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AGENDA
TEMECULA CITY COUNCIL
REGULAR ADJOURNED MEETING
COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
NOVEMBER 29, 2022 - 6:00 PM
CLOSED SESSION - 4:30 PM
CONFERENCE WITH LEGAL COUNSEL — REAL PROPERTY NEGOTIATIONS. The City Council
will meet in closed session pursuant to Government Code Section 54956.8 regarding the acquisition of
certain property interests, including certain permanent maintenance and access easements, temporary
construction easements with a term of twelve months, covenants for construction of certain permanent
improvements, and a conservation easement on four properties described below in connection with the
proposed extension of Nicolas Road from its current termination at Calle Girasol easterly to Butterfield
Stage Road, Project Number LD20-1114 ("Project"). Negotiators for the City are Patrick Thomas and
Ron Moreno. The negotiators for the respective real property interests are set forth below.
(i) The acquisition of certain property interests from the real property located at 31249 Indian Summer
Drive in the City of Temecula (APN 957-090-022). Specifically, the City seeks to acquire an
approximate 83,324 square foot temporary construction easement with a term of 12 months, covenant
authorizing the construction of certain permanent improvements in portions of that 83,324 square foot
area, and an approximate 51,003 square foot conservation easement. The negotiating parties are the City
of Temecula and the property owners Lam Ngo and Huyen Lam Tran. Under negotiations are price and
terms of the acquisition of these property interests.
(ii) The acquisition of certain property interests from the real property located at 39622 Leifer Road in
the City of Temecula (APN 957-090-023). Specifically, the City seeks to acquire an approximate 31,168
square foot temporary construction easement with a term of 12 months, covenant authorizing the
construction of certain permanent improvements in portions of that 31,168 square foot area. The
negotiating parties are the City of Temecula and the property owners Isaac G. Navejar and Isabel L.
Navejar, as Co -Trustees of the Navejar Living Trust, U/A dated July 18, 2019. Under negotiations are
price and terms of the acquisition of these property interests.
(iii) The acquisition of certain property interests from the real property located at 31270 Tommy Lane in
the City of Temecula (APN 957-150-005). Specifically, the City seeks to acquire an approximate 31,520
square foot temporary construction easement with a term of 12 months and an approximate 26,957
square foot permanent maintenance and access easement. The negotiating parties are the City of
Temecula and the property owners Jose Leonardo Garcia and Mayerling Alida Monteros-Garcia. Under
negotiations are price and terms of the acquisition of these property interests.
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City Council Agenda November 29, 2022
(iv) The acquisition of certain property interests from the real property located at 39280 Deputy Road in
the City of Temecula (APN 957-090-019). Specifically, the City seeks to acquire an approximate 29,630
square foot temporary construction easement with a term of 12 months, covenant authorizing the
construction of certain permanent improvements in portions of that 29,630 square foot area, an
approximate 16,956 square foot permanent maintenance and access easement, and a approximate 648.59
SF public utility easement in favor of SCE. The negotiating parties are the City of Temecula and the
property owners Sohan Singh and Kuldip Kaur Singh. Under negotiations are price and terms of the
acquisition of these property interests.
CITY MANAGER ANNUAL PERFORMANCE EVALUATION. The City Council will meet in closed
session pursuant to Government Code Sections 54957 and 54957.6 to evaluate the performance of the
City Manager and establish goals and performance objectives for the next year as required by the City
Manager's Employment Agreement. Pursuant to Government Code Section 94957.6 the Council will
also meet with its designated representatives, Mayor Matt Rahn, Mayor Pro Tern Schwank and City
Attorney Peter Thorson, to provide direction to the designated representatives concerning the
negotiation of salary, compensation and/or benefits for the unrepresented employee position of City
Manager. Any changes to the City Manager's Employment Agreement would only be taken at a
regularly scheduled open and public meeting of the City Council.
CONFERENCE WITH LEGAL COUNSEL — POTENTIAL LITIGATION. The City Council will meet
in closed session with the City Attorney pursuant to Government Code Section 54956.9(d)(4) with
respect to three matters of potential litigation. A point has been reached where, in the opinion of the City
Attorney, based on existing facts and circumstances, there is a significant exposure to litigation
involving the City. Based on existing facts and circumstances, the City Council will decide whether to
initiate litigation.
CALL TO ORDER: Mayor Matt Rahn
INVOCATION: Chaplain Themba M. Mzizi of Riverside County Sheriffs Department
FLAG SALUTE: Mayor Matt Rahn
ROLL CALL: Alexander, Edwards, Rahn, Schwank, Stewart
PRESENTATIONS
Certificate of Recognition for Bryon Lively of Temecula Valley Veterans of Foreign Wars
Proclamation for Kimberly Adams, Former Executive Director of Visit Temecula Valley
BOARD / COMMISSION REPORTS
Community Services Commission, Planning Commission and Race, Equity, Diversity and Inclusion
Commission
PUBLIC SAFETY REPORT
Riverside County Sheriffs Department
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City Council Agenda November 29, 2022
PUBLIC COMMENTS - NON -AGENDA ITEMS
A total of 30 minutes is provided for members of the public to address the City Council on matters not
listed on the agenda. Each speaker is limited to 3 minutes. Public comments may be made in person at
the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud
into the record at the meeting. Email comments must be submitted to
CouncilComments@temeculaca.gov. Speaker cards for in -person comments will be called in the order
received by the City Clerk and then, if time remains, email comments will be read. Email comments on
all matters must be received prior to the time the item is called for public comments. All public
participation is governed by the Council Policy regarding Public Participation at Meetings adopted by
Resolution No. 2021-54.
CITY COUNCIL REPORTS
Reports by the members of the City Council on matters not on the agenda will be made at this time. A
total, not to exceed, ten minutes will be devoted to these reports.
CONSENT CALENDAR
All matters listed under Consent Calendar are considered to be routine and all will be enacted by one
roll call vote. There will be no discussion of these items unless members of the City Council request
specific items be removed from the Consent Calendar for separate action. A total of 30 minutes is
provided for members of the public to address the City Council on items that appear on the Consent
Calendar. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting
by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into the record
at the meeting. Email comments must be submitted to CouncilComments@temeculaca.gov. Speaker
cards for in -person comments will be called in the order received by the City Clerk and then, if time
remains, email comments will be read. Email comments on all matters must be received prior to the
time the item is called for public comments. All public participation is governed by the Council Policy
regarding Public Participation at Meetings adopted by Resolution No. 2021-54.
1. Waive Reading of Standard Ordinances and Resolutions
Recommendation: That the City Council waive the reading of the text of all standard
ordinances and resolutions included in the agenda except as specifically
required by the Government Code.
Attachments: Agenda Report
2. Approve Action Minutes of November 15, 2022
Recommendation:
Attachments:
That the City Council approve the action minutes of November 15, 2022.
Action Minutes
3. Approve List of Demands
Recommendation: That the City Council adopt a resolution entitled:
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City Council Agenda November 29, 2022
4.
5.
6.
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS
SET FORTH IN EXHIBIT A
Attachments: Agenda Report
Resolution
List of Demands
Approve Financial Statements for the 4th Quarter Ended June 30, 2022
Recommendation: That the City Council:
1. Receive and file the financial statements for the 4th quarter ended June
30, 2022; and
2. Approve the following Fiscal Year 2021-22 appropriations:
a. City Manager Salaries & Wages (001.110.999.5100) $80,000
b. City Attorney Legal Services (001.130.999.5246) $80,000
c. Operating Transfer Into General Fund (001.199.4090) $84,681
d. Operating Transfer Out from SLESF Fund (160.199.999.5901) $84,681
e. Insurance Fund Claims (300.199.999.5207) $93,000
f. Facilities Fund Utilities (340.199.706.5240) $83,000
3. Appropriate $2,000,000 of the year-end General Fund surplus to the
Pension Trust (PARS), in accordance with Budget Policy XII in Fiscal
Year 2022-23.
Attachments: Agenda Report
City Fund Summaries
AUUrove Agreement for Minor Maintenance Services with Lawnscape Svstems. Inc.. for Weed
Abatement Maintenance Services for Fiscal Years 2023-2027
Recommendation: That the City Council approve an agreement for minor maintenance
services with Lawnscape Systems, Inc., for weed abatement maintenance
services for Fiscal Years 2023-2027, in the amount of $1,250,000.
Attachments: Agenda Report
Agreement
Award Construction Contract to Makelele Systems Landscape & Maintenance Inc. for the
Recycled Water Accelerated Retrofit Program, Project No. PW21-04
Recommendation: That the City Council:
1. Award a construction contract to Makelele Systems Landscape &
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City Council Agenda November 29, 2022
Maintenance Inc., in the amount of $89,120 for the Recycled Water
Accelerated Retrofit Program, Project No. PW21-04; and
2. Authorize the City Manager to approve construction change orders up
to $8,912, which is equal to 10% of the Contract amount; and
3. Make a finding that the Recycled Water Accelerated Retrofit Program,
Project No. PW21-04 is exempt from Multiple Species Habitat
Conservation Plan (MSHCP) fees.
Attachments: Agenda Report
Contract.
Project Description
Location Map
7. ADDrove License Agreement for Use of Real Pronertv RiLht of Entry and Access Agreement for
8.
9.
City Owned Land Located at Assessor's Parcel No. 910-262-061 Between Greystar, LP and City
of Temecula
Recommendation: That the City Council approve and execute the license agreement for use
of real property right of entry and access agreement for the land located at
Assessor's Parcel No. 910-262-061 between Greystar, LP and City of
Temecula.
Attachments: Agenda Report
License Agreement
Land Appraisal Report
Approve Third Amendment to Agreement with Mark Thomas & Company, Inc. for I-15
Congestion Relief Project, PW 19-02
Recommendation: That the City Council:
1. Approve the third amendment to the agreement with Mark Thomas &
Company, Inc., in the amount of $100,000, for additional contingency in
support of the professional design and environmental services for the I-15
Congestion Relief Project, PW 19-02; and
2. Increase the City Manager's authority to approve extra work
authorizations by the same amount.
Attachments: Agenda Report
Amendment
CEP Budget Sheet
Approve Second Amendment to Disposition and Development Agreement with Alitra, LLC for
Disposition of Property Located on Corner of Rancho California Road and Diaz Road (APN:
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City Council
Agenda November 29, 2022
951-021-089) and Portion of Diaz Road
Recommendation
That the City Council approve the second amendment to the disposition
and development agreement with Alitra, LLC, for the disposition and
hotel development of the property located on the corner of Rancho
California Road and Diaz Road (APN: 951-021-089) and a portion of
Diaz Road.
Attachments: Agenda Report
Second Amendment
RECESS CITY COUNCIL MEETING TO SCHEDULED MEETINGS OF THE TEMECULA
COMMUNITY SERVICES DISTRICT, THE SUCCESSOR AGENCY TO THE TEMECULA
REDEVELOPMENT AGENCY, THE TEMECULA HOUSING AUTHORITY, AND/OR THE
TEMECULA PUBLIC FINANCING AUTHORITY
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City Council Agenda November 29, 2022
TEMECULA COMMUNITY SERVICES DISTRICT MEETING
CALL TO ORDER: President James Stewart
ROLL CALL: Alexander, Edwards, Rahn, Schwank, Stewart
CSD PUBLIC COMMENTS - NON -AGENDA ITEMS
A total of 30 minutes is provided for members of the public to address the Board of Directors on matters
not listed on the agenda. Each speaker is limited to 3 minutes. Public comments may be made in person
at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud
into the record at the meeting. Email comments must be submitted to
CouncilComments@temeculaca.gov. Speaker cards for in -person comments will be called in the order
received by the City Clerk and then, if time remains, email comments will be read. Email comments on
all matters must be received prior to the time the item is called for public comments. All public
participation is governed by the Council Policy regarding Public Participation at Meetings adopted by
Resolution No. 2021-54.
CSD CONSENT CALENDAR
All matters listed under Consent Calendar are considered to be routine and all will be enacted by one
roll call vote. There will be no discussion of these items unless members of the Community Services
District request specific items be removed from the Consent Calendar for separate action. A total of 30
minutes is provided for members of the public to address the Board of Directors on items that appear on
the Consent Calendar. Each speaker is limited to 3 minutes. Public comments may be made in person at
the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud
into the record at the meeting. Email comments must be submitted to
CouncilComments@temeculaca.gov. Speaker cards for in -person comments will be called in the order
received by the City Clerk and then, if time remains, email comments will be read. Email comments on
all matters must be received prior to the time the item is called for public comments. All public
participation is governed by the Council Policy regarding Public Participation at Meetings adopted by
Resolution No. 2021-54.
10. Approve Action Minutes of November 15, 2022
Recommendation: That the Board of Directors approve the action minutes of November 15,
2022.
Attachments: Action Minutes
11. Approve Financial Statements for the 4th Quarter Ended June 30, 2022
Recommendation:
That the Board of Directors receive and file the financial statements for
the 4th quarter ended June 30, 2022.
Attachments: Agenda Report
TCSD Fund Summaries
Page 7
City Council
Agenda November 29, 2022
12. Adopt Resolutions Regarding . Annexation of Tract Map Numbers 37341-1 through 37341-10,
within Sommers Bend, to Service Level B (Residential Street Lights) Rates and Charges
(Located on East Side of Butterfield Stage Road and North of Lon _ Valley Wasji�
Recommendation
That the Board of Directors adopt resolutions entitled:
RESOLUTION NO. CSD
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT OF THE CITY OF
TEMECULA, DECLARING INTENTION TO ANNEX PROPERTY TO
SERVICE LEVEL B - RESIDENTIAL STREET LIGHTS AND TO
LEVY ASSESSMENTS ON SUCH PROPERTY FOR FISCAL YEAR
2023-24, APPROVING THE ENGINEER'S REPORT, AND SETTING
THE DATE, TIME AND PLACE OF A PUBLIC HEARING ON THE
PROPOSED ANNEXATION AND ASSESSMENTS
RESOLUTION NO. CSD
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT OF THE CITY OF
TEMECULA, INITIATING PROCEEDINGS TO ANNEX PROPERTY
TO SERVICE LEVEL B FOR FISCAL YEAR 2023-24
Attachments: Agenda Report
Vicinity Map
Resolution of Intention
Exhibit A
Resolution of Initiating Proceedings
CSD DIRECTOR OF COMMUNITY SERVICES REPORT
CSD GENERAL MANAGER REPORT
CSD BOARD OF DIRECTOR REPORTS
CSD ADJOURNMENT
The next regular meeting of the Temecula Community Services District will be held on Tuesday,
December 13, 2022, at 4:30 p.m., for a Closed Session, with regular session commencing at 6:00 p.m.,
at the Council Chambers located at 41000 Main Street, Temecula, California.
Page 8
City Council Agenda November 29, 2022
SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY
CALL TO ORDER: Chair Matt Rahn
ROLL CALL: Alexander, Edwards, Rahn, Schwank, Stewart
SARDA PUBLIC COMMENTS - NON -AGENDA ITEMS
A total of 30 minutes is provided for members of the public to address the Board of Directors on matters
not listed on the agenda. Each speaker is limited to 3 minutes. Public comments may be made in person
at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud
into the record at the meeting. Email comments must be submitted to
CouncilComments@temeculaca.gov. Speaker cards for in -person comments will be called in the order
received by the City Clerk and then, if time remains, email comments will be read. Email comments on
all matters must be received prior to the time the item is called for public comments. All public
participation is governed by the Council Policy regarding Public Participation at Meetings adopted by
Resolution No. 2021-54.
SARDA CONSENT CALENDAR
All matters listed under Consent Calendar are considered to be routine and all will be enacted by one
roll call vote. There will be no discussion of these items unless members of the Successor Agency to the
Redevelopment Agency request specific items be removed from the Consent Calendar for separate
action. A total of 30 minutes is provided for members of the public to address the Board of Directors on
items that appear on the Consent Calendar. Each speaker is limited to 3 minutes. Public comments may
be made in person at the meeting by submitting a speaker card to the City Clerk or by submitting an
email to be read aloud into the record at the meeting. Email comments must be submitted to
CouncilComments@temeculaca.gov. Speaker cards for in -person comments will be called in the order
received by the City Clerk and then, if time remains, email comments will be read. Email comments on
all matters must be received prior to the time the item is called for public comments. All public
participation is governed by the Council Policy regarding Public Participation at Meetings adopted by
Resolution No. 2021-54.
13. Approve Financial Statements for the 4th Quarter Ended June 30, 2022
Recommendation: That the Board of Directors:
1. Receive and file the financial statements for the 4th quarter ended June
30, 2022; and
2. Approve the following Fiscal Year 2021-22 appropriations:
a. SARDA Operating Transfer Out to the Affordable Housing Fund
$250,000
b. SARDA Contributions to City (Las Haciendas CIP) $7,166,608
Attachments: Agenda Report
SARDA Fund Summary
Page 9
City Council
Agenda November 29, 2022
SARDA EXECUTIVE DIRECTOR REPORT
SARDA BOARD OF DIRECTOR REPORTS
SARDA ADJOURNMENT
The next regular meeting of the Successor Agency to the Redevelopment Agency will be held on
Tuesday, December 13, 2022, at 4:30 p.m., for a Closed Session, with regular session commencing at
6:00 p.m., at the Council Chambers located at 41000 Main Street, Temecula, California.
Page 10
City Council Agenda November 29, 2022
TEMECULA HOUSING AUTHORITY - NO MEETING
TEMECULA PUBLIC FINANCING AUTHORITY - NO MEETING
RECONVENE TEMECULA CITY COUNCIL
PUBLIC HEARING
Any person may submit written comments to the City Council before a public hearing or may appear
and be heard in support of or in opposition to the approval of a project at the time of the hearing. If you
challenge a project in court, you may be limited to raising only those issues you or someone else raised
at the public hearing or in written correspondence delivered to the City Clerk at or prior to the public
hearing. For public hearings each speaker is limited to 5 minutes. Public comments may be made in
person at the meeting by submitting a speaker card to the City Clerk or by submitting an email to be
read aloud into the record at the meeting. Email comments must be submitted to
CouncilComments@temeculaca.gov. Email comments on all matters, including those not on the agenda,
must be received prior to the time the item is called for public comments. At public hearings involving
land use matters, the property owner and/or applicant has the burden of proof and, therefore, shall be
allowed 15 minutes for an initial presentation, and an additional 10 minutes for rebuttal by its
development team following other comments on the matter. An appellant, other than the property owner
and/or applicant, and the spokesperson for an organized group of residents residing within the noticed
area of the property, which is the subject of the public hearing, shall be allowed 15 minutes to present
the appellant's position to the Council. The Mayor may allow more time if required to provide due
process for the property owner, applicant or appellant. All other members of the public may speak
during the public hearing for a maximum period of 5 minutes each. Deferral of one speaker's time to
another is not permitted. In the event of a large number of speakers, the Mayor may reduce the
maximum time limit for members of the public to speak. All public participation is governed by the
Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.
14. Approve Amendment to the Old Town Specific Plan to Revise Certain Development Standards
and Land Use Standards
Recommendation: That the City Council adopt resolutions entitled:
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING ADDENDUM NO. 2 TO THE OLD TOWN
SPECIFIC PLAN PROGRAM ENVIRONMENTAL IMPACT REPORT
(SCH NO.2009071049)
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING AMENDMENT NO. 10 TO THE OLD
TOWN SPECIFIC PLAN (SP-5) (LONG RANGE PROJECT NO.
LR21-0279)
Page 11
City Council
Agenda November 29, 2022
Attachments: Agenda Report
Aerial Map
Resolution - EIR Addendum
Exhibit A - EIR Addendum
Resolution - Specific Plan Amendment
Exhibit A - Specific Plan Amendment (Underline Strikeout)
PC Resolution No. 2022-32 - EIR Addendum
PC Resolution No. 2022-33 - Specific Plan Amendment
10/19/2022 Planning Commission Packet
Notice of Public Hearing
Draft Notice of Determination with County Clerk
15. Approve Third Amendment to the Disposition and Development Agreement for Vine Creek
Apartments Affordable Housing Development Between the City of Temecula, as Housing
Successor to the Former Temecula Redevelopment Agency, and Temecula Pacific Associates
Recommendation: That the City Council adopt a resolution entitled:
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, ACTING IN ITS CAPACITY AS THE HOUSING
SUCCESSOR AND IN ITS CAPACITY AS THE CITY APPROVING A
THIRD AMENDMENT TO THE DISPOSITION AND
DEVELOPMENT AGREEMENT WITH TEMECULA PACIFIC
ASSOCIATES, FOR THE "VINE CREEK" 60 UNIT APARTMENT
PROJECT
Attachments: Agenda Report
Resolution
Third Amendment
Second Amendment
First Amendment
Disposition and Development Agreement
33433 Report
Notice of Public Hearing
BUSINESS
Any member of the public may address the City Council on items that appear on the Business portion of
the agenda. Each speaker is limited to 5 minutes. Public comments may be made in person at the
meeting by submitting a speaker card to the City Clerk or by submitting an email to be read aloud into
the record at the meeting. Email comments must be submitted to CouncilComments@temeculaca.gov.
Speaker cards for in -person comments will be called in the order received by the City Clerk and then, if
time remains, email comments will be read. Email comments on all matters must be received prior to
the time the item is called for public comments. All public participation is governed by the Council
Page 12
City Council Agenda November 29, 2022
Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54.
16. Appoint Members to the Community Services, Planning, Public/Traffic Safety and Race, EquitY,
Diversity and Inclusion Commissions
Recommendation
That the City Council appoint members to the Community Services,
Planning, Public/Traffic Safety and Race, Equity, Diversity and Inclusion
Commissions.
Attachments: Agenda Report
Community Services Commission Applications
Planning Commission Applications
Public/Traffic Safety Commission Applications
Race, Equity, Diversity and Inclusion Commission Applications
17. Receive Presentation on the Citv's Fiscal Strateev Update (At the Reauest of Subcommittee
Members Mayor Rahn and Council Member Edwards)
Recommendation: That the City Council receive the presentation on the City's Fiscal
Strategy Update and discuss the conceptual strategy related to the
paydown of the City's debt and unfunded liabilities.
Attachments: Agenda Report
Appendix A - Temecula 10-Year Comparisons
Appendix B - Summary of Fiscal Measures
DEPARTMENTAL REPORTS (RECEIVE AND FILE)
18. Community Development Department Monthly Report
Attachments: Agenda Report
Planning Activity Report
19. Fire Department Monthly Report
Attachments: Agenda Report
Fire Department Report
20. Public Works Department Monthly Report
Attachments: Agenda Report
Monthly Report
ITEMS FOR FUTURE CITY COUNCIL AGENDAS
Any Council Member, including the Mayor, may request an item be placed on a future agenda. Any
such request will be discussed under this section. In making the request, a Council Member may briefly
describe the topic of the proposed agenda item and any timing associated with the placement of the item
Page 13
City Council Agenda November 29, 2022
on the agenda. This description shall not exceed 3 minutes unless extended by a majority vote of the
City Council. No substantive discussion on the subject of the motion may occur. General discussion
amongst the City Council on items listed under this section of the agenda shall be limited to 15 minutes.
Items may only be placed on the agenda by Council Members pursuant to policy or by the City Manager
based on administrative or operational needs of the City. Public comments on the placement of these
agenda items shall be limited to a maximum of 30 minutes. Individual comments shall not exceed 3
minutes. All public participation is governed by the Council Policy regarding Public Participation at
Meetings and Agenda Placements by Council Members adopted by Resolution No. 2021-54.
CITY MANAGER REPORT
CITY ATTORNEY REPORT
ADJOURNMENT
The next regular meeting of the City Council will be held on Tuesday, December 13, 2022, at 4:30 p.m.,
for a Closed Session, with regular session commencing at 6:00 p.m., at the Council Chambers located at
41000 Main Street, Temecula, California.
NOTICE TO THE PUBLIC
The full agenda packet (including staff reports, public closed session information, and any supplemental material
available after the original posting of the agenda), distributed to a majority of the City Council regarding any
item on the agenda, will be available for public viewing in the main reception area of the Temecula Civic Center
during normal business hours at least 72 hours prior to the meeting. The material will also be available on the
City's website at TemeculaCa.gov. and available for review at the respective meeting. If you have questions
regarding any item on the agenda, please contact the City Clerk's Department at (951) 694-6444.
Page 14
Item No. 1
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Randi Johl, Director of Legislative Affairs/City Clerk
DATE: November 29, 2022
SUBJECT: Waive Reading of Standard Ordinances and Resolutions
PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk
RECOMMENDATION: That the City Council waive the reading of the text of all standard
ordinances and resolutions included in the agenda except as specifically required by the
Government Code.
BACKGROUND: The City of Temecula is a general law city formed under the laws of
the State of California. With respect to adoption of ordinances and resolutions, the City adheres to
the requirements set forth in the Government Code. Unless otherwise required, the full reading of
the text of standard ordinances and resolutions is waived.
FISCAL IMPACT: None
ATTACHMENTS: None
Item No. 2
ACTION MINUTES
TEMECULA CITY COUNCIL
REGULAR ADJOURNED MEETING
COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
NOVEMBER 15, 2022 - 6:00 PM
CLOSED SESSION - 5:30 PM
CONFERENCE WITH LEGAL COUNSEL — POTENTIAL LITIGATION. The City Council convened
in closed session with the City Attorney pursuant to Government Code Section 54956.9(d)(4) with
respect to three matters of potential litigation. A point has been reached where, in the opinion of the City
Attorney, based on existing facts and circumstances, there is a significant exposure to litigation involving
the City. Based on existing facts and circumstances, the City Council will decide whether to initiate
litigation.
CALL TO ORDER at 6:00 PM: Mayor Matt Rahn
INVOCATION: Apostle Terrence Hundley of The Place City of Miracles Cathedral
FLAG SALUTE: Council Member James Stewart
ROLL CALL: Alexander, Edwards, Rahn, Schwank, Stewart
PRESENTATIONS
Proclamation for Native American Heritage Month
Proclamation for Pu'6ska Mountain Day
BOARD / COMMISSION REPORTS
Planning Commission and Public/Traffic Safety Commission
PUBLIC SAFETY REPORT
California Department of Forestry and Fire Protection
PUBLIC COMMENTS - NON -AGENDA ITEMS
The following individual(s) addressed the City Council:
• Bryant Rumbaugh • Steven Gerard Sidlovsky
PUBLIC COMMENTS - AGENDA ITEMS
The following individual(s) addressed the City Council:
• Denise Lanier (Item #13) • Kim Gerish (Item #13)
CITY COUNCIL REPORTS
CONSENT CALENDAR
Unless otherwise indicated below, the following pertains to all items on the Consent Calendar.
Approved the Staff Recommendation (5-0): Motion by Stewart, Second by Alexander. The vote reflected
unanimous approval.
1. Waive Reading of Standard Ordinances and Resolutions
Recommendation:
That the City Council waive the reading of the text of all standard
ordinances and resolutions included in the agenda except as specifically
required by the Government Code.
2. Approve Action Minutes of October 25, 2022
Recommendation: That the City Council approve the action minutes of October 25, 2022.
3. Approve List of Demands
Recommendation: That the City Council adopt a resolution entitled:
RESOLUTION NO. 2022-83
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS
SET FORTH IN EXHIBIT A
4. Approve City Treasurer's Report as of July 31, 2022 and August 31, 2022
Recommendation: That the City Council approve and file the City Treasurer's Report as of
July 31, 2022 and August 31, 2022.
5. Adopt the 2022 Conflict of Interest Code
Recommendation: That the City Council adopt a resolution entitled:
RESOLUTION NO. 2022-84
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ADOPTING THE CITY'S 2022 CONFLICT OF
INTEREST CODE
6. Approve Amendment to the City of Temecula Section 125 Cafeteria Plan
Recommendation: That the City Council adopt a resolution entitled:
RESOLUTION NO. 2022-85
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
2
7.
TEMECULA AMENDING THE CITY OF TEMECULA SECTION
125 CAFETERIA PLAN
Adopt Resolution Declaring; City Owned Parcels Located at 28725 and 28731 Pujol Street to be
Exempt from the Surplus Land Act
Recommendation:
That the City Council adopt a resolution entitled:
RESOLUTION NO. 2022-86
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA DECLARING A CITY -OWNED PARCEL LOCATED
AT 28725 AND 28731 PUJOL STREET IN THE CITY OF
TEMECULA TO BE EXEMPT SURPLUS LAND PURSUANT TO
GOVERNMENT CODE SECTIONS 54221(b)(1) AND 5422 1 (f)(1)(A),
FINDING THE DECLARATION EXEMPT FROM THE
CALIFORNIA ENVIRONMENTAL QUALITY ACT, AND TAKING
RELATED ACTIONS
8. Approve First Amendment to the Minor Maintenance Agreement with Craftsmen Plumbing
Heatinfz & Cooling, Inc.
Recommendation:
That the City Council approve the first amendment to the minor
maintenance agreement with Craftsmen Plumbing Heating & Cooling,
Inc., to amend the scope of services to include additional general
contracting services, and to amend the payment terms for a total
agreement value for the term of the agreement.
9. Approve First Amendment for General Plan Update City -Wide Traffic Analysis Services
Recommendation:
That the City Council approve the first amendment to the agreement
with Fehr and Peers for General Plan Update City -Wide Traffic Analysis
Services and increase the agreement amount by $7,500, for a total
contract amount of $137,500.
10. Approve Increase to Contingency Authorization for Fiber Optic Communication System
Upgrade Project, PW18-05
Recommendation: That the City Council:
1. Approve an increase to the contingency for the Fiber Optic
Communication System Upgrade Project, PW18-05 by $40,000; and
2. Increase the City Manager Authority to approve change orders to the
contract by $40,000.
3
RECESS:
At 6:29 PM, the City Council recessed and convened as the Temecula Community Services District
Meeting. At 7:32 PM the City Council resumed with the remainder of the City Council Agenda.
RECONVENE TEMECULA CITY COUNCIL
PUBLIC HEARING
12. Approve Community Development Block Grant (CDBG) Substantial Amendment to the
2022-23 CDBG Annual Action Plan for the Reallocation of CDBG Funds to the Mary Phillips
Senior Center
Recommendation: That the City Council adopt the resolution entitled:
RESOLUTION NO. 2022-87
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING THE SUBSTANTIAL AMENDMENT TO
THE 2022-23 COMMUNITY DEVELOPMENT BLOCK GRANT
ANNUAL ACTION PLAN AND FINDING THE ACTIONS TO BE
EXEMPT FROM FURTHER ENVIRONMENTAL REVIEW UNDER
THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA)
AND NATIONAL ENVIRONMENTAL PROTECTION ACT (NEPA)
Approved the Staff Recommendation (5-0): Motion by Schwank, Second by Alexander. The vote
reflected unanimous approval.
BUSINESS
13. Approve Recommendation for Community Service Funding - Reinvestment in Temecula Grant
Program for Fiscal Year 2022-23 (At the Request of Subcommittee Members Mayor Pro Tern
Schwank and Council Member Stewart)
Recommendation: That the City Council:
1. Approve the Community Service Funding Ad Hoc Subcommittee's
recommendation to allocate a total of $1,090,500 to fund grant
applications received from nonprofit organizations for the Community
Service Funding - Reinvestment in Temecula Grant Program Fiscal Year
2022-23;and
2. Approve a budget transfer of $1,000,000 from Fund 110 —
Community Reinvestment Program Fund to Fund 001 - General Fund to
program towards the Community Services Funding Program.
Council Member Alexander will not participate in the Council discussion and action on the Birth
Choice application because she is an employee of Birth Choice and supervises its Temecula
operations. Therefore, under State law, Council Member Alexander cannot participate in the
Council's discussion and action on the Birth Choice application. In order to fulfill these
obligations, the following procedures will be in place for this item:
1. Council Member Alexander will leave the dais and the Council Chamber.
2. Staff will present the Agenda Report on Item 13 and Council will receive public comments
on Item 13.
3. Following public comments on Item 13, Council will discuss the Birth Choice application
and decide whether to approve, modify or deny the application.
4. Following Council action on the Birth Choice application, Council Member Alexander may
return to the Council Chamber and take her place on the dais.
5. At this point, the Council, with Council Member Alexander participating, will consider the
other applications for Community Reinvestment Funding.
Council Member Alexander returned to the dais following Council action on the Birth Choice
application.
Motion #1— Approving Allocation of Birth Choice - (4-0, Alexander abstained): Motion by
Stewart, Second by Schwank. The vote reflected unanimous approval with Alexander
abstaining.
Motion #2 — Approving All Other Allocations other than Birth Choice with the following
amendments - (5-0): Motion by Schwank, Second by Edwards. The vote reflected unanimous
approval.
1. Zero out Cause for Pause ($7,500) and Dorland Mountain Arts ($5,000) for a total of $12,500.
2. Increase Bike Temecula Valley from $7,500 to $10,000.
3. Increase First Tee from $25,000 to the matching grant level of $32,500.
4. Authorize City Manager to make offsetting adjustments as needed.
14. Receive and File the Recommended Updated Allocations from Community Reinvestment
Program Funding (At the Request of Subcommittee Members Mayor Rahn and Council
Member Edwards)
Recommendation: That the City Council receive and file the recommended updated
allocations from Community Reinvestment Program (CRP) Funding and
provide general direction regarding the same.
No action, receive and file only with general direction.
15. Approve Quality of Life Master Plan (At the Request of Subcommittee Members Mayor Rahn
and Council Member Edwards)
Recommendation: That the City Council approve, in substantial form, the Quality of Life
Master Plan 2040.
Approved the Staff Recommendation (4-1): Motion by Schwank, Second by Edwards. The vote
reflected unanimous approval with Alexander opposing.
ITEMS FOR FUTURE CITY COUNCIL AGENDAS
CITY MANAGER REPORT
CITY ATTORNEY REPORT
The City Attorney stated there was no reportable actions from closed session.
ADJOURNMENT
At 9:00 PM, the City Council meeting was formally adjourned to Tuesday, November 29, 2022, at 4:30
PM for Closed Session, with regular session commencing at 6:00 PM, City Council Chambers, 41000
Main Street, Temecula, California.
Matt Rahn, Mayor
ATTEST:
Randi Johl, City Clerk
[SEAL]
Item No. 3
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Jennifer Hennessy, Director of Finance
DATE: November 29, 2022
SUBJECT: Approve the List of Demands
PREPARED BY: Pam Espinoza, Accounting Technician II
RECOMMENDATION: That the City Council adopt a resolution entitled:
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS
AS SET FORTH IN EXHIBIT A
BACKGROUND: All claims and demands are reported and summarized for review
and approval by the City Council on a routine basis at each City Council meeting. The attached
claims represent the paid claims and demands since the last City Council meeting.
FISCAL IMPACT: All claims and demands were paid from appropriated funds or
authorized resources of the City and have been recorded in accordance with the City's policies
and procedures.
ATTACHMENTS: 1. Resolution
2. List of Demands
RESOLUTION NO.2022-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA ALLOWING CERTAIN CLAIMS AND
DEMANDS AS SET FORTH IN EXHIBIT A
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS
FOLLOWS:
Section 1. That the following claims and demands as set forth in Exhibit A, on file in
the office of the City Clerk, has been reviewed by the City Manager's Office and that the same are
hereby allowed in the amount of $ 12,242,347.92.
Section 2. The City Clerk shall certify the adoption of this resolution.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this 29th day of November, 2022.
Matt Rahn, Mayor
ATTEST:
Randi Johl, City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing
Resolution No. 2022- was duly and regularly adopted by the City Council of the City of
Temecula at a meeting thereof held on the 29th day of November, 2022, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
Randi Johl, City Clerk
CITY OF TEMECULA
LIST OF DEMANDS
11/01/2022 TOTAL CHECK RUN:
$ 478,900.36
11/03/2022 TOTAL CHECK RUN:
406,137.36
11/09/2022 TOTAL CHECK RUN:
10,008,338.53
11/10/2022 TOTAL CHECK RUN:
629,726.64
11/10/2022 TOTAL PAYROLL RUN:
719,245.03
TOTAL LIST OF DEMANDS FOR 11/29/2022 COUNCIL MEETING: $ 12,242,347.92
DISBURSEMENTS BY FUND:
CHECKS:
001
GENERAL FUND
$ 9,440,574.08
110
RANCHO CALIF ROAD REIMB DIST
200.71
140
COMMUNITY DEV BLOCK GRANT
12,741.56
165
RDA DEV LOW/MOD 20% SET ASIDE
8,528.85
170
MEASURE A FUND
557,835.25
190
TEMECULA COMMUNITY SERVICES DISTRICT
413,315.41
194
TCSD SERVICE LEVEL D REFUSE RECYCLING
1,150.56
196
TCSD SERVICE LEVEL "L" LAKE PARK MAINT.
6,527.10
197
TEMECULA LIBRARY FUND
23,334.35
210
CAPITAL IMPROVEMENT PROJECTS FUND
736,315.33
300
INSURANCE FUND
2,777.26
305
WORKERS' COMPENSATION
47,528.60
320
INFORMATION SYSTEMS
98,347.65
325
TECHNOLOGY REPLACEMENT FUND
13,958.92
330
CENTRAL SERVICES
10,435.45
340
FACILITIES
58,184.80
476
CFD 03-6 HARVESTON 2 DEBT SERVICE FUND
2,645.50
501
SERVICE LEVEL"C"ZONE 1 SADDLEWOOD
2,163.00
502
SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK
1,493.50
503
SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS
1,813.13
504
SERVICE LEVEL"C"ZONE 4 THE VINEYARDS
300.42
505
SERVICE LEVEL"C"ZONE 5 SIGNET SERIES
1,639.00
506
SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY
866.50
507
SERVICE LEVEL"C"ZONE 7 RIDGEVIEW
515.00
508
SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE
8,946.34
509
SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA
77.25
510
SERVICE LEVEL"C"ZONE 10 MARTINIQUE
257.50
511
SERVICE LEVEL"C"ZONE 11 MEADOWVIEW
64.38
512
SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS
5,857.87
513
SERVICE LEVEL"C"ZONE 13 PRESLEY DEVELOP.
1,184.50
514
SERVICE LEVEL"C"ZONE 14 MORRISON HOMES
463.50
515
SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATES
412.00
516
SERVICE LEVEL"C"ZONE 16 TRADEWINDS
1,115.84
517
SERVICE LEVEL"C"ZONE 17 MONTE VISTA
72.95
518
SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS
3,914.00
519
SERVICE LEVEL"C"ZONE 19 CHANTEMAR
3,354.00
520
SERVICE LEVEL"C"ZONE 20 CROWNE HILL
9,980.24
521
SERVICE LEVEL"C"ZONE 21 VAIL RANCH
13,504.97
522
SERVICE LEVEL"C"ZONE 22 SUTTON PLACE
167.38
523
SERVICE LEVEL"C"ZONE 23 PHEASENT RUN
231.75
524
SERVICE LEVEL"C"ZONE 24 HARVESTON
6,499.86
525
SERVICE LEVEL"C"ZONE 25 SERENA HILLS
1,802.50
526
SERVICE LEVEL"C"ZONE 26 GALLERYTRADITION
129.38
527
SERVICE LEVEL"C"ZONE 27 AVONDALE
257.50
528
SERVICE LEVEL"C"ZONE 28 WOLF CREEK
8,924.35
529
SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT
176.90
700
CERBT CALIFORNIA EE RETIREE GASB 45
12,516.00
$ 11,523,102.89
PAYROLL:
001 GENERAL FUND
110 RANCHO CALIF ROAD REIMB DIST
140 COMMUNITY DEV BLOCK GRANT
165 AFFORDABLE HOUSING
190 TEMECULA COMMUNITY SERVICES DISTRICT
194 TCSD SERVICE LEVEL D REFUSE RECYCLING
196 TCSD SERVICE LEVEL "L" LAKE PARK MAINT.
197 TEMECULA LIBRARY FUND
300 INSURANCE FUND
305 WORKERS' COMPENSATION
320 INFORMATION TECHNOLOGY
330 SUPPORT SERVICES
340 FACILITIES
700 CERBT CALIFORNIA EE RETIREE-GASB45
TOTAL BY FUND:
$ 372,138.30
551.24
750.21
4,248.17
197,546.11
1,491.24
201.67
4,537.62
3,129.19
3,129.28
44,983.31
4,459.64
9,561.16
72,517.89
$ 719,245.03
$ 12,242,347.92
apChkLst Final Check List Page: 1
11/01/2022 2:51:21PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
503363 11/3/2022 005037 AMERICAN ASPHALT SOUTH
INC
503364 11/3/2022 021400 AYERS ELECTRIC INC
Description
CITYWIDE SLURRY SEAL: PW22-02:
CIP
ELECTRICAL REPAIRS: HARVESTON
LAKE PK
ELECTRICAL SVCS: LIBRARY
ELECTRICAL SVCS: CIVIC CENTER FOUI
ELECTRICAL SVCS: OT THEATER
ELECTRICAL SVCS: CIVIC CENTER
ELECTRICAL SVCS: TOWN SQ FOUNTAIr
ELECTRICAL SVCS: FOC
ELECTRICAL SVCS: CIVIC CTR
ELECTRICAL SVCS: FOUNTAIN PUMP RE
503365 11/3/2022
022651 BRAND ASSASSINS
MILITARY BANNER PROGRAM: TCSD
503366 11/3/2022
004248 CALIF DEPTOF
JUN BLOOD &ALCOHOL ANALYSIS: PD
JUSTICE-ACCTING
SEP BLOOD &ALCOHOL ANALYSIS: PD
503367 11/3/2022
017542 COX, KRISTI LYN
TCSD INSTRUCTOR EARNINGS
503368 11/3/2022
010650 CRAFTSMEN PLUMBING &
FIRE SYSTEM MAINT: CITY FACILITIES
HVAC INC
503369 11/3/2022
020648 DG INVESTMENT HOLDINGS 2
SURVEILLANCE SYS GENETEC
INC, CONVERGINT
LICENSING: IT
TECHNOLOGIES
CITYWIDE SURVEILLANCE: INFO TECH
503370 11/3/2022
003945 DIAMOND ENVIRONMENTAL
PORTABLE RESTROOMS: LA SERENA
SRVCS
WAY
PORTABLE RESTROOMS: RIVERTON PA
PORTABLE RESTROOMS: VAIL RANCH P
PORTABLE RESTROOMS: LONG CANYO
503371 11/3/2022
004192 DOWNS ENERGY FUEL
FUEL FOR CITY VEHICLES: PARKS: PW
FUEL FOR CITY VEHICLES: POLICE
FUEL FOR CITY VEHICLES: STREET MAI
FUEL FOR CITY VEHICLES: EOC
FUEL FOR CITY VEHICLES: TRAFFIC: PN
FUEL FOR CITY VEHICLES: TCSD
FUEL FOR CITY VEHICLES: CODE ENFOI
FUEL FOR CITY VEHICLES:BLDG & SAFE
503372 11/3/2022
021504 EMPLOYEE #00577
REIMB: ADOBE MAX'22 CONF
503373 11/3/2022
004068 ECALDRE MANALILI-DE VILLA,
TCSD INSTRUCTOR EARNINGS
AILEEN
Amount Paid Check Total
333,032.75
300.00
900.00
1,741.37
800.00
2,900.00
900.00
2,100.00
200.00
500.00
469.80
35.00
770.00
718.20
4,250.00
41,038.00
3,406.71
110.88
110.88
165.88
110.88
2,482.38
146.51
1,692.78
83.70
479.25
489.18
143.96
275.85
1,386.52
3,234.00
333,032.75
10,341.37
469.80
805.00
718.20
4,250.00
44,444.71
498.52
5,793.61
1,386.52
3,234.00
Page:1
apChkLst Final Check List Page: 2
11/01/2022 2:51:21PM CITY OF TEMECULA
Bank:
eunion EFT UNION BANK
(Continued)
Check #
Date
Vendor
Description
503374
11/3/2022
013109
EMPLOYEE #00347
REIMB: RFRSHMNTS: TEAM PACE
EVENT 10/31/
503375
11/3/2022
019651
EMPLOYEE #00518
EDUCATION: CYBER SECURITY
MONTH
503376
11/3/2022
013076
GAUDETYVONNE M, DBA YES
TCSD INSTRUCTOR EARNINGS
YOU CAN DRAW
503377
11/3/2022
021365
GEORGE HILLS COMPANY INC
SUBROGATION RECOVERY FEE: RISK
MGMT
SUBROGATION RECOVERY FEE
503378
11/3/2022
000520
HDL COREN AND CONE
OCT-DEC PROP TAX CONSULTING:
FINANCE
503379
11/3/2022
010766
INLAND VALLEY SYMPHONY
CONCERTS: VETERAN'S DAY: TCSD
503380
11/3/2022
006914
INNOVATIVE DOCUMENT
SEP COPIER
SOLUTIONS
MAINT/REPAIR/USAGE:CITYWIDE
SEP COPIER MAINT/REPAIR/USAGE:CIT
503381
11/3/2022
019085
INTERPRETERS UNLIMITED
PHONE INTERPRETER SERVICE: TEM
INC
SHERIFF
503382
11/3/2022
018675
MDG ASSOCIATES INC
SEP CDBG-CV EMER MORTG ASSIST
503383
11/3/2022
015507
MSDSONLINE INC, DBA
MSDS DATABASE SUPSCRIPTION:
VELOCITYEHS
RISK
503384
11/3/2022
020946
MUSSON THEATRICAL INC
MISC SUPPLIES: THEATER
503385
11/3/2022
020429
REMOTE SATELLITE SYSTEMS
SEP'22 SAT PH AIRTIME/OCT FEE:
INTL
EOC
503386
11/3/2022
002412
RICHARDS WATSON AND
SEP 2022 LEGAL SERVICES
GERSHON
SEP 2022 LEGAL SERVICES
SEP 2022 LEGAL SERVICES
SEP 2022 LEGAL SERVICES
SEP 2022 LEGAL SERVICES
SEP 2022 LEGAL SERVICES
SEP 2022 LEGAL SERVICES
SEP 2022 LEGAL SERVICES
503387
11/3/2022
009213
SHERRY BERRY MUSIC
JAZZ @ THE MERC 10/20
STAND-UP COMEDY @ THE MERC 10/22
Amount Paid Check Total
373.29 373.29
75.00
75.00
168.00
168.00
2,188.17
2,911.77
5,099.94
6,557.69
6,557.69
15,000.00
15,000.00
4,869.85
451.49
5,321.34
21.75
21.75
410.00
410.00
2,783.17
2,783.17
1,473.26
1,473.26
295.00
295.00
12,753.24
4,161.00
3,813.50
2,242.00
1,681.50
997.50
2,052.00
5,568.00
33,268.74
705.00
983.25
1,688.25
Paget
apChkLst Final Check List Page: 3
11/01/2022 2:51:21PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK (Continued)
Check # Date Vendor Description
Amount Paid Check Total
503388 11/3/2022 014783 SOFTRESOURCES, LLC
OCT CONSULTING SYS UPGRADE: 231.25
FINANCE
503389 11/3/2022 022739 TEMECULA VALLEY MASTER
STTLMNT: EUROPA VILLAGE WINERY 634.20
CHORALE
503390 11/3/2022 018147 WADDLETON, JEFFREY L.
DJ/MC SVCS: MPSC: TCSD 525.00
Grand total for EFT UNION BANK:
231.25
634.20
525.00
478,900.36
Page:3
apChkLst Final Check List Page: 4
11/01/2022 2:51:21PM CITY OF TEMECULA
28 checks in this report.
Grand Total All Checks: 478,900.36
Page:4
apChkLst
11/03/2022
3:06:04PM
Final Check List
CITY OF TEMECULA
Page: 1
Bank: union UNION BANK
Check #
Date
Vendor
Description
Amount Paid
Check Total
14301
10/5/2022
010276
TIME WARNER CABLE
OCT INTERNET SVCS: 41845 6TH ST
600.91
600.91
14307
10/3/2022
000537
SO CALIF EDISON
SEPT 700034047650: 44270 MEADOWS
20.32
20.32
PKWY
14308
10/3/2022
000537
SO CALIF EDISON
SEPT 700034500823: 32932 LEENA WY
20.76
20.76
14309
10/3/2022
000537
SO CALIF EDISON
SEPT 700035621070: 42335 MEADOWS
21.09
21.09
PKWY
14310
10/3/2022
000537
SO CALIF EDISON
SEPT 700035691903: 43487
22.59
22.59
BUTTERFIELD
14313
10/3/2022
000537
SO CALIF EDISON
SEPT 700278695390: 41000 MAIN
134.38
134.38
14322
9/29/2022
010276
TIME WARNER CABLE
AUG INTERNET SVCS 28300
600.91
600.91
MERCEDES ST
14377
10/11/2022
018858
FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: THEATER
150.98
150.98
14383
10/25/2022
000262
RANCHO CALIF WATER
VAR SEP WATER 3031158 NACKE DR
25,329.30
25,329.30
DISTRICT
14385
10/27/2022
010349
CALIF DEPT OF CHILD
SUPPORT PAYMENT
138.92
138.92
SUPPORT
14386
10/27/2022
021301
1 C M A RETIREMENT -PLAN
ICMA- 401(A) RETIREMENT PLAN
384.62
384.62
106474
PAYMENT
14387
10/27/2022
000194
1 C M A RETIREMENT -PLAN
ICMA-RC RETIREMENT TRUST 457
15,461.87
15,461.87
303355
PAYMENT
14390
10/27/2022
001065
NATIONWIDE RETIREMENT
NATIONWIDE RETIREMENT PAYMENT
12,866.85
12,866.85
SOLUTION
14391
10/27/2022
019088
NATIONWIDE RETIREMENT
NATIONWIDE LOAN REPAYMENT
427.79
427.79
SOLUTION
PAYMENT
14392
10/27/2022
000389
NATIONWIDE RETIREMENT
OBRA- PROJECT RETIREMENT
4,084.30
4,084.30
SOLUTION
PAYMENT
14394
10/3/2022
022942
MOOD MEDIA NORTH
OCT DISH NETWORK 41952 6TH ST
62.09
62.09
AMERICA, HOLDINGS LLC
Page-1
apChkLst Final Check List Page: 2
11/03/2022 3:06:04PM CITY OF TEMECULA
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
14395
10/3/2022
022942
MOOD MEDIA NORTH
OCT DISH NETWORK 32131
AMERICA, HOLDINGS LLC
BUTTERFIELD STG
14396
10/25/2022
010276
TIME WARNER CABLE
OCT INTERNET SVCS: 42569
MARGARITA
14397
10/25/2022
010276
TIME WARNER CABLE
OCT INTERNET SVCS: 30875 RANCHO
VISTA
14398
10/24/2022
001212
SO CALIF GAS COMPANY
SEP 091-085-1632-0: 41951 MORAGA
RD
14399
10/25/2022
001212
SO CALIF GAS COMPANY
SEPT 055-475-6169-5: 32380 DEER
HOLLOW
14400
10/25/2022
001212
SO CALIF GAS COMPANY
SEPT 015-575-0195-2: 32211 WOLF
VALLEY
14478
10/24/2022
018858
FRONTIER CALIFORNIA INC
OCT INTERNET SVCS: DMV LINE
102134
10/26/2022
023117
DUBE, ORYANNA
REFUND: INVOICE 114916 CHARGED
TWICE
210511
11/3/2022
004594
2 HOT UNIFORMS INC
UNIFORMS: TCC: FIRE DEPT
210512
11/3/2022
007282
AMAZON CAPITAL SERVICES
MISC SMALL TOOLS & EQUIP: HR
INC
MISC OFC SUPPLIES: LAND DEV
MISC OFC SUPPLIES: HR
MISC EQUIP: AQUATICS: TCSD
WORKFORCE PRGMS: HUMAN SVS: TC;
MISC SUPPLIES: TVM: TCSD
SMALL TOOLS & EQUIP: EOC
MISC EQUIP: AQUATICS: TCSD
MISC SUPPLIES: HUMAN SVS: TCSD
MISC OFC SUPPLIES: STREETS: PW
MISC OFC SUPPLIES: PREV: FIRE
MISC OFC SUPPLIES: CIP: PW
MISC SUPPLIES: CHIEF/BC: FIRE DEPT
MISC OFC SUPPLIES: STREET MAINT: P1
MISC BOOKS: RHRTPL: TCSD
210513
11/3/2022
000101
APPLE ONE INC
JUL TEMP HELP: BLDG & SAFETY
JUL TEMP HELP: FIRE DEPT
JUL TEMP HELP: VARI DEPTS
210514
11/3/2022
004623
AQUA SOURCE INC
VARIOUS SUPPLIES: AQUATICS
Amount Paid Check Total
175.38
175.38
790.00
790.00
966.46
966.46
15.78
15.78
14.30
14.30
152.27
152.27
105.98
105.98
184.20
184.20
338.68
338.68
26.09
5.97
29.31
100.09
76.10
97.86
72.30
39.14
166.29
173.90
48.91
37.90
303.41
237.50
69.99
1,484.76
8,386.56
688.08
3,669.12
12,743.76
2,805.75
2,805.75
Paget
apChkLst Final Check List Page: 3
11/03/2022 3:06:04PM CITY OF TEMECULA
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
210515
11/3/2022
022888
ARAMARK SERVICES INC, DBA
RFRSHMNT SVCS: CITY HALL: PW
ARAMARK REFRESHMENT
RFRSHMNT SVCS: FOC: PW
210516
11/3/2022
023030
ARJONA, GLORIA
STTLMNT: BRAZILIAN & LATIN JAZZ:
10/21
210517
11/3/2022
021689
ASCENT ENVIRONMENTAL INC
Rendezvous Phase II PA20-1325 Initial
SEIR: TVH MASTER PLAN UPDATE: PA22
210518
11/3/2022
015592
BAMM PROMOTIONAL
STAFF UNIFORMS: INFO TECH
PRODUCTS INC
210519
11/3/2022
004262
BIO TOX LABORATORIES
PHLEBOTOMY SERVICES: TEM
SHERIFF
PHLEBOTOMY SERVICES: TEM SHERIFF
PHLEBOTOMY SERVICES: TEM SHERIFF
210520 11/3/2022 001323 BLUETRITON BRANDS INC, 9/23-10/22 WTR DLVRY SVC: TES POOL
DBA READYREFRESH
9/23-10/22 WTR DLVRY SVC: SKATE PAR
9/23-10/22 WTR DLVRY SVC: PBSP
9/23-10/22 WTR DLVRY SVCS: HARVEST(
210521 11/3/2022
011348 BONCOR WATER SYSTEMS
10/13-11/09 WTR FILTER: FIRE STA73
LLC, DBA SUNSHINE WATER
SOFT
210522 11/3/2022
004241 CALIF DEPT OF STATE
REMITTANCE OF AB1379 - QE SEP
ARCHITECT
2022
210523 11/3/2022
004241 CALIF DEPT OF STATE
REMITTANCE OF SB1186 - QE SEP
ARCHITECT
2022
210524 11/3/2022
021851 CALIF NEWSPAPERS
BID ADVRTSMT: REF:6922: PW16-01
PARTNERSHIP, DBA SO CALIF
NEWS GROUP
210525 11/3/2022
000152 CALIF PARKS AND
STAFF TRAINING: AQUATICS: TCSD
RECREATION SOC, C P R S
210526 11/3/2022
018828 CASC ENGINEERING AND,
ENGINEERING SVCS: NPDES
CONSULTING INC
SEP COMMERCIAL/IND'L INSPECTIONS:
210527 11/3/2022
022930 CCS SAN DIEGO JANITORIAL
AUG JANITORIAL SVCS: CITY
INC, DBACCS FACILITY
FACILITIES
SERVICES
AUG JANITORIAL SVCS: OTSF POLICE
OCT JANITORIAL SERVICES: CITY FACIL
SEPT JANITORIAL SVCS: CITY FACILITIE
SEPT JANITORIAL SVCS: OTSF POLICE
Amount Paid Check Total
69.98
144.17
361.85
1,002.50
14,976.50
34.13
1,850.77
456.75
2,046.48
17.39
11.30
126.41
14.85
330.00
224.00
0.30
4,960.80
200.00
390.00
4,602.00
25,297.34
616.04
25,297.34
25,297.34
616.04
214.15
361.85
15,979.00
34.13
4,354.00
169.95
330.00
224.00
0.30
4,960.80
200.00
4,992.00
77.124.10
Page:3
apChkLst
11/03/2022
3:06:04PM
Final Check List
CITY OF TEMECULA
Page: 4
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210528
11/3/2022
004462
CDW LLC, DBA CDW
SFP: TRAFFIC: INFO TECH
1,539.90
GOVERNMENT LLC
MISC SMALL TOOLS & EQUIP: IT
787.09
COMPUTER REPLACEMENT: INFO TECH
13,958.92
MISC SMALL TOOLS & EQUIP: IT
18.55
MISC SMALL TOOLS & EQUIP: INFO TECI
121.37
SURFACE ACCESSORIES: CODE ENF
414.71
MISC SMALL TOOLS & EQUIP:IT
239.08
MISC SMALL TOOLS & EQUIP:IT
-121.37
16,958.25
210529
11/3/2022
009640
CERTIFION CORP DBA
SEP ONLINE DATABASE SUBSCR:
200.00
200.00
ENTERSECT
POLICE
210530
11/3/2022
023111
CHOICES
REFUND: BALADJ FOR DISMISSAL
130.00
130.00
210531
11/3/2022
012627
CLEAR IMAGE ENTERPRISES
UTILITY BOX PRESSURE WASH: TVM:
2,030.00
2,030.00
INC, DBA:CLEAR IMAGE
TCSD
WINDOW CL
210532
11/3/2022
002945
CONSOLIDATED ELECTRICAL
8750-1022926
16.58
16.58
DIST
210533
11/3/2022
001264
COSTCO TEMECULA 491
MISC OFC SUPPLIES: THEATER
36.16
RFRSHMNTS: INFO TECH
73.07
109.23
210534
11/3/2022
004329
COSTCO TEMECULA 491
MISC SUPPLIES: SPEC EVENTS: TCSD
492.65
492.65
210535
11/3/2022
000165
FEDERAL EXPRESS INC
EXPRESS MAIL SVCS: FIRE DEPT
7.54
EXPRESS MAIL SVCS: PW16-01: CIP
4.95
12.49
210536
11/3/2022
003747
FINE ARTS NETWORK AKA
STTLMNT: HUNCHBACK OF NOTRE
16,335.17
16,335.17
THEATRE, CO AND BALLET
THEATER
210537
11/3/2022
000380
FIRST STUDENT CHARTER,
DAY CAMP TRANSP: CRC: TCSD
3,348.72
3,348.72
DBA FIRST STUDENT INC
210538
11/3/2022
018858
FRONTIER CALIFORNIA INC
SEPT INTERNET SVCS: CITY HALL
1,706.00
1,706.00
210539
11/3/2022
009608
GOLDEN VALLEY MUSIC
CLASSICS AT THE MERC: OCT
364.00
364.00
SOCIETY, DBA CA CHAMBER
ORCHESTRA
210540
11/3/2022
009950
EMPLOYEE #00423
REIMB: ADOBE MAX'22 CONF
1,393.19
1,393.19
210541
11/3/2022
000186
HANKS HARDWARE INC
MISC HDWR SUPPLIES: FIRE
260.01
260.01
STATIONS
Page:4
apChkLst
11/03/2022
3:06:04PM
Final Check List
CITY OF TEMECULA
Page: 5
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210542
11/3/2022
020698
HICKS AND HARTWICK INC
ENG PLAN CK SVCS: LAND DEV:
7,655.00
PRADO
ENG PLAN CK SVCS: LAND DEV: SOLAN,
7,577.50
ENG PLAN CK SVCS: LAND DEV: PRADO
3,060.00
18,292.50
210543
11/3/2022
001013
HINDERLITER DE LLAMAS &
JUL-SEPT SALES TAX & RECOVERY
3,234.54
3,234.54
ASSOC
SVCS
210544
11/3/2022
003198
HOME DEPOT
HRDWR SUPPLIES: PRKG GARAGE
483.80
483.80
210545
11/3/2022
003296
INTL CODE COUNCIL
CODE BOOKS: PREVENTION: FIRE
696.00
CODE BOOKS: PREVENTION: FIRE
1,746.63
2,442.63
210546
11/3/2022
021896
JP HANDMADE CORP, DBA
BUSINESS CARDS: INFO TECH
150.75
MINUTEMAN PRESS
MISC PRINTING SVCS: FINANCE
1,425.30
PRINTING SERVICES: CIP: PW
81.82
BUSINESS CARDS: PARKS: PW
81.82
1,739.69
210547
11/3/2022
004905
LIEBERT, CASSIDYAND
SEP HR LEGAL SVCS FOR
578.00
WHITMORE
TE060-00001
SEP HR LEGAL SVCS FOR TE060-00011
1,298.50
1,876.50
210548
11/3/2022
013982
M C I COMM SERVICE
SEP 7DK89878 X-0714 GEN USAGE
39.58
MALL PD
SEP 7DK90589 XXX-0346 GEN USAGE
37.63
SEP 7DK89878 XXX-0714 GEN USAGE M,
38.43
SEP 7DK90589 XXX-0346 GEN USAGE
36.54
152.18
210549
11/3/2022
003782
MAIN STREET SIGNS, DBA
VARIOUS SIGNS: PW STREETS
1,960.19
ATHACO INC
VARIOUS SIGNS: PW STREETS
947.23
2,907.42
210550
11/3/2022
001214
MORNINGSTAR PRODUCTIONS
WORKFORCE PGMS: EVENT
2,601.80
2,601.80
LLC
PRODUCTION
210551
11/3/2022
017148
OAKLEY SALES CORP
MOTOR GLASSES: TEM SHERIFF
112.23
112.23
210552
11/3/2022
003964
OFFICE DEPOT BUSINESS SVS
MISC OFC SUPPLIES: LAND DEV: PW
-9.99
DIV
MISC OFC SUPPLIES: TRAFFIC: PW
16.50
6.51
210553
11/3/2022
002297
OVERLAND PACIFIC & CUTLER
ACQUISITION SVCS: NICOLAS/CALLE
1,193.75
1,193.75
LLC
GIRASOL
210554
11/3/2022
022875
PAINT BODY VINYL
UTILITY BOX ART PROJECT: TVM:
9,927.00
9,927.00
&GRAPHICS INC, DBA FLEET
TCSD
REFINISHING
210555
11/3/2022
017720
PERPETUAL PARKS &
STEEL SWING HANGERS: RRSP
400.00
400.00
PLAYGROUNDS
Page:5
apChkLst Final Check List Page: 6
11/03/2022 3:06:04PM CITY OF TEMECULA
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
210556
11/3/2022
022736
POLAR ENGRAVING
ENGRAVING SVCS: PARKS
CORPORATION, DBA POLAR
ENGRAVING
210557
11/3/2022
010338
POOLAND ELECTRICAL,
SPLASH PAD CHEMICALS & PARTS:
PRODUCTS INC
PARKS
210558
11/3/2022
000254
PRESS ENTERPRISE
ACCT CLOSEOUT: SUPPORT SVCS
COMPANY INC
181108943:
210559
11/3/2022
019440
QUADIENT INC
POSTAGE FOR METER: TEM SHERIFF
210560
11/3/2022
009066
RADAR SHOP INC, THE
LIDAR/RADAR CALIBRATON SVCS:
TEM SHERIFF
210561
11/3/2022
016931
REACH SPORTS MARKETING
PLAYER LICENSE RENEWAL: TPL:
GROUP, DBA REACH
TCSD
210562
11/3/2022
022494
REVZILLA MOTORSPORTS LLC,
UNIFORM SUPPLIES: TEM SHERIFF
DBA REVZILLA.COM
210563
11/3/2022
000353
RIVERSIDE CO AUDITOR,
JUL'22 PRKG CITATION
CONTROLLER
ASSESSMENTS
SEP'22 PRKG CITATION ASSESSMENTS
MAR'22 PRKG CITATION ASSESSMENTS
JUN '22 PRKG CITATION ASSESSMENTS
AUG '22 PRKG CITATION ASSESSMENTS
APR'22 PRKG CITATION ASSESSMENTS
MAY'22 PRKG CITATION ASSESSMENTS
210564
11/3/2022
022715
RIVERSIDE CO PUBLIC
SEP EMERG RADIO RENTALS: CODE
SAFETY, ENTERPRISE
ENF
COMMUNICATION
210565
11/3/2022
017699
SARNOWSKI SHAWNA M
PHOTOGRAPHY SVCS: VFW: MPSC
PRESTON
210566
11/3/2022
022929
SCP DISTRIBUTORS LLC, DBA
MISC POOL SUPPLIES: AQUATICS
LINCOLN AQUATICS
MISC POOL SUPPLIES: AQUATICS
210567
11/3/2022
015364
SEASIDE ICE LLC, DBA ICE
SKATING RINK IN OLD TOWN: TCSD
AMERICA
210568
11/3/2022
020545
SOCIAL WORK ACTION GROUP
SEP HOMELESS/STREET OUTREACH:
TCSD
Amount Paid Check Total
165.00 165.00
473.18
473.18
60.59
60.59
250.00
250.00
1,116.00
1,116.00
728.00
728.00
358.26
358.26
4,080.00
4,423.00
5,073.00
3,928.00
4,811.50
4,791.00
4,395.50
31,502.00
271.84
271.84
200.00 200.00
248.80
219.06 467.86
37,155.00 37,155.00
29,537.65 29,537.65
Page6
apChkLst
11/03/2022
3:06:04PM
Final Check List
CITY OF TEMECULA
Page: 7
Bank:
union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210569
11/3/2022
000519
SOUTH COUNTY PEST
PEST CONTROL SVCS: TES
59.00
CONTROL INC
PEST CONTROL SVCS: WOLF CREEK PA
94.00
PEST CONTROL SVCS: BUTTERFIELD P/
94.00
PEST CONTROL SVCS: DUCK POND
49.00
PEST CONTROL SVCS: STA 73
124.00
PEST CONTROL SVCS: STA 84
124.00
PEST CONTROL SVCS: STA 92
124.00
PEST CONTROL SVCS: STA 12
124.00
PEST CONTROL SVCS: STA 95
124.00
PEST CONTROL SVCS: STA 73
68.00
PEST CONTROL SVCS: STA 92
42.00
1,026.00
210570
11/3/2022
000293
STADIUM PIZZA INC
RFRSHMNTS: HIGH HOPES: TCSD
85.64
85.64
210571
11/3/2022
017814
STC TRAFFIC INC
FIBER OPTIC COMM SYS UPGRADE:
5,935.00
5,935.00
P W 18-05
210572
11/3/2022
015648
STEIN ANDREW, DBA PARKINK
INSULATED THERMAL BAGS: TCSD
496.35
496.35
210573
11/3/2022
009061
STURDIVANT, ANGELA P
TCSD INSTRUCTOR EARNINGS
343.00
343.00
210574
11/3/2022
020911
T-MOBILE USA, INC.
GPS LOCATE: TEM SHERIFF
100.00
100.00
210575
11/3/2022
013474
TOWN & COUNTRY TOWING
MOTORCYCLE TOWING: TEM SHERIFF
75.00
75.00
210576
11/3/2022
005460
U S BANK
TRUSTEE ADMIN FEES: CFD 03-06
2,645.50
2,645.50
HARV II
210577
11/3/2022
020963
UPTOWN TEMECULAAUTO
SEP VEHICLE DETAILING SVCS: FIRE
95.00
SPA LLC
SEP VEHICLE DETAILING SVCS: PW PAR
15.00
SEP VEHICLE DETAILING SVCS: PW STF
5.00
SEP VEHICLE DETAILING SVCS: CIP: P\A
5.00
SEP VEHICLE DETAILING SVCS: PW PAR
20.00
SEP VEHICLE DETAILING SVCS: TCSD
10.00
150.00
210578
11/3/2022
014486
VERIZON WIRELESS
9/11-10/10:CELLULAR/BROADBAND:PD
557.30
557.30
210579
11/3/2022
001890
VORTEX INDUSTRIES INC
DOOR REPAIR: CIVIC CENTER: PW
1,923.96
GATE REPAIR: STA73: FIRE
720.00
BAY DOOR REPAIR: STA 92: FIRE
1,655.28
4,299.24
210580
11/3/2022
007987
WALMART
MISC SUPPLIES: CRC: TCSD
56.08
MISC SUPPLIES: THEATER HOSPITALITI
85.61
141.69
Page:?
apChkLst Final Check List Page: 8
11/03/2022 3:06:04PM CITY OF TEMECULA
Bank:
union UNION BANK
Check #
Date Vendor
210581
11/3/2022 020670 WEBB MUNICIPAL FINANCE
LLC
210582
11/3/2022 020193 WHITE CAP LP
(Continued)
Description
SPECIAL TAXADMIN: TCSD SRVC
LEVELS
MISC SUPPLIES: PARKS: PW
Amount Paid Check Total
10,083.38 10,083.38
137.76 137.76
Grand total for UNION BANK: 406,137.36
Page:8
apChkLst Final Check List Page: 9
11/03/2022 3:06:04PM CITY OF TEMECULA
96 checks in this report.
Grand Total All Checks: 406,137.36
Page9
apChkLst
Final Check List
Page: 1
11/09/2022
1:39:51PM
CITY OF TEMECULA
Bank: union UNION BANK
Check #
Date
Vendor
Description
Amount Paid
Check Total
14333
11/3/2022
000246
PERS (EMPLOYEES'
PERS RETIREMENT PAYMENT
139,270.58
139,270.58
RETIREMENT)
14346
10/11/2022
006887
UNION BANK OF CALIFORNIA
000747
AMERICAN PLANNING
MEMBERSHIP RENEWAL: PLAN
393.00
ASSOCIATION
COMMISSION
009612
BJS RESTAURANTS INC
RFRSHMNTS: PLAN COMMISSION MTG
230.20
007218
SWING INN CAFE
RFRSHMNTS: MTG: PLANNING 8/29
80.46
000747
AMERICAN PLANNING
CONFERENCE REGISTRATION:
675.00
ASSOCIATION
PLANNING
000747
AMERICAN PLANNING
CONFERENCE REGISTRATION:
675.00
2,053.66
ASSOCIATION
PLANNING
14479
10/18/2022
018098
ELITE CLAIMS MANAGEMENT
FUNDS FOR WORKERS COMP CLAIMS
40,000.00
40,000.00
INC
14481
11/9/2022
005460
U S BANK
INVESTMENT PURCHASE: FINANCE
6,000,000.00
6,000,000.00
14482
11/10/2022
010349
CALIF DEPT OF CHILD
SUPPORT PAYMENT PAYMENT
138.92
138.92
SUPPORT
14483
11/10/2022
017429
COBRAADVANTAGE INC, DBA
FSA REIMBURSEMENT PAYMENT
23,572.37
23,572.37
THE ADVANTAGE GROUP
14484
11/10/2022
021301
I C M A RETIREMENT -PLAN
ICMA- 401(A) RETIREMENT PLAN
384.62
384.62
106474
PAYMENT
14485
11/10/2022
000194
I C M A RETIREMENT -PLAN
ICMA-RC RETIREMENT TRUST 457
17,103.44
17,103.44
303355
PAYMENT
14486
11/10/2022
000444
INSTATAX (EDD)
STATE TAX PAYMENT
42,102.11
42,102.11
14487
11/10/2022
000283
INSTATAX (IRS)
FEDERAL TAX PAYMENT
124,070.26
124,070.26
14488
11/10/2022
001065
NATIONWIDE RETIREMENT
NATIONWIDE RETIREMENT PAYMENT
12,882.87
12,882.87
SOLUTION
14489
11/10/2022
019088
NATIONWIDE RETIREMENT
NATIONWIDE LOAN REPAYMENT
427.79
427.79
SOLUTION
PAYMENT
14490
11/10/2022
000389
NATIONWIDE RETIREMENT
OBRA- PROJECT RETIREMENT
4,373.80
4,373.80
SOLUTION
PAYMENT
Page:1
apChkLst Final Check List Page: 2
11/09/2022 1:39:51PM CITY OF TEMECULA
Bank: union UNION BANK
Check #
Date
Vendor
14491
11/10/2022
000245
PERS - HEALTH INSUR
PREMIUM
14493
11/3/2022
000283
INSTATAX (IRS)
210583
11/3/2022
023096
WINKLER, MARK
210584
11/9/2022
004594
2 HOT UNIFORMS INC
210585
11/9/2022
020247
ACCOUNT MANAGEMENT
SERVICES
210586
11/9/2022
003951
ALL AMERICAN ASPHALT
(Continued)
Description
PERS HEALTH PAYMENT
PERS HEALTH PAYMENT
FEDERAL TAX PAYMENT
ENG REFUNDABLE DEP: LD20-3942
UNIFORMS: TCC: FIRE DEPT
COLLECTION AGENCY FEES:
PALOMAR HOTEL
CONSTRUCTION CONTRACT SVCS:
PAVMT REHAB
Amount Paid Check Total
162,776.98
0.00 162, 776.98
3,427.08 3,427.08
3,000.00 3,000.00
329.98 329.98
135.00 135.00
519,175.00 519,175.00
210587 11/9/2022 010905 ALLIED TRAFFIC &
LIGHT TOWER RENTALS: HALLOWEEN
920.00
920.00
EQUIPMENT, RENTALS INC
210588 11/9/2022 007282 AMAZON CAPITAL SERVICES
SMALL TOOLS & EQUIP: RISK
384.38
INC
SMALL TOOLS & EQUIP: RISK
17.38
MISC OFC SUPPLIES: LAND DEV
4.65
406.41
210589 11/9/2022 004422 AMERICAN BATTERY
BATTERY PURCHASES: CIVIC CTR
77.23
77.23
CORPORATION, DBA
AMERICAN BATTERY SUP
210590 11/9/2022 000101 APPLE ONE INC
AUG TEMP HELP: PW
3,896.39
SEP TEMP HELP: PW
600.60
SEP TEMP HELP: FIRE DEPT
3,920.62
AUG TEMP HELP: FIRE DEPT
458.72
OCT TEMP HELP: COMM DEV
5,208.84
OCT TEMP HELP: FIRE DEPT
3,461.90
17,547.07
210591 11/9/2022 022888 ARAMARK SERVICES INC, DBA
RFRSHMNT SVCS: FOC: PW
39.90
ARAMARK REFRESHMENT
RFRSHMNT SVCS: CITY HALL: PW
792.70
832.60
210592 11/9/2022 011954 BAKER AND TAYLOR INC
BOOK COLLECTIONS: RHRTPL: TCSD
11.41
BOOK COLLECTIONS: RHRTPL: TCS
57.58
BOOK COLLECTIONS: RHRTPL: TCS
1,183.43
BOOK COLLECTIONS: RHRTPL: TCS
178.65
BOOK COLLECTIONS: RHRTPL: TCS
134.08
1,565.15
210593 11/9/2022 006254 BALLET FOLKLORICO, AKA
TCSD INSTRUCTOR EARNINGS
873.60
873.60
LORENA HANCOCK
210594 11/9/2022 022948 BRYANT, ROBERT
TCSD INSTRUCTOR EARNINGS
3,695.30
3,695.30
Paget
apChkLst
11/09/2022
1:39:51PM
Final Check List
CITY OF TEMECULA
Page: 3
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210595
11/9/2022
021851
CALIF NEWSPAPERS
LGL PUBS REF 8371/8374/8377:
1,857.42
1,857.42
PARTNERSHIP, DBASO CALIF
PLANNING
NEWS GROUP
210596
11/9/2022
009640
CERTIFION CORP DBA
OCT ONLINE DATABASE SUBSCR:
200.00
200.00
ENTERSECT
POLICE
210597
11/9/2022
005417
CINTAS PROTECTION NO 2,
FIRST AID KIT MAINT: RISK MGMT
338.70
CINTAS FIRE 636525
FIRST AID KIT MAINT: RISK MGMT
138.10
FIRST AID KIT MAINT: RISK MGMT
156.69
FIRST AID KIT MAINT: RISK MGMT
195.74
FIRST AID KIT MAINT: RISK MGMT
68.14
FIRST AID KIT MAINT: RISK MGMT
68.14
FIRST AID KIT MAINT: RISK MGMT
101.05
1,066.56
210598
11/9/2022
002945
CONSOLIDATED ELECTRICAL
ELECTRICAL SUPPLIES: CIVIC CTR
47.85
47.85
DIST
210599
11/9/2022
001264
COSTCO TEMECULA 491
MISC SUPPLIES: PLANNING COMM
168.85
MEETINGS
MISC SUPPLIES: CERT: FIRE
736.30
905.15
210600
11/9/2022
004329
COSTCO TEMECULA491
MISC SUPPLIES: TVM/ACE: TCSD
132.70
MISC SUPPLIES: SPEC EVENTS: TC
293.39
426.09
210601
11/9/2022
001233
DANS FEED AND SEED INC
MISC SUPPLIES: STREET MAINT: PW
25.50
25.50
210602
11/9/2022
012600
DAVID EVANS AND
OCT DSGN SVCS: DIAZ RD PROJ:
15,644.12
15,644.12
ASSOCIATES INC
PW17-25
210603
11/9/2022
023110
DISCRETE SOUNDS STUDIOS
ROCKTOBER RECORDING SESSION:
720.00
720.00
LLC
TCSD
210604
11/9/2022
021859
EXP US SERVICES INC
CONSULTANT SVCS: SANTA
8,479.41
8,479.41
GERTRUDIS CRK TRA
210605
11/9/2022
017432
EYEMED VISION CARE
VISION PLAN PAYMENT
1,817.55
1,817.55
210606
11/9/2022
000165
FEDERAL EXPRESS INC
EXPRESS MAIL SVCS: CITY CLERK
16.51
EXPRESS MAIL SVCS: CITY CLERK
34.30
EXPRESS MAIL SVCS: CIP: PW
7.54
58.35
210607
11/9/2022
003747
FINE ARTS NETWORK AKA
STTLMNT: CARRIE THE MUSICAL
6,091.24
6,091.24
THEATRE, CO AND BALLET
THEATER
210608
11/9/2022
002982
FRANCHISE TAX BOARD
SUPPORT PAYMENT
50.00
50.00
Page:3
apChkLst Final Check List Page: 4
11/09/2022 1:39:51PM CITY OF TEMECULA
Bank: union UNION BANK
Check # Date Vendor
210609 11/9/2022 000186 HANKS HARDWARE INC
210610
11/9/2022
003198
HOME DEPOT
210611
11/9/2022
003198
HOME DEPOT
(Continued)
Description
MISC MAINT SUPPLIES: PARKS: PW
MISC MAINT SUPPLIES: OLD TOWN
SMALL TOOLS AND EQUIP: TRAFFIC
MISC MAINT SUPPLIES: FOC
MISC MAINT SUPPLIES: IWTCM
MISC MAINT SUPPLIES: THEATER
MISC MAINT SUPPLIES: CRC
MISC MAINT SUPPLIES: LIBRARY
MISC MAINT SUPPLIES: AQUATICS
MISC MAINT SUPPLIES: TCC
EQUIPMENT/SUPPLIES: SPORTS: Ti
MISC MAINT SUPPLIES: TVM/ACE: T
SHELTER SHELVING EQUIPMENT: EOC
MISC SUPPLIES: STREET MAINT: PW
210612
11/9/2022
021896
JP HANDMADE CORP, DBA
BUSINESS CARDS: CODE
MINUTEMAN PRESS
ENFORCEMENT
210613
11/9/2022
001091
KEYSER MARSTON
ON CALL CONSULTANT SVCS:
ASSOCIATES INC
PLANNING
210614
11/9/2022
014772
LOTA, RAYMOND A
PHOTO BOOTH RENTALS: TCSD
210615
11/9/2022
004813
M AND J PAUL ENTERPRISES
JUMPER/GAME RENTALS: SPEC
INC, DBA JOLLY JUMPS
EVENTS
210616
11/9/2022
003782
MAIN STREET SIGNS, DBA
VARIOUS TRAFFIC SIGN EQUIPMENT:
ATHACO INC
PW
210617
11/9/2022
017427
MATCHETT, VIVIAN
TCSD INSTRUCTOR EARNINGS
210618
11/9/2022
018925
MEMORABLE BITES LLC, DBA
RFRSHMNTS: CERT CLASS TRAINING:
FIREHOUSE SUBS
FIRE
210619
11/9/2022
003076
MET LIFE INSURANCE
DENTAL HMO PAYMENT
COMPANY
210620
11/9/2022
000209
NUTRIEN AG SOLUTIONS INC
EQUIPMENT REPAIR: FIRE STA 92
EQUIPMENT REPAIR: STREET MAIN
210621
11/9/2022
017148
OAKLEY SALES CORP
MOTOR GLASSES: TEM SHERIFF
Amount Paid
2,183.59
171.94
302.44
58.50
231.35
37.33
2,676.60
54.38
23.84
51.86
136.36
26.32
1,984.27
593.25
196.07
5,052.50
750.00
6,545.00
1,540.07
218.40
1,271.40
14,062.81
233.42
35.88
112.24
Check Total
5,954.51
1,984.27
593.25
196.07
5,052.50
750.00
6,545.00
1,540.07
218.40
1,271.40
14,062.81
269.30
112.24
Page:4
apChkLst
11/09/2022
1:39:51PM
Final Check List
CITY OF TEMECULA
Page: 5
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210622
11/9/2022
003964
OFFICE DEPOT BUSINESS SVS MISC OFC SUPPLIES: TRAFFIC: PW
60.88
DIV
MISC OFC SUPPLIES: PW TRAFFIC
-6.51
MISC OFC SUPPLIES: TRAFFIC: PW
6.51
60.88
210623
11/9/2022
008447
PROAUTO COLLISION INC
AUTO BODY WORK: PW PARKS
1,429.57
1,429.57
210624
11/9/2022
020127
QUINN COMPANY
GENERATOR REPAIR: STA 92
8,023.13
GENERATOR REPAIR: LIBRARY
5,532.85
13,555.98
210625
11/9/2022
000907
RANCHO TEMECULA CAR
OCT CAR WASH SVCS: POLICE
23.99
23.99
WASH
210626
11/9/2022
010777
RIVERSIDE CO EXECUTIVE
OCT-DEC ANIMAL SHELTER
57,440.00
57,440.00
OFFICE
OPERATIONS
210627
11/9/2022
022715
RIVERSIDE CO PUBLIC
SEP EMERG RADIO RENTALS: POLICE
1,893.31
1,893.31
SAFETY, ENTERPRISE
COMMUNICATION
210628
11/9/2022
000406
RIVERSIDE CO SHERIFFS
O8/25-09/21 LAW ENFORCEMENT
2,553,973.91
2,553,973.91
DEPT
210629
11/9/2022
001365
RIVERSIDE, COUNTY OF,
JUL-SEP'22 VECTOR CNTRL SVC:
9,581.35
9,581.35
ENVIRONMENTAL HEALTH
CODE ENF
DEPT
210630
11/9/2022
023119
SANCHEZ, JULIO
REFUND: TINY TOTS PRE -KINDER
176.00
176.00
CLASS
210631
11/9/2022
017699
SARNOWSKI SHAWNA M
PHOTOGRAPHY SVCS: TEAM PACE:
225.00
PRESTON
HR
PHOTOGRAPHY SVCS: UTILITY BO>
200.00
PHOTOGRAPHY SVCS: CARNIVAL: l
400.00
PHOTO SVCS: FIRE FIRSTANNUAL
300.00
PHOTOGRAPHY SVCS: ROTARY: TC
200.00
PHOTOGRAPHY SVCS: CITY COUN(
225.00
PHOTOGRAPHY SVCS: CITY MGR
75.00
PHOTOGRAPHY SVCS: ROCKTOBEI
250.00
PHOTOGRAPHY SVCS: HIGH HOPE;
250.00
PHOTOGRAPHY SVCS: THEATER
650.00
2,775.00
210632
11/9/2022
021309
SB&O INC
ADATRANSITION PLAN: PW18-16: CIP
4,996.05
4,996.05
210633
11/9/2022
022929
SCP DISTRIBUTORS LLC, DBA
POOL EQUIPMENT: AQUATICS
505.07
505.07
LINCOLN AQUATICS
210634
11/9/2022
013695
SHRED -IT US JV LLC, DBA:
10/3-10/6 DOC SHRED SVCS: CITY
249.81
249.81
SHRED -IT USA LLC
FACS
Page:5
apChkLst
11/09/2022
1:39:51PM
Final Check List
CITY OF TEMECULA
Page: 6
Bank: union UNION BANK
(Continued)
Check #
Date
Vendor
Description
Amount Paid
Check Total
210635
11/9/2022
014818
SKYFIT TECH, INC.
FITNESS CENTER MAINT SVCS: RISK
195.00
195.00
210636
11/9/2022
020545
SOCIAL WORK ACTION GROUP
SEP HOMELESS/STREET OUTREACH:
7,562.13
7,562.13
TCSD
210637
11/9/2022
000519
SOUTH COUNTY PEST
PEST CONTROL SVCS: STA 95
80.00
CONTROL INC
BEE PEST CTRL SVCS: SIGNET SEF
94.00
EMERG PEST CTRL SVCS: MEADOV
94.00
EMERG PEST CTRL SVCS: TEMECU
94.00
PEST CONTROL SVCS: TVE2
56.00
BEE PEST CTRL SVCS: WOODCRE£
94.00
512.00
210638
11/9/2022
019250
ST FRANCIS ELECTRIC LLC
TRAFFIC SIGNAL MAINT: TRAFFIC: PW
2,049.84
2,049.84
210639
11/9/2022
007762
STANDARD INSURANCE
BASIC LIFE INSURANCE PAYMENT
10,656.46
10,656.46
COMPANY
210640
11/9/2022
012723
STANDARD INSURANCE
VOLUNTARY SUPP LIFE INSURANCE
1,243.38
1,243.38
COMPANY
PAYMENT
210641
11/9/2022
008337
STAPLES BUSINESS CREDIT
MISC OFC SUPPLIES: MALL
310.84
STOREFRONT
MISC OFC SUPPLIES: NPDES: PW
42.23
353.07
210642
11/9/2022
017814
STC TRAFFIC INC
PROF SVCS: HSIP CYCLE GRANT 11
52,000.00
52,000.00
APP
210643
11/9/2022
012789
STUART, JENNIFER SARAH
TCSD INSTRUCTOR EARNINGS
12,480.00
12,480.00
210644
11/9/2022
009061
STURDIVANT, ANGELA P
TCSD INSTRUCTOR EARNINGS
945.00
945.00
210645
11/9/2022
008164
SUN CITY GRANITE INC
PATH OF HONOR ENGRAVING: PARKS
4,077.00
4,077.00
210646
11/9/2022
008373
SUNBELT RENTALS INC
TOWER/POWER RENTALS: SPEC
864.42
864.42
EVENTS:TCSD
210647
11/9/2022
022473
TAND G GLOBAL LLC, DBA ST.
OLD TOWN CHRISTMAS TREE: TCSD
7,884.38
NICK'S
OLD TOWN CHRISTMAS TREE: TCSI
5,184.07
OLD TOWN CHRISTMAS TREE: TCSI
217.49
13,285.94
210648
11/9/2022
001547
TEAMSTERS LOCAL 911
UNION MEMBERSHIP DUES PAYMENT
4,655.96
4,655.96
210649
11/9/2022
005970
TEMECULA VALLEY
STTLMNT: DRACULA 10/28-10/30
1,246.79
1,246.79
PLAYHOUSE, DBA TEMECULA
VLY PLAYERS
Page:6
apChkLst Final Check List Page: 7
11/09/2022 1:39:51PM CITY OF TEMECULA
Bank: union UNION BANK (Continued)
Check # Date Vendor Description Amount Paid Check Total
210650 11/9/2022 009176 TICKET ENVELOPE COMPANY, WILL CALL ENVELOPES: THEATER 1,420.00 1,420.00
AKA CAROL MC CALLUM
210651 11/9/2022 020911 T-MOBILE USA, INC. GPS LOCATE: TEM SHERIFF 125.00 125.00
210652
11/9/2022
002452
TOP LINE INDUSTRIAL,
MISC SUPPLIES: STREET MAINT: PW
10.18
10.18
PRODUCTS, INC.
210653
11/9/2022
022939
TRANSPORTATION CHARTER
TRANSPORTATION: SUMMER PRGM:
4,524.51
4,524.51
SRVS
TCSD
210654
11/9/2022
020963
UPTOWN TEMECULAAUTO
SEP VEHICLE DETAILING SVCS: B&S
5.00
SPA LLC
SEP VEHICLE DETAILING SVCS: B&,
25.00
30.00
210655
11/9/2022
014850
VALLEY PRINTING SERVICES,
PRINTING SVC: CITY CLERK
6,356.13
6,356.13
INC.
210656
11/9/2022
001890
VORTEX INDUSTRIES INC
BAY DOOR REPAIR: FIRE STA 12
3,529.38
BAY DOOR REPAIR: FIRE STA 92
1,800.86
BAY DOOR REPAIR: FIRE STA 84
720.00
BAY DOOR REPAIR: FIRE STA 84
1,000.00
BAY DOOR REPAIR: FIRE STA 84
530.12
BAY DOOR REPAIR: FIRE STA 92
1,040.00
BAY DOOR REPAIR: FIRE STA 92
1,001.37
9,621.73
210657
11/9/2022
007987
WALMART
WORKFORCE PRGMS: SUPPLIES:
126.45
TCSD
MISC SUPPLIES: TVM: TCSD
88.87
SUPPLIES: AQUAITICS: TCSD
87.58
302.90
210658
11/9/2022
011213
WAVE WATERPARK, THE
EXCURSION: TEEN SUMMER DAY
583.10
583.10
CAMP
210659
11/9/2022
012343
WEST COAST PERFORMING,
STTLMNT: MOTOWN MANIA 10/28
15,018.29
15,018.29
ARTS PRESENTERS
210660
11/9/2022
000339
WEST PUBLISHING
OCT CLEAR SUBSCRIPTION: TEM
1,053.45
1,053.45
CORPORATION,
SHERIFF
DBA:THOMSON REUTERS
210661
11/9/2022
000621
WESTERN RIVERSIDE
FY22/23 AGENCY MEMBERSHIP DUES
13,424.45
13,424.45
COUNCIL OF, GOVERNMENTS
(WRCOG)
Grand total for UNION BANK: 10,008,338.53
Page:7
apChkLst Final Check List Page: 8
11/09/2022 1:39:51PM CITY OF TEMECULA
94 checks in this report.
Grand Total All Checks: 10,008,338.53
Page:8
apChkLst Trial Check List Page: 1
11/08/2022 2:56:32PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date
Vendor
Description
Amount Paid
Check Total
11/10/2022
000177
GLENNIES OFFICE PRODUCTS
MISC OFC SUPPLIES: BLDG & SAFETY
243.31
INC
MISC OFC SUPPLIES: BLDG & SAFE
191.69
MISC OFC SUPPLIES: FINANCE
110.51
MISC OFC SUPPLIES: PLANNING
34.60
580.11
11/10/2022
000482
LEIGHTON CONSULTING INC
GEOTECH & MATERIALS TESTING
950.40
SVS: PW18-11
MATERIALS TESTING SVCS: RRSP
405.75
1,356.15
11/10/2022
000820
WINCHAK KRIS R, DBA K R W &
10/7-10/17 ENG PLAN CK & RVW: LAND
3,080.00
3,080.00
ASSOCIATES
DEV
11/10/2022
000936
AMERICAN RED CROSS,
STAFF/LIFEGUARDS CERTS:
1,300.00
1,300.00
HEALTH AND SAFETY SVCS
AQUATICS
11/10/2022
000944
SWARCO MCCAIN INC
TRAFFIC SIGNAL PARTS: TRAFFIC: PW
999.74
999.74
11/10/2022
001282
KNORR SYSTEMS INC
MISC PARTS/SUPPLIES: AQUATICS
2,747.83
POOL OPERATOR COURSE: PUBLIC
2,200.00
MISC PARTS/SUPPLIES: AQUATICS
958.84
5,906.67
11/10/2022
002412
RICHARDS WATSON AND
SEP 2022 LEGAL SERVICES
8,842.00
GERSHON
SEP 2022 LEGAL SERVICES
1,327.50
SEP 2022 LEGAL SERVICES
59.00
SEP 2022 LEGAL SERVICES
42.00
10,270.50
11/10/2022
002577
ENGINEERING RESOURCES,
ENG CONSULT SVCS: OVERLAND:
1,005.60
1,005.60
OF SOUTHERN CALIF., INC.
PW20-11
11/10/2022
002800
PACIFIC STRIPING INC
CITYWIDE PAINTING OF TRAFFIC
224,802.50
224,802.50
STRIPING
11/10/2022
002925
NAPAAUTO PARTS
AUTO PARTS: STREET MAINT: PW
532.86
AUTO PARTS: STREET MAINT: PW
355.24
AUTO PARTS: STREET MAINT: PW
185.97
AUTO PARTS: STREET MAINT: PW
24.84
1,098.91
11/10/2022
003792
GRAINGER
SMALL TOOLS & EQUIPMENT: PARKS
296.12
AIR FILTERS: CITY HALL: PW
758.75
MAINTENANCE SUPPLIES: STREET;
105.99
1,160.86
11/10/2022
003849
TERRYBERRY COMPANY
EMPLOYEE SVC RECOGNITION: HR
71.11
71.11
11/10/2022
003945
DIAMOND ENVIRONMENTAL
RESTROOM RENTALS & MAINT SVCS:
8,220.00
SRVCS
CRC
PORTABLE RESTROOMS: RANCHO
2,303.80
PORTABLE RESTROOM SVCS: RRSI
1,911.12
TEMP RESTROOM SVCS: TES POOL
325.76
TEMPORARY FENCING: MCCABE C-
95.00
PORTABLE RESTROOMS: RANCHO
-1,892.40
10,963.28
Page:1
apChkLst Trial Check List Page: 2
11/08/2022 2:56:32PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
(Continued)
Check # Date Vendor
Description
Amount Paid
Check Total
11/10/2022 004043 MISSION ELECTRIC SUPPLY
ELECTRICAL SUPPLIES: PARKS: PW
1,038.61
INC
ELECTRICAL SUPPLIES: PARKS
558.15
MISC SUPPLIES: CHILDRENS MUSE
541.58
ELECTRICAL SUPPLIES: CIVIC CEN-
256.92
ELECTRICAL SUPPLIES: PARKS: P1A
191.18
ELECTRICAL SUPPLIES: FOUNTAIN
185.11
ELECTRICAL SUPPLIES: CIVIC CEN-
175.09
ELECTRICAL SUPPLIES: CIVIC CEN-
137.03
ELECTRICAL SUPPLIES: PARKS: PV\
35.41
CREDIT: OVERPAYMENT ON INVOIC
-1,747.83
1,371.25
11/10/2022 004192 DOWNS ENERGY FUEL
FUEL FOR CITY VEHICLES: FIRE DEPT
178.60
FUEL FOR CITY VEHICLES: CIP: PW
178.10
FUEL FOR CITY VEHICLES: LAND DI
164.34
FUEL FOR CITY VEHICLES: EOC
111.04
FUEL FOR CITY VEHICLES: CODE E
91.67
FUEL FOR CITY VEHICLES: PARKS:
1,845.09
FUEL FOR CITY VEHICLES: POLICE
195.66
FUEL FOR CITY VEHICLES: STREET
952.24
FUEL FOR CITY VEHICLES: TRAFFIC
651.86
FUEL FOR CITY VEHICLES: BLDG IN
303.57
FUEL FOR CITY VEHICLES: FIRE DE
286.37
FUEL FOR CITY VEHICLES: CIP: PW
231.39
FUEL FOR CITY VEHICLES: LAND DI
219.74
5,409.67
11/10/2022 004274 SAFE AND SECURE
LOCKSMITH SVCS: TVE2
52.47
LOCKSMITH SRVC
LOCKSMITH SVCS: CIVIC CTR
38.06
90.53
11/10/2022 004586 MOORE FENCE COMPANY INC
STAIRWELL FENCING: PD
6,140.67
6,140.67
STOREFRONT
11/10/2022 004951 MIKE'S PRECISION WELDING
WELDING SERVICES: CIVIC CENTER
440.00
INC
WELDING SVCS: PARKS: PW
150.00
590.00
11/10/2022 005075 PRUDENTIAL OVERALL
UNIFORM SVCS: PARK MAINT: PW
64.91
SUPPLY
UNIFORM SERVICES: PARK MAINTE
64.91
UNIFORM SVCS: PARK MAINT: PW
64.91
UNIFORM SVCS: STREET MAINT: PV
41.76
UNIFORM SERVICES: PW STREET K
41.76
UNIFORM SVCS: STREET MAINT: PV
41.76
FLOOR MATS/TOWEL RENTALS: SEI
23.15
FLOOR MATS/TOWEL RENTALS: FO,
9.70
FLOOR MATS/TOWEL RENTALS: FO,
9.70
FLOOR MATS/TOWEL RENTALS: FO,
9.70
FLOOR MATS/TOWEL RENTALS: JR(
8.28
380.54
11/10/2022 006250 HAZ MAT TRANS INC
HAZ MAT SVCS: PUMP CLARIFIER
3,981.91
3,981.91
Paget
apChkLst Trial Check List Page: 3
11/08/2022 2:56:32PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK (Continued)
Check # Date
Vendor
Description
Amount Paid
Check Total
11/10/2022
009374
ALLEGRO MUSICAL VENTURES
PIANO TUNING/MAINT: THEATER
280.00
280.00
DBA, ALLEGRO PIANO
SERVICE
11/10/2022
009746
SIGNS BY TOMORROW
CITYWIDE CLEAN-UP BANNER
63.56
63.56
PATCHES: PW
11/10/2022
010590
EMPLOYEE #00363
REIMB: OFFICE SUPPLIES: PW
61.98
61.98
11/10/2022
010650
CRAFTSMEN PLUMBING &
INSTALL DOOR ROLLERSHADES: CITY
2,920.00
2,920.00
HVAC INC
HALL
11/10/2022
011841
JOE RHODES MAINTENANCE,
FUEL PUMP MAINT: FIRE STATIONS
1,488.07
1,488.07
SERVICE INC
11/10/2022
012285
JOHNSTONE SUPPLY
PLUMBING SUPPLIES: WEST WING
1,301.01
PLUMBING SUPPLIES: PD STOREFF
229.61
PLUMBING SUPPLIES: PD STOREFF
213.32
1,743.94
11/10/2022
013443
MIDWEST TAPE LLC
BOOKS ON TAPE: LIBRARY
135.90
135.90
11/10/2022
013950
AQUA CHILL OF SAN DIEGO
OCT DRINKING WTR SYS MAINT: CIVIC
213.97
CTR
OCT DRINKING WTR SYS MAINT: SF
69.60
JUL DRINKING WTR SYS MAINT: HA
56.57
SEP DRINKING WTR SYS MAINT: HP
28.55
JUL DRINKING WTR SYS MAINT: TH
28.28
CREDIT: DBL BILLING FOR CIVIC CT
-213.97
183.00
11/10/2022
015966
ERGO SOLUTION INC
ERGONOMIC EVALUATION: RISK
500.00
500.00
11/10/2022
018147
WADDLETON, JEFFREY L.
DJ/MC SOUND SVCS: SPECIAL
525.00
EVENTS
DJ/MC SVCS: SCOOTER JAM: TCSD
525.00
1,050.00
11/10/2022
018675
MDG ASSOCIATES INC
AUG CDBG PRGMADMIN: PLANNING
7,621.38
SEP CDBG PRGM ADMIN: PLANNIN(
4,461.88
12,083.26
11/10/2022
019720
DIVERSIFIED WATERSCAPES
SEP WTR QUALITY MAINT:
7,430.00
7,430.00
INC
HARV/DUCK POND
11/10/2022
020275
WALLACE & ASSOC
ADD'L INSPEC SVCS: PW-LAND
23,166.00
CONSULTING LLC, ANSER
DEV/NPDES
ADVISORY MNGMT LLC
SEP CONSTRUCTION MGMT SVCS:
2,629.00
MISC PROJ INSP & OVERSIGHT: CIF
2,070.00
27,865.00
11/10/2022
020908
EMPLOYEE #00527
REIMB: CALPERS CONF 11/01-11/03
903.48
903.48
11/10/2022
021370
MARK THOMAS AND COMPANY
OCT DSGN CONSULTANT SVCS:
5,185.00
5,185.00
INC
CHERRY ST EXT
11/10/2022
021412
EIDE BAILLY LLP
JUNE FINANCIAL STMTAUDIT:
10,000.00
10,000.00
FIELDWORK
11/10/2022
021620
SIEMENS MOBILITY INC,
STREET LIGHT REMOVAL:
2,000.18
2,000.18
YUNEX LLC
REDHAWK/TIOGA
11/10/2022
021981
EMPLOYEE #00606
REIMB: CALPERS CONF
127.56
127.56
Page:3
apChkLst Trial Check List Page: 4
11/08/2022 2:56:32PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
(Continued)
Check # Date
Vendor
Description
Amount Paid
Check Total
11/10/2022
021998
OLD TOWN TIRE AND SERVICE VEHICLE MAINT: LAND DEV: PW
1,071.98
INC
CITY VEHICLE MAINT: TCC: FIRE
673.51
VEHICLE REPAIRS: PARKS: PW
651.79
VEHICLE REPAIRS: PARK MAINT: PV
340.68
VEHICLE REPAIRS: PARK MAINT: PV
315.86
VEHICLE MAINT: STREET MAINT: PV
58.96
VEHICLE REPAIRS: PARKS MAINT: F
47.66
VEHICLE MAINT: MPSC: TCSD
42.05
3,202.49
11/10/2022
022033
IE GENERAL ENGINEERING
CONSTN CONTRACT SVCS: RRSP:
127,673.83
127,673.83
INC
P W 18-03
11/10/2022
022056
IDETAIL SUPPLY CO
ENGINE MAINT SUPPLIES: FIRE STA 92
291.99
291.99
11/10/2022
022530
HINER, DOUGLAS, DOUGLAS
ADULT SOFTBALL OFFICIATING SVCS:
3,486.00
3,486.00
HINER UMPIRING
SPORTS
11/10/2022
022537
REFRIGERATION SUPPLIES,
MISC HVAC SUPPLIES: PRKG GARAGE
172.13
DISTRIBUTOR
MISC HVAC SUPPLIES: CIVIC CENT[
19.01
MISC HVAC SUPPLIES: FIRE STA84
10.11
201.25
Page:4
apChkLst Trial Check List Page: 5
11/08/2022 2:56:32PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
11/10/2022 022599 NIEVES LANDSCAPE INC
(Continued)
Description
Amount Paid Check Total
IRRIGATION REPAIRS: RRSP
109.93
IRRIGATION REPAIRS: HARVESTON
109.93
OCT LDSCP MAINT SVCS: PARKS: P
60,309.58
OCT LDSCP MAINT SVCS: FACILITIE
10,454.50
IRRIGATION REPAIRS: RRSP
7,012.62
OCT LDSCP MAINT SVCS: 1-15/79 S:
6,977.00
IRRIGATION REPAIRS: CALLE ARAG
137.10
IRRIGATION REPAIRS: HARVESTON
136.49
IRRIGATION REPAIRS: RANCHO HIG
113.63
IRRIGATION REPAIRS: CAMPOS VE[
113.52
IRRIGATION REPAIRS: RR LIBRARY
112.71
IRRIGATION REPAIRS: WOLF CREEL
169.35
IRRIGATION REPAIRS: VARI LOCATI,
164.11
IRRIGATION REPAIRS: TEMEKU HILI
163.16
IRRIGATION REPAIRS: MEADOWS
161.05
IRRIGATION REPAIR: TEM PKWY
154.03
IRRIGATION REPAIRS: VAIL RANCH
139.37
IRRIGATION REPAIRS: CROWN HILL
218.24
IRRIGATION REPAIRS: VAIL RANCH
2O5.07
IRRIGATION REPAIRS: DATE ST ME[
201.82
IRRIGATION REPAIRS: DAT ST MEDI
201.82
IRRIGATION REPAIRS: MIKE NAGGA
180.30
IRRIGATION REPAIRS: RED HAWK F
171.31
IRRIGATION REPAIRS: NICOLAS PAF
298.22
IRRIGATION REPAIRS: VARI LOCATI,
294.60
IRRIGATION REPAIRS: DUCK POND
251.41
Irrigation Repairs for Various Locations
243.97
IRRIGATION REPAIRS: VAIL RANCH
238.14
IRRIGATION REPAIRS: YNEZ MEDIAL
226.04
IRRIGATION REPAIRS: RIVERTON Pi
112.71
IRRIGATION REPAIRS: HARVESTON
109.93
Irrigation Repairs for Various Loc.-PW
332.34
Irrigation Repairs for Various Loc.-PW
327.29
IRRIGATION REPAIRS: VETERANS P
314.63
IRRIGATION REPAIRS: MEADOWS P
298.22
IRRIGATION REPAIRS: DUCK POND
420.00
IRRIGATION REPAIRS: MEDIANS
401.86
IRRIGATION REPAIRS: VARI LOCATI,
401.34
IRRIGATION REPAIRS: RED HAWK F
394.07
IRRIGATION REPAIRS: VAIL RANCH
361.25
IRRIGATION REPAIRS: HARVESTON
353.40
IRRIGATION REPAIRS: REDHAWK Pi
467.50
IRRIGATION REPAIRS: VARI LOCATI,
464.23
Irrigation Repairs for Various Locations
460.51
IRRIGATION REPAIR: VINTAGE HILL:
450.58
IRRIGATION REPAIRS: VARI LOCATI,
443.02
Page:5
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11/08/2022 2:56:32PM CITY OF TEMECULA
Bank: eunion EFT UNION BANK
Check # Date Vendor
(Continued)
Description
Amount Paid Check Total
IRRIGATION REPAIRS: HARVESTON
425.23
IRRIGATION REPAIRS: CAMPOS VEF
665.48
IRRIGATION REPAIRS: MEDIANS
618.66
Irrigation Repairs for Various Loc.-PW
579.06
IRRIGATION REPAIRS: VARI LOCATI,
568.74
IRRIGATION REPAIRS: HARVESTON
513.23
IRRIGATION REPAIRS: RRSP
499.59
IRRIGATION REPAIRS: PARKS: PW
1,959.75
LDSCP IMPROVE: REDHAWK MEDIP
1,895.00
LDSCP CLEANUP: MEDIANS: PW
1,365.00
LDSCP IMPROV: RIVERTON PARK: F
1,150.00
IRRIGATION REPAIRS: HARVESTON
735.81
IRRIGATION REPAIRS: VAIL RANCH
680.17
IRRIGATION REPAIRS: PARKS
2,738.71
LDSCP IMPROV: VAIL RANCH: PW
2,645.00
LDSCP IMPROVE: WOLF CREEK TRI
2,456.00
IRRIGATION REPAIRS: HARVESTON
344.97
IRRIGATION REPAIRS: PARKS: PW
2,395.93
IRRIGATION REPAIRS: PARKS: PW
2,152.15
IRRIGATION REPAIRS: MURRIETA CI
4,264.43
IRRIGATION REPAIRS: PARKS
3,582.65
IRRIGATION REPAIRS: MEDIANS
3,415.78
LDSCP CLEAN UP: MURR CRK TRAII
3,200.00
WEED ABATEMENT: PARKS
3,200.00
IRRIGATION REHAB: MIKE NAGGAR
2,856.91 140,290.15
Grand total for EFT UNION BANK: 629,726.64
Page:6
apChkLst Trial Check List Page: 7
11/08/2022 2:56:32PM CITY OF TEMECULA
44 checks in this report.
Grand Total All Checks: 629,726.64
Page:7
Item No. 4
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Jennifer Hennessy, Director of Finance
DATE: November 29, 2022
SUBJECT: Approve Financial Statements for the 4th Quarter Ended June 30, 2022
PREPARED BY: Jennifer Hennessy, Director of Finance
RECOMMENDATION: That the City Council:
1. Receive and file the financial statements for the 4th quarter ended June 30, 2022; and
2. Approve the following Fiscal Year 2021-22 appropriations:
a. City Manager Salaries & Wages (001.110.999.5100)
($80,000)
b. City Attorney Legal Services (001.130.999.5246)
$80,000
c. Operating Transfer Into General Fund (001.199.4090)
$84,681
d. Operating Transfer Out from SLESF Fund (160.199.999.5901)
$84,681
e. Insurance Fund Claims (300.199.999.5207)
$93,000
f. Facilities Fund Utilities (340.199.706.5240)
$83,000
3. Appropriate $2,000,000 of the year-end General Fund surplus to the Pension Trust
(PARS), in accordance with Budget Policy XII in Fiscal Year 2022-23.
BACKGROUND: The attached Financial Statements reflect the unaudited activity of
the City for the 4th Quarter Ended June 30, 2022.
FISCAL IMPACT:
None
ATTACHMENTS: City Fund Summaries
Alk
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 001 - GENERAL FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Taxes and Franchises
Property Tax
9,413,841
9,861,418
10,040,635
9,861,418
0
0.0%
Sales Tax
42,573,718
45,979,616
49,147,752
45,979,616
0
0.0%
Sales Tax Sharing Agreement
(1,216,873)
(1,277,716)
(1,306,605)
(1,277,716)
0
0.0%
Franchise Fees
3,724,781
3,738,356
3,681,119
3,738,356
0
0.0%
Transient Occupancy Tax
3,022,209
3,746,636
4,530,407
3,746,636
0
0.0%
Special Tax (Measure C)
1,892,962
1,872,624
1,817,297
1,872,624
0
0.0%
Licenses, Permits and Service Charges
Development Impact Fees
22,708
18,000
47,440
18,000
0
0.0%
Charges For Services
0
0
1,190
0
0
0.0%
Business Licenses
256,845
260,100
258,390
260,100
0
0.0%
Land Development
2,292,104
1,187,090
2,023,361
1,187,090
0
0.0%
Public Works
4,750
4,845
0
4,845
0
0.0%
Parks Maintenance
0
1,020
0
1,020
0
0.0%
Building
2,317,035
2,539,552
3,074,244
2,539,552
0
0.0%
Planning
631,350
802,486
640,803
802,486
0
0.0%
Police
45,227
47,000
93,805
47,000
0
0.0%
Fire
953,382
837,002
1,172,635
837,002
0
0.0%
Development Fees
164,698
211,470
341,599
211,470
0
0.0%
Fines and Forfeitures
Fines & Forfeitures
539,794
503,343
563,045
503,343
0
0.0%
Use of Money and Property
Investment Interest
(320,090)
72,500
(2,097,251)
72,500
0
0.0%
Lease/Rental Income
140,303
213,625
230,705
213,625
0
0.0%
Other
79,231
79,967
63,284
79,967
0
0.0%
Intergovernmental Revenues
Property Tax In Lieu Of VLF
8,798,060
9,194,656
9,195,968
9,194,656
0
0.0%
Vehicle License Fees
82,123
86,229
130,279
86,229
0
0.0%
Grants
3,500
0
16,508
0
0
0.0%
Reimbursements
Capital Improvement Program
2,196,284
2,290,748
2,656,349
2,290,748
0
0.0%
Pechanga IGA
688,803
352,363
368,219
352,363
0
0.0%
Other Reimbursements
302,830
670,460
386,475
670,460
0
0.0%
Operating Transfers In
Operating Transfers In
4,264,863
10,585,010
10,310,929
10,669,691
84,681
0.8%
Contribution From Measure S
5,944,780
6,266,670
6,266,670
6,266,670
0
0.0%
Miscellaneous
Miscellaneous
55,022
54,560
50,192
54,560
0
0.0%
Total Revenues and Other Sources
88,874,241
100,199,630
103,705,445
100,284,311
84,681
0.08%
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FUND: 001 - GENERAL FUND
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
2021-22
Year to Date
2021-22 Q4
% Change
2020-21 Current
Actuals
Revised
Requested from Current
Description Actuals Budget
6-30-2022
Budget
Adjustments Budget
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Internal Service Fund Allocations
Capital Outlay
Transfers
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
16,023,778
18,774,058
18,180,891
18,694,058
(80,000)
-0.43%
50,122,286
57,032,090
53,829,052
57,112,090
80,000
0.14%
5,152,670
6,210,068
6,011,184
6,210,068
0
0.0%
131,441
1,108,276
821,501
1,108,276
0
0.0%
4,733,575
14,080,421
14,080,420
14,080,421
0
0.0%
76,163,751
97,204,913
92,923,048
97,204,913
0
0.0%
12,710,490
2,994,716
10,782,396
3,079,397
84,681
2.83%
32,533,450
45,243,940
45,243,940
45,243,940
45,243,940
48,238,657
56,026,337
48,323,338
Fund Description
The General Fund is the main operating fund for the City of Temecula. It is used to account for all financial resources for the City that are not
restricted to a special purpose and otherwise required to be accounted for in another fund. The General fund provides the resources
necessary to sustain the day-to-day activities and pays for all administrative and operating expenditures.
Alk
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 002 - MEASURE S FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments Budget
Revenues by Source
Taxes and Franchises
Transactions And Use Tax
33,484,758
36,163,539
39,199,804
36,163,539
0 0.0%
Use of Money and Property
Investment Interest
40,650
69,000
(215,735)
69,000
0 0.0%
Total Revenues and Other Sources
33,525,409
36,232,539
38,984,069
36,232,539
0 0.0%
Expenditures by Category
Transfers
23,755,497
50,062,859
29,523,899
50,062,859
0 0.0%
Total Expenditures and Other Financing Uses
23,755,497
50,062,859
29,523,899
50,062,859
0 0.0%
Excess of Revenues Over (Under) Expenditures
9,769,912
(13,830,320)
9,460,170
(13,830,320)
0 0.0%
Fund Balance, Beginning of Year
15,445,691
25,215,603
25,215,603
25,215,603
Fund Balance, End of Year
25,215,603
11,385,283
34,675,773
11,385,283
Fund Description
Measure S, approved by the voters on November
8, 2016, established a one -cent
Transactions and Use Tax for the City. The measure was
approved based on the commitment to maintain
9-1-1 emergency
response times, prevent cuts to
local paramedic/police/fire protection,
school safety patrols, youth/after-school, senior
and disabled services; improve freeway interchanges/reduce traffic and provide for other
general services.
Alk
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 006 - FIRE FACILITY ACQUISITION FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Operating Transfers In
Operating Transfers In
0 1,500,000
1,500,000
1,500,000 0 0.0%
Total Revenues and Other Sources
0 1,500,000
1,500,000
1,500,000 0 0.0%
Excess of Revenues Over (Under) Expenditures
0 1,500,000
1,500,000
1,500,000 0 0.0%
Fund Balance, Beginning of Year
0
0
0
Fund Balance, End of Year
0 1,500,000
1,500,000
1,500,000
Fund Description
This fund was established to accumulate resources necessary to acquire property for a future Fire Station, construct new Fire Station or
refurbish existing Fire Stations.
Aft
The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 105 - NPDES IN LIEU FEES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Development Fees
0
0
1,943
0 0 0.0%
Use of Money and Property
Investment Interest
0
0
(3)
0 0 0.0%
Total Revenues and Other Sources
0
0
1,940
0 0 0.0%
Excess of Revenues Over (Under) Expenditures
0
0
1,940
0 0 0.0%
Fund Balance, Beginning of Year
0
0
0
0
Fund Balance, End of Year
0
0
1,940
0
Fund Description
This fund was established to account for the collection of In Lieu fees associated with the National Pollutant Discharge Elimination System
(NPDES).
Alk
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 106 - UPTOWN TEMECULA NEW STREETS IN -LIEU FEES
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Development Impact Fees
0
688,880
0
688,880
0
0.0%
Use of Money and Property
Investment Interest
2,674
6,600
(6,630)
6,600
0
0.0%
Total Revenues and Other Sources
2,674
695,480
(6,630)
695,480
0
0.0%
Expenditures by Category
Transfers
0
500,857
0
500,857
0
0.0%
Total Expenditures and Other Financing Uses
0
500,857
0
500,857
0
0.0%
Excess of Revenues Over (Under) Expenditures
2,674
194,623
(6,630)
194,623
0
0.0%
Fund Balance, Beginning of Year
892,717
895,391
895,391
895,391
Fund Balance, End of Year
895,391
1,090,014
888,761
1,090,014
Fund Description
This fund was established in conjunction with the adoption of the Uptown Temecula Specific Plan New Streets In -Lieu Fee. The Specific Plan
requires developers to dedicate right-of-way and construct new street improvements adjacent to or through their development sites.
Developers within the Specific Plan who cannot contribute right-of-way and/or build new streets will be charged a new streets in -lieu fee.
Alk
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 107 -CARES ACT
2021-22 Year to Date
2021-22 Q4
% Change
2020-21
Current Actuals
Revised
Requested
from Current
Description
Actuals
Budget 6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Intergovernmental Revenues
Grants
1,382,508
0
0 0
0
0.0%
Total Revenues and Other Sources
1,382,508
0
0 0
0
0.0%
Expenditures by Category
Transfers
1,382,508
0
0 0
0
0.0%
Total Expenditures and Other Financing Uses
1,382,508
0
0 0
0
0.0%
Excess of Revenues Over (Under) Expenditures
0
0
0 0
0
0.0%
Fund Balance, Beginning of Year
0
0
0 0
Fund Balance, End of Year
0
0
0 0
Fund Description
This fund was established to account for the receipt of Federal 2020 Coronavirus Aid Relief and Economic Security Act (CARES) funds
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 108 - ARPA
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Intergovernmental Revenues
Grants
0
7,039,754
7,039,754
7,039,754
0
0.0%
Total Revenues and Other Sources
0
7,039,754
7,039,754
7,039,754
0
0.0%
Expenditures by Category
Transfers
0
7,039,754
7,039,754
7,039,754
0
0.0%
Total Expenditures and Other Financing Uses
0
7,039,754
7,039,754
7,039,754
0
0.0%
Excess of Revenues Over (Under) Expenditures
0
0
0
0
0
0.0%
Fund Balance, Beginning of Year
0
0
0
Fund Balance, End of Year
0
0
0
0
Fund Description
This fund was established to account for the receipt of Federal 2021-22 American Rescue Plan Act (ARPA) funds
Alk
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 110 - COVID-19 PANDEMIC COMMUNITY REINVESTMENT PROGRAM
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Operating Transfers In
Operating Transfers In
0
7,040,000
7,040,000
7,040,000
0
0.0%
Total Revenues and Other Sources
0
7,040,000
7,040,000
7,040,000
0
0.0%
Expenditures by Category
Salaries & Benefits
0
20,395
5,106
20,395
0
0.0%
Transfers
0
4,000,000
0
4,000,000
0
0.0%
Total Expenditures and Other Financing Uses
0
4,020,395
5,106
4,020,395
0
0.0%
Excess of Revenues Over (Under) Expenditures
0
3,019,605
7,034,894
3,019,605
0
0.0%
Fund Balance, Beginning of Year
0
0
0
Fund Balance, End of Year
0
3,019,605
7,034,894
3,019,605
Fund Description
This fund was established in Fiscal Year 2021-22 to provide various community grants to support the local economy in its recovery from the
COVID-19 global pandemic. Available General Fund balance was transferred into this fund to establish this new program.
Alk
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 100 -GAS TAX FUND
2021-22 Year to Date
2021-22 Q4
% Change
2020-21 Current Actuals
Revised
Requested from Current
Description
Actuals Budget 6-30-2022
Budget
Adjustments Budget
Revenues by Source
Taxes and Franchises
Gas Tax
2,511,401 2,945,795 2,631,694
2,945,795
0 0.0%
Use of Money and Property
Investment Interest
1,768 0 7,035
0
0 0.0%
Total Revenues and Other Sources
2,513,170 2,945,795 2,638,730
2,945,795
0 0.0%
Expenditures by Category
Transfers
2,513,170 3,047,672 2,740,607
3,047,672
0 0.0%
Total Expenditures and Other Financing Uses
2,513,170 3,047,672 2,740,607
3,047,672
0 0.0%
Excess of Revenues Over (Under) Expenditures
0 (101,877) (101,877)
(101,877)
0 0.0%
Fund Balance, Beginning of Year
101,877 101,877 101,877
101,877
Fund Balance, End of Year
101,877 0 ()
0
Fund Description
This fund was established to account for the tax per
gallon on the purchase of motor vehicle fuel
imposed by the State of California. A portion
is allocated to the City of Temecula as specified in
the California Streets and Highways Code (SHC) (Sections 2013, 2105, 2107 and 2107.5).
Gas Tax monies are restricted to the repair, maintenance
and upkeep of City streets and roads, and the purchase of equipment used to
maintain roads.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 102 - ROAD MAINTENANCE REHABILITATION ACCOUNT (RMRA) FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Taxes and Franchises
Gas Tax
2,058,949
2,335,769
2,250,420
2,335,769
0
0.0%
Use of Money and Property
Investment Interest
4,692
14,250
(23,994)
14,250
0
0.0%
Total Revenues and Other Sources
2,063,640
2,350,019
2,226,427
2,350,019
0
0.0%
Expenditures by Category
Transfers
1,802,742
3,790,721
2,250,420
3,790,721
0
0.0%
Total Expenditures and Other Financing Uses
1,802,742
3,790,721
2,250,420
3,790,721
0
0.0%
Excess of Revenues Over (Under) Expenditures
260,898
(1,440,702)
(23,993)
(1,440,702)
0
0.0%
Fund Balance, Beginning of Year
1,324,432
1,585,330
1,585,330
1,585,330
Fund Balance, End of Year
1,585,330
144,628
1,561,337
144,628
Fund Description
This fund is to account for gasoline and vehicle registration taxes pursuant to the Road Repair and Accountability Act of 2017 (SB1 Beall).
Monies are collected by the State of California and allocated to local agencies for streets and roads projects and other transportation uses.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 103 - STREET MAINTENANCE FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Use of Money and Property
Investment Interest
3,953
10,800
(37,492)
10,800 0 0.0%
Operating Transfers In
Contribution From Measure S
2,000,000
2,000,000
2,000,000
2,000,000 0 0.0%
Total Revenues and Other Sources
2,003,953
2,010,800
1,962,508
2,010,800 0 0.0%
Excess of Revenues Over (Under) Expenditures
2,003,953
2,010,800
1,962,508
2,010,800 0 0.0%
Fund Balance, Beginning of Year
1,457,541
3,461,494
3,461,494
3,461,494
Fund Balance, End of Year
3,461,494
5,472,294
5,424,001
5,472,294
Fund Description
This fund was established to accumulate resources for the future replacement of streets and roads throughout the City.
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 120 - DEVELOPMENT IMPACT FEES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Development Impact Fees
2,046,369
3,782,168
2,445,390
3,782,168
0
0.0%
Quimby Fees
34,441
2,300,445
1,952,029
2,300,445
0
0.0%
Use of Money and Property
Investment Interest
7,648
22,000
(43,616)
22,000
0
0.0%
Total Revenues and Other Sources
2,088,459
6,104,613
4,353,803
6,104,613
0
0.0%
Expenditures by Category
Transfers
1,115,835
5,681,330
264,039
5,681,330
0
0.0%
Total Expenditures and Other Financing Uses
1,115,835
5,681,330
264,039
5,681,330
0
0.0%
Excess of Revenues Over (Under) Expenditures
972,624
423,283
4,089,764
423,283
0
0.0%
Fund Balance, Beginning of Year
2,592,355
3,564,979
3,564,979
3,564,979
Fund Balance, End of Year
3,564,979
3,988,262
7,654,743
3,988,262
Fund Description
This fund accounts for the development impact fees received as a result of development activity within the City. The fees are primarily used
to fund Capital Improvement Projects designed to mitigate the impacts of development projects.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 125 - PUBLIC EDUCATION & GOVERNMENT (PEG) FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Taxes and Franchises
Peg Fees
215,696
220,207
198,322
220,207
0
0.0%
Use of Money and Property
Investment Interest
1,277
3,300
(5,266)
3,300
0
0.0%
Total Revenues and Other Sources
216,973
223,507
193,057
223,507
0
0.0%
Expenditures by Category
Capital Outlay
21,122
265,000
106,045
265,000
0
0.0%
Total Expenditures and Other Financing Uses
21,122
265,000
106,045
265,000
0
0.0%
Excess of Revenues Over (Under) Expenditures
195,851
(41,493)
87,011
(41,493)
0
0.0%
Fund Balance, Beginning of Year
427,810
623,661
623,661
623,661
Fund Balance, End of Year
623,661
582,168
710,672
582,168
Fund Description
This fund was established to account for Public Education and Government (PEG) fees. Fees received from local cable operators for the sole
purpose of supporting the access facilities and activities within the City.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 140 - COMMUNITY DEV BLOCK GRANT FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Intergovernmental Revenues
Community Development Block Grant
63,909
1,951,752
646,010
1,951,752
0
0.0%
CDBG - CV GRANTS
0
329,000
329,000
329,000
0
0.0%
CDBG - CV2 GRANTS
0
836,934
125,182
836,934
0
0.0%
Operating Transfers In
Operating Transfers In
412,056
0
0
0
0
0.0%
Total Revenues and Other Sources
475,965
3,117,686
1,100,192
3,117,686
0
0.0%
Expenditures by Category
Salaries & Benefits
106,706
35,039
36,635
35,039
0
0.0%
Operations & Maintenance
464,058
1,066,710
317,891
1,066,710
0
0.0%
Transfers
124,248
1,334,971
354,159
1,334,971
0
0.0%
Total Expenditures and Other Financing Uses
695,013
2,436,719
708,685
2,436,719
0
0.0%
Excess of Revenues Over (Under) Expenditures
(219,048)
680,967
391,506
680,967
0
0.0%
Fund Balance, Beginning of Year
(63,909)
(282,957)
(282,957)
(282,957)
Fund Balance, End of Year
(282,957)
398,010
108,550
398,010
Fund Description
This fund was established to account for grants received from the U.S. Department of Housing and Urban Development (HUD). The grants are
used for the redevelopment of a viable community by providing decent housing, a suitable living environment, and for expanding
opportunities, principally for persons of low and moderate income.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 145 - TEMECULA ENERGY EFFICIENCY ASSET (TEAM) FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Use of Money and Property
Investment Interest
573
1,500
(6,210)
1,500
0
0.0%
Reimbursements
Other Reimbursements
640,755
0
0
0
0
0.0%
Total Revenues and Other Sources
641,328
1,500
(6,210)
1,500
0
0.0%
Expenditures by Category
Transfers
0
600,000
0
600,000
0
0.0%
Total Expenditures and Other Financing Uses
0
600,000
0
600,000
0
0.0%
Excess of Revenues Over (Under) Expenditures
641,328
(598,500)
(6,210)
(598,500)
0
0.0%
Fund Balance, Beginning of Year
198,410
839,738
839,738
839,738
Fund Balance, End of Year
839,738
241,238
833,528
241,238
Fund Description
This fund was established to capture energy efficiency rebates and reimbursements as well as expenditure savings resulting from energy
efficiency projects completed at various City facilities. Revenue collected in this fund will be utilized on future energy efficiency projects.
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 150 - AB 2766 MOTOR VEHICLE SUBVENTION FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Use of Money and Property
Investment Interest
(55) 315
(1,851) 315 0 0.0%
Intergovernmental Revenues
AB2766 Motor Vehicle Subvention
146,208 146,915
106,782 146,915 0 0.0%
Total Revenues and Other Sources
146,153 147,230
104,930 147,230 0 0.0%
Expenditures by Category
Operations & Maintenance
0 20,404
20,000 20,404 0 0.0%
Transfers
(10,934) 217,634
6,700 217,634 0 0.0%
Total Expenditures and Other Financing Uses
(10,934) 238,038
26,700 238,038 0 0.0%
Excess of Revenues Over (Under) Expenditures
157,087 (90,808)
78,230 (90,808) 0 0.0%
Fund Balance, Beginning of Year
15,214 172,301
172,301 172,301
Fund Balance, End of Year
172,301 81,493
250,531 81,493
Fund Description
This fund was established to account for subvention funds that are used to implement
programs and projects that reduce air pollution from
motor vehicles. AB2766 Funds are derived from a Motor Vehicle Registration fee surcharge. Local governments are allocated $1.60 for every
eligible vehicle registered within the South Coast Air
Quality Management District.
Funds are disbursed based on the City's population as a
percentage of the total population within the District. This fund is used for Capital
projects and the City's share of WRCOG's Clean Cities
Coalition.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 160 - SUPPLEMENTAL LAW ENFORCEMENT SERVICES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Use of Money and Property
Investment Interest
350
665
908
665
0
0.0%
Intergovernmental Revenues
SLESF Grant
365,455
279,185
277,001
279,185
0
0.0%
Total Revenues and Other Sources
365,806
279,850
277,909
279,850
0
0.0%
Expenditures by Category
Transfers
279,185
279,850
364,530
364,531
84,681
30.26%
Total Expenditures and Other Financing Uses
279,185
279,850
364,530
364,531
84,681
30.26%
Excess of Revenues Over (Under) Expenditures
86,621
0
(86,621)
(84,681)
(84,681)
-100.0%
Fund Balance, Beginning of Year
0
86,621
86,621
86,621
Fund Balance, End of Year
86,621
86,621
0
1,940
Fund Description
This fund was established to account for the Supplemental Law Enforcement Services grant monies from the State of California which are
provided to assist cities in delivering front line law enforcement services. These monies supplement existing services and may not be used to
supplant any existing funding for law enforcement services provided by the City.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 161 - TEMECULA MAJOR CRIMES REWARD FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Use of Money and Property
Investment Interest 83 200 (255) 200 0 0.0%
Total Revenues and Other Sources 83 200 (255) 200 0 0.0%
Expenditures by Category
Transfers 0 27,407 26,952 27,407 0 0.0%
Total Expenditures and Other Financing Uses 0 27,407 26,952 27,407 0 0.0%
Excess of Revenues Over (Under) Expenditures 83 (27,207) (27,207) (27,207) 0 0.0%
Fund Balance, Beginning of Year 27,124 27,207 27,207 27,207
Fund Balance, End of Year 27,207 () () ()
Fund Description
This fund was established to account for a reward for information that leads to the capture and conviction of the person(s) responsible for
the murder of Larry Robinson and Justin Triplett. The General Fund contributed $25,000 and the public can also contribute to this fund. The
fund was established in accordance with Resolution Nos. 13-25 and 15-37. In April of 2018, Council adopted Resolution No. 18-24 for the
continuation of the reward for an additional three years (to March 22, 2021) to assist the Sheriff in the investigation since no person has been
arrested for the Larry Robinson murder.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 165 - AFFORDABLE HOUSING FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Taxes and Franchises
Redevelopment Property Tax Fund Distribution
0
1,301,719
0
1,301,719
0
0.0%
Use of Money and Property
Investment Interest
5,883
14,000
(13,847)
14,000
0
0.0%
Lease/Rental Income
84,019
0
(14,301)
0
0
0.0%
Other
3,000
10,327,424
0
10,327,424
0
0.0%
Intergovernmental Revenues
Agency Trust Contribution
250,000
250,000
250,000
250,000
0
0.0%
Miscellaneous
Miscellaneous
38,869
0
0
0
0
0.0%
Total Revenues and Other Sources
381,771
11,893,143
221,852
11,893,143
0
0.0%
Expenditures by Category
Salaries & Benefits
225,918
244,801
240,712
244,801
0
0.0%
Operations & Maintenance
23,379
159,185
37,088
159,185
0
0.0%
Internal Service Fund Allocations
35,267
33,133
34,060
33,133
0
0.0%
Transfers
0
11,629,143
0
11,629,143
0
0.0%
Total Expenditures and Other Financing Uses
284,564
12,066,262
311,860
12,066,262
0
0.0%
Excess of Revenues Over (Under) Expenditures
97,207
(173,119)
(90,008)
(173,119)
0
0.0%
Fund Balance, Beginning of Year
11,957,411
12,054,618
12,054,618
12,054,618
Fund Balance, End of Year
12,054,618
11,881,500
11,964,611
11,881,500
Fund Description
The Affordable Housing fund contains the assets as well as loan and rental income which have been transferred to the City of Temecula from
the former Redevelopment Agency .
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 170 - MEASURE A FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Use of Money and Property
Investment Interest
20,949
53,500
(74,771)
53,500
0
0.0%
Intergovernmental Revenues
Measure A
3,969,257
4,167,720
4,141,441
4,167,720
0
0.0%
Total Revenues and Other Sources
3,990,206
4,221,220
4,066,670
4,221,220
0
0.0%
Expenditures by Category
Operations & Maintenance
2,157,646
2,612,630
1,599,339
2,612,630
0
0.0%
Transfers
143,600
7,57S,889
2,834,725
7,575,889
0
0.0%
Total Expenditures and Other Financing Uses
2,301,246
10,188,519
4,434,064
10,188,519
0
0.0%
Excess of Revenues Over (Under) Expenditures
1,688,960
(5,967,299)
(367,394)
(5,967,299)
0
0.0%
Fund Balance, Beginning of Year
7,741,676
9,430,636
9,430,636
9,430,636
Fund Balance, End of Year
9,430,636
3,463,337
9,063,242
3,463,337
Fund Description
This fund was established to account for the City's allocation of the County of Riverside's additional one-half percent sales tax for
transportation. These monies are restricted for use on local streets. In 2002, Measure A was extended by Riverside County voters. Measure
A will continue to fund transportation improvements through 2039.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 210 - CAPITAL IMPROVEMENT PROGRAM FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Development Impact Fees
1,025,835
3,487,378
124,952
3,487,378
0
0.0%
Quimby Fees
0
2,193,952
0
2,193,952
0
0.0%
Use of Money and Property
Investment Interest
75,560
0
(26,240)
0
0
0.0%
Intergovernmental Revenues
Grants
185,000
1,453,056
639,405
1,453,056
0
0.0%
AB2766 Motor Vehicle Subvention
0
217,634
6,700
217,634
0
0.0%
Reimbursements
Capital Improvement Program
5,274,760
173,033,558
0
173,033,558
0
0.0%
Pechanga IGA
0
5,000,000
5,000,000
5,000,000
0
0.0%
Other Reimbursements
1,081,255
1,122,897
2,586,537
1,122,897
0
0.0%
Operating Transfers In
Operating Transfers In
2,316,057
6,406,081
13,906,407
6,406,081
0
0.0%
Contribution From Measure S
5,233,125
28,886,909
8,347,949
28,886,909
0
0.0%
Total Revenues and Other Sources
15,191,593
221,801,465
30,585,710
221,801,465
0
0.0%
Expenditures by Category
CIP
16,435,915
221,801,464
33,303,470
221,801,464
0
0.0%
Total Expenditures and Other Financing Uses
16,435,915
221,801,464
33,303,470
221,801,464
0
0.0%
Excess of Revenues Over (Under) Expenditures
(1,244,322)
1
(2,717,760)
1
0
0.0%
Fund Balance, Beginning of Year
15,345,341
14,101,019
14,101,019
14,101,019
Fund Balance, End of Year
14,101,019
14,101,020
11,383,259
14,101,020
Fund Description
This fund was established to account for the City's Capital Improvement Program revenues and expenditures.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 300 - INSURANCE FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
974,037
1,174,010
1,380,637
1,174,010
0
0.0%
Use of Money and Property
Investment Interest
3,433
8,200
(9,398)
8,200
0
0.0%
Total Revenues and Other Sources
977,470
1,182,210
1,371,239
1,182,210
0
0.0%
Expenditures by Category
Salaries & Benefits
99,097
144,811
136,378
144,811
0
0.0%
Operations & Maintenance
877,714
1,152,464
1,201,915
1,245,464
93,000
8.07%
Uncategorized Expenses
(80,169)
0
51,742
0
0
0.0%
Total Expenditures and Other Financing Uses
896,642
1,297,275
1,390,035
1,390,275
93,000
7.17%
Excess of Revenues Over (Under) Expenditures
80,828
(115,065)
(18,795)
(208,065)
(93,000)
80.82%
Fund Balance, Beginning of Year
748,090
828,918
828,918
828,918
Fund Balance, End of Year
828,918
713,853
810,123
620,853
Fund Description
The Insurance Fund was established to account for
the City's liability and property
insurance costs. Fund Balance is a combination
of both
spendable and non spendable assets. These costs are allocated to each department based on the
total number of Full Time Equivalent
positions assigned to those departments. The City has a Self -Insured Retention (SIR)
of $150,000
per incident, and strives to maintain a fund
balance equal to three times the SIR.
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 305 - WORKERS' COMPENSATION FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Use of Money and Property
Investment Interest
7,044
16,700
(12,896)
16,700 0
0.0%
Total Revenues and Other Sources
7,044
16,700
(12,896)
16,700 0
0.0%
Expenditures by Category
Salaries & Benefits
81,428
109,355
120,869
109,355 0
0.0%
Operations & Maintenance
263,807
260,897
226,948
260,897 0
0.0%
Total Expenditures and Other Financing Uses
345,235
370,252
347,817
370,252 0
0.0%
Excess of Revenues Over (Under) Expenditures
(338,192)
(353,552)
(360,713)
(353,552) 0
0.0%
Fund Balance, Beginning of Year
2,376,525
2,038,333
2,038,333
2,038,333
Fund Balance, End of Year
2,038,333
1,684,781
1,677,621
1,684,781
Fund Description
The Workers' Compensation Fund was established in Fiscal
Year 2014-15 as the City
transitions to a self -insured status for Workers'
Compensation liabilities. Departments are charged based on each position allocated on a Full Time Equivalent basis, with a cost assigned to
each position based on job duties and potential for risk. The desired
Net Position for
this fund is $1.5 million, which represents three -times
the City's Self -Insured Retention amount of $500,000.
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Fiscal Year 2021-22
Quarterly Budget Report
FUND: 310 - VEHICLES AND EQUIPMENT FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
243,310
431,965
341,896
431,965
0
0.0%
Use of Money and Property
Investment Interest
5,276
12,100
(20,047)
12,100
0
0.0%
Operating Transfers In
Contribution From Measure S
500,000
500,000
500,000
500,000
0
0.0%
Total Revenues and Other Sources
748,586
944,065
821,849
944,065
0
0.0%
Expenditures by Category
Operations & Maintenance
275,623
0
376,267
0
0
0.0%
Capital Outlay
0
299,593
0
299,593
0
0.0%
Total Expenditures and Other Financing Uses
275,623
299,593
376,267
299,593
0
0.0%
Excess of Revenues Over (Under) Expenditures
472,963
644,472
445,582
644,472
0
0.0%
Fund Balance, Beginning of Year
3,800,749
4,273,712
4,273,712
4,273,712
Fund Balance, End of Year
4,273,712
4,918,185
4,719,294
4,918,185
Fund Description
The Vehicles and Equipment Fund was established to account for the
depreciation of vehicles and capital equipment over their
estimated
useful lives, and to accumulate resources for the purchase of future
replacement vehicles and equipment. Fund
Balance is a combination of
both spendable and non spendable assets. Departments are charged based on the replacement costs
for each asset benefitting
the
department.
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 320 - INFORMATION TECHNOLOGY FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
4,035,562
4,887,136
4,477,549
4,887,136
0
0.0%
Use of Money and Property
Investment Interest
4,693
7,100
(15,680)
7,100
0
0.0%
Reimbursements
Other Reimbursements
172
0
0
0
0
0.0%
Operating Transfers In
Contribution From Measure S
260,000
300,000
300,000
300,000
0
0.0%
Total Revenues and Other Sources
4,300,427
5,194,236
4,761,869
5,194,236
0
0.0%
Expenditures by Category
Salaries & Benefits
2,135,012
2,184,941
2,204,994
2,184,941
0
0.0%
Operations & Maintenance
1,967,566
3,164,774
2,410,863
3,164,774
0
0.0%
Internal Service Fund Allocations
2,660
2,660
2,660
2,660
0
0.0%
Capital Outlay
0
40,000
0
40,000
0
0.0%
Total Expenditures and Other Financing Uses
4,105,238
5,392,375
4,618,517
5,392,375
0
0.0%
Excess of Revenues Over (Under) Expenditures
195,189
(198,139)
143,352
(198,139)
0
0.0%
Fund Balance, Beginning of Year
1,110,473
1,305,662
1,305,662
1,305,662
Fund Balance, End of Year
1,305,662
1,107,524
1,449,014
1,107,524
Fund Description
The Information Technology Fund was established to fund and account for computer and telephone
system operating
and maintenance
expenses. Fund Balance is a combination of both spendable
and non spendable assets.
Adjustments
are made to Fund
Balance to include
additional spendable resources available for expenditure.
Departments are charged based on the number of electronic
devices assigned. The
Ronald H. Roberts Temecula Public Library facility is
charged directly
for all IT expenditures
and personnel costs related to the facility.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 325 - TECHNOLOGY REPLACEMENT FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
173,767
172,101
190,474
172,101
0
0.0%
Use of Money and Property
Investment Interest
3,624
8,300
(15,493)
8,300
0
0.0%
Operating Transfers In
Contribution From Measure S
500,000
500,000
500,000
500,000
0
0.0%
Total Revenues and Other Sources
677,391
680,401
674,981
680,401
0
0.0%
Expenditures by Category
Operations & Maintenance
276,849
0
264,356
0
0
0.0%
Capital Outlay
0
213,913
0
213,913
0
0.0%
Transfers
0
549,621
0
549,621
0
0.0%
Total Expenditures and Other Financing Uses
276,849
763,534
264,356
763,534
0
0.0%
Excess of Revenues Over (Under) Expenditures
400,542
(83,133)
410,625
(83,133)
0
0.0%
Fund Balance, Beginning of Year
1,660,004
2,060,546
2,060,546
2,060,546
Fund Balance, End of Year
2,060,546
1,977,413
2,471,172
1,977,413
Fund Description
The Technology Replacement Fund was established
in Fiscal Year 2014-15 in order to accumulate
resources for computer and telephone
equipment and software to fund future equipment
replacement. Fund
Balance is a combination of both spendable and non spendable
assets.
Contributions to this fund are made by departments
utilizing the assets in an amount
equivalent to the estimated
cost to replace
the item at
the end of its useful life.
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 330 - SUPPORT SERVICES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
261,669
389,608
336,771
389,608 0 0.0%
Use of Money and Property
Investment Interest
107
105
(301)
105 0 0.0%
Total Revenues and Other Sources
261,776
389,713
336,470
389,713 0 0.0%
Expenditures by Category
Salaries & Benefits
198,682
239,242
239,455
239,242 0 0.0%
Operations & Maintenance
61,773
150,366
97,617
150,366 0 0.0%
Total Expenditures and Other Financing Uses
260,4SS
389,608
337,072
389,608 0 0.0%
Excess of Revenues Over (Under) Expenditures
1,320
105
(602)
105 0 0.0%
Fund Balance, Beginning of Year
2,704
4,024
4,024
4,024
Fund Balance, End of Year
4,024
4,130
3,423
4,130
Fund Description
The Support Services Fund was established as a cost center for the City's central receptionist, duplicating,
printing, and mailing activities. It is
also used to depreciate all related copying and mailing
equipment over their useful lives,
and to accumulate resources for the purchase of
future equipment. Fund Balance is a combination of
both spendable
and non spendable assets. Departments are charged based on a count
of copies made in the previous fiscal year.
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The Heart of Southern California
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 335 - SUPPORT SERVICES REPLACEMENT FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
32,370
34,424
41,997
34,424
0
0.0%
Use of Money and Property
Investment Interest
1,107
2,600
(2,516)
2,600
0
0.0%
Total Revenues and Other Sources
33,477
37,024
39,481
37,024
0
0.0%
Expenditures by Category
Operations & Maintenance
50,412
0
54,403
0
0
0.0%
Capital Outlay
0
40,000
0
40,000
0
0.0%
Total Expenditures and Other Financing Uses
S0,412
40,000
S4,403
40,000
0
0.0%
Excess of Revenues Over (Under) Expenditures
(16,935)
(2,976)
(14,922)
(2,976)
0
0.0%
Fund Balance, Beginning of Year
421,259
404,324
404,324
404,324
Fund Balance, End of Year
404,324
401,348
389,402
401,348
Fund Description
The Support Services Replacement Fund was established to accumulate resources for the future replacement of the City's duplicating
equipment.
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 340 - FACILITIES FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
1,285,406
1,442,938
1,475,674
1,442,938
0
0.0%
Use of Money and Property
Investment Interest
1,501
960
(5,485)
960
0
0.0%
Reimbursements
Other Reimbursements
29,284
0
0
0
0
0.0%
Total Revenues and Other Sources
1,316,191
1,443,898
1,470,189
1,443,898
0
0.0%
Expenditures by Category
Salaries & Benefits
373,638
408,751
431,172
408,751
0
0.0%
Operations & Maintenance
939,660
1,035,584
1,049,988
1,118,584
83,000
8.01%
Total Expenditures and Other Financing Uses
1,313,298
1,444,335
1,481,160
1,527,335
83,000
5.75%
Excess of Revenues Over (Under) Expenditures
2,893
(437)
(10,971)
(83,437)
(83,000)
19,002.27%
Fund Balance, Beginning of Year
585,694
588,587
588,587
588,587
Fund Balance, End of Year
588,587
588,151
577,617
505,151
Fund Description
The Facilities Fund was established to account for the cost of the Civic Center, Former City Hall Facility, City Maintenance Facility, Field
Operations Center, and Civic Center Parking Structure operations and maintenance. Fund Balance is a combination of both spendable and
non spendable assets. Departments are charged based on square footage allotted as well as full time staff equivalents assigned.
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City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 350 - FACILITY REPLACEMENT FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Charges For Services
37,228
76,009
64,643
76,009
0
0.0%
Use of Money and Property
Investment Interest
687
3,400
(2,185)
3,400
0
0.0%
Operating Transfers In
Contribution From Measure S
500,000
660,000
660,000
660,000
0
0.0%
Total Revenues and Other Sources
537,915
739,409
722,458
739,409
0
0.0%
Expenditures by Category
Operations & Maintenance
64,323
0
105,338
0
0
0.0%
Capital Outlay
0
389,420
4,138
389,420
0
0.0%
Transfers
712,056
729,694
249,644
729,694
0
0.0%
Total Expenditures and Other Financing Uses
776,378
1,119,114
359,120
1,119,114
0
0.0%
Excess of Revenues Over (Under) Expenditures
(238,464)
(379,705)
363,338
(379,705)
0
0.0%
Fund Balance, Beginning of Year
621,233
382,769
382,769
382,769
Fund Balance, End of Year
382,769
3,064
746,107
3,064
Fund Description
The Facility Replacement Fund was established to accumulate resources for the future replacement of equipment, systems and fixtures
within City -owned facilities.
