22 ISSUERS
(Client Name) I Account #(0) I As of September 30, 2024
C'MCHANDLER
ASSET MANAGEMENT
Issuer
Investment Type % Portfolio
FHLMC
Agency MBS
0.04%
GNMA
Agency MBS
0.03%
Cash
Cash
0.00%
TOTAL
100.00%
23 QUALITY DISTRIBUTION
(Client Name) I Account #(0) I As of September 30, 2024 S&P Rating
75%
50%
25%
0%
MA
AA
• 09/30/2024 06/30/2024
A
Rating
09/30/2024 06/30/2024
AM
0.2%
0.2%
AA
67.4%
67.9%
A
32.4%
C'MCHANDLER
ASSET MANAGEMENT
Moody's Rating Fitch Rating
75%
50%
25%
0%
• 09/30/2024 El 06/30/2024
Rating
09/30/2024 06/30/2024
AM
61.6%
62.1%
AA
6.6%
6.6%
31.9% A
31.8%
75%
50%
25%
0%
AAA
AA
• 09/30/2024 06/30/2024
Rating
09/30/2024 06/30/2024
AAA
0.0%
0.0%
AA
70.0%
70.5%
31.3% A
12.9%
12.5%
NR
17.1% 17.0%
24 DURATION DISTRIBUTION
(Client Name) I Account #(0) I As of September 30, 2024
C'MCHANDLER
ASSET MANAGEMENT
Portfolio Compared to the Benchmark
70.0%
60.0%
50.0%
40.0%
30.0%
20.0%
10.0%
0.0%
0 - 0.5
0.5-1 1-2
• Client
Al
2-3 3-5
ID
5-7 7-10 10+
• ICE BofA 5-10 Yr AAA -A US Corp & Govt Index
0-0.5 0.5-1
1-2 2-3
3-5 5-7
7 -10 10+
Portfolio
Benchmark*
0.2%
0.2%
0.0%
0.0%
0.0%
0.0%
0.6%
0.0%
25.3%
15.4%
47.8%
62.1%
26.0%
22.3%
0.0%
0.0%
*ICE BofA 5-10 Yr AAA -A US Corp & Govt Index
25 DURATION DISTRIBUTION
(Client Name) I Account #(0) I As of September 30, 2024 60%
50%
40%
30%
20%
10%
0%
0-.25 .25-.5 .5-1
1-2 2-3
• 09/30/2024 MI 06/30/2024
4-5
C'MCHANDLER
ASSET MANAGEMENT
5-7
7+
Date 0-.25 .25-.5 .5-1
1-2 2-3 3-4 4-5 5-7 7+
09/30/2024
0.2%
0.0%
0.0%
0.0%
0.6%
1.8%
23.5%
47.8%
26.0%
06/30/2024
0.1%
0.0%
0.0%
0.0%
0.2%
2.2%
21.4%
44.1%
26.3%
26 INVESTMENT PERFORMANCE
(Client Name) I Account #(0) I As of September 30, 2024
C'MCHANDLER
ASSET MANAGEMENT
Total Rate of Return : Inception 107/01/2013
14.00%
12.00%
10.00%
8.00%
6.00%
4.00%
2.00%
0.00%
- 2.00%
- 4.00%
12 months
• Client
2 years
3 years 5 years 10 years
u ICE BofA 5-10 Year AAA -A US Corporate & Government Index Since Inception
3 Months 12 Months 2 Years 3 Years 5 Years 10 Years Since Inception
TOTAL RATE OF RETURN
State of Client
Benchmark
5.46%
11.57%
6.17%
(0.95%)
0.69%
1.88%
1.83%
5.48%
11.40%
5.73% (1.45%)
0.36%
1.67%
1.60%
*Periods over 1 year are annualized.
Benchmark: DNU-ICE BofA 5-10 Year AAA -A US Corporate & Government Index Total rate of return: A measure of a portfolio's performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending market value; it includes interest earnings, realized and unrealized gains and losses in the portfolio.
27 CM
CHANDLER
ASSET MANAGEMENT
PORTFOLIO HOLDINGS
28 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
AGENCY
3135G05Y5
FEDERAL NATIONAL MORTGAGE
ASSOCIATION 0.75 10/08/2027
5,000,000.00
10/27/2020 5,000,450.00
0.75% 5,000,450.00
91.96 4,597,909.85 0.40% Aaa/AA+
3.58% 18,020.83 (402,540.15) AA+
3.02 2.93
3130AEB25
FEDERAL HOME LOAN BANKS 3.25
06/09/2028
5,000,000.00
4,943,980.00
3.39% 4,943,980.00
98.89 4,944,358.65 0.43% Aaa/AA+ 3.69
3.57% 50,555.56 378.65 AA+ 3.41
3130AGDY8
FEDERAL HOME LOAN BANKS 2.75
06/08/2029
2,725,000.00
06/21/2019 2,804,651.75
2.42% 2,804,651.75
96.11 2,619,020.47 0.23% Aaa/AA+ 4.69
3.66% 23,522.05 (185,631.28) AA+ 4.31
3135G05Q2
FEDERAL NATIONAL MORTGAGE
ASSOCIATION 0.875 08/05/2030
5,000,000.00
0.97%
4,954,299.70
4,954,299.70
85.19 4,259,673.40 0.37% Aaa/AA+ 5.85
3.72% 6,805.56 (694,626.30) AA+ 5.58
3130AV4X7
FEDERAL HOME LOAN BANKS
4.375 03/11/2033
5,000,000.00
04/26/2023 5,137,800.00 102.59 5,129,323.70 0.44% Aaa/AA+ 8.44
4.03% 5,137,800.00 4.01% 12,152.78 (8,476.30) AA+ 7.01
3130AVWG3 FEDERAL HOME LOAN BANKS 4.0 5,000,000.00
06/10/2033
07/20/2023
4.33%
4,869,100.00
4,869,100.00
99.69 4,984,472.75 0.43% Aaa/AA+ 8.69
4.04% 61,666.67 115,372.75 AA+ 7.19
3130B0X87
Total Agency
AGENCY MBS
FEDERAL HOME LOAN BANKS 4.75
03/10/2034
7,500,000.00
06/26/2024 7,586,700.00 105.53 7,914,721.05 0.68% Aaa/AA+ 9.44
4.60% 7,586,700.00 4.04% 20,781.25 328,021.05 AA+ 7.60
35,225,000.00
3.17%
35,296,981.45
35,296,981.45
98.25 34,449,479.87 2.96% Aaa/AA+ 6.70
3.84% 193,504.69 (847,501.58) AA+ 5.73
3138WHCP5 FN AS7277 3.0 05/01/2031 433,951.92
06/28/2016 456,55.2,6% "5 41 422,730.66 0.04% Aaa/AA+ 6.58
2.56% 456,557.t6 4.''% 1,084.88 (33,826.60) AA+ 2.44
3128NHXW8
3128S4ME4
FH 1J1593 6.639 04/01/2037
68,938.48
10/22/2009
5.36%
68,866.32 X03.72
72,188.67 4.94%
71,504.79
0.01% Aaa/AA+ 12.50
381.40 (683.88) AA+ 0.65
FH 1Q0357 6.853 11/01/2037
14,778.93
08/13/2009 15,663.81 101.45
14,993.77
0.00% Aaa/AA+ 13.09
5.25% 15,663.81 5.82% 84.40 (670.04) AA+ 1.00
36225FF79
G2 082889 3.625 07/20/2041 100,371.77
03/14/2012 107,084.14 101.24
3.62% 107,084.14 5.14%
101,614.83 0.01% Aaa/AA+ 16.80
303.21 (5,469.31) AA+ 5.71
36225FJE0
G2 082960 3.7510/20/2041 90,127.54
05/03/2012
3.16%
95,845.03 100.74 90,790.09
95,845.03 5.19%
0.01% Aaa/AA+ 17.05
281.65 (5,054.94) AA+ 5.87
36225FJZ3
G2 082979 3.75 11/20/2041 79,123.91
84,143.29 100.74 79,708.83
3.16% 84,143.29 4.97%
0.01% Aaa/AA+ 17.14
247.26 (4,434.47) AA+ 3.61
36179MN71 G2 MA0414 3.625 09/20/2042 26,273.89
09/11/2012 27,250.99 101.52 26,674.18 0.00% Aaa/AA+ 17.97
1.83% 27,250.99 5.01% 79.37 (576.82) AA+ 4.83
29 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
36179QB67
02 MA1861 4.875 04/20/2044
13,156.61
06/03/2014
1.91%
13,411.83
13,411.83 5.41%
100.48
13,219.74
53.45 0.00% Aaa/AA+
(192.09) AA+
19.56 8.14
31418CNE0 FN MA3088 4.0 08/01/2047
334, 610.40
08/27/2018 341,616.24 97.27
3.86% 341,616.24
325,468.41
0.03% Aaa/AA+ 22.84
4.46% 1,115.37 (16,147.83) AA+ 5.78
3128MJ2T6 FH G08785 4.010/01/2047
3140J6GR2 FN BM2007 4.0 09/01/2048
3140JG6L4 FN BN08744.0 11/01/2048
422,469.39
321,890.28
384,621.55
09/18/2018 427,370.68
3.92% 427,370.68
97.08 410,116.02 0.04% Aaa/AA+
4.51% 1,408.23 (17,254.66) AA+
23.00 5.88
02/25/2019 329,233.41
3.85% 329,233.41
97.27 313,094.90 0.03% Aaa/AA+
4.45% 1,072.97 (16,138.51) AA+
23.92 5.90
06/10/2019 397,241.92
3.80% 397,241.92
97.27 374,111.70 0.03% Aaa/AA+
4.45% 1,282.07 (23,130.22) AA+
24.09 5.94
Total Agency MBS
2,364,284.92
2,290,314.69 3.57% 2,367,607.28
98.01 2,244,027.91 0.19% Aaa/AA+ 18.98
4.50% 7,394.26 (123,579.37) AA+ 4.94
CASH
CCYUSD
Receivable 19,849.64
19,849.64 1.00 19,849.64 0.00% Aaa/AAA 0.00
0.00% 19,849.64 0.00% 0.00
0.00 AAA 0.00
Total Cash
19,849.64 0.00%
19,849.64 1.00
19,849.64 0.00% 0.00
19,849.64
0.00% Aaa/AAA 0.00
0.00 AAA 0.00
CORPORATE
20030NCA7
COMCAST CORP 3.15 02/15/2028 2,000,000.00
10/25/2019 2,099,560.00 97.11
2.46% 2,099,560.00 _3.07%
1,942,264.96 0.17% A3/A- 3.38
8,050.00 (157,295.04) A- 3.15
404280BK4 HSBC HOLDINGS PLC 4.041 2,500,000.00
03/13/2028
11/25/2019 2,655,625.00
3.08% 2,655,625.00
98.97 2,474,266.43 0.21% A3/A- 3.45
5.02% 5,051.25 (181,358.58) A+ 2.30
79466LAH7
SALESFORCE INC 1.5 07/15/2028 2,340,000.00
06/29/2021 2, 327, 925.60
1.58% 2,327,925.60
91.66 2,144,919.75 0.18% A1/A+ 3.79
3.89% 7,410.00 (183,005.85) NA 3.61
037833EH9
APPLE INC 1.408/05/2028 2,000,000.00
1.45%
1,993,900.00
1,993,900.00
91.75 1,834,910.78 0.16% Aaa/AA+ 3.85
3.72% 4,355.56 (158,989.22) NA 3.67
GUARDIAN LIFE GLOBAL FUNDING
40139LBE2 5,070,000.00
1.625 09/16/2028
09/13/2021 5,067,008.70
1.63% 5,067,008.70
90.81 4,604,015.84 0.40% Aa1/AA+ 3.96
4.17% 3,432.81 (462,992.86) NA 3.76
46647PAM8 JPMORGAN CHASE & CO 3.509 2,000,000.00
01/23/2029
2,121,594.11
2.66% 2,121,594.11
97.66 1,953,232.90 0.17% Al/A- 4.31
4.61% 13,256.22 (168,361.21) AA- 3.07
30 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase
Par Value/ Date
Units Purchase
1 Yield
Mkt
Cost Value Price Market Value % of Port.
Book Value Mkt Accrued Int. Gain/Loss
YTM
Moody's/
S&P/
Fitch
Maturity
Duration
91159HJK7
US BANCORP 4.65302/01/2029
4,000,000.00
03/09/2023
5.37%
3,877,840.00
3,877,840.00
100.97
4.71%
4,038,715.20
31,020.00
0.35%
160,875.20
A3/A
A
4.34 3.04
58933YAX3
MERCK & CO INC 3.4 03/07/2029 3,000,000.00
3,107,740.00
2.97% 3,107,740.00
97.72 2,931,612.00
0.25% A1/A+
4.43 3.97% 6,800.00 (176,128.00) WR 4.06
717081ET6 PFIZER INC 3.45 03/15/2029
1,500,000.00 k 06/12/2019
2.93%
1,564,020.00
1,564,020.00
97.99 3.95%
1,469,816.55
2,300.00
0.13% A2/A
(94,203.45) WR
4.45 4.08
87612EBH8
TARGET CORP 3.375 04/15/2029 3,000,000.00
04/23/2019 3,025,020.00
3.27% 3,025,020.00
97.70 3.93%
2,930,963.97
46,687.50
0.25% A2/A
(94,056.03) A
4.54 4.10
693475AW5
PNC FINANCIAL SERVICES GROUP
INC 3.45 04/23/2029
2,000,000.00
2.61%
2,138,025.00
2,138,025.00
97.18 4.13%
1,943,575.74
30,283.33
0.17% A3/A-
(194,449.26) A
4.56 4.10
09247XAP6
BLACKROCK INC 3.25 04/30/2029 2,500,000.00
06/05/2019 2,560,250.00
2.96% 2,560,250.00
97.10 3.95%
2,427,431.18
34,079.86
0.21% Aa3/AA-
(132,818.83) NA
4.58 4.15
665859AU8 NORTHERN TRUST CORP 3.15 1,500,000.00
05/03/2029
12/05/2019 1,576,680.00 96.45
2.52% 1,576,680.00 4.00%
1,446,810.69
19,425.00
0.12% A2/A+
(129,869.31) A+
4.59 4.16
8085138.02 CHARLES SCHWAB CORP 3.25 1,500,000.00
05/22/2029
06/24/2019
2.85%
1,550,340.00 96.11 1,441,602.80 0.12% A2/A-
1,550,340.00 4.18% 17,468.75 (108,737.21) A
4.64 4.20
437076BY7 HOME DEPOT INC 2.95 1,500,000.00
06/15/2029
06/11/2019
2.96%
1,498,455.00 95.48 1,432,158.47 0.12% A2/A
1,498,455.00 4.01% 13,029.17 (66,296.54) A
4.71 4.30
24422EUY3 JOHN DEERE CAPITAL CORP 2.8 2,000,000.00
07/18/2029
08/27/2019
2.32%
2,084,160.00 94.71 1,894,110.52 0.16% Al/A
2,084,160.00 4.02% 11,355.56 (190,049.48) A+
4.80 4.40
30231GBE1 EXXON MOBIL CORP 2.44 3,000,000.00
08/16/2029
08/20/2019
2.27%
3,043,560.00
3,043,560.00
93.61 2,808,196.26 0.24% Aa2/AA- 4.88
3.89% 9,150.00 (235,363.74) NA 4.51
822582CD2 SHELL INTERNATIONAL FINANCE 2,000,000.00
BV 2.37511/07/2029
11/05/2019 1,972,580.00
2.53% 1,972,580.00
92.68 1,853,692.58 0.16% Aa2/A+ 5.10
3.97% 19,000.00 (118,887.42) AA- 4.68
BANK OF NOVA SCOTIA 4.85
06417XAP6 02/01/2030 5,000,000.00
10/23/2023 4,608,450.00
6.38% 4,608,450.00
102.33 5,116,692.20 0.44% A2/A-
4.35% 40,416.67 508,242.20 AA -
5.34 4.63
756109BR4 REALTY INCOME CORP 4.85 4,000,000.00
03/15/2030
4.98%
3,969,460.00
3,969,460.00
102.48
4.33%
4,099,253.64
8,622.22
0.35% A3/A-
129,793.64 NA
5.45 4.63
911312BY1 UNITED PARCEL SERVICE INC 4.45 2,000,000.00
04/01/2030
09/27/2022 1,934,520.00 101.98
4.98% 1,934,520.00 4.05%
2,039,565.58
44,500.00
0.18% A2/A
105,045.58 NA
5.50 4.65
89236TGY5 TOYOTA MOTOR CREDIT CORP 5,000,000.00
3.375 04/01/2030 5.12%
4,493,920.00
4,493,920.00
95.91 4.22%
4,795,422.40
84,375.00
0.41% Al/A+
301,502.40 A+
5.50 4.95
822582CG5 SHELL INTERNATIONAL FINANCE 5,000,000.00
BV 2.75 04/06/2030 3.61%
4,758,960.00
4,758,960.00
93.14 4,656,842.30 0.40% Aa2/A+ 5.51
4.16% 66,840.28 (102,117.70) AA- 4.96
31 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusi Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
665859AV6
NORTHERN TRUST CORP 1.95
05/01/2030
1,500,000.00
07/22/2020
1.34%
1,581,525.00
1,581,525.00
89.13 4.15%
1,337,007.68
12,187.50
0.12% A2/A+
(244,517.33) A+
5.58 5.14
037833EU0 APPLE INC 4.15 05/10/2030
2,000,000.00
05/08/2023 1,994,580.00 102.48 2,049,618.38
4.20% 1,994,580.00 3.66% 32,508.33
0.18% Aaa/AA+
5.61 55,038.38 NA 4.77
747525BK8
QUALCOMM INC 2.15 05/20/2030 5,500,000.00
2.51%
5,436,382.86
5,436,382.86
90.47 4.06%
4,976,094.09
43,029.86
0.43% A2/A
(460,288.77) NA
5.64 5.17
06051GHV4
BANK OF AMERICA CORP 3.194
07/23/2030
5,000,000.00
4.14%
4,826,210.00
4,826,210.00
94.65 4,732,468.65 0.41% Al/A- 5.81
4.70% 30,165.56 (93,741.35) AA- 4.36
171239AG1
CHUBB INA HOLDINGS LLC 1.375
09/15/2030
3,000,000.00
1.41%
2,989,083.12
2,989,083.12
85.74 4.10%
2,572,196.55
1,833.33
0.22% A3/A
(416,886.57) A
5.96 5.60
7974408Z6
SAN DIEGO GAS & ELECTRIC CO
1.7 10/01/2030
3,000,000.00
03/08/2021 2,839,620.00 86.52
2.33% 2,839,620.00 4.27%
2,595,505.59
25,500.00
0.22% Al/A
(244,114.41) A
6.00 5.58
084664CW9 BERKSHIRE HATHAWAY FINANCE 3,000,000.00
CORP 1.4510/15/2030 1.50%
20030N DM0
COMCAST CORP 1.95 01/15/2031 1,000,000.00
01/13/2021
1.84%
2,986,390.40 86.49 2,594,758.14 0.22% Aa2/AA 6.04
2,986,390.40 3.99% 20,058.33 (391,632.26) A+ 5.62
1,009,430.00 86.82 868,234.57 0.07% A3/A- 6.29
1,009,430.00 4.37% 4,116.67 (141,195.43) A- 5.76
756109AX2 REALTY INCOME CORP 3.25 3,000,000.00
01/15/2031
09/19/2022 2,644,890.00
5.01% 2,644,890.00
93.29 2,798,655.27 0.24% A3/A-
4.49% 20,583.33 153,765.27 WR
6.29 5.55
828807DM6 SIMON PROPERTY GROUP LP 2.2 2,500,000.00
02/01/2031
09/15/2021 2,499,975.00
2.20% 2,499,975.00
87.72 2,192,922.00 0.19% A3/A- 6.34
4.45% 9,166.67 (307,053.00) NA 5.76
17275RBS0 CISCO SYSTEMS INC 4.95 8,000,000.00
02/26/2031
7,991,466.50
4.97% 7,991,466.50
104.52 8,361,888.08 0.72% Al/AA-
4.14% 38,500.00 370,421.58 NA
6.41 5.33
46647PBJ4
6174468P7
46647PBL9
JPMORGAN CHASE & CO 4.493
03/24/2031
3,000,000.00
2,830,150.00
5.37% 2,830,150.00
100.54 3,016,084.71 0.26% Al/A-
4.93% 2,620.92 185,934.71 AA -
6.48 4.81
MORGAN STANLEY 3.622
04/01/2031
5,000,000.00
4,440, 275.00
5.52% 4,440,275.00
96.02 4,800,827.40 0.41% Al/A-
4.93% 90,550.00 360,552.40 A+
6.50 4.92
JPMORGAN CHASE & CO 2.522
04/22/2031
2,000,000.00
02/14/2022 1,906,620.00 90.83
3.10% 1,906,620.00 4.75%
1,816,619.24
22,277.67
0.16% Al/A-
(90,000.76) AA -
6.56 5.03
023135BZ8
AMAZON.COM INC 2.1
05/12/2031
4,670,000.00
05/10/2021 4,669,159.40
2.10% 4,669,159.40
88.52 4,134,002.34 0.36% Al/AA 6.61
4.10% 37,865.92 (535,157.06) AA- 6.00
064159469
717081FB4
BANK OF NOVA SCOTIA 2.15
08/01/2031
7,000,000.00
6,334,190.00
3.55% 6,334,190.00
86.57 6,059,983.44 0.52% A2/A-
4.45% 25,083.33 (274,206.56) AA -
6.84 6.19
PFIZER INC 1.75 08/18/2031 2,000,000.00
11/16/2021 1,931,500.00
2.14% 1,931,500.00
85.82 1,716,488.02 0.15% A2/A
4.14% 4,180.56 (215,011.98) WR
6.88 6.33
32 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
89114TZJ4
TORONTO -DOMINION BANK 2.0
09/10/2031
3,000,000.00
09/17/2021
2.05%
2,985,720.00
2,985,720.00
86.70 4.23%
2,600,850.27
3,500.00
0.22%
(384,869.73)
Al/A
AA -
6.94 6.33
713448FE3
PEPSICO INC 1.95 10/21/2031
3,000,000.00
2.02%
2,981,718.20
2,981,718.20
86.85 4.12%
2,605,376.91
26,000.00
0.22% Al/A+
(376,341.29) NA
7.06 6.39
78016EYH4
ROYAL BANK OF CANADA 2.3
11/03/2031
3,500,000.00
11/12/2021 3,504,620.00
2.29% 3,504,620.00
87.48 3,061,633.16 0.26% Al/A
4.37% 33,094.44 (442,986.85) AA -
7.09 6.33
25731VAA2
DOMINION ENERGY SOUTH
CAROLINA INC 2.312/01/2031
4,000,000.00
26444HAK7
DUKE ENERGY FLORIDA LLC 2.4
12/15/2031
2,000,000
808513CA1
CHARLES SCHWAB CORP 2.9
03/03/2032
3,000,000.00
12572QAK1
084664DA6
91324PEJ7
CM E GROUP INC 2.65 03/15/2032 5, 000, 000.00
BERKSHIRE HATHAWAY FINANCE
CORP 2.875 03/15/2032
7,000,000.00
3,990,882.64
2.33% 3,990,882.64
86.43 4.54%
3,457,117.48
30,666.67
0.30% A2/A
(533,765.16) A+
7.17 6.40
1,895,405.00 87.60 1,752,091.30 0.15% Al/A 7.21
3.07% 1,895,405.00 4.43% 14,133.33 (143,313.70) NA 6.42 2,560,635.00 89.83 2,694,944.22 0.23% A2/A- 7.42
2,560,635.00 4.53% 6,766.67 134,309.22 A 6.52
4,583,388.40 90.35 4,517,263.40 0.39% Aa3/AA- 7.46
4,583,388.40 4.17% 5,888.89 (66,125.00) AA- 6.63
6,210,120.00 92.32 6,462,364.30 0.56% Aa2/AA 7.46
4.43% 6,210,120.00 4.08% 8,944.44 252,244.30 A+ 6.59
UNITEDHEALTH GROUP INC 4.2
05/15/2032
4,500,000.00
- 4,452,775.00 99.21 4,464,633.65 0.38% A2/A+ 7.62
4.36% 4,452,775.00 4.32% 71,400.00 11,858.65 A 6.36
747525605
QUALCOMM INC 4.25 05/20/2032 3,000,000.00
- 2,945,505.00 99.94 2,998,324.35 0.26% A2/A
4.49% 2,945,505.00 4.26% 46,395.83 52,819.35 NA
7.64 6.37
89115A2E1 TORONTO -DOMINION BANK 4.456 9,000,000.00
06/08/2032
- 8,312,940.00 99.35 8,941,444.29 0.77% Al/A
5.54% 8,312,940.00 4.56% 125,882.00 628,504.29 NA
7.69 6.35
713448FM5 PEPSICO INC 3.9 07/18/2032 9,000,000.00
8,304,380.00 98.40 8,856,155.43 0.76% Al/A+
4.99% 8,304,380.00 4.14% 71,175.00 551,775.43 NA
7.80 6.60
037833EP1 APPLE INC 3.35 08/08/2032 3,500,000.00
- 3,253,415.00
4.24% 3,253,415.00
95.51 3,342,911.04 0.29% Aaa/AA+ 7.86
4.02% 17,261.81 89,496.04 NA 6.77
931142EY5 WALMART INC 4.15 09/09/2032 2,000,000.00
09/20/2022 1,952,260.00 101.17 2,023,313.72 0.17% Aa2/AA 7.94
4.45% 1,952,260.00 3.98% 5,072.22 71,053.72 AA 6.52
24422EWL9
JOHN DEERE CAPITAL CORP 4.35
09/15/2032
4,000,000.00
3,911,405.00
4.64% 3,911,405.00
100.71
4.24%
4,028,537.44
7,733.33
0.35% Al/A
117,132.44 A+
7.96 6.66
437076CS9
756109BP8
HOME DEPOT INC 4.5 09/15/2032 7,500,000.00
7,260,535.00
4.95% 7,260,535.00
102.28
4.16%
7,671,117.23
15,000.00
0.66% A2/A
410,582.23 A
7.96 6.46
REALTY INCOME CORP 5.625
10/13/2032
3,000,000.00
10/19/2023 2,811,960.00 106.29 3,188,633.85 0.27% A3/A-
6.56% 2,811,960.00 4.68% 78,750.00 376,673.85 NA
8.04 6.16
33 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024
CMCHANDLER
ASSET MANAGEMENT
Cusip
Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
O23135CR5
AMAZON.COM INC 4.7
12/01/2032
6,000,000.00
- 6,073,270.00
4.54% 6,073,270.00
103.96
4.12%
6,237,467.64
94,000.00
0.54%
164,197.64
A1/AA
AA -
8.17 6.50
89236TKR5
TOYOTA MOTOR CREDIT CORP 4.7
01/12/2033
5,000,000.00
- 5,038,315.00
4.60% 5,038,315.00
101.96
4.41%
5,097,782.15
51,569.44
0.44% A1/A+
59,467.15 A+
8.28 6.75
26442CBJ2
DUKE ENERGY CAROLINAS LLC
4.95 01/15/2033
5,000,000.00
- 5,007,380.00
4.93% 5,007,380.00
103.09
4.50%
5,154,293.20
52,250.00
0.44% Aa3/A
146,913.20 NA
8.29 6.54
87612EBQ8
637432PA7
78016FZX5
20030NEC1
TARGET CORP 4.4 01/15/2033
7,000,000.00
4.51%
6,942,200.00
6,942,200.00
100.91
4.27%
7,063,688.03
65,022.22
0.61% A2/A
121,488.03 A
8.29 6.66
NATIONAL RURAL UTILITIES
COOPERATIVE FINANCE CORP 5.8
01/15/2033
ROYAL BANK OF CANADA 5.0
02/01/2033
COMCAST CORP 4.65 02/15/2033
7,000,000.00
8,000,000.00
5,000,000.00
6.17%
6,821,460.00
6,821,460.00
108.33
4.58%
7,582,798.72
85,711.11
0.65% Al/A-
761,338.72 A+
8.29 6.23
7,735,430.00
5. /0 7,735,430.00
103.47 8,277,891.92 0.71% Al/A
4.49% 66,666.67 542,461.92 AA -
8.34 6.74
- 4,986,780.00
4.68% 4,986,780.00
101.43
4.44%
5,071,500.05
29,708.33
0.44% A3/A-
84,720.05 A-
8.38 6.68
438516CK0 HONEYWELL INTERNATIONAL INC 10,000,000.00
5.0 02/15/2033
9,934,460.00
5.10% 9,934,460.00
104.53
4.35%
10,452,877.30
63,888.89
0.90%
518,417.30
A2/A
A
8.38 6.62
532457CF3 ELI LILLY AND CO 4.7 02/27/2033
7,000,000.00
- 7,032,030.00 102.88
4.64% 7,032,030.00 4•'%
7,201,379.78
31,072.22
0.62% A1/A+
169,349.78 NA
8.41 6.72
911312628 UNITED PARCEL SERVICE INC 5,000,000.00
4.875 03/03/2033
5,036,405.00
4.78% 5,036,405.00
103.48
4.38%
5,173,756.65
18,958.33
0.45% A2/A
137,351.65 NA
8.42 6.69
0091586F2 AIR PRODUCTS AND CHEMICALS 8,500,000.00
INC 4.8 03/03/2033
- 8,521,575.00
4.77% 8,521,575.00
103.30
4.33%
8,780,275.52
31,733.33
0.76% A2/A
258,700.52 NA
8.42 6.71
828807DU8 SIMON PROPERTY GROUP LP 5.5 4,500,000.00
03/08/2033
57636QAX2 MASTERCARD INC 4.85 3,000,000.00
03/09/2033
- 4,491,950.00 105.63 4,753,317.56 0.41% A3/A-
5.52% 4,491,950.00 4.68% 15,812.50 261,367.56 NA
8.44 6.57
06/13/2023 3,042,750.00 103.93 3,118,018.35 0.27% Aa3/A+
4.66% 3,042,750.00 4.29% 8,891.67 75,268.35 NA
8.44 6.72
74456QCL8 PUBLIC SERVICE ELECTRIC AND 8,000,000.00
GAS CO 4.65 03/15/2033
- 7,748,688.00
5.09% 7,748,688.00
101.42
4.45%
8,113,311.04
16,533.33
0.70% Al/A
364,623.04 NA
8.45 6.76
59217GFP9 METROPOLITAN LIFE GLOBAL 5,000,000.00
FUNDING 15.1503/28/2033
5.20%
4,981,340.00
4,981,340.00
103.79
4.61%
5,189,650.25
2,145.83
0.45% Aa3/AA-
208,310.25 AA -
8.49 6.86
341081GL5 FLORIDA POWER & LIGHT CO 5.1 7,000,000.00
04/01/2033
4,77%
7,176,590.00
7,176,590.00
104.61
4.44%
7,322,649.60
178,500.00
0.63% Aa2/A+
146,059.60 AA -
8.50 6.72
34 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
931142FD0
91324PEV0
WALMART INC 4.104/15/2033
5,000,000.00
- 4,945,725.00
4.23% 4,945,725.00
100.28
4.06%
5,014,247.40
94,527.78
0.43%
Aa2/AA
68,522.40 AA
8.54 6.84
UNITEDHEALTH GROUP INC 4.5
04/15/2033
10,000,000.00
- 9,798,905.00
4.77% 9,798,905.00
100.45
4.44%
10,044,500.80
207,500.00
0.86% A2/A+
245,595.80 A
8.54 6.72
46647PDC7
JPMORGAN CHASE & CO 4.586
04/26/2033
7,000,000.00
- 6,592,710.00
5.45% 6,592,710.00
100.02 7,001,482.74 0.60% Al/A-
4.79% 138,216.94 408,772.74 M-
8.57 6.21
06051GKQ1
BANK OF AMERICA CORP 4.571
04/27/2033
7,500,000.00
- 7,105,085.00
5.33% 7,105,085.00
99.52 7,463,976.08 0.64% Al/A-
4.85% 146,652.92 358,891.08 AA -
8.57 6.21
037833EV8
APPLE INC 4.3 05/10/2033 2,500,000.00
05/10/2023 2,514,750.00 103.13 2,578,340.05 0.22% Aaa/AA+ 8.61
4.23% 2,514,750.00 3.87% 42,104.17 63,590.05 NA 6.88
857477BU6
STATE STREET CORP 4.421
05/13/2033
2,000,000.00
05/12/2023 1,924,940.00 99.42
4.94% 1,924,940.00 4.70%
1,988,381.16
33,894.33
0.17% Al/A
63,441.16 AA -
8.62 6.29
20030NEE7
COMCAST CORP 4.8 05/15/2033 3,500,000.00
6.02%
3,192,540.00
3,192,540.00
101.97
4.52%
3,569,096.51
63,466.67
0.31% A3/A-
376,556.51 A-
8.62 6.73
30303M8N5 META PLATFORMS INC 4.95 5,000,000.00
05/15/2033
10/18/2023 4,675,300.00 104.96 5,248,220.15 0.45% Aa3/AA-
5.84% i 4,675,300.00 4.26% 93,500.00 572,920.15 NA
05/11/2023 5,065,650.00 101.64 5,081,935.25 0.44% Al/A+
4.33% 5,065,650.00 4.27% 83,750.00 16,285.25 NA
8.62 6.73
58933YBK0
MERCK & CO INC 4.5 05/17/2033 5,000,000.00
8.63 6.82
716973AE2 PFIZER INVESTMENT ENTERPRISES 7,500,000.00
PTE LTD 4.75 05/19/2033 5.18%
7,265,650.00
7,265,650.00
101.93 7,644,735.38 0.66% A2/A
4.48% 130,625.00 379,085.38 WR
8.63 6.76
747525B51
QUALCOMM INC 5.4 05/20/2033 4,000,000.00
- 4,055,920.00
5.21% 4,055,920.00
107.74
4.32%
4,309,762.92
78,600.00
0.37% A2/A
253,842.92 NA
8.64 6.65
09247XAT8 BLACKROCK INC 4.75 05/25/2033 10,000,000.00
9,783,895.00
5.04% 9,783,895.00
102.90 10,289,869.50 0.89% Aa3/AA- 8.65
4.34% 166,250.00 505,974.50 NA 6.79
74340XCE9 PROLOGIS LP 4.75 06/15/2033 7,000,000.00
- 6,624,720.00
5.47% 6,624,720.00
101.35
4.56%
7,094,567.83
97,902.78
0.61% A3/A
469,847.83 NA
8.71 6.82
61747YEU5 MORGAN STANLEY 4.889 5,000,000.00
07/20/2033
06/16/2023 4,800,950.00 101.25 5,062,480.45 0.44% Al/A-
5.45% 4,800,950.00 4.90% 48,210.97 261,530.45 A+
8.80 6.38
857477BV4 STATE STREET CORP 4.164 2,000,000.00
08/04/2033
10/30/2023 1,699,560.00 97.29
6.43% 1,699,560.00 4.77%
1,945,716.10
13,186.00
0.17% Al/A
246,156.10 AA -
8.84 6.56
404280DH9
HSBC HOLDINGS PLC 5.402
08/11/2033
2,500,000.00 09/26/2024
4.85%
2,588,925.00
2,588,925.00
103.59
5.11%
2,589,757.35
18,756.94
0.22% A3/A-
832.35 A+
8.86 6.34
05565ECF0
BMW US CAPITAL LLC 5.15 8 000,000.00 7,786,280.00 103.11 08/11/2033 5.52% 7,786,280.00 4.72%
8,248,655.60
57,222.22
0.71% A2/A
462,375.60 NA
8.86 6.88
35 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
24422EXE4
06406RBM8
JOHN DEERE CAPITAL CORP 5.15
09/08/2033
4,000,000.00
5.80%
3,806,060.00
3,806,060.00
105.62
4.38%
4,224,822.60
13,161.11
0.36%
418,762.60
Al/A
A+
8.94 7.15
BANK OF NEW YORK MELLON
CORP 5.83410/25/2033
10,000,000.00
9,740,660.00 108.32 10,831,629.60 0.93% Al/A
6.22% 9,740,660.00 4.47% 252,806.67 1,090,969.60 AA -
9.07 6.32
89236TLM5
TOYOTA MOTOR CREDIT CORP 4.8
01/05/2034
4,000,000.00 02/07/2024 3,961,600.00 101.97
4.92% 3,961,600.00 4.54%
4,078,618.80
45,866.67
0.35% Al/A+
117,018.80 A+
9.27 7.35
02665WEZ0
26442CBM5
29379VCF8
AMERICAN HONDA FINANCE
CORP 4.9 01/10/2034
8,500,000.00
5.08%
8,381,005.00
8,381,005.00
101.71
4.67%
8,645,748.48
93,712.50
0.74% A3/A-
264,743.48 NA
9.28 7.33
DUKE ENERGY CAROLINAS LLC
4.85 01/15/2034
3,000,000.00
01/17/2024 2,945,190.00 102.28
5.09% 2,945,190.00 4.55%
ENTERPRISEPRODUCTS
OPERATING LLC 4.85 01/31/2034
5,000,000.00
4,783,850.00 101.45
5.43% 4,783,850.00 4.66%
74340XCJ8
PROLOGIS LP 5.0 03/15/2034
5,000,000.00
5.23%
171239AK2
05565ECK9
CHUBB INA HOLDINGS LLC5.0
03/15/2034
BMW US CAPITAL LLC 5.15
04/02/2034
7,000,000.00
3,000,000.00
4.95%
05/16/2024
5.28%
3,068,438.31
30,716.67
5,072,308.05
41,090.28
0.26% Aa3/A
123,248.31 NA
0.44% A3/A-
288,458.05 A-
9.29 7.21
9.34 7.24
4,911,330.00
4,911,330.00
7,025,160.00
7,025,160.00
2,970,330.00
2,970,330.00
102.54
4.66%
103.85
4.50%
5,127,228.10
11,111.11
7,269,240.86
15,555.56
0.44% A3/A
215,898.10 NA
9.45 7.33
0.63% A3/A
244,080.86 A
9.45 7.35
102.05
4.88%
3,061,434.84
76,820.83
0.26% A2/A
91,104.84 NA
9.50 7.14
61747YFE0
MORGAN STANLEY 5.25
04/21/2034
