportation Bill variables including the annual Appropriations Act as well as other Congressional action (i.e rescissions); and

WHEREAS, the FINAL RSTP Exchange apportionment amount is published at the end of Fiscal Year 2025-26 and can be different than the ESTIMATE of RSTP Exchange apportionment figure; and

WHEREAS, Annually, Caltrans sends TCAG a Standard Agreement contract that includes an RSTP Exchange Program apportionment figure; and

WHEREAS, TCAG applies a population-based distribution formula using current Department of Finance (DOF) population estimates (January 202 5) to the RSTP apportionment to determine the amount of RSTP Exchange funds to be distributed to TCAG member jurisdictions; and

WHEREAS, the E STIMATE of RSTP Exchange Program fund apportionment amount available to claim in Fiscal Year 2025-26 for the City of Visalia is $1,008,740; and

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WHEREAS, Payment of the ESTIMATE of RSTP Exchange fund claim will be subject to all conditions specified in the fully executed standard contract agreement between TCAG and Caltrans, as well as the TCAG RSTP Exchange Claim form requirements: Projects to be funded with this claim are only those projects that are defined under Sections 133(b) and 133(c) of Title 23 of the United States Code and Article XIX of the California State Constitution, implemented in accordance with the requirements of Section 182.6(d)(1) of the Streets and Highways Code; and

WHEREAS, if the FINAL RSTP Exchange apportionment figure is higher for Fiscal Year 2025-26 than the ESTIMATE of RSTP Exchange apportionment figure, Caltrans would have to revise the RSTP Exchange Standard Agreement contra ct with the higher RSTP figure before TCAG could instruct the Tulare County Auditor Controller’s Office to distribute a greater amount of RSTP Exchange Program funds to member agencies, than identified in this resolution; and

WHEREAS, if the FINAL RSTP Exchange apportionment figure is lower for Fiscal Year 2025-26 than the ESTIMATE of RSTP Exchange apportionment amount, Caltrans does not have to revise the RSTP Exchange contract with the lower amount before TCAG could recalculate the a vailable RSTP Exchange Program funds using the same population-based formula and then instruct the Tulare County Auditor-Controller’s Office to distribute the lower Fiscal Year 2025-26 FINAL RSTP Exchange Program fund amount to member agencies; and

WHEREAS, the CITY OF VISALIA has established special gas tax street improvement funds as a requirement to receive the RSTP Exchange Program funds: and

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Visalia that the City Manager is hereby authorized to sign the above-described Fiscal Year 2025-26 RSTP Exchange Program fund claim on behalf of the City of Visalia in the amount of $1,008,740.

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PASSED AND ADOPTED: June 1, 2026 LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )

I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2026-36 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 1, 2026.

Dated: June 1, 2026 LESLIE B. CAVIGLIA, CITY CLERK

By Reyna Rivera, Chief Deputy City Clerk

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Claim to the Tulare County Association of Governments
for Regional Surface Transportation Program (RSTP) Funds in Exchange for State Highway Account Funds FY2025-2026

Project Cost of
Project
Air
Quality
Exempt

1. Stevenson Mill Creek Culvert Replacement Project

$1,008,740  

2. $  

3. $  

4. $  

FY2025-2026 Claim Amount: $1,008,740
Claimant: City of Visalia
Claim Guidelines:

Projects outlined in the table below to be funded with this claim are only those projects that are define d under Sections 133(b) and 133(c) of Title 23, United States Code and Article XIX of the California State Constitution, implemented in accordance with the requirements of Section 182.6(d)(1) of the Streets and Highways Code.

Claim Instructions:

1. List (print or type) each INDIVIDUAL project to be funded with this claim.

2. List the amount of funds to be used for each project.

3. If the p roject is not a capacity expanding project and is exempt from the air quality conformance analysis check the “Exempt” box. ()

4. If the project is a capacity expanding project and the “build” alternative of the air quality conformance analysis has been completed for the project as required check the “Air Quality” box. ()
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Claim to the Tulare County Association of Governments
for Regional Surface Transportation Program (RSTP) Funds in Exchange for State Highway Account Funds FY2025-2026

It is understood by the City of Visalia (claimant) that payment of this claim is subject to approval by the TCAG Governing Board and mus t be in accordance with the TCAG and Caltrans Agreement. Said monies (and the interest earned on such monies subsequent to allocation) will be u sed only for those purposes for which the claim is approved.

The undersigned claimant, by accepting these funds agrees to establish a special account for the purpose of depositing funds received from TCAG pursuant to this agreement:
a. For cities, within their Special Gas Tax Street Improvement Fund; or b. For the county, within their County Road Fund

The undersigned claimant, by accepting these funds, agrees to grant the State of California auditors access t o their books and records for the purpose of verifyin g that funds paid hereunder are properly accounted for and proceeds are expended in accordance with the terms of this agreement. All documents will be available for inspection by authorized Caltrans age nts at any time during the project development and for a four -year period from the date of completion of the project, or one year after the audit is completed or waived by Caltrans, whichever is later.

If the undersigned claimant fails to use funds received hereunder in accordance with the terms of the agreement, the claimant agrees to return the exchange funds to TCAG for credit to the special account described above.

Further, the City Manager of the claimant certifies that the financial information con tained herein, is reasonable and accurate to the best of his/her knowledge.

Authorized Representative:

Signature

Leslie Caviglia
Print Name

City Manager
Title

Date

Executive Director, TCAG

Print Name
FY 2025-2026 Claim Amount: $1,008,740
Claimant: City of Visalia
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0841 Agenda Date: 6/1/2026 Agenda #: 12.

Agenda Item Wording:

Record final map - Request authorization to record the final map for the Santa Fe Tract subdivision located along south Santa Fe Street approximately 500-feet north of East Paradise Avenue (6 lots).

Agenda Date: 06/01/2026
Prepared by:

Edelma Gonzalez, Associate Engineer, [email protected], (559) 713-4364 Jason Huckleberry, Engineering & Building Dept Director, [email protected], (559) 713- 4495
Department Recommendation: Staff recommends that City Council authorize the recordation of the final map for Santa Fe Tract subdivision located along south Santa Fe Street approximately 500- feet north of East Paradise Avenue (6 lots).

Summary:

The final map for the Santa Fe Tract subdivision will subdivide approximately 0.93 acres into six single-family residential parcels within the R-M-2 zoning district. The project includes private yard areas, interior common access improvements, and frontage landscaping improvements along Santa Fe Street.

The proposed subdivision will be accessed from Santa Fe Street along the west side of the project.

Frontage improvements include curb, gutter, sidewalk, parkway landscaping, and associated public utility infrastructure, including sewer, storm drainage, water, and electrical improvements. Access to Parcels 1 through 6 will also be provided by an interior private shared drive aisle serving the development.

The subdivision improvements were approved under building permit number B214976, which was issued on October 12, 2022. All required subdivision improvements are currently under construction, and the final map is ready for recordation.

Maintenance of the on-site common areas and frontage landscaping improvements will be the responsibility of a Homeowners Association (HOA). Formation of a Lighting and Landscape District (L&LD) is not required for this subdivision.

Background Discussion:

Pursuant to Title 16 (Subdivisions) of the Visalia Municipal Code, the City’s authorization to record the final map is a ministerial action. Specifically, Section 16.24.080 limits the City Council’s action to the specific determination that the final map conforms substantially to the contents of the tentative map, Chapter 16, and the Subdivision Map Act, and provides in pertinent part that “if the Council determines that the map is in conformity with the requirements of this Chapter, the Council shall Visalia City Council Printed on 5/28/2026Page 1 of 3
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File #: 25-0841 Agenda Date: 6/1/2026 Agenda #: 12.
approve the map (emphasis added).” Disapproval based upon any other reasons would be outside the authority of the Council for this particular action. The Council may reject any and all offers of dedication in the final map pursuant to Section 16.24.080, and require that the City Engineer so indicate on the map, however staff’s recommendation is that the City Council authorize recordation of the final map and accept all offers of dedication as previously described in this report.

Fiscal Impact including annual maintenance and operating costs: Impact fees associated with the subdivision development and residential construction were assessed and paid at the time of building permit issuance.

Prior Council Action: None
Alternatives: No alternatives are provided.

Recommended Motion (and Alternative Motions if expected):

I move to authorize the recordation of the final map for Santa Fe Tract subdivision (6 lots).

Environmental Assessment Status: The project is categorically exempt from the California Environmental Quality (CEQA) pursuant to CEQA Guidelines Section 15315, Categorical Exemption No. 2021-63
CEQA Review: The project is categorically exempt from the California Environmental Quality (CEQA) pursuant to CEQA Guidelines Section 15315, Categorical Exemption No. 2021-63 Deadline for Action: 06/01/2026
Attachments:

1. Final Map

2. Aerial Map

3. Location Map

4. Development Disclosure
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
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File #: 25-0841 Agenda Date: 6/1/2026 Agenda #: 12.
☐
Economic
Vitality
☐
Organizational
Excellence
☐
Fiscal
Strength
☒
Infrastructure &
Growth
☐
Quality of
Life
Visalia City Council Printed on 5/28/2026Page 3 of 3
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D MGNORTH
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0843 Agenda Date: 6/1/2026 Agenda #: 13.

Agenda Item Wording:
2026 election consolidation authorization - Adoption of Resolution No. 2026-34 relating to the regular municipal election to be held on Tuesday, November 3, 2026; requesting and consenting to the consolidation of elections and setting specifications of the election order; and requesting the Tulare County Board of Supervisors to permit the County Registrar of Voters to render specified election-related services to the City of Visalia.

Agenda Date: 06/01/2026
Prepared by: Reyna Rivera, Chief Deputy City Clerk [email protected], (559) 713-4512; Leslie B. Caviglia, City Manager, [email protected], (559) 713-4332 Department Recommendation: Staff recommends that the City Council adopt Resolution No. 2026- 34 authorizing the consolidation of the regular municipal election for Visalia City Council Districts 3, 4 and 5 on Tuesday, November 3, 2026, with other elections to be held in and administered by the County of Tulare, and request the Tulare County Board of Supervisors to authorize the County Registrar of Voters to conduct the election.

Summary:

The proposed resolution authorizes the consolidation of the City of Visalia’s regular municipal election with the County of Tulare’s November 3, 2026 election and requests election services from the Tulare County Registrar of Voters.

Background Discussion:

Historically, the City of Visalia has consolidated its municipal elections with elections conducted by the County of Tulare and has requested that the County Registrar of Voters administer the election on behalf of the City.

On May 18, 2015, the City Council adopted a district-based election plan establishing elections for City Council Members representing Districts 1 and 2 to be held in 2016 and every four years thereafter. Consistent with that election cycle, elections for Districts 3, 4, and 5 were held in 2022 and will continue every four years thereafter.

The Tulare County Office of the Registrar of Voters has effectively administered previous elections for the City of Visalia and has the appropriate equipment, staffing, and systems in place to conduct the election. The Registrar of Voters accepts nomination papers, prepares and mails ballots, establishes and operates polling locations and vote centers, tabulates election results, and certifies the election.

By consolidating with other agencies conducting elections on the same day, participating agencies are able to share costs and reduce election expenses. Consolidation also simplifies the voting process for residents and improves election administration efficiency.

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File #: 25-0843 Agenda Date: 6/1/2026 Agenda #: 13.

The November 3, 2026 election will be conducted under the direction of the Tulare County Registrar of Voters.

Fiscal Impact including annual maintenance and operating costs: The County of Tulare will invoice the City for the direct cost of the election. Because the number of participating agencies is not yet known, the exact cost cannot be determined at this time. Based on prior election history the estimated cost for Districts 1, 3, 4, and 5 is $3.00 to $3.50 per voter. There are no annual maintenance or ongoing operating costs associated with this action.

Prior Council Action: On May 18, 2015, the City Council adopted a district-based election plan establishing election cycles.

Alternatives:

1. Direct the City Clerk to conduct an independent municipal election, which is not recommended due to increased administrative, financial costs and equipment and expertise required.

2. Provide alternative direction to staff.

Recommended Motion (and Alternative Motions if expected):

I move to adopt Resolution No. 2026-34 requesting and consenting to the consolidation of elections and setting specifications of the election order and requesting the Tulare County Board of Supervisors to permit the County Registrar of Voters to render specified election-related services to the City of Visalia.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 08/07/2026
Attachments: Resolution No. 2026-34
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☒
Organizational
Excellence
☐
Fiscal
Strength
☐
Infrastructure &
Growth
☐
Quality of
Life
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RESOLUTION NO. 2026-34

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA

REQUESTING AND CONSENTING TO CONSOLIDATION OF ELECTIONS FOR THE NOVEMBER 3, 2026 REGULAR MUNICIPAL ELECTION,

SETTING SPECIFICATIONS OF THE ELECTION ORDER, AND

REQUESTING THE TULARE COUNTY BOARD OF SUPERVISORS

PERMIT THE COUNTY REGISTRAR OF VOTERS TO RENDER

SPECIFIC SERVICES TO THE CITY OF VISALIA

WHEREAS, California Elections Code requires a general election be held in each city to choose a successor for each elective officer whose term will expire on the first Friday in December following the election to be held on the first Tuesday after the first Monday in November in each even-numbered year; and

WHEREAS, other elections may be held in whole or in part of the territory of the City and it is to the advantage of the City to consolidate pursuant to Elections Code Section 10400; and

WHEREAS, Elections Code Section 10520 requires each city involved in a general election to reimburse the county for the actual costs incurred by the county elections official in conducting the election for that district; and

WHEREAS, Elections Code Section 13307(3c) requires that before the nominating period opens the governing body must determine whether a charge shall be levied against each candidate submitting a candidate’s statement to be sent to the voters; and

WHEREAS, Elections Code Section 12112 requires the elections official of the principal county to publish a notice of the election once in a newspaper of general circulation in the city; and

WHEREAS, pursuant to the Elections Code, the governing body of any City may, by Resolution, request the Board of Supervisors of the County to permit the County Elections Official to render specified services to the City relating to the conduct of an election; and

NOW, THEREFORE, IT IS HEREBY ORDERED that an election be held within the territory included in the City on November 3, 2026, for the purpose of electing members to the City Council in accordance with the following specifications:

1. The Election shall be held on Tuesday, the 3rd day of November, 2026. The purpose of the election is to choose successors for the following offices:

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Three seats for the Visalia City Council:

Brian Poochigian, District 3 - Term of Office - 12/2022 to 11/2026 Emmanuel Hernandez Soto, District 4 - Term of Office - 12/2022 to 11/2026 Steve Nelsen, District 5 - Term of Office - 12/2022 to 11/2026

2. This City Council hereby requests and consents to the consolidation of this Election with other elections which may be held in whole or in part of the territory of the City, as provided in Elections Code 10400.

3. The City will reimburse the County for the actual cost incurred in conducting the Election upon receipt of a bill stating the amount due as determined by the Elections Official.

4. The City Council has determined that the candidate will pay for the Candidate’s Statement. The Candidate’s Statement will be limited to 200 words.

5. The City requests that the Registrar of Voters publish the Notice of Election in the Visalia Times-Delta which is a newspaper of general circulation that is regularly circulated in the City of Visalia.

6. The Board of Supervisors of Tulare County is hereby requested to permit the County Registrar of Voters to render services to the City of Visalia relating to the conduct of the November 3, 2026 Municipal Election as follows:

a. Distribute and file nomination papers and candidate statements for City offices.

b. Make all required publications.

c. Prepare, print, and mail to the qualified electors of the City of Visalia sample ballots and voter pamphlets.

d. Provide vote by mail ballots for said Municipal Election for use by the qualified electors who may be entitled to vote by mail ballots in the manner provided by law.

e. Order consolidation of precincts, appoint precinct boards, designate polling places, and instruct election officers concerning their duties.

f. Conduct and canvass the returns of the election and certify the votes cast to the City.

g. Prepare, print, and deliver to the polling places supplies, including the official ballots and a receipt for said supplies.

i. Recount votes, if requested, in accordance with State law. 427
j. Conduct the above election duties in accordance with the Voting Right Act of 1975.

k. Perform all other pertinent services required to perform for said election other than the requirements of the Fair Political Practices Commission; said Fair Political Practices Commission requirements to be performed by the City Clerk.

PASSED AND ADOPTED: June 1, 2026 Leslie B. Caviglia, City Clerk

STATE OF CALIFORNIA)
COUNTY OF TULARE ) ss.

CITY OF VISALIA )

I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2026-34 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 1, 2026.

Dated: June 1, 2026 Leslie B. Caviglia, City Clerk

By Reyna Rivera, Chief Deputy City Clerk

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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0769 Agenda Date: 6/1/2026 Agenda #: 1.

Agenda Item Wording:

Public hearing authorizing Miscellaneous Special Assessments on Tulare County Secured Property Tax Roll - Adoption of Resolution 2026-18 which allows the City of Visalia to place Miscellaneous Special Assessments on the Tulare County secured property tax roll for Sewer Connection, Deferred Impact Fees, Property and Business Improvement District, Northeast Improvement District, Landscape and Lighting Maintenance District, Landscape and Lighting Parks Construction, Open Space Assessment District, Laura and Atwood Water Main Assessment District, Delinquent Utilities, Code Enforcement, and Weed & Lot Abatement.

Agenda Date: 06/01/2026
Prepared by: Ruth Pena, Financial Analyst, [email protected], (559) 713-4327; Renee Nagel, Finance and Technology Director, [email protected], (559) 713-4375.

Department Recommendation: It is recommended that the City Council conduct a public hearing to allow individuals an opportunity to protest any charges they believe are being assessed improperly.

After holding the Public Hearing, it is recommended the Visalia City Council adopt Resolution 2026- 18 which allows the City of Visalia to place Miscellaneous Special Assessments on the Tulare County secured property tax roll for collection.

Summary:

Each year, the Council considers a Resolution to place assessments on the property tax roll for collection. The total parcels and amounts requested to be placed on the tax roll are preliminary until the final filing date of August 10, 2026, with the Tulare County Auditor-Controller’s Office. Until the filing date, the list may change due to payments being received or parcel numbers being removed if they are not active in the County database. The final list, and its assessments, will not increase from the preliminary listing. The only changes that will occur will result in a decrease in parcels submitted and dollar amount assessed. A final listing of the parcel numbers and amounts assessed will be available after August 31, 2026.

The preliminary amount for fiscal year 2026/27 is $11,286,448 and will be assessed on 26,594 parcels. It is possible that some parcels may receive more than one type of assessment, resulting in a reduction in the number of actual parcels being assessed.

Background Discussion:

The placing of miscellaneous special assessments on the Tulare County secured property tax roll is an annual process which allows the City to collect fees for three general categories:

1. Agreements Entered Into at the Property Owner’s Request · Curb and Gutter
· Sewer Connection
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· Deferred Impact Fees

2. Special District Assessments
· Property and Business Improvement District
· Northeast Improvement District
· Landscape and Lighting Maintenance District
· Landscape and Lighting Parks Construction
· Open Space Assessment District
· Laura and Atwood Water Main Assessment District

3. Delinquent Service Charges
· Utilities
· Code Enforcement
· Weed and Lot Abatement
City departments are responsible for calculating and levying the charges and fees for the services they render, and the assessments they administer. The property owners are notified of the tax roll assessment individually, and in accordance with the applicable law, at: 1) the time of the agreement, as in the case of the owner requested services; 2) through a balloting process, as in the case of assessments in Landscape and Lighting Districts that do not have an automatic annual increase provision; and 3) receipt of a 45 day notice by mail, as in the case of delinquent service charges.

Property owners are also notified of the tax roll assessment through a 10-day notice of the Public Hearing published in the newspaper by the City Clerk. All notifications and public hearings are in accordance with the Visalia Ordinance Code, Proposition 218, and California Law.

A preliminary listing, including the parcel number and the dollar amount to be assessed will be on file with the City Clerk after June 1, 2026. The listing is preliminary until the final filing date of August 10, 2026, with the Tulare County Auditor-Controller’sOffice. Until the filing date, the list may change due to payments being received or parcel numbers being removed due to not yet being active in the County database. The final list will not increase from the preliminary listing. The only changes that will occur will result in a decrease in parcels submitted and the dollar amount assessed. A final listing of the parcel numbers and amounts assessed will be on file with the City Clerk after August 31, 2026.

A comparison of the FY 2026/27 current year preliminary assessments with the 2025/26 prior year preliminary assessments is shown in Table 1: Tax Roll Summary. The table shows an increase of 391 parcels in this year’stax roll compared to last year. Majority of this increase is due to the new Landscape and Lighting Districts being formed.

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File #: 25-0769 Agenda Date: 6/1/2026 Agenda #: 1.

Attachment 2 provides a comparison of FY 2025/26 preliminary and final numbers and the FY 2026/27 preliminary numbers. The final tax roll is always less than the preliminary tax roll due to property owners making payments until the final list is submitted to the County.

The following are descriptions of the categories, the types of assessments within each category and the preliminary amounts expected to roll to taxes in FY 2026/27 for each assessment.

1. Agreements Entered Into at the Property Owner’s Request The assessments below are supported by an agreement between the City of Visalia and the property owner.
· Curb & Gutter: No Assessment
There are no new assessments for the construction of curb and gutter or sidewalk.

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· Sewer Connection: 59 Parcels totaling $59,234
These assessments are for the construction of the main line and lateral for connection to the Visalia Wastewater Treatment Plant for property owners that opted to pay connection costs through their property tax bill over a five- or ten-year period. A 5% interest rate is charged on the outstanding principal balance each year.
· Deferred Impact Fees: 1 Parcel totaling $72,434
These assessments are for certain eligible companies whose operations meet specific guidelines established by City Ordinance. The ordinance allows these companies to elect to pay their development impact fees over five years on the property tax roll.

2. Special District Assessments
The following assessments represent Special Districts that are placed on the Tulare County secured property tax roll. Proposition 218 requires that any increase be approved by a vote of the property owners unless the district was created with or has implemented a benefit assessment increase allowance.
· Property and Business Improvement District (PBID): 274 Parcels totaling $447,475 PBID V, with a term of January 1, 2020, through December 31, 2029, was approved on July 15, 2019. The PBID District will benefit from the improvements, projects, programs and activities funded by the assessments. With the approval of Council, the funds are administered by the Downtown Property Owners Association (POA) which was created for this specific purpose. The POA currently subcontracts the daily operation of the PBID to Downtown Visalians, Inc, a non-profit organization formed to improve the image and economic vitality of the downtown commercial district.

The PBID preliminary amount shown above represents the portion of PBID assessments which can be placed on the tax roll. The remaining PBID assessments are for properties owned by public agencies, which do not pay property tax, and will be billed through City Accounts Receivable. The City Council received the annual report on May 18, 2026. No increase was proposed for 2026/27. The amount is the same as 2025/26. · Northeast Improvement District: 3,233 Parcels totaling $156,342 This special assessment is for the Northeast Open Space, and the assessments are used to develop and maintain the Northeast Area Specific Plan. This includes the maintenance of the landscape and lighting along the medians in St. Johns Parkway, Mill Creek Parkway, Lovers Lane and improvements along Houston Ave.
· Landscape & Lighting Maintenance Districts (L&L): 20,345 Parcels totaling $8,718,222 These special assessments are for the maintenance of improvements in L&L Maintenance Districts. This includes the annual cost of maintaining common area real property improvements in and around specific subdivisions. Each subdivision parcel shares equally in the annual cost of the landscape maintenance. In general, additions to L&L districts lag a year or two when being added to the tax roll. The increase in parcels is due to the creation of new districts and annexations into existing districts. Increases in assessments may be due to these newly added parcels, automatic assessment increases, or the result of a ballot process.

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· Landscape & Lighting Parks Construction: 256 Parcels totaling $23,675 These special assessments are for park construction costs that have been financed through a General Fund loan to be repaid over a 20-year period. The FY25/26 assessments are for the Majestic Park loan which will be paid off by 2036.
· Open Space Assessment District: 143 Parcels totaling $17,796 These special assessments are for costs related to maintenance of landscaping in the district. · Orchard Walk East/West Utility District: No Assessment These special assessments are for the debt service costs of bonds related to improvements for underground utilities. The formation of this Assessment District was approved on October 19, 2009, and the bonds will mature on September 2, 2026. As of June 30, 2025, the principal balance was $45,000, which will be paid off by June 30, 2026. · Laura and Atwood Water Main Assessments: 18 Parcels totaling $20,021 These special assessments are for extending Cal Water Service water mains to homes in the Laurel and Atwood Street neighborhoods. The cost of the extensions is being repaid from a 15 -year bond assessment which the property owners will repay with their property tax payment at 4% interest. The balance is scheduled to be paid off in 2030. As of June 30, 2025, $88,248 of the principal balance remained outstanding.

3. Delinquent Service Charges
The remaining assessments are collection charges which provide a means for the City of Visalia to annually collect money owed to the City which the City has not been able to collect through the normal billing process.
· Utilities: 1,683 Parcels totaling $1,152,699
These assessments are used for accounts with delinquent service charges for refuse and/or sewer service. Delinquencies collected in this manner are limited to amounts owed in the property owner’s name at the specific parcel. For delinquent accounts owed by property owners, Finance recalls the uncollected debt from the collection agency and places the past due amount on the tax roll.
· Code Enforcement: 517 Parcels totaling $530,839
These assessments are for code enforcement cost recovery fees, which are based upon administrative costs and costs of enforcement. The fees included are for building, fire department, natural resource conservation, and animal control code violations. · Weed and Lot Clearing: 65 Parcels totaling $87,711
These assessments are for the clearing of weeds and/or other material that pose a fire hazard on properties. These are assessed by the Fire Department.

Any items contested by property owners will return to Council at the June 15, 2026, meeting with details on the assessment. These items will require a separate vote.

Fiscal Impact including annual maintenance and operating costs: If not approved, this will negatively affect several funds and could potentially require increased fees and charges to offset non Visalia City Council Printed on 5/28/2026Page 5 of 6
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-collectable accounts through alternative billing methods.

Prior Council Action: Council has authorized Finance to submit the annual tax roll for many years to ensure collection of special assessment fees and delinquent service charges.

Alternatives: Do not authorize Finance to submit the tax roll. This will negatively affect several funds and could potentially require increased fees and charges to offset non-collectable accounts through alternative billing methods.

