Agenda packet — Belmont City Council, March 11, 2025

CITY OF BELMONT

CITY COUNCIL
www.belmont.gov

CITY COUNCIL REGULAR MEETING AGENDA
Tuesday, March 11, 2025
6:00 PM
City Council Chambers
City Hall, One Twin Pines Lane, Belmont, California
MEETING ATTENDANCE:

Council meetings, unless otherwise noted, are broadcast live to Belmont residents on

2. Comcast Cable Channel 27

3. Streamed live via the City’s website at gov,

4. ZOOM https://belmont- gov.zoom.us/ Meeting ID: 95745673035

5. Public may attend the meeting in the Council Chambers, Belmont City Hall 2nd floor PUBLIC COMMENT:

Public in the Council Chamber present the Clerk a request to speak slip found at the table at the rear of the chamber.

If participating virtually use the Raise Hand feature to request to speak.

For dial- in comments, call *67 1-(669) 900-6833 (your phone number will appear on the live broadcast if *67 is not dialed prior to the phone number), enter Meeting ID: 95745673035, and press *9 to request to speak.

All public comments are subject to a 3-minute time limit unless otherwise determined by the Chair.

If you wish to submit written public comment, you may send an email to [email protected] before the council considers the item. Please indicate the agenda item topic or agenda item number you wish to comment on in your email’s subject line. Any public comment regarding agenda items that are received from the time of publication of the agenda and 3 hours before the start of the meeting will be distributed to the Council prior to the meeting and made part of the meeting record. Written public comments will not be read during the Council meeting.

The Mayor has the authority to rule any speaker out of order, including speakers during the Public Comment period; If the subject raised is not within the subject matter jurisdiction of the City Council, during a public hearing or a general business item if the speaker is not presenting testimony or evidence relevant to the matter or if the speaker becomes disruptive to the proceedings and conduct of the meeting.

The Mayor also has the authority to order any person who willfully interrupts the meeting to be removed. All persons are expected to conduct themselves with civility and courtesy at all times. All persons giving comments shall speak directly to the Council and address issues, not individuals. Personal attacks, 1 1. CALL TO ORDER [7:00 p.m.]

2. ROLL CALL

3. CLOSED SESSION [none]

4. STUDY SESSION [none]

5. PLEDGE OF ALLEGIANCE

6. REPORT FROM CLOSED SESSION [none]

7. SPECIAL PRESENTATIONS
A. Third Annual Dr. Martin Luther King, Jr. Poetry & Essay Contest Recitals B. Proclamation Honoring Retiring San Mateo Consolidated Fire Chief Thrasher

8. PUBLIC COMMENTS ON ITEMS NOT ON THE AGENDA

9. COUNCILMEMBER ANNOUNCEMENTS

10. CONSENT BUSINESS
A. Approval of Minutes
B. Monthly Financials
C. Public, Education, and Government Access Program
cursing and outbursts from the audience in support or opposition to a speaker are not tolerated in order to foster an environment where everyone feels welcome to speak.

The public will have an opportunity to address the City Council concerning this item.

REGULAR BUSINESS ITEMS
This portion of the meeting is reserved for persons wishing to address the Body on any City matter not on the agenda. The period for public comment at this point in the agenda is limited to 15 minutes, with a maximum of 3 minutes per speaker. Speakers who requested but did not receive an opportunity to speak during this comment period will be given an opportunity to address the Body later in the meeting. State law prohibits the Body from acting on non-agenda items.

Consent business items are considered to be routine in nature and will be enacted by one motion. There will be no separate discussion on these items unless a member or staf request specific items to be removed for separate action.

The City Attorney will read the title of ordinances to be adopted.

Recommendation: Consider modifications and approve minutes Attachment(s):

February 25, 2025
Recommendation: Motion to approve December Monthly Financials Attachment(s):

December 2024
January 2025
Recommendation: Adopt an ordinance establishing a state video franchise holder fee to support Public, Education, and Government (PEG) facilities and penalties of material breach 2 D. Amendment 3 to MIG Task Order 1 - CCN 579 – San Juan Pump Station Slope Repair Project
E. Vac-Con Purchase
F. Public Improvements Acceptance - Firehouse Square Townhouse Project (1300 El Camino Real)

11. PUBLIC HEARINGS [none]

12. GENERAL BUSINESS
A. State Legislative Advocacy for the City of Belmont - 2025 Update B. Annual Report on Vacancies and Recruitment and Retention Efforts for 2024 of state and federal customer service standards (Second Reading) Attachment(s):

PEG Ordinance
Recommendation: Approve a motion authorizing the City Manager to negotiate and execute Amendment 3 to Task Order 1 with Moore Iacofano Goltsman, Inc. (MIG) to provide environmental monitoring and reporting services for the San Juan Pump Station Slope Repair Project for an additional amount of $6,496, for a total contract cost of a not-to-exceed amount of $101,366
Attachment(s):

Staff Report
SOW_Belmont Pump Station Monitoring
Recommendation: Motion authorizing the City Manager to negotiate and execute an agreement to purchase a Vac-Con in the amount of $667,167.19 from Vac-Con Inc. through Municipal Maintenance Equipment
Attachment(s):

Staff Report
1-30-25 MME quote for Vac-Con
Recommendation: Adopt a resolution accepting the public improvements for the Firehouse Square Townhouse Project at 1300 El Camino Real as completed and complying with the City’s approved plans, authorize the release of the subdivision improvement bond and accept a maintenance and warranty bond for the required one-year warranty period Attachment(s):

Staff Report
Resolution
General Business items are considered separately, typically in the order listed. The chair will call for public comment on each item when the body considers the item.

Recommendation: Motion to reaffirm Belmont’s State and Federal Legislative Platform Attachment(s):

Staff Report
2025 Suggested Updates to Legislative Platform
Recommendation: Receive report on the City’s workforce vacancies, and recruitment and retention efforts in compliance with Assembly Bill (“AB”) 2561. (Gov. Code § 3502.3.) 3 13. BRIEF VERBAL REPORTS FROM MEMBERS AND STAFF

14. MATTERS OF INTEREST/CLARIFICATION

15. ADJOURNMENT
Attachment(s):

Staff Report
Presentation
A. Verbal report from Councilmembers on Intergovernmental (IGR) and Subcommittee Assignments
B. Verbal report from City Manager
Items in this category are for discussion and direction to staf only. However, Council/Board may take final action on an item if there is no need for additional staf analysis.

If you need assistance to participate in this meeting, please contact the City Clerk at (650) 595-7413. Notification in advance of the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.

Meeting information can also be accessed via the internet at:www.belmont.gov. All staf reports will be posted to the web in advance of the meeting, and any writings or documents provided to a majority of the City Council/District Board or Commission regarding any item on this agenda will be made available for public inspection in the City Clerk's Of ice, One Twin Pines Lane, during normal business hours and at the Council Chambers at City Hall, Second Floor, during the meeting.

AGENDA POSTING: I declare a copy of this agenda was posted at City Hall, One Twin Pines Lane, and the City's website www.belmont.gov on ,by . /s/
4 City Council Meeting Minutes
February 25, 2025
1 CITY OF BELMONT CITY COUNCIL REGULAR MEETING MINUTES
City Council Chambers, City Hall, One Twin Pines Lane, Belmont, California Tuesday, February 25, 2025
CALL TO ORDER 6:15 pm

ROLL CALL
COUNCILMEMBERS PRESENT: Latimerlo, McCune, Jordan, Pang-Maganaris, Mates COUNCILMEMBERS ABSENT: None

CLOSED SESSION
Conference with Labor Negotiators (Govt Code Section 54957.6) Agency designated representatives: Afshin Oskoui, City Manager Employee organization: MidManagement Confidential Employee Association (MMCEA) and Belmont Police Officers Association (BPOA) and American Federation of State, County and Municipal Employees (AFSCME) STUDY SESSION [none]
REGULAR BUSINESS ITEMS [7:00 pm]

PLEDGE OF ALLEGIANCE
Led by representatives of the YAC committee.

REPORT FROM CLOSED SESSION
City Attorney Rennie stated that there are no reportable actions from an earlier held closed session.