2,500,000.00
04/18/2024 2,398,075.00 103.28
5.84% 2,398,075.00 4.94%
2,581,972.53
58,333.33
0.22% Al/A-
183,897.53 A+
9.56 6.72
06051GLH0
BANK OF AMERICA CORP 5.288
04/25/2034
2,500,000.00
04/16/2024 2,399,025.00 103.97
5.87% 2,399,025.00 4.89%
2,599,194.10
57,286.67
0.22% Al/A-
200,169.10 AA -
9.57 6.72
191216DR8
COCA-COLA CO 5.005/13/2034
5,000,000.00
05/14/2024 4,997,650.00 105.37
5.01% 4,997,650.00 4.31%
5,268,703.30
95,833.33
0.45% A1/A+
271,053.30 NA
9.62 7.35
24422EXU8
JOHN DEERE CAPITAL CORP 5.05
06/12/2034
2,500,000.00
06/11/2024 2,469,875.00 104.41
5.21% 2,469,875.00 4.48%
2,610,268.85
38,576.39
0.22% Al/A
140,393.85 A+
9.70 7.55
Total Corporate
458,080,000.00
4.61%
446,640,642.93
446,640,642.93
99.83 4.40%
455,776,130.31
4,672,503.51
39.21% Al/A
9,135,487.38 A+
7.68 6.18
MONEY MARKET
FUND
665278404
NORTHERN INST:US GVT SHS
2,399,124.32
4.78%
2,399,124.32
2,399,124.32 4.78%
1.00 2,399,124.32
0.00 0.21% Aaa/AAAm
0.00 NA
0.00 0.00
36 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
Total Money Market
Fund
2,399,124.32
4.78%
2,399,124.32
2,399,124.32
1.00 4.78%
2,399,124.32
0.00 0.21% Aaa/AAAm
0.00 NA
0.00 0.00
US TREASURY
9128286B1
UNITED STATES TREASURY 2.625
02/15/2029
5,000,000.00
4,926,728.51
3.05% 4,926,728.51
96.15 4,807,617.20 0.41% Aaa/AA+
3.58% 16,762.91 (119,111.31) AA+
4.38 4.07
91282CEE7
UNITED STATES TREASURY 2.375
03/31/2029
9128286T2
UNITED STATES TREASURY 2.375
05/15/2029
3,000,000.00
5,000,000.00
04/19/2022 2,895,117.19
2.93% 2,895,117.19
95.01 2,850,351.57 0.25% Aaa/AA+
3.59% 195.74 (44,765.62) AA+
4.50 4.21
06/26/2019 5,145,117.19
2.05% 5,145,117.19
94.91 4,745,312.50 0.41% Aaa/AA+
3.58% 44,853.94 (399,804.69) AA+
4.62 4.28
91282CES6
UNITED STATES TREASURY 2.75
05/31/2029
7,500,000.00
3.88%
kedgfr 29,223,437.51 98.56 29,567,578.20 2.54% Aaa/AA+ 4.75
3.72% ® 29,223,437.51 3.58% 246,399.46 344,140.69 AA+ 4.32 91282CEV9 UNITED STATES TREASURY 3.25 30,000,000.00
06/30/2029
7,006,582.03
7,006,582.03
96.43 7,232,519.55 0.62% Aaa/AA+ 4.67
3.59% 69,313.52 225,937.52 AA+ 4.29
91282CFJ5 UNITED STATES TREASURY 3.125 30,000,000.00
08/31/2029
28,595,039.07 97.92
3.93% 28,595,039.07 3.59%
29,375,390.70 2.53% Aaa/AA+ 4.92
80,283.15 780,351.63 M+ 4.50
912828YS3 UNITED STATES TREASURY 1.75 10,000,000.00
11/15/2029
1.38%
10,346,875.00
10,346,875.00
91.61 9,161,328.10 0.79% Aaa/AA+ 5.13
3.56% 66,100.54 (1,185,546.90) AA+ 4.79
UNITED STATES TREASURY 3.875
91282CFY2 20,000,000.00
11/30/2029
- 20,037,304.69 101.31 20,261,718.80 1.74% Aaa/AA+ 5.17
3.85% 20,037,304.69 3.59% P' 260,450.82 224,414.11 AA+ 4.59 91282CGJ4 UNITED STATES TREASURY 3.5 35,000,000.00
01/31/2030
- 34,055,078.14 99.50 34,825,000.00 3.00% Aaa/AA+ 5.34
3.95% 34,055,078.14 3.60% 206,385.87 769,921.86 AA+ 4.79 912828Z94 UNITED STATES TREASURY 1.5 10,000,000.00
02/15/2030
10,417,732.56 89.79 8,979,296.90 0.77% Aaa/AA+ 5.38
1.06% 10,417,732.56 3.61% 19,157.61 (1,438,435.66) AA+ 5.07 91282CGQ8 UNITED STATES TREASURY 4.0 35,000,000.00
02/28/2030
34,940,820.33
4.03% 34,940,820.33
101.92 35,671,289.15 3.07% Aaa/AA+ 5.41
3.61% 119,889.50 730,468.82 AA+ 4.82
91282CGS4 UNITED STATES TREASURY 3.625 35,000,000.00
03/31/2030
3.89%
34,477,343.76
34,477,343.76
100.07 35,023,242.10 3.01% Aaa/AA+ 5.50
3.61% 3,485.58 545,898.34 AA+ 4.94
912828ZQ6 UNITED STATES TREASURY 0.625 5,000,000.00
05/15/2030
0.70%
4,962,890.63
4,962,890.63
84.92 4,246,093.75 0.37% Aaa/AA+ 5.62
3.61% 11,803.67 (716,796.88) AA+ 5.41
UNITED STATES TREASURY 3.75
91282CHF1 30,000,000.00
05/31/2030
3.87%
29,784,667.97
29,784,667.97
100.66 30,198,046.80 2.60% Aaa/AA+ 5.67
3.62% 378,073.77 413,378.83 AA+ 5.00
37 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024 CAtCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase
Par Value/ Date Cost Value
Units Purchase Book Value
Yield
Mkt
Price Market Value % of Port.
Mkt Accrued Int. Gain/Loss
YTM
Moody's/
S&P/
Fitch
Maturity
Duration
91282CHR5
UNITED STATES TREASURY 4.0
07/31/2030
20,000,000.00
- 19,230,859.38
4.67% 19,230,859.38
101.96
20,391,406.20
1.75% Aaa/AA+
3.62% 134,782.61 1,160,546.82 AA+
5.83 5.14
91282CAE1
UNITED STATES TREASURY 0.625
08/15/2030
2,500,000.00
- 2,467,070.31
0.76% 2,467,070.31
84.27 2,106,835.95
0.18% Aaa/AA+
5.87 3.62% 1,995.58 (360,234.36) AA+ 5.66
91282CHZ7
UNITED STATES TREASURY 4.625
09/30/2030
20,000,000.00
- 19,622,656.25
4.95% 19,622,656.25
105.32 21,063,281.20 1.81% Aaa/AA+ 6.00
3.63% 2,541.21 1,440,624.95 AA+ 5.23
91282CJG7
UNITED STATES TREASURY 4.875
10/31/2030
20,000,000.00
4.08%
20,944,921.88
20,944,921.88
106.73 21,346,875.00 1.84% Aaa/AA+ 6.08
3.63% 408,016.30 401,953.12 AA+ 5.17
91282CAV3
UNITED STATES TREASURY 0.875
11/15/2030
5,000,000.00
1.01%
4,938,632.81
4,938,632.81
85.11 4,255,468.75 0.37% Aaa/AA+ 6.13
3.61% 16,525.14 (683,164.06) AA+ 5.83
91282CBL4
UNITED STATES TREASURY 1.125
02/15/2031
10,000,000.00
1.42%
9,731,298.84
9,731,298.84
B_.
UNITED STATES TREASURY 4.625 05/30/2024 7,525,781.25
91282CKN0 04/30/2031 7,500,000.00
4.57% 7,525,781.25
85.99 8,599,218.80 0.74% Aaa/AA+ 6.38
3.60% 14,368.21 (1,132,080.04) AA+ 6.03
105.64
3.65%
7,923,339.83
145,159.65
0.68% Aaa/AA+ 6.58
397,558.58 AA+ 5.57
91282CCB5
UNITED STATES TREASURY 1.625 2,500,000.00 07/23/2021 2,572,656.25 88.16 05/15/2031 . 1.31% 2,572,656.25 3.65%
2,204,003.90
15,344.77
0.19% Aaa/AA+ 6.62
(368,652.35) AA+ 6.12
91282CCS8 UNITED STATES TREASURY 1.25 5,000,000.00
08/15/2031
1.36%
4,948,144.54
4,948,144.54
85.40 4,270,117.20 0.37% Aaa/AA+ 6.87
3.67% 7,982.34 (678,027.34) AA+ 6.45
91282CEP2 UNITED STATES TREASURY 2.875 25,000,000.00
05/15/2032
- 23,876,875.01
3.45% 23,876,875.01
94.52 23,630,859.50 2.03% Aaa/AA+ 7.62
3.71% 271,484.38 (246,015.51) AA+ 6.67
91282CFF3 UNITED STATES TREASURY 2.75 25,000,000.00
08/15/2032
- 22,993,457.03
3.75% 22,993,457.03
93.45 23,361,328.00 2.01% Aaa/AA+ 7.88
3.72% 87,805.71 367,870.97 AA+ 6.95
91282CFV8
91282CGM7
91282CHC8
UNITED STATES TREASURY 4.125
11/15/2032
35,000,000.00
4.03%
35,324,511.73
35,324,511.73
102.86 36,002,148.35 3.10% Aaa/AA+ 8.13
3.71% 545,329.48 677,636.62 AA+ 6.77
UNITED STATES TREASURY 3.5
02/15/2033
30,000,000.00
3.89%
29,046,679.70
29,046,679.70
98.26 3.74%
29,477,343.60
134,103.26
2.54% Aaa/AA+
430,663.90 AA+
8.38 7.15
UNITED STATES TREASURY 3.375
05/15/2033
40,000,000.00
4.05%
37,882,324.23
37,882,324.23
97.22 38,889,062.40 3.35% Aaa/AA+ 8.62
3.75% 509,918.48 1,006,738.17 AA+ 7.30
91282CHT1
91282CJJ1
91282CJZ5
UNITED STATES TREASURY 3.875
08/15/2033
40,000,000.00
37,253,906.26
4.76% 37,253,906.26
100.80 40,321,875.20 3.47% Aaa/AA+ 8.87
3.77% 197,961.96 3,067,968.94 AA+ 7.42
UNITED STATES TREASURY 4.5
11/15/2033
25,000,000.00
4.02%
25,966,992.19
25,966,992.19
105.61 26,401,367.25 2.27% Aaa/AA+
3.77% 424,932.07 434,375.06 AA+
9.13 7.37
UNITED STATES TREASURY 4.0
02/15/2034
30,000,000.00
- 29,079,687.52
4.39% 29,079,687.52
101.72 30,515,625.00 2.63% Aaa/AA+
3.78% 153,260.87 1,435,937.48 AA+
9.38 7.74
38 HOLDINGS REPORT
(Client Name) I Account #(0) I As of September 30, 2024
C'MCHANDLER
ASSET MANAGEMENT
Cusip Security Description
Purchase Mkt
Par Value/ Date Cost Value Price Market Value % of Port.
Units Purchase Book Value Mkt Accrued Int. Gain/Loss
Yield YTM
Moody's/
S&P/
Fitch
Maturity
Duration
91282CKQ3
UNITED STATES TREASURY 4.375
05/15/2034
45,000,000.00
4.37%
45,019,335.94
45,019,335.94
104.73
47,130,468.75
4.05% Aaa/AA+
3.78% 743,631.11 2,111,132.81 AA+
9.62 7.73
91282CLF6
UNITED STATES TREASURY 3.875
08/15/2034
22,500,000.00
22,706,640.63
3.76% 22,706,640.63
100.70
22,658,203.13
1.95% Aaa/AA+
9.87 3.79% 111,353.60 (48,437.51) AA+ 8.11
Total US Treasury
670,500,000.00 ' 3.87%
657,947,166.33
657,947,166.33
99.77 667,493,613.32 57.42% Aaa/AA+ 7.05
3.68% 5,449,652.79 9,546,446.99 AA+ 6.06
Total Portfolio
1,144,668,049.60 99.54 1,162,382,225.38 100.00% Aa3/AA- 7.30
4.14% 1,144,671,371.96 3.97% 10,323,055.24 17,710,853.42 AA 6.08 Total Market Value +
Accrued
1,172,705,280.62
39 CM
CHANDLER
ASSET MANAGEMENT
TRANSACTIONS
40 TRANSACTION LEDGER
(Client Name) I Account #(0) 107/01/2024 Through 09/30/2024
C'MCHANDLER
ASSET MANAGEMENT
Transaction Type
Settlement CUSIP
Date
Quantity Security Description
Price
Acq/Disp
Yield
Amount
Interest Purl
Sold
Total Amount Gain/Loss
ACQUISITIONS
Purchase
07/23/2024 171239AK2
CHUBB INA HOLDINGS
3,000,000.00
LLC 5.0 03/15/2034
4.90% (56,666.67) (3,078,746.67)
0.00 Purchase
07/23/2024 91282CKQ3
UNITED STATES
15,000,000.00 TREASURY 4.375
05/15/2034
4.27% (123,046.88) (15,246,679.69)
0.00 Purchase
07/31/2024 171239AK2
4,000,000.00
CHUBB INA HOLDINGS
LLC 5.0 03/15/2034
4.99%
(80,000.00)
Purchase
07/31/2024 91282CKQ3
5,000,000.00
UNITED STATES
TREASURY 4.375
05/15/2034
4.11%
(45,771.06)
(4,083,080.00)
(5,153,192.94)
0.00 0.00
Purchase
08/29/2024 91324PEV0
UNITEDHEALTH GROUP
2,500,000.00
INC 4.5 04/15/2033
99.430 4.58%
(41,875.00) (2,527,625.00)
0.00 Purchase
08/29/2024 74340XCJ8
PROLOGIS LP 5.0
2,000,000.00
03/15/2034 ,'
Purchase
08/29/2024 91282CLF6
UNITED STATES
7,500,000.00 TREASURY 3.875
08/15/2034
4.76%
(59,444.44)
(2,094,884.44)
0.00 3.84%
(11,056.39)
(7,530,392.33)
0.00 Purchase
Purchase
Purchase
08/30/2024 91282CLF6
09/18/2024 91282CLF6
09/27/2024 404280DH9
5,000,000.00
10,000,000.00
2,500,000.00
UNITED STATES
TREASURY 3.875
08/15/2034
UNITED STATES
TREASURY 3.875
08/15/2034
3.8"D‘
(7,897.42)
(5,010,045.86)
0.00 Sii3.65% (35,801.63) (10,220,957.88)
0.00 HSBC HOLDINGS PLC
5.402 08/11/2033
4.85%
(17,256.39)
(2,606,181.39)
0.00 Total Purchase
56,500,000.00
(478,815.88) (57,551,786.20)
0.00 TOTAL
ACQUISITIONS
56,500,000.00
(478,815.88) (57,551,786.20)
0.00 DISPOSITIONS
Sale
07/03/2024 458140CG3
(2,000,000.00) INTEL CORP 5.2
02/10/2033
99.440 5.24% 1,988,800.00
41, 311.11
2,030,111.11 (21,175.65)
Sale
07/23/2024 437076BW1
(2,000,000.00) HOME DEPOT INC 3.9
12/06/2028
97.431 3.34% 1,948,620.00
10,183.33
1,958,803.33 (142,080.00)
41 TRANSACTION LEDGER
(Client Name) I Account #(0) 107/01/2024 Through 09/30/2024
C'MCHANDLER
ASSET MANAGEMENT
Transaction Type
Settlement CUSIP
Date
Quantity
Security Description
Price
Acq/Disp
Yield
Amount
Interest Purl
Sold
Total Amount Gain/Loss
Sale
07/23/2024 9128285M8 (15,000,000.00)
UNITED STATES
TREASURY 3.125
11/15/2028
95.621 4.24% 14,343,164.06 87,890.63
14,431,054.69 116,406.25
Sale
07/31/2024 9128285M8 (7,500,000.00)
UNITED STATES
TREASURY 3.125
11/15/2028
96.117 4.24% 7,208,789.06 49,040.42
7,257,829.48 95,410.15
Sale
08/29/2024 91324PDS8
(1,500,000.00)
UNITEDHEALTH GROUP
INC 2.875 08/15/2029
94.082 2.59% 1,411,230.00
1,677.08
1,412,907.08 (126,655.00)
Sale
08/29/2024 9128286B1
(2,500,000.00)
Sale
08/29/2024 9128285M8 (2,500,000.00)
UNITED STATES
TREASURY 2.625
02/15/2029
UNITED STATES
TREASURY 3.125
11/15/2028
95.629 3.68% 2,390,722.66
2,496.60
2,393,219.26 (72,641.60)
Sale
Sale
Sale
08/30/2024 9128286B1 (2,500,000.00)
08/30/2024 9128285M8 (2,500,000.00)
09/17/2024 9128286B1 (7,500,000.00)
Sale
09/17/2024 9128285M8 (2,500,000.00)
UNITED STATES
TREASURY 2.625
02/15/2029
UNITED STATES
TREASURY 3.125
11/15/2028
UNITED STATES
TREASURY 2.625
02/15/2029
UNITED STATES
TREASURY 3.125
11/15/2028
97.594
97.746
4.24% 2,443,652.34
22,503.40
2,466,155.74
72,526.04
95.477
"I.
96.691
3.68% 2,386,914.06
4.24% 2,439,843.75
3.68% 7,251,855.47
2,674.93
22,715.69
17,654.55
2,389,588.99 (76,450.20)
2,462,559.44 68,717.45
7,269,510.02 (138,237.30)
98.754 4.24% 2,468,847.66
26,537.02
2,495,384.68 97,721.36
Total Sale
284,684.76 46,567,123.82 (126,458.51)
TOTAL DISPOSITIONS
284,684.76
46,567,123.82 (126,458.51)
42 IMPORTANT DISCLOSURES
(Client Name) I Account #(0) I As of September 30, 2024 2024 Chandler Asset Management, Inc, An Independent Registered Investment Adviser.
C'MCHANDLER
ASSET MANAGEMENT
Information contained herein is confidential. Prices are provided by ICE Data Services Inc ("IDS"), an independent pricing source. In the event IDS does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.
Performance results are presented gross -of -advisory fees and represent the client's Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.
Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.
Source ICE Data Indices, LLC ("ICE"), used with permission. ICE permits use of the ICE indices and related data on an "as is" basis; ICE, its affiliates and their respective third party suppliers disclaim any and all warranties and representations, express and/or implied, including any warranties of merchantability or fitness for a particular purpose or use, including the indices, index data and any data included in, related to, or derived therefrom. Neither ICE data, its affiliates or their respective third party providers guarantee the quality, adequacy, accuracy, timeliness or completeness of the indices or the index data or any component thereof, and the indices and index data and all components thereof are provided on an "as is" basis and licensee's use it at licensee's own risk. ICE data, its affiliates and their respective third party do not sponsor, endorse, or recommend chandler asset management, or any of its products or services.
This report is provided for informational purposes only and should not be construed as a specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of publication, but may become outdated or superseded at any time without notice. Any opinions or views expressed are based on current market conditions and are subject to change. This report may contain forecasts and forward -looking statements which are inherently limited and should not be relied upon as indicator of future results. Past performance is not indicative of future results. This report is not intended to constitute an offer, solicitation, recommendation or advice regarding any securities or investment strategy and should not be regarded by recipients as a substitute for the exercise of their own judgment.
Fixed income investments are subject to interest, credit and market risk. Interest rate risk: the value of fixed income investments will decline as interest rates rise. Credit risk: the possibility that the borrower may not be able to repay interest and principal. Low rated bonds generally have to pay higher interest rates to attract investors willing to take on greater risk. Market risk: the bond market in general could decline due to economic conditions, especially during periods of rising interest rates.
Ratings information have been provided by Moody's, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.
Security level ratings for U.S. Agency issued mortgage -backed securities ("MBS") reflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody's and Fitch respectively.
43 BENCHMARK DISCLOSURES
(Client Name) I Account #(0) I As of September 30, 2024
C'MCHANDLER
ASSET MANAGEMENT
Benchmark Disclosure
DNU-ICE BofA 5-10 Year AAA -A US
Corporate & Government Index
The ICE BofA 5-10 AAA -A Year US Corporate & Government Index tracks the performance of US dollar denominated investment grade debt
publicly issued in the US domestic market, including US Treasury, US agency, foreign government, supranational, and corporate securities.
Qualifying securities must be rated AAA through A3 (based on an average of Moody's, S&P and Fitch). In addition, qualifying securities must
have at least five years remaining term to final maturity and less than ten years remaining term to final maturity, at least five years to final
maturity at point of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for US Treasuries and $250 million for
all other securities.
The ICE BofA US 1-5 Year AAA -A US Corporate & Government Index tracks the performance of US dollar denominated investment grade debt
publicly issued in the US domestic market, including US Treasury, US agency, foreign government, supranational, and corporate securities.
Qualifying securities must be issued from US issuers and be rated AAA through A3 (based on an average of Moody's, S&P and Fitch). In
addition, qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final
maturity, at least 18 months to final maturity at point of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion
for US Treasuries and $250 million for all other securities.
The ICE BofA US 6 -Month Treasury Bill Index is comprised of a single issue purchased at the beginning of the month and held for a full month.
At the end of the month that issue is sold and rolled into a newly selected issue. The issue selected at each month -end rebalancing is the
outstanding Treasury Bill that matures closest to, but not beyond, six months from the rebalancing date.
44 '„CHANDLER DASHB0ARBS'
ASSET MANAGEMENT
ACCOUNTING ' STATEMENTS s,
Y Start Using Al
GASB 72 Fair Value Measurements
Chandler Client Managed Amain (3695021 as of 1//142024
Q®
Security Type Category
Level Level2
Level3 Other
Total
Agency
Agency 085
Asset Backed
Corporate
Currency
MM Fund
Muni
Non -OS Gov
US Gov
0.00 0.00
0.00 0.00
122.51739
83,357.45
0.00 0.00
0.00 .n
37,028,71258
42,864,918.45
26,063,213.62
91,898,278.93
0.00 0.00
3,639,708.80
13,123,728.69
134,146,532.42
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
0.00 0.00
37,028,712.58
42,864,918.45
26,063,213.62
91,898,27893
122,51739
83,357.45
3,639,708.80
13,123,728.69
134,146,532.42
205,374.84
348,765,09.3.48
0.0)
0.00 348,970,96832
NI Override
Level
Amount
Identifier
Security Description GASB Current Units
Fair Value Level
Smutty Type
GASS Net Unrealised Market
Gain/Loss Price
0.00 2.000.:
GASB Market Value
205,874.84
GASB Total Market • Settled 510100
Value
205,874.84 •
.[1. Level2
GASB 40 Report
Chandler Client Managed Amours (339502) for 11/00024-11/1411024 Portfolio Characteristics
View Full Repo,
Poritol,o
Total Market Value
Avg Maturity
Duration
351,537,335.24
2.99 2.61
Footnotes: • Weighted by. Total Market Value
CUSIP Details
View Full Report
Rate
Durat,on Market Tern
UNITED STATES TOE... 9,119,904.18
FEDERAL HOME LOA... 8,679,877.33
UNITED STATES TRE... 8,386,869.54
UNITED STATES TRE... 7,970,453.30
UNITED STATES TRE... 7,885,475.52
UNITED STATES TRE... 7,590,820.35
UNITED STATES TRE... 7,452,822.41
UNITED STATESTRE... 6,842,179.73
EMUS K-07142 328... 5,947,683.13
UNITED STATES TRE... 5,608,710.79
UNITED STATES TRE... 5,205,293.00
FEDERAL HOME LOA... 5,125,809.01
FH MS 0-006 A2 3.11... 5,077,464.15
UNITED STATES TRE... 4,908,230.48
FHMS 0-081 A2390... 4,872,636.33
4.63 3.99 4.46
4.38 3.45 3.82
4.00 3.02 3.29
4.13 3.94 4.38
3.50 2.97 3.21
4.25 4.09 4.62
3.63 3.23 3.54
3.63 4.31 4.79
3.29 2.78 3.03
3.13 2.62 2.79
3.75 3.72 4.13
4.00 3.29 3.63
3.12 2.33 2.61
3.88 2.87 3.13
390 3.41 3.78
348,765,093.48
Sector
ABS
Agency
Agency CMBS
Cash
Corporate
Municipal Bonds
Supranational
US Treasury
Total
SectorCharacterisdcs
Duration
%of Port Total Market Value
Avg Maturity
1,26
2.20 2.90
0.00 2.99
4.15 1.12
2.74 7.44%
10.60%
12.21%
0.06%
26.47%
1.09%
3.74%
38.45%
26,138,727.94
37,278,260.50
42,922,093.23
205,874.84
93,047,809.33
3,644,258.83
13,136,446.48
135,163,864.12
2.68 2.40
3.23 0.00
3.38 4.71
1.15 3.00
100.00% 351,537,335.24
2.99 Footnotes • Grouped by:Sector • Groups Sortedby.. Sector • Weighted by: Total Market Value I
ICE
Add Widget
Segmented Time Distribution
Edit
Years to Maturity - Total Market Value
Duration %of Portfolio Average Maturity
<lyears
1-3years
3-5years
52,331,174.18
86,762,331.17
212,443,829.89
0.67 14.97%
1.72 24.74%
3.46 60.28%
0.66 1.97
3.97 Total
351,537,335.24
Footnotes: • Grouped by Years to Maturity • Groups Sorted by:Years to Maturity • Weighted by: Total Ma GAS8 40 Concentration of Credit
View F0 Rinsont
Issuer Name
Average Maturity
Cost
Duration
Total Market Value
% of Portiol,o
New York Life Insurance Company
Bank of America Credit Card Trust
Cisco Systems, Inc
Meta Platforms, Inc
WE Card Issuance Trust 20242
Chubb Limited
Chase Issuance Trust
Honda Auto Receivables 2024.3 Owner
PACCAR Inc
J PMorgan Orase& Co.
PepsiCo, Inc.
Deere&Company
Duke Energy Corporation
State ofcalifomia
The Home Depot, Ito.
4.56 4.33
428
4.75 4.92
4.75 4.17
4.35 4.21
4.19 4,67
4.08 4.00
1,696,736.00
1,734,902.67
1,749,38750
1,897,050.30
1,929,713.20
1,958,000.40
1,988,281.25
2,169,659.09
2,473,450.00
2,927,299.00
3,135,133.00
3,355,611.10
3,307,775.00
3,659,182.80
3,574,517.40
3.95 2.30
3.76 4.18
2.68 4.14
2.01 2.12
3.74 2.94
4.08 3.59
3.54 4.20
4.00 1,748,81331
1,753,56039
1,782,767.20
1,898,848.71
1,917,030.98
1,966,725.66
2,006,083.87
2,172,88125
2,528,036.07
3,007,356.06
3,182,154.75
3,418,059.09
3,466,473.71
3,644,258.80
3,669,401.05
0.49%
0.50%
0.51%
0.54%
0.55%
0.5640
0.5796
0.62%
0.7196
0.85%
0.9046
0.966
0.97%
1.04%
1.03%
CAS
Proposed Additional Terms for Agreement and
Sample Investment Services Contract
PROPOSED ADDITIONAL TERMS
SPECIFIC TO INVESTMENT MANAGEMENT RELATIONSHIP
1. Client Representative. In its capacity as investment manager, Chandler shall receive all instructions, directions and other communications on Client's behalf respecting Client's account from (Representative). Chandler is hereby authorized to rely and act upon all such instructions, directions and communications from such Representative or any agent of such Representative.
2. Investment Policy. In investing and reinvesting Client's assets, Chandler shall comply with Client's Investment Policy, which is attached hereto as Exhibit A.
3. Authority of Chandler. Chandler is hereby granted full discretion to invest and reinvest all assets under its management in any type of security it deems appropriate, subject to the instructions given or guidelines set by Representative.
4. Notices. All reports and other communications required hereunder to be in writing shall be delivered in person, or sent by first-class mail postage prepaid, by overnight courier, by confirmed facsimile with original to follow or by confirmed electronic mail with proof of receipt to the addresses set forth below. Either party to this Agreement may, by written notice given at any time, designate a different address for the receipt of reports and other communications due hereunder.
Chandler Asset Management Attn:
Nicole Dragoo
9255 Towne Centre Blvd. Ste 600
San Diego, CA 92121
Client Representative
5. Electronic Delivery. From time to time, Chandler may be required to deliver certain documents to Client such as account information, notices and required disclosures. Client hereby consents to Chandler's use of electronic means, such as email, to make such delivery. This delivery may include notification of the availability of such document(s) on a website, and Client agrees that such notification will constitute "delivery". Client further agrees to provide Chandler with Client's email address(s) and to keep this information current at all times by promptly notifying Chandler of any change in email address(s).
Client email address(s):
6. Proxy Voting. Chandler will vote proxies on behalf of Client unless otherwise instructed. Chandler has adopted and implemented written policies and procedures and will provide Client with a description of the proxy voting procedures upon request. Chandler will provide information regarding how Clients' proxies were voted upon request. To request proxy policies or other information, please contact us by mail at the address provided, by calling 800-317-4747 or by emailing your request to [email protected].
7. Custody of Securities and Funds. Chandler shall not have custody or possession of the funds or securities that Client has placed under its management. Client shall appoint a custodian to take and have possession of its assets. Client recognizes the importance of comparing statements received from the appointed custodian to statements received from Chandler. Client recognizes that the fees expressed above do not include fees Client will incur for custodial services.