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Fiscal Year 2021-22
Quarterly Budget Report
FUND: 395 - 2018 FINANCING LEASE (CIVIC CENTER) FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Operating Transfers In
Operating Transfers In
Total Revenues and Other Sources
Expenditures by Category
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
2,077,767
1,962,107
1,962,107
1,962,107
0
0.0%
2,077,767
1,962,107
1,962,107
1,962,107
0
0.0%
2,077,767
1,962,107
1,962,107
1,962,107
0
0.0%
2,077,767
1,962,107
1,962,107
1,962,107
0
0.0%
0
()
0
()
0
0.0%
0 0 0 0
0 () 0 ()
This fund was established to account for the payment of interest and principal of the refunding of the 2001 and 2008 Certificates of
Participation (COPS). The 2001 COPS were originally issued to finance the construction of the Community Recreation Center and the 2008
COPs were originally issued to finance the construction of the Civic Center. In Fiscal Year 2018-19, the terms of the lease were refinanced,
lowering the interest rate from 3.75% to 3.42%. The term of the lease expires September 1, 2033.
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Fiscal Year 2021-22
Quarterly Budget Report
FUND: 396 - 2018 FINANCING LEASE (MRC) FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Operating Transfers In
Operating Transfers In
555,808
555,808
555,806
555,808
0
0.0%
Total Revenues and Other Sources
555,808
555,808
555,806
555,808
0
0.0%
Expenditures by Category
Operations & Maintenance
555,808
555,808
555,806
555,808
0
0.0%
Total Expenditures and Other Financing Uses
555,808
555,808
555,806
555,808
0
0.0%
Excess of Revenues Over (Under) Expenditures
0
()
0
()
0
0.0%
Fund Balance, Beginning of Year
0
0
()
Fund Balance, End of Year
0
()
()
Fund Description
This fund was established to account for the payments of interest and principal related to the financing of the rehabilitation of the Margarita
Recreation Center (MRC). The Lease Agreement, dated August 1, 2018, generated $6.5 million in proceeds at an interest rate of 3.42%. The
Term of the lease expires September 1, 2033,
Item No. 5
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick A. Thomas, Director of Public Works/City Engineer
DATE: November 29, 2022
SUBJECT: Approve Agreement for Minor Maintenance Services with Lawnscape Systems,
Inc., for Weed Abatement Maintenance Services for Fiscal Years 2023-2027
PREPARED BY: Julie Tarrant, Principal Management Analyst
Stacey Biddle, Management Assistant
RECOMMENDATION: That the City Council approve an agreement for minor maintenance
services with Lawnscape Systems, Inc., for weed abatement maintenance services for Fiscal Years
2023-2027, in the amount of $1,250,000.
BACKGROUND: On August 31, 2022, the Department of Public Works posted a
Request for Proposals (RFP) No. 268 on the City's online bidding service, Planet Bids, for Weed
Abatement Maintenance Services. Proposals were due on September 22, 2022, and we received a
total of two proposals in response to the advertisement.
A review panel was formed to provide a fair and comprehensive review of the two proposals, and
after a thorough evaluation and rating process, it was determined that the Lawnscape Systems, Inc.
was the highest ranked firm to provide the scope of services, as outlined in the RFP. Lawnscape
Systems, Inc., with over 43 years of experience in landscape maintenance and weed abatement
services, has an extensive resume of clientele including, various water districts and city agencies
located throughout Southern California, as well as Walt Disney Parks & Resorts, and ABC & NBC
Studios.
Staff recommends the approval of an agreement with Lawnscape Systems, Inc., for Weed
Abatement Services, in effect through June 30, 2027, in the amount of $1,250,000, unless
otherwise amended in the future.
FISCAL IMPACT: Adequate funds are available in the Department of Public Works,
Maintenance Division, Annual Operating Budget for Fiscal Year 2022-2023. Future annual budget
appropriations will be requested in each of the following fiscal years for the term of the agreement.
ATTACHMENTS: Agreement for Minor Maintenance Services
AGREEMENT FOR MINOR MAINTENANCE SERVICES BETWEEN
CITY OF TEMECULA AND LAWNSCAPE SYSTEMS, INC.
THIS AGREEMENT is made and effective as of November 29, 2022, between the City of
Temecula, a municipal corporation (hereinafter referred to as "City"), and Lawnscape Systems,
Inc., a Corporation (hereinafter referred to as "Contractor"). In consideration of the mutual
covenants and conditions set forth herein, the parties agree as follows:
TERM
This Agreement shall commence on November 29, 2022, and shall remain and continue
in effect until tasks described herein are completed, but in no event later than June 30, 2027,
unless sooner terminated pursuant to the provisions of this Agreement.
2. SCOPE OF WORK
Contractor shall perform all of the work described in the Scope of Work, attached hereto
and incorporated herein as Exhibit A. ("Work"), and shall provide and furnish all the labor,
materials, necessary tools, expendable equipment, and all utility and transportation services
required for the Work. All of said Work to be performed and materials to be furnished for the Work
shall be in strict accordance with the specifications set forth in the Scope of Work, Exhibit A.
3. PAYMENT
a. The City agrees to pay Contractor monthly, in accordance with the payment
rates and terms and the schedule of payment as set forth in Exhibit B, Payment Rates and
Schedule, attached hereto and incorporated herein by this reference as though set forth in full,
based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment
rates and schedule of payment, are null and void. This amount shall not exceed One Million,
Two Hundred Fifty Thousand Dollars ($1,250,000) for the total term of this agreement unless
additional payment is approved as provided in this Agreement.
b. Contractor shall not be compensated for any services rendered in
connection with its performance of this Agreement which are in addition to those set forth herein,
unless such additional services are authorized in advance and in writing by the City Manager.
Contractor shall be compensated for any additional services in the amounts and in the manner
as agreed to by City Manager and Contractor at the time City's written authorization is given to
Contractor for the performance of said services.
C. Contractor will submit invoices monthly for actual services performed.
Invoices shall be submitted between the first and fifteenth business day of each month, for
services provided in the previous month. Payment shall be made within thirty (30) days of receipt
of each invoice as to all non -disputed fees. If the City disputes any of Contractor's fees, it shall
give written notice to Contractor within thirty (30) days of receipt of an invoice of any disputed
fees set forth on the invoice. For all reimbursements authorized by this Agreement, Contractor
shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in such form as
approved by the Director of Finance.
08/06/2021
4. PERFORMANCE
Contractor shall faithfully and competently exercise the ordinary skill and competence of
members of their profession. Contractor shall employ all generally accepted standards and
practices utilized by persons engaged in providing similar services as are required of Contractor
hereunder in meeting its obligations under this Agreement.
5. CITY APPROVAL
All labor, materials, tools, equipment, and services shall be furnished and work performed
and r_.omplcted subject to the approval of City or its authorized representatives.
6. WAIVER OF CLAIMS
On or before making final request for payment under Paragraph 3 above, Contractor shall
submit to City, in writing, all claims for compensation under or arising out of this Agreement. I ne
acceptance by Contractor of the final payment shall constitute a waiver of all claims against City
under or arising out of this Agreement, except those previously made in writing and request for
payment. Contractor shall be required to execute an affidavit, release and indemnify Agreement
with each claim for payment.
7. PREVAILING WAGES
Pursuant to the provisions of Section 1773 of the Labor Code of the State of California,
the City Council has obtained the general prevailing rate of per diem wages and the general rate
for holiday and overtime work in this locality for each craft, classification, or type of workman
needed to execute this Agreement from the Director of the Department of Industrial Relations.
Copies may be obtained from the California Department of Industrial Relations Internet website
at http://www.dir.ca.Qov. Contractor shall provide a copy of prevailing wage rates to any staff or
sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor
shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5,
1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code,
Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or
portion thereof, for each laborer, worKer, or mechanic ernpiuyed, paid less ihai i if le si1puiaiuj
prevailing rates for any work done under this Agreement, by him or by any subcontractor under
him, in violation of the provisions of the Agreement. This project, work, or service will be subject
to compliance monitoring and enforcement by the Department of Industrial Relations (DIR)
pursuant to Labor Code Section 1771.4.
8. REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS
Registration with the Department of Industrial Relations (DIR) is mandatory as a condition
for bidding, providing certain services, and working on a public works project as specified in Labor
Code Section 1771.1(a). Contractor and any subcontractors must be registered with the
Department of Industrial Relations to be qualified to bid, or provide a proposal and/or time and
material quote or be listed in a bid, proposal or quote, subject to the requirements of Public
Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor
Code Section 1720 et seq., unless currently registered and qualified to perform public work
pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide
proof of registration with the DIR. For more information regarding registration with the Department
of Industrial Relations, refer to http://www.dir.ca.gov/Public-Works/Publ!cWorks.html
08/06/2021
9. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE
a. The City may at any time, for any reason, with or without cause, suspend
or terminate this Agreement, or any portion hereof, by serving upon the Contractor at least ten
(10) days prior written notice. Upon receipt of said notice, the Contractor shall immediately cease
all work under this Agreement, unless the notice provides otherwise. If the City suspends or
terminates a portion of this Agreement such suspension or termination shall not make void or
invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City
shall pay to Contractor the actual value of the work performed up to the time of termination,
provided that the work performed is of value to the City. Upon termination of the Agreement
pursuant to this Section, the Contractor will submit an invoice to the City, pursuant to Section
entitled "PAYMENT" herein.
10. DEFAULT OF CONTRACTOR
a. The Contractor's failure to comply with the provisions of this Agreement
shall constitute a default. In the event that Contractor is in default for cause under the terms of
this Agreement, City shall have no obligation or duty to continue compensating Contractor for any
work performed after the date of default and can terminate this Agreement immediately by written
notice to the Contractor. If such failure by the Contractor to make progress in the performance of
work hereunder arises out of causes beyond the Contractor's control, and without fault or
negligence of the Contractor, it shall not be considered a default.
b. If the City Manager or his delegate determines that the Contractor is in
default in the performance of any of the terms or conditions of this Agreement, it shall serve the
Contractor with written notice of the default. The Contractor shall have ten (10) days after service
upon it of said notice in which to cure the default by rendering a satisfactory performance. In the
event that the Contractor fails to cure its default within such period of time, the City shall have the
right, notwithstanding any other provision of this Agreement, to terminate this Agreement without
further notice and without prejudice to any other remedy to which it may be entitled at law, in
equity or under this Agreement.
11. INDEMNIFICATION
The Contractor agrees to defend, indemnify, protect and hold harmless the City of
Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula
Redevelopment Agency, its officers, officials, employees and volunteers from and against any
and all claims, demands, losses, defense costs or expenses, including attorney fees and expert
witness fees, or liability of any kind or nature which the City of Temecula, Temecula Community
Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, its
officers, agents, employees or volunteers may sustain or incur or which may be imposed upon
them for injury to or death of persons, or damage to property arising out of Contractor's negligent
or wrongful acts or omissions arising out of or in any way related to the performance or non-
performance of this Agreement, excepting only liability arising out of the negligence of the City of
Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula
Redevelopment Agency.
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12. INSURANCE REQUIREMENTS
Contractor shall procure and maintain for the duration of the contract insurance against
claims for injuries to persons or damages to property, which may arise from or in connection with
the performance of the work hereunder by the Contractor, its agents, representatives, or
employees.
a. Minimum Scope of Insurance. Coverage shall he at leapt ac hrroad as:
1) Insurance Services Office Commercial General Liability Form No.
00
CG 00 01 1 1 05 or cUU.
2) insurance Services Office Business Auto Coverage form CA 00 01
06 92 covering Automobile Liability, code 1 (any auto). If the Contractor owns no automobiles, a
non -owned auto endorsement to the General Liability policy described above is acceptable.
3) Worker's Compensation insurance as required by the State of
California and Employer's Liability Insurance. If the Contractor has no employees while
performing under this Agreement, worker's compensation insurance is not required, but
Contractor shall execute a declaration that it has no employees.
b. Minimum Limits of Insurance. Contractor shall maintain limits no less than:
1) General Liability: Two Million ($2,000,000) per occurrence for
bodily injury, personal injury and property damage. If Commercial General Liability Insurance or
other form with a general aggregate limit is used, either the general aggregate limit shall apply
separately to this project/location or the general aggregate limit shall be twice the required
occurrence limit.
2) Automobile Liability: One Million ($1,000,000) per accident for
bodily injury and property damage.
3) Worker's Compensation as required by the State of California;
Employer's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease.
C. Deductibles and Self -Insured Retentions. Any deductibles or self -insured
retentions shall not exceed Twenty Five Thousand Dollars and No Cents ($25,000).
d. Uther insurance Provisions. The generai iiabiRy and auiomobiie iiabiiity
policies are to contain, or be endorsed to contain, the following provisions:
1) The City of Temecula, the Temecula Community Services District,
the Successor Agency to the Temecula Redevelopment Agency, their officers, officials,
employees and volunteers are to be covered as insured's, as respects: liability arising out of
activities performed by or on behalf of the Contractor; products and completed operations of the
Contractor; premises owned, occupied or used by the Contractor; or automobiles owned, leased,
hired or borrowed by the Contractor. The coverage shall contain no special limitations on the
scope of protection afforded to the City of Temecula, the Temecula Community Services District,
and the Successor Agency to the Temecula Redevelopment Agency, their officers, officials,
employees or volunteers.
2) For any claims related to this project, the Contractor's insurance
coverage shall be primary insurance as respects the City of Temecula, the Temecula Community
Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers,
officials, employees and volunteers. Any insurance or self -insured maintained by the City of
Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula
Redevelopment Agency, its officers, officials, employees or volunteers shall be excess of the
Contractor's insurance and shall not contribute with it.
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3) Any failure to comply with reporting or other provisions of the
policies including breaches of warranties shall not affect coverage provided to the City of
Temecula, the Temecula Community Services District, the Successor Agency to the Temecula
Redevelopment Agency, their officers, officials, employees or volunteers.
4) The Contractor's insurance shall apply separately to each insured
against whom claim is made or suit is brought, except with respect to the limits of the insurer's
liability.
5) Each insurance policy required by this agreement shall be endorsed
to state: should the policy be canceled before the expiration date the issuing insurer will endeavor
to mail thirty (30) days' prior written notice to the City.
6) If insurance coverage is canceled or, reduced in coverage or in
limits the Contractor shall within two (2) business days of notice from insurer phone, fax, and/or
notify the City via certified mail, return receipt requested of the changes to or cancellation of the
policy.
e. Acceptability of Insurers. Insurance is to be placed with insurers with a
current A.M. Best rating of A-:VII or better, unless otherwise acceptable to the City. Self-insurance
shall not be considered to comply with these insurance requirements.
f. Verification of Coverage. Contractor shall furnish the City with original
endorsements effecting coverage required by this clause. The endorsements are to be signed
by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to
be on forms provided by the City. All endorsements are to be received and approved by the City
before work commences. As an alternative to the City 's forms, the Contractor's insurer may
provide complete, certified copies of all required insurance policies, including endorsements
affecting the coverage required by these specifications.
g. By executing this Agreement, Contractor hereby certifies:
I am aware of the provision of Section 3700 of the Labor
Code which requires every employer to be insured against
liability for Workman's Compensation or 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 of this Contract.
13. TIME OF THE ESSENCE
Time is of the essence in this Agreement.
14. INDEPENDENT CONTRACTOR
a. Contractor is and shall at all times remain as to the City a wholly
independent contractor. The personnel performing the services under this Agreement on behalf
of Contractor shall at all times be under Contractor's exclusive direction and control. Neither City
nor any of its officers, employees, agents, or volunteers shall have control over the conduct of
Contractor or any of Contractor's officers, employees, or agents except as set forth in this
Agreement. Contractor shall not at any time or in any manner represent that it or any of its officers,
employees or agents are in any manner officers, employees or agents of the City. Contractor
shall not incur or have the power to incur any debt, obligation or liability whatever against City, or
bind City in any manner.
08/06/2021
b. No employee benefits shall be available to Contractor in connection with
the performance of this Agreement. Except for the fees paid to Contractor as provided in the
Agreement, City shall not pay salaries, wages, or other compensation to Contractor for performing
services hereunder for City. City shall not he liable for compensation or indemnifiration to
Contractor for injury or sickness arising out of performing services hereunder.
15. LEGAL RESPONSIBILITIES
The Contractor shall keep itself informed of all local, State and Federal ordinances, laws
and regulations which in any manner affect those employed by it or in any way affect the
performance of its service pursuant to this Agreement. The Contractor shall at all times observe
and comply with all such ordinances, laws and regulations. The City, and its officers and
employees, shall not be liable at law or in equity occasioned by failure of the Contractor to comply
with this section.
16. CONTRACTOR'S INDEPENDENT INVESTIGATION
No plea of ignorance of conditions that exist or that may hereafter exist or of conditions of
difficulties that may be encountered in the execution of the work under this Agreement, as a result
of failure to make the necessary independent examinations and investigations, and no plea of
reliance on initial investigations or reports prepared by City for purposes of letting this Agreement
out to proposal will be accepted as an excuse for any failure or omission on the part of the
Contractor to fulfill in every detail all requirements of this Agreement. Nor will such reasons be
accepted as a basis for any claims whatsoever for extra compensation or for an extension of time.
17. PROHIBITED INTEREST
No officer, or employee of the City of Temecula that has participated in the development
of this agreement or its approval shall have any financial interest, direct or indirect, in this
Agreement, the proceeds thereof, the Contractor, or Contractor's sub -contractors for this project,
during his/her tenure or for one year thereafter. The Contractor hereby warrants and represents
to the City that no officer or employee of the City of Temecula that has participated in the
development of this agreement or its approval has any interest, whether contractual, non -
contractual, financial or otherwise, in this transaction, the proceeds thereof, or in the business of
the Contractor or Contractor's sub -contractors on this project. Contractor further agrees to notify
the City in the event any such interest is discovered whether or not such interest is prohibited by
law or this Agreement.
18. BOOKS AND RECORDS
Contractor's books, records, and plans or such part thereof as may be engaged in the
performance of this Agreement, shall at all reasonable times be subject to inspection and audit
by any authorized representative of the City.
19. UTILITY LOCATION
City acknowledges its responsibilities with respect to locating utility facilities pursuant to
California Government Code Section 4215.
O8/06/2021
20. REGIONAL NOTIFICATION CENTERS
Contractor agrees to contact the appropriate regional notification center in accordance
with Government Code Section 4215.
21. DISCRIMINATION
Contractor represents that it has not, and agrees that it will not, discriminate in its
employment practices on the basis of race, creed, religion, national origin, color, sex, age, or
handicap.
22. WRITTEN NOTICE
Any notices which either party may desire to give to the other party under this Agreement
must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable
document delivery service, such as but not limited to, Federal Express, that provides a receipt
showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage
prepaid, return receipt requested, addressed to the address of the party as set forth below or at
any other address as that party may later designate by Notice. Notice shall be effective upon
delivery to the addresses specified below or on the third business day following deposit with the
document delivery service or United States Mail as provided above.
Mailing Address: City of Temecula
Attn: City Manager
41000 Main Street
Temecula, CA 92590
To Contractor: Lawnscape Systems, Inc.
Attn: Carl Clifton
5215 State Street
Montclair, CA 91763
23. ASSIGNMENT
The Contractor shall not assign the performance of this Agreement, nor any part thereof,
nor any monies due hereunder, without prior written consent of the City. Upon termination of this
Agreement, Contractor's sole compensation shall be payment for actual services performed up
to, and including, the date of termination or as may be otherwise agreed to in writing between the
City Council and the Contractor.
24. LICENSES
At all times during the term of this Agreement, Contractor shall have in full force and effect,
all licenses required of it by law for the performance of the services described in this Agreement.
25. GOVERNING LAW
The City and Contractor understand and agree that the laws of the State of California shall
govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern
the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in
the municipal, superior, or federal district court with geographic jurisdiction over the City of
08/06/2021
Temecula. In the event such litigation is filed by one party against the other to enforce its rights
under this Agreement, the prevailing party, as determined by t-ie COUI S juuynierit, sndu ue
entitled to reasonable attorney fees and litigation expenses for the relief granted.
26. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the
obligations of the parties described in this Agreement. All prior or contemporaneous agreements,
understandings, representations and statements, oral or written, are merged into this Agreement
and shall be of no further force or effect. Each party is entering into this Agreement based solely
upon the representations set forth herein and upon each party's own independent investigation
of any and all facts such party deems material.
27- o oTun�eTLO TTOCYCd'l ITC TWIG wAd=RGEMGAl4
The person or persons executing this Agreement on uehaif of Contractor warrants and
represents that he or she has the authority to execute this Agreement on behalf of the Contractor
and has the authority to bind Contractor to the performance of its obligations hereunder. The City
Manager is authorized to enter into an amendment on behalf of the City to make the following
non -substantive modifications to the agreement: (a) name changes; (b) extension of time; (c)
non -monetary changes in scope of work; (d) agreement termination.
08/06/2021
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the
day and year first above written.
CITY OF TEMECULA
LAWNSCAPE SYSTEMS, INC.
(Two Signatures of corporate officers required unless corporate
documents authorize only one person to sign the agreement on
behalf of the corporation.)
By: By:
Matt Rahn, Mayor Carl Clifton, President
ATTEST:
By:
Randi Johl, City Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney
eyBy:
Richard Wills, Vice President
CONTRACTOR
Lawnscape Systems, Inc.
Attn: Carl Clifton
5215 State Street, Montclair, CA 91763 _
Ph.: 909-208-2200
Email: carl@lawnscape.com
City Purchasing Mgr.
Initials and Date:
.f::� t
O8/06/2021
EXHIBIT "A"
SCOPE OF WORK
rnntrnr_.tnr recnanizes and agrees that this Agreement is for the purpose of establishinq a
contractual relationship between the City of Temecula and the Contractor, for weed abatement
services, and a variety of general maintenance services to include, but not limited to, mowing,
sweeping, spraying, product/materiais, pest control, litter removal, and other/additional work as
requested by city staff/representative as necessary to meet City needs, at the various locations
upon real and personal property of the City. Work will also include maintenance services, and
emergency call -out services, as requested. The procedure for assigning work is set forth as
follows:
1. 1 he City Manager or his designee shall submit to Contractor a written "Request for
Work". The Request for Work shall include a description of the work to be completed, the time
for completion of the work, and the plans and specifications, if any, work.
2. Within five (5) business days of the date of the Request for Work, Contractor shall
respond in writing to the Request for Work and advise the City Manager whether it can perform
the work and specify the cost of material which will be required and the estimated cost of labor
and equipment necessary to complete the work in accordance with the labor and equipment rates
set forth in Exhibit "B" to this Agreement.
3. In the event emergency work is required, the City Manager may transmit the
Request for Work orally to the Contractor. As soon as practical following the emergency, the
Contractor and Director shall in good faith confirm in writing the scope of the emergency work
undertaken.
4. Upon acceptance of the Contractor's response by the City Manager, the Contractor
shall proceed with the work. The performance of the work shall be pursuant to the terms of this
Aareement.
A. Weed Abatement Maintenance Specification
Disking - Weed abatement by disking shall be accomplished by cultivating with
a double -throw disc at sufficient depth turning and loosening the soil, placing
all weeds under the soil surface. Disking is the plowing of weeds using
reasonable care so as to not disturb under/over ground utilities, destruction to
fencing, buildings, equipment, supplies or adjoining land, including fire due to
reckless/negligent of land. The requirement for the finished product shall be
clearance between the property that has the debris and other adjoining parcels
of land.
• Cross Disking - Where the nature of soil is such that it is not receptive to the
cutting edge of the disk the area shall be cross -disked to reduce the magnitude
of any exposed combustibles.
• Dust Control - It shall be the Contractor's sole responsibility to comply with
Federal, State and Local laws, Regulations and Ordinances including but not
limited to South Coast Air Quality Management Division (SCAQMD) Rule 403.
10
08/06/2021
B. Weed Control - Spraying
• The Contractor shall perform spraying on City properties to prevent weed
growth. Spraying shall consist of (1) use of a pre -emergent herbicide to
prevent weed growth during the growing season following application, and (2)
use of a systematic herbicide to kill regrowth and/or summer weeds. Soil
storylands may not be used unless directed by the City.
• It shall be the Contractor's responsibility to apply herbicides as necessary to
keep all properties appropriately free of weeds throughout the year. Weeds
shall not exceed a maximum two (2) inches in height. It is the Contractor's
responsibility to control summer weeds such as, but not limited to Russian
thistle, puncture vine, morning glory, anise, kikuyu grass, and Bermuda grass.
It is also the Contractor's responsibility to control perennial and/or woody plants
such as but not limited to: blackberry and coyote brush.
• It shall be the Contractor's responsibility to determine the most appropriate
times of the year to apply herbicides, fungicides, and pre -emergent.
• It is the Contractor's responsibility to independently monitor all contract areas
and perform touch-up spraying. Monitoring shall as a minimum include a
weekly physical inspection of spray areas. Touch-up spraying shall be
required at any time that weed growth occurs. The Contractor shall mow if
weed growth on sprayed lots exceeds 4" in height.
• The Contractor shall use the necessary equipment in order to accomplish the
work in a satisfactory manner. The Contractor shall arrange operations so that
the herbicides will not be distributed beyond the limit of property sprayed. The
Contractor shall apply the herbicides using nozzles and pressure necessary
for a proper application.
• The Contractor shall supply water for the chemical mix.
• The materials used by the Contractor must be of such composition and of
sufficient strength to kill weeds, but may not sterilize the soil for a period in
excess of one year following application.
• The chemicals used shall not be toxic or harmful in any manner to animals or
human beings when used in prescribed manner.
• The materials used shall not harm desirable vegetation such as trees of turf.
• The material used shall not be flammable or leave an oily residue that will
discolor or leave a slippery film on sidewalks and curbs.
• The City may at any time during the spraying operation take samples to check
materials being used. Upon request, the Contractor shall provide the City with
information regarding chemicals applied to specified location the Contractor
shall upon request provide the City with specimen labels of chemicals applied.
In the event the treatment is not effective, the Contractor will be required to
remove all growth from the area within the limits of the spray application.
■ The Contractor shall possess a California State QAL (Qualified Applicator
License) and a QAC (Qualified Applicator Certificate).
11
08/06/2021
C. Mowing
Mowing shall be performed as directed by the City, on City and private
property. Weeds will be mowed with a flair mower to a maximum height of 2".
It is the intention of this specification to provide for mulching as would be
furnished by a Flail Mower so that no grass or stubble shall exceed 2" in height.
Weeds shall be removed from against fences, trees, and other obstructions.
If the City determines that mowing practices er [lie condition of the weeds does
not provide adequate mulching, the Contractor is to remove the mulching
weeds.
The Contractor shall sweep sidewalks and roadways of plant material after
cutting to maintain a clean, neat condition.
D. Material
• The Contractor shall supply all new and replacement material for all new
construction or replacement necessary as per City Standard Construction
Drawings.
® All replacements, whether due to disease, pest infestation or Contractor
negligence shall be Contractor responsibility and considered part of the bid
item without separate payment made therefore.
• Fertilizers shall conform to the California Food and Agriculture Code.
• Commercial fertilizers shall be complete fertilizers furnishing the required
percentages of nitrogen, phosphoric acid, potash, and other necessary
micronutrients as needed to keep turf, and shrubs in a healthy and vigorous
growing condition.
Any tree stakes, tree ties, and/or guy wires needing replacement shall be
replaced with new materials as per the City Standard Specifications, at the
expense of the Contractor.
• All product/material used must be EPA approved and classified for Public
Safety and labeled for Right of Ways.
E. Pest Management
• All landscape areas shall be maintained free of disease and harmful insects
without compensation beyond the base bid.
The City of Temecula seeks to control pests without harming non -target
organisms, or negatively affecting air and water quality and public health. The
Contractor shall give reference to reasonably available non -pesticide alternatives
when conducting pest management activities on City property and public right-
of-ways.
Chemical controls should only be applied when monitoring indicates that
preventative and non -chemical methods are not keeping pests below acceptable
levels.
08/06/2021
• When pesticides are required, the least toxic and the least pesticide that will
provide adequate pest control is applied.
• Pesticides should not be applied on a prescheduled basis.
• The Contractor may employ Integrated Pest Management (IMP) practices when
controlling pests. IMP uses cultural, mechanical, physical, and biological control
methods before using pesticides.
F. Litter and Leaves
• Litter, trash, leaves, clippings, and other debris shall be removed from the work
sites two (2) times per week, or unless otherwise specified, more often to
maintain a neat and clean appearance.
• Green Waste must be properly recycled at an authorized transfer station or
composting facility. Litter that is recyclable must be recycled.
■ All excess material shall become the property of the Contractor to be legally
disposed of as Contractor sees fit. The City of Temecula will not reimburse the
Contractor for any fees incurred.
G. Sweeping Parking Lot
■ Parking lots are to be swept with an approved mechanical sweeper or manually
to a level comparable to that provided by a mechanical sweeper.
• Lots are to be kept free of debris, weeds and litter in order to maintain a neat
and clean appearance.
H. Public Safety
• The Contractor shall conduct maintenance operations with the least possible
obstruction to the public and to abutting property owners.
• No material or equipment shall be stored on City property. Any materials or
equipment brought to the site for use during any day shall be places where it
will not interfere with the free and safe passage of traffic and pedestrians. Such
materials and equipment shall be removed at the end of each day or when
maintenance operations are suspended for any reason.
16 If a hazardous condition is observed and the City notifies the Contractor either
directly or by telephone, the Contractor shall correct the condition immediately.
If the Contractor fails to correct the hazardous condition immediately, the City
reserves the rights to install or have installed the necessary lights, barricades,
etc. The cost involved shall be deducted from any money due or to become
due the Contractor.
• Full compliance with this section shall be considered as included in the contract
price paid and no separate payment will be made therefore.
13
08/06/2021
to Traffic Control
The Contractor shall adhere to all Cal -OSHA and Department of Transportation
standards and requirements and take all necessary safety precautions to
insure that maintenance work does not endanger the health and safety of the
public or cause hazards to the safety of landscape maintenance employees.
• Construction signs, lights, oarricades, etc. shall confornn to the latest revision
of the Manual of Uniform Traffic Control Devices, California Department of
Transportation, (Caltrans MOTCD).
= Traffic lanes shall be kept open at all times except when maintenance work
may require temporary closing of the lane immediately adjacent to the work
area. At no time shall there be less than one traffic lane open in each direction.
The Contractor shall minimize closing of traffic lanes by parking maintenance
vehicles for loading and unloading of materials and landscape maintenance
equipment in the left hand turn lane(s) at the beginning of the median taper.
Appropriate safety devices such as traffic cones, warning signs, early warning
safety directional boards and/or barricades shall still be used as required.
■ Whenever the Contractor's operations create a condition hazardous to the
traffic or to the public, the Contractor shall, without cost to the City, furnish,
erect and maintain such barricades, lights, signs and other devices and take
such other precautions as are necessary to prevent damage or accidents or
injury to the public and the Contractor's employees.
■ The Contractor shall also furnish such flagmen as are necessary to give
adequate warning to traffic or to the public of and dangerous condition to the
public. All flagging costs shall be born solely by the Contractor.
• It is the Contractor's responsibility to provide for the safety of traffic and the
public. This includes responsibility to inspect, and identify conditions that
render any portions of the jobsite unsafe.
T L, .. n:a.. .. L...II Le .,..�ifi.,.� i r,.�i�4nly r.f �nL I in nnf rnn!'ii4innc +h�i ronl liroc
1 Ile IJIL�I JIIQII LJG 1IV LIIlGV 11il1ilL.r LAlu Lv ly vl -1r -1-le vv... ay.... .. .... vMn.. ...+
major correction.
■ The Contractor shall be responsible for making minor corrections, including,
but not limited to: filling holes in turf areas and paving, using barricades of traffic
cones to alert the public to the existence of hazards, and replacing valve box
covers.
• Pedestrian travel shall be maintained at all times both sides of all streets where
work as part of this contract is being performed.
All temporary pedestrian walkways shall be at least four (4) feet wide and fully
accessible to handicapped pedestrians.
• In all cases, pedestrian walkways shall be separated from vehicular traffic by
a clear area of at least six (6) feet.
• Night work/spraying along major arterials may be performed at night no
additional cost to the City.
14
08/06/2021
J. Fuel Conservation and Low Emission Equipment
• The Contractor shall implement strategies in work operations to reduce fossil
fuel consumption and emissions such as: use hand powered equipment when
possible; minimize use of gas -powered blowers; select the smallest, most fuel -
efficient equipment to accomplish the work; consider vehicles that operate on
natural gas or biodiesel; maintain equipment properly and keep it well -tuned;
and emphasize employee carpooling to jobsites.
K. Use Local Products and Supplies
• The Contractor shall use local products and supplies to the extent possible to
minimize fuel consumption and emissions.
L. Equipment Refueling and Repair
• The Contractor shall refuel and repair equipment in a safe manner to protect
against accidental spills.
• Limit refueling to specific and limited areas on a site.
• Measures shall be taken to prevent, control, and clean-up spills.
• Clean-up shall be immediate, automatic and routine, and performed by a
trained staff member or a licensed cleaning company.
Contact the local emergency response team agencies to report all minor or
major spills.
• Contractor shall be aware of and abide by Spare -the Air Day fueling advisories.
M. Other Requirements
• Licensed personnel for any applications for tree spraying along public right -of
ways.
• Vegetation and trash maintenance with City channels, (V-ditches maintain by
City).
• Some applications must be performed at night during grave yard hours at no
extra charge.
• Licensed personnel for field rodent control with public tight -of ways.
• Maintenance of City's vacant lots.
■ Provide 24-hours emergency service, within two (2) hours response time.
N. Other extra and/or additional work as requested by city staff/representative
necessary to meet City needs.
15
08/06/2021
EXHIBIT "B"
PAYMENT RATES AND SCHEDULE
Services shall be as per Contractors submitted proposal as outlined in Exhibit A, but in no event
shall the total cost of services exceed $1,250,000 for the total term of the Agreement, unless
additional payment is approved as provided by the Payment section of this Agreement.
M_. ..v _�a 1-)-. 4... .1 i h n i+f nh f;o 1 v^nr in nnn r 4-- � 41, +ho
Payl I e t Rates may Ilay uG adjusted at the begin beginning O Ko %A 1 11 ��QIi ya..u1 a u� air uui w� vnu i u I.
changes in the Consumer Price Index (CPI) for all Urban Consumers for the Riverside -San
Bernardino -Ontario Core Based Statistical Area using the most recently published month annual
percentage change.
Labor Breakdown - Fully Burdened
Common Labor
$75.00
Per hour
Spray Technician Labor
Equiprnerll Operator
$95.00
Per Hour
$116,00
Per Hour
Water Truck operator
$116.00
Per Hour
Supervisor
$125.00
Per Hour
Emergency/Off Hour Response
$115.00
Per Hour
Equipment breakdown - Fully Burdened
Tractor with Implements
$960.00
Per Day
Spray Equipment
$500A0
Per Day
Disc
$960.00
Per Day
Mower
$960.00
Per Day
Other; Water Truck - 2,000 Galion
$600A0
Per Day
Other Additional Work - Fully Burdened
Right of Way Spraying -13' foot wide) Post Emergent Only
$110.00
Per Mile
Right of Way Spraying - (3' foot wide) Pre -Emergent Only
$78.00
Per Mile
Right of Way Spraying - (3' foot wide) Both Post & Pre -Emergent
$137.00
Per Mile
:Spraying of Herbicides - Post Emergent Only
$408.00
Per Acre
Spraying of Herbicides - Pre -Emergent Only
$346.00
Per Acre
.Spraying of Herbicides -Both Post & Pre -Emergent
$470.00
Per Acre
Rough Mowing
$325.00
Per Acre
i- and WC
Ir;nn nn
Oar Arra
Herbicide - Post Emergent only
$408.00
Per Acre
Herbicide - Pre -Emergent only
$318.()c
Per Acre
Herbicide - Both Post & Pre -emergent
$470.00
Per Acre
Time & Materials hate for Spraying Herbicides - Post Emergent Only
$3,200.00
Per Day
Time & Materials Rate for Spraying Herbicides - Pre -Emergent Only
$2,800.00
Per Day
'Time & Materials state for spraying Herbicides - Both Post & Pre -Emergent
$3,700,00
Per, clay
Time & Materials Rate for Ground Squirrel Control
$195.00
Per Hour
Dated:
Signature of Authorized Representative
Print Name and Title
" Fully Burdened includes costs for Prevailing Wages, Equipment, Materials, Fuel, Insurance, Taxes, G&A, Profit, Etc.
16
08/06/2021
Item No. 6
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works/City Engineer
DATE: November 29, 2022
SUBJECT: Award Construction Contract to Makelele Systems Landscape & Maintenance
Inc. for the Recycled Water Accelerated Retrofit Program, Project No. PW21-04
PREPARED BY: Amer Attar, Engineering Manager
Stacy Fox, Parks and Landscape Maintenance Superintendent
RECOMMENDATION: That the City Council:
1. Award a construction contract to Makelele Systems Landscape & Maintenance Inc., in
the amount of $89,120 for the Recycled Water Accelerated Retrofit Program, Project
No. PW21-04; and
2. Authorize the City Manager to approve construction change orders up to $8,912, which
is equal to 10% of the Contract amount; and
3. Make a finding that the Recycled Water Accelerated Retrofit Program, Project No.
PW21-04 is exempt from Multiple Species Habitat Conservation Plan (MSHCP) fees.
BACKGROUND: On June 26, 2021, the City signed a Notice of Intent (NOI) to
participate in Rancho California Water Districts (RCWD) Recycled Water Accelerated Retrofit
Program. The execution of this NOI allows the City to proceed in preparing the on -site irrigation
design for each potable water meter site, and to complete the retrofit of each properties existing
potable water irrigation systems to more efficient systems approved for distributing recycled water.
The three approved sites are:
1. Kent Hintergardt Park - 31465 Via Cordoba water service meter # 08766868
2. Kent Hintergardt Park - 31465 Via Cordoba water service meter # 11436585
3. Service Level C Zone 13 - Presley/Bridlevail water service meter # 09133915
The Recycled Water Accelerated Retrofit Program will convert the three sites within the City of
Temecula from existing potable -water irrigation systems to an approved system for distributing
recycled water to the landscaped areas. The project tasks include, project management, labor
compliance, progress reports, design and engineering, CEQA Compliance, permitting, contract
and construction administration, performance testing, project monitoring, and deliverables. The
project will reduce potable water demand through increased recycle water use and improve energy
efficiencies.
On August 23, 2022, the City Council approved the plans and specifications and authorized the
Department of Public Works to solicit construction bids for the project.
On September 23, 2022, the construction phase of work was publicly advertised for bids and on
October 13, 2022, three bids were electronically opened and publicly posted on the City's online
bidding services, PlanetBids.
The results were as follows:
Contractor
Bid Amount
I
Makelele Systems Landscape &
Maintenance, Inc
$89,120
2
Marina Landscape, Inc.
$120,000
3
Kormex Constructions, Inc
$163,250
Staff has completed its analysis of the submitted bids and deemed Makelele Systems Landscape
& Maintenance, Inc. to be the lowest responsive bidder. Makelele Systems Landscape &
Maintenance, Inc. has successfully completed similar projects for various public agencies.
The total Engineer's Estimate for the two proposed project sites is $ 105,864. The Engineer's
Estimate for each site is as follows:
(1) Kent Hintergardt Memorial Park - $70,884.00.
(2) Presley / Bridlevail - $34,980.00.
The specifications allow for sixty (60) working days for construction, which is approximately 3
months.
The Multiple Species Habitat Conservation Plan (MSHCP) is an element of the Riverside County
Integrated Project (RCIP) to conserve open space, nature preserves and wildlife to be set aside in
some areas. It is designed to protect over 150 species and conserve over 500,000 acres in Western
Riverside County. The City of Temecula is a permittee to the MSHCP and as such is required to
abide by the Regional Conservation Authority's (RCA) MSHCP Mitigation Fee Implementation
Manual adopted by Resolution 2020-013 on December 7, 2020. The RCA is a joint regional
authority formed by the County and the Cities to provide primary policy direction for
implementation of the MSHCP.
Since July 1, 2008, the RCA has required that locally funded Capital Improvement Projects
contribute applicable MSHCP fees within 90-days of construction contract award. Fees outside the
public right of way are calculated on a cost per acre of disturbed area basis, while fees for typical
right-of-way improvements projects are 5% of construction costs. Maintenance only projects, such
as this project, are exempt from MSHCP fees.
FISCAL IMPACT: The Recycled Water Accelerated Retrofit Program is identified in
the City's Capital Improvement Program (CIP) budget for Fiscal Years 2023-27 and is funded
with Measure "S" and Reimbursements from RCWD. Adequate funds are available in the project
accounts to cover the contract amount of $89,120, plus the 10% contingency amount of $8,912,
for a total encumbrance of $98,032.
ATTACHMENTS: 1. Contract
2. Project Description
3. Project Location Map
CITY OF TEMECULA, DEPARTMENT OF PUBLIC WORKS
CONTRACT
for
RECYCLED WATER ACCELERATED RETROFIT PROGRAM
PROJECT NO. PW21-04
THIS CONTRACT, made and entered into the 2P day of November, 2022 by and between the
City of Temecula, a municipal corporation, hereinafter referred to as "City", and, Makelele
Systems Landscape & Maintenance, Inc., hereinafter referred to as "Contractor."
WITNESSETH:
That City and Contractor, for the consideration hereinafter named, mutually agree as follows:
1. CONTRACT DOCUMENTS
The complete Contract includes all of the Contract Documents, to wit: Notice Inviting Bids,
Instructions to Bidders, Proposal, Performance Bond, Labor and Materials Bond, Plans and
Specifications entitled RECYCLED WATER ACCELERATED RETROFIT PROGRAM,
PROJECT NO. PW21-04, Insurance Forms, this Contract, and all modifications and
amendments thereto, the State of California Standard Plans and Specifications, (latest
edition), issued by the California Department of Transportation, where specifically
referenced in the Plans, Special Provisions, and Technical Specifications, and the latest
version of the Standard Specifications for Public Works Construction, including all
supplements as written and promulgated by Public Works Standards, Inc. (hereinafter,
"Standard Specifications") as amended by the General Specifications, Special Provisions,
and Technical Specifications for RECYCLED WATER ACCELERATED RETROFIT
PROGRAM, PROJECT NO. PW21-04. Copies of these Standard Specifications are
available from the publisher:
BNi Building News
Division of BNi Publications, Inc.
990 Park Center Drive, Suite E
Vista, CA 92081
(760) 734-1113
The Standard Specifications will control the general provisions, construction materials, and
construction methods for this Contract except as amended by the General Specifications,
Special Provisions, and Technical Specifications for RECYCLED WATER ACCELERATED
RETROFIT PROGRAM, PROJECT NO. PW21-04.
In case of conflict between the Standard Specifications and the other Contract Documents,
the other Contract Documents shall take precedence over, and be used in lieu of, such
conflicting portions.
Where the Contract Documents describe portions of the work in general terms, but not in
complete detail, it is understood that the item is to be furnished and installed completed and
in place and that only the best general practice is to be used. Unless otherwise specified,
the Contractor shall furnish all labor, materials, tools, equipment, and incidentals, and do all
the work involved in executing the Contract.
The Contract Documents are complementary, and what is called for by anyone shall be as
binding as if called for by all. Any conflict between this Contract and any other Contract
Document shall be resolved in favor of this Contract.
2. SCOPE OF WORK
Contractor shall perform everything required to be performed, shall provide and furnish all
the labor, materials, necessary tools, expendable equipment, and all utility and
transportation services required for the following: RECYCLED WATER ACCELERATED
RETROFIT PROGRAM, PROJECT NO. PW21-04.
All of said work to be performed and materials to be furnished shall be in strict accordance
with the Drawings and Specifications and the provisions of the Contract Documents
hereinabove enumerated and adopted by City.
3. CITY APPROVAL
All labor, materials, tools, equipment, and services shall be furnished, and work performed
and completed under the direction and supervision, and subject to the approval of City or
its authorized representatives.
4. CONTRACT AMOUNT AND SCHEDULE
The City agrees to pay, and Contractor agrees to accept, in full payment for, the work
agreed to be done, the sum of: EIGHTY-NINE THOUSAND, ONE HUNDRED TWENTY
DOLLARS AND ZERO CENTS ($89,120.00), the total amount of the base bid.
Contractor agrees to complete the work in a period not to exceed 60 working days,
commencing with delivery of a Notice to Proceed by City. Construction shall not commence
until bonds and insurance are approved by City.
5. CHANGE ORDERS
All change orders shall be approved by the City Council, except that the City Manager is
hereby authorized by the City Council to make, by written order, changes or additions to the
work in an amount not to exceed the contingency as established by the City Council.
6. PAYMENTS
a. Lump Sum Bid Schedule: Before submittal of the first payment request, the
Contractor shall submit to the Director of Public Works a schedule of values
allocated to the various portions of the work, prepared in such form and supported
by such data to substantiate its accuracy as the Director of Public Works may
require. This schedule, as approved by the Director of Public Works, shall be used
as the basis for reviewing the Contractor's payment requests.
b. Unit Price Bid Schedule: Pursuant to Section 20104.50 of the Public Contract Code,
within 30 days after submission of a payment request to the City, the Contractor
shall be paid a sum equal to 95% of the value of the work* completed according
to the bid schedule. Payment request forms shall be submitted on or about the 30th
day of each successive month as the work progresses. The final payment, if
unencumbered, or any part thereof unencumbered, shall be made 60 days after
acceptance of final payment and the Contractor filing a one-year Warranty and an
Affidavit of Final Release with the City on forms provided by the City.
C. Payment for Work Performed: Payments shall be made on demands drawn in the
manner required by law, accompanied by a certificate signed by the City Manager,
stating that the work for which payment is demanded has been performed in
accordance with the terms of the Contract, and that the amount stated in the
certificate is due under the terms of the Contract. Partial payments on the Contract
price shall not be considered as an acceptance of any part of the work.
d. Payment of Interest: Interest shall be paid on all undisputed payment requests not
paid within 30 days pursuant to Public Contract Code Section 20104.50. Public
Contract Code Section 7107 is hereby incorporated by reference.
7. LIQUIDATED DAMAGES / EXTENSION OF TIME
a. Liquidated Damages: In accordance with Government Code Section 53069.85,
Contractor agrees to forfeit and pay to City the sum of $1,000 per day for each
calendar day completion is delayed beyond the time allowed pursuant to Paragraph
4 of this Contract. Such sum shall be deducted from any payments due to or to
become due to Contractor.
b. Extension of Time: Contractor will be granted an extension of time and will not be
assessed liquidated damages for unforeseeable delays beyond the control of, and
without the fault or negligence of the Contractor, including delays caused by City.
Within ten calendar days of the occurrence of such delay, Contractor shall give
written notice to City. Within 30 calendar days of the occurrence of the delay,
Contractor shall provide written documentation sufficient to support its delay claim
to City. Contractor's failure to provide such notice and documentation shall
constitute Contractor's waiver, discharge, and release of such delay claims against
City.
8. WAIVER OF CLAIMS
On or before making each request for payment under Paragraph 6 above, Contractor shall
submit to City, in writing, all claims for compensation as to work related to the payment.
Unless the Contractor has disputed the amount of the payment, the acceptance by
Contractor of each payment shall constitute a release of all claims against the City related
to the payment. Contractor shall be required to execute an affidavit, release, and indemnity
agreement with each claim for payment.
9. PREVAILING WAGES
Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the
City Council has obtained the general prevailing rate of per diem wages and the general
rate for holiday and overtime work in this locality for each craft, classification, or type of
workman needed to execute this Contract from the Director of the Department of Industrial
Relations. Copies may be obtained from the California Department of Industrial Relations
Internet website at http://www.dir.ca.gov. Contractor shall provide a copy of prevailing
wage rates to any staff or subcontractor hired and shall pay the adopted prevailing wage
rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1720.9,
1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code.
Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as
a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer,
worker, or mechanic employed, paid less than the stipulated prevailing rates for any work
done under this Contract, by him or by any subcontractor under him, in violation of the
provisions of the Contract. This project, work, or service will be subject to compliance
monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to
Labor Code Section 1771.4.
10. TIME OF THE ESSENCE
Time is of the essence in this contract.
11. INDEMNIFICATION
All work covered by this Contract done at the site of construction or in preparing or delivering
materials to the site shall be at the risk of Contractor alone. Contractor agrees to save,
indemnify, hold harmless and defend the City of Temecula, Temecula Community Services
District, and/or Successor Agency to the Temecula Redevelopment Agency, its officers,
employees, and agents, against any and all liability, injuries, or death of persons
(Contractor's employees included), and damage to property, arising directly or indirectly out
of the obligations herein undertaken or out of the operations conducted by Contractor, save
and except claims or litigations arising through the sole active negligence or sole willful
misconduct of the City.
The Contractor shall indemnify and be responsible for reimbursing the City for any and all
costs incurred by the City as a result of Stop Notices filed against the project. The City shall
deduct such costs from progress payments or final payments due to the Contractor.
12. GRATUITIES
Contractor warrants that neither it nor any of its employees, agents, or representatives has
offered or given any gratuities or promises to City's employees, agents, or representatives
with a view toward securing this Contract or securing favorable treatment with respect
thereto.
13. CONFLICT OF INTEREST
Contractor warrants that none of its partners, members or shareholders are related by blood
or marriage to any employee of the City who has participated in the development of the
specifications or approval of this project or who will administer this project nor are they in
any way financially associated with any City officer or employee, or any architect, engineer,
or other preparers of the Drawings and Specifications for this project. Contractor further
warrants that no person in its employ nor any person with an ownership interest in the
Contractor has been employed by the City within one year of the date of the Notice Inviting
Bids.
14. CONTRACTOR'S AFFIDAVIT
After the completion of the work contemplated by this Contract, Contractor shall file with the
City Manager, its affidavit stating that all workmen and persons employed, all firms
supplying materials, and all subcontractors upon the Project have been paid in full, and that
there are no claims outstanding against the Project for either labor or materials, except
certain items, if any, to be set forth in an affidavit covering disputed claims or items in
connection with a Stop Notice which has been filed under the provisions of the laws of the
State of California.
15. NOTICE TO CITY OF LABOR DISPUTES
Whenever the Contractor has knowledge that any actual or potential labor dispute is
delaying or threatens to delay the timely performance of the Contract, Contractor shall
immediately give notice thereof, including all relevant information with respect thereto, to
City.
16. BOOKS AND RECORDS
Contractor's books, records, and plans or such part thereof as may be engaged in the
performance of this Contract, shall at all reasonable times be subject to inspection and audit
by any authorized representative of the City.
17. INSPECTION
The work shall be subject to inspection and testing by City and its authorized
representatives during manufacture and construction and all other times and places,
including without limitation, the plants of Contractor and any of its suppliers. Contractor
shall provide all reasonable facilities and assistance for the safety and convenience of
inspectors. All inspections and tests shall be performed in such manner as to not unduly
delay the work. The work shall be subject to final inspection and acceptance
notwithstanding any payments or other prior inspections. Such final inspection shall be
made within a reasonable time after completion of the work.
18. DISCRIMINATION
Contractor represents that it has not, and agrees that it will not, discriminate in its
employment practices on the basis of race, creed, religion, national origin, color, sex, age,
or handicap.
19. GOVERNING LAW
The City and Contractor understand and agree that the laws of the State of California shall
govern the rights, obligations, duties and liabilities of the parties to this Contract and also
govern the interpretation of this Contract.
20. PROHIBITED INTEREST
No member, officer, or employee of the City of Temecula or of a local public body who has
participated in the development of the specifications or approval of this project or will
administer this project shall have any interest, direct or indirect, in the Contract or the
proceeds thereof during his/her tenure or for one year thereafter.
Furthermore, the Contractor covenants and agrees to their knowledge that no board
member, officer or employee of the City of Temecula has any interest, whether contractual,
non -contractual, financial or otherwise, in this transaction, or in the business of the
contracting party other than the City of Temecula, and that if any such interest comes to the
knowledge of either party at any time, a full and complete disclosure of all such information
will be made, in writing, to the other party or parties, even if such interest would not be
considered a conflict of interest under Article 4 (commencing with Section 1090) or Article
4.6 (commencing with Section 1220) of Division 4 of Title I of the Government Code of the
State of California.
21. ADA REQUIREMENTS
By signing this Contract, Contractor certifies that the Contractor is in total compliance with
the Americans with Disabilities Act of 1990, Public Law 101-336, as amended.
22. WRITTEN NOTICE
Any written notice required to be given in any part of the Contract Documents shall be
performed by depositing the same in the U.S. Mail, postage prepaid, directed to the address
of the Contractor as set forth in the Contract Documents, and to the City addressed as
follows:
Mailing and Delivery Address: Patrick A. Thomas, PE
Director of Public Works / City Engineer
City of Temecula
41000 Main Street
Temecula, CA 92590
23. INSURANCE.
The Contractor shall procure and maintain, for the duration of the Contract, insurance
against claims for injuries to persons or damages to property which may arise from or in
connection with the performance of the work by the Contractor, its agents, representatives,
employees or subcontractors.
Minimum Scope of Insurance: Coverage shall be at least as broad as:
1. Insurance Services Office Commercial General Liability Form No. CG 00 01
11 85 or 88.
2. Insurance Services Office Business Auto Coverage form CA 00 01 06 92
covering Automobile Liability, code 1 (any auto). If the Contractor owns no
automobiles, a non -owned auto endorsement to the General Liability policy
described above is acceptable.
3. Worker's' Compensation insurance as required by the State of California and
Employer's Liability Insurance. If the Contractor has no employees while
performing under this Contract, worker's compensation insurance is not
required, but Contractor shall execute a declaration that it has no employees.
Minimum Limits of Insurance: The Contractor shall maintain limits no less than:
1. General Liability: Two Million Dollars $2,000,000 per occurrence for bodily
injury, personal injury, and property damage. If Commercial General Liability
Insurance or other form with a general aggregate limit is used, either the
general aggregate limit shall apply separately to this project/location or the
general aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: One Million Dollars $1,000,000 per accident for bodily
injury and property damage.
3. Worker's Compensation as required by the State of California; Employer's
Liability: One Million Dollars $1,000,000 per accident for bodily injury or
disease.
Deductibles and Self -Insured Retentions: Any deductibles or self-insurance retentions shall
not exceed Twenty -Five Thousand Dollars $25,000.
Other Insurance Provisions: The general liability and automobile liability policies are to
contain, or be endorsed to contain, the following provisions:
1. The City of Temecula, Temecula Community Services District, Successor
Agency to the Temecula Redevelopment Agency, their officers, officials,
employees, and volunteers are to be covered as insureds as respects to
liability arising out of activities performed by or on behalf of the Contractor;
products and completed operations of the Contractor; premises owned,
occupied or used by the Contractor; or automobiles owned, leased, hired or
borrowed by the Contractor. The coverage shall contain no special
limitations on the scope of protection afforded to the City of Temecula,
Temecula Community Services District, Successor Agency to the Temecula
Redevelopment Agency, their officers, officials, employees, agents or
volunteers.
2. For any claims related to this project, the Contractor's insurance coverage
shall be primary insurance as respects the City of Temecula, Temecula
Community Services District, Successor Agency to the Temecula
Redevelopment Agency, their officers, officials, employees, agents and
volunteers. Any insurance or self-insurance maintained by the City of
Temecula, Temecula Community Services District, Successor Agency to the
Temecula Redevelopment Agency, their officers, officials, employees,
agents and volunteers shall be excess of the Contractor's insurance and
shall not contribute with it.
3. Any failure to comply with reporting or other provisions of the policies
including breaches of warranties shall not affect coverage provided to the
City of Temecula, Temecula Community Services District, Successor
Agency to the Temecula Redevelopment Agency, their officers, officials,
employees, agents and volunteers.
4. The Contractor's insurance shall apply separately to each insured against
whom claim is made or suit is brought, except with respect to the limits of the
insurer's liability.
5. Each insurance policy required by this Contract shall be endorsed to state in
substantial conformance to the following: If the policy will be cancelled
before the expiration date the insurer will notify in writing to the City of such
cancellation not less than 30 days prior to the cancellation effective date.
6. If insurance coverage is cancelled or reduced in coverage or in limits, the
Contractor shall within two business days of notice from the insurer, phone,
fax, and/or notify the City via certified mail, return receipt requested of the
changes to or cancellation of the policy.
Acceptability of Insurers: Insurance is to be placed with insurers with a current A.M. Best's
rating of no less than A-, VII or better, unless otherwise acceptable to the City. Self-
insurance shall not be considered to comply with these insurance requirements.
Verification of Coverage: Contractor shall furnish the City with original endorsements
effecting coverage required by this clause. The endorsements are to be signed by a person
authorized by that insurer to bind coverage on its behalf. The endorsements are to be on
forms provided by the City. All endorsements are to be received and approved by the City
before work commences. As an alternative to the City's forms, the Contractor's insurer may
provide complete, certified copies of all required insurance policies, including endorsements
affecting the coverage required by these specifications.
Subcontractors: Contractor shall include all subcontractors as insureds under its policies
or shall furnish separate certificates and endorsements for each subcontractor. All
coverages for subcontractors shall be subject to all of the requirements stated herein.
24. RECOVERED MATERIALS AND SOLID WASTE DISPOSAL ACT
Contractor agrees to comply with all requirements of Section 6002 of the Resource
Conservation and Recovery Act (RCRA), as amended (42 U.S.C. 6962), including but not
limited to the regulatory provisions of 40 CFR Part 247, and Executive Order 12873, as they
apply to the procurement of the items designated in Subpart B of 40 CFR Part 247.
25. TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT
Contractor shall not procure or obtain, extend or renew a contract to procure or obtain, or
enter into a contract to procure or obtain equipment, services, or systems that use covered
telecommunications equipment or services as a substantial or essential component of any
system, or as critical technology as part of any system. As described in Public Law 115-
232, section 889, covered telecommunications equipment is telecommunications
equipment produced by Huawei Technologies Company or ZTE Corporation, or any
subsidiary or affiliate of such entities. Covered equipment also includes video surveillance
and telecommunications equipment or services provided by Hytera Communications
Corporation, Hangzhou Hikvision Digital Technology Company, Dahua Technology
Company, any subsidiary or affiliate of such entities, and any entity that the Secretary of
Defense, in consultation with the Director of the National Intelligence or the Director of the
Federal Bureau of Investigation, reasonably believes to be an entity owned or controlled by,
or otherwise connected to, the government of a covered foreign country.
26. COMPLIANCE WITH LAWS
The Contractor shall comply with all applicable federal, State and local laws, ordinances,
codes and regulations in force at the time the Contractor performs pursuant to the Contract
Documents and shall comply with all grant or funding terms and conditions applicable to the
Contract and/or the work.
27. CLAIM DISPUTE RESOLUTION
In the event of any dispute or controversy with the City over any matter whatsoever, the
Contractor shall not cause any delay or cessation in or of work but shall proceed with the
performance of the work in dispute. The Contractor shall retain any and all rights provided
that pertain to the resolution of disputes and protests between the parties. The disputed
work will be categorized as an "unresolved dispute" and payment, if any, shall be as later
determined by mutual agreement or a court of law. The Contractor shall keep accurate,
detailed records of all disputed work, claims and other disputed matters.
All claims arising out of or related to the Contract or this project, and the consideration and
payment of such claims, are subject to the Government Claims Act (Government Code
Section 810 et seq.) with regard to filing claims. All such claims are also subject to Public
Contract Code Section 9204 and Public Contract Code Section 20104 et seq. (Article 1.5),
where applicable. This Contract hereby incorporates those provisions as though fully set
forth herein. Thus, the Contractor or any Subcontractor must present a claim in accordance
with the Government Claims Act as a prerequisite to prosecuting any claim against the City.
The filing or prosecution of a claim in compliance with Section 9204 and/or Article 1.5 (if
applicable) does not in any way obviate the need to timely present a claim under the
Government Claims Act, or in any toll the expiration of any limitations period for the timely
presentation of a claim under the Government Claims Act.
IN WITNESS WHEREOF, the parties hereto have caused this Contract to be executed on the date
first above writte .
DATED: Z. CONTRACTOR:
Makelele Systems Landscape & Maintenance,
Inc.
420 N. Twin Oaks Valley Road #2044
Makelele Systems Box
San Marcos, CA 92079
(760) 208-8749
makelele@makelele ys ems.c m
By: -A AKWO&- -
b ke. t &je tnh. s
Pry i or type NAME
d �G
Print or type TITLE*
By:
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Print dr
type F
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Print or type TITLE*
(*Signatures of two corporate officers reguired for Corporation
DATED:
ATTEST:
Rand! Johl, City Clerk
APPROVED AS TO FORM:
Peter M. Thorson, City Attorney
CITY OF TEMECULA
By:
Matt Rahn, Mayor
9EA�. �F Th
'EUAEKq'•.•k� California Secretary of State
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_ 49 o Business Programs Division
,,- 1500 11th Street, Sacramento, CA 95814
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MAKELELE SYSTEMS LANDSCAPE & MAINTENANCE,
INC.
420 N TWIN OAKS VALLEY RD #2044
MAKELELE SYSTEMS BOX
SAN MARCOS, CA 92079
Business Amendment Filing Approved
July 6, 2022
Entity Name: MAKELELE SYSTEMS LANDSCAPE & MAINTENANCE, INC.
Entity Type: Stock Corporation - CA - General
Entity No.: 3675404
Document Type: Statement of Information
Document No.: BA20220478878
File Date: 07/06/2022
The above referenced document has been approved and filed with the California Secretary of State. To
access free copies of filed documents, go to bizfileOnline.sos.ca.gov and enter the entity name or entity
number in the Search module.
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SEp:FTs. STATE OF CALIFORNIA
Office of the Secretary of State
w
m` STATEMENT OF INFORMATION
o;
CORPORATION
' California Secretary of State
Cq�F------ " 1500 11th Street
Sacramento, California 95814
(916) 653-3516
1111111111111111111111
For Office Use Only
-FILED-
File No.: BA20220478878
Date Filed: 7/6/2022
Entity Details
Corporation Name
MAKELELE SYSTEMS LANDSCAPE & MAINTENANCE,
I NC.
Entity No.
3675404
Formed In
CALIFORNIA
Street Address of Principal Office of Corporation
Principal Address
2540 3/4 FOOTHILL DRIVE
VISTA, CA 92084
Mailing Address of Corporation
Mailing Address
420 N TWIN OAKS VALLEY RD #2044
MAKELELE SYSTEMS BOX
SAN MARCOS, CA 92079
Attention
MAKELELE SYSTEMS / JOSE CARDENAS
Street Address of California Office of Corporation
Street Address of California Office
2540 3/4 FOOTHILL DRIVE
VISTA, CA 92084
Officers
Officer Name
Officer Address
Position(s)
JOSE G CARDENAS
420 N TWIN OAKS VALLEY RD #2044
Chief Executive Officer, Secretary, Chief Financial Officer
MAKELELE SYSTEMS BOX
SAN MARCOS, CA 92079
Additional Officers
Officer Name Officer Address Position Stated Position
None Entered
Directors
Director Name
Director Address
JOSE G CARDENAS
420 N TWIN OAKS VALLEY RD #2044
MAKELELE SYSTEMS BOX
SAN MARCOS, CA 92079
The number of vacancies on Board of Directors is: 0
Agent for Service of Process
Agent Name JOSE G CARDENAS
Agent Address 420 N TWIN OAKS VALLEY RD #2044
MAKELELE SYSTEMS BOX
SAN MARCOS, CA 92079
Type of Business
Type of Business LANDSCAPE, MAINTENANCE & CONSTRUCTION
Email Notifications
Opt -in Email Notifications Yes, I opt -in to receive entity notifications via email.
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Labor Judgment
Page 1 of 2
No Officer or Director of this Corporation has an outstanding final judgment issued by the Division of Labor
Standards Enforcement or a court of law, for which no appeal therefrom is pending, for the violation of any wage
order or provision of the Labor Code.
Electronic Signature
® By signing, I affirm that the information herein is true and correct and that I am authorized by California law to sign.
Jose Cardenas
Signature
0710612022
Date
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Page 2 of 2
Secretary of State
Business Programs Division
1500 11 th Street, Sacramento, CA 95814
Jose Cardenas
MAKELELE SYSTEMS
PO BOX 2044
SAN MARCOS, CA 92079
Receipt Detail
Receipt Date: 07/06/2022
Receipt No.: 2114363
Description Document/Payment No. Amount
Corporation - Statement of Information BA20220478878-$25.00
Payment - Web Credit Card 41 **********3566 / Auth. No. 01192G $25.00
Total Amount Charged:-$25.00
Total Payment Received: $25.00
Page 1 of 1
ANk
Tf,F � •=:arc nr Southern Cali}ornia
WineCountry
City of Temecula
Fiscal Years 2023-27
Capital Improvement Program
RCWD RECYCLED WATER ACCELERATED RETROFIT PROGRAM
Infrastructure Project
Project Description: This project includes the administration, design and
construction of two (2) sites within the City for the conversion of water
facilities from potable to recycled water. This effort is in cooperation with
Rancho California Water District (RCWD) to administer the implementation of
improvements.
Benefit: This project will reduce use of potable water, increase overall water
savings and enhance energy efficiencies and potentially reduce greenhouse
gas emissions.
Core Value: A Sustainable City
Project Status: Project is estimated to be complete by Fiscal Year2022-23.
Department: Public Works - Account No. 210.290.999.206
Level: I
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2022-23
Prior Years
2021-22 Adopted 2023-24 2024-25 2025-26 2026-27
Total Project
Project Cost:
Actuals
Adjusted Budget Projected Projected Projected Projected
Cost
Administration
11,000
11,000
Construction
1S0,000 40,000
190,000
Design & Environmental
24,000
24,000
Total Expenditures
185,000 40,000
225,000
Source of Funds:
Measure S
Reimbursements
15,000 40,000
170,000
55,000
170,000
Total Funding
-
185,000 40,000 -
225,000
Future Operating & Maintenance Costs:
Total Operating Costs
Notes :
1. Reimbursement revenue is anticipated from the Rancho California Water District (RCWD).
153
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atitude Geographics Group Ltd. THIS MAP IS NOT TO BE USED FOR NAVIGATI
Legend
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Cities
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PAVED
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UNPAVED
Notes
Item No. 7
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: November 29, 2022
SUBJECT: Approve License Agreement for Use of Real Property Right of Entry and Access
Agreement for City Owned Land Located at Assessor's Parcel No. 910-262-061
Between Greystar, LP and City of Temecula
PREPARED BY: Haide Urias, Housing and Real Estate Analyst
RECOMMENDATION: That the City Council approve and execute the license agreement for
use of real property right of entry and access agreement for the land located at Assessor's Parcel
No. (APN) 910-262-061 between Greystar, LP and City of Temecula.
BACKGROUND: Greystar, LP is the owner and contractor of the 260-unit apartment
community located on the north and south sides of Buecking Drive at its intersection with Jefferson
Avenue. The City of Temecula owns the currently vacant parcel located at APN 910-262-061
which is across from where the community will be constructed and closest to French Valley
Parkway.
Greystar would like to lease the currently vacant parcel from the City of Temecula to use as their
contractor staging area. Greystar and their staff would secure the area with a temporary gate and
will have access in and out of the area from 6:30 a.m. to 6:30 p.m. The term of the agreement is
from the start of construction through October 31, 2024, with the option to terminate the agreement
sooner if the construction is completed before the planned completion date.
FISCAL IMPACT: Based on the land appraisal that was completed the price of the lease
will be $6,300 per month until the agreement is terminated and will be deposited into the affordable
housing fund.
ATTACHMENTS: 1. License Agreement for Use of Real Property Right of Entry
and Access Agreement
2. Land Appraisal Report of APN 910-262-061
LICENSE AGREEMENT FOR USE OF REAL PROPERTY RIGHT OF ENTRY AND
ACCESS AGREEMENT
THIS LICENSE AGREEMENT FOR USE OF REAL PROPERTY (herein called this
"Agreement") is dated for reference purposes only as of December 1, 2022, and is entered into
by the CITY OF TEMECULA, a municipal corporation ("Owner"), and GREYSTAR, LP, a
Delaware limited partnership ("Contractor").
RECITALS
A. Owner is the owner of the land described on Exhibit "A" and depicted on
Exhibit `B" attached hereto and incorporated herein (the "Property") and located in the City of
Temecula, California and identified under Riverside County Tax Assessor's Parcel No. 910-262-
061.
B. Contractor intends to construct a 260-unit apartment community located on the
north and south sides of Buecking Drive at its intersection with Jefferson Avenue (the
"Project").
C. Contractor has requested that Contractor be given a license, on a temporary basis,
to access the Property and use a portion thereof to stage certain equipment, material and supplies
during the construction of the Project and Owner is willing to permit such use subject to the
terms set forth below.
NOW, THEREFORE, in consideration of the foregoing recitals, the mutual covenants
and agreements contained herein, and other consideration, the sufficiency of which is hereby
acknowledged, Owner and Contractor agree as follows:
1. License. Owner hereby grants to Contractor a non-exclusive license to access the
Property and use the site area designated on the Property for the staging and temporary
placement of certain equipment, materials, supplies and other associated construction items
and/or work related to the Project (referred to herein as the "Contractor Staging Area"). This
license, however, does not allow or permit Contractor, or any of its employees, agents,
representatives, invitees, licensees, contractors or subcontractors to engage in any of the
following activities on, over or under the Property: (a) excavation of any portion of the Property;
(b) use of the Property for the storage of any "Hazardous Materials" (as defined in [Section 9]
below); (c) the placement of any tank or other container on the Property which has been or will
be used for storage of any Hazardous Substances; (d) use or allow the deposit or disposal of any
Hazardous Materials on the Property; or (e) loitering on the Property after the hours of operation.
2. Conditions of Use. Entrance into the Property is provided by a gate secured by a
lock. Contractor shall not duplicate the keys for the gate accessing the Subject Property without
prior written approval from the Owner. Contractor and any of its employees, agents,
representatives, invitees, contractors or subcontractors are responsible for ensuring that Property
is closed and secure when entering or exiting the Property. Contractor shall not allow any other
party other than Contractor's employees, agents, representatives, invitees or subcontractors to
access the Property. Contractor's access to the Property shall be limited to 6:30 a.m. to 6:30 p.m.
daily, so as to minimize disruption to neighboring properties. Contractor shall keep the
11086-0001 \2699279v8. doe
Contractor Staging Area and any property used by it, in a good, clean and safe condition, free of
waste and debris, at all times. Contractor shall properly dispose of all waste in compliance with
applicable laws. Contractor shall not impede Owner's use of the Property by virtue of
Contractor's activities on the Property.
3. No Alterations; Repair or Damage. Contractor shall not in any way remove, damage,
alter, or improve the Property, including with respect to any existing improvements on the
Property, without Owner's prior written approval and in the Owner's sole and absolute
discretion. Contractor, at Contractor's sole cost and expense, shall promptly restore or repair any
damage to the Property, including the Contractor Staging Area, to the same condition that existed
before the damage, reasonable wear and tear excepted (unless directly caused by activities of
Owner, and not by Contractor or its employees, agents, representatives, invitees, licensees,
contractors or subcontractors).
4. Term of License. Subject to the terms of this Agreement, the term of the license
hereunder shall be from May 1, 2023 or an earlier date to be designated by the Contractor upon
five (5) business days' prior written notice to the Owner (the "Commencement Date") through
October 31, 2024, as may be extended by the Owner in writing (collectively, the "Term");
provided, however, that Contractor shall have the right to terminate this Agreement prior to
October 31, 2024, upon five (5) business days' prior written notice to Owner, if the Contractor
has received a Certificate of Occupancy for the Project from the City of Temecula and no other
obligations remain outstanding under this Agreement. Upon the expiration or earlier termination
of this Agreement, Contractor's right to occupy the Property, including the Contractor Staging
Area, and exercise the privileges and rights granted under this Agreement shall cease, and
Contractor shall surrender the entirety of the Property to Owner. Moreover, upon the expiration
or termination of this Agreement, Contractor shall promptly remove all of its equipment,
materials, supplies and all other property placed by or for the benefit of Contractor or the Project
on the Contractor Staging Area and return the Contractor Staging Area to Owner in the same
condition as received on the Commencement Date; if Contractor fails to do so within ten (10)
days after written notice by Owner to Contractor that Contractor has failed to do so, then Owner
may do so and Contractor shall reimburse Owner for all costs thereof within ten (10) days after
written demand from Owner with evidence of the costs (and in that regard, Owner may dispose
of or retain any property without liability or payment to Contractor).
5. Termination of License; Default. Contractor's failure to comply with any of the
terms and conditions of this Agreement shall be cause for Owner to immediately terminate this
Agreement. Upon the occurrence of such default by Contractor, the Owner may, at its option,
grant to Contractor a ten (10) day period within which to cure such default. Should this option to
cure be granted to Contractor by Owner, whether the default has been cured shall be left to the
sole determination and discretion of Owner. In addition, the Contractor or Owner may terminate
this Agreement for any reason or no reason upon providing the other parties with thirty (30)
days' written notice of the same at the addresses set forth under the Parties' respective signatures
below. Notwithstanding the foregoing, prior to the Commencement Date, Contractor may
terminate this Agreement upon five (5) business days' prior written notice to Owner.
6. License Fee. Contractor shall pay Owner a fee of Six Thousand Three Hundred and
No/100 ($6,300.00) per month, commencing on the Commencement Date and then prepaid in
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11086-0001 \2699279v8. doe
advance on the first day of each subsequent calendar month for the duration of the Term to
Owner at the address set forth under the Owner's signature below, for access to and use of the
Property, including without limitation the Contractor Staging Area, during the Term.
7. License Not Transferable. The license granted herein is personal to Contractor only
and is not transferable in any manner whatsoever without the prior written consent of the Owner.
Transfer of this license or the rights granted herein shall be void and of no force unless such
transfer complies with this Section.
8. Nature of Rights. The rights created hereunder are purely contractual in nature;
Owner and Contractor do not by this instrument intend to create a lease, easement or other real
property interest. This License is by and between the Owner and Contractor. It is not intended
and shall not be construed to create the relationship of agent, servant, employee, partnership,
joint venture or association as between the Owner and Contractor. Contractor understands and
agrees to bear the sole responsibility and liability for furnishing Workers' Compensation benefits
to any person for injuries arising from or connected with services performed on behalf of
Contractor pursuant to this License.
9. Hazardous Materials. Contractor shall not cause or permit any Hazardous Materials
to be generated, produced, brought upon, used, stored, treated or disposed of in or about the
Property by Contractor Parties (as defined below). In the event of a breach of the covenant
contained in the immediately preceding sentence, or in the event Hazardous Materials are
otherwise caused to be located in, on, under or about the Property by the Contractor Parties,
Contractor shall be solely responsible for and shall indemnify, defend and hold Owner harmless
from and against any and all claims, judgments, damages, penalties, fines, costs, liabilities and
losses (including, without limitation, diminution in valuation of the Property, and sums paid in
settlement of claims and for reasonable attorneys' fees, consultant fees and expert fees) which
arise during or after the Term as a result of any contamination directly or indirectly arising from
the activities which are the basis for such breach. This indemnification of Owner by Contractor
includes, without limitation, costs incurred in connection with any investigation of site
conditions or any clean-up, remedial, removal or restoration work. Contractor shall promptly
take all actions, at its sole cost and expense, as are necessary to return the Property to the
condition existing prior to the introduction of any such Hazardous Materials, provided Owner's
approval of such actions shall first be obtained and Contractor shall fully cooperate in connection
with any such clean-up, restoration or other work, at Contractor's sole cost and expense.
Furthermore, Contractor shall immediately notify Owner of any inquiry, test, investigation or
enforcement proceeding by or against Contractor or the Property concerning the presence of any
Hazardous Materials. Contractor acknowledges that Owner, at Owner's election, shall have the
sole right, at Contractor's sole cost and expense, to negotiate, defend, approve and appeal any
action taken or order issued by any governmental authority with regard to any Hazardous
Materials contamination which Contractor is obligated hereunder to remediate. The covenants of
Contractor under this Section shall survive the expiration of the Term or earlier termination of
this Agreement. Hazardous materials are those substances listed in the Comprehensive
Environmental Response, Compensation and Liability Act, 42, U.S.C. Section 9601, et seq.
("CERCLA") and the California Hazardous Waste Control Act, Health and Safety Code Section
25100 et. seq., or those which meet the toxicity, reactivity, corrosively or flammability criteria of
the above regulations, as well as any other substance which poses a hazard to human health or to
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11086-0001 \2699279v8. doe
the environment, including, without limitation, asbestos, pesticides, fuel or other petroleum or
refined petroleum products (collectively, "Hazardous Materials").
10.Indemnification. Contractor shall indemnify, defend and hold Owner, and its
officers, officials, agents, licensees (other than Contractor), employees and volunteers
(collectively, the "Indemnified Parties") harmless from and against any and all claims,
liabilities, losses, damages, costs (including attorney's fees and costs), liens, judgments and
expenses suffered, incurred or sustained by Indemnified Parties as a result of, by reason of, or in
connection with the entry upon or use of the Property, including without limitation the
Contractor Staging Area, or failure to remove any equipment or other property upon the
expiration or earlier termination of this Agreement, or breach of this Agreement, or any releases
of Hazardous Materials on or about the Property by Contractor and/or its officers, officials,
agents, employees and volunteers (collectively, the "Contractor Parties"). This Section 10 shall
survive the expiration or earlier termination of this Agreement.
11. Liens. Contractor shall not directly or indirectly create or permit to be created or to
remain any mortgage, lien, encumbrance, charge or pledge of the Property. Contractor shall
defend, indemnify and hold Owner harmless, pursuant to Section 9 (Indemnification) hereof
from any liens that may attach to the Property arising from the use of the Subject Property.
12. Insurance. Contractor shall maintain: (i) commercial general liability for bodily
injury and property damage, including premises and operation, and contractual liability
(including, without limitation, indemnity obligations under the Agreement) with limits of not less
than $1,000,000 per occurrence and $2,000,000 general aggregate for bodily injury and property
damage; (ii) automobile insurance for all owned, hired and non -owned automobiles or other
licensed vehicles with limits of liability not less than $1,000,000 per accident for bodily injury
and property; and (iii) workers compensation insurance as required under the California Labor
Code with limits of not less than $1,000,000 per occurrence at all times during the term of this
Agreement. All policies of insurance shall be with an insurance company(ies) either (i) admitted
to do business in the State of California and rated not less than "A-VII" in Best's Insurance
Rating Guide, or (ii) as authorized by Owner's Risk Manager. The commercial general liability
insurance shall name the Owner and its officers, officials, employees and agents as additional
insureds, and Contractor shall provide reasonable evidence of insurance to Owner prior to
entering the Property. Any deductibles or self -insured retentions must be declared to and
approved by the Owner's Risk Manager and all policies of insurance shall be primary and no
contribution shall be required by Owner. All policies of insurance shall be endorsed to provide
that the coverage shall not be cancelled, non -renewed, reduced in coverage or in limits except
after 30 calendar day written notice by certified mail, return receipt requested, has been given to
the Owner. The fact that insurance is obtained by Contractor shall not be deemed to release or
diminish the liability of Contractor, including, without limitation, liability under the indemnity
provision of this Agreement.
13. AS IS; No Representations or Warranties. Contractor has inspected the Property,
including the Contractor Staging Area, and accepts it in its current "as is" condition, without
representation or warranty, express or implied, subject to all matters of record (it being
understood that Contractor may obtain a title report at its expense from a title company of its
choosing). Owner has made no representations or warranties, express or implied, regarding the
!3
11086-0001 \2699279v8. doe
Property. Furthermore, Contractor waives and releases and agrees to hold free and harmless, and
to not sue the Owner, its elected officials, officers, contractors, employees or agents with respect
to any and all liabilities, claims, judgments or actions for damages arising out of or in any way
connected with Contractor's use of the Property, to the extent permitted by law. The Owner
assumes no responsibility whatsoever for the safe condition, security or maintenance of the
Property, nor for the protection of persons and property thereon, and during the term of this
Agreement. This Section 13 shall survive the expiration or earlier termination of this Agreement.
14. Damage or Destruction to Property or Person. Owner is not responsible or liable for
the following: (i) any loss or damage to the property of Contractor, including its equipment,
materials, supplies and other items, or any property of others located in or on the Property,
including the Contractor's Staging Area, whether caused by theft, vandalism or any other cause;
(ii) any injury, including death, of any person caused by any occupants of the Property, including
any third parties or the public; or (iii) any latent defect of the Property. In addition, the Owner
has no obligation to reimburse Contractor for the loss of or damage to any property of the
Contractors. Contractor may insure all equipment, materials, supplies or other personal property
for its own protection if it so desires.
15. Notice. Whenever any notice, demand, or request is required or permitted under this
Agreement, such notice, demand, or request shall be in writing and shall be delivered by certified
mail, postage prepaid, return receipt requested, or shall be sent by nationally recognized
commercial courier for next business day delivery, to the addresses set forth below the respective
signatures of the parties, or to such other addresses as are specified by written notice given in
accordance herewith. All notices, demands, or requests given by mailing shall be deemed given
on the date of delivery, or attempted delivery shown on the return receipt; and those given by
commercial courier shall be deemed given one (1) business day after the date of deposit with the
commercial courier for overnight delivery.
16. Assi ng ment. This Agreement may not be assigned.
17. Governing Law. This Agreement shall be construed, enforced and interpreted in
accordance with the laws of the State of California. Any litigation concerning this Agreement
shall take place in the municipal, superior, or federal district court with geographic jurisdiction
over the City of Temecula.
18. Counterparts. This Agreement may be executed in counterparts, each of which shall
be deemed an original, and all of such counterparts together shall constitute one and the same
instrument.
19. No Recording. This Agreement does not grant any interest in the Property. In no
event shall this Agreement or any memorandum hereof be recorded.
20. Attorneys' Fees. In the event an action is filed by either party in connection with this
Agreement, the prevailing party (as determined by the trier of fact) shall be entitled to receiving
from the other party all of the prevailing party's attorney's fees and costs incurred in connection
therewith.
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11086-0001 \2699279v8. doe
21. Rules and Regulations. Contractor shall at all times comply with all federal, state and
local laws, ordinances, rules and regulations which are applicable to its operations and the use of
the Property, including the Contractor Staging Area, including all laws, ordinances, rules and
regulations adopted after the Commencement Date. Contractor shall display to Owner, upon
request, any permits, licenses or other evidence of compliance with the law.
22. Possessory Interest Taxes. Notwithstanding any provision herein, Contractor
acknowledges that this Agreement may create a possessory interest subject to taxation and that
the Contractor may be subject to payment of any and all taxes levied on that possessory interest.
23. Right of Entry Reserved. This is a non-exclusive license. The Owner may, at any
time, enter the Contractor Staging Area for any lawful purpose, so long as the action does not
unreasonably interfere with the Contractor's use or occupancy of such property. Exercise of any
of the foregoing rights by the Owner or others pursuant to Owner's rights shall not constitute an
eviction of the Contractor nor be made the grounds for any abatement of rent or any claim for
damages.
24. Severability. If any provision of this Agreement is declared invalid by a court of
competent jurisdiction, the remaining terms shall remain effective, provided that elimination of
the invalid provision does not materially prejudice either party with regard to its respective rights
and obligations; in the event of material prejudice, then the adversely affected party may
terminate this Agreement.
25. Time is of the Essence. Time is of the essence of every provision hereof in which
time is a factor.
25. Limitations. It is expressly understood that in licensing the right to use the
Property, no estate or interest in real property is being conveyed to Contractor, and that the right
to use is only a nonexclusive, revocable and unassignable permission to temporarily use the
Property in accordance with the terms and conditions of this Agreement. This Agreement
provides only a right of use of temporary duration and does not give the Contractor any added
interest, title, estate or right of any kind or extent whatsoever, whether legal or equitable
prescriptive or otherwise, in the Property, no matter how much money is expended on the
Property nor how long this Agreement runs. Neither a partnership nor a joint venture is in any
way intended by this Agreement. The Contractor agrees that it will not claim at any time any
interest, estate or right in the Property by virtue of this Agreement or by virtue of the
Contractor's occupancy, use or expenditures under this Agreement.
26. Authority to Enter Into Agreement. Each person signing below personally
warrants and represents to the Owner that the Contractor has approved this Contractor, intends to
be bound by its terms and that they are duly authorized to execute this Agreement on behalf of
the Contractor.
27. Entire Agreement. This Agreement and any documents attached hereto or
mentioned herein, contain all of the Agreements of the parties regarding the Property, and no
prior agreement or understanding pertaining to any such matter shall be effective for any
purpose.
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11086-0001 \2699279v8. doe
28. Amendments. No provision of this Agreement may be amended except by the
written agreement of both parties.
[Signature Page to Follow]
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11086-0001 \2699279v8. doe
IN WITNESS WHEREOF, Contractor and Owner have caused this Agreement to be
executed on the day and year first written above.
CONTRACTOR:
GREYSTAR, LP,
a Delaware limited partnership
By:
Print Name:
Title:
Address for notices:
380 Stevens Avenue, Suite 200
Solana Beach, CA 92075
OWNER:
CITY OF TEMECULA,
a municipal corporation
ATTEST:
Randi Johl, City Clerk
Address for notices:
41000 Main Street
Temecula, California 92590
Attn: Luke Watson, Deputy City Manager
APPROVED AS TO FORM:
In
Peter M. Thorson, City Attorney
11086-0001 \2699279v8. doe
EXHIBIT "A"
DESCRIPTION OF PROPERTY
A PORTION OF PARCELS I I AND 15 OF PARCEL MAP NO.23561-2, AS SHOWN BY
MAP ON FILE IN BOOK 168 OF PARCEL MAPS, AT PAGES 71 THROUGH 73,
INCLUSIVE, OFFICIAL RECORDS OF THE COUNTY RECORDER OF RIVERSIDE
COUNTY, STATE OF CALIFORNIA DESCRIBED AS FOLLOWS:
COMMENCING AT TIME MOST NORTHERLY CORNER OF SAID PARCEL 15;
THENCE SOUTH 41" 58' 53" EAST 97.63 FEET ALONG THE NORTHEASTERLY LINE OF
SAID PARCEL 15 TO A POINT ON A LINE LYING 97.63 FEET SOUTHEASTERLY OF
AND PARALLEL WITH THE NORTHWESTERLY LINE OF SAID PARCEL 15 SAID
POINT ALSO BEING THE TRUF POINT OF BEGINNING;
THENCE ALONG SAID PARALLEL LINE SOUTH 49" OF 07" WEST 281.66 FEET TO A
POINT ON THE SOUTHWESTERLY LINE OF SAID PARCEL 15;
THENCE CONTINUING ALONG SAID PARALLEL LINE SOUTH 48" 01' 07" WEST 222.59
FEET;
THENCE LEAVING SAID PARALLEL LINE, SOUTH00" 39' 13" EAST 49.55 FEET TO A
POINT ON A LINE LYING 18.00 FEET NORTHEASTERLY OF AND PARALLEL WITH
THE SOUTHWESTERLY LINE OF SAID PARCEL 11;
THENCE ALONG SAID PARALLEL LINE SOUTH 48° 39' 30" EAST 122.89 FEET TO THE
SOUTHEASTERLY LINE OF SAID PARCEL 11;
THENCE NORTH 410 20' 30" EAST 242.00 FEET ALONG THE SOUTHEASTERLY LINE
OF SAID PARCEL l l TO THE MOST EASTERLY CORNER OF SAID PARCEL 11 SAID
POINT ALSO BEING ON THE SOUTHWESTERLY LINE OF SAID PARCEL 15;
THENCE SOUTH 48" 39" 33" EAST 20.00 FEET ALONG SAID SOUTHWESTERLY LINE
TO THE MOST SOUTHERLY CORNER OF SAID PARCEL 15;
THENCE NORTH 53" 42' 26" EAST 233.35 FEET ALONG THE SOUTHEASTERLY LINE
OF SAID PARCEL 15 TO THE MOST SOUTHEASTERLY CORNER OF SAID PARCEL 15
ALSO BEING THE BEGI! NING OF A NON -TANGENT CURVE CONCAVE EASTERLY
AND HAVING A RADIUS OF 6 1. 00 FEET, A RADIAL LINE THROUGH SAID POINT
BEARS SOUTH 480 Ol' 07" WEST;
THENCE NORTHERLY ALONG THE EASTERLY LINE OF SAID PARCEL 15 AND SAID
CURVE THROUGH A CENTRAL ANGLE OF 760 51' 25" AN ARC DISTANCE OF 81.83
FEET TO THE MOST EASTERLY CORNER OF SAIL] PARCEL 15;
THENCE NORTH 41" 58' 53" WEST 113.97 FEET AL{)NG THE NORTHEASTERLY LINE
OF SAID PARCEL 15 TO THE, TRUE POINT OF BEGINNING.
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PERDUE RUSSELL & MATTHIES REAL ESTATE APPRAISAL
41919 Moreno Road, Temecula, CA 92590
Serving The Inland Empire
Appraisal Consultants to Government, Financial, Legal and Agricultural Industries
November 4, 2022
Ms. Haide Urias, Housing & Real Estate Analyst
City of Temecula
41000 Main Street
Temecula, CA 92590
Subject: Appraisal Report
Appraisal of a single, vacant parcel for license negotiations located at the end of
McCabe Court, with Jefferson Avenue visibility, in the City of Temecula, Riverside
County, CA. 92590. Assessor's Parcel Number (APN) 910-262-061
Dear Ms. Urias:
At your request and authorization, we have performed an Appraisal of the subject property
and submit herewith our value opinions in the following Appraisal Report. This report presents
our opinion of the market value of the fee simple estate interest and the rental rate for the subject
property in order to negotiate a license, reportedly for 24 months or less. The date of value is as
of the date of our last inspection, October 14, 2022.
The subject property is further identified as follows:
IDENTIFICATION OF THE SUBJECT PROPERTY
Land
Size
General Plan/
Location/APN
Ownership
(Acres)
Zoning
Comments
SP14 Uptown
One vacant parcel accessed
McCabe Court, west of Madison
City of
1.83
Sports/Transit
from McCabe Court with
Avenue, Temecula, CA 92590
Temecula
District
Jefferson Avenue exposure
APN 910-262-061
but no access.
The purpose of the appraisal is based on the client's instructions to estimate the current
land lease/license rent for the subject property.
The function or intended use of the appraisal is to serve as the basis for negotiating the rent
for the subject property as a construction storage yard for a term not to exceed 24 months.
Telephone: (951) 694-6904 Fax: (951) 694-6964
Ms. Haide Urias
City of Temecula
Page 2
The intended users are the City of Temecula as well as their agents or assigns. Any other
party who uses or relies on any information in this report without our written consent is
considered an unintended user and does so at their own risk.
The date of value of this appraisal is October 14, 2022. This is the date of our last
inspection. The depth of discussion contained in this report is specific to the needs of client and
for the intended use stated herein. We are not responsible for unauthorized use of the report.
This report has been prepared to comply with the reporting requirements set forth under
Standards Rule 2-2 of the Uniform Standards of Professional Appraisal Practice (USPAP) for an
Appraisal Report, as well as the Code of Professional Ethics and Standards of the Appraisal
Institute.
Included in this report are an introduction, factual data including a description of the
surrounding area, a subject property data section, highest and best use analysis, valuation
methodology, and discussions and analysis of the pertinent comparable market data that was
utilized for valuation.
This valuation is subject to the Certification, Assumptions and Limiting Conditions, any
conditions in the Site Analysis, and Definitions stated herein which are integral parts of this
report. Exposure time is not estimated based on the purpose of this report.
Based on our investigation and analyses, the following table summarizes our rental rate
opinion of the subject property as of October 14, 2022, qualified by the Certification,
Assumptions and Limiting Conditions, any conditions in the Site Analysis, and definitions stated
herein:
Land
Rental
Annual
Monthly
Rent/
Value X
% =
Rent Range
Rent Range
SF/Mo. Range
$1,260,000 X
6% _
$75,600
$6,300
$0.08
This letter must remain attached to the report in order for the value opinion set forth to be
considered valid.
Telephone: (951) 694-6904 Fax: (951) 694-6964
Ms. Haide Urias
City of Temecula
Page 3
Thank you for the opportunity to be of service. Should you have any questions regarding
this analysis or the value conclusion, please contact us directly.
Sincerely,
PERDUE RUSSELL & MATTHIES REAL ESTATE APPRAISAL
i
Robert S. Perdue, MAI
State of California
Certified General Real Estate
Appraiser No. AGO06362
7 ) -
or�O-gj�-
Roger Doverspike, MAI
State of California
Certified General Real Estate
Appraiser No. AGO04194
Telephone: (951) 694-6904 Fax: (951) 694-6964
APPRAISAL REPORT
For
Ms. Haide Urias, Housing & Real Estate Analyst
City of Temecula
41000 Main Street
Temecula, CA 92590
Of
f1.83-Acres (79,715 square Feet) in One Legal Parcel
Identified as Assessor's Parcel Number APN 910-262-061
Located at the end of
McCabe Court, Fronting Jefferson Avenue
In the City of Temecula,
Riverside County, California, 92590
Date of Valuation
October 14, 2022
Date of Report
November 4, 2022
Appraised By
PERDUE RUSSELL & MATTHIES REAL ESTATE APPRAISAL
41919 Moreno Road
Temecula, California 92590
File No. 2022-14
TABLE OF CONTENTS
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS...................................................1
ASSUMPTIONS AND LIMITING CONDITIONS.........................................................................3
CERTIFICTION................................................................................................................................ 5
INTRODUCTION............................................................................................................................. 7
DEFINITIONS................................................................................................................................10
REGIONALANALYSIS................................................................................................................12
AREA ANALYSIS - TEMECULA...............................................................................................14
NEIGHBORHOODANALYSIS....................................................................................................18
MARKETOVERVIEW..................................................................................................................20
SUBJECT PROPERTY OVERVIEW............................................................................................23
SITEDESCRIPTION.....................................................................................................................24
HIGHESTAND BEST USE...........................................................................................................29
VALUATION METHODOLOGY.................................................................................................31
SALES COMPARISON APPROACH...........................................................................................32
VALUATION................................................................................................................................. 38
LICENSE AGREEMENT ANALYSIS..........................................................................................41
ADDENDA.....................................................................................................................................44
Subject Property Information
Miscellaneous Data
Land Comparable Data
Qualifications
SUMMARY OF IMPORTANT FACTS AND CONCLUSIONS
Property Appraised: One legal parcel located at the end of McCabe Court, fronting
Jefferson Avenue with no access, in the City of Temecula, Riverside
County, CA 92590. Assessor's Parcel Number (APN) 910-262-061.
Owner of Record: City of Temecula
Date of Value: October 14, 2022, the date of our most recent site inspection.
Purpose of Appraisal: To estimate the rental and rental rate range for the subject property.
Property Rights Appraised: The Fee Simple Estate/Monthly lease/license rate and amount.
Subject Site Description: Parcel Size: ±1.83-acres
Shape: Irregular
Topography: Mostly level
Utilities: All available
Zoning: US (Uptown Sports / Transit District). This zone
allows a mix of land uses including urban residential dwellings and
hotel and guest -serving facilities as well as support commercial and
retail uses to support a proposed regional park facility across Jefferson
Avenue and a transit terminal.
General Plan: SP-14 (Uptown Specific Plan)
Improvements: None
Highest and Best Use: Hold for future development, likely to be assembled with Parcel 060,
for a high -density residential and/or mixed use in the future as
demand and financial feasibility dictates.
Summary of Important Facts and Conclusions Page 1
Hypothetical Condition: In order to lease/license the subject property for a contractor's yard,
the city will have to allow this unallowed permanent use. Therefore,
we have invoked the assumption that the City of Temecula will allow
this use that presently is not allowed on this property based on current
land use/zoning designations.
Summary of Conclusions of Value:
Land
Rental
Annual
Monthly
Rent/
Value X
% =
Rent Range
Rent Range
SF/Mo. Range
$1,260,000 X
6% _
$75,600
$6,300
$0.08
Exposure Time: Not applicable
Appraisers: Robert S. Perdue, MAI
Certified General Real Estate Appraiser
State of California
BREA Appraisal ID No.: AGO06362
Roger Doverspike, MAI
Certified General Real Estate Appraiser
State of California
BREA Appraisal ID No.: AGO04194
Summary of Important Facts and Conclusions Page 2
ASSUMPTIONS AND LIMITING CONDITIONS
Standards Rule 2 of the Uniform Standards of Professional Appraisal Practice requires the
appraisers to group and unequivocally set forth all assumptions and all conditions
qualifying the appraisal analysis or conclusion. In compliance therewith, and to assist the
reader in interpreting this report, such Assumptions and Limiting Conditions are set forth
as follows:
SPECIFIC
1) As requested by the client, this is a narrative Appraisal Report that is intended to comply
with the reporting requirements set forth under Standards Rule 2-2 of the Uniform Standards
of Professional Appraisal Practice. The information contained within this report is specific
to the needs of the client and for the intended use stated herein. The appraisers are not
responsible for unauthorized use of this report.
2) The subject property consists of one legal lot being valued per the underlying land use
designation. We are assuming that the City of Temecula, in order to rent the subject
property in the interim as a contractor's yard will allow this use.
GENERAL
3) No responsibility is assumed for legal or title considerations. Title to the property is
assumed to be good and marketable unless otherwise stated in this report.
4) The property is appraised free and clear of any and all liens and encumbrances unless
otherwise stated in this report.
5) Responsible ownership is assumed unless otherwise stated in this report.
6) The information furnished by others is believed to be reliable. However, no warranty is
given for its accuracy.
7) All engineering is assumed to be correct. The illustrative material in this report is included
only to assist the reader in visualizing the property.
8) It is assumed that there are no hidden or unapparent conditions of the property or subsoil
that renders it more or less valuable. No responsibility is assumed for such conditions or
for arranging for engineering studies that may be required to discover them.
9) It is assumed that there is full compliance with all applicable federal, state, and local
environmental regulations and laws unless otherwise stated in this report.
Assumptions and Limiting Conditions Page 3
10) It is assumed that all applicable zoning and use regulations and restrictions have been
complied with, unless nonconformity has been stated, defined, and considered in this
appraisal report.
11) It is assumed that all required licenses, certificates of occupancy, consents or other
legislative or administrative authority from any local, state, or national governmental
agency, can be obtained for any use on which the value estimate contained in this report is
based.
12) Maps and exhibits found in this report are provided for reader reference purposes only. No
guarantee as to accuracy is expressed or implied unless otherwise stated in this report. No
survey has been provided for our review in completing this report.
13) It is assumed that the utilization of the land is within the boundaries or property lines of the
property described and that there is no encroachment or trespass unless otherwise stated in
this report.
14) The appraisers are not qualified to detect hazardous waste and/or toxic materials. Any
comment by the appraisers that might suggest the possibility of the presence of such
substances should not be taken as confirmation of the presence of hazardous waste and/or
toxic materials. Such determination would require investigation by a qualified expert in
the field of environmental assessment. The presence of substances such as asbestos,
urea -formaldehyde foam insulation or other potentially hazardous materials may affect the
value of the property. The appraisers' value opinion is predicated on the assumption that
there is no such material on or in the property that would cause a loss in value unless
otherwise stated in this report.
15) No responsibility is assumed for any environmental conditions, or for any expertise or
engineering knowledge required to discover them. The appraisers' descriptions and
resulting comments are the result of the routine observations made during the appraisal
process.
16) Possession of this report, or a copy thereof, does not carry with it the right of publication.
It may not be used for any purpose by any person other than the parties to whom it is
addressed without the written consent of Robert S. Perdue, MAI and Roger Doverspike,
MAI, and in any event, only with proper written qualification and only in its entirety.
17) Neither all nor any part of the contents of this report (especially any conclusions as to
value, the identity of the appraisers, or the firm with which the appraisers are connected)
shall be disseminated to the public through advertising, public relations, news sales, or
other media without prior written consent and approval of the authors.
Assumptions and Limiting Conditions Page 4
CERTIFICTION
We certify that, to the best of our knowledge and belief:
1. The statements of fact contained in this report are true and correct.
2. The reported analyses, opinions and conclusions are limited only by the reported assumptions
and limiting conditions, and are our personal, impartial, and unbiased professional analyses,
opinions, and conclusions.
3. We have no present or prospective interest in the property that is the subject of this report and
no personal interest with respect to the parties involved.
4. We have performed no appraisal services regarding the subject property in the last three years
of this report.
5. We have no bias with respect to the property that is the subject of this report or to the parties
involved with this assignment.
6. Our engagement in this assignment was not contingent upon developing or reporting
predetermined results.
7. Our compensation for completing this assignment is not contingent upon the development or
reporting of a predetermined value or direction in value that favors the cause of the client, the
amount of the value opinion, the attainment of a stipulated result, or the occurrence of a
subsequent event directly related to the intended use of this appraisal.
8. Robert S. Perdue, MAI and Roger Doverspike, MAI, made personal inspections of the
subject property identified at the subject of this appraisal report.
9. No one provided significant real property appraisal assistance to the persons signing this
certification. Jordan Doverspike assisted with the compilation of this report under our direct
supervision.
10. The reported analyses, opinions and conclusions were developed, and this report has been
prepared in conformity with the Code of Professional Ethics and Standards of Professional
Appraisal Practice of the Appraisal Institute and the Uniform Standards of Professional
Appraisal Practice (USPAP).
11. The use of this report is subject to the requirements of the Appraisal Institute relating to
review by its duly authorized representatives.
12. As of the date of the report, Robert S. Perdue, MAI and Roger Doverspike, MAI have
completed the continuing education program of the Appraisal Institute.
Certification Page 5
13. Robert S. Perdue, MAI and Roger Doverspike, MAI hereby certify that they have the
knowledge and experience to complete this appraisal assignment. They further certify that
they have previously appraised this property type and are familiar with the locale. Please see
the Qualifications of the Appraisers, in the Addenda.
14. We have not revealed the findings and results of the appraisal to anyone other than the proper
officials and will not do so until authorized by said officials, or until required to do so by due
process of the law, or until released from this obligation by having publicly testified as to
such findings.
PERDUE RUSSELL & MATTHIES REAL ESTATE APPRAISAL
�Oj
Robert S. Perdue, MAI
State of California
Certified General Real Estate
Appraiser No. AGO06362
Roger Doverspike, MAI
State of California
Certified General Real Estate
Appraiser No. AGO04194
Certification Page 6
INTRODUCTION
Identification of Subject Property
The subject property is identified in the table below:
IDENTIFICATION OF THE SUBJECT PROPERTY
Land
Size
General Plan/
Location/APN
Ownership
(Acres)
Zoning
Comments
SP14 Uptown
One vacant parcel accessed
McCabe Court, west of Madison
City of
1.83
Sports/Transit
from McCabe Court with
Avenue, Temecula, CA 92590
Temecula
District
Jefferson Avenue exposure
APN 910-262-061
but no access.
Scope of the Appraisal
The scope of this assignment is summarized below:
• We last inspected the subject property on October 14, 2022. During our first
inspection on October 10, 2022, representative photographs were taken.
• We inspected the surrounding neighborhood, competitive market area and reviewed
the relevant market data.
• On an ongoing basis, we interviewed real estate specialists whose expertise is
commercial and multi -family residential property and land leases in the greater
Temecula area.
• We developed and analyzed the available market data pertinent to valuing the
subject property.
• Using the local multiple listing service, public records, CoStar contract service and
real estate agents knowledgeable about the land market in the area, commercial,
industrial, and high -density residential land sales were researched, reviewed, and
analyzed. Unless otherwise noted, the comparable sales included herein were
confirmed with at least two data sources.
• No directly comparable zone land leases were found in our data research. However,
we found a significant sample of land sales with which to opine the underlying
market value of the subject property using the Sales Comparison Approach.
Thereafter, we surveyed area commercial and industrial real estate specialists to
conclude a reasonable return on investment based on the market value of the land
and the potential use of the underlying land encumbered by the license/lease. No
other valuation approaches were applicable.
Introduction Page 7
Purpose of the Appraisal
The purpose of the appraisal is to estimate a land lease/license rate for the subject property.
Function and Intended Use of the Report
The function and intended use of the appraisal is to serve as the basis of the market value
for potential land license negotiations. It is not to be used for any other purpose.
Intended User(s)
The intended users are Ms. Haide Urias and the City of Temecula, as well as any potential
lessee as well as their agents or assigns. Any other parry who uses or relies on any information in
this report without our written consent is considered an unintended user and does so at their own
risk.
Property Rights Appraised
The property rights being appraised are the fee simple estate. A land license/lease will
change the property rights to leased fee and leasehold (license) estates. However, both
ownerships, value wise, will be the same because the rental conclusion will be based on market
data.
Date of Inspection
The date of our most recent inspection of the subject property was October 14, 2022.
Date of Value
The date of value is October 14, 2022.
Unavailability of Information
In the scope of analysis, certain information was not provided to the appraisers for
consideration. These documents included a title report, soils report, environmental reports and
a property survey. Should any of this data or other pertinent documents become available for our
review, we reserve the right to review and modify the stated conclusions if necessary.
Introduction Page 8
Exposure and Marketing Time
These are not analyzed based on the purpose of this report.
Introduction Page 9
DEFINITIONS
MARKET VALUE
Market value is defined as "The most probable price that the specified property
interest should sell for in a competitive market after a reasonable exposure time, as of a
specified date, in cash, or in terms equivalent to cash, under all conditions requisite to a
fair sale, with the buyer and seller each acting prudently, knowledgeably, for self-
interest, and assuming that neither is under duress. " i
Fee Simple Estate
A fee simple estate interest is defined as "Absolute ownership unencumbered by
any other interest or estate; subject only to limitations of eminent domain, escheat, police
power and taxation. " 2
Leased Fee Interest
A leased fee estate interest is defined as: "The ownership interest held by a lessor,
which includes the right to receive the contract rent specified in the lease plus the
reversionary right when the lease expires." I
License
This term is defined as "a personal, unassignable and typically revocable
privilege or permit to perform some activity on the land of another without obtaining an
interest in the property." 3
1 The Appraisal Institute, The Dictionary of Real Estate Appraisal, Fifth Edition, page 122
2 The Dictionary of Real Estate Appraisal, Fifth Edition, page 78
3 The Dictionary of Real Estate Appraisal, Seventh Edition, page 108
Definitions Page 10
Highest and Best Use
This term is defined as " the reasonably probable and legal use of vacant land or
an improved property, which is physically possible, appropriately supported, financially
feasible, and that results in the highest value. The four criteria the highest and best use
must meet are legal permissibility, physical possibility, financial feasibility, and
maximum productivity. Alternatively, the probable use of land or improved property —
specific with respect to the user and timing of the use — that is adequately supported and
results in the highest present value. " 4
4 The Dictionary of Real Estate Appraisal, Fifth Edition, page 93
Definitions Page 11
REGIONAL ANALYSIS
Riverside County
Riverside County is one of five major counties located in Southern California. The subject
property is located within the southwestern portion of Riverside County, in the City of Temecula.
Riverside County is one of the largest counties in California with a land area of 7,208
square miles. The County is governed by five supervisors elected to 4-year terms. The
supervisors oversee a general manager hired by the supervisors. The County provides all the
necessary community and neighborhood services including police and fire protection. The
County includes a total of 28 cities and unincorporated communities. The population was
estimated to be almost 2.436 million as of January 2022, per the California Department of
Finance. This is a 0.5% increase from January 2021.
The County has all types of housing with the most common owner -occupied type being
single family homes. According to the local MLS, in CoreLogic, in the 3' quarter of 2022, there
were over 5,000 closed single family home sales with a median sale price of $599,000. There
were also over 5,000 sales with a median sale price of $555,000, which was a 7.9% higher sale
price than in the 3' quarter of 2021. For condominium/townhome sales in the 3' quarter of 2022,
there were 1,051 sales with a median sale price of $437,500. There were 1,707 sales with a
median sale price of $380,000, which was a 15.1% higher sale price than in the 3' quarter of
2021.
As of September 2022, according to the California Employment Development Department,
Report 400 C, there were 1,120,500 residents employed in the County. The unemployment rate
was 4.0%. The state's unemployment rate was 3.7%.
Regional Analysis Page 12
CITY MAP
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Area Analysis — Temecula Page 13
AREA ANALYSIS - TEMECULA
The map on the previous page shows the subject property in relationship to the City of
Temecula. This section is condensed because the client is the City of Temecula.
The City of Temecula is located approximately 43 miles south of the City of Riverside and
60 miles north of the City of San Diego. It covers approximately 37 square -miles. The city is
bordered on the north by the City of Murrieta; on the south by the communities of Rainbow and
Fallbrook, located in San Diego County; the Pechanga Indian Reservation and unincorporated land
within Riverside County which includes Temecula Wine Country to the east; and on the west by the
residential community of De Luz. Temecula is bisected by the I-15 freeway which provides access
to the surrounding metropolitan areas within Southern California. The city was incorporated on
December 1, 1989.
Based on the E1 California Population report published by the California Department of
Finance, the City of Temecula, as of January 2022, had a population of 109,925 inhabitants, which
is a negative growth rate of 0.4% since 2021. The median age within the city is 35, one year
younger than in Riverside County.
Students attend schools within the Temecula Unified School District. There are also several
private schools within the community. Post high school students can continue their education at
Mt. San Jacinto Community College (a 2-year school) with campuses in both Menifee and
Temecula, the Cal State San Marcos Temecula campus (a 4-year university) or their parent campus
in San Marcos, and other two and four-year schools in the region within a one hour's drive of the
city. 92.9% of the city has at least a high school education with 73% having at least a two-year
degree. Therefore, the community is well educated.
Area Analysis — Temecula Page 14
Based on the information provided by a Realtor's Property Research (RPR) report, the City
of Temecula has a median income of over $96,000. Most residents earn between $50,000 to over
$150,000 annually.
The city is an employment center within the region. Commuting workers typically commute
to larger employment centers within Riverside, San Diego, Orange, and Los Angeles Counties. Per
the State of California Employment Development Department, the unemployment rate for the city
of Temecula, as of September 2022, was 2.8%. This compares to a rate in Riverside County of
4.0%. In the State of California, the rate as of September 2022 was 3.7%.
The community's primary mode of transportation is the automobile. The I-15 Freeway is
utilized by residents who travel outside of the area for work into Riverside, Los Angeles, Orange, or
San Diego Counties. The I-215 Freeway, located just north in Murrieta, accesses employment
centers in both Riverside and San Bernardino Counties. The city, via the I-15 Freeway, provides
convenient access to both the Ontario International and San Diego Airports. Private aircraft use the
French Valley Airport located just northeast of the city on State Highway 79 (Winchester Road).
Public transportation can be found along major streets within the city.
The City has all types of housing with the two most common owner -occupied types being
single family homes and condominiums. According to the local MLS, during the 31 quarter of
2022, there were 428 single-family closed dwellings. Sales ranged between $395,000 and
$4,350,000. The average sale price was slightly over $845,000; the median price was slightly over
$725,000. The median home size was 2,278-sf, constructed in 1997 with 4-bedrooms and 3-
bathrooms on a 7,405 square foot lot.
The subject property is located in the 92590-zip code. During this time frame, this zip code
showed only 11 sales, 10 of which were homes on acreage. The one, 1,305-square foot home on
0.17-acres, located in Old Town Temecula was constructed in 1976 and sold for $540,000.
According to the MLS, there have been no multi -residential (apartments) sold in 2022.
Area Analysis — Temecula Page 15
According to Rent.com, market apartment rents in Temecula range between $1,825 for a 1-
bedroom unit and $4,150/month for a 3-bedroom unit within the 18 surveyed projects in the city.
These rents are market based and do not include any "affordable housing" rents.
The current dominant real estate theme is the real estate recession which commenced this
past summer after the Federal Reserve began raising interest rates.
Area Analysis — Temecula Page 16
NEIGHBORHOOD MAP
Neighborhood Analysis Page 17
NEIGHBORHOOD ANALYSIS
The map on the previous page defines the boundaries of the subject property's district,
known as the Uptown Sports/Transit District (USD) within the Uptown Specific Plan (SP-14)
(USP).
The Uptown Specific Plan (USP) is based on a 10+ year absorption plan, based on demand
that, if developed as planned, will include office, hotel, high density residential, retail and
restaurant development. Real estate brokers we spoke with indicated that this specific plan could
take up to 20-years to develop given the existing trends in the market.
Development timing for the USD as planned is likely dependent on a regional park being
developed across Jefferson Avenue (see map above), a major transit hub being developed on or
near this regional park, that reportedly is not now in the planning process, and the French Valley
Parkway Interchange being developed over the I-15 Freeway to the east to alleviate traffic at the
Winchester Road freeway offramp.
The USD is bordered on the north by French Valley Parkway/Cherry Avenue; on the south
by Santa Gertrudis Creek; on the east by the I-15 Freeway and on the west by Jefferson Avenue.
The arrow in the Neighborhood Map above shows the location of the subject property,
however, the subject lot has been realigned. (See the Plat Map and Subject Property Overview
below.)
Development timing for the USD as planned is likely dependent on a regional park being
developed across Jefferson Avenue (see map above), a major transit hub being developed on or
near this regional park, that reportedly is not now in the planning process, and the French Valley
Parkway Interchange being developed over the 1-15 Freeway to the east to alleviate traffic at the
Winchester Road freeway offramp.
Neighborhood Analysis Page 18
There is a fire station located outside of the neighborhood on Enterprise Circle West, south
of Winchester Road and a police station located in City Hall. Based on the surrounding
improvements, infrastructure is available to service the subject property.
However, as previously stated, we are valuing the property for a land license as a temporary
contractor's yard.
Neighborhood Analysis Page 19
MARKET OVERVIEW
The Uptown Sports/Transit district is located in the Uptown Temecula Specific Plan. The
district is the part of the northerly portion of the plan. The plan calls for primarily high -density
housing with hotels and support commercial and retail uses allowed. It is an area that is
transitioning from office, retail and industrial uses. The district is starting to see some real estate
movement but because of the current economic times, development in the district may be slowed
particularly because of increasing interest rates. There is no doubt that there in a pent-up demand
for residential housing that will likely peak once the regional park and transit center are planned
and developed. To fully develop the district will probably take more than 10-years.
In our data research, we found six parcels totaling 8.27 net acres in escrow with an
apartment developer at a price according to Mike Strode of Lee -Associates in the mid-$20/sf
range. It is scheduled to close escrow in the 1st quarter of 2023, subject to obtaining entitlements.
Another parcel, our Comparable No. 6 is also in escrow, reportedly to close escrow in December
2022 or January 2023 once entitlements are received for a multi -family project likely with APNs
910-272-001 and 002. Any new development will likely be either high density apartments or
hotels, but likely residential housing as there have been a number of hotels developed in the last
24 months.
The subject is a parcel that was split by the City of Temecula after the city acquired
multiple properties in conjunction with the land acquisition for the French Valley Parkway
offramp. When the remainder of the Parkway is developed, there are plans for an onramp to be
developed allowing autos to enter the freeway in a southerly direction, along the northeastern
border of the district.
The subject, we believe, is a remnant parcel that will likely be assembled with Parcel 060,
once the Parkway overpass and onramp are finished. Until then, it is likely, because of its parcel
size and irregular shape it will not be developed separately. The projected storage yard, we
Market Overview Page 20
believe, is a good interim use, assuming that the city allows this use, not presently allowed in this
zoning designation.
Based on this discussion, the mostly likely buyer for the subject property would be a
developer/builder in conjunction with assembling Parcel 060 once the French Valley Parkway
overpass and onramp are completed. This would provide a larger and more utilitarian property
with which to develop a financially feasible use.
Market Overview Page 21
PLAT MAP
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Subject Property Overview Page 22
SUBJECT PROPERTY OVERVIEW
The previous plat map shows the subject property's assessor parcel outlined in yellow.
Note that the subject property is not adjacent to Jefferson Avenue.
Assessor's Parcel Numbers (APN's): 910-262-061
Ownership
The City of Temecula
Sales History
Public records reports no sales history. The subject is part of multiple properties owned by
the city as part of the acquisition of land for the French Valley Parkway future southerly freeway
offramp.
Present and Historical Use
The subject property is unentitled vacant land with offsite improvements constructed. It has
no access to Jefferson Avenue. This lot was split from APNs 910-262-009 and 010 to Parcels 060
and 061. According to information provided by the city, the city of Temecula intends to enter into
a license agreement with Greystar to rent the parcel as a construction storage yard. To accomplish
this, the city will have to change the subject's land use to allow a storage yard that is not now one
of the uses allowed in the underlying Uptown Sports/Transit District.
This appraisal analysis focuses on a rental rate estimate for the subject property to assist the
city in lease/license negotiations.
Adjacent Uses
The subject property is surrounded on all sides by vacant land.
Subject Property Overview Page 23
SITE DESCRIPTION
Location
The subject property is located at the end of the McCabe Court cul-de-sac, at the far
northwestern boundary of the City of Temecula, Riverside County, CA 92590. While it has
exposure to Jefferson Avenue, it does not have direct access.
Census Tract: 0512.00
Legal Description
Please see the Subject Property Section for public records in the Addenda. No title report
was provided for our review.
Size and Shape
The subject property consists of one irregularly shaped parcel that has a land area of ±1.83
acres or 79,715-sf. The subject property does not abut Jefferson Avenue.
Use
At the present time, the subject property is vacant land with no entitlements.
Topography/Drainage
According to a Riverside County GIS report, the subject property's elevation is mostly flat
with elevations ranging from 1047 to 1048-feet above sea level. There is an open drainage culvert
on or near the southerly border of the subject property. A storm drain is in the street right-of-way
at the end of the cul-de-sac. (See photographs)
Flood Zone
FEMA indicates that the subject property is not located in a 100-year flood zone (Zone X)
per Panel No. 06065C-2720G, dated August 28, 2008. Flood insurance is not required for any
development on the site.
Site Description Page 24
Zoning
The subject is in the Uptown Sports/Transit District of the Uptown Specific Plan (SP-14).
This district is anticipated to have a mix of land uses to support the future regional park facility to
be located across Jefferson Avenue from the property as well as a planned transit terminal. Uses
are planned to include hotel and guest -serving facilities, support commercial and retail uses as
well as a diversified mix of high density, urban residential dwellings. Development densities will
be on a per development basis. A copy of development standards can be found in the Subject
Property section of the Addenda.
Access and Street Improvements
The subject property is accessed by McCabe Court, a two-lane, asphalt paved 60-foot
right-of-way, cul-de-sac. Offsite improvements include concrete curb and gutter and sidewalks
along with overhead lighting. There is a storm drain at the end of the cul-de-sac. While the
specific plan indicates that there may be future access to Jefferson, with the lot line adjustment of
Parcels 009 and 010 to 060 and 061, the subject no longer abuts Jefferson Avenue.
Utilities
All utilities are available to service the subject property.
Soil Conditions & Geologic Hazards
A soil report or geologic investigation was not provided. For purposes of this appraisal,
based on surrounding improvements, it is presumed that there are no adverse soil conditions or
geologic hazards that would negatively affect the subject's highest and best use, and therefore, its
market value.
Easements, Encroachments and Encumbrances
A preliminary title report was not provided for our review. The property is assumed to be
under responsible ownership and free and clear of any liens or encumbrances. In viewing the
property, there appears to be no significant easements or encroachments. Therefore, this appraisal
assumes that there are no easements, encroachments, or encumbrances that would significantly
adversely affect the subject's site utility or highest and best use, and therefore its market value.
Site Description Page 25
Hazardous Waste Assessment
An Environmental Site Assessment was not provided for our review. However, no
obvious signs of hazardous waste on the site were observed during our visual inspections. This
appraisal assumes that there are no toxic and/or hazardous materials on or adjacent to the property
that would negatively impact market value.
Earthquake
According to a Riverside County GIS report, the property is located within the Elsinore
and County Fault Earthquake Fault zones. Based on improvements already within these study
zones, we have assumed that any potential development challenge can be mitigated.
Real Estate Taxes and Assessments
The subject property is owned by the City of Temecula. Therefore, there are no taxes paid.
On the following page, please find an aerial plat map with an ID pin showing the location
of the subject property. I have also included a second map provided by the client, the shape of
which is different than the legal parcel. If there are any square footage difference, the rent can be
adjusted using the same rental rate concluded in this report.
Site Description Page 26
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HIGHEST AND BEST USE
One of the central concepts in the appraisal of real property is the question of highest and
best use. To accurately analyze market value, the appraisers need to identify and determine the
highest and best use of the property, both as if vacant, and as improved (if applicable), as of the
date of value. The highest and best use analysis involves four components identified as follows:
1. Legally Permissible: Identification of those uses which are permissible
based upon land use, zoning, and private deed restrictions.
2. Physically Possible: Identification of those uses which the subject site is
physically capable of supporting.
3. Financially Feasible: Identification of those possible and permissible uses
that will yield a positive net return to the subject property.
4. Maximally Productive: From among the feasible uses, the appraisers must
select that use which, in their opinion, will produce the highest net return, or
result in the highest present worth for the property.
These criteria must be considered in order because qualification under a latter test is moot
if a use fails an earlier test. Furthermore, all potential uses must be considered relative to external
market forces.
As Vacant
Legally Permissible: The subject property is part of the Uptown Temecula Specific Plan
(SP-14), located in the Uptown Sports/Transit District, in the northeast section of the specific
plan. This district is intended to support the proposed adjacent regional park facility and
proposed transit hub/center with a mix of land used that includes, hotels and guest -serving
facilities, support commercial and retail services, as well as urban residential dwellings, many
with commercial/retail uses on the first floor.
Highest and Best Use Page 29
Physically Possible: The site has a long, irregular, rectangular shape, that while being able
to be developed, is likely a candidate to be assembled in the future with the neighboring Parcel
060. The two vacant parcels to the south are presently part of a 6-parcel escrow sale on both side
of Buecking Drive that is planned to be developed as a high -density apartment project.
Financially Feasible: At the present time, there likely is no financially feasible use
without assembling the adjacent property (Parcel 060). given the legal permissibility but no plans
in place for the adjacent regional park and transit center, that we understand is not presently in the
planning process.
Maximally Productive
Based on the discussion above, we are of the opinion that the subject property will be held
for future development, likely assembled with the adjoining property (Parcel 060) for a use in the
specific plan as demand and financial feasibility dictates. We anticipate that it could be a long-
term hold.
Conclusion — Rental Yard
Further, our research indicates that real estate construction is decreasing; hence, the
demand and ground rent rates are starting to decrease as well.
Highest and Best Use Page 30
VALUATION METHODOLOGY
The purpose of this appraisal is to estimate the market rent for the subject property. This
entails first searching for contractor yard land leases in the area. As Temecula has become a
mature real estate market, we found none. We, therefore, utilized standard land lease valuation
methodology which first values the subject property's fee simple estate interest using the Sales
Comparison Approach because this is the only applicable approach used by buyers and seller in
the marketplace. Thereafter, we concluded a rental return rate for the property based on ongoing
land lease information in our appraisal practice, augmented by surveying area real estate brokers
familiar with returns on investments demanded by landowners. We confirmed this methodology
with real estate agents and brokers we interviewed.
Valuation Methodology Page 31
SALES COMPARISON APPROACH
As discussed in the Highest and Best Use and Value Methodology section, we will value
the subject property's fee simple estate based on its highest and best use.
The Sales Comparison Approach incorporates the principle of substitution. This principle
holds that the value of a property replaceable in the market tends to be set by the cost of acquiring
an equally desirable substitute property, assuming no undue delay. This approach is considered
"direct evidence" of the marketplace and its reliability is related to the quality and comparability
of the sales data.
This valuation technique includes discovery, investigation and analysis of recent sales
transactions involving property similar to the one being appraised. While no two properties are
identical, it is possible to discover sales of properties possessing characteristics generally similar
to those of the subject property. Adjustments are then made to each comparable to reflect
significant differences between the comparables and the subject property. In this manner, the
appraisers are able to find a supportable range of value to formulate a value opinion.
We completed our data research for comparable transactions in both Temecula and
Murrieta will some similar characteristics to the subject property. Data sources we used included
the local Multiple Listing Service (MLS), Costar, contract data sources, public records, and
commercial real estate agents or brokers in the reason.
After completing our data research, we chose seven comparables that we believe are a fair
sample with which to value the subject property. The comparables bracket the subject property's
side. Five are closed sales. The closed in 2021 or 2022. One is an escrow sale while one was a
cancelled escrow by the seller, who turned around and rented the land to another party (a credit
tenant) on a long-term lease with a condition of the lessee building an auto dealership on the site.
All are located in either Temecula or Murrieta on the westside of the I-15 Freeway. One of the
Sales Comparison Approach Page 32
sales (Comparable No. 3) and the escrow sale (Comparable No. 6) are located in the subject's
subdivision.
On the following pages, please first find a map showing the locations of the comparables
in relationship to the subject property followed by a table summarizing the comparables we used
in analyzing the subject property.
Sales Comparison Approach Page 33
SALES COMPARABLE MAP
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Sales Comparison Approach Page 34
MARKET DATA SUMMARY GRID
Address
Buyer
Sale Date
Area (Acres)
Topography
DOM
Community
Buyer's Address
Date of Recording
Area (Square Feet)
Shape
Assessor's Parcel Number
Community
Document No.
Sales Price
Utilities
Sale Price/
Seller
Data Source
Terms
Zoning
SFNet*
Sub
McCabe Court
N/A
10/10/2022
1.83
Level
N/A
Temecula, CA
N/A
N/A
79,715
Irregular
910-232-061
N/A
N/A
N/A
All Available
N/A
City of Temecula
Inspection
Cash Equivalent
Uptown Sports
I
Northeast side of Pujol StrCct
Pacific West Communities
11/9/2021
1.72
Level
N/Av
Temecula, CA
430 E. State St., #100
11/9/2021
74,923
Rectangular
922-053-047
Eagle, ID 83616
665869
$2,0009000
All Available
$26.69
Bfphp LLC
Public Rees
Cash
Ngbbad Res
2
Southside of Winchester Rd.
Crp Of Pdc Temecula Owner LLC
5/11/2022
3.95
Level
180
West of Diaz Rd.
450 Newport Center Dr. #405
5/18/2022
172,062
Rectangular
Temecula, CA
Palm Desert, CA 92260
230672 & 230676
$4,301,273
All in
$25.00
909-310-002,003,004 & 005
Kgeorge Corp Defined Benefit
CDSTub Recs
Cash
Light Industrial
3
SWC of Madison Ave.
Temecula Extended Stay LLC
9/16/2021
2.17
Level
2,693
and McCabe Ct.
633 W. 5th St. #28th
9/20/2021
94,525
Rectangular
Temecula, CA
Los Angeles, CA 90071
557362
$1,690,000
All in
$17.88
910-272-022 & 023
A Course in Miracles Inc.
CDS/Pub Recs/RE Bkr
Cash
Uptown Sports
4
SEC of Magnolia St. and
Omni Land Development LLC
5/20/2021
3.25
Level
N/Av
Washington Ave.
2348 W. Whitendale Ave. #d
6/24/2022
141,570
Rectangular
Temecula, CA
Visalia, CA 93277
284861
$294259000
All Available
$17.13
906-780-005, 008 & 009
Rigas Family Trust
CDS/Pub Rees
CTNL
Neighborhood Com
5
25631 Addison St.
NMch Investment Group LLC
4/22/2022
2.13
Mostly level
600
Murrieta, CA
6572 Doonbeg Dr.
5/4/2022
92,783
Rectangular
910-490-011
Frisco, TX 75035
210106
$1,450,000
All Available
$15.63
Nunez
CDS[PubRecs
CTNL
Community Commercial
IE
Madison Avenue
N/A
N/A
1.37
Level
1,495
6
N/A
In Escrow
59,677
Irregular
Temecula, CA
N/A
N/A
$1,552,000
All Available
$26.01
910-262-003
Hoff Inv.
CDS/Pub Recs/Bkr
CTNL
Nghbad Res
CF.
Auto Mall Parkway
N/A
N/A
3.64
Mostly level
2,166
7
and Hobie Circle
N/A
N/A
159,559
Irregular
Murrieta, CA
N/A
N/A
$395009000
All Available
$21.94
910-263-003 & 006
Glendora Motorcars
CDS/Pub Recs/Agt.
Cash
MSC Auto Dealership
Comparable Review & Comments
Comparable No. 1 is the sale of a 1.72-acre vacant parcel purchased as an entitled parcel
for part of a 3-lot, 60-unit approved affordable housing project according to a Temecula city
planner in 2019. It is located in Old Town Temecula on the west side of Murrieta Creek, just
north of Main Street. It abuts the creek. All the offsite improvements are constructed, and all
utilities are available. This transaction was confirmed with public records. According to public
records, Pacific West Communities transferred the subject property to Cameron S-Sixteen
Sales Comparison Approach Page 35
Hospitality in May 2017 for $2,000,000 utilizing Document No. 215446. Cameron S-Sixteen
Hospitality then transferred the property to Bfphp LLC in November 2021, also for $2,000,000
utilizing Document No. 664510. Previously, the property transferred in October 2016 from U2
LLC for $1,850,000 utilizing Document No. 483423.
Comparable No. 2 is the sale of 4 separate parcels, purchased in two transactions. The
four sites total 3.95 acres. The lots are contiguous and entirely finished. Three properties were
purchased in one escrow. Parcel 002 was purchased in a separate transaction for $1,024,000. The
buyer is Phelan Development Company, a developer of industrial properties. This sale was
confirmed with a contract data source and public records. According to public records, there have
been no sales in the three previous years of these transactions.
Comparable No. 3 is the sale of two parcels totaling 2.17 acres. Both are corner parcels.
The parcels are located very near the subject property. According to the real estate broker we
confirmed this transaction with, it was purchased as an investment likely as a hotel site. The lots
are finished, and all utilities are to the property. It has freeway visibility but like the subject,
secondary access. Like the subject, it is located in a mixed -use area where the existing
improvements do not meet the development guidelines set out in the Uptown Sports/Transit
District. This sale was confirmed with a contract data source, public records and the broker
involved in the sale. Per public records, this property has not transferred in the previous 3 years
of its sale.
Comparable No. 4 is the sale of three parcels that total 3.25-acres. The parcel has partial
offsite improvements completed. It is located at a lighted intersection, surrounded by Murrieta
Valley High School to the west and residential subdivisions to the north and improvements on
acreage and a residential subdivision to the east. To the south is vacant land. At the time of the
sale, there were no entitlements. The buyer intends on developing a fast food, gas, and
convenience store as well as a car wash. This sale was confirmed with a contract data source and
public records. Per public records, this property has not transferred in the previous 3-years of its
sale.
Sales Comparison Approach Page 36
Comparable No. 5 is the sale of 2.13 acres, located at the corner of Addison Street and
Guava Street, four lots east of Jefferson Avenue, adjacent to CarMax. It has mostly level terrain
and ancillary improvements that add minimal value to the property. Addison Street is primarily a
driveway to the improvements. The buyer was reported to be a hotel operator. The property has
minimal offsite improvements. Guava Street will have to be widened and overhead power lines
moved to develop the site. This comparable is used because of its hotel potential use, a use
allowed for the subject property. This transaction was by a contract data source and public
records. According to public records, this property has not transferred within 3-years of the date
of sale.
Comparable No. 6 is the escrow sale of 1.37 acres located on Madison Avenue, almost
across the street from McCabe Court. The real estate broker indicated that the transaction is
scheduled to close escrow within the next 60-days in the mid $20/sf range. The property has
freeway exposure and is across the street from Comparable No. 3. The broker indicated that the
likely use would be as a hotel or multi -family project, meeting the development standards of the
Uptown Sports/Transit District plan. It has level terrain, and all of the offsite improvements are
constructed. This comparable is used because of its location, in the same area of the subject
property. This transaction was confirmed by a contract data source, public records and the broker
involved in the transaction. According to public records, this property has not transferred within
3-years of the date of sale.
Comparable No. 7 is used because it is the only comparable that according to the real
estate agent, was first an escrow sale that eventually was cancelled by the seller for reasons not
shared, and then land leased to another user (an auto dealer credit tenant) for $350,000 a year on a
20-year term with cost -of -living increases every 5 years. It had previously been in escrow for
$3.5 million. The $350,000 a year lease reflects a 10% annual return. A condition of the lease is
that the lessee build an auto dealership on the property. According to the agent, this was an
unusual deal. He indicated that had he went to market as a land lease originally, he would have
Sales Comparison Approach Page 37
recommended a rent based on 4.5% to 6% of the market value depending on the lessee, their
credit and guarantees, the length of the lease and use. This transaction was confirmed by a
contract data source, public records and the agent involved in the transaction. According to public
records, this property has not transferred within 3-years of this transaction.
Unit of Comparison
Based on reviewing the market data, the standard most consistent unit of comparison is the
Sales Price/Square Foot (P/SF) of land area. Therefore, we used this unit of comparison in our
analysis.
VALUATION
Analysis and Adjustments
Based on the market data, a qualitative technique is used to value the subject property.
The qualitative technique makes positive or negative adjustments for differences between the
comparables and the subject based on interviews with area real estate professionals and our
perceptions of the marketplace. A positive adjustment means that the subject is judged to be
better or superior to the comparable while a negative adjustment is made to a comparable for an
attribute judged to be superior to the subject.
The Market Data Summary Grid above summarizes the relevant market information we
used in valuing the subject property. Adjustments are made for differences between the
comparables and the subject. The market data does not suggest that a market conditions (sale
date) adjustment is required. The following adjustments are made for differences between the
comparables and the subject property.
Comparable No. I has adjustments made for location, parcel shape, access and
entitlements. After making these adjustments, the subject should be valued below $37.12 per
square foot.
Sales Comparison Approach Page 38
Comparable No. 2 has adjustments made for location, shape, and the ability to sell
separate lots. After making these adjustments, the subject should be valued below $25.00 per
square foot.
Comparable No. 3 has adjustments made for shape, access, visibility and parcel location.
After making these adjustments, the subject should be valued below $17.88 per square foot.
Comparable No. 4 has adjustments made for location, shape, access, parcel location and
partial offsite improvements. After making these adjustments, the subject should be valued below
$17.13 per square foot.
Comparable No. 5 has adjustments made for location, topography, shape, access,
visibility, parcel location utilities and offsite improvements. After making these adjustments, the
subject should be valued above $15.63 per square foot.
Comparable No. 6 has adjustments made for being an escrow sale and better access.
After making these adjustments, the subject should be valued notably below $26.01 per square
foot.
Comparable No. 7 has adjustments made for location, access, zoning (demand for a new
auto dealership) and parcel location. After making these adjustments, the subject should be
valued notably below $22.07 per square foot.
Reconciliation and Value Conclusion
After making these adjustments, we believe that the subject property should be valued
between $15.63 and $17.13 per square foot. We chose to stay near the bottom of the range
because of its irregular shape, front footage and access that makes this property a likely candidate
to be assembled with Parcel 060 for future development. After considering these factors, we
conclude a value indicator opinion of $15.75 per square foot. The following table summarizes
our fee simple estate value opinion for the subject property's 79,715 square feet.
Sales Comparison Approach Page 39
Land Area SF x Value Indicator (/SF) Indicated Value
79,715 x $15.75 = $19255,511
Rounded to: $14)260,000
Sales Comparison Approach Page 40
LICENSE AGREEMENT ANALYSIS
License Overview
The client's (City of Temecula) license (not a lease but effectively similar) agreement with
Greystar has a term of two years, not to exceed October 31, 2024. The city is providing this license
because Greystar is or will be under contract for a city project and needs a staging area for certain
equipment, materials, supplies and other associated construction items. The site will be licensed to
Greystar in an as -is condition and they can only be on the property between 6:30 am and 6:30 pm daily,
seven days a week. The property will have to be returned to the city in the condition it was prior to the
license. Any alterations, fencing etc., will have to be approved by the city. The license is not
transferable. The property rights are purely contractual in nature. Greystar is responsible for general
commercial liability and bodily injury and property damage insurance as well as the maintenance of the
property. There are no property taxes associated with property because it is owned by the City of
Temecula, however, the lessee may be liable for possessory interest taxes.
Methodology
Our data research and interviews with real estate brokers and agents indicated that there were no
directly comparable leases similar to the makeup and size of the subject in southwest Riverside County,
particularly with no power or ancillary buildings. They all agree that the only way to estimate a lease rate
is a percentage of the market value of the property.
Therefore, to estimate the market lease/license rent, we first reviewed ongoing information from
various private and public entities and then surveyed commercial real estate professionals about their
opinions of their client's rates of return they wish to attain in the market. The first table shows the ranges
of rates of return for ground leases of both private and public entities who are active in renting land. The
percentages vary based on the location, size, parcel utility and amenities included (power, fencing,
improvements etc.) in the land lease. The following table summarizes the firms and their rates of return
based on ongoing surveys during the course of our appraisal practice as well as utilizing information from
previous land lease appraisal reports.
License Analysis Page 41
Firm
Private/
Public
Required
Rates of Return
The Irvine Company
Private
5.9% to 9.2%
Segerstrom Estate
Private
10.0% to 12.0%
Union Pacific Railroad
Private
9.5% to 12.0%
Mission Viejo Company
Private
10.0%
Watson Land Company
Private
9.5% to 10.5%
Southern California Edison
Public
8.0% to 10.0%
San Diego Water Authority
Public
10.0%
San Bernardino County
Public
10.0%
City of Long Beach Airport Dept.
Public
8.5% to 9.0%
Port of Long Beach
Public
8.0% to 12.0%
Port of Los Angeles
Public
10.0%
San Diego Gas & Electric
Public
8.0% to 10.0%
San Diego International Airport
Public
9.00%
Metropolitan Water District SC
JPublic
1 6.0% to 10.07o
The table below shows the rental rate range of the local real estate professionals we interviewed.
Rate Rate
Broker/Agent
Company
Range
Mahlon Tobias
Tobias Commercial
7.5% to 9.0%
Ryan Jensen
Tobias Commercial
4.5% to 10.0%
Craig Yukum
Lee Associates
6.0% to 9.0%
Mike Strode
Lee Associates
5.5% to 6.0%
Carey Pastor
Coldwell Banker
5% range
Gordon Mize
Lee Associates
4.5% to 6.0%
Bob Kirkpatrick
SVN Real Estate
6.0% to 10.0%
The broker/agent interviews have a range of between 4.5% and 10.0%, within the rates of return of
the private and public municipalities in the first table. Given the subject property's physical
characteristics including no utilities, and no improvements or ancillary buildings on the site, we believe
that a rate of return in today's market would range between 6% and 7% of the subject's market value. We
have selected the lower rental rate percentage based on the just beginning real estate recession discussed
above.
License Analysis Page 42
The following table summarizes our license market rent and rental rate for the subject property. It
is noted that should the actual licensed square footage area be different, the rent range concluded would
still be the same.
Land
Rental
Annual
Monthly
Rent/
Value X
% =
Rent Range
Rent Range
SF/Mo. Range
$1,260,000 X
6% _
$75,600
$6,300
$0.08
License Analysis Page 43
SUBJECT PROPERTY INFORMATION
910-262-061, CA, Riverside County
APN:910-262-061 CLIP:1146775577
OWNER INFORMATION
Owner Name
Owner Name 2
Mail Owner Name
Tax Billing Address
Tax Billing City & State
LOCATION INFORMATION
Zip Code
Carrier Route
Zoning
Tract Number
School District
Comm College District Code
TAX INFORMATION
APN
Alternate APN
Exemption(s)
% Improved
Tax Area
Legal Description
ASSESSMENT & TAX
Assessment Year
Assessed Value - Total
Assessed Value - Land
Assessed Value - Improved
YOY Assessed Change ($)
YOY Assessed Change (%)
Exempt Building Value
Exempt Land Value
Exempt Total Value
Tax Year
Beds
Full Baths
N/A
N/A
Bldg Sq Ft
Lot Sq Ft
N/A
79,715
City Of Temecula
City Of Temecula
41000 Main St
Temecula, CA
Temecula Vly
Mt Jacinto
910-262-061
910-262-061
013067
ACRES 1.83000000 ACREAGEQUA
LCODE ML LOTTYPE P PARCEL 1
1-P 15-P MAPPLATB 168 MAPPLA
TIP b71 SUBDIVISIONNAME PM 235
61-2
Total Tax
Half Baths
N/A
Yr Built
N/A
Tax Billing Zip
Tax Billing Zip+4
Owner Vesting
Owner Occupied
No Mail Flag
Location Influence
TGNO
Census Tract
Topography
Township Range Sect
Neighborhood Code
Tax Appraisal Area
Lot
Block
Water Tax Dist
Fire Dept Tax Dist
2022
Change ($)
Special Assessment Tax Amount
Sale Price
WA
Type
COML ACG
92590
2764
512.00
Sale Date
N/A
Rancho Calif Div Ran
Change (%)
CHARACTERISTICS
County Land Use
Vacant Commercial Land
Cooling Type
Universal Land Use
Commercial Acreage
Patio Type
Lot Frontage
Garage Type
Lot Depth
Garage Sq Ft
Lot Acres
1.83
Parking Type
Lot Area
79,715
Parking Spaces
Lot Shape
Roof Type
Style
Roof Material
Building Sq Ft
Roof Frame
Gross Area
Roof Shape
2nd Floor Area
Construction Type
Basement Sq Feet
Interior Wall
Stories
Exterior
Property Details Courtesy of Roger Doverspike, Doverspike & Associates, California Regional MLS
The data within this report is compiled by Corel-ogic
from public and private sources. The data is deemed reliable, but
is not guaranteed. The accuracy of the data contained herein can be
independently verified by the recipient of this report with the applicable county or municipality.
Generated on: 09/19/22
Page 1/3
Total Units
Floor Cover
Total Rooms
Flooring Material
Bedrooms
Foundation
Total Baths
Pool
MLS Total Baths
Year Built
Full Baths
Effective Year Built
Half Baths
Other Impvs
Dining Rooms
Equipment
Family Rooms
Porch
Other Rooms
Patio/Deck 1 Area
Fireplaces
Patio/Deck 2 Area
Condo Amenities
Porch 1 Area
Condition
Porch Type
Quality
Building Type
Water
Bldg Class
Sewer
Building Comments
Heat Type
# of Buildings
Heat Fuel Type
SELL SCORE
Rating Value As Of
Sell Score
ESTIMATED VALUE
ReaIAVMT`" Confidence Score
ReaIAVMTm Range Forecast Standard Deviation
Value As Of
(1) RealAVMTM is a CoreLogic® derived value and should not be used in lieu of an appraise
2022-09-18 04:29:25
(2) The Confidence Score is a measure of the extent to which sales data, property information, and comparable sales support the property valuation analysis process. The confidence score range is 50 -100. Clear and
consistent quality and quantity of data drive higher confidence scores while lower confidence scores indicate diversity in data, lower quality and quantity of data, and/or limited similarity of the subject property to
comparable sales.
(3) The FSD denotes confidence in an AVM estimate and uses a consistent scale and meaning to generate a standardized confidence metric. The FSD is a statistic that measures the likely range or dispersion an AVM
estimate will fall within, based on the consistency of the information available to the AVM at the time of estimation. The FSD can be used to create confidence that the true value has a statistical degree of certainty.
LISTING INFORMATION
MLS Listing Number
Pending Date
MLS Status
Closing Date
MLS Area
MLS Sale Price
MLS Status Change Date
MLS Listing Agent
MLS Current List Price
MLS Listing Broker
MLS Original List Price
MLS Source
MLS Listing #
MLS Status
MLS Listing Date
MLS Listing Price
MLS Orig Listing Price
MLS Close Date
MLS Listing Close Price
MLS Listing Cancellation Date
MLS Source
LAST MARKET SALE & SALES HISTORY
Recording Date
Sale Type
Sale Date
Deed Type
Sale Price
Owner Name City Of Temecula
Price Per Square Feet
Owner Name 2
Multi/Split Sale
Seller
Document Number
Recording Date
Sale Date
Sale Price
Nominal
Buyer Name
Seller Name
Document Number
Property Details Courtesy of Roger Doverspike, Doverspike & Associates, California Regional MLS Generated on: 09/19/22
The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be Page 2/3
independently verified by the recipient of this report with the applicable county or municipality.
Document Type
MORTGAGE HISTORY
Mortgage Date
Mortgage Amount
Mortgage Lender
Mortgage Code
FORECLOSURE HISTORY
Document Type
Default Date
Foreclosure Filing Date
Recording Date
Document Number
Book Number
Page Number
Default Amount
Final Judgment Amount
Original Doc Date
Original Document Number
Original Book Page
Lien Type
PROPERTY MAP
'Lot Dimensions are Estimated
Property Details Courtesy of Roger Doverspike, Doverspike & Associates, California Regional MLS Generated on: 09/19/22
The data within this report is compiled by CoreLogic from public and private sources. The data is deemed reliable, but is not guaranteed. The accuracy of the data contained herein can be Page 3/3
independently verified by the recipient of this report with the applicable county or municipality.
3. Uptown Sports/Transit District (US)
The Uptown Sports/Transit District is the third most
densely concentrated mixed -use district within the
Uptown Temecula Specific Plan area. This district is
characterized by mid to high rise urban buildings with a
maximum building height of up to 6 stories. The Uptown
Sports/Transit District is nestled between Jefferson
Avenue and Interstate 15. Additionally, this district is
located to the east of the future regional park and
recreation facility, which is located immediately to the
west of Jefferson Avenue. Jefferson Avenue runs along
the westernmost boundary of this district, providing
strong visibility from the roadway. To further enhance
the connectivity and circulation within this district, and to
support the desired urban development patterns, new
street connections are anticipated to be added to the
existing circulation network, as new development
occurs.
The Uptown Sports/Transit District is characterized by a
strong visual window from Interstate 15. This district can
be easily accessed from Interstate 15 via the
southbound French Valley Parkway off -ramp. The
intersection of Jefferson Avenue and French Valley
Parkway/Cherry Street will be the primary northernmost
gateway into the specific plan area. This gateway will be
designed in a manner that provides a strong sense of
arrival into the Uptown Temecula area. Additionally,
this intersection is a prominent gateway into the City
of Temecula from the City of Murrieta, which is
located immediately to the north of the specific plan
area. Prominent entry features that mark the arrival
into both the City, and the Uptown Temecula area, are
envisioned at this intersection.
The Uptown Sports/Transit District's location is is
buffered by a large, regional park to the west. It is also
buffered by the Santa Gertrudis Creek and adjacent
Murrieta Creek trail to the south. Considering the
district's location and surroundings, the Uptown Uptown Sports/Transit District Illustrative Photos
Sports/Transit District will develop in a manner that supports and complements the adjacent regional park facility.
The Uptown Sports District is anticipated to have a mix of land uses that will support the regional park facility
including hotel and guest -serving facilities, support commercial, and retail uses. This district will be further
diversified with a mix of high -density urban residential dwellings. The urban residential dwellings in this area will
activate the area during the day, evenings and weekends, and the nearby park facility will provide a neighborhood
amenity for area residents. Four building types will be permitted within this district to support the anticipated land
UPTOWN TEMECULA SPECIFIC PLAN 3-7
use mix: residential stacked flat buildings, live/work buildings, courtyard building and commercial block buildings.
These building types will contribute to the envisioned identity and feel of this district and help foster a distinctive
character for this area.