SPECIAL PRESENTATIONS
Proclamation Recognizing March as Women's History Month Mayor Mates read the proclamation.

Board members of the Belmont Youth Advisory Committee (YAC) accepted the proclamation.

Third Annual Dr. Martin Luther King, Jr. Poetry & Essay Contest Recitals This item will be heard at a subsequent meeting.

Introduction of San Mateo Consolidated Fire Department Fire Chief Mayor Mates introduced newly appointed San Mateo Consolidated Department Fire Chief Matt Turturici.

PUBLIC COMMENTS ON ITEMS NOT ON THE AGENDA
Chris Lu, Belmont Library Manager announce upcoming maintenance at the Belmont Facility. He also described events the library is hosting prior to the March 18, 2025 maintenance closure.

Giuliano Carlini provided comments on the need for additional bicycle infrastructure in Belmont.

COUNCILMEMBER ANNOUNCEMENTS
Councilmembers provided information on upcoming Community events and noted that the Belmont Police Instagram page is available for the public to join for updates on events and community alerts.

CONSENT BUSINESS
Approval of Minutes for February 11, 2025
Motion to accept monthly financials for the Months of October and November 2024 5 City Council Meeting Minutes
February 25, 2025
2 Resolution 2025-12 Adopting of Policy To Comply With Assembly Bill 2561/Government Code 3502.3:

Public Hearings On Vacancies And Recruitment And Retention Efforts Introduction of an ordinance establishing a state video franchise holder fee to support Public, Education, and Government (PEG) facilities and penalties of material breach of state and federal customer service standards.

Resolution 2025-13 authorizing the City Manager to negotiate and execute an agreement for the acquisition and installation of a server and associated upgrades to the security system for an amount not to exceed $80,000
Resolution 2025-14 approving a revised City Records Retention Schedule for all City Departments Resolution 2025-15 authorizing the City Manager to negotiate and execute a Primary Grant Agreement (PGA) with the San Mateo County Transportation Authority (TA) to ensure eligibility for Measure A and Measure W grant funding
Motion authorizing the City Manager to negotiate and execute Amendment #1 to the Task Order #8 with Pavement Engineering Inc. for additional services to develop progress sets and estimates for the 2025 Pavement Rehabilitation Project including the development of a Full Depth Reclamation (FDR) mix design and the design of a linear bioretention facility for an additional amount of $42,672, for a total contract cost not-to-exceed amount of $453,500
Resolution 2025-16 Finding That The Property Located At 503 Crest View Avenue Is Exempt Surplus Land Under Government Code Section 54221(F)(1)(B)
Resolution 2025-17 Finding That The Property Located At 730 El Camino Real Is Exempt Surplus Land Pursuant To Government Code Section 54221(F)(1)(B)
Resolution 2025-18 Finding That The Property Located At 1000 O’Neill Avenue Is Exempt Surplus Land Pursuant To Government Code Section 54221(F)(1)(B)
City Clerk Plut noted that an omitted word was added to the records retention schedule on the police department tab.

ACTION: on a motion made by Councilmember McCune and seconded by Councilmember PangMaganaris the consent business as amended was unanimously approved by a roll call vote (5-0).

PUBLIC HEARINGS [none]

GENERAL BUSINESS
Community Benefits Program Implementation
City Consultant RSG, Jim Simon, explained that community benefits are contributions by developers to preserve or enhance an area’s quality of life and the benefits program is a method for local governments to guide contributions from new development. He noted that it provides an opportunity for developers to deliver public improvements and advance the community's priorities. He provided an overview of negotiated benefits program and provided examples from neighboring cities of projects and ranges of benefits.

Assistant City Manager Kleinbaum discussed key priorities focus areas for Belmont, including the Belmont Community Center reconstruction, public infrastructure improvements, expanded recreation opportunities, funding for city services, and affordable childcare, with a proposed review cycle of updating priorities every 3-5 years through a non-codified resolution.

She presented best practices for codifying the Community Benefit Program in the Zoning Code, recommending updates to consolidate existing language from multiple chapters of the Belmont Zoning Ordinance and the Belmont Village Specific Plan into a single location for clarity and consistency. 6 City Council Meeting Minutes
February 25, 2025
3 Council discussion ensued. Council concurred that infrastructure and a community center are priorities.

ACTION: On a motion made by Councilmember McCune and seconded by Councilmember PangMaganaris Resolution 2025-19 identifying community benefit priorities and receive an update on the proposed implementation strategy for the community benefit program was unanimously approved by a roll call vote (5-0).

Community Development Department Project Update
Community Development Director de Melo provided housing development project as well as other current and long range development updates. He reviewed permit center statistics and housing units completed in 2024. He noted that slowdown is currently trending in the market bay-area wide, and the city anticipates no major construction project for the next few years. Informational item only no action required.

Public Comment
Giuliano Carlini commented on housing in transit areas.

BRIEF VERBAL REPORTS FROM MEMBERS AND STAFF
Verbal report from Councilmembers on Intergovernmental (IGR) and Subcommittee Assignments Councilmembers reported on their assignments.

Verbal report from City Manager
City Manager Oskoui announced that Stanford Stanford University has decided not to exercise its option to purchase the Notre Dame de Namur University (NDNU) campus property in Belmont. He noted that the City is committed to assisting with a smooth transition of any future project plans.

MATTERS OF INTEREST/CLARIFICATION
ADJOURNMENT at this time being 8:40 p.m.
7 FISCAL YEAR 2024-25
MONTHLY FINANCIAL REPORT - DECEMBER 31, 2024

HIGHLIGHTS

PERFORMANCE AT

A GLANCE REPORT
• General Fund balance increased
compared to prior YTD

FUND RECAP AT A GLANCE REPORT
Notable Fund Balance Increase compared to prior YTD:
•General Fund
•Belmont Fire Protection District
•Street Maintenance
• Sewer Collection System
• Sewer Treatment
• Facilities Management
Notable Fund Balance Decrease compared to prior YTD:
• Development Services
• Affordable Housing Successor
• Capitlal Improvement Projects

CASH DISBURSEMENTS &

PURCHASE ORDER

ACTIVITY REPORT
•Amounts equal to and above $50,000

BUDGET VARIANCE
REPORT
• Management Discussion & Analysis
• Tax Trends
This report contains financial information which has not been reviewed or audited by an independent auditor, does not reflect the application of generally accepted accounting principles in all instances and is subject to future revision. This report has not been prepared with a view to informing an investment decision in any of the City’s bonds, notes or other obligations. Any projections, plans or other forward-looking statements included in this report are subject to a variety of uncertainties that could cause any actual plans or results to differ materially from any such statement. The information herein is not intended to be used by investors or potential investors in considering the purchase or sale of the City’s bonds, notes or other obligations and investors and potential investors should rely only on information filed by the City on the Municipal Securities Rulemaking Board’s Electronic Municipal Market Access System for municipal securities disclosures and website, maintained on the World Wide Web at https://emma.msrb.org/ These financial reports are designed to provide a general overview of the City of Belmont’s interim finances. Questions concerning any information provided in 8 City of Belmont
Performance at a Glance
Results for the Period Ended December 31, 2024
(000's)
6/30/2015 2015 $9,049 Audited
6/30/2016 2016 $9,177 Audited
6/30/2017 2017 $11,128 Audited
6/30/2018 2018 $11,325 Audited
6/30/2019 2019 $14,846 Audited
6/30/2020 2020 $13,637 Audited
6/30/2021 2021 $13,398 Audited
6/30/2022 2022 $18,013 Audited
6/30/2023 2023 $26,586 Audited
6/30/2024 2024 $31,003 Audited
12/31/2024 2025 $33,585 Unaudited
* excludes Measure I
\ 0
Fund Balance - YTD Fund Deficits
As shown on the Fund Recap at a Glance (page 3) Recreation Fund has deficit fund balance and is expected to be eliminated in a future period.

The General Fund balance is $33.6 million, an increase of $2.6 million compared to the amount at the prior fiscal year-end. This is primarily due to the property tax receipts received in December.

