Atherton City Council
February 18, 2026

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

2. Common Entry. A common entry is a large opening that leads directly into a lobby or common space on the ground floor. A common entry shall comply with the following standards. See figure 17.59.030-6 (Common Entry Requirements).

Table 17.59.030.I.2-1. Common Entry Requirements
Common Entry
Minimum Maximum
Depth 2 feet 6 feet
Width 8 feet 16 feet
Height (Clear) 8 feet 14 feet
Weather protection shall be provided with a projection or recession with a minimum depth of four (4) feet.

A common entry shall provide access to all units located above the ground floor.

Figure 17.59.030-6. Common Entry Requirements

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

3. Stoop. A stoop is a small, raised entry that shall conform with the following standards.

See figure 17.59.030-7 (Stoop Requirements).

Table 17.59.030.I.3. Stoop Requirements
Stoop
Minimum Maximum
Depth (Landing) 3 feet 8 feet
Width (Landing) 5 feet 8 feet
Width (Stairs) 4 feet 8 feet
Height (Landing) 1 foot 4 feet
Weather protection shall be provided with a projection or recession for a minimum depth of twelve (12) inches.

A stoop shall provide direct access to no more than two (2) units.

Figure 17.59.030-7. Stoop Requirements

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

4. Frontage Court. A frontage court is an open-air space on the building frontage with primary entries oriented to the courtyard interior. A forecourt shall conform with the following standards. See figure 17.59.030-8 (Frontage Court Requirements).

Table 17.59.030.I.4. Frontage Court Requirements
Frontage Court
Minimum Maximum
Depth 15 feet 30 feet
Width 25 feet 50 feet
Height (above grade) No Minimum 1 foot
A frontage court shall provide direct access to no more than four (4) units.

The height of sidewalls facing the courtyard shall not exceed a 2:1 ratio to its depth or width.

Figure 17.59.030-8. Frontage Court Requirements

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

5. Terrace. A terrace is an elevated area for pedestrian circulation along a building frontage that provides access to one or more primary entries. See figure 17.59.030-9 (Terrace Requirements).

Table 17.59.030.I.5. Terrace Requirements
Terrace
Minimum Maximum
Depth 10 feet 24 feet
Height (above grade) 1 foot 3 feet
Height (wall or railing) 30 inches 42 inches
Terrace stairs shall be spaced no more than twenty-five (25) feet apart.

A terrace shall provide direct access to no more than four (4) units.

Figure 17.59.030-9. Terrace Requirements

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

6. Minimum window detail requirements are:
a. Windows shall be recessed at least two (2) inches from the exterior wall plane to the window glass. See figure 17.59.030-10 (Window Detail Requirements). b. Window sills shall project a minimum of two (2) inches from the surrounding exterior wall plane. See figure 17.59.030-10 (Window Detail Requirements).

Figure 17.59.030-10. Window Detail Requirements
c. Any window facing an R-1 lot, located on the second floor or higher, shall provide a minimum sill height of fifty-four (54) inches or translucent, but not transparent, glazing for any part of the window glass less than fifty-four (54) inches above the finished floor. See figure 17.59.030-11 (Window Privacy).

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

Figure 17.59.030-11. Window Privacy
d. Windows shall be vertically oriented and taller than they are wide. e. All privacy windows shall be translucent but not transparent, reflective glass is prohibited.

J. Façade Material Requirements

1. Prohibited Materials. The following materials shall be prohibited on any main building façade:
a. An exterior insulation finishing system (EIFS).
b. Aluminum lap siding
c. T1-11 siding
d. Vinyl siding

2. Materials and Color. Building materials shall meet the following requirements:
a. Any building façade shall use no more than three (3) colors and three (3) materials; window trim and fascia are excluded from this limit.
b. Heavier façade materials shall be placed beneath lighter materials.

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

c. Changes in building materials or color shall occur horizontally on the building façade, such as to differentiate a building base from a building middle, as per Section G.1, or at the inside corners of a building façade. See figure 17.59.030-12 (Change in Material)
Figure 17.59.030-12 Change in Material
K. Roof and Eave Details
Minimum roof and eave detail requirements are:

1. Roof eaves may encroach into any yard not to exceed a maximum of four (4) feet on the main building.

2. Roof parapets, when included, shall be a minimum of three (3) feet tall and may not exceed the maximum building height.

3. Any equipment placed on the rooftop of a building shall be screened entirely from view as seen from the finished grade.

L. Site Lighting
Minimum site lighting requirements are:

1. No exterior lighting element shall be placed above the height of eight (8) feet above the ground plane unless to illuminate a private habitable outdoor area or is required by the California Building Code. All exterior lighting shall be directed downward and fully

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

shielded to restrain light to a minimum thirty (30) degrees below the horizontal plane of the light source. Lighting shall be arranged so that the light will not shine directly onto any adjacent lot.

2. Up-lighting of trees and permanent lighting within trees is prohibited.

3. Interior lighting of all common areas shall be controlled by motion detecting controls programed to turn off no more than five (5) minutes after movement is no longer detected by the controlling device. Interior “common areas” are spaces used by multiple units generally for circulation purposes having exterior-facing windows.

M. Accessory Buildings and Structures
Where standards in this section conflict with chapter 17.40, the most restrictive standard shall apply.

1. Accessory Buildings. Accessory buildings shall not be allowed in a setback that faces a public right-of-way. Accessory buildings shall be set back from the lot line for a minimum of five (5) feet, or a minimum of fifteen (15) feet on a shared lot line with a lot with an R-1 zoning designation.

2. Trash and Recycling Enclosures.
a. Trash disposal and recycling areas shall be within an enclosure and shown on the site plan.
b. Each enclosure shall screen trash and recycling receptacles from public view. c. Trash and recycling enclosures shall be a minimum of six (6) feet and a maximum of eight (8) feet in height. The enclosure shall be constructed of solid wood or masonry painted the same color as the main building(s).
d. Trash and recycling enclosures shall have a gate and a roof. e. Trash and recycling enclosures are not permitted within any setback.

3. Mailboxes.
a. Mailboxes shall be clustered in a common centralized interior location that is part of or within twenty-five (25) feet of a main building.
b. Mailboxes shall be located outside of the public right-of-way.

N. Parking
Parking requirements are:

1. Vehicle Parking.
a. There is no minimum resident or guest parking requirement.

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

b. Total resident and guest parking shall not exceed one-and-a-quarter (1.25) spaces per unit.
c. Total resident and guest parking can be increased to a maximum of two (2) spaces per unit if all the resident and guest parking spaces are provided in a below-grade parking garage.
d. Parking areas shall not be located between the front of the building and the sidewalk. e. Surface parking areas shall be set back a minimum distance of five (5) feet from a side or rear lot line.

2. Parking Garage Design.
a. No more than twenty-five (25) percent of any ground floor façade shall be dedicated to garage openings.
b. Garaged parking that is above grade shall be screened from a public right-of-way with livable space that has a minimum depth of twenty (20) feet. Livable space shall include any multifamily housing use that does not include vehicle parking. c. Partially sub-grade parking shall not have an exposed façade that exceeds five (5) feet above grade and shall provide landscape screening with a minimum depth of ten (10) feet along the entire façade length.

3. Bicycle Parking.

Short-term bicycle parking shall be provided at a primary entry (Class II bicycle parking facility) that consists of racks that support the bicycle frame at two points and allow for the bicycle frame and one wheel to be locked to the rack with a U-lock.

Minimum bicycle parking requirements are:
a. Resident bicycle parking shall be provided at a minimum rate of one (1) bicycle parking space per every two (2)dwelling units.
b. Resident bicycle parking shall be covered within an interior storage room or with lockable enclosures that are permanently anchored.
c. Bicycle parking facilities shall be located on the ground floor. d. Bicycle parking facilities shall be located within twenty-five (25) feet of a public rightof-way. e. Bicycle parking that is placed below grade shall not be counted as floor area.

4. Vehicle Miles Travelled Analysis. Development proposals located in a high-VMT area shall include a VMT analysis that identifies travel demand management (TDM) measures and/or physical measures to reduce VMT impacts to less than significant. The VMT analysis shall use the City/County Association of Governments of San Mateo County (C/CAG) VMT Estimation Tool.

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

Atherton Municipal Code – SB 79 Ordinance (Administrative Draft) – February 2026

Chapter 17.60

DEFINITIONS
“Lot area, net” means the portion of gross site area remaining after deducting from the following:

1. Any portion of a lot within the right-of-way of an existing public or private street, road or access easement, except an emergency access street.

2. The portion of a flag lot constituting the access corridor lying between the front lot line and the frontage line at the street.
“Net habitable square footage” means the finished and heated floor area fully enclosed by the inside surface of walls, windows, doors, and partitions, and having a headroom of at least six and one-half feet, including working, living, eating, cooking, sleeping, stair, hall, service, and storage areas, but excluding garages, carports, parking spaces, cellars, half-stories, and unfinished attics and basements.
“Open space” means an area designed and accessible for outdoor living, recreation, and/or pedestrian access. Areas for parking, loading, or storage shall not be counted as open space. “Open space, common” means an outdoor area that is designed for the common use of residents within a development, is accessible to multiple dwelling units, and is not reserved for the exclusive use of any individual unit. Common open space includes courtyards, plazas, rooftop decks, and similar communal spaces, but does not include private balconies, patios, or rooftop decks assigned to individual units.
“Open space, private” means an outdoor area that is directly accessible from and reserved for the exclusive use of a single dwelling unit, such as a balcony, patio, or deck. Private open space does not include shared courtyards, common areas, required setbacks, or landscaped buffers.

Item No. 6
Town of Atherton
CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: ROBERT OVADIA, PUBLIC WORKS DIRECTOR
DATE: FEBRUARY 18, 2026
SUBJECT: AGREEMENT FOR EVENT MANAGEMENT SERVICES AT

HOLBROOK-PALMER PARK

RECOMMENDATION
It is recommended that the Council It is approve a services agreement with Cheat A Little Catering, of Burlingame, to provide event management services at Holbrook-Palmer Park; Direct the City Attorney to prepare the agreement; and Authorize the City Manager to sign the agreement.

BACKGROUND
Holbrook-Palmer Park, the Town’s only recreation site, consisting of 22-acres in a garden setting with indoor and outdoor facilities, including a ball field, tennis courts, playground, and gardens and walking paths. Significant structures available for rental include the Main House, Jennings Pavilion, and historic Carriage House.

The Main House is a classically designed home which includes a 700 square foot meeting room with a fireplace, two smaller rooms for breakout sessions or small conferences, and a fully equipped kitchen. The Jennings Pavilion was constructed in 1977 to accommodate larger groups for weddings, receptions, dinners, meetings and lectures. The room comfortably seats up to 150- theatre style and 80-100-classroom style. Dinner for 120-130 is served at round tables. The Carriage House provides a point of interest for Park visitors. The Carriage House is available for classes, dances, meetings, bridge and workshops. It seats 80 for lunch or dinner and 90 for meetings. Outdoor areas including the North Meadow, Water Tower Lawn and Event Garden that can be reserved with the buildings for outdoor events. Recent renovations include new flooring and painting at Jennings Pavilion and new flooring at the Main House.

Catered Too, Inc. began providing event management services for the Town in September 2021.

The services agreement was for an initial term of three (3) years, with a 30-day termination clause. Catered Too’s compensation was based on revenue generated through catering services associated with events at the park and included an exclusive catering arrangement for events with

HPP Event Management Services
FEBRUARY 18, 2026

more than 50 guests. On November 1, 2023, Catered Too advised the Town that they would stop providing event management services on December 31, 2023. They stated in their letter that since COVID-19, they have not seen the volume of business at the park needed for profitability.

Following the departure of CateredToo, staff initially utilized temporary staffing services to assist the coordination of events Holbrook-Palmer Park, including responding to customer inquiries, providing tours and showing available facilities, scheduling and booking events, coordinating payments and reporting on activities, while seeking a permanent vendor for event management services. Due to costs, rotation of temporary support, and issues related to consistency with temporary staffing, the determination was made to reduce the level of support and effort associated with event services and utilize Town staff on a limited basis until a Event Management services provider was selected.

The Town released a Request for Proposals on February 27, 2024, and again on August 14, 2024, and June 19, 2025, due to lack of responses. Responses to the most recent Event Management Services RFP were due by 2 pm on September 16, 2025. Two (2) proposals were received by the due date.

ANALYSIS
Proposals for Event Management Services were received from 1) Cheat A Little Catering, of Burlingame, and 2) Latinn & Asian Hospitality Group, of Campbell. Staff reviewed the proposal two proposals received and interviewed each vendor to clarify their proposals and understand their approach in managing events at the park. Though both companies are qualified, in review of the proposals and through the interview process, it was clear that their approaches were quite different. Key considerations and differences included the following:

Cheat A Little Catering Latin & Asian Hospitality Group Established 2005 2018
Owner’s Experience 20 + years 30+ years
Approach Managing event rentals as an
amenity to the Park rather than
as a primary revenue source.

Leverage their management of
the San Mateo Garden Center as
an avenue to share opportunities
at the Park.

Less of a lean on data/metrics.

Position Holbrook-Palmer Park as the
Peninsula’s boutique garden venue for
weddings, corporate retreats, and
community events—highlighting
capacity, amenities, and the Park’s
charm, with a goal to significantly
grow bookings at the park, including
corporate events.

Heavy lean on data and metrics.

Start up (first 3 mo) $3,000/mo n/a
Base Fee $1,625 Staffing/Administration $500/mo Marketing/Admin Fee Revenue Percentage
(to Town)
65% Tiered
< $100k = 25%

HPP Event Management Services
FEBRUARY 18, 2026

$100 – 150k = 27%
> $150k = 30%
Exclusive Catering > 50 guests = 10%
Other services = 15%
In-Kind Donation $3,000/year n/a
Venue Management San Mateo Garden Center since
2021
n/a
• Note - neither vendor is able to provide custodial service related to the rentals (before/after cleaning, including restrooms) as was included in previous agreements.

