Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
11142023 CC Agenda
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the office of the City Clerk (951) 694-6444. Notification 48 hours prior to a meeting will enable the City to make reasonable arrangements to ensure accessibility to that meeting [28 CFR 35.102.35.104 ADA Title 11]. AGENDA TEMECULA CITY COUNCIL REGULAR MEETING COUNCIL CHAMBERS 41000 MAIN STREET TEMECULA, CALIFORNIA NOVEMBER 14, 2023 - 6:00 PM COUNCIL MEMBER CURTIS BROWN TO PARTICIPATE ELECTRONICALLY VIA ZOOM FROM: SHERATON MAUI 2605 KAANAPALI PARKWAY LAHAINA, MAUI, HI 96761 CALL TO ORDER: Mayor Zak Schwank INVOCATION: TBD FLAG SALUTE: Mayor Zak Schwank ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart PRESENTATIONS Presentation by Habitat for Humanity Inland Valley Regarding Programs and Services BOARD / COMMISSION REPORTS Planning Commission and Traffic Safety Commission PUBLIC SAFETY REPORT County of Riverside, Fire Department (CAL FIRE) 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. Speaker cards will be called in the order received. Still images may be displayed on the projector. All other audio and visual use is prohibited. Public comments may also be submitted by email for inclusion into the record. Email comments must be received prior to the time the item is called for public comments and submitted to CouncilComments@temeculaca.gov. All public participation is governed by Council Policy regarding Page 1 City Council Agenda November 14, 2023 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 matters 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. Speaker cards will be called in the order received. Still images maybe displayed on the projector. All other audio and visual use is prohibited. Public comments may also be submitted by email for inclusion into the record. Email comments must be received prior to the time the item is called for public comments and submitted to CouncilComments@temeculaca.gov. All public participation is governed by Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54. 1. Waive Readins of Title and Text of All Ordinances and Resolutions Included in the Agenda Recommendation: That the City Council waive the reading of the title and text of all ordinances and resolutions included in the agenda. Attachments: Agenda Report 2. Approve Action Minutes of October 24, 2023 Recommendation: That the City Council approve the action minutes of October 24, 2023. Attachments: Action Minutes 3. Approve List of Demands Recommendation: That the City Council adopt a resolution entitled: AttarhmPntc RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A Agenda Report Resolution List of Demands 4. Adopt Ordinance No. 2023-09 Approving a Planned Development Overlay Amendment (Planning Application No. PA23-0260) (Second Reading) Page 2 City Council Agenda November 14, 2023 5. Recommendation: That the City Council adopt an ordinance entitled: ORDINANCE NO.2023-09 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING A PLANNED DEVELOPMENT OVERLAY AMENDMENT TO THE LINFIELD CHRISTIAN SCHOOL PLANNED DEVELOPMENT OVERLAY (PDO-7) GENERALLY LOCATED NORTH OF PAUBA RD., SOUTH OF RANCHO VISTA RD., EAST OF TEMECULA VALLEY HIGH SCHOOL, AND WEST OF GREEN TREE RD., AND MAKE A FINDING OF EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (APN: 955-020-012, 017, 018, AND 019) (PA23-0260) Attachments: Agenda Report Ordinance Exhibit A Adopt Ordinance No. 2023-10 Amending Temecula Municipal Code Section 2.40.100 Relating to Compensation for City Board and Commission Members (Second Reading) Recommendation Attachments: That the City Council adopt an ordinance entitled: ORDINANCE NO. 2023-10 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING SECTION 2.40.100 OF THE TEMECULA MUNICIPAL CODE RELATING TO COMPENSATION FOR CITY BOARD AND COMMISSION MEMBERS Agenda Report Ordinance 6. Approve Resolution Authorizing Withdrawal of Funds from City's Pension Trust to Make Additional Discretionary Payment to Ca1PERS Retirement System Recommendation: That the City Council adopt a resolution entitled: RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA AUTHORIZING THE TRANSFER OF $2,000,000 FROM THE CITY'S PENSION RATE STABILIZATION TRUST TO MAKE AN ADDITIONAL DISCRETIONARY PAYMENT TO CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM Page 3 City Council Agenda November 14, 2023 7. 8. 9. Attachments: Agenda Report RPcnlntinn Approve Recommendation for Community Service Funding Grant Program for Fiscal Year 2023-24 (At the Request of Subcommittee Members Schwank and Stewart) Recommendation: That the City Council approve the recommended award and allocation of $100,000 to fund grant applications received from non-profit organizations for the Community Service Funding Grant Program Fiscal Year 2023-24. Attachments: Agenda Report Application Summga Applications 1-15 Applications 16-30 Applications 31-47 Authorize the Submittal of an Application to the Department of Resources Recycling and Recovery for Funding from the Fiscal Year 2022-23 SB 1383 Local Assistance Grant Program Recommendation: That the City Council adopt a resolution entitled: RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA TO AUTHORIZE THE SUBMITTAL OF AN APPLICATION TO THE DEPARTMENT OF RESOURCES RECYCLING AND RECOVERY (CALRECYCLE) FOR FUNDING FROM THE FISCAL YEAR 2022-23 SB 1383 LOCAL ASSISTANCE GRANT PROGRAM Attachments: Agenda Report RPcnlntinn Approve Increase to Professional Services Contingency Authorization for the Margarita Recreation Center Project, PW 17-21 Recommendation: That the City Council: 1. Approve an increase to the contingency for professional services for the Margarita Recreation Center Project, PW 17-21 by $40,000; and 2. Increase the City Manager's authorized contingency by $40,000. Attachments: Agenda Report Project Description Page 4 City Council Agenda November 14, 2023 10. 11. 12. Approve Agreement with Southstar Engineering & Consulting, Inc. for Consultant Services for the I-15 Congestion Relief Project, PW 19-02 Recommendation: That the City Council approve the agreement with Southstar Engineering & Consulting, Inc., in an amount not to exceed $968,813.40, to provide professional construction management services for the I-15 Congestion Relief Project, PW 19-02. Attachments: Agenda Report Agreement Project CIP Budget Sheet Approve First Amendment to Agreement with Pacific Striping, Inc. for Citywide Repainting of Traffic Striping Recommendation: That the City Council approve the first amendment to the agreement with Pacific Striping, Inc. for Citywide Repainting of Traffic Striping, in the amount of $300,000, for a total agreement amount of $2,241,500. Attachments: Agenda Report First Amendment Approve Third Amendment to Agreement with Inland Empire Property Services for Weed Abatement Services Recommendation Attachments: That the City Council approve the third amendment to the agreement with Inland Empire Property Services for weed abatement services, in the amount of $100,000, for a total agreement amount of $400,000. Agenda Report Third Amendment 13. Approve Fifth Amendment to Agreement with David Evans and Associates, Inc. for the Diaz Road Expansion Project, PW17-25 Recommendation: That the City Council: 1. Approve the fifth amendment to the agreement with David Evans and Associates, Inc., in the amount of $100,000, for additional contingency in support of the professional design and environmental services of the Diaz Road Expansion Project, PW 17-25; and 2. Increase the City Manager's authority to approve extra work authorizations by $100,000. Attachments: Agenda Report Fifth Amendment Project Description Page 5 City Council Agenda November 14, 2023 14. Approve List of Prequalifed Bidders and Authorize Solicitation of Design -Build Proposals for Ronald Reagan Sports Park Hockey Rink Project, PW22-06 Recommendation: That the City Council: 1. Approve the list of prequalified bidders; and 2. Authorize the Department of Public Works to solicit proposals for design -build services from the list of prequalified bidders for the Ronald Reagan Sports Park Hockey Rink Project, PW22-06. Attachments: Agenda Report Project Description Project Location 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 Page 6 City Council Agenda November 14, 2023 TEMECULA COMMUNITY SERVICES DISTRICT MEETING CALL TO ORDER: President James Stewart ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart CSD PUBLIC COMMENTS - NON -AGENDA ITEMS A total of 30 minutes is provided for members of the public to address the Board of Directors on matters not listed on the agenda. Each speaker is limited to 3 minutes. Public comments may be made in person at the meeting by submitting a speaker card to the City Clerk. Speaker cards will be called in the order received. Still images may be displayed on the projector. All other audio and visual use is prohibited. Public comments may also be submitted by email for inclusion into the record. Email comments must be received prior to the time the item is called for public comments and submitted to CouncilComments@temeculaca.gov. All public participation is governed by 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. Speaker cards will be called in the order received. Still images may be displayed on the projector. All other audio and visual use is prohibited. Public comments may also be submitted by email for inclusion into the record. Email comments must be received prior to the time the item is called for public comments and submitted to CouncilComments@temeculaca.gov. All public participation is governed by Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54. 15. Approve Action Minutes of October 24, 2023 Recommendation: That the Board of Directors approve action minutes of October 24, 2023. Attachments: Minutes 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, November 28, 2023, at 4:30 p.m., for a Closed Session, with regular session commencing at 6:00 p.m., at the Council Chambers located at 41000 Main Street, Temecula, California. Page 7 City Council Agenda November 14, 2023 SUCCESSOR AGENCY TO THE TEMECULA REDEVELOPMENT AGENCY - NO MEETING 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 included into the record. 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. 16. Introduce Ordinances Amending Title 17 of the Temecula Municipal Code to Implement Programs in the City's Housing Element and Amending Accessory Dwelling Unit Regulations Recommendation: That the City Council introduce the following ordinances entitled: ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING TITLE 17 OF THE TEMECULA MUNICIPAL CODE TO IMPLEMENT THE PROGRAMS IN THE CITY' S HOUSING ELEMENT BY (1) ADDING DEFINITIONS FOR AGRICULTURAL EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY DAY CARE HOME, LARGE FAMILY DAY CARE HOME, LOW BARRIER NAVIGATION CENTER AND SMALL FAMILY DAY CARE HOME, (2) PROVIDING THAT EMPLOYEE HOUSING Page 8 City Council Agenda November 14, 2023 AND AGRICULTURAL EMPLOYEE HOUSING ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3) PROVIDING THAT RESIDENTIAL CARE FACILITIES FOR THE ELDERLY (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, AND HR-SM ZONES, (4) PROVIDING THAT RESIDENTIAL CARE FACILITIES (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND HR-SM ZONES, (5) PROVIDING THAT COMMUNITY CARE FACILITIES ARE PERMITTED IN ALL RESIDENTIAL ZONES, (6) ADDING SUPPORTIVE HOUSING STANDARDS, (7) PROVIDING THAT SUPPORTIVE HOUSING, TRANSITIONAL HOUSING AND LOW BARRIER NAVIGATION CENTERS ARE PERMITTED USES IN THE NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO-5, PDO-6, PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING THAT TRANSITIONAL HOUSING AND SUPPORTIVE HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO-12 AND PDO-15 ZONES, (9) UPDATING EMERGENCY SHELTER PARKING STANDARDS, (10) REVISING REASONABLE ACCOMMODATION REGULATIONS, (11) REVISING PARKING STANDARDS FOR MULTI -FAMILY RESIDENTIAL USES WITH 12 UNITS OR LESS, (12) MAKING OTHER REVISIONS TO CONFORM WITH CHANGES IN STATE LAW, AND (13) MAKING A FINDING THAT NO FURTHER ENVIRONMENTAL REVIEW IS REQUIRED UNDER CALIFORNIA ENVIRONMENTAL QUALITY ACT GUIDELINES SECTION 15162 ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING CHAPTER 17.23 OF TITLE 17 OF THE TEMECULA MUNICIPAL CODE PERTAINING TO ACCESSORY DWELLING UNIT (ADU) REGULATIONS AND PROVIDING THAT ADU'S ARE PERMITTED IN THE PDO-5, PDO-7, PDO-9, PDO-10, PDO-11, PDO-12, AND PDO-15 ZONES, AND REVISING ADU REGULATIONS, AND MAKING A FINDING THAT THE ORDINANCE IS EXEMPT FROM ENVIRONMENTAL REVIEW PURSUANT TO PUBLIC RESOURCES CODE SECTION 21080.17 Attachments: Agenda Report Ordinance - Housing Element Implementation Ordinance - ADU Update PC Resolution No. 2023-18 Notice of Exemption Notice of Public Hearing Page 9 City Council Agenda November 14, 2023 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. Speaker cards will be called in the order received. Still images may be displayed on the projector. All other audio and visual use is prohibited. Public comments may also be submitted by email for inclusion into the record. Email comments must be received prior to the time the item is called for public comments and submitted to CouncilComments@temeculaca.gov. All public participation is governed by Council Policy regarding Public Participation at Meetings adopted by Resolution No. 2021-54. 17. Approve Four City Council Protocol Manual Policies (At the Request of Subcommittee Members Alexander and Kalfus) Recommendation: That the City Council adopt a resolution entitled: RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ADOPTING FOUR CITY COUNCIL POLICIES GOVERNING THE OPERATIONS OF THE CITY COUNCIL FOR INCLUSION IN THE CITY COUNCIL PROTOCOL MANUAL Attachments: Agenda Report Resolution Exhibit A - Committee Appointments Policy Exhibit B - Compensation and Stipend Policy Exhibit C - Code of Ethics Policv Exhibit D - Travel and Reimbursement Policy ITEMS FOR FUTURE CITY COUNCIL AGENDAS Any Council Member, including the Mayor, may request an item be placed on a future agenda. Any such request will be discussed under this section. In making the request, a Council Member may briefly describe the topic of the proposed agenda item and any timing associated with the placement of the item on the agenda. This description shall not exceed 3 minutes. No substantive discussion on the subject of the motion may occur. 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 Page 10 City Council Agenda November 14, 2023 ADJOURNMENT The next regular meeting of the City Council will be held on Tuesday, November 28, 2023, at 4:30 p.m., for a Closed Session, with regular session commencing at 6:00 p.m., at the Council Chambers located at 41000 Main Street, Temecula, California. NOTICE TO THE PUBLIC The full agenda packet (including staff reports, public closed session information, and any supplemental material available after the original posting of the agenda), distributed to a majority of the City Council regarding any item on the agenda, will be available for public viewing in the main reception area of the Temecula Civic Center during normal business hours at least 72 hours prior to the meeting. The material will also be available on the City's website at TemeculaCa.gov. and available for review at the respective meeting. If you have questions regarding any item on the agenda, please contact the City Clerk's Department at (951) 694-6444. Page 11 Item No. 1 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: November 14, 2023 SUBJECT: Waive Reading of Title and Text of All Ordinances and Resolutions Included in the Agenda PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council waive the reading of the title and text of all ordinances and resolutions included in the agenda. 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. In accordance with Government Code Section 34934, the title of each ordinance is included on the published agenda and a copy of the full ordinance has been available to the public online on the City's website and will be available in print at the meeting prior to the introduction or passage of the ordinance. Unless otherwise required, the full reading of the title and text of all ordinances and resolutions is waived. FISCAL IMPACT: None ATTACHMENTS: None Item No. 2 ACTION MINUTES TEMECULA CITY COUNCIL REGULAR MEETING COUNCIL CHAMBERS 41000 MAIN STREET TEMECULA, CALIFORNIA OCTOBER 24, 2023 - 6:00 PM CLOSED SESSION - 5:30 PM CONFERENCE WITH LEGAL COUNSEL - PENDING LITIGATION. The City Council convened in closed session with the City Attorney pursuant to Government Code Section 54956.9(d)(1) with respect to one matter of pending litigation: Cole Gretler v. City of Temecula, et al. (Riverside Superior Court Case No. CVSW2110343) CALL TO ORDER at 6:00 PM: Mayor Zak Schwank INVOCATION: Rabbi Yonasan Abrams of Chabad of Temecula FLAG SALUTE: Mayor Pro Tem James Stewart ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart PRESENTATIONS Presentation by Eastern Municipal Water District Regarding Diaz Road Sewer Project BOARD / COMMISSION REPORTS Planning Commission and Race, Equity, Diversity and Inclusion Commission PUBLIC SAFETY REPORT County of Riverside, Riverside County Sheriffs Department PUBLIC COMMENTS - NON -AGENDA ITEMS The following individual(s) addressed the City Council: • Janice Richardson • Laurel Lamont • Jeff Wittek • Melissa Bourbonnais • Tammy Marine PUBLIC COMMENTS - AGENDA ITEMS The following individual(s) addressed the City Council: • Bob Rainer (Item #16) • Deanna Elliano (Item #16) • Maureen Dresch (Item #16) • Gillian Larson (Item #17) • Edward Hubler (Item # 16) All electronic comments received were made a part of the record of the meeting. 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 Kalfus. The vote reflected unanimous approval. 1. Waive Reading of Title and Text of All Ordinances and Resolutions Included in the Agenda Recommendation: That the City Council waive the reading of the title and text of all ordinances and resolutions included in the agenda. 2. Approve Action Minutes of October 10, 2023 Recommendation: That the City Council approve the action minutes of October 10, 2023. 3. Approve List of Demands Recommendation: That the City Council adopt a resolution entitled: RESOLUTION NO. 2023-79 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 June 30, 2023 Recommendation: That the City Council approve and file the City Treasurer's Report as of June 30, 2023. 5. Adopt Ordinance No. 2023-08 Amending Section 2.04.050 of the Temecula Municipal Code Revising the Salary for Council Members To Nineteen Hundred Dollars Per Month Pursuant to Government Code Section 36516 (Second Reading) Recommendation: That the City Council adopt an ordinance entitled: ORDINANCE NO. 2023-08 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING SECTION 2.04.050 OF THE TEMECULA MUNICIPAL CODE REVISING THE SALARY FOR COUNCIL MEMBERS TO NINETEEN HUNDRED DOLLARS PER MONTH AS PROVIDED IN GOVERNMENT CODE SECTION 36516 AND PROVIDING FOR REIMBURSEMENT OF NECESSARY EXPENSES Approved the Staff Recommendation (3-2): Motion by Stewart, Second by Kalfus. The vote reflected unanimous approval with Alexander and Stewart opposing. 2 6. Approve Easement Agreement Granting Eastern Municipal Water District an Approximate 480 Square Foot Non -Exclusive Public Service Easement Located within Parcel "A" and Parcel "B" of Parcel Man 23561-2 (APNs 910-262-060 and 910-262-061) Recommendation: That the City Council adopt a resolution entitled: RESOLUTION NO. 2023-80 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING THAT CERTAIN EASEMENT AGREEMENT THAT GRANTS A PUBLIC-SERVICE EASEMENT IN FAVOR OF EASTERN MUNICIPAL WATER DISTRICT ON THE CITY -OWNED PROPERTY IDENTIFIED AS PORTIONS OF PARCEL "A" AND PARCEL `B" OF PARCEL MAP 23561-2 (APNS 910-262-060 AND 910-262-061) 7. Award Construction Contract to Loamic Builders, Inc. for the Citywide Concrete Repairs - PW23-17 Recommendation: That the City Council: 1. Award construction contract to Loamic Builders, Inc. in the amount of $318,244.27 for the Citywide Concrete Repairs - PW23-17; and 2. Authorize the City Manager to approve construction contract change orders not to exceed the contingency amount of $31,824.43, which is equal to 10% of the contract amount; and 3. Make a finding that the Citywide Concrete Repairs - PW23-17 is exempt from Multiple Species Habitat Conservation Plan fees. 8. Award Construction Contract to Loamic Builders, Inc. for the Sidewalks - Old Town Improvements - Additional Streetlights on Moreno Road and Mercedes Street (East of Old Town Front Street), PW22-17 Recommendation: That the City Council: 1. Award a construction contract to Loamic Builders, Inc. in the amount of $148,440 for the Sidewalks - Old Town Improvements - Additional Streetlights on Moreno Road and Mercedes Street (East of Old Town Front Street), PW22-17; and 2. Authorize the City Manager to approve construction contract change orders not to exceed the contingency amount of $14,844.00, which is equal to 10% of the contract amount; and 3. Make a finding that the Sidewalks - Old Town Improvements - 3 Additional Streetlights on Moreno Road and Mercedes Street (East of Old Town Front Street), PW22-17 is exempt from Multiple Species Habitat Conservation Plan fees. 9. Approve Amendment No. 1 to the Transportation Uniform Mitigation Fee (TUMF) Agreement to Reimburse TUMF Funds with Western Riverside Council of Governments for the French Valley Parkway Phase III (Jefferson Ave to Ynez Rd) - Right -of -Way Phase, Project No. PW 19-03 10. Recommendation: That the City Council: 1. Approve Amendment No. 1 to the Transportation Uniform Mitigation Fee (TUMF) Agreement to Reimburse TUMF Funds with Western Riverside Council of Governments (WRCOG) for the French Valley Parkway Phase III (Jefferson Ave to Ynez Rd) - Right -of -Way Phase, Project No. PW 19-03, and authorize the City Manager to execute the agreement; and 2. Appropriate $1,500,000 in WRCOG TUMF funding to the French Valley Parkway/I-15 Improvements, Phase III, Project No. PW19-03. Approve Stop Controls and Pedestrian Analysis for Mercedes Street Between 6th Street and ird ,Street Recommendation: That the City Council: 1. Adopt a resolution entitled: RESOLUTION NO. 2023-81 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA, ESTABLISHING AN ALL -WAY STOP CONTROL AT THE INTERSECTIONS OF MERCEDES STREET AND 5TH STREET AND MERCEDES STREET AND 4TH STREET AND FINDING THAT THE ACTION IS EXEMPT FROM CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA) UNDER SECTION 15301(C) OF THE CEQA GUIDELINES 2. Recommend staff implement striped pedestrian crosswalks at intersections of Mercedes Street/6th Street, Mercedes/5th Street, Mercedes/4th Street, and Mercedes/3rd Street along with adoption of Multi -Way Stop Controls. 11. Approve Tract Map 38043 (Located on the South Side of Rancho California Road, Approximately 150 Feet West of Cosmic Drive) Recommendation: That the City Council: 1. Approve Tract Map 38043 in conformance with the Conditions of Approval; and 2. Approve the Subdivision Monument Agreement with the Developer; and 3. Authorize the City Manager to execute the agreements on behalf of the City. 12. Receive and File Temporary Street Closures for 2023 Winterfest Events Recommendation: RECESS: That the City Council receive and file the temporary closure of certain streets for the following 2023 Winterfest Events: HOLIDAY DECORATION INSTALLATION SANTA' S ELECTRIC LIGHT PARADE TEMECULA ON ICE NEW YEAR'S EVE GRAPE DROP At 7:30 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 15. Receive and File Assembly Bill 1600 Financial Reports - Fiscal Year 2022-23 Development Impact Fee Expenditures Recommendation: That the City Council conduct a public hearing and receive and file Assembly Bill 1600 Financial Reports - Fiscal Year 2022-23 Development Impact Fee Expenditures. Approved the Staff Recommendation (5-0): Motion by Alexander, Second by Kalfus. The vote reflected unanimous approval. 16. Consider a Planned Development Overlay Amendment (Planning Application No. PA23-0260) Recommendation: That the City Council conduct a public hearing and introduce an ordinance amending the Planned Development Overlay (PDO-7) (Planning Application No. PA23-0260) entitled: ORDINANCE NO. 2023-09 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING A PLANNED DEVELOPMENT OVERLAY AMENDMENT TO THE LINFIELD CHRISTIAN 5 SCHOOL PLANNED DEVELOPMENT OVERLAY (PDO-7) GENERALLY LOCATED NORTH OF PAUBA RD., SOUTH OF RANCHO VISTA RD., EAST OF TEMECULA VALLEY HIGH SCHOOL, AND WEST OF GREEN TREE RD., AND MAKE A FINDING OF EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (APN: 955-020-012, 017, 018, AND 019) (PA23-0260) Approved the Staff Recommendation (4-0, Kalfus abstained): Motion by Stewart, Second by Alexander. The vote reflected unanimous approval with Kalfus abstaining. At this public hearing Council Member Kalfus and Deputy City Manager Luke Watson will not be participating due to conflicts of interest and will leave the Council Chamber. Council Member Kalfus' wife is a teacher at Linfield School which is where this PDO will be amended and Deputy City Manager Watson has children attending the school. They will need to leave the Council Chamber. Council Member Kalf is and Deputy City Manager Watson did leave the Council Chamber while this item was being considered and did not participate in the consideration of the item. BUSINESS 17. Appoint Members to the Community Services, Planning, Race, Equity, Diversity and Inclusion and Traffic Safety Commissions Recommendation: That the City Council appoint members to the Community Services, Planning, Race, Equity, Diversity and Inclusion and Traffic Safety Commissions. Motion to appoint Kathryn Sizemore to the Community Services Commission; Lanae Turley- Trejo to the Planning Commission; Robert Carter and David Matics to the Traffic Safety Commission; Lyman Legters and Denyse Wilson to the Race, Equity, Diversity and Inclusion Commission (5-0): Motion by Stewart, Second by Alexander. The vote reflected unanimous approval. 18. Introduce Ordinance Amending Temecula Municipal Code Section 2.40.100 Relating to Compensation for City Board and Commission Members Recommendation: That the City Council introduce an ordinance entitled: ORDINANCE NO. 2023-10 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING SECTION 2.40.100 OF THE TEMECULA MUNICIPAL CODE RELATING TO COMPENSATION FOR CITY BOARD AND COMMISSION MEMBERS Approved the Staff Recommendation (4-1): Motion by Stewart, Second by Kalfus. The vote reflected unanimous approval with Alexander opposing. 6 19. Approve Five City Council Protocol Manual Policies and Provide General Direction Regarding Code of Ethics (At the Request of Subcommittee Members Alexander and Kalfus) Recommendation: That the City Council provide general direction regarding a code of ethics and adopt a resolution entitled: RESOLUTION NO. 2023-82 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ADOPTING FIVE CITY COUNCIL POLICIES GOVERNING THE OPERATIONS OF THE CITY COUNCIL FOR INCLUSION IN THE CITY COUNCIL PROTOCOL MANUAL Approved the Staff Recommendation (5-0): Motion by Kalfus, Second by Schwank. The vote reflected unanimous approval. General direction received on Code of Ethics policy. DEPARTMENTAL REPORTS (RECEIVE AND FILE) 20. City Council Travel/Conference Report 21. Community Development Department Monthly Report 22. Fire Department Monthly Report 23. Police Department Monthly Report 24. Public Works Department Monthly Report ITEMS FOR FUTURE CITY COUNCIL AGENDAS CITY MANAGER REPORT CITY ATTORNEY REPORT City Attorney reported that there was a closed session tonight and in that closed session, the Council by a vote of 5 to 0 authorized the settlement of the Gretler v. City of Temecula case in the amount of $350,000 that will be paid through the City's insurance carrier. ADJOURNMENT At 8:32 PM, the City Council meeting was formally adjourned to Tuesday, November 14, 2023, at 4:30 PM for Closed Session, with regular session commencing at 6:00 PM, City Council Chambers, 41000 Main Street, Temecula, California. 7 Adjourned in Memory of Retired Fire Deputy Chief Mike Ritchey Zak Schwank, Mayor ATTEST: Randi Johl, City Clerk [SEAL] Item No. 3 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Jennifer Hennessy, Director of Finance DATE: November 14, 2023 SUBJECT: Approve List of Demands PREPARED BY: Tricia Hawk, Finance Manager RECOMMENDATION: That the City Council adopt a resolution entitled: RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A BACKGROUND: All claims and demands are reported and summarized for review and approval by the City Council on a routine basis at each City Council meeting. The attached claims represent the paid claims and demands since the last City Council meeting. FISCAL IMPACT: All claims and demands were paid from appropriated funds or authorized resources of the City and have been recorded in accordance with the City's policies and procedures. ATTACHMENTS: 1. Resolution 2. List of Demands RESOLUTION NO.2023- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ALLOWING CERTAIN CLAIMS AND DEMANDS AS SET FORTH IN EXHIBIT A THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. That the following claims and demands as set forth in Exhibit A, on file in the office of the City Clerk, has been reviewed by the City Manager's Office and that the same are hereby allowed in the amount of $14,244,486.26. 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 14th day of November, 2023. Zak Schwank, Mayor ATTEST: Randi Johl, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 2023- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 14th day of November, 2023, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk CITY OF TEMECULA LIST OF DEMANDS 10/9/2023 - 10/27/2023 TOTAL CHECK RUN: 10/12/2023 TOTAL PAYROLL RUN: 10/26/2023 TOTAL PAYROLL RUN: 12,662,262.96 835,705.86 746,517.44 TOTAL LIST OF DEMANDS FOR 11/14/2023 COUNCIL MEETING: $ 14,244,486.26 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 300719 10/26/2023 1288 2 HOT UNIFORMS INC 6520 UINFORMS: TEM SHERIFF $192.38 600455 10/12/2023 2238 79 FIELD HOCKEY INC 3110.201 TCSD INSTRUCTOR EARNINGS $900.90 600580 10/26/2023 2948 ACT 1 CONSTRUCTION INC 7 COMMUNITY RECREATION CENTER RE $131,752.00 300720 10/26/2023 1772 ADAME LANDSCAPE INC 525184 PARKING GARAGE SWEEPING/CLEANING: PW $540.00 300673 10/19/2023 1206 AFLAC PREMIUM HOLDING C 0 BNB BANK LOCKBO Ben349741 AFLAC ACCIDENT INDEMNITY: PAYMENT $3,125.51 300721 10/26/2023 1236 ALL AMERICAN ASPHALT 1162116 ASPHALT SUPPLIES: STREET MAINTENANCE: PW $673.56 300721 10/26/2023 1236 ALL AMERICAN ASPHALT 1161401 ASPHALT SUPPLIES: STREET MAINTENANCE: PW $621.04 600581 10/26/2023 IS12 ALLEGRO MUSICAL VENTURES 27039 MPSC PIANO TUNING: TCSD $480.00 300674 10/19/2023 2013 ALTA LANGUAGE SERVICES INC IS676608 SERVICES-LANGUAGE-HR $132.00 600456 10/12/2023 1418 AMAZON.COM, INC 1NPP-YHR3-WFNY MISC BOOKS: RHRTPL: TCSD $638.14 600456 10/12/2023 1418 AMAZON.COM, INC 13YM-9VNV-3DF1 OFFICE SUPPLIES: FIRE ($99.19) 600456 10/12/2023 1418 AMAZON.COM, INC IYRJ-PRKH-1G31 MISC SUPPLIES:HR $792.70 600456 10/12/2023 1418 AMAZON.COM, INC 13WV-X3RG-WN6V MISC SUPPLIES: SPECIAL EVENTS $7.56 600456 10/12/2023 1418 AMAZON.COM, INC 1QFP-4MJQ-XKHG MISC SUPPLIES:COM DEV $94.27 600456 10/12/2023 1418 AMAZON.COM, INC 1MC9-NFVY-W9WN MISC SUPPLIES: HR ($26.09) 600456 10/12/2023 1418 AMAZON.COM, INC 1YRD-MC7Q-W3QH SMALLTOOLS & EQUIPMENT: FIRE $495.68 600456 10/12/2023 1418 AMAZON.COM, INC 133V-VNFM-WYWX EXIT SIGNS NEEDED FOR PENNY PICKLES MUSEUM $673.20 600520 10/19/2023 1418 AMAZON.COM, INC 1HXW-4NJX-XJDD MISC SUPPLIES: SPORTS: TCSD $264.11 600520 10/19/2023 1418 AMAZON.COM, INC 1WMY-W4JI-XHF9 MISCSUPPLIES/EQUIP: PW $131.19 600520 10/19/2023 1418 AMAZON.COM, INC 1F7D-1FGJ-XX6J MISC SUPPLIES: THEATER: TCSD ($383.40) 600520 10/19/2023 1418 AMAZON.COM, INC 1D6W-JDGN-36JW MISC SUPPLIES: THEATER: TCSD $151.79 600520 10/19/2023 1418 AMAZON.COM, INC 1H3P-MK6M-XFK3 MISC SUPPLIES: INFO TECH $41.08 600520 10/19/2023 1418 AMAZON.COM, INC 1M9T-WPCK-HJJL MISC SUPPLIES: ECO DEV ($40.77) 600521 10/19/2023 1261 AMERICAN FORENSIC NURSES AFN 78190 DRUG/ALCOHOL ANALYSIS: TEM SHERIFF $401.24 600521 10/19/2023 1261 AMERICAN FORENSIC NURSES AFN 78165 NOV STAND BY FEE: POLICE $1,485.90 600522 10/19/2023 1080 AMERICAN RED CROSS 22625406 LIFEGUARD STAFF CERTIFICATIONS:TCSD $874.00 600522 10/19/2023 1080 AMERICAN RED CROSS 22628216 WATER SAFETY INSTRUCTOR CERTIFICATIONS:TCSD $287.00 300695 10/19/2023 1136 ANIMAL FRIENDS 0FTHE VALLEYS Aug'23 ANIMAL CONTROL SERVICES $10,762.50 600525 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074568 OCT DRINKING WTR SYS MAINT: AQUATICS $28.55 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074565 OCT DRINKING WTR SYS MAINT: THEATER $28.55 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074564 OCT DRINKING WTR SYS MAINT: MPSC $35.89 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074563 JUN DRINKING WTR SYS MAINT: JRC $28.55 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074556 OCT DRINKING WTR SYS MAINT: PUBLIC LIBRARY $28.55 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074506 OCT DRINKING WTR SYS MAINT: TCC $28.55 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074558 OCT DRINKING WTR SYS MAINT: TVM $28.55 600523 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074562 OCT DRINKING WTR SYS MAINT: IT $28.55 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074555 OCT DRINKING WTR SYS MAINT: SPORTS PARK $69.60 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074548 OCT DRINKING WTR SYS MAINT: AULD: POLICE $62.53 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074553 OCT DRINKING WTR SYS MAINT: CIVIC CTR $213.97 600525 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074554 OCT DRINKING WTR SYS MAINT: FOC $28.55 600524 10/19/2023 1805 AQUA CHILL OF SAN DIEGO 20074561 OCT DRINKING WTR SYS MAINT: MALL PD $62.53 600582 10/26/2023 1805 AQUA CHILL OF SAN DIEGO 20074557 OCT DRINKING WTR SYS MAINT: LAND DEV/TRAFFIC/CIP $29.36 600582 10/26/2023 1805 AQUA CHILL OF SAN DIEGO 20074511 DRINKING WATER SYSTEM MAINT: CRC AQUATICS $69.60 300675 10/19/2023 2777 ARAMARK SERVICES INC 3657118 REFRESHMENT SVCS: FACILITIES $89.78 300675 10/19/2023 2777 ARAMARK SERVICES INC 7606342 REFRESHMENT SVCS: FACILITIES $111.00 300675 10/19/2023 2777 ARAMARK SERVICES INC 1060IS740 REFRESHMENT SVCS: FACILITIES $297.64 300634 10/12/2023 2401 ARCTIC CIRCLE ENTERPRISES LLC N042760 GIFT SHOP MERCHANDISE: TVM: TCSD $505.89 300722 10/26/2023 2401 ARCTIC CIRCLE ENTERPRISES LLC N042863 GIFT SHOP MERCHANDISE: TVM: TCSD $897.95 300676 10/19/2023 2442 ASCENT ENVIRONMENTAL INC 20210169.02-16 SEIR: TEM VLY HOSPITAL: PA22-0105 $540.00 300676 10/19/2023 2442 ASCENT ENVIRONMENTAL INC 20220121.01-2 AUG CEQA ADV SVCS FY 23-24: COMM DEV $1,790.01 600583 10/26/2023 1170 AUTOPARTSPROS LLC 087194 AUTO PARTS FOR PW STREET MAINTENANCE $12.75 600457 10/12/2023 2381 AYERS WILLIAM BRIAN 2907 ELECTRICAL LABOR: SENIOR CENTER $800.00 600584 10/26/2023 2381 AYERS WILLIAM BRIAN 2916 ELECTRICAL MAINTENANCE: FIRE STATIONS $800.00 600584 10/26/2023 2381 AYERS WILLIAM BRIAN 2918 ELECTRICAL SVCS: VARIOUS CITY FACILITIES: PW $800.00 600584 10/26/2023 2381 AYERS WILLIAM BRIAN 2922 ELECTRICAL SVCS: VARIOUS CITY FACILITIES: PW $1,500.00 600458 10/12/2023 2073 AZTEC LANDSCAPING INC L3501 SEP RESTROOM MAINT: PARKS: PW $9,580.39 600585 10/26/2023 1980 B G P RECREATION INC 4005.202 2nd pmt TCSD INSTRUCTOR EARNINGS $2,898.00 600585 10/26/2023 1980 B G P RECREATION INC 4005.203 1st half TCSD INSTRUCTOR EARNINGS $3,024.00 600585 10/26/2023 1980 B G P RECREATION INC 4030.201-4040.201 TCSD INSTRUCTOR EARNINGS $3,650.50 300723 10/26/2023 1745 BACKHAUS DANCE Ck Adv: 11/18 Perf. PERFORMANCE: THEATER: TCSD $7,500.00 300635 10/12/2023 1669 BAKER AND TAYLOR INC 0003284119 EDEN CR: BOOK COLLECTIONS: RHRTL: TCSD ($85.65) 300635 10/12/2023 1669 BAKER AND TAYLOR INC 2037642367 BOOK COLLECTIONS: RHRTPL TCSD $53.51 300635 10/12/2023 1669 BAKER AND TAYLOR INC 2037674103 BOOK COLLECTIONS: RHRTPL TCSD $19.55 300635 10/12/2023 1669 BAKER AND TAYLOR INC 2037806552 BOOK COLLECTIONS: RHRTPL TCSD $51.87 300724 10/26/2023 1669 BAKER AND TAYLOR INC 2037780287 BOOK COLLECTIONS: RHRTPL TCSD $1,630.60 300724 10/26/2023 1669 BAKER AND TAYLOR INC 2037798413 BOOK COLLECTIONS: RHRTPL TCSD $512.18 300724 10/26/2023 1669 BAKER AND TAYLOR INC 2037847434 BOOK COLLECTIONS: RHRTPL TCSD $1,159.09 300724 10/26/2023 1669 BAKER AND TAYLOR INC 2037848868 BOOK COLLECTIONS: RHRTPL TCSD $300.60 300724 10/26/2023 1669 BAKER AND TAYLOR INC 2037848869 BOOK COLLECTIONS: RHRTPL TCSD $64.39 300724 10/26/2023 1669 BAKER AND TAYLOR INC 2037847435 BOOK COLLECTIONS: RHRTPL TCSD $186.53 600525 10/19/2023 2828 BALK) SOFTWARE US INC 2433 AFFORDABLE HOUSING COMPLIANCE -FY24 $6,960.00 300636 10/12/2023 1383 BALLET FOLKLORICO 3700.203-3710.203 TCSD INSTRUCTOR EARNINGS $1,029.00 300637 10/12/2023 1909 BAMM PROMOTIONAL PRODUCTS INC 12540 PARK ATTENDANTS UNIFORMS: PW $1,052.55 300637 10/12/2023 1909 BAMM PROMOTIONAL PRODUCTS INC 12552 STAFF APPAREL: TCSD $345.41 300637 10/12/2023 1909 BAMM PROMOTIONAL PRODUCTS INC 12548 MPSC BANNER: TCSD $176.18 300725 10/26/2023 1909 BAMM PROMOTIONAL PRODUCTS INC 12564 STAFF APPAREL- TVM $698.18 300725 10/26/2023 1909 BAMM PROMOTIONAL PRODUCTS INC 12553 STAFF APPAREL: TCSD $662.00 600586 10/26/2023 2524 BEHAVIORAL ANALYSIS TRAINING INC IV03103 STAFF TRAINING: TEM SHERIFF $575.00 600586 10/26/2023 2524 BEHAVIORAL ANALYSIS TRAINING INC IV03109 STAFF TRAINING: TEM SHERIFF $575.00 300726 10/26/2023 1917 BUSTLE COMPANY THE 115834 SPECIAL EVENT SUPPLIES - FIRE PREVENTION $2,283.76 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 300727 10/26/2023 2935 BETTS,KENNETH 1900.203-1910.204 TCSD INSTRUCTOR EARNINGS $3,751.30 300728 10/26/2023 3187 BILLEN PAMELA INV0001 FOOD SERVICES FOR SPECIAL EVENTS $1,200.00 300638 10/12/2023 1264 BID TOX LABORATORIES 44938 PHLEBOTOMY SERVICES:PD $711.08 300638 10/12/2023 1264 BID TOX LABORATORIES 44874 PHLEBOTOMY SERVICES:PD $704.45 300677 10/19/2023 1264 BID TOX LABORATORIES 44875 PHLEBOTOMY SERVICES:PD $3,783.60 600459 10/12/2023 1101 BLUETRITON BRANDS INC 03I6705212167 WATER DELIVERY SVCS: PW $31.95 600459 10/12/2023 1101 BLUETRITON BRANDS INC 03I0035623057 WATER DELIVERY SVCS: TESC POOL: PW $21.74 600527 10/19/2023 1101 BLUETRITON BRANDS INC 03I0036263176 HELP CENTER WATER SERVICE $2.60 600527 10/19/2023 1101 BLUETRITON BRANDS INC 03J6702622575 WATER DELIVERY SERVICES AT THE TVE2 $98.90 600587 10/26/2023 1101 BLUETRITON BRANDS INC 13J0028910578 WATER DELIVERY SVCS: PW $319.74 600588 10/26/2023 2047 BOB CALLAHANS POOL SERVICE 0177 POOL AND FOUNTAIN MAINTENANCE $1,400.00 600588 10/26/2023 2047 BOB CALLAHANS POOL SERVICE 0178 POOL AND FOUNTAIN MAINTENANCE $1,200.00 300729 10/26/2023 1631 BONCOR WATER SYSTEMS LLC 789589 09.13.23 WATER FILTER REPLACEMENT: STATION 73 $330.00 300729 10/26/2023 1631 BONCOR WATER SYSTEMS LLC 789589 10/11/23 WATER FILTER REPLACEMENT: STATION 73 $330.00 300678 10/19/2023 3182 BRAGG INVESTMENT COMPANY INC 230749 CRANE SERVICES: THEATER: PW $1,282.60 300730 10/26/2023 3182 BRAGG INVESTMENT COMPANY INC 232376 CRANE SVCS: SENIOR CENTER PW $2,025.65 600589 10/26/2023 2415 BRAUN PETER 3884 PLANT MAINTENANCE: PW FACILITIES $500.00 600589 10/26/2023 2415 BRAUN PETER 3899 PLANT MAINTENANCE: PW FACILITIES $200.00 600528 10/19/2023 2541 BRIGHTON HILL ACADEMY SPORTS AND LEARNING 2600.202 TCSD INSTRUCTOR EARNINGS $931.00 600590 10/26/2023 2541 BRIGHTON HILL ACADEMY SPORTS AND LEARNING 2600.201 TCSD INSTRUCTOR EARNINGS $864.50 600460 10/12/2023 1634 BRODART CO L-3544 B6645380 BOOK COLLECTIONS: RHRTPL: TCSD $43.06 600591 10/26/2023 2622 BROWN JAMAL DEON 2300.203-2310.203 TCSD INSTRUCTOR EARNINGS $3,222.66 600592 10/26/2023 2836 BRYANT ROBERT 1401-210-1405.206 TCSD INSTRUCTOR EARNINGS $7,159.60 600461 10/12/2023 2399 BUCHER BRET PHILLIP 3500.204-3511.204 TCSD INSTRUCTOR EARNINGS $2,357.60 600593 10/26/2023 2399 BUCHER BRET PHILLIP 3510.207-3515.204 TCSD INSTRUCTOR EARNINGS $2,591.40 600556 10/19/2023 2015 BUXTON COMPANY 055563 VISITOR INSIGHTS AND SCOUT SOL $20,000.00 300741 10/26/2023 1002 C S M F O 200019154 REGISTRATION: CONFERENCE: FINANCE $515.00 300639 10/12/2023 3157 CAHALAN JASON 3737 DOOR REPAIR: CIVIC CENTER: PW $220.00 300731 10/26/2023 3157 CAHALAN JASON 3741 BAY DOOR MAINTENANCE: FIRE STATIONS $487.44 300731 10/26/2023 3157 CAHALAN JASON 3740 BAY DOOR MAINTENANCE: FIRE STATIONS $812.25 300731 10/26/2023 3157 CAHALAN JASON 3736 BAY DOOR MAINTENANCE: FIRE STATIONS $772.13 300679 10/19/2023 1190 CAL MAT 73795055 ASPHALT SUPPLIES:STREET MAINT:PW $204.13 600594 10/26/2023 1085 CALIF BUILDING OFFICIALS 17043 WEBINAR: ED WEEK: BLDG & SAFETY $290.00 600594 10/26/2023 1085 CALIF BUILDING OFFICIALS 17048 WEBINAR: ED WEEK: BLDG & SAFETY $145.00 300732 10/26/2023 2465 CALIF NEWSPAPERS PARTNERSHIP 0000574838A ADVERTISING PUBLIC NOTICES: PLANNING $1,714.43 300732 10/26/2023 2465 CALIF NEWSPAPERS PARTNERSHIP 0000574838B LEGAL NEWSPAPER PUBLICATIONS: CITY CLERK $1,179.60 300732 10/26/2023 2465 CALIF NEWSPAPERS PARTNERSHIP 0000574838 BID ADVERTISING: PW -CIP, PW23-16 $897.48 300732 10/26/2023 2465 CALIF NEWSPAPERS PARTNERSHIP 0000574838D BID ADVERTISING: PW -CIP, PW22-17 $933.37 300680 10/19/2023 3336 CALIFORNIA DEPARTMENT OF TRANSPORTATION 24001769 COOP 08-1726 EA 08-43272 $392.30 300681 10/19/2023 2295 CANTRELL,TINA1 4200.204 TCSD INSTRUCTOR EARNINGS $245.00 300733 10/26/2023 2063 CASC ENGINEERING AND, CONSULTING INC 0049423 ENVRIONMENTAL REVIEW TTM 38924 (PA22-0047) $4,282.50 300733 10/26/2023 2063 CASC ENGINEERING AND, CONSULTING INC 0049662 ENVRIONMENTAL REVIEW TTM 38924 (PA22-0047) $3,712.34 300733 10/26/2023 2063 CASC ENGINEERING AND, CONSULTING INC 0049561 NPDES COMMERCIAL & INDUSTRIAL INSPECTIONS $745.00 300640 10/12/2023 1280 CDW LLC MG90892 SWITCH LIFECYCLE REPLACEMENT:IT $38,214.51 300640 10/12/2023 1280 CDW LLC MF65771 MISC SMALL TOOLS & EQUIP: INFO TECH $55.09 300640 10/12/2023 1280 CDW LLC MF48541 MISC SMALL TOOLS & EQUIP: INFO TECH $330.39 300640 10/12/2023 1280 CDW LLC MF79962 MISC SMALL TOOLS & EQUIP: INFO TECH $337.65 600596 10/26/2023 1280 CDW LLC MM38474 MISC SMALL TOOLS & EQUIP:IT $87.30 600596 10/26/2023 1280 CDW LLC MM58631 NETWORKING EQUIPMENT:MRC- CIP PWI7-21 $297.61 600595 10/26/2023 1280 CDW LLC MN58961 MISC SMALL TOOLS & EQUIP: IT ($369.92) 600595 10/26/2023 1280 CDW LLC MK39888 MISC SMALL TOOLS & EQUIP:IT $303.41 600595 10/26/2023 1280 CDW LLC MK56175 NETWORKING EQUIPMENT:MRC- CIP PWI7-21 $1,952.91 600595 10/26/2023 1280 CDW LLC MK08692 PERSONAL COMPUTERS:MRC CIP PW 17-21 $13,739.24 600596 10/26/2023 1280 CDW LLC MK23453 MISC SMALL TOOLS & EQUIP:IT $259.91 600595 10/26/2023 1280 CDW LLC ML06196 DISPLAYS AND MOUNTS:MRC PW CIP $1,342.92 600595 10/26/2023 1280 CDW LLC ML08757 DISPLAYS AND MOUNTS:MRC PW CIP $2,362.74 600595 10/26/2023 1280 CDW LLC ML03568 DISPLAYS AND MOUNTS:MRC PW CIP $512.85 600595 10/26/2023 1280 CDW LLC ML02936 NETWORKING EQUIPMENT:MRC- CIP PWI7-21 $1,665.23 600596 10/26/2023 1280 CDW LLC MH60230 MISCSMALLTOOLS&EQUIP:IT $110.25 600595 10/26/2023 1280 CDW LLC MM26161 DISPLAYS AND MOUNTS:MRC PW CIP $960.99 600595 10/26/2023 1280 CDW LLC ML57393 NETWORKING EQUIPMENT:MRC- CIP PWI7-21 $17,262.27 300682 10/19/2023 1528 CERTIFION CORP 923EP31197 SOFTWARE SUBSCRIPTION: PD $200.00 600462 10/12/2023 1994 CHAMBER MARKETING PARTNERS INC 319-8781 THEATER GUIDE: TCSD $1,200.00 300734 10/26/2023 1942 CHRISTIAN STITCHERY INC 14446 COLOR RUN TEES: TCSD $3,632.41 300734 10/26/2023 1942 CHRISTIAN STITCHERY INC 14494 COLOR RUN RACING BIBS: TCSD $2,536.63 300683 10/19/2023 1347 CINTAS PROTECTION NO 2 CINTAS FIRE 636525 8406465061 FIRST AID SERVICES: RM $112.81 300683 10/19/2023 1347 CINTAS PROTECTION NO 2 CINTAS FIRE 636525 8406465062 FIRST AID SERVICES: RM $67.53 300683 10/19/2023 1347 CINTAS PROTECTION NO 2 CINTAS FIRE 636525 8406465063 FIRST AID SERVICES: RM $115.14 300683 10/19/2023 1347 CINTAS PROTECTION NO 2 CINTAS FIRE 636525 8406465064 FIRST AID SERVICES: RM $85.24 300683 10/19/2023 1347 CINTAS PROTECTION NO 2 CINTAS FIRE 636525 8406465065 FIRST AID SERVICES: RM $583.40 300683 10/19/2023 1347 CINTAS PROTECTION NO 2 CINTAS FIRE 636525 8406465066 FIRST AID SERVICES: RM $177.62 300735 10/26/2023 1626 CITY OF VISTA COTTDC80823 SUMMER DAY CAMP TEEN EXCURSION 8/8/23 $613.00 300736 10/26/2023 1701 CLEAR IMAGE ENTERPRISES INC 18940 PRESSURE WASHING: SENIOR CENTER: PW $250.00 600597 10/26/2023 2681 CLEARSTAR INC 1464794 OPEN PO-EMPLOYMENTSCREENINGS-HR $94.72 300641 10/12/2023 3147 CLEM TYLERJ INV0195 CONSTRUCTION SERVICES: COMM DEV $10,000.00 600529 10/19/2023 3278 COAST BIOMEDICAL EQUIPMENT LLC 0021425-IN EMERGENCY EQUIPMENT: EM PURCHASE OF STAIRCHAIRS $14,397.25 600598 10/26/2023 2627 EMP# 604 Reimb: Conference REIMB: SHAW CONF: BOOT CAMP $184.17 300642 10/12/2023 3060 COMPLETE OFFICE OF CALIFORNIA, INC 4082417-0 OFFICE SUPPLIES: FIRE $213.06 300642 10/12/2023 3060 COMPLETE OFFICE OF CALIFORNIA, INC C4053044-0 EDEN CR: MISC OFC SUPPLIES: FIRE STA 84 ($121.15) 300737 10/26/2023 1172 CONSOLIDATED ELECTRICAL DIST 8750-1035404 ELECTRICAL SUPPLIES: FACILITIES $25.12 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 600463 10/12/2023 1771 COSSOU,CELINE 1640.201 TCSD INSTRUCTOR EARNINGS $442.40 600599 10/26/2023 1771 COSSOU,CELINE 1600.201-1630.202 TCSD INSTRUCTOR EARNINGS $520.80 600599 10/26/2023 1771 COSSOU,CELINE 1625.201-1635.201 TCSD INSTRUCTOR EARNINGS $1,380.40 600599 10/26/2023 1771 COSSOU,CELINE 1620.202 TCSD INSTRUCTOR EARNINGS $273.00 300738 10/26/2023 1849 COSTAR REALTY INFORMATION INC 1204516SO OCT'23 WEB SUBSCRIPTION: ECO DEV $1,296.00 300739 10/26/2023 1098 COSTCO TEMECULA 491 3494 SPECIAL EVENT SUPPLIES - FIRE $234.53 300739 10/26/2023 1098 COSTCO TEMECULA 491 3498 ADULT CERT CLASS SUPPLIES:TCC $1,191.19 300740 10/26/2023 1098 COSTCO TEMECULA 491 3501a SMALL TOOLS & EQUIPMENT: FIRE $110.00 300740 10/26/2023 1098 COSTCO TEMECULA 491 3501b SPECIAL EVENT SUPPLIES - FIRE $434.11 300740 10/26/2023 1098 COSTCO TEMECULA 491 3499 MISC. SUPPLIES: SPECIAL EVENTS: TCSD $279.64 300740 10/26/2023 1098 COSTCO TEMECULA 491 3497 OPEN PO-PW-OUTSIDE SVCS $58.85 300684 10/19/2023 1268 COSTCO TEMECULA 491 3496 MISC SUPPLIES: COMMUNITY SVCS: TCSD $364.03 600464 10/12/2023 1160 COUNTS UNLIMITED INC 23471 TRAFFIC COUNT DATA COLLECTION: PW CIP $16,650.00 600465 10/12/2023 2004 COX KRISTI 4170.201 TCSD INSTRUCTOR EARNINGS $200.00 600600 10/26/2023 2004 COX KRISTI 4210.204 TCSD INSTRUCTOR EARNINGS $315.00 600600 10/26/2023 2004 COX KRISTI 4100.204-4150.204 TCSD INSTRUCTOR EARNINGS $1,407.00 600466 10/12/2023 1592 CRAFTSMEN PLUMBING & HVAC INC 003686 MAINTENANCE SVCS: THEATER: PW $932.00 600466 10/12/2023 1592 CRAFTSMEN PLUMBING & HVAC INC 003681 MAINTENANCE SVCS: CRC: PW $2,032.00 600466 10/12/2023 1592 CRAFTSMEN PLUMBING & HVAC INC 003679 MAINTENANCE SVCS: CHILDREN'S MUSEUM: PW $2,642.00 600466 10/12/2023 1592 CRAFTSMEN PLUMBING & HVAC INC L30668 INSTALL DRINKING FOUNTAIN: SENIOR CENTER: PW $8,800.00 600530 10/19/2023 1592 CRAFTSMEN PLUMBING & HVAC INC 003692 MISC WORK: VARIOUS CITY FACILITIES: PW $740.00 600530 10/19/2023 1592 CRAFTSMEN PLUMBING & HVAC INC 03487 MISC WORK: VARIOUS CITY FACILITIES: PW $299.00 600601 10/26/2023 1592 CRAFTSMEN PLUMBING & HVAC INC 003690 MISC WORK: VARIOUS CITY FACILITIES: PW $7,264.00 600601 10/26/2023 1592 CRAFTSMEN PLUMBING & HVAC INC 003693 PLUMBING MAINTENANCE: FIRE STATIONS $2,814.77 600531 10/19/2023 1096 DANS FEED & SEED INC 080568 SUPPLIES FOR PW STREET MAINTENANCE: OPEN PO $33.16 300685 10/19/2023 3209 DATA PROCESSING DESIGN INC EGOLD-12047358 CLOUD FAXING SERVICE:ITSS $69.49 300685 10/19/2023 3209 DATA PROCESSING DESIGN INC EGOLD-12045171 CLOUD FAXING SERVICE:ITSS $89.49 300685 10/19/2023 3209 DATA PROCESSING DESIGN INC EGOLD-12044088 CLOUD FAXING SERVICE:ITSS $49.99 300686 10/19/2023 1699 DAVID EVANS AND ASSOCIATES INC 544309 AUG DSGN SVCS: DIAZ RD PROJ: PW17-25 $14,579.75 300742 10/26/2023 1699 DAVID EVANS AND ASSOCIATES INC 546922 CONST SUPPORT SVCS (MPSQ PW - CIP $769.50 600532 10/19/2023 1700 DBX INC R698-RETb CONTRACT WITHHOLDING: 2022-176E $1,750.67 600532 10/19/2023 1700 DBX INC R698-RETa RETENTION RELEASE: TRAFFIC SIGNAL: RANCHO CALIF RD $22,401.08 600602 10/26/2023 1700 DBX INC R702-01 CONDUIT INSTALLATION:CITYWIDE SECURITY: IT $30,950.00 600533 10/19/2023 2528 DE LA SECURA INC 21007-22R MARGARITA REC CTR DSGN BUILD $327,529.82 600533 10/19/2023 2528 DE LA SECURA INC Rel Stp Ntc PW17-21 STP NTC: MRC PW 17-21: MORA GLAZING $27,123.58 600467 10/12/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00099235 MAINT & REPAIR OF SECURITY SYSTEM: INFO TECH $1,280.00 600534 10/19/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00099378 SECURITY SYSTEM:FRIENDSHIP PARK -CIP PW17-01 $61,925.40 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00099985 VIEWING STATIONS: PD SW STATION $5,361.97 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00099936 TRAFFIC CAMERAS:CIP PW17-01 $6,413.51 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00100021 TRAFFIC INTERSECTION CAMERA ADD:IT CIP PW17-01 $5,280.00 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00099198 MAINT AND REPAIR OF SECURITY SYSTEM: IT $5,668.00 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00099135 CARD READER & CAMERA ADD:6TH ST RESTROOM: IT $7,237.92 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00098874 MAINT AND REPAIR OF SECURITY SYSTEM: IT $1,580.00 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00098883 MAINT AND REPAIR OF SECURITY SYSTEM: IT $960.00 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00098875 MAINT AND REPAIR OF SECURITY SYSTEM: IT $1,110.00 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00098880a MAINT AND REPAIR OF SECURITY SYSTEM: IT $682.00 600603 10/26/2023 2227 DG INVESTMENT HOLDINGS 2 INC IN00098880b MAINT & REPAIR OF SECURITY SYSTEM:IT $1,046.00 600468 10/12/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004895220 TEMPORARY ADA RESTROOMS: TES POOL $325.76 600468 10/12/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004776209 TEMPORARY ADA RESTROOMS: TES POOL $325.76 600535 10/19/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004928839 PORTABLE RESTROOM SVCS: SHERIFF:PD $136.50 600535 10/19/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004926886 TEMPORARY ADA RESTROOMS: TES POOL $325.76 600535 10/19/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004932957 FENCE RENTAL: JRC: PW $95.00 600604 10/26/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004971634 PORTABLE RESTROOMS: HARMONY LN $165.88 600604 10/26/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004971631 PORTABLE RESTROOMS: LA SERENA WAY $110.88 600604 10/26/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004971632 PORTABLE RESTROOMS: RIVERTON LN $110.88 600604 10/26/2023 1235 DIAMOND ENVIRONMENTAL SRVCS 0004971633 PORTABLE RESTROOMS: GENERAL KEARNY RD $110.88 600469 10/12/2023 2137 DIVERSIFIED WATERSCAPES INC 10006778 SEP WTR QUALITY MAINT: DUCK POND/HARV $7,800.00 600470 10/12/2023 1254 DOWNS ENERGY FUEL CL08015 FUEL FOR CITY VEHICLES: LAND DEV: PW $139.48 600470 10/12/2023 1254 DOWNS ENERGY FUEL CL08019 FUEL FOR CITY VEHICLES: CIP: PW $383.29 600470 10/12/2023 1254 DOWNS ENERGY FUEL CL09526 FUEL FOR CITY VEHICLES:POLICE $31.49 600470 10/12/2023 1254 DOWNS ENERGY FUEL CL09528 FUEL FOR CITY VEHICLES:BLDG&SAFETY $381.05 600470 10/12/2023 1254 DOWNS ENERGY FUEL CL09530 FUEL FOR CITY VEHICLES: STREET MAINT:PW $1,840.72 600470 10/12/2023 1254 DOWNS ENERGY FUEL CL09547 FUEL FOR CITY VEHICLES: TRAFFIC:PW $556.74 600471 10/12/2023 1254 DOWNS ENERGY FUEL CL08791 FUEL FOR CITY VEHICLES: FIRE DEPT $303.91 600471 10/12/2023 1254 DOWNS ENERGY FUEL CL09524 FUEL FOR CITY VEHICLES: PARK MAINT: PW $2,697.34 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL10848 FUEL FOR CITY VEHICLES: STREET MAINT: PW $2,044.58 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL10846 FUEL FOR CITY VEHICLES: BUILDING INSPECTORS $315.44 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL10844 FUEL FOR CITY VEHICLES: POLICE $133.28 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL10864 FUEL FOR CITY VEHICLES: TCSD $279.81 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL10842 FUEL FOR CITY VEHICLES: PARK MAINT: PW $2,660.29 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL10863 FUEL FOR CITY VEHICLES: TRAFFIC: PW $397.81 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL10845 FUEL FOR CITY VEHICLES: CODE ENFORCEMENT $46.69 600536 10/19/2023 1254 DOWNS ENERGY FUEL CL09544 FUEL FOR CITY VEHICLES: EOC $143.52 600536 10/19/2023 1254 DOWNS ENERGY FUEL CL09548 FUEL FOR CITY VEHICLES: TCSD $251.25 600537 10/19/2023 1254 DOWNS ENERGY FUEL CL09527 FUEL FOR CITY VEHICLES: CODE ENFORCEMENT $117.78 600605 10/26/2023 1254 DOWNS ENERGY FUEL CL09529 FUEL FOR CITY VEHICLES: CIP: PW $330.58 600605 10/26/2023 1254 DOWNS ENERGY FUEL CL09525 FUEL FOR CITY VEHICLES: LAND DEV: PW $92.57 600605 10/26/2023 1254 DOWNS ENERGY FUEL CL10188 FUEL FOR CITY VEHICLES: FIRE DEPT $266.35 600605 10/26/2023 1254 DOWNS ENERGY FUEL CL10843 FUEL FOR CITY VEHICLES: LAND DEV: PW $170.52 600605 10/26/2023 1254 DOWNS ENERGY FUEL CL10847 FUEL FOR CITY VEHICLES: CIP: PW $279.28 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 600605 10/26/2023 1254 DOWNS ENERGY FUEL CL10860 FUEL FOR CITY VEHICLES: EOC $108.21 600606 10/26/2023 1678 DUDEK 202307684 CITYWIDE DRAINAGE MASTER PLAN $19,196.51 15283 08/22/2023 1057 EASTERN MUNICIPAL WATER DIST VAR EMWD JUL VARIOUS JUL WATER SVCS $15,262.93 15284 09/25/2023 1057 EASTERN MUNICIPAL WATER DIST VAR EMWD AUG VARIOUS AUG WATER SVCS $9,782.01 600607 10/26/2023 1962 EHS INTERNATIONAL INC 3-20223 GENERAL:MOLDINSPECTION:RISK $3,625.00 600607 10/26/2023 1962 EHS INTERNATIONAL INC 3-20264 CONSTRUCTION SUPPORT SVCS:PW-CIP,PW19-07 $3,720.00 600608 10/26/2023 2385 EIDE BAILLY LLP E10568555 AUDIT SERVICES: FINANCE $2,000.00 600609 10/26/2023 2031 ELITE CLAIMS MANAGEMENT INC 2023-670 SEP'23 3RD PARTY CLAIM ADMIN: WC $1,250.00 300643 10/12/2023 2469 EXP US SERVICES INC 131624 SANTA GERTRUDIS CREEK PHASE II $7,963.48 300644 10/12/2023 1005 FEDERAL EXPRESS INC 8-263-54941a EXPRESS MAILING SERVICES:HR $25.44 300687 10/19/2023 1005 FEDERAL EXPRESS INC 8-263-54941b EXPRESS MAIL SVCS: CIP:PW $8.17 300743 10/26/2023 1005 FEDERAL EXPRESS INC 8-263-54941c EXPRESS MAIL SVCS: PW $8.17 600472 10/12/2023 1109 FIELDMANROLAPPAND ASSOCIATES 28635 CFD NO 16-01 ANNEXATION AGREEM $2,483.00 600538 10/19/2023 1109 HELDMAN ROLAPP AND ASSOCIATES 28634 ALTAIR CFD FORMATION $829.00 600539 10/19/2023 1219 FINE ARTS NETWORK Advance Ticket Sales ADV TICKET SALES: CATCH ME IF YOU CAN 10/13-10/29 $14,000.00 600610 10/26/2023 1871 FLATIRON WEST INC 5 1-15/FV PKWY IMPROVEMENTS: PH II: CIP $2,097,155.84 300645 10/12/2023 2079 FLEETCREW INC 5482 DIESELVEHICLE MAINT SVCS: PW STREET MAINT $2,432.50 300744 10/26/2023 2079 FLEETCREW INC 12767 BAL DUE: DIESELVEHICLE MAINTSVCS: PW STREET MAIN $16.31 600540 10/19/2023 2265 EMP# 539 Reimb: Health & Well REIMB: HEALTH & WELLNESS FAIR $388.13 600611 10/26/2023 2544 EMP# 594 Reimb: Conference REIMB: SHAW CONF: BOOT CAMP $154.58 600541 10/19/2023 2643 FORENSIC NURSES OF SOCAL INC 2342 SART EXAMS:TE232730112:POLICE $1,200.00 600612 10/26/2023 2643 FORENSIC NURSES OFSOCALINC 2349 SART EXAMS $800.00 600613 10/26/2023 1978 EMP#472 Reimb: ISA Dues REIMB: MEMBERSHIP: ISA: PW $280.00 600614 10/26/2023 1940 EMP# 494 Reimb: Culture Day REIMB: CULTURE DAY KOREA $626.87 300646 10/12/2023 1497 FULL COMPASS SYSTEMS INCO2414280 SOUND/LIGHTING& MISC SUPPLIES: THEATER $708.29 300745 10/26/2023 1497 FULL COMPASS SYSTEMS INCO2420715 SOUND/LIGHTING& MISC SUPPLIES: THEATER $140.22 600615 10/26/2023 1572 FWEP ACQUISITION INC 0013098960-002 SPLASH PAD CHEMICALS: PW PARKS $819.50 600615 10/26/2023 1572 FWEP ACQUISITION INC 0012025612-001 SPLASH PAD CHEMICALS: PW PARKS $894.93 600616 10/26/2023 1121 GALLS, LLC BC1970895 UNIFORMS:TEM SHERIFF $87.84 300746 10/26/2023 3350 EMP#476 Reimb: Lodging REIMB: LODGING: SHAW LONG: HR $3,137.70 600617 10/26/2023 2374 GEORGE HILLS COMPANY INC INV1026480 CLAIMS TPA: RM $3,402.00 300688 10/19/2023 2722 GEOTAB USA INC IN359226 VEHICLE TELEMATICS:CITY FLEET: IT $1,684.75 600473 10/12/2023 2359 GILLIS AND PANICHAPAN ARCHITECTS INC 108565J EXTERIOR ADA IMPROV'T ARCH SVCS: PW-CIP, ON -CALL $191.00 600473 10/12/2023 2359 GILLIS AND PANICHAPAN ARCHITECTS INC 108566J ARCHITECTURAL SVCS, PW-CIP, PW19-07, ON -CALL $6,000.00 600473 10/12/2023 2359 GILLIS AND PANICHAPAN ARCHITECTS INC 108586J ARCHITECTURAL SVCS: PW-CIP,PW19-07,ON-CALL $5,745.00 600618 10/26/2023 1554 GOFORTH & MARTI 0289111-IN COMM DEV DESK CHAIRS:HR $5,002.46 600542 10/19/2023 3005 EMP# 634 Reimb: MISAC Conf REIMB: MISAC'23 CONFERENCE $464.86 600543 10/19/2023 1197 HABITAT FOR HUMANITY INLAND VALLEY INC CDBG FY22/23 CDBG FY 22/23 MACHADO & STEEN $24,133.63 300647 10/12/2023 1009 HANKS HARDWARE INC 2716/Sep MISC MAINT SUPPLIES: IWTCM: PW $766.75 300647 10/12/2023 1009 HANKS HARDWARE INC 2702/Sep MISC MAINT SUPPLIES: TVM: PW $75.00 300647 10/12/2023 1009 HANKS HARDWARE INC 2641/Sep MISC MAINT SUPPLIES: STREETS & TRAFFIC: PW $210.60 300647 10/12/2023 1009 HANKS HARDWARE INC 2107/Sep MISC MAINT SUPPLIES: THEATER $490.22 300647 10/12/2023 1009 HANKS HARDWARE INC 2649/Sep MISC MAINT SUPPLIES: PARKS: PW $4,084.25 300648 10/12/2023 1009 HANKS HARDWARE INC 2671/Sep MISC MAINT SUPPLIES: FOC $4.33 300648 10/12/2023 1009 HANKS HARDWARE INC 2729/Sep MISC MAINT SUPPLIES: HARVESTON LAKE $5.97 300647 10/12/2023 1009 HANKS HARDWARE INC 2733/Sep MISC MAINT SUPPLIES: TRAFFIC: PW $258.55 300647 10/12/2023 1009 HANKS HARDWARE INC 2664/Sep MISC MAINT SUPPLIES: MPSC: PW $275.57 300647 10/12/2023 1009 HANKS HARDWARE INC 2646/Sep MISC MAINT SUPPLIES: CRC: PW $145.84 300647 10/12/2023 1009 HANKS HARDWARE INC 2708/Sep MISC MAINT SUPPLIES: OLD TOWN: PW $48.68 300647 10/12/2023 1009 HANKS HARDWARE INC 2734/Sep MISC MAINT SUPPLIES: LIBRARY $43.23 300689 10/19/2023 1009 HANKS HARDWARE INC 2818/Sep MISC MAINT SUPPLIES: CODE ENFORCEMENT $19.56 300689 10/19/2023 1009 HANKS HARDWARE INC 2644/Sep - a MISC MAINT SUPPLIES: CIVIC CTR $1,366.39 300747 10/26/2023 1009 HANKS HARDWARE INC 2634/Sep-a SMALL TOOLS & EQUIP: FIRE $130.47 300747 10/26/2023 1009 HANKS HARDWARE INC 2644/Sep - b MISC HARDWARE SUPPLIES: FIRE DEPT $76.69 300748 10/26/2023 2225 HASA INC 924054 POOL SANTIZING CHEMICALS: CITY POOLS $853.24 300690 10/19/2023 1791 HELIXSTORM INC 14576 VEEAM RENEWAL:IT $32,814.80 600474 10/12/2023 2235 HICKS AND HARTWICK INC 8227 ENG PLAN CHECK SRVCS:PW - LAND DEV $6,370.00 600544 10/19/2023 2547 HINER DOUGLAS 2023-September UMPIRE OFFICIATING SVCS: CITYADULT SOFTBALL:TCSD $3,528.00 300691 10/19/2023 1192 HOME DEPOT 6974653 HARDWARE SUPPLIES $124.12 300691 10/19/2023 1192 HOME DEPOT 6974652 HARDWARE SUPPLIES $97.40 300691 10/19/2023 1192 HOME DEPOT 0974466 FACILITIES MAINT:PW $32.59 300691 10/19/2023 1192 HOME DEPOT 0974467 FACILITIES MAINT:PW $28.47 300749 10/26/2023 3319 HOUSTON AND HARRIS PCS INC 23-25471 EMERGENCY STORM DRAIN INSPECTION $2,305.00 600619 10/26/2023 2233 HOWELL, ANN MARIE COT -COMSERV-0923 MILITARY BANNER PROGRAM $318.75 600475 10/12/2023 1585 IP C INDUSTRIES INC 01-182704 GOLF CART RENTALS: COLOR RUN:TCSD $2,879.63 600620 10/26/2023 1352 INLAND EMPIRE PROPERTY SERVICES INC 40217 ENCAMPMENT CLEAN UPS: TCSD: HOMELESS OUTREACH $1,027.25 300750 10/26/2023 1841 INLAND EROSION CONTROL SRVCS 97258 EROSION CONTROL SUPPLIES: PW STREET MAINTENANCE $660.00 600476 10/12/2023 1396 INNOVATIVE DOCUMENT SOLUTIONS 253218 JUL COPIER MAINT/REPAIR/USAGE: CITYWIDE $6,260.92 600476 10/12/2023 1396 INNOVATIVE DOCUMENT SOLUTIONS 253219 JUL COPIER MAINT/REPAIR/USAGE: LIBRARY $890.84 300649 10/12/2023 3035 INTERFLEX PAYMENT LLC Ben349694 CHILD CARE, MEDICAL REIMBURSEMENT FSA $26,179.95 300692 10/19/2023 3035 INTERFLEX PAYMENT LLC Ben349755 CHILD CARE, REIMBURSEMENT FSA $25,925.79 600621 10/26/2023 2955 INTL LINE BUILDERS INC 902903 TRAFFIC SIGNAL PROMENADE MALL $186,997.93 600545 10/19/2023 1719 JACOB'S HOUSE INC Ben349743 EMPLOYEE CHARITY DONATIONS: PAYMENT $40.00 300751 10/26/2023 3095 JAVIER I GONZALEZ 1411 HVAC SUPPLIES: FACILITY MAINT $928.22 300751 10/26/2023 3095 JAVIER I GONZALEZ 1412 HVAC SUPPLIES: FACILITY MAINT $62.60 300751 10/26/2023 3095 JAVIER I GONZALEZ 1421 HVAC SUPPLIES: FACILITY MAINT $174.00 600622 10/26/2023 1660 JOE RHODES MAINT SERVICE INC B1144 FUEL PUMP REPAIR: STATION 84 $1,080.68 300652 10/12/2023 1302 JOLLYJUMPS 093023 City of Temec MISC EVENT SVCS:TCSD $1,845.00 300652 10/12/2023 1302 JOLLY JUMPS 091523City ofTemec JUMPER GAME RENTALS- SPECIALEVENTS $1,795.00 300652 10/12/2023 1302 JOLLY JUMPS 092423 City of Temec JUMPER/GENERATOR RENTALS: COLOR RUN:TCSD $2,940.00 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 300752 10/26/2023 2475 JP HANDMADE CORP 68247 BUS LIC RENEWLAS: FINANCE $2,413.70 15148 08/03/2023 1260 1P MORGAN CHASE WASHINGTON MUTUAL BANK Annual Pledge TEM GARDENS ANNUAL PLEDGE FUND PVT $295,000.00 300693 10/19/2023 2881 EMP# 626 Reimb: ICC Cert REIMB: ICC CERTIFICATION: BLDG $230.00 600477 10/12/2023 3261 KENNEDY COURT REPORTERS INC 39503 COURT REPORTING SVCS: OAH HEARING: COMM DEV $243.95 300694 10/19/2023 1136 LAKE ELSINORE ANIMAL FRIENDS Sep'23 ANIMAL CONTROL SERVICES $10,762.50 300694 10/19/2023 1136 LAKE ELSINORE ANIMAL FRIENDS Jul'23 ANIMAL CONTROL SERVICES $10,762.50 300753 10/26/2023 1840 LANAIR GROUP LLC 72046 MITEL PHONES:MRC CIP PW 17-21 $5,582.46 600623 10/26/2023 1930 LDCO INC LD-10-04-23 COMMUNITY RECREATION CENTER RE $35,828.58 600478 10/12/2023 1050 LEIGHTON AND ASSOCIATES INC 59056 EMERGENCY GEOTECHNICAL SERVICES: MAINT:PW $1,633.87 300650 10/12/2023 1162 LITELINES INC 19827 LIGHT POLES, OLD TOWN $42,499.50 300754 10/26/2023 3198 LOOMIS ARMORED US LLC 13341360 ARMORED CAR SVCS: FINANCE $1,034.35 600624 10/26/2023 1864 LOTA RAYMOND ARTHUR 2023-10-27 CARNIVAL PHOTOBOOTH: SPECIAL EVENTS: TCSD $750.00 300696 10/19/2023 1868 EMP# 443 Reimb: DC Lobbying REIMB: DC LOBBYING: CMO $1,505.19 300755 10/26/2023 1868 EMP# 443 Reimb: Cal Cities REIMB: CAL CITIES CONFERENCE: CM $245.30 300651 10/12/2023 1302 M AND 1 PAUL ENTERPRISES INC 082423 JUMPER GAME RENTALS -TEAM PACE $175.00 600479 10/12/2023 1567 M T G L INC 0069151 INSPECTION & TESTING SVCS: PW-CIP, PWPR-01-01 $9,555.00 600546 10/19/2023 1243 MANALILI DE VILLA AILEEN 1200.202 2nd half TCSD INSTRUCTOR EARNINGS $1,866.38 600625 10/26/2023 2619 MARIPOSA TREE MANAGEMENT INC 3151 TREE TRIMMING: WINCHESTER CREEK SLOPE: PW $935.56 600625 10/26/2023 2619 MARIPOSA TREE MANAGEMENT INC 3079R ANNUAL TREE TRIMMING,REMOVALS & PLANTING AT PARKS $9,446.97 600625 10/26/2023 2619 MARIPOSA TREE MANAGEMENT INC 3083R EMERGENCY SLOPE TREE SERVICES $3,898.72 600625 10/26/2023 2619 MARIPOSA TREE MANAGEMENT INC 3080 EMERGENCY TREE TRIMMING: STA 84 $997.49 600625 10/26/2023 2619 MARIPOSA TREE MANAGEMENT INC 3081R ANNUAL RIGHT OF WAY TREE TRIMMING, REMOVALS & PLAN $3,244.16 600480 10/12/2023 2376 MARK THOMAS AND COMPANY INC 48691 I-15 CONGENSTION RELIEF $2,415.25 300653 10/12/2023 1996 MATCH ETT VIVIAN 1320.201-1320.202 TCSD INSTRUCTOR EARNINGS $548.80 15133 08/11/2023 2388 MATRIX TELECOM LLC 1196884605 JUL 800 SERVICES: CIVIC CENTER $68.17 15207 09/12/2023 2388 MATRIX TELECOM LLC 1197021519 AUG 800 SERVICES: CIVIC CENTER $67.26 300697 10/19/2023 3337 MATTHIES FRANK H Demo: Blacksmith PERFORMING ARTS AGREEMENT: BLACKSMITH $400.00 600481 10/12/2023 2057 MDG ASSOCIATES INC 17845 AUG ADA LABOR COMPLIANCE SVCS: PW18-16 $179.38 600481 10/12/2023 2057 MDG ASSOCIATES INC 17846 AUG ADA LABOR COMPLIANCE SVCS: PW20-13 $1,777.50 600547 10/19/2023 2057 MDG ASSOCIATES INC 17847 AUG ADA LABOR COMPLIANCE: PW22-08 $824.38 600626 10/26/2023 2057 MDG ASSOCIATES INC 17777 JUL ADA LABOR COMPLIANCE: PW22-08 $1,216.88 300698 10/19/2023 1185 MET LIFE INSURANCE COMPANY Ben349731 DENTAL PAYMENT $14,819.69 600627 10/26/2023 2042 MICHAEL BAKER INTERNATIONAL 1190751 ENGR& SURVEY SERVICES -CIP, PW17-28, ON -CALL $8,542.00 600482 10/12/2023 2259 MICHELLE MEDINA 1040.202 TCSD INSTRUCTOR EARNINGS $1,120.00 600628 10/26/2023 2259 MICHELLE MEDINA 1040.202 2nd half TCSD INSTRUCTOR EARNINGS $1,120.00 600483 10/12/2023 1327 MIKES PRECISION WELDING INC 407467 WELDING SERVICES: LIBRARY: PW $465.00 600483 10/12/2023 1327 MIKES PRECISION WELDING INC 407414 WELDING SERVICES:FOC: PW $375.00 600548 10/19/2023 1327 MIKES PRECISION WELDING INC 407609 WELDING SERVICE: OLD TOWN MAINT: PW $150.00 600548 10/19/2023 1327 MIKES PRECISION WELDING INC 407617 WELDING SERVICES: PW PARKS $240.00 600548 10/19/2023 1327 MIKES PRECISION WELDING INC 407616 WELDING SERVICES: PW PARKS $180.00 600484 10/12/2023 1795 MIKO MOUNTAINLION INC 1183-121 REPLACE GUARDRAIL: HWY 79 S: PW $9,572.00 600485 10/12/2023 1681 MIRANDA JULIO C 3600.204-3630.204 TCSD INSTRUCTOR EARNINGS $1,440.60 600486 10/12/2023 1241 MISSION ELECTRIC SUPPLY INC 516070-00 ELECTRICAL SUPPLIES: PARKS $620.77 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516468-01 ELECTRICAL SUPPLIES, FACILITIES OPEN PO $110.71 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516573-00 ELECTRICAL SUPPLIES, FACILITIES OPEN PO $718.04 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516239-00 ELECTRICAL SUPPLIES, FACILITIES OPEN PO $47.18 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516880-00 ELECTRICAL SUPPLIES: PARKS $110.62 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516695-00 ELECTRICAL SUPPLIES: LIBRARY $737.65 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516530-00 ELECTRICAL SUPPLIES: SENIOR CENTER $462.14 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516303-00 ELECTRICAL SUPPLIES: PARKS $880.84 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516793-00 ELECTRICAL SUPPLIES: SENIOR CENTER $576.73 600549 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516149-00 ELECTRICAL SUPPLIES: PARKS:PW $379.06 600549 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516421-00 ELECTRICAL SUPPLIES:LIBRARY:PW $203.61 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516649-00 ELECTRICAL SUPPLIES: IWTCM $1.63 600550 10/19/2023 1241 MISSION ELECTRIC SUPPLY INC 516701-00 ELECTRICAL SUPPLIES: CRC: PW $179.20 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 515595-00 ELECTRICAL SUPPLIES: IWTCM $75.82 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 516602-00 ELECTRICAL SUPPLIES: TPL $174.00 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 516695-01 ELECTRICAL SUPPLIES: TPL $326.69 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC CM 516070-00 ELECTRICAL SUPPLIES: PARKS ($620.77) 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 516736-01 ELECTRICAL SUPPLIES: CITY HALL $961.35 600629 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 517108-00 ELECTRICAL SUPPLIES: PARKS $60.36 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 516816-00 ELECTRICAL SUPPLIES: CITY HALL $50.18 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 517101-00 ELECTRICAL SUPPLIES: PARKS $148.29 600630 10/26/2023 1241 MISSION ELECTRIC SUPPLY INC 516982-04 ELECTRICAL SUPPLIES: PARKS $2,285.49 600631 10/26/2023 1118 MIYAMOTO JURKOSKY SUSAN 2900.203-2905.202 TCSD INSTRUCTOR EARNINGS $994.93 600632 10/26/2023 1287 MOORE FENCE COMPANY INC 23-7918 FENCE INSTALL: CIVIC CENTER PARKING GARAGE: PW $59,805.00 600487 10/12/2023 1240 MORAMARCO ANTHONY J 2040.204-2045.203 TCSD INSTRUCTOR EARNINGS $791.00 600551 10/19/2023 1240 MORAMARCO ANTHONY 1 09/23/23a VARIOUS ART/EVENT ENTERTAINMENT/WORKSHOPS $5,000.00 600551 10/19/2023 1240 MORAMARCO ANTHONY J 09/23/23b WELCOME CENTER SIGNAGE: TCSD $600.00 600633 10/26/2023 1240 MORAMARCO ANTHONYJ 2074.205 TCSD INSTRUCTOR EARNINGS $63.00 300756 10/26/2023 2489 EMP# 540 Reimb: Conference REIMB: FOCUS ON THE FUTURE 2023 CONFERENCE $1,413.74 600634 10/26/2023 2268 MUSSON THEATRICAL INC 00467702 SOUND/LIGHTING SUPPLIES: THEATER $1,133.97 600634 10/26/2023 2268 MUSSON THEATRICAL INC 00468063 SOUND/LIGHTING SUPPLIES: THEATER $265.44 600634 10/26/2023 2268 MUSSON THEATRICAL INC 00466834 SOUND/LIGHTING SUPPLIES: THEATER $11,563.43 15243 07/05/2023 2830 MUZAK -SOUTHERN CALIFORNIA JUL'23 DISH NETWORK SVCS $240.56 15244 08/02/2023 2830 MUZAK -SOUTHERN CALIFORNIA AUG'23 DISH NETWORK SVCS $240.56 15245 09/05/2023 2830 MUZAK -SOUTHERN CALIFORNIA SEP'23 DISH NETWORK SVCS $240.56 300699 10/19/2023 2020 MYTHOS TECHNOLOGY INC MSP-21709 OCT-DEC MONITORING SVCS: TVE2 $450.00 300757 10/26/2023 2032 NATIONAL SAFETY COMPLIANCE INC 95506 OPEN PO-DOT-RISK/HR $106.95 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75497 LANDSCAPE MAINTENANCE SERVICES LEVEL CSLOPES $106.00 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75496 LANDSCAPE MAINTENANCE SERVICES LEVEL C SLOPES $62,010.00 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75495 LANDSCAPE SVCS: HARVESTON LAKE $4,031.00 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75494 LANDSCAPE SVCS: PARKS AND MEDIANS $56,141.00 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75493 LANDSCAPE SVCS: PARKS AND MEDIANS $23,159.00 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75492 LANDSCAPE MAINTENANCE SVCS: FACILITIES $11,245.00 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75491 LANDSCAPE SVCS: FIRE STATIONS $2,068.00 600488 10/12/2023 2578 NIEVES LANDSCAPE INC 75498 LANDSCAPE SVCS: PARKS AND MEDIANS $77,622.00 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75246 LANDSCAPE SVCS: PARKS AND MEDIANS $77,622.00 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75244 LANDSCAPE SVCS: PARKS AND MEDIANS $56,141.00 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75427 LANDSCAPE SVCS: HARVESTON LAKE $4,031.00 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75243 LANDSCAPE SVCS: PARKS AND MEDIANS $23,159.00 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75793 MISC LANDSCAPE WORK AT VARIOUS LOCATIONS $115.49 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75792 MISC LANDSCAPE WORK AT VARIOUS LOCATIONS $115.49 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75791 MISC LANDSCAPE WORK AT VARIOUS LOCATIONS $395.44 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75790 MISC LANDSCAPE WORK AT VARIOUS LOCATIONS $479.58 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75789 MISC LANDSCAPE WORK AT VARIOUS LOCATIONS $286.08 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75788 MISC LANDSCAPE WORK AT VARIOUS LOCATIONS $131.40 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75755 IRRIGATION REPAIRS VARIOUS LOCATIONS: PW $115.49 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75754 IRRIGATION REPAIRS VARIOUS LOCATIONS: PW $312.16 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75759 IRRIGATION REPAIRS VARIOUS LOCATIONS: PW $259.91 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75758 IRRIGATION REPAIRS VARIOUS LOCATIONS: PW $282.54 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75757 IRRIGATION REPAIRS VARIOUS LOCATIONS: PW $115.49 600638 10/26/2023 2578 NIEVES LANDSCAPE INC 75756 IRRIGATION REPAIRS VARIOUS LOCATIONS: PW $115.49 600638 10/26/2023 2578 NIEVES LANDSCAPE INC 75772 IRRIGATION REPAIRS: VARIOUS PARKS: PW $104.91 600638 10/26/2023 2578 NIEVES LANDSCAPE INC 75771 IRRIGATION REPAIRS: VARIOUS PARKS: PW $104.91 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75768 IRRIGATION REPAIRS: VARIOUS PARKS: PW $280.76 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75770 IRRIGATION REPAIRS: VARIOUS PARKS: PW $139.88 600638 10/26/2023 2578 NIEVES LANDSCAPE INC 75769 IRRIGATION REPAIRS: VARIOUS PARKS: PW $114.37 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75767 IRRIGATION REPAIRS: VARIOUS PARKS: PW $265.07 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75766 IRRIGATION REPAIRS: VARIOUS PARKS: PW $234.54 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75765 IRRIGATION REPAIRS: VARIOUS PARKS: PW $650.00 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75764 IRRIGATION REPAIRS: VARIOUS PARKS: PW $650.00 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75742 IRRIGATION REPAIR -STATION 84 $333.24 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75748 IRRIGATION REPAIRS AT REDHAWK MEDIAN $180.80 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75747 IRRIGATION REPAIRS: VARIOUS MEDIANS: PW $182.33 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75745 MISC REPAIRS AT PARK & RIDE AND REDHAWK DOG PARK $356.13 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75744 MISC REPAIRS AT PARK & RIDE AND REDHAWK DOG PARK $191.57 600637 10/26/2023 2578 NIEVES LANDSCAPE INC 75746 IRRIGATION REPAIRS: VARIOUS MEDIANS: PW $126.35 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75743 MISC REPAIRS AT PARK & RIDE AND REDHAWK DOG PARK $220.79 600636 10/26/2023 2578 NIEVES LANDSCAPE INC 75753 IRRIGATION REPAIRS: VARIOUS SLOPES: PW $227.95 600638 10/26/2023 2578 NIEVES LANDSCAPE INC 75752 IRRIGATION REPAIRS: VARIOUS SLOPES: PW $91.68 600635 10/26/2023 2578 NIEVES LANDSCAPE INC 75750 IRRIGATION REPAIR: CROWNE HILL SLOPE $426.92 600639 10/26/2023 1819 NPG INC 24777 MISC ITEMS FOR STENCILING: PW STREETS $2,131.50 300758 10/26/2023 1013 NUTRIEN AG SOLUTIONS INC 52555181 TOOL & EQUIP STREET MAINTENANCE $106.55 600489 10/12/2023 1511 NV5 INC 351492 MARGARITA RECREATION CENTER $41,029.57 600640 10/26/2023 1571 EMP# 354 10/11/23 REIMB: SHAW BOOTCAMP CONF 10/2-10/5 $178.34 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 141241 VEHICLE REPAIR/MAINTENANCE $733.93 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 167352 VEHICLE REPAIR/MAINTENANCE $495.20 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 167092 VEHICLE REPAIR/MAINTENANCE $221.88 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 167091 VEHICLE REPAIR/MAINTENANCE $263.58 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 166431 VEHICLE REPAIR/MAINTENANCE $50.70 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 166106 VEHICLE REPAIR/MAINTENANCE $3,283.86 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 165866 VEHICLE REPAIR/MAINTENANCE $3,729.90 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 166445 VEHICLE REPAIR/MAINTENANCE $1,828.29 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 166491 VEHICLE REPAIR/MAINTENANCE $462.57 300759 10/26/2023 3040 OLD TOWN TEMECULA HARLEY DAVIDSON 165854 VEHICLE REPAIR/MAINTENANCE $245.36 600491 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72624 VEHICLE MAINT: PW LAND DEV $99.50 600491 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72702 VEHICLE MAINTENANCE: TCC $438.17 600491 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72708 VEHICLE MAINTENANCE: TCC $54.88 600491 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72718 VEHICLE MAINTENANCE: TCC $51.86 600491 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72628 VEHICLE MAINT: PW - CIP $51.01 600491 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72651 VEHICLE MAINT: PW - CIP $99.50 600490 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72738 VEHICLE MAINTENANCE - STREET MAINTENANCE:PW $164.19 600490 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72772 VEHICLE MAINTENANCE - STREET MAINTENANCE $97.13 600491 10/12/2023 2496 OLD TOWN TIRE AND SERVICE INC 72760 VEHICLE MAINTENANCE - PARKS & FACILITIES $138.99 600552 10/19/2023 2496 OLD TOWN TIRE AND SERVICE INC 72741 VEHICLE MAINT: CODE ENFORCEMENT $146.88 600641 10/26/2023 2496 OLD TOWN TIRE AND SERVICE INC 72539 VEHICLE MAINTENANCE- HOMELESS OUTREACH: TCSD $529.24 600641 10/26/2023 2496 OLD TOWN TIRE AND SERVICE INC 72719 VEHICLE MAINT: LAND DEV:PW $51.75 600641 10/26/2023 2496 OLD TOWN TIRE AND SERVICE INC 72942 VEHICLE MAINTENANCE - PARKS & FACILITIES $115.40 600641 10/26/2023 2496 OLD TOWN TIRE AND SERVICE INC 72924 VEHICLE MAINTENANCE - PARKS & FACILITIES $394.56 600641 10/26/2023 2496 OLD TOWN TIRE AND SERVICE INC 72726 BUILDING INSPECTOR VEHICLE MAINTENANCE $697.70 600642 10/26/2023 3089 OMB ELECTRICAL ENGINEERS INC 912308233 ADDITIONAL STREETLIGHTS ON MOR $225.00 300760 10/26/2023 3294 ORANGE TREE EMPLOYMENT SCREENING LLC 58012 TVE2 BACKGROUND CHECKS $244.00 600553 10/19/2023 1166 PACIFIC STRIPING INC 1 CITYWIDE TRAFFIC STRIPING: PW $248,838.84 600492 10/12/2023 2216 PARKHOUSE TIRE SERVICES INC 3020275735 TIRE SVCS: PW STREET MAINTENANCE: PW $270.02 600492 10/12/2023 2216 PARKHOUSE TIRE SERVICES INC 3020275193 TIRE SVCS: PW STREET MAINTENANCE: PW $396.11 300761 10/26/2023 2155 PECHANGA BAND LUISENO MISSION 0718 BOOKS FOR GIFT SHOP: TCSD $542.79 300700 10/19/2023 1214 PECHANGA BAND OF LUISENO MISSION INDIANS 20376 I-15/ FRENCH VALLEY PARKWAY IMPROV $11,771.88 300654 10/12/2023 3323 PEREZ KORRIN 09/26/23 CLAIMS: SETTLEMENT $300.00 15110 07/18/2023 1017 PERS (EMPLOYEES' RETIREMENT) FY23/24 UAL Pmt FY23/24 EMPLOYER UAL PAYMENT $2,821,406.00 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 300701 10/19/2023 1018 PETTY CASH 10/13/23 PETTY CASH REIMBURSEMENTS $759.42 600493 10/12/2023 2468 PLACEWORKS INC 82727 OLD TOWN PARKLETS PROGRAM: PLANNING $10,952.10 600554 10/19/2023 2468 PLACEWORKS INC 82727 OLD TOWN PARKLETS PROGRAM: PLANNING $10,952.10 600643 10/26/2023 2468 PLACEWORKS INC 89384 OLD TOWN PARKLETS PROGRAM: PLANNING $2,012.50 300702 10/19/2023 1363 PRE PAID LEGAL SERVICES INC Ben349745 PREPAID LEGAL SERVICES: PAYMENT $273.65 300655 10/12/2023 3305 PREDICTIVE INDEX LLC SI-266 GENERAL:TEAMBUILDING:HR $2,902.50 600644 10/26/2023 1721 PRO ACTIVE FIRE DESIGN & CONSULTING 2039 PLAN CHECKING SVCS: FIRE $9,942.70 600555 10/19/2023 3169 PROJECT POWER INTERMEDIATE HOLDINGS LLC INV00143096 CONTRACTOR MGMT ACCT FEE: RISK $50,000.00 300762 10/26/2023 2466 PROPAC INC 381787 SHELTER SUPPLIES & EQUIPMENT: EM $14,623.44 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132212813 FLOOR MATS AND TOWEL RENTALS: FACILITIES $10.28 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132213353 FLOOR MATS AND TOWEL RENTALS: FACILITIES $19.88 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132213352 FLOOR MATS AND TOWEL RENTALS: FACILITIES $31.45 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132213351 FLOOR MATS AND TOWEL RENTALS: FACILITIES $14.32 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132213340 FLOOR MATS AND TOWEL RENTALS: FACILITIES $9.89 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132213339 FLOOR MATS AND TOWEL RENTALS: FACILITIES $12.74 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214094 UNIFORMS: STREET MAINTENANCE $63.89 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214093A UNIFORM: PARKS AND FACILITIES $212.11 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214093E UNIFORMS: STREET MAINTENANCE $5.67 600494 10/12/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214095 FLOOR MATS AND TOWEL RENTALS: FACILITIES $10.28 600645 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 131016828 CM: UNIFORM: PARKS AND FACILITIES ($171.19) 600647 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY CM 13816-00 OPEN CREDIT ON ACCT 13816-00 ($10.92) 600647 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214594 FLOOR MATS AND TOWEL RENTALS: FACILITIES $9.89 600647 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214593 FLOOR MATS AND TOWEL RENTALS: FACILITIES $12.74 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214604 FLOOR MATS AND TOWEL RENTALS: FACILITIES $14.32 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214606 FLOOR MATS AND TOWEL RENTALS: FACILITIES $19.88 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132214587 FLOOR MATS AND TOWEL RENTALS: FACILITIES $24.52 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215866 FLOOR MATS AND TOWEL RENTALS: FACILITIES $14.32 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215868 FLOOR MATS AND TOWEL RENTALS: FACILITIES $19.88 600647 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215854 FLOOR MATS AND TOWEL RENTALS: FACILITIES $9.89 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215853 FLOOR MATS AND TOWEL RENTALS: FACILITIES $12.74 600645 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215360 FLOOR MATS AND TOWEL RENTALS: FACILITIES $10.28 600645 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215358A UNIFORM: PARKS AND FACILITIES $117.88 600645 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215358E UNIFORMS: STREET MAINTENANCE $5.67 600645 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132215359 UNIFORMS: STREET MAINTENANCE $63.89 600647 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132216627 FLOOR MATS AND TOWEL RENTALS: FACILITIES $10.28 600647 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132216625E UNIFORMS: STREET MAINTENANCE $5.67 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132217135 FLOOR MATS AND TOWEL RENTALS: FACILITIES $24.52 600647 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132217142 FLOOR MATS AND TOWEL RENTALS: FACILITIES $9.89 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132217152 FLOOR MATS AND TOWEL RENTALS: FACILITIES $14.32 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132217141 FLOOR MATS AND TOWEL RENTALS: FACILITIES $12.74 600646 10/26/2023 1336 PRUDENTIAL OVERALL SUPPLY 132217154 FLOOR MATS AND TOWEL RENTALS: FACILITIES $19.88 300703 10/19/2023 2290 QUESTICA LTD inv118611 BUDGET SOFTWARE ANNUAL SUBSCRIPTION:FINANCE $50,900.19 300656 10/12/2023 1847 RAND R CONTROLS INC 24823 ASSIST HVAC INSTALL, MARGARITA REC CENTER $765.00 300657 10/12/2023 1103 R C P BLOCK AND BRICK INC 32964552 MISC MASONRY SUPPLIES: PW PARKS $36.74 300763 10/26/2023 1496 RADAR SHOP INC THE 15140E EQUIPMENT MAINTENANCE: TEM SHERIFF $1,293.00 600557 10/19/2023 1537 RANDALL MANAGEMENT GROUP 31286 PUBLIC NOTICE SIGN POSTING SERVICES FY2023-24 $1,561.25 600557 10/19/2023 1537 RANDALL MANAGEMENT GROUP 31287 PUBLIC NOTICE SIGN POSTING SERVICES FY2023-24 $1,988.50 600495 10/12/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60170028-00 MISC HVACSUPPLIES: CRC $32.43 600495 10/12/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60168697-00 MISC HVAC SUPPLIES: FACILITIES $112.53 600558 10/19/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60169478-00 ICE MACHINE MAINT: FIRE STATIONS $90.78 600558 10/19/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60169577-00 ICE MACHINE MAINT: FIRE STATIONS $71.20 600558 10/19/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60169632-00 ICE MACHINE MAINT: FIRE STATIONS $50.02 600558 10/19/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60169668-00 ICE MACHINE MAINT: FIRE STATIONS $34.17 600558 10/19/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60169749-00 ICE MACHINE MAINT: FIRE STATIONS $40.37 600648 10/26/2023 2552 REFRIGERATION SUPPLIES, DISTRIBUTOR 60170340-00 MISC HVACSUPPLIES: MPSC $226.58 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 243677 JUL 2023 LEGAL SERVICES $1,405.14 600496 10/12/2023 1150 RICHARDS WATSON AND GERSHON 243673 JUL 2023 LEGAL SERVICES $90.00 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244348 AUG 2023 LEGAL SERVICES $1,320.00 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244347 GENERAL LEGAL SERVICES: RM $270.00 600499 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244368 AUG 2023 LEGAL SERVICES $30.00 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244327 GENERAL LEGAL SERVICES: RM $2,587.00 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244328 GENERAL LEGAL SERVICES: RM $2,716.00 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244329 GENERAL LEGAL SERVICES: RM $5,753.40 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244330 GENERAL LEGAL SERVICES: RM $2,322.00 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244331 GENERAL LEGAL SERVICES: RM $4,394.30 600499 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244332 AUG 2023 LEGAL SERVICES $141.50 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244335 GENERAL LEGAL SERVICES: RM $392.50 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244345 AUG 2023 LEGAL SERVICES $402.50 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244336 GENERAL LEGAL SERVICES: RM $5,574.50 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244344 GENERAL LEGAL SERVICES: RM $279.59 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244361 AUG 2023 LEGAL SERVICES $480.00 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244360 AUG 2023 LEGAL SERVICES $240.00 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244352 AUG 2023 LEGAL SERVICES $399.50 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244353 AUG 2023 LEGAL SERVICES $16,372.77 600499 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244355 AUG 2023 LEGAL SERVICES $120.00 600499 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244356 AUG 2023 LEGAL SERVICES $120.00 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244359 AUG 2023 LEGAL SERVICES $376.00 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244324 AUG 2023 LEGAL SERVICES $13,801.35 600497 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244349 AUG 2023 LEGAL SERVICES $2,677.80 600498 10/12/2023 1150 RICHARDS WATSON AND GERSHON 244351 AUG 2023 LEGAL SERVICES $658.00 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244350 AUG 2023 LEGAL SERVICES $11,335.90 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244362 AUG 2023 LEGAL SERVICES $2,911.00 600561 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244366 AUG 2023 LEGAL SERVICES $90.00 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244369 AUG 2023 LEGAL SERVICES $522.00 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244358 AUG 2023 LEGAL SERVICES $4,116.50 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244334 GENERAL LEGAL SERVICES: RM $43,506.02 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244325 AUG 2023 LEGAL SERVICES $2,400.60 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244333 AUG 2023 LEGAL SERVICES $3,177.95 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244337 AUG 2023 LEGAL SERVICES $8,407.50 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244338 AUG 2023 LEGAL SERVICES $7,579.08 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244339 AUG 2023 LEGAL SERVICES $1,525.00 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244342 AUG 2023 LEGAL SERVICES $875.10 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244343 AUG 2023 LEGAL SERVICES $1,222.50 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244346 AUG 2023 LEGAL SERVICES $2,900.95 600559 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244472 GENERAL LEGAL SERVICES: RM $15,320.00 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244371 AUG 2023 LEGAL SERVICES $1,065.00 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244553 SEP 2023 LEGAL SERVICES $480.00 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244558 SEP 2023 LEGAL SERVICES $482.00 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244580 SEP 2023 LEGAL SERVICES $800.00 600561 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244578 SEP 2023 LEGAL SERVICES $240.00 600561 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244584 SEP 2023 LEGAL SERVICES $150.00 600561 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244589 SEP 2023 LEGAL SERVICES $60.00 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244591 SEP 2023 LEGAL SERVICES $647.50 600560 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244592 SEP 2023 LEGAL SERVICES $412.50 600561 10/19/2023 1150 RICHARDS WATSON AND GERSHON 244593 SEP 2023 LEGAL SERVICES $210.00 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244561 SEP 2023 LEGAL SERVICES $510.00 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244548 SEP 2023 LEGAL SERVICES $23,583.87 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244549 SEP 2023 LEGAL SERVICES $3,717.86 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244550 SEP 2023 LEGAL SERVICES $11,748.34 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244551 SEP 2023 LEGAL SERVICES $1,762.50 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244552 SEP 2023 LEGAL SERVICES $5,948.90 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244555 SEP 2023 LEGAL SERVICES $1,470.00 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244556 SEP 2023 LEGAL SERVICES $320.00 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244581 GENERAL LEGAL SERVICES: RM $5,704.40 600651 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244573 GENERAL LEGAL SERVICES: RM $221.00 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244574 GENERAL LEGAL SERVICES: RM $1,027.50 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244575 GENERAL LEGAL SERVICES: RM $9,610.26 600651 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244576 GENERAL LEGAL SERVICES: RM $181.50 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244559 SEP 2023 LEGAL SERVICES $330.00 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244579 GENERAL LEGAL SERVICES: RM $2,409.00 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244564 SEP 2023 LEGAL SERVICES $390.00 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244565 SEP 2023 LEGAL SERVICES $1,827.50 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244567 GENERAL LEGAL SERVICES: RM $945.00 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244568 SEP 2023 LEGAL SERVICES $1,517.08 600651 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244569 GENERAL LEGAL SERVICES: RM $27.00 600650 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244572 GENERAL LEGAL SERVICES: RM $1,153.50 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244354 AUG 2023 LEGAL SERVICES $5,017.00 600649 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244326 GENERAL LEGAL SERVICES: RM $12,939.47 600651 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244370 AUG 2023 LEGAL SERVICES $30.00 600651 10/26/2023 1150 RICHARDS WATSON AND GERSHON 244367 AUG 2023 LEGAL SERVICES $300.00 600562 10/19/2023 1022 RIVERSIDE CO FIRE DEPARTMENT 235130 PARAMEDIC SQUAD VEHICLES: FIRE $400,776.84 300659 10/12/2023 2635 RIVERSIDE CO PUB SAFETY ENTERPRISE COMMUNIi PE0000001223A AUG EMERG RADIO RENTALS: EOC $102.62 300764 10/26/2023 2635 RIVERSIDE CO PUB SAFETY ENTERPRISE COMMUNIi PE0000001287 EMERGENCY RADIO RENTAL $1,395.67 300764 10/26/2023 2635 RIVERSIDE CO PUB SAFETY ENTERPRISE COMMUNIi PE0000001288A SEP EMERG RADIO RENTALS: EOC $102.62 300764 10/26/2023 2635 RIVERSIDE CO PUB SAFETY ENTERPRISE COMMUNIi OE0000001288B SEP EMERG RADIO RENTALS: CODE ENF $513.10 300765 10/26/2023 1042 RIVERSIDE CO SHERIFFS DEPT SH0000044201 07/27/23-08/23/23 LAW ENFORCEMENT $2,954,546.44 300658 10/12/2023 1104 RIVERSIDE COUNTY OF ENVIRONMENTAL HEALTH I IN0490111 PERMIT RENEWAL: CRC $933.00 600653 10/26/2023 3263 SAN DIEGO KOREAN PUNGMUL INSTITUTE 10/16/23 PERFORMING ARTS AGREEMENT 10-1 $1,000.00 600654 10/26/2023 1552 SANBORN GWYNETH A CO TEMECULA MUSIC ACAI PERF: 10/07/23 COUNTRY LIVE @ THE MERC 10/07/23 $766.25 600501 10/12/2023 2008 SARNOWSKI SHAWNA PRESTON 091S2023 MPSC/HUMAN SERVICES PHOTOGRAPHY $275.00 600501 10/12/2023 2008 SARNOWSKI SHAWNA PRESTON 09162023 PHOTOGRAPHY SERVICES FOR SPECIAL EVENTS $400.00 600501 10/12/2023 2008 SARNOWSKI SHAWNA PRESTON 09252023 PHOTOGRAPHY: THEATER: TCSD $440.00 600501 10/12/2023 2008 SARNOWSKI SHAWNA PRESTON 09222023 OPEN PO MUSEUM/ACE PHOTOGRAPHY $325.00 600564 10/19/2023 2008 SARNOWSKI SHAWNA PRESTON 09302023 MPSC/HUMAN SERVICES PHOTOGRAPHY $400.00 600655 10/26/2023 2008 SARNOWSKI SHAWNA PRESTON 10072023 PHOTOGRAPHY SERVICES FOR SPECIAL EVENTS $300.00 600655 10/26/2023 2008 SARNOWSKI SHAWNA PRESTON 10112023 PHOTOGRAPHY: THEATER: TCSD $1,030.00 600655 10/26/2023 2008 SARNOWSKI SHAWNA PRESTON 10062023 OPEN PO MUSEUM/ACE PHOTOGRAPHY $275.00 600655 10/26/2023 2008 SARNOWSKI SHAWNA PRESTON 09232023 PHOTOGRAPHY SVCS: WORKFORCE PROGRAMS: TCSD $300.00 300660 10/12/2023 2360 SB&O INC 923128 DESIGN, ENVIRO & SURVEY SVS: PW-CIP $9,422.65 300660 10/12/2023 2360 SB&O INC 823026 DESIGN, ENVIRO & SURVEY SVS: PW-CIP, ON -CALL AGRM $226.00 300660 10/12/2023 2360 SB&O INC 723025 DESIGN, ENVIRO & SURVEY SVS: CIP: PW22-05 $6,050.01 300660 10/12/2023 2360 SB&O INC 723028 ENGINEERING & SURVEY SVCS: CIP, PW22-15 $20,763.60 300660 10/12/2023 2360 SB&O INC 923130 ENGINEERING & SURVEY SVCS: PW-CIP, PW22-16 $1,292.00 300766 10/26/2023 1974 SCHOLASTIC INC EDUCATION 51921336 MISC BOOKS: RHRTPL: TCSD $1,142.72 300661 10/12/2023 2448 SHADE STRUCTURES INC 85499-02 RONALD REAGAN SPORTS PARK PUMP $67,000.00 600502 10/12/2023 2266 EMP# 529 09/28/23 REIMB: RFRSHMNTS: PTS00OMMISSION $83.06 600502 10/12/2023 2266 EMP# 529 09/26/23 REIMB: RFRSHMNT NICOLAS/CALLE GIRASOL MTG $50.17 600656 10/26/2023 2266 EMP# 529 10/09/23 REIMB: RFRSHMNTS NICOLAS/CALLE GIRASOL MTG $41.27 600503 10/12/2023 1509 SHERRY BERRY MUSIC PERF: 09/23/23 STAND UP COMEDY 09/23/23 $2,085.00 600503 10/12/2023 1509 SHERRY BERRY MUSIC PERF:09/21/23 JAZZ @ THE MERC 09/21/23 $416.50 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 600565 10/19/2023 1509 SHERRY BERRY MUSIC PERF:09/28/23 JAZZ @ THE MERC 09/28/23 $520.00 600657 10/26/2023 1509 SHERRY BERRY MUSIC PERF: 10/O8/23 SHERRY WILLIAMS & FRIENDS 10/08/23 $3,748.21 600657 10/26/2023 1509 SHERRY BERRY MUSIC PERF:10/OS/23 JAZZ @ THE MERC 10/05/23 $630.00 600657 10/26/2023 1509 SHERRY BERRY MUSIC PERF:10/15/23 LIFENOTE CHARITY CONCERT 10/15/23 $357.00 600657 10/26/2023 1509 SHERRY BERRY MUSIC PERF:10/12/23 JAZZ @ THE MERC 10/12/23 $730.00 600657 10/26/2023 1509 SHERRY BERRY MUSIC PERF: 10/13/23 STAND UP COMEDY GRADUATION SHOW 10/13/23 $1,185.00 600566 10/19/2023 2604 EMP# 6917 09/28/23 REIMB: STAGE LIGHTING/SOUND SUPPLIES $160.91 300704 10/19/2023 1787 SHRED IT US JV LLC 8004924927 MEDIA DESTRUCTION: IT $2,429.65 300704 10/19/2023 1787 SHRED IT US JV LLC 8004709894 DOCUMENT SHREDDING $46.58 300767 10/26/2023 1787 SHRED IT US JV LLC 8005032015 SHRED SERVICES: CITYWIDE $269.54 600504 10/12/2023 1780 SILVERMAN ENTERPRISES INC 1807 HEALTH FAIR SECURITY: TCSD $470.40 600658 10/26/2023 1780 SILVERMAN ENTERPRISES INC 1856 SECURITY SVCS: ROTATION PARKS $4,928.00 600505 10/12/2023 2510 SINGH GROUP INC 42278 ENCAMPMENT CLEAN UP: TCSD $7,227.00 600505 10/12/2023 2510 SINGH GROUP INC 42277 ENCAMPMENT CLEAN UP: TCSD $7,227.00 600659 10/26/2023 2510 SINGH GROUP INC 42381 ENCAMPMENT CLEAN UP: TCSD $6,010.00 600567 10/19/2023 1061 SMART & FINAL INC 10/10/23 OPEN PO-MRC, MPSC, AND SFSP $318.57 600660 10/26/2023 1061 SMART & FINAL INC 10/18/23 MISC SUPPLIES: MRC, MPSC, AND SFSP $267.67 600661 10/26/2023 3170 SMER RESEARCH 1 LLC 50020 SEP SOLAR GENERATION: VARI LOCATIONS $26,378.08 600662 10/26/2023 1888 SMOKE GUARD CALIFORNIA, INC. 139.24 SMOKE GUARD INSPECTION: CIVIC CENTER: PW $1,650.00 300662 10/12/2023 3340 SOARESTONY 09/27/23 PERFORMING ARTS AGREEMENT $500.00 600663 10/26/2023 2217 SOCIAL WORK ACTION GROUP 09302023 OUTREACH SERVICES $31,240.00 300768 10/26/2023 1153 SOUTH COAST AIR QUALITY MANAGEMENT DISTRII 4235333 FY 23/24 FLAT EMISSIONS FEE: STA 84 $160.35 300768 10/26/2023 1153 SOUTH COAST AIR QUALITY MANAGEMENT DISTRII 4232221 LIQUID FUEL DISPENSING SYSTEM: STA 84 $149.25 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287443 PEST CONTROL SERVICES: FIRE STATIONS $80.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287822 ROUTINE PEST CONTROL: FACILITIES: PW $59.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287605 PEST CONTROL SVCS: PARKS: PW $49.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287352 ROUTINE PEST CONTROL: FACILITIES: PW $56.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287438 PEST CONTROL SERVICES: FIRE STATIONS $80.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287367 ROUTINE PEST CONTROL: FACILITIES: PW $123.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287354 ROUTINE PEST CONTROL: FACILITIES: PW $120.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287597 ROUTINE PEST CONTROL: FACILITIES: PW $40.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287573 ROUTINE PEST CONTROL: FACILITIES: PW $90.00 600506 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287141 PEST CONTROL SERVICES: FIRE STATIONS $74.00 600507 10/12/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287351 ROUTINE PEST CONTROL: FACILITIES: PW $36.00 600569 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288604 ROUTINE PEST CONTROL: FACILITIES: PW $90.00 600569 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288428 PEST CONTROL SVCS: PARKS: PW $95.00 600569 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288329 PEST CONTROL SVCS: PARKS: PW $49.00 600569 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288292 ROUTINE PEST CONTROL: FACILITIES: PW $90.00 600568 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0287491 PEST CONTROL SVCS: PARKS: PW $95.00 600569 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288566 PEST CONTROL SVCS: PARKS: PW $42.00 600569 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288375 PEST CONTROL SERVICES: FIRE STATIONS $68.00 600569 10/19/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288277 ROUTINE PEST CONTROL: FACILITIES: PW $32.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288819 PEST CONTROL SVCS: PARKS: PW $49.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288220 PEST CONTROL SVCS: PARKS: PW $70.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288877 EMERGENCY PEST CONTROL SVCS: PARKS: PW $94.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288056 EMERGENCY PEST CONTROL SVCS: PARKS: PW $188.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288380 PEST CONTROL SERVICES: FIRE STATIONS $80.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288064 PEST CONTROL SERVICES: FIRE STATIONS $74.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288377 PEST CONTROL SERVICES: FIRE STATIONS $42.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288884 CALL -OUT PEST CONTROL SERVICES, FACILITIES $118.00 600664 10/26/2023 1055 SOUTH COUNTY PEST CONTROL INC 0288856 CALL -OUT PEST CONTROL SERVICES, FACILITIES $94.00 300705 10/19/2023 1704 SOUTHERN CALIFORNIA TELEPHONE COMPANY 45949231001 OCT GEN USAGE: 0141,0839,0978,0979 $283.61 300663 10/12/2023 1028 STADIUM PIZZA INC 09/27/23 RFRSHMNTS: WORKFORCE DEV $159.91 300769 10/26/2023 1028 STADIUM PIZZA INC 10/04/23 RFRSHMNTS: WORKFORCE DEV $147.83 300769 10/26/2023 1028 STADIUM PIZZA INC 10/11/23 HUMAN SERVICES SPECIAL EVENTS: TCSD $185.14 300769 10/26/2023 1028 STADIUM PIZZA INC 10/04/23B RFRSHMNTS: WORKFORCE DEV $144.78 300769 10/26/2023 1028 STADIUM PIZZA INC 10/18/23 RFRSHMNTS: WORKFORCE DEV $183.55 300706 10/19/2023 1431 STANDARD INSURANCE COMPANY Ben349739 Voluntary Supp Life Insurance: Payment $1,806.38 300770 10/26/2023 1125 STAR WAY PRODUCTIONS 163690 LED SCENIC EQUIPMENT FOR SOTC: CM $7,500.00 600508 10/12/2023 1146 STEAM SUPERIOR CARPET CLEANING 11780 CARPET CLEANING AT VARIOUS LOCATIONS: PW $4,800.00 600665 10/26/2023 1146 STEAM SUPERIOR CARPET CLEANING 11782 CARPET CLEANING AT CIVIC CENTER $5,750.00 300707 10/19/2023 1912 STEIN ANDREW 29117 GIVEAWAYS COLOR RUN: TCSD $5,743.12 300707 10/19/2023 1912 STEIN ANDREW 29157 TOTES FOR COLOR RUN:TCSD $830.29 300708 10/19/2023 3193 STOCKS KATHLEEN M 10/16/23 PERF: ART NIGHTS MUSICIAN $250.00 600509 10/12/2023 1514 EMP# 427 09/28/23 REIMB: COMPUTER DISPLAY @ THE MERC $357.79 600510 10/12/2023 1231 STRONG GARY 09/19/23 PAINTING SVCS:CHILDRENS MUSEUM: PW $500.00 300771 10/26/2023 1712 STUART JENNIFER 3400-34501st pmt TCSD INSTRUCTOR EARNINGS $12,240.00 300772 10/26/2023 2059 SUPERIOR READY MIX LP 379012 CONCRETE MATERIALS, PW STREET MAINTENANCE $7,143.80 300772 10/26/2023 2059 SUPERIOR READY MIX LP 379013 CONCRETE MATERIALS, PW STREET MAINTENANCE $2,258.82 600570 10/19/2023 1081 SWARCO MCCAIN INC INV0275421 TRAFFIC SIGNAL EQUIPMENT $1,642.24 600666 10/26/2023 1081 SWARCO MCCAIN INC INV0275054 TRAFFIC SIGNAL EQUIP ENHANCE FROG-CITYWIDE:PW-TRA $3,740.83 600666 10/26/2023 1081 SWARCO MCCAIN INC INV0274668 TRAFFIC SIGNAL EQUIP ENHANCE PROG-CITYWIDE:PW-TRA $206,831.07 600666 10/26/2023 1081 SWARCO MCCAIN INC INV0274871 TRAFFIC SIGNAL EQUIP ENHANCE PROG-CITYWIDE:PW-TRA $33,804.65 600666 10/26/2023 1081 SWARCO MCCAIN INC INV0275711 TRAFFIC POLE REPAIRS: PW $506.14 600511 10/12/2023 1611 T & D COMMUNICATIONS, INC. 2-230181 12 STRAND FIBER PULL:MRC CIP 17-21 $9,121.00 300664 10/12/2023 2521 T AND G GLOBAL LLC INV-2751 TREE INSTALL/REMOVAL & HOLIDAY DECOR: TCSD $70,687.50 300773 10/26/2023 2521 TAND G GLOBAL LLC INV-2836 LIGHT INSTALL: HARVESTON LAKE: PW $5,755.59 600571 10/19/2023 1113 TEAMSTERS LOCAL 911 Ben349737 UNION MEMBERSHIP DUESPAYMENT $5,369.00 600572 10/19/2023 2372 TELECOM LAW FIRM PC 16076 WIRELESS PLANNING SUPPORT SVCS: COMM DEV $762.00 300774 10/26/2023 1877 TEMECULA CATERING LLC E06046 CATERING SERVICES 11-2-23 $2,548.01 CHECK # CHECK DATE Vendor # Vendor Invoice # Description Invoice Net 600573 10/19/2023 1257 TEMECULA SUNRISE ROTARY FOUNDATION 09/30/23 BUS BENCH PLACEMENT & MAINT: PW $2,030.62 300709 10/19/2023 1946 TEMECULA VALLEY ALAND CLUB FY 23/24 CSF COMMUNITY SERVICE FUNDING REINVESTMENT $5,000.00 600574 10/19/2023 1030 TEMECULA VALLEY PIPE & SUPPLY 630924 IRRIGATION AND PLUMBING SUPPLIES, PW PARKS $43.01 600500 10/12/2023 1265 TEMECULA VALLEY SECURITY CENTER 54260 LOCKSMITH SVCS: VARIOUS LOCATIONS $203.32 600563 10/19/2023 1265 TEMECULA VALLEY SECURITY CENTER 54252 MISC HARDWARE REPLACEMENT: PHBSP: PW $3,020.00 600563 10/19/2023 1265 TEMECULA VALLEY SECURITY CENTER 54279 LOCKSMITH SERVICES: FACILITY MAINTENANCE $230.10 600652 10/26/2023 1265 TEMECULA VALLEY SECURITY CENTER 54399 LOCKSMITH SVCS: VARIOUS LOCATIONS $79.38 600652 10/26/2023 1265 TEMECULA VALLEY SECURITY CENTER 54380 LOCKSMITH SERVICES: FACILITY MAINTENANCE $38.06 300665 10/12/2023 1234 TEMECULA WINNELSON COMPANY 293696 01 PLUMBING SUPPLIES: PW FACILITIES $147.66 300710 10/19/2023 1234 TEMECULA WINNELSON COMPANY 295263 01 PLUMBING SUPPLIES: PW FACILITIES $320.95 300710 10/19/2023 1234 TEMECULA WINNELSON COMPANY 295266 01 PLUMBING SUPPLIES: PW FACILITIES $27.11 300710 10/19/2023 1234 TEMECULA WINNELSON COMPANY 29539201 PLUMBING SUPPLIES: PW FACILITIES $142.44 300710 10/19/2023 1234 TEMECULA WINNELSON COMPANY 29477001 PLUMBING SUPPLIES: PARKS $70.70 300711 10/19/2023 2339 TEMECULA YOUTH SPORTS LEAGUES 4700.101 TCSD INSTRUCTOR EARNINGS $1,650.00 600667 10/26/2023 1232 TERRYBERRY COMPANY P52492 SERVICE RECOGNITION: HR $95.54 600575 10/19/2023 1936 TIERCE NICHOLAS NTOTTCT-2023-10 GRAPHIC DESIGN: THEATER: TCSD $2,640.00 15246 07/28/2023 1568 TIME WARNER CABLE VAR JUL SPECTRUM JUL INTERNET SVCS: VARIOUS LOCATIONS $11,261.90 600576 10/19/2023 1063 TIMMY D PRODUCTIONS INC 23652 OPEN PO CULTURE DAYS AND ART NIGHTS MUSIC $425.00 600668 10/26/2023 1063 TIMMY D PRODUCTIONS INC 23653 DJ/MC/SOUND SERVICES: SPECIAL EVENTS $3,500.00 600577 10/19/2023 2421 TITAN RENTAL GROUP INC 45553 HEALTH FAIR EQUIPMENT RENTALS: TCSD $13,024.76 600669 10/26/2023 2421 TITAN RENTAL GROUP INC 47607 ADA RAMP RENTAL: PW - CIP $2,321.55 300712 10/19/2023 3135 TK CONSULTING INC 09/25/23 YNEZ ROAD IMPROVEMENTS -PHASE 1 $87,755.38 600512 10/12/2023 1995 TK ELEVATOR CORPORATION 3007363877 ELEVATOR MAINT SVCS: FACILITIES: PW $5,824.20 600512 10/12/2023 1995 TK ELEVATOR CORPORATION 5002228399 ELEVATOR CALL OUT SVCS: CIVIC CENTER: PW $355.44 600670 10/26/2023 1152 TOP LINE INDUSTRIAL SUPPLY LLC 462613 MAINTENANCE SUPPLIES: STREET MAINTENANCE: PW $566.53 600513 10/12/2023 2375 TR DESIGN GROUP INC 4773 ARCHITECTURAL SVCS: PW - CIP $4,839.23 300775 10/26/2023 2827 TRANSPORTATION CHARTER SRVS 57837 SDC TRANSPORTATION: TCSD $5,255.31 300775 10/26/2023 2827 TRANSPORTATION CHARTER SRVS 57683 SDC TRANSPORTATION:CRC6/29/23 $5,130.63 300666 10/12/2023 2647 TRINHJOYCE 10/02/23 AWARD:PLEIN AIR ART CITY $500.00 300776 10/26/2023 3348 TURNER CRAIG 10/10/23 REIMB: MISC SUPPLIES: FIRE $124.55 300777 10/26/2023 2551 U GYM LLC 10/11/23 MEMBERSHIP:ENG 12:FIRE $999.00 15134 08/15/2023 1350 U S BANK SS2 REMITTANCE COUNTY SS2 REMITTANCE $257,708.88 300667 10/12/2023 3222 ULTRA SHINE INC 1505A JANITORIAL SVCS FACILITIES MAINT $27,851.21 300713 10/19/2023 3222 ULTRA SHINE INC 1573B JANITORIAL SVCS FACILITIES MAINT $881.21 600514 10/12/2023 1432 UNDERGROUND SERVICE ALERT OF SOUTHERN CAI 920230743 SEP DIG SAFE BRD BILLABLE TIX: PW $239.25 600514 10/12/2023 1432 UNDERGROUND SERVICE ALERT OF SOUTHERN CAI 23-241210 SEP DIG SAFE BILLABLE TIX: PW $87.04 300714 10/19/2023 1131 UNITED RENTALS NORTH AMERICA INC 224477206-001 LIFT RENTAL: CIVIC CENTER: PW $1,088.69 600578 10/19/2023 2142 URBANE CAFE OPERATIONS LLC 102197 URBANE CAFE $233.81 300778 10/26/2023 1135 US POSTAL SERVICE 10/23/23 POSTAGE: ACTIVITY GUIDE $8,730.65 600515 10/12/2023 1493 VALLEY EVENTS INC 3156 HEALTH FAIR BALLOON ARCH: TCSD $490.00 600515 10/12/2023 1493 VALLEY EVENTS INC 3140 ENTERTAINMENT: COLOR RUN: TCSD $6,052.45 600579 10/19/2023 1493 VALLEY EVENTS INC 3121 PERFORMANCE/EVENTS: TCSD $975.00 600671 10/26/2023 1493 VALLEY EVENTS INC 3122 PERFORMANCE/EVENTS: TCSD $170.00 300779 10/26/2023 1467 VALLEY OF THE MIST QUILTERS 202301 ECONOMIC DEVELOPMENT SPONSORSHIP FUNDING $1,800.00 600516 10/12/2023 2941 VAN OTTERLOO INC 178328 VEHICLE MAINTENANCE -STREET MAINTENANCE $4,537.08 600672 10/26/2023 2941 VAN OTTERLOO INC 178317 VEHICLE MAINTENANCE -STREET MAINTENANCE $2,253.72 15123 08/08/2023 1845 VERIZON WIRELESS 9939740272 06/16-07/15 CELLULAR/BROADBAND: CITYWIDE $10,874.32 15208 09/06/2023 1845 VERIZON WIRELESS 9942130817 07/16-08/15 CELLULAR/BROADBAND: CITYWIDE $11,476.36 600673 10/26/2023 2629 VERSA PRODUCTS INC 4193112 GENERAL:ERGONOMICS:RM $861.63 600674 10/26/2023 1498 VISION ONE, INC. INV-74427 SEP TICKETING SERVICES: THEATER: TCSD $2,456.30 600517 10/12/2023 2034 WADDLETON JEFFREY L 1169 HIGH HOPES DJ SVCS: TCSD $525.00 300668 10/12/2023 1439 WALMART 09/28/23 MISC SUPPLIES: CRC: TCSD $365.00 300668 10/12/2023 1439 WALMART 09/28/23B MISC SUPPLIES: RESPONSIBLE COMPASSION $323.23 300668 10/12/2023 1439 WALMART 09/28/23C MISC SUPPLIES: CRC: TCSD $288.08 300668 10/12/2023 1439 WALMART 10/02/23 MISC SUPPLIES: THEATER: TCSD $96.10 300668 10/12/2023 1439 WALMART 09/19/23a MISC SUPPLIES: CRC: TCSD ($280.58) 300715 10/19/2023 1439 WALMART 10/11/23 MISC SUPPLIES: TVM: TCSD $19.12 300715 10/19/2023 1439 WALMART 10/06/23B MISC SUPPLIES: CLASSES: TCSD $96.45 300715 10/19/2023 1439 WALMART 10/06/23 MISC SUPPLIES: THEATER: TCSD $108.06 300669 10/12/2023 1102 WAXIE SANITARY SUPPLY INC 81997933 JANITORIAL SVCS FACILITY MAINT: PW $1,860.82 300669 10/12/2023 1102 WAXIE SANITARY SUPPLY INC 81988464 JANITORIAL SUPPLIES $4,148.12 300716 10/19/2023 1033 WEST PUBLISHING CORPORATION 849047856 SOFTWARE SUBSCRIPTION $1,179.86 600518 10/12/2023 1782 WESTERN AV 18714 CONFERENCE ROOM AV EQUIP: IT $43,829.70 600675 10/26/2023 1454 WESTERN RIVERSIDE CO REG.CONSERVATION AUTI JUL'23 JUL'23 MSCHP PAYMENT $5,991.25 300717 10/19/2023 1059 WESTERN RIVERSIDE COUNCIL OF GOVERNMENTS � 1556 FELLOWSHIP PRGM 22/23 $2,385.49 300718 10/19/2023 2322 WEX BANK 92364611 09/07-10/06 FUEL USAGE: POLICE $2,838.04 300670 10/12/2023 2175 WHITE CAP LP 50023890862 ASPHALT SUPPLIES: STREET MAINT $305.14 300670 10/12/2023 2175 WHITE CAP LP 50023885908 ASPHALT SUPPLIES: STREET MAINT $545.36 600676 10/26/2023 2390 WHOOSTER INC 10002007860 COMPUTER SUPPLIES: TEM SHERIFF $4,000.00 600519 10/12/2023 1034 WILLDAN ASSOCIATES INC 00626284 TRAFFIC ENG SRVCS: PW-TRAFFIC $1,915.26 300780 10/26/2023 3146 WINSUPPLY VISTA CA CO 127496 02 ELECTRICAL SUPPLIES: MPSC $432.24 300671 10/12/2023 1178 WSP USA INC 1348131 CLIMATE ACTION PLAN LR23-0083 $972.96 600677 10/26/2023 2289 YANES BLANCA A 0201.0 LANDSCAPE PLAN CHECK AND INSPECTION SERVICES $10,019.58 600677 10/26/2023 2289 YANES BLANCA A 0200.0 LANDSCAPE PLAN CHECK AND INSPECTION SERVICES $8,874.58 300781 10/26/2023 1223 ZOLL MEDICAL CORPORATION GPO 3813333 AED'S AND SUPPLIES: MEDIC $19,718.97 300672 10/12/2023 1340 ZOOLOGICAL SOCIETY OF SANDIEGO 40944 DAY CAMP MEAL: TCSD $1,326.50 TOTAL $12,662,262.96 Item No. 4 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: November 14, 2023 SUBJECT: Adopt Ordinance No. 2023-09 Approving a Planned Development Overlay Amendment (Planning Application No. PA23-0260) (Second Reading) PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council adopt an ordinance entitled: ORDINANCE NO. 2023-09 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING A PLANNED DEVELOPMENT OVERLAY AMENDMENT TO THE LINFIELD CHRISTIAN SCHOOL PLANNED DEVELOPMENT OVERLAY (PDO-7) GENERALLY LOCATED NORTH OF PAUBA RD., SOUTH OF RANCHO VISTA RD., EAST OF TEMECULA VALLEY HIGH SCHOOL, AND WEST OF GREEN TREE RD., AND MAKE A FINDING OF EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (APN: 955-020-012, 017, 018, AND 019) (PA23-0260) BACKGROUND: The City of Temecula is a general law city formed under the laws of the State of California. With respect to adoption of ordinances and resolutions, the City adheres to the requirements set forth in the Government Code. With the exception of urgency ordinances, Government Code Section 36934 requires two readings of standard ordinances more than five days apart. Ordinances must be read in full at the time of introduction or passage unless a motion waiving the reading is adopted by a majority of the City Council present. Ordinance No. 2023-09 was first introduced at the regularly scheduled meeting of October 24, 2023. FISCAL IMPACT: None ATTACHMENTS: 1. Ordinance 2. Exhibit A ORDINANCE NO.2023-09 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING A PLANNED DEVELOPMENT OVERLAY AMENDMENT TO THE LINFIELD CHRISTIAN SCHOOL PLANNED DEVELOPMENT OVERLAY (PDO-7) GENERALLY LOCATED NORTH OF PAUBA RD., SOUTH OF RANCHO VISTA RD., EAST OF TEMECULA VALLEY HIGH SCHOOL, AND WEST OF GREEN TREE RD., AND MAKE A FINDING OF EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (APN: 955-020-012, 017, 018, AND 019) (PA23-0260) THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS: Section 1. Procedural Findings. The City Council of the City of Temecula does hereby find, determine and declare that: A. The Linfield Christian School Planned Development Overlay was approved by the City Council on September 16, 2003 by the adoption of Ordinance No. 03-09. The Linfield Christian School Planned Development Overlay as approved shall be referred to in this Ordinance as the "PDO". B. On June 23, 2023, Linfield Christian School filed Planning Application No. PA23- 0260, a Planned Development Overlay Amendment in a manner in accord with the City of Temecula General Plan and Development Code. C. This application was filed in a manner in accord with the City of Temecula General Plan and Development Code. D. On September 6, 2023 the Planning Commission of the City of Temecula held a duly noticed public hearing on the proposed Project at which time all persons interested in these actions had the opportunity and did address the Planning Commission. E. Following consideration of the entire record of information received at the public hearings and due consideration of the proposed Project, the Planning Commission adopted Resolution No. 2023-15, "A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF TEMECULA RECOMMENDING THAT THE CITY COUNCIL ADOPT AN ORDINANCE ENTITLED "AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA APPROVING A PLANNED DEVELOPMENT OVERLAY AMENDMENT TO THE LINFIELD CHRISTIAN SCHOOL PLANNED DEVELOPMENT OVERLAY (PDO-7) GENERALLY LOCATED NORTH OF PAUBA RD., SOUTH OF RANCHO VISTA RD., EAST OF TEMECULA VALLEY HIGH SCHOOL, AND WEST OF GREEN TREE RD., AND MAKE A FINDING OF EXEMPTION UNDER THE CALIFORNIA ENVIRONMENTAL QUALITY ACT (APN: 955-020-012, 017, 018, AND 019) (PA23-0260)" F. On October 24, 2023, the City Council considered the Project at a duly noticed public hearing which time the City staff presented its report, and all interested persons had an opportunity to and did testify either in support or in opposition to the Project. G. All legal preconditions to the adoption of this Resolution have occurred. Section 2. Legislative Findings. The City Council in approving the Planned Development Overlay/Zone Change hereby makes the following findings: A. The proposed Ordinance is in conformance with the General Plan for Temecula and with all applicable requirements of State law and other Ordinances of the City. The proposed Planned Development Overlay Amendment Ordinance conforms to the City of Temecula General Plan Land Use Element. Furthermore, the proposed Zone Planned Development Overlay Amendment Ordinance directly responds to Goal 1 Policy LU-1.1 and LU-1.2 of the General Plan Land Use Element which is to promote the use of innovative site planning techniques that contribute to development of a variety of residential products styles and designs, including housing suitable for the community's labor force. The proposed project is also consistent with the above General Plan Land Use Element goal and policy in that an integrated mix of residential (including school faculty labor force), commercial, recreational, public, and open space land uses are all provided for within the PDO Schedule of Permitted Uses. B. The adoption of the Ordinance will not result in a loss of residential capacity in the City. Government Code section 63000(b) prohibits a city from changing the zoning of parcel where housing is an allowable use to a less intensive use than what was allowed under the land use designation or zoning ordinances as in effect on January 1, 2018 unless the city concurrently changes the development standards, policies, and conditions applicable to other parcels within the jurisdiction to ensure that there is no net loss in residential capacity. Senior housing is a conditionally permitted use in Planning Area 3 and is not permitted in Planning Area]. The proposed lot line adjustment will result in a reduction of residential capacity in Planning Area 3 by 14.82 acres. As such, two new sub -areas that total 14.82 acres are proposed to be added to Planning Area I that will allow for senior housing with a conditional use permit. Therefore, the housing capacity being lost from Planning Area 3 has been added to Planning Area I so that there is no loss in residential capacity for senior housing in the City. Section 3. CEQA. This Ordinance, which approves an amendment to the Planned Development Overlay, is exempt from CEQA review pursuant to CEQA Guidelines Section 15061(b)(3) because it can be seen with certainty that there is no possibility that the adoption of the Ordinance may have a significant effect on the environment and Section 15305 (Minor Alterations in Land Use Limitations) as the average slope of the property is less than 20%, the project does not propose any changes in land use or density and only involves the adjustments to N the lot lines of three (3) Planning Areas and the creation of two (2) new sub -areas within Planning Area 1. The lot line adjustment will reduce Planning Area 3, which allows senior housing as a conditionally permitted use. As such, Planning Areas I and I were added to Planning Area 1 which will allow senior housing at the same density and same acreage as was removed from Planning Area 3. As such, there are no changes in land use or density as a result of the PDO amendment. Section 4. Zoning Code Amendment. The City Council hereby amends Chapter 17.22 (PLANNED DEVELOPMENT OVERLAY ZONING DISTRICT (PDO-7)) of Title 17 (Zoning) of the Temecula Municipal Code by amending Article VIII, entitled "Linfield Christian School Planned Development Overlay District 7" to read as provided in Exhibit A, attached to this Ordinance and incorporated herein as thought set forth in full. Section 5. Severability. If any portion, provision, section, paragraph, sentence, or word of this Ordinance is rendered or declared to be invalid by any final court action in a court of competent jurisdiction, or by reason of any preemptive legislation, the remaining portions, provisions, sections, paragraphs, sentences, and words of this Ordinance shall remain in full force and effect and shall be interpreted by the court so as to give effect to such remaining portions of the Ordinance. Section 6. Effective Date. This Ordinance shall take effect thirty (30) days after its adoption. Section 7. Notice of Adoption. The City Clerk shall certify to the adoption of this Ordinance and cause it to be published in the manner required by law. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 14t" day of November, 2023. Zak Schwank, Mayor ATTEST: Randi Johl, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 2023-09 was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 24th day of October, 2023, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the 14th day of November, 2023 by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk EXHIBIT A Temecula Municipal Code E1' . Title 17 ZONING Chapter 17.22 PLANNED DEVELOPMENT OVERLAY ZONING DISTRICT (PDO-1 Article VIII. Linfield Christian School Planned Development Overlay District-7 17.22.180 Title. Sections 17.22.180 through 17.22.188 shall be known as "PDO-7 (Linfield Christian School planned development overlay district). (Ord. 17-07 § 3; Ord. 03-09 § 3) 17.22.181 Purpose and intent. The Linfield Christian School planned development overlay district (PDO-7) is intended to create a unique mixed -use area within the city, blending educational, recreational, institutional and residential facilities in a comprehensive master plan that builds upon the existing campus development. PDO-7 allows for the introduction of compatible housing opportunities within the conventional zoning district and serves to implement the objectives of the land use and housing elements of the general plan. Supplemental development standards have been provided to recognize the transition between the existing campus facilities and the new development areas, to promote compatibility with the surrounding land uses, and to insure the long-term design quality of the Linfield Christian School PDO district. (Ord. 17-07 § 3; Ord. 03-09 § 3) 17.22.184 Relationship with the development code and citywide design guidelines. A. The list of permitted, conditionally permitted, and prohibited uses for the Linfield Christian School planned development overlay district is contained in Table 17.22.186B. B. Except as modified by the provisions of Section 17.22.188, the following rules and regulations shall apply to all planning applications in this area. 1. Where this PDO is silent, the development standards of the public institutional (PI) district in the development code shall apply (Chapter 17.12). 2. The development standards in the development code that would apply to the medium density residential district, and are in effect at the time an application is deemed complete, for any proposed residential housing to be located in planning area 2 of PDO-7. The maximum number of residences to be developed in Planning Area 2 is twenty-six. 3. The master plan and design guidelines approved as a part of the Linfield Christian School Master Plan shall apply to Planning Areas 1A, 1B, 1C and I of this PDO. Development proposals within Planning Areas 2 and 3A and 3B shall comply with the city of Temecula Citywide Design Guidelines. 4. Senior housing, assisted living, congregate care housing, skilled nursing or memory care facilities shall be permitted pursuant to the standards within Section 17.10.020 of the Temecula Development Code, except as modified by the requirements of Section 17.22.188 of this article. EXHIBIT A (Ord. 17-07 § 3; Ord. 03-09 § 3) 17.22.186 Use regulations. The list of permitted land uses for the Linfield Christian School planned development overlay district is contained in Table 17.22.186B. PDO-7 contains three different planning areas as shown in Exhibit 17.22.186A. The three planning areas are identified as follows: ► Planning Area 1: Educational/Institutional: identified as (EI) in Table 17.22.186B. Planning Area 1 is further separated into four subareas: Planning Area IA (58.25 gross acres) is the main Linfield Christian School Campus, and Planning Area 113 (5.82 gross acres) is the existing elementary school campus. Planning Area 1 C (5.43 gross acres) is a portion of the northern campus that may include Senior Housing Planning Area 1D (9.39 gross acres) is a portion of the northern campus that may include Senior Housing ► Planning Area 2 (7.58 gross acres): Educational/Residential: identified as (ER) in Table 17.22.186B; and ► Planning Area 3: Public/Institutional: identified as (PI) in Table 17.22.186B. Planning Area 3 is further separated into two subareas: Planning Area 3A (7.36 gross acres); and Planning Area 313 (5.82 gross acres). EXHIBIT 17.22.186A Linfield Christian School Planning Area Map pTn�n� PLANNING AREA 313 PLANNING PLANNING AREA 3A AREA 1C PLANNING AREA 1a PLANNINGAREA 1A auba EXHIBIT A Where indicated with the letter "P" the use shall be a permitted use. A letter "C" indicates the use shall be conditionally permitted, subject to the approval of a conditional use permit. Where indicated with a "- ," the use is prohibited within the planning area. Table 17.22.186B Schedule of Permitted Uses Lintield Christian School Planned Development Overlay District-7 Description of Use Area Description of Use Area 1A, 113, 1C & 1D EI Area 2 (ER) Area 3A & 3B (PI) A Art gallery P P P Auditorium P C C B (Reserved) C Christmas tree lots P P P Churches, temples, religious institutions C C C Communications and microwave installations* Community health clinics C Community center P C P Conference center P P P Congregate care housing (including support services) C C P Congregate living health facility C C C Construction trailer (temporary) P P P Convalescent homes C P P D Day care center P P P Day care health center P — P E Educational institution C C C F Food services (for campus and special events) P P P G Garages, public parking C — P Golf courses C — P Golf college or sports training facility C — P Government offices P — P Government services P — P Group home — — — H Helipad or heliport C — C Hospital C — C I—K (Reserved) L Library P P P M Maintenance facility (accessory to primary use only) P C P Modular classrooms (used as interim classroom space) P — P Museum P P P N—O (Reserved) P Parks and recreation P P P EXHIBIT A Table 17.22.186B Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District-7 Description of Use Area Description of Use Area 1A, 113, 1C & 1D EI Area 2 (ER) Area 3A & 313 (PI) Performing arts, theaters and places of public assembly P — C Police/sheriff station P — P Post office P Public utilities C C C Q (Reserved) R Radio and broadcasting studios P — P Recording studios P — P Religious facilities C C C Residential —single-family detached, school superintendent or dean's home, caretaker home, (accessory to private school use only) P P P Residential —single-family attached or duplex housing for school faculty P — Residential —multiple -family housing for school faculty — P — Residential —senior housing C** C C Residential student dorms C C C S Schools, trade or vocational C C C Skilled nursing facility C C C Sports and recreation facilities P P P T Trade or vocational schools C C C U Utility offices and service yards C C C V—Z (Reserved) Notes: *Subject to Chapter 17.40 of the Temecula Municipal Code. ** Senior Housing is conditionally permitted in PA 1C and 11) of Planning Area 1. Senior Housing is not permitted in PA I and PA 1B. Legend: P = Permitted by right in the district C = Permitted by Conditional Use Permit in the district — = Use is prohibited in the district (EI) = Educational/Institutional: Planning Areas IA,1B, 1C and I (ER) = Educational/Residential: Planning Area 2 (PI) = Public/Institutional: Planning Areas 3A and 3B (Ord. 17-07 § 3; Ord. 08-11 §§ 36 38; Ord. 03-09 § 3) EXHIBIT A 17.22.188 Supplemental development standards. Permitted and conditionally permitted uses within PDO-7 shall comply with the development standards of the underlying public/institutional zoning district except as modified or augmented by the standards contained in this section. A. General. 1. All new development occurring within Planning Areas IA, 1B, I and I shall be in substantial conformance with the Linfield Christian School master plan, provided that modifications of up to twenty percent of the estimated square footage of the individual or combined structures may be approved by the planning director. Minor modifications to the site location or number of new facilities may also be approved by the planning director. Major modifications to the overall scale, intensity or intended land uses within the planning areas shall be referred to the planning commission for approval. 2. All new development within Planning Areas 1 A,1 B, 1 C and 1 D deemed to be in compliance with the Linfield master plan and design guidelines shall be subject to the administrative review process, pursuant to Section 17.05.020 of the Temecula Development Code. 3. Development proposals for faculty housing units within Planning Area 2 of PDO-7 shall be subject to the development standards of the medium density residential (M) zoning district, and will require review and approval of a development plan by the planning commission. The maximum number of residences to be developed in Planning Area 2 is twenty-six. 4. Development proposals for senior housing, assisted living, congregate care housing, skilled nursing or memory care facilities shall be permitted up to a maximum density of twenty-four units per acre within Planning Area 3A and adhere to the following minimum requirements: a. The net livable floor area square footage for senior housing units shall be as required in Section 17.10.020 except that assisted living units shall be a minimum of three hundred fifty square feet for studio/efficiency units; and memory care units shall be a minimum of two hundred fifty square feet for private units and three hundred fifty square feet for shared units. b. Senior housing for independent living and assisted living shall provide a minimum of sixty-eight square feet of private open space per unit, excluding units dedicated as guest units for visiting family members or other non-residents, and may be comprised of private outdoor patios, decks, porches, balconies, and yards. The combined common area and private open space shall be a minimum of two hundred square feet per unit and may include plazas, courtyards, gardens, recreational areas, putting greens, decks and patios. C. Single -story attached senior housing units shall provide a minimum of one hundred fifty square feet per unit of private open space which may be comprised of porches, patios, yards, and courtyards within the front and rear yard areas of the units. d. Memory care facilities shall provide a minimum of seventy-five square feet per unit of common area outdoor space. EXHIBIT A 5. There is no maximum lot coverage or floor area requirement for development projects within PDO-7, provided that the respective development standards for the use are met. B. Setbacks. 1. Landscape setbacks along the Pauba Road and Rancho Vista Road street frontages shall be an average of twenty feet, except for Planning Area I which shall be a minimum of five feet, due to the presence of the existing elementary school parking lot. The overall average front setback along either roadway shall be no less than twenty feet. 2. Sidewalks, pedestrian paths, paving, driveways and wrought iron or chain link fencing are permitted to be located within the landscaped setback area. C. Building Height. 1. Structures within Planning Area 1 shall not exceed two stories, or forty-five feet in height. Architectural projections such as mansards, towers and other design elements shall be permitted to extend an additional ten feet above the height of the building. Structures designed as split-level in order to accommodate the existing site grades are permitted up to a height of sixty feet as measured from the lowest grade. Any structures over forty-five feet in height shall be located a minimum of one hundred feet from the nearest exterior property line, and a minimum of two hundred fifty feet from the property line of any single-family residential structure. 2. Single-family residential and multi -family residential structures (with the exception of senior housing developments) shall not exceed two stories, or a maximum of thirty feet in height. 3. Multi -family senior housing, assisted living, congregate care housing, and convalescent housing structures within Planning Area 3A shall not exceed four stories, (excluding parking level) or sixty-five feet in height above the lowest grade, except that elevator shafts and stairwells may extend above the roof height. Any portion of a structure over forty-five feet in height shall be set back a minimum of one hundred and thirty feet from the property line of any single-family residential structure. D. Parking. 1. Parking requirements for assembly facilities within Planning Area 1 shall be considered as shared parking in conjunction with the standard spaces required under the development code for school parking. This determination applies to those assembly or special event facilities primarily used by the student population and faculty during the school day, or those facilities conducting events after school or in the evening hours when regular school parking is available. 2. In order to provide sufficient on -site parking in the case of a special event on campus, and to prevent potential overflow parking on surrounding public streets, temporary, special event parking may be provided on designated outdoor play courts in Planning Area 1. Such temporary parking areas shall be clearly identified, and cease operation at the conclusion of the special event. EXHIBIT A E. Landscaping and Fencing. 1. Landscaping within parking lot areas shall be consistent with Section 17.24.050(H) of the Temecula Development Code, with the following exceptions: a. Landscaped planters shall not be required within the interior of parking lots except for at the ends of each row of parking spaces, due to the need to insure clear visibility in parking areas for campus security purposes. b. Required trees within the parking lot area shall be limited to the islands at the end of the parking rows, and within the landscaped areas at the perimeter of the parking lot. Trees shall be minimum fifteen -gallon containers, and may be spaced in a linear fashion around the perimeter or clustered. Trees shall be provided at a ratio of one tree for every four required parking spaces. Due to the extensive amount of existing mature trees within the district, and the internal nature of the parking lots within the landscaped setting, existing trees immediately adjacent to parking lots shall be included in the required count of parking lot trees. C. Parking lot landscaping standards shall only apply to new or substantially redeveloped parking lot areas within the district. d. Fencing for school facilities and outdoor recreation areas shall be exempt from the fence height requirements of Section 17.12.050 of the public/institutional district of the Temecula Development Code. Acceptable fencing materials include finished wrought iron or tubular steel, chain link, vinyl and decorative masonry. (Ord. 17-07 § 3; Ord. 03-09 § 3) View the mobile version. Item No. 5 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: November 14, 2023 SUBJECT: Adopt Ordinance No. 2023-10 Amending Temecula Municipal Code Section 2.40.100 Relating to Compensation for City Board and Commission Members (Second Reading) PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council adopt an ordinance entitled: ORDINANCE NO. 2023-10 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING SECTION 2.40.100 OF THE TEMECULA MUNICIPAL CODE RELATING TO COMPENSATION FOR CITY BOARD AND COMMISSION MEMBERS BACKGROUND: The City of Temecula is a general law city formed under the laws of the State of California. With respect to adoption of ordinances and resolutions, the City adheres to the requirements set forth in the Government Code. With the exception of urgency ordinances, Government Code Section 36934 requires two readings of standard ordinances more than five days apart. Ordinances must be read in full at the time of introduction or passage unless a motion waiving the reading is adopted by a majority of the City Council present. Ordinance No. 2023-10 was first introduced at the regularly scheduled meeting of October 24, 2023. FISCAL IMPACT: None ATTACHMENTS: Ordinance ORDINANCE NO.2023-10 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING SECTION 2.40.100 OF THE TEMECULA MUNICIPAL CODE RELATING TO COMPENSATION FOR CITY BOARD AND COMMISSION MEMBERS THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS: Section 1. Section 2.40.100 of the Temecula Municipal Code is hereby amended to read as follows: "Section 2.40.100 Compensation City commissioners shall receive monthly compensation as follows: Community Services Commission Planning Commission Traffic Safety Commission Old Town Local Review Board Race, Equity, Diversity and Inclusion Commission $150 per meeting attended $150 per meeting attended $150 per meeting attended $150 per meeting attended $150 per meeting attended" Section 2. If any sentence, clause or phrase of this ordinance is for any reason held to be unconstitutional or otherwise invalid, such decision shall not affect the validity of the remaining provisions of this ordinance. The City Council hereby declares that it would have passed this ordinance and each sentence, clause or phrase thereof irrespective of the fact that any one or more sentences, clauses or phrases be declared unconstitutional or otherwise invalid. Section 3. The City Clerk of the City of Temecula shall certify to the passage and adoption of this Ordinance and shall cause the same to be published or posted in the manner required by law. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 14th day of November, 2023. Zak Schwank, Mayor ATTEST: Randi Johl, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 2023-10 was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 24th day of October, 2023, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the 14th day of November, 2023, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk Item No. 6 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Jennifer Hennessy, Director of Finance DATE: November 14, 2023 SUBJECT: Approve Resolution Authorizing Withdrawal of Funds from City's Pension Trust to Make Additional Discretionary Payment to the Ca1PERS Retirement System RECOMMENDATION: That the City Council adopt a resolution entitled: RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA AUTHORIZING THE TRANSFER OF $2,000,000 FROM THE CITY' S PENSION RATE STABILIZATION TRUST TO MAKE AN ADDITIONAL DISCRETIONARY PAYMENT TO CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM BACKGROUND: At their meeting on December 13, 2022, the City Council approved the Debt/Liability Paydown Strategy, whereby the City would pay off all outstanding facility debt, and pay down the unfunded pension liability, and the Other Post -Employment Benefits (OPEB) liability within the next seven years. The Paydown Strategy consists of a 15-year Financial Plan and includes the use of Available General Fund Balance and available resources in the IRC Section 115 Irrevocable Pension Trust to pay off the City's outstanding debt/liabilities. During Fiscal Year 2022-23, the City paid off the Civic Center Loan ($12,624,607), the Margarita Recreation Center Loan ($5,038,999) and a portion of the pension unfunded liability ($7,250,000). The Fiscal Year 2023-24 Annual Operating Budget includes appropriations for the pay down of the OPEB unfunded liability of $5,361,000 and an additional discretionary payment (ADP) to the Ca1PERS Retirement System of $10,538,003 for the City's pension unfunded liability, as projected in the Debt/Liability Paydown Strategy. Funding Sources—mM Payoff Schedule Pension Available CIPEB Pension Civic Center MRC Year # Fiscal Year Trust Fund Balance Liability Liability Loan Loan 1 2022-23 5,000,000 19,913,606 7,250,000 12,624,607 5,038,999 2 2023-24 5,000,000 10,982,828 5,361,000 10,538,003 3 2024-25 5,000,000 3,223,220 8,234,950 4 2025-26 2,000,000 5,498,009 6,819,012 5 2026-27 2,690,009 2,178,159 6 2027-28 10,788,263 10,204,668 7 2028-29 8,330,579 7,430,035 8 2029-30 9 2030-31 10 2031-32 17,000.000 61A16.513 5.361,000 52,654.826 12.624,607 5.038,999 Total Interest Savings n/a 30,756,231 2,187,894 1,036,267 In addition to the budgeted ADP noted above, staff recommends an additional $2,000,000 payment towards the pension unfunded liability from additional contributions and interest earnings realized in the Pension Trust over and above what was included in the Debt/Liability Paydown Strategy, bringing the total Trust contribution to $7,000,000 for Fiscal Year 2023-24. The Debt/Liability Paydown Strategy assumed the balance in the Pension Trust would be $12,000,000 this fiscal year. As of the September 2023 statement, the balance in the Trust is $14,104,989.53. Staff recommends utilizing this higher balance to make an additional payment to reduce the City's unfunded pension liability. As part of the Fiscal Year 2023-24 Mid -Year Budget process, staff will provide an update to the Debt/Liability Paydown Strategy to reflect the most recent Ca1PERS and OPEB actuarial reports and their impacts on the unfunded liabilities. FISCAL IMPACT: By utilizing $2,000,000 in available funds from the Pension Trust, the reduction in the unfunded pension liability would save the City approximately $200,000 in annual operating expenditures related to CalPERS pension. ATTACHMENTS: Resolution RESOLUTION NO. 2023- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA, AUTHORIZING THE TRANSFER OF $2,000,000 FROM THE CITY'S PENSION RATE STABILIZATION TRUST TO MAKE AN ADDITIONAL DISCRETIONARY PAYMENT TO CALIFORNIA PUBLIC EMPLOYEES' RETIREMENT SYSTEM THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. The City Council does hereby find, determine and declare that: A. According to actuarial valuations provided by California Public Employees' Retirement System (Ca1PERS) dated June 30, 2022, the City has an Unfunded Actuarial Liability (UAL) with Ca1PERS of $57,019,838. B. At its February 27, 2018 meeting, the City Council approved the Fiscal Year 2017-18 Mid -Year Budget, including the adraftddition of Budget and Fiscal Policy XII. Pension Rate Stabilization Policy that outlined the establishment of an Internal Revenue Code (IRC) Section 115 Irrevocable Trust and approved an appropriation of $8 million in seed funding to be set aside into the Trust in Fiscal Year 2017-18, once the Trust was established. C. The City Council authorized the formation of the Trust with Public Agency Retirement Services (PARS) on May 22, 2018 and has intentionally funded the Trust with a total of $17,404,941 on five separate occasions since the Trust was established and one withdrawal of $5,000,000 in Fiscal Year 2022-23. In addition, the Trust has earned significant interest earnings over time. D. The City Council desires to reduce the City's UAL and increase the funded status of the City's pension plan with Ca1PERS, thereby saving approximately $30 million of interest over the next 25 years. to: Section 2. The City Council does hereby approve and direct the City Manager and staff 1. Make a one-time transfer of $2,000,000 from the Trust to Ca1PERS; and 2. Make the necessary adjustments to the budget to reflect the one-time transfer directed herein. Section 3. The City Clerk shall certify adoption of the resolution. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 14th day of November, 2023. Zak Schwank, Mayor ATTEST: Randi Johl, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 2023- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 14th day of November, 2023, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk Item No. 7 CITY OF TEMECULA AGENDA REPORT TO: City Council/City Manager FROM: Betsy Lowrey, Assistant to the City Manager DATE: November 14, 2023 SUBJECT: Approve Recommendation for Community Service Funding Grant Program for Fiscal Year 2023-24 (At the Request of Subcommittee Members Schwank and Stewart) RECOMMENDATION: That the City Council approve the recommended award and allocation of $100,000 to fund grant applications received from non-profit organizations for the Community Service Funding Grant Program Fiscal Year 2023-24. BACKGROUND: The City Council appointed Mayor Zak Schwank and Mayor Pro Tem James Stewart to the Fiscal Year 2023-24 Community Service Funding Ad Hoc Subcommittee to recommend grant fund allocations to nonprofit organizations for programs that provide services in support of residents of Temecula. The Community Service Funding grant program's adopted Fiscal Year 2023-24 budget total is $100,000 and allows awards up to $5,000 per nonprofit organization. Information about the Community Service Funding Grant program was e-mailed to nonprofit organizations in the Temecula Valley area including community -based charities in the City's database. In addition, advertisements about the program were shared on the City's social media. The applications and guidelines are posted on the City's website at TemeculaCA.gov/grants. A total of 47 applications from nonprofit organizations were submitted to the City requesting a total of $230,000 in grant funding. The Ad Hoc Subcommittee reviewed the requests for funding based on criteria adopted by the City Council to support nonprofit organizations who offer charitable community -wide programs and services such as food, clothing, shelter, medical care, and are supportive of the arts, special needs community, veterans and similar types of charitable needs that benefit Temecula residents. The Ad Hoc Subcommittee selected 22 programs to receive grant funding ranging from $2,500 to $5,000 each, totaling the $100,000 budgeted amount. FISCAL IMPACT: Funds are available in the Fiscal Year 2023-24 Community Service Funding line item 001.101.999.5267 in the amount of $100,000. ATTACHMENTS: 1. Fiscal Year 2023-24 Application Summary 2. Fiscal Year 2023-24 Applications COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 1 'ALTERNATIVE TWIST MEDIA dba $ 5,000 ARTIST SPOTLIGHT. Weekly audio recordings with local Temecula musicians and $ ALTERNATIVE TWIST RADIO Temecula guest speakers (recorded in studio or remotely). Funding used to provide in-house servers, upgrade webcams for videos and interviews, and upgraded HVAC Phebe Pang, President unit to maintain server's temperatures. 1270 Park Avenue, Perris, CA 92570 Estimated number of Temecula residents to benefit: 20. ALTERNATIVETWISTRADIO@GMAIL.COM 2 AMERICAN PATRIOT MUSIC PROJECT $ 5,000 VETERANS AND FIRST RESPONDERS' GUITAR BUILDING PROJECT. Therapy for $ injuries to Veterans and/or First Responders whether physical or otherwise related to Antonio Villegas, Executive Director deployment to a combat zone or actual combat. For First Responders the same type Mailing: 1015 Amherst Ave. of injuries to their type of work. Funding will be used to purchase guitar kits, guitar TONY@AMERICANPATRIOTMUSIC.ORG cases, guitar mini -amplifiers, training staff (4 day stay) and food for the 3-day workshop. Estimated number of Temecula residents to benefit: 10. 3 ANIMAL FRIENDS OF THE VALLEYS $ 5,000 AFV TEMECULA MICROCHIPPING EVENT. A Microchip Fair held 1, 2 or 3 days in the $ spring of 2024 provides free microchipping of Temecula pets belonging to owners Beth Soltysiak that show proof of Temecula residency. Having a pet microchipped helps Temecula Mailing: 33751 Mission Trail Rd. animals from ever entering the shelter, cuts down on shelter costs, and find their Program: Petco Temecula & AFV Clinic way back home. Funding will be used to purchase microchips costing $20 per shot, BETH@AFV.ORG gas for AFV van, sharp receptacles, flyers & posters, lunch for volunteers and staff, and the shot disposal fee. Estimated number of Temecula residents to benefit: 200. 4 ASSISTANCE LEAGUE OF TEMECULA VALLEY' $ 5,000 OPERATION FOSTER/HOMELESS YOUTH. Provides basic needs and support for (1) $ Temecula foster youth, (2) homeless children, and (3) foster youth transitioning out Contact: Diane Sitar of the system. ALTV will work with other non-profit organizations, school counselors, President: Mary Murphy and social workers to assess those needs and serve Temecula's citizens. Funding for 28720 Via Montezuma, Temecula, CA the respective three described needs will be used to purchase (1) new clothing, 92590 supplies, and a $35 Famous Footwear gift card, (2) high school "senior packages" to PRIMESOLUTIONS2@VERIZON.NET; be included in high school activities of their choice: yearbook, Grad Night, Prom MARYMURPHY02@GMAIL.COM Ticket, Student Body Card, and (3) household items such as vacuums, bedding, bathroom towels/accessories, kitchen appliances/utensils/dishes/silverware/ mixers/coffee pots, etc., clothing, holiday presents, gasoline, and "food only" grocery cards. Estimated number of Temecula residents to benefit: 40. ANNUAL CSF O r1 N M O O O O N N N N Ol O -1 N ri N N N O O O O N N N N LL LL LL LL 5,000 1 1 4,7841 5,0001 5,000 5,000 1 1 4,7841 5,0001 0 1 40,000 5,000 1 1 4,7841 5,0001 5,0001 50,000 COUNCIL CSF rI N r1 N N N M N O O O O N N N N O O r-1 N N O N O N O N O N N N N U_ LL LL LL 920 CDBG -I N N N M N N O N O N O N O N O rI N M O N O N O N O N U_ LL U_ LL 5,491 6,969.61 7,226 7,236 Page 1 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 5 'BIG BROTHERS BIG SISTERS OF THE INLAND' $ 2,500 EMPIRE Contact: Krystle Joseph, Director of Resource Development & Events Authorized Officer: Joelle Warlick, Grant Writer Missing Address - IRS Letter & 990 address: 1801 E. Edinger Ave, Ste 101, Santa Ana, CA 92705-4763 KJOSEPH@IEBIGS.ORG 6 BIKE TEMECULA VALLEY $ 1 Gary Oddi Mailing: 31311 Cantebury Ct., Temecula, CA 92591 Program: 41760 Rider Way, Temecula, CA 92590 GARYODDI@TVBIKECOALITION.COM 7 BIRTH CHOICE Janette Chun Mailing: 1 Ridge Gate Dr., Suite 220, Temecula, CA 92590 Program: 41750 Winchester Rd. Suite O, Temecula, CA 92590 CONTACT@BIRTHCHOICE.CENTER SCAVENGER HUNT: EXPLORE TEMECULA VALLEY! MARCH EVENT. Youth explore Temecula and learn about Temecula's local history and support local Temecula businesses. Funds will purchase Benihana gift cards, lunch, gas cards for mentors to travel, and supplies. Estimated number of Temecula residents to benefit: 30. Application does not specify that the scavenger hunt will be for Temecula residents only. If approved, this must only be Temecula residents. P. 5,000 CYCLE FOR HOPE. A cycling fundraising event to raise money to fight homelessness $ and hunger in Temecula. Funding may be used for infrastructure costs such as police, safety items, marketing, and ride management. Estimated number of Temecula residents to benefit: 1,500 $ 5,000 CLIENT CARE PROGRAM. Supports Temecula families by providing necessary items to $ care for their children and assist with their own welfare and care. Funding will purchase hygiene kits, diapers, wipes, formula, car seats, pk-n-plays, etc. Provides goods such as baby food, food & gas cards, clothing, diapers, hygiene items for mom/parent and baby. Estimated number of Temecula residents to benefit: 120. 9C inl COUNCIL CSF r-1 N O r-1 N O N N O r'n N O N N N N O N O N r-1 N r� N O N O N O N O N LL LL LL LL 3,420 3,500 3,500 2,500 1,000 2,000 CDBG N O N O N O N O N N N N O r I rV M O O O O N N N N LL LL LL LL Page 2 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 8 (CADENZA STRING ORCHESTRA Sandiwa del Rosario, Director 31927 Corte Pollensa Temecula, CA 92592 SANDIWA@HOTMAIL.COM 9 CALIFORNIA CAREFORCE Contact: Carol Fisher President: Cyndi Ankiewcz Mailing: 950 Reserve Dr, Suite 120, Roseville, CA 95678 Program: Empire Polo Club, 81800 Avenue 51, Indio, CA 92201 CAROL@CALIFORNIACAREFORCE.ORG 10 CAUSE FUR PAWS INC Valerie Andrews, President Mailing: 47200 De Portola Rd. Program: 36522 Via Verde Temecula Ca 92592 VAL1@CAUSEFURPAWS.ORG $ 5,000 IYOUNG MUSICIAN DEVELOPMENT FUND. Funds will be used for workshops and masterclasses, rehearsal, workshop and performance venues, sheet music, musical accessories (such as bows), strings, and instruments. Nonprofit focus is on developing young musicians in the Temecula Valley by providing them with high quality education and bringing the performing arts to the community at no cost to the public. Also take our students to perform at local senior homes, members of our community who are no longer mobile, and partner with local nonprofit organizations and local churches to help with their fundraising efforts. Program will provide rehearsal/performance space, provide accessories, and invite world class musicians to teach/perform with our students for the community. Estimated number of Temecula residents to benefit: 300. $ 5,000 RIVERSIDE COUNTY 2024 FREE HEALTHCARE CLINIC. Three-day free clinic, March 8- $ 10, 2024 at the Empire Polo Grounds, Indio, CA, provides free dental, vision and medical care to 40+ disadvantaged and uninsured/underinsured Temecula residents & families, Temecula seniors, and Temecula veterans. Each will receive $500 to $5,000 worth of quality healthcare for the following key services: Dental (x-rays, fillings, cleanings, and extractions), Vision (eye health checks, vision exams, and custom eye glasses made on site with a full vision lab set up to make eye glasses), Medical (generals exams, physicals, diabetes and hypertension screening), Education (oral health, diabetes and hypertension management), and Referrals (connect patients with a dental, vision or medical home and refer for follow-up care). Funds will be used to purchase disposable dental, vision, and medical supplies, and cover the cost of healthcare equipment rental transportation costs. Estimated number of Temecula residents to benefit: 40. 5,000 PROJECT PAWSITIVE. Provides Temecula owners of diabetic animals with financial assistance, specialized veterinary care, educational resources, and adoption support. Funding may be spent on diabetic animal Temecula veterinary consultations, medications and medical supplies, diabetic animal adoption support fees/medical care/medicine, and emergency treatment. Estimated number of Temecula residents to benefit: 100. KE COUNCIL CSF r-I N r 1 N N N r'n N O O O O N N N N O O r 1 r� N O N O N O N O N N N N LL LL LL LL CDBG N M r4 r4 N O N O N O N O N N N N O r I rV M O O O O N N N N LL LL LL LL Page 3 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 11 'CHARITY FOR CHARITY Charity Prestifilippo, President Mailing: 27479 Ynez Rd Program: 44501 Rainbow Canyon Road Temecula 92592 CHARITYFORCHARITY07@GMAIL.COM 12 CULTIVATING INCLUSION INC Mary Ann Tams, Garden Director Mailing: 31430 Loma Linda Rd., Temecula, CA 92592-1604 Program: 39755 Alta Murrieta, Murrieta, CA 92563 CULTIVATINGINCLUSION2@YAHOO.COM 13 FAVORS FOR NEIGHBORS Randy Sanders, CFO 39600 Tinderbox Way, Murrieta, CA 92562 RANDY@FAVORSFORNEIGHBORS.ORG 14 FINE ARTS NETWORK Contact: Lena Sinclair President: Joe Arreola Mailing: 41391 Kalmia St., #200 Program: 42051 Main Street, Teme1 LENASINCLAIR05@HOTMAIL.COM; JOEARREOLA61@YAHOO.COM $ 5,000 'STARS OF THE VALLEY GOLF AND GALA. Fundraising events to fulfill wishes to local $ individuals with life threatening illness or traumatic injury. Funds will be used to host the event and pay for event food, food for our 50+ volunteers, signage at each golf hole. banners/printed material at each golf hole (serving as advertising for local businesses who support our cause), and local business advertising. Estimated number of Temecula residents to benefit: 500 guests at this fundraising event. $ 5,000 CULTIVATING INCLUSION. A unique community farm that involves special need $ adults growing produce from seed to harvest and given to three Temecula food banks (Community Mission of Hope, Western Eagle Foundation and St. Vincent de Paul). Funding will purchase needed garden benches and tables (to sort, taste test and educate them about the produce they are growing), new garden furniture, ground leveling of the entire shade and education area, pest control, waterline and hose repairs, and general maintenance of our garden space. Estimated number of Temecula residents to benefit: 100. $ 5,000 TEMECULA FAVORS FOR NEIGHBORS. Delivers kindness, a social thread, and free $ home repairs to normalize or prevent risk of injury (not for beautification). Funds will be spent on (1) house repair supplies: paint, lumber to repair fences, replace moldy cabinets or sink, replace flooring or tile that might cause a fall, collapsed awning, garbage disposal, fans, smoke alarm, etc., (2) rentals: truck/trailer for hauling to the dump, pressure washers, commercial weed eaters, etc., (3) car parts: brakes, battery, spark plugs, alternator, refrigerant, etc. (occasionally to get a car running for a senior), (4) gasoline to take to doctor/hospital appointments, and sometimes to bring food. Estimated number of Temecula residents to benefit: 20-25. PUMP UP THE VOLUME 2. New microphones are needed for the Temecula's Old $ Town Community Theater to make sure the acoustics are clean and crisp. The current 20-year-old microphones, being held together with baling wire, are beyond repair. Funding will purchase new microphones and associated items. Estimated number of Temecula residents to benefit: 5,000. 2,500 WE COUNCIL CSF r1 N O N O N O N U- r-1 N O N O N O N U- N N O N -q N O N LL M N O N N N O N LL CDBG r-1 N O N O O N LL N N O N -1 O N LL M N O N N O N LL N O N M O N LL Page 4 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 15 'GOD'S FAN CLUB dba PROJECT TOUCH Anne Unmacht Mailing: 30141 Antelope Rd., Menifee, CA 92584 Program: 29780 Rancho California Rd Temecula CA 92591 ANNE@PROJECTTOUCHONLINE.COM $ 5,000 'REUNIFICATION AND RENTAL ASSISTANCE PROGRAM. Reunification of those in Temecula, suddenly left homeless or unsheltered, with their families elsewhere. Funding will purchase gas cards, bus passes, and/or airline tickets. For homeless persons staying in Temecula, funding will purchase food, necessities and rental assistance. Estimated number of Temecula residents to benefit: 25. 16 GREEN ACRES INTERACTIVE THERAPY $ 5,000 Contact: Michelle Robinson President: Margaret Rich 35750 De Portola Road, Temecula, CA 92592 INFO@GAITPROGRAM.ORG 17 HABITAT FOR HUMANITY INLAND VALLEY $ 5,000 Contact: Mary Stein, CFO Chief Executive Director: Tammy Marine Mailing: 27545 Ynez Rd., #390, Temecula, CA 92591 Program: 41615 Winchester Road, Suite 214, Temecula, CA 92590 MARY@HABITATIV.ORG 18 HIS LITTLE FEET Contact: Erin Wilson President: Hali Wolf Mailing: 44014 Rosee Ct., Temecula, CA 92592 Program: 41669 Winchester Rd, Suite 101, Temecula, CA 92590 INFO@HISLITFEET.ORG; HALI@HISLITFEET.ORG GREEN ACRES INTERACTIVE THERAPY (GAIT) PROGRAM. The general therapeutic $ riding program helps core strength and provides physical and mental advancement of individuals with special needs, emotional and mental issues, and veterans. Funding will pay for the facility and some of the horse expenses incurred by the therapeutic riding. Estimated number of Temecula residents to benefit: 15. A BRUSH WITH KINDNESS. Minor home repair program providing qualified, low- $ income Temecula residents (majority are seniors) with no -cost minor exterior home repairs and maintenance services with the goal of protecting and preserving home affordability. Funding will provide for typical repairs that include weed abatement, exterior painting, fence work, accessibility and minor repairs that are outside of the scope of eligible repairs through our Critical Home Repair Program, which is currently funded by the City of Temecula. Funds will provide the basic materials and supplies needed for repairs such as nails, lumber, paint, tools, siding, volunteer and other supplies. In addition, funds will be used to purchase a utility trailer to be used on these projects. Estimated number of Temecula residents to benefit: 10. 5,000 NEW SHOE OUTREACH FOR UNDERSERVED YOUTH. Donates new, fitted, high quality $ (one of the costliest expenses for a struggling family) to youth ages 1.5-18 experiencing trauma, poverty or health concerns. HLF is the only organization in the area providing for shoe insecurity, helping children feel safe in the right fitting shoes while also feeling socially accepted and worthy of new and nice things. Funding will pay for new shoes, storage, and community communications. Estimated number of Temecula residents to benefit: 101. ANNUAL CSF O r1 N M O O O O N N N N Ol O r-I N 1 N N N O O O O N N N N LL LL LL LL 2,5001 1 1 1 1 30,000, 5,000 4,784 5,000 5,000 45,000 COUNCIL CSF r-I N 1 N N N r'n N O N O N O N O N O N O N 1 N r� N O N O N O N O N LL LL LL LL 1,000 1,000 2,500 5,000 CDBG r4 N N N M N r4 N O N O N O N O N O r I rV M O N O N O N O N U_ LL LL LL 50,000 52,662.72 49,724 7,236 Page 5 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 19 'HORSES SERVING HEROES COMPANY ' $ 5,000 'REJUVENATION TO VOLUNTEER/VETERAN PROGRAM. Provide no -cost equine therapy to veterans, current military, current first responders, and in some cases, Kimber Poyner family members and Gold Star Families. Additionally, provide TVUSD high school 20 Mailing: PO Box 893864 Program: 41101 Lomar Circle, Temecula, CA 92592 H.S.H.N.P.INC@GMAIL.COM INLAND VALLEY SYMPHONY dba TEMECULA VALLEY SYMPHONY Susan Miyamoto, President PO Box 637, Temecula, CA 92593 MIYAMOTOMUSIC@ICLOUD.COM $ 5,000 21 INTERNATIONAL CHRISTIAN ADOPTIONS $ 5,000 Charlotte Paulsen 41745 Rider Way, Suite 2, Temecula, CA 92590 CHARLOTTE P@4ACHILD.ORG volunteers information regarding vocational choices in trades such as carpentry, electrical, and general hands-on professionals. Funding will purchase (mostly from local stores and services: Temecula Creek Vet, Inland Vet Supply, Tractor Supply, Dan's Feed, and Big Horse): (1) safety and comfort equipment and clothes/supplies for our volunteers (T-shirts, gloves, goggles, boots, and hats, (2) landscaping and cleaning equipment (for herd and property maintenance), (3) professional horse trainer (to come in and make a few tweaks to the existing herd and to work with new additional horses to be the best therapy horse for the program), (4) tax expert to assist with federal filings (to become compliant and to teach our board members/secretary how to file and how to keep good accounting books throughout the year), (5) marketing (for better social media presence). Estimated number of Temecula residents to benefit: 50. ANDIAMO ALLA MUSICA. Produce 5 quality orchestral concerts this season at 4 $ 2,500 venues in Temecula, and 1 venue in Murrieta (for size purposes). The symphony will spend the grant funding on concert production expenses for our adult symphony: flyers to advertise the concerts, printing of concert programs, rental costs for venues, high school theaters and Grace Presbyterian Church and liability insurance. Estimated number of Temecula residents to benefit: 400. COMMUNITY COUNSELING FOR CHILDREN. Therapeutic services to local youth $ 5,000 under the age of 18 in the Temecula Valley, specializing in foster/adoptive background, ADHD, trauma, grief/loss, addictions, anxiety, depression, & family issues. This includes Sand Tray Therapy as an evidenced -based modality, as well as other needed therapeutic items. Sand Tray Therapy blends with Play Therapy using textured sensory sands & miniature figurines, allowing clients to create stories of what is going on within themselves & to help them to process through their traumas. Funding will launch Sand Tray Therapy at the Temecula office to purchase: a variety of Sand Tray Therapy sands, miniature figurines, sand tray table, airtight sand storage containers, & approved sand sanitizing spray. Also, the funding would go toward the purchase of sensory items for a sensory treasure box, oculus for therapeutic services, office items (for example: waiting room DVD player, DVDs for the waiting room, decor). Estimated number of Temecula residents to benefit: 20. RE M COUNCIL CSF rl N 1 N N N M N O O O O N N N N O O r-1 N N O N O N O N O N N N N U_ LL LL LL CDBG -I N M N O N O N O N O N N N N O -1 N M O O O O N N N N LL LL LL LL Page 6 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 22 �JACOB'S HOUSE $ 5,000 (OPEN DOOR FOR A FAMILY. Grant funds are used to provide free lodging to families I $ experiencing a traumatic medical event, resulting in their loved one being admitted Martin Barrera-Martinez, Executive Director into the hospital. A grant of $5000 will provide free lodging to families in need for 35 31525 Jedediah Smith Road Temecula, CA nights. This will include lodging, meals, ancillary resources, laundry, and emotional 92592 support. Funding may also purchase meals; supplies: administrative, janitorial, MARTIN@JACOBSHOUSETEMECULA.ORG landscaping hand -tools, cleaning equipment; facility repair/maintenance. Estimated number of Temecula residents to benefit: 75. 23 JDS CREATIVE ACADEMY Diane Strand, Executive Director Mailing: 39870 Camden Court, Temecula, CA 92591 Program: 28069 Diaz Rd. Suite D-G Temecula, CA 92590 DIANE@JDSCREATIVEACADEMY.ORG 24 KENAI'S HOUSE INC IShareen Harding, CEO 31165 Temecula Pkwy #350 KENAISHOUSEINC@GMAIL.COM 25 MICHELLE'S PLACE CANCER RESOURCE CENTER Kim Gerrish 41669 Winchester Rd Suite 101, Temecula, CA 92590 KIM@MICHELLESPLACE.ORG ANNUAL CSF O r1 N M O O O O N N N N Ol O r-I N I N N N O O O O N N N N LL LL LL LL 5,000 1 1 2,393 5,000 5,000 25,000 $ 5,000 DIGIFEST TEMECULA 2024. This is a multi -media competition festival and conference $ 5,000 for students, amateurs, professionals, and residents to network with digital media professionals and artists. Funding may be used for paying speakers fees, and purchasing speaker -related honorariums, travel, and hotel accommodations. Estimated number of Temecula residents to benefit: 375. ,$ 5,000 PROJECT SAVING THE VOICELESS. Rescues dogs that would otherwise be euthanized, $ - provide a pop-up vaccination clinic, and offer spay/neuter for few. With the possible assistance of a vet clinic, funding will be spent on equipment, food, crates, medical care, vaccinations, and spay/neuter. Estimated number of Temecula residents to benefit: 100. $ 5,000 PURPLE RIBBON ASSISTANCE. Financial support to promote the wellbeing of the $ Temecula cancer patients in need. A simple application is filed with a Community Health Worker to evaluate the financial barriers that prohibit a cancer patient from accessing food for the household. The amount is determined by family size. If the max is not met, more residents will be served. This program provides support for 12 months once they are accepted into the program. Funding will be used for grocery gift cards (max of $500), back -to -school supplies, Thanksgiving and Christmas/holiday food and gifts for children. Estimated number of Temecula residents to benefit: 100. 30,000 5,000 4,784 5,000 5,000 50,000 COUNCIL CSF r-I N 1 N N N rn N O N O N O N O N O N O N r1 N N N O N O N O N O N LL LL LL LL 2,500 500 2,000 3,500 CDBG r4 N O N O O N U_ N N O N rI O N LL M N O N N O N LL r4 N O N M O N LL Page 7 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 26 1 NATIONAL CHARITY LEAGUE MURRIETA TEMECULA CHAPTER Contact: Danielle jacques President: Leah Finn Mailing: PO Box 891381 Temecula, CA 92589 Program: 31938 Temecula Pkwy #385, Temecula, CA 92592 DROBERGE322@GMAIL.COM; PRESIDENT@NCLTV.ORG 27 NATIONAL CHARITY LEAGUE TEMECULA VALLEY CHAPTER Karen Quinlan Mailing: PO Box 1562 Temecula, CA, 92593 Program: 31938 Temecula Pkwy, Ste A #385 Temecula, CA 92592 KAREN.QUINLAN.NCLMT@GMAIL.COM $ 5,000 1HEALING HEART TOTE BAGS. The senior class of 2024, required to complete a Community Service Leadership Project, would like to support Empty Cradle (a Temecula non-profit serving families who have lost a baby to miscarriage, stillbirth, infant death, TFMR, SIDS or SUID) by making/giving personalized tote bags filled with comfort items. Funding will purchase (mostly from local businesses) tote bags, candles, books/journals & pens, materials to make throw blankets, bracelets with heart charms, materials to make rice heating wraps, materials to make scented soap bars, lip balms, foot/hand cream, flower seeds, white clay pots, and materials to place vinyl inspirational words on the pots. Estimated number of Temecula residents to benefit: 400. $ 5,000 PHILANTHROPY SUPPORT. 7th - 12th grade "Class of X" provide 3 programs assisting other local nonprofits in Temecula: (1) JACOB'S HOUSE: monthly class project to 28 OAK GROVE CENTER I $ 5,000 Tammy Wilson, CEO Mailing: 24275 Jefferson Ave., Murrieta, CA 92562 Program: 41923 2nd Street, Temecula, CA 92590 TAM MY@OAKGROVECENTER.ORG make homemade meals for temporary residents while family members are in Temecula hospitals; (2) BACKPACKS FOR CHANGE: provide law enforcement essential bags to give to children rescued from trafficking in the Temecula area; (3) ROTARY/PROJECT TOUCH: make blankets for the elderly, needy families, and the homeless of Temecula. Funding will purchase the following for each program described above: (1) food/packaging supplies, and rental space with kitchen, (2) 50- 100 bags/backpacks, basic clothing items, toiletry items, small comfort items like toys or games, blankets, (3) material/blanket-making kits, fabric, and scissors. Estimated number of Temecula residents to benefit: 100. CULLINARY CREATIONS PROGRAM. A unique hands-on vocational program designed to build vocational and culinary skills, as well as provide jobs for at -risk, vulnerable and/or special needs and disabled youth and TMI (Toward Maximum Independence) young adults through a retail store in Temecula. Culinary Creations Bakery provides hands-on vocational training to youth including customer service, culinary expertise, barista skills, inventory management, catering services and more. Funds will be spent on the operating costs of the Culinary Creations Bakery, including rent, utilities, supplies (which includes food for baking, supplies for the kitchen as well as take-out containers, bags/boxes, etc.), and other expenses including payroll taxes, workers comp insurance, medical benefits, and credit card charges related to transactions on sales. Estimated number of Temecula residents to benefit: 45 (+25 outside Temecula). 5,000 11 COUNCIL CSF r-I N 1 N N N rn N O N O N O N O N O N O N r-1 N N N O N O N O N O N U_ LL LL LL 1,000 CDBG N M r4 r4 N O N O N O N O N N N N O rI N M O O O O N N N N LL LL LL LL Page 8 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 29 'ROCK YOUR RED Denyse Wilson, CEO Mailing: 45571 Ponderosa Court Program: Pechanga Casino, Resort & Spa 4500 Pechanga Pkwy, Temecula, CA 92592 DENYSEWILSONI@GMAIL.COM 30 ROTARY CLUB OF TEMECULA Contact: Susie Marshall President: Shane Lesovsky PO BOX 64 Temecula CA 92593 TEMROTARY@AOL.COM 31 SAFE FAMILY JUSTICE CENTERS Contact: Marshall Hamilton, Supervising Family Specialist CEO: Adriana Moreno 28910 Pujol St. Temecula CA 92590 MARSHALLHAMILTON@SAFEFAMILIESCA.0 RG $ 5,000 'ROCK YOUR RED FOR HEART AND STROKE AWARENESS ANNUAL EVENT. Organize and provide free hand -only CPR training, stop the bleed training, cardiac & stroke awareness, and provide free lunch for all attendees. Host free health fairs and expo events for our community providing resources and educational materials for free. Coordinate and host heart walks in our communities. Also provide goodie bags and morning snacks and drinks. Host annual Rock your Red community event at Pechanga with vendors, cardiac speakers, blood pressure checks, lunch and more. Outreach programs teaching warning signs of heart attacks and stroke. Provide BP tool kits, pamphlets, health screening for underrepresented population and community. Funding will be spent on hosting a fundraising event with lunch, health speakers, vendors; training items: portable AEDs, educational supplies, BP & emergency medical kits; marketing materials for Health & Wellness seminars, pay monthly expenses for website; meal gift cards to assist Temecula residents after cardiovascular surgeries; lunch/snacks for Temecula residents at health events hosted by Rock Your Red, AHA/TVH wellness coaches at mini health fairs in Temecula. Estimated number of Temecula residents to benefit: 180. $ 5,000 FOOD FOR TVUSD LOW-INCOME STUDENTS AND FAMILIES DURING COLD WINTER '$ MONTHS. Provide food boxes benefiting over 200 TVUSD low-income students/families equivalent to 600 residents. Students are supplied with canned goods, staples, and proteins to promote community members' wellbeing during the cold winter months. Funding will be used to purchase proteins such as turkeys and hams to supplement the canned and dry packaged foods donated by the members of Rotary Club of Temecula. Estimated number of Temecula residents to benefit: 200. $ 5,000 TEMECULA SAFE FAMILIES. A stability program for individuals who have experienced violence. SAFE FJC provides comprehensive services to adults and children following abuse. These individuals need help with counseling, orientation to county and criminal justice systems, housing, transportation, and access to basic needs. Funding will purchase gift cards from large retail companies (Walmart, gas cards, Lyft, etc.) to help with grocery, gas, hotel, and transportation assistance. Individuals served must be residents of Temecula. Estimated number of Temecula residents to benefit: 75. ANNUAL CSF O r1 N M O O O O N N N N Ol O r-I N 1 N N N O O O O N N N N LL LL LL LL 5,0001 1 1 1 1 5,000 5,0001 1 4,784' 5,000 5,000 30,000 5,000 4,784 5,000 5,000 COUNCIL CSF r-I N 1 N N N rn N O N O N O N O N O N O N r-1 N N N O N O N O N O N U_ LL LL LL 1,000 5,000 CDBG r4 N N N M N r4 N O N O N O N O N O rI N M O N O N O N O N U_ LL U_ LL 5,491 6,969.61 7,226 7,236 Page 9 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 32 (SMILES BY ANGELS FOUNDATION Luis Peralta, President 42248 Via Nortada, Temecula, CA 92590 LUIS PERALTA@YAHOO.COM $ 5,000 (TEMECULA SMILES. Distributes 1,000 new books to hospitalized children who reside $ in Temecula, foster care homes in Temecula, and other communities in Temecula by the end of 2024. Funding may purchase 1,000 new books for Temecula children. Estimated number of Temecula residents to benefit: 1,000. 33 SOUTHWEST WOMEN'S CHORUS $ 5,000 Dolly Nickerson 42051 Main St, Temecula, CA PRESIDENT@SOUTHWESTWOMENSCHORU S.ORG 34 SPECIAL OLYMPICS SOUTHERN CALIFORNIA $ 5,000 INLAND EMPIRE President: Janet Rose, CFO & Sr VP Admin Contact: Brandon Adachi Mailing: 41880 Kalmia Street, Suite 140 BADACH I @SOSC.O RG 35 SPERO VINEYARDS INC Mark Woodsmall, President Mailing: 2076 Lincoln Ave., Pasadena, CA 91103 Program: 32250 Vista Del Monte, Temecula, CA 92591 SPEROVINEYARDS@GMAIL.COM 36 TEMECULA CHILDREN'S MUSIC FOUNDATION President: Brad Bohn Contact: Lindsey Bohn 28910 Rancho California Rd, Temecula, CA 92592 LINDSEY@TEMECULACHILDRENSMUSICFOU SW WOMEN'S CHORUS 2ND ANNUAL INVITATIONAL CHOIR. 1-day seminar for $ young people age 12-18 teaching vocal performance in a group setting. The goal is to encourage young people to get involved in music during middle school and high school. The selected participants will perform three songs with the SWC at our musical performance at the theater on May 5th. Funds will be used for rental of seminar venue, sheet music, meals for participants (breakfast and lunch), miscellaneous office supplies, publicity for event, and rental of performance venue. Estimated number of Temecula residents to benefit: 50. SPECIAL OLYMPICS SOUTHERN CA TEMECULA. Supports athletes with intellectual $ disabilities in two seasons: Fall (golf, soccer, softball, tennis) and Spring (athletics, basketball, bocce, flag football, swimming). Funds will be used for training facility, rental and associated fees, swim training service fees (certified lifeguards), replace worn uniforms, and purchase needed sports equipment. Estimated number of Temecula residents to benefit: 100. $ 5,000 THE SPERO PROJECT. Teaches Temecula young adults with disabilities skills in $ viticulture and hospitality on a working vineyard and winery. Funding may be spent on viticulture and hospitality training curriculum. Estimated number of Temecula residents to benefit: 20. $ 5,000 AUSTRIA FESTIVAL FUND. Subsidizes the cost per child traveling with the Chamber $ Orchestra abroad to perform in Austria and the Czech Republic. There are 20 children attending the conference. The total cost to attend the conference is $4,000 per child. A full grant award of 5,000 will provide each family $250 in financial assistance. Estimated number of Temecula residents to benefit: 100. 9% COUNCIL CSF r-1 N O N O N O N LL r-1 N O N O N O N LL N N O N r-1 N O N LL rn N O N N N O N LL CDBG r4 N O N O O N LL N N O N rI O N LL M N O N N O N LL r4 N O N M O N LL Page 10 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 37 'TEMECULA VALLEY PLAYHOUSE dba TEMECULA VALLEY PLAYERS Lisa S Wunderlich, Board Member/Director Mailing: PO Box 1293 Temecula, CA 92593 Program: 42051 Main Street, Temecula, CA 92590 (OTTCT) L.WUNDERLICHI@VERIZON.NET 38 TEMECULA VALLEY POSSE Steve Bussen, President Temecula Valley Posse C/O 44605 Via Vaquero, Temecula CA, 92590 SBUSSEN@GMAIL.COM 39 TEMECULA VALLEY ROSE SOCIETY Contact: Susan Whitten, Grant & Fundraising Chairperson President: Rebecca Weersing Mailing: PO Box 890367 Temecula, CA 92589 Program: 30592 Jedediah Smith Road Temecula, CA 92592 WMADDY5341@AOL.COM $ 5,000 'TVP YOUTH EDUCATION ARTIST. Select two Temecula youth in Middle School or $ 5,000 High School, who are interested in learning behind the scenes aspects of live theatre such as set design/building or, costume design/creation/sewing. TVP will spend the grant funding on all items the youths require for: (1) designing, building, constructing, painting, and decorating sets (may include: lumbar, screws, nails, hammer, saw, muslin, brakes, casters, paint, all additional hardware required to make the set safe), safety equipment, and essentials for decorating the set; (2) designing and creating character looks including accessories, costume changes, sewing/altering costumes (may include: material, patterns, thread, scissors/pinking shears, buttons, elastic, ribbon, second-hand items from thrift stores: costume items, i jewelry, hats, shoes, purses, etc.). Estimated number of Temecula residents to benefit: 2 youth and potential patrons. TEMECULA VALLEY POSSE SAFETY EQUIPMENT PROJECT. Guided by the Riverside I $ 5,000 County Sheriff's Office and distinguishable in the Sheriff's Office uniform, the Temecula Valley Posse is comprised of a team of 14 sworn volunteers, leveraging their time (upwards of 3,000 volunteer hours per year), individual resources, and personal horses that actively contribute to search and rescue operations, crowd control at major events, and provide essential "eyes and ears" support to law enforcement. The Temecula Valley Posse would spend any awarded grant funds on safety equipment, including reflective safety gear, specialized safe bridles, protective saddle pads, safety breast collars, veterinary medical kits, and HT radio (handheld radio transceiver). Estimated number of Temecula residents to benefit: 15. $ 5,000 PERMACULTURE POLLINATOR GARDEN. This two-year project, to be installed at Rose Haven Heritage Garden (RHHG), will provide educational programs to help Temecula residents understand the value and beauty of Permaculture Pollinator Gardening, and will reduce erosion by the capture and use of natural precipitation. Permaculture gardening is a unique water conservation method used to capture and store hill land runoff, rain runoff, and air precipitation, i.e.: fog and mist, that can be used to water throughout the garden. The design for this garden has been completed by Diane Kennedy the designer and owner of Finch Frolic Permaculture Garden in Fallbrook, a known leader in Permaculture Pollinator gardening. Funding will secure local services needed to develop the 1/3-acre plot that will become the Permaculture Pollinator Garden, and pay for services and equipment needed to grade, install walkways, water capture basins and preparation of the land for planting. (Note: additional grants, fundraising events and contributions are being sought to continue the project.) Estimated number of Temecula residents to benefit: 20,000. 1$ RE WE COUNCIL CSF rl N 1 N N N M N O O O O N N N N O O r-1 N N O N O N O N O N N N N U_ LL LL LL CDBG -I N M N O N O N O N O N N N N O -1 N M O O O O N N N N LL LL LL LL Page 11 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 40 THE SALVATION ARMY $ 5,000 I2024 CHILD SPREE. Funding will purchase $125 gift cards from JC Penney in Temecula $ to be used by volunteers for low-income Temecula students for new school clothes Contact: Jessyca Carr, Major, Corps Officer and shoes at the next back -to -school Child Spree event. All gift cards will be used the Authorized Officer: day of the event. Children (40 if awarded full $5,000) who live in and attend TVUSD J. Koebel, Divisional Secretary for Business schools will be selected to participate in this event. Mailing: 40270 Los Alamos Rd., Murrieta, Estimated number of Temecula residents to benefit: 40. CA 92562 Program: 40640 Winchester Rd, Temecula, CA 92591 JESSYCA.CARR@USW.SALVATIONARMY.OR G 41 THESSALONIKA FAMILY SERVICES $ 5,000 HEALTHY MEALS PROGRAM. Provides free food to over 200 families living in $ Temecula, mostly children and senior citizens. The program allows low-income Allison Willits, Executive Director families and individuals to save an average of $200-400 a month on their grocery bill 41760 Rider Way, Temecula CA 92590 allowing them to use their funds on things like rent and medical bills. Additionally, ALLISON.WILLITS@CMOH.NET participants meet with an advocate who can connect them with needed resources beyond food such as workforce development, financial aid, healthcare and housing. While 80% of our food comes from donations, we supplement with non-perishable staples. Funds will be used to purchase rarely donated non-perishable staples: eggs, milk, cheese, butter, produce, proteins, and supplies needed for distribution such as bags and tape for boxed food. Estimated number of Temecula residents to benefit: 400. 42 TOURETTE ASSOCIATION OF AMERICA $ 5,000 TS FAMILY SUPPORT SERVICES. Under TAA's Southern California TS Family Support $ Services Initiative, residents of Temecula will be provided a monthly dedicated TS Contact: Karon Williams, VP, Resource Family Support Group (virtual) for those affected by TS, Tic Disorders, and related Development & Affiliate Services disabilities. Funding will go toward developing, facilitating, and promoting these President: Amanda Talty virtual group meetings within Temecula, paying for marketing/promotional materials Mailing: 42-40 Bell Blvd, Bayside, NY 11361 (to reach our targeted population) such as flyers, social media posts, and email Program: Virtual newsletters (to inform people about our support groups and encourage families to RD@TOURETTE.ORG attend). Estimated number of Temecula residents to benefit: 120. _t 43 VETERANS SUPPLEMENTAL SUPPORT $ 5,000 STRESS LESS WEEK CAMPAIGN in April 2024. Where VSSN partners with local $ NETWORK schools, businesses, etc. to create/promote projects that help with physical and mental stress for military -service connected individuals with an annual activity CHALK Daisy Tate, Board Director IT, drawing and writing messages on sidewalks and parking lots at area schools, 41593 Winchester Rd, Ste 200 nonprofit organizations, and businesses. Funding may support art supplies, DTATE@VETSUPPORTNET.ORG distribution, and clean up by purchasing art supplies, equipment rentals, signage, chalk remover solutions, other cleaning supplies, and meals for volunteers. Estimated number of Temecula residents to benefit: 13,000. ANNUAL CSF O r-1 N M O O O O N N N N O O r N ri N N N O O O O N N N N LL LL LL LL - I I I I 133,500 5,000 4,784 5,000 5,000 50,000 COUNCIL CSF r-I N r-1 N N N rn N O N O N O N O N O N O N ri N N N O N O N O N O N LL LL LL LL 2,000 CDBG N O N O O N U_ N O N rI O N LL N O N N O N LL N O N M O N LL Page 12 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 44 IVOICES FOR CHILDREN Jessica Munoz, President & CEO Mailing: PO Box 7219, Riverside CA 92505 Program: 11870 Pierce St., Ste. 260, Riverside, CA 92505 JESSICAM@SPEAKUPNOW.ORG 45 WAVES PROJECT Barbara Rubin, Treasurer 42225 Remington Ave #A-18, Temecula BARBARA@ WAVESPROJ ECT.COM 46 WESTERN EAGLE FOUNDATION IN( Todd Sieja, CEO 40940 County Center Dr. TODD@WESTERN-EAGLE.ORG $ 2,500 (COURT APPOINTED SPECIAL ADVOCATE (CASA) VOLUNTEER DRIVE IN TEMECULA. I $ nt VFC respectfully requests $2,500 to support a CASA volunteer recruitmedrive in Temecula. Funding will enable VFC to exhibit at multiple events in Temecula, thereby increasing awareness of the critical need for more CASAs. This project will help Temecula children in foster care and provide residents with meaningful volunteer opportunities. VFC hopes that by attending these exciting, local events, that we may have the opportunity to meet potential CASA volunteers and tell them more about this rewarding volunteer opportunity. Funding will also cover advertising costs on event websites, programs and logo placement. Estimated number of Temecula residents to benefit: 42. $ 5,000 SCUBA THERAPY FOR INJURED VETERANS. Providing SCUBA Diving and training to veterans and those with service -connected injuries and their dive buddies offers a unique therapeutic experience. Aquatic therapy is widely accepted as beneficial to relieve nerve pain from physical injuries. Funding will purchase training materials, boat fees, annual servicing of SCUBA equipment and replacing damaged or worn-out equipment, SCUBA Instructors and Certified Assistant fees, CPR/AED/02 administration training (for advanced training), auto fuel (for transporting equipment to dive sites), and lodging for overnight stays. There are 29 Temecula residents who have either taken part in a program or have applied waiting for funding. Services will be offered to these veterans and their buddies first, then outreach to other residents who may not be aware of this program. Estimated number of Temecula residents to benefit: 29. 000 FOOD BOXES FOR TEMECULA RESIDENTS. The program "Customized Food Boxes", Western Eagle directly purchases boxes of staples (canned and dry goods) from national food suppliers and offers choices of a daily selection of fresh fruits, vegetables, proteins and breads that are in stock, to create a food box to supplement family meal plans, care for their well-being and reduce their food budgets. On average 350 families/individuals/seniors living in Temecula take advantage of this program a month. Funding will purchase 102 cases (each) of canned vegetables, fruits, and other long-term staples from national food suppliers. Estimated number of Temecula residents to benefit: 4,200. 2,500 5,000 5,000 COUNCIL CSF rl N . 1 N N N M N O O O O N N N N O O r-1 N N O N O N O N O N N N N U_ LL LL LL CDBG -I N N N M N N O N O N O N O N O -1 N M O N O N O N O N LL LL LL LL 5,491 6,969.61 7,226 7,236 Page 13 of 14 In Previous Grant FY Columns, No Number = Did Not Apply COMMUNITY SERVICE FUNDING GRANT FY 2023-2024 47 WOMEN ORGANIZING WOMEN INC ' $ 5,000 'THE LYDIA PROJECT SOCIAL ENTERPRISE MOBILE KITCHEN. Teaches and trains $ participants skill sets needed to become self-sufficient and/or self-employed. This Robin McCoy, President income generating project is created to aide and assist women with support, through Mailing: PO Box 1382 the Mobile Kitchen Social Enterprise to aid women in overcoming their barriers by Program: 41765 Rider Way, Temecula, CA destroying the cycles of codependency to the welfare systems which ultimately leads 92590 to generational poverty. Funding will be spent on the remaining equipment and WOMENORGANIZINGI@GMAIL.COM supplies needed to launch the mobile kitchen including but is not limited to, a commercial mixer, food supplies, mixing bowls and kitchen supplies, concession window, truck licensing cost and insurance, wrapping cost, training expenses, food, marketing, gas and maintenance, and final state license. Any remaining funds will be used towards the cost of printing and distribution of the curriculum. Estimptarl ni imhar of Tamari do racirlantc to hanafit• Snn TOTAL $ 230,000 ANNUAL CSF O r-1 N M O O O O N N N N Ol O r-I N ri N N N O O O O N N N N LL LL LL LL 5,0001 1 1 1 1 5,000 $ 200,000 COUNCIL CSF r I N r-1 N N N M N O O O O N N N N O O r-1 N N O N O N O N O N N N N LL LL LL LL CDBG -I N M N O N O N O N O N N N N O rI N M O O O O N N N N U_ LL LL LL Page 14 of 14 In Previous Grant FY Columns, No Number = Did Not Apply FY 23/24 Community Service Funding (CSF) Grant Application 1 ALTERNATIVE TWIST MEDIA ALTERNATIVE TWIST RADIO Community Service Funding Application �AL .-..F,., reliFo e C-I.ti Y Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY Mink above) Confirm Applicant Organization Year Organization Website: Name: Founded: www.alternativetwist.com Alternative Twist Media dba 2021 Alternative Twist Radio Mailing Address:* Number of Paid Staff:" Number of Volunteers:" Perris, CA 92S70 j 5 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Phebe Pang, President Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? Inland Empire A current City of Temecula Business License may be required to submit prior to fund disbursement. Understand Geographic Area(s) the Project]Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* $5,000.00 MAX: $5,000 PER ORG Start Date:* 2024-01-01 Project/Program Title: * Artist Spotlight End Date:* 2 024- i ?-31 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Eiectronic File Transfer Physical Address of Project/Program* Perris, CA 92570 Make Check Payable to: Alternative Twist Media Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of California Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 5598405 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/business/entity- statu s-letter.asp?VvT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): * 92-3286387 To find IRS Deductibility Status, click the link below: https://a pps. irs.govla ppleosl Date of Incorporation:" 07/28/2021 Attach State of California Entity Status Letter:" California tax board.pdf Attach IRS Deductibility Status:* Alter nativeTwistEiN#f.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990" You might find IRS Form 990 f990pf - Alternative Twist Media (1).pdf on the link below: (990, 990-EZ, 990-PF, 990-T) http5./Irct.doj.ca.govNerification/Web/Search.aspx? faclllty4Y 370.25KB 14.01 KB 3,26MB Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's: * Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the Nonprofit organization's mission/goals and objectives:* Alternative Twist Media is a parent company of Alternative Twist Radio, and we are a community based radio station, dedicated to being a voice of the unheard in the communities we serve, alongside supporting local musicians. Our primary goal is to provide awareness, advocacy, inclusion, and assistance to these who have mental health issues, those who are homeless and low-income families, those who are fighting various cancers such as skin and breast cancers, as well as those Who have suffered from hernias." UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIINV©ICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectlProgram Title: Artist Spotlight 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Alternative Twist Radio currently holds weekly Artist Spotlight audio recordings with local Temecula musicians, we promote their music and their discussions on how music helps their mental health, how it increases their awareness within Temecula. We record in -studio or remotely, and air to the general public within Temecula residents and businesses. 100% of our listeners and artists are from Temecula, CA. Airing the Artist Spotlights also increase the Temecula musician and helps business owners and artists network and potentially create other business opportunities. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. With the assistance from the City of Temecula grant funding, Alternative Twist Radio will ,provide in- house servers, and upgrade webcams for video and audio interviews, and upgrade HVAC unit to maintain servers' temperatures. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Alternative Twist Radio currently holds weekly Artist Spotlight audio recordings with local Temecula musicians, we promote their- music and their discussions on how music helps their mental health, how it increases their awareness within Temecula. We record in -studio or remotely, and air to the general public within Temecula residents and businesses. 100% of our listeners and artists are from Temecula, CA. Airing the Artist Spotlights also increase the Temecula musician and helps business owners and artists network and potentially create other business opportunities. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: -100,000 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* The Artist Spotlights highlights Temecula residents through their music, increasing their mental health, networking with Temecula businesses. The musicians are guest speakers on our podcast. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant Amount contributed to the Project/Program by the Applicant Organization Other grants or funding already awarded for Project/Program, if any NIA In -Kind match amount or volunteer credit hours estimated amount LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment" servers, webcams Facilities/Rent/Insurance{ NIA Supplies* NIA Marketing* marketing, radio advertisement Services* vAC Food* NIA Other* NIA Staffing Expense REVENUES* $5,000.00 Refer to Page Z $0.00 $0.00 $0.00 EXPENSES* $700.00 $0.00 $0.00 * $1 ,300.00 fi $3,000.00 $0.00 $0.00 $0.00 TOTAL REVENUE: TOTAL EXPENSES $5,000.00 $5,00-D.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: Alternative Twist Media dba Alternative Twist Radio $S,000.00 President/Authorized Officer:* E-mail:* Phone:* Phebe Pang, President Name & Title PresidentlAuthorized Officer Signature* date Time 2023-08-1 S IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 6/3r2023 ESL ID: 7371913617 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 5598405 Entity Name; ALTERNATIVE TWIST RADIO 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 . 11 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) DEPARTMENT OF THE TREASURY INTERNAL REVENUE: SERVICE CINCINNATI OH 45999-0023 ALTEP.I17ATIVE TWIST MEDIA ALTERNATIVE TWIST RADIO PHEBE PANG PERRIS, CA 92570 Date of this notice: 04-03-2023 Fznployer Identification Ntunber: 92-3286387 Form: SS-4 Number of this notice: CP 5T75 E For assistance you may call us at: 1-800-829-4933 IF YOU WRITE, ATTACH THE STUB AT THE END OF THIS NOTICE. WE ASSIGNEE) YOU AN EMPLOYER IDENTIFICATION NUMBER Thank you for applying for an Employer Identification Number (EIN). We assigned you EIN 92-3286387. This EIN will identify your entity, accounts, tax returns, tax returns, and documents, even if you have no employees. Please }peep this notice in your - permanent records. Taxpayers request an EIN for business and tax purposes. Same taxpayers receive CP575 notices when another person has stolen their identity and are operating using their information. If you did not apply for this EIN, please contact us at the phone number or address listed on the top of this notice. When filing tax documents, making payments, or replying to any related correspondence, it is very important that you use your EIN and complete name and address exactly as shown above. Any variation may cause a delay in processing, result in incorrect information in your account, or even cause you to be assigned more than one EIN. If the information is not correct as shown above, please make the correction using the attached tear -off stub and return it to us. When you submitted your application for an EIN, you checked the box indicating you are a non-profit organization. Assigning an EIN does not grant tax-exempt status to non-profit organizations. Publication 557, Tax. -Exempt Status for Your or_anization, has details -,n the application process, as well as information on re-i-,rns you may need to file. To apply for recognition of tax-exempt status, o _7_nization ~.:.-t complete an application on one of the following forms: Form 1023, A1i_lication f=-r =ecognition of Exemption Under Section 501(c)(3) of the Internal Revenue C;_._; Form 1,___31-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) - -t-Le Internal Revenue Code; Form 10-24, Application for Recognition Under Section 56_1.=:.1; or Fora. 1024-A, Application for Recognition of Exemption tinder Section 501(c)(4) -.he Internal Revenue Code. Nearly all organizations claiming tax-exempt status must file a Form. 990-series annual information return (Form 990, 990-EZ, or 990-PF) or notice (Fo= 990-N) beginning with the year they legally form, even if they have not yet applied for or received recognition of tax-exempt status. If you become tax-exempt, you will lose tax-exempt status if you fail to file a required return or notice for three consecutive years, unless a filing exception applies to you (search www.irs.gov for Annual Exempt organization Return: Who Must File). We start calculating this three-year period from the tax year we assigned the EIN to you. If that first tax year isn't a full twelve months, you're still responsible for submitting a return for that year. If you didn't legally form in the same tax year in which you obtained your EIN, contact us at the phone number or address listed at the top of this letter. For the most current information on your filing requirements and other imp,_,rtant information, visit www.irs.gov/charities. (IRS USE ONLY) 575E 04-03-2023 ALTE O 9999999999 SS-4 IMPORTANT REMINDERS: * Keep a copy of this notice in your permanent records. This notice is issued only one time and the IRS will not be able to generate a duplicate copy for you. You may give a copy of this document to anyone asking for proof of your EIN. * Use this EIN and your name exactly as they appear at the top of this notice on all your federal tax forms. * Refer to this EIN on your tax -related correspondence and documents. * Provide future officers of your organization with a copy of this notice. Your name control associated with this EIN is ALTE. You will need to provide this information along with your EIN, if you file your returns electronically. Safeguard your EIN by referring to Publication 4557, Safeguarding Taxpayer Data: A Guide for Your Business. You can get any of the forms or publications mentioned in this letter by visiting our website at www.irs.gov/forms-pubs or by calling 800-TAX-FORM (800-829-3676). If you have questions about your EIN, you can contact us at the phone number or address listed at the top of this notice. If you write, please tear off the stub at the bottom of this notice and include it with your letter. Thank you for your cooperation. Keep this part for your records. CP 575 E (Rev. 7-2007) Return this part with any correspondence so we may identify your account. Please CP 575 E correct any errors in your name or address. 9999999999 Your Telephone Number Best Time to Call DATE OF THIS NOTICE: 04-03-2023 { } - EMPLOYER IDENTIFICATION NUMBER: 92-3286387 FORM: SS-4 NOBOD INTERNAL REVENUE SERVICE ALTERNATIVE TWIST MEDIA CINCINNATI OH 45999-0023 ALTERNATIVE TWIST RADIO s PHEBE PANG PERRIS, CA 9257❑ FY 23/24 Community Service Funding (CSF) Grant Application z AMERICAN PATRIOT MUSIC PROJECT I Community Service Funding Application Organization Page 1 & 10 https;//te mecu laca.gpv/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Ig Confirm Applicant Organization Name:* Year Organization Founded:* Website: American Patriot Music Project American Patriot Music Project americanpatriotmusic.org Mailing Address:* Number of Paid Staff:* Number of Volunteers: 3- 30 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Antonio Villegas - Executive Director tony@americanpatriotmusic.org Does the nonprofit have a current City of Temecula Business License? O Yes rJ No A current City of Temecula Business License may be required to submit prior to fund disbursement. p Understand Geographic Area(s) the Organization Serves: Temecula Geographic Area(s) the Project/Program Serves:* Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. j Community Service Funding Application R Project/Program Page 2 of 10 Amount Requested:Project/Program Title:* Guitar Building Project $ 5,000.00 Veterans and First Responders_ MAX: $5,000 PER ORG Start Date: * End Date:* 12024-03-22 C] 2024-03-24 d Preferred Payment Method: (If grant is awarded.) J Check Mailed Q Check Picked Up C Electronic File Transfer Physical Address of Project/Program* Make Check Payable to:* American Patriot Music Project Community Service Funding Application Nonprofit Status Page 3 of 10 Is the organization incorporated as a nonprofit?Date of Incorporation: O Yes O No IL8/22/2018 C9 IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows: ` (one required, both preferred) 0 State of California Entity Status Letter n IRS Deductibility Status State of California Entity ID:* 83-1662962 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/business/entity�status- letter.asp?WT.mc id=akBEStatus Attach State of California Entity Status Letter:* Flies 0 uploaded) OEntity Status Letter.pdf 4& 444.051<13 Remove Provide further verification as follows: (one required, both preferred) 12 First Page of most recent IRS Form 990 E Detailed info about your charity found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below. ttps/L r j.-ri goyNerif9cationtWeb/Search.asW facility=Y Attach First Page of Most Recent Form 990* Files (1 uploaded) 0 2021 Scan pg 120230907_05044459.pdf 4D 62.71<6 Remove Community Service Funding Application Application Authorization Page 4 of 10 Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? O Yes G No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization?' O Yes © No This Application has been authorized by the organization's: Executive Committee O Board of Directors ❑ Members -at -Large Community Service Funding Application Mission Statement Page 5 of 10 ..._._ Briefly describe the nonprofit organization's missionigoals and objectives:" The objective will be to provide therapy for injuries to Veterans such as PTSD, MST or physiral injuries related to Deployment to a combat zone or actual combat. For our First Responder's suffering same tpe of injuries received through their daily job duties_ UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT + AND INCOME STATEMENT), AND IF AVAILABLE CPNS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. 0 Understand Community Service Funding Application Funding Sources Page 6 of 10 Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? C Yes O No Alk Community Service Funding Application Project/Program Description Page 7 of 10 RECEIPTS/INVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECT/PROGRAM AS DESCRIBED HERE. Cl Understand Project/Program Title: Veterans and First Responders Guitar Building Project 1. DESCRIBE THE PROJECTIPROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* To provide therapy for injuries to Veterans and/or First Responder's whether physical or otherwise related to deployment to a combat zone or actual combat_ For First Responder's the same type of injuries to their type of work. 2, DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. APMP will provide guitar kits ($250.00 each) fora 10-person project. Kits shipping casts - $700.00, Three instructors = $3,300.00 [4 day stay), food costs = $1020.00. We will continue to use local Temecula food vendors over the 3-day event. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. No feels for the participants. Each participant will build and take home a completed electric guitar. APMP also provides a soft guitar carrying case, a tuner and Mini -guitar -amplifier. APMP will provide guitar lessons at no cost if a participant chooses.. The participant also receives training in woodworking, electronics, mathematics applications. 3b. ESTIMATED NUMBER OF PEOPLE FROM 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED TEMECULA EXPECTED TO BENEFIT FROM THIS * IN THIS PROJECT/PROGRAM; PROJ ECTIPRO GRAM: 5 110 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS. * The grant will be used to purchase guitar kits, guitar rases, guitar mini amplifiers. Provide funding for the training staff and food for the 3-day workshop. a Community Service Funding Application ��F R Project/Program Description Page 7 of 10 RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECT/PROGRAM AS DESCRIBED HERE. 19 Understand Project/Prograrn Title: Veterans and First Responders Guitar Building Project 1. DESCRIBE THE PROJECTIPROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.'' TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. 3b. ESTIMATED NUMBER OF PEOPLE FROM 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED TEMECULA EXPECTED TO BENEFIT FROM THIS IN THIS PROJECTIPROGRAM: PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." D Community Service Funding Application r Project/Program Budget Page 8 of 10 LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $ 5,000.00 Amount contributed to the Project/Program by the Applicant Organization Refer to Page 2 $ 1,200.00 1 Other grants or funding already awarded for ProjectlProgram, if any [Temecula Valley Women's Association � $ 900.00 In -Kind match amount or volunteer credit hours estimated amount $1,200.00 LIST OF EXPENSES FOR PROJECTIPROGRAM ToolslEquipment* EXPENSES* guitar kits and accessories $ [3,500.00� Facilities/Rentllnsu rance" " Facility donated by APMP s 0.00 _ __ _ Supplies* [Soldering kits, water, sanding products s 500.00 Marketing* �PMP will market the event on the website, FB page, presentations -----] s 300.00 Services* Volunteers, staff, fuel needs $ 200.00 Food* Local Temecula food vendors $ 10,200.00 Other* Miscellaneous Staffing Expense INELIGIBLE FOR GRANT FUNDING; HOWEVER, INCLUDE. $0.04 TOTAL REVENUE, TOTAL EXPENSES s 8,300.00 s 14,700.00 Ift Community Service Funding Application Compliance Page 9 of 10 - If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated on the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date. Monday, September 16, 2024. Compliance Expenditure i2ep�rt Form I have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM O Confirm Community Service Funding Application Acknowledgement/Signature Page 10 of 10 The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: American Patriot Music Project�$ 5,000.00 Preside nttAuthorized Officer:* E-4nail:; Phone: Antonio Villegas/Executive Director T tony@ americanpatriotmusic.orl Name & Title PresidenVAuthorized Officer Signature* Date Time X Date will be captured on form submission o IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: American Patriot Music Project Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or Stacey-Brown@TemeculaCA.gov (951) 694-6413 STATE OF CALIFORNIA FRANCHISE TAX BOARD F8 PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/6/2023 ESL ID: 8224596679 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: 4173003 Entity Name: AMERICAN PATRIOT MUSIC PROJECT X1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. FX3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information • This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. • If the entity's powers, rights, and privileges were suspended or forfeited at anytime in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). • The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m, to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2D19) FY 23/24 Community Service Funding (CSF) Grant Application 3 ANIMAL FRIENDS OF THE VALLEYS r Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founded: animalfriendsofthevalleys.org Animal Friends of the Valleys 1987 Mailing Address:* 33751 Mission Trail Rd. Number of Paid Staff:* Number of Volunteers:* 84 3,568 Contact Name & Title: * Contact's Email: * Contact's Phone Number:* Beth Soltysiak. Beth@afv.org Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula, Murrieta, Wildomar, Lake Elsinore, yes No Canyon Lake, Menifee and surrounding rural county areas. Business License No.* OS4493 Copy of Business License* Temecula Business license 2023 - Animal Friend s of the Valleys.pdf 94.41KB https://css.temeculaca.gov * Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* ss,000.00 AFVITemecula Microchipping event MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program * 2024-02-24 2024-05-25 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Petco Temecula and AFV Clinic Make Check Payable to:* Animal Friends of the Valleys Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS. Deductibility Status IRS Employer Identification Number (EIN):* 33-0276892 To find IRS Deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Provide further verification as follows:' Date of Incorporation: 12f 19/1988 Attach IRS Deductibility Status:* AFV Updated Tax Exempt Letter (3) - Lapy.pdf (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 20 21 tax documents .pdf on the link below: (990 990-E2, 990-PF, 990T) httpE //rct.do].ca.govNerif ication/Web/Search.aspx? facility=Y 207.14KS 8D.22K8 Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives. * Animal Friends of the Valleys is a non-profit animal shelter that is dedicated to promoting humane care of animals through education and proactive animal service program. We are committed to preventing the suffering of animals and to help ending pet overpopulation in communities we serve. Animal Friends of the Valleys has a low cost spay/neuter and vaccination clinic adjacent to the shelter in Wildomar. AFV serves the cities of Temecula, Murrieta, Wildomar, Lake Elsinore, Canyon Lake, Menifee and surrounding rural county areas. AFV is also contracted with each city to provide Animal Control services AFV's vision is to be recognized as the leading shelter by providing a safe haven for all animals, while becoming a full service animal care facility that offers quality and affordable care. Through community education and involvement, AFV Will reach our vision to help end pet overpopulation and Find a loving home for every adoptable pet in our shelter. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP'S Spay/neuter grant spay/neuter vouchers AMOUNT** $40,000.00 $5,000.00 MONTH + YEAR FUNDING RECEIVED* 01 /18/2023 02/2022 NAME OF CITY GRANT OR SPONSORSHIP Reinvestment in Temecula COMMunity service grant Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand ProjectlProgram Title: AFV/Temecula Mlcrochipping event 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' Currently, the city of Temecula has a mandatory pet licensing law that stakes all dogs must be licensed in the city of Temecula. In order to get a pet license the dog must be spay/neutered, administered a current rabies vaccination and a micro -chip. Even with this law in place, many dogs do not have a micro- chip. If your pet goes missing without a micro -chip the changes of a safe return are low. 'While if the animal is micro -chipped returning home is over 90%a. All vets in Temecula have the ability to scan for chips if you dog runs away. Many of these unchipped dogs that become loose end up at Animal Friends of the Valleys . AFV will than hold the unchipped animal for 5 days before it will be allowed to be rehomed. AFV holds the dog for 10 days if micro -chipped. AFV offers micro -chips for $20 which is considerably lower than private veterinarians. Even with that low price many people do not micro -chip their own pets. It is a simple procedure and does not put the dog in any discomfort. It is the size of a small grain of rice that is administered through an injection. AFV would like to offer the residents of Temecula a free microchip day(s) at the Temecula Petco store. AFV would like to help the citizens of Temecula to make sure their animals have a safe return.. 2.'DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. When awarded $5,000, Animal Friends of the Valleys Would purchase an additional 200 micro -chips for - the micro -chip fair for Temecula pets only. The cost of AFV to purchase micro -chips is $20 per shot. The `bS,000 will allow AFV to help over 200 families have the piece of mind that their pet will be safe if lost or goes missing. and will complete the licensing requirements. AFV will hold the event 1,2 or 3 times until the micro -chips are completed under the grant allocation. Residents will have to show Temecula proof of residency. Having a pet micro -chipped helps Temecula animals from ever entering the shelter and cuts down on shelter costs. IT costs AFV hundreds of dollars per hour to care, feed and house pets at the shelter. The number can significantly be lowered if pets are micro -chipped. The goal of micro -chipping to to help all animals to find their way back home. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. The Community Service Grant funding will go directly to Temecula residents and their pets. The micro- chips will be given out on a first come basis and will end when we meet our projected budget from the award. Many people in our jurisdiction including Temecula have pockets of the community that are going through a financial hardship. All of the income is going to family household expenditures and unfortunately pet healthcare is often overlooked. Many individuals and families in Temecula Valley are finding it hard to keep up with inflation. Any city support especially for animals is always well received. Animal Friends of the Valleys works closely with all local cities and Chambers of Commerce. Our mission is to help all local citizens and their pets. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 200 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* AFV/Temecula Micro -chipping Event will be held 1, 2 or 3 days in the spring of 2024 to help offset the costs of pet micro -chipping. Temecula has a mandatory dog licensing law which rewires a pet to be spay/neutered, rabies vaccinated and micro -chipped. AFV looks forward to offering free micro -chipping to over 200 Temecula residents with the help of the Temecula Community Service Grant Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* gas for AFV van , sharp receptacles $400.00 Facilities/Re ntli ns u ra nce * Petco location $0.00 Supplies* 200 micro -chips $4,000.00 Marketing* Flyers , posters $200.00 Services* administering micro -chips $0.00 Food* lunch for volunteers and staff $100.00 Other* shot disposal Fee $300.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $5,000.00 $5,00aDo Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Animal Friends of the Valleys PresidentlAuthorized Officer:* E-mail:* Beth Soltysiak Meth@afv.org Name & Title President/Authorized Officer Signature* rtl t Se11%e b?A Requested Amount: $5,000.00 Date Time 2023-09-11 IF DIFFERENT THAN ABOVE, APPICATICN PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Phone:* Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or Internal Revenue Service P.Q. Sax 2508 Cincinnati, OH 45201 Date: 14AR 13 2007 ANIMAL FRIENDS OF THE VALLEY AC PO BOX 1143 LAKE ELSINORE, CA 92531-1143 Dear Sir ^r Madam: Department of the Treasury Person to Contact: Roger Meyer lD# 31-07707 Toll Free Telephone Number: 877-829-5500 Employer Identification Number: 33-0275892 This is in response to your request of January 30, 2007, regarding your tax-exempt status. Our records indicate that a determination letter was issued in December 1988 that recognized you as exempt from Federal income tax, and reflect that you are currently exempt under section 501(c)(3) of the Internal Revenue Cade. Our records also indicate you are not a private foundation within the meaning of section 509(a) of the Code because you are described in section 509(a)(1) and 170(b)(1)(A)(vi). Donors may deduct contributions to you as provided in section 170 of the Cade. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Corte_ If you have any questions. please call us at the telephone number shown in the heading of this letter. Sincerely % Cindy estcott Manager, Exempt Organizations Determinations FY 23/24 Community Service Funding (CSF) Grant Application El ASSISTANCE LEAGUE OF TEMECULA VALLEY Aft Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) confirm Applicant Organization Year Organization x Website: Name: Founded: assistanceleague.orgltemecula- Assistance League of Temecula 1989 valley Valley Mailing Address:* Number of Paid Staff:* Number of Volunteers:" 28720 Via Montezuma 0 l j Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Diane Sitar Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License? Southwest Riverside County Yes f:e Business License No.* 001475 Copy of Business License* Temecula Business License 2023-24.pdf https://css.temeculaca,gov 52, 54KB Geographic Area(s) the ProjectlProgram Serves: SW Riverside County including Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Operation Foster/Homeless Youth MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 28720 Via Montezuma Temecula, CA 92590 Preferred Payment Method: Make Check Payable to:* (if grant is awarded.) Assistance League of TemecLlla Valley Check Mailed Check Picked Up Dectronic File Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 1463456 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/b usi nesslentity- statu s-letter.asp?1NT.mc_i d=a kB EStatus IRS Employer Identification Number (ElN): 33-0360419 To find IRS Deductibility Status, click the link below: https://a pps. irs.govla ppleosl Date of Incorporation: 06/15/1989 Attach State of California Entity Status Letter:* Entity Status Letter.8-2023.pdf Attach IRS Deductibility Status:* Tax Exempt Organization.IRS.8-2023.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (fink below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 ALTV 990 1 st Pg. pdf on the link below: (990, 990-EZ, 990-PF, 990-T) http s.//rct. d of . c a.govNe ri f i cat i o n /Web/Sea rc h. a s px? facility=Y 444.06KB 55.99KB 398.16KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Assistance League of Temecula Valley ("ALTV"), a chapter- of the National Assistance League, is a 100% volunteer non-profit philanthropic organization that was incorporated in 1989. ALTV is dedicated to transforming the lives of children and families in Southwest Riverside County through community programs. 01-ir vision is to provide essential needs in our community Which allow families to flourish. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? ` P. 'J:: NAME OF PROGRAM/PROJECT MONTH + YEAR FUNDINGFUNDED BY THE CITY GRANT AMOUNT;' RECEIVED OR SPONSORSHIP * Operation School Bell $6,970.00 April 2021 Operation School Bell 57,226.00 April 2022 Operation School Bell $5,000.00 December 2021 Five Points $920.00 July 2022 Five Points $50,000.00 August 2022 NAME OF CITY GRANT OR SPONSORSHIP CDBG CDBG CSF City Council Discretionary CSF Project/Program Description RECEIPTS/INVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECT/PROGRAM AS DESCRIBED HERE. d Understand Project/Program rrtle: Operation Foster/Homeless Youth 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* ALTV works with local foster care agencies and school districts to provide basic essential needs of clothing and supplies for children entering the foster care system, foster and homeless Temecula school students as well as foster youth who are transitioning out of the foster system. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Temecula CSF Grant funds will be used to support foster and homeless children and youth in Temecula as follows: • Children Entering the Foster System: Within 48 hours, we provide one week's worth of new clothing and supplies at a cost of approximately $100 as well as a $3S Famous Footwear gift card. We provide a book, blanket, hygiene kit and a toy in a new duffle bag. The children served range in age from Newborn to 18 years old. • Temecula Foster/Homeless Students: We offer a "senior package" to foster/homeless students valued at $250 to include them in high school activities. The funds are given to the high school and the student can choose how they would like to spend the money. Items they can choose are a yearbook, Grad Night, Prom Ticket, Student Body Card and more. We provide emergency clothing as requested, tuxedo rental to boys going to Senior Prom, and Famous Footwear shoe cards to those in need. We also provide support funds for special classes or other individual needs. Youth are typically 17-19 years of age. • Transitional Housing Program ('THP") and Non -Minor Dependents: ALTV works with Kamali'i Foster Family Agency which has a contract with Riverside County to provide safe, semi-independent housing and supportive services for up to 2 years for Riverside County former foster and out of home probation youth ranging in age from 18 to 24. Kamali'i offers them a furnished 2 bdrm/2 bath apartment which is shared with another program participant. There are currently approximately 20 non-dependent minors living in Temecula. Kamali'i has requirements to be in their program, such as a no drug policy. Residents must be working or attending school. There are life coaches that hold weekly seminars that cover topics such as budgeting, how to write a resume, and tools for managing their lives. ALTV provides various household items to set up the THP apartments for Temecula residents such as vacuums, bedding, bathroom towels and accessories, kitchen appliances and utensils as well as dishes, silverware, mixers, coffee pots and more. We provide clothing as needed, Christmas presents and occasional gasoline and "food only" grocery cards. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. ALTV has built strong relationships and partnerships with many other non-profit organizations, school counselors, and social workers to assess needs and serve Temecula's citizens. We support foster and homeless youth to provide basic needs, which increases the possibility that they will be become a productive member of society and not revert back to homelessness. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECTIPROGRAM: 40 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 10 4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* ALTV will provide various basic needs and support for Temecula foster and homeless children and foster youth transitioning out of the system. We will work with other non-profit organizations, school counselors and social workers to assess those needs and serve Temecula's citizens. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectfProgram by the Applicant Organization $15,000.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $1,5g0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* NIA $0.00 Facilities/Rentlinsurance* NIA $0.00 Supplies* Various items as described on Pg 7, item 2 of this application $20,000.00 Marketing* N/A $0.00 Services* NIA $0.00 Food* NIA $0.00 Other* 50 volunteer hours @ $31.801hour $1,590.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $21, 590.00 $21,.590.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Assistance League of Temecula Valley PresidentiAuthorized Officer:* E-mail:* Mary Murphy, President Name & Title President/Authorized Officer Signature* (hya t y Wrt ovk /. 977tydeot Requested Amount: $5,000.00 Date Time 2023-08-26 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Diane Sitar, Grants Chairman, Assistance League of Temecula Valley Name, Title, & Organization If you have any questions, please contact_: Phone:* Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/26/2023 ESL ID: 2120104483 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1463456 Entity Name; ASSISTANCE LEAGUE OF TEMECULA VALLEY 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. Q4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) Internal Revenue Service District Director - _ Department of the Treasury Data: Jan. 8, 1990 ` Empb*w kbnUffmtkm Number. 33-0360419 AcCo� Pa iad Ending; May 31 Foundation Srtstua Ciasslftstlon: Assistance Guild of Temecula Valley afteRung Advance Rulln Period Ends: PO Sox 1212 May 31, 1994 Temecula, CA 92390 Person to Contact:- Jul,ie 'Phelan .Cantact Tatepiicna Number: (213) 725-6619 Dear Applicant: Based on information supplied. and assuming your operations will be as stated In your application for recognition of exemption. we have determined u are from Federal income tax raider section 501(c)(3) of the Internal RevenueCode.exemFt Because you are a newly created organization. we are not now making a final determination of your foundation status under section 509(a) of the Code, However, we have determined that you can reasonably be expected to be a organization described in Section 509(a)(2) publicly Supported _ , Accordingly, you will be treated as a publicly supported organization, and not as a private foundation, during an advance ruling period. This advance rulin begins on the date of your inception and ends on the date shown above. g Period µ Within 90 days after the end of your -advance rulin us information needed to determine whether g Period; you must submit to applicable support You have met the requirements of the pport test during the advance ruling period. If you establish that you have been a publicly supported organization 509{a);1) or 509(a)(2) organization as longorganization, you will be classified as a section of the applicable support you continue to meet the requirements piing test. If you do not meet the public support requirementa during the advance ruling period, you will be classified as a private foundation for future periods. Also, if you are classified as a private foundation, you will be'treated as a private foundation from the date of your inception for purposes of sections 507(d) and 4940. Grantors and donors may rely on the determination that you are not a private foundation,)intil 90 days after the and of your advance rulin the required information within the 90 daysg period. If you submit continue to rely on the advance determination until the •Service rmakes a finalonorsIDdB determination of Your -foundation status. However, if notice that you gill no lon$er be treated as a section 509(a)(2) organization is published in the Internal Revenue Bulletin, grantors and donors may not rely on this date-rmination after the date of such publication. Also, a grantor or donor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act that resulted in your loss of section that the Internal Revenue Service had (iven)notice thastatus, or acquired knowledge classification as.a section g You would be removed from 509(a)(2) organization. P.O. Box 2350, Los Angeles, CA 90053 Letter 1045(DO) (#Fev.10-83' If your sources of support, or your purposes, character, or method of operation change, please let us know so we can consider the effect of the change on your - exempt status and foundation status. Also, you should inform us of all changes in your name or address. As of January 1, 1984, you are liable for takes under the Federal Insurance Contributions Act (social security taxes) on remuneration of �100 or more you pay to each of your employees during a calendar year. You are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Organizations that are not private foundations are -not subject to the excise taxes under Chapter 42 of the Code. However, you are not automatically exempt from other Federal excise taxes. If you have any questions about excise, employment, or other Federal taxes, please let us know. Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and,2522 of the Code. You are required to file Form 990, Return of Organization Exempt from Income Tax, only if your gross receipts each year are normally more than $25,000. If a return is required, it must be filed by the 15th day of the fifth month after the end of your annual accounting period. The law imposes a penalty of 310 a day, up to a maximum of $5,000, when a return is filed late,: unless there is reasonable cause for the delay. You are not required to file Federal income tax returns unless you are subject to the tax on unrelated business income under section 51l of the Code. If you are subject to this tax, you must file an income tax return on Form 990—T, Exempt Organization Business Income Tax Return. In this letter, we are not determining whether any of -your present or proposed activities are unrelated trade or business as defined in section 513 of the Code. You need an employer identification number even if you have no employees. If an employer identification number was not entered on your application, a number will be assigned to you and you will be advised of it. Please use that number on all returns you file and in all correspondence with the Internal Revenue Service. Because this letter could help resolve any questions about your exempt status and foundation status, you should keep it in your permanent records. If you have any questions, please contact thq-person whose name and telephone number are shown in the heading of this letter. Sincerely yours, District Director 4 Letter 1045(RO) (Rey. 10--83 I Internal Revenue Service District [renter o.at SEP 0 Y 492 ASSISTANCE. LEAGUE OF TEMECULA VALLEY P.O. LOX 1212 TEMECtL A, CA 92390-0014 — Dear Taxpayer: Department of the Treasury fmpkiymN.r benuf+=uon Kurd... 33-0360419 ryeson to Comuct Rose Auilez EOMF COORDINATOR Contwe Telephone Hwnbs-r (213) 8944-2339 snt Ft4v*mm eodr S,ocriam 50stcX3 I Thank you for submitting the information shorn belay or on the voclesure. tie have made it a part of your file. The changes indicated do not adversely affect your exempt status and the exemption letter issued to you continues in effect. Please let us knov about any ruturo change in the character, purpose, method of operation, name or address of your organization. This is a requirement far retaining your 'Ompt status. Thank you for your cooperation. Item Chanced (N) P.C+. Sox 23350, Loa Angeles, CA 90053 Sincerely yours, From Assistance Guild of Temecula Valley To (SEE ABOVE) Letter 976(00) (Rev. 1-67) J 8126123. 12:©9 PM Tax Exempt Organlzaton Search Details I Internal Revenge Service Assistance League of Temecula Valley EIN: 33-0360419 1 Temecula. California. United States Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List: 'Yes Deductibility Code: PC Q Copies of Returns (990, 990-EZ, 990-PF, 990-T) Electronic copies (images) of Forms 990, 990-EZ, 990-PF or 990-T returns filed with the IRS by charities and non -profits. N/ Tax Year 2020 Form 990 v Tax Year 2019 Form 990 v Tax Year 2017 Form 990 N/ Tax Year 2016 Form 990 nttps://apps.irs.gov/appieosidetaiis,' 1,1 FY 23/24 Community Service Funding (CSF) Grant Application 5 BIG BROTHERS BIG SISTERS OF THE INLAND EMPIRE �� Community Service Funding Application C,, Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founded: www.ebigs.org Big Brothers Big Sisters of the 2013 Inland Empire Mailing Address:* Number of Paid Staff:* Number of Volunteers:* kjoseph@iebigs.org �? Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Krystle Joseph, Director of kjoseph@iebigs.org 909-303-2681 Resource Development and Events Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County and San Bernardino County Yes No A current City of Temecula Business License may be required to submit prior to fund disbursement. Understand Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA, Project/Program Amount Requested:* $2,S00.00 MAX: $S,000 PER CRC Start Date:* 2024-01-13 Project/Program Title:* Scavenger Hunt: Explore Temecula Valley". Match Event End Date:* 2024-01-13 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Dectronic Fife Transfer Physical Address of Project/Program* Throughout Temecula Valley, multiple locations, Make Check Payable to:* Big Brothers Big Sisters of the Inland Empire Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibifity Status State of California Entity 1D: * 0356509 To find CA Entity Status Letter, click the link below: h ttps://www.ftb.ca.gov/help/business/entity- status-letter.asp?WT.mc_id=akBEStatus IRS Employer Identification Number (EIN): 95-1992702 To find IRS Deductibility Status, click the link below: https:/Iapps.irs.gov/app/eosi Date of Incorporation: * 06/25/1958 Attach State of California Entity Status Letter: F BBBSCICIE CA Entity Letter.pdf Attach IRS Deductibility Status:* BBBSOCIE501 c3TaxDeterminationLetter-4-27-2020copy (1). pdf Provide further verification as follows: * (once required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below: https://rct.doj.ca.govNerification/web/Search.aspx? facllity=Y Attach First Page of Most Recent Form 990" Page 1 from BBBSOCIE FY22 PUBLIC DISCLOSURE 994.pdf (990, 990-EZ, 990-PF, 990-T) state Registry Search Tool: Attach State Registrar DocumenrUlnfo'* 370.15KB 595.55KB 2{17.D8KB http3`r�/t'[tdC1�.[a,aovNer>fi[2�C14nIWed/5earch.aspx? BBBSOCJEStateRegistry Deraiis.Ldr 49S_rj4KB faCi11t+�—y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Our mission is to create and support one-to-one professionally supported mentoring relationships that ignite the ,power and promise of youth. Our vision is to provide a pathway for underserved and disconnected youth, ages 6-24, to achieve their full potential. Match events are one way we achieve this, by helping strengthen bonds between mentors and mentees, build mentees` confidence, and develop relationships and connections with other matches. Big Brothers Big Sisters of the Inland Empire (BBBSIE) creates impactful and positive mentoring matches between adult volunteers ("Bigs") and underserved youth ("l_ittles"), ages 6-24 throughout Riverside and San Bernardino counties in the community, at schools, and at worksites. In 1958, Big Brothers Big Sisters of Orange County was founded, and in 2013 began serving youth in Riverside and San Bernardino counties to become Big Brothers Big Sisters of Orange County and the Inland Empire (BBBSOCIE). Our tri-county agency is now the second largest affiliate of Big Brothers Big Sisters of America. In the past year, we served over 720 youth across the Inland Empire. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project]Program Title: Scavenger Hunt; Explore Temecula Valley! Match Event 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.' We would love to partner with the City of Temecula to bring southwestern Riverside county matches to the area to learn more about their local history and the businesses in the area. This special match event for up to 1 S Southwestern Riverside County matches to explore their own backyard in Temecula Valley for a day will strengthen their bonds and build friendships with other youth in the program. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.+ ALSO, INCLUDE EQUIPMENT, SERVICES TO DE PURCHASED AND WHY. Big Brothers Big Sisters of the Inland Empire respectfully requests $2,500 to organize a scavenger hunt. Expenses include Benihana gift cards for matches to get lunch, gas cards for mentors to travel, and supplies. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. This enriching opportunity supports local businesses while also providing matches with a cultural/historical experience. Our Director of Resource Development and Events is excited at the prospect of working with the Temecula Valley Chamber of Commerce to identify local businesses interested in collaborating on this community -oriented opportunity to support local youth. A sampling of local businesses we would like to reach out to include Mulligans, Round 1, Pechanga, Bowlero, and Penny Pickles. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 30 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.` $2,500 will subsidize expenses for us to develop and execute a scavenger hunt event for our matches in Southwestern Riverside County to learn more about their local history and support local businesses in Temecula Valley. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $2,500.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $7,500.00 Other grants or funding already awarded for Project/Program, if any n/a $0.00 In -Kind match amount or volunteer credit hours estimated amount $1,908.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES' n/a $0.00 FacilitieslRent/Insurance* nla $0.00 Supplies* Printouts, agency swag $250.00 Marketing -/r_: $0.00 Services* Staff travel, mileage variable. Use federal rate of 65.5 cents/mile $175.00 Food* Refreshments and snacks $250.00 Other* Benihana and gas giftcards for 10-15 matches $1,825.00 Staffing Expense $0.00 TOTAL. REVENUE: TOTAL EXPENSES 111,905,OD $2,500.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: Big Brothers Big Sisters of the Inland Empire $2,S00.00 PresidentfAuthorized Officer:* E-mail:* Phone: Joelle Warlick, Grants Writer jwarlick@iebigs.org 909-S76-3689 Name & Title PresidentlAuthorized Officer Signature* Date Time 0 else- ellOe? tltc 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/12/2023 ESL ID: 2584154855 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 0356509 Entity Name; BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE, INC. 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 9/12/23, 10:52 AM Details HOME ABOUT MEDIA CAREERS REGULATIONS RESOURCES PROGRAMS CONTACT EntitV type: Registrant Details Corporate Class as registered with the Secretary of !-,Late or ba Fed on founding & registration docunip nt- Organization Name: BIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE, INC, IRS FEIN: 951992702 Entity'lypc: Public Benefit SOSIFTB Corporate/Orgar&ation Nwnber:0356509 Registry Status: RCT Registration Number: Record Type: Date of Last Renewal: Current renewal Due/Exp. Date: 11/15/2023 005088 Issue Date: 12/31/2005 Charity Registration Effective Date: 12/31/2005 2/28/2023 DBA: Mailing Address Street: Street Line 2: City, State Zip: 1801 E EDINGER AVE STE 101 SANTA ANA CA 92705 Filings & Correspondence Miscellaneous Documents Miscellaneous documents Miscellaneous Document Miscellaneous Dociii,lent Founding Documents Founding Docunients Farm RRF-1 2022 IRS Form 990 Series 2022 Renewal Filing 2021 Renewal Filing 2020 Renewal Filing 2019 Renewal Filing 2018 IRS Form 990 Series 2017 Form RRF-1 2017 2016 RRF-1 2016 RRF I https:#rct.doj.ca.gov/Verification/Web/Details.aspx?result=c5df8874-bl e5-473d-828f-085fe31 c145d 117 9/12/23, 10:52 AM Details 2016 IRS Form 990 2016 IRS Form 990 2015 RRF-1 2015 RRF-1 2015 IRS Form 990 2015 IRS Form 990 RRF-1 2014 2014 RRF-1 IRS Folin 990 2014 2014 IRS Form 990 IRS Fomi 990 2013 2013 IRS Fom7 990 RRF-1 2012 2012 RRF-I IRS Form 990 2012 2012 IRS Forn, 990 RRF-1 2011 2011 RRF-I IRS Forin 990 2011 2011 IRS Form 990 RRF-1 2010 2010 RRF-I IRS Form 990 2010 2010 IRS Form 990 RRF-1 2009 2009 RRF-1 IRS Folln 990 2009 2009 IRS Form 990 RRF-1 2008 2008 RRF-1 IRS Form 990 2008 2008 IRS Form 990 ERE-1 2007 2007 RRF- I IRS Form 990 2007 2007 IRS Form 990 RRF-1 2006 2006 RRF-I IRS Form 990 2006 2006 IRS Form 990 RRF-1 2005 2005 RRF-I IRS Form 990 2005 2005 IRS Forn, 990 RRF-1 2004 2004 RRF-1 IRS Form 990 2004 2004 IRS Form 990 RRF-1 2003 2003 RRF- I IRS Folm 990 2003 2003 IRS Form 990 RRF-1 2002 2002 RRF-1 RRF-1 2001 2001 RRF-1 RRF-1 2000 2000 RRF-I Founding, Documents Click on Document Type at the left to open PDF Annual Renewal Data https:#rct.doj.ca.gov/Verification/Web/Details.aspx?result=c5df8874-bl e5-473d-828f-085fe31 c145d 217 9/12/23, 10:52AM Details Status of Filing: Accepted Accounting Period Begin Date: 1/1/2010 Accounting Period End Date: 12/31/2010 Filing Received Date: 10/24/2011 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2011 Accounting Period End Date: 6/30/2011 Filing Received Date: 3/12/2012 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2011 Accounting Period End Date: 6/30/2012 Filing Received Date: 2/20/2013 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2012 Accounting Period End Date: 6/30/2013 Filing Received Date: 2/19/2014 Form R1RF-1 Reject/Incomplete Reason: Form CT TR-I Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2013 Accounting Period End Date: 6/30/2014 Filing Received Date: 2/19/2015 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2014 https:Hrct.doj.ca.govfVerificationMleb/Details.aspx?result=c5df8874-bl e5-473d-828f-085fe31 e145d 317 9/12/23, 10:52AM Details Accounting Period End Date: 6/30/2015 Filing Received Date: 121312015 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7f 112015 Accounting Period End Date: 6/30/2016 Filing Received Date: 11/21/2016 Form R1RF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7f 112016 Accounting Period End Date: 6/30/2017 Filing Received Date: 11/16/2017 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2017 Accounting Period End Date: 6/30/2018 Filing Received Date: 11/19/2018 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7f 112018 Accounting Period End Date: 6/30/2019 Filing Received Date: 11/20/2019 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7f 112019 Accounting Period End Date: 6/30/2020 Filing Received Date: 11/30/2020 https:Hrct.doj.ca.govfVerificationMleb/Details.aspx?result=c5df8874-bl e5-473d-828f-085fe31 e145d 417 9/12/23, 10:52 AM Details Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Re,ject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: [Votes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/ I /2020 Accounting Period End Date: 6/30/2021 Filing Received Date: 12/14/2021 Form RRF-I Re,jeet/IncompleteReason: Form CT TR-I Reject/Incomplete Reason: IRS Form 990 Reject/incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2021 Accounting Period End Date: 6/30/2022 Filing Received Date: 12/27/2022 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Related Registrations & Event Reports The related records shown below depend on the record type being viewed: • Charity Registrations relate to professional Fundraising Events which relate to Professional Fundraiser Registrations, • Raffle Registrations relate Lo Raffle Reports. • Click cm the RCT Reglstretian No to navigatre to the related record. Prereq Typc: Prercquisitc Relationship: chanty Registrant: APOGEE RETAIL, LLC Registration No: E0024787 Registration Type: Fundraising Event Registration Status: Complete Date Established: 8/28/2015 Association Date: 8/2/2015 Expiration Date: 7/30/2016 Prereq Type: Prerequisite Relationship: Charity Registrant: APOGEE, RETAIL, LLC Registration No: E0030492 Registration Type: Fundraising Event Registration Status: Cornpleto Date Established: 5/2/2017 Association Date: l/3/2016 Expiration Date: Prereq Type: Prerequisite Relationship: Charity Registrant: APOGEE RETAIL, LLC Registration No: E0030493 Registration Type: Fundraising Evont Registration Status: Complete Date Established: 5/2/2017 Association Date: 7/31/2016 Expiration Date: 2/1/2017 Prereq Type: Prorequisite Relationship: chanty Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0009483 Registration Type: Fundraising Event Registration Status: Complete https:Hrct.doj.ca.gov/VerlficationNVeb./Details.aspx?result=c5df8874-bl e5-473d-828f-085fe31 c145d 517 9/12/23, 10:52AM Details Date Established: 12/31/2010 Association Date: 1/112011 Expiration Date: 12/31/2011 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0012690 Registration Type: Fundraising Event Registration Status: Incomplete Date Established: 1/20/2012 Association Date: 1/1/2012 Expiration Date: 12/31/2012 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0020245 Registration Type: Fundraising Event Registration Status: Complete Date Established: 3/26/2014 Association Date: 1/1/2014 Expiration Date: 12/31/2014 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0022691 Registration Type: Fundraising Event Registration Status: Incomplete Date Established: 219f2015 Association Date: 1/1/2013 Expiration Date: 12/31/2013 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0023200 Registration Type: Fundraising Event Registration Status: Complete Date Established: 3/27/2015 Association Date: 1/1/2015 Expiration Date: 12/31/2015 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0027317 Registration Type: Fundraising Event Registration Status: Complete Date Established: 5/23/2016 Association Date: 5f 13/2016 Expiration Date: 12/31/2016 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0029002 Registration Type: Fundraising Event Registration Status: Complete Date Established: if 13/2017 Association Date: if 1f2017 Expiration Date: 12/31/2017 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0031767 Registration Type: Fundraising Event Registration Status: Canceled Date Established: 12/26/2017 Association Date: if 1f2018 Expiration Date: 12/31/2018 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0034913 Registration Type: Fundraising Event Registration Status: Complete Date Established: 1/10/2019 Association Date: 11112019 Expiration Date: 12/31/2019 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0038180 Registration Type: Fundraising Event Registration Status: Complete Date Established: 1/15/2020 Association Date: 1/1/2020 Expiration Date: 12/31/2020 Prereq Type: Prerequisite Relationship: Charity Registrant: AUTOMOTIVE RECOVERY SERVICES INC Registration No: E0042125 Registration Type: Fundraising Event Registration Status: Complete https:Hrct.doj.ca.govfVerificationMleb/Details.aspx?result=c5df8874-bl e5-473d-828f-085fe31 c145d 617 9/12/23, 10:52AM Details Date Established: 1/ 15/2021 Association Date: U If2021 Expiration Date: 12/31/2021 Prereq Type: Prerequisite Relationship: Clarity Registrant: CAR PROGRAM INC. Registration No: E0004947 Registration Type: Fundraising Event Registration Status: Complete Date Established: 4/21/2009 Association Date: [11f2008 Expiration Date: 12/31/2008 Prereq Type: Premquisite Relationship: Clarity Registrant: CAR PROGRAM [NC. Registration No: E0005904 Registration Type: Ftiuidraising Event Registration Status: Complete Date Established: 9/9/2009 Association Date: I/ 112009 Expiration Date: 12/31/2009 Prereq Type: Prerequisite Relationship: Clarity Registrant: CAR PR©GRAM INC. Registration No: E0006904 Registration Type: Fundraising Event Registration Status: Complete Date Established: 2/25/2010 Association Date: 1/1/2010 Expiration Date: 12/31/2010 Prereq Type: Prerequisite Relationship: Clarity Registrant: TVI, INC. Registration No: E0024559 Registration Type: Fundraising Event Registration Status: Complete Date Established: 7/24/2015 Association Date: 1i412015 Expiration Date: 1/212016 Prereq Type: Prerequisite Relationship: Clarity Registrant: TV[, INC. Registration No: E0028015 Registration Type: Fundraising Event Registration Status: Complete Date Established: 8/ 15/2016 Association Date: 11312016 Expiration Date: 12/31/2016 Prereq Type: Prerequisite Relationship: Clarity Registrant: TV[, INC. Registration No: E0030911 Registration Type: Fundraising Event Registration Status: Complete Date Established; 813l2017 Association Date: 1/ 1/2017 Expiration Date: 12/30/2017 Prereq Type: Prerequisite Relationship: Clarity Registrant: TVI, INC, Registration No: E0033904 Registration Type: Fundraising Event Registration Status: Complete Date Established: 7/24/2018 Association Date: 12/31/2017 Expiration Date: 12/28/2018 Prereq Type: Prerequisite Relationship: Clarity Registrant: TVI, INC. Registration No: E0036887 Registration Type: Fundraising Event Registration Status: Complete Date Established: 7/912019 Association Date: 12/30/2018 Expiration Date: 12/28/2019 https:#rct.doj.ca.gov/VerlficationNVeb/Details.aspx?result=c5df8874-bl e5-473d-828f-085fe31 c145d 7/7 Department of the Treasury A% Internal Revenue 5erwice UGDEN UT 84201-0038 BIG BROTHERS BIG SISTERS OF GRANGE COUNTY AND THE INLAND EMPIRE INC 1801 E EDINGER AVE STE 101 SANTA ANA CA 92705-6763 a14407 Employer ID number: 95-1992702 Form 990 required: YES In reply refer to: 0437976014 Sep. 17, 2019 LTR 4168C 0 95-1992702 000000 00 00025653 BODC: TE Dear Taxpayer: We're responding t❑ your request dated Sep. 06, 2019, about your tax-exempt status. We issued you a determination letter in 196201, recognizing you as tax-exempt under Internal Revenue Code CIRC) Section 501(c) (3). We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170(b)(1)(A)(vi). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. In the heading of this letter, we indicated whether you must file an annual information return. If you're required to file a return, you must file one of the following by the 15th day of the 5th month after the end of your annual accounting period: - Form 990, Return of Organization Exempt From Income Tax - Form 990EZ, Short Form Return of ❑rganization Exempt From Income Tax - Form 990-N, Electronic Notice Ce-Postcard) for Tax -Exempt Organizations Not Required to File Farm 990 or Form 990-EZ - Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation According to IRC Section 6033(j), if you don't file a required annual information return or notice for 3 consecutive years, we'll revoke your tax-exempt status on the due date of the 3rd required return or notice. You can get IRS forms or publications you need from our website at www.irs.gov/forms-pubs or by calling 800-TA)(-FORM (800-829-3676). If you have questions, call 877-829-5500 between 8 a.m. and 5 p.m., 0437976014 Sep. 17, 2019 LTR 4168C 0 95-1992702 000000 00 00025654 SIG BROTHERS BIG SISTERS OF ORANGE COUNTY AND THE INLAND EMPIRE INC 1801 E EDINGER AVE STE 1.01 SANTA ANA CA 92705-4763 local time, Monday through Friday (Alaska and Hawaii follow Pacific time). Thank you for your cooperation. r, Sincerely ,yours, i Deborah K Allan Program Manager, AM ❑PS 1 FY 23/24 Community Service Funding (CSF) Grant Application x BIKE TEMECULA VALLEY Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) conform Applicant Organization Year Organization Website: Name: Founded: https://www.tvbikecoalition.com/ Bike Temecula Valley 2020 Mailing Address:* Number of Paid Staff:* Number of Volunteers:* Temecula CA 00 92591 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Gary Odd! garyoddi@tvbikecoalition.com Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License"? Ternec.ila Yes i;c Business License No.* 054547 Copy of Business License} Business License BTV(2).pdf https://css.temeculaca,gov 96.32KB Geographic Area(s) the ProjectlProgram Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $S'000.00 Cycle for Hope 2024 MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program * 2024-10-05 2024-10-05 41760 Rider Way, Temecula, CA 92590 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* Bike Temecula Valley Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 4755644 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/business/entity- statu s-letter.asp?WT.mc_i d=a kB EStatus Date of Incorporation:* 07/19/2022 Attach State of California Entity Status Letter:* Certificate of Status_1656348863939.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry .Search Tool [link below] You might find IRS Form 990 on the link below: http s:/Irct. doj .ca.govNe ri f icat i o n /Web/Search . a s px? facility=Y State Registry Search Tool: Attach First Page of Most Recent Form 990* E Postcard Filed FTB 199F California.docx (990, 990-EZ, 990-PF, 990 T) Attach State Registry ❑ocument/Info* 294.95KB 14.02KB https://rct.doj.ca.govNerification/Web/Search.aspx? State Verification.pdf 174.04KB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Bike Temecula Valley (BTV) is an engaged inclusive coalition of cyclists, dedicated to advocating for a safe, fun, and accessible network of cycling infrastructure and treatments that promote human -,powered recreation and transportation. We proactively work to assure the safety of the cycling and human - powered community. Protecting from auto versus cycle collisions and other dangers of the road, through the installation of facilities and treatments, such as protected bike lanes, bike crossings, cycle tracks, class I hike lanes, etc. Also, to be a leader in safe riding and driving practices, such as sharing the road, eye contact, hand signals, rolling stops, distracted or impaired driving, or riding. Ultimately, develop a vision"0" culture UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? YP. ;,j NAME OF PROGRAM/PROJECT MONTH +YEAR FUNDING FUNDED BY THE CITY GRANT AMOUNT; RECEIVED OR SPONSORSHIP F Cycle for Hope 2022 $900.00 August 2022 Cycle for Hope 2022 $2,S00.00 August 2022 Cycle for Hope 2023 $2,S00.00 August 2023 Cycle for Hope 2023 $10,000.00 August 2023 NAME OF CITY GRANT OR SPONSORSHIP City Council Discretionary Funds - Stewart City Council Discretionary Funds - Schwank Discretionary Funds - Schwank Community Reinvestment Grant Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand ProjectlPrograrn Title: Cycle for Hope 2024 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,' BTV is seeking funding to host a charity biking event for the citizens of Temecula. The main goal of this event is to benefit the community by raising funds for charity, promoting cycling opportunities, showcasing active transportation infrastructure, providing a recreational activity, increasing tourism and business activities, and uniting the community through participation and volunteering. BTV will produce the 3rd annual "Cycle for Hope" bike rides on October 5th, 2024. The ride will start and end at Community Mission of Hope, located at 41760 Rider Way in Temecula, CA US 92590. Cycle For Hope is a cycling event aimed at putting an end to homelessness and hunger in the community. This initiative is a collaborative effort between BTV and the Community Mission of Hope 1 Rancho Damacitas. Participants can choose from three rides, covering 50, 25, or 15 miles, and enjoy cycling through Temecula's neighborhoods and the roads of Temecula Valley Wine Country in Southwestern Riverside County, all for a good cause. Although these rides are meant to be recreational, chip timing will be provided to allow riders to track their performance. The goal of the event is to benefit The Community Mission of Hope 1 Rancho Damacitas and help in their efforts to end homelessness and hunger in our community. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. BTV is seeking funding to cover the expenses related to the event, which include equipment, services, and marketing. These expenses encompass support from the California Highway Patrol and Temecula Police for ensuring the safety of the race, provision of necessary equipment like signs and reflective vests for volunteers, marketing efforts, and hiring a race management company to provide timing and course marking. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.' TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. By supporting this event, Temecula residents will receive the foliowing benefits and outcomes: 1. Charity Fundraising - All ,proceeds from the event will be donated to the Community Mission of Hope (CMOH), an organization that provides food and housing resources to the homeless and hungry. The 2022 event raised $12,500 for CMOH. CMOH started as a partnership with the Orange County Rescue Mission and Rancho Community Church to address food insecurity in the community during the recession in 2009. Today, CMOH has expanded to provide over a million pounds of food distribution and housing resources every year and has helped over a hundred individuals find permanent housing. CMOH serves more than 800 people per rnonth through all its programs. 2. Cycling Opportunities & Infrastructure - This event will showcase the cycling opportunities available in Temecula and adjoining Riverside County while providing a healthy recreational activity for the community. The event will utilize existing cycling infrastructure such as bike lanes, bike crossings, and bike trials to demonstrate that active transportation is a viable option in the city. 3. Business Opportunities - The event will increase tourism to Temecula creating opportunities for local businesses such as hotels and restaurants in the area. Participants from outside the region will have the chance to experience the tourist activities available in the area and learn about the wine country in the Temecula area. Additionally, the funds requested will be used to support local businesses. 4. Community Involvement - This positive and healthy cycling event will unite the community in support of a good cause. Volunteer organizations, including schools, will have the chance to contribute to the community while learning about cycling in the area. Participants will contribute to the community by donating to CMOH while discovering Temecula 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM; 1,500 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS DR LESS." BTV requests funding to support a cycling event that will raise money to fight homelessness and hunger in Temecula. The funding will be used for infrastructure costs such as police, safety items, marketing, and ride management. The community will benefit from charity fundraising, cycling opportunities, community involvement, and increased business opportunities. Project/Program Budget LIST REVENUESANCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectlProgram by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any None $0.00 In -Kind match amount or volunteer credit hours estimated amount $6,000.00 AF-3 Ire] 004,01►61=y:161amN:z a1:191r1N:tilel:7_RI► ToolslEquipment* EXPENSES* Saftety equipment, bike racks, etc $2,000.00 Facilities/Rentlinsurance * None $0.00 Supplies* None $0.00 Marketing* ` Advertising the race $500.00 Services* Police and race management $2,500.00 Food* None $0.00 Other* None. $0.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $1 i,000.00 $ '000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: Bike Temecula Valley $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Gary Oddi garyoddi@tvbikecoalition.corr _ Narne °._ Title PresidentlAuthorized Officer Signature* date Time 2023-08-1 2 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Ernest Castro, Grant Committe, BTV Blame, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@Temecu[aCA.gov (951) 693-3959 or 2,6NL'OF ry Secretary of State w � m Certificate of Status cActFOR��a. I, SHIRLEY N. WEBER, PH.D., California Secretary of State, hereby certify: Entity Name: Entity No.: Registration Date: Entity Type: Formed In: Status: BIKE TEMECULA VALLEY, CORP. 4755644 06110/2©21 Nonprofit Corporation - CA - Public Benefit CALIFORNIA Active The above referenced entity is active on the Secretary of State's records and is authorized to exercise all its powers, rights and privileges in California. This certificate relates to the status of the entity on the Secretary of State's records as of the date of this certificate and does not reflect documents that are pending review or other events that may impact status. No information is available from this office regarding the financial condition, status of licenses, if any, business activities or practices of the entity. IN WITNESS WHEREOF, I execute this certificate and affix the Great Seal of the State of California this day of June 27, 2022. SHIRLEY N. WEBER, PH.D. Secretary of State Certificate No.: 024913933 To verify the issuance of this Certificate, use the Certificate No. above with the Secretary of State Certification Verification Search available at bizfileOnline.sos.ca.gov. STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/14/2023 ESL ID: 6035962891 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: Entity Name: BIKE TEMECULA VALLEY, CORP. ❑X 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. ❑ 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 . ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) Details https rct.doj.ca.gov!Verification well Detail .aspx?result=a7f3clf8-aK. HOME ABOUT MEDIA CAREERS REGULATIONS RESOURCES PROGRAMS CONTACT Registrant Details Entity type: Corporate Class as registered with the Secretary of State or based on founding & registration documents. Organization Name: BIKE TEMECUL k VALLEY, CORP. IRS FEIN: 871364605 Entity Tape: Public Benefit SOS;FTB Corporate/Organization Number: 47556-14 Registiy Status: Current -Awaiting Reporting Renewal DuelExp. Date: 11115/202-1 RCT Registration Number: CT0285196 Issue Date: 4r21r2023 Record T�'pe: Charity Registration Effective Date: 4r21'2023 Date of LastReneFval: DBA: Mailing Address Street: 27636 YNEZ RD =IE205 Street Line 2: City, State Zip: TEMECULA CA 92591 Filings & Correspondence Founding Documents 1023 Founding Documents Click on Document Type at the left to open PDF Annual Renewal Data Status of Filing: Accounting Period Begin Date: 7_ 1021 Accounting Period End Date: 6; 30 2022 Filing Received Date: Form RRF-1 RejectIncomplete Reason: Form CT-TR 1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: 'Notes From Registry Staff: Related Registrations & Event Reports The related retards shown below depend on the record type being viewed: • Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations. • Raffle Registrations relate to Raffle Reports. • Click on the RCT Registration No to navigate to the related record. No Related Records 1 of 1 8/3/2023. 2:26 PM FY 23/24 Community Service Funding (CSF) Grant Application 7 BIRTH CHOICE CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) M Confirm Applicant Organization Year Organization Website: Name: Founded: Ifriendsofbcc.org Birth Choice Centers Birth Choice Centers Mailing Address:* Number of Paid Staff:* Number of Volunteers:* 1 Ridge Gate Dr. Suite 220 12 40 Contact Name & Title:' Contact's Email:' Contact's Phone Number: Janette Chun contact@birthchoice.center Does the nonprofit have a current Geographic Area the Organization t City of Temecula Business License? Serves: 0 Yes No Inland Empire Business License No.* 001768 Copy of Business License* Fifes (1 uploaded) Geographic Area(s) the Project/Program Serves: Temecula Valley CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. ,� \..vIIII11U11I .y JQI V II..0 UUI IUII IrJ. iAFJP914..0LIVI I C7'"` The Heart of Southern California Wine Country Project/Program Page 2 of 10 Amount Requested:* Project/Program Title:* 5,000.00 1 Client Care Program MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-06-01 C] 2024-05-31 n 41750 Winchester Rd. Suite O Preferred Payment Method: Make Check Payable to: (if grant is awarded.) Birth Choice Centers O Check Mailed O Check Picked Up O Electronic File Transfer Previous Next Is the organization incorporated as a nonprofit?* *Yes O N o IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) 0 State of California Entity Status Letter ❑ IRS Deductibility Status State of California Entity ID: 1800935 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/business/entit y-status-letter.asp?WT.mc_id=akBEStatus Date of Incorporation: 03/20/1989 Attach State of California Entity Status Letter:* Files (1 uploaded) 0 Entity Status Letter 9_12_23.pdf 370.1 KB ;Remove Provide further verification as follows: (one required, both preferred) © First Page of most recent IRS Form 990 O Detailed info about your charity found on the State Reqistry Search Tool (link below) To find CA Entity Status Letter. click the link below: https://www.ftb.ca.gov/help/business/entit y-status-letter. a sp?WT.m c_i d=a kS EStatus Files (1 uploaded) 0 Entity Status Letter 9_12_23.pdf 370.1 K6 Hen -love Provide further verification as follows: (one required, Moth preferred) 0 First Page of most recent IRS Form 990 CI Detailed info about your charity found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below: https://rct.doj.ca.govNerification/web/sea rch facilityY Attach First Page of Most Recent Form 990* Files (1 uploaded) 0 2021 990 Form.pdf 0 150.28K8 I;eivove The Heart of Southern California Wine Country Application Authorization Page 4 of 10 Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? 0 Yes O No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? O Yes O No This Application has been authorized by the organization's: * QExecutive Committee O Board of Directors Q Members -at -Large Previous Next Ift a Community Service Funding Application The Heart of Southern California Wine Country Mission Statement Page 5 of 10 Briefly describe the nonprofit organization's mission/goals and objectives:* To support people facing pregnancy, parenting and reproductive health concerns. Birth Choice of Temecula allows families a place to go to deal with unplanned pregnancy and parenting concerns. We offer education and material needs support for families that are struggling with prouinding for their families and are desiring mentorshi a and parenting support. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA's AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Rrevious 12 Understand Next �T��Rvr�v Wine Country Funding Sources Page 6 of 10 Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes 0 N ❑ NAME OF PROGRAM/PROJECT FUNDED BY THE CITY AMOUNT:* MONTH +YEAR NAME OF CITY GRANTOR FUNDING RECEIVED* SPONSORSHIP GRANT OR SPONSORSHIP* Client Care Progra 25,000.00 I I January 2023 Community Servi( X Council Member ( X I Client Care Progra 11,000.00 September 2023 $ 500.00 Council Member i X Client Care Progra June 2021 Client Care Progra 2,000.00 June 2021 cil Member Gran X + Add Previous Next RECEIPTS/INVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECTIPROGRAM AS DESCRIBED HERE. 0 Understand Project/Program Title: Client Care Program 1. DESCRIBE THE PROJECTIPROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT. This funding will go to support our clients with some of the following items: -Material Assistance: Provides various baby items that parents need for the successful raising and caring for their children. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. - On goods such as: Hygiene Kits, Diapers, Wipes, Formula, Car Seats, Pak n Plays, etc. Provides good such as baby food, food and gas cards, clothing, diapers, hygiene items for mom and baby, etc. to families 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA 44 RESIDENTS. TEMECULA RE51DEN T S MUST BENEFI T FROM THIS PROGRAM/PR JECT IFAWARDED CITY FINDING. We usually serve close to 120 Temecula families annually. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECTIPROGRAIVI: 12-0 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 'I — 3 ABOVE IN 54 WORDS OR LESS. VVe would like to utilize this grant to continue supporting our families in Temeculathat need necessaryitems for the care of tl7eir children and some tern ; to assist with their own welfare and care. op Project/Program Budget Page 8of10 LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant Amount contributed to the Project/Program by the Applicant Organization Other grants or funding already awarded for Project/Program, if REVENUES* $ 5,000.00 Refer to Page 2 80,000.00 any $ 26,000.00 Community Service Grant and Council Members Grant In -Kind match amount or volunteer credit hours estimated amount 10,000.00 LIST OF LXPEN ES FOR PRWECT/PROGRAM TooisiEquipment* EXPENSES* CamputersfPhones/ff Equipment 5,500.1)0 Facilities/Rentfinsurance * Rentflnsurar7ce $ 65,000.00 Supplies* Bjns/organizational ToolslBags, Etc. Marketing* Social Medla/Emaily3JMi+ebsite Services* [E'YUBright Course, etc. Food* Baby Food/Formula/Food Cards, Etc. Other* r $ 15,000.00 S,13UI no i # C,44Q.C10 Hygiene Items 12,5f]I,I}fl Staffing Expense INFUGIBI_F FOR GRANT RJND1NG, NOWEVER, INCLUDF t 75,000.00 TOTAL REVENUE: TOTAL EXPENSES s 121,000.00 $ 124,000.00 � The Heart of seuthern Ca6i(ort�,a MA. cwmry Compliance Page 9 of 10 If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023- 2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, al% grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation may Jeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional hack -up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated on the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receiptshnvoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form I have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM ® Confirm F'reuiaus Next I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant +Organization: * Requested Amount: Birth Choice Centers $ 5,000.00 President/Authorized Officer:* E-mail- * Phone: Janette Chun/CEO I contact@birthchoice.ce Name & Title President/Authorized Officer 5ignatureDate Date will he captured on farm submission IF DIFFERENT THAN ABOVE, APPLICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or Stacey,BrowngTemeculaCA.gov (951) 694-6413 Previous STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/14/2023 ESL ID: 2001125528 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: Entity Name: BIRTH CHOICE CENTERS, INC. ❑X 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. X❑ 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 0Department of the Treasury Internal Revenue Service IRSTax Exempt and Government Entities BIRTH CHOICE CENTERS INC % CORRINE FREY 27488 ENTERPRISE CIRCLE WEST TEMECULA, CA 92590 Date: September 17, 2019 Person to contact: Name: Ms. Benjamin ID number: 0196814 Employer ID number: 33-0302353 Form 990 required: Yes Dear Sir or Madam: We're responding to your request dated August 30, 2019 about your tax-exempt status. We issued you a determination letter in May 1989, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c)(3) We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170(b)(1)(A)(vi). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax-deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. In the heading, we indicated whether you must file an annual information return. If you're required to file a return, you must file one of the following by the 15th day of the 5th month after the end of your annual accounting period. • Form 990, Return of Organization Exempt From Income Tax • Form 990-EZ, Short Form Return of Organization Exempt From Income Tax • Form 990-N, Electronic Notice (e-Postcard) for Tax -Exempt Organizations Not Required to File Form 990 or Form 990EZ • Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation According to IRC Section 60330), if you don't file a required annual information return or notice for 3 consecutive years, we'll revoke your tax-exempt status on the due date of the 3rd required return or notice. You can get IRS forms or publications you need from our website at www.irs.gov/forms-pubs or by calling 800-TAX-FORM (800-829-3676). Letter 4168 (2-2018) Catalog Number 66666G Internal Revanue Service Department of the Treasury P 0 BOX 2350 ROOM 51.27 ATTN: E.O. L_05 ANGELES, CA 900532350 Employer Identification Number: 33-0302353 Date: MAR. 20, 1989 Case Number: 959030023 BIRTHRIGHT OF TEMECULA Contact Person: D 28677 Front 5t. THORNTON, B. TEMECULA, CA 92390 P•O. Bo-. 2129 Contact Telephone Number: Tenecula, CA. (213) 894-4170 52 {90 Accounting Period Ending: December 31 Foundation Status Classification: see attached Advance Ruling Period Ends: Dec. 31, 1992 Caveat Applies: no Oear Applicant: Based on information supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Because you are a newly created organization, we are not now making a final determination of your foundation status under section 509(a) of the Code. However, we have determined that you can reasonably be expected to be a publicly supported organization described in sections 509(a)(1) and 170(b) (1) (A) (vi). Accordingly, you will be treated as a publicly supported organization, and not as a private foundation, during an advance ruling period. This advance ruling period begins on the date of your inception and ends on the date shown above. klithin 90 days after the end of your advance ruling period, you must submit to us information needed to determine whether you have met the requirements of the applicable support test during the advance ruling period. If you establish that you have been a publicly supported organization, you will be classified as a section 509(a)(1) or 509(a)(2) organization as long as you continue to meet the requirements of the applicable support test. If you do not meet the public support requirements during the advance ruling period, you will be classified as a private foundation for future periods. Also, if you are classified as a private foundation, you will be treated as a private foundation from the date of your inception for purposes of sections 507(d) and 4940. Grantors and donors may rely on the determination that you are not a private foundation until 90 clays after the and of your advance ruling period. Lf you submit the required information within the 90 days, grantors and donors Letter 1045(CG) -2- BIRTHRIGHT OF TEMECULA may continue to rely on the advance determination until the Service makes a final determination of your foundation status. However, if notice that you will no longer be treated as a section 509(a)(1) organization is published in the Internal Revenue Bulletin, grantors and donors may not rely on this determination after the date of such publication. Also, a grantor or donor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or faiIure to act that resulted in your loss of section 509(a)(1) status, or acquired knowledge that the Internal Revenue Service had given notice that you would be removed from classification as a section 509(a)(1) organization. If your sources of support, or your purposes, character, or method of operation change, please let us know so we can consider the effect of the change on your exempt status and foundation status. Also, you should inform us of all changes in your name or address. As of January I, 1984, you are liable for taxes under the Federal Insurance Contributions Act (social security taxes) on remuneration of $100 or more YOU pay to each of your employees during a calendar year. You are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA). Organizations that are not private foundations are not subject to the excise taxes under Chapter 42 of the Code. However, you are not automatically exempt from other Federal excise taxes. If you have any questions about excise, employment, or other Federal taxes, please let us know. Donors may deduct contributions to you as provided in section 170 of the Code. Bequests, legacies, devises, transfers, or gifts to you or for your use are deductible for Federal estate and gift tax purposes if they meet the applicable provisions of sections 2055, 2106, and 2522 of the Code. You are required to file Form 990, Return of Organization Exempt from Income Tax, only if your gross receipts each year are normally more than $25,000. If a return is required, it must be filed by the 15th day of the fifth month after the end of your annual accounting period. The law imposes a penalty of $10 a day, up to a maximum of $5,000, when a return is filed late, unless there is reasonable cause for the delay. You are not required to file Federal income tax returns unless you are subject to the tax on unrelated business income under section 511 of the Code. If you are subject to this tax, you must file an income tax return on Form 990-T, Exempt Organization Business Income Tax Return. In this letter, we are not determining whether any of your present or proposed activities are unrelated trade or business as defined in section 513 of the Code. You need an employer identification number even if you have no employees. If an employer identification number was not entered on your application, a number will be assigned to you and you will be advised of it. Please use that number on all returns you file and in all correspondence with the Internal Revenue Service. Letter 1045(CG) -3- 13IRTHRIGHT OF TEMECULA Because this letter could help resolve any questions about your exempt :status and foundation status, you should keep it in your permanent records. If the heading of this letter indicates that a caveat applies, the caveat below or on the enclosure is an integral part of this letter. If you have any questions, please contact the person whose name and telephone number are shown in the heading of this letter. Sincerely yours, C, N, Frederick C. Nielsen District Director Letter 1045(CG) -4- BIRTHRIGHT OF TEMECULA FOUNDATION STATUS: L70(b) (1) (A) (vi) and 509(a) (1) Letter 1045(CG) CERTIFICATE OF AMENDMENT OF ARTICLES OF INCORPORATION AWidi1 C N D 0 n 3 2 D FILED In tM ofke of the Secroory of Slow of the $$ON of Coofonvo 'JUL 18 1994 Arlene Siroky and Margaret A. Ustick certify that: TORY MILLER, AcUng SmWq of S411. 1. They are the Director and the Secretary, respectively of BIRTHRIGHT OF TEMECULA, INC. a California Corporation. 2. Article I of the articles of incorporation of this corporation is amended to read as follows: BIRTH CHOICE OF TEMECULA, INC. 3. The foregoing amendment of articles of incorporation has been duly approved by the Board of Directors. 4. The corporation has no members. We further declare under penalty of perjury under the laws of the State of Ca-lifornia that the matters set forth in this certificate are true and correct of our own knowledge. DATE: Arleen Siroky, Director x� �.' Margaret., . Ustick, Secretary NONPROFIT Dep lrtmcnt`If1th` 1TI�1 IsI'ly'III I'I(I I,lil I1III 1III I11I pate of this notice: JULY 25, 1994 f� Infernal Revenue Service Taxpayer Identifying Number 33-0302353 '► FRESNO, CA 93838 Form: Tax Period: {II IfIII III ifnllnII{{{fI{Jt1I1I1{LJ,��{{{{�{I....