General Fund
General Fund Balance Trends*
$0 $20 $40 $60 $80 $100 $120
Budget
Expenditures
Actual
Expenditures
Budget
Revenues
Actual
Revenues
All Funds Revenues & Expenditures
YTD Comparison (in millions)
30%
64%
1%3%2%
Capital Improvement Plan
Streets
Sewer
Technology
Recreational Facilities
$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000
$40,000
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
General Fund Balance Trend
(in million)
2 9
Audited Unaudited PY YTD
Fund Fund Balance YTD YTD PY YTD YTD YTD PY YTD Fund Balance Fund Balance Fund Name 06/30/24 Budget Actual (Under) % Actual Budget Actual Under % Actual 12/31/24 12/31/23 (1) (2) Over (3) (Over) (1)+(2)-(3)

GENERAL FUND
101 General $31,003 $16,606 $15,311 ($1,295) 92% $15,040 $15,994 $12,728 $3,265 80% $12,178 $ 33,585 29,448 102 Measure I 4,464 1,207 804 (403) 67% 886 4,234 2,749 1,485 65% 1,520 2,518 3,302

SPECIAL REVENUE FUNDS
205 Recreation 397 1,994 926 (1,068) 46% 865 2,043 1,977 66 97% 1,770 (654) (322) 206 Library Maintenance & Operation 777 171 172 1 101% 170 486 202 284 42% 188 747 796 207 Athletic Field Maintenance 391 82 88 6 107% 59 177 70 107 39% 49 409 376 208 City Tree 252 10 8 (3) 75% 27 68 22 46 33% 49 237 262 209 Senior Services Donation 96 5 9 4 175% 2 5 0 5 0% 0 105 94 210 Development Services 2,020 3,441 3,686 244 107% 3,784 3,601 3,206 395 89% 2,694 2,500 2,627 212 General Plan Maintenance 1,492 252 223 (29) 88% 290 710 560 150 79% 415 1,155 1,467 223 Belmont Fire Protection District 25,882 9,511 9,874 364 104% 9,905 6,930 10,227 (3,297) 148% 9,400 25,529 20,702 225 Police Grants and Donations 35 1 1 1 205% 1 5 0 5 0% 0 36 30 227 Supplemental Law Enforcement 71 87 136 49 156% 127 44 48 (4) 110% 62 159 72 231 Street Maintenance 1,365 1,339 781 (559) 58% 627 1,299 1,219 80 94% 1,218 927 (591) 232 RMRA Street Project 498 385 333 (51) 87% 300 723 248 475 34% 1 584 905 233 Measure W 2,295 245 185 (59) 76% 167 1,509 86 1,423 6% 0 2,395 1,976 234 Street Improvements 2,935 567 508 (59) 90% 615 1,738 283 1,455 16% 71 3,160 2,447 237 Traffic Impact 100 79 156 78 199% 2 0 0 0 N/A 0 256 98 239 Public Art 420 11 9 (2) 80% 7 5 0 5 0% 0 429 411
275 Affordable Housing Successor 6,056 113 117 4 103% 225 787 200 587 25% 130 5,973 9,543 277 Inclusionary Housing 3,254 97 202 105 209% 4 0 0 0 N/A 0 3,456 2,575 Total Special Revenue 48,336 18,389 17,414 (975) 95% 17,176 20,129 18,347 1,782 91% 16,048 47,403 43,470

CAPITAL PROJECT FUNDS
308 General Facilities 621 14 12 (2) 86% 13 297 16 281 5% 5 618 741 310 Infrastructure 2,290 44 46 3 106% 44 1,632 (172) 1,804 -11% 208 2,509 2,231 312 Comcast PEG Program 421 8 9 1 112% 7 60 0 60 0% 0 430 412 341 Planned Park 1,084 46 17 (28) 38% 28 350 336 14 96% 336 765 1,393 342 Park Impact 680 22 31 9 141% 24 332 0 332 0% 0 711 666 343 Open Space 104 2 2 (0) 100% 2 52 53 (1) 101% 0 53 99 399 Capital Improvement Projects 3,292 27,538 5,149 (22,389) 19% 7,029 29,422 5,950 23,472 20% 3,371 2,491 3,659 704 Special Assessment Districts 328 6 7 1 112% 6 0 0 N/A 0 335 321 Total Capital Projects 8,820 27,679 5,273 (22,406) 19% 7,153 32,143 6,182 25,961 19% 3,920 7,911 9,521

DEBT SERVICE & OTHER FUNDS
406 Library Bond Debt Service 320 348 354 5 101% 348 341 558 (218) 164% 535 115 99 501-505 Sewer Collection System 40,307 11,999 14,852 2,853 124% 8,526 18,689 12,100 6,589 65% 6,010 43,059 33,998 507 Sewer Treatment 28,834 1,654 1,936 281 117% 1,647 2,687 2,698 (11) 100% 2,118 28,072 26,919 525 Storm Drainage Enterprise 1,406 1,048 615 (433) 59% 581 1,475 802 673 54% 1,011 1,219 1,744 530 Solid Waste Management 2,110 345 319 (26) 92% 276 304 272 33 89% 264 2,157 1,880 570 Worker's Compensation 1,837 470 527 57 112% 551 426 756 (330) 177% 686 1,608 1,627 571 Liability Insurance 3,324 458 470 12 103% (49) 697 787 (90) 113% 630 3,007 3,008 572 Self Funded Vision 0 0 0 0 N/A 0 0 0 0 N/A (4) 0 4
573 Fleet & Equipment Management 8,241 2,662 2,678 16 101% 2,406 3,527 2,361 1,166 67% 2,367 8,558 8,433 574 Facilities Management 366 1,516 1,528 11 101% 1,437 1,586 1,353 233 85% 1,305 540 (471) 575 Benefit Prefunding 1,313 755 749 (7) 99% 735 793 497 296 63% 802 1,565 1,168 775 Successor Agency Trust Fund1 - 0 0 0 N/A 0 0 0 N/A 0 0 0 Total Debt & Other 88,058 21,255 24,026 2,771 113% 16,458 30,525 22,183 7,244 73% 15,722 89,900 78,409 Total All Funds $180,681 $85,136 $62,827 ($22,309) 74% $56,712 $103,024 $62,190 $39,737 60% $49,388 $181,318 $164,150 Fund Types:

General Fund - Used to account for and report all financial resources not accounted for and reported in another fund.

Special Revenue Funds - Used to account for and report the proceeds of specific revenue sources that are restricted or committed to expenditure for specific purposes other than debt service or capital projects.

Capital Projects Funds - Used to account for and report financial resources that are restricted, committed, or assigned to expenditure for capital outlays, including the acquisition or construction of capital facilities and other capital assets.

Debt Service & Other Funds - Includes funds used to account for and report financial resources that are restricted, committed, or assigned to expenditure for principal and interest; funds used to finance and account for special activities and services performed by a designated department for other departments in the City on a cost reimbursement basis; and funds to account for operations financed and operated in a manner similar to a private business enterprise with the intent that the cost of providing goods and services is primarily financed through user charges; and funds used to account for assets held by the City as an agent.

Variance
Revenues Expenditures
Variance
City of Belmont
Fund Recap at a Glance
Results for the Period Ended December 31, 2024
(000's)
3 10
City of Belmont
Budget Variance Report
General Fund / All Other Funds
Results for the Period Ended December 31, 2024
(000's)
General Fund All Other Funds
Year to Date (YTD) Annual PY YTD Year to Date (YTD) Annual PY YTD Budget Actual Variance % Budget Actual Budget Actual Variance % Budget Actual

REVENUES
Taxes $11,863 $11,095 ($768) 94% a $23,725 $10,263 $11,274 $10,835 ($439) 96% a $22,549 $10,496 Licenses and permits 608 515 (93) 85% 1,215 433 1,193 1,700 507 143% 2,385 1,387 Intergovernmental 183 227 44 124% 366 243 6,616 1,453 (5,163) 22% d 13,233 4,866 Charge for services 2,159 2,208 49 102% 4,318 2,212 19,351 19,486 135 101% 38,702 18,152 Fines and forfeits 72 47 (25) 65% 144 63 - - - N/A - -
958 1,206 248 126% 1,917 1,810 2,667 3,280 613 123% 5,334 3,150 Miscellaneous 160 12 (148) 8% b 321 15 14 414 401 3035% 27 380 Other financing sources - - - N/A - - - 6 6 N/A - -
Operating transfers in 602 - (602) 0% c 1,205 - 27,415 10,341 (17,074) 38% c 54,830 3,241 Total Revenues 16,606 15,311 (1,295) 92% 33,212 15,040 68,530 47,516 (21,014) 69% 137,060 41,672