8. Valuation. Chandler will value securities held in portfolios managed by Chandler no less than monthly. Securities or investments in the portfolio will be valued in a manner determined in good faith by Chandler to reflect fair market value.
9. Investment Advice. Client recognizes that the opinions, recommendations and actions of Chandler will be based on information deemed by it to be reliable, but not guaranteed to or by it. Provided that Chandler acts in good faith, Client agrees that Chandler will not in any way be liable for any error in judgment or for any act or omission, except as may otherwise be provided for under the Federal Securities laws or other applicable laws.
10. Payment of Commissions. Chandler may place buy and sell orders with or through such brokers or dealers as it may select. It is the policy and practice of Chandler to strive for the best price and execution and for commission and discounts which are competitive in relation to the value of the transaction and which comply with Section 28(e) of the Securities and Exchange Act. Nevertheless, it is understood that Chandler may pay a commission on transactions in excess of the amount another broker or dealer may charge, and that Chandler makes no warranty or representation regarding commissions paid on transactions hereunder.
11. Other Clients. It is further understood that Chandler may be acting in a similar capacity for other institutional and individual clients, and that investments and reinvestments for Client's portfolio may differ from those made or recommended with respect to other accounts and clients even though the investment objectives may be the same or similar. Accordingly, it is agreed that Chandler will have no obligation to purchase or sell for Client's account any securities which it may purchase or sell for other clients.
12. Confidential Relationship. The terms and conditions of this Agreement, and all information and advice furnished by either party to the other shall be treated as confidential and shall not be disclosed to third parties except (i) as required by law, rule, or regulation, (ii) as requested by a regulatory authority, (iii) for disclosures by either party of information that has become public by means other than wrongful conduct by such party or its officers, employees, or other personnel, (iv) for disclosures by either party to its legal counsel, accountants, or other professional advisers, (v) as necessary for Chandler to carry out its responsibilities hereunder, or (vi) as otherwise expressly agreed by the parties.
13. Receipt of Brochure and Privacy Policy. Client hereby acknowledges receipt of the disclosure statement or "brochure" and "brochure supplement" also known as Part 2A and Part 2B of Form ADV, required to be delivered pursuant to Rule 204-3 of the Investment Advisers Act of 1940 (Brochure). Client further acknowledges receipt of Chandler's Privacy Policy, as required by Regulation S -P.
CCU
CHANDLER
ASSET MANAGEMENT
INVESTMENT MANAGEMENT AGREEMENT
(Institutional Client, Non-ERISA)
(Client) hereby retains Chandler Asset Management, Inc. (Chandler) as Investment Adviser on the terms and conditions set forth herein.
1. Term. The term of this Agreement shall commence upon the execution of this Agreement and shall continue until this Agreement is terminated effective upon receipt of notice of termination in writing delivered by the terminating party.
2. Fees. Client shall compensate Chandler monthly an amount calculated on the average market value of Client's portfolio, including accrued interest, in accordance with the following schedule:
Assets Under Management
First $25 million
Next $25 million
Assets in excess of $50 million
Annual Investment Management Fee
O.X of 1% (X basis points)
O.X of 1% (X basis points)
O.X of 1% (Xbasis points)
The fees expressed above do not include any custody fees that may be charged by Client's bank or other third party custodian.
Fees shall be prorated to the effective date of termination on the basis of actual days elapsed, and any unearned portion of prepaid fees shall be refunded. Client is not required to pay any start-up or closing fees; there are no penalty fees.
Fees shall be deducted monthly in arrears from Client's custody account.
3. Client Representative. In its capacity as investment manager, Chandler shall receive all instructions, directions and other communications on Client's behalf respecting Client's account from (Representative). Chandler is hereby authorized to rely and act upon all such instructions, directions and communications from such Representative or any agent of such Representative.
4. Investment Policy. In investing and reinvesting Client's assets, Chandler shall comply with Client's Investment Policy, which is attached hereto as Exhibit A.
5. Authority of Chandler. Chandler is hereby granted full discretion to invest and reinvest all assets under its management in any type of security it deems appropriate, subject to the instructions given or guidelines set by Representative.
6. Notices. All reports and other communications required hereunder to be in writing shall be delivered in person, or sent by first-class mail postage prepaid, by overnight courier, by confirmed facsimile with original to follow or by confirmed electronic mail with proof of receipt to the addresses set
CCU
CHANDLER
ASSET MANAGEMENT
forth below. Either party to this Agreement may, by written notice given at any time, designate a different address for the receipt of reports and other communications due hereunder.
Chandler Asset Management
Attn: Nicole Dragoo
9255 Towne Centre Dr
San Diego, CA 92121
[email protected]
CLIENT
Attn:
Address:
City, ST ZIP
Email
7. Electronic Delivery. From time to time, Chandler may be required to deliver certain documents to Client such as account information, notices and required disclosures. Client hereby consents to Chandler's use of electronic means, such as email, to make such delivery. This delivery may include notification of the availability of such document(s) on a website, and Client agrees that such notification will constitute "delivery". Client further agrees to provide Chandler with Client's email address(s) and to keep this information current at all times by promptly notifying Chandler of any change in email address(s).
Client email address(s):
8. Proxy Voting. Chandler will vote proxies on behalf of Client unless otherwise instructed. Chandler has adopted and implemented written policies and procedures and will provide Client with a description of the proxy voting procedures upon request. Chandler will provide information regarding how Clients' proxies were voted upon request. To request proxy policies or other information, please contact us by mail at the address provided, by calling 800-317-4747 or by emailing your request to [email protected].
9. Custody of Securities and Funds. Chandler shall not have custody or possession of the funds or securities that Client has placed under its management. Client shall appoint a custodian to take and have possession of its assets. Client recognizes the importance of comparing statements received from the appointed custodian to statements received from Chandler. Client recognizes that the fees expressed above do not include fees Client will incur for custodial services.
10. Valuation. Chandler will value securities held in portfolios managed by Chandler no less than monthly. Securities or investments in the portfolio will be valued in a manner determined in good faith by Chandler to reflect fair market value.
11. Investment Advice. Client recognizes that the opinions, recommendations and actions of Chandler will be based on information deemed by it to be reliable, but not guaranteed to or by it. Provided that Chandler acts in good faith, Client agrees that Chandler will not in any way be liable for any error in judgment or for any act or omission, except as may otherwise be provided for under the Federal Securities laws or other applicable laws.
CCU
CHANDLER
ASSET MANAGEMENT
12. Payment of Commissions. Chandler may place buy and sell orders with or through such brokers or dealers as it may select. It is the policy and practice of Chandler to strive for the best price and execution and for commission and discounts which are competitive in relation to the value of the transaction and which comply with Section 28(e) of the Securities and Exchange Act. Nevertheless, it is understood that Chandler may pay a commission on transactions in excess of the amount another broker or dealer may charge, and that Chandler makes no warranty or representation regarding commissions paid on transactions hereunder.
13. Other Clients. It is further understood that Chandler may be acting in a similar capacity for other institutional and individual clients, and that investments and reinvestments for Client's portfolio may differ from those made or recommended with respect to other accounts and clients even though the investment objectives may be the same or similar. Accordingly, it is agreed that Chandler will have no obligation to purchase or sell for Client's account any securities which it may purchase or sell for other clients.
14. Confidential Relationship. The terms and conditions of this Agreement, and all information and advice furnished by either party to the other shall be treated as confidential and shall not be disclosed to third parties except (i) as required by law, rule, or regulation, (ii) as requested by a regulatory authority, (iii) for disclosures by either party of information that has become public by means other than wrongful conduct by such party or its officers, employees, or other personnel, (iv) for disclosures by either party to its legal counsel, accountants, or other professional advisers, (v) as necessary for Chandler to carry out its responsibilities hereunder, or (vi) as otherwise expressly agreed by the parties.
15. No Assignment& Amendments. Neither party may assign, directly or indirectly, all or part of its rights or obligations under this Agreement without the prior written consent of the other party, which consent shall not be unreasonably withheld or delayed. This Agreement may be amended at any time by mutual agreement in writing.
16. Governing Law. It is understood that this Agreement shall be governed by and construed under and in accordance with the laws of the State of California.
17. Severability. Any provision of this Agreement which is prohibited or unenforceable shall be ineffective only to the extent of such prohibition or unenforceability without invalidating the remaining provisions hereof.
18. Receipt of Brochure and Privacy Policy. Client hereby acknowledges receipt of the disclosure statement or "brochure" and "brochure supplement" also known as Part 2A and Part 2B of Form ADV, required to be delivered pursuant to Rule 204-3 of the Investment Advisers Act of 1940 (Brochure). Client further acknowledges receipt of Chandler's Privacy Policy, as required by Regulation S -P.
19. Arbitration. It is agreed that any controversy between Chandler and the Client arising out of Chandler business or this Agreement, shall be submitted to arbitration conducted under the provisions of the commercial arbitration rules of the American Arbitration Association. Arbitration must be commenced by service upon the other party of a written demand for arbitration or a written
CCU
CHANDLER
ASSET MANAGEMENT
notice of intention to arbitrate, therein electing the arbitration tribunal. In the event the Client does not make such election within five (5) days of such demand or notice, then the Client authorizes Chandler to do so on the Client's behalf. Judgment upon any award rendered by the arbitrators shall be final and may be entered in any court having jurisdiction thereof. This clause does not constitute a waiver of any right including the right to choose the forum, whether arbitration or adjudication, in which to seek resolution of disputes.
Client
By:
Date
Name & Title:
Chandler Asset Management, Inc.,
a California Corporation
By:
Nicole Dragoo Date
Chief Executive Officer
BEAUMONT
-CALIFORNIA-
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Kari Mendoza, Interim Deputy City Manager
DATE: April 7, 2026
SUBJECT: Authorize Employment Contract with City Manager Description: Review and authorize the Mayor to sign the employment agreement with Christopher Boatman, appointing him to the position of City Manager.
Background and Analysis:
The purpose of this item is for the City Council to consider and take formal action on the Employment Agreement for the position of City Manager. The City Council has identified Christopher Boatman as the best -qualified individual to lead the City's operations and implement Council policy.
Christopher has a Bachelor's Degree in History/Business Administration from the University of California, Riverside. He has a Masters in Public Administration from California State University, San Bernardino. He has almost 20 years of experience in local government serving in roles with progressively responsible experience. He has spent the last five years as an Assistant City Manager.
In accordance with Government Code Section 54953(c)(3), this report serves to provide a summary of the recommended compensation and fringe benefits. By approving this agreement, the City ensures executive leadership stability and provides the City Manager with the necessary contractual framework to effectively manage City departments, oversee the municipal budget, and support the Council's long-term strategic goals for the Beaumont community.
The agreement establishes a three-year term beginning May 11th, 2026, with an initial gross annual base salary of $320,000.00. In addition to base salary, the City will provide the following itemized benefits:
Retirement & Deferred Compensation: Participation in CaIPERS as a "Classic Member" (3% @ 60) and a City -paid contribution to a 457 deferred compensation plan equal to 4% of the base salary.
Health & Welfare: An annual cafeteria benefit consistent with those provided to other non -represented employee groups, currently $22,980 annually, plus City - paid premiums for a $50,000.00 term life insurance policy and disability coverage.
Leave Accruals: Annual allotments of 200 hours of vacation leave (with a 40 -hour initial bank), 96 hours of sick leave, 80 hours of executive leave (with a 40 -hour initial bank), and 14 paid holidays.
Allowances & Reimbursements: A monthly vehicle allowance of $600.00.
Professional Development: City -paid dues and travel expenses for participation in professional organizations such as ICMA.
Fiscal Impact:
The increase for the remainder of FY 25/26 will be paid out of the general fund for personnel costs and salary savings from vacant city positions. City staff estimates the cost to prepare this report was $510.
Recommended Action:
Authorize the employment agreement with Christopher Boatman for City Manager and authorize the Mayor to execute the agreement.
Attachments:
A. Employment Agreement
CITY MANAGER
EMPLOYMENT AGREEMENT
This CITY MANAGER EMPLOYMENT AGREEMENT (hereinafter referred to as the "Agreement") is entered into by and between CITY OF BEAUMONT (hereinafter referred to as the "CITY"), and Christopher Boatman, an individual (hereinafter referred to as "EMPLOYEE").
For purposes of this Agreement, CITY and EMPLOYEE may be collectively referred to as the "Parties" or individually as a "Party."
RECITALS
Based on EMPLOYEE's executive and administrative qualifications and ability, the City Council of CITY ("COUNCIL") desires EMPLOYEE to serve as the City Manager for CITY; and
EMPLOYEE desires to serve and perform the responsibilities and duties as the City Manager for CITY; and
In consideration of these recitals and performance of the mutual promises, conditions and covenants contained herein, the CITY and EMPLOYEE agree as follows:
1. POSITION, DUTIES AND TERM.
1.1 Position, Duties & Term. EMPLOYEE agrees to serve as the City Manager and shall perform all City Manager functions, duties and services as established under California law and as set forth in the City of Beaumont Municipal Code ("Municipal Code") as may be amended from time to time. The Term of this Agreement and Employee's employment with City shall commence on May 11, 2026, and shall terminate at 5pm on May 10, 2029. Employee's employment is subject to the "At -Will" provision in Section 1.2 and termination provisions in Section 6. Section
2.12.060 of the Municipal Code sets forth the Powers and Duties of the Beaumont City Manager (Powers & Duties).
As City Manager, EMPLOYEE shall function as the Chief Executive Officer of the CITY and shall be responsible to the CITY and its COUNCIL for the proper, lawful and ethical administration of all affairs of the CITY. In the role of the City Manager, EMPLOYEE shall also serve at the pleasure of the COUNCIL as the Director of any sub-entities/agencies of the City of Beaumont.
1.2 Employment with CITY "At -Will".
(a) EMPLOYEE's employment status with CITY shall be at -will and EMPLOYEE shall serve at the pleasure of the COUNCIL. EMPLOYEE acknowledges, understands and agrees that EMPLOYEE may not avail himself of any procedures, provisions or protections set forth under CITY's Employment Policies, as defined herein, in so far as such procedures, provisions or protections limit, restrict, modify, prohibit or regulate EMPLOYEE's status as an "at -will" employee of CITY or the ability of the COUNCIL to terminate
EMPLOYEE's employment at any time for cause or for convenience and without cause. For purposes of this Agreement, the capitalized term "Employment Policies" means and refers to any ordinance, resolution, regulation, rule, memorandum of understanding, or other written policy of CITY as the same may be amended, modified or supplemented from time to time, and any written employment manual of CITY which governs, regulates or otherwise relates to employment with CITY. CITY's Employment Policies shall not apply to EMPLOYEE in so far as such Employment Policies limit, restrict, modify or regulate (or may be interpreted to limit, restrict, modify or regulate) EMPLOYEE's status as an "at -will" employee of CITY. (b) EMPLOYEE shall not be entitled to any pre -termination notice or hearing or other similar proceeding or appeal proceeding as a precondition to any decision or action by the CITY to terminate EMPLOYEE's employment whether for cause or for convenience and without cause.
(c) Nothing in this Agreement shall confer upon EMPLOYEE any right to any property interest in continued employment with CITY.
1.3 Work Hours. The position of City Manager is an exempt position under state and federal wage and hour laws. EMPLOYEE's compensation (whether salary or benefits or other allowances) is not based on hours worked and EMPLOYEE shall not be entitled to any compensation for overtime. EMPLOYEE is expected to engage in those hours of work that are necessary to fulfill the obligations of the City Manager's position. The City Manager does not have set hours of work as the City Manager and is expected to dedicate himself on a full-time basis to serving as the City Manager and to be available at all reasonable and relevant times, including attending all City Council meetings, as well as other meetings as needed.
1.4 Non -CITY Activities. In accordance with Government Code Section 1126, during the period of EMPLOYEE's employment, EMPLOYEE shall not accept, without the express prior written approval of three or more members of the COUNCIL after consideration of the issue at a noticed public meeting, any other employment or engage, directly or indirectly, in any other business, commercial, or professional activity, whether or not to pecuniary advantage, that is or may be competitive with his duties as City Manager or that may be competitive with CITY, that might cause a conflict -of -interest with CITY, or that otherwise might interfere with the business or operation of CITY or the satisfactory performance of EMPLOYEE's duties as City Manager.
2. COMPENSATION BENEFITS AND REIMBURSEMENT.
2.1 Base Salary. EMPLOYEE's gross annual salary shall be $320,000.00 (hereinafter, the "Base Salary") to be paid in monthly or bi-weekly installments at the same time and in the same manner as other management employees of CITY. EMPLOYEE's salary shall be subject to customary withholding for taxes and other required deductions. EMPLOYEE is entitled to receive cost -of -living salary increases equal to those of the City's executive and management employees.
In recognition of EMPLOYEE accomplishing goals and objectives identified by the COUNCIL, the COUNCIL may, in its discretion, grant EMPLOYEE merit increases in his salary, and/or benefits.
(a) Deferred Compensation Account. Commencing upon EMPLOYEE's official start date of employment and annually on the anniversary of EMPLOYEE's start date for the duration of EMPLOYEE's employment as City Manager, the CITY shall contribute four percent (4%) of EMPLOYEE's annual Base Salary to EMPLOYEE's individual 401(a) deferred compensation account to be established for the benefit of the EMPLOYEE.
2.2 Performance Evaluation. As needed and on the annual anniversary of the commencement of EMPLOYEE's employment with CITY, COUNCIL and EMPLOYEE shall define the goals and objectives that they determine are appropriate for the proper operation of the CITY. Concurrently with the annual establishment of the goals and objectives for the CITY, the COUNCIL and EMPLOYEE shall establish the performance goals for EMPLOYEE and any specific criteria that shall be used to evaluate EMPLOYEE's performance. The COUNCIL may in its discretion amend said criteria from time to time, after consultation with EMPLOYEE. The failure of CITY to undertake performance evaluations shall not limit CITY' s ability to terminate EMPLOYEE and this Agreement pursuant to Section 6 (Termination).
2.3 Reimbursement. CITY shall reimburse EMPLOYEE for reasonable and necessary travel and other business expenses incurred by EMPLOYEE in the performance of EMPLOYEE's official duties. All reimbursements shall be subject to and in accordance with any limitations or restrictions set forth under the laws of the State of California or any CITY -adopted reimbursement policies.
2.4 Vehicle Allowance. CITY shall provide EMPLOYEE with a vehicle benefit for purposes of carrying out the duties of City Manager. At the City's discretion, this benefit may consist of either (a) a City -owned vehicle provided to EMPLOYEE, or (b) a monthly automobile allowance in the amount of Six Hundred Dollars ($600).
If the City provides a City -owned vehicle, the vehicle shall be available for EMPLOYEE's use in connection with the performance of official duties. The City shall be responsible for insurance, maintenance, repair, fuel, and replacement of the vehicle.
EMPLOYEE shall comply with all applicable City vehicle policies and shall report any taxable fringe benefit associated with personal use as required by Federal and State law.
If the City provides a monthly automobile allowance in lieu of a City -owned vehicle, in lieu of expense reimbursement for mileage, EMPLOYEE shall receive a vehicle allowance of $600. EMPLOYEE shall be responsible for payment of automobile and liability insurance, maintenance, repair, replacement costs, all taxes applicable to the vehicle allowance and shall be solely responsible for all expenses associated with his vehicle. EMPLOYEE shall be responsible for maintaining necessary records as may be required by Federal and/or State taxing authorities.
2.5 Ce11 Phone and Computer. For CITY related business, CITY shall provide EMPLOYEE with a CITY issued cell phone or alternatively a $100 per month technology allowance. City shall also provide EMPLOYEE with a desktop computer and CITY issued laptop or similar devices for official use in connection with CITY business.
2.6 Benefits. In addition to Base Salary, CITY shall also provide EMPLOYEE with the following benefits:
(a) Cafeteria Plan: EMPLOYEE shall be provided with these benefits to the same extent as those benefits are provided to members of the Non -represented Manager/Professional Technical Group, whether as described in the Managers Group MOU or in the City's Employment Policies, whichever is applicable, as those documents may be modified from time to time.
(i) Said contribution shall be used to provide health insurance for EMPLOYEE. EMPLOYEE shall be covered by health insurance with a CITY approved health plan unless EMPLOYEE provides proof to CITY that EMPLOYEE is covered by another acceptable health plan as determined by CITY's Human Resource Department. (ii) The balance of the cafeteria plan contribution may be used for any of the following or any combination thereof:
dependents;
dependents;
(1) Health Insurance for EMPLOYEE's spouse and/or
(2) Dental Insurance for EMPLOYEE's spouse and/or
(3) Eye care plan for EMPLOYEE, spouse and/or dependents; (4) Supplemental Insurance Options.
(iii) There is no cash -back of the remaining contributions amount, if any, to EMPLOYEE after payment of the selected premiums(s). EMPLOYEE shall be responsible for the remaining payments(s) through payroll deduction, of any premiums selected which are in excess of the monthly contribution amount.
(b) Life and Short -Term Disability Insurance. CITY agrees that during the term of employment, it will pay the annual premiums for a term life insurance policy in the amount of $50,000.00. If available, additional coverage may be purchased at EMPLOYEE's expense and costs. EMPLOYEE shall nominate the beneficiary under such term life insurance policy. Thirty days after commencement of EMPLOYEE's full-time employment, CITY shall provide EMPLOYEE with short term disability insurance coverage consistent with policy terms provided to other non -sworn management level CITY employees.
2.7 Jury Duty. EMPLOYEE will receive Base Salary and benefits while responding to a jury summons or serving on a jury. Any compensation for such jury duty (except travel pay) shall be remitted to CITY.
2.8 Administrative/Personal Leave. EMPLOYEE shall be allocated a maximum of forty (40) hours of administrative/personal leave upon hire and July 1st of each CITY fiscal year.
The maximum amount of administrative/personal leave that EMPLOYEE may accrue at any given time may not exceed eighty (80) hours total. EMPLOYEE may make an irrevocable election upon hire, and annually in December to convert banked administrative leave pay to cash during each year this Agreement is in effect. Except as otherwise set forth in this Section, request for payment
of banked administrative leave pay should be submitted in a manner consistent with the procedures for Non -represented Manager/Professional Technical Group members, whether as described in the Manager's' Group MOU or in the City's Employment Policies, whichever is applicable, as those documents may be modified from time to time.
2.9 Regional and Professional Activities. CITY desires that EMPLOYEE be reasonably active in professional organizations that will promote the standing of CITY and advance CITY's goals, interests and policy objectives while also providing EMPLOYEE with opportunities for professional development that will enhance EMPLOYEE's ability to serve CITY and perform EMPLOYEE's duties as CITY MANAGER. Toward this end, EMPLOYEE may, upon reasonable notice to the City Council, join professional organizations such as ICMA and participate in the activities of such organizations in so far as such participation promotes the interests of CITY and does not unduly interfere with the performance of EMPLOYEE's duties as CITY MANAGER. CITY agrees to budget and, consistent with that budget, pay for the dues, conference and travel fees, and subscriptions of the CITY MANAGER necessary for EMPLOYEE's participation in such national, statewide, regional or professional organizations.
3. ILLNESS OR INJURY; DISABILITY AND DEATH.
3.1 Cessation of Work Due to Injury or Disability. In addition to any right of termination set forth under Sections 1.2 (Employment With CITY "At -Will") and Section 6 ("Termination"), CITY also reserves the right to terminate EMPLOYEE's employment along with this Agreement if EMPLOYEE ceases to work as a result of injury or disability which results in EMPLOYEE being unable to perform the essential duties of the City Manager position, with or without accommodation, for a period of six (6) consecutive months or more, as documented by a healthcare provider. The foregoing notwithstanding, CITY may terminate EMPLOYEE if the disability poses a direct threat to CITY, EMPLOYEE or any other employees working for CITY and any reasonable accommodation attempted by CITY would not mitigate or eliminate such a threat. CITY will not provide a severance payment if EMPLOYEE is terminated under this Section of this Agreement.
3.2 Compensation for Work -Related Illness or Injury. In the event EMPLOYEE suffers a physical or mental illness or disability arising out of the course of employment, EMPLOYEE's exclusive remedy or remedies against CITY for such illness, injury or disability shall be those legally required under the workers' compensation laws of the State of California.
3.3 Medical Examination. EMPLOYEE agrees to submit to a medical and/or psychological examination by a qualified physician or psychiatrist selected by CITY, in the event a decision must be made under Sections 3.1 through 3.2. CITY and EMPLOYEE shall receive a copy of all medical reports related to the examination.
3.4 Death of EMPLOYEE. This Agreement along with EMPLOYEE's employment shall terminate automatically upon EMPLOYEE's death.
3.5 Compensation Upon Termination. Except as otherwise provided under this Agreement, if EMPLOYEE's employment is terminated pursuant to this Section 3 (Illness or
Injury; Disability and Death), CITY shall pay EMPLOYEE all Base Salary, benefits, and compensation due and owing EMPLOYEE through the last day actually worked. If termination is caused by EMPLOYEE's death, CITY shall provide the compensation and benefits otherwise due EMPLOYEE to EMPLOYEE's executor, administrator, heirs, personal representatives, successors, and assigns. CITY will not provide for severance pay if EMPLOYEE is terminated under the provisions of Section 3.1 through 3.5.
4. HOLIDAYS, VACATION AND SICK LEAVE.
4.1 Holidays. EMPLOYEE shall receive paid holidays in accordance with CITY's current practices as such practices may be amended or modified from time to time by CITY by action of the COUNCIL. Paid holidays will be those approved by CITY by action of the COUNCIL. Unused holiday leave time shall be accumulated and paid to EMPLOYEE in the last paycheck in June of each fiscal year.
4.2 Vacation. EMPLOYEE shall be allocated forty (40) hours of vacation time upon hire and shall accrue 7.692 hours of vacation per pay period. EMPLOYEE may make an irrevocable election upon hire and annually in December to convert up to eighty (80) hours of accrued vacation time to cash during each year this Agreement is in effect. CITY and EMPLOYEE agree to an accumulation cap on vacation time consistent with other Non -represented Manager/Professional Technical Group members, whether as described in the Managers' Group MOU or in the City's Employment Policies, whichever is applicable, as those documents may be modified from time to time. Except as otherwise set forth in this Section, request for payment of banked vacation pay should be submitted in a manner consistent with the procedures for Non - represented Manager/Professional Technical Group members, whether as described in the Manager's' Group MOU or in the City's Employment Policies, whichever is applicable, as those documents may be modified from time to time.
4.3 Sick Leave.
(a) Sick leave shall accrue at the rate of 3.69 hours per bi-weekly pay period, ninety-six (96) hours per year.
(b) CITY and EMPLOYEE agree to one thousand (1,000) hour sick leave accumulation cap. EMPLOYEE may make an irrevocable election upon hire and annually in December to convert up to eighty (80) hours of accrued sick leave to cash during each year this Agreement is in effect. Except as otherwise set forth in this Section, request for payment of banked administrative leave pay should be submitted in a manner consistent with the procedures for Non - represented Manager/Professional Technical Group members, whether as described in the Manager's' Group MOU or in the City's Employment Policies, whichever is applicable, as those documents may be modified from time to time.
(c) CITY agrees to a service credit of unused sick leave for PERS retirement when EMPLOYEE retires from CITY employment or a lump sum payment of the value of the unused sick leave, as requested by EMPLOYEE and permitted by law.
(d) EMPLOYEE may use accrued paid sick leave for the purposes set forth in Labor Code section 246.5(a).
(e) Accrued paid sick leave shall carry over to the following year, but no additional paid sick pay will accrue until EMPLOYEE's accrued paid sick leave falls below the accumulation cap.
(f) CITY will provide EMPLOYEE with written notice of the amount of paid sick leave available. The notice will be provided on the designated pay date with EMPLOYEE's payment of wages. Sick leave pay will be paid at EMPLOYEE's hourly rate of pay when sick leave is taken. Sick leave pay will be paid by the payday for the next regular payroll period after the sick leave is taken.
5. RETIREMENT.
5.1 Public Employees Retirement System (PERS). CITY shall provide EMPLOYEE with retirement benefits through the California Public Employees Retirement System (Ca1PERS).
Such benefits are subject to applicable law and regulations, including but not limited to the Public Employees' Retirement Law (PERL), the Public Employees' Pension Reform Act (PEPRA) of 2013, and Ca1PERS rules. Subject to Ca1PERS rules and regulations and contract with the City, it is presumed that EMPLOYEE will qualify as a "Classic" member. CITY will pay the CITY's share of Ca1PERS contribution and EMPLOYEE shall pay his share for participation in Ca1PERS.
Retirement formulas and calculations are based upon a combination of the employee's age, years of service, and annual pensionable compensation. "Classic" members are calculated at "3% at 60" based on the single highest year of compensation and "New Members' are calculated at "2% at 62" based on a three year compensation average.
6. TERMINATION.
6.1 Termination by CITY for Convenience and/or Without Cause.
EMPLOYEE is appointed and serves at the pleasure of the COUNCIL as an at will employee.
COUNCIL may terminate EMPLOYEE at any time for convenience and without cause. Nothing in this Agreement shall prevent, limit or otherwise interfere with the right of the COUNCIL and CITY to terminate this Agreement and the employment of EMPLOYEE, with or without cause or for convenience. At the conclusion of EMPLOYEE's employment whether by resignation or termination either with or without cause, EMPLOYEE shall be entitled to be compensated, subject to Section 4 above, for accrued and unused vacation, sick leave and administrative leave, if any, through the effective date of termination. In the event EMPLOYEE is terminated without cause, at or during such time that EMPLOYEE is willing and able to perform his duties under this Agreement, then in that event, CITY agrees to pay EMPLOYEE a severance equal to the lesser of twelve months base salary or EMPLOYEE's monthly base salary multiplied by the number of months remaining on the unexpired term of this Agreement, less any and all applicable or legally required deductions, and shall be paid in a lump sum within thirty (30) days following the effective date of the release. The payment of severance is conditioned upon EMPLOYEE first executing a full and final release of any and all actual or potential claims (including Civil Code Section 1542
release) that EMPLOYEE has or could have against CITY, its officials, employees and agents, acceptable to CITY in form and content. Notwithstanding anything herein to the contrary, the maximum severance EMPLOYEE may receive under this Agreement shall not exceed the limitations provided for in Government Code Section 53260-53264 or other applicable law.
6.2 Termination by EMPLOYEE. EMPLOYEE may terminate EMPLOYEE's employment for any reason, and at any time, with or without cause, by providing CITY with written notice. In such event, CITY shall have the option, in its complete discretion, to make EMPLOYEE's termination effective upon any date preceding any notice period provided by EMPLOYEE, provided CITY pays EMPLOYEE all compensation due and owing EMPLOYEE through the last day actually worked, plus an amount equal to the Base Salary EMPLOYEE would have earned through the balance of the notice period, which shall not exceed thirty (30) days. In the event EMPLOYEE terminates or resigns his employment, he shall not be entitled to severance pay.
63 Termination for Cause by CITY. CITY may immediately terminate EMPLOYEE's employment with CITY and this Agreement at any time by providing EMPLOYEE with written notice of EMPLOYEE' s termination for cause and the reason(s) for the termination. In the event CITY and EMPLOYEE are unable to resolve any disagreement regarding the cause for EMPLOYEE's termination, the Parties agree to binding arbitration as provided in Section 6.6. No "severance payment" shall be paid in the event EMPLOYEE's employment is terminated for cause, except that CITY shall pay EMPLOYEE for EMPLOYEE's accrued and unused vacation, sick and administrative leave, as provided for in this Agreement. For purposes of this Agreement, "Cause" shall mean the occurrence of one or more of the following, as determined by the COUNCIL: (1) willful misconduct or gross negligence in the performance of EMPLOYEE's duties; (2) a material breach of this Agreement; (3) conviction of, or plea of guilty or nolo contendere to, a felony or any crime involving moral turpitude; (4) fraud, embezzlement, misappropriation, or other acts of dishonesty involving the CITY or its resources; (5) willful violation of a federal, state, or local law, regulation, or officially adopted CITY policy; (6) willful or persistent failure or refusal to perform the essential duties of the position; or (7) conduct that constitutes unlawful harassment, discrimination, or retaliation, as finally determined following an investigation consistent with applicable law. (8) Use or possession of illegal drugs; (9) Engaging in conduct tending to bring embarrassment or disrepute to the City; (10) Any illegal or unethical act involving personal gain; ((11) pattern of repeated, willful and intentional failure to carry out materially significant and legally constituted directions or policy decisions of the City Council or City Manager, and/or (12) gross misfeasance or gross malfeasance. If the CITY COUNCIL terminates EMPLOYEE for cause, EMPLOYEE shall not be entitled to severance pay and shall not be entitled to assume any further position or employment with the CITY.
6.4 Termination Obligation. EMPLOYEE agrees that all property, including without limitation, all equipment, tangible property, proprietary information, documents, records, notes, contracts, and computer -generated materials furnished to or prepared by EMPLOYEE incident to EMPLOYEE's employment are the property of CITY and shall be returned immediately to CITY upon termination of EMPLOYEE's employment. EMPLOYEE's obligations under this subsection shall survive the termination of EMPLOYEE's employment and the expiration or early termination of this Agreement.
6.5 Benefits Unon Termination. All benefits to which EMPLOYEE is entitled under this Agreement shall cease upon EMPLOYEE's termination in accordance with this Section 6 (Termination), unless expressly continued under this Agreement or unless otherwise required by law.