{�{���n��{ For assistance you may call us at: 1-890-829-1040 ST. OF CA BIRTH CHOICE OF TEMECULA INC PO BOX 2129 TEMECULA CA 92593-2129297 Q WE CHANGED YOUR NAME AND/OR ADDRESS THANK YOU FOR YOUR CORRESPONDENCE. AS YOU REQUESTED, WE'VE MADE THE FOLLOWING CHANGES TO YOUR NAME AND/OR ADDRESS: NAME AND ADDRESS PREVIOUSLY NAME AND ADDRESS NOW SHOWN ON YOUR ACCOUNT SHOWN ON YOUR ACCOUNT BIRTHRIGHT OF TEMECULA BIRTH CHOICE OF TEMECULA INC PO BOX 2129 PO BOX 2129 TEMECULA CA 92593-2129297 TEMECULA CA 92593-2129297 IF YOU DON'T AGREE WITH THIS CHANGE, PLEASE LET US KNOW. .r< A0804457 is iLtL Secretary of S'at� 1 CERTIFICATE OF AMENDMENT of CaI#forrti' OF ARTICLES OF INCORPORATION OCT The undersigned certify that: 1. They are the President and the Secretary, respectively, of BIRTH CHOICE OF TEMECULA, INC., a California Corporation. follows: Article 1 of the Articles of Incorporation of this corporation is amended to read as I. The name of the corporation is BIRTH CHOICE CENTERS, INC. 3. The foregoing amendment of the Articles of Incorporation has been duly approved by the board of directors. 4. The corporation has no members. We further declare under penalty of perjury under the laws of the State of California that the matters set forth in this certificate are true and correct of our own knowledge. Dated: I62/16 7; v V Dated: _ i' /6 o 1-7 Lee J. Grattan, President Douglas V. Gibbs, Secretary On Sep 12, 2023, at 9:45 PM, Janette Chun {ianette@birthchoice.center> wrote: CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you recognize the sender and know the content is safe. Hi Betsy, I have completed and submitted the grant application for the Community Service Grant. However, I did not receive receipt of the submission and am now concerned it did not go through.... and unfortunately I did not save it as a draft before completing so I am praying that it got to you as I am leaving for vacation tomorrow for the next 7 days. If you could please verify that you received it. I have spent the last few hours completing it and will be so very sad if it didn't go through properly. Blessings be upon you, Chrome rile Edit WOW History Bookmarks Profiles Tab Window Help M E,4 M M% i - $ Wed Sep 15 7:25 PM Laserfiche Forms has encountered a problem. An error occurred while processing your request. Please try resubmitting your data again later. (UT2107-Su bmissionError] FY 23/24 Community Service Funding (CSF) Grant Application CADENZA STRING ORCHESTRA Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) c©„ fiFM Applicant Organization Name: Cadenza String Orchestra Mailing Address:* 92592 * Year Organization Website: Founded: https://www.google.com/url? 2018 sa=t&rct=j&q=&esrc=s&source=web&c 4B HWc N DwEQFnoECB IQAQ&url =https String- 0 rchestra%2F10006720033646S%2F& Number of Paid Staff:* Number of Volunteers:* emecula, CA i Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Sandiwa del Rosario, Director Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County Business License No.* 054351 Copy of Business License* mage.jpg https://css.temecuiaca.gov 1.6MB Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $S,000.00 Young Musician Development Fund MAX: $5,000 PER DRG Start Date:` End Date:* Physical Address of Project/Program* 2023-10-01 2024-05-31 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Dectronic File Transfer mecula, CA 92592 Make Check Payable to:* Cadenza String Orchestra Nonprofit Staters Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLET© RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of Calif6rnla Entity Status Letter IRS Deductibility Status State of California Entity 1D: * C4196509 To find CA Entity Status Letter, click the link below: h ttps.//www.ftb. ca.gov/help/business/entity- status-letter.asp?wT.mc_id=akBEStatus Date of Incorporation:" 09/20/201 S Attach State of California Entity Status Letter: * E3858426-7A4D-4671-9❑A9-39184❑AFC059.1 Peg Provide further verification as follows:* (ore required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below: https://rct.do'.ca.gow/Verif cation/Web/Search.aspx? facilityrrY Attach First Page of Most Recent Form 994* B9E66A5C-4EC6--'❑33-99C❑-9B7A❑3517 F29.ipeg (990, 990-EZ, 990-PF, 990-T) 58Q.69KB 194.9KB Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, ❑r interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer ❑f the organization? Yes No This Application has been authorized by the organizations: * Executive Committee Board of directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Providing quality music education to local students through private lessons, workshops, performance opportunities and community outreach programs. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT,, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW, Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Young Musician Development Fund AMOUNT,* $5,000.00 MONTH +YEAR FUNDING RECEIVED* April 2a23 g $0.00 Q NAME OF CITY GRANT OR SPONSORSHIP City of Temecula Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE, U{idprstand ProjectlPrograrrit Tittle: Young Musician Development Fund 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* The Young Musicians Development Project Fund will support and further the education of the students. The fund will also bring the fine arts to the community free of charge and also provide musical opportunities to the students. The program will also support students who are in financial need to continue with their music education. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED .4D WHY. If awarded, the organization will allocate the funds to the ff. -workshops & masterclasses will be given by world class musicians that will be free or charge to students and open to the public to help the students become more versatile instrumentalists -pay for rehearsal, workshop and performance venues -purchase sheet music, musical accessories such as bows, strings and instruments. Quality instruments will help develop technique and musicianship. -concerts will be open to the general public in Temecula at no charge 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING, Temecula students will be given high duality music education by internationally acclaimed musicians through Masterclasses, workshops and performance opportunities. In July, our string quartet, violin duet and solo pianist, placed 3rd in their respective categories in the biggest interstate competition in California, Southwestern Youth Music Festival (SYMF) held at CalState Long Beach. Just last Aug 28, 2023, Michelle Kim, Assistant Concert Master of the New York Philharmonic gave a masterclass to our students at St. Thomas in Temecula. This Wonderful, educational and very inspiring event was open to the general public where the audience heard Ms. Kim teach and perform with Temecula students for everyone. The Masterclass was free of charge to all but our organization, Cadenza String Orchestra, sponsored the event. Prior to that event, our organization also sponsored "Cello Generation" concert in Temecula given by award winning performers, Rusian Biryukov & Nathan Le that was again open to the public at no cost to all. One of the feedbacks we got was we need to have more of these events in the community. In March of this year, our executive director, Sandiwa del Rosario, taught and helped four orchestras in the TVUSD win first place in their competitions. We also bring our students to perform at local senior homes, members of our community who are no longer mobile. In addition to Concert Events in the community, we also partner with local nonprofit organizations and local churches to help with their fundraising efforts. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM; 300 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." As a local non profit music organization, we focus on developing young musicians in the Temecula Valley by providing them with high quality education and bringing the performing arts to the community at no cost to the public. If awarded, we will have rehearsal/performance space, provide accessories, and invite world class musicians to teach/perform with our students for the community. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectfProgram by the Applicant Organization $7,000.00 Other grants or funding already awarded for Project/Program, if any In -Kind match amount or volunteer credit hours estimated amount LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* Recording Equipment Facilities/Rentflnsurance * Rehearsal & Performance Space; Liability Insurance Supplies* Music Copies/copyright materials Marketing* Ads; Flyers Services* Musicians' Fees Food* Food Supply during concerts Other* Music accessories (strings, chin rest, shoulder rest, bows) copyright, musical arrangements Staffing Expense TOTAL REVENUE: TOTAL EXPENSES $16,250.00 * $0.00 * $ 5, 000.00 EXPENSES* $1,000.00 $4,000.00 * $800.00 * $950.00 * $4,500.00 * $2,000.00 * $3,000.00 * $6,500,00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Cadenza String Orchestra PresidentfAuthorized Officer:* E-mail:* Sandiwa del Rosario, Director _ Name & Title PresidentlAuthorized Officer Signature* Requested Amount: $5,000.00 ❑ate Time 2023-09-08 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Paz Cecilio, Treasurer; Cadenza String Orchestra Name, Title, & Organization If you have any questions, please contact_: Phone:* Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/29/2023 ESL ID: 9114468760 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: Entity Name: CADENZA STRING ORCHESTRA ✓❑ 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. ✓❑ 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) Search in document Temecula ... Cadenza String Orchestra CA FTB Entity Status Letter LE 1 / 1 Fit windc v I View plain text F T 4l6.7 • � � nf�u h. ii"3 CR.iief.Min Enbft Sys Llkhf Owl. `.k32021 F_SL IQ W11111 OW Wfl} W.. R.a.Ared Thl. LMUI ✓,i.rwFlli„ Ire Jn �.u.�. 11� Y.�nwwra ri,My Iiy.ie.A..i aAaAr and ><wr.la a■.f nr d.la of tl.a INtlx F�;IIr IC• d^-7f1M11F Lair Mr,M+ F�?Ef1i/1 6triiMi# onGMEFfnA A The en1Ary IR n 4� 61and.`q wrh tA',e Frprglvte id7 . I] 2 Th.■.* I. not in goad alwtdrla n11h ft Pvch"Taa Board. ® 3 Tries" IR Gw wrdy vmrW tnm rat LPMer fawwA arg tap,3W Cacie{R 7C) SKWn 73701 d ❑ 4 W.d. nd h.xa.u—,e iiili—Mi- ab-1 i—'I" 5 The inVy WawlymA'-101Il.d en F.'o4+gir lr.F Fnn4ryIM Yu ip.ri AVwmWWa Dow 4A*n pm"@ Imprxtant I.dprm.teen • this wdwre6oh doss W nn shy nm%d On wW ys wah kgo or sUNs wrar any offW Kvvy oft wale a CalMwrw et W w qaw www apm er best. If tw . "Y— Ppa . r0'fflX, Phil FW tWM �R- M-PW-*d w Willikl.l aP awl ihra n tlu Pad, a If I- eryety dq bLow se n Ca"on,la at a Uwe v~ 4 was hot gi,*kd or AA41 mgMemd b do euwne" n. La:ffw.b. rf a ink mtaha5 heat hw reaad the,a ar sm ea Id6ait of enNads eAas. ay Me, inlq IrkCaifprnn dwnp tht p. d •I..fYMi wM 1hhm.nded a fm mftd iNATC Srdkm 23302 1. 73304 6, I he 4nPry cMrrKKaL. GI mvwaf mW he" aems Ilmdawn or -ay .f the tmncbms"re4 wd eci ft cm p.ri—, -wh �Ritc Sdim 71MM5. Corwrsl W It h L16 Vffib. Ab.ca.gov PN[.+iP. ®fXl-®52-571T A+dw T#.n1 A66p.dA friilAdit.. ..a�pr .Isle r•,VIdR�nr 9 ia-Bay-Gb041+9�. wL.µdlr Mai 1J�twd 8ra�rF C#Ilfcani. Relay Seww Ft l ef!WO-73 -Mg if ff mrscm 01+ hearmg vspmch rxafhnenW Search in document Temecula ... 2023 Cadenza String Orchestra 1 / 1 Fit windc T90 2022 -990-N (e-Postcard) ACCEPTANCE UTTER Form 9W-N (e-Pasicard) GrWne Filing ,)M*vl d.b.PW Tr1 no W +WI. h- 6— r..q MM W. oth POW& f- he pMryr--4 I" W*MW 4W Ma— Ins scene vansa, wW Ipma wre B. .0 r W ff # pry-! R MW 000M"In74 TiiFBY WFC10i YON �Mr GYJ�+IIx �i+efY Cit7-i71w5 DIY fMi T7�s7F[P�-N776+ Llnwv` --RN �€'�� C 1�649LFIrl1 � '� liYfeWF =T frlii ¢ riiiYY 1lIRUi }Rlfr A.COrrr Cf TIS LiTR�I Karl Md1� MtTIN6i n� rlav �n is w+r � W rr �+� 41+-�i a Ater +ry rra- �w alnrrm r orl� rNpulf fM ti oMuf c�d-i. Yr`rl n u 9f Pia+ M 7U43k2m. 'hv.e Mw W MW "-W-kf 1,90M *AWM f r- POO #1pM1 .~MM_P10 ur- ftwEn.IM •i7WI EW4371-7M C~—. R-A 3uM AN-IldidiM...!C-ram IRS Form 990 View plain text IN FY 23/24 Community Service Funding (CSF) Grant Application 9 CALIFORNIA CAREFORCE Ift Community Service Funding Application —Z'O'Z�-FIN (T , I h- CAF . C-I.ti y Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY Mink above) c©flfiFM Applicant Organization Year Organization Website: Name: Founded: www.californiacareforce.org California CareForce 2011 Mailing Address:* Number of Paid Staff:Number of Volunteers: 9S0 Reserve Drive, Suite 120, Roseville, 3 -1,000 CA 9S678 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Carol Fisher carol @californiacareforce.org 9167494170 Does the nonprofit have a current City of Geographic Area(s) the Organization Serves: Temecula Business License? California Yes No A current City of Temecula Business License may be required to submit prior to fund disbursement. Geographic Area(s) the Project/Program Serves: Riverside County CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Riverside County 2024 Free Healthcare Clinic MAX: $S,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program * 2024-01-01 2024-04-30 empire polo club empirepoio.com 81800 avenue 51, Indio, CA 92201 Preferred Payment Method: (if grant is awarded.) Crieck Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* California CareForce Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of Callf6Fnla Entity Status Letter IRS Deductibility Status State of California Entity ID:* 452408171 To find CA Entity Status Letter. click the link below: h ttps://www.ftb. ca.gov/help/business/entity- statu s-letter.asp?WT.mc_i d=a kB EStatus Provide further verification as follows:* Date of Incorporation:" 08/06/2014 Attach State of California Entity Status Letter:" CA Letter from Franchise Tax Board,pdr (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) State Registry Search Tool: Attach State Registry Document/Info* 370.08KB https://rct.+doj.ca.gov/Verification/Web/Search.aspx? Attorney General Status. png 936.36KH facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* California CareForce promotes the health and well-being of those in need through volunteer supported, no -cost healthcare clinics across. California. Improvement in overall health through the reduction in patients' oral pain, elimination of oral infection, and prevention of tooth decay and tooth loss. Healthcare financial burden removed for patients, with each patient receiving an average of $468 to S4,000 In services. Improvement of everyday life by providing an accurate prescription for ongoing vision services and providing patients with a functioning pair(s) of glasses and referrals for undiagnosed or ongoing conditions. A successful California CareForce project will: (1) Remove the long-term risk or life -threatening health problems caused by tooth infection by providing dental services such as extractions and fillings; (2) Help patients to see clearly again by providing comprehensive vision checks and prescription lenses made on site ensure that all our patients can leave the clinic with a new pair of glasses made just for them. The long-term result is the patient may now return to the workforce, or drive safely, or help their children with their homework or in their classroom, return to school, or just interact effectively socially, A simple pair of glasses provides an improvement in the quality of their life and their ability to participate in the workforce and community activities; (3) By providing services at no cost to, we give them peace of mind from having to choose between a visit to the doctor or putting food on the table,, and (4) Collaborating with community partners, we aim to assist patients with continuity of care to help patients along the road to more equitable health outcomes UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes Nc: Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectlProgram Title: Riverside County 2024 Free Healthcare Clinic 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* California CareForce is requesting a grant in the amount of $5,000 to offset the cost (disposable supplies, volunteer support, and equipment rental) of hosting a three-day Free clinic on March 8 -10, 2024, at the Empire Polo Grounds, Indio, CA, .providing free dental, vision, and medical care to 2,5DQ underinsured and underserved patients living in Riverside County. The key services California CareForce volunteers will provide are: (1) Dental - x-rays, fillings, cleanings, and extractions; (2) Vision - eye health checks, vision exams, and custom eye glasses made on site (we set up a full vision lab to make eye glasses); (3) Medical - generals exams, physicals, diabetes and hypertension screening; (4) Education - oral health, diabetes and hypertension management; and (5) Referrals - connect patients with a dental, vision or medical home and refer for follow-up care 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. The funds will be used to purchase disposable dental, vision and medical supplies and cover the cost of healthcare equipment transportation costs. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Annually, California CareForce has held this free clinic with 1 % of the patients served were from Temecula. Each patient can receive from $500 to $5,000 worth of free dental, vision and medical care over the 3-day clinic. Additionally, patients who are missing teeth may receive a stayplate (partial) during the clinic. This significantly improves the quality of their life. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 40 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 00 4. SUMMARY STATEMENT - SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.* California CareForce will hold a free healthcare clinic in March 202-, at the Ernpire Polo Grounds, Indio, CA, providing free dental, vision and medical care to 40+ disadvantaged and uninsuredlunderinsured Temecula residents, their families, seniors and veterans, each receiving $500 to $5,000 worth of quality healthcare. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Defer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $5,000.00 Other grants or funding already awarded for Project/Program, if any $100,000.00 In -Kind match amount or volunteer credit hours estimated amount $5,000.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquiprnent* EXPENSES* Equipment transportation costs, dental equipment $13,000.00 FacilitieslRentlinsurance* NA $0.00 Supplies* disposable dental, vision and medical supplies $25,000.00 Marketing* printing flyers, marketing mailing, vol u ntee r t-s h i rts $5,800.00 Services* hazadous waste disposal, patient registration system, security $3,950.00 Food* Clinic Lead Volunteers travel, lodging, food $30,000.00 Other* ' NA $0.00 Staffing Expense $69,350.00 TOTAL REVENUE: TOTAL EXPENSES $ 115,000.00 $77,750.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: California CareForce $5,000.00 PresidentfAuthorized Officer:* E-mail:* Phone:* Cyndi Ankiewcz cyndi@californiacareforce.org 9167494170 Name & Title PresidentlAuthorized Officer Signature* Date Time 2023-08-15 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Carol Fisher, Program Director, California CareForce Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@Temecu[aCA.gov (951) 693-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter ❑ ate: 1 f 19/2023 ESL ID: 4551436928 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 34'10502 Entity Name; CALIFORNIA CAREFORCE 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) More Search in document 1 1/ 1 Fit winds v View plain text JY�� dWlwl �. r+�'...��i� 7�fY+Mr F �IYrir s�» fir. ti�w �a�y M �r� s T:iii •Y�^ �� T �#w:�.f �� �'--aa++�Y.ay uy.®4 a.ws�fw�ar �rY. �rµrarrif�r.Krrsaa��'�YetiYa a. - ..�`l�ibrlfi.ri� UiYl�yiiP rllfsl.WafF�Bi�.w a'M1�i� rsiiidi�x K'�fr�3eK �4� Details Anr Entry Properties Modified 8/15/2 Created 8/15/2 Path \LFFor Applic, Ca re Fc Detail! Template No template assi; FY 23/24 Community Service Funding (CSF) Grant Application 10 CAUSE FUR PAWS INC Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Name: Cause Fur Paws Inc Mailing Address:* * Year Organization Founded: 2011 * Website: www.causefurpaws.org Number of Paid Staff: Number of Volunteers: 0 2 Contact Name & Title:* Contact's Email: * Contact's Phone Number:* Valerie Andrews President vall @causefurpaws.org Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County Yes No A current City of Temecula Business License may be required to submit prior to fund disbursement. Understand Project/Program * Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Amount Requested:* Project/Program Title:* $5,000.00 "Project Pawsitive: A Lifeline for Animals with Diabetes - Promoting Health and Happiness" MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-10-15 2023-10-15 36522 Via Verde Temecula Ca 92552 Preferred Payment Method: Make Check Payable to:* (If grant i5 awarded.) Cause Fur Paws Inc Check Mailed Check Packed Up Electronic File Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* tole required, both preferred) State of California Entity Status Letter IRS Deductibility Status IRS Employer Identification Number (EIN):* 27-5415050 To find IRS Deductibility Status, 141MRz-lmP41mi. https://apps.irs.gov/app/eos/ Date of Incorporation:' 04/25/2011 Attach IRS Deductibility Status:* non profit.jpg Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed into about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 ApprovalLetter_990N_255111.pdf on the link below: (990, 990-EZ, 990-PF, 990T) https./Irct.doj.ca.govNerification/Web/Sea rch.aspx? facility=Y r41.n4KB 104.8KB Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes Nc Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes Nc: This Application has been authorized by the organization's:* xecutive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organizations mission/goals and objectives:* Cause Fur Paws Is a nonprofit organization dedicated to supporting animals affected by diabetes. Our mission isto provide donated funds to veterinarians and animal hospitals, ensuring immediate access to vital medical care. Our primary goal is to improve the physical well-being of these animals by financing expenses related to medication, veterinary services, and hospitalization due to diabetes -related issues. We strive to prevent euthanasia resulting from financial constraints and promote a compassionate approach to animal care. Our objective is to disperse funds promptly and effectively, paying veterinary bills for eligible uses, and ultimately making a positive impact on the lives of our furry friends in need. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT. MAYBE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DC NOT SUBMIT NOW. i Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE Understand PROJECTIPROGRAM AS DESCRIBED HERE. ProjectlProgram Title: "Project Pawsitive: A Lifeline for Animals with Diabetes - Promoting Health and Happiness" 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WiLL SUPPORT.* Frcyect Pawsitive: ALIfeline ICot- Animais with Diabetes is an init,ative aimed at promoting the neaitn and happiness of anirrais suffering from diabetes. The project focuses on providing specialized care, treatment, and support to animals diagnosed with diabetes, ensuring they can lead fulfilling lives despite their- condition, The primary goal of Project Pawsitive Is to offer comprehensive medical assistance to diabetic animals, including veterinary consultations, regular health check-ups, and access to essential medications like insulin. Additionally, the project emphasizes educating pet owners about diabetes management and the importance of adhering to treatment plans to enhance the well-being of their beloved pets. One significant aspect of Project Pawsitive is the emphasis on promoting animal adoption. The project collaborates with animal shelters and rescue organizations to identify diabetic animals in need of forever homes. By creating awareness about the condition and highlighting the support available, the initiative alms to increase the adoption rate of diabetic animals and provide them with a loving and caring environment. The Temecula Grant Funding plays a crucial role in supporting Project Pawsttive's mission, The grant likely provides financial assistance to the project enabling them to carry out their initiatives effectively. The funding may be utilized to cover veterinary expenses, purchase necessary medical supplies, conduct educational outreach programs, and establish partnerships with animal shelters and rescues. Through the supportof the Temecula Grant Funding, Project Pawsitivecan expand its reach, provide enhanced care to a larger numberof diabetic animals, and create a lasting impact on animal welfare in the community. The ultimate vision is to improve the quality of life for animais with diabetes, raise awareness about their needs, and promote responsible pet ownership, ultimately leading to a happier- and healthier animal population in the Temecula region. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. With a $5000 grant for animals with diabetes, Project Pawsitive can allocate the funds in various ways to achieve its goals. Here are some potential uses for the grant money: Veterinary Consultations: The grant can be used to cover the costs of veterinary consultations for diabetic animals. Regular check-ups are essential to monitor their health, adjust treatment plans if necessary, and ensure their well-being. Medications and Medical Supplles: Insulin and other essential medications needed for managing diabetes in animals can be expensive. The grant can be used to purchase medications and medical supplies for diabetic animals who may not have access to them otherwise. Education and Awareness Programs. A portion of the grant money can be allocated to creating educational materials and hosting awareness programs about diabetes in animals. Thls can Include brochures, workshops, and online resources to inform pet owners about diabetes management and the importance of adhering to treatment plans. Adoption Support: Project Pawsitive can use the grant to offer adoption supportfior diabetic animals. This might include covering adoption fees or providing initial medical care and supplies to new adoptive pet parents, encouraging more people to consider adopting diabetic animals. Outreach and Networking: The grant can be used to expand the project's outreach efforts and collaborate with more animal shelters and rescue organizations. Building a network of supporters and partners can help Identify and assist more diabetic animals in need, Research and Development: If applicable, a portion of the grant could be allocated to supporting research and development efforts related to diabetes treatment in animals. This could contribute to the advancement of medical knowledge and improved care for diabetic pets. Emergency Medical Funds; Some of the grant money can be reserved as emergency medical funds to address critical situations where diabetic animals require immediate medical attention or treatments. Website and Technology improvements: Improving the project's website and technological infrastructure can enhance its online Presence, allowing them to reach more people and provide resources and support more i_iently. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.- TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CiTY FUNDING. The grant funding provided to Cause Fur Paws for its ongoing assistance for animals with diabetes can directly benefit Temecula residents in several ways: Financial Relief for Pet Owners: Temecula residents who have pets with diabetes may face significant financial burdens due to the ongoing costs of insulin, medications, glucose monitoring equipment, and prescription diabetic food. The grant can alleviate some of these financial pressures by subsidizing or coven ngthe expenses associated with diabetes manage mentfor their pets. Access to Specialized Veterinary Care: The grant money can be used to provide regular veterinary check-ups and medical care for diabetic animals in Temecula. This ensures that pet owners have access to the specialized care required for managing diabetes, leading to better health outcomes for their furry companions Support for Diabetic Animal Adoptions: Cause Fur Paws' emphasis on promoting animal adoption means that Temecula residents interested in adopting a pet have a higher chance of finding a diabetic animal in need of a loving home. By covering adoption fees or initial medical costs, the grant can encourage more residents to adopt these pets and provide them with a caring environment. Educational Resources and Workshops: The grant money can be utilized to organize educational workshops and resources specifically tailored for Temecula residents. These workshops can provide valuable information on diabetes management, proper care for diabetic animals, and the importance of adherence to treatment plans. Emergency Medical Assistance: The grant's emergency fund can be used to provide immediate medical assistance to diabetic animals in critical situations. This ensures that Temecula residents who encounter sudden medical emergencies with their pets receive timely support and potentially Ilfe-saving care. Community Engagement and Awareness: With improved social media presence and outreach efforts, the organization can better engage the Temecula community. By raising awareness about diabetes in animals and the resources available through the grant, more residents may become aware of the support they can receive for their diabetic pets. Strengthening the Local Animal Welfare Network: The collaboration between Cause Fur Paws and local animal shelters and rescue organizations benefits the Temecula community by creating a stronger animal welfare network. This partnership can Mead to more effective care and assistance for animals with diabetes within the region. Overall, the grant funding directly impacts Temecula residents by providing tangible support and resources for managing diabetes In their pets. it enhances the quality of life for diabetic animals, relieves financial burdens on pet owners, and fosters a more compassionate and educated community regarding pet care and animal welfare, 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 1On 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Cause Fur Paws will benefit Temecula diabetic animals through financial assistance, specialized veterinary care, educational resources, and adoption support. The grant will Improve the well-being of diabetic pets, relieve financial burdens on pet owners, and foster a more compassionate community for animal welfare in Temecula. Project/Program Budget I��'�r��►J��i�i��I�LiI�]ul���]:��:Ii1�1x+��1.tilel:7=�i�! Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page Amount contributed to the Project/Program by the Applicant Organization ' $2,500.00 Other grants or funding already awarded for Project/Program, if any So.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools}Equipment* EXPENSES` Facilities/Rentli ns ura nce * o $0.00 Supplies* 5ii{ .JiJ $500M Marketing* 75 $75.00 Services* 0 $0.00 Food* 0 $0.00 Other* 0 $0.00 Staffing Expense $0.00 TOTAL REVENUE: 17.510.;50 TOTAL EXPENSES $575.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation may jeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated on the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or Before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Sig nature The applicant acknowledges and agrees to the following: Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. f hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant organization: Requested Amount: Cause Fur Paws Inc $5,000.00 President/Authorized Officer:* E-mail:* Phone:* Merle Andrews /President vall@causefurpaws.org Dame & Title President/Authorized Officer Signature* Date Time 2023-G7-3 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy. Lowrey@TemeculaCA.gov (951) 693-3959 or Stacey. Brown@TemeculaCA.gov (951) 694-6413 STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/1 /2023 ESL ID: 8565175365 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: Entity Name: CAUSE FUR PAWS, INC. ❑X 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. X❑ 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) INTERNAL REVENUE SERVICE P. A. BOX 2508 CINCINNATI, CH 45201 Date. JUN 1 8 2020 SMILES BY ANGELS FOUNDATION CIO LUIS PERALTA 925 STH PLACE HERMOSA BEACH, CA 90254-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 84-1991401 DLN: 26053561001600 Contact Person: CUSTOMER SERVICE ID# 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 509(a)(2) Form 990/990-EZ/990-N Required: Yes Effective Date of Exemption: June 7, 2020 Contribution Deductibility: Yes Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records, Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. we determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EE/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the tap of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter 114221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 947 -2- SMILES BY ANGELS FOUNDATION Sincerely, Director, Exempt Organizations Rulings and Agreements Letter 947 TAX 990 Keep c xt ' Coact 2022 - 990-N (e-Postcard) ACCEPTANCE LETTER Farm 990-N (e-Postcard) online Filing Congratulations? Your 2022 tax return has been accepted by the IRS. Thank you for preparing your exempt tax return. IRS Form 990-N, with Tax990. Your return information is listed below and we hope you had a pleasant experience e-filing with Tax990. FORM INFORMATION TAX YEAR: 2022 IRS SUBMISSION ID 32133920231962000015 TAXPAYER INFORMATION NAME CAUSE FUR PAWS INC DBA NAME: ADDRESS: STATE/OOUNTRY: California PHONE: RETURN ID: 4B001962399247-3 E-FILE TIME STAMP 7115/2023 10:10:51 AM TIN. 27-5415050 CITY: TEMECULA ZIP-92592-9132 ENTAIL. vall@causefurpaws.org Thank you again for your business. If you have any questions or need any assistance, please contact our customer support via live online chat. email at support@a tax990.com, or by phone at 704-839-2321. We're here to help? Sincerely, Tax990 Support Team (704) 839-2321 support@tax990.com Span Enterprises - (704) 839-2321 • 2685 Celanese Road Suite 100 • Rock Hill, SC • 29732 FY 23/24 Community Service Funding (CSF) Grant Application 11 CHARITY FOR CHARITY a Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Name: Charity for Charity Mailing Address:* 27479 Ynez Road * Year Organization Website: Founded: www.charityforcharity.org 2007 Number of Paid Staff:* Number of Volunteers:* 1 50 Contact Name &Title: * Contact's Email: * Contact's Phone Number:* Charity Prestifiiippo 9S1-777-8277 Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula Valley Yes No Business License No.* OS5614 Copy of Business License* business license.jpeg im I s it https://css.temeculaca.gov 24T.7KB * Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* ss,000.00 Stars of the Valley Golf and Gala MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2024-02-02 2024-02-03 44501 Rainbow Canyon Road Temecula 92592 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Dectronic File Transfer Make Check Payable to: Charity for Charity Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 3065037 To find CA Entity Status Letter, click the link below: http s:llwww.ft b.ca.govth e l p/bu s i ness/e n t i ty- status-letter.asp?WT.mc_id=a kBEStatus IRS Employer Identification Number (EIN): * 26-0242616 To find IRS Deductibility Status, click the link below: https:lla pps. irs.gov)a ppleosl Date of Incorporation:* 10/01 /2007 Attach State of California Entity Status Letter:* entity letter.pdf Attach IRS Deductibility Status:* Copy of IRS Determination Letter (5),Ipg Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Too] (fink below) You might find IRS Form 990 Attach First Page of Most Recent Form 990 * 990 2021.PDF 370.04KB 394.59KB on the link below: (990, 990-EZ, 990-PF, 990 T) httpl.//rct.doj, aa.gov/VerificationIWeb/Search.aspx? facilityY State Registry search Tool. Attach State Registry Documentlinfo* https:/Irct.doj.ca.govNerification/Web/Search.aspx? state registry.ypeg 372.44K8 facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:' Charity for Charity is a local non profit Wish fulfilling Organization, fulfilling Wishes to individuals with life threatening illness or traumatic injury. Our mission is to make a significant difference in the lives of others. UPON REQUEST COPIES OF THE ORGANIZATfON'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? yC NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Stars of the Valley 2021 AMOUNT:* $5,000.00 MONTH + YEAR FUNDING RECEIVED* 1/2021 NAME OF CITY GRANT OR SPONSORSHIP Community service grant Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. i. nd�a stand ProjectlPrograrn Title: Stars of the Valley Golf and Gala 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' The funding will be supporting our mission to make a significant difference in the lives of others. We fulfill wishes locally to individuals with life threatening illness or traumatic injury. We take these individuals who are struffling with life changing circumstances and fice hope to them and their families. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED." ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. The funds will be used to host the golf tournament including 5 holes to serve food, food for our 50+ volunteers, banners and signage at each hole and printed materials at each hole. The banners and printed materials will be advertising for local businesses who support our cause. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. A requirement to be a Charity for Charity volunteer is to be a Temecula Valley resident. Also, our beneficiaries are all local and nominated by Temecula Valley Hospital nurses and doctors, TV Fire fighters and local business owners. ONLY Temecula Valley residents benefit from our cause. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 1,000 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Specifically, grant funds will be used to host our 3rd annual golf tournament fundraiser by paying for the necessities needed for our volunteers and local business advertising. The funds raised at our event will be spent on fulfilling wishes to individuals with life threatening illness or traumatic injury. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $120,486.00 Other grants or funding already awarded for Project/Program, if any NA $0.00 In -Kind match amount or volunteer credit hours estimated amount $9,000.00 1111111[3&i]0::N,01i•6ymy; Eil:4N11f1U: 14 111111N10k; Cile]:7=1►►1 Tools/Equipment* EXPENSES' D Lighting $7,150.00 Facilities/Rent/Insurance * Pechanga and Golf Course $32,191.00 Supplies' Costumes, frames, drink toppers, tickets $1,700.00 Marketing* Golf towels, signs by Tomorrow, golf balls, mouse graphics, Temecula $5,095.00 Trophy Services* Audio Visual, Starway Productions, Amore Event Planning, Timmy D, $21,450.00 Dances, videographer Food* Volunteer, thank you dinner and drinks $6,506.00 Other* Auction Costs $19,198.00 Staffing Expens TOTAL REVENUE: TOTAL EXPENSES $134,486.00 $93,290.00 $0.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Charity for Charity PresidenttAuthorized Officer:* E-mail:* Charity Prestifilippo, President _ Name & Title PresidentlAuthorized Officer Signature* C1It arty fcltifrYrC Requested Amount: $5,000.00 Date Time 2023-09-11 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: NA Name, Title, & Organization If you have any questions, please contact. Phone:* 951-777-8277 Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/1512023 ESL ID: 2276617758 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 3065037 Entity Name; CHARITY FOR CHARITY 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) Search in document Temecula ... 2023 Charity for Charity CA Registrant Details / 1 Fit winds v View plain text P.R. :a.]E C+ }i.�J_ FEaCi7�` cr-JLa'YhM:. ^_ua'rrr. Registrant Details _ .' _ � {yVll11� t�{xifYS lv:a e-'.nn.Yl1Y ■R 1'!RMl K Caws 4w° 1. + i>.—.k IMIMM Re*tr} Ratus: Cv"vy7l Reaewal Due1EIµ. DaD: 5111.2023 RCI %mb6 - RQI T6773 I—P— M1�I R—d11'w! � ryl.S.l .. [M.M.W. r Y62 W4 Oak Mailing Address Ilse. : M71 F71Ei lY7.v� YISI llr a. Y fre TRULMs.a a na] Filings & Correspondence Tbve!' z h R..e ftM NWO la R.9bW-a,..d#A" iiYCAWH k. RyKr iaului .- -"Mm". ld.*%M" Ox�1Is� o %IP>ii GP�IIIk ice w.lssei�rc RIYf.slaYll]�! 11rIIIr �'�_Y�ALIEIrlrylfa llir crirllll il'.I��f �CorRi c�l:oe •�' Rme+rLYllme i nutirl�ssa� I RXF, I - - 7f711 RNF-I x AI: IRb 1�ml �1'i i '.At,NPiKaf WY'.MFNI..�lwu.ia�+s.'�cwil-�IlijiR�Ij #1 7�i! lei Search in document Temecula ... 2023 Charity for Charity 1 / 1 Fit windc v IRS Determination Letter ?" l RSli '.tl, ■as 24R♦! In 1111Y r.tar tol .2465i T37" ;nclana tl uN 44261 L7P i17UC El et psne;14 84409F FF 4981Ik", 4d11@1 TF CTlAR1TY FUN CNANITT tt CM ea 1 TY Flo mT If IL["a A..rTH LEA FLIRT 1 267al YIIEI ET ND A tL MCCULA c; 9 21l1 Poet lbat rhulrm sirFrYIl5a6Tall Fra■ ipXuaba-l7•!I#-0Carr 1a.PaYera rh33 Ss an rasprasa to yrur ra"mat at act. 25,�- 2922, Faa ■rtlla@ Cie tax-araiPt aT�atas of CharltY Far Char L#Y. bur t.,5at4! FadjCakkpat a $- Lam l.tler ..1 J'aaw.! IMF Rarzi 25l4� lta ntla! tbss arlsnizs lsea tseap4f an FrF4 F;q lrFL l ni 6aa tax Y9.ar saitlan 59JSCJ{S1 at thr LntrrnaI Bar.M1a! Laos. btlr r.e.rtlr ■;!a LaAlgat• thla arlaJll a; tiFa }} aaR ; Er L4 at■ Yeunaatimn iW sthin the aaaa ln! ar s.ct lea 4!4[a] ar the Cad• r. rtoul. It is 6.accJbtd In sactiam(a} Sa 4f.}tl1 ■a■ 17!{Y}61J{AI lea ats ■.w Aa:olt eantrliwtiaes t8 tb1A rrl;n3ratic, aF IrpeLtled Fn sea tl.n 179 .t the Caaa. ■aquests, la lac2es �. d■w.s.s,r transR.rs. ar .Itts [a Lhe .r lawsu■tian ih tar lt• a . aa.WsL101e !nr F.d.ral .stet■ ;M1tl llrt t.a p<a'tpaaF! Ll th.V ... t�IMP FAA#lea¢1. ArFw141Faa at sections 21154. 21nr,r and 2522 mt tn. Co.., R lain rblar f'i 8wl NF4itti I ,tr L.Va'r rli FaF Inr.rlyRlin rr4ardlA} il1LM1■ ragl}IraRlM1ti� Soat1rliaLlY. .fetLan F0Zh qt tYa C. era villas that rall.— t. tllr an annual InF.raatkan ratarn Far three r Pn s.rutlw■ Years razults Ir rer.c.ti.n Pf tax-■saipt status a1 Pf 1hl it Siam #f4F '1lS4 Pr 4i.. khl rq rFINrn iFr Fre-11'.ktPnF rF;Yir FF k. ♦I1.. .a Will publlsh a list or or I... 11tlarl r. a1.e ta.-aY .apt status was rrr:,;ad under s.Ct... 6!&};yl mF the Go -de .n .ur ..belie 8r95nnLn! Ln sorl:p 1911, Jt Yar haws any R.astians, please call as at the trl..hrna n..bar sh.wn ■t__ View plain text TAX RETURN FILING INSTRUCTIONS FORM 990 FOR THE YEAR ENDING December 31, 2021 ................................................... Prepared for Charity For Charity 27479 Ynez Road Temecula, CA 92591 Prepared by Noon & Associates Cpas, Inc. 27555 Ynez Rd, Ste 135 Temecula, CA 92591 Amount due Not applicable or refund Make check payable to Not applicable Mail tax return and check (if applicable) to Not applicable Return must be Not applicable mailed on or before Special This return has been prepared for electronic filing. If you Instructions wish to have it transmitted electronically to the IRS, please sign, date, and return Form 8879-TE to our office. We will then submit the electronic return to the IRS. Do not mail a paper copy of the return to the IRS. 1 cMi1 c=-c1-21 FY 23/24 Community Service Funding (CSF) Grant Application 12 CULTIVATING INCLUSION INC Aft Community Service Funding Application T1,1.,,. Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) confirm Applicant Organization Year Organization Website: Name: Founded: http:llwww.cultivatinginclusionfarm.cc Cultivating Inclusion Inc. 2015 Mailing Address:* Number of Paid Staff:* Number of Volunteers:* Temecula, CA D -1 8 92592-1504 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Mary Ann Tams, Garden ❑irector 951-296-7756 Does the nonprofit have a current City of Temecula Business License"? -_ :- Business License No.* 055099 Copy of Business License* BusLILTem-2023U ntitled.pdf 364.69KB https://css.temeculaca,gov Geographic Area(s) the Organization Serves:* Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* ss,000.00 Cultivating Inclusion Inc. MAX: $5,000 PER ORG Start ❑ate:* End Date:* Physical Address of Project/Program* 201 s-02-15 2023-09-01 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Dectronic File Transfer 397s5 Alta Murrieta, Murrieta, CA 92563 Make Check Payable to:* Cultivating Inclusion Ir r- Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of Califomia Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 4127453 To find CA Entity Status Letter, click the link below: h ttps://www.ftb.ca.gov/help/business/entity- status-letter.asp?wT.mc_id=akBEStatus IRS Employer Identification Number (EIN): 82-4809510 To find IRS Deductibility Status, click the link below: https:/Iapps.irs.gov/app/eos/ Date of Incorporation: * 06/26/2018 Attach State of California Entity Status Letter:" Secretary of State 03-17-2023.pdf Attach IRS Deductibility Status:* IRS 501c3 determination-06-2018-pg1 (1).pdf Provide further verification as follows: * (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found can the State Registry Search Tool (link behow.) You might find IRS Form 990 on the link below: Attach First Page of Most Recent Form 990* 990 for 2022 year - submitted 2023.pdf (990, 990-EZ, 990-PF, 990-T) https://rct.doj. ca.govNerification/web/Search.aspx? facility YY State Registry Search Tool: Attach State Registry Documiantllnfo 451,02KB 480.43KB 353.31 KB ht;tp5a/.frct.doj.ca_gov/verifceationiWeb/Search.a$PK7 Charity/TrustCAUntttlerd.pdF 487.93KB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Cultivating Inclusion is a one of kind community farming project. We welcome special needs adults enrolled in day programs subsidized by the State of California. The following day programs have Cultivating Inclusion farm as a job site location for their client, i.e. Care Rite Vocational Services, Towards Maximum Independence and Achieveability. Once the day program participants enter through our garden gate we greet them with a smile and a garden task that we mentor them through. We educate our visitors in all things garden related, they learn from seed to harvest we nurture produce together. Produce that we in turn donate to local food banks, three of which are located in the City of Temecula. Community Mission of Hope, Western Eagle Foundation and St. Vincent de Paul. In addition, they go about the garden tasks while working collaboratively with our mentors - weeding, watering and planting. Along the way we have fun, socialize and become more educated about the benefits of eating healthy foods in proper proportion. Cultivating Inclusion is a 3 tier- operation. We welcome special needs adults with a smile, introduce them to all kinds of produce that they themselves grow and let them experience cooperative working relationship with peers and volunteers. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT; MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project/Program Title: Cultivating Inclusion Inc. 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' The farming project that Cultivating Inclusion represents the experience for special needs adults to learn about produce, the importance of being a co-worker and helping their community by providing healthy food to food banks in our area. Three of these food banks are Community Mission of Hope, Western Eagle Foundation and St. V incent de Paul are located in the City of Temecula. Therefore, residents of Temecula grew the produce at the Cultivating Inclusion farm and the food challenged residents of Temecula are directly benefitting from this farming project. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.{ ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. In order for us to continue enhancing the lives of special needs adults, we need garden benches and tables to sort, taste test and educate them about the produce they are growing. Along with new garden furniture, the entire shade and education area is in need ground leveling so that we may be more inviting to those participants who have mobility issues, as we have special needs adults in wheelchairs and walkers visit our farm weekly. In addition, we still need to pay for ongoing pest control, waterline and hose repairs and general maintenance of our garden space. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT iF AWARDED CITY FUNDING. Temecula Residents do benefit directly from Cultivating Inclusion. Many of the special needs adults who visit the farm on a weekly basis are Temecula residents and a valuable part of the citizenry of our City of Temecula. Whenever the adults enrolled in day prograrns visit the farm they know right away what they are doing is vital and important. They know that the care that they provide the produce that we grow is going to food banks located inside the City of Temecula. Therefore, they realized and are reminded that their fellow citizens of Temecula need the food that we grow, so that they too can enjoy the benefits of healthy vegetables. This gives our special needs adults a sense of pride and accomplishment. Something that is not always readily available for them to experience, that feeling of helping others who need help. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 100 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT - SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS. Cultivating Inclusion is a unique community farm. Unique in that it expressly involves special need adults growing produce from seed to harvest. And because of their commitment to caring for their farm, fellow citizens will enjoy healthy fresh food. We all want to feel a sense of accomplishment and the adults who come to our farm, feel that sense of accomplishment. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $5,000.00 Other grants or funding already awarded for Project/Program, if any CDBG Grant City of Murrieta In -Kind match amount or volunteer credit hours estimated amount LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* rototiller, hoses, waterlines, weed whackers Facilities/Rentlinsurance * 0 $10,000.00 * $0.00 EXPENSES" $1,500.00 * $0.00 Supplies* crafts, educational literature wlstudy models, log books, paper, printer ink $500.00 Marketing* website, domain fee Services* Pest control Food* snacks, special events snacks, water Other* Liability Insurance for Board and Volunteers Staffing Expense TOTAL REVENUE•. TOTAL EXPENSES S20,000,00 $5,000.00 * $500.00 * $1,500.00 * $250.00 * $750.00 * $0.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Cultivating Inclusion Inc. PresidenttAuthorized Officer:* E-mail:* Mary Ann Tams, Garden Director _ Name & Title PresidentlAuthorized Officer Signature* Watt tt f Requested Amount: $5,000.00 Date Time 2023-09-03 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact: Phone:* 951-296-7756 Betsy.Lowrey@Ternecu[aCA.gov (951) 69 3-395 9 or �FX OF i, e; = �a Secretary of State Certificate of Status I, SHIRLEY N. WEBER, PH.D., California Secretary of State, hereby certify: Entity Name: CULTIVATING INCLUSION INC. Entity No.: 4127453 Registration Date: 03/09/2018 Entity Type: Nonprofit Corporation - CA - Public Benefit Formed In: CALIFORNIA Status: Active The above referenced entity is active on the Secretary of State's records and is authorized to exercise all its powers, rights and privileges in California. This certificate relates to the status of the entity on the Secretary of State's records as of the date of this certificate and does not reflect documents that are pending review or other events that may impact status. No information is available from this office regarding the financial condition, status of licenses, if any, business activities or practices of the entity. IN WITNESS WHEREOF, I execute this certificate and affix the Great Seal of the State of California this day of March 17, 2023. SHIRLEY N. WEBER, PH.D. Secretary of State r�.m �C1wion niS►tme To verify the issuance of this Certificate, use the Certificate No. above with the Secretary of State Certification Verification Search available at b1zfile0n1ine.sos.ca.gov. STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/6/2023 ESL ID: 7437691940 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: Entity Name: CULTIVATING INCLUSION INC. ❑X 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. X❑ 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) " N? ABOUT MEDIA CAREERS REtsULATIONS RES;�URCES PROGRAMS C`Ci i C. Registrant Details Entity type: Corporate Class as registered with the Secretarl ofS~ate or eased on founding & registration darument� . Organization Name: Ci1LT1vxrI G INCLUSION INC. IRS FEIN; 814809510 Entity'Eype: Public Benefit SOSfFTB Corporate/Organization Number: 4127453 Registry Status; Current Renewal Due/Exp, Date; 5/15/2024 RC'T Registration Number: CT0265665 issue Date: 10114i2019 Record Type; C:laari€y Registration Effective Date: 10/14/2019 Date of Last Renewal: 4120/2023 DBA; Mailing Address Street: Street Line 2: City, State Zip: T'EVECULA�C+eA 92592 Filings Correspondence Renewal Filing 2022 Form RRF-1 2021 Form CT-TR-1 2021 &13ewal Filing 2020 Form CT TR-1 2020 Form RRF-1 2020 Form RRF-1 � 2019 - ATMENDED CL 5_50 Fo1Tn RRF-I 1ncoLn-p1gk 2018 CT-470 Confft'mUJion of RP g Stratloll Click on Document Type at the left to open .PD Founding Q2g mentS Click on Document Type at the left to open PDF Annual eeal Datta Status of Filing: .Accepted Accounting Period Begin Date: if l i2018 Accounting Period End Date: 12-31/2018 Filing Received Date: I i1.29f1019 Form RRF-2 Reject/Incomplete Reason: Form CT_ ['R-1 Rejeetllncomplete Reason: IRS Form 990 Reject/[ncom+plete Reason: Dotes From Registry Staff: Status of Filing: E :Accepted Accounting Period Begin Date: 1/1/2019 Accounting Period End hate: 12/31/201.9 Filing Received hate: 1127,2020 Form RRF-1 Rejectllncomplete reason: Form CT TR-1 Rejettllncomplete. Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff:. INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45203. Date: 1 U N 2 6 2018 CULTIVATING INCLUSION INC MURRIETA, CA 92563-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 82-4809510 DLN: 26053569009448 Contact Person: CUSTOMER SERVICE ID# 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 509(a)(2) Form 990/990-EZ/990-N Required: Yes Effective Date of Exemption: March 9, 2018 Contribution Deductibility: Yes Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. it we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter 114221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 947 Form 990-N Electronic Notice (e-Postcard) OMB No. 1545-2085 Department of the Treasury for Tax -Exempt Organization not Required to File Form 990 or 99(1-4 ���� Internal Revenue Service ,. ONOpe on A For the 2022 Calendar year, or tax year beginning 2022-01-01 and ending 2022-12-31 B Check it available C Narne of Organization: CULTIVATING INCLUSION INC b Employee Identification Terminated for Business Number 82-480951 a Gross receipts are normally $50,000 or less Temecula, CA, US, 92592 E Website: F Name of Principal Officer: Mary Ann Tams b2p'flwww.cultivatinginclusionfarm.com Temecuia&& US, 92592 + Privacy Act and Paperwork Reduction Act Notice: We ask for the informs# vn on this form to carry out the Internal Revenue laws of the United States. You are required to give us the information. We need it to ensure that you are complying with these laws. The organization is not required to provide information requested on a form that is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law. The rules governing the confidentiality of the Form 990-N is coveted in code section 6104. The time needed to complete and file this form and related schedules will vary depending on the individual circumstances. The estimated average times is 15 minutes. Note: This image is provided for your records only. Do Not mail this page to the IRS. The IRS will not accept this filing via paper. You must file your Form 990-N (e-Postcard) electronically. FY 23/24 Community Service Funding (CSF) Grant Application 13 FAVORS FOR NEIGHBORS Ift Community Service Funding Application —Z,O,Z�(T , I h- CAF., .� Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY Mink above) c©f1fiFM Applicant Organization Year Organization Website: Name: Founded: favorsforneighbors.org Favors for Neighbors Mailing Address:* Number of Paid Staff:Number of Volunteers:* Murrieta, CA 0 92553 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Randy Sanders randy@favorsforneighbors.org Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? Tpmecu! A current City of Temecula Business License may be required to submit prior to fund disbursement. Geographic Area(s) the Project]Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* s5,000.00 Temecula Favors for Neighbors MAX: $5,000 PER ORG Start Date:` End Date:* Physical Address of Project/Program* 2023-10-01 2024-07-01 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Murrieta, CA 92562 Make Check Payable to: Michael Saiz Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of California Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 5355393 To find CA Entity Status Letter. click the link below: h ttps://www.ftb. ca.gov/help/business/entity- status-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (ElN): 92-1208019 To find IRS Deductibility Status, click the link below: https://a pps. irs.gov/a pp/eos/ Date of Incorporation:" 12/01 /2022 Attach State of California Entity Status Letter:" State Letter,pdf Attach IRS Deductibility Status:* IRS Tax Exempt Leiter_92-1208019_FAVORSFO RNEIGH80RS _01302023_00 (1).pdf Provide further verification as follows: * (one required, both preferred) First Page of most recent IRS Form 990 Detaiied info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990" You might find IRS Form 990 990 epost card.png on the link below: https://rct.doj.ca.govNerification/Web/Search.aspx? facillty4Y 370.23KB 133.45KB 4,78M8 (990, 990-EZ, 990-PP, 990T) State Registry Search Tool. Attach State Registry Documentlinfo https:llrct.doj.ca.govNerification/Web/Search.aspx? Registrant ❑etails 2.docx 17.53KB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:'` The founder, Michael Saiz, had the painful loss of his grandmother and decided he wanted to create a loving network for seniors and others in need. Our Mission is to change the state of mind of those who retreat from society more each year. can social media, Micheal says he will do minor home repairs for FREE. What Mike additionally delivers is KINDNESS. He chats while fixing, then sits with them up to 3 hours and gets them to talk about themselves, laugh, cry - It's all transformative. At first, they were skeptical of "FREE", afterwards it's all hugs and smiles and calling friends they hadn't spoken to in years saying, "You won't believe what this Temecula group just did for me." Our other goal is to keep them off ladders and situations that can likely hurt them. Temecula can't reach all residents, but we gladly reach the invisiblelsilent segment to bring them a much -appreciated slice of the Temecula "Healthy and Livable" pie. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectJProgram Title: Temecula Favors for Neighbors 9. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* We started giving Favors in 2021, incorporated to non-profit in 2022. The "FREE repair" gets us in the door, to deliver the KINDNESS. Then we call every 2 Weeks for 2 months and we look for neighbors who might do the same. Our Circle of Kindness continues. After a job, when we have permission, we pass out a flyer in the neighborhood saying who we helped, and asking if anyone might give an occasional call or maybe a dinner invitation once a month. Most people are actually more kind than they realize, theyjust need an opportunity placed in front of them. Because I was on Senator Emerson's "Senior Scam Panel, we also help with scams. Our motto is: "Kindness is Valuable -Share It." 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. With no overhead, everything is spent on supplies for favors: 1. House repair supplies - paint, lumber to repair fences, replace moldy cabinets or sink, replace flooring or the that might cause a fall, collapsed awning, garbage disposal, fans, smoke alarm, etc. We never replace for beautification, only to normalize or prevent risk of injury. 2. Rentals: truck/trailer for hauling and to the dump, pressure washers, commercial weed eaters, etc. 3. Car parts: occasionally to get a car running for a senior: brakes, battery, spark plugs, alternator, refrigerant, etc. 4. Gas for Favors and taking them to doctor/hospital appts and sometimes to bring food. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. As our volunteerism becomes more widely known, our preventive approach is helping an increasing number of Temecula people in need to avoid falls, injury, scares and unnecessarily living in substandard conditions. Most importantly, our "Circle of Kindness" tends to reorient some people back into socializing as they proactively make their "You won't believe what a Temecula group did for me'' calls. For example - across the street from Temecula Senior Center, a lady said her porch and driveway was dangerously slippery from aged gunk - so we power washed it. After her excited "You won't believe it'' calls - we did 13 more of her neighbors. Keeping people safer is important in Temecula. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 35 3e. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT —SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." Nobody does what we do. We deliver a special life -changing KINDNESS, a social thread, along with FREE Home Repair. A paralegal/retired businessman making a difference in the community. We minimize Dr./hospital visits and scams by taking seniors out of risky situations. With no overhead, ALL Temecula Grant money goes to Temecula resident needs. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $1,000.00 Other grants or funding already awarded for ProjectlProgram, if any None $0.00 In -Kind match amount or volunteer credit hours estimated amount $5,600.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* Rental trucks/trailers, power washers, weed eaters, etc. Faci I itieslRentllnsu rance * Insurance Supplies* House repair supplies Marketing* Word of mouth Services* None Food* Lunch for Volunteers Other* None Staffing Expense TOTAL REVENUE: $11,%00.00 TOTAL EXPENSES $5,950.00 EXPENSES* $700.00 $450.00 * $4,300.00 $0.00 * $0.00 * $500.00 $0.00 * $0.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Favors for Neighbors PresidentlAuthorized Officer:* Randy Sanders/CFO Name & Title Requested Amount: $5,000.00 E-mail:* randy@favorsforneighbors.or President/Authorized Officer Signature* date Time 2023-09-11 earr / 6wr"le-oi IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Phone: * Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/712023 ESL ID: 7041057673 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 5355395 Entity Name; FAVORS FOR NEIGHBORS 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 . 11 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) of the Treasury Date: riDepartment Internal Revenue Service 02/06/2023 Tax Exempt and Government Entities I R P.O. Box 2508 Employer ID number: 92-1208019 Cincinnati, OH 45201 Person to contact: Name: Customer Service ID number: 31954 Telephone: 877-829-5500 FAVORS FOR NEIGHBORS Accounting period ending: CIO MICHAEL SAIZ December 31 Public charity status: MURRIETA, CA 92562 170(b)(1)(A,)(vi) Form 990 1 990-EZ 1990-N required: Yes Effective date of exemption: December 01, 2022 Contribution deductibility: Yes Addendum applies: No DLN: 26053432004583 Dear Applicant: We're pleased to tell you we detei-inined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3 ). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gins under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We deternuned you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter: that you're required to file Form 9901990-EZ1990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Forrn 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to wwwdrs.gov/cliarities. Enter "4221 -PC " in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, -which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, a- - A� - Stephen A. Martini Director, Exempt Organizations Rulings and Agreements Letter 947 (Rev. 2-2020) Catalog Number 35152P FY 23/24 Community Service Funding (CSF) Grant Application 14 FINE ARTS NETWORK Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Name: Fine Arts Network Mailing Address:* 41391 lea l m i a St. #200 * Year Organization Founded: ;i94 Website: www.fantheater.com Number of Paid Staff:Number of Volunteers:* -100 Contact Name & Title:* Contact's Email:* Contact's Phone Number:` Lena Sinclair Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? IemeCLlla Valley Business License No.* 0055889 Copy of Business License* Business License Application Packet COM-2023 08141642309323.pdf https://css.temeCLilaca.gov 1011111141141391 Geographic Area(s) the Project/Program Serves: Old Town Temecula Theater guests CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 PUMP UP the volume 2 MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program * 2024-01-05 2024-10-01 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer 420S1 Main Street, Temecula Make Check Payable to: Fine Arts Network Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 1872912 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/business/entity- status-letter.asp?1NT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): 33-0624570 To find IRS Deductibility Status, click the link below: https://a pps. irs.govla ppleosl Date of Incorporation: 10/04/1994 Attach State of California Entity Status Letter:* FAN State Cer[ 1994.pdf Attach IRS Deductibility Status:* IRS DEDUCTABILITY.pdf Provide further verification as follows:* (ane required, both preferred) First Page of most recent IRS Form 990 Detaiied info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 FAN-2019 Exempt Organization Tax Return.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) https./Irct.doj.ca.govNerif ication/Web/Search.aspx? facility=Y 521.48KB 28.93KB 3,57MB State Registry search Tool: Attach State Registry Documentlinfo* https:f/rct.doj.ca.govNerification/Web/Search.aspx? IMG_0681.jpg ".18M8 facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Fine Arts Network Theater Company is committed to creating community opportunities for high quality theatrical productions. Fine Arts Network Theater Company strives to give every performer a chance to better their craft. We work within the community to help with other local productions and offer support to theatrical events throughout the Inland Empire. Our FANmiiy's goal is to provide excellent productions that leave the community better for having produced them. UPON REQUEST, COPrES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? ec. NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Pump up the volume AMOUNT:* $10,000.00 MONTH + YEAR FUNDING RECEIVED* 2023 NAME OF CITY GRANT OR SPONSORSHIP CSFG Project/Program ❑escription RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. Understand ProjectlProgram Title: Pump up the volume 2 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* The Grant funding will support our Pump the Volume program which is committed to replacing the 20 year old mics currently being used and held together with haling wire with new miss for the listening enjoyment of the community when attending events at the Old Town Temecula Community theater. Additionally, we will use a portion of the funds to Pump up the Volume on our marketing program by getting the word out about the great shows performed in this first class facility. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO DE PURCHASED AND WHY. We will purchase miss to replace the mics that are beyond repair and use funds to market the great shows performed at the OTTCT and the first class experience guests will have with top quality sound equipment. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. This specifically benefits Temecula residents that support the productions done at the OTTCT by making sure the acoustics are clean and crisp. There is nothing worse than attending a program where listening is 1 /2 of the experience and not being able to hear what is being said and/or sung. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 5,000 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Providing new mics will enhance the experience local residents and guests will have at the Old Town Theater. Informing residents and guests of this through marketing will allow all to know we maintain a first class facility with state-of-the-art equipment. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectfProgram by the Applicant Organization $500r00 Other grants or funding already awarded for Project/Program, if any Pump up the Volume 2022 grant $10,000.00 In -Kind match amount or volunteer credit hours estimated amount $ 5, 000.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* lavalier microphones and transmitters $14,500.00 Facilities/Rentllnsurance * rental mics $4,000.00 Supplies` batteries, latex gloves, cleaning materials $1,000.00 Marketing* launch, follow-up promotion of new equipment $1,000.00 Services* N/A $0.00 Food NIA $0.00 Other* NIA $0.00 Staffing Expense TOTAL REVENUE: TOTAL EXPANSES $6,000.00 $20,500.00 $20500.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Fine Arts Network PresidentlAuthorized Officer:* E-mail:* Joe Arreola Name & Title PresidentlAuthorized Officer Signature* o7ee T> Requested Amount: $5,000.00 Date Time 2023-09-11 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Beverly Stephenson, Founding ❑irector, Fine Arts Network Name, Title, & Organization If you have any questions, please contact: Phone:* Betsy.Lowrey@Temecu[aCA.gov (951) 693-3959 or 0 California SECRETARY OF STATE'S OFFICE ia()11P0RA'['1.()N DIVISION 18 72312 I, TONY MILLER, Acting Secretary of State of the State of California, hereby certify: That the annexed transcript has been compared with the corporate record oil file ill this office, of which it purports to be a copy, and that same is full, true and correct. IN WITNESS WHEREOF, I execute this certificate and affix the Great Seal of the State of California this JUL 2 7 1994 SEGISTATF FORM GE-107 fRFV- 2J941 94 �5178 Tax Exempt Organization Search Details I Internal Revenue Service https: lapps.irs.gov/app/eos details/ FINE ARTS NETWORK E I N: 33-0624570 1 United States Copies of Returns (990, 990-EZ, 990-PF, 990-T) Electronic copies (images) of Forms 990, 990-EZ, 990-PF or 990-T returns filed with the IRS by charities and nonprofits. Tax Year 2019 Form 990 f v Tax Year 2018 Form 990 J v Tax Year 2017 Form 990 ' i v Tax Year 2016 Form 990EZ f Tax Year 2015 Form 990EZ 1 of 1 91912023, 11:55 PM LESLIE A DOHERTY CPA APC 41880 KALMIA ST STE 115 MURRIETA, CA 92562 (951) 698-2260 FINE ARTS NETWORK LAKE ELSINORE, CA 92530 Dear Board of Directors: February 8, 2021 Your 2019 Federal Return of Organization Exempt from Income Tax will be electronically filed with the Internal Revenue Service upon receipt of a signed Form 8879-EO - IRS e-file Signature Authorization. No tax is payable with the filing of this return. Your 2019 California Exempt Organization Annual Information Return will be electronically filed with the State of California upon receipt of a signed Form 8453-EO. No tax is payable with the filing of this return. Enclosed is your California Registration/Renewal Fee Report to the Attorney General. The original should be signed at the bottom of page one. There is a fee due of $50 payable by November 16, 2020. Make the check or money order payabl to "Department of Justice'" and mail your California report on or before November la4, REGISTRY OZX 0ri P. 903447 SACRAMENTO, CA 94203-4470 Please be sure to call us if you have any questions. Sincerely, LESLIE A. DOHERTY, CPA FY 23/24 Community Service Funding (CSF) Grant Application 15 GOD'S FAN CLUB PROJECT TOUCH Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) c0f1f1F , Applicant Organization Year Organization Website: Name: Founded: www.projecttouchonline.com Gods Fan Club dba Project 2003 TOUCH Mailing Address:* Number of Paid Staff:* Number of Volunteers:" 30141 Antelope Rd Menifee CA 92584 l Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Anne Unmacht anne@projecttouchonline.com Does the nonprofit have a current City of Temecula Business License? Yes Business License No.* g5080-3 Copy of Business License* PT -BUSINESS LICENSE-TEMECULA.pdf 75.74KB https://css.temeculaca,gov Geographic Area(s) the Organization Serves:* Teniecul Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Reunification and Rental Assistance Program MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 Temecula CA 92591 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to: Project Touch Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 2553261 To find CA Entity Status Letter. click the link below: h ttps://www.ftb. ca.gov/help/business/entity- statu s-letter.asp?VvT.mc_i d=a kB EStatus IRS Employer Identification Number (ElN): 73-1681483 To find IRS deductibility Status, click the link below: https://a pps. irs.govl'a ppleosl Date of Incorporation:" ©9/03/2003 Attach State of California Entity Status Letter:" Project-] ouch Entity Letter.pdf Attach IRS Deductibility Status:* Project Touch IRS Status.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) State Registry Search Tool: Attach State Registry Document/info* 37©,12 KB G6.12KB https://rct.doj.ca.govNerification/web/Search.aspx? Project Touch State Registry.pdf 2; 8.26KB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organi,zation's mission/goals and objectives:* The mission is "working together within our communities together and the civil and business organizations to effectively overcome homelessness and establish effective methods of homeless prevention." Project Touch immediately cares and advocates for the well-being of anyone left homeless or unsheltered; providing them a home, food, clothing, supplies, assistance obtaining social service benefits, medical and mental health care, counseling, training, and employment. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? `re' ',j'_; NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP'S Reunification -Rental Assistance Reunification Program AMOUNT:* $35,000.00 $5,000.00 MONTH + YEAR FUNDING RECEIVED January 2023 January 2022 NAME OF CITY GRANT OR SPONSORSHIP Community Reinvestment Grant CSP Project/Program Description RECEIPTSIINV©ICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjecVProgram Title: Reunification and Rental Assistance Program 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Grant funding supports the Reunification program, supporting the purchase of gas cards, bus passes and airline tickets. It is Project TOUCH's first priority to reunite those left homeless and/or- suddenly left unsheltered with their families. If not possible, funding is used to support rental assistance, food, necessities, gas cards, and bus passes to support housing and recipients seeking and maintaining employment to grow towards self-sufficiency, 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. $5,000 of Grant funding is used to support the following: Gas Cards Bus Passes Airline Tickets Rental assistance 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. An estimated 25 Temecula residents are supported in either being reunited with family or securing basic needs, such as housing and food, to promote the wellbeing of the individual or family unit as they work towards self-sufficiency. Project TOUCH works close with the City of Temecula Homeless Task Force and is available 247 to take in individuals and/or families needing a "safe" home, while other social service offices are closed.. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM; 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.` Grant funding supports reunification of those in Temecula, suddenly left homeless or unsheltered, with their families by providing gas cards, bus passes and airline tickets. If not possible, funds assist in providing a "safe" home for families, with food, necessities and assistance in gaining employment. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES` $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $200,000.00 Other grants or funding already awarded for Project/Program, if any Grants -Contributions $200,000.00 In -Mind match amount or volunteer credit hours estimated amount $50,000.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES* tools $0.00 FacilitieslRentllnsurance* rental assistance $400,000.00 Supplies* supplies $0.00 Marketing* marketing $0.00 Services* Utilities $20,000.00 Food* FOOD $20,000.00 Other* Reunification (gas cards, bus passes, transportation) $15,000.00 Staffing Expense TOTAL REVENUE: TOTAL EXPENSES $80,000.00 $.455,000.00 $455,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: God's Fan Club dba Project TOUCH $5,000.00 PresidenttAuthorized Officer:* E-mail:* Phone:* Anne Unmatcht anne@projecttouchonline.cor _ Name & Title PresidentlAuthorized Officer Signature* date Time 2023-09-11 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@Ternecu[aCA.gov (951) 69 3-395 9 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter D ate: 9l812023 ESL ID: 8472573953 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 2553261 Entity Name; GOD'S FAN CLUB A NON-PROFIT ORGANIZATION 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 918123, 6:21 PM Details HOME ,.B(-)UT MEDIA GAREER-3 REGULATiGf-k- kiESOURGES, 1 RC)Gs;AMS C:t iTACT Registrant Details Entity type- Corpr4rat= Class as r-eclistered ,,qQh the Sr- retsr� of gate or based on founding & registration documents Organization Name: GOD'S FAN CLUB ANON -PROFIT ORGANIZATION IRS FEIN: 731681483 Entity Type: Public Benefit SOSIFTB Corporate/Organization Number: 2553261 Registry Status: RCT Registration Number: Record Type: Date of Last Renewal: Current Renewal Due/Exp. Date: 5/15/2023 CT0167671 Issue Date: 12/27/2010 Charity Registration Effectir-e Date. 12/27/2010 1131,12023 DBA: ` Mailing Address Street: Street Line 2: City, State Zip: 30141 ANTELOPE ROAD D-103 MENIFEE CA 92594 Filings & Correspondence Founding Documments Founding Documents Founding Documents founding Documents Fee Notice Fee Notice IRS Fonn 990 Series Ending November 30 2015 CT-550 2009 CT-550 2009 Confirmation of Registration Letter Confirmation of Registration Letter Renewal Filing 2021 Renewal Filing 2020 Renewal Filing 2019 Renewal Filing 2018 Renewal Filing 2017 IRS Form 990 Series 2016 Farm RRF-1 2016 2015 RRF-1 2015 RRF-1 2015 RRF-1 2015 RRF-1 2015 IRS Form 990 2015 IRS Form 990 CT-547 Missing Documents 2015 RRF-1 2014 2014 RRF-1 IRS Form 990 2014 2014 IRS Form 990 RRF-1 2013 2013 RRF-1 IRS Form 990.2013 2013 IRS Form 990 RRF-1 2012 2012 RRF-1 IRS Form 990 2012 2012 IRS Form 990 RRF-1 2011 2011 RRF-1 https:llrct_doj.ca.gov(VerificationfWeblDetails.aspx?result=8eM8fd-97fa-45b7-b93a-dd2f9d l49Dc5 114 918123, 621 PM Details IRS Form 990 2011 2011 IRS Farm 990 RRF-1 2010 2010 RRF-1 IRS Fonn 990-EZ 2010 2010 IRS Form 990-EZ RRF-1 2009 2009 RRF-1 IRS Fonn 990-EZ 2009 2009 IRS Form 990-EZ RRF-1 2008 2008 RRF-1 IRS Form 990-N 2008 2008 IRS Form 990--N RRF-1 2007 2007 RRF-1 RRF-1 2006 2006 RRF-1 IRS Form 990-EZ'_006 2006 IRS Form 990-EZ RRF-1 2005 2005 RRF--1 Annual Renewal Data Status of Filing: Accepted. Accounting Period Begin Date: 12%L'2009 Accounting Period End Date: 11 30l2010 Filing Received Date: 9. 1212011 Form RRF-1 Rejectllncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry- Staff: Status of Filing: Accepted Accounting Period Begin Date: 12/1/2010 Accounting Period End Date: 11/30/2011 Filing Received Date: 7116f2012 Form RRF-1 Rejectflucomplete Reason: Form CT-TR 1 Reject/Incomplete Reason: IRS Form 990 Rejectflneomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 12 1.2011 Accounting Period End Date: 11 30/2012 Filing Received Date: 7 1/2013 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 12/1/2012 Accounting Period End Date: 11130/2013 Filing Received Date: 7/21/2014 Form RRF-1 Rejectlincomplete Reason: Form CT-TR-1 Rejectllncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry- Staff: Status of Filing: Accepted Accounting Period Begin Date: 1MI2013 Accounting Period End Date: 11/30/2014 Filing Received Date: 8/24'2015 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/lncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted bttps:llrct_da}.ca.govfVerifcationNVeblDetails.aspx7result=8e9P38fd-97fa-45b7-b93a-dd2f9d I490c5 214 9/8/23, 6:21 PM Details Accounting Period Begin Date: 12/1/2014 Accounting Period End Date: 11130/2015 Filing Received Date: 9/29/2016 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectAncomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 12,11/2015 Accounting Period End Date: 12/31/2015 Filing Received Date: 9129/2016 Form RRF-1 Rejectllncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/112016 Accounting Period End Date: 12/31/2016 Filing Received Date: 11/22/2017 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2017 Accounting Period End Date: 12/31/2017 Filing Received Date: 11/19/2018 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2,018 Accounting Period End Date: 12/31/2018 Filing Received Date: 8/21/2019 Form RRF-1 Rejectllneomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectJIncomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2019 Accounting Period End Date: 12/31/2019 Filing Received Date: 11/17/2020 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject,Rncomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2020 Accounting Period End Date: 12/31/2020 Filing Received Date: 11/16/2021 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectAncomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2021 Accounting Period End Date: 12.'31: 2021 https','rct.doj.ca.govlVerification/WeblDetails.aspx7result=8e9f38fd-97fa-45b7-b93a-dd2f9d 1490c5 314 918123, 621 PM Details ig Received Date: 1111712022 n RR.F-1 RejectrIncomplete Reason: n CT-TR-1 Reject/Incomplete Reason: Form 990 Reject/Incomplete Reason: !s From Registry Staff: Related Registrations & Event Reports T6Me retested Mcom-- sl-�crvrrr Lvevft ie ro ol-, t1-rr recUrG tyW trairy Charity Registroctions relate to Professional Fundralsing Events which r--late to Pmfessionai Fundraiser Kegs otratlofis;. Rare Registrations relate to Ral ic- itepo►ts Click on they RCF Registration No to vavigale to the related ret-or . No Related Records https:llrct-des}.ca.govlVerificationNVeb{Details.aspx?result=8e9P38td-97fa-45b7-b93a-dd2f9d l49Dc5 4/4 918123. 6.19 PRl Tax Exempt Organization Search Details I Intemai Revenue Service Gods Fan Club ElN: 73-1681483 1 Menifee, California, United States Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List: Yes Deductibility Code: PC https://apps. irs. govi''appieosrdetaiis/ 10 1 FY 2023-24 Community Service Funding (CSF) Grant Applications 16 GREEN ACRES INTERACTIVE THERAPY Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Conf1FM Applicant Organization Name: Green Acres Interactive Therapy Mailing Address:* 35750 De Portola Road * Year Organization Founded: 2014 * Website: www.gaitprogram.org Number of Paid Staff:* Number of Volunteers:* Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Michelle Robinson info@gaitprogram.org Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? Temeuula Yes �:_ Business License No.* 054723 Copy of Business License* Gait City of Temecula Business Lice nse.pdf https://css.temeculaca,gov 93.58KB Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Green Acres Interactive Therapy Program MAX: $5,000 PER QRG Start Date:* End Date:* Physical Address of Project/Program* 2024-01-01 2024-03-31 35750 De Portola Road Temecula CA 92592 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* Green Acres Interactive Therapy Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 3547698 To find CA Entity Status Letter. click the link below: h ttps://www.ftb. ca.gov/help/business/entity- statu s-letter.asp?1NT.mc_i d=a kB EStatus Provide further verification as follows:* Date of Incorporation:* 08/18/2014 Attach State of California Entity Status Letter:* GAIT California Status Letter.pdf (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry .Search Tool [link below] Attach First Page of Most Recent Form 990* You might find IRS Form 990 2021 990 E2.pdf on the link below: (990, 990_Ea 990-PF, 990 T) https:/Irct.doj.ca.govNerif ication/web/Search.aspx? facility=Y ►IF? WM31:I 793.29KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organizaton's mission/goals and objectives:* To enrich the lives of children with special needs and disabilities by providing therapeutic riding. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT: MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? yes NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Walk Run Ride Gait -Tack AMOUNT;* %5,000.00 $2,500.00 MONTH + YEAR FUNDING RECEIVED* 05/2023 07/2023 NAME OF CITY GRANT OR SPONSORSHIP Community Funding Temecula Councilman Project/Program ❑escription RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE, Understand ProjectlProgram Title: Green Acres Interactive Therapy Program 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* This will support our general therapeutic riding program as donations are at an all time low. We provide therapeutic riding to help core strength and physical and mental advancement of our students with special needs and help veterans as well. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED." ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. This will support the overall program by providing us with funds to pay for the facility and some of the horse expenses incurred by the therapeutic riding. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.' TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. The funding will help the Temecula residents because GAIT is the only therapeutic riding facility in the area. We set -vice the residents in Temecula because we are local and open 5 days a week. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: -I e 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT- SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.` The Gait program relies on the community support to get the doors open since covid our donations and funds have been limited to serve the Temecula residents. This program help so many kids with special needs, emotional and mental issues and even helps local veterans. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant Amount contributed to the Project/Program by the Applicant Organization Other grants or funding already awarded for Project/Program, if any In -Kind match amount or volunteer credit hours estimated amount LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* NIA Faci I ities/Rentll nsu ranee * Facility Supplies* NIA Marketing NIA Services* NIA Food* NIA Other* Horse Expenses Staffing Expense TOTAL REVENUE: $5, 000.O D TOTAL EXPENSES $ S, 000.00 REVENUES* $5,000.00 Refer to Page 2 $0.00 $0.00 $0.00 EXPENSES* $0.00 $2,SOO.00 $0.00 * $0.00 $0.00 $0.00 $2,500.00 $0.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Green Acres Interactive Therapy PresidentiAuthorized Officer:* Margaret Rich Name & Title Requested Amount: $5,000.00 E-mail:* info@gaitprogram.org President/Authorized Officer Signature* date 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization Phone: * If you have any questions, please contact. Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or 5tacey.Brown@TemeculaCA.gov (951) 694-6413 STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/3/2023 ESL ID: 2655003078 Why You Received This Letter According to our records, the following entity Information is true and accurate as of the date of this letter. Entity ID: 3547698 Entity Name: GREEN ACRES INTERACTIVE THERAPY, INC. 1. The entity is in goad standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4, We do not have current information about the entity_ ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in Cal ifomia, this information dues not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or Forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us. Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service. 711 or 800-735-2929 (For persons with hearing or speech impairmenIs) FTB 4263A WEB (REV 12-2019) FY 23/24 Community Service Funding (CSF) Grant Application 17 HABITAT FOR HUMANITY INLAND VALLEY Ift Community Service Funding Application —Z'O'Z�-FIN (T , I h- CAF . C-I.ti y Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY Mink above) C©nf rn, Applicant Organization Year Organization Website: Name: Founded: www.habitativ.org Habitat for Humanity Inland Va I I ey Mailing Address:" Number of Paid Staff:" Number of Volunteers:" 27475 Ynez Road #390, Temecula, CA 411 1,S74 92591 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Mary Stein, Chief Financial wary@habitativ.org 9S1-296-3362 Officer Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? Southwest Riverside County Yes No Business License No." 055012 Copy of Business License* Business L cense - Commerce Center Drive.jpg H h ttps:llcss.temeculaca,gov 3.29 M B Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA, Project/Program Amount Requested:* Project/Program Title:* $5,000.00 A BrUsh With Kindness MAX: $S,000 PER ©RG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 4161 S Winchester Road, Suite 214, Ternecula, CA 92590 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Eiectronic File Transfer Make Check Payable to:* Habitat for Humanity Inland Valley Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, bath preferred) .State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* C1681922 To find CA Entity Status Letter, click the link below: h ttps://www.ftb.ca.gov/help/business/entity- status-letter.asp?WT.mc_id=akBEStatus IRS Employer Identification Number (EIN): * 33-0461804 To find IRS Deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Date of Incorporation: 02/11 /1991 Attach State of California Entity Status Letter:* CA State Entity Letter.pdf Attach IRS Deductibility Status:* 501 c 3.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 IRS Form 990 1st page.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) h tt p s. // rct. d of .ca.govNe ri f icat i o n /Web/Sea rc h.a s px? facility=Y Mate Registry Search Tool: Attach Slate Registry Document/Info https:llret.doj.ca.govrVerlflcadori/ UeUSearrh.aspx' CACi7arltyRglsuaiJcn.pd 302.6,5K9 Facility=Y 370A 1 KB 158.02KB 191.29KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives: The mission for Habitat for Humanity inland Valley, in partnership with God, is to facilitate the dream of homeownership as well as improve the living conditions for those in the community. UPON REQUEST, COPIES OF THE ORGANIZATION"S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT,, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW, Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? `P. ;,j NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT AMOUNT;' MONTH YEAR FUNDING OR SPONSORSHIP'° REE CEIVED Pathway to $7,236.00 July 2023 Homeownership Program Real Estate and $45,000.00 November 2022 Education Center Critical Home Repairs $49,724.00 March 2022 A Brush with Kindness $5,000.00 January 2022. Critical Home Repairs $500,000.00 April 2023 NAME OF CITY GRANT OR SPONSORSHIP CDBG 23/24 CS F 22/23 CDBG 22/23 CSF 21f22 CDVID Reinvest Funds Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project/Program Title: A Brush With Kindness 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* The A Brush with Kindness Program (ABWK) is our minor home repair program providing qualified, low- income Temecula residents with no -cost minor exterior home repairs and maintenance services with the goal of protecting and preserving home affordability. We serve any low-income resident in need, the majority of those seeking services are seniors. Typical repairs include weed abatement, exterior painting, fencework, accessibility and miner repairs that are outside of the scope of eligible repairs through our Critical Home Repair Program, which is currently funded by the City of Temecula. . 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Habitat for Humanity Inland Valley will spend the grant funding on the ABWK Program, serving any qualified, low-income resident within the City of Temecula, who is in need of minor exterior home repairs and maintenance services. Projects can include landscaping, weed abatement, exterior painting, fencework:, accessibility and other repairs. Funds will provide the basic materials and supplies needed for repairs such as nails, lumber, paint, tools, siding, volunteer and other supplies. In addition, funds will be used to purchase a utility trailer to be used on ABWK projects. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. This project is only available to qualified, low-income Temecula residents and will help keep neighborhoods beautified while protecting affordable housing and stabilizing residents. Many times simple repairs can cause struggling residents to quickly become financially unstable, but with A Brush with Kindness, residents can gain some financial stability. Over 90% of those served by this project are fixed -income seniors, and 100% live at or below the poverty line. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 10 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 3 ABOVE IN 50 WORDS OR LESS.* Funds would be utilized to provide no cost, exterior rninor home repair or maintenance projects to low- income residents within the City of Temecula with the goal of preserving home affordability. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $9,500.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $ 5, 000.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES* Small tools and trailer $3,000.00 FacilitieslRentllnsurance* Facility rent and insurance $9,000.00 Supplies* ABWK Program Supplies $6,000.00 Marketing* Marketing/Advertising $1,000.00 Services* NIA $0.00 Food* Volunteer Supplies $500.00 Other* NIA $0.00 Staffing Expense $5,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: Habitat for Humanity Inland Valley $5,000.00 PresidentfAuthorized Officer:* E-mail:* Phone:* Tammy Marine, Chief Executive tammy@habitativ.org 951-296-3362 Director Name & Title President/Authorized Officer Signature* Date Time T" #,t 2023-09-08 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact_: Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter D ate: 916/2023 ESL ID: 3825130499 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1681922 Entity Name; HABITAT FOR HUMANITY INLAND VALLEY, INC. 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 916/23, 5:58 AM Details HomE ABOUT mEMA ijAREERw =4EGLjL.,\TlGr-1:� RE:aOl.Rk'-'ESS PROGRAMS C:OPJA-�;T Registrant Details Entity type- "`omorate Cfass as reniAered With the Secretary of State or !rased on Founding & registration documents. Organization Name: HABITAT FOR FICTNLANIT'Y INLAND VALLEY. INC. IRS FEIN: 330461804 Entity- Type: Public Benefit SOSIFTB Corporate/Organization dumber: 1681922 Registry Status: RCT Registration Number: Record Tape: Date of Last Renewal: Current - Awaiting Reporting Renewal Due/Exp. Date: 11/15/2022 081196 Issue Date: 6:30.'2006 Charity Registration Effective Date: 6'30,'_'006 DBA: Mailing Address Street: Street Line 2: City; State Zip: 41615 WINCHESTER RD #214 TENMCULA CA 92590 Filings & Correspondence Founding Documents Founding Documents CT-550 2010 CT 550 2010 Form RRF-1 2021 IRS Form 990 Series 2021 Renewal Filing 2020 Renewal Filing; 2019 Renewal Filing 2018 Renewal Filing 2017 2016 IRS Forin 990 Series 2016 IRS Form 990 Series 2016 Fonrn RRF-1 2016 Form RRF-1 2015 RRF-1 2015 RRF-1 2015 IRS Form 990 2015 IRS Form 990 RRF-1 2014 2014 RRF-1 IRS Form 990 2014 2014 IRS Form 990 RRF-1 2013 2013 RRF-1 IRS Form 990 2013 2013 IRS Form 990 RRF-1 2012 2012 RRF-1 IRS Form 990 2012 2012 IRS Form 990 RRF-1 2011 2011 RRF-1 RRF-1 2011 2011 RRF-1 IRS Form 990 2011 2011 IRS Farm 990 RRF-1 2010 2010 RRF-1 IRS Form 990 2010 2010 IRS Farm 990 RRF-1 ?009 2009 RRF-1 https:llrct_doj.ca.gowVerificationfWeblDetails.aspx7result=3cce0141-489a-485b-bcd7-4acc592604d0 114 916/23, 5:58 AM Details IRS Form 990 2009 2009 IRS Form 990 RRF-1 2008 2008 RRF-1 IRS Form 990 2008 2008 IRS Form 990 RRF-1 2007 2007 RRF-1 IRS Fonn 990 2007 2007 IRS Form 990 RRF-1 2006 2006 RRF-1 IRS Form 990 2006 2006 IRS Form 990 RRF-1 2005 2005 RRF-1 IRS Fonn 990 2005 2005 IRS Farm 990 RRF-1 2004 2004 RRF-1 RRF-1 2003 2003 RRF-1 IRS Form 990 2003 2003 IRS Form 990 RRF-1 2002 - 2002 RRF-1 IRS Form 990 20021 2002 IRS Form 990 RRF-1 2000 2000 RRF-1 1st Delinquency Notice 1st Delinquency Notice Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 7. 1:2009 Accounting Period End Date: 6.30'2010 Filing Received Date: 9 1712012 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Rejectllncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Piling: Accepted. Accounting Period Begin Date: 7.' 1.?010 Accounting Period End Date: 6. 30, 2011 Filing Received Date: - 16'2012 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Rejectllneomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 71.12011 Accounting Period End Date: 613012012 Filing Received Date: 11/19/2012 Form RRF-1 RejectlIncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectlIncomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7!1l2012 Accounting Period End Date: 6/3012013 Filing Received Date: 2/20/2014 Form RRF-1 Reject/Incomplete Reason: Form CT-TR 1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2013 https:llrct_day.ca.govNerificationMeblDetails.aspx7result=3ece0 t 41-489a-485b-bcd7-4acc592604d0 2!4 916/23, 5:58 AM Details Form RRF-1 Rejectrincomplete Reason: Resubmission/CorrectionAccepted Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Related Registrations Vie. Event Reports i he related records shown below devefld on the record type teeing vie)Ved: Chai tty Registrations relate to IProfessi€mai Fundralsircg Everts Which plate txr profes!ionFal Fundr-aiher ftegist;miksosA • Raffle Registrations relate to Raffle Reports_ Click on the 'RCT Registration Pin to navigate to the related record. Prereq Type: Prerequisite Relationship: Charity Registrant: BEYOND DIRECT MARKETING LLC Registration No: E0019193 Registration TI -pc: Fundraising Event Registration Status: Complete Date Established: 1/23/2014 Association Date: 1/1,2014 Expiration Date: 12/31'2014 Prereq Type: Prerequisite Relationship: Charity Registrant: BEYOND DIRECT MARKETING LLC Registration No: E0022449 Registration Type: FundraisinLy Event Registration Status: Complete Date Established: 1/20/2015 Association hate: 1/1/2015 Expiration. Date: 12/31/2015 https:llrct_dui.ca.gov Verification=eblDetails.aspx?result=3cce0l41-489a-485b-bod7-4acc592604d0 4.14 �, InLl:rrldl {SGV�liuc .�c� v�.+o 1 n Date: OCT 2-4 2001 Habitat for Humanity Intemational, Inc. Inland Valley clo Deborah Hollingsworth 27475 Ynez Road, #390 Temecula, CA 92591.4612 Dear Madam: P, Q, Box 2508 Cincinnati, CH 45201 Person to Contact: Brett Siereveld 31-02633 Customer Service Specialist Toll Free Telephone Number: 8.00 A.M. to 9:30 P.M. EST 877-829-5500 Fax Number: Federal €dentification Number: } / 33-0401504 �! Group Exemption Number: 8545 We have received your request for affirmation of your organization's tax exempt status. Please note that the Federal Identification Number you provided- in your letter is not the correct one for your organization. The number shown in the heading of this letter is the one ass€fined to you and is the only one you should use. Your organization is exempt under section 501(c)(3) of the Code because it is included in a group ruling issued to Habitat for Humanty International, Inc., located In Americus, Georgia, Individual exemption letters are not available to organizations included in group rulings. The group exemptiari letter applies to all of the subordinate organizations on whose behalf Habitat for Humanity International, inc. has applied for recognition of exemption. if you want a copy of the group exemption letter, please contact your parent organization. Your organization is required to file Form 990, Return of Organixatfon Exempt from income Tax, only If Its gross receipts each year are normally more than $25,000. If a return is required, it must be filed by the 15th day of the fifth month after the end of the organization's annual accounting period. The law imposes a penalty of $20 a day, up to a maximum of $10,000, when a return is filed late, unless there is reasonable cause for the delay. Donors may deduct contributions to your organization as provided in section 170 of the Coda. Bequests, legacies, devises, transfers, or gifts to your organization or for its use are deductible for federal estate and gift tax purposes if they meet the applicable provisiorls of sections 2055, 2106, and 2522 of the Cods, The law requires you to make your organizabon's annual rot um available for public inspection without charge for three years after the due date of the return. You can charge only a reasonable fee for reproduction and actual postage costs for the copied materials. The law does not require you to provide copies of public inspection documents that are widely available, such as by posting them on the Intemet (World Wide Web). You may be liable for a penalty of $20 a day for each day you do not make these documents available for public inspection (up to a maximum of $10,000 in the case of an annual return). _2- Habitat for Humanity International, Inc. Inland Valley 33-0481804 If you have any questions, please call us at the telephone number shown In the heading of this letter. Sincerely, John E. Ricketts, Director, TE/GE Customer Account Services FY 23/24 Community Service Funding (CSF) Grant Application HIS LITTLE FEET Ift Community Service Funding Application —Z'O'Z�-FIN (T , I h— CAF . C-I.ti y Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY Mink above) c©f1fiFM Applicant Organization Year Organization Website: Name: Founded: http://www.hislitfeet.org His Little Feet n i Mailing Address:* Number of Paid Staff:* Number of Volunteers:* Temecula, CA 92592 3 41S Contact Name & Title:* Contact's Email:' Contact's Phone Number:* Erin Wilson info@hislitfeet.org Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula, Long Beach, Orange A current City of Temecula Business License may be required to submit prior to fund disbursement. Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 New Shoe Outreach for Underserved Youth MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-14 2023-08-03 41 G69 WINCHESTER RD, SUITE 101, Temecula, CA 92590 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Dectronic Fife Transfer Make Check Payable to: His Little Feet Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status IRS Employer Identification Number (EIN):* 47-3769966 To find IRS Deductibility Status, click the link below: https:/Iapps.irs.gov/app/eos/ Date of Incorporation: 01 /18/2014 Attach IRS Deductibility Status:` HLF 501C3 IRS dccumengpg Provide further verification as follows: (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below: http s://rct.d of .ca.goyNe ri f icat i o n /Wa b/Sea rc h. a s px? facilityY State Registry Search Tool Attach First Page of Most Recent Form 990* 2022 Tax Returns - His Little feet copy.pd` (990, 990-EZ, 990-PF, 990-T) Attach State Registry Document/Info* 95.89KB 90.88KB https://rct.doj.ca.govNerification/Web/Search.aspx? State of CA Attorney General.gif 3B facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit orga n ization's mission/goals and objectives. * His Little Feet empowers youth ages 1.5-24 years cold experiencing neglect and extreme poverty by opening the door to self -love and confidence, athletics, and healthy peer relationships at school through the vehicle of new, high quality, well -fitting shoes. We serve underprivileged youth who are in the foster care and child services system or experiencing homelessness in Los Angeles, Riverside and Orange Counties. His Little Feet collects, purchases, and distributes new shoes, socks and supplies to shelters, programs, and schools. His Little Feet is one of the only organizations in California that solely provides new footwear to children experiencing homelessness and/or living in foster care. Shoes are the number- one need for poorer children, and coupled with the fact that children's feet grow so fast, it is nearly impossible for a struggling family to purchase new shoes several times a year. New shoes provide safety, physical fitness, confidence, and positive peer interactions. It is no surprise the demand is high. An area of intense growth for our organization is Riverside County, where we have nearly tripled the number of youth served since 2021. This coming fiscal year we predict 300 pairs of shoes will be distributed in Riverside County alone, 90% of which are children experiencing neglect, homelessness, or housing instability. Support from the City of Temecula would specifically offset HLF costs in Temecula, where we serve hundreds of children year around that are experiencing trauma and need our resources. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPKS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT MONTH +YEAR FUNDING FUNDED BY THE CITY GRANT AMOUNT;* RECEIVED* OR SPONSORSHIP" New Shoes for $5,000.00 June 2022 Michelle's Place Youth(cancer patients) New Shoes for Rose $5,000.00 June 2023 Again Foundation Youth NAME OF CITY GRANT OR SPONSORSHIP City of Temecula Reimbursement City of Temecula Reimbursement Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECTIPROGRAMAS DESCRIBED HERE. U{iderstand Project/Program Tittle: New Shoe Outreach for Underserved Youth 9. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,' His Little Feet has increased shoe outreaches and partnerships in Riverside County by 25:6 in the last two years. Over 4,000 children are in foster care services in Riverside County each year, where the poverty rate is higher than the national average. HLF is specifically doing more programming in the City of Temecula, where last year alone (June 22-June 23) we distributed over 200 pairs of shoes to the following partners: Rancho Damacitas, Temecula- Formerly Thessalonika Family Services, a foster home for young girls removed from their homes due to severe abuse and neglect, is focused on at -risk single mothers to empower them with skills and education that will help them keep their children out of the system and Rose Again Foundation in Temecula- serving children In the foster system through placement, therapy, tutoring and resources, and Michelle's Place, in Temecula, an agency that provides wrap around supportive services to children and families undergoing cancer treatment. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. ALSO, INCLUDE EQUdPMENT, SERVICES TO BE PURCHASED AND WHY. If grant support is awarded by the City of Temecula, HLF will apply it toward our program partnership with Michelle's Place. Just last month we hosted a shoe outreach there and donated 100 pairs of shoes to youth suffering from cancer. We plan to host another outreach in June of next year. Children living at Michelle's Place are undergoing difficult, painful cancer treatment plans, and their families are extremely overwhelmed- financially, emotionally, and physically. Through the donation of new athletic shoes, that fit properly and are of the highest standard, children are safe in the right fitting shoes while also feeling socially accepted and worthy of new and nice things. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.- TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. All youth receiving new shoes will live in Temecula and/or be participating in a Temecula -based service organization . The Assistance League doesn't provide new shoes any longer. New shoes are the highest price item a lot of families and have become too expensive will have to use hand me down and used shoes which can lead to a variety of skin and bone issues. Hlf is the only organization in the area providing for shoe insecurity and we truly are an education support since kids need them everyday to attend school. Temecula student that receive new shoes will start each day with confidence and comfort knowing they can participate at school with out the fear of being singled out from peer for their shoes and participate in actives knowing they will be saved from injury due to properly fitted shoes. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECTIPROGRAM: 101 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT(PROGRAM: 15 4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." HLF donaCes new, fitted„ high quality tone of the costliest expenses for a struggling farniiy) [o youth ages 1.5-18 experiencing trauma, poverty or health concerns. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant Amount contributed to the Project/Program by the Applicant Organization Other grants or funding already awarded for Project/Program, if any In -Kind match amount or volunteer credit hours estimated amount LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* Labels Facilities/Rentlinsurance * Storage Supplies* Shoes for 100 children Marketing* Community communications Services* none Food* none Other* none Staffing Expense TOTAL REVENUE: 13, 500.00 TOTAL EXPENSES $7, 500.00 REVENUES* $5,000.00 Defer to Page 2 * $6,000.00 * $1,000.00 * $1,500.00 EXPENSES' $0.00 * $750.00 $6,500.00 $250.00 * $0.00 * $0.00 $0.00 * $6,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: His Little Feet $5,000.00 President/Authorized Officer:* E-mail:* Phone:* Hali Wolf hali@hislitfeet.org _ Name °.: Title President/Authorized Officer Signature* date 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Erin Wilson, Grantwriter, His Little Feet Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TemeculaCA.gov (951 ) 693-3959 or Stacey.Brown@TemeculaCA.gov (951.) 694-r,413 INTERNAL REVENUE SERVICE P. C. BOX 2508 CINCINNATI, OH 45201 Date: D E C 14 2015 HIS LITTLE FEET INC PO BOX 11572 SANTA ANA, CA 92711 Dear Applicant: DEPARTMENT OF THE TREASURY Employer identification Number: 47--3769966 DLN: 17053308318025 Contact Person: MICHELLE A GLUTZ ID# 31213 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170(b) (1) (A) (vi) Farm 990/990-EZ/990-N Required: Yes Effective Date of Exemption: April 13, 2015 Contribution Deductibility: Yea Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. we determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990--EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). if you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter 114221-PC" in the search bar to view Publication 4221--PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 947 :�Ad' FY 23/24 Community Service Funding (CSF) Grant Application 19 HORSES SERVING HEROES COMPANY Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) c©nfiFM Applicant Organization Year Organization x Website: Name: Founded: Horses Serving Heroes Company Mailing Address:* Number of Paid Staff:* Number of Volunteers:" PO Box 893864 l "o Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Kimber Poyner Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula A current City of Temecula Business License may be required to submit prior to fund disbursement. Geographic Area(s) the ProjectfProgram Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Rejuvenation to VolunteerNeteran program MAX: $5,000 PER ©RC Start Date:* End Date:* Physical Address of Project/Program* 2023-1 D-01 2023- i 2-31 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Eiectronic File Transfer Temecula, CA 92592 Make Check Payable to:* Horses Serving Heroes Company Nonprofit Staters Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID: * 4862718 To find CA Entity Status Letter. click the link below: https://www.ftb.ca.govfhelp/business/entity- status-letter.asp?Wi.mc_id=a kBE5tatus Provide further verification as follows:* Date of Incorporation: 01/01/2022 Attach State of California Entity Status Letter:" HSH Entity Letter as of Aug 2023.pdr (one required, both preferred) Forst Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool !link below) State Registry Search Tool: Attach State Registry Documentllnfo* 370.25KB https://rct.doj.ca.govINerification/web/Search.aspx? HSH State Registry.docx 172.08KB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* The main mission of Horses Serving Heroes Company is to provide no -cost equine therapy to Veterans, Current Military, Current and prior First Responders, and in some cases; family members and Gold Star Families. Our secondary mission is to provide an opportunity for local high school students to earn their required community service 'hours to graduate. Our newest mission is to provide information to high school students regarding vocational choices in trades such as Carpentry, Electrical, and general hands- on ,professions. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes Nc: Project/Program Description RECEIPTSIINV©ICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectlProgram Title: Rejuvenation to VolunteerNeteran program 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Rejuvenation of existing voiunteer supplies and purchase of new supplies and equipment to better provide safety and comfort for our volunteers. To shore up and retouch any training issues the existing horses have to better provide for our recipients (heroes). 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. The grant will be disbursed in a few Ways: Board for the current and anticipated addition of herd. Safety and comfort equipment and clothes/supplies for our volunteers (T-shirts, gloves, goggles, boots, and hats. Landscaping and cleaning equipment for herd and property maintenance). Professional horse trainer to come in a make a few tweaks to the existing herd and to work With new additional horse (1) to make them the best therapy horse for our program. Tax expert to assist with federal filings to become compliant and to teach our board members/secretary how to file and how to keep good accounting books throughout the year. Hire a marketing person to help us get a better social media presence. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. 100 percent of our high school volunteers are from TVUSD school districts. The majority of our purchases are from local stores and services (Temecula Creek Vet, Inland Vet Supply, Tractor Supply, Dan's Feed, and Big Horse). 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: so 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 54 WORDS OR LESS.* Funding will provide much -needed rejuvenation of supplies, equipment, training, board, and vet care for the existing herd and Deep us on track to move forward so we may best serve our "Heroes" and provide opportunities for our graduating high schoolers. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectlProgram by the Applicant Organization $1,000.00 Other grants or funding already awarded for Project/Program, if any None $0.00 In -Kind match amount or volunteer credit hours estimated amount $1,500.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* Weed eaters, goggles, tools, wheelbarrows, shovels, rakes, etc. $1,300.00 Facilities/Re ntli ns u ra nce * Board and Transportation $2,100.00 Supplies* T-shirts, gloves, hats $400.00 Marketing* Local High School Social Media wizard $500.00 Services* Tax prep $700.00 Food* Waters, snacks $500.00 Other* Training $2,000.00 Staffing Expense TOTAL REVENUE: TOTAL Expmsrms $0.00 7, 50D. DD 7, 500- 00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Horses Serving Heroes Company PresidentlAuthorized Officer:* E-mail:* Kimberly Poyner _ Name & Title PresidentlAuthorized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-09-06 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact: Phone:* Betsy.Lowrey@Ternecu[aCA.gov (951) 69 3-395 9 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/17/2023 ESL ID: 2047852951 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 4862718 Entity Name; HORSES SERVING HEROES COMPANY 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 . 11 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) M Your drak has been saved. - hs. X © R,-.— Submission X Q SearchResulls X © Det is X + v — .EP x C Q i rct.doj,ca.gov/Veuifir ion/Web/Details.aspx?resutt=bQO77995-bO95-43d2-baf5-f7.84fle997e L y` 5 ' 0 fr Los Angeles and So... () Farehook M kimherkinard@gma... p eyesigncertifled@y... t% Edit Profile • Instagr. 0 Kimher Kinard, Real,.. y Kimber Knaves Real,,. © The Strength oifhe... Mr' AAA - Manage My... » State of California Office of the Department of Justice Attorney General Or puization N— HORSES SEM-PiG HEROES COMPAINTY IRS FEZ\: F.6ty T,T- Public Benetir SOSIFFR Coipontal anization\umher: 486-271S Registry Status: Not Registered Renewal Due/Exp. Date: FY 23/24 Community Service Funding (CSF) Grant Application 20 INLAND VALLEY SYMPHONY TEMECULA VALLEY SYMPHONY Community Service Funding Application —/;, 00-A�� Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) confirm Applicant Organization * Year Organization Website: Name: Founded: temeculava lleysymphony.org Inland Valley Symphony, dba 1999 Temecula Valley Symphony Mailing Address:* Number of Paid Staff: Number of Volunteers:* Pa Box 637, Temecula, CA 92593 4 25 Contact Name S Title:* Contact's Email:* Contact's Phone Number:* Susan Miyamoto Dues the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula Valley Yes No Business License No.* OS4739 Copy of Business License* css.temeculaca.gov_ 2.webloc htLps://css.temeculaca.gov 404B * Geographic Area(s) the Project/Program Serves: Temecula Valley CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title: * s5,000.00 Andiamo alla musica! MAX: $5,000 PER DRG Start Date:* End Date:* Physical Address of ProjectJProgram * 2023-09-30 2024-04-27 Various locations in Temecula Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* Temecula Valley Symphony Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS. Deductibility Status IRS Employer Identification Number (EIN):* 33-0862000 To find IRS Deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Provide further verification as follows:' Date of Incorporation: 07/01 /2000 Attach IRS Deductibility Status:* IRS Tax determination letter date 2005.pdf (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 Tax Return 2021_IV5_990EZ.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) httpE //rct.do].ca.govNerif ication/Web/Search.aspx? facilitpYY 489.81 KS 4.49 M S Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Temecula Valley Symphony aspires to provide quality, innovative and compelling music programming and serves as a leader of the arts in our community, through an organization that provides the support necessary for these efforts, in an atmosphere that is fun, positive, and supportive. Our vision is to present high duality symphonic concerts performed with artistic excellence. We also airn to educate young musicians and give them performance opportunities in Temecula as a way of giving back to the community. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? y C NAME OF PROGRAM/PROJECT FUNDED 6Y THE CITY GRANT OR SPONSORSHIP* Season of Hope AMOUNT:* $5,000.00 MONTH + YEAR FUNDING RECEIVED* 05/04/23 NAME OF CITY GRANT OR SPONSORSHIP Community Service Funding 2022-2023 Project/Program Description RECEIPTSIINV©ICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjecfJProgram Title: Andiamo alla musica! 9. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* The Temecula Grant funding will support our 2023-2024 Concert Season: Andiar no alia musical- Let's go to the music! We will perform S concerts this season- 4 at venues in Temecula and although our preference was here in Temecula, no venue of the appropriate size was available to us in May, so we had to reserve a high school theater in Murrieta. Our holiday concert will feature local jazz legend and singer, Sherry Williams. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.= ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY - The symphony will spend the grant funding on concert production expenses for our adult symphony: Flyers to advertise the concerts, printing of concert programs, rental costs for venues- high school theaters and Grace Presbyterian Church and liability insurance.. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. There are so many benefits to having a symphony that a community can call it's own. A symphony of our size and quality brings prestige and a positive image to the City of Temecula. We particularly try to improve the lives of seniors by offering free tickets in senior living communities such as Fountain Glen in Temecula. Many seniors who live here are on a limited fixed income and have trouble keeping up with rising cost of living. They can't afford concert tickets and we plan to give free tickets as we did last year, to our Holiday Concert and spring concerts. I know it brought joy to those who attended and was especially satisfying because some also do not have family living close by. Depression and loneliness can result and studies have shown that live music can improve emotional well being especially the our elderly population. We also give free tickets to Temecula students to introduce them to symphonic music and continue to educate our youth in the arts. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 400 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT- SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OFF LESS.* Producing duality orchesUal corckrt_, i•erluires a large budget. We are still i-ecoveriri4s t,om Me ef#ec�-- Covid - expenses and audience attendance has been slow to recover but we are opurnistic. As well knownjaza musician Byron stripling said at a recent American symphony orchestras conference, ""We have a treasure, a hidden gem in our own backyard". We are trying to create a legacy for our children in the community. According to the League of American Orchestras, ticket sales only cover 36% of an orchestras expenses. Our support must come from private and government sources if we want to keep this legacy in our city alive. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $16,100.00 Other grants or funding already awarded for Project/Program, if any None $0.00 In -Kind match amount or volunteer credit hours estimated amount * �y $9,540.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES' phone, music $1,200.00 FacilitieslRent/Insurance* Rent of performance venues, liability insurance, storage, $9,000.00 Supplies* Paper, postage $600.00 Marketing* Flyers,' brochures, mailers $5,0()0.00 Services* Bookkeeping, $3,600.00 Food * Food for musicians $1,200.00 Other* Music Licensing, $500.00 Staffing Expense $58,000.00 TOTAL REVENUE: TOTAL EXPENSES $30,640.00 $21,100.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Inland Valley Symphony, dba Temecula Valley Symphony PresidentfAuthorized Officer:* E-mail:* Susan Miyamoto, President - Name &Title President/Authorized Officer Signature* IL s! ♦ •rr Requested Amount: $5,000.00 Date Time 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact_: Phone:* Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or 6r:6; 2006 14: 14513 P3 3739T 'iF/:GE GX'.�.I., 1 100Cr`Ci{..'' internal Revenue service Date; June 26, 2006 INLAND VALLEY SYMPHONY % TREASURER PO BOX 154 MURRIETA CA 92564-4154 646 Clear Sir or Madam: Department of the Treasurer P. Q. BOX 2508 Cincinnati, OH 45201 Person tO'ontact: his. Juilus 3,1108345 Cti$torner Servir,,a Representative Toi! Free Telephone Number: 977-829-5560 Federal tden6ficz0on Number: 33-0862066 This is in response to your raquest wf June 26, 2606, ;egardl:�g yc�ur organlzatlon's tax- exempt status. if) July 2000 we issued a determination letter that recognized your organizatior as bxernPt from fedora, income taxi Our records indicate that your organiza.tlon Is currently exempt under section 501(u 3} of the Internal Revenue Colo.. Our records indicate that your organ17-ation is also classified as a public charity under eaciton 509(a;(2) of the Internal Revenue Codo. Otrr records indicate that contrIbutions to your organization are deductible under section 170 of b-ie Code, and that you are quallied to raGeive tax deductib,e bequests; deulses, transfers or gifts under section 2655, 2106 or 2522 of the Internal Revenue (coda. if y0u h;avu arty questions, please Gail us at the telephone nurnber sl OWr in the hearing of this letter. S incere ly, fS � Janna K. Skurca. Director, TE/GE Custarner Account Services DocuSign Envelope ID: B552DC83-95A3-4A1C-8AD8-E53F24FQE712 NOTTINGHAM & ASSOCIATES 43460 RIDGE PARK DR, STE 240 TEMECULA, CA 92590 951-296-1698 November 11, 2022 INLAND VALLEY SYMPHONY PO BOX 637 TEMECULA, CA 92593 Dear Maria: Your 2021 Federal Return of Organization Exempt from Income Tax will be electronically filed with the Internal Revenue Service upon receipt of a signed Form 8879-TE - IRS e-file Signature Authorization. No tax is payable with the filing of this return. Your 2021 California Exempt Organization Annual Information Return will be electronically filed with the State of California upon receipt of a signed Form 8453-EO. No tax is payable with the filing of this return. Enclosed is your California Registration/Renewal Fee Report to the Attorney General. The original should be signed at the bottom of page one. There is a fee due�75 payable by November 15, 2022. Make the check or money order payabl pa t of Justice'" and mail your California report on or before November 1 22 REGIS O CH E TRUSTS CSIU.OB�X 903447 NTO, CA 94203-4470 Please be sure to call us if you have any questions. Sincerely, JODY D. NOTTINGHAM, CPA FY 23/24 Community Service Funding (CSF) Grant Application 21 INTERNATIONAL CHRISTIAN ADOPTIONS (ICA) r Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founded: 4achiid.org International Christian 1990 Adoptions (ICA) Mailing Address:* Number of Paid Staff: Number of Volunteers:* 41745 Rider Way, Suite 2, Temecula, CA 53 0 92590 Contact Name & Title:* Contact's Email: * Contact's Phone Number:* Charlotte Paulsen charlottep@4achild.org (951) 695-3336 Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? State of California and North Carolina Yes No Business License No.* 042918 Copy of Business License* business license.pdf https://css.temeculaca.gov 3(74.94KB * Geographic Area(s) the Project/Program Serves: Temecula Valley Residents CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Community Counseling for Children MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2025-06-30 41745 Rider Way, Suite 2, Temecula, CA 92590 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Dectronic File Transfer Make Check Payable to:* International Christian Adoptions Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, bath preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 1664688 To find CA Entity Status Letter, click the link below: h ttps://www.ftb.ca.gov/help/business/entity- status-letter.asp?WT.mc_id=akBEStatus IRS Employer Identification Number (EIN): * 33-0412343 To find IRS Deductibility Status, click the link below: https:/Iapps.irs.gov/app/eos/ Date of Incorporation: 12/ 14/ 1990 Attach State of California Entity Status Letter:* entety status letter.pdf Attach IRS Deductibility Status:* 501 {c} (3) letter .pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found can the State Registry Sewch Tool (link below) You might find IRS Form 990 on the link below: http s:!/rct. d of . ca.govNa ri f Fcat i o n/ We b/Sea rc h. a s px? Attach First Page of Most Recent Form 990* 990.pdf (990, 990-EZ, 990-PF, 990-T) facility=Y State Registry Search Toot: Attach State Registry Documentlinfo* https:lfrct,d4j,ca.gavfl+erificatianlWe#�l5earch esx? IRS starus_pdf facility=Y 370 ! KB 32.82KS 964.9K8 Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* International Christian Adoptions Institute for Children's Aid (ICA) is not just an adoption agency. The institute began in 1990 as a non-profit 501(c)(3) corporation with its principal office in Temecula, CA. The institute consists of two major divisions: International Christian Adoptions and the Institute for Children's Aid (ICA) which is inclusive of the Child Trauma & Learning Center. We stand on Biblical principles in all we do, lending hospitality and sanctuary to all who are in need. We are a voice For those who cannot speak for themselves, believing that all life is sacred. OUr staff Is multi-lingual, mr_liti-ethnic and professionally trained to assist in various capacities. International Christian Adoptions (ICA) believes in the sanctity of life in that all children born and unborn are valued and uniquely made. Our overriding mission is to offer children hope in the love and compassion of Jesus Christ; hope for basic needs; hope for an education and bright future, and hope for a home in a family they can call their own. The mission is fulfilled through adoption, foster care, humanitarian aid, counseling and support.. ICA is a well -established organization that meets the standards and qualification of many accreditations such as Accreditation of Rehabilitation Facilities (CARF), Intercountry Adoption Accreditation and Maintenance Entity, Inc. (IAAME), United States Agency of international Development (USAID), National Council for Adoption (NCFA) and Evangelical Child and Family Agency (ECFA). In addition, ICA is a full - service foster care and adoption agency for International and Domestic Adoptions, as well as multi - County Domestic Foster Care and Refugee Foster Care programs. ICA also operates a Jubilee Exchange Fair -Trade Store in efforts to educate the community of the benefits and impact of purchasing fair-trade items both locally and world-wide. Our beautiful hand-crafted fair-trade items can be found in our office or at various educational events. (Farmers Markets, conferences, pop -ups) UPON REQUEST, COPIES OF THE ORGAN IZATI ON'S CURRENT BUDGETrFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED To DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DC NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectlProgram Title: Cornniunity Counseling for Children 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,` The Child Trauma & Learning Center at the Temecula ICA Office offers therapeutic services for children and youth under the age of 18 in the Temecula Valley, specializing in foster/adoptive background, ADHD, trauma, grief/loss, addictions, anxiety, depression, and family issues. In addition to standard therapeutic services, we are Wanting to launch Sand Tray Therapy. Sand Tray Therapy blends with Play Therapy using textured sensory sands and miniature figurines, allowing clients to create stories of what is going on within themselves and to help them to process through their traumas. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. ALSO, I NCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. ICA Child Trauma & Learning Center is requesting a grant of $5,000 to go towards the launching of Sand Tray Therapy at the Temecula office. Items needed would include: a variety of Sand Tray Therapy Sands, Miniature Figurines, Sand Tray Table, Airtight Sand Storage Containers, and approved sand sanitizing spray. Also, the funding would go toward the purchase of Sensory Items for our Sensory Treasure Box, Oculus for Therapeutic Services, Needed Office Items (for example: waiting room DV❑ player, DVDs for the waiting room, decor), and administrative costs. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.` TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. The majority of the Counseling Center's clients are Temecula residents. The set -vices provided to our Temecula children and youth, will aid in the healing, empowerment, and growth for children in our local community, families, and schools. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 0 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.` The Child Trauma & Learning Center wants to help those in our Temecula cormunity by offering therapeutic services to local children and youth. We would like to include Sand Tray Therapy as an evidenced -based modality, as well as other needed therapeutic items to help meet the needs of children and youth in our community. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $5,000.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES - Variety of Sand Tray Therapy Sands, Sand Tray Table, Miniature Figurines, $4,000.00 Airtight Sand Containers, Approved Sand Sanitizing Spray, Oculus, Sensory Treasure Box items, Therapy Office waiting room items FacilitieslRentlinsurance* Facilities/Rent/Insurance $12,083.00 Supplies* Off ice/Administrative Supplies, computers, desks, phones $1,282.00 Marketing* Brochures, Flyers, Design, Website $181.00 Services* Therapeutic Services $13,371.00 Food* Water, Snacks for clients, lollipops $200.00 Other* NIA $0.00 Staffing Expense TOTAL REVENUE; TOTAL EXPENSES $10,000.00 $351,117.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: International Christian Adoptions (ICA) $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Charlotte Paulsen charlottep@4achild.org 951-695-3336 Name & Title PresidentlAuthorized ❑fficer Signature* date Time 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Jennifer Mitchell, Office Manager of the Child Trauma & Learning Center, ICA Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@Temecu[aCA.gov (951) 693-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/11/2023 ESL ID: 6064531393 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1664688 Entity Name; INTERNATIONAL CHRISTIAN ADOPTIONS 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxabon Code (R&TC) Section 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 9111I23, 1:03 PIN Details HOME =tile(_)uT mED A. -I' A K EER REGULATIGfi : RESOURCES ;ES PROG-RAMS C,6rJ %OT Registrant Details Entity type- Corporate Ctass as registered with Vhe Sr-,_3 Ptary of State or based on founding & registration document_:. Organization Name: IlVTERNATIONAL CFIPJSTIANADDPTIONS IRS FEIN: 330412343 Entity 71�-pe: Public Benefit SOSIFTB Corporate/Or-ganization Number: 1664688 Registry Status: RCT Registration Number: Record TF pc: Date of Last Renewal: Current Renewal Due/Exp. Date: 11/15/2023 119072 Issue Date: 63W2006 Charity Registration Effective Date: 6 30; 2006 4. 