This district will need to provide a strong pedestrian connection to the adjacent park facility. Enhanced pedestrian
crossings and pedestrian refuge islands are envisioned at key intersections along Jefferson Avenue to facilitate
pedestrian and bicycle connectivity and safe access across Jefferson Avenue to the park site to the west.
Furthermore, as new development occurs, additional pedestrian/bicycle connections and access points will be
provided from future development projects within the Uptown Sports/Transit District to the Santa Gertrudis Creek
and future trail.
In addition to the Uptown Sports/Transit District's proximity to the regional park site, the district's anticipated land
use mix, and the area's future trail connections, this district also has the potential to accommodate a future transit
station. The future transit station is anticipated to provide for both high frequency public transit service and bus
rapid transit service. Although the exact location of the transit center has not been determined, the Uptown
Primary Specific Plan
Gateway
Primary District
d
Access Point
Streetscape Beautification
and Pedestrian / Bike
Lane Improvements
Future Pedestrian
• • • • • • • • Connection to the
Creekside Village
Murrieta Creek
Trail improvements
Hypothetical Location
of New Streets
., San Gertrudis Creek
Interconnect
Interstate IS View
Window
Exhibit 3-4: Uptown Sports/Transit District
UPTOWN TEMECULA SPECIFIC PLAN 3-8
Sports/Transit District's ultimate vision acknowledges and contemplates the potential for the location of a transit
center within, or within close proximity of this district. To this end, coordination efforts with the Riverside Transit
Agency (RTA) will continue in order to analyze and support the feasibility of a transit center within, or in close
proximity to, this district.
To support these efforts, the Uptown Sports/Transit District will encourage Transit Oriented Development (TOD)
and the development of a transit village in this area. To support the concept of TOD, it is anticipated that this area
will be characterized by clusters of compact, walkable, urban development. A mix of high density residential uses
and complementary commercial and employment -related uses, served by frequent public transit service, are
anticipated in the future. By encouraging TOD and the development of a transit village in this location, this district
will provide an enhanced ability for people to easily walk or bike within the district. This in turn will promote the
feasibility of transit use as viable alternative mode of transportation. Future planning efforts in this area will focus
on the coordination of land use and alternative transportation feasibility in order to encourage development
projects that will support a high -frequency transit service.
UPTOWN TEMECULA SPECIFIC PLAN 3-9
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RESUMES
Statement of Qualifications
ROBERT S. PERDUE, MAI
REAL ESTATE APPRAISAL EXPERIENCE
1993-Present Perdue Russell & Matthies Real Estate Appraisal
Mr. Perdue is the principal in this Wildland Fire litigation based appraisal firm. The 10-25
member firm provides valuation services to California utility, federal, county, and city
governments, as well as financial, legal, agricultural and private clients.
Appraisal and consultative litigation services include a wide variety of real estate in Southern and
Central California, including existing and proposed residential and commercial developments,
retail, office, industrial, special -use, ranch and farm properties as well as environmentally
sensitive and mitigation land. Wildland Fire Litigation and Eminent Domain comprise the
majority of the firm's valuation assignments. The residential component ranges from condos,
townhomes and mobile homes to luxury beach residences and ranch / farm estates over $100M.
1988-1993 Dodd -Graves & Associates, Inc.
As the senior associate with Dodd -Graves and Associates, Inc. Mr. Perdue was responsible for
both small and large appraisal projects including litigation valuation assignments, assessment
districts, road and utility right-of-way residential projects, and commercial/industrial projects,
among others.
1984-1988 Dodd -Graves & Associates, Inc. - Associate Appraiser
1984-1985 Perdue Real Estate Appraisals - Principal
1978-1983 Perdue Realty Advisors - Real Estate Appraiser/Broker/Consultant
REAL ESTATE RELATED EXPERIENCE
2015-2020 Old Town Temecula Commercial Building - Owner
2013-Present Elm Street Business Park - Owner
2001-2016 Riverside Central Business Park - Partner
2000-2015 Moreno Office Park - Partner
1998-2006 Tenaja Development Co. - Principal
1993-1995 San Diego County Tax Assessment Appeals Board — Member and Vice Chairman
1988-1990 Commonwealth Builders - Partner
1987-1989 Palomar Community College, San Marcos, CA
Adjunct Professor - Business 82, Real Estate Appraisal
1986-Present Robert Shea Perdue Development Company - Partner
1985 "Toward a General Appraisal Model" Property Tax Journal - Co -Author
1983-1984 Precision Research (Economic Analysis) - Partner
1978-2020 Licensed California Real Estate Broker - RSVP Properties - Principal
1976-1978 Residential Construction and Development - Ponderosa Homes
EDUCATIONAL BACKGROUND
1984 San Diego State University, San Diego, CA
Graduate work in Real Estate Appraisal and Real Estate Economics
1983 Bachelor of Arts in Economics
1978 Palomar College, San Marcos, CA
Real Estate Curriculum
1976 Associate of Arts Degree
1 JPage
Professional Education Completed - MAI Designation - Appraisal Institute:
Current Appraisal Institute Continuing Education, Appraisal License and Continuing Education is current.
Present to
02/1997 Standards of Professional Practice
10/1992 Income Theory and Capitalization (1B-B)
06/1988 Valuation Analysis and Report Writing (2-2)
02/1988
Case Studies in Real Estate Valuation (2-1)
06/1987
Standards of Professional Practice (8-3)
06/1987
Litigation Valuation (4)
07/1986
Income Theory and Capitalization (113-A)
09/1985
Residential Valuation (8-2)
09/1985
Basic Valuation Procedures (IA-2)
06/1985
Real Estate Appraisal Principles (IA-1)
Professional Education Completed - International Right of Wav Association:
Current Annual Right -of -Way Seminars
10/1997
Business Relocation (502)
09/1992
Property Descriptions (902)
09/1992
Engineering Plan Development (901)
01/1992
Legal Aspects of Easements (802)
07/1991
Expert Witness Testimony (214)
10/1987
Easement Valuation (403)
Professional Education Completed - American Society ofAppraisers:
01/1996 Business Valuation (201)
Eminent Domain Seminars Developed and Instructed
2007 Eminent Domain for Right -of -Way Professionals for City of Corona Redevelopment staff
and Public Works staff
2006 Eminent Domain for Right -of -Way Professionals for City of Riverside Redevelopment
Staff
2004 Eminent Domain for Right -of -Way Professionals for County of Riverside Real Estate
Services
PROFESSIONAL AFFILIATIONS
MAI Designation (Member - Appraisal Institute - #10,590)
International Right -of -Way Association
Inland Empire - Chapter 57 - Member
Past President
San Diego - Chapter I I - Member
Certified General Real Estate Appraiser - No. AG-006362
Bureau of Real Estate Appraisers, State of California
California Farm Bureau - Member
American Society of Farm Managers and Rural Appraisers - Associate
AREAS OF APPRAISAL SPECIALIZATION
Wildland Fire Real Estate Appraisal
Mobile Home Parks and RV Parks
Single Family & Multi Family
Eminent Domain Appraisal
Residential Subdivision
Agricultural Land
Litigation and Trust Appraisal
Title Insurance Valuation
Rural -Residential Lots
Ad Valorem Valuation/Consultation
Avocado Groves
Water Rights - Wells
Commercial - Industrial
Citrus Orchards
Mitigation Land/Sensitive
Industrial Parks
Dairies and Ranches
Habitats Nurseries
Special Use Properties
Organic Farms
Partial and Fractional Interests
Assessment Districts
Business Valuation
Contaminated Properties
2 jPage
WILDLAND FIRE REAL ESTATE APPRAISAL PROJECTS
2005-2007 Cedar Wildfire 2003
Appraised single family residences and avocado groves.
2009-2012 Witch Creek Wildfire 2007 San Diego Fire Lawyers, (Tosdal Law Firm,
Singleton and Associates and Mitchell S.
Wagner, Esq.) on behalf of real estate property
owners.
Numerous cases involving single family residences, estate homes, ranches and groves for San Diego
Fire Lawyers which represented the largest group of individual Plaintiffs pursuing litigation against
SDG&E.
2010-2012 Grass Valley Wildfire 2007 Murchison & Cumming, LLP on behalf of
Southern California Edison
Appraised 140 single family residences located in Grass Valley neighborhood of Lake Arrowhead, San
Bernardino County, California. Attended and assisted Murchison Cumming in mediations.
2011-2012 Canyon Wildfire 2007 Southern California Edison Law Department
Appraised single family residences and Malibu Presbyterian Church located in the City of Malibu, Los
Angeles County, California.
2012-2013 Sayre Wildfire 2008 Murchison & Cumming, LLP on behalf of
Southern California Edison
Oakridge Mobile Home Park and 408 mobile home coaches located on leased land in the Oakridge
Mobile Home Park located in the Community of Sylmar, City of Los Angeles, California.
2015-2017 Round Wildfire 2015 Murchison & Cumming, LLP on behalf of
Southern California Edison and Los Angeles
Department of Water and Power
Appraised 38 properties consisting of 32 single family residences and vacant lots. Several of the
properties were encumbered with a conservation easement. Also appraised were 2 leased land
properties used as a cattle ranch and a horse ranch. The properties were located in the Swall Meadows
neighborhood of Round Valley, Mono and Inyo Counties, California.
2016-2017 Way Wildfire 2014 Murchison & Cumming, LLP on behalf of
Southern California Edison
Appraised 16 properties consisting of 7 single family residences, 8 mobile homes and 1 vacant lot. The
properties were located in Wofford Heights, Kern County, California.
2017-Present Thomas Fire 2017
Over 13,000 total claims. Work in progress.
2018-Present Woolsey Fire 2018
Over 15,000 total claims. Work in progress.
Southern California Edison
Southern California Edison
2019-Present Sandalwood Fire 2019 Buchalter Law Firm on behalf of
CC&R Environmental Services
Villa Calimesa Mobile Home Park and vacant land. Work in progress.
3 jPage
2015 Wildland Fire Conference Speaker Topic: Agricultural Damage Evaluation
QUALIFIED AS EXPERT WITNESS FOR
Superior Court, Riverside County
Superior Court, San Diego County
Superior Court, San Bernardino County
Judicial Arbitration, San Diego, Riverside, San Bernardino, and Los Angeles
U.S. Bankruptcy Court, District of Arizona
U.S. Bankruptcy Court, Central District of California
Assessment Appeals Board: San Diego, Riverside and Los Angeles Counties
U.S. Tax Court
4 IPage
QUALIFICATIONS OF THE APPRAISER
ROGER DOVERSPIKE, MAI
Employment History
April 1989 to present: Independent Fee Appraiser, Temecula, CA.
December 1983 to April 1989: Staff appraiser with Foss Associates, Fullerton California.
July 1983 to December 1983: Project manager for Marshman Construction of Ontario,
California
May 1983 to July 1983: Appraiser trainee with Pat Altnow of Mammoth Lakes,
California.
Education Background
A. Western State University School of Law 1975 (One year)
B. Long Beach State University, Bachelor of Science Degree "Cum Laude", in Finance with a Real
Estate option and an emphasis in economics, and accounting 1974.
C. California State Polytechnic, Pomona, undergraduate studies in accounting, September 1966
to June 1968
D. Professional Education Completed
1. Society of Real Estate Appraisers
a. Real Property Valuation
b. Real Estate Principles
2. The American Institute of Real Estate Appraisers
a. Standards of Professional Practice
b. Real Estate Principles
c. Basic Valuation
d. Capitalization A & B
e. Case Studies in Real Estate Valuation
f. Valuation and Report Writing
g. Demonstration Report Writing
3. Seminars Successfully Completed
Appraising Apartments, Appraising Industrial Properties, Using the Marshall & Swift
Cost Handbook, Discounted Cash Flow Analysis, Internet, The Impact on Detrimental
Conditions on Real Estate Values, Affordable Housing Projects in So. California,
Operating Expense Information, Using GIS to Enhance Appraisal Assignment, USPAP,
Residential Subdivision Feasibility & Pre Development Analysis, Valuation of Fast Food
Restaurants, Theaters, Theme Parks, and Regional Retail Development, Valuation of
Self -Storage Facilities, Eminent Domain, Land Development, The Appraiser as an
Expert Witness; The Technical Inspection of Real Estate; The Appraisal of Special Use
Properties; The Appraisal of Vineyards and Wineries; Uniform Standards of Federal
Land Acquisition; Water Rights Sales and Transfers in California; USPAP Updates
(every two years); Inland Area Transportation Project Seminar; 2008 through 2016
Inland Empire Market Trends Seminar; Appraisal Institute Business Practice and Ethics
Seminars; 2010 GIS for Real Estate Appraisers Seminar; 2010 San Diego County
Economic Forecast; 2013 & 2016 Laws and Regulations; 2013 Reviewing Commercial
Appraisals; 2014 Real Estate Analytics; 2014 Valuation of Bank Branches Webinar;
2015 General Market Analysis Webinar; 2015 Severance Damages Webinar; 2015
Benchmarking Building Performance Webinar; 2016 San Diego Real Estate Market
Symposium; 2017 Inland Empire Market Trends Seminar; 2018 National USPAP Update;
2019 Real Estate Damages; 2019 How Tenants Create or Destroy Value; 23rd Annual
Inland Empire Market Trends Seminar, 2021; 54th Annual Litigation Seminar, 2021;
Grape Crush Report Webinar, 2021
12/21
III. Professional Affiliations
A. MAI designation November 15, 1995 # 10,880
B. Member of International Right -of -Way Chapter 57 No. 7900796
B. Certified General Real Estate Appraiser, No. AG004194, Bureau of Real Estate Appraiser, State of
California.
C. California Licensed Real Estate Broker, No. 00451420
IV. Exaert Witness
Superior Courts in San Diego, Los Angeles, San Bernardino and Riverside Counties
V. Types of Appraisals
Residential: Single Family, Condominium, PUD units, Mobile and Manufactured homes,
Subdivisions, and Apartments, both existing and proposed.
Commercial: Strip commercial and Professional office buildings
Industrial: Single and Multi -Tenant buildings, existing and proposed
Land: Residential and Residential Subdivisions, Industrial and Industrial Subdivisions,
Commercial and Commercial Subdivisions, Groves, and Rural
Other: Churches, Motels, Congregate Care Facilities, Mini -Storage Units, Easements,
Right -of -Way, Eminent Domain, Airports, Water rights,
VI. Partial List of Appraisal Clients
Financial Institutions
Republic Bank
Tokai Bank
United Realty Advisors
National Bank of Arizona
Bank of the West
Transamerica
AM South Bank, Florida
Bank Midwest N.A.
Chase Manhattan Bank
Community National Bank
Barratt Mortgage
First Hawaiian Bank
First American Trust
Golden West Financial
Navy Credit Union
Diversified Mortgage
First Advantage Financial
Finite Mortgage
BankOne
Equistar Financial
Keybank
Guaranty Bank
First Bank
Commercial Capital Bank
First State Bank of Tennessee
Rabobank
First Private Bank & Trust
Surfside Funding
GNT Financial
Commerce Bank Temecula Valley
Wells Fargo Bank
Allied Irish Bank
Point Center Financial
Bank of America
Guardian State Bank, Utah
G.E. Capital
Chrysler Financial Corporation
Sunwest Bank
Southern Pacific Bank
Wells Fargo Bank Mortgage
First American Trust
Credit Swisse (First Boston)
Valley Independent Bank
Northern Mutual Capital
Marina Mortgage
Real Estate Loan Centers
Guild Mortgage
Temecula Valley Bank
Value Pacific Advisors
Indy Mac Bank
Torrey Pines Bank
IMS Lending
LaJolla Bank
Kirkwood Lending, Las Vegas, NV
Mission Oaks National Bank
Churchill Capital
Signature Realty
Bank of Las Vegas
Nebraska State Bank
International Bank of Commerce (IBC)
San Antonio, Texas
12/21
Attorneys and CPA's
John Giardinelli
Jensen and Roth
Steven Queen
Mahoney, Coppenrath & Jaffe
Raffee & Edwards
Alan Mohill
Tom Huntington
Gibbs, Gidion, Locher & Turner LLC
Tim Kulzelka
William Maxam
Young, Henrie, Humphries & Mason
Sachse, James, LoPardo
Brown, Winfield and Canzoneri
Lewis, D'Amato, Brisbois & Bisgaard LLP
The Law Office of Jerry Paulk
Tyler & Associates
Derek Thomas CPA
Jack Brown
Kirk Barber
Andrade and Associates
Granowitz, White & Weber
Beck, DeCorso, Daly & Kreindler
Randall Stamen
Law Office of Jon Lieberg
Law Office of Debra Zoller
Best, Best & Krieger
Rosenstein & Hitzman
The Knox Raphael Law Firm
Daniel Slate, Hughes, Hubbard & Reid
Robinson & Robinson
Oliva Associates
Prestininzi & Luebke
Wesierski & Zurek
Charles D. Nachand
Raul Garcia
Edward Nowakoski
James Vaughn, Stowell, Zeilenga, Ruth,
Vaughn & Treiger LLP
Glen Biondi, Giardinelli Law Group
Jack Ferguson, CPA
Builders & Developers
Century Homes
IHP
Forecast Development
Pacific Century Homes
Van Daele Homes
Pacifica Company
Rancon Development
Premier Homes
J.F. Development
Golden State Developers
Bethal Development
ICP Asset Management
Richland Properties
Coop Properties
Cameo Homes
Value Pacific Advisors
Centex Homes
Highpointe Development
Pac West Group
Trinity Housing Group
Ashby Development
RanPac
McMillin Companies
OGB Partners
CormanLeigh
G Companies
Pulte Homes
Lennar
Pacific Coast Developers
Pacific Development Group
Alberhill Ranch; Castle & Cooke
Government
City of Murrieta
County of Riverside
City of Temecula
Water Fowl Association
Riverside County EDA
City of Hemet
Murrieta County Water District
Riverside Department of Facilities Management
City of Lake Elsinore
Borrego Water District
City of Perris
Other
Pechanga Indians
Wendy's International
Evangelical Christian Credit Union
Dow Chemical
Bianchi Corporation
Diversified Management
Plant Equipment
Stretch Form Corporation
A & G Engineering
Maranatha Chapel
Calvary Chapel, Murrieta
The Church of Jesus Christ of Latter Day Saints
Fidelity Title Company
University of Redlands
State Farm Insurance
Small Business Administration
SEG Company (Chris Kramer)
Las Brisas Bible Fellowship
12/21
Other (continued)
Golden Era
Stuart Cellars Winery
Nationwide Insurance
Hanson -Wilson Civil Engineers
Lake Elsinore Unified School District
Epic Management
Azusa Pacific University
Mitsubishi Motor Company
North American Title Company
Riverside County Superintendent of Schools
All Mission Indian Housing Authority
Southern California Edison through Bob Perdue
12/21
4
Item No. 8
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works/City Engineer
DATE: November 29, 2022
SUBJECT: Approve Third Amendment to Agreement with Mark Thomas & Company, Inc. for
the I-15 Congestion Relief Project, PW19-02
PREPARED BY: Amer Attar, Engineering Manager
Avlin R. Odviar, Principal Civil Engineer
RECOMMENDATION: That the City Council:
1. Approve the third amendment to the agreement with Mark Thomas & Company, Inc.,
in the amount of $100,000, for additional contingency in support of the professional design
and environmental services for the I-15 Congestion Relief Project, PW19-02; and
2. Increase the City Manager's authority to approve extra work authorizations by the same
amount.
BACKGROUND: On September 10, 2019, the City Council approved the agreement
for consultant services with Mark Thomas & Company, Inc. to provide professional design and
environmental services for the I-15 Congestion Relief Project, PW19-02. The agreement, as
amended, is for $1,001,568.00, plus $300,156.80 contingency under the City Manager's authority
($100,156.80 original contract contingency, $100,000 for the First Amendment, and another
$100,000 for the Second Amendment).
Several extra work authorizations have been issued for services including additional geotechnical
investigations and reporting, preparation and application for grant funding, design of additional
retaining walls, additional environmental noise analysis and NEPA disqualification, additional
water quality and traffic analyses, additional project management and plans preparation, and
revalidation of the environmental document. This additional work has depleted 100% of the
contingency, while additional work is needed to complete the design and environmental phases,
such as converting the project plans and specifications to the latest 2022 Caltrans Standard Plans
and Standard Specifications.
This Third Amendment adds $100,000 in contingency and allows for bringing additional services
into the agreement through extra work authorizations. Approval of the Third Amendment results
in an agreement amount of $1,001,568.00 and a contingency amount of $400,156.80, for a total
encumbrance of $1,401,724.80.
FISCAL IMPACT: The I-15 Congestion Relief Project is identified in the City's Capital
Improvement Program (CIP) budget for Fiscal years 2023-27, and is funded with General Fund,
Caltrans State Highway Operation and Protection Program (SHOPP), and the Pechanga Tribe
through an executed Intergovernmental Agreement (IGA). There are sufficient project funds to
cover the $100,000 associated with the Third Amendment.
ATTACHMENTS: 1. Amendment
2. CIP Budget Sheet
/q-;I34
THIRD AMENDMENT TO AGREEMENT BETWEEN
CITY OF TEMECULA AND MARK THOMAS AND COMPANY, INC.
PW19-02 1-15 CONGESTION RELIEF
THIS THIRD AMENDMENT is made and entered into as of November 29, 2022 by and
between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and
Mark Thomas and Company, Inc., a Corporation (hereinafter referred to as "Consultant'). In
consideration of the mutual covenants and conditions set forth herein, the parties agree as
follows:
This Amendment is made with the respect to the following facts and purposes:
a. On September 10, 2019, the City and Consultant entered into that certain
Agreement entitled "Agreement for Consultant Services Between City of Temecula and Mark
Thomas and Company, Inc., PW19-02 1-15 Congestion Relief," in the amount of $1,001,568.00,
plus contingency in the amount of $100,156.80.
b. On December 23, 2020, the City and Consultant entered into the First
Amendment to the Agreement to increase the contingency in the amount of $100,000.00.
C. On February 22, 2022, the City and Consultant entered into the Second
Amendment to the Agreement to increase the contingency in the amount of $100,000.00.
d. The parties now desire to increase the contingency in the amount of
$100,000.00 and to amend the Agreement as set forth in this Amendment.
2. Section 6 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby
amended to read as follows:
The City agrees to pay Consultant monthly, in accordance with the
payment rates and schedules and terms set forth in Exhibit B, Payment
Rates and Schedule, attached hereto and incorporated herein by this
reference as though set forth in full, based upon actual time spent on the
above tasks. Any terms in Exhibit B, other than the payment rates and
schedule of payment, are null and void. The THIRD Amendment amount
shall not exceed One Hundred Thousand Dollars and No Cents
($100,000.00) for Contingency for a total Agreement amount of One
Million Four Hundred One Thousand Seven Hundred Twenty -Four
Dollars and Eighty Cents ($ 1,401,724.80).
3. Except for the changes specifically set forth herein, all other terms and conditions
of the Agreement shall remain in full force and effect.
08/09/2021
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be
executed the day and year first above written.
CITY OF TEMECULA
By:
Matt Rahn, Mayor
ATTEST:
By:
Randi Johl, City Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney
Mark Thomas and Company, Inc.
(Two Signatures of corporate officers required unless
corporate documents authorize only one person to sign
the agreement on behalf of the corporation.)
By: R, ff ,
Matt Brogan, Secretary
NA777By:
Rob Himes,
CONSULTANT
Mark Thomas and Company, Inc.
Bo Burick, Project Manager
16796 Von Karman Avenue, Suite 240
Irvine, CA 92606
949-677-7348
bburick@markthomas.com
City Purchasing Mgr.
Initials and Date:
! 1 I '�
08/09/2021
Alk
c7"
f
The Heart of Southern California
Wine Country
1-15 CONGESTION RELIEF
Circulation Project
Project Description: This project includes the design and construction of a
single auxiliary lane, northbound Interstate 15 (1-15) connecting the
Temecula Parkway on -ramp to the Rancho California Road off -ramp.
Benefit: This project provides an operational improvement to relieve
congestion on northbound 1-15. It represents one of several operational
improvements identified by the Move 1-15 Regional Task Force to address
congestion on 1-15.
Core Value: Transportation Mobility and Connectivity
Project Status: Project is in the design and environmental clearance phase.
Department: Public Works - Account No. 210.265.999.609 / PW19-02
Level: I
City of Temecula
Fiscal Years 2023-27
Capital Improvement Program
THROUGH
TE fE UL
VALLEY
Project Cost:
Prior Years
Actuals
2021-22
Adjusted
2022-23
Proposed
Budget
2023-24 2024-25
Projected Projected
2025-26 2026-27
Projected Projected
Total Project
Cost
Administration
119,521
120,506
155,000
80,000
475,027
Construction
6,074,443
6,074,443
Construction Engineering
1,020,000
1,020,000
Design & Environmental
957,307
344,933
100,000
1,402,240
Total Expenditures
i 1,076,828
465,438
7,349,443
80,000
8,971,710
Source of Funds:
General Fund
1,351,725
190,542 79,443
1,621,710
Reim bursement-Pechanga IGA
2,500,000
2,500,000
Reimbursements
100,000
100,000
SHOPP
1,250,000
1,250,000
TUMF (CETAP/RCTC)
3,500,000
3,500,000
Total Funding
1,451,725
2,690,542 4,750,000 79,443
8,971,710
Future Operating & Maintenance Costs:
Total Operating Costs
Notes :
1. SHOPP - State Highway Operation and Protection Program and Minor Program
2. RCTC Agreement No. 22-73-032-00; City Agreement 2022-035
3. Reimbursement of $100,000 reflects contribution from the City of Murrieta
88
Item No. 9
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Betsy Lowrey, Assistant to the City Manager
DATE: November 29, 2022
SUBJECT: Approve a Second Amendment to the Disposition and Development Agreement
with Alitra, LLC for the Disposition of Property Located on the Corner of Rancho
California Road and Diaz Road (APN: 951-021-089) and a Portion of Diaz Road
PREPARED BY: Christine Damko, Economic Development Manager
RECOMMENDATION: That the City Council approve the second amendment to the
disposition and development agreement (DDA) with Alitra, LLC, for the disposition and hotel
development of the property located on the corner of Rancho California Road and Diaz Road
(APN: 951-021-089) and a portion of Diaz Road.
BACKGROUND: The subject site, also known as the Rancho Cal/Diaz Property is a
3.64 acre remnant parcel as a result of the Diaz Road realignment project. The parcel was most
recently used as a staging area for the Riverside County Flood Control/Army Corps of Engineers,
Murrieta Creek Enhancement project. This project is complete, and the staging area is no longer
needed by the Corps.
In fall 2017, a local hotel owner/operator, Mr. Michael Patel of Alitra, LLC, (Alitra) presented
City Staff with a Letter of Interest (LOI) to purchase the subject property to build a hotel. Mr. Patel
is also interested in utilizing a portion of Diaz Road as buildable space, which the City would need
to vacate. Mr. Patel owns and operates several Marriott brand hotels in the Temecula Valley. Staff
discussed the LOI with City Council in a closed session meeting. The Council supported entering
into a DDA to facilitate the development with Alitra on June 12, 2018.
Alitra continued to actively engage and work with the City Planning and Public Works
Departments in development conversations on architecture and site plan layout. Alitra also opened
escrow and deposited $50,000 into the account in good faith of moving forward with the
development and purchasing the property. In spring of 2020, COVID-19 spurred a worldwide
economic and development shutdown causing Alitra to temporarily halt development
conversations and planning, which ultimately caused Altria to miss the Schedule of Performance
Deadlines listed in Exhibit B of the DDA.
The impacts of the pandemic on the tourism sector and specifically hotels are still felt today. As
people ease back into traveling, the hotel market is steadily recovering. A sector that is also
recovering is the construction materials and supply chain. A Second Amendment is requested to
give Mr. Patel enough time to develop a quality hotel project during this economic recovery.
The property is currently zoned Service Commercial (SC) which does not permit hotels. To
accommodate a hotel at this location, a General Plan Amendment and Rezone is required. Alitra
is aware of these requirements and will formally apply for these planning applications should they
opt to move forward with acquisition and a Disposition and Development Agreement.
Temecula has a historically strong tourism industry and, as such, it has also created a strong
economy and fiscal foundation for the City. Travel spending in the Temecula Valley has reached
over $1 Billion with over 3 million visitors in 2019 (pre -pandemic). A hotel at this location creates
another opportunity for continued support of the City's tourism sector.
FISCAL IMPACT: There is no fiscal impact associated with approval of the
Amendment of the Disposition Development Agreement. Under the terms of the DDA, Alitra,
LLC has already made an initial deposit of $10,000 to cover actual expenses incurred by the City
and has deposited $50,000 into an escrow account.
ATTACHMENTS: Second Amendment to the Disposition and Development Agreement
SECOND AMENDMENT TO
THIS SECOND AMENDMENT TO DISPOSITION AND DEVELOPMENT
AGREEMENT (the "Amendment") is dated as of November 29, 2022 and is catered into by and
between the CITY OF TEMECULA (the "City"), and ALITRA, LLC, a California limited
liability company ("Developer").
RECITALS
A. City and Developer entered into that certain Disposition and Development
Agreement dated March 26, 2019 ("Agreement").
B. On March 23, 2021, the City and Developer entered into that certain First
Amendment to Disposition and Development Agreement to update the schedule of performance.
C. City and Developer desire to amend the Agreement as hereinafter set forth.
AGREEMENT
NOW, TBEREFORE, in consideration of the above recitals and of the mutual covenants
contained in this Second Amendment, the parties hereto agree as to amend the Agreement as
follows:
1, Scheele of Performance. The Schedule of Performance that is attached to the
Agreement as Exhibit "B" is hereby deleted and the new Schedule of Performance (Exhibit "B")
attached to this Amendment is hereby substituted in lieu thereof.
2. Conflict. Except as amended herein, the Agreement remains in full force
and effect. To the extent of any conflict between this Amendment and the Agreement, this
Amendment shall govern.
3. Counterparts. This Amendment may be executed in one or more
counterparts, each of'which shall be deemed as original but all of which together shall constitute
one and the same instrument. Executed counterparts may be delivered by email to: (i) for the
City, cliristiae.danik r]tcineculaca.gsLv; and (ii) for the Developer, mike.patel@ami-pem.com.
IN WITNESS WHEREOF, the parties hereto have entered into this Amendment
as of the day and year first above written.
DEVELOPER: CITY:
ALITRA, J�
By: (,
Tarisha l tel, Manager
and Member
CITY OF TEMECULA
By:
Print Name:
Title:
ATTEST:
HY:
Randi Johl
City Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson
City Attorney
171N4r-c�
EXHIBIT "B"
SCHEDULE OF PERFORMANCE
This Schedule of Performance requires the submission of plans or other documents at
specific times. Some of the submissions are not described in the text of the Agreement; some
submissions in the text of the Agreement are not described below (and the below is not a
comprehensive list of conditions to the Close of Escrow). Such plans or other documents, as
submitted, must be complete and adequate for review by the City or other applicable
governmental entity when submitted. Prior to the time set forth for each particular submission,
the Developer shall consult with City staff informally as necessary concerning such submission
in order to assure that such submission will be complete and in a proper form within the time for
submission set forth herein.
Action
Date / Deadline
Items 1— 4 Relate to Developer Actions and
Re uirements Prior to the Close of Escrow
1. 012ening of Escrow. The Parties shall
Done; escrow number is 5913469.
o en escrow with the Escrow Holder.
2. Developer Deposit. The Developer shall
Done.
deposit the Developer Deposit with
Escrow Holder.
Condition to Close of Escrow
3. Entitlements. Zoning and height
approval.
4. Plans and Specs. Architectural,
Condition to Close of Escrow
engineering and construction drawing
revisions
Items 5 — 9 Relate to the Conveyance of the Land and Developer Actions and Requirements
After the Close of Escrow
5. Close of Escrow. The Developer shall No later than December 31, 2025
purchase the Land from the City. (notwithstanding anything to the contrary in the
text of the Agreement).
6. Commencement of Construction.
No later than 120 days after the Close of Escrow.
Developer shall substantially commence
grading/construction of the
Improvements.
7. Completion of Grading. Developer shall
Not later than 201 days following the
substantially complete the grading for
Commencement of Construction.
the Project.
8. Commencement of Vertical
Not later than 300 days following the
Construction. Developer shall
Commencement of Construction.
commence vertical construction.
11086-0001\2739929v1.doc
Action Date 1 Deadline
9. Com lotion. The Project shall be No later than 24 months after Commencement of
completed. Construction.
11086-000112739929v1.doc
Item No. 10
ACTION MINUTES
TEMECULA COMMUNITY SERVICES DISTRICT MEETING
COUNCIL CHAMBERS
41000 MAIN STREET
TEMECULA, CALIFORNIA
NOVEMBER 15, 2022
CALL TO ORDER at 6:29 PM: Vice President Zak Schwank
ROLL CALL: Alexander, Edwards, Rahn, Schwank, Stewart
CSD PUBLIC COMMENTS -None
CSD CONSENT CALENDAR
Unless otherwise indicated below, the following pertains to all items on the Consent Calendar.
Approved the Staff Recommendation (5-0): Motion by Rahn, Second by Schwank. The vote reflected
unanimous approval.
11. Approve Action Minutes of October 25, 2022
Recommendation: That the Board of Directors approve the action minutes of October 25,
2022.
CSD DIRECTOR OF COMMUNITY SERVICES REPORT
CSD GENERAL MANAGER REPORT
CSD BOARD OF DIRECTORS REPORTS
CSD ADJOURNMENT
At 6:32 PM, the Community Services District meeting was formally adjourned to Tuesday, November
29, 2022 at 4:30 PM for a Closed Session, with a regular session commencing at 6:00 PM, City Council
Chambers, 41000 Main Street, Temecula, California.
James Stewart, President
ATTEST:
Randi Johl, Secretary
[SEAL]
Item No. 11
TEMECULA COMMUNITY SERVICES DISTRICT
AGENDA REPORT
TO: General Manager/Board of Directors
FROM: Jennifer Hennessy, Director of Finance
DATE: November 29, 2022
SUBJECT: Approve Financial Statements for the 4th Quarter Ended June 30, 2022
PREPARED BY: Jennifer Hennessy, Director of Finance
RECOMMENDATION: That the Board of Directors receive and file the financial statements
for the 4th quarter ended June 30, 2022.
BACKGROUND: The attached Financial Statements reflect the unaudited activity of
the Temecula Community Services District for the 4th Quarter Ended June 30, 2022.
FISCAL IMPACT:
None
ATTACHMENTS: TCSD Fund Summaries
AMA
0-3
\� a`
C7""� 1 1
The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 190 - TEMECULA COMMUNITY SERVICES DISTRICT FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Taxes and Franchises
Special Tax (Measure C)
1,892,962
1,872,625
1,923,561
1,872,625
0 0.0%
Licenses, Permits and Service Charges
Development Impact Fees
10
0
902
0
0 0.0%
Contract Classes
192,941
875,000
823,734
875,000
0 0.0%
Classes/Activities
41,700
27,262
59,239
27,262
0 0.0%
Facility Rentals
141,961
225,457
295,437
225,457
0 0.0%
Aquatics
151,008
109,912
227,981
109,912
0 0.0%
Museum Admissions
5,270
94,212
91,610
94,212
0 0.0%
Theater Admissions
743
233,000
266,927
233,000
0 0.0%
Sports Leagues & Tournaments
43,057
152,205
190,761
152,205
0 0.0%
Day Camps
75,437
59,540
113,187
59,540
0 0.0%
Fines and Forfeitures
Fines & Forfeitures
0
50
50
50
0 0.0%
Use of Money and Property
Investment Interest
2,351
600
(25,199)
600
0 0.0%
Reimbursements
Other Reimbursements
97,281
247,307
172,308
247,307
0 0.0%
Operating Transfers In
Contribution From Measure S
7,897,243
10,002,131
10,002,131
10,002,131
0 0.0%
Miscellaneous
Miscellaneous
(6,356)
52,860
94,479
52,860
0 0.0%
Total Revenues and Other Sources
10,535,608
13,952,161
14,237,109
13,952,161
0 0.0%
Expenditures by Category
Salaries & Benefits
6,382,842
7,777,255
7,802,743
7,777,255
0 0.0%
Operations & Maintenance
2,188,638
4,517,244
3,908,938
4,517,244
0 0.0%
Internal Service Fund Allocations
1,563,188
1,983,825
1,942,165
1,983,825
0 0.0%
Capital Outlay
7,738
254,828
248,732
254,828
0 0.0%
Total Expenditures and Other Financing Uses
10,142,407
14,533,153
13,902,578
14,533,153
0 0.0%
Excess of Revenues Over (Under) Expenditures
393,201
(580,992)
334,531
(580,992)
0 0.0%
Fund Balance, Beginning of Year
845,744
1,238,945
1,238,945
1,238,945
Fund Balance, End of Year
1,238,945
657,953
1,573,475
657,953
Fund Description
Citywide Operations reflects the collection of the Special Tax (Measure
C) charged to households for recreation programs as
well as fees
for classes and activities. Accounts for facility operations, maintenance, and community recreation programs. Measure C was
approved by
residents in 1997 at a rate of $74.44 per parcel for
the purpose of
maintaining the City's parks, recreation facilities, arerial street
lighting
and traffic signals. The Special Tax revenue is allocated equally between TCSD and
the General
Fund to fund both recreation
programs and
parks maintenance.
0]]
City of Temecula
Fiscal Year 2021-22
( The Heart of Southern California Quarterly Budget Report
Wine Country
FUND: 191 - TCSD SERVICE LEVEL "B" STREETLIGHT REPLACEMENT FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Operating Transfers In
Operating Transfers In
0
815,413
852,930
815,413
0
0.0%
Total Revenues and Other Sources
0
815,413
852,930
815,413
0
0.0%
Expenditures by Category
Operations & Maintenance
0
0
87
0
0
0.0%
Total Expenditures and Other Financing Uses
0
0
87
0
0
0.0%
Excess of Revenues Over (Under) Expenditures
0
815,413
852,843
815,413
0
0.0%
Fund Balance, Beginning of Year
0
0
0
Fund Balance, End of Year
0
815,413
852,843
815,413
Fund Description
This fund was established to accumulate resources for the replacement of street light equipment, poles and lightbulbs, as the City has
acquired street lights from Southern California Edison.
0]]
City of Temecula
Fiscal Year 2021-22
( The Heart of Southern California Quarterly Budget Report
Wine Country
FUND: 192 - TCSD SERVICE LEVEL "B" STREET LIGHTS FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
648,259
640,767
640,790
640,767
0
0.0%
Use of Money and Property
Investment Interest
663
1,378
(6,965)
1,378
0
0.0%
Operating Transfers In
Contribution From Measure S
73,168
0
0
0
0
0.0%
Total Revenues and Other Sources
722,090
642,145
633,825
642,145
0
0.0%
Expenditures by Category
Transfers
0
815,413
852,930
815,413
0
0.0%
Salaries & Benefits
9,984
104
0
104
0
0.0%
Operations & Maintenance
207,836
319,265
285,166
319,265
0
0.0%
Total Expenditures and Other Financing Uses
217,820
1,134,782
1,138,096
1,134,782
0
0.0%
Excess of Revenues Over (Under) Expenditures
504,271
(492,637)
(504,271)
(492,637)
0
0.0%
Fund Balance, Beginning of Year
257,367
761,638
761,638
761,638
Fund Balance, End of Year
761,638
269,000
257,366
269,000
Fund Description
Service Level B reflects the collection of benefit assessments charged to property owners. Service Level B includes only those parcels
within residential subdivisions that receive residential street lighting services. This service level includes operational, administrative,
maintenance and utility costs of residential street lights.
ll]]
City of Temecula
Fiscal Year 2021-22
( The Heart of Southern California Quarterly Budget Report
Wine Country
FUND: 194 - TCSD SERVICE LEVEL "D" REFUSE/RECYCLING FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
8,664,212
8,633,354
8,913,039
8,633,354
0
0.0%
Recycling Program
5,000
18,500
5,000
18,500
0
0.0%
Use of Money and Property
Investment Interest
2,349
1,500
(872)
1,500
0
0.0%
Miscellaneous
Miscellaneous
0
23,000
0
23,000
0
0.0%
Total Revenues and Other Sources
8,671,561
8,676,354
8,917,167
8,676,354
0
0.0%
Expenditures by Category
Salaries & Benefits
62,606
64,083
67,898
64,083
0
0.0%
Operations & Maintenance
8,569,988
8,753,679
8,756,428
8,753,679
0
0.0%
Total Expenditures and Other Financing Uses
8,632,594
8,817,762
8,824,325
8,817,762
0
0.0%
Excess of Revenues Over (Under) Expenditures
38,967
(141,408)
92,842
(141,408)
0
0.0%
Fund Balance, Beginning of Year
147,821
186,788
186,788
186,788
Fund Balance, End of Year
186,788
45,380
279,630
45,380
Fund Description
Service Level D Fund is used to collect benefit assessments charged to property owners for the purpose of providing
refuse collection,
recycling, and street sweeping throughout the City, which is provided
by CR&R. In addition, Service
Level D has received
grants to increase
recycling efforts Citywide.
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 195 - TCSD SERVICE LEVEL "R" STREET/ROAD MAINT FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
5,878
0
115
0
0 0.0%
Use of Money and Property
Investment Interest
76
0
(201)
0
0 0.0%
Reimbursements
Other Reimbursements
7,050
0
0
0
0 0.0%
Total Revenues and Other Sources
13,004
0
(86)
0
0 0.0%
Expenditures by Category
Operations & Maintenance
3,094
10,000
3,321
10,000
0 0.0%
Total Expenditures and Other Financing Uses
3,094
10,000
3,321
10,000
0 0.0%
Excess of Revenues Over (Under) Expenditures
9,910
(10,000)
(3,407)
(10,000)
0 0.0%
Fund Balance, Beginning of Year
20,778
30,688
30,688
30,688
Fund Balance, End of Year
30,688
20,688
27,281
20,688
Fund Description
Service Level R Fund reflects the operational, administrative, construction and maintenance costs for certain unpaved roads that become
inaccessible after inclement weather. Zone R-1 provides service in the Nicolas/Liefer Road area. The maximum rate that can be charged
for Zone R-1 for an improved parcel is $115.26 and for an unimproved parcel is $57.62.
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 196 - TCSD SERVICE LEVEL "L" LAKE PARK MAINT. FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
257,591
249,197
250,186
249,197
0 0.0%
Harveston Lake Boat Revenue
5,626
4,200
7,211
4,200
0 0.0%
Use of Money and Property
Investment Interest
1,273
2,650
(3,145)
2,650
0 0.0%
Miscellaneous
Miscellaneous
390
0
0
0
0 0.0%
Total Revenues and Other Sources
264,880
256,047
254,252
256,047
0 0.0%
Expenditures by Category
Salaries & Benefits
26,921
29,093
29,581
29,093
0 0.0%
Operations & Maintenance
246,987
285,604
257,342
285,604
0 0.0%
Total Expenditures and Other Financing Uses
273,908
314,697
286,922
314,697
0 0.0%
Excess of Revenues Over (Under) Expenditures
(9,028)
(58,650)
(32,670)
(58,650)
0 0.0%
Fund Balance, Beginning of Year
418,989
409,961
409,961
409,961
Fund Balance, End of Year
409,961
351,310
377,291
351,310
Fund Description
Service Level L Fund reflects the benefit assessments charged to property owners for the purpose of maintaining the Harveston Lake Park.
Expenditures include operational, administrative and maintenance costs.
AMA
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The Heart of Southern California
Wine Country
FUND: 197 - TEMECULA LIBRARY FUND
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Printing & Copies
2,720
6,419
6,924
6,419
0
0.0%
Fines and Forfeitures
Fines & Forfeitures
4,546
16,000
25,446
16,000
0
0.0%
Use of Money and Property
Investment Interest
987
3,000
(4,206)
3,000
0
0.0%
Lease/Rental Income
(1,152)
8,120
10,268
8,120
0
0.0%
Reimbursements
Capital Improvement Program
19
0
0
0
0
0.0%
Operating Transfers In
Contribution From Measure S
847,181
947,149
947,149
947,149
0
0.0%
Total Revenues and Other Sources
854,302
980,688
985,581
980,688
0
0.0%
Expenditures by Category
Salaries & Benefits
129,026
147,073
158,714
147,073
0
0.0%
Operations & Maintenance
286,383
553,603
511,742
553,603
0
0.0%
Internal Service Fund Allocations
289,564
378,501
321,367
378,501
0
0.0%
Total Expenditures and Other Financing Uses
704,973
1,079,177
991,823
1,079,177
0
0.0%
Excess of Revenues Over (Under) Expenditures
149,328
(98,489)
(6,242)
(98,489)
0
0.0%
Fund Balance, Beginning of Year
382,653
531,981
531,981
531,981
Fund Balance, End of Year
531,981
433,492
525,740
433,492
Fund Description
The Library Fund is used to account for the maintenance and operations of the Ronald H. Roberts Temecula Public Library on Pauba Road.
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 198 - PUBLIC ART FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Public Art 34,281 64,188 41,837 64,188 0 0.0%
Use of Money and Property
Investment Interest 186 500 (941) 500 0 0.0%
Total Revenues and Other Sources 34,467 64,688 40,896 64,688 0 0.0%
Excess of Revenues Over (Under) Expenditures 34,467 64,688 40,896 64,688 0 0.0%
Fund Balance, Beginning of Year 56,632 91,099 91,099 91,099
Fund Balance, End of Year 91,099 155,787 131,994 155,787
Fund Description
This fund was established pursuant to Temecula Municipal Code Section 5.08.040, whereby the fund serves a a depository for the fees
paid in lieu of art as well as monetary donations for public art. The Public Art In Lieu fee is one -tenth of one percent of an eligible
development project in excess of $100,000. Eligble uses of this fund include the design, acquisition, installation, improvement,
maintenance and insurance of public artwork; offering of performing arts programs on City property for the community; and art education
programs on City property for the community.
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 501 - SERVICE LEVEL"C"ZONE 1 SADDLEWOOD FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments 38,597 37,932 37,944 37,932 0 0.0%
Use of Money and Property
Investment Interest 25 6 (98) 6 0 0.0%
Total Revenues and Other Sources 38,622 37,938 37,846 37,938 0 0.0%
Expenditures by Category
Salaries & Benefits 2 3 2 3 0 0.0%
Operations & Maintenance 36,046 41,817 39,158 41,817 0 0.0%
Total Expenditures and Other Financing Uses 36,048 41,820 39,161 41,820 0 0.0%
Excess of Revenues Over (Under) Expenditures 2,574 (3,882) (1,315) (3,882) 0 0.0%
Fund Balance, Beginning of Year 11,759 14,333 14,333 14,333
Fund Balance, End of Year 14,333 10,451 13,018 10,451
Fund Description
Service Level C Fund reflects the collection of benefit assessments charged to property owners for the purpose of providing perimeter
landscaping and slope maintenance throughout the City. Service Level C assesses only those parcels within residential subdivisions
receiving TCSD perimeter landscaping and slope maintenance and are separated into 32 zones. The rate levels for Zones 6 and 29, are
subject to a Consumer Price Index -Urban Consumers (CPI-U) annual inflator while all other rate levels will not increase. Zones 30-32 will
not be assessed, as the property owners have elected to have the landscaping maintained by the respective Homeowner's Associations
IHr)A0
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 502 - SERVICE LEVEL"C"ZONE 2 WINCHESTER CREEK FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
43,056
316
42,542
715
42,659
(864)
42,542
715
0
0
0.0%
0.0%
43,373
43,257
41,795
43,257
0
0.0%
36
37,992
27
38,723
27
36,678
27
38,723
0
0
0.0%
0.0%
38,028
38,750
36,705
38,750
0
0.0%
5,344
4,507
5,090
4,507
0
0.0%
106,329
111,673
111,673
111,673
111,673
116,181
116,763
116,181
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 503 - SERVICE LEVEL"C"ZONE 3 RANCHO HIGHLANDS FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
47,394
118
47,328
220
47,534
(362)
47,328
220
0
0
0.0%
0.0%
47,512
47,548
47,171
47,548
0
0.0%
25
42,730
27
45,181
27
35,529
27
45,181
0
0
0.0%
0.0%
42,755
45,208
35,557
45,208
0
0.0%
4,757
2,340
11,615
2,340
0
0.0%
41,707
46,464
46,464
46,464
46,464
48,804
58,079
48,804
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 504 - SERVICE LEVEL"C"ZONE 4 THE VINEYARDS FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
6,371
10
6,394
18
6,394
(36)
6,394
18
0
0
0.0%
0.0%
6,381
6,412
6,358
6,412
0
0.0%
27
5,833
27
7,124
102
5,171
27
7,124
0
0
0.0%
0.0%
5,861
7,151
5,273
7,151
0
0.0%
521
(739)
1,085
(739)
0
0.0%
4,206
4,727
4,727
4,727
4,727
3,988
5,812
3,988
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 505 - SERVICE LEVEL"C"ZONE 5 SIGNET SERIES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
39,571
73
39,025
130
39,365
(211)
39,025
130
0
0
0.0%
0.0%
39,644
39,155
39,154
39,155
0
0.0%
36
35,548
27
51,920
27
48,406
27
51,920
0
0
0.0%
0.0%
35,584
51,946
48,434
51,946
0
0.0%
4,060
(12,791)
(9,280)
(12,791)
0
0.0%
27,142
31,202
31,202
31,202
31,202
18,410
21,922
18,410
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 506 - SERVICE LEVEL"C"ZONE 6 WOODCREST COUNTRY FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
27,104
114
27,260
240
27,266
(308)
27,260
240
0
0
0.0%
0.0%
27,218
27,500
26,957
27,500
0
0.0%
25
29,541
27
25,494
27
24,043
27
25,494
0
0
0.0%
0.0%
29,566
25,520
24,071
25,520
0
0.0%
(2,348)
1,980
2,887
1,980
0
0.0%
39,248
36,900
36,900
36,900
36,900
38,880
39,787
38,880
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 507 - SERVICE LEVEL"C"ZONE 7 RIDGEVIEW FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
15,593
19
15,308
26
15,314
(70)
15,308
26
0
0
0.0%
0.0%
15,611
15,334
15,245
15,334
0
0.0%
13
13,177
3
19,134
2
17,757
3
19,134
0
0
0.0%
0.0%
13,190
19,137
17,759
19,137
0
0.0%
2,421
(3,803)
(2,514)
(3,803)
0
0.0%
7,571
9,992
9,992
9,992
9,992
6,190
7,478
6,190
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 508 - SERVICE LEVEL"C"ZONE 8 VILLAGE GROVE FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
138,618
137,025
137,155
137,025
0 0.0%
Use of Money and Property
Investment Interest
303
530
(816)
530
0 0.0%
Total Revenues and Other Sources
138,921
137,555
136,339
137,555
0 0.0%
Expenditures by Category
Salaries & Benefits
12,680
13,273
13,643
13,273
0 0.0%
Operations & Maintenance
129,863
121,106
114,724
121,106
0 0.0%
Total Expenditures and Other Financing Uses
142,543
134,379
128,368
134,379
0 0.0%
Excess of Revenues Over (Under) Expenditures
(3,622)
3,176
7,971
3,176
0 0.0%
Fund Balance, Beginning of Year
113,379
109,757
109,757
109,757
Fund Balance, End of Year
109,757
112,933
117,729
112,933
Fund Description
0]]
City of Temecula
Fiscal Year 2021-22
( The Heart of Southern California Quarterly Budget Report
Wine Country
FUND: 509 - SERVICE LEVEL"C"ZONE 9 RANCHO SOLANA FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
5,133
88
5,106
210
5,106
(237)
5,106
210
0
0
0.0%
0.0%
5,221
5,316
4,869
5,316
0
0.0%
3
3,150
3
5,185
2
3,785
3
5,185
0
0
0.0%
0.0%
3,153
5,188
3,787
5,188
0
0.0%
2,067
128
1,081
128
0
0.0%
28,997
31,064
31,064
31,064
31,064
31,192
32,146
31,192
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 510 - SERVICE LEVEL"C"ZONE 10 MARTINIQUE FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
9,802
38
9,744
80
9,744
(102)
9,744
80
0
0
0.0%
0.0%
9,840
9,824
9,642
9,824
0
0.0%
30
8,255
27
10,378
27
10,203
27
10,378
0
0
0.0%
0.0%
8,284
10,405
10,230
10,405
0
0.0%
1,556
(581)
(588)
(581)
0
0.0%
13,326
14,882
14,882
14,882
14,882
14,301
14,294
14,301
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 511 - SERVICE LEVEL"C"ZONE 11 MEADOWVIEW FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
2,450
9
2,450
20
2,450
(29)
2,450
20
0
0
0.0%
0.0%
2,459
2,470
2,421
2,470
0
0.0%
3
1,969
3
3,368
2
2,854
3
3,368
0
0
0.0%
0.0%
1,972
3,371
2,856
3,371
0
0.0%
488
(901)
(435)
(901)
0
0.0%
3,435
3,923
3,923
3,923
3,923
3,022
3,488
3,022
AMA
0-3
\� a`
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 512 - SERVICE LEVEL"C"ZONE 12 VINTAGE HILLS FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
99,464
318
96,396
665
96,326
(733)
96,396
665
0
0
0.0%
0.0%
99,782
97,061
95,594
97,061
0
0.0%
6,421
93,509
6,637
130,423
6,821
119,428
6,637
130,423
0
0
0.0%
0.0%
99,931
137,060
126,249
137,060
0
0.0%
(149)
(39,999)
(30,656)
(39,999)
0
0.0%
117,007
116,858
116,858
116,858
116,858
76,860
86,203
76,860
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 513 - SERVICE LEVEL"C"ZONE 13 PRESLEY DEVELOP FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
35,020
75
34,224
140
34,173
(218)
34,224
140
0
0
0.0%
0.0%
35,096
34,364
33,955
34,364
0
0.0%
635
31,716
664
32,539
684
29,369
664
32,539
0
0
0.0%
0.0%
32,351
33,203
30,052
33,203
0
0.0%
2,744
1,161
3,902
1,161
0
0.0%
28,031
30,775
30,775
30,775
30,775
31,937
34,678
31,937
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 514 - SERVICE LEVEL"C"ZONE 14 MORRISON HOMES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
15,041
28
14,774
50
14,774
(95)
14,774
50
0
0
0.0%
0.0%
15,069
14,824
14,679
14,824
0
0.0%
5
13,192
3
16,297
2
14,806
3
16,297
0
0
0.0%
0.0%
13,197
16,300
14,808
16,300
0
0.0%
1,872
(1,476)
(129)
(1,476)
0
0.0%
10,439
12,311
12,311
12,311
12,311
10,835
12,182
10,835
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 515 - SERVICE LEVEL"C"ZONE 15 BARCLAY ESTATES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
9,713
28
9,800
60
9,904
(92)
9,800
60
0
0
0.0%
0.0%
9,741
9,860
9,812
9,860
0
0.0%
5
8,181
3
11,702
2
10,090
3
11,702
0
0
0.0%
0.0%
8,186
11,705
10,092
11,705
0
0.0%
1,555
(1,845)
(280)
(1,845)
0
0.0%
10,458
12,013
12,013
12,013
12,013
10,168
11,733
10,168
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 516 - SERVICE LEVEL"C"ZONE 16 TRADEWINDS FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Transfers
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
38,150 37,800 38,022 37,800 0 0.0%
169
370
(542)
370
0
0.0%
38,319
38,170
37,480
38,170
0
0.0%
0
637
28,010
21,500
664
35,440
0
684
20,918
21,500
664
35,440
0
0
0
0.0%
0.0%
0.0%
28,647
57,604
21,601
57,604
0
0.0%
9,672
(19,434)
15,879
(19,434)
0
0.0%
56,539
66,211
66,211
66,211
66,211
46,777
82,090
46,777
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 517 - SERVICE LEVEL"C"ZONE 17 MONTE VISTA FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
2,116
5
2,116
10
2,116
(17)
2,116
10
0
0
0.0%
0.0%
2,121
2,126
2,099
2,126
0
0.0%
2
1,714
3
2,110
2
1,823
3
2,110
0
0
0.0%
0.0%
1,716
2,113
1,826
2,113
0
0.0%
405
13
273
13
0
0.0%
1,888
2,293
2,293
2,293
2,293
2,306
2,566
2,306
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 518 - SERVICE LEVEL"C"ZONE 18 TEMEKU HILLS FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Transfers
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
96,445 94,010 93,342 94,010 0 0.0%
148
224
(473)
224
0
0.0%
96,593
94,234
92,869
94,234
0
0.0%
0
3,789
88,495
10,000
3,982
110,107
0
4,094
98,813
10,000
3,982
110,107
0
0
0
0.0%
0.0%
0.0%
92,283
124,089
102,906
124,089
0
0.0%
4,310
(29,855)
(10,037)
(29,855)
0
0.0%
57,983
62,293
62,293
62,293
62,293
32,438
52,256
32,438
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 519 - SERVICE LEVEL"C"ZONE 19 CHANTEMAR FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
54,852
293
54,450
600
54,612
(604)
54,450
600
0
0
0.0%
0.0%
55,144
55,050
54,009
55,050
0
0.0%
5,263
58,274
5,575
51,116
5,731
48,160
5,575
51,116
0
0
0.0%
0.0%
63,538
56,691
53,891
56,691
0
0.0%
(8,393)
(1,641)
118
(1,641)
0
0.0%
96,147
87,754
87,754
87,754
87,754
86,113
87,872
86,113
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 520 - SERVICE LEVEL"C"ZONE 20 CROWNE HILL FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
181,358
177,975
177,513
177,975
0 0.0%
Use of Money and Property
Investment Interest
654
1,360
(1,698)
1,360
0 0.0%
Total Revenues and Other Sources
182,013
179,335
175,815
179,335
0 0.0%
Expenditures by Category
Transfers
0
30,803
0
30,803
0 0.0%
Salaries & Benefits
12,625
13,273
13,638
13,273
0 0.0%
Operations & Maintenance
167,717
161,142
139,232
161,142
0 0.0%
Total Expenditures and Other Financing Uses
180,343
205,218
152,870
205,218
0 0.0%
Excess of Revenues Over (Under) Expenditures
1,670
(25,883)
22,944
(25,883)
0 0.0%
Fund Balance, Beginning of Year
231,135
232,805
232,805
232,805
Fund Balance, End of Year
232,805
206,922
255,750
206,922
Fund Description
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 521 - SERVICE LEVEL"C"ZONE 21 VAIL RANCH FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
232,438
228,201
228,591
228,201
0 0.0%
Use of Money and Property
Investment Interest
656
1,250
(1,227)
1,250
0 0.0%
Total Revenues and Other Sources
233,094
229,451
227,365
229,451
0 0.0%
Expenditures by Category
Salaries & Benefits
23,888
25,219
25,952
25,219
0 0.0%
Operations & Maintenance
245,057
223,368
211,908
223,368
0 0.0%
Total Expenditures and Other Financing Uses
268,944
248,587
237,860
248,587
0 0.0%
Excess of Revenues Over (Under) Expenditures
(35,850)
(19,136)
(10,495)
(19,136)
0 0.0%
Fund Balance, Beginning of Year
231,569
195,719
195,719
195,719
Fund Balance, End of Year
195,719
176,582
185,223
176,582
Fund Description
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 522 - SERVICE LEVEL"C"ZONE 22 SUTTON PLACE FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
4,466
28
4,408
64
4,408
(79)
4,408
64
0
0
0.0%
0.0%
4,494
4,472
4,329
4,472
0
0.0%
4
3,442
3
5,622
2
3,793
3
5,622
0
0
0.0%
0.0%
3,446
5,625
3,796
5,625
0
0.0%
1,048
(1,153)
534
(1,153)
0
0.0%
9,659
10,707
10,707
10,707
10,707
9,555
11,241
9,555
0]]
City of Temecula
Fiscal Year 2021-22
( The Heart of Southern California Quarterly Budget Report
Wine Country
FUND: 523 - SERVICE LEVEL"C"ZONE 23 PHEASENT RUN
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
8,779
62
8,400
145
8,363
(188)
8,400
145
0
0
0.0%
0.0%
8,841
8,545
8,175
8,545
0
0.0%
41
6,426
53
7,197
54
4,401
53
7,197
0
0
0.0%
0.0%
6,467
7,250
4,455
7,250
0
0.0%
2,374
1,295
3,720
1,295
0
0.0%
21,293
23,667
23,667
23,667
23,667
24,962
27,387
24,962
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 524 - SERVICE LEVEL"C"ZONE 24 HARVESTON FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
165,046
162,100
162,547
162,100
0 0.0%
Use of Money and Property
Investment Interest
159
120
(302)
120
0 0.0%
Total Revenues and Other Sources
165,205
162,220
162,246
162,220
0 0.0%
Expenditures by Category
Salaries & Benefits
10,095
10,619
10,927
10,619
0 0.0%
Operations & Maintenance
164,365
165,057
155,928
165,057
0 0.0%
Total Expenditures and Other Financing Uses
174,459
175,675
166,855
175,675
0 0.0%
Excess of Revenues Over (Under) Expenditures
(9,255)
(13,455)
(4,609)
(13,455)
0 0.0%
Fund Balance, Beginning of Year
64,701
55,446
55,446
55,446
Fund Balance, End of Year
55,446
41,991
50,837
41,991
Fund Description
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 525 - SERVICE LEVEL"C"ZONE 25 SERENA HILLS FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
44,736
195
44,000
420
43,913
(492)
44,000
420
0
0
0.0%
0.0%
44,931
44,420
43,421
44,420
0
0.0%
1,269
41,962
1,327
41,713
1,366
41,115
1,327
41,713
0
0
0.0%
0.0%
43,231
43,041
42,481
43,041
0
0.0%
1,700
1,379
940
1,379
0
0.0%
68,272
69,972
69,972
69,972
69,972
71,351
70,912
71,351
0]]
City of Temecula
Fiscal Year 2021-22
( The Heart of Southern California Quarterly Budget Report
Wine Country
FUND: 526 - SERVICE LEVEL"C"ZONE 26 GALLERY TRADITION FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
2,430
4
2,160
7
2,025
(14)
2,160
7
0
0
0.0%
0.0%
2,434
2,167
2,011
2,167
0
0.0%
3
1,793
3
2,036
2
1,929
3
2,036
0
0
0.0%
0.0%
1,795
2,039
1,931
2,039
0
0.0%
638
129
80
129
0
0.0%
1,283
1,921
1,921
1,921
1,921
2,050
2,001
2,050
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 527 - SERVICE LEVEL"C"ZONE 27 AVONDALE FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
9,371
25
9,100
43
9,071
(68)
9,100
43
0
0
0.0%
0.0%
9,396
9,143
9,003
9,143
0
0.0%
28
9,292
27
7,870
27
8,605
27
7,870
0
0
0.0%
0.0%
9,321
7,897
8,632
7,897
0
0.0%
75
1,246
371
1,246
0
0.0%
9,186
9,261
9,261
9,261
9,261
10,508
9,632
10,508
AMA
0-3
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 528 - SERVICE LEVEL"C"ZONE 28 WOLF CREEK FUND
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget Adjustments
Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
236,513
232,974
234,250
232,974
0 0.0%
Use of Money and Property
Investment Interest
303
2,370
(5,457)
2,370
0 0.0%
Total Revenues and Other Sources
236,816
235,344
228,793
235,344
0 0.0%
Expenditures by Category
Transfers
0
300,000
28,346
300,000
0 0.0%
Salaries & Benefits
25,097
26,546
27,314
26,546
0 0.0%
Operations & Maintenance
271,041
209,045
216,874
209,045
0 0.0%
Total Expenditures and Other Financing Uses
296,138
535,591
272,534
535,591
0 0.0%
Excess of Revenues Over (Under) Expenditures
(59,322)
(300,247)
(43,741)
(300,247)
0 0.0%
Fund Balance, Beginning of Year
395,420
336,098
336,098
336,098
Fund Balance, End of Year
336,098
35,851
292,357
35,851
Fund Description
AMA
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The Heart of Southern California
Wine Country
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 529 - SERVICE LEVEL"C"ZONE 29 GALLERY PORTRAIT FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Licenses, Permits and Service Charges
Assessments
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Expenditures by Category
Salaries & Benefits
Operations & Maintenance
Total Expenditures and Other Financing Uses
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
3,754
10
4,249
21
5,301
(53)
4,249
21
0
0
0.0%
0.0%
3,764
4,270
5,248
4,270
0
0.0%
4
2,114
3
4,424
2
2,201
3
4,424
0
0
0.0%
0.0%
2,117
4,427
2,202
4,427
0
0.0%
1,647
(157)
3,046
(157)
0
0.0%
3,548
5,195
5,195
5,195
5,195
5,038
8,240
5,038
Alk
The Heart of Southern California
Wine Country
ju
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
FUND: 530 - SERVICE LEVEL"C"ZONE 30 FUTURE ZONES FUND
2021-22 Year to Date 2021-22 Q4 % Change
2020-21 Current Actuals Revised Requested from Current
Description Actuals Budget 6-30-2022 Budget Adjustments Budget
Revenues by Source
Use of Money and Property
Investment Interest
Total Revenues and Other Sources
Excess of Revenues Over (Under) Expenditures
Fund Balance, Beginning of Year
Fund Balance, End of Year
Fund Description
110
268
(268)
268 0 0.0%
110
268
(268)
268 0 0.0%
110
268
(268)
268 0 0.0%
36,220
36,330
36,330
36,330
36,330
36,598
36,062
36,598
Item No. 12
TEMECULA COMMUNITY SERVICES DISTRICT
AGENDA REPORT
TO: General Manager/Board of Directors
FROM: Patrick Thomas, Director of Public Works/City Engineer
DATE: November 29, 2022
SUBJECT: Adopt Resolutions Regarding Annexation of Tract Map Numbers 37341-1 through
37341-10, within Sommers Bend, to Service Level B (Residential Street Lights)
Rates and Charges (Located on East Side of Butterfield Stage Road and North of
Long Valley Wash)
PREPARED BY: Ron Moreno, Principal Engineer/City Surveyor
Annie Bostre-Le, Public Works Development Manager
RECOMMENDATION: That the Board of Directors adopt resolutions entitled:
RESOLUTION NO. CSD
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT OF THE
CITY OF TEMECULA, DECLARING INTENTION TO ANNEX
PROPERTY TO SERVICE LEVEL B - RESIDENTIAL STREET
LIGHTS AND TO LEVY ASSESSMENTS ON SUCH
PROPERTY FOR FISCAL YEAR 2023-24, APPROVING THE
ENGINEER'S REPORT, AND SETTING THE DATE, TIME
AND PLACE OF A PUBLIC HEARING ON THE PROPOSED
ANNEXATION AND ASSESSMENTS
RESOLUTION NO. CSD
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT OF THE
CITY OF TEMECULA, INITIATING PROCEEDINGS TO
ANNEX PROPERTY TO SERVICE LEVEL B FOR FISCAL
YEAR 2023-24
BACKGROUND: The Temecula Community Services District (TCSD) operates under
the authority of Community Services District Law and provides residential street lighting to
numerous residential subdivisions within the City of Temecula through Service Level `B". The
boundaries of the TCSD are coterminous with the City, and City Council serves as the Board of
Directors of the TCSD.
Tract Map Numbers 37341-1 through 37341-10, within Sommers Bend, formerly known as
Roripaugh Ranch is an existing residential development. On November 26, 2002, the City Council
approved the Roripaugh Ranch Specific Plan with private streets. On January 23, 2018, the City
Council approved the Roripaugh Ranch Specific Plan Amendment Number 4, which included a
slight realignment and removal of gated entries on Sommers Bend (Loop Road) and interior local
streets were revised to comply with updated fire safety requirements. These improvements
allowed the roadway and street lights to be publicly dedicated as accepted on Tract Map 37368
recorded on July 25, 2019.
The property owner has requested that the TCSD establish the future parcel charges necessary to
provide ongoing revenue for residential street lighting within the development. Beginning Fiscal
Year 2023-2024, the following TCSD rates and charges are proposed for residential street lighting
services within Tract Map Numbers 37341-1 through 37341-10:
Service Level B $ 25.68 per residential parcel
Pursuant to the provisions of Proposition 218, the TCSD is required to hold a public hearing and
obtain voter or property owner approval in order to establish certain new rates and charges. In
addition, a report must be prepared and filed with the Secretary/City Clerk which identifies all of
the affected parcels and the amount of the proposed rates and charges and date of the Public
Hearing. The Public Hearing is held at least 45 days after the mailing of the notices. If the
proposed rates and charges are not rejected pursuant to a written protest, then the TCSD will
conduct a mailed ballot proceeding not less than 45 days after the public hearing. The proposed
rates and charges for Service Level B cannot be imposed unless the property owners have approved
the new charges.
Staff recommends that the Board of Directors adopt the resolution to accept the filing of the report
on the proposed residential street lighting rates and charges for Tract Map Numbers 37341-1
through 37341-10, beginning in Fiscal Year 2023-2024 and schedule a public hearing concerning
this issue for January 24, 2023. Staff will then proceed with noticing the owner of Tract Map
Numbers 37341-1 through 37341-10, regarding the proposed rates and charges and the public
hearing date. If there is no majority protest against the rates and charges on January 24, 2023, staff
with then proceed with the mailed ballot process of Service Level B.
FISCAL IMPACT: If voter approved, the proposed rates and charges of $25.68 per
parcel will generate an annual levy of $13,995.60 for Service Level B. Actual costs for providing
long-term residential street lighting services within Tract Map Numbers 37341-1 through 37341-
10 will be absorbed into Service Level B upon installation of said improvements.
ATTACHMENTS: 1. Vicinity Map
2. Resolution of Intention
3. Exhibit A
4. Resolution of Initiating Proceedings
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RESOLUTION NO. CSD 2022-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT OF THE
CITY OF TEMECULA, DECLARING INTENTION TO
ANNEX PROPERTY TO SERVICE LEVEL B -
RESIDENTIAL STREET LIGHTS AND TO LEVY
ASSESSMENTS ON SUCH PROPERTY FOR FISCAL YEAR
2023-24, APPROVING THE ENGINEER'S REPORT, AND
SETTING THE DATE, TIME AND PLACE OF A PUBLIC
HEARING ON THE PROPOSED ANNEXATION AND
ASSESSMENTS
WHEREAS, the Board of Directors (the "Board") of the Temecula Community Services
District (the "District") of the City of Temecula has initiated proceedings for the annexation of
certain property, to Service Level B of the District (the "Assessment District") pursuant to the
Landscaping and Lighting Act of 1972, as found in Part 2 (commencing with Section 22500) of
Division 15 of the California Streets and Highways Code ("the Act"), for the purpose of funding
Residential Street Lighting; and
WHEREAS, as ordered by the Board, Webb Municipal Finance, LLC., the assessment
engineer, has prepared and filed with the Clerk of the Board a report regarding the assessments
which are proposed to be levied on and collected from the owners of the Subject Property, as
defined below, for Fiscal Year 2023-24, to pay the costs of the maintenance and servicing of such
Residential Street Lighting, and that report has been presented to and considered by the Board;
and
WHEREAS, it is necessary that the Board adopt a resolution of intention pursuant to
Sections 22606 and 22587 of the California Streets and Highways Code setting and providing for
notice of the time, date and place of public hearing on said report, the proposed annexation of the
Subject Property to the Assessment District and the proposed assessments; and
WHEREAS, in addition to the requirements set forth in the Act, to annex property into the
Assessment District, Proposition 218 establishes detailed requirements for the imposition of a
"new or increased" special assessment; and
WHEREAS, in addition to notice, ballot and hearing requirements, Proposition 218
requires the District to separate the general benefits from the special benefits conferred on a parcel,
and to only asses the special benefits on that parcel; and
WHEREAS, Proposition 218 requires all assessments to be supported by a detailed
Engineer's Report prepared by a registered professional engineer; and
WHEREAS, the proposed assessment will assess properties located within the Assessment
District pursuant to the amounts stated in the Engineer's Report ("Assessment Amount"); and
WHEREAS, pursuant to Proposition 218, the District must comply with applicable
sections of Article XII(D) of the California Constitution regarding the notice, hearing and protest
procedures.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED by
Board of Directors of the Temecula Community Services District of the City of Temecula,
California as follows:
Section 1. Recitals. The above recitals are true and correct and are incorporated herein
by this reference.
Section 2. Findings. The Board of Directors finds that:
(a) The Engineer's report of Webb Municipal Finance, LLC. (the "Report") contains
all matters required by the Act and Proposition 218 and may, therefore, be approved by the Board;
(b) The assessments which are proposed to be levied for Fiscal Year 2023-24 on all
parcels of assessable property which are proposed to be annexed, to the Assessment District are
based on special benefit conferred upon each such parcel from the payment of the costs of the
residential street lighting and the maintenance and servicing thereof;
(c) The proportionate special benefit derived by each parcel within the Assessment
District has been determined in relationship to the entirety of the capital cost of the installation,
maintenance and servicing of the residential street lights and appurtenant facilities;
(d) The Assessment Amount which is proposed to be assessed on each such parcel is
based upon and will not exceed the reasonable cost of the proportional special benefit conferred
on that parcel;
(e) The Assessment Amount is supported by a detailed engineer's report prepared by
a registered professional engineer certified by the State of California.
Section 3. Intention. The Board declares that it intends to annex the Subject Property,
as defined below, into the Assessment District, to levy and collect assessments on all of the lots
and parcels of assessable property which are proposed to be annexed, to the Assessment District
for Fiscal Year 2023-24, and for the duration specified in Section 7 herein, in the amounts set forth
in the Report. Such assessments will be collected at the same time and in the same manner as
county taxes are collected, and all laws providing for the collection and enforcement of county
taxes shall apply to the collection and enforcement of the assessments.
Section 4. Improvements. The improvements which shall be provided for such
property by and through the assessments levied annually thereon include the following:
(a) The installation, maintenance and servicing of residential street lights;
Section 5. Annexation to Assessment District. The property which is proposed to
be annexed to the Assessment District is all the property that is in the Temecula Community
Services District and which is described in Exhibit "A" attached hereto and by this reference made
a part hereof ("Subject Property"). Upon the completion of the annexation proceedings, the
N
property proposed to be annexed will be included in the Assessment District. The boundaries of
the annexation are further described and shown in the Report.
Section 6. Report and Assessments. The Report, which is on file with the Clerk of
the Board, and which has been presented to the Board at the meeting at which this resolution is
adopted, is approved. Reference is made to the Report for a full and detailed description of the
improvements, the boundaries of the annexation, the assessments which are proposed to be levied
on the assessable lots and parcels of land in the annexation as a part of the Assessment District for
Fiscal Year 2023-24.
Section 7. Duration of Assessments. The assessments shall be levied on all parcels
of assessable property in the annexation, as identified in the Report, so long as the assessments are
necessary to finance the improvements specified in Section 4 hereof and the maintenance and
servicing thereof.
Section 8. Hearing. The public hearing on the proposed annexation of the Subject
Property to the Assessment District and the assessments which are proposed to be levied for Fiscal
Year 2023-24 and which is required by Sections 22587 through 22594 and 22624 through 22629
of the California Streets and Highways Code and Section 53753 of the California Government
Code, and Proposition 218 shall be held at 6:00 p.m. on January 24, 2023, in the City Council
Chambers at 41000 Main Street, Temecula, California.
Section 9. Notice of Hearing and Ballots. The Clerk of the board shall mail a notice
of the proposed annexation, the proposed assessments and of the time, date and place of the public
hearing, as specified in Section 8 hereof, to the record owner of each parcel of property identified
in the Report. Such notice shall specify the total amount of the assessment chargeable to all the
property within the annexation, the amount chargeable to each owner's particular parcel, the
duration of the assessments, the reason for the assessments and the basis upon which the amounts
of the proposed assessments were calculated, together with the date, time and location of the public
hearing, as specified in Section 8 hereof. The notice shall include, in a conspicuous place, thereon,
a summary of the procedures applicable to the completion, return and tabulation of the assessment
ballots which will accompany the notice and shall include a statement that the existence of a
majority protest will result in the assessments not being levied, and that a majority protest will
exist if, upon the conclusion of the hearing, assessment ballots submitted in opposition to the
assessments exceed the assessment ballots submitted in favor of the assessments based on financial
obligation. There shall be included with each such notice mailed to owner of identified parcels
within the annexation an assessment ballot which includes the District's address for receipt of any
ballot when completed by any owner receiving such notice whereby such owner may indicate his
or her name, reasonable identification of the parcel and support or opposition to the proposed
assessments. The notice and the assessment ballots shall conform in all respects to the requirements
of subdivisions (b) and (c) of Section 53753 of the California Government Code and Article
XIII(D) of the California Constitution. Should there be any conflict between the Act and
Proposition 218, Proposition 218 shall control.
3
Section 10. If Maiority Protest Exists
If a maiority protest exists, the Board shall not undergo another District -initiated
petition under the Act for at least twelve (12) months from the hearing date thereof, unless
otherwise provided by law.
PASSED, APPROVED, AND ADOPTED by the Board of Directors of the Temecula
Community Services District of the City of Temecula this 29th day of November, 2022.
James Stewart, President
ATTEST:
Randi Johl, Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, Secretary of the Temecula Community Services District of the City of
Temecula, do hereby certify that the foregoing Resolution No. CSD 2022- was duly and
regularly adopted by the Board of Directors of the Temecula Community Services District of the
City of Temecula at a meeting thereof held on the 291h day of November, 2022, by the following
vote:
AYES: BOARD MEMBERS:
NOES: BOARD MEMBERS:
UIWIIKWQ:••'b a U: :_
ABSENT: BOARD MEMBERS:
Randi Johl, Secretary
5
EXHIBIT A
DESCRIPTION OF PROPOSED TERRITORY TO BE ANNEXED
The properties proposed to be annexed into Service Level B of the Temecula Community Services District
are identified by Riverside County Assessor's Parcel Numbers (APN) in the Preliminary Annexation
Engineer's Report - Appendix A — Assessment Roll.
Webb
MUNIC-IIIAL t-Ii
Preliminary Annexation Engineer's Report
Fiscal Year 2023-2024
Temecula Community Services District
Service Level 6
Prepared For
is
a
The Heart of Southern California
Wine Country
November 2022
Table of Contents
Sections
Tables
Section i.
Engineer's Statement
Section 1.
Plans and Specifications_
Section 2.
Method of Apportionment
Section 3. Budget
2
4
Table 3-1. Operating Budget for Service Level B 4
Appendices
Appendix A. Tax Roll A-1
Appendix B. Assessment Diagram B-1
i. Engineer's Statement
AGENCY: CITY OF TEMECULA
PROJECT: TEMECULA COMMUNITY SERVICES DISTRICT SERVICE LEVEL B
TO: BOARD OF DIRECTORS
CITY OF TEMECULA
STATE OF CALIFORNIA
REPORT PURSUANT TO "LANDSCAPING AND LIGHTING ACT OF 1972"
Pursuant to Articles XIII D, Section 4 of the California Constitution, the Proposition 218 Omnibus Implementation
Act and the Landscape and Lighting Act of 1972 this Report is prepared and presented to the Board to describe
and outline the proposed annexation of territory into Temecula Community Services District Service Level B (the
"District"). The Board will conduct a noticed public hearing to consider public comments and written protests
regarding the annexation and levy of the parcels within the proposed annexation territory. Upon conclusion of
the public hearing, property owner protest ballots received will be tabulated to determine whether a majority
protest exists. The Board will confirm the results of the balloting once the ballot tabulation is completed. If a
majority protest exists, further proceedings to implement the proposed annexation and levy of assessments
shall be abandoned at that time. If tabulation of the ballots indicates that a majority protest does not exist for
the proposed annexation and levy of assessments, the Board may adopt this Report and confirm the annexation
of territory and levy of assessments as presented herein. In such case, the levy information will be submitted to
the Riverside County Auditor/Controller and included as Assessments on the property tax roll for Fiscal Year
2023-2024.
SECTION 1 The PLANS AND SPECIFICATIONS describe the annexation territory and the overall nature and extent
of the improvements and services provided.
SECTION 2 The METHOD OF APPORTIONMENT outlines the method of calculating each property's proportional
special benefit necessary to calculate the property's annual assessment. This method of
apportionment is consistent with the previously adopted method of apportionment for Service
Level B that was approved by the property owners in a protest ballot proceeding conducted
when the Service Level was formed.
SECTION 3 A BUDGET showing the estimated annual costs to operate, maintain and service the local lighting
improvements and appurtenant facilities within the annexation territory.
SECTION 4 An ASSESSMENT ROLL with the proposed assessment amounts to be levied and collected in Fiscal
Year 2023-2024 for each parcel based on the parcel's calculated proportional special benefit as
outlined in the Method of Apportionment and the annual assessment rates established by the
estimated budgets.
SECTION 5 ASSESSMENT DIAGRAM showing the boundaries of the proposed annexation territory. Parcel
identification, the lines and dimensions of each lot, parcel, and subdivision of land within the
annexation territory are shown on the Riverside County Assessor's Parcel Maps and shall include
any subsequent lot line adjustments or parcel changes therein. Reference is hereby made to the
Riverside County Assessor's Parcel Maps for a detailed description of the lines and dimensions
of each lot and parcel of land within the annexation territory.
Temecula Community Services District Service Level B
Engineer's Report —Annexation. for Fiscal Year 2023-2024
i. Engineer's Statement
I Matthew E. Webb, a Professional Civil Engineer (employed at Albert A. Webb Associates and retained through
an agreement between Webb Municipal Finance, LLC and my employer), acting on behalf of the Temecula
Community Services District, pursuant to the TSD Law", do hereby submit the following:
The District requested Webb Municipal Finance, LLC, to prepare and file an Engineer's Annexation Report for
Temecula Community Services District Service Level B, pursuant to Article XIII D, Section 4 of the California
Constitution, presenting plans and specifications describing the general nature, location and extent of the
improvements to be maintained, an estimate of the costs of the maintenance, operations, and servicing of the
improvements for Service Level B, for the referenced Fiscal Year, an assessment of the estimated costs of the
maintenance, operations, and servicing the improvements, assessing the net amount upon all assessable lots
and/or parcels within the proposed annexation territory in proportion to the special benefit received;
Reference is hereby made to the Riverside County Assessor's maps for a detailed description of the lines and
dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed
by the Board of Directors of the Temecula Community Services District. Please note that Albert A. Webb
Associates provides engineering advice and related consulting services. Albert A. Webb Associates is not a
registered municipal advisor and does not participate in municipal advisory activities, and nothing in this
Engineer's Report is or should be interpreted to be municipal advisory services or advice.
Temecula Community Services District Service Level B
Engineer's Report —Annexation. for Fiscal Year 2023-2024 II
i. Engineer's Statement
Executed this day of 2022.
//FRpEESs�O��
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Li NO 37385 rn
s� CIVIC- 1P
bF
ALBERT A. WEBB ASSOCIATES
MATTHEW E. WEBB
PROFESSIONAL CIVIL ENGINEER NO. 37385
ENGINEER OF WORK
ON BEHALF OF THE CITY OF TEMECULA AND
THE TEMECULA COMMUNITY SERVICES DISTRICT
STATE OF CALIFORNIA
Final approval, confirmation and levy of the annexation territory and all matters in the Engineer's Report were
made on the day of 2022, by adoption of Resolution No. by the Board
of Directors.
CITY CLERK
CITY OF TEMECULA
STATE OF CALIFORNIA
A copy of the Tax Roll and Engineer's Annexation Report were filed in the office of the City Clerk on the
day of 12022.
CITY CLERK
CITY OF TEMECULA
STATE OF CALIFORNIA
Temecula Community Services District Service Level B
Engineer's Report —Annexation for Fiscal Year 2023-2024
1. Plans and Specifications
The territory within the proposed annexation, consists of lots or parcels of land within the District, which is
coterminous with the City of Temecula boundary. The purpose of the District is to provide through annual
assessments, funding for the ongoing operation, maintenance, utility costs, and administration of residential
streetlights.
Temecula Services District Service Level B
Engineer's Report —Annexation. for Fiscal Year 2023-2024
2. Methodology
Proposition 218 Compliance
On November 5, 1996, California voters approved Proposition 218, entitled the "Right to Vote on Taxes Act,"
which added Article XIII D to the California Constitution. While its title refers only to taxes, Proposition 218
establishes new procedural requirements for the formation and administration of assessment districts.
Proposition 218 also requires that with certain specified exceptions, which are described below, all existing
assessment districts must be ratified by the property owners within the District using the new procedures.
Some of these exceptions include:
1. Any assessments imposed exclusively to finance the capital cost or maintenance and operation expenses
for streets.
2. Any assessments levied pursuant to a petition signed by the persons owning all of the parcels subject to the
assessment at the time the assessment was initially imposed.
However, even if assessments are initially exempt from Proposition 218, if the assessments are increased in the
future, the City will need to comply with the provisions of Proposition 218 for that portion of the increased
assessment formula.
Proposition 218 does not define the term "streets," however, based on the opinions of the public agency
officials, attorneys, assessment engineers, and Senate Bill 919, it has been determined that streets include all
public improvements located within the street rights -of -way. This would include median and parkway
landscaping, traffic signals, safety lighting, and street lighting.
Proposition 218 defines "assessment" as "any levy or charge upon real property by an agency for a special
benefit conferred upon the real property." Cal. Const., art. XIII D, §2(b). A special assessment, sometimes called
a "benefit assessment," is a charge generally levied upon parcels of real property to pay for benefits the parcels
receive from local improvements. Special assessments are levied according to statutory authority granted by the
Legislature or, in some instances, local charters. Distinguishing among taxes, fees, and assessments can be
difficult and often depends on the context in which the distinction is made. For example, taxes, assessments,
and property -related fees all may be imposed on property. The key feature that distinguishes an assessment
from a tax, fee, or charge is the existence of a special benefit to real property. Without identifying a special
benefit, there can be no assessment.
Distinguishing General and Special Benefit
Proposition 218 added a set of procedures and requirements, which a local government must follow to levy an
assessment. In addition to notice, hearing, and assessment ballot proceedings, Proposition 218 provides that
"only special benefits are assessable" and requires a local government to "separate the general benefits from
the special benefits conferred on a parcel."
By its nature, most public improvements financed through an assessment district contain an element of public
benefit. The test is: does there exist, with relation to the improvement, a special benefit to the property
assessed? The law requires the portion of the cost of the improvement, which benefits the public generally, to
be separated from that portion of the cost of the improvement, which specially benefits assessed properties.
Proposition 218 provides the following definition of "special benefit":
"Special benefit" means a particular and distinct benefit over and above general benefits conferred on real
property located in the district or to the public at large. General enhancement of property value does not
constitute "special benefit".
Temecula Services District Service Level B 2
Engineer's Report —Annexation. for Fiscal Year 2023-2024
2. Methodology
Method of Apportionment
Pursuant to the Landscaping and Lighting Act of 1972 and Article XIII D of the Constitution of the State of
California, all parcels that have special benefit conferred upon them as a result of the maintenance and
operation of improvements shall be identified, and the proportionate special benefit derived by each identified
parcel shall be determined in relationship to the entire cost of the maintenance and operation of the
improvements. Only parcels that receive direct special benefit are assessed, and each parcel is assessed in
proportion to the estimated benefit received.
To assess benefits equitably it is necessary to calculate each property's relative share of the special benefits
conferred by the funded improvements and service. The Equivalent Dwelling Unit (EDU) method of assessment
apportionment is utilized in this District and establishes a basic unit (base value) of benefit and then calculates
the benefit derived by each assessed parcel as a multiple (or a fraction) of that basic unit. For the purposes of
this Engineer's Report, an EDU is the quantum of benefit derived from the various improvements by a single-
family residential parcel. The single-family residential parcel has been selected as the basic unit for the
calculation of assessments since it represents the majority of the parcels in the District. Thus, the "benchmark"
property (the single-family residential parcel) derives one EDU of benefit and is assigned 1.00 Equivalent
Dwelling Unit. The Assessment for Single -Family parcels within the District is therefore calculated by dividing the
total District Assessment by the total number of Equivalent Dwelling Units to determine the Annual Assessment
per Equivalent Dwelling Unit or Single -Family parcel.
Total District Balance to Levy (Budgeted) / Total Number of EDUs (Total Residential Lots + Assigned
Condominium Units) = Assessment per EDU/Parcel
The district includes all developed single-family residential parcels, condominiums, and residential vacant lots
for which the District provides ongoing servicing, operation, and maintenance of local street lighting
improvements. The current rate and charge for Service Level B is $25.68 per residential lot ($12.84 per
condominium unit within Specific Plans) and shall be applied to developed and undeveloped residential parcels.
Temecula Services District Service Level B 3
Engineer's Report —Annexation. for Fiscal Year 2023-2024
3. Budget
Table 3-1
Estimated Service Levels B Annexation Operating Budget Summary for Fiscal Year 2023-2024
Budget Item
Level B
192
Level B Annexation
OPERATIONS MAINTENANCE
Property Tax Administrative Fees
$13,530
$296
Street Lighting
$488,500
$10,670
Subtotal Operations Maintenance
$488,500
$10,670
TOTAL DIRECT DISTRICT COSTS
$502,030
$10,965
EXPEN DITU RES/REVEN U ES
Contingency Reserve
$0
$0
TOTAL EXPENDITURES / REVENUES
$502,030
$10,965
CONTRIBUTIONS
Other Contributions
($138,737)
($3,030)
TOTAL COLLECTION/CONTRIBUTIONS
($138,737)
($3,030)
Balance to Levy .•eted)
$640,767
$13,996
Number of Parcels
545
Number of EDUs
545
Assessment Rate per EDU
$25.68
Temecula Services District Service Level B
Engineer's Report —Annexation for Fiscal Year 2023-2024
APPENDIX A
Assessment Roll
Service Level B Annexation
Assessment Roll
..
964650001 1 $ 25.68
964650002 1 $ 25.68
964650003
1
$ 25.68
964650004
1
$ 25.68
964650005
1
$ 25.68
964650006
1
$ 25.68
964650007
1
$ 25.68
964650008
1
$ 25.68
964650009
1
$ 25.68
964650010
1
$ 25.68
964650011
1
$ 25.68
964650012
1
$ 25.68
964650013
1
$ 25.68
964650014
1
$ 25.68
964651001
1
$ 25.68
964651002
1
$ 25.68
964651003
1
$ 25.68
964651004
1
$ 25.68
964651005
1
$ 25.68
964651006
1
$ 25.68
964651007
1
$ 25.68
964651008
1
$ 25.68
964651009
1
$ 25.68
964651010
1
$ 25.68
964651011
1
$ 25.68
964651012
1
$ 25.68
964651013
1
$ 25.68
964651014
1
$ 25.68
964651015
1
$ 25.68
964652001
1
$ 25.68
964652002
1
$ 25.68
964652003
1
$ 25.68
964652004
1
$ 25.68
964652005
1
$ 25.68
964652006
1
$ 25.68
964652007
1
$ 25.68
964652008
1
$ 25.68
964652009
1
$ 25.68
964652010
1
$ 25.68
964652011
1
$ 25.68
964652012
1
$ 25.68
.•
964652013
1
$ 25.68
964652014
1
$ 25.68
964652015
1
$ 25.68
964652016
1
$ 25.68
964652017
1
$ 25.68
964652018
1
$ 25.68
964652019
1
$ 25.68
964652020
1
$ 25.68
964652021
1
$ 25.68
964652022
1
$ 25.68
964652023
1
$ 25.68
964652024
1
$ 25.68
964652025
1
$ 25.68
964652026
1
$ 25.68
964653001
1
$ 25.68
964653002
1
$ 25.68
964653003
1
$ 25.68
964653004
1
$ 25.68
964653005
1
$ 25.68
964653006
1
$ 25.68
964653007
1
$ 25.68
964653008
1
$ 25.68
964653009
1
$ 25.68
964653010
1
$ 25.68
964653011
1
$ 25.68
964653012
1
$ 25.68
964653013
1
$ 25.68
964653014
1
$ 25.68
964653015
1
$ 25.68
964653016
1
$ 25.68
964653017
1
$ 25.68
964653018
1
$ 25.68
964653019
1
$ 25.68
964653020
1
$ 25.68
964653021
1
$ 25.68
964653022
1
$ 25.68
964653023
1
$ 25.68
964653024
1
$ 25.68
964653025
1
$ 25.68
964653026
1
$ 25.68
964653027
1
$ 25.68
964654001
1
$ 25.68
964654002
1
$ 25.68
964654003
1
$ 25.68
964654004
1
$ 25.68
.•
964660001
1
$ 25.68
964660002
1
$ 25.68
964660003
1
$ 25.68
964660004
1
$ 25.68
964660005
1
$ 25.68
964660006
1
$ 25.68
964660007
1
$ 25.68
964660008
1
$ 25.68
964660009
1
$ 25.68
964660010
1
$ 25.68
964660011
1
$ 25.68
964660012
1
$ 25.68
964660013
1
$ 25.68
964660014
1
$ 25.68
964660015
1
$ 25.68
964660016
1
$ 25.68
964660017
1
$ 25.68
964660018
1
$ 25.68
964660019
1
$ 25.68
964660020
1
$ 25.68
964660021
1
$ 25.68
964660022
1
$ 25.68
964660023
1
$ 25.68
964660024
1
$ 25.68
964660025
1
$ 25.68
964660026
1
$ 25.68
964660027
1
$ 25.68
964660028
1
$ 25.68
964660029
1
$ 25.68
964660030
1
$ 25.68
964660031
1
$ 25.68
964660032
1
$ 25.68
964660033
1
$ 25.68
964660034
1
$ 25.68
964660035
1
$ 25.68
964661001
1
$ 25.68
964661002
1
$ 25.68
964661003
1
$ 25.68
964661004
1
$ 25.68
964661005
1
$ 25.68
964661006
1
$ 25.68
964661007
1
$ 25.68
964661008
1
$ 25.68
964661009
1
$ 25.68
964661010
1
$ 25.68
.•
964670001
1
$ 25.68
964670002
1
$ 25.68
964670003
1
$ 25.68
964670004
1
$ 25.68
964670005
1
$ 25.68
964670006
1
$ 25.68
964670007
1
$ 25.68
964671001
1
$ 25.68
964671002
1
$ 25.68
964671003
1
$ 25.68
964671004
1
$ 25.68
964671005
1
$ 25.68
964671006
1
$ 25.68
964671007
1
$ 25.68
964671008
1
$ 25.68
964671009
1
$ 25.68
964671010
1
$ 25.68
964671011
1
$ 25.68
964671012
1
$ 25.68
964671013
1
$ 25.68
964671014
1
$ 25.68
964671015
1
$ 25.68
964671016
1
$ 25.68
964671017
1
$ 25.68
964671018
1
$ 25.68
964671019
1
$ 25.68
964671020
1
$ 25.68
964671021
1
$ 25.68
964671022
1
$ 25.68
964671023
1
$ 25.68
964671024
1
$ 25.68
964671025
1
$ 25.68
964671026
1
$ 25.68
964671027
1
$ 25.68
964671028
1
$ 25.68
964671029
1
$ 25.68
964671030
1
$ 25.68
964671031
1
$ 25.68
964671032
1
$ 25.68
964671033
1
$ 25.68
964671034
1
$ 25.68
964671035
1
$ 25.68
964671036
1
$ 25.68
964671037
1
$ 25.68
964671038
1
$ 25.68
.•
964671039 1
$ 25.68
964672001
1
$ 25.68
964672002
1
$ 25.68
964672003
1
$ 25.68
964672004
1
$ 25.68
964672005
1
$ 25.68
964672006
1
$ 25.68
964672007
1
$ 25.68
964672008
1
$ 25.68
964672009
1
$ 25.68
964672010
1
$ 25.68
964672011
1
$ 25.68
964672012
1
$ 25.68
964672013
1
$ 25.68
964672014
1
$ 25.68
964672015
1
$ 25.68
964672016
1
$ 25.68
964672017
1
$ 25.68
964672018
1
$ 25.68
964680001
1
$ 25.68
964680002
1
$ 25.68
964680003
1
$ 25.68
964680004
1
$ 25.68
964681001
1
$ 25.68
964681002
1
$ 25.68
964681003
1
$ 25.68
964681004
1
$ 25.68
964681005
1
$ 25.68
964681006
1
$ 25.68
964681007
1
$ 25.68
964681008
1
$ 25.68
964681009
1
$ 25.68
964681010
1
$ 25.68
964681011
1
$ 25.68
964681012
1
$ 25.68
964681013
1
$ 25.68
964681014
1
$ 25.68
964681015
1
$ 25.68
964681016
1
$ 25.68
964681017
1
$ 25.68
964681018
1
$ 25.68
964681019
1
$ 25.68
964681020
1
$ 25.68
964681021
1
$ 25.68
964681022
1
$ 25.68
.•
964682001
1
$ 25.68
964682002
1
$ 25.68
964682003
1
$ 25.68
964682004
1
$ 25.68
964682005
1
$ 25.68
964682006
1
$ 25.68
964682007
1
$ 25.68
964682008
1
$ 25.68
964682009
1
$ 25.68
964682010
1
$ 25.68
964682011
1
$ 25.68
964682012
1
$ 25.68
964682013
1
$ 25.68
964682014
1
$ 25.68
964682015
1
$ 25.68
964682016
1
$ 25.68
964682017
1
$ 25.68
964682018
1
$ 25.68
964682019
1
$ 25.68
964810001
1
$ 25.68
964810002
1
$ 25.68
964810003
1
$ 25.68
964810004
1
$ 25.68
964810005
1
$ 25.68
964810006
1
$ 25.68
964810007
1
$ 25.68
964810008
1
$ 25.68
964810009
1
$ 25.68
964810010
1
$ 25.68
964810011
1
$ 25.68
964810012
1
$ 25.68
964810013
1
$ 25.68
964810014
1
$ 25.68
964810015
1
$ 25.68
964810016
1
$ 25.68
964810017
1
$ 25.68
964810018
1
$ 25.68
964810019
1
$ 25.68
964810020
1
$ 25.68
964810021
1
$ 25.68
964810022
1
$ 25.68
964810023
1
$ 25.68
964810024
1
$ 25.68
964811001
1
$ 25.68
964811002
1
$ 25.68
.•
964811003
1
$ 25.68
964811004
1
$ 25.68
964811005
1
$ 25.68
964811006
1
$ 25.68
964811007
1
$ 25.68
964811008
1
$ 25.68
964811009
1
$ 25.68
964811010
1
$ 25.68
964811011
1
$ 25.68
964820001
1
$ 25.68
964820002
1
$ 25.68
964820003
1
$ 25.68
964820004
1
$ 25.68
964820005
1
$ 25.68
964820006
1
$ 25.68
964820007
1
$ 25.68
964820008
1
$ 25.68
964820009
1
$ 25.68
964820010
1
$ 25.68
964820011
1
$ 25.68
964820012
1
$ 25.68
964820013
1
$ 25.68
964820014
1
$ 25.68
964821001
1
$ 25.68
964821002
1
$ 25.68
964821003
1
$ 25.68
964821004
1
$ 25.68
964821005
1
$ 25.68
964821006
1
$ 25.68
964821007
1
$ 25.68
964821008
1
$ 25.68
964821009
1
$ 25.68
964821010
1
$ 25.68
964821011
1
$ 25.68
964821012
1
$ 25.68
964821013
1
$ 25.68
964830001
1
$ 25.68
964830002
1
$ 25.68
964830003
1
$ 25.68
964830004
1
$ 25.68
964830005
1
$ 25.68
964830006
1
$ 25.68
964830007
1
$ 25.68
964830008
1
$ 25.68
964830009
1
$ 25.68
.•
964830010 1
$ 25.68
964830011
1
$ 25.68
964830012
1
$ 25.68
964830013
1
$ 25.68
964830014
1
$ 25.68
964830015
1
$ 25.68
964830016
1
$ 25.68
964830017
1
$ 25.68
964830018
1
$ 25.68
964830019
1
$ 25.68
964830020
1
$ 25.68
964830021
1
$ 25.68
964830022
1
$ 25.68
964830023
1
$ 25.68
964831001
1
$ 25.68
964831002
1
$ 25.68
964831003
1
$ 25.68
964831004
1
$ 25.68
964831005
1
$ 25.68
964831006
1
$ 25.68
964831007
1
$ 25.68
964831008
1
$ 25.68
964831009
1
$ 25.68
964831010
1
$ 25.68
964831011
1
$ 25.68
964831012
1
$ 25.68
964831013
1
$ 25.68
964831014
1
$ 25.68
964831015
1
$ 25.68
964840001
1
$ 25.68
964840002
1
$ 25.68
964840003
1
$ 25.68
964841001
1
$ 25.68
964841002
1
$ 25.68
964841003
1
$ 25.68
964841004
1
$ 25.68
964841005
1
$ 25.68
964841006
1
$ 25.68
964841007
1
$ 25.68
964841008
1
$ 25.68
964841009
1
$ 25.68
964841010
1
$ 25.68
964841011
1
$ 25.68
964841012
1
$ 25.68
964841013
1
$ 25.68
.•
964841014
1
$ 25.68
964841015
1
$ 25.68
964842001
1
$ 25.68
964842002
1
$ 25.68
964842003
1
$ 25.68
964842004
1
$ 25.68
964842005
1
$ 25.68
964843001
1
$ 25.68
964843002
1
$ 25.68
964843003
1
$ 25.68
964843004
1
$ 25.68
964843005
1
$ 25.68
964843006
1
$ 25.68
964843007
1
$ 25.68
964843008
1
$ 25.68
964843009
1
$ 25.68
964843010
1
$ 25.68
964843011
1
$ 25.68
964843012
1
$ 25.68
964850001
1
$ 25.68
964850002
1
$ 25.68
964850003
1
$ 25.68
964850004
1
$ 25.68
964850005
1
$ 25.68
964850006
1
$ 25.68
964850007
1
$ 25.68
964850008
1
$ 25.68
964850009
1
$ 25.68
964850010
1
$ 25.68
964850011
1
$ 25.68
964850012
1
$ 25.68
964850013
1
$ 25.68
964850014
1
$ 25.68
964850015
1
$ 25.68
964850016
1
$ 25.68
964850017
1
$ 25.68
964850018
1
$ 25.68
964850019
1
$ 25.68
964850020
1
$ 25.68
964850021
1
$ 25.68
964850022
1
$ 25.68
964850023
1
$ 25.68
964850024
1
$ 25.68
964851001
1
$ 25.68
964851002
1
$ 25.68
.•
964851003
1
$ 25.68
964851004
1
$ 25.68
964851005
1
$ 25.68
964851006
1
$ 25.68
964851007
1
$ 25.68
964851008
1
$ 25.68
964852001
1
$ 25.68
964852002
1
$ 25.68
964852003
1
$ 25.68
964852004
1
$ 25.68
964852005
1
$ 25.68
964852006
1
$ 25.68
964852007
1
$ 25.68
964860001
1
$ 25.68
964860002
1
$ 25.68
964860003
1
$ 25.68
964860004
1
$ 25.68
964860005
1
$ 25.68
964860006
1
$ 25.68
964860007
1
$ 25.68
964860008
1
$ 25.68
964870001
1
$ 25.68
964870002
1
$ 25.68
964870003
1
$ 25.68
964870004
1
$ 25.68
964870005
1
$ 25.68
964870006
1
$ 25.68
964870007
1
$ 25.68
964870008
1
$ 25.68
964880001
1
$ 25.68
964880002
1
$ 25.68
964880003
1
$ 25.68
964880004
1
$ 25.68
964880005
1
$ 25.68
964880006
1
$ 25.68
964880007
1
$ 25.68
964880008
1
$ 25.68
964880009
1
$ 25.68
964880010
1
$ 25.68
964880011
1
$ 25.68
964880012
1
$ 25.68
964880013
1
$ 25.68
964880014
1
$ 25.68
964880015
1
$ 25.68
964880016
1
$ 25.68
.•
964880017
1
$ 25.68
964880018
1
$ 25.68
964880019
1
$ 25.68
964880020
1
$ 25.68
964880021
1
$ 25.68
964880022
1
$ 25.68
964880023
1
$ 25.68
964880024
1
$ 25.68
964880025
1
$ 25.68
964880026
1
$ 25.68
964880027
1
$ 25.68
964880028
1
$ 25.68
964880029
1
$ 25.68
964880030
1
$ 25.68
964880031
1
$ 25.68
964880032
1
$ 25.68
964880033
1
$ 25.68
964880034
1
$ 25.68
964880035
1
$ 25.68
964880036
1
$ 25.68
964880037
1
$ 25.68
964880038
1
$ 25.68
964881001
1
$ 25.68
964881002
1
$ 25.68
964881003
1
$ 25.68
964881004
1
$ 25.68
964881005
1
$ 25.68
964881006
1
$ 25.68
964881007
1
$ 25.68
964881008
1
$ 25.68
964881009
1
$ 25.68
964881010
1
$ 25.68
964881011
1
$ 25.68
964881012
1
$ 25.68
964881013
1
$ 25.68
964881014
1
$ 25.68
964881015
1
$ 25.68
964890001
1
$ 25.68
964890002
1
$ 25.68
964890003
1
$ 25.68
964890004
1
$ 25.68
964890005
1
$ 25.68
964890006
1
$ 25.68
964890007
1
$ 25.68
964890008
1
$ 25.68
.•
964890009
1
$ 25.68
964890010
1
$ 25.68
964890011
1
$ 25.68
964890012
1
$ 25.68
964891001
1
$ 25.68
964891002
1
$ 25.68
964891003
1
$ 25.68
964891004
1
$ 25.68
964891005
1
$ 25.68
964891006
1
$ 25.68
964891007
1
$ 25.68
964891008
1
$ 25.68
964891009
1
$ 25.68
964891010
1
$ 25.68
964891011
1
$ 25.68
964891012
1
$ 25.68
964891013
1
$ 25.68
964891014
1
$ 25.68
964891015
1
$ 25.68
964891016
1
$ 25.68
964891017
1
$ 25.68
964891018
1
$ 25.68
964891019
1
$ 25.68
964892001
1
$ 25.68
964892002
1
$ 25.68
964892003
1
$ 25.68
964892004
1
$ 25.68
964892005
1
$ 25.68
964900001
1
$ 25.68
964900002
1
$ 25.68
964901001
1
$ 25.68
964901002
1
$ 25.68
964901003
1
$ 25.68
964901004
1
$ 25.68
964901005
1
$ 25.68
964901006
1
$ 25.68
964901007
1
$ 25.68
964901008
1
$ 25.68
964901009
1
$ 25.68
964901010
1
$ 25.68
964901011
1
$ 25.68
964901012
1
$ 25.68
964901013
1
$ 25.68
964901014
1
$ 25.68
964901015
1
$ 25.68
APPENDIX B
Annexation Boundary Map
Webb
MUNICIPAL FINANCE
Q
O
2
y
W
0
Q
a
z
w
O
LL
(7 J
z Q
H �U
2 UW
O O
J H W
NH
W p�
W W W N
yQUW
p
Q p W
W m }
pz~-
Fn OZLL
WX�O
mZOZ
U
;QQO
w �Q
J U J
W w
U �U
H W
w w
U) F--
LL
O
H
U
aw
J
Q
} � U
y
0 O
z z_F
O v0
m z
z w
O z
J
Q J
x w
w U
C Q a
� IJ
0
z Y
W a
o]
co¢a
wF
oa
(00)
z —�
RESOLUTION NO. CSD 2022-
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE
TEMECULA COMMUNITY SERVICES DISTRICT OF THE
CITY OF TEMECULA, INITIATING PROCEEDINGS TO
ANNEX PROPERTY TO SERVICE LEVEL B FOR FISCAL
YEAR 2023-24
WHEREAS, the Board of Directors (the "Board") of the Temecula Community Services
District (the "District") of the City of Temecula desires to undertake proceedings pursuant to the
provisions of the Landscape and Lighting Act of 1972, Part 2, Division 15 of the California Streets
and Highways Code (commencing with Section 22500) (hereafter referred to as the "Act"), to
annex certain property, to Service Level B of the District (the "Assessment District") for the
purpose of funding Residential Street Lighting; and
WHEREAS, the Board of Directors has retained Webb Municipal Finance, LLC. for the
purpose of preparing and filing the Engineer's Report and assisting in the public hearing and
formation process of the proposed annexation.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED by the Board
of Directors of the Temecula Community Services District of the City of Temecula, California as
follows:
Section 1. Recitals
That the Recitals set forth above are true and correct.
Section 2. Engineer's Report
The Board of Directors hereby orders Webb Municipal Finance, LLC. to prepare and file
with the Clerk of the Board the Engineer's Report (the "Report") concerning the annexation of
property, to the Assessment District in accordance with the Act and the laws of the State of
California.
Section 3. Improvements
The improvements shall include the maintenance and servicing of residential street lighting.
Section 4. Severability
That the Board of Directors declares that, should any provision, section, paragraph,
sentence or word of this Resolution be rendered or declared invalid by any final court action in a
court of competent jurisdiction or by reason of any preemptive legislation, the remaining
provisions, sections, paragraphs, sentences or words of the Resolution as hereby adopted shall
remain in full force and effect
Section 5. Effective Date
That this Resolution shall take effect upon its adoption.
Section 6. Certification
That the Clerk of the Board shall certify as to the adoption of this Resolution and shall
cause the same to be processed in the manner required by law.
PASSED, APPROVED, AND ADOPTED by the Board of Directors of the Temecula
Community Services District of the City of Temecula this 29th day of November, 2022.
James Stewart, President
ATTEST:
Randi Johl, Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, Secretary of the Temecula Community Services District of the City of
Temecula, do hereby certify that the foregoing Resolution No. CSD 2022- was duly and
regularly adopted by the Board of Directors of the Temecula Community Services District of the
City of Temecula at a meeting thereof held on the 291h day of November, 2022, by the following
vote:
AYES: BOARD MEMBERS:
NOES: BOARD MEMBERS:
UIWIIKWQ:••'b a U: :_
ABSENT: BOARD MEMBERS:
Randi Johl, Secretary
3
Item No. 13
THE SUCCESSOR AGENCY
TO THE TEMECULA REDEVELOPMENT AGENCY
AGENDA REPORT
TO: Executive Director/Board of Directors
FROM: Jennifer Hennessy, Director of Finance
DATE: November 29, 2022
SUBJECT: Approve Financial Statements for the 4th Quarter Ended June 30, 2022
PREPARED BY: Jennifer Hennessy, Director of Finance
RECOMMENDATION: That the Board of Directors:
1. Receive and file the financial statements for the 4th quarter ended June 30, 2022, and
2. Approve the following Fiscal Year 2021-22 appropriations:
a. SARDA Operating Transfer Out to the Affordable Housing Fund $250,000
b. SARDA Contributions to City (Las Haciendas CIP) $7,166,608
Appropriations were included in the Fiscal Year 2021-22 Budget, but were erroneously excluded
from the budget entry into the City's Financial System.
BACKGROUND: The attached Financial Statements reflect the unaudited activity of
the Successor Agency to the Temecula Redevelopment Agency for the 4th Quarter Ended June 30,
2022.
FISCAL IMPACT:
None
ATTACHMENTS: SARDA Fund Summary
AMA
\� a`
C7""� 1 1
The Heart of Southern California
Wine Country
FUND: 380 - SARDA DEBT SERVICE FUND
City of Temecula
Fiscal Year 2021-22
Quarterly Budget Report
2021-22
Year to Date
2021-22 Q4
% Change
2020-21
Current
Actuals
Revised
Requested
from Current
Description
Actuals
Budget
6-30-2022
Budget
Adjustments
Budget
Revenues by Source
Taxes and Franchises
Redevelopment Property Tax Fund Distribution
0
6,151,844
0
6,151,844
0
0.0%
Use of Money and Property
Investment Interest
4,547
6,800
11,926
6,800
0
0.0%
Operating Transfers In
Operating Transfers In
6,138,386
0
9,636,926
0
0
0.0%
Total Revenues and Other Sources
6,142,933
6,158,644
9,648,852
6,158,644
0
0.0%
Expenditures by Category
Operations & Maintenance
1,571,543
306,172
1,571,207
306,172
0
0.0%
Debt Service - Principal
0
2,445,000
0
2,445,000
0
0.0%
Debt Service - Interest
3,152,481
3,152,481
3,070,844
3,152,481
0
0.0%
Transfers
250,000
0
7,416,607
7,416,608
7,416,608
100.0%
Total Expenditures and Other Financing Uses
4,974,024
5,903,653
12,058,657
13,320,261
7,416,608
125.63%
Excess of Revenues Over (Under) Expenditures
1,168,909
254,991
(2,409,805)
(7,161,617)
(7,416,608)
-2,908.57%
Fund Balance, Beginning of Year
(34,951,786)
(33,782,877)
(33,782,877)
(33,782,877)
Fund Balance, End of Year
(33,782,877)
(33,527,886)
(36,192,682)
(40,944,494)
Fund Description
The Successor Agency to the Redevelopment Agency (SARDA) Debt Service Fund was established to account for payment obligations of
the Successor Agency as a result of the State's dissolution of Redevelopment Agencies. This is a private -purpose trust fund that is used to
account for resources held and administered by the SARDA acting in a fiduciary capacity for other governments.
Item No. 14
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: November 29, 2022
SUBJECT: Approve Amendment to the Old Town Specific Plan to Revise Certain
Development Standards and Land Use Standards
PREPARED BY: Eric Jones, Associate Planner
RECOMMENDATION: That the City Council adopt resolutions entitled:
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING ADDENDUM NO. 2 TO THE OLD
TOWN SPECIFIC PLAN PROGRAM ENVIRONMENTAL
IMPACT REPORT (SCH NO.2009071049)
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING AMENDMENT NO. 10 TO THE
OLD TOWN SPECIFIC PLAN (SP-5) (LONG RANGE PROJECT
NO. LR21-0279)
BACKGROUND: On May 25, 2010, the City Council adopted Ordinance 10-09 to
approve a comprehensive amendment to the Old Town Specific Plan (OTSP). This specific plan
amendment utilized form -based zoning to establish standards for building placement, building
form, and building type to facilitate pedestrian friendly development, and emphasized
implementation of these standards over specific land uses. While land uses are addressed in the
Specific Plan, more emphasis was placed on the form -based development standards considering
that specific uses will come and go over the life of the building, and if the appropriate types of
buildings for a pedestrian oriented downtown were developed within Old Town, the appropriate
types of land uses would also occur as a result.
Since the adoption of the 2010 Specific Plan Amendment, staff has had the opportunity to
implement the plan on a variety of projects. These projects have ranged from simple land use
determinations to complex development plan applications. Staff has also received feedback from
applicants regarding their experiences working with the Specific Plan. Staff s implementation of
the plan, as well as the candid dialogue with applicants, have provided an opportunity to discover
areas of the document that require amendment. Staff has identified nine amendments that will
allow for refinement of the document. The amendments consist of simple clerical revisions as well
as land use and development standard revisions that will provide greater flexibility for the
development community and staff when working with the OTSP. A discussion of each amendment
is below:
1. Revise maximum building height standards for three and four-story buildings in the
Downtown Core from fifty feet to fifty-five feet: Applicants have expressed concern that
the new California Mechanical and Energy Codes make it difficult to fit equipment such
as ducting between floors in structures that have a maximum height of fifty feet. City
building inspection staff have validated this concern. The extra five feet of height proposed
will allow applicants greater flexibility when designing their projects.
2. Create Raised Commercial Porch Frontage Type: The OTSP currently contains a
variety of building frontage types for applicants to choose from. The addition of a Raised
Commercial Front Porch Frontage Type will allow structures to incorporate a two -foot -
high raised porch. This height is ideal for applicants that wish to incorporate outdoor dining
space in their building design.
3. Revise commercial ground floor facade standards: The OTSP currently prohibits
aluminum shop front material and spandrel panels across the bulkhead only. The bulkhead
is the area of the building typically found between the finished grade and first floor shop
windows. The proposed amendment will prohibit these materials across the entire ground
floor facade and not just the bulkhead.
4. Revise parking structure setback standards: The OTSP currently states that parking
areas (including structures) shall be placed at least twenty -feet (preferably 50-feet) behind
the build -to -line. The specific plan includes a footnote stating that this requirement shall
apply to all stories. The amendment will revise the specific plan to state that parking
structure levels above the ground floor can be built to the build -to -line. This will increase
the amount of square footage available for parking.
5. Revise architectural guidelines to clarify the need for varied rooflines and create
standards for fencing in Old Town not associated with dining uses: The OTSP language
will be amended to ensure building facades that exceed fifty feet incorporate varied
rooflines in their design. This requirement is consistent with the City of Temecula Design
Guidelines and will help create visual interest for structures.
Requirements for fencing not associated with dining uses will be added. The new
requirements will be consistent with the existing OTSP fencing requirements for fencing
associated with dining. Chain link will be added to the list of prohibited materials.
6. Revise non -conforming use language for Neighborhood Residential and Limited
Mixed -Use Zones: The OTSP currently states that single-family homes within the
Neighborhood Residential Zone are not subject to Section III.G (Non -Conforming Uses
and Structures). Single-family homes within the Residential/Limited Mixed Use (R/LMU)
zone should have also been included in this section but were not. The amendment will
ensure these homes are now included.
7. Revise alley requirements to clarify utility locations: The OTSP includes provisions to
ensure utility equipment is placed within an alley when one exists. The amendment will
revise this language to also ensure the equipment is placed underground in an alley unless
proven unfeasible by the utility provider.
8. Amend the Use Matrix to allow beer tasting, escape rooms, entertainment, and
restaurant definitions. The nightclub category will be removed from the Use Matrix:
The Use Matrix will be revised to include beer tasting and escape rooms. These uses will
require the approval of a Conditional Use Permit (CUP). The amendment will also include
the recently approved entertainment license as well as restaurant definitions. Nightclubs
will also be removed from the Use Matrix since these uses will now be categorized under
the entertainment license provisions.
9. Revise language related to Bed and Breakfast establishments: Currently, the OTSP
does not require a minimum lot size or that the primary residence be the principle use of
the site. The City of Temecula Municipal Code requires that Bed and Breakfast
establishments be developed on a minimum lot size of sixty thousand square feet. The Code
also requires that the primary residence be the principal use of the site. The City desires
consistency between the OTSP and Municipal Code. The amendment will revise the
language to ensure that bed and breakfast establishments in Old Town are fully consistent
with the Municipal Code.
These amendments were heard by the Planning Commission at a regularly scheduled public
meetings on October 19, 2022. The Planning Commission voted unanimously to recommend City
Council approval.
ENVIRONMENTAL: In accordance with the California Environmental Quality Act
(CEQA), the proposed Specific Plan amendment will not have a significant impact upon the
environment based on a completed EIR Addendum (No. 2). As a result, the City Council will take
action on a recommendation to adopt an EIR Addendum in compliance with CEQA Section 15164.
FISCAL IMPACT: None
ATTACHMENTS: 1. Aerial Map
2. City Council Resolution — EIR Addendum
3. Exhibit A — EIR Addendum
4. City Council Resolution — Specific Plan Amendment
5. Exhibit A — Specific Plan Amendment (Underline/Strikeout)
6. Planning Commission Resolution No. 2022-32 — EIR Addendum
7. Planning Commission Resolution No. 2022-33 — Specific Plan
Amendment
8. 10/19/202 Planning Commission Staff Report
9. Notice of Public Hearing
10. Draft Notice of Determination with County Clerk
CITY OF TEMECULA LR21-0279
1 inch = 500 feet 1:6,000
0 200 400 800 Feet � _ -N
Date Created: 10/26/2022 The Heart of Southern California
Wine Country
The map LR21-0279.mxd is maintained by City of Temecula GIS. Data and information represented on this map are subject to update
and modification. The City of Temecula assumes no warranty or legal responsibility for the information contained on this
map. This map is not for reprint or resale. Visit the City of Temecula GIS online at hftps://temerulaca.gov/gis
RESOLUTION NO.2022-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA APPROVING ADDENDUM NO. 2 TO THE
OLD TOWN SPECIFIC PLAN PROGRAM
ENVIRONMENTAL IMPACT REPORT (SCH NO.
2009071049)
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS
FOLLOWS:
Section 1. Procedural Findings. The City Council does hereby find, determine and
declare that:
A. In May 2010, the City Council of the City of Temecula approved a comprehensive
amendment to the Old Town Specific Plan ("Specific Plan"). At that time, the City certified a Final
Program Environmental Impact Report, State Clearing House No. 2009071049 ("EIR"), to comply
with the requirements of the California Environmental Quality Act ("CEQA") for approval of the
Specific Plan Amendment.
B. Addendum No. 1 to the Old Town Specific Plan Final Program Environmental
Impact Report was adopted May 26, 2020.
C. The Specific Plan provides standards and guidelines for development. Amendment
N. 10 to the Specific Plan would update and modify those standards to allow for revisions to certain
development and land use standards.
D. Addendum No. 2 to the Old Town Specific Plan Final Program Environmental
Impact Report, addresses potential environmental impacts that might result from the Specific Plan
Amendment.
E. The City has caused an Addendum No. 2 ("Addendum") to be prepared for the
Specific Plan Amendment in accordance with Section 15164 of the CEQA Guidelines because the
Specific Plan Amendment does not require the preparation of a new or Supplemental
Environmental Impact Report pursuant to CEQA Guidelines section 15164.
F. An Addendum need not be circulated for public review but is attached to the Final
EIR in accordance with CEQA Guidelines Section 15164.
G. The City Council has reviewed and considered the Addendum No. 2 in conjunction
with the Program EIR.
H. On October 19, 2022, the Planning Commission of the City of Temecula held a
duly noticed public hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final
Program Environmental Impact Report and proposed Amendment No. 10 to the Old Town Specific
Plan (SP-5) at which time all persons interested in these actions had the opportunity and did address
the Planning Commission.
I. After hearing all written and oral testimony on the proposed actions and duly
considering the comments, the Planning Commission adopted Resolution No. 2022-32
recommending to the City Council that Addendum No 2 to the Old Town Final Program
Environmental Impact Report be approved. The Planning Commission also adopted Resolution
No. 2022-33 recommending to the City Council that the proposed Amendment No 10 to the Old
Town Specific Plan (SP-5) be approved. Resolution No. 2022-32 and Resolution No. 2022-33 are
hereby incorporated herein by this reference as if set forth in full.
J. On November 29, 2022, the City Council of the City of Temecula held a duly
noticed public hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final
Program Environmental Impact Report and the proposed Amendment No.10 to the Old Town
Specific Plan (SP-5) at which time all persons interested in the Project had the opportunity and
address the City Council.
K. The City Council has reviewed the findings made in this Resolution and finds that
they are based upon substantial evidence that has been presented to the City Council in the record
of proceedings. The documents, staff report, and other materials that constitute the record of
proceedings on which this Resolution is based are on file and available for public examination on
the City's website at www.TemeculaCA.gov. The City Council has independently reviewed and
considered the contents of Addendum No. 2 prior to deciding whether to approve the Specific Plan
Amendment.
Section 2. Further Findings. Consistent with CEQA Guidelines Section 15164, the
City Council finds and determines that Addendum No. 2 is the appropriate environmental
document to analyze the proposed Amendment No. 10 to the Specific Plan ("Amendment")
because:
A. Some changes or additions to the Program EIR are necessary, but none of the
conditions described in State CEQA Guidelines Section 15162 calling for the preparation of a
subsequent EIR have occurred.
B. There are no substantial changes proposed by the Amendment that will require
major revisions of the previous Program EIR due to the involvement of new significant
environmental effects or a substantial increase in the severity of previously identified significant
effects;
C. No substantial changes have occurred with respect to the circumstances under
which the Amendment are undertaken that will require major revisions of the previous Program
EIR due to the involvement of new significant environmental effects or a substantial increase in
the severity of previously identified significant effects; and
D. There is no new information of substantial importance, which was not known and
could not have been known with the exercise of reasonable diligence at the time the previous
N
Program EIR was adopted or Addendum No. 1 was adopted, showing that: (a) the Amendment
will have one or more significant effects not discussed in the Program EIR; (b) there are significant
effects previously examined that will be substantially more severe than shown in the Program EIR;
(c) there are mitigation measures or alternatives previously found not to feasible would in fact be
feasible and would substantially reduce one or more significant effects of the project, but the City
declines to adopt the mitigation measures or alternative; or (d) mitigation measures or alternatives
which are considerably different from those analyzed in the Program EIR would substantially
reduce one or more significant effects on the environment, but the City declines to adopt the
mitigation measure or alternative.
Section 3. The City Council hereby adopts Addendum No. 2 which is attached hereto
as Exhibit "A" and incorporated herein by this reference.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this 29th day of November, 2022.
ATTEST:
Randi Johl, City Clerk
[SEAL]
Matt Rahn, Mayor
3
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing
Resolution No. 2022- was duly and regularly adopted by the City Council of the City of
Temecula at a meeting thereof held on the 29th day of November, 2022, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
Randi Johl, City Clerk
ADDENDUM NO. 2 TO OLD TOWN SPECIFIC PLAN ENVIRONMENTAL
IMPACT REPORT (SCH# 2009071049)
Prepared by the City of Temecula
In its capacity as a Lead Agency
PROJECT TITLE: Old Town Specific Plan Amendment #10 (LR21-0279)
PROJECT APPLICANT: City of Temecula
PROJECT DESCRIPTION: Planning Application No. LR21-0279, an amendment to the Old Town
Specific Plan to revise certain development standards and land use standards. Proposed amendments
include:
1. Revise maximum building height standards for three and four-story buildings in the Downtown
Core district from 50 feet to 55 feet;
2. Add provisions to allow for raised outdoor patios (24-inch height) for commercial structures;
3. Revise commercial ground floor fagade standards to prohibit the use of aluminum shop front or
spandrel panels;
4. Clarify existing parking structure setback language so that it applies to all parking structure
stories;
5. Revise architectural guidelines to clarify varied roofline and fencing language;
6. Revise non -conforming use language for Residential and Limited Mixed -Use Zones so that it is
consistent with existing language in the specific plan;
7. Revise alley requirements to clarify utility locations, trash service, and deliveries requirements;
8. Amend Use Matrix to allow beer tasting, escape rooms, and Entertainment Licenses;
9. Clarify existing language related to bed and breakfast establishments for consistency with the
City of Temecula Municipal Code.
PURPOSE: This addendum to the Environmental Impact Report is being prepared pursuant to
CEQA Guidelines Section 15164 which allows for a lead agency to prepare an addendum to a
previously adopted Environmental Impact Report. Specifically, CEQA Guidelines Section
15164(b) provides that an addendum to an adopted Environmental Impact Report may be
prepared if only minor technical changes or additions are necessary or none of the conditions
described in Section 15162 calling for the preparation of a subsequent Environmental Impact
Report have occurred.
Pursuant to CEQA Guidelines Section 15162, no subsequent Environmental Impact Report shall
be prepared for the project unless, on a basis of substantial evidence in light of the whole record,
one or more of the following is determined:
1. Substantial changes are proposed in the project that will require major revisions of the
previous Environmental Impact Report due to the involvement of new, significant
environmental effects or a substantial increase in the severity of previously identified
significant effects;
Old Town Specific Plan Amendment No. 10 (LR21-0279)
Addendum to Initial Environmental Study
2. Substantial changes occur with respect to the circumstances under which the project is
undertaken which will require major revisions of the Environmental Impact Report due to
the involvement of new significant environmental effects or a substantial increase in the
severity of previously identified significant effects; or
3. New information of substantial importance identifies one or more significant effects not
discussed in the previous Environmental Impact Report.
FINDINGS CONCERNING ENVIRONMENTAL IMPACTS OF THE PROJECT:
In accordance with the California Environmental Quality Act (CEQA), the environmental impacts
of the original project were studied in a Final Program Environmental Impact Report ("FPEIR")
(SCH# 2009071049) that was certified on May 11, 2010 and in a subsequent addenda prepared
in May 26, 2020 which is now final. In compliance with CEQA Guidelines Section 15164 an
Addendum to the EIR has been prepared which concludes that the proposed amendment to the
Specific Plan which includes: Provisions to allow for raised outdoor patios (24-inch height) for
commercial structures, revise commercial ground floor fagade standards to prohibit the use of
aluminum shop front or spandrel panels, clarify existing parking structure setback language so that it
applies to all parking structure stories, revise architectural guidelines to clarify varied roofline and
fencing language, revise non -conforming use language for Residential and Limited Mixed -Use Zones
so that it is consistent with existing language in the specific plan, revise alley requirements to clarify
utility locations, trash service, and deliveries requirements, amend Use Matrix to allow beer tasting,
escape rooms, and Entertainment Licenses, and clarify existing language related to bed and breakfast
establishments do not result in any new or greater environmental impacts than were previously
analyzed, disclosed, and mitigated and no further environmental review is necessary. None of
the circumstances in CEQA Guidelines Section 15162 exist to require any additional
environmental review and no further documentation is necessary with the exception of aesthetics
due to increased building height.
The project includes a revision to the maximum building height standards for three and four-story
buildings in the Downtown Core District from 50 feet to 55 feet. An analysis of how this increase will
impact aesthetics in the project area is below:
AESTHETICS. Would the project:
Less Than
Potentially
Significant With
Less Than
Issues and Supporting Information Sources
Significant
Mitigation
Significant
No
Impact
Incorporated
Impact
Impact
a
Have a substantial adverse effect on a scenic vista?
X
b
Substantially damage scenic resources, including, but
X
not limited to, trees, rock outcroppings, and historic
buildings within a state scenic highway?
c
Substantially degrade the existing visual character or
X
quality of the site and its surroundings?
d
Create a new source of substantial light or glare
X
which would adversely affect day or nighttime views
in the area?
Comments:
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Old Town Specific Plan Amendment No. 10 (LR21-0279)
Addendum to Initial Environmental Study
1.a., b. According to the City of Temecula General Plan Community Design Element, the Old
Town Specific Plan (OTSP) area is not identified has having any scenic vistas. In addition, the
OTSP does not identify any scenic resources that include, but are not limited to, trees, rock
outcroppings, or historic buildings within a State scenic highway. Furthermore, there are no State
scenic highways identified within the project area. No impacts are anticipated.
1.c., d. A height increase from 50' to 55' for three and four-story structures will be permitted within
the Downtown Core District of the OTSP as a result of the project. This district already allows for
100' hotel structures within the Hotel Overlay. Thus, the visual character of the district has already
been analyzed with the incorporation of buildings that will be substantially taller than what is
proposed. This is also true with how these 100' buildings will generate light, glare, and impact to
day and nighttime views. The project will not allow buildings that are taller than the previously
analyzed 100' height. Therefore, the project will not substantially degrade the existing visual
character or quality of the project site or its surroundings nor will it adversely impact day or
nighttime views in the area beyond what has already been analyzed.
M
Title:
Date:
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RESOLUTION NO.2022-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA APPROVING AMENDMENT NO. 10 TO
THE OLD TOWN SPECIFIC PLAN (SP-5) (LONG RANGE
PROJECT NO. LR21-0279)
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS
FOLLOWS:
Section 1. Procedural Findings. The City Council does hereby find, determine, and
declare that:
A. The Old Town Specific Plan (SP-5) was approved by the City Council on February
22, 1994, by the adoption of Ordinance No. 94-05. Amendment No. 1 to the Old Town Specific
Plan (SP-5) was approved on January 23, 1996, by the adoption of Ordinance No. 96-01.
Amendment No. 2 to the Old Town Specific Plan (SP-5) was approved on May 13, 1997, by the
adoption of Ordinance No. 97-06. Amendment No. 3 to the Old Town Specific Plan (SP-5) was
approved on July 13, 1999, by the adoption of Ordinance No. 99-12. Amendment No. 4 to the Old
Town Specific Plan (SP-5) was approved on October 10, 2000, by the adoption of Ordinance No.
00-11. Amendment No. 5 to the Old Town Specific Plan (SP-5) was approved on August 24, 2004,
by the adoption of Ordinance No. 04-08. Amendment No. 6 to the Old Town Specific Plan (SP-5)
was approved on June 13, 2006, by the adoption of Ordinance No. 06-07. Amendment No. 7 to
the Old Town Specific Plan (SP-5) was approved on May 25, 2010, by the adoption of Ordinance
No. 10-09. Amendment No. 8 to the Old Town Specific Plan (SP-5) was approved on September
5, 2017, by the adoption of Resolution No. 17.56. Amendment No. 9 to the Old Town Specific
Plan (SP-5) was approved May 26, 2020, by the adoption of Resolution No. 2020-32. The Old
Town Specific Plan as originally approved and as amended by Amendments Nos. 1-9 shall be
referred to in this Resolution as the "Specific Plan".
B. The City Council of the City of Temecula certified the Old Town Specific Plan
Final Program Environmental Impact report ("FPEIR") on May 11, 2010.
C. Addendum No. 1 to the Old Town Specific Plan FPEIR was adopted on May 26,
2020.
D. Staff initiated Long Range Project No. LR21-0279, a Specific Plan Amendment, in
a manner in accord with the City of Temecula General Plan and development Code.
E. The project was processed including, but not limited to a public notice, in the time
and manner prescribed by State and local law.
F. On October 19, 2022, the Planning Commission of the City of Temecula held a
duly noticed public hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final
Program Environmental Impact report and proposed Amendment No. 10 to the Old Town Specific
(SP-5) at which time all persons interested in these actions had the opportunity and did address the
Planning Commission.
G. After hearing all written and oral testimony by staff and all written comments from
the public on the proposed actions and duly considered the comments received, the Planning
Commission Adopted Resolution No. 2022-32 recommending to the City Council that the
Addendum No. 2 to the Old Town Specific Plan Final Program Environmental Impact report be
approved. The Planning Commission also adopted Resolution No. 2022-33 recommending to the
City Council that the proposed Amendment No. 10 to the Old Town Specific Plan (SP-5) be
approved. Resolution No. 2023-32 and Resolution No. 2023-33 are hereby incorporated herein by
this reference as if set forth in full.
H. All legal preconditions to the adoption of the Resolution have occurred.
Section 2. Further Findings. The City Council, in approving Amendment No. 10 to the
Old Town Specific Plan (SP-5) hereby finds, determines and declares that:
A. The proposed Specific Plan Amendment is consistent with the General Plan and
Development Code.
The proposed Specific Plan Amendment conforms to the existing policies within the City of
Temecula General Plan. The General Plan Land Use Element, as noted on page LU-26,
anticipates that the City will provide comprehensive planning of large areas and identifies
the Old Town Specific Plan as a specific plan area. The proposed Specific Plan Amendment
is consistent with the General Plan Land Use Element Goal 7 of having "A viable, high
quality Old Town Temecula area that enhances the City economically, preserves historic
structures, and provides civic, cultural, shopping, and meeting and gathering places for
tourists and residents. " The proposed Specific Plan Amendment also complies with all
applicable Development Code standards required for Specific Plan amendments including
Section 17.16.060 (amendments to approved plans) and Section 17.01.040 (relationship to
the General Plan) and is consistent with the City of Temecula General Plan goals, policies
and objectives.
B. The proposed Specific Plan Amendment would not be detrimental to the public
interest, health, safety, convenience or welfare of the City;
The proposed Specific Plan Amendment has been reviewed pursuant to the City s General
Plan and all applicable State laws and has been found to be consistent with the policies,
guidelines, standards and regulations intended to ensure that the development within the
Old Town Specific Plan area will be constructed and function in a manner consistent with
the public health, safety, and welfare.
C. The subject property is physically suitable for the requested land use designations
and the anticipated land use developments.
The Old Town Specific Plan consists of approximately 153 acres. As outlined in the Land
Use Element of the City's General Plan (page LU-32), the purpose of a Specific Plan is to
provide a comprehensive planning document for large areas so that a coordinated
planning approach is provided for all anticipated land use developments. As such, the
entire Specific Plan area has been reviewed based on existing structures and future build
out potential and is physically suitable for the land use designations provided by the
Amended Old Town Specific Plan.
D. The proposed Specific Plan Amendment shall ensure the development of desirable
character which will be compatible with existing and proposed development in the surrounding
neighborhood.
As identified within the City's General Plan Land Use Element (page LU-30), Old Town
Temecula is a strong identification point for the City and the City desires to ensure that
Old Town remains a focal point for social, cultural, civic, tourist, and economic
development activities. The Old Town Specific Plan was originally adopted to support and
complement the desirable character of Temecula's downtown and the proposed
Amendment to the Old Town Specific Plan further supports its downtown character. The
City's General Plan Land Use Element states that the City will continue to implement the
Old Town Specific Plan and will modify or amend it as needed to respond to development
trends in the area (LU-40). As such, the proposed Amendment to the Old Town Specific
Plan provides a means to enhance the area economically while also ensuring the
development of a desirable character compatible with existing and proposed development
in Old Town and the surrounding area.
Section 3. Approval of Amendment No. 10 to the Old Town Specific Plan (SP-5). The
City Council of the City of Temecula hereby approves that certain Amendment No. 10 to the Old
Town Specific Plan (SP-5) in substantially the form attached hereto as Exhibit "A".
Section 4. City Manager Authorization. The City Manager is hereby authorized and
directed to take all steps necessary to implement this Specific Plan Amendment.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this 29th day of November, 2022.
Matt Rahn, Mayor
ATTEST:
Randi Johl, City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing
Resolution No. 2022- was duly and regularly adopted by the City Council of the City of
Temecula at a meeting thereof held on the 29th day of November, 2022, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
Randi Johl, City Clerk
MAW.%*.1DIM W101100-f.%V11ILV2IK ZJII2IQI6 IMPIRINIRM119hUll110M► 4101 32MINS12118111jell 011KI1I�I����M]Rs�M�C�1
A. Allowable Building Types and Building Height
The table below outlines the allowable building types
and building heights m the DcragAown Core and
Downtown Core/Hotel Overlay district_ Additional
standards related to Building Typez are addressed in
Section E of this chapter and shall be applied to all
projects in the Downtown Care and Dotiyntoun
Core. -'Hotel Overlay district- Sections V-B and V.0 of
the Design Guidelines Chapter, also discuss basic
building forms and the architectural character that is
required to reflect the historical context of Old Town
Temecula and shall be applied to all building
constructed in the Downtown Core and Dotiyntoun
Core. -'Hotel Overlay district. The Design Guidelines
contained in Chapter V shall be used in concert - ith the
urban standards contained in this chapter-
1 Building Type and Building Frontage Standards
Bhall be applied as required in Section E and F of
this chapter.
2 Allowable Building Height in the Hotel Overlay is
eight stories equivalent to no more than 100 feet to
allow by right a full service boutique hotel with
food service and conference facilities-
' Buildings adjacent to a designated historic
structure that share a street frontage shall not be
constructed more than one story or 25 feet higher
than the historic structure, m the adjacent 25 feet of
frontage -
Table IV-S;
Allowable Building Types and Building Height in the
Downtown Core and Downtown CorelHotel Overlay District
Allowable Building
Building T�'pe1
Permitted
Not Permitted
Height
niax. feet! stones z,a
Rouhouse
X
------- -- ---
3A 55 feet+n.ax++�um height
iu-4. stories
59 55 fleet maximum heft
in 3 stories; but up to 54 55
feet in four stories all..ed
Courtyard Building
X
when at least one level is
residential. of when one
level is office and parking
is o,�zded-
50 55 feet maximum heTh
in 3 Stones; but up to 4M 55
feet in four stories when at
Commercial B lack
X
least one level is
residential, of when One
level is office and parking
is provided
Detached House
X
NIA
Duplex, Tfi-p1ex, Quad-
N/A
plea
X
Bungalow- Courtyard
X
City of Temecula — Old Town Specific Flan IV-20
IV. LAND USE AND 17RSAN DENTLOP1IIIENT STANDARDS — DOWNTOWN CORE AND DOWNTMAff COREJHOTEL OVERLAY DISTRICT
Figziros IV-6a, b, c. Conceptual sketches of
lypi:G oi!oivaNa buildmg height scernaios in
Me Downtown Core and Downtown Core
HoW Over4a4 District:
Wm
---- ----- --
Elevation at
Finished Grade
of Sidewalk
a. Typical Three -Story Scenario
City of Temecula — Old Town Specific Plan
Elevation at '
Finished Grade
orSidewalk {
b. Typical Four -Story Scenario
e. Typical Eight -Story 5cenarlo==(Hotel)
IV. LAND USE AND i RRAN DEVYID h1ENT STANDARDS - Da1vvNT0'%N'N CORE AI*-DDDRFNTONN-N COREMOTEL OVER .Y DISTRICT
IV-6 d: Conceptual sketch of altowable buileiing hefghr
(typical) ix relatfansh�p to flee fnishedgrade of the side,calk
whe€z tyre buildmg fracades are located an a slope.
55' Finished
Grade at
Sidewalk
Front St.
City of Temecula — Old Town Specific Plan
K� wl . •e at
m �Z=M OR Sidewalk
Finished Grad
at Sidewalk
Mercedes St.
N. LAND USE AND URBAN DEVELOMEENT STANDARDS
F. BUILDING FRONTAGE STANDARDS
This aection identifies the seven frontage types that are
allowed within the Old Torero Specific Plan area_ Each
frontage type is subject to the Urban Standards and
requirements for each zoning district as outlined in
Section IV.D (Urban Standards) of this chapter_ The
frontage t}-pes allowed in Old Town are as follows and
are organized and discussed in more detail in the
following section_
■ Shopfront
■ Arcade
• Gallery
• Taro -Stare Callery
a Forecourt
• Stoop
• Porch
■ Raised Commerci,-1 Parch
Additionally, this sec_:.:t :_i•_ludes a discussion of, and
provides specific requ:ienie=it_ and standards for, all
commercial ground floor facades regardless of frontage
t}Te.
City of Temecula — Old Town Specific Plan
IV. LAND USE AND L7RS dim DEVEIDPl1IENT STANDARDS
h_ Raised Commercial Porch
A Raised Commercial Front Porch type is for
commercial building types that have a raised first floor
porch and entry_ Exterior stairs and a raised porch
provide accesF, to the commercial uses_ The porch
landing is positioned at the build -to -line, and the stairs
and pedestrian pathway to the Porch extend into the
area between the Porch landing and the property line
(the "Frontage Ions"). The exterior stain may be
perpendicular and. -'or parallel to the sidewalk. The Parch
may incorporate all elevation< faciti the public right -of
way- Porch material finish shall be architecturally
compatible with the stractxue_ The elevation of the
Porch shall be no more than 24 inches above the
adj oining sidewalk_
City of Temecula — Old Town Specific Plan
Ii'-9 S
IV. LAND USE AND UREA-Nti DEVELOPA•IENT STANDARDS
2. General Requirements for Commercial Ground
Floor FaVades
Except for historic structures or legal nonconforming HARDWARE Comlce! 2' to T
structures, all commercial ground floor facades, 5ignage
regardless of frontage t}pe, are subject to the fMllonrng
general requirements: Transom
j. A minimum of 75 percent of the ground floor shop 7M Awning
7
front fade shalt be �vindous. 12' floor
C4 CtiffiIlg
ii_ All VaYndoxvs shall be recessed no less than two Display
rninimtun
inches. All ground floor windoi s shall be framed with Windows
molding no less than two inches ~ride. 4
iii. Entry doors may be recessed a maximum of six feet L L Bulkhead
to create an exterior
Door to Doors w/ Glass
iv- Aluminum shop front or spandrel panels are not 2nd floor
permitted materials forte commercial
ground floor facades.
v. Awnings may only- provide shade along the building HARDWARE Cornice/ �� to ��
frontage and shall not corer the entire facade. si age
Transom
12' floor
Figure IV-56a (above) ; =. s 4 .. :.: < :N;:'z:: � <::d to ceiling
Display
above the aiss�:'.r.� �....^e,�s =�, ,:cc���:�.��:.�,� 7.n n]inirllurn
awning. Windows
Figure IV--SEb (bainw): Shopfront fagade simitgr to
above, but without an awning band above Me dupk Bulkhead
windows.
Door to Doors w/ Glass
2nd floor
City of Temecula — Old Town Specific Plan
IV. LAND USE AND URBAN DEVELOPMENT STANDARDS — DOWNTOWN CORE AND DOWNTOR CORE'HOTEL OVERLAY DISTRICT
iii. Allowable Parking Placement
Parking and loading facilities mithL the Dotimtown
Core and DDwutoti,m CoreMotel Orerlav district shall
be placed on the site in accordance mith the following
requirements:
Table IV -a`:
Parking Placement in the Downtown Core and
Downtown Corellgotel Over District icallot
Parlang
Surface parldug,
Subterranean:
Facility-
tuck under
Setback
parking, alley
(behind build-
loaded parldng,
to line):T
structured garage
parkingl, podiums
ar '3
A. Front Yard
20 feet from the
0 feet from
Setback
build -to line along
property line
(primary atreet
the primary street
frontage
frontage; 50 feet is
andior
recommended=
Murrieta
Creek
B. Side Street
20 feet minimum
0 feet from
Setback
from the build -to
property line
(secondary
line along the
street frontage
secondary street
on corner lot)
frontage; 50 feet is
recommended=
C. Side Yard
0 t fr
feeert"
0 ffrom
Setback
ro lineom
roeet • line
D. Rear Yard
f feet from
0 feet from
Setback (no
properti line
property line
all
E. Alley Rear
0 feet from
0 feet from
Yard Setback
property line
property line
Citv of Temecula — Old Towm Specific Plan
Figure IY-4. ALT wable parkin; placement in doe DTC and DTCIHO district f¢r lots without 11 urrieta Creek
frontage.
V
aU
51.1
c�
E
'L
a
Curb
Alley (where occurs)
Side Street
1 All parking structure upper stories may be built to the build -to line.
Parking �,etbzL:ti , apply to the parking level adjacent to the sidewalk_
T,_1_z:l :nd:-.idUzl :.etacnea earzee= are prc-.idev fol- are.- huilv_m- t-.rz
thE; =_l=zl_ "c _•-cated at ie -ear _5 pelcert t11E ':te a_ c_ 3='ee:lEd i1cm
the street.
IV- 1?
IV. LAND USE AND URBAN DEVELOMEENT STANDARDS - DOWNTOWN CORE AND DOWNTOWN COREIHOTEL OVERLAY DISTRICT
Table YV-6:
Parking Placement in the Downtown Care and Downtown
coremotel Overlay pjgtTiGi_ ots with Murrieta Creek
frontage)
Parking Facility
Surface, tuck under,
Subterranean:
Setback
alley loaded,
(behind build -to
structured garage
parkingl, and
line):2
podium parking:3
A. Front Yard
20 feet from the
0 feet from tlae
Setback (pnmzfy
build -to line along
build -to- line
street frontage
the primary street
andior Alumeta.
frontage; 5fl feet is
Creek)
recommended2
B. Side Street
20 feet minimum
0 fleet from the
Setback
from the build -to luxe
build -to- line
(secondary street
a1mg the secondary
frontage on
street frontage; 50
corner lot)
feet is recommeaded2
C. Side Yard
0 feet from property
0 feet from
Setback
line
property line
D. Rear Yard
5 feet from property
0 feet from
Setback (no
line
propert,; litre
all
E. A8L-y Rear
0 feet from propem
0 feet from
Yard Setback
line
property line
hill parking structure upper stories may be built to the build -to line.