6.6 Arbitration of Disputes. Any claim, dispute, or controversy which would otherwise require or allow resort to any court or other governmental dispute resolution forum between EMPLOYEE and CITY arising from, related to, or having any relationship or connection whatsoever with Employees' employment or the terms of this Agreement, whether based on tort, contract, statutory, or equitable law, or otherwise, shall be submitted to and determined exclusively by binding arbitration under the Federal Arbitration Act, in conformity with the procedures of the California Arbitration Act (Cal. Code Civ. Proc. sec 1280 et seq.), including section 1283.05 and all of the Acts other mandatory and permissive rights to discovery; provided, however, that: in addition to requirements imposed by law, any arbitrator herein shall be a retired California Superior Court Judge and shall be subject to disqualification on the same grounds as would apply to a judge of such court. If for any reason the Parties cannot agree to an arbitrator, either Party may apply to a court of competent jurisdiction with authority over the location where the arbitration will be conducted for appointment of a neutral arbitrator. The court shall then appoint an arbitrator, who shall act under this Agreement with the same force and effect as if the Parties had selected the arbitrator by mutual agreement. The arbitrator shall then prescribe the rules and procedures for the arbitration process in accordance with laws that are applicable to the claim being raised. EMPLOYEE understands that by agreeing to this binding arbitration provision, both CITY and EMPLOYEE give up their right to a trial by jury. In arbitration, the parties shall have the right to conduct adequate discovery, bring dispositive motions, and present witnesses and evidence as needed to present their cases and defenses, and any disputes in this regard shall be resolved by the arbitrator.
7. CONFLICT OF INTEREST.
7.1 EMPLOYEE shall not, during the term of this Agreement, individually, as a partner, joint venture, officer or shareholder, invest or participate in any business venture conducting business in the corporate limits of CITY, except for stock ownership in any company whose capital stock is publicly held and regularly traded, without prior approval of the COUNCIL.
EMPLOYEE shall also be subject to the conflict of interest provisions of the Government Code of the State of California, CITY's Municipal Code, and any other conflict of interest regulations applicable to EMPLOYEE's employment with CITY. For and during the Term of this Agreement and any extension term, EMPLOYEE further agrees that except for a personal residence or residential property acquired or held for future use as EMPLOYEE's personal residence, EMPLOYEE will not invest in any other real estate or property improvements within the corporate limits of CITY without the prior consent of the COUNCIL.
8. GENERAL PROVISIONS.
8.1 Notices. All notices, requests, demands and other communications under this Agreement shall be in writing and shall be effective upon delivery by hand or three (3) business days after deposit in the United States mail, postage prepaid, certified or registered, and addressed
to CITY at the address below or at the last known address maintained in EMPLOYEE's personnel file. EMPLOYEE agrees to notify CITY in writing of any change in EMPLOYEE's address during EMPLOYEE's employment with CITY. Notice of change of address shall be effective only when accomplished in accordance with this Section.
CITY's Notice Address:
City of Beaumont
550 East Sixth Street
Beaumont, CA 92223
Attn: Mayor
EMPLOYEE's Notice Address:
[At EMPLOYEE's address on file with City]
8.2 Indemnification. Subject to, in accordance with, and to the extent provided by the California Tort Claims Act (Government Code Section 810 et seq. including, but not limited to, Sections 825, 995 and 995.2) CITY will indemnify, defend, and hold EMPLOYEE harmless from and against any action, demand, suit, monetary judgment or other legal or administrative proceeding, and any liability, injury, loss or other damages, arising out of any negligent act or omission occurring within the scope of EMPLOYEE's employment during the Term of this Agreement or any extension term. CITY shall have the discretion to compromise or settle any such claim, demand or action and pay the amount of any settlement or judgment rendered thereon.
Notwithstanding the foregoing, CITY shall have no duty to indemnify, defend, or hold EMPLOYEE harmless from any criminal proceeding, or with regard to any civil, criminal or administrative proceeding initiated by EMPLOYEE.
8.3 Bonding. CITY shall bear the full cost of any fidelity or other bonds required of the City Manager under any laws or ordinance.
8.4 Entire Agreement. This Agreement is intended to be the fmal, complete, and exclusive statement of the terms of EMPLOYEE's employment by CITY. This Agreement supersedes all other prior and contemporaneous Agreements and statements, whether written or oral, express or implied, pertaining in any manner to the employment of EMPLOYEE, and it may not be contradicted by evidence of any prior or contemporaneous statements or agreements. To the extent that the practices, policies, or procedures of CITY, now or in the future, apply to EMPLOYEE and are inconsistent with the terms of this Agreement, the provisions of this Agreement shall control.
8.5 Amendments. This Agreement may not be amended except in a written document signed by EMPLOYEE, approved by COUNCIL and signed by the City Attorney.
8.6 Waiver. Failure to exercise any right under this Agreement shall not constitute a waiver of such right.
8.7 Assignment. EMPLOYEE shall not assign any rights or obligations under this Agreement. CITY may, upon prior written notice to EMPLOYEE, assign its rights and obligations hereunder.
8.8 Severability. If any court of competent jurisdiction holds any provision, section, sentence or phrase of this Agreement to be invalid, unenforceable, or void, the remainder of this Agreement shall remain in full force and effect.
8.9 Governing Law. This Agreement is entered into and to be performed in Riverside County, California and shall be governed by, construed and enforced in accordance with the laws of the State of California. The Parties agree that in the event of any dispute or litigation, venue shall be in Riverside County, California.
8.10 Interpretation. This Agreement shall be construed as a whole, according to its fair meaning, and not in favor of or against any party. By way of example and not in limitation, this Agreement shall not be construed in favor of the party receiving a benefit or against the party responsible for any particular language in this Agreement. Captions are used for reference purposes only and should be ignored in the interpretation of the Agreement.
8.11 Statutory Obligations; Abuse of Office or Position. Notwithstanding anything to this Agreement in the contrary, pursuant to California Government Code Sections 53243, 53243.1 and 53243.2, which became effective on January 1, 2012, if EMPLOYEE is convicted of a crime involving an abuse of EMPLOYEE's office or position, all of the following shall apply: (1) if EMPLOYEE is provided with an administrative leave pay pending an investigation, EMPLOYEE shall be required to fully reimburse such amounts paid by CITY; (2) if CITY pays for the criminal legal defense of EMPLOYEE (which would be in its sole discretion, as CITY is generally not obligated to pay for a criminal defense), EMPLOYEE shall be required to fully reimburse such amounts paid by CITY; and (3) if this Agreement is terminated, any cash settlement related to the termination of EMPLOYEE by CITY, said amount shall be fully reimbursed to CITY or shall be void if not yet paid to EMPLOYEE. For this Section, abuse of office or position means either: (1) an abuse of public authority, including waste, fraud, and violation of the law under the color of authority; or (2) a crime against public justice, including a crime described in Title 7 commencing with section 92 of the California Penal Code.
8.12 Incorporation of Recitals. The Parties repeat and incorporate the recitals set forth above as if fully set forth herein.
8.13 State & Federal Law. The terms of this Agreement shall be applied only as consistent with State and Federal law.
8.14 Acknowledgment. EMPLOYEE acknowledges that EMPLOYEE has had the opportunity to consult legal counsel in regard to this Agreement, that EMPLOYEE has read and understands this Agreement, that EMPLOYEE is fully aware of its legal effect, and that EMPLOYEE has entered into it freely and voluntarily and based on EMPLOYEE's own judgment and not on any representations or promises other than those contained in this Agreement.
"CITY"
CITY OF BEAUMONT
By:
Jessica Voigt, Mayor
ATTEST:
By:
Elaine Morgan, City Clerk
APPROVED AS TO FORM:
By:
John O. Pinkney, City Attorney
"EMPLOYEE"
Christopher Boatman
By:
Christopher Boatman
BEAUMONT
-C A L I F O R N A -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Gustavo J. Romo, Interim City Manager
BY: Nicole Wheelwright, Deputy City Clerk
DATE: April 7, 2026
SUBJECT: Adoption of a Policy in the Event of a Disruption of Telephonic or Internet Service During Public Meetings (Senate Bill 707 - 2025) Description: Consideration of adopting a policy to comply with Senate Bill 707 (2025) pertaining to events that prevent the public from remotely attending public meetings due to disruption of telephonic or internet services.
Background and Analysis:
Senate Bill 707 requires eligible legislative bodies to adopt, by July 1, 2026, a formal policy describing how the agency will respond when telephonic or internet service disruptions prevent the public from attending or observing a meeting remotely. This policy fulfills this mandate and reinforces the commitment to accessible and open government.
The attached policy (Attachment A) applies to all open and public meetings of the City of Beaumont at which remote public participation is offered or required under the Brown Act. It provides a procedure in response to a service disruption and ensures that good faith efforts are made to restore remote access service.
Fiscal Impact:
Staff estimates the cost to prepare this staff report to be $350.
Recommended Action:
Approve the attached policy for immediate implementation.
Attachments:
A. Policy: Disruption of Telephonic or Internet Service During Public Meetings
BEAUMONT
-C A L I F O R N I A
Policy: Disruption of Telephonic or Internet Service During Public Meetings
1. Background
Senate Bi11 707 (2025) amended the Brown Act to require eligible legislative bodies to adopt, on or before July 1, 2026, a policy addressing how the agency will respond to disruptions in telephonic or internet service that prevent members of the public from attending or observing a meeting remotely. This policy is adopted to comply with that requirement and to ensure continuity of public participation during technical disruptions.
2. Purpose
This policy establishes procedures for responding to a disruption in the telephonic or internet services that provide two-way remote public access to meetings of the City of Beaumont, as required by the Brown Act (Gov. Code § 54953.4). The policy ensures transparency, public participation, and continuity of government during technology disruptions.
3. Definitions
For purposes of this policy:
• "Disruption" means any failure, outage, or other interruption that prevents members of the public from attending or observing the meeting via these remote access services. • "Remote access services" means the two-way telephonic service and/or two-way audiovisual platform used to provide real-time remote public attendance and observation of meetings.
4. Applicability
This policy applies to all open and public meetings of the City of Beaumont at which remote public participation is offered or required under the Brown Act.
5. Procedures in the Event of a Service Disruption
5.1. Response to Service Disruption
If the Presiding Officer or Clerk becomes aware of a disruption to the agency's remote access services that prevents members of the public from attending or observing the meeting remotely:
1. The Presiding Officer or Clerk shall immediately announce the disruption to the public.
2. The Presiding Officer may then call for a recess of the open session or convene the legislative body in closed session, consistent with the Brown Act.
3. Staff shall begin efforts to diagnose and restore the disrupted service.
City of Beaumont 1550 E. 6th Street, errlc0rt9C®f9f155j I (951) 769-8520 I BeaumontCA.gov
BEAUMONT
-C A L I F O R N I A
4. The meeting shall remain in recess for at least one hour or until service is restored, whichever is sooner. The recess period may be extended if restoration efforts are ongoing.
5.2. Efforts to Restore Service
The agency shall make good faith efforts to restore remote access services, which may include:
• Troubleshooting platform or teleconferencing software • Resetting or replacing audiovisual equipment
• Attempting alternative connection methods
• Contacting necessary support staff or service providers • Switching to back-up equipment or platforms, if available The Deputy City Clerk shall document the restoration efforts undertaken.
6. Reconvening the Open Session
6.1. Timing
The open session may be reconvened after at least one hour has elapsed from the time of disruption or as soon as service is restored, whichever occurs earlier.
6.2. If Service Is Restored
If the remote access service is restored before or at the time the meeting reconvenes, the meeting shall continue as normal.
6.3. If Service Is Not Restored
If service has not been restored after one hour, the City of Beaumont may reconvene and:
1. Adjourn the meeting; or
2. Continue the meeting in open session by adopting, by roll call vote, the following, or a substantially similar, finding:
"The City of Beaumont has made good faith efforts to restore telephonic or internet service in accordance with its adopted policy, and the public interest in continuing the meeting outweighs the public interest in remote public access." Upon adoption of the finding, the legislative body may continue the open session despite the fact that remote access services have not been restored.
City of Beaumont 1550 E. 6th Street, en*fj f9f155j I (951) 769-8520 I BeaumontCA.gov
BEAUMONT
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7. Recordkeeping
The Clerk shall enter a brief statement into the meeting minutes, including the following:
• The nature and time of the disruption
• The restoration efforts undertaken
• The time the meeting was reconvened (if applicable)
• Any finding adopted pursuant to Section 6.3
8. Review and Updates
This policy may be amended by the City of Beaumont at a noticed public meeting in open session, not on the consent calendar.
City of Beaumont 1550 E. 6th Street, en11 ,1C®f9fl55 I (951) 769-8520 I BeaumontCA.gov
BEAUMONTA O R N -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Christopher Ramos, Chief of Police
BY: Nathan Lunt, Police Lieutenant
DATE: April 7, 2026
SUBJECT: Request to Approve a Three -Year Agreement with Flock Safety to Implement a Drone First Responder (DFR) Program
Description: Request to approve a three-year agreement with Flock Group, DBA Flock Safety, to implement a Drone as First Responder (DFR) program to enhance emergency response, improve officer safety, and provide real-time situational awareness during calls for service.
Background and Analysis:
The Beaumont Police Department continually evaluates emerging technologies to improve public safety services, response times, and operational efficiency. Drone as First Responder (DFR) programs are increasingly being adopted by law enforcement agencies throughout California to provide immediate aerial intelligence during active incidents.
The Beaumont Police Department launched its Unmanned Aerial Systems (UAS) Program in 2017. Our current UAS Program is a patrol -led deployment, kept in police patrol vehicles and deployed as needed. It is not used as a first responder. There is often a significant delay in this type of UAS deployment, primarily due to the requirement for a pilot and a required safety observer to respond to the locations before and during all deployments of this nature.
Under the Flock Aerodrome DFR program, drones are deployed from a fixed docking station and autonomously respond to any call location in the City using Artificial Intelligence and FAA -approved radar. The drone responds ahead of patrol units and transmits live video to officers and dispatch personnel. Once on -scene, a pilot remotely assumes control of the drone to provide real-time situational awareness, assess threats, determine needed resources, locate suspects, and improve overall response effectiveness. The DFR can also be used during large events, for other city department needs, and natural disasters, such as fires and earthquakes.
The proposed three-year agreement with Flock Safety includes all necessary drone hardware, docking stations, radar integration for enhanced airspace awareness, compliance with all Federal Aviation Administration (FAA) requirements, the Flock Aerodrome software platform, training, implementation support, and ongoing maintenance. The agreement also includes a refresh with new, updated drones and equipment mid -contract (between 18-24 months) at no additional cost.
The new Flock Aerodrome software will allow remote piloting of the drones and, at the same time, analyze multiple technologies already in use by the police department, such as Automatic License Plate Readers (ALPRs). The software will allow flight logging and analytics, providing a comprehensive record. Flight logs are automatically updated in the system and posted on the PD's website to ensure transparency by providing accessible, redacted flight data to our community.
The Flock DFR agreement is structured over three years as follows:
• Year One: $200,000 — Four (4) Flock Aerodrome DFR systems drones ($50,000 each) and $0 for the Flock Aerodrome radar system (waived for 1st year). Year One will be funded with the Police Department's current salary savings. • Years Two & Three: $350,000 - Four (4) Flock Aerodrome DFR systems drones ($50,000 each) and $150,000 Flock Aerodrome radar system. • Total Contract Amount: $900,000 over three years.
The DFR docking/charging stations will require electrical connections at their docking locations (City Hall and Station 106 roofs). This infrastructure installation is estimated to cost $24,000 and will be paid using the Police Department's salary savings.
To ensure immediate availability and response capability, the DFR program will require additional personnel who are licensed to operate drones. To accommodate this staffing need without burdening the city with additional personnel costs, the human resources department will, in the FY 26/27 budget, submit to council a position reclassification request for the elimination of one (1) Police Sergeant position (vacancy through attrition) at an annual cost of $336,695 and the addition of three (3) Community Service Officer (CSOs) positions for a total annual cost of $293,445. This personnel change will provide the City an annual salary saving of $43,250. These CSOs will be responsible for flying drones, monitoring live video, and communicating relevant information to officers on scene, at a fraction of the cost of staffing the program with sworn officers.
The Flock Safety Drone First Responder system incorporates proprietary artificial intelligence that enables autonomous flight capabilities and other advanced features not
currently offered by other vendors. As no comparable competitive products exist in the marketplace, this purchase qualifies as a sole -source procurement in accordance with Beaumont Municipal Code 3.01.100.
The Flock Safety agreement is a Sourcewell contract and has been reviewed and approved by the City Attorney.
Fiscal Impact:
The Police Department will convert current salary savings to pay for all year one costs, including the $24,000 infrastructure (electrical/ethernet) upgrades to the two City buildings and the required DFR pilot workstation (computer/monitors) at an estimated cost of $10,000. There will be no additional costs to the General Fund during FY 26/27.
Years two and three will be budgeted in Police Department's FY 27/28 & FY 28/29 budgets at an annual cost of $350,000.
The FY 26/27 reclassification of one (1) Police Sergeant position to three (3) CSOs will provide an annual salary saving of $43,250 to the General Fund.
The cost to prepare this staff report was $575.
Recommended Action:
Approve the three-year agreement with Flock Safety for the implementation of a Drone First Responder (DFR) program, for a total cost of $900,000; and Approve the Police Department to incorporate the years two and three costs to each respective budget year.
Attachments:
A. Flock Safety Agreement
B. Sole Source Letter
C. DFR
f ock safety
2025 Sole Source Letter for Flock Safety® Public Safety Solutions March 03, 2026
City of Beaumont Police Department
660 Orange Ave
Beaumont, CA, 92223
Dear Christopher Ramos,
This letter serves to confirm that Flock Group Inc. d/b/a Flock Safety is the sole provider of our proprietary public safety technology solution specifically designed for use by law enforcement, communities, and private entities to increase safety and reduce crime. Flock Safety's unique system integrates hardware and cloud -based software to enable real-time data processing and secure data sharing capabilities that are unavailable through other providers.
As the sole developer and provider of this proprietary technology, Flock Safety retains exclusive rights to manufacture, license, and support the products and software we offer. Our solutions include cutting -edge features such as machine learning analytics, CJIS-compliant data storage, and a centralized system that facilitates collaboration across multiple jurisdictions, supporting a more robust and efficient public safety network. Specifically, Flock Safety provides the ability to access additional cameras from Flock customers, including:
Azusa, Alhambra, Hawthorne, El Segundo, Redondo, at no additional cost.
No other vendor offers the specific combination of hardware and cloud -based features, CJIS- compliant data handling, or the national network capabilities that Flock Safety provides. For these reasons, Flock Safety is the only source available for these services.
Thank you,
Garrett Langley CEO, Flock Safety®
Flock Safety® Drone -as -First Responder ("DFR")
Flock Safety® has the sole distribution rights to distribute the Flock Safety® Drone -as -First 1170 Howell Mill Rd. NW • Suite 210, Atlanta, GA 30318
f ock safety
Responder Platform
The Flock Safety® Drone -as -First Responder Platform is the only Law Enforcement Grade drone -as -a -first response and docking devices to offer the following combination of proprietary features:
To the best of our knowledge, Flock Safety is currently the sole source of the suite of products and services listed below, and no other company or firm sources and sells or licenses such a comprehensive, integrated suite of products and services at price level quoted as Flock universal sales price (USP).
Flock Aerodome DFR 2.0
DFR Drone Hardware
• DJI M350 RTK + RC Plus
• DJI H30T payload
• 16 TB65 Batteries and BS65 Charging Case on an annual basis • DJI Dock 3 + M4TD integration with Flock ALPR and Flock911 • DJI Dock 3 + M4TD increased flight speeds to 47 mph
• Proprietary RC box and omnidirectional antenna array
• In year 2 of the contract, Flock will swap out the old hardware for the newest version of each product on the market with no change in price.
Atlas 350 Drone Dock
• Exclusively distributed by Flock for the public safety market • Automated, robotic, battery -swapping drone nest for heavy payload UAS • Not reliant on contact charging
• Houses 8 batteries for more than 2,000 cycles
• Exclusive integration of the DJI M350 and H30T
• Exclusively provided law enforcement features and upgrades • Landing platform level with the roof 17 cm of radial landing error recovery. • Proprietary precision landing algorithms.
• Integrated HVAC to maintain system health.
• Integrated interior cameras for diagnostics and virtual pre-flight checklist • Fully remote operations through the Flock Flight Operations Module Flock Aerodome 3D Digital Radar Station
• Multi-beamforming surveillance radar with long-range capabilities and all-weather situational awareness.
• 360 degree 3D detection, tracking, and classification of manned aircraft and sUAS. 1170 Howell Mill Rd. NW • Suite 210, Atlanta, GA 30318
f ock safety
• Detects Phantom -sized drones at 2.25-2.5 km ranges, Cessna -sized aircraft at 7 km range, and humans at 3 km range
• Layered security approach with target classification, detection and data updates for accuracy and reliability
• Exclusively integrated into the Flock Air Traffic Awareness Module(Aeromap) • Exclusively provided by Flock for the public safety market Flock Software
Flight Operations Module
• Exclusively provided augmented reality overlays
• 1080p video feed with proprietary video codec, requiring only 3mbps for streaming • One-time streaming links immediately available to be sent via email and SMS through the platform
• Images taken and immediately available to be sent via email and SMS through the platform, mid-flight
• Detailed telemetry and system health data
• Dock and drone management from a single interface
• Multiple drone station and drone control support via picture -in -picture • Command and control
• CAD, ALPR, Flock911 and audio detection integration, allowing for tracking of calls -for - service directly in the platform
• Laser -range finder support, allowing for real-time identification at camera targets • Camera and payload management
• Address based automated waypoint flight control
• Current weather data
• Detailed connectivity data
• Mouse and keyboard control
• Gamepad control
• iOS app for live video streaming
• Drone summoning capability to allow for one drone to follow or meet another drone for battery swapping
Flock Aerodome Integrations
• Flock911 - This allows for a live transcript of a 911 call to populate directly in the flight platform, notifying the pilot of a calla nd allowing them to deploy to it potentially minutes before it's ever dispatched.
• Flock OS / Fusus - This allows the drone telemetry and video feed to be ingested by popular RTIC software platforms.
• Flock Nova - This combines Flock's powerful Nova platform with the flight operations module so pilots can get critical information about involved parties, potential residents nearby, and other information that provides the ultimate situational awareness tool. • Flock ALPR Response - the flight operations ingests Flock LPR hits into the system, so the pilot can click one button and deploy directly to the last location while also receiving 1170 Howell Mill Rd. NW - Suite 210, Atlanta, GA 30318
f ock safety
vehicle information, a photo of the vehicle, and last known Flock hits. • Flock Audio Response - similar to ALPR response, when Flock Audio triggers an alert, directly in our platform, we can click one button, dispatch the drone, and see in real- time a radius signifying where the audio may have originated from. • Flock Inflight LPR - the camera on our aircraft acts as an ALPR camera. From hundreds to over a thousand feet away, we can read a license plate and run it through the Flock ALPR system.
• Evidence.com - we can upload data directly into Evidence.com • CAD Integrations - we can integrate with a variety of CAD vendors and populate calls for service in our flight operations software.
Flock Aerodome Air Traffic Awareness Module (Aeromap)
• 360 degree visibility of local airspace and movement of manned aircraft and sUAS. • Integration with Flight Operations Module for notifications of incursions. • Direct communication with drones to allow for emergency collision mitigation • ADS -B in and live telemetry data from multiple sources. • Integrated 3D radar, RF, and Remote ID data in a single common operating picture. • Call for service information on screen
• Multi -station and multi -drone support
Flock Aerodome Spectator Module
• 1080p video feed with proprietary video codec, requiring only 3mbps for streaming • Optimized for streaming live mission video to internal and external stakeholders • Monitor multiple flight missions at once using split screen functionality • Seamless link sharing via text message or email directly in the Flock Aerodome system • Live CFS updates and visibility
• Basic flight and telemetry data
• CAD integration to show which call -for -service the drone is responding to Flock Aerodome Flight Log Module
• Automated flight logging and mission reports.
• Native 1440p video uploaded for each flight from the drone without manual uploading required
• Effortlessly export mission reports in PDF format for evidence management. • Download cloud based and onboard imagery and video.
• CFS data auto populated via CAD integration
• Configurable DFR mission success metrics.
• Configurable mission reports based on agency needs and data retention policies. • Drone path and location at timestamp, visualized with video • Filtering and searching functionality
Flock Aerodome Mission Reporting and Community Engagement Module 1170 Howell Mill Rd. NW Suite 210, Atlanta, GA 30318
f ock safety
• Automatically display DFR success metrics including average response times, number of missions conducted, number of suspects apprehended with the support of DFR, reduction in response times, calls cleared without the use of patrol resources, and a breakdown of the types of calls that DFR has supported. • Visualization of the flight path of the drone combined with the call for service the drone was responding to. Designed to seamlessly integrate and display on the agency's website.
Flock Aerodome Services:
• Equipment infrastructure
• Acquisition of appropriate FAA regulatory waivers
• Department policy and SOP consulting
• Community engagement consulting
• Comprehensive training
• Hardware warranties
Partnerships:
• Flock Safety® is the only LPR provider to officially partner with Prepared911 to distribute 911 call audio and transcripts to law enforcement agencies • Through FlockOS®, Flock Safety® is the only LPR provider to officially partner with FirstTwo to enable clicking anywhere on a display map to display the relevant information from FirstTwo
• Access to additional cameras purchased by Flock's HOA and private business partners, means an ever-increasing amount of cameras and data at no additional cost • Flock Safety® is the only LPR provider to officially partner with Wanco, Inc. to offer the Flock Safety's Mobile Security Trailer, an infrastructure -free solution designed to provide a movable public safety presence.
• The Flock Safety Mobile Security Trailer combines:
o Two (2) PTZ video cameras that are equipped with remote controls for live and recorded video
o One (1) multi -sensor 360 panoramic camera that offers situational awareness with live views from four different angles for comprehensive coverage o Flashing Blue Lights that provides a clear signal that law enforcement is monitoring the area, acting as a visual crime deterrent o Integration with the FlockOS platform, centralizing live monitoring, evidence capture, and case management across all locations
o Optional feature: Can include LPR functionality, which is compatible with the FlockOS platform
o 24/7 real-time alerts, notifying law enforcement of incidents and allowing for customizable monitoring during off -hours using advanced Al for human and vehicle detection
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Flock Safety + CA - Beaumont PD
Flock Group Inc.
1170 Howell Mill Rd, Suite 210
Atlanta, GA 30318
MAIN CONTACT:
Jake Sherman
[email protected]
8187467444
Quote Number: Q-178648
Expiration Date: 03/31/2026
ftock safet
fl ock safety
ORDER FORM
This order form ("Order Form") hereby incorporates and includes the terms of the previously executed agreement (the "Terms") which describe and set forth the general legal terms governing the relationship (collectively, the "Agreement" ). The Terms contain, among other things, warranty disclaimers, liability limitations and use limitations.
This additional services Agreement will be effective when this Order Form is executed by both Parties (the "Effective Date") Customer:
Legal Entity Name:
Accounts Payable Email:
Address:
CA - Beaumont PD
CA - Beaumont PD
[email protected]
660 Orange Ave Beaumont, California
92223
Hardware and Software Products
Recurring amounts over subscription term
Initial Term: 36 Months
Renewal Term: 36 Months
Payment Terms: Net 30
Billing Frequency: Annual Plan - Invoiced at First Live Flight Retention Period: 30 Days
Item
Cost Quantity
Flock Safety Platform
$350,000.00
Flock Safety Drone Hardware and Services
Flock Aerodome DFR— Radar
Flock DFR — M4TD + Dock 3 (2 System Set)
Flock911 for Aerodome
Additional Battery Pack
Included
Included
Included
Included
1 2
1 8
Subtotal Year 1:
Annual Recurring Subtotal:
Discounts:
Estimated Tax:
Contract Total:
Included
Included
Included
Included
$200,000.00
$350,000.00
$156,000.00
$0.00
$900,000.00
Taxes shown above are provided as an estimate. Actual taxes are the responsibility of the Customer. This Agreement will automatically renew for successive renewal terms of the greater of one year or the length set forth on the Order Form (each, a "Renewal Term) unless either Party gives the other Party notice of non -renewal at least thirty (30) days prior to the end of the then -current term.
The Term for Flock Hardware shall commence upon first installation and validation, except that the Term for any Flock Hardware that requires self - installation shall commence upon execution of the Agreement. In the event a Customer purchases more than one type of Flock Hardware, the earliest Term start date shall control. In the event a Customer purchases software only, the Term shall commence upon execution of the Agreement.
Special Terms:
NDAA Compliance Guarantee. In the event of a federal or state law, regulation, or enforceable governmental order ("Legal Prohibition") that prohibits the use, operation, or procurement of drones manufactured by DJI or any other Chinese -made drone manufacturers ("Restricted Drones"), Flock will provide replacement drones that are fully compliant with the National Defense Authorization Act ("NDAA Compliant Drones"). Upon confirmation of a Legal Prohibition affecting Customer's use of Restricted Drones, Flock shall replace all Restricted Drones that are part of the Customer's Flock Services and subject to Legal Prohibition with NDAA Compliant Drones of comparable functionality and specifications. The replacement process shall commence within a commercially reasonable time of the effective date of the Legal Prohibition and be completed within a commercially reasonable timeframe. The replacement shall be provided at no additional cost to Customer.
Hardware Refresh. Flock agrees that, at no additional cost to the Customer, it will provide an equipment refresh at eighteen (18) months from the Effective Date of this Agreement. This refresh shall include the replacement of two (2) Flock DFR — M4TD + Dock 3 (2 System Set) covered under this Agreement with one (1) Flock Aerodome DFR - Alpha + Dock (2 System Set) offered by Flock. The refreshed equipment shall be new, unused, and include all warranties, software, and support services equivalent to or better than those provided at the time of the original equipment delivery.
Billing Schedule
Billing Schedule
Amount (USD)
Year 1
At First Live Flight After Training
$200,000.00
Annual Recurring after Year 1(Starting7/1/2027)
$350,000.00
Contract Total
$900,000.00
*Tax not included
Discounts
Discounts Applied
Amount (USD)
Flock Safety Platform
$0.00
Flock Safety Add-ons
$18,000.00
Flock Safety Professional Services
$0.00
Flock Safety Drone Hardware and Services
$150,000.00
Product and Services Description
Safety Platform Items
Product Description
Flock Aerodome DFR - Radar
Drone as First Responder (DFR) 2.0 detect and avoid capabilities for operations up to 400 ft according to agreed -upon UASFM altitudes. Includes FAA regulatory services and installation.
Flock DFR - M4TD + Dock 3 (2
System Set)
Drone as First Responder (DFR) 2,0 system, including hardware, software, and services. Hardware includes two M4D series drones, two cameras, batteries, and two contact -charging Dock 3's. Software includes remote piloting, air traffic awareness, spectator view, mobile app, flight logging, mission reporting, and community engagement dashboard. Services include FAA regulatory services, SOP development, training, and ongoing support.
Flock911 for Aerodome
Flock911 enables users to access live 911 calls directly within the F1ockOSTM software, delivering real-time situational context that ensures faster, safer, and more efficient responses to calls for service.
Additional Battery Pack
External battery pack attachment utilized to extend the life of Flock Products
PRODUCT ADDENDUM
UNMANNED AIR SUPPORT AS A SERVICE (UASaaS) PROGRAM
FOR DRONE RESPONSE SERVICES
WHEREAS, Customer has determined that it is in the interests of public safety for it to have the ability to utilize unmanned drones during crisis incidents, public emergencies, and in certain public safety operations, to the extent permitted by law;
WHEREAS, Flock is in the business of providing unmanned drone services (the unmanned drone services shall be considered part of the "Flock Services") and Flock Hardware; NOW, THEREFORE, for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, Customer and Flock agree as follows:
1. UNMANNED AIR SUPPORT GENERAL TERMS OF DELIVERY
1.1 Flock Services and Hardware. Flock shall provide access to Customer the Flock Services and related Flock Hardware (the "Flock Hardware") listed on the Order Form upon the terms and conditions set forth in the Agreement. Flock maintains ownership of all the Flock Hardware. Each year, as specified in the Order Form, the Customer will be provided with a designated number of batteries. Customer may place an order for additional Flock Hardware (e.g., batteries prior to 500 complete charging cycles, hardware damaged due to Customer's error, additional spares, etc.) at Flock's then current list price, which will be made available to Customer upon request.
1.2 FAA Regulatory Waivers. Flock will assist Customer in acquiring any required Federal Aviation Administration ("FAA") regulatory waivers.
1.3 Delivery. Flock shall make the Flock Hardware available to Customer at Customer's delivery address set forth in the Order Form ("Delivery Point"). If for any reason Customer fails to accept delivery of the Flock Hardware by the date fixed pursuant to Flock's notice stating that the Flock Hardware is available at the Delivery Point: (i) Customer shall bear the risk of loss to the Flock Hardware; (ii) the Flock Hardware shall be deemed to have been delivered; and (iii) Flock, at its option, may store the Flock Hardware until collected by Customer, whereupon Customer shall be liable for all related costs and expenses (including, without limitation, storage and insurance). Once the Flock Hardware is made available as the Delivery Point, Customer is responsible for any resulting use of the Flock Hardware by all Authorized Users and all third -parties who may gain access to the same.
1.4 Pilot Services. Upon Customer's request, Flock will make available an employee or independent contractor pilot (each a "Pilot") to Customer for purposes of operating the Flock Hardware (hereafter the "Pilot Services") at the pricing set forth in the Order Form. The Pilot Services shall be considered part of the Flock Services. When operating the Flock Hardware, the Pilot shall comply with the reasonable requests of Customer. Such Pilot Services may be used for up to forty (40) hours per week during the Term. Customer's use of the Pilot Services shall not alleviate any of Customer's obligations set forth herein. Customer shall provide Pilots with a safe working environment when on Customer's premises.
2. LOSS AND DAMAGE OF FLOCK HARDWARE
2.1 Customer assumes and shall bear the entire risk of loss, damage to, theft or destruction of, all Flock Hardware. LOSS OR DAMAGE TO THE FLOCK HARDWARE, OR ANY PART OF IT, SHALL NOT RELIEVE CUSTOMER OF ANY OBLIGATION UNDER THE AGREEMENT. Customer's obligations with respect to this Section shall commence upon delivery of the Flock Hardware.