10/2023 DBA: Mailing Address Street: Street Line 2: City, State Zip: 41745 RIDER WAY #2 TEIVIECULA CA 92590 Filings & Correspondence IRS Farm 990 Series 2022 Form RRF-1 2022 IRS Fonn 990 Series 2021 Form RRF-1 2021 Renewal Filing 2020 Renewal Filing 2019 Renewal Filing 2018 Form RRF-1 2017 CT-550 Ford] RRF-I InCDml7lete 2017 IRS Forin 990 Series 2017 2016 RRF-1 2016 RRF-1 2016 IRS Form 990 2016 IRS Form 990 2015 RRF-1 2015 RRF-1 2015 RRF-1 2015 RRF-1 2015 Return. Check Notice 2015 Return Check Notice 2015 IRS Form 990 2015 IRS Form 990 2015 IRS Form 990 2015 IRS Form 990 RRF-1 2014 2014 RRF-1 IRS Form 990 2014 2014 IRS Form 990 RRF-1 2013 2013 RRF-1 IRS Form 990 2013 2013 IRS Form 990 RRF-1 2012 2012 RRF-1 IRS Form 990 201-1 2012 IRS Form 990 RRF-1 2011 2011 RRF-1 https:llrct_doj.ca.goylVerifieationMeblDetails.aspx7result=b3fd99bb-7d2c-4259-ad84-ade8a80dbdca 1l4 9111123, 1-03 PM Details IRS Form 990 2011 2011 IRS Form 990 RRF-1 2010 2010 RRF-1 IRS Fonn 990 2010 2010 IRS Form 990 RRF-1 2009 2009 RRF-1 IRS Form 990 2009 2009 IRS Form 990 Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 7 1 '2009 Accounting Period End Date: 6 30 2010 Filing Received Date: 1 I S.'2011 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7 1 "2010 Accounting Period End Date: 6:30/2011 Filing Received Date: 1119/2012 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7i112011 Accounting Period End Date: 613012012 Filing Received Date: 1/16/2013 Form RRF-1 Rejectllucomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1,12012 Accounting Period End Date: 6 30/2013 Filing Received Date: 5/19/2014 Form RRF-1 RejectlIncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 711/2013 Accounting Period End Date: 6/3012014 Filing Received Date: 5.1812.015 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7 VM14 Accounting Period End Date: 6 30'2015 Filing Received Date: 5 -�0 '016 Form RRF-1 Rejectllncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: _-Votes From Registry Staff: Status of Filing: Accepted bttps:llrct_do}.ca.govNerificationNVeblDetails.aspx7result=b3fd99bb-7d2c-4259-ad84-ade8a80dbdca 2l4 9141123, T=43 PM Details Charity Registrations relate to Proto-mal Fundratsino Events Yuhicvt Ll t to Profess onai Fundr-oise- Wgistrdrtons. + Raffle Reol rat:lorns relatr to Raf t Re-Dorts. €licit on the RCT Itegistmtion 14a to ieaVigatc In the +elated record No Related Records https llrct_do}.ca.goviVedficationNVeblDetarls.aspx?result=b3fd99bb-7d2c-4259-ad84-ade8a8adbdca 414 INTERNAL REVENUE SERVICE DISTRICT DIRECTOR 2 CUPANIA CIRCLE MONTEREY PARK, CA 91755-7.406 Date MAY 17 1995 INTERNATIONAL CHRISTIAN ADOPTIONS C/O LAURA DUKE 41745 RIDER 2 TEMECULA, CA 92590-4826 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 33-0412343 Cage Number: 955f30011 Contact Person: TYRONE THOMAS Contact Telephone Number: (213) 894-2289 Our Letter Dated: November 26,,1990 Addendum Applies: No This modifies our letter of the above date in which we stated that you would be treated as an organization that is not a private foundation until the expiration of your advance ruling period. Your exempt status under section 501(a) of the Internal Revenue Code as an organization described in section 501(c)(3) is still in effect. Based on the information you submitted, we have determined that you are not a private foundation within the meaning of section 509(a) of the Code because you are an organization of the type described in section 509(a)(2). Grantors and contributors may rely on this determination unless the Internal Revenue Service publishes notice to the contrary. However, if you lose your section 509(a)(2) status, a grantor or contributor may not rely on this determination if he or she was in part responsible for, or was aware of, the act or failure to act, or the substantial or material change on the part of the organization that resulted in your loss of such status, or if he or she acquired knowledge that the Internal Revenue Service had given notice that you would no longer be classified as a section 509(a)(2) organization. As of January 1, 1994, you are liable for taxes under the Federal Insurance Contributions Act (social security taxes), on remuneration of $100 or more you pay to each of your employees during a calendar year. You are not liable for the tax imposed under the Federal Unemployment Tax Act (FUTA), You are required to file Form 990 only if your gross receipts each year are normally more than $25,000. For guidance in determining whether your gross receipts. are "normally" more than $25,.000, see the instructions for Form 990. If a return is required, it must be filed by the 15th day of the fifth month after the end of your annual accounting period. A penalty of $1:0 a day is charged when a return is filed late, unless there is reasonable cause for the delay.. However, tha maximum penalty charged cannot exceed $5,000 or 5 percent of your gross receipts for the year, whichever is less-. This penalty may also be, charged if a return is not complete, so please be sure your return is complete before you file it. If we have indicated in the heading of this letter that an addendum aV41A64, uhe adderlAunr rnasd.dmad it and &numeral pawb aff aril■ lmhtLer. . Letter 1050 (DOICO) -2- INTERNATIONAL CHRISTIAN ADOPTIONS r Because this letter could help resolve any questions about your private foundation status, please keep it in your permanent records. if you have any questions, please contact the person whose name and telephone number are shown above. sincerely yours, e P-44r� Richard R. Orosco District Director Letter 1050 (DO/Cg) FY 23/24 Community Service Funding (CSF) Grant Application 22 JACOB'S HOUSE Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) co„f1FM Applicant Organization Name: Jacob's House Mailing Address:* 31525 Jedediah Smith Road * Year Organization Website: Founded: jacobshousetemecula.org -) 0 7 Number of Paid Staff:Number of Volunteers:* 7I Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Martin Barrera-Martinez martin@jacobshousetemecula.org 9514522627 Executive Director Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula Business License No.* 054374 Copy of Business License* JH City of Temecula Business License 2023.pdf https://css.temeculaca,gov 563.54KB Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:` $5,000.00 Jacob's House "Open A Door For A Family" MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-10-01 2023-112-31 31525 Jedediah Smith Road Temecula, CA 92592 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Dectronic File Transfer Make Check Payable to:" Jacob's House Inc. Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* C30137SO To find CA Entity Status Letter. click the link below: h ttps://www.ftb. ca.gov/help/b usi nesslentity- statu s-letter.asp?1NT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): Z6-1183832 To find IRS Deductibility Status, click the link below: https://a pps. irs.govla ppleosl Date of Incorporation: 08/16/2007 Attach State of California Entity Status Letter:* Certified 100,pd1' Attach IRS Deductibility Status:* Articles of Incorp, 501 c3 EIN #, etc,.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 scan_20230809-120421.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) http s.//rct. d oj.ca.govNe ri fi cat i o n/ We b/Sea rc h. a s px? facility=Y 546.79KB 2.22 M B 1,86MB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:' Jacob's House is a home of refuge Where families and loved ones of those in hospitalized traumatic medical need can find hope, comfort, ,peace, and inspiration. We are a community resource dedicated to serving families in crisis. We do this by providing a shelter for the physical, emotional and spiritual support. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS {BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. 1Jnderstand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME of PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Jacob's House Jacob's House AM❑UNT,* $25,000.00 $5,000.00 MONTH + YEAR FUNDING RECEIVED* April 2023 February 2022 NAME of CITY GRANT OR SPONSORSHIP CSF Grant CSF Grant Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand ProjectfProgram Title. Jacob's House "Open A Door For A Family" 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Jacob's House at 31525 Jedediah Smith Road, Temecula, Ca 92592 is part of a national model of healthcare hospitality homes whose goal is to provide free lodging and support for families whose loved one is admitted into the hospital for an unforeseen traumatic medical event. We do this by partnering with 8 hospitals in Riverside, San Diego and San Bernardino counties (including in the City of Temecula - Temecula Valley hospital) who identify and refer families who need emotional support. Doctors, nurses, case managers, social workers and even security units can make a referral to jacob's House for a family who had to drive, fly or otherwise make arrangements to be bedside of their loved one. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. All CSF grant funds are used to provide free lodging to families experiencing a traumatic medical event, resulting in their loved one being admitted into the hospital. A grant of $SOOO will provide free lodging to families in need for 3S nights. This will include lodging, meals, ancillary resources, laundry, and emotional support. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Jacob's House continues to meet the needs of the local community is by providing the citizenry of Temecula an opportunity to give back since our opening in December 2012. Be it sweat equity, development, fundraising, maintenance, guest family services, service projects and/or outreach, Jacob's House has become that vehicle for businesses, community based organizations, students, retirees, faith -based communities, and area stakeholders to utilize their experience, learn new skills, make a connection, develop new bonds, and profoundly make a difference in the lives of their brethren through community volunteerism. Temecula volunteers' role in the community is a unique one, where they can measure their resolve by their commitment to helping others This includes but is not limited to, helping reduces stress and financial burdens for families when they must travel far from home when their loved has a health care emergency, intern allowing families the ability to stay together when there loved one is sick or injured. Another benefit to community is a when a area's citizenry is engaged in the welfare of others in the community, the community itself begins to thrive. With Jacob's House's size, mission, and scale of volunteer service opportunities, we're uniquely positioned so Temecula residents can give back in meaningful ways. We believe that significant changes can and does occur with individuals, cities and communities when the adage of "being of service" is realized through a stable, respected and valued entity. Throughout it all, we've been able to serve as a critical Temecula resource, showing up during times of need and helping families, be they Temecula residents or Temecula visitors, with the support during their most vulnerable times. Jacob's House is proud to serve through a network of more than 70 Temecula volunteers, 100's of businesses, CBO's, houses of worship, school districts students and countless service groups, such as National Charity League, Boys/Girl Scouts..etc. in benefiting both volunteers and recipients of that kindness. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 75 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.' With the City of Temecula 2023-24 grant, Jacobs House will provide 700+ nights of emergency lodging for family members enduring a traumatic medical crisis, preserving their physical, emotional, and financial stability. While simultaneously providing 70 residents, businesses, community based organizations, faith -based communities, and service groups the ability to connect to our community, make a difference in the lives of families experiencing a traumatic medical event, and prove that Temecula`s well earned reputation extends to both residents and visitors alike. Project/Program Budget LIST REVENUESIINCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectlProgram by the Applicant Organization $105,000.00 Other grants or funding already awarded for Project/Program, if any Sundt Foundation-$4500; City of Temecula-$25,000; Morongo-$5000; BOS $74,000.00 CID: $20,000; IRS/EITC/ERTC-$12,571; Legrand-$2500; Starbuck Foundation-$3000; North Coast Ch urch-$1 0,000; Edwards Lifesciences Foundation-$1010; In -Kind match amount or volunteer credit hours estimated amount $2,S{I0.00 LIST OF EXPENSES FOR PROJECTIPROGRAM Tool s/Equipment* EXPENSES` Landscaping, hand -tools, and cleaning equipment... etc. $1,000.00 FacilitieslRent/lnsurance * Maintenance, NIA Property Ins. and Various repair managment... etc. $2,500.00 Supplies' Includes admin, janitorial, and ancillary resources... etc. $4,500.00 Marketing* Brochures, Outreach Merch, Annual Reports..etc. $4,500.00 Services* Lodging $0.00 Food* Meals, snacks and event catering $1,500.00 Other* Lltilities,Telephone, Telecommunications utilities Recognitions & Awards $17,500.00 Other Types of Expenses Advertising Expenses Interest Expense - General Merchant and Bank Fees Staff Development, Conferences & Meetings Staffing Expense 50,00 TOTAL REVENUE: TOTAL EXPENSES S 186,500.00 S31. `_ 1L)0.0 0 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: Jacob's House $5,000.00 PresidenttAuthorized Officer:* E-mail:* Phone:* Martin Barrera Martinez Executive martin@jacobshousetemecul(- 951-452-2627 Director Name & Title President/Authorized Officer Signature* Date Time 2023-08-09 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or MRINAL REVM,7UE SERVICE P. 4 BOX 2508 CINC=:NNP6"T`I, QH 45201 Date 3ACOW S ROUSE, INC. C/O IIARTIN A WEISS ONE 13ETTBRWORLD CIRCLE, T°EMRML,A. MCA 92590 Dear Applicant: SUITE 300 DI3PARTMENT OF THE TREASURY Employer identification Number: 25-1183832 DLN 17053106310008 Contact Person: JOANNA YAWNEY ID# 95078 Contact Telephone Number: (877) 829-5500 Accounting Period Ending- December 31 Public Charity status: 170 (b) (1) (A) (vi) Farm 990 Reauired: Yes Effective Date of Exemption: August 16, 2007 - Contribution Deductibility: Yes Addendum Applies: Tio we are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income -lax under section 501(c)(3) of the Internal Revenue: Cade. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under` section 501(c) {3} of the Code are further classified as either public charities or private foundations. We determined that you are a ptblic charity under the Code section(s) listed in the heading of this letter. Please see enclosed PubliCatlon 4221-PC, Compliance Guide fox 501(c)() Ilic Chaiities, for some helpful information about your responsibilities as ar_ exen.pt organ zat i, on _ Letter 947 (DD/CG; JAC01. ` S HOUSE, INC. Encl�)sures= Publication 4221-PC Sincerely, Robert Choi Director, Exempt Organizations Rulings and. Agreements wetter 947 (DO/CG) FY 23/24 Community Service Funding (CSF) Grant Application 23 JDS CREATIVE ACADEMY Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) co„ f1FM Applicant Organization Year Organization Website: Name: Founded: jdscreativeacademy.org JDS Creative Academy ti a Mailing Address:* Number of Paid Staff:* Number of Volunteers:* Temecula, CA 13 7 92591 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Diane Strand Executive Director diane@jdscreativeacademy.org 9S'I-296-6715 Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County Yes r�• Business License No.* 042202 Copy of Business License* JD5CA Business License.pdf https://css.temeculaca,gov 951.45KB * Geographic Area(s) the ProjectlProgram Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* ss,000.00 DigiFest Temecula 2024 MAX: $5,000 PER DRG Start date:* End Gate:* Physical Address of Project/Program* 2024-04-19 2024-04-21 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer 28069 Diaz Rd. Suite D-G Temecula, CA 92s90 Make Check Payable to:* JDS Creative Academy Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 3782660 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/b usinesslentity- status-letter.asp?wT.mc_id=a kBEStatus IRS Employer Identification Number (ElN): 45-5293183 To find IRS Deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Date of Incorporation: 05105/2015 Attach State of California Entity Status Letter:' JDSCA Entity Status.pdf Attach IRS Deductibility Status:* JDSCA IRS 501c3 determination approval letter.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below: http5.//rct.doj.ca.govNeriflcation/Web/Search.aspx? facility,=Y State Registry Search Tool: Attach First Page of Most Recent Form 990" 2022 JDSCA 990 (First Page).pdf (990, 990-E2, 990-PF, 990 T) Attach State Registry Documentlinfo' 370.06KB 343.02KB 33.59KB https:al}rct.do}.ca,goyNerifkMion/Web/Search.aspx? IDSCA 00) RCi_pdf 243.8FKB farill try Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Nonprofit JDS Creative Academy opened in 2014 facilitating local demand for advanced education in the arts. The mission of JDSCA is to advance education, training, and opportunities in visual, performing, and digital arts. JDSCA classes and programs fulfill VAPA requirements, per California Education Standards, and Title-17 guidelines provide training for Inland Regional consumers; adults with developmental disabilities. JDSCA provides opportunities to gain creative enrichment, self-confidence, leadership, technical and collaborative shills so program participants can obtain the experience needed to prosper in a competitive marketplace or advance to higher- arts education. The founders of JDSCA have an extensive history in the entertainment industry and have developed programs for anyone who seeks higher arts education. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yp.'. ;,, NAME OF PROGRAM/PROJECT MONTH + YEAR FUNDING NAME OF CITY GRANT OR FUNDED BY THE CITY GRANT AMOUNT;* RECEIVED* SPONSORSHIP OR SPONSORSHIP" DigiFest Temecula $30,000.00 5/23 Community Service 2020 - 2023 Funding DigiFest Temecula $0.00 23-24 In -kind $5,000 2023 marketing: Economic Development Funding Program for Special Events Spirit of Innovation $0.00 23-24 In -kind $5,000 marketing: Economic Development Funding Program for Professional Organizations DigiFest Temecula $0.00 2022 In -kind $5,000 2022 marketing: Economic Development Funding Program for Special Events Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. UodeFstand ProjectrPrograrn Tittle: DigiFest Temecula 2024 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* JDS Creative Academy (JDSCA) will use the Temecula grant to enhance DigiFest ff) Temecula, which is now in its eighth year. DigiFestiR? Temecula is a digital -media competition, festival, and conference that is a place for students, amateurs, professionals, and community residents to network, appreciate, and recognize digital -media work and artists. DigiFest®R Temecula has been a staple in the Temecula Valley region for 7 years and strives to bring opportunities in the digital -media industry to all, The festival has welcomed Emmy winners, studio executives, directors, live entertainment, producers, influencers, gamers, and all types of digital -media industry professionals. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. JDS Creative Academy will spend the grant funding on supporting the procurement of high-level speakers. The organization will use the funds to support DigiFest«7 Temecula which typically shoulders the cost of speaker honorariums, travel, and hotel accommodations. DigiFestlr Temecula has historically brought in high-level speakers, which draws attendees from the city, region, SoCal, the State, the U.S. and even the world to the City of Temecula to participate in the event. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. 2024 marks the 8th year of JDS Creative Academy's three-day digital arts festival, DigiFestT:) Temecula, bringing together local communities to experience digital art in many mediums. DigiFest(R) Temecula is a place for local emerging content creators to learn about digital media industry advancements, how to pursue a career in the entertainment or digital media industry, and how to advance digital arts into the economic culture. Furthermore, the Temecula community gets a festival that brings entertainment, excitement and joy while providing collaboration, networking access, and pathways to an industry with subjective barriers. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 375 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 40 4. SUMMARY STATEMENT- SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.* Grant funds will elevate ❑igiFest,,1 Temecula, the annual digital arts festival that brings local creatives together with a world-wide audience and industry professionals. Funds will be used to ensure the procurement of high-level, celebrity talent to speak at DigiFestO Temecula. The impact is expected to be above 375 local Temecula and regional residents, and put on With the support of our staff and 40 volunteers, Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $22,324.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $7,500.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* NIA $0.00 Facilities/Rentlinsurance* Renting theater big screen $2,5OO.00 Supplies* Food serving stations/trays, award trophies, lanyards $3,050.00 Marketing* Swag, printed flyers/posters, website, advertising $8,900.00 Services* Entertainment, speakers $10,875.00 Food* Opening night and Awards Banquet catering and beverage. $6,2SO.00 Other* Misc. expenses, Table linens, Scholarships given $3,249.00 Staffing Expense $2,OOO.00 TOTAL REVENUE: TOTAL EXPENSES $34,824.00 $34,824.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: JDS Creative Academy $5,000.00 PresidentfAuthorized Officer:* E-mail:* Phone:* Diane Strand diane@jdscreativeacademy.or 951-296-671 S Name & Title President/Authorized Officer Signature* Date Time 0/-,?fw 0,5r t eme 2023-08-07 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@Ternecu[aCA.gov (951) 69 3-395 9 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/3/2023 ESL ID: 5048732610 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 3782660 Entity Name; JDS CREATIVE ACADEMY 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) State of California Department of -Justice Office of the Attorney General Registrant Details Entity type: Corporate Class as registered with the Secretary of • or based on • r r & registrationdocuments. Organization -'Name: JDS CREATIVE ACADEMY IRS FEIN: 4652.93193 Entity Type: Public Benefit SOSIFTB Corporate/Organization Number: 3782660 Registry Status: Current Renewal Due/Exp. Date: 5/15/2O23 RCT Registration Number: CT0285040 Issue Date: 4/7/2023 Record TAW: Charity Registration Effective Date: 41712023 Date of Last Renewal: DBA: Mailing Street: Street Line 2: City, State Zip: TE'MECUL.A CA 92591 Filings & Correspondence Form RRF-1 2021 Renewal Filing 2021 Miscellaneous Documents 2020 Renewal Filing 2020 Miscellaneous Documents 2019 Rene-,val Filing 2019 Miscellaneous Documents 2018 Renewal Filing 2018 Miscellaneous Documents 2017 Renewal Filing 2017 CT-400 First Notice To Register Click on Document Type at the left to open PDF CT-451C 1st Delinquency Notice Click on Document Type at the left to open PDF Founding Documents Click on Document Type at the left to open PDF CT-550C Form RRF-1 Incomplete Click on Document Type at the left to open PDF r Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 1!1i2017 Accounting Period End Date: 1213112017 Filing Received Date: 5r1812023 Form RRF-1 Reject/lucomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Mates From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2019 Accounting Period End Date: 12/31/2018 Filing Received Date: 5/8/2023 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectiIncomplete Reason: Notes From Registry Staff. Status of Filing: Accepted Accounting Period Begin Date: 1/1,12019 Accounting Period End Date: 12/31/2019 Filing Received Date: 518/2023 Form RRF-1 RejectAncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff:. Status of Filing: Accepted Accounting Period Begin Date: 1 1 '2020 Accounting Period End Date: 12 31 2020 Filing Received Date: _5 8 2023 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1i1r2021 Accounting Period End Date: 1 W31/2021 Filing Received Date: 5/8/2023 Form RRF-1 Rejectflneomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Not Submitted Accounting Period Begin Date: 1/1/2022 Accounting Period End Date: 12/31/2022 Filing Received Date: Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Related Registrations . Event Reports related The records Charity Registrations relate to Professional shown below r-■- ■ on the record type beingviewed: Fundr-aising Events which relate to Professional Fundraiser Registrations - Registrations to Raffle Click on the RCT Registration No to •ee e. • to the related record. No Related Records INTERNAL REVENUE SERVICE P. O. BOX 2508 CINCINNATI, OH 45201 Fate : k�0 74 JDS CREATIVE ACADEMY TEMECULA, CA 92591 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 46-5293123 DLN: 17053122345034 Contact Person: J'ASON T SAMMONS IU# 31616 Contact Telephone number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 509(a)(2) Form 990 Required_ Yes Effective Date of Exemption: April 11, 2014 Contribution Deductibility: Yes Addendum Applies: No We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code_ Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter. For important information about your responsibilities as a tax-exempt organization, go to www,irs.gov/charities. Enter 114221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, Director, Exempt organizations Letter 947 FY 23/24 Community Service Funding (CSF) Grant Application 24 KENAI'S HOUSE, INC Community Service Funding Application (:7" di:Q� Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE REA❑ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) COnf[rm Applicant Organization Name: Kenai's House, Inc Mailing Address: * 31165 Temecula Pkwy #3SO * Year Organization Founders: 2022 Website: www.kenaishouse.org Number of Paid Staff:' Number of Volunteers:* 0 a Contact Name &Title: * Contact's Email: Contact's Phone Number:* Shareen Harding, CEO Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside, Sate Diego adn LA Counties Yes Na Business License No.* 055727 Copy ❑f Business License* Business Jpeg https://css.temeculaca.gov 50.431K$ Geographic Area(s) the Project/Program Serves: Riverside County- Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* ss,000.00 Project Saving the Voiceless MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program 2023-09-11 2024-09-11 31165 Temecula Pkwy #350 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:' Kenai's House, Inc. Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of CaI110Fnia Entity Status Letter IRS Deductibility Status State of California Entity ID:* S097082 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/b usi nesslentity- statu s-letter.asp?1NT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): 88-3998252 To find IRS Deductibility Status, click the link below: https://a pps. irs.govla ppleosl Date of Incorporation: 06/06/2022 Attach State of California Entity Status Letter:* State Entity Letrer,pdf Attach IRS Deductibility Status:* EIN.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 Form 990 (2022).pdf on the link below: (990, 990-EZ, 990-PF, 990-T) http s.//rct. d oj.ca.govNe ri fi cat i o n /web/Sea rc h. a s px? facility=Y 370.24KB 13.99KB 2.66MB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives: * Kenai's House Will provide a safe and healthy environment for abandoned and neglected animals to thrive and have a second chance at life until responsible and loving homes can be found. We focus on the 4 R's at Keani's House.... RESCUE - we partner with local shelters to pull "rescue only" pups that require a little more TLC before they are ready to be adopted to public. This is something the shelters are not able to offer so, rescues like us, step in to help. REHAB- we work on some basic training and socialization in order to get a good read on the right fit for the pup to be adopted. We not only offer dog training while in our care, but after. REHOME- this is where we search for the right fit for the pup RETENTION- We are here for the lifetime of the pet. We offer a FREE in home training consults and then the first (3) training sessions are 50% off. We also, offer boarding to all our adoptees for When their humans need a little vacation. We are also, available as a resource. We want to help our ,pups and families be successful. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Undem-land Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? ,e NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * AMOUNT:* MONTH + YEAR FUNDING RECEIVED* Project Second Chance $2,500.00 July 2023 NAME OF CITY GRANT OR SPONSORSHIP Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project]Program Title; Project Saving the Voiceless 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* This grant will support our continued efforts to rescue dogs that would otherwise be euthanize without us stepping in. Along, with rescuing euth list dogs we are looking to do a pop up low cost vaccination clinic and to start offering spay/ neuter to a few families a year that cannot afford the procedure. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Equipment: Food Crates Medical care Vaccinations Spay/ Neuter This grant would also help cis to be able to help at least (1) low income family get their dog spayed/ neutered as well, be able to offer some low cost vaccinations. (looking into a vet clinic that would be willing to help with this) 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. The benefit in the Temecula area is going to be decrease in unwanted pregnancies, so we are not having boxes of puppies left at AFV, out in the middle of Anza or puppies being abused/ neglected because the family is just overwhelmed and cant afford it. Vaccinations are key to health canine population, but it will reduce vet costs. A puppy that gets Parvo may not survive and if the family decides to get medical treatment it can cost a good $5,000 + in vet bills. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 100 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT - SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.* This grant will allow Kenai`s House not only to support local rescues be pulling dogs that need support and rehab, but an opportunity to get out in the community and offer affordable vaccinations and help a family get their dog spayed/ neutered. This not only helps to decrease the population of unwanted dogs but gives us the opportunity to educate the community of vaccinating and spay/neutering their pets. The change has to start somewhere, and we want to start that change. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $1,000.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES' Impact crates $2,000.00 Facilities/Rentll nsurance * nonprofit animal rescue insurance $1,OOO,OO Supplies* bowls, leashes, cones, toys $500.00 Marketing* social media, flyers, g❑ home resources $200.00 Services* Spay/ neuter, medical care, vaccinations $1,400.00 Food* dog food, treats $600.00 Other* transportation appointments and rescuing dogs from shelters $300.00 Staffing Expense $0.00 TOTAL REVENUE; TOTAL EXPENSES $6,000.00 $6,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Kenai's House, Inc PresidentlAuthorized Officer:* E-mail:* Shareen Harding, CEO _ Name & Title PresidentlAuthorized Officer Signature* Requested Amount: $5,000.00 Date 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization Phone:* If you have any questions, please contact. Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or 5tacey.Brown@TemeculaCA.gov (951) 694-6413 STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/11/2023 ESL ID: 6439845419 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 5097082 Entity Name; KENAVS HOUSE. INC 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 . 11 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) DEPARTMENT OF THE TREASURY INTERNAL REVENUE: SERVICE CINCINNATI OH 45999-0023 KENAIS HOUSE INC 31165 TEMECULA PKWY STE 350 TEMECULA, CA 9259.2 Date of this notice: 09-01-2022 Employer Identification N-Lunber: 88-3998252 Form: SS-4 Number of this notice: CP 5T75 E For assistance you may call us at: 1-800-829-4933 IF YOU WRITE, ATTACH THE STTJB AT THE END OF THIS NOTICE. WE ASSIGNED YOU AN EMPLOYER IDENTIFICATION NUMBER Thank you for applying for an Employer Identification Number (EIN). We assigned you EIN 88-3998252. This EIN will identify your entity, accounts, tax returns, tax returns, and documents, even if you have no employees. Please }peep this notice in your permanent records.. Taxpayers request an EIN for business and tax purposes. Score taxpayers receive CF575 notices when another person has stolen their identity and are operating using their information. If you did not apply for this EIN, please contact us at the phone number or address listed on the top of this notice. When filing tax documents, making payments, or replying to any related correspondence, it is very important that you use your EIN and complete name and address exactly as shown above. Any variation may cause a delay in processing, result in incorrect information in your account, or even cause you to be assigned more than one EIN. If the information is not correct as shown above, please make the correction using the attached tear -off stub and return it to us. When you submitted your application for an EIN, you checked the box indicating you are a non-profit organization. Assigning an EIN does not grant tax-exempt status to non-profit organizations. Publication 557, Tax. -Exempt Status for Your or_anization, has details -,n the application process, as well as information on re--,rns you may need to file. To apply for recognition of tax-exempt status, o _7_nization ~.:.-t complete an application on one of the following forms: Form 1023, A1i_'ication fiv =ecognition of Exemption Under Section 501(c)(3) of the Internal Revenue C;_._; Form 1,___31-EZ, Streamlined Application for Recognition of Exemption Under Section 501(c)(3) - -t-Le Internal Revenue Code; Form 10-24, Application for Recognition Under Section 56_1.=:.1; or Force. 1024-A, Application for Recognition of Exemption tinder Section 501(c)(4) -.he Internal Revenue Code. Nearly all organizations claiming tax-exempt status must file a Form 990-series annual information return (Form 990, 990-EZ, or 990-PF) or notice (Fo= 590-N) beginning with the year they legally form, even if they have not yet applied for or received recognition of tax-exempt status. If you become tax-exempt, you will lose tax-exempt status if you fail to file a required return or notice for three consecutive years, unless a filing exception applies to you (search www.irs.gov for Annual Exempt Organization Return: Who Must File). We start calculating this three-year period from the tax year we assigned the EIN to you. If that first tax year isn't a full twelve months, you're still responsible for submitting a return for that year. If you didn't legally form in the same tax year in which you obtained your EIN, contact us at the phone number or address listed at the top of this letter. For the most current information on your filing requirements and other important information, visit www.irs.gov/charities. (IRS USE ONLY) 575E 09-01-2022 KENA O 9999999999 SS-4 IMPORTANT REMINDERS: * Keep a copy of this notice in your permanent records. This notice is issued only one time and the IRS will not be able to generate a duplicate copy for you. You may give a copy of this document to anyone asking for proof of your EIN. * Use this EIN and your name exactly as they appear at the top of this notice on all your federal tax forms. * Refer to this EIN on your tax -related correspondence and documents. * Provide future officers of your organization with a copy of this notice. Your name control associated with this EIN is KENA. You will need to provide this information along with your EIN, if you file your returns electronically. Safeguard your EIN by referring to Publication 4557, Safeguarding Taxpayer Data: A Guide for Your Business. You can get any of the forms or publications mentioned in this letter by visiting our website at www.irs.gov/forms-pubs or by calling 800-TAX-FORM (800-829-3676). If you have questions about your EIN, you can contact us at the phone number or address listed at the top of this notice. If you write, please tear off the stub at the bottom of this notice and include it with your letter. Thank you for your cooperation. Keep this part for your records. CP 575 E (Rev. 7-2007) Return this part with any correspondence so we may identify your account. Please CP 575 E correct any errors in your name or address. 9999999999 Your Telephone Number Best Time to Call DATE OF THIS NOTICE: 09-01-2022 { } - EMPLOYER IDENTIFICATION NUMBER: 88-3998252 FORM: SS-4 NOBOD INTERNAL REVENUE SERVICE KENAIS HOUSE INC CINCINNATI OH 45999-0023 31165 TEMECULA PKWY STE 350 TEMECULA, CA 92592 FY 23/24 Community Service Funding (CSF) Grant Application 25 MICHELLE'S PLACE CANCER RESOURCE CENTER Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) conform Applicant Organization Name: Michelle's Place Cancer Resource Center Mailing Address:* 41669 Wjnchester Rd 101 * Year Organization Website: Founded: www.michellesplace.org 2001 Number of Paid Staff:* Number of Volunteers:* 10 175 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Kim Gerrish kim@michellesplace.org 9SI69954SS Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County Yes [,:- Business License No.* 036098 Copy of Business License* 2023 License - Michelle's Place (1).pdf https://css.temeculaca,gov 95.45KB Geographic Area(s) the ProjectlProgram Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Purple Ribbon Assistance MAX: $S,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-08-01 2024-06-30 41669 Winchester Rd Suite 101 Temecula, CA 92S90 Preferred Payment Method: Make Check Payable to:* (if grant is awarded.) Michelle's Place Cancer Resource Center Check Mailed Check Picked Up Dectrome Fife Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 2267780 To find CA Entity Status Letter. click the link below: h ttps://www.ftb. ca.gov/help/business/entity- statu s-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): 33-0951216 To find IRS Deductibility Status, click the link below: https:/Ia pps. irs.govla pp/eosl Date of Incorporation:" 11/01/2001 Attach State of California Entity Status Letter:" Michelle's Place Entity Letter 2023.pdf Attach IRS Deductibility Status:* IRS Letter EIN MP.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (fink below) State Registry Search Tool: Attach State Registry Docurnentlinfo* 370.12KB 11.91 KB https://rct.doj.ca.govNerification/web/Search.aspx? State Registry Tool info MP.pdf 101.77K9 facility=Y Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, ❑r interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer ❑f the organization? Yes No This Application has been authorized by the organizations: * Executive Committee Board of directors Members -at -Large Mission Statement Briefly describe the nonprofit organization°s missionlgoaIs and objectives: * Empowering individuals and families impacted by cancer through education and support services. Michelle's Place is a full service cancer resource center providing no cost assistance and support to families impacted by a cancer diagnosis. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? YP.. ;,., NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT AMOUNT** MONTH YEAR FUNDING OR SPONSORSHIP" RECEIVED* Cancer Support $50,000.00 2022 Services Cancer Support $S,000.00 2021 Services Cancer Support $5,000.00 2022 Services Purple Ribbon $1,000.00 2022 Assistance Purple Ribbon $1,000.00 2022 Assistance NAME OF CITY GRANT OR SPONSORSHIP CSF Reinvestment CSF Grant CDF grant CM-MAE ►xLy, UL A17 Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectlProgram Title; purple Ribbon Assistance 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' The Purple Ribbon Assistance program provides Temecula residents and their families that are impacted by cancer immediate assistance through providing grocery gift cards. A simple application is flied with a Community Health Worker to evaluate the financial barriers that prohibit a cancer patient frim accessing food for the household. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Funding will be used to provide cancer patients and their families with food. Through the Purple Ribbon Assistance program Michelle's Place will provide 100 residents with a max of $500 in grocery gift cards. Amount is determined by family size. if the max is not met, more residents will be served. This program provides support for 12 months once they are accepted into the program. If they have children under the age of 18, they are provided Back to School supplies. At Thanksgiving they receive all the fixings to make a Thanksgiving meal and at Christmas they receive food and holiday gifts for their children. Cancer patients should not have to worry about how to feed their families and provide basic needs items. Through the Purple Ribbon Assistance program, they are not alone. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.F TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Temecula residents that are impacted by cancer and currently in treatment will be invited to apply for the Purple Ribbon Assistance Program . This program is designed to provide immediate relief to families who are financially disabled during cancer treatment. The gift cards will be awarded to Temecula residents and their families to prevent food insecurity. 3b. ESTIMATE❑ NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 100 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." Michelle's Place offers immediate support to Temecula residents impacted by cancer and in treatment. The Purple Ribbon Assistance provides financial support to those in need of food in the form of grocery gift cards to promote the wellbeing of the citizens of Temecula. "No one should face cancer alone." Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page Z Amount contributed to the Project/Program by the Applicant Organization $1,800.00 Other grants or funding already awarded for Project/Program, if any 3rd District Supervisor CID, HWD, Stater Bros. Charities, Albertsons $105,000.00 In -Kind match amount or volunteer credit hours estimated amount $1,100.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* NIA $0.00 Facilities/Rentlinsurance * N/A $0.00 Supplies* Office supplies, postage $1,800.00 Marketing* copies, ads, emails and texts $1,600.00 Services* Transportation 1 Treatment assist 1 $23,000.00 Food* Meals, drinks, snacks at Back to School and Holiday event $5,500.00 Other* Grocery Gift Cards, food boxes, Holiday food program $81,000.00 Staffing Expense $54,000.00 TOTAL REVENUE.- TOTAL EXPENSES $1 '12,'90t -00 $112, 900M 00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: Michelle's Place Cancer Resource Center $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone: Kim Gerrish kim@michellesplace.org 951.699.5455 fame & Title PresidentlAuthorized Officer Signature* Date Time 2023-09-06 XILM geeeish IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/4/2023 ESL ID: 8453801277 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 2267780 Entity Name; MICHELLE`S PLACE CANCER RESOURCE CENTER 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 9IM3, 7:37 AM Details k....-__.-._....._-............._...__.,........-....,.-....n,«..-.......w.«.........�....,.:..._....-..._...�.�.._-.._..._.._.-�,.......�--,.._,.-...-...«.d...,..n......-.....................�..:-..:..��,...........:._:......�:.�.7=.-..-y:;::a:.�.-_,:+-raw.:w..._«..ww»v...w:...�.....«...�..Y.-.�.._�,.:.,�.w Orgatllzation Name: M 1011-1,LF'S PLACE. CANCER R "SCIURC'F CENTi :R IRS FFTN- 331I95121ti i t•'ntity Type: I'Liblic Benefit SOSIl 1 f3 C.I)E'1311rf1tCIC]r�+±fE[ll'J,a;i[}n Number: 22rti77NO Registry Status: RC"T Registralion Number: Record Type: Mato of Last Renewal; i Street;.'-._, ..--- E i Street Line 2: Cite. State Zip: C urrelit 13i;i91 ('11.111t} Rcr1stra6on 10 6!2022 Renewal .Duel.l xp. Date. 5/1512023 r. Issue i)ate: 1-17-2008 Effective Bate: 1: 1 T ]I IS DBA. 41m-0.` I N C I I F ST 1,R Itl.].. l(.l.lr......... TEN F'ClJl_,A CA 92590 Retilrn C heck. Notice 2010 Romr) Check Not w 201 r! -i pondence €rom Registry_ Rc1:01-15 t_ct,er =Renewal Filing 2421 Rcnewal F icing 2020 -- -- - _...- ......... ...... _... - ----- ----- _----.... __. _..-.._._.._.._ . .... - ......... .. ...... - -- - 'Renewal Filing 2(11(J CT-5 0 Fori22 RRF-1 Incomplete 20114 I16 Form 990 Series ,Form RRF-1 2111 Form RIZF-1 2018 Rela� N+ al 1= i lilg sty 17 1Fc)rm RRF'-1 2t1ih 'IRS Form 990 Series 2016 12015 RRF-1 2015 RRF-I SIRS Forn1 990 Series 2015 IRS Form 990 rt f €2014 RRF-1 2014 RRF-1 =2014 IRS %ot•ln 990 ....�...._.,. .. .. 2014, 1r1 Y [its F nnn 900 ...... ....... _ .. _.___ __....... __W � .. s RRF-I 2013 2013 RRF-I SIRS Form 990 201 J ,IRS . _ .... .. ...... _.__.. ___.._..... ___.... .......... 20B 1R5 Form 990 ..2 � RRF-1 201') 701? 11R17-1 _ ..� ...._._...................... lRS Fern, cf 2() 12 ...._..._.. -.._ .. '-1112 IRS Form 990 UU-1 201.1_ 2011 RRF_ I 11 RS Form 990 2011 201 1 IRS Form 990 1 1RRF- 1 201(1 2010 RRF-1 1 . . ..... ............_....---__.._._..._..._....._..--------------------- .._ ...................._ ' SF-1 2010 ,RP ^.__......................__ . _ ._...__.... _.._...__.. _._____...._.... _()1[l1{R -1 _ ._ . https:llrct.doj.ce.govNerii5cationfWeblDetails.aspx?result=Scc6c l 6f-cac3-4779-bDc6-37334acf3ab2 114 9/5123, 7:37 AM Details 1IRS Form 990 7(} 1 i} ?c:lt? [ItS Fi=rat 990 iStmus of Filinty: Accounting Period Begin Date: Accounting Period land Date: [,flint; Rceeh•cd Datc: t Form RRF-1 Reject/[iicomplele Reason: 2 Foriti C-T- TR-1 Reject, liiconipletc Rcassiet: lIRS Form 9911 Ile ,ject.=lncomplete Reason: Notes Frain lRegistr,, Staff: Status of filing: iAccounting Period Begin Bate: Accounting! Period End Date: Filing„ Received Date: Form IZRF-1 IZejcctAneomplele Rctison: Furitt C'[ 'rR-1 Rtject[IitCnntl)1ele Reasoit; IRti l'urni 990 Re] Cetri]itcompletc Reason: ;Notes Frain Registry Staff: 5[:itnS of Fi ing. lAccounting; Period Begin Date: Acconntinl; Period End Date: F'ilinn Reech,ed Date: pFuriit RIZF-1 Rejc.ctl[itcoinpIcte Reason- Forni CT-TIt-I Rejcct[Ineotnl)lete Reason: j [11S Forin 990 Reject[lncomplete Reason: Notes From RcgisI1,v S1off: j 5t:lttis of Filing_--�� I Accounting Period Begin Date: Accoon[inr Period End Date: Filing Rectived Datc: Forst RRF-1 Reject/[ncomplete Reason; xFornt C"1-1 It-1 IZeject Iitc(fmplefe Rea son: f1fIRS Form 490 Rejeetilncomplete Reason: kotes Front Rcglslry Staff: .status of Filing;: Accounting Period Begin Bate: pAccounting Period EAid hate: ll iling 13ecei=ed DRIC: Worm RRF-1 RejecUlincomplete Reason - Form (T-TR-I IRejeclllitcosuplete Reasott: ARS Form 990 Reject/Incomplete Reason: `Notes From Registl"t Staff: istait[s of I,mng: ,Accounting Period Begin (late: iAccouitting; Period End Date: (Filing Recek ed Date: 'Form RRF-I lReject/IncomI)lete Reason: jFurin CT-TR-I Reject/Incnntplete Reason; IRS Morin 9911 Rcjcrt!luconiplete Reason: 'totes Front Registry Staff-. Afxopuxl I F2011) 12/31i'201�] Q. 7; 201 1 Accepted Ix1z2Q11 11`31'2011 9;," 13!2012 :'accepted ¢� 3'27�2[i l .i Accepted 1r 1, 2013 12:31:2013 5. 11J'2014 Accepted I:I220l l 12 31=2014 h: 5, 2t115 ,lecvlticCl I 1 21ol5 I2.31 _"1015 5;16: 201 {, s F 6 r 3 s aStxftls (if Filing: Ac�xptcd ' f https-ilrct.doi.ca.gov/Varification[WebiDetails.aspx?result=6cc6cl6f-cac3-477&b4c6-37334acf3ab2 214 915123, 7:37 AM Details il ;+.ccuuitting Period Begin Dine: I : Accountitig Perlind End Date. iFiling Received Date: gFm-ni RRF-f Rejectllucompletc Reason; !Form C'T--TR-1 Rejectlineomptefe Reason: 1RS Forin 9911 Reject/€licomplete Ruson: Notts Fronk Ite;istry StaIT: 5t.tttls of Filing: I.Aecoun[itig Period Begin Dmie; 'Accounting Period End Date: "IIing Ile. Ce1\elf Dafc: jFnrm RRF-1 Reject/litcamplete Reams: €Form C 1_TR-I Rtjectilmum plet.e Reason: FIRS l or n 9911 Reject/Incomplete Reason: Notes Fmin Registry Stnff- �Si.ilus of filing: �:1eeclunting Period 13cgin Date: Accounting Period End [)site: Filing; Receh ed Bate: 'Form RRF-I Rr:jcet/lncumplete Rcasott: tl=orm CT-TRA Reject!]ttcomplete Reason: IRS Fr; rm 990 Reject/Incomplete Reason: ?lutes from Re-Istry Staff: xs[atus of F iling: yAccounting Period Begin Date: Accounting Period EIts/ Date: I.ilin" Rccei%Cd Date: ' omn RR.F-1 RejectlFncnnipletc Reason: 3Form C" -TR-1 RejeclAncomplete Reason: =IRS morn[ 990 Reject/Incompletc Rcusun: ;Notes From RegistryStatf: StAllis of Filing: �Acvilmiting Pet-iod Begin Date: •`Aecouuting Period End late: J-Him, Rteei+ed [late: Toros 11RF-1 Rejectllncomplete [Zellsilll: lForrn UY- R-1 ltcjectilucomplefe Rva%on: 1RS l'ai•in W RirjuctlluconipletE Reason; 'notch from Re hiry S(al'f: :Sliitus ttf I•iling: j:%cCOtill tin;,f Period Begin Date: Accounting Period I:tid Date: 1€,iling Rec:chcd Uaft: (Forst RRF-1 RejcctilllConlplete Reason: Form CT-TR-I Rejectllitcomplete Re.isoit: i IRS Form 990 Reject/Inewnpill etc Reason: Notes Fralln Registry Staff: 1 1:201 i ..._......._ .._.__........_..._...... Acceptoil 11'?t117 1')31 2_017 k)..1 (, I (M 8 Accepted li[!2oI fir 12 201 l} .._.... ......... ..... .._. ............... Acceptcd 1:`1 1019 12:31 20t9 H:ICi.�{1_I1 _..__..._.._.............. _.... __ _.... _._ ..... :Accepted 1. 1 ?02o 5-26:20,1 Acceptcd I 1 2021 12 31.2t.I'_1 7.',)' ' 2 11'rerrq T pe; PI-crequisitc Relationship - Charity Re-istranl: IZITEWAY CII,-ARITY S1:RVICES, ITC. Registration No: F..002S91 I RegistrationType- I=undraltim, 1.1011 Hate Esublished: I111'2017 Association Date: 1 1�2017 h tt ps:llrct. doj .ca.govNerifccati on/We hlDetail s.a sp x? res u l t� 6 c c6c 15f-c a c3-47 7 8- b O c6-37 3 3 4 a c €3a b 2 Re;istration Status: C'omplele Expiration lhte: 12:3 V2W .. _.-_............ ....... 314 915123, 7:37 AM Details Prrreq "Bpi . 111,L1,CquiSltc Relationship: Charity Registrant: RITE AY CHARITY SF-RV1CPS, INC. Re�-vistr'atIon Ni): E0030137 Re;;istratiolr Type: Fundraisin,w 1:Vem Regiktrntiou Status; (.'ompicle Date F_stahlishcd: Y 1 T201 7 ;association late: 1 1/2016 Expiration Date. I1:2016 Prereq Type: f11v1vqk1i"ilC R0210onship; C.ilii[ity t Re;islraril: I RI f I�: k A Y CI1.NItITY :i1,RNl I(TS. IN . Rel;istratiun No: 1 0032 3[)3 Rel;istration `Ape: FuIIkfnIisinI:.ent Regisirmion Status: Comizlele Daie Established; .. 2:•7r�i}1iI _. _...—.._..------------_.-----._ Association Date: .............---...__...._._._rr....._.._................_..._..._._,...._..._............._._u._..._............__._._._................_..........__......._........_........... 1:1..;2018 Expiration Date. 1�:?1:� 01iI I Prervq Type:•_._........ pi-el-equishe Relationship: `.�1ei1Ily Registrant: RITEWAY C.'H.ARITY SERVICES. INC. 12et;istr:etin►t tin: I...f][1;S?5[3 Registration Type: Fu11draisi11L I:1enr Registration Status C'umplele DaleFstalilished: _.... ? � 2019 association D:tte: 1 1-:2019 Expiration Date: 12.31 2t)19 Prereil Type- Pi-cwqukite Relationship: .. .... C 17aI'il}' . ....... ._ ... Registrant: R11 FW',,1Y C11ARI I Y SI-R1 R.EX INIC. Registration No: E-0041 W9 Fundraising h cnt Re-isi r'fttion 5tattis: Complete x Date 1_• SULUSlll'.tl: 1 (Qi7.: „i)2(f rI5SOC1ation Daty' 1 1.2020 Lxplration Date: 1213 1.20'10 IPrereq Type: l'rerei]uisite Rciatioitship: Charily ,. Registrant: I RITEW.- Y (A IARITY SEW1CFS. INC. Reg istration No: l-00421295 Registr•ation'l'�pe: l'undi•,tisinyg I-ve i Registralion Slulus: C•c1111plcle Date i.'.stahlished: 1 i21 2021 :Association D:tte: t/1 2021 1Sxpiratiun Date. 12:'11.2021 ttttpsPret-doj. ca. govNedfiradonNVeblDeta ils.aspx?result=6cc6c 16i- cac3-4 778-bOW-37334act3ab2 414 915123, 7:39 AM Tax Exempt Organization search Details I Internal Revenue Service Michelles Place EIN: 33-0951216 1 Temecula, California, United States Other Names MICHELLES PLACE CANCER RESOURCE CENTER MICHELLES PLACE BREAST CANCER RESOURCE CENTER Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List: Yes Deductibility Cade: PC Q Copies of Returns (990, 990-EZ, 990-PF, 990 -T) Electronic copies (images) of Forms 990, 990-EZ, 990-PF or 990-T returns filed with the IRS by charities and non -profits. \/ Tax Year 2020 Form 990 \/ Tax Year 2019 Form 990 \/ Tax Year 2018 Form 990 Tax Year 2016 Form 990 https:llapps.irs.govtappleosldetaits! 1 J2 FY 23/24 Community Service Funding (CSF) Grant Application 26 NATIONAL CHARITY LEAGUE INC MURRIETA-TEMECULA CHAPTER �� Community Service Funding Application C,, Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founded: https:llnationalcharityleague.org/chap National Chartity League 2016 Murrieta Temecula Chapter Mailing Address:* PO Box 1562 Number of Paid Staff:* Number of Volunteers:* fj r9 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Karen Quinlan- Chapter President Does the nonprofit have a current City of F Geographic Area(s) the Organization Serves:* Temecula Business License? Murrieta and Temecula r.. A current City of Temecula Business License may be required to submit prior to fund disbursement. Undemland Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Philanthropy Support MAX: $S,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program' 2023-09-15 2024-06-30 Preferred Payment Method: (if grant is awarded.) Crieck Mailed Check Picked Up Electronic File Transfer National Charity League Inc., Murrieta-Temecula Chapter PCB Box 1562; Temecula, Ca 92593 Make Check Payable to:* National Charity League Inc., Murrieta Temecula Chapter Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of GaI110Fnia Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 3963330 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/business/entity- statu s-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (ElN): S 1-4031603 To find IRS Deductibility Status, click the link below: https:/Ia pps. irs.govl'a ppleosl Date of Incorporation:" 11 /14/2016 Attach State of California Entity Status Letter:" EST leteer.pd Attach IRS Deductibility Status:* FinaILetter_81-4031603_NATIONALCHARITYLEAGUEINCINUR RIETA-TEMECULACHAPTER 12052016,tif Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) State Registry Search Tool: Attach State Registry Document/Info* 370.17KB 58.4KB https://rct.doj.ca.govNerification/web/Search.aspx? registry details.pdf 213.03KB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Fostering the mother -daughter relationship through an ongoing commitment to philanthropy, culture, and leadership. NCl_ Inc. Murrieta-Temecula Chapter is part of a larger national organization that was started in 1925. The national organization offers us mentoring and close monitoring of items such as our governing board, program structure, and financial management. Locally, members of the Murrieta-Temecula chapters members have served over 44,000 hours since our inception in 2016. The hours were served in over 30 different, locally -based, non-profit organizations directly impacting the residents of the City of Temecula and the surrounding areas. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT,. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT DO NOT SUBMIT NOW Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? yC ,j NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Philanthropy Support AMOUNT,* $3,S00.00 MONTH + YEAR FUNDING RECEIVED* November 2021 NAME OF CITY GRANT OR SPONSORSHIP Community Service Funding Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectfProgram Title; Philanthropy Support 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' JACOBS HOUSE: Our Grade Level classes (Grade 7-12) will each provide a month (for a total of 6 months) of homemade breakfast or lunch options for the temporary residents of Jacob's house. NCL will be able to create the menu, purchase, cook, package, and deliver the ideals to Jacob's House. This will give the temporary residents at Jacob's House the opportunity to feel the love of a home -cooked meal while focusing their time and energy on their loved ones in the hospital in Temecula. BACKPACKS FOR CHANGE: We will provide comfort care backpacks to Backpacks for Change a non-profit organization that provides backpacks to law enforcement to give to children and teens rescued from trafficking. Our volunteers will create the bags for various ages/ genders so they are provided with comfort and immediate necessities and toiletries once rescued in the Temecula area. ROTARY/ PROJECT TOUCH: Our members Will be making blankets for Rotary to give to the elderly/ families in need at their Christmas Dinner. We will also make blankets for Project Touch for the homeless who need warmth during the winter. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED." ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED .AND WHY_ JACOBS HOUSE: Funding provided will be used to give each class 5200 toward the purchase of food and packaging supplies to make homemade meals for Jacob's House. Additional funding will allow us to provide a rental space with a kitchen to create these meals and package them for delivery. BACKPACKS FOR CHANGE: We will use the funds to purchase bags/ backpacks, basic clothing items, blankets, toiletries, and small comfort items like toys or games. These funds will allow us to complete approximately 50-100 bags to assist this organization. ROTARY/ PROJECT TOUCH: The funds provided would allow us to buy material/blanket-making kits and fabric scissors for us to create these blankets for the elderly, needy families, and the homeless in the Temecula area. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.' TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. JACOBS HOUSE: Jacob's House provides its services to residents who need to be closer to the hospital to provide better care for loved ones while they are in Temecula hospitals. 30- 50 meals per month for 6 months. BACKPACKS FOR CHANGE: This organization will provide these backpacks to local law enforcement agencies who will in turn provide these bags to those who are identified as in need of these essentials. 50-100 bags ROTARY/PROJECT TOUCH: These blankets will be distributed to those within our community who are in need of blankets for the winter months. This will be done through the Rotary Christmas dinner and the ongoing outreach for Project Touch. Goal 50-100 blankets made. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECtJLA EXPECTEE) TO BENEFIT FROM THIS PROJECT/PROGRAM; 400 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 1 tC: 4. SUMMARY STATEMENT —SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." JACOB'S HOUSE (food & meal preparation, preparation space rental, packaging materials) Monthly class project to make homemade meals for temporary residents while family members are in Temecula hospitals.; BACKPACKS FOR CHANGE (toiletry items, small games/ toys, blankets, clothing, and 'bags) To provide law enforcement essential bags to give to children rescued from trafficking in the Temecula area.; ROTARY/ PROJECT TOUCH (blankets) To make blankets for the elderly, needy families, and the homeless of Temecula. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectfProgram by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any n/a $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* scissors $2.00.00 Facilities/Re ntli ns u ra nce * kitchen space rental $600.00 Supplies* bags, toiletries, clothing items, small games/toys, blankets,packaging $3,000.00 materials for the meals Marketing* n/a $0.00 Services* n/a $0.00 Food* breakfast and lunch items to create meals $1,200.00 Other* n/a $0.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $ 5,000.Do !65,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * National Chartity League Murrieta Temecula Chapter PresidentfAuthorized Officer:* E-mail:* Karen Quinlan _ Name & Title President/Authorized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-09-11 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contacr_: Phone:* Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9l812023 ESL ID: 8024965474 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 3963330 Entity Name; NATIONAL CHARITY LEAGUE, INC., NIURRIETA-TENIECULA CHAPTER 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) HOME_ A-euLIT MFLJ[ri =.V!E= F!FGUI A -{IONS RESOURCES f,ROGRAMS, .04TA+=,r Registrant Details Entity type: �.t-�rporate �_ - -. _ <-t y,,�r�. - - - q _' r� �stration documents. Organization Name: NATIONAL CFLU T1'Y LE.-',GLE, L C., M IRRIET4-TEMECT LA 01AAPTERIRS FEINT 814031603 Entity Type: Public Benefit SOSIFTB Corporate/Organization Number: 3963330 Registry Status: CwTent Renewal Due/Exp. Date: 10/ 15122a23 RCT Registration Number: CT0262014 Issue Date: 1/23/2019 Record Type: Charity Registration Effective Date: 1/23/2019 Date of Last Renewal: 4/24/2023 DBA: Mailing Address Street: PO BOX 1562 Street Line 2: City, State Zip: TEMECULA CA 92593 Filings &. correspondence CT-551D Foim RRF-1 Refiind Return Check Letter Renewal Filing 2022 IRS Forth 990 Series 2021. Fonn RRF-1 2021 Renewal Filing 2020 Renewal Filing 2019 Renewal Filing 2018 Form RRF-1 2017 CT-400 First Notice To Register Click on Document Type at the left to open PDF CT-402 Final Notice to Register Click on Document Type at the left to open PDF CT-470A Confirmation of Registration Click on Document Type at the left to open PDF CT-45IC Ist Delin-iieney Notice Click on Document Type at the left to open PDF Founding Documents Click on Document Type at the left to open PDF CT-550C Form RRF- I IIIeornglete Click on Document Type at the left to open PDF Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 6/1/2016 Accounting Period End Date: 5/31/2017 Filing Received Date: 3I112019 Form RRF-1 Rejeetllucomplete Reason: Form CT-111-1 RejectlIneomplete Reason: IRS Form 990 Reject/Incomplete Reason: _Votes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 6J112017 Accounting Period End Date: 5/31/2018 Filing Received Date: 3/1/2019 Form RRF-1 Rejeetllncomplete Reason: Form CT-TR-1 RejectlIncomplete Reason: IRS Form 990 Reject/Incomplete Reason:. Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 6/1/2018 Accounting Period End Date: 5/31/2019 Filing Received Date: 10/1/2019 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 6/1f2019 Accounting Period End Date: 5/31/2020 Filing Received Date: 10/24/2022 Form RRF-1 Rejeet/Incomplete Reason: Form CT-111-1 Reject/Incomplete Reason: IRS Form 990 Reject/Ineumplete Reason: :Votes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 6f 1/2020 Accounting Period End Date: 5/31/2021 Filing Received Date: 4/19/2022 Form RRF-1 Rejeet/Incomplete Reason: Resubmission/CorreetionAccepted Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff - Status of Filing: Accepted Accounting Period Begin Date: 611f2021 Accounting Period End Date: 5131/2022 Filing Received Date: 4/7f2023 Form RRF-1 Reject/Ineomplete Reason: Form CT-TR-1 RejectAncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Related Registrations & Event Reports The related records Ebown below depend on the recwd type being viewed • Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations. • Raffle Registrations relate to Raffle Repo-ts. • Click on the RCT Registration No to navigates to the related record. No Related Records Search in document Temecula ... IRS Determination Letter � I 1 / 2 Fit winds v View plain text I RL7faRL WWV SIRYWE Ii FAWnl r OF -AM TRrh99RT Y. O. ROIL M" -1x4ar.wrr, w>ff +sa4i DECr�L�� D Jp�leyer L9�nr-f ELertim HUMbETi Pate: 12 F016 11-J8YSi7l ULM; 7[d517iAOeA54fi 11ATI4NhL CILhl.1rY LJlkW5 JWC r SA "O'm PbY[tr4 KW.rTET A TEMLlr.A IAF.PW MaTo6R 2MVICR 71k 31954 17713 raR— cau 7dlatlA kb AEd-17S Qx[ret. 7.1.pbon. N�.— TFI+ MU. CA 4d591-9094 49,71 82!-550- A--ti.R 1'—d Lawny: d.a.rLl7oi 3d P.2ai, t'halitY st.t- 54i{}7 lsi P4r. 1p9/p!9-LLf4l4-R #lwo—di Yae Rl:OMI" Mar's p[ [Lr.p[1001 7PPr.W— 14, a91i _ C—L.0 jLi— b d-hihi LktY_ Yet Add—t— Jppli.., M. 00" aprai—it W'r* pleiwd [0 Ybll you w Osg—inld yaw°rl ..r'qt [TO. [.oral i.— tax .od.r I.t—.L Rv— cod. 43NO LeGRlwr 5414001 . Pi-- son A.*-6 CORLrl Wr%4bF [by kW to V— Linfte 1W 2—t-1an 17E. 1!--- ally gL.LLift d w -- L— d.d—Libl. bglPert.. .l... Cr.nlr.rl Cr girt* YndeT ..eeim 26SS, I1d1, er 15A1. Tbil l.tt.[ e.uld h.11r. —.I— q.l.tion. on.. .eaaYJ. Ale} x ep LL rcr your r*c*rds. OEgarLLthe ielu I —.pL —&— LH J. l— 3.11e191L aea Fag re.ae Clu.l [Lid a. either Puzil, tM GLea .r pri WLe Loanda'i'mo. .e d*[emhrAA Y—r• a pugllC ~$tv ripe rh. T.a£ 5.ctirlr Lizt.d at thr t y of thi. i.tter- I[ ]re i.dir-at ad at the tM .9 ULL. lerttar LhAt }Yw'rti YiO.ir" [0 1114 ►ak% }lPl l46-FyJAAP-R, My 6'[40r0R -ft— lrm'T. r.qul=.d to ril. a. aonwi kntuAUC1a1 17•CCurn [iVrs 449 .T r.— 749-1$] ®r wllctranic neTieF rp-M [len e. leateaYN1- di l"� dem't Ii1e e a ]uireQ [etrrn oa nntlCe 1x lriA yo v *vmpt Ltattrs Lill be iO[ar.1[1£ally rW Od- I:[ +.e LLidlUt" ad %h* [op o! 'AL+ 1.}tur Lb - as addmdlm rg1Llu. U. emi—id sddand= iJ an integral Bart of tbi. Letter. rnr inp—t—t l.lern.LIt- Abut ywr yy.[p®q}lEilitL.. i. a tu• .p. 0t511.161}[ 10a, go z `ror. 1" qu CMritke.. M[trr '1321-PC' in the d AVO Wr to V1eM P9bliF ti— 4P2:-Pt, £beryl aillC�' diktl� Epr 591 [n1131 R[bL lc CMri tier, ditLan U5Crlbel YQUE ICCOTEIA 9PIFA, LYppT[kaJ'. }RR 9U wianfea r.qulne..Ltt.. NATLOML CWMITY 1LWM I1tC irrtt.3 }+A Sidtelely- �Wlz- detlt" I. £-per OLMMay, Unyc Oryan 9.ti— INTERNAL REVENUE SERVICE P. O. BOX 2508 CINCINNATI, OH 45201 Date: D E C 12 2016 NATIONAL CHARITY LEAGUE INC MURRIET A-TEMECULA CHAPTER 31915 RANCHO CALIFORNIA RD 200-375 TEMECULA, CA 92591-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 81.-4031603 DLN: 26053742002966 Contact Person: CUSTOMER SERVICE ID# 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 509(a) (2) Form 990/990-EZ/990-N Required: Yes Effective Date of Exemption: November 14, 2016 Contribution Deductibility: Yes Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Farm 990/990-EZ/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 947 FY 23/24 Community Service Funding (CSF) Grant Application 27 NATIONAL CHARITY LEAGUE INC TEMECULA CHAPTER Community Service Funding Application T1, I.,,,, , Organization https://temeculaca.gov/grants CHECK THE BOAC TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Conferm Applicant Organization Year Organization Website: Name: Founded: www.temeculavailey.nationalcharityleE National Charity League, Inc., 2013 Temecula Valley Chapter Mailing Address:* Number of Paid Staff:* Number of Volunteers:* PO Box 891381 Temecula, CA 92589 0 204 Contact Name & Title:* Contact's Email:" Contact's Phone Number:* Danielle Jacques -Senior Project Coordinator Does the nonprofit have a current City of F Temecula Business License? Yes Business License No.* 055437 Copy of Business License* Business license exp 1-31-2024.pdf 389.77KB https: //css.temeculaca.gov Geographic Area(s) the Organization Serves:* Temecula Valley Geographic Area(s) the Project/Program Serves:. Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Healing Heart Tote Bags MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-06-01 2024-05-31 31938 Temecula Pkwy, Ste A #385 Temecula, CA 92592 Preferred Payment Method: Make Check Payable to:* (if grant is awarded.) National Charity League, Inc., Temecula Valley Chapter Check Mailed Check Picked Up Electronic File Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLET© RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS deductibility Status State of California Entity 1D: * 3577161 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/business/entity- status-letter.asp?WT.mc_id=akBEStatus IRS Employer Identification Number (EIN):* 46-2834204 To find IRS Deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Date of Incorporation:" 02/02/2015 Attach State of California Entity Status Letter: * Scan_20230912.jpg Attach IRS Deductibility Status:* Tax Exempt Organization Search Details _ Internal Revenue Service.html Provide further verification as follows — (one required, both preferred) First Page of most recent IRS Farm 990 Detailed info about your chanty found on the State Registry Search Tool (link below) You might find IRS Form 990 Attach First Page of Most Recent Form 990* 99€3 EZ 6-1-21 - 5-31-22.pdf 990.82KB 135A8KB 859.01 K8 on the link below: (990, 990-EZ, 990-PF, 990-T) https.//rct.doj .ca.govNe ri f icat i o n / W eb/Sear c h . a s px? facility Y State Registry search Tool. Attach State Registry Document/Info* https.//rct.doj.ca.gov/Verification/Web/Search.aspx? ❑etails.html 41.79KO facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Our mission is to foster the mother -daughter relationship through an ongoing commitment to philanthropy, cuiture and leadership. Temecula Valley Chapter is a local chapter of a very distinguished national organization. We have served over SQ,000 volunteer hours since 2013 with 23 local non-profit organizations that directly serve the residents of Temecula. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Undemiand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT FUNDED 6Y THE CITY GRANT OR SPONSORSHIP * Warrior Bags AMOUNT:* $5,000.00 MONTH + YEAR FUNDING RECEIVED* 12/2022 NAME OF CITY GRANT OR SPONSORSHIP Community Service Funding Program Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project/Program Title: Healing Heart Tote Bags 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' This year our senior project objective is to support our philanthropy partner, Empty Cradle. Empty Cradle supports women who have experienced the loss of their baby due to miscarriage, stillbirth, TFMR, infant death, SIDS, or SUID. The death of a baby is one of life's most devastating experiences. With these tote bags, we want to offer some hope and comfort to their aching heart. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.+ ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Along with the purchase of the tote bags we will be personalizing, inside we will purchase, make and include: a candle, boo"ournai & pen, handmade tied, no sew lap throw, bracelet with heart charm, handmade no -sew rice heating wrap, homemade scented soap bar, lip balm, foot and hand cream, flower seeds, and a white clay pot with cricut vinyl inspirational words placed on them. We will be ordering most materials supporting local businesses and doing the work ourselves. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. We hope to make a difference by providing some comfort to these women in their grieving process with handmade heartfelt tote bags. Empty Cradle will distribute these tote bags to the local hospitals, We are a class of 10 Nigh school senior girls and our goal is to mare 100+ bags 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 100 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: M 4. SUMMARY STATEMENT - SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.* Healing Heart Tote gags ....to comfort the grief of an aching heart and ease the pain of an empty cradle The senior class of 2024 is pleased to work with the National Charity League Executive Board and its Philanthropy Partners in an effort to help improve our community. As high school seniors we are required to complete a Community Service Leadership Project. The purpose of this project is to utilize our skills attained over the past 5 years of NCL and design a project that allows us to research, develop, and present for the chapter and community to participate in. This year we would like to support and work with Empty Cradle Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $250.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES" crlcut machine $500.00 Facilities/Re ntli ns u ra nce * N/A $0.00 Supplies` reusable tote bags, candles, soap kits, fleece material, journals, vinyl, $3,000.00 socks, rice, ribbon, bracelets, flower seeds, clay pots, embellishments, hand and foot creams Marketing N/A $0.00 Services' kk Local Temecula Candle Co $1,250.OD Food* NIA $0.00 Other' Misi 5500.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSE► s5,250.00 $5,250.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * National Charity League, Inc., Temecula Valley Chapter PresidentfAuthorized Officer:* E-mail:* Requested Amount: Leah Finn president@ncitv,org Name & Title President/Authorized Officer Signature* Date Time e7l, C,t "fr 2023-09- i 2 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Danielle Jacques -Senior Project Coordinator Name, Title, & Organization Phone:* If you have any questions, please contact: Search in document Temecula ... CA FTB Entity Status Letter � I / 1 Fit winds v View plain text nr�awEr■�r�elwo rar�wrri ■�>r.lo Omb 4131231% EEL ID 3K7 -(84 9!a c>++-rwe4r. an w1oM--s ■ml/' Nwm■IYn ■e YYr sW ■■w1w r d qe■ Prw Pt II4■ rmr EM%4 3srTlal EP■■yhwst J"-KftM 04AMTV .E qVe W- TONCULAWY LEWOMITEq ' rgFrMY�F ■. ,.T M■gF111 r-R�lsFtRr+rr 7s �4. i. T1f�.Y■+yl.-iPd'■f■■ie��lh�f+IsaF■F rP iyOy Y fieFv911Yi �-rrllyr�yr�.l■t-now N.�-iWr r--Fra+ti■r-CPtlP 1�1YCy 5■wsr.-33Tstt 1, 1YFY ngl�r-. �w�rwP.iwIII�AR+-�ir�1Y Ttq �r Pb^•Wbl dr® nollw�l�r n■!�t • rrg r'I�F rOWI. �- I-r 1�M ■�q �+w � sF CarlPns Pr id�r pr-w�r1y!•q �Lr'-gl. pwlw�.muw ,Wt .0 I.I ft ■ .,e who w M-irwo0- w Pw w ■rW wPW .0. r!ry rwww■"1Y [Sbr—~a H+-gWILe-,-A-*.@ -r1 Wr Warwn Q.Mb r. T"s 4d. n.-Mi) d"■ 1.0.'. Cao—*ry rw wf A■—wt-rw■ot.wY ,. I-rT eaY1rt Pr.Fii vY� 141 C r+orrn �f�e: rlit �. Im16■r■-■ ar. wr wpt�r 4 i-rgna6 a fin hIa■nn-■ R-■- wl B. p•1wn.P wi ■r ■nOr Crowd WM U. W.b IIY�4 I',—�2E TPII Fwn 1■r-c6lmm.P■-.._P1—!d-. na..sEm.■sc1 a-�wtr T.d� 3Piw, nvrrplC; �0 @ 1f�4 pr-r■•� yMll IIM-1 PI Ppil-W MIf�MP rn+ar�+wa IRe- er m-a STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 10/2/2023 ESL ID: 7336302338 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: Entity Name: NATIONAL CHARITY LEAGUE, INC., TEMECULA VALLEY CHAPTER ✓❑ 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. ✓❑ 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) • HOME • ABOUT • MEDIA • CAREERS • REGULATIONS • RESOURCES • PROGRAMS • CONTACT Registrant Details Entity type: Corporate Class as registered with the secretary of State or based on foundin & registration documents. Organization Name: NATIONAL CHARITY LEAGUE, INC., TEMECULA VALLEY CHAPTER IRS FEIN: Entity Type: Public Benefit SOS/FTB Corporate/Organizatio Registry Status: Current Renewal Due/Exp. Date: 10/15/2023 RCT Registration Number: CT0214184 Issue Date: 12/19/2014 Record Type: Charity Registration Effective Date: 12/19/2014 Date of Last Renewal: 11/15/2022 DBA: Mailing Address Street: PO BOX 891381 Street Line 2: City, State Zip: TEMECULA CA 92589-1381 Filings & Correspondence Founding Documents Founding Documents Confirmation of Registration Confirmation of Registration Letter Letter Renewal Filing 2022 Renewal Filing 2021 Renewal Filing 2020 Renewal Filing 2019 Renewal Filing 2018 Form RRF-1 2017 2016 RRF-1 2016 RRF-1 RRF-1 2015 2015 RRF-1 IRS Form 990-N 2015 2015 IRS Form 990-N RRF-1 2014 2014 RRF-1 IRS Form 990-N 2014 2014 IRS Form 990-N Annual Renewal Data Status of Filing: Accepted Accounting Period Begin 6/1/2013 Date: Accounting 5/31/2014 Period End Date: Filing Received 1/12/2015 Date: Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted INTERNAL REVENUE SERVICE P. D. SOX 2508 CINCINNATI, OH 45201 Date: DEC 09 ZU1j NATIONAL CHARITY LEAGUE INC TEMECULA VALLEY CHAPTER C/O JULIET GROSSMAN PO SOX 891300 TEMECULA, CA 92589-1300 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 46-2834204 DLN: 17053235363013 Contact Person: MS. GAISER ID#( 31609 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: May 31 Public Charity Status: 509 (a) (2) Form 990 Required: Yes Effective Date of Exemption: June 3, 2013 Contribution Deductibility: Yes Addendum Applies: No We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that you are a public charity under the Code section(s) listed in the heading of this letter. Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Letter 947 (DO/CG) FY 23/24 Community Service Funding (CSF) Grant Application OAK GROVE CENTER Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Conform Applicant Organization Year Organization Website: Name: Founded: culinarycreationsoakgrove.org Oak Grove Center i Cj8 Mailing Address:* Number of Paid Staff:Number of Volunteers:* 24275jeffersrn Ave, Murrieta, CA 0 (31 92562 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Tammy Wilson, LMFT, CEO tammyw@oakgrovecenter.org 9SI677SS99 Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License"? Riverside County Business License No.* OS4387 Copy of Business License* City of Temecula Business License 2023 exp 013 12024.pdf https://css,temeculaca.gov 234.54KB * Geographic Area(s) the ProjectlProgram Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Culinary Creations Program MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 41923 2nd Street, Ste 104, Temecula, CA 92590 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Dectronic File Transfer Make Check Payable to:" Oak Grove Center Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of CaliYarnia Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 1574925 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/business/entity- statu s-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): * 33-9479446 To find IRS Deductibility Status, click the link below: https://a pps. irs.govl'a ppleosl Date of Incorporation:" 09/24/1992 Attach State of California Entity Status Letter: * FTB Status Leiter.pdf Attach IRS Deductibility Status:* TAX ID Status Federal.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) State Registry Search Tool: Attach State Registry Document/Info* 371.91 KB 257.39KB https://rct.doj.ca.govNerification/web/Search.aspx? Charity Registration.pdf 1,35MB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* he mission of Oak Grove Center is to rebuild the lives of at -risk children and their families through educating, healing, restoring relationships., building character and instilling hope. Oak Grove Center specializes in serving California's most at -risk and vulnerable children and their families with the widest spectrum of services including residential, educational treatment, and day ,programming. In addition, we operate Oak Grove Center's Culinary Creations Bakery in Temecula, which provides our youth vocational training and hands-on programming as they actively participate in a working bakery. In addition, Oak Grove acts as a Workability site for students in high school programs in Temecula, Oak Grove is proud of preparing local youth for the world of work. Youth have gone on to become employed in the hospitality industry following graduation from the culinary training program, At Oak Grove Center our vision is to see broken lives healed and Dope restored. We are empowering success and transforming lives! UPON REQUEST, COPIES OF THE ORGANIZATIONS CURRENT BUDGETiFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO ❑EMONSTRATE SOUN❑ FINANCIAL MANAGEMENT, DO NOT SUBMIT NOW, Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? yC ,j NAME OF PROGRAM/PROJECT FUNDED 6Y THE CITY GRANT OR SPONSORSHIP * Community Service Reinvestment Program AMOUNT,* MONTH + YEAR FUNDING RECEIVED* Aug 2023 NAME OF CITY GRANT OR SPONSORSHIP Reinvestment Program Project/Program Description RECEIPTSIINV©ICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project]Program Title: Culinary Creations Program 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Culinary Creations is a unique vocational program designed to build vocational and culinary skills, as well as provided jobs for at -risk, vulnerable and/or special needs and disabled youth and TMI (Toward Maximum Independence) young adults through a retail store in Temecula. While core services seep to restore challenging circumstances and move youth frorn crisis to stability, Oak Grave Center's unique approach of supportive programs sets our agency apart. Culinary Creations provides hands-on vocational training to youth including customer service, culinary expertise, barista skills, inventory management, catering services and more. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND VVHY. Funds will be spent on the operating costs of the Bakery, including rent, utilities, supplies (which includes food for baking, supplies for the kitchen as well a take out containers, bags and boxes, etc.) "Other expenses" include payroll taxes, workers comp insurance, medical benefits and credit card charges related to transactions on sales. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IFAWARDED CITY FUNDING. While we expect to serve 70 youth through this program during the grant period, 4S will be Temecula residents. These Temecula youth will engage in hands-on vocational training at the Culinary Creations Bakery and/or on our main campus in Murrieta. Temecula youth may be either placed at Oak Grove, a Workability Student from local schools and or Young Adult Special Needs Students. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM; 1 C, 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS. At -risk, vulnerable Temecula youth and young adults participating in mental health services, local schools and colleges, the Toward Maximum Independence Program who will engage in hands-on vocational training programming in the Culinary Creations Program. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $100,000.00 Other grants or funding already awarded for ProjectlProgram.. if any CID grant, Founders Contribution, other fundraising and sales In -Kind match amount or volunteer credit hours estimated amount 11111116'111111141111a0�a010&1 =01:1i] a,:tilU:1411111111aloffiilel:41—AlA Tools/Equipment* Industrial Mixer and cooking utensils, pans and spatulas -spoons Facilities/Rentllnsurance* Rent and Utilities (electric, Internet) and shared utilities gas -water * $159,430.00 * $0.00 EXPENSES* $750.00 * $73,707.00 Supplies* baking supplies, coffee, bags and boxes, fruit and chocolate, plate, napkins, $135,000.00 silverware, cups Marketing* although a cost, not inClUded on this grant NA Services* NA Food* NA Other* Payroll taxes, Worker's Comp, Medical Benefits, Credit Card Charges * $0.00 * $0.00 * $0.00 $54,973.00 Staffing Expense $287,331 M TOTAL REVENUE; TOTAL EXPENSES $264,430.00 $264,430.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: Oak Grove Center $5,000.00 President/Authorized Officer:* E-mail:* Phone: " Tammy Wilson CEO Name & Title tammyw@oakgrovecenter.ori 951-677-5599 PresidentlAuthorized Officer Signature* Date y Jr 2023-09-13 _' llittiil� e,I'�r /I't�i►"Cit, �_-��� IF DIFFERENT THAN ABOVE, APPIGATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact. Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or 5tacey.Brown@TemeculaCA.gov (951) 694-6413 STATE OF CALIFORNIA FRANCHISE TAX BOARD FTB PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 918/2022 ESL ID: 7230475266 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: 1574925 Entity dame: OAK GROVE INSTITUTE FOUNDATION, INC. 1. The entity is in good standing with the Franchise Tax Board. ® 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Lis Web: ftb.ca.goV Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) State cif Californiai Office of the Department of Justice Attortiey General CAREERSHOME ABOUT MEDIA PROGRAMS CONTACT ■ Organization Name: OAK GROVE INSTITUTE FOUNDATION, INC. IRS FEIN: 330470446 Entity Type: Public Benefit SOSIFTB Corporate/Organization Number- 1574925 Registry Status: Current - Awaiting Reporting Renewal Due/Exp. Date: 5f 15/2022 RC,r Registration Number. 082134 Issue Date: 12/31/2005 Record'fype: Charity Registration Effective hate: 12/31/2005 Date of Last Renewal: 3/25/2022 DBA: Mailing Address Street: 24275 JEFFERSON AVE Street Line 2: City, State Lip: MURRIETA CA 92562 Filings & Correspondence Ppinding�1 ntsnts Founding D(wuments -1 20( Form -1 20 Fnrlrt ' -1 20( 2009 RRF-1 2008 IRS Farm 990 2007 RRF-I 2007 IRS Form 990 2006 RRF-1 2006 IRS Form 990 2005 RRF- I 2005 IRS Form 990 2004 RRF-1 2004 IRS Form 990 2003 RRF-1 2003 IRS Form 990 2002 RRF-1 2002 IRS Form 990 2001 RRF-1 2009 RRF-1 - 2009 IRS Form 990 2011 IRS Form 990 201 t RRF-I 2010 RRF-1 2010 IRS Form 990 2019 2019 RRF-1 2012 2012 RRF-1 116 form 990 2012 2012 IRS Form 990 RRF-1 2.01.3 2013 RRF-1 IRS Forlrt 92Q_2DII 2013 IRS Form 990 — — - -- — — RRF-1 2014 2014 RRF-1 IRS Form 990 2014 2014 IRS Form 990 2015 RRF-1 2015 RR17-1 2015 IRS Form 990 2015 IRS Form 990 -- - 201$ Farm RRF-1 Click on Document Type at the left to open PDF 2 16 I S Form 990 Sefies Click on Document Type at the left to open PDF Renewal Filing 2017 Renewal Filijig 2020 Status of Filing: Acceptcd Accounting Period Begin Plate: i/l/2010 Accounting Period End Date: 12/31 /2010 Filing Received Date: 11 / 14/201 1 Farm RRF-1 RejectfIncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Rejectllneomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1 /l /2011 Accounting Period End Date: 12/31/2011 Filing Received Date: 9/20/2012 Form RRF-I Rejectllneomplete Reason: Form CT-TR-I Rejject/[neomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: ,accepted Accounting Period Begin Date: I/112012 Accounting Period End Date: 12/3100 12 Filing Received Date: 11/18/2013 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/incomplete Reason: IRS Form 990 Rejeet/Incontplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2013 Accounting; Period End Date: 12/31/2013 Filing Received Date: 9/3/2014 Form RRF-1 Reject/incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin slate: 1/1/2014 Accounting Period End (late: 12/31/2014 Filing Received Date: 10/19/2015 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-I Reject/Incomplete Reason: IRS Form 990 RejectfIncomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/112015 Accounting Period End Date: 12/31/2015 Filing Received Date: 7/26/2016 Form RRF-i Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Rejectllncomplete Reason: Notes From. Registry Staff_ Status or Filing: — - - -- Accepwd Accounting Period Begirt Date: Illl2016 Accounting Period End Date: 12/31/2016 Filing Received Date: 9/7/2017 Form RRF-1 Reject/incomplete Reason: Form CT-TR-1 Rejectllncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Dotes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Irate: 11112017 Accounting Period End Irate: 12/31/2017 Filing Received Date: 9/18/2018 Form RRF-1 Rejectllncomplete Reason: Form CT-TR-1 Rejectllncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1 J11201 i; Accounting Period End Date: 12/31/2018 Filing Received Date: 1 1l18/2019 Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: ill/2019 Accounting Period End Date: 12/31/2019 Filing Received Date: 1/15/2021 Form RRF-I Reject/Incomplete Reason: Form CT-TR-I Rejectllncomplete Reason: IRS Form 990 Rejectllncomplete Reason: Notes From Registry Staff: Status of Filing: Accounting Period Begin Date: Accounting Period F;nd Date: Filing Received Date: Form RRF-1 Reject/Incomplete Reason: Form C -,rR-1 Rejectllncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Accepted 11112020 12/31 /2020 11 /23/2021 No Related Records internal Revenue Service Date: March 23. 2005 OAK GROVE INSTITUTE FOUNDATION INC % THOMAS LESTER 24275 JEFFERSON MURRIETA CA 92562-7285 Dear Sir or Madam: Department of the Treasury P. 0. Box 2508 Cincinnati, Obi 45201 Person to Contact: Ms. Regina Parker 31-07403 Customer Service Specialist Toll Free Telephone Number: 8:30 a.m. to 5:30 p.m. ET 877-829-5600 Fax Number. 513-263-3756 Federal Identification Number: 33-0470446 This is in response to your request of March 23, 2005, regarding your organization's tax- exempt status. In September 1992 we issued a determination letter that recognized your organization as exempt from federal Income tax. Our records indicate that your organization is currently exempt under section 501(c)(3) of the Internal Revenue Code. Our records indicate that your organization is also classified as a public charity under section 509(a)(2) of the Internal Revenue Code. Our records indicate that contributions to your organization are deductible under section 170 of the Code, and that you are qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Internal Revenue Code, If you have any questions, please call us at the telephone number shown in the heading of this letter. Sincerely, A4mw,WA,�&o Janna K. Skufca, Director, TEIGE Customer Account Services FY 23/24 Community Service Funding (CSF) Grant Application 29 ROCK YOUR RED Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Conform Applicant Organization Name: Rock Your Red for Heart and Stroke Awareness Mailing Address:* * Year Organization Founded: 2015 * Website: www.rockyourred.org Number of Paid Staff:* Number of Volunteers:* 0 14 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Denyse Wilson, CEO Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula, Murrieta, Lake Elsinore, Menifee Business License No.* OS4184 Copy of Business License* RYRBusi n essLocense.pdf https://css.temeculaca,gov 94.18KB Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* $5,000.00 MAX: $5,000 PER ORC Start Date:* 2024-02-23 Project/Program Title:* Rock Your Red for Heart and Stroke Awareness Annuai Event End Date:* 2024-02-23 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Physical Address of Project/Program* Pechanga Casing, Resort and Spa, 4500 Pechanga Parkway, Temecula, CA 92592 Make Check Payable to:` Rock Your Red Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, bath preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 4590840 To find CA Entity Status Letter, click the link below: h ttps://www.ftb.ca.gov/help/business/entity- status-letter.asp?WT.mc_id=akBEStatus IRS Employer Identification Number (ElN): 85-2536062 To find IRS Deductibility Status, click the link below: https:"apps.irs.gov/app/eos/ Date of Incorporation: 05/01 /2020 Attach State of California Entity Status Letter:* EntityStatusStateofCalifo mia. pdf Attach IRS Deductibility Status:* 20230816_045325.PDF Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below: http s:Jf rct. d of .ca.govNe ri f Ecat i o n /web/Sea rc h. a s px? facility=Y Attach First Page of Most Recent Form 990* 20230816_045339.PDF (990, 990-EZ, 990-PF, 990-T) 370.23KB 32.33KB 37.04KB State Registry search Toole Attach State Registry Documentnnfo" https llrrrt.dcP].ca.gOVNerlfcatipnlWeb/searth.aspk? DU].html facility=Y 11.8EKB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives: Mission: Is to significantly improve the cardiovascular health and Wellbeing of the members of our community through education awareness, training, support, and services to reduce the lives lost to cardiovascular diseases. Goal: To provide free/reduced preventable education & services to our Heart community to reduce the overall death rate by 10%. Objective: Promote a healthy way of living free of heart and stroke diseases where each person has a chance to make a healthy choice, UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT MONTH i YEAR FUNDING FUNDED BY THE CITY GRANT AMOUNT;* RECEIVED OR SPONSORSHIP * Rack Your fled event $5,000.00 12/2023 NAME of CITY GRANT OR SPONSORSHIP Community Service Funding Grant Program 0 $0.00 0 0 Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE x ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. ide'Stencl ProjectPrograrn Title: Rock Your Red for Heart and Stroke Awareness Annual Event 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* - Organize and provide free hand -only CPR training, stop the bleed training, cardiac & stroke awareness, and provide free lunch for all attendees. -Host free health fairs and expo events for our community providing resources and educational materials free. - Coordinate and host heart walks in our communities. Last year AHA cancelled their annual walk and Rock Your Red held a community walk with over 60 attendees. We also provided goodies bags and morning snacks and drinks. -Host annual Rock your Red community event at Pechanga with vendors, cardiac speakers, blood pressure checks, lunch and more. - Outreach programs teaching warning signs of heart attacks and stroke. - Provide BP tool kits, pamphlets, health screening for underrepresented population and community. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. (0) Host an annual fundraising event with lunch, health speakers, vendors, etc., at Pechanga Casino Resort for our community to educate and bring awareness about heart and stroke diseases. (1) Purchase portable AEDs and educational supplies for training (2) Purchase BP & Emergency medical kits. (For resident training) (3) Purchase marketing materials for Health & Wellness seminars, and pay monthly expenses for website, etc. (4) Offer discount price to Temecula residents at events. (5) Provide meal gift cards to assist Temecula residents after cardiovascular surgeries (6) Free lunch/snacks for Temecula residents at health events hosted by Rock Your Red. (7) Host mini health fairs in Temecula with AHA, TVH, Wellness Coaches 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Our programs, workshops, trainings, webinars and services will be customized to accommodate our diverse community by focusing on their needs, healthy, overall well-being, but not limited to our seniors, military, special needs, adults, school aged, homeless, etc. Our services will cover and consist of those who live in Temecula areas of 92590, 92591, 92592.. These services will be reduced or free to our Temecula residents. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 3c. ESTIMATED NUMBER OF VOLUNTEERS x INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Cardiovascular disease is the leading cause of deaths in the United States, according to the Center for Disease Control and Prevention. The American Heart Association estimates that more than 90 million Americans are living with some form of heart disease or ,after-effect of stroke. These grant funds will he used for our Temecula residents to provide programs, health events, workshops, wehinars to educate, our Men, women, children, special needs, homeless, military, etc. on how to live a healthy life, free of cardiovascular diseases for all! This grant will allow us to provide services to our community while reducing the death rate of cardiovascular diseases. Thank you. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES` $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $1,800.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $600.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES' faxlscanner, shredder, credit card reader, ipad $1,675.00 Facilities/Rentllnsurance* Bus. License, Tax insurance, incorporation insurance preparation $2,000.00 Supplies* Ink, printer, paper, fax/scanner $1,841.00 Marketing* FB marketing, uniforms, marketing materials for events $1,014.00 Services* website management $828.00 Food* expense for Pechanga event in February 2023 $2,658.00 Other* Permits to city for events/health $211.00 Staffing Expense $0.00 TOTAL REVENUE: MTAL EXPENSES $7,400.00 $10,227.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Rock Your Red PresidentiAuthorzed Officer:* E-mail:* Denyse Wilson, CEO - Name & Title PresidentlAuthorized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-08-25 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact: Phone:* Betsy.Lowrey@Ternecu[aCA.gov (951) 69 3-395 9 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/16/2023 ESL ID: 2632461350 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 4590840 Entity !Name; ROCK YOUR RED 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 . 11 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) Department of the Treasury Date: Internal Revenue Service 09/02/2022 Tax Exempt and Government Entities P.O. Box 250$ Employer ID number: Cincinnati, OH 45201 85-2536062 Person to contact: Name: Suzanne Richey ID number: 50750 Telephone: 877-829-5500 ROCK YOUR RED Accounting period ending: CIO SHARON DENYSE WILSON December31 Public charity status: TEMECULA, CA 92592 509(a)(2) Farm 9901990-EZ t 990-N required: Yes Effective date of exemption, May 1, 2020 Contribution deductibility: Yes Addendum applies: No DLN: 26053603004162 Dear Applicant: We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you"re a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 9901990-EZ1990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that are addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to ww.irs.govlcharities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which. describes your recordkeeping, reporting, and disclosure requirements. Sincerely, cx.. Stephen. A. Martin Director, Exempt Organizations Rulings and Agreements Letter 947 (Rev. 2-2020) Catalog Number 35152P Rock Your Red EIN: 85-2536062 I Temecula, California, United states Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions. users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List: Yes DeductibiLity Code; PC Q Determination Letter I Afavorable determination Letter is issued by the IRS if an organization meets the requirements for tax-exempt status under the Code section the organization applied. Final Letter(s) inaltetter 85-2536062_ROCKYOURRED 07202022^00.tif [https: Capps.irs.ggvZpubepostcard/dllfinaiLetker 85- 2536062 ROCKYOURRED D7202 22 001if Form 990-N (e-Postcard) Organizations who have filed a 990-N (e-Postcard) annual electronic notioe. Most small organizations that receive less than $50,000 fall into this category. Tax Period: 2022 [01/01/2022-12/31/2022) EIN: 85-2536062 Organization Name (Doing Business as): ROCKYOUR RED i Maiting Address: Organization Warne (Doing Business as): ROCKYOUR RED Mailing Address: Temecula, CA 92592 United States Principal Officer's Name and Address: Sharon Denyse Wilson Temecula, CA 92592 United States Gross receipts not greater than: $50,000 Organization has terminated: No Website URL: www.rockyourred.com • HOME • ABOUT • MEDIA • CAREERS • REGULATIONS • RESOURCES • PROGRAMS • CONTACT Registrant Details Enti e: Corporate Class as registered with the Secretaa of State or based on foundind & re istration documents. Organization Name: ROCK YOUR RED IRS FEIN: Entity Type: Public Benefit SOS/FTB Corporate/Organization Number: 4590840 Registry Status: Not Registered Renewal Due/Exp. Date: RCT Registration Number: Issue Date: Record Type: Charity Registration Effective Date: Date of Last Renewal: DBA: Mailing Address Street: Street Line 2: City, State Zip: TEMECULA CA 92592 Filings & Correspondence No Related Documents Annual Renewal Data No Annual Renewal Data Related Registrations & Event Reports The related records shown below depend on the record type being viewed: • Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations. • Raffle Registrations relate to Raffle Reports. • Click on the RCT Registration No to navigate to the related record. No Related Records FY 23/24 Community Service Funding (CSF) Grant Application 30 ROTARY CLUB OF TEMECULA �� Community Service Funding Application C, Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization * Year Organization Website: Name: Founded: www.rotarycluboftemecula.com Rotary Club of Temecula ° )75 Mailing Address:* PCB Box 64 Number of Paid Staff:* Number of Volunteers:* -1 11,E Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Susie Marshall Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula Yes No Business License No.* 054545 Copy of Business License" Business License 021523.JPEG i- https://css.temeculaca.gov 502.3KB * Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Food for TVUSD low income students and families during cold winter MAX: $5,000 PER ORG months Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 PO BOX 64 Temecula CA 92593 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Dectronic Fife Transfer Make Check Payable to: Rotary Club of Temecula Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 0776714 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/business/entity- statu s-letter.asp?1NT.mc_i d=a kB EStatus Provide further verification as follows:* Date of Incorporation:* 05/04/1999 Attach State of California Entity Status Letter:* RCDT Entity Letter.pdf (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry .Search Tool [link below] Attach First Page of Most Recent Form 990* You might find IRS Form 990 990 first page.pdf on the link below: (990, 990-EZ, 990-PF, 990 T) https:/Irct.doj.ca.govNerif ication/web/Search.aspx? facility=Y 370.08KB 124.03KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Rotary Internationals mission is "We provide service to others, promote integrity, and advance world understanding, goodwill, and peace through our fellowship of business, professional, and community leaders." Rotary Club of Temecula objective is to benefit the well-being of 200 or more low income students/families referred by Temecula Valley Unified School District (TVUSD) by providing food boxes Filled with staples, canned goods and proteins during the cold winter months. UPON REQUEST COPIES OF THE ORGANIZATIONS CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Ye' .,.: NAME OF PROGRAM/PROJECT MONTH +YEAR FUNDING FUNDED BY THE CITY GRANT AMOUNT:* RECEIVED* OR SPONSORSHIP* Food Boxes for Love `b30,000.00 January 2023 Income TVUSD Students and their families Food Boxes for Low $5,000.00 January 2022 Income TVUSD Students and their families NAME OF CITY GRANT OR SPONSORSHIP Reinvestment Grant CSF Grant Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. nderstand ProjectlProgram Title: Food for TVUSD low income students and families during cold winter months 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* Temecula Valley Unified School district provides a list of low-income students and families needing supplemental food assistance in the cold Weather- months of November and December. Grant funding will assist RC Temecula in the purchase of proteins (turkey and hams) and grocery store cards with Rotarians providing canned vegetables and fruits and dry packaged staples to fill food boxes, averaging from 200 to 350 boxes a year, to promote the health and well-being of Temecula residents, 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERViCES TO BE PURCHASED AND WHY. A grant of $5,000 will be used to purchase proteins such as turkeys and hams to supplement the canned and dry packaged foods donated by the members of RC Temecula. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. More than 200 low income students/families determined by the Temecula Valley Unified School District will receive food boxes to promote the wellbeing of Temecula residents during cold winter months. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 500 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* The Rotary Club of Temecula is committed to providing food boxes benefiting over 200 Temecula Valley Unified School District low-income students/fa milies equivalent to 600 residents, Residents are supplied with canned goods, staples, and proteins to promote community members' wellbeing during the cold winter months. Thank you. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $27,500.00 Other grants or funding already awarded for Project/Program, if any Rotary District 5330 Grant $2,500.00 In -Kind match amount or volunteer credit hours estimated amount $25,000.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* Tools $0.00 Facilities/Re ntli ns u ra nce * Rent $0.00 Supplies* Supplies $0.00 Marketing* Marketing $0.00 Services* Services $0.00 Food* Food that needs to be purchased (turkeys, hams, potatoes) $35,000.00 Other* Volunteer hours $25,000.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $60,0GO.00 $60,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Rotary Club of Temecula PresidentlAuthorized Officer:* E-mail:* Shane Lesovsky _ Name & Title PresidentlAuthorized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-08-29 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact: Phone:* Betsy.Lowrey@Ternecu[aCA.gov (951) 69 3-395 9 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/22/2023 ESL ID: 6594743071 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 0776714 Entity Name; ROTARY CLUB OF TEMECULA. INC. 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 f. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) FY 2023-24 Community Service Funding (CSF) Grant Applications 31 SAFE FAMILY JUSTICE CENTERS Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Conform Applicant Organization Year Organization Website: Name: Founded: www.safefjc.org SAFE FamilyJustice Centers 1998 Mailing Address: * Number of Paid Staff:* Number of Volunteers:* 28910 Pujol St. Temecula CA 92S90 28 10 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Marshall Hamilton, Supervising marshal Ihamilton@safefamiliesca. Family Specialist Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License? County of Riverside (Temecula/Murrieta/Riverside/l ndio) A current City of Temecula Business License may be required to submit prior to fund disbursement. Understand Geographic Area(s) the Project/Program Serves: City of Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:' s5,000.00 Temecula SAFE Families MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program * 2023-10-01 2024-09-30 28910 Pujol St. Temecula CA 92590 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* SAFE Family Justice Centers Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 2041277 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.goWhelp/business/entity- status-letter.asp?1NT.mc_id=akBEStatus IRS Employer Identification Number (EIN): 19-9162947 To find IRS Deductibility Status, click the link below: https:t/apps.irs.gov/app/eos/ Date of Incorporation: 07/08/2024 Attach State of California Entity Status Letter:* CA Business Entity.JPG Attach IRS Deductibility Status:* IRS Letter (2).pdf Provide further verification as follows: (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* 90.75KB 587.54KB You might find IRS Form 990 2022 990 (2).pdf 1.15MB on the link below: (990, 990-EZ, 990-PF, 990 T) https:llrct.doj.ca.govNerification/Web/Sea rch.aspx? fadlity_Y State Registry Search Tool: Attach State Registry Document/Info* https://rct.doj.ca.govNerification/Web/Search.aspx? 5tate.pdf 322.94K8 facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit orga n ization's missionfgoaIs and objectives:' SAFE Familyjustice Centers provides services for children, youth, and families Who have experienced or are at -risk of abuse and violence. We provide emergency and case management assistance to the individuals that we serve to help them become safe, stable, and free from abuse. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? le I - NAM E OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * CDBG Funding AMOUNT:* $7,000.00 MONTH + YEAR FUNDING RECEIVED* July 2023 NAME OF CITY GRANT OR SPONSORSHIP City of Temecula Project/Program Description RECEIPTSfINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE x ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. ldaIstand ProjectProgram Tale: Temecula SAFE Families 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* Temecula SAFE Families is a stability program for individuals who have experienced violence. SAFE FJC provides comprehensive services to adults and children following abuse, these individuals need help with counseling, orientation to county and criminal justice systems, housing, transportation, and access to basic needs. This grant will allow for us serve individuals who have experienced violence in Temecula. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED." ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Emergency and basic needs items for clients experiencing abuse. Assistance will be provided to help adults and children with grocery, gas, hotel, and transportation assistance. Clients will be provided with gift cards from large retail companies (walmart, gas cards, lyft, etc.) to meet this need, 3.'EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Following violence; adults and children who are often left displaced and without resources. SAFE FJC will be able to provide services for victims that reside in Temecula that are much needed such as food, clothing, gas, and other basic needs while receiving assistance with safety planning, education, case management, court accompaniment, therapy, and crisis intervention. SAFE FJC seeks to reduce the effects of trauma on our Temecula residents. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 75 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Grant funds will assist SAFE FJC in providing comprehensive services to Temecula residents who experience abuse and are in need of help with basic needs, safety, and crisis services. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant Amount contributed to the Project/Program by the Applicant Organization Other grants or funding already awarded for Project/Program, if any COBG Temecula In -Kind match amount or volunteer credit hours estimated amount LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* Company Owned Equipment Fac Iities1Rent/Insurance* City of Temecula sponsors building Supplies* Gift Cards for basic needs Marketing NIA Services* Services to victims are free Food* NIA Other* N/A.. Staffing Expense TOTAL R��'yyEVEN UE; say, 7i�{] OO TOTAL EXPENSES $10,00 o)a REVENUES* $5,000.00 Refer to Page 2 $7,000.00 $73,008.00 EXPENSES* $0.00 * $0.00 * $10,000.00 * $0.00 * $0.00 * $0.00 $0.00 * $49,920.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: Requested Amount: SAFE FamiiyJustice Centers $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Adriana Moreno, CEO adrianamoreno@safefamilies. _ Name & Title PresidentlAuthorized Officer Signature* Date 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Marshall Hamilton, Supervisor & SAFE Family Justice Centers Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or Macey.Brown@TemeculaCA.gov (951) 694-6413 Search in document Temecula 1 /1 SAFE Family Justice Centers CA FTB Entity Status Letter Rme's( certificate Fit windc v intronl Fohng Cate 12/1W1998 Sratus Active Standing - SOS Good Standing - FTQ Good Standing - Agenr Good Standing -VCFCF Good Formed to CALIFORNIA Errrity Type Nonprofit Corporauon - CA Public Benefit Prlmcrpa)Address 28910 PUJOL STREET TEMECULA, CA9259D Mailing 28910 PUJOL STREET TE MEC U LA. CA92590 Storeme,nt of Info 12/31 /20,24 Due Dare Ageor Individual Katie Gilbertson 28910 PLJOL STREET TEMECULA, CA 9259`' View plain text STATE OF CALIFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 10/2/2023 ESL ID: 3759953994 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: Entity Name: SAFE FAMILY JUSTICE CENTERS ✓❑ 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. ✓❑ 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. ❑ 4. We do not have current information about the entity. ❑ 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) State of California Department of Justice Office of the Attorney General SERVICE DISRUPTION - Site will be unavailable intermittently from Wednesday September lath, 2023 6:15 PM to Thursday September 21 st. 6:00 AM type:Registrant Details Entity / // ' / ' / with the Secretary of State or based on founding & registrationdocuments- Organization Name: SAFE FAMILY JUSTICE CENTERS IRS FEIti: 911962947 Entity Type: Public Benefit SOS/FTB Corporate/Organization Number: 2041277 Registry Status: Current RCT Registration Number: 111953 Record Type: Charity Registration Date of Last Renewal: 81/10. 2023 ■ Street: Street Line 2: City, State Zip: Filings Explanations For Yes Answers Renewal Due/Exp. Date: Issue Date: Effective Date: DBA: ! Address 28910 PUJOL STREET TEMECULA CA 92590 Correspondence 2022 2/15/2024 9/30/2006 9/30/2006 SAFE FAMILY JUSTICE CENTERS IRS Form 990 Series 2022 Online Renewal Submission 2022 Form RRF-1 2022 Renewal Filing 2021 Renewal Filing 2020 IRS Form 990 Series 2019 Renewal Filing 2019. Form RRF-1 2019 Renewal Filing 2018 IRS Form 990 Series 2017 CT-550 Form RRF-1 Incomplete 2017 CT-550 Form RRF-1 Incomplete 2017 Renewal Filing 2017 2016 IRS Form 990 Series 2016 IRS Form 990 Series 2016 Form RRF-1 2016 Form RRF-1 2015 RRF-1 2015 RRF-1 2015 IRS Form 990 2015 IRS Form 990 RRF-1 2014 2014 RRF-1 IRS Form 990 2014 2014 IRS Form 990 RRF-1 2013 2013 RRF-1 IRS Form 990 2013 2013 IRS Form 990 RRF-1 2012 2012 RRF-1 IRS Form 990 2012 2012 IRS Farm 990 RRF-1 2011 2011 RRF-1 IRS Form 990 2011 2011 IRS Form 990 RRF-1 2010 2010 RRF-1 IRS Fomi 990 2010 2010 IRS Form 990 RRF-1 2009 2009 RRF-1 IRS Form 990-EZ 2009 2009 IRS Farm 990-EZ Annual Renewal ■ r Status of Filing: Accepted Accounting Period Begin Date: 10/112009 Accounting Period End Date: 9/30/2010 Filing Received Date: 5/12/2011 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 10/1/2010 Accounting Period End Date: 9/30/2011 Filing Received Date: 3130/2012 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 101112011 Accounting Period End Date: 9/30/2012 Filing Received Date: 4/18/2013 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 10l1/2012 Accounting Period End hate: 913012013 Filing Received Date: 5/19/2014 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Rejectllncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 10/1/2013 Accounting Period End Date: 9 3012014 Filing Received Date: 5,18/2015 Form RRF-1 Reject/incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 101 2014 Accounting Period End Date: 9: 30 2015 Filing Received Date: 5r 16:2016 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Rejectllucomplete Reason: IRS Form 990 Reject/Incomplete Reason: :NTERNAL REVENUE SERVICE DISTRICT DIRECTOR P. O. BOX 2508 CINCINNATI, OR 45201 Date: SAFE ALTERNATIVES C/O ALICEN WONG PO BOX 1070 DEPARTMENT OF ': MR TREASURY Employer Identification Number: 91-1962947 DLN ; 17053120023019 FOR EVERYONE INC Contact Person: MURRIETA, CA 92564 Dear- Applicant: REBECCA S BOWDEN 1D# 31183 Contact Telephone Number: (677) 829-5500 Accounting Period Ending; September 30 Foundation status Classification: S09(a) (l) Advance Ruling Period Begins: December 10, 1998 Advance Ruling Period Ends; September 30, 2003 Addendum Applies: No Based on information you supplied, and assuming your operations will be as stated in your application for recognition of exemption, we have determined you are exempt from federal income tax under section 501(a) of the Internal Revenue Code as an organization described in section 501(c) 0). Because you are a newly created organization, we are not now making a final determination of your foundation status under section 509(a) of the Cade. However, we have determined that you: can reasonably expect to be a publicly supported organization described to sections 509(a)(1) and 170(b)(1)(A)(v). Accordingly, during an advance ruling period you will be treated as a publicly supportedorganization, and not a9 a private foundation. This advance ruling period begins and ends on the dates shown above. Within �O daR�4 after the end of your advance ruling period, you must send us the information needed to determine whether you have met the require- ments of the applicable support test during the advance ruling period. If you establish that you have been a publicly supported organization, we will classi- fy you as a section 509(a)(1) or 509(a)(2) organization as long as you continue to meet the requirements of the applicable support test. If you do not meet the public support requirements during the advance ruling period, we will classify you as a private foundation for future periods. Also, if we classify you as a private foundation, we will treat you as a Private foundatiorx from your beginning date for purposes of section 507(d) and 4940. Grantors and contributors may rely on our determination that you are not a private foundation until 90 days after the end of your advance ruling periD;i If you send us the required information within the 90 days, grantors and contributors may continue to rely on the advance determination until we make a final determination of your foundation status. 1E we publish a notice in the Internal Revenue Bulletin stating that we Letter 1045 (DO/CG) INTERNAL REVENUE SERVICE P. O. Box 2508 CINCINNATI, OH 45201 Date: DEC 3 0 2003 SAFE ALTERNATIVES FOR EVERYONE 114C 30520 RANCHO CALIFORNIA RD 107 TEMECULA, CA 92591-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 91-1962947 DLN : 17053291735043 Contact Person: I{AREN CHAO IV# 31003 Contact Telephone Number: (877) 829-5500 Public Charity Status: 170 (b) (1) (A) (vi) Our letter dated May 1999, stated you would be exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code, and you would be treated as a public charity during an advance ruling period. Based on our records and on the information you submitted, we are pleased to confirm that you are exempt under section 501(c)(3) of the Code, and you are classified as a public charity under the Code section listed in the heading of this letter. Publication 557, Tax -Exempt Status for Your Organization, provides detailed information about your rights and responsibilities as an exempt organization. You may request a copy by calling the tall -free number for forms, (800) 829-3676. Information is also available on our Internet Web Site at www.irs.gov. If you have general questions about exempt organizations, please call our tall -free number shown in the heading between 8:00 a.m. - 6:30 p.m. Eastern time. Please keep this letter in your permanent records. Sincerely yours, Lois G. Lerner Director, Exempt Organizations Rulings and Agreements Letter 1050 (DO/CG) FY 23/24 Community Service Funding (CSF) Grant Application 32 SMILES BY ANGELS FOUNDATION Ift Community Service Funding Application IN �R (T 11, o� .�_i.r Fi:.. -C I I I:.- Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Name: Smiles By Angels Foundation Mailing Address: * * Year Organization Founded: 2019 * Website: littps:llsm i Iesbya ngel s.o rgl Number of Paid Staff: * Number of Volunteers: 0 30 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Luis Peralta Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside, LA, San Bernardino Counties Yes No A current City of Temecula Business License may be required to submit prior to fund disbursement. Understand Project/Program Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Amount Requested:* Project/Program Title:* $5,000.00 Temecula Smiles MAX: $5,000 PER DRG Start Date:* End date: * Physical Address of Project/Program* 2023-08-01 2024-12-31 42248 Via Nortada, Temecula, CA 92590 Preferred Payment Method: Make Check Payable to:* (If grant is awarded.) Smiles By Angels Foundation Check Mailed Check Packed Up Electronic File Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes Na IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS deductibility Status State of California Entity I0:* 4287742 To find CA Entity Status Letter, click the link below:. http s://www.ft b. ca.gGv/h e I p Ib u s i n ess/e nt ity- status-Ietter.asp7wT.mc_id=a kBEStatus IRS Employer Identification Number (EiN): * 8419`}1401 To find IRS Deductibility Status, click the link below: https.//app!s.irs.gov/app/eos/ Date of Incorporation:* Attach State of California Entity Status Letter:* FTB exemption letter.pdf Attach IRS Deductibility Status:* IRS determination letter.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 994 Detailed info about your charity found on the State Registry Search Tool (link below) You might find IRS Form 990 Attach First Page of Most Recent Form 990 * 990-N 2022.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) 370.1 KB 423.54KB 8011K8 https://rct.d oj,ca.govIVe ri f icat i o n /We b/Sea rc h, a s px? faciliity Y State Registry Search Tool: https:/Irct.doj. ca.govNerification/Web/Search.aspx? facility=Y Application Authorization Attach State Registry Documentllnfo* Proof of Registration & Active Status with the CA Attorney 181.573fB General's Office 7-27-23,pf d Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:* Executive Committee Board of Directors Members -at -Larne Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Smiles By Angels is a nonprofit organization dedicated to providing books to underserved children in hospitals, foster care, and various communities. Our mission Is to empowerthese disadvantaged and underserved children by promoting literary, inspiring hope, strength, and joy through the gift of reading. By giving children access to books, we not only put smiles on their faces but also help improve their literacy skills, reduce their stress, and transport there to different worlds through the power of storytelling. We 'believe that literacy Is a fundamental right and an essential toot for personal growth, education, and success in life. By providing books to children facing difficult circumstances, we aim to create positive changes and foster a love for reading that will stay with them throughout their lives, Our vision is to create a world where every child, regardless of their background or circumstances, has access to books and the opportunity to improve their literacy skills. We envision a society where the gift of reading not only brings smiles to children's faces but also opens doors to brighter futures, better education, and improved well-being. A grant will enable us to reach a larger number of underserved children in hospitals, foster care, and other communities, By partnering with institutions like Riverside County Hospital, Oak Grove Center, Brandywood Foundation, and others, we will distribute age -appropriate books to children who need them the most. We aim to enhance literacy rates by encouraging children to read and fostering a love for books. Studies have shown that reading to hospitalized children can reduce pain and stress, which can have a positive impact on their overall well-being. Improved literacy can lead to bettered ucational outcomes and increased opportunities for success UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET,'FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA°S AUDIT,. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes Nc Project/Program description RECEIPTVINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJECTIPROGRAM AS DESCRIBED HERE. Uflderstand ProjectlProgram Title: Temecula Smiles 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* In our pursuit to empower communities and organizations to inspire hope, strength, and joy in disadvantaged and underserved children through literacy, we have outlined the following success criteria and measurable outcomes. Short-term Success Criteria: 1. Book Distribution: Distribute 1,000 new books to hospitalized children, foster care homes, and other communities in Temecula by the end of 2024. 2. Community Participation: Engage 50 new individuals or families in book donation drives within the next 6 months. 3, Partnerships: Establish partnerships with 3 more foster care homes to extend our reach. Long-term Success Criteria:. I . Literacy Rate Improvement: Over the next 3 years, contribute towards improving literacy rates in the communities we serve, as measured by local education authorities. 2, Continued Community Involvement: increase community participation in our initiatives by 25% annually for the next 3 years. 3. Sustained Partnership: Maintain enduring partnerships with hospitals, foster care homes and other community organizations, with a minimum of onejoint activity per quarter. Measurable Outcomes: I , Book Distribution: Track the number of books distributed to children in need. This not only encourages literacy but also brings joy and reduces stress as per research findings. 2. Donation Drives: Measure the success and growth of donation drives by tracking the number of books donated and the number of donors participating. 3. Partnerships: Keep a record of new partnerships established and joint activities undertaken with partner organizations. 4. Community Engagement: Monitor the number of families and individuals participating In our book shopping, sorting, and packing activities.. 5, Literacy Improvement: Work closely with local education authorities and partner organizations to measure improvements in literacy rates in our target communities. By meeting these goads, we move closer to ensuring no child is underserved when it comes to literacy. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. The grant funds will be utilized to procure 1,000 books to be distributed to Temecula children that use an existing or new partnership with hospitals, foster care organizations, and other communities. 3. EXPLAIN IHOW MS GRAFT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING, The books will be distributed only to Temecula -based children. 3b. ESTIMATED NUMBER OF PEOPLE FROM 3c. ESTIMATED NUMBER OF VOLUNTEERS TEMECULA EXPECTED TO BENEFIT FROM INVOLVED IN THIS PROJECT/PROGRAM: THIS PROJECTIPROGRAM: 310 1,000 4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Book Distribution: Distribute 1,000 new books to hosprtaiized children, foster care homes, and other communities in Temecula by the end of 2024. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* '%Ics e $0.00 Facilities/Rentli ns u ra nce * None $0.00 Supplies* ^J o,i e Marketing* None $0.00 Services* None $0.00 Food* None $0.©0 Other* Books 1,000 @ $5 each book Staffing Expense TOTAL REVENUE: $5,000.00 Compliance TOTAL EXPENSES $5,000.00 $5,000.00 $0.00 If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated on the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: . Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 66 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: Smiles By Angels Foundation President/Authorized Officer:* E-mai(:` Luis Peralta - President Name & Title President/Authorized Officer Signature* elv rF -) ?'fl'% Requested Amount: $5,000.00 Date Time 2023-07-28 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact., Betsy.Lawrey@TemeculaCA.gov (951) 693-3959 or Stacey.Brown@TemeculaCA.gov (951) 694-6413 Phone:' STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 5/19/2023 ESL ID: 7968348452 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 4287742 Entity Name; SMILES BY ANGELS FOUNDATION 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) INTERNAL REVENUE SERVICE P. A. BOX 2508 CINCINNATI, CH 45201 Date. JUN 1 8 2020 SMILES BY ANGELS FOUNDATION CIO LUIS PERALTA 925 STH PLACE HERMOSA BEACH, CA 90254-0000 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 84-1991401 DLN: 26053561001600 Contact Person: CUSTOMER SERVICE ID# 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 509(a)(2) Form 990/990-EZ/990-N Required: Yes Effective Date of Exemption: June 7, 2020 Contribution Deductibility: Yes Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records, Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. we determined you're a public charity under the IRC Section listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EE/990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the tap of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter 114221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Letter 947 -2- SMILES BY ANGELS FOUNDATION Sincerely, Director, Exempt Organizations Rulings and Agreements Letter 947 HOME ABOUT MEDIA CAREERS REGUI-Ai ION'-, RESOURCES F'ROGF AKA C:ONIAC'i Registrant Details Entity type: Corporate Class as registered with the Secretary of State or bused on founding & registration documents. Organization Name: SMILES BYANGELS FOUNDATION IRSFEIN: 841991401 Entity Type: PLiblic Benefit SOSIFTB CorporatelOrganlzatlon Number: 4287742 Registry Status: Current Renewal Due/Exp. Date: 5/15/2024 RCT Registration Number: CT0280096 Issue Date: 7/8/2022 Record Type: Charity Registration Effective Date: 71812022 Date of Last Renewal: 3/15/2023 DBA: Mailing Address Street: Street Line 2: City, State Zip: TEMECULA CA 92590 Filings & Correspondence Farm CT--TR-1 2022 Online Renewal Submission 2022 Renewal Filing 2021 Renewal Filing 2020 Form RRF-1 2019 Founding Documents Click on Document Type at the lets: to open PDF CT 451C 1st Delinquency Notice Click on Document Type at the left to open PDF Annual Renewal Data Status of Filing: Acceptod Accounting Period Begin Date: II112019 Accounting Period End Date: 12/31/2019 Filing Received Date: 7/25/2022 Form RRF- I Rejectllncomplete Reason Form CT TR-1 Relectflncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepter] Accounting Period Begin Date: 1/1/2020 Accounting Period End Date: 12/31/2020 Filing Received Date: 7/25/2022 Form RRF- I Reject/Incomplete Reason: Form C.T TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Acc owrting Period Begin Date: I / I /2021 Accounting Period End Date: 12/3 1/2021 Filing Received Date: 7/25/2022 Form RRF- I Reject/Incomplete Reaso►>: Form CT-TR-I Rejectllncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: C-Acccptcd Accounting Period Begin Date: I! I/2022 Accounting Period End Date: 12/31/2022 Filing Received Date: 3/ 11 /2023 Form RRF- I Reject/incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Related Registrations & Event Reports The related rwrords shown below depend on the record type being viewed Charity Registrations relate to Profes.:ional FundralKing Event:; which relate to Professional Fundrais;er Re�rlstratlons. Raffle Registrations Mate to Raffle Report=. Clint+ on the RCT Registration No to navigate to the related record No Related Records Form990-N Electronic Notice (e-Postcard) OMB No 1545-2085 Department of the Treasury for Tax -Exempt Organization not Required to File Form 990 or 990-E2 �©�� Inlemal Revenue Service D en to Public In ion A For the 2022 Calendar year. or tax year beginning 2022-01-Oland ending 2022-12-31 B Check if available C Name of Organization. SMILES BY ANGELS FOUNDATION D Employee Identification f _ Terminated for Business Number 84-1991401 Q Gro" receipts are normally 150.000 or less emecula, CA, US.. 9M E Website F Name of Principal Officer Imes Peralts Temecula. CA US, 92590 Privacy Act and Paperwork Reduction Act Notice: We ask for the information on this form to carry out the Internal Revenue taws of the United States You are required to give us the information We need It to ensure that you are complying with these laws The organization is not required to provide information requested on a form that Is subject to the Paperwork Reduction Act unless the form displays a valid OMB control number. Books or records relating to a form or its instructions must be retained as long as their contents may become material in the administration of any Internal Revenue law The rulas governing the confidentiality of the Form 990-N is covered in code section 6104 The time needed to complete and file this farm and related schedules will vary depending on the individual circumstances. The estimated average times is 15 minutes. Note: This image is provided for your records only. Do Not mail this page to the IRS. The IRS will not accept this filing via paper. You must file your Form 990-N (e-Postcard) electronically. FY 23/24 Community Service Funding (CSF) Grant Application 33 SOUTHWEST WOMEN'S CHORUS r Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founded: www.southwestwomenschorus.org Southwest Women's Choru 2004 Mailing Address:* Number of Paid Staff: Number of Volunteers:* president@southwestwomenschorus.or� 2 50 Contact Name &Title: * Contact's Email: * Contact's Phone Number: Dolly Nickerson president@southwestwomenschr_)i Does the nonprofit have a current City of Temecula Business License? Yes No Business License No.* QS51S4 Copy of Business License's City of Temecula PL 055154.pdf 95.54KB https://css.temeculaca.gov Geographic Area(s) the Organization Serves: Temecula, Murrieta, Wildomar, Lake Elsinore, Hemet, Menifee Geographic Area(s) the Project/Program Serves: Temecula School District CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* $ 5, 000.00 MAX: $5,000 PER ORG Start Date:` 2024-05-04 Project/Program Title:* Southwest Women's Chorus 2nd Annual Invitational Choir End Date:* 2024-05-OS Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Physical Address of Project/Program' 42051 Main St, Temecula, CA, Seminar Venue TBD Make Check Payable to: x Southwest Women's Chorus Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status IRS Employer Identification Number (EIN): 20-1694150 To find IRS Deductibility Status, click the link below: https://apps.irs.gov/appleosl Provide further verification as follows:* Date of Incorporation: 07/20/2004 Attach IRS Deductibility Status:* Publication 78.pdf (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 swc tax,jpeg on the link below: , •• - http s:I1 rct. d of .ca.govNe ri f icat i o nlwe b/Sea rc h . a s px? facility=Y (990, 990-EZ, 990-PF, 990-T) 48.47KS 45.97K8 Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objecti►res: Southwest Women's Chorus` mission is to provide women who dove to sing with the experience of performing quality choral music while empowering them through artistic growth, camaraderie, and community involvement. Our goal is to "build community through song". We participate in community events and hold performances at a wine variety of Temecula venues. We encourage participation by a vast age group from young singers just out of high school up to and including retirees, UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME of PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Empowering Young Women - Find your Voice through Song AMOUNT,* $5,000.00 MONTH + YEAR FUNDING RECEIVED* 05/2023 NAME ❑F CITY GRANT OR SPONSORSHIP Investing in Temecula Grant Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project/Program Title: Southwest Women's Chorus 2nd Annual Invitational Choir 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' Southwest Women's Chorus - Second Annual Invitational Choir (Formerly Empowering Young Women - Find Your Voice through Song). A two day event for youth ages 12-18 will occur on May 4th & Sth, 2023 consisting of a learning event and subsequent performance at the theater. Our goal is to encourage participation) in organized singing groups in middle school, high school, and beyond. The first day of the event is a one day seminar conducted by the Southwest Women's Chorus' members and directors. Curriculum will include warm up exercises, sight reading, how to practice and learn a musical number, performance techniques, and teamwork within the framework of a choir will be taught. Three songs will be learned during the seminar on May 4th culminating in a performance with the Southwest Women's Chorus at the Old Town Temecula Theater on May 5th. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Southwest Women's Chorus will use the funds for the following items: --Rental of seminar venue --Sheet music --Meals for participants (breakfast and lunch) --Miscellaneous office supplies --Publicity for event --Rental of performance venue 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS IVIUST BENEFIT FROM THIS PROGRA.i I/PROJECT IF AWARDED CITY FUNDING. There are approximately 20 middle schools, high schools, and charter schools in Temecula. In addition, there are home schooled youth who do not have access to in -school vocal music programs. Southwest Women's Chorus will publicize the event to all young people (boys and girls) ages 12-18 in the Temecula area to illustrate the benefit and joy of singing music in a group setting. If awarded the grant, we will offer this seminar only to Temecula School district students. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 0 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: N 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Southwest Women's Chorus will conduct a one day seminar for young people age 1 2-18 teaching vocal performance in a group setting. The goal is to encourage young people to get involved in music during middle school and high school. The selected participants will perform three songs with the SWC at our musical performance at the theater on May 5th. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES" Rental of lights, microphones,etc $500.00 Facilities/Rentflnsurance * OTTCT, Seminarvenue, Insurance $1,000.00 Supplies* Handouts, ❑irections, Folders, paper, ink $750.00 Marketing* Newspapers, Online Ads $750.00 Services* Printing services, souvenir programs commemorating participation $500.00 Food* Breakfast and Lunch $750.00 Other* Music, T-Shirts, Name Tags $750.00 Staffing Expense $1,000.00 TOTAL REVENUE TOTAL EXPENSES $5, 00J0.00 $ 5,0 00_OD, Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: Requested Amount: Southwest Women"s Choru $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Darlene [Dolly] Nickerson, President President@southwestwomen: - Name & Title PresidentlAuthorized Officer Signature* Date 2023-09-12 IF DIFFERENT THAN ABOVE, APPIGATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact. Betsy.Lowrey@TemeculaCA.gov (951) 693-3959 or 5tacey.Brown@TemeculaCA.gov (951) 694-6413 9112/23 7 43 Ph9 Tax Exempt Organization Search Details I lntemal Revenue Service Southwest Womens Chorus EIN: 20-1694150 J Murrieta. California, United States Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions, Users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List. 