Following review of the proposals and vendor interviews, staff met with the Council Subcommittee to review the proposals, priorities for the park, and desired approach related to event management services. The Subcommittee confirmed staff’s initial assessment that event services is an amenity to the park and not a primary focus. As such, the use and enjoyment of the park as a passive recreational area is the priority and that event rentals, though desired, should not overrun park use. This indicated that Cheat A Little Catering was the preferred vendor.

The Subcommittee, along with the Deputy City Manager, visited the San Mateo Garden Center, met with Cheat-a-Little and had an opportunity to sample some of their menu offerings. The Subcommittee was satisfied with the food offerings and their approach and support an Event Management Services agreement with Cheat A Little Catering.

As noted above, the agreement would not include an exclusive catering provision, which would allow renters to utilize their preferred caterer for their events. Cheat A Little Catering would be responsible for day-to-day management of event services, ranging from fielding inquiries, scheduling showings and booking events, developing rental and revenue reports, and general oversight. They would have staff at the park a minimum of two days per week, with published hours of availability. They indicated that they would hire a new staff person that would dedicate approximately 24 hours per week for event management services at the park The initial contract term, as outlined in the RFP, is three (3) years, which can be extended upon written agreement by both parties for three (3) additional one-year terms for a total of six (6) years.

To compensate Cheat A Little Catering for contract startup and to manage events that have been secured prior to initiation of this contract, the Town would pay Cheat A Little Catering a service fee of $3,000 per month for three months. Cheat A Little Catering would then be compensated at the rate of $1,625 per month plus 35% of rental revenue generated at the park. Cheat A Little Catering would support up to 15 hours per month for Town events and provide the Town with a credit of up to $3,000 per year towards catering services.

FISCAL IMPACT

HPP Event Management Services
FEBRUARY 18, 2026

The costs related to the agreement are based on a base fee and a percentage of rental revenue generated. As outlined in the proposal, the fees would be $23,625 + 35% of revenue in year 1, decreasing to $19,500 + 35% revenue thereafter.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal A - Preserve Small Town Character & Quality of Life • Goal D - Be Forward Thinking

POLICY FOCUS
Policy focus should be on the intent of maintaining facility rentals and event management services for facilities at Holbrook-Palmer Park and teh best vendor to provide such services.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

1. Event Management Proposal – Cheat A Little Catering

2. Event Management Proposal – Latin & Asian Hospitality Group

3. Request for Proposals Dated June 19, 2025

Page | 1
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Prepared by:

Chief Executive Officer – Roddy Diaz Galarza
Latin & Asian Hospitality Group
Phone: (415) 583-3130 - (888) 885-1556
Address: 1402 Camden Avenue, Campbell, CA 95008
Date: August 31, 2025

PROPOSAL FOR EVENT MANAGEMENT

SERVICES AT HOLBROOK-PALMER PARK

Page | 2
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

TABLE OF CONTENTS

1. TRANSMITTAL LETTER AND EXPERIENCE ............................................................. 3

1.1 Ownership & Incorporation ............................................................................................ 5

1.2 Location of Contractor’s Office ...................................................................................... 5

1.3 Number of Employees .................................................................................................... 5

1.4 Contractor’s Point of Contact ......................................................................................... 5

1.5 Contractor Background/History ...................................................................................... 6

1.6 Contractor Qualifications ................................................................................................ 6

1.7 Length of Time Providing Services ................................................................................ 6

1.8 Disclosure of Litigation/Contract Failures...................................................................... 6

2. KEY PERSONNEL AND QUALIFICATIONS ................................................................ 7

2.1 Principal-In-Charge & Project Manager .......................................................................... 7

2.2 Operations Manager / Event Coordination Lead ............................................................. 8

2.3 Support Staff & Specialists .............................................................................................. 9

3. PAST EXPERIENCE AND REFERENCES: .................................................................... 9

4. UNDERSTANDING OF SCOPE OF WORK & WORK PLAN ..................................... 10

4.1 Work Plan / Approach .................................................................................................. 10

4.2 Business Plan for Marketing the Event Facilities ......................................................... 11

4.3 Ensuring Successful Operations of Facilities and Events ............................................. 12

4.4 Approach to Excellent Customer Service ..................................................................... 13

4.5 Flexibility in Meeting Client and Town Needs............................................................. 13

4.6 Coordination with Other Service Providers .................................................................. 13

4.7 Facility and Equipment Maintenance ........................................................................... 14

5. REVENUE SHARE PROPOSAL .................................................................................... 15

5.1 Proposed Structure ........................................................................................................ 15

5.2 Performance-Based Partnership: ................................................................................... 15

5.3 Agreement Term ........................................................................................................... 16

5.4 Benchmarking & Competitiveness ............................................................................... 16

5.5 Why Our Model Works for Atherton............................................................................ 16

5.6 Disclosure ..................................................................................................................... 17

6. KEY PERSONNEL RESUMES: ...................................................................................... 19

7. CERTIFICATIONS: ......................................................................................................... 22

Page | 3
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

1. TRANSMITTAL LETTER AND EXPERIENCE
Latin & Asian Hospitality Group – Samuel and Lucas Food Trucks Co.

Phone: (415) 583-3130 - (888) 885-1556
Address: 1402 Camden Avenue,
Campbell, CA 95008
Date: 31/08/2025
Town of Atherton - Office of the City Clerk
80 Fair Oaks Lane, Atherton, CA 94027
Subject: Proposal for Event Management Services at Holbrook-Palmer Park To the Town of Atherton Selection Committee,
On behalf of Latin & Asian Hospitality Group and Samuel and Lucas Food Trucks Company, we are pleased to submit this comprehensive proposal in response to your Request for Proposal for Event Management Services at the cherished Holbrook-Palmer Park.

Founded in 2018, our company has operated continuously under the same name and independent ownership, building a sterling reputation for excellence, integrity, and community partnership. We are a community-focused enterprise dedicated to sustainability, cultural inclusivity, and delivering exceptional, memorable event experiences.

Our Qualifications and Alignment with Your Requirements We understand the Town of Atherton seeks a proven, professional partner to steward its premier property. We are confident that our experience directly aligns with your needs:
• Proven Experience & Stability: We proudly meet and exceed the RFP’s requirement for a minimum of 3+ years of experience. With over seven years of continuous, successful operation, we have demonstrated a track record of stability and excellence in full-service event management. Our portfolio includes the successful execution of weddings, corporate

Page | 4
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
functions, cultural celebrations, and large-scale community gatherings, all of which require the precise coordination of venue logistics, catering, and client services that HolbrookPalmer Park demands. • Comprehensive Service Expertise: Our proposal encompasses the complete management of the Park’s event facilities—the Main House, Jennings Pavilion, and Carriage House.

Our services are designed to elevate the park as a sought-after destination and ensure seamless operations:
o Strategic Marketing & Outreach: We will implement a targeted marketing plan to attract a diverse clientele and maximize booking potential. o Venue Coordination & Logistics: From initial inquiry to day-of execution, our team manages all details, including setup, breakdown, and vendor coordination. o Exceptional Culinary Operations: We offer a unique and sophisticated culinary advantage through our fusion of Latin and Asian cuisines, artfully complemented by French, Italian, and Mediterranean influences. This diverse offering ensures we can cater to any palate and event theme.
o Day-to-Day Operations: We are committed to maintaining the pristine condition and historic integrity of the facilities through diligent oversight and care. • A Commitment to Partnership: We are not just a vendor; we aim to be a true partner to the Town of Atherton. We are committed to negotiating in good faith and operating with the highest standards of transparency, open communication, and collaborative problemsolving solutions. Our goal is to honor the park’s legacy while enhancing its value and accessibility to the community.

Latin & Asian Hospitality Group is deeply enthusiastic about the opportunity to contribute to the vibrant life of Atherton. We are confident that our unique blend of culinary artistry, operational expertise, and community-centric values makes us the ideal choice for this partnership.

Thank you for your time and consideration. We eagerly await the opportunity to discuss how we can bring our vision and commitment to Holbrook-Palmer Park.

Sincerely,

Page | 5
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
The Team at Latin & Asian Hospitality Group
Roddy Diaz and Liz Li
Manager / CEO
Latin & Asian Hospitality Group – Samuel and Lucas Food Trucks Company. 1402 Camden Avenue, Campbell, CA 95008
Phone: (415) 583-3130
Email: [email protected] – [email protected] Experience and Qualifications:

1.1 Ownership & Incorporation
Latin & Asian Hospitality Group and Samuel and Lucas Food Trucks Company are California S-Corporations owned and operated by Roddy Diaz Galarza and Zhijian (Liz) Li The company was established in 2018 and has operated continuously under this name since its inception.

1.2 Location of Contractor’s Office
Business Address: 1402 Camden Avenue, Campbell, CA 95008

1.3 Number of Employees
Our operational strength is provided by a core full-time team of 12, augmented by 20 part-time event staff. For Holbrook-Palmer Park, we will dedicate a core team of 1-3 key personnel— including a Project Manager, Marketing Lead, and Event Operations staff—who will be exclusively assigned to this contract. This structure guarantees focused management for the Town while providing full access to our broader team for catering and logistical support as needed for each event.

1.4 Contractor’s Point of Contact
Primary Contacts:

Roddy Diaz Galarza – Owner/Chief Executive Officer
Zhijian (Liz) Li – Co-Owner
Email: [email protected] – [email protected]

Page | 6
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Phone: (415) 583-3130
Mailing Address: 1402 Camden Avenue, Campbell, CA 95008

1.5 Contractor Background/History
Latin & Asian Hospitality Group began as a food truck and catering service in 2018, quickly expanding into event catering, full production events, arenas, venue coordination, and community event management.

Since then, we have provided services for:
• Weddings and private celebrations across the Bay Area • Large-scale community events supporting municipal and nonprofit organizations • Corporate functions for regional businesses and professional associations • Our reputation is built on quality service, cultural inclusivity, community engagement, and sustainable business practices.

1.6 Contractor Qualifications
Our company brings a comprehensive skill set aligned with the Town’s requirements:
• Full-service event management, including booking, scheduling, staffing, set-up, and tear-down • Professional marketing and outreach strategies to maximize facility bookings • Exclusive catering services with diverse, high-quality Latin, Asian, and International cuisines • Strong operational systems for client responsiveness, compliance, and financial reporting • Proven experience managing high-volume, multi-cultural events while ensuring client satisfaction and regulatory compliance

1.7 Length of Time Providing Services
Latin & Asian Hospitality Group has been providing event catering, venue coordination, and management services since 2018, backed by the owner's 30 years of experience.

We have evolved from a catering company into a full-service event management partner with expertise in venue oversight, event property management, client coordination, and marketing strategies.

1.8 Disclosure of Litigation/Contract Failures
Latin & Asian Hospitality Group affirms that:
• We have no prior or ongoing contract failures.
• We have no civil or criminal litigation involving the company or employees proposed for this contract.
• We have no investigations within the past five (5) years. • There are no conflicts of interest that would affect our ability to perform the anticipated work for the Town of Atherton.

Our valuable clients:

Page | 7
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Over the years, Latin & Asian Hospitality Group has had the privilege of serving a wide range of clients across community, corporate, and private events. Our clients value our commitment to exceptional service, creative cuisine, and seamless event execution. Below are a selection of representative clients whose events we have proudly supported:

2. KEY PERSONNEL AND QUALIFICATIONS

2.1 PRINCIPAL-IN-CHARGE & PROJECT MANAGER
Roddy Diaz Galarza – Owner/Chief Executive Officer
Education:

Bachelor of Business Administration, University of Phoenix (2011) Professional Experience:

Roddy Diaz has 20+ years of professional experience in catering, hospitality, and event management. He co-founded Latin & Asian Hospitality Group and Samuel and Lucas Food Trucks Company in 2018 and has since overseen its growth from a food truck and catering service into a full-service event management company.

Relevant Past Projects:
• Lead coordinator for large-scale cultural festivals and corporate events across Bay Area municipalities, managing 500–10,000 attendees.
• Oversaw corporate catering contracts with HP Customer Welcome Center, Google, and Stanford, including event setup, client engagement, and logistics. • Directed weddings and private celebrations, ensuring seamless event execution from booking through tear-down.

Page | 8
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Responsibilities for Town of Atherton Project:
• Serve as Principal-in-Charge and Project Manager for Holbrook-Palmer Park contract. • Oversee venue management and sales operations across Main House, Jennings Pavilion, and Carriage House.
• Direct client relations, scheduling, and financial oversight. • Supervise staffing, compliance, and reporting.

2.2 OPERATIONS MANAGER / PROPERTY MANAGEMENT
Zhijian (Liz) Li – Co-Owner & Operations Director
Education:

Master of Hospitality Management, Oxford Brookes University (2008) Business Foundation, Hastings College (2003)
Professional Experience:

Liz Li brings 15+ years of professional experience in operations, event coordination, and client management. She has played a central role in developing Latin & Asian Hospitality Group’s venue management systems, marketing strategies, and community partnerships.

Relevant Past Projects:
• Managed multi-location catering services for hotel clients and corporate events. • Developed and executed marketing campaigns to grow event bookings by 30% annually. • Coordinated venue operations, including scheduling, vendor management, and client liaison for weddings and corporate functions.

Responsibilities for the Town of Atherton Project:
• Oversee day-to-day event coordination at Holbrook-Palmer Park facilities. • Manage marketing and promotion, including social media, Google Ads, and corporate outreach.
• Coordinate property vendor partnerships.
• Ensure high-quality guest experiences through on-site supervision and client support.

Full Resumes in the Appendix

Page | 9
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

2.3 Support Staff & Specialists
• Event Operations Coordinator(s): To manage set-up, tear-down, rentals, décor, and vendor coordination.
• Marketing & Promotion Specialist: To implement the additional services value package (website, SEO, social media, photography, corporate networking). • Catering Team: Led by the executive chef and the captain's staff, providing Latin-Asian fusion cuisine with Mediterranean/European influences for exclusive events. • Administrative Staff: To support scheduling, invoicing, and reporting requirements.