2.2 Customer agrees to immediately notify Flock of any accident or event of loss or damage involving the Flock Hardware. The notification shall include any information as may be pertinent to Flock's investigation of such accident, loss, or damage, or which Flock may reasonably require.
3. FEES. The Order Form dictates the Flock Hardware, software, personnel, and Flock Services and the entire Flock Services corresponding fees. Customer shall pay the Fees as described on the Order Form.
4. TERM. The term of this Agreement commences on the Effective Date of this Agreement and continues until terminated as provided under this Agreement (the "Term"). Each Order Form shall commence and expire and/or terminate according to the terms set forth in such Order Form. On expiration or termination of the Agreement, all licenses provided hereunder by Flock shall immediately expire.
5. FLOCK DRONE IP. Customer Data does not include, and Flock Drone IP (defined herein) expressly includes, any data to the extent processed by, resulting as an output of, or based on the usage of, the Flock Services, Flock Hardware, including, without limitation, data collected by Flock's radar and radio frequency sensors.
Such Flock Drone IP shall be Flock's Confidential Information. Flock shall own all rights to (i) any data input into the Flock Services, Flock Hardware by or on behalf of Flock (not including any Customer Data) and (ii) any aggregated and anonymized data extracted or derived from the Flock Services, or use of the Flock Hardware, including all aggregated and anonymized usage data, statistical data, transactional data, metadata, market data, flight logs and flight history, telemetry data and logs, fleet information including drone serial numbers and models, connected device information including radar data concerning the surrounding airspace, and other aggregated and anonymized data collected from user data and files (collectively, "Flock Drone IP"). Without limiting the generality of the foregoing, Flock reserves the right to create and market public indexes, analysis or insights created from such data. Customer agrees that it will not share, sell, transfer, or make available any Flock Drone IP to any third party without the prior express written consent of Flock.
SCHEDULE A
SERVICES
Flock makes no warranties regarding the efficacy of the training detailed below.
1. AIRWORTHINESS TRAINING
Flock will make commercially reasonable efforts to provide training for the Customer to maintain the airworthiness of its drones, including compliance -related trainings.
Customer shall be responsible for ensuring that all crew, including pilot in command, visual observer, sensor or payload operator, or other persons necessary for the safe operation of the flight have the qualifications, experience, licenses, and certificates required by applicable FAA regulations and that all have the necessary skill required to perform their duties. After completion of training, Customer will be responsible for maintaining the airworthiness of drones to which Customer is responsible and the ensuring that the respective operations are in line with all applicable laws and regulations.
The training will be conducted via both online and in -person methods, as agreed upon by both parties. The frequency and duration of training will be mutually decided and scheduled to the convenience of the Customer.
2. FLIGHT TRAINING
Flock will assist the Customer in obtaining FAA BVLOS waivers and train the Customer on compliance matters related to such waivers. Flock will start with one deployment location at a time, and work up to the agreed upon number of deployment locations for all UAS. As part of the BVLOS process, Flock will provide training materials to the Customer to certify all employees of the Customers selected as Visual Observers ("VOs") to help aid in BVLOS operations.
Flock will provide training to officers on how to utilize the Flock IP. This will consist of:
• Showing how to access Flock on their respective internet devices • Showing how to view a live stream through the application • Showing how to control the drone using the application • Showing how to report problems if they come across them on the application The training will be conducted via both online and in -person methods, as agreed upon by both parties. The frequency and duration of training will be mutually decided and scheduled to the convenience of the Customer.
3. FLOCK HARDWARE TRAINING
There will also be training for the Customer to use the Flock Hardware. This training will consist of:
• Discussing maintenance list for the drone, and how to maintain airworthiness • Teaching how to fly the drone autonomously using the Flock IP • Teaching how to fly the drone manually using the remote controller The training will be conducted via both online and in -person methods, as agreed upon by both parties. frequency and duration of training will be mutually decided and scheduled to the convenience of the Customer.
4. DEPLOYMENT SUPPORT
Flock will teach the Customer how to dispatch the Flock Hardware using the software for 911 calls.
Only personnel authorized by Customer may have access to the livestream from the drone. They will also be taught on how to use Flock's software to view said stream on any internet-connected device.
Authorized personnel may have access to the Flock IP, which can convey the current status of the drone, and how to tell the drone to conduct additional maneuvers if needed.
All operations must be conducted by a Pilot in Command ("PIC"), who is an FAA -certified pilot. Customer will provide the PICs needed to sustain this program.
Flock will assist in drafting a Standard Operating Procedure ("SOP") as well as department policies regarding access, deployments, privacy, and community engagement.
Flock will ensure correct implementation of each Flock station and its included Flock Hardware which may or may not include the aircraft, on-prem servers, charging dock installations, radars, and more.
SCHEDULE B
SPECIFICATIONS
Customer must abide by the following standards:
Operational:
• Per FAA regulations, and without the necessary waiver, a minimum of one pilot is required to operate each drone.
• Work with Flock to get BVLOS waivers for the city to fully use Flock's product and services. • Train members of the city to be VOs so that the Customer can have FAA -compliant and safe BVLOS operations (Flock will provide training material if needed). • If Customer wants to connect Flock's software to their Computer Aided Dispatch ("CAD") system, Customer will provide access to said CAD system at no cost to Flock to location information and other pertinent information about calls -for -service as they are placed. • Flock will provide their Flock software interface to command the Flock Hardware. Customer must independently access and store any personal information about calls -for -services other than their location and the type of response (police, fire, or EMS) they prompted.
Customer shall be responsible to integrate with CAD software to pull location information and call type information of every call -for -service that the Customer decides the drone should be deployed to, so long as there are no monetary charges to Flock for said integration.
By executing this Order Form, Customer represents and warrants that it has read and agrees all of the terms and conditions contained in the Terms of Service located at https://www.flocksafety.com/terms-and-conditions .
The Parties have executed this Agreement as of the dates set forth below.
FLOCK GROUP, INC. Customer: CA - Beaumont PD
By: By:
Name: Name:
Title: Title:
Date: Date:
PO Number:
BEAUMONT
-CALIFORNIA-
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Thaxton Van Belle, Director of Water Reclamation
BY: Kenyon Potter, Principal Engineer
DATE: April 7, 2026
SUBJECT: Notice of Completion (NOC) for Sanitary Sewer Overflow Project and Tukwet Channel Stabilization Project
Description: Notice of Completion (NOC) for Sanitary Sewer Overflow Project and Tukwet Channel Stabilization Project.
Background and Analysis:
Under the emergency declaration (refer to separate staff report), on March 18, 2025, the City authorized a contract with Weaver Grading for emergency repair of the sewer line at the Tukwet Channel in the Morongo Golf Course. The contractor installed two manholes, 2 new piers on concrete piles, a repaired sewer line bridging across the creek bed, and rip rap at the base of the new piers.
Subsequently, on January 20, 2026, the City awarded a contract to MB General Engineering (Contractor) in the amount of $323,815.00 to perform channel stabilization following the emergency sewer repair work.
The channel stabilization work included the placement of approximately 1,900 tons of riprap of varying sizes in accordance with approved plans and specifications. This work was necessary to protect the repaired sewer infrastructure and restore stability to the channel.
All work has been completed in accordance with the approved plans and specifications, as documented in the as -built report prepared by Tony Walker Engineering (Attachment A).
A Notice of Completion (NOC) document has been provided for filing with the County of Riverside (Attachment B). Additionally, the State of California Department of Water Resources has requested a Notice of Completion on the State forms for the Sanitary Sewer Overflow Project, which preceded the channel stabilization work (Attachment C).
Staff is requesting approval of the Notices of Completion for the respective agencies.
Fiscal Impact:
The following table is a summary of the Project budget:
EMER-001 Project Funding Summary
Estimated Total Project Budget= $1,100,000
Current Project Budget= $1,100,000
EMER-001 Project Budget Summary
Project
Component
Est. Total Current
Budget Budget
Paid to
Date
Remaining
Budget
Project Management
Preliminary Services
Environmental
Design
Permits
Right -of -Way
Construction
$1,100,000 $1,100,000
(,847,142) $252,858
Construction Management
Equipment
Total
$1,100,000
$1,100,000
$(847,142) $252,858
The cost to prepare this staff report is $250.
Recommended Action:
Authorize the Mayor, or their designee, to execute a Notice of Completion for filing with the respective agencies.
Attachments:
A. Letter from Tony Walker Engineering
B. Notice of Completion — County of Riverside
C. Notice of Completion — State Water Board
TORY R. WALKER
ENGINEERING
March 5, 2026
THAXTON VanBELLE
Director of Water Reclamation
City of Beaumont
550 E. 6th Street
Beaumont, CA 92223
Dear Thaxton,
I visited the Beaumont sewer repair site on Monday March 2, 2026. I inspected the construction and spoke with the contractor, MB General (Corey Maher), as we both walked and observed the site. Corey has communicated with us during the construction period, and we believe he has performed the work as intended.
I observed the following with respect to the completed construction based on the TRWE plan entitled : Channel Stabilization Plan for Sewer Repair at Tukwet Colf Course:
• The channel stabilization construction at the time of field inspection on March 2 was approximately 95% complete, with only minor touchup to be done on Tuesday March 3. • Site/project photos are provided, attached with this letter. The photos were taken on March 3 at project completion.
• The rock placement, perimeter, sizes, elevations, and layer thicknesses were constructed in conformance with the plans, and as designed. • I observed no areas where the constructed project rock limits/perimeter didn't conform with the project plan.
Respectfully,
JOHN DUEWEL, PE
Project Manager
WATERSHED, FLOODPLAIN & STORMWATER MANAGEMENT I RIVER RESTORATION I FLOOD FACILITIES DESIGN I SEDIMENT & EROSION 122 CIVIC CENTER DRIVE, SUITE 206, VISTA, CA 92084 I (760) 414-9212 I TRWENGINEERING.COM
Beaumont Spill Construction
March 5, 2026
Job # 842-01
Beaumont Spill Construction
March 5, 2026
Job # 842-01
Beaumont Spill Construction
March 5, 2026
When Recorded Return
Original To:
City of Beaumont
550 East 6th Street
Beaumont, CA 92223
NO RECORDING FEE REQUIRED
PER GOVERNMENT CODE SECTION 27383
NOTICE OF COMPLETION
NOTICE is hereby given that the CITY OF BEAUMONT, 550 East 6th Street, Beaumont, California, 92223, a municipal corporation, is owner in fee in the property hereinafter described. Said owner caused a work of improvement on the property hereinafter described and was COMPLETED before March 6, 2026, by MB General Engineering, contractor.
The property on which said work of improvement was completed in the County of Riverside, and State of California, said work within the channel bed south of Hogan Drive in Tukwet Canyon at the Morongo Golf Club within the City of Beaumont.
Sanitary Sewer Overflow Repair Project and Tukwet Channel Stabilization Project Date
Jessica Voigt,
Mayor of the City of Beaumont, CA
VERIFICATION:
I the undersigned am the Mayor of the City of Beaumont, the declarant of the foregoing Notice of Completion. I have read the said Notice of Completion and know the contents thereof: The same is true of my knowledge. I declare under penalty of perjury that the foregoing is true and correct.
Date
Jessica Voigt,
Mayor of the City of Beaumont, CA
A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE
On before me, Notary Public, personally appeared Jessica Voigt, Mayor of the city of Beaumont, California, who proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he executed the same in his authorized capacity, and that by his signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
BY:
(SEAL) NOTARY
Report and Notification Cover Sheet
Statewide General Waste Discharge Requirements for
Discharges of Dredged or Fill Material to Waters of the State from Emergency Repair and Protection Activities
Project: Sanitary Sewer Overflow Project / Tukwet Channel Stabilization Project Enrollee: City of Beaumont
WDID/ File Number:
Reg Measure ID: 450812
Place ID: 888416
Report Type Submitted
A. Part A — Project Reporting
Report Type 1 fl Monthly Report
Report Type 2 0 Annual Report
B. Part B — Project Status Notifications
Report Type 3 J Request for Notice of Completion of Discharges Letter Report Type 4 ' Submittal of Notice of Completion Form (submit this Cover Sheet with your Notice of Completion Form)
C. Part C — Conditional Notifications and Reports
Report Type 5 I Accidental Discharge of Hazardous Material Report Report Type 6 ® Violation of Water Quality Standards Report Report Type 7 fl In -Water Work/Diversions Water Quality Monitoring Report Report Type 8 fl Modifications to Project Report
Report Type 9 fl Transfer of Property Ownership Report
Report Type 10 0 Transfer of Long -Term BMP Maintenance Report
"I certify under penalty of law that I have personally examined and am familiar with the information submitted in this document and all attachments and that, based on my inquiry of those individuals immediately responsible for obtaining the information, I believe that the information is true, accurate, and complete. I am aware that there are significant penalties for submitting false information, including the possibility of fine and imprisonment."
Gustavo Romo City of Beaumont; Interim City Manager
Print Name' Affiliation and Job Title
Signature
Date
I hereby authorize [Casey Clark ] to act in my behalf as my representative in the submittal of this report, and to furnish upon request, supplemental information in support of this submittal.
03/20/2026
Enrollee's Signature
Date
*This Report and Notification Cover Sheet must be signed by the Enrollee (Legally Responsible Person) or a duly authorized representative and included with all written submittals.
Include a STATEMENT OF AUTHORIZATION if authorization has changed since application was submitted.
Statewide General Waste Discharge Requirements for
Discharge of Dredged or Fill Material from Emergency
Repair and Protection Activities
Attachment E
Reg. Meas.ID: 450812
Notice of Completion Form
Instructions for Notice of Completion Form
Enrollees must submit this Notice of Completion (NOC) form to the appropriate Regional Water Board within 45 calendar days of completion of any action conducted under the General Dredge or FiII WDR.
Step 1. Complete Notice of Completion Form (below).
Step 2. Submit completed Notice of Completion Form, along with the Report and Notification Cover Sheet found in Attachment B of this General Dredge or Fill WDR via email to the Water Board staff assigned to your Project (noted on the NOA issued for the Project). Include in the subject line of the email "ATTN: [staff name], Statewide Emergency WDR, and Reg Measure ID 450812; Notice of Completion Report."
ENROLLEE / LEGALLY RESPONSIBLE PERSON
Name: City of Beaumont
Phone Number: 951- 572-3220
Mailing Address: 550 E. 6th Street
City: Beaumont
State: CA
ZIP Code: 92223
Contact Person: Gustavo Romo
E -Mail: [email protected]
PROJECT SITE LOCATION
Project Name or Title: Sanitary Sewer Overflow Project / Tukwet Canyon Stabilization Project Street (include address, if any):
Nearest Cross Street(s): Hogan Drive
County: Riverside
Total size of project site (acres): 7.97 acres
Photos Attached? (Yes/No) Yes
Attach a map of at least 1:24000 (1" = 2000') detail of the impact site(s).
Latitude/Longitude (Center of Discharge Area) in degrees/minutes/seconds (DMS) to the nearest 1/2 second OR decimal degrees (DD) to four decimals (0.0001 degree):
Latitude: 34.959728
Longitude: -117.046256
Statewide General Waste Discharge Requirements for
Discharge of Dredged or Fill Material from Emergency
Repair and Protection Activities
Attachment E
Reg. Meas.ID: 450812
Fill and Excavation Discharges:
For each aquatic resource type listed below indicate in acres, cubic yards, and linear feet the discharges to waters of the state.
Temporary Fill/Excavation Impacts
Lake/Reservoir
Acres
Cubic Yards
Linear Feet
Ocean/Bay/Estuary
Acres
Cubic Yards
Linear Feet
Riparian Zone
Acres
Cubic Yards
Linear Feet
Stream Channel
Acres
.05
Cubic Yards
450
Linear Feet
120
Vernal Pool
Acres
Cubic Yards
Linear Feet
Wetland
Acres
Cubic Yards
Linear Feet
Statewide General Waste Discharge Requirements for
Discharge of Dredged or Fill Material from Emergency
Repair and Protection Activities
Permanent Fill/Excavation Impacts:
Lake/Reservoir
Acres
Cubic Yards
Linear Feet
Ocean/Bay/Estuary
Acres
Cubic Yards
Linear Feet
Riparian Zone
Acres
Cubic Yards
Linear Feet
Stream Channel
Attachment E
Reg. Meas.ID: 450812
Acres
.07
Cubic Yards
1,300
Linear Feet
140
Vernal Pool
Acres
Cubic Yards
Linear Feet
Wetland
Acres
Cubic Yards
Linear Feet
COMPENSATORY MITIGATION
Required? (Yes/No) N/A - see Attachment 1
Mitigation Method (i.e., mitigation bank, in -lieu fee, or permittee responsible):
Photos Attached? (Yes/No)
Compensatory Mitigation Description (include aquatic resource type, acres, and linear feet, contact information for mitigation bank or in -lieu fee program, and proof of purchase (e.g., bill of sale) or transfer of credits, if applicable:
Statewide General Waste Discharge Requirements for
Discharge of Dredged or Fill Material from Emergency
Repair and Protection Activities
Attachment E
Reg. Meas.ID: 450812
MITIGATION SITE LOCATION
Street (include address, if any):
Nearest Cross Street(s):
County:
Attach a map of at least 1:24000 (1" = 2000') detail of the impact site(s).
Indicate the map format used (listed in order of preference):
P GIS shapefiles. The shapefiles must depict the boundaries of all project areas and extent of aquatic resources impacted. Each shape should be attributed with the aquatic resource type. Features and boundaries should be accurate to within 33 feet (10 meters). Identify datum/projection used and if possible, provide map with a North American Datum of 1983 (NAD38) in the California Teale Albers projection.
Google KML files saved from Google Maps: My Maps (free) or Google Earth Pro (not free). Maps must show the boundaries of all project areas and extent/type of aquatic resources impacted.*
Aquatic resource maps marked on paper USGS 7.5 minute topographic maps or DOQQ printouts. Maps must show the boundaries of all project areas and extent/type of aquatic resources impacted.
* If using Google Maps: My Maps or similar, provide URL(s) of maps.
Latitude/Longitude (Center of Discharge Area) in degrees/minutes/seconds (DMS) to the nearest 1/2 second OR decimal degrees (DD) to four decimals (0.0001 degree)
Latitude: 34.959728
Longitude: -117.046256
Statewide General Waste Discharge Requirements for
Discharge of Dredged or Fill Material from Emergency
Repair and Protection Activities
Attachment E
Reg. Meas.ID: 450812
Post -Construction Stormwater BMPs
Date of Construction Stormwater General Permit Notice of Termination(s) if any:
N/A
Status and functionality of all post -construction BMPs:
The Project itself functions as a BMP with the installed permanent erosion control BMPs (natural stone) inherently providing stabilization that minimizes the potential for storm water erosion.
Due to the small footprint of the temporary impact and laydown yard footprint, temporary post - construction stormwater BMPs were not necessary. Additionally, the unvegetated areas outside of the permanent Project footprint were installed with an appropriate native seed mix to support revegetation of the temporarily impacted areas and long-term stabilization. Details regarding restoration installation are provided in the Restoration/Compensatory Mitigation Attachment (Attachment 1).
Reference Attachments 1 - 4 for the following:
- Attachment 1: Restoration/Compensatory Mitigation
- Attachment 2: Figures
- Attachment 3: Pre- and Post -Construction Photographs
CERTIFICATION
"I certify under penalty of law that this document and all attachments were prepared under my direction and supervision in accordance with a process designed to assure that qualified personnel properly gather and evaluate the information submitted. The information submitted is, to the best of my knowledge and belief, true, accurate, and complete. I am aware that there are significant penalties for submitting false information, including the possibility of fine and imprisonment"
Signature of Enrollee / Legally Responsible Person:
Title:
Printed or Typed Name: Gustavo Romo
Date:
BEAUMONT
-C A L I F O R N A -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Thaxton Van Belle, Director of Water Reclamation
BY: Sunshine Sanchez, Management Analyst
DATE: April 7, 2026
SUBJECT: Final Report No. 23 — Termination of Local State of Emergency - Sewer Mainline Failure and Emergency Repairs in Fairway Canyon Description: Completion of emergency repairs to the Fairway Canyon sewer mainline failure and termination of the Local Emergency.
Background and Analysis:
On March 3, 2025, City staff were notified of a major sewer mainline failure in the Fairway Canyon community caused by slope erosion behind Hogan Drive homes. The incident led to a manhole collapse and subsequent 15 -inch sewer mainline failure, resulting in a raw sewage spill and the need for emergency response measures.
On March 4, 2025, City Council adopted a Resolution titled, "A Resolution Of The City Council Of The City Of Beaumont Declaring A Local Emergency And Authorizing The City Manager To Take Necessary Action", which authorized emergency expenditures in an amount not to exceed $500,000, directed staff to provide ongoing reports at each subsequent City Council meeting under California Public Contract Code Section 22050, and authorized the City Manager to take all necessary actions to mitigate further damage and ensure public health and safety.
On March 18, 2025, staff brought a follow-up status report regarding the emergency repairs in Fairway Canyon. No action was taken, but updated pictures were provided, along with an estimated amount of $21,000 that has been expended.
On April 1, 2025, staff brought a follow-up status report regarding the emergency repairs in Fairway Canyon. The full financial impact to date was $432,101 including requisitions added and costs on bypass pumping, equipment, and fuel. Staff were approved for an additional $500,000 to increase the total allocation to $1,000,000 to cover the costs for repairs.
On April 15, 2025, staff provided a follow-up regarding the emergency repairs in Fairway Canyon, which included construction progress updates with pictures and expenditures paid to date.
On May 6, 2025, staff provided an update on construction activity with pictures of completed items.
On June 3, 2025, the City Council re -ratified the Local Emergency Declaration through a second resolution.
On June 17, 2025, staff provided an update to the City Council that, on the recommendation of legal counsel, the emergency status remains open while the City pursues environmental permits retroactively.
On July 15, 2025, the City Council re -ratified the Local Emergency Declaration through a third resolution.
On August 19, 2025, the City Council re -ratified the Local Emergency Declaration through a fourth resolution.
On September 2, 2025, staff provided the City Council with an update on pursuing environmental permits retroactively.
On September 16, 2025, the City Council re -ratified the Local Emergency Declaration through a fifth resolution.
On October 7, 2025, staff provided the City Council with an update on pursuing environmental permits retroactively.
On October 21, 2025, the City Council re -ratified the Local Emergency Declaration through a sixth resolution.
On November 4, 2025, staff provided the City Council with an update on pursuing environmental permits retroactively.
On November 21, 2025, the City Council re -ratified the Local Emergency Declaration through a seventh resolution.
On December 2, 2025, staff provided the City Council with an update on pursuing environmental permits retroactively.
On December 16, 2025, the City Council re -ratified the Local Emergency Declaration through an eighth resolution.
On January 20, 2026, the City Council re -ratified the Local Emergency Declaration through a ninth resolution. In addition, the City Council awarded a Public Works Agreement to MB General Engineering, Inc. for repairs and protection of the City's sewer mainline within Ephemeral Drainage Ditch in an amount not to exceed $356,197.00 and authorized the City Manager to execute the agreement and approve any subsequent amendments or change orders within the authorized contingency amount.
On February 3, 2026, staff provided the City Council with an update on pursuing environmental permits retroactively.
On February 17, 2026, the City Council re -ratified the Local Emergency Declaration through a tenth resolution. As part of this action, the City Council approved an increase to the City Manager's emergency spending authority in the amount of $100,000, bringing the total authorized amount to $1,100,000.
On March 3, 2026, staff provided the City Council with an update regarding ongoing repairs and the status of environmental permits. As of March 3rd, the mainline repairs and protections are substantially completed. After performing a site walk and inspection, the project manager issued a letter stating the work was completed as designed (Attachment A).
On March 17, 2026, the City Council re -ratified the Local Emergency Declaration through an eleventh resolution.
Emergency repairs to the Fairway Canyon sewer mainline have been completed.
Therefore, staff is recommending that the City Council terminate the Local Emergency.
Termination of the Local Emergency will conclude emergency contracting authority while allowing staff to finalize permitting, close out contracts, and complete all remaining administrative and regulatory obligations under standard City procedures The costs are displayed in the table below:
Expenditures as of March 24,
2026
Total Budget
Amount
Spent
Remaining
Budget
Fuel for bypass pumps
$2,972.00
Miscellaneous equipment
$1,245.00
Electrical
$8,627.00
Charles King (Bypass pumps)
$23,552.00
Weaver Grading
$354,500.00
Legal Services*
$34,622.00
State Water Resources Control
Board
$4,212.00
Tory R. Walker
$54,497.00
Rincon Consultants
$6,038.00
NV5
$5,995.00
Environmental Law Group -Varco &
Rosenbaum**
$50,167.00
MB Engineering
$300,715.00
Total
$1,100,000.00
$847,142.00
$252,858.00
*Legal Services refer to those provided by the city attorney's office (SBEMP). **Varco & Rosenbaum provide specialty environmental law services and include charges from Rincon and Walker prior to the City's direct engagement with Rincon and Walker.
Fiscal Impact:
Legal and consulting services provided by Varco & Rosenbaum have been charged to account 700-4050-7068-0000.
On September 2, 2025, the City entered into separate agreements with Walker and Rincon, which will be charged to 700-4051-7900-0000.
Total expenditures remain within the budget and authority approved by the City Council during the emergency declaration.
The estimated cost to prepare this staff report is $750.
Recommended Action:
Waive the full reading and adopt by title only, "A Resolution of the City Council of the City of Beaumont Terminating the Declaration of a Local Emergency and Authorizing the City Manager to Take Necessary Action".
Staff recommends that the City Council terminate the Local Emergency.
Attachments:
A. As -Built Confirmation Letter
B. Resolution Terminating State of Emergency
TORY R. WALKER
ENGINEERING
March 5, 2026
THAXTON VanBELLE
Director of Water Reclamation
City of Beaumont
550 E. 6th Street
Beaumont, CA 92223
Dear Thaxton,
I visited the Beaumont sewer repair site on Monday March 2, 2026. I inspected the construction and spoke with the contractor, MB General (Corey Maher), as we both walked and observed the site. Corey has communicated with us during the construction period, and we believe he has performed the work as intended.
I observed the following with respect to the completed construction based on the TRWE plan entitled : Channel Stabilization Plan for Sewer Repair at Tukwet Colf Course:
• The channel stabilization construction at the time of field inspection on March 2 was approximately 95% complete, with only minor touchup to be done on Tuesday March 3. • Site/project photos are provided, attached with this letter. The photos were taken on March 3 at project completion.
• The rock placement, perimeter, sizes, elevations, and layer thicknesses were constructed in conformance with the plans, and as designed. • I observed no areas where the constructed project rock limits/perimeter didn't conform with the project plan.
Respectfully,
JOHN DUEWEL, PE
Project Manager
WATERSHED, FLOODPLAIN & STORMWATER MANAGEMENT I RIVER RESTORATION I FLOOD FACILITIES DESIGN I SEDIMENT & EROSION 122 CIVIC CENTER DRIVE, SUITE 206, VISTA, CA 92084 I (760) 414-9212 I TRWENGINEERING.COM
Beaumont Spill Construction
March 5, 2026
Job # 842-01
Beaumont Spill Construction
March 5, 2026
Job # 842-01
Beaumont Spill Construction
March 5, 2026
RESOLUTION NO. 2026-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BEAUMONT
TERMINATING THE LOCAL EMERGENCY RE LAT ED TO THE S EWE R
MAINLINE FAILURE IN THE FAIRWAY CANYON COMMUNITY
WHEREAS, on March 3, 2025, the City of Beaumont was notified of a major sewer mainline failure in the Fairway Canyon community; and WHEREAS, the City Manager determined and declared that the sewer mainline failure and the resulting threat to health, safety, welfare, and property constitutes an emergency requiring immediate repair/replacement of the failed sewer line and surrounding areas.
WHEREAS, the failure was caused by slope erosion, which resulted in a sewer mainline collapse; and
WHEREAS, the collapse of the sewer mainline caused a state of emergency, which necessitated emergency response efforts; and
WHEREAS, Public Contract Code Section 1102 defines an emergency as "a sudden, unexpected occurrence that poses a clear and imminent danger, requiring immediate action to prevent or mitigate the loss or impairment of life, health, property, or essential public services; and
WHEREAS, this sewer failure met the definition of an emergency, requiring immediate City intervention; and
WHEREAS, Pursuant to Public Contract Code Section 22050, on March 5, 2026, the City Council made the necessary findings based upon the expert opinion of Tory R. Walker Engineering, that the emergency would not permit delay resulting from a competitive solicitation for bids and letting contracts without bids was necessary to respond to the emergency; and
WHEREAS, in accordance with Resolution 2025-06 and Public Contract Code Section 22050, the City Manager initiated the repair process for the sewer mainline without noticing bids to let the contracts;
WHEREAS, the City Council has reviewed the emergency as required by Public Contract Code Section 22050(c)(1) and/or 22050(c)(2);
WHEREAS, in accordance with Public Contract Code Section 22050, the conditions now warrant termination of the emergency; and
NOW, THEREFORE BE IT RESOLVED BY THE BEAUMONT CITY
1
COUNCIL AS FOLLOWS:
Section 1. The City Council hereby declares the local emergency terminated.
The City Manager's authorization to take emergency action is hereby revoked and any remainder action that shall be taken is subject to applicable law including, but not limited to, the Public Contract Code and Beaumont Municipal Code.
Section 2. This Resolution shall take effect immediately upon its passage and adoption.
MOVED, PASSED, and ADOPTED this 7th day of April 2026, by the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
By:
Jessica Voigt, Mayor
City of Beaumont
ATTEST:
By:
Nicole Wheelwright, City Clerk
City of Beaumont
2
BEAUMONTA O R N -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Gustavo J. Romo, Interim City Manager
BY: Darron Usher, Principal Management Analyst
DATE: April 7, 2026
SUBJECT: Proposed Updates to the 2025-2027 Strategic Plan Description: This item is being brought forward to discuss proposed updates to the City's Strategic Plan to reflect changes in project status, funding availability, and project management as the City prepares for the FY 2026/27 Adopted Budget. Staff is seeking City Council direction on how best to address completed projects, projects with funding reassignments, and capital improvement projects that currently lack construction funding within the Strategic Plan.
Background and Analysis:
The Strategic Plan serves as the City's guiding framework for prioritizing initiatives, aligning resources, and tracking progress toward Council -established goals. As projects advance, funding conditions change, or initiatives reach completion, periodic updates are necessary to ensure the Strategic Plan remains accurate, transparent, and actionable.
Staff has identified several updates that warrant City Council discussion and direction:
Second Street Widening Project — Completion
The Second Street Widening Project has been completed. Staff recommends updating the Strategic Plan to reflect the successful completion of this initiative and formally close out the associated Strategic Plan action item. This update would ensure the Strategic Plan accurately reflects the progress achieved and clearly shows completed infrastructure investments to Council and the public.
Pennsylvania Grade Separation Project — Funding Reassignment Due to a funding shortfall, previously programmed funds from other Capital Improvement Program (CIP) projects were reassigned to support the Pennsylvania Grade Separation Project. This reassignment ensured continuity of a high -priority regional infrastructure project but resulted in reduced or delayed funding for certain CIP projects. Staff recommends updating the Strategic Plan to reflect this change in funding
allocation and project prioritization to maintain transparency and alignment with current fiscal realities.
New Police Station — Design vs. Construction Funding
While the New Police Station is currently included in the CIP, the existing allocation covers only design -related costs. Construction funding has not yet been identified or programmed. As a result, staff recommends discussion on whether a separate CIP project and corresponding Strategic Plan goal should be established to address the construction phase of the New Police Station. This distinction would clearly differentiate between design completion and the future funding and execution of construction.
Introducing Funding Mechanisms for the 30 -Acre Project City Council recently approved proceeding with the development of a Site Master Plan for the 30 -acre property. As conceptual planning advances, several potential project components and development concepts have been identified. To successfully implement these improvements, it will be necessary to establish and evaluate a range of funding mechanisms. Staff will explore viable financing strategies to support both the initial development and long-term sustainability of the site.
Strategic Plan Maintenance and Project Management
In addition to the specific updates noted above, staff is seeking broader Council direction on how the Strategic Plan should address:
• Projects that have been completed and should be formally closed out; • CIP projects that currently do not have identified funding; and • Changes in project management, scope, or funding strategy occur over time.
There are also several minor changes to dates listed in Attachment A.
Council direction on these items will help staff refine the Strategic Plan to ensure it remains a reliable tool for decision -making, budget development, and performance tracking.
Fiscal Impact:
The estimated cost of preparing this staff report is $300.
The current changes to the Strategic Plan have no fiscal impact to the City. However, if additional projects are added to the Strategic Plan, funding sources will need to be identified.
Recommended Action:
Approved the proposed updates to the 2025-2027 Strategic Plan or; Provide staff with direction on the updates to make additional changes to the 2025-2027 Strategic Plan.
Attachments:
A. Proposed Updates
CITY OF BEAUMONT
STRATEGIC PLAN 2025
BEAUMONT
CALIFORNIAA
City of Beaumont
Strategic Plan 2025
TABLE OF CONTENTS
EXECUTIVE SUMMARY 3
EXPECTATIONS 6
SWOT ANALYSIS — Strengths, Weaknesses, Opportunities, Threats 7 TARGETS 11
GOALS 13
ACTION PLANS 18
2/21/2025
Strategic Plan 2025
1 City of Beaumont
Strategic Plan 2025
EXECUTIVE SUMMARY
January 28, 2025
Elected Officials in Attendance:
Mayor
Mi Jessica
Voigt
Mayor Pro Tem
Jessica
VeigtLloyd
White
Councilmember Councilmember Councilmember
Julio Martinez, III Lloyd WhiteMike David Fenn
Lara
City Clerk
Elaine Morgan
City Treasurer
AJ Patel
2/21/2025
Strategic Plan 2025
2 City of Beaumont
Strategic Plan 2025
Staff in Attendance:
Elizabeth Gibbs, City ManagerGus
Romo, Interim City Manager
Shannan Doyle, Executive Assistant
George Wa _crChris Ramos,
ntcrim Chief of Police
Todd Hopkins, Fire Chief
Kari Mendoza, Director of Administrative Services
Robert Vestal, Director of Public Works/City Engineer
Thaxton Van Belle, Director of Water Reclamation
enni
er Us
a
ionLisa Leach, Interim Director of Finance
Doug Story, Director of Community Services
Julie Van Hook, Public Information Officer
Darron Usher, Principal Management Analyst
2/21/2025
Strategic Plan 2025
3 City of Beaumont
Strategic Plan 2025
EXECUTIVE SUMMARY
The 2025-2027 Strategic Plan Workshop established a clear framework for the City's priorities over the next two years. Through a collaborative discussion with stakeholders, the City Council identified five key strategic targets aimed at enhancing infrastructure, economic development, financial stability, and overall quality of life.