EXPENDITURES
General government 4,020 3,684 (336) 92% 8,040 3,221 4,520 4,314 (206) 95% 9,040 4,561 Public safety 8,043 7,607 (436) 95% 16,086 7,741 6,803 10,309 3,505 152% e 13,607 9,439 Streets and utilities - - - N/A 0 0 36,594 14,175 (22,419) 39% 73,188 10,260 Culture and recreation 1,455 1,438 (18) 99% 2,911 1,204 5,397 3,788 (1,609) 70% 10,794 3,517 Urban redevelopment - - - N/A 0 0 4,152 3,165 (987) 76% 8,304 2,441 Non departmental - - - N/A 0 0 1,035 151 (884) 15% 8,304 - Debt service 2,475 - (2,475) 0% 4,950 12 512 3,219 2,707 629% f (2,879) 3,752 Operating transfer out 15,994 12,728 (3,265) 80% 31,987 12,178 12,024 (2,387) (14,411) -20% 24,048 (8,937) Total Expenditures 31,987 25,457 (6,531) 80% 63,975 24,355 71,037 36,734 (34,303) 52% 144,404 25,033 ($15,381) ($10,146) $5,235 $0 ($30,763) ($9,315) ($2,507) $10,783 $13,289 $0 ($7,344) $16,639 Management Discussion and Analysis
(Items with unfavorable budget variance more than $0.1 million) General Fund
Revenues
Other Funds
Revenues
Other Funds
Expenditures
d) Intergovernmental - Grant revenue will be received and reported in a future reporting period. f) Debt service - The budget variance is primarily due the principal and interest payments for 2019 County Lease was made in December. e) Public Safety - Variance is primarily due to three quarterly payments (instead of two) for San Mateo Fire Fees were made as of 12/31/24.

Trends
Use of money and property
c) Operating Transfers In - Budgeted operating transfers are recorded at the end of the fiscal year based on actual results. b) Miscellaneous - The budget variance is primarily due to the timing of the annual Crystal Springs Uplands School (CSUS) Public Service Fee, which will be received in a future reporting period. a) Taxes - The budget variance is primarily due to the timing of sales tax receipts.

EXCESS OF REVENUES OVER/
(UNDER) EXPENDITURES
-$650
-$450
-$250
-$50
$150
$350
$550
$750
$950
Jul Aug Sep Oct Nov Dec
Thousands
Sales Taxes & TOT - Monthly Comparison
Sales Taxes FY 24 Sales Taxes FY 25 TOT FY 24 TOT FY 25 $0 $2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 Thousands
Major General Fund Taxes - 10-year Trends
Prop Tax Sales Taxes TOT
4 11
City of Belmont
Disbursements & Purchase Order Activity Report
Results for the Period Ended December 31, 2024
Vendor Description Date No. Amount
BEAR ELECTRICAL SOLUTIONS INC PROGRESS PAY 4 12/6/24 1205245 155,999.70 CALPERS COB/BFD HEALTH PREIMUM-DEC 12/5/24 DAJ000009443 226,582.89 CALPERS COB CONTRIBUTIONS PPE 12/13/24 12/13/24 DAJ000009444 135,334.25 CRAFTWATER ENGINEERING INC DETENTION BASIN THRU 10/31 12/20/24 EFT00037343 51,787.51 DISBURSEMENTS ADP WAGE PPE12/07/2024 12/13/24 1205324 514,572.25 DISBURSEMENTS ADP WAGE PPE12/07/2024 12/13/24 DAJ000009445 514,572.25 DISBURSEMENTS ADP PR TAX PPE 12/7/24 12/13/24 DAJ000009447 137,239.30 DISBURSEMENTS ADP WAGE PPE 12/21/24 12/27/24 DAJ000009448 484,000.46 DISBURSEMENTS ADP PR TAX 99E 12/21/24 12/27/24 DAJ000009450 112,155.80 EL MONTE RV 2023 FOREST RIVER 12/13/24 EFT00037293 55,137.96 GHILOTTI BROS INC PROGRESS PAY 7 12/20/24 EFT00037347 409,716.73 GOOD CITY COMPANY 1301 Shoreway October 12/13/24 EFT00037285 105,707.50 GOOD CITY COMPANY RC Zoning November 2024 12/20/24 EFT00037342 51,918.75 MID-PENINSULA WATER DISTRICT SEQUOIA WAY/17795 12/6/24 EFT00037258 190,356.76 MISSIONSQUARE C125-ACCT#302442 12/2/24 DAJ000009395 59,236.37 MISSIONSQUARE C125-ACCT#302442 12/16/24 DAJ000009398 57,138.45 MISSIONSQUARE C125-ACCT#302442 12/30/24 DAJ000009401 56,053.29 SAN MATEO CONSOLIDATED FIRE DEPARTMENT Q3 2024-25 SMC FIRE TRANSFER 12/6/24 EFT00037245 2,395,638.75 SAN MATEO COUNTY - HEALTH FY24/25 ANIMAL CONTROL COSTS 12/6/24 1205256 162,036.00 SILICON VALLEY CLEAN WATER JANUARY CONTRIBUTIONS 12/6/24 EFT00037239 399,366.00 Total Disbursements in Excess of $50,000 $ 6,274,550.97 Total Count 20
Vendor Description Date No. Amount
GHD INC RALSTON AVE CIRCULATION SA 12/18/24 25 00072 71,556.52 SCHAAF & WHEELER CONSULTING TO#5 SJ PUMP STATION REHAB 12/18/24 25 00074 499,305.00 BAMACOR, INC. FY25 CITY FACILITIES CLEAN 12/23/24 25 00075 103,330.00 Total Purchase Orders Issued in Excess of $50,000 $ 674,191.52 Total Count 3
Disbursements Amounts Equal to $50,000 and Above
Purchase Order Amounts Equal to $50,000 and Above
5 12
Beginning Balance Ending Balance
November 30, 2024 Receipts Disbursements December 31, 2024 City of Belmont $ 118,617,453.71 $ 20,903,244.92 $ (7,250,498.96) $ 132,270,199.67 Belmont Fire Protection District 19,633,545.77 8,336,401.40 (2,707,870.96) 25,262,076.21 Total $ 138,250,999.48 $ 29,239,646.32 $ (9,958,369.92) $ 157,532,275.88 -
Deposit Investments Pool Total
City of Belmont & Belmont Fire Protection District $ 6,998,251.58 $ 150,534,024.30 $ 157,532,275.88 -
Respectfully Submitted,
s/b Grace Castaneda
Grace Castaneda
City Treasurer
I certify that this report accurately reflects all investments of City of Belmont and Belmont Fire Protection District, and is in conformance with the adopted Investment Policy mandated by Government Code 53646. Furthermore, I certify to the best of my knowledge, sufficient investment liquidity and anticipated revenues are available to meet the Agency's budgeted expenditure requirement for the next six months.