Recommended Motion (and Alternative Motions if expected):

I move to adopt Resolution 2026-18 which allows the City of Visalia to place Miscellaneous Special Assessments on the Tulare County secured property tax roll for Sewer Connection, Deferred Impact Fees, Property and Business Improvement District, Northeast Improvement District, Landscape and Lighting Maintenance District, Landscape and Lighting Parks Construction, Open Space Assessment District, Laura and Atwood Water Main Assessment District, Delinquent Utilities, Code Enforcement, and Weed & Lot Abatement.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 06/01/2026
Attachments: Attachment 1; Resolution 2026-18; Attachment 2: Tax Roll Summary Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☐
Organizational
Excellence
☒
Fiscal
Strength
☐
Infrastructure &
Growth
☐
Quality of
Life
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ATTACHMENT 1

RESOLUTION NO. 2026-18

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF VISALIA

CERTIFYING TO THE COUNTY THE VALIDITY OF THE LEGAL PROCESS

USED TO PLACE MISCELLANEOUS SPECIAL ASSESSMENTS ON THE

SECURED TAX ROLL

WHEREAS, Section 25831 of the Government Code and Section 40059 of the Public Resources Code establishes the procedure for collection of solid waste fees remaining unpaid to the local agency for 60 days or more; and

WHEREAS, Sections 38771-38775 of the Government Code authorizes cities to declare what constitutes a nuisance, establish a procedure for the abatement of a nuisance, and make the cost of abatement of a nuisance a special assessment against the parcel; and

WHEREAS, Sections 5610-5630 of the Streets and Highways Code authorizes cities to recover the costs of repairing sidewalks, curbs, and gutter as a special assessment, Sections 22500-22679 authorize the creation of landscape and lighting assessment districts ; and

WHEREAS, the City is a charter law city under the laws of the State of California and authorized to possess, and exercise all powers and rights vested in said City of Visalia, under its charter, the Constitution of California and the laws of the state, and all powers which a municipal corporation may lawfully possess or exercise under the Constitution of California, which include but are not limited to the sewer services, creation of assessment districts, creation of underground utility districts, and for the collection of development impact fees; and

WHEREAS, the written notices have been mailed to all delinquent accounts, and the required public hearings have been held as specified by the Visalia Ordinance Code; and

WHEREAS, a public hearing was held on June 1, 2026; and

WHEREAS, the City is placing miscellaneous special assessments on the Tulare County secured property tax roll for collection; and

WHEREAS, the City has complied with all laws pertaining to the levy of the special assessments to be collected; and

WHEREAS, the special assessments have been levied in accordance with a particular benefit to each parcel to be assessed without regard to its assessed valuation; and

WHEREAS, the Sewer Connection special assessments are for the construct ion of the service lateral and for connection to the Visalia Waste Water Treatment Plant for the specific parcel; and

WHEREAS, the Deferred Impact Fee special assessments are for the development impact fees of eligible companies whose operations have met the specific guidelines established by City Ordinance; and

WHEREAS, the Property and Business Improvement District special assessments are for the improvements, projects, programs and activities of the Visalia downtown; and

435
WHEREAS, the Northeast Improvement District special assessments are used to develop and maintain the Northeast Area Specific Plan; and

WHEREAS, the Landscape & Lighting Maintenance District special assessments are used for maintenance and operation of the improvements situated in the specific Maintenance District; and

WHEREAS, the Landscape & Lighting Parks Construction special assessments are used for the repayment of a General Fu nd loan that financed the construction of Majestic Park in the Woodside Sousa District ; and

WHEREAS, the Open Space District special assessments are used for maintenance and operation of the improvements situated in the specific Maintenance District; and

WHEREAS, the Laura and Atwood Water Main special assessments are for the repayment of a 15 year bond for water main extensions in these specific neighborhoods; and

WHEREAS, the Delinquent Utilities special assessments are used for the payment of delinquent service charges for refuse and/or sewer service that are billed for city services only accounts; and

WHEREAS, the Code Enforcement special assessments are used for the cost recovery of Code Enforcement fees for the specific parcel; and

WHEREAS, the Weed & Lot Abatement special assessments are used for the clearing of weeds and other materials from lots which pose a fire hazard.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Visalia th at the list submitted with parcel numbers, and amount are certified as being correct, the Finance Director is hereby directed to give the list to the Tulare County Auditor for placement on the secured tax roll for collection:

1. Sewer Connection special assessments,

2. Deferred Impact Fee special assessments,

3. Property and Business Improvement District special assessments,

4. Northeast Improvement District special assessments,

5. Landscape and Lighting Maintenance District special assessments,

6. Landscape and Lighting Parks Construction special assessments,

7. Open Space District special assessments,

8. Laura and Atwood Water Main special assessments,

9. Delinquent Utilities special assessments,

10. Code Enforcement special assessments,

11. Weed and Lot Abatement special assessments.

PASSED AND ADOPTED: June 1, 2026 LESLIE B. CAVIGLIA, CITY CLERK

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )

436
I, Leslie B. Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Resolution 2026-18 passed and adopted by the Council of the City of Visalia at a regular meeting held on June 1, 2026.

Dated: June 1, 2026 LESLIE B. CAVIGLIA, CITY CLERK

By Reyna Rivera, Chief Deputy City Clerk

437
Increase/ Increase/
(Decrease)(Decrease)
# of Parcels$ Amount # of Parcels$ Amount # of Parcels$ Amount # of Parcels$ Amount Owner Requested Services
Curb & Gutter - -$ - -$ - -$ - -$ Sewer Connection 53 51,018 52 49,922 59 59,234 7 9,312 Deferred Impact Fees 1 163,061 1 163,061 1 72,434 0 (90,627) Subtotal 54 214,079$ 53 212,983$ 60 131,668$ 7 (81,315)$ Special District Assessments
Property & Business Improvement District 275 447,796$ 274 447,475$ 274 447,475$ - -$ Northeast Improvement District 3,234 156,386 3,233 156,342 3,233 156,342 0 - Landscape & Lighting Maintenance Districts19,806 6,804,139 20,238 6,803,131 20,345 8,718,222 107 1,915,091 Landscape & Lighting Parks Construction 256 23,675 256 23,675 256 23,675 0 - Open Space Assessment District 137 13,368 137 13,368 143 17,796 6 4,428 Orchard Walk Utility Assessment District 17 48,969 17 48,969 0 - (17) (48,969) Laura & Atwood Water Main Assessment District18 20,021 18 20,021 18 20,021 0 - Subtotal 23,743 7,514,354$ 24,173 7,512,981$ 24,269 9,383,531$ 96 1,870,550$ Delinquent Service Charges
Utilities 1,718 1,070,651$ 1,128 838,765$ 1,683 1,152,699$ 555 313,934$ Code Enforcement 640 573,679 452 370,049 517 530,839 65 160,790 Weed & Lot Abatement 48 56,751 42 50,183 65 87,711 23 37,528 Subtotal 2,406 1,701,081$ 1,622 1,258,997$ 2,265 1,771,249$ 643 512,252$ Total 26,203 9,429,514$ 25,848 8,984,961$ 26,594 11,286,448$ 746 2,301,487$ ATTACHMENT 2
Tax Roll Summary
Change from prior Year
FY 2025/26 - PreliminaryFY 2025/26 - Final FY 2026/27 - Preliminary 438
2026-27
Tax Roll Assessments
June 1, 2026
F i n a n c e D e p a r t m e n t
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F i n a n c e D e p a r t m e n t
visalia.gov
oAnnual Council Approval: Council reviews and approves all assessments placed on the Tax Roll annually.
oContested Items: Any items contested during the Public Hearing will be discussed in detail at the following Council meeting. oCounty Deadline: Final parcel lists and assessment amounts must be submitted to the County by August 10th.
oPayment Deadline: Property owners can make payments until June 30th, which will reduce the assessment presented tonight.

TAX ROLL PROCESS
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F i n a n c e D e p a r t m e n t
visalia.gov

1. Owner Requested Services

2. Special District Assessments

3. Delinquent Service Charges

TAX ROLL CATEGORIES
441
F i n a n c e D e p a r t m e n t
visalia.gov
Owner Requested Services Total: $131,668
oSewer Connection: $59,234 (59 parcels)
oDeferred Impact Fees: $72,434 (1 parcel)

OWNER REQUESTED SERVICES
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F i n a n c e D e p a r t m e n t
visalia.gov
Special Assessments Total: $9,383,531
oProperty & Business Improvement District (PBID): $447,475 (274 parcels) oNortheast Improvement District: $156,342 (3,233 parcels) oLandscape & Lighting Districts: $8,718,222 (20,345 parcels) oLandscape & Lighting Parks Construction: $23,675 (256 parcels) oOpen Space District: $17,796 (143 parcels)
oLaura & Atwood Assessments: $20,021 (18 parcels)

SPECIAL ASSESSMENTS
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F i n a n c e D e p a r t m e n t
visalia.gov
Delinquent Service Charges Total: $1,771,249
oDelinquent Utilities: $1,152,699 (1,683 parcels)
oCode Enforcement: $530,839 (517 parcels)
oWeed & Lot Abatement: $87,711 (65 parcels)

DELINQUENT SERVICE CHARGES
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F i n a n c e D e p a r t m e n t
visalia.gov
# of $ # of $ # of $
Parcels Amount Parcels Amount Parcels Amount
Owner Requested Services
Sewer Connection 53 51,018 59 59,234 6 8,216 Deferred Impact Fees 1 163,061 1 72,434 - (90,627) Subtotal 54 214,079$ 60 131,668$ 6 (82,411)$ Special District Assessments
Property & Business Improvement Dist 275 447,796$ 274 447,475$ (1) (321)$ Northeast Improvement District 3,234 156,386 3,233 156,342 (1) (44) Landscape & Lighting Maintenance Dist 19,806 6,804,139 20,345 8,718,222 539 1,914,083 Landscape & Lighting Parks Construction 256 23,675 256 23,675 - - Open Space Assessment District 137 13,368 143 17,796 6 4,428 Orchard Walk Utility Assess Dist 17 48,969 - - (17) (48,969) Laura & Atwood Water Main Assess Dist 18 20,021 18 20,021 - - Subtotal 23,743 7,514,354$ 24,269 9,383,531$ 526 1,869,177$ Delinquent Service Charges
Utilities 1,718 1,070,651$ 1,683 1,152,699$ (35) 82,048$ Code Enforcement 640 573,679 517 530,839 (123) (42,840) Weed & Lot Abatement 48 56,751 65 87,711 17 30,960 Subtotal 2,406 1,701,081$ 2,265 1,771,249$ (141) 70,168$ Total 26,203 9,429,514$ 26,594 11,286,448$ 391 1,856,934$ Preliminary Change from prior Year
FY 2025/26 FY 2026/27 Increase/(Decrease)

ASSESSMENT

SUMMARY
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F i n a n c e D e p a r t m e n t
visalia.gov
oConduct Public Hearing: Allow public testimony
or protest regarding any proposed property tax
roll assessments.
oCouncil Action: Approve the 2026-27 Tax Roll for
all non-protested items.

ACTION REQUIRED TONIGHT
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447
Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0837 Agenda Date: 6/1/2026 Agenda #: 2.

Agenda Item Wording:

Ordinance Adoption - Public hearing and first reading of Ordinance No. 2026-04 to amend Visalia Municipal Code Title 16 (Subdivisions) to implement a streamlined process for small and simple maps.

Agenda Date: 06/01/2026
Prepared by:

Jarred Olsen, AICP, Principal Planner, [email protected], (559) 713-4449 Paul Bernal, Planning and Community Preservation Director, [email protected], (559) 713- 4025
Department Recommendation: Staff recommends that the Visalia City Council hold a public hearing, receive a presentation and staff report, and introduce the first reading of Ordinance No. 2026-04 amending Visalia Municipal Code Title 16 (Subdivisions) as detailed in the attached Ordinance No. 2026-04, and summarized in the staff report below.

Summary:

Since staff last discussed this item with Council on March 2, 2026, Council directed staff to initiate the subdivision ordinance amendment and to study what streamlining 20% of the lots (from 6%) would look like in terms of a dwelling unit threshold. Staff determined that increasing the threshold from 6% to 20% would result in a doubling of the previously proposed streamlining threshold of 80 lots to 160 lots. Staff conducted outreach with the local Building Industry Association and the reception was positive. The proposed ordinance amendment also contains some housekeeping items to reflect department practice. On May 11, 2026, staff presented the ordinance changes including the 160- lot/unit threshold to the Planning Commission who voted unanimously to recommend approval of the ordinance, subject to an 80-lot/unit threshold.

Please note as provided in the proposed motion(s), the City Council can elect to retain the 80-lot/unit threshold as recommended by Planning Commission or establish the 160-lot/unit threshold as initially presented by Planning staff to the Planning Commission.

Background Discussion:

This request, to amend the Subdivision Ordinance to streamline small and simple maps, was initiated by the Council on March 2, 2026. Consistent with the City’sGeneral Plan’sHousing Element Policy

5.8, which states, “TheCity shall work to remove governmental constraints to housing development” staff has identified a potential avenue to reduce governmental constraints to housing developments by streamlining the subdivision process. Qualifying maps that meet applicable City of Visalia standards would have a presumption of approval and could be approved by City staff. The public would still be notified of the proposed maps, have the opportunity to review the proposed maps, and submit comments or objections to the maps, but there would not be a public meeting to consider adoption. Written findings describing the basis for the approval would be required and those written Visalia City Council Printed on 5/29/2026Page 1 of 6
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adoption. Written findings describing the basis for the approval would be required and those written findings would be made publicly available. Members of the public would also be able to file an appeal of the decision approving the map. Map appeals would be required to be held at a public meeting. 20% Lots Calculation:

Based on input received from the Council, staff evaluated the lot count necessary to capture approximately 20 percent of total lots processed. This analysis indicates that approximately 1,263 lots (20 percent) would need to be included. The closest practical breakpoint identified in the data would be a 160-lot threshold, which captures approximately 1,227 lots (19 percent) across those past projects. This would increase the number of maps that would have been subject to Subdivision Streamlining Ordinance (SSO) from 10 maps (based on an 80-lot threshold) to 17 maps (based on a 160-lot threshold). Despite the lot percentage being tripled, the lot count threshold would only be doubled, and would equate to around 1.7 maps per year that would qualify under an SSO. Table 1 below depicts the calculation and other related data.

Table 1. Residential Map and Lot Statistics
No. Maps No. Lots % of Total
Lots
Lot Count of
Largest Map
Total Maps 58 6,315
No Additional Entitlements
Required (i.e., Annexations,

CUP, PRD, GPA/COZ)
22 2,143 34% 239
< 80 Lots 10 344 6% 73
20% of Lots Processed 1,263 20%
Nearest 20% 17 1,227 19% 160
The additional maps that would have been subject to SSO (seven in total) are included in Exhibit “A” for reference. These subdivisions met all City standards and exuded little controversy. The “Visalia 35”subdivision did receive some scrutiny from adjacent neighbors-however their concerns revolved around having multiple lots adjacent to a neighbor’s lot and did not revolve around subdivision approval findings that would have warranted the project be denied or modified. Adopting the proposed streamlining ordinance would not have precluded these neighbors from exercising their due process rights. Staff found no issue specific to the lot count or area that would warrant a different recommendation. Based on this analysis, staff’srecommendation to Planning Commission was to support a 160-unit threshold since this amount resulted in both a closer percentage and absolute number of units, however Planning Commission elected to keep the 80-unit threshold. This is discussed in greater detail under the Planning Commission Public Hearing section of this staff report.

Potential Future Effects:

Development requiring annexation into the City would not be eligible to utilize the SSO. The proposal is geared towards reducing constraints on qualifying sites within the City. Staff reviewed the Sites Inventory list <https://www.visalia.gov/DocumentCenter/View/955/6th-Cycle-2023-to-2031-Housing- Visalia City Council Printed on 5/29/2026Page 2 of 6
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Element---Amended-Certified-by-State-2-12-2025-PDF>, which is a list of all sites or parcels within the City that are capable of accommodating residential development, found in the City’s adopted Housing Element to determine the impact the SSO could have on those sites. Table 2 below provides a breakdown of the number of sites and units that could be streamlined on those sites.

Table 2. Sites Eligibility by Streamlining Measure
Sites Acres Potential Units % of Total Units
Total Sites 186 609 7,869
R-S Sites 44 299 1,420 24%
SB 9 / Urban Lot Split5 1 20 3%
SB 1123 / Small Lot
Developments
17 23 115 9%
SSO-Eligible, 80 Lots19 123 604 10%
SSO-Eligible, 160 Lots1 35 96 1%
Not Eligible for Streamlining2 117 585 1%
Of the 44 remaining R-S (single-family residential) zoned sites, which have an estimated capacity of 1,420 units, approximately 45% of those sites would be eligible for streamlining under this proposed ordinance. It should be noted that SSO eligibility presumes the qualifying site would not be seeking any type of exception or modification to City standards as part of the approval, if so, then the site would no longer be SSO eligible. Increasing the threshold from 80 lots to 160 lots would likely only result in one additional map totaling 96 lots. A map depicting where these sites can be found is provided in Exhibit “B”,in addition to sites that may be subject to the streamlining ordinance under other provisions required by State law (i.e., SB 9, SB 1123, etc.). The majority of these sites are located in the northeast quadrant of the city, generally around Goshen and Houston Avenues.

Only two sites totaling 585 units would not be eligible for streamlining. These sites are 45 and 72 acres each, accommodating 225 lots and 360 lots, respectively. The smaller of the two sites was recently approved last August with the 320-lot “Ritchie Ranch” planned residential development.

Public Outreach:

On April 16, 2026, staff met with members of the Building Industry Association of Tulare and Kings Counties to discuss the proposed streamlining ordinance. Questions asked revolved around the rationale for an 80-unit threshold. Reception was naturally overwhelmingly positive, and support to increase the 80-unit threshold was met with positive comments.

Project Analysis:

Table 3 below briefly summarizes the changes that are proposed in relation to the chapter of the Subdivision Ordinance proposed to be modified.

Table 3. Summary of Proposed Subdivision Ordinance
Changes
Chapter No., Title Changes

16.04, General Provisions · Tentative map responsibilities between Planning Commission and the City Manager (or their designee) are divided based on the proposed small and simple maps threshold. · Urban lot splits and small lot subdivision approvals are assigned to the City Planner, in addition to granting time extension for tentative maps. · A review authority table is added based on the application type for quicker understanding of roles and responsibilities.

16.08, Definitions · Definitions are added to reflect new terms used in relation to urban lot splits and small lot developments.

16.12, Design and
Construction Standards
· References to the decision making body/official are generalized to reduce confusion.

16.16, Tentative Subdivision
Maps
· This chapter title was revised to simply reference Tentative Maps, which are planning documents used to either create a Subdivision Map or Parcel Map. · The timing of when staff reports are sent out for small and simple maps was revised. · The hearing and noticing procedures for small and simple maps was revised. The departmental practice of noticing Planning Commission hearings in the newspaper was added.

Duplicative procedure discussions revolving around exceptions and variances were removed.

16.17, Urban Lot Splits · This is a new chapter designed to accommodate two-lot subdivisions proposed under SB 9 (2021).

16.18, Small Lot Subdivision · This is a new chapter designed to accommodate small lot subdivisions proposed under SB 683 and SB 1123.

16.20, Vesting Tentative
Maps 16.24, Final Maps
· Minor revisions are made consistent with changes above.

16.28, Parcel Maps · This chapter was revised to consolidate language with Tentative Maps, to focus primarily on the preparation and process of Parcel Maps (the Final Map of 4-lot subdivisions.) · Minor revisions are made with respect to processing (e.g. electronic copies)

16.32, Lot Line Adjustments · Minor revisions are made consistent with changes above.

Internally-conflicting language is removed.

16.48, Environmental Impact
Mitigation
· This section revolved around mitigating school overcrowding. Senate Bill 50, adopted in 1998, limits the City and the school district’s ability to mitigate a development’s contribution to school overcrowding to the payment of development impact fees. This section is no longer needed and is proposed to be removed.

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Table 3. Summary of Proposed Subdivision Ordinance
Changes
Chapter No., Title Changes

16.04, General Provisions · Tentative map responsibilities between Planning Commission and the City Manager (or their designee) are divided based on the proposed small and simple maps threshold. · Urban lot splits and small lot subdivision approvals are assigned to the City Planner, in addition to granting time extension for tentative maps. · A review authority table is added based on the application type for quicker understanding of roles and responsibilities.

16.08, Definitions · Definitions are added to reflect new terms used in relation to urban lot splits and small lot developments.

16.12, Design and
Construction Standards
· References to the decision making body/official are generalized to reduce confusion.

16.16, Tentative Subdivision
Maps
· This chapter title was revised to simply reference Tentative Maps, which are planning documents used to either create a Subdivision Map or Parcel Map. · The timing of when staff reports are sent out for small and simple maps was revised. · The hearing and noticing procedures for small and simple maps was revised. The departmental practice of noticing Planning Commission hearings in the newspaper was added.

Duplicative procedure discussions revolving around exceptions and variances were removed.

16.17, Urban Lot Splits · This is a new chapter designed to accommodate two-lot subdivisions proposed under SB 9 (2021).

16.18, Small Lot Subdivision · This is a new chapter designed to accommodate small lot subdivisions proposed under SB 683 and SB 1123.

16.20, Vesting Tentative
Maps 16.24, Final Maps
· Minor revisions are made consistent with changes above.

16.28, Parcel Maps · This chapter was revised to consolidate language with Tentative Maps, to focus primarily on the preparation and process of Parcel Maps (the Final Map of 4-lot subdivisions.) · Minor revisions are made with respect to processing (e.g. electronic copies)

16.32, Lot Line Adjustments · Minor revisions are made consistent with changes above.

Internally-conflicting language is removed.

16.48, Environmental Impact
Mitigation
· This section revolved around mitigating school overcrowding. Senate Bill 50, adopted in 1998, limits the City and the school district’s ability to mitigate a development’s contribution to school overcrowding to the payment of development impact fees. This section is no longer needed and is proposed to be removed.

Planning Commission Public Hearing: The Planning Commission, at their May 11, 2026 meeting, voted unanimously to recommend approval of the proposed ordinance amendment with an 80-lot threshold rather than the staff-recommended 160-lot threshold. Several Planning Commissioners stated concerns over larger subdivision approvals without assessing the effect of a smaller threshold, Visalia City Council Printed on 5/29/2026Page 4 of 6
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hasty approvals, and a lack of checks and balances. No other individuals spoke on the item.

In response to Planning Commission’sconcerns, staff would like to reiterate that projects that would be subject to this streamlining ordinance would be required to comply with the General Plan and zoning ordinance and seek no special deviation or request from City standards. Projects that comply with all requirements are typically much easier to review and make decisions on. The proposed ordinance would maintain the existing appeals process, should a member of the public or the applicant have concerns worth elevating to Planning Commission, and if necessary, to City Council.

This information was provided to the Planning Commission during their discussion of the proposed ordinance amendment.

Please note should Council wish to pursue the 160-lot threshold, staff would like to inform Council that the Planning Division sees no potential issue capacity-wise to handle the 160-lot threshold.

Fiscal Impact including annual maintenance and operating costs: None at this time. If the ordinance is adopted, staff anticipates operational cost savings on a per-application basis. The streamlining measure could encourage the submittal of more applications, increasing department revenue.

Prior Council Action: On March 2, 2026, your Council voted to initiate this subdivision ordinance amendment, with direction to also look into streamlining potentially more projects.

Alternatives: The City Council may, in lieu of the recommended motion, consider any of the following alternative motions:

1. Introduce the first reading of Ordinance No. 2026-04, with modifications to the Subdivision Ordinance Amendment, as directed by City Council, or

2. Deny Ordinance No. 2026-04 in whole or in part, or

3. Return the item to the Planning Commission for further consideration.

Recommended Motion (and Alternative Motions if expected):

I move to introduce for first reading of Ordinance No. 2026-04, amending Visalia Municipal Code Title 16 (Subdivisions) to implement a streamlined process for small and simple maps to include an 80-lot threshold,
Or,
I move to introduce for first reading of Ordinance No. 2026-04, amending Visalia Municipal Code Title 16 (Subdivisions) to implement a streamlined process for small and simple maps to include a 160-lot threshold.

Environmental Assessment Status: N/A
CEQA Review: The requested action would be considered exempt under Section 15061(b)(3) of the State Guidelines for the California Environmental Quality Act (CEQA). The proposed subdivision ordinance would not create a ministerial process. A Notice of Exemption has been prepared for the project because Section 15061(b)(3) states that the project is exempted from CEQA if the activity is covered by a common sense exemption that CEQA applies only to projects that have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no Visalia City Council Printed on 5/29/2026Page 5 of 6
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causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

Deadline for Action: N/A
Attachments:

Exhibit “A” - Ordinance No. 2026-04
Exhibit “B” - Additional maps that would have subject to SSO under a 160-lot threshold Exhibit “C” - Map of SSO-Eligible Sites
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ORDINANCE NO. 2026-04

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF VISALIA AMENDING TITLE 16 (SUBDIVISIONS) OF THE VISALIA MUNICIPAL CODE PERTAINING TO A

STREAMLINED APPROVAL PROCESS AND TO ESTABLISH PROCEDURES FOR

URBAN LOT SPLITS AND STARTER HOME SUBDIVISIONS
WHEREAS, this ordinance amendment, as depicted in Exhibit “A” (“Ordinance”), is a request by the City of Visalia (“City”) to add to and amend regulations within the Visalia Municipal Code Title 16 (Subdivisions) pertaining to streamlining simple maps, and the ministerial approval of urban lot splits, and starter home subdivisions; and, WHEREAS, this ordinance amendment, as depicted in Exhibit “A”, includes ordinances to implement the starter home subdivision provisions of the Starter Home Revitalization Act of 2021 (Chapter 8 of Division 2 of Title 7 of the California Government Code) and the urban lot split provisions of Senate Bill 9 (2021); and, WHEREAS, as required by California law, the City has prepared an update (i.e., 6th Cycle Update) to its Housing Element to reflect the current Regional Housing Needs Allocation (RHNA) cycle of 2023-2031; and,
WHEREAS, Policy 5.8 adopted in the Housing Element is to work to remove governmental constraints to housing development; and,
WHEREAS, the City has initiated a subdivision ordinance amendment to update its existing ordinance pertaining to (1) streamline the decision-making process of simple subdivisions and (2) ministerial approvals of starter home subdivisions and urban lot splits; and,
WHEREAS, the Planning Commission of the City (“Planning Commission”), after duly published notice, held a public hearing before said Commission on May 11, 2026; and,
WHEREAS, the Planning Commission recommended approval of the Ordinance as presented in Exhibit “A”; and,
WHEREAS, the Planning Commission recommended that the City Council of the City of Visalia (“City Council”) find that the project is exempt from further review under the California Environmental Quality Act (CEQA) pursuant to Government Code Sections 66411.7(n), 66499.41(i), and California Code of Regulations Section 15061(b)(3) which exempts ordinances implementing Senate Bill 9 (2021) and the Starter Home Revitalization Act of 2021, as the proposed zone text amendment will not in and of themselves have an effect o n the environment and recommended that the City Council approve the ordinance amendment; and,
WHEREAS, the City Council, after duly published notice, held a public hearing before said City Council on _______________________, and introduced said Ordinance for first reading on that date; and,
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WHEREAS, the City Council held a second reading of said Ordinance on _______________________; and,
NOW, THEREFORE, BE IT RESOLVED that the project is exempt from further environmental review pursuant to Government Code Sections 66411.7(n), 66499.4 1(i), and California Code of Regulations Section 15061(b)(3).