2Parking setbacks apply to the parking level adjacent to the sidewalk.
Figure IYa: A Uowable parking placement in the DYC• aml DMHO disiricl far Iots with +idurrieta
Creekfrontage.
—Curb
B
f
Y
01
1"
f �
da
0
I
u D
O%Vhen individual detached garages are provided for any building t= they
shall be located at the rear 25 percent ofthe site and screened Emir the street_
Side Street
Property Line
_ Alley (where occurs) - - — --
City of Temecula — Old Town Specific Plan 1V-18
V. DESIGN GUIDELINES
C. ARCHITECTURAL DESIGN GUIDELINES
The architectural design guidelines for Old Tcau are
organized into four topics: building farm, frontage type,
architectural style, and materials_ While architectural
principles are defined, variety and individual expression
within this framework are encouraged. The community
desires a character of anchitectttre and streetscape
reflecting Temecula Valley's history, natural landscape
and climate.
1. Building Form
By 1930, the buildings on Main Street provided clear
and well-defined edges to the public realm. Tke
building facades were all positioned on the build -to
line„ and the building farms were A=& simple
volumes_ Variety on street edges was created through
the use of various ilcrtaze roes (galleries, arcades,
etc.). Future buildinf_ :n O j Tti "m are encouraged to
reinforce this historic pattem through the _use of simple
and clear building massing, enbvened with various
frontage types. Building facades that exceed 50 linear
feet should incorporate varying architectural expression,
character, and rooflines so a3 to appear to be made up of
carious smaller building facades.
Figure V-26 illustrates some common examples of two,
three and four-story building forms that are encouraged
in Old Town. Tlie hez,,--: dashed line is 'he t-mld-to line
on which the facade :nus, be p:sii:.:rev. -ne :Peaty solid
line is the property line, and the d. _ible thin lines
represent the curb. The 10-foot v6jde public sidewalk
Les between the property line and the curb, and the 10-
foot extension of the sidewalk onto private land lies
betureen the property line and the had -to line_
Galleries, arcades, ammings, canopies, signage, etc. are
located v idLia the 10 faet between the property line and
the facade_
The realm of the streets is the primary puttee asset in
Old Town- The goals fnr this public realm include
clearly defined street edges, architecture with character,
and a lively and interesting pedestrian experience_
While the private needs of tenants are met within the
interior spaces, the public responsibility is to contribute
to a clearly defined street providing a pleasant
pedestrian experience. The fc ,,::-:n= section focuses on
frontage types that may be ccrn'�-,xed with simple
building harms to achieve these goals for the public
realm-
2- Story
3-Story
3 Story + 4th Setback
3-Story + Forecourt
r
r
1
Y
-
r
fy
I fJ r
v 9
Figure V-36. Examples ofperrnitledbuddutgforms irr Old Tow•rr
City of Temecula - Old Town Specific Plan V-19
f Gates that are used in conjunction with the fencing
should be of similar color and material as the fencing
and should incorporate appropriate hardware to meet
Building and Fire code requirements-
g. The construction of decorative accent brick or store
pilasters between stretches of fencing is recommended
to add interest and variety to the outdoor dining or
sidewalk cafe area. This is especially encouraged when
the pilasters may be able to appropriately tie in building
materials that have been used on the primary Amcture-
h_ One pilaster is recommended for every 8 linear feet
of fencing_
j The minimum fence height is 3F when alcoholic
beverages will be sem-ed within the outdoor
dmingisidewalk cafe area- It m encouraged that all
fencing in Old Town be between the heights of 36 and
42".
1- Fencing and gates should be able to withstand outdoor
use and be cons nually maintained in good condition,
repair and quality at_all times.
Figij r e I =111: smple affencing and landscaping -
1c Requirements for Fencing not associated with dining
can be found in Section L_
4. Landscape Treatment Guidelines
a. The use of potted plants, flower boxes, and hanging
plants are encouraged to soften outdoor dining and
sidewalk cafes in Old Tvwa1
b. The incorporation of potted landscaping andlor
landscape planters into the masonry walls. -pilasters of
an outdoor dining or sidewalk cafe area is encouraged.
Flower boxes are encouraged to be used in combination
with barrier fencing.
c. If a solid masonry hall is utilized as the barrier to
delineate an outdoor dining or sidewalk cafe area, it
should be softened with climbing vines or other
landscape materials.
Figure V-123: &xampie of landscape pla?der boxes mead as
fencing_
Figure V-124 (abow): &xampfes of
IGnd.rcrrpe treatmem& IA21 may be
appropriate to soften ou0oor eati€rg areas
or sidew-alk cafes.
City of Temecula - Old Town Specific Plan V-80
V. DESIGN GUIDELINES
L. FENCING NOT ASSOCIATED WITH DINING
a. Appropriate fencing materials for commercial
projects include, but are not limited to, decorative
wrought iron, tubular steel, natural woad or
materials that resemble natural wood, decorative
masonry and landscape planter boxes_ Fences
should be decoratne m nature and enhance the
built emironment. Other materials may be
considered and approved by the Director of
Planning on a case -by -case basis, dependent upon
the architectural compatibility, o,�erall desijn and
appearance of the fencing materials_
b_ All proposed fencing shall require the rexiew and
approval of a Modification Application and any
appropriate building permits.
r- One pilaster is required for every $ linear fleet of
fencing.
d. All fencing in the Downtown Core shall be
between 36" and 42-_ Fencing in the
Residential/Limited Mixed Use and Neighborhood
Residential Districts shall be between 36" and 42-7
and no higher than 6 feet.
e_ Fencing and gates shall be able to withstand
outdoor use and shall be continually maintained in
good condition, reparr, and quality at all times.
f Chain link fencing material is not permitted_
City of Temecula — Old Town Specific Plan V-97
III. ADMIlYISTRATION AN➢ HISTORIC PRESERVATION
F. RELATIONSHIP IO OTHER REGULATIONS
All construction and development within the Old Town
Specific Plan area shall comply with the applicable
provisions of the California Building Code and u7th the
various related mer-.hanical, electrical, and plumbing
codes, and with the Fire Code_ In case a conflict arises
between the provisions of the building and fire codes
and this Specific Plan, the building and fire codes shall
prevwl.
G. NUN- CONFORMING USES AND
STRUCTURES
Where. at the time of passage of this Specific Plan, a
lawful use of land or structure exists which would not
be permitted by the regulations imposed by this Specific
Plan- such use or structure may be oontinued
indefinitely unless one of the following occurs:
a If the non-confo:mir.g u_e vacates the property
and the non-::.af::rz:r,=- use is not re-
established within one year__ the use shall not
be re-
established-0
If the non -conforming use voluntarily vacates
the property for any reascn after the year 2013,
then the non-conf naming use shall not be re-
established_
a If more than 50% of the non -conforming
structure is damaged or destroyel the
structure shall not be re-established.
a If more than 25%. but less than 50% of the
non -conforming structure is damaged or
destroyed, the structure may be replaced if the
emlerior of the repaired structure substantially
conforms to the approved urban architectural
standards and design guidelines contained
Chapter 1_V and Chapter V of this Specific
Plan.
a Existing detached single-family residences in
the Neighborhood Residential (NR) and
ResidentiaMmiited Mixed Use MILMIJ)
Districts are not subject to the requirements
abvu-e and may be expanded subject to the
approval of the Director of Planning.
City of Temecula — Old Town Specific Plan III
A r D191 ILI MI"IMI R IN
a. - tilides
j. There shall be no above ground utilities permitted to
be located within the 20-foot public alleyway-
ii. There shall be no landscaping within the 20A
public alley,, ay, however landscaping may be proladed
along the building fagade adjacent to an alley on private
property-
iii. Utilities shall be placed underground within the
public alleyways in Old Town unless prmven infeasible
by the utility-
iv- Utilities &hg6M ghnil be placed in compliance with
the Utility and Infrastructure Design Guidelines
contained in Section Vx of this Specific Plan.
v- Above ground utilities asp^ia„'a �sa'1 be placed an
private property adjacent to the public alleyway within
parking areas, landscape planters, building `-notch
cuts," or utility rooms as to not encruach or obstruct the
required 20 foot public alleyway.
vi- All required utility easements shall be obtained and
recorded as a condition of approval for de-Mopment
vii. Buildings that are constructed adjacent to the public
alleyways in Old To-a-n shall be designed to
accommodate trash pickup from the public alleyways
whenever feasible- The location of trash enclosures
shall be considered in a building's design in_,order to
accommodate adequate access for waste disgosal
trucks-
viii The construction of a concrete stress pad shall be
required within an alleyway when the location of the
trash enclosure dictates that traslx trucks access the
alleyway on a regular bmh.
City of Temecula — Old Town Specific Plan
Figure fY=104: Akarrple of an wrban &ley-
IV. LAND USE AND URBAN DEVE.10n-LENT STANDARDS
TABLE IV -I: LAND USE 1LkMX
LIST OF LTSES
Residential -Limited -lilted-T.se
(R(LMLO
DonntoRn Core (DTC)IDowntolKn
C o re -Hotel Overlap (DTCfHO)
\ei-,hborhood Residential
c t R)
Adult Eutertdmmo<ent Businesses
Alcoholic Be►wage Sales
CLL
C.-
Ad Studio with or without a gal lam,
PL
P;
-
Bm, CocRail Lowige
C1
C
-
Beer TastEg Estabhshmemd
OL3
C1 `
—
Bed and BmWast
C
C
Coummunitk Care Facility (6 or Fewer)
-
P
Cnummunitk Care Facility (7 to 14)
-
C
Dar Cara -Preschool
C1
C2
Dar Spa - (Full Service)
P=
P
-
Drive-thm Businesses (includes Pa&g establishments and banks)
-
Escape Rooms
C
C
Farmers Markel
C
C
-
Health and fiWess, dance, martial arts studro
Pl
Pe
Home Occupation
P
P
P
Ci ar:'Hook-ahClub batemembershi only)
C
C
Hotel
P'
P}
Enterta=eut
See-Mimicrpal Cade$' 1°
See MUrLjCLpal COW. L4
Massage Facilities
-
Museum
P
Neighboirkood market, gmmy store
P:
P
Office AdministrmtverPLnfiessionall fedical
pi,
FO
PerformiEg Arts
P
Personal yen Lecs
Pl
P,
-
Residakal - Attached
P
P°
P
Resideu ial - Detached
-
P
Remduhal - LLva-W oLie
C
C
C
Restaurant witlwut Alcchd
P,
P`,
Restaurant with Beer and Wine
r
P9
—
Restauraut with Beer, brine, and Distilled Spirits
C
C
Restaurant with Entertainment (not mcludin daj=.
See Muaicipal Code'
See Municipal Cade
-
Restaurant with FuterUmment and or Dancing
See Niwucipal Code'
See',rlunicipal Cade
-
City of Temecula - Old Town Specific Plan
IV. LAND USE AND URBAN DENTLOPAIENT STANDARDS
Retail
Pi
P
-
Tattoo Shidia
-
-
Trade-Educahmal Institution
Pi
P.
-
Wine Pro I+S:zo Brew — J a 02 AEC License only)
Pr
P
-
R'ine Tasting Facih t 02 ABC License onl)
Ps
P`
Wine Tasting FacilAy
Cin
C1.1
_
Except hotel operations, business aetivities u^ithin the ResidentialfLitnited A4ixed-Use and Neighborhood Residential during the hours of 12:00 a-m. and 3:00 a.m- shall
require a Conditional Use Permit_
Any use not expheitly stated above shall require a use determination by the Planning Commission.
P Use is permitted by right
C Use is permitted with a Conditional Use Permit
Use is not permitted
1. Use is limited to ground floor only.
2. These uses are limited to either the second floor (or higher) or to locations that do not front upon or open directly onto either Old Ti -n-a Front
Street or Main Street
3_ This use is limited to locations that front Morena Road_ Full service hotel uses with food er: ice and conference facilities at heights greater than three stories
but limited to eight stories may be considered under a Conditional Use Permit. Subject to the Supplemental Standards far hotels over 3 stories.
4. Full sen=ice hotel uses vith food service and conference facilities in the Downtowm Core -Hotel Overlay (DTCtHO) are allowed eight stories. Subject to the
Supplemental Standard and Special Use Standards in Section IL .G of this chapter, for hotels over three stories.
Outdoor entertainment is not permitted in Old Town. Cit4 sponsored signature events andlor events when the City is the applicant are exempt. Outdoor lire
entertainment may be considered for private businesses in Old Town uith a Temporary Use Permit as appropriately conditioned limited to one event per
quarter per Section IIIN-
6_ 0-found floor residential not permitted in the Downtawn Core area along Old Town Front Street and Main Street-
7- Shall include a =tc-e r .:it t-,tinff o3m. Premises with or without the product sale for off -site consumption is limited to a Department of Alcoholic Beverage
Control License T_, pe C 2 k"Viren -: _negrower)_
S. Premises with or unthout the product sale for off -site consumption is limited to the Department of Alcoholic Beverage Control License Type 02
(IN':nen: '•l.'ineero,- er)-
9_ Oucacor D i r m— or 5 deuralk Cafes are permitted in conjunction with a restaurant subject to the review and apprrn.al of Minor _Modification or as approved
with a Derelor.:r.eii: P't:r application-
10. Premises witi er -xithcat the product sale for off -site consumption applying for any Department of Alcoholic Beverage Control License type otlxer than a Type
02 (Rlinery Winegrower).
11_ Subject toCh£oter1'--5_ip_•lerienialDes. alcpmertSt-ndaidsoftheDm-elopmentCode_
12_ This use is pemii-Led ,:i eithe- the -3ana 10 r or sac€ria lo,-r.
13. Premises with or without the product sale for off -site consumption is limited to the Department of Alcoholic Beverage Control License Type 23 (Small Beer
Manufacturing — Duplicate)
14. Subject to Municipal Cade Section 9.10 (Entertainment License)
City of Temecula — Old Town Specific Plan
ai. LLR[lti:12
• Liz:it::l_ Aal: be :.cz.ev a: a t.:ri:l:m:ze =he
impzct of l:g:ltL:l£ u on ad zceac buildu:gs aad
properties, especially residential uses_
• Any lighting source, including illuminated
signs, shall be positioned so than light does not
shine directly into residential windotiLs_
■ No outdoor lights shall be permitted that blink,
revolve, flask or change intensity-
4. Ralcnnies, Patios, and Porches
a. Intent
Balconies, patxo5i and porches shall be maintained clean,
orderly and free of clutter. All Turn shings shall be
designed for outdoor use only.
b. Requirements
j. No permanent or temporary enclosure including
shutters, blinds or partition shall be affixed to any area
of the porch, patio or balcony_ If any change to the
exterior appearance of the por* balcony or patio is
desired, a minor modification shall be submitted to the
Planning Department for review and approval
ii. Freestanding spas, hot tubs or similar amenities shall
be screened from public view. The placement of such
items on balconies, patios and porches are subject to the
re6ew and approval ofthe Direction of Planning.
iii- Balconies„ patios and porches may not be used for
3tarage_
City of Temecula — Old Town Specific Plan
iv. Clothing, sheets, blankets, laundry, water
accessories or raft,, toys and similar objects slxsll not be
hung from on exposed on the balconies, patios or
porches.
v. Planters containing lire, v e11 groomed plants are
permitted pmi ided the plant does not extend beyond the
interior of the balcony, patio or porch. No empty
planters or planters containing dead, diseased or dying
plants may be stored at any time within a balcony, patio
or porch- If it is determined that plants are not being
properly maintained, the Planning Director shall have
the authority to require the property owner to remove or
replace the plantings.
i i_ Hoses on porches, patios and balconies shall be kept
in a hose reel or hose hideaway.
5. Sed and Breakfast Establishments
a. Intent
The purpose of this section is to pmii de standards for
the development and operation of Bed and Breakfast
establishments in Old Tov4m-
b. Requirements
j. All Bed and Breakfast Establishments in Old Town
shall comply with the pr av lions contained in Chapter
17.10 of the Temecula Municipal Code, exGept f9F t1ae
c. Supplemental Requirements
In addition to the requirements stated above, the
following shall also apply to Bed and Breakfast
Establishments u7thin the Specific Plan area:
j. Off-street parking shall be provided at a ratio of one
space for each bedroom available for vent in addition to
the parking required for the primary dwelling unit_
ii. Signage shall be limited to one on -site sign not to
exceed 6 square feet in area_ The sign may not be
freestanding.
6. Full Service Hotels
a. Intent
Full -Service Hotels within Old Town shall provide
quality hotel accommodations, with food service and
conference facilities_ Full -Service Hotels that
amenities and quality hotel accommodations vvith
conference facilities and facd service in a development
that ccnl-:eirents cojrrle-_ial and mixed -uses within
the Old Tov.:i 5 vev:=:. Plan and would attract local and
regional visitcrs including businesses and tourists to the
area is encouraged. To assist in providing
accommodations for visitw a:iv bovine =es, full service
hotels that provide conference fzci:r:ie; and food
services may be considered for heights up to eight
stories (*maximum 104 feet) at lccation_ `1zt front
Moreno Road within the Re::Je:trial-Li:ui:ed
use (RILML) District, _ti.liect to the approval of a
Conditional Use Permit. Rill Service Hotels -with food
service and conference facilities within the Downtown
Core Htitel DEerl3l, !DTC HO) District are permitted
up to eight stories-w:taou: a Conditional Use Permit
All Eull Hotels shall comply with the design
criteria and 3e%-e:4 nuent Azad 3rd_ cf its zcniaE district
in add -fon tc r e nipplemertal rev _t_re:ue:l__ as-c:lcia s:
I'V-102
PC RESOLUTION NO.2022-32
A RESOLUTION OF THE PLANNING COMMISSION OF
THE CITY OF TEMECULA RECOMMENDING THAT THE
CITY COUNCIL ADOPT A RESOLUTION ENTITLED "A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING ADDENDUM NO. 2 TO THE
OLD TOWN SPECIFIC PLAN PROGRAM
ENVIRONMENTAL IMPACT REPORT (SCH NO.
2009071049)"
Section 1. Procedural Findings. The Planning Commission of the City of Temecula
does hereby find, determine and declare that:
A. In May 2010, the City Council of the City of Temecula approved a comprehensive
amendment to the Old Town Specific Plan ("Specific Plan"). At that time, the City certified a Final
Program Environmental Impact Report, State Clearing House No. 2009071049 ("EIR"), to comply
with the requirements of the California Environmental Quality Act ("CEQA") for approval of the
Specific Plan Amendment.
B. Addendum No. 1 to the Old Town Specific Plan Final Program Environmental
Impact Report was adopted May 26, 2020.
C. The Specific Plan provides standards and guidelines for development. Amendment
N. 10 to the Specific Plan would update and modify those standards to allow for revisions to certain
development and land use standards.
D. The City has caused an Addendum No. 2 ("Addendum") to be prepared for the
Specific Plan Amendment in accordance with Section 15164 of the CEQA Guidelines because the
Specific Plan Amendment does not require the preparation of a new or Supplemental
Environmental Impact Report pursuant to CEQA Guidelines section 15164.
E. Addendum No. 2 to the Old Town Specific Plan Final Program Environmental
Impact report, addresses potential environmental impacts that might result from the Specific Plan
Amendment.
F. An Addendum need not be circulated for public review but is attached to the Final
EIR in accordance with CEQA Guidelines Section 15164.
G. The City Council has reviewed and considered the Addendum No. 2 in conjunction
with the Program EIR.
H. On October 19, 2022, the Planning Commission of the City of Temecula held a
duly noticed public hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final
Program Environmental Impact Report and proposed Amendment No. 10 to the Old Town Specific
Plan (SP-5) at which time all persons interested in these actions had the opportunity and did address
the Planning Commission.
I. The Planning Commission has reviewed the findings made in this Resolution and
finds that they are based upon substantial evidence in the record of proceedings. The documents,
staff reports, and other materials that constitute the record of proceedings on which this Resolution
is based are on file and available for public examination on the City's website at
www.TemeculaCA.gov.
J. All legal preconditions to the adoption of this Resolution have occurred.
Section 2. Further Findings. The Planning Commission, in recommending that the
City Council approve the Resolution hereby finds, determines and declares that:
A. The City has reviewed the potential impacts of Amendment No. 10 to the Old Town
Specific Plan (SP-5) and the potential benefits to the City of Amendment No. 10 to the Old Town
Specific Plan (SP-5) and has concluded that Amendment No. 10 to the Old Town Specific Plan
(SP-5) in the best interest of the City.
B. Amendment No. 10 to the Old Town Specific Plan (SP-5) is consistent with the
City's General Plan including the goals and objectives thereof and each element thereof.
Section 3. Environmental Findings. Consistent with State CEQA Guidelines Section
15164, the Planning Commission, hereby makes the following environmental findings and
determinations in connection with the approval of the Specific Plan Amendment:
A. Some changes or additions to the Program EIR are necessary, but none of the
conditions described in the State CEQA Guidelines Section 15162 calling for the preparation of a
Subsequent EIR have occurred.
B. There are no substantial changes proposed by the Amendments that will require
major revisions of the previously certified Program EIR due to the involvement of new significant
environmental effects or substantial increase in the severity of previously identified significant
effects;
C. No substantial changes have occurred with respect to the circumstances under
which the Amendments are undertaken that will require major revisions of the previously certified
Program EIR due to the involvement of new significant environmental effects or a substantial
increase in the severity of previously identified significant effects; and
D. There is no new information of substantial importance, which was not known and
could not have been known with the exercise of reasonable diligence at the time the previously
certified Program EIR was adopted or Addendum No. 1 was adopted, showing that: (a) the
Amendments will have one or more significant effects not discussed in the Program EIR; (b) there
are significant effects previously examined that will be substantially more severe than shown in
the Program EIR; (c) there are mitigation measures or alternatives previously found not to be
feasible would in fact be feasible and would substantially reduce one or more significant effects
of the project, but the City declines to adopt the mitigation measure or alternative; or (d) mitigation
measures or alternatives which are considerably different from those analyzed in the Program EIR
would substantially reduce one or more significant effects on the environment, but the City
Declines to adopt the mitigation measure or alternative.
Section 4. Recommendation. The Planning Commission of the City of Temecula
hereby recommends that the City Council adopt a resolution approving Addendum No. 2 to the
Old Town Specific Plan Final Program Environmental Impact Report (SCH No. 2009071049) for
Specific Plan Amendment No. 10 to the Old Town Specific Plan per Exhibit "A" attached hereto.
PASSED, APPROVED AND ADOPTED by the City of Temecula Planning
Commission this 19th day of October, 2022.
Gary Watts, Chairperson
ATTES .
L e Watson
Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss
CITY OF TEMECULA )
I, Luke Watson, Secretary of the Temecula Planning Commission, do hereby certify that
the foregoing PC Resolution No. 2022-32 was duly and regularly adopted by the Planning
Commission of the City of Temecula at a regular meeting thereof held on the 19th day of October,
2022, by the following vote:
AYES: 4 PLANNING COMMISSIONERS: Hagel, Ruiz, Turley-Trejo, Watts
NOES: 0 PLANNING COMMISSIONERS: None
ABSTAIN: 0 PLANNING COMMISSIONERS: None
ABSENT: I PLANNING COMMISSIONERS: Telesio
Luke Watson
Secretary
RESOLUTION NO.2022-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA APPROVING ADDENDUM NO. 2 TO THE
OLD TOWN SPECIFIC PLAN PROGRAM
ENVIRONMENTAL IMPACT REPORT (SCH NO.
2009071049)
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS
FOLLOWS:
Section 1. Procedural Findings. The City Council does hereby find, determine and
declare that:
A. In May 2010, the City Council of the City of Temecula approved a comprehensive
amendment to the Old Town Specific Plan ("Specific Plan"). At that time, the City certified a Final
Program Environmental Impact Report, State Clearing House No. 2009071049 ("EIR"), to comply
with the requirements of the California Environmental Quality Act ("CEQA") for approval of the
Specific Plan Amendment.
B. Addendum No. 1 to the Old Town Specific Plan Final Program Environmental
Impact Report was adopted May 26, 2020.
C. The Specific Plan provides standards and guidelines for development. Amendment
N. 10 to the Specific Plan would update and modify those standards to allow for revisions to certain
development and land use standards.
D. Addendum No. 2 to the Old Town Specific Plan Final Program Environmental
Impact Report, addresses potential environmental impacts that might result from the Specific Plan
Amendment.
E. The City has caused an Addendum No. 2 ("Addendum") to be prepared for the
Specific Plan Amendment in accordance with Section 15164 of the CEQA'Guidelines because the
Specific Plan Amendment does not require the preparation of a new or Supplemental
Environmental Impact Report pursuant to CEQA Guidelines section 15164.
F. An Addendum need not be circulated for public review but is attached to the Final
EIR in accordance with CEQA Guidelines Section 15164.
G. The City Council has reviewed and considered the Addendum No. 2 in conjunction
with the Program EIR.
H. On October 19, 2022, the Planning Commission of the City of Temecula held a
duly noticed public hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final
Program Environmental Impact Report and proposed Amendment No. 10 to the Old Town Specific
Plan (SP-5) at which time all persons interested in these actions had the opportunity and did address
the Planning Commission.
I. After hearing all written and oral testimony on the proposed actions and duly
considering the comments, the Planning Commission adopted Resolution No. 2022-32
recommending to the City Council that Addendum No 2 to the Old Town Final Program
Environmental Impact Report be approved. The Planning Commission also adopted Resolution
No. 2022-33 recommending to the City Council that the proposed Amendment No 10 to the Old
Town Specific Plan (SP-5) be approved. Resolution No. 2022-32 and Resolution No. 2022-33 are
hereby incorporated herein by this reference as if set forth in full.
J. On , the City Council of the City of Temecula held a duly noticed public
hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final Program
Environmental Impact Report and the proposed Amendment No. 10 to the Old Town Specific Plan
(SP-5) at which time all persons interested in the Project had the opportunity and address the City
Council.
K. The City Council has reviewed the findings made in this Resolution and finds that
they are based upon substantial evidence that has been presented to the City Council in the record
of proceedings. The documents, staff report, and other materials that constitute the record of
proceedings on which this Resolution is based are on file and available for public examination on
the City's website at www.TemeculaCA.gov. The City Council has independently reviewed and
considered the contents of Addendum No. 2 prior to deciding whether to approve the Specific Plan
Amendment.
Section 2. Further Findings. Consistent with CEQA Guidelines Section 15164, the
City Council finds and determines that Addendum No. 2 is the appropriate environmental
document to analyze the proposed Amendment No. 10 to the Specific Plan ("Amendment")
because:
A. Some changes or additions to the Program EIR are necessary, but none of the
conditions described in State CEQA Guidelines Section 15162 calling for the preparation of a
subsequent EIR have occurred.
B. There are no substantial changes proposed by the Amendment that will require
major revisions of the previous Program EIR due to the involvement of new significant
environmental effects or a substantial increase in the severity of previously identified significant
effects;
C. No substantial changes have occurred with respect to the circumstances under
which the Amendment are undertaken that will require major revisions of the previous Program
EIR due to the involvement of new significant environmental effects or a substantial increase in
the severity of previously identified significant effects; and
D. There is no new information of substantial importance, which was not known and
could not have been known with the exercise of reasonable diligence at the time the previous
2
Program EIR was adopted or Addendum No. 1 was adopted, showing that: (a) the Amendment
will have one or more significant effects not discussed in the Program EIR; (b) there are significant
effects previously examined that will be substantially more severe than shown in the Program EIR;
(c) there are mitigation measures or alternatives previously found not to feasible would in fact be
feasible and would substantially reduce one or more significant effects of the project, but the City
declines to adopt the mitigation measures or alternative; or (d) mitigation measures or alternatives
which are considerably different from those analyzed in the Program EIR would substantially
reduce one or more significant effects on the environment, but the City declines to adopt the
mitigation measure or alternative.
Section 3. The City Council hereby adopts Addendum No. 2 which is attached hereto
as Exhibit "A" and incorporated herein by this reference.
3
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this day of ,
Matt Rahn, Mayor
ATTEST:
Randi Johl, City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing
Resolution No. 2022- was duly and regularly adopted by the City Council of the City of
Temecula at a meeting thereof held on the day of , by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
Randi Johl, City Clerk
4
ADDENDUM NO. 2 TO OLD TOWN SPECIFIC PLAN ENVIRONMENTAL
IMPACT REPORT (SCH# 2009071049)
Prepared by the City of Temecula
In its capacity as a Lead Agency
PROJECT TITLE: Old Town Specific Plan Amendment #10 (LR21-0279)
PROJECT APPLICANT: City of Temecula
PROJECT DESCRIPTION: Planning Application No. LR21-0279, an amendment to the Old Town
Specific Plan to revise certain development standards and land use standards. Proposed amendments
include:
1. Revise maximum building height standards for three and four-story buildings in the Downtown
Core district from 50 feet to 55 feet;
2. Add provisions to allow for raised outdoor patios (24-inch height) for commercial structures;
3. Revise commercial ground floor fagade standards to prohibit the use of aluminum shop front or
spandrel panels;
4. Clarify existing parking structure setback language so that it applies to all parking structure
stories;
5. Revise architectural guidelines to clarify varied roofline and fencing language;
6. Revise non -conforming use language for Residential and Limited Mixed -Use Zones so that it is
consistent with existing language in the specific plan;
7. Revise alley requirements to clarify utility locations, trash service, and deliveries requirements;
8. Amend Use Matrix to allow beer tasting, escape rooms, and Entertainment Licenses;
9. Clarify existing language related to bed and breakfast establishments for consistency with the
City of Temecula Municipal Code.
PURPOSE: This addendum to the Environmental Impact Report is being prepared pursuant to
CEQA Guidelines Section 15164 which allows for a lead agency to prepare an addendum to a
previously adopted Environmental Impact Report. Specifically, CEQA Guidelines Section
15164(b) provides that an addendum to an adopted Environmental Impact Report may be
prepared if only minor technical changes or additions are necessary or none of the conditions
described in Section 15162 calling for the preparation of a subsequent Environmental Impact
Report have occurred.
Pursuant to CEQA Guidelines Section 15162, no subsequent Environmental Impact Report shall
be prepared for the project unless, on a basis of substantial evidence in light of the whole record,
one or more of the following is determined:
Substantial changes are proposed in the project that will require major revisions of the
previous Environmental Impact Report due to the involvement of new, significant
environmental effects or a substantial increase in the severity of previously identified
significant effects;
Old Town Specific Plan Amendment No. 10 (LR21-0279)
Addendum to Initial Environmental Study
2. Substantial changes occur with respect to the circumstances under which the project is
undertaken which will require major revisions of the Environmental Impact Report due to
the involvement of new significant environmental effects or a substantial increase in the
severity of previously identified significant effects; or
3. New information of substantial importance identifies one or more significant effects not
discussed in the previous Environmental Impact Report.
FINDINGS CONCERNING ENVIRONMENTAL IMPACTS OF THE PROJECT:
In accordance with the California Environmental Quality Act (CEQA), the environmental impacts
of the original project were studied in a Final Program Environmental Impact Report ("FPEIR")
(SCH# 2009071049) that was certified on May 11, 2010 and in a subsequent addenda prepared
in May 26, 2020 which is now final. In compliance with CEQA Guidelines Section 15164 an
Addendum to the EIR has been prepared which concludes that the proposed amendment to the
Specific Plan which includes: Provisions to allow for raised outdoor patios (24-inch height) for
commercial structures, revise commercial ground floor fagade standards to prohibit the use of
aluminum shop front or spandrel panels, clarify existing parking structure setback language so that it
applies to all parking structure stories, revise architectural guidelines to clarify varied roofline and
fencing language, revise non -conforming use language for Residential and Limited Mixed -Use Zones
so that it is consistent with existing language in the specific plan, revise alley requirements to clarify
utility locations, trash service, and deliveries requirements, amend Use Matrix to allow beer tasting,
escape rooms, and Entertainment Licenses, and clarify existing language related to bed and breakfast
establishments do not result in any new or greater environmental impacts than were previously
analyzed, disclosed, and mitigated and no further environmental review is necessary. None of
the circumstances in CEQA Guidelines Section 15162 exist to require any additional
environmental review and no further documentation is necessary with the exception of aesthetics
due to increased building height.
The project includes a revision to the maximum building height standards for three and four-story
buildings in the Downtown Core District from 50 feet to 55 feet. An analysis of how this increase will
impact aesthetics in the project area is below:
AESTHETICS. Would the project:
Less Than
Potentially
Significant With
Less Than
Issues and Supporting Information Sources
Significant
Mitigation
Significant
No
Impact
Incorporated
Impact
Impact
a
Have a substantial adverse effect on a scenic vista?
X
b
Substantially damage scenic resources, including, but
X
not limited to, trees, rock outcroppings, and historic
buildings within a state scenic highway?
c
Substantially degrade the existing visual character or
X
quality of the site and its surroundings?
d
Create a new source of substantial light or glare
X
which would adversely affect day or nighttime views
in the area?
Comments:
X:\Planning\2021\LR21-0279 Old Town SP Amendment\Old Town Specific Plan Amendment\Hearing\Planning Commission\4 - Old
Town Specific Plan #10 Addendum EIR.doc
Old Town Specific Plan Amendment No. 10 (LR21-0279)
Addendum to Initial Environmental Study
1.a., b. According to the City of Temecula General Plan Community Design Element, the Old
Town Specific Plan (OTSP) area is not identified has having any scenic vistas. In addition, the
OTSP does not identify any scenic resources that include, but are not limited to, trees, rock
outcroppings, or historic buildings within a State scenic highway. Furthermore, there are no State
scenic highways identified within the project area. No impacts are anticipated.
1.c., d. A height increase from 50' to 55' for three and four-story structures will be permitted within
the Downtown Core District of the OTSP as a result of the project. This district already allows for
100' hotel structures within the Hotel Overlay. Thus, the visual character of the district has already
been analyzed with the incorporation of buildings that will be substantially taller than what is
proposed. This is also true with how these 100' buildings will generate light, glare, and impact to
day and nighttime views. The project will not allow buildings that are taller than the previously
analyzed 100' height. Therefore, the project will not substantially degrade the existing visual
character or quality of the project site or its surroundings nor will it adversely impact day or
nighttime views in the area beyond what has already been analyzed.
M
Title:
Date:
X:\Planning\2021\LR21-0279 Old Town SP Amendment\Old Town Specific Plan Amendment\Hearing\Planning Commission\4 - Old
Town Specific Plan #10 Addendum EIR.doc
PC RESOLUTION NO.2022-33
A RESOLUTION OF THE PLANNING COMMISSION OF
THE CITY OF TEMECULA RECOMMENDING THAT THE
CITY COUNCIL ADOPT A RESOLUTION ENTITLED "A
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA APPROVING AMENDMENT NO. 10 TO THE
OLD TOWN SPECIFIC PLAN (SP-5) (LONG RANGE
PROJECT NO. LR21-0279)"
Section 1. Procedural Findings. The Planning Commission of the City of Temecula
does hereby find, determine and declare that:
A. The Old Town Specific Plan (SP-5) was approved by the City Council on February
22, 1994 by the adoption of Ordinance No. 94-05. Amendment No. 1 to the Old Town Specific
Plan (SP-5) was approved on January 23, 1996 by the adoption of Ordinance No. 96-01.
Amendment No. 2 to the Old Town Specific Plan (SP-5) was approved on May 13, 1997 by the
adoption of Ordinance No. 97-06. Amendment No. 3 to the Old Town Specific Plan (SP-5) was
approved on July 13, 1999 by the adoption of Ordinance No. 99-12. Amendment No. 4 to the Old
Town Specific Plan (SP-5) was approved on October 10, 2000 by the adoption of Ordinance No.
00-11. Amendment No. 5 to the Old Town Specific Plan (SP-5) was approved on August 24, 2004
by the adoption of Ordinance No. 04-08. Amendment No. 6 to the Old Town Specific Plan (SP-5)
was approved on June 13, 2006 by the adoption of Ordinance No. 06-07. Amendment No. 7 to the
Old Town Specific Plan (SP-5) was approved on May 25, 2010 by the adoption of Ordinance No.
10-09. Amendment No. 8 to the Old Town Specific Plan (SP-5) was approved on September 5,
2017 by the adoption of Resolution No. 17.56. Amendment No. 9 to the Old Town Specific Plan
(SP-5) was approved May 26, 2020 by the adoption of Resolution No. 2020-32. The Old Town
Specific Plan as originally approved and as amended by Amendments Nos. 1-9 shall be referred
to in this Resolution as the "Specific Plan".
B. The City Council of the City of Temecula certified the Old Town Specific Plan
Final Program Environmental Impact report ("FPEIR") on May 11, 2010
C. Staff initiated Long Range Project No. LR21-0279, a Specific Plan Amendment, in
a manner in accord with the City of Temecula General Plan and development Code.
D. The project was processed including, but not limited to a public notice, in the time
and manner prescribed by State and local law.
E. On October 19, 2022, the Planning Commission of the City of Temecula held a
duly noticed public hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final
Program Environmental Impact report and proposed Amendment No. 10 to the Old Town Specific
(SP-5) at which time all persons interested in these actions had the opportunity and did address the
Planning Commission.
F. After hearing all written and oral testimony by staff and all written comments from
the public on the proposed actions and duly considered the comments received, the Planning
Commission Adopted Resolution No. 2022-32 recommending to the City Council that the
Addendum No. 2 to the Old Town Specific Plan Final Program Environmental Impact report be
approved. The Planning Commission also adopted Resolution No. 2022-33 recommending
approval of Amendment No. 10 to the Old Town Specific Plan Amendment. Resolution No. 2022-
32 and Resolution No. 2022-33 are hereby incorporated herein by this reference as if set forth in
full.
G. All legal preconditions to the adoption of the Resolution have occurred.
Section 2. Further Findings. Pursuant to Temecula Municipal Code Section
17.16.020, the Planning Commission, in recommending to the City Council approve Amendment
No. 10 to the Specific Plan hereby finds, determines and declares that:
A. The proposed Specific Plan Amendment is consistent with the General Plan and
Development Code.
The proposed Specific Plan Amendment conforms to the existing policies within the City of
Temecula General Plan. The General Plan Land Use Element, as noted on page LU-26,
anticipates that the City will provide comprehensive planning of large areas and identifies
the Old Town Specific Plan as a specific plan area. The proposed Specific Plan Amendment
is consistent with the General Plan Land Use Element Goal 7 of having "A viable, high
quality Old Town Temecula area that enhances the City economically, preserves historic
structures, and provides civic, cultural, shopping, and meeting and gathering places for
tourists and residents. " The proposed Specific Plan Amendment also complies with all
applicable Development Code standards required for Specific Plan amendments including
Section 17.16.060 (amendments to approved plans) and Section 17.01.040 (relationship to
the General Plan) and is consistent with the City of Temecula General Plan goals, policies
and objectives.
B. The proposed Specific Plan Amendment would not be detrimental to the public
interest, health, safety, convenience or welfare of the City;
The proposed Specific Plan Amendment has been reviewed pursuant to the City's General
Plan and all applicable State laws and has been found to be consistent with the policies,
guidelines, standards and regulations intended to ensure that the development within the
Old Town Specific Plan area will be constructed and function in a manner consistent with
the public health, safety, and welfare.
C. The subject property is physically suitable for the requested land use designations
and the anticipated land use developments.
The Old Town Specific Plan consists of approximately 153 acres. As outlined in the Land
Use Element of the City's General Plan (page LU-32), the purpose of a Specific Plan is to
provide a comprehensive planning document for large areas so that a coordinated
planning approach is provided for all anticipated land use developments. As such, the
entire Specific Plan area has been reviewed based on existing structures and future build
out potential and is physically suitable for the land use designations provided by the
Amended Old Town Specific Plan.
D. The proposed Specific Plan Amendment shall ensure the development of desirable
character which will be compatible with existing and proposed development in the surrounding
neighborhood.
As identified within the City's General Plan Land Use Element (page LU-30), Old Town
Temecula is a strong identification point for the City and the City desires to ensure that
Old Town remains a focal point for social, cultural, civic, tourist, and economic
development activities. The Old Town Specific Plan was originally adopted to support and
complement the desirable character of Temecula's downtown and the proposed
Amendment to the Old Town Specific Plan further supports its downtown character. The
City's General Plan Land Use Element states that the City will continue to implement the
Old Town Specific Plan and will modify or amend it as needed to respond to development
trends in the area (LU-40). As such, the proposed Amendment to the Old Town Specific
Plan provides a means to enhance the area economically while also ensuring the
development of a desirable character compatible with existing and proposed development
in Old Town and the surrounding area.
Section 3. Recommendation. The Planning Commission of the City of Temecula
recommends that the City Council adopt a resolution approving Specific Plan Amendment No. 10
to the Old Town Specific Plan in substantially the same form as attached hereto as Exhibit "A".
PASSED, APPROVED AND ADOPTED by the City of Temecula Planning
Commission this 19th day of October, 2022.
t19 I
E-'m' 11'�A
Gary Watts, Chairperson
ATTEST:
'I /a
Luke W tson
Secretary
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )ss
CITY OF TEMECULA )
I, Luke Watson, Secretary of the Temecula Planning Commission, do hereby certify that
the foregoing PC Resolution No. 2022-33 was duly and regularly adopted by the Planning
Commission of the City of Temecula at a regular meeting thereof held on the 191h day of October
2022, by the following vote:
AYES: 4 PLANNING COMMISSIONERS: Hagel, Ruiz, Turley-Trejo, Watts
NOES: 0 PLANNING COMMISSIONERS: None
ABSTAIN: 0 PLANNING COMMISSIONERS: None
ABSENT: 1 PLANNING COMMISSIONERS: Telesio
LLukeatson
Secretary
RESOLUTION NO.2022-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA APPROVING AMENDMENT NO. 10 TO
THE OLD TOWN SPECIFIC PLAN (SP-5) (LONG RANGE
PROJECT NO. LR21-0279)
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS
FOLLOWS:
Section 1. Procedural Findings. The City Council does hereby find, determine, and
declare that:
A. The Old Town Specific Plan (SP-5) was approved by the City Council on February
22, 1994, by the adoption of Ordinance No. 94-05. Amendment No. 1 to the Old Town Specific
Plan (SP-5) was approved on January 23, 1996, by the adoption of Ordinance No. 96-01.
Amendment No. 2 to the Old Town Specific Plan (SP-5) was approved on May 13, 1997, by the
adoption of Ordinance No. 97-06. Amendment No. 3 to the Old Town Specific Plan (SP-5) was
approved on July 13, 1999, by the adoption of Ordinance No. 99-12. Amendment No. 4 to the Old
Town Specific Plan (SP-5) was approved on October 10, 2000, by the adoption of Ordinance No.
00-11. Amendment No. 5 to the Old Town Specific Plan (SP-5) was approved on August 24, 2004,
by the adoption of Ordinance No. 04-08. Amendment No. 6 to the Old Town Specific Plan (SP-5)
was approved on June 13, 2006, by the adoption of Ordinance No. 06-07. Amendment No. 7 to
the Old Town Specific Plan (SP-5) was approved on May 25, 2010, by the adoption of Ordinance
No. 10-09. Amendment No. 8 to the Old Town Specific Plan (SP-5) was approved on September
5, 2017, by the adoption of Resolution No. 17.56. Amendment No. 9 to the Old Town Specific
Plan (SP-5) was approved May 26, 2020, by the adoption of Resolution No. 2020-32. The Old
Town Specific Plan as originally approved and as amended by Amendments Nos. 1-9 shall be
referred to in this Resolution as the "Specific Plan".
B. The City Council of the City of Temecula certified the Old Town Specific Plan
Final Program Environmental Impact report ("FPEIR") on May 11, 2010.
C. Addendum No. 1 to the Old Town Specific Plan FPEIR was adopted on May 26,
2020.
D. Staff initiated Long Range Project No. LR21-0279, a Specific Plan Amendment, in
a manner in accord with the City of Temecula General Plan and development Code.
E. The project was processed including, but not limited to a public notice, in the time
and manner prescribed by State and local law.
F. On October 19, 2022, the Planning Commission of the City of Temecula held a
duly noticed public hearing on the proposed Addendum No. 2 to the Old Town Specific Plan Final
Program Environmental Impact report and proposed Amendment No. 10 to the Old Town Specific
(SP-5) at which time all persons interested in these actions had the opportunity and did address the
Planning Commission.
G. After hearing all written and oral testimony by staff and all written comments from
the public on the proposed actions and duly considered the comments received, the Planning
Commission Adopted Resolution No. 2022- recommending to the City Council that the
Addendum No. 2 to the Old Town Specific Plan Final Program Environmental Impact report be
approved. The Planning Commission also adopted Resolution No. 2022- recommending to
the City Council that the proposed Amendment No. 10 to the Old Town Specific Plan (SP-5) be
approved. Resolution No. 2023- and Resolution No. 2023- are hereby incorporated herein
by this reference as if set forth in full.
if. All legal preconditions to the adoption of the Resolution have occurred.
Section 2. Further Findings. The City Council, in approving Amendment No. 10 to the
Old Town Specific Plan (SP-5) hereby finds, determines and declares that:
A. The proposed Specific Plan Amendment is consistent with the General Plan and
Development Code.
The proposed Specific Plan Amendment conforms to the existing policies within the City of
Temecula General Plan. The General Plan Land Use Element, as noted on page LU-26,
anticipates that the City will provide comprehensive planning of large areas and identifies
the Old Town Specific Plan as a specific plan area. The proposed Specific Plan Amendment
is consistent with the General Plan Land Use Element Goal 7 of having "A viable, high
quality Old Town Temecula area that enhances the City economically, preserves historic
structures, and provides civic, cultural, shopping, and meeting and gathering places for
tourists and residents. " The proposed Specific Plan Amendment also complies with all
applicable Development Code standards required for Specific Plan amendments including
Section 17.16.060 (amendments to approved plans) and Section 17.01.040 (relationship to
the General Plan) and is consistent with the City of Temecula General Plan goals, policies
and objectives.
B. The proposed Specific Plan Amendment would not be detrimental to the public
interest, health, safety, convenience or welfare of the City;
The proposed Specific Plan Amendment has been reviewed pursuant to the City's General
Plan and all applicable State laws and has been found to be consistent with the policies,
guidelines, standards and regulations intended to ensure that the development within the
Old Town Specific Plan area will be constructed and function in a manner consistent with
the public health, safety, and welfare.
C. The subject property is physically suitable for the requested land use designations
and the anticipated land use developments.
The Old Town Specific Plan consists of approximately 153 acres. As outlined in the Land
Use Element of the City's General Plan (page LU-32), the purpose of a Specific Plan is to
provide a comprehensive planning document for large areas so that a coordinated
planning approach is provided for all anticipated land use developments. As such, the
entire Specific Plan area has been reviewed based on existing structures and future build
out potential and is physically suitable for the land use designations provided by the
Amended Old Town Specific Plan.
D. The proposed Specific Plan Amendment shall ensure the development of desirable
character which will be compatible with existing and proposed development in the surrounding
neighborhood.
As identified within the City's General Plan Land Use Element (page LU-30), Old Town
Temecula is a strong identification point for the City and the City desires to ensure that
Old Town remains a focal point for social, cultural, civic, tourist, and economic
development activities. The Old Town Specific Plan was originally adopted to support and
complement the desirable character of Temecula's downtown and the proposed
Amendment to the Old Town Specific Plan further supports its downtown character. The
City's General Plan Land Use Element states that the City will continue to implement the
Old Town Specific Plan and will modify or amend it as needed to respond to development
trends in the area (LU-40). As such, the proposed Amendment to the Old Town Specific
Plan provides a means to enhance the area economically while also ensuring the
development of a desirable character compatible with existing and proposed development
in Old Town and the surrounding area.
Section 3. Approval of Amendment No. 10 to the Old Town Specific Plan (SP-5). The
City Council of the City of Temecula hereby approves that certain Amendment No. 10 to the Old
Town Specific Plan (SP-5) in substantially the form attached hereto as Exhibit "A".
Section 4. City Manager Authorization. The City Manager is hereby authorized and
directed to take all steps necessary to implement this Specific Plan Amendment.
3
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this day of ,
Matt Rahn, Mayor
ATTEST:
Randi Johl, City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing
Resolution No. 2023- was duly and regularly adopted by the City Council of the City of
Temecula at a meeting thereof held on the day of , , by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
Randi Johl, City Clerk
4
IV. LAND USE AND URBAN DEVELADPN ENT STANDARDS - D0Z'4:' 70NN`N CORE k-N7D DON%W TOZIV'� COREMOTEL OVERL.XY DISTRICT
vi. Allowable Building Types and Building Height
The table below outlines the allowable building types
and building heights in the Downtown Core and
Downtown Core;Hotel Overlay district. Additional
standards related to Building Types are addressed in
Section E of this chapter and shall be applied to all
projects in the Downtown Core and Downtown
Corp -Hotel Overlay district- Sections V-B and V.0 of
the Design Guidelines Chapter; also discuss basic
building forms and the architectural character that is
required to reflect the historical context of Old Town
Temecula and shall be applied to all building
constructed in the Downtown Core and Downtown
Core'Hotel Overlay district. The Design Guidelines
contained in Chapter V shall be used in concert with the
urban standards contained in this chapter.
i Buildine Type and Building Frontage Standards
shall be applied as required in Section E and F of
this chapter.
'- Allowable Building Height in the Hotel Overlay is
eight stories equivalent to no more than 100 feet to
allow by right a full service boutique hotel with
food service and conference facilities.
' Buildings adjacent to a designated historic
structure that sharea street frontage shall not be
constructed more than one story or 25 feet his
than the historic structure, in the adjacent 25 feet of
frontage -
City of Temecula - Old Town Specific Plan
Table IV-8.
Allowable Building Types and Building Height in the
Downtown Core and Downtown Core/Hotel Overlay District
Allowable Building
Building Typel
Permitted
Not Permitted
Height
max. feet/ stories 2,3
Rowhouse
--------------------------
SS feet maximum height
iii-A stories
:;16 55 feet maximum height
in 3 stogies; but up to -5A
feet in four stories allowed
Courtyard Building
X
c,hen at least one level is
residential, or when one
level is office and panting
is rovided_
5=feet maximum height
in 3 stories; but up to �4 5 55
feet in four stories when at
Commercial Back-
X
least one level is
residential- or when one
level is office and parking
is provided -
Detached House
X -T
N A
Duplex, Tri-plea, Quad-
A
plea
X
Bungalow Courtyard
X
NA
1V �0
IV. LAND USE AND URBAN DEVELOPMENT STANDARDS - DOAWNI OV41 CORE RIND DOWNTOWN COREMOTEL OVERLAY DISTRICT
Figures IY-ba, b, c. Conceptual sketches of
itiPical allowable build ng height scenarios in
the Downtown Core and Downtown Core
Hotel Overkn- District:
Elevation at
Finished Grade
of Sidewalk
a. Typical Three -Story Scenario
City of Temecula - Old Tomm Specific Plan
Elevation at
Finished Gracki
of Sidewalk
b. Typical Four -Story Scenario
c. Typical Eight -Story Scenario=(IIotel)
IV. LAND USE AND URBAN DEVELOPAIENT STANDARDS - DOWINTONNN CORE AND DONNVTO►NN COREMOTEL OVERLAY DISTRICT
IV-6 d: Conceptual such ojallowable building height
(t picao in relationship to the finished grade of the sidewalk
when the building facades are located on a slope.
■Finished
�r
■ t i i
- , ® � • � % � i .. �}..-..,ram_
I Biagi awl=
City of Temecula — Old Town Specific Plan
IV. LAND USE ANDURBAN DEVELOPMENT STANDARDS
F. BUILDING FRONTAGE STANDARDS
This section identifies the seven frontage types that are
allowed within the Old Town Specific Plan area. Each
frontage type is subject to the Urban Standards and
requirements for each zoning district as outlined in
Section IV.D (Urban Standards) of this chapter. The
frontage types allowed in Old Town area,: follows and
are organized and discussed in more detail in the
following section:
• Shopfront
• Arcade
• Gallery
• Two- Story Gallery
• Forecourt
• Stoop
• Porch
• Raised Commercial Porch
Additionally, this section includes a discussion of. and
provides specific requirements and standards for, all
commercial ground floor facades regardless of frontage
type v
City of Temecula — Old Town Specific Plan
IV. LAND USE AND URBAN DEVELOPAIENT STA DAFDS
h. Raised Commercial Porch
A Raised Commercial Front Porch type is for
commercial building ft-pez that have a raised first floor
porch and entry_ Exterior stairs and a raised porch
provide access to the commercial uses. The porch
Landing is positioned at the build -to -line, and the stairs
and pedestrian pathway to the Porch extend into the
area between the Porch Lauding and the property line
(the "Frontage Zone')_ The eatenor stairs may be
perpendicular and or parallel to the sidewalk- The Porch
may incorporate all elevations facing the public nght-of
way_ Porch material finish shall be architecturally
compatible with the structure- The elevation of the
Porch shall be no more than 24 inches above the
adjommg sidewalk_
City of Temecula — Old Toxvm Specific Plan
IV. LAND USE AND URBAN DEVELOPMENT STANDARDS
2. General Requirements for Commercial Ground
Floor Fayades
Except for historic structures or legal nonconforming
structures; all commercial ground floor facades,
regardless of frontage type, are subject to the following
general requirements:
t. A minimum of 75 percent of the ground floor shop
front Facade shall be windows.
ii. all venndows shall be recessed no less than two
inches. all ground floor windows shall be framed with
molding no less than two inches wide.
iii. Entry doors may be recessed a maximum of six feet
to create an exterior eatrv-urav_
iv_ Aluminum shop front or spandrel panels are not
permitted materials for—fie--ball-head commercial
eround floor facades-
v. Awnings may only provide shade along the building
frontage and shall not cover the entire facade.
Figure IV=56a (above). Shopfront with a caller band
above the display windows to accommodate an
awning.
Figure IV-56b (belox). Shopfrom fayade sandtar to
above, but without an awning band above the display
windows.
City of Temecula — Old Town Specific Plan
HARDWARE sinage Tto3'
Transom
y
Awning
)?' flOOr
Display to ceiling
Windows minimum
Bulkhead
Door to Doors w/ Glass
2nd floor
Doorto
2nd floor
Doors w/ Glass
Tto3'
12' floor
to ceiling
minimum
IV. LAND USE AND URBAN DEVELOPMENT STANDARDS — DO-%'PITORN CORE AND DOWNTOWN COREMOTEL OVERLAY DISTRICT
in. Allowable Parking Placement
Parking and loading facilities u ithin the Downtown
Core and Dovmtoirn Core`Hotel Overlay district shall
be placed on the site in accordance with the following
requirements:
Table T -5:
Parking Placement in the Doi%mtonm Core and
Downtown Core/Hotel Overlay District kcal lot
Parking
Surface parking,
Subterranean:
Facility
tuck under
Setback
parking, alley
(behind build-
loaded parking,
to line.):2
structured garage
parkingl, podium
srki .3
A. Front Yard
20 feet from the
0 feet from
Setback
build -to line alone
property line
(primary- street
the primary street
frontage
frontage: 50 feet is
and or
recommended
Murrieta
Creek
B. Side Street
20 feet minimum
0 feet from
Setback:
from the build -to
property line
(secondary
line along the
street frontage
secondary street
on corner lot)
frontage-, 50 feet is
recommended2
C. Side Yard
0 feet from
0 feet from
Setback
property line
property line
D. Rear Yard
5 feet from
0 feet from
Setback (no
property line
property line
alley
E. Alley Rear
0 feet from
0 feet from
Yard Setback
provertv line
property line
Figure IV-4. Allowable parking placement in the DTC and DTCh'O district for lots without 4furrieta Creek
frontage.
Curb
L
Side Street
1 All parking structure upper stories may be built to the build -to line.
'Parking setbacks apply to the parking level adjacent to the sidewalk-
3R'hen individual detached garage_ are provided for any building ty=
they shall be located at the rear 2_5 percent of the site and screened from
the street
City of Temecula - Old Town Specific Plan W-F
IV. LAND USE AND URBAN DEVELOPAIEL\'T STANDARDS — DONi'11'TORN CORE Ar'D DOWN'TOM-N COREMOTEL ON'ERLAY DISTRICT
Table TV-6:
Parking Placement in the Downtown Core and Downtown
Core/Hotel Overlay I2isYricl_ ots with Murrieta Creek
frontage)
Parking Facility
Surface, tuck under,
Subterranean:
Setback
alley loaded.
(behind build -to
structerwd gain �g
parkingl, and
line):'-
podium parking?
A Front Yard
20 feet from the
0 feet from the
Setback (primary
build -to line along
build -to line
street frontage
the primary street
ands or Mur rieta
frontage: 50 feet is
Creek)
recommended2
S. Side Street
20 feet minimum
0 feet from the
Setback
from the build -to line
build -to line
(secondary street
along the secondary
frontage on
street frontage; 50
corner lot)
feet is recommended=
C. Side Yazd
0 feet from property
0 feet from
Setback
line
Property line
D. Reaz Y and
? feet from property
0 feet from
Setback (no
line
property line
aile
E. Alley Rear
0 feet from property
0 feet from
Yard Setback
line
property line
1 All parking structure upper stories may be built to the build -to line.
2Parking setbacks apply to the parking level adjacent to the sidewalk_
Figure IV-S: Allowable parking placement in the DTC and Dt C%HO district for lots with _i•!urrieta
Creek fi ontage.
3When individual detached garages are provided for any building g= they
shall be located at the rear 25 percent of the site and screened from the street.
Side Street
—+rA
Alley (where occurs)
G L
ity of Temecula — Old Town Specific Plan Iti -1 S
V. DESIGN GUIDELINES
C. ARCHITECTURAL DESIGN GUIDELDiES
The architectural design guidelines for Old Town are
organized into four topics- building form, frontage type,
architectural style, and materials. While architectural
principles are defined; variety and individual expression
within this framework are encouraged. The community
desires a character of architecture and streetscape
reflecting Temecula Valley's history, natural landscape
and climate.
1. Building Form
By 1930, the buildings on Main Street provided clear
and Drell -defined edges to the public realm. The
building facades were all positioned on the build -to
line, and the building forms were strong, simple
2-Story
3-Story
volumes. Variety on street edges was created tiuough
the -Me. -of various frontage types (galleries, arcades,
etc.). Future buildings in Old Town are encouraged to
reinforce this historic pattern througia-the use of simple
and clear building massing: enlivened with various
frontage types. Building facades that exceed 50 linear
feet should incorporate var,ing architectural expression,
character, and rooflines so. as to appear to be made up of
various smaller building facades.
Figure V-26 illustrates some common examples of two,
three and four-story building forms that are encouraged
in Old Town. The heavy dashed line is the build -to line
on which the far ade must be positioned the hear}• solid
line is the property tine, and the double thin lines
represent the curb. The 10-foot wide public sidewalk
lies between the property line and the curb, and the 10-
foot extension of the sidewalk onto private land lies
Figure V-26: Examples ofpermitted building forms in Old Town.
3 Story + 4th Setback
between the property line and the build -to line_
Galleries, arcades, awnings, canopies: signage. etc. are
located ,mthin the 10 feet between the property line and
the facade_
The realm of the street is the primary public asset in
Old Tot;,n_ The goals for this public realm include
clearly defined street edges, architecture with character,
and a lively and interesting pedestrian experience.
While the private needs of tenants are met within the
interior spaces, the public responsibility is to contribute
to a clearly defined street providing a pleasant
pedestrian experience. The following section focuses on
frontage types that may be combined with simple
building forms to achieve these goals for the public
realm_ V
3-Story + Forecourt
City of Temecula - Old Town Specific Plan V-19
f. Gates that are used in conjunction with the fencing
should be of similar color and material as the fencing
and should incorporate appropriate hardware to meet
Building and Fire code requirements.
e. The construction of decorative accent brick or stone
pilasters between stretches of fencing is recommended
to add interest and variety to the outdoor dining or
sidewalk cafe area. This is especially encouraged when
the pilasters may be able to appropriately tie in building
materials that have been used on the primary structure.
h. One pilaster is recommended for every 8 linear feet
of fencing.
� The minimum fence height is 36" when alcoholic
beverages will be served within the outdoor
dining/sidewalk cafe area- It is encouraged that all
fencing in Old Town be between the heights of 36' and
42".
j. Fencing and gates should be able to withstand outdoor
use and be continua%- maintained in good condition,
repair and quality at all times.
Figure V-122: Example of fencing and landscaping
City of Temecula - Old Town Specific Plan
k- Requirements for Fencing not associated with dining
can be found in Section L-
4. Landscape Treatment Guidelines
a. The use of potted plants, flower boxes, and hanging
plants are encouraged to soften outdoor dining and
sidewalk cafes in Old Town-
b. The incorporation of ported landscaping and or
landscape planters into the ma onry- wallsrpilasters of
an outdoor dining or sidewalk cafe area is encouraged.
Flower boxes are encouraged to be used in combination
with barrier fencing.
c. If a solid masonry wall is utilized as the barrier to
delineate an outdoor dining or sidewalk cafe area it
should be softened with climbing vines or other
landscape materials_
Figure V-123: Example of landscape planer boxes used as
fencing_
Figure V-124 faboiv): Examples of
landscape treatments heat may be
appropriate to soften outdoor eaiing areas
or sidewalk caf es.
V. DESIGN GUIDELINES
L. FENCING NOT ASSOCIATED WITH DINING
a- Appropriate fencing materials for commercial
projects include, but are not limited to, decorative
v ought iron, tubular steel, natural wood or
materials that resemble natural wood, decorative
masonry and landscape planter boxes_ Fences
should be decorative in nature and enhance the
built environment_ Other materials may be
considered and approved by the Director of
Planning on a case -by -case basis, dependent upon
the architectural compatibility, overall design and
appearance of the fencing materials.
b. All proposed fencing shall require the review and
approval of a Modification Application and any
appropriate building permits.
c_ One pilaster is required for every 8 linear feet of
fencing_
d. All fencing in the Dovmtown Core shall be
between 36" and 42'_ Fencing in the
Residential/Limited Mixed Use and Neighborhood
Residential Districts shall be between 36" and 42"
and no higher than 6 feet
e. Fencing and gates shall be able to withstand
outdoor use and shall be continually maintained in
good condition, repair, and quality at all tgn s-
f. Chain link fencing material is not permitted_
Cite of Temecula — Old Town Specific Plan 'i -9-
M. AD11MISTRATION AND HISTORIC PRESERVATION
F. RELATIONSHIP TO OTHER RE GULATIONS
All construction and development within the Old Tour
Specific Plan area shall comply with the applicable
provisions of the California Building Code and with the
various related mechanical. electrical, and plumbing
codes, and with the Fire Code_ In case a conflict arises
between the provisions of the building and fire codes
and this Specific Pfau, the building and fire codes shall
prevail.
G. NON- CONFORMING USES AND
STRUCTURES
' XX here, at the time of passage of this Specific Plan, a
lawful use of land or structure exists which would not
be permitted by the regulations imposed by this Specific
Plan, such use or structure may be continued
indefinitely unless one of the folio -wing occurs:
• If the non -conforming use vacates the property
and the non -conforming use is not re-
established within one year, the use shall not
be re-established.
• If the non -conforming use voluntarily vacates
the property for any reason after the year 2013:
then the non -conforming use shall not be re-
t—stablished_
• If more than 50% of the non -conforming
structure is damaged or destroyed, the
structure shall not be re-established.
• If more than 25%_ but less than :0% of the
non -conforming structure is damg aed or
destroyed, the structure may be replaced if the
exterior of the repaired structure substantially
conforms to the approved urban architectural
standards and design guidelines contained
Chapter IV and Chapter V of this Specific
Plan.
• Existing detached single-family residences in
the Neighborhood Residential (NW) and
Residential.1muted Mixed Use (R,2MU)
Districts are not subject to the requirements
above and may be expanded subject to the
approval of the Director of Planning.
City of Temecula — Old Town Specific Plan :?:
IV. LAND USE AND DEVELOP-AffNT STANDARDS
a. Utilities
j. There shall be no above ground utilities permitted to
be located within the 20-foot public alleyway.
ii. There shall be no landscaping within the 20 foot
public alleyway, however landscaping may be provided
along the building facade adjacent to an alley on private
property.
iii. Utilities shall be placed underground within the
public alleyways in Old Toxin unless proven infeasible
by the utility.
iv. Utilities shoo a shall be placed in compliance with
the Utility and Infrastructure Design Guidelines
contained in Section VX of this Specific Plan.
v_ Above ground utilities dkeuW shall be placed on
private property adjacent to the public alleyway within
parking areas, landscape planters, building "notch
outs," or utility rooms as to not encroach or obstruct the
required 20 foot public alleyway.
vi_ All required utility easements shall be obtained and
recorded as a condition of approval for development
vii_ Buildings that are constructed adjacent to the public
alleyways in Old To-,kn shall be designed to
accommodate trash pickup from the public alleyways
whenever feasible. The location of trash enclosures
shall be considered in a building's design in.order to
accommodate adequate access for waste disposal
trucks.
viii. The construction of a concrete stress pad shall be
required within an alleyway when the location of the
trash enclosure dictates that trash trucks access the
alleyway on a regular basis.
City of Temecula — Old Town Specific Plan
Fi we IV-109: Example of an urban alder•.
IV. LAND USE AND URBANDEVELOPAIENT STANDARDS
TABLE IV, -I: LAND USE WMEK
LIST OF USES
Residential -Limited Mined -Use
(RILI►IU)
Downtown Core (DTC)I Dotvntow•n
Care -Hotel Orerlay (DTCIHO)
Neighborhood Residential
(NR)
Adult Entettunment Businesses
-
-
Alcoholic Beverage Sales
C
C
Art Studio oath or H•ithout a sallen.
P
P
-
Bar. Cocktail Lounge
C
C
-
Beer Tastme Establishment
C
C!
-
Bed and Breakfast
C
C
Community Care Facility (6 or Fewer)
P
Community- Care Facility (7 to 14)
C
Dav Care.Preschool
C
C=
Da - Spa - (Full Senice)
P
P
Drive-thru Businesses (includes eating establishments and banks)
Escape Rooms
C
C
Farmers N+la&-et
C
C
-
Health and fitness, dance, mat al arts studio
P
P-
Home Occupation
P
P
P
Cigar Hookah Club (pniate membership only)
C
C
-
Hotel
P
P'
EniertainmeW
See Municipal Code' '
See Municipal Code' t°
-
Massaee Facilities
Museum
P
-
Neighborhood market, grocery store
P
P
-
Office-Administrative,,Profe,sional'N,Iedical
P'
P
-
Performmg Arts
P
-
Personal Senices
P
P
-
Residential - Attached
P
P,
P
Residential - Detached
P
Residential - Liye Work
C
C
C
Restmxmtwitirout Alcohol
P"
P"
-
Restaurant withBeerand Wine
P'
Py
—
Restaumnt with Beer, Wine, and Distilled S hits
C
C
-
Restaumnt with Entertaiffient (not including dancing)
See NunicgW Code' '°
See Municipal Code
Restaurant with Entertainment andlcrDancin
See Municipal Code' t°
See -Municipal Code' '1
-
City of Temecula - Old Town Specific Plan
IV. LAND USE AND UF.BAN DEVELUPAIENT STANDARDS
Retail
P'
P
Tattoo Studio
-
Trade,'Educatonal Institution
P'
P
-
W-me Produ Micro Brewery — (Type 02 ? BC License only)
P
P
«'me Tasting Facility -.�T,,W 02:3BC License onL -)
P,
P,
LVuie Tasting Facility
C"
C'.'
-
Except hotel operations: business activities -within the Residential'Limited Mixed -Use and Neighborhood Residential during the hours of 12:00 am- and 5:00 a.m- shall
require a Conditional Use Permit.
Any use not explicitly stated above shall require a use determination by the Planning Commission-
P Use is permitted by right
C Use is permitted with a Conditional Use Permit
Use is not permitted
1- Use is limited to ground floor only.
2. These uses are limited to either the second floor (or higher) or to locations that do not front upon or open directly onto either Old Town Front
Street or Main Street
3- This use is limited to locations that front Moreno Road- Full service hotel uses with food service and conference facilities at heights greater than three stories
but limited to eight stories may be considered under a Conditional Use Permit Subject to the Supplemental Standards for hotels over 3 stories.
4. Full service hotel uses with food -service and conference facilities in the Downtown Core -Hotel Overlay (DTC;HO) are allowed eight stories. Subject to the
Supplemental Standard and Special Use Standards in Section IV G of this chapter, for hotels over three stories.
Outdoor entertainment is not permitted in Old Town. City- sponsored signature events and or event when the City is the applicant are exempt. Outdoor lice
entertainment may be considered for private businesses in Old Town with a Temporary Use Permit as appropriately conditioned, limited to one event per
quarter per Section IILNI.
6- Ground floor residential not permitted in the Downtown Core area along Old Totten Front Street and Main Street.
Shall include a store front tasting room. Premises with or without the product sale for off -site consumption is limited to a Department of Alcoholic Beverage
Control License Type 02 (WineryWinegrower).
3- Premises with or without the product sale for off -site consumption is limited to the Department of Alcoholic Beverage Control License Type 02
(Winery 'Winegrower).
9. Outdoor Dining or Sidewalk- Cafes are permitted in conjunction with a restaurant subject to the review and approval of a Minor Modification or as approved
with a Development Plan application-
10. Premises with or without the product sale for off -site consumption applying for any Department of alcoholic Beverage Control License type other than a Type
02 (WineryAlrinegrower).
11. Subject to Chapter 17.10 Supplemental Development Standards of the Development Code.
12- This use is permitted on either the ground floor or second floor.
13. Premises with or without the product sale for off -site consumption is limited to the Department of Alcoholic Beverage Control License Type 23 (Small Beer
Manufacturing — Duplicate)
14. Subject to Municipal Code Section 9.10 (Entertainment License)
City of Temecula — Old Town Specific Plan
W. URB-ANDEVELOPhIENT STANDARDS
iii. LiohtingiGlare:
• Lighting shall be located so as to minimise the
impact of lighting upon adjacent buildings and
properties, especially residential uses.
• Amy lighting source, including illuminated
signs, shall be positioned so that light does not
shine directly into residential windows.
• No outdoor lights shall be permitted that blink,
revolve, flash or change intensity_
4. Balconies, Patios, and Porches
a. Intent
Balconies, patios and porches shall be maintained clean,
orderly and free of clutter. All furnishings shall be
desi ped for outdoor use only.
b. Requirements
� No permanent or temporary enclosure including
shutters, blinds or partition shall be affixed to any area
of the porch, patiq or balcony. If any change to the
exterior appearance of the porck balcony or patio is
desired, a minor modification shall be submitted to the
Planning Department for review and approval.
ii. Freestanding spas, hot tubs or similar amenities shall
be screened from public view_ The placement of such
items on balconies, patios and porches are subject to the
review and approval of the Director of Planning.
iii. Balconies, patios and porches may not be used for
storage-
iv- Clothing: sheets, blankets_ laundry, water
accessories or rafts, toys and similar objects shall not be
hung from or exposed on the balconies, patios or
porches-
v. Planters containing lice, cell groomed plants are
permitted pro -tided the plant does not extend beyond the
interior of the balcony, patio or porch. No empty
planters or planters containing dead, diseased or dying
plants may be stored at any time within a balcony, patio
or porch. If it is determined that plants are not being
properly maintained, the Planning Director shall have
the authority to require the property owner to remove or
replace the plantings.
Ei. Hoses on porches, patios and balconies shall be kept
in a hose reel or hose hideaway.
5. Bed and Breakfast Establishments
a. Intent
The purpose of this section is to provide standards for
the development and operation of Bed and Breakfast
establishments in Old Town.
b. Requirements
1. All Bed and Breakfast Establishments in Old Town
shall comply with the provisions contained in Chapter
17.10 of the Temecula Municipal Code, sr^**�
c. Supplemental Requirements
In addition to the requirements stated above, the
following shall also apply to Bed and Breakfast
Establishments within the Specific Plan area:
b Off-street parking shall be provided at a ratio of one
space for each bedroom available for rent in addition to
the parkins required for the primary dwelling unit.
ii Signage shall be limited to one on -site sign not to
exceed 6 square feet in area_ The sign may not be
freestanding.
G. Full Senice Hotels
a. Intent
Full -Service Hotels within Old Toum shall provide
quality hotel accommodations, with food service and
conference facilities. Full -Service Hotels that
amenities and quality hotel accommodations with
conference facilities and food service in a development
that complements commercial and mired -uses within
the Old Town Specific Plan and would attract local and
regional visitors including businesses and tourists to the
area is encouraged. To assist in providing
accommodations for visitors and businesses, fi.il cc_ -;ce
hotels that provide conference facilities and food
services may be considered for heights up to eight
stories (maximum 100 feet) at locations that front
Moreno Road within the Residential -Limited Mixed -
use (RLXfU) District subject to the approval of a
Conditional Use Permit Full Service Hotels with food
service and conference facilities within the Downtown
Core Hotel Overlay (DTCIHO) District are permitted
up to eight stories without a Conditional Use Permit
All Full Service Hotels shall comply with the design
criteria and development standard` of its zoning district
in addition to the supplemental requirements as follows
City of Temecula — Old Town Specific Plan IV-102
October 19, 2022 Planning Commission Packet Link:
https://temeculaca.legistar.com/Legislation Detail.aspx?ID=5886241&GUID=7AB32419-AOOD-
4004-94C8-18DD7E577C3C&Oations=&Search=
Notice of Public Hearinq
THE CITY OF TEMECULA
41000 Main Street
Temecula, CA 92590
A PUBLIC HEARING has been scheduled before the CITY COUNCIL to consider the matter(s) described
below.
Case No.: Long Range Planning Project No. LR21-0279, Old Town Specific Plan Amendment
Applicant: City of Temecula
Location: The Old Town Specific Plan Area, generally located between Rancho California Road and
First Street from north to south, and between Interstate 15 and an area approximately 200 feet west of
Pujol Street from east to west.
Proposal: An Amendment to the Old Town Specific Plan to Revise Certain Development Standards
and Land Use Standards.
Environmental Action: In accordance with the California Environmental Quality Act (CEQA), the
proposed Specific Plan Amendment will not have a significant impact upon the environment based on a
completed EIR Addendum. As a result, the City Council will take action on a recommendation to adopt an
EIR Addendum in compliance with CEQA Section 15164
PLACE OF HEARING: 41000 Main St., Temecula, CA 92590, City of Temecula, Council Chambers
DATE OF HEARING: November 29, 2022 TIME OF HEARING: 6:00 PM
+ev
' T Project Site PRUeA+
q�
4
1 1 • Y R5}
Any person may submit written comments to the City Council before the hearing or may appear and be
heard in support of or opposition to the approval of the project at the time of hearing.
Any petition for judicial review of a decision of the City Council shall be filed within the time required by,
and controlled by, Sections 1094.5 and 1094.6 of the California Code of Civil Procedure. In any such
action or proceeding seeking judicial review of, which attacks or seeks to set aside, or void any decision
of the City Council, shall be limited to those issues raised at the hearing or in written correspondence
delivered to the City Clerk at, or prior to, the public hearing described in this notice.
The proposed project application may be viewed at the public information counter, Temecula Civic Center,
Community Development Department (Planning), 41000 Main Street, Monday through Friday from 8:00
a.m. until 5:00 p.m. Questions concerning the project(s) may be addressed to Eric Jones, City of Temecula
Community Development Department (Planning), (951) 506-5115.
City of Temecula
Community Development
41000 Main Street • Temecula, CA 92590
Phone (951 ) 694-6400 • Fax (951 ) 694-6477 • TemeculaCA.gov
VIA -ELECTRONIC SUBMITTAL
CEQAProcessing@asrclkrec.com
November 30, 2022
Supervising Legal Certification Clerk
County of Riverside
P.O. Box 751
Riverside, CA 92501-0751
SUBJECT: Filing Notice of Determination for application Long Range Project No. LR21-
0279, a Specific Plan Amendment to the Old Town Specific Plan to revise
certain development standards and land use standards
Dear Sir/Madam:
Enclosed is the Notice of Determination for the above referenced project. In addition, pursuant to
Assembly Bill 3158 (Chapter 1706) please find a receipt in the amount of $50.00 for the County
Administrative fee to enable the City to file the Notice of Determination for the Environmental
Impact Report. The City of Temecula is paying the $50.00 filing fee under protest. It is the opinion
of the City that the administrative fee has been increased in a manner inconsistent with the
provisions of State Law. Under Public Resources Code Section 21152 and 14 California Code
Regulations 1507, the County is entitled to receive a $25.00 filing fee.
Please email a stamped copy of the Notice of Determination within five working days after the 30
day posting to the email listed below.
Should you have any questions regarding this matter, please contact Eric Jones at email:
eric.jones@TemeculaCA.gov
Sincerely,
Luke Watson
Deputy City Manager
Attachments: Notice of Determination Form
Electronic Payment - Filing Fee Receipt
City of Temecula
Community Development
Planning Division
Notice of Determination
TO: County Clerk and Recorders Office FROM: Planning Division
County of Riverside City of Temecula
P.O. Box 751 41000 Main Street
Riverside, CA 92501-0751 Temecula, CA 92590
SUBJECT: Filing of a Notice of Determination in compliance with the provisions of Section 21152 of the
Public Resources Code (Long Range Project No. LR21-0279)
State Clearinghouse No.: 2009071049
Project Title: Old Town Specific Plan Amendment No. 10
Project Location: The Old Town Specific Plan area, generally located between Rancho California
Road and First Street from north to south, and between Interstate 15 and an area
approximately 200 feet west of Pujol Street from east to west.
Project Description: An amendment to the Old Town Specific Plan to revise certain development
standards and land use standards.
Lead Agency: City of Temecula, County of Riverside
Contact Person: Eric Jones
Telephone Number: (951) 506-5115
This is to advise you that the City Council for the City of Temecula has approved the above -described project on
November 29, 2022, and has made the following determinations regarding this project:
1. The project will not have a significant effect on the environment.
2. That an Environmental Impact Report Addendum was prepared for this project pursuant to the provisions of CEQA.
3. Mitigation measures were not made a condition of the approval of the project.
4. A Mitigation Monitoring or Reporting Program was not adopted for this project.
5. A Statement of Overriding Consideration was not adopted for this project.
6. Findings were made pursuant to the provisions of CEQA.
This is to certify that the Addendum No. 2 to the EIR, and record of project approval is available to the General
Public at the City of Temecula, 41000 Main Street, Temecula, California, 92590.
Signature: Date:
Luke Watson
DenutV Citv Manager
Date received for filing at the County Clerk and Recorders Office:
Item No. 15
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Deputy City Manager
DATE: November 29, 2022
SUBJECT: Approve Third Amendment to the Disposition and Development Agreement for
Vine Creek Apartments Affordable Housing Development Between the City of
Temecula, as Housing Successor to the Former Temecula Redevelopment Agency,
and Temecula Pacific Associates
PREPARED BY: Haide Urias, Housing and Real Estate Senior Management Analyst
RECOMMENDATION: That the City Council adopt a resolution entitled:
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
TEMECULA, ACTING IN ITS CAPACITY AS THE HOUSING
SUCCESSOR AND IN ITS CAPACITY AS THE CITY
APPROVING A THIRD AMENDMENT TO THE DISPOSITION
AND DEVELOPMENT AGREEMENT WITH TEMECULA
PACIFIC ASSOCIATES, FOR THE "VINE CREEK" 60 UNIT
APARTMENT PROJECT
PROJECT
DESCRIPTION: Vine Creek Apartments (Project) is a three-story, 100% affordable,
multi -family project, totaling sixty units, with fifteen units available for special needs occupants
(twelve units for autism and three units for sensory). The Project is located on three parcels,
approximately 130 feet north of the intersection of Main Street and Pujol Street, on the east side
of Pujol Street. Two of the parcels are owned by the City, as Housing Successor to the
Redevelopment Agency.
BACKGROUND: In 2015, the City as Housing Successor to the Former
Redevelopment Agency obtained clearance from the Department of Finance to spend the
remaining 2010 and 2011 affordable housing tax allocation bond proceeds for their originally
intended purpose — for the creation of affordable housing. As a result, the Supportive
Housing/Services Ad Hoc Subcommittee, then consisting of Council Members Naggar and
Washington, directed staff to create a Request for Proposal (RFP) to solicit proposals from
interested developers for the construction of affordable housing developments.
In February 2016, with input from the Subcommittee (then consisting of Council Members
McCracken and Naggar), staff issued an RFP to solicit development proposals that address one or
more of the following housing needs: seniors, veterans, special needs, transitional, or supportive.
In response to the RFP, the City received twenty proposals from thirteen developers on eight
different sites.
On February 28, 2017, staff presented all twenty proposals to the Supportive Housing/Services Ad
Hoc Subcommittee, now consisting of Council Member Rahn and Mayor Naggar. The
Subcommittee considered many facets of each project including the number of units, cash
assistance, City land donation request, target population, service provider, and program
description. The Subcommittee recommended that staff present the entire City Council with all of
the proposals.
On April 11, 2017, City Council recommended that eight proposals move forward to the next
round of analysis. On September 12, 2017, the Supportive Services/Housing Subcommittee
selected five development teams to interview with the Subcommittee and staff. On January 16,
2018, the Subcommittee made the final decision, and selected two projects to move forward with,
one of which is Vine Creek Apartments (Project).
Due to the timing of the 9% Low Income Housing Tax Credits (LIHTC) applications, Temecula
Pacific Associates (then Pacific West Communities), requested to enter into a Land Use
Entitlement Processing Agreement with the City, allowing them to move forward with the
entitlement process. This agreement allowed Temecula Pacific Associates (Developer) to
simultaneously pursue critical financing for the Project. The Project was approved by Planning
Commission on February 20, 2019.
Disposition and Development Agreement
On June 25, 2019, the City Council approved a Disposition and Development Agreement (DDA)
with Temecula Pacific Associates to establish the terms and conditions surrounding the
development of the Project, including a $2.7 million financial contribution and land donation.
First Amendment to the DDA
On November 10, 2020, the developer requested an amendment to the DDA by extending the term
of the agreement, to allow for additional applications for tax credit financing through the State.
The Developer will apply for tax credits through 2024, or until awarded.
Second Amendment to the DDA
Since the adoption of the DDA in 2019, the developer has submitted five (5) tax credit applications
to the State Tax Credit Allocation Committee (TCAC) as required by the DDA. Unfortunately,
the Project did not score as high as the other project applications in each of those five tax credit
application rounds. Tax credit financing is a critical source of funding for the Project. After the
fifth unsuccessful tax credit round, the developer approached the City and requested additional
funding in the amount of $4 million. The Developer explained that the additional funds would
increase the Project's tax credit score to a level that would make it much more competitive in
future tax credit rounds.
City staff engaged Keyser Marston Associates (KMA) to analyze and test the developers claim
that the additional City funds were necessary to make the Project more competitive in future tax
credit rounds. KMA's analysis revealed that with the additional City financial contribution of $4
million, the Project's tax credit tie -breaker score would rise from 48.1% currently, to 67.8%. Over
the last two tax credit rounds for the inland valley area, projects that had scores between 60-70%
won tax credits in those rounds. Therefore, KMA's analysis did reveal that an additional
contribution of $4 million to the Project significantly increased the likelihood that the Project
would win a future tax credit round.
Third Amendment to the DDA
The developer has requested an amendment to the DDA to adjust the City's percentage share of
residual receipts. The City's share of residual receipts will be shared with the County of Riverside
at a pro rata rate. This change has been requested because the County of Riverside is issuing a
secured loan to the developer for the purpose of financing the development. The City has engaged
Keyser Marston Associates (KMA) to ensure the City's financial interest are well represented.
FISCAL IMPACT: It is not anticipated that there will be a negative or positive fiscal
impact. If the project were to have a positive cash flow the City could potentially receive funds
that would go back to the Affordable Housing Fund.
ATTACHMENTS: 1. Resolution
2. Third Amendment to Disposition and Development Agreement
3. Second Amendment to the Disposition and Development
Agreement
4. First Amendment to the Disposition and Development
Agreement
5. Disposition and Development Agreement
6. 33433 Report
7. Notice of Public Hearing
RESOLUTION NO.2022-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF TEMECULA, ACTING IN ITS CAPACITY AS THE
HOUSING SUCCESSOR AND IN ITS CAPACITY AS THE
CITY APPROVING A THIRD AMENDMENT TO THE
DISPOSITION AND DEVELOPMENT AGREEMENT WITH
TEMECULA PACIFIC ASSOCIATES, FOR THE "VINE
CREEK" 60 UNIT APARTMENT PROJECT
THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS
FOLLOWS:
Section 1. Recitals. The City Council of the City of Temecula (the "City") hereby
finds, determines, and declares that:
A. The City of Temecula entered into a Disposition and Development Agreement
(DDA) dated June 25, 2019, providing for the conveyance of two parcels of real property to
Temecula Pacific Associates, generally located approximately 130 feet north of the Main Street
and Pujol Street intersection, on the east side of Pujol Street, for development as specified in the
DDA.
B. The City Council entered into a First Amendment to the Disposition and
Development Agreement dated November 10, 2020, providing the developer the ability to extend
the term of the DDA and to apply for additional tax credits in all tax credit rounds through 2024.
C. The City Council entered into the "SECOND AMENDMENT TO THE
DISPOSITION AND DEVELOPMENT AGREEMENT WITH TEMECULA PACIFIC
ASSOCIATES, FOR THE "VINE CREEK" 60 UNIT APARTMENT PROJECT" dated February
22, 2022.
Section 2. The City Council hereby approves the "THIRD AMENDMENT TO THE
DISPOSITION AND DEVELOPMENT AGREEMENT WITH TEMECULA PACIFIC
ASSOCIATES, FOR THE "VINE CREEK" 60 UNIT APARTMENT PROJECT" and authorizes
the Mayor to execute said Third Amendment on behalf of the City in substantially the form
presented to the City Council.
Section 3. Certification. The City Clerk shall certify to the adoption of this
Resolution.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula
this 20 day of November, 2022.
Matt Rahn, Mayor
ATTEST:
Randi Johl, City Clerk
[SEAL]
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss
CITY OF TEMECULA )
I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing
Resolution No. 2022- was duly and regularly adopted by the City Council of the City of
Temecula at a meeting thereof held on the 29th day of November, 2022, by the following vote:
AYES: COUNCIL MEMBERS:
NOES: COUNCIL MEMBERS:
ABSTAIN: COUNCIL MEMBERS:
ABSENT: COUNCIL MEMBERS:
Randi Johl, City Clerk
51
FiffokkMAYM
THIRD AMENDMENT TO
DISPOSITION AND DEVELOPMENT AGREEMENT
THIS THIRD AMENDMENT TO DISPOSITION AND DEVELOPMENT
AGREEMENT (the "Amendment") is dated as of November 29, 2022 and is entered into by and
between the CITY OF TEMECULA, as successor of the housing assets of the former Temecula
Redevelopment Agency (the "City"), and TEMECULA PACIFIC ASSOCIATES, a California
limited partnership ("Developer").
RECITALS
A. City and Developer entered into that certain Disposition and Development
Agreement as of June 25, 2019, which was amended by a First Amendment to Disposition and
Development Agreement dated November 10, 2020 and a Second Amendment to Disposition
and Development Agreement dated February 22, 2022 ("Agreement"). Capitalized terms used
but not defined herein shall be defined as set forth in the Agreement.
B. City and Developer desire to further amend the Agreement in order to
accommodate other public financing for the Project described in the Agreement.
AGREEMENT
NOW, THEREFORE, in consideration of the above recitals and of the mutual covenants
contained in this Amendment, the parties hereto agree as to amend the Agreement as follows:
1. Adjustment of City's Percentage Share of Residual Receipts. The City's share of
Residual Receipts shall be decreased to seventy percent (70%), provided that the Developer
gives the County of Riverside (which is also making a permanent secured loan to Developer for
the Project), thirty percent (30%) of such Residual Receipts as payments on its loan, such that the
City and said County, as permanent lenders, share in fifty percent (50%) of the Residual Receipts
in proportion to the principal amounts of their respective permanent loans.
Developer shall deliver copies of the County loan documents to City as a condition to
closing, and City's confirmation of the percentage of percentage of Residual Receipts allocated
to the County in the County loan documents shall also be a condition to closing.
Subject to the closing of such County loan at the Close of Escrow and Section 2 below,
the form of the Promissory Note to City attached as Exhibit "C" to the Agreement is hereby
replaced with the revised Promissory Note attached hereto as "New Exhibit C".
2. Subordination of County Loan Deed of Trust. The deed of trust securing the
County loan shall be recorded after the City Loan Deed of Trust and the City Regulatory
Agreements and Notice, and shall be subordinate to the City Loan Deed of Trust, Regulatory
Agreements and Notice. It shall be a condition to the Close of Escrow that the Title Company
issue to City, at Developer's cost, a lender's title policy in the amount of the City loan showing
the County deed of trust as being subordinate to the City Loan Deed of Trust, Regulatory
Agreements and Notice, and otherwise in form and substance reasonably satisfactory to City, and
-1-
11086-0111 \2728759v1.doe
51
FiffokkMAYM
that the County execute and deliver to the Title Company any documents required by the Title
Company to effectuate or confirm such subordination.
3. Conflict. Except as amended herein, the Agreement remains in full force and
effect. To the extent of any conflict between this Amendment and the Agreement, this
Amendment shall govern.
4. Counterparts. This Amendment may be executed in one or more counterparts,
each of which shall be deemed as original but all of which together shall constitute one and the
same instrument.
IN WITNESS WHEREOF, the parties hereto have entered into this Amendment
as of the day and year first above written.
DEVELOPER:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings IX, LLC
an Idaho limited liability company
By: Pacific West Communities, Inc.,
an Idaho corporation, its manager
ME
Caleb Roope, President and CEO
CITY:
CITY OF TEMECULA
LIM
Matt Rahn, Mayor
ATTEST:
Lo
Randi Johl, City Clerk
APPROVED AS TO FORM:
LE
Peter M. Thorson, City Attorney
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11086-0111 \2728759v1.doe
51
FiffokkMAYM
NEW EXHIBIT "C"
SECURED PROMISSORY NOTE
, 2022
Temecula, California
FOR VALUE RECEIVED, the undersigned [TEMECULA PACIFIC ASSOCIATES, a
California limited partnership] [?] ("Maker" or "Developer"), having its principal place of
business at , promises to pay to the order of the CITY OF TEMECULA, a
municipal corporation ("Payee" or "City"), at 41000 Main Street, Temecula, CA 92590, or at
such other place as the holder of this Note from time to time may designate in writing, the
principal sum of ($ [PURCHASE PRICE AMOUNT, BASED ON
UPDATED APPRAISAL; PLUS $698,281 OF DEFERRED CITY FEES; PLUS PERM.
LOAN OF $5,301,719] (the "Original City Principal Amount"), together with interest on the
unpaid principal amount of this promissory note (the "City Loan Note") from time to time
outstanding at the "Applicable Interest Rate," as defined below, in lawful money of the United
States of America. This City Loan Note is being delivered, and the loans evidenced hereby are
being made, pursuant to the terms of a Disposition and Development Agreement between
Developer and City ("DDA"). All capitalized terms used herein which are not separately defined
herein shall have the meanings set forth therefor in the DDA.
As of the date of this City Loan Note, the sum of $ [PURCHASE PRICE PLUS
DEFERRED FEES] of principal is outstanding; the remainder of the loan shall be disbursed by
City upon or after completion of the project described in the DDA, upon the written request of
Developer, as permanent financing to repay then -existing construction financing, subject to the
terms and conditions in Section 2.2 of the DDA. "Applicable Interest Rate" means three percent
(3%) per annum, simple interest, except that amounts not paid when due shall accrue interest
from the date due until the date paid at the lesser of. (i) seven percent (7%) per annum, simple
interest, or (ii) the maximum rate permitted by applicable law.
I. Payments. Payments under this City Loan Note shall be due and payable as
follow: Payments of percent (_.00%) of all Residual Receipts ("City Portion") payable
on April 15 after the first anniversary of completion of construction of the Project pursuant to the
DDA, and each anniversary thereafter until this City Loan Note has been satisfied in full.
Payments shall first be applied to accrued interest, then to the first $698,281.00 of principal
(representing deferred City fees), then to remaining outstanding principal. In addition, the entire
amount of outstanding principal and accrued interest and any additional amounts which become
owing hereunder shall be paid by Maker to Payee as of the earliest of (i) a default under the
DDA, the Regulatory Agreement entered pursuant to the DDA, or the deed of trust securing this
City Loan Note not cured within the applicable cure period after delivery of required notice; (ii)
as provided in Section 4 below; (iii) with respect to the first $698,281.00 of principal, thirty (30)
years after the date of this City Loan Note; and (iv) fifty-five (55) years after the date of this City
Loan Note (the "City Maturity Date").
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11086-0111 \2728759v1.doc
51
FiffokkMAYM
2. Secured by Deed of Trust. Repayment of this City Loan Note is secured by a
deed of trust (the "City Loan Deed of Trust") of this date executed by Maker for the benefit of
Payee encumbering the property described in the City Loan Deed of Trust (the "Property" or
"Site").
3. Prepayment. Maker shall have the right to prepay amounts owing under this City
Loan Note at any time, without penalty or premium.
4. Due on Sale or Encumbrance. In the event of any Transfer (as defined below) of
the Property, or any portion thereof or interest therein, Payee shall have the absolute right at its
option, without prior demand or notice, to declare all sums secured hereby immediately due and
payable. As used herein, the term "Transfer" means and includes the direct or indirect sale,
transfer, conveyance, assignment, or other alienation of the Property, or any portion thereof or
interest therein, whether voluntary, involuntary, by operation of law or otherwise, or the lease of
all or substantially all of the Property or of all or substantially all of the improvements located
thereon. Transfer shall not include the sale, transfer, assignment, pledge, hypothecation or
encumbrance by Developer's limited partner of its partnership interest to the extent permitted by
the DDA, nor shall Transfer include the removal of any general partner of Developer by the
limited partner for cause and the replacement of such removed general partner by another person
or entity in accordance with the terms of Developer's partnership agreement to the extent
permitted by the DDA. "Transfer" shall not include a Transfer permitted in the DDA so long as
Trustor complies with the provisions of the Regulatory Agreement relating to such leasing
activity. "Transfer" shall not include the leasing of individual Units on the Property. Failure of
Beneficiary to exercise the option to declare all sums secured hereby immediately due and
payable upon a Transfer will not constitute waiver of the right to exercise this option in the event
of any subsequent Transfer.
5. Miscellaneous.
(a) Governing Law. All questions with respect to the construction of this City
Loan Note and the rights and liabilities of the parties to this City Loan Note shall be governed by
the laws of the State of California.
(b) Binding on Successors. This City Loan Note shall inure to the benefit of,
and shall be binding upon, the successors and assigns of each of the parties to this City Loan
Note.
(c) Attorneys' Fees.
(i) Maker shall reimburse Payee for all reasonable attorneys' fees,
costs and expenses, incurred by Payee in connection with the enforcement of Payee's rights
under this City Loan Note, including, without limitation, reasonable attorneys' fees, costs and
expenses for trial, appellate proceedings, out -of -court negotiations, workouts and settlements or
for enforcement of rights under any state or federal statute, including, without limitation,
reasonable attorneys' fees, costs and expenses incurred to protect Payee's security and attorneys'
fees, costs and expenses incurred in bankruptcy and insolvency proceedings such as (but not
limited to) seeking relief from stay in a bankruptcy proceeding. The term "expenses" means any
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11086-0111 \2728759v1.doc
51
FiffokkMAYM
expenses incurred by Payee in connection with any of the out -of -court, or state, federal or
bankruptcy proceedings referred to above, including, without limitation, the fees and expenses of
any appraisers, consultants and expert witnesses retained or consulted by Payee in connection
with any such proceeding.
(ii) Payee shall also be entitled to its attorneys' fees, costs and
expenses incurred in any post judgment proceedings to collect and enforce the judgment. This
provision is separate and several and shall survive the merger of this City Loan Note into any
judgment on this City Loan Note.
(d) Entire Agreement. This City Loan Note and the relevant provisions of the
DDA constitute the entire agreement and understanding between and among the parties in
respect of the subject matter of such agreements and supersede all prior agreements and
understandings with respect to such subject matter, whether oral or written.
(e) Time of the Essence. Time is of the essence with respect to every
provision hereof.
(f) Waivers by Maker. Except as otherwise provided in any agreement
executed in connection with this City Loan Note, Maker waives: presentment; demand; notice of
dishonor; notice of default or delinquency; notice of acceleration; notice of protest and
nonpayment; notice of costs, expenses or losses and interest thereon; and diligence in taking any
action to collect any sums arising under this City Loan Note or in any proceeding against any of
the rights or interests in or to properties securing payment of this City Loan Note.
(g) Non -waivers. No previous waiver and no failure or delay by Maker in
acting with respect to the terms of this City Loan Note or the City Loan Deed of Trust shall
constitute a waiver of any breach, default, or failure of condition under this City Loan Note, the
City Loan Deed of Trust or the obligations secured thereby. A waiver of any term of this City
Loan Note, the City Loan Deed of Trust or of any of the obligations secured thereby must be
made in writing and shall be limited to the express written terms of such waiver. In the event of
any inconsistencies between the terms of this City Loan Note and the terms of any other
document related to the loan evidenced by this City Loan Note, the terms of this City Loan Note
shall prevail.
(h) Non -Recourse. Repayment of this Note and all other obligations of
Borrower hereunder, under the DDA, Regulatory Agreement or Deed of Trust shall be a non -
recourse obligation of Borrower, such that neither Borrower nor any partner of Borrower shall
have any personal obligation to make any payments or perform any other obligations of
Borrower.
(i) Cure by Limited Partners. City hereby agrees that any cure of any default
made or tendered by Developer's limited partners who shall have been identified in writing by
Developer to City and shall be deemed to be a cure by Developer and shall be accepted or
rejected on the same basis as if made or tendered by Developer; provided City shall have
received written notice by Developer of the identity of, and address for notices for, such limited
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11086-0111 \2728759v1.doc
51
FiffokkMAYM
partners and a copy of the applicable limited partnership agreement and amendments showing
they are limited partners.
MAKER:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings IX, LLC
an Idaho limited liability company
general partner
ME
Caleb Roope, President and CEO
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11086-0111 \2728759v1.doc
SECOND AMENDMENT TO
DISPOSITION AND DEVELOPMENT AGREEMENT
THIS SECOND AMENDMENT TO DISPOSITION AND DEVELOPMENT
AGREEMENT (the "Amendment") is dated as of February 22, 2022 and is entered into by and
between the CITY OF TEMECULA, as successor of the housing assets of the former Temecula
Redevelopment Agency (the "City"), and TEMECULA PACIFIC ASSOCIATES, a California
limited partnership ("Developer").
RECITALS
A. City and Developer entered into that certain Disposition and Development
Agreement as of June 25, 2019, which was amended by a First Amendment to Disposition and
Development Agreement dated November 10, 2020 ("Agreement").
B. City and Developer desire to further amend the Agreement to increase the amount
of the permanent loan to be made by City under the Agreement.
AGREEMENT
NOW, THEREFORE, in consideration of the above recitals and of the mutual covenants
contained in this Amendment, the parties hereto agree as to amend the Agreement as follows:
1. Increase in City Permanent Loan Amount. The City's permanent loan amount is
hereby increased by $4,000,000 (from $1,301,719 to $5,301,719), and the first two paragraphs of
Section 2.2 of the DDA are deleted and are replaced with the following:
"City shall make loans to Developer in the amount of (i) the Purchase Price; (ii)
$698,281.00 of deferred City fees (consisting of development impact fees,
Quimby fees, building permit fees, public works fees, fire dept. fees); and (iii)
$5,301,719 as a permanent loan (the " City Permanent Loan"), all on the terms set
forth in the promissory note ("City Loan Promissory Note") attached hereto as
Exhibit "C"."
2. Conflict. Except as amended herein, the Agreement remains in full force and
effect. To the extent of any conflict between this Amendment and the Agreement, this
Amendment shall govern.
3. Counterparts. This Amendment may be executed in one or more counterparts,
each of which shall be deemed as original but all of which together shall constitute one and the
same instrument.
IN WITNESS WHEREOF, the parties hereto have entered into this Amendment
as of the day and year first above written.
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1108 6-0111 \2614820v l . doc
DEVELOPER:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings IX, LLC
an Idaho limited liability company
By: Pacific West Communities, Inc.,
an Idaho corpo tion, its manager
By:
Caleb Koope, President and CEO
CITY:
CITY OF TEMECULA
Mayor , Matt Rahn
A
Ra , City Clerk
APPROVED AS TO FORM:
43ruee Ga}lt> a€ Richards,
Watson & Gershon, counsel to City
Peter M. Thorson, City Attorney
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1 1086-0111\2614820v I .doc
FIRST AMENDMENT TO
DISPOSITION AND DEVELOPMENT AGREEMENT
THIS FIRST AMENDMENT TO DISPOSITION AND DEVELOPMENT AGREEMENT
(the "Amendment") is dated as of November 10, 2020 and is entered into by and between the CITY
OF TEMECULA, as successor of the housing assets of the former Temecula Redevelopment
Agency (the "City"), and TEMECULA PACIFIC ASSOCIATES, A California limited partnership
("Developer").
RECITALS
A. City and Developer entered into that certain Disposition and Development
Agreement as of June 25, 2019 ("Agreement").
B. City and Developer desire to amend the Agreement to provide Developer with
additional time and support to identify additional subsidies and receive an award of tax credits.
AGREEMENT
NOW, THEREFORE, in consideration of the above recitals and of the mutual covenants
contained in this Amendment, the parties hereto agree as to amend the Agreement as follows:
1. Additional Tax Credit Applications.
(A) Section 5.1.8 of the Agreement is hereby amended and restated in its
entirety as follows:
"The failure of Developer to apply for 9% tax credits in both rounds for 2021 or 2022 until
awarded (provided that Developer, in its discretion, may apply for 4% tax credits instead of 9%
tax credits after two unsuccessful 9% rounds); the failure of Developer to apply for California state
tax credits in both rounds for 2023 or 2023 until awarded; or the failure to deliver to City evidence
of an application for tax credits after the application is submitted within ten (10) days of written
request from City."
(B) The Schedule of Performance that is attached to the Agreement is hereby
amended to reflect that the Developer will apply for tax credits in 2021, 2022, 2023 and 2024, until
awarded.
2. Additional Funds. City will cooperate in good faith with Developer to secure
additional funding sources for the Project of up to $2,800,000, including without limitation a
PHLA grant, funds available from Riverside County, or other funds available to the City for use
on housing or redevelopment projects.
-1-
3. Conflict. Except as amended herein, the Agreement remains in full force and
effect. To the extent of any conflict between this Amendment and the Agreement, this Amendment
shall govern.
4. Counteroarts. This Amendment may be executed in one or more counterparts, each
of which shall be deemed as original but all of which together shall constitute one and the same
instrument.
IN WITNESS WHEREOF, the parties hereto have entered into this Amendment as
of the day and year first above written.
DEVELOPER:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings VII, LLC
an Idaho limited liability company,
a general partner
By:
---
CalW Roope, Manager
CITY:
CITY OF TEMECULA
Flo, Qyy! t
or
AT T:
Ran i 3ohl, City Clerk
APPROVED AS TO FORM:
By:
Peter M. Thorson, City Attorney
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SCHEDULE OF PERFORMANCE
This Schedule of Performance requires the submission of plans or other documents at
specific times. Some of the submissions are not described in the text of the Agreement. Such
plans or other documents, as submitted, must be complete and adequate for review by the City or
other applicable governmental entity when submitted. Prior to the time set forth for each particular
submission, the Developer shall consult with City staff informally as necessary concerning such
submission in order to assure that such submission will be complete and in a proper form within
the time for submission set forth herein.
Action
Date / Deadline
Items 1 — 10 Relate to Developer Actions
and Requirements Prior to or through/at the
Close of Escrow
1.
Opening of Escrow. The Parties shall
Within five (5) business days after the award of
open escrow with the Escrow Holder.
tax credits.
2.
Preliminary Project Bud et. The
Prior and as a condition to Close of Escrow.
Developer shall submit a preliminary
Project Budget for the Improvements.
3.
.Final Plans and Specifications. The
Prior and as a condition to Close of Escrow.
Developer shall submit the Final Plans
and Specifications for City approval.
4.
Building Permits. The Developer shall
Prior and as a condition to the Close of Escrow.
obtain the Building Permit for the
construction of the Improvements.
5.
Construction Contract. The Developer
Prior and as a condition to the Close of Escrow.
shall submit the construction contract for
the construction of the Improvements to
the City for approval.
6.
Performance and Payment Bonds. The
Prior and as a condition to the Close of Escrow.
Developer shall deliver to the City
copies of the required performance and
payment bonds.
7.
Insurance. The Developer shall submit
Prior and as a condition to the Close of Escrow.
evidence of insurance to the City.
8.
Project Budget. The Developer shall
Prior and as a condition to the Close of Escrow.
submit the Project Budget to City
together with reasonable evidence that
all equity required will be available at
the Closing.
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Action
Date / Deadline
9. Tax Credit Applications/Award.
Developer must apply for 9% tax credits in the
second record for 2019, both records for 2020,
2021, 2022, 2023, 2024 (until awarded) and must
provide evidence thereof to City, and form a
limited partnership to provide for investment of
tax credit -based equity, and deliver a copy of the
partnership agreement to City. Developer must
be awarded tax credits and must provide evidence
thereof to City prior (and as a condition) to Close
of Escrow.
10. Tax Credit Equity. All tax credit equity
Prior and as a condition to Close of Escrow.
must have been invested in the
Developer entity and available for
Project Costs, as shown by reasonable
evidence delivered to City
Items 11 — 15 Relate to the Conveyance of the Land and Developer Actions and
Requirements After the Close of Escrow
11. Close of Escrow. The Developer shall
Within seven (7) months after award of tax
purchase the Land from the City and
credits, but not later than July 1, 2025.
shall concurrently close the
Construction Loan.
12. Commencement of Construction.
No later than 30 days after the Close of Escrow.
Developer shall substantially commence
the hn rovements.
13. Completion of Grading. Developer shall
Not later than six (6) months following the
substantially complete the grading for
commencement of construction.
the Project.
14. Commencement of Vertical
Not later than eight (8) months after the
Construction. Developer shall
commencement of construction.
commence vertical construction.
15. Co m letionQualification for
No later than fourteen (14) calendar months after
Certificate of Completion. The Project
the commencement of construction.
shall be completed and shall qualify for
a Certificate of Completion.
0
DISPOSITION AND DEVELOPMENT AGREEMENT
by and between the
CITY OF TEMECULA
and
TEMECULA PACIFIC ASSOCIATES.
a California limited partnership
11096-M 1123042S 1 v3. duc
TABLE OF CONTENTS
1. DEFINITIONS..................................................................................................................1
LI Definitions............................................................................................................. I
2. PURCHASE AND SALE OF THE PROPERTY.............................................................6
2.1 Purchase and Sale.................................................................................................6
2.2 Purchase Money Loan...........................................................................................7
2.3 Opening and Closing of Escrow...........................................................................8
2.4 Condition of Title.................................................................................................. 8
2.5 City Conditions to Close of Escrow......................................................................9
2.6 Developer Conditions to Close of Escrow..........................................................10
2.7 Costs....................................................................................................................10
2.8 Condition of the Property-- ........................... ................................................... 11
2.9 Deposits into Escrow by City.............................................................................13
2.10 Deposits into Escrow by Developer....................................................................14
2.11 Authorization to Record Documents and Disburse Funds..................................1 4
2.12 Escrow's Closing Actions...................................................................................15
3. DEVELOPMENT AND RESERVES COVENANTS...................................................15
3.1
Development of the Project................................................................................15
3.2
City's Right to Review Plans and Specifications...............................................16
3.3
Construction Contract.........................................................................................16
3.4
Costs of Entitlement, Development and Construction ............ ........................ _..16
3.5
Rights of Access and Inspection.........................................................................16
3.6
Local, State and Federal Laws............................................................................17
3.7
City and Other Governmental City Permits and Approvals...............................17
3.8
No Discrimination During Construction.............................................................17
3.9
Taxes, Assessments, Encumbrances and Liens..................................................17
3.10
No Agency Created.............................................................................................
I7
3.11
Certificate of Completion...................................................................................17
3.12
Capital Replacement Reserve.............................................................................17
4. LIMITATIONS ON TRANSFERS AND SECURITY INTERESTS ............................18
4.1
Restriction on Transfer of Developer's Rights and Obligations .........................
18
4.2
Holders of Deeds of Trust...................................................................................18
4.3
Rights of Holders................................................................................................18
4.4
Noninterference with Holders.............................................................................19
4.5
Right of City to Cure...........................................................................................19
4.6
Right of City to Satisfy Other Liens...................................................................19
5. DEFAULT, REMEDIES AND TERMINATION..........................................................19
5.1
Defaults...............................................................................................................
19
5.2
Remedies.............................................................................................................20
5.3
No Speculation....................................................................................................22
5.4
No Personal Liability ..........................................................................................
5.5
Rights and Remedies are Cumulative.................................................................22
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1 14R6-0001 \23042510.doc
TABLE OF CONTENTS (cont.)
Pam
5.6 Inaction Not a Waiver of Default........................................................................22
5.7 Force Majeure.....................................................................................................23
6. INSURANCE.................................................................................................. . ...... ..... 23
6.1 Insurance.............................................................................................................23
6.2 Indemnity............................................................................................................24
7. REPRESENTATIONS AND WARRANTIES...............................................................25
7,1 Developer Representations....................................................I............................25
7.2 City Representation.....................................................----...................................25
8. GENERAL PROVISIONS ............................................. .....25
8.1
Notices................................................................ ..................... .........................25
8.2
Construction........................................................................................................26
8.3
Interpretation....................................................................................................... 26
8.4
Time of the Essence............................................................................................ 26
8.5
Warranty Against Payment of Consideration for Agreement .............................26
8.6
Attorneys' Fees................................................................................................... 26
8.7
Entire Agreement.................................................................................................27
8.8
Severabil ity.........................................................................................................
27
8.9
No Third Party Beneficiaries.. ........ ...................................................................27
8.10
Governing Law...................................................................................................27
8.11
Survival...............................................................................................................27
8.12
City Actions........................................................................................................27
8.13
Counterparts........................................................................................................27
TABLE OF EXHIBITS
EXHIBIT "A"
LEGAL DESCRIPTION OF LAND OWNED BY CITY
EXHIBIT "A-1"
DESCRIPTION OF LAND OWNED BY DEVELOPER
EXHIBIT "B"
FORM OF GRANT DEED
EXHIBIT "C"
FORM OF CITY LOAN PROMISSORY NOTE
EXHIBIT "D"
FORM OF CITY LOAN DEED OF TRUST
EXHIBIT "E"
SCHEDULE OF PERFORMANCE
EXHIBIT "F"
SCOPE OF DEVELOPMENT
EXHIBIT "G"
FORM OF NOTICE OF AFFORDABILITY RESTRICTIONS
EXHIBIT "H"
FORMS OF AFFORDABILITY RESTRICTIONS AND REGULATORY
AGREEMENTS (2)
EXHIBIT "I"
FORM OF CERTIFICATE OF COMPLETION
EXHIBIT "J"
BASE PRO -FORMA
-it-
11086-W01 %2304251vldoc
DISPOSITION AND DEVELOPMENT AGREEMENT
THIS DISPOSITION AND DEVELOPMENT AGREEMENT (the "Agreement") is
dated as of June 25, 2019 and is entered into by and between the CITY OF TEMECULA, as
successor of the housing assets of the former Temecula Redevelopment Agency (the "City"), and
TEMECULA PACIFIC ASSOCIATES, A California limited partnership ("Developer").
RECITALS
A. City believes it owns the land described on Exhibit "A" (the "Property"), having
acquired the Property from the former redevelopment agency as a housing asset. The City is the
successor to the housing assets of the former redevelopment agency, which initially acquired the
Property using low/mod housing set -aside funds.
B. Developer desires to acquire the Property from City for the purpose of developing
a sixty (64) unit apartment complex (the "Project") on both the Property and on adjacent
property already awned by Developer that is described on Exhibit "A -I".
A material inducement to the City to enter into this Agreement is the agreement by
Developer to develop the Project as provided herein, and not convey any portion of the Project
until it is complete.
AGREEMENT
NOW, THEREFORE, in consideration of the above recitals and oi" the n11.11LMI covenants
contained in this Agreement, the parties hereto agree as follows:
DEFINITIONS.
1.1 Definitions. The following capitalized terms used in this Agreement shall
have the meanings set forth below:
1.1.1 "Affiliated Person" means, when used in reference to a specific
person, any person that directly or indirectly controls or is controlled by or under common
control with the specified person, any person that is an officer or director of, a trustee of, or a
general partner, managing member or operator in, the specified person or of which the specified
person is an officer, director, trustee, general partner or managing member.
1.1.2 "Agreement" means this Disposition and Development Agreement.
1.1.3 "Approved Title Exceptions" is defined in Section 2.4.1.
1.1.4 "Base Pro Forma" means the Project pro forma (with projections
of Operating Expenses, Gross Revenues and Housing Rent) attached hereto as Exhibit "J".
1.1.5 "Building Permit" means, collectively, any and all permits
necessary to grade the Land and construct the Project that would be issued by the City.
1 1 [Miff-0001 \23642510,doe
1.1.6 "Capital Replacement Reserve" means a reserve fund to be
established by the Developer pursuant to Section 3.12 hereof.
Section 3.11.
1.1.7 "Certificate of Completion" means the certificate described in
l .1. S "City" means the City of Temecula, a municipal corporation.
1.1.9 "City Manager" means the City Manager of the City.
l .1.10 "Close of Escrow" is defined in Section 2.3.
l .1.1 1 "Construction Contract" is defined in Section 3.3.
1.1.12 "Debt Service" means required debt service payments and reserve
deposits under the Senior Project Loan.
Greer.
1.l .13 "Default" is defined in Section 5.1.
1.1.14 "Deposit" is defined In Section 2.2.
1.1.15 "Disapproved Title Exceptions" is defined in Section 2.4.1.
1.1.1 G "Escrow" is defined in Section 2.3.
1.1.17 "Escrow Holder" means Commonwealth Land Title Attn: Cheryl
1.1.18 "FIRPTA Affidavit" is defined in Section 2.9.1.3.
1.1.19 "Force Majeure Delay" is defined in Section 5.7.
1.1.20 "General Contractor" is defined in Section 3.3.
1.1.21 "Grant Deed" is defined in Section 2.4.2.
1.1.22 "Gross Revenues" means the sum of. the total rental income and
all other revenues or income received by the Developer or its successors or assigns in connection
with the Project, including without limitation Housing Rent, laundry charges or consideration
received from an entity that contracts to provide laundry services, payments in connection with
Section S certificates, if any (including payments under such certificates that are in excess of the
restricted rents provided for herein), cable income or consideration received from an entity that
contracts to provide cable services, each of (i) amounts paid to Developer or any Affiliated
Person on account of Operating Expenses for further disbursement by Developer or such affiliate
to a third parry or parties, including, without limitation, grants received to fund social services or
other housing supportive services at the Project, (ii) late charges and interest paid on rentals, (iii)
rents and receipts from licenses, concessions, vending machines, coin laundry, and similar
sources: (iv) other fees, charges, or payments not denominated as rental but payable to Developer
in connection with the rental of office, retail, storage, or other space in the Project; (v)
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1 1096.0W 1/2304251 v3Am
consideration received in whole or in part for the cancellation, modification, extension or
renewal of leases; (vi) interest and other investment earnings on security deposits, reserve
accounts and other Project accounts to the extent disbursed, and (vii) all other income from the
Project, but does not include insurance proceeds applied to reconstruct or repair the Project.
1.1.23 "Hazardous Materials" means any chemical, material or substance
now or hereafter defined as or included in the definition of hazardous substances, hazardous
wastes, hazardous materials, extremely hazardous waste, restricted hazardous waste, toxic
substances, pollutant or contaminant, imminently hazardous chemical substance or mixture,
hazardous air pollutant, toxic pollutant, or words of similar import under any local, state or
federal law or under the regulations adopted or publications promulgated pursuant thereto
applicable to the Land, including, without limitation: the Comprehensive Environmental
Response, Compensation and Liability Act of 1980, 42 U.S.G. 9601, et seq. ("CERCLA"), the
Hazardous Materials Transportation Act, as amended, 49 U.S.C. 1801, et seq.: the Federal Water
Pollution Control Act, as amended, 33 U.S.C. 1251, et seq.; and the Resource Conservation and
Recovery Act of 1976, 42 U.S.C. 6901, et seq. ("RCRA") The term Hazardous Materials shall
also include any of the following: any and all toxic or hazardous substances, materials or wastes
listed in the United States Department of Transportation Table (49 CFR 172,101) or by the
Environmental Protection City as hazardous substances (40 CFR. Part 302) and in any and all
amendments thereto in effect as of the Close of Escrow Date; oil, petroleum, petroleum products
(including, without limitation, crude oil or any fraction thereof), natural gas, natural gas liquids,
liquefied natural gas or synthetic gas usable for fuel, not otherwise designated as a hazardous
substance under CERCLA; any substance which is toxic, explosive, corrosive, reactive,
flammable, infectious or radioactive (including any source, special nuclear or by product
material as defined at 42 U.S.C. 2011, et seq.), carcinogenic, mutagenic, or otherwise hazardous
and is or becomes regulated by any governmental authority; asbestos in any form; urea
formaldehyde foam insulation; transformers or other equipment which contain dielectric fluid
containing levels of polychlorinated byphenyls. radon gas; or any other chemical, material or
substance (i) which poses a hazard to the Land, to adjacent properties, or to persons on or about
the Land, (ii) which causes the Land to be in violation of any of the aforementioned laws or
regulations, or (iii) the presence of which on or in the Land requires investigation, reporting or
remediation under any such laws or regulations.
1.1.24 "Holder" is defined in Section 4.2.
1.1.25 "Housing Rent" means the total of payments by the tenants of the
Project for (a) use and occupancy of their rental unit and facilities associated therewith, (b) any
separately charged fees or service charges assessed by Developer which are required of all
tenants, other than security deposits (until they are applied), (c) a reasonable allowance for
utilities not included in (a) or (b) above, including garbage collection, sewer, water, electricity
and gas, provided that the rent charged as to any affordable unit shall not exceed the affordable
rent described in the Regulatory Agreement.
1.1.26 "Improvements" means all buildings, landscaping, infrastructure,
utilities, and other improvements to be built on the Land, as described in the Scope of
Development.
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1 10$d-CM112304251 v3.doc
1.1.27 "Institutional Lender" means US Bank, Wells Fargo, Citibank,
Chase, Rabobank, Pacific Western Bank, or if reasonably acceptable to City, any other reputable
and established bank ( State or Federal), savings bank (State or Federal), trust company,
insurance company, credit union, pension, welfare or retirement fund or system, real estate
investment trust (or an umbrella partnership or other entity of which a real estate investment trust
is the majority owner). Federal or State agency regularly making or guaranteeing mortgage
loans, investment bank or Fortune 500 company, or any combination of, any one or more of the
entities described above.
1.1.28 "Land" means the land described on Exhibits "A" and "A-1"
attached hereto.
1.1 29 "Lender" means the molder of any Security Instrument and such
holder's successors and assigns.
1.1.30 "Operating Expenses" means actual, reasonable and customary
costs, fees and expenses directly incurred and for which payment has been made and which are
attributable to the operation, maintenance, and management of the Project (but not any capital
replacement reserves or other reserves, expenditures or capital, including without limitation the
following (to the extent actual, reasonable and customary, and attributable to the operation,
maintenance or management of the Project): painting, cleaning, repairs and alterations;
landscaping; utilities; rubbish removal, sewer charges; real and personal property taxes and
assessments; insurance premiums; security; advertising, promotion and publicity; office,
janitorial, cleaning and building supplies; actual and customary salary payable to an on -site
manager which directly and exclusively benefits residents of the Project; reasonable partnership
management fees if required by Developer's partnership agreement but not to exceed $6,000 a
year, increased by 2% a year, for the general partner, and not to exceed $5,000 increased by 2% a
year for lease years 1-15, for limited partners; a management fee ("Management Fee") to a third
party property manager of not to exceed six percent (6%) of Gross Revenues: purchase, repairs,
servicing and installation of appliances, equipment, fixtures and furnishings; reasonable and
customary fees and expenses of accountants, attorneys, consultants and other professionals as
incurred commencing after the completion of the Project (as evidenced by the issuance by City
of a certificate of occupancy) in connection with the operation of the Project; payments of
deductibles in connection with casualty insurance claims not normally paid from reserves; and
payment of any tax credit adjuster payments and deferred developer fees. The Operating
Expenses shall not include non -cash expenses, including without limitation, depreciation.
Operating Expenses shall also exclude all of the following: (i) salaries of employees of
Developer or Developer's general overhead expenses, or expenses, costs and fees paid to an
Affiliated Person; (ii) any amounts paid directly by a tenant of the Project which, if incurred by
Developer, would be Operating Expenses; (iii) optional or elective payments with respect to the
Senior Project Loan; (iv) any payments with respect to any loan or financing other than the
Senior Project Loan or a Refinancing; (v) expenses, expenditures, and charges of any nature
whatsoever arising or incurred by Developer prior to completion of the Project, or any portion
thereof, including, without limitation, all predevelopment and preconstruction activities
conducted by Developer in connection with the Project, including, without limitation, the
preparation of all plans and the performance of any tests, studies, investigations or other work,
and the construction of the Project and any on site or off site work in connection therewith; (vi)
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1 1 OS6-0001 \2 30425 10. doc
depreciation, amortization, and accrued principal and interest expense on deferred debt; and (vii)
any partnership internal fees except as set forth above. The Operating Expenses shall be reported
in the Annual Financial Statement and Residual Receipts Report and shall be broken out in line -
item detail.
1.1.31 "Party" means any party to this Agreement, and "Parties" means
all parties to this Agreement.
1.1.32 "Permitted Exceptions" is defined in Section 2.4.2.
1.1.33 "Permitted Security Instrument" means any Security Instrument (a)
that encumbers only the Project; (b) a copy of which, together with the related loan documents, is
promptly after execution delivered to City, (c) that is held by a Lender that is an Institutional
Lender, and (d) only secures the repayment of money used to pay or reimburse the Total
Development Costs or any Refinancing permitted by this Agreement.
1.1.34 "Plans and Specifications" means all drawings, landscaping and
grading plans, engineering drawings, final construction drawings, and any other plans or
specifications for construction of the Project.
1.1.35 "Project" means the Land and Improvements.
1.1.36 "Project Budget" is defined in Section 2.5.1.
1.1.37 "Purchase Price" is defined in Section 2.1.
1.1.38 "Refinancing" means any loan secured by a Permitted Security
Instrument that Developer obtains to pay off all or a portion of an existing loan secured by a
Permitted Security Instrument and costs in connection the loan.
1.1.39 "Released Parties" is defined in Section 2.8.3.
1.1.40 "Residual Receipts" for a particular Operating Year means Gross
Revenues for the corresponding Operating Year less (i) Debt Service payments made during
such Operating Year on the Senior Project Loan in amounts not in excess of the amounts due and
payable during such Operating Year (i.e. not including prepayments), and (ii) Operating
Expenses. All calculations of Residual Receipts shall be made annually, on or before April 15
for the preceding Operating Year, on a cash (and not accrual) basis and the components thereof
shall be subject to verification and approval, on an annual basis, based upon conformity with the
terms of this Agreement and the City Loan Promissory Note, by City,
1.1.41 "Schedule of Performance" means the schedule attached hereto as
Exhibit "B".
l .1.42 "Scope of Development" means the description attached hereto as
Exhibit "C'.
1.1.43 "Senior Project Loan" means the loan or loans that Developer
obtains from an Institutional Lender in an amount that is sufficient to pay and the proceeds of
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1 1 ON64JO0113304251 vldoc
which are to be used and applied solely to pay (a) the reasonable costs of obtaining such loan,
and (b) the Total Project Costs. Such loan shall provide for normal and customary disbursement
controls for the payment of Total Project Costs as construction of the Project progresses and
normal and customary fees and expenses for a loan of similar size and purpose. Such loan may
also provide for a portion of the loan to convert to a permanent loan status following completion
of the Project. Any refinancing of a Senior Project Loan that either (1) does not exceed the
outstanding principal balance of the loan refinanced plus refinancing loan closing costs or (ii) has
Debt Service which does not exceed the Debt Service on the loan being refinanced shall also be a
Senior Project Loan
1.1.44 "Title Company" shall mean the Escrow Holder (i.e., the Title
Company and the Escrow Holder are the same).
1.1.45 "Total Project Costs" means all hard and soft costs of the
construction of the Project, including land costs and carry costs, as set forth in the Project
Budget.
1.1.46 "Transfer" is defined in Section 4.1.1.
1.1.47 "Transferee" is defined in Section 4.1.2.
1.1.48 "Withholding Affidavit" is defined in Section 2.8.1.2.
2. PURCHASE AND SALE OF THE PROPERTY- PURCHASE PRICE•
DEPOSIT.
2.1 Purchase and Sale, Purchase Price, Deposit.
2.1.1 Purchase and Sale Purchase. In accordance with and subject to the
terms and conditions hereinafter set forth, the City agrees to sell the Property to Developer, and
Developer agrees to purchase the Property from the City.
2.1.2 Purchase Price. The purchase price for the Property to be paid by
Developer (the "Purchase Price") shall be the fair market value of the Property based on an
appraisal for appraisal update) obtained by City from a reputable MAI appraiser at Developer's
cost that is dated no earlier than six (6) months prior to the Closing Date. Said fair market value
as of the date hereof is $710,000.00. (Developer shall reimburse City for the costs of the
appraisal and any update within ten days after written demand from City with evidence of the
costs.) Notwithstanding anything to the contrary contained herein, the Close of Escrow shall not
occur until such time as the Closing Conditions, as defined in Section 2.7 hereof, have been
satisfied. At the Close of Escrow, the City shall convey title to the Property to Developer by
grant deed in the form attached hereto as Exhibit "B" (the "Grant Deed").
2.1.3 Deposit. Within ten (1 Q) business days after the date this
Agreement is executed by the City and delivered to Developer, the Developer shall deposit the
sum of TEN THOUSAND AND NO1140 DOLLARS ($1 U,4a0AD) with City (the "Deposit").
The Deposit shall be held by City in a non -interest bearing account. In the event the Close of
Escrow does not occur due to a default by Developer, the Deposit shall be delivered to and
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1I086-0001L304251v3Aoc
retained by the City as liquidated damages for such default. If this Agreement is terminated by
Developer pursuant to its terms prior to the CIose of Escrow, or if the Close of Escrow occurs,
then the Deposit shall be returned to Developer. DEVELOPER AND CITY AGREE THAT
BASED UPON THE CIRCUMSTANCES NOW EXISTING, KNOWN AND UNKNOWN, IT
WOULD BE IMPRACTICAI. OR EXTREMELY DIFFICULT TO ESTABLISH CITY'S
DAMAGES BY REASON OF A DEFAULT BY DEVELOPER PRIOR TO THE CLOSE OF
ESCROW. ACCORDINGLY, DEVELOPER AND CITY AGREE THAT IN THE EVENT OF
A DEFAULT BY DEVELOPER PRIOR TO THE CLOSE OF ESCROW, CITY SHALL BE
ENTITLED TO THE DEPOSIT AS LIOUIDALEED,DAMAGES.
Developer Initials: _' I 1 J/ CityJ)1iti
2.2 Purchase Mone E"o6; Deferred Fee Loan; Cdhtin ent Permanent Loan.
City shall make loans to Developer in the amount of (i) the Purchase Price; (ii) $698,291.00 of
deferred City fees (consisting of development impact fees, Quimby fees, building permit fees,
public works fees, fire dept. fees), and (iii) $1,301,719 as a permanent loan (the " City
Permanent Loan") on the terms set forth in the promissory note ("City Loan Promissory Note")
attached hereto as Exhibit "C"; however, the Developer acknowledges and agrees that: (a) the
City's obligation to fund the City Permanent Loan is limited to funds received by the City from
SERAF Repayments (as defined below) and not any other funds of the City, and (b) if the
SERAF Repayments (as defined below) received by the City during fiscal years 2019-20 and
2020-21 total less than $1,301,719, then the principal amount of the City Permanent Loan will be
reduced to the actual amount of SERAF Repayments received by the City during fiscal years
2019-20 and 2020-21.
As used herein, the term "SERAF Repayments" shall mean funds to be received
by the City from the Successor Agency to the Temecula Redevelopment Agency (the "Successor
Agency"), which in turn shall have been received by the Successor Agency from the Riverside
County Auditor -Controller's disbursements from the Redevelopment Property Tax Trust Fund
pursuant to Line Item No. 4 of the Successor Agency's annual Recognized Obligation Payment
Schedule as approved by the California State Department of Finance (for repayments under the
Health and Safety Code Sections 33690(a), 33690.5 and 34171(d)(1)(G)].
The City Loan Promissory Note shall be secured by a deed of trust on the Project
in the form attached hereto as Exhibit "D" ("City Loan Deed of Trust"). The City shall
reasonably subordinate the City moan Deed of Trust to the deed of trust securing the Senior
Project Loan by a reasonable subordination agreement approved by the City Manager. The City
loan shall be repaid with Residual Receipts, as described in the City Loan Promissory Note.
On or before April 15 of each calendar year, Developer shall provide the City
with an annual Residual Receipts report in form and substance reasonably acceptable to City that
include annual financial statements with respect to the Project that have been reviewed by an
independent certified public accountant, together with an express written opinion of such
independent certified public accountant that such report presents the financial position, results of
operations and cash flows of the Project accurately and in accordance with tax accounting
principles (-Annual Financial Report"). In the event the Residual Receipts reported or paid
deviate by three percent (3%) or more from that amount determined to be owing upon review of
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Developer's submittal and, an audit (and the City shall have the right to audit), Development
shall reimburse City for its cost to review and shall pay the amounts owing.
2.3 Opening and Closing of Escrow. Within five (5) business days after tax
credits are awarded, the City and the Developer shall cause an escrow (the "Escrow") to be
opened with Escrow Holder for the sale of the Property by the City to Developer and for the
closing of Senior Project Loan. The Parties shall deposit with Escrow Holder a fully executed
duplicate original of this Agreement as the escrow instructions for the Escrow. The City and
Developer shall provide such additional instructions as shall be necessary and consistent with
this Agreement. Provided that each of the conditions to closing described in Section 2.7 have
been satisfied, Escrow shall close (the "Close of Escrow") within seven (7) months after the
award of tax credits, but not later than March 1, 2021. If the Close of Escrow does not occur by
such date, any party not then in default may terminate this Agreement by written notice to the
other and all the funds and documents deposited with Escrow Agent shall be promptly refunded
or returned, as the case may be, by Escrow Agent to the depositing party, except that all escrow
and title cancellation fees shall be paid by Developer.
2.4 Condition of Title: Title Insurance.
2.4.1 Title Exceptions; Survey. Upon City's delivery to Developer of a
copy of this Agreement executed by City, City shall obtain a preliminary title report for the
Property (the "PTR") from the Title Company and shall deliver it (or cause it to be delivered to)
Developer which shall include hyperlinks to copies of the title exception documents. Developer
shall have thirty (30) days after delivery of the PTR to Developer to review and approve or
disapprove any title exceptions in the PTR, and notify City in writing of any such title exceptions
to which Developer objects.] Upon the execution of this Agreement, Developer may cause an
ALTA survey ("Survey") to be performed within thirty (30) days and shall promptly deliver a
copy of the Survey to the City together with any objections (if any) to any title exceptions shown
on the Survey. City shall have twenty (20) days after delivery by Developer to City of a written
objection to a title exception to notify Developer in writing that City will: (a) remove one or
more of the applicable exception(s) or cause them to be removed by the end of the Due Diligence
Period (as defined in Section 2.8.2 below) or reasonably insured over by the Title Company; (b)
decline to remove exceptions (or to cause them to be reasonably insured). Failure by City to so
notify Developer shall be deemed to be City's election not to remove or otherwise address the
applicable title exception(s). If City notifies Developer that City will remove (or cause to be
removed) one or more of such title exceptions, then City shall do so on or before the Close of
Escrow (unless this Agreement is terminated by Developer under this Section or Section 2.8.2
below). If City fails to so notify Developer as to any exception, or declines to remove or insure
over title exceptions, then Developer may terminate this Agreement by written notice to City. if
Developer fails to so terminate this Agreement, Developer shall be deemed to have approved and
accepted the applicable title exceptions (which, together with any title exceptions approved or
created by Developer, are hereinafter referred to as the "Approved Title Exceptions"). As used
herein, the term "Disapproved Title Exceptions" shall mean any title exceptions that City has
agreed to remove, cause to be removed or cause to be "insured over".
2.4.2 At the Close of Escrow, the City shall convey title to the Property
to Developer by grant deed in the form attached hereto as Exhibit "B" (the "Grant Deed"). Title
to the Property shall be conveyed subject to: (i) non -delinquent current real property taxes and
11086-0001 U304251 v4.doc
assessments not yet due for the tax year during which the conveyance occurs, (ii) all Approved
Title Exceptions, and (iii) the terms of this Disposition and Development Agreement and other
covenants included in the Grant Deed (collectively, the "Permitted Exceptions"). After the date
of the PTR, City shall not further encumber the Property without Developer's prior written
consent.
2.5 City Conditions to Close of Escrow. The obligation of the City to close
Escrow shall be subject to the satisfaction (or express written waiver by the City Manager) of
each of the following conditions (collectively, the "City Conditions"):
2.5.1 Developer shall have submitted to the City Manager, and the City
Manager shall have approved, a comprehensive project budget, showing line items for each type
of expenditure and the applicable sources of funds (the "Project Budget"), together with a copy
of all commitments obtained by the Developer for constriction financing, permanent financing,
and other financing from external sources (including tax credit equity) to assist in financing the
development of the Development, certified by the Developer to be true and correct, and an
audited financial statement (or other evidence in a form satisfactory to the City) demonstrating
that the Developer has sufficient additional capital funds (i.e., "equity") available and is
committing such funds to cover the difference, if any, between costs of development of the
Development and the funds available to the Developer (the "Project Budget").
2.5.2 The Developer shall have delivered to the City a copy of the
construction loan documents, financial terms of which must be consistent with the Project
Budget.
2.5.3 The Senior Project Loan shall close prior to or concurrently with
the Close of Escrow.
2.5.4 The City Manager shall have approved the executed Construction
Contract for the Project, as provided in Section 3.3 hereof.
2.5.5 The Developer shall have submitted to the City Manager a
description of the legal and ownership structure of the Developer and any assignee (and its
organizational documents) and the City Manager shall have approved such entity and documents.
2.5.6 The City shall have received evidence acceptable to the City
Manager that the construction -related insurance required by Section 6.1 of this Agreement shall
be in effect,
2.5.7 All conditions to the issuance of the Building Permit shall have
been approved/issued.
2.5.8 The Developer shall have provided evidence to the City that the
Developer's general contractor is experienced, creditworthy and able to construct and complete
the Project (pursuant to the Construction Contract) and, unless such bonds are waived (Le., and
not required) by the lender of the Senior Project Loan, evidence that the obligations of
Developer's general contractor to construct the Project have been bonded, for the express benefit
of Developer, Developer's construction fender and the City. If the bonding requirement applies,
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1 1096-OW 1 \2304251 O.doc
Developer shall secure and deposit with the City a Performance Bond and a Labor and Material
Payment Bond (in the form of ALA form A311 or A312), issued by a surety admitted to issue
insurance in the State of California and otherwise acceptable to the City Manager, securing the
faithful performance by the General Contractor of the completion of construction of the
Improvements free of all liens and claims, within the time provided in the Schedule of
Performance attached hereto. Such bond shall be in an amount equal to one hundred percent
(100%) of the stipulated sum or guaranteed maximum price, as applicable. Such construction
bond shall name the City as a co -obligee and may also name Developer and Developer's
construction lender as co obligees. Such construction bond shall be issued by a company
acceptable to the City and listed in the current United States Treasury Department circular 570
and otherwise within the underwriting limits specified for that company in such circular. All of
the foregoing shall be satisfactory in forn and substance to the City Manager.
2.6 Developer Conditions to Close of Escrow. The obligations of the
Developer to close escrow shall be subject to the satisfaction (or waiver by Developer) of the
following conditions (the "Developer Conditions");
2,6.1 There shall have been no change to the physical condition of the
Property and no new title exceptions after the date of the PTR that, in either case, would
materially and adversely affect the development, use or operation of the Project.
2.6.2 City's removal (or Title Company's reasonably insuring over) all
Disapproved Title Exceptions.
2.6.3 The representation of the City contained in Section 7.2 of this
Agreement being true and correct.
2.6.4 The delivery by City of all documents and funds required to be
delivered pursuant to Section 2.9 hereof.
2.6.5 The Title Company shall have committed to issue at the Close of
Escrow an owner's title insurance policy, with any extended coverage and endorsements
requested by Developer, showing fee simple title to the Land vested in Developer (or
Developer's assignee as permitted by this Agreement), subject only to the Permitted Exceptions.
2.6.6 City shall have performed, observed and complied with all
covenants, agreements and conditions required by this Agreement to be performed, observed and
complied with on its part prior to or as of the Close of Escrow.
2.7 Costs; Escrow Holder Settlement Statement.
2.7.1 Developer shall be solely responsible for all costs and expenses
related to the Survey, the costs of extended title insurance coverage and any title insurance
endorsements (other than those obtained by City to "insure -over" a title exception), and fifty
percent (50%) of the Escrow fees. City shall be responsible for the other fifty percent (50%) of
the Escrow Fees, the costs of the standard Owner's policy of title insurance, documentary
transfer taxes, and any endorsements obtained by City to "insure -aver" title exceptions.
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1 1086-O001 \2304251 QAoc
2.7.2 Escrow Holder is authorized on the CIose of Escrow to pay and
charge the Developer for any fees, charges and costs payable under Section 2.6.1 as set forth on
the settlement statements approved by the Parties. Before such payments are made, Escrow
Holder shall notify the City and Developer of the fees, charges, and costs necessary to close
under the Escrow, by delivering draft settlement statements to the Parties for their mutual
approval.
2.8 Condition of the Property.
2.8.1 "As -is" Sale. Developer acknowledges and agrees that, except as
expressly set forth herein, Developer is acquiring the Land in its "AS IS" condition, WITH ALL
FAULTS, IF ANY, AND, EXCEPT AS EXPRESSLY SET FORTH HEREIN, WITHOUT ANY
WARRANTY, EXPRESS OR IMPLIED and neither City nor any agents, representatives,
officers, or employees of City have made any representations or warranties, direct or indirect,
oral or written, express or implied, to Developer or any agents, representatives, or employees of
Developer with respect to the condition of the Property, its fitness for any particular purpose, or
its compliance with any laws, and Developer is not aware of and does not rely upon any such
representation to any other party. Except as expressly set forth herein, neither City nor any of its
representatives is making or shall be deemed to have made any express or implied representation
or warranty, of any kind or nature, as to (a) the physical, legal or financial status of the Property,
(b) the Land's compliance with applicable laws, (c) the accuracy or completeness of any
information or data provided or to be provided by City, or (d) any other matter relating to the
Property.
2.8.2 Delivery of Document by City; Inspections _ by Developer; Due
Diligence Period. Within ten (10) business days after the date of this Agreement. City shall
deliver to Developer copies of all material, non -privileged documents in the possession of City
that pertain to the Property (the "Documents"). Upon the execution of this Agreement until the
date that is ninety (90) days after the date of this Agreement (the "Due Diligence Period"),
Developer and its contractors and consultants who are designated in writing to City ("Developer
Designee's") shall have the right to enter onto the Property (without disturbing any occupants
thereof) for the purpose of performing the Survey, hazardous materials inspections, soils
inspections and other physical inspections and investigations; provided, however, that: (a)
Developer shall deliver copies of all inspection reports to City; (b) no inspections or
investigations shall damage the Property or any improvements thereon or shall be "invasive"
unless the City has received a plan describing the scope of the inspection or investigation and has
approved such plan in writing, which approval shall not be unreasonably withheld; (c) Developer
shall immediately repair all damage caused by or related to its inspections; and (d) neither
Developer nor any of Developer's Designees shall enter the Property unless Developer has
provided City reasonable written evidence (such as insurance certificates and/or copies of
policies) that the activities of Developer and the Developer Designees are covered by reasonable
liability insurance naming City as an additional insured. Developer shall defend, indemnify and
hold City harmless from and against any and all claims, liabilities, losses, damages, costs and
expenses (including, without limitation, attorneys' fees and cost) resulting from the entry onto
the Property for such purposes or for purposes of performing the Survey. if Developer
disapproves to any condition of the Property or any Document, then Developer may terminate
11086-OUO 112304251 v3.doc
this Agreement by written notice to City given on or prior to the end of the Due Diligence Period
that describes the basis for the disapproval.
2.8.3 Releases and Waivers. Developer acknowledges and agrees that in
the event Developer does not approve of the condition of the Property under Section 2.8.2,
Developer's sole right and remedy shall be to tenninate this Agreement under and in accordance
with Section 2.8.2_ Consequently, Developer hereby waives any and all objections to or
complaints regarding the Property and its condition, including, but not limited to, federal, state or
common law based actions and any private right of action under state and federal law to which
the Land is or may be subject, including, but not limited to, CERCLA (as defined in Section
1.1.19), RCRA (as defined in Section 1.1.19), physical characteristics and existing conditions,
including, without limitation, structural and geologic conditions, subsurface soil and water
conditions and solid and hazardous waste and Hazardous Materials on, under, adjacent to or
otherwise affecting the Property. Developer further hereby assumes the risk of changes in
applicable laws and regulations relating to past, present and future environmental conditions on
the Property and the risk that adverse physical characteristics and conditions, including, without
limitation, the presence of Hazardous Materials or other contaminants, may not have been
revealed by its investigations.
Developer and anyone claiming by, through or under Developer also
hereby waives its right to recover from and fully and irrevocably releases City and its council
members, board members, employees, officers, directors, representatives, agents, servants,
attorneys, successors and assigns ("Released Parties") from any and all claims, responsibility
and/or liability that it may now have or hereafter acquire against any of the Released Parties for
any costs, loss, liability, damage, expenses, demand, action or cause of action arising from or
related to (i) the condition (including any defects, errors, omissions or other conditions, latent or
otherwise, and the presence in the soil, air, structures and surface and subsurface waters of
materials or substances that have been or may in the future be determined to be Hazardous
Materials or otherwise toxic, hazardous, undesirable or subject to regulation and that may need to
be specially treated, handled and/or removed from the Property under current or future federal,
state and local laws regulations or guidelines), valuation, salability or utility of the Land, or its
suitability for any purpose whatsoever, and (ii) any information furnished by the Released Parties
under or in connection with this Agreement. This release includes claims of which Developer is
presently unaware or which Developer does not presently suspect to exist which, if known by
Developer, would materially affect Developer's release to City. Developer specifically waives
the provision of California Civil Code Section 1542, which provides as follows:
"A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS
WHICH THE CREDITOR DOES NOT KNOW OR EXPECT TO
EXIST IN HIS FAVOR AT THE TIME OF EXECUTING THE
RELEASE, WHICH IF KNOWN TO HIM MUST HAVE
MATERIALLY AFFECTED THE SETTLEMENT WITH THE
DEBTOR."
In this connection and to the extent permitted by law, Developer hereby agrees,
represents and warrants that ❑eveloper realizes and acknowledges that factual matters now
unknown to it may have given or may hereafter give rise to causes of action, claims, demands,
debts, controversies, damages, costs, losses and expenses which are presently unknown,
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unanticipated and unsuspected, and Developer further agrees, represents and warrants that the
waivers and releases Herein have been negotiated and agreed upon in light of that realization and
that Developer nevertheless hereby intends to release, discharge and acquit Released Parties
from any such unknown causes of action, claims, demands, debts, controversies, damages, costs,
losses and expenses which might in any way be included as a material portion of the
consideration given to City by Developer in exchange for City's performance hereunder.
Developer hereby agrees that, if at any time after the Close of Escrow any third
party or any governmental agency seeks to hold Developer responsible for the presence of, or
any loss, cost or damage associated with, Hazardous Materials in, on, above or beneath the
Property or emanating therefrom, then Developer waives any rights it may have against City in
connection therewith. including. without limitation, under CERCLA (as defined in Section
1.1.19 and Developer agrees that it shall not (i) implead the City, (ii) bring a contribution action
or similar action against City, or (iii) attempt in any way to hold City responsible with respect to
any such matter. The provisions of this Section 2.8.3 shall survive the Close of Escrow.
City has given Developer material concessions regarding this transaction in
exchange for Developer agreeing to the provisions of this Section 2.8.3. City and Developer
have each initialed this Section 2 8.3 to further indicate their awareness and acceptance of each
and every provision hereto
DEVELOPER'S INITIALS
2.8.E Environmental Indenmity. From or after the Close of Escrow,
Developer shall indemnify, protect, defend and hold harmless the City, and the City's officials,
officers, attorneys, employees, consultants, agents and representatives, from and against any and
all claims, liabilities, suits, losses, costs, expenses and damages, including but not limited to
attorneys' fees and costs, arising directly or indirectly out of any claim for loss or damage to any
property, including the Property, injuries to or death of persons, or for the cost of cleaning up the
Land and removing Hazardous Materials or toxic substances, materials and waste therefrom, by
reason of contamination or adverse effects on the environment, or by reason of any statutes,
ordinances, orders, rules or regulations of any governmental entity or agency requiring the clean
up of any Hazardous Materials caused by or resulting from any Hazardous Material, or toxic
substances or waste existing on or under. any portion of the Property acquired by Developer or
other portion of the Land.
2.9 Deposits into Escrow by City.
2.9. : The City hereby covenants and agrees to deliver to Escrow Holder
prier to the CIose of Escrow the following instruments and documents, the delivery of each of
which shall be a condition of the Close of Escrow:
2.9.1.1 A Grant Deed duly executed and acknowledged by the
City. in the form attached hereto as Exhibit "B".
2.9.12 If required by Escrow Molder, the affidavit as
contemplated by California Revenue and Taxation Code 590 ("Withholding Affidavit"};
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2.9.1.3 If required by Escrow Holder, a Certification of Non
Foreign Status in accordance with I.R.C. Section 1445 (the "FIRPTA Certificate');
2.9.1.4 A Subordination Agreement subordinating the City
Deed of Trust and the Affordability Restrictions and Regulatory Agreement (Low/Mod Set
Aside Fund) (but not the Affordability Restrictions and Regulatory Agreement (Density Bonus))
to the Construction Loan deed of trust, in a form reasonably approved by the City Manager.