3. PAST EXPERIENCE AND REFERENCES:

Client Name & Contact Contract Term Contract
Value
Staff Assigned
Client 1 Name: VTA
Contact: Stacey H. Ross
Address: 3331 N. First St.

San Jose, CA 95134
Phone: 408-464-7810
Email: [email protected]
6 months of operations
to provide meals to
3500 employees,
December 2024 to July
2025
$75,000 Operations manager
Chef onsite
Captain onsite
Delivery drivers
Coordinator
Client 2 Name: Enterprise Tech C.

Contact: Lynn Yang
Address: 100 Enterprise Way,
Scott’s Valley, CA 95066
Phone: 831-430-5100
Email:
[email protected]
Commercial kitchen
development, ongoing
catering, and event
services.

January 2019 to present
– We provide catering
to tenants.
$500,000 CEO
Accounting
Operations manager
Team of chefs
Day porter
Cleaning crew
Client 3: Los Altos History Museum
Contact: Lisa Porter
Address: 51 S. San Antonio Rd, Los
Altos, CA 94022
Preferred vendor
January 2023 to present
$100,000 Wedding planners
Wedding coordinator

Page | 10
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Phone: 650.948.9427 x12
Email: [email protected]
Event designer
Operations manager
We are confident that our past/current performance demonstrates our ability to successfully manage and deliver event services and venue operations of comparable size and complexity to those outlined in this RFP. The references provided reflect our proven track record of meeting client expectations, maintaining high standards of service quality, and fostering strong working relationships. We welcome the Town of Atherton to contact any of these references to confirm our capabilities and commitment to excellence further.

4. UNDERSTANDING OF SCOPE OF WORK & WORK PLAN
• Overview of the Town’s objectives:

The Town is seeking a long-term partner to handle marketing, booking, staffing, and managing events at Holbrook-Palmer Park’s Main House, Jennings Pavilion, and Carriage House—aiming to provide outstanding service, safeguard neighborhood quality of life, and create sustainable revenue for park operations and future improvements.
• Alignment of our services with the Town’s vision:

Latin & Asian Hospitality Group will manage both promotion (advertising, outreach, website updates) and operations (touring, booking, staffing, setup/cleanup) with an on-site presence, rapid client response, compliance with Town ordinances, and full records/reporting—exactly as called for in the Scope of Services.

4.1 Work Plan / Approach
Overall management approach.
• Centralize all bookings in the Town’s electronic calendar and/or our event software and maintain a complete 24-month horizon; deliver monthly calendar copies and activity reports with our invoice.
• Maintain on-site Event Manager presence at least two days/week (9 am–5 pm); respond to all inquiries within 24 hours; schedule tours within 72 hours.

Page | 11
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
• Adhere to the Town’s fee schedule, payment procedures, and all event-related ordinances (noise, parking, park use).

Phased work plan.

Timeline Key Activities
Days 0–20
(Mobilize)
• Set up calendars, templates, website integration, and SOPs • Internal corporate clients' campaigns and email blasts • Launch inquiry systems and set up photography, drone video, and 3D
• Collect any outstanding payments and check in with current events Days 31–90
(Stabilize)
• Execute multi-channel marketing campaigns with WeddingWire • Institute monthly reporting (events list, staff list, income statement, complaints log)
• Refine staffing matrix and equipment plans
Day 91+
(Optimize)
• Run quarterly marketing campaign sprints
• Conduct revenue and booking conversion reviews
• Submit maintenance/improvement recommendations to the Town’s Facilities Manager

4.2 Business Plan for Marketing the Event Facilities
Positioning & strategy:

Latin & Asian Hospitality Group will position Holbrook-Palmer Park as the Peninsula’s boutique garden venue for weddings, corporate retreats, and community events—highlighting capacity, amenities, and the Park’s charm.

Digital marketing.

Page | 12
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
• Website management & updates (content, photos, booking info) and professional outreach materials—a required Scope item we will exceed.
• SEO + Google Ads to capture venue-search traffic; social media (IG/FB/LinkedIn/X) showcasing real events and testimonials.
• Performance funnel: impressions → inquiries → tours (within 72 hours) → proposals → signed rentals; weekly review of drop-offs.

Networking & community engagement
• Ongoing relationships with planners, photographers, AV, décor, and corporate admins; targeted outreach to local orgs for schools, weddings, corporate meetings, and civic gatherings.

Growth targets & metrics
• 15–20% increase in rental bookings within two years, driven by our no-cost $2,000/month Value Package (web, social, ads/SEO, photography, networking). • KPIs: inquiries/tours, booking conversion, average rental hours, revenue by space, campaign ROI, satisfaction scores. Monthly roll-up in the Activity Report.

4.3 Ensuring Successful Operations of Facilities and Events • Booking & scheduling system
Latin & Asian Hospitality Group will use the Town calendar as the system of record or our software; tentative and firm holds are logged and visible to staff; monthly exports are completed within five business days.
• Staffing & onsite presence
Project Manager (Roddy Diaz) on site min. 2 days/week (9–5); trained event staff scheduled per event scope; 24-hour inquiry SLA; 72-hour tours.
• Town-sponsored events
Manage up to 15 hours/month of Town no-fee meetings/events at no charge, staffed and delivered to the same standard.
• Set-up, breakdown, restoration

Page | 13
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Complete setup/takedown for Town-owned equipment; interior cleanup for Main House, Carriage House, Jennings Pavilion; restore outdoor areas to pre-event condition.

4.4 Approach to Excellent Customer Service
• Responsiveness & communication
Latin & Asian Hospitality Group will maintain a 24-hour response policy, provide clear fee/policy guidance, and offer proactive itineraries along with day-of checklists. • Personalized care
Dedicated coordinator per event from inquiry to post-event debrief. • Inclusivity & cultural flexibility
Menu and program options that honor diverse traditions while aligning with Park rules. • Feedback & monitoring
Post-event surveys, monthly logs of any written complaints included in the Activity Report, and corrective actions are tracked.

4.5 Flexibility in Meeting Client and Town Needs
Latin & Asian Hospitality Group maintains adaptive staffing and vendor holds to allow lastminute changes, special requests, and seasonal/event-based adjustments (e.g., wedding season peaks, weekday civic meetings) without service degradation—explicitly supporting the RFP’s call for flexibility.

4.6 Coordination with Other Service Providers
• Vendor selection & partnerships:

Latin & Asian Hospitality Group will maintain and manage a qualified roster (AV, rentals, décor, floral, security, valet, photography).
• Performance monitoring:

Vendors reviewed against Town standards and our SLAs, with documented issues and prompt corrective action reported through monthly logs.
• Policy alignment:

Page | 14
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Vendors briefed on noise, parking, usage, fee schedule adherence, insurance, and safety expectations.
• Catering model
Latin & Asian Hospitality Group can provide catering services but will not be exclusive unless explicitly included in the compensation agreement with the Town; we will operate effectively under a non-exclusive vendor model.

4.7 Facility and Equipment Maintenance
• Inspections:

Pre/post-event checklists; report maintenance/repair needs promptly to the Town’s Contract Manager; submit capital improvement recommendations that enhance guest experience and revenue.
• Cleaning, setup, restoration:

Responsible for interior setup/operations/cleanup (Main House, Carriage House, Jennings Pavilion), as well as Town equipment set-up/takedown/storage, and outdoor area cleanup used during events—returned to pre-event status.
• Preventive maintenance & reporting:

The Monthly Activity Report includes staffing lists, income statements, and any warnings/citations; it is used to flag recurring facility needs. • Compliance:

Strict adherence to safety, OSHA, health department, and fire code/insurance requirements, as well as Town rules (e.g., one wedding per day, guest limits, noise ordinance).

Conclusion
Latin & Asian Hospitality Group is committed to transforming Holbrook-Palmer Park into a vibrant hub for community and private events. Our plan delivers professional marketing, flawless operations, and disciplined stewardship of Park facilities while honoring neighborhood standards and Town policies.

Expected outcomes

Page | 15
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Increased bookings and revenues, stronger community engagement, high client satisfaction, transparent reporting, and continuous improvement—measured through the KPIs and monthly reports outlined above.

5. REVENUE SHARE PROPOSAL
Latin & Asian Hospitality Group proposes a Growth Partnership Model that balances competitive returns for the Town with sustainable margins for operations. Our structure aligns with industry standards for municipal venue management while offering the Town a higher overall return than comparable venues.

5.1 Proposed Structure
Annual Gross Rental
Revenue
Town’s
Share of
Rental Fees
Catering
Revenue
(Exclusive >50
Guests)
Additional
Services Return
Notes
$0 – $100,000 25% 10% 15% Baseline
partnership year
$100,001 – $150,000 27% 10% 15% Growth incentive
tier
$150,001+ 30% 10% 15% Premium return for
Town
Marketing/Admin
Fee
$500/month Catering can help
manage costs
related to labor and
insurance, which are
extremely high.

We can also invest
in technology as a
rental to help us
win contracts.

Covers overhead,
branding &
outreach

5.2 Performance-Based Partnership:

Year Rental Revenue Threshold Town’s Share of Rental Fees Year 1 All revenue levels 25%
Year 2 If annual revenue exceeds $100,000 27%

Page | 16
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
Year 3+ If annual revenue exceeds $150,000 30%
This ensures that as the Park’s revenue grows, the Town’s share increases proportionally.

5.3 Agreement Term
• Initial Term: Three (3) years (permitted maximum under RFP). • Renewal: Up to three (3) additional one-year terms, subject to Town approval. • Mutual Growth: Partnership framework designed to reward success and maximize community benefit.

5.4 Benchmarking & Competitiveness
To demonstrate competitiveness, we benchmarked against similar regional venues:
• Redwood City: 25% facility rental + exclusive catering (12% back). • Palo Alto Community Centers: 30% rental + 15% catering commission. • San Mateo Parks: 22% base + performance bonuses.
• Private Event Venues (for reference): Typically, 40–60% to the management company, but they also carry all overhead, insurance, and utilities.

5.5 Why Our Model Works for Atherton
Town Benefits:
o Higher returns compared to Redwood City and San Mateo. o Incentivized growth model ensures increasing revenue share as usage expands. o Catering return (10%) ensures Town benefits from exclusive or non-exclusive food and beverage sales without discouraging clients with excessive commissions. o Additional services (15%) provide the Town with revenue from rentals, AV, décor, and other add-ons.

Contractor Benefits:
o Sustainable margins allow reinvestment into marketing, staff, and customer service. o Incentive-based structure motivates continuous booking growth with our own clients.

Market Competitive:
o Falls within industry standard ranges:
 Facility Rentals: 20–35% of gross rental fees.
 Catering Commissions: 5–15%.

Page | 17
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008
o Our model offers 25–30% rentals + 10% catering + 15% additional services, striking the right balance.
o Our model provides services to our corporate client base and all the platforms we use for bookings.

5.6 Disclosure
Latin & Asian Hospitality Group has conducted an internal review to identify any past, ongoing, or potential conflicts of interest related to the provision of event management services at HolbrookPalmer Park.

We confirm that:
• Our company has no past or current conflicts of interest that would interfere with the performance of this contract.
• We have no existing contractual obligations with any other municipal entity, private venue, or organization that would limit or restrict our ability to dedicate resources to the Town of Atherton.
• We have not been involved in any civil or criminal litigation, investigations, or contract failures within the past five (5) years that would affect our ability to deliver services under this agreement.
• None of our employees, officers, or proposed subcontractors have any financial interest or relationship with the Town of Atherton, its elected officials, or its staff that would create a conflict.

Latin & Asian Hospitality Group is committed to maintaining the highest standards of transparency, ethics, and professional conduct. Should any potential conflict of interest arise during the contract, we will promptly disclose it to the Town and work collaboratively to resolve it in accordance with applicable laws and Town policies.

Page | 18
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

Page | 19
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

6. KEY PERSONNEL RESUMES:

Page | 20
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

Page | 21
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

Page | 22
Phone: (415) 583-3130
Address: 1402 Camden Avenue, Campbell, CA 95008

7. CERTIFICATIONS:

CIT'Y OF CAMPBELL

BUSINESS LICENSE
"For Services Provided in the City of Campbell, California Only"OFCAMPBЕ Business Name
Business Location
Business Owner(s)

SAMUEL & LUCAS FOOD TRUCKS COMPANY
1402 CAMDEN AVE
CAMPBELL, CA 95008-6704

ZHIJIAN LI
THE
Business Type
2024-2025

TO BE POSTED IN A CONSPICUOUS PLACE
AND
License Number
NOT TRANSFERABLE OR ASSIGNABLE.

Established Date
Expiration Date
RETAIL: EATING PLACES
034339
September 28, 2022
August 31, 2025

THIS BUSINESS LICENSE DOES NOT PERMIT A

BUSINESS THAT IS OTHERWISE PROHIBITED
ORCHARD For all inquiries regarding this license, contact the Finanace Department at (408) 866-2174.

SAMUEL & LUCAS FOOD TRUCKS COMPANY:
09/01/2024 License Number: 034339 Date of Issue:

Thankyou foryourpayment on your City of Campbell Business License.ALL LICENSES MUST BE AVAILABLE FOR INSPECTION UPON REQUESt If you have questions concerning your business license, contact the Business Support Center via email at: or by telephone at (408) 866-2174.

Keep duplicate this
license. portion foryour license separate in case you need a replacement for any lost, stolen, or destroyed license.A fee may be charged for a replacement or This certificate does not entitle the holder to conduct business before complying with allrequirements of the City of Campbell's Municipal code and other applicable laws, nor to conduct business in a zone where conducting such business violates law.