'Yes Deductibility Code: PC https://apps.irs.gov/app"eosidetaiis/ 10 1 �1 IZ-va� b y izS 4D INTERNAL REVENUE SERVICE DEPARTMENT OF THE TREASURY P. 0. BOX 2508 CINCINNATI, OH 45201 Employer Identification Number: Date: DEC 10 2004 20-1694150 DLN: 17053307058034 SOUTHWEST WOMENS CHORUS Contact Person: C/O WILLIAM PAISNER ERIC J BERTELSEN ID# 31323 Contact Telephone Number: TEMECULA, CA 92591-1739 (877) 829-5500 Accounting Period Ending: June 30 Public Charity Status: 509 (a) (2) Form 990 Required: Yes Effective Date of Exemption: July 23, 2004 Contribution Deductibility: Yes Advance Ruling Ending Date: June 30, 2009 Dear Applicant: We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. During your advance ruling period, you will be treated as a public charity. Your advance ruling period begins with the effective date of your exemption and ends with advance ruling ending date shown in the heading of the letter. Shortly before the end of your advance ruling period, we will send you Form 8734, Support Schedule for Advance Ruling Period. You will have 90 days after the end of your advance ruling period to return the completed form. We will then notify you, in writing, about your public charity status. Please see enclosed Information for Exempt Organizations Under Section 501(c)(3) for some helpful information about your responsibilities as an exempt organization. Letter 1045 (DO/CG) -2- SOUTHWEST WOMENS CHORUS Sincerely, Lois G Lerner Director, Exempt Organizations Rulings and Agreements Enclosures: Information for Organizations Exempt Under Section 501(c)(3) Addendum Letter 1045 (DO/C©) STATE OF CALIFORNIA p FRANCHISE TAX BOARD �pPO BOA 942857 SA � SACRAMENTO CA 94257-0540 Entity Status Letter Date: 9/5/2022 ESL ID: 2162142712 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter. Entity ID: 2670632 Entity Name: SOUTHWEST WOMEN'S CHORUS ® 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. © 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b). Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m. weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 1711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) iuII IN 111111111 IN 11111111 INN 11111 N111111111111111 BA20220591819 r. STATE OF CALIFORNIA Office of the Secretary of State s = STATEMENT OF INFORMATION CA NONPROFIT CORPORATION California Secretary of State 1500 filth Street Sacramento, California 95814 (916) 653-3516 For Office Use Only -FILED - File No.: BA20220591819 Date Filed: 7/29/2022 Entity Details Corporation Name SOUTHWEST WOMEN'S CHORUS Entity No. 2670632 Formed In CALIFORNIA Street Address of California Principal Office of Corporation Street Address of California Office Mailing Address of Corporation Mailing Address Attention I Officers 42051 MAIN ST. TEMECULA, CA 92590 MURRIETA TEMECULA, CA 92562 Dolly Nickerson Officer Name Officer Address Position(s) 0 Darlene Nickerson Chief Executive Officer MURRIETA, CA 92562 0 Kiya Maxwell Secretary TEMECULA, CA 92592 0 Rhonda Maxwell Chief Financial Officer MURRIETA, CA 92562 Additional Officers Officer Name Officer Address Position Stated Position 0 Marion Miller 42200 MAIN ST. Vice President #139 TEMECULA, CA 92590 Agent for Service of Process Agent Name Agent Address Darlene Nickerson MURRIETA, CA 92562 Email Notifications Opt -in Email Notifications Yes, I opt -in to receive entity notifications via email. Electronic Signature 0 By signing, I affirm that the information herein is true and correct and that I am authorized by California law to sign. Sara L Giampiccolo Signature 0712912022 pans 1 Af HOME ABOUT MEDIA CAREERS REGULATIONS RESOURCES PROGRAMS CONTACT Registrant [details Entity type: Corporate Class as registered with the secretary of State or based on founding & registration documents. Organization Name: SOUTHWEST WOMEN'S CHORUS IRS FEIN: 201694150 Entity Type: Public Benefit SOS/FTB Corporate/Organization Number: 2670632 Registry Status: Not Registered Renewal Due/Exp. Date: RCT Registration Number: Issue Date: Record Type: Charity Registration Effective Date: Date of Last Renewal: DBA: Mailing ,Address Street: Street Line 2: City, State Zip: TEMECULA CA 92591 Filings & Correspondence No Related Documents Annual Renewai Data No Annual Renewal Data .elated Registrations & Event ep o t- The related records shown below depend on the record type being viewed: • Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations, • Raffle Registrations relate to Raffle Reports. • Click on the RCT Registration No to navigate to the related record. No Related Records FY 23/24 Community Service Funding (CSF) Grant Application 34 SPECIAL OLYMPICS SOUTHERN CALIFORNIA INLAND EMPIRE Aft Community Service Funding Application T1,1.,,. Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) confirm Applicant Organization Year Organization Website: Name: Founded: www.sosc.org/inlandempire Special Olympics Southern 1996 California - Inland Empire Mailing Address:* Number of Paid Staff:* Number of Volunteers:" 41880 Kalmia Street, Suite 140 7 263 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Brandon Adachi badachi@sosc.org Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License"? Riverside and San Bernardino Counties Yes f:e Business License No.* 054523 Copy of Business License* City of Temecula Business License - SOSC IE 1.3 1.2024. pdf https://css,temeculaca.gov WL"AI M Geographic Area(s) the P'roject/Program Serves: City of Temecula and surrounding communites CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Special Olympics Southern California - Temecula MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 Various locations in Temecula Preferred Payment Method: Make Check Payable to:* (if grant is awarded.) Special Olympics Southern California Check Mailed Check Picked Up Electronic File Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of California Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 189240 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/business/entity- statu s-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (ElN): 95-4538450 To find IRS Deductibility Status, click the link below: https://a pps. irs.gov/a ppleosl Date of Incorporation:" 05/15/1995 Attach State of California Entity Status Letter:" 2022 California Entity Status Letter.pdf Attach IRS Deductibility Status:* 4. 501(Q3 Affirmation Letter 2023.pdf Provide further verification as follows: * (one required, both preferred) First Page of most recent IRS Form 990 Detaiied info about your charity found on the State Registry Search Tool (fink below) Attach First Page of Most Recent Form 990" You might find IRS Form 990 2021 SO SC Farm 990 - Page I.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) https://rct.doj.ca.govNerification/Web/Search.aspx? facillty4Y 344.33KB 66.89KS 213.89KB State Registry Search Tool: Attach State Registry Document/Info* https:ffrct.doj.ca.go►rNerification/Web/Search.aspx? CA DO] Registry Details - SOSC 9.2023,pdf 964.BKB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* The mission of Special Olympics Southern California (SOSC) - Temecula Valley is to provide year-round sports training and athletic competition in a variety of Olympic -type sports for children and adults with intellectual disabilities, giving them continuing opportunities to develop physical fitness, demonstrate courage, experience joy and participate in a sharing of gifts, skills and friendship with their families, other Special Olympics athletes and the community. Special Olympics is faLInded on the belief that all persons with intellectual disabilities can, with proper instruction and encouragement, learn, enjoy, and benefit from participation in individual and team sports. Benefits include increased physical fitness, heightened self-esteem, and increased independence. In addition, we believe sports can serve as a unifying force to achieve acceptance and inclusion of people with intellectual disabilities within their communities. SOSC shares the City of Temecula's commitment to foster environments that allow individuals with developmental needs to thrive and reach their full potential. Our ultimate goal is to help persons with intellectual disabilities participate as productive and respected members of society by offering them a fair- opportunity to develop and compete, and by increasing the public's awareness of their capabilities and needs. The City of Temecula is a valued collaborative partner, promoting our movement of inclusion and acceptance for all in the community as well as providing grant funding to support our programs since 2014. We look forward to continuing this legacy and we are grateful for the support provided by the City. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AN❑ INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Undersiand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? ye NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT AMOUNT;' OR SPONSORSHIP" Special Olympics - $5,000.00 Temecula Program MONTH + YEAR FUNDING RECEIVED January 2023 NAME OF CITY GRANT OR SPONSORSHIP CSF Special Olympics $2,S00.00 ❑ecember 2021 CSF Sports Programs Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. Uiiderstand ProjectPrograrn Tale: Special Olympics Southern California - Temecula 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.' Special Olympics enriches the lives of individuals with intellectual disabilities in the Temecula "Valley through the power of sports, education, and by promoting athlete health. Athletes receive weekly sports instruction and training from volunteer coaches during the fall and spring seasons and teams attend local and regional competitions to highlight their- skills. Individuals and teams from Temecula Valley may advance to our chapter -wide Games in June/November depending on how they perform at the regional competitions. Special Olympics World Games (Summer and Winter) are held every four years and are organized by Special Olympics International alongside the Host Chapter. All services are free for athletes and their families. No one is every turned away because of his or her disability and teams are formed based on age and ability level to create a positive experience for everyone. Through on -going participation in sport, our goal is to encourage healthy habits that will remain with athletes their entire lives. The Temecula grant funding will provide Special Olympics athletes in Temecula the opportunity to participate in our upcoming Fall and Spring sport trainings and competitions. Sports offered will include Golf, Soccer, Softball, and Tennis in the Fall and Athletics (Track & Field), Basketball, Bocce, and Swimming in the Spring. Also, since the past year was the first year of returning to in -person programming, we did not have the interest in Flag Football. This year, there is interest and we are planning to develop and start a Flag Football program in Temecula. These programs will provide sport development training free of charge for our ,athletes and families with the support from trained volunteers and funding from community champions like the City of Temecula and the Riverside County Sheriff's Department, 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY, The grant funding Will help fund direct program expenses and growth in Temecula including facility rental fees, swimming training service fees, athlete uniforms and equipment for Special Olympics Temecula programs during the Fall 2023 (Golf, Soccer, Softball, and Tennis) and Spring 2024 (Athletics, Basketball, Bocce, Flag Football and Swimming). After having our first year back to in -person programming in the past few years, our focus will be to grow the our Special Olympics programs in Temecula. Our plans to utilize the funds will help us continue to maintain the quality of sports and training programs for Special Olympics athletes at no cost to the participants, Athlete Uniforms - are essential so that all of our athletes are united and feel part of a Team at each competition. After each season, there is natural wear and tear wear on uniforms that need replacement. One of our goals is to increase the number of participants from the past year, so we have budgeted accordingly. Facilities - funding for facilities is even more essential than ever. We are not able to host quality and safe sports programming without proper facilities for the athletes to train and compete in. Many of the facility sites that used to provide in -kind or discounted rates for us, are no longer able to provide this support because of the impact from the COVID-19 pandemic. Therefore, we understand and anticipate this being one of the highest expenses that Special Olympics Temecula. Services -Swimming Training Fees (Lifeguards) -After starting and growing a swimming program in Temecula this past year, we anticipate continual growth for this program. In order to be in compliance with swimming facilities and Special Olympics program quality standards, we have to have certified lifeguards at each training and competition. Equipment - Proper and safe equipment %s an integral part of hosting a quality sports program for our athletes. There is constant wear and tear on sports equipment after each season, so we need to purchase new equipment every season so that athletes are equipped with the right equipment in good condition. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA, RESIDENT`~ MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Special Olympics serves children and adults with intellectual disabilities in Temecula programs; athletes live in or within 10 miles of the City of Temecula. Over 80% of our athletes are classified as low-income. The overwhelming majority of our athletes could not afford the costs associated with participation in sports program if fees were charged. In addition, Special Olympics would not be able to provide our - programs in Temecula at no cost without the commitment and enthusiasm of sports coaches, assistants, and volunteers from the community. We are dependent on volunteer leaders to help us ensure that athletes in Temecula have an opportunity to participate in quality sports training and competition. Special Olympics has a long, established history in the City of Temecula, where we have served individuals with intellectual disabilities for over fifteen years. Our programs not only provide individuals with intellectual disabilities physical fitness, athletic training and competition, but also social interaction, community involvement, and empowerment. The current sport offerings combine two very important activities that are key to individual health and well being; physical movement and social interaction. The skills gained through the sports programs translate into other realms of the athletes' lives, and benefits include increased physical fitness, heightened self-esteem, and increased independence. Our goal is to cultivate a love of sports training and competition in every athlete, resulting in a healthier, more active, lifestyle. For some athletes, Special Olympics is their only opportunity to interact in an accepting and inclusive environment. Lastly, Temecula Valley has a long history of community engagement with Special Olympics, This includes residents volun-eering to coach and train children and adults wit' intellectual d sabil ties, laver enforcement raising funds and awareness through the Law Enforcement Torch Run, local businesses sponsoring events and civic groups staffing competitions. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 100 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* The City of Temecula Service Funding Grant will be used to support the Special Olympics Temecula Fall and Spring Seasons for individuals with intellectual disabilities. Funds will be used training facility and associated fees, replace worn uniforms and purchase needed sports equipment. Participation in Special Olympics programming improves health and well-being through physical activity and social connection. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $16,790.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 xRI11111110 2:0511 010641X'1:1i]:a,:if1U IN a110Ie]:7�1AI Tools/Equipment* EXPENSES" Sports equipment for athletics, basketball, golf, flag football, soccer, $1,450.00 softball, swimming, and tennis Facilities/Rentllnsurance* Training facilities - athletics, basketball, golf, flag football, soccer, softball, $5,690.00 swimming, and tennis Supplies" Athlete Uniforms - athletics, basketball, golf, flag football, soccer, softball, $4,250.00 swimming, and tennis Marketing" None Services" Lifeguards for Swimming Training Food* None Other* Transportation/Mileage ($2025), Games Registration Fees ($5925) * $&00 $2,450.00 $0.00 * $7,950.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $21,790.00 $21,790.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Special Olympics Southern California - Inland Empire PresidentfAuthorized Officer:* E-mail:* Requested Amount: $5,000.00 Janet Rose - CFO & Sr. VP jrose@sosc.org Administration Name & Title President/Authorized Officer Signature* date 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Phone:* Brandon Adachi, Director Foundation Relations, Special Olympics Southern California Name, Title, & Organization STATE OF CALIFORNIA 'a FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter D ate: 1 f 11 t2022 ESL ID: 6382253959 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1898240 Entity Name; SPECIAL OLYMPICS SOUTHERN CALIFORNIA. INC. 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC ) Section 23701 d, 4. We do not have current infonmation about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5. 23305a, 23305.1 ). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800.852.5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916.845.6500 from outside the United States TTYITDD: 800.822.6268 for persons with hearing or speech impairments FTB 4263A WEB (REV 12-2019) State of California Department of -Justice Office of the rz!•' Attorney General Registrant Details Entity type: Corporate Class as registered with the Secretary of State or based on founding & registration documents. Organization N ame: SPECIAL OLYMPICS SOUTHERN CALIFORNIA, INC. IRS FEIN: 954538450 Entity I�Te: Public Benefit SOS/FTB Corporate/Organization Number: 1898240 Registry Status: RCT Registration Number: Record T�-pe: Date of Last Renewal: Street: Street Line 2: City, State Zip: Current Renewal Due/Exp. Date: 100686 Issue Date: Charity Registration Effective Date: l li7/2022 DBA: Mailing 1600 FORBES WAY, SUITE 200 LONG BEACH CA 90810 5/15/2023 12/3112005 12/31/2005 Filings Return Check Notice 2010 ►Correspondence Return Check Notice 2010 Founding Documents Founding Documents Renewal Filing 2021 Renewal Filing 2020 Correspondence from Registry_ 2019 Raffle Registration Agreement Renewal Filing 2019 Renewal Filing 2018 Renewal Filing 2017 2015 RRF-1 2015 RRF-1 2015 IRS Forin 990 2015 IRS Form 990 RRF-1 2014 2014 RRF-1 IRS Form 990 2014 2014 IRS Form 990 RRF-1 2013 2013 RRF-1 IRS Form 990 2013 2013 IRS Farm 990 RRF-1 2012 2012 RRF-1 IRS Form 990 2012 2012 IRS Form 990 RRF-1 2011 2011 RRF-1 IRS Form 990 2011 2011 IRS Form 990 RRF-1 2010 201 a RRF-1 IRS Form 990 2010 2010 IRS Form 990 RRF-1 2009 2009 RRF-1 IRS Form 990 2009 2009 IRS Form 990 RRF-1 2008 2008 RRF-1 IRS Form 990 2008 2008 IRS Form 990 RRF-1 2007 2007 RRF-1 IRS Forte 990 2007 2007 IRS Form 990 RRF-1 2006 2006 RRF-1 IRS Form 990 2006 2006 IRS Farm 990 RRF-1 2005 2005 RRF-1 IRS Form 990 2005 2005 IRS Form 990 RRF-1 2004 2004 RRF-1 IRS Form 990 2004 2004 IRS Form 990 RRF-1 2003 2003 RRF-1 IRS Form 990 2003 2003 IRS Form 990 RRF-1 2002 2002 RRF-1 IRS Form 990 2002 2002 IRS Form 990 RRF-1 2001 2001 RRF-1 IRS Form 990 2001 2001 IRS Form 990 RRF-1 2000 2000 RRF-1 IRS Form 990 2000 2000 IRS Form 990 2016 Form RRF-1 Click on Document Type at the left to open PDF 2016 IRS Form 990 Series Click on Document Type at the left to open PDF Annual Status of Filing: Accepted Accounting Period Begin Date: 1/1/2010 Accounting Period End Date: 12/31/2010 Filing Received Date: 1111512011 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2011 Accounting Period End Date: 12131,12011 Filing Received Date: 10l912012 Form RRF-1 Reject4ncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: :Votes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 11112012 Accounting Period End Date: 12/31, 2012 Filing Received Date: Si 14,'2013 Form RRF-1 Rejectllncomplete Reason: Form CT-TR-1 Reject/lncomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1'1'2013 Accounting Period End Date: 12 31,'2013 Filing Received Date: 8 11 2014 Form RRF-1 Rejectllncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: IRSInlerllmesu of the Terri e, 1 ltticru:sl ke►•rtiur Service, P.O. Box 2508 Cincinnati ❑H 45201 SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC 1600 F❑RBES WAY STE 200 w LONG BEACH CA 90810-1835 02505E Employer ID number: 95-4538450 Form 990 required: Yes Dear Taxpayer: In reply refer to: 0752251763 Jan. 23, 2023 LTR 4168C 0 95-4538450 000000 Oo 00015905 B❑DC: TE We're responding to your request dated Jan. 11, 2023, about your tax-exempt status. We issued you a determination letter in May 1996, recognizing you as tax-exempt under Internal Revenue Code CIRC) Section 501(c) (3). We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170(b)(1)CA)(vi). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. In the heading of this letter, we indicated whether you must file an annual information return. If you're required to file a return, you must file one of the following by the 15th day of the 5th month after the end of your annual accounting period: - Form 990, Return of Organization Exempt From Income Tax - Form 990EZ, Short Form Return of Organization Exempt From Income Tax - Form 990--N, Electronic Notice (e-Postcard) for Tax -Exempt Organizations Not Required to File Form 990 or Form 990-EZ - Form 990-PF, Return of Private Foundation or Section 4947Ca)C1) Trust Treated as Private Foundation According to IRC Section 6033(j), if you don't file a required annual information return or notice for 3 consecutive years, we'll revoke your tax-exempt status on the due date of the 3rd required return or notice. You can get IRS forms or publications you need from our website at www.irs.gov/forms-pubs or by calling 800-TAX-FORM (800-829-3676). If you have questions, call 877-829-5500 between 8 a.m. and 5 p.m., 0752251763 Jan. 23, 2023 LTR 4168C 0 95-4538450 000000 00 00015906 SPECIAL OLYMPICS SOUTHERN CALIFORNIA INC 1600 FORBES WAY STE 200 LONG BEACH CA 90B10-1833 local time, Monday through Friday (Alaska and Hawaii follow Pacific time). Thank you for your cooperation. Sincerely yours, kB Sheralyn C. Hanks Ops. Manager, AM Ups. 3005 FY 23/24 Community Service Funding (CSF) Grant Application 35 SPERO VINEYARDS INC Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founders: www.sperovineyards.org Spero Vineyards Inc. 2014 Mailing Address:* Number of Paid Staff:' Number of Volunteers:* 2076 Lincoln Ave. Pasadena, CA 91103 0 15 Contact Name &Title: * Contact's Email: * Contact's Phone Number:* Mark Woodsmall Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula Wine Country Yes No A current City of Temecula Business License may be required to summit prior to fund disbursement. Understand * Geographic Area(s) the Project/Program Serves: Temecula (in partnership with City of Temecula) CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:' $5,000.00 The Spero Project MAX: $5,000 PER ©RG Start Date:* End Date:* Physical Address of Project/Program* 2023-09-01 2024-12-31 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic Fife Transfer Temecula, CA 92591 Make Check Payable to:" Spero Vineyards, Inc. Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 3647270 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/business/entity- statu s-letter.asp?WT.mc_i d=a kB EStatus IRS Employer Identification plumber (EIN): 46-5288314 To find IRS Deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Date of Incorporation: 02/14/2014 Attach State of California Entity Status Letter:* Entity Status Letter.pdf Attach IRS Deductibility Status:* NRS.pdf Provide further verification as follows:* (ane required, bath preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (fink below) State Registry search Tool: Attach State Registry Document/Info* 370.08KB 637.22KB https://rct.doj.ca.govNerification/Web/Search.aspx? Details.pdf 202.8KB facility=Y Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's: * Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Spero Vineyards is dedicated to creating meaningful workforce development and training for Our area's young adults with disabilities who have an interest in careers in Temecula's thriving wine and hospitality industries. Students are trained in essential skill areas designed to prepare them to apply for and secure employment in a mainstream work environment. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? ye NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP" Spero Vineyaf d5' 11 ine Lab NIA AMOUNT:* $37,000.00 $0.00 MONTH + YEAR FUNDING RECEIVED* 01 /19/2023 NIA NAME OF CITY GRANT OR SPONSORSHIP CSF Reinvest in Temecula NIA Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PRQJECTIPROGRAM AS DESCRIBED HERE. Understand ProjectlProgram Title: The Spero Project 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* The Spero Project, in partnership with the City of Temeccila's Global Citizens program, is a program which students can learn and practice their skills in a hands-on environment on a working vineyard and winery. Participants receive instruction on the history, science, hospitality, business and marketing, and agriculture aspects of the wine making business. Spero has proudly seared eight annual classes of approximately 15 students each since its founding in 2014. Program alumni also work with current students, creating a cycle of successful outcomes. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPNIENT, SERVICES TO BE PURCHASED AND WHY. The requested funding will expand Spero Vineyards' ability to provide essential training practices. The goal is to develop an extensive "hands-on" environment to kee up with rising water and operational casts. Working together with the City of Temecula's Community in Services Division along with County of Riverside's Community Improvement Designation program, purchased equipment will be used to expanded curriculum offering, including viticulture and hospitality. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IP AWARDED CITY FUNDING, Only one-third of young adults with disabilities will attend college after graduating high school. Spero Vineyards focuses primarily on young adults with disabilities between the ages of 16 and 26. Job training and education during this age range is essential for individuals with disabilities to be able to attain employment and set themselves up for success. Though there are resources available through local school districts, many of these programs terminate services to individuals upon graduation or age 22, whichever occurs first. The goal of the program is to bridge the gap between available school district programs and the limited resources available through the Department of 'Rehabilitation. The Spero Vineyards' program will benefit 15-30+ Temecula area students With disabilities, with many more benefiting through volunteer opportunities during harvest season. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* In partnership with the City, Spero has graduated eight classes of Temecula area students, all given the opportunity to pursue their dreams. These opportunities do not exist for individuals with disabilities unless carefully planned and created. The funding will allow Spero to expand necessary training opportunities to these individuals. Project/Program Budget 16�rV :k►J0110[ J IA1►Wi]►Iagi]:ia:0i11f:101111Na0ile]:t-1►►1 Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $10,000.00 Other grants or funding already awarded for Project/Program, if any City of Temecula's Reinvest in Temecula, County of Riverside CID, Mitsubishi $82,000.00 Electric Foundation In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* Viticulture maintance tools $24,000.00 Faci l ities]Rentfl ns ura nce -' Rent, liability insurance $27,000.00 Supplies* Viticulture and harvest season supplies, educational supplies $25,000.00 Marketing* Handouts, website, flyers $5,000.00 Services* Viticulture consultant fees $10,000.00 Food* Student participant food $2,000.00 Other* Evaluation costs $4,000.00 Staffing Expense $20,000.00 TOTAL REVENUE: TOTAL EXPENSES $97,00 .00 $97r000,0C Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Spero Vineyards Inc. PresidentfAuthorized Officer:* E-mail:* Mark Woodsmall, President _ Name & Title PresidentlAuthorized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-08-02 IF DIFFERENT THAN ABOVE, APPIGATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact: Phone:* Betsy.Lowrey@Ternecu[aCA.gov (951) 69 3-395 9 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 7/31 /2023 ESL ID: 4891328844 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 3647270 Entity Name; SPERO VINEYARDS, INC. 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) H kIE A&DUT P„MEDIA CAREERS E�--0JLATIONS RESOURCES PRf.JGRAMS GONT.Ai T Registrant Details Entity type: Corporate Class as registered with the Secretary of State or based on founding & registration documents. Organization Name: SPERO VINEYARDS, NC. IRS FEIN: 465288314 Entity I�Tc: Public Benefit SOS4 M Corporate/Organization Number: 3647270 Registry Status: Current renewal Due/Exp. Date: 5/15/2024 RCT Registration Number: CT0206673 Issue Date: SM2014 Record Type: Charity Registration Effective Date: 5/7/2014 Date of Last Renewal: 5/5/2023 DBA: Mailing Address Street: M76 LNCOLN AVENUE Street Line 2: City, State Zip: PASADENA CA 91103 Filings & Correspondence Miscellaneous Documents Miscellaneous Documents Founding Documents Founding Documents Confirmation of Registration Letter Confirmation of Registration Letter Renewal Filing 2022 Fonn CT-TR-1 2021 Form RRF-1 2021 Renewal Filing 2020 Form RRF-1 2019 Form RRF-1 2018 Form RRF-1 2017 Forth RRF-1 2016 Form RRF-1 2015 CT-550D Form RRF-1 Incomplete Delingent Click on Document Type at the left to open PDF CT-547 Missing Documents Click on Document Type at the left to open PDF Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 1/1/2015 Accounting Period End Date: 12/31/2015 Filing Received Date: 101112021 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registrar° Staff: Status of Filing: Accepted Accounting Period Begin Date: l/t 2016 Accounting Period End Date: 12/31/2016 Filing Received Date: 9/30/2021 Form RRF-1 Reject/Incomplete Reason: Form CT' TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1112017 Accounting Period End Date: 12131,2017 Filing Received Date: 913012021 Form RRF-1 Reject/Incomplete Reason: Form CT-TRA RejecVlncomplete Reason: HIS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2018 Accounting Period End Date: 1.2,'31/2018 Filing Received Date: 913012021 Form RRF-1 Reject/Incomplete Reason: Form CT-TR 1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff. Status of Filing: Accepted Accounting Period Begin Date: l/112019 Accounting Period End Date: 12/31/2019 Filing Received Date: 9'3012021 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry, Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/112020 Accounting Period End Date: 1231.2020 Filing Received Date: 9'30'2021 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Rejeet/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: l/l/2021 Accounting Period End Date: 12/31/2021 Filing Received Date: 5/31/2022 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Received duplicate fee check -7617 for S25 - sent duplicate fee check 7617 to the confidential shred box. Status of Filing: Accepted Accounting Period Begin Date: 1i 1.'2022 Accounting Period End Date: 12i31/2022 Filing Received Date: 4/24/2023 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Related Registrations & Event Reports The related records shorn below depend an the record type being viewed- • C.harity Registrations relate to professional Fundraising Events which relate to Profe-ssional Fun+dra%ser Registra-dons- Raffe Registrations relate to Raffle Reports_ Click on the RCT Registration No to navigate to the related record. No Related Records of the Treasury Date: raDepartment Internal Revenue Service 02/1112022 Tax Exempt and Government Entities IRS P.O. Bo* 2508 Employer ID number: 46-5288314 Cincinnati, OH 45201 Person to contact: Name: Customer Service ID number. 31954 Telephone: 877-829-5500 SPERO VINEYARDS INC Accounting period ending: CIO MARK WOODSMALL December 31 2076 LINCOLN AVENTUE Public charity status: PASADENA, CA 91103 170(b)(1 ){A)(vi) Form 99D / 990-EZ 1990-N required; Yes Effective date of exemption: May 15, 2021 Contribution deductibility: Yes Addendum applies: No DLN: 26053742004861 Dear Applicant: We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (TRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 1.70. You're also qualified to receive tax deductible bequests, devises, transfers or gi-fts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please beep it for your records. Organizations exempt under IRC Section 501(c)(3) are farther classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter. Based on the information you submitted with your application, we approved your request for reinstatement under Revenue Procedure 2014-11. Your effective elate of exemption, as listed at the top of this letter, is retroactive to your date of revocation. If we indicated at the top of this letter that you're required to file Form 9901990-E7f990-N. our records show you're requtt ed to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. Letter 947 (Rev. 2-2020) Catalog Number 35152P For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, Stephen A. Martin Director, Exempt Organizations Rulings and Agreements Letter 947 (Rev. 2-2020) Catalog Number 35152P FY 23/24 Community Service Funding (CSF) Grant Application 36 TEMECULA CHILDREN'S MUSIC FOUNDATION Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founded: www.temeculachildrensmusicfoundati Temecula Children's Music 2016 Foundation Mailing Address:* Number of Paid Staff:* Number of Volunteers:* 28910 Rancho California Rd, Temecula, 2 10 CA 92592 Contact Name &Title: * Contact's Email: * Contact's Phone Number:* Lindsey Bohn lndsey@temeculachildrensmusicfi Does the nonprofit have a current City of Temecula Business License? Yes ho Business License No.* 054957 Copy of Business License* TCMF Business License.pdf 96.04KB https://css.temeculaca.gov Geographic Area(s) the Organization Serves:* Temecula, Menifee, Murrieta, Hemet, San Bernardino, San Diego, Los Angeles Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECU LA, Project/Program Amount Requested:* Project/Program Title:* ss,000.00 Austria Festival Fund MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2024-04-13 2024-04-20 28910 Rancho California Rd, Temecula, CA 92592 Preferred Payment Method: Make Check Payable to: (If grant is awarded.) Temecula Children's Music Foundation Check Mailed Check Picked Up Electronic File Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of Cai110Fnia Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 3834619 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/business/entity- status-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): * 47-5366735 To find IRS Deductibility Status, click the link below: https /Iapps.irs.govlappleosl Date of Incorporation:" 0 /26/2016 Attach State of California Entity Status Letter:" State of Cal Entity status fetter.pdf Attach IRS Deductibility Status:* IRS Determination. Letter.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 2021 990_N (rEMECU LA CHILD RE INS MUS).pdf on the link below: (990, 990-EZ, 990-PF, 990-T) https:/Irct.doj.ca.govNerification/Web/Search.aspx? faclllty4Y 370,12 KB 2.2MS 3.84KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* We provide children in Southern California opportunities to learn stringed instruments, participate in auditioned orchestras, and experience mentorship through our various programs. We offer music lessons as well as participation in our auditioned orchestras. One of the programs we provide is a Musical mentorship program where the advanced students mentor the beginner students. The advanced students of our chamber orchestra receives trainings weekly to help them learn how to mentor effectively and they regular instruction from professional musicians. We have the Cello Fellows and piano program where our head Cello and Piano Instructors holds regular trainings for the children that play cello and piano. These programs help the children learn and develop a deeper appreciation for their specific instrument. Another program we have is our Annual Suzuki Recital where we invite all students in the surrounding areas of Southern California to come and perform a Suzuki solo piece in our recital. This is a uniting endeavor where teachers all over Temecula Valley unite to provide a musical opportunity for all musicians in the area. We have hosted bi-annual concerts for the Temecula community to regularly enjoy in December and May every year for the past 10 years. This has greatly blessed Temecula with regular Music and the arts experiences. We also have an international performance program where the children have an opportunity to represent California. In 2019 we participated in Music of the Arts International competition on Carnegie Hall stage and received the highest award. Next year we plan to take our orchestras to Austria to perform and represent Temecula, CA. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. lndersiand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectlProgram Title; Austria Festival Fund 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* In April of 2024, our Chamber orchestra is going to Austria and the Czech Republic to represent Temecula, California and perform for various audiences. This experience will greatly impact the children and will bring international attention to our city of Temecula. We {snow that it is a great undertaking, so we are requesting help from our community and local organizations to support the children in this endeavor. On behalf of the Temecula Children's Music Foundation, we would like to request a $5,000 donation. Every penny of the donation will go towards subsidizing the expensive cost on Temecula families who will be sending their children abroad. It will be $4,000 per child to participate in this trip. These families are already working to fundraise and pay for the expense, but we are seeing the burden it is to come up with that amount (especially families with multiple children in the program). Each child attending this trip will receive a portion of this grant to decrease the expense. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUdPMENT, SERVICES TO BE PURCHASED AND WHY. We will divide the $5,000 to assist each individual child in our programs attending this festival. There are 20 children attending the conference. The $5,000 divided up will provide each child with $250 in assistance. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.` TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRP.MIPROJECT IF AWARDED CITY FUNDING. We are the Temecula Children's Music Foundation and as such, we represent Temecula in every musical competition and festival we attend. As well, the children attending this festival are Temecula residents. Their families are from our community and have roots and ties in Temecula. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 100 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Our programs have greatly blessed the Temecula community for the past 8 years. We know that this funding will help families that are burdened by the cost of this expense, especially families with multiple children attending.. We can guarantee that every penny of this funding will be utilized for the sole purpose of assisting the children. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any 0 $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* NIA $0.00 Facilities/Rentllnsurance* NIA $0.00 Supplies* NIA $0.00 Marketing NIA $0.00 Services* NIA $0.00 Food* NIA $0.00 Other* Providing for the children $5,000.00 Staffing Expense TOTAL REVENUE: MTAL EXPENSES $0.00 $5,00I0.00 $5,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: Temecula Children's Music Foundation $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Brad Bohn Name & Title brad@temeculachildrensmusi 951-710-4330 PresidentfAuthorized Officer Signature* Date Time 2023-08-18 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TernecuIaCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/18/2023 ESL ID: 5642243831 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 3834619 Entity Name; TEMECULA CHILDREN'S MUSIC FOUNDATION 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45201 date: AUGZ42018 TEMECULA CHILDRENS MUSIC FOUNDATION C/O BRAD BOHN 28910 RANCHO CALIFORNIA STE 102 TEMECULA, CA 92592 Dear Applicant: DEPARTMENT OF THE Employer Identification Number: 47-5366735 DLN: 17053033322008 Contact Person: JAMIE N HEITBRINK Contact Telephone Number: (877) 829-5500 Accounting Period Ending: December 31 Public Charity Status: 170(b)(1)(A)(vi) I D# 31644 Form 990/990-EZ/990-N Required: Y - 4 -- eS Effective Date of Exemption: October 14, 2015 Contribution Deductibility: Yes Addendum Applies: No We're pleased to tell you we determined you're exempt from federal income tax under Internal Revenue Code (IRC) Section 501(c)(3). Donors can deduct contributions they make to you under IRC Section 170. You're also qualified to receive tax deductible bequests, devises, transfers or gifts under Section 2055, 2106, or 2522. This letter could help resolve questions on your exempt status. Please keep it for your records. Organizations exempt under IRC Section 501(c)(3) are further classified as either public charities or private foundations. We determined you're a public charity under the IRC Section listed at the top of this letter. You formed October 14, 2015, and filed your Form 1023, Application for Recognition of Exemption Under Section 501(c)(3) of the Internal Revenue Code,. on January 31, 2018. You failed to file a required annual return or notice (Form 990, Form 990-EZ, Form 990-PF, or Form 990-N) for three consecutive years after you formed and while your application was pending. As a result, your tax-exempt status was automatically revoked on May 15, 2018, the due date of your third year return or notice. We're treating your Form 1023 as an application for reinstatement and are recognizing your exemption as reinstated on the same day it was automatically revoked. As a result, you are recognized as tax exempt continuously from the effective date of exemption as listed at the top of this letter. If we indicated at the top of this letter that you're required to file Form 990/990-EZ1990-N, our records show you're required to file an annual information return (Form 990 or Form 990-EZ) or electronic notice (Form 990-N, the e-Postcard). If you don't file a required return or notice for three Letter 947 _Z_ TEMECULA CHILDRENS MUSIC FOUNDATION consecutive years, your exempt status will be automatically revoked. If we indicated at the top of this letter that an addendum applies, the enclosed addendum is an integral part of this letter. For important information about your responsibilities as a tax-exempt organization, go t❑ www.irs.gov/charities. Enter "4221-PC" in the search bar to view Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, R.. Director, Exempt Organizations Rulings and Agreements Letter 947 Form 990-N ELECTRONIC NOTICE (e-Postcard) D21 For Tax -Exempt Organizations Not Required to File Form 990 or Form 990-EZ. Information about Form 990-N is at �"".v.irs.gov/ct3arities-non-profits!annual-electronic-frlrng-requirement-for-small- Open to Public exem,af-orgarvizatrons-form-990-n�-pastcard. Inspection NOTE- This is not an IRS form. This form was created by Drake Software and is intended for information purposes only. Do NOT mail this form to the IRS. A. Tax Period: Start: 01-01-2021 Ending: 12-31-2021 B. Employer Identification Number (EIN) 47-5366735 C. Legal Name: TEMECULA CHILDRENS MUSIC FOUNDATION D. Mailing Address: 28910 RANCHO CALIFORNIA RD STE 102 Temecula, CA 92590 E. Doing Business As: TEMECULA CHILDRENS MUSIC FOUNDATION F. Gross receipts not greater than: $50,000 G. Organization has terminated: H. Principal Officer's Name and Address: BRAD BOHN Temecula, CA 92592 I. Website URL: WWW.TENECULACONSERVATORY.COM 994_N.LD FY 23/24 Community Service Funding (CSF) Grant Application 37 TEMECULA VALLEY PLAYHOUSE TEMECULA VALLEY PLAYERS Community Service Funding Application T1, I.,,,, , Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization x Website: Name: Founded: temeculavalleyplayers.com Temecula Valley Playhouse dba 1983 Temecula Valley Players Mailing Address:* Number of Paid Staff:* Number of Volunteers:* PO Box 1293 Temecula, CA 92593 0 13D Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Lisa S Wunderlich, Board Member/Director Does the nonprofit have a current City of _ Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula, Murrieta, Menifee, and surrounding Yes No areas. Business License No.* Geographic Area(s) the ProjectlProgram R-202300227 Serves: Temecula, incorporated and unincorporated Copy of Business License* CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE 2023fictitious bsn Iic.pdf 1,022.03KB TEMECU LA, https://css.temecu laca.gov Project/Program Amount Requested:* Project/Program Title:` $S'000.00 TVP Youth Education Artist MAX: $5,000 PER DRG Start Date:` End Date:* Physical Address of Project/Program* 2024-01-01 2024-06-30 42051 Main Street, Temecula, CA 92590 (CITTCT) Preferred Payment Method: Make Check Payable to:* (If grant is awarded.) Temecula Valley Playhouse dba Temecula Valley Players Check Mailed Check Picked Up Electronic File Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status IRS Employer Identification Number (EIN):* 33-0008806 To find IRS Deductibility Status, click the link below: https://apps. irs.govla ppleos/ Date of Incorporation: 07/23/1991 Attach IRS Deductibility Status:* IRS Letter,pdrl' Provide further verification as follows: (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) You might find IRS Form 990 on the link below: httpE //rct.dof .ca.govNerif ication/Web/Search.aspx? facilitypY State Registry Search Tool Attach First Page of Most Recent Form 990* TVP 990 2021.pdf (990, 990-EZ, 990-PF, 990-T) Attach State Registry ❑ocument/Info* 717.54KB 39.48KB https:/1rct.doj.ca.govNerification/Web/Search.aspx? FFB Entity Status Letter Temecula Valley Playhouse. pdf 459.63KB facility=Y Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's: * Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives: * The Mission of the Temecula Valley Players is to entertain, enrich, and educate our community and surrounding communities, especially our youth, through exceptional theatrical performance, education and appreciation for and of the arts in theatre. (https://temeculavalleyplayers.com/) Temecula Valley Players (TVP) includes youth and adults of all backgrounds, socio-economic statuses, and ethnicities, and provides them with the opportunity to be part of a Broadway -style show with high production values where they work with professional directors, voice teachers, choreographers, designers, and technical crews. TVP is diversity, Equity, and Inclusion committed Educating and inspiring our youth is what we care about the most. Through live theater, we teach them core social values to help shape a brighter future. TVP recently implemented a new program for youth, the Guest Education Artist Program. Thus far, three youth have been a part of the program in order to learn more about an area of interest and gain hands-on experience. To see more about these youth, go to: https://temeculavalleyplayers.comltvp-youth/. Our objective is to showcase the incredible talent that is here in the Temecula community. Temecula residents need travel no further than Main Street in their- own city to see a live performance Broadway -style show. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA's AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. (Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? ye ., NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT AMOUNT,.* OR SPONSORSHIP'S TEMECULA TALENT $30,000.00 REVIVED! MONTH + YEAR FUNDING NAME OF CITY GRANT OR RECEIVED* SPONSORSHIP 09/2022 Community Service Funding - Reinvestment in Temecula NIA $0.00 0 NIA Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand ProjecfJPrograrn Title: TVP Youth Education Artist 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* The TVP Youth Education Artist Program will select two Temecula Youth in Middle School or High School, who are interested in learning behind the scenes aspects of live theatre such as set design/building or, costume design/creation/sewing. TVP volunteers (with background checks) will work hands-on with the selected youth to assist them with: 1) Designing, purchasing all needed resources, building, constructing, painting, and decorating sets, and 2) Designing and creating character looks including accessories for characters and all costume changes throughout the production, purchasing all necessary materials, and sewing/altering costumes. These positions will be available for our upcoming productions of The Music Man (April 2024) and Oklahoma (May 2024). We may select both youth for The Music Man, both youth for Oklahoma, or one for each production depending on their availability. The two selected youth will gain knowledge from professionals in the field and discover if this type of work is something that they wish to continue in the future. These youth will receive constructive feedback, be featured in the show's program and on our website, and have seasoned experience that can be reflected on a resume. Please note that many of the youth who performed with TVP over the years have gone on to perform professionally. 2. 'DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. TVP will spend the grant funding on all items the youths require for: 1) Designing, building, constructing, painting, and decorating sets. These items may include: lumbar, screws, nails, hammer, saw, muslin, brakes, casters, paint, all additional hardware required to make the set safe, all necessary safety equipment for the youth, and essentials for decorating the set. 2) Designing and creating character looks including accessories for characters and all costume changes throughout the production and sewing/altering costumes. These items may include: material, patterns, thread, scissors/pinking shears, buttons, elastic, ribbon, and the purchase of second-hand items from thrift stores (sorne costume items, jewelry, hats, shoes, purses, etc.) 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Temecula residents will benefit from the program as their youth will be selected for this hands-on experience which could lead to a lifetime profession. The selected youth will learn from professionals in the industry. Please note: many Temecula youth who called TVP their home over the years have gone on to become industry professionals themselves. Temecula residents will benefit as they will be experiencing quality sets and costumes in productions which have been completed by Temecula youth. As the youth will be presented in the show Production Bill, this rnay open further opportunities for them in the community. We expect a minimum of 6000 patrons to see these productions and read about the selected youth in the Play Bill. Research has proven that theatre benefits the community by teaching empathy, creating strong communicators, encouraging creative thinking/problem solving, building collaboration and teamwork, relieving stress, and more. Temecula businesses will benefit as all resources for the sets and the costumes will be purchased in Temecula. Restaurants and other businesses close to OTTCT will benefit from theatre goers who often dine out prior to/after shows and shop in the establishments in Old Town. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 6,000 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 71J 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." TVP will select two youths for the Youth Education Artist Program. They will receive hands-on experience building sets and creating costumes for upcoming productions. They will discover if they wish to continue this work in the future as a career. The experience may be included an a professional resume. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $5,000.00 Other grants or funding already awarded for Project/Program, if any 0 $0.00 In -Kind match amount or volunteer credit hours estimated amount $15,000.00 1111111R19IN] 000N01i•I�ymy; Ei] 4N116 U: 14 111111N10k; Cile]:7=1►►1 ToolslEquipment* EXPENSES' Lumbar, screws, nails, hammer, saw, muslin, brakes, casters, paint, $2,000.00 hardware required to make set safe. Facilities/Rentflnsurance' 0 $0.00 Supplies* All necessary safety equipment for youth (set building), essentials for $2,500.00 decorating set, material, patterns, thread, scissors/pinking shears, buttons, elastic, ribbon, and purchase of second-hand items from thrift stores (some costume items, jewelry, hats, shoes, purses, etc.). Marketing` * Youth featured in Playbill and on website $500.00 Services* " 0 $0.00 Food* :) $0.00 Other* $0.00 Staffing Expense TOTAL REVENUE; T©TALEXPENSES $25,000.00 $5,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Temecula Valley Playhouse dba Temecula Valley Players PresidentlAuthorized Officer:* E-mail:* Lisa S Wunderlich _ Name &Title PresidentlAuth+orized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-09-05 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: NIA Name, Title, & Organization Phone:* If you have any questions, please contact: STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8J112023 ESL ID: 2519251676 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1144097 Entity Name; TEMECULA VALLEY PLAYHOUSE 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) INTERNAL REVENUE 'SERVICE DISTRICT DIRECTOR 2 CuPANIA CIRCLE MONTEREY PARK, CA 91754 Date: JUL. 23, 1991 3CTTERTI E"D STAGE PLAYERS PO BOX 74 � F EMECULA, CA 92390 Dear Appl ican.: DEPARTMENT OF THE TREASURY Employer identification NuMoer: 33-040P*,06 Case Number: 75114203? Contact Person: Contact Telephone Humber: f213) 725-787A Accounting Period Endings DE cemhc•r 31 Foundation Status Classification 509t'a) (:21 Advance Rulinc Period Begins: Dec. 13, 1990 Advance Ruling 'Period Ends: Dec. 31.. 1994 Addendum Applies: YI s Eased on information supplie•c, and assuming your operations will be as statC-d i.11 YOL, r anpl icat i on fnr rr�i nQni t i ran of exemcet Ion, we have determined You are=-xempt from Federal income tax unEier section 501(a) of the internal R4vi nrsmi Code a, at, ornaniz:itinn describesd in i—,:tion 5E71(r'rf�i)= Because you are a newly created organization, we are not now massing a final 6etermi.nation of your fotkndi;tion status under section r,09W of the Code. rowever, we :lave ceterraned that you can reasonably be expected to oe a oublicly isinriorted organization described in section 509(- )f?). Accordingiy, you rwili t=etreated as a puolicly supported organization, and not as a Private foundation., durinn an advance rulino npriod. This. ao,eance ruling period begins and ends on the dates shown above. �kithin 90 days after the and -if your advance ruling period, you crust stthr�+t to us information weeded if, tletFrmine whether rott ha-tve met the rE-cui're- ments of the app;,icaole support test during the advance ruling periou. If you -stabl ish that you have be§?n a pu6l icl y s)t000rted orn inizat• ion, vau will be c'_assified as a section 509(a)(J.) or 509(a)(2) organization as long as you con- tinuq to meet the rvnvi rr-mc~ntC of the anolieable sunport test. Tf ,you do not meet the public supprart requirements during the advance ruling period, you will ha rla-;sified as a nrivat:4 foundation for future periods. Al-o. ;f -refit are classifies as a private foundation, you will be treated as a private foundation from the date of your inrel�ticen fcir nutpose€. of sections 507(d) and 4940. Grantors and contrioutors m4y rely on the determination that you are not a Private foundat0n otntil. 90 d3y art�?r the arid'# of `our idvarco rulino oe=riod. Zf you submit the required information within the 48 days, grantors and contri- b0ors m-+y continue to rely on tht advance deter Mnot ioii until the Servzc,' Letter 1045(CG) -2- BU TERFIELD 5TA&E PLAYERS maces a final determination of your foundation status. If notice tFjat you will no longer be treated as a publicly supported or- Aanizatycsn is oub3ishpd an tk,e intr real Revenue Bulletin, orantnrs: and con- trioutors may not rely on this determination after the date of such publica- tion. In xrlrlition, if you lose your status as a iublicly iud=sorted or,ianiza- -ciayt and a grantor o contributor was responsible for, or k1. s aware of, the act OT fai.lare to act, that resulted in your loss of Such statu;., that r�er. n may riot rely on This determination from the date of the act or failure to act. A1=ra, if a g rantnr or contributor le•irno,l that the Service had n ivin link ice treat you would be removed from classification as a publicly supported organiza- tion; then that person may not rp)v on this. determination as of thp date such Knowledge was acquired. if your sources of support, or your purposes, character, or method of opt -ration change, please let us {:r-.w so we can consider the effect of the change on your exempt status and foundation status. In the case of an amend- ment to your r,raanizational, dnrumpnt or bylaws, send 1, a of the amended doct,r,ent or bylaws. also, you should inform us of all changes in your name or address. As of January 1, 1984, you are liable for taxes under the Federal Insur- ance Contributions Act (sociAl security taxes) on remuneration of $too or Vlore you pay to each of your employees during a calendar year. You are not liable for the tax imans=-d tinder the Federal Onemoloyment Tax Act (FLITA) Organizations than, are not private foundations are not subject to the pri- vatq foundation excise t.ixes ,xnder Chauter 42 of the € ode. Howe=ver. you are not autocratically exempt from othf-r Federal excise taxes. If you have any qu�,st i ons• about exr i sc+, EPmp laymen) . or othc,r Federa l to xes, r) l Pas-e 3 et us know. Donors gray deduct contributions to you as provided in section 170 of the Gone. Bentta{.ts, 3earsi€*s, devise-F , transfers, or gifts to you or fnr Your use are deductible for Federal estate and gift tax purposes if they meet the appli- cable provisine), of sertions '1055, 2106, and 2522 of the Code. Contribution seductions are allowable to donors only to the extent that their contributions are gifts, Frith no consideration received. Ticket nur- cnases and similar payments in conjunction with fundraising events may not necessArily qualify as deducti.hlo contributions, deeendinn on the circum- stances. See Revenue Ruling 67-246, published in Cumulative Bulletin 1967-2, inn po*gp 1O4, which Lets forth quaidelinps rpn�ard5no thc' dc,ductihility, as% chari- table contributions, of payments grade by taxpayers for admission to or other participation in fundraising activities for charity, You are required to file Farm 990, Return of Organization Exempt From Tncome Tax, e;tly if your gross recuiots each year Aro normally norE' then $25,000. However, if you receive a Form 990 package in the mail, please file the return even if -au do not exce•xd the gross rec?int, test. If you are not Letter 1045(CG) -3- BJT T ERFIELD S': AGE ?LAYERS requirea to file, simply attach the label provided, check the box in the head - inn to indicate that /nur annji.al gr--)�-s rec:aiots are norm -illy $25.0000 nr less. and sign the return. if a return is required, it rust be filed by the 15th day of th* fifth month after the end of your -annual-arcountihl] neriod. A penalty of "',,[O a day is charged when a return, is filed late, unless there is reasonable cause for the delay. ilnwrever, thg. may-inutq nr-n.Oty charoed cannot exceed 45.000 or 5 Der - cent of your grass receipts for the year, wnicnever is less. This penalty may al-sn he charnel p.f 9 return is not comnlet_. -io olgaie be -?urp yoitr retrarn is complete before you file it. You are not required to file 'Feaeral income tax returns unless you are subject to the tax nn unrel�itad blLsines income under sectis)n 511 of th:- Code. -f you are suojeci to this tax, you must file an income iax return on Fora 91iO-T, Exempt iirgani7ation Rusi.ne..r. Income Tax Return. Tn this latter we are r,oT cetermini ng wnetiher any of your present or proposed activities are unre- 41ed trade or business as defined in section 513 of the Cod,+'. You need an employer identification nu,,,.,er even if you have no employees. Jf ar, employer identification number was not rntvrc�d on your a(,ol.ication. a number will be assigned to you ana you will be advised of it. Please use that number nri ill returns ynix fr).e ,and in all, corresnondFznce with th'4 Internal Revenue Service. we ;,a,;e inrtca-ec} in neaai.ng or this letter that an aadentium dl.r�'M fries .irdenrum .4ncto--F:0 i an i,ii igril gart of this letter. ecause tnis letter could rye=gip resolve any questions aavut your exempt ?-tgy)!FC_ Irii fro!>lG t ryrt -.trtiis.; You '-.hOUld kperi it in yinur rkermatnent re.cordd�. cop; of 'tin:-. letter to your Representative as iloic-ated in your oovier of attorney. 7f ;you nave any questions, please contari the ,person whose name and releWinne number arg r-hovin in the hPadino of thi letter. crtc1asureis i s Ad�#er�ds�.rt Si2`C- Sincerely yours, j-e I - Michael J. Quinn District Director Letter 1445(LG) -4_ ,tie i ERA= iELD STAGE PLAYERS ;sue to the notification requirements of section 508(a) of the Coe, the effective date o l this letter i.,:> D��r . 13. 191?0, the date goon which we receive❑ your application. Contributions to you are deductible only if rude Lire r,r after }hat date. yott have nreviouF•ly afire-ed to that affective date. Letter 1445(CG) FY 23/24 Community Service Funding (CSF) Grant Application TEMECULA VALLEY POSSE �� Community Service Funding Application C,, Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Website: Name: Founded: www.riversidesheriff.org/26lNolunteE Temecula Valley Posse =' Forces -Unit Mailing Address:* Number of Paid Staff:* Number of Volunteers: Temecula Valley Posse C/O 0 l 5 �emecula CA, 92590 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Steve Bussen - President Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License? Teniec i , Yes i:e Business License No.* OS5804 Copy of Business License* Temecula Business License Invoice.png [n a inwae4. 1n11PC41119uNnp� LkY+m arwneq.red� https://css.temeculaca.gov 524.49KB Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 TemeCUla Valley Posse Safety Equipment Project MAX: $S,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program * 2023-07-01 2024-06-30 Temecula Valley Posse C/O CA, 92590 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* Ternecula Valley Posse mecula Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE T7 RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 1989222 To find CA Entity Status Letter, click the link below: h ttps://www.ftb.ca.gov/help/business/entity- status-letter.asp?wT.mc_id=akBEStatus IRS Employer Identification Number (ElN): 22-3874b98 To find IRS Deductibility Status, click the link below: https:/Iapps.irs.gov/app/eos/ Date of Incorporation:" 01 /01 /1992 Attach State of California Entity Status Letter: CA Entity Status Letter TEMECULA VALLEY POSSE.pdf Attach IRS Deductibility Status:* ❑educitbility Status.pdf Provide further verification as follows:' (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry .Search Tool (link below) You might find IRS Form 990 on the link below: https://rct.doj.ca.govNerification/Web/Search.aspx? facility�Y State Registry Search Tool: Attach First Page of Most Recent Form 990* 2022 E Postcard.pd (990, 990-EZ, 990-PF, 990-T) Attach State Registry DocumentJInfo' A48.14KB 74.5KB 72.24KB http5.lirctxfoj.ca.govtVerificaticprll Sfelh/5earfh.aspx.? keglstrvStdtus 1`101 l = v.t,_i tv�i4C fa ci l i tyr—Y Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's: * Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* "Committed to Tradition, Community, and Safety: Serving as the Bridge Between Law Enforcement and the Public." Since its inception in 1992, the Temecula Valley Mounted Posse has been a voluntary collective effort for the betterment of the City of Temecula. Rooted in the heart of Temecula's history and culture, our non- profit organization is dedicated to enhancing the bond between residents of the City of Temecula, the Temecula Valley, and the Riverside County Sheriff's Office, through unwavering commitment and service. Guided by the Riverside County Sheriff's Office and distinguishable in the Sheriff's Office uniform, the Temecula Valley Posse is comprised of a team of 15 sworn volunteers, leveraging our time (upwards of 3,000 volunteer hours per year), individual resources, and personal horses to fulfill a diverse range of community outreach services. In addition, our involvement extends beyond public relations, as we actively contribute to search and rescue operations, crowd control at major events, and provide essential "eyes and ears" support to law enforcement. Our presence has become synonymous with community engagement, facilitating a deeper connection between law enforcement and the public. The sight of the Posse horses and volunteers in uniform not only captivates attention but also fosters approachability, dissolving barriers that sometimes separate law enforcement from the public. The Temecula. Valley Mounted Posse exemplifies the harmonious collaboration between law enforcement, the City of Temecula, and the community, ensuring a brighter, safer future for all. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. Uiiderstand ProjectfPrograrn Title: Temecula Valley Posse Safety Equipment Project 9. DESCRIBE THE PROJECT/PROGRAM THE TE'MECULA GRANT FUNDING WILL SUPPORT,* The Temecula Valley Posse Safety Equipment Project, supported by Temecula Community Service Grant funding, would dramatically enhance the safety of both horse and rider as the Posse diligently serves the residents of the City of Temecula. As a non-profit organization, the dedicated volunteers of the Posse have historically funded all necessary equipment out of their own pockets. however, the sustainability of this practice has become increasingly challenging. This project aims to help alleviate this financial burden by providing some of the essential safety equipment required for effective community service. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO DE PURCHASED AND VVl-i`7-, The Temecula Valley Posse would spend any awarded grant funds on safety equipment, including: • Reflective safety gear • Specialized safe bridles • Protective saddle pads • Safety breast collars • Veterinary medical kits • HT Radio The Temecula Valley Passe Safety Equipment Project encompasses a comprehensive approach to safety equipment procurement to address the specific needs and challenges faced by the Posse during their public service activities, The Posse participates in a range of nighttime and low -visibility events, including Old Town patrol and Promenade Mall parking control during the holidays, Sunset Market in Old Town, as well as TCSD supported events like Santa's Electric Light Parade and TemeCLIla's Summer Concert Series in the park. Reflective safety gear for both horses and riders will significantly enhance visibility in low - light situations, ensuring their presence is unmistakable and their role in maintaining public safety remains effective. Integral to our safe operations are the specialized bridles required by the Sheriff's Office. These bridles are strategically constructed to deter unauthorized removal by bystanders or in situations requiring crowd control. Reins connected without clips and incorporating a built-in halter, bolster rider safety and versatility, enabling prompt dismounts while maintaining control of the horse when riders' assistance or attention is required on the ground. Events where this is critically important include Posse participation during Rod Run Weekend and the Old Town Music Festival at the Stampede. Incorporating a focus on equine safety and well-being, the project also includes RSO-required, specialized saddle pads that offer crucial protection to horses' backs during prolonged events, such as our participation in the annual Community Crass Walk. Specialized breast collars, another essential safety element, prevent saddle shifting and displacement, safeguarding both rider and horse during physically demanding tasks. The project goes beyond equipment for the riders and horses. It encompasses the establishment of specialized veterinary medical kits, readily accessible in trailers, and designed to address any unforeseen accidents or injuries, ensuring the health and welfare of both the equine partners and the riders. Furthermore, the grant funding seeks to provide the posse with its own HT Radio, a communication device indispensable for maintaining a direct line of contact with RSG during events. Possessing our own radio equipment guarantees reliable communication, enabling prompt coordination and immediate response to identify issues, ultimately fostering a safer environment for both the Posse and the community. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.` TEMIECULA RESIDENTS NIUST BENEFIT FROM THIS PROGRAWIiPROJECT IF AVVARDED CITY FUNDING. For the hundreds of residents of Temecula who have already had positive interactions with the Temecula Valley Posse, and for the hundreds more to come, this grant funding benefits Temecula residents by: • Enhanced Public Safety and Delightful Experience: The properly equipped Posse members are an integral part of maintaining order and safety during focal events. The Posse contributes to a sense of security and trust within the community as well as providing a fr-fn and unique experience for Temecula's residents. Strengthened Community Connections: The Posse's dedication to serving the community while mounted on horses facilitates approachable interactions between law enforcement and residents. The safety equipment Further enables these interactions, allowing for more active engagement during events, parades, and public gatherings. This accessibility humanizes law enforcement and cultivates a strong Fond between Temecula residents and those who serve and protect. • Preservation of Traditions: The Temecula Valley Posse embodies the historical spirit of the region, representing its deep-rooted traditions and cultural heritage. By supporting the Posse's mission, the grant funding helps maintain and promote the distinctive identity of Temecula for the many residents who value the city's unique character.. • Shared Civic Responsibility: The community service provided by the Posse resonates with the citizens of Temecula, as their dedicated efforts contribute to a safer and more tightly -knit community. By assisting the Posse through grant funding, the City of Temecula can also take pride in the active role they play in supporting the safeguarding and betterment of their residents. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 1 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT - SUMMARIZE ANSWERS 1 - 3 ABOVE IN 50 WORDS OR LESS.* Between July 16, 2022, and July 16, 2023, the 1 S members of the Temecula Valley Posse collectively dedicated 2,938 hours to serving residents of Temecula. Grant funding in support of the above -listed items included in the Temecula Valley Posse Safety Equipment Project would provide far-reaching benefits for Temecula residents. It strengthens safety, fosters approachable law enforcement interactions, preserves heritage, solidifies civic responsibility, and brings delight. These actions cultivate a more united, secure, and engaged community. The Temecula Valley Posse thanks you for this Community Service Grant Funding consideration and looks forward to seeing y'all at the inaugural Temecula History Day! Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page Z Amount contributed to the ProjectfProgram by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any NIA $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES* Reflective safety gear • Specialized safe bridles • Protective saddle pads - $5,000.00 Safety providing breast collars • Veterinary medical kits • HT Radio Facilities]Rentlinsurance* NIA $0.00 Supplies* NIA $0.00 Marketing* NIA $0.00 Services* NIA $0.00 Food* NIA $0.00 Other* NIA $0.00 Staffing Expense TOTAL REVENUE: TOTAL EXPENSES Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • If awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Temecula Valley Posse PresidentfAuthorized Officer:* E-mail:* Steve Bunsen Name & Title President/Authorized Officer Signature* It,57t>t.ftrIy Requested Amount: $5,000.00 Date Time 2023-09-07 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Phone:* Beth 'Russell, Secretary, Temecula Valley Posse, brussell@tvusd.us, (909) 496-4447 Name, Title, & Organization If you have any questions, please contact_: Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/18/2023 ESL ID: 1284995145 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1989222 Entity Name; TEMECULA VALLEY POSSE 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d. Q4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 8123123, 11:19 AM Details Ho rV9E ABOUT mEDl,; i-,'AK Ei R'S=EGULAT101-i-.- RES0URt:.EZ" PF.'0GRA-MS L:flr,JTl'ti-T Registrant 'Details Entity type Corporate Class 8s registered with the Secretary of State or leased on Founding & registration documents. Organization Name: TEMECULA VALLEY POSSE IRS FEIN: Entity- Type: Public Benefit SOS/FTB CorporateiOrganization Number: 223874698 1989222 Registry Status: RCT Registration Number: Record Type: Date of Last Renewal: Current Renewal Due/Exp. Date: 104120 Issue Date: Charity Registration Effective Date: 4'17r'2023 DBA:. 5/15/2024 12/31/2002 12131(2002 Mailing Address Street: Street Line 2: City; State Zip: TEMECULA CA 92590 Filings & Correspondence Incomplete Form Letter Incomplete Form Letter Founding Documents Founding Documents Online Renewal S11171nlssion 2022 Fonn CT TR-1 2022 Renewal Filing 2021 Renewal Filing 2020 Renewal Filing 2019 Renewal Filing 2018 Fon-n RRF-1 2017 2016 RRF-1 2016 RRF-1 2015 RRF-1 2015 RRF-1 2014 RRF-1 2014 RRF-1 2013 RRF-1 2013 RRF-1 2012 RRF-1 2012 RRF-1 2011 RRF-1 2011 RRF-1 2010 RRF-1 2010 RRF-1 2009 RRF-1 2009 RRF-1 2008 RRF-1 2008 RRF-1 2007 RRF-1 2007 RRF-1 2006 RRF-1 2006 RRF-1 RRF-1 2002 2002 RRF-1 IRS Form 990 2002 2002 IRS Form 990 RRF-1 2001 2001 RRF-1 IRS Fonli 990 2001 2001 IRS Form 990 https:llrct_dal.ca.govfVerificationlWeblDetaiis.aspx7result=fd72af67-2694-4676-9de9-ab293f298c10 1/4 8123123, 11:19 AM Details PdU-1 2000 2000 RRF-1 IRS FOt`171 990 2000 2000 IRS Farm 990 1st Delinquency Letter 1st Delinquency Letter Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 1: :?O10 Accounting Period End Date: 11: 31/2010 Filing Received Date: 9i26'2016 Form RRF-1 Rejectflneomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 111/2011 Accounting Period End Date: 12/31'2011 Filing Received Date: 9/26/2016 Form RRF-1 Reject4Ineomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 111,2012 Accounting Period End Date: 12131/2012 Filing Received Date: 912612016 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2013 Accounting Period End Date: 121,'3112013 Filing Received Date: 9126�2016 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectiTncomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1 1 '2014 Accounting Period End Date: 11 31 2014 Filing Received Date: 9: 26;'2016 Form R1RF-1 RejectfIncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 111,2015 Accounting Period End Date: 1231/2015 Filing Received Date: 9126f2016 Form RRF-1 Rejectllncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: dotes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/112016 Accounting Period End Date: 121'31/2016 Filing Received Date: 4/10/2017 https:llrct_do}.ca.govNerificationlWeblDetails_aspx7result=fd72af67-2694-4676-9de9-ab293f298c10 2l4 8123123, 11:19 AM Details Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: 'Votes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2017 Accounting Period End Date: 12/31/2017 Filing Received Date: 3/26/2018 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject,,Tncomplete Reason: Votes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 11112018 Accounting Period End Date: 12/31/2018 Filing Received Date: 3/19/2020 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: _Votes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2,019 Accounting Period End Date: 12/31/2019 Filing Received Date: 3/19/2020 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject. -Incomplete Reason: !Totes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 111/2020 Accounting Period End Date: 12/31/2020 Filing Received Date: 3/10/2021 Form RRF-1 RejectAncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1/1/2021 Accounting Period End Date: 12131/2021 Filing Received Date: 5/12/2022 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectiTncomplete Reason: Notes From Registry Staff: Status of Filing: E-Accepted Accounting Period Begin Date: 111/2022 Accounting Period End Date: 12/3112022 Filing Received Date: 4/15/2023 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Related Registrations & Event Reports The related records shown below depend on the record type being viewed: Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations. Raffle Registrations relate to Rafe Reports. Click on the RCT Registration No to navigate to the related record. https`rct.doj.ca.govlVerifcationfVVeblDetails.aspx7result=fd72af67-2694-4676-9de9-ab293f298c10 3I4 8123/23. 11:67 WN Tax Exempt Organization Search ❑etails I Internal Revenue Service Temecula Valley Posse EIN: 22-3874698 J Temecula, California, United States Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions, Users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List: Yes Deductibility Code: PC Form 990-ICI (e-Postcard) Organizations who have fled a 990-N (e-Postcard) annual electronic notice. Most small organizations that receive less than $50,000 fall into this category. ^ Tax Year 2021 Form 990-N (e-Postcard) Tax Period: 2021 (01 /01 /2021-12/31 /2021;I EIN: 22-3874698 Organization Name (Doing Business as): TEMECULA VALLEY POSSE Mailing Address: Temecula, CA 92590 United States Principal Officer's Name and Address: Steve Bussen Temecula, CA 92590 United States Gross receipts not greater than: S50.000 https://apps.irs.gov/app"eos/detaiis/ 9 2 8123123. 11:07 AM Tax Exempt Organization Search Details I Internal Revenue Service Organization has terminated: No Wehsite i. RL: v Tax Year 2020 Form 990-N (e-Postcard) v Tax Year 2019 Form 990-N (e-Postcard) v Tax Year 2017 Form 990-N (e-Postcard) v Tax Year 2016 Form 990-N (e-Postcard) v Tax Year 2015 Form 990-N (e-Postcard) v Tax Year 2014 Form 990-N (e-Postcard) v Tax Year 2013 Form 990-N (e-Postcard) v Tax Year 2012 Form 990-N (e-Postcard) \*, Tax Year 2011 Form 990-N (e-Postcard) \e Tax Year 2010 Form 990-N (e-Postcard) \/ Tax Year 2009 Form 990-N (e-Postcard) � Tax Year 2008 Form 990-N (e-Postcard) \/ Tax Year 2007 Form 990-N (e-Postcard) https:/iapps. irs-gov/app/eosfdetails,' 2i2 Form 990-N Electronic Notice (e-Postcard) OMB No. 1545-2455 Department of the Treasury for Tax -Exempt Organization not Required to File Form 990 or 990-EZ internal Revenue SerVice - Oq A Forthe 2022 Calendar year, ortaxyearbeginning 2022-01-01 and ending 2022-12-31 8 Check if available 76mritnated for Business Gross receipts are normally $50,000 or less E Website: C Name of Organization: TEN[ECULA4 VALLEY P055 temecula. CA. US, 92590 F Name of Principal Officer: Steve Bus Temecula, CA, US, 9259D 2022 Open to Public Inspection D Ernplovee Identification Number 22-3874698 , NOW �1! Primacy Act and Paperwork Reduction Act Notice: We ask for the information on this form to carry out the internal Revenue laws of the. United States. Your are required to give us the information. We need it to ensure that you iaii�L cornply-ing With these laws. The Organization is not required to provide information requested on.,a farm that is subject to the Paperwork Reduction Act unless the form displays a valid Oh1B control number Books or records relating to a form Pr its igstructions must be retained as long as their contents may become materiai in the administration of any Internal Revenue law. Ttie rules goverriing f ka Confidentiality of the Form 990-N is covered in code section 6104. Tfie time needed to complete and fie this form and related schedules will vary depending on the individual circumstances. The estimated average times is 15 mrnutes Note: This image is provided for your records onty. Do Not mall this page to the IRS. The IRS will not accept this filing via paper. You must file your Form 990-N (e-Postcard) electronically. FY 23/24 Community Service Funding (CSF) Grant Application 39 TEMECULA VALLEY ROSE SOCIETY Aft Community Service Funding Application T1,1.,,. Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) confirm Applicant Organization Year Organization Website: Name: Founded: temeculavalleyrosesociety.org Temecula Valley Rose Society Mailing Address:* Number of Paid Staff:* Number of Volunteers:* PO Box 890367 Temecula, CA 92589 0 Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Susan Whitten Grant and Fundraising Chairperson Does the nonprofit have a current City of Geographic Area(s) the Organization Serves:* Temecula Business License"? Temecula Business License No.* OS4673 Copy of Business License* TVRS Business License CertiIicaie.pdf https://css.temeculaca,gov 1.61 M B Geographic Area(s) the Project]Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Permaculture Pollinator Garden MAX: $5,000 PER ©RG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 202S-10-30 30592jedediah Smith Road Temecula, CA 92592 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Eiectronic File Transfer Make Check Payable to:* TemeCLlla Valley Rose Society Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of CaliYarnia Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 1570446 To find CA Entity Status Letter. click the link below: h ttps:i/www.ftb. ca.gov/help/b usi nesslentity- statu s-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (ElN): 33-04Z8167 To find IRS deductibility Status, click the link below: https://a pps. irs.govla ppleosl Date of Incorporation:" 10/01 /1990 Attach State of California Entity Status Letter:" TVRS Entity Status Letter.pdf Attach IRS Deductibility Status:* TVRS Exempt Status 501C IRS. pdr' Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990" You might find IRS Form 990 TVRS Form 990 - yr 2021 (1 ).pdf on the link below: (990, 990-EZ, 990-PF, 990-T) http5./Irct.doj.ca.govNerification/Web/Search.aspx? facillty4Y 392.17KB 517.73KB 844.66KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* The Mission of the Temecula Valley Rose Society (TVRS) is to foster the appreciation, study and culture of roses, including drought -resistant plants, vegetable gardening and the use of organic gardening material. The goals of TVRS are to provide educational programs at the Temecula Public Library to members and at the Rose Haven Heritage Garden with guest speakers to provide valuable information to community gardeners, children and their families. This Rose Haven Garden project's main objective is to demonstrate conservation methods for water, erosion management and soil enrichment that can be used in any garden 'large or small. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT AMOUNT;' OR SPONSORSHIP* Peace & Friendship $5,000.00 Gardens Gazebo Project $5,000.00 MONTH t YEAR FUNDING NAME OF CITY GRANT OR RECEIVED* SPONSORSHIP June, 2g23 Community Service Funding Reinvestment in Temecula Grant Program, Temecula CA June, 2023 Community Service Funding Reinvestment in Temecula Grant Program, Temecula, CA Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand Project/Prograrn Title: Permaculture Pollinator Garden 9. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' Temecula Valley Rose Society's non-profit Rose Haven Heritage Garden (RHHG), located at 30592 Jedediah Smith Road, will begin the implementation of a two-year project, a Permaculture Pollinator Garden (PPG). This unique addition to Rose Haven Heritage Garden will install the infrastructure needed to grow dative plants to attract native pollinators throughout the city and its adjoining valley. These native plants and pollinators will provide a one of a kind outdoor "living laboratory" for the capture of data measuring the effectiveness and benefit of the permaculture pollinator garden throughout the entire garden. RHHG will provide education programs to families, children and conservation minded gardeners seeking the know how to start their own PPG or learn more about conservation methods that can be used in any garden. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. This grant will enable Rose Haven Heritage Garden to secure local services needed to develop the 1/3- acre plot that will become the Permaculture Pollinator Garden. The plot of land currently is used to store compost and mulch materials developed organically at RHHG for the PPG. Permaculture gardening is a unique water- conservation method used to capture and store hill land runoff, rain runoff, and air precipitation, i.e.: fog and mist, that can be used to water throughout the garden. The design for this garden has been completed by Diane Kennedy the designer and owner of Finch Frolic Permaculture Garden in FalIbrook, a known leader in Permaculture Pollinator gardening. This grant will be used to help defray the cost of services and equipment needed to grade, install walkways, water capture basins and preparation of the land for planting. Additional grants, fund raising events and contributions are being sought to continue the project. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.' TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Rose Haven Heritage Garden and its newest project, the Permaculture Pollinator Garden will continue its Mission of educating families, pre, elementary and high school students, visually and mentally challenged youth and adults, and garden lovers throughout the city and its ever-growing garden visitors. Special programs this fall will focus on native pollinators such as bees, bats, butterflies and other beneficial insects. Documentation will be provided on temeculavalleyrosesociety.org website as the project progresses so that the community can learn from the implementation philosophy and methods using unique water conservation, composting and fertilizing for the growth of native plants. 3b. ESTIMATED NUMBER OF PEOPLE FROM TE:MECULA EXPECTED TO BENEFIT FROM THIS PROJECTTROGRAM: 20,000 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTiRROGRAM: wZ� 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS. - The Permaculture Pollinator Garden to be installed at RHHG will reduce erosion by the capture and use of natural precipitation. Cultivation of native plants will attract native pollinators essential to local agriculture. Educational programs will help residents and visitors understand the value and beauty Of Permaculture Pollinator Gardening. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectiProgram by the Applicant Organization $10,000.00 Other grants or funding already awarded for Project/Program, if any Santa Rosa Plateau Small Grant Educational Fund $1,500.00 In -Kind match amount or volunteer credit hours estimated amount $10,000.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* Graders, earth movers, diggers, water containment vessels, irrigation $30,000.00 materials Faci l itieslRentli ns ura nce * Insurance $2,700.00 Supplies* Rocks, Stones, Pathways, Plants & Mulch $20,000.00 Marketing* Signage, social media $2,500.00 Services* Labor $10,000.00 Food* NA $0.00 Other* Educational materials, lending library $1,500.00 Staffing Expense $0.00 TOTAL REVENUE, TOTAL EXPENSES 526, 500.00 $66,700,00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Temecula Valley Rose Society PresidentfAuthorized Officer:* E-mail:* Rebecca INeersing President - Name & Title PresidentlAuthorized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-09-07 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Susan B. Whitten, Grant and Fund Raising Chairperson TVRS Name, Title, & Organization If you have any questions, please contact_: Phone:* Betsy.Lowrey@Temecu[aCA.gov (951) 593-3959 or STATE OF CALIFORNIA 'a FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/13/2021 ESL ID: 8146093690 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1570446 Entity Name; TEMECULA VALLEY ROSE SOCIETY 1. The entity is in good standing with the Franchise Tax Board. ❑ 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC ) Section 23701 d, 4. We do not have current infonmation about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrative status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5. 23305a, 23305.1 ). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800.852.5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916.845.6500 from outside the United States TTYITDD: 800.822.6268 for persons with hearing or speech impairments FTB 4263A WEB (REV 12-2019) infernal Revenue Service District Director ?lWRICA.ti ROS£ SOCIETY ;E.'fE4`t1► VA1.i.l;Y 1tUSts SUG!rZY P .el. Box :t�lil'tl� i TLMF-.rLT:.A. t;A-2599-0367 Dear Ta-c-paler : Department of ehe Treasury 3� l':_ I_os Ange!as Sheet. &4S 7043 Lacs Angeles. CA 9WI2 pelson to Contact: L BAR KA6 &K r:ephwIV Number t'I3 ti'9ti-,'33b Refer Reply to: EO(02'3)911 Date- FEBRUARY 24, 1998 ELK_ 13-0428167 Ti'_ ��` C2'^ ;s i t r as—L. se t; at-nuw rc ;uest zr-i r ?=_cetrpr status the zvbuae zia_ a records 4nd care rhar this organization was tO ze se- e!`ai i.-nome tax untie!: xnterral revenue �..4 Coda met: _.-gin --nI (C'_ ( ()3 .. Orcur exemptio.-I nU',Phe.- 704' 4 s-kis bee. to :.ham JX.d icssubor-J--notes _ 11he deter :Ei :at ion letter i3sueci �^ .iuNK 198-J COnt ;nL:� s t,, be xt: effect. T you need-iFurtiner ass-istance, piease C=.Lac v our at" the above address or teiephane number- Sinc-ere .y, 1 1?) wm�r Disclosure Acaista-nt FY 23/24 Community Service Funding (CSF) Grant Application THE SALVATION ARMY 41 Community Service Funding Application (:7` Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Conform Applicant Organization Year Organization Website: Name: Founded: murrieta.salvationarmy.org The Salvation Army 1865 Mailing Address: * Number of Paid Staff:* Number of Volunteers:* 40270 Los Alamos Rd, Murrieta, CA 5 -)00 92562 Contact Name & Title:* Contact's Email:' Contact's Phone Number:` Jessyca Carr, Major - Carps jessyca.carr@usw.salvationarmy.i_,i Officer Does the nonprofit have a current City of F Geographic Area(s) the Organization Serves: Temecula Business License? Temecula, Murrieta, Menifee, Lake Elsinore, Yes 1,; Canyon Lake Business License No.* Geographic Area(s) the Project/Program 054573 Serves: City of Temecula Copy of Business License* CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE Business License - Tennecula.pdf 48.29KB TEMECULA. https://css,temeculaca.gov Project/Program Amount Requested:* Project/Program Title: $S,000.00 2024 Child Spree MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2024-08-03 2024-08-03 40640 Winchester Rd, Temecula, CA 92591 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* The Salvation Army Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of California Entity Status Letter IRS Deductibility Status State of California Entity 1D: * 0078321 To find CA Entity Status Letter, click the link below: https://www.ftb.ca.gov/help/business/entity- status-letter.asp?wT.mc_l d=a kB EStatus IRS Employer Identification Number (EIN): * 941156347 To find IRS Deductibility Status, click the link below: https://a pps. irs.govla pp/eos/ Date of Incorporation: 10/19/1914 Attach State of California Entity Status Letter:* CA FTI3 Entity Status Letter 01-27-2023.pdf Attach IRS Deductibility Status:* IRS Affirmation Letter 09-09-2022.pdI Provide further verification as follows:' (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (fink below) State Registry Search Tool: Attach State Registry Document/Info* 459.62KB 31.71 KB https://rct.doj.ca.govNerification/web/Search.aspx? The Salvation Army - Charity Registration and Status. pdf 261.58KB facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's missionigoals and objectives:* Founded in 1865 in London, England, with a mission of meeting human needs without discrimination, The Salvation Army has expanded over the past 158 years both geographically and programmatically to address critical needs in 131 countries around the world. Nationwide, The Salvation Army serves over 25 million individuals annually. The Salvation Army's Western Territory (The Salvation Army, a California corporation) governs nine Divisions, each led by a Divisional Commander. The proposed project is located within the Southern California Division, which encompasses nine counties in Southern California and the Central Coast and maintains administrative offices at Divisional Headquarters in the city of Carson (Los Angeles County). The Division currently operates fifty-two (52) Corps Community Centers and Service Centers, with social services programs tailored to the needs of their respective communities. Locally, programs are overseen by Corps Officers (ministers with social services training), with support provided by local advisory boards comprised of members of the community dedicated to supporting the mission of The Salvation Army. The Southern California Division operates a variety of programs for vulnerable, low-income populations, including unhoused individuals and families as well as those at risk of homelessness, Corps Community Centers offer services/programs that may include: food pantries; hot meals; childcare centers; after -school programs, summer day and overnight camps for children; homelessness prevention services (including rental and utility assistance); emergency disaster relief; seasonallholiday assistance; and services for miIitaryveterans and the elderly. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPKS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Ye' .,.: NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT AMOUNT*.* OR SPONSORSHIP 2023 Child Spree $13,500.00 Homeless Prevention $20,000.00 MONTH + YEAR FUNDING RECEIVED* September 2023 September 2023 NAME OF CITY GRANT OR SPONSORSHIP CSG Community Investment in Temecula CSG Community Investment in Temecula Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjectlProgram Title: 2024 Child Spree 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT' The Child Spree project, administered annually by The Salvation Army Murrieta Corps, is a Back -to - School shopping spree for low-income children. The proposed 2024 Child Spree event will exclusively serve children residing in the city of Temecula. Children are selected by staff from the Temecula Valley Unified School District's Student Welfare & Success Department. On August 3rd, 2024, at 7:30 in the morning, selected families will be matched with a volunteer, who will accompany the child into JC Penney. Volunteers will use gift cards to purchase up to $125 worth of school clothes and shoes for each child. Afterward, the volunteer and child exit the store and into a "fair" to pick out a backpack and school supplies based on grade level (roughly $25 worth of supplies). Please note that the JC Penney gift cards will be purchased prior to June 30, 2024, though the assistance to the children will be provided on August 3 in preparation for the new school year. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.' ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED, AND WHY. If awarded, The Salvation Army W11 purchase forty (40) $125 gift cards from JC Penney in Temecula to be used by low-income families for their children's new school clothes and shoes. All gift cards will be used the day of the Child Spree event in Temecula. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Forty children who live in and attend Temecula Valley Unified schools will be selected to participate in this event. The gift cards purchased with this funding will be used only for these children only. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.` City of Temecula grant funding will allow The Salvation Army to purchase forty $125 gift cards from JC Penney in Temecula to be used by volunteers for low-income Temecula students for new school clothes and shoes at the next back -to -school Child Spree event. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $25,440.00 Other grants or funding already awarded for Project/Program, if any N/A $0.00 In -Kind match amount or volunteer credit hours estimated amount $9,775.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* NIA $0.00 Facilities/Rentlinsurance* NIA $0.00 Supplies* Office Supplies $140.00 Marketing* Banner and Brochures $300.00 Services* Gift cards for clothes; backpacks and school supplies $30,000.00 Food* NIA $0.00 Other* Volunteer time, donated books, food, and school supplies $9,775.00 Staffing Expense $2,020.00 TOTAL REVENUE: TOTAL EXPENSES $40,215.00 40,215.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* The Salvation Army PresidentiAuthorized Officer:* J. Koebel, Captain; Divisional Secretary for Business Name & Title Requested Amount: $5,000.00 E-mail:* j . koeb el @u sw. sa Ivati o na rmy. c President/Authorized Officer Signature* Date Time 2023-09-1 2 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Jessyca Carr, Major - Corps Officer, The Salvation Army Murrieta Corps Name, Title, & Organization Phone:* If you have any questions, please contact: STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 1 /27/2023 ESL ID: 4167379115 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 0078321 Entity Name; THE SALVATION ARMY 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) HOME ABOUT MEDIA CAREERS REGULATIONS RESOUl .CE PROGf AW2 CONTE�CT Registrant Details Entity type: Corlmrr> Cl-ss as registerti-d with the Secrel_a+'y & 5t- t: ur based on foundinq & reg{stration dricurnents. Organization Name: THE SALVATION ARMY IRS FEIN: 941156347 Entity Type: Religious SOS/FTS Corporate/Organization Number: 0078321 Registry Status: Exempt - Religious Renewal Due/Exp. Date: R+CT Registration Number: EX565010 Issue Date: 12/31/1990 Record Type: Charity Registration Effective Date: 12/31 /1990 Date of Last Renewal: DSA: Mailing Address Street: 30840 HAWTHORNEE BLVD. Street Line 2: City, State Zip: RANCHO PALOS VERDES CA 90275 Filings & Correspondence No Related Documents Annul Renewal Data No Annual Renewal Data Related Registrations & Event Reports The related records shi3Vvn belovi depend on the record type being vievved: • Charity Registrations relate. to Professional Fundraising Evenl:5 whleh relate to P[WesEIorial Funds aiser Registl4n- • Raffle Reoistrations relate to Raffle Reports. Click on the RCT Registration No to navigate to the re4ated record. Prereq Type: Prerequisite Relationship: Charity Registrant: ARTHUR ALLEY ASSOCIATED Registration No- E0028210 Registration T. pe: Fundraising Event Registration Status: Complete Date Established: 9/16/2016 Association Date: 10/3/2016 Expiration Date: 3/31/2016 Prereq Type: Prerequisite Relationship: Charity Registrant: AVERILL FUNDRAISING SOLUTIONS, LLC Registration. No: E0021256 Registration Type: Fundraising Event Registration Status: Complete Date Established: 7/28/2014 Association Date: 7/16/2014 Expiration Date: 1/18/2015 Prereq Type: Prerequisite Relationship: Charity Registrant: AVERILL FUNDRAISING SOLUTIONS, LLC Registration No: E0022749 Registration Type: Fundraising Event Registration Status: Complete Date Established: 2/11/2015 Association slate: 1/19/2015 Expiration .Irate: 7/17/2015 Prereq Type: Prerequisite Relationship: Charity Registrant: A'V'ERTLL FUNDRAISING SOLUTIONS. LLC Registration No: E 00 247b3 Registration Type: Fundraising Event Registration Status: Complete Date Established: 8/21/2015 Association Date: 7/18/2015 Expiration Date: 7/14/2017 Prereq Type: Prerequisite Relationship: Charity Registrant: AVE, RILL FUNDRAISING SOLUTIONS, LLC Registration No: E0032387 Registration Type: Fundraising Event Registration Status: Complete Department of the Treasury Internal Revenue Service Tax Exempt and Government Entities I� PO Box 2508 Cincinnati, OH 45201 THE SALVATION ARMY TERRITORIAL HEADQUARTERS 30840 HAWTHORNE SLVD RCH PALOS VRD, CA 90275 Dear Sir or Madam: Date: September 9, 2022 Employer ID number. 94-1156347 Form 999 required: 990, No Person to contact: Name: Ms. Haynes ID number: 1002980923 We're responding to your request dated May 20, 2022, about your tax-exempt status. We issued you a determination letter in June 2011, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c)(3). We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170(b)(1)(A)(i). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax-deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. In the heading, we indicated whether you must file an annual information return. If you're required to file a return, you must file one of the following by the 15th day of the 5th month after the end of your annual accounting period. • Form 990, Return of Organization Exempt From Income Tax • Form 990-EZ, Short Form Return of Organization Exempt From Income Tax • Form 990-N, Electronic Notice (e-Postcard) for Tax -Exempt Organizations Not Required to File Form 990 or Form 990EZ • Form 990-PF, Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation According to IRC Section 60330), if you don't file a required annual information return or notice for 3 consecutive years, we'll revoke your tax-exempt status on the due date of the 3rd required return or notice. You can get IRS forms or publications you need from our website at www.irs.gov/forms-pubs or by calling 800-TAX- FORM (800-829-3676). If you have questions, call 877-829-5500 between 8 a.m. and 5 p.m., local time, Monday through Friday (Alaska and Hawaii follow Pacific time). Thank you for your cooperation. Sincerely, ¢" - Anar,� Stephen A, Martin Director, Exempt Organizations Rulings and Agreements Letter 4168 (Rev. 9-2020) Catalog Number 66666E FY 23/24 Community Service Funding (CSF) Grant Application 41 THESSALONIKA FAMILY SERVICES Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) c0f1f1F , Applicant Organization Year Organization Website: Name: Founded: www.cmoh.net Thessalonika Family Services { Mailing Address:* Number of Paid Staff:* Number of Volunteers:* 41760 Rider Way Temecula CA 92S90 10 -00 Contact Name & Title:* Contact's Email:* Contact's Phone Number:` Allison Willits, Executive Director ailison.willits@cmoh.net 9SI4441404 Does the nonprofit have a current City of Temecula Business License? Business License No.* OS5174 Copy of Business License* singie.pol 95.5K$ https://css.temeculaca.gov Geographic Area(s) the Organization Serves:* Southwest Riverside County Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* ss,000.00 Healthy Meals Program MAX: $5,000 PER DRG Start Date:* End Date:` Physical Address of Project/Program* 2023-10-01 2023-06-01 41760 Rider Way, Temecula CA 92590 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to: Community Mission of Hope Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS. Deductibility Status IRS Employer Identification Number (EIN):* 95-3551068 To find IRS deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Provide further verification as follows:' Date of Incorporation: 09/01 f 1995 Attach IRS Deductibility Status:* CMOH-RD IRS Determination Letter.pdf (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 Ctv101-11-RD_Form 990_FY20-21.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) httpE //rct.do].ca.govNerif ication/Web/Search.aspx? facilitpYY 237.93KB 160.17KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Our mission is to end hunger and homelessness in Southwest Riverside County for the benefit of current and future generations. We partner with our community to provide access to healthy food, housing programs and resources that equip and empower those we serve. Our core values --Dignity, Accountability, Community, Resilience and Hope --inform and direct every decision we make. We run two housing programs for those at -risk of homelessness which can accommodate up to 72 individuals. Our Empowerment Village (EV) program, located on the Rancho Damacitas campus in Temecula, serves single mothers and their children, while our Hope Family Housing (HFH) program, with locations in Murrieta and Winchester, serves income qualified families. Both programs require participants to meet regularly with a client accountability advocate, attend weekly educational classes in financial literacy, parenting and wellness and save a portion of their income, EV started in 2019 when we closed our Rancho Damacitas group home after 35 years due to state a change in state funding. At that point we pivoted to working with single mothers and their children, helping to keep families in tact. We have been in partnership with the Riverside County Housing Authority since 2020 as the agency who administers the HFH program. Residents for both programs are chosen from those living in or experiencing homelessness in Riverside County. All candidates to the programs complete extensive application process which includes: background check, reference check, proof of income/need, proof of homelessness or at -risk for homelessness, drug screening and panel interviews with CMOH-RD staff. Our food pantry serves those who are experiencing food insecurity in our service area and we provide one-time emergency food for anyone who falls outside our service area. We currently serve 300-400 families per month with weekly food distribution from our facility located in Temecula. This program started in 2009 as a parking lot ministry in response to the Great Recession and has grown to a 7,000 square foot brick and mortar food distribution center which gives out 800,000 pounds of food annually. We partner with local grocers, restaurants and Feeding America to provide perishable and non- perishable food items, Including USDA commodities, as well as hygiene hits to those in need. Resource Center- Located in the heart of Temecula we serve those needing housing, employment and financial resources. Our client advocates assist with housing navigation, section 8 applications (general, senior, veteran specific) family reunification, DMV vouchers, clothing and household item vouchers and general community resourcing. Riverside County Workforce Development works out of our office weekly to providing help with resumes, job search, job training programs and further education opportunities. Our financial aid program serves those who need help with rent, security deposits, utilities and transportation linked to employment. Clients must complete a free financial literacy online program through Thrivent in order to qualify for financial aid. UPON REQUEST, COPIES OF THE ORGAN IZATI ON'S CURRENT BUDGET.IFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPAS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. ❑O NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHfP * CMOH Food & Housing programs AMOUNT.` MONTH + YEAR FUNDING RECEIVED* January 2023 NAME OF CITY GRANT OR SPONSORSHIP CSF Reinvestment in Temecula Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand ProjectlPrograrn Title: Healthy Meals Program 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Our Healthy Food Program distributes food to 200 families living in Temecula who are food insecure. Half of our recipients are children and the elderly. Participants receive weekly food boxes at our pantry or we deliver to their homes. Free food, through our pantry, allows low income families and individuals to save an average of $200-400 a month on their grocery bill. Since we began keeping digital records in 2018 we have distributed over 4.5 million pounds of food saving our clients money and allowing them to use their funds on things like rent and medical. Over the next 12 months we hope to move to a much healthier food box which includes the top S most wanted items: milk, cheese, fresh produce, lean proteins and eggs. We will also provide holiday meals to our families so that no family goes without this holiday season. Often times when living paycheck to paycheck it is these very special occasions which can become overly stressful for families who cannot afford to purchase anything "extra.'" This goes for our seniors who live alone and can find these holidays too lonely to cook, we provide precooked meals for them to enjoy. We expect that client satisfaction at our food pantry will go up after receiving these funds and being able to purchase more of the healthy food items requested by families, which also tend to be the most expensive. We will know we are successful when we can get the top 5 requested healthy food items (from a recent client survey) into each food box we distribute. We measure this outcome using a food bank manager software which is able to track the food we distribute. We will use our social media platform for raise awareness of food insecurity and the need to donations of healthy food items to food pantries which will lead to greater public understanding and result in action on the part of the public to get involved. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY, While 80% of our food comes from donations, we supplement with non-perishable staples that need to be purchased like eggs, milk, cheese, butter, produce and proteins because they are rarely donated. Funds will be used to purchase these food items along with the supplies needed for distribution such as bags and tape for boxed food. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENT'S MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Temecula residents benefit from our program in several ways: 1. A weekly savings of approx. $200 on their grocery bill, over $10,000 annually allowing them to stay housed in Temecula. 2. Participants meet with an advocate who can connect them with needed resources beyond food such as workforce development, financial aid, healthcare and housing. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: Efl 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* Our Healthy Meals program provides free food to over 200 families living in Temecula, mostly children and senior citizens. The program allows low income families and individuals to save an average of $200- 400 a month on their grocery kill allowing them to use their funds on things like rent and medical bills. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $171,000.00 Other grants or funding already awarded for Project/Program, if any Temecula Reinvestment Fund $50,000.00 In -Kind match amount or volunteer credit hours estimated amount $1,332,000.00 X6'11111110i7aORa010�14=01:19]:a a11ilU:140li1aCHiI IWAIAI Tools/Equipment* EXPENSES' Vehicle rental/repairs/cooler & freezer repair & maintenance $29,700.00 Facilities/Rentllnsurance * Insurance/facilities maintenance $35,000.00 Supplies* warehouse and office supplies (paper, bags, boxes, etc) $10,000.00 Marketing* advertisinglt-shirts/membership fees $5,000.00 Services* copier leases/accounting & management services $29,300.00 Food* in -bind and purchased food $1,347,000.00 Other* staff leadership/certifications $3,000.00 Staffing Expense $84,741.00 TOTAL REVENUE; TOTAL EXPENSES $1,558,000.00 $1,459,000,00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: Requested Amount: Thessalonika Family Services $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Allison Willits, Executive Director allison.willits@cmoh.net 9514441404 Name & Title PresidentlAuthorized Officer Signature* Date 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARE❑ BY: Name, Title, & Organization If you have any questions, please contact. Betsy.Lowrey@TemeculaCkgov (951) 693-3959 or 5tacey.Brown@TemeculaCA.gov (951) 694-6413 �) k'aitmc m ,,I'the llraani 1 i��7 it+�e•rnnk Itr►•i l+++r Sr,i►Icr P.D, Box 2508 Cittcitinati d11 454 a TIAESSALONIKA FAMILY SERVICES PO BOX 890326 RTEMECULA CA 92589-0326 k i 054933 Employer ID number: 95-3551068 Forth 990 requiredl YES Dear THESSALONrKA FAMILY SERVICES: I1t rovIy r(frnr iis1 011.2.1�i.�i21 ,! kill o Ito, i.'0111 L 111 16ric Q 95-35510611 0000af) 00 Input 0111 0752.153521 00026960 00DC 1 rE We're responding to your request dated June 05, 2010, about your tax-exempt status. We issued you a determination letter in September 1995, recognizing you as tax-exempt under Internal Revenue Code (IRC) Section 501(c) (05). We also show you're not a private foundation as defined under IRC Section 509(a) because you're described in IRC Sections 509(a)(1) and 170(b)(1)(A)(vi). Donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106, and 2522. In the heading of this letter, we indicated whether you trust file an annual information return. If you're required to file a return, you must file one of the following by the 15th day of the 5th month after the end of your annual accounting poriod: Form 990, Return of Organization Exempt From Income Tax - Form 990E2► Short Form Return of Organization Exekpt From Incente Tax - Form 990-14, Electronic Notfce (A -Postcard) for Tax -Exempt Organizations Not Requirod to File Form 990 at, Form 990-E7 Form 990-PF► Return of Private Foundation or Section 4947(a)(1) Trust Treated as Private Foundation According to IRC Suction 6053(i), if you don't file a reryuirod litnual information return or notice for 41 +consectitive years, we'll rovoke Your tax-exempt stratus oil the due dates of the 3rd ro(i►tirod return or notice. You can get IRS forms or publications you nand from our ,websito at www.irs.gov/forms-pubs or by callin(1 000-TAX-FORM (HOO-•829-36'16). If you have questions, call 077-029-SSGD between 8 a,m. (tnd 'S p,tn., 0752153521 June 14, 2018 LTR 4168C 0 95-3551068 000000 00 Input Op: 0752153521 00026969 THESSALONIKA FAMILY SERVICES PO BOX 890326 TEMECULA CA 92589--0326 local tithe, Monday through Friday (Alaska and Hawaii follow Pacific time). Thank you for your cooperation. Sincerely yours, /'4� -141 li�-i- Teri. M. Johnson operations Manager, AM Ops. 3 FY 23/24 Community Service Funding (CSF) Grant Application 42 TOURETTE ASSOCIATION OF AMERICA Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) Confirm Applicant Organization Year Organization Name: Founded: Tourette Association of America 1972 Mailing Address:* Number of Paid Staff: 42-40 Belk Blvd., Bayside, NY, 11361 30 Contact Name &Title: * Contact's Email: Karon Williams, Vice President, rd@tourette.org Resource Development & Affiliate Services Does the nonprofit have a current City of Temecula Business License? Yes No A current City of Temecula Business License may be required to submit prior to fund disbursement. rnde rsand Website: www.tourette.org Number of Volunteers:* 150 Contact's Phone Number:* 7182242999 Geographic Area(s) the Organization Serves: Nationwide Geographic Area(s) the Project/Program Serves: Temecula, CA CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 TS Family Support Services MAX: $5,000 PER ORC Start Date:* End Date:* Physical Address of ProjectJProgram � 2024-01-01 024-41-01 Virtual Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Dectronic File Transfer Make Check Payable to:* Tourette Association of America Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS. Deductibility Status IRS Employer Identification Number (EIN):* 23-7191992 To find IRS deductibility Status, click the link below: https://apps.irs.gov/app/eos/ Provide further verification as follows:' Date of Incorporation: 01 /01 /1972 Attach IRS Deductibility Status:* QR, Determination Letter - 501(c)3.pdf (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 TAA 990 page I.pdf on the link below: (990, 990-E2, 990-PF, 990-T) httpE //rct.do].ca.govNerif ication/Web/Search.aspx? facility=Y 333.43KB 373.76KS Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, ❑r interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer ❑f the organization? Yes No This Application has been authorized by the organizations: * Executive Committee Board of directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* The Tourette Association of America (TAA) is the only national organization that is dedicated to supporting the millions of people who experience Tourette Syndrome (TS), other Tic Disorders, and related mental health conditions by raising awareness, advancing research, and providing support to patients and families. The TAA's mission, firmly rooted in education and advocacy, is to break down societal barriers and diminish the stigma experienced by these individuals. The organization is also at the forefront of scientific discovery, testing novel ways to prevent, treat, and mitigate the challenges associated with these a- leurodevelopmental disorders. TAA provides a lifeline of resources, from support groups and professional training to referrals for essential care, and empowers those affected and their families to thrive in their everyday lives. Moreover, TAA ensures people with TS of all ages have the tools to succeed academically, professionally, and socially. As a policy advocate, TAA tirelessly fights for progressive social policies that prioritize and protect the interests of the TS community. The TARS resources are the only available support specifically for people with TS and Tic Disorders, so their impact has been substantial in improving the lives of this marginalized population. Lived experience informs the TARs wide range of programs because the best way tD advocate for the TS community is to include their input in decision -making. Led by a team of people personally affected by these conditions, the TAA elevates the voices of an underrepresented population to ensure they are receiving the most effective support possible. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPKS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes Nc: Project/Program Description RECEfPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPR OG RAM AS DESCRIBED HERE. Understand ProjectlProgram rule: TS Family Support Services 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* City of Temecula Grant Funding will support the TAAs Southern California TS Family Support Services initiative. Under this initiative, residents of Temecula will be provided a dedicated Support Group for these affected by TS, Tic Disorders, and related disabilities. 1 in 50 school aged children are affected by TS and Tic Disorders in America. According to KidsData.org, Temecula Valley Unified School District has an approximate of 49,174 children enrolled; applying the statistic shows that 988 children are likely directly affected by TS or another Tic Disorder. The families, friends, and social circles who support the affected child only grow the population impacted. This number serves as a call to action for the TAA to support families who live with TS or other Tic Disorders. Through this funding, we will establish a monthly dedicated TS Family Support Group that serves Temecula residents exclusively. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Funding from the City of Temecula will specifically go toward developing, facilitating, and promoting these group meetings within Temecula. To have the greatest impact, we will utilize a variety of marketing strategies to reach our targeted population; For example, we will create and distribute promotional materials such as flyers, social media posts, and email newsletters to inform people about our Support Groups and encourage families to attend. We will also establish connections with Temecula organizations and community groups to promote our trainings to further extend reach. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING, The CDC estimates that one in fifty school -aged children, or approximately 5S0 in the City of Temecula, experiences Tourette Syndrome or a Tic Disorder. Furthermore, 50% of all people with these conditions are going completely undiagnosed, particularly in underserved communities that already lack access to healthcare. Tourette Syndrome is a challenging condition that affects the entire family. Our Tourette Syndrome Support Groups provide a safe space for parents and family members to share their experiences and find support. Led by trained parent mentors, the groups offer a supportive and understanding environment. By performing outreach and training members of the TS community in Temecula, we will connect people with peer support and resources available through our Southern California Chapter that they may not otherwise have known existed. 3b. ESTIMATED NUMBER OF PEOPLE FROM 3c. ESTIMATED NUMBER OF VOLUNTEERS TEMECULA EXPECTED TO BENEFIT FROM * INVOLVED IN THIS PROJECTIPROGRAM: 3b.. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM; 120 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM. 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.' Grant funding will support outreach for the TAAs Family Support initiative to provide the underserved Tourette Syndrome and Tic Disorders population in Temecula with monthly peer support groups, serving a minimtirn of 120 duplicated individuals, Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $0.00 Other grants or funding already awarded for Project/Program, if any Orange County Health Care Agency $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES* Computer, phone services, software licensing $2,500.00 FacilitieslRentlinsurance* NIA $0.00 Supplies* Printing costs, office supplies $1,500.00 Marketing* Outreach to Temecula residents $500.00 Services` Background Checks $500.00 Food* NIA $0.00 Other* NIA $0.00 Staffing Expense $0.00 TOTAL REVENUE: TAIL EXPENSES s5; 00D. DD $ S, 000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: Tourette Association of America $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Amanda Talty rd@tourette.org 7182242999 Dame & Title PresidentlAuthorized Officer Signature* Date Time [.:�o�r�rftd"frft f 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or - H 009002 IRT Department of the Treisury jInternal Revenue Service P.O. Box 2508 Cincinnati OH 45201 TOURETTE ASSOCIATION OF AMERICA INC 42-40 BELL BOULEVARD BAYSIDE NY 11361-2201 In reply refer to: 0752857589 Feb. 15, 2018 LTR 4167C 0 23-7191992 000000 00 00013687 BODC: TE Employer identification number: 23-7191992 Group exemption number: 9116 Dear Taxpayer: This is in response to your request dated Feb. 06, 2018, for information about your tax-exempt status. Our records indicate we issued a determination letter to you in DECEMBER 1982, and you're currently exempt under Internal Revenue Code CIRC) Section 501Cc)(3). We also recognized the subordinates on the List you submitted as exempt from federal income tax under IRC Section 501(c)(3). For federal income tax purposes, donors can deduct contributions they make to you as provided in IRC Section 170. You're also qualified to receive tax deductible bequests, legacies, devises, transfers, or gifts under IRC Sections 2055, 2106 and 2522. Because IRG Section 170(c) describes your subordinate organizations, donors can deduct contributions they make to them. Please refer to www.irs.gov/charities for information about filing requirements. Specifically, IRC Section 60330) provides that, if you don't file a required return or notice for three consecutive years, your exempt status will be automatically revoked on the filing due date of the third required return or notice. In addition, each subordinate organization is subject to automatic revocation if it doesn't file a required return or notice for three consecutive years. Subordinate organizations can file required returns or notices individually or as part of a group return. For tax forms, instructions, and publications, visit www.irs.gov or call 1-800-TAX-FORM (1-800--829-3676). If you have questions, call 1-877-829-5500 between 8 a.m. and 5 p.m., local time, Monday through Friday (Alaska and Hawaii follow Pacific Time). FY 23/24 Community Service Funding (CSF) Grant Application 43 VETERANS SUPPLEMENTAL SUPPORT NETWORK Aft Community Service Funding Application Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) c©nftrrn Applicant Organization Name: Veterans Supplemental Support Network Mailing Address:* 41 S93 Winchester Rd Ste 2OO * Year Organization Founded: O'i 3 x Website: www.vetsupportnet.org Number of Paid Staff:* Number of Volunteers: 3,OOO Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Daisy Tate, Board Director dtate@vetsupportnet.org 41 S-779-8776 Does the nonprofit have a current City of x Geographic Area(s) the Organization Serves:* Temecula Business License"? Riverside County Yes ,;- Business License No.* OS46S2 Copy of Business License* 2023 License -Veterans Supplemental Suppoi 1 Network.pelf https://css,temeculaca.gov 9535M Geographic Area(s) the ProjectlProgram Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Stress Less Week Campaign MAX: $S,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program * 2024-04-08 2024-04-08 41 S93 Winchester Rd Ste 200 Preferred Payment Method: Make Check Payable to:* (if grant is awarded.) Veterans Supplemental Support Network Check Mailed Check Picked Up Dectronic Fife Transfer Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID: * 3557670 To find CA Entity Status Letter. click the link below: http s: //www.ft b.ca.govf h e l p/bu s i ness/e n t i ty- status-letter.asp?Wi.mc_id=a kBE5tatus Provide further verification as follows:* Date of Incorporation: 09/ 10/2013 Attach State of California Entity Status Letter:" VSSN Entity Letter.pdf (one required, both preferred) Forst Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool !link below) State Registry search Tool: Attach State Registry Document/Info* 370.11 KB https://rct.doj.ca.govNerification/web/Search.aspx? VSSN State Registry ❑etails.pdf 5'4.71KH facility=Y Application Authorization Has the organization or any members of the Board of Directors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's: * Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* To end and prevent suicide, hunger, and hardship in the military and veteran community. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME of PROGRAM/PROJECT FUNDED BY THE CITY GRANT AMOUNT;* MONTH YEAR FUNDING OR SPONSORSHIP * RECEIVED* CEIVED Stomp the Stigma $10,000.00 June 2023 N/A 50.00 0 NAME of CITY GRANT OR SPONSORSHIP Community Service Funding Reinvestment in Temecula Grant Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand ProjectlPrograrn Title: Stress Less Week Campaign 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Veterans Supplemental Support Network (VSSN) is asking the City of Temecula to grant funding support for VSSN's Stress Less Week in April 2024_ Stress Less Week: is a campaign under VSSN's Stomp The Stigma initiative. Stress Less Week takes place during Stress Awareness Month in April, in which VSSN partners with local K-12 schools, colleges, universities, organizations, agencies, and businesses to create and promote projects on campus or in their workplace that help identify, reduce, and effectively manage both physical and mental stress for community members including military -service connected individuals. An annual well -supported activity is "Chalk It"! "Chalk It "inspires students, professionals, and community members to engage in drawings and Writing in a rainbow of colors, messages of hope, love, acceptance, and understanding on adorning sidewalks and parking lots at area schools, nonprofit organizations, and businesses. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO DE PURCHASED AND WHY. VSSN is requesting grant funding to cover the direct costs of the "Chalk It" activities during Stress Awareness Month in April. The bulk value of Stress Less Week's "Chalk It" activity comes from in -kind services and volunteers. Logistic volunteers contribute by monitoring appropriate messages and distributing surface -friendly art supplies, setting up educational areas, and they spend countless hours cleaning up messages 3-4 weeks after "Chalk It " has ended. VSSN oversees approximately eighty-five Temecula resident volunteers who support art supplies distribution and clean up. The largest expense for this activity includes art supplies, equipment rentals, signage, chalk remover solutions, other cleaning supplies, and meals for volunteers. VSSN intends to utilize 100% of its funding to purchase needed art supplies, secure equipment rentals, and buy meals for Temecula volunteers from Temecula businesses. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. VSSN is requesting grant funding to cover the direct costs of the "Chalk It" activities during Stress Awareness Month in April. The bulk value of Stress Less Week's "Chalk It" activity comes from in -kind services and volunteers, Logistic volunteers contribute by monitoring appropriate messages and distributing surface -friendly art supplies, setting up educational areas, and they spend multiple hours cleaning up messages 3-4 weeks after "Chalk It " has ended. VSSN oversees approximately eighty-five Temecula resident volunteers who support art supplies distribution and clean up. The largest expense for this activity includes art supplies, equipment rentals, signage, chalk remover solutions, other cleaning supplies, and meals for volunteers. VSSN intends to utilize 100% of its funding to purchase needed art supplies, secure equipment rentals, and buy meals for Temecula volunteers from Temecula businesses. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 13,000 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECTIPROGRAM: 2,000 4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." VSSN requests funding to support volunteer meals, equipment, cleaning, and art supplies for its "Chalk It" project where businesses and community members write/chalk uplifting messages on the{r sidewalks/parking-lots. As a benefit, Temecula residents may learn how to better cope with stress, communicate with kindness, and improve their quality -of -life. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectlProgram by the Applicant Organization $1,500.00 Other grants or funding already awarded for Project/Program, if any D Executive Protection CSR Grant $2,500.00 In -Kind match amount or volunteer credit hours estimated amount $381,600.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES` 20 Tables, 10 Canopies and 20 Chairs $760.00 Facilities/Re ntll ns u ra nce * Insurance $585.50 Supplies* Art Supplies and Cleaning Supplies $2,955.00 Marketing* Educational Signage and Digital Posting $3,000.00 Services* Delivery and Mailing Fees $424.50 Food Meal $1,275.00 Other* x In -Kind Value Contribution (Volunteerism and Donations) $381,600.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $39 0,600.00 $390, n00.0o Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Requested Amount: Veterans Supplemental Support Network $S,000.00 PresidentfAuthorized Officer:* E-mail:* Phone: Daisy Tate Board Director dtate@vetsupportnet.org 415-779-8776 Name & Title PresidentlAuthorized Officer Signature* date Time 11 67DIVvy Pine 2023-08-18 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/18/2023 ESL iD: 7041462053 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 3557670 Entity Name; VETERANS SUPPLEMENTAL SUPPORT NETWORK 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) HOME ABOUT MEDIA CAREERS REGULATIONS RESOURCES PROGRAMS CONTAC I Registrant Details Entity type., Corporate Class as registered with the Secretary of State or based on founding & registration documents. [Organization Name: VETERANS SUPPLEMENTAL SUPPORT NETWORK IRS FEIN: 462705469 Entity Type: Public Benefit SOS/FTB Corporate/Organization Number: 3557670 Registry Status: Current Renewal Due/Exp. Date: 5/15/2023 RCT Registration Number: CT0260255 issue Date: 9/21/2018 Record Type: Charity Registration Effective Date: 9/21/2018 Date of Last Renewal: 9/6/2022 DBA: Mailing Address Street: 41593 WINCHESTER RD STE 200 Street Line 2: City, State Zip: TEMECULA CA 92590 Filings & correspondence Miscellaneous Documents Returned Postcard 41593 WINCHESTER RD STE 200 CT 400 First Notice To Register MM IRS Form 990 Series 2021 Form RRF-1 2021 Renewal Filing 2020 Renewal Filing 2019 Renewal Filing 2018 Founding Documents Click on Document Type at the left to open PDF CT-470 Confirmation of Registration Click on Document Type at the left to open PDF Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 1/1/2018 Accounting Period End Date: 12/31/2018 Filing Received Date: 2/7/2020 Form RRF-1 Reject/Incomplete Reason: Form C'T TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 1112019 Accounting Period End Date: 12/31/2019 Filing Received Date: 12/16/2021 Form RRF-1 Rejectflneomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason; Notes From Registry Staff: Status of Filing: Accepted Period Begin Date: Period End Date: Received Date: n RRF-1 RejectiIncomplete Reason: n CT TR-1 Reject/Incomplete Reason: Form 990 Reject/Incomplete Reason: s From Registry Staff: of Filing: nting Period Begin Date: nting Period End Date: Received Date: n RRF-1 Reject/Incomplete Reason: n CT TR-1 RejectlIncomplete Reason: Form 990 Reject/Incomplete Reason: ,s From Registry Staff: 1111,2020 12/31/2020 12f 16f2021 Accepted 1/1/2021 12/31/2021 7/26/2022 Resubmission/Correction Accepted 1) Signature missing 2) Explanation to Question No. 5 missing Related Registrations & Event Reports The related records shown below depend on the record type being vieuved: Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations. Raffle Registrations relate to Raffle Reports. Click on the RCT Registration No to navigate to the related record. No Related Records FY 23/24 Community Service Funding (CSF) Grant Application MA VOICES FOR CHILDREN Community Service Funding Application (7` Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) confirrn Applicant Organization Name: Voices for Children Mailing Address:* P.D. Box 7219, Riverside, CA 92505 Year Organization Website: Founders: www.speakupnow.org 1980 Number of Paid Staff:* Number of Volunteers:* 78 1,234 Contact Name &Title: * Contact's Email:* Contact's Phone Number:* Jessica Munoz, President & CEO jessicaM@speakupnow.org Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County and San Diego County Yes No Business License No.* 055636 Copy of Business License* Voices for Children Business License (screensh❑ t pending arrival of paper copy).pdf https://css.temeculaca.gov 175.52KB * Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* $2,500.00 MAX: $5,000 PER QRG Start Date:* 2623-07-01 Project/Program Title:* Court Appointed Special Advocate (CASA) Volunteer Drive in Temecula End Date:* 2024-06-30 Preferred Payment Method: (If grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Physical Address of Project/Program* 11870 Pierce St., Ste. 260, Riverside, CA 92505 Make Check Payable to: Voices for Children Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, bath preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* 1155526 To find CA Entity Status Letter, click the link below: h ttps://www.ftb.ca.gov/help/business/entity- status-letter.asp?1NT.mc_id=akBEStatus IRS Employer Identification Number (ElN): 95-3786047 To find IRS Deductibility Status, click the link below: https:"apps.irs.gov/app/eos/ Date of Incorporation: 12/01 f 1982 Attach State of California Entity Status Letter:* Voices for Children FTB Entity Status Letter.pdf Attach IRS Deductibility Status:* Voices for Children IRS Deductibility Status.