Key Workshop Outcomes:
• Top Five Strategic Targets:
1. Communication & Relationships — Enhancing public engagement, strengthening community partnerships, and improving citywide communication.
2. Infrastructure, Projects & Traffic —Advancing key infrastructure projects, including roadway expansions, interchange improvements, and a new police station.
3. Economic Development & Downtown Revitalization — Attracting businesses, improving the downtown district, and developing a citywide marketing strategy.
4. Financial Stability & Resource Development — Establishing long-term revenue strategies, exploring new funding mechanisms, and updating financial policies.
5. Quality of Life & Community Well-being — Investing in parks, community spaces, and cultural events to enhance livability.
SWOT Analysis Summary:
• Strengths: Strong financial policies, community engagement, diversified revenue streams, and resilient city leadership.
• Weaknesses: Limited local job opportunities, inadequate public transportation, aging public amenities, and lack of affordable housing options.
• Opportunities: Expanding infrastructure, securing additional grants, growing the local economy, and improving regional collaboration.
• Threats: State mandates, competition for resources, regulatory challenges, and funding limitations for major projects.
Priority Projects Identified:
• Pennsylvania Grade Separation
• New Police Station
• Completion of Sports Parks & Stewart Park Phase 2
• Potrero Extension and Infrastructure Development
• Downtown Business Attraction & Economic Growth Initiatives • Road and Bridge Infrastructure Expansion
• Community Center Development
• Recycled Water Expansion & Sustainability Initiatives Path Forward:
The City Council and staff will continue working collaboratively to implement the strategic plan, focusing on key projects that align with community needs and long-term sustainability. Regular progress updates and stakeholder engagement will ensure transparency and accountability in meeting the City's goals.
2/21/2025
Strategic Plan 2025
4 City of Beaumont
Strategic Plan 2025
EXPECTATIONS
The Mayor, City Council, and Executive Team expressed the following expectations related to the goal setting workshop and their desired outcomes for the day:
➢ To develop an execution plan for the tracking and monitoring of projects as a result of the strategic planning exercise
➢ To provide clear direction for staff
➢ To identify internal and external challenges and roadblocks ➢ To become more informed on issues, as staff
➢ To identify priorities for next year's budget
➢ To create a plan and the necessary steps to address traffic issues, and to address citizen concerns
➢ To address and identify priorities
➢ To focus on the future (e.g. 5-10 years) for a long-term roadmap ➢ To identify long-term and short-term priorities for the budget 2/21/2025
Strategic Plan 2025
5 City of Beaumont
Strategic Plan 2025
SWOT ANALYSIS - STRENGTHS, WEAKNESSES, OPPORTUNITIES, THREAT Strengths
Weaknesses
• Strategic location
• Strong public safety presence
• Robust city programs
• Financial stability and strong financial
policies
• Community -focused initiatives
• Well -maintained Wastewater
Treatment Plant
• Affordable living
• City resiliency
• Active and engaged City Council
• Diversified revenue streams and grant
funding
• Dedicated and skilled staff
• Favorable demographics
• Strong sense of community
• Lack of local jobs / limited
• Leakage of tax dollars
Project backlog
• Limited access to public
transportation
Roadway design throughout the City
• Lack of commercial/retail choices
Lack of strong legislative voice in
Sacramento
Condition of public amenities
• Lack of variety of outdoor activities
Affordable housing
• Civic gathering areas
• Inter -governmental relations
Opportunities
Threats
• Strengthening partnerships with
neighboring cities and agencies
• Expanding commercial footprint
• Road and bridge infrastructure
development
• Access to additional grant funding
• Population growth and economic
potential
• Addressing weaknesses through
strategic initiatives
• Development of the medical industry
• Expanding office space to attract more
jobs
• Growth of secondary education
institutions
• Expanding affordable housing
initiatives
• State mandates impacting city
operations
• Vulnerability to natural disasters
Competition with neighboring cities
for resources
• Funding limitations for transportation
and infrastructure
Challenges with the county fire
contract
• Master annexation agreement
complexities
Regulatory hurdles for wastewater
permitting
Uncertainty in funding sources
Coordinate with neighboring cities on
joint projects
• CEQA / NEPA mitigation requirements
• Impact of Sanctuary City status on
funding and policy
2/21/2025
Strategic Plan 2025
6 City of Beaumont
Strategic Plan 2025
TARGETS
The "Targets" were developed at the Strategic Planning/Goal Setting Workshop. The City Council determined that the targets identified would serve as the key pillars in which to categorize specific goals and action plans.
#1— Communications & Relationships
#2 — Infrastructure & Projects & Traffic
#3 — Economic Development &
Downtown Revitalization
#4 — Finances Stability & Resource
Development
#5 — Quality of Life & Community Well -
Being
2/21/2025
Strategic Plan 2025
7 City of Beaumont
Strategic Plan 2025
BEAUMONT
CALIFORNIAA
GOALS
3/21/2025
Strategic Plan 2025
11 City of Beaumont
Strategic Plan 2025
TARGET #1 GOALS -
COMMUNICATIONS/RELATIONSHIPS
TARGET #2 GOALS -
INFRASTRUCTURE/PROJECTS/TRAFFIC
N/A
Penn Grade Separation
PD Station
East Oak Valley Parkway
Potrero Benefit
2nd Street
Recycled Water Permit
Road and Bridge
1St Street Widening
TARGET #3 GOALS — ECONOMIC
DEVELOPMENT/DOWNTOWN
TARGET #4 GOALS —
FINANCES/RESOURCES
Recruit and Attract
N/A
TARGET #5 QUALITY OF LIFE/WELL-BEING
Sports Parks
Community Center
Implement Parks Master Plan
Stewart Park Phase
3/21/2025
Strategic Plan 2025
12 City of Beaumont
Strategic Plan 2025
TWO -PAGE SUMMARY OF TARGETS AND GOALS BY PRIORITY LEVEL Targets
Penn Grade Sep
2 5
5 12
1 PD Station
3 1
2 4
10 2
Sports Parks
4 1
3 8
3 Stewart park Ph 2
3 2
3 8
4 East Oak Valley
Pkwy
5 1
6 5
Potrero Benefit
5 5
6 1 st Street
Widening
5 5
7 2nd Street
3 1
4 8
Recycled Water
permit
4 4
9 Road and Bridge
4 4
10 Recruit and
Attract
4 4
11 Community
Center
1 2
3 12
Implement Parks
Master
2 2
13 3/21/2025
Strategic Plan 2025
13 City of Beaumont
Strategic Plan 2025
BEAUMONT
CALIFORNIA
ACTION PLANS
3/21/2025
Strategic Plan 2025
14 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #1: Penn Grade Separation (Final Design Phase)
Phase Description: The Final Design Phase for the Pennsylvania Avenue Grade Separation includes completion of the Caltrans DEER process, Approval from Caltrans of the environmental documentation (CEQA and NEPA), Approval from UPRR of the bridge and track plans, Completion of the Civil Design Plans, Utility Certification, Right -of -Way Certification, and having the plans ready to list (RTL)
Actions:
Responsible:
Time Frame:
Final Approval of Environmental CEQA (CE) and NEPA
(CE) Documentation
Environmental Consultant
(Moffat Nichol) and
Caltrans
ComaleteJu y 2025
Approval of the Caltrans Design Engineering
Evaluation Report (DEER)
Design Consultant (IDC)
and Caltrans
Dec 2026Aucust 2025
Final Approval of UPRR Structural and Track Plans
Design Consultant (IDC)
and UPRR
Jan 2027Sep em Der 2025
Complete Civil Design Plans
Design Consultant (IDC)
Jan 2027December 2025
Completion of Utility Certification, Including SCE
relocation Design.
Design Consultant (IDC),
Edison (SCE), and all other
utilities.
Apr 2027Fcaruary 2026
Completion of R/W activities, including appraisal,
negotiation, and acquisition. Get R/W Certification
Design Consultant (IDC),
and R/W sub (Monument)
ADr 2027Fearuary 2026
Final PS&E Certification
Caltrans
ADr 2027Fearuary 2026
Plans Ready to List (RTL)
City of Beaumont, Caltrans,
UPRR
June 2027Marci 2026
3/21/2025
Strategic Plan 2025
15 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #2: PD Station (Preliminary Design Phase)
Phase Description: The Preliminary Design Phase for the new Police Station includes completion of the current Architectural Layout and Feasibility Study, and advertisement, award, and completion of the 30% level project design.
Actions:
Responsible:
Time Frame:
Completion of Architectural Feasibility
Study and Layout Design
Design Architect
December 2025
Prepare and Advertise RFP for Preliminary
Design, including environmental, hydrology,
grading, civil, street improvements, utility
improvements, structural, and architectural
plans.
City of Beaumont
Public Works
February 2026
Award Contract for Preliminary Design
City of Beaumont
April 2026
Completion of Preliminary Design, including
environmental, hydrology, grading, civil, street
improvements, utility improvements, structural, and
architectural plans.
Design Consultant
December 2027
3/21/2025
Strategic Plan 2025
16 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #3: Oak Valley Parkway Widening — East
Phase Description: Pre -Entitlement Improvement Agreement Negotiation with Commercial Development at Northeast Corner of Desert Lawn and Oak Valley Parkway.
Actions:
Responsible:
Time Frame:
Negotiate terms of Pre -Entitlement
Improvement Agreement with the
commercial development at the northeast
corner of Desert Lawn and Oak Valley
Parkway to design and construct street
widening
City of Beaumont
and
Developer/Owner
ComoletedMay 2025
Execute Pre -Entitlement Improvement
Agreement
City Council
Com Dieted. une 2025
Coordinate and oversee the development of the
Environmental Study with Environmental Engineering
consultant, Jennings
City of Beaumont
and
Consultant (Jennings
Environmental)
CompletedSeptcmbcr 2025
Coordinate and oversee the development of Street
Improvement Plans
City of Beaumont
and
Developer/Owner
CompletedAugust 2025
Approval of Environmental Study and Street
Improvement Plans
City of Beaumont
ComaletedOcto er 2025
Oak Valley Parkway widening construction start
Developer/Owner
April 2026Dcccmacr 2025
3/21/2025
Strategic Plan 2025
17 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #4: Potrero Benefits
Phase Description: Leverage the Potrero project to deliver community benefits, including improved connectivity, economic development opportunities, and enhanced quality of life for residents.Deve opment of tie Nexus Study
Actions:
Responsible:
Time Frame:
Coordinate and oversee the development of
the Nexus Study with on -call traffic
engineering consultant, Fehr & Peers
Fehr & Peers, Public Works
Staff
May 2026npri 2025
Obtain draft version of the Nexus Study for
feedback and revisions prior to finalization
Fehr & Peers,
Public Works
Director and City
Manager
May 2026Apri 2025
Finalize the Nexus Study
Fehr & Peers
June 2026May 2025
Identify potential solutions for funding and
implementing necessary traffic infrastructure and
facilities
Public Works Director, City
Manager, and City Council
December 2026June 2025
Establish a fee program to determine new
development's fair share contributions toward
necessary infrastructure
Public Works Director, City
Manager, and City Council
December 2026June 2025
Enter into reimbursement agreement with lead
developer to design and construct entire backbone
facility
City Council
TBD subject to develooerQ?
2025
3/21/2025
Strategic Plan 2025
20 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #5: Second Street Extension (Construction Phase)
Phase Description: The Construction phase encompasses all labor, materials, equipment, and furnishings required to construct and extend Second Street to Pennsylvania Avenue. The scope of work includes new culverts, storm drains, pavement, curbs, gutters, sidewalks, a raised median, streetlights, signing, and striping.
Actions:
Responsible:
Time Frame:
A Pre -Construction Meeting with the
Contractor will be scheduled to discuss the
construction schedule, activities, and
channels of communication.
City of Beaumont
ComaleteAari 2025
Contractor's Biologist to perform a field survey of the project site 30 days prior to commencing any
construction activities.
Contractor
CompleteAari 2025
The Contractor will begin mobilizing and staging
equipment to begin construction activities.
Contractor
ComDleteMay 2025
Construction substantial completion (90%)
Contractor
Comalete0c oaer 2025
Reconcile the project budget and file the Notice of
Completion.
City of Beaumont
CompleteDecember 2025
3/21/2025
Strategic Plan 2025
21 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #6: Recycled Water Permit
Phase Description:
Actions:
Responsible:
Time Frame:
Recycled Water Facilitator Technical
Director of Water
Completed 06/23Comp etec
Memorandum Presentinc Recommended
ReclamationDirector of
06/23
Conceptual Plan and Associated Options for
Water cc amation
Recycled Water
Implementation (Holliman)Recyc ec Water
=aci itator Tecinica Memorancum
Presenting Recommencec Concep P
ua an
anc Associatec Options or Recyc cc Water
Imp cmentation (-o iman}
Title 22 CertificationTitle 22 Certification
Director of Water
Accepted 09/23Accep cc
ReclamationDirector o
09/23
Water cc amation
Adaptive Management and Mitication Plan
Director of Water
Awarded 08/23, Phase 1
(AMMP) environmental study. Acaptive
ReclamationDirector o
Completed 01/2025Awarcec
Management and Mitigation P an (AMMP)
Water Rec ama ion
08/2?, Piase _ Comp etec
cnvironmcnta stucy.
0-/2025
Advisory Services for Evaluation of Potential
Director of Water
OncoincOngoing
Recycled Water Sales or Transfers
ReclamationDirector o
(Dopudja)Acvisory Services -or Eva uation of
Water ec amation
otcntia Recyc cc Water Sa es or raps crs
{Do auc;a}
Direction to pursue recycled water
RW Water 2x
July 2025ASA�
cuantities as initially identified vs additional
Committee 2W Water 2x
modeling and monitorinc for potential
Committee
increased captureDirection to pursue
recyc ec water as initia
quantities y
icentifiec vs accitiona moce ing anc
monitoring for incrciascc cap.urc
potcntia
Perform Siting Study for possible
Director of Water
Underway, estimated
Groundwater recharge IocationsAMMP
ReclamationDirector o
completion, Aucust 2026On
Haase II CEQA
Water cc amation
-o c circction
pencing
above
AMMP Phase II - CEQA=i c _2__ Clance
Director of Water
Underway, estimated
petition witi DWR
ReclamationDirector o
completion June 202707/25
Wate Rec amation
or _2/26 cepenc'ng on
erection aaovc
File 1211 Change Petition with
Director of Water
June 2027Estimatec "2 _8
DWRAn-icipatec comp etion o- 121
ReclamationDirector of
months af-er tie fi ing date,
Change e ition Process an AMP.
Water Rec amation
cepencing on cia enges
Anticipated completion of 1211 Change
Director of Water
Estimated 12-18 months
Petition Process and AMP. Forecastec
ReclamationDirector o
after the filing date,
aypac< o Sa t Mitigation Dc-icit as
Water Rec amation
dependinc on
rccuirec in NPDES Permit
challengesFourti Quarter
2027
3/21/2025
Strategic Plan 2025
32 City of Beaumont
Strategic Plan 2025
Forecasted Payback of Salt Mitigation
Director of Water
Fourth Quarter 2027Lpon
Deficit as recuired in NPDES Permit Submit
ReclamationDirector of
comb etion of _2__ process,
a rccucst to SARWQCB to a Dso ve tie City
Water ec amatiori
i - warrantec.
o any remaininc sa t ceb anc to
, put
Recyc ec Wa er to Bene icia Use.
3/21/2025
Strategic Plan 2025
33 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #7: Road and Bridge
Phase Description:
Actions:
Responsible:
Time Frame:
Identify potential solutions for funding and
implementing necessary traffic
infrastructure and facilities
Public Works Director, City
Manager, and City Council
June 2025
Establish a fee program to determine new
development's fair share contributions
toward necessary infrastructure
Public Works Director, City
Manager, and City Council
June 2025
3/21/2025
Strategic Plan 2025
34 City of Beaumont
Strategic Plan 2025
Target #1: Infrastructure/Projects/Traffic
Goal #8: First Street Widening (Design Phase)
Phase Description: The Design Phase for the First Street Widening Project includes completion of the feasibility study, and advertisement, award, and completion of the design for the first street widening, including the environmental work.
Actions:
Responsible:
Time Frame:
Completion of the Feasibility Study for the
Widening of First Street
Design Consultant
Com 3leteMay 2025
Prepare and Advertise RFP for Design,
including environmental, hydrology,
grading, civil, street improvements, utility
improvements, ROW, and Permits
City of Beaumont
Public Works
To be determined sub.ect to
Land development
pro'ect.Ju y 2025
Award Contract for Design
City of Beaumont
To be determined sub'ect to
Land development
3ro'ect.Octoacr 2025
Completion of Design, including environmental,
hydrology, grading, civil, street improvements, utility improvements, ROW, and Permits
Design Consultant
To be determined sub'ect to
Land development
project.Dcccmaer 2026
3/21/2025
Strategic Plan 2025
35 City of Beaumont
Strategic Plan 2025
Target #3: Economic Development/Downtown
Goal #1: Recruit and Attract
Phase Description:
Actions:
Responsible:
Time Frame:
Develop a target industry list that identifies
and prioritizes industries that align with the
City's economic vision, workforce
capabilities, and infrastructure strengths.
Economic Development
Team
July 2026 6 montis
Launch a business recruitment campaign
that promotes Beaumont as a business-
friendly destination, highlighting key
incentives and assets.
Economic Development
Team
September 2026 1 year
Maintain a business opportunity site
inventory with available commercial,
industrial, and mixed -use properties to
share with prospective businesses.
Economic Development
Team
COMPLETED April 2025 4 —
year
Host familiarization tours for commercial
real estate brokers, developers, and site
selectors to showcase available properties
and development -ready infrastructure.
Economic Development
Team
COMPLETED July 2025 6 -
mont-is
Attend trade shows and industry
conferences to connect with site selectors
and prospective businesses.
Economic Development
Team
COMPLETED and ONGOING
Immeciate anc ongoing
y
Enhance our online presence by ensuring
that the City's website and economic
development materials are current, mobile -
friendly, and tailored to attract potential
businesses.
Economic Development
Team
COMPLETED 1 year
Offer customized incentive packages that
provide flexible incentive funding options
(tax sharing, grants, reimbursements)
tailored to the unique needs of each
business prospect.
Economic Development
Team
COMPLETED 1 year
Support local entrepreneurship and startups
by connecting startups and entrepreneurs
with resources, space, and mentorship
through the Business Resource Center and
recional 'partners.
Economic Development
Team
May 2026 Immeciate y anc
ongoing
3/21/2025
Strategic Plan 2025
36 City of Beaumont
Strategic Plan 2025
Target #3: Economic Development/Downtown (Continued)
Goal #1: Recruit and Attract
Phase Description:
Actions:
Responsible:
Time Frame:
Establish metrics for business recruitment
success (e.g., number of new businesses,
jobs created) and report outcomes to City
leadership.
Collaborate with internal departments and
regional economic development
organizations to streamline the
development process and advocate for a
business -friendly approach.
Establish a Business Concierge Program that
provides personalized assistance to
prospective businesses navigating site
selection, permitting, and development
processes. A dedicated concierge approach
reduces friction and demonstrates
Beaumont's commitment to being business
friendly
Partner with Planning, Building, Fire and
Public Works to develop a fast -track or
"express lane" process for priority business
projects.
Develop a Site Readiness Program that
Identifies and prepare shovel -ready sites for
development (utilities in place, zoning
approvals) to reduce time -to -market for
new businesses.
Economic Development
Team
Se
tember 2026 1 year
Economic Development
Team
COMPLETED and ONGOING
Immecia e y anc ongoing
Economic Development
Team
Economic Development
Team
September 2026 6 montis
December 2026 1 year
Economic Development
Team
COMPLETED December 2025
1 year
3/21/2025
Strategic Plan 2025
37 City of Beaumont
Strategic Plan 2025
Target #5: Quality of Life/Well-Being
Goal #1: Sports Park (Construction Phase)
Phase Description: The Construction phase encompasses all labor, materials, equipment, and furnishings required to construct and renovate the Beaumont Sports Park. The scope of work includes new sports lighting, improved drainage, artificial turf, fencing, additional walkways, irrigation, and landscaping.
Actions:
Responsible:
Time Frame:
Advertise bid package (plans and
specifications)
Consultants
ComjleteADri 2025
Bid Opening
City of Beaumont
ComDleteWay 2025
City Council action - Award a PW contract for the
construction of Sports Park.
City of Beaumont
(Public Works)
Complete_ une 2C25
A pre -construction meeting with the Contractor will
be scheduled to discuss the construction schedule,
activities, and channels of communication.
City of Beaumont
(Public Works) and
Contractor
Complete_u y 2025
Construction substantial completion (90%)
Contractor
July 2026May 2026
Reconcile the project budget and initiate the
Notice of Completion.
City of Beaumont
August 2026.0 y 2026
3/21/2025
Strategic Plan 2025
38 City of Beaumont
Strategic Plan 2025
Target #5: Quality of Life/Well-Being
Goal #2: Community Center
Phase Description:
Actions:
Responsible:
Time Frame:
Identify and secure funding for Community
Center Feasibility Study
Community Services
Department
March 2025
Obtain Proposals and award an
agreement for a Community Center
Feasibility Study.
Community
Services
Department
November 2025
Based on feasibility study, identify and/or
secure land necessary for a new Community
Center
Community Services
Department
June 2026
Award an Agreement for Architecture and
Engineering Plans
City of Beaumont
August 2026
3/21/2025
Strategic Plan 2025
39 City of Beaumont
Strategic Plan 2025
Target #5: Quality of Life/Well-Being
Goal #3: Implement Parks Master Plan
Phase Description:
Actions:
Responsible:
Time Frame:
Identify and secure project funding
Community Services
Department
Ongoing
Engage the Community and
Stakeholders
Community
Services
Department
Ongoing
Incorporate recommended items
under the City's capitalization
thresholds into the annual operating
budget.
Community Services
Department
February 2026
Establish and prepare a timeline for Short-
term, Mid-term and Long-term Capital
Improvement Projects
City of Beaumont
February 2026
Implement P1 (Short-term 1-2 Year)
recommendations
City of Beaumont /
Consultants / Contractors
June 2027
Monitor Progress and Update Implementation
Priorities as Needed
City of Beaumont /
Consultants / Contractors
Ongoing
Develop long-term sustainability strategies
Community Services
Department
Ongoing
3/21/2025
Strategic Plan 2025
31 City of Beaumont
Strategic Plan 2025
Target #5: Quality of Life/Well-Being
Goal #4: Stewart Park (Construction Phase)
Phase Description: The Construction phase consists of all labor, material, equipment, and furnishings to construct and renovate Stewart Park. The scope of work includes a new splash pad, new playground equipment, picnic shelters and BBQs, sports lighting, pathways and lighting, irrigation, and landscaping._
Actions:
Responsible:
Time Frame:
Phase I: Construction substantial
completion (90%)
Contractor
Septemaer 20250ctober
2025
Phase II: Consultant to finalize federal
environmental document and technical
studies (NEPA).
Consultant
August 2025
Phase II: Environmental clearance to proceed into
construction.
City of Beaumont
Oc oDer 2025Pendinc
Phase II: Advertise and solicit bids for Phase II.
City of Beaumont
Octoper 2025Aucust 2026
Phase II: City Council action - Award a PW contract
or change order for the construction of Phase II.
City of Beaumont
Occcm3er 20250ctober 2026
Phase II: Mobilization and commence construction.
Contractor
January 2026November 2026
Phase II: Construction substantial completion (90%)
Contractor
ADri 2026 May 2027
Closeout: Reconcile the project budget and
initiate the Notice of Completion.
City of Beaumont
June 20276
3/21/2025
Strategic Plan 2025
31 BEAUMONT
-C A L I F O R N A -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Gustavo J. Romo, Interim City Manager
BY: Darron Usher, Principal Management Analyst
DATE: April 7, 2026
SUBJECT: Approval of Requisition for Fire Services — Riverside County Fire Department
Description: Approval of a requisition in the amount of $6,800,000 to fund fire protection services provided by the Riverside County Fire Department for Quarters 2 through 4 of Fiscal Year 2025/26.
Background and Analysis:
The City of Beaumont maintains a Cooperative Agreement with the County of Riverside for the provision of fire protection, fire prevention, rescue, and emergency medical services. The current agreement term is July 1, 2024, through June 30, 2025, with an option for a one-year extension upon written notice by the City.
On February 28, 2025, the City formally exercised its option to extend the agreement through June 30, 2026, via written notice from the previous City Manager. This action ensured continuity of fire services without interruption and in accordance with the agreement requirements.
The Riverside County Fire Department subsequently provided a cost estimate for Fiscal Year 2025/26. Based on the estimate, the total annual cost for fire services is approximately $9.8 million. These costs reflect staffing levels, operational support, and service delivery across Fire Stations #66 and #106, including personnel, equipment, and support services.
The Cooperative Agreement requires the City to remit payment on a quarterly basis for actual costs incurred. The requested requisition of $6.8 million represents the remaining funding necessary to cover Quarters 2 through 4 of the fiscal year, based on the approved estimate and anticipated expenditures. The first quarter was processed with an approved requisition from the previous fiscal year, which was used to cover the fourth quarter of the previous fiscal year and the first quarter of the current fiscal year.
This requisition ensures the City remains in compliance with contractual obligations and maintains uninterrupted fire and emergency response services for residents and businesses.
Fiscal Impact:
The estimated cost of preparing this staff report is $400.
The total requisition amount is $6,800,000, which will fund fire services for Quarters 2 through 4 of FY 2025/26.
Funding is included within the City's adopted budget for fire services. Payments are made to the County on a quarterly basis in accordance with the Cooperative Agreement. There is no additional General Fund impact beyond the approved budget appropriation. This will be processed from the Fire Department budget under Contractual Services 100-2100-7068-0000.
Recommended Action:
Approve a requisition in the amount of $6,800,000 for fire services provided by the Riverside County Fire Department; and
Authorize the City Manager or designee to execute all necessary documents to process payment in accordance with the Cooperative Agreement.
Attachments:
A. Riverside County Fire Department Cost Estimate (FY 2025/26) B. Renewal Letter from City Manager
C. Cooperative Agreement for Fire Services FY 2024/25
ESTIMATE
CITY OF BEAUMONT
CREATED OCTOBER 1, 2025 FOR FY2025/2026
*See notation below for estimate assumptions
STA #66
BLS Engine
Medic Squad
STA #106
Engine (July -Jan)
Annual Staff Count
Truck (Feb -June)
Annual Staff Count
Co. Truck (Feb -June)
66 —HR Workweek
CAPTAINS
--------
305,922 1
535,363 3
1.75 254,935 2
0.83 0* 1
SUBTOTALS 1,096,219
SUBTOTAL STAFF 4.58
CAPTAIN ENGINEERS
_MEDICS_ __________
SUPERVISING FIRE MARSHAL (PCN 00140754)
FIRE SAFETY SPECIALIST (PCN 6967)
SUPPORT SERVICES (Fire Cost Allocation Plan)
Administrative/Operational (Schedule A)
Volunteer Program (Schedule B)
Medic Program (Schedule C)
Battalion Chief Support (Schedule D)
ECC Support (Schedule E)
Fleet Support (Schedule F)
Comm/IT Support (Schedule G)
Hazmat Support (Schedule I)
SUPPORT SERVICES SUBTOTAL
537,769 2
806,653 3
470,548 3
1.75 224,070 2
0.83 0* 1
268,884 1
2,307,925
9.58 235,306 each
201,261 each
29,888
16,498
15,853
9,084
39.94 90,857
46.53 3,904.43
ENGINEER
MEDICS_
301,919 1
301,919
per assigned Staff **
Per Entity Allocation
Medic FTE and
per Fire Station Staff
per Call and 30,333
per Fire Suppression Equip
per Call and 35,337
per Call and 11,658
DIRECT CHARGES
FIRE ENGINE USE AGREEMENT 43,350 each engine
COOPERATIVE FIRE ENGINE 20 STAFFING SHARE AGREEMENT (PCA 37129) (*Engine 20 Staffing on separate additional Exhibit "A")
TOTAL STAFF COUNT
TOTAL ESTIMATED CITY BUDGET
2 Fire Stations
5,403 Number of Calls
5.58 Assigned Medic FTE
2 Monitors/Defibs M�
p FY252�l� a6�*o +55
1 of
*
FF II
1,161,622 5
290,405 3
1.25 FFII
MEDICS_
523,538
458,096
TOTALS
0 2,005,312 8
2 1,330,192 5
3 1,464,007 9
1.75 5.25
218,141 2 987,551 9
0.83 0* 1
1,452,027 1,199,775
6.25 5,979 per Defib Basis
per Station
per Station
per Station
5.58 3.74
0* 3
570,804 2
6,357,865
26.99 235,306 1
201,261 1
436,567 29
735,245 24.60
16,498 1
100,418 5.58
245,177 27
276,462
227,143 2.5
322,076
56,539
1,979,556
43,328
43,350 1
936,113
$9,796,780
26.99 Assigned Staff
(3.00) County Funded
0.61 Battalion Chief Allocation
24.60 Total Assigned Staff
27 2 Hazmat Stations
8 Number of Hazmat Calls
SUPPORT SERVICES (Fire
Administrative & Operational
Finance / Accounting
Training
Data Processing
Personnel
Cost Allocation Plan)
Services
Procurement
Public Affairs / Education
Fire Fighting Equip.
Office Supplies/Equip.
Volunteer Program - Support staff, Workers Comp, and Personal Liability Insurance Medic Program - Support staff, Training, Certification, Case Review & Reporting, Monitor/Defibrillator replacement cycle.
Battalion Chief Support - Pooled BC coverage for Cities/Agencies.
Fleet Support - Support staff, automotive costs, vehicle/engine maintenance, fuel costs Emergency Command Center Support - Dispatch services costs Communications / IT Support - Support staff, communications, radio maintenance, computer support functions Facility Support - Facility maintenance staff with associated operating costs.
Hazmat Program - Support staff, operating costs, and vehicle replacement FY 25/26 POSITION SALARIES TOP STEP
425,061 DEPUTY CHIEF
419,310 DIV CHIEF
359,690 BAT CHIEF
305,922 CAPT
342,154 CAPT MEDIC
268,884 ENG
301,919 ENG/MEDIC
232,324 FF II
261,769 FF II/MEDIC
150,349 ADMIN SVCS ANALYST II
126,332 ADMIN SVCS ASST
239,655 DEPUTY FIRE MARSHAL
178,120 EMERGENCY MEDICAL SERVICE SPEC
137,794 EXECUTIVE ASSISTANT II
119,798 FIRE PERMIT TECHNICIAN
140,079 FIRE PREVENTION TECHNICIAN
201,261 FIRE SAFETY SPECIALIST
183,598 FIRE SYSTEMS INSPECTOR
110,917 OFFICE ASSISTANT III
235,306 SUPERVISING FIRE MARSHAL
43,350 FIRE ENGINE
29,888 SRVDEL
16,498 VOL DEL
15,853 MEDIC FTE
5,979 MEDIC MONITORS/DEFIBS REPLACEMENT
9,084 BC SUPPORT
30,333 ECC STATION
39.94 ECC CALLS
90,857 FLEET SUPPORT
35,337 COMM/IT STATION
46.53 COMM/IT CALLS
1,752 FACILITY STATION
409.76 FACILITY FTE
11,658 HAZMAT STATION
3,904.43 HAZMAT CALLS
1,987 HAZMAT VEHICLE REPLACEMENT
*Cost Assumptions:
- All Salaries based on Salary, Pay Differentials, and Operating Expenses Schedule FY 2025-2026 Dated February 6, 2025 - Benefits and Admin Fee based on Staff Benefit Rate Matrix FY 2025-26 dated August 2025 Final - Non -Safety Personnel and Support Services costs based on FY25/26 Cost Allocation Plan.
E
Paget$$ 6*126 rio +55
2of2
BEAUMONT
-C A L I F O R N I A -
February 28, 2025
County of Riverside
Riverside County Fire Chief
210 West San Jacinto Avenue
Perris, CA 92570
County of Riverside,
I hope this letter finds you well. Pursuant to Section IV, Paragraph B of our Cooperative Agreement for fire protection services, the City of Beaumont hereby provides formal notice of its intent to exercise the option to extend the current agreement for an additional one-year term. This extension will continue our partnership through June 30, 2026.
We greatly value the collaborative relationship between the City of Beaumont and the Riverside County Fire Depai liuent. The services provided under this agreement are essential to the safety and well-being of our community. We look forward to maintaining this successful partnership.
Please confirm receipt of this notice and let us know if there are any further steps or documentation required to formalize this extension.
Thank you for your continued dedication and support.