CITY OF BELMONT

TREASURER'S REPORT
December 31, 2024
Balance Summary
Agency Receipts and Disbursements Summary
treasurer report 12-2024

Page 1 of 2 ends

13 Investment Type Issuer
Maturity
Date Par Amount Current Market Value Interest Total
Investment
Period Rate
Pricing
Source Manager
Deposit
General Account Wells Fargo $ 6,998,251.58 $ 6,998,251.58 Bank Bank Investments:

L.A.I.F.-POOL State of California Daily 145,434,514.84 145,734,267.59 537,380.53 90 days 4.434% LAIF LAIF L.A.I.F.-BONDS State of California Daily 5,099,509.46 5,110,019.98 18,842.69 90 days 4.434% LAIF LAIF Total $ 157,532,275.88 $ 157,842,539.15 $ 556,223.22
s/b Grace Castaneda
S/B John Violet
Investment Detail

CITY OF BELMONT

TREASURER'S REPORT
December 31, 2024
Dec-23 Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 LAIF-POOL 132,764,713 133,851,862 133,701,862 133,701,862 148,550,443 147,950,443 148,650,443 138,672,002 138,272,002 132,972,002 131,234,515 132,734,515 145,434,515 LAIF-BOND 5,691,783 5,758,836 5,758,836 5,758,836 5,820,355 5,520,355 5,520,355 5,584,201 5,288,201 5,288,201 5,099,509 5,099,509 5,099,509 INTEREST RATE 3.929% 4.012% 4.122% 4.232% 4.272% 4.332% 4.480% 4.516% 4.579% 4.575% 4.518% 4.477% 4.434%

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%

7.00%
$0
$20,000,000
$40,000,000
$60,000,000
$80,000,000
$100,000,000
$120,000,000
$140,000,000
$160,000,000
City of Belmont Investment Portfolio Trends

Page 2 of 2 ends

14 FISCAL YEAR 2024-25
MONTHLY FINANCIAL REPORT - JANUARY 31, 2025

HIGHLIGHTS

PERFORMANCE AT

A GLANCE REPORT
• General Fund balance increased
compared to prior YTD

FUND RECAP AT A GLANCE REPORT
Notable Fund Balance Increase compared to prior YTD:
•General Fund
•Belmont Fire Protection District
•Street Maintenance
• Sewer Collection System
• Facilities Management
Notable Fund Balance Decrease compared to prior YTD:
• Measure I
• Affordable Housing Successor

CASH DISBURSEMENTS &

PURCHASE ORDER

ACTIVITY REPORT
•Amounts equal to and above $50,000

BUDGET VARIANCE
REPORT
• Management Discussion & Analysis
• Tax Trends
This report contains financial information which has not been reviewed or audited by an independent auditor, does not reflect the application of generally accepted accounting principles in all instances and is subject to future revision. This report has not been prepared with a view to informing an investment decision in any of the City’s bonds, notes or other obligations. Any projections, plans or other forward-looking statements included in this report are subject to a variety of uncertainties that could cause any actual plans or results to differ materially from any such statement. The information herein is not intended to be used by investors or potential investors in considering the purchase or sale of the City’s bonds, notes or other obligations and investors and potential investors should rely only on information filed by the City on the Municipal Securities Rulemaking Board’s Electronic Municipal Market Access System for municipal securities disclosures and website, maintained on the World Wide Web at https://emma.msrb.org/ These financial reports are designed to provide a general overview of the City of Belmont’s interim finances. Questions concerning any information provided in 15 City of Belmont
Performance at a Glance
Results for the Period Ended January 31, 2025
(000's)
6/30/2015 2015 $9,049 Audited
6/30/2016 2016 $9,177 Audited
6/30/2017 2017 $11,128 Audited
6/30/2018 2018 $11,325 Audited
6/30/2019 2019 $14,846 Audited
6/30/2020 2020 $13,637 Audited
6/30/2021 2021 $13,398 Audited
6/30/2022 2022 $18,013 Audited
6/30/2023 2023 $26,586 Audited
6/30/2024 2024 $31,003 Audited
1/31/2025 2025 $33,947 Unaudited
* excludes Measure I
\ 0
Fund Balance - YTD Fund Deficits
As shown on the Fund Recap at a Glance (page 3) Recreation Fund has deficit fund balance and is expected to be eliminated in a future period.

The General Fund balance is $33.9 million, an increase of $2.9 million compared to the amount at the prior fiscal year-end. This is primarily due to the timing of the Prop Tax In-lieu of VLF and ERAF Refund receipts.

General Fund
General Fund Balance Trends*
$0 $20 $40 $60 $80 $100 $120 $140
Budget
Expenditures
Actual
Expenditures
Budget
Revenues
Actual
Revenues
All Funds Revenues & Expenditures
YTD Comparison (in millions)
30%
64%
1%3%2%
Capital Improvement Plan
Streets
Sewer
Technology
Recreational Facilities
$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000
$40,000
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
General Fund Balance Trend
(in million)
2 16
Audited Unaudited PY YTD
Fund Fund Balance YTD YTD PY YTD YTD YTD PY YTD Fund Balance Fund Balance Fund Name 06/30/24 Budget Actual (Under) % Actual Budget Actual Under % Actual 01/31/25 01/31/24 (1) (2) Over (3) (Over) (1)+(2)-(3)

GENERAL FUND
101 General $31,003 $19,374 $17,703 ($1,670) 91% $17,365 $18,659 $14,759 $3,900 79% $14,102 $ 33,947 29,448 102 Measure I 4,464 1,408 973 (436) 69% 1,064 4,940 3,205 1,735 65% 1,686 2,232 3,302

SPECIAL REVENUE FUNDS
205 Recreation 397 2,326 1,449 (877) 62% 1,329 2,383 2,248 135 94% 2,008 (402) (322) 206 Library Maintenance & Operation 777 199 172 (27) 86% 170 567 236 331 42% 221 713 796 207 Athletic Field Maintenance 391 96 129 33 135% 104 206 87 120 42% 62 434 376 208 City Tree 252 12 8 (3) 72% 28 79 25 54 32% 57 235 262 209 Senior Services Donation 96 6 9 3 151% 2 6 0 6 0% 0 105 94 210 Development Services 2,020 4,015 4,120 105 103% 4,138 4,201 3,826 375 91% 3,166 2,314 2,627 212 General Plan Maintenance 1,492 294 255 (39) 87% 313 829 610 218 74% 480 1,137 1,467 223 Belmont Fire Protection District 25,882 11,096 9,945 (1,151) 90% 10,001 8,085 10,243 (2,158) 127% 9,432 25,584 20,702 225 Police Grants and Donations 35 1 1 1 176% 5 5 0 5 0% 1 36 30 227 Supplemental Law Enforcement 71 102 149 47 146% 154 51 57 (6) 111% 71 164 72 231 Street Maintenance 1,365 1,563 956 (607) 61% 713 1,516 1,395 121 92% 1,411 926 (591) 232 RMRA Street Project 498 449 400 (49) 89% 351 843 296 547 35% 7 602 905 233 Measure W 2,295 286 223 (62) 78% 197 1,761 118 1,643 7% 0 2,401 1,976 234 Street Improvements 2,935 661 588 (74) 89% 753 2,028 409 1,619 20% 104 3,113 2,447 237 Traffic Impact 100 92 160 68 175% 2 0 0 0 N/A 0 260 98 239 Public Art 420 13 9 (4) 69% 7 6 0 6 0% 0 429 411
275 Affordable Housing Successor 6,056 132 124 (8) 94% 231 918 245 673 27% 148 5,935 9,543 277 Inclusionary Housing 3,254 113 202 89 179% 4 0 0 0 N/A 0 3,456 2,575 Total Special Revenue 48,336 21,454 18,899 (2,555) 88% 18,500 23,483 19,795 3,689 84% 17,168 47,440 43,470

CAPITAL PROJECT FUNDS
308 General Facilities 621 16 12 (4) 74% 13 346 16 330 5% 6 617 741 310 Infrastructure 2,290 51 46 (5) 91% 44 1,903 (172) 2,076 -9% 76 2,509 2,231 312 Comcast PEG Program 421 9 9 (0) 96% 7 70 0 70 0% 0 430 412 341 Planned Park 1,084 53 17 (36) 32% 28 408 337 72 82% 337 765 1,393 342 Park Impact 680 26 31 5 121% 24 387 19 368 5% 0 692 666 343 Open Space 104 2 2 (0) 86% 2 61 53 8 87% 0 53 99
399 Capital Improvement Projects 3,292 32,266 7,092 (25,174) 22% 7,168 34,325 7,418 26,907 22% 3,504 2,966 3,659 704 Special Assessment Districts 328 7 7 (0) 96% 6 0 0 N/A 0 335 321 Total Capital Projects 8,820 32,431 7,216 (25,214) 22% 7,292 37,500 7,671 29,830 20% 3,922 8,366 9,521