NOW, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF VISALIA, that:

1. Ordinance No. 2026-04 is consistent with the General Plan.

2. Adopting Ordinance No. 2026-04 is in the best interest of the City of Visalia.

3. Ordinance No. 2026-04, is approved, as contained in Exhibit “A” of this Ordinance.

Severability. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Ordinance, or its application to any person or circumstances, is for any reason held to be invalid or unenforceable, such invalidity or unenforceability shall not affect the validity or enforceability of the remaining sections, subsections, subdivision, paragraphs, sentences, clauses or phrases of this Ordinance, or its application to any other person or circumstance. The City Council of the City of Visalia hereby declares that it would have adopted each section, subsection, subdivision, paragraph, sentence, clause or phrase hereof, irrespective of the fact that any one or more other sections, subsections, subdivisions, paragraphs, sentences, clauses or phras es hereof be declared invalid or unenforceable.

Construction. The City Council intends this Ordinance to supplement, not to duplicate or contradict, applicable state and federal law and this Ordinance shall be construed in light of that intent.

Effective Date. This Ordinance shall take effect thirty days after its adoption.

Certification. The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted according to law.

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PASSED AND ADOPTED: BRETT TAYLOR, MAYOR
ATTEST: ___________________________

LESLIE CAVIGLIA, CITY CLERK APPROVED BY CITY ATTORNEY
___________________________

STATE OF CALIFORNIA )
COUNTY OF TULARE ) ss.

CITY OF VISALIA )
I, Leslie Caviglia, City Clerk of the City of Visalia, certify the foregoing is the full and true Ordinance 2026-04 passed and adopted by the Council of the City of Visalia at a regular meeting held on _______________________, and certify a summary of this ordinance will be published in a newspaper of general circulation.

Dated: _______________________ LESLIE CAVIGLIA, CITY CLERK

By Reyna Rivera, Chief Deputy City
Clerk

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EXHIBIT “A”
Ordinance No. 2026-04
Section 1. Visalia Municipal Code Title 16 (Subdivisions) is hereby amended to read as follows, as specified by underline and italics for additions and strikeout for deletions:

Title 16

SUBDIVISIONS
Chapters:

16.17 Urban Lot Splits

16.18 Starter Home Subdivisions

16.48 Environmental Impact Mitigation[Reserved.]
Chapter 16.04

GENERAL PROVISIONS
Sections:

16.04.035 Review authorities for subdivision decisions.

16.04.010 Authority for local regulations.

This title is enacted pursuant to the provisions of Division 2 of Title 7 of the Government Code of the State of California, referred to herein as the Subdivision Map Act, and may be referenced as the Subdivision Ordinance.

16.04.030 Responsibilities.

A. City Attorney. The city attorney shall be responsible for approving as to form all subdivision improvement agreements and subdivision improvements securities.

B. City Council. The City Council shall have final jurisdiction in the approval of final maps if the acceptance of land and improvements is proposed for dedication to the city.

C. City Engineer. The city engineer or his/her designee shall be responsible for:

1. Establishing design and construction details, standards and specifications;

2. Determining if proposed subdivision improvements comply with the provisions of this title and the Subdivision Map Act and for reporting the findings together with any recommendations for approval, or conditional approval, of the tentative map to the city planner;
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3. The processing and checking of final maps, parcel maps, reversion to acreage maps, amended maps, subdivision improvement plans, lot line adjustment maps, mergers and certificates of compliance;

4. The inspection and approval of subdivision improvements;

5. The approval of private subdivision improvements (improvements not to be maintained by the city).;

6. Determine that all public facilities and improvements required of land divisions are adequate and provided pursuant to City standards.

D. Planning Commission. The Planning Commission is the designated official body charged with the duty of conducting public hearings, making investigations and reports on the design and improvement of proposed divisions of real property, the imposing of requirements or conditions thereon, and shall approve, conditionally approve or disapprove tentative maps other than simple maps, notwithstanding tentative maps whose approval requires the certification of an Environmental Impact Report.

E. City Planner. The city planner shall be responsible for:

1. Investigating proposed subdivisions tentative maps and parcel maps for conformity to the general plan, specific plans, and zoning ordinances of the city and reporting his finding together with recommendations for approval, conditional approval, or disapproval to the Planning Commission Review Authority;

2. Examining and certifying that final maps and parcel maps in which a tentative map was required are in substantial conformance to the approved or conditionally approved tentative map.

3. Approving or denying urban lot splits and starter home subdivisions;

4. Approving, conditionally approving, or disapproving time extensions for tentative maps.

F. Site Plan Review Staff. The Site Plan Review Staff shall be responsible for the review of tentative parcel maps, tentative subdivision maps, vesting tentative subdivision maps, and vesting tentative parcel maps and shall provide the subdivider, City Planner, and the Planning CommissionReview Authority with the committeestaff's comments, and requirements for conformance to city ordinances and policies.

G. Subdivider. The subdivider shall prepare maps consistent with the standards contained herein, design public improvements consistent with the public improvement standards of the city, and shall process said maps in accordance with the regulations set forth herein.

H. City Manager. The City Manager or their designee shall be the designated official charged with the duty of conducting hearings, making investigations and reports on the design and improvement of proposed divisions of real property, the imposing of requirements or conditions thereon, and shall approve, conditionally approve or disapprove simple maps.
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16.04.035 Review authorities for subdivision decisions.

Table 16.04.035 identifies the Review Authority responsible for reviewing and making decisions on each type of subdivision application and other decision required by this Subdivision Ordinance. Any reference to a City official or authority shall include their authorized representative(s). Authorities referenced below with respect to a certain type of application as “Appeal” shall be considered an Appeal Body. 459

Table 16.04.035: Review authorities for subdivision decisions Type of Subdivision
Application
Role of Review Authority
City Planner City
Engineer
Site Plan
Review Staff
City Manager Planning
Commission
City Council
Nonresidential
Tentative Maps

Simple maps Advise Advise Advise Decision Appeal Appeal All other tentative
maps Advise Advise Advise Decision Appeal
Residential
Tentative Maps
Simple maps Advise Advise Advise Decision Appeal Appeal All other tentative
maps Advise Advise Advise Decision Appeal
Urban lot splits Decision Advise Advise Appeal
Starter home
subdivisions Decision Advise Advise Appeal
Condominium
Conversions Advise Advise Advise Decision Appeal
Final and Parcel
Maps Advise Advise Decision
Time Extensions Decision Advise Appeal
Lot Line
Adjustments Decision Advise Appeal
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16.04.040 Appeals.

A. The subdivider or any interested person adversely affected may, upon payment of an appeal fee as may be established by resolution of the City Council, appeal any decision, determination, or requirement of the Review Authority Planning Commission by filing a notice thereof in writing with the city clerk, setting forth in detail the action and the grounds upon which the appeal is based within ten (10) days after the action that is the subject of the appeal. Such notice shall state specifically where it is claimed there was an error or abuse of discretion by the Review Authority Planning Commission.

B. Upon the filing of an appeal, the Appeal Body City Council shall set the matter for hearing. Such hearings shall be held within thirty (30) days after the date of filing the appeal or receipt of council member request. City clerk shall give notice of the hearing according to the procedure required for the initial action by the Planning Commission, except that the timing of such notice shall be no less than ten (10) days before the hearing date.

C. In holding the hearing on the matter, the council Appeal Body may receive any and all information pertinent to the matter, regardless of whether such information was first presented to the Planning CommissionReview Authority. In the case of decisions by the Planning CommissionReview Authority that followed a public hearing, the City CouncilAppeal Body shall hold a new public hearing on the matter.

D. Upon the close of the hearing, the Council Appeal Body shall vote to either:

1. cConfirm the decision of the Planning CommissionReview Authority;,

2. oOverturn the decision;

3. cConfirm the decision with modifications; or,, and the Council may c

4. Continue the item to the next meeting if necessary to direct staff to prepare a conforming resolution with findings, which shall be considered by the Council Appeal Body at their next scheduled Council meeting.

In the case of tentative maps, the Council may also take any action identified in Section 16.16.120. Planning Commission.

16.04.050 Exceptions.

A. Petition. The Planning CommissionReview Authority may authorize conditional exceptions to any of the requirements and regulations set forth in this title. Application for any such exception shall be made by a petition of the subdivider stating fully the ground of the application and the facts relied upon by the petitioner. Such petition shall be filed with the tentative map of the subdivision and shall be on a form provided by the city. The application shall be accompanied by a fee as set forth from time to time by resolution of the City Council.

B. Findings.
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1. In order for the property referred to in the petition to come within the provision of this section, it shall be necessary that the Planning CommissionReview Authority make the following findings:
a. That there are special circumstances and conditions affecting this property; b. That the exception is necessary for the preservation and enjoyment of a substantial property right of the petitioner;
c. That the granting of the exception will not be detrimental to the public welfare or injurious to other property in the territory in which said property is situated.

2. In approving such exceptions the Planning CommissionReview Authority shall secure substantially the objectives of the regulations to which exceptions are requested, and shall act to protect the public health, safety, convenience and general welfare.

3. In approving any exception under the provisions of this section, the Planning CommissionReview Authority shall report its findings with respect thereto and all facts in connection therewith, and shall specifically and fully set forth the exception recommended and conditions designated.

16.04.080 Planned unit developments.

Where, in accordance with provisions of the zoning ordinance, a use permit has been granted authorizing a planned unit development on the land or a portion of the land proposed to be subdivided, the plan of the subdivision shall conform with the plan of the planned unit development as approved by the Planning Commission and City CouncilReview Authority. Exceptions to the subdivision regulations that are necessary to execute the planned unit development as approved by the Planning Commission and City Council may be authorized by the Planning CommissionReview Authority in accordance with the provisions of Section 16.04.050.

16.04.085 School site dedications and reservations.

A. In considering the approval or the conditions of approval of a parcel map or subdivision map, as those terms are defined in the Subdivision Map Acttentative map, the City Council or the Planning CommissionReview Authority may require the reservation or dedication of school sites in a manner that is consistent with the provisions of Government Code sections 66478 and 66479, provided that the council or the commission, as the case may be,Review Authority is able to determine that the conditions enumerated in those sections, as they may from time to time be amended, are applicable to the proposed subdivision map or parceltentative map.

B. The planning and community preservation director, in cooperation with the official designated by the Visalia Unified School District, shall develop and keep in place a policy establishing the manner in which this section shall be implemented by the City Planner and his or her designees. Such policy shall be established at the discretion of 462

the City Planner, provided the policy is consistent with the Government Code sections 66478 and 66479.

Chapter 16.08

DEFINITIONS

16.08.010 Definitions.

A. The following definitions shall be used to define words or phrases in this title.

Whenever any words or phrases used in this title are not defined herein, but are defined in the Subdivision Map Act or in Title 17 (Zoning Ordinance), such definitions are incorporated herein and shall apply as though set forth herein in full, unless the context clearly indicates a contrary intention.

A person “acting in concert with the owner” means a person that has common ownership or control of the subject parcel with the owner of the adjacent parcel, a person acting on behalf of, acting for the predominant benefit of, acting on the instructions of, or actively cooperating with, the owner of the parcel being subdivided. “Adjacent parcel” means any parcel of land that is (1) touching the parcel at any point; (2) separated from the parcel at any point only by a public right -of-way, private street or way, or public or private utility, service, or access easement; or (3) separated from another parce l only by other real property which is in common ownership or control of the applicant.
“Appeal Body” means the Planning Commission in the event of an appealed decision of the City Manager or City Planner, or the City Council in the event of an appealed decision of the Planning Commission.
"Arterial streets" means streets intended to provide the majority of the city's traffic carrying capacity; provides connections to the freeway system and to collector streets; provides access to major travel generators; typically designed with four lanes for through traffic, two parking/transit/right-turn lanes, and a median with single left-turn lane at intersections.
"Block" means the area or parcels of land that is entirely bounded by subdivision boundaries, streets, highways or railroad tracks, excepting alleys. “Car share vehicle” means a motor vehicle that is operated as part of a regional fleet by a public or private care sharing company or organization and provides hourly or daily service.
"Collector streets" means streets intended to provide connectivity between local streets and the arterial street system; also provides access to adjacent land uses; typically designed with two lanes for through traffic, two parking/transit lanes and a median for left-turn access.
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“Common ownership or control” means property owned or controlled by the same person, persons, or entity, or by separate entities in which any shareholder, partner, member, or family member of an investor of the entity owns ten percent or more of the interest in the property.
"Condominium" means an estate in real property consisting of an undivided common interest in a parcel of real property together with a separate interest of space in a residential, industrial or commercial building on such real property. A condominium may include, in addition, a separate interest in other portions of such real property.

Apartment cooperatives shall be defined as condominiums. "Conversion" means the creation of separate ownership of existing real property together with a separate interest in the space of a residential, industrial or commercial building.
"Design" means street alignments, grades and widths; drainage and sanitary facilities, and utilities, including alignments and grades; location and widths of all required easements and right-of-ways; access drives and pedestrian ways; lot size and configuration; traffic access; grading; land to be dedicated for park or recreational uses; and such other specific requirements as necessary to conform to the general plan or any adopted specific plan.
"Environmental impact report" means an informational document which, when its preparation is required, shall be considered by every public agency prior to its approval or disapproval of a project. The purpose of an environmental impact report is to provide public agencies and the public in general with detailed information about the effect which a proposed project is likely to have on the environment; to list ways in which the significant effects of such a project might be minimized; and to indicate alternatives to such a project, as specified in Section 21100 of the California Environmental Quality Act.
“Extremely low-income household” has the meaning set forth in Health & Safety Code Section 50106.
"Freeways" means streets intended exclusively for movement of high volumes of inter-city, regional, and longer local trips at high speeds. "General Plan" means the general plan of the City of Visalia and any amendment thereto.
"Improvement" means and includes street construction, storm drainage facilities, utilities, culverts, landscaping, sanitary sewer facilities, traffic control devices and other facilities as necessary for the general use of the owners in the subdivision and local neighborhood traffic.
“Improvement, private” means an improvement not maintained by the City of Visalia. "Local streets" means streets intended exclusively to provide access to adjacent land uses; typically designed with two through lanes with parking on both sides. 464

"Lot" means a parcel of land separated from other parcels of land as the result of a recorded subdivision map or parcel map.
"Lot line adjustment" means an adjustment of the lot line between four (4) or fewer adjoining parcels, where the land taken from one parcel is added to an adjacent parcel, and where a greater number of parcels than originally existed is not thereby created, provided the lot line adjustment is approved by the city planner. “Lower-income household” has the meaning set forth in Health & Safety Code Section 50079.5.
"Major arterial streets" means streets intended to provide a high level of capacity in selected high volume corridors; provides connections to the freeway system and to collector streets; provides access to major travel generators; typically designed with six lanes for through traffic, a parking/transit/right-turn lane, and a median with dual left-turn lanes at intersections.
"Merger" means the joining of two or more contiguous parcels of land, under one ownership, into one parcel.
“Moderate income household” has the meaning set forth in Health & Safety Code Section 50093.
“Net habitable square feet” has the meaning set forth in Government Code Section 66499.41(a)(6).
"Parcel map" means a map prepared to divide or consolidate in accordance with the provisions of this title and the map act.
“Planning and community preservation director” means the individual appointed by the City Manager to serve as the head of the City department responsible for planning, zoning, and subdivision functions, or such successor position or title as may be established by the City Manager or City Council, and includes any authorized designee of such individual.
“Qualified urban use” has the meaning set forth in Public Resources Code Section 21072.
"Reversion to acreage" means a map prepared for the purpose of reverting to acreage land previously subdivided.
“Review Authority” means the advisory agency responsible for deciding on the respective application as determined under Sections 16.04.030 and 16.04.035. “Simple maps” means a tentative map that is any of the following:

1. Nonresidential tentative maps that do not otherwise require the recommendation or approval of another permit from Planning Commission or an exception to this Subdivision Ordinance.
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2. Residential tentative maps equal to or less than [80/160] units or [80/160] lots for residential purposes whose overall approval does not require the recommendation or approval of Planning Commission or an exception to this Subdivision Ordinance. “Specific adverse impact” means a significant, quantifiable, direct, and unavoidable impact, based on objective, identified written public health or safety standards, policies, or conditions as they existed on the date that a housing development project application was deemed complete. Inconsistency with the zoning ordinance or general plan land use designation and eligibility to claim a welfare exemption are not specific health or safety impacts.
“Starter home subdivision” means a parcel map or tentative map for a housing development project that complies with the provisions of California Government Code section 66499.41.
"Street" means a thoroughfare, dedicated as such or acquired for public use as such, other than an alley, which afford the principal means of access to abutting land. "Street" includes streets, avenues, courts, drives, parkways, ways, or lands. "Subdivider" means a person, firm, corporation, partnership, or associate who causes to be divided real property into a subdivision for himself, herself, or for others; except that employees and consultants of such persons or entities, acting in such capacity, are not subdividers.
"Subdivision" means the division of any improved or unimproved contiguous land for the purpose of sale, lease, or financing, whether immediate or future. Property shall be considered as contiguous units, even if it is separated by roads, streets, utility easements or railroad rights-of-way. Subdivision includes a condominium project, as defined herein or in Section 1350 of the Civil Code or a community apartment project, as defined in Section 11004 of the Business and Professions Code. Any conveyance of land to a governmental agency, public entity, or public utility shall not be considered a division of land for purposes of computing the number of parcels.

Subdivision does not include:

1. Buildings divided into apartments, offices, stores or similar space within apartment buildings, industrial buildings, commercial buildings, mobile home parks, or trailer parks for the purpose of lease or financing;

2. Land divided by mineral, oil, or gas leases;

3. Land dedicated for cemetery purposes under the Health and Safety Code of the State of California.
"Subdivision improvement standards" means standard details, standard specifications, and other standards approved by the City Council shall govern the improvements to be constructed pursuant to this title and Subdivision Map Act. "Subdivision Map Act" means the latest edition of the Subdivision Map Act of the state of California.
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“Substantially surrounded” has the meaning set forth in Public Resources Code section 21159.25.
“Sufficient for separate conveyance” means that each attached or adjacent dwelling unit is constructed in a manner adequate to allow for the separate sale of each unit in a common interest development as defined in Civil Code section 4100 (including a residential condominium, planned development, stock cooperative, or community apartment project), or into any other ownership type in which the dwelling units may be sold individually.
"Tentative map" means and refers to a map made for the purpose of showing the design of a proposed subdivision or parcel map and the existing conditions in and around it.
“Urban lot split” means a parcel map that complies with the provisions of California Government Code section 66411.7.
“Vacant” has the meaning set forth in Government Code Section 66499.41(a)(2)(A)(ii). “Very low income household” has the meaning set forth in Health & Safety Code Section 50105.
"Vesting tentative map" means a tentative map for a residential subdivision that shall have printed conspicuously on its face the words "Vesting Tentative Map" at the time it is filed.

Chapter 16.12

DESIGN AND CONSTRUCTION STANDARDS

16.12.010 Streets and highways.

Sections:

16.12.010 Streets and highways.

16.12.020 Alleys.

16.12.030 Street names.

16.12.040 Blocks.

16.12.050 Lots.

16.12.060 Reserve strips.

16.12.070 Grading and erosion control.

16.12.080 Watercourses.

16.12.090 Ponding lots.
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16.12.100 Walls and Fences

16.12.010 Streets and highways.

A. The public street and highway design shall conform both in width and alignment with any general plan circulation element, precise street plans and other precise plans adopted by the City Council, and right-of-way for any such street or highway indicated on the general plan or precise plans shall be dedicated to the city by the subdivider.

B. Streets and highways not otherwise designated on the Circulation Element of the General Plan shall not be less than those set forth in this title; except where it can be shown by the subdivider that the topography of the land is such as to justify narrower width. Increased widths may be required for bicycle lanes or transit stops when determined necessary by the Planning CommissionReview Authority in the public interest. Approval or determination of street classification shall be made by the City Council by adopting improvement standards for:

Divided arterial streets
Undivided arterial streets
Collector streets/local streets
Minor loop streets
Cul-de-sac streets
Frontage road
C. Relationship to Existing Streets. The street system in the proposed subdivision shall relate functionally to the existing streets in the area adjoining the subdivision.

D. Centerlines. The centerlines of all streets, wherever practicable, shall be the continuations of the centerlines of existing streets or shall be offset at least one hundred fifty (150) feet.

E. Intersections. Each street intersection shall be as near to a right angle as is practicable, and no intersection of streets at angles less than sixty (60) degrees shall be approved unless necessitated by topographical conditions as determined by the city engineer.

F. Corners. At street intersections, the block corners shall be angled to provide sufficient right-of-way, and shall correspond to approved develop improvement standards.

G. Cul-de-sacs or Dead End Streets. No cul-de-sac or dead end street shall be more than eight hundred (800) feet in length. Where necessary to give access to or permit a satisfactory future development of adjoining land, streets shall extend to the boundary of the property and the resulting dead-end streets may be approved with a temporary turn- around. In all other cases, a turn-around having a minimum radius of fifty-three (53) 468

feet, measured to the property line, and a minimum of forty-three (43) feet to curb face shall be required.

H. Curve Radius. The centerline curve radius on arterial streets shall be designed in accordance with acceptable safe engineering practices and in no case shall be less than five hundred (500) feet. Centerline curve radius on other streets shall not be less than two hundred (200) feet.

I. Frontage Streets. When any lot fronts or sides on any arterial street, expressway, or freeway, the subdivider may be required to dedicate and improve a frontage street to provide ingress to and egress from such lots.

J. Private Road and Alleys. Private roads and alleys shall not be permitted unless approved by the Review Authority as part of a use permit authorizing a planned unit development, as set forth in Visalia Municipal Code Chapter 17.26, approved by the Planning Commission.

K. Grades. Grades of streets shall not be less than two-tenths (0.2) percent and not greater than seven (7) percent unless, because of topographical conditions or other exceptional conditions, the city engineer determines that a grade less than two-tenths (0.2) percent or in excess of seven (7) percent is necessary.

L. Access on Arterials. When the rear of any lot borders an arterial, the subdivider may be required to execute and deliver to the city an instrument prohibiting the right of ingress and egress from said arterial to said lot.

16.12.020 Alleys.

A. Alleys shall be optional in residential subdivisions. The Planning CommissionReview Authority for any one of the following reasons may require alleys. If alleys are required, they shall be constructed to city standards:

1. Unusual size, shape or topographical character of the property to be subdivided;

2. The relationship to existing or proposed commercial, industrial or high density residential development or adjacent railroad right-of-way;

3. The special nature of the design or density of a residential subdivision where dwellings are grouped in such a manner as to require access from other than the street frontage;

4. The need to maintain continuity of existing alleys where the property to be subdivided is located immediately between existing residential blocks where alleys are provided.

B. Residential alleys shall have a minimum dedicated width of twenty (20) feet. 469

C. Alleys shall be provided where needed to serve existing or proposed commercial or industrial subdivisions and shall have a minimum dedicated width of thirty (30) feet with adequate provisions for ingress and egress.

D. A twenty (20) foot corner diagonal cut off measured along the property lines from the point of intersection will be required where two alleys intersect.

E. Alleys shall be so laid out and aligned as to provide reasonable access for utilities and other services.

F. Dead end alleys shall be prohibited.

16.12.050 Lots.

A. Lot Width.

1. Each residential lot or parcel shall have frontage width not less than that required by the zoning ordinance, as set forth in Title 17 of the Municipal Code. Each residential lot or parcel on a dead end street, cul-de-sac, or on a curbed street, when the side lines thereof are diverging from the front to the rear of such lot or parcel, shall have a width not less than that required by the zoning ordinance.

B. Lot Depth. The depth of all lots shall comply with the requirements of the zoning ordinance relative to each particular zoning district.

C. Lot Area. The area of all lots shall comply with the requirements of the zoning ordinance relative to each particular zoning district.

D. Lot Frontage. Lots shall have a single frontage on a street; new double frontage lots or lots without street frontage will not be permitted except where, in the opinion of the Planning CommissionReview Authority, topographic or unusual physical conditions justify a deviation from this rule.

E. Side Lines. The side lines of lots shall, wherever practicable, be required to run at right angles or radially to the street upon which the lot faces.

F. Lot Numbering and Dimensions. Lot numbers shall begin with the numeral "1" and shall continue consecutively through each unit of the tract with no omissions or duplications, and no block numbers shall be used.

G. Suitability of Lots. All lots shall be suitable for the purpose for which they are intended to be sold. Land subject to flooding or deemed by the Planning CommissionReview Authority to be uninhabitable shall be indicated on the final map.

H. Land Remnants. All remnants of below minimum size left over after the subdivision of a larger tract must be added to adjacent lots rather than allowed to remain as unusable parcels.

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16.12.080 Watercourses.

A. In the event that the subdivision is traversed by any watercourses, channels, streams or creeks, the subdivider shall dedicate rights-of-way or easements for storm drainage purposes conforming substantially with the lines of such watercourses, channels, streams or creeks or shall provide by dedication further and sufficient rights- of-way or easements as shall be required for structures or channel changes, or both, to dispose of such surface and storm waters.