If you have a fixed place of business within the City of Campbell please display the Business License above in a conspicuous place at the premises. Otherwise. every Business License holder not having a fixed place of business in the City shallkeep the Business License upon his or her person,or affixed in plain view any cart, vehicle,van or other movable structure or device at all times if required by the Ceep Starting January 1, 2021, Assembly Bill1 607 requires the prevention of gender-based discrimination of business establishments. A fullnotice is available in English or other languages by going to: https://www.dca.ca.gov/publications/ The carry person, firm, or corporation named above is granted this business license pursuant to the provisions of the City Business License Ordinances to engage in, on, or conduct the business, trade, calling, profession, exhibition, or occupation described above. Issuance of the license is not an endorsement, nor certification of compliance with other ordinances or laws,nor an assurance that the proposed use is in conformance with the city zoning regulations. This license is issued without verification that the licensee isOWNERSHIr subject to or exempt from the licensing by the State ofCalifornia. Valid only within the City ofCampbell city limits. CITY MUST BE NOTIFIED ON ANY CHANGE IN OWNERSHIP, LOCATION, OR CLOSURE ANNUAL TAX PAYMENT DUE ON OR BEFORE THE EXPIRATION

DISPLAY CONSPICUOUSLY AT PLACE OF BUSINESS FOR WHICH ISSUED

CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION

SELLER'S PERMIT
September 30, 2019

ACCOUNT NUMBER
225248384- 00001

LATIN ASIAN FUSION

SAMUEL & LUCAS FOOD TRUCKS COMPANY
121 WOODHILL DR # UNITEDSTATES
SCOTTS VALLEY CA 95066-4190

IS HEREBY AUTHORIZED PURSUANT TO SALES AND USE TAX LAW TO ENGAGE IN THE BUSINESS OF SELLING TANGIBLE PERSONAL PROPERTY AT THE ABOVE LOGATION. THIS PERMIT IS VALID ONLY AT THE ABOVE ADDRESS.

THIS PERMIT IS VALID UNTIL REVORED REVOKED ORO CANCELED CANCELED AND AND ISIS NOT NOT TRANSFERABLE. TRANSFERABLE. IFIF YOU Y SELL SELL YOUR YOUR BUSINESS BUSINESSOROR DROP DROP OUT OUT OF A PARTNERSHIP, NOTIFY US OR YOU COULD BE RESPONSIBLE FOR SALES AND USE TAXES OWED BY THE NEW OPERATOR OF THE BUSINESS.

EAL THE
REAT

ALIFORNI
Office of Control:

Salinas Branch Office
NOTICE TO PERMITTEE:

You are required to obey all
Federal and State laws that
regulate or control your
business. This permit does
not allow you toto do
otherwise.

Not valid at any other address
For general tax questions, please call our Customer Service Center at 1-800-400-7115 (TTY:711).

For information on your rights, contact the Taxpayers' Rights Advocate Office at 1-888-324-2798 or 1-916-324-2798.

CDTFA-442-R REV. 18 (5-18)

A MESSAGE TO OUR NEW PERMIT HOLDER
As a seller, you have rights and responsibilities under the Sales and Use Tax Law. In order to assist you in your endeavor and to better understand the law, we offer the following sources of help:

Visiting our website at www.cdtfa.ca.gov
Visiting an office
Attending a Basic Sales and Use Tax Law class offered at one of our offices Sending your questions in writing to any one of our offices Calling our toll-free Customer Service Center at 1-800-400-7115 (TTY:711) As a seller, you have the right to issue resale certificates for merchandise that you intend to resell. You also have the responsibility of not misusing resale certificates. While the sales tax is imposed upon the retailer, You have the right to seek reimbursement of the tax from your customer You are responsible for filing and paying your sales and use tax returns timely You have the right to be treated in a fair and equitable manner by the employees of the California Department of Tax and Fee Administration (CDTFA) You are responsible for following the regulations set forth by the CDTFA As a seller, you are expected to maintain the normal books and records of a prudent businessperson. You are required to maintain these books and records for no less than four years, and make them available for inspection by a CDTFA representative when requested. You are also required to know and charge the correct sales or use tax rate, including any local and district taxes. The tax rate applicable to your sales or use may not necessarily correspond to the tax rate of your business address displayed on this permit. You are also expected to notify us if you are buying, selling, adding a location, or discontinuing your business, adding or dropping a partner, officer, or member, or when you are moving any or all of your business locations. If it becomes necessary to surrender this permit, you should only do so by mailing it to a CDTFA office, or giving it to a CDTFA representative.

If you would like to know more about your rights as a taxpayer, or if you are unable to resolve an issue with CDTFA, please contact the Taxpayers' Rights Advocate Office for help by calling toll-free, 1-888-324-2798 or 1-916-324-2798. Their fax number is 1-916-323-3319.

Please post this permit at the address for which it was issued and at a location visible to your customers.

California Department of Tax and Fee Administration
Business Tax and Fee Division

BUSINESS TAX CERTIFICATE The business named below has registered with the City of Fremont for Business Tax The acceptance of the tax and the issuance of this Business Tax Certificate entitles the holder to operate a business in the City of Fremont. Acceptance of the tax and issuance of this Business Tax Ceritificate does not constitute evidence that such business is in compliance with zoning or other applicable regulations or laws. Business Name: LATIN ASIAN FUSION Business Location: 1402 CAMDEN AVE CAMPBELL, CA 95008-6704 Business Owner(s): SAMUEL AND LUCAS FOOD TRUCKS COMPANY

LATIN ASIAN FUSION
1402 CAMDEN AVE
CAMPBELL, CA 95008-6704

CITY OF FREMONT
Revenue Division
39550 Liberty Street
Fremont, California 94538
(510) 494-4790
BUSINESS TAX ACCOUNT #: 099914
Taxpayer I.D. #: 84-2738183
Expiration Date: March 31, 2026
Description: Fremont CATERING SERVICES IN

FREMONT

TO BE POSTED IN A CONSPICUOUS PLACE-NON TRANSFERABLE

AVENU INSIGHTS & ANALYTICS

TOWN OF ATHERTON BUSINESS LICENSING
373 EAST SHAW AVE BOX 367
FRESNO, CA 93710
Allherton CA

SAMUEL & LUCAS FOOD TRUCKS CO

DBA LATIN ASIAN FUSION KITCHEN
1402 CAMDEN AVE
CAMPBELL, CA 95008
Issued Date: 07/09/2025
Account #: 819928
Thank you for obtaining your Town of Atherton business license. Please detach the license below and post in a conspicuous place. If the business is not operating at a fixed place of business in the town, the license shall be kept on you at all times while transacting and carrying on the business for which it has been issued.

This license evidences that the person(s), firm or corporation named herein has paid the applicable tax required by the Town of Atherton Code for the period indicated above. The payment of a license tax required by the ordinance codified in this chapter and its acceptance by the town and the issuance of a license to any person shall not entitle the holder thereof to carry on any business in or on any building or premises when the carrying on of such business would be in violation of any other ordinances of the town. This license is issued without verification that the holder is subject to or exempted from licensing by the state, county, federal government or any other governmental agency. Sales or use tax may apply to your business activities. You may seek written advice regarding the application of tax to your particular business by writing to the nearest State Board of Equalization office.

For questions regarding your Town of Atherton business license, please call us toll free at (866) 240-3665 or email [email protected].

Thank you,
Avenu Insights & Analytics License Department
On behalf of the Town of Atherton
Tear along the perforated line to detach certificate
2025/2026 TOWN OF ATHERTON BUSINESS TAX LICENSE 2025/2026

NON-TRANSFERABLE - POST IN A CONSPICOUS PLACE
LICENSE #: 9940011453
ACCOUNT #: 819928
BUSINESS LOCATION: 1402 Camden Ave
Campbell, CA 95008-6704
LICENSE VALID: July 1, 2025
EXPIRATION DATE: June 30, 2026
RENEWAL DUE BY: July 1, 2026
OWNER: SAMUEL & LUCAS FOOD TRUCKS co CATEGORY: 00
BUSINESS NAME: CODE: 2
DESCRIPTION:

DBA LATIN ASIAN FUSION KITCHEN
CAT 2: FIRMS WITH 2+ EMPLOYEES (OWNER + ONE OR MORE EMPLOYEES)

THIS LICENSE DOES NOT PERMIT BUSINESS OPERATION UNLESS YOUR BUSINESS

IS PROPERLY ZONED AND/OR IN COMPLIANCE WITH ALL APPLICABLE LAWS/RULES This license is issued without verification that the holder is subject to or exempted from licensing by the State, County, Federal Government or any other government agency. Annual renewal form is mailed on or before expiration date stated above.

FY 2025-26 BUSINESS REGISTRATION CERTIFICATE

BUSINESS ACCOUNT NUMBER
1172587

TRADE NAME (DBA)

LATIN ASIAN FUSION

BUSINESS

SAMUEL AND LUCAS FOOD TRUCKS C

RENEW BY DATE
03-02-2026

LOCATION ID
1395267-07-251

EXPIRATION DATE
03-31-2026

BUSINESS LOCATION
1402 CAMDEN AVE

THIRD PARTY TAX COLLECTOR

PARKING TAX

SAMUEL AND LUCAS FOOD TRUCKS C
1402 CAMDEN AVE
CAMPBELL CA 95008

CITY AND COUNTY OF SAN FRANCISCO

OFFICE OF THE TREASURER & TAX COLLECTOR
DudAuts

TRANSIENT OCCUPANCY TAX
Read reverse side. To update addresses or to close a business, go to https://sftreasurer.org/business-account-update.

José Cisneros
Treasurer
David Augustine
Tax Collector

POST CLEARLY VISIBLE AT THIS BUSINESS LOCATION

THECOUNTY O

SANTA CLAR
1850
ENVIRONMENTAL HEALTH PERMIТ
PERMIT HOLDER IS RESPONSIBLE FOR THIS PERMIT:

Renew on or before expiration date. If Permit Holder does not receive renewal notice present this Permit to the address below on or before the expiration date.

Late payments are assessed penalty.

LATIN ASIAN FUSION
1402 N CAMDEN AVE
CAMPBELL, CA 95008

PERMIT IS NOT TRANSFERABLE &
MAY BE REVOKED FOR CAUSE.

Permit is void on change of owner. New
owner must apply and pay for permit(s)
prior to operation or penalties will be
assessed.

SANTA CLARA COUNTY-DEPARTMENT OF ENVIRONMENTAL HEALTH
1555 BERGER DR, SUITE 300, SAN JOSE, CA 951122716
408-918-3400

ENVIRONMENTAL HEALTH PERMIT
REGULATED FACILITY:

OWNER NAME:

LATIN ASIAN FUSION
1402 N CAMDEN AV
CAMPBELL, CA 95008

SAMUEL & LUCAS FOOD TRUCKS COMPANY
Facility ID: FA0262541
Account ID: AR1351199
Issued: 07/31/2025
Permit # PT0502035 FP54 - IN COUNTY CATERING OP @ HOST FACILITY Program # PR0448457 LATIN ASIAN FUSION
Valid From 08-01-2025 to 07-31-2026
Program # PR0448457
6001.rpt1.2.0.0.00
FP54- IN COUNTY CATERING OP @ HOST FACILITY

LATIN ASIAN FUSION

THE PERMANENT FOOD FACILITY PERMIT MUST BE ACTIVE AND IN GOOD

STANDING IN ORDER TO OPERATE A CATERING OPERATION WHICH CAN SERVE FOOD ONLY IN CONJUCTION WITH AN APPROVED HOST FACILITY. ANY CHANGES

TO THE STANDARD OPERATING PROCEDURES REQUIRES PRE-APPROVAL FROM THIS OFFICE. THE CATERING OPERATION IS SUBJECT TO AN ANNUAL EVALUATIO Marilyn C. Underwood, Ph.D., Director, Department of Environmental Health

DISPLAY IN PUBLIC VIEW

THECOUNTY OF

INTA CLARA
ENVIRONMENTAL HEALTH PERMIТ
PERMIT HOLDER IS RESPONSIBLE FOR THIS PERMIT:

Renew on or before expiration date. If Permit Holder does not receive renewal notice present this Permit to the address below on or before the expiration date.

Late payments are assessed penalty.

LATIN ASIAN FUSION
1402 N CAMDEN AVE
CAMPBELL, CA 95008

PERMIT IS NOT TRANSFERABLE &
MAY BE REVOKED FOR CAUSE.

Permit is void on change of owner. New
owner must apply and pay for permit(s)
prior to operation or penalties will be
assessed.

SANTA CLARA COUNTY-DEPARTMENT OF ENVIRONMENTAL HEALTH
1555 BERGER DR, SUITE 300, SAN JOSE, CA 951122716
408-918-3400

ENVIRONMENTAL HEALTH PERMIT
REGULATED FACILITY:

OWNER NAME:

Permit # PT0466877
Program # PR0385534
Program # PR0448457
6001.rpt1.2.0.0.00

LATIN ASIAN FUSION
1402 N CAMDEN AV
CAMPBELL, CA 95008

SAMUEL & LUCAS FOOD TRUCKS COMPANY
FP11 - FOOD PREP/ FOOD SVC OP 0-5 EMPLOYEES RC 3

LATIN ASIAN FUSION
Valid From 11-01-2024 to 10-31-2025
Facility ID: FA0262541
Account ID: AR1351199
Issued: 11/01/2024
FP54- IN COUNTY CATERING OP @ HOST FACILITY

LATIN ASIAN FUSION

THE PERMANENT FOOD FACILITY PERMIT MUST BE ACTIVE AND IN GOOD

STANDING IN ORDER TO OPERATE A CATERING OPERATION WHICH CAN SERVE FOOD ONLYIN CONJUCTION WITH AN APPROVED HOST FACILITY. ANY CHANGES

TO THE STANDARD OPERATING PROCEDURES REQUIRES PRE-APPROVAL FROM THIS OFFICE. THE CATERING OPERATION IS SUBJECT TO AN ANNUAL EVALUATIO Marilyn C. Underwood, Ph.D., Director, Department of Environmental Health

DISPLAY IN PUBLIC VIEW

Notify Environmental Health of any change of ownership, type of business activity, business name, or billing address by calling(831) 454-2022. Failure to notify Environmental Health may result in late penalties, Permit denial or revocation, and business closure PERMITS TO OPERATE AND ANNUAL FEE PAYMENTS ARE NOT TRANSFERABLE Permits become void on change ofownership. New owners must apply and pay fora new Permit(s) prior to beginning operation.