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry .Search Tool (link below) You might find IRS Form 990 on the link below: http s:Jf rct. d of .ca.govNa ri fi cat i o n Iwe b/Sea rc h. a s px? facility4Y Attach First Page of Most Recent Form 990* VOICES FOR CHILDREN IRS 990 - 6,30.22 - (first page),pdf (990, 990-EZ, 990-PF, 990-T) State Regis" Search TooL Attach State Registry Documentllnfo' https:IfrcL.duj.ca.gt+v/VertfcaLionfwebiSearch,-3sPX7 Voices Tar0ddrein State Iegistry Search DetaiI5.pdr facifity=Y d5 -66KB 444.03 KB 57.5KB 20&63KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* The mission of Voices for Children (VFC) is to transform the lives of abused, abandoned, or neglected children by providing them with trained, volunteer Court Appointed Special Advocates (CASAs). This year, approximately 5,000 vulnerable children will spend time in Riverside County foster care. After experiencing physical abuse or neglect, children are removed from their horse and families and feel isolated, scared, and apprehensive about the future. The constraints of the foster care system are not ideal to meet the complex needs of children. For example, Juvenile Courtjudges make critical decisions for hundreds of children in foster care each year —many more children than they can know individually. VFC Klatches children in need with CASA volunteers who will advocate on their behalf in court, school, and the cammunity. In fiscal year (FY) 2023-24, VFC will provide more than 10 Temecula children and 540 children overall in Riverside County foster care with the consistent and caring attention of a CASA who will advocate on their behalf to ensure that their needs are met and their concerns and aspirations are heard before the Court. VFC has proudly served as the CASA program for Riverside County since 2015 and has served a growing number of children each year since our inception. In January 2023, VFC entered an agreement with the Pechanga (Sand of Indians under which we will now provide CASAs to children under thejurisdiction of the Pechanga Tribal Court. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT, MAY BE NEEUEU TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? NAME OF PROGRAM/PROJECT MONTH + YEAR FUNDING NAME of CITY GRANT OR FUNDED BY THE CITY GRANT AMOUNT;' RECEIVED* SPONSORSHIP OR SPONSORSHIP Court Appointed $7,236.00 July 2023 Community Special Advocate Development Block (CASA) Program Grant (CDBG) Court Appointed $7,226.00 July 2622 Community Special Advocate Development Block (CASA) Program Grant (CDBG) Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U+iderstand ProjectfPrograrn Tittle: Court Appointed Special Advocate (CASA) Volunteer Drive in Temecula 9. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT." VFC respectfully requests $2,500 to support a CASA volunteer recruitment drive in Temecula. Volunteers are the heart and soul of our program. Each year, we recruit and train 100 new community members to be matched with children in foster care. Our capacity to serve more children in need depends on our ability to recruit new community members to volunteer to undergo training and serve as CASAs to children in foster care. This has been a difficult task since the onset, of the COVID-1 9 pandemic, as volunteerism is still down 24 percent from pre -pandemic levels. Therefore, VFC is stepping up recruitment efforts as our funding allows. We believe Temecula is a good source for potential volunteers because Temecula is family -oriented and many community -minded residents of Temecula have already completed CASA training and been matched with children in foster care. We aspire to recruit volunteers by exhibiting at multiple public events in Temecula to raise awareness of the CASA program and the need for additional volunteers. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. - ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. This funding will enable VFC to pay for fees associated with exhibiting at several popular events in Temecula and other related event expenses. The events include some that we have attended in the past, such as the Temecula Valley Balloon & Wine Festival and the F.I.T. Fun Color Run, and several new ones for us, including the Temecula Valley Chamber of Commerce's Women in Business event, the Temecula Greek Festival, various Vail Headquarters events, the UCS Charity Golf Tournament for Special Olympics Southern California, Reality Rally, and a Taste of Tahiti. VFC hopes that by attending these exciting, local events, that we may have the opportunity to meet potential CASA volunteers and tell them more about this rewarding volunteer opportunity. This funding will also cover various advertising costs to support our program and our participation In these events. These related advertising expenses will include both event -exclusive opportunities, such as advertising on event websites and programs and logo placement on event promotional materials, and general advertising in local media (digital, print, and possibly radio) serving the Temecula market. This advertising would build awareness of VFC and our CASA ,program and drive traffic to our booths so that we can directly engage with citizens EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. An investment in the CASA volunteer drive will benefit Temecula in many ways. First, our program produces tangible benefits for our selfless volunteers. CASAs gain personal growth, empathy, and a profound sense of satisfaction For making a tangible difference in the lives of vulnerable children. By focusing on Temecula, we hope to double the number of CASAs from Temecula. Last year, 32 Temecula residents served as CASAs. The CASA program also directly benefits Temecula children in foster care. Approximately 40 percent of the children we serve are in the southwest portion of Riverside County. By ensuring access to beneficial educational, physical and mental health, family, and dousing services, CASAs help their assigned children to heal from trauma, overcome obstacles, and pursue brighter futures. VFC will provide advocacy to at least 10 Temecula children in foster care this year. The more CASAs we recruit, the more children from Temecula can benefit from having their own CASA. By setting children up for success in life, CASAs benefit the community at large. For example, children with CASAs perform better at school than those without CASAs. Greater academic attainment clearly correlates with better employment opportunities and reduced risk of hornelessness and incarceration, both of which are extremely costly to society. Moreover, children with CASAs are more likely than those without to find permanent homes sooner, whether reunification with their birth parents, adoption, or guardianship —all of which are less costly to society than foster care. Finally, by participating in events in Temecula, VFC will continue to the strength of the events, positioning them for future growth. This, in turns, supports businesses in Temecula as people f rom surrounding areas travel to attend events and bolsters Temecula's reputation as a desirable place to live and visit. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 4_ 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* VFC respectfully requests $2,500 to support a CASA volunteer recruitment drive in Temecula. Funding will enable VFC to exhibit at multiple events in Temecula, thereby increasing awareness of the critical need for more CASAs. This project will help Temecula children in foster care and provide residents with meaningful volunteer opportunities. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $2,500.00 Refer to Page 2 Amount contributed to the ProjectlProgram by the Applicant Organization $3,SVO.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $0.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* nla Faci I ities/Re ntli ns u ra nce * nla Supplies* nla Marketing* Exhibition fees for Temecula events, advertising Services* nla Food* nla Other* nla Staffing Expense TOTAL REVENUE: S6,0MOO TOTAL EXPENSES �y EXPENSES* $0.00 * $0.00 * $0.00 * $6,000.00 * $0.00 $0.00 $0.00 * $2,200.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: Voices for Children $2,500.00 President/Authorized Officer:* E-mail:* Phone:* Jessica Munoz JessicaM@speakupnow.org Name & Title PresidentlAuthorized Officer Signature* Date Time o7ev,;,(-a Wt,,aez IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Christina Piranio, director of Philanthropy, Voices for Children Name, Title, & organization If you have any questions, please contact_: Betsy.Lowrey@Temecu[aCA.gov (951) 693-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter Date: 8/22/2023 ESL ID: 2871200812 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1155526 Entity Name: VOICES FOR CHILDREN 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Secuon 23701 d. Q4. We do not have current information abort the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) 8122123, 4:37 PM Details HO NIE ABOUT MEDIA C'AREER'S F'EGuLAII'3r-i-.- RESOURCES PF.'0GtiAKS L1 r4I';-_ Registrant 'Details Entity type- Corporate Class -e recJstered with the Sr— ratary of State or based on founding & registration documeri,-;. Organization Name: Entity Type: VOICES FOR CHILDREN IRS FEIN: Public Benefit SOSIFTB Corporate/Organization Number: 953786047 1155526 Registry Status: RCT Registration Number: Record TAW: Date of Last Renewal: Current Renewal Due/Exp. Date: 049662 Issue Date: Charity Registration Effective Date: 6123'2023 DBA: 11/15/2023 &30: 2006 6 30; 2006 p �+ Mailing Address Street: Street Line 2: City, State Zip: 2851 MEADOW LARK DRIVE SAN\T DIEGO CA 92123 Filings & Correspondence Missing Reports Letter Missing Reports Letter Incomplete Form Notice 2014 Incomplete Forth Notice 2014 Founding Documents Founding Documents Renewal Filing 2022 Renewal Filing 2021 CT-550 Fo17r1 RRF-1 Incomplete 2020 Renewal Filing 2020 Renewal Filing 2019 CT-550 Foi7n RRF-1 Incomplete 2018 Renewal Filing 2018 Form RRF-1 2018 Form RRF-1 2017 IRS Farm 990 Series 2017 Form RRF-1 2017 2016 IRS Forin 990 Series 2016 IRS Form 990 Series 2016 Form RRF-1 2016 Form RRF-1 2015 RRF-1 2015 RRF-1 2015 IRS Form 990 2015 IRS Form 990 RRF-1 2014 2014 RRF-1 RRF-1 2014 2014 RRF-1 IRS Form 990 2014 2014 IRS Form 990 RRF-1 2013 2013 RRF-1 IRS Form 990 2013 2013 IRS Form 990 RRF-1 2012 2012 RRF-1 https:llrct_doi-ca.govNerifioationNVeblDetails.aspx7result=61314965-4354-497b-9af2-03453t7dbbf0 115 8122123, 437 PM Details IRS Form 990 2012 2012 IRS Form 990 RRF-1 2011 2011 RRF-1 IRS Fonn 990 2011 2011 IRS Form 990 RRF-1 2010 2010 RRF-1 IRS Fonn 990 2010 2010 IRS Form 99D RRF-1 2009 2009 RRF-1 IRS Forn1990 2009 2009 IRS Form 990 RRF-1 2008 2008 RRF-1 IRS Fonn 990 2008 2008 IRS Form 990 RRF-1 2007 2007 RRF-1 IRS Form 990 2007 2007 IRS Form 990 RRF-1 2006 200E RRF-1 IRS Form 990 2006 2006 IRS Form 990 RAF-1 2005 2005 RRF-1 IRS Form 990 2005 2005 IRS Form 990 RRF-1 2004 2004 RRF-1 IRS Form 990 2004 2004 IRS Form 990 RRF-1 2003 2003 RRF-1 IRS Forin 990 2003 2003 IRS Form 990 RRF-1 2002 2002 RRF-1 IRS Form 990 2002 2002 IRS Form 990 RRF-1 2001 2001 RRF-1 IRS Forin 990 2001 2001 IRS Form 990 RRF-1 2000 2000 RRF-1. IRS Form 990 2000 2000 IRS Form 990 Annual Renewal Data Status of Filing: Accepted Accounting Period Begin Date: 7/112009 Accounting Period End Date: 6/30/2010 Filing Received Date: 519/2011 Form RRF-1 Rejectllucomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1i2010 Accounting Period End Date: 6/30/2011 Filing Received Date: 518I2012 Form RRF-1 Reject/Incomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectiIncomplete Reason: ;dotes From Registry Staff: Status of Filing: Accepted Accounting Period Begin Date: 7/1/2011 Accounting Period End Date: 6130i2012 Filing Received Date: 5i13 2013 Form RRF-1 RejectfIncomplete Reason: Form CT-TR-1 Reject/Incomplete Reason: IRS Form 990 RejectiIncomplete Reason: https:llrct_doj.ca.gav(VerificationMeblDetails.aspx7result=61314965-4354-497b-9ai2-03453fTdbbfO 215 8122123. 4:32 PM Tax Exempt Organization Search Details I Internal Revenue Service Voices for Children EIN: 95-3786047 1 San Diego, California, United States Publication 78 Data Organizations eligible to receive tax-deductible charitable contributions. Users may rely on this list in determining deductibility of their contributions. On Publication 78 Data List. Yes Deductibility Code: PC (D Copies of Returns (990, 990-EZ, 990-PF, 990-T) Electronic copies (images) of Forms 990, 990-EZ, 990-PF or 990-T returns filed with the IRS by charities and non -profits. u Tax Year 2021 Form 990 v Tax Year 2019 Form 990 N/ Tax Year 2018 Form 990 v Tax Year 2017 Form 990 \/ Tax Year 2016 Form 990 nttps://apps.irs.gov/appieosidetaiis/ 1 +2 ion X I � Online Renewal & E-Verify I Ten X 3 Public Wormation 1SelfService*/sea rch?m=1 &fm=10&ps=10&pn=1 &em =truest=055636 X + )elf Service Public Information Search .%.i Found 2 results Filter Results All Inspection .r fOr 05563. Sort Relevance V Next I Top I Paging options I Filter Captions I Main Menu Search Q Q Search I Reset11 0 Export License Number 055636 Company Name Voices for Children Applied Date 07/27/2023 License Type Commercial Location Inside the City Period Start Date Expiration Date 01/01/2999 License Status Applied Address 1 RIDGEGATE DR PM 23968:5 Unit- 120 TEMECULA CA 92590 Company Type Non -Profit Corp Industry Classification Individual and Family Social Services Business Status Active Main Parcel 940310040 DBA Opened Date 07/27/2023 Closed Date Last Audit Date Results per page' 10 -1 1-1 of 1 -- 1W FY 23/24 Community Service Funding (CSF) Grant Application 45 WAVES PROJECT Community Service Funding Application —/;, 00-A�� Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) confirm Applicant Organization Year Organization Website: Name: Founded: wavesproject.org WAVES Project 2013 Mailing Address:* Number of Paid Staff: Number of Volunteers:* 42225 Remington Ave #A18 4 35 Contact Name & Title: * Contact's Email:* Contact's Phone Number:* Barbara Rubin, Treasurer Barbara@wavesproject.com Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Southern California, Houston, TX, South Florida Yes No Business License No.* #655657 Copy of Business License* Business License explanation.pcif https://css.temeculaca.gov 35.72KB * Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 SCUBA Therapy for injured Veterans MAX: $5,000 PER QRG Start Date:* End Date:* Physical Address of Project/Program * 2023-07-01 2024-00-30 42225 Remington Ave ##A-1 S, Temecula Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Dectronnc File Transfer Make Check Payable to: * WAVES Project, Inc Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status IRS Employer Identification Number (EIN):* 46-3805961 To find IRS deductibility Status, click the link below: https://apps. irs.govla ppleos/ Provide further verification as follows:' Date of Incorporation: 09/25/2013 Attach IRS Deductibility Status:* Fi na I Letter_46-3805461 _VVAV ES PROJ ECTI N C_03142014(1).tif (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your chanty found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 2022 Tax Return (WAVES PROJECT} Page t.pdf on the link below: (990, 990-EZ, 990-PF, 990-T) httpi //rct.dof .ca.govNerif ication/Web/Search.aspx? facility=Y 50.15KB 12.';4KB Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives: * Our Mission is to help veterans with service connected injuries Recover - through adventure, Discover - our underwater world, Rebuild - Families and relationships. We do that by making use of the therapeutic properties of water and the SCUBA diving experience. We work with all types of injuries from Amputations and Paralysis to Post Traumatic Stress, Vision Loss, Anxiety disorder and Nerve Pain. Providing meaningful projects where wounded veterans feel they are performing an important service to our country while receiving the therapeutic benefits gives them renewed sense of purpose and camaraderie. UPON REQUEST, COPIES OF THE ORGANIZATION'S CURRENT BUDGET/FINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA'S AUDIT. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? yC NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * SCUBA Training for Wounded Veterans NIA AMOUNT;* $5,000.00 $0.00 MONTH + YEAR FUNDING RECEIVED* 1 / 10/2022 0 NAME OF CITY GRANT OR SPONSORSHIP Community Service Funding 0 Project/Program Description RECEfPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPR OG RAM AS DESCRIBED HERE. Understand Project/Progratn Tale: SCUBA Therapy for Injured 'Veterans 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT.* Providing SCUBA Diving and training to veterans and those with service connected injuries and their dive buddies offers a unique therapeutic experience. Aquatic therapy is widely accepted as beneficial to relieve nerve pain from physical injuries; over the last 10 years working with approximately 1200 participants we have seen improvement in PTSD and Anxiety symptoms. The program provides a positive outlet for those seeking an active lifestyle they can have in spite of their injuries. Camaraderie is a big part of the program as veterans develop relationships with their fellow divers and begin to share experiences, thoughts and challenges. Volunteering in the program is encouraged to help take the focus off self and on helping others. Friends and Families are encouraged to participate to support the veteran as they move toward overcoming symptoms of their injuries. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED. ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Training materials and boat fees are the largest expenses. Equipment maintenance including annual servicing of SCUBA equipment and replacing damaged or worn out equipment. SCUBA Instructor and Certified Assistant fees insure that each participant is properly trained and supervised while diving. CPRIAEDI02 administration training for those who wish to take part in advanced training. Auto fuel for transporting equipment to dive sites and lodging for overnight stays. There are 29 residents of Temecula who have either taken part in a program or have applied waiting for funding. Services will be offered to these veterans and their buddies first, then outreach to ether residents who may not be aware of this program. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.* TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Any resident of Temecula who is a veteran may apply, preference is given to veterans with service connected injuries for the therapeutic value. Temecula is known to be a community that loves and supports veterans, providing this service gives a personal, "hands-on" experience to those who know it was provided by the city where they chose to make their home. We have seen positive changes in the participants with regard to improved family life and productive employment. In several studies conducted by the Occupational Therapy departments of Stanbridge University in Irvine and Loma Linda University in Redlands the results were that the WAVES SCUBA program helped improve veterans enjoyment of life. Notjust the veteran but their family, closest friends and the community as a whole benefit. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECTIPROGRAW 3c_ ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTPROORAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS." Providing a therapeutic outlet for veterans that doesn't feel like "therapy" is beneficial to help restore confidence and sense of community, WAVES SCUBA program has been shown to improve and increase enjoyment of life in Occupational Therapy studies. Veterans find a positive way to connect with others with similar experiences. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $1,500.00 Other grants or funding already awarded for Project/Program, if any $0.00 In -Kind match amount or volunteer credit hours estimated amount $1,120.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment* EXPENSES* Wetsuits, parts for equipment servicing $920.00 Facilities/Rentlinsurance * 3% of Occupancy allocated to the program for Temecula residents. $1,895.00 Supplies* Training materials, copies, $168.00 Marketing* T-shirts for new participants $48.00 Services* Certified instructors and assistants $425.00 Food* Battled water, Fruit, hydration products at pool sessions $50.00 Other* Dive boat fees, air fills, fuel far traveling to dive sights, rental equipment $3,360.00 Staffing Expense $500.00 TOTAL REVENUE; TOTAL EXPENSES $7,620,00 $6, 866.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Requested Amount: WAVES Project $5,000.00 PresidentlAuthorized Officer:* E-mail:* Phone:* Barbara Rubin/Treasurer barbara@wavesproject.com - Name & Title PresidentlAuthorized Officer Signature* date Time 2023-09-07 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Name, Title, & Organization If you have any questions, please contact: Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or Search in document Temecula ... 2023 WAVES Project 1 /1 Fit windc IRS Determination Letter View plain text :--rMAL M- 31MVICE Us.-Ated rr w. 114 3Y�uaar a 0 90, Hoe Cll.CI14ak::- G.L i57eL �rpl Dyer Itllat6 riet}.gn q■+a4r 1� rnar: 17491dia191O." gY1VTF MWK—r IM iVRt oat Far4Gfli ,I11244 EL PINAZO4 all CVOMMIt UNVFCa IM aft" 70 CULA. CA 01100 C—t.at 1M1rp.gn0 IIMe4t9e i IN 111.4F44 A"Oukl', nq rrrlod Cnr ka9 11.yt-6.r 10 7ff.ek xva P+[e ni isa�rke:. 90peaA ' Add= il®pYL... yar Ile are pleased re Ls£9rs reu et.u. upon aeview of your appi_s�a9e *ae r.+ett BitRpL a42�q a. irnr peke I+Faned ttui }r)J are e30tr([ fYYa i'lS.ra�. Ii1S'A..! C.if 4+�A.P OTR L4"F 3Fe IE]F]� . CBe M .—I Ha— — C.(YIe C Tk.i dedurcihle -'-k —i— :13 c# the Cede. You arr also sawalifped — I I- a [Lt d+ir»tilajw bR—.t.. d—i rc9. traasrers - ghtia ..1... —i- 2 - 7196 [ir 2522 0,'. tIIW -OM. 8e[au9t ChIA l.Leir c9t 1l1 help rc 1W aWr iaa Jt I rtgardie] y'k *— .tua. aty— a), -Id leap It io y— penurte r.—li.. 9aaed — kb- 14fonr[.en }`rm Onkrniq ed rlth your appll-n—, w A— Eri-tni a�A y.o are I:Ykry qo gwllxy +o a prlvo [t opsr.Y isg q�r�p.q Lq[q derrrand Yn fe n-w 4%:c1 [1) orr.h. CrYje- MtOadinylr- V— are tr4.t44 u a. pri V+L4 a�iriLaE{j fEJfiiihdt Iar y44ir takwt r.aa. After Llatr, ya. -I3 5' 1 tt•t;A 00 . Ort*4 t. rW[OtYiq t---"t I— ae LrJf Ia rr c.wtliar. L. —I th. rrwlr.I.ag4 .[ ..rtlal as4a1}7 itl. Y4a art raga Sold to ri 5. ra.. 444. rr +[v[ua11Y i4¢ I.pGtY..Mt a.P4—ta— ab— yIWT i'4400[IiOLiM.r at a I— C-7I.at— 10 kO w IFO. q+r�P{ Mh tg7..r. Cn%47 14721-rF• I4 tM 409M boy 1. va.Ln r+1bYae-:T +13I-0t. Co .loam. and. Par 1614eI IlY ►rLWt4 InJ d— cna. re<Yci d..erY'a.. y.�ur r car 'stopLn9• r.RA+-ta[t0. aai is —La.. M r.t?aarawcnl s 9:necrely, fiiraecor. Lts...yx sigra: asta9�r INTERNAL REVENUE SERVICE P. 0. BOX 2508 CINCINNATI, OH 45201 Date: J U L 212014 WAVES PROJECT INC TEMECULA, CA 92590 Dear Applicant: DEPARTMENT OF THE TREASURY Employer Identification Number: 46-3805961 DLN: 17053076323004 Contact Person: CUSTOMER SERVICE ID# 31954 Contact Telephone Number: (877) 829-5500 Accounting Period Ending: September 30 Effective Date of Exemption: September 25,2013 Addendum Applies: Yes We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Based on the information you submitted with your application, we have determined you are likely to qualify as a private operating foundation described in section 4942(j)(3) of the Code. Accordingly, you are treated as a private operating foundation for your first year. After that, you will be treated as a private operating foundation as long as you continue to meet the requirements of section 4942(j)(3). You are required to file Form 990-PP annually. For important information about your responsibilities as a tax-exempt organization, go to www.irs.gov/charities. Enter "4221-PF° in the search bar to view Publication 4221-PF, Compliance Guide for 501(c)(3) Private Foundations, which describes your recordkeeping, reporting, and disclosure requirements. Sincerely, Z �am*44*j 10/0 ?.e14 Director, Exempt Organizations Letter 1075 FY 23/24 Community Service Funding (CSF) Grant Application WESTERN EAGLE FOUNDATION INC Community Service Funding Application a � Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE READ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) c0„f1FM Applicant Organization Year Organization Website: Name: Founded: westerneaglefoundation.org Western Eagle Foundation Inc 1993 Mailing Address: * 40940 COUNTY CENTER DR Number of Paid Staff: * Number of Volunteers:* 6 8� Contact Name & Title:* Contact's Email:* Contact's Phone Number:* Todd Sieja todd@western-eagle.org 9S1-69S-7206 Does the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Temecula Yes I Business License No.* 013206 Copy of Business License* WEF BUSINESS LICENSE 2023.pdf https://css.temeculaca.gov 25.99KB Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 Food Boxes for Temecula Residents MAX: $5,000 PER ORC Start Dater End Date:" Physical Address of Project/Program* 2023-07-01 2024-06-30 40940 COUNTY CENTER DR Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Electronic File Transfer Make Check Payable to:* Western Eagle Foundation Nonprofit Staters Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNDING Provide nonprofit status verification as follows:* (one required, both preferred) State of California Entity Status Letter IRS Deductibility Status State of California Entity ID: * :::e To find CA Entity Status Letter. click the link below: https://www.ftb.ca.govfhelp/business/entity- status-letter.asp?WT.mc_id=a kBE5tatus Provide further verification as follows:* Date of Incorporation: 06/08/1993 Attach State of California Entity Status Letter:" WEF-ENTITY STATUS LTR-8-23-2023.pdf (one required, both preferred) Forst Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool !link below! State Registry Search Tool: Attach State Registry Documentllnfo* 370.1 KS https://rct.doj.ca.govNerification/web/Search.aspx? WEF-REGISTRY STATUS AS OF 8-23-2023. p df 4.07MS facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:" Mission: to be a caring community partner and relieve food insecurity Goals: to increase grant funding to be used to purchase Food staples to distribute through Western Eagle community food bank, available daily food boxes, emergency food distribution days, senior discount days, and the food and home goods discount store. Objectives: keep Western Eagle store open 7 days a week and offer food boxes to general public daily to care for well-being of residents. >increase by 20% emergency food distribution bags of staples for low-income families in Temecula decrease food insecurity in Temecula through awareness and outreach of programs and store hours. UPON REQUEST COPIES OF THE ORGANIZATION'S CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPA-S AUDIT. MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? yes ;.:: NAME OF PROGRAM/PROJECT FUNDED BY THE CITY GRANT OR SPONSORSHIP * Food boxes for Temecula residents 0 AMOUNT.* $50,000.00 $0.00 MONTH + YEAR FUNDING RECEIVED* 03/2023 0 NAME OF CITY GRANT OR SPONSORSHIP Reinvestment Grant 0 Project/Program Description RECEIPTSIINVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE P ROJ EC TIPROG RAM AS DESCRIBED HERE. U{iderstand ProjecVProgram Title; Food Boxes for Temecula Residents 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* Grant funding will support the program "'Customized Food Boxes", Western Eagle directly purchases boxes of staples (canned and dry goods) from national food suppliers and offers choices of a daily selection of fresh fruits, vegetables, proteins and breads that are in stock, to create a food box to supplement families Ideal plans, care for their well-being and reduce their food budgets. On average 350 familleslindividualslseniors living in Temecula take advantage of this program a month, 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. A grant award of $S,000 Will purchase staples of canned goods and dry goods from a national supplier to be combined with donated choices of fresh fruits, vegetables and breads. The customized food box options are posted daily on social media and available 7 days a week, so no one has to leave hungry. Receipts are kept and attached to reports. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS.- TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. Western Eagle has each recipient of the "customized food box" sign the daily log and note email address, family size, city and zipcode. Western Eagle has approximately 350 Temecula residents a month pick up a "customized food box" from three different zip codes. A report is generated monthly showing number of residents participating by zip code and family size. The food box provides nutritious staples, fruits and vegetables and helps residents with their weekly food budget and improve their well-being. 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: 4, 20 3c. ESTIMATED NUMBER OF VOLUNTEERS INVOLVED IN THIS PROJECTIPROGRAM: Z7 4. SUMMARY STATEMENT— SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.* A $5,000 grant award supports Western Eagle purchasing 102 cases (each) of canned vegetables, fruits, and other long-term staples from national food suppliers. The staples support the well-being and help reduce food insecurity of 350 Temecula residents a month. Thank you. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the ProjectfProgram by the Applicant Organization $125,000.00 Other grants or funding already awarded for Project/Program, if any other government $25,000.00 In -Kind match amount or volunteer credit hours estimated amount $50,000.00 LIST OF EXPENSES FOR PROJECT/PROGRAM ToolslEquipment* EXPENSES* Tools $0.00 Facilities/Re ntli! ns u ra nce * Rent $0.00 Supplies* Supplies $0.00 Marketing* Marketing $0.00 Services* Services $0.00 Food* Canned and dry food from national food suppliers $155,000.00 Other* Volunteers $50,000.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $205„000.00 $205,000.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization: * Western Eagle Foundation PresidentfAuthorized Officer:* E-mail:* Todd Sieja, CEO - Name & Title PresidentfAuthorized Officer Signature* Requested Amount: $5,000.00 Date Time 2023-08-28 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: Dame, Title, & Organization If you have any questions, please contact: Phone:* Betsy.Lowrey@TernecufaCA.gov (951) 593-3959 or STATE OF CAUFORNIA FRANCHISE TAX BOARD PO BOX 942857 SACRAMENTO CA 94257-0540 Entity Status Letter ❑ ate: 8/21 /2023 ESL ID: 5366559558 Why You Received This Letter According to our records, the following entity information is true and accurate as of the date of this letter Entity ID: 1858280 Entity game; WESTERN EAGLE FOUNDATION 1. The entity is in good standing with the Franchise Tax Board. 2. The entity is not in good standing with the Franchise Tax Board. 3. The entity is currently exempt from tax under Revenue and Taxation Code (R&TC) Section 23701 d. 4. We do not have current information about the entity. 5. The entity was administratively dissolved/cancelled on through the Franchise Tax Board Administrative Dissolution process. Important Information This information does not necessarily reflect the entity's current legal or administrattve status with any other agency of the state of California or other governmental agency or body. If the entity's powers, rights, and privileges were suspended or forfeited at any time in the past, or if the entity did business in California at a time when it was not qualified or not registered to do business in California, this information does not reflect the status or voidability of contracts made by the entity in California during the period the entity was suspended or forfeited (R&TC Sections 23304.1, 23304.5, 23305a, 23305.1). The entity certificate of revivor may have a time limitation or may limit the functions the revived entity can perform, or both (R&TC Section 23305b), Connect With Us Web: ftb.ca.gov Phone: 800-852-5711 from 7 a.m. to 5 p.m, weekdays, except state holidays 916-845-6500 from outside the United States California Relay Service: 711 or 800-735-2929 (For persons with hearing or speech impairments) FTB 4263A WEB (REV 12-2019) ?C v1M ABOUT hjIEDIA CAREERS REGULATIONS RESOURCES PROC-PA%PS CO TACT t,, r a . l Entity type - Corporate Class as reG!s�e;red with the Sec:retar■, of State or used on founding & registratioi'} docunnerts. Organization Name: WESTERN EAGLE FOUNDATION IRS FEIN: 330498D64 Entity Type: SOSIFTB CorporatelQrganixationRumber: 1858280 Registry Status: Current Renewal Due/Exp. Date: 2/15/2024 RCT Registration Number: CT0157329 Issue Date: 12/31/2009 Record Eppe; Charity Registration Effective Date: 12/31/2009 Date of Last Renewal: 4/7/2023 DBA: .. Street: 40940 COUNTY CENTER DRIVE Street Line 2: City, State Zip: TEMECULA CA 92591 5 �;�-: -toss s;SeQ w on LoticQ to r gists Second Notice to register RRF-I Fee Request RRF-1 Fee Request — C rre.pondence from Registry_ Missing Reports Letter OltTf g 1Js]Cunlents Founding Documents Founding Do,uments Founding Documents First_Natice to Regime First Notice to .Rcgister Confirmation of RegiAtLation Confirmation of Registration CT-551 Foml,RRRF-I Refund 2022 CHECK RETURN CT--551 Form RRF-1 Refund 2022 CHECK RETURN IRS Form 990 Series 2022 Form RRF-1 2022 Form - I 2D21 IRS Form 990 Series 2021 Aladited,FinaLicia�;Dent 2020 F°�=I 2020 IIRL orn-i 990 Series 2020 W CT 550 Form RRF-I Incam0ete 2019 Second Notice ,CT 55Q Fonll RF-1 Incotnplgk 2019 Audite Fin ncia] Statement 2019 Form RU-1 2019 �T1Llite[1 Financial 5`tatement 2019 Rr,newal Filing 2018 IRS Form 990 Series 2017 FDrm RRF-1 2017 F'o_ rni DF_1 - IRS Farn� 90 SeI-ies 2015 RRF-1 -1 01 IRS FQLnn 990 2014 RUL-120-13 IRS Fonn 92 2013 ZRF-I 0012 IRS Form 990 2012 RR X -1 2 Q11 .IR5 Fom 99Q 201 RRF-1 2010 1RS Form 990 2010 ,RU-1 2009 IRS Form 990 2009 R. F-1 2008 RRF 12,S F rnn 990 2007 TRS Form 990 2007 -12 0 6 IRS Form 990 2006 RRF-1 2005 IRS Forin 990 2005 RRF-112 04 IRS orm 9902004 CT-547 is. Lng Documents 2015 IRS F Irm 9 0 Series r Status of Filing: Accounting Period Begin Date: Accounting Period End Date: Filing Received Date: Form RRF-1 Reject/Incomplete Reason: Form CT TR-1 Reject/Incomplete Reason: IRS Forth 990 Reject/Incomplete Reason: Notes From Registry Staff; Status of Filing: Accounting Period Begin Date: Accounting Period End Date: Filing Received Date: ;Form RRF-1 Reject/Incomplete Reason: Form CT-TR-i Reject/Incomplete Reason: IRS Form 990 Reject/Incomplete Reason: Notes From Registry Staff: Status of Filing: Accounting Period ;Begin Date: Accounting Period End Date: Filing Received Date: 2016 RRF-1 2016 - IRS Form 990 201S RRF-1 2014 RRF-1 2014 IRS Form 990 2013 RRF-1 2013 IRS Form 990 2012 RRF-1 2012 J RS Form 990 2011 RRF-1 2011 IRS Fonn 990 2010 RRF-1 2010 rRS Form 990 2009 RRF-1 2009 IRS Form 990 2008 RRF-1 2007 RRF-1 2007 IRS Form 990 2007 IRS Fore, 990 2006 RRF-1 2006 IRS Form 990 2005 RRF-1 2005 IRS Form 990 2004 RRF-1 2004 IRS Form 990 Click. on Document Type at the left to open PDF Click on Document Type at the left to open PDF Accepted 10/1/2009 9130/2010 2/24/2011 Accepted 10/1 /2010 9/30/2011 2/29/2012 Accepted l0/1/2011 913012012 2/20/2013 FY 23/24 Community Service Funding (CSF) Grant Application 47 WOMEN ORGANIZING WOMEN INC Community Service Funding Application (:7" di:Q� Organization https://temeculaca.gov/grants CHECK THE BOX TO CONFIRM YOU HAVE REA❑ COMMUNITY SERVICE FUNDING GRANT PROGRAM POLICY (link above) COnf[rm Applicant Organization Year Organization Website: Name: Founders: www.womenorganizingwomeninc.org Women Organizing Women, Inc 2013 Mailing Address:* PO BOX 1382 Number of Paid Staff:' Number of Volunteers:* 0 80 Contact Name &Title: * Contact's Email:* Contact's Phone Number:* Rabin McCoy ❑oes the nonprofit have a current City of * Geographic Area(s) the Organization Serves:* Temecula Business License? Riverside County, Lake County, Cote D'Ivoire Yes No Business License No.* OS4372 Copy ❑f Business License* IMG_7941.jpg 1i https://css.temeculaca.gov 70.Q2KB Geographic Area(s) the Project/Program Serves: Temecula CSF GRANT MUST BE EXCLUSIVELY USED TO SERVE TEMECULA. Project/Program Amount Requested:* Project/Program Title:* $5,000.00 The Lydia Project Social Enterprise Mobile Kitchen MAX: $5,000 PER ORG Start Date:* End Date:* Physical Address of Project/Program* 2023-07-01 2024-06-30 41765 Rider Way, Temecula, CA 92590 Preferred Payment Method: (if grant is awarded.) Check Mailed Check Picked Up Eiectronic File Transfer Make Check Payable to:* Women Organizing Women, Inc Nonprofit Status Is the organization incorporated as a nonprofit?* Yes No IF NO, THEN INELIGIBLE TO RECEIVE CITY FUNNING Provide nonprofit status verification as follows:* (one required, both preferred) -State of California Entity Status Letter IRS Deductibility Status State of California Entity ID:* C3508295 To find CA Entity Status Letter, click the link below: h ttps://www.ftb. ca.gov/help/b usi nesslentity- statu s-letter.asp?wT.mc_i d=a kB EStatus IRS Employer Identification Number (EIN): 46-2236828 To find IRS Deductibility Status, click the link below: https://a pps. irs.govla ppleosl Date of Incorporation: 10/28/2013 Attach State of California Entity Status Letter:* wow state tax id (1).pdf Attach IRS Deductibility Status:* 501 c3.pdf Provide further verification as follows:* (one required, both preferred) First Page of most recent IRS Form 990 Detailed info about your charity found on the State Registry Search Tool (link below) Attach First Page of Most Recent Form 990* You might find IRS Form 990 _2022 Form 990-E2-wow,Pdf on the link below: (990, 990-EZ, 990-PF, 990-T) http 5./Irct. d of . c a.govNe ri fi cat i o n /web/Sea rc h. a s px? facility=Y 34.21 KB 554.13KB 201.79KB State Registry search Tool: Attach State Registry Document/Info* https:ffrct.doj.ca.govNerification/Web/Search.aspx? Registrant Details (1).pd119.81K8 facility=Y Application Authorization Has the organization or any members of the Board of ❑irectors of the organization been involved with any personal business transactions valued over $500 including any business transactions, negotiations, investments, or interests in real property with a Temecula City Council Member during the past 12 months? Yes No Is a Temecula City Council Member a member of the Board of Directors or an Officer of the organization? Yes No This Application has been authorized by the organization's:" Executive Committee Board of Directors Members -at -Large Mission Statement Briefly describe the nonprofit organization's mission/goals and objectives:* Mission Women Organizing Women mission focuses on three core areas: 1) Evangelistic outreach - Sharing the good news about Jesus Christ through community service events, seminars, workshops, youth camps, and more. 2) Mentorship & Coaching - Mentorship for young ladies ages 13-25 through various programs and activities. Coaching assistance for women leaders such as business development and strategies, platforms to build relationships, networking, co -promotion, and inspiration affirmations. 3) Support - Provide globalize aid to women and children through, food sourcing, housing, training, and other resources. Goal Women Organizing Women globalized goal is to tell all about the good news of Jesus Christ, to provide aid to women and children in underserve communities, to provide healing and restoration through the word of God, prayer, programs, mentorship, coaching, conferences, classes, summer camps, retreats, and to provide support in the empowerment of women in reaching their ultimate goals personally, in their family, business, and community. Objective The objective of Women Organizing Women (WOW)is to undo mindsets and belief systems that causes depression, lack and abuse. WOW's objective is realized through the word of God, prayer, and evangelistic] community outreach. The accomplished objective of WOW makes global generational impact in families, communities, and nations of changed mindsets and realities of joy, prosperity, and safety through Christ Jesus. UPON REQUEST, COPIES OF THE ORGANIZATIONS CURRENT BUDGETIFINANCIAL STATEMENTS (BALANCE STATEMENT AND INCOME STATEMENT), AND IF AVAILABLE CPKS AUDIT, MAY BE NEEDED TO DEMONSTRATE SOUND FINANCIAL MANAGEMENT. DO NOT SUBMIT NOW. Understand Funding Sources Within the past two years, has your organization received (or is concurrently requesting) any other sources of funding from the City of Temecula? Yes No Project/Program Description RECEIPTSIiNVOICES WILL BE REQUIRED TO BE SUBMITTED TO THE CITY TO DEMONSTRATE THE ORGANIZATION USED GRANT FUNDING AWARDED BY THE CITY TO SUPPORT THE PROJ ECTIPROGRAM AS DESCRIBED HERE. U+iderstand ProjectlPrograrn Title: The Lydia Project Social Enterprise Mobile Kitchen 1. DESCRIBE THE PROJECT/PROGRAM THE TEMECULA GRANT FUNDING WILL SUPPORT,* The Lydia Project Description: The Lydia Project is a program designed to educate, equip, and prepare women to become self-reliant on their ability to utilize their creative gifts and talents to develop grass root or micro businesses. They will learn strategies necessary for becoming successful business owners. They will be taught how to develop proposals, produce an income base, and promote business ownership, business management and/or business expansion. The Lydia Project, is designed to teach and train participants, increase knowledge and skill sets needed to become self-sufficient and/or self-employed, This income generating project is created to aide and assist women with support, thru the Mobile Kitchen Social Enterprise. Our goal is to aid women in overcoming their barriers by destroying the cycles of codependency to the welfare systems which ultimately leads to generational poverty. By partnering them with women of influence, Educators and Life Coaches (which are all qualified in their specified fields of expertise), they will learn firsthand from other women how to become self-sustaining and self-sufficient. The Goals and Objective of the Lydia Project: it is the purpose and goals of The Lydia Project to produce self-sufficient, independent micro business owners and/or provide support to grass root projects. It will serve as a conduit in renewing their faith, strengthening their relationships via networking, and increasing their spiritual awareness by implementing Christian principals of stewardship. The Lydia project will rebuild confidence in women that had lost all hope of ever being happy and accomplished within themselves. This renewal of mind will benefit and strengthen their children, their families, their relationships, and their communities. The long-term goals *il have positive outcomes for their generation and will help in breaking the generational cycle of poverty which is the number one contributor to violence and abuse. By teaching and training women to rely on their God given abilities and talents they become equipped to overcome the barriers and dependence on social systems that are designed to keep them in a state of poverty both mentally and physically. It is our hope to meet the challenges of breaking the cycle of generational poverty, restore dignity, serf -respect, and confidence while re -building family and community. Expansion of the Lydia Project, (The Mobile Kitchen Social Enterprise): The Mobile Kitchen Social Enterprise Purpose: 1. The Mobile Kitchen Social Enterprise is dual purpose to maximize both profit and social impact. For every use of the mobile kitchen by a local chef they must select a local nonprofit to give back 10%. 2. The Mobile Kitchen Social Enterprise is structured to rely on commercial revenue to fund our local philanthropic missions. 3. The Mobile Kitchen Social Enterprise drives change and focus on mission. This is a constant reminder that we need change for the good. The mobile kitchen is a food truck that is used to bring awareness, resources, tools, and support. 2. DESCRIBE HOW THE ORGANIZATION WILL SPEND THE GRANT FUNDING, IF AWARDED.* ALSO, INCLUDE EQUIPMENT, SERVICES TO BE PURCHASED AND WHY. Women Organizing Women, Inc will spend the grant funding, if awarded on the remaining equipment and supplies needed to launch the mobile kitchen, The equipment and supplies needed include but is not limited to, A commercial mixer, food supplies, mixing bowls and kitchen supplies, concession window, truck licensing cost and insurance, wrapping cost, training expenses, food, marketing, and the gas and maintenance, final state license. Any remaining Funds will be used towards the cost of printing and distribution of the curriculum. These are the final steps needed before we can start our first training session. 3. EXPLAIN HOW THIS GRANT FUNDING SPECIFICALLY BENEFITS TEMECULA RESIDENTS." TEMECULA RESIDENTS MUST BENEFIT FROM THIS PROGRAM/PROJECT IF AWARDED CITY FUNDING. This grant funding will specifically benefit Temecula residents. The benefits will include Food sourcing, vocational training (how to operate and own a mobile kitchen), Community Partnership Fundraising efforts for Temecula Nonprofit Organizations, and leasing opportunities for local chefs.. Women Organizing Women will continue its efforts of partnerships with local nonprofits Supporting both organizations to accomplish their mission initiatives. Over the past 10 years Women Organizing Woman have partner in community efforts with Rancho Damacitas hosting the Culinary Cupcake Challenge 2012 and 2013 bringing in Temecula residents of more than 500-800 attendees in support of each organization goals and objective. Also in 2013, was the launch of the culinary program for Oak Grove Center. Women organizing Woman launch the culinary program at Oak Grove Center during our summer program "showcase of the arts"; Dunamlx Dance Project, and the Empowerment Center were also a part of our summer programs in 2013, 2014, and 201 S. From 2014 to present, Women Organizing Women hosts The Lydia Project Meet and Greet along with Coffee and Devotions; these 2 platforms allowed women leaders to build relationships and become more impactful byjoining hands in our community efforts. Women Organizing Women have hosted the Dessert and Coffee Competition that included a competition of pastry chefs where the cash winnings went to local charities. Assistance League, The Seraphim Project, and other businesses such as LaPointe Wealth Management, Ranchn, Bailys, Temecula Olive Oil Co., Truax Group and countless others have all supported us in our efforts in reaching our community of Temecula with the benefits of seeking better livable solutions for Temecula residents. Along with partnerships, volunteers, and financial support to Oak Grove Culinary Creations, Community Mission of Hope, Project Touch and Michelle's Place just to name a few. The Mobile Kitchen Social Enterprise is geared towards this same genre of support to the residents of the city of Temecula. The diversity of uses for the mobile kitchen is endless from Oak Grove Culinary Creations selling cookies, to handing out soup to the families lined up for food at Community Mission of Hope. The mobile kitchen Social Enterprise is just that "mobile help to the residents of Temecula." 3b. ESTIMATED NUMBER OF PEOPLE FROM TEMECULA EXPECTED TO BENEFIT FROM THIS PROJECT/PROGRAM: S00 3c. ESTIMATED NUMBER OF VOLUNTEERS * INVOLVED IN THIS PROJECT/PROGRAM: 4. SUMMARY STATEMENT — SUMMARIZE ANSWERS 1 — 3 ABOVE IN 50 WORDS OR LESS.' Women Organizing Women, Inc is a faith base nonprofit organization that does not discriminate based on another person belief system. Food insecurities are real even in our beautiful city of Temecula where 7.6% of the population is at poverty level. If we take the number of people at poverty level in the city of Temecula and divide that number by the number of our volunteers, one volunteer would feed an additional 80 people in 1 year. If we partner with other nonprofits who has the same objective, the impact will result to a city with no poverty. If I had to summarize all the answers of 1 thru 3, the summary will read as follows: The Lydia Project Mobile Kitchen Social Enterprise (1) creates jobs, (2) establish business partnerships, (3) inspire entrepreneurs, (4) works alongside other nonprofit organizations to satisfy mission initiatives and (5) The mobile kitchen Social Enterprise will help secure food sources to local families who are concerned about their next meal. Project/Program Budget LIST REVENUES/INCOME FOR PROJECT/PROGRAM Amount requested from this City of Temecula Community Services Grant REVENUES* $5,000.00 Refer to Page 2 Amount contributed to the Project/Program by the Applicant Organization $12, 545.00 Other grants or funding already awarded for Project/Program, if any Poor handmaids $20,000.00 In -Kind match amount or volunteer credit hours estimated amount $18,650.00 LIST OF EXPENSES FOR PROJECT/PROGRAM Tools/Equipment` EXPENSES' Commercial mixer, oven, hood, window, door, $26,520.00 FacilitieslRentlinsurance* monthly lease and insurance $12,432.00 Supplies* mixing bowls, spatulas, sheet pans, pots, $2,500.00 Marketing* newsletter, social media cost, website, email marketing $2,500.00 Services* training material, printing, program design cost $2,400.00 Food* food for training and food outreach $14,400.00 Other* gas and maintenance $1,200.00 Staffing Expense $0.00 TOTAL REVENUE: TOTAL EXPENSES $55,iO5.00 $610952.00 Compliance If your organization is awarded a Community Service Funding Grant in Fiscal Year 2023-2024 by the City of Temecula, all grant funds received must be expended anytime on or between July 1, 2023, and June 30, 2024. In addition, all grant funds must be substantiated with proper back-up documentation. Failure to provide proper documentation mayjeopardize any future funding. City of Temecula reserves the right to conduct an audit and/or require additional back-up information to substantiate how funds received from the City were spent. If the funds are not spent in accordance with the approved purpose stated an the Application, the organization will be required to refund the amount of funds. To substantiate that Fiscal Year 2023-2024 funds received from the City were spent appropriately, proper back-up documentation including the report (in the link below) with accompanying receipts/invoices, must be submitted to the City on or before due date: Monday, September 16, 2024. Compliance Expenditure Report Form have read and understand the above policy that if this organization is awarded a Community Service Funding Grant in FY 2023-2024 by the City of Temecula, a compliance expenditure report is due by Monday, September 16, 2024. CHECK THE BOX TO CONFIRM Confirm Acknowledgement/Signature The applicant acknowledges and agrees to the following: • Recipient is subject to all Community Service Funding Program requirements including submittal deadlines and payment disbursements. • Every Community Service Funding application is considered individually and on its own merit. • Awards will be given to organizations and activities that directly benefit the residents of Temecula. • Funding is not immediately available to the recipient, and requires an award letter signature upon approval. Please allow time for checks to be processed. • The awarding of Community Service Funding does not constitute an automatic annual allocation. • The recognition for Community Service Funding should accrue to the City of Temecula. • Community Service Funding must be spent as specified on the Application and records may be requested by the City of Temecula to ensure the funds were used appropriately. • Community Service Funding grants will not be awarded or announced within the 60 days before an election in which an awarding Council Member is on the ballot. • The recipient shall provide a full accounting with documentation on the use of awarded funds. The recipient shall return to the City any funds not spent or documented per the signed agreement. • if awarded a Community Service Funding Grant by the City of Temecula in a previous fiscal year, then compliance receipts must be submitted on or before this application's due date or this application may be rejected as incomplete. I hereby certify the information contained in this Application is true to the best of our knowledge and belief. Name of Applicant Organization:* Women Organizing Women, Inc PresidentfAuthorized Officer:* E-mail:* Robin McCoy President _ Name & Title PresidentfAuthorized Officer Signature* clwr r I-C-1el Requested Amount: $5,000.00 Date 2023-09-12 IF DIFFERENT THAN ABOVE, APPICATION PREPARED BY: nfa Bathe, Title, & Organization Phone:* If you have any questions, please contact: Betsy.Lowrey@TerneculaCA.gov (951 ) 693-3959 or Stacey.Brown@TemeculaCA.gov (951.) 694-r,413 .4 LN State of California Secretary of State Statement of Information F059230 (Domestic Nonprofit, Credit Union and Consumer Cooperative Corporations) FILED Filing Fee: $20.00. If this is an amendment, see instructions. IMPORTANT— REAR INSTRUCTIONS BEFORE COMPLETING THIS FORM In the office of the Secretary of State of the State of California 1. CORPORATE NAME WOMEN ORGANIZING WOMEN, INC. JUL-28 2014 2 CALIFORNIA CORPORATE NUMBER C3508295 This Space For Filing Use - ;y Complete Principal Office Address (Do not abbreviate the name of the city Item 3 cannot be a P-O. Box ) 3. STREET ADDRESS OF PRINCIPAL OFFICE IN CALIFORNIA, IF ANY CITY STATE ZIP CODE iNCHESTER, CA 92596 4. MAILING ADDRESS OF THE CORPORATION CITY STATE ZIP CODE ROSIN MCCOY WINCHESTER, CA 92596 Names and Complete Addresses of the Following Officers (The corporation must list these three officers- A comparable title for the specific officer may be added-, however, the preprinted titles on this form must not he altered.) 5. CHIEF EXECUTIVE OFFICER! ADDRESS !CITY STATE ZIP CODE ROBIN MCCOY WINCHESTER, CA 92596 6. SECRETARY kDORESS CITY STATE ZIP CODE EMMA DONALD GARY, IN 46404 7 CHIEF FINANCIAL OFFICER ADDRESS CITY STATE ZIP CODE DIANE LOMAX GARY, IN 46408 Agent for Service of Process If the agent is an individual, the agent must reside in California and Item 9 must be completed with a California street address, a P.O. Box address is not acceptable- If the agent is another corporation, the agent must have on file with the California Secretary of State a certificate pursuant to Califomia Corporations Code section 1505 and Item 9 must be left blank- 8 NAME OF AGENT FOR SERVICE OF PROCESS ROBIN MCCOY 9. STREET ADDRESS OF AGENT FOR SERVICE OF PROCESS IN CALIFORNIA IF AN INDIVIDUAL CITY STATE ZIP CODE INCHESTER, CA 92596 Common Interest Developments 10 71 Check here if the corporation is an association formed to manage a common interest development under the Davis -Stirling Common Interest Development Act, (California Civil Code section 4000 at seq-) or under the Cornmercial and lndustrial Common Interest Development Act, (California Civil Code section 6500, et seq.) The corporation must file a Statement by Common Interest Development Association (Farm SI-CID) as required by California Civil Code sections 5405(a) and 6760(a). Please see instructions on the reverse side of this form. 11. THE INFORMATION CONTAINED HEREIN IS TRUE AND CORRE.CT- 07/28/2014 ROBIN MCCOY FOUNDER DATE TYPERRINT NAME OF PERSON COMPLETING FORM TITLE SIGNATURE .I-IP0 i'REV 01!2014) APPROVED BY SECRETARY OF STATE HWE ABOUT MEDIA CAREERS REGULATIONS RESOURCES PROGRAMS 1-.0 �7A,-,T - Registrant Details Entity type 1=arporate 4-JasE as registered Lwith the Secretary of `stab? or Used on fo+sndirsg & registration dcdcumPni:s Organization Name: WOMEN ORGANIZING WOMEN- INC_ IRS FEIN: 462236828 Entity Type: Religious SOSfFTB CorporaWOrganization Number: 3508295 Registry Status: Exempt - Religious Renewal Due/Exp. Date: RCT Registration Number: Issue Date: 1011 U2012 Record Ty-pe: Charity Registration Effecth a Date. 10111/2012 Date of Last Renewal: DBA: Mailing Address No address Information Filings & Correspondence No Related Documents Annual Renewal Data No Annual Renewal Data Related Registrations & Event Reports I he related records shown below aepend can the record type being viewed: Charity Registrations relate to Professional Fundraising Events which relate to Professional Fundraiser Registrations. =;a€fie registrations relate to Raffle Reports_ • Click on the RCT Registration No to navigato to the related record No Related Records INTERNAL REVENUE SERVICE P. Q. BOX 2508 CINCINNATI, off 45201 Date: WOMEN ORGANIZING WOMEN INC 41911 5TH ST STE 100 TEMECULA, CA 92590 Dear Applicant.: DEPARTMENT OF THE TREASURY Employer identification Number: 46-2236828 DLN: 17053080304043 Contact Person: DAVID AGUILERA ID# 75867 Contact Telephone Number; (877) 829-5500 Accounting Period Ending: December 31 Public charity Status: 170 (b) (I) (A) (i) Form 990 Required: Na Effective Date of Exemption: September 18,2012 Contribution Deductibility: Yes Addendum Applies. No We are pleased to inform you that upon review of your application for tax exempt status we have determined that you are exempt from Federal income tax under section 501(c)(3) of the Internal Revenue Code. Contributions to you are deductible under section 170 of the Code. You are also qualified to receive tax deductible bequests, devises, transfers or gifts under section 2055, 2106 or 2522 of the Code. Because this letter could help resolve any questions regarding your exempt status, you should keep it in your permanent records. Organizations exempt under section 501(c)(3) of the Code are further classified as either public charities or private foundations. We determined that, you are a public charity under the Cade section(s) listed in the heading of this letter. Please see enclosed Publication 4221-PC, Compliance Guide for 501(c)(3) Public Charities, for some helpful information about your responsibilities as an exempt organization. Enclosure: Publication 4221-PC Sincerely, Director, Exempt organizations Letter 947 (DO/CG) Item No. 8 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Patrick Thomas, Director of Public Works/City Engineer DATE: November 14, 2023 SUBJECT: Authorize the Submittal of an Application to the Department of Resources Recycling and Recovery for Funding from the Fiscal Year 2022-23 SB 1383 Local Assistance Grant Program PREPARED BY: Julie Tarrant, Principal Management Analyst RECOMMENDATION: That the City Council adopt a resolution entitled: RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA TO AUTHORIZE THE SUBMITTAL OF AN APPLICATION TO THE DEPARTMENT OF RESOURCES RECYCLING AND RECOVERY (CALRECYCLE) FOR FUNDING FROM THE FISCAL YEAR 2022-23 SB 1383 LOCAL ASSISTANCE GRANT PROGRAM BACKGROUND: In September 2016, Governor Edmund Brown Jr. set methane emissions reduction targets for California (SB 1383 Lara, Chapter 395, Statutes of 2016) in a statewide effort to reduce emissions of short-lived climate pollutants (SLCP). The targets must reduce organic waste disposal 50% by 2020 and 75% by 2025, and to implement an edible food recovery program to distribute at least 20% of currently disposed surplus food by 2025. Effective January 1, 2022, all jurisdictions will need to provide organic waste collection services to all residents and businesses and recycle these materials to generate biofuel, electricity or make soil amendments. Local governments must also meet certain procurement requirements to use recycled organic products, implement and monitor an edible food recovery program, provide inspection and enforcement, and maintain recordkeeping that demonstrates compliance with the law. In April 2022, the Department of Public Works applied for First Round Funding of the FY 2021- 22 SB 1383 Local Assistance Grant Program and received a total allocation of $159,957. In this year's Notice of Funding Available the City of Temecula is eligible to receive up to an estimated amount of $197,426. Eligible activities include personnel, education and outreach materials, signage, recordkeeping or tracking software, inspections and enforcement, and for the purchase of equipment in support of food recovery efforts. In September 2023, the Department of Resources Recycling and Recovery (CalRecycle) released a Second Round Funding Notice of Funding Available for the FY 2022-23 SB 1383 Local Assistance Grant Program. This non-competitive grant program provides funding to local jurisdictions to assist with the implementation of regulation requirements associated with SB 1383. Applications must be submitted via the Grants Management System (GMS) by November 15, 2023, and applicants are also required to upload an authorizing Resolution by or before the secondary due date of December 20, 2023, to be considered for funding. FISCAL IMPACT: The requested program grant funds in the amount of $197,426 are due to be advanced to the local jurisdiction to offset the costs to perform and implement activities. Upon award, Grant Program Funds will be budgeted in the appropriate Annual Operating Budget (AOB) line items. There is no fiscal impact to submit the application. ATTACHMENTS: Resolution RESOLUTION NO. 2023- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA TO AUTHORIZE THE SUBMITTAL OF AN APPLICATION TO THE DEPARTMENT OF RESOURCES RECYCLING AND RECOVERY (CALRECYCLE) FOR FUNDING FROM THE FISCAL YEAR 2022-23 SB 1383 LOCAL ASSISTANCE GRANT PROGRAM THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: WHEREAS, Public Resources Code Sections 48000 et seq. authorize the Department of Resources Recycling and Recovery (CalRecycle) to administer various grant programs (grants) in furtherance of the State of California's (State) efforts to reduce, recycle and reuse solid waste generated in the State thereby preserving landfill capacity and protecting public health and safety and the environment; and WHEREAS, in furtherance of this authority CalRecycle is required to establish procedures governing the application, awarding, and management of the grants; and WHEREAS, CalRecycle grant application procedures require, and are not limited to, an applicant's governing body to declare by resolution certain authorizations related to the administration of CalRecycle grants. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Temecula authorizes the submittal of an application to CalRecycle for the Fiscal Year 2022-23 SB 1383 Local Assistance Grant Program; and BE IT FURTHER RESOLVED that the Director of Public Works/City Engineer, is hereby authorized and empowered to submit and execute in the name of the City of Temecula all grant documents, including but not limited to, applications, agreements, amendments, and requests for payment, necessary to secure grant funds and implement the approved grant program or project; and BE IT FURTHER RESOLVED that these authorizations are in effect from the date of adoption of this resolution, up to and including the grant term end date of April 1, 2026 or five years, whichever may be necessary for the completion of the aforementioned project. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this 14th day of November, 2023. Zak Schwank, Mayor ATTEST: Randi Johl, City Clerk [SEAL] STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Resolution No. 2023- was duly and regularly adopted by the City Council of the City of Temecula at a meeting thereof held on the 14th day of November, 2023, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk Item No. 9 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Patrick Thomas, Director of Public Works/City Engineer DATE: November 14, 2023 SUBJECT: Approve Increase to Professional Services Contingency Authorization for the Margarita Recreation Center Project, PW17-21 PREPARED BY: Amer Attar, Engineering Manager Nino Abad, Senior Civil Engineer RECOMMENDATION: That the City Council: 1. Approve an increase to the contingency for professional services for the Margarita Recreation Center Project, PW17-21 by $40,000; and 2. Increase the City Manager's authorized contingency by $40,000. BACKGROUND: The Margarita Recreation Center (MRC), PW 17-21 is a Capital Improvement Program (CIP) project to design -build a new MRC building and pool to replace the old facility. Currently, the new MRC building and pool are in their final stages of construction. The new MRC will be approximately 8,600 square feet of indoor space including a classroom, multipurpose room with operable partition, dance/fitness room, kitchen, administrative/reception offices, lifeguard/aquatic and first aid rooms, locker rooms, and restrooms. The new center's outdoor facilities include multiple patio spaces and a 65'wide x 75' long pool with shallow depth entry, transitioning to a 8'6" maximum depth, with a 3/4 meter height diving board. An accessory structure for mechanical equipment related to the pool as well as additional storage is also included. On February 26, 2019, the City Council approved an agreement for consultant services with NV5, Inc. in the amount of $880,365 and authorized the City Manager to approve Extra Work Authorizations not to exceed the contingency amount of $88,036.50 for the project. The agreement generally included the development of preliminary design and bridging documents, bid support, design -build project management services, geotechnical inspections, special inspections, and construction management services. The City Council approved increases to the City Manager's authorized contingency on September 13, 2022, on February 28, 2023, and on August 22, 2023 by $80,000, $150,000, and $43,000 respectively. These increases were to accommodate City requested design changes, the increase in design duration, and supply issues related to critical electrical components that prolonged construction duration. At this time it is anticipated that construction will be completed by December 1, 2023 with a ribbon cutting scheduled for December 14, 2023. Staff estimates that it will require approximately $40,000 to fund construction management, materials testing, and inspection services through the estimated completion date of December 1, 2023. Staff recommends an increase to the City Manager's authorized contingency in the amount of $40,000 for a total authorized contingency of $401,036.50. FISCAL IMPACT: The Margarita Recreation Center project is identified in the City's Capital Improvement Program (CIP) budget for Fiscal Years 2024-28 funded with Capital Financing, DIF (Park & Rec Improvements), and Measure S. There are sufficient funds in the project account to the increase to the authorized contingency by $40,000. ATTACHMENTS: Project Description Alk The Heart of Southern California Wine Country MARGARITA RECREATION CENTER Infrastructure Project Project Description: This project consists of the construction of a new recreation center in Mike Naggar Community Park in place of the former YMCA building. The project includes the demolition of the existing building and pool, constructing a new building and pool as determined by a Community Needs Assessment and available budget. The Information Technology component includes camera system infrastructure, access control, Public Wi-Fi and other identified technology needs. Benefit: This project will provide the City a new facility to meet the increasing demands of recreational programs. Core Value: Healthy and Livable City Project Status: Under construction. Construction completion and Grand Opening anticipated in September 2023. Department: Public Works - Account No. 210.265.999.5800.PW17-21 / 692 Level: I City of Temecula Fiscal Years 2024-28 Capital Improvement Program 4;. / Project Cost: Prior Years Actuals 2023-24 2022-23 Adopted 2024-25 2025-26 2026-27 2027-28 Adjusted Budget Projected Projected Projected Projected Total Project Cost 5801-Administration 276,051 160,606 436,657 5804-Construction 1,244,331 8,701,128 9,945,459 5805-Construction Engineering 4,739 1,907 6,646 5802-Design & Environmental 531,607 666,795 1,198,402 5809-Information Technology 344,343 670,000 1,014,343 Total Expenditures 2,401,072 10,200,436 12,601,508 Source of Funds: 4481-Capital Financing 6,405,000 6,405,000 4244-DIF-Park & Rec Improvements 600,000 600,000 4256-DIF-Police Facilities 137,000 137,000 4002-Measure S 1,636,773 3,822,735 5,459,508 Total Funding 8,041,773 4,559,735 12,601,508 Future Operating & Maintenance Costs: Total Operating Costs 1 1,383,815 1,435,233 1,488,628 1,544,079 Notes : 1. Capital Financing reflects the Temecula Public Financing Authority's 2018 Lease Financing arrangement which provides $6.4M in funding, with a term of 15 years at an interest rate of3.42%, repaid by the General Fund.(Loan Paid off in 2022) Item No. 10 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Patrick Thomas, Director of Public Works / City Engineer DATE: November 14, 2023 SUBJECT: Approve Agreement with Southstar Engineering & Consulting, Inc. for Consultant Services for the I-15 Congestion Relief Project, PW19-02 PREPARED BY: Amer Attar, Engineering Manager Avlin R. Odviar, Principal Civil Engineer RECOMMENDATION: That the City Council approve the agreement with Southstar Engineering & Consulting, Inc., in an amount not to exceed $968,813.40, to provide professional construction management services for the I-15 Congestion Relief Project, PW 19-02. BACKGROUND: In conjunction with the California Department of Transportation (Caltrans), the City has designed and developed plans and specifications for the I-15 Congestion Relief Project (Project). The Project improvements include construction of a new auxiliary lane on northbound I-15 from Temecula Parkway to Rancho California Road. In a separate project, Caltrans is working on similar improvements from Rancho California Road to Winchester Road and in the southbound direction between Winchester Road and Temecula Parkway. Together, these project improvements will provide operational and safety improvements which will relieve congestion as envisioned by the Move I-15 Through Temecula Valley Regional Task Force. These improvements will be constructed within Caltrans jurisdiction under its Streamlined Oversight Project (SOP) program. After construction, the facility will be turned over to Caltrans for ownership, operation, and maintenance. As such, the City is required to administer the construction contract in accordance with Caltrans requirements. The subject agreement enlists Southstar Engineering & Consulting, Inc., and its sub -consultants, to perform construction management, engineering support, and inspection in accordance with Caltrans and City requirements. On May 24, 2023, the City issued a Request For Proposals (RFP No. 272) inviting qualified consulting firms to submit a proposal to provide construction management services for the Project. By the filing deadline of June 22, 2023, four (4) proposals were received. A Selection Panel comprised of City representatives reviewed the proposals, discussed findings, conducted an interview of the top two qualified firms, and ranked the prospective proponents as follows: 1. Southstar Engineering & Consulting, Inc. 2. Falcon Engineering Services, Inc. 3. Anser Advisory 4. PSOMAS Southstar Engineering & Consulting, Inc. is a multi -disciplinary firm with extensive experience in providing construction management services on freeway projects of comparable size and complexity. Following the selection process, staff entered negotiations with Southstar Engineering & Consulting, Inc. and finalized the terms of the attached agreement. The scope of work includes professional administration services necessary during pre -construction, construction, and post - construction phases. These services include, but are not limited to, project management, preconstruction coordination, environmental compliance, schedule monitoring, public affairs, contract change order management, inspection, request for information (RFI) management, tracking quantities, invoicing, certified payroll and labor compliance, materials testing, quality assurance program, surveying, document control, and project closeout. Performance of these services will span approximately 13 months. FISCAL IMPACT: The I-15 Congestion Relief Project is included in the City's Capital Improvement Program Fiscal Years 2024-28. The sources of funds include Reimbursement — Pechanga Inter -governmental Agreement (IGA), State highway Operation and Protection Program and Minor Program (SHOPP), and Transportation Uniform Mitigation Fee (TUMF) CETAP/RCTC. There are sufficient funds in the project account to cover the agreement amount of $968,813.40. ATTACHMENTS: 1. Agreement 2. Project CIP Budget Sheet AGREEMENT FOR CONSULTANT SERVICES BETWEEN CITY OF TEMECULA AND SOUTHSTAR ENGINEERING & CONSULTING, INC. PW19-02 1-16 CONGESTION RELIEF THIS AGREEMENT is made and effective as of November 14, 2023, between the City of Temecula , a municipal corporation hereinafter referred to as "City"), and Southstar Engineering & Consulting, Inc., a Corporation (hereinafter referred to as "Consultant" ). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1. TERM This Agreement shall commence on November 14, 2023, and shall remain and continue in effect until tasks described herein are completed, unless sooner terminated pursuant to the provisions of this Agreement. 2. SERVICES Consultant shall perform the services and tasks described and set forth in Exhibit A, attached hereto and incorporated herein as though set forth in full. Consultant shall complete the tasks according to the schedule of performance which is also set forth in Exhibit A. 3. PERFORMANCE Consultant shall faithfully and competently exercise the ordinary skill and competence of members of their profession. Consultant shall employ all generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement. 4. PREVAILING WAGES Pursuant to the provisions of Section 1773 of the Labor Code of the State of California, the City Council has obtained the general prevailing rate of per diem wages and the general rate for holiday and overtime work in this locality for each craft, classification, or type of workman needed to execute this Contractor from the Director of the Department of Industrial Relations. Copies may be obtained from the California Department of Industrial Relations Internet website at httPJ/www.dir.ca.gov. Contractor shall provide a copy of prevailing wage rates to any staff or sub -contractor hired, and shall pay the adopted prevailing wage rates as a minimum. Contractor shall comply with the provisions of Sections 1720, 1725.5, 1771.1(a), 1773.8, 1775, 1776, 1777.5, 1777.6, and 1813 of the Labor Code. Pursuant to the provisions of 1775 of the Labor Code, Contractor shall forfeit to the City, as a penalty, the sum of $200.00 for each calendar day, or portion thereof, for each laborer, worker, or mechanic employed, paid less than the stipulated prevailing rates for any work done under this Agreement, by him or by any subcontractor under him, in violation of the provisions of the Agreement. This project, work, or service will be subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR) pursuant to Labor Code Section 1771.4. 6. REGISTRATION WITH THE DEPARTMENT OF INDUSTRIAL RELATIONS Registration with the Department of Industrial Relations (DIR) is mandatory as a condition for bidding, providing certain services, and working on a public works project as specified in Labor Code Section 1771.1(a). Contractor and any subcontractors must be registered with the Department of Industrial Relations to be qualified to bid, or provide a proposal and/or time and material quote or be listed in a bid, proposal or quote, subject to the requirements of Public Contract Code Section 4104; or engage in the performance of any contract that is subject to Labor Code Section 1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code Section 1725.5. Contractor and subcontractors will be required to provide proof of registration with the DIR. For more information regarding registration with the Department of Industrial Relations, refer to http://www. dir.ca.cv/Public-Works/PublicWorks.html 6. PAYMENT a. The City agrees to pay Consultant monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. This amount shall not exceed Nine Hundred Sixty -Eight Thousand Eight Hundred Thirteen Dollars and Forty Cents ($968,813.40) for the total term of this agreement . b. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the City Manager . Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Consultant at the time City's written authorization is given to Consultant for the performance of said services. C. Consultant will submit invoices monthly for actual services performed. Invoices shall be submitted between the first and fifteenth business day of each month, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all non -disputed fees. If the City disputes any of Consultant fees, it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. For all reimbursements authorized by this Agreement Consultant shall provide receipts on all reimbursable expenses in excess of fifty dollars ($50) in such form as approved by the Director of Finance. 7. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE a. The City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement such suspension or termination shall not make void or invalidate the remainder of this Agreement. b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this Section, the Consultant will submit an invoice to the City, pursuant to Section entitled "PAYMENT" herein. 8. DEFAULT OF CONSULTANT a. The Consultant failure to comply with the provisions of this Agreement shall constitute a default. In the event that Consultant is in default for cause under the terms of this Agreement, City shall have no obligation or duty to continue compensating Consultant for any work performed after the date of default and can terminate this Agreement immediately by written notice to the Consultant. If such failure by the Consultant to make progress in the performance of work hereunder arises out of causes beyond the Consultant's control, and without fault or negligence of the Consultant, it shall not be considered a default. b. If the City Manager or his delegate determines that the Consultant is in default in the performance of any of the terms or conditions of this Agreement, it shall serve the Consultant with written notice of the default. The Consultant shall have ten (10) days after service upon it of said notice in which to cure the default by rendering a satisfactory performance. In the event that the Consultant fails to cure its default within such period of time, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement. 9. OWNERSHIP OF DOCUMENTS a. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts and other such information required by City that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or its designees at reasonable times to such books and records, shall give City the right to examine and audit said books and records, shall permit City to make transcripts there from as necessary, and shall allow inspection of all work, data, documents, proceedings and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment. b. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, designs, drawings, maps, models, computer files containing data generated for the work, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the City and may be used, reused or otherwise disposed of by the City without the permission of the Consultant. With respect to computer files containing data generated for the work, Consultant shall make available to the City, upon reasonable written request by the City, the necessary computer software and hardware for purposes of accessing, compiling, transferring and printing computer files. C. With respect to the design of public improvements, the Consultant shall not be liable for any injuries or property damage resulting from the reuse of the design at a location other than that specified in Exhibit A, without the written consent of the Consultant. 10. INDEMNIFICATION, HOLD HARMLESS, AND DUTY TO DEFEND a. Indemnit for Design Professional Services. In the connection with its design professional services, Consultant shall hold harmless and indemnify City, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their elected officials, officers, employees, servants, designated volunteers, and those City agents serving as independent contractors in the role of City officials (collectively, "Indemnitees"), with respect to any and all claims, demands, damages, liabilities, losses, costs or expenses, including reimbursement of attorneys' fees and costs of defense (collectively, "Claims" hereinafter), including but not limited to Claims relating to death or injury to any person and injury to any property, which arise out of, pertain to, or relate in whole or in part to the negligence, recklessness, or willful misconduct of Consultant or any of its officers, employees, sub -contractors, or agents in the performance of its professional services under this Agreement. b. Other Indemnities. In connection with any and all claims, demands, damages, liabilities, losses, costs or expenses, including attorneys' fees and costs of defense (collectively, "Damages" hereinafter) not covered by Paragraph 10.a. above, Consultant shall defend, hold harmless and indemnify the Indemnitees with respect to any and all Damages, including but not limited to, Damages relating to death or injury to any person and injury to any property, which arise out of, pertain to, or relate to acts or omissions of Consultant or any of its officers, employees, subcontractors, or agents in the performance of this Agreement, except for such loss or damage arising from the sole negligence or willful misconduct of the City, as determined by final arbitration or court decision or by the agreement of the parties. Consultant shall defend Indemnitees in any action or actions filed in connection with any such Damages with counsel of City's choice, and shall pay all costs and expenses, including all attorneys' fees and experts' costs actually incurred in connection with such defense. Consultant duty to defend pursuant to this Section 10.b. shall apply independent of any prior, concurrent or subsequent misconduct, negligent acts, errors or omissions of Indemnitees." 11. INSURANCE REQUIREMENTS Consultant shall procure and maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. a. Minimum Scope of Insurance. Coverage shall be at least as broad as: i. Insurance Services Office Commercial General Liability form No. CG 00 01 11 85 or 88. ii. Insurance Services Office Business Auto Coverage form CA 00 01 06 92 covering Automobile Liability, code 1 (any auto). If the Consultant owns no automobiles, a non -owned auto endorsement to the General Liability policy described above is acceptable. iii. Worker's Compensation insurance as required by the State of California and Employer's Liability Insurance. If the Consultant has no employees while performing under this Agreement, worker's compensation insurance is not required, but Consultant shall execute a declaration that it has no employees. iv. Professional Liability Insurance shall be written on a policy form providing professional liability for the Consultant's profession. b. Minimum Limits of Insurance. Consultant shall maintain limits no less than: 1. General Liability: Two Million ($2,000,000) per occurrence for bodily injury, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit. 2. Automobile Liability: One Million ($1,000,000) per accident for bodily injury and property damage. 3. Worker's Compensation as required by the State of California; Employee's Liability: One million dollars ($1,000,000) per accident for bodily injury or disease. 4. Professional Liability Coverage: One million ($1,000,000) per claim and in aggregate. C. Deductibles and Self -Insured Retentions. Any deductibles or self -insured retentions shall not exceed Twenty Five Thousand Dollars and No Cents ($25,000). d. Other Insurance Provisions. The general liability and automobile liability policies are to contain, or be endorsed to contain, the following provisions: 1) The City of Temecula, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees and volunteers are to be covered as insured's, as respects: liability arising out of activities performed by or on behalf of the Consultant's products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; or automobiles owned, leased, hired or borrowed by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to the City of Temecula, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 2) For any claims related to this project, the Consultant insurance coverage shall be primary insurance as respects the City, the Temecula Community Services District, the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees and volunteers. Any insurance or self -insured maintained by the City of Temecula, Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, its officers, officials, employees or volunteers shall be excess of the Consultant's insurance and shall not contribute with it. 3) Any failure to comply with reporting or other provisions of the policies including breaches of warranties shall not affect coverage provided to the City of Temecula, the Temecula Community Services District, and/or the Successor Agency to the Temecula Redevelopment Agency, their officers, officials, employees or volunteers. 4) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 5) Each insurance policy required by this agreement shall be endorsed to state: should the policy be canceled before the expiration date the issuing insurer will endeavor to mail thirty (30) days' prior written notice to the City. 6) If insurance coverage is canceled or, reduced in coverage or in limits the Consultant shall within two (2) business days of notice from insurer phone, fax, and/or notify the City via certified mail, return receipt requested of the changes to or cancellation of the policy. e. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best rating of A-:VII or better, unless otherwise acceptable to the City. Self insurance shall not be considered to comply with these insurance requirements. f. Verification of Coverage. Consultant shall furnish the City with original endorsements effecting coverage required by this clause. The endorsements are to be signed by a person authorized by that insurer to bind coverage on its behalf. The endorsements are to be on forms provided by the City. All endorsements are to be received and approved by the City before work commences. As an alternative to the City's forms, the Consultant's insurer may provide complete, certified copies of all required insurance policies, including endorsements affecting the coverage required by these specifications. 12. INDEPENDENT CONTRACTOR a. Consultant is and shall at all times remain as to the City a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither City nor any of its officers, employees, agents, or volunteers shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees or agents are in any manner officers, employees or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation or liability whatever against City, or bind City in any manner. b. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. 13. LEGAL RESPONSIBILITIES The Consultant shall keep itself informed of all local, State and Federal ordinances, laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such ordinances, laws and regulations. The City, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section. 14. RELEASE OF INFORMATION a. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without City's prior written authorization. Consultant, its officers, employees, agents or subcontractors, shall not without written authorization from the City Manager or unless requested by the City Attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement or relating to any project or property located within the City. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives City notice of such court order or subpoena. b. Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under or with respect to any project or property located within the City. City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, City's right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response. 15. NOTICES Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, that provides a receipt showing date and time of delivery, or (iii) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by Notice. Notice shall be effective upon delivery to the addresses specified below or on the third business day following deposit with the document delivery service or United States Mail as provided above. Mailing Address: City of Temecula Attn: City Manager 41000 Main Street Temecula, CA 92590 To Consultant: Southstar Engineering & Consulting, Inc. Attn: Jason Bennecke Chief Administrative Officer 1945 Chicago Avenue, Suite C-2 Riverside, CA 92507 16. ASSIGNMENT The Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. Upon termination of this Agreement, Consultant sole compensation shall be payment for actual services performed up to, and including, the date of termination or as may be otherwise agreed to in writing between the City Council and the Consultant. 17. LICENSES At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement. 18. GOVERNING LAW The City and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with geographic jurisdiction over the City of Temecula. In the event such litigation is filed by one party against the other to enforce its rights under this Agreement, the prevailing party, as determined by the Court's judgment, shall be entitled to reasonable attorney fees and litigation expenses for the relief granted. 19. PROHIBITED INTEREST No officer, or employee of the City of Temecula that has participated in the development of this agreement or its approval shall have any financial interest, direct or indirect, in this Agreement, the proceeds thereof, the Consultant, or Consultant's sub -contractors for this project, during his/her tenure or for one year thereafter. The Consultant hereby warrants and represents to the City that no officer or employee of the City of Temecula that has participated in the development of this agreement or its approval has any interest, whether contractual, non - contractual, financial or otherwise, in this transaction, the proceeds thereof, or in the business of the Consultant or Consultant's sub -contractors on this project. Consultant further agrees to notify the City in the event any such interest is discovered whether or not such interest is prohibited by law or this Agreement. 20. ENTIRE AGREEMENT This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations and statements, oral or written, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material. 21. AUTHORITY TO EXECUTE THIS AGREEMENT The person or persons executing this Agreement on behalf of Consultant warrants and represents that he or she has the authority to execute this Agreement on behalf of the Consultant and has the authority to bind Consultant to the performance of its obligations hereunder. The City Manager is authorized to enter into an amendment on behalf of the City to make the following non -substantive modifications to the agreement: (a) name changes; (b) extension of time; (c) non -monetary changes in scope of work; (d) agreement termination. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA Southstar Engineering & Consulting, Inc. (Two Signatures of corporate officers required unless corporate documents authorize only one person to sign the agreement on behalf of the corporation.) By: By: .. Zak Schwank, Mayor Ja on Bennecke ATTEST: By: RANDI JOHL, CITY CLERK APPROVED AS TO FORM: Chief Administrative Officer By: za, A,/ e Z�!� Amr Abuelhassan Chief Financial Officer By: Peter M. Thorson, City Attorney Consultant Southstar Enaineerina & Consultina. Inc. Jason Bennecke, Chief Administrative Officer 1945 Chicago Avenue, Suite C-2 Riverside, CA 92507 _ 951-342-3120 jason@southstareng.com City Purchasing Mgr. Initials and Date: EXHIBIT A TASKS TO BE PERFORMED GENERAL The 1-15 Congestion Relief project (Project) will construct one auxiliary lane on northbound 1-15 from the Temecula Parkway on -ramp to the Rancho California Road off -ramp. Construction will include: freeway widening, sub -horizontal ground anchor wall at bridge abutment, retaining walls, drainage system modifications, rumble strips, Maintenance Vehicle Pullouts, erosion control, signs and pavement delineation, planting and irrigation, and electrical systems. Pre -Construction As needed, Southstar will provide pre -construction services such as review of contract plans, specifications, RE file, and agreements, meeting and establishing communication protocols with Caltrans Oversight Engineer, Design Engineer, and City Project Manager, and executing all pre - construction meetings. Construction Southstar shall provide Construction Management Services for the Project, which will require professional engineering and inspection (civil, structural, survey, electrical, hydraulic, traffic, geotechnical, hazardous waste/materials, landscape and irrigation), quality assurance (materials sampling and testing, source inspection), environmental compliance, labor/health/safety compliance, project management and administration (correspondence, scheduling, progress meetings, reporting, logging, project filing, community outreach, inter -agency coordination, etc.). Southstar's Resident Engineer (RE) will perform all duties as described in the latest version of the Caltrans Construction Manual Supplement For Local Agency Resident Engineers, and the Caltrans Construction Manual. Southstar will also provide a qualified Structure Representative who will perform all duties as described in the latest version of the Caltrans Local Agency Structure Representative Guidelines. Post -Construction Southstar will perform post -construction services including preparation of as-builts, punchlist, final documentation, and turnover of project files. SCOPE OF WORK Southstar follows a comprehensive methodology consisting of dozens of time -tested and proven strategies for ensuring contractors working on public works capital projects for municipal agencies stay on schedule and under budget. All services shall be in accordance with local guidelines and the Caltrans Local Assistance Procedures Manual, the Caltrans Construction Manual, and the Caltrans Construction Manual Supplement for Local Agency Resident Engineer, and the Greenbook. 10 Project Management I Southstar will perform project management through regular use of a series of project control tools, procedures and methods as a basis for planning, scheduling, monitoring of the scope and budget, document control, cost estimating, and accommodating project variables or changes. Project controls are accomplished through a combination of an effective system involving not only tracking tools, but also effective management activities. Southstar will work closely with the contractor and City/Caltrans staff throughout all phases of construction to ensure all operations and improvements comply with the contract drawings and specifications. Southstar will manage the contract to ensure the contractor is performing the work in accordance with contract documents, coordinate work with public outreach team and other agency departments, calculate pay quantities, develop and manage payment process, and take contractual action, as delegated by the City. Should any questions arise in the field, Southstar will provide clarification of the drawings and specifications and respond to any requests for information to quickly resolve the matter. Any proposed modifications or deviations from the original design will be reviewed with City/ Caltrans staff for concurrence, prior to responding to the contractor. Southstar will review all shop drawings, manufacturer specifications and material design submittals for suitability and compliance with the contract documents. Labor Compliance I Southstar will verify labor compliance through review of the contractor's certified payrolls, including fringe benefit statements, in accordance with prevailing wage rates set by the California Labor Code and Federal guidelines for reporting of federalized projects. The labor compliance review will also include verification of DBE utilization, subcontractor utilization, and labor compliance interviews with workers. Quality Assurance/Control I Southstar will independently perform quality assurance (QA) reviews of the Project documents and all its files to ensure that the team is accurately documenting the work and have all of the quality processes in place including test results, daily reports and back- up for estimates and monthly progress payments to the Contractor. Standards of quality are thoroughly discussed, including the expectations of the City and the requirements of the project's Plans, Specifications and other Caltrans/City requirements. Contractor Progress Payments I Southstar team will administer Contractor's progress payments, based on measurements and quantities calculated in the field, subject to the Caltrans/City audit and delegation of approval. Team inspectors will prepare daily quantity sheets for all payable items installed on any given day. These quantity sheets will provide specifics on each pay item performed on that day with location and measured units in place. Project Records I Southstar's team will establish and maintain a filing system in hard copy files as well as in electronic form for the project using the Caltrans/City's filing system, consistent with Caltrans Construction Manual Logs to maintain submittals. The files included are: correspondence, memoranda, project personnel, schedules, materials data, certificates of performance, daily reports & pictures, Labor compliance & EEO records, certified payrolls, Disadvantaged Business Enterprise (DBE) records, permits/agreements, contract documents, change orders, claims, City directives, meeting minutes, shop drawings, supplementary drawings, request for payment, names addresses, telephone and fax numbers of the Contractor, subcontractors and principal material suppliers. Office Engineering I Throughout the project, the OE acts as the right hand of the Resident Engineer. Some duties of the OE include issuing the Weekly Statement of Working Days, preparing weekly meeting agenda, distributing minutes, reviewing, and approving lane closures, reviewing extra work bills and verifying labor and rental equipment rates, creating Weekly Status M of Contractors, drafting change orders, coordinating testing and surveys requests, and communicating with all parties of the team. SWPPP reports are also reviewed and tracked. The OE also ensures that all appropriate submittals are submitted on time. OE will also coordinate all meetings necessary for specific operations. The OE is the focal point for proper and accurate project documentation on all construction projects. This role will be supervised the Resident Engineer. Project Filing System I Our Office Engineer, will establish and maintain a filing system, in hard and electronic copy using Caltrans Construction Manual as guidelines to make sure there is compliance with state funding requirements for this project. Submittals and RFI logs are developed and maintained, and all RFIs and submittals are logged and tracked in accordance with when it was received and returned to the Contractor for disposition and response status. Schedule Control I Schedule control starts with the Contractor's submittal of a baseline construction schedule, approval of the schedule and the subsequent schedule updates. Once these activities are approved, they will be checked against actual activities in the field and any discrepancies will be noted. The Contractor will be required to submit a narrative for all changes in the monthly schedule updates and the Southstar field team will carefully scrutinize them. The team will also require the contractor to provide a 2-4-week look -ahead schedule that will allow for weekly planning of inspections, material testing and for planning off -site inspections, if needed. All of these issues will be discussed in the weekly meetings with the Contractor. To avoid a project schedule impact, Southstar will review the contract documents and identify long lead materials to ensure that their procurement and delivery are performed diligently. Southstar will alert the Caltrans/City if the Contractor makes any construction changes that may lead to delays in completion and/or construction cost changes of the project. Progress Reporting and Daily Reports I The Southstar team will provide Caltrans and the City with project status reports on a weekly and monthly basis and as requested by Caltrans/City. The weekly reports provide a summary of the activities completed the previous week, ongoing activities for the current week and scheduled activities for the following week. This report also includes any field conflicts and issues that may have arisen during the week. The monthly construction management reports describe the status of the project's budget, schedule, submittals, change orders, claims in process and current and anticipated work progress. Project inspectors are required to complete daily inspector reports (DIRs) within a 24-hour period of witnessing the work performed. These DIRs include field activities; which are tracked by contract bid item, labor, and equipment; a narrative of the work; and related photographs. Each report is signed by the inspectors and then reviewed and signed and reviewed by the Senior Resident Engineer. The RE and inspectors meet with the contractor daily to seek out issues and help resolve them. All issues are tracked through our project controls system. Retrieving project documents related to a specific issue is critical to keeping the Caltrans/City informed. All concerns are evaluated and resolved at the lowest level possible to help minimize claims. These issues become the backbone of our weekly job site construction meeting. Request for Information/Submittal Management Review I The Southstar team will review and evaluate RFIs to determine if a response from the field team is possible. When the RFI has no impact to schedule, budget, or quality of along the way, the RFI are tracked in our system so responses are available for design engineers and project team review as soon as possible. Responses are expedited to avoid Contractor delays. To keep RFIs moving towards resolution, a status review is performed in our weekly job site meeting. Resolution of RFIs by the field staff helps keep projects within budget and schedule. 12 Southstar is in the habit of turning around submittals, especially those on the critical path, within a few days in assisting the Contractor in keeping on schedule. This allows early acquisition of materials and other offsite procurements, so materials are available when required. We develop a list of required submittals early, and regularly compare our list to that of the Contractor to make sure all items are identified with anticipated delivery/completion dates denoted on our schedule. A distribution list is used to verify key staff have reviewed and accepted key submittals. Our database is used to log and manage the shop drawings and sample/submittal process, allowing review of submittal status during the weekly progress meeting. Southstar will provide technical and administrative management services for the project, provide coordination and oversight of all activities related to the construction of the project, maintain a close relationship with the City's Project Manager and Design Engineer, and send copies of all correspondence to the City Project Manager. Southstar will process and track project files at the job site utilizing the filing system provided by the agency. At a minimum, project files shall include the following: • RFls, Submittals, Proposed change orders and revisions • Cost accounting records on authorized work performed under contract unit costs and additional work performed based on actual costs of time (labor) and materials (T&M). ■ All contract documents including: Special Provisions; Contract / Agreement; Subcontractors Listing; Bonds; Non- Collusion Affidavit; Construction Quality Assurance (CQA); correspondence, etc. • Disadvantaged Business Enterprises (DBE) Compliance • Relevant permits and requirements from local governments or regulatory agencies • Appropriate reference specifications, standards, and standard plans Notice to Proceed and contract time accounting procedure and documentation • Equipment and material submittal log. The construction contract shall be reviewed for submittal requirements, and due dates shall be established based on the construction schedule. • Correspondence log • Progress payment format in compliance with Caltrans/City standards • Project personnel and emergency phone numbers • Contract change order documentation and approval procedures • Daily construction report, supplemented by daily materials sampling and testing reports prepared on printed forms • Required safety documentation and equipment • Project photograph log ■ Record drawing format ■ Progress meeting format • Pre -construction meeting format 13 Review Traffic Control Plans I Southstar will review the traffic control plan submitted by the Contractor to ensure the proposed traffic control measures provide proper notification and delineation to allow safe passage through/around the construction zone. Southstar will also focus on ensuring the plan will provide reasonable access to properties with minimal interruption and inconvenience to the traveling public. Southstar will prepare a list of recommended modifications, as applicable. Such recommended modifications will be discussed with the City and Caltrans to confirm compliance with requirements prior to sharing with the Contractor. Once a final traffic control plan is approved, the Contractor will be closely monitored by Southstar to verify compliance and make necessary improvements in the field. Site Safety I Nothing is more important than the safety of the construction team and the general public. The Southstar team will review the Contractor's Safety Plan and Injury and Illness Prevention Program (IIPP) for compliance and applicability to the Project conditions. While the Contractor has sole responsibility for compliance with safety requirements, Southstar continuously monitors the Contractor's compliance during construction activities and will document and report any deficiencies and will direct the Contractor for immediate correction. Additionally, Southstar team monitor and enforce debris handling and disposal plans, hazardous materials communication plans, emergency action plans, job hazard analysis, incident and inquiry reports and monthly safety reports. We conduct weekly tailgate safety meetings and attend the Contractor's scheduled safety meetings. Our efforts focus on prevention to make sure we maintain a safe work environment for the contractor, subcontractors, inspectors, field personnel, visiting Caltrans/City staff, and the public at large. Southstar's commitment to total safety excellence throughout all projects was instituted by establishing safety as a core value. To achieve Southstar goal of zero incidents, all employees are required to actively participate in Southstar Safety Trainings as required by individual projects. Additionally, the Southstar Team will develop a Code of Safe Practices specific to the project. This document is intended to cover all aspects of project safety, including personal protective equipment (PPE) and work in and around traffic. All project personnel are required to read and sign -off on the Project Specific Code of Safe Practices. Weekly safety tailgate meetings are conducted in accordance with California Division of Occupational Safety and Health (Cal/OSHA) regulations, and meeting minutes are kept on file. Utility and Outside Agency Coordination I The RE can be responsible for alerting all affected utility companies, school administrators, Water District, Police Department, Fire Department, Trash Services, and Public Transportation Agency for the pre -construction meeting and during construction. Additionally, the RE can review the scope of work with each utility company at the pre -construction meeting, review possible conflicts, and work with each utility to ensure that specific needs of the project are understood. The RE can also coordinate with utility companies to expedite the identification of any unknown utilities found during exaction, and he will coordinate any relocation work by utility companies after notifying the Caltrans/City. SWPPP I Southstar will be responsible for verifying water pollution control regulations, erosion and sedimentation processes, BMP installation and maintenance, dewatering operations, sampling and analysis, contract administration for water pollution control, and reviewing storm water pollution prevention plans. The team provides recommendations for improvements to the BMP installation and functionality on a daily basis during their regular inspection activities. Environmental Compliance I Resident Engineer will coordinate with the Blackhawk for all environmental compliance and inspections depending on the requirements needed in the Projects' environmental document. 14 Project Schedule I The Southstar team will review and approve the Contractor's Critical Path Method (CPM) schedule. Southstar is fully able to use Primavera P6 and Microsoft Project software to review, monitor, and analyze the contractor's schedule. Updates to the schedule will be reviewed monthly against the project baseline schedule, progress will be verified and any potential issues causing delay to the project will be identified and mitigated ahead of the delay actually occurring. Document Control I Southstar follows a Caltrans compliant standardized filing and document control system. The team will document all communications with the contractor in correspondence and daily diaries. The team will receive all correspondence, prepare and transmit responses and coordinate with applicable parties as required. All project filing will be in compliance with the Caltrans Local Assistance Procedures Manual, Caltrans Construction Manual and with any City filing system requirements. Communications and Correspondence I Southstar will prepare a communication protocol as approved by Caltrans and the City. Our OE will log all communication, provide timely responses as stated by the communication protocol, seek approval from Caltrans and the City when appropriate, certify contract compliance, and communicate all submittals. Public Relations I Southstar's public outreach support team will assist the City in successfully keeping the public informed about the project through to project construction. This may include preparation of social media graphics/videos/content, reviewing the contractor's scheduled activities for impacts to the community/commuters, and contributing to public awareness with the goal of minimizing the inconvenience to the community. Construction Observation and Inspection I Southstar will provide a full team of inspectors needed to oversee the contractor's activities. Responsibilities of the construction inspectors include, but are not limited to: • Performing daily on -site observations of the progress and quality of construction to determine if work being performed is in general conformance with contract documents, all applicable laws, codes, and ordinances. ■ Identifying actual and potential problems associated with Project and recommending sound engineering solutions. • Reviewing plans, specification, and other contract and construction -related documents. Inspectors will intimately study these documents along with traffic control plans, construction schedules, sequences, and permit requirements. Understanding all the details of these resources will guide the inspectors when ensuring the contractor's compliance. • Maintain photographs of the pre -construction phase, during the construction phase, and the post -construction phase • Attend pre -construction meetings, weekly and monthly (if necessary) meetings, and discuss any concerns that may lead to budget or scheduling issues. Inspectors will create and submit a "Weekly Statement of Calendar/Working Days" as requested by Caltrans/City. 15 • Coordinate with the Contractor to discuss the plans, specifications, and regulations to ensure the contractor is complying. • Provide inspections to ensure encroachment permittees about non-compliance and correct compliance problems as they arise. Inspector will then notify the encroachment permittees when these problems arise. The field inspector's daily diaries will contain full documentation and photographs of the work performed. Consistent and accurate written and photo documentation of all field activities is of paramount importance in protecting the agency against contractor claims and costly contract change orders. Per the Caltrans/City's request, the daily diaries will include site and weather conditions; traffic control measures taken by contractors; labor, equipment and materials used; quantity of work performed; and major incidents/safety violations. • Consistently review construction progress schedules to verify the project is on track and within budget. The inspectors will notify the Contractor should any deviations occur, and they will formulate a plan to bring the project back on track. Monitoring the contractor's daily work for safety, quality, public convenience, and compliance with contract documents. • Coordination with the Materials Testing unit to review soil compaction and materials testing certifications of compliance. The Inspector will also coordinate with the Caltrans/City's Acceptance Testing and Independent Assurance Program firms to ensure the quality of work once completed. Monitoring of change order work. • Monitor utility relocation, minimize utility conflict delays, and potent relocations. Inspectors will report any potential delays or relocations to the agency. ■ Coordinate with the Contractor and Public Outreach Liaison to discuss access to surrounding businesses and residential areas. • Ensure safety compliance in the field, for the surrounding public, and report any failing safety measures to the City. • Monitor and maintain compliance with the City's National Pollutant Discharge Elimination System (NPDES). Ensure environmental compliance of other local Cities, County, State, and Federal regulations. • Maintaining data for change orders and tracking the time of dispute, the time of the contractor's notification, and what the inspector will do. • Provide technical support, prepare and submit necessary documentation for approval by the Caltrans/City and attend meetings as required in order to receive authorization from the City to construct the project. • Maintaining awareness of water discharge requirements. Monitoring Contractors compliance with applicable regulations and applicable required construction contract provisions. 16 ■ Coordinate with the Contractor and construction manager to provide complete measurements and calculations to administer progress payments and make recommendations for payments • Performing field measurements of the contractor's work and recording them in quantity calculation sheets that will be the basis for contractor's payments. • Ensure the Contractor submits all certified payroll reports with monthly progress payment requests. The inspector will also coordinate with the labor compliance officer to ensure these reports are compliant with both federal and state prevailing wage regulations. Also, the inspector will verify the labor and hours reported by the Contractor's based on their daily diaries and inspection reports. • Submit as -built plans to the Caltrans/City once the project is completed. • Making punch -lists, conducting final inspections and close-out encroachment and construction/excavation permits. Cost Control System I Each month, the team will prepare progress payments for all work completed by the Contractor for review and processing by Caltrans/City. The team will also review progress reports and inventory of materials -on -hand. Effective change order administration is imperative for controlling cost and schedule on any construction project. The goal is to provide timely direction to the Contractor while assuring that the costs of changes are fair and reasonable to both the Contractor and Caltrans/City. The Southstar team has an excellent record of resolving construction issues at the lowest possible level and prior to completion of the project. The team is skilled at examining issues and maintaining detailed project documentation which mitigate potential claims by the Contractor. Change Orders I Change Orders can be requested by the Contractor after the discovery of a field conflict or can be initiated by the Caltrans/City for a change of scope. The team will determine the merit, scope, estimated cost and schedule impacts to the project as a result of potential contract change orders requested by the contractor, and provide recommendations to Caltrans/City. The team will also negotiate change orders as directed by the City in case there is addition or change in scope by Caltrans/City. The team will attempt to avoid all unnecessary contract change orders, and when necessary, we will consult with the Caltrans/City prior to its preparation. Caltrans/City's preferred method of payment for contract change orders should begin by agreeing on a price, identifying all potential claims, tracking and monitoring unresolved claims, and implementing claims avoidance processes. Materials Testing I Southstar will coordinate with our Materials Testing subconsultant to provide quality assurance material sampling and testing services to support the project as needed. The materials field inspector will provide periodic or continuous observation and perform sampling and testing of in strict accordance with published standard testing procedures, the project Technical Specifications, and as directed by the Caltrans/City. During construction, their field inspector will meet each shift with the Southstar's lead inspector to discuss the day's operations. The test results for each material will be processed into a standard report format and sent to the Resident Engineer within the timeline established by the project Technical Specifications. A summary of all acceptance testing will be maintained and updated throughout the project. Constant coordination between Southstar field inspector and laboratory personnel ensures that time -sensitive tests are performed and reported promptly. 17 Final Inspection and Punch -list I Southstar will deliver a final completed project to City and Caltrans in compliance with the plans, specifications, and estimate (PS&E) package, and all applicable codes, permits and standards. The Team will perform final inspections and issue punch -lists of incomplete work, monitor punch list completion, coordinate final project acceptance with the Caltrans/City and other stake holders, close out the project's files and turn them over to the Caltrans/City with the project's as -built plans and work with the Caltrans/City in coordinating, completing and filing all invoicing and necessary documentation to ensure proper and full reimbursement of funds. Proposed Final Estimate I The RE can lead or assist in the preparation the Proposed Final Estimate and obtain Contractor's concurrence. This document shall be provided after resolution of any open claims. Project Report I A Final Project Report will be created that identifies the construction of the project, the final cost of construction including construction management and administration, a list of all Contract Change Orders, a list of Construction Claims and the result of each after resolution, and photo and video documentation of construction. As -Built Drawings I The Southstar team will maintain a red -lined set of "As -Built" plans in the construction field office documenting as -built conditions. At the end of construction, the As -Built drawings will be reviewed to confirm all changes to the plans are accurately documented. Following the review, they will be transmitted to the designer to be updated into the electronic plan set with the Caltrans/City's signature and transmitted for archiving. Final Walkthrough I Southstar will perform final inspections and issue punch -lists of incomplete or deficient work. Southstar will monitor punch -list completion, and issue a notice of substantial completion. Subject to delegation of authority by the City, Southstar will schedule and conduct a final walkthrough with the City and Caltrans, Contractors, and design engineers. Southstar will coordinate the execution of any required corrections resulting from the final walkthrough. Once all corrections are addressed, Southstar will coordinate final project acceptance with City and applicable local agencies and utilities. Final Acceptance I Southstar will recommend for final acceptance of the Project after the contractors have corrected deficient work and satisfied all contract conditions. Then will deliver a final completed project to the Caltrans/City which is in compliance with the plans, specifications, and estimate (PS&E) package, and all applicable codes and permits. 18 EXHIBIT B PAYMENT RATES AND SCHEDULE GENERAL The tasks described in Exhibit A will be performed on a time and materials basis, as needed to efficiently and successfully manage construction of the project. The Total Fee is based on the estimated time needed to complete the work and rates shown in Exhibit B. Actual cost shall not exceed the Total Fee without prior authorization from the City. TotalFee.... .......... . . . ........_..............................................................$968,813.40 19 8 b �y� O 8 00 8 h aS OI pp8 In $ O�1 N 8 � O f0 N a M 1O n In N N N N N N N N N N N N N M N 8 8 8 S S S S e S N M M N N M 20 tl O F N O 01 a 6 Z � U 3 v U •� Z N E a` O- - 6 w U c O N Q) O U Lo 0 E �i n U 0 O U A O H ow tl 4 F-1 Aft 1 P-c, Heat of Saut-e, C:uloi n .. Win,C.:,iry. 1-15 CONGESTION RELIEF Circulation Project Project Description: This project includes the design and construction of a single auxiliary lane, northbound Interstate 15 (1-15) connecting the Temecula Parkway on -ramp to the Rancho California Road off -ramp. Benefit: This project provides an operational improvement to relieve congestion on northbound 1-15. It represents one of several operational improvements identified by the Move 1-15 Regional Task Force to address congestion on 1-15. Core Value: Transportation Mobility and Connectivity Project Status: Project is in the design and environmental clearance phase. Department: Public Works - Account No. 210.265.999.5800.PW19-02 / 609 Level: I City of Temecula Fiscal Years 2024-28 Capital Improvement Program TE IE UL VALLEY Project Cost: Prior Years Actuals 2023-24 2022-23 Adopted 2024-25 2025-26 2026-27 2027-28 Adjusted Budget Projected Projected Projected Projected Total Project Cost 5801-Administration 157,416 237,611 80,000 475,027 5804-Construction 6,074,443 287,000 6,361,443 5805-Construction Engineering 1,020,000 1,020,000 5802-Design & Environmental 1,240,292 161,948 1,402,240 Total Expenditures 1,397,708 7,494,002 367,000 9,258,710 Source of Funds: 4001-General Fund 1,542,267 366,443 1,908,710 4078-Reimbursement-Pechanga IGA 2,500,000 2,500,000 4438-Reimbursements 100,000 100,000 4484-SHOPP 1,250,000 1,250,000 4473-TUMF (CETAP/RCTC) 3,500,000 3,500,000 Total Funding 4,142,267 4,750,000 366,443 9,258,710 Future Operating & Maintenance Costs: Total Operating Costs Notes : 1. SHOPP - State Highway Operation and Protection Program and Minor Program 2. RCTC Agreement No. 22-73-032-00; City Agreement 2022-035 3. Reimbursement of $100,000 reflects contribution from the City of Murrieta 74 Item No. 11 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Patrick Thomas, Director of Public Works/City Engineer DATE: November 14, 2023 SUBJECT: Approve First Amendment to Agreement with Pacific Striping, Inc. for Citywide Repainting of Traffic Striping PREPARED BY: Stacey Biddle, Management Assistant RECOMMENDATION: That the City Council approve the first amendment to the agreement with Pacific Striping, Inc. for Citywide Repainting of Traffic Striping, in the amount of $300,000, for a total agreement amount of $2,241,500. BACKGROUND: On April 23, 2019, City Council approved a Minor Maintenance Agreement for Citywide Repainting of Traffic Striping with Pacific Striping, Inc., for Fiscal Years 2020-2024, in the amount of $1,764,926, and a contingency for additional work in the amount of $176,574, for a total agreement of $1,941,500. Pacific Striping, Inc. currently provides biannual painting of citywide traffic striping, including on -call and emergency call -out services, as needed, throughout the city. This Amendment will increase the Payment amount by $300,000 for a total agreement amount of $2,241,500, The original term of the Agreement will remain in effect through June 30, 2024. Pacific Striping, Inc. has proven to be one of our most reliable contractors, providing exceptional service at a competitive price. Staff recommends the approval of the First Amendment to the agreement with Pacific Striping, Inc., to continue striping services for the city. FISCAL IMPACT: Adequate funds are available in the Annual Operating Budget (AOB), in the Department of Public Works, Maintenance Division for FY 2023-24. ATTACHMENTS: First Amendment FIRST AMENDMENT TO AGREEMENT BETWEEN CITY OF TEMECULA AND PACIFIC STRIPING, INC. CITYWIDE REPAINTING OF TRAFFIC STRIPING THIS FIRST AMENDMENT is made and entered into as of November 14, 2023 by and between the City of Temecula , a municipal corporation (hereinafter referred to as "City"), and Pacific Striping, Inc., a Corporation (hereinafter referred to as "Contractor"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1. This Amendment is made with the respect to the following facts and purposes: a. On July 1, 2019, the City and Contractor entered into that certain Agreement entitled "Agreement for Minor Maintenance Services," in the amount of $1,941,500.00. b. The parties now desire to increase the payment in the amount of $300,000, and to amend the Agreement as set forth in this Amendment. 2. Section 3 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby amended to read as follows: The City agrees to pay Contractor monthly, in accordance with the payment rates and schedules and terms set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. The FIRST Amendment amount shall not exceed Three Hundred Thousand Dollars ($300,000) for additional citywide painting of traffic striping services for a total Agreement amount of Two Million, Two Hundred Forty -One Thousand and Five Hundred Dollars ($2,241,500.00). 3. Except for the changes specifically set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. 06/09/2021 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA By: Zak Schwank, Mayor ATTEST: By: Randi Johl, City Clerk APPROVED AS TO FORM: By: Peter M. Thorson, City Attorney PACIFIC STRIPING, INC. (Two Signatures of corporate officers required unless corporate documents authorize only one person to sign the agreement on behalf of the corporation.) By: Scott F sher, President By: Greg Fisher, Secretary/Treasurer CONTRACTOR Pacific Striping, Inc. Attn: Scott Fisher P.O. Box 1691 Whittier, CA. 90609 Ph. 562-945-7805 pacstripe ctmail.com City Purchasing Mgr. Initials and Date: 08/09/2021 Item No. 12 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Luke Watson, Deputy City Manager DATE: November 14, 2023 SUBJECT: Approve Third Amendment to Agreement with Inland Empire Property Services for Weed Abatement Services PREPARED BY: Brandon Rabidou, Principal Management Analyst RECOMMENDATION: That the City Council approve the third amendment to the agreement with Inland Empire Property Services for weed abatement services, in the amount of $100,000, for a total agreement amount of $400,000. BACKGROUND: The City of Temecula contracts with Inland Empire Property Services to conduct weed abatement services in the City. Weed abatement services minimize the volume of combustible materials in the City to reduce the likelihood of fires. The proposed amendment is necessary to address increased weed abatement costs associated with a wetter than normal year and the streamlining of weed abatement services amongst multiple departments. FISCAL IMPACT: The proposed amendment will have no additional fiscal impacts on the City as the proposed work has been adequately budgeted in 001.162.611.5440. ATTACHMENTS: Third Amendment THIRD AMENDMENT TO AGREEMENT BETWEEN CITY OF TEMECULA AND INLAND EMPIRE PROPERTY SERVICES WEED ABATEMENT SERVICES THIS THIRD AMENDMENT is made and entered into as of October 12, 2023, by and between the City of Temecula , a municipal corporation (hereinafter referred to as "City"), and Inland Empire Property Services, a Corporation (hereinafter referred to as "Contractor"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: 1. This Amendment is made with the respect to the following facts and purposes a. On May 1, 2020, the City and Contractor entered into that certain Agrearnent entitled "Agreement for Weed Abatement Services," in the amount of $200,000.00. b. On November 10, 2020 the City and Contractor entered into the First Amendment to that certain Agreement entitled "Agreement for Weed Abatement Services," to increase the payment in the amount of $25,000.00. C. On May 9, 2023 the City and Contractor entered into the Second Amendment to that certain Agreement entitled "Agreement for Weed Abatement," to increase the payment in the amount of $75,000.00. d. The parties now desire to increase the payment in the amount of $100,000.00 and to amend the Agreement as set forth in this Amendment. 2. Section 6 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby amended to read as follows: The City agrees to pay Contractor monthly, in accordance with the payment rates and schedules and terms set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. The Third Amendment amount shall not exceed One Hundred Thousand Dollars and Zero Cents ($100,000.00), for additional weed abatement services for a total Agreement amount of Four Hundred Thousand Dollars and Zero Cents ($400,000.00) 3. Exhibit B to the Agreement is hereby amended by adding thereto the items set forth on Attachment "A" to this Amendment, which is attached hereto and incorporated herein as though set forth in full. 4. Except for the changes specifically set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. O8/09/2021 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA By: Zak Schwank, Mayor ATTEST: By: Randi Johl, City Clerk APPROVED AS TO FORM: Inland Empire Property Services By: President y• 4, 0, 2 2, Serena Maciel, Chief Financial Officer By: _ Peter M. Thorson, City Attorney CONTRACTOR Inland Empire Property Services Attn: Charles Maicel Moreno Valley, CA 92552 Gotweeds@msn.com 951-924-6905 City Purchasing Mgr. Initials and Date: 2 08/09/2021 ATTACHMENT A EXHIBIT B Cost for services shall be as per Consultant's proposal attached hereto and incorporated herein as though set forth in full but in no event shall the total cost of services exceed $400,000.00 for the total term of the agreement unless additional payment is approved as provided in the Payment section of this agreement. CITY OF TEMECULA WEED ABATEMENT 2020 BID PRICE PROPOSALS Description Price Notes Mnwng 5155 00 Prr Ar re Mowrg Minimum t baige 5185 DO Parre!s less than 1 at nclude; handwork Hand Weed fat ng $S5 no Per Man PP( Hour Tree Trimming $5s 00 Per Man Per Hour Oust Control 520000 Per Hour / Plus Water Cost Spr,cial uquipmenl Bobcat sms 00 Per Hour / d hour Minimum Special Equipment Doter 570000 Per Hour / 4 Hour Minimum Trash aemoval 510500 Per Cubic Yard Dead Vegetation Removal 5101100 Per Cubic Yird concrete Removal 5200 00 Per Ion Bags of Irish Remoal $1?.00 Per Bag 0,mp fees Actual Cost Receipt Required Adminlstration fee $12 00 Per Invoice rile Wilt include 2 invoice copies 1 Contrartor Worksheet A Map of property completed At least 2 before photos and 2 after photos { Submitted In a secured tab file folder,_ 3 08/09/2021 Item No. 13 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Patrick Thomas, Director of Public Works / City Engineer DATE: November 14, 2023 SUBJECT: Approve Fifth Amendment to Agreement with David Evans and Associates, Inc. for the Diaz Road Expansion Project, PW17-25 PREPARED BY: Amer Attar, Engineering Manager Nino Abad, Senior Civil Engineer RECOMMENDATION: That the City Council: Approve the fifth amendment to the agreement with David Evans and Associates, Inc., in the amount of $100,000, for additional contingency in support of the professional design and environmental services of the Diaz Road Expansion Project, PW17-25; and 2. Increase the City Manager's authority to approve extra work authorizations by $100,000. BACKGROUND: On October 22, 2019, the City Council approved the agreement for consultant services with David Evans and Associates, Inc. to provide professional design and environmental services for the Diaz Road Expansion Project, PW 17-25. The agreement, including all prior amendments, is in the amount of $733,312 plus $452,611 of contingency under the City Manager's authority. Several extra work authorizations have been issued for services including additional traffic studies and VMT analysis, environmental studies, project phasing, additive bidding, and environmental permitting. Additional engineering and environmental services are needed to address permitting through the US Army Corps of Engineers, Riverside County Flood Control and Water Conservation District, and the California Environmental Quality Act (CEQA). Additionally, some minor redesign work is required to accommodate the Eastern Municipal Water District sewer line project on Diaz Rd along with additional coordination required with the ACOE Murrieta Creek Phase IIB project. At this time, it is necessary to increase the contingency funds for additional and unforeseen work tasks. This fifth amendment adds $100,000 in contingency and allows for performing additional services under the agreement through extra work authorization(s). Approval of the fifth amendment results in an agreement amount of $733,312 and a contingency amount of $552,611, for a total encumbrance of $1,285,923. FISCAL IMPACT: The Diaz Road Expansion Project is identified in the City's Capital Improvement Program (CIP) Budget for Fiscal Years 2024-28, and is funded with DIF (Street Improvements), Measure S, and TUMF (WRCOG). There are sufficient project funds to cover the cost of $100,000 associated with the fifth amendment. ATTACHMENTS: 1. Fifth Amendment 2. Project Description FIFTH AMENDMENT TO AGREEMENT BETWEEN CITY OF TEMECULA AND [DAVID EVANS AND ASSOCIATES, INC. PW17-25 DIAZ ROAD EXPANSION (Agreement No. 19-258) THIS FIFTH AMENDMENT is made and entered into as of November 14, 2023, by and between the City of Temecula, a municipal corporation (hereinafter referred to as "City"), and David Evans and Associates, Inc., a Corporation (hereinafter referred to as "Consultant"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows: This Amendment is made with the respect to the following facts and purposes: a. On October 22, 2019, the City and Consultant entered into that certain Agreement entitled "Agreement for Consultant Services," in the amount of $733,312.00, plus contingency in the amount of $73,331.20 b. On January 20, 2021, the City and Consultant entered into the First Amendment to the Agreement to increase the contingency in the amount of $100,000.00. C. On July 27, 2021, the City and Consultant entered into the Second Amendment to the Agreement to increase the contingency in the amount of $100,000.00. d. On May 24, 2022, the City and Consultant entered into the Third Amendment to the Agreement to increase the contingency in the amount of $59,279.80. e. On January 24, 2023, the City and Consultant entered into the Fourth Amendment to the Agreement to increase the contingency in the amount of $120,000.00. f. The parties now desire to increase the contingency in the amount of $100,000.00, and to amend the Agreement as set forth in this Amendment. 