2.9.1.5 A counterpart of a Notice of Affordability Restrictions
in the form attached hereto as Exhibit "G", executed by City and acknowledged (the "Notice").
2.9.1.6 A counterpart of two (2) Affordability Restrictions and
Regulatory Agreements in the forms attached hereto as Exhibit "H", duly executed by City and
acknowledged ("Regulatory Agreements").
2.9.1.7 A Request for Notice, duly executed by the City and
acknowledged (with respect to the Construction Loan deed of trust) (the "Request").
2.9.1.8 Such proof of the City's authority and authorization to
enter into this transaction as the Title Company may reasonably require in order to issue
Developer's policy of title insurance.
2.10 Deposits into Escrow by Developer.
2.10.1 The Developer hereby covenants and agrees to deliver to Escrow
Holder prior to the Close of Escrow the following instruments and documents duly executed and
acknowledged where appropriate, the delivery of each of which shall be a condition of the Close
of Escrow:
2.10.1.1 The City Loan Deed of Trust, duly executed by
Developer and acknowledged.
2.10.1.2 Counterparts of the Regulatory Agreements, duly
executed by Developer and acknowledged.
2.10.1.3 A counterpart of the Notice, duly executed by
Developer and acknowledged.
2.11 Authorization to Record Documents and Disburse Funds. Escrow Holder
is hereby authorized to record the documents and disburse the funds and documents called for
hereunder upon the Close of Escrow, provided each of the following conditions has then been
fulfilled:
(i) The Title Company is unconditionally committed to issue in favor
of Developer an owner's Policy of Title Insurance, with liability equal to the Purchase
Price (or such lesser amount as shall have been requested by Developer), showing the
Land vested in Developer subject only to the Permitted Title Exceptions.
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1 1086-0001 M04251 O.doc
(ii) The City and the Developer shall have deposited in Escrow the
documents and funds required pursuant to Sections 2.9 and 2.10, and the City has
confirmed that Developer shall have delivered to City an executed original of the
Promissory Note in the form attached hereto as Exhibit "C".
(iii) The City and Developer have confinmed to Escrow Holder that all
other City Conditions and Developer Conditions have been satisfied or expressly waived
in writing by the Party benefited thereby.
Unless otherwise instructed in writing, Escrow Holder is authorized to record at the Close of
Escrow any instrument delivered through this Escrow if necessary or proper for issuance of
Developer's title insurance policy.
2.12 Escrow's Closing Actions. On the CIose of Escrow, Escrow Holder shall:
2.12.1 Record the Grant Deed, then the Regulatory Agreements, then the
Notice, then the deed of trust securing the Senior Project Loan, then the City Loan Deed of Trust,
then the Request, and finally the Subordination Agreement in the Official Records of Riverside
County;
2.12.2 Issue the Title Policy (or cause the Title Company to issue the Title
Policy);
2.12.3 Prorate assessments, rents, and other charges as of the Close of
Escrow in accordance with the settlement statements approved by the Parties and pay the costs
shown thereon;
2.12.4 From funds deposited by Developer, pay costs payable by
Developer as shown on the approved preliminary settlement statement approved by City and
Developer settlement statement, and return any excess to Developer;
2.12.5 Prepare and deliver to both Developer and the City one signed
copy of Escrow Holder's final settlement statement showing all receipts and disbursements of
the Escrow; and
2.12.E If applicable, deliver the 1~IRPTA Certificate and the Withholding
Affidavit to Developer.
3. DEVELOPMENT AND RESERVES COVENANTS.
3.1 Development of the Project. Developer shall develop the Project in
accordance with the Scope of Development, the Schedule of Performance, all requirements of
any and all applicable federal, state and local laws, rules and regulations (including any
conditions of approval required by the City in its governmental capacity), the Plans and
Specifications, and all other terms, conditions and requirements of this Agreement. Developer
shall comply with the Schedule of Performance in a timely manner, provided that the obligations
of Developer set forth therein which are to be performed after the Close of Escrow shall be
delayed by Force Majeure Delays, if applicable. Until a Certificate of Completion is issued, the
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Developer shall promptly provide the City with written, detailed progress reports, as reasonably
requested by the City, regarding the status of the construction of the Improvements.
3.2 City's Right to _ Review Plans and Specifications. In connection with
construction of the Project, Developer shall comply in all respects with Plans and Specifications
approved by the City. The City in its proprietary capacity (i.e., its capacity as a party to this
contract, as opposed to its governmental capacity) shall have the right to review all Plans and
Specifications for the Improvements prior to their submission to the City in its governmental
capacity to ensure that the Improvements are constructed in accordance with the Scope of
Development and the other applicable provisions of this Agreement.
3.3 Construction Contract. Developer shall retain one or more reputable and
financially responsible general contractors (each, a "General Contractor") to undertake the
construction of the Project. Each General Contractor shall be acceptable to and approved in
writing by the City Manager (in the exercise of his sole and absolute discretion), licensed in
California, shall have any other licenses required by the City, and shall be experienced in
constructing the type of improvements constituting the Improvements, provided that Pacific
West Builders, Inc. is hereby approved as General Contractor. On or before the date set forth in
the Schedule of Performance, Developer shall enter into a written contract, in form and substance
reasonably acceptable to the City Manager (the "Construction Contract"), with the General
Contractor(s) for performing the work constituting the construction of all of the Project. Each
such Construction Contract shall be a guaranteed maximum cost contract or, stipulated sum
insuring construction of the improvements for a fixed or maximum price, and shall obligate the
General Contractor to commence and complete such construction in accordance with this
Agreement and all applicable federal, state and local laws, rules and regulations. Each such
Construction Contract shall provide for retention of at least ten percent (10%) (reduced to 5%
retainage following 50% Project completion) from each progress payment (except there shall be
no retention for any items excused from retention as specified in the Construction Contract) until
the final payment, and said final payment shall not be paid to the General Contractor until the
portion of the Project covered by such Construction Contract shall have been completed to
Developer's satisfaction, and Developer shall have obtained all appropriate lien waivers from the
General Contractor and its subcontractors, or bonds acceptable to Developer in form and amount,
insuring against loss arising from any mechanics', laborers', materialmen's or similar liens filed
against the Project.
3.4 Costs of Entitlement, Development and Construction. The Developer
agrees that all costs, expenses and fees associated with the development and construction of the
Project including the costs for developing and constructing the Improvements thereon (including,
but not limited to, the land acquisition costs and governmental permits and approvals) shall be
borne by Developer.
3.5 Rights of Access and Inspection. In addition to those rights of access to
and across the Land to which the City and the City may be entitled by law, members of the staffs
of the City and the City shall have a reasonable right of access to the Land, without charge or
fee, at any reasonable time, upon reasonable notice to Developer (which may be telephonic
notice to 208-461-0022) to inspect the work being performed at the Land in connection with the
initial development of the Project but shall not be obligated to do so and City shall not be liable
for any failure to disclose any information discovered by City (or that could or should have been
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11086- O1L3042510.doe
discovered by any City inspection). The City shall also have the right at all reasonable times to
inspect and copy the books, records and all other documentation of the Developer pertaining to
its obligations under this Agreement.
3.6 Local, State and Federal Laws. Developer shall carry out the construction
of the Improvements on the Land in confonnity with all applicable federal, state and local laws,
including all applicable federal and state occupation, safety and health standards.
3.7 City and Other_ Governmental City Permits and Approvals. Before
commencement of construction or development of any work of improvement on the Land,
Developer shall (at Developer's expense) secure, or cause to be secured, the Building Permit.
3.8 No Discrimination During Construction. Developer, for itself and its
successors and assigns, agrees that it shall not discriminate against any employee or applicant for
employment because of age, sex, marital status, race, handicap, color, religion, creed, ancestry,
or national origin in the construction of the Improvements.
3.9 Taxes, Assessments, Encumbrances and Liens, Developer shall pay when
due all real property taxes and assessments assessed or levied on portions of the Land from time
to time owned by Developer, commencing immediately after closing of the land acquisition.
3.10 No Agency Created. In performing this Agreement, Developer is an
independent contractor and not the agent of the City. The City is not an agent of Developer. The
City shall not have any responsibility whatsoever for payment to any contractor or supplier of
Developer or its contractors. Developer shall not have any responsibility whatsoever for
payment to any contractor or supplier of the City.
3.11 Certificate of Completion. Upon Developer's completion of the
construction of the Project, Developer will apply to the City for a Certificate of Completion
(which shall be substantially in the form attached hereto as Exhibit "I"). The City's issuance of
the Certificate of Completion shall constitute the acknowledgement of the City that Developer
has complied in all respects with its development obligations (and only the development
obligations) set forth in this Article 3. Promptly following the City's issuance of a certificate of
occupancy for the entire project, and provided that Developer is then in full compliance with all
of its obligations under Article 3 of this Agreement, the City Manager shall execute,
acknowledge and deliver the Certificate of Completion, which shall be recorded in the Official
Records of Riverside County and shall include, in form reasonably acceptable to Developer, an
express termination or reconveyance of the City's rights under Section 6.2.2(ii) of this
Agreement and the Grant Deed. If the City Manager believes that the Developer is not in
compliance with its obligations under this Article 3, the City Manager shall promptly specify the
nature of such non-compliance by written notice to Developer.
3.12 Capital Replacement Reserve. Upon completion of the Project, Developer
shall annually set aside $250 per unit or such greater amount as may be required by the Senior
Project Loan documents delivered to City, from the gross rents received by the Project into a
separate capital replacement reserve account identified in writing to City. Funds in the Capital
Replacement Reserve shall be used only for capital repairs, improvements and replacements to
the accepted accounting principles. The non -availability of funds in the Capital Replacement
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1 10864)00) \2304251 vldoc
Reserve does not in any manner relieve or lessen Developer's obligations to undertake any and
all necessary capital repairs, improvements or replacements and to continue to maintain the
Project in the manner prescribed in this Agreement or the Regulatory Agreements.
4. LIMITATIONS ON TRANSFERS AND SECURITY INTERESTS.
4.1 Restriction on Transfer of Developer's Rights and Obligations. Prior to
issuance of a Certificate of Completion for the Project, Developer shall not sell, assign, transfer,
mortgage, Iease (except for leases/rental agreement that comply with the Regulatory Agreement,
and that are conditioned upon Project completion), hypothecate, or convey (collectively, a
"Transfer") the Project or any part thereof or any of Developer's rights or obligations hereunder,
or agree to do so, or transfer fifty percent (50%) or more of the ownership interests in Developer
in a single transaction or series of transactions, without the City's prior written consent, which
consent may be granted or withheld in the City's sole and absolute discretion, except that the
City's consent shall not be required for the admission of one or more tax credit limited partner(s)
or execution of one or more deeds of trust and related instruments securing Developer's
construction loan (provided a copy is given to City), a conveyance of the Project resulting from
the foreclosure thereof (or a deed in lieu of such a foreclosure). Developer acknowledges that
the identity of Developer is of particular concern to the City, and it is because of Developer's
identity that the City has entered into this Agreement with Developer. Except for any Transferee
approved by the City pursuant to this Section 4.1, and except for any Holder (defined in Section
4.2) Project, no voluntary or involuntary successor in interest of Developer shall acquire any
rights or powers under this Agreement prior to the issuance of a Certificate of Completion. No
transfer or assignment of Developer's interest hereunder without the City's prior written
approval shall be deemed to release Developer from the obligations of Developer hereunder.
4.2 Holders of Deeds of Trust. Notwithstanding any provisions of Section 4.2
to the contrary, Developer shall have the right to hypothecate its interest in the Land and the
Project pursuant to one or more deeds of trust from an institutional lender, for the purpose of
securing loans of funds to be used for financing the direct and indirect costs of the Project
( including land development costs, reasonable and customary developer fees, loan fees and costs,
and Other normal and customary project costs), or for refinancing the construction financing with
pennanent financing. Any institutional lender of record holding any such deed of trust, whose
name and address shall have been provided by Developer to City referred to herein as a
"Holder."
4.3 Rights of Holders. The City shall deliver a copy of any notice or demand
to Developer concerning any breach or default by Developer under this Agreement to each
Holder who has previously made a written request to the City for special notice hereunder. Any
notice of breach or default by Developer shall not be effective against any such Holder unless
given to such Holder. Such Holder shall have the right at its option to cure or remedy any such
default and to add the cost thereof to the secured debt and the lien of its security interest. If such
breach or default can only be remedied or cured by such Holder upon obtaining possession, such
Holder may remedy or cure such breach or default within a reasonable period of time after
obtaining possession, provided such Holder seeks possession with diligence through a receiver or
foreclosure. Such Holder shall not undertake or continue the construction or completion of the
Improvements beyond the extent necessary to conserve or complete the Improvements. Any
Holder completing the Improvements must assume all rights and obligations of Developer under
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this Agreement and shall then be entitled, upon written request made to the City, to a Certificate
of Completion from the City.
4-4 Noninterference with Holders. The provisions of this Agreement do not
limit the right of Holders (a) to foreclose or otherwise enforce any mortgage, deed of trust, or
other security instrument encumbering all or any portion of the Project, (b) to pursue any
remedies for the enforcement of any pledge or lien encumbering such portions of the Project, or
(c) to accept, or cause its nominee to accept, a deed or other conveyance in lieu of foreclosure or
other realization, In the event of (i) a foreclosure sale under any such mortgage, deed of trust or
other lien or encumbrance, (ii) a sale pursuant to any power of sale contained in any such
mortgage or deed of trust, or (iii) a deed or other conveyance in lieu of any such sale, the
purchaser or purchasers and their successors and assigns, and such portions of the Project shall
be, and shall continue to be, subject to all of the conditions, restrictions and covenants of all
documents and instruments recorded pursuant to this Agreement, including, without limitation,
the restrictions set forth in the grant deed on such property from the City to Developer. The City
agrees to execute such further documentation regarding the rights of any Holder as is customary
with respect to construction or permanent financing, as the case may be, to the extent that such
documentation is reasonably requested by any Holder and is reasonably approved by the City
Manager.
4.5 Right of City to Cure. In the event of a default or breach by the Developer
of a loan by a Holder prior to the completion of the Improvements, the City may, upon prior
written notice to the Developer, cure the default, prior to the completion of any foreclosure. In
such event the City shall be entitled to reimbursement from the Developer of all costs and
expenses incurred by the City in curing the default. The City shall also be entitled to a lien upon
the Project or any portion thereof to the extent of such costs and disbursements. The City agrees
that such lien shall be subordinate to any lien in favor of a Holder, and the City shall execute
from time to time any and all documentation reasonably requested by the Developer to effect
such subordination.
4.6 Right of City to Satisfy Other Liens. After the Close of Escrow and after
the Developer has had a reasonable time to challenge, cure, or satisfy any liens or encumbrances
on the Project or any portion thereof, and has failed to do so, in whole or in part, the City shall,
upon prior written notice to the Developer, have the right to satisfy any such lien or
encumbrances; however, nothing in this Agreement shall require the Developer to pay or make
provision for the payment of any tax, assessment, lien or charge so long as the Developer in good
faith shall contest the validity or amount therein and so long as such delay in payment shall not
subject the Land or any portion thereof to forfeiture or sale.
5. DEFAULT, REMEDIES AND TERMINATION.
5.1 Defaults. The occurrence of any or all of the following shall constitute a
default ("Default") under this Agreement:
5.1.1 Developer's failure to perform its obligations on a timely basis as
contained in the Schedule of Performance (as extended pursuant to Section 5.7), or any breach of
this Agreement by any Party involving the payment of money, and the continuance of such
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breach for a period of ten (10) days after the non defaulting Party has given written notice to the
defaulting Party;
5.1.2 Except as otherwise provided in Section 5.I.1 hereof, a breach of
any other term of this Agreement by any Party not involving the payment of money and failure
of such Party to cure such breach within thirty (30) days after the non defaulting Party has given
written notice to the defaulting Party; provided, however, if such breach is not reasonably
curable within such thirty (30) day period, then such Party shall be deemed in Default only if
such Party does not commence to cure such breach within such thirty (30) day period and
thereafter fails to diligently prosecute such breach to completion;
5.1.3 Developer's violation of Section 4.1;
5.1.4 Developer's failure or refusal to keep in force and effect any
material permit or approval with respect to construction of the Project, and Developer's failure to
cure such breach within thirty (30) calendar days after notice from the City of Developer's
breach; provided, however, if such breach is not reasonably curable within such thirty (30) day
period, then Developer shall be deemed in Default only if Developer does not commence to cure
such breach within such thirty (30) day period and thereafter fails to diligently prosecute such
breach to completion, or
5.1.5 Filing of a petition in bankruptcy by or against any Party or
appointment of a receiver or trustee of any property of any Party, or an assignment by any Party
for the benefit of creditors, or adjudication that such Party is insolvent by a court, and the failure
of such Party to cause such petition, appointment, or assignment to be removed or discharged
within 180 days.
5.1.6 The failure to comply with any of the material requirements of
Section 6 below;
5.1.7 1f applicable under Section 2.5.18, the failure to maintain, or the
cancellation of, any of the bonds described in Section 2.5.18 prior to the issuance of a Certificate
of Completion.
5.1.8 The failure of Developer to apply for 9% tax credits in the second
round for 2019 and both rounds for 2020 until awarded, or the failure to deliver to City evidence
of an application for tax credits after the application is submitted within ten (10) days of written
request from City
5.2 Remedies.
5.2.1 Remedies Prior to the Close of Escrow. In the event of a Default
by any Party prior to the Close of Escrow, the nondefauiting Party shall have the right to
terminate this Agreement (provided it is not in Default of its obligation under this Agreement),
by delivering written notice thereof to the defaulting Party. Such Party may seek against the
defaulting Party any available remedies at law or equity, including but not limited to, the right
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11096-0001 \23 0425 1 A. doe
to receive damages (excluding damages for lost profits) or to pursue an action for specific
performance.
5.2.2 Remedies for Default After the Close of Escrow. In the event of a
Default by any Party after the Close of Escrow, a non defaulting party shall be entitled to the
following remedies, as applicable:
(i) A defaulting Party shall be liable to the non defaulting Party for all
damages, costs and losses incurred by the non defaulting Party, and the non defaulting
Party may seek against the defaulting Party any available remedies at law or equity,
including but not limited to the right to receive damages or to pursue an action for
specific performance; and
(ii) Prior to the issuance of the Certificate of Completion, the City
shall have the following right of reversion in the event that that Developer fails to timely
complete grading, timely commence vertical construction, or timely complete the
Improvements, all as required by the Schedule of Performance, subject to Force Majeure
Delays.
If Developer fails to timely complete grading, fails to timely commence restricted
construction, or fails to timely complete the Improvements by the applicable deadlines in the
Schedule of Performance (as extended by Force Majeure Delays). the City may terminate this
Agreement and reenter and take possession of the Land and all Improvements thereon, and revest
in the City title to the Property theretofore conveyed to the Developer (or its successors in
interest) and the Improvements, take any and all actions necessary to commence and complete
the enforcement of its reversionary interest, and in such event the Developer agrees to promptly
take all actions and to execute all documents necessary to revert title to the Land and
Improvements to the City free and clear of all liens and encumbrances created by or with the
consent of Developer.
City hereby agrees that any cure of any default made or tendered by Developer's
limited partners who shall have been identified in writing by Developer to City and shall be
deemed to be a cure by Developer and shall be accepted or rejected on the same basis as if made
or tendered by Developer; provided City shall have received written notice by Developer of the
identity of, and address for notices for, such limited partners and a copy of the applicable limited
partnership agreement and amendments showing they are limited partners.The City Manager
shall, however, execute (and cause to be duly acknowledged and delivered for recordation) a
reasonable subordination agreement required by the lender of the Senior Project Loan
subordinating such right of reversion to the deed of trust securing the Senior Project Loan.
Upon re -vesting in the City of title to the Land and Improvements as provided in
this Section, the City shall, use good faith efforts to resell the same pursuant to a disposition and
development agreement, and upon such resale, the proceeds thereof shall be applied as follows:
1. First, to reimburse the City for any payment made
by City to any holder of a lien on the Project or any parties thereof or interest
therein to cause such lien to be released or reconveyed;
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1108h-0001\2304251v4.doc
2. Second, to reimburse the City for all costs and
expenses incurred by the City, including but not limited to salaries of personnel
and legal fees incurred in connection with the recapture, management, and resale
of the Land and Improvements and (but less any income derived by the City from
any part of the Land in connection with such management); all taxes, installments
of assessments payable prior to resale, and applicable water and sewer charges
with respect to the Land and Improvements or any portion thereof; and
expenditures made or obligations incurred with respect to the making or
completion of the Project; and any amounts otherwise owed to the City by the
Developer.
3. Third, to reimburse the City for other damages by
reason of the Developer's default.
4. Fourth. to reimburse the Developer for:
(a) The lesser of the reasonable cost or the fair
market value of the improvements the
Developer has placed on the Land or
applicable portion thereof at the Developer's
cost (i.e., using equity and not loan funds);
less
(b) The gains or income withdrawn or made by
the Developer from the Land and
Improvements.
5. Fourth, any balance remaining after such
reimbursements shall be retained by the City as its property.
5.3 No Speculation. The rights established in this Article are to be interpreted
in light of the fact that the City will convey the Land to Developer for development and
operation of the Project thereon and not for speculation in undeveloped land or for construction
of different improvements.
5.4 No Personal Liability. No representative, agent, attorney, consultant, or
employee of the City shall personally be liable to the Developer or any successor in interest of
Developer, in the event of any Default or breach by the City, or for any amount which may
become due to Developer or any successor in interest, on any obligation under the terms of this
Agreement.
5.5 Rights and Remedies are Cumulative. The rights and remedies of the
parties are cumulative, and the exercise by either party of one or more of such rights or remedies
shall not preclude the exercise by it, at the same time or different times, of any other rights or
remedies for the same default or any other default by the non defaulting Party; provided,
however, that liquidated damages specified herein shall constitute the sole damages recoverable
for the default giving rise to such liquidated damages.
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5.6 Inaction Not a Waiver of Default. Any failures or delays by either Party
in asserting any of its rights and remedies as to any default shall not operate as a waiver of any
default or of any such rights or remedies, or deprive either such Party of its rights to institute and
maintain any actions or proceedings which it may deem necessary to protect, assert or enforce
any such rights or remedies. The acceptance by a Party of less than the full amount due from the
other party shall not constitute a waiver of such Party's right to demand and receive the full
amount due, unless such Party executes a specific accord and satisfaction.
5.7 Force Majeure. Following the Close of Escrow, and notwithstanding
anything to the contrary in this Agreement, nonperformance shall be excused when performance
is prevented or delayed by reason of any of the following forces reasonably beyond the control of
such party (a "Force Majeure Delay"): (i) failure to perform by Developer attributable to any
strike, lockout or other labor or industrial disturbance (whether or not on the part of the
employees of either party hereto), civil disturbance, future order claiming jurisdiction, act of the
public enemy, war, riot, sabotage, blockade, embargo, inability to secure customary materials,
supplies or labor through ordinary sources by reason of regulation or order of any government or
regulatory body; or (ii) delay attributable to severe weather, lightning, earthquake, fire, storm,
hun-icane, tornado, flood, washout, explosion, or any other cause beyond the reasonable control
of the party from whom performance is required, or any of its contractors or other
representatives. Any prevention, delay or stoppage due to any Force Majeure Delay shall excuse
the performance of the party affected for a period of time equal to any such prevention, delay or
stoppage (except the obligations of either party to pay money to the other party or to close
escrow) provided that the Party claiming the Force Majeure Delay notifies the other Party of the
Force Majeure Delay within a reasonable time not to exceed ten business days) after the
commencement of the Force Majeure Delay.
6.1 Insurance.
6.1.1 From and after the Close of Escrow and for so long as title to the
Land has not reverted to by the City, Developer shall obtain and maintain at no cost or expense
to the City, with a reputable and financially responsible insurance company reasonably
acceptable to the City, (i) after the opening of the Project for business, commercially reasonable
casualty insurance for the Improvements in an amount not less than the replacement cost of the
Improvements (subject to commercially reasonable deductibles) with a reasonable inflation rider;
(ii) commercial broad form general liability insurance, insuring against claims and liability for
bodily injury, death, or property damage arising from the construction, use, occupancy,
condition, or operation of the Land, which liability insurance shall provide combined single limit
protection of at least $2,000,000 and shall include a reasonable inflation rider, contractual
liability coverage and products and completed operations coverage, and (iii) commercial
automobile liability insurance of at least $1,000,000 combined single limit. Such liability
insurance policies shall name the City and their council members, board members, officers,
agents and employees as additional insureds.
6.1.2 Before commencement of any demolition or construction work by
Developer on any portion of the Land owned by Developer, Developer shall obtain and maintain
in force until completion of such work (i) "all risk" builder's risk insurance, including coverage
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for vandalism and malicious mischief, in a form and amount and with a company reasonably
acceptable to the City, and (h) workers' compensation insurance covering all persons employed
by Developer in connection with work on the Project, or any portion thereof. During the
construction of Improvements on any portion of the Land by Developer, such builder's risk
insurance shall cover improvements in place and all material and equipment at the job site
furnished under contract, but shall exclude contractors', subcontractors', and construction
managers' tools and equipment and property owned by contractors' and subcontractors'
employees.
6.13 Each architect and each engineer engaged by Developer shall
provide professional liability insurance with a limit of liability of at least One Million Dollars
(S 1,00p,000.Q4).
6.1.4 Developer shall also furnish or cause to be furnished to the City
evidence satisfactory to the City that any contractor with whom it has contracted for the
performance of work on the Land or otherwise pursuant to this Agreement carries workers'
compensation insurance as required by law.
6.1.5 With respect to each policy of insurance required above, Developer
and each of Developer's general contractors, engineers and architects shall furnish to the City a
certificate on the insurance carrier's form setting forth the general provisions of the insurance
coverage promptly after written request by City showing the additional insureds. The certificate
shall also be furnished by Developer prior to commencement of construction of any
Improvements.
6.1.6 All such policies required by this Section shall contain (i) language
to the effect that the policies cannot be cancelled or materially changed except after thirty (30)
days' written notice by the insurer to the City, and (ii) a waiver of the insurer of all rights of
subrogation against the City and the other additional insureds. All such insurance shall have
deductibility limits which shall be commercially reasonable.
6.2 Indemnity. From and after the execution of this Agreement, Developer
hereby agrees to indemnify, defend, protect, and hold harmless the City (as a third party
beneficiary) and any and all agents, employees, representatives, council members, board
members, consultants, and officers of the City, from and against all losses, liabilities, claims,
damages (including foreseeable or unforeseeable consequential damages), penalties, fines,
forfeitures, costs and expenses (including all reasonable out of pocket litigation costs and
reasonable attorneys' fees) and demands of any nature whatsoever, related directly or indirectly
to, or arising out of or in connection with:
(i) the validity of this Agreement;
(it) the development and construction by Developer of the
Improvements on the Land or the use, ownership, management, occupancy, or possession
of the Land during Developer's period of ownership of the Land;
(iii) any breach or Default by Developer hereunder (subject to any
liquidated damages provisions otherwise contained in this Agreement);
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(iv) any of Developer's activities on the Land (or the activities of
Developer's agents, employees, lessees, representatives, licensees, guests, invitees,
contractors, subcontractors, or independent contractors on the Land), regardless of
whether such losses and liabilities shall accrue or are discovered before or after
tennination or expiration of this Agreement, except to the extent such losses or liabilities
are caused by the gross negligence or willful misconduct of the City. The City may in its
discretion, and at their own cost, participate in the defense of any legal action naming the
City. The provisions of this Section shall survive the Close of Escrow or the termination
of this Agreement; or
(v) claims for prevailing wages under or violation of California Labor
Code Sections 1720 et seq.
7. REPRESENTATIONS AND WARRANTIES.
7.1 Developer Representations. Developer represents and warrants to the City
as of the date of this Agreement and as of the Close of Escrow that:
(i) Developer is a Iimited partnership validly existing and in good
standing under the laws of the State of California.
(ii) Developer has duly authorized the execution and performance of
this Agreement and the execution and performance of all of the closing documents set
forth herein.
(iii) Developer's execution and performance of this Agreement and the
closing documents will not violate any provision of the Developer's partnership
agreement or any deed of trust, lease, contract, agreement, instrument, order, judgment or
decree by which Developer is bound.
(iv) The Developer has not engaged a broker with respect to the
purchase of the Land contemplated herein.
7.2 City Representation. The City hereby represents and warrants to the
Developer that the City has not engaged a broker with respect to the purchase of the Land as
contemplated herein.
8. GENERAL PROVISIONS.
8.1 Notices_ All notices and demands shall be given in writing by certified
mail, postage prepaid, and return receipt requested, or by reputable overnight messenger.
Notices shall be considered given upon the earlier of (a) one business day following deposit or
delivery with a nationally recognized overnight courier delivery charges prepaid, or (b) upon
delivery or attempted delivery as shown on the return receipt if sent by certified mail. Notices
shall be addressed as provided below for the respective Party; provided that if any Party gives
notice in writing of a change of name or address, notices to such Party shall thereafter be given
as demanded in that notice:
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1 1086-0001,23042510.doc
Cam: City of Temecula
41000 Main Street
Temecula, CA 92590
Attn: City Manager
Developer: Temecula Pacific Associates
430 East State Street, Suite 100
Eagle, ID 83616
Attn: Caleb Roope
City hereby agrees to provide copies of any written notices to Developer's limited
partners who shall have been identified in writing by Developer to City. City further agrees that
any cure of any default made or tendered by any such limited partner shall be deemed to be a
cure by Developer and shall be accepted or rejected on the same basis as if made or tendered by
Developer; provided City shall have received written notice by Developer of the identity of, and
address for notices for, such limited partners and a copy of the applicable limited partnership
agreement and amendments
8.2 Construction. The Parties agree that each Party and its counsel have
reviewed and revised this Agreement and that any rule of construction to the effect that
ambiguities are to be resolved against the drafting Party shall not apply in the interpretation of
this Agreement or any amendments or exhibits thereto. This Agreement shall be construed as a
whole according to its fair language and common meaning to achieve the objectives and
purposes of the Parties.
8.3 Interpretation. In this Agreement the neuter gender includes the feminine
and masculine, and singular number includes the plural, and the wards "person" and "party"
include corporation, partnership, firm, trust, or association where ever the context so requires.
Unless otherwise required by a specific provision of this Agreement, time hereunder is to be
computed by excluding the first day and including the last day. If the date for performance falls
on a Saturday, Sunday, or legal holiday, the date for performance shall be extended to the next
business day. Ail references in this Agreement to a number of days in which either party shall
have to consent approve or perform shall mean calendar days unless specifically stated to be
business days.
9.4 Time of the Essence. Time is of the essence of this Agreement.
8.5 Warranty Against Payment of Consideration for Agreement. Developer
warrants that it has not paid or given, and will not pay or give, to any third person, any money or
other consideration for obtaining this Agreement, other than normal costs of conducting business
and costs of professional services such as architects, engineers and attorneys.
8.6 Attorneys' Fees. If any Party brings an action to enforce the terms hereof
or declare its rights hereunder, the prevailing Party in any such action shall be entitled to its
reasonable attorneys' fees to be paid by the losing Party as fixed by the court. If the City is made
a party to any litigation instituted by or against Developer or to any litigation attacking the
validity of this Agreement, then Developer shall indemnify and defend the City against, and save
them harmless from, all costs, expenses (including reasonable attorneys' fees), claims, liabilities,
-26-
1 1086.4)001 Q3042510.doc
damages and losses incurred by the City in connection with such Iitigation provided, however,
that in no event shall the Developer be obligated to pay any damages awarded to any person or
entity that result from the gross negligence or willful misconduct of the City.
8.7 Entire Agreement. This Agreement, together with all attachments and
exhibits hereto, and all agreements executed pursuant hereto, constitutes the entire understanding
and agreement of the Parties. This Agreement integrates all of the terms and conditions
mentioned herein or incidental hereto, and supersedes all negotiations or previous agreements
between the Parties with respect to the subject matter hereof.
8.8 Severability. Each and every provision of this Agreement is, and shall be
construed to be, a separate and independent covenant and agreement. If any term or provision of
this Agreement or the application thereof shall to any extent be Feld to be invalid or
unenforceable, the remainder of this Agreement, or the application of such term or provision to
circumstances other than those to which it is invalid or unenforceable, shall not be affected
hereby, and each term and provision of this Agreement shall be valid and shall be enforced to the
extent permitted by law.
8.9 No Third Party Beneficiaries. This Agreement is made and entered into
for the sole benefit of the Parties, and there are no third party beneficiaries of this Agreement.
No other person shall have any right of action based upon any provision of this Agreement.
8.10 Governing Law; Jurisdiction, Service of Process. This Agreement and the
rights of the Parties shall be governed by California law. The Parties consent to the exclusive
jurisdiction of the California Superior Court for the County of Riverside. If any legal action is
commenced by Developer against the City, or by City against Developer, service of process on
the City shall be made by personal service upon the executive director or secretary of the City, or
in such other manner as may be provided by law. If any legal action is commenced by City
against Developer, service of process on Developer shall be made by personal service on the City
Clerk at the City's address for notices, or in such other manner as may be provided by law.
8.11 Survival. The provisions hereof shall not merge into, but rather shall
survive, any conveyance hereunder (including, without limitation, the delivery and recordation of
the Grant Deed) and the delivery of all consideration.
8.12 City Actions. In addition to any provisions of this Agreement that gives
the City Manager the authority to make decisions and grant approvals, the City hereby authorizes
the City Manager to deliver such approvals, consents as are contemplated by this Agreement,
waive requirements under this Agreement, and modify this Agreement, on behalf of the City
provided that the applicable approval, consent, waiver or modification is not substantial (i.e.,
does not change the fundamental business transaction between the Developer and the City, as
determined by the City Manager in his reasonable discretion).
8.13 Counterparts. This Agreement may be executed in one or more
counterparts, each of which shall be deemed as original but all of which together shall constitute
one and the same instrument.
-27-
1 I 086-000 P.2304251 vldoc
IN WITNESS WHEREOF, the Parties hereto have entered into this Agreement as
of'the day and year first above written.
DEVELOPER. -
By: TPC Holdings VII, LLC
an Idaho limited liability company
a general part
By:
Cal b Roope, Manager
[NEED COPIES OF LP-1 AND
PARTNERSHIP AGT, AND DESIRED SIG
BLOCK]
CITY:
CITY OF TEMECULA
By: _
Michael S. Naggar, Mayor
ATT
Randi Joh , ity Cleric
APPROVED AS TO FORM:
By:
f Richards,
Watson & Gershon, counsel to City
1 I080-{ WI Q30425 t v3.doc
-? 8-
EXHIBIT "A"
LEGAL DESCRIPTION OF LAND OWNED BY CITY
Real property in the City of Temecula, County of Riverside, State of California, described as
follows:
PARCELS 1 AND 2 OF PARCEL MAP 9839, IN THE CITY OF TEMECULA, COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 61,
PAGE 14 OF PARCEL MAPS, RECORDS OF SAID COUNTY, CALIFORNIA.
EXCEPT THEREFROM THAT PORTION OF PARCEL I CONVEYED TO THE RIVERSIDE
COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT, A BODY
POLITIC, BY DOCUMENT RECORDED JANUARY 14, 2015 AS INSTRUMENT NO. 2015-
0016730 OF OFFICIAL RECORDS
Assessor's Parcel Numbers: 922-053-021-2 & 922-053-048-7
A-1
110964)W1 2304251v3,dne
EXHIBIT "A-1"
DESCRIPTION OF LAND OWNED BY DEVELOPER
ALL THAT CERTAIN REAL PROPERTY SITUATED IN THE COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA, DESCRIBED AS FOLLOWS:
THE NORTHWESTERLY 255 FEET OF THE FOLLOWING DESCRIBED PROPERTY:
TIIE NORTI ]WESTERLY ONE-IIALF OF TIIAT TRACT OF LAND FORMERLY USED AS
RAILROAD RIGHT OF WAY AND STATION GROUND OF THE ATCHISON, TOPEKA
AND SANTA FE RAILROAD COMPANY, CONVEYED TO N.R. VAIL, ET AL., BY DEED
RECORDED JUNE 11, 1940 IN BOOK 464, PAGE 505 OF OFFICIAL RECORDS OF
RIVERSIDE COUNTY, CALIFORNIA, SAID PROPERTY BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHERLY CORNER OF LOT 1, BLOCK 27 OF THE
TOWN OF TEMECULA, IN THE CITY OF TEMECULA, SHOWN BY MAP ON FILE IN
BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN DIEGO COUNTY, CALIFORNIA,
THENCE SOUTHWESTERLY IN A STRAIGHT LINE TO THE MOST EASTERLY
CORNER OF LOT 1, BLOCK 35, AS SHOWN BY SAID MAP; THENCE
NORTHWESTERLY IN A STRAIGHT LINE TO THE MOST NORTHERLY CORNER OF
LOT 10, BLOCK 37, AS SHOWN BY SAID MAP,
THENCE NORTHEASTERLY ON A STRAIGHT LINE TO THE MOST WESTERLY
CORNER OF LOT 22, BLOCK 25 ON SAID MAP;
THENCE SOUTHEASTERLY IN A STRAIGHT LINE TO THE POINT OF BEGINNING.
EXCEPTING THEREFROM THE NORTHWESTERLY 595 FEET THEREOF.
ALSO EXCEPT THEREFROM THOSE PORTIONS INCLUDED IN RIVER AND PUJOL
STREETS AS SHOWN ON SAID MAP.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND CONDEMNED BY THE
RIVERSIDE COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT AS
SET FORTH AND DESCRIBED IN THAT CERTAIN DOCUMENT RECORDED
OCTOBER 05, 2010 AS INSTRUMENT NO. 2010-0477535 OF OFFICIAL RECORDS.
Assessor's Parcel Number: 922-053-047-6
i 1 ONO-000 1 12304251 v3.doc
EXHIBIT "B"
FORM OF GRANT DEED
RECORDING REQUESTED BY AND WHEN RECORDED RETURN TO,
AND MAIL TAX STATEMENTS TO:
Temecula Pacific Associates
430 East State Street, Suite 100
Eagle, ID 83616
Attn: Caleb Roope
APN(s): 922-053-021-2; 922-053-048-7
(Space above For Recorder's Use) Exempi From Recording Fee Per Government Code Section 27383
Documentary transfer tax is S , based on the full value of the property conveyed.
GRANT DEED
The undersigned grantor(s) declare(s):
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, the CITY
OF TEMECULA "Grantor") hereby GRANTS to TEMECULA PACIFIC ASSOCIATES, a
California limited partnership ("Grantee") the land (the "Land") located in the City of Temecula,
County of Riverside, State of California described on Exhibit "A".
SUBJECT TO, all matters of record and all matters visible upon inspection.
1. This grant of the Land is subject to the terns of a Disposition and Development
Agreement entered into by and between Grantor and Grantee dated as of June , 20I9 (the
"Agreement") the terms of which are incorporated herein by reference (and which include
maintenance covenants, as well as the matters described in Section 2 and 3 below). A copy of
the Agreement is available for public inspection at the offices of the Grantor at 41000 Main
Street, Temecula, California 92590.
2. As provided in, and subject to the provisions contained in, Section 5.2.2 of the
Agreement, the Grantor shall have the right, at its option, to reenter and take possession of the
Land hereby conveyed, with ail improvements thereon and to tenninate and revest in Grantor the
Land hereby conveyed to the Grantee (or its successors in interest).
3. The Grantee covenants, for itself and its successors and assigns, that there shall be
no sale, transfer, assignment, conveyance, lease, pledge or encumbrance of the DDA, or the Land
and the Improvements thereon or any part thereof, or of ownership interests in the Grantee in
violation of the DDA, which contains restrictions on the assignment of the DDA and the transfer
of interests in the Land.
B-1
1 108 6-000 1 \2304251 v 3.doc
4. Grantee agrees, for itself, its successors and assigns, to refrain from restricting the
rental, sale or lease of the land on any basis listed in subdivision (a) or (d) of Section 12955 of
the California Government Code, as those bases are defined in Sections 12926, I2926.1,
subdivision (m) and paragraph (1) of subdivision (p) of Section 12955, and Section 12955.2 of
the California Government Code, rental, sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the land or Improvements, nor snail the Developer himself or any such person
claiming under or through hint establish or permit any such practice or practices of
discrimination or segregation with reference to the selection, location, number, use or occupancy
of tenants, lessees, subtenants, sublessees, or vendees of the land_ The foregoing covenants shall
run with the land.
All deeds, leases or contracts entered into by Grantee, its successors and assigns, or any
successor -in -interest to all or any portion of or interest in the land shall contain or be subject to
substantially the following nondiscrimination or non -segregation clauses:
1. In deeds: "The grantee herein covenants by and for and all persons claiming
under or through them, that there shall be no discrimination against or segregation of, any
person or group or persons on account of any basis listed in subdivision (a) or (d) of
Section 12955 of the California Government Code, as those bases are defined in Sections
12926, 12926. 1, subdivision (m) and paragraph (1) of subdivision (p) of Section 12955,
and Section 12955.2 of the California Government Code, in the sale, lease, sublease,
transfer, use, occupancy, tenure or enjoyment of the land herein conveyed, nor shall the
grantee himself, establish or permit any such practice or practices of discrimination or
segregation with reference to the selection, location, number, use or occupancy of
tenants, lessees, subtenants, sublessees or vendees in the land herein conveyed. The
foregoing covenants shall run with the land.
Notwithstanding the immediately preceding paragraph, with respect to familial status,
said paragraph shall not be construed to apply to housing for older persons, as defined in
Section 12955.9 of the California Government Code. With respect to familial status,
nothing in said paragraph shall be construed to affect Sections 51.2, 51.3, 51.4, 51.1 U,
51,11, and 799.5 of the California Civil Code, relating to housing for senior citizens.
Subdivision (d) of Section 51 and Section 1360 of the California Civil Code and
subdivisions (n), (o) and (p) of Section 12955 of the California Government Code shall
apply to said paragraph."
2. In leases: "The lessee herein covenants by and for himself, his heirs, executors,
administrators and assigns, and all persons claiming under or through him, and that this
lease is made and accepted upon and subject to the following conditions:
That there shall be no discrimination against or segregation of, any person or group or
persons on account of any basis listed in subdivision (a) or (d) of Section 12955 of the
California Government Code, as those bases are defined in Sections 12926, 12926. 1,
subdivision (m) and paragraph (1) of subdivision (p) of Section 12955, and Section
12955.2 of the California Government Code, in the leasing, subleasing, transferring, use,
or enjoyment of the land herein leased nor shall the lessee himself, or any person
claiming under or through him, establish or permit any such practice or practices of
B-2
1 1086-0001 \230 251 Q.doc
discrimination or segregation with reference to the selection, location, ilunlber, use or
occupancy of tenants, lessees, subtenants, sublessees or vendees in the land herein leased.
Notwithstanding the immediately preceding paragraph, with respect to familial status,
said paragraph shall not be construed to apply to housing for older persons, as defined in
Section 12955.9 of the California Government Code. With respect to familial status,
nothing in said paragraph shall he construed to affect Sections 51.2, 51.3, 51.4, 51.10,
51.11, and 799.5 of the California Civil Code, relating to housing for senior citizens.
Subdivision (d) of Section 51 and Section 1360 of the California Civil Code and
subdivisions (n), (o) and (p) of Section I2955 of the California Government Code shall
apply to said paragraph."
3. In contracts: "There shall be no discrimination against or segregation of, any
person or group or persons on account of any basis listed in subdivision (a) or (d) of
Section 12955 of the California Government Code, as those bases are defined in Sections
12925, 12926.1, subdivision (m) and paragraph (1) of subdivision (p) of Section 12955,
and Section 12955.2 of the California Government Code, in the sale, lease, sublease,
transfer, use, occupancy, tenure or enjoyment of the land, nor shall the transferee himself
or any person claiming under or through him, establish or permit any such practice or
practices of discrimination or segregation with reference to the selection, location.
number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees in th
land.
Notwithstanding the immediately preceding paragraph, with respect to familial status.
said paragraph shall not be Construed to apply to housing for alder persons, as defined in
Section 12955.9 of the California Government Code. With respect to familial status,
nothing in said paragraph shall be construed to affect Sections 51.2, 51.3, 51.4, 51.10,
51.11, and 799.5 of the California Civil Code, relating to housing for senior citizens.
Subdivision (d) of Section 51 and Section 1350 of the California Civil Code and
subdivisions (n), (o) and (p) of Section 12955 of the California Government Code shall
apply to said paragraph."
5. All covenants contained in this Grant Deed shall be covenants running with the
land. Every covenant contained in this Grant Reed against discrimination contained in Section 4
of this Grant Deed shall remain in perpetuity.
IN WITNESS WHEREOF, the undersigned has executed this Grant Deed as of the date set forth
below.
Dated: .201
CITY OF TEMECULA
By:
Print Name:
Title:
H 086-00011,23042510.doc
ATTEST:
Randi Bahl, City Clerk
B-4
11086-000112344251v3.doc
A notary public or other officer
completing this certificate verifies only
the identity of the individual who signed
the document to which this certificate is
attached, and not the truthfulness,
accuracy, or validity of that document.
State of California
County of Riverside
On , before me,
6nsen name and title of the officer]
Notary Public, personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in hislherltheir authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument,
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
B-5
11086-OOD 1 \2304251 v1doc
EXHIBIT A TO GRANT DEED
Real property in the City of Temecula, County of Riverside, State of California, described as
follows:
PARCELS I AND 2 OF PARCEL MAP 9839, IN THE CITY OF TEMECULA, COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 61,
PAGE 14 OF PARCEL MAPS, RECORDS OF SAID COUNTY, CALIFORNIA.
EXCEPT THEREFROM THAT PORTION OF PARCEL I CONVEYED TO TIIE RIVERSIDE•
COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT, A BODY
POLITIC, BY DOCUMENT RECORDED JANUARY 14, 2015 AS INSTRUMENT NO. 2015-
0015730 OF OFFICIAL RECORDS
Assessor's Parcel Numbers: 922-053-021-2 & 922-053-048-7
B-d
1 1 ❑86-OW I �23042510-dor
EXHIBIT "C"
FORM OF CITY LOAN PROMISSORY NOTE
SECURED PROMISSORY NOTE
, 201
Temecula, California
S
FOR VALUE RECEIVED, the undersigned TEMECULA PACIFIC ASSOCIATES, a Califorriia
partnership ("Maker" or "Developer"), having its principal place of business at ,
promises to pay to the order of the CITY OF TEMECULA, a municipal corporation ("Payee" or
"City"), at 41000 Main Street, Temecula, CA 92590, or at such other place as the holder of this
Note from time to time may designate in writing, the principal sum of (S�
[PURCHASE PRICE AMOUNT; PLUS $698,281 OF DEFERRED CITY FEES; PLUS PERM,
LOAN OF $ I ,301,7191 (the "Original City Principal Amount"), together with interest on the
unpaid principal amount of this promissory note (the "City Loan Note") from time to time
outstanding at the "Applicable Interest Rate," as defined below, in lawful money of the United
States of America. This City Loan Note is being delivered, and the loans evidenced hereby are
being made, pursuant to the terms of a Disposition and Development Agreement between
Developer and City ("DDA"). All capitalized terms used herein which are not separately defined
herein shall have the meanings set forth therefor in the DDA.
As of the date of this City Loan Note, the sum of $ [PURCHASE PRICE PLUS
DEFERRED FEES] of principal is outstanding; the remainder of the loan shall be disbursed by
City upon or after completion of the project described in the DDA, upon the written request of
Developer, as pennanent financing to repay then -existing construction financing, subject to the
terms and conditions in Section 2.2 of the DDA. "Applicable Interest Rate" means three percent
(3%) per annum, simple interest, except that amounts not paid when due shall accrue interest
from the date due until the date paid at the lesser of: (i) seven percent (7%) per annum, simple
interest, or (ii) the maximum rate permitted by applicable law.
I. Payments. Payments under this City Loan Note shall be due and payable as
follow: Payments of fifty percent (50.00%) of all Residual Receipts ("City Portion") payable on
April 15 after the first anniversary of completion of construction of the Project pursuant to the
DDA, and each anniversary thereafter until this City Loan Note has been satisfied in full.
Payments shall first be applied to accrued interest, then to the first $698,281.00 of principal
(representing deferred City fees), then to remaining outstanding principal. In addition, the entire
amount of outstanding principal and accrued interest and any additional amounts which become
owing hereunder shall be paid by Maker to Payee as of the earliest of (i) a default under the
DDA, the Regulatory Agreement entered pursuant to the DDA, or the deed of trust securing this
City Loan Note not cured within the applicable cure period after delivery of required notice; (ii)
as provided in Section 4 below; (iii) with respect to the first $698,281.00 of principal, thirty (30)
years after the date of this City Loan Note; and (iv) fifty-five (55) years after the date of this City
Loan Note (the "City Maturity Date"),
C-1
1 1096 4M 1123042 510. doe
2. Secured by Deed of Trust. Repayment of this City Loan Note is secured by a
deed of trust (the "City Loan Deed of Trust") of this date executed by Maker for the benefit of
Payee encumbering the property described in the City Loan Deed of Trust (the "Property" or
"Site").
3. Prepayment. Maker shall have the right to prepay amounts owing under this City
Loan Note at any time, without penalty or premium.
4. Due on Sale or Encumbrance. In the event of any Transfer (as defined below) of
the Property, or any portion thereof or interest therein, Payee shall have the absolute right at its
option, without prior demand or notice, to declare all sums secured hereby immediately due and
payable. As used herein, the term "Transfer" means and includes the direct or indirect sale,
transfer, conveyance, assignment, or other alienation of the Property, or any portion thereof or
interest therein, whether voluntary, involuntary, by operation of law or otherwise, or the lease of
all or substantially all of the Property or of all or substantially all of the improvements located
thereon. Transfer shall not include the sale, transfer, assignment, pledge, hypothecation or
encumbrance by Developer's limited partner of its partnership interest to the extent permitted by
the DDA, nor shall Transfer include the removal of any general partner of Developer by the
limited partner for cause and the replacement of such removed general partner by another person
or entity in accordance with the terms of Developer's partnership agreement to the extent
permitted by the DDA. "Transfer" shall not include a Transfer permitted in the DDA so long as
Trustor complies with the provisions of the Regulatory Agreement relating to such Ieasing
activity. "Transfer" shall not include the leasing of individual Units on the Property. Failure of
Beneficiary to exercise the option to declare all sums secured hereby immediately due and
payable upon a Transfer will not constitute waiver of the right to exercise this option in the event
of any subsequent Transfer.
S. Miscellaneous.
(a) Governing Law. All questions with respect to the construction of this City
Loan Note and the rights and liabilities of the parties to this City Loan Note shall be governed by
the laws of the State of California.
(b) Binding. on Successors. This City Loan Note shall inure to the benefit of,
and shall be binding upon, the successors and assigns of each of the parties to this City Loan
Note-
(c) Attorneys' Fees..
(i) Maker shall reimburse Payee for all reasonable attorneys' fees,
costs and expenses, incurred by Payee in connection with the enforcement of Payee's rights
under this City Loan Note, including, without limitation, reasonable attorneys' fees, costs and
expenses for trial, appellate proceedings, out -of -court negotiations, workouts and settlements or
for enforcement of rights under any state or federal statute, including, without limitation,
reasonable attorneys' fees, costs and expenses incurred to protect Payee's security and attorneys'
fees, costs and expenses incurred in bankruptcy and insolvency proceedings such as (but not
limited to) seeking relief from stay in a bankruptcy proceeding. The term "expenses" means any
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110864" 1 Q304251 vldm
expenses incurred by Payee in connection with any of the out -of -court, or state, federal or
bankruptcy proceedings referred to above, including, without limitation, the fees and expenses of
any appraisers, consultants and expert witnesses retained or consulted by Payee in connection
with any such proceeding.
(ii) Payee shall also be entitled to its attorneys' fees, costs and
expenses incurred in any post judgment proceedings to collect and enforce the judgment. This
provision is separate and several and shall survive the merger of this City Loan Note into any
judgment on this City Loan Note.
(d) Entire Agreement. This City Loan Note and the relevant provisions of the
DDA constitute the entire agreement and understanding between and among the parties in
respect of the subject matter of such agreements and supersede all prior agreements and
understandings with respect to such subject matter, whether oral or written.
(e) Time of the Essence. Time is of the essence with respect to every
provision hereof.
(f) Waivers by Maker. Except as otherwise provided in any agreement
executed in connection with this City Loan Note, Maker waives: presentment; demand; notice of
dishonor; notice of default or delinquency; notice of acceleration; notice of protest and
nonpayment; notice of costs, expenses or losses and interest thereon; and diligence in taking any
action to collect any sums arising under this City Loan Note or in any proceeding against any of
the rights or interests in or to properties securing payment of this City Loan Note.
(g) Non -waivers. No previous waiver and no failure or delay by Maker in
acting with respect to the terms of this City Loan Nate or the City Loan Deed of Trust shall
constitute a waiver of any breach, default, or failure of condition under this City Loan Note, the
City Loan Deed of Trust or the obligations secured thereby. A waiver of any term of this City
Loan Note, the City Loan Deed of Trust or of any of the obligations secured thereby must be
made in writing and shall be limited to the express written tenns of such waiver_ In the event of
any inconsistencies between the terms of this City Loan Note and the terms of any other
document related to the loan evidenced by this City Loan Note, the terms of this City Loan Note
shall prevail.
(h) Non -Recourse. Repayment of this Note and all other obligations of
Borrower hereunder, under the DDA, Regulatory Agreement or Deed of Trust shall be a non -
recourse obligation of Borrower, such that neither Borrower nor any partner of Borrower shall
have any personal obligation to make any payments or perform any other obligations of
Borrower.
(i) Cure by Limited Partners. City hereby agrees that any cure of ally default
made or tendered by Developer's limited partners who shall have been identified in writing by
Developer to City and shall be deemed to be a cure by Developer and shall be accepted or
rejected on the same basis as if made or tendered by Developer; provided City shall have
received written notice by Developer of the identity of, and address for notices for, such limited
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partners and a copy of the applicable limited partnership agreement and amendments showing
they are limited partners.
MAKER:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings VII, LLC
an Idaho limited liability company
a general partner
Caleb Roope, Manager
C-4
11086- W113304251v1doc
EXHIBIT "D"
FORM OF CITY LOAN DEED OF- TRUST
Ij►`I:I ��1:� x�I�7:7 �J �1�7u►In I � r��
City of Temecula
41000 Manz Street
Temecula, CA 92590
Attention: City Clerk
with a copy to:
Temecula Pacific Associates
430 East State Street, Suite 100
Eagle, ID 83616
Attn: Caleb Roope
APN(s): 922-053-021-2; 922-053-048-7;
922-053-047-6
SPACE ABOVE THIS LINE FOR RECORDFR'S USE
DEED OF TRUST WITH ASSIGNMENT OF RENTS
(SHORT FORM)
This DEED OF TRUST, dated as of 201, among TEMECULA PACIFIC ASSOCIATES, a
California limited partnership, herein called TRUSTOR, whose address is:
430 East State Street, Suite 100, Eagle, ID 83616
FIRST AMERICAN TITLE INSURANCE COMPANY, a California corporation. herein called
TRUSTEE, and
the CITY OF TEMECULA, a municipal corporation, herein called BENEFICIARY,
WITNESSETH: That Trustor grants to Trustee in trust, with power of sale, that property in the City of
Temecula, County of Riverside, State of California, described as:
SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF.
together with the rents, issues and profits thereof, subject, however, to the right, power and authority
hereinafter given to and conferred upon Beneficiary to collect and apply such rents, issues and profits for
the purpose of securing payment of the sum of $ with interest thereon according to the terms of
a promissory note or notes of even date herewith made by Trustor, payable to order of Beneficiary, and
extensions or renewals thereof. A breach or default under the promissory note or a breach or default
under the Affordability Restrictions and Regulatory Agreement between Beneficiary and Trustor
("Regulatory Agreement"), or under any obligation to which this deed of trust is subordinated, shall be
deemed to constitute a default hereunder.
D-1
1 10$6-U04112304251 v1doc
To protect the security of this Deed of Trust, and with respect to the property above described. Trustor
expressly makes each and all of the agreements, and adopts and agrees to perform and be bound by each
and all of the terms and provisions set forth in subdivision A, and it is mutually agreed that each and all of
the terms and provisions set forth in subdivision B of the fictitious deed of trust recorded in San
Bernardino County in Book 3778, Page 347 in the Official Records of said County, shall inure to and
bind the parties hereto, with respect to the property above described. Said agreements, terms and
provisions contained in said subdivisions A and B, (identical in all counties, and printed on pages 3 and 4
hereof) are by the within reference thereto, incorporated herein and made a part of this Deed of Trust for
all purposes as fully as set forth at length herein, and Beneficiary may charge for a statement regarding
the obligation secured hereby, provided the charge therefor does not exceed the maximum allowed by
law.
The undersigned Trustor, requests that a copy of any notice cif default and any notice of sale hereunder be
mailed to him at his address hereinbefore set forth.
TRUSTOR:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings VII, LLC
an Idaho limited liability company
a general partner
Caleb Roope, Manager
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A Notary Public or other officer completing this certificate verifies only the identity of the
individual who signed the document to which this certificate is attached, and not the tnithfulness,
accuracy, or validity of that document.
State of California
County of
On , before me, ,
(insm name and title of the officer)
Notary Public, personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
1 certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
A Notary Public or other officer completing this certificate verifies only the identity of the
individual who signed the document to which this certificate is attached, and not the truthfulness,
accuracy, or validity of that document.
State of California
County of
On , before me,
! roan name and title of'the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
D-3
11086-000 1 \23 0425 1 vldoc
EXHIBIT A
LEGAL DESCRIPTION
Real property in the City of Temecula, County of Riverside. State of California, described as
follows:
PARCELS I AND 2 OF PARCEL MAP 9839, IN THE CITY OF TEMECULA, COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 61,
PAGE 14 OF PARCEL MAPS, RECORDS OF SAID COUNTY, CALIFORNIA.
EXCEPT THEREFROM THAT PORTION OF PARCEL 1 CONVEYED TO THE RIVERSIDE
COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT, A BODY
POLITIC, BY DOCUMENT RECORDED JANUARY 14, 2015 AS INSTRUMENT NO. 2015-
0016730 OF OFFICIAL RECORDS
Assessor's Parcel Numbers: 922-053-021-2 & 922-053-048-7
THE NORTHWESTERLY 255 FEET OF THE FOLLOWING DESCRIBED PROPERTY:
THE NORTHWESTERLY ONE-HALF OF THAT TRACT OF LAND FORMERLY USED AS
RAILROAD RIGHT OF WAY AND STATION GROUND OF THE ATCHISON, TOPEKA
AND SANTA FE RAILROAD COMPANY, CONVEYED TO N.R. VAIL, ET AL., BY DEED
RECORDED .TUNE 11, 1940 IN BOOK 464, PAGE 505 OF OFFICIAL RECORDS OF
RIVERSIDE COUNTY, CALIFORNIA, SAID PROPERTY BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHERLY CORNER OF LOT 1, BLOCK 27 OF THE
TOWN OF TEMECULA, IN THE CITY OF TEMECULA, SHOWN BY MAP ON FILE IN
BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN DIEGO COUNTY, CALIFORNIA;
THENCE SOUTHWESTERLY IN A STRAIGHT LINE TO THE MOST EASTERLY
CORNER OF LOT 1, BLOCK 36, AS SHOWN BY SAID MAP. THENCE
NORTHWESTERLY IN A STRAIGHT LINE TO THE MOST NORTHERLY CORNER OF
LOT 10, BLOCK 37, AS SHOWN BY SAID MAP;
THENCE NORTHEASTERLY ON A STRAIGHT LINE TO THE MOST WESTERLY
CORNER OF LOT 22, BLOCK 25 ON SAID MAP;
THENCE SOUTHEASTERLY IN A STRAIGHT LINE TO THE POINT OF BEGINNING.
EXCEPTING THEREFROM THE NORTHWESTERLY 595 FEET THEREOF.
ALSO EXCEPT THEREFROM THOSE PORTIONS INCLUDED IN RIVER AND PU.IOL
STREETS AS SHOWN ON SAID MAP.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND CONDEMNED BY THE
RIVERSIDE COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT AS
SET FORTH AND DESCRIBED IN THAT CERTAIN DOCUMENT RECORDED
OCTOBER 05, 2010 AS INSTRUMENT N0. 2010-0477535 OF OFFICIAL RECORDS.
Assessor's Parcel Number: 977-053-047-6
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EXHIBIT B
RIDER TO DEED OF TRUST
Exhibit B to Deed of Trust with Assignment of Rents dated as of , 201i, executed by
TEMECULA PACIFIC ASSOCIATES, a California limited partnership, as "Trustor", to First
American Title Insurance Company, a California corporation, as Trustee, for the benefit of the
City of Temecula, a municipal corporation, as "Beneficiary" ("Deed of Trust").
DUE ON SALE OR ENCUMBRANCE. In the event of any Transfer (as defined below)
of the Property, or any portion thereof or interest therein, Beneficiary shall have the
absolute right at its option, without prior demand or notice, to declare all sums secured
hereby immediately due and payable. As used herein, the tenn "Transfer" means and
includes the direct or indirect sale, transfer, conveyance, mortgage, further encumbrance,
assignment, or other alienation of the Property, or any portion thereof or interest therein,
whether voluntary, involuntary, by operation of law or otherwise, the execution of any
installment land sale contract, sales agreement or similar instrument affecting all or a
portion of the Property, granting of an option to purchase any portion of or interest in the
Property or any interest therein, or the lease of all or substantially all of the Property or of
all or substantially all of the improvements situated on the Property. "Transfer" shall not
include a Transfer permitted in the DDA so long as Trustor complies with the provisions
of the Agreement relating to such activity and such transfers are permitted under the
Regulatory Agreement. "Transfer" shall not include the leasing of individual dwelling
units on the Property. Failure of Beneficiary to exercise the option to declare all sums
secured hereby immediately due and payable upon a Transfer will not constitute waiver
of the right to exercise this option in the event of any subsequent Transfer.
2. NOTICE AND CURE RIGHTS BY LIMITED PARTNERS. City hereby agrees that any
cure of any default made or tendered by Developer's limited partners who shall have
been identified in writing by Developer to City and shall be deemed to be a cure by
Developer and shall be accepted or rejected on the same basis as if made or tendered by
Developer; provided City shall have received written notice by Developer of the identity
of, and address for notices for, such limited partners and a copy of the applicable limited
partnership agreement and amendments.
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11096-ODO112304251 A. doe
CERTIFICATE OF ACCEPTANCE
(for Deed of Trust)
This is to certify that the fee interest in real property conveyed under the foregoing Deed of Trust
by TEMECULA PACIFIC ASSOCIATES, a California limited partnership.
is hereby accepted by the City Manager of the City of Temecula (the "City") on behalf of
the City Council of the City pursuant to authority conferred by action of the City Council
on . 2019, and the Grantee consents to recordation thereof by its duly authorized
officer.
CITY OF TEMECULA,
a municipal corporation
al
City Manager
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1 1096-NO 1/2304251 v1dot
A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
State of California
County of
, before me,
(insert name and title of the officer)
Notary Public, personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the persons), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
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1108 6-0001123042510. doc
EXHIBIT "E"
SCHEDULE OF PERFORMANCE
This Schedule of Performance requires the submission of plans or other documents at
specific times. Some of the submissions are not described in the text of the Agreement. Such
plans or other documents, as submitted, must be complete and adequate for review by the City or
other applicable governmental entity when submitted. Prior to the time set forth for each
particular submission, the Developer shall consult with City staff informally as necessary
concerning such submission in order to assure that such submission will be complete and in a
proper form within the time for submission set forth herein.
Action
Date 1 Deadline
Items I — 10 Relate to Developer Actions and Requirements Prior to or through/at the
Close of Escrow
1,
Opening of Escrow, The Parties shall
Within five (5) business days after the award of
open escrow with the Escrow Holder.
tax credits.
2.
Preliminary Project Budget. The
Prior and as a condition to Close of Escrow,
Developer shall submit a preliminary
Project Budget for the Improvements.
3,
Final Plans and Specifications. The
Prior and as a condition to Close of Escrow.
Developer shall submit the Final Plans
and Specifications for City approval.
4.
Building Permits. The Developer shall
Prior and as a condition to the Close of Escrow.
obtain the Building Permit for the
construction of the Improvements.
5.
Construction Contract. The Developer
Prior and as a condition to the Close of Escrow.
shall submit the construction contract for
the construction of the Improvements to
the City for approval.
6.
Performance and Payment Bonds. The
Prior and as a condition to the Close of Escrow.
Developer shall deliver to the City
copies of the required performance and
payment bonds.
7.
Insurance. The Developer shall submit
Prior and as a condition to the Close of Escrow.
evidence of insurance to the Ci .
S.
Project Budget. The Developer shall
Prior and as a condition to the Close of Escrow.
submit the Project Budget to City
together with reasonable evidence that
all equity required will be available at
the Closing.
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1 108R-0001 L3042510,doc
Action
Date 1 Deadline
9. Tax Credit Applications/Award.
Developer must apply for 9% tax credits in the
second round for 2019 and both rounds for 2020
(until awarded) and must provide evidence
thereof to City, and form a limited partnership to
provide for investment of tax credit -based equity,
and deliver a copy of the partnership agreement
to City. Developer must be awarded tax credits
and must provide evidence thereof to City prior
(and as a condition) to Close of Escrow.
10. Tax Credit Equity. All tax credit equity
Prior and as a condition to Close of Escrow.
must have been invested in the
Developer entity and available for
Project Costs, as shown by reasonable
evidence delivered to City
Items 11 —15 Relate to the Conveyance of the Land and Developer Actions and
Requirements After the Close of Escrow
11. Close of Escrow. The Developer shall
Within seven (7) months after award of tax
purchase the Land from the City and
credits, but not later than March 1, 2021.
shall concurrently close the Construction
Loan.
12. Commencement of Construction.
No later than 30 days after the Close of Escrow.
Developer shall substantially Commence
the Improvements.
13. Cam letion of Grading. Developer shall
Not later than six (6) months following the
substantially complete the grading for
commencement of construction.
the Project.
14. Commencement of Vertical
Not later than eight (8) months after the
Construction. Developer shall
commencement of construction.
commence vertical construction.
15. Completion; Qualification. for Certificate
No later than fourteen (14) calendar months after
of Completion. The Project shall be
the commencement of construction.
completed and shall qualify for a
Certificate ofCompletion.
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11086-00010042 51 v4.doe
DRAFT
E\HIM'r "F"
SCOPE OF DEVELOPMENT
(Sixty (60) apartment rental homes, 3-story building(s) with elevator, 1,650 SF community room
to include property management office, tot lot, space for service provider, space for Family
gathering, games, etc., bathrooms for residents and management employees, washer/dryer per
TCAC requirements, pool, plaza with BBQ, maintenance storage/working area for property
management.
Seven (7) one -bedrooms and Thirty -Two (32) two -bedrooms and Twenty -One (21) three -
bedrooms. One unit for the on -site manager.
At least 102 parking spaces.
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11086-0001 Q3042510Am
EXHIBIT "G"
FORM OF NOTICE OF AFFORDABILITY RESTRICTIONS
(Attached.)
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11086-0001\2304251 ❑3.doc
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
City of Temecula
41000 Main Street
Temecula, CA 92590
Attention: City Clerk
with a copy to:
APN(s): 922-053-021-2, 922-053-048-7, and
922-053-047-6
Exempt From Recording Fee Pursuant to Government Code § 27383
NOTICE OF AFFORDABILITY RESTRICTIONS
ON TRANSFER OF PROPERTY
Important notice to owners, purchasers, tenants, lenders, brokers, escrow and title companies,
and other persons, regarding affordable housing restrictions on fire real property described in
this Notice: Affordable housing restrictions have been recorded with respect to the property
described below (referred to in this Notice as the "Site') which require that the Site be developed
as an affordable rental housing development (the "Project") and that all of the units be rented to
and occupied by persons and households of limited income at affordable rents.
Title of Document Containing Affordable Housing Restrictions: Affordability
Restrictions and Regulatory Agreement (Low/Mod Set -Aside Funds) ("Agreement".).
Parties to Agreement: ("Developer") and the City of Temecula ("City").
The Agreement is recorded concurrently with this Notice, in the Official Records of
Riverside County.
Legal Description of Site: See Exhibit "A" attached hereto and incorporated herein by
this reference.
Site Location:
Assessor's Parcel Number of Site: 977-053-021-2, 922-053-048-7 and 922-053-047-6
Summary• of Agreement:
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1 1096-NO1 \2304251 vlduc
o The Agreement requires Developer to develop a sixty (60) unit (each, a "Unit")
rental housing project on property being acquired by Developer from the City.
o The Agreement restricts the rental of
10 Units ("Required Affordable Units"), which are required to be
rented to and occupied by Extremely Low Income Households, Very
Low Income Households and Low Income households, whose annual
income generally cannot exceed 30%, 50% or 60% (respectively) of
Area Median Income for the Riverside County area, adjusted for
household size.
o The Agreement requires that a preference be provided for 12 Units to households
with Special Needs, meaning households with at least one autistic child, to the
extent not in violation with any state or federal law (including any fair housing or
equal protection laws),
c Area Median Income limits (or "AMI") are all as established and as published
periodically by the California Department Of Housing and Community
Development.
o The Agreement restricts the rents that may be charged to households occupying
Required Household Units to the following maximum rents ("Affordable Rent"):
• Affordable Rent for Extremely Low Income Households shall be 30%
x 30% of AMI for a household size appropriate to the unit, including a
reasonable utility allowance;
■ Affordable Rent for Very Low Income Households shall be 30% x
50% of AMI for a household size appropriate to the unit, including a
reasonable utility allowance;
■ Affordable Rent for Low Income Households shall be 30% x 60% of
AMI for a household size appropriate to the unit, including a
reasonable utility allowance;
■ Household size appropriate to the unit shall be two persons for a one
bedroom unit, three persons for a two bedroom unit, and 4 persons for
a three bedroom unit.
• The term of the Agreement is fifty-five (55) years from the date of the
City's issuance of a Final Certificate of Occupancy for the Project.
This Notice does not contain a full description of the details of all of the terms and
conditions of the Agreement. You will need to obtain and read the Agreement to fully
understand the restrictions and requirements which apply to the Site.
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1108 6-000112304251 v3.doc
This Notice is being recorded and filed in compliance with Health and Safety Code
Section 33334.3(f)(3) and (4), and shall be indexed against Developer.
Date: , 201
By:
Print Name:
City Manager
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1109 6-0001 \2304251 v3.doc
A Notary Public or other officer completing this certificate verifies only the identity of the
individual who signed the document to which this certificate is attached, and not the truthfulness,
accuracy, or validity of that document.
State of California
County of
On , before me,
(insert name and title of the ❑Frtcer)
Notary Public, personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose narne(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in hislherltheir authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature.
(Seal)
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10:4111.11 W:1
LEGAL DESCRIPTION OF PROPERTY
Real property in the City of Temecula, County of Riverside, State of California, described as
follows:
PARCELS I AND 2 OF PARCEL MAP 9839, IN THE CITY OF TEMECULA, COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 61,
PAGE 14 OF PARCEL MAPS, RECORDS OF SAID COUNTY, CALIFORNIA.
EXCEPT THEREFROM THAT PORTION OF PARCEL I CONVEYED TO THE RIVERSIDE
COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT, A BODY
POLITIC. BY DOCUMENT RECORDED JANUARY 14, 2015 AS INSTRUMENT NO. 2015-
0016730 OF OFFICIAL RECORDS
Assessor's Parcel Numbers: 922-053-021-2 & 922-053-048-7
THE NORTHWESTERLY 255 FEET OF THE FOLLOWING DESCRIBED PROPERTY:
THE NORTHWESTERLY ONE-HALF OF THAT TRACT OF LAND FORMERLY USED AS
RAILROAD RIGHT OF WAY AND STATION GROUND OF THE ATCHISON, TOPEKA
AND SANTA FE RAILROAD COMPANY, CONVEYED TO N.R. VAIL, ET AL., BY DEED
RECORDED JUKE 11, 1940 IN BOOK 464, PAGE 505 OF OFFICIAL RECORDS OF
RIVERSIDE COUNTY, CALIFORNIA, SAID PROPERTY BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHERLY CORNER OF LOT 1, BLOCK 27 OF THE
TOWN OF TEMECULA, IN THE CITY OF TEMECULA, SHOWN BY MAP ON FILE IN
BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN DIEGO COUNTY, CALIFORNIA-,
THENCE SOUTHWESTERLY IN A STRAIGHT LINE TO THE MOST EASTERLY
CORNER OF LOT 1, BLOCK 36, AS SHOWN BY SAID MAP; THENCE
NORTHWESTERLY IN A STRAIGHT LINE TO THE MOST NORTHERLY CORNER OF
LOT 10, BLOCK 37, AS SHOWN BY SAID MAP;
THENCE NORTHEASTERLY ON A STRAIGHT LINE TO THE MOST WESTERLY
CORNER OF LOT 22, BLOCK 25 ON SAID MAP;
THENCE SOUTHEASTERLY IN A STRAIGHT LINE TO THE POINT OF BEGINNING.
EXCEPTING THEREFROM THE NORTHWESTERLY 595 FEET THEREOF.
ALSO EXCEPT THEREFROM THOSE PORTIONS INCLUDED IN RIVER AND PUJOL
STREETS AS SHOWN ON SAID MAP.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND CONDEMNED BY THE
RIVERSIDE COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT AS
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SET FORTH AND DESCRIBED IN THAT CERTAIN DOCUMENT RECORDED
OCTOBER 05, 2010 AS INSTRUMENT NO. 2010-0477535 OF OFFICIAL RECORDS.
Assessor's Parcel Number: 922-053-047-6
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EXHIBIT "H"
FORMS OF AFFORDABILITY RESTRICTIONS AND REGULATORY AGREEMENTS
fQ
RECORDING REQUESTED BY, AND
WHEN RECORDED RETURN TO:
City of Temecula
41000 Main Street
Temecula, CA 92590
Attention: City Clerk
with a copy to:
Temecula Pacify Associates
430 East State Street, Suite 100
Eagle, ID 83616
Attn: Caleb Roope
APN(s): 922-053-021-2, 922-053-048-7 and
922-053-047-6
(Space above for Recorder's Use.)
This document is exempt from the payment of a recording fee
pursuant to Govemment Code Section 6103.
1 FFO11DABILITY RESTRICTIONS AND REGULATORY AGREEMENT
(Low -Mod Set Aside Funds)
These AFFORDABILITY RESTRICTIONS AND REGULATORY AGREEMENT
("Regulatory Agreement") is hereby entered, effective as of , 20_, by and
among the CITY OF TEMECULA, a municipal corporation ("City"), and TEMECULA
PACIFIC ASSOCIATES, a California limited partnership ("Developer") (City and Developer
are sometimes collectively referred to herein as the "Parties.").
RECITALS
WHEREAS, City and Developer have entered into that certain unrecorded Disposition and
Development Agreement dated as of , 2019 (the "DDA") for the improvement and
development of certain real property described in Exhibit "A" (to which this Regulatory
Agreement is attached) as the "Site", which DDA provides for the recordation of this Regulatory
Agreement. The DDA is incorporated herein by this reference, and any capitalized term not
defined herein shall have the meaning established therefor in the DDA.
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11086-OW1\2304251vIdoc
WHEREAS, the former Temecula Redevelopment Agency acquired the Site using its lowltnod
income housing set aside funds, and upon dissolution of the Temecula Redevelopment Agency,
the Site was conveyed by operation of law to the City as successor to the housing assets of the
former Temecula Redevelopment Agency.
WHEREAS, it is contemplated under the DDA that, as of the recordation of this Regulatory
Agreement, Developer has acquired or shall concurrent with the recording hereof acquire fee title
from the City to the "Site". The form of the grant deed under which Developer shall take title
under the DDA is referenced to as the "City Grant Deed."
WHEREAS, the DDA sets forth certain restrictive covenants applicable to the Site, particularly
the use of the Site for the provision of ten (10) Units available to Extremely Low Income
Households, Very Low Income Households, and Low Income Households at Affordable Rents as
those terms are defined therein, and for a preference that 12 Units being rented to households
with Special Needs (as defined below) to the extent allowed by applicable law, and an
unrestricted manager's unit.
WHEREAS, City and Developer wish to adopt this Regulatory Agreement to further govern the
use of the Site in conjunction and along with the DDA and to ensure that the City complies with
applicable law.
NOW, THEREFORE, City and Developer (as owner of real property interests described
hereinabove), declare that the Site shall be held, transferred, encumbered, used, sold, conveyed,
leased and occupied subject to the covenants, conditions and restrictions hereinafter set forth
expressly and exclusively for the use and benefit of said property. Each and all of the
restrictions, limitations, conditions, covenants, liens, reservations and charges herein contained
shall run with the land and be recorded on the property title and shall be binding on Parties, their
grantees, successors, heirs, executors, administrators, devisees or assigns, and all subsequent
owners of all or any part of the Site, during the term of this Regulatory Agreement.
ARTICLE I
DEFINITIONS
The definitions provided herein shall be applicable to this Regulatory Agreement and also to any
amendment or supplement (unless the context implicitly or explicitly shall prohibit), recorded
against the Site pursuant to the provision of this Regulatory Agreement.
Section 1. "Affiliated Person" means, when used in reference to a specific person,
any person that directly or indirectly controls or is controlled by or under common control with
the specified person, any person that is an officer or director of, a trustee of, or a general partner,
managing member or operator in, the specified person or of which the specified person is an
officer, director, trustee, general partner or managing member,.
Section 2. "Affordable Housing Development" means an affordable housing project
operated in conformity with this Regulatory Agreement throughout the Required Covenant
Period.
Section 3. "Affordable Rent", per month, means, for an Extremely Low Income
Household, a monthly rent (including a reasonable utility allowance) that does not exceed thirty
percent (30%) of thirty percent (30%) of Median Income for a household size approximate to the
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Unit; for a Very Low Income Household, a monthly rent (including a reasonable utility
allowance) which does not exceed one -twelfth (1112th) of thirty percent (30%) of fifty percent
(50%) of Median Income for a household size appropriate to the Unit; and for a Low Income
Household, a monthly rent (including reasonable utility allowance) which does not exceed one -
twelfth (1112th) of thirty percent (30%) of sixty percent (60%) of Median Income for a
household size of appropriate to the Unit.
Section 4. "Approved Housing Development" means all improvements as provided
to be developed by Developer under the DDA. The Approved Housing Development must be
completed in strict conformity with all specifications contained in or referred to in the DDA.
Section 5. "Area" means the San Bernardino -Riverside Primary Metropolitan
Statistical Area, as periodically defined by HUD.
Section G. "Certificate" or "Certification" is defined in Section 3(a).
Section 7. "City", as defined in the first paragraph hereof, means the City of
Yucaipa, a municipal corporation.
Section 8. "City Code" means and refers to the City of Temecula Municipal Code, as
revised from time to time.
Section 9. "City Grant Deed" means a grant deed in the form attached to the DDA.
Section 10. "Common Areas" means all areas on the Site that are open or accessible to
all tenants of the Site (such as grounds, but excluding interiors of Units).
Section 11. "Extremely Low Income Household" means a household earning not
greater than the extremely low income limit for Riverside County, adjusted for household size,
pursuant to Health and Safety Code Section 50106.
Section 12. "Household size appropriate to the unit" shall be two persons for a one
bedroom unit, three persons for a two bedroom unit, and four persons for a three bedroom unit.
Section 13. Gross Income" means all payments from all sources received by a person
(together with the gross income of all persons of the age of 18 years or older who intend to reside
with such person in one residential unit) whether in cash or in kind as calculated pursuant to the
Department of Housing and Urban Development ("HUD") Regulations (24 C.F.R. § 813) and 25
California Code of Regulations Section 6914.
Section 14. "Low Income Household" or "Lower Income Household" means a
household earning not greater than the lower income household limit for Riverside County
described in Health and Safety Code Section 50079.5 that is not a Very Low Income Household
or Extremely Low Income Household.
Section 15_ "Low Income Unit" or "Lower Income Unit" means a Unit occupied at
Affordable Rent by a Low Income Household.
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11086-OWIV-304251 3-duc
Section 16. "Mau of the Site" means Exhibit B hereto.
Section 17. "Median Income" or "Median Income for the Area" means the median
income for the Sites most recently determined by the Secretary of Housing and Urban
Development under Section 8 of the United States Housing Act of 1937, as amended, or, if
programs under Section 8 are tenninated, Median Income for the Area determined under the
method used by the Secretary prior to such termination. Such Median Income is published at 25
California Code of Regulations Section 6932, as modified from time to time.
Section 18. "Prescribed Income Levels" means the following:
Type Income of Household Number of Units
as Percentage of AMI
1 BRI I BA 30% 3
1 BRA BA 50% 1
1 BRII BA 60% 2
2BRI1 BA 40% 3
3BR12BA 40% 1
Section I9. '`Regulatory Agrcemcnt" means this Regulatory Agreement and any
amendments, modifications or supplements.
Section 20. "Rental Development' means the sixty (60) Unit residential rental
development on the Site.
Section 21. "Required Affordable Unit" means any of the ten (10) of the dwelling
units in the Rental Development, as constructed under the DDA, and available to, occupied by,
or held vacant for occupancy only by tenants qualifying as Extemely Low Income Households,
Very Low Income Households and Low Income Households and rented at Affordable Rent. (One
dwelling unit is a manager's unit.)
Section 22. "Required Covenant Period" means the period commencing on the date all
Required Affordable Units have been completed as evidenced by the City's issuance of a Final
Certificate of Occupancy for the Rental Development, and ending as of the fifty-fifth (55th)
anniversary thereof.
Section 23. "Site" means all of the real property and appurtenances as described in the
Recitals above, including all structures and other improvements thereon, and those hereafter
constructed.
Section 24. "Special Needs" means a household with one or more autistic children.
Section 25. "Unit" means a dwelling unit on the Rental Development.
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Section 26. "Very Low Income Households" means households earning not greater
than the very low income limit for Riverside County, adjusted for household size, pursuant to
Health and Safety Code Section 50105,
Section 27. "Very Low Income Unit" means a Unit occupied at Affordable Rent by a
Very Low Income Household.
Section 28. "Very Low Income Required Units" means the Required Affordable Units
which are required to be rented to Very Low Income Households at Affordable Rent for Very
Low Income Households.
Section 29. "Year" means a calendar year, excepting that the last Year hereunder shall
be deemed to end as of the expiration of this Regulatory Agreement.
ARTICLE II
LAND USE RESTRICTIONS; IMPROVEMENTS
Section 1. Uses. Developer shall develop the Approved Housing Development on the Site in
conformity with the DDA. Thereafter, the Site shall be operated as an Affordable Housing
Development and devoted only to the uses specified in the DDA and the City Grant Deed for the
periods of time specified herein. All uses conducted on the Site, including, without limitation,
all activities undertaken by Developer pursuant to the DDA, shall conform to all applicable
provisions of the City Code and the City Approvals.
The Site shall be used, maintained and operated in accordance with the DDA, the City Grant
Deed, and this Regulatory Agreement for the Required Covenant Period. None of the units in
the Rental Development shall at any time be utilized on a transient basis nor shall the Rental
Development or any portion thereof ever be used as a hotel, motel, dormitory, fraternity or
sorority house, rooming house, hospital, nursing home, sanitarium, rest home or trailer court or
park. No part of the Site, from the date Developer acquired the Site, has been or will at any time
be owned or used as a cooperative housing corporation or a community apartment project or a
stock cooperative.
Section 2. Affordable Housing.
Special Needs. Throughout the Required Covenant Period, to the extent not in
violation with any state or federal law (including any fair housing or equal protection laws),
Developer shall use commercially reasonable efforts to provide a preference for 12 of the Units
to be rented to households with Special Needs ("Special Needs Units'} on the following basis;
a. The Special Needs Units shall be interspersed throughout the Project, and may
be comprised of Required Affordable Units at Developer's discretion.
b. Developer shall engage a nonprofit social service organization ("Social Service
Entity") reasonably acceptable to and approved by the City to identify, qualify and maintain a
waitlist of households with Special Needs who desire to reside in the Project. The Developer
shall also submit additional information about the background, experience, and financial
condition of anyproposed Social Service Entity as is reasonably necessary for the City to
determine whether the proposed Social Service Entity is qualified. If the City approved the
proposed Social Service Entity, the City shall notify the Developer in writing.
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c. Developer shall, or shall direct the Social Service Entity to, contact households
on the waitlist for intial occupancy of the Special Needs Units and thereafter as any such units
become vacant. In addition, such households shall be required to statisfy all of the standard
requirements and criteria of Developer or its property manager to qualify tenants, including the
income restrictions set forth herein.
d. To the extent that there are insufficient qualified households on the waitlist at
any time when there are less than 12 units occupied by Special Needs households, Developer
shall, or shall direct the Social Service Entity to, identify additional qualified Special Needs
households for the Unit; provided however that if such households are not identified despite
Developer's reasonable efforts, or if the available Unit is not appropriate for the size or other
particular requirements of the Special Needs household , then such Unit may instead be rented to
any qualified household, and the next vacant Unit shall instead become available for a Special
Needs household under the provisions set forth hereinabove.
e. Upon written request by the City, but no more frequently than bi-annually
unless the City has reason to believe that Developer is in default hereunder, Developer shall
provide a written certification to the City evidencing compliance with the aforementioned
provisions, including a copy of the then current waitlist. In addition, City shall have the right to
contact the Social Service Entity at any time, and from time to time, to verify compliance.
Affordability Restrictions. Throughout the Required Covenant Period, the
Developer shall cause the Required Affordable Units to be rented in accordance with the
definition of "Prescribed Income Levels" in Section 18 at Affordable Rents.
Except to the extent prohibited by federal law, in the event a household's income
initially complies with the corresponding income restriction but the income of such household
increases, such increase shall not be deemed to result in a violation of the restrictions of this
Regulatory Agreement concerning limitations upon income of occupants, provided that the
occupancy by such household is for a reasonable time of not to exceed three hundred sixty-five
(365) days (measured from the time the income of the household ceases to qualify at the
designated affordability level). Developer shall include in its rental agreements provisions which
implement this requirement and limitation, and Developer shall expressly inform prospective
renters as to this limitation prior to the commencement of a tenancy.
Duration f'Aj16rdubilitip Requirements. The restrictions shall apply throughout
the Required Covenant Period. All tenants residing in any Required Affordable Unit for which
rents are limited by virtue of this Regulatory Agreement or pursuant to other regulation during
the last two (2) Years of the Required Covenant Period shall be given notice by Developer at
least once every six (6) months prior to the expiration date of this requirement, that the rent
payable on such Required Affordable Unit may be raised to a market rate rent at the end of the
Required Covenant Period.
Selection of Tenants. Developer shall demonstrate to City that the proposed
tenants of the Required Affordable Unit of the Extremely Low Income Units constitute
Extremely Low Income Households; that the proposed tenants of Very Low Income Required
Units constitute Very Low Income Households; and that the proposed tenants of the Low Income
Required Units constitute Low Income Households.
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Prior to the rental or lease of a Required Affordable Unit to a tenant, and as set
forth in this Section 2 of Article II of this Regulatory Agreement, Developer shall require the
tenant to execute a written lease and to complete an Income Verification certifying that the
tenant(s) occupying the Unit is/are in the appropriate income category. Developer shall verify
the income of the tenants).
Developer shall accept as tenants on the same basis as all other prospective
tenants, persons who are recipients of federal certificates for rent subsidies pursuant to the
existing program under Section 8 of the United States Housing Act of 1937, or its successor.
Developer shall not apply selection criteria to Section 8 certificate holders which are more
burdensome than criteria applied to any other prospective tenants.
Determination of Alf
fordable Rent for the Required Affordable or dable Units. The
Required Affordable Units shall be rented or leased at Affordable Rent. The maximum monthly
rental for the Required Affordable Units shall be adjusted annually as permitted by Section
50053 of the California Health and Safety Code based on the annual adjustment to the Median
Income for the Area established pursuant to Section 50093 of the California Health and Safety
Code, as more particularly set forth in the Affordable Rent Worksheet.
DEVELOPER UNDERSTANDS AND KNOWINGLY AGREES THAT THE
MAXIMUM RENTAL FOR THE REQUIRED AFFORDABLE UNITS ESTABLISHED BY
THE ❑DA, THIS REGULATORY AGREEMENT AND THE CITY GRANT DEED IS
SUBSTANTIALLY BELOW THE FAIR MARKET RENT FOR THE REQUIRED
AFFORDABLE UNITS.
Section 3. Developer Verification and Program Compliance.
Income and Age Verification and Certification. Developer will obtain and
maintain on file an Income and Age Verification from each tenant (for every Unit on the Site),
dated immediately prior to the initial occupancy of such tenant in the Required Affordable Unit.
On June 15 following the completion of the Development, Developer shall file
with Authority or its designee a Certificate, containing all information required pursuant to
Health and Safety Code Section 33418. Each Certificate shall cover the immediately preceding
Year.
Developer shall maintain on file throughout the Required Covenant Period each
tenant's executed lease and Income and Age Verification and rental records for the Required
Affordable Units. Developer shall maintain complete and accurate records pertaining to the
Required Affordable Units, and will permit any duly authorized representative of City to inspect
the books and records of Developer pertaining to the occupancy of the Required Affordable
Units. Developer shall prepare and submit to City annually commencing the June 15 first
following the recording of the City Grant Deed and continuing throughout the Required
Covenant Period, a Certificate of Continuing Program Compliance. Such documentation shall
state for each Unit, the Unit size, the rental amount, the number of occupants, and the income of
the occupants and any other information which may be used to determined compliance with the
terms of this Regulatory Agreement.
In addition, as part of its annual report, at City's request, but not less frequently
than prior to each initial and subsequent rental of each Required Affordable Unit to a new tenant
household (but not lease renewals) and annually thereafter, Developer shall also provide to City
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completed income computation, asset evaluation, and certification forms, for any such tenant or
tenants, in substantially the form provided by City from time to time. Developer shall obtain an
annual certification from each household of each Required Affordable Unit demonstrating that
such household is an Extremely Low Income Household, or Low Income Household, as
applicable. Developer shall verify the income certification of each tenant household. Developer
shall submit to City copies of any and all tenant income and occupancy certifications upon
request of City. City may request (and Developer shall provide) additional documentation to
assist City's evaluation of Developer's compliance with this Agreement, if determined to be
necessary in the reasonable discretion of the Executive Director, specifically including (without
limitation) any documentation or additional certifications that may be necessary to verify
compliance with all requirements from all funding sources, and each tenant's status as to each
Required Affordable Unit. This requirement is in addition to and does not replace or supersede
Developer's obligation to annually submit the Certificate of Continuing Program Compliance to
City. Further, City has the right, but not the obligation to monitor compliance with respect to
each tenant household at the Rental Development, and City's election to monitor some, but not
all, of the Units shall not constitute a waiver of City's right to monitor and enforce compliance
with respect to all Units in the future.
Verification of Income of New and Continuing Tenants, Gross income
calculations for prospective (and continuing) tenants shall be determined in accordance with 25
Cal. Code Regs. Section 6914. Developer shall verify the income and information provided in
the income certification of the proposed tenant as set forth below.
(a) Developer shall verify the income of each proposed tenant of the
Required Affordable Units and by at least one of the following methods as appropriate to the
proposed tenant:
(i) obtain two (2) paycheck stubs from the person's two (2)
most recent pay periods;
(ii) obtain a true copy of an income tax return from the person
for the most recent tax year in which a return was filed;
(iii) obtain an income verification certification from the
employer of the person:
(iv) obtain an income verification certification from the Social
Security Administration and/or the California Department of Social Services if the person
receives assistance from such agencies; or
(v) obtain an alternate form of income verification reasonably
requested by Authority, if none of the above forms of verification is available to Developer.
Verification Regarding Eligibility of New Tenants. Developer shall retain
documentation regarding the eligibility of each new tenant household.
Reporting Amounts. In the event Developer fails to submit to City or its designee
the Certification as required by Section 3(a), Developer shall be in noncompliance with this
Regulatory Agreement.
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Section 4. Management of the Rental Development.
Manager. The Rental Development shall at all times be managed by an
experienced manager (the "Manager") reasonably acceptable to the City, with demonstrated
ability to operate residential developments like the Rental Development in a manner that will
provide decent, safe, and sanitary housing. The Developer shall submit for the City's approval
the identity of any proposed Manager. The Developer shall also submit such additional
information about the background, experience and financial condition of any proposed Manager
as is reasonably necessary for the City to determine whether the proposed Manager meets the
standard for a qualified Manager set forth above. If the proposed Manager meets the standard
for a qualified Manager set forth above, the City shall approve the proposed Manager by
notifying Developer in writing.
Perfnrma►zce Review. The Developer shall cooperate with the City in an annual
review of management practices, in connection with which the City shall have the right to review
and approve the annual operations and management budget; provided, however, that the City
reserves the right to conduct reviews more frequently at its sole discretion. The purpose of each
annual review will be to enable the City to detennine if the Improvements are being operated and
managed in accordance with the requirements and standards of this Agreement.
Replacement of Manager.
(i) If, as a result of the annual review, the City determines in its reasonable
judgment that the Improvements are not being operated and managed in accordance with any of
the requirements and standards of this Agreement, the City shall deliver notice to the Developer
of its intention to cause replacement of the Manager. Within fifteen ( 15) days of receipt by the
Developer of such written notice, the City and the Developer shall meet in good faith to consider
methods for improving the financial and operating status of the Rental Development, including,
without limitation, replacement of the Manager.
(ii) If, after such meeting, the City elects to proceed with the replacement of
the Manager, the City shall so notify the Developer in writing within fifteen (15) days following
the meeting. Thereupon, the Developer shall promptly dismiss the then Manager, and shall
appoint as the Manager a person or entity meeting the standards for a Manager set forth in this
section and approved by the City in its reasonable discretion. City shall have the right to
disapprove the replacement Manager within thirty (30) days, and in such case Developer shall
promptly dismiss the replacement Manager and appoint another replacement Manager meeting
the standards for a Manager set forth in this section and approved by the City in its reasonable
discretion. Notwithstanding the foregoing, the City's approval rights shall be subject and
subordinate to the rights of senior lender under the senior deed of trust.
(iii) Any contract for the operation or management of the Property entered into
by the Developer shall provide that the contract can be terminated as set forth above.
The Developer agrees that the Rental Development shall be preserved and
maintained throughout the term hereof in good condition and repair so as to provide decent, safe,
and sanitary housing, and in conformance with all applicable ordinances, statutes and regulations
promulgated by any governmental entity having jurisdiction over the Rental Development.
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Annual Inspection. Subject to the rights of the occupants of the Units, City shall
have the right to perform an annual on -site inspection of the units, common areas and grounds
and to perform an annual tenant file review to ensure that Developer is managing the Rental
Development in accordance with the requirements of this Agreement.
Annual Budget. Developer shall submit or shall cause its Property Manager to
submit to the City Manager on or before the completion of the Rental Development, and each
anniversary thereof, an annual budget for the ongoing operation of the Rental Development for
approval by City, which will not be unreasonably withheld. At the City's request, delivered
within thirty (30) days after receipt of the budget, each of Developer and the City shall cause its
respective representative(s) to meet within thirty (30) days following the receipt of request to
review the budget. Such review is without obligation to either party to propose or agree to any
modification of permitted operating expenses.
Management of Propery . Developer shall be completely responsible for the
management, administration and operation of the Rental Development including, but not limited
to the hiring and discharge of employees, salaries and all other related Rental Development
expenses, maintenance and repairs, including capital expenditures, the financial operations of the
Rental Development, the rental and re -rental of the apartment units in accordance with the
occupancy requirements set forth in this Agreement and all operational, maintenance and
management responsibilities of an Developer in a typical multi -family residential housing Rental
Development.
Reserves. The Developer will maintain replacement reserves in accordance with
the DDA and will not withdraw funds frorn such reserves without the consent of the City, which
will not be unreasonably withheld, subject and subordinate to the rights of the senior mortgage
lender.
Manager's Failure to Perform. In the event the manager appointed by Developer
for management of the Rental Development fails to perform the obligations imposed upon
Developer by this Section, such failure shall constitute a default under Section 10 hereof, and if
Developer shall fail to cure such default as provided in Section 10 hereof, then City shall have
the right, in addition to any other remedies of City, to require Developer, upon thirty (30) days'
prior written notice, to appoint a substitute management City, reasonably acceptable to both City
and Developer, subject and subordinate to the rights of the senior mortgage lender.
Gross Mismanagement. During the Required Covenant Period, in the event of
"Gross Mismanagement" (as defined below) of the Development, any acts of Gross
Mismanagement shall cease immediately upon written notice from the City Manager, and any
omissions constituting Gross Mismanagement shall be corrected within thirty (30) days after
written notice from the City Manager. If such an act or omission is not timely ceased/cured,
then, Developer shall within sixty (60) days replace the Property Manager with a new property
manager reasonably acceptable to the City Manager, subject to the rights of the senior mortgage
lender.
For purposes of this Agreement, the term "Gross Mismanagement" means
management of the Development in a manner which materially violates the terms and/or
intention of this Agreement to operate a first quality affordable housing complex, and shall
include, but is not limited to, any one or more of the following:
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11086-0(ki12304251O-doc
(a) Leasing to tenants who exceed the prescribed income levels;
(b) Subject to fair housing laws, allowing tenants to exceed the
prescribed occupancy levels without taking immediate action to stop such overcrowding;
(c) Under -funding required reserve accounts:
(d) Failing to submit timely and/or adequate annual reports to
Authority as required herein;
(e) Failing to comply with this Regulatory Agreement,
(0 Fraud or embezzlement of Development funds, including without
limitation funds in the reserve accounts;
(g) Failing to fully cooperate with the Temecula Police Department or
other local law enforcement agency(ies) with jurisdiction over the Development, in maintaining
a enine-free environment within the Development;
(h) Failing to fully cooperate with the Temecula Fire Department or
other local public safety agency(ies) with jurisdiction over the Development, in maintaining a
safe and accessible environment within the Development; and
(i) Failing to fully cooperate with the Temecula Planning and
Building and Safety Department, or other local health and safety enforcement agency(ies) with
jurisdiction over the Development, in maintaining a decent, safe and sanitary environment within
the Development.
Developer is obligated and shall use commercially reasonable efforts to correct
any defects in property management or operations at the earliest feasible time.
Code Enforcement. Developer acknowledges and agrees that City and its
employees and authorized agents, shall have the right to conduct code compliance and/or code
enforcement inspections of the Development and the individual dwelling units at the
Development (and not limited to the Required Affordable Units), both exterior and interior, at
reasonable times and upon reasonable notice (not less than 48 hours prior notice, except in an
emergency) to Developer and/or an individual tenant. If such notice is provided by Authority
representative(s) to Developer, then Developer shall immediately and directly advise any
affected tenant of such upcoming inspection and cause access to the area(s) and/or Units at the
Rental Development to be made available and open for inspection. Developer shall include
express advisement of such inspection rights within the lease/rental agreements for each Unit in
the Development in order for each and every tenant and tenant household to be aware of this
inspection right. The foregoing portion of this Section 5 is without limitation as to the exercise
of police powers by City.
Section 6. Keeping of Animals. No animals of any kind shall be raised, bred or kept on the
Site, except that domesticated dogs, cats or other household pets may be kept by the tenants in
the Rental Development at the discretion of Developer and subject to compliance with all laws.
However, no animal shall be kept, bred or maintained for any commercial purpose or for fighting
purposes. Nothing permitted herein shall derogate in any way the right of Developer to further
restrict keeping of pets.
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Section 7. Parking of Vehicles. Developer shall not permit the parking, storing or keeping
of any vehicle except wholly within the parking areas designated for the Required Affordable
Units. Developer shall not permit the parking, storing or keeping of any large commercial type
vehicle (dump truck, cement mixer truck, oil or gas truck, etc.), or any recreational vehicle over
twenty (20) feet in length (camper unit, motor home, trailer, mobile home or other similar
vehicle), boats over twenty (20) feet in length, or any vehicle other than a private passenger
vehicle, upon any portion of the Common Areas, including parking spaces. For purposes of this
section, a pickup truck with a pickup bed mounted camper shall be considered a private
passenger vehicle; provided however, that no such vehicle shall be used for residential purposes
while parked on the premises.
Developer shall not permit major repairs or major restorations of any motor vehicle, boat, trailer,
aircraft or other vehicle to be conducted upon any portion of the Common Area, including the
parking areas, except for emergency repairs thereto and then only to the extent necessary to
enable movement of the vehicle to a proper repair facility. No inoperable vehicle shall be stored
or kept in the Common Area. Developer shall give the vehicle owner not less than four (4) days,
nor more than seven (7) days' notice and an opportunity to remove any vehicle parked, stored or
kept in violation of the provisions of this Regulatory Agreement. Notice shall consist minimally
of a reasonably diligent attempt to personally notify the vehicle owner or alternatively leaving
written notice on the subject vehicle. After due notice and opportunity have been given to the
vehicle owner, Developer shall have the right to remove, at the vehicle owner's expense, any
vehicle parked, stored or kept in violation of the provisions of this Regulatory Agreement.
Section 8. Maximum Occupancies. No persons shall be permitted to occupy any Apartment
within the Rental Development in excess of applicable limit of maximum occupancy set by the
City Code and the laws of the State of California.
Section 9. Signs Required. "No loitering" signs will be posted at each building and enforced
by Developer. "Illegally parked vehicles will be towed" signs in compliance with California
Vehicle Code requirements will be posted and enforced by Developer.
Section 10. Fences and Electronic Installations. Developer shall not install or knowingly
permit to be installed on the exterior of any improvement or building on any fences or any
antenna or other television or radio receiving device, excepting satellite dishes having a diameter
of eighteen inches (18") or less, without prior written consent of City. This prohibition shall not
prohibit the installation of cable television or subscription wires or receiving devices.
Section 1 1. Structural Chancre. Nothing shall be done on the Site in, on or to any building
which would materially structurally change the exterior or the interior bearing walls of any such
building or structure without the prior written consent of the City and any such changes shall be
in compliance with all applicable laws including any required permits and ordinances of the City.
Nothing herein shall affect the rights of Developer to repair, alter or construct improvements on
the buildings on the Site unless such repair, alteration or improvement would impair the
structural integrity and/or exterior appearance of said buildings. Nothing herein shall be deemed
to prohibit work ordered to be performed by the City building official.
Section 12. Compliance with Laws. Developer shall comply with all applicable laws in
connection with the development and use of the Site, including without limitation the Fair
Housing Act (42 U.S.C. § 3601, et seq., and 24 C.F.R. § 100.300, et seq.). Developer is a
sophisticated party, with substantial experience in the acquisition, development, financing,
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obtaining financing for, marketing, and operation of affordable housing projects, and with the
negotiation, review, and preparation of agreements and other documents in connection with such
activities. Developer is familiar with and has reviewed all laws and regulations pertaining to the
acquisition, development and operation of the Rental Development and has obtained advice from
any advisers of its own choosing in connection with this Agreement.
ARTICLE III
DUTIES OF DEVELOPER: SPECIFIC MAINTENANCE RESPONSIBILITIES
Section 1. Exterior Building Maintenance. All exterior, painted surfaces shall be maintained
at all times in a clean and presentable manner, free from chipping, cracking and defacing marks.
Any such defacing marks shall be cleaned or removed within a reasonable period of time as set
forth herein.
Section 2. Front and Side Exteriors. Developer shall at all times maintain the front exterior
and yard in a clean, safe and presentable manner, free from defacing marks or any disrepair and
any visible side exteriors. Developer shall hire maintenance personnel to maintain and/or repair
any front exterior or yard or visible side yard and exterior of any lot or building.
Section 3. Graffiti Removal. All graffiti, and defacement of any type, including marks,
words and pictures must be removed and any necessary painting or repair completed by the later
to occur of (i) seventy-two (72) hours of their creation or (ii) seventy-two (72) hours after notice
to Developer.
Section 4. Driveways. All driveways must be paved and maintained with impervious
material in accordance with the City Code. In addition, all water must be made to drain freely to
the public part of the waterway without any pooling.
Section 5. Exterior Illumination. Developer shall at all times maintain adequate lighting in
all entrance ways and parking areas. Adequate lighting means outdoor, night lighting designed
and installed, which provides no less than one (1.0) foot candles in the parking areas and no less
than one and one-half (I -1 /2) foot candles in the walking areas or common areas and no less than
0.2 foot candles at the point of least illumination.
Section 6. Front Setbacks. All front setback areas that are not buildings, driveways or
walkways shall be adequately and appropriately landscaped in accordance with minimum
standards established by City and shall be maintained by Developer. The landscaping shall meet
minimum standards set from time to time by City.
Section 7. Trash Bins. Ali trash shall be collected and placed at all times in an enclosable
bin to be placed in a designated refuse/trash bin area. The designated area shall be located so
that the bin will, to the extent possible, be readily accessible from the street.
Section 8. Prohibited Signs. No sign of any kind shall be displayed to the public view on or
from any portion of the Site without the approval of City and appropriate City departments, if
any such approval is required by the City Code.
ARTICLE IV
OBLIGATION TO MAINTAIN, REPAIR AND REBUILD
Section 1. Maintenance. If, at any time, Developer fails to maintain the Rental Development
or any portion thereof, and said condition is not corrected after the expiration of forty-five (45)
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days from the date of written notice from City to both Developer and its limited partner., City
may perform the necessary maintenance and Developer shall pay such costs as are reasonably
incurred for such maintenance. Payment shall be due within fifteen (15) days of receipt of an
invoice from City.
City hereby agrees that any cure of any default made or tendered by Developer's limited partners
who shall have been identified in writing by Developer to City and shall be deemed to be a cure
by Developer and shall be accepted or rejected on the same basis as if made or tendered by
Developer; provided City shall have received written notice by Developer of the identity of, and
address for notices for, such limited partners and a copy of the applicable limited partnership
agreement and amendments showing they are limited partners.
Developer agrees to assume full responsibility for the operation and maintenance
of the Rental Development throughout the Required Covenant Period without expense to City,
and to perform all repairs and replacements necessary to maintain and preserve the Rental
Development and the Site in good repair, in a neat, clean, safe and orderly condition reasonably
satisfactory to City and in compliance with all applicable laws. Developer agrees that City shall
not be required to perform any maintenance, repairs or services or to assume any expense in
connection with the Rental Development and the Site. Developer hereby waives all rights to
make repairs or to cause any work to be performed at the expense of City as provided for in
Section 1941 and 1942 of the California Civil Code.
The following standards shall be compiled with by Developer and its maintenance
staff, contractors or subcontractors:
(1) Developer shall maintain the Rental Development, including individual
Required Affordable Units, all common areas, all interior and exterior facades, and all exterior
project site areas, in a safe and sanitary fashion suitable for a high quality, rental housing project.
Developer agrees to provide utility services, administrative services, supplies, contract services,
maintenance, maintenance reserves, and management for the entire project including interior
tenant spaces, common area spaces and exterior common areas. The services provided by
Developer shall include, but not be limited to, providing all common area electricity, gas, water,
property, Fire and Iiability insurance in the amounts set forth in this Regulatory Agreement, all
property taxes and personal property taxes, any and all assessments, maintenance and
replacement of all exterior landscaping, and all administration and overhead required for any
property manager.
(2) Landscape maintenance shall include, but not be limited to:
watering/irrigation, fertilization; mowing, edging, and trimming of grass; tree and shrub pruning;
trimming and shaping of trees and shrubs to maintain a healthy, natural appearance and safe road
conditions and visibility, and optimum irrigation coverage; replacement, as needed, of all plant
materials; control of weeds in all planters, shrubs, lawns, ground covers, or other planted areas;
and staking for support of trees.
(3) Clean-up maintenance shall include, but not be limited to: maintenance of
all private paths, parking areas. driveways and other paved areas in clean and weed -free
condition; maintenance of all such areas clear of dirt, mud, trash, debris or other matter which is
unsafe or unsightly; removal of all trash, litter and other debris from improvements and
landscaping prior to mowing; clearance and cleaning of all areas maintained prior to the end of
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the day on which the maintenance operations are performed to ensure that all cuttings, weeds,
leaves and other debris are properly disposed of by maintenance workers.
(4) The Rental Development shall be maintained in conformance and in
compliance with the approved construction and architectural plans and design scheme, as the
same may be amended from time to time with the approval of City.
(5) All maintenance work shall conform to all applicable federal and state
Occupational Safety and Health Act standards and regulations for the performance of
maintenance.
(6) Any and all chemicals, unhealthful substances, and pesticides used in and
during maintenance shall be applied only by persons in strict accordance with all governing
regulations,
(7) Parking lots, lighting fixtures, trash enclosures, and all areas shall be kept
free from any accumulation of debris or waste materials by regularly scheduled maintenance.
Section 2. Dama a and Destruction Affecting Development - Developer's Duty to Rebuild.
If all or any portion of the Site and the improvements thereon is damaged or destroyed by fire or
other casualty, Developer shall promptly proceed to obtain insurance proceeds and subject to the
terms of the senior loan secured by the Site and improvements, take all steps necessary to begin
reconstruction and, immediately upon receipt of insurance proceeds, to promptly and diligently
commence the repair or replacement of the Rental Development to substantially the same
condition as the Rental Development is required to be constructed pursuant to the DDA, subject
to the sufficiency of the insurance proceeds to cover the actual cost of repair, replacement, or
restoration, and Developer shall complete the same as soon as possible thereafter so that the
Rental Development can be occupied as an affordable housing project in accordance with the
DDA. In no event shall the repair, replacement, or restoration period exceed eighteen
(18) months from the date Developer obtains insurance proceeds unless the City Manager, in his
or her reasonable discretion, approves a longer period of time, subject to the terms of the senior
loan secured by the Site and improvements. If the then -existing laws of any other governmental
agencies with jurisdiction over the Site do not permit the repair, replacement, or restoration,
Developer may elect not to repair, replace, or restore the Rental Development by giving notice to
City (in which event the insurance proceeds shall be treated as Residual Receipts and shall be
distributed to the Parties in accordance with the terms of the City Loan Promissory Note entered
pursuant to the DDA, and Developer shall be required to remove all debris from the Site) or
Developer may reconstruct such other Rental Development on the Site as is consistent with
applicable land use regulations and approved by City, and any other governmental agency or
agencies with jurisdiction, and City may pursue remedies of its choosing under this Agreement,
including without limitation termination of the DDA and accelerating the payment of the City
Loan in accordance with the terms of the City Loan Promissory Note.
In furtherance of the requirements of this Section 2, Developer shall keep the construction on the
Site insured by carriers at all times reasonably satisfactory to City against loss by fire and such
other hazards, casualties, liabilities and contingencies as included within an all risk extended
coverage hazard insurance policy, in an amount of the full replacement cost of the constructions.
In the event of loss, Developer shall give prompt notice to the insurance carrier and to Authority.
H-15
! 1086. *01Q3042510.dm
If the Site is abandoned by Developer, or if Developer fails to respond to City within thirty (30)
days from the date notice is mailed by City to Developer that the insurance carrier offers to settle
a claim for insurance benefits, City is authorized to collect and apply the insurance proceeds at
City's option either to restoration or repair of the Site.
Section 3. Variance in Exterior Appearance and Design. In the event the Rental
Development sustains substantial physical damage due to a casualty event, Developer may apply
to City for approval to reconstruct, rebuild or repair in a planner which will provide different
exterior appearance and lot design from that which existed prior to the date of the casualty.
Section 4. Time Limitation. Upon damage to the Site or the Dental Development or other
improvements, Developer shall be obligated to proceed with all due diligence hereunder and
commence reconstruction within two (2) months after the damage occurs and complete
reconstruction within six (6) months after damage occurs or demolition and vacate within two (2)
months, unless prevented by causes beyond their reasonable control, in which event
reconstruction shall be commenced and completed at the earliest feasible time,
ARTICLE V
ENFORCEMENT
Section I. Remedies. Breach of the covenants contained in the Regulatory Agreement may
be enjoined, abated or remedied by appropriate legal proceeding by City, No remedies shall be
instituted until the party complaining of a violation has provided written notice to the other party
and such party has failed to cure the alleged violation within thirty (30) days of receipt of the
written notice. City hereby agrees that any cure of any default made or tendered by Developer's
limited partners who shall have been identified in writing by Developer to City and shall be
deemed to be a cure by Developer and shall be accepted or rejected on the same basis as if made
or tendered by Developer; provided City shall have received written notice by Developer of the
identity of, and address for notices for, such limited partners and a copy of the applicable limited
partnership agreement and amendments showing they are limited partners.
This Regulatory Agreement does not in any way infringe on the right or duties of City to enforce
any of the provisions of the City Code including, but not limited to, the abatement of dangerous
buildings.
Section 2. Nuisance. The result of every act or omission whereby any of the covenants
contained in this Regulatory Agreement are violated in whole or in part is hereby declared to be
and constitutes a nuisance, and every remedy allowable at law or equity, against a nuisance,
either public or private, shall be applicable against every such result and may be exercised by
any owner or its successors in interest, without derogation of City's rights under law.
Section 3. Right of Entry. In addition to the above general rights of enforcement, City shall
have the right through its agents and employees, to enter upon any part of the project area for the
purpose of enforcing the California Vehicle Code, and the ordinances and other regulations of
City, and for maintenance and/or repair of any or all publicly owned utilities. In addition, City
has the right of entry at reasonable hours and upon and after reasonable attempts to contact
Developer, on any lot to effect emergency repairs or maintenance which Developer has failed to
perform. Subsequent to sixty (60) days written notice to Developer specifically outlining
Developer's noncompliance, City shall have the right of entry on the Site at reasonable hours to
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1 1096.0001 \2304251 v1doe
enforce compliance with this Regulatory Agreement which Developer has failed to perform.
This Section 3 is without limitation as to the exercise of police powers of City.
Section 4. Costs of Repair. The costs borne by City for any such repairs or maintenance
emergency and/or non -emergency, shall become a charge for which Developer shall be responsible.
Section 5. Cumulative Remedies. The remedies herein provided for breach of the covenants
contained in this Regulatory Agreement shall be deemed cumulative, and none of such remedies
shall be deemed exclusive.
Section 6. Failure to Enforce. The failure to enforce any of the covenants contained in this
Regulatory Agreement shall not constitute a waiver of the right to enforce the same thereafter.
Section 7. Enforcement and Nonliability. City may from time to time make such efforts, if
any, as it shall deem appropriate enforce and/or assist in enforcing this Regulatory Agreement.
However, City will not be subject to any liability for failure to affirmatively enforce any
provision of this Regulatory Agreement.
ARTICLE VI
GENERAL PROVISIONS
Section 1. Covenant Against Partition. By acceptance of its interest in the Site, Developer
shall be deemed to covenant for itself and for its heirs, representatives, successors and assigns,
that it will not institute legal proceedings or otherwise seek to effect partition of its right and
interest in the interest being conveyed to Developer, or the burdens running with the land as a
result of this Regulatory Agreement.
Section 2. Severability. Invalidation of any one of these covenants or restrictions by
judgment or court order shall in no way affect any other provisions which shall remain in all
force and effect.
Section 3. Term. This Regulatory Agreement shall run with and bind the interest of
Developer in the Site, and shall inure to the owner(s) of any property subject to this Regulatory
Agreement, his legal representatives, heirs, successors and assigns, and as provided in Article VI,
Sections 2 and 3, be enforceable by City, for a term equal to the Required Covenant Period as
defined herein, provided, however, that the covenants regarding nondiscrimination set forth in
Section 4 of Article II of this Regulatory Agreement shall remain in effect for perpetuity. This
Regulatory Agreement shall not be subordinate to the lien of any financing obtained by
Developer with respect to the Site.
Section 4. Construction. The provisions of this Regulatory Agreement shall be liberally
construed to effectuate its purpose of creating a uniform plan for the development and operation
of the Required Affordable Units available at Affordable Rent for Very Low Income.
Households, and, to the extent provided herein, Low Income Households in conformity with the
Prescribed Income Levels. The article and section headings have been inserted for convenience
only, and shall not be considered or referred to in resolving questions of interpretation or
construction.
Developer shall be obligated by this Regulatory Agreement to comply with the provisions
hereof, as well as the City Grant Deed. In the event of conflict, Developer shall comply with the
most stringent requirements, in each case.
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Section 5. Amendments. This Regulatory Agreement may be amended only by the written
agreement of Developer and City.
Section 6. Encroachments. None of the rights and obligations of Developer created herein shall
be altered in any way by encroachments due to settlement or shifting of structures or any other cause.
There shall be valid easements for the maintenance of said encroachments so long as they shall exist;
provided, however, that in no event shall a valid easement for encroachment be created in favor of
Developer if said encroachment occurs due to the willful conduct of said Developer.
Section T. Notices. Any notice permitted or required to be delivered as provided herein to
Developer shall be in writing and may be delivered either by reputable overnight service or
certified mail to its address on the first page hereof. and shall be effective as of one business day
after delivery to the messenger service for overnight delivery, or the date of delivery or
attempted delivery shown on the return receipt. Such address may be changed from time to time
by notice in writing.
Section 8. Notice of Transfer of Title; Notice of Property Manalger. Developer shall
promptly notify City in writing of the identity and address for notices for the initial Property
Manager and any replacement thereof, and Developer shall also promptly notify the City in
writing of any conveyance of the Approved Housing Development, including the name of any
buyer and the address for notices of the buyer.
DEVELOPER:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings VII. LLC
an Idaho limited liability company
a general partner
By:
Caleb Roope, Manager
CITY:
CITY OF TEMECULA,
a municipal corporation
By:
Print Name:
Title:
ATTEST:
Randi ]ohl, City Clerk
H-18
1t086- 00112304251v3_do�
EXHIBIT A
LEGAL ❑ESCRIPTION OF THE SITE
Real property in the City of Temecula, County of Riverside, State of California, described as
follows:
PARCELS 1 AND 2 OF PARCEL MAP 9839, IN THE CITY OF TEMECULA, COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 61,
PAGE 14 OF PARCEL MAPS, RECORDS OF SAID COUNTY, CALIFORNIA.
EXCEPT THEREFROM THAT PORTION OF PARCEL 1 CONVEYED TO THE RIVERSIDE
COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT, A BODY
POLITIC, BY DOCUMENT RECORDED JANUARY 14, 2015 AS INSTRUMENT NO. 2015-
0016730 OF OFFICIAL RECORDS
Assessor's Parcel Numbers: 922-053-021-2 & 922-053-048-7
THE NORTHWESTERLY 255 FEET OF THE FOLLOWING DESCRIBED PROPERTY:
THE NORTHWESTERLY ONE-HALF OF THAT TRACT OF LAND FORMERLY USED AS
RAILROAD RIGHT OF WAY AND STATION GROUND OF THE ATCHISON, TOPEKA
AND SANTA FE RAILROAD COMPANY, CONVEYED TO N.R. VAIL, ET AL., BY DEED
RECORDED JUNE 11, 1940 IN BOOK 464, PAGE 505 OF OFFICIAL RECORDS OF
RIVERSIDE COUNTY, CALIFORNIA, SAID PROPERTY BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHERLY CORNER OF LOT I, BLOCK 27 OF THE
TOWN OF TEMECULA, IN THE CITY OF TEMECULA, SHOWN BY MAP ON FILE IN
BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN DIEGO COUNTY, CALIFORNIA;
THENCE SOUTHWESTERLY IN A STRAIGHT LINE TO THE MOST EASTERLY
CORNER OF LOT 1, BLOCK 36, AS SHOWN BY SAID MAP; THENCE
NORTHWESTERLY IN A STRAIGHT LINE TO THE MOST NORTHERLY CORNER OF
LOT 10, BLOCK 37, AS SHOWN BY SAID MAP;
THENCE NORTHEASTERLY ON A STRAIGHT LINE TO THE MOST WESTERLY
CORNER OF LOT 22, BLOCK 25 ON SAID MAP;
THENCE SOUTHEASTERLY IN A STRAIGHT LINE TO THE POINT OF BEGINNING.
EXCEPTING THEREFROM THE NORTHWESTERLY 595 FEET THEREOF.
ALSO EXCEPT THEREFROM THOSE PORTIONS INCLUDED IN RIVER AND PUJOL
STREETS AS SHOWN ON SAID MAP.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND CONDEMNED BY THE
RIVERSIDE COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT AS
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11086-OW 1/2304251 vldor
SET FORTH AND DESCRIBED IN THAT CERTAIN DOCUMENT RECORDED
OCTOBER 05, 2010 AS INSTRUMENT NO. 2010-047 753 5 OF OFFICIAL RECORDS.
Assessor's Parcel Number: 922-053-047-6
H-20
11086-000 1 12 3 042 5 1 v3. doc
VICINITY MAP
City of Temecula PA18-0081
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A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
State of California
County of
On , before me,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose names) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature.
(Seal)
H-21
l 108E-000 1 M04251 vldoc
A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
State of California
County of
On , before me,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by hislherltheir signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature (Seal)
H-22
11 0864M 1 \2304251 v3_doc
A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
State of California
County of
On , before me,
(insert name and title of the officer)
Notary Public, personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
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!1086-0001.12304251v3.doc
RECORDING REQUESTED BY, AND
WHEN RECORDED RETURN TO:
City of Temecula
41000 Main Street
Temecula, CA 92590
Attention: City Clerk
with a copy to:
Temecula Pacific Associates
430 East State Street, Suite 100
Eagle, ID 83616
Attn: Caleb Roope
APN(s):922-053-021-2, 922-053-048-7 and
922-053-047-6
(Spare above for Recorder's Use.)
This document is exempt from the payment of a rc*c:ording fee
pursuant to Government Code Section 6103.
AFFORDABILITY RESTRICTIONS AND REGULATORY AGREEMENT
(DENSITY BONUS)
These AFFORDABILITY RESTRICTIONS AND REGULATORY AGREEMENT
("Regulatory Agreement") is hereby entered, effective as of , 20—, by and
among the CITY OF TEMECULA, a municipal corporation ("City"), and TEMECULA
PACIFIC ASSOCIATES, a California limited partnership ("Developer') (City and Developer
are sometimes collectively referred to herein as the "Parties.").
RECITALS
WHEREAS, City and Developer have entered into that certain unrecorded Disposition and
Development Agreement dated as of , 2019 (the "DDA") for the improvement and
development of certain real property described in Exhibit "A" (to which this Regulatory
Agreement is attached) as the "Site", which DDA provides for the recordation of this Regulatory
Agreement. The DDA is incorporated herein by this reference, and any capitalized term not
defined herein shall have the meaning established therefor in the DDA.
WHEREAS, this Regulatory Agreement establishes a plan for the improvement, development
and maintenance of the Site, for the benefit of City, and constitutes a "density bonus housing
agreement" under the Temecula Municipal Code for which Developer has been given an
incentive and waiver relating to parking, specifically that the required number parking spaces
have been reduced from 137 to 102.
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1 10864)t 01 U3042 51 v3.doc
WHEREAS, it is contemplated under the DDA that, as of the recordation of this Regulatory
Agreement, Developer has acquired or shall concurrent with the recording hereof acquire fee title
from the City to the "Site". The form of the grant deed under which Developer shall take title
under the DDA is referenced to as the "City Grant Deed."
WHEREAS, City and Developer wish to adopt this Regulatory Agreement to further govern the
use of the Site to comply with the City's density bonus ordinances. City shall not subordinate
this Regulatory Agreement to any deed of trust or other liens.
NOW, THEREFORE, City and Developer (as owner of real property interests described
hereinabove), declare that the Site shall be held, transferred, encumbered, used, sold, conveyed,
leased and occupied subject to the covenants, conditions and restrictions hereinafter set forth
expressly and exclusively for the use and benefit of said property. Each and all of the
restrictions, limitations, conditions, covenants, liens, reservations and charges herein contained
shall run with the land and be recorded on the property title and shall be binding on Parties, their
grantees, successors, heirs, executors, administrators, devisees or assigns, and all subsequent
owners of all or any part of the Site, during the term of this Regulatory Agreement.
ARTICLE I
DEFINITIONS
The definitions provided herein shah be applicable to this Regulatory Agreement and also to any
amendment or supplement (unless the context implicitly or explicitly shall prohibit), recorded
against the Site pursuant to the provision of this Regulatory Agreement.
Section 1. "Affiliated Person" means, when used in reference to a specific person,
any person that directly or indirectly controls or is controlled by or under common control with
the specified person, any person that is an officer or director of, a trustee of, or a general partner,
managing member or operator in, the specified person or of which the specified person is an
officer, director, trustee, general partner or managing member.
Section 2. "Affordable Housing Development" means an affordable housing project
operated in conformity with this Regulatory Agreement throughout the Required Covenant
Period.
Section 3_ "Affordable Rent", per month, means, for an Extremely Low Income
Household, a monthly rent (including a reasonable utility allowance) that does not exceed thirty
percent (30%) of thirty percent (30%) of Median Income for a household size approximate to the
Unit; for a Very Low Income Household, a monthly rent (including a reasonable utility
allowance) which does not exceed one -twelfth (1112th) of thirty percent (30%) of fifty percent
(50%) of Median Income for a household size appropriate to the Unit; and for a Low Income
Household, a monthly rent (including reasonable utility allowance) which does not exceed one -
twelfth (1112th) of thirty percent (30%) of sixty percent (60%) of Median Income for a
household size of appropriate to the Unit.
Section 4. "Approved Housing Development' means all improvements as provided
to be developed by Developer under the DDA. The Approved Housing Development must be
completed in strict conformity with all specifications contained in or referred to in the DDA.
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1 1096-M 1/2304251 v1doc
Section 5. "Area" means the San Bernardino -Riverside Primary Metropolitan
Statistical Area, as periodically defined by HUD.
Section 6. "Certificate" or "Certification" is defined in Section 3(a).
Section 7. "City", as defined in the first paragraph hereof, means the City of
Yucaipa, a municipal corporation.
Section 8. "City Code" means and refers to the City of Temecula Municipal Cade, as
revised from time to time.
Section 9. "City Grant Deed" means a grant deed in the form attached to the DDA.
Section 10. "Common Areas" means all areas on the Site that are open or accessible to
all tenants of the Site (such as grounds, but excluding interiors of Units).
Section 11. "Extremely Low Income Household" means a household earning not
greater than the extremely low income limit for Riverside County, adjusted for household size,
pursuant to Health and Safety Code Section 50106.
Section 12. "Gross income" means all payments from all sources received by a person
(together with the gross income of all persons of the age of 18 years or older who intend to reside
with such person in one residential unit) whether in cash or in kind as calculated pursuant to the
Department of Housing and Urban Development ("HUD") Regulations (24 C.F.R. § 813) and 25
California Code of Regulations Section 6914.
Section 13. "Household size appropriate to the unit' shall be two persons for a one
bedroom unit, three persons for a two bedroom unit, and four persons for a three bedroom unit.
Section 14. "Low Income Household" or "Lower Income Household" means a
household earning not greater than the lower income household limit for Riverside County
described in Health and Safety Code Section 50079.5 that is not a Very Low Income Household
or Extremely Low Income Household.
Section 15. "Low Income Unit" or "Lower Income Unit" means a Unit occupied at
Affordable Rent by a Low Income Household.
Section 16. "Map of the Site" means Exhibit B hereto.
Section 17. "Median Income" or "Median Income for the Area" means the median
income for the Sites most recently determined by the Secretary of Housing and Urban
Development under Section 8 of the United States Housing Act of 1937, as amended, or, if
programs under Section 8 are terminated, Median Income for the Area determined under the
method used by the Secretary prior to such termination. Such Median Income is published at 25
California Code of Regulations Section 6932, as modified from time to time.
Section 18. "Prescribed Income Levels" means the following:
H-26
11086-00011230425 I ►'3.dnr
A. Thirty percent (30%) of Median Income for the Area for three (3) one-bedroorn
one -bath Units.
B. Forty percent (40%) of Median Income for the Area for: (i) three (3) two -
bedroom Units; and (ii) one (1) three -bedroom two -bathroom Unit.
C. Fifty percent (50%) of Median Income for the Area for one (1) one -bedroom one -
bathroom Unit.
D. Sixty percent (60%) of Median Income for the Area for two (2) one -bedroom one -
bathroom Units.
Type Income of Household Number of Units
as Percentage of AMI
1 BRI1 BA
30% 3
1 BRl l BA
50% 1
1 BRI1 BA
60% 2
2BR11 BA
40% 3
3 BR12BA
40% 1
Section 19. '`Regulatory Agreement" means this Regulatory Agreement and any
amendments, modifications or supplements.
Section 20. "Rental Development" means the sixty (60) Unit residential rental
development on the Site.
Section 21. "Required Affordable Unit" means any of the ten (10) of the dwelling
units in the Rental Development, and available to, occupied by, or held vacant for occupancy
under this Agreement only by tenants qualifying as Extremely Low Income Households, Very
Low Income Households and Low Income Households and rented at Affordable Rent. (One
dwelling unit is a manager unit.)
Section 22. "Required Covenant Period" means the period commencing on the date all
Required Affordable Units have been completed as evidenced by the City's issuance of a Final
Certificate of Occupancy for the Rental Development, and ending as of the Fifty-fifth (55th)
anniversary thereof.
Section 23. "Site" means all of the real property and appurtenances as described in the
Recitals above. including all structures and other improvements thereon, and those hereafter
constructed.
Section 24. "Special Needs" means a household with one or more autistic children.
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H 086-0001 \2304251 vlduc
Section 25. "Unit" means a dwelling unit on the Rental Development.
Section 26. "Very Low Income Households" means households earning not greater than
the very low income limit for Riverside County, adjusted for household size, pursuant to Health
and Safety Code Section 50105.
Section 27. "Very Low Income Unit" means a Unit occupied at Affordable Rent by a
Very Low Income Household.
Section 28. "Very -Low Income Required Units" means the Required Affordable Units
which are required to be rented to Very Low Income Households at Affordable Rent for Very Low
Income Households.
Section 29. "Year" means a calendar year, excepting that the last Year hereunder shall
be deemed to end as of the expiration of this Regulatory Agreement.
ARTICLE II
LAND USE RESTRICTIONS; IMPROVEMENTS
Section 1. Uses. Developer shall develop the Approved Housing Development on the Site in
conformity with the DDA. Thereafter, the Site shall be operated as an Affordable Housing
Development and devoted only to the uses specified in the DDA and the City Grant Deed for the
periods of time specified herein. All uses conducted on the Site, including, without limitation, all
activities undertaken by Developer pursuant to the DDA, shall conform to all applicable provisions
of the City Code and the City Approvals.
The Site shall be used, maintained and operated in accordance with the DDA, the City Grant Deed,
and this Regulatory Agreement for the Required Covenant Period. None of the units in the Rental
Development shall at any time be utilized on a transient basis nor shall the Rental Development or
any portion thereof ever be used as a hotel, motel, dormitory, fraternity or sorority house, rooming
house, hospital, nursing home, sanitarium, rest home or trailer court or park. No part of the Site,
from the date Developer acquired the Site, has been or will at any time be owned or used as a
cooperative housing corporation or a community apartment project or a stock cooperative.
Section 2. Affordable Housing.
Special needs. Through the Required Covenant Period, to the extent not in violation
with any state or federal law (including any fair housing or equal protection laws) Developer shall
use commercially reasonable efforts to provide a preference for 12 Units to be rented to households
with Special Needs ("Special Needs Units") on the following basis:
a. The Special Needs Units shall be interspersed throughout the Project and may
be interchanged with other Units at Developer's discretion.
b. Developer shall engage a nonprofit social service organization ("Social Service
Entity") reasonably acceptable to and approved by the City to identify, qualify and maintain a
waitlist of households with Special Needs who desire to reside in the Project. The Developer shall
also submit additional information about the background, expericen, and financial condition of
any proposed Social Service Entity as is reasonably necessary for the City to determine
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1 1086-M)112304251 v4.doc
whether the proposed Social Service Entity is qualified. If the City approved the proposed Social
Service Entity, the City shall notify the Developer in wrting,
c. Developer shall, or shall direct the Social Service Entity to, contact households
on the waitlist for intial occupancy of the Special Needs Units and thereafter as any such units
become vacant. In addition, such households shall be required to statisfy all of the standard
requirements and criteria of Developer or its property manager to qualify tenants, including the
income restrictions set forth herein.
d. To the extent that there are insufficient qualified households on the waitlist at
any time when there are less than 12 units occupied by Special Needs households, Developer
shall, or shall direct the Social Service Entity to, identify additional qualified Special Needs
households for the Unit; provided however that if such households are not identified despite
Developer's reasonable efforts, or if the available Unit is not appropriate for the size or other
particular requirements of the Special Needs household , then such Unit may instead be rented to
any qualified household, and the next vacant Unit shall instead become available for a Special
Needs household under the provisions set forth hereinabove.
e. Upon written request by the City, but no more frequently than bi-annually
unless the City has reason to believe that Developer is in default hereunder, Developer shall
provide a written certification to the City evidencing compliance with the aforementioned
provisions, including a copy of the then current waitlist. In addition, City shall have the right to
contact the Social Service Entity at any time, and from time to time, to verify compliance.
Affordabili4� Restrictions,- Number of Units. Throughout the Required Covenant
Period, the Developer shall cause the Required Affordable Units to be rented in accordance with
the definition of "Prescribed Income Levels" in Section 18 at Affordable Rents.
Except to the extent prohibited by federal law, in the event a household's income
initially complies with the corresponding income level/restriction but the income of such
household increases, such increase shall not be deemed to result in a violation of the restrictions
of this Regulatory Agreement concerning limitations upon income of occupants, provided that
the occupancy by such household is for a reasonable time of not to exceed three hundred sixty-
five (365) days (measured from the time the income of the household ceases to qualify at the
designated affordability level). Developer shall include in its rental agreements provisions which
implement this requirement and limitation, and Developer shall expressly inform prospective
renters as to this limitation prior to the commencement of a tenancy.
Duration of Affordability Requirements. The restriction shall apply throughout
the Required Covenant Period. All tenants residing in any Required Affordable Unit for which
rents are limited by virtue of this Regulatory Agreement or pursuant to other regulation during
the last two (2) Years of the Required Covenant Period shall be given notice by Developer at
least once every six (6) months prior to the expiration date of this requirement, that the rent
payable on such Required Affordable Unit may be raised to a market rate rent at the end of the
Required Covenant Period.
Selection af' Tenants. Developer shall demonstrate to City that the proposed
tenants of Required Affordable Units of the Extremely Low Income Units constitute Extremely
Low Income Households; that the proposed tenants of Very Low Income Required Units
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constitute Very Low Income Households, and that the proposed tenants of the Low Income
Required Units constitute Low Income Households.
Prior to the rental or lease of a Required Affordable Unit to a tenant, and as set
forth in this Section 2 of Article lI of this Regulatory Agreement, Developer shall require the
tenant to execute a written lease and to complete an Income Verification certifying that the
tenant(s) occupying the Unit is/are in the appropriate income category. Developer shall verify
the income of the tenant(s).
Developer shall accept as tenants on the same basis as all other prospective
tenants, persons who are recipients of federal certificates for rent subsidies pursuant to the
existing program under Section 8 of the United States Housing Act of 1937, or its successor.
Developer shall not apply selection criteria to Section 8 certificate holders which are more
burdensome than criteria applied to any other prospective tenants.
Determination oJ* A116rdable Rent _ br the Required Affordable Units. The
Required Affordable Units shall be rented or leased at Affordable Rent. The maximum monthly
rental for the Required Affordable Units shall be adjusted annually as permitted by Section
50053 of the California Health and Safety Code based on the annual adjustment to the Median
Income for the Area established pursuant to Section 50093 of the California Health and Safety
Code, as more particularly set forth in the Affordable Rent Worksheet,
DEVELOPER UNDERSTANDS AND KNOWINGLY AGREES THAT THE
MAXIMUM RENTAL FOR THE REQUIRED AFFORDABLE UNITS ESTABLISHED BY
THE DDA, THIS REGULATORY AGREEMENT AND THE CITY GRANT DEED IS
SUBSTANTIALLY BELOW THE FAIR MARKET RENT FOR THE REQUIRED
AFFORDABLE UNITS.
Section 3. Developer Verification and Program Compliance.
Income and Age Verification and Certification. Developer will obtain and
maintain on file an Income and Age Verification from each tenant (for every Unit on the Site),
dated immediately prior to the initial occupancy of such tenant in the Required Affordable Units.
On June 15 following the completion of the Development, Developer shall file
with Authority or its designee a Certificate, containing all information required pursuant to
Health and Safety Code Section 33418. Each Certificate shall cover the immediately preceding
Year.
Developer shall maintain on file throughout the Required Covenant Period each
tenant's executed lease and Income and Age Verification and rental records for the Rental
Development and the Required Affordable Units. Developer shall maintain complete and
accurate records pertaining to the Units, and will permit any duly authorized representative of
City to inspect the books and records of Developer pertaining to the occupancy of the Required
Affordable Units. Developer shall prepare and submit to City annually commencing the June 15
first following the recording of the City Grant Deed and continuing throughout the Required
Covenant Period, a Certificate of Continuing Program Compliance. Such documentation shall
state for each Required Affordable Unit in the Rental Development the Unit size, the rental
amount, the number of occupants, and the income of the occupants and any other information
which may be used to determined compliance with the terms of this Regulatory Agreement.
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In addition, as part of its annual report, at City's request, but not less frequently
than prior to each initial and subsequent rental of each Required Affordable Unit to a new tenant
household (but not lease renewals) and annually thereafter, Developer shall also provide to City
completed income computation, asset evaluation, and certification forms, for any such tenant or
tenants, in substantially the form provided by City from time to time. Developer shall obtain an
annual certification from each household, Required Affordable Unit demonstrating that such
household is an Extremely Low Income Household, Very Low Income Household or Low
Income Houuehold, as applicable. Developer shall verify the income certification of each tenant
household. Developer shall submit to City copies of any and all tenant income and occupancy
certifications upon request of City. City may request (and Developer shall provide) additional
documentation to assist City's evaluation of Developer's compliance with this Agreement, if
determined to be necessary in the reasonable discretion of the Executive Director, specifically
including (without limitation) any documentation or additional certifications that may be
necessary to verify compliance with all requirements from all funding sources, and each tenant's
status as to each Required Affordable Unit. This requirement is in addition to and does not
replace or supersede Developer's obligation to annually submit the Certificate of Continuing
Program Compliance to City. Further, City has the right, but not the obligation to monitor
compliance with respect to each tenant household at the Rental Development, and City's election
to monitor some, but not all, of the Units shall not constitute a waiver of City's right to monitor
and enforce compliance with respect to all Units in the future.
Verification of Income of New and Continuing Tenants. Gross income
calculations for prospective (and continuing) tenants shall be determined in accordance with 25
Cal. Code Regs. Section 6914. Developer shall verify the income and information provided in
the income certification of the proposed tenant as set forth below.
(a) Developer shall verify the income of each proposed tenant of the
Required Affordable Units and by at least one of the following methods as appropriate to the
proposed tenant:
(i) obtain two (2) paycheck stubs from the person's two (2)
most recent pay periods;
(ii) obtain a true copy of an income tax return from the person
for the most recent tax year in which a return was filed;
(iii) obtain an income verification certification from the
employer of the person:
(jv) obtain an income verification certification from the Social
Security Administration and/or the California Department of Social Services if the person
receives assistance from such agencies; or
(v) obtain an alternate form of income verification reasonably
requested by Authority, if none of the above forms of verification is available to Developer.
lrerification Regarding Eligibility of New Tenants. Developer shall retain
documentation regarding the eligibility of each new tenant household.
Reporting Amounts. In the event Developer fails to submit to City or its designee
the Certification as required by Section 3(a), Developer shall be in noncompliance with this
Regulatory Agreement.
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Section 4. Management of the Rental Development.
Manager. The Rental Development shall at all times be managed by an
experienced manager (the "Manager") reasonably acceptable to the City, with demonstrated
ability to operate residential developments like the Rental Development in a manner that will
provide decent, safe, and sanitary housing. The Developer shall submit for the City's approval
the identity of any proposed Manager. The Developer shall also submit such additional
information about the background, experience and financial condition of any proposed Manager
as is reasonably necessary for the City to determine whether the proposed Manager meets the
standard for a qualified Manager set forth above. If the proposed Manager meets the standard
for a qualified Manager set forth above, the City shall approve the proposed Manager by
notifying Developer in writing,
Pedbrmance Review. The Developer shall cooperate with the City in an annual
review of management practices, in connection with which the City shall have the right to review
and approve the annual operations and management budget; provided, however, that the City
reserves the right to conduct reviews more frequently at its sole discretion. The purpose of each
annual review will be to enable the City to determine if the Improvements are being operated and
managed in accordance with the requirements and standards of this Agreement.
Replacement of Manager.
(1) If, as a result of the annual review, the City determines in its reasonable
judgment that the Improvements are not being operated and managed in accordance with any of
the requirements and standards of this Agreement, the City shall deliver notice to the Developer
of its intention to cause replacement of the Manager. Within fifteen (15) days of receipt by the
Developer of such written notice, the City and the Developer shall meet in good faith to consider
methods for improving the financial and operating status of the Rental Development, including,
without limitation, replacement of the Manager.
(ii) If, after such meeting, the City elects to proceed with the replacement of
the Manager, the City shall so notify the Developer in writing within fifteen (15) days following
the meeting. Thereupon, the Developer shall promptly dismiss the then Manager, and shall
appoint as the Manager a person or entity meeting the standards for a Manager set forth in this
section and approved by the City in its reasonable discretion. City shall have the right to
disapprove the replacement Manager within thirty (30) days, and in such case Developer shall
promptly dismiss the replacement Manager and appoint another replacement Manager meeting
the standards for a Manager set forth in this section and approved by the City in its reasonable
discretion. Notwithstanding the foregoing, the City's approval rights shall be subject and
subordinate to the rights of senior lender under the senior deed of trust.
(iii) Any contract for the operation or management of the Property entered into
by the Developer shall provide that the contract can be terminated as set forth above.
The Developer agrees that the Rental Development shall be preserved and
maintained throughout the term hereof in good condition and repair so as to provide decent, safe,
and sanitary housing, and in conformance with all applicable ordinances, statutes and regulations
promulgated by any governmental entity having jurisdiction over the Rental Development.
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Annual Inspection. Subject to the rights of the occupants of the Units, City shall
have the right to perform an annual on -site inspection of the units, common areas and grounds
and to perform an annual tenant file review to ensure that Developer is managing the Rental
Development in accordance with the requirements of this Agreement.
Annual Budget. Developer shall submit or shall cause its Property Manager to
submit to the City Manager on or before the completion of the Rental Development, and each
anniversary thereof, an annual budget for the ongoing operation of the Rental Development for
approval by City, which will not be unreasonably withheld. At the City's request, delivered
within thirty (30) days after receipt of the budget, each of Developer and the City shall cause its
respective representative(s) to meet within thirty (30) days following the receipt of request to
review the budget. Such review is without obligation to either party to propose or agree to any
modification of permitted operating expenses.
Management of Property,. Developer shall be completely responsible for the
management, administration and operation of the Rental Development including, but not limited
to the hiring and discharge of employees, salaries and all other related Rental Development
expenses, maintenance and repairs, including capital expenditures, the financial operations of the
Rental Development, the rental and re -rental of the apartment units in accordance with the
occupancy requirements set forth in this Agreement and all operational, maintenance and
management responsibilities of an Developer in a typical multi -family residential housing Rental
Development.
Resen,es. The Developer will maintain replacement reserves in accordance with
the ❑DA satisfactory to the City and will not withdraw funds from such reserves without the
consent of the City, which will not be unreasonably withheld., subject and subordinate to the
rights of senior mortgage lender.
Manager's Failure to Perjorrn. In the event the manager appointed by Developer
for management of the Rental Development fails to perform the obligations imposed upon
Developer by this Section, such failure shall constitute a default under Section 10 hereof, and if
Developer shall fail to cure such default as provided in Section 10 hereof, then City shall have
the right, in addition to any other remedies of City, to require Developer, upon thirty (30) days'
prior written notice, to appoint a substitute management City, reasonably acceptable to both City
and Developer, subject and subordinate to the rights of senior mortgage lender.
Gross Mismanagement. During the Required Covenant Period, in the event of
"Gross Mismanagement" (as defined below) of the Development, any acts of Gross
Mismanagement shall cease immediately upon written notice from the City Manager, and any
omissions constituting Gross Mismanagement shall be corrected within thirty (30) days after
written notice from the City Manager. If such an act or omission is not timely ceased/cured,
then, Developer shall within sixty (60) days replace the Property Manager with a new property
manager reasonably acceptable to the City Manager, subject to the rights of the senior mortgage
lender.
For purposes of this Agreement, the term "Gross Mismanagement" means
management of the Development in a manner which materially violates the terms and/or
intention of this Agreement to operate a first quality affordable housing complex, and shall
include, but is not limited to, any one or more of the following:
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(a) Leasing to tenants who exceed the prescribed income levels;
(b) Subject to fair housing laws, allowing tenants to exceed the
prescribed occupancy levels without taking immediate action to stop such overcrowding;
(c) Under -funding required reserve accounts;
(d) Failing to submit timely and/or adequate annual reports to
Authority as required herein;
(e) Failing to comply with this Regulatory Agreement;
(f) Fraud or embezzlement of Development funds, including without
limitation funds in the reserve accounts;
(g) Failing to fully cooperate with the Temecula Police Department or
other local law enforcement agency(ies) with jurisdiction over the Development, in maintaining
a crime -free environment within the Development;
(h) Failing to fully cooperate with the Temecula Fire Department or
other local public safety agency(ies) with jurisdiction over the Development, in maintaining a
safe and accessible environment within the Development; and
(i) Failing to fully cooperate with the Temecula Planning and
Building and Safety Department, or other local health and safety enforcement agency(ies) with
jurisdiction over the Development, in maintaining a decent, safe and sanitary environment within
the Development.
Developer is obligated and shall use commercially reasonable efforts to correct
any defects in property management or operations at the earliest feasible time.
Code Egfbrcement. Developer acknowledges and agrees that Authority and its
employees and authorized agents, shall have the right to conduct code compliance and/or code
enforcement inspections of the Development and the individual dwelling units at the
Development (and not limited to the Required Affordable Units), both exterior and interior, at
reasonable times and upon reasonable notice (not less than 48 hours prior notice, except in an
emergency) to Developer and/or an individual tenant. If such notice is provided by Authority
representative(s) to Developer, then Developer shall immediately and directly advise any
affected tenant of such upcoming inspection and cause access to the area(s) and/or Units at the
Development to be made available and open for inspection. Developer shall include express
advisement of such inspection rights within the lease/rental agreements for each Unit in the
Development in order for each and every tenant and tenant household to be aware of this
inspection right. The foregoing portion of this Section 5 is without limitation as to the exercise
of police powers by City.