Sincerely,
Elizabeth Gibbs
City Manager
City of Beaumont
City of Beaumont 1550 E. 6th Street, Beaumont, CA 92223 I (951) 769-8520 I BeaumontCA.gov
SUBMITTAL TO THE BOARD OF SUPERVISORS
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA
ITEM: 3.29
(ID # 26067)
MEETING DATE:
Tuesday, October 01, 2024
FROM : FIRE DEPARTMENT
SUBJECT: FIRE DEPARTMENT: Approval and Ratification of the Cooperative Agreement to Provide Fire Protection, Fire Prevention, Rescue and Medical Emergency Services for the City of Beaumont for one (1) year; District 5 [$8,812,628 100% Contract Revenue] RECOMMENDED MOTION: That the Board of Supervisors:
1. Ratify and Approve the attached Cooperative Agreement to Provide Fire Protection, Fire Prevention, Rescue and Medical Emergency Services for the City of Beaumont; and
2. Authorize the Chair of the Board to execute this Cooperative Agreement on behalf of the County; and
3. Authorize the Chief Deputy to negotiate and execute any amendments to the Exhibit "A", Exhibit "C" and Exhibit "D" of this Agreement as approved -as -to -form by County Counsel.
ACTION:
Bill
eiser, ire epert e t C ie�
9/13/2024
MINUTES OF THE BOARD OF SUPERVISORS
On motion of Supervisor Perez, seconded by Supervisor Jeffries and duly carried by unanimous vote, IT WAS ORDERED that the above matter is approved as recommended.
Ayes: Jeffries, Spiegel, Washington, Perez and Gutierrez Nays: None
Absent: None
Date: October 1, 2024
xc: ;1
Kimberly A. Rector
Clerk of�the Board
By:v/ e
Dep)f//
3.29 SUBMITTAL TO THE BOARD OF SUPERVISORS COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA
FINANCIAL DATA
COST
NET COUNTY COST
Current Fiscal Year:
$ 8,812,628
Next Fiscal Year:
$ N/A
Total Cost:
$ 8,812,628
Ongoing Cost
$ N/A
$ N/A
$ N/A
N/A
N/A
SOURCE OF FUNDS: Contract revenue from the City of Beaumont subject to annual cost increase.
C.E.O. RECOMMENDATION: Approve
Budget Adjustment: No
For Fiscal Year: 24/25
BACKGROUND:
Summary
The City of Beaumont desires to continue contracting for Fire Protection Services with the Riverside County Fire Department, and as such, the two agencies have reached an agreement as to the level of service to be provided to the City. The City of Beaumont added Fire Station #106 West Beaumont since the previous signed Agreement in FY21/22. In addition, the Agreement's staffing configuration changed due to the implementation of a 66 —hour work week from CALFIRE. The term of this agreement is July 1, 2024, through June 30, 2025, with an option for the City to extend by an additional year with 120 days' written notice. The total estimated contract revenue will be received to cover the full contract costs of $8,812,628. The revenue is subject to increase and/or decrease based on fiscal year end reconciliation of support services with actual costs to be adjusted on the 4th Quarter Invoice sent out in August following the fiscal year close.
The City of Beaumont approved the Cooperative Agreement during the June 18, 2024, City Council Meeting.
The agreement has been reviewed and approved as to form by County Counsel.
Impact on Residents and Businesses
The City of Beaumont added Fire Station #106 West Beaumont since the previous agreement.
This is additional service for the businesses and residents of the City of Beaumont. The language in the Agreement state that the City may request an increase or decrease of employees or services assigned to the City with one hundred twenty (120) days' written notice to the County. All requests for changes will be evaluated by the designated Chief Officer and/or County Fire Chief to ensure that the levels of service provided to the Community are at or above the minimum standard requirements. Any concerns will be discussed with the City Representative.
SUPPLEMENTAL:
Additional Fiscal Information
This contract has no general fund impact. Fire estimates receiving $8,812,628 for FY24/25.
The estimated contract increase from FY23/24 Cost Estimate is 37.30%. This increase is due to the implementation by CALFIRE of the 66 —hour work week which will take effect November
3.29 SUBMITTAL TO THE BOARD OF SUPERVISORS COUNTY OF RIVERSIDE,
STATE OF CALIFORNIA
2024 and additional staffing to open Fire Station #106; with three (3) Fire Captains, three (3) Fire Apparatus Engineers and three (3) Firefighter II Paramedics. Contract revenue from the City of Beaumont is subject to annual cost increase.
Contract History and Price Reasonableness
The City of Beaumont has been contracting for Riverside County Fire Service since 1978. The estimated contract increase from FY23/24 Cost Estimate is 37.30%. This increase is due to the implementation by CALFIRE of the 66 —hour work week which will take effect November 2024 and additional staffing to open Fire Station #106; with three (3) Fire Captains, three (3) Fire Apparatus Engineers and three (3) Firefighter II Paramedics. Contract revenue from the City of Beaumont is subject to annual cost increase. The current contract with the City of Beaumont was approved by the Board of Supervisors on June 29, 2021, Item #3.29. rton, Chief Deputy County Fire 9/13/2024
6r6I '.N.(JiP9r064efe,ebecca S Cortez, Princip agement An R 9/23/2024
G
ASST COUNTY COU 9/18/2024
SEL
3.29 A COOPERATIVE AGREEMENT
TO PROVIDE FIRE PROTECTION, FIRE PREVENTION, RESCUE, FIRE MARSHAL
AND MEDICAL EMERGENCY SERVICES FOR THE CITY OF BEAUMONT THIS AGREEMENT ("Agreement"), made and entered into this D day of , 2024, by and between the County of Riverside, a political subdivision of the State of California, on behalf of the Fire Department (hereinafter referred to as "COUNTY") and the City of Beaumont, a municipal corporation (hereinafter referred to as "CITY"), whereby it is agreed as follows:
SECTION I: PURPOSE
The purpose of this Agreement is to arrange for COUNTY, through its Cooperative Fire Programs Fire Protection Reimbursement Agreement ("CAL FIRE Agreement") with the California Department of Forestry and Fire Protection ("CAL FIRE") to provide CITY with fire protection, hazardous materials mitigation, technical rescue response, fire marshal, medical emergency services, and public service assists (hereinafter called "Fire Services"). This Agreement is entered into pursuant to the authority granted by Government Code section 55600 et seq., and will provide a unified, integrated, cooperative, regional fire protection system. COUNTY's ability to perform under this Agreement is subject to the terms and conditions of the CAL FIRE Agreement.
SECTION II: DESIGNATION OF FIRE CHIEF
A. The County Fire Chief appointed by the County Board of Supervisors, or his/her designee (hereinafter referred to as "Chief"), shall represent COUNTY and CITY during the period of this Agreement, and Chief shall, under the supervision and direction of the County Board of Supervisors, have charge of the organization described in Exhibit "A," attached hereto and made a part hereof, for the purpose of providing Fire Services as deemed necessary to satisfy the needs of both the COUNTY and CITY, except upon those lands wherein other agencies of government have responsibility for the same or similar Fire Services.
B. The COUNTY will assign an existing Chief Officer as the Fire Department Liaison ("Fire Liaison"). The Chief may delegate certain authority to the Fire Liaison, as the Chief's duly authorized designee and the Fire Liaison shall be responsible for directing the Fire Services provided to CITY as set forth in Exhibit "A." C. The Chief Deputy County Fire shall be the COUNTY Contract Administrator and is the liaison for the administration of this agreement.
D. COUNTY will be allowed flexibility in the assignment of available personnel and equipment in order to provide the Fire Services as agreed upon herein. This flexibility shall include staffing challenges. The CITY shall be notified of any changes in classifications provided that differ from the Exhibit "A" Cooperative Fire Agreement
City of Beaumont
July 1, 2024 to June 30, 2025
OCT 0 1 2024 3G2 1 Page 1103 of 1155
SECTION III: PAYMENT FOR SERVICES
A. CITY shall annually appropriate a fiscal year budget to support the Fire Services designated at a level of service mutually agreed upon by both parties and as set forth in Exhibit "A" for the term of this Agreement. This Exhibit may be amended in writing by mutual agreement by both parties or when a CITY requested increase or reduction in services is approved by COUNTY.
B. COUNTY provides fire personnel and services through its CAL FIRE Agreement. In the event CITY desires an increase or decrease in CAL FIRE or COUNTY civil service employees or services assigned to CITY as provided for in Exhibit "A," CITY shall provide one hundred twenty (120) days' written notice of the proposed requested increase or decrease. Proper notification shall include the following: (1) The total amount of increase or decrease; (2) The effective date of the increase or decrease; (3) The number of employees, by classification, affected by the proposed increase or decrease; and (4) the date the Notice is sent to COUNTY. If such notice is not provided, CITY shall reimburse COUNTY for relocation costs incurred by COUNTY because of the increase or decrease, in addition to any other remedies available resulting from the increase or decrease in services. COUNTY is under no obligation to approve any requested increase or decrease, and it is expressly understood by the parties that in no event will COUNTY authorize or approve CITY's request to reduce services below the COUNTY Board of Supervisors approved staffing level for any fire station, or to reduce services to the extent that the services provided under this Agreement are borne by other jurisdictions.
COUNTY shall render a written decision on whether to allow or deny the increase or decrease within thirty (30) days of the notice provided pursuant to this section.
C. CITY shall pay COUNTY actual costs for Fire Services pursuant to this Agreement. COUNTY shall make a claim to CITY for the actual cost of contracted services, pursuant to Exhibit "A," on a quarterly basis. The COUNTY is mandated per Government Code section 51350 for full cost recovery. CITY shall pay each claim, in full, within thirty (30) days after receipt thereof.
D. Any changes to the salaries or expenses set forth in Exhibit "A" made necessary by action of the Legislature, CAL FIRE, or any other public agency with authority to direct changes in the level of salaries or expenses, shall be paid from the funds represented as set forth in Exhibit "A." The CITY is obligated to expend or appropriate any sum in excess of Exhibit "A" increased by action of the Legislature, CAL FIRE, or any other public agency with authority to direct changes. If within thirty (30) days after notice, in writing, from COUNTY to CITY that the actual cost of maintaining the services specified in Exhibit "A" as a result of action by the Legislature, CAL FIRE, or other public agency will exceed the total amount specified therein, and CITY has not agreed to make available the necessary additional funds, COUNTY shall have the right to unilaterally reduce the services furnished under this Agreement by an appropriate amount and shall promptly notify CITY, in writing, specifying the services to be reduced.
Any COUNTY or CAL FIRE personnel reduction resulting solely due to an increase in employee salaries or expenses occurring after signing this Agreement and set forth in Cooperative Fire Agreement
City of Beaumont
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Exhibit "A" that CITY does not agree to fund, as described above, shall not be subject to relocation expense reimbursement by CITY. If CITY desires to add funds to the total included herein to cover the cost of increased salaries or services necessitated by actions described in this paragraph, such increase shall be accomplished by an additional appropriation by the City Council of CITY, and an amendment to Exhibits "A" and "C" approved by the parties hereto.
E. Chief Deputy County Fire, as the COUNTY Contract Administrator, may be authorized to negotiate and execute any amendments to Exhibit "A" or Exhibit "C" of this Agreement on behalf of COUNTY as authorized by the Board of Supervisors. CITY shall designate a "Contract Administrator" who shall, under the supervision and direction of CITY, be authorized to execute amendments to Exhibit "A" or "C" on behalf of CITY.
F. N/A [ ] (Check only if applicable, and please initial to acknowledge) Additional terms as set forth in the attached Exhibit "B" are incorporated herein and shall additionally apply to this agreement regarding payment of services.
G. y4 ( x ] (Check only if applicable, and please initial to acknowledge) Additional terms as set forth in the attached Exhibit "C" are incorporated herein and shall additionally apply to this agreement regarding payment for the Fire Engine Use Agreement.
H. x ] (Check only if applicable, and please initial to acknowledge) Additional terms as set rth in the attached Exhibit "D" are incorporated herein and shall additionally apply to this agreement regarding payment for Fire Marshall Services.
I. Notwithstanding Paragraph G, as it relates to the Fire Engine Use Agreement, if applicable, additional terms as set forth are incorporated herein and shall additionally apply to this Agreement regarding payment of services. In the event that a fire engine, owned and maintained by the CITY has a catastrophic failure or is requested by the CITY, the COUNTY Fire Chief or Chief Deputy County Fire may allow use of a COUNTY fire engine, free of charge up to one hundred twenty (120) days. After the initial one hundred twenty (120) days, a rental fee will be applied to the CITY invoice for use of said COUNTY fire engine. The rental fee shall be Two Thousand Two Hundred Eighty - Five Dollars ($2,285) per day, or Fifteen Thousand Nine Hundred Ninety -Five Dollars ($15,995) per week, not including equipment.
J. Notwithstanding Paragraph H, as it relates to Fire Marshal services, if applicable, additional terms as set forth are incorporated herein and shall additionally apply to this agreement regarding Fire Marshal services. In the event the CITY elects not to use Fire Marshal services outlined in Paragraph H (Exhibit "D"), the services must be provided by the COUNTY Office of the Fire Marshal pursuant to Health and Safety Code sections 13145 and 13146 and at a cost to the developer as outlined in COUNTY Ordinance No. 671 (Establishing Consolidated Fees For Land Use and Related Functions). Any services not provided for under Ordinance No. 671 will be at a cost to the CITY based upon the COUNTY -approved productive hourly rate for cost recovery.
Cooperative Fire Agreement
City of Beaumont
July 1, 2024 to June 30, 2025
K. In the event that a COUNTY owned squad, patrol (Type VI), or light vehicle is requested by the CITY for temporary operational use, the COUNTY Fire Chief or Chief Deputy County Fire may allow use of a COUNTY squad, patrol (Type VI), or light vehicle, free of charge up to one hundred twenty (120) days. After the initial one hundred twenty (120) days, a rental fee will be applied to the CITY invoice for use of said COUNTY squad, patrol (Type VI) or light vehicle as follows.
1. The squad rental fee shall be Fifty-two Dollars ($52) per day; or Three Hundred Sixty-two Dollars ($362) per week, not including equipment or fuel.
2. The patrol rental fee shall be Sixty-seven Dollars ($67) per day; or Four Hundred Seventy-one Dollars ($471) per week, not including equipment or fuel.
3. The light vehicle rental fee shall be Twenty-nine Dollars ($29) per day; or Two Hundred Four Dollars ($204) per week, not including equipment or fuel.
SECTION IV: INITIAL TERM AND AMENDMENT
A. The term of this Agreement shall be from July 1, 2024, to June 30, 2025.
B. CITY shall have an option, in its sole discretion, to extend this Agreement for a one-year term ending June 30, 2026. In the event CITY elects to exercise this option to extend the term of this Agreement by one year, it shall provide COUNTY written notice 120 days prior to June 30, 2025.
SECTION V: TERMINATION
During the term of this Agreement, this Agreement may only be terminated by the voters of either the COUNTY or the CITY pursuant to Government Code section 55603.5.
SECTION VI: COOPERATIVE OPERATIONS
All Fire Services contemplated under this Agreement shall be performed by both parties to this Agreement working as one unit; therefore, personnel and/or equipment belonging to either CITY or COUNTY may be temporarily dispatched elsewhere from time to time for mutual aid.
SECTION VII: MUTUAL AID
Pursuant to Health and Safety Code Sections 13050 et seq., when rendering mutual aid or assistance, COUNTY may, at the request of CITY, demand payment of charges and seek reimbursement of CITY costs for personnel, equipment use, and operating expenses as funded herein, under authority given by Health and Safety Code sections 13051 and 13054. COUNTY, in seeking said reimbursement pursuant to such request of CITY, shall represent the CITY by following the procedures set forth in Health Cooperative Fire Agreement
City of Beaumont
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and Safety Code Section 13052. Any recovery of CITY costs, less actual expenses, shall be paid to the CITY.
In all such instances, COUNTY shall give timely notice of the possible application of Health and Safety Code sections 13051 and 13054 to the officer designated by CITY.
SECTION VIII: SUPPRESSION COST RECOVERY
As provided in Health and Safety Code section 13009, County Ordinance No. 787.10, Section 5.D.2., and California Fire Code, COUNTY may bring an action for collection of suppression costs of any fire caused by negligence, violation of law, or failure to correct noticed fire safety violations. Additionally, COUNTY may bring action for collection to any person who negligently, intentionally or in violation of law causes an emergency response, including, but not limited to, a traffic accident, spill of toxic or flammable fluids or chemicals is liable for the costs of securing such emergency, including those costs pursuant to Government Code section 53150 et seq. as may be amended from time to time. When using CITY equipment and personnel under the terms of this Agreement, COUNTY may bring such actions for collection of costs incurred by CITY and the COUNTY. In such a case CITY appoints and designates COUNTY as its agent in said collection proceedings. In the event of recovery, COUNTY shall apportion the recovered amount via the annual Cost Allocation Plan. This recovery does not include CITY resources outside of this Cooperative Agreement. Those resources would require the CITY to obtain cost recovery directly.
In all such instances, COUNTY shall give timely notice of the possible application of Health and Safety Code section 13009 to the officer designated by CITY.
SECTION IX: PROPERTY ACCOUNTING
All personal property provided by CITY and by COUNTY for the purpose of providing Fire Services under the terms of this Agreement shall be marked and accounted for in such a manner as to conform to the standard operating procedure established by the COUNTY for the segregation, care, and use of the respective property of each.
SECTION X: FACILITY
CITY shall provide Fire Station(s), strategically located to provide standard response time within the City of Beaumont from which fire operations shall be conducted.
If the Fire Station(s) are owned by the CITY, the CITY shall maintain the facilities at CITY's cost and expense. In the event CITY requests COUNTY in writing to undertake repairs or maintenance costs or services, the costs and expenses of such repairs or maintenance shall be reimbursed to COUNTY through the Support Services Cost Allocation, or as a direct Invoice to the CITY.
Cooperative Fire Agreement
City of Beaumont
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SECTION XI: INDEMNIFICATION AND HOLD HARMLESS
To the fullest extent permitted by applicable law, COUNTY shall and does agree to indemnify, protect, defend and hold harmless CITY, its agencies, districts, special districts and departments, their respective directors, officers, elected and appointed officials, employees, agents and representatives (collectively, "Indemnitees") for, from and against any and all liabilities, claims, damages, losses, liens, causes of action, suits, awards, judgments and expenses, attorney and/or consultant fees and costs, taxable or otherwise, of any nature, kind or description of any person or entity, directly or indirectly arising out of, caused by, or resulting from (1) the Services performed hereunder by COUNTY, or any part thereof, (2) the Agreement, including any approved amendments or modifications, or (3) any negligent act or omission of COUNTY, its officers, employees, subcontractors, agents, or representatives (collectively, "Liabilities"). Notwithstanding the foregoing, the only Liabilities with respect to which COUNTY's obligation to indemnify, including the cost to defend, the Indemnitees does not apply is with respect to Liabilities resulting from the negligence or willful misconduct of an Indemnitee, or to the extent such claims do not arise out of, pertain to or relate to the Scope of Work in the Agreement.
To the fullest extent permitted by applicable law, CITY shall and does agree to indemnify, protect, defend and hold harmless COUNTY, its agencies, departments, directors, officers, agents, Board of Supervisors, elected and appointed officials and representatives (collectively, "Indemnitees") for, from and against any and all liabilities, claims, damages, losses, liens, causes of action, suits, awards, judgments and expenses, attorney and/or consultant fees and costs, taxable or otherwise, of any nature, kind or description of any person or entity, directly or indirectly arising out of, caused by, or resulting from (1) the services performed hereunder, by CITY, or any part thereof, (2) the Agreement, including any approved amendments or modifications, or (3) any negligent act or omission of CITY its officers, employees, subcontractors, agents, or representatives (collectively, "Liabilities"). Notwithstanding the foregoing, the only Liabilities with respect to which CITY's obligation to indemnify, including the cost to defend, the Indemnitees does not apply is with respect to Liabilities resulting from the negligence or willful misconduct of an Indemnitee, or to the extent such claims do not arise out of, pertain to or relate to the Scope of Work in the Agreement.
SECTION XII: AUDIT
A. COUNTY and CITY agree that their designated representative shall have the right to review and to copy any records and supporting documentation of the other party hereto, pertaining to the performance of this Agreement. COUNTY and CITY agree to maintain such records for possible audit for a minimum of three (3) years after final payment, unless a longer period of records retention is stipulated or as required by law, and to allow the auditor(s) of the other party access to such records during normal business hours COUNTY and CITY agree to a similar right to audit records in any subcontract related to performance of this Agreement. (Gov. Code, § 8546.7.) B. Each party shall bear their own costs in performing a requested audit.
Cooperative Fire Agreement
City of Beaumont
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SECTION XIII: DISPUTES
CITY shall select and appoint a "Contract Administrator" who shall, under the supervision and direction of CITY, be available for contract resolution or policy intervention with COUNTY, when, upon determination by the Chief or County Contract Administrator that a situation exists under this Agreement in which a decision to serve the interest of CITY has the potential to conflict with COUNTY interest or policy. Any dispute concerning a question of fact arising under the terms of this Agreement which is not disposed of within a reasonable period of time by the CITY and COUNTY employees normally responsible for the administration of this Agreement shall be brought to the attention of the Chief Executive Officer (or designated representative) of each organization for joint resolution. For purposes of this provision, a "reasonable period of time" shall be ten (10) calendar days or less. CITY and COUNTY agree to continue with the responsibilities under this Agreement during any dispute. Disputes that are not resolved informally by and between CITY and COUNTY representatives may be resolved, by mutual agreement of the parties, through mediation. Such mediator will be jointly selected by the parties. The costs associated with mediator shall be shared equally among the participating parties. If the mediation does not resolve the issue(s), or if the parties cannot agree to mediation, the parties reserve the right to seek remedies as provided by law or in equity. The parties agree, pursuant to Battaglia Enterprises v.
Superior Court (2013) 215 Cal.App.4th 309, that each of the parties are sophisticated and negotiated this agreement and this venue at arm's length. Pursuant to this Agreement, the parties agree that venue for litigation shall be in the Superior Court of Riverside County. Should any party attempt to defeat this section and challenge venue in Superior Court, the party challenging venue stipulates to request the Court change venue to San Bernardino County and shall not ask for venue in any other County.
Any claims or causes of actions, whether they arise out of unresolved disputes as specified in this Section or claims by third parties that are made against the COUNTY, shall be submitted to the Office of the Clerk of the Board for the County of Riverside in a timely manner. For claims that involve CAL FIRE employees, the claims shall be submitted to State of California Office of Risk and Insurance Management Department of General Services directly for processing.
SECTION XIV: ATTORNEYS' FEES
If CITY fails to remit payments for services rendered pursuant to any provision of this Agreement, COUNTY may seek recovery of fees through litigation, in addition to all other remedies available.
In the event of litigation between COUNTY and CITY to enforce any of the provisions of this Agreement or any right of either party hereto, the unsuccessful party to such litigation agrees to pay the prevailing party's costs and expenses, including reasonable attorneys' fees, all of which shall be included in and as a part of the judgment rendered in such litigation.
Cooperative Fire Agreement
City of Beaumont
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SECTION XV: DELIVERY OF NOTICES
Any notices to be served pursuant to this Agreement shall be considered delivered when deposited in the United States mail and addressed to:
COUNTY OF RIVERSIDE
Riverside County Fire Chief
210 West San Jacinto Avenue
Perris, CA 92570
CITY OF BEAUMONT
City Manager
550 East Sixth Street
Beaumont, CA 92223
Provisions of this section do not preclude any written notices being delivered in person to the addresses shown above. Delivery in person shall constitute service hereunder, effective when such service is made.
SECTION XVI: PUBLIC RECORDS ACT REQUESTS
The parties understand and acknowledge that, as public agencies, COUNTY and CITY are required to comply with the Public Records Act ("PRA," Gov. Code, § 7920 et seq.), which provides for the right of access to public records and other information in the event of the receipt of a qualifying request under the PRA. The parties understand and acknowledge that such compliance may require disclosure of all relevant, non-exempt documents that fall within the scope of a qualifying request under the PRA, including documents received from and/or concerning the other party to this Agreement.
SECTION XVII: ELECTRONIC SIGNATURE
This agreement may be executed in any number of counterparts, each of which will be an original, but all of which together will constitute one instrument. Each party of this agreement agrees to the use of electronic signatures, such as digital signatures that meet the requirements of the California Uniform Electronic Transaction Act (("CUETA") Civ. Code, §§ 1633.1 to 1633.17), for executing this agreement. The parties further agree that the electronic signatures of the parties included in this agreement are intended to authenticate this writing and to have the same force and effect as manual signatures.
Electronic signature means an electronic sound, symbol, or process attached to or logically associated with an electronic record and executed or adopted by a person with the intent to sign the electronic record pursuant to the CUETA as amended from time to time. The CUETA authorizes use of an electronic signature for transactions and contracts among parties in California, including a government agency. Digital signature means an electronic identifier, created by computer, intended by the party using it to have the same force and effect as the use of a manual signature, and shall be reasonably relied upon by the parties. For purposes of this section, a digital signature is a type of "electronic signature" as defined in subdivision (i) of Section 1633.2 of the Civil Code.
Cooperative Fire Agreement
City of Beaumont
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SECTION XVIII: ENTIRE CONTRACT
This Agreement contains the whole contract between the parties for the provision of Fire Services. It may be amended or modified upon the mutual written consent of the parties hereto where in accordance with applicable state law. This Agreement does NOT supplement other specific agreements entered into by both parties for equipment or facilities, and excepting those equipment or facilities agreements, this Agreement cancels and supersedes any previous agreement for the same or similar services. [Signature Provisions on following page]
Cooperative Fire Agreement
City of Beaumont
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IN WITNESS, WHEREOF, the duly authorized officials of the parties hereto have, in their respective capacities, set their hands as of the date first hereinabove written.
CITY OF BEAUMONT
Dated: Ap1il... /& . ZWZ`{
ATTEST:
By:
Micolt hX+ttl.url1htEir&fty Clerks
oatea J /I /2o2q
ATTEST:
KIMBERLY A. RECTOR
Clerk of the Board
B
By:
APPROVED AS TO FORM:
By:
f1
Jo)ati inkney, Cit ,Ptftorney
COUNTY OF RIVERSIDE, a political
subdivision of the State of California
r1 /�`
By:
rs
Chair, Board of Supervis
CHUCK WASHINGTON
APPROVED AS TO FORM:
MINH C. TRAN,
County Counsel
By: •�i�.
MELISSA R. CUSHMAN
Deputy County Counsel
Contract CitieslCOOPERATIVE AGREEMENTITEMPLATEICOOPERATIVE AGREEMENTSIDRAFTSITEMPLATE COOPERATIVE AGREEMENT DRAFT 20240101. docx Cooperative Fire Agreement
City of Beaumont
July 1, 2024 to June 30, 2025
010 1 2024 3132q
EXHIBIT "A"
TO THE COOPERATIVE AGREEMENT TO PROVIDE
FIRE PREVENTION, RESCUE, FIRE MARSHAL AND
MEDICAL EMERGENCY FOR THE CITY OF BEAUMONT
DATED JUNE 13, 2024 FOR FY2024/2025
*See notation below for estimate assumptions
STA #66
Medic Engine
Medic Squad
STA #106
Medic Engine
66 —HR Workweek
CAPTAINS
269,261 1
807,784 3
SUBTOTALS 1,077,046
SUBTOTAL STAFF 4
CAPTAIN ENGINEER
ENGINEERS
MEDICS _ _ _ MEDICS_
FIRE SAFETY SUPERVISOR (PCN 00140754)
FIRE SAFETY SPECIALIST (PCN 00006967)
237,365 1
474,731 2
712,096 3
237,365 1
1,661,557
7 SUPPORT SERVICES ESTIMATE (Fire Cost Allocation Plan) Administrative/Operational (Schedule A)
Volunteer Program (Schedule B)
Medic Program (Schedule C)
Battalion Chief Support (Schedule D)
ECC Support (Schedule E)
Fleet Support (Schedule F)
Comm/IT Support (Schedule G)
Hazmat Support (Schedule I)
SUPPORT SERVICES ESTIMATE SUBTOTAL
26,620
9,914
13,898
7,655
36.51 81,675
38.08 3,151.42
FF II
FFII
_ MEDICS
TOTALS
267,899 1 615,191 3 466,528 2 1,856,244 8
267,899 1 466,528 2 1,209,158 5
267,899 1
803,696 615,191
3 3
205,757 each
183,114 each
per assigned Staff **
Per Entity Allocation
Medic FTE and 2,720
per Fire Station Staff
per Call and 26,489
per Fire Suppression Equip
per Call and 27,633
per Call and 11,857
DIRECT CHARGES
FIRE ENGINE USE AGREEMENT 36,250 each engine
COOPERATIVE FIRE ENGINE 20 STAFFING SHARE AGREEMENT (PCA 37129) (*Engine 20 Staffing on separate additional Exhibit "A")
TOTAL STAFF COUNT
TOTAL ESTIMATED CITY BUDGET
2 Fire Stations
4,889 Number of Calls
10 Assigned Medic FTE
3 Monitors/Defibs
2 Hazmat Stations
5 Number of Hazmat Calls
SUPPORT SERVICES (Fire Cost Allocation
Administrative & Operational Services
Finance / Accounting
Training
Data Processing
Personnel
Plan)
Procurement
Public Affairs / Education
Fire Fighting Equip.
Office Supplies/Equip.
**
699,793 3 2,219,673 9
1,632,849
7 per Defib Basis
per Station
per Station
per Station
505,264 2
5,790,339
24 205,757 1
183,114 1
388,871 26
652,713 24.52
9,914 1
147,137 10
183,708 24
231,469
204,188 2.5
241,456
63,289
1,733,873
36,386
36,250 1
826,908
$8,812,628
24.0 Assigned Staff
0.52 Battalion Chief Allocation
24.52 Total Assigned Staff
24 FY24/25 ESTIMATE
Page' M g&ad/Jf 5
1of2
SUPPORT SERVICES (Fire Cost Allocation Plan) cont.
Volunteer Program - Support staff, Workers Comp, and Personal Liability Insurance Medic Program - Support staff, Training, Certification, Case Review & Reporting, Monitor/ Defibrillator replacement cycle.
Battalion Chief Support - Pooled BC coverage for Cities/Agencies that do not include BC staffing as part of their contracted services.
Fleet Support - Support staff, automotive costs, vehicle/engine maintenance, fuel costs Emergency Command Center Support - Dispatch services costs Communications / IT Support - Support staff, communications, radio maintenance, computer support functions
Facility Support - Facility maintenance staff with associated operating costs.
Hazmat Program - Support staff, operating costs, and vehicle replacement FY 24/25 POSITION SALARIES TOP STEP
381,708 DEPUTY CHIEF
376,698 DIV CHIEF
315,635 BAT CHIEF
269,261 CAPT
302,696 CAPT MEDIC
237,365 ENG
267,899 ENG/MEDIC
205,064 FF II
233,264 FF II/MEDIC
144,534 ADMIN SVCS ANALYST II
110,278 ADMIN SVCS ASST
210,212 DEPUTY FIRE MARSHAL
145,731 EMERGENCY MEDICAL SERVICE SPEC
114,663 EXECUTIVE ASSISTANT II
205,757 FIRE SAFETY SUPERVISOR
183,114 FIRE SAFETY SPECIALIST
159,587 FIRE SYSTEMS INSPECTOR
96,537 OFFICE ASSISTANT I I I
36,250
26,620
9,914
13,898
2,720
7,655
26,489
36.51 81,675
27,633
38.08 1,777
427.33
11,857
3,151.42
2,087
FIRE ENGINE
SRVDEL
VOL DEL
MEDIC FTE
MEDIC MONITORS/DEFIBS REPLACEMENT
BC SUPPORT
ECC STATION
ECC CALLS
FLEET SUPPORT
COMM/IT STATION
COMM/IT CALLS
FACILITY STATION
FACILITY FTE
HAZMAT STATION
HAZMAT CALLS
HAZMAT VEHICLE REPLACEMENT
*Cost Assumptions:
- All Salaries based on PRELIM Salary, Pay Differentials, and Operating Expenses Schedule FY 2024-2025 Dated February 14, 2024 - Benefits and Admin Fee based on Staff Benefit Rate Matrix FY 2024-25 dated January 2024 Preliminary - Non -Safety Staff based on FY24/25 estimates and Support Services from previous FY23/24 with 5% increase.
FY 24/25 DIRECT BILL ACCOUNT CODE
520230
520300
520320
520800
520805
520815
520830
520840
520845
521380
521440
521540
521600
521660
521680
Cellular Phone
Pager Service
Telephone Service
Household Expense
Appliances
Cleaning and Custodial Supp
Laundry Services
Household Furnishings
Trash
Maint-Copier Machines
Maint-Kitchen Equipment
Maint-Office Equipment
Maint-Service Contracts
Maint-Telephone
Maint-Underground Tanks
522310 Maint-Building and
522360 Maint-Exterminatioi
522860 Medical -Dental Sul
522870 Other Medical Care
522890 Pharmaceuticals
523220 Licenses And Perry
523680 Office Equip Non F
526700 Rent -Lease Bldgs
526940 Locks/Keys
527280 Awards/Recognitioi
529500 Electricity
529510 Heating Fuel
529550 Water
537240 Interfnd Exp-Utilitie
542060 Improvements-Buil
FY24/25 ESTIMATE
Paw M@c447(14755
2 of 2
EXHIBIT "C"
TO THE COOPERATIVE AGREEMENT
TO PROVIDE FIRE PROTECTION, FIRE PREVENTION, RESCUE, FIRE MARSHAL
AND MEDICAL EMERGENCY SERVICES FOR THE CITY OF BEAUMONT DATED JULY 1, 2024
PAYMENT FOR SERVICES
ADDITIONAL SERVICES
FIRE ENGINE USE AGREEMENT
Station 66
Engine E66 , RCO No. 16-848 (VIN: 4S7CT2D95HC081448)
The Fire Engine Use Agreement is utilized in the event that a fire engine(s) which was initially purchased by the CITY, and then the CITY elects to have the COUNTY take responsibility of said fire engine(s). The Fire Engine Use Agreement guarantees the CITY the use of this fire engine(s), the COUNTY network of equipment, and resources of the COUNTY.