DEBT SERVICE & OTHER FUNDS
406 Library Bond Debt Service 320 406 354 (53) 87% 348 398 657 (260) 165% 646 16 99 501-505 Sewer Collection System 40,307 13,998 14,859 861 106% 8,524 21,804 14,683 7,121 67% 7,384 40,483 33,998 507 Sewer Treatment 28,834 1,930 1,936 6 100% 1,647 3,135 3,338 (203) 106% 2,670 27,432 26,919 525 Storm Drainage Enterprise 1,406 1,222 675 (548) 55% 633 1,720 980 740 57% 1,165 1,100 1,744 530 Solid Waste Management 2,110 402 371 (31) 92% 323 355 316 39 89% 306 2,166 1,880 570 Worker's Compensation 1,837 549 595 46 108% 614 497 758 (261) 152% 691 1,674 1,627 571 Liability Insurance 3,324 534 552 18 103% 18 813 866 (53) 107% 645 3,011 3,008 572 Self Funded Vision 0 0 0 0 N/A 0 0 0 0 N/A (4) 0 4
573 Fleet & Equipment Management 8,241 3,106 3,099 (7) 100% 2,797 4,115 2,749 1,366 67% 2,768 8,591 8,433 574 Facilities Management 366 1,769 1,823 54 103% 1,687 1,851 1,518 332 82% 1,527 671 (471) 575 Benefit Prefunding 1,313 881 859 (22) 98% 845 925 579 346 63% 956 1,593 1,168 775 Successor Agency Trust Fund1 - 0 0 0 N/A 0 0 0 N/A 0 0 0 Total Debt & Other 88,058 24,797 25,123 325 101% 17,435 35,612 26,444 8,430 74% 18,752 86,737 78,409 Total All Funds $180,681 $99,464 $69,914 ($29,550) 70% $61,656 $120,195 $71,873 $47,583 60% $55,631 $178,722 $164,150 Fund Types:

Variance
City of Belmont
Fund Recap at a Glance
Results for the Period Ended January 31, 2025
(000's)
General Fund - Used to account for and report all financial resources not accounted for and reported in another fund.

Variance
Revenues Expenditures
3 17
City of Belmont
Budget Variance Report
General Fund / All Other Funds
Results for the Period Ended January 31, 2025
(000's)
General Fund All Other Funds
Year to Date (YTD) Annual PY YTD Year to Date (YTD) Annual PY YTD Budget Actual Variance % Budget Actual Budget Actual Variance % Budget Actual

REVENUES
Taxes $13,840 $12,988 ($851) 94% a $23,725 $12,080 $13,153 $11,175 ($1,978) 85% a $22,549 $10,923 Licenses and permits 709 552 (157) 78% b 1,215 537 1,391 1,938 547 139% 2,385 1,623 Intergovernmental 214 256 43 120% 366 267 7,719 1,645 (6,074) 21% d 13,233 5,138 Charge for services 2,519 2,467 (52) 98% 4,318 2,512 22,576 21,384 (1,192) 95% e 38,702 19,741 Fines and forfeits 84 55 (29) 65% 144 ‐ 78 ‐ ‐ N/A ‐ ‐ 1,118 1,263 145 113% 1,917 1,866 3,112 3,319 207 107% 5,334 3,191 Miscellaneous 187 123 (65) 65% 321 25 16 475 459 2982% 27 386 Other financing sources ‐ ‐ ‐ N/A ‐ ‐ ‐ 6 6 N/A ‐ 13 Operating transfers in 703 ‐ (703) 0% c ‐ 1,205 32,123 12,268 (19,854) 38% c 55,068 3,277 Total Revenues 19,374 17,703 (1,670) 91% 33,212 17,365 80,090 52,211 (27,880) 65% 137,298 44,291

EXPENDITURES
General government 4,690 4,275 (415) 91% 8,040 3,745 5,273 4,871 (402) 92% 9,040 5,070 Public safety 9,384 8,842 (542) 94% 16,086 8,965 7,937 10,352 2,415 130% f 13,607 9,480 Streets and utilities ‐ ‐ ‐ N/A 0 0 42,693 16,877 (25,815) 40% 73,188 11,526 Culture and recreation 1,698 1,642 (56) 97% 2,911 1,380 6,297 4,298 (1,999) 68% 10,794 4,163 Urban redevelopment ‐ ‐ ‐ N/A 0 0 4,844 3,734 (1,110) 77% 8,304 2,863 Non departmental ‐ ‐ ‐ N/A 0 0 1,208 152 (1,056) 13% 8,304 ‐ Debt service 2,888 ‐ (2,888) 0% 4,950 12 597 4,561 3,964 764% g (2,879) 5,150 Operating transfer out 18,659 14,759 (3,900) 79% 31,987 14,102 14,028 (2,491) ‐ (16,519) 18% 24,048 (10,826) Total Expenditures 37,319 29,518 (7,800) 79% 63,975 28,205 82,876 42,355 (40,521) 51% 144,404 27,427 ($17,945) ($11,815) $6,130 $0 ($30,763) ($10,840) ($2,786) $9,856 $12,642 $0 ($7,107) $16,865 Management Discussion and Analysis
(Items with unfavorable budget variance more than $0.1 million) General Fund
Revenues
Other Funds
Revenues
Other Funds
Expenditures
d) Intergovernmental ‐ Grant revenue will be received and reported in a future reporting period. g) Debt service ‐ The budget variance is primarily due to the interest payments for library and sewer bonds that were made in January. f) Public Safety ‐ The budget variance is primarily due to three quarterly payments for San Mateo Fire Fees that were made as of January.

Trends
e) Charge for Services ‐ The Sewer User Fee (Collection & Treatment) is included as part of the City's Property Tax bill to be received semi‐annually, typically in December and April.The budget variance is primarily due to the timing of the sewer user fee receipts.

Use of money and property
c) Operating Transfers In ‐ Budgeted operating transfers are recorded at the end of the fiscal year based on actual results. b) Licenses and permits ‐ The budget variance is primarily due to the new business license tax structure that became effective in January, with an extension of the tax filing period in this implementation year that impacts timing of receipts.
a) Taxes ‐ The budget variance is primarily due to the timing of semi‐annual property tax receipts received in December and April.