2. Section 6 of the Agreement entitled "PAYMENT" at paragraph "a" is hereby amended to read as follows: The City agrees to pay Consultant monthly, in accordance with the payment rates and schedules and terms set forth in Exhibit B, Payment Rates and Schedule, attached hereto and incorporated herein by this reference as though set forth in full, based upon actual time spent on the above tasks. Any terms in Exhibit B, other than the payment rates and schedule of payment, are null and void. The FIFTH Amendment amount shall not exceed One Hundred Thousand Dollars and Zero Cents ($100,000.00), to increase contingency for a total Agreement amount of One Million Two Hundred Eighty -Five Thousand, Nine Hundred Twenty -Three Dollars and Zero Cents ($1,285,923.00). 3. Except for the changes specifically set forth herein, all other terms and conditions of the Agreement shall remain in full force and effect. 08/09/2021 IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written. CITY OF TEMECULA By Zak Schwank, Mayor ATTEST: By Randi Johl, City Clerk APPROVED AS TO FORM: DAVID EVANS AND ASSOCIATES, INC. By: Mark Minjr, Vice President By: Gavin Powell, Associate By: Peter M. Thorson, City Attorney CONSULTANT David Evans and Associates, Inc. Attn: Gavin Powell 41951 Remington Avenue, Suite 220 Temecula, CA 92590 (951) 294-9346 GPowell@deainc.com 2 08/09/2021 JI Ak .J The Heart of Southern California Wine Country DIAZ ROAD EXPANSION Circulation Project Project Description: Converts Diaz Road into a Major Arterial (4 Lanes Divided) classification, between Cherry Street and Rancho California Road. Improvements will be added to Diaz Road on its current alignment as shown in the Roadway Plan of the General Plan's Circulation Element. This project includes the design, environmental clearance, right of way acquisition, and construction necessary to complete the 2.2 mile segment, which will be developed and constructed in phases: Phase 1: Diaz Road from Winchester Rd to Rancho California Rd and Phase 2: Diaz Road from Cherry Street to Winchester Rd. Benefit: This project improves traffic circulation by expanding an important north -south arterial on the west side of the City and completes a portion of the designated Western Bypass. Core Value: Transportation Mobility and Connectivity Project Status: Phase 1 is in the design and environmental clearance phase. Construction of Phase 1 is anticipated in the Summer of 2024 Department: Public Works - Account No. 210.265.999.5800.PW17-25 / 521 Level: III City of Temecula Fiscal Years 2024-28 Capital Improvement Program Project Cost: Prior Years Actuals 2022-23 Adjusted 2023-24 Adopted 2024-25 Budget Projected 2025-26 2026-27 Projected Projected 2027-28 Projected Total Project Cost 5801-Administration 140,787 91,248 50,000 139,478 421,513 5804-Construction 8,000,000 352,376 2,800,000 11,152,376 5805-Construction Engineering 720,000 255,000 975,000 5802-Design & Environmental 884,268 405,210 270,000 280,000 1,839,478 5806-MSHCP 400,000 140,000 540,000 Total Expenditures 1,025,055 9,616,458 672,376 - 3,614,478 14,928,367 Source of Funds: 4242-DIF-Street Improvements 590 590 4170-Measure A 10,628 3,564,372 3,575,000 4002-Measure S 171,445 1,328,555 672,376 2,172,376 4472-TUMF (WRCOG) 627,745 4,938,178 5,565,923 4452-Unspecified 3,614,478 3,614,478 Total Funding 810,408 9,831,105 672,376 - 3,614,478 14,928,367 Future Operating & Maintenance Costs: Total Operating Costs 68 Item No. 14 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Patrick Thomas, Director of Public Works / City Engineer DATE: November 14, 2023 SUBJECT: Approve List of Prequalified Bidders and Authorize the Solicitation of Design - Build Proposals for Ronald Reagan Sports Park Hockey Rink Project, PW22-06 PREPARED BY: Nino Abad, Senior Civil Engineer Kellen Freeman, Assistant Engineer RECOMMENDATIONS: That the City Council: 1. Approve the list of prequalified bidders; and 2. Authorize the Department of Public Works to solicit proposals for design -build services from the list of prequalified bidders for the Ronald Reagan Sports Park Hockey Rink Project, PW22-06. BACKGROUND: The Ronald Reagan Sports Park Hockey Rink is an existing facility located within Ronald Reagan Sports Park at 30875 Rancho Vista Road. For many years, the hockey rink has been utilized by Temecula Valley Inline Hockey Association (TVIHA) to run its youth league. At this time the hockey rink and associated amenities are in need of various upgrades and repairs. The Ronald Reagan Sports Park Hockey Rink Project, PW22-06 proposes to upgrade the existing facility by resurfacing the play surface with sports tiling and replacement of portions of the existing dasher board around the rink. The project also includes construction of a new roof structure over the existing rink which will include lighting and a new scoreboard. Various ADA improvements to the bleachers and pathway from the parking lot to the facility are also included. Staff has determined that the design -build method of project delivery is the most appropriate contracting method for this project. As required for "Local Agency Design -Build Projects" per the California Public Contract Code (PCC) Section 22164, on September 27, 2023 the Department of Public Works posted a Request for Qualifications on the City's online bid site, PlanetBids. On October 18, 2023 the City received two (2) timely pre -qualification submittals from the following firms: 1. Byrom -Davey, Inc. 2. De La Secura Inc Staff reviewed the submittals, deemed several irregularities immaterial, and determined that all firms met or exceeded the minimum scoring criteria for prequalification. Therefore, it is the recommendation of staff that the City Council approve the firms above to be included on the Shortlist of Pre -Qualified Firms to provide all necessary design -build services for the project. FISCAL IMPACT: Ronald Reagan Sports Park Hockey Rink Project, PW22-06 is included in the City's Capital Improvement Program (CIP) Budget for Fiscal Year 2024-28 and is funded with Measure S. Approving the list of qualified firms and authorizing the solicitation of design -build Services has no fiscal impact. Staff will evaluate design -build documents, design - build proposals, and assess the fiscal impacts, and make a recommendation to City Council at a future date. ATTACHMENTS: 1. Project Description 2. Project Location jj— The Heart of Southern California Wine Country RONALD REAGAN SPORTS PARK HOCKEY RINK Parks/Recreation Project Project Description: This project will include the renovation of the existing hockey rink to install new flooring material and arena style roof structure. Benefit: This project will upgrade the existing aging facility and provide state- of-the-art recreation opportunity for the City's residents. Core Value: Healthy and Livable City Project Status: This project is in the scoping/design phase. Department: Public Works - Account No. 210.265.999.5800.PW22-06 / 223 Level: I City of Temecula Fiscal Years 2024-28 Capital Improvement Program Project Cost: Prior Years Actuals 2023-24 2022-23 Adopted 2024-25 2025-26 2026-27 2027-28 Adjusted Budget Projected Projected Projected Projected Total Project Cost 5801-Administration 10,000 255,000 265,000 5804-Construction 1,613,875 1,613,875 5805-Construction Engineering 30,000 30,000 5802-Design & Environmental 76,125 76,125 5809-Information Technology 100,000 100,000 Total Expenditures 1,700,000 385,000 2,085,000 Source of Funds: 4002-Measure S 1,700,000 385,000 2,085,000 Total Funding 1,700,000 385,000 2,085,000 Future Operating & Maintenance Costs: Total Operating Costs 178 w ~qmf. a VICINITY MAP 'I 1 w © q 1 - .0" ow- Af RONALD REAGAN SPORTS PARK ROLLER HOCKEY RINK - CITY OF TEMECULA ILI DRAFT FEBRUARY 2023 Aft I The Heart of Southern California Wine Country DAVID EVANS Q AN°ASSOCIATES INC. 4141 E. Inland Empire Blvd., Suite 250 ° Ontario, CA 91764 Phone: 909.481.5750 Item No. 15 ACTION MINUTES TEMECULA COMMUNITY SERVICES DISTRICT MEETING COUNCIL CHAMBERS 41000 MAIN STREET TEMECULA, CALIFORNIA OCTOBER 24, 2023 CALL TO ORDER at 7:30 PM: President James Stewart ROLL CALL: Alexander, Brown, Kalfus, Schwank, Stewart CSD PUBLIC COMMENTS -None CSD CONSENT CALENDAR Unless otherwise indicated below, the following pertains to all items on the Consent Calendar. Approved the Staff Recommendation (5-0): Motion by Schwank, Second by Brown. The vote reflected unanimous approval. 13. Approve Action Minutes of October 10, 2023 Recommendation: That the Board of Directors approve the action minutes of October 10, 2023. 14. Approve Revised Community Services Department Policies Recommendation: That the Board of Directors approve the revised Community Services Department policies. CSD DIRECTOR OF COMMUNITY SERVICES REPORT CSD GENERAL MANAGER REPORT CSD BOARD OF DIRECTORS REPORTS CSD ADJOURNMENT At 7:32 PM, the Community Services District meeting was formally adjourned to Tuesday, November 14, 2023 at 4:30 PM for a Closed Session, with a regular session commencing at 6:00 PM, City Council Chambers, 41000 Main Street, Temecula, California. James Stewart, President ATTEST: Randi Johl, Secretary [SEAL] Item No. 16 CITY OF TEMECULA AGENDA REPORT TO: City Manager/City Council FROM: Luke Watson, Deputy City Manager DATE: November 14, 2023 SUBJECT: Introduce Ordinances Amending Title 17 of the Temecula Municipal Code to Implement the Programs in the City's Housing Element and Amending Accessory Dwelling Unit Regulations PREPARED BY: Mark Collins, Assistant Planner RECOMMENDATION: That the City Council introduce the following ordinances entitled: ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING TITLE 17 OF THE TEMECULA MUNICIPAL CODE TO IMPLEMENT THE PROGRAMS IN THE CITY' S HOUSING ELEMENT BY (1) ADDING DEFINITIONS FOR AGRICULTURAL EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY DAY CARE HOME, LARGE FAMILY DAY CARE HOME, LOW BARRIER NAVIGATION CENTER AND SMALL FAMILY DAY CARE HOME, (2) PROVIDING THAT EMPLOYEE HOUSING AND AGRICULTURAL EMPLOYEE HOUSING ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3) PROVIDING THAT RESIDENTIAL CARE FACILITIES FOR THE ELDERLY (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, AND HR-SM ZONES, (4) PROVIDING THAT RESIDENTIAL CARE FACILITIES (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND HR-SM ZONES, (5) PROVIDING THAT COMMUNITY CARE FACILITIES ARE PERMITTED IN ALL RESIDENTIAL ZONES, (6) ADDING SUPPORTIVE HOUSING STANDARDS, (7) PROVIDING THAT SUPPORTIVE HOUSING, TRANSITIONAL HOUSING AND LOW BARRIER NAVIGATION CENTERS ARE PERMITTED USES IN THE NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO-5, PDO-6, PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING THAT TRANSITIONAL HOUSING AND SUPPORTIVE HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO-12 AND PDO-15 ZONES, (9) UPDATING EMERGENCY SHELTER PARKING STANDARDS, (10) REVISING REASONABLE ACCOMMODATION REGULATIONS, (11) REVISING PARKING STANDARDS FOR MULTI -FAMILY RESIDENTIAL USES WITH 12 UNITS OR LESS, (12) MAKING OTHER REVISIONS TO CONFORM WITH CHANGES IN STATE LAW, AND (13) MAKING A FINDING THAT NO FURTHER ENVIRONMENTAL REVIEW IS REQUIRED UNDER CALIFORNIA ENVIRONMENTAL QUALITY ACT GUIDELINES SECTION 15162 ORDINANCE NO. AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING CHAPTER 17.23 OF TITLE 17 OF THE TEMECULA MUNICIPAL CODE PERTAINING TO ACCESSORY DWELLING UNIT (ADU) REGULATIONS AND PROVIDING THAT ADUS ARE PERMITTED IN THE PDO-5, PDO-7, PDO-9, PDO-10, PDO-11, PDO-12, AND PDO-15 ZONES, AND REVISING ADU REGULATIONS, AND MAKING A FINDING THAT THE ORDINANCE IS EXEMPT FROM ENVIRONMENTAL REVIEW PURSUANT TO PUBLIC RESOURCES CODE SECTION 21080.17 SUMMARY OF ORDINANCES: Staff has prepared two separate ordinances implementing the Housing Element programs. The Housing Element Implementation Ordinance amends Title 17 of the Temecula Municipal Code to implement the Housing Element programs pertaining to agricultural employee housing, employee housing, family day care homes, low barrier navigation centers, residential care facilities (seven or more), community care facilities, transitional housing, emergency shelters, reasonable accommodation, and multi -family residential parking standards. The Accessory Dwelling Unit (ADU) Update Ordinance amends the City's accessory dwelling unit ordinance in compliance with State law as committed to in the Housing Element. The ordinances were considered as one ordinance by the Planning Commission, but have been bifurcated for consideration by the City Council. They are being presented as two separate Ordinances as the City is required by Government Code §65852.2(h) to provide a copy of its ADU Ordinance to the California Department of Housing and Community Development (HCD) within 60 days of adoption. Listed below is a summary of the proposed changes to the Municipal Code: Changes to Title 17 Housing Element Implementation Ordinance Section 17.34.010 (Definitions and illustrations of terms "A" Definitions — Add definitions for "Agricultural employee housing" and "Agricultural use" 2. "E" Definitions — Add definition for "Employee housing" 3. "F" Definitions — Amend the definitions of "Family day care home" 4. "L" Definitions — Add definitions for "Large family day care home" and "Low barrier navigation center" "S" Definitions — Add definition for "Small family day care home" Section 17.03.040 (Public Hearing and notification 6. Add subsection "G" entitled "Public Hearings for Housing Development Projects" Table 17.06.030 (Residential Districts 7. Add "Employee housing" and "Agricultural employee housing" as a permitted use in all residential zoning districts except Hillside Residential — Santa Margarita (HR-SM) and adds Footnote 14 and 15. Add "Community Care Facility" as a permitted use in all residential zoning districts. Amend Table 17.06.030 to provide that "Residential Care Facilities (Seven or More)" are permitted uses in the HR, RR, VL, L-1, L-2, LM, M and HR-SM zones and that "Residential Care Facilities for the Elderly (Seven or More)" are permitted uses in the HR, RR, VL, L-1, L-2, LM, and HR-SM zones Table 17.06.040 (Development Standards — Residential Districts 8. Add Footnote 6 to "Maximum percent of lot coverage" cell within the table Section 17.06.080 (Hillside development standards 9. Amend paragraph 15 to include reference to the State Board of Forestry and Fire Protection adopted General Guidelines Section 17.06.090 (Objective design standards — Multifamily and mixed -use development) 10. Add language requiring projects submitted under state mandated streamlined review comply with the adopted Objective Design Standards Chapter 17.06 (Residential Districts) 11. Add section 17.06.100 (Streamlined review) 12. Add Section 17.06.110 (Supportive housing) Table 17.08.030 (Schedule of Permitted Uses Commercial/Office/Industrial Districts) 13. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as permitted uses in the NC, CC, HT, SC and PO zones and add Footnotes 13, 14, and 15 Section 17.10.020 (Supplemental development standards) 14. Amend Subsection R(7) to include language that prohibits parking requirements for emergency shelters greater than what is required of a residential or commercial use in the same zone Table 17.12.030 (Schedule of Permitted Uses — Public/Institutional Districts) 15. Amend the table to add "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as permitted uses and add Footnotes 5, 6, and 7 Table 17.22.116 (Schedule of Permitted Uses Margarita Road Planned Development Overlay District — 2) 16. Amend the table to add "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as permitted uses and add Footnotes 5, 6, and 7 Table 17.22.136B (Schedule of Permitted Uses Temecula Creek Village Planned Development Overlay District - 4) 17. Amend the table to add "Low Barrier Navigation Center" and "Supportive housing" as permitted uses and "Transitional Housing" as a conditionally permitted use and add Footnotes 9, 10, and 11 Section 17.22.146 (Use regulations Rendezvous Planned Development Overlay District — 5) 18. Amend the section to include language permitted "Low barrier navigation centers," "Supportive housing," and "Transitional housing" Section 17.22.164 (Planning areas) of Article VII (Rancho Pueblo Planned Development Overlay District (PDO-6)) 19. Amend the section to include language permitting "Low barrier navigation centers," "Supportive housing," and "Transitional housing" Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District — 7 Description of Use Area) 20. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 3, 4, and 5 Table 17.22.196 (Schedule of Permitted Uses De Portola Road Planned Development Overlay District — 8) 21. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 7, 8, and 9 Table 17.22.216B (Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District — 10) 22. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 6, 7, and 8 Section 17.22.226 ( Use Regulations Mira Loma Planned Development Overlay District — 11) 23. Amend the section to include language permitted "Supportive Housing" and "Transitional Housing" Section 17.22.246 (Use Regulations Walcott Estates Planned Development Overlay District — 12) 24. Amend the section to include language permitted "Supportive Housing" and "Transitional Housing" Table 1 Schedule of Permitted Uses of Section 17.22.276 (Use Regulations) of Article XV (Gateway Planned Development Overlay District — 14) 25. Amend the table to include "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 3, 4, and 5 Section 17.22.294 (Use Regulations Cypress Ridge Planned Development Overlay District — 15) 26. Amend the section to include language permitted "Supportive Housing" and "Transitional Housing" Section 17.03.065 (Reasonable Accommodations) 27. Amend Section 17.03.065 to address commitments made by the City in its Housing Element to ensure that the reasonable accommodation ordinance is not a constraint on housing choice for persons with disabilities. Section 17.03.090(B) (Appeals) The proposed ordinance would amend the appeals section to include language that would allow the Director of Community Development to refer an application for reasonable accommodation directly to the Planning Commission. Table 17.24.040 of Section 17.24.040 (Parking requirements) 28. Amend the table to reduce parking requirements for multi -family residential developments with less than 12 units by 1/2 space per unit Accessory Dwelling Unit Update Ordinance Section 17.22.146 (Use Regulations) of Article VI (Rendezvous Planned Development Overlay District (PDO-5)) Amend the section to include language permitting Accessory Dwelling Units (ADU's), "Low barrier navigation centers," "Supportive housing," and "Transitional housing" Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Overlay District — 7 Description of Use Area) 2. Amend the table to include "Accessory Dwelling Units" as a permitted use in all planning areas, "Low Barrier Navigation Center" and "Supportive housing" as a permitted use in Planning Area 2, and "Transitional Housing" as a conditionally permitted use in all planning areas and add Footnotes 2, 3, 4, and 5 Table 17.22.216(B) Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District — 10 3. Amend the table to include "Accessory Dwelling Units," "Low Barrier Navigation Center," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 5, 6, 7, and 8 Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District — 11) 4. Amend the section to include "Accessory Dwelling Units," "Supportive housing," and "Transitional Housing" as a permitted use Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District — 12) 5. Amend the table to include "Accessory dwelling units," "Supportive housing," and "Transitional Housing" as a permitted use and add Footnotes 3, 4, and 5 Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District — 15) 6. Amend the section to include "Accessory Dwelling Units," "Supportive housing," and "Transitional Housing" as a permitted use Chapter 17.23 (Accessory Dwelling) 7. Section 17.23.020 (Definitions.) Amend the definitions of Attached ADU and Detached ADU to specify that they can be connected to an existing structure (garage) as well as the residence itself. 8. Section 17.23.050 (ADU standards.) Amend the height restrictions for ADU's, specify ADU's cannot be sold, transferred or assigned separately than the primary dwelling unit unless developed by a qualified nonprofit corporation and limit the enforcement of front yard setbacks that would preclude the construction of an eight hundred square foot ADU. BACKGROUND: The City of Temecula City Council adopted the Municipal Code in January 1990. Since its adoption, the City Council has periodically made amendments to various sections of the Code to improve its clarity, make corrections and implement state law. The proposed amendments to the Temecula Municipal Code include amendments to Title 17 (Zoning). City staff met with the Planning Commission General Plan Update Ad Hoc Subcommittee on September 20, 2023 (Chairperson Turley-Trejo and Ruiz). City staff met with the City Council General Plan Update Ad Hoc Subcommittee on October 24, 2023 (Mayor Pro Tern Stewart and Councilmember Alexander). Pursuant to Government Code Section 65800, the Planning Commission is required to review and make recommendations to the City Council regarding zoning regulations and amendments to Title 17 Zoning (Development Code) of the Temecula Municipal Code. Both ordinances were presented as a single ordinance at a public hearing to the Planning Commission on October 18, 2023, and Resolution No. 2023-18 was adopted recommending the City Council adopt the proposed ordinance. The entirety of that proposed Ordinance has been separated into two Ordinances, a Housing Element Implementation Ordinance and an ADU update Ordinance. The purpose of the separation is the requirement of Government Code, § 65852.2(h) which requires municipalities submit all ADU ordinances to HCD for review within sixty (60) days of adoption. FISCAL IMPACT: There will be no direct fiscal impact due to the adoption of this ordinance, however the increase of residences permitted under this ordinance will increase demand for City services and in turn increase cost to the City but are unknown at this time. ATTACHMENTS: 1. Ordinance - Housing Element Implementation 2. Ordinance - Accessory Dwelling Unit Update 3. Planning Commission Resolution No. 2023-18 4. Notice of Exemption 5. Notice of Public Hearing ORDINANCE NO.2023- AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING TITLE 17 OF THE TEMECULA MUNICIPAL CODE TO IMPLEMENT THE PROGRAMS IN THE CITY'S HOUSING ELEMENT BY (1) ADDING DEFINITIONS FOR AGRICULTURAL EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY DAY CARE HOME, LARGE FAMILY DAY CARE HOME, LOW BARRIER NAVIGATION CENTER AND SMALL FAMILY DAY CARE HOME, (2) PROVIDING THAT EMPLOYEE HOUSING AND AGRICULTURAL EMPLOYEE HOUSING ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3) PROVIDING THAT RESIDENTIAL CARE FACILITIES FOR THE ELDERLY (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, AND HR-SM ZONES, (4) PROVIDING THAT RESIDENTIAL CARE FACILITIES (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND HR-SM ZONES, (5) PROVIDING THAT COMMUNITY CARE FACILITIES ARE PERMITTED IN ALL RESIDENTIAL ZONES, (6) ADDING SUPPORTIVE HOUSING STANDARDS, (7) PROVIDING THAT SUPPORTIVE HOUSING, TRANSITIONAL HOUSING AND LOW BARRIER NAVIGATION CENTERS ARE PERMITTED USES IN THE NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO- 5, PDO-6, PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING THAT TRANSITIONAL HOUSING AND SUPPORTIVE HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO-12 AND PDO-15 ZONES, (9) UPDATING EMERGENCY SHELTER PARKING STANDARDS, (10) REVISING REASONABLE ACCOMMODATION REGULATIONS, (11) REVISING PARKING STANDARDS FOR MULTI -FAMILY RESIDENTIAL USES WITH 12 UNITS OR LESS, (12) MAKING OTHER REVISIONS TO CONFORM WITH CHANGES IN STATE LAW, AND (13) MAKING A FINDING THAT NO FURTHER ENVIRONMENTAL REVIEW IS REQUIRED UNDER CALIFORNIA ENVIRONMENTAL QUALITY ACT GUIDELINES SECTION 15162 THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS: Section 1. Findings. The City Council of the City of Temecula does hereby find, determine and declare that: A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code. B. The code amendments are being made to ensure the Temecula Municipal Code is amended in conformity with the housing programs that the City committed to when it adopted the 2021-2029 Housing Element and amendments needed to conform to changes in State law. Section 2. Procedural Findings. The City Council of the City of Temecula does hereby find, determine, and declare that: A. On October 18, 2023, the Temecula Planning Commission considered this Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter. B. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission adopted Resolution No. 2023-18 recommending approval of the Ordinance by the City Council. C. On November 14, 2023, the City Council, at a regular meeting, considered the Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter. D. Following the public hearing, the City Council considered the entire record of information received at the public hearings before the Planning Commission and City Council. Section 3. Further Findings. The City Council of the City of Temecula in approving the proposed Municipal Code amendments hereby makes the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code: A. The use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the General Plan; The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. Inclusion of Agricultural Employee and Employee housing furthers Policy 1.2 of the Housing Element which is to, "Encourage residential development that provides a range of housing types in terms of cost, density, unit size, configuration, and type, and presents the opportunity for local residents to live and work in the same community by balancing jobs and housing types." Inclusion of Residential Care Facilities, Residential Care Facilities for the Elderly, Community Care Facilities implements Goal 2 of the Housing Element which is to, "Provide housing for people of different economic segments and with special needs." Addition of Supportive Housing, Transitional Housing, and Low Barrier Navigation Centers furthers Goal 5 of the Housing Element which is to, "Affirmatively further fair housing, providing equal housing opportunity for all residents in Temecula." Implementation of revised reasonable accommodations, revised parking standards, and implementing a streamlined review process all further Goal 3 of the Housing Element, which is to, "Reduce and/or remove governmental and nongovernmental constraints in the maintenance, improvement, and development of housing, where appropriate and legally possible." The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing. B. The proposed use is in conformance with the goals, policies, programs and guidelines of elements of the General Plan; The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing. C. The proposed use is to be established and maintained in a manner which is consistent with the General Plan and all applicable provisions contained therein; The Ordinance has been designed to be consistent with State Housing Law, the federal Fair Housing Act, the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and all applicable provisions contained therein. Section 4. Subsection A ("A" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add new definitions to read as follows, with all other provisions of Section 17.03.010 remaining unchanged: "Agricultural employee housing" means housing for agricultural workers that may include, but is not limited to, conventionally constructed units and manufactured housing consisting of no more than 36 beds in group quarters (or 12 units or less) designed for use by a single family or household. "Agricultural use" means land with a minimum lot size of five (5) acres that is used for the purpose of producing an agricultural commodity for commercial purposes. Agricultural commodity means any and all plant and animal products produced in this state for commercial purposes. An agricultural use can occur wholly, or in part, in a greenhouse. Section 5. Subsection E ("B" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add a new definition to read as follows: "Employee housing" has the same meaning as set forth in Health and Safety Code section 17008. Section 6. Subsection F ("F" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to amend the definition of "Family day care home" as follows: "Family day care home" means a home (a detached single-family dwelling, a townhouse, a dwelling unit within a dwelling, or a dwelling unit within a multifamily dwelling in which the underlying zoning allows residential uses) which that regularly provides care, protection, and supervision of fourteen or fewer children, in the provider's own home, whether the home is rented, leased or owned, for periods of less than twenty-four hours per day, while the parents or guardians are away. This includes large family day care homes and small family day care homes." Section 7. Subsection L ("L" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add new definitions as follows: "Large family day care home" means a facility that provides care, protection, and supervision for 7 to 14 children, inclusive, including children under 10 years of age who reside at the home, as set forth in Health and Safety Code Section 1597.465. "Low barrier navigation center" means a Housing First, low -barrier, service -enriched shelter focused on moving people into permanent housing that provides temporary living facilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing. "Low Barrier" means best practices to reduce barriers to entry, and may include, but is not limited to, the following: 1) the presence of partners if it is not a population - specific site, such as for survivors of domestic violence or sexual violence, women, or youth; 2) pets; 3) the storage of possessions; 4) privacy, such as partitions around beds in a dormitory setting or in larger rooms containing more than two beds, or private rooms." Section 8. Subsection S ("S" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add a new definition as follows: "Small family daycare home" means a facility that provides care, protection, and supervision for eight or fewer children, including children under 10 years of age who reside at the home, as set forth in Health and Safety Code Section 1597.44." Section 9. A new paragraph "G" entitled "Public Hearings for Housing Development Projects" is hereby added to Section 17.03.040 (Public hearing and notification) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows, with all other provisions of Section 17.03.040 remaining unchanged: "G. Public Hearings for Housing Development Projects. In accordance with California Government Code Section 65905.5 the City may not conduct more than five (5) public hearings on a housing development project if the project complies with the objective general plan and zoning standards in effect at the time an application is deemed complete. For purposes of this paragraph G, a "public hearing" shall have the same meaning as set forth in Government Code Section 65905.5(b)(2); and a "housing development project" shall have the same meaning as set forth in Government Code Section 65905.5(b)(3). This paragraph (G) shall remain in effect only until January 1, 2034, and as of that date is repealed." 4 Section 10. Table 17.06.030 "Residential Districts" of Section 17.06.030 (Use regulations) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a line under "Residential" to read as follows (with additions shown in underlined text and deletions shown in underlined text), with all other provisions of Table 17.06.030 remaining unchanged: Description of Use HR RR VL L-1 L-2 LM M H HR- SM9 Residential Employee housing14 P_ P_ P_ P_ P P_ P_ P - Agricultural employee P P P P P P P P = housing 15 Community care facility P P P_ P P P P PP Residential care facilities (seven or more) EP EP EP C-P C-P C-P EP P C-P Residential care facilities for the elderly (seven or more GP EP EP EP C-P EP P P EP Footnote 14: Employee housing providing accommodations for six or fewer employees shall be deemed a single-family structure with a residential land use designation. Employee housing providing accommodations for seven or more employees shall be considered a multifamily use and shall only be permitted in the medium density and high density residential zones. Footnote 15. Agricultural employee housing is a residential land use for land designated for agricultural use. An agricultural use is defined in Section 17.34.010. Section 11. A new Footnote 6 is added to Table 17.06.040 "Development Standards - Residential Districts" of Section 17.06.040 (Development Standards) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows (with additions shown in underlined text), with all other provisions of Table 17.06.040 remaining unchanged: HR RR VL L-1 L-2 LM M 5 W HR-SM Other requirements Maximum percent of 10% 15% 20% 25% 25% 35% 35% 30% Subject lot coverage to Section 17.06.080 Footnote 6: The lot coverage requirement may be reduced to the extent it would physically preclude a housing development project as defined in Government Code Section 65589.5(h)(2) 5 consisting of three to 10 units from achieving the floor area ratios allowed pursuant to Government Code Section 65913.11. Section 12. Paragraph (F)(15) of Section 17.06.080 (Hillside development standards) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.06.080 remaining unchanged: "15. A fuel modification plan consistent with the General Guidelines for Creating Defensible Space adopted by the State Board of Forestry and Fire Protection, February 8, 2006 "General Guidelines"), or the most current edition of the General Guidelines." Section 13. Section 17.06.090 (Objective design standards -Multifamily and mixed -use development.) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "Any housing development project that, pursuant to state law; requires ministerial approval or streamlined review, or where the housing development project is subject to discretionary review, but a specific plan or a planned development overlay zoning district (PDO) does not otherwise set forth objective design standards applicable to the project shall comply with the Temecula Objective Design Standards for Multifamily and Mixed -Use Developments." Section 14. A new Section 17.06.100 (Streamlined review) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows: "17.06.100 Streamlined review The City shall conduct a streamlined review of projects that are eligible under Government Code section 65913.41 and 65912.100 et seq., or any other State mandated streamlined review." Section 15. A new Section 17.06.110 (Supportive housing) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows: "Section 17.06.110 Supportive housing A. Purpose. The purpose of this section is to allow supportive housing, as defined in Government Code Section 65582, consistent with State law to ensure equality of treatment for all residential uses regardless of the occupant. Supportive housing is generally described as permanent housing linked to a range of support services designed to enable residents to maintain stable housing. B. Applicability and Standards. (1) Supportive housing shall be permitted by right in any zone where multifamily and mixed uses are permitted if the proposed housing development satisfies all requirements of Government Code Section 65651(a). (2) If the supportive housing development is located within one-half mile of a public transit stop, no parking spaces are required for the units occupied by supportive housing residents per Government Code Section 65654. (3) Supportive housing shall comply with objective development standards and policies that apply to other multifamily development within the same zone. In the event of a conflict between the standards of this section and the standards of the underlying zone, the standards in this section shall apply. C. Processing of Application. (1) The following time frames apply to the processing of a supportive housing application, unless different time frames are set forth in Government Code section 65653. The City shall notify the applicant whether the application is complete within 30 days of receipt of an application to develop supportive housing. The City shall complete its review of the application within 60 days after the application is complete for a project with 50 or fewer units, or within 120 days after the application is complete for a project with more than 50 units. If any of these timeframes are modified by State law, then State law shall govern." Section 16. Table 17.08.030 (Schedule of Permitted Uses Commercial/Office/Industrial Districts) of Section 17.08.030 (Use Regulations) of Chapter 17.08 (Commercial/Office/Industrial Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text and deletion shown in strikethrough text) with all other provisions of Table 17.08.030 remaining unchanged: Description of Use NC CC HT SC PO BP LI L Low Barrier Navigation Center13 P P P P P - - Supportive housin 14 - P C-P -P -P C-P - - Transitional housin 15 -P C-P -P -P C-P - - Footnote 13. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662. Footnote 14. Supportive housing shall comply with Section 17.06.110. Footnote 15. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. To determine whether the type of transitional housing proposed is a permitted or conditionally permitted use, see the different residential types in the chart above." Section 17. Subsection R(7) of Section 17.10.020 (Supplemental development standards) of Chapter 17.10 (Supplemental development standards) of Title 17 (Zoning) is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.10.020 remaining unchanged: "7. A minimum of one parking space for every ten beds, plus one-half parking space for each bedroom designated for families with children, plus one parking space for each employee/volunteer on duty, shall be maintained. The number of parking spaces may be reduced by twenty-five percent if the shelter is located within one thousand feet of a public transit stop. Bicycle rack parking shall also be provided at the facility. Notwithstanding the foregoing, these standards shall not apply if they require more parking for emergency shelters than other residential or commercial uses in the same zone." Section 18. Table 17.12.030 (Schedule of Permitted Uses — Public/Institutional Districts) of Section 17.12.030 (Use regulations) of Chapter 17.12 (Public/Institutional Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.12.030 remaining unchanged: Description of Use Public/Institutional District PI L Low Barrier Navigation Centers P S Supportive housing P T Transitional housing? P Footnote 5. A low barrier navigation center shall be permitted by right in the PI zone only if the nroiect meets the criteria set forth in Government Code section 65662. Footnote 6. Supportive housing shall comply with Section 17.06.110. Footnote 7. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. Section 19. Table 17.22.116 (Schedule of Permitted Uses Margarita Road Planned Development Overlay District - 2) of Article III (Margarita Road Planned Development Overlay District — 2) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add new rows under "Residential" to read as follows, with all other provisions of Table 17.22.116 remaining unchanged: Description of Use PDO-2 Residential Low Barrier Navigation Center PS Supportive housing P6 Transitional housing P7 Footnote 5. A low barrier navigation center is permitted by if the project meets the criteria set forth in Government Code section 65662. Footnote 6. Supportive housing shall comply with Section 17.06.110. Supportive housing in single-family detached and duplex (two-family dwellings) are permitted only with the approval of the planning commission to ensure compliance with objective design standards. Footnote 7. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. Section 20. Table 17.22.136B (Schedule of Permitted Uses Temecula Creek Village Planned Development Overlay District — 4) of Section 17.22.136 (Use Regulations) of Article V (Temecula Creek Village Planned Development Overlay District — 4) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.22.136 remaining unchanged: Description of Use PD04R PD04V L Low barrier navigation center9 P - S Supportive Housinglo P - T Transitional housings s C - Footnote 9. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662. Footnote 10. Supportive housing shall comply with Section 17.06.110. Footnote 11. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. Section 21. Section 17.22.146 (Use Regulations) of Article VI (Rendezvous Planned Development Overlay District (PDO-5)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "A. Only multifamily residential land uses shall be allowed in the PDO. B. Low barrier navigation centers shall be permitted by right if the project meets the criteria set forth in Government Code section 65662. C. Supportive housing shall comply with Section 17.06.110 and shall be permitted by right in a multifamily residential use. D. Transitional housing shall be permitted by right in a multifamily residential use." Section 22. Planning Area B - Rancho Pueblo Professional Center of Section 17.22.164 (Planning areas) of Article VII (Rancho Pueblo Planned Development Overlay District (PDO-6)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.22.164 remaining unchanged: "PLANNING AREA B - RANCHO PUEBLO PROFESSIONAL CENTER The site may contain a well -coordinated mix of professional office and other use types, including: Medical and professional office; 2. Self -storage facilities; 3. Assisted living facilities; 4. Senior living facilities. 5. Supportive housing shall comply with Section 17.06.110 and shall be permitted by in a multifamily residential use. 6. Transitional housing shall be permitted by right in a multifamily residential use. 7. Low barrier navigation centers shall be permitted by right in a multifamily residential use. The site is organized around the central main street, Rancho Pueblo Road, which traverses the middle of the site, from its western terminus at Highway 79, shared with the Rancho Community Church and Schools site to the west, to its interim eastern terminus at the PDO eastern boundary; secondary access is also provided via the right -in right -out road connecting to Highway 79 at the eastern boundary of the site. - In addition, a connection for Rancho Pueblo Road to the east is provided in planning area B. Development parcels are located along and accessed from Rancho Pueblo Road, which bisects the site in an east -west direction. Some access may also be provided, at a suitable distance from Highway 79, from the right -in, right -out access road connecting to Highway 79, at the eastern end of the site. Parcels along Highway 79 have their front yards, with appropriate setbacks, designated along Highway 79, while the parcels to the rear of the site front onto Rancho Pueblo Road. Main entries of buildings, especially those along the Highway 79 frontage, will be oriented towards the interior of the site to keep the amount of parking on the exterior boundaries of the site to a minimum. Buildings fronting onto Highway 79 will be variably setback and spaced along the right- of-way line to provide a combination of visually interesting relationships with respect to access and movement of vehicles and pedestrians within the site. Whenever possible, cluster groups or pairs of buildings around shared, central courtyards to promote a more village -like atmosphere. Figure 5A illustrates a representative development pattern, while Figure II (see Section 17.22.172(A)(3)), illustrates how the shared landscaped areas can as pedestrian gathering places, serving adjacent buildings. 10 L __j t I .......... •iFnw� FF +14'• �I r Fig. 5A Planned Development Overlay PA01-0522 Conceptual Illustrative Land Use Plan —Rancho Pueblo Professional Center" Section 23. Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District - 7 Description of Use Area) of Section 17.22.186 (Use Regulations) of Article VIII (Linfield Christian School Planned Development Overlay District -7) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows, with all other provisions of Table 17.22.18613 remaining unchanged: Description of Use Area 1A, 1B, 1C & 1D (EI) Area 2 (ER) Area 3A & 3B (PI) L Low Barrier Navigation Center P S SjipportiyLhousin&4 - P - T Transitional housings C C C Footnote 3. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65562. Footnote 4. Supportive housing shall comply with Section 17.06.110. Footnote 5. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. To determine whether the type of transitional housing 191 proposed is a prohibited, permitted or conditionally permitted use, see the different residential types in the chart above." Section 24. Table 17.22.196 (Schedule of Permitted Uses De Portola Road Planned Development Overlay District - 8) of Section 17.22.196 (Use Regulations) of Article IX (De Portola Road Planned Development Overlay District -8) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with the remainder of Table 17.22.196 remaining unchanged: Description of Use PDO-8 L Low Barrier Navigation Center P S Supportive housinga P T Transitional housing9 P Footnote 7. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65562. Footnote 8. Supportive housing shall comply with Section 17.06.110. Footnote 9. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. Section 25. Table 17.22.216(B) Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District-10 of Section 17.22.216 (Use Regulations) of Article XI (Temecula Education Center Planned Development Overlay District - 10) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.22.216(B) remaining unchanged: Description of Use PDO-10 L Low Barrier Navigation Center P S Supportive housing? P T Transitional housing $ P Footnote 6. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662. Footnote 7. Supportive housing shall comply with Section 17.06.110. 12 Footnote 8. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. Section 26. Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District -11) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "The Mira Loma planned development overlay district (PDO-11), located along Mira Loma Drive and Rancho Vista Road, is intended to provide for the development of sixty-two single-family detached homes on condominium lots on 7.4 acres with a proposed density of 8.4 du/ac and a maximum permitted density of 10.0 du/ac. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adoption of supplemental performance standards that have been provided to ensure compatibility with the adjacent neighborhoods. Supportive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be permitted by right in single family homes." Section 27. Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District -12) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "The Walcott Estates planned development overlay district (PDO-12), located between Walcott Lane and Butterfield Stage Road, is intended to provide for the development of forty-five single- family detached homes on fee owned lots, on 25.13 gross acres, with a proposed density of 1.8 dwelling units per gross acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Supportive housing that complies with Section 17.06.110 shall be aapermitted use. Transitional housing shall be permitted by right in single family homes." Section 28. Table 1 Schedule of Permitted Uses of Section 17.22.276 (Use Regulations) of Article XV (Gateway Planned Development Overlay District -14) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Section 17.22.276 remaining unchanged: Description of Use PA1 and PA2 L Low barrier navigation center P 13 S Supportive housin 4 P T Transitional housings P Footnote 3. Permitted by right if the project meets the criteria set forth in Government Code section 65662. Footnote 4. Supportive housing shall comply with Section 17.06.110. Footnote 5. Multi -family transitional housing is permitted b. right. Section 29. Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District -15) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "The Cypress Ridge planned development overlay district (PDO-15), located within Pechanga Parkway, Loma Linda Avenue and Temecula Lane, is intended to provide for the development of two hundred forty-five single-family detached and attached homes within fee simple condominium unit boundaries, on 22.7 gross acres/20.18 net acres, with a proposed average density of 12.14 dwelling units per net acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Supportive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be permitted by in single family homes." Section 30. Section 17.03.065 (Reasonable Accommodations) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in underlined text): "17.03.065 Reasonable accommodations. A. Purpose and Intent. It is the purpose and intent of this section to provide flexibility in the gpplication of the City of Temecula Municipal Code for individuals with a disability, when flexibility is necessary to eliminate barriers to housing opportunities. This section will facilitate compliance with federal and state housing laws through procedures for considering requests for reasonable accommodations in the application of the city's zoning and land use regulations, policies, and practices pursuant to the federal Fair Housing Act (codified in Section 3604(1)(3) of Title 42 of the United States Code), and the California Fair Employment and Housing Act codified in Section 12955 et seq. of the California Government Code), which prohibit local ,governments from refusing to make accommodations in policies and practices=when needed to provide an individual with a disability an equal opportunity to use and enjoy a dwelling in the city. 14 B. Applicability. A request for reasonable accommodation may include a modification or exception to the rules, standards, and practices for the siting, development and use of housing or housing -related facilities that would eliminate regulatory barriers and provide an individual with a disability equal opportunity for housing of their choice. B C. Definitions. The following terms as used in this section shall, unless the context clearly indicates otherwise, have the following meanings: "Applicant" means a persan individual, business, or organization making a written request to the city for reasonable accommodation in the strict application of the city's zoning and land use laws, rules, policies, practices and/or procedures. "Development code" means the city of Temecula development code as set forth in this title. "Director" or "planning director" means the director of planning. " " pefsea-�Person with a disability" means an individual who has a physical or mental impairment that limits one or more of that person's major life activities; anyone who is regarded as having such impairment; or anyone who has a record of having such an impairment. Such an impairment shall not include an individual's current, illegal use of a controlled substance unless that individual has a separate disability. "Fair Housing Laws" means the "Federal Fair Housing Act" (42 U.S.C. Section 3601, et seq.), the Americans with Disabilities Act (ADA), and the "California Fair Employment and Housing Act" (California Government Code Section 12900, et seq.), as these statutes now exist or may be amended from time to time, and each Act's implementing regulations. "Fundamental alteration" in the land use and zoning context has the same meaning as defined in the Fair Housing Laws and interpretive case law. "Reasonable accommodation" in the land use and zoning context means any deviation, waiver or other modification requested and/or granted from the strict application of the city's zoning and land use ordinances, laws, rules, regulations, policies, practices and/or procedures for the siting, development and/or use of housing or housing related facilities, when the deviation, waiver or other modification is necessary to eliminate barriers to housing opportunities for the use and eniovment of an individual resident's housing of their choice. "Undue financial or administrative burden" in the land use and zoning context has the same meaning as defined in the Fair Housing Laws and interpretive case law. GD. Authority of the Planning Director. The planning director is hereby designated to approve, nditio„ally evegpprove with modifications, or deny, without public hearing, all applications for a reasonable accommodation with respect to land use and zoning ordinances, laws, rules, regulations, policies, practices and/or procedures. DE. Notice to the Public of Availability of Accommodation Process. Notice of the availability of reasonable accommodations shall be prominently displayedpublic information counters in the planning zoning and building departments, and City Clerk's office, and on the city's website, 15 advising the public of the availability of the procedure for eligible individuals. Forms for requesting reasonable accommodation shall be available to the public in those departments, from the city's ADA coordinator, and on the city's website. F. Procedure for Application Review. 1. Applicant. A request for a reasonable accommodation may be made by any person with a disability, his or her representative, or a developer or provider of housing for individuals with a disability. 2. Application. An application for a reasonable accommodation shall be made on a form provided by the planning department. The application form shall include a checklist of materials, reports, developments, plans, and written information to be provided by the applicant. No fee shall be required for a request for reasonable accommodation, but if the project requires another discretionary permit, then the prescribed fee shall be paid for all other discretionary permits. If an individual needs assistance in making the request for reasonable accommodation, the city will provide assistance to ensure that the process is accessible. 3. Other Discretionary Permits. If the project for which the request for reasonable accommodation is made requires another discretionary permit or approval (including but not limited to, design review, conditional use permit, variance or subdivision), the applicant may file the request for reasonable accommodation together with the application for the other discretionary permit or approval. The processing procedures of the discretionary permit shall govern the joint processing of both the reasonable accommodation and the discretionary permit. 4. Required Submittals. An application for a reasonable accommodation shall include the following: a. Documentation that the applicant is: (i) a person with a disability, (ii) applying on behalf of one or more persons with a disability, or (iii) a developer or provider of housing for one or more persons with a disability; b. The name and address of the individual(s) requesting the reasonable accommodation; C. The name and address of the property owner(s); d. If the applicant is someone different than the property owner, a letter of aeencv or authorization signed by the owner consentiniz to the application being made: e. The address and current use of the property for which accommodation is requested; e f. A description of the reasonable accommodation requested by the applicant, and the ordinance, law, regulation, policy, practice or procedure for which accommodation is sought; 1ri f.g. An explanation of how and why the specific reasonable accommodation requested by the applicant is necessary to provide the individual(s) with a disability an equal opportunity to use and enjoy the residence; gh. Where applicable, documentation that the requested accommodation is designed and constructed pursuant to Title 24 of the California Code of Regulations to allow access, circulation and full use of the building and facilities by persons with disabilities. 5. The planning director may request additional information from the applicant consistent with the Fair HousingLif the applieatien does not p ide sufficient inf ,.,Y,atio., for- the eity to iak necessary for the city to make a determination on the request for reasonable accommodation in accordance with the findings required in subsection EG. The planning director shall specify in detail the additional information that is required. In the event that a request for additional information is made, the thirty (30) day period to issue a decision as provided in Subsection (H)(2) is staved until the applicant responds to the reauest. 6. Except as otherwise required by law, any information identified by an qpplicant as confidential shall be retained in a manner so as to respect the privacy rights of the applicant and shall not be made available for Dublic inspection. 7. A request for reasonable accommodation may be filed at any time that the accommodation may be necessary to ensure equal access to housing. A reasonable accommodation does not affect an individual's obligations to comply with other applicable regulations not at issue in the requested accommodation. E-.G. Basis for Decision on Request for Reasonable Accommodations Findings. 1. General. The written decision to approve, approve with modifications, or deny a request for reasonable accommodation shall be consistent with Fair Housing Laws and this �uhgection. 2. Findings. The written decision shall be based on the following findings, all of which are required for approval or approval with modifications: a. The requested accommodation is requested by or on behalf of one or more persons with a disability protected under the Fair Housing Laws; b. The requested accommodation is necessary to provide one or more indivi"als persons with a disability an equal opportunity to use and enjoy a dwelling, and the housing which is the subject of the request for accommodation will be used b. s�person(s) with disabilities protected by the Fair Housing Laws; C. The requested accommodation will would not impose an undue financial or administrative burden on the city; d. The requested accommodation will would not result in a fundamental alteration in the nature of the city's land use and zoning program; 17 e. The requested accommodation wi44 would not, under the specific facts of the case, result in a direct threat to the health or safety of other individuals or substantial physical damage to the property of others. 23. Conditions of approval. In rig a request for reasonable accommodation, the planning director may impose any conditions of approval deemed reasonable and necessary to ensure that the reasonable accommodation will comply with the findings required by this section. Conditions may also be imposed to ensure that any removable structures or physical design features that are constructed or installed in association with the reasonable accommodation be removed once those structures or physical design features are unnecessary to afford the individual with a disability for whom the reasonable accommodation was granted the use and enjoyment of the dwelling. -34. None of the findings of this section are intended to supersede any other findings which might also be required for a discretionary permit that is reviewed concurrently with the request for accommodation. 2L.5. In determining whether the requested reasonable accommodation is necessary to provide one or more disable persons with disabilities an equal opportunity to use and enjoy a dwelling, pursuant to subsection (€)"(1 Kb)(G)(21(b), the city may consider, but is not limited to, the following factors: a. Whether the requested accommodation will affirmatively enhance the quality of life of one or more ifi&vi"als persons with a disability; b. Whether the ;,,,a;.,;,a, a or indi ,:a,,a person(s) with a disability will be denied an equal opportunity to enjoy the housing type of their choice absent the accommodation; �6. In determining whether the requested reasonable accommodation would require a fundamental alteration in the nature of the city's land use and zoning program, pursuant to subsection (€)(,�(G)(?)(d), the city may consider, but is not limited to, the following factors: a. Whether the requested accommodation would fundamentally alter the character of the neighborhood or the community in which the requested accommodation would be located; b. Whether the accommodation would result in a substantial increase in traffic or insufficient parking when compared to the projected traffic or parking of other uses allowed by right or conditionally allowed in the subject zone district; C. Whether granting the requested accommodation would substantially undermine any express purpose of either the city's general plan or an applicable specific plan or zoning districts; 47. Rules While Decision is Pending. While a request for reasonable accommodation is pending, all laws and regulations otherwise applicable to the property that is the subject of the request shall remain in full force and effect. 18 lH. Review Authority; Notice of Decision. 1. Authority. The planning director shall have the authority to consider and act on for reasonable accommodation and shall make reasonable accommodations in rules. policies, practices, procedures or services when those accommodations may be necessary to afford one or more persons with disabilities equal opportunities to use and enjoy their dwelling consistent with the Fair HousingLaws. aws. 2. Decision. a. For requests for reasonable accommodation, the T4+e planning director shall issue a written determination to approve, conditionally approve, or deny a request for a reasonable accommodation within a timely manner but no later than thirty (30) days of the date of receipt of a complete application, and may (i) approve the accommodation request, GO approve the accommodation request subject to nondiscriminatory conditions of approval or other modifications, or (iii) deny the request. The planning director may, in his or her discretion, elect to refer applications that may have a material effect on surrounding properties including but not limited to, a use not allowed under the subject zoning district or en�plan, location of improvements in the front yard or setback, location of accommodation in close proximity to a use that restricts residential occupancy, accommodation that would violate a specific condition of approval, improvements are permanent, directly to the planning commission for a decision. A complete application shall consist of the application form with all applicable information and documentation included in or attached to the form. The city. applicant mqy mutually agree to extend the time for the planning director's decision on the application. The decision on the application shall be sent to the applicant by first class mail to the applicant, and the applicant may also request notification by an accessible format b. For requests for reasonable accommodations involving any applications for discretionM gpproval, the application for reasonable accommodation shall be processed and considered separately from any discretionary elements of the same proposal. The planning director shall act on the request for reasonable accommodation within a timely manner but no later than thirty (30) dqys of the date of a complete application form; however, if the request for a reasonable accommodation cannot be effectuated until a final decision is rendered on the related discretionary aqpprovals, a "provisional approval" can be granted within the 30-day time frame allowing the reasonable accommodation request to be implemented, or modified as needed to obtain the same goal, at the time of the final discretionary approval, and shall become final at the same time. The applications for discretionary approval shall be separately considered and shall be subject to the procedures for consideration specified in the applicable development code section or chapter, depending on the type of application. The appropriate decision -making body shall act on all discretionary_ permits, but not the reasonable accommodation request. -23. Appeals of the director's action shall be made in accordance with Section 17.03.090, as supplemented by the following_ a. The decision by planning director on a request for reasonable accommodation not involving one or more applications for a discretionary_ permit shall become final fifteen (15) IM calendar days after the date of the planning director's decision, unless a timely appeal is filed in accordance with Section 17.03.090(E). b. The planning commission or the city council, as applicable, shall hear the matter and render a determination on the appeal as soon as reasonably practicable, but in no event later than either (i) ninety (90) calendar days after an appeal has been filed or (ii) fifteen (15) calendar days after the close of the appeal hearing, whichever occurs first. The city and applicant may also mutually agree to extend the time for the planning commission's or city council's decision on the appeal to a later date. All decisions on an appeal shall address and be based upon the same findings required to be made in the original decision from which the appeal is taken. C. An appeal from the planning director's decision on a request for reasonable accommodation shall be made on a form provided by the planning department. The appeal form shall include a checklist of materials, reports, developments, plans, and written information to be provided by the appellant. No fee shall be required from an applicant for the appeal of a request for reasonable accommodation, but if the appeal is for any other discretionary permit(s), then the prescribed fee shall be paid by the appellant for such other discretionarypermit(s). If an individual needs assistance in the appeal of a decision on the request for reasonable accommodation, the city will provide assistance to ensure that the process is accessible. d. The decision on the appeal shall be sent by first class mail to the applicant and gppellant (if different), and the applicant may also request notification an accessible format. The city council's action on any appeal shall be final. e. Nothing in this procedure shall preclude an aggrieved individual from seekingother ther state or federal remedy available. CAI. Expiration, Time Extension, Violation, Discontinuance, and Revocation. 1. Expiration. Any reasonable accommodation approved in accordance with the terms of this Section shall expire within twenty-four months from the effective date of the approval, or at an alternative time specified as a condition of the approval, unless: a. A building permit has been issued and construction has commenced; b. A certificate of occupancy has been issued; C. The use is established; or d. A time extension has been granted. 2. Time Extension. a. The planning director may, upon an application being filed prior to expiration and for good cause, grant a time extension of up to three one-year extensions of time. Each extension of time shall be granted in one-year increments only. Upon granting of an extension, the planning director shall ensure that conditions of the administrative approval comply with all current development code provisions. 20 b. Notice. Notice of the planning director's decision on a time extension shall be provided in writing. All written decisions shall give notice of the right to appeal and to request reasonable accommodation in the appeals process. C. Appeal of Determination. A time extension for a reasonable accommodation shall be final unless appealed to the city council within fourteen calendar days of the date of mailing of the determination. An appeal shall be made in writing and shall be noticed and heard pursuant to the procedures established in Section 17.03.090 of this code. 3. Discontinuance. If the disabled per -sons person with a disability for whom the reasonable accommodation was originally granted vacates the residence to which the reasonable accommodation applies, the reasonable accommodation shall remain in effect only if the planning director determines that: (a) the modification is physically integrated into the residential structure and cannot easily be removed or altered to comply with the Municipal Code; or (b) the accommodation is necessary to give another person with a disability an equal opportunity to enjoy the dwelling. The planning director may request that the applicant, or his or her successor -in -interest, provide documentation that subsequent occupants are persons with disabilities. Failure to provide such documentation within thirty days of the date of a request by the city shall constitute grounds for discontinuance by the city of a previously approved reasonable accommodation. 4. Revocation. Procedures for revocation shall be as prescribed by Section 17.03.080. Any reasonable accommodation approved in accordance with the terms of this code may be revoked if any of the conditions or terms of such reasonable accommodation are violated, or if any law or ordinance is violated in connection therewith. ICJ. Amendments. A request for changes in conditions of approval of a reasonable accommodation, or a change to plans that would affect a condition of approval shall be treated as a new application. The planning director may waive the requirement for a new application if the changes are minor, do not involve substantial alterations or addition to the plan or the conditions of approval, and are consistent with the intent of the original approval." Section 31. Section 17.03.090(B) (Appeals) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "B. Decisions Which May Be Appealed to Planning Commission. The following actions may be appealed to the planning commission: 1. Actions by the director of planning on approval of development permits, conditional use permits and extensions of time; 2. Actions by the director of planning on the approval of sign permits; 3. Except as otherwise provided in section 17.03.065(H)(2), any Afroother action by the director of planning for which an appeal is authorized by the Code." 21 Section 32. "Residential Uses" of Table 17.24.040 of Section 17.24.040 (Parking requirements) of Chapter 17.24 (Off-street parking and loading) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a new row to read as follows (with additions shown in underlined text and deletions shown in strikethrough text), with all other provisions of Table 17.24.040 remaining unchanged: Table 17.24.040 Parking Spa es Require. Description of Use Required Number of Spaces Residential Uses Single-family residence 2 enclosed spaces Duplex, triplexes 2 covered spaces/unit, plus 1 guest space/4 units Multiple -family residential - 3 or fewer 2-5 units; 2- 1 %2 covered spaces/unit, plus 2 bedrooms (12 or less units) guest spaces 6-12 units; 2- 1 %2 covered spaces/unit, plus 3 guest spaces Multiple -family residential - 13 or more units 1 covered parking space plus 1.5 uncovered parking space for 1 bedroom units. In addition, 1 guest space for every 6 units. 1 covered parking space plus 1 uncovered parking space for 2 bedroom units. In addition, 1 guest space for every 6 units. 2 covered parking space 0.5 uncovered parking space for three bedroom (or more) units. In addition, 1 guest space for every 6 units. A minimum of 4 guest spaces is required for all multifamily residential with 13 or more units. Accessory dwelling unit 1 parking space per newly constructed detached ADU except as otherwise provided in Chapter 17.23. The parking space may be provided as tandem parking on the driveway. Mobilehome park 1 covered space/trailer site, plus 1 guest space/2 trailer sites Senior citizens housing complex 0.5 covered space/unit plus 1 uncovered space per 5 units for guest parking Congregate care housing 0.5 uncovered space/unit plus 1 uncovered space per 5 units for guest parking 22 Section 33. Environmental Findings. The City Council hereby makes the following environmental findings and determinations in connection with the approval of the Project: A. Pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR") for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element on February 8, 2022. This Ordinance implements the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required. B. To the extent that any further environmental review is required, the City Council finds that none of the conditions in CEQA Guidelines Section 15162 are present to require the preparation of a subsequent EIR or an additional Addendum, and no additional environmental review is required. The adoption of this Ordinance does not result in any new or greater environmental impacts than were previously analyzed, disclosed, and mitigated since the adoption of this Ordinance was contemplated in the programs of the Housing Element. In addition, no new information of substantial importance has surfaced since the certification of the General Plan EIR or the adoption of Addendum 2021-01. Section 34. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation. Section 35. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same or a summary thereof to be published and posted in the manner required by law. after passage. Section 36. Effective Date. This Ordinance shall take effect thirty (30) days 23 PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this day of , ATTEST: Randi Johl, City Clerk [SEAL] Zak Schwank, Mayor 24 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 2023- was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 141h day of November, 2023, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the day of , , by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk 25 ORDINANCE NO. 2023- AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING CHAPTER 17.23 OF TITLE 17 OF THE TEMECULA MUNICIPAL CODE PERTAINING TO ACCESSORY DWELLING UNIT (ADU) REGULATIONS AND PROVIDING THAT ADU'S ARE PERMITTED IN THE PDO-5, PDO-7, PDO-9, PDO-10, PDO-11, PDO-12, AND PDO- 15 ZONES, AND REVISING ADU REGULATIONS, AND MAKING A FINDING THAT THE ORDINANCE IS EXEMPT FROM ENVIRONMENTAL REVIEW PURSUANT TO PUBLIC RESOURCES CODE SECTION 21080.17 THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS: Section 1. Findings. The City Council of the City of Temecula does hereby find, determine and declare that: A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code. B. The code amendments are being made to ensure the Temecula Municipal Code is amended in conformity with the housing programs that the City committed to when it adopted the 2021-2029 Housing Element and amendments needed to conform to changes in State law. Section 2. Procedural Findings. The City Council of the City of Temecula does hereby find, determine, and declare that: A. On October 18, 2023, the Temecula Planning Commission considered this Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter. B. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission adopted Resolution No. 2023-18 recommending approval of the Ordinance by the City Council. C. On November 14, 2023, the City Council, at a regular meeting, considered the Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter. D. Following the public hearing, the City Council considered the entire record of information received at the public hearings before the Planning Commission and City Council. Section 3. Further Findings. The City Council of the City of Temecula in approving the proposed Municipal Code amendments hereby makes the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code: A. The use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the General Plan; The proposed amendments do not propose any land use that is inconsistent with the General Plan. The proposed amendments implement changes to the City's ADU policies to comply with changes to state law. The proposed amendments include changes to height limits, amended definitions of attached and detached ADU's, limits the sale or transfer of an ADU in accordance with Government Code Section 65852.26(a), and prohibit front yard setbacks that would preclude the construction of an eight hundred (800) square foot ADU. B. The proposed use is in conformance with the goals, policies, programs and guidelines of elements of the General Plan; The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing. C. The proposed use is to be established and maintained in a manner which is consistent with the General Plan and all applicable provisions contained therein; The proposed changes to Title 17 conform with the goals, policies, programs and guidelines of the elements of the General Plan. The proposed changes allow for the limited sale or transfer of an ADU, amend the definition of detached and attached ADU's, include ADU's as a permitted use in Planned Development Overlay (PDO) Zone No.'s 5, 7, 9, 10, 11 and 12 and revise ADU regulations is consistent with Goal 2 of the Growth Management/Public Facilities Element of the Temecula General Plan, which is to ensure "Orderly, and efficient patterns of growth that enhance quality of life for Temecula residents." As a relatively new home product type, ADU's further Policy 2.5 of the Growth Management/Public Facilities element of the General Plan that states, "Encourage new development that helps create and maintain a balance between jobs and housing opportunities." Section 4. Section 17.22.146 (Use Regulations) of Article VI (Rendezvous Planned Development Overlay District (PDO-5)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "E. Accessory dwelling units shall be permitted and shall meet the requirements set forth in Chapter 17.23." Section 5. Table 17.22.186B (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District - 7 Description of Use Area) of Section 17.22.186 (Use Regulations) of Article VIII (Linfield Christian School Planned Development Overlay District -7) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows, with all other provisions of Table 17.22.186B remaining unchanged: Description of Use Area 1A, 1B= 1C & 1D (EI) Area 2 (ER) Area 3A & 3B (PI) A Accessory dwelling unite P P P Footnote 2. Accessory dwelling units shall be permitted and shall meet the requirements set forth in Chapter 17.23. Section 6. Table 17.22.216(B) Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District-10 of Section 17.22.216 (Use Regulations) of Article XI (Temecula Education Center Planned Development Overlay District - 10) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following row to read as follows, with all other provisions of Table 17.22.216(B) remaining unchanged: Description of Use PDO-10 A Accessory dwelling units P Footnote 5. Accessory dwelling units shall comply with the requirements set forth in Chapter 17.23. Section 7. Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District -11) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "The Mira Loma planned development overlay district (PDO-11), located along Mira Loma Drive and Rancho Vista Road, is intended to provide for the development of sixty-two single-family detached homes on condominium lots on 7.4 acres with a proposed density of 8.4 du/ac and a maximum permitted density of 10.0 du/ac. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adoption of supplemental performance standards that have been provided to ensure compatibility with the adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23." 3 Section 8. Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District -12) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "The Walcott Estates planned development overlay district (PDO-12), located between Walcott Lane and Butterfield Stage Road, is intended to provide for the development of forty-five single- family detached homes on fee owned lots, on 25.13 gross acres, with a proposed density of 1.8 dwelling units per gross acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23." Section 9. Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District -15) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "The Cypress Ridge planned development overlay district (PDO-15), located within Pechanga Parkway, Loma Linda Avenue and Temecula Lane, is intended to provide for the development of two hundred forty-five single-family detached and attached homes within fee simple condominium unit boundaries, on 22.7 gross acres/20.18 net acres, with a proposed average density of 12.14 dwelling units per net acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23." Section 10. Chapter 17.23 (Accessory Dwelling Units) of Title 17 (Zoning of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in strikethrough text): "17.23.010 Purpose and applicability. The purpose of this chapter is to implement the requirements of Government Code Sections 65852.2 and 65852.22 to allow accessory dwelling units and junior accessory dwelling units in a manner that encourages their development but simultaneously minimizes impacts on traffic, parking, density, and other areas where the city is still permitted to exercise local control. 17.23.020 Definitions. "Accessory dwelling unit" or "ADU" has the same meaning ascribed in Government Code Section 65852.2, as the same may be amended from time to time. An accessory dwelling unit contains a kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher. "Attached ADU" means an ADU that is constructed as a physical expansion (i.e. addition) of the primary dwelling or existing structure and shares a common wall with the primary dwelling or existing structure. "Detached ADU" means an ADU that is constructed as a separate structure from the primary dwelling or existing structure, which does not share any walls with the primary dwelling or existing structure. "Existing structure" means an existing single-family dwelling or other accessory structure that can be safely converted into habitable space under the California Building Standards Code, as amended by the city, and other applicable law. "Junior accessory dwelling unit" or "JADU" has the same meaning ascribed in Government Code Section 65852.22, as the same may be amended from time to time. A junior accessory dwelling unit contains at least an efficiency kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher. "Primary dwelling," for purposes of this chapter, means the existing or proposed single-family dwelling on the lot where an ADU would be located. "Public transit," for purposes of this chapter, has the meaning ascribed in Government Code Section 65852.20), as the same may be amended from time to time. 17.23.030 Projects exempt —Building permit approval only A. An applicant shall not be required to submit an application for an ADU or JADU permit under this chapter, and may instead seek building permit approval for an ADU or JADU that satisfies the requirements of Government Code Section 65852.2(e)(1), as the same may be amended from time to time, and the California Building Standards Code, as amended by the city. B. An ADU or JADU approved by a building permit only process shall be rented only for terms of thirty-one days or longer. C. The property owner shall record a declaration of restrictions, in a form approved by the city attorney, placing the following restrictions on the property, the property owner, and all successors in interest: (i) the ADU or JADU is to be rented only for terms of thirty-one days or longer, unless State law and the city's municipal code are both amended to allow short-term rentals; (ii) the ADU or JADU is not to be sold or conveyed separately from the primary dwelling, and (iii) if there is a JADU on the property, either the JADU or primary dwelling shall be occupied by the owner of record. Proof of recordation of the covenant shall be provided to the city before the city finals the building permit. 5 D. Pursuant to Government Code Section 65852.2(e), the city shall ministerially approve an application for a building permit within a residential or mixed -use zone to create any of the following: 1. One ADU or JADU per lot with a proposed or existing single-family dwelling if all of the following apply: a. The ADU or JADU is within the proposed space of a single-family dwelling or existing space of a single-family dwelling or accessory structure and may include an expansion of not more than one hundred fifty square feet beyond the same physical dimensions as the existing accessory structure. An expansion beyond the physical dimensions of the existing accessory structure shall be limited to accommodating ingress and egress. b. The space has exterior access from the proposed or existing single-family dwelling. c. The side and rear setbacks are sufficient for fire and safety. d. The JADU complies with the requirements of Section 65852.22 and with the requirements set forth in subsection E below. 2. One detached, new construction ADU that does not exceed four -foot side and rear yard setbacks for a lot with a proposed or existing single-family dwelling. The ADU may be combined with a JADU described in subsection (D)(1) above. The ADU shall be no more than eight hundred square feet in size, with a height limit of sixteen feet. 3. One ADU within the portions of existing multifamily dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages, if each unit complies with state building standards for dwellings. If requested, multiple ADUs shall be allowed, up to the number of ADUs that equals twenty-five percent of the existing multifamily dwelling units in the structure. 4. Not more than two detached ADUs located on a lot that has an existing multifamily dwelling, subject to a height limit of sixteen feet and four -foot rear yard and side setbacks. E. In accordance with the standards set forth in Government Code Section 65852.22, JADUs shall comply with the following requirements, unless state law is amended to set forth different standards in which case state law standards will govern: 1. A JADU shall be a minimum of two hundred twenty square feet and a maximum of five hundred square feet of gross floor area. The gross floor area of a shared sanitation facility shall not be included in the maximum gross floor area of a JADU. 2. A JADU must be contained entirely within the walls of the existing or proposed single-family dwelling. 3. A separate exterior entry from the main entrance to the single-family dwelling shall be provided to serve a JADU. 4. A JADU may include separate sanitation facilities, or may share sanitation facilities with the existing single-family dwelling. 5. A JADU shall include an efficiency kitchen which shall include all of the following: a. A cooking facility with appliances. b. A food preparation counter and storage cabinets that are of reasonable size in relation to the size of the JADU. 6. No additional parking is required for a JADU. 7. The JADU or primary residence shall be occupied by the owner of record. 8. The city shall not issue a building permit until the applicant provides a will serve letter from the local water and sewer provider. Notwithstanding the foregoing, if a private sewage disposal system is being used, the applicant must provide documentation showing approval by the local health officer in lieu of the will serve letter by the local sewer provider. 17.23.040 General requirements and application procedure. A. Before constructing an ADU or converting an existing structure to an ADU that does not fall under the "building permit approval only" requirements in Section 17.23.030, the applicant shall obtain permits in accordance with the requirements of this section. B. All ADUs shall satisfy the requirements of the California Building Standards Code, as amended by the city. C. In accordance with state law, ADUs are an accessory use or an accessory structure to the primary dwelling on the lot. ADUs shall not be considered to exceed the allowable density for the lot. D. Applications for ADUs shall be completed in accordance with Section 17.03.030 of this Development Code. The application for the ADU must be signed by the owner(s) of the parcel of land. E. The director of community development or designee shall ministerially review and approve an ADU permit application and shall not require a public hearing, provided that the submitted application is complete and demonstrates that the ADU complies with the requirements contained in this chapter and any other applicable law. F. ADU permit applications subject to ministerial approval shall be processed within the timelines established by California Government Code Section 65852.2. The city shall approve the ADU permit within sixty days of receiving the application, or as the deadline required by Government Code Section 65852.2 may be amended from time to time. G. Where an ADU permit application is submitted with an application for a primary dwelling that is subject to discretionary review under this code, the ADU permit application will be considered separately without discretionary review or a public hearing, following action on the portion of the project subject to discretionary review. H. In addition to obtaining an ADU permit, the applicant shall be required to obtain a building permit and any other applicable construction permits prior to the construction of the ADU. 17.23.050 ADU standards. Except those ADUs approved pursuant to Subsection 17.23.030, ADUs shall comply with the following standards: A. Location Restrictions. One ADU shall be allowed on a lot with a proposed or existing primary dwelling that is zoned residential. B. Development Standards. 1. Size Restrictions. If there is an existing primary dwelling, an attached ADU shall not exceed fifty percent of the gross floor area for the primary dwelling. An attached ADU that is proposed with a new primary dwelling shall not exceed one thousand two hundred square feet in floor area. A detached ADU shall not exceed one thousand two hundred square feet in floor area. In no case shall an ADU be less than an "efficiency unit" as defined in Section 17958.1 of Health and Safety Code with respect to square footage. 2. Height Restrictions. An ADU shall not eEeeedsixteen feet ;n heig t The maximum height of any new ADU shall not exceed the following_ a. Sixteen (16) feet for a detached ADU, except as provided in subparagraphs band c below- b. Eighteen (18) feet for a detached ADU on a lot that is within one-half mile walking distance of a major transit stop or a high -quality transit corridor, as those terms are defined in Public Resources Code Section 21155; or twenty (20) feet if necessary to accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary dwelling unit. c. Eighteen(18) feet for a detached ADU on a lot with an existing or proposed multistory multifamily dwelling_ d. Twenty-five25) feet or the height limit applicable to the primary dwelling, whichever is less. for an attached ADU. 3. Transfer. An ADU shall not be sold, transferred, or assigned separately from the primary dwelling unless the ADU was built by a qualified nonprofit corporation and meets the additional requirements of Government Code Section 65852.26(a). ADUs-btA may be rented but The ADU shall not be used for short-term rentals for less than thirty-one days. 4. Setbacks. No setback shall be required for an ADU that is within an existing structure or new ADU that is constructed in the same location and with the same dimensions as an existing structure. For all other ADUs, the required setback from side and rear lot lines shall be four feet. An ADU shall comply with all required front yard setbacks otherwise required by the municipal code except where the application of the front yard setback requirement would not permit construction of an eight hundred (800)square foot ADU that is sixteen (16) feet in height with four -foot side and rear yard setbacks. An ADU in the front yard setback area is only permissible if construction of the same ADU in the rear or side yard is entirely infeasible. 5. Lot Coverage. An ADU shall conform to all lot coverage requirements applicable to the zoning district in which the property is located, except where the application of the lot coverage regulations would not permit construction of an eight hundred square foot ADU that is sixteen feet in height with four -foot side and rear yard setbacks. 6. Historic Resources. An ADU that has the potential to adversely impact any historical resource listed on the California Register of Historic Resources, shall be designed and constructed in accordance with the "Secretary of the Interior's Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring, and Reconstructing Historic Buildings" found at 36 CFR 68.3, as amended from time to time. An ADU shall also comply with all local historic register requirements, as well as all objective local requirements, ordinances, or specific plans that pertain to historic resources. C. Design and Features. 1. Design. The ADU shall have the same design, architecture, colors and materials of the primary dwelling, and shall comply with any objective design standards adopted by the city that are applicable to the zoning district or specific plan area where the ADU is located. 2. Fire Sprinklers. ADUs are required to provide fire sprinklers if they are required for the primary dwelling. 3. An ADU shall have a separate exterior access. D. Covenant Required. The property owner shall record a declaration of restrictions, in a form approved by the city attorney, placing the following restrictions on the property, the property owner, and all successors in interest: (1) the ADU is to be rented only for terms of thirty days or longer; and (2) the ADU is not to be sold or conveyed separately from the primary dwelling except as described above in Section 17.23.050(B)(3). Proof of recordation of the covenant shall be provided to the city before the city finals the building permit. E. Parking Requirements. 1. In addition to the off-street parking space(s) required for the primary dwelling, one off-street parking space shall be provided for each ADU, except when: a. The ADU is located within one-half mile walking distance of public transit; b. The ADU is located within an architecturally and historically significant historic district; G1 c. The ADU is part of a proposed or existing primary dwelling or accessory structure; d. The ADU is located in an area where on -street parking permits are required but not offered to an ADU occupant; or e. The ADU is located within one block of a city -approved and dedicated parking space for a car share vehicle. 2. When the ADU is created by converting or demolishing a garage, carport or covered parking structure, replacement of parking space(s) eliminated by the construction of the ADU shall not be required as long as the ADU remains in use as a legal ADU. 17.23.060 Fees and utility connections. A. ADUs and JADUs shall have adequate water and sewer services. These services may be provided from the water and sewer points of connection for the primary dwelling and not be a separate set of services. B. The owner of an ADU or JADU shall be subject to the payment of all sewer, water and other applicable fees, including impact fees set forth in Government Code Section 66000 et seq., except as follows: 1. ADUs that are less than seven hundred fifty square feet shall not be subject to impact fees. 2. ADUs that are seven hundred fifty square feet or more shall be charged impact fees that are proportional in relation to the square footage of the primary dwelling unit. C. Prior to receiving a building permit, the owner of an ADU or JADU must submit letters of service availability for water and sewer disposal to the building official." Section 11. Environmental Findings. The City Council hereby makes the following environmental findings and determinations in connection with the approval of the Project: A. Pursuant to Section 21080.17 of the California Public Resources Code, the adoption of the ordinance is statutorily exempt from the California Environmental Quality Act ("CEQA"). Under Public Resources Code Section 21080.17, CEQA does not apply to the adoption of an ordinance by a city or county to implement the provisions of Section 65852.2 of the Government Code (the State ADU law). B. In addition, pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR") for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element 10 on February 8, 2022. This Ordinance implements one of the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required. B. To the extent that any further environmental review is required, the City Council finds that none of the conditions in CEQA Guidelines Section 15162 are present to require the preparation of a subsequent EIR or an additional Addendum, and no additional environmental review is required. The adoption of this Ordinance does not result in any new or greater environmental impacts than were previously analyzed, disclosed, and mitigated since the adoption of this Ordinance was contemplated in the programs of the Housing Element. In addition, no new information of substantial importance has surfaced since the certification of the General Plan EIR or the adoption of Addendum 2021-01. Section 12. HCD Review. In compliance with Government Code section 65852.2(h), the City Clerk is hereby directed to submit a copy of the adopted ordinance to HCD within 60 days after adoption. Section 13. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation. Section 14. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same or a summary thereof to be published and posted in the manner required by law. after passage. Section 15. Effective Date. This Ordinance shall take effect thirty (30) days 191 PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this day of , ATTEST: Randi Johl, City Clerk [SEAL] Zak Schwank, Mayor 12 STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 2023- was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 141h day of November, 2023, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the day of , , by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk 13 PC RESOLUTION NO.2023-18 A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF TEMECULA RECOMMENDING THAT THE CITY COUNCIL ADOPT AN ORDINANCE ENTITLED, "AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING TITLE 17 OF THE TEMECULA MUNICIPAL CODE TO IMPLEMENT THE PROGRAMS IN THE CITY'S HOUSING ELEMENT BY (1) ADDING DEFINITIONS FOR AGRICULTURAL EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY DAY CARE HOME, LARGE FAMILY DAY CARE HOME, LOW BARRIER NAVIGATION CENTER AND SMALL FAMILY DAY CARE HOME, (2) PROVIDING THAT EMPLOYEE HOUSING AND AGRICULTURAL EMPLOYEE HOUSING ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3) PROVIDING THAT RESIDENTIAL CARE FACILITIES FOR THE ELDERLY (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, HR- SM ZONES, (4) PROVIDING THAT RESIDENTIAL CARE FACILITIES (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND HR-SM ZONES, (5) PROVIDING THAT COMMUNITY CARE FACILITIES ARE PERMITTED IN ALL RESIDENTIAL ZONES, (6) ADDING SUPPORTIVE HOUSING STANDARDS, (7) PROVIDING THAT SUPPORTIVE HOUSING, TRANSITIONAL HOUSING AND LOW BARRIER NAVIGATION CENTERS ARE PERMITTED USES IN THE NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO-5, PDO-6, PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING THAT TRANSITIONAL HOUSING AND SUPPORTIVE HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO- 12 AND PDO-15 ZONES, (9) UPDATING EMERGENCY SHELTER PARKING STANDARDS, (10) PROVIDING THAT ACCESSORY DWELLING UNITS (ADDS) ARE PERMITTED IN THE PDO-5, PDO-7, PDO-9, PDO-10, PDO- 11, PDO-12, AND PDO-15 ZONES, (11) REVISING ADU REGULATIONS, (12) REVISING REASONABLE ACCOMMODATION REGULATIONS, (13) REVISING PARKING STANDARDS FOR MULTI -FAMILY RESIDENTIAL USES WITH 12 UNITS OR LESS, (14) MAKING OTHER REVISIONS TO CONFORM WITH CHANGES IN STATE LAW, AND (15) MAKING A FINDING THAT NO FURTHER ENVIRONMENTAL REVIEW IS REQUIRED UNDER CEQA GUIDELINES SECTION 15162" Section 1. Procedural Findings. The Planning Commission of the City of Temecula does hereby find, determine and declare that: A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code. B. The Planning Commission, at a regular meeting, considered the proposed amendments to Title 17 (Zoning) of the Temecula Municipal Code on October 18, 2023, at a duly noticed public hearing as prescribed by law, at which time the City staff and interested persons had an opportunity to, and did testify either in support or opposition to this matter. C. The proposed amendments to Title 17 are consistent with the City of Temecula General Plan, and each element thereof. D. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission recommended that the City Council adopt the Ordinance attached hereto as Exhibit "A". E. All legal preconditions to the adoption of this Resolution have occurred Section 2. Further Findings. In recommending adoption of the proposed Ordinance, the Planning Commission of the City of Temecula does hereby make the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code: 1. The proposed use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the general plan. The proposed Ordinance amends existing land use and zoning procedures consistent with the City Housing Element and State law to provide that low barrier navigation centers are a use by right in areas zoned for mixed uses and nonresidential zones permitting multifamily uses, that supportive housing is a use by right in zones where multifamily and mixed uses are permitted, including nonresidential zones permitting multifamily uses, and that transitional housing and supportive housing shall be considered a residential use of property and shall be subject only to those restrictions that apply to other residential dwellings of the same type in the same zone, and that accessory dwelling units are permitted in all residential zones. The ordinance also allows for employee housing and agricultural housing, community care facilities, and residential care facilities (seven or more) in certain residential zones. These are residential uses that are allowed in the land use designation in which the uses will be located. Other amendments to Title 17 of the Temecula Municipal Code do not concern a particular land use designation, but are designed to be consistent with State Housing Law, the Temecula Housing Element Update, the federal Fair Housing Act, and the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and the Temecula Municipal Code. 2. The proposed uses are in conformance with the goals, policies, programs and guidelines of the elements of the general plan. The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. Inclusion of Agricultural Employee and Employee housing furthers Policy 1.2 of the Housing Element which is to, "Encourage residential development that provides a range of housing types in terms of cost, density, unit size, configuration, and type, and presents the opportunity for local residents to live and work in the same community by balancing jobs and housing types." Inclusion of Residential Care Facilities, Residential Care Facilities for the Elderly, Community Care Facilities implements Goal 2 of the Housing Element which is to, "Provide housing for people of different economic segments and with special needs." Addition of Supportive Housing, Transitional Housing, and Low Barrier Navigation Centers furthers Goal 5 of the Housing Element which is to, "Affirmatively further fair housing, providing equal housing opportunity for all residents in Temecula." Implementation of revised reasonable accommodations, revised parking standards, and implementing a streamlined review process all further Goal 3 of the Housing Element, which is to, " Reduce and/or remove governmental and nongovernmental constraints in the maintenance, improvement, and development of housing, where appropriate and legally possible." The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing. 3. The proposed uses are to be established and maintained in a manner which is consistent with the general plan and all applicable provisions contained therein. The Ordinance has been designed to be consistent with State Housing Law, the federal Fair Housing Act, the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and all applicable provisions contained therein. Section 3. Environmental Compliance. Pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR") for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element on February 8, 2022. This Ordinance implements the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required. To the extent that any further environmental review is required, the City Council finds that none of the conditions in CEQA Guidelines Section 15162 are present to require the preparation of a subsequent EIR or an additional Addendum, and no additional environmental review is required. The adoption of this Ordinance does not result in any new or greater environmental impacts than were previously analyzed, disclosed, and mitigated since the adoption of this Ordinance was contemplated in the programs of the Housing Element. In addition, no new information of substantial importance has surfaced since the certification of the General Plan EIR or the adoption of Addendum 2021-01. Section 4. Recommendation. The City of Temecula Planning Commission hereby recommends the City Council approve Planning Application No. LR22-0664, a proposed Citywide Ordinance as set forth on Exhibit "A", attached hereto, and incorporated herein by this reference. PASSED, APPROVED AND ADOPTED by the City of Temecula Planning Commission this 18th day of October 2023. r To ATTEST: . P�L Lu a atson Secretary [SEAL] STATE OF CALIFORNIA COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Luke Watson, Secretary of the Temecula Planning Commission, do hereby certify that the forgoing PC Resolution No. 2023-18 was duly and regularly adopted by the Planning Commission of the City of Temecula at a regular meeting thereof held on the 18th day of October, 2023, by the following vote: AYES: 4 PLANNING COMMISSIONERS: NOES: 0 PLANNING COMMISSIONERS: ABSTAIN: 0 PLANNING COMMISSIONERS: ABSENT: 1 PLANNING COMMISSIONERS Ruiz, Solis, Turley-Trejo, Watts None None Hagel Luke Watson Secretary EXHIBIT A ORDINANCE NO.2023- AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF TEMECULA AMENDING TITLE 17 OF THE TEMECULA MUNICIPAL CODE TO IMPLEMENT THE PROGRAMS IN THE CITY'S HOUSING ELEMENT BY (1) ADDING DEFINITIONS FOR AGRICULTURAL EMPLOYEE HOUSING, EMPLOYEE HOUSING, FAMILY DAY CARE HOME, LARGE FAMILY DAY CARE HOME, LOW BARRIER NAVIGATION CENTER AND SMALL FAMILY DAY CARE HOME, (2) PROVIDING THAT EMPLOYEE HOUSING AND AGRICULTURAL EMPLOYEE HOUSING ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND H ZONES, (3) PROVIDING THAT RESIDENTIAL CARE FACILITIES FOR THE ELDERLY (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, HR- SM ZONES, (4) PROVIDING THAT RESIDENTIAL CARE FACILITIES (SEVEN OR MORE) ARE PERMITTED USES IN THE HR, RR, VL, L-1, L-2, LM, M, AND HR-SM ZONES, (5) PROVIDING THAT COMMUNITY CARE FACILITIES ARE PERMITTED IN ALL RESIDENTIAL ZONES, (6) ADDING SUPPORTIVE HOUSING STANDARDS, (7) PROVIDING THAT SUPPORTIVE HOUSING, TRANSITIONAL HOUSING AND LOW BARRIER NAVIGATION CENTERS ARE PERMITTED USES IN THE NC, CC, HT, SC, PO, PI, PDO-2, PDO-4R, PDO-5, PDO-6, PDO-7, PDO-10, AND PDO-14 ZONES, (8) PROVIDING THAT TRANSITIONAL HOUSING AND SUPPORTIVE HOUSING ARE A PERMITTED USE IN THE PDO-11, PDO- 12 AND PDO-15 ZONES, (9) UPDATING EMERGENCY SHELTER PARKING STANDARDS, (10) PROVIDING THAT ACCESSORY DWELLING UNITS (ADUS) ARE PERMITTED IN THE PDO-5, PDO-7, PDO-9, PDO-10, PDO- 11, PDO-12, AND PDO-15 ZONES, (11) REVISING ADU REGULATIONS, (12) REVISING REASONABLE ACCOMMODATION REGULATIONS, (13) REVISING PARKING STANDARDS FOR MULTI -FAMILY RESIDENTIAL USES WITH 12 UNITS OR LESS, (14) MAKING OTHER REVISIONS TO CONFORM WITH CHANGES IN STATE LAW, AND (15) MAKING A FINDING THAT NO FURTHER ENVIRONMENTAL REVIEW IS REQUIRED UNDER CEQA GUIDELINES SECTION 15162 THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY ORDAIN AS FOLLOWS: -I- Section 1. Findings. The City Council of the City of Temecula does hereby find, determine and declare that: A. City staff identified the need to make revisions and clarifications to portions of Title 17 (Zoning) of the Temecula Municipal Code. B. The code amendments are being made to ensure the Temecula Municipal Code is amended in conformity with the housing programs that the City committed to when it adopted the 2021-2028 Housing Element and amendments needed to conform to changes in State law. Section 2. Procedural Findings. The City Council of the City of Temecula does hereby find, determine, and declare that: A. On November 6, 2023, the Temecula Planning Commission considered this Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter. B. At the conclusion of the Planning Commission hearing and after due consideration of the testimony, the Planning Commission adopted Resolution No. 2023-XX recommending approval of the Ordinance by the City Council. C. On November 14, 2023, the City Council, at a regular meeting, considered the Ordinance at a duly noticed public hearing, as prescribed by law, at which time the City Staff and interested persons had an opportunity to and did testify either in support or opposition to this matter. D. Following the public hearing, the City Council considered the entire record of information received at the public hearings before the Planning Commission and City Council. Section 3. Further Findings. The City Council of the City of Temecula in approving the proposed Municipal Code amendments hereby makes the following additional findings as required by Section 17.01.040 ("Relationship to General Plan") of the Temecula Municipal Code: A. The use is allowed in the land use designation in which the use is located, as shown on the land use map, or is described in the text of the General Plan;l[MEM11 The proposed Ordinance amends existing land use and zoning procedures consistent with the City Housing Element and State law to provide that employee housing and agricultural housing are permitted in all residential zones except HR-SM, that low barrier navigation centers are a use by right in areas zoned for mixed uses and nonresidential zones permitting multifamily uses, that supportive housing is a use by right in zones where multifamily and mixed uses are permitted, including nonresidential zones permitting multifamily uses, and that transitional housing and supportive housing shall be considered a residential use of property and shall be subject only to those restrictions that apply to other residential dwellings of the same type in the same zone, that residential care facilities serving seven or more will be a permitted use in all residential zones, and that accessory dwelling units -2- are permitted in all residential zones. Other amendments to Title 17 of the Temecula Municipal Code do not concern a particular land use designation, but are designed to be consistent with State Housing Law, the Temecula Housing Element Update, the federal Fair Housing Act, and the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and the Temecula Municipal Code. B. The proposed use is in conformance with the goals, policies, programs and guidelines of elements of the General Plan; The Ordinance implements the goals and policies contained in the City's 2021-2029 Housing Element. The Ordinance amends the Municipal Code to implement the programs of the Housing Element to remove constraints on the development of housing. C. The proposed use is to be established and maintained in a manner which is consistent with the General Plan and all applicable provisions contained therein; The Ordinance has been designed to be consistent with State Housing Law, the federal Fair Housing Act, the California Fair Employment and Housing Act, and to be internally consistent with the other elements of the Temecula General Plan and all applicable provisions contained therein. Section 4. Subsection A ("A" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add new definitions to read as follows, with all other provisions of Section 17.03.010 remaining unchanged: "Agricultural employee housing" means housing for agricultural workers that may include, but is not limited to, conventionally constructed units and manufactured housing consisting of no more than 36 beds in group quarters (or 12 units or less) designed for use by a single family or household. "Agricultural use" means land with a minimum lot size of five (5) acres that is used for the purpose of producing an agricultural commodity for commercial purposes. Agricultural commodity means any and all plant and animal products produced in this state for commercial purposes. An agricultural use can occur wholly, or in part, in a greenhouse. Section 5. Subsection E ("E" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add a new definition to read as follows: "Employee housing" has the same meaning as set forth in Health and Safety Code section 17008. Section 6. Subsection F ("F" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to amend the definition of "Family day care home" as follows: -3 - "Family day care home" means a home (a detached single-family dwelling, a townhouse, a dwelling unit within a dwelling, or a dwelling unit within a multifamily dwelling in which the underlying zoning allows residential uses) which that regularly provides care, protection, and supervision of fourteen or fewer children, in the provider's own home, whether the home is rented, Ieased or owned, for periods of less than twenty-four hours per day, while the parents or guardians are away. This includes large family day care homes and small family day care homes." Section 7. Subsection L ("L" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add new definitions as follows: "Large family day care home" means a facility that provides care, protection, and supervision for 7 to 14 children, inclusive, including children under 10 years of age who reside at the home, as set forth in Health and Safety Code Section 1597.465. "Low barrier navigation center" means a Housing First, low -barrier, service -enriched shelter focused on moving people into permanent housing that provides temporary living facilities while case managers connect individuals experiencing homelessness to income, public benefits, health services, shelter, and housing. "Low Barrier" means best practices to reduce barriers to entry, and may include, but is not limited to, the following: 1) the presence of partners if it is not a population - specific site, such as for survivors of domestic violence or sexual violence, women, or youth; 2) pets; 3) the storage of possessions; 4) privacy, such as partitions around beds in a dormitory setting or in larger rooms containing more than two beds, or private rooms." Section 8. Subsection S ("S" Definitions and Illustrations) of Section 17.34.010 (Definitions and illustrations of terms) of Chapter 17.34 (Definitions of Terms) of Title 17 of the Temecula Municipal Code is hereby amended to add a new definition as follows: "Small family daycare home" means a facility that provides care, protection, and supervision for eight or fewer children, including children under 10 years of age who reside at the home, as set forth in Health and Safety Code Section 1597.44." Section 9. A new paragraph "G" entitled "Public Hearings for Housing Development Projects" is hereby added to Section 17.03.040 (Public hearing and notification) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows, with all other provisions of Section 17.03.040 remaining unchanged: "G. Public Hearings for Housing Development Projects. In accordance with California Government Code Section 65905.5 the City may not conduct more than five (5) public hearings on a housing development project if the project complies with the objective general plan and zoning standards in effect at the time an application is deemed complete. For purposes of this paragraph G, a "public hearing" shall have the same meaning as set forth in Government Code Section 65905.5(b)(2); and a "housing development project" shall have the same meaning as set forth in Government Code Section 65905.5(b)(3). This paragraph (G) shall remain in effect only until January 1, 2034, and as of that date is repealed." 4- Section 10. Table 17.06.030 "Residential Districts" of Section 17.06.030 (Use regulations) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a line under "Residential" to read as follows (with additions shown in underlined text and deletions shown in underlined text), with all other provisions of Table 17.06.030 remaining unchanged: Description of Use HR RR VL L-1 L-2 LM M H HR- SM9 Residential Em to ee housin is P P P P P P P P Agricultural em to ee P P P P P P P - P _ Community care facility P P P P P P P P P Residential care facilities seven or more C-P C-P GP C-P C-P C-P C-P P GP Residential care facilities for the elderly (seven or more GP C-P C-P C-P C-P C-P P P GP Footnote 14: Em to ee housing providing accommodations for six or fewer employees shall be deemed a single-family structure with a residential land use designation. Employee housing providing accommodations for seven or more em to ees shall be considered a multifamily use and shall only be 12ermitted in the medium density and high density zones. Footnote 15. Agricultural employee housing is a residential land use for land designated for agricultural use. Anagricultural use is defined in Section 17.34.010. Section 11. A new Footnote 6 is added to Table 17.06.040 "Development Standards - Residential Districts" of Section 17.06.040 (Development Standards) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows (with additions shown in underlined text), with all other provisions of Table 17.06.040 remaining unchanged: HR RR VL L-1 L-2 LM M 5 W HR-SM Other requirements Maximum percent of 10% 15% 20% 25% 25% 35% 35% 30% Subject lot coverage6 to Section 17.06.080 Footnote 6: The lot coverage r uirement mqy be reduced to the extent it would physigg,11Y preclude a housing development groject as defined in Government Code Section 65589.5(h)(2)) -5- consisting of three to 10 units from achieving the floor area ratios allowed pursuant to Govemment Code Section 65913.11. Section 12. Paragraph (F)(15) of Section 17.06.080 (Hillside development standards) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.06.080 remaining unchanged: "15. A fuel modification plan consistent with the General Guidelines for Creating Defensible Space adopted by the State Board of Forestry and Fire Protection, February 8, 2006 "General Guidelines" or the most current edition of the General Guidelines." Section 13. Section 17.06.090 (Objective design standards -Multifamily and mixed -use development.) of Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "Any housing development project that, pursuant to state law; requires ministerial approval or streamlined review, or where the housing development project is subject to discretionary review, but a specific plan or a planned development overlay zoning district (PDO) does not otherwise set forth objective design standards applicable to the project shall comply with the Temecula Objective Design Standards for Multifamily and Mixed -Use Developments." Section 14. A new Section 17.06.100 (Streamlined review) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows: "17.06.100 Streamlined review The City shall conduct a streamlined review of projects that are eligible under Government Code section 65913.41 and 65912.100 et seq., or any other State mandated streamlined review." Section 15. A new Section 17.06.110 (Supportive housing) is hereby added to Chapter 17.06 (Residential Districts) of Title 17 (Zoning) of the Temecula Municipal Code to read as follows: "Section 17.06.110 Supportive housing A. Purpose. The purpose of this section is to allow supportive housing, as defined in Government Code Section 65582, consistent with State law to ensure equality of treatment for all residential uses regardless of the occupant. Supportive housing is generally described as permanent housing linked to a range of support services designed to enable residents to maintain stable housing. B. Applicability and Standards. W (1) Supportive housing shall be permitted by right in any zone where multifamily and mixed uses are permitted if the proposed housing development satisfies all requirements of Government Code Section 65651(a). (2) If the supportive housing development is located within one-half mile of a public transit stop, no parking spaces are required for the units occupied by supportive housing residents per Government Code Section 65654. (3) Supportive housing shall comply with objective development standards and policies that apply to other multifamily development within the same zone. In the event of a conflict between the standards of this section and the standards of the underlying zone, the standards in this section shall apply. C. Processing of Application. (1) The following time frames apply to the processing of a supportive housing application, unless different time frames are set forth in Government Code section 65653. The City shall notify the applicant whether the application is complete within 30 days of receipt of an application to develop supportive housing. The City shall complete its review of the application within 60 days after the application is complete for a project with 50 or fewer units, or within 120 days after the application is complete for a project with more than 50 units. If any of these timeframes are modified by State law, then State law shallgovern." Section 16. Table 17.08.030 (Schedule of Permitted Uses Commercial/Office/Industrial Districts) of Section 17.08.030 (Use Regulations) of Chapter 17.08 (Commercial/Office/Industrial Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text and deletion shown in strikethrough text) with all other provisions of Table 17.08.030 remaining unchanged: Description of Use NC CC HT SC PO BP LI L Low Barrier Navigation Centeri3 P P P P P - - S Supportive housing 14 - P CP -P -P C-P - - T Transitional housingi ss -P CP -P -P EP - - Footnote 13. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662. Footnote 14. Su ortive housing shall cp=ly with Section 17.06.110. Footnote 15. Transitional housinp, shall be subject only to those restrictions that applygpply to other residential dwellings of the same type. To determine whether the a of transitional housing proposed is a permitted or conditionally permitted use, see the different residential types in the chart above." -7- Section 17. Subsection R(7) of Section 17.10.020 (Supplemental development standards) of Chapter 17.10 (Supplemental development standards) of Title 17 (Zoning) is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.10.020 remaining unchanged: "7. A minimum of one parking space for every ten beds, plus one-half parking space for each bedroom designated for families with children, plus one parking space for each employee/volunteer on duty, shall be maintained. The number of parking spaces may be reduced by twenty-five percent if the shelter is located within one thousand feet of a public transit stop. Bicycle rack parking shall also be provided at the facility. Notwithstanding the foregoing, these standards shall not apply if they require more parking for emergency shelters than other residential or commercial uses in the same zone." Section 18. Table 17.12.030 (Schedule of Permitted Uses — Public/Institutional Districts) of Section 17.12.030 (Use regulations) of Chapter 17.12 (Public/Institutional Districts) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.12.030 remaining unchanged: Description of Use Public/Institutional District PI L Low Barrier Navigation Center' P S Supportive housing 6 P T Transitional housin i P Footnote 5. A low barrier navigation center shall be permitted by right in the PI zone only if the project meets the criteria set forth in Government Code section 65662. Footnote 6. Supportive housing shall comply with Section 17.06.110. Footnote 7. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. Section 19. Table 17.22.116 (Schedule of Permitted Uses Margarita Road Planned Development Overlay District - 2) of Article III (Margarita Road Planned Development Overlay District — 2) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add new rows under "Residential" to read as follows, with all other provisions of Table 17.22.116 remaining unchanged: Description of Use PDO-2 Residential Low Barrier Navigation Center P' Supportive housing P6 Transitional housing P7 -8- Footnote 5. A low barrier navigation center is permitted by right if the 12roject meets the criteria set forth in Government Code section 65662. Footnote 6. Supportive housing shall comply with Section 17.06.110. SLIPportive housing in single-family detached and du lex(two-family dwellings) are permitted only with the approval of the planning commission to ensure compliance with objective design standards. Footnote 7. Transitional housing shall be subject only to those restrictions that uply to other residential dwellings of the same type. Section 20. Table 17.22.136B (Schedule of Permitted Uses Temecula Creek Village Planned Development Overlay District — 4) of Section 17.22.136 (Use Regulations) of Article V (Temecula Creek Village Planned Development Overlay District — 4) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.22.136 remaining unchanged: Description of Use PD04R PDO-4V L Low barrier navigation center9 P - S Supportive Housin io P _ T Transitional housing" C - Footnote 9. A low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65662. Footnote 10. Su ortive housing shall comply with Section 17.06.110. Footnote 1 I. Transitional housing shalI be subject only to those restrictions that apply to other residential dwellings of the same type. Section 21. Section 17.22.146 (Use Regulations) of Article VI (Rendezvous Planned Development Overlay District (PDO-5)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "A. Only multifamily residential land uses shall be allowed in the PDO. B. Accessory dwelling units shall be permitted and shalt meet the requirements set forth in Chap! 1723_ C. Low barrier navigation centers shall be permitted by right if the project meets the criteria set forth in Government Code section 65662. D. Supportive housing shall complycoMply with Section 17.06.110 and shall be permitted by right in a multifamily residential use. E. Transitional housin shall be permitted by right in a multifamily residential use." Section 22. Planning Area B - Rancho Pueblo Professional Center of Section 17.22.164 (Planning areas) of Article VII (Rancho Pueblo Planned Development Overlay District (PDO-6)) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text), with all other provisions of Section 17.22.164 remaining unchanged: "PLANNING AREA B - RANCHO PUEBLO PROFESSIONAL CENTER The site may contain a well -coordinated mix of professional office and other use types, including: 1. Medical and professional office; 2. Self -storage facilities; 3. Assisted living facilities; 4. Senior living facilities. 5. Supportive housing shall comply with Section 17.06.110 and shaII be permitted by rip,ht in a multifamily residential use. 6. Transitional housing shall be 2ermitted by right in a multifamily residential use. 7. Low barrier navigation centers shall be permitted by right in a multifamily residential use. The site is organized around the central main street, Rancho Pueblo Road, which traverses the middle of the site, from its western terminus at Highway 79, shared with the Rancho Community Church and Schools site to the west, to its interim eastern terminus at the PDO eastern boundary; secondary access is also provided via the right -in right -out road connecting to Highway 79 at the eastern boundary of the site. - In addition, a connection for Rancho Pueblo Road to the east is provided in planning area B. Development parcels are located along and accessed from Rancho Pueblo Road, which bisects the site in an east -west direction. Some access may also be provided, at a suitable distance from Highway 79, from the right -in, right -out access road connecting to Highway 79, at the eastern end of the site. Parcels along Highway 79 have their front yards, with appropriate setbacks, designated along Highway 79, while the parcels to the rear of the site front onto Rancho Pueblo Road. Main entries of buildings, especially those along the Highway 79 frontage, will be oriented towards the interior of the site to keep the amount of parking on the exterior boundaries of the site to a minimum. Buildings fronting onto Highway 79 will be variably setback and spaced along the right- of-way line to provide a combination of visually interesting relationships with respect to access -10- and movement of vehicles and pedestrians within the site. Whenever possible, cluster groups or pairs of buildings around shared, central courtyards to promote a more village -like atmosphere. Figure 5A illustrates a representative development pattern, while Figure 11 (see Section 17.22.172(A)(3)), illustrates how the shared landscaped areas can as pedestrian gathering places, serving adjacent buildings. �I L7J J worArg Fig. 5A Planned Development Overlay PA01-0522 Conceptual Illustrative Land Use Plan —Rancho Pueblo Professional Center" Section 23. Table 17.22.18613 (Schedule of Permitted Uses Linfield Christian School Planned Development Overlay District - 7 Description of Use Area) of Section 17.22.186 (Use Regulations) of Article VIII (Linfield Christian School Planned Development Overlay District -7) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows, with all other provisions of Table 17.22.18613 remaining unchanged: Description of Use lArea 1A,1B, 1C & 1D EI I[MEM2] Area 2 (ER) Area 3A & 3B (PI) A AccessoKy dwelling unite P P P L Low Barrier Navigation Center3- P S SupportiyLhousing4 - P - T ran iti � C C C -11- Footnote 2. Accesso dwelling units shall be permitted and shall meet the re uirements set forth in Chapter 17.23. Footnote 3. Low barrier navigation center is permitted by right if the project meets the criteria set forth in Government Code section 65562. Footnote 4. Supnortive housing shall comply with Section 17.06.110. Footnote 5. Transitional housing shall be subject only to those restrictions that Uply to other residential dwellings of the same lype. To determine whether the type of transitional housing proposed is a prohibited, permitted or conditionally permitted use see the different residential types in the chart above." Section 24. Table 17.22.196 (Schedule of Permitted Uses De Portola Road Planned Development Overlay District - 8) of Section 17.22.196 (Use Regulations) of Article IX (De Portola Road Planned Development Overlay District -8) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with the remainder of Table 17.22.196 remaining unchanged: Description of Use PDO-8 L Low Barrier Navigation Center? P S Supportive housing 8 P T Transitional housing 9 P Footnote 7. Low barrier navi ation center is.permitted by right if the project meets the criteria set forth in Government Code section 65562. Footnote 8. Supportive housing shall comply with Section 17.06.110. Footnote 9. Transitional housing shall be SUbj cct only to those restrictions that apply to other residential dwellings of the same type. Section 25. Table 17.22.216(B) Schedule of Permitted Uses Temecula Education Center Planned Development Overlay District-10 of Section 17.22.216 (Use Regulations) of Article XI (Temecula Education Center Planned Development Overlay District - 10) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Table 17.22.216(B) remaining unchanged: Descri tion of Use PDO-10 A -12- Accessory dwelling units P L Low Barrier Navigation Center P S Supportive housing 7 P T Transitional housing S P Footnote 5. Accessory dwelling units shall co=lly with the requirements set forth in Chapter 17.23. Footnote 6. Low barrier naviization. center is permitted by right if the project meets the criteria set forth in Government Code section 65662. Footnote 7. Supportive housing shall comply with Section 17.06.110. Footnote 8. Transitional housing shall be subject only to those restrictions that apply to other residential dwellings of the same type. Section 26. Section 17.22.226 (Use Regulations) of Article XII (Mira Loma Planned Development Overlay District -11) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows (with additions shown in underlined text): "The Mira Loma planned development overlay district (PDO-11), located along Mira Loma Drive and Rancho Vista Road, is intended to provide for the development of sixty-two single-family detached homes on condominium lots on 7.4 acres with a proposed density of 8.4 du/ac and a maximum permitted density of 10.0 du/ac. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adoption of supplemental performance standards that have been provided to ensure compatibility with the adjacent neighborhoods. Accessory dwelling units shall be permitted and shall comply with Chapter 17.23. SgplRortive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be Mnnitted by right in single family homes." Section 27. Section 17.22.246 (Use Regulations) of Article XIII (Walcott Estates Planned Development Overlay District -12) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "The Walcott Estates planned development overlay district (PDO-12), located between Walcott Lane and Butterfield Stage Road, is intended to provide for the development of forty-five single- family detached homes on fee owned lots, on 25.13 gross acres, with a proposed density of 1.8 dwelling units per gross acre. The proposed project is comprised entirely of private residential land -13- uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. AccessoKy dwelling units shall be permitted and shall comply with Cha ter 17.23. Sapprtive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be permitted by right in single family homes." Section 28. Table 1 Schedule of Permitted Uses of Section 17.22.276 (Use Regulations) of Article XV (Gateway Planned Development Overlay District -14) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add the following rows to read as follows, with all other provisions of Section 17.22.276 remaining unchanged: Description of Use PA and PA2 L Low barrier navigation center3 P S Supportive housing4 P T Transitional housin 5 P Footnote 3. Permitted by right if the proiect meets the criteria set forth in Government Code section 65662. Footnote 4. Supportive housing shall comply with Section 17.06.110. Footnote 5. Multi -family transitional housing is permitted by_rip Section 29. Section 17.22.294 (Use Regulations) of Article XVI (Cypress Ridge Planned Development Overlay District -15) of Chapter 17.22 (Planned Development Overlay Zoning District (PDO)) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "The Cypress Ridge planned development overlay district (PDO-15), located within Pechanga Parkway, Loma Linda Avenue and Temecula Lane, is intended to provide for the development of two hundred forty-five single-family detached and attached homes within fee simple condominium unit boundaries, on 22.7 gross acres/20.18 net acres, with a proposed average density of 12.14 dwelling units per net acre. The proposed project is comprised entirely of private residential land uses designed to enhance housing opportunities, consider natural features, incorporate private and common open space, private recreation, and develop a common community theme. The project will provide housing opportunities consistent with the city's general plan policies in response to local market demands and will provide for a visually pleasing environment through adaptation of supplemental performance standards that have been provided to ensure transitional compatibility with adjacent neighborhoods. AccessoEy dwelling units shall be 12ennitted and shall complyggmply with -14- Chapter 17.23. Supportive housing that complies with Section 17.06.110 shall be a permitted use. Transitional housing shall be permitted by right in single family homes." Section 30. Chapter 17.23 (Accessory Dwelling Units) of Title 17 (Zoning of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in strikethrough text): "17.23.010 Purpose and applicability. The purpose of this chapter is to implement the requirements of Government Code Sections 65852.2 and 65852.22 to allow accessory dwelling units and junior accessory dwelling units in a manner that encourages their development but simultaneously minimizes impacts on traffic, parking, density, and other areas where the city is still permitted to exercise local control. 