B. The Planning CommissionReview Authority may disapprove a tentative map of a subdivision because of flood hazard and inundation and require protective improvements to be constructed as a condition precedent to approval of the map.

16.12.090 Ponding lots.

A. Detention or retention ponds will only be allowed in areas where it has been determined by the city engineer that other methods of drainage are not practical.

B. Permanent detention or retention ponds shall be a minimum of five (5) acres and dedicated to the city for maintenance. Landscaping and irrigation systems shall be installed as approved by the director of public servicesworks.

C. Temporary detention or retention ponds may be approved until such time as drainage facilities are available for connection and shall be dedicated to the city in easement form.

16.12.100 Walls and Fences.

A. For proposed residential subdivisions, security walls or fences that are proposed for residential developments along arterial or collector streets shall provide pedestrian access between the arterial or collector and the development to allow access when transit vehicles operating on an arterial or collector street.

B. Exceptions consistent with Chapter 17.42 may be granted during the Planning Commission approval process in accordance with 16.1604.110 050or subsequent Council action in accordance with 16.16.120.

Chapter 16.16

TENTATIVE MAPS
Sections:

16.16.010 Preliminary review.

16.16.020 Review by site plan review staff.

16.16.030 Filing of Ttentative subdivision maps.
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16.16.040 Subdivision filing fees.

16.16.050 Size of maps.

16.16.060 Information required.

16.16.070 Accompanying reports and statements.

16.16.080 Distribution of filed maps.

16.16.090 Staff reports.

16.16.100 Hearing and notice.

16.16.110 Commission approvalDecision.

16.16.115 Denial of tentative map or parcel map.

16.16.120 Council action[Reserved].

16.16.130 Expiration of maps and extensions.

16.16.010 Preliminary review.

Prior to filing of a tentative subdivision map, a conceptual map shall be submitted to the Site Plan Review Staff in accordance with Chapter 17.28 of the Zoning Ordinance.

The map shall be drawn at a scale large enough to show all details clearly and enough sheets shall be used to accomplish this end. The map shall show the entire parcel proposed for subdivision including: approximate lot lines, street alignments, adjacent streets and adjacent land uses. The Site Plan Review Staff will prepare comments, recommendations, and requirements of the tentative subdivision map for the subdivider's review.

16.16.020 Review by site plan review staff.

A. All tentative subdivision maps shall be reviewed by the Site Plan Review Staff prior to the submission of a tentative map to the Planning CommissionReview Authority.

B. The Site Plan Review Staff shall examine and review the following:

1. The completeness and accuracy of the tentative map and the suitability of the land for purposes of subdivision;

2. Conformity of the overall design of the subdivision to the general plan and all pertinent requirements of this title and other laws and plans of the city;

3. The provisions for, and suitability of street improvements, underground utilities, fire hydrants, street lights, storm drains, streets, trees and sidewalks. The adequacy of 472

the water supply, solid waste collection, sewage disposal and easements for utilities and drainage;

4. Provisions for public areas, including parks, schools, public utilities facilities, etc.

C. If any portion of the subdivision is in conflict with any of the requirements of this title, other ordinances, or state law, the Site Plan Review Staff shall, to the best of their ability, advise the subdivider of such conflicts.

D. The Site Plan Review Staff may deem it advisable to recommend additional improvements, easements or dedications to be included; in which case, the subdivider shall be duly informed of the nature of the recommendations following the Site Plan Review Staff meeting.

E. The Site Plan Review Staff shall make a report of its recommendations to the Planning CommissionReview Authority, and shall furnish a copy of that report to the subdivider, in accordance with Chapter 17.28.

16.16.030 Tentative subdivision maps.

A. The tentative map shall be prepared by a registered civil engineer or a licensed land surveyorprofessional licensed to practice land surveying in California in accord with the provisions of the Subdivision Map Act and this title and shall be filed with the city planner. Such filing shall be prior to the completion of final surveys of streets and lots and before the start of any grading or construction work within the proposed subdivision.

B. A minimum of thirty (30) copies of the tentative map, and aAccompanying reports and statements shall be submitted to the city planner at the time of filing. Filing of required documents will be deemed official upon written receipt from the city planner.

16.16.070 Accompanying reports and statements.

A. The tentative map shall contain or be accompanied by reports and/or written statements from the subdivider giving essential information regarding the following matters:

1. The source of water supply;

2. The type of street improvements and utilities that the subdivider proposes to install;

3. The proposed method of sewage disposal;

4. The proposed method of solid waste collection;

5. The proposed public bus stops and turnouts;

6. The proposed storm water sewer or other means of drainage; 473

7. The proposed tree planting and related landscaping;

8. Preliminary title reports of entire property;

9. A preliminary soils report. The preliminary soils report may be waived if the city engineer determines that, due to the knowledge he has of the quality of the soils of the subdivision, no preliminary analysis is necessary;

10. If a subdivision tentative map is to be developed as consecutive individual units, it shall be so stated on the tentative map, and the order and approximate dates of completion of each unit shall be given at the time of filing of the tentative map;

11. A map showing the properties within a three hundred (300) foot radius of the proposed tentative map and a property owners list keyed to the three hundred (300) foot radius map.

B. The information required in the written reports and statements may be shown on the tentative map itself if feasible.

16.16.080 Distribution of filed maps.

A. When the tentative maps, accompanying reports and statements are filed, and the Site Plan Review Staff has approved the map, the city planner shall immediately forward copies of each to the following agencies when affected:

1. Caltrans;

2. Southern California Edison Company;

3. California Water Service;

4. Southern California Gas Company;

5. Visalia Unified School District;

6. United States Postmaster;

7. Tulare County Health Department;

8. Tulare County Public Works Department;

9. Federal Housing Authority;

10. Comcast Cable;

11. Water Quality Control Board;

12. AT&T;

13. Affected irrigation or drainage district.
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B. With the exception of school districts, such agencies shall respond within fifteen (15) days after receipt of such tentative map for their comments to be considered by the commissionReview Authority. School districts shall respond within twenty (20) working days of the date on which the notice was mailed to the school district for comment.

16.16.090 Staff reports.

Any report or recommendation on a tentative map by the staff of the commission or council shall be in writing and a copy thereof served on the subdivider at least three dayson the following number of days prior to any hearing or action on such map by the commission or council.

1. Simple maps: Ten (10) days.

2. All other instances: Three (3) days.

3. All other instances: Three (3) days.

16.16.100 Hearing and notice.

A. The city Planning CommissionReview Authority shall hold a public hearing on an application for a tentative subdivision map or vesting tentative subdivision map, in the following fashion:.

1. Simple maps: Administrative hearing.

2. Tentative map extensions: Administrative hearing.

3. All other tentative maps: Public hearing.

B. Notice of a public hearing shall be given not less than ten (10) days or more than thirty (30) days prior to the date of the hearing by mailing a notice of the time and place of the hearing to property owners and residents within three hundred (300) feet of the boundaries of the area proposed for subdivision.

1. A notice of a public hearing shall contain all the information required in Government Code Section 65094 and be noticed in accordance with Government Code Section 65090.

2. A notice of an administrative hearing shall contain all of the following: (1) the identity of the Review Authority, (2) the date that the Review Authority will render a decision, (3) a general explanation of the matter considered, (4) a general description, in text and by diagram, of the location of the real property that is the subject of the administrative hearing, (5) instructions on how to review the staff report, (6) how to provide comments on the project, (7) how to request notification of the decision, (8) where a copy of the decision will be available for review after it is made, and (9) appeal procedures.
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C. A request for notification of an administrative hearing decision must be made to the Review Authority at least two (2) days before the date of the administrative hearing.

Persons that request notification of an administrative hearing decision shall be mailed a copy of the decision, the findings for which the decision was based on, instructions on how to appeal the decision, and the deadline by which an appeal must be received.

Copies of the administrative decision shall also be posted on the City website. A request for notification of an administrative hearing is not required in order to seek an appeal.

16.16.110 Commission approvalDecision.

Within fifty (50) days after the tentative map has been filed with the city planner or at such later date as may be required to concurrently process the appurtenant environmental impact review documents required by state law and local ordinances, the commission Review Authority shall report in writing to the subdivider their decision regarding approval, conditional approval, or disapproval of the map and the conditions on which such action is based.

16.16.115 Denial of tentative map or parcel map.

This section shall apply to both tentative maps and parcel maps for which a tentative map is not required.

A. The Planning CommissionReview Authority shall deny approval of a tentative map, or a parcel map for which a tentative map was not required, if it makes any of the following findings:

1. The proposed map is not consistent with the General Plan;

2. The proposed map is not consistent with an applicable specific plan adopted in accordance with Government Code Section 65451;

3. The design or improvement of the proposed subdivision is not consistent with the General Plan or with an applicable specific plan.

4. The site is not physically suitable for the type of development.

5. The site is not physically suitable for the proposed density of development.

6. The design of the subdivision or the proposed improvements are likely to cause substantial environmental damage or substantially and avoidably injure fish or wildlife or their habitat.

7. The design of the subdivision or type of improvements is likely to cause serious public health problems.

B. In determining whether to approve or deny a tentative map, the Planning CommissionReview Authority shall apply only those ordinances, policies, and standards 476

in effect at the date the City Planner has determined that the application is complete pursuant to Government Code Section 65943.

C. If the Planning CommissionReview Authority finds that the land is subject to any of the following, then the Review AuthorityPlanning Commission shall deny approval of a tentative map, or a parcel map for which a tentative map was not required if, after reviewing Government Code Section 66474.4, it finds that either the resulting parcels following a subdivision of the land would be too small to sustain their agricultural use or the subdivision will result in residential development not incidental to the commercial agricultural use of the land.

1. A contract entered into pursuant to the California Land Conservation Act of 1965 (Chapter 7 (commencing with Section 51200) of Part 1 of Division 1 of Title 5), including an easement entered into pursuant to Section 51256.

2. An open-space easement entered into pursuant to the Open-Space Easement Act of 1974 (Chapter 6.6 (commencing with Section 51070) of Part 1 of Division 1 of Title 5.)

3. An agricultural conservation easement entered into pursuant to Chapter 4 (commencing with Section 10260) of Division 10.2 of the Public Resources Code.

4. A conservation easement entered into pursuant to Chapter 4 (commencing with Section 815) of Part 2 of Division 2 of the Civil Code.

16.16.120 Council action[Reserved].

The City Council may overrule or modify any ruling or determination of the commission in regard to a tentative map and may make conditional exceptions if special circumstances pertaining to the property involved justify a variance from the provisions of this title.

16.16.130 Expiration of maps and extensions.

A. Expiration. The approval or conditional approval of a tentative map shall expire twenty-four (24) months from the date the map was approved or conditionally approved.

B. Extension. The person filing the tentative map may request an extension of the tentative map approval or conditional approval by written application to the city planner who shall forward it to the Review AuthorityPlanning Commission for action. Such application shall be filed before the approval or conditional approval is due to expire. The application shall state the reasons for requesting the extension.

C. Time Limit on Extensions. An extension or extensions of tentative map approval or conditional approval shall not exceed an aggregate of three (3) years.

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Chapter 16.17

URBAN LOT SPLITS
Sections:

16.17.010 General.

16.17.020 Procedures.

16.17.010 General.

A. The purpose of this chapter is to provide objective standards for urban lot splits within single-family residential zones, to implement the provisions of state law as reflected in Government Code Section 65852.21 et seq. and Section 66411.7 et seq., and to facilitate the development of new residential housing units consistent with the City’s General Plan and ensure sound standards of public health and safety.

16.17.020 Procedures.

A. The City Planner shall ministerially review an application for a parcel map that subdivides an existing parcel to create no more than two new parcels in an Urban Lot Split, and shall approve the application if the criteria in Government Code Section 66411.7 and this Chapter are satisfied.

B. Qualifying Criteria. Within the time required by the Subdivision Map Act, the City Planner shall determine if the parcel map for the Urban Lot Split meets all the following requirements:

1. The parcel is located within an R-S zone.

2. The parcel being subdivided is not located on a site that is any of the following:
i. Either prime farmland or farmland of statewide importance, as defined pursuant to United States Department of Agriculture land inventory and monitoring criteria, as modified for California, and designated on the maps prepared by the Farmland Mapping and Monitoring Program of the Department of Conservation, or land zoned or designated for agricultural protection or preservation by a local ballot measure that was approved by the voters of that jurisdiction.
ii. Wetlands, as defined in the United States Fish and Wildlife Service Manual, Part 660 FW 2 (June 21, 1993).
iii. Within a very high fire hazard severity zone, as determined by the Department of Forestry and Fire Protection pursuant to Section 51178 of the Government Code, or within a high or very high fire hazard severity zone as indicated on maps adopted by the Department of Forestry and Fire Protection pursuant to Section 4202 of the Public Resources Code. This subparagraph does not apply to sites excluded from the specified hazard zones by the city/county, pursuant to subdivision (b) of Section 51179 of the Government Code, or sites that have adopted fire hazard mitigation measures pursuant to existing building standards or state fire mitigation measures applicable to the development.
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iv. A hazardous waste site that is listed pursuant to Section 65962.5 of the Government Code or a hazardous waste site designated by the Department of Toxic Substances Control pursuant to Section 25356 of the Health and Safety Code, unless the State Department of Public Health, State Water Resources Control Board, or Department of Toxic Substances Control has cleared the site for residential use or residential mixed uses.
v. Within a delineated earthquake fault zone as determined by the State Geologist in any official maps published by the State Geologist, unless the development complies with applicable seismic protection building code standards adopted by the California Building Standards Commission under the California Building Standards Law (Part 2.5 (commencing with Section 18901) of Division 13 of the Health and Safety Code), and by the building department under Chapter 12.2 (commencing with Section 8875) of Division 1 of Title 2 of the Government Code.
vi. Within a special flood hazard area subject to inundation by the 1 percent annual chance flood (100-year flood) as determined by the Federal Emergency Management Agency in any official maps published by the Federal Emergency Management Agency. If a development proponent is able to satisfy all applicable federal qualifying criteria in order to provide that the site satisfies this subparagraph, the city shall not deny the application on the basis that the development proponent did not comply with any additional permit requirement, standard, or action adopted by the city that is applicable to that site. A development may be located on a site described in this subparagraph if either of the following are met (1) the site has been subject to a Letter of Map Revision prepared by the Federal Emergency Management Agency and issued to the city; or (2) the site meets Federal Emergency Management Agency requirements necessary to meet minimum flood plain management criteria of the National Flood Insurance Program pursuant to Part 59 (commencing with Section 59.1) and Part 60 (commencing with Section 60.1) of Subchapter B of Chapter I of Title 44 of the Code of Federal Regulations.
vii. Within a regulatory floodway as determined by the Federal Emergency Management Agency in any official maps published by the Federal Emergency Management Agency, unless the development has received a no-rise certification in accordance with Section 60.3(d)(3) of Title 44 of the Code of Federal Regulations. If a development proponent is able to satisfy all applicable federal qualifying criteria in order to provide that the site satisfies this subparagraph and is otherwise eligible for streamlined approval under this section, the city shall not deny the application on the basis that the development proponent did not comply with any additional permit requirement, standard, or action adopted by the city that is applicable to that site. viii. Lands identified for conservation in an adopted natural community conservation plan pursuant to the Natural Community Conservation Planning Act (Chapter 10 (commencing with Section 2800) of Division 3 of the Fish and Game Code), habitat conservation plan pursuant to the federal Endangered Species Act of 1973 (16 U.S.C. Sec. 1531 et seq.), or other adopted natural resource protection plan. 479

ix. Habitat for protected species identified as candidate, sensitive, or species of special status by state or federal agencies, fully protected species, or species protected by the federal Endangered Species Act of 1973 (16 U.S.C. Sec. 1531 et seq.), the California Endangered Species Act (Chapter 1.5 (commencing with Section 2050) of Division 3 of the Fish and Game Code), or the Native Plant Protection Act (Chapter 10 (commencing with Section 1900) of Division 2 of the Fish and Game Code). x. Lands under conservation easement.

3. Both resulting parcels are no smaller than 1,200 square feet.

4. Neither resulting parcel shall be smaller than 40 percent of the lot area of the parcel proposed for the subdivision.

5. The proposed lot split would not require demolition or alteration of any of the following types of housing:
i. Housing that is subject to a recorded covenant, ordinance, or law that restricts rents to levels affordable to persons and families of moderate, low- or very low-income. ii. Housing that is subject to any form of rent or price control through a public entity’s valid exercise of its police power.
iii. A parcel or parcels on which an owner of residential real property has exercised the owner’s rights under Chapter 12.75 (commencing with Section 7060) of Division 7 of Title 1 of the Government Code to withdraw accommodations from rent or lease within 15 years before the date that the development proponent submits an application.
iv. Housing that has been occupied by a tenant in the last three years.

6. The parcel is not located within a historic district or property included on the State Historic Resources Inventory, as defined in Public Resources Code Section 5020.1, or within a site that is designated or listed as a city landmark or historic property or historic district pursuant to a city ordinance.

7. The parcel being subdivided was not created by an Urban Lot Split as provided in this chapter.

8. Neither the owner of the parcel being subdivided nor any person acting in concert with the owner has previously subdivided an adjacent parcel using an Urban Lot Split as provided in this chapter.

9. The development proposed on the parcels complies with all objective zoning standards, objective subdivision standards, and objective design review standards applicable to the parcel as provided in the zoning district in which the parcel is located; provided, however, that:
i. The City Planner, or their designee, shall waive or modify any standard if the standard would have the effect of physically precluding the construction of two units on either of the resulting parcels created pursuant to this chapter or would result in a unit 480

size of less than 800 square feet. Any modifications of development standards shall be the minimum modification necessary to avoid physically precluding two units of 800 square feet each on each parcel.
ii. Notwithstanding subsection (9)(i) above, required rear and side yard setbacks shall equal four feet, except that no setback shall be required for an existing legally created structure or a structure constructed in the same location and to the same dimensions as an existing legally created structure.

10. Each resulting parcel shall have access to, provide access to, or adjoin the public right-of-way.

11. Proposed adjacent or connected dwelling units shall be permitted if they meet building code safety standards and are designed sufficient to allow separate conveyance. The proposed dwelling units shall provide a separate gas, electric and water utility connection directly between each dwelling unit and the utility.

12. Parking. One parking space shall be required per unit constructed on a parcel created pursuant to the procedures in this section, except that no parking may be required where:
i. The parcel is located within one-half mile walking distance of either a stop located in a high-quality transit corridor, as defined in Public Resources Code Section 21155(b), or a major transit stop, as defined in Public Resources Code Section 21064.3; or
ii. There is a designated parking area for one or more car-share vehicles within one block of the parcel.

13. Compliance with Subdivision Map Act. The Urban Lot Split shall conform to all applicable objective requirements of the Subdivision Map Act (commencing with Government Code Section 66410)), except as otherwise expressly provided in Government Code Section 66411.7. Notwithstanding Government Code Section 66411.1, no dedications of rights-of-way or the construction of offsite improvements may be required as a condition of approval for an Urban Lot Split, although easements may be required for the provision of public services and facilities.

14. The correction of nonconforming zoning conditions may not be required as a condition of approval.

15. Parcels created by an Urban Lot Split may be used for residential uses only and may not be used for rentals of less than 30 days.

16. If any existing dwelling unit is proposed to be demolished, the applicant will comply with the replacement housing provisions of Government Code Section 66300(d).

C. Owner-Occupancy Affidavit. The applicant for an Urban Lot Split shall sign an affidavit, in the form approved by the city attorney, stating that the applicant intends to occupy one of the housing units on the newly created lots as its principal residence for a minimum of three years from the date of the approval of the Urban Lot Split. This 481

subsection shall not apply to an applicant that is a “community land trust,” as defined in clause (ii) of subparagraph (C) of paragraph (11) of subdivision (a) of Section 402.1 of the Revenue and Taxation Code or is a “qualified nonprofit corporation” as described in Section 214.15 of the Revenue and Taxation Code.

D. Additional Affidavit. If any existing housing is proposed to be altered or demolished, the owner of the property proposed for an Urban Lot Split shall sign an affidavit, in the form approved by the city attorney, stating that none of the conditions listed in Section (4)(B)(5) above exist and shall provide a comprehensive history of the occupancy of the units to be altered or demolished for the past three years (five years if an existing unit is to be demolished) on a form prescribed by the City Planner. The owner and applicant shall also sign an affidavit stating that neither the owner nor applicant, nor any person acting in concert with the owner or applicant, has previously subdivided an adjacent parcel using an Urban Lot Split.

E. Recorded Covenant. Prior to the approval and recordation of the parcel map, the applicant shall record a restrictive covenant and agreement in the form prescribed by the city attorney, which shall run with the land and provide for the following:

1. A prohibition against further subdivision of the parcel using the Urban Lot Split procedures as provided for in this section;

2. A limitation restricting the property to residential uses only; and

3. A requirement that any dwelling units on the property may be rented or leased only for a period longer than thirty (30) days.

The City Manager or designee is authorized to enter into the covenant and agreement on behalf of the City and to deliver any approvals or consents required by the covenant.

Chapter 16.18

STARTER HOME SUBDIVISIONS
Sections:

16.18.010 General.

16.18.020 Subdivision procedures.

16.18.030 Development procedures.

16.18.040 Building permit procedures.

16.18.010 General.

A. Purpose. The purpose of this chapter is to provide objective zoning standards for starter home subdivisions with 10 or fewer units, to implement the provisions of state law as reflected in Government Code Sections 65852.28, 65913.4.5, and 66499.41, and to facilitate the development of new residential housing units consistent with the City’s General Plan and ensure sound standards of public health and safety. 482

B. Specific Adverse Impacts. In addition to the criteria listed in this chapter, approval of a subdivision, development, or building permit under this chapter may be denied if the City Planner or Building Official, where applicable, make a written finding, based on a preponderance of the evidence, that the proposed subdivision or proposed housing development project would have a specific, adverse impact upon public health and safety, for which there is no feasible method to satisfactorily mitigate or avoid the specific, adverse impact.

C. Enforcement. The City Attorney shall be authorized to abate violations of this chapter and to enforce the provisions of this chapter and all implementing agreements and affidavits by civil action, injunctive relief, and any other proceeding or method permitted by law. Remedies provided for in this chapter shall not preclude the city from any other remedy or relief to which it otherwise would be entitled under law or equity.

16.18.020 Subdivision procedures.

A. The City Planner shall ministerially review, without a hearing, an application for a parcel map or a tentative and final map for a housing development project, and shall approve the application if the criteria in Government Code Section 66499.41 and this section are satisfied.

B. Qualifying Criteria. Within 60 days from the receipt of a complete application, the City Planner shall determine if the parcel map or tentative and final map for the subdivision meets all the following requirements:

1. The parcel is one of the following:
a. Located within an R-M zone; or
b. Vacant and located within an R-S zone. A parcel shall be considered vacant if the area proposed to be subdivided, excepting a designated remainder, contains no dwellings.

2. The proposed subdivision will result in 10 or fewer parcels and the housing development project on the lot proposed to be subdivided will contain 10 or fewer residential units, not including any permitted accessory dwelling units or junior accessory dwelling units. A remainder parcel may be designated that retains existing land uses or structures, including existing residence(s), but cannot be exclusively dedicated to serving the housing development project. A remainder parcel shall not count against the 10 parcel limit.

3. The lot is substantially surrounded by qualified urban uses and meets the following maximum lot area requirements:
a. No larger than five acres, if the lot is zoned for multi-family residential; or b. No larger than one and one-half acres, if zoned for single-family residential.

4. The lot is a legal parcel.
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5. The lot was not established pursuant to this chapter or an urban lot split pursuant to Government Code Section 66411.7 and Chapter 16.17.

6. The newly created parcels meet the following minimum lot area requirements:
a. No smaller than 600 square feet if zoned for multi-family residential; or b. No smaller than 1,200 square feet if zoned for single-family residential.

7. The housing units on the lot proposed to be subdivided are one of the following:
a. Constructed on fee simple ownership lots;
b. Part of a common interest development;
c. Part of a housing cooperative, as defined in Civil Code Section 817; d. Constructed on land owned by a community land trust meeting the requirements of Government Code Section 66499.41; or
e. Part of a tenancy in common, as described in Civil Code Section 685.

8. The proposed development must meet one of the following:
a. If the parcel is identified in the Housing Element for the current planning period, the development must result in at least as many units as projected for the parcel in the Housing Element. If the parcel is identified to accommodate low- or very-low income households, the development must result in at least as many low- or very-low income units as projected in the Housing Element. These units shall be subject to a recorded affordability restriction of at least 45 years. b. If the parcel is not identified in the Housing Element for the current planning period, the area to be subdivided must result in at least 20 dwelling units per acre. The area of any designated remainder shall be excluded from the calculation of residential density.

9. The average total area of floor space for the proposed housing units on the lot proposed to be subdivided does not exceed 1,750 net habitable square feet.

10. The housing development project on the lot proposed to be subdivided would not require demolition or alteration of any of the following types of housing:
a. Housing that is subject to a recorded covenant, ordinance, or law that restricts rents to levels affordable to persons and families of low-, very low-, or extremely low- income.
b. Housing that is subject to any form of rent or price control through a public entity’s valid exercise of its police power.
c. Housing occupied by tenants within the five years preceding the date of the application, including housing that has been demolished or that tenants have vacated prior to the submission of the application for a development permit. 484

d. A parcel on which an owner of residential real property has exercised the owner’s rights under Chapter 12.75 (commencing with Section 7060) of Division 7 of Title 1 of the Government Code (“Ellis Act Eviction”) to withdraw accommodations from rent or lease within 15 years before the date that the development proponent submits an application.