Section 6. Keeping of Animals. No animals of any kind shall be raised, bred or kept on the
Site, except that domesticated dogs, cats or other household pets may be kept by the tenants in
the Rental Development at the discretion of Developer and subject to compliance with all laws.
However, no animal shall be kept, bred or maintained for any commercial purpose or for fighting
purposes. Nothing permitted herein shall derogate in any way the right of Developer to further
restrict keeping of pets.
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Section 7. Parking of Vehicles. Developer shall not pen -nit the parking, storing or keeping
of any vehicle except wholly within the parking areas designated for the Required Affordable
Units. Developer shall not permit the parking, storing or keeping of any large commercial type
vehicle (dump truck, cement mixer truck, oil or gas truck, etc.), or any recreational vehicle over
twenty (20) feet in length (camper unit, motor home, trailer, mobile home or other similar
vehicle), boats over twenty (20) feet in length, or any vehicle other than a private passenger
vehicle, upon any portion of the Common Areas, including parking spaces. For purposes of this
section, a pickup truck with a pickup bed mounted camper shall be considered a private
passenger vehicle; provided however, that no such vehicle shall be used for residential purposes
while parked on the premises.
Developer shall not permit major repairs or major restorations of any motor vehicle, boat, trailer,
aircraft or other vehicle to be conducted upon any portion of the Common Area, including the
parking areas, except for emergency repairs thereto and then only to the extent necessary to
enable movement of the vehicle to a proper repair facility. No inoperable vehicle shall be stored
or kept in the Common Area. Developer shall give the vehicle owner not less than four (4) days,
nor more than seven (7) days' notice and an opportunity to remove any vehicle parked, stored or
kept in violation of the provisions of this Regulatory Agreement. Notice shall consist minimally
of a reasonably diligent attempt to personally notify the vehicle owner or alternatively leaving
written notice on the subject vehicle. After due notice and opportunity have been given to the
vehicle owner, Developer shall have the right to remove, at the vehicle owner's expense, any
vehicle parked, stored or kept in violation of the provisions of this Regulatory Agreement.
Section 8. Maximum Occupancies. No persons shall be permitted to occupy any Apartment
within the Rental Development in excess of applicable limit of maximum occupancy set by the
City Code and the laws of the State of California.
Section 9. SiVis Required. "No loitering" signs will be posted at each building and enforced
by Developer. "Illegally parked vehicles will be towed" signs in compliance with California
Vehicle Code requirements will be posted and enforced by Developer.
Section 10. Fences and Electronic Installations. Developer shall not install or knowingly
permit to be installed on the exterior of any improvement or building on any fences or any
antenna or other television or radio receiving device, excepting satellite dishes having a diameter
of eighteen inches (18") or less, without prior written consent of City. This prohibition shall not
prohibit the installation of cable television or subscription wires or receiving devices.
Section 11. Structural Chanuc. Nothing shall be done on the. Site in, on or to any building
which would materially structurally change the exterior or the interior bearing walls of any such
building or structure without the prior written consent of the City, and any such change shall be
in compliance with applicable Iaw. Nothing herein shall affect the rights of Developer to repair,
alter or construct improvements on the buildings on the Site unless such repair, alteration or
improvement would impair the structural integrity andlor exterior appearance of said buildings.
Nothing herein shall be deemed to prohibit work ordered to be performed by the City building
official.
Section 12. Compliance with Laws. Developer shall comply with all applicable laws in
connection with the development and use of the Site, including without limitation the Fair
Housing Act (42 U.S.C. § 3601, el seq., and 24 C.F.R. § 100.300, el seq.). Developer is a
sophisticated party, with substantial experience in the acquisition, development, financing,
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obtaining financing for, marketing, and operation of affordable housing projects, and with the
negotiation, review, and preparation of agreements and other documents in connection with such
activities. Developer is familiar with and has reviewed all laws and regulations pertaining to the
acquisition, development and operation of the Rental Development and has obtained advice from
any advisers of its own choosing in connection with this Agreement.
ARTICLE III
DUTIES OF DEVELOPER: SPECIFIC MAINTENANCE RESPONSIBILITIES
Section 1. Exterior Building Maintenance. All exterior, painted surfaces shall be maintained
at all times in a clean and presentable manner, free from chipping, cracking and defacing marks,
Any such defacing marks shall be cleaned or removed within a reasonable period of time as set
forth herein.
Section 2. Front and Side Exteriors. Developer shall at all times maintain the front exterior
and yard in a clean, safe and presentable manner, free from defacing marks or any disrepair and
any visible side exteriors. Developer shall hire maintenance personnel to maintain and/or repair
any front exterior or yard or visible side yard and exterior of any lot or building.
Section 3. Graffiti Removal. All graffiti, and defacement of any type, including marks,
words and pictures must be removed and any necessary painting or repair completed by the later
to occur of (i) seventy-two (72) hours of their creation or (1i) seventy-two (72) hours after notice
to Developer.
Section 4. Driveways. All driveways must be paved and maintained with impervious
material in accordance with the City Code. In addition, all water must be made to drain freely to
the public part of the waterway without any pooling.
Section 5. Exterior Illumination. Developer shall at all times maintain adequate Iighting in
all entrance ways and parking areas. Adequate lighting means outdoor, night lighting designed
and installed, which provides no less than one (1.0) foot candles in the parking areas and no less
than one and one-half (I -1 /2) foot candles in the walking areas or common areas and no less than
0.2 foot candles at the point of least illumination.
Section 6. Front Setbacks. All front setback areas that are not buildings, driveways or
walkways shall be adequately and appropriately landscaped in accordance with minimum
standards established by City and shall be maintained by Developer. The landscaping shall meet
minimum standards set from time to time by City.
Section 7. Trash Bins. All trash shall be collected and placed at all times in an enclosable
bin to be placed in a designated refuse/trash bin area. The designated area shall be located so
that the bin will, to the extent possible, be readily accessible from the street.
Section 8. Prohibited Signs. No sign of any kind shall be displayed to the public view on or
from any portion of the Site without the approval of City and appropriate City departments, if
any such approval is required by the City Code.
ARTICLE IV
OBLIGATION TO MAINTAIN, REPAIR AND REBUILD
Section 1. Maintenance by Developer. Developer shall, at its sole cost and expense,
maintain and repair the Rental Development thereon keeping the same in a decent, safe and
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sanitary manner, in good condition and making all repairs as they may be required by this
Regulatory Agreement and by all applicable City Code provisions, including without limitation
Uniform Code provisions. Developer shall also maintain the landscaping required to be planted
in a healthy Condition. If, at any time, Developer fails to maintain the Rental Development or
any portion thereof, and said condition is not corrected after the expiration of forty-five (45 ) days
from the date of written notice from City, City may perform the necessary maintenance and
Developer shall pay such costs as are reasonably incurred for such maintenance. Payment shall
be due within fifteen (15) days of receipt of an invoice from City.
Maintenance and Repair. Developer agrees to assume full responsibility for the
management, operation and maintenance of the Rental Development and the Site throughout the
Required Covenant Period without expense to City, and to perform all repairs and replacements
necessary to maintain and preserve the Rental Development and the Site in good repair, in a neat,
clean, safe and orderly condition reasonably satisfactory to City and in compliance with all
applicable laws. Developer agrees that City shall not be required to perform any maintenance,
repairs or services or to assume any expense in connection with the Rental Development.
Developer hereby waives all rights to make repairs or to cause any work to be performed at the
expense of City as provided for in Section 1941 and 1942 of the California Civil Code.
The following standards shall be complied with by Developer and its maintenance
staff, contractors or subcontractors:
(1) Developer shall maintain the Rental Development, including individual
Required Affordable Units, all common areas, all interior and exterior facades, and all exterior
project site areas. in a safe and sanitary fashion suitable for a high quality, rental housing project.
Developer agrees to provide utility services, administrative services, supplies, contract services,
maintenance, maintenance reserves, and management for the entire project including interior
tenant spaces, common area spaces and exterior common areas. The services provided by
Developer shall include, but not be limited to, providing all common area electricity, gas, water,
property, fire and liability insurance in the amounts set forth in this Regulatory Agreement, all
property taxes and personal property taxes, any and all assessments, maintenance and
replacement of all exterior landscaping, and all administration and overhead required for any
property manager.
(2) Landscape maintenance shall include, but not be limited to:
watering/irrigation; fertilization; mowing, edging, and trimming of grass; tree and shrub pruning;
trimming and shaping of trees and shrubs to maintain a healthy, natural appearance and safe road
conditions and visibility, and optimum irrigation coverage; replacement, as needed, of all plant
materials; control of weeds in all planters, shrubs, lawns, ground covers, or other planted areas;
and staking for support of trees.
(3) Clean-up maintenance shall include, but not be limited to: maintenance of
all private paths, parking areas, driveways and other paved areas in clean and weed -free
condition; maintenance of all such areas clear of dirt, mud, trash, debris or other matter which is
unsafe or unsightly; removal of all trash, Iitter and other debris from improvements and
landscaping prior to mowing; clearance and cleaning of all areas maintained prior to the end of
the day on which the maintenance operations are performed to ensure that all cuttings, weeds,
leaves and other debris are properly disposed of by maintenance workers.
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(4) The Development shall be maintained in conformance and in compliance
with the approved construction and architectural plans and design scheme, as the same may be
amended from time to time with the approval of City.
(5) All maintenance work shall conform to all applicable federal and state
Occupational Safety and Health Act standards and regulations for the performance of
maintenance.
(6) Any and all chemicals, unhealthful substances, and pesticides used in and
during maintenance shall be applied only by persons in strict accordance with all governing
regulations.
(7) Parking lots, lighting fixtures. trash enclosures, and all areas shall be kept
free from any accumulation of debris or waste materials by regularly scheduled maintenance.
Section 2. Damage and Destruction Affecting Development - Developer's Duty to Rebuild.
If all or any portion of the Site and the improvements thereon is damaged or destroyed by fire or
other casualty, Developer shall promptly proceed to obtain insurance proceeds and, subject to the
terms of the senior loan secured by the Site and improvements, take all steps necessary to begin
reconstruction and, immediately upon receipt of insurance proceeds, to promptly and diligently
commence the repair or replacement of the Rental Development to substantially the same
condition as the Rental Development is required to be constructed pursuant to the DDA, subject
to the sufficiency of the insurance proceeds to cover the actual cost of repair, replacement, or
restoration, and Developer shall complete the same as soon as possible thereafter so that the
Rental Development can be occupied as an affordable housing project in accordance with the
DDA. In no event shall the repair, replacement, or restoration period exceed eighteen
(I 8) months from the date Developer obtains insurance proceeds unless the City Manager, in his
or her reasonable discretion, approves a longer period of time, subject to the terms of the senior
loan secured by the Site and improvements. If the then -existing laws of any other governmental
agencies with jurisdiction over the Site do not permit the repair, replacement, or restoration,
Developer may elect not to repair, replace, or restore the Rental Development by giving notice to
City (in which event the insurance proceeds shall be treated as Residual Receipts and shall be
distributed to the Parties in accordance with the terms of the City Loan Promissory Note entered
pursuant to the DDA, and Developer shall be required to remove all debris from the Site) or
Developer may reconstruct such other Rental Development on the Site as is consistent with
applicable land use regulations and approved by City, and any other governmental agency or
agencies with jurisdiction, and City may pursue remedies of its choosing under this Agreement,
including without limitation tennination of the DDA and accelerating the payment of the City
Loan in accordance with the terms of the City Loan Promissory Note.
In furtherance of the requirements of this Section 2, Developer shall keep the construction on the
Site insured by carriers at all times reasonably satisfactory to City against loss by fire and such
other hazards, casualties, liabilities and contingencies as included within an all risk extended
coverage hazard insurance policy, in an amount of the full replacement cost of the constructions.
In the event of loss, Developer shall give prompt notice to the insurance carrier and to Authority.
If the Site is abandoned by Developer, or if Developer fails to respond to City within thirty (30)
days from the date notice is mailed by City to Developer that the insurance carrier offers to settle
a claim for insurance benefits, City is authorized to collect and apply the insurance proceeds at
City's option either to restoration or repair of the Site.
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Section 3. Variance in Exterior Appearance and Design. In the event the Rental
Development sustains substantial physical damage due to a casualty event, Developer may apply
to City for approval to reconstruct, rebuild or repair in a manner which will provide different
exterior appearance and lot design from that which existed prior to the date of the casualty.
Section 4. Time Limitation. Upon damage to the Site or the Rental Development or other
improvements, Developer shall be obligated to proceed with all due diligence hereunder and
commence reconstruction within two (2) months after the damage occurs and complete
reconstruction within six (6) months after damage occurs or demolition and vacate within two (2)
months, unless prevented by causes beyond their reasonable control, in which event
reconstruction shall be commenced and completed at the earliest feasible time.
ARTICLE V
ENFORCEMENT
Section 1. Remedies. Breach of the covenants contained in the Regulatory Agreement may
be enjoined, abated or remedied by appropriate legal proceeding by City. No remedies shall be
instituted until the party complaining of a violation has provided written notice to the other party
and such party has failed to cure the alleged violation within thirty (30) days of receipt of the
written notice.
This Regulatory Agreement does not in any way infringe on the right or duties of City to enforce
any of the provisions of the City Code including, but not limited to, the abatement of dangerous
buildings.
Section 2. Nuisance_ The result of every act or omission whereby any of the covenants
contained in this Regulatory Agreement are violated in whole or in part is hereby declared to be
and constitutes a nuisance, and every remedy ailowable at law or equity, against a nuisance.
either public or private, shall be applicable against every such result and may be exercised by
any owner or its successors in interest, without derogation of City's rights under law.
Section 3. Right of Entry. In addition to the above general rights of enforcement, City shall
have the right through its agents and employees, to enter upon any part of the project area for the
purpose of enforcing the California Vehicle Code, and the ordinances and other regulations of
City, and for maintenance and/or repair of any or all publicly owned utilities. In addition, City
has the right of entry at reasonable hours and upon and after reasonable attempts to contact
Developer, on any lot to effect emergency repairs or maintenance which Developer has failed to
perform. Subsequent to sixty (60) days written notice to Developer specifically outlining
Developer's noncompliance, City shall have the right of entry on the Site at reasonable hours to
enforce compliance with this Regulatory Agreement which Developer has failed to perform.
This Section 3 is without limitation as to the exercise of police powers of City.
Section 4. Costs of Re air. The costs borne by City for any such repairs or maintenance
emergency and/or non -emergency, shall become a charge for which Developer shall be
responsible.
Section 5. Cumulative Remedies. The remedies herein provided for breach of the covenants
contained in this Regulatory Agreement shall be deemed cumulative, and none of such remedies
shall be deemed exclusive.
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Section 6. Failure to Enforce. The failure to enforce any of the covenants contained in this
Regulatory Agreement shall not constitute a waiver of the right to enforce the same thereafter.
Section 7. Enforcement and Non -liability. City may from time to time make such efforts, if
any, as it shall deem appropriate enforce and/or assist in enforcing this Regulatory Agreement.
However, City will not be subject to any liability for failure to affirmatively enforce any
provision of this Regulatory Agreement.
ARTICLE VI
GENERAL PROVISIONS
Section 1. Covenant Against _ Partition. By acceptance of its interest in the Site, Developer
shall be deemed to covenant for itself and for its heirs, representatives, successors and assigns,
that it will not institute legal proceedings or otherwise seek to effect partition of its right and
interest in the interest being conveyed to Developer, or the burdens running with the land as a
result of this Regulatory Agreement.
Section 2. Severability. Invalidation of any one of these covenants or restrictions by
judgment or court order shall in no way affect any other provisions which shall remain in all
force and effect.
Section 3. Term. This Regulatory Agreement shall run with and bind the interest of
Developer in the Site, and shall inure to the owner(s) of any property subject to this Regulatory
Agreement, his legal representatives, heirs, successors and assigns, and as provided in Article VI,
Sections 2 and 3, be enforceable by City, for a term equal to the Required Covenant Period as
defined herein, provided; however, that the covenants regarding nondiscrimination set forth in
Section 4 of Article II of this Regulatory Agreement shall remain in effect for perpetuity. This
Regulatory Agreement shall not be subordinate to the lien of any financing obtained by
Developer with respect to the Site.
Section 4. Construction. The provisions of this Regulatory Agreement shall be liberally
construed to effectuate its purpose of creating a uniform plan for the development and operation
of Required Affordable Units available at Affordable Rent for Very Low Income Households,
and, to the extent provided herein, Low Income Households in conformity with the Prescribed
Income Levels. The article and section headings have been inserted for convenience only, and
shall not be considered or referred to in resolving questions of interpretation or construction.
Developer shall be obligated by this Regulatory Agreement to comply with the provisions
hereof, as well as the City Grant Deed. In the event of conflict, Developer shall comply with the
most stringent requirements, in each case.
Section S. Amendments. This Regulatory Agreement may be amended only by the written
agreement of Developer, and City.
Section 6. Encroachments. None of the rights and obligations of Developer created herein
shall be altered in any way by encroachments due to settlement or shifting of structures or any
other cause. There shall be valid easements for the maintenance of said encroachments so long
as they shall exist; provided, however, that in no event shall a valid easement for encroachment
be created in favor of Developer if said encroachment occurs due to the willful conduct of said
Developer.
H-40
11084-0001 \2304251 v3.doc
Section 7. Notices, Any notice permitted or required to be delivered as provided herein to
Developer shall be in writing and may be delivered either by reputable overnight service or
certified mail to its address on the first page hereof, and shall be effective as of one business day
after delivery to the messenger service for overnight delivery, or the date of delivery or
attempted delivery shown on the return receipt. Such address may be changed from time to time
by notice in writing.
Section 8. Notice of Transfer of Title, Notice of Property Manager. Developer shall
promptly notify City in writing of the identity and address for notices for the initial Property
Manager and any replacement thereof, and Developer shall also promptly notify the City in
writing of any conveyance of the Approved Housing Development, including the name of any
buyer and the address for notices of the buyer.
DEVELOPER:
TEMECULA PACIFIC ASSOCIATES
By: TPC Holdings VII, LLC
an Idaho limited liability company
a general partner
M.
Caleb Roope, Manager
CITY:
CITY OF TEMECULA,
a municipal corporation
By:
Print Name:
Title:
►.10MOON
Rand] 3ohl, City Clerk
H-41
1 i086-NO1\2304251vJ,anc
EXHIBIT A
LEGAL DESCRIPTION OF THE SITE
Real property in the City of Temecula, County of Riverside, State of California, described as
follows:
PARCELS I AND 2 OF PARCEL MAP 9839, IN THE CITY OF TEMECULA, COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 61,
PAGE 14 OF PARCEL MAPS, RECORDS OF SAID COUNTY, CALIFORNIA.
EXCEPT THEREFROM THAT PORTION OF PARCEL I CONVEYED TO THE RIVERSIDE
COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT, A BODY
POLITIC, BY DOCUMENT RECORDED JANUARY 14, 2015 AS INSTRUMENT NO, 2015-
0016730 OF OFFICIAL RECORDS
Assessor's Parcel Numbers: 922-053-021-2 & 922-053-048-7
THE NORTHWESTERLY 255 FEET OF THE FOLLOWING DESCRIBED PROPERTY:
THE NORTHWESTERLY ONE-HALF OF THAT TRACT OF LAND FORMERLY USED AS
RAILROAD RIGHT OF WAY AND STATION GROUND OF THE ATCHISON, TOPEKA
AND SANTA FE RAILROAD COMPANY, CONVEYED TO N.R. VAIL, ET AL., BY DEED
RECORDED JUNE 11, 1940 IN BOOK 464. PAGE 505 OF OFFICIAL RECORDS OF
RIVERSIDE COUNTY, CALIFORNIA, SAID PROPERTY BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHERLY CORNER OF LOT 1, BLOCK 77 OF THE
TOWN OF TEMECULA, IN THE CITY OF TEMECULA, SHOWN BY MAP ON FILE IN
BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN ❑IEGO COUNTY, CALIFORNIA;
THENCE SOUTHWESTERLY IN A STRAIGHT LINE TO THE MOST EASTERLY
CORNER OF LOT 1, BLOCK 36, AS SHOWN BY SAID MAP. THENCE
NORTHWESTERLY IN A STRAIGHT LINE TO THE MOST NORTHERLY CORNER OF
LOT 10, BLOCK 37, AS SHOWN BY SAID MAP;
THENCE NORTHEASTERLY ON A STRAIGHT LINE TO THE MOST WESTERLY
CORNER OF LOT 22, BLOCK 25 ON SAID MAP;
THENCE SOUTHEASTERLY IN A STRAIGHT LINE TO THE POINT OF BEGINNING.
EXCEPTING THEREFROM THE NORTHWESTERLY 595 FEET THEREOF.
ALSO EXCEPT THEREFROM THOSE PORTIONS INCLUDED IN RIVER AND PUJOL
STREETS AS SHOWN ON SAID MAP.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND CONDEMNED BY THE
RIVERSIDE COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT AS
H-42
I1086-WIL)3pd"_51vldoc
SET FORTH AND DESCRIBED IN THAT CERTAIN DOCUMENT RECORDED
OCTOBER 05, 2010 AS INSTRUMENT NO.2010-0477535 OF OFFICIAL RECORDS.
Assessor's Parcel Number: 922-053-047-6
H-43
1 1086-0001 \2304251 v3.doc
VICINITY MAP
City of Temecula PA18-0081
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Sy9tems
A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document,
State of California
County of
On , before me,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the persons), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY CE PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature.
(Seal)
H-44
11086-0001 M04251 v1doc
A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
State of California
County of
On , before me, ,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose names) is/are
subscribed to the within instrument and acknowledged to me that be/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature.
(Seal)
H-45
i 10S6-00011231h4251duc
A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy. or validity of that document.
State of California
County of
On , before me,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in hislherltheir authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hind and official seal.
Signature.
(Seal)
H-46
1 108 6-000112304_151 v3,doc
EXHIBIT "I"
FORM OF CERTIFICATE OF COMPLETION
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
APN(s): 922-053-021-2; 922-053-048-7;
922-053-047-6
(Space Above for Recorder's Ilse Only)
This document is exempt from the payment of a recording
fee pursuant to Government Code Section 27383.
CERTIFICATE OF COMPLETION
THIS CERTIFICATE OF COMPLETION (the "Certificate") is made by the CITY OF
TEMECULA, a municipal corporation (the "City"), in favor of TEMECULA PACIFIC
ASSOCIATES, a California limited partnership.
RECITALS
A. City and Developer have entered into that certain unrecorded Disposition and
Development Agreement (the "DDA") dated as of 1 2019 concerning the
development of certain real property situated in the City of Temecula, California, described in
Exhibit "A" attached hereto (the "Site").
B. As referenced in Section 3.11 of the DDA, City is required to furnish Developer
or its successors with a Certificate of Completion upon completion of construction of the
"Project" (as defined in the DDA), which Certificate is required to be in such form as to permit it
to be recorded in the Recorder's Office of Riverside County. This Certificate is conclusive
deterniination of satisfactory completion of the construction and development required by the
DDA.
C. City has conclusively determined that the construction and developti-tent of the
Project has been satisfactorily completed.
NOW, THEREFORE, City hereby certifies as follows:
1. City does hereby certify that the Project to be constructed by Developer has been
fully and satisfactorily completed in full conformance with the DDA.
I- I
1 t0&6-000112304251v3.doc
2. This Certificate shall not constitute evidence of compliance with or satisfaction of
any obligation of Developer to any holder of a mortgage, or any insurer of a mortgage, securing
money loaned to finance construction work on the Site, or any part thereof.
3. This Certificate shall not constitute evidence of DeveIoper's compliance with
those covenants in the ❑DA that survive the issuance of this Certificate.
4. This Certificate is not a Notice of Completion as referred to in California Civil
Code Section 3093.
5. Nothing contained in this instrument shall modify in any other way any other
provisions of the DDA (including without limitation the attachments thereto).
IN WITNESS WHEREOF, City has executed this Certificate of Completion this day
of .20 .
CITY OF TEMECULA
M.
, City Manager
ATTEST:
, City Clerk
1-2
1 1086-0001 \23042510.doc
A notary public or other officer completing this certificate verifies only the identity of
the individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
State of California
County of
On , before me,
(insert name and title of the officer)
Notary Public, personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in hislherltheir authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that
the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
I-3
3108E-OOD 1 \2304251-3.dox
EXHIBIT "A"
LEGAL DESCRIPTION
Real property in the City of Temecula, County of Riverside, State of California, described as
follows:
PARCELS I AND 2 OF PARCEL MAP 9839, IN THE CITY OF TEMECULA, COUNTY OF
RIVERSIDE, STATE OF CALIFORNIA, AS SHOWN BY MAP ON FILE IN BOOK 61,
PAGE 14 OF PARCEL MAPS, RECORDS OF SAID COUNTY, CALIFORNIA.
EXCEPT THEREFROM THAT PORTION OF PARCEL 1 CONVEYED TO THE RIVERSIDE
COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT, A BODY
POLITIC, BY DOCUMENT RECORDED JANUARY 14, 2015 AS INSTRUMENT NO, 2015-
0016730 OF OFFICIAL RECORDS
Assessor's Parcel Numbers: 922-053-021-2 & 922-053-049-7
THE NORTHWESTERLY 255 FEET OF THE FOLLOWING DESCRIBED PROPERTY:
THE NORTHWESTERLY ONE-HALF OF THAT TRACT OF LAND FORMERLY USED AS
RAILROA❑ RIGHT OF WAY AND STATION GROUND OF THE ATCHISON, TOPEKA
AND SANTA FE RAILROAD COMPANY, CONVEYED TO N.R. VAIL, ET AL., BY DEED
RECORDED JUKE 11, 1940 IN BOOK 464, PAGE 505 OF OFFICIAL RECORDS OF
RIVERSIDE COUNTY, CALIFORNIA, SAID PROPERTY BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHERLY CORNER OF LOT 1, BLOCK 27 OF THE
TOWN OF TEMECULA, IN THE CITY OF TEMECULA, SHOWN BY MAP ON FILE IN
BOOK 15, PAGE 726 OF MAPS, RECORDS OF SAN DIEGO COUNTY, CALIFORNIA;
THENCE SOUTHWESTERLY IN A STRAIGHT LINE TO THE MOST EASTERLY
CORNER OF LOT 1, BLOCK 36, AS SHOWN BY SAID MAP; THENCE
NORTHWESTERLY IN A STRAIGHT LINE TO THE MOST NORTHERLY CORNER OF
LOT 10, BLOCK 37, AS SHOWN BY SAID MAP;
THENCE NORTHEASTERLY ON A STRAIGHT LINE TO THE MOST WESTERLY
CORNER OF LOT 22, BLOCK 25 ON SAID MAP;
THENCE SOUTHEASTERLY IN A STRAIGHT LINE TO THE POINT OF BEGINNING
EXCEPTING THEREFROM THE NORTHWESTERLY 595 FEET THEREOF.
ALSO EXCEPT THEREFROM THOSE PORTIONS INCLUDED IN RIVER AND PUJOL
STREETS AS SHOWN ON SAID MAP.
ALSO EXCEPT THEREFROM THAT PORTION OF SAID LAND CONDEMNED BY THE
RIVERSIDE COUNTY FLOOD CONTROL AND WATER CONSERVATION DISTRICT AS
1-4
11 U8fiOM 1123042510 Aoc
SET FORTH AND DESCRIBED IN THAT CERTAIN DOCUMENT RECORDED
OCTOBER 05, 2010 AS INSTRUMENT NO. 2010-0477535 OF OFFICIAL RECORDS.
Assessor's Parcel Number: 922-053-047-5
I-5
1 1086-OW1 \2304251 Y3.doc
Exnfflruw
BASE PRO -FORMA
(Attached.)
J-1
1 1086-OW 1 \2304251 v3.doc
Vine Creek Apts.
A 60-Unit Workforce Housing Community
Temecula, CA
Financial Pro Forma
Rev. 5/12/19
Prepared By:
Caleb Roope
Pacific West Communities, Inc.
430 East State Street, Suite 100
Eagle, ID 83616
208.461.0022 x 3015
208.461.3267 fax
calebr@tpchousing.com
Rev. 5112119
DEVELOPMENT BUDGET
Vine Creels Apts.
Temecula, CA
Total Land Costs
Total Acquisition Costs
New Construction and/or Rehabilitation
Off -Site Work
Prevailing Wages
On Site Work
Structures
General Requirements
Contractor Overhead
Contractor Profit
Construction Contingency
Total Construction Costs
Financing Costs
Construction Loan interest
Construction Loan Fee
Construction Lender Costs (Legal, Etc.;
Bond Issuer & Trustee Fees
Permanent Loan Fees
Permanent Loan Costs
Tax Credit Fees
Bond Counsel
Financial Advisor
Total Financing Costs
Soft Costs
Architectural
Engineering/Surveying/E nv i ran me n to I
Taxes During Construction
Insurance
Title & Recording
Borrower Attorney
Appraisal
Local Tap, Building Permit, & Impact Fees
Marketing
Relocation Costs
Furnishings
Cost Certification
Market Study
Soft Cost Contingency
Developer Overhead & Profit
Consultant Fee
Total Soft Costs
Reserves
Rent Reserve
Operating Reserve
Total Reserve Costs
Project
Costs
$ 2,683,000
1,320,000
9.693.600
660,816
220,272
660,8 66
630,000
$ 13,185,504
$ 265,000
131,000
50,000
21,500
25,000
82,652
Cost Per Cost Per Tax Credit
Unit Res. Sq. Ft. Eligible Basis
$ 44,717 $ 47.50
S
22,000
161,5 00
11,014
3,671
11,014
S 219.758
$ 4,417
2,183
833
358
417
1,378
$ 575,152 $ 9,586
$ 400,000
200,000
16 75-5
197,$00
40,000
40,000
10,OQ0
1,619,643
$ 78,947
40,000
16,000
16 5Q
100,000
2,000,000
$ 4,756,390
$ 6,667
3.333
167
3,297
667
667
167
26,994
1.316
667
167
167
1,667
33,333
S 79.273
S 50.000 $ 833
113,496 9 1,892
$ 163,496
$ 2,725
23.37
171.63
11.70
3.90
11.70
�11 15
$ 233.45
$ 4.69
2.32
0.89
0,38
0.44
1.46
xxxxxxxxxx
11,320,000
9,693,600
660,816
220,272
660,816
630.000
$ 13,185,504
$ 265,000
131,000
50,000
xxxxxxxxxx
xxxxxxxxxx
xxxxxxxxxx
xxxxxxxxxx
xxxxxxxxxx
$ 10.18 $ 446,000
$ 7.08
3.54
0.18
3,50
0.71
0.71
0.1 s
28.68
1.40
0.71
0.18
0.18
1.77
35.41
$ 84.21
$ 0,89
2.01
$ 2.89
$ 400,000
200.000
10,000
197,800
40,000
40,000
10,000
1,619,643
xxxxxxxxxx
xxxxxxxxxx
40,000
10,000
10,000
100,000
1,400,000
$ 4,077,443
xxxxxxxxxx
xxxxxxxxxx
xxxxxxxxxx
Totals $ 21,363,542 $ 356,059 $ 378.25 $ 17,708,947
Rev. 5/12/19
SOURCES & USES
Vine Creek Apts.
Temecula, CA
CONSTRUCTION PHASE
Sources of Funds
L0:11RI1LMIZIEli.►334
Sources of Funds
Tax Credit Financing
$
3,302.708
Total Tax Credit Financing
City Land Loan
$
700,000
Permanent Loan
City Impact Fee Loan
$
698,281
City Land Loan
City Capital Loan
$
1.301.719
City Impact Fee Loan
Other
$
-
City Capital Loan
Other
$
-
Other
Deferred Costs
$
163,495
Other
Deferred Contractor Profit
$
-
Other
Deferred Developer Fee
$
2.000.000
Other
Construction Loan
$
13,197,338
Other
Total Sources of Funds
$
21.363.542
Total Sources of Funds
Uses of Funds
Uses of Funds
Total Land Costs
$
2.683,000
Total Land Costs
Total Acquisition Costs
$
-
Total Acquisition Costs
New Construction and/or Rehabilitation
$
12,555,504
New Construction and/or Rehabilitation
Construction Contingency
$
630,000
Construction Contingency
Financing Costs
$
575.152
Financing Costs
Architecture & Engineering
$
600.000
Architecture & Engineering
Other Soft Costs
$
2,056.390
Other Soft Costs
Developer Fees
$
2,000,000
Developer Fees
Soft Cast Contingency
$
100,000
Soft Cost Contingency
Reserves
$
163,496
Reserves
Total Uses of Funds
$
21,363,542
Total Uses of Funds
$ 16.513,542
$ 2,150,000
$ 700,000
$ 698,281
$ 1,301,719
$ 21,363.542
$ 2.683,000
$ 12,555.504
$ 630,000
$ 575,152
$ 600,000
$ 2.056,390
5 2.000.000
$ 100,000
$ 163,496
$ 21,363,542
FINANCING & COMPLIANCE DETAILS
Vine Creek Apts.
Temecula, CA
PERMANENT FINANCING
Total Project Costs 2019 Tie -Breaker 42, 069%
Tax Credit Financing
Tax Credit Eligible Basis $ 17,708,947
Less: Grant Proceeds & Other Exclusions $ -
Voluntary Basis Reduction $ 2,025,000
Requested Eligible Basis $ 15.683, 947
Difficult to Develop Bonus (Yes - 130%, No - 100%) 100%
Total Adjusted Eligible Basis $ 15,683,947
Times % of Affordable Units or Sqr. Ft. 100.00%
Qualified Basis Eligible to Receive Tax Credits $ 15,683.947
Less Voluntary Credit Reduction 0.00% $ - $ 15.683.947
Federal Credits State Credits
Times Credit % TCAC Est. 9.00% 30.00%
Times Number of Years 10 1
Total Tax Credits $ 14,115,550 + $ 4,705,784 = $ 18,820, 730
Syndicated at an Investment Rate of 99.99% at a Price of $ 0.8775
F 092 $ 0.75
Equals Tax Credit Equity Proceeds $ 16,513,542
'total Tax Credit Financing
Permanent Loan
City Land Loan
City Impact Fee Loan
City Capital Loan
Other
Other
Financing Shortfall 1(Overage)
Max. HOME - No Davis Bacon
Max. HOME Units 1 1
Ratio to Tot. Units 18.33%
Tot. Project Costs $ 21,363,542
HOME Loan $ 3,915,937
Rev. 5/ 12/ 19
$ 21,303.542
77.30%
$ (16,513,542)
10.06%
$
(2,150,000)
3,28%
$
(700,000)
3.27%
$
(698,291)
6.09%
$
(1,301,719)
0.00%
$
0.00%
$
0.00%
$
-
HOME Units l # i Max. Subsidy l Subsidy by Type j Total Limit
1-Bedroom 1 $ 161,738 $ 161,738 $ 809,515
2-Bedroom 2 $ 196,673 $ 393,346 Loan Amount
3-Bedroom I $ 254,431 $ 254,431 $
4-Bedroom 0 1 $ - $ - 1 0.IC
Compliance with LIHTC Eligible Basis Limits
Riverside
Unit
Number
County Basis
Size
I of Units
Limits
Totals
1
7 $ 239,415
$
1,675,905
2
32 $ 288,800
$
9,241,600
3
21 $ 369,664
$
7,762,944
4
0 $
$
Base Limit
$
18.680,449
Base Limit Pius Adjustments
$
20,100,092
Requested Eligible Basis
$
17,708,947
I L8962N
s, Below I (Above) Cost Limit
Construction Financing
Tax Credit Financing
$ 3,302,708
City Land Loan
$ 700,000
City Impact Fee Loan
$ 698,281
City Capital Loan
$ 1,301.719
Other
$ -
Other
$
Deferred Costs
$ 163,496
eferred Contractor Profit
$ -
W
eferred Developer Fee
$ 2,000,000
onstruction Loan
$ 13,197,339
Total Proiect Costs
5 21,363,54?
OPERA TING & LOAN DETAILS
Project: Fine Creek Apts. I Location: Temecula, CA Rev. 5/12/19
TCACAMI Number Avg. Unit Gross Urilin, Net Monlhly Annual
Type Rent Level of Units 5g. Ft. Rent Allowance Rent Totals Totals
1 BRl i BA-CRL
I BRA BA
I BR11 BA-CRL
I BR/ I BA-CRL
26RA BA
2BRJ1 BA-CRL
2BRI1 BA
2BRI1 BA
3BR12BA
313R12BA-CRL(1 j
3BR12BA
3BR12BA
4BR12BA
4BR12BA
4BRJ2BA
4BR12BA
3BR12BA
30%
3
660
404
60
344
1,032
12,384
40%
1
660
539
60
479
479
5,748
50%
1
660
673
60
613
613
7,356
60%
2
660
808
60
748
1,496
17,952
30%
9
880
485
79
406
3,654
43,848
40%
3
890
647
79
568
1,704
20,448
50010
3
880
808
79
729
2,187
26,244
60%
17
880
970
79
891
15,147
181,764
30%
6
1,050
560
98
462
2,772
33,264
40%
2
1,050
747
98
649
1,298
15,576
50%
2
1,050
933
98
835
1,670
20,040
60%
10
1,050
1,120
98
1,022
10,220
122,640
30%
0
0
0
0
0
0
0
40%
0
0
0
0
0
0
0
50%
0
0
0
0
0
0
0
60%
it
0
0
0
0
0
0
Manager's
1
1,050
0
0
0
0
0
oral Units & 5q. Ft. 60 54,830 % of Sy. Ft. °/o of Units
`ommuntiy Facilities 1,650 Affordable Affordable
otal Prnject 5 . F[. 56,480 I ()0,()0° o i 00,00'T
Operating Deficit Guarantee
10°/0 of E'rrm.
Year 1 O . I- x ..
L215'000.
307,500
Guarantee S 307,500
Replacement Reser-,•es
Standard/Unit S 250
UMR Min/Unit S 600
Reserve 1 Unit $ 2S0
Project Unit Mix
Unit Type
Number
% of Total
1 Bdrm.11 Bat1t,
I 1.67%
2 Bdrm./l Bath.
53.33%
3 Rdnn.l2 Bath.
35.00°/
4 Bdrm.12 Bath.
{1
0.00%
'I otals
6(l
100.00°/°
Total Annual Rental Income
Other Income
Laundry IUnitlYear $ JOG
Tenant Charges & Interest IUnWYear $ 50
Total Annual Other Income
Total Annual Potential Gross Income
Vacancy & Collection Loss 5°/0
Annual Effective Gross Income
Average Affordability
Unit
F'actt�r
30%
I K
30.51"0
0.09
40%
6
10.17%
0.04
50%
60%
6
29
10.17%
49.15° �
0.05
0.29
Average Affordability =1
=0/6
FF-$ 42,272 $ 507,264
$ 507,264
S 6,000
c 13 nnn
3 9,UUU
$ 5'16,264
c 915c 0111"
? A^A ACA
OPERA TING & LOAN DETAILS (continued)
Project: Vine Creek Apts. 11
ANNUAL EXPENSES
Real Estate Taxes & Special Assessments
State Taxes
Insurance
Licenses
Fuel & Gas
Electricity
Water & Sewer
Trash Removal
Pest Control
Building & Maintenance Repairs
Building & Maintenance Supplies
Supportive Services
Annual Issuer & Trustee Fees
Gardening & Landscaping
Management Fee
On -Site Manager(s)
Other Payroll
Manager's Unit Expense
Cleaning Supplies
Benefits
Payroll Taxes & Work Camp
Advertising
Telephone
Legal & Accounting
Operating Reserves
Office Supplies & Expense
Miscellaneous Administrative
Replacement Reserves
Annual Expenses - Per Unit & Total
Annual Net Operating Income - Per Unit & Total
PERMANENT DEBT ANAL YSIS
Cap Rate
Loan -To- Value Restriction
Debt Service Coverage
Loan Amount
Constant
Interest Rate
Amortization Period in Years
Annual Debt Service
Annual Cash Flow
Loan Selection
Location: Femecula, CA Rev. 5.12119
% of Annual
EGI
% of Total
Operating Exp.
Per Unit
Total
0.98%
1.56%
$
80.00
$
4,800
0.16%
0.26%
$
13.00
$
800
2.45%
3.90%
$
200.00
$
12,000
0.07%
0.11%
$
6.00
$
350
0.16%
0.25%
$
13.00
$
800
1.26%
2.00%
$
103.00
$
6,200
7.52%
12.00%
$
615.00
S
36,900
3.14%
5.00%
S
256.00
$
15,400
0.22%
0.36%
$
18.00
$
1,100
7.52%
12.00%
S
615.00
$
36,900
3.77%
6.00%
$
308.00
$
18,500
3.67%
5.85%
S
300.00
S
18,000
0.00%
0.00%
$
-
$
-
3.77%
6.00%
$
308.00
$
18,500
6.00%
9.40%
$
482.00
$
28,900
5.87%
9.37%
S
480.00
$
28,800
5.02%
8,00%
$
410.00
$
24,600
0.00%
0.000/0
$
-
$
0.63%
1.00%
$
51.00
$
3,100
0.41%
0.65%
$
33.00
$
2,000
2.51 %
4.00%
$
205.00
$
12,300
0.94%
1.50%
$
77.00
$
4,600
0.31 %
0.49%
$
25.00
$
1,500
1.22%
1.95%
$
100.00
$
6,000
0,00%
0.000/0
$
-
$
0.31%
0.49%
$
25.00
$
1,500
1.82%
2.99%
$
152.00
$
8,950
3.06%
4.88%
$
250.00
$
15,000
$ 5,125 $ 307,500
$ 3,049 $ 182,951
LTV Restricted Loan Amounts
DSC Ratio Restricted Loan Amounts
8.500°jo
9.000%
9.500%
**
**
Fired Loan
90%
90%
90%
**
**
Amount
1.25
1.39
1.47
1.55
I. i 5
l .20
S 1.937,128
S 1,829,510
1 $ 1,733,22011$
2,334.902
1 $ 2,237,615
S 2.15il.im(]
**11**11**11
O.068 1351
0.0681351
0.068135
5.5000/',,
5.500%
5.500%
5.500%
5.500%
5.500%
30
30
30
30
30
30
S 131,986
$ 124,653
$ 118,09_1
S 159,098
$ 152,459
$ 146,484
$ 50,965
S 58,298
$ 64,851)
S 23,863
$ 30.49'_
$ 36,467
x
Vine Creek Apts. Temecula, CA Rev- 511219
Multi -Year Stabilized OperatinL; 11ro-Forma
RENTAL INCOME
% AMT
Nei Rem
Unit - Yciu 1
No, of
Units
Annual
Increase
Year
1
Year
2
Year
3
Year
4
Year
5
1 BR.rI BA -CAL
Xri�
344
2.5%
12,384
12,694
13,011
13,336
13.670
1 BR/ I BA
4(%
471)
1
2.5%
5,748
5,992
6,039
6,190
fi,345
I BR: I BA-CRL
50014
613
1
2.5v0
7,356
7,540
7,728
7,922
8.120
1 BRI I BA-CRL
60%
748
2
2,5%
17,952
18,401
18,861
19,332
19,81(1
2BR11 BA
3D%
406
9
1 2,5!0
43.848
44,944
46,068
47,220
48,400
.8PUIBA-CRL
40%
569
3
2,5%
20,448
20,959
21A83
22,020
22,571
2BR/IBA
50%
729
3
2.5%
1 26,244
26,900
27,573
28,262
28,968
213R'IBA
60%
891
17
2,5%
181,764
186,308
190,%6
195,740
200,633
3BR 2BA
300/
462
6
15%
33,264
34,096
34,948
35,822
36,717
36R.211A-CRLf l j
400%
649
2
2.59a
15,576
15,965
16,365
16774
17,193
35R 2BA
504/0
835
2
2.5%
20,040
20,541
21,055
21,581
22,120
313R;214A
60%
1.022
10
2.5%
122,640
125,706
129,849
132,070
135,372
4BR'2BA
300/0
0
0
2.5%
4BR.-2BA
401/0
0
0
15%
4BR 2DA
50%
0
0
2.5%
4BR 2BA
60%
0
0
15%
3BR'2BA
Managers
0
1
7.5%
TOT AI.RFNTAT.INCOME
60
507,264
519946
532,944
546.268
559,925
(II I11 R IN( ONil
Units
no
:.,i I
,
Year-3
Year-4
�ar-5
Laund
60
(WOO
f+,150
6004
6.461
6,623
Tenant Charges & Intcresl
60
3,DW
3.075
3,152
3,231
3,311
1 f 1'Ik1 I11 11f It I \( r 1Nf l•:
9,000
9,225
9,456
1
9,692
9,934
MI r1 t 1 I ti [ t I \ 11
51 S 264
529,171
542,400
555,960
$69,859
�.I •..i:
(25.9111
126,459)
(27,120)
(27748)
(29.493)
4911.451
5112.112
515,280
521i.16'
541.366
mo
OPERATING EXPEtiSES PerUmt -Yr, l
%EGT
Tncr.Nr
,a-1
1 _: i-2
Year-3
lciir-4
Yiw-5
Advertising
3 77
0,96;
3.p
4.600
4,761
4,928
5,100
5-79
Legal
$ 33
0.4%
3.591,
2,000
2.070
2,142
2.217
2.295
Accountin Audit
$ 67
0.80o
3,5%
4.000
4,140
4,285
4.435
4,5140
Security
S
00,p.,
3.5%
-
Other: Tel hone. Office Expense. Misr.
S 199
2.4%
1 3.5%
11,950
12368
12,801
13,249
13,713
Management Fee
S 492
5.9%
1 3.5 /
28,900
29,912
30,958
32,042
33,163
Fuel
S 3
0.00/
3.5%
200
207
214
222
230
Gas
S 10
0.1%
3.5%
600
621
643
665
689
Electricity
S 103
1.3%
3.5°i
6.200
6,417
6,642
6,874
7,115
Water/Sewer
S 615
7.5%
3,5%
36000
1 38,192
39,528
40,912
42,344
On -Site Manager
S 490
5.9%
3,5%
28,800
29,808
30,851
31,931
33,049
Maimenance Persannei
S 410
5,0-"
3.P,o
24,600
25,461
26,352
27,274
28,229
Other: Payroll Taxes, Work Comp. Benefits
S 238
2.9%
3,5%
14.300
14,801
15,319
15,855
16,410
Insurance
S 200
2.4%
3.5°1.
12,000
12.420
12,855
13,305
13,770
Painting
S 50
0.60/6
3.5%
3.000
3,105
3.214
3.326
3.443
Repaim
S 565
6.90Nb
3.5%
33,900
35,087
36,315
37,586
38,901
Trash Removal
S 257
3.1%
3,5%k
15,400
1 15,939
16,497
17,074
17,672
Exterminating
S 18
0,2%
3,5%
IA00
1,139
1,178
1,220
1,262
Grounds
S 308
3.8%
3,5%
18,500
19,148
19,818
20,511
21,229
Elevator
S
0.0%
3,50/v
-
Other: C'Ieanin • & Building Su lies
S 360
4.4%
3.5%
21,600
22,356
23,139
23.948
24.786
Other: Licenses
S 6
0.1°�
3,5%
350
362
375
398
402
Other: State Tax
S 13
0,2%
3,5%
800
929
857
897
919
Other:
S
0,0°'v
3,5%
Other:
S
0.0°0
3,5%
Other:
$
0.00,•o
3.5%
-
TOTAL OPERATING EXPENSES
S 4,495
269,700
279,140
288.909
299,U21
309.487
Internet Expense
5
0,000
3.5%
Service Amenities
5 300
3.7%
3.5%
19,000
18,630
19,292
19,957
20,655
Reserve for Replacement
S 250
3.1%
1 02i,
I5,000
1 15,000
15,000
15.00D
15.0V0
Real Estate Taxes
S 80
1.00/0
2,0";
4.K00
1 4,896
4,994
5,094
5.196
TOTAL. EXPENSES, TAXES & RESERVES
S 5,125
307,500
?17.666
328.195
339,072
350,338
('still I I.MA NVAILABI I I'(M 1) 1' l[ 1:
182'"1
INS.041t,
187,1195
I89dM11
110.112.8
REST SERVICE & OTHER DISTRIBI i IONS
Luan AmuunI
fear -I
Year-2
Ycar-3
Ycar-4
5
Permanent Lmn Hard
S 2.150.0IHt
146.484
146.484
146.494
146,484
1 •ir,,4k4
Other NA
S
-
Asset Management Fees Sat
5 11,00U
11000
11,000
11.000
11,000
1 1.000
Other Sot
S
-
City Land Loan So i
5 7D0 000
3,301
1.573
3,838
4,097
4,348
City Impact Fee Loan Sot
S 698.2h 1
3.293
3,564
3,829
4,087
4,338
CiIX Capital Loan Sot
5 1,301.-P)
6,139
6.644
7,138
7,619
8,086
Other Safi
S
-
ANNC'AL NET CASH FLOR
12,734
13,791
14,805
15,803
16,772
Deferred De%. Fee Balanct Intvrett Rate:
0.00'0
-
-
-
Dehr Service Coverage Raiiu on Bard Itch
1.25
1 1.26
1 1.28
1.29
1.30
Vine Creek Apts. Temecula, CA
Multi -Year Stabilized Operating Pro -Forma
RENTAL INCOME
% AM]
?vet Rent a
Unit - Year 1
No, of
Units
Annual
Increase
Year
6
Year
7
Year
8
Year
9
Year
10
1 BR/ I BA-CRL
30%
344
3
2.5° it
14,011
14.362
14,721
15,089
15,466
1BR! IBA
4001.
479
1
2.5°6
6,503
6.666
6,833
7,003
7,178
1 RR: I BA-['RL
5001-u
613
1
2.5%
8,323
8,531
8,744
8,963
9,187
1BRIIBA-CRL
60°ri
749
2
2.5%
20,311
20,819
21.339
21,973
22,420
2BFUIBA
30%
406
9
1 2.5%
49,610
1 50,830
52,121
53.425
1 54.760
2BRJIBA-CRL
400/6
568
3
2.5%
23,135
23,713
24.306
24,914
25.537
2BWIBA
50010
729
3
2.5%
29,693
30,435
3 1. 196
31,976
32,775
2BRi I BA
600/
891
17
2.5%
205.649
210.791
216,060
221,462
226.499
3BR12BA
309/i
462
6
2.5%
37.635
38,576
39,540
40.529
41.542
3BRJ2BA-CRL(I)
40%
649
2
2.5%
17.623
18.063
18,515
18,978
19.452
3BR12BA
50%
835
2
2.5%
22,673
23.240
23,821
24.417
25,027
3BR12BA
60%
1.022
10
1 2.5%
138,756
1 142.225
145,780
149.425
1 153,161
4BRJ20A
30%
0
❑
1 2.5%
4BR12BA
400o
S7
0
2.51!,o
4DR12DA
50%
0
0
2.5%
4BR 26A
60%
0
0
2.5%
3131L2BA
manager's
0
1
2.5%
TOTAL RF , I �1. I\( WIE
60
573.923
588.271
602.977
618,052
633,503
OTIll i{ I\t (INIE
Units
1ncr.'Yr
Year-6
7ear-7
fear-8
Yem-9
Year-10
LaWndly
60
25°L
6.798
61958
7,132
7,310
7,493
Tenant Charges & lnteresl
60
2.5%
3,394
3,479
3,566
3,655
3,747
TOTAL OTHER INCOME
10.183
10,437
10,698
10.966
11,240
TOTAL INCOME
584,105
598,708
613,676
629,018
644,743
Less Vacanev Allowance
5%
(29.2051
(29.935)
130.684)
131.451)
(32,237)
(. W p'ti - l ti [ f r11 F.
^ 5 3'N}u
zz68,.773
582,992
597,567
612,506
c 11'LRATING EXPENSES
Per Unit - Yr. l
%EGI
lnrr 1 :
)'ear-7
Year-8
7ea1-9
77-10
Qvvrtising
5 77
0.9eo
-.•1n+
5.655
5.852
6.057
6.269
Legal
5 33
0.41i�
3.5°r,
_',375
2,459
2.545
2,634
2,726
Accountin •'Audit
5 67
0.84%,
3.53,
4.751
4.917
5.089
5,267
5A52
Security
S
0.0%
3.5" 6
-
-
Other: Telephone, Office Expense, Misc.
S 199
2,40%
3.5"i
14,193
14,690
15,204
15,736
16,287
Management Fee
5 482
5.90i
3.51,0
34,324
35,525
36,769
39,056
39,388
Fuel
$ 3
0.00/
3.5%
239
246
254
263
273
Gas
S 10
0.1%
3.5%
713
1 738
763
790
1 818
Electricity
S 103
1.390
3.5"0
7.304
7,621
7,988
8,164
9,450
Water/'Sewer
S 615
7.S%
3.5%
43,826
45,360
46.947
4&390
50.291
On -Sire Manager
S 480
5.9°16
3.5%
34.205
35,403
36,642
37,924
39,251
Mainit!nance Personnel
S 410
5.0%
3.5%
29.217
30,240
31,298
32394
33,527
Other: Payroll Taxes. Work Comp. Benefits
5 238
2.9 ro
3.5%
16.984
17,579
18,194
18,930
19,489
Insurance
S 200
2.4%
3.5"e
14,252
14,751
I5,267
15,802
16,355
-Painting
S 50
0.6%
3.5%
3,563
1 3,688
3.817
3,950
1 4,OR9
Repairs
S 565
6.9%
3.5%
40,263
41,672
43,130
44,640
46,202
Trash Removal
S 257
3.1 0
3.5%
18.290
18.931
19,593
20,279
20,989
Exterminating
5 18
01%
3.5%
1,306
1,352
1.400
1.448
1.499
Grounds
5 308
3.8%
3.5%
21,972
22,741
23,537
24,361
25,214
Elevator
S
0.00/0
3.5 /o
-
-
-
Other: CIcan in . & BuiIding Svpplies
5 360
4A%
3.5%
25,654
26,552
27,481
28,443
29.439
Other: Licenses
5 6
0.1%
3.5%
416
1 430
445
461
477
Other: State Tax
S 13
0.2%
3.5%
v50
983
1.019
1.053
1,090
Other:
5
0.0%
3.5°. o
-
Other:
S
0.0% 1
3.5" o
(Xhcr
S
0.0%
3.55.
TOTAL OPERATING EXPENSES
5 4A"
320.319
331,460
343,134
355,143
367,573
Interact Expcwse
5'
0.0%
3.5°:
Service Amenities
S 300
3.7°,
3.5°c
21.378
22.1'_7
22,901
23,7[}3
24,532
Reserve for Rmlacemrnt
S 250
3.1°i
0.0%
15,M)0
15,000
15.000
15.OW
15,000
Real Estate I:i%.+
S 80
1.0%
2,0"•.
5.300
5.406
5.514
5.624
5.736
TOTAL EXIT USES, TAXES & RESERVES
5 5,125
1
361.997
374.062
396,54R
399,470
412,942
CASH FLON% II % I t I I I [lI 1)1111 1,1 R I[ E
192.903
194."11
10644.1
199.097
194.t,64
DEBT SERVICE & 01I1I=R DISI RIBUI-IONS
Loan Amount
Year-6
fear-7
Year-8
1•ear-9
Year-10
Permanent Loan Hard
S 2,150.000
146,484
146.484
146,484
146.494
146,494
Other NA
5
Asset Mana •ement Fcca So i
S 11,000
I l ,f1(10
11,000
1 i,000
11,(1(1U
11,000
Outer Snli
S
City Land Loan Spj i
S 700,000
4,591
4,826
51050
5,265
5,468
City Impact Fee Loan Sn i
5 698,N 1
4,590
4,814
5.038
5,252
5.454
Cit •Capita I Loan Snli
5 1.301.719
8,538
8,474
9.391
9,790
1 10,168
Other So i
5
ANNJ' Al..L'F.T CASH FLON
17,710
18,613
19,4811
211,306
2 L11941
Deferred ❑et. Fee Balanrt lulcrr•st Rate:
0.00%
-
-
-
-
Ileht Scr,6ice Coverage Rat in on Ilard Dili
1.32
1.33
1.34
1.35
i.31i
Vine Creek Apts. Temecula, CA
Multi -Year Stabilized Oneratine Pro -Forma
RENTAL INCOME
% AMI
Net Rent /
Unit - Year I
No. of
['hills
Annual
Increase
Year
11
Year
12
Year
0
Year
14
Year
15
1BRIIBA-CRL
30%
344
?
2.511,
15,853
16,249
16,655
17,071
17,499
1BRABA
40%
479
1
2.5%
7,358
7,542
7,730
7,924
8.122
1 HR. I BA-CRL
501.0
613
1
2.5%
9,416
),652
9.893
10,140
10,394
1BRI[BA-CRL
6w/4
748
2
2.5%
22,980
23,555
24,143
24,747
25.366
2BRIIBA
300/6
406
9
2.5%
56,129
57,532
58,971
60,445
61,956
2BR/IBA-CRL
409•'b
568
3
2.5%
26,175
26,930
27,500
28,198
28.892
2BRABA
50%
729
3
2.5%
33.595
34,434
35,295
36,179
37,082
2BR IBA
6000
891
17
2.5%
232.(,73
238.490
244.452
250,564
256.829
3BR/28A
300/0
462
6
2.5%
42,581
43,645
44,736
45,855
47,00)
3BR/2BA-CRL Il
40%
649
2
2.5%
19,939
20,437
20,948
21,472
22,009
3BR/2BA
50%
835
2
1 2.5%
25.653
26,294
26,952
27,625.
28.316
3BR/2BA
W/0
1,022
10
1 2.5%
156,990
160,914
164,937
169.061 1
173,297
4BR,'2BA
30%i,
0
0
2.5°
4BR/2BA
400/6
0
0
2.5%
4BR!2BA
5M
0
0
2.5%
4BR.2BA
600/4
0
0
2.5%
3BRf2BA
Manages
0
1
2.5%
TOTA1. RF\ l Ni. INCOME
60
649,341
665,574
682,214
699,269
716,751
[YI111 k Iti[ ())It:
Units
lnct-Nr.
Year- I1
Year-12
Year•1 ,
fear-14
Year-15
1.aundr
60
2_5%
7,681
7.873
8,069
9.271
9,478
Tenant Charges& Interest
60
2.5%
3.840
3.936
4,035
4,136
4,239
TOTAL OTHER INCOME
11,521
11.111M
12,104
12,407
12,717
TOTAL INCOME
660,862
67 .+y
694,318
711,676
729,468
I-ess Vacancy Allowance
51�
(33,043)
[33.xt••t+
(34.716)
(15,5941
(36.473)
GROSS INCOME
627,819
643,514
654.602
676,1192
02,995
OPERATING EXPENSES Per Unit - Yr. I
%EGI
]ncr. )l
)-ear-I I
Year-12
Y ear-13
fear-14
f71.17
Advertising
s 77
0.9%
3.5,
6,489
6.716
6.951
7,194
7,446
Legal
S 33
0.4°!
3.5%
2,821
2,920
3,022
3,128
3.237
Accountm 'Audit
S 67
0.8%
3.5%
5.642
5,840
6.044
6.256
6,475
Security
5
0.0%
3.5%
-
Other: Telephone. Office Expense, Misc.
S 199
2.4%
1 3.5%
16,857
17,447
]8,057
18,689
19,343
Management Fee
S 482
5.94/o
3.5%
40.766
42.193
43.670
45,198
46,780
Fuel
S 3
0,0%
3.5%
282
292
302
313
324
Gas
S 10
0.110
3,3%
846
876
907
938
971
Electricity
S 103
1.3%
3 5%
8,746
9,052
9.369
9.697
10436
WaterSewer
S 60
7.5%
3.5%
52,051
53,873
55.758
57,710
39.730
On-Si[e Managcr
S 480
5.9%
3.5%
40.625
1 42.047
43 519
45,042
46,618
Maintenance Personnel
S 410
5.0%
1 3.5%
34,701
35,915
37,172
38,473
39,820
Other: Payroll Taxes, Work Comp. Benefits
S 238
2.9%
3.5%
20.172
20.878
21.608
22.365
23,147
Insurance
S 200
2.4%
3.5%u
16,927
17.520
18,133
18,767
19,424
Painting
S 50
0.6%
3.5%
4,232
4.380
4,533
4,692
4.856
Repairs
S 565
6.9%
3.5%
47.919
49.493
51,225
53.018
54,874
Trash Removal
S 257
3.1°/
3.5%
21,723
22.494
23.270
24,085
24,92.8
Exterminating
S IS
0.2%
3.5%
1,552
1 1.606
1,662
1.720
1,781
Grounds
S 308
3.8%%
1 3.5%
26,096
27.009
27,955
28,933
29,946
Elevator
S -
0.0%
3.5%
Other: Cleaning & Building Supplies
S 360
4.4%
3,5%
30,469
31,535
32.639
33.781
34.964
Other: Licenses
S 6
0.1%
3.5%
494
511
529
547
567
Other: Slate Tax
$ 13
0.2%
3 5%
1,128
1A68
1.209
1,251
1.295
Other:
S
0.0%
3.5%
-
Olher:
S
0.0%
3.59'o
Othcr:
S
OA%
35%
TOTAL OPERATING EXPENSES
$ 4.495
380,438
393.754
407,535
421,799
436,562
Internet Expense
5
0.0%
3.5%
-
Service Amenities
S 300
3.7%
3.5°I
25.391
26.279
27.i99
28,151
29,137
Reserve for Replacement
S 250
3.1%
0.0%
15,000
15,000
15,000
15.000
1501(1
Real Estate Taxes
S 80
1.0%
2.0%
5,851
5.968
6,088
r,,209
6.333
TOTAL EXPENSES. TAXES & RF:SI RI
$ 5,125
426.680
44101
455,822
471,159
487.012
CAS II11. 1).)II.IBI I:101Z I11:1;1 "I.R 1[ F
_rlll,i38
2112.1�11
2113:?x11
204,932
2115.963
MIFF SER1 ICE & OTHER NTT R I It i TIONS
Loan Amount
Ycar-I I
)'car-12
Year- I3
!'car-14
Ycar-IS
Permanent Loan !lard
$ 1150.000
146,484
146.484
146,484
146AK4
146.484
Other ti.4
S
Asset Management Fees So r
S 11,000
11,00[I
11,000
11.000
1 LWI
11.000
Other So r
5
Cit • Land Loan So f
S 700,000
5,659
5,837
6,001
6,151
6.284
Cal Impact Fee Loan Safi
S 698,281
5.645
5,823
5,987
6,136
6.269
City Capital Loan So i
5 1.301,719
10.523
1055
11,160
11,438
1106
Other Soft
S
-
-
ANNUAL NET CASH FLOW
21,827
22,514
23.148
23,724
24,239
Deferred Dev. Fee Balanct Interest Rate:
0.00 %
-
-
Debt Service Coverage Ratio on Hard Deb
1
1.37
1 18
1.39
1,40
1.41
TEMECULA REDEVELOPMENT PROJECT
TEMECULA, CALIFORNIA
SUMMARY REPORT PERTAINING TO THE PROPOSED SALE
OF CERTAIN PROPERTY WITHIN THE
REDEVELOPMENT PROJECT AREA
California Community Redevelopment Law
Section 33433
PURSUANT TO THE SECOND AMENDMENT TO THE
DISPOSITION AND DEVELOPMENT AGREEMENT
BY AND BETWEEN
THE CITY OF TEMECULA
AND
TEMECULA PACIFIC ASSOCIATES, L.P.
Temecula, California
November 2022
TABLE OF CONTENTS
I. Introduction ..........
Page
...................... 1
Costs of the Agreement to the City..................................................................................................... 5
III. Estimated Value of the Interest to be Conveyed at the Highest and Best Use Permitted Under the
RedevelopmentPlan........................................................................................................................... 6
IV. Estimated Value of the Interest to be Conveyed at the Use and with the Conditions, Covenants,
and Development Costs Required by the Agreement........................................................................ 7
V. Compensation which the Developer will be Required to Pay........................................................... 10
VI. Explanation of the Difference, if any, between the Compensation to be Paid to the City by the
Proposed Transaction and the Fair Market Value of the Interest to be Conveyed at the Highest and
Best Use Consistent with the Redevelopment Plan.......................................................................... 11
VII. Explanation of Why the Sale of the City Property will Assist with the Elimination of Blight ............ 12
Vill. Limiting Conditions............................................................................................................................ 13
I. INTRODUCTION
A. Purpose of Report
This Summary Report was prepared in accordance with Section 33433 of the California Community
Redevelopment Law in order to inform the City of Temecula (City) and the public about the proposed
Disposition and Development Agreement (Agreement) between the City and Temecula Pacific
Associates, L.P. (Developer).
As background, the City and Developer entered into a Disposition and Development Agreement in
June 2019 (Original Agreement) to provide for the construction of 60 residential apartment units
(Project) on 2.27 acres of land (Site) located on Pujol Street in Temecula, California. The Site is
comprised of the following:
Description Total Land Area
Developer Property 1.72 Acres
City Property O.SS Acres
Total 2.27 Acres
The Project will be three stories and affordable to households at Extremely Low-, Very Low-, and
Low -Income levels. The Original Agreement provided for City loans totaling $2,710,000. In February
2022, the City and Developer are entered into a Second Amendment to the Disposition and
Development Agreement to increase the City Loans to $6,710,000.
The Developer has secured an additional public funding source from the County of Riverside
(County). The City and Developer are proposing to enter into a Third Amendment to the Disposition
and Development Agreement to revise the percentage split of residual receipts to account for the
new loan from the County.
This Report describes and specifies:
1. The costs to be incurred by the City under the Second Amendment to the Disposition and
Development Agreement (Agreement);
2. The estimated value of the interest to be conveyed by the City to the Developer at the highest
and best use permitted under the Redevelopment Plan;
3. The estimated value of the interest to be conveyed at the proposed use and with the conditions,
covenants, and development costs pursuant to the proposed Agreement;
Section 33433 Summary Report Page 1
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4. The compensation to be paid to the City pursuant to the proposed transaction;
5. An explanation of the difference, if any, between the compensation to be paid to the City under
the proposed transaction, and the fair market value at the highest and best use consistent with
the Redevelopment Plan; and
6. An explanation of why the conveyance of the interest will assist with the elimination of blight.
B. Summary of Findings
The City engaged its economic consultant, Keyser Marston Associates, Inc. (KMA), to analyze the
financial terms contained in the proposed Agreement. KMA reviewed the draft Agreement under
discussion between the City and the Developer as of the date of this Report. The KMA conclusions
are summarized as follows:
• The estimated costs of the Agreements to the City total $6,564,000.
• The estimated fair market value of the interest to be conveyed at its highest and best use is
$706,000.
• The estimated fair re -use value of the interest to be conveyed is negative $6,000,000.
• The estimated value of the compensation to be received by the City is negative $5,700,000.
C. Description of Area and Proposed Project
Old Town Temecula was founded in the 1880s and is considered the heart of Temecula. The Old
Town area is characterized as a unique and historic environment with a distinct western theme that
is present in its streetscape and architecture. The historic neighborhood offers its residents and
tourists a variety of specialty shopping, dining, and entertainment uses.
Table 1 describes the physical characteristics of the proposed Project. The proposed Project will
contain three (3) stories of residential development featuring 60 apartments. The apartments
comprise seven (7) one bedroom, 32 two bedroom, and 21 three bedroom units with an overall
average size of 914 SF. Fifty-nine (59) units will be affordable to Extremely Low-, Very Low-, and Low -
Income households earning between 30% and 80% of Area Median Income (AMI).
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D. Proposed Transaction Terms
This section summarizes the salient aspects of the business terms contained in the proposed
Agreement.
• The City will convey fee simple title for the City Property to the Developer for a purchase price of
$710,000 (Purchase Price).
• The Developer will construct 59 residential units, affordable to Extremely Low-, Very Low-, and
Low-income households, and one (1) manager unit.
• It is the responsibility of the Developer to ensure that applicable City zoning and land use
requirements will permit development of the proposed Project.
• The Developer will be responsible for all development costs, including site preparation, grading,
and construction of the Project, and off -site improvements.
• It is the responsibility of the Developer to conform to all applicable Federal and State labor laws
including requirements, if any, to pay prevailing wages.
• The Developer has secured funds from the California Debt Limit Allocation Committee (CDLAC)
for a tax-exempt bond and 4% Low Income Housing Tax Credits (LIHTCs).
• Close of Escrow shall occur within seven (7) months after award of tax credits, but not later than
July 1, 2025.
• The City will contribute up to a total of $6,710,000 toward the Project, in the form of three (3)
residual receipts loans (City Loans), as follows:
Description
Amount
Deferred Fee Loan
$698,281
Permanent Loan
$5,301,719
Purchase Money Loan
$710,000
Total City Loans
$6,710,000
• The City Loans will bear a simple annual interest rate of 3% commencing on the date of
disbursement.
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• The City will receive its pro rata amount of 50% of the public agencies' share of residual receipts
toward repayment of the City Loans. Payments will be made first to pay down the Deferred Fee
Loan. Upon repayment of the Deferred Fee Loan, pro rata payments will be made to pay down
the Purchase Money Loan and the Permanent Loan.
• Affordability restrictions on the Project will remain in effect for a term of 55 years.
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II. COSTS OF THE AGREEMENT TO THE CITY
The estimated costs of the Agreement total $6,564,000, reflecting all costs incurred by the City.
These costs include the following items:
City Costs
Amount
Original Acquisition Cost (1)
$484,000
Third Party Costs (2)
$80,000
Subtotal
$564,000
Add: City Loans
$6,710,000
(Less) Purchase Price received for City Property
($710,000)
Total City Costs
$6,564,000
(1) Per City; reflects estimated purchase price in November 1999 based on per -SF purchase price of a portion
of the City Property.
(2) Gross estimate; includes legal and economic consultants.
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III. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED AT THE HIGHEST AND BEST USE
PERMITTED UNDER THE REDEVELOPMENT PLAN
This section presents an analysis of the fair market value of the City Property at its highest and best
use. In appraisal terminology, the highest and best use is that use of the City Property that generates
the highest property value and is physically possible, financially feasible, and legally permitted.
Therefore, value at highest and best use is based solely on the value created and not on whether or
not that use carries out the redevelopment goals and policies for the City.
The City Property is currently zoned SP-5, Old Town Specific Plan. This zoning allows for
neighborhood residential use. The multi -family density allowed under this zoning is 35 units/acre.
The City contracted with Perdue Russell & Matthies Real Estate for an appraisal of the City Property.
The appraiser estimated the current market value of the City Property as of October 14, 2022. The
appraisal does not consider the specific conditions, covenants, and restrictions contained within the
Agreement. As such, the appraiser concluded the fee simple market value of the City Property, as is
vacant, to be $706,000. This land value translates to $30 per SF.
KMA conducted surveys of Old Town multi -family and mixed -use land sales and multi -family land
sales throughout the Temecula Valley. The Old Town Specific Plan is a unique planning and
regulatory document, and therefore it is difficult to adjust comparable sales from elsewhere in the
Temecula Valley. The appraiser's estimate of value for the City Property reflects the upper end of the
KMA surveyed comparables. Many of the surveyed comparable sales are inferior to the City Property
with respect to location, configuration, and/or prevailing market conditions at time of sale,
suggesting that significant upward adjustments are warranted.
Cnnr1w;inn
In view of the above considerations, KMA concurs with the appraiser's conclusion of value for the
City Property of $30 per SF. On this basis, then, KMA finds that the fair market value of the City
Property at its highest and best use is $706,000.
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IV. ESTIMATED VALUE OF THE INTEREST TO BE CONVEYED AT THE USE AND WITH THE
CONDITIONS, COVENANTS, AND DEVELOPMENT COSTS REQUIRED BY THE AGREEMENT
This section explains the principal conditions and covenants which the Developer of the interest to
be conveyed must meet in order to comply with the Agreement. The Agreement contains specific
covenants and conditions designed to ensure that the conveyance of the City Property will be carried
out in a manner to achieve the City's objectives, standards, and criteria under the Redevelopment
Plan. Based on a detailed financial feasibility analysis of the Project, KMA concludes that the fair re-
use value of the interest to be conveyed is negative $6,000,000.
KMA estimated the re -use value of the interest to be conveyed based on the anticipated income
characteristics of the proposed Project. Re -use value is defined as the highest price in terms of cash
or its equivalent which a property or development right is expected to bring for a specified use in a
competitive open market, subject to the covenants, conditions, and restrictions imposed by the
Agreement.
KMA reviewed and analyzed the financial pro forma submitted by the Developer for the Project.
Tables 2 through 4 present the KMA residual value analysis for the proposed Project.
Estimated Development Costs
Table 2 summarizes estimated development costs for the Project.
Total development costs for the Project, excluding City Property land acquisition, are estimated at
$35,858,000, or $635 per SF Gross Building Area (GBA), which equates to approximately $598,000
per dwelling unit. Total development costs consist of the following:
• Direct construction costs, such as off -site improvements; on -site improvements; parking; shell
construction; furniture, fixtures, and equipment (FF&E); and contingency. The total direct costs
are estimated to be $24,000,0000, or $425 per SF GBA. The estimate of direct costs does not
assume the payment of prevailing wages.
• Indirect costs, such as architecture and engineering, permits and fees, legal and accounting, taxes
and insurance, developer fee, marketing/lease-up, and contingency. These are estimated to be
$7,423,000, or 30.9% of direct costs.
• Financing costs, including loan fees, interest during construction/lease-up, title/recording/escrow
fees, Tax Credit Allocation Committee (TCAC) costs, and operating reserves. Total financing costs
are estimated at $2,585,000, or 10.8% of direct costs.
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• Acquisition costs for the Developer Property totaling $1,850,000, as evidenced by Costar Group,
Inc. with a sale date of November 1, 2016.
Net Operating Income
Table 3 presents an estimate of stabilized Net Operating Income (NOI) for the Project, as follows:
• The Agreement will restrict the residential units to Extremely Low-, Very Low- and Low -Income
households. As discussed earlier, the Developer applied to the State of California for Low Income
Housing Tax Credits (LIHTC). Fifty-nine (59) of the units will be restricted per LIHTC
requirements. The Developer has proposed an affordability mix competitive for a LIHTC
application, as shown below:
Area Median Income
TCAC
CRL
Total
Extremely Low (30% AMI)
4 units
3 units
7 units
Very Low Income (50% AMI)
1 unit
5 units
6 units
Low Income (60% AMI)
31 units
2 units
33 units
Low Income (80% AMI)
13 Units
0 units
13 Units
Total Restricted Units
49 units
10 units
59 units
Per the Agreement, ten (10) of those units will be restricted per California Redevelopment Law
(CRL) and the Developer will be required to comply with CRL requirements when determining
household income and affordable rent calculations. The proposed affordability mix, shown
above, results in an average affordability for the Project (excluding the manager's unit) of 60%
AMI. Based on these restrictions, total annual rental income amounts to $795,000.
• Other income, such as laundry and vending, is estimated at $13 per unit per month.
• A vacancy factor of 5.0% is assumed.
• Operating expenses are projected to be $4,900 per unit per year. These expenses include
payroll, management fees, administration, utilities, maintenance, and insurance.
• Total expenses have been estimated at $5,800 per unit per year. In addition to the operating
expenses listed above, these consist of property taxes/assessments (it is assumed that the
Project will qualify as exempt from property taxes), replacement reserves, tenant services, and
monitoring fees.
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Based on these assumptions, stabilized annual NOI for the proposed Project is estimated at
$416,000.
Supportable Funding Sources
As shown in Table 4, KMA estimates total available funding sources for the Project comprised of the
following:
Sources of Funds
Amount
Supportable Permanent Loan
$6,350,000
Tax Credit Equity Investment — Federal
$10,949,000
Tax Credit Equity Investment — State
$7,848,000
Solar Tax Credits
$180,000
Deferred Developer Fee
$1,342,000
Permanent Local Housing Allocation (PHLA) Loan
$2,800,000
WRCOG TUMF Fee Waiver
$389,000
Total Sources of Funds
$29,858,000
The total funding sources of $29,858,000 represent reasonable estimates of the maximum amounts
available for each funding source. The Developer bears the risk of pursuing these funding sources to
ensure financial feasibility of the Project.
Residual Land Value — City Property
Table 4 also presents the KMA estimate of residual land value for the City Property. The residual land
value can be estimated as the difference between total available funding sources and total
development costs. The comparison of total funding sources and total development costs yields a
residual land value for the City Property of negative $6,000,000, as shown below:
Residual Land Value — City Property
Amount
Total Sources of Funds
(Less) Total Development Costs without City Property
$29,858,000
($35,858,000)
Residual Land Value — City Property
($6,000,000)
Conclusion
Based on the foregoing analysis, KMA concludes that the fair re -use value of the City Property is
negative $6,000,000.
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V. THE COMPENSATION WHICH THE DEVELOPER WILL BE REQUIRED TO PAY
This section summarizes the total compensation to be paid by the Developer to the City for the City
Property.
Developer compensation to the City will take the form of the Purchase Price and repayment of the
City Loans through residual receipts payments:
• The Developer will pay a Purchase Price of $710,000.
• The Developer agrees to pay residual receipts to the City toward repayment of the City Loans.
Table 5 presents the KMA estimate of City compensation from the Project's annual cash flow,
inclusive of the unpaid balance of the City Loans and any accrued interest due and payable at the
end of Year 55. As summarized below, the residual receipts revenue stream and loan payoff at
Year 55 are estimated to have a net present value (NPV) of approximately $300,000, assuming a
10.0% discount rate.
The following summarizes the total compensation to the City:
Compensation to City
Amount
Purchase Price
Present Value of Loan Payments (1)
$710,000
$300,000
Total Compensation to City
$1,010,000
(1) Present value figures expressed in 2022 dollars, at a 10.0% discount rate.
The total compensation to the City is offset by the amount of the City Loans to the Developer
($6,710,000), as shown below:
Effective Compensation to City
Amount
Total Compensation to City
(Less) City Loans
$1,010,000
($6,710,000)
Total Effective Compensation to City
($5,700,000)
Conclusion
Based on the foregoing analysis, KMA concludes that the effective compensation to be paid to the
City for the City Property is negative $5,700,000.
Section 33433 Summary Report Page 10
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VI. EXPLANATION OF THE DIFFERENCE, IF ANY, BETWEEN THE COMPENSATION TO BE PAID TO
THE CITY BY THE PROPOSED TRANSACTION AND THE FAIR MARKET VALUE OF THE
INTEREST TO BE CONVEYED AT THE HIGHEST AND BEST USE CONSISTENT WITH THE
REDEVELOPMENT PLAN
The fair market value of the interest to be conveyed at its highest and best use is estimated by KMA
to be $706,000.
The compensation to be paid to the City pursuant to the Agreement is estimated by KMA to be
negative $5,700,000.
Factors affecting the difference in compensation to the City and fair market value of the interest to
be conveyed at highest and best use include:
• The Project will consist of apartment units restricted to Extremely Low-, Very Low-, and Low -
Income households for 55 years.
• The Project is proposed to receive subsidies from the Low Income Housing Tax Credit program
and Permanent Local Housing Allocation (PHLA), which impose additional specific covenants and
restrictions on development and operation of the Project.
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VII. EXPLANATION OF WHY THE SALE OF THE CITY PROPERTY WILL ASSIST WITH THE
ELIMINATION OF BLIGHT
The Redevelopment Plan (Plan) for the Redevelopment Project Area governs the City Property. In
accordance with Section 33490 of the California Community Redevelopment Law, the Plan contains
the goals and objectives and the projects and expenditures proposed to eliminate blight within the
Project Area. These blighting factors include:
• The subdividing and sale of lots of irregular form and shape, and inadequate size, for proper
usefulness and development.
• A prevalence of depreciated values and impaired investments.
Implementation of the proposed Agreement can be expected to assist in the alleviation of blighting
conditions through the following:
• Consolidation of irregular parcels into a site appropriate for development.
• Elimination of conditions of economic dislocation such as fragmented ownership patterns.
• Creation of housing opportunities for Extremely Low-, Very Low-, and Low -Income residents.
Section 33433 Summary Report Page 12
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VIII. LIMITING CONDITIONS
The estimates of re -use value and fair market value at the highest and best use contained in this
Summary Report assume compliance with the following assumptions:
1. The ultimate development will not vary significantly from that assumed in this Report.
2. The title of the City Property is good and marketable; no title search has been made, nor have we
attempted to determine the ownership of the property. The value estimates are given without
regard to any questions of title, boundaries, encumbrances, liens or encroachments. It is
assumed that all assessments, if any are paid.
3. The City Property will be in conformance with the applicable zoning and building ordinances.
4. Information provided by such local sources as governmental agencies, financial institutions,
realtors, buyers, sellers, and others was considered in light of its source, and checked by
secondary means.
5. If an unforeseen change occurs in the economy, the conclusions herein may no longer be valid.
6. The Developer will adhere to the schedule of performance described in the Agreement.
7. Both parties are well informed and well advised and each is acting prudently in what he/she
considers his/her own best interest.
8. KMA is not advising or recommending any action be taken by the City with respect to any
prospective, new or existing municipal financial products or issuance of municipal securities
(including with respect to the structure, timing, terms and other similar matters concerning such
financial products or issues).
9. KMA is not acting as a Municipal Advisor to the City and does not assume any fiduciary duty
hereunder, including, without limitation, a fiduciary duty to the City pursuant to Section 15B of
the Exchange Act with respect to the services provided hereunder and any information and
material contained in KMA's work product.
10. The City shall discuss any such information and material contained in KMA's work product with
any and all internal and/or external advisors and experts, including its own Municipal Advisors,
that it deems appropriate before acting on the information and material.
attachments
Section 33433 Summary Report Page 13
Vine Creek Apartments
22103 ka I
19454.049.010
TABLE 1
PROJECT DESCRIPTION (1)
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Site Area
City Property
Developer Property
Total Site Area
II. Gross Building Area
Net Rentable Area
Circulation/Common Area
Total Gross Building Area (GBA)
III. Number of Stories/Type
IV. Unit Mix
One Bedroom
Two Bedroom
Three Bedroom
Total
V. Density
Units @ 30%AMI
Units @ 50%AMI
Units @ 60%AMI
Units @ 80%AMI
Manager Unit
Total
Average Affordability - Excl. Manager Unit
VI. Parking (2)
Garage Spaces
Carport Spaces
Surface Spaces
Total Parking Spaces
0.55 Acres
1.72 Acres
2.27 Acres
54,830 SF
97%
1,650 SF
3%
56,480 SF
100%
3 Stories / Type V
Number of Units
Average
Unit Size
7 Units
12%
660 SF
32 Units
53%
880 SF
21 Units
35%
1,050 SF
60 Units
100%
914 SF
26 Units/Acre
Total
City Restricted
Ex.Low
Units
3 Units
30%
7 Units 12%
6 Units
10%
--------------------------------------
; Very Low
5 Units
50%
33 Units
55%
Low
2 Unit
20%
13 Units
22%
--
0 Units
0%
1 Unit
2%
--
0 Units
0%
60 Units
100%
10 Units
100%
60% AMI
Su rface/Ca rports/G a rages
33 Spaces
44 Spaces
25 Spaces
102 Spaces 1.70 Spaces/Unit
(1) Per Developer correspondence, project description is unchanged from June 2019.
(2) Per Pacific West Architecture site plans dated November 21, 2018.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp
Page 14
TABLE 2
ESTIMATED DEVELOPMENT COSTS
VINE CREEK APARTMENTS
CITY OF TEMECULA
Totals
Per Unit
Notes
I. Direct Costs (1)(2)
Off -Site Improvements (3)
$0
$0
$0
Per SF Site
On -Site Improvements
$2,060,640
$34,344
$21
Per SF Site
Parking
$825,000
$13,750
$25,000
Per Space - Garage
Shell Construction
$19,874,083
$331,235
$352
Per SF GBA
FF&E
$40,000
$667
Allowance
Contingency
$1,200,000
$20,000
5.3%
of Directs
Total Direct Costs
$23,999,723
$399,995
$425
Per SF GBA
II. Indirect Costs
Architecture & Engineering
$750,000
$12,500
3.1% of Directs
Permits & Fees (3)
$2,031,213
$33,854
$36 Per SF GBA
Legal & Accounting
$80,000
$1,333
0.3% of Directs
Taxes & Insurance
$384,400
$6,407
1.6% of Directs
Developer Fee
$3,842,200
$64,037
16.0% of Directs
Marketing/Lease-Up
$85,379
$1,423
0.4% of Directs
Contingency
$250,000
$4,167
1.0% of Indirects
Total Indirect Costs
$7,423,192
$123,720
30.9% of Directs
III. Financing Costs
Loan Fees
$464,750
$7,746
1.9% of Directs
Interest During Construction/Lease-Up
$880,000
$14,667
3.7% of Directs
Carrying Costs
$852,572
$14,210
3.6% of Directs
Title/Recording/Escrow
$50,000
$833
0.2% of Directs
TCAC Fees/Syndication Costs
$39,073
$651
0.2% of Directs
Operating Lease-Up/Reserves
$298,256
$4,971
1.2% of Directs
Total Financing Costs
$2,584,651
$43,078
10.8% of Directs
IV. Total Development Costs (Rounded) $34,008,000 $566,800 $602 Per SF GBA
Excl. Developer Property Acquisition
V. Acquisition Costs - Developer Property (4) $1,850,000 $30,833 $25 Per SF-Dev. Property
VI. Total Development Costs $35,858,000 $597,633 $635 Per SF GBA
Incl. Developer Property Acquisition
(1) Does not include the payment of prevailing wages.
(2) Includes pro rata share of general conditions and contractor fee.
(3) Developer estimate; not verified by KMA or City.
(4) Per CoStar, Developer purchased 1.72 acres (Developer Property) for $1,850,000 on November 1, 2016.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula -Vine Creek_v6_33433;11/8/2022;rsp Page 15
TABLE 3
NET OPERATING INCOME
VINE CREEK APARTMENTS
CITY OF TEMECULA
# of
Total
I. Gross Scheduled Income
TCAC
CRL
Units
Month (1)
Annual
One Bedroom
@
30% AMI
30% AMI
3
$419
$15,084
One Bedroom
@
50% AMI
50% AMI
1
$749
$8,988
One Bedroom
@
60% AMI
60% AMI
2
$914
$21,936
One Bedroom
@
80% AMI
--
1
$1,244
$14,928
----------------------------------------------------------------------------------------------------------------------------
Two Bedroom
@
30% AMI
50% AMI
3
$492
$17,712
Two Bedroom
@
50% AMI
--
3
$888
$31,968
Two Bedroom
@
60% AMI
--
19
$1,086
$247,608
Two Bedroom
@
80% AMI
--
7
$1,482
$124,488
Three Bedroom @ 30% AMI
50% AMI 1
$556
$6,672
Three Bedroom @ 50% AMI
-- 2
$1,014
$24,336
Three Bedroom @ 60% AMI
-- 12
$1,243
$178,992
Three Bedroom @ 80% AMI
-- 5
$1,701
$102,060
Three Bedroom Manager
---------------------------------------------------------------------------------------------------------------------------
-- 1
$0
$0
Total
60
$1,104
$794,772
---------------------------------------------------------------------------------------------------------------------------
Add: Other Income
$13
/Unit/Month
9 000
Total Gross Scheduled Income (GSI)
$803,772
II. Effective Gross Income (EGI)
(Less) Vacancy
5.0%
of GSI
40 036
Total Effective Gross Income (EGI)
$763,736
III. Operating Expenses
(Less) Operating Expenses (2)
$4,947
/Unit/Year
($296,800)
(Less) Property Taxes/Assessments (3)
$137
/Unit/Year
($8,200)
(Less) Tenant Services
$300
/Unit/Year
($18,000)
(Less) Replacement Reserves
$250
/Unit/Year
($15,000)
(Less) County Monitoring Fees
167
/Unit/Year
10 000
Total Expenses
$5,800
/Unit/Year
($348,000)
45.6%
of EGI
IV. Net Operating Income (NOI)
$415,736
(1) Maximum rents are calculated based on 2022 Tax Credit Allocation Committee (TCAC) income levels and 2022
California Redevelopment Law (CRL) limits as noted above. Maximum rents are net of monthly utility
allowance of $76 for one -bedroom, $102 for two -bedroom, and $130 for three -bedroom units.
(2) Includes management fee of $45,100, or approximately $63/unit/month.
(3) Assumes that the project will receive tax-exempt status.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp Page 16
TABLE 4
RESIDUAL LAND VALUE
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Sources of Funds
Supportable Permanent Loan (1)
Tax Credit Equity Investment (2)
Tax Credit Equity Investment - State (2)
Solar Tax Credits
Deferred Developer Fee (3)
County Permanent Local Housing Allocation (PLHA) Loan (4)
WRCOG TUMF Fee Waiver (5)
Total Sources of Funds
Total Per Unit
$6,350,000
$105,800
$10,949,000
$182,500
$7,848,000
$130,800
$180,000
$3,000
$1,342,000
$22,400
$2,800,000
$46,700
389 000
$6,500
$29,858,000
$497,600
II. (Less) Development Costs - Excl. City Property Acquisition Costs ($35,858,000) 597 600
III. Residual Land Value -City Property ($6,000,000) ($100, 0001)
IV. Public Funding Sources
City Capital Loan $5,302,000 $88,400
City Permit & Impact Fee Loan $698,000 $11,600
Total Public Sources $6,000,000 $100,000
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp Page 17
TABLE 4 (CONT-D.)
RESIDUAL LAND VALUE
VINE CREEK APARTMENTS
CITY OF TEMECULA
(1) Supportable Permanent Loan
NOI $415,736
Interest Rate 4.55%
Term (years) 40
Debt Coverage Ratio 1.20
Annual Debt Service $345,024
Supportable Permanent Loan $6,350,000
(2) Low Income Housing Tax Credits Awarded July 2022
Estimate of Eligible Basis:
Total Development Costs
$35,858,000
(Less) Ineligible Costs
10%
($3,650,676)
Eligible Basis
$32,207,324
A. Federal
Tax Credit Proceeds:
Total Requested Unadjusted Basis
$32,207,324
Impacted Bonus Factor
100%
$32,207,324
Tax Credit Qualified Units/Applicable Factor
100%
$32,207,324
Tax Credit Rate
4.00%
$1,288,293
Total Tax Credits @
10
$12,882,929
Limited Partner Share
99.99%
$12,881,641
Tax Credit Equity Investment @
85%
$10,949,395
B. State
Eligible Basis
$29,068,650
Tax Credit Qualified Units/Applicable Factor
30%
$8,720,595
Limited Partner Share
100%
$8,719,723
Present Market Value @
90%
$7,847,751
(3) Estimate of Deferred Developer Overhead Fee
Eligible Basis
$32,207,324
(Less) Developer Fee
($3,842,200)
Unadjusted Eligible Basis
$28,365,124
Total Developer Overhead Fee
13.5%
$3,842,200
Developer Overhead Fee $3,842,200
Total Deferred Developer Overhead Fee 34.9% $1,342,200
Upfront Developer Fee $2,500,000
Per Unit $42,000
(4) County Permanent Local Housing Allocation (PLHA) $2,800,000
Awarded 2021
(5) WRCOG TUMF Fee Waiver $389,000
Developer estimate. Not
verified by KMA or City.
Prepared by: Keyser Marston Associates, Inc.
Filename: Temecula —Vine Creek_v6_33433;11/8/2022;rsp
Page 18
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
VII. Developer Fee Repayment
Beginning Balance
Interest
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3)
1
2
3
4
5
6
7
8
9
2.5% $794,772
$814,641
$835,007
$855,883
$877,280
$899,212
$921,692
$944,734
$968,353
2.5% $9,000
$9,225
$9,456
$9,692
$9,934
$10,183
$10,437
$10,698
$10,966
5.0% 40 036
41 193
42 223
43 279
44 361
45 470
46 606
47 772
48 966
$763,736
$782,673
$802,240
$822,296
$842,853
$863,925
$885,523
$907,661
$930,352
348 000 359 982 372 379 385 204 398 474 412 203 426 407 441 104 456 309
$415,736 $422,691 $429,861 $437,091 $444,379 $451,721 $459,115 $466,557 $474,043
345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024
$70,712 $77,667 $84,837 $92,067 $99,355 $106,697 $114,091 $121,533 $129,019
1.5% ($6,000)
($6,090)
($6,181)
($6,274)
($6,368)
($6,464)
($6,561)
($6,659)
($6,759)
1.5% 6 000
6 090
6 181
6 274
6 368
6 464
6 561
6 659
6 759
($12,000)
($12,180)
($12,363)
($12,548)
($12,736)
($12,927)
($13,121)
($13,318)
($13,518)
$58,712
$65,487
$72,474
$79,519
$86,619
$93,770
$100,970
$108,215
$115,502
$1,342,200
$1,283,488
$1,218,001
$1,145,527
$1,066,007
$979,388
$885,618
$784,649
$676,434
0.0% $0
$0
$0
$0
$0
$0
$0
$0
$0
58 712
65 487
72 474
79 519
86 619
93 770
100 970
108 215
115 502
$1,283,488
$1,218,001
$1,145,527
$1,066,007
$979,388
$885,618
$784,649
$676,434
$560,932
(1) Reflects annual escalation at 3.5%for operating expenses,
service amenities, and monitoring fee; 2.0%for property
taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
$0 $0 $0 $0 $0 $0 $0 $0 $0
Prepared by: Keyser Marston Associates, Inc. Page 19
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TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
10
11
12
13
14
15
16
17
18
19
I. Gross Scheduled Income (GSI)
2.5%
$992,561
$1,017,375
$1,042,810
$1,068,880
$1,095,602
$1,122,992
$1,151,067
$1,179,844
$1,209,340
$1,239,573
Other Income
2.5%
$11,240
$11,521
$11,809
$12,104
$12,407
$12,717
$13,035
$13,361
$13,695
$14,037
(Less) Vacancy
5.0%
50 190
51445
52 731
54 049
55 400
56 785
58 205
59 660
61 152
62 681
II. Effective Gross Income (EGI)
$953,611
$977,451
$1,001,888
$1,026,935
$1,052,608
$1,078,923
$1,105,896
$1,133,544
$1,161,882
$1,190,930
(Less) Operating Expenses (1)
472 040
488 317
505 157
522 581
540 609
559 261
578 559
598 526
619 185
640 561
III. Net Operating Income (NOI)
$481,571
$489,134
$496,730
$504,354
$512,000
$519,663
$527,338
$535,018
$542,697
$550,369
(Less) Debt Service
345 024
345 024
345 024
345 024
345 024
345 024
345 024
345 024
345 024
345 024
IV. Project Cash Flow
$136,547
$144,110
$151,706
$159,330
$166,976
$174,639
$182,314
$189,994
$197,673
$205,345
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
1.5%
($6,860)
($6,963)
($7,068)
($7,174)
($7,281)
($7,391)
$0
$0
$0
$0
(Less) General Partner Asset Mgmt. Fee
1.5%
6 860
6 963
7 068
7 174
7 281
7 391
7 501
7 614
7 728
7 844
Total
($13,721)
($13,926)
($14,135)
($14,347)
($14,563)
($14,781)
($7,501)
($7,614)
($7,728)
($7,844)
VI. Net Cash Flow
$122,826
$130,184
$137,571
$144,982
$152,413
$159,858
$174,812
$182,380
$189,945
$197,501
VII. Developer Fee Repayment
Beginning Balance
$560,932
$438,106
$307,922
$170,351
$25,369
Interest
0.0% $0
$0
$0
$0
$0
(Less) Cash Flow Credit
122 826
130 184
137 571
144 982
($25,369)
Ending Balance
$438,106
$307,922
$170,351
$25,369
$0
Vill. Cash Flow Available for Distribution (3)
(1) Reflects annual escalation at 3.5%for operating expenses,
service amenities, and monitoring fee; 2.0%for property
taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
$0 $0 $0 $0 $127,044 $159,858 $174,812 $182,380 $189,945 $197,501
Prepared by: Keyser Marston Associates, Inc. Page 20
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TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
20 21 22 23 24 25 26 27 28
2.5% $1,270,562 $1,302,326 $1,334,885 $1,368,257 $1,402,463 $1,437,525 $1,473,463 $1,510,299 $1,548,057
2.5% $14,388 $14,748 $15,116 $15,494 $15,881 $16,279 $16,685 $17,103 $17,530
5.0% 64 248 65 854 67 500 69 188 70 917 72 690 74 507 76 370 78 279
$1,220,703 $1,251,220 $1,282,501 $1,314,563 $1,347,427 $1,381,113 $1,415,641 $1,451,032 $1,487,308
662 677 685 560 709 236 733 734 759 080 785 306 812 442 840 518 869 569
$558,026 $565,660 $573,265 $580,830 $588,347 $595,807 $603,199 $610,514 $617,739
345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024
$213,002
$220,636
$228,241
$235,806
$243,323
$250,783
$258,175
$265,490
$272,715
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 7 962
8 081
8 202
8 325
8 450
8 577
8 706
8 836
8 969
($7,962)
($8,081)
($8,202)
($8,325)
($8,450)
($8,577)
($8,706)
($8,836)
($8,969)
$205,040
$212,555
$220,038
$227,480
$234,873
$242,206
$249,470
$256,653
$263,746
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $205,040 $212,555 $220,038 $227,480 $234,873 $242,206 $249,470 $256,653 $263,746
(1) Reflects annual escalation at 3.5%for operating expenses,
service amenities, and monitoring fee; 2.0%for property
taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 21
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
29 30 31 32 33 34 35 36 37
2.5% $1,586,758 $1,626,427 $1,667,088 $1,708,765 $1,751,484 $1,795,271 $1,840,153 $1,886,157 $1,933,311
2.5% $17,968 $18,418 $18,878 $19,350 $19,834 $20,330 $20,838 $21,359 $21,893
5.0% 80 236 82 242 84 298 86 406 88 566 90 780 93 050 95 376 97 760
$1,524,490 $1,562,603 $1,601,668 $1,641,709 $1,682,752 $1,724,821 $1,767,942 $1,812,140 $1,857,444
899 627 930 728 962 909 996 206 ($1,030,658) ($1,066,306) ($1,103,192) ($1,141,357) ($1,180,848)
$624,863 $631,874 $638,759 $645,504 $652,094 $658,515 $664,750 $670,783 $676,596
345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024 345 024
$279,839
$286,850
$293,735
$300,480
$307,070
$313,491
$319,726
$325,759
$331,572
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 9 103
9 240
9 378
9 519
9 662
9 807
9 954
10 103
10 255
($9,103)
($9,240)
($9,378)
($9,519)
($9,662)
($9,807)
($9,954)
($10,103)
($10,255)
$270,736
$277,610
$284,357
$290,961
$297,408
$303,684
$309,772
$315,656
$321,317
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $270,736 $277,610 $284,357 $290,961 $297,408 $303,684 $309,772 $315,656 $321,317
(1) Reflects annual escalation at 3.5%for operating expenses,
service amenities, and monitoring fee; 2.0%for property
taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 22
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
38 39 40 41 42 43 44 45 46
2.5% $1,981,644 $2,031,185 $2,081,964 $2,134,014 $2,187,364 $2,242,048 $2,298,099 $2,355,552 $2,414,440
2.5% $22,440 $23,001 $23,576 $24,166 $24,770 $25,389 $26,024 $26,674 $27,341
5.0% 100 204 102 709 105 277 107 909 110 607 113 372 116 206 119 111 122 089
$1,903,880 $1,951,477 $2,000,264 $2,050,270 $2,101,527 $2,154,065 $2,207,917 $2,263,115 $2,319,693
($1,221,709) ($1,263,989) ($1,307,737) ($1,353,004) ($1,399,843) ($1,448,308) ($1,498,457) ($1,550,348) ($1,604,040)
$682,171 $687,488 $692,527 $697,266 $701,684 $705,757 $709,460 $712,767 $715,652
345 024 345 024 345 024 LO LO LO LO LO LO
$337,147
$342,464
$347,503
$697,266
$701,684
$705,757
$709,460
$712,767
$715,652
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 10 409
10 565
10 723
10 884
11 047
11 213
11 381
11 552
11 725
($10,409)
($10,565)
($10,723)
($10,884)
($11,047)
($11,213)
($11,381)
($11,552)
($11,725)
$326,738
$331,899
$336,779
$686,382
$690,637
$694,544
$698,078
$701,215
$703,927
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $326,738 $331,899 $336,779 $686,382 $690,637 $694,544 $698,078 $701,215 $703,927
(1) Reflects annual escalation at 3.5%for operating expenses,
service amenities, and monitoring fee; 2.0%for property
taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 23
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 5
CASH FLOW PROJECTION
VINE CREEK APARTMENTS
CITY OF TEMECULA
I. Gross Scheduled Income (GSI)
Other Income
(Less) Vacancy
II. Effective Gross Income (EGI)
(Less) Operating Expenses (1)
III. Net Operating Income (NOI)
(Less) Debt Service
IV. Project Cash Flow
V. Asset Management Fees (2)
(Less) Limited Partner Asset Mgmt. Fee
(Less) General Partner Asset Mgmt. Fee
Tota I
VI. Net Cash Flow
47 48 49 50 51 52 53 54 55
2.5% $2,474,801 $2,536,672 $2,600,088 $2,665,091 $2,731,718 $2,800,011 $2,870,011 $2,941,761 $3,015,305
2.5% $28,025 $28,725 $29,443 $30,179 $30,934 $31,707 $32,500 $33,313 $34,145
5.0% 125 141 128 270 131 477 134 763 138 133 141 586 145 126 148 754 152 473
$2,377,685 $2,437,127 $2,498,055 $2,560,506 $2,624,519 $2,690,132 $2,757,385 $2,826,320 $2,896,978
($1,659,598) ($1,717,086) ($1,776,571) ($1,838,123) ($1,901,814) ($1,967,717) ($2,035,911) ($2,106,475) ($2,179,491)
$718,086 $720,041 $721,484 $722,383 $722,705 $722,415 $721,474 $719,845 $717,487
$718,086
$720,041
$721,484
$722,383
$722,705
$722,415
$721,474
$719,845
$717,487
1.5% $0
$0
$0
$0
$0
$0
$0
$0
$0
1.5% 11 901
12 080
12 261
12 445
12 631
12 821
13 013
13 208
13 407
($11,901)
($12,080)
($12,261)
($12,445)
($12,631)
($12,821)
($13,013)
($13,208)
($13,407)
$706,185
$707,961
$709,223
$709,938
$710,074
$709,594
$708,461
$706,637
$704,081
VII. Developer Fee Repayment
Beginning Balance
Interest 0.0%
(Less) Cash Flow Credit
Ending Balance
Vill. Cash Flow Available for Distribution (3) $706,185 $707,961 $709,223 $709,938 $710,074 $709,594 $708,461 $706,637 $704,081
(1) Reflects annual escalation at 3.5%for operating expenses,
service amenities, and monitoring fee; 2.0%for property
taxes; and 3.0% for replacement reserves.
(2) KMA assumption of escalation factors.
(3) See Table 6 for distribution of cash flow.
Prepared by: Keyser Marston Associates, Inc. Page 24
Filename is\Temecula_Vine Creek_v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
1
2
3
4
5
6
7
8
9
I.
Cash Flow Available for Distribution
$0
$0
$0
$0
$0
$0
$0
$0
$0
II.
Allocated to Pay Down City/County Notes 50.0%
$0
$0
$0
$0
$0
$0
$0
$0
$0
III.
County PLHA Loan
Beginning Balance
`--$2,800,000_J!
$2,828,000
$2,856,000
$2,884,000
$2,912,000
$2,940,000
$2,968,000
$2,996,000
$3,024,000
Interest 1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1) 29.4%
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$2,828,000
$2,856,000
$2,884,000
$2,912,000
$2,940,000
$2,968,000
$2,996,000
$3,024,000
$3,052,000
IV.
City Deferred Fee Loan
Beginning Balance
$698,000
L ----
$718,940
$739,880
$760,820
$781,760
$802,700
$823,640
$844,580
$865,520
3.0%
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
(Less) Cash Flow Credit (1) 70.6%
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$718,940
$739,880
$760,820
$781,760
$802,700
$823,640
$844,580
$865,520
$886,460
V.
City Permanent Loan
Beginning Balance Balance
$5,302,000 ;
-----------------
$5,461,060
$5,620,120
$5,779,180
$5,938,240
$6,097,300
$6,256,360
$6,415,420
$6,574,480
Interest 3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$5,461,060
$5,620,120
$5,779,180
$5,938,240
$6,097,300
$6,256,360
$6,415,420
$6,574,480
$6,733,540
VI.
City Purchase Money Loan
Beginning Balance Balance
$710,000 ;
'-----------------
$731,300
$752,600
$773,900
$795,200
$816,500
$837,800
$859,100
$880,400
Interest 3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$731,300
$752,600
$773,900
$795,200
$816,500
$837,800
$859,100
$880,400
$901,700
VII.
Total Cash Flow to City - NPV Years 1-55 (2) 10%
$300,000
(1)
After repayment of deferred Developer Fee (if any),
reflects pro rata portion of 50% of public agencies' share
of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment
of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2)
Includes Year 55 loan pay-offs.
Prepared
by: Keyser Marston Associates, Inc.
Page 25
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
10
11
12
13
14
15
16
17
18
19
I. Cash Flow Available for Distribution
$0
$0
$0
$0
$127,044
$159,858
$174,812
$182,380
$189,945
$197,501
II. Allocated to Pay Down City/County Notes
50.0%
$0
$0
$0
$0
$63,522
$79,929
$87,406
$91,190
$94,973
$98,750
III. County PLHA Loan
Beginning Balance
$3,052,000
$3,080,000
$3,108,000
$3,136,000
$3,164,000
$3,173,297
$3,177,764
$3,180,030
$3,181,181
$3,181,218
Interest
1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1)
29.4%
LO
LO
LO
18 703
23 533
25 735
26 849
27 962
29 075
Ending Balance
$3,080,000
$3,108,000
$3,136,000
$3,164,000
$3,173,297
$3,177,764
$3,180,030
$3,181,181
$3,181,218
$3,180,144
IV. City Deferred Fee Loan
Beginning Balance
$886,460
$907,400
$928,340
$949,280
$970,220
$946,341
$910,885
$870,154
$826,752
$780,682
Interest
3.0%
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
$20,940
(Less) Cash Flow Credit (1)
70.6%
LO
LO
LO
44 819
56 396
61 671
64 341
67 010
69 676
Ending Balance
$907,400
$928,340
$949,280
$970,220
$946,341
$910,885
$870,154
$826,752
$780,682
$731,947
V. City Permanent Loan
Beginning Balance
$6,733,540
$6,892,600
$7,051,660
$7,210,720
$7,369,780
$7,528,840
$7,687,900
$7,846,960
$8,006,020
$8,165,080
Interest
3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
LO
LO
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$6,892,600
$7,051,660
$7,210,720
$7,369,780
$7,528,840
$7,687,900
$7,846,960
$8,006,020
$8,165,080
$8,324,140
VI. City Purchase Money Loan
Beginning Balance
$901,700
$923,000
$944,300
$965,600
$986,900
$1,008,200
$1,029,500
$1,050,800
$1,072,100
$1,093,400
Interest
3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
LO
LO
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$923,000
$944,300
$965,600
$986,900
$1,008,200
$1,029,500
$1,050,800
$1,072,100
$1,093,400
$1,114,700
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any),
reflects pro rata portion of 50% of public agencies' share
of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment
of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 26
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
20
21
22
23
24
25
26
27
28
I. Cash Flow Available for Distribution
$205,040
$212,555
$220,038
$227,480
$234,873
$242,206
$249,470
$256,653
$263,746
II. Allocated to Pay Down City/County Notes
50.0%
$102,520
$106,278
$110,019
$113,740
$117,436
$121,103
$124,735
$128,327
$131,873
III. County PLHA Loan
Beginning Balance
$3,180,144
$3,177,959
$3,174,668
$3,170,275
$3,164,787
$3,158,211
$3,150,555
$3,141,829
$3,132,047
Interest
1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1)
29.4%
30 185
31 291
32 393
33 488
34 576
35 656
36 725
37 783
38 827
Ending Balance
$3,177,959
$3,174,668
$3,170,275
$3,164,787
$3,158,211
$3,150,555
$3,141,829
$3,132,047
$3,121,220
IV. City Deferred Fee Loan
Beginning Balance
$731,947
$680,551
$625,981
$567,134
$503,896
$436,153
$363,791
$286,695
$204,752
Interest
3.0%
$20,940
$20,417
$18,779
$17,014
$15,117
$13,085
$10,914
$8,601
$6,143
(Less) Cash Flow Credit (1)
70.6%
72 335
74 987
77 627
80 252
82 860
85 447
88 010
90 544
93 046
Ending Balance
$680,551
$625,981
$567,134
$503,896
$436,153
$363,791
$286,695
$204,752
$117,848
V. City Permanent Loan
Beginning Balance
$8,324,140
$8,483,200
$8,642,260
$8,801,320
$8,960,380
$9,119,440
$9,278,500
$9,437,560
$9,596,620
Interest
3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$8,483,200
$8,642,260
$8,801,320
$8,960,380
$9,119,440
$9,278,500
$9,437,560
$9,596,620
$9,755,680
VI. City Purchase Money Loan
Beginning Balance
$1,114,700
$1,136,000
$1,157,300
$1,178,600
$1,199,900
$1,221,200
$1,242,500
$1,263,800
$1,285,100
Interest
3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
$0
LO
LO
LO
LO
LO
LO
LO
LO
Ending Balance
$1,136,000
$1,157,300
$1,178,600
$1,199,900
$1,221,200
$1,242,500
$1,263,800
$1,285,100
$1,306,400
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any),
reflects pro rata portion of 50% of public agencies' share
of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment
of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 27
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
29
30
31
32
33
34
35
36
37
I. Cash Flow Available for Distribution
$270,736
$277,610
$284,357
$290,961
$297,408
$303,684
$309,772
$315,656
$321,317
II. Allocated to Pay Down City/County Notes
50.0%
$135,368
$138,805
$142,178
$145,480
$148,704
$151,842
$154,886
$157,828
$160,659
III. County PLHA Loan
Beginning Balance
$3,121,220
$3,109,364
$3,096,496
$3,082,634
$3,067,801
$3,052,019
$3,035,312
$3,017,710
$2,999,241
Interest
1.0%
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
$28,000
(Less) Cash Flow Credit (1)
29.4%
39 856
40 868
41 861
42 833
43 782
44 706
45 603
46 469
47 302
Ending Balance
$3,109,364
$3,096,496
$3,082,634
$3,067,801
$3,052,019
$3,035,312
$3,017,710
$2,999,241
$2,979,939
IV. City Deferred Fee Loan
Beginning Balance
$117,848
$25,872
Interest
3.0%
$3,535
$776
(Less) Cash Flow Credit (1)
70.6%
95 512
26 648
Ending Balance
$25,872
$0
V. City Permanent Loan
Beginning Balance
$9,755,680
$9,914,740
$10,010,930
$10,081,520
$10,150,055
$10,216,584
$10,281,161
$10,343,844
$10,404,696
Interest
3.0%
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
$159,060
(Less) Cash Flow Credit
62 870
88 470
90 525
92 531
94 483
96 377
98 208
99 969
Ending Balance
$9,914,740
$10,010,930
$10,081,520
$10,150,055
$10,216,584
$10,281,161
$10,343,844
$10,404,696
$10,463,787
VI. City Purchase Money Loan
Beginning Balance
$1,306,400
$1,327,700
$1,340,581
$1,350,034
$1,359,211
$1,368,121
$1,376,768
$1,385,162
$1,393,311
Interest
3.0%
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
$21,300
(Less) Cash Flow Credit
8 419
11 847
12 122
12 391
12 652
12 906
13 151
13 387
Ending Balance
$1,327,700
$1,340,581
$1,350,034
$1,359,211
$1,368,121
$1,376,768
$1,385,162
$1,393,311
$1,401,224
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any),
reflects pro rata portion of 50% of public agencies' share
of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment
of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 28
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
38 39 40 41 42 43 44 45 46
I. Cash Flow Available for Distribution $326,738 $331,899 $336,779 $686,382 $690,637 $694,544 $698,078 $701,215 $703,927
II. Allocated to Pay Down City/County Notes 50.0% $163,369 $165,949 $168,390 $343,191 $345,318 $347,272 $349,039 $350,608 $351,963
III. County PLHA Loan
Beginning Balance $2,979,939 $2,959,838 $2,938,979 $2,917,400 $2,844,355 $2,770,684 $2,696,145 $2,620,340 $2,543,315
Interest 1.0% $28,000 $28,000 $28,000 $28,000 $28,000 $27,707 $26,961 $26,203 $25,433
(Less) Cash Flow Credit (1) 29.4% 48 100 48 860 49 578 101 045 101 671 102 246 102 767 103 228 103 628
Ending Balance $2,959,838 $2,938,979 $2,917,400 $2,844,355 $2,770,684 $2,696,145 $2,620,340 $2,543,315 $2,465,121
IV. City Deferred Fee Loan
Beginning Balance
Interest 3.0%
(Less) Cash Flow Credit (1) 70.6%
Ending Balance
V. City Permanent Loan
Beginning Balance $10,463,787 $10,521,191 $10,576,989 $10,631,269 $10,576,780 $10,520,967 $10,463,938 $10,405,809 $10,346,705
Interest 3.0% $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060
(Less) Cash Flow Credit 101 656 103 262 104 780 213 550 214 873 216 089 217 189 218 164 219 008
Ending Balance $10,521,191 $10,576,989 $10,631,269 $10,576,780 $10,520,967 $10,463,938 $10,405,809 $10,346,705 $10,286,757
VI. City Purchase Money Loan
Beginning Balance $1,401,224 $1,408,911 $1,416,383 $1,423,652 $1,416,355 $1,408,881 $1,401,244 $1,393,460 $1,385,545
Interest 3.0% $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300
(Less) Cash Flow Credit 13 613 13 828 14 031 28 597 28 774 28 937 29 084 29 215 29 328
Ending Balance $1,408,911 $1,416,383 $1,423,652 $1,416,355 $1,408,881 $1,401,244 $1,393,460 $1,385,545 $1,377,517
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any),
reflects pro rata portion of 50% of public agencies' share
of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment
of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 29
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
TABLE 6
PUBLIC LOAN REPAYMENT SCHEDULE
VINE CREEK APARTMENTS
CITY OF TEMECULA
47 48 49 50 51 52 53 54 55
I. Cash Flow Available for Distribution $706,185 $707,961 $709,223 $709,938 $710,074 $709,594 $708,461 $706,637 $704,081
II. Allocated to Pay Down City/County Notes 50.0% $353,093 $353,980 $354,611 $354,969 $355,037 $354,797 $354,230 $353,318 $352,040
III. County PLHA Loan
Beginning Balance $2,465,121 $2,385,812 $2,305,449 $2,224,096 $2,141,825 $2,058,710 $1,974,836 $1,890,289 $1,805,166
Interest 1.0% $24,651 $23,858 $23,054 $22,241 $21,418 $20,587 $19,748 $18,903 $18,052
(Less) Cash Flow Credit (1) 29.4% 103 960 104 221 104 407 104 512 104 532 104 462 104 295 104 026 103 650
------------------
Ending Balance $2,385,812 $2,305,449 $2,224,096 $2,141,825 $2,058,710 $1,974,836 $1,890,289 $1,805,166 ; $1,719,567
IV. City Deferred Fee Loan
Beginning Balance
Interest 3.0%
(Less) Cash Flow Credit (1) 70.6%
Ending Balance
V. City Permanent Loan
Beginning Balance $10,286,757 $10,226,106 $10,164,903 $10,103,307 $10,041,488 $9,979,628 $9,917,916 $9,856,558 $9,795,766
Interest 3.0% $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060 $159,060
(Less) Cash Flow Credit 219 711 220 263 220 656 220 878 220 921 220 771 220 419 219 851 219 056
Ending Balance $10,226,106 $10,164,903 $10,103,307 $10,041,488 $9,979,628 $9,917,916 $9,856,558 $9,795,766 ;--$9,735,770-
VI. City Purchase Money Loan
Beginning Balance $1,377,517 $1,369,396 $1,361,200 $1,352,951 $1,344,673 $1,336,389 $1,328,125 $1,319,909 $1,311,768
Interest 3.0% $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300 $21,300
(Less) Cash Flow Credit 29 422 29 496 29 548 29 578 29 584 29 564 29 517 29 441 29,334)
Ending Balance $1,369,396 $1,361,200 $1,352,951 $1,344,673 $1,336,389 $1,328,125 $1,319,909 $1,311,768 ;-- $1,303,734
VII. Total Cash Flow to City - NPV Years 1-55 (2) 10%
(1) After repayment of deferred Developer Fee (if any),
reflects pro rata portion of 50% of public agencies' share
of cash flow. The City Deferred Fee Loan receives 100%
of the City's share of residual receipts. After repayment
of the City Deferred Fee Loan, the City's share of
residual receipts is split pro rata between the City
Permanent Loan and the City Purchase Money Loan.
(2) Includes Year 55 loan pay-offs.
Prepared by: Keyser Marston Associates, Inc. Page 30
Filename: is Temecula -Vine Creek_ v6_33433;11/8/2022;rsp
WORKSHEET A
SUMMARY OF AFFORDABLE RENTS (1)
VINE CREEK APARTMENTS
CITY OF TEMECULA
LOAN AGREEMENT
Extremely Low - 30% AMI Very Low - 50% AMI Low - 60% AMI
1 Bedroom 2 Bedroom 3 Bedroom 1 Bedroom 2 Bedroom 3 Bedroom 1 Bedroom 2 Bedroom 3 Bedroom
$448 $881 $963 $798 $881 $963 $990 - -
1 Bedroom 2 Units $419
3 Units / $419
a
2 Bedroom 3 Units $492
3 Units / $492
c
3 Bedroom 1 Unit $556
1 Unit / $556
Total - 30% AMI 6 Units
1 Bedroom 1 Unit $749
1 Unit / $749
a
2 Bedroom 3 Units $888
c
3 Bedroom 3 Units $1,014
`n
Total - 50% AMI 7 Units
1 Bedroom 3 Units $914
2 Units / $914
a
2 Bedroom 18 Units $1,086
0
3 Bedroom 12 Units $1,243
1D
Total - 60% AMI 33 Units
Total Units (2) 59 Units
3 Units @ 30% AMI
5 Units @ 50% AMI
2 Units @ 60% AMI
(1) Reflects 2022 California Redevelopment Law (CRL) rents and Tax Credit Allocation Committee (TCAC) rents net of monthly utility allowance. See Worksheets B through E.
(2) Excludes one (1) Manager unit.
Prepared by: Keyser Marston Associates Inc. Page 31
Filename is Temecula Vine Creek_v6_33433;11/8/2022;rsp
WORKSHEET B
RESTRICTED RENTS - 30% AMI, 2022 30% TCAC 30% TCAC
VINE CREEK APARTMENTS qualifying as qualifying as
CITY OF TEMECULA 30% CRL 50% CRL
Number of Bedrooms 1 2 3
A. California Redevelopment Law
Percent of AMI
30%
50%
50%
Assumed Family Size
2.0
3.0
4.0
Household Income (Rounded)
$20,970
$39,325
$43,700
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$524
$983
$1,093
(Less) Utility Allowance (1)
76
102
130
Maximum Monthly Rent
$448
$881
$963
B. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
30%
30%
30%
Assumed Family Size
1.5
3.0
4.5
Household Income
$19,800
$23,760
$27,465
Income Allocation to Housing
Monthly Housing Cost
(Less) Utility Allowance (1)
30%
$495
76
30%
$594
102
30%
$686
130
C. Maximum Monthly Rent
$419
$492
$556
D. Maximum Monthly Rent (Lesser of A or B)
$419
$492
$556
(1) Developer did not provide break-out of utility profile.
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WORKSHEET C
RESTRICTED RENTS - 50% AMI, 2022
VINE CREEK APARTMENTS
CITY OF TEMECULA
Number of Bedrooms 1 2 3
A. California Redevelopment Law
Percent of AMI
i---------------------------------------------
50%
Assumed Family Size
2.0
Household Income (Rounded)
$34,950
Income Allocation to Housing
30%: not applicable
Monthly Housing Cost
$874
(Less) Utility Allowance (1)
76
Maximum Monthly Rent
$798 I-------------------------------------------- s
B. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
50%
50%
50%
Assumed Family Size
1.5
3.0
4.5
Household Income
$33,000
$39,600
$45,775
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$825
$990
$1,144
(Less) Utility Allowance (1)
76
102
130
C. Maximum Monthly Rent
$749
$888
$1,014
D. Maximum Monthly Rent (Lesser of A or B)
$749
$888
$1,014
(1) Developer did not provide break-out of utility profile.
Prepared by: Keyser Marston Associates, Inc.
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WORKSHEET D
RESTRICTED RENTS - 60% AMI, 2022
VINE CREEK APARTMENTS
CITY OF TEMECULA
Number of Bedrooms 1 2 3
A. California Redevelopment Law
Percent of AMI
i---------------------------------------------
60%
Assumed Family Size
2.0
Household Income (Rounded)
$41,940
Income Allocation to Housing
30%: not applicable
Monthly Housing Cost
$1,049
(Less) Utility Allowance (1)
58
Maximum Monthly Rent
$990 1-------------------------------------------- s
B. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
60%
60%
60%
Assumed Family Size
1.5
3.0
4.5
Household Income
$39,600
$47,520
$54,930
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$990
$1,188
$1,373
(Less) Utility Allowance (1)
76
102
130
C. Maximum Monthly Rent
$914
$1,086
$1,243
D. Maximum Monthly Rent (Lesser of A or B)
$914
$1,086
$1,243
(1) Developer did not provide break-out of utility profile.
Prepared by: Keyser Marston Associates, Inc.
Filename: is Temecula —Vine Creek_ v6_33433;11/8/2022;rsp Page 34
WORKSHEET E
RESTRICTED RENTS - 80% AMI, 2022
VINE CREEK APARTMENTS
CITY OF TEMECULA
Number of Bedrooms 1 2 3
A. Low Income Housing Tax Credit (LIHTC) Program
Percent of AMI
80%
80%
80%
Assumed Family Size
1.5
3.0
4.5
Household Income
$52,800
$63,360
$73,240
Income Allocation to Housing
30%
30%
30%
Monthly Housing Cost
$1,320
$1,584
$1,831
(Less) Utility Allowance (1)
76
102
130
B. Maximum Monthly Rent
$1,244
$1,482
$1,701
(1) Developer did not provide break-out of utility profile.
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NOTICE OF PUBLIC HEARING
CITY COUNCIL OF
THE CITY OF TEMECULA
CONSIDERATION OF A THIRD AMENDMENT TO THE DISPOSITION AND
DEVELOPMENT AGREEMENT FOR AFFORDABLE HOUSING FOR
VINE CREEK APARTMENTS
NOTICE IS HEREBY GIVEN that the City Council of the City of Temecula (the "City") will
hold a public hearing on November 29, 2022, at 6:00 pm (or as soon thereafter as the matter may
be heard) Council Chambers at City Hall, 41000 Main Street, Temecula, California 92590. The
public hearing may be continued from time to time until completed. Any person desiring the
opportunity to be heard will be afforded an opportunity to do so.
The purpose of this public hearing is to consider approval of a proposed Third Amendment to
the Disposition and Development Agreement ("DDA") between the City of Temecula, as seller and
lender, and Temecula Pacific Associates, as buyer, with respect to property (the "Site") generally
located approximately 130 feet north of the Main Street and Pujol Street intersection, on the east side
of Pujol Street, Temecula, California, for the development of a 60 unit, affordable housing project,
known as Vine Creek Apartments (the "Development").
As required by California Health and Safety Code Section 33433, a report has been prepared
summarizing certain aspects of the DDA and the First and Second Amendments to the DDA. Copies
of such report are available for public inspection and copying, at a cost not to exceed the cost of
duplication, at the office of the City Clerk at 41000 Main Street, Temecula, California 92590.
Interested persons wishing to express their views on the matter may attend the public hearing
or, prior to the time of the public hearing, submit written comments to the City Clerk's office. An
individual who challenges any decision regarding the above proposal in court may be limited to
raising only those issues raised by any individual at the public hearing described in this notice or in
written correspondence delivered to the City Council, at or prior to the public hearing. Due to the
time constraints and the number of persons wishing to give oral testimony, time restrictions may be
placed on oral testimony at the public hearing.
In compliance with the Americans with Disabilities Act, anyone needing special assistance to
participate in a City Council meeting should contact the Office of the City Clerk at (951) 694-6444.
Notification at least 48 hours prior to the meeting or time when services are needed will assist the
City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting
or service. Assisted hearing devices will be available at this public hearing without prior notification.
Further information may be obtained by contacting Brandon Rabidou of the City of Temecula,
at 41000 Main Street, Temecula, California 92590, or by telephone at (951) 694-6400, or by email at
Brandon. rabidouaa,temeculaca. gov
Published: November 14, 2022
Item No. 16
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Randi Johl, Director of Legislative Affairs/City Clerk
DATE: November 29, 2022
SUBJECT: Appoint Members to the Community Services, Planning, Public/Traffic Safety and
Race, Equity, Diversity and Inclusion Commissions
PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk
RECOMMENDATION: That the City Council appoint members to the Community Services,
Planning, Public/Traffic Safety and Race, Equity, Diversity and Inclusion Commissions.
BACKGROUND: The City currently has the following vacancies on its boards and
commissions: Community Services Commission (2), Planning Commission (2) Public/Traffic
Safety Commission (2) and Race, Equity, Diversity and Inclusion Commission (3). These
vacancies were advertised and recruited for utilizing a variety of methods, including but not limited
to, the printed newspaper, City website, Channel 3, social media, and community stakeholder
platforms. The application period for these vacancies was September 1, 2022 — October 31, 2022.
The redacted applications submitted for consideration within the time period are attached. Terms
will begin January 1, 2023 and run through the December 31, 2025. It is recommended that the
City Council receive applicant presentations and appoint members to the Community Services,
Public/Traffic Safety and Race, Equity, Diversity and Inclusion Commissions.
FISCAL IMPACT: None
ATTACHMENTS: Redacted Applications
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 29, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Ernest
First Name Middle Initial
Home Address
Temecula
City
Castro
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
BS Virginia Tech - Psychology,
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Ernest Castro
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
None
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Volunteer at Community Mission of Hope, Dec 2021 to Present, Member of Bike Temecula Valley - March
to Present
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I would like to serve on this commission as way to give back to the local community. I spent my
professional life serving our country at the federal level in both the military and the intelligence community.
Now that I'm retired, I would like to use my experience and skills to help the city of Temecula. In the year
that my wife and I have lived in Temecula, we have grown to love the community, people and life style of
Temecula. I believe that I can bring a fresh perspective to the commission by having seen how other
communities meet their local needs. My experience with the federal government has provided me with the
experience to understand how to work within a system, expert knowledge of resource management and
the ability to work with people at all levels. I have managed efforts from beginning to end and understand
how to develop requirements, make resource decision and knowledge of program management
principles. I also feel that I can help the commission with my experience in utilizing Temecula community
services. I'm an active cyclist and often use the bike trails and lanes. In addition, I've visited many of the
parks with my grandchildren to make use of playgrounds and splash pads. In conjunction with Bike
Temecula Valley, I attended the opening of newest pump track in Temecula and the opening of the Bike
Trail in Old Town, so I'm aware of some of the projects sponsored by the committee. In conclusion, I feel
that my previous experience working in government and as an active user of Temecula community
services, I would make a good commissioner. Thank you your consideration
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I feel that equity, diversity and inclusion requires active measures to ensure that all people have the same
opportunities to access the resources of Temecula. This requires actively reaching out to all citizens of
the city to Identify their needs, understand their perspectives and include them in decision making.
Including everyone in how the city plans for community services results in a stronger sense of community
and trust in the city government. If selected, I would take steps to understand the needs of the community
and communicate those to the city government. These steps would include seeking out people from all
groups in the city to bring their diverse strengths, abilities, interests and perspectives into city planning.
Ernest Castro
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Gary Oddi, member of Community Services Commission, garyoddi@tvbikecoalition.com
Dale Borgeson, former member of Community Services Commission,
Randy Videgar, former co-worker,
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
EJC Resume Base v4.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
Ernest Castro
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
FJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Ernest Castro
Ernest Castro
Temecula CA 92591
Ph n
Email:
Summary
Currently retired after 30 years of tenure with the US Government in a variety of
positions with experience in program management, budget development and
execution, management, and acquisition/contract implementation. Increasing
levels of responsibility managing organizations from small ad -hoc projects to large
scale organizations with personnel of various levels of experience.
Experience
Cornerstone Defense (Aug 2019 to Aug 2021)
Resource Analyst for a department in an Intelligence Community Agency
providing financial and acquisition projections and tracking for a program of more
than $100 million a year. Evaluated financial performance of contractors
providing support to the department to include meeting labor and cost goals.
Developed acquisition documents to support competitive and sole source
acquisitions. The program met or exceeded all government requirements for
expending funds. Responded to questions from Agency level financial
organizations and Congressional inquiries.
AECOM (Nov 2017 to Aug 2019)
Deputy program manager of a 200 person program supporting the Intelligence
Community with linguistic support. Responsible for program execution against
contract requirements to include meeting technical, cost and schedule goals.
Central Intelligence Agency (June 1988 - Nov 2017)
Chief of Staff - 2017 - Served as the chief of staff for a large organization involved
in overhead collection with responsibility for staffing, action management, budget
execution, policy and coordination with multiple government agencies.
Division Chief - 2013- 2017 - Served in multiple second level management
positions conducting sensitive open source collection and acquisition.
Responsible for personnel management and staffing, budget execution, collection
management and coordination across organizational boundaries.
Division and Branch Chief - 2006 -2013 - Multiple first and second level
management positions in support of a technical collection effort. Responsibilities
included recruiting, training and facility development for the effort. Also directed
several technical collection activities.
Security and Program Management - 1988 to 2006 - Numerous assignments in
program security and program management of security activities.
ob Responsibilities during CIA employment and as a contractor:
Management - Numerous management positions to include managing mixed
zontractor and staff work forces for large and small-scale efforts to include
zollection and acquisition of information, support, training, R&D and recruitment.
Program Management - Experience throughout the program life cycle from
requirements development to execution, operation and shutdown. Experience
managing software and equipment development efforts, facility build outs, level
of effort contracts and operational programs.
collection Management and Support - Multiple positions developing innovative
solutions to collection challenges by fostering an environment where creativity
around collection is not only encouraged, but required. This resulted in the
development of sophisticated methodologies, information collection, and data
procurement activities.
Skills
► Extensive experience developing requirements, action plans and policy
► Considerable briefing experience at the Directorate and above level
► Knowledge of the Intelligence Community
► Thorough understanding and experience with the US Government acquisition
process
Education
Bachelor of Science, Virginia Tech in Psychology (1983)
► Level III COTR
► Numerous in-house courses on Program Management and Acquisitions
► Current TS/SCI Clearance with Full Scope Polygraph
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Stephanie _
First Name Middle Initial
Home Address
Temecula
City
Hernandez -Dawson
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Stephanie Hernandez -Dawson
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
None, see resume for related experience.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Currently the secretary of the Temeku Hills Homeowners Association Executive Board. See Resume for
other involvement.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
For over 10 years I have dedicated myself to serving my community in various capacities. I highly believe
in the importance of being involved. Although my past and current involvement has mostly to do with
children, I feel I am ready and have the experience to now be a part of city level involvement. I'd like to do
my part to maintain this beautiful city and to bring fresh ideas to the table. Due to my background, cities
I've lived in and different sectors I've worked and volunteered in, I feel I can provide perspectives that
represent a wide range of Temecula residents.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As an individual with a diverse background, I would contribute important perspectives. I am a mother, a
wife, a First Generation American, I've worked with children in differentiating cities, I've lived in densely
populated urban cities, lived in suburban Temecula for close to 8 years, I've started my own business,
been a stay-at-home mom for many years, craved my own path in the ever -changing post Covid world,
and have also managed to create little communities for my children to thrive in. Throughout all my
endeavors, I've gained knowledge of what communities and the communities within these communities
need and have gained many experiences when creating solutions to problems these communities face.
My contribution to the City of Temecula would be this knowledge, experience, and versatile creativity.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Stephanie San Paolo, Realtor, 2. Kayla Teran, Downey
Unified School District Employee, 3. Amanda O'Callaghan,
Business Manager, , amanda@usas.co
Stephanie Hernandez -Dawson
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Stephanie_Hernandez-
Dawson _Resume.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
W I Agree
Stephanie Hernandez -Dawson
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Stephanie Hernandez -Dawson
STEPHANIE HERNANDEZ-DAWSON
Temecula, CA 92591
phone /
Objective
Dedicated and motivated individual with a range of experience and skills working with people in
varied settings. Currently a teacher and a homeschooling mother managing two homeschool co
ops and an adult community group. Looking to apply my leadership and organization skills as
well as my ability to work well with others into a position that helps strengthen my community.
Key Skills
- Extensive knowledge in general -60 WPM -Proven ability to work well as a
computer applications including -Varied creative talents and team member.
Adobe Photoshop. abilities useful for project -Exceptional meeting and event
-Fluent in Spanish (native speaker) implantation. planning ability.
-Professional Photography Skills -CPR and First Aid Certified
Experience
Independent Learning Academy — Murrieta 2022 - Current
Spanish Teacher
Spanish instructor for beginning Spanish courses for elementary school aged children.
Mermaid Kisses Photography 2021 — Current
Oumer/Photography
Turned a hobby into a small business. Focus on natural light photography, creating backdrops and settings for
photographing mini sessions mainly of children and families.
One Group Southwest, Temecula, CA
2019 — 2022
Realtor
Over 10 years of experience in the real estate field. Serving clients who are interested in selling or purchasing
homes.
Temecula Valley Unified School District, Temecula, CA
Instructional Assistant II- SDC
2016 — 2017
Job duties included providing academic assistance in a classroom setting for students in 6f to 811, grade in the
subjects of math, science, English, and history. Responsible for supervising small groups of students outside of
classroom for activities such as tests or quizzes. Also assisted teachers in checking classwork and updating power
point presentations to be used as part of lesson plans. Worked with students individually as needed.
1of2 I Page
Experience Continued
Vintage Hills Elementary, Temecula, CA
Williams Elementary PTA Volunteer, Downey, CA 2011 — 2017
Communications Chair/ Vice President/ Ways and Means /
Yearbook Chair/Reflections Chair/Financial Secretary
In charge of or part of committees responsible for various PTA sponsored activities including but not limited to
yearly fundraisers, Reflections Art Recognition Program, book fairs, family nights, and teacher appreciation week.
Created yearbooks for three school years from start to finish. Responsible for creating most event flyers, posters,
and invitations. Also spent weekly scheduled time within classrooms assisting teachers with student group work,
grading, and art activities.
Received Honorary Service Award in 2013 for volunteer work.
Quinn Emanuel Urquhart & Sullivan LLP, Los Angeles, CA 2010-2011
Payroll Clerk
Conducted scheduled time sensitive data gathering to process employee paychecks for international law firm with
over 2,000 employees and several offices throughout the United States and overseas. Provided customer service
to employees with payroll questions or concerns.
Prudential 24 Hour Real Estate / Escrow Net, Downey, CA 2006 — 2010
Listing Coordinator / OfRce Manager /Licensed Real Estate Agent and Notary
Responsible for over 10-25 active single family residence listings and/or escrows. In charge of maintaining
complete physical and digital files that exceeded Department of Real Estate standards for each transaction, setting
up and conducting property showings and open houses, maintained property advertising, processed short sale
transactions including negotiating final short sale figures with lenders, and upheld the highest level of customer
service to clients.
Education
Mount San Jacinto College, San Jacinto, CA 2015 — 2016
History Major - AA degree in History with future career goals of teaching elementary or junior high school
students.
Cerritos College, Norwalk, CA 2010 — 2014
12 Child Care credits in general education courses.
References Available Upon Request.
2of2 I Page
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 20, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Jeff P Kingsberg
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
SEE RESUME
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
SEE RESUME
Jeff P Kingsberg
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
SEE RESUME
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
SEE RESUME
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I wish to serve on the Community Services Commission as I believe it is an essential structure to maintain
a high quality of life for our residents. We owe it to those we serve to reflect and evaluate on the question
of "What opportunities are we making accessible to enrich their lives and families? This is similarly how I
served students and colleagues in the Temecula Valley School District from 1987 through 2022. As a
Temecula educator I promoted city programs by: *Developing the "Participating in Government" Project in
which high school seniors attend and report on local government meetings *Creating opportunities for
students to volunteer for local government agencies and non -profits through Community Service Learning
Projects *Bringing groups of students to City Hall year after year to collaborate with the City of Temecula
in implementing the Youth in Government Program *Facilitating groups of educators to attend and
participate in multiple City of Temecula Santa's Electric Light Parades and State of the City Breakfasts
Additionally on a personal level, my family and I have benefitted from City of Temecula programs such as
Aquatics, Breakfast with Santa, City Youth and Adult Recreational Sports Leagues, and Parks and Trails.
Most recently, I was a participant in the Temecula 4th of July Parade as a member of the Temecula
Valley Bike Coalition and am currently a participant in the City Pickleball Class at Mike Naggar Park. As
both a teacher and student of Government, I have on occasion attended City Council and Commission
meetings and often view them on-line to keep up with happenings at the city. Through my education and
experiences, I have an understanding of local government processes and am highly qualified and well -
prepared to serve on the City of Temecula Community Services Commission.
Value Statement
Jeff P Kingsberg
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As a Commissioner of Community Services, I would respect and support Resolution 2020-59 which
created the Race, Equity, Diversity, and Inclusion Commission. This policy resolution demonstrates that
the City of Temecula will build relationships, educate the community, and evaluate policies through these
lenses. City Commissions such as the Community Services Commission do not operate in isolation, yet
are connected through a network of city and community structures to promote cohesiveness. I would seek
to build relationships with others across the city, including the Race, Equity, Diversity, and Inclusion
Committee and support their work. As a career educator, I worked with a diversity of students and
teachers who came from a variety of races, cultures, and perspectives. I always sought to promote a
climate of respect in which all voices were heard and valued. Public Education is a microcosm of our city
with much diversity in a K-12 school district as well as its' teaching force. I view my duty as a
Commissioner to ensure all interests are heard and the decision making process includes consideration of
the stated principles of equity, diversity, and inclusion.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1) Chuck Washington, Riverside County Board of Supervisors d3email@rivco.org, 2) Dr.
Jodi McClay, Superintendent Temecula Valley Unified School District jmcclay@tvusd.us,
3) Dr. Gerardo (Jerry) Hizon MD, Director of Motion Medical Group
motionmedicalgroup.com
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Jeff P Kingsberg
Attachments
Question applies to multiple boards
Jeff_Kingsberg Resume_2022.docx
Resume - If you wish to attach a resumeplease do so
here.
Question applies to multiple boards
Letter of Recommendation _Jeff _Kingsberg 1�pdf
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
We_the _People _Press _Enterprise _ Article_ and CA_ State_Courts Award.docx
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
V I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Jeff P Kingsberg
Jeff Kingsberg
Temecula, CA 92591
Ph:
Intention
Contribute to our community by serving a dynamic local
organization which promotes the common good
Personal Information
Temecula Valley Unified School District Educator (Retired, 2022)
Great Oak High School Girls' Varsity Assistant Basketball Coach
(Current)
Continuous Temecula Resident Since 1987
Married for Thirty -Four (34) Years; Two Adult Daughters and One
Granddaughter
Professional Work History
2014-2022: PRESIDENT OF TEMECULA VALLEY EDUCATORS
ASSOCIATION (TVEA)
- Elected Representative for 1300 Teachers and
Specialists K-12
- Served as Organizational Leader and Chief
Spokesperson
1997-2014: SOCIAL SCIENCE TEACHER, CHAPARRAL HIGH
SCHOOL
-Instructed in Advanced Placement Government for
Eleven Years
- Coached Students to five (5) Regional Titles in
Constitution Mock
Hearing Competition
1987-1997: SOCIAL SCIENCE TEACHER, TEMECULA VALLEY HIGH
SCHOOL
- Served as TVUSD Mentor Teacher in both History -
Social Science and
Community Service Learning
- Developed the "Participating in Government
Project" for 12t" grade
-Led the Varsity Boys' Basketball Program for five
(5) Years.
Education and Certifications
1983: Bachelor of Arts, Sociology, California State University
Fullerton
1985: Ryan Single Subject Teaching Credential, Social Science,
UC Irvine
1986: Supplementary CA Teaching Authorization English -
Language Arts
1996: Master of Arts, Educational Administration, Chapman
University
2003: Advanced Placement Teacher Certification, AP Government
and Politics
2022: National Federation of High Schools Coaching Module
Course Certificates
2022: American Red Cross First Aid/CPR/AED Training Certificate
Volunteer Service and Community Affiliations
2022- Present: Temecula Valley Bicycle Coalition Member
2018-2022: Temecula Valley Council PTA Executive Board
Member
2017-2022: Member of Temecula Valley Chamber of Commerce
via TVEA
2019-2021: Lions Club Speech Contest Volunteer Judge
2004-2014: Temecula Dollars for Scholars Announcer/Emcee
2002-2010: Volunteer Coach for Temecula Youth Basketball
League
2002-2005: Interact/Rotary Club Advisor, Chaparral High School
Awards and Recognitions
2022: Temecula Valley PTA Council Honorary Service Award
2022: California Teachers Association "We Honor Ours" Service
Award
2022: Temecula Valley Unified/TVEA: "Years of Service"/Longevity
of Service
2021, 2020: TVEA Advocacy Award
2013: Chaparral High NJROTC Teacher of the Year
2009: Jesus Christ Church of Latter -Day Saints Crystal Apple
Recipient
2008: California League of High Schools Educator of the Year
Nominee
COUNTY OF RIVERSIDE
District Office: French Valley
37600 Sky Canyon Drive, #505
Murrieta, CA 92563
(951) 955-1030 — Fax (951) 677-0669
Michelle DeArmond, Chief of Staff
E-Mail: D3Email@rivco.org
www.SupervisorChuckWashington.com
October 26, 2021
• - • Riverside Office:
4080 Lemon Street, 5` Floor
Riverside, CA. 92501
(951) 955-1030 — Fax (951) 955-2194
Hemet Office:
* * 43950 Acacia Ave, Suite A
Hemet, CA. 92544
r (951) 955-1030 — Fax: (951) 692-3182
Supervisor Chuck Washington
Third District
To the Honorable Temecula City Council,
I am pleased to recommend Mr. Jeff Kingsberg to an appointment to the Temecula Community Services
Commission.
I am quite familiar with Mr. Kingsberg's exemplary work as a longtime educator in our community. He taught
History -Social Science at both Temecula Valley and Chaparral High School for twenty-seven years. Asa Temecula
City Councilman, I had the opportunity to visit his classroom several times and speak with his students. It was clear
to me they were learning about government processes in an engaging and motivating learning environment.
Jeff was instrumental in developing student opportunities to immerse themselves in the study of both local and
national government. The "Participating in Government Project" has encouraged Temecula students to attend both
city council and school board meetings for the last three decades. I worked with Jeff over the years through the
"Youth in Government" program at city hall, in which high school seniors shadowed city staff and then enacted a
mock city council meeting. His students at Chaparral High participated in "We the People: The Citizen and the
Constitution," a mock congressional hearing competition, demonstrating their understanding of the United States
Constitution and the Bill of Rights. Jeff's leadership at Chaparral High contributed to the school receiving one of
twelve statewide Civic Learning Awards from the State of California Courts in 2014.
More recently, Jeff has served as the elected President of the Temecula Valley Educators Association, or TVEA.
Under Jeff's leadership, TVEA has grown as a community nonprofit organization. Since 2017, TVEA has been a
member of the Temecula Valley Chamber of Commerce. TVEA has volunteered for and participated in events such
as the Susan Komen Race for the Cure, Temecula Dollars for Scholars, The Temecula Educational Foundation Taste
of Temecula, community food, clothing and toiletries collections, and their own "Fun 2B Fit" 5K and Children's
Fitness Event.
Jeff is highly respected among the teachers and specialists across the Temecula Valley Unified School District. He
communicates effectively with TVUSD Administration and the Governing Board. Jeff is industrious, meticulous,
pragmatic and collaborative. He will strive for the common community good and work cooperatively with all
stakeholders within the City of Temecula.
Sincerely,
wof,�
Chuck Washington
Riverside County Third District Supervisor
TEME C ULA: Chaparral High wins `We The
People' event
mor
Jeff Kingsberg's 'dvanced Placement Government and Politics class from Chaparral
High School won the `We the People' event in San Diego, qualifying for the state event.
By PRESS -ENTERPRISE
December 27, 2013 at 12:38 p.m.
Jeff Kingsberg's Advanced Placement Government and Politics class from
Chaparral High School outscored three San Diego area teams in winning
the We the People: The Citizen and the Constitution Mock Congressional
Hearing Competition at Grossmont College in El Cajon on Dec. 18.
Six student teams prepared four -minute statements and then responded to
questions from judges on themes ranging from "What are the Historical
and Philosophical Foundations of the American Political System" to "What
Challenges Might American Democracy Face in the Twenty -First Century".
Student teams are scored on providing supporting evidence including
constitutional application and balanced participation. This is Chaparral's
fifth Regional Championship since 2006 and the team now qualifies for the
California State Finals in Bakersfield on Feb. 7-8.
The students are Kat Alvarado, Ahmad Baiyasi, Stephanie Baker, Rachel
Budd, Rachel Bushrow, Triston Carter, Carina Correo, Brianna Espinosa,
Colin Ford, Karissa Frazier, Claire Gatzke, Megan Harless, Juan Herrera,
Zachary Hunter, Jake Johnson, Taryn Kelley, Audrey Kelley, Sydney
Kingsberg, Haley Knapp, Henry Lee, Michael Lyons, Ali Malik, Sydney
Nanton, Kaela Nichols, Avalon Penrose, Morgan Eckel, Lauren Schlansky,
Bailey Sprague, Kyle Thomas, Andrew Tran, Zachary Varnam, Martin Verde
and Emily Wilcox.
CALIFORNIA COURTS
THE JUDICIAL BKkN CH OF akLIFORNIA
Civic Learning Award: Chapparal High
School
Print
Chaparral High School
Temecula Valley Unified School District
County of: Riverside
Civic Learning Award of: Merit
Civic Learning Highlights
Chapparal High School's Participating in Government Project program helps students to increase
awareness of and involvement in, local government issues that allow students to become
participants in the democratic process. Chapparal also offers an academic curriculum/extracurricular
student club called We the People: The Citizen and the Constitution as a part of its AP Government
and Politics classes. The program engages students to seek a deeper understanding of the US
political system. Lastly, the Students Against Destructive Decisions (SADD) provides students with
the best tools to cope with issues such as underage drinking, drug use, and teen suicide. It's goal is
to inform, educate, support, and empower young people to make positive decisions.