17.23.020 Definitions. "Accessory dwelling unit" or "ADU" has the same meaning ascribed in Government Code Section 65852.2, as the same may be amended from time to time. An accessory dwelling unit contains a kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher. "Attached ADU" means an ADU that is constructed as a physical expansion (i.e. addition) of the primary dwelling or existing structure and shares a common wall with the primary dwelling or existing structure. "Detached ADU" means an ADU that is constructed as a separate structure from the primary dwelling or existing structure, which does not share any walls with the primary dwelling or existing structure. "Existing structure" means an existing single-family dwelling or other accessory structure that can be safely converted into habitable space under the California Building Standards Code, as amended by the city, and other applicable law. "Junior accessory dwelling unit" or "JADU" has the same meaning ascribed in Government Code Section 65852.22, as the same may be amended from time to time. A junior accessory dwelling unit contains at least an efficiency kitchen, which may include plumbing, electrical, mechanical, and/or physical space set aside for cooking or meal preparation facilities, which may include space for a refrigerator, sink, wet bar, and/or dishwasher. "Primary dwelling," for purposes of this chapter, means the existing or proposed single-family dwelling on the lot where an ADU would be located. "Public transit," for purposes of this chapter, has the meaning ascribed in Government Code Section 65852.20), as the same may be amended from time to time. 17.23.030 Projects exempt —Building permit approval only -15- A. An applicant shall not be required to submit an application for an ADU or JADU permit under this chapter, and may instead seek building permit approval for an ADU or JADU that satisfies the requirements of Government Code Section 65852.2(e)(1), as the same may be amended from time to time, and the California Building Standards Code, as amended by the city. B. An ADU or JADU approved by a building permit only process shall be rented only for terms of thirty-one days or longer. C. The property owner shall record a declaration of restrictions, in a form approved by the city attorney, placing the following restrictions on the property, the property owner, and all successors in interest: (i) the ADU or JADU is to be rented only for terms of thirty-one days or longer, unless State law and the city's municipal code are both amended to allow short-term rentals; (ii) the ADU or JADU is not to be sold or conveyed separately from the primary dwelling, and (iii) if there is a JADU on the property, either the JADU or primary dwelling shall be occupied by the owner of record. Proof of recordation of the covenant shall be provided to the city before the city finals the building permit. D. Pursuant to Government Code Section 65852.2(e), the city shall ministerially approve an application for a building permit within a residential or mixed -use zone to create any of the following: 1. One ADU or JADU per lot with a proposed or existing single-family dwelling if all of the following apply: a. The ADU or JADU is within the proposed space of a single-family dwelling or existing space of a single-family dwelling or accessory structure and may include an expansion of not more than one hundred fifty square feet beyond the same physical dimensions as the existing accessory structure. An expansion beyond the physical dimensions of the existing accessory structure shall be limited to accommodating ingress and egress. b. The space has exterior access from the proposed or existing single-family dwelling. c. The side and rear setbacks are sufficient for fire and safety. d. The JADU complies with the requirements of Section 65852.22 and with the requirements set forth in subsection E below. 2. One detached, new construction ADU that does not exceed four -foot side and rear yard setbacks for a lot with a proposed or existing single-family dwelling. The ADU may be combined with a JADU described in subsection (D)(1) above. The ADU shall be no more than eight hundred square feet in size, with a height limit of sixteen feet. 3. One ADU within the portions of existing multifamily dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages, if each unit complies with state building standards for dwellings. If requested, multiple ADUs shall be allowed, up to the number of ADUs that equals twenty-five percent of the existing multifamily dwelling units in the structure. -16- 4. Not more than two detached ADUs located on a lot that has an existing multifamily dwelling, subject to a height limit of sixteen feet and four -foot rear yard and side setbacks. E. In accordance with the standards set forth in Government Code Section 65852.22, JADUs shall comply with the following requirements, unless state law is amended to set forth different standards in which case state law standards will govern: 1. A JADU shall be a minimum of two hundred twenty square feet and a maximum of five hundred square feet of gross floor area. The gross floor area of a shared sanitation facility shall not be included in the maximum gross floor area of a JADU. 2. A JADU must be contained entirely within the walls of the existing or proposed single-family dwelling. 3. A separate exterior entry from the main entrance to the single-family dwelling shall be provided to serve a JADU. 4. A JADU may include separate sanitation facilities, or may share sanitation facilities with the existing single-family dwelling. 5. A JADU shall include an efficiency kitchen which shall include all of the following: a. A cooking facility with appliances. b. A food preparation counter and storage cabinets that are of reasonable size in relation to the size of the JADU. 6. No additional parking is required for a JADU. 7. The JADU or primary residence shall be occupied by the owner of record. 8. The city shall not issue a building permit until the applicant provides a will serve letter from the local water and sewer provider. Notwithstanding the foregoing, if a private sewage disposal system is being used, the applicant must provide documentation showing approval by the local health officer in lieu of the will serve letter by the local sewer provider. 17.23.040 General requirements and application procedure. A. Before constructing an ADU or converting an existing structure to an ADU that does not fall under the "building permit approval only" requirements in Section 17.23.030, the applicant shall obtain permits in accordance with the requirements of this section. B. All ADUs shall satisfy the requirements of the California Building Standards Code, as amended by the city. C. In accordance with state law, ADUs are an accessory use or an accessory structure to the primary dwelling on the lot. ADUs shall not be considered to exceed the allowable density for the lot. -17- D. Applications for ADUs shall be completed in accordance with Section 17.03.030 of this Development Code. The application for the ADU must be signed by the owner(s) of the parcel of land. E. The director of community development or designee shall ministerially review and approve an ADU permit application and shall not require a public hearing, provided that the submitted application is complete and demonstrates that the ADU complies with the requirements contained in this chapter and any other applicable law. F. ADU permit applications subject to ministerial approval shall be processed within the timelines established by California Government Code Section 65852.2. The city shall approve the ADU permit within sixty days of receiving the application, or as the deadline required by Government Code Section 65852.2 may be amended from time to time. G. Where an ADU permit application is submitted with an application for a primary dwelling that is subject to discretionary review under this code, the ADU permit application will be considered separately without discretionary review or a public hearing, following action on the portion of the project subject to discretionary review. H. In addition to obtaining an ADU permit, the applicant shall be required to obtain a building permit and any other applicable construction permits prior to the construction of the ADU. 17.23.050 ADU standards. Except those ADUs approved pursuant to Subsection 17.23.030, ADUs shall comply with the following standards: A. Location Restrictions. One ADU shall be allowed on a lot with a proposed or existing primary dwelling that is zoned residential. B. Development Standards. 1. Size Restrictions. If there is an existing primary dwelling, an attached ADU shall not exceed fifty percent of the gross floor area for the primary dwelling. An attached ADU that is proposed with a new primary dwelling shall not exceed one thousand two hundred square feet in floor area. A detached ADU shall not exceed one thousand two hundred square feet in floor area. In no case shall an ADU be less than an "efficiency unit" as defined in Section 17958.1 of Health and Safety Code with respect to square footage. 2. Height Restrictions. .The maximum height of any new ADU shall not exceed the following_ a. Sixteen (16) feet for a detached ADU, except as provided in subparagraphs band c below. b. Eighteen (18) feet for a detached ADU on a lot that is within one-half mile walking distance of a major transit stop or a hi hg_-quality transit corridor, as those terms are defined in Public Resources Code Section 21155; or twenly (20) feet if necessary to -18- accommodate a roof pitch on the ADU that is aligned with the roof pitch of the primary- dwellingunit. c. Eighteen (18) feet for a detached ADU on a lot with an existing or proposed multis!M multifamily dwelling. d. Twenty-five 25 feet or the height limit applicable to the primM dwellin whichever is less for an attached ADU. 3. Transfer. An ADU shall not be sold, transferred, or assigned separately from the primary dwelling unless the ADU was built by a qualified non rofit corporation and meets the additional requirements of Government Code Section 65852.26(a). ADUs4w4 may be rented but The ADU shall not be used for short-term rentals for less than thirty-one days. 4. Setbacks. No setback shall be required for an ADU that is within an existing structure or new ADU that is constructed in the same location and with the same dimensions as an existing structure. For all other ADUs, the required setback from side and rear lot lines shall be four feet. An ADU shall comply with all required front yard setbacks otherwise required by the municipal code except where the application of the front yard setback requirement would not ermit construction of an eight hundred 800square foot ADU that is sixteen 1 d feet in height with four -foot side and rear yard setbacks. An ADU in the front yard setback area is onl permissible if construction of the same ADU in the rear or side yard is entirely infeasible. 5. Lot Coverage. An ADU shall conform to all lot coverage requirements applicable to the zoning district in which the property is located, except where the application of the lot coverage regulations would not permit construction of an eight hundred square foot ADU that is sixteen feet in height with four -foot side and rear yard setbacks. 6. Historic Resources. An ADU that has the potential to adversely impact any historical resource listed on the California Register of Historic Resources, shall be designed and constructed in accordance with the "Secretary of the Interior's Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring, and Reconstructing Historic Buildings" found at 36 CFR 68.3, as amended from time to time. An ADU shall also comply with all local historic register requirements, as well as all objective local requirements, ordinances, or specific plans that pertain to historic resources. C. Design and Features. 1. Design. The ADU shall have the same design, architecture, colors and materials of the primary dwelling, and shall comply with any objective design standards adopted by the city that are applicable to the zoning district or specific plan area where the ADU is located. 2. Fire Sprinklers. ADUs are required to provide fire sprinklers if they are required for the primary dwelling. 3. An ADU shall have a separate exterior access. -19- D. Covenant Required. The property owner shall record a declaration of restrictions, in a form approved by the city attorney, placing the following restrictions on the property, the property owner, and all successors in interest: (1) the ADU is to be rented only for terms of thirty days or longer; and (2) the ADU is not to be sold or conveyed separately from the primary dwelling except as described above in Section 17.23.050(B)(3). Proof of recordation of the covenant shall be provided to the city before the city finals the building permit. E. Parking Requirements. 1. In addition to the off-street parking space(s) required for the primary dwelling, one off-street parking space shall be provided for each ADU, except when: a. The ADU is located within one-half mile walking distance of public transit; b. The ADU is located within an architecturally and historically significant historic district; c. The ADU is part of a proposed or existing primary dwelling or accessory structure; d. The ADU is located in an area where on -street parking permits are required but not offered to an ADU occupant; or e. The ADU is located within one block of a city -approved and dedicated parking space for a car share vehicle. 2. When the ADU is created by converting or demolishing a garage, carport or covered parking structure, replacement of parking space(s) eliminated by the construction of the ADU shall not be required as long as the ADU remains in use as a legal ADU. 17.23.060 Fees and utility connections. A. ADUs and JADUs shall have adequate water and sewer services. These services may be provided from the water and sewer points of connection for the primary dwelling and not be a separate set of services. B. The owner of an ADU or JADU shall be subject to the payment of all sewer, water and other applicable fees, including impact fees set forth in Government Code Section 66000 et seq., except as follows: 1. ADUs that are less than seven hundred fifty square feet shall not be subject to impact fees. 2. ADUs that are seven hundred fifty square feet or more shall be charged impact fees that are proportional in relation to the square footage of the primary dwelling unit. C. Prior to receiving a building permit, the owner of an ADU or JADU must submit letters of service availability for water and sewer disposal to the building official." -20- Section 31. Section 17.03.065 (Reasonable Accommodations) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended in its entirety to read as follows (with additions shown in underlined text and deletions shown in underlined text): "17.03.065 Reasonable accommodations. A. Purpose and Intent. It is the purpose and intent of this section to provide flexibility in the Uplication of the city of Temecula Municipal Code for individuals with a disabilily, when flexibility is necessary to eliminate barriers to housing opportunities. This section will facilitate compliance with federal and state housing laws through procedures for considering requests for reasonable accommodations in the application of the city's zoning and land use regulations, policies, and practices pursuant to the federal Fair Housing Act (codified in Section 3604(f}(3) of Title 42 of the United States Cade), and the California Fair Employment and Housing Act (codified in Section 12955 et seq. of the California Government Code), which prohibit local governments from refusing to make accommodations in policies and practices -when needed to provide an individual with a disability an equal opportunity to use and enjoy a dwelling in the ci1y. B. Applicabili_ . A request for reasonable accommodation may include a modification or exception to the rules, standards, and practices for the siting, development and use of housing or housing -related facilities that would eliminate regulatory barriers and provide an individual with a disability equal opportunity for housing of their choice. B-.C. Definitions. The following terms as used in this section shall, unless the context clearly indicates otherwise, have the following meanings: "Applicant" means a-persEman individual, business, or organization making a written request to the city for reasonable accommodation in the strict application of the city's zoning and land use laws, rules, policies, practices and/or procedures. "Development code" means the city of Temecula development code as set forth in this title. "Director" or "planning director" means the director of planning. "Disabled per -sea"' OF "peFsW�Person with a disability" means an individual who has a physical or mental impairment that limits one or more of that person's major life activities; anyone who is regarded as having such impairment; or anyone who has a record of having such an impairment. Such an impairment shall not include an individual's current, illegal use of a controlled substance unless that individual has a separate disability. "Fair Housing Laws" means the "Federal Fair Housing Act" (42 U.S.C. Section 3601, et seq.), the Americans with Disabilities Act (ADA), and the "California Fair Employment and Housing Act" (California Government Code Section 12900, et seq.), as these statutes now exist or may be amended from time to time, and each Act's implementing regulations. "Fundamental alteration" in the land use and zoning context has the same me-aning as defined in the Fair Housing Laws and interpretive case law. -21- "Reasonable accommodation" in the land use and zoning context means any deviation, waiver or other modification requested and/or granted from the strict application of the city's zoning and land use ordinances, laws, rules, regulations, policies, practices and/or procedures for the siting, development and/or use of housing or housing related facilities when the deviation waiver or other modification is necess to eliminate barriers to housing opportunities for the use and enjoyment of an individual resident's housing of their choice. "Undue financial or administrative burden" in the land use and zoning context has the same meaning as defined in the Fair Housing Laws and inteMretive case law. ED. Authority of the Planning Director. The planning director is hereby designated to approve, eenditionally approve with modifications, or deny, without public hearing, all applications for a reasonable accommodation with respect to land use and zoning ordinances, laws, rules, regulations, policies practices and/or procedures. DE. Notice to the Public of Availability of Accommodation Process. Notice of the availabilit of reasonable accommodations shall be prominently dis la ed at public information counters in the planning, zoning and building departments, and Ci Clerk's office and on the ci 's website advising the public of the availabili1y of the procedure for eligible individuals. Forms for rUgesting reasonable accommodation shall be available to the public in those departments, from the city's ADA coordinator, and on the city's website; F. Procedure for Application Review. 1. Applicant. A request for a reasonable accommodation may be made by any person with a disability, his or her representative, or a developer or provider of housing for individuals with a disability. 2. Application. An application for a reasonable accommodation shall be made on a form provided by the planning department. The application form shall include a checklist of materials reports, developments, plans, and written information to be provided by the applicant. No fee shall be required for a request for reasonable accommodation, but if the project requires another discretionary permit, then the prescribed fee shall be paid for all other discretionary permits. If an individual needs assistance in making the request for reasonable accommodation, the city will provide assistance to ensure that the process is accessible. 3. Other Discretionary Permits. If the project for which the request for reasonable accommodation is made requires another discretionary permit or approval (including but not limited to desi n review conditional use permit, variance or subdivision , the applicant may file the request for reasonable accommodation together with the application for the other discretionary permit or approval. The processing procedures of the discretionary permit shall govern the joint processing of both the reasonable accommodation and the discretionary permit. 4. Required Submittals. An application for a reasonable accommodation shall include the following: -22- a. Documentation that the applicant is: (i) a person with a disability, (ii) applying on behalf of one or more persons with a disability, or (iii) a developer or provider of housing for one or more persons with a disability; b. The name and address of the individual(s) requesting the reasonable accommodation; C. The name and address of the property owner(s); d. If the applicant is someone different than the property owner, a letter of Mency or authorization signed by the owner consenting to the a lication being made; e. The address and current use of the property for which accommodation is requested; 4-,f. A description of the reasonable accommodation requested by the applicant, and the ordinance, law, regulation, policy, practice or procedure for which accommodation is sought; €g. An explanation of how and why the specific reasonable accommodation requested by the applicant is necessary to provide ene OF MOM persons the individual(s) with a disability an equal opportunity to use and enjoy the residence; gh. Where applicable, documentation that the requested accommodation is designed and constructed pursuant to Title 24 of the California Code of Regulations to allow access, circulation and full use of the building and facilities by persons with disabilities. 5. The planning director may request additional information from the applicant consistent with the Fair Housing Laws if f r- the e4y +o make necessM for the ci1y to make a determination on the request for reasonable accommodation in accordance with the findings required in subsection lG. The planning director shall specify in detail the additional information that is re wired. In the event that a request for additional information is made the thi 30da period to issue a decision as provided in Subsection H 2 is stayed until the a licant responds to the request. C. Except as otherwise re aired by law, any information identified by an applicant as confidential shall be retained in a manner so as to respect the Lnvacy rights of the applicant- and shall not be made available for public inspection. 7. A request for reasonable accommodation mgy be filed at an time that the accommodation mgy be necessary to ensure equal access to housing. A reasonable accommodation does not affect an individual's obligations to comply with other a licable re ulations not at issue in the requested accommodation. 1-G. Basis for Decision on Request for Reasonable Accommodation; Findings. -23- 1. General. The written decision to approve, a rove with modifications or deny a request for reasonable accommodation shall be consistent with Fair Housing Laws and this Subsection. 2. Findings. The written decision shall be based on the following findings, all of which are required for approval or approval with modifications: a. The requested accommodation is requested by or on behalf of one or more persons with a disability protected under the Fair Housing Laws; b. The requested accommodation is necessary to provide one or more individuals persons with a disability an equal opportunity to use and enjoy a dwelling, and the housing which is the subject of the request for accommodation will be used by suchperson(s) with disabilities protected by the Fair Housing Laws; C. The requested accommodation w44 would not impose an undue financial or administrative burden on the city; d. The requested accommodation wiR would not result in a fundamental alteration in the nature of the city's land use and zoning program; e. The requested accommodation wR would not, under the specific facts of the case, result in a direct threat to the health or safety of other individuals or substantial physical damage to the property of others. 23. Conditions_of approval. In granting a request for reasonable accommodation, the planniLig director mqy impose an conditions of gapproval deemed reasonable and necessM to ensure that the reasonable accommodation will comply with the findings required by this section. Conditions may also be imposed to ensure that My removable structures or physical desi n features that are constructed or installed in association with the reasonable accommodation be removed once those structures or physical design features are unnecessary to afford the individual with a disability for whom the reasonable accommodation was granted the use and enjoyment of the dwelling. 34. None of the findings of this section are intended to supersede any other findings which might also be r uired for a discretiona permit that is reviewed concurrently with the request for accommodation. 2-.5. In determining whether the requested reasonable accommodation is necessary to provide one or more disabled persons with disabilities an equal opportunity to use and enjoy a dwelling, pursuant to subsection (E)(1 ( )CQJ )(b), the city may consider, but is not limited to, the following factors: a. Whether the requested accommodation will affirmatively enhance the quality of life of one or more marls persons with a disability; b. Whether the ,,,d..:idualindividuals person(s) with a disability will be denied an equal opportunity to enjoy the housing type of their choice absent the accommodation; -24- -3-.6. In determining whether the requested reasonable accommodation would require a fundamental alteration in the nature of the city's land use and zoning program, pursuant to subsection (£)(1)(d)G 2 d , the city may consider, but is not limited to, the following factors: a. Whether the requested accommodation would fundamentally alter the character of the neighborhood or the COMMUllity in which the reguested accommodation would be located; b. Whether the accommodation would result in a substantial increase in traffic or insufficient parking when compared to the projected traffic or parking of other uses allowed by right or conditionally allowed in the subject zone district; C. Whether granting the requested accommodation would substantially undermine any express purpose of either the city's general plan or an applicable specific plan or zoning districts; 47. Rules While Decision is Pending. While a request for reasonable accommodation is pending, all laws and regulations otherwise applicable to the property that is the subject of the request shall remain in full force and effect. lH. Review Authority; Notice of Decision. 1. Authority. The planning director shall have the authorily to consider and act on requests for reasonable accommodation and shall make reasonable accommodations in rules, policies, practices, procedures or services when those accommodations maybe necessary to afford one or more persons with disabilities equal opportunities to use and enjoy their dwelling consistent with the Fair Housing Laws-. 2. Decision. a. For requests for reasonable accommodation, the The planning director shall issue a written determination to approve, conditionally approve, or deny a request for a reasonable accommodation within a timely manner but no later than th' 3U da s of the date of receipt of a complete application, and may (i) approve the accommodation reque�_(ii) approve the accommodation request subject to nondiscriminatory conditions of approval or other modifications, or (iii) deny the request._ The planning director may, in his or her discretion, elect to refer applications that may have a material effect on surrounding properties (including but not limited to, a use not allowed under the subject zoning district or general plan, location of improvements in the front yard or setback location of accommodation in close proximily to a use that restricts residential occupancy,occgpancy, accommodation that would violate a s ecific condition of approval, improvements are bermanenl) directly to the planning commission for a decision. . A complete application shall consist of the application form with all applicable information and documentation included in or attached to the form. The cily and Applicant ma mutually agree to extend the time for the planning director's decision on the application. The decision on the application shall be sent to the applicant by first class mail to the applicant. and the applicant may also request notification by an accessible format -25- b. For requests for reasonable accommodations involving an a lications for discretionary approval, the application for reasonable accommodation shall be processed and considered sMarately from gny discretionM elements of the same proposal. The planning director shall act on the reguest for reasonable accommodation within a timely manner but no later than third+ Q0) days of the date of a complete application form, however, ifthe request for a reasonable accommodation cannot be effectuated until a final decision is rendered on the related discretionary a rovals a "'provisional a royal" can be granted within the 30-da time frame allowing the reasonable accommodation request to be implemented, or modified as needed to obtain the same goal, at the time of the final discretionary approval, and shall become final at the same time. The applications for discretionary approval shall be separately considered and shall be subject to the procedures for consideration specified in the a livable development code section or cha ter depending on the type of application. The appropriate decision -making body shall act on all discretionary_ permits, but not the reasonable accommodation request. 23. Appeals of the director's action shall be made in accordance with Section 17.03.090, as supplemented by the following: a. The decision by the planning director on a request for reasonable accommodation not involving one or more applications for a discretionary_ permit shall become final fifteen Q 5) calendar days after the date of the planning director's decision, unless a timely appeal is filed in accordance with Section 17.03.090(E). b. The planning commission or the cily council as applicable, shall hear the matter and render a determination on the appeal as soon as reasonably practicable, but -in no event later than either Q ninety 90 calendar da s after an appeal has been filed or ii fifteen 15 calendar da, s after the close of the anneal hearing, whichever occurs first. The city and applicant may also mutually agree to extend the time for the planning commission's or city council's decision on the appeal to a later date. All decisions on an appeal shall address and be based upon the same findings required to be made in the original decision from which the appeal is taken. C. Ana eal from the planning director's decision on a request for reasonable accommodation shall be made on a form provided by the Manning department. The gappeal form shall include a checklist of materials reports, developments, plans, and written information to be provided by the appellant. No fee shall be required from an gpplicant for the appeal of a request for reasonable accommodation, but if the appeal is for any other discretionM permit(s), then the prescribed fee shall be paid by the appellant for such other discretionarypermit(s). If an individual needs assistance in the appeal of a decision on the request for reasonable accommodation, the city will provide assistance to ensure that the process is accessible. d. The decision on the appeal shall be sent by first class mail to the applicant and apppellant_(if different), and the applicant may also request notification an accessible format. The city council's action on any appeal shall be final. e. Nothing in this procedure shall preclude an aggrieved individual from seeking other state or federal remedy available. G-. L Expiration, Time Extension, Violation, Discontinuance, and Revocation. -26- 1. Expiration. Any reasonable accommodation approved in accordance with the terms of this Section shall expire within twenty-four months from the effective date of the approval, or at an alternative time specified as a condition of the approval, unless: a. A building permit has been issued and construction has commenced; b. A certificate of occupancy has been issued; C. The use is established; or d. A time extension has been granted. 2. Time Extension. a. The planning director may, upon an application being filed prior to expiration and for good cause, grant a time extension of up to three one-year extensions of time. Each extension of time shall be granted in one-year increments only. Upon granting of an extension, the planning director shall ensure that conditions of the administrative approval comply with all current development code provisions. b. Notice. Notice of the planning director's decision on a time extension shall be provided in writing. All written decisions shall give notice of the right to appeal and to request reasonable accommodation in the appeals process. C. Appeal of Determination. A time extension for a reasonable accommodation shall be final unless appealed to the city council within fourteen calendar days of the date of mailing of the determination. An appeal shall be made in writing and shall be noticed and heard pursuant to the procedures established in Section 17.03.090 of this code. 3. Discontinuance. If the person with a disability for whom the reasonable accommodation was originally granted vacates the residence to which the reasonable accommodation applies, the reasonable accommodation shall remain in effect only if the planning director determines that: (a) the modification is physically integrated into the residential structure and cannot easily be removed or altered to comply with the Municipal Code; or (b) the accommodation is necessary to give another disabled individual person with a disability an equal opportunity to enjoy the dwelling. The planning director may request that the applicant, or his or her successor -in -interest, provide documentation that subsequent occupants are persons with disabilities. Failure to provide such documentation within thirty days of the date of a request by the city shall constitute grounds for discontinuance by the city of a previously approved reasonable accommodation. 4. Revocation. Procedures for revocation shall be as prescribed by Section 17.03.080. Any reasonable accommodation approved in accordance with the terms of this code may be revoked if any of the conditions or terms of such reasonable accommodation are violated, or if any law or ordinance is violated in connection therewith. I-:J. Amendments. A request for changes in conditions of approval of a reasonable accommodation, or a change to plans that would affect a condition of approval shall be treated as -27- a new application. The planning director may waive the requirement for a new application if the changes are minor, do not involve substantial alterations or addition to the plan or the conditions of approval, and are consistent with the intent of the original approval." Section 32. Section 17.03.090(B) (Appeals) of Chapter 17.03 (Administration of Zoning) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to read as follows: "B. Decisions Which May Be Appealed to Planning Commission. The following actions may be appealed to the planning commission: 1. Actions by the director of planning on approval of development permits, conditional use permits and extensions of time; 2. Actions by the director of planning on the approval of sign permits; 3. Except as otherwise provided in section 17.03.065(H)(2), any Air) -other action by the director of planning for which an appeal is authorized by the Code." Section 33. "Residential Uses" of Table 17.24.040 of Section 17.24.040 (Parking requirements) of Chapter 17.24 (Off-street parking and loading) of Title 17 (Zoning) of the Temecula Municipal Code is hereby amended to add a new row to read as follows (with additions shown in underlined text and deletions shown in strikethrough text), with all other provisions of Table 17.24.040 remaining unchanged: Table 17.24.040 Parking Spa es Required Description of Use Required Number of Spaces Residential Uses Single-family residence 2 enclosed spaces Duplex, triplexes 2 covered spaces/unit, plus 1 guest space/4 units Multiple -family residential - 3 or fewer 2-5 units; 2 1 % covered spaces/unit, plus 2 bedrooms (12 or less units) guest spaces 6-12 units; 2 1 % covered spaces/unit, plus 3 guest spaces Multiple -family residential - 13 or more units 1 covered parking space plus 1.5 uncovered parking space for 1 bedroom units. In addition, 1 guest space for every 6 units. 1 covered parking space plus 1 uncovered parking space for 2 bedroom units. In addition, 1 guest space for every 6 units. -28- 2 covered parking space 0.5 uncovered parking space for three bedroom (or more) units. In addition, 1 guest space for every 6 units. A minimum of 4 guest spaces is required for all multifamily residential with 13 or more units. Accessory dwelling unit 1 parking space per newly constructed detached ADU except as otherwise provided in Chapter 17.23. The parking space may be provided as tandem parking on the driveway. Mobilehome park 1 covered space/trailer site, plus 1 guest space/2 trailer sites Senior citizens housing complex 0.5 covered space/unit plus 1 uncovered space per 5 units for guest parking Congregate care housing 0.5 uncovered space/unit plus 1 uncovered space per 5 units for guest parking Section 34. Environmental Findings. The City Council hereby makes the following environmental findings and determinations in connection with the approval of the Project: Section 34. A. Pursuant to the California Environmental Quality Act ("CEQA") and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR") for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element on February 8, 2022. This Ordinance implements the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required. B. To the extent that any further environmental review is required, the City Council finds that none of the conditions in CEQA Guidelines Section 15162 are present to require the preparation of a subsequent EIR or an additional Addendum, and no additional environmental review is required. The adoption of this Ordinance does not result in any new or greater environmental impacts than were previously analyzed, disclosed, and mitigated since the adoption of this Ordinance was contemplated in the programs of the Housing Element. In addition, no new information of substantial importance has surfaced since the certification of the General Plan EIR or the adoption of Addendum 2021-01. -29- Section 35. Severability. If any section or provision of this Ordinance is for any reason held to be invalid or unconstitutional by any court of competent jurisdiction, or contravened by reason of any preemptive legislation, the remaining sections and/or provisions of this Ordinance shall remain valid. The City Council hereby declares that it would have adopted this Ordinance, and each section or provision thereof, regardless of the fact that any one or more section(s) or provision(s) may be declared invalid or unconstitutional or contravened via legislation. Section 36. Certification. The Mayor shall sign and the City Clerk shall certify to the passage and adoption of this Ordinance and shall cause the same or a summary thereof to be published and posted in the manner required by law. Section 37. Effective Date. This Ordinance shall take effect thirty (30) days after passage. PASSED, APPROVED, AND ADOPTED by the City Council of the City of Temecula this day of , 2023. ATTEST: Randi Johl, City Clerk [SEAL] Zak Schwank, Mayor -30- STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss CITY OF TEMECULA ) I, Randi Johl, City Clerk of the City of Temecula, do hereby certify that the foregoing Ordinance No. 2023- was duly introduced and placed upon its first reading at a meeting of the City Council of the City of Temecula on the 14th day of November, 2023, and that thereafter, said Ordinance was duly adopted by the City Council of the City of Temecula at a meeting thereof held on the day of , 2023, by the following vote: AYES: COUNCIL MEMBERS: NOES: COUNCIL MEMBERS: ABSTAIN: COUNCIL MEMBERS: ABSENT: COUNCIL MEMBERS: Randi Johl, City Clerk -31- EXHIBIT B STATEOF CALIFORNIA-_SUSINESS_ =N5LJMES SE ICES AND HOUSING AGENCY GAVIN NEWSnM. Goverricr DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT DIVISION OF HOUSING POLICY DEVELOPMENT i 2020 W. El Camino Avenue, Suite 500 c •.,� Sacramento, CA 95833 (916) 263-2911 / FAX (916) 263-7453 www.hcd.ca.aov December 3, 2021 Luke Watson, Deputy City Manager Community Development Department City of Temecula 41000 Main Street Temecula, CA 92590 Dear Luke Watson: RE: City of Temecula 6th Cycle (2021-2029) Draft Housing Element Thank you for submitting the City of Temecula (City) draft housing element received for review on October 5, 2021. Pursuant to Government Code section 65585, subdivision (b), the California Department of Housing and Community Development (HCD) is reporting the results of its review. Our review was facilitated by a telephone conversation on November 19, 2021 with Senior Management Analyst, Mr. Brandon Rabidou and Planning consultant Amanda Tropiano. The draft element addresses many statutory requirements; however, revisions will be necessary to comply with State Housing Element Law (Article 10.6 of the Gov. Code). The enclosed Appendix describes the revisions needed to comply with State Housing Element Law. As a reminder, the City's 6th cycle housing element was due October 15, 2021. As of today, the City has not completed the housing element process for the 6th cycle. The City's 5th cycle housing element no longer satisfies statutory requirements. HCD encourages the City to revise the element as described above, adopt, and submit to HCD to regain housing element compliance. For your information, pursuant to Assembly Bill 1398 (Chapter 358, Statutes of 2021), if a local government fails to adopt a compliant housing element within 120 days of the statutory deadline (October 15, 2021), then any rezoning to accommodate the regional housing needs allocation (RHNA), including for lower -income households, shall be completed no later than one year from the statutory deadline. Otherwise, the local government's housing element will no longer comply with State Housing Element Law, and HCD may revoke its finding of substantial compliance pursuant to Government Code section 65585, subdivision (i). Luke Watson, Deputy City Manager Page 2 Public participation in the development, adoption and implementation of the housing element is essential to effective housing planning. Throughout the housing element process, the City should continue to engage the community, including organizations that represent lower -income and special needs households, by making information regularly available and considering and incorporating comments where appropriate. For your information, some general plan element updates are triggered by housing element adoption. HCD reminds the City to consider timing provisions and welcomes the opportunity to provide assistance. For information, please see the Technical Advisories issued by the Governor's Office of Planning and Research at: htt://o r.ca. ov/docs/OPR Appendix C final. df and hftp://opr.ca.gov/does/Final 6.26.15. dfi. Several federal, state, and regional funding programs consider housing element compliance as an eligibility or ranking criteria. For example, the CalTrans Senate Bill (SB) 1 Sustainable Communities grant; the Strategic Growth Council and HCD's Affordable Housing and Sustainable Communities programs; and HCD's Permanent Local Housing Allocation consider housing element compliance and/or annual reporting requirements pursuant to Government Code section 65400. With a compliant housing element, the City will meet housing element requirements for these and other funding sources. HCD appreciates the diligent work Amanda Tropiano and Brandon Rabidou during our review. We are committed to assisting the City of Temecula in addressing all statutory requirements of State Housing Element Law. If you have any questions or need additional technical assistance, please contact Tristan Lanza, of our staff, at trista n . ianzaCa7 hcd . ca ,gov. Sincerely, ww Paul McDougall Senior Program Manager Enclosure APPENDIX CITY OF TEMECULA The following changes are necessary to bring the City's housing element into compliance with Article 10.6 of the Government Code. Accompanying each recommended change, we cite the supporting section of the Government Code. Housing element technical assistance information is available on HCD's website at http://www, hcd.ca.gov/community-development/housing-element/housinq-element-memos.shtml . Among other resources, the housing element section contains HCD's latest technical assistance tool, Building Blocks for Effective Housing Elements (Building Blocks), available at hftp:llwww.hed.ca.gov/community-developmenttbuilding-blocks/index.shtmI and includes the Government Code addressing State Housing Element Law and other resources. A. Review and Revision Review the previous element to evaluate the appropriateness, effectiveness, and progress in implementation, and reflect the results of this review in the revised element. (Gov. Code, § 65588 (a) and (b).) As part of the review of programs in the past cycle, the element must provide an evaluation of the effectiveness of goals, policies, and related actions in meeting the housing needs of special needs populations (e.g., elderly, persons with disabilities, large households, female headed households, farmworkers and persons experiencing homelessness). B. Housinci Needs Resources and Constraints 1. Affirmatively furtherfing] fair housing in accordance with Chapter 15 (commencing with Section 8899.50) of Division 1 of Title 2... shall include an assessment of fair housing in the jurisdiction. (Gov. Code, § 65583, subd. (c)(10)(A).) The element includes the Assessment of Fair Housing (AFH) that was prepared in 2017 and is only pertinent until 2022. The analysis must be for the entire planning period and additional information is necessary to address the requisite affirmatively furthering fair housing (AFFH) analysis requirement, including local contributing factors to the fair housing issues and develop strong programs and strategies to address the identified fair housing issues as follows: Enforcement and Outreach: The element describes past outreach efforts and fair housing services from the City's Analysis of Impediments (AI) completed in 2017. While the element lists the partnership with the Fair Housing Council of Riverside County, it must also include recent information on fair housing enforcement as well as local knowledge. Enforcement should include data and evaluation (e.g., characteristics of complaints) of any past or current fair housing lawsuits, findings, settlements, judgements, and complaints as well as confirm that the City complies with fair housing law. The analysis could also evaluate data and the results from any fair housing Review of the City of Temecula 6th Cycle Draft Housing Element Page 1 December 3, 2021 testing. In addition, the analysis should also include ongoing outreach throughout the planning period. Integration and Segregation: While the element utilized data from the City's 2017 Al, the element must be updated to include recent data. The regional analysis of race should include an analysis of concentrations of race in comparison to the surrounding area, not just as a percentage of the overall population. In addition, the element must analyze whether families or non -family households are concentrated in certain areas or spread throughout the City and also include a regional level analysis (comparing the City to the region). The element must provide a local and regional analysis for race, disability, familial status, and income. Racial/Ethnic Areas of Concentration of Poverty (R/ECAP): The element includes information relative to R/ECAP but the analysis must also provide a regional comparison. In addition, the City should also address concentrated areas of affluence. The combination of the R/ECAP and areas of affluence analyses will help guide goals and actions to address fair housing issues. The analysis should evaluate the patterns and changes over time at a local and regional level. Furthermore, the element does list one area of high poverty and segregation therefore the City should analyze this concentration and consider relevant factors such as past policies, practices, and investments as well as whether or not there is a concentration of subsidized housing units in that area. Access to Opportunity: While the element contains some general information on access to opportunity from its 2017 Al, it must be updated with more recent data and must include a local and regional analysis in relation to education, economy, transportation and environmental factors. The analysis should include maps and descriptions as appropriate. The element must also include a regional analysis regarding overall access comparing the City to the surrounding region. Disproportionate Housing Needs: While the element analyzes displacement, it must also include an analysis of all factors related to disproportionate housing needs to include the following: Cost Burden: The element has some information on cost burden; however the element must be revised to expand on the local analysis by including overall cost burden and include a regional analysis. Risk of Displacement: While the element stated that there was no displacement risk due to investment, it is unclear what data was utilized to reach this conclusion. The element should include an analysis to support the conclusion. In addition, the element must analyze the risk of displacement due to disaster (i.e. fire, flood earthquake). Overcrowding, substandard housing and homelessness: The element must be revised to include a local and regional analysis of overcrowding, substandard housing and homelessness including looking at trends, patterns, and other local knowledge, and conclude with a summary of issues. Review of the City of Temecula 61h Cycle Draft Housing Element Page 2 December 3, 2021 Sites Inventory: The element must include an analysis demonstrating whether sites identified to meet the RHNA are distributed throughout the community in a manner that AFFH. A full analysis should address the income categories of identified sites with respect to location, the number of sites and units by all income groups and how that effects the existing patterns for all components of the assessment of fair housing (e.g., segregation and integration, access to opportunity). While the element states that sites identified for lower income are disbursed throughout the City, that information should be supported with maps and analysis. Also, the element must describe where the moderate and above moderate sites are located throughout the City. The element should also discuss whether the distribution of sites improves or exacerbates conditions. If sites exacerbate conditions, the element should identify further program actions that will be taken to mitigate this (e.g. anti -displacement strategies). Contributin Factors: While the element contains information on contributing factors, it must also identify, evaluate, and prioritize the contributing factors to fair housing. Furthermore, the analysis shall result in strategic approaches to inform and connect goals and actions to mitigate contributing factors to affordable housing. Goals, Priorities. Metrics, and Milestones: The element must be revised to add or modify goals and actions based on the outcomes of a complete analysis. Goals and actions must specifically respond to the analysis and to the identified and prioritized contributing factors to fair housing issues and must be significant and meaningful enough to overcome identified patterns and trends. Actions must have specific commitment, metrics and milestones as appropriate and must address housing mobility enhancement, new housing choices and affordability in high opportunity areas, place - based strategies for community preservation and revitalization and displacement protection. For more information, please see HCD's guidance at httos://www.hcd.ca.gov/community-development/aff h/jndex.shtml#uidance. 2. An inventory of land suitable and available for residential development, including vacant sites and sites having realistic and demonstrated potential for redevelopment during the planning period to meet the locality's housing need for a designated income level, and an analysis of the relationship of zoning and public facilities and services to these sites. (Gov. Code, § 65583, subd. (a)(3).) The City has a regional housing need allocation (RHNA) of 4,193 housing units, of which 2,160 are for lower -income households. To address this need, the element relies on vacant sites, including sites in Specific Plan Areas and within the Affordable Housing Overlay area. To demonstrate the adequacy of these sites and strategies to accommodate the City's RHNA, the element must include complete analyses: Progress in Meeting the RHNA: The element indicates (p. HBR 52, Table 32) that 159 units are either approved or are in the process of being approved of which 132 are affordable to lower -income households. The element must include additional information on the status of these units including any remaining entitlement that are needed prior to approval, and for projects approved, but not yet built, the jurisdiction must demonstrate the units are expected to be built in the planning period. The Review of the City of Temecula 6th Cycle Draft Housing Element Page 3 December 3, 2021 element must also include an analysis to demonstrate the affordability of these units based on actual or projected sales prices, rent levels, or other mechanisms establishing affordability in the planning period. Sites Inventory: The element must clarify whether all sites in Appendix A are vacant and if the unit count includes realistic capacity assumptions. In addition, the unit count listed in the sites inventory should be the number of units without a decimal, currently there are sites listed that do not equal one unit per site. The sites inventory should include the allowed densities for all sites listed in the inventory. The element must also include a general map of identified sites. Realistic Capacity: While the element mentions an assumption of 85 percent of maximum allowable densities to calculate residential capacity on identified sites (p. HBR 125), it must also provide support for these assumptions. The capacity methodology must estimate of the number of units for each site based on the land use controls and site improvements, typical densities of existing or approved residential developments at a similar affordability level, and on the current or planned availability and accessibility of sufficient water, sewer, and dry utilities. The element must also provide support for the assumptions within the three specific plans (Old Town, Harveston and Uptown) including accounting for the likelihood of development of 100 percent nonresidential uses. For example, the element could analyze all development activity in these nonresidential zones, how often residential development occurs and adjust residential capacity calculation, policies and program accordingly. The element should include analysis based on factors such as development trends, performance standards or other relevant factors. Zoning Appropriate for Lower -Income: The element should clarify if the Affordable Housing Overlay which allows up to 30 units per acre applies to these sites. If not, the element must include an analysis evaluating the appropriateness of zoning to accommodate housing affordable to lower -income households. The analysis should be based on factors such as market demand, development experience within zones, and specifically address the impacts of density on financial feasibility. For communities with densities that meet specific standards (at least 30 units per acre for Temecula), this analysis is not required. Large Sites: Sites larger than ten acres in size are deemed inadequate to accommodate housing for lower -income housing unless it is demonstrated that sites of equivalent size were successfully developed during the prior planning period for an equivalent number of lower -income housing units as projected for the site or unless the housing element describes other evidence to HCD that the site is adequate to accommodate lower -income housing. (Gov. Code, § 65583.2, subd. (c)(2)(A).) For example, a site with a proposed and approved housing development that contains units affordable to lower -income households would be an appropriate site to accommodate housing for lower -income households. (Gov. Code, § 65583.2, subd. (c)(2)(C).) In addition, p. HBR 128 states that two of the large sites are City -owned. The element must identify which sites are owned by the City and include the potential schedule for development. The element must also include a description of whether Review of the City of Temecula 6th Cycle Draft Housing Element Page 4 December 3, 2021 there are any plans to sell the property during the planning period and how the jurisdiction will comply with the Surplus Land Act Article 8 (commencing with Section 54220) of Chapter 5 of Part 1 of Division 2 of Title 5. Availability of Infrastructure: While the element describes water and sewer infrastructure capacity (pg. HBR 106), it must also demonstrate sufficient existing or planned dry utilities, including the availability and access to distribution facilities to accommodate the City's RHNA. The element must also clarify that there is sufficient current or planned water and sewer capacity to meet the RHNA in all specific plans. Environmental Constraints: While the element generally describes environmental conditions within the City (pg. HBR 111), it must relate those conditions to identified sites within the inventory and describe any other known environmental or other constraints that could impact housing development on identified sites in the planning period. Accessory Dwelling Units: The element assumes an ADU build out of 18 ADU and/or junior accessory dwelling unit (JADU) per year based upon the City's 2020 production. Given that the City has only produced an average of 6 units per year since 2018, it is not clear if this production level will be achievable in the planning period. As a result, the element should be updated to include a realistic estimate of the potential for ADUs and include policies and programs that incentivize the production of ADUs. Depending on the analysis, the element must commit to monitor ADU production throughout the course of the planning period and implement additional actions if not meeting target numbers anticipated in the housing element. In addition to monitoring production, this program should also monitor affordability. Additional actions, if necessary, should be taken in a timely manner (e.g., within six months). Finally, if necessary, the degree of additional actions should be in stride with the degree of the gap in production and affordability. For example, if actual production and affordability of ADUs is far from anticipated trends, then rezoning or something similar would be an appropriate action. If actual production and affordability is near anticipated trends, then measures like outreach and marketing might be more appropriate. Zoning for a Variety of Housinc Types: • Emergency Shelters: While the element states emergency shelters are allowed by right in the Medium and High -Density Residential districts, the element must describe the development standards and requirements. In addition, the element must also demonstrate the zones have sufficient capacity to accommodate the identified housing need and analyze the access to services for zones that allow emergency shelters without conditions. In addition, the element must ensure the parking requirements meet AB 139. • Transitional Housing and Supportive Housing: The element describes the definition of transitional and supportive housing (p. HBR 95) but does not state whether the City complies. Transitional housing and supportive housing must be permitted as a residential use in all zones allowing residential uses and only subject to those restrictions that apply to other residential dwellings of the same type in the same zone. (Gov. Code, § 65583, subd. (a)(5).) The element must describe and analyze Review of the City of Temecula 6th Cycle Draft Housing Element Page 5 December 3, 2021 the City's transitional and supportive housing standards and codes and demonstrate consistency with Government Code section 65583, subdivision (a)(5) or add or revise programs which comply with the statutory requirements. Manufactured Housing: The element identifies manufactured homes as suitable housing in all of its residential zoning districts. However, the housing element must demonstrate the jurisdiction's zoning code allows and permits manufactured housing in the same manner and in the same zone as a conventional or stick -built structures are permitted pursuant to Government Code Section 65852.3. Agricultural Housing: The element must demonstrate zoning is consistent with the Employee Housing Act (Health and Safety Code, § 17000 et seq.), specifically, sections 17021.5 and 17021.6. Section 17021.5 requires employee housing for six or fewer employees to be treated as a single-family structure and permitted in the same manner as other dwellings of the same type in the same zone. Section 17021.6 requires employee housing consisting of no more than 12 units or 36 beds to be permitted in the same manner as other agricultural uses in the same zone. Single Room Occupancy (SRO): The element must clarify zoning that allows SRO units or add a program as appropriate. ADUs: The element must also clarify that ADUs are allowed in all zones that allow residential uses. 3. An analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels, including the types of housing identified in paragraph (1) of subdivision (c), and for persons with disabilities as identified in the analysis pursuant to paragraph (7), including land use controls, building codes and their enforcement, site improvements, fees and other exactions required of developers, and local processing and permit procedures. The analysis shall also demonstrate local efforts to remove governmental constraints that hinder the locality from meeting its share of the regional housing need in accordance with Government Code section 65584 and from meeting the need for housing for persons with disabilities, supportive housing, transitional housing, and emergency shelters identified pursuant to paragraph (7). Transitional housing and supportive housing shall be considered a residential use of property and shall be subject only to those restrictions that apply to other residential dwellings of the same type in the same zone. (Gov. Code, § 65583, subd. (a)(5).) Land -Use Controls: The element must identify and analyze all relevant land use controls impacts as potential constraints on a variety of housing types. The analysis should analyze land use controls independently and cumulatively with other land use controls including whether development standards impede the ability to achieve maximum allowable densities. Page HBR 75 lists target densities that are lower than the maximum density and states "The target density establishes a ceiling within the range which cannot be exceeded without Planning Commission/City Council approval." The element must clarify whether densities assumed in the sites inventory can be met without City Council approval and analyze whether this is a constraint and add a program as appropriate. In addition, Table 48 (HBR 80) lists zones that do not include minimum/maximum densities or Floor Area Ratios for the zones listed. The element Review of the City of Temecula 6th Cycle Draft Housing Element Page 6 December 3, 2021 must clarify whether residential development is allowed in these zones. In mixed -use overlay, the element must also clarify if residential development is allowed without a commercial component. Parking: The element must analyze the parking requirements (p. HBR 81) of two spaces for all residential dwelling units for properties with 12 or fewer units for its impact as a potential constraint on housing. Should the analysis determine the parking standards are a constraint on residential development, it must include a program to address or remove any identified constraints. Fees and Exactions: The element must describe all required fees for single family and multifamily housing development, including environmental and impact fees, and analyze their impact as potential constraints on housing supply and affordability. In addition, the element must clarify if all fees listed in Table 54 (HBR 99) are the same for single family and multifamily developments. For example, the analysis could identify the total amount of fees and their proportion to the development costs for both single family and multifamily housing. Density Bonus: The City's current density bonus ordinance should be reviewed for compliance with current state density bonus law. (Gov. Code, § 65915.) and programs should be added as appropriate. Local Ordinances: The element must specifically analyze locally adopted ordinances such as inclusionary ordinances or short-term rental ordinances that directly impact the cost and supply or residential development. The analysis should demonstrate local efforts to remove governmental constraints that hinder the locality from meeting its share of the regional housing need and from meeting the need for housing for persons with disabilities, supportive housing, transitional housing, and emergency shelters. Processing and Permit Procedures: While the element (p. HBR 104) includes some information about processing times, it should also describe the procedures for a typical single family and multifamily development. The analysis should address the approval body, the number of public hearing if any, approval findings and the element should describe how the standards of decision -making impact development certainty. Furthermore, the analysis should address impacts on housing cost, supply, timing and approval certainty. For example, the element (Table 57) should identify timeframes for conditional use permits, zoning changes, general plan amendments, site plan review, architectural/design review, parcel and tract maps, environmental impact reports and analyze approval findings for impacts on approval certainty, the presence of processes or guidelines to promote certainty and add or modify programs as appropriate. In addition, the element must analyze the difference in length of time to approve a single- family unit (four to six weeks) versus a multifamily unit (a minimum of a year) as a constraint on development. The element must also describe whether multifamily projects are required to have a discretionary hearing by City Council due to the size of the project (greater than 10,000 square feet) (p. HBR 104). Lastly, the element must address whether projects that are 100 percent affordable will be approved in the affordable housing overlay or whether they must be mixed -income projects (HBR 120). Review of the City of Temecula 6th Cycle Draft Housing Element Page 7 December 3, 2021 Specific Plan: The element must describe any process requirements to develop in the specific plan as well as the process to subdivide lots into developable parcels. Codes and Enforcement: The element must describe if there are any local amendments to the building code and their enforcement for impacts on housing supply and affordability. Zoning and Fees Transparenpx: The element must clarify its compliance with new transparency requirements for posting all zoning and development standards for each parcel on the jurisdiction's website pursuant to Government Code section 65940.1, subdivision (a)(1). Constraints on Housing for Persons with Disabilities: • Group Homes: The element must analyze and revise requirements for both group homes for six or fewer residents as well as group homes for seven or more residents. Group homes for six or fewer residents must be allowed by -right in all residential zones. While the element conditionally permits the use for residential care facilities serving seven or more persons in residential and commercial zones, the element must include the City's process for objectively approving the conditional use permit and the description of the compatibility findings. The element must include the decisions making criteria as an objective procedure. The element also states it requires the State Fire Marshal's approval for group homes of seven or more residents. The element must be revised to analyze the process as a potential constraint on housing for persons with disabilities and add or modify programs as appropriate to ensure zoning permits group homes objectively with approval certainty. • Reasonable Accommodation Procedure: While the element (p. HBR103) indicates the City does have a reasonable accommodation procedure, it must list the specific findings and requirements for requesting and granting a reasonable accommodation separate from the conditional use permit procedures. The procedure should not be limited to the installation of accessibility improvements and must provide reasonable accommodations to zoning and land -use requirements for housing for persons with disabilities. 4. An analysis of potential and actual nongovernmental constraints upon the maintenance, improvement, or development of housing for all income levels, including the availability of financing, the price of land, the cost of construction, the requests to develop housing at densities below those anticipated in the analysis required by subdivision (c) of Government Code section 65583.2, and the length of time between receiving approval for a housing development and submittal of an application for building permits for that housing development that hinder the construction of a locality's share of the regional housing need in accordance with Government Code section 65584. The analysis shall also demonstrate local efforts to remove nongovernmental constraints that create a gap between the locality's planning for the development of housing for all income levels and the construction of that housing. (Gov. Code, § Review of the City of Temecula 6th Cycle Draft Housing Element Page 8 December 3, 2021 65583, subd. (a)(6).) The element must contain an analysis of potential nongovernmental constraints including the following: Land Costs: Estimate the average cost per acre for single-family and multifamily zoned developable parcels. Availability of Financing: The element must include an analysis of whether housing financing, including private financing and government assistance programs, is generally available in the community. Developed Densities and Permit Times: The element must be revised to include analysis of requests to develop housing at densities below those anticipated, and the length of time between receiving approval for a housing development and submittal of an application for building permits that potentially hinder the construction of a locality's share of the regional housing need. 5. Analyze any special housing needs such as elderly, persons with disabilities, including a developmental disability; large families, farmworkers; families with female heads of households; and families and persons in need of emergency shelter. (Gov. Code, § 65583, subd. (a)(7).) Farmworker Housing: The element indicates that there are only 228 farmworkers employed farming occupations in the City. However, farmworkers from the broader area and those employed seasonally may have housing needs, including within the City's boundaries. As a result, the element should at least acknowledge the housing needs of permanent and seasonal farmworkers at a county -level (e.g., using USDA county -level farmworker data) and include programs as appropriate. 6. Analyze existing assisted housing developments that are eligible to change to nonlow- income housing uses during the next 10 years due to termination of subsidy contracts, mortgage prepayment, or expiration of use restrictions. (Gov. Code, § 65583, subd. (a) (9) through 65583(a) (9) (D).) While the element identifies 180 units for being at risk, the element lists four properties that are at -risk of expiring within the next 10 years for a total of 256 units. In addition, the element should describe any outreach to owners and interest in preserving the units identified. The element must identify local public agencies, public or private nonprofit corporations, and for -profit organizations with the legal and managerial capacity to acquire and manage at -risk projects pursuant to Government Code Section 65583, subdivision (a)(8)(C)). In addition, the element must list potential federal, state, and local funding sources that can be used to preserve the units. While the element analyzes the cost of replacement for units designated high risk, the element must analyze replacement costs for all units with expiring restrictions in the next ten years. Furthermore, the analysis should contain the following: Review of the City of Temecula 6th Cycle Draft Housing Element Page 9 December 3, 2021 Estimate the costs of producing new rental housing (comparable in size and rent levels to existing at -risk units) to replace units converting from affordable to market rate. The analysis should consider current land costs and either current construction costs (square footage rates for multifamily development) or the actual cost of recently completed units. Estimate the cost of preserving the identified assisted housing developments including acquisition and rehabilitation costs long-term affordability controls and project -based rent subsidies. A project -by -project rep lacement/preservation cost estimate is not required (Government Code Section 65583(a)(8)(B)). The element can make an assessment of the appropriate strategy (replace vs. preserve) based on sample cost estimates. C. Housing Programs Include a program which sets forth a schedule of actions during the planning period, each with a timeline for implementation, which may recognize that certain programs are ongoing, such that there will be beneficial impacts of the programs within the planning period, that the local government is undertaking or intends to undertake to implement the policies and achieve the goals and objectives of the Housing Element through the administration of land use and development controls, the provision of regulatory concessions and incentives, and the utilization of appropriate federal and state financing and subsidy programs when available. The program shall include an identification of the agencies and officials responsible for the implementation of the various actions. (Gov. Code, § 65583, subd. (c).) To address the program requirements of Gov. Code section 65583, subd. (c)(1-6), and to facilitate implementation, programs should include: (1) a description of the City's specific role in implementation; (2) all programs must be revised with discrete timelines (i.e. month and year); (3) objectives, quantified where appropriate; and (4) identification of responsible agencies and officials. Programs to be revised include the following: • Program 6 (Density Bonus Ordinance): The program must be revised to include outreach to developers as well as how often the law will be monitored for updates and potential revisions. • Program 7 (Land Assemblage and Affordable Housing Development): The program should be revised to include specific incentives to developers and include a how often outreach will occur within the planning period. • Program 10 (Mortgage Credit Certificate Program): The program must update when the certification program will be implemented. ■ Program 12 (Development Fees): The program should be updated to include outreach to developers and to revise the timeframe to include how often the program will be implemented within the planning period. • Program 13 (Expedite Processing of Affordable Housing Projects): The element must clarify when the objective criteria will be developed and adopted as well as include proactive outreach to developers. Review of the City of Temecula 6th Cycle Draft Housing Element Page 10 December 3, 2021 • Program 19 (Residential Improvement Program): The program must be revised to include how often the City will apply for funds throughout the planning period. 2. Identify actions that will be taken to make sites available during the planning period with appropriate zoning and development standards and with services and facilities to accommodate that portion of the city's or county's share of the regional housing need for each income level that could not be accommodated on sites identified in the inventory completed pursuant to paragraph (3) of subdivision (a) without rezoning, and to comply with the requirements of Government Code section 65584.09. Sites shall be identified as needed to facilitate and encourage the development of a variety of types of housing for all income levels, including multifamily rental housing, factory -built housing, mobilehomes, housing for agricultural employees, supportive housing, single - room occupancy units, emergency shelters, and transitional housing. (Gov. Code, § 65583, subd. (c)(1).) As noted in Finding B3, the element does not include a complete site analysis, therefore, the adequacy of sites and zoning were not established. Based on the results of a complete sites inventory and analysis, the City may need to add or revise programs to address a shortfall of sites or zoning available to encourage a variety of housing types. In addition, the element should be revised as follows: Previously Identified Nonvacant and Vacant Sites: While the element includes a policy regarding sites identified for lower income that were listed in previous elements, this must be revised as a program with a specific timeframe for implementation. If nonvacant sites identified in a prior adopted housing element or vacant sites identified in two or more consecutive planning periods, the sites are inadequate to accommodate housing for lower -income households unless: ■ The site's current zoning is appropriate for the development of housing affordable to lower -income households by either including analysis or meeting the appropriate density. See (Gov.Code section 65583.2, subdivision (c)(3)), and The site is subject to a housing element program that requires rezoning within three years of the beginning of the planning period to allow residential use by right for housing developments in which at least 20 percent of the units are affordable to lower income households (Gov. Code, § 65583.2, subd. (c).). Program 1 (Land Use Policy and Development _Capacity) : This program mentions utilizing credits for constructed units towards the RHNA. If the units were constructed before June 30, 2021 they cannot count toward the 6th cycle RHNA. In addition, the program must include how often the inventory will be monitored and updated. Program 3 Public Property Conversion to Housing Program): This program should include a schedule of actions to facilitate development on City owned sites during the planning period. For example, the program could include zoning, outreach with developers, incentives, fee waivers, priority processing, or financial assistance. Review of the City of Temecula 6th Cycle Draft Housing Element Page 11 December 3, 2021 Program 14 (Emergency Shelters and Transitional/Supportive Housin): As noted in Finding B.3, the element describes transitional housing as allowed in the same manner as emergency shelters, i.e., with a conditional use permit. However, transitional housing and supportive housing must be permitted as a residential use in all zones allowing residential uses and only subject to those restrictions that apply to other residential dwellings of the same type in the same zone. (Gov. Code, § 65583, subd. (a)(5).) The element must demonstrate consistency with Section 65583(a)(5) or add or revise programs which comply with the statutory requirements. In addition, this program must be implemented early in the planning period. Housing for Agricultural Employees: As mentioned in finding B3, if the zoning code is not consistent with the Employee Housing Act (Health and Safety Code, § 17000 et seq.), specifically, sections 17021.5 and 17021.6, the element must include a program to revise the zoning code. 3. The housing element shall contain programs which assist in the development of adequate housing to meet the needs of extremely low-, very low-, low- and moderate - income households. (Gov. Code, § 65583, subd. (c)(2).) Pro ram $(Housing for Extreme) Low -Income Households): While Program 8 identifies SRO units and efficiency housing units to assist in meeting the needs of extremely low-income (ELI) households, it does not address the identified needs of larger ELI households. The element must also confirm whether the identified program incentives are currently in place or if they need to be adopted within the planning period. 4. Address and, where appropriate and legally possible, remove governmental and nongovernmental constraints to the maintenance, improvement, and development of housing, including housing for all income levels and housing for persons with disabilities. The program shall remove constraints to, and provide reasonable accommodations for housing designed for, intended for occupancy by, or with supportive services for, persons with disabilities. (Gov. Code, § 65583, subd. (c)(3).) As noted in Finding(s) B.4 and B.5, the element requires a complete analysis of potential governmental and nongovernmental constraints. Depending upon the results of that analysis, the City may need to revise or add programs and address and remove or mitigate any identified constraints. In addition, the following must be addressed: Program 9 (Special Needs Housing Construction): The program should be revised to specifically list which special needs groups are included and what incentives will be offered to developers. Pro ram 16 (Zoninci Code Amendments — Housing Constraints): This program must be revised to include permanent supportive housing by -right (AB 2162) as well as the residential care findings mentioned above in B.4. Review of the City of Temecula 6t' Cycle Draft Housing Element Page 12 December 3, 2021 Program to Mitigate Nongovernmental Constraints: The element must be revised to include a program that mitigates nongovernmental constraints that create a gap in the jurisdictions ability to meet RHNA by income category (Gov. Code, § 65583.2, subd. (c)(3).). 5. Promote and affirmatively further fair housing opportunities and promote housing throughout the community or communities for all persons regardless of race, religion, sex, marital status, ancestry, national origin, color, familial status, or disability, and other characteristics protected by the California Fair Employment and Housing Act (Part 2.8 (commencing with Section 12900) of Division 3 of Title 2), Section 65008, and any other state and federal fair housing and planning law. (Gov. Code, § 65583, subd. (c) (5).) While the element includes Program 22 (Equal Housing Opportunity), the program should be revised to commit to annual outreach, enforcement, and education. In addition, programs throughout the element should be revised to integrate the fair housing analysis. Actions must have specific commitment, metrics and milestones as appropriate and must address housing mobility enhancement, new housing choices and affordability in high opportunity areas, place -based strategies for community preservation and revitalization and displacement protection. 6. The housing program shall preserve for low-income household the assisted housing developments identified pursuant to paragraph (9) of subdivision (a). The program for preservation of the assisted housing developments shall utilize, to the extent necessary, all available federal, state, and local financing and subsidy programs identified in paragraph (9) of subdivision (a), except where a community has other urgent needs for which alternative funding sources are not available. The program may include strategies that involve local regulation and technical assistance. (Gov. Code, § 65583, subd. (c)(6).) Program 17 Preserve At -Risk Housin Units): The program must be revised to include specific and proactive actions to preserve the at -risk units in addition to monitoring. In addition, the element should revise (c) tenant education, to include current State Preservation Notice Law (Gov. Code 65863.10, 65863.11, 65863.13) which requires owners to provide tenants and affected public entities (including the City) notices regarding expiring rental restrictions starting three years before expiration. 7. Develop a plan that incentivizes and promotes the creation of accessory dwelling units that can be offered at affordable rent, as defined in Section 50053 of the Health and Safety Code, for very low, low-, or moderate -income households. For purposes of this paragraph, "accessory dwelling units" has the same meaning as "accessory dwelling unit" as defined in paragraph (4) of subdivision (i) of Section 65852.2. (Gov. Code, § 65583, subd. (c)(7).) While the element includes Program 5 (ADUs), the City should provide specific incentives to promote the development. In addition, the timeframe should be revised to Review of the City of Temecula 6th Cycle Draft Housing Element Page 13 December 3, 2021 include how often the City will monitor ADU production, as well as review and update the ordinance to comply with state law. D. Public Participation Local governments shall make a diligent effort to achieve public participation of all economic segments of the community in the development of the housing element, and the element shall describe this effort. (Gov. Code, § 65583, subd. (c) (8).) While appendix C tabulates general comments and goals from public comments, the element must also include the missing summary of public participation (p. HBR 6). In addition, the element must include information on whether the housing survey was available in multiple languages and how public comments were incorporated. Review of the City of Temecula 6th Cycle Draft Housing Element Page 14 December 3, 2021 EXHIBIT C DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT DIVISION OF HOUSING POLICY DEVELOPMENT 2020 W. El Camino Avenue, Suite 500 Sacramento, CA 95833 (916) 263-2911 / FAX (916) 263-7453 4v�vw. h�rl.ca.c,�o� December 15, 2022 Aaron Adams, City Manager City of Temecula 41000 Main Street Temecula, CA 92590 Dear Aaron Adams: RE: City of Temecula's 6t" Cycle (2021-2029) Adopted Housing Element Thank you for submitting the City of Temecula's (City) housing element adopted February 8, 2022 and received for review on October 17, 2022 along with revisions received on December 13, 2023. The revisions to the adopted housing element were authorized by Resolution No. 2022-12. The review was also facilitated by correspondence received on December 13, 2022. Pursuant to Government Code section 65585, subdivision (h), the California Department of Housing and Community Development (HCD) is reporting the results of its review. HCD is pleased to find the adopted housing element in full compliance with State Housing Element Law (Article 10.6 of the Gov. Code). The adopted element along with revisions addresses the statutory requirements described in HCD's April 11, 2022 review. HCD reminds the City that a copy of the updated adopted housing element including these revisions should posted wherever the housing element is available to the public. HCD requests notification upon posting. Additionally, the City must continue timely and effective implementation of all programs including but not limited to the following: ■ Program 1 Land Use Policy and Development Capacity: This program amend the approval process to increase approval certainty for projects seeking to achieve the maximum development capacity by 2025. • Program 6 Large Sites: This program commits the City to offer incentives for the development of affordable housing on large sites, which may include, but is not limited to: o Streamlining and expediting the approval process for land division for projects that include affordable housing units, o Deferral of fees related to the subdivision for projects affordable to lower - income households, and o Providing technical assistance to acquire funding by 2023. Aaron Adams, City Manager Page 2 • Program 17 Development Code Amendments — Housing Constraints: The City commits to update the development code to comply with state law including but not limited to employee housing, group homes, reasonable accommodation, and parking by June 2023. • Program 18 Provide Adequate Sites for Lower Income Households on Nonvacant and Vacant Sites Previously Identified: As confirmed via email correspondence on December 13, 2022, the City will continue to allow developments by -right on previously identified sites when 20 percent or more of the units are affordable to lower income households. • Program 25 Equal Housing Opportunity: This program will commit the City to actions identified across fair housing issues including increasing supply of affordable housing units, incentives to curb displacement and mitigating governmental constraints that limit access to housing across various housing element programs within the planning period. The City must monitor and report on the results of this and other programs through the annual progress report, required pursuant to Government Code section 65400. Please be aware, Government Code section 65585(i) grants HCD authority to review any action or failure to act by a local government that it determines is inconsistent with an adopted housing element or housing element law. This includes failure to implement program actions included in the housing element. HCD may revoke housing element compliance if the local government's actions do not comply with state law. Several federal, state, and regional funding programs consider housing element compliance as an eligibility or ranking criteria. For example, the CalTrans Senate Bill (SB) 1 Sustainable Communities grant; the Strategic Growth Council and HCD's Affordable Housing and Sustainable Communities programs; and HCD's Permanent Local Housing Allocation consider housing element compliance and/or annual reporting requirements pursuant to Government Code section 65400. With a compliant housing element, the City meets housing element requirements for these and other funding sources. HCD appreciates the time and effort the housing element update and review team has provided throughout the course of the housing element review. HCD wishes the City of Temecula success in implementing its housing element and looks forward to following its progress through the General Plan annual progress reports pursuant to Government Code section 65400. If HCD can provide assistance in implementing the housing element, please contact Tristan Lanza, of our staff, at tristan.lanza _hcd.ca_gov. Sincerely, /�&Z 15� Melinda Coy Proactive Housing Accountability Chief City of Temecula Community Development 41000 Main Street • Temecula, CA 92590 Phone (951) 694-6400 • Fax (951) 694-6477 • TemeculaCA.gov VIA -ELECTRONIC SUBMITTAL CEQAProces sing_gasrclkrec. com November 15, 2023 Supervising Legal Certification Clerk County of Riverside P.O. Box 751 Riverside, CA 92501-0751 SUBJECT: Filing of a Notice of Exemption for Long Range Application No. LR22-0664, Housing Element Implementation Ordinance and ADU Update Ordinance Dear Sir/Madam: Enclosed is the Notice of Exemption 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 Exemption required under Public Resources Code Section 21152 and 14 California Code Regulations 1507. 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. Also, please email a stamped copy of the Notice of Exemption within five working days after the 30-day posting to the email listed below. If you have any questions regarding this matter, please contact Mark Collins at email mark. collinskTemeculaCA. gov. Sincerely, Matt Peters Assistant Director of Community Development Attachments: Project Notice of Exemption Form County Administrative Filing Fee Receipt City of Temecula Community Development Planning Division Notice of Exemption 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 Project Title: Long Range Application No. LR22-0664, Housing Element Implementation Ordinance Description of An ordinance of the City Council of the City of Temecula amending Title 17 of the Temecula Project: Municipal Code implementing changes specified in the 6t' Cycle (2021-2029). The ordinance expands employee housing, agricultural employee housing, supportive housing, low barrier navigation center and transitional housing in all residential zones, commercial zones that permit multifamily residential uses or mixed use and Planned Development Overlays (PDO's). Additionally amends reasonable accommodation provisions, parking requirements for less than 12-unit multifamily projects, appeals procedures and limits public hearings for residential projects to five. Project Location: Citywide Applicant/Proponent: City of Temecula The City Council approved the above described project on November 14, 2023 and found that the project is exempt from the provisions of the California Environmental Quality Act, as amended. Exempt Status: (check one) ❑ Ministerial (Section 21080(b)(1); Section 15268); ❑ Categorical Exemption; (Section Number 15061 (b)(3)) ❑ Declared Emergency (Section 21080(b)(3); Section 15269(a)); ® Other: Section 15162 Subsequent EIRS and Negative ❑ Emergency Project (Section 21080(b)(4); Section 15269(b)(c)); Declarations and Public Resources Code Section ❑ Statutory Exemptions (Section Number: ) 21080.17 Statement of Reasons Supporting the Finding that the Project is Exempt: Pursuant to the California Environmental Quality Act ("CEQA') and the City's local CEQA Guidelines, the City Council has reviewed and considered the Final Environmental Impact Report ("FEIR') for the General Plan certified by the City Council on April 12, 2005 (State Clearinghouse No. 2003061041), including the impacts and mitigation measures identified therein. Staff has also reviewed Addendum 2021-01 to the FEIR which was prepared and adopted in connection with the City Council's adoption of the 2021-2029 Housing Element on February 8, 2022. These Ordinances implement the programs set forth in the certified Housing Element which the City Council committed to when it adopted the Housing Element. As such, this is an implementing action of an already approved project (adoption of the Housing Element), and no further environmental review is required. To the extent that any further environmental review is required, the City Council finds that none of the conditions in CEQA Guidelines Section 15162 are present to require the preparation of a subsequent EIR or an additional Addendum, and no additional environmental review is required. The adoption of this Ordinance does not result in any new or greater environmental impacts than were previously analyzed, disclosed, and mitigated since the adoption of this Ordinance was contemplated in the programs of the Housing Element. In addition, no new information of substantial importance has surfaced since the certification of the General Plan EIR or the adoption of Addendum 2021-01. Lastly, the ADUupdate Ordinance is exempt from CEQA per Public Resources Code Section 21080.17. Contact Person/Title: Mark Collins/Assistant Planner Phone Number: (951) 506-5172 Signature: Matt Peters, Assistant Director of Community Development Date received for filing at the County Clerk and Recorders Office: Date: Notice of Public Hearing 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 Project No. LR22-0664 Applicant: City of Temecula Location: Citywide Proposal: Housing Element Implementation Ordinance: Adopt an ordinance of the City Council of the City of Temecula amending Title 17 of the Temecula Municipal Code to implement the programs in the City's housing element by (1) adding definitions for agricultural employee housing, employee housing, family day care home, large family day care home, low barrier navigation center and small family day care home, (2) providing that employee housing and agricultural employee housing are permitted uses in the HR, RR, VL, L-1, L-2, LM, M, and H zones, (3) providing that residential care facilities for the elderly (seven or more) are permitted uses in the HR, RR, VL, L-1, L- 2, LM, HR-SM zones, (4) providing that residential care facilities (seven or more) are permitted uses in the HR, RR, VL, L-1, L-2, LM, M, and HR-SM zones, (5) providing that community care facilities are permitted in all residential zones, (6) adding supportive housing standards, (7) providing that supportive housing, transitional housing and low barrier navigation centers are permitted uses in the NC, CC, HT, SC, PO, PI, PDO-2, PDO-4r, PDO-5, PDO-6, PDO-7, PDO-10, and PDO-14 zones, (8) providing that transitional housing and supportive housing are a permitted use in the PDO-11, PDO-12 and PDO-15 zones, (9) updating emergency shelter parking standards, (10) revising reasonable accommodation regulations, (11) revising parking standards for multi -family residential uses with 12 units or less, (12) making other revisions to conform with changes in state law; and Accessory Dwelling Unit (ADU) Ordinance: Adopt an ordinance of the City Council of the City of Temecula amending Chapter 17.23 of Title 17 of the Temecula Municipal Code pertaining to ADU regulations and providing that ADU's are permitted in the PDO-5, PDO-7, PDO-9, PDO-10, PDO-11, PDO-12, and PDO-15 zones, and revising ADU regulations. Environmental Action: In accordance with the California Environmental Quality Act (CEQA), staff has determined that the proposed Housing Element Implementation Ordinance is exempt from further environmental review and is recommending that a Notice of Exemption be filed in compliance with CEQA (Section 15162). Additionally, staff has determined that the ADU Ordinance is exempt from environmental review pursuant to Public Resources Code section 21080.17 and is recommending that a Notice of Exemption be filed. PLACE OF HEARING: 41000 Main St., Temecula, CA 92590, City of Temecula, Council Chambers DATE OF HEARING: November 14, 2023 TIME OF HEARING: 6:00 PM 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. Questions concerning the project(s) may be addressed to Mark Collins, City of Temecula Community Development Department, (951) 506-5172. Item No. 17 CITY OF TEMECULA AGENDA REPORT TO: City Council FROM: Randi Johl, Director of Legislative Affairs/City Clerk DATE: November 14, 2023 SUBJECT: Approve Four City Council Protocol Manual Policies (At the Request of Subcommittee Members Alexander and Kalfus) PREPARED BY: Randi Johl, Director of Legislative Affairs/City Clerk RECOMMENDATION: That the City Council adopt a resolution entitled: RESOLUTION NO. A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ADOPTING FOUR CITY COUNCIL POLICIES GOVERNING THE OPERATIONS OF THE CITY COUNCIL FOR INCLUSION IN THE CITY COUNCIL PROTOCOL MANUAL BACKGROUND: The City Council approved the creation of a City Council Protocol Manual on July 14, 2020 as a part of its multi -phased, multi -year Race, Equity, Diversity and Inclusion (REDI) Initiative. The general policy content of the City Council Protocol Manual was approved on July 13, 2021. On August 24, 2021, the City Council requested that the preparation of City Council Policies relating to the Code of Conduct, Rules of Order, Agenda Placement, Request of Staff, and Public Participation In Meetings be expedited. Those policies were adopted on September 28, 2021. On January 10, 2023, the City Council approved a Public Recognitions Policy and appointed an ad hoc Council Protocol Manual Subcommittee to guide staff in the preparation of additional policies for adoption into the manual. On March 12, 2023 the City Council adopted a revised policy related to Agenda Placement. On May 23, 2023, the City Council adopted three policies related to General Law City, Council -Manager Form of Government, Role of Mayor, Mayor Pro Tempore and Council. The Selection of Mayor and Mayor Pro Tempore policy was not adopted. On October 24, 2023, the City Council adopted five policies related to City Letterhead and Seal, Complimentary Tickets, Electronic Communications and Technology Resources, State Mandated Training, and Conflicts of Interest and provided general direction regarding a Code of Ethics. In consultation with the Council Protocol Manual Subcommittee (Council Members Alexander and Kalfus) the next four polices are now ready for consideration by the full City Council. The policies relate to (1) Appointments to Internal/External Committees, (2) Compensation and/or Stipend, (3) Code of Ethics and (4) Elected Official Travel and Reimbursement and approval is recommended. FISCAL IMPACT: None ATTACHMENTS: 1. Resolution 2. Exhibit A — Appointments to Internal/External Committees 3. Exhibit B — Compensation and/or Stipend 4. Exhibit C — Code of Ethics 5. Exhibit D — Elected Official Travel and Reimbursement RESOLUTION NO. 2023- A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF TEMECULA ADOPTING FOUR CITY COUNCIL POLICIES GOVERNING THE OPERATIONS OF THE CITY COUNCIL FOR INCLUSION IN THE CITY COUNCIL PROTOCOL MANUAL THE CITY COUNCIL OF THE CITY OF TEMECULA DOES HEREBY RESOLVE AS FOLLOWS: Section 1. On July 14, 2020, the City Council approved the creation of a City Council Protocol Manual as a part of its multi -phased, multi -year Race, Equity, Diversity and Inclusion (REDI) Initiative. Section 2. On July 13, 2021, the City Council approved the general policy content of the City Council Protocol Manual. Section 3. The City Council adopted its first five policies on September 28, 2021 and a revised policy on March 23, 2023. Section 4. On January 10, 2023, the City Council approved a Public Recognitions Policy and appointed an ad hoc City Council Protocol Manual subcommittee to guide staff in the preparation of additional policies for adoption in a completed manual. Section 5. On March 12, 2023 the City Council adopted a revised policy related to agenda placement. Section 6. On May 23, 2023, the City Council adopted three policies related to General Law City, Council -Manager Form of Government, and Role of Mayor, Mayor Pro Tempore and Council. The Selection of Mayor and Mayor Pro Tempore policy was not adopted. Section 7. On October 24, 2023, the City Council adopted five policies related to Use of City Letterhead and Seal, Complimentary Ticket Use and Reporting, Use of Systems, Electronic Communications and Technology Resources, State Mandated Training and Conflict of Interest Laws. Section 8. The City Council hereby adopts the following policies for inclusion in the City Council Protocol Manual: 1. Exhibit A — Appointments to Internal/External Committees 2. Exhibit B — Compensation and/or Stipend 3. Exhibit C — Code of Ethics 4. Exhibit D — Elected Official Travel and Reimbursement Section 9. All prior resolutions in conflict with and superseded by this resolution are hereby rescinded. Section 10. 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 14t' day of November, 2023. Zak Schwank, Mayor ATTEST: Randi Johl, City Clerk [SEAL] CITY OF TEMECULA CITY COUNCIL POLICY Aft '1 . The Heart of Southern Califarnia wine Country Title: Appointment to Internal/External Committees Policy No. TBD Approved: November 14, 2023 Revised: N/A PURPOSE: The purpose of this City Council policy is to set forth the guidelines affiliated with the appointment of Council Members to internal and external committees. POLICY: The policy of the City Council with respect to the matter listed in the above -referenced title is as follows: Appointments to Committees The City of Temecula has several internal committees — ad hoc and standing — on which the City Council serve. Under the Brown Act, which is codified in the Government Code, a "standing committee" is one that has "continuing subject matter jurisdiction, or a meeting schedule fixed by charter, ordinance, resolution or formal action of a legislative body." An "ad hoc committee" is one that has limited subject matter jurisdiction, typically one topic, and meets for such time as to complete a limited purpose. The Brown Act applies to all standing committee meetings and relevant staff ensure noticing requirements are met. Appointments to external committees may include Western Riverside County Regional Conservation, Riverside County Habitat Conservation Agency Board, Riverside County Transportation Commission, Riverside Transit Agency, Western Riverside Council of Governments, League of California Cities, National League of Cities, and Pechanga Tribal Council Liaison among others. The City Council makes appointments to its internal and external committees in January of each year. Two members are publicly appointed to each committee by a majority vote of the Council. Members may be appointed based on interest, continuity, availability, and/or any other reason. Members serve for the full calendar year in which they are appointed. In the event of a vacancy, another member may be appointed by majority vote of the City Council when the vacancy occurs. Stipends for Committees There are no stipends provided by the City of Temecula for any committee service on internal ad hoc and/or standing committees. For external committees, the corresponding regional agency (i.e., Riverside Transit Agency, Riverside Conservation Authority, etc.) may provide a stipend per month and/or meeting for service on their respective committee. Such appointments and related stipends are reportable pursuant to Fair Political Practices Commission Regulation 18702.5. The City Clerk's office is responsible for posting Form 806 listing paid appointed positions as required pursuant to law. CITY OF TEMECULA CITY COUNCIL POLICY Aft '1 . The Heart of Southern Califarnia wine Country Title: Compensation and/or Stipend Policy No. TBD Approved: November 14, 2023 Revised: N/A PURPOSE: The purpose of this City Council policy is to set forth the requirements related to Council compensation and/or stipends as codified in the Government Code and the Temecula Municipal Code. POLICY: The policy of the City Council with respect to the matter listed in the above -referenced title is as follows: The City of Temecula is a general law city formed under the laws of the State of California. The City Council compensation schedule for general law cities is set forth in Government Code Section 36516 et seq. Current City Council compensation is $600 per month pursuant to Temecula Municipal Code Section 2.04.050. City Council compensation was last adjusted in October 2023 via Ordinance No. 2023-08. Ordinance No. 2023-08 reset the compensation from $600 to $1,900 per month pursuant to Senate Bill 329. On June 29, 2023, Senate Bill 329 (SB 329) was signed into law setting forth a new compensation schedule for City Council members. SB 329 declared that the compensation schedule for general law cities had not been adjusted since 1984, indicating compensation had not kept pace with inflation. The Legislature also declared that compensation adjustments for inflation may help city councils become more diverse allowing individuals from across different income levels to serve the public and support their families. SB 329 was permissive and not mandatory. SB 329 increased the maximum amount of City Council salaries based upon population size, permitted adjustments by ordinance at two public meetings, and allowed for additional modification under specific circumstances. Automatic adjustments for CPI were prohibited. For cities 75,000 - 150,000 in population, maximum compensation was set at one thousand nine hundred dollars ($1,900) per month. While SB 329 set forth an alternative calculation to the $1,900 amount based on a maximum 5% increase per year from the date of the last adjustment (2003-2023=20 years), this amount was $1,200, and less than the $1,900 amount set by population. As such, the $1,900 amount remained the maximum cap for compensation adjustment at the time Ordinance 2023-08 was adopted. Ordinance No. 2023-08 will become effective after the results of the November 2024 general municipal election is certified by the City Council of the City of Temecula. A copy of Ordinance No. 2023-08 is attached as Exhibit A. CITY OF TEMECULA CITY COUNCIL POLICY Aft '1 . The Heart of Southern Califarnia Wine Country Title: Code of Ethics Policy No. TBD Approved: November 14, 2023 Revised: N/A PURPOSE: The purpose of this City Council policy is to set forth the Code of Ethics for the City Council of the City of Temecula. POLICY: The policy of the City Council with respect to the matter listed in the above -referenced title is as follows: CITY CODE OF ETHICS Preamble The citizens of the City of Temecula are entitled to responsible, fair and honest city government that operates in an atmosphere of respect and civility. Accordingly, the Temecula City Council has adopted this code to: 1. Describe the standards of behavior to which its leaders and staff aspire. 2. Provide an ongoing source of guidance to elected leaders, city officials and staff in their day-to- day service to the city. 3. Promote and maintain a culture of ethics. Pledge On November 14, 2023, the City Council of the City of Temecula adopted this City Code of Ethics, which applies to all City employees, officers, commissions, and elected or appointed officials and requires the following pledge: Responsibilitv • 1 understand that the community expects me to serve with dignity and respect, as well as be an agent of the democratic process. I avoid actions that might cause the public to question my independent judgment. I do not use my office or the resources of the city for personal or political gain. • 1 am a prudent steward of public resources and actively consider the impact of my decisions on the financial and social stability of the city and its citizens. Fairness • I promote consistency, equity and non-discrimination in public agency decision -making. • I make decisions based on the merits of an issue, including research and facts. • 1 encourage diverse public engagement in our decision -making processes and support the public's right to have access to public information concerning the conduct of the City's business. Respect • 1 treat my fellow city officials, staff, commission members and the public with patience, courtesy, civility, and respect, even when we disagree on what is best for the community and its citizens. Honesty • I am honest with all elected officials, staff, commission members, boards, the public and others. • I am prepared to make decisions when necessary for the public's best interest, whether those decisions are popular or not. • I take responsibility for my actions, even when it is uncomfortable to do so. In addition, the City Council commits to the following core values: 1. As a representative of the City of Temecula, in practice, this value looks like: I will be ethical. 2. As a representative of the City of Temecula, I will be professional. 3. As a representative of the City of Temecula, I will be service -oriented. 4. As a representative of the City of Temecula, I will be fiscally responsible. 5. As a representative of the City of Temecula, I will be organized. 6. As a representative of the City of Temecula, I will be communicative. 7. As a representative of the City of Temecula, I will be collaborative. 8. As a representative of the City of Temecula, I will be innovative. CITY OF TEMECULA CITY COUNCIL POLICY Aft '1 . The Heart of Southern Califarnia Wine Country Title: Elected Official Travel and Reimbursement Policy No. TBD Approved: November 14, 2023 Revised: N/A PURPOSE: The purpose of this City Council policy is to establish responsibilities and guidelines for elected officials when attending business or professional conferences, training seminars or other travel on City business. It is the intent of the City of Temecula to assure compliance with all state and federal laws, including United States Internal Revenue Service regulations and Assembly Bill 1234 (2005). POLICY: The policy of the City Council with respect to the matter listed in the above -referenced title is as follows: In general, all reimbursements to elected officials are a use of public funds. The City expects to reimburse reasonable costs incurred by elected officials when traveling on City business, and elected officials are expected to use good judgment in their expenditure of public funds. Reimbursement of business -related expenses paid to elected officials is generally tax-free; however, elected officials must substantiate the expenses with original receipts. A detailed record of all reimbursable expenses incurred during the travel must be submitted on a City Travel/Expense Form. A. DEFINITIONS 1. Business Travel - authorized attendance at conferences, meetings, and seminars or authorized travel for any other purpose in connection with official City responsibilities. Business travel includes day trips and trips requiring one or more overnight stays in connection with official representation of the City to do the following: a. Communicate with representatives of regional, state and national government on City adopted policy positions. b. Attend trainings, seminars, symposiums, conferences, hearings, conventions or other meetings. c. Interview persons, inspect facilities or institutions, conduct surveys, and exchange professional information or otherwise travel for the benefit of the City. d. Act as host to persons who, for protocol reasons, merit appropriate courtesies. e. Participate in such other activities requiring expenditures for travel and/or subsistence as are clearly necessary to serve in the best interest of the City. 2. Business Travel Period — the time that is necessary to travel by the most cost effective and appropriate travel method to attend conferences, meetings, and seminars related to City business. Additional time required to travel as the result of alternative travel methods selected by elected officials are not included in the business travel period and expenses are not subject to reimbursement. 3. Local Travel - travel within a radius of fifty miles from Temecula City Hall. 4. Out -of -Town Travel - travel greater than fifty miles from Temecula City Hall. 5. Mileage Allowance - the reimbursement paid to the elected official for the use of their own personal vehicle during travel on official City business. The mileage reimbursement rate will be the prevailing rate established by the Internal Revenue Service (IRS). Elected officials receiving a monthly automobile allowance are not eligible to receive an additional mileage allowance. 6. Allowable Expense - an expenditure deemed by the U.S. General Services Administration (GSA) as a stand-alone expense that is fully reimbursable, and not included as an incidental expense under per diem rates. 7. Incidental Expense - federal travel regulations define "incidental expenses" as fees and tips given to porters, baggage carriers, bellhops, hotel maids, stewards and stewardesses and others; transportation between places of lodging or business and places where meals are taken; and the mailing cost associated with filing travel vouchers. B. PROVISIONS I. Approvals a. It is the policy of the City Council to publicly disclose and approve all requests for travel expense reimbursement from elected officials as a part of its approval for the List of Demands. If the travel is directly related to City business, defined as those legislative matters that fall within the jurisdiction of a local government municipality, such travel should be considered pre -approved for reimbursement. Any other requests for travel and subsequent reimbursement shall require pre -approval by the City Council. b. Any number of elected officials may attend conferences if the funds for such purposes are specifically provided for and included in the annual budget, and the number of attendees is justified in consideration of the additional cost. Any other requests for travel and subsequent reimbursement shall require pre - approval by the City Council. 2. Transportation a. Use of air, train, private car or bus shall be selected based on the most cost effective and appropriate method, taking into consideration distance as calculated by an internet mileage calculator such as MapQuest, and total costs to the City after all expense items are tabulated. Trips should be via the most direct and commonly traveled routes. Other routes may be authorized when official business requires their use. Costs associated with indirect routes, stops along the way for personal reasons, or extending the time beyond what is required for official business will not be paid for or reimbursed by the City. Once booked, changes to flights should be avoided whenever possible to minimize cost to the City. b. If an elected official wishes to drive rather than fly to a destination, and the official does not receive a monthly automobile allowance, the City will reimburse the elected official the lesser of the mileage rate to and from the site or the amount of the lowest cost airline coach fare within one week after the meeting or conference is booked plus the cost of mileage to and from the airport, the cost of long term parking, and the cost of transportation from the airport to the meeting or conference site for the time necessary for the business travel only. If parking fees are charged at the meeting or conference location due to the elected official driving their personal vehicle, the mileage and parking costs will be reimbursed up to the cost of the airfare, mileage, parking, and transportation costs listed above for the time necessary for business travel. The City will not cover the cost of additional expenditures such as meals, lodging, parking and any other costs incurred resulting from the additional time required to travel by automobile. c. Reimbursement for mileage shall be at the prevailing IRS established rate and mileage will be calculated from Temecula City Hall. Use of a privately owned vehicle on City business requires the driver to possess a valid California driver's license and to carry automobile insurance. Any damage to the vehicle or service repairs are of a personal nature, and are not reimbursable by the City, and the City shall assume no liability. Reimbursement will be based on the vehicle and not on the number attending (i.e., the owner of the vehicle will be paid and not the passengers). Mileage related to attending conferences or meetings requiring travel is submitted on the Travel Expense Form along with other conference or meeting expenses. Mileage not associated with travel, such as for local events, must be submitted monthly on a Mileage Reimbursement Form within 30 calendar days of the end of the month to be eligible for reimbursement. Such reimbursement is not available to those receiving a monthly automobile allowance. d. Expenditures deemed as an allowable expense by the GSA such as tolls, parking, internet service and checked baggage for airlines, will be fully reimbursed upon presentation of the original receipts for the period of travel time required for City business. If an elected official chooses to extend the trip for additional days, expenditures for these days will not be paid for or reimbursed by the City. The cost for valet parking will only be reimbursed if no lower cost self -parking was available. e. When the use of public air carrier transportation is approved, travel for all personnel shall be in coach class or equivalent service. Private automobile use to and from the airport shall be reimbursed for all miles at the current mileage rate. Long-term offsite parking must be used for travel exceeding 24 hours unless the onsite parking rate is lower. If, in lieu of parking at the airport, the elected official obtains a ride to and from the airport, the cost of the mileage for both round trips will be covered up to what the cost would have been for one round-trip plus the cost of long term parking for the required travel period. f. While traveling, the use of rental vehicles is discouraged. Shuttle services, buses, taxis, ride share, or car services, between airports and meeting locations will be covered. Rental vehicles shall only be permitted when no other transportation is available, or when alternate transportation would be more expensive or impractical. When rental vehicles are used, the least expensive vehicle practical shall be used, and car rental insurance must be purchased from the rental agency. Car rental fees will be covered only for the time required for the official travel. 3. Lodging a. Lodging shall be obtained at the most economical rate available for good quality accommodations. In general, the City will cover the cost of hotel accommodations at the standard room rate, government room rate, or conference attendee rate, whichever is less. Upgrades to accommodations are not covered and must be paid for directly by the elected official. 1) If lodging is in connection with a conference, lodging expenses must not exceed the group rate published by the conference sponsor for the meeting in question if such rates are available at the time of booking. 2) The City will pay for a single occupancy room (including taxes, parking and other allowable expenses) for as many nights as is necessary to attend the meeting or conference based on the applicable agenda. Any extension of time for personal use is not covered and must be paid for directly by the elected official. If attendance at an event that is not on the agenda is required resulting in additional lodging, meal or other costs, the elected official must attach a statement or other documentation outlining the time and purpose of the meeting attended to obtain reimbursement for the additional costs. Lodging will be provided to elected officials the night prior to the meeting or conference when flight schedules do not allow for arrival on the day of the event prior to the start. Lodging will be provided on the last day of the event only if the event ends late in the day and no return flights are available. Elected officials must cancel any reservation that will not be used. If the City is charged for an unused reservation, the elected official will be responsible for that charge unless circumstances requiring cancellation were reasonably beyond their control. b. An elected official may stay with a friend or relative while attending an out-of-town meeting or conference; however, the City will not reimburse the elected official for any payment to the friend or relative for lodging, meals or transportation. 4. Meals, Incidental and Allowable Expenses a. For trips requiring an overnight stay, the allowable cost of meals at a hotel, restaurant, cafeteria, cafe or deli consumed by the elected official while on required business travel will be reimbursed when documented by appropriate receipts. The cost includes non-alcoholic beverages, taxes and tip. Elected officials are not eligible to receive a per diem allowance. 1) Elected officials are eligible to receive reimbursement for actual costs of meals and incidental expenses to the maximum allowance under the GSA Per Diem Rate Schedule (www.gsa.gov) for the location where the meeting or conference took place calculated daily meaning that the meals in totality will be reimbursed up to the maximum allowable for the day, not on an individual meal basis. Partial days, including the first and last days of the conference or event will be prorated according to the GSA Per Diem Rate Schedule. Meals for spouses or guests must be paid for by the elected official and are not eligible for reimbursement. 2) When meals are provided during a conference, those meals must be subtracted out of the per diem rate allowed for the day using the GSA Per Diem Rate Schedule provisions for partial days for the location in which the meeting took place. The provision of a "Continental Breakfast" will not be counted as a meal provided for the purposes of this section. 3) Receipts must show the itemized meal and beverages. Credit card receipts with no detail are not acceptable documentation. 4) Other expenditures deemed by the GSA as an allowable expense (i.e., checked baggage for airlines) are reimbursable. 5) Elected officials are required to submit supporting documentation and receipts for all reimbursable purchases, including the elected official's name and the nature of the business. b. For trips not requiring overnight stays, the actual cost of meals at a hotel, restaurant, cafeteria, cafe or deli consumed by the elected official while on business travel will be reimbursed when documented by appropriate receipts. The actual cost includes non-alcoholic beverages, taxes and a 15% tip. 1) Receipts must show the itemized meal and should have the elected official's name and the nature of the business documented. 2) Reimbursement shall not exceed the daily meal limit amounts set above, regardless of the amount in receipts submitted. 3) Meals for travel under twenty-four hours may be taxed according to IRS regulations. 4) Elected officials will not be reimbursed for meals if the location of the meeting or conference is within the City, since the elected official could have the meal in the manner they normally choose. 5) Elected officials will not be reimbursed for meals which are already included in the conference registration fee. 6) If an elected official is attending a one -day seminar whereby lunch is not included in the price of the seminar, the reimbursement may not exceed the prevailing U.S. GSA lunch rate for the location in which the meeting took place. 5. Cash Advances and Credit Card Usage a. If an elected official requires a cash advance for travel expenditures related to City business, a cash advance of a minimum of one hundred ($100) dollars up to a maximum of one thousand five hundred ($1,500) dollars may be made to the elected official. 1) Authorization shall be in the form of a check request from the City Manager to the Finance Department. 2) Cash advances shall be restricted to a maximum of meal and incidental allowances as defined in Section 4. b. Approved cash advances should be submitted to the Finance Department three weeks prior to departure date. 1) The elected official will be notified by the Finance Department when the requested funds are available for pickup immediately prior to the dates of travel. 2) Receipt of a cash advance for travel expenses does not constitute pre -approval for the expenditure of the entire amount so advanced, as all expenditures must be reasonable, justified and approved. c. If an elected official has accepted a cash advance, a reconciliation of the advance payment must be made based on the actual expenses incurred as part of the expense report and submitted to the City within ten (10) calendar days of returning from the conference or meeting. 1) If actual expenses exceed the amount of the advance, any additional expenses will be reimbursed. 2) If actual expenses do not exceed the expense advance received, the elected official shall reimburse the City for the unused portion within ten (10) calendar days of filing the expense report. Any unreimbursed cash advance will be withheld from the elected official's next stipend. d. Elected officials may be issued a credit card by the City of Temecula. Such credit card is to be used for City business only as set forth in this policy (i.e., conference registration, lodging hotel, transportation, non -covered meals, meetings, etc.). Said credit card shall remain in the possession of the Executive Assistant to the City Council and shall be checked out from time to time when the need arises including when the elected official is traveling for City business. Use of the credit card remains subject to all other relevant provisions set forth in this policy, including the submittal of actual costs incurred by way of receipts separately and/or via the Travel/Expense Form. 6. Other Provisions a. Spouses and guests are permitted to accompany the elected official on City travel and at conferences, seminars, and meetings, except when such accompaniment would interfere with the conduct of City business. Any additional costs associated with the participation of the spouse or other guests are the sole responsibility of the elected official. b. If Internet access is necessary for City related business, the City will reimburse Internet access connection and/or usage fees away from home during the authorized business travel period. The rate must be listed as such on the invoice, so as not to be confused with other incidental costs. c. Baggage handling fees of a generally accepted, reasonable amount and gratuities of up to 15% will be reimbursed. 7. Unauthorized Expenses a. Items of a personal nature are not reimbursable, including movies, entertainment, premium television services, alcoholic beverages, snacks, gift certificates, laundering or dry-cleaning, spas, gyms, barbers, magazines, shoeshine, travel insurance, purchase of clothing or toiletries, loss of tickets, fines or traffic violations, non -mileage personal automobile expenses, including repairs, insurance or gasoline, personal losses incurred while on City business, excess baggage, spouse and/or guest accommodations, office equipment and other items of a personal nature. b. Spouses and guests are allowed to accompany the elected official on City travel and at conferences, seminars• and meetings when using public or private transportation. Any additional costs associated with the participation of the spouse or other guests are the sole responsibility of the elected official including any increased lodging rate due to double occupancy. Any increase in cost due to a spouse or guest accompanying an elected official is not to be charged to the City and must be paid for directly by the elected official. c. Expenses for which elected officials receive reimbursement from another agency are not reimbursable. d. If unauthorized expenses have been paid by the City, the elected official will be responsible for immediate reimbursement to the City by cash or personal check. If the payment has not been received within twenty (20) calendar days after the event, the amount due will be deducted from the elected official's next monthly stipend. C. TRAVEL/EXPENSE FORM 1. Upon return from the event, the elected official must submit an approved Travel/Expense Form to the Finance Department within ten (10) calendar days. This form itemizes all expenses associated with the event. All original receipts must be attached, as well as a copy of the conference schedule and/or itinerary. Electronic receipts will also be accepted. 2. Expense forms must document that the expenses in question meet the requirements of this policy. 3. If an elected official has lost a receipt for a travel -related item, a memo is required. The memo must include the following: a. Detailed explanation, such as time, activity, and reason for losing the receipt. b. Include all receipt information such as place, amount, date, and description of item. c. The elected official must sign the memo. D. Interpretation of Policy 1. The intent of the policy is to provide guidelines to cover the necessary costs associated with elected officials attending conferences and meetings related to, and for the benefit of, the City of Temecula in the most cost-effective manner. Fiscal prudence should prevail in the interpretation of the policy as it is impossible to cover every unique situation that may arise. Any disagreement as to how the policy should be applied should be referred to the City Manager. E. Violations of this Policy Use of public resources or falsifying expense reports in violation of this policy may result in any of the following: 1) loss of reimbursement privileges; 2) a demand for restitution to the City of Temecula; 3) the agency's reporting the expenses as income to the elected official to state and federal tax authorities; 4) civil penalties up to the maximum allowable by law; 5) prosecution for misuse of public resources. REQUESTS TO SPEAK REQUEST TO SPEAK CITY OF TEMECULA ,11), 1989 Date: i 1c 1 ipea"-,3 Public Comment: Non-Agenda Item: Ff Agenda Item: Future Agenda Item: Item Description or Item No. � _ ��\00/ a ( (s11���j � S`�`�s c� 0! IA /' ' 6. CetIG 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. f Name: �la ► ✓I � Phone Number: � Address: - v,�.c,t-( C/ 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 it ' ) 1989 Date: 1} ///1/2,b Public Comment: Non-Agenda Item: XAgenda 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 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. d 10 Name: iLn �V� LIA -0174 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. ``�107TEM,,cce. REQUEST TO SPEAK S.� CITY OF TEMECULA 19R9 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 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 rec�ord. Name:'1 V� 55 k- tDOv1v� I Phone Number: Address: Email address: If you are representing an organization or group, please give the name: u Please note that all information presented at a City Council meeting becomes public record. All information provided is optional. ,��°f TF" REQUEST TO SPEAK I CITY OF TEMECULA rNi.\x•\I.N'IrPP�µ`i 1�v V l 1 Date: 11 (()3 t,. Public Comment: Non-Agenda Item: Agenda Ite Future Agenda Item: 1 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 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. r Name: ()02— Bii,21 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. : " ,( REQUEST TO SPEAK CITY OF TEMECULA 1989 / / A 11 Date: I� 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 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: frA4J6 j4CEN �f-Y 1 P 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. REQUEST TO SPEAK i ft , 4 CITY OF TEMECULA 19x' Date: Public Comment: Non-Agenda Item:X Agenda Item: Future Agenda Item: Item Description or Item No. A) l C U frx ['Po 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.l1 Name: l!l' UJ 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. REQUEST TO SPEAK CITY OF TEMECULA 1989ift-A00( ' 1 ,►U,w/1 1 ^ 3 Date: �`Q1— Public Comment: Non-Agenda Item. Agenda Item: Future Agenda Item: U 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 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: Si a ! 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. °t "lE<<, REQUEST TO SPEAK .,, CITY OF TEMECULA '�'�., 1y7ty Date: I ( L 'l Public Comment: Non-Agenda Item: Agenda Item: )4Future 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 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: IAA)0 Ll ,V 1YYf/ly 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. "',, REQUEST TO SPEAK �,` 4� , CITY OF TEMECULA 1989 ( ((C-f 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 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: 6' I V a S S°C— U t1v_.6 S 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.