11. The lot being subdivided is not located on a site that is any of the following:
a. Either prime farmland or farmland of statewide importance, as defined pursuant to United States Department of Agriculture land inventory and monitoring criteria, as modified for California, and designated on the maps prepared by the Farmland Mapping and Monitoring Program of the Department of Conservation, or land zoned or designated for agricultural protection or preservation by a local ballot measure that was approved by the voters of that jurisdiction.
b. Wetlands, as defined in the United States Fish and Wildlife Service Manual, Part 660 FW 2 (June 21, 1993).
c. Within a very high fire hazard severity zone, as determined by the Department of Forestry and Fire Protection pursuant to Section 51178 of the Government Code, or within a high or very high fire hazard severity zone as indicated on maps adopted by the Department of Forestry and Fire Protection pursuant to Section 4202 of the Public Resources Code.
d. A hazardous waste site that is listed pursuant to Section 65962.5 of the Government Code or a hazardous waste site designated by the Department of Toxic Substances Control pursuant to former Section 25356 of the Health and Safety Code, unless the State Department of Public Health, State Water Resources Control Board, or Department of Toxic Substances Control has cleared the site for residential use or residential mixed uses.
e. Within a delineated earthquake fault zone as determined by the State Geologist in any official maps published by the State Geologist, unless the development complies with applicable seismic protection building code standards adopted by the California Building Standards Commission under the California Building Standards Law (Part 2.5 (commencing with Section 18901) of Division 13 of the Health and Safety Code), and by the building department under Chapter 12.2 (commencing with Section 8875) of Division 1 of Title 2 of the Government Code.
f. Within a special flood hazard area subject to inundation by the 1-percent annual chance flood (100-year flood) as determined by the Federal Emergency Management Agency in any official maps published by the Federal Emergency Management Agency. If a development proponent is able to satisfy all applicable federal qualifying criteria in order to provide that the site satisfies this subparagraph, the city shall not deny the application on the basis that the development proponent did not comply with any additional permit requirement, standard, or action adopted by the city that is applicable to that site. A development may be located on a site described in this subparagraph if either of the following are met:
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(1) the site has been subject to a Letter of Map Revision prepared by the Federal Emergency Management Agency and issued to the city; or (2) the site meets Federal Emergency Management Agency requirements necessary to meet minimum flood plain management criteria of the National Flood Insurance Program pursuant to Part 59 (commencing with Section 59.1) and Part 60 (commencing with Section 60.1) of Subchapter B of Chapter I of Title 44 of the Code of Federal Regulations.
g. Within a regulatory floodway as determined by the Federal Emergency Management Agency in any official maps published by the Federal Emergency Management Agency, unless the development has received a no-rise certification in accordance with Section 60.3(d)(3) of Title 44 of the Code of Federal Regulations. If a development proponent is able to satisfy all applicable federal qualifying criteria in order to provide that the site satisfies this subparagraph and is otherwise eligible for streamlined approval under this section, the city shall not deny the application on the basis that the development proponent did not comply with any additional permit requirement, standard, or action adopted by the city that is applicable to that site. h. Lands identified for conservation in an adopted natural community conservation plan pursuant to the Natural Community Conservation Planning Act (Chapter 10 (commencing with Section 2800) of Division 3 of the Fish and Game Code), habitat conservation plan pursuant to the federal Endangered Species Act of 1973 (16 U.S.C. Sec. 1531 et seq.), or other adopted natural resource protection plan. i. Habitat for protected species identified as candidate, sensitive, or species of special status by state or federal agencies, fully protected species, or species protected by the federal Endangered Species Act of 1973 (16 U.S.C. Sec. 1531 et seq.), the California Endangered Species Act (Chapter 1.5 (commencing with Section 2050) of Division 3 of the Fish and Game Code), or the Native Plant Protection Act (Chapter 10 (commencing with Section 1900) of Division 2 of the Fish and Game Code). j. Lands under conservation easement.

12. The proposed subdivision shall conform to all applicable objective requirements of the Subdivision Map Act (commencing with Government Code Section 66410), except as otherwise expressly provided in this Chapter and Government Code Section 66499.41.

13. The proposed subdivision complies with all applicable standards established in Section 16.18.030 and Government Code Section 65852.28.

14. The parcels created pursuant to this Chapter must be served by a public water system and a municipal sewer system.

15. The proposed subdivision will not result in any existing dwelling unit being alienable separate from the title to any other existing dwelling unit on the lot.

16. The development proposed on the parcels complies with all objective zoning standards, objective subdivision standards, and objective design review standards 486

applicable to the parcel as provided in the zoning district in which the parcel is located, except that a proposed housing development is not required to comply with either a minimum requirement on size, width, depth, frontage, or dimensions of an individual parcel beyond the minimum parcel size specified in subparagraph (6) or the formation of a homeowners’ association, except as required by the Davis-Stirling Common Interest Development Act (Part 5 (commencing with Section 4000) of Division 4 of the Civil Code).

17. If any existing dwelling unit is proposed to be demolished, the applicant will comply with the replacement housing provisions of Government Code Section 66300(d).

C. Development on Each Lot. At least one residential structure in compliance with applicable provisions of the California Building Standards Code must be developed on each resulting parcel that does not already contain an existing legally permitted residential structure or is reserved for internal circulation, open space, or common area.

D. Prohibition of Urban Lot Splits. A parcel created under this chapter may not be further subdivided pursuant to an urban lot split under Chapter 16.17 or Government Code Section 66411.7.

E. Declaration of Prior Tenancies. If any existing housing is proposed to be demolished, the owner of the property proposed for the subdivision shall sign an affidavit, in the form approved by the City Planner, stating that none of the conditions listed in paragraph (11) above exist and shall provide a comprehensive history of the occupancy of the units to be altered or demolished for the past five years on a form approved by the City Planner.

F. Declaration of Prior Tenancies. If any existing housing is proposed to be demolished, the owner of the property proposed for the subdivision shall sign an affidavit, in the form approved by the City Planner, stating that none of the conditions listed in paragraph (11) above exist and shall provide a comprehensive history of the occupancy of the units to be altered or demolished for the past five years on a form approved by the City Planner.

16.18.030 Development procedures.

A. The City Planner shall ministerially review, without a hearing, an application for a housing development project on a lot that is subdivided pursuant to Section 16.18.020 and Government Code Section 66499.41, and shall approve the application if the criteria in Government Code Section 65852.28 and this section are satisfied.

B. Qualifying Criteria. Within 60 days from the receipt of a complete application, the City Planner shall determine if the housing development project meets all the following requirements:

1. The proposed housing development is on a lot created in accordance with Section 16.18.020 and Government Code Section 66499.41.

2. The proposed housing development complies with all objective zoning standards, objective subdivision standards, and objective design review standards 487

applicable to the parcel as provided in the zoning district in which the parcel is located that do not conflict with Section 16.18.020 and Government Code Sections 65852.28 and 66499.41; provided, however:
a. The City Planner, or their designee, shall modify or waive any standard if the standard would have the effect of physically precluding the construction of the development project at 30 dwelling units per acre. Any modifications of development standards shall be the minimum modification necessary.
b. No setback between the units is required, except as provided in the California Building Code (Title 24 of the California Code of Regulations). c. Required rear and side yard setbacks from the original lot line shall equal four feet, except that no setback shall be required for an existing legally created structure or a structure constructed in the same location and to the same dimensions as an existing legally created structure.
d. For development on a vacant lot zoned for single-family residences, no height limit may be applied that is less than what is allowed per the existing zoning designation applicable to the lot.

3. Parking. One parking space, which may be uncovered or not enclosed, shall be required per unit constructed on a parcel created pursuant to the procedures in this section, except that no parking may be required where the parcel is located within one- half mile walking distance of either a stop located in a high-quality transit corridor, as defined in Public Resources Code Section 21155(b), or a major transit stop, as defined in Public Resources Code Section 21064.3.

16.18.040 Building permit procedures.

A. The Building Official shall issue a building permit for one or more residential units that are part of a housing development project on a lot that is subdivided pursuant to Chapter 16.18 and Government Code Section 66499.41, and shall approve the application if the criteria in Government Code Section 65852.28 and this section are satisfied and has met the following criteria:

1. The applicant has received an approval for the tentative map or parcel map for the subdivision.

2. The applicant has submitted a complete building permit application.

B. Any dedication, improvement, and sewer requirements identified in the approved tentative map or parcel map or its conditions of approval shall be guaranteed to the City’s satisfaction.

C. The applicant must submit proof, to the satisfaction of the City Planner, of a recorded covenant and agreement enforceable by the city that the applicant agrees the building permit is issued on condition that a certificate of occupancy or equivalent final approval for the building will not be issued unless the final map has been recorded. 488

D. The applicant shall comply with the improvement securities requirements of Section 16.24.060
Chapter 16.20

VESTING TENTATIVE MAPS

16.20.010 General.

A. Authority. This chapter is enacted pursuant to the authority granted by Article 4.5 (commencing with Section 66498.1) of Division 2 of Title 7 of the Government Code of the state of California (hereinafter referred to as the "Vesting Tentative Map Statute").

B. Purpose. It is the purpose of this chapter to establish procedures necessary for the implementation of the Vesting Tentative Map Statute, and to supplement the provisions of the Subdivision Map Act and this title. Except as other noted, the provisions of this title shall apply to the vesting tentative map section.

C. Consistency. No land shall be subdivided and developed pursuant to a vesting tentative map for any purpose that is inconsistent with the general plan and any applicable specific plan or not permitted by the zoning ordinance or other applicable provisions of the municipal code.

D. Application.

1. This chapter shall apply only to residential developments. Whenever a provision of the Subdivision Map Act, as implemented and supplemented by this chapter, requires the filing of a tentative map or tentative parcel map for a residential development, a vesting tentative map may instead be filed, in accordance with the provisions hereof.

2. If a subdivider does not seek the right conferred by the Vesting Tentative Map Statute, the filing of a vesting tentative map shall not be a prerequisite to any approval for any proposed subdivision, permit for construction, or work preparatory to construction.

16.20.030 Development rights.

A. Vesting on Approval of Vesting Tentative Map.

1. The approval or conditional approval of a vesting tentative map shall confer a vested right to proceed with development in substantial compliance with the ordinances, policies, and standards described in Government Code Section 66474.2.

2. However, if Section 66474.2 of the Government Code is repealed, the approval or conditional approval of a vesting tentative map shall confer a vested right to proceed with development in substantial compliance with the ordinances, policies, and standards in effect at the time the vesting tentative map is approved or conditionally approved. 489

3. Notwithstanding subsection (A) of this section, a permit, approval, extension, or entitlement may be made conditional or denied if any of the following are determined:
a. A failure to do so would place the residents of the subdivision or the immediate community, or both, in a condition dangerous to their health, or safety, or both; b. The condition or denial is required, in order to comply with state or federal law. c. A subdivider may apply for a one-year extension at any time before the initial time period set forth in subsection (A)(1) of this section expires. If the extension is denied, the subdivider may appeal that denial to the City CouncilAppeal Body within fifteen (15) days.

4. The rights referred to herein shall expire if a final map is not approved prior to the expiration of the vesting tentative map as provided in Section 16.20.020(C). If the final map is approved, these rights shall last for the following periods of time:
a. An initial time period of one year. Where several final maps are recorded on various phases of a project covered by a single vesting tentative map, this initial time period shall begin for each phase when the final map for that phase is recorded. b. The initial time period set forth in subsection (A)(1) of this section shall be automatically extended by any time used for processing a complete application for a granting permit or for design or architectural review, if such processing exceeds thirty (30) days, from the date a complete application is filed. c. A subdivider may apply for a one-year extension at any time before the initial time period set forth in subsection (A)(1) of this section expires. If the extension is denied, the subdivider may appeal that denial to the City CouncilAppeal Body within fifteen (15) days.
d. If the subdivider submits a complete application for a building permit during the periods of time specified in subsections (A)(4)(a)--(A)(4)(c) of this section, the rights referred to herein, as they apply to the lot for which the application is filed, shall continue until the expiration of that permit, or any extension of that permit.

B. Applications Inconsistent with Current Policies. Notwithstanding any provision of this title, a property owner or his or her designee may seek approvals or permits for development that depart from the ordinances, policies, and standards described in Section 16.20.030(A)(1), and local agencies may grant these approvals or issue these permits to the extent that the departures are authorized under applicable law.

Chapter 16.24

FINAL MAPS

16.24.110 Amending of final maps.
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After a final map is filed in the office of the county recorder, such a recorded final map may be modified by a certificate of correction or an amending map if the city finds that there are changes in circumstances that make any or all of the conditions of such a map no longer appropriate or necessary and that the modifications do not impose any additional burden on the present fee owner of the property, and if the modifications do not alter any right, title or interest in the real property reflected on the recorded map and the local agency finds that the map, as modified, conforms to the provisions of Section 66474 of the Subdivision Map Act. Any such modifications shall be set for public hearing as provided for in Section 16.16.100. The legislative bodyReview Authority shall confine the hearing to consideration of the action on the proposed modification.

Chapter 16.28

PARCEL MAPS
Sections:

16.28.010 [Reserved.]Purpose.

16.28.020 [Reserved.]Advisory agency.

16.28.030 [Reserved.]Review by site plan review staff.

16.28.040 [Reserved.]Tentative parcel maps.

16.28.050 [Reserved.]Form and content.

16.28.060 [Reserved.]Hearing and notice.

16.28.070 [Reserved.]Consideration of tentative parcel maps.

16.28.080 [Reserved.]Appeals.

16.28.090 [Reserved.]Time limit on tentative parcel map.

16.28.100 [Reserved.]Improvements.

16.28.110 [Reserved.]Right-of-way dedications.

16.28.120 Final parcel mapsFiling.

16.28.125 FilingParcel map submittal requirements.

16.28.130 Survey requirements.

16.28.140 Information on final parcel map.

16.28.150 Waiver of final parcel map.

16.28.160 Amending of parcel maps.

16.28.010 [Reserved.]Purpose.
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The council incorporates this chapter in its subdivision ordinance in order to establish the requirements and procedures for processing subdivisions that are authorized to be made through the parcel map procedure by Sections 66426 and 66428 of the Government Code of the state of California. Where a tentative parcel map is required, a vesting tentative parcel map may be filed conferring development rights as indicated in Chapter 16.20.

16.28.020 [Reserved.]Advisory agency.

The Planning Commission is designated as the advisory agency referred to in Article 2 of the Subdivision Map Act and is charged with the duty of making investigations and reports on the design and improvement of proposed divisions of land under this chapter.

The city planner is designated as the clerk to the advisory agency with authority to receive parcel maps.

16.28.030 [Reserved.]Review by site plan review staff.

A. All tentative parcel maps shall be reviewed by the Site Plan Review Staff prior to the submission of said tentative parcel map to the Planning Commission.

B. The Site Plan Review Staff shall examine and review the following:

1. The completeness and accuracy of the tentative parcel map and the suitability of the land for purposes of subdivision;

2. Conformity of the overall design of the subdivision to the general plan and all pertinent requirements of this chapter and other laws and plans of the city;

3. The provisions for, and suitability of street improvements, underground utilities, fire hydrants, street lights, storm drains, streets, trees and sidewalks. The adequacy of the water supply, solid waste collection, sewage disposal and easements for utilities and drainage;

4. Provisions for public areas, including parks, schools, public utilities facilities, public bus stops and turnouts, etc.

C. If any portion of the subdivision is in conflict with any of the requirements of this chapter, other ordinances, or state law, the Site Plan Review Staff shall, to the best of its ability, advise the subdivider of such conflicts.

D. The Site Plan Review Staff may deem it advisable to recommend additional improvements, easements, or dedications, to be included, in which case the subdivider shall be duly informed of the nature of the recommendations following the Site Plan Review Staff meeting.

E. The Site Plan Review Staff shall make a report of its recommendations to the Planning Commission, and shall furnish a copy of that report to the subdivider, in 492

writing, no less than three days prior to the Planning Commission meeting at which the tentative parcel map is to be considered by the commission.

16.28.040 [Reserved.]Tentative parcel maps.

A. The person or agency dividing land under this section shall file a tentative parcel map with the planning and community preservation director not less than thirty (30) days before the date of the commission meeting at which such map is to be considered.

Such filing shall be prior to the start of any grading or construction work within the proposed division of land. The tentative parcel map shall be submitted in the same manner as provided for subdivisions as to area improvement and design, flood and water drainage control, and as to required public improvements.

B. A person desiring to divide land subject to the provisions of this chapter shall submit the tentative parcel map, therefore in accord with the following requirements:

1. Filing. Twenty-five (25) copies of the tentative parcel map shall be filed with the planning and community preservation director. The tentative parcel map shall be legibly drawn, on eighteen (18) inch by twenty-six (26) inch tracing paper suitable for reproduction, to a scale and in a manner to best illustrate the proposed division.

2. Fees. At the time of filing of the tentative parcel map, a fee shall be paid to the city in such amount as may be established by the City Council, on a yearly basis, by resolution.

3. Acceptance. The city engineer and planning and community preservation director shall examine any such tentative parcel map within five working days of presentation and shall not accept such map unless the map is in full compliance with the provisions of this chapter and the Subdivision Map Act of the state of California, as to form, data, information, and other matters required to be shown on or furnished therewith.

4. Distribution. The planning and community preservation director shall immediately forward copies of the tentative parcel map to each of the following when affected:
a. Southern California Gas Company;
b. Southern California Edison Company;
c. California Water Service;
d. AT&T;
e. Comcast Cable;
f. Visalia Unified School District.

5. Agency Action. With the exception of school districts, the agency receiving a copy of the tentative parcel map shall file a report within fifteen (15) days after the receipt thereof. School districts shall respond within twenty (20) working days of the date on which the notice was mailed to the school district for comment. If a reply is not received 493

prior to the meeting at which consideration of the map is made, it will be assumed that the map conforms to the requirements of the particular agency concerned.

16.28.050 [Reserved.]Form and content.

The tentative parcel map shall contain the following information:

A. The name and address of the engineer or surveyor preparing the map and the legal owner of record of the land, and the applicant, if different from the legal owner of record;
B. The boundary lines of the entire parcel, including the area to be divided, with dimensions based on existing survey data or property descriptions; C. The proposed division lines, approximate dimensions, and approximate acreage or square footage of each proposed parcel;
D. The identification of each parcel with a number designation; E. All existing surface and underground structures and improvements located on the original parcel, together with their dimensions, the distances between them, the distances to division and property lines, and the number of stories or the height of each structure;
F. The names, widths and locations of all existing and proposed streets abutting or traversing the original parcel, and a statement if the street is private and/or a statement if the street does not actually exist on the ground;
G. The location, purposes, width and recorded owners of all existing and proposed easements or private rights-of-way abutting or traversing any part of the original parcel easement boundaries shall be shown by means of dotted lines; H. An accurate description of the original parcel;
I. The date of preparation, north arrow and scale of the drawing. Said scale shall be large enough to show all details clearly and enough sheets shall be used to accomplish this end;
J. The existing and proposed uses of the property;
K. The proposed method of sewage disposal;
L. The proposed domestic water supply;
M. The assessor's parcel numbers;
N. The proposed street names;
O. The approximate location and width of watercourses or areas subject to inundation from floods, and the location of structures, irrigation ditches and other permanent fixtures;
494

P. Any railroads;
Q. The approximate radius of curves;
R. A location map showing the original parcels and the surrounding area; S. The existing zone district designation of the original parcels; T. The proposed use of the property;
U. Oak trees having a trunk diameter exceeding four inches, measured at a point five feet above the existing ground level;
V. The proposed method of solid waste collection;
W. The proposed public bus stops and turnouts, if any; X. A map showing the properties within a three hundred (300) foot radius of the proposed tentative parcel map and a property owners list keyed to the three hundred (300) foot radius map.

16.28.060 [Reserved.]Hearing and notice.

A. The city Planning Commission shall hold a public hearing on an application for a tentative parcel map or vesting tentative parcel map.

B. Notice of a public hearing shall be given not less than ten days or more than thirty (30) days prior to the date of the hearing by mailing a notice of the time and place of the hearing to property owners within three hundred (300) feet of the boundaries of the area proposed for subdivision.

16.28.070 [Reserved.]Consideration of tentative parcel maps.

The commission shall review the tentative parcel map and approve, conditionally approve, or disapprove the map within thirty (30) days after the receipt of such map, or at such later date as may be required to concurrently process the appurtenant environmental documents required by state law and local regulations adopted in implementation thereof.

16.28.080 [Reserved.]Appeals.

If the applicant is dissatisfied with the decision of the Planning Commission, he may, within ten days after the decision of the Planning Commission, appeal in writing to the council for a hearing thereon. Such hearing need not be concluded on the day thus set but may be continued.

495

16.28.090 [Reserved.]Time limit on tentative parcel map.

Failure to file a final parcel map with the county recorder within twenty-four (24) months after the date of approval or conditional approval of the tentative parcel map shall automatically revoke said approval, and a final parcel map shall not be recorded until a new tentative parcel map has been filed and approved in accordance with the provisions of this chapter. However, upon application by the owner or his authorized agent, an extension of not more than an additional thirty-six (36) months may be granted by the Planning Commission. If the Planning Commission denies an application for an extension of time, the owner or his authorized agent may appeal the action to the City Council in the manner set forth in Section 16.28.080.

16.28.100 [Reserved.]Improvements.

Pursuant to the provisions of the Subdivision Map Act, the subdivider shall install, construct and/or provide all on or off-site improvements as recommended by the city engineer and as required by the commission. Such improvements shall be limited to the dedication of rights-of-way, easements and the construction of reasonable off-site and on-site improvements for the parcels being created. The nature, extent and design of such improvements and the guaranteeing of completion thereof shall be in full conformance with the provisions in Chapter 16.36.

16.28.110 [Reserved.]Right-of-way dedications.

A. Pursuant to the Subdivision Map Act, the subdivider shall provide such dedication of right-of-way and/or easements as may be required by the Planning Commission.

B. The Planning Commission may, at its discretion, require that offers of dedication or dedication of streets include a waiver of direct access rights to any such streets from any property shown on the final map as abutting thereon, in accord with the provisions of the Subdivision Map Act.

16.28.120 Final parcel mapsFiling.

Within the time limit designated in Section 16.16.130 16.28.090 and upon the accomplishment of all dedications by certification on the map and required construction of all public improvements, or the execution of an agreement and provision of surety providing therefore, and the payment of all applicable fees and charges, the applicant may file a final parcel map with the city engineer and planning and community preservation director, who shall approve the final parcel map if it substantially conforms to the approved tentative parcel map and all applicable provisions of the Subdivision Map Act and this chapter. The appropriate certificates, as provided by the applicant in accordance with the provisions of the Subdivision Map Act, shall be signed by the city engineer and planning and community preservation director upon the parcel map, and 496

the final parcel map shall be transmitted by the city clerk to the clerk of the county board of supervisors for ultimate transmittal to the county recorder.

16.28.125 FilingParcel map submittal requirements.

The subdivider may file the original andParcel map submittals shall contain three (3) copies of the final parcel map and required accompanying data with the city engineer.

When a final parcel map is submitted to the city engineer in accordance with this code, it shall be accompanied by the following documents:

A. Plans, profiles and specifications of the proposed public and private improvements, designed in accord with the requirements of the city engineer; B. A filing fee to cover the expense of checking in an amount to be established by the City Council from time to time by resolution;
C. A preliminary subdivision guarantee issued by a title insurance company, in the name of the owner of the land, issued to or for the benefit and protection of the city, showing all parties whose consent is necessary and their interest therein, except where the land included in such subdivision is registered under the Land Registration Act. If the land is so registered, a copy of the certificate of title shall be furnished, certified.

D. Calculation and traverse sheets, used in computing the distances, angles and courses shown on the final map and ties to existing and proposed monuments, and showing closures, within the allowable limits of error specified in the ordinance, for exterior boundaries of the subdivision and for each irregular block or lot of the subdivision.

F. A copy of the resolution of the approved tentative map, unless otherwise not required.

16.28.130 Survey requirements.

If the division of land creates four or less parcels, the final parcel map may be compiled from recorded or filed data when survey information exists on recorded or filed maps to sufficiently locate and retrace the exterior boundary lines of the final parcel map and when the location of at least one of these boundary lines can be established from an existing monumented line. In all other cases, the final parcel map shall be based on a field survey of the land conducted in accordance with the Land Surveyor's Act of the state of California. All new lot corners shall be monumented and based on a field survey.

16.28.140 Information on final parcel map.
497

A. Each parcel shall be consecutively numbered. Each parcel shall have its area shown to the nearest one-hundredth (0.01) of an acre or nearest square foot. The exterior boundary of the land included within the parcel or parcels being created shall be indicated by a distinctive border. Such border shall not interfere with the legibility of figures or other data. The map shall show the definite location of such parcel or parcels, and particularly the relationship to existing surveys.

B. Each final parcel map shall contain the following information:

1. The tentative parcel map number and date of preparation;

2. The tract name, date, north arrow and scale;

3. A general description of the land included;

4. Names and addresses of the owners of the property being divided;

5. The location, names without abbreviations, and right-of-way widths of all:
a. Proposed streets;
b. Proposed public areas and easements; and
c. Adjoining streets;

6. All dimensions shall be in feet and decimals of a foot to the nearest one- hundredth of a foot (0.01'); all necessary angles and bearings shall be provided to the nearest second of a degree (00º-00'-01");

7. The dimensions of all lots, including lot area in square feet, and a lot number for each lot;

8. The centerline data for streets including bearings and distances;

9. The radius, arc length, and central angle of curves;

10. Suitable primary survey control points;

11. The location and description of permanent monuments;

12. The boundaries of any public and/or private easement, whether an easement of record or a prescriptive easement, shall be shown; the party holding interest in the easement shall be shown on the map;

13. Location and widths of all easements to be dedicated, if required;

14. The location and widths of watercourses and areas subject to inundation and location of selected flood lines within the parcels being created; properties located in a Special Flood Hazard Area shall comply with all requirements of Chapter 15.60;

15. Ties to any city or county boundary lines involved;

16. Required Certifications;
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a. All required dedications of rights-of-way or easements shall be certified on the final parcel map in accordance with Section 66447 of the Subdivision Map Act; b. All parties having any record title interest in the real property subdivided shall sign a certificate on the final parcel map in accordance with Subsection 66445(e) of the Subdivision Map Act;
d. A certificate for execution by the City Engineer/City Surveyor that complies with Section 66450 of the Subdivision Map Act;
c. A certificate of the registered civil engineer or licensed land surveyor who prepared the survey and the final parcel map, in compliance with Section 66449 of the Subdivision Map Act;
e. A certificate for execution by the city planner on behalf of the parcel map committeeReview Authority certifying that the final parcel map conforms to the approved tentative parcel map; and

17. Any other requirements of the Subdivision Map Act.

B. The final parcel map shall contain survey information that only affects record title interest. However, additional survey and map information such as, but not limited to, building setback lines, flood hazard zones, seismic lines and setback, geologic mapping and archaeological sites, if appropriate, shall be shown on an additional map sheet that shall indicate its relationship to the final parcel map, and shall contain a statement that the additional information is for informational purposes, describes conditions as of the date of filing, and is not intended to affect record title interest. The additional map sheet may also contain a notation that the additional information is derived from public records or reports, and does not imply the correctness or sufficiency of those records or reports by the preparer of the additional map sheet. The acceptance of the additional map sheet by the city, similarly does not imply the correctness or sufficiency of those records or reports. The additional map sheet shall be recorded simultaneously with the final parcel map.