ZHIJIAN LI

LATIN ASIAN FUSION
121 WOODHILL DR
SCOTTS VALLEY, CA 95066
SANTACRUZCOUNTу

NEALTH SERVICES

ES AGENCY

DETACH FORM HERE AND DISPLAY CONSPICUOUSLY ON THE PREMISES County of Santa Cruz
Health Services Agency - Environmental Health
701 Ocean Street, Room 312, Santa Cruz, CA 95060
(831) 454-2022 TDD/TTY-Call 711www.scceh.com
[email protected]

ANTACRUZ COUNT

NVIRONMENTAL HEA
REGULATED FACILITY: LATIN ASIAN FUSION

SANTA CRUZ COUNTY
SANTA CRUZ, CA 95060
OWNER NAME: ZHIJIAN LI
PR0018106 1633 MFF - FOOD PREPARATION
Valid From 12/1/2024 to 12/1/2025
LICENSE # 2015952/ DECAL #7092
Owner ID: OW0010176
Facility ID: FA0009033
Account ID: AR0011254
Issued: 12/19/2024
Andrew Strader
Environmental Health Director
Permits to operate and Annual Fee Payments are NOT TRANSFERABLE. Those referenced above are valid ONLY for this owner: ZHIJIAN LI. Permits become VOID on change of ownership. New owners must apply and pay for a new Permit(s) PRIOR to beginning operation or penalties will be assessed.

THIS FORM MUST BE DISPLAYED CONSPICUOUSLY ON THE PREMISES HM17 v2023 07

STATE OF CALIFORNIA

DEPARTMENT OF ALCOHOLIC BEVERAGE CONTROL

ALCOHOLIC BEVERAGE LICENSE

CATERER PERMIT

VALID FROM
Feb 01, 2025

TYPE NUMBER DUP
58 650385 1

AREA CODE
4302 25

SAMUEL & LUCAS FOOD TRUCKS COMPANY
1402 CAMDEN AVE
CAMPBELL, CA 95008
BUSINESS ADDRESS DBA: LATIN ASIAN FUSION
(IF DIFFERENT)

EATSEAL OF THE STAT

EXPIRES
Jan 31, 2026

RENEWAL

CONDITION

OWNERS SAMUEL & LUCAS FOOD TRUCKS COMPANY

IMPORTANT INFORMATION
EFFECTIVE PERIOD: This license is effective only for the operating period shown above. A new license willbe sent 4 to 6 weeks after the expiration date on your license if payment is timely. Your license status will remain in good standing for 60 days after the expiration date if the renewal payment was received timely. To check the status of your license, visit http://www.abc.ca.gov/datport/LQSMenu.html.

RENEWAL NOTICES: Renewal notices are sent to premises address unless a specific mailing address is requested. If a notice is not received 30 days before expiration date shown above, contact the nearest ABC office. To assure address.

RENEWAL DATE It is the licensee's responsibility to pay the required renewal fee A Penalty is charged for late renewal and the license can be automatically revoked for receipt of notices, advise your local ABC office of any change in by the expiration date shown above.
failure to pay.

RENEWAL PAYMENTS: Renewal payments can be made in person by visiting your local office or sent by mail to ABC Headquarters, 3927 Lennane Drive, Suite 100, Sacramento, CA 95834. If you do not have your renewal notice, your license number and the reason for payment (ex. Crenewal) must be clearly indicated on the check. You can contact your local ABC office for your renewal fee amount.

SEASONAL LICENSE It is the licensee's responsibility to pay the required renewal fee prior to the next operating period.

POSTING: Cover this license with glass or other transparent material and post it on premises in a conspicuous place.

CONDITIONS: A copy of all applicable conditions must be kept on premises.

LICENSEE NAME: Only 10 names will be printed on each license. If there are more hames associated with the license, they will be indicated by ~"AND XX OTHERS-". All names are on file and available upon request from your lod DBA: If you change your business name please notify your local ABC office cal ABC office.

If you have any questions regarding this license, contact your local ABC office. You can find the contact information for each district office at http://www.abc.ca.gov/distmap.html.

NOTE: CONTACT YOUR LOCAL ABC OFFICE IF YOUR LICENSED PREMISES WILL BE TEMPORARILY CLOSED FOR MORE THAN 15 DAYS OR WILL BE PERMANENTLY CLOSED.

http://www.abc.ca.gov
@ca abcс CaliforniaABC
License Serial# 3114653

STATE OF CALIFORNIA

DEPARTMENT OF ALCOHOLIC BEVERAGE CONTROL

ALCOHOLIC BEVERAGE LICENSE

ON-SALE BEER AND WINE - EATING PLACE

VALID FROM
Feb 01, 2025

TYPE NUMBER DUP

SAMUEL & LUCAS FOOD TRUCKS COMPANY
1402 CAMDEN AVE
CAMPBELL, CA 95008

EXPIRES
Jan 31, 2026
41 650385

AREA CODE
4302 25
BUSINESS ADDRESS DBA: LATIN ASIAN FUSION
(IF DIFFERENT)

OF THE STATE
AT S
ЕАEUR

RENEWAL

CONDITION

OWNERS SAMUEL & LUCAS FOOD TRUCKS COMPANY

IMPORTANT INFORMATION
EFFECTIVE PERIOD: This license is effective only for the operating period shown above. A new license will be sent 4 to 6 weeks after the expiration date on your license if payment is timely. Your license status will remain in good standing for 60 days after the expiration date if the renewal payment was received timely. To check the status of your license, visit http://www.abc.ca.gov/datport/LQSMenu.html.

RENEWAL NOTICES: Renewal notices are sent to premises address unless a specitic mailing address is requested. If a notice is not received 30 days before expiration date shown above, contact the nearest ABC office. To assure address.

RENEWAL DATE It is the licensee's responsibility to pay the required renewal fee receipt of notices, advise your local ABC office of any change in by the expiration date shown above.

A Penalty is charged for late renewal and the license can be automatically revoked for failure to pay.

RENEWAL PAYMENTS: Renewal payments can be made in person by visiting your Drive, Suite 100, Sacramento, СA 95834. If you do not have your renewal notice, your must be clearly indicated on the check. You can contact your local ABC office for your SEASONAL LICENSE It is the licensee's responsibility to pay the required renewa POSTING: Cover this license with glass or other transparent material and post it on p CONDITIONS: A copy of all applicable conditions must be kept on premises. local office or sent by mail to ABC Headquarters, 3927 Lennane r license number and the reason for payment (ex. renewal) renewal fee amount. fee prior to the next operating period.
dremises in a conspicuous place.

LICENSEE NAME: Only 10 names will be printed on each license. If there are more hames associated with the license, they will be indicated by ~"AND XX OTHERS~". All names are on file and available upon request from your local ABC office.

DBA: If you change your business name please notify your local ABC office.

If you have any questions regarding this license, contact your local ABC office. You can find the contact information for each district office at http://www.abc.ca.gov/distmap.html.

NOTE: CONTACT YOUR LOCAL ABC OFFICE IF YOUR LICENSED PREMISES WILL BE TEMPORARILY CLOSED FOR MORE THAN 15 DAYS OR WILL BE PERMANENTLY CLOSED. http://www.abc.ca.gov

@ca_abc CaliforniaABC
License Serial# 3114653

STATE OF CALIFORNIA

DEPARTMENT OF ALCOHOLIC BEVERAGE CONTROL ALCOHOLIC BEVERAGE LICENSE

CATERER PERMIT

VALID FROM
Feb 01, 2025

TYPE NUMBER DUP
58 650385 1

AREA CODE
4302 25

SAMUEL & LUCAS FOOD TRUCKS COMPANY
1402 CAMDEN AVE
CAMPBELL, CA 95008
BUSINESS ADDRESS DBA: LATIN ASIAN FUSION (IF DIFFERENT)

EATSEAL OF THE STAT

EXPIRES
Jan 31, 2026

RENEWAL

CONDITION

OWNERS SAMUEL & LUCAS FOOD TRUCKS COMPANY

IMPORTANT INFORMATION
EFFECTIVE PERIOD: This license is effective only for the operating period shown above. A new license willbe sent 4 to 6 weeks after the expiration date on your license if payment is timely. Your license status will remain in good standing for 60 days after the expiration date if the renewal payment was received timely. To check the status of your license, visit http://www.abc.ca.gov/datport/LQSMenu.html.

RENEWAL NOTICES: Renewal notices are sent to premises address unless a specific mailing address is requested. If a notice is not received 30 days before expiration date shown above, contact the nearest ABC office. To assure address.

RENEWAL DATE It is the licensee's responsibility to pay the required renewal fee A Penalty is charged for late renewal and the license can be automatically revoked for receipt of notices, advise your local ABC office of any change in by the expiration date shown above.
failure to pay.

RENEWAL PAYMENTS: Renewal payments can be made in person by visiting your local office or sent by mail to ABC Headquarters, 3927 Lennane Drive, must be
Suite
clearly
100,
indicated
Sacramento,

CA 95834. If you do not have your renewal notice, your license number and the reason for payment (ex. Crenewal) on the check. You can contact your local ABC office for your renewal fee amount.

SEASONAL LICENSE It is the licensee's responsibility to pay the required renewal fee prior to the next operating period.

POSTING: Cover this license with glass or other transparent material and post it on premises in a conspicuous place.

CONDITIONS: A copy of all applicable conditions must be kept on premises. ~"AND

LICENSEE
XX OTHERS-".

NAME: Only 10 names will be printed on each license. If there are more hames associated with the license, they will be indicated by All names are on file and available upon request from your lod DBA: If you change your business name please notify your local ABC office cal ABC office.
http://www.abc.ca.gov/distmap.html. If you have any questions regarding this license, contact your local ABC office. You can find the contact information for each district office at OR
NOTE:

WILL

CONTACT

BE PERMANENTLY

YOUR LOCAL
CLOSED.

ABC OFFICE IF YOUR LICENSED PREMISES WILL BE TEMPORARILY CLOSED FOR MORE THAN 15 DAYS

http://www.abc.ca.gov
@ca abcс CaliforniaABC
License Serial# 3114653

STATE OF CALIFORNIA

DEPARTMENT OF ALCOHOLIC BEVERAGE CONTROL

ALCOHOLIC BEVERAGE LICENSE

ON-SALE BEER AND WINE - EATING PLACE

VALID FROM
Feb 01, 2025

TYPE NUMBER DUP

SAMUEL & LUCAS FOOD TRUCKS COMPANY
1402 CAMDEN AVE
CAMPBELL, CA 95008

EXPIRES
Jan 31, 2026
41 650385

AREA CODE
4302 25
BUSINESS ADDRESS DBA: LATIN ASIAN FUSION
(IF DIFFERENT)

OF THE STATE
AT S
ЕАEUR

RENEWAL

CONDITION

OWNERS SAMUEL & LUCAS FOOD TRUCKS COMPANY

IMPORTANT INFORMATION
EFFECTIVE PERIOD: This license is effective only for the operating period shown above. A new license will be sent 4 to 6 weeks after the expiration date on your license if payment is timely. Your license status will remain in good standing for 60 days after the expiration date if the renewal payment was received timely. To check the status of your license, visit http://www.abc.ca.gov/datport/LQSMenu.html.

RENEWAL NOTICES: Renewal notices are sent to premises address unless a specitic mailing address is requested. If a notice is not received 30 days before expiration date shown above, contact the nearest ABC office. To assure address.

RENEWAL DATE It is the licensee's responsibility to pay the required renewal fee receipt of notices, advise your local ABC office of any change in by the expiration date shown above.

A Penalty is charged for late renewal and the license can be automatically revoked for failure to pay.

RENEWAL PAYMENTS: Renewal payments can be made in person by visiting your Drive, Suite 100, Sacramento, СA 95834. If you do not have your renewal notice, your must be clearly indicated on the check. You can contact your local ABC office for your SEASONAL LICENSE It is the licensee's responsibility to pay the required renewa POSTING: Cover this license with glass or other transparent material and post it on p CONDITIONS: A copy of all applicable conditions must be kept on premises. local office or sent by mail to ABC Headquarters, 3927 Lennane r license number and the reason for payment (ex. renewal) renewal fee amount.
fee prior to the next operating period.
dremises in a conspicuous place.

LICENSEE NAME: Only 10 names will be printed on each license. If there are more hames associated with the license, they will be indicated by ~"AND XX OTHERS~". All names are on file and available upon request from your local ABC office.

DBA: If you change your business name please notify your local ABC office.

If you have any questions regarding this license, contact your local ABC office. You can find the contact information for each district office at http://www.abc.ca.gov/distmap.html.

NOTE: CONTACT YOUR LOCAL ABC OFFICE IF YOUR LICENSED PREMISES WILL BE TEMPORARILY CLOSED FOR MORE THAN 15 DAYS OR WILL BE PERMANENTLY CLOSED.
http://www.abc.ca.gov

@ca_abc CaliforniaABC
License Serial# 3114653

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)
02/21/2025
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER.

THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must be endorsed. If SUBROGATIONIS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER

KCAL INSURANCE AGENCY/PHS
72254915
The Hartford Business Service Center
3600 Wiseman Blvd
San Antonio, TX 78251

CONTACT
NAME:

PHONE
(A/C, No, Ext):
(866) 467-8730 FAX
(A/C, No):

E-MAIL
ADDRESS:

INSURER(S) AFFORDING COVERAGE NAIC#

INSURED

SAMUEL & LUCAS FOOD TRUCKS COMPANY DBA LATIN ASIAN
FUSION
121 WOODHILL DR
SCOTTS VALLEY CA 95066-4190
INSURER A : Hartford Underwriters Insurance Company 30104 INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED.NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR
LTR

TYPE OF INSURANCE ADDL
INSR
SUBR
WVD

POLICY NUMBER POLICY EFF
(MM/DD/YYYY)

POLICY EXP
(MM/DD/Y YYY)
LIMITS
A

COMMERCIAL GENERAL LIABILITY
72 SBA BE1FT4 09/15/2024 09/15/2025
EACH OCCURRENCE $1,000,000

CLAIMS-MADE X OCCUR DAMAGE TO RENTED
PREMISES (Ea occurrence)
$1,000,000
X General Liability MED EXP (Any one person) $5,000
PERSONAL & ADV INJURY $1,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $2,000,000 X POLICY PROJECT
LOC PRODUCTS - COMP/OP AGG $2,000,000
OTHER:

AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT
(Ea accident)
ANY AUTO BODILY INJURY (Per person)

ALL OWNED
AUTOS

SCHEDULED
AUTOS BODILY INJURY (Per accident)
HIRED
AUTOS

NON-OWNED
AUTOS

PROPERTY DAMAGE
(Per accident)
A

X UMBRELLA LIAB

EXCESS LIAB
X
OCCUR
CLAIMSMADE 72 SBA BE1FT4 09/15/2024 09/15/2025
EACH OCCURRENCE $1,000,000
AGGREGATE $1,000,000
DED RETENTION $ 10,000

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
ANY

PROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
N/ A
PER

STATUTE
OTHER
Y/N E.L. EACH ACCIDENT
E.L. DISEASE -EA EMPLOYEE
E.L. DISEASE - POLICY LIMIT
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Those usual to the Insured's Operations.