EXCESS OF REVENUES OVER/
(UNDER) EXPENDITURES
‐$650
‐$450
‐$250
‐$50
$150
$350
$550
$750
$950
Jul Aug Sep Oct Nov Dec Jan
Thousands
Sales Taxes & TOT ‐ Monthly Comparison
Sales Taxes FY 24 Sales Taxes FY 25 TOT FY 24 TOT FY 25 $0 $2,000
$4,000
$6,000
$8,000
$10,000
$12,000
$14,000
FY 15 FY 16 FY 17 FY 18 FY 19 FY 20 FY 21 FY 22 FY 23 FY 24 Thousands
Major General Fund Taxes ‐ 10‐year Trends
Prop Tax Sales Taxes TOT
4 18
City of Belmont
Disbursements & Purchase Order Activity Report
Results for the Period Ended January 31, 2025
Vendor Description Date No. Amount
BNY 2004A DEBIT SERVICES 1/22/25 DAJ000009490 91,475.17 BNY 2016 SEWER REFUND DEBT SERVICE 1/22/25 DAJ000009491 87,597.74 BNY 2016 SEWER REV DEBT SERVICE 1/22/25 DAJ000009492 245,093.14 BNY 2018 SEWER REV DEBT SERVICE 1/22/25 DAJ000009493 481,740.76 BNY 2019 SEWER REV DEBT SERVICE 1/22/25 DAJ000009494 393,248.77 C2R ENGINEERING INC PROGRESS PAY 3 1/17/25 1205327 594,282.72 CALPERS COB CONTRIBUTION PPE 122724 1/6/25 DAJ000009483 127,175.74 CALPERS PERS HEALTH PREMIUM-JAN 1/7/25 DAJ000009484 229,081.53 CALPERS COB CONTRIBUTION PPE 01/10/25 1/10/25 DAJ000009485 141,791.63 CALPERS COB CONTRIBUTION PPE 01/24/25 1/29/25 DAJ000009487 142,262.48 CP VII 815 BELMONT LLC HILLER PUMP STATION UPGRADES 1/10/25 EFT00037478 520,410.19 CSG CONSULTANTS, INC. Building Plan Review 1/10/25 EFT00037502 88,461.05 DISBURSEMENTS ADP WAGE PPE 010425 1/10/25 DAJ000009496 476,327.74 DISBURSEMENTS ADP PR TAX PPE 010425 1/10/25 DAJ000009498 107,921.46 DISBURSEMENTS ADP WAGE PPE 01/18/2025 1/24/25 DAJ000009499 491,614.56 DISBURSEMENTS ADP PR TAX PPE 011825 1/24/25 DAJ000009501 109,158.33 EATON & ASSOCIATES Receivings Transaction Entry 1/10/25 EFT00037481 51,577.50 MISSIONSQUARE DEF COMP ACCT#302442 1/13/25 DAJ000009477 57,219.33 MISSIONSQUARE DEF COMP ACCT#302442 1/27/25 DAJ000009480 56,250.77 MNS ENGINEERS INC TO 9 HILLER STREET THRU 10/31 1/10/25 EFT00037467 62,725.49 SILICON VALLEY CLEAN WATER SOURCE CONTROL THRU 9/2024 1/10/25 EFT00037457 406,545.16 Total Disbursements in Excess of $50,000 $ 4,961,961.26 Total Count 21
Vendor Description Date No. Amount
ATLAS TREE SERVICE INC TPP CREEK RESTORATION 1/27/25 25 00089 271,000.00 Total Purchase Orders Issued in Excess of $50,000 $ 271,000.00 Total Count 1
Disbursements Amounts Equal to $50,000 and Above
Purchase Order Amounts Equal to $50,000 and Above
5 19
Beginning Balance Ending Balance
December 31, 2024 Receipts Disbursements January 31, 2025 City of Belmont $ 132,270,199.67 $ 13,817,545.31 $ (14,957,661.37) $ 131,130,083.61 Belmont Fire Protection District 25,262,076.21 337,814.96 (34,863.36) 25,565,027.81 Total $ 157,532,275.88 $ 14,155,360.27 $ (14,992,524.73) $ 156,695,111.42 -
Deposit Investments Pool Total
City of Belmont & Belmont Fire Protection District $ 2,545,379.89 $ 154,149,731.53 $ 156,695,111.42 -
Respectfully Submitted,
s/b Grace Castaneda
Grace Castaneda
City Treasurer
I certify that this report accurately reflects all investments of City of Belmont and Belmont Fire Protection District, and is in conformance with the adopted Investment Policy mandated by Government Code 53646. Furthermore, I certify to the best of my knowledge, sufficient investment liquidity and anticipated revenues are available to meet the Agency's budgeted expenditure requirement for the next six months.

CITY OF BELMONT

TREASURER'S REPORT
January 31, 2025
Balance Summary
Agency Receipts and Disbursements Summary
treasurer report 01-2025

Page 1 of 2 ends

20 Investment Type Issuer
Maturity
Date Par Amount Current Market Value Interest Total
Investment
Period Rate
Pricing
Source Manager
Deposit
General Account Wells Fargo $ 2,545,379.89 $ 2,545,379.89 Bank Bank Investments:

L.A.I.F.-POOL State of California Daily 148,989,575.74 148,933,255.45 542,073.74 90 days 4.366% LAIF LAIF L.A.I.F.-BONDS State of California Daily 5,160,155.79 5,158,205.17 18,774.37 90 days 4.366% LAIF LAIF Total $ 156,695,111.42 $ 156,636,840.51 $ 560,848.11
s/b Grace Castaneda
S/B John Violet
Investment Detail

CITY OF BELMONT

TREASURER'S REPORT
January 31, 2025
Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 LAIF-POOL 133,851,862 133,701,862 133,701,862 148,550,443 147,950,443 148,650,443 138,672,002 138,272,002 132,972,002 131,234,515 132,734,515 145,434,515 148,989,576 LAIF-BOND 5,758,836 5,758,836 5,758,836 5,820,355 5,520,355 5,520,355 5,584,201 5,288,201 5,288,201 5,160,156 5,099,509 5,099,509 5,160,156 INTEREST RATE 4.012% 4.122% 4.232% 4.272% 4.332% 4.480% 4.516% 4.579% 4.575% 4.518% 4.477% 4.434% 4.366%

0.00%

1.00%

2.00%

3.00%

4.00%

5.00%

6.00%

7.00%
$0
$20,000,000
$40,000,000
$60,000,000
$80,000,000
$100,000,000
$120,000,000
$140,000,000
$160,000,000
City of Belmont Investment Portfolio Trends

Page 2 of 2 ends

Page 1 of 3 ends

ORDINANCE NO. ______

AN UNCODIFIED ORDINANCE OF THE CITY OF BELMONT ESTABLISHING A

PUBLIC, EDUCATIONAL, AND GOVERNMENTAL ACCESS (PEG) FEE TO

SUPPORT PEG CHANNEL FACILITIES
THE CITY COUNCIL OF THE CITY OF BELMONT DOES ORDAIN AS FOLLOWS:

SECTION 1. LEGISLATIVE FINDINGS
The City Council finds as follows.
(a) California Public Utility Code (PUC) Section 5870, subdivision (n) authorizes a local public agency to require the holder of a state franchise under the Digital Infrastructure and Video Competition Act of 2006 to a pay a fee not exceed 1 percent of the holder’s gross revenue as defined in PUC Section 5860 to support public, educational, and governmental access (PEG) channel facilities.
(b) On January 17, 2017, the State of California Public Utilities Commission (CPUC) issued a state franchise (California Video Franchise Certificate Number 0002) to Pacific Bell Telephone Company dba SBC Pacific Bell Telephone Company dba AT&T California to provide video service in the City of Belmont. The franchise effective date was March 30, 2017 and the expiration date March 30, 2027.
(c) On November 1, 2017, the CPUC issued a state franchise (California Video Franchise Certificate Number 0021) to Comcast of California IX, Inc. and Comcast of California/Colorado/Florida/Oregon, Inc. (“Comcast”). The franchise effective date was January 2, 2018 and the expiration date January 2, 2028.
(d) On November 20, 2020, the CPUC issued an amendment to Franchise Certificate Number 0021 giving Comcast Cable Communications Management, LLC dba Comcast the right to offer video service in Belmont.
(e) On June 15, 2021, the CPUC approved an application by AT&T California to transfer its state video franchise (California Video Franchise Certificate Number 0002) to DIRECTV, LLC, dba DIRECTV.

SECTION 2. DEFINITIONS
Unless the term is specifically defined in this ordinance or the contrary is stated or clearly appears from the context, the definitions in the Digital Infrastructure and Video Competition Act of 2006, as codified in Public Utility Code Division 2.5 and as may be amended, govern the interpretation of this ordinance.

SECTION 3. STATE FRANCHISE FEE
In accordance with Public Utility Code Section 5840, subdivision (q) and Section 5860, a state franchise holder authorized and operating within the boundaries of the city must pay to the city a franchise fee equal to 5 percent of franchise holder’s gross revenue. 22

Page 2 of 3 ends

SECTION 4. STATE PEG FEE
(a) In accordance with Public Utility Code Section 5870, subdivision (n), a state franchise holder authorized and operating within the boundaries of the city must pay a fee of 1 percent of the holder’s gross revenue to the city to support PEG channel facilities. (b) PEG fees may only be used to support PEG channel facilities consistent with federal law. The city treasurer is directed to maintain PEG fees in a separate account from franchise fees. (c) The obligation in subsection (a) expires, and may be reauthorized by the City Council, upon the expiration of the holder’s state franchise.