16.28.150 Waiver of final parcel map.

The Planning Commission or City CouncilReview Authority may, at its discretion, waive the final parcel map when a finding is made that the proposed division of land complies with the requirements established by this chapter as to area, improvement and design, floodwater drainage control, appropriate improved public roads, sanitary disposal facilities, water supply availability, environmental protection, and other requirements of this chapter.

16.28.160 Amending of parcel maps.

After a parcel map is filed in the office of the county recorder such a recorded parcel map may be modified by a certificate of correction or an amending map if the local 499

agency finds that there are changes in circumstances that make any or all of the conditions of such a map no longer appropriate or necessary and that the modifications do not impose any additional burden on the present fee owner of the property, and if the modifications do not alter any right, title or interest in the real property reflected on the recorded parcel map and the local agency finds that the map, as modified, conforms to the provisions of Section 66474 of the Subdivision Map Act. Any such modifications shall be set for public hearing as provided for in Section 16.2816.060100 of this chapter.

The legislative bodyReview Authority shall confine the hearing to consideration of an action on the proposed modification.

Chapter 16.32

LOT LINE ADJUSTMENTS

16.32.040 Consideration of lot line adjustment maps.

A. 1. The city planner shall limit the review and approval of lot line adjustment maps to a determination of whether or not the parcels resulting from the lot line adjustment will conform to zoning and building ordinances. The city planner shall not impose conditions or exactions on the approval of the lot line adjustment except to conform to local zoning and building ordinances, or except to facilitate the relocation of existing utilities, infrastructure, or easements.

2. Whenever the city planner determines that conditions or exactions may be necessary in order to carry out the provisions of Section 16.32.040(B), he shall immediately refer the lot line adjustment map to the Site Plan Review Staff. The Site Plan Review Staff shall review the map and determine what conditions or exactions, if any, should be placed on the application. The Site Plan Review Staff shall not require any conditions or exactions on the lot line adjustment except to conform to local zoning and building ordinances, or except to facilitate the relocation of existing utilities, infrastructures or easements. The Site Plan Review Staff shall thereafter advise the city planner what conditions or exactions are to be required. If the Site Plan Review Staff determines that conditions or exactions are required, the staff shall determine at what time such conditions or exactions are to be fulfilled under the same provisions of this chapter as they apply to parcel maps. Agreements for fulfilling such conditions or exactions, security for such agreements and all other matters pertaining to such conditions or exactions shall also be governed by the same provisions of this chapter as they apply to parcel maps.

B. The city planner shall approve the proposed lot line adjustment whenever all of the following conditions are complied with:

1. Tif the lots that will result from the proposed lot line adjustment conform to all the applicable zoning and building ordinances in effect and comply with regulations set forth in this chapter pertaining to size, shape and dimensions of lots in subdivisions for which tentative and final maps are required.

2. The proposed lot line adjustment will not, under the circumstances of the particular case, be detrimental to the health, safety or general welfare of persons residing or working in the neighborhood or to the general welfare of the city. 500

3. C. In addition to any other basis for disapproval, the city planner may disapprove a lot line adjustment if he or she determines that there is no real relationship between the existing parcels and the proposed new parcels and that the proposal is more adequately processed as a merger and resubdivision pursuant to Section 66499.20-1/2 of the Government Code of the state of California.

4. D. 1. The city planner shall review the proposed lot line adjustment map and, within fifteen (15) days after the lot line adjustment map was filed, approve, conditionally approve, or disapprove the lot line adjustment map. However, if the lot line adjustment map is referred to the Site Plan Review Staff, pursuant to Section 16.32.040, the city planner shall have thirty (30) days after the map was filed to take such action. Said time limits may be extended by mutual consent of the city planner and the applicant.

5. 2. The city planner shall give written notice of his action to the applicant and to the affected city departments and to each public and private agency to which a copy of the lot line adjustment map was transmitted.

6. E. 1. If the city planner approved the lot line adjustment map, the written decision of the city planner approving the adjustment shall be filed for record with the county recorder. Such decision shall contain a legal description of each parcel resulting from the lot line adjustment and shall be recorded concurrently with the appropriate deed(s) or record of survey pursuant to Government Code Section 66412(d).

7. 2. The lot line adjustment shall not be effective until the decision of the city planner approving the map has been recorded as set forth in subsection (E)(1) of this section. Said decision shall not be recorded until the appeal period specified in Section 16.32.050 has expired without an appeal having been filed or until the applicant waives his right to appeal, whichever occurs first. If an appeal is filed, said decision shall not be recorded until the termination of the appeal proceedings.

8. 3. If conditions or exactions are required by the Site Plan Review Staff, the decision of the city planner shall not be recorded until the required conditions and exactions have been made fulfilled and, if required by the Site Plan Review Staff, an agreement with security is on file for fulfilling such conditions or exactions.

9. 4. The recording of the decision of the city planner and subsequent deed(s) or record of survey shall supersede all prior recorded parcel maps, subdivision maps or other documents that create the superseded parcels and the boundaries created by the decision of the city planner shall prevail over the earlier recorded boundaries, and the recorded decision of the city planner shall so state.

16.32.050 Appeals.

After the action by the city planner on the lot line adjustment map, the applicant may appeal in writing to the Planning CommissionAppeal Body within ten days after the decision of the city planner.

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Chapter 16.48
[RESERVED].ENVIRONMENTAL IMPACT MITIGATION
Sections:

16.48.010 Legislative findings.

16.48.020 Purpose.

16.48.030 Short title, authority and applicability.

16.48.040 Rules of construction.

16.48.050 Definitions.

16.48.060 Imposition of environmental impact mitigation—School overcrowding—Fee.

16.48.070 Fee schedule.

16.48.080 Computation of the amount of environmental impact mitigation— School overcrowding—Fee.

16.48.090 Payment of fee.

16.48.100 Timing of fee payment.

16.48.110 Use of funds.

16.48.120 Refund of fees paid.

16.48.130 Exemption and credits.

16.48.140 Penalty provisions.

16.48.150 Sunset clause.

16.48.160 Severability.

16.48.010 Legislative findings.

The City Council of the city finds, determines and declares that:

A. Policy PSCU-P-34 of the General Plan requires the city work with the Visalia Unified School District to coordinate land use and development with school location and site design to ensure that adequate facilities are available and integrated with neighborhoods;
B. The school district has presented information to the city establishing that existing school facilities are overcrowded and that further growth and development in the city will have a significant adverse impact o the capacity of the school system; 502

C. The school district has presented information to the city that the fee, charge, dedication or other requirement the district is authorized to levy against a development project pursuant to Government Code Sections 53080 and 65995 is insufficient to adequately fund the construction of new school facilities to meet the needs of growth in the community;
D. The school district has presented information to the city that it does not have the financial or other resources available to fund new school facilities; E. While it is also the State of California's responsibility to fund the construction of new school facilities to meet the needs of growth, the state has not provided the financial or other resources necessary to meet the growing demand for new school facilities;
F. Pursuant to Education Code Section 17718.5(a) the State Board of Education is to encourage school districts to utilize alternative methods to fund school facilities; G. Education Code Section 17717.7 encourages the use of alternative funding sources by creating a six-tiered priority list for qualifying for state funding that effectively encourages school districts to request only a maximum of fifty (50) percent of total construction costs;
H. The school district must expand its classroom facilities in order to meet the needs of a growing community without decreasing the current level of education in order to promote and protect the public health, safety and welfare.

I. The imposition of an environmental impact mitigation fee is a preferred method of ensuring that new development bears a proportionate share of the cost of capital facilities necessary to accommodate the student population generated by such development and thereby promotes and protect the public health, safety and welfare.

J. The fees established by Section 16.48.070 are derived from, are based upon, and do not exceed the costs of providing additional school facilities necessitated by new development for which the fees are levied.

K. The report entitled "Environmental Impact Mitigation – School Overcrowding – Fee Justification Report", dated May 18, 1992, sets forth a reasonable methodology and analysis for determination of the impact on new development on the need for and cost of additional school facilities within the school district; L. The adoption of this chapter is consistent with the General Plan of the city.

16.48.020 Purpose.

The purpose of this chapter is to assess environmental impact mitigation fees against all new residential construction, and all remodels adding additional area to existing residential buildings, all consistent with definitions found in state law, to mitigate the impacts of said construction on the ability of the Visalia Unified School District to house new students resulting from new development in the city. Furthermore:
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A. This chapter is intended to assist in the implementation of the land use element of the General Plan; and
B. The purpose of this chapter is to regulate the use and development of land so as to assure that new development bears a proportionate share of the cost of capital expenditures necessary to provide school facilities in the Visalia Unified School District.

16.48.030 Short title, authority and applicability.

A. This chapter shall be known and may be cited as the "City of Visalia Environmental Impact Mitigation – School Overcrowding – Fee Ordinance." B. The City Council of the city has the authority to adopt this chapter pursuant to Article XI of Section 7 of the Constitution of the state of California, and pursuant to Government Code Sections 65300 et seq., 66000 et seq., and 66470 et. seq. and Public Resources Code Sections 21000 et seq. of California Statutes, and its Charter.

C. This chapter shall apply in the incorporated area of the city to the extent permitted by Article XI of Section 7 of the Constitution of the state of California.

16.48.040 Rules of construction.

A. The provisions of this chapter shall be liberally construed so as to effectively carry out its purpose in the interest of the public health, safety and welfare.

B. For the purpose of administration and enforcement of this chapter, unless otherwise stated in this chapter, the following rules of construction shall apply to the text of this chapter:

1. In case of any difference of meaning or implication between the text of this chapter and any caption, illustration, summary table, or illustrative table, the text shall control.

2. The word "shall" is always mandatory and not discretionary; the word "may" is permissive.

3. Words used in the present tense shall include the future; and words used in the singular number shall include the plural, and the plural the single, unless the context clearly indicates the contrary.

4. The phrase "used for" includes "arranged for," "designed for," "maintained for," or "occupied for."

5. The word "person" includes an individual, a corporation, a partnership, an incorporated association, or any other similar entity.

6. Unless the context clearly indicates the contrary, where a regulation involves two or more items, conditions, provisions, or events connected by the conjunction "and," "or" or "either...or," the con-junction shall be interpreted as follows:
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a. "And" indicates that all the connected terms, conditions, provisions or events shall apply.
b. "Or" indicates that the connected items, conditions, provisions or events may apply singly or in any combination.
c. "Either...or" indicates that the connected items, conditions, provisions or events shall apply singly but not in combination.

7. The word "includes" shall not limit a term to the specific example but is intended to extend its meaning to all other instances or circumstances of little kind or character.

8. "City engineer" means the city engineer or city officials he/she may designate to carry out the administration of this chapter.

16.48.050 Definitions.

As used in this chapter, the following terms are defined in this section:
"Assessable space" means the same as in Government Code Section 65995(b)(1). "Building permit" means an official document or certificate issued by the city authorizing the construction of any structure used or intended for supporting or sheltering any use or occupancy.
"City" means the city of Visalia, a Charter Law city.
"Development permit" means a regulatory approval by the city. "District" means the Visalia Unified School District.
"Feepayer" means a person commencing a land development activity that requires the issuance of a building permit or permit for mobile home installation. "School development impact fee" means a fee, charge, dedication or other requirement the district is authorized to levy against a development project pursuant to Government Code Section 53080 and as said fee may be adjusted from time-to-time by the state Allocation Board pursuant to Government Code Section 65995(b)(2).

16.48.060 Imposition of environmental impact mitigation—School overcrowding—Fee.

A. Any person who, after the effective date of this chapter, seeks to develop land within the city by applying for: a building permit; an extension of a building permit issued prior to that date; a permit for manufactured home installations; or an extension of a permit for manufactured home installation issued prior to that date, is required to pay an environmental impact mitigation – school overcrowding – fee in the manner set forth in this chapter.
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B. No new building permit or new permit for manufactured home installation for any activity requiring payment of an impact fee pursuant to Section 16.48.060(A) shall be issued unless and until the environmental impact mitigation – school over-crowding – fee required has been paid.

C. No extension of a building permit or permit for manufactured home installation issued prior to the effective date of this chapter, for any activity requiring payment of an impact fee pursuant to Section 16.48.060(A) shall be granted unless and until the environmental impact mitigation – school overcrowding – fee required has been paid.

This subsection shall not apply if the applicant applying for an extension of a building permit or permit for manufactured home installation can demonstrate that a good faith effort has been applied to begin construction or that substantial completion has occurred in conformance with the approved building permit or permit for manufactured home installation.

16.48.070 Fee schedule.

A. The council shall establish by resolution, a schedule of environmental impact mitigation – school overcrowding – fees calculated to provide the sum of money necessary to pay for the share of the new facilities estimated total construction cost identified to be funded with environmental impact mitigation – school overcrowding – fees, as set forth in the report entitled "Environmental Impact Mitigation – School Overcrowding – Fee Justification Report". Such schedule shall be conditional and based on the following findings by the council:

1. The planned school facilities are in conformity with the land use element of the general plan of the city;

2. The development of property will require construction or acquisition of additional school facilities and that the fees are fairly apportioned on the basis of benefit conferred on property developed or to be developed or on the need for planned school facilities created by proposed or existing development of property;

3. That school facilities planned, including the conversion of additional elementary schools to year-round education, are in addition to any existing school facilities serving the district at the time of adoption of the land use element and are necessary to complete the plan for school facilities.

B. The schedule of fees shall be those amounts in effect on July 1, 1995 as established by Resolution No. 92-76 of the council and as adjusted pursuant to ordinance provisions adopted prior to the effective date of the ordinance codified in this section and shall remain in effect until July 1, 1997. Effective July 1, 1997, and each succeeding July 1st thereafter, the schedule of fees shall be adjusted in accordance with the following criteria:

1. On April 1st of each year the city engineer shall review the current National Engineering News Record Construction Cost Index (ENRCCI). When such index differs from the index for the preceding April 1st, the factor of increase or decrease shall be 506

applied to the schedule of fees. Such factor shall be computed by dividing the ENRCCI for the current April 1st by that pertaining to the previous April 1st. The individual environmental impact mitigation – school overcrowding – fees may be multiplied by said factor to determine the adjusted schedule of fees. The engineer shall present the new fee schedule for adoption by resolution of council after at least one public hearing. The revised fees shall become effective on the July 1st following except in no case shall the revised fees become effective until sixty (60) days following the publication of the revised fees.

2. If in the determination of the city engineer the adjustments of the schedule of fees produced by the procedure in subdivision 1 of this subsection is not representative of the actual change in costs of the planned school facilities, the city engineer may, in lieu of the procedures set forth in said subdivision, compute a new schedule of fees for adoption by resolution of the council after at least one public hearing. In addition, the district may request that the City Council review the fees to ensure that they are representative of the actual change in costs of the planned school facilities.

3. In the event of the adoption of a new schedule of fees by resolution of the council, such new schedule shall become effective sixty (60) days after the adoption thereof by the council. The adjustment of such schedule provided in subdivision 1 of this subsection shall begin the April 1st next occurring after adoption of the new schedule.

16.48.080 Computation of the amount of environmental impact mitigation—School overcrowding —Fee.

A. The environmental impact mitigation—school overcrowding—fee shall be equal to the difference between the fee established by the schedule of fees adopted or revised pursuant to Section 16.48.070 and the school development impact fee already assessed and collected by the district but in no case shall this difference be considered a credit to the feepayer.

B. Government Code Section 6599(b)(3) requires the State Allocation Board to review, at regular intervals, the school development impact fees. If within one hundred eighty (180) days of any action by the State Allocation Board to modify the school development impact fee either upward or downward, the district does not adjust the school development impact fee already assessed and collected by the district to reflect the action of the State Allocation Board, the city shall use the amount authorized by the State Allocation Board in its calculations to determine the amount of the environmental impact mitigation – school overcrowding – fee.

C. For new residential construction the fee paid pursuant to this chapter shall be equal to the product of the environmental impact mitigation – school overcrowding –fee identified in subsection (A) of this section and the assessable space for the building under consideration. For residential remodel construction the criteria imposed by Government Code Section 53080(a)(1) shall apply. For senior citizen housing, a residential care facility, or a multilevel facility for the elderly, criteria imposed by Government Code Section 65995.1 shall apply.
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D. This chapter shall not apply to building permits issued for commercial, office or industrial projects.

16.48.090 Payment of fee.

A. The feepayer shall pay the environmental impact mitigation – school overcrowding – fee required by this chapter prior to the issuance of a building permit or a permit for mobile home installation. This fee paid shall be in addition to and collected in the same manner as the school development impact fee already assessed and collected by the district.

B. All funds collected shall be properly identified and used solely for the purposes specified in Section 16.48.110.

16.48.100 Timing of fee payment.

A. Notwithstanding the requirements of Section 16.48.090, the City Council may, by resolution, authorize the payment of the fee at a time other than that identified in Section 16.48.090.

B. In adopting the resolution identified in subsection (A) of this section the City Council shall make the following findings:

1. That the state of the economy in the city is such that the deferment of the fee required by this chapter will stimulate the economy and enhance the provision of jobs; and

2. That the deferment of the fee required by this chapter will not materially affect the ability of the city to deliver its five-year capital improvement program.

C. In adopting the resolution identified in subsection (A) of this section, the City Council shall:

1. Identify the point in time at which the fee shall be paid; provided, that in no event shall the deferral be extended beyond the time of the final inspection or issuance of the certificate of occupancy, whichever occurs first;

2. Identify to which major land use category (i.e., residential, commercial, office and/or industrial) the resolution applies;

3. Identify whether or not a contract shall be entered into by and between the property owner, or lessee if the lessee's interest appears of record, and the city prior to the issuance of the building permit. If a contract is required to be executed, it shall be processed and recorded in accordance with Government Code Section 66007(c). In lieu of entering into a contract, if one is required, the feepayer may provide such other form of surety instrument guaranteeing payment of the fee as may be acceptable to the city engineer or his/her designees and the city attorney;
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4. Impose a penalty, equal to one hundred (100) percent of the amount of the fees deferred on any party who fails to pay the deferred fee by the point in time specified in said resolution; and

5. Provide that a party who fails to pay said deferred fees by the point in time specified in said resolution shall further forfeit the future right to defer such fees on parcels in which said party has a financial interest.

16.48.110 Use of funds.

A. Funds collected from environmental impact mitigation – school overcrowding – fees shall be used to fund or partially fund the construction or reconstruction of school facilities to meet the needs of new residential development in the district to include residential infill projects and residential remodel projects that meet the criteria of Section

16.48.080(B). The use of these fees shall be in accordance with Government Code Section 53080 et seq. and Government Code Section 65995 et seq.

B. Funds may be used to provide refunds as described in Government Code Section 53080.3. Refunds shall be processed in accordance with Section 16.48.120.

C. The city may retain a portion of the fee per building permit issued for which the fee is paid as compensation for the expense of collecting the fee and administering this chapter consistent with Government Code Section 53080(a)(5). The City Council shall establish this amount by resolution.

16.48.120 Refund of fees paid.

A. If a building permit or permit for manufactured home installation expires without commencement of construction, then the feepayer shall be entitled to a refund, without interest, of the fee paid plus a condition of its issuance; except, that the city and district shall retain three percent of the fee, to be shared equally, to offset a portion of the costs of collection and refund. The feepayer must submit an application for such refund to the city engineer within thirty (30) days of the expiration of the permit. Within ten working days of receipt of an application for refund the city engineer shall notify the district in writing of such refund request and the status of the building permit. The district shall issue a refund within twenty (20) working days or issue written findings as to why the refund shall not be made.

B. Any funds not expended or encumbered by the end of the calendar quarter immediately following five years from the date the fee was paid shall, upon application of the then current landowner, be returned to such landowner with any interest incurred thereon; provided, that the landowner submits an application for a refund to the city engineer within one hundred eighty (180) days of the expiration of the six-year period.

Within ten working days of receipt of an application for refund the city engineer shall notify the district in writing of such refund request. The district shall issue a refund within 509

twenty (20) working days or issue written findings as to why the refund shall not be made.

16.48.130 Exemption and credits.

A. The following shall be exempted from payment of the environmental impact mitigation – school overcrowding – fee. Any claim of exemption must be made no later than the time of application for a building permit or permit for mobile home installation.

Any claim not so made shall be deemed waived.

1. The reconstruction of any residential structure that is damaged or destroyed as a result of a disaster pursuant to Government Code Section 53080.6;

2. An applicant for a development permit who has prepared and submitted a mitigation plan identifying how he/she plans to provide for the mitigation of the impacts the proposed project may have on the facilities of the district; provided that the district presents the city with a written statement signed by its superintendent, or his/her designee, indicating that the district accepts the mitigation plan. The phrase "mitigation plan" as used in this chapter shall include, but not be limited to, financing or construction measures that provides funds or structures (through purchase, sale, or lease-back) for permanent school district facilities or any modification to the proposed project that reduces or eliminates the impact on the district.

B. The District may grant a credit for land and facilities dedicated to the district consistent with the policies of the City's General Plan. The responsibility for negotiating such a credit shall rest with the district and the feepayer and any such credit granted shall not be considered by the city unless and until a written statement signed by the superintendent, or his/her designee, of the district indicating that the district grants the credit. The responsibility for managing the accounting of such credits shall rest with the district.

16.48.140 Penalty provisions.

A violation of this chapter shall be prosecuted in the same manner as misdemeanors are prosecuted and upon conviction the violator shall be punishable according to law; however, in addition to or in lieu of any criminal prosecution the city shall have the power to sue in civil court to enforce the provisions of this chapter.

16.48.150 Sunset clause.

This chapter shall terminate one hundred eighty (180) days following any action taken by the state of California to either eliminate the provisions of Government Code Section 53080 et seq., or the elimination of the caps on school development fees imposed by Government Code Section 65995 et seq.
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16.48.160 Severability.

If any section, phrase, sentence or portion of this chapter is for any reason held invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision, and such holding shall not affect the validity of the remaining portions thereof.

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Exhibit "A"
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DEMAREE STREET

VALLEY PALMS SUBDIVISION

LOS GATOSSUBDIVISION
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353637383940414243444546474849
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6465666768
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Chinowth St.

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Kayenta Ct.

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Fulgham Ct.

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Rono St.