CERTIFICATE HOLDER CANCELLATION
For Informational Purposes
121 WOODHILL DR
SCOTTS VALLEY CA 95066-4190

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED

BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE
© 1988-2015 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

INSURER(S) AFFORDING COVERAGE
INSURER F :

INSURER E :

INSURER D :

INSURER C :

INSURER B :

INSURER A :

NAIC #
NAME:

CONTACT
(A/C, No):

FAX
E-MAIL
ADDRESS:

PRODUCER
(A/C, No, Ext):

PHONE

INSURED
COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

OTHER:
(Per accident)
(Ea accident)
$
$
N / A
SUBR
WVD
ADDL
INSD

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. $
$
$
$ PROPERTY DAMAGE
BODILY INJURY (Per accident)
BODILY INJURY (Per person)

COMBINED SINGLE LIMIT
AUTOS
AUTOS

NON-OWNED

SCHEDULED

AUTOMOBILE LIABILITY
Y / N

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
DESCRIPTION OF OPERATIONS below
If yes, describe under

ANY PROPRIETOR/PARTNER/EXECUTIVE
$
$
$
E.L. DISEASE - POLICY LIMIT
E.L. DISEASE - EA EMPLOYEE
E.L. EACH ACCIDENT
ER

OTH- STATUTEPER
(MM/DD/YYYY) LIMITS POLICY EXP (MM/DD/YYYY)

POLICY EFF LTR TYPE OF INSURANCE POLICY NUMBER INSR
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

EXCESS LIAB
UMBRELLA LIAB EACH OCCURRENCE $
AGGREGATE $
$
OCCUR

CLAIMS-MADE
DED RETENTION $
PRODUCTS - COMP/OP AGG $
GENERAL AGGREGATE $
PERSONAL & ADV INJURY $
MED EXP (Any one person) $
EACH OCCURRENCE $

DAMAGE TO RENTED
PREMISES (Ea occurrence) $

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY PROJECT LOC

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03)

CERTIFICATE HOLDER
© 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD

AUTOS ONLY OWNED

ANY AUTO
HIRED

AUTOS ONLY
04/16/2025 CopperPoint Insurance Companies 3030 N. 3rd Street Phoenix AZ 85012-3068 CopperPoint Insurance Companies 602.631.2300 or 866.284.2694 602.631.2599 [email protected] Samuel & Lucas Food Trucks Company 1402 Camden Ave Campbell CA 95008 Pacific Compensation Insurance Company 11555 1 A WC1030358 04/07/2025 04/07/2026 1,000,000 1,000,000 1,000,000 9083 - CA - Restaurants-fast food or fast casual
Samuel & Lucas Food Trucks Company
121 WOODHILL DRIVE Scotts Valley CA 95066

EFFECTIVE DATE:

NAMED INSURED

POLICY NUMBER

CARRIER NAIC CODE
AGENCY
LOC #:

AGENCY CUSTOMER ID:

ADDITIONAL REMARKS SCHEDULE Page of

ADDITIONAL REMARKS
FORM NUMBER: FORM TITLE:

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, © 2008 ACORD CORPORATION. All rights reserved.

The ACORD name and logo are registered marks of ACORD
ACORD 101 (2008/01)
1 1
WC1030358 Pacific Compensation Insurance Company 11555 Samuel & Lucas Food Trucks Company 1402 Camden Ave Campbell, CA 95008 04/07/2025-04/07/2026 25 Certificate of Liability Insurance

Form_SCTNID_CTGRY.XX0316ACORD25_ACORD
<docindex><index>ACORD</index></docindex> BDF_PCA

CERTIFICATE OF LIABILITY INSURANCE DATE (MM/DD/YYYY)

PRODUCER CONTACT
NAME:

PHONE
(A/C, No, Ext):

FAX
(A/C, No):

E-MAIL
ADDRESS:

INSURER(S) AFFORDING COVERAGE NAIC #
INSURER A :

INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

INSR
LTR
ADDL
INSD
SUBR

TYPE OF INSURANCE WVD

COMMERCIAL GENERAL LIABILITY

CLAIMS-MADE OCCUR
GEN'L AGGREGATE LIMIT APPLIES PER:

POLICY
OTHER:

PROJECT LOC

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

SCHEDULED
AUTOS

NON-OWNED

AUTOS ONLY

UMBRELLA LIAB

EXCESS LIAB
OCCUR

CLAIMS-MADE
DED RETENTION $

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBEREXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y/N
N / A

POLICY NUMBER POLICY EFF POLICY EXP
(MM/DD/YYYY) (MM/DD/YYYY) LIMITS
$
$
$
$
$
$
$

EACH OCCURRENCE

DAMAGE TO RENTED
MED EXP (Any one person)

PERSONAL & ADV INJURY

GENERAL AGGREGATE

PRODUCTS - COMP/OP AGG
PREMISES (Ea occurrence)
$
$
$
$
$

COMBINED SINGLE LIMIT

PROPERTY DAMAGE
BODILY INJURY (Per person)
(Ea accident)
BODILY INJURY (Per accident)
$
$
$

AGGREGATE

EACH OCCURRENCE
E.L. EACH ACCIDENT

INSURED
$
$
E.L. DISEASE - POLICY LIMIT $
E.L. DISEASE - EA EMPLOYEE

PER STATUTE OTH- ER
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

CERTIFICATE HOLDER CANCELLATION

AUTHORIZED REPRESENTATIVE
ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD © 1988-2015 ACORD CORPORATION. All rights reserved.
(Per accident)
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.
[email protected]
04/16/2025
1-800-444-4487
LEI WANG DBA: LATIN ASIAN FUSION
1402 CAMDEN AVE
CAMPBELL, CA 95008
LEI WANG DBA: LATIN ASIAN FUSION
Latin Asian Fusion
1402 CAMDEN AVE
CAMPBELL, CA 95008
Progressive Commercial Lines Customer and Agent Servicing 853058949711187443D041625T175704

KCAL INSURANCE AGCY
2048 S. HACIENDA BLVD, HACIENDA HEIGHTS, CA 91745
United Financial Casualty Company 11770
A X N N 985680570 02/21/2025 08/21/2025
1,000,000
A N N 985680570 02/21/2025 08/21/2025
See ACORD 101 for additional coverage details. $

Form_SCTNID_CTGRY.XX0108ACORD101_ACORD
<docindex><index>ACORD</index></docindex> BDF_PCA

KCAL INSURANCE AGCY
985680570
United Financial Casualty Company 11770
LEI WANG DBA: LATIN ASIAN FUSION
1402 CAMDEN AVE
CAMPBELL, CA 95008
02/21/2025
AGENCY CUSTOMER ID:

LOC #:

ADDITIONAL REMARKS SCHEDULE Page of
AGENCY

POLICY NUMBER

CARRIER NAIC CODE

NAMED INSURED
EFFECTIVE DATE:

ADDITIONAL REMARKS

THIS ADDITIONAL REMARKS FORM IS A SCHEDULE TO ACORD FORM, FORM NUMBER: 25 FORM TITLE: Certificate of Liability Insurance 1 1
Additional Coverages
…………………………………………………………………………………………………………………………………………………………………………………… Insurance coverage(s) Limits Uninsured/Underinsured Motorist $300,000 Combined Single Limit Description of Location/Vehicles/Special Items
Scheduled autos only …………………………………………………………………………………………………………………………………………………………………………………… 2023 FORD TRANSIT 1FTBF4XG8PKA91034
Comprehensive $1,000 Ded
Collision $1,000 w/Waiver Ded
Rental Reimbursement $30 Per Day ($900 Max)
Roadside Assistance Selected w/$0 Ded
Medical Payments $5,000 each person
ACORD 101 (2008/01)
The ACORD name and logo are registered marks of ACORD
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TOWN OF ATHERTON

REQUEST FOR PROPOSAL
Event Management Services
At
Holbrook-Palmer Park
Site Address:
150 Watkins Avenue Atherton, CA 94027
Issued:

June 19, 2025
Proposals Due:

September 16, 2025, 2:00 pm
Town of Atherton
Office of the City Clerk
80 Fair Oaks Lane
Atherton Ca 94027

Overview
The Town of Atherton (“Town”) is seeking proposals from qualified companies or individuals to promote and manage the event facilities within Holbrook-Palmer Park.

Demonstrated expertise in the management, marketing, rental, scheduling, operation and administration of event facilities is required. The selected party will manage event facilities and events such as weddings, wedding receptions, birthday and/or anniversary celebrations, municipal, corporate, social and philanthropic meetings and social events.

Holbrook-Palmer Park is a 22-acre park with multiple indoor and outdoor facilities for events large and small. The Town is seeking a long-term event services partner to both promote the park as an event space and provide exceptional event management services. The total amount of work available will be determined by reservations and use of the facilities, subject to the fees and limitations established by the Town.

Previous event management vendors were facilitated by a contract that provided catering services to clients non-exclusively and/or exclusively as part of the venue management contract.

Below is a link to the Town of Atherton’s Parks and Facilities page:
https://www.ci.atherton.ca.us/facilities
Background
The Town of Atherton, incorporated in 1923, is a small residential community, with approximately 7,000 residents. The Town extends from slightly west of the Bayshore Freeway (US 101) up to I280 and is approximately 4.5 miles long and 1.5 miles wide.

Its municipal neighbors include Menlo Park to the south, Woodside to the west and Redwood City to the north.

Holbrook-Palmer Park, the Town’s only recreation site, is a lovely, municipally owned 22 acre garden setting with indoor and outdoor facilities, including a ballfield, tennis courts, playground, gardens and walking paths. Significant structures available for rental include the Main House, Jennings Pavilion, and Carriage House, as shown on Exhibits 1 and 2. The Park is located between Middlefield Road and El Camino Real at 150 Watkins Avenue. It is accessed from Highway 101 via the Marsh Road-Atherton Exit.

The town recently completed the HPP Access and Circulation Project, which upgraded the Park Entry and Exit, front lawn pathways, and landscaping. Upcoming projects include renovation of the playgrounds and other minor facility enhancements.

Main House
The Main House is a classically designed home which consists of a 700 square foot meeting room with a fireplace, two smaller rooms for breakout sessions or small conferences, and a fully equipped kitchen. The Main House can accommodate 65 - 70 Page 199 of 222 in the living room theatre style/ceremony and approximately 50 when set up with round tables for dinner. Approximately 25 people can be accommodated at classroom style tables and chairs. A large porch, wide brick steps and an oak covered patio area are suitable for refreshments or outdoor luncheons. The Main House recently installed new flooring throughout the facility.

Jennings Pavilion
In 1977 the Jennings Pavilion was constructed to accommodate larger groups for weddings, receptions, dinners, meetings and lectures. Large windows on all sides create relaxing vistas of the stately trees and rolling green lawns. The room comfortably seats up to 150-theatre style/ceremony and 80-100-classroom style. Dinner for 120-130 is served at round tables. A large kitchen with a commercial sized refrigerator and commercial gas range enables caterers to serve quickly and efficiently. The large adjoining patio is often used for barbecues and cocktail receptions and a walkway connects the building to the Main House and its patio area. The Pavilion recently received new flooring and has had the interior painted.

Carriage House
The Carriage House provides a point of interest for Park visitors. The Carriage House is a historic structure that was built to replace the original barn that was destroyed by fire in 1896. The sturdy wood floors, windowpanes, moldings, and iron grills in the horse stalls have remained the same for over 100 years. The Carriage House is available for classes, dances, meetings, bridge and workshops. It seats 80 for lunch or dinner and 90 for meetings.

The Event Garden, Main House Patio, and North Meadow areas can be reserved with the building for outdoor events.

The successful proposer will be responsible for the day-to-day management, marketing, renting, scheduling, set up, and cleanup of the rental facilities, as well as other event management and coordination services.

Part A – Background Information and Service Requirements I. Background
Prior to September 2011, Town staff managed facility rentals and support including showing of facilities, bookings, processing payments (including deposits and returns), deliveries, set ups, oversight and tear downs of events. Starting September 2011, the Town contracted with private vendors for event management services including showing of facilities, bookings, deliveries, set ups, oversight and tear downs of events. Some of the vendors also operated catering businesses and were able to offer this service to events clients. Page 200 of 222
In August 2020, after approximately 6 ½ years of managing event services at HolbrookPalmer Park, the Town’s vendor provided their notice that they were closing permanently and would no longer be able to provide Event Management Services to the Town. Following the notice, the Town contracted with a former employee of the Town’s vendor to schedule tours, bookings of event facilities, and to manage events as the Town sought a new vendor.

In July 2021 the Town awarded a contract to Catered Too, Inc., for event management services at Holbrook-Palmer Park. Catered Too had an onsite presence two (2) days per week, was responsible for marketing, scheduling tours (within no more than 48 hours of request), booking, confirming and managing reservations of park facilities, staffing events including set up and cleanup of all events. Catered Too provided notice to the Town that they would not be able to support event management services at Holbrook Palmer Park beyond December 2023.

Currently showings and reservations are made with assistance from administrative staff.