Research -Based Civic Education Practices
This school demonstrates the following research -based best practices in civic education. For more
information on research -based best practices, visit the Campaign for the Civic Mission of SchoolspY
website.
• Provide instruction in government, history, law and democracy, and avoid teaching only rote facts
about dry procedures.
• Discuss current local, national and international issues and events in the classroom, particularly
those that young people view as important to their lives.
• Conduct community service that is linked to the formal curriculum and classroom (Service -
learning).
• Offer extracurricular activities that provide opportunities for young people to get involved in their
schools or communities.
• Encourage students' participation in simulations of democratic process and procedures such as
voting, trials, legislative deliberation, and diplomacy.
Contact Information
leff Kingsberg
Temecula, CA 92591
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 23, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
David
First Name
Home Address
Temecula
City
Lombardo
Middle Initial Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
see resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
see resume
David Lombardo
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
see resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
see resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
Holding board seats previously for various organizations, I believe it to be vital to be apart of a
community's growth.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I will continue these principles as I previously have in the public and private sector.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
see resume
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
None Selected
David Lombardo
Question applies to multiple boards
What range does your age fall into below?
None Selected
Question applies to multiple boards
What is your ethnic background?
None Selected
Attachments
Question applies to multiple boards
Lombardo_ Resume .pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
David Lombardo
David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
Personal Information:
David Lombardo
Temecula, CA 92591
Day & Evening Phone:
U.S. Citizen
Veteran: U.S. Marine Corps
Education:
Norwich University
Northfield, VT 05663
Bachelor of Applied Science in Strategic Studies & Defense Analysis, 2023 (expected)
Credits Earned: 84 / 120 Semester hours
Work Experience:
GAVIN DE BECKER & ASSOCIATES
350 N Glendale Ave #517 Glendale, CA 91206
07/2021 — Current
Supervisor: Erik Triplet I etriplet@gdba.com
Okay to contact Supervisor: Yes
Field Operations Leader
Serving as primary center point for disseminating information regarding security -related
incidents on the property, as well as in the field. Coordinate contingency plans and emergency
medical response for security incidents at the residence and in the field in dynamic
environments. Conduct security and threat assessment audits of the property and make
recommendations for improvement security measures on -site. Provide executive protection,
driving, and logistics support, as needed, when the client travels both domestically and
internationally while coordinating with local, state, and federal authorities.
KATMAI GOVERNMENT SERVICES
Building 61718 Camp Pendleton, CA 92055
09/2019 — 07/2021
Supervisor: John "Matt" Fennell I jfennell@katmaicorp.com
Okay to contact Supervisor: Yes
Infantry Subject Matter Expert
Lead and aided in the instruction and facilitation of Ground Combat, Special Operations, and
supporting elements in counterinsurgency, and near -peer threat doctrines. Liaising and
conducting task lineage to develop an appropriate list of individual and collective tactical tasks
necessary to support unit requested objectives. Lead performance discussions with the unit
David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
commanders to help determine decision points and relevant criteria, as well as possible options
to facilitate learning. While providing performance assessment recommendations to the unit
Chain of Command in support of unit assessments.
UNITED STATES DEPARTMENT OF STATE via GARDAWORLD FEDERAL SERVICES
United States Embassy Kabul, Afghanistan 11760 Old Meadow Rd. Suite# 400 McLean, VA 22102
08/2016 — 04/2019
Supervisor: Don Taylor I william.taylor@garda-federal.com
Okay to contact Supervisor: Yes
Integration & Training Instructor I Range Master I Protective Security Specialist
Manage broad range of planning, analysis, and logistics for the Worldwide Personal Protective Services
initiative for diplomats and VIPs needing specialized accommodation, discretion, and threat mitigation.
Implement security policies, procedures, and protocols for force protection comprising Emergency
Response Teams, anti -terrorism, and law and order operations for customized individual protection
services. Assist in planning and preparation of motorcade security, risk management, protection
logistics, site security operations, crisis management, and asymmetric threats. As an Integration &
Training Instructor while working in tangent with the Embassy Marine Security Detachment to
strengthen, revise, and provide transparency between Marine & Kabul Embassy Security Force elements
by writing reports and conducting briefings of findings, to include results post incidences. Performed
comprehensive security assessments with the Diplomatic Security Service Field Protective Division &
Emergency Planning Unit to identify security weaknesses and report situational updates to all essential
personnel at the Diplomatic Mission. This through researching, collecting and analyzing data from a
variety of sources relating to investigations within the area of operations. This in tangent to correlating
duties qualifying and certifying over 1,600 key personnel in annual platform instruction and semi-annual
Physical Efficiency Battery's for expatriates, third -country nationals, and local nationals.
UNITED STATES DRUG ENFORCEMENT ADMINISTRATION
Hartford Regional Office, CT
09/2015 — 11/2015
Supervisor: Supervisory Special Agent Michael W. Brown
michael.w.brown@usdoj.gov
Okay to contact Supervisor: Yes
Student Intern
Aided in the indirect assistance and observation of the Drug Enforcement Administration (DEA)
to enforce the controlled substances laws and regulations of the United States and bring to the
criminal and civil justice system of the United States, or any other competent jurisdiction, those
organizations and principal members of organizations, involved in the growing, manufacture, or
distribution of controlled substances appearing in or destined for illicit traffic in the United
States; and to recommend and support non -enforcement programs aimed at reducing the
availability of illicit controlled substances on the domestic and international markets. In carrying
out its mission as the agency responsible for enforcing the controlled substances laws and
regulations of the United States, while observing and aiding in the learning objectives for the
PJ
David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
student volunteer program which allowed myself to learn and explore career options as well as
develop personal and professional skills in the observation and indirect assistance of the DEA
and its mission. The investigation and preparation for the prosecution of major violators of
controlled substance laws operating at interstate levels, management of a national drug
intelligence program in cooperation with federal, state, local, and foreign officials to collect,
analyze, and disseminate strategic and operational drug intelligence information, while these
opportunities provided work experience and personal growth related to my academic program.
GAVIN DE BECKER & ASSOCIATES
New York, NY 111684 Ventura Boulevard Suite 440 Studio City, CA 91604 United States
06/2014 — 09/2014
Supervisor: Marcus Messias
Okay to contact Supervisor: Yes
Security Staff Agent
As a Security Staff Agent with Gavin de Becker & Associates, the firms core mission and
individual responsibilities protects people who are at risk, advises clients on the assessment and
management of situations that might escalate to violence, and develops strategies for improving
safety and privacy. Premier executive protection firm that provides physical security, logistical
support, and advice to public figures, prominent families, government officials, government
agencies, police departments, universities, large corporations, and artist individuals.
UNITED STATES MARINE CORPS
Camp Pendleton, CA 92055
07/2006 - 08/2014
Supervisor: MGySgt Paul Hoffman (Ret.)
Okay to contact Supervisor: Yes
Platoon Sergeant I Primary Security Officer I Chief Marksmanship Instructor
Assigned as a unit leader, and principle tactical advisor in assisting commanders & operation
managers in tactical employment of weapons, reconnaissance, and counterinsurgency in training
and world -scale operations. While supervising the coordination & preparation of personnel,
weapons and equipment valued at over fifty million dollars. Aiding the fire of supporting arms,
from small arms to crew -served weaponry, while coordinating unit resupply, casualty evacuation
efforts, and tactical interaction, coordination, and leading multi -national teams partnered with
U.S. Marines, U.S. Army, British Army, & the Afghan National Army. Managing & advising the
platoon commander on all issues of discipline, morale, and welfare. Coordinated, planned, and
executed joint operations with members of the United States Department of State and the United
States Secret Service to safeguard high ranking level officials, and high -risk personnel while
maintaining liaison with key personnel to ensure the timely exchange of information regarding
schedules, unscheduled movement, and intelligence updates for Special Operations Task Force
3
David Lombardo
Temecula, CA 92591
Veteran: U.S. Marine Corps U.S. Citizen
West. Directly influenced the United States Marine Corps' Combat Marksmanship Program by
expressing ideals during the Headquarters Marine Corps Marksmanship Curriculum Review
Board & Symposium as a sitting board member, while also certifying over 300 Combat
Marksmanship Coaches, & Combat Marksmanship Trainers as the Chief Marksmanship
Instructor for the I It
Marine Division in foreign, domestic weapons, & tactics while managing
instructor development, mastery, proficiency & teaching responsibilities.
Other Qualifications:
Job Related: A working knowledge of Microsoft Office software
Clearance: Department of Defense Secret 2007-2014, Department of State Secret & DOD 2017-
Current
Languages: Polish; limited working proficiency
Applicable Military Education Schools & Courses: Infantry Squad Leader, Formal Schools
Instructor, Foreign Weapons Instructor, MOUT Instructor, Combat Marksmanship Instructor
Trainer, Common Remotely Operated Weapon Station System's, Urban Breaching & Expedient
Demolitions, Helicopter Rope Suspension Techniques Master, Aircraft Ditching & Emergency
Breathing Devices, Full Spectrum Survival, Evasion, Resistance, & Escape (SERE Level C),
Chemical, Biological, Radiological, and Nuclear Procedures, Chemical Agent, Live Tissue
Tactical Combat Causality Care, National Safety Council Adult/Infant 1st Aid & CPR, Predator
Tactical Off -Road All -Terrain Vehicle's SOCOM Variants', DOS Basic Field Firearms Officers
Course, DOS Personal Security Specialist Course
rd
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 27, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Ashley N Matics
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 1
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
High School Diploma, Murrieta Valley High School, 2003-2007
Ashley N Matics
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
June 2021 to Now Employer Name: Rhea Lana's of Temecula Valley Employer Address: 31376 Chemin
Chevalier, Temecula, CA 92591 Position Title and Primary Responsibilities: I am a general worker when
this pop up consignment sale happens. I've done everything from merchandising, to working the floor, to
monitoring the door. February 2017 to Now Employer Name: Matics Household Employer Address:
Temecula, CA 92592 Position Title: Mom Primary Responsibilities: - in my position as a
full time caregiver for triplets my main responsibility has been raising 3 humans. Job duties include, but
are not limited to, conflict management and resolution, extensive research on topics important to children,
content writing and building teamwork.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
None
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Temecula Valley Mothers of Multiples, Non -Profit - Editor, 2018-2019 - Membership Chair, 2019-2022 -
President, 2019-2021 - Vice President, 2021-2023 - State & National Rep, 2021-2023 Southern California
Mothers of Multiples Clubs, Inc, Non -Profit - Scholarship Committee, 2019-2020 - Workshop Chairman,
2021 - Recording Secretary, 2021-2022 - Nominating Committee, 2022-2023 Helen Hunt Jackson PTA,
Non -Profit -Ways & Means Chair, 2022-2023
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I have resided in the city of Temecula since the beginning of 2017. By late 2017 1 was actively using many
of the community services offered to residents of Temecula. Since then I have frequently visited parks,
used programs at the community center for my kids and enjoyed the many events the city puts on. In
2022 alone I have attended nearly every event put on by the city with my family. I absolutely love the
community feeling I get at these events, and I'm so glad I get to raise my kids in Temecula, from birth until
they go off to college. I feel like I'm qualified for this position because of the fact that I have a young family
who utilizes many community services, and I've built extensive friendships with others in similar positions
throughout Temecula. I will fight to bring more services to underserved parts of our community, like
Districts 1 and 4.
Value Statement
Ashley N Matics
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As a mom of young kids living in this community I will bring a unique voice that the commission currently
lacks. I will seek advice from those who have been on the commission for several terms and make
choices that serve all residents of the community. I will consider any agenda items put before the
commission with great care and research to make sure it's the best thing for our community.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Agnes Orth, Janet Pike, janet.pike@lowes.com
Katie Hensley,
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Ashley N Matics
Question applies to multiple boards
Community Services_ Letters_ of Recommendation _for _Ashley Matics.pdf
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Ashley N Matics
To Whom it may Concern,
I would like to send a letter of recommendation for Ashley Matics for the Temecula
Community Services Commission. I have worked alongside Ashley on the Executive
Board of the Temecula Valley Mothers of Multiples for the last 4 years. In every position
Ashley has held -whether it was President, Vice President, Membership, and so on- she
has modeled exemplary skills in many areas. Her thoroughness, time management,
task prioritization, and execution are above the board and she set a high standard for
the rest of the board members. She is naturally a go getter and eager volunteer, not
only in our club but in the community as a whole. TVMOM planned a weekend long
Southern California convention last Fall (2021) and Ashley was at the forefront of all the
planned activities. Her leadership led to a very successful weekend in which a
substantial amount of money was raised for philanthropic purposes in our local
community. The convention wouldn't have been as successful without her. Some of the
positions she has held in the recent years are:
-Editor, 2018-2019
- Membership Chair, 2019-2022
- President, 2019-2021
- Vice President, 2021-2023
- State & National Rep, 2021-2023
With full confidence, I would like to recommend Ashley Matics for all she offers to the
community of Temecula. She would be a tremendous asset to our town, just as she has
been in every role she has held previously.
Thank you for your time.
Sincerely,
Katie Hensley
Temecula Valley Mothers of Multiples
President 2022
To whom it may concern,
My name is Justine and I am proud to offer my recommendation of Ashley Matics, to whom I
have personally known for three years as my friend and fellow board member of Temecula
Valley Mothers of Multiples.
During my relationship with Ashley, I have experienced an individual who shows up earlier than
asked, works hard, and carries themselves in a polite and respectful manner. In addition, Ashley
is a family person who has always presented themselves with a levelheadedness and kind
demeanor.
I have 2 sets of twins and during particular rough morning, I reached out to my club for help and
support. Among the members that out poured so much love and support during my time of need.
Ashley was the one that came to my home and helped me with my children so I could have some
time to myself. Taking her triplets and my four boys on a walk so this tired mother could
shower. I will never forget that.
Ashley will be a great addition to any team, please do not hesitate to contact me if you should
require any further information
Justine Wakim
9/26/2022
To
City of Temecula Boards
and Commissions To Whom It May Concern:
41000 Main St
Temecula, CA 92590
It is my pleasure to recommend Ashley Matics for a position on the Temecula
Community Services Commission.
I have personally known Ashley since 2017 when she joined the Temecula Valley
Mothers of Multiples (TVMoM), a local 501(c)(3) service club with a forty year history.
Ashley quickly became involved with the club, attending and hosting meetings and
supporting the board. Ashley's first elected position with TVMoM was Editor of our
monthly newsletter. She consistently put out a quality newsletter, writing her own
articles and coordinating submissions from other members. Ashley was excellent
at staying on top of the deliverables in this role and taking the lead to keep other
members on schedule.
Ashley continued to demonstrate her skillset for project management in subsequent
roles including Membership Chair, Vice President and President. Expanding beyond
our local club, Ashley became involved with the regional organization Southern
California Mothers of Multiples Clubs (SCMOMC) where she was elected to the
position of State and National representative. In this position she ensures that the
voice of SCMOMC and its member clubs are represented at meetings with other
clubs in the state and with the national organization Multiples of America.
have been consistently impressed with Ashley's dedication, productivity and quality
of output. With those qualities combined with her passion and commitment to the
betterment of our community I am positive that if given the chance Ashley will
quickly become an integral member of the Community Services Commission and
make the best decisions for the City of Temecula.
Thank you for your consideration,
U
AgnrOrftt
September 23, 2022
To Whom It May Concern,
I am writing this letter in regards to Ashley Matics. I have been on the board of a not -for -profit
organization with her for the past 4.5 years. The skills and energy she brings to anything she does is
outstanding. She has always been dedicated to helping people and brings a positive attitude to any and
all tasks she commits to. Ashley is reliable and meets deadlines and helps out whenever we needed. She
has always stepped up to help me complete tasks like a true team member.
Personally, I love how she has no fear in tackling problems and projects that most people would never
do. Her personality shines out in everything she does. She has proven to be a huge asset in our
organization as well as in my life. She is always willing to lend a hand when needed. When our
organization was struggling to stay afloat, she stepped in and took over as President to keep it going.
She has held numerous positions for the Temecula Mothers of Multiples as well as for the Southern
California Mothers of Multiples. She has proven that there isn't anything she can't handle.
Thank you for your time.
Sipeefely,
WRn elson Dodd
Treasurer of Temecula Valley Mother of Multiples
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 25, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Tammy _ Meyer
First Name Middle Initial Last Name
Home Address Suite or Apt
TEMECULA CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Master of Arts in Education: Elementary Education; Bachelor of Arts in Home Economics: Child
Development and Family Studies. Family Day Care License through the State of California: Meyer Family
Child Care. Temecula Business License: Meyer Family Child Care.
Tammy Meyer
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Self Employed: DBA The Child Centered Home emecula CA 92592 for 11
years. (see resume)
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
No previous experience
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Temecula Little League Team Mom - current, Temecula Campaign Action Group, Member, 3 years.
Temecula Moms Demand Action For Gun Sense in America, Events Lead, 3 years. Temecula Middle
School Choir Booster, Member 2 years. Secretary 1 year. Temecula Valley Players Board Member, Social
Media/Website Chair, 4 years. Abby Reinke PTA, 1 year, Parent Night Co -Chair
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I have been a working mom in Temecula for over 15 years. I moved to Temecula with my husband to give
our first child a safe and engaging community to grow up in. Because of our work and commuting
schedules we were limited to participating in activities and events that occurred in the evenings or on
weekends. We made that work and enjoyed the classes and events that were available to us. Our second
child came along in 2010, and not long after that I started my own home business so I could be home with
my children while continuing to work in the field I loved. Taking the commuting issue out of my schedule
freed me up to participate in more aspects of our city. I have volunteered for several organizations over
the years including the PTA, Temecula Valley Players, and Temecula Moms Demand Action for Gun
Sense in America. I have attended many City Council, TVUSD School Board, and REDI Commission
meetings. I have attended city events like the Street Painting Festival, the 4th of July Star Spangled
Parade, 4th of July Family Fun and Fireworks, Art Off the Walls, and the Tree Lighting Ceremony at the
Duck Pond. I have participated in Santa's Electric Light Parade a few times with my child's Girl Scout
Troop and also with Temecula Moms Demand Action (TMDA). I'm proud to say TMDA got the 2nd Place
Award for marchers in 2018. 1 also ran a booth for TMDA at the Health and Community Resource Fair in
2019 to educate the community about gun safety. I participated in Reality Rally a few times. I helped
Temecula Valley Players manage stations for a couple years, and then I participated on a team in 2019.
Because of my years of involvement with Temecula Valley Players, I would have to say the community
theater is the nearest and dearest Temecula amenity to my heart. I have made many good friends and
memories through the community theater. All in all I have tried to stay socially active in the City of
Temecula and enjoy the benefits of living in such a great community. My wish to serve on the Community
Service Commission is to be an advocate for working parents and to implement engaging programs and
activities that benefit the diverse population that Temecula has become.
Tammy Meyer
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Equity, diversity, and inclusion are core values for me. I have been a preschool teacher for over 25 years,
and I have always taught the children in my care to be kind, fair, and honest. I want to live in an inclusive
society free of racism, xenophobia, anti-LGBTQIA sentiment, misogyny, and antisemitism. If selected for
this commission, I would work to create a safe space for all residents, especially the LGBTQIA residents. I
believe we can change hearts and minds through dialogue and understanding. We are all human no
matter what we look like, where we come from, who we love, our educational background, and our
socioeconomic status, and I believe that if we all get to know each others' stories we can make the
community better and stronger.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
*Kathy Sizemore, Current Community Services Commissionare,
*Cindy Bustos, Founder of Temecula Moms Demand Action,
*Arch Aitcheson, Temeku Hills Resident
*Terri Miller Schmidt, VP of Production for Temecula Valley Players_
*Angela Burch, Photographer Jessabug Photography & Kitchen
and Bath Designer
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Tammy Meyer
Attachments
Question applies to multiple boards
Tammy Meyer_Resume.pdf
Resume - If you wish to attach a resume. please do so
here.
Question applies to multiple boards
AllisonLetterofRecCSC2022.pdf
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
copyoflicense.pdf
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
V I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Tammy Meyer
TAMMY MEYER
emecula, CA 92592
Home/Work: Cell:
Email
Website: www.childcenteredhome.com
Nature Explore Page: https://certified.natureexplore.org/child-centered-home/
Career To use my education and experience in the field of early childhood education and child development to enrich
Objective: the lives of children, families, and teachers.
Education: California State University, Long Beach (CSULB)
Master of Arts in Education:
Elementary Education (emphasis early childhood education) May 27, 2005
Bachelor of Arts in Home Economics:
Child Development and Family Studies December 22,1997
College Mt. San Jacinto College - Child Development and Education Instructor Fall 2007-Fall 2009
Teaching CDE 111 Child Health, Safety, and Nutrition
Experience: CDE 115 Math and Science for Early Childhood Education
CDE 119 Infant/Toddler Growth and Development
CDE 126 Administration and Supervision of Early Childhood Education Programs I
CDE 128 Administration and Supervision of Early Childhood Education Programs II
CDE 201H Large Group Experiences
CSULB Extension - Child Development Instructor Spring 2005
FCS 215- Environments for Infants and Toddlers
Relevant The Child Centered Home (Meyer Family Child Care) - Owner/Teacher 2011-Present
Work
Experience: Solely responsible for running a licensed family child care program including:
■ Successful completion of the process of licensing a child care facility
through the State of California
■ Nature Explore Certification since 2017
■ USDA Child and Adult Care Food Program participant
■ Design and maintenance of business website and domain name
■ Parent marketing (i.e. advertising, outreach, promotional materials, tours)
■ Curriculum development/execution and planning of educational environment (3rd teacher)
■ Development of parent partnership through open communication
■ Created health and safety protocols pre and post COVID-19
Bright Horizons Family Solutions Q UTC - Director 2009-2011
■ Oversaw the daily operations for an NAEYC accredited child care center
■ Supervised and evaluated the performance and development of center staff
■ Interviewed and hired appropriate applicants for positions within the center
French Valley University - Director 2009
■ Managed a full service community child development program for children 18
months to 5 years of age
■ Executed a program for young children that focused on emergent curriculum
■ Supervised and evaluated the performance of center faculty
■ Built trusting relationships with parents and families, and educated them on developmentally
appropriate practices
Continue to page 2
Continued from page 1
Bright Horizons Family Solutions/Cox Communication CDC - Director 2006-2009
■ Oversaw the daily operations for a NAEYC accredited infant/toddler and preschool program
■ Developed the center budget and monitored monthly profit/loss reports and general ledger
■ Collected and processed fees and tuitions payments, including payments from tuition subsidy
programs for low income families
■ Maintained cooperative relationship and communicated regularly with the corporate sponsor
■ Screened, interviewed, and hired teachers in collaboration with the teaching team and parent
leaders
Bright Horizons Family Solutions/ChildrenFirst Inc. - Director 2002-2006
■ Supervised the implementation of an NAEYC accredited back-up child care program serving
families with children between the ages of 3 months and 12 years
■ Established and maintained a strong team of early childhood educators
■ Controlled the annual child care center budget, including salaries and material acquisitions
■ Acted as a liaison between center faculty, families, client sponsors, and corporate headquarters
■ Recruited faculty through outreach with local community colleges and universities
ChildrenFirst Inc. - Lead Teacher
2000-2002
■ Oversaw all aspects of curriculum development and implementation
■ Planned and implemented workshops for teachers and parents
■ Successfully participated in NAEYC Accreditation process
■ Responsible for the tracking and maintenance of all health and safety related issues
■ Assumed the role of supervisor in the absence of the director
ChildrenFirst Inc. - Teacher
1999-2000
■ Provided developmentally appropriate learning experiences for children between
the ages of three months and twelve years
■ Assisted in the evaluation of the center program
■ Oversaw substitute teachers, interns, and volunteers in their assigned classrooms
■ Participated in the set up and opening of a brand new child care facility
Bright Horizons Family Solutions - Teacher
1998-1999
■ Responsible for the primary care and nurturing of assigned group of children
■ Communicated with parents on the progress and well being of their child through
verbal interaction, day sheets, portfolios, video documentation, and parent conferences
■ Worked with teaching team to provide continuity of care
CSULB: Child and Family Center (Lab School) - Head Teacher 1997-1998
■ Mentored child development students enrolled in fieldwork, internship, and/or directed studies
classes
■ Coordinated the curriculum of the program to ensure consistency and diversity
■ Served as a liaison between the morning and afternoon teaching staff
■ Participated in staff meetings to discuss the goals and results of the program
Presentations: Success By 6 Star -Quality Rating System and Orange County United Way
Workshop for Star Quality centers
Topic - Effective Transitions
Services for Early Education and Development (SEED) &
Orange County Association for the Education of Young Children (OCAEYC)
Annual Fall Collaborative Conference
Topic - Respectful Interactions with Infants and Toddlers
Continue to page 3
Continued from page 2
Trainings: CPR, First Aid and Health & Safety Certification
West Ed - Program for Infant/Toddler Caregivers (PITC) Module I & II
Resources for Infant Educarers (RIE) I Certification
Affiliations: National Association of Early Childhood Teacher Educators
Association for Supervision and Curriculum Development
North American Association for Environmental Education/Natural Start Alliance
North American Reggio Emilia Alliance (NAREA)
Nature Explore Certified Program
National Association for Family Child Care
National Association for the Education of Young Children (NAEYC)
California Association for the Education of Young Children (CAAEYC)
Orange County Association for the Education of Young Children (OCAEYC)
■ Newsletter and Website Chair
March of Dimes
■ Walk America Team Leader
THINK Together
■ Volunteer/mentor helping school -aged children with their homework after school
Honors: Pi Lambda Theta - Honor Society
Kappa Omicron Nu - Honor Society
ChildrenFirst Inc. - Excellence in Teaching Award
Skills: Microsoft Word, Excel, Power Point, Publisher
Letters of Recommendation Available Upon Request
September 25, 2022
Letter of Recommendation for Tammy Meyer to be appointed to the Community
Services Commission
Dear City Council Members:
I am honored to write a letter of recommendation for Tammy Meyer as a Community
Services Commissioner. My husband and I have lived in Temecula for 24 years and
raised our two sons here. I am a Licensed Clinical Social Worker and currently a Deputy
Director with Riverside County Department of Public Social Services, where I have
worked for 23 years.
I have known Tammy Meyer for over four years and can confidently say she is a person
of impeccable character. Mrs. Meyer is an excellent candidate for the Community
Services Commission as she has worked faithfully to better our community. Tammy has
long been an advocate for parents and families and all of our diverse residents. She is a
business owner; operating her home -based childcare business for over 11 years.
Tammy and I have worked together on many projects including our local Temecula
Moms Demand Action group where we have coordinated tabling at events, rallies, and
postcard parties. Tammy is very organized and detail -oriented while also seeing the big
picture and staying focused on long-term outcomes. Tammy has a particular knack for
outreach and communication which would benefit her greatly as a Commissioner.
Tammy and her family have lived in this beautiful community for over 15 years and her
children have benefitted from our top ranked public schools. Tammy is the mom of an
LGBTQIA child and has a passion to ensure Temecula is an inclusive, welcoming
environment for all. She has been an active participant in our community and has
formed relationships with many people who care about the well-being of Temecula.
I recommend Mrs. Tammy Meyer for the Community Services Commission without
hesitation. Should you have any questions, please feel free to contact me at -
Sincerely,
Allison Donahoe -Beggs, LCSW
Temecula, CA 92592
State of California
Department of Social Services
Facility Number: 334840644
Effective Date: 01/2812011 Total Capacity: 8
In accordance with applicable provisions of the Health and Safety Code of California, and its rules
and regulations; the Department of Social Services hereby issues
this License to
MEYER, TAMMY
to operate and maintain a
FAMILY DAY CARE HOME
Name of Facility
MEYER FAMILY CHILD CARE
TEMECULA, CA 92592
This License is not transferable and is granted solely upon the following:
MAX. CAP: 6 - NO MORE THAN 3 INFANTS OR 4 INFANTS ONLY. CAP 8 - NO MORE THAN 2
INFANTS, 1 CHILD IN KINDERGARTEN OR ELEMENTARY SCHOOL AND 1 CHILD AT LEAST
AGE 6.
Client Groups Served:
CHILDREN 1 INFANT
Complaints regarding services provided in this facility should be directed to:
INLAND EMPIRE CHILD
Jeffrey Hiratsuka
Deputy Director,
Community Care Licensing Division
(951)782-4200
Authorized RepresentativeofLicensing Agency
Uc203A03W)FAS POST IN A PROMINENT PLACE cu-TA018b
Print Date 01/3112011
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 13, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Henry _
First Name Middle Initial
Home Address
Temecula
City
Miller
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 5
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
I have a certificate in Special District Administration. Two certificates in Leadership. AA in Business
Administration. BS in Public Administration.
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
I have been retired for the last 6 years.
Henry Miller
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Volunteer with Riverside County Parks Department, 1973-1982. Commissioner, Boy Scouts of America,
1985-1992. Parks and Recreation Commission, 1992-1993, City of Temecula. Community Service
Commission, 1993-2000, City of Temecula. Trustee, Temecula Public Cemetery District, 2001-2016,
County of Riverside.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
I served in this Boy Scouts, as a Scout and Commissioner for a period of Twelve years. I have served
Twenty Five years with The Springs Community Church. I have been a member of the San Diego
Zoological Society since 1973. 1 have been a member of chapter 28 of the DAV since 1988.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I wish to serve my city because I believe in building, improving ,and maintaining community, preserving a
good quality of life. I have served for over 45 years to my County, Country, and my City. I have experience
in the activities of the Commission, its role to the Council, and to the Community. I'm available.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I too believe in these principles. We need to include all citizens in the programs and projects. Encourage
diversity through unity in the quality of life based programs and projects the City Council invested in. With
these principles we will build equity for the lives of our citizens and business owners in our City. In 1997 1
signed a pledge to uphold such principles.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Henry Jachob Miller, Son, Henry Perez, logistics worker, Richard
Sigmund, retired military,
Self -Selection Options
Henry Miller
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Henry Miller
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Christian Pedersen
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Master of Public Policy, Pepperdine University: (2014) Specialization: State and Local Politics,
International Relations Bachelor of Arts: Political Science, California State University San Marcos (2010)
Bachelor of Arts: Mass Media Communication, California State University San Marcos (2010) Panetta
Institute for Public Policy, California State University Monterrey (2009) Policy Fellow: Selected as 1 of 25
students nationwide for participation nonpartisan program to leadership development, national security,
intelligence collection, the legislative process, and crisis management, Research Thesis: The State of
Cyber-Security in the United States: Recommendations for Congress and the President
Christian Pedersen
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See attached Resume for Relative Work Expereince
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Not currently
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Board Member, Valley Resource Center Non -Profit (2016-2019) Alumni Advisory Board Member: Sigma
Chi Fraternity: Mu Beta Chapter (CSUSM) 2015 - Present Alumni Advisory Board Sigma Chi Fraternity:
Delta Xi Chapter (SDSU) 2016 - Present Board Member: Pepperdine SPP Alumni Committee: 2014 -
2018, 2022 - Present
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I first became interested in public service as a High Schooler here in Temecula. I served on the Temecula
Teen Council at the Community Recreation Center, where I worked to plan youth -related attractions and
events for Temecula Residents. When my A.P. Government teacher asked me to attend the City's
Participation in Government Day, I did so. I became fascinated observing the workings of local
government, which inspired me to study political science in college and, more specifically, the workings of
local government in Graduate School. As a consultant with Ascendance Strategies, I have worked with
several municipalities across the county, helping cities improve their communication, responsiveness, and
effectiveness. Now that I have returned to Temecula, I hope to combine my education, service history,
and experience by serving the City of Temecula. There are not many places quite like Temecula, and I
hope that with my service, the City of Temecula can continue to be a shining example of what life in
Southern California can be.
Value Statement
Christian Pedersen
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
When asked why the American Colonies needed their independence, Benjamin Franklin answered we
have become a new people, we need a new nation." Diversity is deeply rooted in our American tradition.
The melting pot of people and ideas has perpetually redefined the American experience. I attended a
university that prided itself on promoting diversity. As a member of the Orientation Team and Chairman of
the Associated Students Board of Directors, my job was to include and engaging students of all
perspectives and experiences. As a small business owner, I understand the value of different experiences
and beliefs. I have learned that the best ideas, are ideas which have been challenges and tested.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Michael Payne: Managing Partner: Arthur Pham, Director of
Finance: John C Hall: Student Affairs: JcHall@csusm.edu, Jace Getskow:
Los Angeles County Sheriff
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question PEDERg ie to multiple boards
_City of Temecula.doc
Resume - If you wish to attach a resume, please do so
here.
Christian Pedersen
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
rJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Christian Pedersen
CHRISTIAN PEDERSEN
SUMMARY
Five years of experience lobbying elected officials in Southern California on behalf of students at Cal State San Marcos.
Four years of legislative experience working on legislative analysis and public outreach for California elected officials.
Eight years of experience in public policy and geo-political analysis.
EDUCATION
Masters of Public Policy, Specialization: International Relations, State and Local Government April 2014
Pepperdine University — Malibu, CA
Awarded Dean's Fellowship and Academic Scholarship
Bachelor of Arts in Political Science, Magna cum Laude May 2010
Bachelor of Arts in Mass Media, Magna cum Laude May 2010
California State University San Marcos (CSUSM) — San Marcos, CA
• Graduating Senior of the Year, CSUSM Cougar Wall of Fame, 2010
• Political Science Department Outstanding Graduate, 2010
• President Scholarship recipient and Ambassador for the University, 2005 — 2010
• Lifetime member of Alpha Delta Lambda, Pi Sigma Alpha, Golden Key International Honor Societies
Leon and Silvia Panetta Institute of Public Policy Fall 2009
• Selected as 1 of 25 fellows nationwide to study with the Panetta Institute of Public Policy in Washington, D.C, a nonpartisan
program committed to leadership development, political compromise, policy analysis, and public engagement.
• Research Thesis: Cybersecurity policy recommendations for Congress and the President
RELEVANT POLICY EXPERIENCE
Ascendance Strategies, Managing Partner 2014 to Present
• Analyze geopolitical events, and provide predictive analysis on potential events and economic consequences
for clients.
• Analyze geopolitical events and provide predictive analysis on potential international, political, security, and economic
consequences for clients.
Produce threat assessments for customers traveling internationally and bringing business assets into foreign
markets.
• Design custom security strategies for clients traveling to remote or hostile environments.
• Developed and implemented the Department of Treasury Emergency Rental Assistance Program for the City of
Jacksonville, Florida, and Berkeley County, South Carolina.
• Evaluate emergency contingency plans to respond to natural disasters, physical attacks, data breaches, and
hacks.
• Provide crisis management and coordinate support assets internationally.
• Create strategic communication plans to develop effective and targeted messages.
• Innovate security protocols and SOPS to improve perimeter security, physical asset protection, and cybersecurity for high -
risk targets and international operations.
• Create white papers for clients analyzing: militant groups, transnational crime, terrorist groups, nuclear security, global
energy markets, cybersecurity, border disputes, and international agreements.
• Monitor open source and commercial threat intelligence for emerging threats.
California State Assembly, Senior Intern 2013 to 2015
• Supervised office interns and assigned weekly community correspondence goals and outreach goals.
• Managed social media and the Assembly Member's online presence and created and edited the monthly
district newsletter.
• Researched proposed legislation and assessed and compiled recommendations for legislative staff and
Assembly members.
• Wrote public policy briefs for the office staff and drafted op-ed articles on behalf of the Assembly Member.
• Presented legislative updates to community stakeholders, local government, and business partners.
• Created the first District Office Internship program and recruited and trained a team of 15 office interns.
Page 11
Chris Pedersen -I I
United States Congress, Public Engagement Specialist Intern 2013 to 2015
• Managed Satellite Office, oversaw constituent correspondence, and processed official legislative requests.
• Created constituent files and tracked constituent casework with Internet Quorum software.
• Researched and drafted briefings for congressmen and wrote reports on local issues and political
developments.
• Assessed fiscal impact reports, analyzed legislation, researched legislative history, and created
recommendations for staff.
• Planned and organized town hall meetings with the Congressman and other elected dignitaries.
Operated Congressional outreach booths at community events, represent the Congressman and communicated policies with
constituents.
• Developed partnerships with government agencies, Members of Congress, and foreign dignitaries on behalf of office.
United States Congress, Legislative Research Analyst Intern 2012 to 2014
• Managed the reception lobby and welcomed visitors and initiated processing of federal casework and investigations.
• Documented, complied, and analyzed constituent concerns; drafted political responses on behalf of Congressman.
• Formatted new templates for Congressional proclamations, letters, and certificates.
• Developed system to monitor district outreach, doubling the speed and scope of communication efforts.
• Tracked legislation, monitored progress through congressional committees, and briefed staff on developments.
Pepperdine University, Political Science Department Teaching Assistant 2013
• Taught introductory Political Science 100 course to freshman students covering topics such as: United States
Constitution, separation of powers, campaigns and elections, California State politics, trends and political polling.
• Prepared eight review sessions a semester, prepping groups of 30 to 40 students for the class examinations.
California State Senate, Field Representative Intern 2012 to 2013
• Represented Senator in meetings throughout the district with local government, businesses, and interest
groups.
• Managed constituent relations, tracked legislative developments, and created fiscal impact reports.
• Attended zoning, planning, and development meetings with local government, and reprted developments to
staff.
• Drafted daily constituent correspondences and created Senate legislative proclamations.
• Presented legislative reports to constituent and community groups at the Senator's request.
• Coordinated and executed networking events with community members and district organizations.
• Presented legislative updates, Senate Awards, and certificates at public events.
United States Congress, Panetta Fellow Capitol Hill 2009
• Managed constitution response and compiled district opinions on selected political issues.
• Attended policy briefings in the House of Representatives and drafted legislative summaries for the
Representative.
• Maintained the official legislative record and aided the Representative in legislative hearings.
• Researched legislation at the request of constituents, and coordinated services between government agencies.
• Assisted the Congressman with three Tele-Town Hall meetings by screening phone calls and researching
legislation.
• Conducted tours of the House of Representatives, Capitol Hill, and the Library of Congress for diplomats and
special guests of the Congressional Office.
• Researched pending legislation, tracked legislation through committees, and summarized developments.
RELATIVE LEADERSHIP EXPERIENCE
International City/ County Managers Association (ICMA), Secretary 2013 to 2014
• Organized service projects with City Official's and presentations from professional working in local government.
• Co-founded the Pepperdine University Chapter of ICMA, drafted the chapter bylaws and the governing constitution.
Network Colleagues, Vice -President, Alumni Advisor 2008 to 2012
• Piloted the first annual campus wide networking event of 400 students, alumni, faculty, and local businesses participants.
• Founded the student organization, wrote the organizational constitution and filed organizational documents.
• Advised the student executive board and presented on professionalism and networking.
Page 12
CHRISTIAN PEDERSEN
Student Ambassador for the University 2005 to 2010
• Assisted with University fundraising efforts as the featured student speaker at the yearly "President's Circle Dinner" for donors.
• Consulted with President Haynes and departmental Deans each semester to discuss the impact of changing University policies on
the student body, and acted as emissary for the University within local community, served on University master planning team.
• Nominated to speak at the "Leadership Awards Night" on three separate occasions.
• Spoke at the annual "New Student Convocation" to welcome incoming students to the University and promote University values
of leadership and involvement.
CSUSM ASI Lobby Corps, Outreach Specialist 2005 to 2009
• Arranged voter information and education events across campus to inform students of candidates and ballot initiatives.
• Lobbied three State and two Federal Representatives on behalf of the Cal State University student body.
Orientation Team, Campus Orientation Leader Fall 2005 to Fall 2009
• Supervised teams of student volunteers, registered students for classes, and created individualized graduation plans.
Facilitated workshops to teach: cultural sensitivity, safe -zone counseling, multi -cultural programming, tour guiding, class
registration, teamwork, communication, and academic advising to team members.
Page 13
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Deborah
First Name Middle Initial
Home Address
Temecula
City
Skaggs
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 1
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Community Services Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
High school graduate, some college, specialty college - chiropractic assistant college, continuing
education courses for chiropractic assistant.
Deborah Skaggs
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Worked with a doc in the valley here for 25 and a half years. I was let go for not getting the vaccine. If this
position requires masks and/or vaccine proof then I won't be eligible.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Always involved with service... nothing necessarily "organized". I serve others by doing random acts of
service for them.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I'm involved in "city based" events by virtue of service I do with the church organized projects that we do
as well as the service projects/events GOHS does. I'm in there getting my hands "dirty" along side my
husband.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I may be the odd one out and I may not be "politically correct" here but I don't exclude anyone from
anything. So, I'm not sure what "other way" there is but to include everyone. I put on a Ladies Christmas
Social every year in my home (this is year 15!!) and there are all walks of life invited and attend. I don't
discriminate for any reason. I apply equity, diversity and inclusion in my own personal life so nothing will
change if I'm appointed to the Board.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Don Skaggs/spouse - dskaggs@tvusd.us Liz Baker/friend - Shannon Johnson/friend -
Deborah Skaggs
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
V I Agree
Deborah Skaggs
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Deborah Skaggs
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 16, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Robert _ Bender
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Robert Bender
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
N/A
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
N/A
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I wish to serve on this commission in order to become a better ambassador of this city. I've always wanted
to be involved in my community and have come to love this city so this makes the most sense to help
grow the potential I see within our city limits. I did run for this position in 2021 and have join the Chamber
of Commerce to gain more exposure to the people in the community in order to gather a better
understanding of what they are looking for. I feel this will provide a solid understanding of what the
community needs as decisions are made within the future planning of the public sector in Temecula.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I understand different people value different things. If appointed, I would be focused around the vision of
the community and the principles that create an environment where equity, diversity and inclusion is
inherently built into the fabric of future planning.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Jonathan Ingram, Murrieta City, Ryan Garcia, Regional
Manager, ryan.garcia@usbank.com Len Berg, Adidas Golf,
len.berg@adidas.com
Self -Selection Options
Robert Bender
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume- 2021.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Robert Bender
Bobby Bender
Temecula CA. 92592
Established Skills
➢ Team Leader --Great work ethic --Excellent communication skills --Resilient interpersonal relations --Prompt
learner --Active listener --Problem solver--Multi-tasking skills --Superb customer service
➢ Pershing LLC, Envestnet, Money Guide Pro, Morningstar Analytics, Microsoft Excel,
Experience
Wells Fargo Advisors
Associate Vice President— Investments Oct. 2020 — Present
➢ Accepted a position with the Private Client Group within Wells Fargo Advisors October 2020
➢ Transition my client base as efficiently as possible, moving roughly $50MM
➢ Design client portfolios that were built on Technical and Fundamental research while at previous firm
➢ Daily management of risk analytics and derivative markets to implement within portfolios
US Bancorp Investments
Wealth Management Advisor Sept. 2017-Oct. 2020
➢ 2019 Legends of Possible Award Winner
Intemal/External partnership development across branches, business line partners and external partners
➢ Utilize Econometrics background to design and implement investment strategies based on analytics
measurements
➢ Prepare and Conduct quarterly/annual due diligence reviews for clients
➢ Constant public market research, both credit and capital
➢ Technical and fundamental research into individual securities and managed portfolios to suit client
objectives
Developed understanding of quantitative analysis
)�- Partnership development with Private Wealth PMs and teams
Bank of the West
Wealth Financial Advisor
Nov. 2014-Sept. 2017
➢ Developed internal partnerships with branch members and business line partners
➢ Created and implemented investment strategies and financial planning
A Managed various retail and retirement assets as well as institutional 401k assets
➢ Guest speaker at 3 Annual Conferences
➢ Grew Wealth Group as a region from outside the top ten to number 1 since Q3 2016.
A Finished 2016 as #3 Advisor in Bank of the West
Waddell & Reed Financial Advisors
Investment Advisor Representative
➢ Held financial seminars to generate leads
➢ Conducted in-depth client reviews of current circumstances and future goals
Created and Implemented investment strategies for clients with various networth's
Education/Internship
Cal State San Marcos University
➢ B.A. in Economics with a focus in Econometrics
➢ OTC Investor Source Internship
Licenses
➢ Series 7, Series 63, Series 65
Accredited Investment Fiduciary AIF®
A Colorado Life & Health Insurance
➢ Licensed in CA, CO, MI, OR & IL
June 2013-Nov.2014
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 11, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Ryan _ Bradley
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Ryan Bradley
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
See Resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
See Resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I believe it's imperative we give back to our communities in whatever capacity we can. We after all can be
part of the solution or part of the problem. I choose to impact my communities by serving as an HOA
president, sitting on a healthcare policy board and volunteering in leadership positions at San Diego
LGBTQ Pride. I review all the planning commission reports, interact with our council -members and I'm not
ready to be part of what makes our community great -civic engagement.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Absolutely. Diversity is what makes this country and our town great and it's imperative we remain a
community that is accepting of all its residents. As a potential board member I would make sure to
represent the diverse views of our community to the best of my abilities.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Tracy Tellefson, VP of Network, Alignment Health Plan, , Steven Hull,
Consultant, Infor, Michele Ivey, Sales Director, Aetna,
Self -Selection Options
Ryan Bradley
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Ryan Bradley Updated_ Resume_2022.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Ryan Bradley
San Diego, CA -
• Linkedln
HEAD OF SALES & DISTRIBUTION
Growth Strategist I Revenue Generation I Sales Cycle Management
Insight -driven, multi -faceted, goal -oriented professional with a proven track record of
successfully generating strategic pipelines of brand -loyal customers, shaping top -tier teams of client -
facing associates, cultivating high -touch relationships with healthcare industry clients, and identifying
tactical opportunities to drive sales and penetrate new markets.
✓ Proficient in consultative sales, business development, account management, lead generation,
pipeline management, product development, and negotiations.
✓ Leads with drive and purpose, aligns teams toward common goals and tactical objectives
using a top -down servant leadership approach. Continually challenges and inspires team
members to meet or exceed their professional potential.
✓ Time -tested strategist, growth catalyst, and sales closer; employs a solution -based,
value-added, and consultative approach to identify pain points, anticipate client objections,
overcome customer hesitancy, and effectively differentiate corporate products vis-a-vis the
competition.
..........................................................................................................................................................................................................................................................................................................................................
Strategic Planning &
Execution _ Relationship & Partnership
Client Acquisition & = Building _ Up -Selling & Cross -Selling
Retention _ Cross -Functional Collaboration Marketing & Business
Sales Pipeline Management Analytical Problem Solver _ Development
Account Management & Top -Tier Communicator & _ New Market Penetration
Growth = Negotiator Healthcare Industry Expertise
Product Development & = Product Commercialization & Team Leadership & Development
Ownership _ Launch
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, .............................a
2008 to Present • AETNA INC. • San Diego, CA
Managed healthcare company that sells traditional and consumer directed insurance and related services. Acquired by
CVS Health in 2018.
Head of Sales & Distribution (2017 to Present)
Own the full sales cycle for a suite of products within Aetna's portfolio of healthcare product, plans, and
services; drive the successful marketing, distribution, commercialization, and launch of key healthcare and
insurance programs to maximize product adoption, shape a differentiated customer experience, and
achieve established revenue and KPI goals.
Core Contributions:
• Partnered across legal, regulatory affairs, finance, and operations teams to develop, launch, and
manage the Attain program, an innovative, smartwatch-based member engagement program
designed to inspire physical activity and reduce overall claims.
• Piloted the Attain program with 500K+ national consumers; successfully scaled to 2.5 million medical
members within 12 months of product launch.
• Achieved 150+ plan sponsor purchases over a 24-month period across all geographic regions and
target market segments.
• Owned, managed, and launched Aetna's AFA (Aetna Funding Advantage) Small Group watch program
across 34 states; scaled to 40K+ watches in under 12 months.
• Designed integrated sales tracking, management, and enrollment processes to scale operations and
accelerate progress toward growth objectives.
• Created new metrics to evaluate product performance, identify gaps, and capitalize on improvement
opportunities.
• Established new compensation and field tools to support rapidly expanding product sales.
• Built mentor-mentee relationships with individual talent; trained in account management best
practices.
• Scaled Attain program members from 130 in 2020 to 250+ in 2021.
• Established and managed the full customer service experience to support Attain's launch in 2019;
mapped the customer journey, sourced a pre- and post -enrollment vendor, optimized all customer
touchpoints, created customer -oriented teams and policies, and employed an educational and
partnership -based approach to resolve concerns and deliver a seamless customer experience.
Relationship Manager (2015 to 2017)
Sales Executive (2008 to 2015)
Cultivated and nurtured high -touch relationships with key brokers, agencies, and business partners to
promote a portfolio of insurance products (Individual Voluntary, Medicare, and Small Group) across the San
Diego, Inland Empire, Orange County, and Los Angeles markets. Managed and developed assigned
territory to achieve established revenue and margin goals.
Core Contributions:
• Drove the commercially successful launch of Aetna's AARP
Essential Premier Health Insurance portfolio; scaled into the
highest performing market in the country by identifying best -fit '
agents, training them into top producers, communicatingEEMS
"-
product benefits and differentiating factors, and providing _ 'S
continuous product education.
• Launched and managed Aetna's 2"d major Accountable Care
Organization (ACO), a partnership between Aetna's health plan
and PrimeCare's network of providers, to raise awareness of the
PrimeCare product line.
• Delivered group presentations to promote Aetna products to the Medicare direct -to -consumer market;
conducted beneficiary home visits and presented at CMS filed sales meetings, among others.
• Achieved up to 140% of Individual Voluntary quota and 150% of Medicare quota over tenure.
• Recognized with the 'Top Sales Executive' status for 2013 in the Employer Group category.
• Ranked within the Top 5 in the Employer Group category for 2014.
• Recognized as 'Top Relationship Manager' in State for exceeding 2015 metrics.
• Cultivated a 360-degree overview of the industry, including: growth drivers, regulatory environments,
product commercialization, and go -to -market strategies.
2006 to 2008 • REPP-GARTNER INSURANCE INC. • San Diego, CA
Insurance agency located in San Diego, CA and pioneer in insurance lead management.
La Jolla Senior Health Insurance Broker
Conducted 100+ warm and cold calls on a daily basis to promote health/life insurance products across a
30-state region and drive client pull -through. Processed client applications and compiled insurance -related
documentation.
Core Contributions:
• Ranked #1 in New Business Sales for 13 consecutive months.
EARLY CAREER:
Bauer Insurance Services • Poway Health Broker (2006-2007)
Cornerstone America • Insurance Agent (2005-2006)
SOUTHERN NEW HAMPSHIRE UNIVERSITY • Bachelor of Science (BS), Business Administration
(Graduation August 2022 1 3.846 GPA)
MESA/MIRAMAR COLLEGE • Coursework in Marketing and Psychology
Vice President of Membership I Desert Cities Association of Health Underwriters I June 2014-Current
Vice President of Membership & Retention I Inland Empire Association of Health Underwriters I June 2014-
June 2017
Membership Chair I Orange County Association of Health Underwriters I June 2012-June2014
Started 2nd statewide implementation of Young Agent Health Underwriters program (YAHU) Membership
Chair I Toastmaster's International I August 2009-August 2010
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 02, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Maricel _ Braga
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
see resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
see resume
Maricel Braga
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
see resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
see resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
Planning Commission: I have a B.S. in City and Regional Planning with additional training in Real
Property Development from Cal Poly, San Luis Obispo College of Architecture & Environmental Design. I
began my career in planning as an intern with the City of Temecula, while completing my B.S. Since then,
I gained additional experience in planning, land use, and development while serving at the City of Solana
Beach and County of San Diego engineering, public works, planning, and land use departments. I
currently serve as a faculty member at Yale University where I am a Lecturer for the Yale School of Public
Health. Since the pandemic, I have been fortunate to teach my students remotely since 2020. In addition
to Yale, I served as a built environment and public health researcher at Harvard University, where my
research focused on the impacts of land use, urban design, and the built environment on health and
wellbeing. I believe a person with my direct experience, background, skills, and knowledge would prove to
be an asset and valuable addition to the Planning Commission. I have been a resident of Temecula since
2011 and prior to that a resident of Murrieta from 2005-2008. I look forward to putting my skills and
experience in action as a Planning Commissioner. A more detailed description of my qualifications can be
found in my attached resume. Race, Equity, Diversity, and Inclusion Commission: As a current faculty
member and Lecturer at Yale University, I teach equity, diversity, inclusion, and belonging as part of my
curriculum at the Yale School of Public Health. It would be a pleasure to put my skills and experience in
action as a member of the Race, Equity, Diversity, and Inclusion Commission. As mentioned above, I am
a trained City and Regional Planner with a professional background in municipal government. I have been
a resident of Temecula since 2011 and prior to that a resident of Murrieta from 2005-2008. A more
detailed description of my qualifications can be found in my attached resume.
Value Statement
Maricel Braga
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
In every decision and every process and procedure of city government, equity, diversity, and inclusion
should remain front and center and a top priority for every high functioning organization, especially city
government. Cities should seek to not only be equitable in writing but in practice. In so being, governing
bodies, commissions, and boards should be a reflection of their city's diversity. As an Asian -American and
professionally trained city and regional planner, I would proudly serve as a representative of the Asian -
American community of Temecula as a Commissioner. As a current faculty member and Lecturer at Yale
University, I teach equity, diversity, inclusion, and belonging as part of my curriculum. As a
Commissioner, I will continue to place a prime focus on these important values to help build a more
inclusive and equitable community that promotes the diversity of its residents.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Deacon Jim Vargas, President & CEO, Father Joe's Villages (contact info upon request) Dr. Robert
Dubrow, Faculty Director, Yale School of Public Health (contact info upon request) Jodessa Braga, Health
Partner, Apple (contact info upon request)
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Maricel Braga
Question ap lies to multple boards
Maricel_9raga 8
_City of Temecula.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Maricel Braga
Maricel Braga, ALM (c)
Lecturer, Climate & Health
Yale School of Public Health
EDUCATION
Harvard University Master's Degree
2022 A.L.M., Sustainability & Environmental Management
Emphasis: Environmental Policy & International
Development
Yale University Certificate in Climate Change & Health
2019 Yale School of Public Health
Loma Linda University Master of Public Health Summer Immersion Program
2018 MPH scholarship recipient
Cal Poly, San Luis Obispo B.S., City & Regional Planning
College of Architecture & Environmental Design
Emphasis: Sustainability & Urban Design
Minor: Real Property Development
Honors:
Award for Academic Achievement & Planning Excellence
American Planning Association
TEACHING, ACADEMIC APPOINTMENTS & RESEARCH EXPERIENCE
Yale University Lecturer
2020 — Present Yale School of Public Health
New Haven, CT — remote Course: Introduction to Climate & Health
o Teach 90-120 graduate and professional students per semester. Conduct and facilitate seven one -
hour live instruction class sessions per week.
o Develop course curriculum. Coordinate and prepare weekly course materials and
lessons plans. Hold virtual office hours. Grade and evaluate student assignments.
Advise students on academics and professional development.
Harvard University Research Project Coordinator
2019 — 2022 Harvard T.H. Chan School of Public Health
Boston, MA — remote Center for Climate, Health & the Global Environment
o Served on a research team under the direction of White House National Climate Advisor and former
US EPA Administrator, Gina McCarthy.
o Serve as project manager on the Building Climate Resilient Communities project. Manage a
budget of $5 million for research, development, and implementation.
o Serve as the project lead and manage all project functions including research,
administration, communications, grant writing and public engagement with external
partners, community stakeholders, and media.
Harvard University
2019 — 2022
Research Assistant, Healthy Buildings
Harvard T.H. Chan School of Public Health
o Studied relationship between indoor environmental quality, temperature extremes,
human behavior, and wellbeing
o Independently conducted research, analysis, impact studies, and vulnerability
assessments. Analyzed and organized city-wide data sets and conducted extensive data
and statistical analysis via R.
o Synthesized complex research and data analysis. Developed strategic communications
and messaging for key policymakers, scientific and general audiences; coordinated
stakeholder engagement and communications.
RECENT PRESENTATIONS
County of San Diego, Health & Human Services
Presenter & Invited Speaker I Live Well Advance Annual Conference
"Climate Change and COVID-19: Exploring Connections between the Climate Crisis
and the Global Pandemic"
American Public Health Association
Organizer, Presenter & Invited Speaker I Environment Section
"Opportunity & Environmental Justice for All: A Place at the Table - Participatory
Planning & Cross -Sector Collaboration for a Healthy, Just, Equitable, and Sustainable
Future"
Organizer & Invited Panelist I Environment & Physical Activity Section
"The Benefits of Green Space and Outdoor Physical Activity on Mental Health"
PROFESSIONAL LEADERSHIP
AMERICAN PUBLIC HEALTH ASSOCIATION - Environment Section
Co -Chair of the Building Healthy Communities Committee, 2019-2020
• Serve as co-chair and co -led a committee of over 150 public health professionals
dedicated to building healthy, sustainable, and equitable communities.
• Presided and facilitated quarterly conference calls with committee members, guests,
and invited speakers.
Coordinated programs and events for networking and continuing education among
public health and urban planning professionals, policymakers, practitioners, and
researchers. Cultivated and developed strategic partnerships with local, regional, and
national interest groups, stakeholders, businesses, sponsors, and donors.
As newsletter editor, established and produced a monthly committee newsletter for
internal and external circulation improving and increasing member engagement and
outreach.
Environmental Justice & Built Environment Liaison
2018 - 2020
Served as liaison and point of contact for two subcommittees in the APHA Environment
Section (Environmental Justice and Building Healthy Communities). Conducted
stakeholder outreach and engagement. Cultivated and maintained stakeholder,
community, private and public sector relationships and partnerships.
Created, developed, and coordinated panel sessions, town hall events, and
presentations. Organized and coordinated volunteers in event planning and logistics.
Contributed to environmental policy analysis, development, and proposals.
Abstract Reviewer & Panel Organizer
2018 - 2020
Facilitated and conducted abstract review of scientific research and papers for APHA
Annual Meetings.
Coordinated engaging and educational scientific and general audience sessions and
events for the APHA Annual Meetings. Invited guest speakers and experts to participate
and present in panel sessions.
OTHER EXPERIENCE (PRIVATE & PUBLIC SECTOR)
Chavez Braga Productions
Owner & Co-founder, Marketing & Business Development
La Jolla, CA & Manila, Philippines 12010 - Present
Built a family -owned startup into a thriving international hospitality, event
management, hospitality, and real estate investment business based in California and
the Philippines, serving international and corporate clients.
Corporate clients include University of California, San Diego; Irwin M. Jacobs
(Qualcomm Co -Founder); La Jolla Playhouse (Tony Award -winning theatre);
Williams -Sonoma (national retailer); and Shake Shack (global restaurant chain).
Current real estate investment and development project: sustainable health and
wellness resort and community development in the Philippines.
Climate & Culture Social Media Reporter
San Diego & Los Angeles, CA
2015 - 2019
Featured Interviews:
• Interviewed Lawrence O'Donnell ("The Last Word" on MSNBC) on the politics of
climate change and its effect on voting and the upcoming presidential election, April
2019.
• Interviewed Bill McKibben of 350.org on building climate action at the grassroots
level, March 2019.
• Profile interviews with Natalie Morales (NBC journalist), Leslie Odom, Jr. (Hamilton
on Broadway actor and singer), and authors Frances Mayes (Under the Tuscan Sun)
and Jen Sincero.
DIOCESE OF SAN DIEGO
Cantor
The Immaculata
San Diego 1 2015-2017
• Serve on staff as the lead vocalist and soloist for all church services.
Director of Young Adult Music Ministry
Mary, Star of the Sea Catholic Church
La Jolla, CA 1 2010-2015
• Serve on staff, directing and coordinating the music liturgy and young adult musicians
and instrumentalists for weekly church services and special events.
COUNTY OF SAN DIEGO
Land Use and Environmental Planning
San Diego, CA 12011
• Conducted and managed all phases of the environmental and development review
process for incoming planning projects, including permit processing and approval,
environmental impact assessments, environmental impact reports, and initial
research studies.
• Assisted in managing the Multiple Species Conservation Program ensuring compliance
with federal and state policies and regulations.
• Prepared reports and created graphics, maps, and charts for use in public workshops
and presentations before the public, stakeholders, staff, department chiefs, planning
director, and board of supervisors.
• Interfaced with multiple publics and County departments on a daily basis. Answered
inquiries from the general public concerning issues and questions about planning,
zoning, and development of property and community via phone and email. Assisted
customers in -person at the Zoning and Permit Processing Counter regarding project
processing, application procedures, zoning codes, laws, and ordinances.
CITY OF SOLANA BEACH
Solana Beach, CA
Environmental Programs Assistant
2009
• Aided City Manager in implementing local ordinance to ban the use of plastic
bags in Solana Beach.
• Drafted an internal Environmental Purchasing Policy for the City of Solana
Beach, reducing environmental impact and operational costs, and increasing
energy savings.
• Conducted field and on -site investigations and evaluated compliance with storm water
protection, pollution prevention, and local coastal management program policies and
regulations.
CITY OF TEMECULA
Temecula, CA
Planning Intern
2007, 2010
Aided in the development of city-wide sustainability and green building policies.
Assisted customers in -person at the Planning Counter regarding project processing,
plan review, application procedures, zoning codes, laws, and ordinances.
Answered inquiries from the general public concerning issues and questions about
planning, zoning, and development of property and community via phone and email.
SELECTED PLANNING PROJECTS
CPSU Research & Development Park Proposal
Proposed a research development and technology campus on a 40-acre site owned by the City
of San Luis Obispo in accordance with the City's ten-year development goals and objectives.
The project represented ten weeks of intense research and creative design that was used to
develop a preliminary plan for the site. Dealt with issues including public/private partnerships,
mass transit systems, environmental mitigation, habitat conservation, and airport land use
restrictions.
Results & Deliverables:
• Redevelopment proposal and preliminary site plan for a sustainable research
development campus in partnership with Cal Poly, San Luis Obispo, City of San Luis
Obispo, and relevant businesses and companies, which included: a convention and
exhibition center, tech hub classrooms and laboratories, incubator business center,
offices, restaurant, retail, and hotel.
• Initial Environmental Study (IES) and Environmental Impact Report (EIR); Case
studies; Project feasibility study
• Public presentation of proposal and research findings to City officials, community
members, and general public.
Nipomo 2030 Community Vision Plan
Prepared a community vision plan for the future growth of Nipomo in the San Luis Obispo
County, which included: a complete and thorough technical background report and evaluation
of the community and surrounding region, its current public infrastructure, services, and
amenities, and a separate development blueprint for 2030 in accordance with County and
community development goals and objectives.
Results & Deliverables:
• Comprehensive vision plan and development proposal for the unincorporated city of
Nipomo for its 2030 Community Vision Plan.
• Conducted and organized a series of community visioning workshops, community
meetings and interviews with County planners, residents, businesses, and community
stakeholders.
• Land use survey and study; housing and economic studies; traffic and circulation
studies; design concept plans, site plans, and proposal for sustainable planning and
urban design methods.
Traver, Tulare & King County Vision Plan
Prepared a community vision plan focused on providing affordable housing in a mixed -use
commercial and residential development concept, including a flood -plain improvement plan, in
a rural and agricultural community prone to flooding. Performed housing and economic
studies, land use surveys, traffic and circulation studies; conducted site visits; prepared concept
plans; prepared site plan; prepared development proposal for future residential neighborhood
for the town of Traver incorporating a flood plain plan; used GIS, SketchUp, and AutoCAD to
prepare digital plans and models; prepared hand -drawn sketches of illustrative concepts for
community workshop presentation.
Results & Deliverables:
• Developed plan for affordable housing with mixed -use concept for the largely migrant
farmworker and low-income community.
• Conducted a series of community workshops, community meetings and interviews with
County planners, residents, businesses, and community stakeholders. Flood -plain
improvement plan; land use survey and study; demographic, housing, and
socioeconomic studies.
MENTORING EXPERIENCE
Mentor to a Yale University Master of Public Health student (2020 - present)
Mentor to a University of California, San Diego exchange student from Brazil, taught
him English and mentored him as he completed his Bachelor of Science in Engineering
(2015 - present)
Undergraduate Student Advisor and Residential Assistant Dean, Cal Poly, San Luis
Obispo: advised over 200 undergraduate students under my direct supervision.
COMMUNITY LEADERSHIP & ADVOCACY
• Climate Reality Leadership Corps, 2020 - present
• Planner's Advocacy Network, 2018 - present
• Citizen's Climate Lobby, Climate Advocate, 2018 - present
• Young Catholic Professionals, Parish Ambassador, 2016 - present
• Rady Children's Hospital, Social Advocate, 2016 - 2019
SKILLS SUMMARY
Courses: Urban Design Studio I -III; Urban and Environmental Planning Methods;
Environmental Design & Sustainability; Urban Policy; Population, Housing &
Economic Studies; Environmental Law & Policy; Collaborative Planning; Plan
Implementation; Land Use & Transportation; Planning for Multiple Publics,
Planning GIS; Community Design Lab; Development Review & Entitlement;
Fiscal & Project Feasibility; Conservation Biology; Critical Analysis of
Environmental Systems; Foundations of Sustainable Development;
Sustainability and Environmental Management
Technical: ArcGIS, RStudio, AutoCAD, SketchUp, Adobe Creative Suite (InDesign,
Illustrator, Photoshop), MS Office 365 (Word, Excel, Outlook, PowerPoint);
WordPress, Mailchimp, Zoom, Cisco Webex, Basic HTML & CSS.
INTERNATIONAL EXPERIENCE
Languages: Bilingual in English & Tagalog; Four years of formal language instruction in
Japanese
Residencies: Japan (6 years full time); Philippines (4 years full time, 20+ years part time)
Travel: Singapore, Indonesia, Hong Kong, Thailand, Malaysia, South Korea, Portugal,
Spain, UK, France
Additional Credentials (in progress): LEED Green Associate, September 2022
U.S. Green Building Council
WELL AP, September 2022
International WELL Building Institute
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Stephanie _
First Name Middle Initial
Home Address
Temecula
City
Hernandez -Dawson
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Stephanie Hernandez -Dawson
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
None, see resume for related experience.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Currently the secretary of the Temeku Hills Homeowners Association Executive Board. See Resume for
other involvement.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
For over 10 years I have dedicated myself to serving my community in various capacities. I highly believe
in the importance of being involved. Although my past and current involvement has mostly to do with
children, I feel I am ready and have the experience to now be a part of city level involvement. I'd like to do
my part to maintain this beautiful city and to bring fresh ideas to the table. Due to my background, cities
I've lived in and different sectors I've worked and volunteered in, I feel I can provide perspectives that
represent a wide range of Temecula residents.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As an individual with a diverse background, I would contribute important perspectives. I am a mother, a
wife, a First Generation American, I've worked with children in differentiating cities, I've lived in densely
populated urban cities, lived in suburban Temecula for close to 8 years, I've started my own business,
been a stay-at-home mom for many years, craved my own path in the ever -changing post Covid world,
and have also managed to create little communities for my children to thrive in. Throughout all my
endeavors, I've gained knowledge of what communities and the communities within these communities
need and have gained many experiences when creating solutions to problems these communities face.
My contribution to the City of Temecula would be this knowledge, experience, and versatile creativity.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Stephanie San Paolo, Realtor, 2. Kayla Teran, Downey
Unified School District Employee, 3. Amanda O'Callaghan,
Business Manager, amanda@usas.co
Stephanie Hernandez -Dawson
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Stephanie_Hernandez-
Dawson _Resume.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
W I Agree
Stephanie Hernandez -Dawson
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Stephanie Hernandez -Dawson
STEPHANIE HERNANDEZ-DAWSON
Temecula, CA 92591
Objective
Dedicated and motivated individual with a range of experience and skills working with people in
varied settings. Currently a teacher and a homeschooling mother managing two homeschool co
ops and an adult community group. Looking to apply my leadership and organization skills as
well as my ability to work well with others into a position that helps strengthen my community.
Key Skills
- Extensive knowledge in general -60 WPM -Proven ability to work well as a
computer applications including -Varied creative talents and team member.
Adobe Photoshop. abilities useful for project -Exceptional meeting and event
-Fluent in Spanish (native speaker) implantation. planning ability.
-Professional Photography Skills -CPR and First Aid Certified
Experience
Independent Learning Academy — Murrieta 2022 - Current
Spanish Teacher
Spanish instructor for beginning Spanish courses for elementary school aged children.
Mermaid Kisses Photography 2021 — Current
Oumer/Photography
Turned a hobby into a small business. Focus on natural light photography, creating backdrops and settings for
photographing mini sessions mainly of children and families.
One Group Southwest, Temecula, CA
2019 — 2022
Realtor
Over 10 years of experience in the real estate field. Serving clients who are interested in selling or purchasing
homes.
Temecula Valley Unified School District, Temecula, CA
Instructional Assistant II- SDC
2016 — 2017
Job duties included providing academic assistance in a classroom setting for students in 6f to 811, grade in the
subjects of math, science, English, and history. Responsible for supervising small groups of students outside of
classroom for activities such as tests or quizzes. Also assisted teachers in checking classwork and updating power
point presentations to be used as part of lesson plans. Worked with students individually as needed.
1of2 I Page
Experience Continued
Vintage Hills Elementary, Temecula, CA
Williams Elementary PTA Volunteer, Downey, CA 2011 — 2017
Communications Chair/ Vice President/ Ways and Means /
Yearbook Chair/Reflections Chair/Financial Secretary
In charge of or part of committees responsible for various PTA sponsored activities including but not limited to
yearly fundraisers, Reflections Art Recognition Program, book fairs, family nights, and teacher appreciation week.
Created yearbooks for three school years from start to finish. Responsible for creating most event flyers, posters,
and invitations. Also spent weekly scheduled time within classrooms assisting teachers with student group work,
grading, and art activities.
Received Honorary Service Award in 2013 for volunteer work.
Quinn Emanuel Urquhart & Sullivan LLP, Los Angeles, CA 2010-2011
Payroll Clerk
Conducted scheduled time sensitive data gathering to process employee paychecks for international law firm with
over 2,000 employees and several offices throughout the United States and overseas. Provided customer service
to employees with payroll questions or concerns.
Prudential 24 Hour Real Estate / Escrow Net, Downey, CA 2006 — 2010
Listing Coordinator / OfRce Manager /Licensed Real Estate Agent and Notary
Responsible for over 10-25 active single family residence listings and/or escrows. In charge of maintaining
complete physical and digital files that exceeded Department of Real Estate standards for each transaction, setting
up and conducting property showings and open houses, maintained property advertising, processed short sale
transactions including negotiating final short sale figures with lenders, and upheld the highest level of customer
service to clients.
Education
Mount San Jacinto College, San Jacinto, CA 2015 — 2016
History Major - AA degree in History with future career goals of teaching elementary or junior high school
students.
Cerritos College, Norwalk, CA 2010 — 2014
12 Child Care credits in general education courses.
References Available Upon Request.
2of2 I Page
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Fernando _
First Name Middle Initial
Home Address
Temecula
City
Solis
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Fernando Solis
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Nu Alpha Kappa Tau Alumni Association, President 2018-2019
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
See resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I am extremely interested in serving with the Planning Commission because I believe that the City of
Temecula is the best, planned city in the County of Riverside. I am proud to say that for the past three
years I have lived in Temecula. As a design professional I have noticed that the buildings, roads,
landscape and parks in the city have been planned with thoughtful design and high quality material. I
would like to be a part of a team such as the City Planning Commission that is known to review and
approve high quality projects. Within this last year, I have attended several meetings that have taken
place at the City of Temecula along with special events. I have attended the City's Community Meeting on
ADUs (Accessory Dwelling Units), 9-11 Memorials, the 4th of July Fire Work Show and Old Town
Temecula's annual Car shows. The ADU meetings were a great iteration with staff as I provided my
professional advice on design and construction. The other special events are always great to enjoy with
my family, friends and neighbors. I believe my professional experience with architecture and construction
is very beneficial as I understand the development process from start to finish. In addition, my background
as a consultant while managing projects has allowed me to work with multiple municipalities throughout
California. For the past 8 years my experience in architecture, consulting and municipal experience will be
a great asset to assure Temecula's development will continue to maintain its great quality of life.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
My desire to serve on the Planning Commission is because I believe Temecula is known for high
standards in city planning. I have lived in the City of Temecula for over three years and I plan to be here
for the long term. As a professional, I have always strived to be honest, loyal and prideful in my work. If
appointed as Planning Commissioner I will continue the same practices and commitment that Temecula
proudly upholds.
References
Fernando Solis
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Mark Odell, City of Beverly Hills, Urban Designer, modell@beverl hills.or 2. Dr. Maria
Morales, City Council Member, City of El Monte, 3.Minh
Thai, City of Santa Ana, Executive Director Planning and Building, mthai@santa-ana.org
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Fernando_ Solis_ Resume 2022.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Solis Cover_ forTemecula 2022 pdf
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
Fernando Solis
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
FJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Fernando Solis
FERNAND O S OLIS
• TEMECULA, CA 92592
EXPERIENCE
2013 to Present, Founder/Principal, FS Design Group & Construction
• Expedite permits that included Conditional Use Permits, Design Review applications, and administrative approvals for
projects in various Cities throughout southern California.
• Prepared architectural and engineering plans that meet clients' desires according to City ordinances
• Conduct field inspections as general contractor to ensure complies with building code and city requirements.
• Conducted research and site surveys regarding municipal codes and City design guidelines for development possibilities.
• Communicated with multiple City Departments through email to finalize residential custom homes.
June/ 2019 to October 2019 -Urban Planner 111, County of Riverside—TLMA, Planning Division
• Project manager for major developments including a 300,000 square foot industrial subdivision development and 21-unit
single-family subdivision.
• Prepare and present staff reports and recommendations to the Planning Commission and Board of Supervisors.
• Oversee the completion of mitigated negative declarations and other technical environmental studies
June/ 2016 to May/2019 -Associate Planner, City of Beverly Hills —Community Development Department, Planning
Division
• Lead planner for major projects, including "One Beverly Hills" development with 220,000 square feet of hotel commercial
space and 235 residential units, the "9200 Wilshire" mixed -use project with 7,000 square feet of commercial space and 54
residential units, and the new construction of Gucci, Cartier and Chanel.
• Review all current commercial and multi -family development to adherence to citywide architectural design principles and
guidelines.
• Liaison to the Architectural Commission and Restaurant Sub -Committee.
• Conduct final inspections for all commercial and multi -family development projects.
• Prepared and presented comprehensive report and project studies with recommendation before the Architectural and
Planning Commission.
• Review complex residential hillside projects and supplemental studies for entitlement approval.
2011 to 2016,Assistant Planner ,City of El Monte —Economic Development Department, Planning Division
• Project planner for over 30 entitlement applications including conditional use permits, design reviews, tentative tract
maps and variances.
• Project manager for major developments including a 62,000 square foot industrial subdivision development, a 72-unit
multi -family subdivision development and a 122,000 square foot mixed -use senior housing project.
• Prepare and present staff reports and recommendations to the Planning Commission and City Council.
DESIGN CROUP
• Oversee the completion of mitigated negative declarations for industrial, mixed -use, and residential developments.
• Train new planners the City policies and procedures needed to process cases and assist customers at the public counter.
• Assisted in the hiring of a planning aid and intern position; supervised and mentored planning intern.
• Created the City's ArcGIS systems and oversee zoning map and City data.
EDUCATION
Master of Public Administration (Class of 2018)
California State University, Northridge
Bachelor of Science in Urban and Regional Planning (Class of 2012)
California State Polytechnic University, Pomona
Emphasis in Geographical Information System
SPECIAL ARCHITECTURAL DESIGN PROJECT
2021-2022148t" Street - Custom Home 3,600 square foot project 1 Jurupa Valley
Designer: 2 story Single Family Residence, Custom Pool
2021 - 20221 Parkway Residences Two 3,000 square foot project I El Monte
Designer: Two New 3,000 square foot Single Family Residence with pool
SKILLS
• Bilingual: Spanish (speak, read and write)
• Strong verbal and written communication skills
• Proficient in Microsoft and Mac
• Advanced experience with AutoCAD, ArcGis, Adobe InDesign, & Adobe Photoshop
PROFESSIONAL AFFILIATIONS
• Member, American Institute of Architects (2021 to Present)
• Member, Nu Alpha Kappa Fraternity - Alumni Association ( August 2014 to Present)
DESIGN CROUP
FERNANDO SOLIS
• TEMECULA
City of Temecula
41000 Main Street
Temecula, CA 92590
I am writing to express my interest in the Planning Commissioner position for the City of
Temecula. I am seeking a position where I can apply my education and experience to serve and
preserve the community appearance and improve the Architectural standards for new
developments. I am confident you will find my experience, education, and passion in city
planning a unique fit for this position. As demonstrated in my resume, I possess the skills
required for success as Planning Commissioner for the City of Temecula.
For the last four years I have owned my Design office that specializes in Architectural and
Engineering design, for Multi -Family development, Custom Single Family Residences and
commercial development. Throughout the year my office completes over 100 projects that
require Discretionary approval, Architectural Board Review, Public Health and Safety
Review, etc. All projects require attention to detail as most of the work is custom to the liking
of our clients. Various projects require coordination with multiple agencies, engineers and
contractors. The success at my business has been due to the Municipal experience I have
had over the years.
As Associate Planner for the City of Beverly Hills, I have collaborated with world renowned
Architects and developers through all stages of the construction development process. I
overlooked the Architectural Review for all commercial and multi -family residential projects
for the City. I was the liaison of the Architectural Commission and Restaurant Sub -
Committee, which requires the presentation of comprehensive written reports. The majority
of those projects are high -end important commercial retailers in the community.
As Assistant Planner for the City of El Monte and Riverside County, I processed over 50
entitlement applications including conditional use permits, design approvals, tentative tract
maps and variances. I was the project manager for major developments including a 200,000
square foot industrial development for Amazon, a 72-unit multi -family development and a 4-
story 122,000 square foot mixed -use senior housing project along a major corridor. I
routinely prepared and presented comprehensive written reports and presented them to the
City Council and Planning Commission. I also had extensive experience with the
presentation and review of all environmental review and documents.
My education includes a Masters of Public Administration from California State University,
Northridge; a Bachelor of Science Degree in Urban & Regional Planning from California
State Polytechnic University, Pomona; and an Associates of Science degree in Architecture
from Rio Hondo Community College. In addition to my college degrees, I am also a licensed
General Contractor with the State of California.
DESIGN GROUP
I am submitting my resume for your review and consideration. I am a young and highly self -
motivated individual that would enjoy working in a fast pace environment. I welcome the
opportunity to discuss my qualifications further and am available for an interview at your
earliest convenience. Thank you for the consideration and I look forward to hearing from
you.
Sincerely,
Fernando Solis
FS Design Group & Construction
DESIGN GROUP
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 16, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Gary _ Watts
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 5
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Planning Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Humboldt State University -Bachelor of Science, Natural Resources Management 1976 UC Riverside,
Graduate School of Management, Executive Management Program 1998
Gary Watts
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Retired as the Inland Empire District Superintendent of California State Parks in 2008. Retired annuitant,
California State Parks 2008-2017. See Resume
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Temecula Planning Commission 2015-2022 Temecula Public/Traffic Safety Commission 2015 Old Town
Local Review Board 2008-2015 Elsinore-Murrieta-Anza Resource Conservation District Board Member
2003-2008 Santa Rosa & San Jacinto Mountains National Monument Advisory Committee 2001-2008
Riverside County MSHCP Reserve Manager Committee 2005-2008 Wildlife Corridor Conservation
Authority Joint Powers Board Member 1997-2008
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Palomar College Adjunct Faculty 1998-2004 Temecula Film Festival Volunteer 2006-2010 Villages
Community HOA Board Member 2002-2008
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I was appointed to the Planning Commission in 2015 and reappointed in 2016 and 2019. 1 am currently
completing my second term as the Chairperson of the Commission. I believe that experience as well as
my pre -retirement experience with California State Parks has prepared me well to continue serving
Temecula on this Commission. Prior to this appointment I served on the Old Town Local Review Board
(2008-2015) and the Public/Traffic Safety Commission (2015).
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I will continue to treat all people fairly without prejudice or judgement.
References
Gary Watts
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Ron Guerriero Former Temecula Planning Commissioner Richard
Troy Retired Park Operations Deputy Director, California State Parks
Luke Watson Deputy City Manager 951-694-6415 LukeWatson
@cityoftemecula.ca
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Biography GW_2021.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
Gary Watts
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Gary Watts
Biography
Gary Watts
Planning Commissioner
City of Temecula
Gary Watts was first appointed to the Planning Commission in 2015 and reappointed in
2016 and 2019. He has previously served on the Public/Traffic Safety Commission, Old
Town Local Review Board, and the Elsinore-Murrieta-Anza Resource Conservation
District.
Gary and his wife Julie moved to Temecula in 1993 with their two daughters. Both
daughters attended school here and graduated from Chaparral High School.
Gary attended Humboldt State University and graduated with a degree in Natural
Resources Management. He started work for California State Parks shortly after and
worked for 32 years as a State Park Ranger (the last 11 years as the Inland Empire
District Superintendent). Some of the parks Gary managed include:
• Mount San Jacinto State Park
• Chino Hills State Park
• Lake Perris State Recreation Area
• California Citrus State Historic Park
• Antelope Valley California Poppy State Reserve
• Red Rock Canyon State Park
Gary's management responsibilities included law enforcement, public safety, facility
maintenance, cultural and natural resource protection, water treatment, and
education/interpretation. Some of his accomplishments include:
• Development and adoption of General Plans for Chino Hills SP and Mt.
San Jacinto SP.
• Permanent closure of the Coal Canyon exit and undercrossing on State
Route 91 to secure a wildlife corridor linking the Santa Ana Mountains to
the Puente/ Chino Hills at Chino Hills SP.
• Appointment as a charter member of the Santa Rosa and San Jacinto
Mountains National Monument Advisory Committee and participation in
the development and adoption of a Monument Management Plan.
• Service as a board member on the Wildlife Corridor Conservation
Authority, a Joint Powers Authority in Orange County.
• Participation in the Riverside County MSHCP Reserve Managers
Operations Committee as the manager of state park lands included in the
MSHCP.
• Acquisition of new state parks at San Timeteo and Wildwood Canyons.
• Construction and operation of new visitor centers at Chino Hills State
Park and California Citrus State Historic Park.
Other State Parks Gary worked prior to his management position include;
• Anza Borrego Desert SP
• Malakoff Diggins SHP
• Old Town San Diego SHP
• Carlsbad SB
• Torrey Pines State Reserve and Beach
• Santa Barbara Coast State Parks
Gary retired in 2008 but continued to work part time and served as the statewide
coordinator of California State Parks Quagga Mussel Response plan, liaison for the
Tejon Ranch project, and conducted background investigations for the Department's
peace officer hiring program. He officially retired for good in 2017.
Gary applied his experience outside of State Parks serving as an adjunct faculty
member at Palomar College from 1998 through 2003.
Gary enjoys walking throughout Temecula and absolutely loves all things nature.
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 02, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Edward M Ackerman
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
AA Degree (1980) general studies stressing Fire Science Paramedic License- State of California (2000-
2010) California State Firefighter-1 certified
Edward M Ackerman
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Glendale Fire Department 1980-2010 421 Oak St Glendale, Ca 91206 Firefighter 1980-1984 (Maintain
and perform skills related to Firefighting, medical and service related emergency incidents) Fire Engineer
1984-1991 (Same as above with emphasis on emergency driving, operating and maintaining fire
apparatus) Fire Captain 1991-2010 (Performed supervision of Firefighters, Fire Engineers while mitigation
of emergencies whether Fire, medical or service related. Supervised fire station activities)
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
I have served on several committees while employed by the Glendale Fire Department (1980-2010)
including Emergency Medical Services, Verdugo FireDispatch committee, Glendale City Employees
Federal Credit Union Board Member, to name a few. Paramedic Coordinator (2009)
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Red Cross CPR instructor (1981-1989), Regional Occupational Program instructor (1981-1987), 1 created,
supervised, and maintained the GFD Fire Explorer Program from 1988-2000, President of the GFD
Muster Club 1983, served as a director for the GFFA (union) and the Fireman's Club (mid to Late 1980s),
Auxiliary Dispatcher for Verdugo Fire (1983-1988), Attended Paramedic School (2000) to be one of 6
Captains trained to oversee the startup of paramedic services for the City of Glendale. Rancho
Community Church Rescue Mission volunteer (2011-2013)
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
My name is Ed Ackerman. We have lived our City since 1988. 1 have watched our City grow from a
population of 16,000 to our current population of over 100,000 and growing. I have been a public servant
over my 30 year career. I retired in 2010. The Glendale City Government was Council/Manager as is the
City of Temecula. I understand and respect what it takes to run and improve a city. I volunteered for the
Rescue Mission to fill my time during the first couple years of retirement. After retiring, my focus was now
on spending quality time with my family. We enjoyed boating first and then camping. I'm at a point in my
life where I want to give back. I have purposely stayed away from city government because I spent so
many years in it. I realize that I have a heart to help make things better. The community I live in is the
community I want to serve. This committee will allow me the opportunity to serve in an area that I both
have experience in and that I live in. Please consider me for this position.
Value Statement
Edward M Ackerman
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I worked my career for the City of Glendale. Valuing diversity was instilled in me from a very young age. It
is important to understand and value citizens in the community as well as those in the work force. I
currently live on a street that reflects diversity, equity and most importantly, inclusion.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Michael Warren Former City of Corona Fire C
Retired Fire Captain, City of Brea
City of Murrieta
Self -Selection Options
- Rick Harris
Eric Ackerman Fire Captain,
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Edward M Ackerman
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
►nT_�.7�.T7iiF1i1
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Steven R Castillo
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Some College
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Verizon
Steven R Castillo
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
None
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
None
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
Concerned everyday citizen. Have been to Traffic and Safety Meeting. I will bring a more aggressive
action point of view to commission if chosen.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Be fair and honest according to the law.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
None
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Steven R Castillo
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
W I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Steven R Castillo
RECEIVED
City of Temecula - Boards and Commissions
Appointment Application
SEP 3 0 2022
Important Information el"'Cl ERKS DEPT.
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered,
Profile
.4
Fji sl N-9: )e fAddle Lnitial U),t NArric
Home Addios,, Smaitp or Ap.
-e u Z?I-
81ale Pos-lal Code
Which district do you live in? Find your district here:
https:)/temecula.maps.arcgis.com/appslinstant/lookup!indox.htmi?
appid=egf3983bc7e649e49143b8O6f9OlO29d * * pis-ilici :5
None Selected
Email Adclupss
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and./or commission(s) that
they truly wish to serve on. Thank you.
None Selected -e Psi &IFiG Commission
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
>� 2
See. k lejS Le 1
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Page 1 of 2
Service Experience
List Pr`e%fiou,§ 6iy duhfy/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
* Nonv e_
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" it attaching a resume
with this information at the end of this application.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
1 `U� Grvcr' rug I eci�c%`—
tv u , 6 &s co � GGr y � wr 74 r �%4
Value Statement
References
List Three Professional and/or Personal References
(Nam
�(Name, Position, Phone, Email):
fii Ikoi Tr Yl rG L 4G/01Sa v_
rf
T4 W`5r'v & AA Qa� o� ,el clePi�s_ c o
Self -Selection Options
Attachments
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
I Agree
Page 2 of 2
Temecula Traffic and Safety Commission -2
Ed Hubler
Public/Traffic Safety Commission (PTSC)
I have over 40+ years of cyber security technology industry experience and a track record
of success implementing leveraged go -to -market strategies. I brought proactive leadership
and proven sales management to the companies I have worked for. As Sales Director at
Ensuratec, I was responsible for managing sales across the U.S. and abroad to increase sales
for Ensuratec's market leading Al (Artificial Intelligence) cyber-security solutions.
I have built sales organizations and drove business growth in the enterprise on site / SaaS
content security and storage markets, consistently exceeding sales goals by focusing on
customer success.
Prior to Ensuratec, I have held key management positions in engineering, product
management, marketing and sales with esteemed companies such as Perkin Elmer, Cipher
Data, Overland Storage, Irwin Magnetic, Archive Corp., Seagate Technologies, Conner
Peripherals, St. Bernard Software and Gigatrend.
At St. Bernard Software, I developed distribution networks for multinational accounts in
Asia, Europe and South America resulting in record sales performance.
"Igenuinely enjoy helping clients meet their security requirements"
I have lived in Rancho California for over thirty-five years and in my current home for
twenty-five years.
Some, not all Traffic and Safety issues in Temecula:
I happen to believe that our most important assets are our children. So we have to ask
ourselves, "If this is true why are there so many issues at our Temecula schools when
dropping off and or picking up children from school"?
Some of the issues being:
a.) Parking in the "Bike lane - No Parking zone
b.)Blocking one traffic lane on major roads trying to turn into the stopped school pick-up
and drop off lane
c.)Turning a small two lane road into a single lane, because people are parking on both
sides of the narrow road to pick up and drop off children.
d.) Passing in the "No Passing" zone
It's simple; there are those who are currently on the on Temecula Traffic and Safety
Commission who don't understand what their job entails. I hope to change that!
1.) Do you council members know where the best road in Temecula is located?
2.) Do you council members know why there are no Temecula, Riverside County Sheriffs in
and around the Temecula schools when people are dropping off and or picking up children?
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Christian Pedersen
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Master of Public Policy, Pepperdine University: (2014) Specialization: State and Local Politics,
International Relations Bachelor of Arts: Political Science, California State University San Marcos (2010)
Bachelor of Arts: Mass Media Communication, California State University San Marcos (2010) Panetta
Institute for Public Policy, California State University Monterrey (2009) Policy Fellow: Selected as 1 of 25
students nationwide for participation nonpartisan program to leadership development, national security,
intelligence collection, the legislative process, and crisis management, Research Thesis: The State of
Cyber-Security in the United States: Recommendations for Congress and the President
Christian Pedersen
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See attached Resume for Relative Work Expereince
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Not currently
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Board Member, Valley Resource Center Non -Profit (2016-2019) Alumni Advisory Board Member: Sigma
Chi Fraternity: Mu Beta Chapter (CSUSM) 2015 - Present Alumni Advisory Board Sigma Chi Fraternity:
Delta Xi Chapter (SDSU) 2016 - Present Board Member: Pepperdine SPP Alumni Committee: 2014 -
2018, 2022 - Present
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I first became interested in public service as a High Schooler here in Temecula. I served on the Temecula
Teen Council at the Community Recreation Center, where I worked to plan youth -related attractions and
events for Temecula Residents. When my A.P. Government teacher asked me to attend the City's
Participation in Government Day, I did so. I became fascinated observing the workings of local
government, which inspired me to study political science in college and, more specifically, the workings of
local government in Graduate School. As a consultant with Ascendance Strategies, I have worked with
several municipalities across the county, helping cities improve their communication, responsiveness, and
effectiveness. Now that I have returned to Temecula, I hope to combine my education, service history,
and experience by serving the City of Temecula. There are not many places quite like Temecula, and I
hope that with my service, the City of Temecula can continue to be a shining example of what life in
Southern California can be.
Value Statement
Christian Pedersen
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
When asked why the American Colonies needed their independence, Benjamin Franklin answered we
have become a new people, we need a new nation." Diversity is deeply rooted in our American tradition.
The melting pot of people and ideas has perpetually redefined the American experience. I attended a
university that prided itself on promoting diversity. As a member of the Orientation Team and Chairman of
the Associated Students Board of Directors, my job was to include and engaging students of all
perspectives and experiences. As a small business owner, I understand the value of different experiences
and beliefs. I have learned that the best ideas, are ideas which have been challenges and tested.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Michael Pa ne: Manaqinci Partner: Arthur Pham, Director of
Finance: ohn C Hall: Student Affairs: JcHall@csusm.edu, Jace Getskow:
Los Angeles County Sheriff
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question PEDERg ie to multiple boards
_City of Temecula.doc
Resume - If you wish to attach a resume, please do so
here.
Christian Pedersen
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
rJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Christian Pedersen
CHRISTIAN PEDERSEN
SUMMARY
Five years of experience lobbying elected officials in Southern California on behalf of students at Cal State San Marcos.
Four years of legislative experience working on legislative analysis and public outreach for California elected officials.
Eight years of experience in public policy and geo-political analysis.
EDUCATION
Masters of Public Policy, Specialization: International Relations, State and Local Government April 2014
Pepperdine University — Malibu, CA
Awarded Dean's Fellowship and Academic Scholarship
Bachelor of Arts in Political Science, Magna cum Laude May 2010
Bachelor of Arts in Mass Media, Magna cum Laude May 2010
California State University San Marcos (CSUSM) — San Marcos, CA
• Graduating Senior of the Year, CSUSM Cougar Wall of Fame, 2010
• Political Science Department Outstanding Graduate, 2010
• President Scholarship recipient and Ambassador for the University, 2005 — 2010
• Lifetime member of Alpha Delta Lambda, Pi Sigma Alpha, Golden Key International Honor Societies
Leon and Silvia Panetta Institute of Public Policy Fall 2009
• Selected as 1 of 25 fellows nationwide to study with the Panetta Institute of Public Policy in Washington, D.C, a nonpartisan
program committed to leadership development, political compromise, policy analysis, and public engagement.
• Research Thesis: Cybersecurity policy recommendations for Congress and the President
RELEVANT POLICY EXPERIENCE
Ascendance Strategies, Managing Partner 2014 to Present
• Analyze geopolitical events, and provide predictive analysis on potential events and economic consequences
for clients.
• Analyze geopolitical events and provide predictive analysis on potential international, political, security, and economic
consequences for clients.
Produce threat assessments for customers traveling internationally and bringing business assets into foreign
markets.
• Design custom security strategies for clients traveling to remote or hostile environments.
• Developed and implemented the Department of Treasury Emergency Rental Assistance Program for the City of
Jacksonville, Florida, and Berkeley County, South Carolina.
• Evaluate emergency contingency plans to respond to natural disasters, physical attacks, data breaches, and
hacks.
• Provide crisis management and coordinate support assets internationally.
• Create strategic communication plans to develop effective and targeted messages.
• Innovate security protocols and SOPS to improve perimeter security, physical asset protection, and cybersecurity for high -
risk targets and international operations.
• Create white papers for clients analyzing: militant groups, transnational crime, terrorist groups, nuclear security, global
energy markets, cybersecurity, border disputes, and international agreements.
• Monitor open source and commercial threat intelligence for emerging threats.
California State Assembly, Senior Intern 2013 to 2015
• Supervised office interns and assigned weekly community correspondence goals and outreach goals.
• Managed social media and the Assembly Member's online presence and created and edited the monthly
district newsletter.
• Researched proposed legislation and assessed and compiled recommendations for legislative staff and
Assembly members.
• Wrote public policy briefs for the office staff and drafted op-ed articles on behalf of the Assembly Member.
• Presented legislative updates to community stakeholders, local government, and business partners.
• Created the first District Office Internship program and recruited and trained a team of 15 office interns.
Page 11
Chris Pedersen -
United States Congress, Public Engagement Specialist Intern 2013 to 2015
• Managed Satellite Office, oversaw constituent correspondence, and processed official legislative requests.
• Created constituent files and tracked constituent casework with Internet Quorum software.
• Researched and drafted briefings for congressmen and wrote reports on local issues and political
developments.
• Assessed fiscal impact reports, analyzed legislation, researched legislative history, and created
recommendations for staff.
• Planned and organized town hall meetings with the Congressman and other elected dignitaries.
Operated Congressional outreach booths at community events, represent the Congressman and communicated policies with
constituents.
• Developed partnerships with government agencies, Members of Congress, and foreign dignitaries on behalf of office.
United States Congress, Legislative Research Analyst Intern 2012 to 2014
• Managed the reception lobby and welcomed visitors and initiated processing of federal casework and investigations.
• Documented, complied, and analyzed constituent concerns; drafted political responses on behalf of Congressman.
• Formatted new templates for Congressional proclamations, letters, and certificates.
• Developed system to monitor district outreach, doubling the speed and scope of communication efforts.
• Tracked legislation, monitored progress through congressional committees, and briefed staff on developments.
Pepperdine University, Political Science Department Teaching Assistant 2013
• Taught introductory Political Science 100 course to freshman students covering topics such as: United States
Constitution, separation of powers, campaigns and elections, California State politics, trends and political polling.
• Prepared eight review sessions a semester, prepping groups of 30 to 40 students for the class examinations.
California State Senate, Field Representative Intern 2012 to 2013
• Represented Senator in meetings throughout the district with local government, businesses, and interest
groups.
• Managed constituent relations, tracked legislative developments, and created fiscal impact reports.
• Attended zoning, planning, and development meetings with local government, and reprted developments to
staff.
• Drafted daily constituent correspondences and created Senate legislative proclamations.
• Presented legislative reports to constituent and community groups at the Senator's request.
• Coordinated and executed networking events with community members and district organizations.
• Presented legislative updates, Senate Awards, and certificates at public events.
United States Congress, Panetta Fellow Capitol Hill 2009
• Managed constitution response and compiled district opinions on selected political issues.
• Attended policy briefings in the House of Representatives and drafted legislative summaries for the
Representative.
• Maintained the official legislative record and aided the Representative in legislative hearings.
• Researched legislation at the request of constituents, and coordinated services between government agencies.
• Assisted the Congressman with three Tele-Town Hall meetings by screening phone calls and researching
legislation.
• Conducted tours of the House of Representatives, Capitol Hill, and the Library of Congress for diplomats and
special guests of the Congressional Office.
• Researched pending legislation, tracked legislation through committees, and summarized developments.
RELATIVE LEADERSHIP EXPERIENCE
International City/ County Managers Association (ICMA), Secretary 2013 to 2014
• Organized service projects with City Official's and presentations from professional working in local government.
• Co-founded the Pepperdine University Chapter of ICMA, drafted the chapter bylaws and the governing constitution.
Network Colleagues, Vice -President, Alumni Advisor 2008 to 2012
• Piloted the first annual campus wide networking event of 400 students, alumni, faculty, and local businesses participants.
• Founded the student organization, wrote the organizational constitution and filed organizational documents.
• Advised the student executive board and presented on professionalism and networking.
Page 12
CHRISTIAN PEDERSEN
Student Ambassador for the University 2005 to 2010
• Assisted with University fundraising efforts as the featured student speaker at the yearly "President's Circle Dinner" for donors.
• Consulted with President Haynes and departmental Deans each semester to discuss the impact of changing University policies on
the student body, and acted as emissary for the University within local community, served on University master planning team.
• Nominated to speak at the "Leadership Awards Night" on three separate occasions.
• Spoke at the annual "New Student Convocation" to welcome incoming students to the University and promote University values
of leadership and involvement.
CSUSM ASI Lobby Corps, Outreach Specialist 2005 to 2009
• Arranged voter information and education events across campus to inform students of candidates and ballot initiatives.
• Lobbied three State and two Federal Representatives on behalf of the Cal State University student body.
Orientation Team, Campus Orientation Leader Fall 2005 to Fall 2009
• Supervised teams of student volunteers, registered students for classes, and created individualized graduation plans.
Facilitated workshops to teach: cultural sensitivity, safe -zone counseling, multi -cultural programming, tour guiding, class
registration, teamwork, communication, and academic advising to team members.
Page 13
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 15, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
James "J.R." J Richardson
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
B.S. Aerospace Engineering, Cal Poly Pomona - 1984 (Computer Science minor); M.S. Aerospace
Engineering, Cal Poly Pomona - 1992 (Feedback Control Systems specialty); International Council on
Systems Engineering (INCOSE) - Expert Systems Engineering Professional (ESEP) Certification (2014)
James "J.R." J Richardson
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Employed by Raytheon (2002 — Present), 1801 Hughes Drive, Fullerton, CA 92833 Position Title =
Engineering Fellow Primary Roles & Responsibilities include: System Safety Lead for the GPS Next
Generation Operational Control Segment (OCX) Programs; Sr. Innovation Specialist for the Raytheon
Intelligence & Space "Foundry" Innovation Organization; Guidance Quality (GQ) Integrity expert for the
Joint Precision Approach and Landing System (JPALS) Program; Site Innovation Coordinator for Fullerton
(2017-2020)
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Appointed Public / Traffic Safety Commissioner for the City of Temecula 2013-2022 (3 terms), Service as
Chairman 2016 and 2021-2022 Temecula Valley Dachshund Club (TVDC) — Co -Founder See Linkedln
profile for additional Organizational Service Experience and volunteerism - https://www.linkedin.com/in/j-r-
richardson-esep-9270a916/
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
International Council on Systems Engineering (INCOSE) - Certified Expert Systems Engineering
Professional (ESEP) (professional); International System Safety Society (ISSS) - Senior member
(professional); Cal State Fullerton Electrical Engineering Dept. Industry Advisory Board (IAB) — Vice
Chair; Cal Poly Pomona Aerospace Engineering Dept. Industry Action Council (IAC); UC Riverside
Electrical Engineering Dept. Board of Advisors (BoA)
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
As a resident of Temecula for over 29 years, I would welcome the opportunity to continue to serve our
community as a member of the Public Traffic Safety Commission, to which my education and experience
are ideally suited. I believe that giving back to our community through service is a duty that contributes to
making our city such an amazing place to live! I have engaged with the city by attending numerous city
events over the years, and by founding the Temecula Valley Dachshund Club (TVDC) with my wife,
Janice. I believe I am qualified for the position because, as an Engineering Fellow for Raytheon, I have
broad experience working safety programs at both the system and enterprise level, transportation/traffic
programs, and traffic safety technology research and innovation projects. My current & former Raytheon
roles and achievements are detailed in my attached sheet to this application.
Value Statement
James "J.R." J Richardson
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I am personally, deeply committed to supporting diversity, equity and inclusion (DE&I) in all my
professional and personal endeavors. As a coach and mentor, it is critical that everyone has a seat at the
table and a voice in the conversation. I will not only allow diverse viewpoints and perspectives but will
proactively seek them out wherever possible. Diversity of thought and experience adds new insights when
developing solutions and ensures our final products and policies serve all members of the community.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Carl Hoffman, SCADA Business Developer, Siemens Industry, Inc., carl.hoffman@siemens.com,_
-Dina Schutt, Senior Iteration Manager, Transurban, DSchutt@transurban.com,-
Miguel Calles, Senior Product Owner, VeriToll LLC, mcalles@veritoll.com,
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Application_ Attached_ Sheet -
Richardson 2022.docx
Resume - If you wish to attach a resume, please do so
here.
James "J.R." J Richardson
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
James "J.R." J Richardson
Application for Public Traffic Safety Commission - James "J.R." Richardson - page 2
Please visit my Linkedln page for additional details regarding my
professional experience, qualifications, career achievements and
community service!
Employment History Detail
As an Engineering Fellow for Raytheon, I have broad experience working safety
programs at both the system and enterprise levels, transportation/traffic programs,
and traffic safety technology research and innovation projects. My current &
former Raytheon roles include:
• GPS Next Generation Operational Control Segment (OCX) System Safety Lead
(2010-present)
• Raytheon Intelligence & Space "Foundry" Innovation Org. - Sr. Innovation
Specialist (present)
• Joint Precision Approach & Landing System (JPALS) Navigation Integrity expert
(2017-2020)
• GPS Wide Area Augmentation System (WAAS) Safety -of -Life Certification Lead
(2003-2006)
• Massachusetts Turnpike All Electronic Tolling System (AETS) Performance
Analyst (2016-2017)
• US DOT Vehicle Infrastructure Integration (VII) Program - Off -Board Navigation
Lead
• Oregon State DOT Vehicle Miles Travelled (VMT) Program - Raytheon Solution
Architect
• Cooperative Pedestrian Warning System (CPWS) - Raytheon Chief Engineer (w/
Toyota)
• Universal Pedestrian Warning System (UPWS) - Architect & Chief Engineer
• Infrastructure Basic Safety Message (BSM) Generator (IBG) - Inventor & Project
lead
• Virtual Reference Station (VRS) & Pedestrian Safety research w/ Cal Trans and
UC Berkeley PATH
Some of my additional Raytheon achievements, awards and contributions include:
• Twelve (12) Granted US Patents, primarily for Intelligent
Transportation Systems (ITS) technology
• Four (4) additional US Patents filed and Pending, primarily for Navigation related
technologies
• Eight (8) Raytheon Invention Review Committee (IRC) "Innovation Awards"
• Five (5) time Raytheon Innovation Challenge (RIC) - Project Funding Winner
(2010-2022)
• 2022 Raytheon Intelligence & Space "Foundry" Summer Challenge - Project
Funding Winner
• Raytheon Innovation Center - "Top Innovator" Awardee for 2019
Application for Public Traffic Safety Commission - James "J.R." Richardson - page 2
• 2019 Raytheon "Not Impossible" Humanitarian Innovation Challenge - 2nd Place
Honoree
• 2018 Raytheon IIS business International Cyber Challenge - 2nd Place Project
Funding Winner
• Raytheon Technology Networks - Distinguished Achievement COIN
recipient (2018)
• 2012 Systems Engineering & Architecture (SE&A) Symposium - "Best of
Spotlight" Award
• 2010 Smart Transportation Systems Innovation Challenge - Grand Prize winning
team
• 2012 Systems Engineering & Architecture (SE&A) Symposium - "Best of
Spotlight" Award
• 2010 Raytheon Mentoring EXCELLENCE Award recipient - The Crystal Apple
Trophy
• 2010 Raytheon "Technical Honors" Peer Recognition Award
• Published papers & presented at 14 Raytheon national Engineering Symposia
(2006-present)
• Published papers & presented at 11 external Safety & Transportation
conferences (2006-present)
• UT Dallas Engineering and Computer Science (ECS) Dept. - Student Capstone
Project Advisor
• Cal State Fullerton Engineering and Computer Science (ECS) Dept. - Student
Project Liaison
• Cal State Fullerton Mechanical Engineering (ME) Dept. - Guest Lecturer on
Innovation
My additional relevant external (non -Raytheon) appointments & community service
includes:
• Cal State Fullerton Electrical Engineering Dept. Industry Advisory Board (IAB) -
Vice Chair
• Cal Poly Pomona Aerospace Engineering Dept. Industry Action Council (IAC)
• UC Riverside Electrical Engineering Dept. Board of Advisors (BoA)
• OmniAir Consortium (ITS Comm & Safety Certification Authority) - Board of
Directors, 2014-17
• Invited Expert Panelist - 2013 "Thinking Highways" Debate on "Distance -based
Charging"
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 11, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Bradley _
First Name Middle Initial
Home Address
Temecula
City
Sullivan, D.C.
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 1
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Bradley J. Sullivan, D.C. Temecula, CA 92592
CURRICULUM VITAE RE: Bradley J. Sullivan, D.C. D.O.B. 8-17-1955 PROFESSIONAL EDUCATION:
Cleveland Chiropractic College- Los Angeles, California Graduated: (Cum Laude) December 1983
Degree: Doctor of Chiropractic Preceptorship: Cleveland Chiropractic Clinic, Los Angeles 1983-1984
PROFESSIONAL MEMBERSHIPS: American Chiropractic Association California Chiropractic Association
Los Angeles County Chiropractic Association (1983-1993) Delta Tau Alpha Chiropractic Honor Fraternity -
Theta Chapter PROFESSIONAL ACTIVITIES: Cleveland Chiropractic College (Afternoon Session) Class
Of 1983 President 1982-1983 Delta Tau Alpha Honor Society - Theta Chapter President 1985-1986 Vice
President, Los Angeles Southeast Chiropractic Society 1986-1987 President, Los Angeles Southeast
Bradley Sullivan, D.C.
Chiropractic Society 1984-1987 Chairman, California Chiropractic Association College Liaison Program
1986-1987 Membership Chairman, Los Angeles County Chiropractic Association 1987-1988 Appointed
Member, California Chiropractic Association, Medical Cartel Advisory Committee. Curriculum Vitae
Bradley J. Sullivan, D.C. Page Two PROFESSIONAL ACTIVITIES CON'T: 1987-1988 Treasurer,
California Chiropractic Association 1988-1989 2nd Vice President, California Chiropractic Association
1989-1990 Vice President of Communications, California Chiropractic Association 1990-1991 1 st Vice
President, Los Angeles County Chiropractic Society 1991-1992 Vice President of External Affairs,
California Chiropractic Association. 1992-1993 Vice President of External Affairs, California Chiropractic
Association. 1993-1994 President, California Chiropractic Association 1994 -1995 Immediate Past
President, California Chiropractic Association. 1994 -1996 Chairman, Chiropractic Services, Medex,
Worker's Compensation HCO 1995-1996 Vice President, San Fernando Valley Chiropractic Society 1996-
1998 President, Cleveland Chiropractic College Alumni Association 1996-2002 Member, CA Chiropractic
Assoc. Board of Directors (termed out) 1996-2013 Examiner, National Board of Chiropractic Examiners,
Part 4 1996-2002 Director, California Chiropractic Association, San Fernando District 1998-2004 Chair,
California Chiropractic Association Managed Care Committee Retired Chair, California Chiropractic
Association By-laws Committee Retired Chair, California Chiropractic Association Insurance and Industrial
Relations Dept. 2001-2005 Alternate Delegate American Chiropractic Association, So. California 2002-
2015 Member, American Chiropractic Association Managed Care Comm. 2005-2015 Member, American
Chiropractic Association Coding Committee 2005-2010 Delegate, American Chiropractic Association, So.
CA Retired Chiropractic Consultant International Longshoreman's Union and Benefit Plan Curriculum
Vitae Bradley J. Sullivan, D.C. Page three 2009-2010 Chair, California Chiropractic Political Action
Committee 2010-2012 Vice -Chair Chiropractic Political Action Committee. 2006-2015 Contributing Editor
to the ACA Coding Manual 2015 Contributing Editor to the ACA Documentation Manual PROFESSIONAL
RECOGNITION: 1985 & 1986 Outstanding New D.C. - Los Angeles Southeast Chiropractic Society 1985
California Chiropractic Association Presidential Recognition Award 1986 Biographical Subject in 16th
Edition of Who's Who in California 1990 C.C.A. Certified in Disability Evaluation 1990 C.C.A. Certified
Independent Disability Examiner 1993 State Appointed Chiropractic Qualified Medical Examiner. 1991
Botterman Award, L.A. County Chiropractic Society 1994 Doctor of the Year, San Fernando Chiropractic
Society 1994 Doctor of the Year, California Chiropractic Association 1995 Doctor of the Year, Consumer
Business Review 1995 San Fernando Society Distinguished Service Award 1996 San Fernando Society
Distinguished Service Award 1997 California Chiropractic Association Distinguished Service Award 1999
San Fernando Chiropractic District, Doctor of the Year Award 1999 Doctor of the Year, Cleveland
Chiropractic College Alumni Assoc. L.A. 2000/2001 Doctor of the Year, San Fernando Valley Chiropractic
District 2002 Doctor of the Year, San Fernando Valley Chiropractic District 2002 Doctor of the Year,
California Chiropractic Association 2002 Presidential Award, California Chiropractic Association
Curriculum Vitae Bradley J. Sullivan, D.C. Page Four 2003 Distinguished Service Award, San Fernando
Valley Chiropractic District 2003 California Chiropractic Association, Betty & Charlie Adams Lifetime
Achievement Award 2005 California Chiropractic Association, Distinguished Service Award 2008-2014
California Chiropractic Association Presidential Award PUBLISHED
ARTICLES/INSTRUCTION/LECTURES: Over 20 published articles in the California Chiropractic Journal
on topics ranging from the role of the doctor of chiropractic in managed care to chiropractic legislative
activities 1985-2000 American Chiropractic Association Journal - Role of California Chiropractic
Association in directing National Chiropractic Policies (published February 1994) Clevelander Newsletter
Cleveland Chiropractic College Newsletter) Spring 1994, published article on Critical Issues Facing
Chiropractic in the Future. Lectured, Interns, Cleveland Chiropractic College on Disability Evaluation 1990,
1991 and 1992. Lectured 6th Term students, Cleveland Chiropractic College on Chiropractic
Jurisprudence, 1992, 1993, 1994. Lectured Interns, Los Angeles College of Chiropractic on Chiropractic
Jurisprudence 1992, 1993. Lectured Interns, Los Angeles College of Chiropractic on Evaluation, Diagnosis
and Chiropractic Management of Low Back Pain and Cervical Pain, 1994. Postgraduate instructor,
Cleveland Chiropractic College- Los Angeles preceptor program 1997-1998 1999, 2001, 2003
Commencement Speaker Cleveland Chiropractic College Graduation 2005-2015 Contributing editor to the
Annual A.C.A. Coding Solutions Manual Curriculum Vitae Bradley J. Sullivan, D.C. Page Five
COMMUNITY ACTIVITIES: 1994-1995 Treasurer 9005 Cynthia HOA 1995-1997 President, 9005 Cynthia
HOA 1994- 2001 Commissioner, City of West Hollywood, Public Safety ( chair 1997-98, chair 1999-2001)
1995 Certified, CA Office of Emergency Services Volunteer Management/Organization 1995-1998 Co -
Instructor with Deputies R. Pena & B. Patrick, Red Cross CPR & 1st Aid 1995-1997 Liaison for New Fire
Station #7 Project 1995-1996 Public Safety Liaison to Sunset Specific Plan- West Hollywood 1995-1996
Economic Planning Committee, City of West Hollywood 1996 SEMS (Standardized Emergency
Bradley Sullivan, D.C.
Management System) Training 1996 Disaster Size Up and Reporting Training 1996 Red Cross Shelter
Management 1 & 2 1996 Disaster Management of Immunosuppressed Victims 1996 Emergency
Operations Training and Drill 1996 Light Search and Rescue & Size up 1996 Disaster Psychology and De -
Briefing 1995-1998 Chair, Founding Member West Hollywood Disaster Volunteer Corp. 2000-2003 Chair,
West Hollywood Disaster Volunteer Corp./CERT Team 1996-1997 Member, West Hollywood Pedestrian
Safety Committee 2002 Graduate, Federal Emergency Management Agency Academy, MD 1997-2003
Instructor, Community Emergency Response ,first Aid, Disaster Medical Response Coordination, Triage,
City of West Hollywood Curriculum Vitae Bradley J. Sullivan, D.C. Page Six COMMUNITY ACTIVITIES
CON'T: 2000 F.E.M.A/CERT Instructor, Crescenta Valley Sheriff's Station, STEP 2000 2002-2005
F.E.M.A./CERT Instructor, Star Center Sheriff's Academy, 2002 F.E.M.A./CERT instructor Antelope Valley
School District and LASD station 2002-2003 Treasurer, Villa Las Brisas Homeowner's Association 2001-
07 CERT/Disaster Preparedness Volunteer Lead Instructor, L.A.Sheriff's Dept./ Homeland
Security/Community Law Enforcement Partnership Program 2002 Received 500 hour recognition pin from
L. A. Sheriff's Dept for volunteer service 2008 Retired from L.A. Sheriff Dept Volunteer program with over
2500 hours 2004-2005 Certified Red Cross Instructor First Aid/CPR/AED 2004-2005 Certified Red Cross
Instructor CPR/AED for the professional responder 2004-2005 Certified Red Cross Instructor Title 22
2004-2008 President, Villa Las Brisas Homeowner's Association 2005-2007 Cert Train the Trainer
Instructor for the CA Regional Community Police Institute 2007-2009 Volunteer, L.A. Sheriff's Dept, West
Hollywood Station 2008- Graduate, L.A.S.D. Volunteers on Patrol Academy 2008 Awarded 2000 hour pin
from L.A.S.D. 2009-2010 Secretary, Wolf Creek HOA (1806 homes) 2010-2020 President, Wolf Creek
HOA (1806 homes) 2016-2019 Appointed to Temecula Public Traffic & Safety Commission (Oct 2016 to
Oct 2019) Curriculum Vitae Bradley J. Sullivan, D.C. Page Seven COMMUNITY RECOGNITION: 1995
City of West Hollywood, Leadership Award 1996 City of West Hollywood, Outstanding Contribution to
Public Safety Award 1997 City of West Hollywood, Disaster Volunteer of the Year Award 1998 City of
West Hollywood, Commendation for service during transformer explosion emergency. 1998 County of Los
Angeles, Certificate of Appreciation for service during transformer Explosion emergency. 1999 City of
West Hollywood, Commendation for service as C.E.R.T. Instructor 2000 City of West Hollywood, Disaster
Volunteer of the Year 2000 Volunteer recognition from Senator Barbara Boxer for outstanding leadership
in disaster Preparedness 2004 Presidential Gold Level Service Award from President George W. Bush for
Community Service through volunteer activities with the Los Angeles County Sheriff's Department,
Community Law Enforcement Partnership Program, Office of Homeland Security. *** retired from active
practice in 2008 5/19
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Retired due to disability. Formerly worked in private practice as a chiropractor.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
See CV
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
see CV
Statement of Interest
Bradley Sullivan, D.C.
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
As my CV demonstrates, I have had a life long passion of being of service to my community and
neighborhood. I have an extensive background in disaster preparedness and law enforcement. During my
6 year term on the Temecula Traffic/Public Safety Commission, I have served 1 yr as vice -chair and 3
years as chair. I am grateful for the level of support and recognition rec'd from my fellow commissioners.
Several commissioners have shared with me that prior to my service on the Commission, they felt the
commission served more as a rubber stamp vs active debate and discussion. I believe that with my
leadership style the commission now is more involved and as a result better solutions occur for our city.
During my tenure of as Chair, some long standing difficult issues such as the pedestrian issue with Great
Oak were resolved after remaining an issue for over a decade. Much of this credit goes to Patrick Thomas
for bringing new solutions and leadership in regards to the pedestrian issue. I too feel I deserve some of
the credit in helping the commission work through their concerns with the solution. The Traffic Safety has
successfully buffered many situations over the past two years and had them resolved prior to going to
council. I would like to think that my skills as chair in interacting with the public and staff created part of
the successful mitigation. I love being of service, I love being in the arena working to maintain the sense
of community that Temecula enjoys. I have been President of Wolf Creek for 12 years. Four years ago
Wolf Creek was awarded the HOA of the year for the entire inland empire. Last year, I was selected as
Board member of the year for the entire inland empire by the California Association institute for the inland
empire. Finally, I love Temecula with a passion! That passion drives my desire to keep Temecula the
special place that it is.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Equity, diversity and inclusion are the foundation of what makes Temecula the beautiful community that it
is. I have and would continue to protect those values.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
John Ellett, Wolf Creek Property Manager (Avalon Management) John@avalonweb.com,
Larry French, Vice President Wolf Creek. Board3@mywolfcreek.com Kathey Harris,
Treasurer Wolf Creek Board
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Bradley Sullivan, D.C.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Brad s CV.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
W I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Bradley Sullivan, D.C.
Bradle J. Sullivan, D.C.
Temecula, CA 92592
CURRICULUM VITAE
RE: Bradley J. Sullivan, D.C.
PROFESSIONAL EDUCATION:
Cleveland Chiropractic College- Los Angeles, California
Graduated: (Cum Laude) December 1983
Degree: Doctor of Chiropractic
Preceptorship: Cleveland Chiropractic Clinic, Los Angeles 1983-1984
PROFESSIONAL MEMBERSHIPS:
American Chiropractic Association
California Chiropractic Association
Los Angeles County Chiropractic Association (1983-1993)
Delta Tau Alpha Chiropractic Honor Fraternity- Theta Chapter
PROFESSIONAL ACTIVITIES:
Cleveland Chiropractic College (Afternoon Session) Class Of 1983 President
1982-1983 Delta Tau Alpha Honor Society - Theta Chapter President
1985-1986 Vice President, Los Angeles Southeast Chiropractic Society
1986-1987 President, Los Angeles Southeast Chiropractic Society
1984-1987 Chairman, California Chiropractic Association College Liaison Program
1986-1987 Membership Chairman, Los Angeles County Chiropractic Association
1987-1988 Appointed Member, California Chiropractic Association, Medical Cartel Advisory
Committee.
Vitae
Sullivan, D.C.
Page Two
PROFESSIONAL ACTIVITIES CON'T:
Curriculum
Bradley J.
1987-1988 Treasurer, California Chiropractic Association
1988-1989 2nd Vice President, California Chiropractic Association
1989-1990 Vice President of Communications, California Chiropractic Association
1990-1991 1st Vice President, Los Angeles County Chiropractic Society
1991-1992 Vice President of External Affairs, California Chiropractic Association.
1992-1993 Vice President of External Affairs, California Chiropractic Association.
1993-1994 President, California Chiropractic Association
1994 -1995 Immediate Past President, California Chiropractic Association.
1994 -1996 Chairman, Chiropractic Services, Medex, Worker's Compensation HCO
1995-1996 Vice President, San Fernando Valley Chiropractic Society
1996-1998 President, Cleveland Chiropractic College Alumni Association
1996-2002 Member, CA Chiropractic Assoc. Board of Directors (termed out)
1996-2013 Examiner, National Board of Chiropractic Examiners, Part 4
1996-2002 Director, California Chiropractic Association, San Fernando District
1998-2004 Chair, California Chiropractic Association Managed Care Committee
Retired Chair, California Chiropractic Association By-laws Committee
Retired Chair, California Chiropractic Association Insurance and Industrial Relations Dept.
2001-2005 Alternate Delegate American Chiropractic Association, So. California
2002- 2015 Member, American Chiropractic Association Managed Care Comm.
2005-2015 Member, American Chiropractic Association Coding Committee
2005-2010 Delegate, American Chiropractic Association, So. CA
Retired Chiropractic Consultant International Longshoreman's Union and Benefit Plan
Curriculum Vitae
Bradley J. Sullivan, D.C.
Page three
2009-2010 Chair, California Chiropractic Political Action Committee
2010-2012 Vice -Chair Chiropractic Political Action Committee.
2006-2015 Contributing Editor to the ACA Coding Manual
2015 Contributing Editor to the ACA Documentation Manual
PROFESSIONAL RECOGNITION:
1985 & 1986 Outstanding New D.C. - Los Angeles Southeast Chiropractic Society
1985 California Chiropractic Association Presidential Recognition Award
1986 Biographical Subject in 16th Edition of Who's Who in California
1990 C.C.A. Certified in Disability Evaluation
1990 C.C.A. Certified Independent Disability Examiner
1993 State Appointed Chiropractic Qualified Medical Examiner.
1991 Botterman Award, L.A. County Chiropractic Society
1994 Doctor of the Year, San Fernando Chiropractic Society
1994 Doctor of the Year, California Chiropractic Association
1995 Doctor of the Year, Consumer Business Review
1995 San Fernando Society Distinguished Service Award
1996 San Fernando Society Distinguished Service Award
1997 California Chiropractic Association Distinguished Service Award
1999 San Fernando Chiropractic District, Doctor of the Year Award
1999 Doctor of the Year, Cleveland Chiropractic College Alumni Assoc. L.A.
2000/2001 Doctor of the Year, San Fernando Valley Chiropractic District
2002 Doctor of the Year, San Fernando Valley Chiropractic District
2002 Doctor of the Year, California Chiropractic Association
2002 Presidential Award, California Chiropractic Association
Vitae
Curriculum
Bradley J. Sullivan, D.C.
Page Four
2003 Distinguished Service Award, San Fernando Valley Chiropractic District
2003 California Chiropractic Association, Betty & Charlie Adams Lifetime Achievement Award
2005 California Chiropractic Association, Distinguished Service Award
2005 Fellow International College of Chiropractic
2008-2014 California Chiropractic Association Presidential Award
2020 Fellow of the California Chiropractic Association
PUBLISHED ARTICLES/INSTRUCTION/LECTURES:
Over 20 published articles in the California Chiropractic Journal on topics ranging from the role of the
doctor of chiropractic in managed care to chiropractic legislative activities 1985-2000
American Chiropractic Association Journal - Role of California Chiropractic Association in directing
National Chiropractic Policies (published February 1994)
Clevelander Newsletter ( Cleveland Chiropractic College Newsletter) Spring 1994, published article on
Critical Issues Facing Chiropractic in the Future.
Lectured, Interns, Cleveland Chiropractic College on Disability Evaluation 1990,1991 and 1992.
Lectured 6th Term students, Cleveland Chiropractic College on Chiropractic Jurisprudence,1992,1993,
1994.
Lectured Interns, Los Angeles College of Chiropractic on Chiropractic Jurisprudence 1992,1993.
Lectured Interns, Los Angeles College of Chiropractic on Evaluation, Diagnosis and Chiropractic
Management of Low Back Pain and Cervical Pain, 1994.
Postgraduate instructor, Cleveland Chiropractic College- Los Angeles preceptor program 1997-1998
1999, 2001, 2003 Commencement Speaker Cleveland Chiropractic College Graduation
2005-2015 Contributing editor to the Annual A.C.A. Coding Solutions Manual
Curriculum Vitae
Bradley J. Sullivan, D.C.
Page Five
COMMUNITY ACTIVITIES:
1994-1995 Treasurer 9005 Cynthia HOA
1995-1997 President, 9005 Cynthia HOA
1994- 2001 Commissioner, City of West Hollywood, Public Safety
( chair 1997-98, chair 1999-2001)
1995 Certified, CA Office of Emergency Services Volunteer Management/Organization
1995-1998 Co -Instructor with Deputies R. Pena & B. Patrick, Red Cross CPR & 1st Aid
1995-1997 Liaison for New Fire Station #7 Project
1995-1996 Public Safety Liaison to Sunset Specific Plan- West Hollywood
1995-1996 Economic Planning Committee, City of West Hollywood
1996 SEMS (Standardized Emergency Management System) Training
1996 Disaster Size Up and Reporting Training
1996 Red Cross Shelter Management 1 & 2
1996 Disaster Management of Immunosuppressed Victims
1996 Emergency Operations Training and Drill
1996 Light Search and Rescue & Size up
1996 Disaster Psychology and De -Briefing
1995-1998 Chair, Founding Member West Hollywood Disaster Volunteer Corp.
2000-2003 Chair, West Hollywood Disaster Volunteer Corp./CERT Team
1996-1997 Member, West Hollywood Pedestrian Safety Committee
2002 Graduate, Federal Emergency Management Agency Academy, MD
1997-2003 Instructor, Community Emergency Response ,first Aid, Disaster Medical Response
Coordination, Triage, City of West Hollywood
Curriculum Vitae
Bradley J. Sullivan, D.C.
Page Six
COMMUNITY ACTIVITIES CON'T:
2000 F.E.M.A/CERT Instructor, Crescenta Valley Sheriff's Station, STEP 2000
2002-2005 F.E.M.A./CERT Instructor, Star Center Sheriff's Academy,
2002 F.E.M.A./CERT instructor Antelope Valley School District and LASD station
2002-2003 Treasurer, Villa Las Brisas Homeowner's Association
2001-07 CERT/Disaster Preparedness Volunteer Lead Instructor, L.A.Sheriff's
Dept./ Homeland
Security/Community Law Enforcement Partnership Program
2002 Received 500 hour recognition pin from L. A. Sheriff's Dept for volunteer service
2008 Retired from L.A. Sheriff Dept Volunteer program with over 2500 hours
2004-2005 Certified Red Cross Instructor First Aid/CPR/AED
2004-2005 Certified Red Cross Instructor CPR/AED for the professional responder
2004-2005 Certified Red Cross Instructor Title 22
2004-2008 President, Villa Las Brisas Homeowner's Association
2005-2007 Cert Train the Trainer Instructor for the CA Regional Community Police Institute
2007-2009 Volunteer, L.A. Sheriff's Dept, West Hollywood Station
2008- Graduate, L.A.S.D. Volunteers on Patrol Academy
2008 Awarded 2000-hour pin from L.A.S.D.
2009-2010 Secretary, Wolf Creek HOA (1806 homes)
2010-2021 President, Wolf Creek HOA (1806 homes)
2016-Present Appointed to Temecula Public Traffic & Safety Commission (Oct 2016 to present)
(Chair of Commission 2018,2019,2020)
Curriculum Vitae
Bradley J. Sullivan, D.C.
Page Seven
COMMUNITY RECOGNITION:
1995 City of West Hollywood, Leadership Award
1996 City of West Hollywood, Outstanding Contribution to Public Safety Award
1997 City of West Hollywood, Disaster Volunteer of the Year Award
1998 City of West Hollywood, Commendation for service during transformer explosion emergency.
1998 County of Los Angeles, Certificate of Appreciation for service during
transformer
Explosion emergency.
1999 City of West Hollywood, Commendation for service as C.E.R.T. Instructor
2000 City of West Hollywood, Disaster Volunteer of the Year
2000 Volunteer recognition from Senator Barbara Boxer for outstanding
leadership in disaster
Preparedness
2004 Presidential Gold Level Service Award from President George W. Bush for
Community Service through volunteer activities with the Los
Angeles County Sheriff's Department, Community Law Enforcement
Partnership Program, Office of Homeland Security.
*** retired from active practice in 2008
4/2021
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 29, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Jeffrey A
First Name Middle Initial
Home Address
Temecula
City
Wittek
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Public/Traffic Safety Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Jeffrey A Wittek
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
See Resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
See Resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
With a decades of local public safety experience, I believe I have valuable perspectives that can be
shared with the Commission.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
In the many management roles held during my government and commercial business careers, I have
proudly and successfully promoted equity, diversity and inclusion. These values are part of who I am and
are evident in all that I do.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Michelle Jackson, Montgomery County (PA) Deputy Director of Public Safety,
mjackson@montcopa.org 2. Lynne Houserman, Corporate VP - Motorola Solutions,
lynne.houserman@motorolasolutions.com 3. Dave Rutan, CEO - Prosites Inc,
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Jeffrey A Witte
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Jeff _Wittek_CV_29Sep22.docx. pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
W I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Jeffrey A Wittek
Jeffrey A. Wittek
Professional Contact Information:
Name: Jeffrey A. Wittek
Title: Chief of Staff, Command Central Software
Company Motorola Solutions Inc.
Address: 42555 Rio Nedo, Temecula, CA 92590
Phone: 951.719-2147
Cell:
Email: Jeff.Wittek@motorolasolutions.com
Personal Contact Information:
Name: Jeffrey A. Wittek
Home Address: Temecula, CA
Home Phone:
Email:
Personal Information:
Date of Birth:
Place of Birth: Kearny, NJ
Citizenship: United States
Passport #:
CA DL#:
Gender: Male
Career Accomplishments:
Initiated and successfully led the transformation of Montgomery County Department of
Emergency Dispatch Services into a county -wide, multi -jurisdictional, multi -agency,
multi -service Public Safety agency serving:
• Approx. 800,000 residents
• 62 municipalities
• 50 Police Departments
• 100 Fire Stations
• 38 Ambulance Squads
o Implemented first 9-1-1 network, consolidating 23 existing answering points into
5 PSAPs
o Implemented first county -wide, multi -jurisdictional, multi -agency, multi -service;
• Computer Aided Dispatch (CAD) and Records Management System (RMS)
• 800 Mhz trunked/simulcast radio network with a dedicated data and
alpha -numeric paging networks
Through solid strategic direction and strong leadership, positioned Airbus DS
Communications as the premier provider of Public Safety 9-1-1 Communications
solutions in North America with greater than 60% market share and approximately
$150M in yearly revenues.
o Led the acquisition of 4 companies, providing significant inorganic growth
o Transformed the company from a family owned business (approx. $20M revenue)
to a multinational corporation (approx. $150M revenue)
Designed many of the largest 9-1-1 solutions in the United States including the City of
Los Angeles, the City of Chicago and the City of New York ... the largest 9-1-1 system in
the world, with more than 1000 call taking positions serving approximately 8.5 million
New York City residents
Founding Member Keystone State Chapter of NENA
Co-chaired Working Group 2 of the Federal Communications Commission's (FCC) Task
Force on Optimal PSAP Architecture (TFOPA). Leadership and contribution was
instrumental in the completion of the TFOPA Report which remains an authoritative
source of information related to Next Generation 9-1-1 (NG9-1-1)
Employment History
Motorola Solutions Inc.
(Formerly Airbus, Cassidian, EADS, PlantCML, Plant Equipment)
Chief of Staff, Command Central Software 2019-Present
Responsibilities include:
Working with and at the direction of the CVP Command Central Software;
• Assist in establishing strategic business priorities
• Drive key business decisions and assist in the communication of said decisions
• Drive successful implementation of critical business initiatives
• Monitor, gather and analyze market and competitive intelligence and communicate
findings to internal stakeholders
• Direct and monitor MSI industry association participation to ensure appropriate
representation
Director, Strategy 2018-2019
Responsibilities include:
• Manage Portfolio Definition team within Software Enterprise Business Operations
• Communicate and promote MSI Software Enterprise strategic direction
• Ensure alignment of sleeve activities with those of the MSI software enterprise
• Investigate new business opportunities
• Develop business relationships and partnerships
• Investigate mergers and acquisitions opportunities
• Monitor and shape market direction
• Gather intelligence and perform strategic analysis
Principal Consultant Strategy
Responsibilities include:
2018-2018
• Communicate and promote MSI Software Enterprise strategic direction within the Call
Handling product sleeve
• Ensure alignment of Vesta activities with those of the MSI software enterprise
• Investigate new business opportunities
• Develop business relationships and partnerships
• Investigate mergers and acquisitions opportunities
• Monitor and shape market direction
• Gather intelligence and perform strategic analysis
Chief Strategic Officer
Responsibilities include:
2012-2018
• With the CEO, establish, communicate and drive corporate strategic direction
• Ensure alignment of Airbus DS Communications strategies with those of the parent
company (Airbus Secure Land Communications)
• Initiate and coordinate decision -making throughout the organization that drives
medium/long-term improvement and growth
• Investigate new business opportunities
• Develop business relationships and partnerships
• Champion innovation to create new business opportunities
• Investigate mergers and acquisitions opportunities
• Monitor and shape market direction
• Gather intelligence and perform strategic analysis
Vice President of Corporate Business Development 2005-2012
Responsibilities include:
• Investigate new business opportunities
• Establish product vision based upon market direction
• Champion innovation to create new business opportunities
• Develop business relationships and partnerships (external)
• Investigate and lead mergers and acquisitions
• Intelligence gathering
• Strategic analysis
Chief Technology Officer & VP of Product Development 2003-2005
Responsibilities include:
• Anticipate market, technology and competitive changes to maintain Airbus leadership
• Establish and lead execution of technology strategy for Airbus systems and platforms
• Develop technology relationships and partnerships (external)
• Lead and manage technology team responsible for research and development
• Lead and manage development team responsible for development of all products
• Establish technical standards and monitor product develop adherence
• Personnel management (approx. 150 employees)
• Budget development and oversight (approx. $18M)
Vice President Product Management 2002-2003
Responsibilities include:
• Strategic direction of all PEI products and product lines
• Establish direction of Product Development organization
• Management of Product Line Management organization
• Personnel management (approx. 15 employees)
• Budget development and oversight (approx. $1.5M)
Director of Product Marketing
Responsibilities include:
2000-2002
• Strategic direction of all PEI product communications and marketing campaigns
• General and technical management of Product Line Management organization
• Personnel management (approx. 10 employees)
• Budget development and oversight (approx. $1M)
Senior Systems Engineer — Integration Services 1998-2000
Responsibilities include:
• Engineer, document and execute custom solutions integrating various, disparate PSAP
subsystems
• Software Development
• Statement of Work Development
• Contract Development, Execution and Oversight
• Personnel management (approx. 10 employees)
• Budget development and oversight (approx. $1M)
Montgomery County (PA) Department of Public Safety
Director of Emergency Dispatch Services 1991-1998
Responsibilities include:
• Delivery of all Public Safety communications services including Police, Fire and EMS
• Management of all mission critical County systems and services;
1. Radio networks
2. Data networks
3. Telephone networks
4. Enhanced 9-1-1
5. Emergency dispatch
6. Computer Aided Dispatch (CAD)
7. Records Management (RMS)
8. Alarm and security
9. Emergency operations center
• Development of division goals, objectives, policies, procedures
• Personnel management (approx. 200 employees)
• Budget development and oversight (approx. $16M)
Deputy Director for 9-1-1 Operations 1990-1991
Responsibilities include:
• 9-1-1 System planning, design, specification, purchase and implementation
• CAD System planning, design, specification, purchase and implementation
• Development of 9-1-1 Policies and Procedures
• Development of State required 9-1-1 Plan
• Budget development and oversight (approx. $3M)
Deputy Director for Telecommunications 1988-1990
Responsibilities include:
• Design, specification, implementation and management of county telephone equipment
and network for both voice and data communications
• Estimate telecommunications costs for budget development
• Complete oversight of daily telecommunications systems operation
• Personnel management (approx. 5 employees)
• Budget development and oversight (approx. $1M)
Public Safety Supervisor 1986-1988
Responsibilities include:
• Supervision of a 37 person dispatch platoon to insure accurate and timely dispatch of
emergency services (Police, Fire, EMS) to reported emergencies.
• Operation of the Computer Aided Dispatch (CAD) and Records Management (RMS)
• Operation of Police, Fire and EMS radio networks
• Operation of law enforcement computer systems (CLEAN/NCIC)
• Operation of audio logging systems
• Insure adherence to Division policies and procedures
• Personnel management to include staffing, assigning job responsibilities and discipline
when appropriate
Public Safety Telecom municator 1979-1986
Responsibilities include:
• Receive, expeditiously/accurately process and dispatch emergency calls for service from
the public
• Coordinate and assist field response units (Police, Fire, EMS)
• Operate CAD, Radio, Law enforcement network (CLEAN) subsystems
• Operate CAD, Radio, Fire/EMS network subsystems
Education:
High School: Cheltenham High School 1976
University: Drexel University (BSEE) 1980
Professional Certifications:
• National Emergency Number Association (NENA) Emergency Number Professional (ENP)
Professional Memberships and Recognitions:
• Next Generation 9-1-1 (NG911) Institute - Member
• National Emergency Number Association (NENA) - Founding member of Keystone State
Chapter (Pennsylvania)
• Association of Public Safety Communications Officials (APCO) - Member
• Industry Council for Emergency Response Technologies (iCERT) - Policy Committee
Member & Public Safety Communications Interoperability Working Group Member
• Federal Communications Commission (FCC) - Task Force on Optimal PSAP Architecture
(TFOPA) member, Working Group 2 Co -Chair
• FCC Communications Security, Reliability, and Interoperability Council (CSRIC) VII
Participant - Work Groups 1 & 4
• FCC Communications Security, Reliability, and Interoperability Council (CSRIC) VIII
Participant - Work Groups 4
• IJIS Institute Emergency Communications and Response Advisory Committee (ECR-AC)
• NENA NG9-1-1 Interoperability Oversight Commission (NIOC) - Commissioner
• Recognized as one of the "50 Most Influential People in 9-1-1" by West Public Safety
(https://www.west.com/blog/safety-services/50-influential-people-911/#.WvNajPVpSGg
.link in)
Interests:
Family, Pets, Outdoor Activities
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 11, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Ryan _ Bradley
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Ryan Bradley
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
See Resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
See Resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I believe it's imperative we give back to our communities in whatever capacity we can. We after all can be
part of the solution or part of the problem. I choose to impact my communities by serving as an HOA
president, sitting on a healthcare policy board and volunteering in leadership positions at San Diego
LGBTQ Pride. I review all the planning commission reports, interact with our council -members and I'm not
ready to be part of what makes our community great -civic engagement.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Absolutely. Diversity is what makes this country and our town great and it's imperative we remain a
community that is accepting of all its residents. As a potential board member I would make sure to
represent the diverse views of our community to the best of my abilities.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Tracy Tellefson, VP of Network, Alignment Health Plan, Steven Hull,
Consultant, Infor, Michele Ivey, Sales Director, Aetna, -
Self -Selection Options
Ryan Bradley
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Ryan Bradley Updated_ Resume_2022.docx
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Ryan Bradley
San Diego, CA -
• Linkedln
HEAD OF SALES & DISTRIBUTION
Growth Strategist I Revenue Generation I Sales Cycle Management
Insight -driven, multi -faceted, goal -oriented professional with a proven track record of
successfully generating strategic pipelines of brand -loyal customers, shaping top -tier teams of client -
facing associates, cultivating high -touch relationships with healthcare industry clients, and identifying
tactical opportunities to drive sales and penetrate new markets.
✓ Proficient in consultative sales, business development, account management, lead generation,
pipeline management, product development, and negotiations.
✓ Leads with drive and purpose, aligns teams toward common goals and tactical objectives
using a top -down servant leadership approach. Continually challenges and inspires team
members to meet or exceed their professional potential.
✓ Time -tested strategist, growth catalyst, and sales closer; employs a solution -based,
value-added, and consultative approach to identify pain points, anticipate client objections,
overcome customer hesitancy, and effectively differentiate corporate products vis-a-vis the
competition.
..........................................................................................................................................................................................................................................................................................................................................
Strategic Planning &
Execution _ Relationship & Partnership
Client Acquisition & = Building _ Up -Selling & Cross -Selling
Retention _ Cross -Functional Collaboration Marketing & Business
Sales Pipeline Management Analytical Problem Solver _ Development
Account Management & Top -Tier Communicator & _ New Market Penetration
Growth = Negotiator Healthcare Industry Expertise
Product Development & = Product Commercialization & Team Leadership & Development
Ownership _ Launch
,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, .............................a
2008 to Present • AETNA INC. • San Diego, CA
Managed healthcare company that sells traditional and consumer directed insurance and related services. Acquired by
CVS Health in 2018.
Head of Sales & Distribution (2017 to Present)
Own the full sales cycle for a suite of products within Aetna's portfolio of healthcare product, plans, and
services; drive the successful marketing, distribution, commercialization, and launch of key healthcare and
insurance programs to maximize product adoption, shape a differentiated customer experience, and
achieve established revenue and KPI goals.
Core Contributions:
• Partnered across legal, regulatory affairs, finance, and operations teams to develop, launch, and
manage the Attain program, an innovative, smartwatch-based member engagement program
designed to inspire physical activity and reduce overall claims.
• Piloted the Attain program with 500K+ national consumers; successfully scaled to 2.5 million medical
members within 12 months of product launch.
• Achieved 150+ plan sponsor purchases over a 24-month period across all geographic regions and
target market segments.
• Owned, managed, and launched Aetna's AFA (Aetna Funding Advantage) Small Group watch program
across 34 states; scaled to 40K+ watches in under 12 months.
• Designed integrated sales tracking, management, and enrollment processes to scale operations and
accelerate progress toward growth objectives.
• Created new metrics to evaluate product performance, identify gaps, and capitalize on improvement
opportunities.
• Established new compensation and field tools to support rapidly expanding product sales.
• Built mentor-mentee relationships with individual talent; trained in account management best
practices.
• Scaled Attain program members from 130 in 2020 to 250+ in 2021.
• Established and managed the full customer service experience to support Attain's launch in 2019;
mapped the customer journey, sourced a pre- and post -enrollment vendor, optimized all customer
touchpoints, created customer -oriented teams and policies, and employed an educational and
partnership -based approach to resolve concerns and deliver a seamless customer experience.
Relationship Manager (2015 to 2017)
Sales Executive (2008 to 2015)
Cultivated and nurtured high -touch relationships with key brokers, agencies, and business partners to
promote a portfolio of insurance products (Individual Voluntary, Medicare, and Small Group) across the San
Diego, Inland Empire, Orange County, and Los Angeles markets. Managed and developed assigned
territory to achieve established revenue and margin goals.
Core Contributions:
• Drove the commercially successful launch of Aetna's AARP
Essential Premier Health Insurance portfolio; scaled into the
highest performing market in the country by identifying best -fit '
agents, training them into top producers, communicatingEEMS
"-
product benefits and differentiating factors, and providing _ 'S
continuous product education.
• Launched and managed Aetna's 2"d major Accountable Care
Organization (ACO), a partnership between Aetna's health plan
and PrimeCare's network of providers, to raise awareness of the
PrimeCare product line.
• Delivered group presentations to promote Aetna products to the Medicare direct -to -consumer market;
conducted beneficiary home visits and presented at CMS filed sales meetings, among others.
• Achieved up to 140% of Individual Voluntary quota and 150% of Medicare quota over tenure.
• Recognized with the 'Top Sales Executive' status for 2013 in the Employer Group category.
• Ranked within the Top 5 in the Employer Group category for 2014.
• Recognized as 'Top Relationship Manager' in State for exceeding 2015 metrics.
• Cultivated a 360-degree overview of the industry, including: growth drivers, regulatory environments,
product commercialization, and go -to -market strategies.
2006 to 2008 • REPP-GARTNER INSURANCE INC. • San Diego, CA
Insurance agency located in San Diego, CA and pioneer in insurance lead management.
La Jolla Senior Health Insurance Broker
Conducted 100+ warm and cold calls on a daily basis to promote health/life insurance products across a
30-state region and drive client pull -through. Processed client applications and compiled insurance -related
documentation.
Core Contributions:
• Ranked #1 in New Business Sales for 13 consecutive months.
EARLY CAREER:
Bauer Insurance Services • Poway Health Broker (2006-2007)
Cornerstone America • Insurance Agent (2005-2006)
SOUTHERN NEW HAMPSHIRE UNIVERSITY • Bachelor of Science (BS), Business Administration
(Graduation August 2022 1 3.846 GPA)
MESA/MIRAMAR COLLEGE • Coursework in Marketing and Psychology
Vice President of Membership I Desert Cities Association of Health Underwriters I June 2014-Current
Vice President of Membership & Retention I Inland Empire Association of Health Underwriters I June 2014-
June 2017
Membership Chair I Orange County Association of Health Underwriters I June 2012-June2014
Started 2nd statewide implementation of Young Agent Health Underwriters program (YAHU) Membership
Chair I Toastmaster's International I August 2009-August 2010
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 02, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Maricel _ Braga
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
see resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
see resume
Maricel Braga
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
see resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
see resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
Planning Commission: I have a B.S. in City and Regional Planning with additional training in Real
Property Development from Cal Poly, San Luis Obispo College of Architecture & Environmental Design. I
began my career in planning as an intern with the City of Temecula, while completing my B.S. Since then,
I gained additional experience in planning, land use, and development while serving at the City of Solana
Beach and County of San Diego engineering, public works, planning, and land use departments. I
currently serve as a faculty member at Yale University where I am a Lecturer for the Yale School of Public
Health. Since the pandemic, I have been fortunate to teach my students remotely since 2020. In addition
to Yale, I served as a built environment and public health researcher at Harvard University, where my
research focused on the impacts of land use, urban design, and the built environment on health and
wellbeing. I believe a person with my direct experience, background, skills, and knowledge would prove to
be an asset and valuable addition to the Planning Commission. I have been a resident of Temecula since
2011 and prior to that a resident of Murrieta from 2005-2008. I look forward to putting my skills and
experience in action as a Planning Commissioner. A more detailed description of my qualifications can be
found in my attached resume. Race, Equity, Diversity, and Inclusion Commission: As a current faculty
member and Lecturer at Yale University, I teach equity, diversity, inclusion, and belonging as part of my
curriculum at the Yale School of Public Health. It would be a pleasure to put my skills and experience in
action as a member of the Race, Equity, Diversity, and Inclusion Commission. As mentioned above, I am
a trained City and Regional Planner with a professional background in municipal government. I have been
a resident of Temecula since 2011 and prior to that a resident of Murrieta from 2005-2008. A more
detailed description of my qualifications can be found in my attached resume.