This fire engine(s) shall be used as an integrated unit for Fire Services as set forth in this Cooperative Agreement between the COUNTY and CITY and shall be stationed primarily in the CITY. The change in ownership of the fire engine does not waive or supersede any responsibilities of the CITY pursuant to this agreement. This exhibit is strictly to further detail for the CITY, the responsibilities and costs associated within the Cooperative Agreement between the COUNTY and CITY; therefore, the Fire Engine Use Agreement is inseparable.
The CITY will have the option of transferring title of said fire engine(s) to the COUNTY. If the CITY transfers title of said fire engine(s) to the County, the County will take ownership of the said fire engine(s), and the County will maintain insurance on said fire engine(s). If the CITY opts to maintain ownership and title of said fire engine(s), the CITY will maintain insurance on said fire engine(s). Proof of Insurance is to be provided to the COUNTY.
The COUNTY will ensure a working fire engine(s) is available for the CITY at all times under this agreement. All capital improvements and/or betterments to the fire engine(s) listed above, will be the responsibility and paid for by the owner of said fire engine(s). All other maintenance and repairs to the fire engine(s) listed above, will be the responsibility and paid for by the COUNTY under this Agreement.
FY24/25 Exhibit "C"
CITY OF BEAUMONT
Jul 1, 2024 — June 30, 2025
Pageiade1 61f21155
When the Riverside County Fire Department Fleet personnel determine the fire engine(s) listed above is due for replacement, the COUNTY will purchase a new fire engine(s); and, the owner of the old fire engine(s) may survey said fire engine(s) or reallocate as a second roll response fire engine.
The annual cost for this service is calculated at 1/20 of the replacement cost. The current replacement cost is $725,000. If this Agreement is entered into mid- year, the annual cost will be prorated accordingly. Replacement cost is subject to change based on current Type I Fire Engine cost. See each respective fiscal year's Exhibit "A" for current Fire Engine Use Agreement costs.
The CITY may opt out of this Agreement at any time in writing and the costs will be prorated accordingly by fiscal year. No refunds will be provided for any prior payments. If the fire engine(s) have been titled to the COUNTY and the fire engine(s) are still within their useful life cycle, the ownership will not revert back to the CITY unless the entire Cooperative Agreement is terminated.
FY24/25 Exhibit "C"
CITY OF BEAUMONT
JulT 1, 2024 — June 30, 2025
Pageiade1 6 gf21155
EXHIBIT "D"
TO THE COOPERATIVE AGREEMENT
TO PROVIDE FIRE PROTECTION, FIRE PREVENTION, FIRE MARSHAL, RESCUE
AND MEDICAL EMERGENCY SERVICES FOR THE CITY OF BEAUMONT DATED JULY 1, 2024
PAYMENT FOR ADDITIONAL SERVICES
OFFICE OF THE FIRE MARSHAL AGREEMENT
The Fire Marshal Agreement is utilized in the event a CITY elects to fund locally direct COUNTY Fire Marshal personnel at the CITY to perform the duties of the Office of the Fire Marshal. These duties include:
For conformance with applicable laws, codes and regulations concerning fire protection and life safety -
• Review Planning and Development Cases for the CITY
• Review and inspection of construction development for the CITY • State mandated Fire/Life Safety Inspections in accordance with Health and Safety Code 13146.1, 13146.2, 13146.3, 13217 and 13235
• Review, Permitting and Inspection of Special Events
• Investigation of fire safety complaints
• Meeting with development applicants and customers
Administrative activities -
• Creation and maintenance of forms for review and inspection of construction development and fire/life safety inspections.
• Provide information to customers on CITY Ordinances and Standards for construction
• Creation and maintenance of Information Bulletins, Technical Policies and Standards for Fire Protection in the CITY
• Provide recommendations on updating CITY Ordinances and Standards in regards to fire/life safety
In the event CITY desires an increase in the Office of the Fire Marshal duties services provides, CITY shall provide sixty (60) days written notice of the proposed increase in services. COUNTY is under no obligation to approve any requested increase.
COUNTY shall render a written decision on whether to allow or deny the increase within thirty (30) days of the notice provided pursuant to this section.
It is the CITY responsibility to provide funding for all direct operating supplies for each position in accordance with COUNTY requirements and/or standards. These supplies include, but are not limited to:
• Vehicle and regular maintenance
• Training
Exhibit "D"
CITY OF BEAUMONT
July 1, 2024 — June 30, 2025
• Office space, furniture, Code & Standard reference books, and general & field supplies
• All IT and Communication tools (such as cell phone, computer, etc.) • Uniform costs
All costs including salaries and benefits will be included in each quarterly invoice as outlined in the Cooperative Agreement.
The CITY may opt out of this Agreement and eliminate funding for locally direct COUNTY Fire Marshal personnel at the CITY in writing with a minimum notice of one hundred and twenty (120) days. The costs will be prorated accordingly by services provided and fiscal year.
It is the responsibility of the CITY to obtain cost recovery for the Fire Marshal services provided by these personnel for the CITY.
F:Idata\RRU County FinancelContract CitieslEXHIBIT D - Fire Marshal Services\FY 2024-20251Exhibit D - Beaumont 20240701.docx Exhibit "D"
CITY OF BEAUMONT
July 1, 2024 — June 30, 2025
BEAUMONTA O R N -
Staff Report
TO: Honorable Mayor and Members of the City Council
FROM: Gustavo J. Romo, Interim City Manager
BY: Darron Usher, Principal Management Analyst
DATE: April 7, 2026
SUBJECT: Consent to Sublease — Verizon Wireless (Vertical Bridge) to T -Mobile at Palmer Lift Station
Description: This item is to provide consent to Vertical Bridge on behalf of Verizon, to sublease to T -Mobile on the cell tower located at 11250 Palmer Avenue, Beaumont, CA 92223.
Background and Analysis:
The City of Beaumont is the property owner and landlord of a communications facility located at 11250 Palmer Avenue (Palmer Lift Station). Verizon Wireless, represented by Vertical Bridge, is the current tenant under a Land Lease Agreement dated November 16, 2017.
On January 16, 2026, Verizon formally requested the City's consent to sublease a portion of its leased space within the existing communications facility and/or tower to T - Mobile West, LLC. The existing lease agreement between the City and Verizon permits subleasing, subject to the City's approval. However, the lease also limits the City's discretion, requiring that such approval not be unreasonably withheld or denied without reasonable cause.
The proposed sublease would allow T -Mobile to co -locate equipment within the existing facility. Co -location of wireless providers is a common industry practice that:
• Maximizes the use of existing infrastructure,
• Minimizes the need for additional towers or facilities, • Supports improved wireless coverage and service reliability within the City.
Based on staff review, the proposed sublease is consistent with the terms of the lease agreement and does not introduce any known operational, land use, or safety concerns.
The request is administrative in nature and does not modify the City's ownership, lease structure, or primary tenant obligations, and, furthermore, does not extend beyond the footprint of the existing lease. Otherwise, the City would have the right to re -negotiate.
Given the lease language and absence of reasonable cause for denial, the City is obligated to act in good faith in considering this request.
Fiscal Impact:
The estimated cost of preparing this staff report is $400.
There is no direct fiscal impact associated with approving the sublease.
The City will continue to receive lease revenue under the existing agreement with Verizon Wireless. Any financial arrangements between Verizon and T -Mobile are separate and do not impact the City's revenue stream.
Recommended Action:
Approve Verizon Wireless' request, represented by Vertical Bridge, to sublease space at the Palmer Lift Station communications facility to T -Mobile West, LLC, and; Authorize the Mayor to execute the Consent to Sublease letter.
Attachments:
A. Sublease Letter
B. Verizon Tower Lease Agreement (US -CA -7666)
Docusign Envelope ID: 3A983CE2-B0EB-48F9-A4B8-75F8B04106C1 vertkcalbridhe
Sent Via FedEx:887973520797
City of Beaumont
550 E. 6th Street
Beaumont, California, 92223
Re: Consent to Sublease
VB Site ID: US -CA -7666
VB Site Name: Bolo
Site Address: 11250 Palmer Avenue, Beaumont CA, 92223
Dear City of Beaumont:
VB Acquisitions, LLC
c/o Vertical Bridge REIT, LLC
22 W Atlantic Ave, Suite 310
Delray Beach, Florida 33444
Phone: (561) 544-7482
Email: [email protected]
January 16, 2026
Los Angeles SMSA Limited Partnership d/b/a ("Verizon Wireless") is the current tenant under that certain Land Lease Agreement, dated November 16, 2017 (the "Lease"), with City of Beaumont, ("Landlord"). At this time, Verizon requests Landlord's consent for Verizon to sublease space within the Communications Facility and/or Tower to T -Mobile West, LLC, or one of its affiliates ("T -Mobile"), to the extent such consent is required, under the terms outlined in the Lease, please countersign this letter and return in the self-addressed envelope enclosed, or send a scanned copy via email to, [email protected].
VB Acquisitions, LLC
c/o Vertical Bridge REIT, LLC
22 W Atlantic Ave, Suite 310
Delray Beach, Florida 33444
Attention: General Counsel
Ref: US -CA -7666
If you have any questions, please contact me at [email protected] or (561) 544-7482.
Very Truly Yours,
Signed by:
As
Agreed and acknowledged
by Landlord:
By:
Name:
Title:
Date:
QstaAi Cep
267F29BD72A46D...
ey cox
Asset Manager
Docusign Envelope ID: 3A983CE2-B0EB-48F9-A4B8-75F8B04106C1 SCHEDULE 1
SCOPE OF WORK OF MODIFICATIONS
Please refer to the construction drawings attached.
VERTICAL BRIDGE Page 2
• Mobile •
SITE NUMBER: IE95392D (COLO) CITY: BEAUMONT
SITE NAME: VERTICAL BRIDGE CA -7666 COLO COUNTY: RIVERSIDE SITE TYPE: MONO -EUCALYPTUS JURISDICTION: CITY OF BEAUMONT
PROJECT SUMMARY
SITE ADDRESS:
11250 PALMER AVE.
BEAUMONT, CA 92223
LATITUDE AND LONGITUDE:
LAT: 33' 57' 33.8" (33.959375') N
LONG: 117' 03' 42.0" (-117.0616556') W
PROPERTY OWNER CONTACT:
VB
750 PARK OF COMMERCE DR.#200
BOCA RATON, FL 33487
CONTACT: SCOTT SHANDLE
PHONE: (619) 316-5191
APN:
413-790-048
APPLICANT:
T -MOBILE WEST
2008 MCGAW AVENUE
IRVINE, CA. 92617
PROJECT DESCRIPTION:
T -MOBILE PROPOSES TO CONSTRUCT, OPERATE AND MAINTAIN AN UNMANNED WIRELESS COMMUNICATIONS FACILITY. THIS FACILRY WILL CONSIST OF THE FOLLOWING:
* NSTALL 12 (N) PANEL ANTENNAS (4 PER SECTOR).
* NSTALL 12 (N) RRUS (4 PER SECTOR).
NSTALL (N) 2'4 MW ANTENNA WITH 2 ODU'S.
* NSTALL 4 (N) EQUIPMENT CABINETS.
* NSTALL 12 (N) NORTHSTAR NSB 190FT BATTERIES
* NSTALL (N) TRANSFORMER.
* NSTALL (N) UTILITY PANELS.
* NSTALL 3 (N) HCS CABLES.
* NSTALL 24 (N) FIBER JUMPERS.
* NSTALL 24 (N) COAX JUMPERS.
* EXTENDED (E) MONO -EUCALYPTUS BY 15'.
BUILDING SUMMARY:
OCCUPANCY CLASSIFICATION: UNMANNED TELECOMMUNICATION FACILITY ZONE: SP-SPECIP1C PLAN
OCCUPANCY: U
CONSTRUCTION TYPE: II -B
CONSULTING TEAM
SAC / ZONING:
COASTAL BUSINESS GROUP, INC.
24310 MOULTON PKWY, SUITE 0 #1009
LAGUNA HILLS, CA 92637
CONTACT: DAMIEN PICHARDO
PHONE: (949) 336-1550
ARCHITECTURAL/ENGINEERING:
CASA INDUSTRIES, INC.
4430 E. MIRALOMA AVE. SUITE D
ANAHEIM, CALIFORNIA 92807
CONTACT: LUIS CARDONA
PHONE: (562) 652-5330
SHEET INDEX
SHEET
DESCRIPTION
T1
TITLE SHEET
LS1
TOPOGRAPHIC SURVEY
Al
SITE PLAN
A2
DEMO PLAN AND LEASE AREA PLAN
A3
ANTENNA PLAN
A4
ELEVATIONS
A5
ELEVATIONS
APPROVALS:
THE FOLLOWING PARTIES HEREBY APPROVE AND ACCEPT THESE DOCUMENTS AND AUTHORIZE THE CONTRACTOR TO PROCEED WITH THE CONSTRUCTION DESCRIBED HEREIN. ALL CONSTRUCTION
DOCUMENTS ARE SUBJECT TO REVIEW BY THE LOCAL BUILDING DEPARTMENT AND ANY CHANGES AND MODIFICATIONS THEY MAY IMPOSE.
LANDLORD
DEVELOP. MGR
CONST. MGR
PROJ. MGR
ZONING MGR
RF ENGINEER.
SAC REP.
FOPS
PRINT NAME
SIGNATURE DATE
VICINITY MAP:
P
lq
r.
•' Q
O
OHI"ro 'Ho.i eP:-,.•
S`
Ja��
• laD Care Prnv:Ver,
Board A Care
GS Mgr_
4i ' `.1541.
O
0.1 tea
w P*Imer Au, PROJECT AREA
li
© PHIp8D9Pr
aA
0 Palmer Ave
Y
Roe St
DRIVING DIRECTIONS:
DIRECTIONS FROM T -MOBILE OFFICE:
HEAD NORTHWEST TOWARD MCGAW AVE. TURN LEFT. TURN RIGHT. TURN RIGHT. TURN RIGHT ONTO MCGAW AVE. TURN LEFT ONTO JAMBOREE RD. CONTINUE ONTO CA -261 N. USE ANY LANE TO MERGE ONTO CA -241 N. USE THE RIGHT 2 LANES TO TAKE EXIT 39A TO MERGE ONTO CA -91 E TOWARD RIVERSIDE. CONTINUE ONTO 1-215 N. USE THE RIGHT 2 LANES TO TAKE EXIT 40A TO MERGE ONTO I-10 E TOWARD REDLANDS. TAKE EXIT 90 TOWARD CHERRY VALLEY. TURN RIGHT ONTO CHERRY VALLEY BLVD/TUKWET CANYON PKWY. TURN RIGHT ONTO PALMER AVE.
APPLICABLE CODES:
• 2022 CALIFORNIA BUILDING CODE
• 2022 CALIFORNIA TITLE 24
• 2022 CALIFORNIA FIRE CODE
• 2022 CALIFORNIA ENERGY CODE
• 2022 CALIFORNIA PLUMBING CODE
• 2022 CALIFORNIA MECHANICAL CODE
• 2022 CALIFORNIA ELECTRICAL CODE
• TIA/EIA222-G OR LATEST EDNION
SCALE:
11"X17" PLOT WILL BE HALF SCALE UNLESS OTHERWISE NOTED
CONTRACTOR SHALL VERIFY ALL PLANS, EXISTING DIMENSIONS, AND CONDITIONS
ON THE JOB SITE, AND SHALL IMMEDIATELY NOTIFY THE ENGINEER IN WRITING OF ANY DISCREPANCIES BEFORE PROCEEDING WITH THE WORK.
Ti Mobi1e•
2008 McGAW AVENUE
IRVINE, CA. 92617
-PROJECT INFORMATION
IE95392D
VERTICAL BRIDGE
CA -7666 COLO
11250 PALMER AVE.
BEAUMONT, CA 92223
RIVERSIDE COUNTY
PROJECT TYPE'
NSB-COLO
_REV: =ATE. EEC -RIFT . J
0 08-13-25
100% ZDs
A
07-09-25
90% ZDs FOR REVIEW
PLANS PREPARED BY
4430 E. MIRALOMA AVE. SUITE D
ANAHEIM, CALIFORNIA 92807
'CONSULTANT'
LICENSURE
0 �o 'e. \\ � �oN
v
O
NQ GINS F
O\
-SHEET TITLE
_SHEET NUMBER.
__]TITLE SHEET
EVISION.
T1
0 Page
23 o-
55 LITTLE LEAF ST
ROBERTS RD
CORIANDER ST
HAGEN HEIGHTS CHESTNUT RD
PEPPER LN DEMARET DR
BUKE ST / VENTURI AVE
j
MORRIS ST
IRWIN ST
HOGAN DR
PALMER AVE I
STOCKTON ST \
Site
OAK VALLEY PKWY
MORENO VALLEY FWY
60 TUKWET CANYON PKWY f
REDLANDS FWY
10 CHAMPIONS DR
Vicinity Map
Easements
10. AN EASEMENT FOR PUBLIC UTILITIES PURPOSES; RECORDED DECEMBER 30, 1910 IN BOOK 326, PAGE 4, 5 AND 6 OF DEEDS. (NOT PLOTTED, THE EXACT LOCATION AND EXTENT CANNOT BE DETERMINED FROM
RECORD)
11. AN EASEMENT FOR PIPELINES AND CONDUITS PURPOSES; RECORDED OCTOBER 26, 1911 IN BOOK 340, PAGE 233 OF DEEDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
12. AN EASEMENT FOR PUBLIC UTILITIES PURPOSES; RECORDED APRIL 12, 1916 IN BOOK 440, PAGE 239 OF DEEDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
13. AN EASEMENT FOR WATER DITCHES PURPOSES; RECORDED JANUARY 3, 1918 IN BOOK 473, PAGE 234 OF DEEDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
14. AN EASEMENT FOR PUBLIC UTILITIES PURPOSES; RECORDED JULY 21, 1928 IN BOOK 772, PAGE 419 OF DEEDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
15. DISCREPANCIES, CONFLICTS IN BOUNDARY LINES, SHORTAGE IN AREA, ENCROACHMENTS, OR ANY OTHER MATTERS SHOWN ON RECORD OF SURVEY; RECORDED JUNE 29, 1940 IN BOOK 4, PAGE 15 OF RECORDS OF SURVEY AND RECORDED APRIL 14, 1967 IN BOOK 25, PAGE 96 OF RECORDS OF SURVEY. (NOT
PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
16. AN EASEMENT FOR PIPELINES PURPOSES; RECORDED OCTOBER 13, 1950 IN BOOK 1210, PAGES 557 THROUGH 559 OF OFFICIAL RECORDS. AMENDMENT TO RIGHT OF WAY RECORDED FEBRUARY 9, 1979; RECORDING NO. 28794 OF OFFICIAL RECORDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
17. AN EASEMENT FOR PUBLIC UTILITIES PURPOSES; RECORDED OCTOBER 13, 1950; RECORDING NO: 1401, BOOK 1210, PAGE 557 OF OFFICIAL RECORDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
18. AN EASEMENT FOR POLES PURPOSES; RECORDED MARCH 2, 1951 IN BOOK 1249, PAGE 96 OF OFFICIAL RECORDS. (NOT PLOTTED, THE EXACT LOCATION AND EXTENT CANNOT BE DETERMINED FROM RECORD)
19. AN EASEMENT FOR POLES PURPOSES; RECORDED MAY 3, 1951; RECORDING NO: 18723, BOOK 1268, PAGE 87 OF OFFICIAL RECORDS. (NOT PLOTTED, ILLEGIBLE FROM RECORD)
20. AN EASEMENT FOR ROAD OR ROADS PURPOSES; RECORDED DECEMBER 20, 1951; RECORDING NO. 52541, BOOK 1328, PAGE 327 OF OFFICIAL RECORDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
22. AN EASEMENT FOR PUBLIC UTILITIES PURPOSES; RECORDED JUNE 12, 1959; RECORDING NO. 51379 OF OFFICIAL RECORDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
23. AN EASEMENT FOR PUBLIC UTILITIES PURPOSES; RECORDED APRIL 26, 1961; RECORDING NO. 35703 OF OFFICIAL RECORDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
24. AN EASEMENT FOR ROADWAYS, PUBLIC UTILITIES PURPOSES; RECORDED OCTOBER 20, 1976; RECORDING NO. 159242 OF OFFICIAL RECORDS. (NOT PLOTTED, DOES NOT AFFECT SUBJECT PROPERTY)
31. AN EASEMENT FOR FLIGHT AND IMPACT OF ERRANT GOLF BALLS PURPOSES; RECORDED DECEMBER 28, 2000; RECORDING NO. 2000-516796 OF OFFICIAL RECORDS. (BLANKET IN NATURE OVER SUBJECT
PROPERTY)
34 AN EASEMENT FOR SANITARY SEWER FACILITIES PURPOSES; RECORDED JULY 15, 2005; RECORDING NO. 2005-568776 OF OFFICIAL RECORDS. (PLOTTED HEREON)
35. AN EASEMENT FOR UNDERGROUND ELECTRICAL SUPPLY SYSTEMS AND COMMUNICATION SYSTEMS PURPOSES; RECORDED AUGUST 9, 2006; RECORDING NO. 2006-586760 OF OFFICIAL RECORDS. (BLANKET
IN NATURE OVER SUBJECT PROPERTY)
AN EASEMENT FOR UNDERGROUND ELECTRICAL SUPPLY SYSTEM AND COMMUNICATION SYSTEM PURPOSES; RECORDED AUGUST 15, 2018; RECORDING NO. 2018-326485 OF OFFICIAL RECORDS. (PLOTTED HEREON) Access Route/Lease Area
TO BE DETERMINED
Date of Survey
JUNE 09, 2025.
Legend
APN
BFV
BTM
0 EC
EM
EP
FS
FL
HCR
ICV
NG
ASSESSORS PARCEL NUMBER
BACKFLOW PREVENTER
BOTTOM OF STRUCTURE
CENTERLINE
DIAMETER OF EXISTING TREE
ELECTRIC CABINET
ELECTRIC METER
ELECTRIC PANEL
FINISH SURFACE
FLOW LINE
HANDICAP RAMP
IRRIGATION CONTROL VALVE
NATURAL GROUND
PROPERTY LINE
R/W RIGHT OF WAY
SLPB STREET LIGHT PULL BOX
TC TOP OF CURB
TOP
TW
TR
WM
TOP OF STRUCTURE
TOP OF WALL
TRANSFORMER
WATER METER
CAR STOP
CONCRETE PAVEMENT
® FOUND MONUMENT AS NOTED
0 Uk
GATE
GUARD POST
HANDICAP
IRRIGA AON CONTROL VALVE
LA 11TUDE-LONGITUDE COORDINATF
LIGHT STANDARD
PINE TREE
SEWER MANHOLE
SIGN
STREET LIGHT
TREE (TYPICAL)
TRUNCATED DOME
UNKNOWN MANHOLE
WATER FAUCET
BLOCK WALL
CENTERLINE
EDGE OF PAVEMENT
FLOW LINE
INTERIOR LOT LINE
PROPERTY LINE
RIGHT-OF-WAY
WROUGHT IRON FENCE
Title Report
PREPARED BY:
ORDER NO.:
DATED:
COMMONWEALTH LAND TITLE INSURANCE COMPANY
932503559
MAY 22, 2025
Legal Description
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF BEAUMONT, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:
BEING A PORTION OF PARCEL 9, AS SHOWN ON PARCEL MAP NO. 32776 PER BOOK 216, PAGES 47 THROUGH 52, INCLUSIVE OF PARCEL MAPS ON FILE AT IN THE CITY OF BEAUMONT, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, RECORDERS OFFICE, LYING WITHIN SECTION 35, TOWNSHIP 2 SOUTH, RANGE 2 WEST, S. B. B. AND M., RIVERSIDE COUNTY, CALIFORNIA, DESCRIBED AS FOLLOWS:
BEGINNING AT THE CENTERLINE INTERSECTION OF OAK VALLEY PARKWAY (70.00 FEET WIDE) AND PALMER AVENUE (80.00 FEET WIDE) AS SHOWN ON PARCEL MAP NO. 32776 PER BOOK 216, PAGES 47 THROUGH 52, INCLUSIVE OF PARCEL MAPS ON FILE AT THE RIVERSIDE COUNTY, CALIFORNIA, RECORDERS OFFICE; THENCE ALONG THE CENTERLINE OF SAID PALMER AVENUE THE FOLLOWING THREE (3) COURSES: (1) NORTH 46' 46'15" EAST, 460.41 FEET TO THE BEGINNING OF A 608.00 FEET RADIUS TANGENT CURVE, CONCAVE SOUTHEASTERLY; (2) THENCE ALONG SAID CURVE TO THE RIGHT, THROUGH A CENTRAL ANGLE OF 39' 47'07", HAVING AN ARC LENGTH OF 422.19 FEET; (3) NORTH 86' 33'22"EAST, 319.76 FEET; THENCE DEPARTING THE CENTERLINE OF SAID PALMER AVENUE, SOUTH 03' 26' 38" EAST, 48.00 FEET TO A POINT LYING ON THE SOUTHERLY RIGHT-OF-WAY LINE OF PALMER AVENUE AND THE POINT OF BEGINNING; THENCE ALONG THE SOUTHERLY RIGHT-OF-WAY LINE OF SAID PALMER AVENUE THE FOLLOWING TWO (2) COURSES: (1) NORTH 86' 33'22"EAST,
62.91 FEET TO THE BEGINNING OF A 948.00 FEET RADIUS TANGENT CURVE, CONCAVE NORTHWESTERLY; (2) THENCE ALONG SAID CURVE TO THE LEFT, THROUGH A CENTRAL ANGLE OF 03' 23' 14", HAVING AN ARC LENGTH OF 56.04 FEET; THENCE DEPARTING THE SOUTHERLY RIGHT-OFWAY LINE OF SAID PALMER AVENUE, SOUTH 00' 00' 00"EAST, 290.42 FEET; THENCE NORTH 90' 00' 00"WEST, 118.61 FEET; THENCE NORTH 00' 00' 00" EAST, 281.63 FEET TO A POINT LYING ON THE SAID SOUTHERLY RIGHT-OF-WAY LINE OF PALMER AVENUE AND THE POINT OF BEGINNING.
Assessor's Parcel No.
413-790-048
Boundary Detail
SCALE: 1"=30'
FD 1" IRON PIPE W/
PLASTIC PLUG STAMPED
"L.S. 5346", FLUSH,
PER P.M.B. 216/47-52
See Lease Area Detail�l—
FD 1" IRON PIPE W/ -
PLASTIC PLUG STAMPED
"L.S. 5346", DOWN 0.15',
PER P.M.B. 216/47-52
2159.09NG
CURVE TABLE
CURVE #
RADIUS
DELTA
LENGTH
Cl
948.00'
323'13"
56.04'
Tower Profile
NORTHEASTERLY ELEVATION (N.T.S.)
TREE
2188.03TOP
2160.06NG
POR. PARCEL 9
PARCEL MAP
NO. 32776
P.M.B. 237/79-84
A.P.N. 413-790-047
PARCEL 3 \ \
A.P.N. 413-790-050
2179.40TOP
/ TREE
Geographic Coordinates at Existing Monopole
1983 DATUM: LATITUDE 33' 57' 33.76"N LONGITUDE 117' 03' 41.96"W ELEVATION = 2156.7 FEET ABOVE MEAN SEA LEVEL
CERTIFICATION:
THE LATITUDE AND LONGITUDE SHOWN ABOVE ARE ACCURATE TO WITHIN +/- 15 FEET HORIZONTALLY AND THAT THE ELEVATIONS SHOWN ABOVE ARE ACCURATE TO WITHIN +/- 3 FEET VERTICALLY. THE HORIZONTAL DATUM (GEOGRAPHIC COORDINATES) IS IN TERMS OF THE NORTH AMERICAN DATUM OF 1983 (NAD 83) AND IS EXPRESSED IN DEGREES ('), MINUTES (') AND SECONDS ("), TO THE NEAREST HUNDREDTH OF A SECOND. THE VERTICAL DATUM (ELEVATIONS) IS IN TERMS OF THE NORTH AMERICAN VERTICAL DATUM OF 1988 (NAVD 88) AND IS DETERMINED TO THE NEAREST TENTH OF A FOOT.
Basis of Bearings
THE BEARINGS SHOWN HEREON ARE BASED UPON THE CALIFORNIA COORDINATE SYSTEM OF 1983, CCS83, ZONE 6, (2024.75) IN ACCORDANCE TO THE CALIFORNIA PUBLIC RESOURCES CODE SECTIONS 8801-8819;
SAID BEARINGS ARE DETERMINED LOCALLY UPON FIELD -OBSERVED TIES TO THE FOLLOWING LEICA SMARTNET NORTH AMERICA (S.N.N.A.) CONTINOUSLY OPERATING REFERENCE STATIONS (C.O.R.S.):
S.N.N.A. CABD:
NORTHING = 2347014.40' EASTING = 6248833.28'
S.N.N.A. CASJ:
NORTHING = 2238138.10' EASTING = 6342535.35'
Benchmark
THE SMARTNET NORTH AMERICA C.O.R.S. CABD, ELEVATION 1041.62 FEET (NAVD 88). -7-Tvw
PALMER AVENUE
POR. PARCEL 9
PARCEL MAP NO. 32776
P.M.B. 216/47-52
A.P.N. 413-790-048
I .I
FD 1" IRON PIPE W/PLASTIC
PLUG STAMPED "L.S. 5346",
FLUSH, PER P.M.B. 216/47-52
GRAPHIC SCALE
30 0 15 30
2202.85TOP
TREE
2188.27 TOP
TREE
2197.76TOP
TREE
2196 53TOP
TREE
Lease Area Detail
SCALE: 1"=20'
2152.11TC
2151.63FL
2151. 7608
CURB &
GUTTER
SIDEWALK
WATER
CABINET
FRONTIER
PULL BOX
TEL
PULL BOX 2752.97NC
2152.51N0
2153.14FS
TREE PINE
2181.79 TOP
2156.81NG
WM
BFV CAGE
2152.8675
PALMER AVENUE
2153..82FS
2153 0675
2756.21NG
2154.83N0
2153.98NG x\ TREE
2185.53TOP
2155.40NG 2156.68N0
x
2157 32FS
TRUNCATED
DOME
2158,15FS
2158.96FS
x2157 59NG
TREE PINE
2186.14 TOP COLUMN
2158.73NG
215769NGx
V -GUTTER
2155 79N x
2164.49TW
BLOCK WALL
ELECTRIC
OUTLET
2154.530E
MONOPOLE
2275.06 TOP
2156.6708
2211.60TOPi
ANTENNA
2155.07FS
CURB &
GUTTER
2156.72F5, ---
2156.040-i
`2154.52FL
2154.66FS 2156.25FS
2156. 76TC
2156.7375
x2755.93FS
2155.21F5 2156.95TC
2155.46TC 2156 43FL
2154.9508 2156. 53FS
2156.20TC 2157 32TC
2156.227L 2157 32FL
2156.3308 2157..22FS
2157. 0325
2157 62FS
2159.16FS
2160.147S
2166. 52TW
2165. 84 TW
2163 219W
2163 84T
2163.169W
x 2157.312S
ELECTRIC VAULT -'-D
2157 73735
TRUNCATED
DOME
x 2757 5525
2159.2608
2157.91919S
2157 88NG EP
2159.99FS 2160.0655
x .
BLOCK WALL
ELECTRIC
CONDUIT x 2157.1008
ON WALL
®.` ELECTRIC VAULT
ASPHALT
2157 0908 2157.2855.
BFV 2157 0808
2163.199W 2162.13TOP
2162.52 TW AIR VENT
2156. 91735
2162,23TOP
2211.68LOP
ANTENNA
2155.5080
x 2156 18N
x2156.5625
WATER VAULT
2166.44 9W
COLUMN
GATE
MOTOR
2757 6125
GENERATOR
ELECTRIC
CONDUIT
2162 06 TOP
AIR VENT
2160.45 TOP
PIPE
TELCO CABINET
2158.02TOP
ELECTRIC CONDUIT
TELCO CABINET
PIPE RISER
2217 57TOP
MONOPOLE uy�
BRANCH
PIPE RISER
2211.66900 2160.49TOP
ANTENNA PIPE
TELCO CABINET
WROUGHT IRON FENCE
x 2156.8875 x 21571005
2163179W ELECTRIC
2156.7355 CONDUIT
EC ON WALL
x 2155 94N
2155.14FL
2156.25NG
V —GUTTER
VEGETA T7ON
o SIDEWALK
2159.4905
2159.45NG
2159.7625
2159.15/90.
2157 5525
UNKNOWN
VAULT
DRAIN
INLET
2158 42N
TRUNCATED
DOME
BLOCK WALL
x 2158.69/90
2159 28N
x 2158.6680
x 2158.54910
27571680
ti
e -N1
V GUTTER
ELECTRIC
CONDUIT
x 2156.7380
ELECTRIC VAULT
BLOCK WALL
2156. 12NG
EXISTING MONOPOLE
GEOGRAPHIC COORDINATES :
Latitude: N33°57'33.76" (NAD 83)
Longitude: W117°03'41.96" (NAD 83)
T • Mobi1e•®
Stick Together®
3 IMPERIAL PROMENADE, SUITE 1100
SANTA ANA, CA 92707
A&E DEVELOPMENT:
CONSULTANT:
24310 MOULTON PKWY., SUITE 0 #1009
LAGUNA HILLS, CA 92637
CAL VADA
SURVEYING, INC.
411 Jenks Cir., Suite 205, Corona, CA 92878
Phone: 951-280-9960 Fax: 951-280-9746
Toll Free: 800-CALVADA www.calvada.com
JOB NO. 25451
LICENSURE:
REVISION:
REVISION:
DATE: / BY:
DESCRIPTION:
06/19/25
SUBMITTAL
GV
1 06/27/25
TITLE REPORT
MN
SITE INFORMATION:
I E95392 D
11250 PALMER AVENUE
BEAUMONT, CA 92223
RIVERSIDE COUNTY
SHEET TITLE:
TOPOGRAPHY
SURVEY
SHEET NUMBER:
LS -1