FLOOD ZONE: 'X'
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TENTATIVE SUBDIVISION MAP
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341.74FNC
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341.76FNC
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BASE REBAR
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COLLEGE AVENUE

LAUREL LANE

MANZANITA STREET

SIMON STREET

CRUMAL STREET

63.61'119.00'55.00'69.40'

64.00'
107.73'122.32'60.05'

6.8234.24100.14'109.99'110.01'110.01'110.01'110.01'110.01'60.00' 110.01'55.00'
110.01'55.00'
110.01'55.00'
108.27'55.00'
105.49'60.00'

16.72'136.56'32.248.82165.25'162.61'

35.094.281.6755.00'115.11'55.00'120.00'55.00'120.00'55.00'120.00'8.92'

59.63'123.34'44.0924.21'
140.06'

60.00'145.05'56.27'
133.69'56.27'122.33'55.00'122.33'74.32'

10.41'111.93'
130.70'130.70'
110.00'55.00'
101.01'55.00'101.01'55.85'5.00'

55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'99.93'43.00'55.00'51.5852.48126.37'55.85'114.05'110.06'100.66'110.00'55.00'

55.00'110.00'55.00'

55.00'110.00'55.00'105.72'41.08
106.35'119.37'110.65'41.06

74.06'66.77'26.35'
104.50'50.77 28.65'55.00'
110.00'110.00'55.00'
110.00'55.00'
110.00'55.00'
110.00'55.00'
110.00'55.00'
110.00'55.00'
110.00'55.00'
110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00' 110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.00'

65.00'119.01'
119.01'

55.00'126.31'60.00'106.51'126.31'
149.01'158.76'129.76'

49.51'44.92
141.13'28.07'
157.34'

55.00'102.77'55.00'110.00'55.00'110.00'55.00'110.00'55.00'110.27'55.00'112.84'111.37'62.34'122.65' 110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'110.00'62.85' 110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.69'
110.00'57.70'62.88'
110.70'130.70'55.00'20.00'110.70'10.00'

62.32'

41.0246.91'55.00'
118.00'13.8849.83110.47'29.94'54.66'7.11'137.83'59.16'33.86'41.02 157.86'53.8012.52'167.51'7.11'78.37' 118.17'
119.00'
119.00'105.56'

53.18'43.95'6.96'152.82'63.90 56.62'29.10105.97'41.06 104.80'125.86'41.06144.76'57.41'71.06'

43.02132.39'82.5919.54'142.41'55.24

55.00'135.23'55.00'129.10'107.37'

15.01'

15.00'

15.03'
134.56'123.30'14.22'

PROPOSEDWOOD FENCE

WOOD FENCE
BLOCK WALL (6' MIN)BLOCK WALL (6' MIN)

PROPOSED WOODFENCE AT PL

TREES TO BE REMOVED(NON-OAKS)

OAK TREE (DEAD)TO BE REMOVED

OAK TREE (DEAD)TO BE REMOVEDIF POSSIBLE, COORDINATEWITH PROPERTY OWNER

REMOVE DIRECONSTRUCTDRIVE APPROACH

DRIVE APPROACHTO BE RELOCATEDPER CITY OF VISALIASTANDARDS

TANKTO BE REMOVED

WOOD FENCEAT PL
OAK TREES TO BE ADDED (12)PROPOSEDCURB & GUTTER BLOCK WALL (6' MIN)

REMOVE/ RELOCATE PP& GUY WIRE

REMOVE EXISTINGUTILITY POLE

ADJUST METER TOFINISH GRADE

TREE TO BE REMOVED(NON-OAK)TREE TO BE REMOVED(NON-OAK)

TREE TO BE REMOVED(NON-OAK)

RECONSTRUCTDRIVE APPROACH

RECONSTRUCTDRIVE APPROACH
RECONSTRUCTDRIVE APPROACHRECONSTRUCTDRIVE APPROACH20" Ø OAK TREE(TO BE REMOVED ANDOFF SET WITH NEW OAKTREES ON TULARE AVE.)OAK TREE(TO REMAIN)

ADJUST METER TOFINISH GRADE

OAK TREE(TO REMAIN)

PROPOSEDWOOD FENCE
OAK TREES TO BE ADDED (8)

SIDEWALK ADJACENT CURB
EXIST. PROP. LINEPROPOSED PROP. LINE
PROPOSED PROP. LINEEXIST. PROP. LINE
EXIST. PROP. LINE
PROPOSED PROP. LINE
PROPOSED PROP. LINE
EXIST. PROP. LINE
EXIST. PROP. LINEPROPOSED PROP. LINE
BLOCK WALL (3')BLOCK WALL (6' MIN)
BLOCK WALL (3')
BLOCK WALL (6' MIN)
BLOCK WALL (6' MIN)
BLOCK WALL (6' MIN)
BLOCK WALL (3')
BLOCK WALL (3')

60.00 1263 S.F.LOT E
7499 S.F.566545 S.F.577713 S.F.58
7639 S.F.53
1396 S.F.LOT D7012 S.F.807016 S.F.79
7903 S.F.8 13120 S.F.9
6204 S.F.10
6050 S.F.11
6050 S.F.12
6050 S.F.13
6050 S.F.14
6516 S.F.156512 S.F.166050 S.F.176050 S.F.186050 S.F.196043 S.F.206095 S.F.2111486 S.F.2211163 S.F.236565 S.F.246600 S.F.256600 S.F.266741 S.F.279954 S.F.28 8619 S.F.347665 S.F.357041 S.F.366728 S.F.379099 S.F.38 7754 S.F.5047189 S.F.5037189 S.F.41
7547 S.F.LOT A
6050 S.F.74
5556 S.F.148
6080 S.F.149
6786 S.F.115
6050 S.F.114
6050 S.F.113
6050 S.F.112
6050 S.F.111
6050 S.F.110
6050 S.F.109
6050 S.F.108
6050 S.F.107
6050 S.F.106
6050 S.F.105
6050 S.F.104
6050 S.F.103
6050 S.F.102
6050 S.F.101
6050 S.F.100
5907 S.F.99
8017 S.F.98
12161 S.F.978200 S.F.966050 S.F.956050 S.F.946022 S.F.937497 S.F.9211827 S.F.91 6783 S.F.906009 S.F.896050 S.F.886050 S.F.876050 S.F.866050 S.F.856050 S.F.846050 S.F.836050 S.F.826050 S.F.816050 S.F.78 6050 S.F.77
6050 S.F.76
6050 S.F.75
6050 S.F.73
6050 S.F.72
6050 S.F.71
6050 S.F.70
6050 S.F.69
6050 S.F.68
7459 S.F.67
7651 S.F.55
7648 S.F.54
6947 S.F.457495 S.F.44
8870 S.F.338488 S.F.328018 S.F.317138 S.F.3012452 S.F.29 5986 S.F.76050 S.F.66050 S.F.56052 S.F.46095 S.F.36157 S.F.27143 S.F.1 6952 S.F.116
6347 S.F.117
6346 S.F.118
6346 S.F.119
6346 S.F.120
6346 S.F.121
6346 S.F.122
6346 S.F.123
6346 S.F.124
6346 S.F.125
6346 S.F.126
6346 S.F.127
6346 S.F.128
6346 S.F.129
6346 S.F.130
6708 S.F.1316947 S.F.1326346 S.F.1336346 S.F.1346346 S.F.1356346 S.F.1366346 S.F.1376346 S.F.1386346 S.F.1396346 S.F.1406346 S.F.1416346 S.F.1426346 S.F.1436346 S.F.1446346 S.F.1456347 S.F.1466710 S.F.147 6089 S.F.426959 S.F.43
7212 S.F.486543 S.F.47 15637 S.F.49
11095 S.F.50
6542 S.F.527694 S.F.51
11054 S.F.59
8980 S.F.60
13554 S.F.619290 S.F.627793 S.F.637641 S.F.647259 S.F.656789 S.F.66 8271 S.F.LOT B
1844 S.F.LOT C
6873 S.F.46
22418 S.F.REMAINDER 1
26135 S.F.REMAINDER 2

20.00 20.0020.00BLOCK WALL (3')
TYP. SETBACKS
TYP. SETBACKS

NOT A PARTNOT A PARTNOT A PART

EXISTING RESIDENTIAL UNITS
APN 101-050-039APN 101-050-014
APN 101-300-019
APN 101-300-020
APN 101-300-021
APN 101-300-017
APN 101-310-011
TYPICAL 60' R/W STREET CROSS SECTION
McAULIFF CROSS SECTION (LOOKING NORTH)

TULARE AVENUE CROSS SECTION (LOOKING EAST)

ENTRYWAY CROSS SECTION (WESTCOT AVE)

CANDELASTENTATIVE SUBDIVISION MAP

VICINITY MAP
LEGEND:APN101-300-018, 101-310-010ACREAGE:32.5 ACFLOOD ZONE:ZONE XZONING (EXISTING):R-1-5ZONING (PROPOSED):R-1-5GENERAL PLAN (EXISTING):LOW DENSITY RESIDENTIALGENERAL PLAN (PROPOSED:)LOW DENSITY RESIDENTIAL,ELECTRICITY:SOUTHERN CALIFORNIA EDISONTELEPHONE:AT&TREFUSE:CITY OF VISALIANATURAL GAS:SOUTHERN CALIFORNIA EDISONEXISTING USE:VACANTPROPOSED USE:SINGLE FAMILY RESIDENTIALLOW DENSITY RESIDENTIAL:GROSS ACREAGE: 32.8 ACNET ACREAGE: 25 ACTOTAL UNITS: 149 DUGROSS DENSITY:TOTAL GROSS ACREAGE: 32.5 ACTOTAL UNITS: 149 UNITSTOTAL DENSITY: 4.58 DU/ACNET DENSITY:TOTAL NET ACREAGE: 23.95 ACTOTAL UNITS: 149 UNITSTOTAL DENSITY: 6.22 DU/ACLOT INFORMATIONMIN LOT SIZE:5,500 SFMAX LOT SIZE:13,554 SFAVE. LOT SIZE:7,000 SFLOT A-E TO BE DEDICATED TO CITY OF VISALIA

PROJECT LOCATION
NORTH0'80' 80'PREPARED BY:FAX: 559.802.3215TEL: 559.802.3052VISALIA, CA 93292 324 S. SANTE FE, STA. A 515

OUTLOT AOUTLOT B

OUTLOT COUTLOT D
29 5772
40 67817181920216466676869657071738895
5874434441
1325414151691011121317
474645482423
3630
55545651495052538587868483827577765960616263787989929093918133343532313738 21 2726
39 25288094
22 42
N
NÓ

VISTA DEL SOL TENTATIVE MAP
SHEET 1 OF 3
516
40'32'86'60'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'87'31'40'
60'32'86'107'40'51'107'51'107'51'107'51'107'51'107'51'107'51'107'51'107'107'87'31' 31'40'107'60'87'51'107'51' 51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
51'107'51'
50'107'50'
40'32'86'60'87'31'40'107'50'107'51'107'51'107'51'107'51'107'51'106'51'106'51'106'51'106'40'32'86' 5'178'
51'40'
62'100'50'100'36'100'14'38'100'12'40'100'10'42'100'8'44'100'6'46'100'4'48'100'2'50'100'60'100'100'100'100'100'100'100'100' 64'
58'52'52'52'52'52'52'52'40'32'80'80'31'40'50'50'50'50'50'50'50'50'50' 34'39'43'73'42'23'
60'53'121'53'121'53'10'50'
60'51'51'110'110'51'51'110'51'110'110'51'110'51'110'51'110'51'110'51'110'51'110'51'110'51' 51' 5394 S.F.0885394 S.F.100
6303 S.F.014
5394 S.F.0875394 S.F.0995394 S.F.086
5394 S.F.098
5394 S.F.093
6275 S.F.084
5394 S.F.0975394 S.F.0925394 S.F.0965394 S.F.091
6343 S.F.103
5394 S.F.0955394 S.F.090
5453 S.F.102
5394 S.F.094
5394 S.F.089
5394 S.F.101
6305 S.F.013
5382 S.F.071
6335 S.F.083
5383 S.F.0755383 S.F.070
5368 S.F.082
5383 S.F.074
5385 S.F.069
5383 S.F.081
6305 S.F.015
5387 S.F.0685383 S.F.0805388 S.F.0675383 S.F.079
6296 S.F.016
5390 S.F.066
5383 S.F.078
5378 S.F.073
5377 S.F.065
5383 S.F.0775380 S.F.072
6280 S.F.064
5383 S.F.076
5453 S.F.085
5000 S.F.0305200 S.F.0195000 S.F.0315200 S.F.0205000 S.F.0325200 S.F.0215000 S.F.0335200 S.F.0225000 S.F.0345200 S.F.0235000 S.F.0275000 S.F.0355200 S.F.0245000 S.F.02810455 S.F.0175913 S.F.0255000 S.F.0295200 S.F.0185915 S.F.026 7715 S.F.036 8675 S.F.6210 S.F.0435693 S.F.0425693 S.F.0417475 S.F.0386513 S.F.0407475 S.F.0396514 S.F.0378207 S.F.0466353 S.F.0457093 S.F.044 5000 S.F.058
60'104'60'104'
86'157'103'50'
55'139'17'40'
55'24'68'60'18'
55'60'44'104'
90'110'40'31'68'110'68'110'40'90'32'
56'88'51'50'50'50'50'50'50'50'50'50'50'51'100'50'3'60'
19'31'816'
642'
WWWWWWWWWWWWWWWWWWWWWWWWWW 110'
84'
22'88'124'263'85'93'124'
4336 S.F.
5814 S.F.1225986 S.F.1165637 S.F.1155295 S.F.1145152 S.F.1135046 S.F.1085088 S.F.1256230 S.F.1176365 S.F.1186391 S.F.1196308 S.F.1206116 S.F.1215400 S.F.1235004 S.F.124 51'50'21'99'103'50'109'117'30'21'50'123'126'50'128'50'50'127'125'50'120'50'50'113'103'51'51'56'94' 5079 S.F.0625000 S.F.0615005 S.F.063
5000 S.F.0605000 S.F.059
5000 S.F.054
5000 S.F.0575000 S.F.0565000 S.F.055
5846 S.F.0525000 S.F.053100'58'100'58'50'100'50'50'100'50'50'100'50'50'100'50'100'50'100'50'50'100'50'50'100'50'50'100'50'8'25'19'97'51'11'50'92'57' 50'50' 6451 S.F.0495621 S.F.005
5621 S.F.112
5906 S.F.050
5621 S.F.006
5621 S.F.111
5621 S.F.007
5620 S.F.110
5735 S.F.001
5621 S.F.008
5917 S.F.109
5621 S.F.009
5087 S.F.002
5621 S.F.010
7176 S.F.0475620 S.F.003
5621 S.F.011
6464 S.F.0485621 S.F.004
5621 S.F.012
6407 S.F.0516062 S.F.80'51'51'51'51'51'51'51'51'51'51'51'51'44'7'31'25'58'64'57'25'33'6'48'53'40'32'101' 111'15'15'99'110'89' 100'121'
9149 S.F.1266944 S.F.1286552 S.F.1296267 S.F.1306086 S.F.1316009 S.F.1326034 S.F.1336164 S.F.1346398 S.F.1357756 S.F.1076488 S.F.106 6611 S.F.1047087 S.F.1375596 S.F.10540097 S.F.
7340 S.F.1386735 S.F.1367430 S.F.127
60'111'32'19'21'131'129'50'50'20'50'145'50'50'138'50'21'30'131'50'50'125'50'50'122'50'50'120'50'50'121'50'50'123'50'50'128'50'50'135'50'51'144'50'14'37'153'50'59'160' 58'
112'40'31'92'
92'50'60'50'
AA
BB
C
C

SEQUOIA BEND ESTATESTENTATIVE SUBDIVISION MAP
PREPARED BY:FAX: 559.802.3215TEL: 559.802.3052VISALIA, CA 93292324 S. SANTA FE, STE. AP.O. BOX 7593 GOSHEN AVE.

VICINITY MAP
CAIN ST.

PROJECT SITE
BEING A PORTION OF THE NORTHWEST QUARTER OF SECTION 3, TOWNSHIP 19SOUTH, RANGE 24 EAST, MOUNT DIABLO BASE AND MERIDIAN, IN THE CITY OFVISALIA, COUNTY OF TULARE, STATE OF CALIFORNIALOT CLOT AE. GOSHEN AVENUEAPN: 098-142-056N. A. P. 50 FT MILL CREEK RIPARIAN OFFSETDEDICATION FROM TOP OF THE BANK APN: 098-142-034
PHASE 1PHASE 2

MILL CREEKPARKWAY

FUTURE ALIGNMENT
LOT E

BLOCK WALL

BLOCK WALL W/TRASH COLLECTOR

VALLEY OAKS

VALLEY OAK TO BE REMOVED

VALLEY OAK
PROJECT BOUNDARY (TYP.)

VALLEY OAKS

BLOCK WALL

FUTURE R/W BLOCK WALL BLOCK WALL
POCKET PARK/ LINER SD POND +OPEN SPACE RIPARIAN AREA
APPROXIMATE MILL CREEK10' MULTI USE TRAILLOCATION TBD
FRAGRANT TREE LINEENGINEER/PLANNER:4-CREEKS INC.APN:098-142-57 & 098-330-006ACREAGE:30 ±PROPOSED LOTS:138FLOOD ZONE:AE & XEXISTING ZONING:R-1-5EXISTING GENERAL PLAN:LOW DENSITY RESIDENTIALELECTRICITY:SOUTHERN CALIFORNIA EDISONWATER:CAL WATERTELEPHONE:AT&TREFUSE DISPOSAL:CITY OF VISALIANATURAL GAS:SOUTHERN CALIFORNIA GASEXISTING USE:VACANTPROPOSED USE:LOW DENSITY RESIDENTIALDENSITY:LOTS: 138GROSS ACREAGE: 30GROSS DENSITY:4.6 DU/ACNET ACREAGE: 18.3NET DENSITY:7.5 DU/ACSETBACKS (MINIMUM):FRONT YARD: 22' TO GARAGE, 15' TO LIVING SPACESIDE YARD: 5'CORNER LOTS: 10' (22' GARAGE STREET SIDE)REAR YARD: 25'

MURRAY AVENUE TRACY STREET

KENNEDY COURT

IRMA STREET

KENNEDY STREET

TRACY STREET

CENTER AVENUE

SCHOOL AVENUE

OAK AVENUE

IRMA COURTLOT B
PHASE 3
LOT D91451 S.F.

NORTH0'80'80'
VALLEY OAKSEX. WATER MAIN TO BE RELOCATEDTO OAK AVENUE W (PHASE 2 OR 3)WHICHEVER DEVELOPS FIRST NEW FH W/ PH 2NEW FH W/ PH 3 SEPTEMBER 2021
517
LOT 1139-11
LOT 739-11
LOT 1239-11LOT 1339-11
LOT 639-11ST. JOHN'S RIVER
17,201 SF
75,500 SF85,500 SF96,608 SF
106,760 SF115,135 SF124,870 SF134,517 SF144,215 SF154,067 SF164,073 SF174,335 SF184,100 SF194,089 SF205,835 SF 213,654 SF
223,600 SF
233,600 SF
243,650 SF
254,829 SF
265,194 SF273,600 SF283,600 SF293,600 SF303,600 SF313,600 SF323,600 SF333,600 SF 776,447 SF789,124 SF796,292 SF805,503 SF815,885 SF827,627 SF835,500 SF845,500 SF855,500 SF865,500 SF875,500 SF885,500 SF895,500 SF905,500 SF915,500 SF925,500 SF 997,267 SF1005,900 SF1015,900 SF1025,900 SF1035,900 SF1045,900 SF1055,900 SF1065,900 SF1075,900 SF1087,419 SF 1096,680 SF1105,900 SF1115,900 SF1125,900 SF1135,900 SF1145,900 SF1155,900 SF1165,900 SF1175,900 SF1186,804 SF 1197,466 SF
1206,968 SF1225,628 SF1236,838 SF
1255,181 SF1265,875 SF
1277,610 SF1288,672 SF
1296,628 SF
1306,485 SF 1435,073 SF1444,017 SF1453,978 SF1463,950 SF1473,922 SF1483,894 SF1493,865 SF1503,836 SF1514,411 SF 1524,503 SF1534,123 SF1544,225 SF1554,225 SF1564,125 SF1573,940 SF1583,824 SF1593,850 SF1604,930 SF 110' +/-
110' +/-
110' +/-104' +/-
100' +/-
94' +/-
86' +/-
82' +/-
80' +/-
82' +/-
87' +/-
74' +/-
72' +/-
67' +/-
72' +/-
72' +/-
72' +/-60' +/-100' +/-
64' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
124' +/-
111' +/-
105' +/-
101' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/- 110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
120' +/-
118' +/-133' +/-
78' +/-
76' +/-
77' +/-
80' +/-
83' +/-
84' +/-
84' +/-
81' +/-76' +/-
77' +/-
77' +/-
78' +/-
78' +/-
79' +/-
78' +/-
81' +/-
110' +/-
50' +/-50' +/-61' +/-
66' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-42' +/- 42' +/-47' +/-50' +/-50' +/-51' +/-44' +/-42' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
62' +/-
55' +/-
55' +/-
64' +/-
64' +/-50' +/-
50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/- 68' +/-53' +/-53' +/-53' +/-53' +/-53' +/-
53' +/-53' +/-53' +/-72' +/-
60' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-62' +/- 60' +/-48' +/-
65' +/-
64' +/-60' +/-
65' +/-50' +/-
50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-
50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-65' +/- 60' +/-
60' +/-61' +/-
SITE

DEVELOPERPROJECT INFOOWNERNEWS

STREETCOURT
STREET

STREETSTREET
STREET
STREET
103' +/-152' +/-
102' +/-
110' +/-
50' +/-
60' +/-
26,397 SF
50' +/-50' +/-39,915 SF
410,956 SF56,397 SF66,397 SF
50' +/-
50' +/-
110' +/-50' +/-
935,500 SF110' +/-
50' +/-
945,500 SF110' +/-
50' +/-
955,500 SF110' +/-
50' +/-
965,500 SF110' +/-
50' +/-
975,500 SF110' +/-
50' +/-
987,027 SF
65' +/-

DEAD/TO BEREMOVED

TO BEEVALUATED/REMOVEDTO BEEVALUATED/REMOVED
343,600 SF72' +/-50' +/-
353,600 SF72' +/-50' +/-
363,600 SF72' +/-50' +/-
373,600 SF72' +/-50' +/-
383,631 SF72' +/-51' +/-

WOOD FENCE
105' +/-105' +/-105' +/-105' +/-105' +/-105' +/-105' +/-105' +/-105' +/-105' +/- 50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-425,250 SF435,250 SF445,250 SF455,250 SF465,250 SF475,250 SF485,250 SF495,250 SF505,250 SF515,250 SF526,133 SF 131' +/-118' +/-
1215,676 SF
1249,838 SF1316,239 SF
1327,110 SF 1426,703 SF1413,600 SF1403,600 SF1393,600 SF1383,600 SF1373,600 SF1363,600 SF1353,600 SF1343,600 SF1334,426 SF 50' +/-63' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-63' +/- 72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
50' +/-68' +/-
50' +/-50' +/-
50' +/-50' +/-74' +/-
STREET
14,483 SF POCKET PARK
127' +/-
121' +/-
STREET

TO BEEVALUATED/REMOVED
A
A
C
TYPICAL TOWER ROAD SECTION - BT.I. = 5.5, R-VALUE = 70 3" A.C. / 6.0" A.B.

B
763,600 SF
753,600 SF
743,600 SF
733,600 SF
723,600 SF
713,791 SF
704,169 SF
694,729 SF
684,946 SF
674,987 SF
665,345 SF
655,869 SF
646,049 SF
639,896 SF
395,481 SF404,863 SF415,323 SF
624,228 SF613,950 SF603,950 SF593,950 SF583,950 SF573,950 SF563,950 SF 553,900 SF543,900 SF
534,842 SF74' +/-74' +/-74' +/-74' +/-74' +/-74' +/-74' +/-74' +/-76' +/- 53' +/-53' +/-54' +/-54' +/-54' +/-54' +/-54' +/-54' +/-53' +/-60' +/- 51' +/-
50' +/-58' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-40' +/- 80' +/-
82' +/-
70' +/-
60' +/-
70' +/-
56' +/-72' +/-72' +/-72' +/-72' +/-73' +/-79' +/-88' +/-100' +/-99' +/-101' +/-112' +/-121' +/-120' +/-

TOWER RDTOWER RD

ST JOHNS PKWY

CITY STANDARDBLOCK WALLCITY STANDARDBLOCK WALLCITY STANDARDBLOCK WALL

CITY STANDARDBLOCK WALL

CITY STANDARDBLOCK WALL

OUTLOT B

OUTLOT B

OUTLOT C

OUTLOT ASTOP SIGNSTOP SIGN
OUTLOT C 28' EMBANKMENT

CITY BIKETRAIL

EXISTINGPARCEL LINE

EXISTINGPARCEL LINE

EXISTINGPARCEL LINE

EXISTINGPARCEL LINES
30'110'30'
MIN COMPACTED SUB-GRADE TO 95% COMPACTIONMIN. ASPHALT CONCRETEMIN. AGGREGATE BASE, CLASS 2 TO 95% R.C.

2.0%

2.0%26'
PER CITY STD C-3P.C.C. CURB & GUTTERBARRIER TYPEP.C.C. CURB & GUTTERPER CITY STD C-3BARRIER TYPEFUTURESIDEWALKPER CITY STD C-85% MAX 5' ROW

NEWSIDEWALKPER CITY STD
7'
5% MAXOUTLOT360.00'+/-AC AT MEDIAN353.00' BACK OF LOT GRADE 4:1SLOPE
28'8'LP

PARKWAY
ROW5'7'
BLOCKWALL6'-8" 10'34'-150' (varies)NEWBIKE PATH
8' ROAD
TYPICAL ST JOHNS PARKWAY SECTION - CT.I. = 5.5, R-VALUE = 70 3" A.C. / 6.0" A.B.LOCAL STREETST.I. = 5.5, R-VALUE = 70 3" A.C. / 6.0" A.B. 17,201 SF
75,500 SF85,500 SF96,608 SF
106,760 SF115,135 SF124,870 SF134,517 SF144,215 SF154,067 SF164,073 SF174,335 SF184,100 SF194,089 SF205,835 SF 213,654 SF
223,600 SF
233,600 SF
243,650 SF
254,829 SF
265,194 SF273,600 SF283,600 SF293,600 SF303,600 SF313,600 SF323,600 SF333,600 SF557,100 SF565,500 SF575,500 SF586,372 SF 596,935 SF
606,052 SF616,063 SF
626,084 SF
636,094 SF646,067 SF656,052 SF
667,787 SF679,067 SF
685,752 SF
695,766 SF
705,773 SF
715,759 SF
806,333 SF815,927 SF825,712 SF835,680 SF845,712 SF855,706 SF865,844 SF 879,812 SF887,080 SF895,790 SF905,831 SF915,501 SF926,725 SF937,627 SF945,500 SF955,500 SF965,500 SF975,500 SF985,500 SF995,500 SF1005,500 SF1015,500 SF1025,500 SF1035,500 SF 1107,267 SF1115,900 SF1125,900 SF1135,900 SF1145,900 SF1155,900 SF1165,900 SF1175,900 SF1185,900 SF1197,419 SF 1206,680 SF1215,900 SF1225,900 SF1235,900 SF1245,900 SF1255,900 SF1265,900 SF1275,900 SF1285,900 SF1296,804 SF 1307,466 SF
1316,703 SF1327,563 SF
1338,726 SF
1348,435 SF
1355,947 SF
1367,610 SF1378,672 SF
1388,352 SF
13910,382 SF
1404,639 SF1413,600 SF1423,600 SF1433,600 SF1443,600 SF1453,600 SF1463,600 SF1473,600 SF1483,600 SF1494,548 SF1505,073 SF1514,017 SF1523,978 SF1533,950 SF1543,922 SF1553,894 SF1563,865 SF1573,836 SF1584,411 SF 1594,503 SF1604,123 SF1614,225 SF1624,225 SF1634,125 SF1643,940 SF1653,824 SF1663,850 SF1674,930 SF 110' +/-
110' +/-
110' +/-104' +/-
100' +/-
94' +/-
86' +/-
82' +/-
80' +/-
82' +/-
87' +/-
74' +/-
72' +/-
67' +/-
72' +/-
72' +/-
72' +/-60' +/-100' +/-
64' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
110' +/-
110' +/-
110' +/-
110' +/-110' +/-110' +/-110' +/-110' +/-110' +/-110' +/-110' +/-110' +/- 115' +/-115' +/-115' +/-115' +/-115' +/-122' +/-
115' +/-
113' +/-
114' +/-
114' +/-
111' +/-104' +/-
97' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/- 110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
110' +/-
120' +/-99' +/-
120' +/-
144' +/-
153' +/-100' +/-
130' +/-122' +/-
118' +/-133' +/- 72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
72' +/-
78' +/-
76' +/-
77' +/-
80' +/-
83' +/-
84' +/-
84' +/-
81' +/-76' +/-
77' +/-
77' +/-
78' +/-
78' +/-
79' +/-
78' +/-
81' +/-
110' +/-
50' +/-50' +/-61' +/-
66' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-42' +/- 42' +/-47' +/-50' +/-50' +/-51' +/-44' +/-42' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
65' +/-
50' +/-
50' +/-
60' +/-58' +/-55' +/-55' +/-55' +/-55' +/-55' +/-55' +/-75' +/- 60' +/-50' +/-50' +/-50' +/-50' +/-
50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-
56' +/-
50' +/-
50' +/-
50' +/-
60' +/-
64' +/-50' +/-50' +/-50' +/-50' +/-
50' +/-50' +/-50' +/-50' +/-50' +/-
68' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-72' +/- 60' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-53' +/-62' +/- 60' +/-48' +/-
84' +/-77' +/-
70' +/-51' +/-60' +/-
65' +/-68' +/-89' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
50' +/-
60' +/-
64' +/-
50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-
50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-50' +/-65' +/- 60' +/-
60' +/-61' +/-

CITY STANDARDBLOCK WALLOUTLOT A/ LANDSCAPE LOT

OUTLOT A/ LANDSCAPE LOT

OUTLOT A/ LANDSCAPE LOT

CITY STANDARDBLOCK WALLCITY STANDARDBLOCK WALL

CITY STANDARDBLOCK WALL

STOP SIGNSTOP SIGN

STREETCOURT
STREET
COURT

STREETSTREET
STREET
COURT
STREET
STREET

OUTLOT A/ LANDSCAPE LOT
103' +/-152' +/-
102' +/-
110' +/-
50' +/-
60' +/-
26,397 SF
50' +/-50' +/-39,915 SF
410,956 SF56,397 SF66,397 SF
50' +/-
50' +/-
110' +/-
50' +/-
1045,500 SF110' +/-
50' +/-
1055,500 SF110' +/-
50' +/-
1065,500 SF110' +/-
50' +/-
1075,500 SF110' +/-
50' +/-
1085,500 SF110' +/-
50' +/-
1097,027 SF
65' +/-

DEAD/TO BEREMOVED

TO BEEVALUATED/REMOVEDTO BEEVALUATED/REMOVEDTO BEEVALUATED/REMOVED 343,600 SF72' +/-50' +/-
353,600 SF72' +/-50' +/-
363,600 SF72' +/-50' +/-
373,600 SF72' +/-50' +/-
383,600 SF72' +/-50' +/-
393,600 SF72' +/-50' +/-
403,600 SF72' +/-50' +/-
413,600 SF72' +/-50' +/-
423,600 SF72' +/-50' +/-
433,600 SF72' +/-50' +/-
443,600 SF72' +/-50' +/-
453,600 SF72' +/-50' +/-
463,600 SF72' +/-50' +/-
473,600 SF72' +/-50' +/-
483,600 SF72' +/-50' +/-
493,600 SF72' +/-50' +/-
503,600 SF72' +/-50' +/-
513,600 SF72' +/-50' +/-
523,600 SF72' +/-50' +/-
533,600 SF72' +/-50' +/-
543,600 SF72' +/-50' +/-
726,326 SF115' +/-
55' +/-
736,326 SF115' +/-
55' +/-
747,100 SF
68' +/-
758,742 SF766,168 SF777,911 SF
122' +/-
50' +/-
122' +/-
50' +/-50' +/-
796,933 SF
787,724 SF
75' +/-
130' +/-
112' +/-
50' +/-70' +/-

WALKWAY TO TRAIL

WALKWAY TO TRAIL
12,750 SF POCKET PARK
1234R
Vicinity MapN LOT 1039-11
RIVER RUNPHASE 5TYPICAL TOWER ROAD SECTION - AT.I. = 5.5, R-VALUE = 70 3" A.C. / 6.0" A.B. 30'110'30'
MIN COMPACTED SUB-GRADE TO 95% COMPACTIONMIN. ASPHALT CONCRETEMIN. AGGREGATE BASE, CLASS 2 TO 95% R.C.