Value Statement
Maricel Braga
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
In every decision and every process and procedure of city government, equity, diversity, and inclusion
should remain front and center and a top priority for every high functioning organization, especially city
government. Cities should seek to not only be equitable in writing but in practice. In so being, governing
bodies, commissions, and boards should be a reflection of their city's diversity. As an Asian -American and
professionally trained city and regional planner, I would proudly serve as a representative of the Asian -
American community of Temecula as a Commissioner. As a current faculty member and Lecturer at Yale
University, I teach equity, diversity, inclusion, and belonging as part of my curriculum. As a
Commissioner, I will continue to place a prime focus on these important values to help build a more
inclusive and equitable community that promotes the diversity of its residents.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Deacon Jim Vargas, President & CEO, Father Joe's Villages (contact info upon request) Dr. Robert
Dubrow, Faculty Director, Yale School of Public Health (contact info upon request) Jodessa Braga, Health
Partner, Apple (contact info upon request)
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Maricel Braga
Question ap lies to multple boards
Maricel_9raga 8
_City of Temecula.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
Ff I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Maricel Braga
Maricel Braga, ALM (c)
Lecturer, Climate & Health
Yale School of Public Health
EDUCATION
Harvard University Master's Degree
2022 A.L.M., Sustainability & Environmental Management
Emphasis: Environmental Policy & International
Development
Yale University Certificate in Climate Change & Health
2019 Yale School of Public Health
Loma Linda University Master of Public Health Summer Immersion Program
2018 MPH scholarship recipient
Cal Poly, San Luis Obispo B.S., City & Regional Planning
College of Architecture & Environmental Design
Emphasis: Sustainability & Urban Design
Minor: Real Property Development
Honors:
Award for Academic Achievement & Planning Excellence
American Planning Association
TEACHING, ACADEMIC APPOINTMENTS & RESEARCH EXPERIENCE
Yale University Lecturer
2020 — Present Yale School of Public Health
New Haven, CT — remote Course: Introduction to Climate & Health
o Teach 90-120 graduate and professional students per semester. Conduct and facilitate seven one -
hour live instruction class sessions per week.
o Develop course curriculum. Coordinate and prepare weekly course materials and
lessons plans. Hold virtual office hours. Grade and evaluate student assignments.
Advise students on academics and professional development.
Harvard University Research Project Coordinator
2019 — 2022 Harvard T.H. Chan School of Public Health
Boston, MA — remote Center for Climate, Health & the Global Environment
o Served on a research team under the direction of White House National Climate Advisor and former
US EPA Administrator, Gina McCarthy.
o Serve as project manager on the Building Climate Resilient Communities project. Manage a
budget of $5 million for research, development, and implementation.
o Serve as the project lead and manage all project functions including research,
administration, communications, grant writing and public engagement with external
partners, community stakeholders, and media.
Harvard University
2019 — 2022
Research Assistant, Healthy Buildings
Harvard T.H. Chan School of Public Health
o Studied relationship between indoor environmental quality, temperature extremes,
human behavior, and wellbeing
o Independently conducted research, analysis, impact studies, and vulnerability
assessments. Analyzed and organized city-wide data sets and conducted extensive data
and statistical analysis via R.
o Synthesized complex research and data analysis. Developed strategic communications
and messaging for key policymakers, scientific and general audiences; coordinated
stakeholder engagement and communications.
RECENT PRESENTATIONS
County of San Diego, Health & Human Services
Presenter & Invited Speaker I Live Well Advance Annual Conference
"Climate Change and COVID-19: Exploring Connections between the Climate Crisis
and the Global Pandemic"
American Public Health Association
Organizer, Presenter & Invited Speaker I Environment Section
"Opportunity & Environmental Justice for All: A Place at the Table - Participatory
Planning & Cross -Sector Collaboration for a Healthy, Just, Equitable, and Sustainable
Future"
Organizer & Invited Panelist I Environment & Physical Activity Section
"The Benefits of Green Space and Outdoor Physical Activity on Mental Health"
PROFESSIONAL LEADERSHIP
AMERICAN PUBLIC HEALTH ASSOCIATION - Environment Section
Co -Chair of the Building Healthy Communities Committee, 2019-2020
• Serve as co-chair and co -led a committee of over 150 public health professionals
dedicated to building healthy, sustainable, and equitable communities.
• Presided and facilitated quarterly conference calls with committee members, guests,
and invited speakers.
Coordinated programs and events for networking and continuing education among
public health and urban planning professionals, policymakers, practitioners, and
researchers. Cultivated and developed strategic partnerships with local, regional, and
national interest groups, stakeholders, businesses, sponsors, and donors.
As newsletter editor, established and produced a monthly committee newsletter for
internal and external circulation improving and increasing member engagement and
outreach.
Environmental Justice & Built Environment Liaison
2018 - 2020
Served as liaison and point of contact for two subcommittees in the APHA Environment
Section (Environmental Justice and Building Healthy Communities). Conducted
stakeholder outreach and engagement. Cultivated and maintained stakeholder,
community, private and public sector relationships and partnerships.
Created, developed, and coordinated panel sessions, town hall events, and
presentations. Organized and coordinated volunteers in event planning and logistics.
Contributed to environmental policy analysis, development, and proposals.
Abstract Reviewer & Panel Organizer
2018 - 2020
Facilitated and conducted abstract review of scientific research and papers for APHA
Annual Meetings.
Coordinated engaging and educational scientific and general audience sessions and
events for the APHA Annual Meetings. Invited guest speakers and experts to participate
and present in panel sessions.
OTHER EXPERIENCE (PRIVATE & PUBLIC SECTOR)
Chavez Braga Productions
Owner & Co-founder, Marketing & Business Development
La Jolla, CA & Manila, Philippines 12010 - Present
Built a family -owned startup into a thriving international hospitality, event
management, hospitality, and real estate investment business based in California and
the Philippines, serving international and corporate clients.
Corporate clients include University of California, San Diego; Irwin M. Jacobs
(Qualcomm Co -Founder); La Jolla Playhouse (Tony Award -winning theatre);
Williams -Sonoma (national retailer); and Shake Shack (global restaurant chain).
Current real estate investment and development project: sustainable health and
wellness resort and community development in the Philippines.
Climate & Culture Social Media Reporter
San Diego & Los Angeles, CA
2015 - 2019
Featured Interviews:
• Interviewed Lawrence O'Donnell ("The Last Word" on MSNBC) on the politics of
climate change and its effect on voting and the upcoming presidential election, April
2019.
• Interviewed Bill McKibben of 350.org on building climate action at the grassroots
level, March 2019.
• Profile interviews with Natalie Morales (NBC journalist), Leslie Odom, Jr. (Hamilton
on Broadway actor and singer), and authors Frances Mayes (Under the Tuscan Sun)
and Jen Sincero.
DIOCESE OF SAN DIEGO
Cantor
The Immaculata
San Diego 1 2015-2017
• Serve on staff as the lead vocalist and soloist for all church services.
Director of Young Adult Music Ministry
Mary, Star of the Sea Catholic Church
La Jolla, CA 1 2010-2015
• Serve on staff, directing and coordinating the music liturgy and young adult musicians
and instrumentalists for weekly church services and special events.
COUNTY OF SAN DIEGO
Land Use and Environmental Planning
San Diego, CA 12011
• Conducted and managed all phases of the environmental and development review
process for incoming planning projects, including permit processing and approval,
environmental impact assessments, environmental impact reports, and initial
research studies.
• Assisted in managing the Multiple Species Conservation Program ensuring compliance
with federal and state policies and regulations.
• Prepared reports and created graphics, maps, and charts for use in public workshops
and presentations before the public, stakeholders, staff, department chiefs, planning
director, and board of supervisors.
• Interfaced with multiple publics and County departments on a daily basis. Answered
inquiries from the general public concerning issues and questions about planning,
zoning, and development of property and community via phone and email. Assisted
customers in -person at the Zoning and Permit Processing Counter regarding project
processing, application procedures, zoning codes, laws, and ordinances.
CITY OF SOLANA BEACH
Solana Beach, CA
Environmental Programs Assistant
2009
• Aided City Manager in implementing local ordinance to ban the use of plastic
bags in Solana Beach.
• Drafted an internal Environmental Purchasing Policy for the City of Solana
Beach, reducing environmental impact and operational costs, and increasing
energy savings.
• Conducted field and on -site investigations and evaluated compliance with storm water
protection, pollution prevention, and local coastal management program policies and
regulations.
CITY OF TEMECULA
Temecula, CA
Planning Intern
2007, 2010
Aided in the development of city-wide sustainability and green building policies.
Assisted customers in -person at the Planning Counter regarding project processing,
plan review, application procedures, zoning codes, laws, and ordinances.
Answered inquiries from the general public concerning issues and questions about
planning, zoning, and development of property and community via phone and email.
SELECTED PLANNING PROJECTS
CPSU Research & Development Park Proposal
Proposed a research development and technology campus on a 40-acre site owned by the City
of San Luis Obispo in accordance with the City's ten-year development goals and objectives.
The project represented ten weeks of intense research and creative design that was used to
develop a preliminary plan for the site. Dealt with issues including public/private partnerships,
mass transit systems, environmental mitigation, habitat conservation, and airport land use
restrictions.
Results & Deliverables:
• Redevelopment proposal and preliminary site plan for a sustainable research
development campus in partnership with Cal Poly, San Luis Obispo, City of San Luis
Obispo, and relevant businesses and companies, which included: a convention and
exhibition center, tech hub classrooms and laboratories, incubator business center,
offices, restaurant, retail, and hotel.
• Initial Environmental Study (IES) and Environmental Impact Report (EIR); Case
studies; Project feasibility study
• Public presentation of proposal and research findings to City officials, community
members, and general public.
Nipomo 2030 Community Vision Plan
Prepared a community vision plan for the future growth of Nipomo in the San Luis Obispo
County, which included: a complete and thorough technical background report and evaluation
of the community and surrounding region, its current public infrastructure, services, and
amenities, and a separate development blueprint for 2030 in accordance with County and
community development goals and objectives.
Results & Deliverables:
• Comprehensive vision plan and development proposal for the unincorporated city of
Nipomo for its 2030 Community Vision Plan.
• Conducted and organized a series of community visioning workshops, community
meetings and interviews with County planners, residents, businesses, and community
stakeholders.
• Land use survey and study; housing and economic studies; traffic and circulation
studies; design concept plans, site plans, and proposal for sustainable planning and
urban design methods.
Traver, Tulare & King County Vision Plan
Prepared a community vision plan focused on providing affordable housing in a mixed -use
commercial and residential development concept, including a flood -plain improvement plan, in
a rural and agricultural community prone to flooding. Performed housing and economic
studies, land use surveys, traffic and circulation studies; conducted site visits; prepared concept
plans; prepared site plan; prepared development proposal for future residential neighborhood
for the town of Traver incorporating a flood plain plan; used GIS, SketchUp, and AutoCAD to
prepare digital plans and models; prepared hand -drawn sketches of illustrative concepts for
community workshop presentation.
Results & Deliverables:
• Developed plan for affordable housing with mixed -use concept for the largely migrant
farmworker and low-income community.
• Conducted a series of community workshops, community meetings and interviews with
County planners, residents, businesses, and community stakeholders. Flood -plain
improvement plan; land use survey and study; demographic, housing, and
socioeconomic studies.
MENTORING EXPERIENCE
Mentor to a Yale University Master of Public Health student (2020 - present)
Mentor to a University of California, San Diego exchange student from Brazil, taught
him English and mentored him as he completed his Bachelor of Science in Engineering
(2015 - present)
Undergraduate Student Advisor and Residential Assistant Dean, Cal Poly, San Luis
Obispo: advised over 200 undergraduate students under my direct supervision.
COMMUNITY LEADERSHIP & ADVOCACY
• Climate Reality Leadership Corps, 2020 - present
• Planner's Advocacy Network, 2018 - present
• Citizen's Climate Lobby, Climate Advocate, 2018 - present
• Young Catholic Professionals, Parish Ambassador, 2016 - present
• Rady Children's Hospital, Social Advocate, 2016 - 2019
SKILLS SUMMARY
Courses: Urban Design Studio I -III; Urban and Environmental Planning Methods;
Environmental Design & Sustainability; Urban Policy; Population, Housing &
Economic Studies; Environmental Law & Policy; Collaborative Planning; Plan
Implementation; Land Use & Transportation; Planning for Multiple Publics,
Planning GIS; Community Design Lab; Development Review & Entitlement;
Fiscal & Project Feasibility; Conservation Biology; Critical Analysis of
Environmental Systems; Foundations of Sustainable Development;
Sustainability and Environmental Management
Technical: ArcGIS, RStudio, AutoCAD, SketchUp, Adobe Creative Suite (InDesign,
Illustrator, Photoshop), MS Office 365 (Word, Excel, Outlook, PowerPoint);
WordPress, Mailchimp, Zoom, Cisco Webex, Basic HTML & CSS.
INTERNATIONAL EXPERIENCE
Languages: Bilingual in English & Tagalog; Four years of formal language instruction in
Japanese
Residencies: Japan (6 years full time); Philippines (4 years full time, 20+ years part time)
Travel: Singapore, Indonesia, Hong Kong, Thailand, Malaysia, South Korea, Portugal,
Spain, UK, France
Additional Credentials (in progress): LEED Green Associate, September 2022
U.S. Green Building Council
WELL AP, September 2022
International WELL Building Institute
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 28, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Amanda
First Name Middle Initial
Home Address
Temecula
City
Clauss
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Amanda Clauss
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
I am new to city government and looking to get involved.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Women in Defense - Greater Los Angeles Chapter (held several board positions) Big Brothers Big Sisters
of Monterey County - Volunteer
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I'm concerned about the amount of discrimination I have seen in this city towards people of color and
LGBTQ communities. I want to lend my time and voice to help make Temecula a safe haven for diverse
peoples. I certainly benefit from significant privlege and for too long have remained silent. I want to help
where I can and try to make this city great for all marginalized and historically disadvantaged groups.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
These are values I hold sacred in my day to day life and if elected I would seek to continuously learn,
educate and support any EDI initiatives facing our city. I believe the key here is remaining open,
compassionate and educated and directing that energy into action to support a more diverse city.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Meredith Gleason - Clinical Psychologist, Nathan Clauss -
Recruiter, nate@newlvlrecruiting.com Nicole Tollefsrud - Brand Manager, -
Self -Selection Options
Amanda Clauss
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Amanda _C lauss_Resu me. pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Amanda Clauss
Amanda Clauss
Managing Partner - Aerospace & Defense at EXEC -CONNECT
Los Hngeies ivietropoman area
Summary
Focused on bringing top C-level talent to clients with targeted
research and unparalleled A&D industry experience. As a seasoned
recruiter, Amanda has built a vast network in the aerospace, defense
and high-tech manufacturing industries placing Director, VP, and
C-level roles across multiple functions. Since joining the search
industry in 2008, Amanda's areas of expertise have included
aerospace, defense, national and homeland security, and industrial /
high-tech manufacturing. She has proven skills handling multiple
priorities, establishing productive relationship -driven networks,
evaluating and improving the effectiveness of project teams and
delivering impactful results.
Recent Search Assignments by Industry:
Aerospace, Defense, Power Generation, Aircraft Subsystems,
Industrial Automation, Oil & Gas, Precision Machined Parts,
Components Manufacturers - Mechanical and Electrical, Technical
Services Providers, Human Factors, Composites Manufacturing,
Systems Engineering, GPS, Test Instrumentation, Military Textiles,
Hypersonics, Engineering Services, MRO, General Aviation, UAV/
UAS and UAM, Simulation, Missile Systems
Experience
EXEC -CONNECT
Managing Partner - Aerospace & Defense
January 2020 - Present (2 years 9 months)
Morgan Samuels
Principal - Aerospace, Defense, & Industrial
September 2018 - January 2020 (1 year 5 months)
^rester Los A .
EXEC -CONNECT
Managing Partner, Aerospace & Defense Practice
Page 1 of 3
March 2016 - December 2018 (2 years 10 months)
Long Beach, CA
As the Managing Partner of EXEC-CONNECT's Aerospace and Defense
Practice, Amanda handled project management, C-level placements, business
development and recruitment for the firm.
Boyle Ogata Bregman Executive Search (BOB Search)
8 years 1 month
Vice President
December 2012 - February 2016 (3 years 3 months)
BOB Search is a retained executive search firm that brings leaders to smart
companies. Our proprietary process and boutique search firm style give us a
competitive edge over larger firms.
Trained to become the next generation leadership of the company, functioning
as a managing partner. Responsible for the overall project management
of a search, which includes: researching, recruiting, elevating, screening,
interviewing, developing, packaging, presenting, offering and closing
candidates. Additional tasks include marketing support, strategic business
planning and business development work.
• Expert in recruiting highly technical and difficult to fill roles within military
aerospace, defense, hi -tech manufacturing, and industrial sectors.
• Reengineered work -flow and installed a Applicant Tracking System (ATS)
that transformed the company and dramatically increased efficiency.
• Created targeted business development campaigns focused on key industry
segments. Attended and hosted numerous industry events and participated in
professional organizations like NDIA, WID, SHRM, ACG, etc. Answered and
assessed all incoming business inquiries.
• Trained by CEO to take over all day to day activities related to running the
business, including: client relationship management, contract negotiations,
sales, search execution, coaching and all internal office issues.
• Formulated and drove strategies to brand and market the company within the
aerospace and defense market.
• Led the SWOT analysis and participated in yearly strategy meeting for the
business.
Program Manager/Marketing Director
February 2008 - December 2012 (4 years 11 months)
Orange County
Page 2 of 3
Executed program management duties to support firm partners and recruiters
on search assignments. Developed marketing strategies and initiatives.
Above & Beyond Assistance
Owner
2006 - 2008 (2 years)
I'CAUI iC % uvc, ,,i ,
Chateau Julien
Manager of Sales and Technology
2004 - 2006 (2 years)
Carmel Valley, CA
Education
California State University, Monterey Bay
B.A., Human Communications, Minor Pre -Law • (2001 - 2004)
Argosy University Los Angeles
MBA, Marketing • (2009 - 2010)
Page 3 of 3
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 24, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Stacia _
First Name Middle Initial
Home Address
Temecula
City
Deutsch
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Stacia Deutsch
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
See Resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
See Resume.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
My husband and I moved to Temecula three years ago to find the lifestyle we couldn't find in Orange
County. My husband is an insurance agent and I am a writer. We came to Temecula so that he could
have horses on our property and be part of the equestrian community while I wanted an inspirational
setting to continue writing books for children. There's little I miss about Orange County, except that there I
had the opportunity to engage in culturally diverse platforms both as a writer, and in my role as a rabbi. I
am a rabbi by education and training and Judaism informs how I think, how I've raised my children, and
the values I embrace. My communal involvement in Temecula has led to opportunities to meet people
from other traditions, backgrounds, and cultures. We have so much to learn from one another and this is
where my role as writer connects my two passions. Everyone has a story to tell about how their family
arrived in the valley, whether recently or generations ago. In fact, I was thrilled to discover that Jews have
lived here for centuries. My drive to learn more about Temecula's generationally diverse population
motivated me to join the Temecula Valley Historical Society. Volunteering there has connected me to
passionate historians and incredible classes of school children and their families. (Come watch me run
the laundry station!) I see the opportunity to serve on the REDI committee as a natural extension of my
lifelong commitment to learning, teaching, engaging and contributing toward a more respectful, equitable
and inclusive world. The past informs our perspective while our vision provides a blueprint for the future
we build together. Whenever people face racism, antisemitism, and inequality in Temecula, our communal
response should be to seek peace, understanding, and when appropriate, justice. By contrast, we also
need to recognize and acknowledge what's going right and spotlight those who mentor and exemplify the
values the REDI Commission seeks to strengthen and promote. Our city's motto is "Old Traditions, New
Opportunities" — each time I see that sign, I acknowledge that words matter. This grand value speaks to
the people who live here and the way we embrace one another. There are so many "new opportunities" in
Temecula. As a rabbi, a writer, an educator, a history -buff, mother of four, and the wife of a local
equestrian, it would be an honor to serve on the REDI Commission and add my unique voice to the on-
going story of our city.
Value Statement
Stacia Deutsch
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
Over the past twenty years, I have shared my Jewish heart as an ordained rabbi and found my voice as a
New York Times Bestselling children's book author. I use storytelling to educate and expand horizons. I
share narratives of experience, culture, inclusion, and diversity with young people, both through the
written word and in classrooms as a guest speaker. I cannot be a writer without working hard to view the
world from someone else's perspective and I cannot be a rabbi without understanding that faith and social
justice are inextricably linked. Since my ordination, I have served as clergy in Jewish communities and
worked broadly in community outreach. I see pro -diversity policies as those which recognize the value of
all people, regardless of race, creed, color, or sexual identity. Inclusion, to me, is about making people
feel welcome, respected, supported, and valued. The time I spend writing for young people is simply an
extension of my career as a rabbi and Jewish scholar. As a member of REDI, I look forward to bringing my
life experience, professional training, core values, and creativity to the commission. My goal would be to
ensure that Temecula remains a city that continues to wrap itself in the tapestry of cultures, histories, and
experiences of those who live, work, and visit here.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Barak Berlin, Staff Attorney at Inland Counties Legal Services, barak@berlinlawgroup.com,
Rebecca Farnbach, Past President of the Temecula Valley Historical Society,
Beth Krom, former Irvine City Council member and two-time mayor,
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Stacia Deutsch
Attachments
Question applies to multiple boards
Resume_ For_REDI 1 .pdf
Resume - If you wish to attach a resume. please do so
here.
Question applies to multiple boards
BarakBerlin Rec REDI2022.docx
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Stacia Deutsch REDI recommendation.docx
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
V I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Stacia Deutsch
Rabbi Stacia Deutsch
Temecula, California
Education
Hebrew Union College -Jewish Institute of Religion
Rabbinic Ordination, M.A.H.L • Cincinnati, Ohio 06/1995
Doctor of Divinity awarded 2021
Western State Univeristy
M.F.A. in Genre Writing • Gunnison, CO 05/2013
Scripps College
B.A in Religion Studies • Claremont, CA 05/1990
About
Ordained rabbi since 1995• Worked in Jewish congregations in Victorville, CA. Prescott, Arizona, Muncie, Indiana, and
Dayton, Ohio. Lead educational programs in Cincinnati, Ohio, Los Angeles and Irvine, California.
Currently the author of more than 350 childrens books. Written for Scholastic, Simon and Schuster, Little Brown,
Callisto/Rockridge Press, Albert Whitman, Harper Collins, Penguin, Ameet, and others. More than a million total copies
sold. Website: www.staciadeutsch.com
Experience
Communication Committee, Congregation Havurim/ B'nai Chaim Synagogue, Murietta, CA. 2022.
Board Member and Volunteer for School Group Visits, Temecula Valley Historic Society, 2021-present.
Volunteer Essay Coach, College Bound Grad Lab, Girls Inc of Orange County, 2019-present. Help first generation and
underserved students with college essays.
Member Hadassah Organization for Jewish Women and Group Leader for Women's Investment Affiliated Club. 2018-
present.
Faculty, Society of Children's Book Writers and Illustrators writing conference, Idyllwild, CA 2022.
Visiting Professor in Popular Genre Fiction, Western State Colorado University, Genre Fiction. Thesis advisor and
instructor in Short Form Fiction. 2014-2016.
Volunteer Counselor, Sharsharet, an outreach organization for Jewish Women facing breast cancer diagnosis. 2010-
2012.
Director of Outreach Education, Hebrew Union College -Jewish Institute of Religion, 1998-2003. Cincinnati and Los
Angeles campuses. Arranged programming for Jewish community leaders from small towns and underserved areas.
New York Times Best Selling Novels
Friendship Code: Girls Who Code, Grosset and Dunlap, Summer 2017.
The Smurfs Junior Movie Novelization, Simon and Schuster and Columbia Pictures, Summer, 2011.
Cloudy with a Chance of Meatballs, Simon and Schuster and Sony Pictures, August, 2009.
A Few Select Titles
Blast to the Past, Historical Fiction Time Travel, Simon and Schuster. 8 novels: Lincoln's Legacy, Bell's Breakthrough,
Disney's Dream, King's Courage, Franklin's Fame, Washington's War, Sacagawea's Strength, BEesy Ross's Star.
The Jessie Files: Boxcar Children Mysteries, 4 original novels, Albert Whitman, 2023.
"Time Travel Bar Mitzvah" Coming Of Age Anthology, Albert Whitman.
Friendship Code: Girls Who Code, 2 novels, Grosset and Dunlap.
Lego Ninjago and Lego City Short Stories, Ameet.
Hot Pursuit: The Schwerner, Chaney, and Goodman Civil Rights Story, Kar-Ben. A Sydney Taylor Notable Book for Older
Readers.
• More atwww.staciadeutsch.com
• Twitter: @a Staciadeutsch
• Instagram: Staciadeutsch_writes
Sample Articles
"Lessons from the Chemo Room," Cup of Comfort: Breast Cancer Survivors, Adams Media, 20o8.
"The Chemo Room," Women and Cancer Magazine, 2007.
"Why Should We Teach our Children History?" DLTK-Kids.com, 2005.
"King Joash and His Legacy." The Women's Haftarah Commentary, Jewish Lights Publications, Vermont, June, 2003.
9-23-22
To Whom It May Concern:
I met Stacia and her husband, Jim, when they first moved to Temecula several years ago. They
came from Irvine, and a large Jewish community. They were trying to find their place here, in the
valley's small, but vibrant Jewish life. I recall sitting with them at Richie's Diner, where we had
an initial meet up, and knew then that I'd have to slowly encourage Stacia to take on leadership
here in the Jewish community. She is a retired rabbi, but has quietly watched what the
community had to offer before jumping in.
As time has passed, I've seen her join the Temecula Valley Historical Society and become
involved in the Jewish Women's Organization, Hadassah. Still, I knew she could do more for the
temple. I invited her to be part of a committee that is specifically dealing with conflict in the
community. As we press forward with resolution, her input as a rabbi and new voice, is
valued. Her mediation skills have been invaluable in getting things accomplished in this
committee.
We recently gathered to let my kids (and wife) ride horses at her house. She and Jim are part of
the local equestrian community and have found a place there, but Stacia wants more. A Jewish
voice on the REDI Commission would bring a needed element to the diversity that the
commission longs for. Jews have long lived in the valley. Unfortunately, there is growing
antisemitism in Temecula, as well as racism, prejudice, and bias. Confronting these issues brings
us closer to one another and creates a safe and welcoming place for all people. Stacia would be
an incredible asset to the conversation. The REDI Commission would allow Stacia to bring her
skills as a rabbi, her creativity as a writer and storyteller, and her passion for social justice to a
place where she can make a real difference.
Sincerely,
BARAK J. BERLIN, ESQ.
Staff Attorney
1040 Iowa Ave, Suite #109 Riverside, CA 92507-2106
FREE:888.245.4257 FAX:951.565.4058
BBerlin(d)ICLS.org InlandLegal.org
Linkedln I Twitter I Instagram I Facebook
September 23, 2022
I'm pleased to recommend Stacia Deutsch for appointment to the City of
Temecula Race, Equity, Diversity and Inclusion Commission.
I have known Stacia for more than 20 years. We met through friends in the
Jewish community when she first moved to Irvine from Ohio. Stacia knew I
was a City Councilmember (and two -term Mayor) in Irvine, and we would
often discuss the importance of civic involvement and community
partnerships in creating vibrant, engaged and sustainable cities. Her training
as a Rabbi inspired her to work within our city and county to strengthen
relationships, expand awareness and support efforts to create a more just
and equitable world.
Stacia and I share creative interests and a love of writing. She is an idea
person who is ready to roll up her sleeves and do the work, whatever task
she takes on. I recall how she would drive to Los Angeles as the Director of
Outreach Education for the Jewish Institute of Religion at Hebrew Union
College, while raising three young children and balancing other
responsibilities. Eventually she decided to focus her energies on the local
community.
In 2005, Stacia's life changed as she was diagnosed with breast cancer. I
remember her determination to triumph over the disease, and she did. That
experience influenced the way she has lived and served. She wanted to grow
personally and spiritually, to make her family and her health her primary
focus and to impart the values of kindness, social justice, and service to
others to her children in hopes of making the world a little better for
everyone. That's also when she started writing novels and books for young
people like Blast to the Past where kids meet famous people in history.
Stacia and her husband Jim chose Temecula when they found the perfect
property to live and raise horses. I'm sure it wasn't easy to leave a
community she had developed deep roots in. Having made a life in
Temecula, including active involvement in the local Jewish community, Stacia
sees the REDI Commission as a perfect fit for her creativity, people skills,
passion for social justice, equity and inclusion and desire to deepen her roots
in Temecula.
Whatever Stacia does, she gives it her all and infuses it with passion. As a
member of the REDI commission, she'll bring the same respect for history,
character and community she teaches in her books. I'm certain that
Temecula reflects a full spectrum of cultures, interests and experiences.
Stacia will bring a new dimension to the REDI commission, one that will serve
Temecula well. For these reasons and more, I enthusiastically recommend
her for appointment. If I can offer anything further, please feel free to
contact me.
Beth Krom, Former Irvine Mayor and City Councilmember
• Irvine, CA 92612
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Stephanie _
First Name Middle Initial
Home Address
Temecula
City
Hernandez -Dawson
Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See Resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See Resume
Stephanie Hernandez -Dawson
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
None, see resume for related experience.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Currently the secretary of the Temeku Hills Homeowners Association Executive Board. See Resume for
other involvement.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
For over 10 years I have dedicated myself to serving my community in various capacities. I highly believe
in the importance of being involved. Although my past and current involvement has mostly to do with
children, I feel I am ready and have the experience to now be a part of city level involvement. I'd like to do
my part to maintain this beautiful city and to bring fresh ideas to the table. Due to my background, cities
I've lived in and different sectors I've worked and volunteered in, I feel I can provide perspectives that
represent a wide range of Temecula residents.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
As an individual with a diverse background, I would contribute important perspectives. I am a mother, a
wife, a First Generation American, I've worked with children in differentiating cities, I've lived in densely
populated urban cities, lived in suburban Temecula for close to 8 years, I've started my own business,
been a stay-at-home mom for many years, craved my own path in the ever -changing post Covid world,
and have also managed to create little communities for my children to thrive in. Throughout all my
endeavors, I've gained knowledge of what communities and the communities within these communities
need and have gained many experiences when creating solutions to problems these communities face.
My contribution to the City of Temecula would be this knowledge, experience, and versatile creativity.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Stephanie San Paolo, Realtor, 2. Kayla Teran, Downey
Unified School District Employee 3. Amanda O'Callaghan,
Business Manager, amanda@usas.co
Stephanie Hernandez -Dawson
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Stephanie_Hernandez-
Dawson _Resume.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
W I Agree
Stephanie Hernandez -Dawson
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Stephanie Hernandez -Dawson
STEPHANIE HERNANDEZ-DAWSON
Temecula, CA 92591
Objective
Dedicated and motivated individual with a range of experience and skills working with people in
varied settings. Currently a teacher and a homeschooling mother managing two homeschool co
ops and an adult community group. Looking to apply my leadership and organization skills as
well as my ability to work well with others into a position that helps strengthen my community.
Key Skills
- Extensive knowledge in general -60 WPM -Proven ability to work well as a
computer applications including -Varied creative talents and team member.
Adobe Photoshop. abilities useful for project -Exceptional meeting and event
-Fluent in Spanish (native speaker) implantation. planning ability.
-Professional Photography Skills -CPR and First Aid Certified
Experience
Independent Learning Academy — Murrieta 2022 - Current
Spanish Teacher
Spanish instructor for beginning Spanish courses for elementary school aged children.
Mermaid Kisses Photography 2021 — Current
Oumer/Photography
Turned a hobby into a small business. Focus on natural light photography, creating backdrops and settings for
photographing mini sessions mainly of children and families.
One Group Southwest, Temecula, CA
2019 — 2022
Realtor
Over 10 years of experience in the real estate field. Serving clients who are interested in selling or purchasing
homes.
Temecula Valley Unified School District, Temecula, CA
Instructional Assistant II- SDC
2016 — 2017
Job duties included providing academic assistance in a classroom setting for students in 6f to 811, grade in the
subjects of math, science, English, and history. Responsible for supervising small groups of students outside of
classroom for activities such as tests or quizzes. Also assisted teachers in checking classwork and updating power
point presentations to be used as part of lesson plans. Worked with students individually as needed.
1of2 I Page
Experience Continued
Vintage Hills Elementary, Temecula, CA
Williams Elementary PTA Volunteer, Downey, CA 2011 — 2017
Communications Chair/ Vice President/ Ways and Means /
Yearbook Chair/Reflections Chair/Financial Secretary
In charge of or part of committees responsible for various PTA sponsored activities including but not limited to
yearly fundraisers, Reflections Art Recognition Program, book fairs, family nights, and teacher appreciation week.
Created yearbooks for three school years from start to finish. Responsible for creating most event flyers, posters,
and invitations. Also spent weekly scheduled time within classrooms assisting teachers with student group work,
grading, and art activities.
Received Honorary Service Award in 2013 for volunteer work.
Quinn Emanuel Urquhart & Sullivan LLP, Los Angeles, CA 2010-2011
Payroll Clerk
Conducted scheduled time sensitive data gathering to process employee paychecks for international law firm with
over 2,000 employees and several offices throughout the United States and overseas. Provided customer service
to employees with payroll questions or concerns.
Prudential 24 Hour Real Estate / Escrow Net, Downey, CA 2006 — 2010
Listing Coordinator / OfRce Manager /Licensed Real Estate Agent and Notary
Responsible for over 10-25 active single family residence listings and/or escrows. In charge of maintaining
complete physical and digital files that exceeded Department of Real Estate standards for each transaction, setting
up and conducting property showings and open houses, maintained property advertising, processed short sale
transactions including negotiating final short sale figures with lenders, and upheld the highest level of customer
service to clients.
Education
Mount San Jacinto College, San Jacinto, CA 2015 — 2016
History Major - AA degree in History with future career goals of teaching elementary or junior high school
students.
Cerritos College, Norwalk, CA 2010 — 2014
12 Child Care credits in general education courses.
References Available Upon Request.
2of2 I Page
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 29, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Jessica _ James
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
High School, Some College
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Brandie Kekoa, Be Kekoa, Assistant- Note Keeping, Email Correspondence, Writing, Social Media
outreach.
Jessica James
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
N/A
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Abby Reinke Elementary School PTA A 501c3, Hospitality & Programs Chairman The Poderosa
Movement A 501 c3 Non -Profit , Writer and Blogger
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I am qualified due to the nature of me being heavily affiliated with multiple residents of Temecula that are
multi cultured, are of different sexual orientation and gender identities. My background and experiences
with helping others extends from childhood and I know I would help to serve a beneficial change that
Temecula is desperate for.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I am a biracial resident of Temecula. I believe in the power of unity and when we work as one we rise
above and conquer. I would like to see a lot more inclusion and acceptance of all walks of life in the city
will actively work to make sure that all are heard seen and understood.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Brandie Kekoa- Professional Associate- David Gonzalez -
Professional Associate- William Kelley- Professional Associate -
Self -Selection Options
Jessica James
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Jessica James
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 05, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Cathryn _ Leff
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92591
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 5
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
See resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
See resume
Cathryn Leff
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
See resume
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
See resume
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I have lived in the city for 18 years, moving here from Irvine, where I lived 10 years. Prior to Irvine, I lived
in Los Angeles for 10 years. As a single parent, I was very involved with my two boys and their activities.
was room mom, Cub Scout Den Leader, Communications Director for the swim team, and was on the
PTA Board. I held these positions in Irvine. When I moved to Temecula, I endured a commute to Orange
County and didn't have much time to volunteer. When I was able to end my commute and my boys had
grown, I embarked on a 10 year journey to earn my PhD. So, I am now at the point where I have my own
private practice in Temecula, and I am a member of the Chamber of Commerce. Before COVID, I
attended many events. Because I have a 92-year-old mother I check in with, I could not risk attending
events over the last two years (we are now both vaccinated and boosted, and feeling much safer).
Additionally, I work as an Adjunct Faculty Professor at Peppedine University where I teach a class one
night a week (on Wednesdays). I feel I am now in a position to get more involved in my community and I
would like to share my knowledge and contribute to this great city.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
It's important that all members of the city have an equal voice in matters of governance no matter their
race, age, gender, ethnicity, or disability. I will ensure those voices will be heard even if others disagree
with them. I have worked in many diverse communities as a social worker in three different counties, so I
understand the importance of respecting and working with various cultures. As a city, we need to learn
how to listen to each other and not fall into an attack/defend mode. When that happens, people are just
talking at each other and not listening. I believe my skills as a licensed marriage family therapist (LMFT)
have prepared me for this position.
References
Cathryn Leff
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Chevonna Gaylor, LMFT, 31606 Railroad Canyon Rd UNIT 203, Canyon Lake, CA
Raymond Cameron, LMFT 32605 Temecula Parkway, Suite 207, Temecula CA Mitchell
J. Cohen, LMFT 41690 Enterprise Cir N #209, Temecula, CA 92590
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Cathryn Leff_ Resume_2022.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
Cathryn Leff
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
FJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Cathryn Leff
Cathryn L. Leff PhD, LMFT
Temecula, CA 92591
Phone:
Fax: (951) 296-6399
Email :
Website : www.soaringbighcounseling.com
Iallergy.,%0 Ulei
01/14-02/22: PhD in Psychology with a concentration in Mental Health Policy & Practice, NCU
08/09-10/12: PhD in International Psychology/Trauma Response (ABD); The Chicago School
of Professional Psychology
9/85-12/87: M.A. Counseling Psychology, Pepperdine University
9/80-12/84: B.A. Psychology, UCLA
EMPLOYMENT
10/96-Present: Private Practice as a Licensed Marriage Family Therapist
Currently counsel families, individuals and couples, with issues concerning marriage and family,
childhood disorders (ADD/ADHD, Conduct Disorder, ODD), and adolescent behavioral
problems (Self -injury, Mood Disorders, Anxiety Disorders, Dissociative Disorders, Adjustment
Disorders, and Problems Related to Abuse or Neglect).
07/22-Present: Adjunct Faculty Professor, Pepperdine University
Currently teaching online for the Master's in Psychology and Marriage and Family Therapy
3/17-7/19: Clinical Program Manager at Uplift Family Services
I work within the vision, mission, and philosophy of the agency, and hire, develop, train,
manage, and retain clinical program staff and a clinical team(s) to ensure customer satisfaction
and culturally competent service delivery. I provide clinical supervision to staff, who are
registered with the BBS, working towards licensure, and function as a liaison between team and
community partners. I also provide fiscal stewardship of the team, and act as a bridge between
fiscal and other departments. Additionally, I ensure a high quality of service by program staff
consistent with the scope of practice applicable as a Licensed Practitioner of the Healing Arts as
defined by Medi-Cal regulations and the California Welfare & Institutions (W&I) Code. I work
with a dedicated team of people that are passionate and enthusiastic about providing quality care
to underserved populations.
8/16-2/17: Director of Family Services for the Soboba Band of Luiseno Indians
Under the direction of the Tribal Administrator/Tribal Council I acted as the Tribal
Representative to both dependency and delinquency court. I ensured that for all matters of
dependency/delinquency the Indian Child Welfare Act and California Welfare and Institutions
Code were adhered to and that the Soboba Band of Luisefio Indians had standing and a voice in
court. I also worked to expand and develop social services programs to meet the needs of tribal
members which included: dependency, delinquency, substance abuse intervention and treatment,
domestic violence intervention and advocacy, and the development of ordinances for
dependency, delinquency, and domestic violence. I supervised social work and administrative
staff and traveled and networked with statewide ICWA groups, and other tribes in developing
programs to best serve the needs of tribal members.
5/15-10/15: ED Patient Liaison for UCLA Ronald Reagan Medical Center
I conducted patient outreach/service recovery rounds for patients in the Emergency Department,
and proactively sought improvements and developed programs that would enhance patients' stay
while in the ED. I also supervised volunteers to augment service recovery outreach to patients.
Additionally, I collaborated with the Patient Experience Manager, ED Leadership and others, to
analyze, review and provide resolution to quality of care complaints. Further, I exercised my
knowledge and judgment; used policies, and medical and financial records to determine the best
course of action for resolution. Finally, I prepared a report of findings of investigations with
recommended resolutions for patient complaints to Liaison Manager, Directors, Chairs and
Administrators.
01/14-3/14: Clinical Therapist II -Temporary Assignment Program (TAP) Per Diem
Worked full-time for County of Riverside CARES line. Provided information and referrals
for Medi-Cal and Riverside County Health Plan beneficiaries seeking Mental Health
Services.
11/13-06/15: Clinical Editorial Council
Volunteered for The Therapist magazine of the California Association of Marriage and
Family Therapists (CAMFT). We created an editorial calendar; identified and proofread
relevant well -researched clinical articles that represented different theoretical orientations
and specialties; and contributed to the production of a high -quality publication that meets
the needs of the psychotherapy community.
03/09-10/12: Psychiatric Liaison for Tri-City Medical Center
Worked full-time for Tri-City Medical Center conducting psychiatric evaluations and Crisis
Management for the Emergency Department. Certified by San Diego County to apply 5150
holds. Located appropriate Treatment Programs for patients who could not be accommodated by
Tri-City's Behavioral Health Unit.
08/09-10/10: Children's Mental Health Clinician
Conducted AB2726 Assessments for San Diego County Children's Mental Health. Interviewed
and consulted with those pertinent to the knowledge of the children's behavior and reviewed
school and psychological reports. Recommendations were made for treatment at Individual
Education Plan (IEP) meetings, where I presented my report and recommendations.
07/09-02/10: Supervisor for Interns at A Better Tomorrow
Provided supervision for Trainees and Registered Interns pursuing licensure as a Marriage and
Family Therapist for an alcohol and drug rehabilitation center in Murrieta, CA. Held weekly
supervision meetings with Associates and group supervision two hours a week.
04/06-06/08: Children's Social Services Worker V, Riverside County Department of
Children and Family Services
Previously worked as a child abuse investigator for the Emergency Response Program under
supervisor Irene Molina, for the Southwest Region. Duties included investigating allegations of
child abuse and neglect, coordinating investigations with law enforcement and health care
professionals, and removing children from their homes when necessary. Prepared Detention
Hearing Reports for the Riverside County Juvenile Court and provided families with referrals
and assistance.
03/94-04/06: Senior Social Worker, Orange County Department of Children and Family
Services
Investigated child abuse and neglect through the Emergency Response Program. Provided
referrals and counseling to children and their families. Removed children from abusive homes
when necessary. Coordinated efforts with law enforcement, health care professionals, and others
involved in Emergency Response investigations. Performed Investigations for the Juvenile
Court as an Investigations (CDU) social worker. This involved conducting in-depth assessments
of each child's situation and developing and implementing a case plan. Additionally, worked as a
Court Officer for the Juvenile Court.
04/03-01/04: Faculty Instructor, University of Phoenix
Previously taught university students in the Bachelor of Science in Human Services Program.
Approved to teach the following courses: Models of Effective Helping; Introduction to
Interpersonal Communication; Communication Skills for the Human Services Professional;
Technology in Human Services; Field Experience I; Child Development; Adult and Family
Development; Working with Groups; Professional, Ethical and Legal Issues in Human Services;
Case Management; and Dependency and Addictions.
9/89-8/90: Children's Social Worker II, Los Angeles County Department of Children and
Family Services
Worked to reunify families through the Family Reunification Program. Managed a caseload of
sixty children, in addition to their families and/or foster parents. Wrote assessments and progress
reports for the Juvenile Court. Coordinated services with physicians, psychologists, counselors
and law enforcement agencies.
11/87-8/89: Psychometrist, UCLA Extension
Administered group psychological tests; scored and profiled the tests results. Monitored the test
behavior of clients, and maintained statistical, financial, and various other records.
PUBLICATIONS
Leff, C. (March/April 2015). Intergenerational trauma due to political violence in post -
Apartheid South Africa: Implications for therapists working with trauma clients,
Magazine of the California Association of Marriage and Family Therapists, 27(2), 13-16.
Leff, C. (2022). Survivor and first responder perceptions about effective mental health
treatment following disasters. Northcentral University ProQuest Dissertations Publishing.
PRESENTATIONS
Pediatric Sleep Disorders (July 27, 2017), Uplift Family Services, Wraparound Program
Trauma Informed Care (November 1, 2017), Uplift Family Services, Wraparound
Program
Clinical Foundations 101 (August 7, 2018), Uplift Family Services, Wraparound Program
Desensitization and Integration of Trauma (November 19, 2018), Uplift Family Services
LICENSES & TRAININGS (PARTIAL LIST)
Licensed Marriage Family Therapist, MFC33119
S.A.F.E. Alternatives Certificate in Self -Injury
CAMFT Certified Supervisor
Certified Clinical Trauma Professional (CCTP)
PROFESSIONAL AFFILIATIONS
06/01/20- 5/31/21: President of the California Association of Marriage and Family Therapists
(CAMFT).
06/16-5/18: Board Secretary
California Association of Marriage and Family Therapists (CAMFT)
Elected by the Board of Directors to fill the vacant Board Secretary position on June 4, 2016.
06/15-06/16: Board Director -at -Large
California Association of Marriage and Family Therapists (CAMFT)
Appointed to the Board of Directors on June 5, 2015. Elected to the Board and began term on
June 1, 2016. As a member of the Board, we are responsible for the direction of policy and
important decisions in the management of corporate affairs. The board may delegate
implementation of these policies and decisions to others, including committees who are
responsible for carrying out the delegated duty and keeping the board informed in this regard.
Vice President (5/2015-5/2017)
The Psychology Club
Northcentral University
Clinical Member
American Association of Marriage and Family Therapists (AAMFT)
Clinical Member
California Association of Marriage and Family Therapists (CAMFT)
Founder and Past -President
Southwest Riverside County Chapter of CAMFT
Clinical Member
American Psychological Association (APA)
Clinical Member
International Association of Trauma Professionals
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 02, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Amanda
First Name
Home Address
Temecula
City
Matamala
Middle Initial Last Name
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 5
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
I have a degree in History and Political Science. I also have a TESOL from Arizona State to which I am
still furthering. I also hold several certificates from Cambridge University that include "pronunciation,"
"reading," "writing," and "grammar."
Amanda Matamala
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
I have been teaching online to children and adults around the world for awhile. I have taught from age 4 all
the way to 91 ! It's been such a wonderful experience for me to meet so many people and learn about new
cultures, while watching my students grow in their journey with English. Prior to that I worked in the
financial and insurance world where I worked with defaulted loans, bankruptcy, as well as vehicle accident
claims and claims that were considered to be fraudulent.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
I have not served in this role in my life yet.
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
I have served this current year as a board member for the local chapter of Kiwanis. I have also served as
a PTA President at my children's school.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
Since teaching English to students from around the world, I have learned to open my heart and mind to
different cultures. I now have a very open mind and understand more. I have learned to not just listen but
to actually hear what is being told. When we actually hear what is being said, I believe we have more
understanding. It helps avoid conflict at times. I have learned that we all come from different walks of life;
however, no matter where we come from, we are all still the same. I would like to serve on this
commission to help with diversity concerns and collaborate with others to make this great city better. I
believe my experience with working with other cultures and having a love for history will help serve the
community by strongly hearing what others concerns are. My understanding of history also helps to
understand more of the issue and concern. I strongly believe in order to tackle an issue we must
understand the history of it. I hope to make a difference with my community and be a great role model to
my children on how to get involved and make a difference.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
I would uphold these values by hearing, and not just listening to concerns. I would treat each person with
respect and dignity regardless if I agreed with them or not. I would do what is in the best interest of the
community and not myself.
Amanda Matamala
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Upon Request.
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
FJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Amanda Matamala
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 11, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Caroll L Olivares
First Name Middle Initial Last Name
Home Address
Temecula
City
Suite or Apt
CA 92591
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Bachelor in Social Work from Cal State Long Beach. Real Estate license number 01414773 since 2004.
Military relocation specialist certificate. Certified first time home specialist. Certified senior representative
certification. Member of National Association of Realtors, California Association of Realtors and
Southwest Riverside County Association of Realtors.
Caroll L Olivares
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
ERA Donahoe Realty 41955 Fourth Street Suite 102 Temecula 92590 1 am a soke proprietor Real Estate
Salesperson. Responsibilities include exclusive client representation, professional consultation,
marketing, negotiation, contracts, disclosures, investigations resources, after transaction services, and
networking. Professional development required.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
I have not previously served. I have a passion to serve my community at the highest level and I feel that
holding this community position will amplify my service
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Cubmaster Pack 302 Temecula CA Director Of Team Referral Network Temecula CA President of TEAM
Referral Network Eastvale CA TVCC member
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
My goal is to impact my community in an active way. I want to make a positive difference and not just
attend meetings, but SERVE our membership. I have led many organizations I have belonged to,
including but not limited to, Realtor Masterminds group President, Director TEAM referral network, and
mentor in my brokerage office for new agents or agents kickstarting their business. It would be my honor
to serve on this commission.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
These values align with my personal and business values. I would work diligently to get the most people
involved from all walks of life. I will act as a role model in my community. I would promote it on all my
social media platforms and assure that our plans and actions align with these values. I will actively invite
members from minority, LGBTQ, women run businesses to all events to assure representation. I would
help to give a voice to these community members.
References
Caroll L Olivares
List Three Professional and/or Personal References (Name, Position, Phone, Email):
1. Grattan Donahoe, Real Estate Broker, grattan@eradonahoe.com 2. Dawn Kasnick,
TEAM Referral Network Area Direcctor, dawnk@teamreferrealnetwork.com 3. Kelli
Holmes, TEAM Referral Network CEO, Kelli@teamreferralnetwork.com
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
Caroll L Olivares
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
PF I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Caroll L Olivares
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 30, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Crystal R
First Name Middle Initial
Home Address
Temecula
City
Pastorian
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 1
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Cal State San Marcos - Event Planning Certification Eastern Gateway Community College AA - Teacher
Education Central State University (HBCU) - Currently Enrolled BA Education (Special Education) and
Credential Program
Crystal R Pastorian
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
TVUSD - Great Oak High School - Instructional Assistant 31350 Rancho Vista Road Temecula, CA 92592
Responsibilities: Provide support and resources both academically and behaviorally in accordance with
students Individualized Education Plan (IEP) for the success of each student. Data collection and
reporting to Student Case Carrier for the betterment of the student.
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
City of Temecula - REDI Commissioner - 2 years
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Boy Scouts of America, California Inland Empire Council - Camping Chair and Executive Board Member -
5 years TVUSD - Community Advisory Committee (Special Education) - Vice Chair - 2 years Great Oak
High School - Equity Team Member - 2 years Great Oak High School - BSU Co -Advisor - 1 year School
Site Council - TLES, GMS Boy Scouts of America, California Inland Empire Council *District Activities
Chair `District Program Chair *Course Director (Leadership Courses) *Camp Director ( Residential Camp )
*National Training Team *National Camp School Training Team
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I wish to continue my work on this commission as I have devoted 2 years to observing, processing and
understanding the needs of our community through the diversity, equity, and inclusion lens. I have
focused my attention on supporting youth programs with an emphasis on special needs. My experiences
as a parent, community member, tvusd employee, and avid volunteer in both youth organizations and
special needs has provided me with a unique viewpoint that has contributed to the advisory commission
known as REDI. I have attended each meeting fully engaged, open-minded, and participatory to the items
brought before our commission. I have attended and supported events in and around the City where I feel
my presence is of value and will continue to do so if re -appointed. As a re -appointed commissioner of
REDI I will seek to further my knowledge and involvement in areas that can benefit from the REDI
commission. I believe in creating positive, inclusive environments for members of all ages in our
community to thrive. Furthermore, my interest and involvement in special needs add a much -needed
voice to REDI. I understand what our schools provide in addition to what our City provides, enabling me to
provide meaningful feedback that can help enrich current City programs and recommend developing new
programs.
Value Statement
Crystal R Pastorian
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
The principles described have become character traits in many ways for me. While serving on REDI for
the past two years, I have continued to personally grow and develop in the areas of equity, diversity, and
inclusion. I embrace a "growth mindset" and understand that REDI does not end or stop when leaving City
Hall each month. I work to model REDI in my actions in all that I do as a commissioner and as a
contributing member of Temecula. One of the biggest ways I can contribute to these principles is by
sharing my values as they pertain to equity, diversity, and inclusion with those I come into contact with
each day. Some of our most vulnerable members of our community are the youth and I work and interact
with them every day. I strongly believe that and mentor our youth to embrace these principles as they help
to create a strong foundation for the youth of Temecula so that they can be successful in all that they do.
Lastly, I will uphold and contribute these principles to others within the community by communicating.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
John Vineyard - Riverside County Superior Court Judge - Matt
Bear - Scout Executive, California Inland Empire Council,-
- Matt. Bear@scouting.org
Gwen Riley - Autism Coordinator, TVUSD --
Self-Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Crystal R Pastorian
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
fJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Crystal R Pastorian
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Aug 09, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Jackie M Steed
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92592
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 3
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
Some College, Irvine Valley College. Ambassador City of Temecula Real Estate , Broker License
Jackie M Steed
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
Work as Realtor for BigBlock Realty Temecula, CA 92590 Assisting clients buying and selling homes in
the Temecula Valley. Current Board Member Temecula Valley Chamber of Commerce & Habitat for
Humanity Inland Valley
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
Current Commissioner City of Temecula
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Temecula Valley Chamber of Commerce Board member from 2008 to present. Habitat for Humanity
Inland Valley Board Member 2018 to present Our Nicholas Foundation Board member 2010-2013 Wishes
for Children 2009-2011 1 have also been on committees for Michelle's Place, Oak Grove, Susan G Komen
and volunteered for numbers non profits throughout the valley for the last 16 years
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
After being a part of the commission for the last 2 years, I feel like we are definitely hitting our groove.
There is work to be done but with strong city support behind us, our commission is definitely on the right
track. It would be my honor to be part of the process for another 3 years.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
After 2 years as commissioner I am so proud at how the commission has represented out city. All
commissioners have remained professional and hard working even when times were hard. All have
upheld their duties to serve the city with the best of intentions.
References
Jackie M Steed
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Tammy Marine, Director Habitat for Humanity Inland Valley, tam my@habitat4inlandvalle .or
Brooke Nunn, CEO Temecula Valley Chamber of Commerce ceo@temecula.org #
Kimberly Uhler, Vice Chair, Temecula Valley Chamber of Commerce & Local business owner
Kimberly@clearbluepromotions.com
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials.
please do so here.
Acknowledgment
Jackie M Steed
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
FJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Jackie M Steed
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 29, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Roger D
First Name Middle Initial
Home Address
Temecula
City
Williams
Last Name
Suite or Apt
CA 92592
State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
V District 2
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
see resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
see resume
Roger D Williams
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
none
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
Volunteer Instructor for the Presidential Classroom (4yrs): a program held is Washington, D.C. for
students to study civics, the constitution and the current political scene, with a focus on international
politics and negotiations. The participants were very international, as the program attracted many
exchange students which spent a year at a US high school. Lifestyle Insights, Networking, Knowledge,
and Skills, Volunteer Instructor (2yrs). It is a program to help families of Marines and Sailors become more
familiar with the customs and everyday lifestyle of the military.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
I have been a resident of Temecula since January 1993. 1 have witnessed the city's growth through many
housing ups and downs along with the city population and attitudes shift in many different directions.
Someone must be willing to stand up in the center of the arena and yell over the crowd and make their
demand heard. I have participated several Vail Ranch and Redhawk communities' activities for fair and
just treatment from the city: Installation of a 4 way stop, then traffic light at Margarita and 79S, the
Redhawk dog park, and recently campaigned for a joint use agreement between the city and TVSD for a
"community use of all middle and elementary schools' properties during non -school hours.
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
First, I see people as wanting to be a part of something greater than themselves, such as, a community.
People also want to be listened to and know that their opinions are heard. I realize I do not have all the
answers, so I am willing to listen.
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
Raphel Clermont, Program Consultant Rick Gay
Ricky Willams, Deputy Operations Officer,
Roger D Williams
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple.boards
RWilliams Commissloner-
Coverletter-Resume.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
W I Agree
Roger D Williams
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Roger D Williams
Roger Williams
Temecula, CA 92592
28 September 2022
I am a resident of Temecula's District 2, a community where I have resided for over twenty-nine
years. I am enthusiastically seeking a position as Race, Equity, Diversity and Inclusion
Commissioner.
I am presently employed by the Department of Navy, as an IT Specialist, Lead Test Engineer, for
Command, Control, Communications, Computers, Intelligence, Surveillance and Reconnaissance
(C4ISR) Systems. Primary responsibility include forming cross -functional teams and group to
test and investigative events to answer to specific technical issues which are focused on
providing acquisition decision makers with timely, relevant and accurate information for their
communities of interest. Additional responsibility, I am an United States Marine Corp (USMC)
Contracting Officer Representative, responsible for oversight of a multimillion dollar emergent
technologies service and performance contract. I have led multiple USMC integrated test teams,
as part of national and international demonstrations and evaluation efforts. I excelled at
organizational team building and cooperation problem solving, while coordinating to solve
common issues with U.S' partner nations, U S. military services, federal and state law
enforcement agencies, contractors and commercial organizations.
Prior employment include Sr. Systems Engineer, Project Lead, providing direct customer
support for USMC, on integrated system of systems, network design and implementation efforts
for various military IT projects. General task include the contract and project management; direct
employee relations; and the daily management of corporate employees and subcontractors
performance and reporting. Follow-on tasking includes providing quality deliverables on time
and on budget.
I served in the USMC, as a Communications Officer, and held various leadership positions:
Command Operational Officer, Principal Exercise Action Officer, Network Manager, Joint and
Coalition Services Systems Planning and Engineering Officer, Primary Course Instructor, and
Managing the development and implementation of organizational policies and procedures.
Sincerely,
Roger Williams
MSIT, BBA, LSS-BB
Roger Williams
Temecula, CA 92592
Education:
Dec 2009 Lean Six Sigma, Black Belt, University of California San Diego, CA
Jul 2006 MSTM National University, San Diego, CA
Jul 2000 B.B.A. National University, San Diego, CA
Experiences:
Jun 2005 — Present
Department of Navy, Camp Pendleton, CA, Senior Test Engineer:
Manage the designing, planning, evaluating, reporting and of communications circuits, hardware
and software products in accordance with Department of Defense's Acquisition policies.
- Manage multi -functional teams to planning, designing, executing, analyzing and reporting for
requirements -based testing.
- Lead and participated in multi -agency operational communications network design exercises
and test events, which demonstrated solutions to real -world problems: DoD, FBI, FEMA, USCG,
NYPD, CA Civil Air Patrol and other US coalition partners.
- Serve as a USMC Technical Contract Office Representative for a multi -million dollar contact
for an emergent technology; conduct regular reporting, contract performance, production, and
progression; and monitor the contactor is in compliance with all federal and local regulation.
- Conducted several Lean, process improvement project which saved the organizations thousands
of dollars, per project, by improving operational design performances saving resources and
schedule; and eliminating waste and re -engineering designs.
- Supervise the installing, monitoring and restoring of communications links and circuits which
support local and distributed telecommunications networks: data and voice.
- Develop and design testable systems' requirements, which can be measured, verified and
validated in compliance with DoD directives and policies.
- Mentor and develop the next generation of IT specialist and test engineers.
Oct 2001— Jun 2005
Ocean Systems Engineering Corporation, Carlsbad, CA, System Engineer, Project Lead:
Provided direct technical support and consultation, to customers for Independent Validation, and
Verification (IV&V) of integrated IT systems.
- Participated in developing and drafting winning contract strategies, which help keep the
organization profitable and growing.
- Coordinated daily scheduling on monitoring of multi -functional teams, consisting of 12- 57
members: Government, contractors, and military.
- Designed and analyzed integrated IT networks and computer networks, which supported
information exchange requirements and functions, for software applications interoperability.
- Maintained open and frequent communications channels with customers and stakeholders,
providing regular progress and situational updates, in proscribed informational formats.
- Maintained and de -conflicted contracts' master project schedule and burn rates.
Roger Williams
Temecula, CA 92592
- Actively participated contract budgeting and accounting cost control, by developing customer
partnerships and trust relationships for in-house work when possible: courseware development
training.
City of Temecula - Boards and Commissions
Appointment Application
Important Information
Submit Date: Sep 18, 2022
The appointment process is a public process subject to the Ralph M. Brown Act and Public Records
Act. An applicant presentation is required at a City Council meeting. An applicant must be a resident
of the City of Temecula at the time the application is submitted. All applications on file at the close of
an advertised period for a vacancy will be considered.
Profile
Paul _ Wrightsman
First Name Middle Initial Last Name
Home Address Suite or Apt
Temecula CA 92591
City State Postal Code
Which district do you live in? Find your district here:
https://temecula.maps.arcgis.com/apps/instant/lookup/index.htmi?
appid=e9f3983bc7e649e49143b806f901029d *
W District 4
Email Address
Primary Phone
Note: The City of Temecula has one board and four commissions. While more than one selection
may be made below, applicants are encouraged to only select that board and/or commission(s) that
they truly wish to serve on. Thank you.
Which Boards would you like to apply for?
Race, Equity, Diversity, and Inclusion Commission: Submitted
Education and Employment
List Educational Background (Degrees, Licenses, Certificates, etc.). State "see resume" if
attaching a resume with this information at the end of this application.
see resume
List Employment History for Five Years (Employer Name and Address, Position Title,
Primary Responsibilities). State "see resume" if attaching a resume with this information at
the end of this application.
2016 retired as Police Lieutenant from Redondo Beach Police Department Redondo Beach Police
Department 401 Diamond Street Redondo Beach, CA 90277 Reference: Chief Joe Hoffman (see resume)
Paul Wrightsman
Service Experience
List Previous City/County/State Board/Committee/Commission Service (Name of Entity,
Positions Held, Years of Service). State "see resume" if attaching a resume with this
information at the end of this application.
I have taken a break since public service retirement - after 5 years I am ready to give back and help out
List Organizational Service (Professional, Technical, Volunteer, Non -Profit, Service Clubs)
(Name of Group, Positions Held, Years of Service). State "see resume" if attaching a resume
with this information at the end of this application.
I was treasurer for 2 years, then president for 2 years, of the Redondo Beach Police Officers Association.
My police department assignments required me to relinquish the position. During the pandemic I was
active with the American Shandong Cultural and Economic Association in acquiring and distribution of
PPE (Personal Protective Equipment, masks, gloves, etc) to hospitals and first responder agencies.
Statement of Interest
Describe why you wish to serve on this commission, how you have engaged with the City
previously (i.e., attending meetings and events, etc.), and why you believe you are qualified
for the position. Please be specific.
My college education focused on the humanities (Major: Behavioral Sciences, Minor in Spanish language
studies). Before I retired, I was the Lieutenant in charge of the Homeless Department for 5 years, I
assisted the city with developing strategy and policy in dealing with our indigenous homeless. The
challenges of the homeless are many, such as drug & alcohol addiction, psychiatric and personality
disorders, anti -social and asocial personalities to name a few. Some have just fallen into poverty and lack
familial or social support systems. As our country progresses, Temecula, like all communities, is learning
more about disenfranchised and marginalized groups. No matter how we feel, we must recognize that not
all people are of "white Anglo Saxon" background. The white majority may feel comfortable in their facts,
but we must recognize that other facts support a larger truth: that many people do, in fact, need
recognition and support beyond a confident belief that the laws treat everybody equally. The law may treat
everybody equally, but unwritten rules and societal behaviors and habits do treat people differently. The
question and challenge is how we can reconcile facts with truth, and change beliefs and public policy for
the greater good? For example, I am a white man, but do I have any idea what it is like to wake up every
morning and - as I brush my teeth and shave - as a black man - know that, as I walk out the front door, I
will be looked at differently by the rest of the world? And will have to work much harder to succeed? We
need to acknowledge and work on this. I would be happy to meet with the appointing authority to answer
any questions about this application and my in-depth experience and education in the humanities. Thank
you, Paul Wrightsman
Value Statement
Question applies to multiple boards
The City of Temecula places a high value on the principles of equity, diversity and inclusion.
If appointed, how would you uphold and/or contribute to these principles.
In my prior employment and businesses I have always upheld legal, moral, and ethical standards in
regards to workplace discrimination. My personal values are that all people are created equal in regards
to how they should be treated, especially by authority.
Paul Wrightsman
References
List Three Professional and/or Personal References (Name, Position, Phone, Email):
James Acquarelli (Retired Lieutenant - Redondo Beach Police Department)
Roman Agiert (Retired Businessman - Electrical Contractor - Advanced
Electronics) Ed Burke (Retired Engineer)
I am a member of the Ridgeview HOA (Home
Owners Association) in Temecula and can provide additional favorable local references upon request.
Self -Selection Options
Question applies to multiple boards
Equal Employment Opportunity
The City of Temecula is required by federal and state law to collect certain information and maintain
statistical data on applicants. Your responses to the next three questions are confidential and will
be filed and tracked separately from your application for appointment. Results are used for
reporting purposes only.
Question applies to multiple boards
What is your gender?
Question applies to multiple boards
What range does your age fall into below?
Question applies to multiple boards
What is your ethnic background?
Attachments
Question applies to multiple boards
Resume _PAUL_WRIGHTSMAN.pdf
Resume - If you wish to attach a resume, please do so
here.
Question applies to multiple boards
Recommendations - If you wish to attach a letter of
recommendation, please do so here.
Question applies to multiple boards
Miscellaneous - If you wish to attach other materials,
please do so here.
Paul Wrightsman
Acknowledgment
I understand that any or all information on this form may be verified. I consent to the release
of this information pursuant to the California Public Records Act.
rJ I Agree
Question applies to multiple boards
Note: Please click "save" to ensure proper retention of all information, including attachments, prior
to viewing/printing PDF and submitting.
Paul Wrightsman
Paul Wrightsman
Temecula, CA 92591
Objective Give back to community through participation in volunteer positions of
government and non -government agencies
Employment & LAW ENFORCEMENT (Retired Police Commander)
Business History • 35+ years municipal law enforcement
• Patrol, Detectives, Human Resources, City Council liaison
• 9-1-1 Communications Center manager (Police Sergeant)
• President, Redondo Beach Police Officers Association
BUSINESS OWNER (distribution of newspapers, magazines, parcels)
• Los Angeles Times
• Southern California Newspaper Group (Riverside Press Enterprise)
• 35+ years (sole proprietor, then incorporated as Playa Vista
Circulation) — President and General Manager
BUSINESS OWNER (Corporate Security & Business Services consultant)
• Zhuli, Inc., 22632 Golden Springs Dr, #330, Diamond Bar, CA 91765
REAL ESTATE AGENT (Salesperson)
• Keller Williams Realty - Anaheim Hills, Yorba Linda
Education High School — Fairfax High School (Los Angeles)
College — El Camino College (Torrance) A.A. degree, General Studies
University —Cal State U Dominquez Hills (Carson) B.A. Degree (Humanities)
Advanced Certificate Programs— FBI National Academy, Police Management,
USC Delinquency Control Institute
Communication Excellent verbal and written communication skills
Leadership Extensive training in Leadership and Management theory
Personal • Married, daughter in college (UCSD)
• Private Pilot (SEL)
Item No. 17
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Jennifer Hennessy, Director of Finance
DATE: November 29, 2022
SUBJECT: Receive Presentation on the City's Fiscal Strategy Update (At the Request of
Subcommittee Members Mayor Rahn and Council Member Edwards)
PREPARED BY: Jennifer Hennessy, Director of Finance
Ward Komers, Assistant Director of Finance
RECOMMENDATION: That the City Council receive the presentation on the City's Fiscal
Strategy Update and discuss the conceptual strategy related to the paydown of the City's debt and
unfunded liabilities.
BACKGROUND: The City of Temecula has a long-standing history of solid financial
responsibility and managing the City's resources in a prudent, fiscally conservative manner. Over
the past decade, several measures have been implemented to strengthen the City's fiscal position,
create ongoing budgetary savings and leverage outside grant opportunities to enhance the City's
infrastructure and quality of life for its residents.
The attached Appendix A provides an infographic depicting the budgetary and economic growth
the City of Temecula has experienced, as a result of prudent fiscal management. Most notably,
the General Fund/Measure S Budget has grown by nearly 125%, General Fund Reserve levels have
doubled, Capital investment has increased over 80% and Asset Management Funds have
quadrupled in the past 10 years, while staffing levels have increased by a conservative 25%.
10-Year History of Fiscal Strategies
• Established Fiscal Policies
o Define eligible uses for General Fund Reserves and increase from 20% to 25% of
Operating Expenditures
o Define uses for General Fund Unassigned Fund Balance
o Appropriation guidelines for Measure S revenue
o Contingency Plan in the event of unfavorable economic impacts
o Establish, and fund, Asset Management/Replacement Funds
o Pension Rate Stabilization Policy
o Investment Policy (results of which are provided in further detail below)
• Balanced budgets with reserves fully funded
o Revenues continually exceed expenditures (actuals & projected)
o Fund Balance exceeds 25% of Operating Expenditures
• Executed cost -sharing agreements
o TVUSD — shares 50% of School Resource Officers (—$440k/year)
o Riverside County — shares 50% of Fire Station 95 staffing (—$800k/year)
o Riverside County Flood Control — contributes annually for homeless encampment
clean-up efforts ($75k/per year)
• Leveraged grant -funding
o 70% of Capital Improvement Program funding over past 10 years has come from
outside City -funded sources, through grants and outside contributions ($955M)
• Completed strategic acquisitions
o Streetlight acquisition and LED retrofit ($750k/year)
o SMER Solar Power Purchase Agreement (future savings of $40k/year)
• Refinanced debt to create taxpayer savings
o CFD Bonds — average homeowner savings per parcel of $260/year
o Tax Allocation Bonds — ongoing savings of $60k/year
o Civic Center Loan — ongoing savings of $32k/year
• Established, and funded, future asset replacements
o Fleet, Facilities, Technology, Support Services, Street Maintenance, Fire Facility
Acquisition Funds — increase of $12.4M in 10 years
• Mitigated rising Ca1PERS pension costs
o Established Internal Revenue Code Section 115 Irrevocable Pension Trust to be
used to pay Ca1PERS pension costs. Current Trust balance of $16M
o Prepaid annual Ca1PERS Employer Contribution ($93k/year)
• Ensured competitive wages and benefits
o Conduct periodic compensation surveys to ensure competitive wages, and include
cost -of -living -adjustment in labor agreements to keep pace with inflation
Through the various measures and strategies implemented over the past decade, a significant
amount of budgetary savings has been achieved, averaging nearly $2.2 million per year, and are
summarized in Appendix B. Through a decade of intentionality, the City has created excess
budgetary reserves that can be used to strategically pay down ongoing debt obligations, which will
further increase annual resources to invest in the City's infrastructure, programs and services to
meet the diverse needs of the community.
Debt/Liability Paydown Strategy
In response to the City's history of fiscal strategies, at the Fiscal Year 2022-23 Budget Workshop
in May 2022, the City Council discussed the concept of paying down the City's debt and unfunded
liabilities. Staff committed to develop a strategy and return to the City Council for further
discussion. Staff has worked collaboratively with the Council's Strategic Fiscal Ad Hoc
Subcommittee (Mayor Rahn and Council Member Edwards) to develop a comprehensive
Debt/Liability Paydown Strategy. The strategy presented below reflects the payoff of all debt and
unfunded liabilities within 7 years, given the City's current fiscal position. As the economy
changes, the paydown strategy may be revisited and modified to ensure the City remains in strong
fiscal position while addressing its outstanding debt.
• City Debt - The City currently has only two debt issuances in the form of private placement
loans on the Civic Center and the Margarita Recreation Center (MRC). The Civic Center
loan has an outstanding balance of $12,774,000, with annual debt service of approximately
$1.6 million. The loan matures on 12/1/31. The MRC loan has an outstanding balance of
$5,077,617, with annual debt service of approximately $556,000, and the loan matures on
9/1/33. Staff has worked with the bank to negotiate an early payoff in December 2022,
which would save over $3.2 million in total interest payments over the remaining life of
the loans. Paying these loans off in full will generate an additional $2.1 million per year
in available funding which may be utilized to expedite the paydown of the City's pension
liability.
• City Pension Liability - The City's pension program is funded through CalPERS, and has
an unfunded liability of $46,364,142, as of 6/30/20. The annual payment required for the
unfunded liability ranges between $4-5 million and is scheduled to be paid off in 25 years.
The unfunded liability consists of 29 separate "amortization bases," which reflect historical
gains and losses from CalPERS' actuarial projections. Each year, CalPERS revalues the
City's pension plan and determines the annual contribution necessary to fund the plan and
paydown a portion of the unfunded liability. Each new amortization base is spread over a
30-year time horizon for gains and a 20-year time horizon for losses, per CalPERS policy.
CalPERS allows agencies to make "Additional Discretionary Payments" (ADPs) to reduce
the unfunded liability quicker by paying it off earlier and save interest costs (similar to
paying off a mortgage early). With the excess Fund Balance and through the establishment
of the Pension Trust, the City has built up adequate reserves to fund ADPs and reduce the
City's unfunded liabilities, saving between $905k in Year 2 up to $5.6M in Year 8, plus
millions of dollars in accrued interest.
• City Other Post -Employment Benef is (OPEB) Liability The City established an OPEB
Trust in 2008 with the California Employers' Retiree Benefit Trust (CERBT), a division
of CalPERS. The Trust was established primarily to fund the cost of the retiree health
benefit afforded to eligible City employees hired prior to 6/30/05 with 12 or more years of
service. Additionally, the OPEB Trust pays for the annual service fees for CalPERS Health
and the ongoing implied subsidy, required by the Governmental Accounting Standards
Board (GASB). Effective June 30, 2022, the Total OPEB Liability is $20.6M, with total
Trust balance of $16.6M, leaving an unfunded liability of $4.OM. However, the investment
losses experienced during Fiscal Year 20-21-22 are not reflected in these amounts. Once
the losses are reflected, the estimated unfunded liability is $5,361,000 as of 6/30/22. The
annual contribution to the OPEB Trust is approximately $645,000.
Staff has developed a conceptual Debt/Liability Paydown Strategy, whereby the available fund
balance within the General Fund is combined with the resources in the Pension Trust to pay off
the City s outstanding debt and
unfunded liabilities. The current
amount outstanding is $69.5 million.
With the Debt/Liability Paydown
Strategy, all outstanding amounts
would be paid off in 7 years by
FY2028-29, without utilizing General
Fend Recervec
Below is a table illustrating the cash flow by fiscal year assumed in the Debt/Liability Paydown
Strategy, and the corresponding budgetary savings created by paying off the debt.
Funding Sources
Payoff Schedule =
Annual
Pension
Available
OPEB Pension Civic Center MRC
Budgetary
Year #
Fiscal Year
Trust
Fund Balance
Liability Liability Loan Loan
Savings
1
2022-23
5,000,000
20,278,594
7,248,977 12,952,000 5,077,617
(1,620,001)
2
2023-24
5,000,000
10,982,828
5,361,000 10,538,003
(3,069,564)
3
2024-25
5,000,000
3,223,220
8,234,950
(4,585,647)
4
2025-26
2,000,000
5,498,008
6,819,012
(5,224,588)
5
2026-27
2,680,009
2,178,158
(6,067,321)
6
2027-28
10,788,263
10,204,668
(6,487,782)
7
- ------
2028-29
--- -- -
--------------------------------------------
8,330,579
7,430,035
---------------
(7,519,736)
-
$
-
(8
9
2030-31
I
(8,137,447)
10
2031-32
(6,966,787)
17,000,000 61,781,501 5,361,000 52,653,803 12,952,000 5,077,617 (58,150,194)
As the debt and unfunded liabilities are paid off, the annual debt service is reduced, creating
ongoing annual budgetary savings, which can be used to further accelerate the paydown of
outstanding liabilities. For example, paying off the Civic Center and MRC debt creates $2.1
million in budgetary savings, which when applied to the outstanding pension liability, pays the
debt down more quickly. Moreover, and perhaps most significant, is that once the debt has been
paid off, the budgetary savings can be reallocated to meet the needs of the community. The chart
below illustrates the annual savings
generated by this plan. The Budgetary Savings
budgetary savings peaks in Year 8 at 10,000,000
9,000,000
$8.4 million, then tapers off as the 1,010,100
'1000,000
existing Civic Center and MRC loans 6,000,000
5,000,000
■ -Pension UAL Savings
mature In Years 10 and 12, 4,000,000 ■ Civic Cc nter/MRC Savings
3,-
respectively. The savings generated Z o00,�o 000,000 ■ OPEB Savings
' I
by removing the OPEB and Pension 1'Doo,000
unfunded liability payments is Year Year Year Year Year Year Year Year Year Year Year Year Year Year Year
l� 11 1 2 3 4 5 fi 7 8 9 10 1112 13 14 15
ongoing.
To develop the Debt/Liability Paydown Strategy, a 15-year Financial Model was created for the
General Fund. In the following chart, the columns show the Available Fund Balance (green) and
25% Reserves (blue). The green line in the chart illustrates the impact on the Available Fund
Balance after implementing the Paydown Strategy. The first six years of the plan utilizes the
majority of the Available Fund Balance to pay off the outstanding debt/liabilities. Beyond Year
7, all debts are paid off, the Available Fund Balance is restored and escalates at a much faster rate
because of the reduction in annual debt service payments. By Year 15, an additional $26 million
in Available Fund Balance would be generated, all while the 25% Reserves stay fully funded
throughout the implementation of the Paydown Strategy. The additional Fund Balance would be
available to fund one-time projects outlined in the updated Quality of Life Master Plan.
90,000,000
80,000,000
70,000,000
60,000,000
50,000,000
40,000,000
30,000,000
20,000,000
10,000,000
Fund Balance Trends
Year 1 Year 2 Year 3 Year 4 Year 5 Year 6 Year 7 Year 8 Year 9 Year Year Year Year Year Year
10 11 12 13 14 15
�25%Reserve � Available Fund Balance -PaydownStrategy
90,000,000
80,000,000
70,000,000
60,000,000
50,000,000
40,000,000
30,000,000
20,000,000
10,000,000
As with any financial projection, the assumptions built into the projection will be evaluated each
year and the projections will be updated based on any changing conditions. The potential negative
impacts to this plan include the state of the economy, pending recession, or declines in revenue.
If the investment returns at Ca1PERS do not meet expectations, the unfunded liability amount
increases. If we experience a decline in revenue or the investment returns in our Pension Trust
decline, our ability to fund the debt/liability paydown decreases. For these reasons, it will be
critical to monitor the Debt/Liability Paydown Strategy and update the plan accordingly as
conditions change.
If the Council approves of this conceptual plan, staff will bring a recommendation to Council to
execute the Civic Center and MRC loan payoff at the December 13, 2022 meeting, as well as a
Resolution to utilize the Pension Trust and the necessary budget adjustments to paydown the
unfunded liabilities outlined in the plan for Fiscal Year 2022-23. Additionally, a revised Budget
Policy will be presented to memorialize the Debt/Liability Paydown Strategy, including key
milestone dates of when the plan would be revalued and updated to reflect the state of the economy
and the City's available funds.
City's Investment Program Update
At its June 14, 2022 meeting, the City Council adopted a revised investment policy. This policy
reflected revised allowable investments and incorporated best practices as recommended by the
California Municipal Treasurers Association (CMTA) and the California Debt and Investment
Advisory Commission (CDIAC). Importantly, the investment policy affirmed the three primary
goals of the investment program:
1. Safeiy of principal - achieved by ensuring that losses are avoided, whether from
securities default, broker -dealer default, or erosion of market value. This is
accomplished by selecting highly rated, investment grade securities and by structuring
the portfolio such that securities do not need to be sold at a loss.
2. Li uidi - achieved by maintaining sufficient cash balances to cover operating
expenditures and is segmented in the City's "liquidity portfolio."
3. Return on investment - achieved by purchasing securities that align with the current
market -average rate of return and is segmented in the City's "long-term portfolio."
Together, the liquidity portfolio and the long-term portfolio create the total portfolio for the City.
As of June 30, 2022, the City's total portfolio had a market value of approximately $153.7 million.
The liquidity portfolio had a market value of more than $135 million, which was invested in the
State's Local Agency Investment Fund (LAIF). The LAIF program offers local agencies the
opportunity to participate in a major investment portfolio using the expertise of the State
Treasurer's Office professional investment staff. Currently LAIF has more than 2,300 participating
agencies and $28.6 billion under management. While investments held by LAIF are safe and
liquid, investment returns are comparatively low. In addition to the liquidity portfolio, the City's
long-term portfolio had a market value of $18.7 million, invested in U.S. agency obligations,
including bonds issued by the Federal Farm Credit Bank and the Federal Home Loan Mortgage
Corporation.
With the change in the interest rate environment, Finance staff re-evaluated and established the
risk and return objectives for the investment program. The first part of the evaluation was to
determine the appropriate size of the City's "liquidity portfolio." As previously discussed, a
liquidity portfolio includes cash and other highly liquid investments that are readily available to
cover operating expenditures. Accordingly, a cash flow analysis was performed to estimate the
City's liquidity needs. This analysis found that the City's cash flow is seasonal, with the greatest
cash needs occurring between June and December of each year. In addition, the analysis found
that roughly 88% of the current portfolio was liquid.
After Council approved the revised Investment Policy in July 2022, Finance staff implemented the
strategy in August by systematically withdrawing funds from LAIF and investing them in higher
yielding instruments. Using the 2-year U.S. Treasury yield as a benchmark, investments were
made in eligible diversified sectors including corporate bonds, US Agencies, US Treasuries, and
Supranationals. As of November 2022, the total portfolio has achieved a balance of 65% liquid
($101.4 million) and 35% long-term ($54.8 million). The weighted average yield of the new
investments in the long-term portfolio ($30.6 million) has risen to 4.17% (as illustrated by the blue
line in the chart below), more than double the current LAIF yield of 1.95%.
InvestmentYield Comparison
5.0
I
I
4.34/0
I
2-Year Treasury
I
4.0
I
Revised Investment Milk
Policy in Effect
I
City'. New
3.0
Investment
Program
I
O
J
�
W
}
I
I
1.95
2.0
I
I
State Pool - LAIF
I
I
1.0
City's Former
—
Investments
I
I
0.67
0.0
I
��
Nov 21 Dec 21 Jan 22
Feh 22 Mar 22 Apr 22 May 22 Jun 22 Jul 22
Aug 22 Sep 22 Oct 22
Nov 22
MONTH
In dollar terms, the difference in yield results in an additional $56,000 in interest earnings per
month to the City. Under current market conditions, and when the investment program is fully
implemented, it is estimated that the new investment program will return an additional $93,000
per month to the City in interest earnings.
FISCAL IMPACT: No fiscal impact at this time.
ATTACHMENTS: Appendix A — Temecula 10-Year Comparisons
Appendix B — Summary of Strategic Fiscal Measures
Appendix A
to' I TY r) -17MF�
THEN AND NOW: FY2012-13 TO FY2022-23
FY 2012-13: 103,092
FY 2022-23: 109,925
Percent Increase: 6.63%
Expenditures
FY 2012-13
Revenues
$57,969,867
$58,195,650
FY N" pr
2012-13: 156
FY 2022-23: 195
Percent Increase: 25%
$130,004,923
FY 2022-23*
$141,136,262
Percent Increase (Expenditure ): 124.26%
Percent Increase (Revenues): 142.52%
* Includes Measure S Fund
S"v=w1rin
FY 2012-13: $11,593,973
I FY 2022-23: $22,990,124
Percent Increase: 98.29% '
Police Fire
FY 2012-13: 124 60
FY 2022-23: 154 71
Percent Increase: 24.19% 18.33%
FY 2012-13: $18,865,418
FY 2022-23: $29,772,002
Percent Increase: 57.81 %
n
FY 2012-13: $2,847,171
FY 2022-23: $15,289,457
Percent Increase: 437%
Number of Projects Total CIP Funded Amount
FY 2012-13: 49 $437,811,068 $325,911,068
FY 2022-23: 105 $793,744,301 $590,098,244
Percent Increase: 114.29% 81.3% 81.06%
OL
City of Temecula
Summary of Strategic Fiscal Measures
Fiscal Year 2012-23 through 2022-23
vemenr
Outside contributions
accounted for 70% of total
project costs.
Operating Budget Savings
Primary Outside Funding Sources
TUMF (Regional)
STP (Federal)
CMAQ (Federal)
ATP SB1 (State)
Measure A (Regional)
HBP (Federal)
RMRA (State)
CFD (Local)
DWR (State)
HSIP (Federal)
Developer Contributions
Appendix B
$954,775,957 Total
Contributions
Prepayment of the entire fiscal year's Employer
CalPERS Retirement
Contribution in July of each year to take advantage
$833,105 Total Savings
Prepayment
of a discount and create available resources for
(since 7/1/13)
other municipal needs
50/50 Cost Share Agreement with TVUSD for
Total Savings
$3,730,121
School Resource Officers
(since 7/1/13)
Cost share agreement with Riverside County Flood
Total Savings
City Negotiated Cost
Control District for homeless encampment clean-
up
$300,000
(since 7/1/18)
Sharing Agreements
Total Contract
Cost share agreement with Riverside County for
$2,200,603 Savings
Station 95
(7/1 /22-6/30/25)
Establishment of IRC
An irrevocable Internal Pension Stabilization Trust
Increased funded status from
Section 125 Pension Trust
set -aside funding to mitigate increases in the
CalPERS Retirement Employer Contribution
64% to 80%
Additional Measures
Street Light Acquisition and LED Retrofit
$750,000 Annual Savings
Strategic Acquisition
SMER Solar PPA- Solar Power Purchase
$40,000 Annual Savings
Agreement
Tax Allocation Bond Refinancing
Successor Agency refinanced to decrease the debt
$60,000 Annual Savings
service
Bond and Loan refinancing
Civic Center Private Placement Loan Refinancing
The City refinanced the loan for the Civic Center
$32,000 Annual Savings
facility reducing its annual debt
CFD 01-02 (Harveston)
Community Facilities
CFD 03-06 (Harveston II)
CFD 03-01 (Crowne Hill)
Average Savings
$260
District Refinancing (CFD)
CFD 03-03 (Wolf Creek)
per Parcel
CFD 03-02 (Roripaugh Ranch)
Item No. 18
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Luke Watson, Director of Community Development
DATE: November 29, 2022
SUBJECT: Community Development Department Monthly Report
RECOMMENDATION: That the City Council receive and file the Community Development
Department monthly report.
The following are the highlights for Community Development for the month of October 2022.
CURRENT PLANNING ACTIVITIES
Planning processed thirty-four (34) new applications (not including Home Occupations) and conducted six
(6) Public Hearings in October 2022. A detailed account of planning activities is attached to this report.
Planning Statistics
October
2022
Long Range Projects
i
Development Plan
i
_%dassaEe Permits
3
Mod�Cati-ans
Pre-App
4
Temporary Use Permit
-�-ariance
1
Wireless -antenna
Zornne or Planning Letter
1
Toil
34
Paseo Del Sol Tentative Tract Map No. 36483 (PA14-0087): The City is processing a Tentative Tract
Map (No. 36483) for 168 single-family homes and 11 open space lots located at the northwest corner of
Temecula Parkway and Butterfield Stage Road. (COOPER)
Winchester Hills Development Agreement Amendment (PA21-0128): The City is processing a Second
Amendment to the Development Agreement by and between the City of Temecula and Lennar Homes, Inc.,
a California Corporation and Winchester Hills I LLC, a California Limited Liability Company to rescind the
First Amendment to the Development Agreement and reinstate the original term of the Development
Agreement for the Winchester Property located within portions of Planning Area 12 of the Harveston
Specific Plan. The project has been scheduled for Planning Commission on November 16, 2022.
(COOPER)
Firenze (PA21-1023): The City is processing a Development Plan application for an approximately 498,557
square foot hotel and apartment project. The approximately 148,545 square foot, five story, 224 room hotel
includes a conference center, restaurant, wine market multi -tenant space, and outdoor courtyard dining
space. The approximately 350,012 square foot, seven story, 121-unit apartment building include a roof top
area that contains a pool/spa, cabanas, fire pit, media wall, kitchen, fitness area, and lawn/game area. The
parking for the project is located on the interior of the apartment building that is wrapped with the residential
units. The project is located approximately 665 feet north of Rancho California Road on the east side of
Jefferson Avenue. (COOPER)
Temecula Valley Hospital Master Plan Update (PA21-1525): The City is processing a Modification to
the previously approved Temecula Valley Hospital Master Plan. The updated Master Plan, at buildout will
include the existing 237,305 square foot hospital building and 5,180 square foot storage building along with
an approximately 130,000 square foot, four story Behavioral Health Building in Phase 2, an approximately
10,000 square foot expansion to the emergency department, a 125,000 square foot, five story second hospital
tower, a 80,000 square foot medical office buildings, and a 14,000 square foot utility plant in Phase 3, and
an approximately 125,000 square foot, five story third hospital tower, a 80,000 square three story foot
medical office building, and a four story parking structure with the existing helipad relocated to the roof of
the structure in Phase 4. The project is located at 31700 Temecula Parkway. A public scoping meeting for
the Subsequent Environmental Impact Report (SEIR) was held on March 23, 2022, at the Ronald H. Roberts
Temecula Public Library. The public review period for the SEIR begins on November 3, 2022 until
December 19, 2022. (COOPER)
Temecula Resort and Spa (PAs 22-0035, 22-0037): The City is processing a Development Plan and
Tentative Parcel Map for an approximately 474,137 square foot, seven (7) story, 90-foot high full service
hotel that includes a parking garage, conference facilitiesiballrooms, gallery/event space, full service spa,
restaurants, bars/lounges, retail outlets, workout facility, outdoor pool area, and a wedding garden located
on the east side of Front Street between First Street and Second Street. The project was presented to the Old
Town Steering Subcommittee on September 27, 2022 and the Old Town Temecula Planning Commission
on October 19, 2022, (COOPER)
Temecula Hyundai (PA22-0293): The City is processing a Modification to a Development Plan for the
addition of approximately 3,824 square feet to the vehicle showroom and service area, a new approximately
674 square foot vehicle delivery canopy area, elevation revisions to adhere to new corporate colors, and a
new vehicle display pad at the entry driveway located at 27430 Ynez Road. The project is scheduled for
Planning Commission on December 7, 2022. (COOPER)
Seraphina Tentative Tract Map No. 38267 (PA22-0830): The City is processing a Tentative Tract Map
(TTM 38267) for the creation of 39 single family lots and two (2) open space lots on 12.77 acres located on
the southwest corner of Joseph Road and Rita Way (APN: 957-080-027). (COOPER)
Boutique Luxury Hotel (PAs 22-0929, 0930, 0931): The City is processing a Development Plan for an
approximately 54,699 square foot, four-story, 45 room hotel that includes retail spaces, a gym, meeting
space, and a rooftop restaurant and pool area. The project is located on the west side of Old Town Front
Street approximately 400' south of Santiago Road adjacent to the U-Haul dealership. The application
package also includes requests for a Minor Exception for the height of the building to accommodate
architectural tower elements and a Variance to allow for parking within the setback due to the narrow width
of the project site. (COOPER)
Parker Medical Center II (PA22-0987): The City is processing a Development Plan for an approximately
35,601 square -foot, three story, medical office building located on the west side of Avenida De Missiones
approximately 425 feet south of Temecula Parkway. (COOPER)
Rally's (PA22-1012): The City is processing a Modification to a previously approved Development Plan
(PA15-1572) for an approximately 998 square foot drive thru restaurant located on the southwest corner of
Temecula Parkway and Mahlon Vail Road. (COOPER)
Apollo Storage (PA22-0999): The City is processing a Development Plan for an approximately 113,295
square foot, four story, self -storage facility located on the east side of Madison Ave. approximately 110 feet
south of McCabe Ct. within the Uptown Temecula Specific Plan. (COOPER)
MS Mtn View Phase VI (PAs 22-1034, 1035): The City is processing Development Plans for two (2)
proposed industrial buildings approximately 17,100 square feet and 20,825 square feet in size located at
27550 and 27562 Via Industria. (COOPER)
LONG RANGE PLANNING
General Plan Update
The Long Range Planning Division has developed a four -phase, multi -year process to update the General
Plan. Phase I is complete and included updates to Housing and Public Safety Elements. Phase I also
included an update to the City's Traffic Impact Analysis (TIA) Guidelines to analyze Vehicle Miles
Travelled (VMT) for the California Environmental Quality Act (CEQA). Phase II is in process and includes
an update to the Quality of Life Master Plan (QLMP), reconciling the City's GIS Maps on a parcel by parcel
basis, a baseline EIR analysis of the City's Circulation Element, and developing a Complete Streets Policy
document. Phase III will include a Fiscal Land Use Study to analyze the City's remaining development
capacity and market absorption potential for residential, commercial, and industrial development. The final
phase is to work with a General Plan Advisory Committee to update to the General Plan and EIR over an
18-month timeframe. (PETERS)
Quality of Life Master Plan Update: On April 27, 2021, the City Council established a Blue Ribbon
Committee (BRC) to update the Quality of Life Master Plan (QLMP). The QLMP identifies the City's six
core values, including: 1) Healthy and Livable City; 2) Economic Prosperity; 3) Safe and Prepared
Community; 4) Sustainable City; 5) Transportation Mobility and Connectivity; and 6) Accountable and
Responsive City Government. Projects and programs proposed in the City's Annual Operating Budget and
Capital Improvements Program must be consistent with the City's Core Values. Performance measures
(indicators) are measured annually to track progress and the completion of goals and objectives. The last
BRC meeting is scheduled for July 21, 2022. The Preliminary Draft document will be presented to the
remaining Commissions in October. The Final Draft QLMP is scheduled for the City Council meeting on
November 15th. (PETERS)
Permit Ready ADU Program (LR19-1464): The City received an SB 2 Grant from the State Department
of Housing and Community Development (HCD) to prepare, adopt, and implement a Permit Ready
Accessory Dwelling Unit (ADU) program. The ADU program will encourage the construction of ADUs,
offering property owners a selection of pre -approved ADU building plans that can be obtained at the
Community Development Department, free of charge. On September 16, 2020, the RFP closed on
PlanetBids. The City received three detailed proposals from qualified consultants. After detailed review of
all the proposals, staff selected checkerboardSTUDIOS Consultant Firm. On March 18, 2021, staff kicked
off the project with the Consultant and staff from Planning, Building & Safety, Public Works, and Fire. This
will be a joined effort between the internal departments and the consultant. Staff is working with the
consultant on the first task (Phase 1: Schematic Design), staff has provided feedback of the Schematic
Design taking into consideration the School District and Development Impact Fee (DIF) fees, and
appropriate unit type and size. On, October 19, 2021, staff presented at the draft site plan and architecture
designs to the Southern Riverside County Association of Realtors (SRCAR). On November 30, 2021, staff
held an Open House to solicit feedback from the professional community (i.e., Engineers, Contractors,
Architects, etc.), the meeting will be open to the public. Staff is currently reviewing the construction
drawings. Plans will be going back into review to update the plans to account for the 2022 Building Code.
(RABIDOU)
Uptown Temecula Specific Plan Amendment (LR19-1458): An amendment to the Uptown Specific Plan
to implement the following changes: modify graphics to reflect consistency with text regarding allowable
frontage types, amend street cross sections (graphics), amend plant pallet and silva cell requirements for
street trees, implement a street naming convention, amend streetlight spacing and other typographical errors.
Staff has reached out to Spurlock Consulting for assistance in updating the Sidewalk and Streetscape
Standards and is awaiting a scope of work and timeline. Public Works is drafting new street sections for the
Specific Plan anticipated completion in November. (COLLINS)
Transportation Discovery and Existing Conditions Analysis (LR20-1071): The City received an SB 2
Grant from the State Department of Housing and Community Development (HCD) to prepare an internal
document for staff to identify potential transportation focused areas as part of Phase 2 of our General Plan
Update process and timeline. The City has hired Fehr & Peers (F&P) to document existing transportation
conditions in the City, provide benchmarking information on how transportation facilities, transportation
use and policies compares to other peer agencies (through benchmarking) and will evaluate how much of
the current Circulation Element has been implemented. Staff worked with F&P to identify methodology,
thresholds, and mitigation to address VMT for the California Environmental Quality Act evaluation, which
the City Council adopted in May 2020. On July 19, 2021, Staff has a scheduled internal meeting with Fehr
& Peers, they present to staff the Data Collection Status. Currently, the consultant is developing the three
scenario runs to be reviewed by staff prior to conducting a full model run. (PETERS)
Mobile Food Trucks (LR20-1472): On February 23, 2021, staff presented to the Economic Development
Subcommittee members (ME/JS) on Mobile Food Trucks (MFT). This was a noticed meeting with one
public comment in favor of MFT, read by Stuart Fisk. The intent of the meeting was to get the
subcommittee's feedback on the potential for MFT to operate in the City. Staff presented the definition of
MFTs, existing regulations, standards of operation to consider, and Pros & Cons list. The subcommittee
advised staff to create a framework and come back to the committee for discussion. Staff is working on
developing the framework. Staff took the draft to Community Development Brainstorming Meeting on May
4, 2022, for review. Revisions necessary. Staff has shelved the Ordinance for the time being in an effort to
have a smaller test of food truck operations within the City by allowing food trucks to operate at alcoholic
beverage manufacturer (Breweries, wineries, etc.) exclusively serving their customers entirely on private
property and under the requirements of Riverside County Ord. No. 580. These changes are a part of the
annual Title 17 update which is scheduled for Planning Commission on November 16, 2022. (COLLINS)
Shopping Cart Ordinance (LR21-0909): An ordinance to modify Title 9 Public Peace, Morals and Welfare
of the Temecula Municipal Code to regulate shopping carts. Shopping carts continue to be left throughout
the City, costing taxpayers and businesses money to retrieve, repair or replace these carts. The ordinance
proposes mandatory physical measures for all retailers with shopping carts, exemptions provided for,
exemptions are invalid for retailers whose carts are found more than 3 times in a 12-month period. Staff
presented the draft ordinance to the City Council Public Safety Subcommittee on January 18, 2022 (Rahn,
Edwards), direction to staff was to conduct more outreach to businesses, chamber of commerce as well as
to present the ordinance to the Planning Commission Commercial Center Subcommittee. Staff hand
delivered 82 letters to all businesses within the City, presented the draft ordinance to the Temecula Valley
Chamber of Commerce on January 11, 2022, and presented to Planning Commission Commercial Center
Subcommittee on February 16, 2022 (Turley-Trejo, Watts). Commissioners were supportive of the
ordinance, recommended the framing be as a responsibility and not assign blame. Staff was requested to
present again to the Subcommittee's to show outreach efforts and report feedback. The Shopping Cart
Ordinance was passed, staff again hand delivered an outreach packet to all businesses who provide shopping
carts which contained the Ordinance itself and a letter explaining the requirements of the Ordinance, time
frame, etc. and contact information for any questions or concerns. (COLLINS)
Temecula Creek Wildfire Risk Reduction Community Plan (LR21-1331): Temecula applied for and
was awarded a $300,000 grant to develop Temecula's first Community Wildfire Protection Plan (CWPP).
The grant has a $78,000 match (staff time), the remainder is to onboard a consultant to draft the plan. RFP
has closed and SWCA Environmental was selected as the winning candidate. Staff is currently working to
place the item on the City Council for their consideration. (COLLINS)
Municipal Code Update (LR22-0182): An update to the Temecula Municipal Code Title 5 and 17. Updates
to Title 5 are limited to clarification for exemptions to the requirements of Chapter 5.22 Massage
Establishments specific to chair massage and specifies limits to existing exemptions. Updates to Title 17
include changes to the separate conveyance of Accessory Dwelling Units IAW AB 345. Additionally,
ADU's would require all equipment (including window AC units) to be screened from the R-O-W and
update the definition of guest house and secondary dwelling unit. Update PDO-4 & PDO-10 to require
restaurants that provide live entertainment comply with Chapter 9.10 Live entertainment License. Item is
scheduled for the Planning Commission on November 19, 2022, and City Council on January 18, 2023.
(COLLINS)
WRCOG REAP Agreement (LR22-0664): An agreement between WRCOG and the City to provide
consultation services to provide analysis of required municipal code updates as they relate to the new slate
of housing laws, such as SB-9, ADU Laws, etc. Additionally, would evaluate changes to the municipal code
required after the adoption of the 6th Cycle Housing Element. The cost is included as a benefit to member
agencies of WRCOG. WSP is the consultant selected by WRCOG to assist the city review its Municipal
Code in relation to the new housing bills passed. Staff has bi-weekly meetings with the consultant to address
the changes and will discuss proposed changes at a future date in consultation with the City Attorney's
Office. Staff has received the draft analysis and will be reaching out for policy direction. (COLLINS)
Old Town Specific Plan Update (LR21-0279): An amendment to the Old Town Specific Plan to implement
the following changes: (1). Revise maximum building height for three and four-story buildings in the
Downtown Core District from 50 feet to 55 feet, (2) Add provisions to allow for raised commercial outdoor
patios (24-inch height), (3). Revise commercial ground floor fagade standards to prohibit the use of
aluminum shop front or spandrel panels, (4) Clarify existing parking structure setback language, (5) Revise
architectural guidelines related to varied rooflines and fences, (6) Revise non -conforming use language for
single-family homes in the Residential and Limited Mixed -Use Zones for consistency, (7) Revise alley
requirements to clarify utility locations, trash services, and delivery requirements, (8) Amendment the Use
Matrix to allow beer tasting, escape rooms, entertainment licenses, (9) Revise existing bed and breakfast
language to ensure consistency with the Municipal code. The project is anticipated to be heard before the
City Council on November 29, 2022. (JONES)
HOUSING
Las Haciendas Affordable Housing Project: The City is processing a Development Plan for a 77-unit
affordable multi -family housing community consisting of two residential buildings, a community building
and tuck -under parking located at 28715 Las Haciendas. The City Council approved a Loan Agreement with
Community Housing Works (CHW) for the use of affordable housing tax allocation bond proceeds on May
26, 2020. The developer held a virtual community workshop on July 28, 2020. The item was approved by
the Planning Commission on October 7, 2020. An amendment to the Loan Agreement was approved at the
April 27, 2021, City Council meeting. A tax allocation application was forwarded to the state in March 2021.
The applicant has submitted Building Permits and Grading Permits. CHW was awarded tax credits in June
2021. The project is under construction. (RABIDOU, WATSON)
Vine Creek Disposition and Development Agreement (DDA): City Council approved the DDA with
Temecula Pacific Associates on June 25, 2019, for the development of 60 affordable units on City -owned
property on Pujol Street. The developer is looking to secure financing from the State of California prior to
construction. The City and developer will collaborate with the County of Riverside and the State Department
of Housing and Community Development for additional funding opportunities through the Permanent Local
Housing Allocation grant. The project has received state tax credits as of June 2022. The applicant is moving
forward with the project based on this additional funding. (WATSON)
Housing Element Update (LR18-1620): The City is working with De Novo Planning Group to update the
2021-29 Housing Element. De Novo will also assist with the Regional Housing Needs Assessment (RHNA)
process, community engagement, and California Environmental Quality Act. The current Housing Element
was certified by the Department of Housing and Community Development (HCD) in 2013 and serves as the
foundation for the update. The Housing Element is a required part of the City's General Plan and is a
blueprint for meeting the housing needs of residents, at all economic levels, and addressing segments of the
population with special needs. The City Council General Plan Ad Hoc Subcommittee, consisting of Council
Member Edwards and Mayor Rahn, and the Planning Commission General Plan Ad Hoc Subcommittee,
consisting of Commissioners Watts and Turley-Trejo, will serve as advisory bodies.
Running concurrently with the Housing Element Update is the Regional Housing Needs Assessment
(RHNA). The RHNA planning cycle is an eight -year cycle and covers October 2021 through October 2029.
The Final RHNA allocation was issued in September 2020. Staff is working with the consultant to update
data and write draft chapters. A Housing Workshop was held on August 17, 2021, with approximately 12
attendees. The item was recommended for adoption by the Planning Commission at the September 15, 2021,
Planning Commission meeting. The Riverside County Airport Land Use Commission (ALUC) and
California Board of Forestry and Fire Protection have signed -off on the Housing Element. The item was
approved by the City Council on October 12, 2021. The City Council adopted the revised Housing Element
on February 8, 2022. Staff has submitted a formal set of changes to HCD as of October 10, 2022.
(RABIDOU)
BUILDING & SAFETY
Building and Safety statistics for October 2022 are highlighted in the following table.
Building &Safety Statistics
October
2022
Permits
40'
Nmv Single Family Units
12
New Commercial Building
4;
Photovoltaic
153
Tenant Improvement
11
Non Construction C of 0
43
Number ofAetiv.ePlan Checks
120
Number of New Plan Checks
73
Number of Fimaled Permits
286
Inspections JL
2641
Luspections Per Dav
120.05
Inspections Per Person Per Day
30.01
Stops Per Month
936
Visitors to Counter
815
New Construction Projects Currently in Plan Check
❑ Remington Industrial Building - New Industrial Building (32,792 SF)
❑ Curio Hotel - New Hotel (72,486 SF, 4 story hotel w/ basement parking garage)
❑ Mountain View Industrial Buildings - Seven (7) New Industrial Buildings (78,704 SF total)
❑ Las Haciendas Apartments - Two (2) New Mutli-Family Affordable Housing Apartment Buildings
(77 units + I Rec Bldg)
❑ Vail Ranch Town Center - New Retail Building (6,100 SF total)
❑ Rancho Community Reformed Church School Building - New Private School Building (1], 405 SF
Elementary School Building w/ 10 classrooms)
❑ Shell Building for Dental Office use - New Shell Office Building (7,071 SF)
❑ Solana Winchester Hills - Eight (8) New Multi -Family Attached Homes (349 units + 1 rec Bldg)
❑ Jefferson Buecking Apartments - Six (6) New Multi -Family Apartment Buildings (260 units total, I
leasing office w/ clubhouse building and I fitness center w/ mailroom building)
❑ Rendezvous II Apartments - Seven (7) New Multi -Family Apartment Buildings (134 units total)
❑ EverHome Suites - New Hotel (65,567 SF, 4 story hotel)
❑ Arrive @ Rancho Highlands - New Multi -Family Building (12 townhomes)
❑ Vine Creek Apartments - Two (2) New Multi -Family Affordable Housing Apt. Buildings (60 units
total)
F1 Temecula Express Carwash - New Carwash Building (6,240 SF w/ tunnel)
Non -Construction Certificate of Occupancy
❑ Riverside Appliance Store (5,000 SF)
❑ K Sushi Bar & Grill (3,399 SF)
Tenant Improvement
❑ Parlay Cafe (4,005 SF)
❑ Epic Eats (4,218 SF)
CODE ENFORCEMENT
During the month October, Code Enforcement responded to 121 web inquiries. In addition, the division
opened 169 code cases, conducted 340 regular inspections, and forwarded 22 referrals.
Code Enforcement Statistics
October
Abandoned or Inoperable Vehicle
1
Vacant Home! Prop. Maintenance :Infestation .•iol
25
Business or Nome Occupation w o license. CLIP
Trash and Debris Dumping
Overgrown i e getation 'Needs. Fire Nazard
11
Green Pool. Vector Control S#ammt Water
Graffiti
13
Noise.'Nuisance,Anunal Control
Trailer : RV Stored Boat. Parking
14
Construction w o Perri#;Building Code
Encroach Public ROW. Trash Cans
18
Zoning Signs
Public aafen- 8- Health
2
Total Number of Cases;1
Foreclosure Tracking: Code Enforcement works with the local real estate community to monitor
foreclosures, defaults and real estate owned properties.
Foreclosure statistics
October 2022
Residential - Default
*;
Residential - Foreclosure
22
Reaidetttial - REO
14
Total - Residential
73
Comrnermal - Default
0
Coinmercial - Foreclosure
1
Commercial - REO
0
Total - Commercial
1
ATTACHMENT: Current Planning Activity Report
PLANNING ACTIVITY REPORT
Assigned Planner Approval
PA Number Project Address APN Apply Date Date
Applicant Company Owner Plan Type Status
PA22-1006 965-400-001 Yannin Marquez 10/03/2022 10/05/2022
Partner Partner STAGE & PL Zoning or Approved
Temecula, CA
Engineering and Engineering and DEPORTOLA Planning Letter
Science Science
Case Title / Description: Residential ZL: a Zoning Letter verification request for parcel 965-400-001.
PA22-1008 41892 Motor Car Pky 921-680-003 Jaime Cardenas 10/04/2022
Lawrence Toyota of PL Modifications Plan Review
Temecula, CA 92591
Sullivan Temecula
Case Title / Description: Toyota EV Charger MOD: a Modification application to install one new car charger
at the Temecula Valley Toyota service center located at 41892 Motor Car parkway.
PA22-1009 26631 Ynez Rd 921-720-006 Jaime Cardenas 10/04/2022
Larry Sullivan Tom Rudnai PL Modifications Plan Review
Temecula, CA 92591
Case Title / Description: Toyota EV Dealership Charger MOD: a Modification application to add an EV
charger to the existing dealership site located at 26631 Ynez Road.
PA22-1011 32477 Toyon Rd 964-843-001 Scott Cooper 10/05/2022 10/05/2022
Dena Upp escrow acct WOODSIDE 05S PL Modifications Approved
Temecula, CA 92591
5074 authorized
user
Case Title / Description: Sommers Bend PA18A MOD: A Modification (Planning Review Only) to a
previously approved Home Product Review (PA20-1321) for the addition of enhanced right elevations to Plan
3 for lot 63 of PA18A of Sommers Bend.
PA22-1012 43995 Mahlon Vail Rd 960-020-077 Scott Cooper 10/05/2022
Chris Post 79 Temecula PL Modifications Out
Temecula, CA 92592
Plaza, LLC
Case Title / Description: Rally's Burgers MOD: A Modification to a previously approved Development Plan
(PA15-1572) for an approximately 998 square foot drive thru restaurant located on the southwest corner of
Temecula Parkway and Mahlon Vail Road.
PA22-1013 28580 Pujol St 922-053-047 10/06/2022
Jarrod Short Pacific West Pacific West PL Variance Plan Review
Temecula, CA 92590
Communities Communities
Case Title / Description: Vine Creek Residential Variance: A Variance for to allow for a deviation from the
Old Town Specific Plan build -to -line requirements due to the physical constraints of the property. The project is
located at 28580 Pujol Street.
Page 1 of 5
Assigned Planner Approval
PA Number Project Address APN Apply Date Date
Applicant Company Owner Plan Type Status
PA22-1014 28964 Old Town Front St 922-120-010 Jaime Cardenas 10/10/2022
James Reavis Hearn Street PL Modifications Plan Review
Temecula, CA 92590
Holdings
Case Title / Description: Harley-Davidson Revised Landscape MOD: a Minor Modification application to
remove and replace the landscaping on the parking lot with a decorative gravel and drought tolerant design to
the Harley-Davidson motorcycle dealership located at 28964 Old Town Front Street.
PA22-1015 27360 Ynez Rd 921-290-009 Jaime Cardenas 10/10/2022
Christopher 27360 YNEZ PL Modifications Plan Review
Temecula, CA 92591
Campbell ROAD
Case Title / Description: Paradise Chevrolet Kiosk MOD: a Modification application to add a service
department kiosk at the parking lot of the existing Paradise Chevrolet dealership located at 27360 Ynez Road.
PA22-1016 33385 Wolf Store Rd 960-030-013 Scott Cooper 10/11/2022
Craig Swarts Craig Swarts PL Modifications Out
Temecula, CA 92592
Case Title / Description: Wolf Store Rd. Fuel Station MOD: A Modification to a previously approved
Development Plan (PA21-0449) to eliminate the access between the two parcels and the addition of three
parking spaces to the fuel station located on the southwest corner of Wolf Store Road and Butterfield Stage
Road.
PA22-1018 955-202-015 Eric Jones 10/13/2022 11/03/2022
Garrett wait PALOMA DEL PL Modifications Approved
Temecula, CA
SOLASSN
Case Title / Description: Paloma Del Sol CC&R Amendment: A Minor Modification (Planning Review Only)
to allow certain revisions to the existing Paloma Del Sol CC&R document. The project is located within the
Paloma Del Sol Specific Plan generally located between Pauba Road, Margarita Road, and Butterfield Stage
Road.
PA22-1019 28134 Jefferson Ave 921-060-040 Scott Cooper 10/14/2022
Anthony Yang CHH PL Modifications Out
Temecula, CA 92590
Case Title / Description: Rosa's/Hilton Garden Inn MOD: A Modification (Planning Review Only) to relocate
the 27 off -site parking spaces for Hilton Garden Inn to the Rosa's parking lot during the construction of the
Firenze project.
PA22-1020 41920 6Th St 922-024-027 Eric Jones 10/14/2022 Lance Richmond Blaine Smith PL Modifications Cancelled
Temecula, CA 92590
Case Title / Description: The Old Town Deli Minor Modification (Planning Review Only): A Modification
application (Planning Review Only) to allow a new rear roll -up door and front patio railing to an existing
restaurant. The project is located at 41920 6th Street.
PA22-1023 40910 Temecula Center Dr 916-400-025 Scott Cooper 10/17/2022 10/19/2022 Kasey Clark Garth PL Modifications Approved
Temecula, CA 92591 Blumenthal
Case Title / Description: Mercedes Signage MOD: A Modification (Planning Review Only) to add one (1)
24'-9" pylon sign with landscaping and an auto display deck and one (1) T-11" directional sign at
Mercedes-Benz of Temecula located at 40910 Temecula Center Dr.
Page 2 of 5
Assigned Planner Approval
PA Number Project Address APN Apply Date Date Applicant Company Owner Plan Type Status
PA22-1025 27731 Diaz Rd 921-030-001 Eric Jones 10/18/2022 Niraj Patel Westcore Alpha PL Modifications Plan Review
Temecula, CA 92590 Diaz, LLC
Case Title / Description: Amazon Delivery Van Parking Lot Modification Application: A Modification
application to allow a parking lot expansion to accommodate delivery van parking. The project is located at
27731 Diaz Road.
PA22-1027 28822 Old Town Front St, 306 922-093-003 Yannin Marquez 10/20/2022 11/08/2022 Sam Visnic
Temecula, CA 92590
Case Title / Description: Release Massage Therapy MEP: A Message Establishment Renewal for Release
Massage Therapy located at 28822 Old Town Front Street, Suite 306.
James Demarco PL Massage Approved
Permits
PA22-1030 32909 Temecula Pky, , 105 960-030-042 Yannin Marquez 10/20/2022 11/08/2022 Dennis Lam Jerry Swanger PL Massage Approved
Temecula, CA 92592 Permits
Case Title / Description: Massage Envy MEP: A Massage Establishment Renewal for Massage Envy at
32909 Temecula Parkway for Suite 105.
PA22-1032 42101 Moraga Rd 921-310-025 Jaime Cardenas 10/24/2022 11/04/2022 Jordyn Moreland St. Thomas The PL Wireless Approved
Temecula, CA 92591 Hermit Coptic Antenna Facility
Orthodox Church
Case Title / Description: 42101 Moraga Dish Wireless MOD: a Wireless Antenna Facility application to
increase the height of the existing tower to accommodate new antennas, ground equipment and ancillary
equipment to the wireless facility located at 42101 Moraga Road.
PA22-1034 27562 Via Industria 909-290-048 Scott Cooper 10/25/2022 Mario Calvillo
Temecula, CA 92590
Case Title / Description: MS Mountain View - Bldg 15 DP: Development Plan for the construction of an
approximately 17,110 square foot industrial building located at 27562 Via Industria.
PA22-1035 27550 Via Industria 909-290-023 Scott Cooper 10/25/2022 Mario Calvillo
Temecula, CA 92590
Case Title / Description: MS Mountain View - Bldg 16 DP: Development Plan for the construction of an
approximately 20,825 square foot industrial building located at 27550 Via Industria.
MS -Mountain PL Development Plan Review
View, LLC Plan
MS -Mountain PL Development Plan Review
View, LLC Plan
PA22-1036 28910 Rancho California Rd, 921-060-024 Yannin Marquez 10/25/2022 Xiaolong He CRAIG NELSON PL Massage Plan Review
101
Permits
Temecula, CA 92590
Case Title / Description: Dream Tree Spa Inc. MEP: A Massage Establishment Permit (change of
ownership) for Dream Tree Spa Inc. located at 28910 Rancho California Road, Suite 101.
Page 3 of 5
Assigned Planner Approval
PA Number Project Address APN Apply Date Date Applicant Company Owner Plan Type Status
PA22-1038 910-262-061 Scott Cooper 10/25/2022 Musashi Liu City of Temecula PL Temporary Out
Temecula, CA Use Permit
Case Title / Description: Jefferson/Buecking Construction Trailer TUP: A Temporary Use Permit to allow for
a temporary construction trailer on site throughout the construction of the Jefferson/Buecking apartment
project.
PA22-1039 28495 Old Town Front St 922-026-008 10/25/2022 Christopher RCM Capital PL Modifications Plan Review
Temecula, CA 92590 Campbell Partners
Case Title / Description: Old Town Trash Enclosure Minor Mod (Planning Review Only): A Modification
application (Planning Review Only) to allow for a new trash enclosure that will service an existing structure.
The project is located at 28495 Old Town Front Street.
PA22-1040 964-630-007 Scott Cooper 10/25/2022 Thomas Fuller WOODSIDE 05S PL Modifications Plan Review
Temecula, CA
Case Title / Description: Butterfield Stage Road HOA Slope Landscape Plans
PA22-1041 27713 Jefferson Ave 921-400-023 Katie Garcia 10/25/2022 11/03/2022 Jasmine
Temecula, CA 92590 Guerrero
Case Title / Description: Dia De Los Muertos TUP: a Major Temporary Use Permit to allow a "Day of the
Dead" event consisting of a car show, market style vendors, and music on November 4th from 4pm - 11:59pm
at the parking lot of the existing property located at 27713 and 27715 Jefferson Avenue.
JEFFERSON PL Temporary Approved
PLAZA CENTER Use Permit
PA22-1042 41878 4Th St 922-032-026 Yannin Marquez 10/26/2022 10/26/2022 Mike Perkett MELISSA PL Modifications Approved
Temecula, CA 92590 LIPPERT
Case Title / Description: Lippert Addition: a Modification application for a proposed 393 square foot addition
to the rear of the existing single-family residence located at 41878 4th Street.
PA22-1043 42211 Stonewood Rd 921-300-012 Yannin Marquez 10/26/2022 Ali Fartash
Temecula, CA 92591
Case Title / Description: Stonewood Apartment Homes MOD: A Minor Modification application to approve a
797 square feet maintenance storage building located at the west side of 42211 Stonewood Road.
SOMERSET LP PL Modifications Plan Review
PA22-1044 27973 Diaz Rd 921-041-011 Yannin Marquez 10/26/2022 Carolina Dunbar Diaz LLC PL Modifications Plan Review
Temecula, CA 92590 Vanderpoel
Case Title / Description: BD ZebraSci MOD: A Minor Modification application for a new 311 square feet
masonry enclosure to enclose a new 60kW/ 75kVA diesel generator located at north side of 27973 Diaz Road
Building A.
Page 4 of 5
Assigned Planner Approval
PA Number Project Address APN Apply Date Date
Applicant Company Owner Plan Type Status
PA22-1045 916-400-042 Scott Cooper 10/28/2022
Marcus Solana PL Temporary Plan Review
Temecula, CA
Rethwisch Winchester LLC Use Permit
Case Title / Description: Solana Winchester Construction Trailer TUP: A Temporary Use Permit to allow for
a temporary construction trailer on site throughout the construction of the Solana Winchester apartment
project.
PA22-1046 44239 Margarita Rd 959-080-017 Yannin Marquez 10/31/2022 11/02/2022
Sara De La Cruz A&S Jacksons Food PL Modifications Out
Temecula, CA 92592
Engineering Stores, Inc.
Case Title / Description: Jackson Store #223 MOD: A Minor Modification (Planning Review Only) for the
removal of one parking space and restriping of existing parking spaces at 44239 Margarita Road.
PA22-1047 32171 Daybrook Terrace 964-770-002 Scott Cooper 10/31 /2022
Dena Upp escrow acct SHAWOOD PL Temporary Plan Review
Temecula, CA 92591
5074 authorized Communities Use Permit
user
Case Title / Description: Sommers Bend Model Home Complex (PAs 19, 20B, 21): a Model Home Complex
for PAs 19, 20B, & 21 of Sommers Bend for three (3) model homes, an experience center, a sales office,
landscaping, and parking lot.
PREAPP22-1 27635 Diaz Rd 921-030-043 Eric Jones 10/04/2022 10/13/2022
Bryan Jones DIAZ RE PL Completed
007 Temecula, CA 92590
HOLDINGS Pre -Application
Case Title / Description: Diaz Road Storage Lot Pre -Application: A Pre -Application to review two possible
RV storage lot configurations. The project is located at 27635 Diaz Road.
PREAPP22-1 40710 Winchester Rd 910-420-029 Jaime Cardenas 10/04/2022 10/17/2022
Janet Reid Seritage PL Completed
010 Temecula, CA 92591
Pre -Application
Case Title / Description: Texas Roadhouse Preapp: a Pre -Application for a proposed 8,000 square foot
restaurant located on the parking lot of the former Sear's building site located at 40710 Winchester Road
(APN 910420029).
PREAPP22-1 43040 Rancho Way 921-040-018 Jaime Cardenas 10/18/2022
Curtis (Curt) Carlos Alvarez PL Plan Review
024 Temecula, CA 92590
Kucera Pre -Application
Case Title / Description: Refuge Brewery Modification Pre -Application: A Pre -Application to modify the
tasting room within Suite 100 and create a new 770 square foot outdoor tasting room for Refuge Brewery
located at 43040 Rancho Way Suite 100 and 200.
PREAPP22-1 42974 Roick Dr 909-320-056 Eric Jones 10/25/2022 11/03/2022 Sherrie Munroe Copan PL Completed
037 Temecula, CA 92590 Diagnostics Inc. Pre -Application
Case Title / Description: Roick Temecula Industrial Office Pre -Application: A Pre -Application to review a
proposed warehouse building totaling approximately 5,807 square feet. The project is located at 42974 Roick
Road.
Page 5 of 5
Item No. 19
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: John Crater, Division Chief
DATE: November 29, 2022
SUBJECT: Fire Department Monthly Report
PREPARED BY:
RECOMMENDATION:
Report.
Wendy Miller, Management Analyst
That the City Council receive and file the Fire Department Monthly
City of Temecula Fire Dep
Temecula Fire Department Service Calls
(lctnher 2022
artment
O TE.Lincident Type —A.
Commercial Fire 0
• False Alarms 85 '
j
• • ~, �; ••• �y
Haz Mat 6 � • . •
Medical 660 � s ��;. + �� � .: •
�a Multi-Fam 0
1989 •
'IIb%0 Other Fire 6 • • �'•' ' '�'� '�' •
Other Misc 5 * �_�= _ • �;; • •%
Public Assist 40 �• �!• �� ���
ism ��_ . •.
Residential Fire 2 ti �• � ,r
Rescue 0 _••.may
Ringing Alarm 4 •
a �xo�woa � •
Standby 13
Traffic Collision 74
WildlandNehicle Fire 2
Total 862
a
City of Temecula Fire Department
Temecula Fire Department
Plan Review and Inspections
° TEn�EOctober 2022
�a U�
Plan Review and Inspections October Year to Date
.� Plan Review 495 5063
oil°t
a
1989 ����� Construction Inspections 371 3587
NEW p4e0 Annual Inspections 202 5090
Counter/Public Inquiries 31 318
��,�� COIINTp
F c
�4
City of Temecula Fire Department
Temecula Fire Department
October 2022
FF—
R and Public Education Number Number Public -
Programs of Events of Hours Contacts
School Events 7 10 695 AN&
Adult Education 2 4 150
Fair/Safety Expo 5 23 1500
i Display 2 4 300
�� Station Tour 3 4 60
City of Temecula Fire Department
PR Events
Fire Station 95 Open House
ar4
City of Temecula Fire Department
First Annual Mini Muster
F4,*, -, �,,
Ij
CITY Of TEMECULA
I.-,, -7-AM
I-•
tem No. 20
CITY OF TEMECULA
AGENDA REPORT
TO: City Manager/City Council
FROM: Patrick Thomas, Director of Public Works/City Engineer
DATE: November 29, 2022
SUBJECT: Public Works Department Monthly Report
RECOMMENDATION: Receive and file the Public Works Department Monthly Report for
Capital Improvement Projects, Maintenance Projects, and Land Development Projects. This report
may also be viewed on the City's website at:
hlt2://temeculaca.gov/270/Cqpital-improvement-Projects-CIP
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
CAPITAL IMPROVEMENT PROJECTS
CIRCULATION PROJECTS
Cherry Street Extension & Murrieta Creek Crossing, PW19-15
Description: Preliminary design of the Extension of Cherry Street from Adams Avenue to Diaz Road, including a new
crossing of Murrieta Creek.
Cost: $37,248,262
Status: The City received 30% plans for a low flow crossing. Environmental agencies have stated that a low -flow
crossing is a non -starter. Design consultant is preparing a bridge planning study, to be completed in
Summer 2023.
Diaz Road Expansion, PW17-25
Description Improve Diaz Road to meet the roadway classification of Major Arterial (4 Lanes Divided), between Cherry
Street and Rancho California Road. The 2.2-mile stretch will be widened, extended, and/or improved to
create a contiguous Major Arterial segment. The project will be developed and constructed in two phases.
Phase 1 will include improvements on Diaz Road from Winchester Road to Rancho California Road. Phase
2 will include improvements on Diaz Road from Cherry Street to Winchester Road.
Cost: $14,255,991
Status: Phase 1 design, Phase 1 & 2 environmental studies, and Phase 1 permitting November 2019 — January
2023. The Initial Study has been approved, Mitigated Negative Declaration adopted, and Notice of
Determination filed in May 2022. Design is 90% complete. Regulatory permit applications have been
submitted for USACE 404 Nationwide Permit and CDFW Streambed Alteration 1602. Current activities
include consultant review of 90% plan check comments, design coordination with utility purveyors (SCE,
RCWD, and EMWD) and City project PW16-05 Murrieta Creek Bridge at Overland Drive, Riverside County
Flood Control review of 90% design plans and Encroachment Permit application, and preparation of
regulatory permit applications for SWRCB 401 Water Quality Certification and USACE Section 408.
Construction previously anticipated to start in Spring of 2023 is now delayed to Spring/Summer of 2024 due
to EMWD sewer line project on Diaz Rd starting construction in Q1/Q2 of 2023
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
CIRCULATION PROJECTS (Continued)
French Valley Parkway/Interstate 15 Improvements- Phase 11, PW16-01
Description: Design and construction of the two-lane northbound collector/distributer road system beginning north of the
Winchester Road interchange on -ramps and ending just north of the Interstate 15/Interstate 215 junction
with connection to Interstate 15 and Interstate 215.
Cost: $138,736,346
Status: City has completed review of proposals received September 1, 2022 in response to RFP 270 for
Construction Management / Resident Engineering services, has identified the most qualified proponent,
and is conducting professional negotiations on the final terms of an agreement. Bids received on October
6, 2022 for the Construction Contract were rejected on October 25, 2022. The contract is being rebid with
Bid Opening scheduled for December 1, 2022. Target for beginning of construction is February 2023.
1-15 Congestion Relief, PW19-02
Description Design and construction of a single auxiliary lane, northbound Interstate 15 connecting the Temecula
Parkway on -ramp to the Rancho California Road off -ramp.
Cost: $8,971,710
Status: Design and environmental studies November 2019 — December 2022. Current activities include Caltrans
review of the Storm Water Data Report, Permit Engineering Evaluation Report, and revalidation of the
CEQA Categorical Exemption. The City is revising the 100% Plans, Specifications, and Estimate per latest
2022 Caltrans Standard Plans and Specifications. Target for beginning of construction is Spring 2023.
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
CIRCULATION PROJECTS (Continued)
Murrieta Creek Bridge at Overland Drive, PW16-05
Description: Design and construction of a new bridge crossing over Murrieta Creek between Rancho California Road
and Winchester Road.
Cost: $26,073,374
Status: The City applied and was approved to receive Federal Highway Bridge Program (HBP) funds. City Council
approved the design agreement with CNS Engineers Inc. at the March 12, 2019, meeting. Preliminary
Environmental Study (PES) approved by Caltrans on August 15, 2019. Plans are 30% complete. RCA
JPR Conformance is approved. Biological monitoring in Temecula Creek for potential mitigation site is
complete as of July 2021. Project has received MSHCP conformance. Staff continues to work with Caltrans
to advance HBP Grant Funds to earlier fiscal years. Caltrans HBP Program management had proposed
reducing the curb -to -curb width of the bridge that is considered "participating" for grant funding purposes.
Staff has been able to address this issue with Caltrans and the majority of the bridge width will remain as a
participating cost. 2022 HBP Bridge Update was submitted in August. NEPA approval is anticipated in
November of 2022, Caltrans review time has been longer than anticipated.
Overland Drive Widening, PW 20-11
Description This project includes widening Overland Drive from Jefferson Avenue to Commerce Center Drive, to two
lanes in each direction, and the completion of missing segments of sidewalk, streetlights, and installation
of the traffic signal at Commerce Center Drive and the modification of the traffic signal at Jefferson Avenue.
Cost: $2,894,420
Status: 60% plan check submittal package was returned to design consultant for corrections in mid -September.
90% plan check submittal package is anticipated to be submitted in late Fall of 2022.
Traffic Signal Installation — Citywide, Rancho California Road and Tee Drive, PW19-19
Description: This project includes the installation of a traffic signal on Rancho California Road at Tee Drive.
Cost: $448,045.00
Status: Construction contract was awarded by City Council on August 9, 2022. Construction is scheduled to start
January 17, 2023. Construction completion is anticipated in April 2023.
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
CIRCULATION PROJECTS (Continued)
Traffic Signal and Park & Ride Access Improvements, PW18-11
Description: This project includes the installation of a traffic signal on Temecula Parkway at Wabash Lane. The project
also includes relocating the access to the Park and Ride facility on Temecula Parkway at La Paz Road from
Vallejo Avenue to Wabash Lane.
Cost: $1,347,674
Status: The traffic signal and the new access road to the Park and Ride are fully operational. Access to Park and
Ride from Vallejo Ave. has been closed and a permanent block wall will be constructed. Construction
completion is anticipated in December of 2022.
Traffic Signal - System Upgrade (Protective/Permissive Signal Heads), PW 19-09
Description: This project will modify traffic signals at five (5) locations in the City to provide protected/permissive signal
operations. The five (5) intersections include Margarita Road/Verdes Lane, Ynez Road/Town Center North,
Ynez Road/Town Center South, Redhawk Parkway/Paseo Parallon-Overland Trail, and Winchester
Road/Enterprise Circle.
Cost: $481,900
Status: Project plans and specifications will be sent to Caltrans for Construction Authorization in the next month
Pavement Rehabilitation Program — Ynez Rd, Solana Way, Nicolas Rd and Winchester Rd,
PW 21-10
Description: Pavement rehabilitation project on Ynez Road, Solana Way, Nicolas Road and Winchester Road.
Pavement rehabilitation includes full width and/or edge grinding of existing asphalt, localized dig outs,
preparation of grade, and placement of rubberized asphalt concrete pavement. Work also includes
reconstruction of ADA curb ramps, removal and replacement of curb and gutter, adjustment of existing
utilities to grade, installation and removal of temporary video detection and restoration of existing striping,
and detector loops.
Cost: $3,629,219
Status: Construction contract was awarded by City Council on October 11, 2022. Construction started on October
17, 2023. Construction completion is anticipated in January of 2023.
4
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
CIRCULATION PROJECTS (Continued)
Pavement Rehabilitation Program- Meadowview/ Paloma Del Sol, PW21-06
Description: Rehabilitation of roads in interior streets in the Meadowview tract, and Paloma Del Sol tract Amarita Way,
Montelegro Way, and Santiago Rd.
Cost: $4,732,266.70
Status: In construction. Paloma Del Sol access ramp replacements complete. Finishing asphalt paving in the
Meadowview and Paloma Del Sol tract. Starting slurry seal application in early December. Anticipated
completion of project is end of December 2022.
5
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
INFRASTRUCTURE PROJECTS
Bike and Trail Program — Great Oak Trail Lighting, PW21-16
Description: Project includes the installation of solar lights along the Great Oak Trail adjacent to the northeast side of
Pechanga Parkway from Deer Hollow Way to Loma Linda Road.
Cost: $400,000
Status: Project is currently in design
Citywide Drainage Master Plan, PW19-16
Description: Project will prepare a report that shows all drainage courses within the City. Also includes a master
hydrology study showing the anticipated storm flows at build -out.
Cost: $600,000
Status: Design consultant is cataloguing all drainage in GIS. Project completion anticipated for Spring 2023.
Community Recreation Center (CRC) Renovations, PW19-07
Description: The project facilitates the rehabilitation, improvement, and reconfiguration of the Community Recreation
Center. This project includes expansion and reconfiguration of teen center; conversion of office space to
accommodate a dedicated police substation; renovation of key components of the building including safety
features, flooring, roof, and restroom facility access; ADA compliance; renovation and expansion of existing
office space and rec rooms including AV upgrades; expanded storage space and upgraded kitchen
equipment.
Cost: $10,708,232
Status: Construction contract for Phase 1 was awarded at the 9/27/2022 City council meeting. Construction starting
11 /21 /2022.
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
INFRASTRUCTURE PROJECTS (continued)
Fiber Optic Communication System Upgrade, PW 18-05
Description: This project will install fiber optic communication system upgrades including conduit, cable, CCTV cameras,
traffic signal controllers, and related communication equipment to improve safety and operations with
optimized traffic signal timing coordination. Various signalized intersections will be improved along the
Winchester Road, Rancho California Road, and Temecula Parkway corridors.
Cost: $1,208,200
Status: All communication infrastructure and traffic signal cabinet equipment has been installed. Project is in fiber
optic communication testing stage.
Fiber Optic Communications Systems- Citywide, PW 22-03
Description: This project will develop a communications masterplan that will provide a strategic plan outlining the
approach and buildout design of fiber optic cable and conduit throughout the City. The masterplan
document will provide a roadmap to connect all existing and future traffic signals, traffic monitoring devices,
surveillance cameras, and City facilities to City -owned fiber communication lines. The ultimate project goal
is to enhance the City's existing fiber optic communication system to ensure it can handle the future needs
of the City.
Cost: $120,150
Status: The project has just commenced, and the consultant is working on an existing systems assessment
Fire Station 84 Renovation, PW19-14
Description: This project includes the design, construction, and renovation to Fire Station 84. The renovations include,
adding a Wellness Room, expanding the Storage Room, and upgrading the Training Room. Also, the
upgrades include, electrical, windows, flooring, paint, tile, HVAC, cabinets, plumbing fixtures, garage bay
doors and any necessary improvements needed to conform to ADA accessibility access.
Cost: $1,641,028
Status: Advertisement for construction bids was cancelled. Contract documents are under revision and project will
be re -advertised in the Fall of 2022.
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
INFRASTRUCTURE PROJECTS (Continued)
Interstate 15 / State Route 79 South Interchange Enhanced Landscaping, PW17-19
Description: Landscape beautification of the Interstate 15 corridor between French Valley Parkway and Temecula
Parkway, including each interchange, in association with Visit Temecula Valley and the Pechanga Tribe.
This project includes the design and construction of enhanced landscaping, hardscape, and irrigation
between the freeway and ramps on the west side of the Interstate 15 / State Route 79S (Temecula Parkway)
interchange.
Cost: $3,558,483
Status: Design and environmental studies August 2019 — October 2022. Current activities include environmental
revalidation and design of new power and irrigation water service.
Margarita Recreation Center, PW17-21
Description: Demolition and Reconstruction of New Margarita Recreation Center Building and Pool
Cost: $12,601,508
Status: RFP responses were received on August 27, 2020. The project was re -advertised on November 25, 2020,
to account for increased project budget and proposals were received on December 23, 2020. The Design -
Build Contract was awarded at the March 9, 2021, City Council Meeting to De La Secura Builders, Inc., for
a Guaranteed Maximum Price of $8,680,459.00. Major demolition activities commenced mid -March. City
Groundbreaking occurred on March 31, 2022. Building footings have been poured. Foundation was
completed mid -August and framing is well underway. Pool excavation, placement of steel reinforcement,
and concrete for the pool base is complete. Roofing is underway and expected to be completed by end of
November 2022, It is anticipated building construction will be complete in spring 2023 with a grand opening
in Summer 2023 after the building is furnished, equipped, and staff is trained
Mary Phillips Senior Center Enhancement and Renovation, PW20-13
Description: The project includes the enhancement and renovation of the Mary Phillips Senior Center. Work includes
new exterior siding, painting, replacement of perimeter soffits, fascia boards, eaves, and select doors &
windows.
Cost: $1,262,025
Status: On 9/13/2022, City Council rejected all bids and authorized staff to re -bid the project.
8
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
INFRASTRUCTURE PROJECTS (Continued)
Mary Phillips Senior Center Outdoor Recreational Area, PW22-08
Description: The project includes the design and construction of a shuffleboard court area adjacent to Mary Phillips
Senior Center. In addition, the HVAC units will be replaced.
Cost: $650,000
Status: Project in design and estimated to be completed by November 2022.
Pedestrian Signal Equipment Upgrade, PW 19-10
Description: The project will install pedestrian countdown signal heads, ADA compliant pedestrian pushbutton
equipment, and upgrade traffic signal controllers to improve safety and operations at signalized
intersections Citywide including the Butterfield Stage Road, Jefferson Avenue, Margarita Road, Redhawk
Parkway, Pechanga Parkway, Rancho California Road, Temecula Parkway, and Ynez Road corridors.
Cost: $779,400
Status: Project went to City Council for Notice of Completion on October 25, 2022. Notice of Completion was
recorded on November 1, 2022.
Santa Gertrudis Creek Pedestrian/Bicycle Trail Extension and Interconnect, PW08-04
Description: Design, environmental document, and construction of the extension of the existing trail from Ynez Road to
the Murrieta Creek Trail. The extension includes access and under -crossing at Ynez Road, Interstate 15
and Jefferson Avenue and a continuous paved trail along Santa Gertrudis Creek to connect to Murrieta
Creek trail.
Cost: $7,173,595
Status: Grand Opening held on October 1, 2022. Construction is complete. Punchlist and project closeout are
only items remaining.
Santa Gertrudis Creek Phase II — Margarita Under -Crossing, PW19-04
Description: Design, environmental document, and construction of the undercrossing in Santa Gertrudis Creek at
Margarita Road to connect to the pedestrian/bicycle trail. The under -crossing at Margarita Road will provide
a continuous paved trail along Santa Gertrudis Creek at this location.
Cost: $2,716,764
Status: The project is in design. 100% Plans, Specifications, and Estimate (PSE) expected in June 2023.
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
INFRASTRUCTURE PROJECTS (Continued)
Sidewalks — Citywide (Ynez Road, Rancho Highland to Tierra Vista Road), PW17-28
Description: New sidewalks on the west side of Ynez Road from Rancho Highland to Tierra Vista Road.
Cost: $198,920
Status: ADA Access Ramps have to be revised. The project is scheduled to be advertised for construction bids in
the Fall of 2022.
Sidewalks — Citywide (Pauba Road, Elinda Road to Showalter Road), PW 19-20
Description: New sidewalks and street widening on the South side of Pauba Road from Elinda Road to Showalter Road.
Cost: $467,403
Status: Project is at 95% design stage.
Traffic Signal- Promenade Mall Ring Road, PW 21-15
Description: The project includes the installation of a traffic signal on Ring Road at Promenade Mall East.
Cost: $412,206
Status: Construction contract was awarded by City Council on September 13, 2022.
Citywide Slurry Seal Program Fiscal Year 2021-22, PW22-02
Description: Slurry seal residential streets in Paloma Del Sol, Paseo Del Sol, and Rancho Vista Estates tracts.
Cost: $2,451,053.45
Status: In construction. Finishing slurry seal placement this month. Final road striping will be complete in early
December. Anticipated completion of project is mid December 2022.
10
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
INFRASTRUCTURE PROJECTS (Continued)
Citywide Concrete Repairs Fiscal Year 2021-22, PW 22-01
Description: Various concrete repairs in the city.
Cost: $272,369.97
Status: In construction as of November 7, 2022. Anticipated completion end of January 2023.
11
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
PARKS AND RECREATION PROJECTS
Community Recreation Center Splash Pad & Shade Structures, PW21-07
Description: This project provides for the conversion of the CRC's wading pool into a splash pad, and the addition of
shade structures in the area.
Cost: $1,100,000
Status: Project is at 90% design.
Park Restroom Renovations, Expansion and Americans with Disabilities Act (ADA), PW17-06
Description: Renovation of various park site restroom facilities, including Ronald Reagan Sports Park North/South Ball
Field (new roof, cabinets, fixtures, and other building improvements), Vail Ranch Park and Long Canyon
Creek Park.
Cost: $1,127,800
Status: Project is ongoing. Ronald Reagan Sports Park North/South Ball Field Restroom building is currently in the
design phase. Vail Ranch Park is in the scoping phase.
Playground Equipment Enhancement and Safety Surfacing
Description: Re -design, enhancement of playground equipment, and safety surfacing to comply with current state and
federal regulations and enhance the quality of the parks.
Cost: $800,000
Status: An RFP is being prepared for the design, purchase & installation for three playground project sites —
Redhawk Community Park, Long Canyon Creek Park & Temecula Creek Park.
12
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
PARKS AND RECREATION PROJECTS (Continued)
Ronald Reagan Sports Park Restroom Expansion and Renovation, PW18-03
Description: Design and construction of a new restroom building, including additional stalls and urinals, a large snack
bar and a dedicated storage case.
Cost: $1,120,000
Status: The construction contract was awarded at the April 12, 2022, City Council meeting. Construction began on
May 16, 2022. The ribbon cutting ceremony was held on October 13, 2022, at 3:30pm. Project is in the
closeout phase.
13
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
LAND DEVELOPMENT OVERSIGHT PROJECTS
American Tire Depot
Description: A 7,303 square foot building to be used for tire retail and repair, as well as minor auto repair services,
located at the southwest corner of Ynez Road and DLR Drive.
Status: Parking lot has been paved. Wet utility tie-in construction has commenced.
Arrive @ Rancho Highlands
Description: A 270-unit multi -family community built on 12.32 acres that includes 55 affordable units. The project is
located adjacent to the Temecula Duck Pond approximately 775 feet southeast of Rancho California Road
on the north side of Ynez Road.
Status: Grading and onsite storm drain permits were issued in October 2021. Grading and onsite storm drain
construction has commenced. Overflow parking lot has been paved.
Heirloom Farms
Description: A Development Plan for a 321-unit single family residential community built on 27.86 acres consisting of
detached homes and attached townhomes located on the southwest corner of Date Street and Ynez Road.
Includes the installation of a new Traffic Signal at the intersection of Ynez Rod and Waverly Lane/Temecula
Center Drive
Status: Rough grading permit has been issued in July 2021, the offsite and private onsite street and storm drain
improvements permits were issued in October 2021 and the traffic signal permit was issued in September
2021. Grading, street, and storm drain improvements and the traffic signal installation has commenced.
Precise Grading plans are currently being reviewed.
Las Haciendas Apartments
Description: A Development Plan to construct a 77-unit affordable housing project located at 28715 Las Haciendas
Street in Uptown Temecula
Status: Precise grading permit was issued in December 2021. Grading has commenced in January 2022 and is
ongoing.
14
City of Temecula
DEPARTMENT OF PUBLIC WORKS
PROJECT STATUS REPORT
November 29, 2022
Longhorn Steakhouse
Description: 5,708 square foot restaurant with outdoor patio located at 29363 Rancho California Road
Status: Precise grading permit is approved. Construction expected to begin soon.
Mountain View
Description: Thirteen industrial buildings on Avenida Alvarado
Status: Eight precise grading permits have been issued and construction has commenced. Improvements on
Avenida Alvarado, along with street light installations is in process. Onsite storm drain installation has
commenced.
Solana Assisted Living
Description: A 90,000 square foot, two-story, Senior Assisted Living Facility located on the southeast corner of the
Margarita Road and Solana Way.
Status: A rough grading permit was issued in January 2022. Grading began on February 7, 2022. Street
improvements and precise grading plans have been submitted for review.
Sommers Bend
Description: Land Development has provided oversight of the following submittals for plan check and inspections: final
maps, Community Sports Park, and recreation lots, precise grading; street and storm drain improvements;
traffic signals; street lighting; and signing & striping.
Status: The mass grading permit was issued in September 2018. Sommers Bend has been paved with streetlights
installed. The community sports park, Ranch at Sommers Bend, construction is complete and has been
accepted at the February 8, 2022, Council Meeting. The Sommers Bend recreation center construction is
complete. Installation of streets, storm drains and streetlights on east end of project is in process. Grading
has been completed in the Density Core, currently installing sewer. Installation of Santa Gertrudis Creek
Channel improvements northwest end of project is in process.
15
REQUESTS TO SPEAK
REQUEST TO SPEAK
(Gj
CITY OF TEMECULA
Date:
Public Comment: Non -Agenda Item: Agenda Item: ❑ Future Agenda Item: ❑
Item Description or Item No.
Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City
Clerk 2dZ to the City Council commencing the Public Comment period. For all Public Hearing or Council Business
items on the Agenda, a Request to Speak form may be submitted to the City Clerk prior to the City Council
addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name
for the record.
Name
Addres
Email address:
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.
REQUEST TO SPEAK (-
CITY OF TEMECULA
1989 I I r 2 9
prL Date: «l
Public Comment: Non -Agenda Item: Agenda Item: ❑ Future Agenda Iterr-
Item Description or Item No. /'L/ !�dC�'_� _ M"O'i U
Request to Speak forms for Public Comments or items listed on the Consent Calendar may be submitted to the City
Clerk prior to the City Council commencing the Public Comment period. For all Public Hearing or Council Business
items on the Agenda, a Request to Speak form may be submitted to the City Clerk prior to the City Council
addressing that item. Once the speaker is called to speak, please come forward to the podium and state your name
for the record.
Name: 2 ' R ` U Y \ "� Phone Number:
Address
Email address:
If you are representing an organization or group, please give the name:
Please note that all information presented at a City Council meeting becomes public record.
All information provided is optional.