Marketing and other support have been placed on hold pending contracting a new vendor.

Payment for event management services had typically been based on a percentage of facility rental revenues. Most recently, event management services were paid via catering services – exclusive catering for large events (>50). The Town is open to a variety of revenue share models.

Exhibit 3 lists example events from past bookings. A table of recent revenues is shown below.

FY 2018-19
(full rental)
FY 2019-20
(preCOVID)
FY 2020-21
(full
COVID)
FY 2021-22
(return
to
service
)
FY 2022-23
(return
to
service
)
FY 2023-24 FY 2024-25
Social/Meetin
gs
$114,952 $92,903 $15,059 $89,025 $85,487 $59,695 $47,920 Weddings $29,487 $30,500 $19,573 $19,499 $22,186
Classes $19,995 $20,166 $7,260 $8,278 $6,763 $47,920
Total $164,434 $143,569 $34,632 $115,783 $115,951 $66,458 $47,920* *As of May 1, 2025
Various rules, regulations and policies have been established and additional rules may be developed to regulate events services. These include compliance with all local ordinances – to include the Town’s Noise Ordinance. Fees for service are shown on Exhibit 4. Contractors will be permitted to suggest additional rules, regulations, and Page 201 of 222 procedures, which shall be subject to approval or rejection by the City Manager or his designee. Among the rules approved by City Council are the following:

1. A rental application stating event type, size and duration must be submitted in order to reserve facilities and will require approval by the City Manager or designee.

2. Only one wedding will be permitted per day, and the number of guests shall be limited to two hundred (200).

3. Events must comply with the Town’s noise ordinance.

4. The City Manager may approve event size in excess of 200 persons.*

5. Insurance coverage for all events as recommended to the Town by PLAN JPA shall be required.

6. The Park will be available every day of the year.

7. Renters shall agree to provide other services, such as private security, valet parking, etc. as required.

II. Scope of Services
The successful proposer will enter into a services agreement with the Town of Atherton to manage events and event facilities at Holbrook-Palmer Park. This includes both the promotion of the park as an event space (marketing, advertising, networking) and the management of the events themselves. The Town is seeking a long term event services partner to provide exemplary service and generate revenue for the operations, maintenance and improvement of the Park (without negatively impacting other Park users and Park neighbors).

The scope of services may include, but will not be limited to the following:
a. Development of administration and coordination policies, procedures, calendars and materials to demonstrate competence in managing and operating Event Services, within 20 days of Notice to Proceed;
b. Preparing scheduling, operations and financial records and reports that conform to requirements under Section III, Records and Reports; c. Developing and distributing promotional material for the facilities; d. Developing and placing advertisements in appropriate print and online media; e. Though various functions can be conducted remotely via email, phone text and other approaches, presence by the Event Manager in the Park office at least 2 days per week between the hours of 9 am and 5 pm as needed; f. Responding to clients within no more than 24 hours of contact; g. Showing facilities to prospective clients within no more than 72 hours of request; h. Booking, scheduling and staffing events, including Town-sponsored nonrevenue generating (no-fee) meetings and events up to fifteen (15) hours per month;
i. Completing & submitting the Town’s facility rental permit application with all corresponding documentation and fees in a timely manner; j. Follow the Town’s master fee schedule for all fees;
k. Adhere to the Town’s guidelines and procedures for accepting and processing Page 202 of 222 payments for event rentals;
l. Compliance with Town Ordinances and policies for events including noise, parking and park usage.
m. Maintaining the Events Facilities and equipment (see Exhibit 5) in a safe, clean and attractive condition in accord with high standards expected by the Town and by Event Facility users;
n. Setting up Events Facilities for events;
o. Cleaning up Events Facilities following events;
p. Promptly informing Town’s Contract Manager of maintenance and repair needs; q. Recommending capital improvements to Town’s Contract Manager of Events Facilities to maintain them and to enhance their ability to enhance revenues; r. Coordinating provision of goods and services such as rentals, flowers, catering, music, photography and/or videography, security, clean-up and disposal; and s. The Contractor may provide catering and/or other services but will not be permitted to be the exclusive provider of these services unless explicitly stated in the agreement as part of the compensation package.
t. Managing website updates and creating professional outreach materials to effectively promote the events space.

The selected firm will be required to provide the Town with all labor, vehicles and equipment, and materials as necessary to satisfactorily perform the entire events management functions under this agreement.

III. Records and Reports
Scheduling Records
(a) Contractor shall record all bookings and tentative reservations in the Town’s electronic calendar so they can be viewed by Town Staff and coordinate with other planned Town activities.
(b) Contractor shall maintain a calendar showing all events scheduled at Park during the term of this contract and for at least 24 months beyond the end of the term. The scheduling record shall be maintained in a complete and accurate manner and shall be made available to Town at all times. Acopy in print, or in an electronic format acceptable to Town, shall be provided within 5 business days of the end of each month. Records and reports must be submitted with the Contractor’s monthly invoice.

Monthly Activity Report
A monthly activity report in print, or in an electronic format acceptable to Town, shall be provided within 5 business days of the end of each month. The report shall include the following:
a) list of all events managed by the Contractor at the Park (a list of typical events is shown in Exhibit 3);
b) list of employees and subcontractors providing services pursuant to this agreement c) an income statement for Park events Page 203 of 222 management services; d) a log of any warnings, citations, violations received from any governmental agency pursuant to services provided in this agreement; e) a log of written complaints received from clients and all other stakeholders, i.e. neighbors, vendors, employees and subcontractors.

IV. Maintenance of Facilities and Equipment
The contractor shall be responsible for set-up, operations and event clean-up of the interior of the Main House, Carriage House and Jennings Pavilion, and for janitorial service of Jennings Pavilion. The contractor will also be responsible for set-up, takedown, cleaning and storage of tables, chairs, furniture, and all other equipment provided by the Town (see Exhibit 5). The contractor will also be responsible for cleaning outdoor areas used during events, returning them to their pre- event status. A drawing showing areas of contractor responsibility is contained in Exhibit 2. The Contractor shall be responsible for maintaining the building interiors in a neat, clean and presentable condition.

The Town of Atherton will be responsible for making interior repairs and improvements and for maintaining, repairing and improving building exteriors and grounds, excluding set-up, operating and cleaning of premises used for events activities. The Town’s janitorial contractor will perform scheduled service for the Main and Carriage Houses.

The contractor may choose to offer enhanced outdoor garden areas surrounding the facilities and patios including sculptures, potted plants, annual flower gardens or other high maintenance features. These features will be kept up by the contractor and returned to their original look upon ending of this contract if requested by the Town.

V. Contract Term
The Town intends to award a services contract with an initial term of up to three (3) years, renewable at the option of the Town for up to three additional one (1) year terms. The total term of the proposed contract may extend for six (6) years from award by the Town.

The exercise of any additional extension of term shall be at the sole discretion of the Town. Town may consider alternate agreement term lengths within written proposals.

VI. Compensation
Compensation for event management services has varied from being a percentage of the rental fee (not including the Town’s administrative charges) to vendor compensation being solely via catering revenues generated, with a percentage of catering revenues returned to the Town. The Town is open to various models of vendor compensation. The Town will pay the Contractor invoice monthly.

In recognition of the investment and operations by the Contractor, as well as services for no-fee groups, the Town will guarantee a minimum monthly payment to Contractor of $3,000 for the first three (3) months of the contract.

Contractor shall provide set-up, take-down and clean-up services for no-fee groups as shown in Exhibit 3 for up to fifteen (15) hours per month, without charge to the Town or groups.

The Town reserves the right to negotiate with the selected firm on the rates and fees as submitted in the Bid and for each renewal period.

VII. Rental Fees
Rental fees are reviewed and are adjusted periodically in collaboration with the event management vendor based on market demand.

PART B - Proposal Content
The proposal should describe the methodology to be used to accomplish each of the tasks and services expected as defined in the Scope of Work. The proposal should also describe the work that shall be necessary to satisfactorily complete the tasks and service requirements.

Please note that this Request for Proposals cannot identify each specific, individual task required to successfully and completely implement this service. The Town of Atherton relies on the professionalism and competence of the proposer to be knowledgeable of the general areas identified in the Scope of Work and of adequate competence to include in its proposal all required tasks and subtasks, personnel commitments, man hours, direct and indirect costs, etc. The Town of Atherton will not approve addenda to the selected contractor's agreement which do not involve a substantial change from the general Scope of Work identified in this Request for Proposals.

The proposal should include the following:

1. TRANSMITTAL LETTER AND EXPERIENCE: Introduce your organization, its size, background and provide information to demonstrate your organization’s skill and experience in the performance of event services and venue management.

Proposer must currently operate or have a minimum of 3+ years of experience providing event management services and venue operations and management.

The cover letter shall be signed by an officer of the organization who is authorized to negotiate a contract with the Town.

The experience shall be set forth and submitted, as follows:
a. Ownership; if incorporated, the state in which the selected firm is incorporated and the date of incorporation;
b. Location of contractor’s office;
c. Number of employees at location which will provide services to the Park, and total of all employees;
d. Name, address, email address, and telephone number of the contractor's point of contact;
e. Contractor background/history;
f. Contractor qualifications to provide the services described in this RFP; g. Length of time the contractor has been providing services described in this RFP;
h. A complete disclosure of any alleged significant prior or on-going contract Page 205 of 222 failure, any civil or criminal litigation or investigation pending which involves the contractor and/or contractor employees proposed or assigned to this contract or in which the contractor has been judged guilty or liable within the last 5 years. If there is no negative history to disclose, state that in the Bid.

2. KEY PERSONNEL AND QUALIFICATIONS: Identify the Principal-in-Charge and provide a brief resume for each of the key persons proposed to work on this project.

Any key subconsultants proposed should be identified, and information on their respective role in the project shall be included. The prospective Contractor shall designate, by name, the project manager to be employed for this project.

Substitution of the project manager by the selected contractor will not be allowed without prior approval by the Town of Atherton.

3. PAST EXPERIENCE/REFERENCES: Provide at least three references from other government agencies or private parties including the following information:
a. Client name, client Manager, address, telephone number, and email address;
b. Contract Term (starting date and ending date);
c. Contract value;
d. Staff assigned to that project.

4. UNDERSTANDING OF SCOPE OF WORK AND WORK PLAN: In this section, proposers are requested to demonstrate their understanding of the tasks and services requested in the Scope of Work and provide their Work Proposal/Approach to accomplish the services described in this RFP. Describe your business plan for marketing the event facilities and ensuring successful operations of the facilities and hosted events. In addition, in this section demonstrate an understanding of and approach toward excellent customer service, flexibility in meeting needs, coordination of other service providers and maintenance of facilities and equipment.

5. REVENUE SHARE PROPOSAL: Indicate the proposed compensation for providing all- inclusive event services, expressed as a percentage of rental and/or catering fees collected. This section shall also include desired agreement term length, initial term not to exceed three (3) years.

6. DISCLOSURE: of any past, ongoing, or potential conflicts of interest that the firm or person may have as a result of performing the anticipated work.

NOTE: It is unlawful for any person engaged in business within this state to sell or use any article or product as a “loss leader” as defined in Section 17030 of the Business and Professions Code.

Site Walk :

The Town of Atherton will conduct an optional site walk for prospective proposers interested in submitting a response to this RFP.

Date & Time:

August 26, 2025 at 10:00 am
Location:

Holbrook Palmer Park (Meet at the Main House)
150 Watkins Avenue
Atherton, CA 94027
Purpose:

The site walk will provide proposers an opportunity to familiarize themselves with Holbrook Palmer Park facilities, including the Main House, Pavilion, Carriage House, surrounding grounds, and event logistics infrastructure. Town staff will be present to answer questions and provide relevant information to assist in the preparation of proposals.

Requirements:
•
• Please RSVP by August 22, 2025 to [email protected]. • Proposers should bring a copy of the RFP and be prepared to take notes or ask questions.

Addendum:

Any clarifications or changes resulting from the site walk will be documented and issued in an RFP addendum. All addenda will be posted on the Town’s website at [insert URL] and distributed to attendees.

PART C – Submittal Process

1. Submittal Deadline: Tuesday, September 16, 2025, at 2:00 p.m. Late submittals will not be accepted. Format and Delivery: Submit three (3) letter-sized copies of the proposal to:

Ben Talavera
Public Works Management Analyst
Town of Atherton
80 Fair Oaks Lane
Atherton Ca 94027
and e-mail a PDF copy to Ben Talavera at [email protected] Submittals will not be returned. Page 207 of 222
Proposals submitted after the deadline will not be accepted for consideration.

Note that the Proposal, including all fees and compensation shall remain firm for a minimum of 90 days from the proposal submission deadline.

The Town reserves the right to accept or reject any or all proposals, or to alter the selection process in any lawful way, to postpone the selection process for its own convenience at any time, and to waive any non-substantive defects in this RFP or the proposals.

The Town is seeking to engage the most qualified person or firm. The Town reserves the right to negotiate with other qualified persons or firms, or to solicit additional statements of qualifications at any point in the project should it fail to negotiate a reasonable rate with the initially selected person or firm.

2. Questions: Interested parties, their representatives, agents or anyone else acting on their behalf, are specifically directed NOT to contact any Town employee, commission member, committee member, council member, or other Town employee or associate for any purpose related to this RFB other than as directed below. Contact with anyone other than as directed below may be cause for rejection of a bid.

ANY questions, technical or otherwise, pertaining to this Request for Proposals must be submitted IN WRITING and directed ONLY to:

Ben Talavera
Public Works Management Analyst
Town of Atherton
80 Fair Oaks Lane
Atherton Ca 94027
[email protected]
Interpretations or clarifications considered necessary in response to such questions will be resolved by the issuance of formal Addenda to the RFB. Questions received after the date and time in the schedule will not be answered. Only questions that have been resolved by formal written Addenda via the Public Works Management Analyst will be binding. Oral and other interpretations or clarifications will be without legal or contractual effect.

PART D – Selection Process
At the time proposals are opened, each proposal will be checked for the presence or absence of the required proposal contents.