2.0%

2.0%26'
PER CITY STD C-3P.C.C. CURB & GUTTERBARRIER TYPEP.C.C. CURB & GUTTERPER CITY STD C-3BARRIER TYPEFUTURESIDEWALKPER CITY STD C-85% MAX 5' ROW

NEWSIDEWALKPER CITY STD
7'
5% MAX
OUTLOT10'LP

PARKWAY
ROW5'7'34'-150' (varies)NEWBIKE PATH
HATCHINGINDICATESACCESSEASEMENTPER RIVER RUNLARGE LOTSUBDIVISIONMAP 39-11

EMBANKMENT
10' OUTLOT
ST. JOHNS RIVERMCAULIFF STREET

GOLDEN WEST HS
ST. JOHNS PKWY

HOUSTON AVE PHASED LOTS
46'
8' ACCESS ROAD

OUTLOT D
518
60' R.O.W. RESIDENTIALSTREET CROSS SECTIONN.T.S.

FLROW
FLROW
110' R.O.W. S. LOVERS LANE(PACKWOOD CREEK SOUTH)CROSS SECTIONN.T.S.

CLEX. FOC
EX. ROW
SAWCUTEX. PAVEMENT
EX. FOC
FL

QUARTERSECTION LINE
60' S. VISTA STREETCROSS SECTIONSCALE:1"=10'
FLROW
EX.FLROW
110' R.O.W. S. LOVERS LANE(PACKWOOD CREEK NORTH)CROSS SECTIONN.T.S.

CLEX. FOC
EX. ROW
SAWCUTEX. PAVEMENT
EX. FOC
FL

QUARTERSECTION LINE
Revision
Engineer's SealTitleClient/Project
Sheet No.of URBAN PLANNING AND DESIGN
3 VISALIA, CALIFORNIA
sheetsVISALIA 35TENTATIVE SUBDIVISION MAPCOVER SHEET
1 TENTATIVE SUBDIVISION MAPVISALIA 35A PORTION OF THE WEST 1/2 SECTION 34, T 18S, R 25E,CITY OF VISALIA, TULARE COUNTY, CALIFORNIAVICINITY MAPN.T.S.NSITETENTATIVE MAP INFORMATIONOWNER:FOREBAY FARMS, LLCPO BOX 2717MERCED, CA 95344DEVELOPER:FOREBAY FARMS, LLCPO BOX 2717MERCED, CA 95344ENGINEER:VVH CONSULTING ENGINEERS430 10TH STREETMODESTO, CA 95354PH. 209.568.4477CASEY BARKMAN: [email protected] PARCEL NUMBER:101-050-019PARCEL SIZE:±35.07 ACRESEXISTING ZONING:O-PAPROFESSIONAL/ADMINISTRATIVE OFFICER-M-2MULTI-FAMILY RESIDENTIALR-1-5 SINGLE-FAMILY RESIDENTIALOS OPEN SPACEEXISTING GENERAL PLAN DES.:LOW DENSITY RESIDENTIALMEDIUM DENSITY RESIDENTIALOFFICEPARKS/RECREATIONEXISTING USE:VACANT/UNDEVELOPED NOTES1.THIS EXHIBIT IS FOR TENTATIVE MAP PURPOSES ONLY. ALL SITE CHARACTERISTICS SHALL BEVERIFIED PRIOR TO FINAL MAP.2.A 10' PUBLIC UTILITY EASEMENT (P.U.E. OF PUE) WILL BE LOCATED ADJACENT TO ANDPARALLEL WITH ALL PUBLIC RIGHT OF WAYS.3.PURSUANT TO GOVERNMENT CODE SECTION 66456.1, THE SUBDIVIDER MAY FILE MULTIPLEFINAL MAPS BASED UPON THIS TENTATIVE SUBDIVISION MAP. THE FILING OF A FINAL MAP ONA PORTION OF THIS TENTATIVE SUBDIVISION MAP SHALL NOT INVALIDATE ANY PART OF THISTENTATIVE SUBDIVISION MAP.4.LOT NUMBERS ARE FOR IDENTIFICATION PURPOSES ONLY.5.FIRE HYDRANTS AND ELECTROLIERS ARE TO BE DESIGNED AND LOCATED PER CITY OFVISALIA STANDARDS AND SPECIFICATIONS.6.UTILITY SIZING, LOCATION, CONNECTION POINTS, STREET GRADES, PAD ELEVATIONS AND LOTDIMENSIONS ARE PRELIMINARY ONLY AND SUBJECT TO FINAL ENGINEERING DESIGN.7.ALL UTILITIES WILL BE PLACED UNDERGROUND WITHIN THE PUBLIC RIGHT OF WAY OR PUBLICUTILITY EASEMENTS. PUBLIC UTILITY EASEMENTS WILL BE PROVIDED AS REQUIRED BY THECITY OF VISALIA AND UTILITY COMPANIES.8.THE BOUNDARY INFORMATION IS BASED UPON A FIELD SURVEY PERFORMED BY VVHCONSULTING ENGINEERS.9.FINAL LANDSCAPE AND IRRIGATION PLANS ARE TO BE SUBMITTED ALONG WITH FINALIMPROVEMENT PLANS.10.SUBDIVISION SIGNAGE PER CITY OF VISALIA REQUIREMENTS.11.TOPOGRAPHICAL SURVEY PERFORMED BY VVH CONSULTING ENGINEERS ON 10-31-2019.

12.A CLASS 4 BIKE PATH IS TO BE CONSTRUCTED ALONG THE ENTIRE PROJECT FRONTAGE OFLOVERS LANE AND MAY BE PHASE BASED ON THE PROJECT PHASING SHOWN ON THISTENTATIVE MAP AND/OR AS APPROVED BY THE CITY OF VISALIA. THE DEVELOPER SHALLCOORDINATE WITH THE CITY OF VISALIA THE DESIGN OF THE CLASS 4 BIKE PATH DURING THECIVIL IMPROVEMENT PORTION OF THE PROJECT. CURRENT CITY STANDARDS REQUIRE ACLASS II BIKE LANE, BUT A CLASS IV TO BE FURTHER EVALUATED DURING DESIGN.13.THE INTERSECTION OF E. HARVARD AVENUE AND S. LOVERS LANE WILL BE DESIGNED TO BECOMPATIBLE WITH THE APPROVED PACKWOOD CREEK BIKE TRAIL AND PEDESTRIANCROSSING. THE PROPOSED CURB RAMP TO BE CONSTRUCTED WITH THE PACKWOOD CREEKTRAIL AND PEDESTRIAN PROJECT MAY BE REMOVED AND RECONSTRUCTED WITH A RETURNCURB RAMP WITH BULB-OUT AS APPROVED BY THE CITY OF VISALIA DURING THE CIVILIMPROVEMENT PORTION OF THE PROJECT.

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF VISALIA, COUNTY OF TULARE, STATE OFCALIFORNIA AND IS DESCRIBED AS FOLLOWS:The Northwest Quarter of the Southwest Quarter; and the North half of the Southwest Quarter of the Southwest Quarter, all in Section34, Township 18 South, Range 25 East, Mount Diablo Base and Meridian, in the City of Visalia, County of Tulare, State of California,according to the Official Plat thereof.EXCEPTING therefrom a strip of land 2 rods off the West side of the Northwest Quarter of the Southwest Quarter and the North halfof the Southwest Quarter of the Southwest Quarter of said Section 34.ALSO EXCEPTING THEREFROM the North 720 feet of the Northwest Quarter of the Southwest Quarter of Section 34, Township 18South, Range 25 East, Mount Diablo Base and Meridian, in the County of Tulare, State of California, according to the Official Plat ofthe Survey of said land on file in the Bureau of Land Management at the date of the issuance of the patent thereof.ALSO EXCEPTING THEREFROM the West 33 feet thereof.ALSO EXCEPTING THEREFROM the West 60 feet of the North 720 feet of the Northwest Quarter of the Southwest Quarter ofSection 34, Township 18 South, Range 25 East, Mount Diablo Base and Meridian, according to the Official Plat of the Survey of saidland on file in the Bureau of Land Management at the date of the issuance of the patent thereof.ALSO EXCEPTING THEREFROM that portion conveyed to the City of Visalia, a municipal corporation by Grant Deed recordedOctober 9, 2017, as Instrument No. 2017-62355, of Official Records.

LEGAL DESCRIPTION
APN:101-050-025APN:101-250-077
APN:101-250-043APN:101-170-015APN:101-170-014APN:101-170-013APN:101-170-001APN:101-170-002APN:101-050-033APN:101-050-016NAPN:100-370-025 APN:100-360-032
APN:100-200-003APN:100-200-002APN:100-200-001APN:100-190-068 S. LOVERS LANEPACKWOOD CREEKPARADISEAVENUE PROPOSED LOT SIZEWIDTHSQUARE FOOTAGER-1-5 (LOW DENSITY RES.):50'5,000CORNER:60'6,000 JURISDICTIONSEWER:CITY OF VISALIAWATER:CALIFORNIA WATERSTORM DRAIN:CITY OF VISALIAGARBAGE:CITY OF VISALIAELECTRIC:SOUTHERN CALIFORNIA EDISONGAS:SOUTHERN CALIFORNIA GASCABLE:XFINITYTELEPHONE:AT&TFIRE PROTECTION:CITY OF VISALIASCHOOL DISTRICT:VISALIA UNIFIED SCHOOL DISTRICTFLOOD ZONEMAP:06107C0934EEFFECTIVE DATE:06-16-2009PANEL:0934ECOMMUNITY:CITY OF VISALIA, 060409ZONE:X; 0.2% ANNUAL CHANCE OF FLOOD; 1% ANNUAL CHANCEFLOOD WITH AVERAGE DEPTHS OF LESS THAN 1 FOOT ZONING DENSITYUNITSNET ACREAGEGROSS ACREAGE DENSITYR-1-5 (LOW DENSITY RES.) 9612.5918.645.15 DU/AR-M-2 (MULTI-FAMILY RES.)8.089.82O-PA (OFFICE-PRO. ADMIN.)2.102.39OPEN SPACE 4.224.22RIGHT OF WAY8.08N/ATOTAL9635.0735.07 E. FEEMSTER AVENUEE. PARADISE AVENUEE. HARVARD AVENUE
E. HILLCREST AVENUE
E. HARVARD AVENUE
S. VISTA STREET
S. VISTA STREETS. VELIE STREETCITY OF VISALIA PARCEL

LENNAR TULARETENTATIVESUBDIVISION MAP

PACKWOOD CREEK
REMAINDER TABLEAREAUSEA1.11 ACFUTURE DEVELOPMENTB3.58 ACFUTURE DEVELOPMENTC4.42 ACFUTURE DEVELOPMENTD1.09 ACFUTURE DEVELOPMENTOUTLOT TABLEA 910 SFPARK STRIP (OPEN SPACE)B2.88 ACOPEN SPACE (DEDICATION TO THE CITY OF VISALIA)C1,558 SFOPEN SPACE (DEDICATION TO THE CITY OF VISALIA)D1,622 SFOPEN SPACE (DEDICATION TO THE CITY OF VISALIA)E1.24 ACPARK (OPEN SPACE)OPEN SPACE TOTAL - 4.22 AC (12.03% NET) R-1-5 ZONING SETBACKSFRONT (EXTERIOR)15' LIVING SPACE22' GARAGEFRONT (EXTERIOR) CUL-DE-SAC/KNUCKLE15' LIVING20' GARAGESIDE (INTERIOR)5'SIDE (EXTERIOR)10'REAR25'

OUTLOT BOPEN SPACEREMAINDER BFUTURE DEVELOPMENT

REMAINDER AFUTURE DEVELOPMENT

REMAINDER CFUTURE DEVELOPMENT

OUTLOT AOPEN SPACE

OUTLOT COPEN SPACEOUTLOT DOPEN SPACEOUTLOT EFUTURE PARK

REMAINDER DFUTURE DEVELOPMENT
S. VELIE STREETS. PALM STREET
519
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HWY 99
HWY 99
HWY 198
ROAD 60
ROAD 68
ROAD 76
HWY 198
ROAD 156
ROAD 148
ROAD 124
AKERS ST.

SHIRK ST.

AKERS ST.

SHIRK ST.

AVENUE 320AVENUE 320
KELSEY ST.

AVENUE 264
AVENUE 272
DEMAREE ST.

LOVERS LANE
LINWOOD ST.

LOVERS LANE
DEMAREE ST.

WALNUT AVE.

TULARE AVE.

GOSHEN AVE.

RIGGIN AVE.RIGGIN AVE.

GOSHEN AVE.

TULARE AVE.

WALNUT AVE.

MOONEY BLVD.

SANTA FE ST.

McAULIFF ST.

DINUBA BLVD.

MOONEY BLVD.

HOUSTON AVE.

CALDWELL AVE.CALDWELL AVE.

BEN MADDOX WAYBEN MADDOX WAY
WHITENDALE AVE.

Legend
SB9, Up to 4 units
SHRA, Up to 10 units
SSO, 11 to 80 units
SSO, 81 to 160 units
City Limits
´
²
Sites Eligible for Streamlining by Measure
520
Map Streamlining
Ordinance
City Council
June 1, 2026
Planning Division
521

SINCE WE LAST DISCUSSED
• Proceeded with drafting the subdivision streamlining ordinance • Determined the higher lot threshold (20%) requested by your Council • Conducted outreach with the Building Industry Association; very receptive to proposed changes
• Received Planning Commission’s recommendation; recommended 80-lot threshold to assess effect of streamlining, concerns over hasty approvals, and lack of checks and balances.
522
20% LOTS CALCULATION
• An 80-lot threshold would have resulted in 10 maps, or 6% of the total 6,315 lots approved. • Increasing the number to 20% of those 6,315 lots approved would equate to 17 maps (+7) or 1,227 lots approved.
• Sorting the maps by lot count in ascending order (smallest to the largest), getting to 1,227 lots identified the largest map was 160 lots.
• Therefore, streamlining 20% of the lots approved in the past would result in a 160-lot threshold.
523

P L A N N I N G D I V I S I O N
W H A T A 1 6 0- L O T T H R E S H O L D W O U L D L O O K L I K E visalia.gov
Sites Lots
80 Lot Threshold 19 604
160 Lot Threshold +1 +96
Urban Lot Splits 5 20
Starter Home Developments 17 115
524
KEY ORDINANCE CHANGES: REVIEW AUTHORITY
Application Type City Planner City
Engineer SPR Staff City
Manager
Planning
Commission City Council
Nonresidential Maps
Small and simple maps R R R D A A
All other tentative maps R R R D A
Residential Tentative Maps
Small and simple maps R R R D A A
All other tentative maps R R R D A
Urban lot splits D R R A
Small lot subdivisions D R R A
Condo Conversions R R R D A
Final and Parcel Maps R R D
Time Extensions D R A
Lot Line Adjustments D R A
R = Advise/Recommend
D = Decision
A = Appeal
525

EXISTING PROCESS
Site Plan Review
Completeness Review
Project Review Environmental
Review
Public Hearing Notice
(Nearby Property
Owners, Residents,
Newspaper)
Planning Commission
Hearing Appeal Period
City Council
(if appealed)
526

PROPOSED PROCESS FOR SIMPLE MAPS
Site Plan Review
Completeness Review
Project Review Environmental Review
Administrative Hearing
Notice
(Nearby Property
Owners and Residents)
Administrative Hearing
Decision Notice of Decision
Appeal Period
Planning Commission
City Council
(if appealed)
527

KEY ORDINANCE CHANGES
• Administrative hearing process for simple maps
• Notice to nearby property owners and residents within 300 feet, 10 days prior to administrative hearing; staff report available 10 days prior to hearing. No newspaper notice.
• Added other streamlining provisions (SB 9 / Urban Lot Splits) and SB 1123 (Starter Home Subdivisions) that the City is already required by law to implement. 528

HOUSEKEEPING CHANGES
• Processing-related changes consistent with current departmental practices (e.g. no more hardcopy plans, noticing maps prepared by applicant, noticing residents, newspaper notices for tentative maps reviewed by Planning Commission)
• Chapter 16.48, relating to school impact fees, is proposed to be removed because it was superceded by SB 50 in 1998. No other relation to environmental impact mitigation. • Tentative map extensions: Proposed by staff and recommended by Planning Commission for inclusion. These currently go to Planning Commission for approval by consent calendar, and are considered routine.
529

ENVIRONMENTAL REVIEW

1. The proposed ordinance does not create a new ministerial approval process. All applicable projects are still subject to CEQA.

2. Adopting an ordinance implementing SB 9 and SB 1123 are exempt under Government Code Sections Sections 66411.7(n) and 66499.41(i).

3. Therefore, the project is exempt under CEQA due to a “common sense exemption”.
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RECOMMENDED MOTION
I move to introduce for first reading of Ordinance No.
2026-04, amending Visalia Municipal Code Title 16
(Subdivisions) to implement a streamlined process for
small and simple maps to include a ___-lot threshold.
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Questions
&
Discussion
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Visalia City Council
Staff Report
Visalia City Council
707 W. Acequia
Visalia, CA 93291
File #: 25-0844 Agenda Date: 6/1/2026 Agenda #: 3.

Agenda Item Wording:

Revised salary schedule and employment terms update -Adopt the revised salary schedule for full-time employees, City Manager, and City Council members of the City of Visalia and authorize changes to terms and conditions of employment by and between the City of Visalia and City Manager.

Agenda Date: 06/01/2026
Prepared by: Amy Powell, Human Resources Manager, [email protected], (559)713-4575; Rachel Archer, Management Analyst HR/Risk, [email protected], (559)713-4417; Shonna Oneal, Administrative Services Director, [email protected], (559)713-4053 Department Recommendation: Authorize changes to terms and conditions of employment by and between the City of Visalia and City Manager and adopt the revised salary schedule for full-time employees, City Manager, and City Council members of the City of Visalia effective the pay period that includes July 1, 2026.

Summary:

The attached 6th Amendment to the City Manager Employment Agreement reflects a 4% increase effective the pay period including July 1, 2026, and the updated salary schedule reflects a 4% salary increase for all full-time employees and the City Manager, effective the pay period including July 1, 2026. This increase consists of the originally approved 2% adjustment and an additional 2% increase triggered by the City’sGeneral Fund sales tax revenues. Although the additional 2% increase was initially scheduled to take effect in October 2026, both adjustments could be implemented concurrently as a single 4% increase effective July 2026. City Council salaries are included for transparency and compliance purposes and remain unchanged.

The schedule also includes classification and reclassification changes approved by the City Manager during the 2025/2026 fiscal year. Additionally, new classifications, including Senior Code Enforcement Officer, Building Official, and Parts Specialist, have been added as part of the 2026/2027 budget and are reflected in the updated salary schedule.

Background Discussion:

CalPERS requires that public agency salary schedules be approved and adopted by the governing body in accordance with applicable public meeting laws. Additionally, salary schedules must be publicly available and include compensation for executive positions, including the City Manager, as well as elected officials.

The City Council previously authorized a 2% salary increase for full-time employees to take effect the pay period that includes July 1, 2026. In addition, labor agreements included a provision for an extra 2% salary increase if the City’sGeneral Fund sales tax revenues met or exceeded $46.6 million. This Visalia City Council Printed on 5/29/2026Page 1 of 3
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File #: 25-0844 Agenda Date: 6/1/2026 Agenda #: 3.
2% salary increase if the City’sGeneral Fund sales tax revenues met or exceeded $46.6 million. This revenue threshold was achieved, triggering the additional 2% increase.

While the additional 2% increase was originally scheduled to take effect during the first pay period of October 2026, the proposed action would instead implement the full 4% adjustment effective the pay period that includes July 1, 2026.

Advancing the effective date of the additional increase would provide employees with earlier relief from ongoing inflationary and cost-of-living impacts, while also supporting the City’scontinued efforts to remain competitive within the regional labor market.

Implementing the additional 2% increase ahead of schedule will result in a one-time personnel cost increase of approximately $466,778 during Fiscal year 2026/2027, including approximately $292,417 from the General Fund. Sufficient funding for this increase has been identified within the proposed budget. Approval of this action will also require an amendment to the City Manager’sEmployment Agreement to reflect the revised compensation adjustments.

Leslie Caviglia was appointed City Manager on August 28, 2021 and entered into an Employment Agreement on September 4, 2021. Pursuant to Section 3(A) of the Employment Agreement, the City may periodically adjust the City Manager’ssalary during the term of the agreement. Historically, the Council has authorized compensation and benefit adjustments for the City Manager comparable to those approved for the unrepresented department head bargaining group.

The City Council previously authorized the 2% salary increase for the department head bargaining group effective the pay period that includes July 1, 2026, along with a 2% increase effective October 2026, contingent upon achievement of the sales tax target. Approval of this Sixth Amendment to the City’sManager’sterms and conditions of employment would provide the City Manager with the same compensation adjustments on the same schedule.

Throughout the 2025/2026 fiscal year, the City Manager also approved various classification changes to support operational needs; additionally, new classifications, including Senior Code Enforcement Officer, Building Official, and Parts Specialist, have been added as part of the 2026/2027 budget and are reflected in the updated salary schedule.

City Council salaries are set by Municipal Code and may only be adjusted at the beginning of a new term of office. The most recent adjustment occurred in November 2024 for newly elected Council Members.

Fiscal Impact including annual maintenance and operating costs: Accelerated implementation of the 2% increase triggered by General Fund sales tax revenues meeting or exceeding $46.6 million will result in one-time increased personnel costs in the 2026/2027 Fiscal Year totaling approximately $466,778. Sufficient funding for this increase has been identified within the budget. City Manager annual rate will change from $258,137 to $268,462 and experience pay from $20,651 to 21,477. The accelerated one-time cost for City Manager is included in the amount above.

Prior Council Action: June 16, 2025
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File #: 25-0844 Agenda Date: 6/1/2026 Agenda #: 3.

Alternatives: Wait to implement the additional 2% increase until the first pay period of October 2026.

Recommended Motion (and Alternative Motions if expected):

Recommended Motion: I move to authorize changes to terms and conditions of employment by and between the City of Visalia and City Manager and adopt the revised salary schedule for full-time employees, City Manager, and City Council members of the City of Visalia and proceed with the 4% negotiated increase effective the pay period that includes July 1, 2026.

Alternative Motion: I move to adopt the revised salary schedule for full-time employees, City Manager, and City Council members of the City of Visalia with the 2% negotiated increase effective the pay period that includes July 1, 2026 and another 2% increase, triggered by General Fund sales tax revenues meeting or exceeding $46.6 million, effective the first pay period in October 2026 and authorize changes to terms and conditions of employment by and between the City of Visalia and City Manager.

Environmental Assessment Status: N/A
CEQA Review: N/A
Deadline for Action: 07/01/2026
Attachments: City Manager Sixth contract amendment; Salary Schedule (Job Classifications and Salary Ranges)
Strategic Goal: Indicates which City Strategic Goal(s) this item supports. Check all that apply. ☐
Economic
Vitality
☒
Organizational
Excellence
☒
Fiscal
Strength
☐
Infrastructure &
Growth
☐
Quality of
Life
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Sixth Amendment to City Manager Employment Agreement
City of Visalia and Leslie B. Caviglia