The Town will evaluate the proposals on a 100-point scale using criteria set forth in the table below. Award if made, will be to the highest scored proposal.

CRITERION MAXIMUM NUMBER OF
POINTS
Firm Information/Background 15
Key Personnel/Staff Qualifications 15
Experience/References 15
Quality of Work Plan Submitted 20
Cost Share Proposal (including contract term) 35
Total 100
PART E - Proposed Timeline
June 19, 2025 RFP available on Town of Atherton website August 26, 2025, 10:00 am Pre-proposal site walkthrough September 2, 2025, 5:00 pm
September 9, 2025, 5:00 pm
Submission deadline for written questions
Answers to questions will be posted on the website
September 16, 2025, 2:00 pm Proposals Due
October 15, 2025 Recommendation to City Council
PART F – Contract Terms and Conditions
The selected vendor will be required to sign a Professional Services Agreement with the Town of Atherton and will be required to provide to the Town of Atherton the appropriate certificates of general liability insurance, vehicle insurance and workers compensation insurance. The contract may contain service performance requirements and penalties for non-compliance.

For additional information, contact Benjamin Talavera, Public Works Management Analyst, at (650) 752-0592.

2025 Holbrook-Palmer Park Event Services RFP
Exhibit 1
Map of Holbrook-Palmer Park

HOLBROOK-PALMER PARK
150 WATKINS AVENUE
ATHERTON, CA 94027
Event Garden Main House
North Meadow
Jennings Pavilion
Carriage House

2025 Holbrook-Palmer Park Event Services RFP
Exhibit 2
Location of Event Facilities

202
5 Holbrook-Palmer Park Event Services RFP Page 212 of 222 Exhibit 3
Examples of Park Facilities
Weddings Social Events Meetings/Classes
Parties/Gatherings Corporate Events
Birthdays Meetings
Bar/Bat Mitzvahs Seminars
Memorial Services Retreats
Bridal Showers Picnics
Holiday Parties
Group Activities/Fundraisers Local Group Meetings
School Picnics Meetings *
Graduation Ceremonies Community Discussions *
Art Expositions Park Foundation *
Ice Cream Socials Atherton Disaster and
Family Picnics/BBQ Preparedness Team *
Company Picnics
Large Activities/Fundraisers Classes
Easter Egg Hunt * Yoga
Music in the Park * Folk Dancing
Movies in the Park * Music for Families
National Night Out * Dog Training
Earth Day * Country Dancing
*Beyond the hours noted in the RFP, Contractor is not responsible for setup of Town events/activities. Town may waive rental fees for Town affiliated groups and related community events.

Exhibit 4
Fees
Town of Atherton
Master Fee
Schedule
Park Fees
All Park Fees are Based On Resident and Non-Resident Basis ATHE
RTON
RESID
ENT

NON-ATHERTON

RESIDENT
The Main House
Includes outdoor area adjacent porch or
lower patio
191 (Monday - Friday) 4 hour minimum $135
per
hour
$210 per hour
192 Saturday, Sunday, or Holidays (2 hour
Minimum)
$370
per
hour
$470 per hour
Price does not include Refundable Security
deposit
193 Security Deposit $630 $630
Outdoor Area (add on to Main House)-Exclusive Use
Price includes the rental of one of the
following:

Water Tower Lawn, or Event Garden
194 Every day (4 hour minimum) $160
per
hour
$210 per hour
Price does not include Refundable Security
deposit
195 Security Deposit $320 $320
Carriage House
196 Every Day (4 hour minimum) $135
per
hour
$210 per hour
Price does not include Refundable Security
deposit
197 Security Deposit $630 $630
Jennings Pavilion
Includes Water Tower Lawn, event garden,
patio,
and side lawn (subject to availability)
198 Friday Day Use or Monday - Thursday (4
hour
minimum)**
$260
per
hour
$420 per hour
**Day use has 4 hour minimum, up to 4pm.

6 hour
minimum ending after 4pm.
199 Friday Evenings, Satuday, Sunday, or
Holidays (4-6
hour minimum)
$790
per
hour
$1050 per hour
Price does not include Refundable Security
deposit
200 Security Deposit $1,260 $1,260
Tennis Courts Fees
Key Purchases:
201 1 Standard Key ** Flat Fee $110 $290
**Resident Clay Court Access included in
Standard
Key Charge 203 1 Clay Key ONLY Flat Fee $50
204 Clay Court Access (Non-resident) $30 per hour
Day Use Permit Fees Holbrook-Palmer Park
205 13-25 people * Flat Fee $105 $160
206 26-50 people * Flat Fee $185 $320
* Fee when registering at least one day in
advance
Same Day Registration Doubles Day Use
Permit
Fee with a minimum of $206
207 North Meadow Rented as Day Use Fee above 50 people
requires
rental of Carriage
House

OTHER PARK RENTAL FEES
208 Baseball Field (Per Hour) $40 Per hour
209 Other Fields (Per Hour) $40 Per hour
Staff Hourly Rates
210 Facility maintenance staff for services
related to
facilty maintenance and preparation (Before
& After Events)
$140 per hour
211 Facility attendent staff for services related
to on-site
availability during event
$75 per hour
Photo-Shoot Permits
212 One (1) Day Flat Fee $140
213 One (1) Month Flat Fee $670
214 Drone Application Fee/Day Flat Fee $200
215 Hosted Indoor Classes (Requires
Separate Use
Agreement)
Per hour $40 per hour
216 Hosted Outdoor Classes (Requires
Separate Use
Agreement)
Per hour $50 per hour

Exhibit 5
Park Inventory
Main House Pavilion Carriage House Corp Yard Total
Chairs
Chivari 3 367 370
Padded 75 145 220
Folding 199 199
Tables
6’ Rectangle 3 11 14
8’ Rectangle 5 22 0 27
Tall Round
Glass Top
3 3
48” Round 4 3 7
60” Round 6 13 19
Umbrellas 6 6
AV Projector
Screen
1 1
Mobile
AV/Computer
Screen
1 1
Podium 1 1
PA System 1 1
Appliances
Gas Range 1 1
Electric Cooktop 1
Electric Oven 1
Refrigerator 1 1 1
Misc.

Vacuum 1 1
Floor
Cleaner
1 Janitor Closet 1 1 1
Supply Room 1 2 1
Office 1

Item No. 7
Town of Atherton
CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: MONA EBRAHIMI, CITY ATTORNEY
DATE: FEBRUARY 18, 2026
SUBJECT: CONSIDERATION AND ADOPTION OF A POLICY REGARDING

DISRUPTION OF SERVICE IMPACTING PUBLIC TWO-WAY

REMOTE PARTICIPATION DURING A CITY COUNCIL

MEETING

RECOMMENDATION
It is recommended that the Council adopt the attached policy establishing procedures for the City Council when there is disruption of telephonic or internet service during a City Council meeting that prevents the public's ability to attend or observe a meeting via two-way remote participation.

BACKGROUND
On October 3, 2025, Governor Newsom signed Senate Bill ("SB") 707 into law. SB 707 made major amendments to the Brown Act and is considered to be the biggest overhaul to the Brown Act in decades. One aspect of these major amendments was the creation of a new subcategory of legislative bodies called "eligible legislative bodies." SB 707 imposed additional Brown Act requirements onto eligible legislative bodies. Atherton City Council is an eligible legislative body because it is "a city council of a city located in a county with a population of 600,000 or more." (Government Code 54953.4(e)(2)(C)). This term applies specifically to city councils and not broader categories of Brown Act bodies.

Starting on July 1, 2026, all eligible legislative bodies must, except as specified, provide an opportunity for members of the public to attend meetings via two-way telephonic service or audiovisual service via the internet. Relatedly, by July 1, 2026, each eligible legislative body must adopt a policy addressing procedures for recessing and convening a meeting in the event of a disruption to telephonic or internet services that prevent the public's ability to attend or observe a meeting. SB 707 requires that this policy be adopted as a regular item, not as an item on the consent calendar.

ANALYSIS

SB 707 Policy Adoption
FEBRUARY 18, 2026

The attached policy is drafted to meet the requirements of Government Code section 54953.4(b). The policy specifies when it does and does not apply, establishes procedures for the Council to follow if there is a disruption of telephonic or internet service that prevents the public's ability to attend or observe a meeting, specifies what the Council can and cannot do during a disruption of telephonic or internet service, and describes procedures for continuing with a meeting if the disruption to telephonic or internet service cannot be resolved. Following adoption, the Policy will be incorporated into the City Council Policy Handbook.

The City Council already provides for a two-way teleconference option for the public to attend its meetings (via Zoom). It must, starting July 1, 2026, remember that if there is a disruption with the zoom, to recess the meeting until the zoom is functioning again.

FISCAL IMPACT
None

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal D - Be Forward Thinking

POLICY FOCUS
There are no policy issues significant to this item.

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically. Information about the project is also disseminated via the Town’s electronic News Flash and Atherton Online. There are approximately 1,200 subscribers to the Town’s electronic News Flash publications. Subscribers include residents as well as stakeholders –to include, but be not limited to, media outlets, school districts, Menlo Park Fire Protection District, service provides (water, power, and sewer), and regional elected officials.

COMMISSION/COMMITTEE FEEDBACK/REFERRAL
This item has not been before a Town Committee or Commission

ATTACHMENTS

1. Administrative Policy

4925-3151-3219.1 014537.001
Atherton City Council Disruption of Telephonic or Internet Service Policy Policy Application
This policy shall apply when, during the open session of a meeting of the City Council, there is a disruption of telephonic or internet service that prevents the public from attending or observing the meeting via a two-way telephonic or audiovisual service (e.g. Zoom).

This policy, and its requirements, shall not apply when a meeting of the City Council is held for any of the following reasons:
• Attend a judicial or administrative proceeding to which the local agency is a party.
• Inspect real or personal property provided that the topic of the meeting is limited to items directly related to the real or personal property. • Meet with elected or appointed officials of the United States or the State of California, solely to discuss a legislative or regulatory issue affecting the Town and over which the federal or state officials have jurisdiction. • Meet in or nearby a facility owned by the Town, provided that the topic of the meeting is limited to items directly related to the facility. • Meet in an emergency situation pursuant to Government Code section 54956.5.

Procedures for Recessing and Reconvening
Upon the disruption of two-way telephonic or internet service that prevents the public from attending or observing the meeting, the Town Clerk, or another member of Town staff, shall immediately notify the City Council. Upon notification, the City Council shall immediately recess the open session meeting and may state that the recess is due to disruption of two-way telephonic or internet service that prevents the public's ability to attend or observe the meeting.

During the recess, the City Council may meet in closed session. ➢ During the recess, a good faith effort to restore the service shall be made. The City Council shall not reconvene the open session of the meeting until at least one hour following the disruption, or until the telephonic or internet service is restored, whichever is earlier.
➢ Upon reconvening the open session, if telephonic or internet service has not been restored after at least one hour of making a good faith effort to restore the service, the City

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Council shall adopt a finding by rollcall vote that good faith efforts to restore the telephonic or internet service have been made in accordance with this policy and that the public interest in continuing the meeting outweighs the public interest in remote public access. ➢ Upon adopting a finding by rollcall vote that good faith efforts to restore the telephonic or internet service have been made in accordance with this policy and that the public interest in continuing the meeting outweighs the public interest in remote public access, the City Council may continue with the meeting.

Policy Amendment
Any amendment to this policy shall be brought before the Council for consideration and adoption at a noticed public meeting in open session. Any amendments to this policy shall be adopted as a regular agenda item, not on the consent calendar.

This policy was adopted as a regular agenda item during the February 18, 2026, City Council meeting for the Town of Atherton.

Item No. 10
Town of Atherton

CITY COUNCIL STAFF REPORT – REGULAR AGENDA
TO: HONORABLE MAYOR AND CITY COUNCIL

GEORGE RODERICKS, CITY MANAGER
FROM: CHRISTABEL SORIA MENDOZA, MANAGEMENT ANALYST I
DATE: FEBRUARY 18, 2026
SUBJECT: CONSIDERATION AND POTENTIAL REMOVAL OF

ENVIRONMENTAL PROGRAMS COMMITTEE MEMBER

RECOMMENDATION
Staff recommends that the City Council review, discuss, and consider the removal of recently appointed Committee Member Sophia Tang from the Environmental Programs Committee.

BACKGROUND
In July 2025, the City Council appointed Committee Member Tang to serve on the Environmental Programs Committee (EPC). Member Tang attended the initial meeting following appointment but has since accumulated three (3) consecutive unexcused absences.

ANALYSIS
Following each unexcused absence, staff reached out to Member Tang to confirm whether there were any barriers to participation and to offer support if needed. Despite multiple attempts to make contact, staff has not received a response.

The Committee resolution states that “Committee Members who intend to be absent from a meeting shall alert the chairperson and/or staff person assigned. The Chairperson shall state during the meeting, under roll call whether the member is excused (notification was given) or absent (no notification was given). Unexcused absences of members, other than City Council Members, from two or more consecutively scheduled meetings shall result in the automatic vacation of the member’s office.....City Council has the authority to override this rule based on the information received.”
As of this report, no communication has been received from Member Tang.

The EPC currently consists of a full body, including one (1) member who participates remotely. If Council proceeds with removal, the Committee will be reduced to four (4) members. Staff would then initiate recruitment efforts to fill this and any other existing committee vacancies.

CONCLUSION
Consistent participation is essential to maintaining the effectiveness, quorum, and continuity of advisory bodies. Given the consecutive unexcused absences and lack of communication despite staff outreach, the matter is brought forward for City Council consideration in accordance with the Committee’s adopted attendance policy.

POLICY FOCUS
This item supports the Council’s goals by ensuring that appointed advisory bodies remain active, engaged, and compliant with adopted policies and procedures.

FISCAL IMPACT
None.

GOAL ALIGNMENT
This Report and its contents are in alignment with the following Council Policy Goals:
• Goal 6 – Build Community & Promote Civic Participation

PUBLIC NOTICE
Public notification was achieved by posting the agenda, with this agenda item being listed, at least 72 hours prior to the meeting in print and electronically.

ATTACHMENTS
None.