SECTION 5. COMPLIANCE WITH STANDARDS
(a) A state franchise holder must comply with all applicable state and federal customer service and protection standards pertaining to the provision of video service as provided in Public Utility Code Section 5900.
(b) In accordance with Public Utility Code Section 5900, subdivision (d), a material breach by a state franchise holder of the standards required by Public Utility Code Section 5900 is subject to local penalties as provided in this ordinance section.
(c) If the enforcement authority determines that a state franchise holder has materially breached applicable customer service and protection standards, the enforcement authority must give notice to the franchise holder and allow the franchise holder 30 days from receipt of the notice to remedy the specified material breach before issuing monetary penalties under this section. Notice served by regular mail is deemed received after five calendar days. (d) Material breaches not remedied within the 30 days of receipt of notice are subject to the following monetary penalties as may be imposed by the enforcement authority in accordance with state law. A monetary penalty may not be assessed for a material breach if it is out of the reasonable control of the holder.
(1) A monetary penalty of $500.00 for each day of each material breach, not to exceed $1,500 for each occurrence of a material breach.
(2) If a material breach of this section has occurred, and the enforcement authority provided notice and a fine or penalty has been assessed, and if a subsequent material breach of the same nature occurs within 12 months, a monetary penalty of $1,000 for each day of each material breach, not to exceed $3,000 for each occurrence of the material breach. (3) If a third or further material breach of the same nature occurs within those same 12 months described in (d)(2), and the enforcement authority has provided notice and a fine or penalty has been assessed, the penalties may be increased to a maximum of $2,500 for each day of each material breach, not to exceed $7,500 for each occurrence of the material breach.

SECTION 6. EFFECTIVE DATE.

This Ordinance takes effect and will be enforced 30 days after its adoption. 23

Page 3 of 3 ends

* * *
The City Council of the City of Belmont, California introduced the foregoing ordinance, on February 25, 2025 and adopted the ordinance at a regular meeting held on March 11, 2025 by the following vote:

Ayes:

Noes:

Absent:

Abstain:

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
24

Page 1 of 2 ends

San Juan Pump Station Slope Repair - MIG Task Order 1, Amendment 3 - Staff Report

STAFF REPORT
Meeting Date: March 11, 2025
Agency: City of Belmont
Staff Contact: Brian Nguyen, Public Works, [email protected], (650)637-2998 Agenda Title: Amendment 3 to MIG Task Order 1 - CCN 579 – San Juan Pump Station Slope Repair Project
Agenda Action: Motion
Recommendation
Approve a motion authorizing the City Manager to negotiate and execute Amendment 3 to Task Order 1 with Moore Iacofano Goltsman, Inc. (MIG) to provide environmental monitoring and reporting services for the San Juan Pump Station Slope Repair Project for an additional amount of $6,496, for a total contract cost of a not-to-exceed amount of $101,366.

Strategic Focus Area
Infrastructure and Mobility
Background
In February 2019, during a period of prolonged and intense rainfall, 1,200 square feet of the East Laurel Creek bank below the San Juan Pump Station failed. The bank became saturated and one tree that was helping to stabilize the slope was uprooted. The slope has been tarped since the incident to avoid further slippage. The creek bank adjacent to the pump station is steeply sloped along the edge of the pump station.

The San Juan Pump Station Bank Stabilization Project (Project) involved the installation of a retaining wall and native plant revegetation to stabilize the failed bank below the San Juan Pump Station. The work was required to ensure the protection of the pump station above. Construction began on June 19, 2023, and was substantially completed on July 31, 2023.

Atlas and MIG developed the plans and specifications for the project. The project received permits from the United States Army Corps of Engineers (USACE; Section 404 Nationwide Permit), a California Department of Fish and Wildlife (CDFW) Lake and Streambed Alteration Agreement (LSAA), and Section 401 Water Quality Certification from the California Regional Water Quality Control Board (RWQCB).

Consistent with the project’s Measure 3.1 of the CDFW LSAA, the native plant revegetation area shall be monitored and maintained for up to 10 years. MIG completed the first year of monitoring in 2024. In accordance with the Habitat Mitigation and Monitoring Plan (HMMP) and the project permits, an approved biologist will conduct the second year of monitoring to document plant survival, vegetation cover, and bank stability in the restoration area, and document the success of the revegetation. Per the HMMP, the biologist will conduct the site visits on a quarterly basis in March, May, August, and 25

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San Juan Pump Station Slope Repair - MIG Task Order 1, Amendment 3 - Staff Report November in 2025.

Analysis
At the request of staff, MIG, Inc. provided a proposal (Attachment A) for environmental services for the second year of Annual Reporting for the San Juan Pump Station Slope Repair Project. The scope of work includes documentation and reporting of the following major items:
• A description of revegetation.
• Methods used to assess revegetation success.
• The results of the monitoring.
• An assessment of the progress made towards achievement of the success criteria, and recommendations of any contingency measures that may be necessary or prudent • Photo-documentation will also be included in each report. • Final report to be submitted to CDFW and RWQCB by December 31, 2025.

The proposal will be included in Amendment 3 of the Task Order with MIG. This task order amendment does not include scope for succeeding years of required mitigation monitoring (Years 3, 5, 7, and 10).

Scope for additional mitigation monitoring shall be provided before the subsequent required year monitoring upon the City’s request.

Alternatives

1. Take no action.

2. Refer back to staff for more information.

Attachments
A. Proposal
Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed:

The task order amendment for an additional amount of $6,496, for a total contract cost of a not-to-exceed amount of $101,366, has been budgeted in the Capital Improvement Program (CIP) Pump Station Rehabilitation Project 7036, funded by the Sewer Collections Fund (Account 399-3-730-7036-8331).

Source: Purpose: Public Outreach:

Staff Statutory/Contractual Requirement Posting of Agenda 26 Date: December 4, 2024
Prepared For: Brian Nguyen
City of Belmont
1 Twin Pines Lane
Belmont, CA 94002
[email protected]
Re: Belmont Pump Station Project - Scope of Work for Biological Monitoring Services (MIG Proposal No. 46374.08)
Dear Brian Nguyen:

MIG is pleased to provide this scope of work for biological consulting services for continued restoration monitoring for the San Juan Pump Station Bank Stabilization Project. This scope includes support for the second year of the required annual monitoring and reporting, required by the project’s California Department of Fish and Wildlife (CDFW) LSAA and Regional Water Quality Control Board (RWQCB) 401 Certification.

Project Understanding
The San Juan Pump Station Bank Stabilization Project (Project) involved the installation of a retaining wall and native plant revegetation to stabilize the failed bank below the San Juan Pump Station. The bank failed in 2019 and work was required to ensure the protection of the pump station above. The project received permits from the United States Army Corps of Engineers (USACE; Section 404 Nationwide Permit), a California Department of Fish and Wildlife (CDFW) Lake and Streambed Alteration Agreement (LSAA), and Section 401 Water Quality Certification from the California Regional Water Quality Control Board (RWQCB).

The project was initiated on June 19, 2023, and was completed on July 21, 2023.

Scope of Work
This scope of work is for professional environmental consulting services to provide restoration monitoring as described below.

Task 1. Conduct Year 2 Post-Construction Mitigation Monitoring Consistent with the project’s Measure 3.1 of the CDFW LSAA, the native plant revegetation area shall be monitored and maintained for up to 10 years. MIG completed the first year of monitoring in 2024. In accordance with the HMMP and the project permits, an approved MIG biologist will conduct the second year of monitoring to document plant survival, vegetation cover, and bank stability in the restoration area. During these visits, the biologist will also take current photos from the established photo point locations to document the success of the revegetation. Per the HMMP, the biologist will conduct the site visits on a quarterly basis in February, May, August, and November in 2025.
27 San Juan Pump Station Bank Stabilization Project
Scope of Work Biological Monitoring
December 4, 2024
MIG, Inc. 2
Task 2. Prepare Annual Monitoring Report
Per Measure 4.2 of the LSAA and Measure 15 of the RWQCB 401 Certification, an Annual Monitoring Report shall be prepared after each monitoring year beginning in the second year after completion of the mitigation. This task includes the preparation of the second annual report (Year 2) for the project. The Year 2 Annual Monitoring Report will include a description of revegetation, methods used to assess revegetation success, the results of the monitoring, an assessment of the progress made towards achievement of the success criteria, and recommendations of any contingency measures that may be necessary or prudent. Recent photo-documentation will also be included in each report. We will provide a draft of the report to the City in October 2025 for review and will submit a final report to CDFW and RWQB by December 31, 2025.

This task does not include scope for succeeding years of required mitigation monitoring (Years 3, 5, 7, and 10). Scope for additional mitigation monitoring can be provided on an annual basis upon the City’s request.

Task 3. Administration and Quality Control
This task includes time for internal project coordination, client communications related to the project scope, general project management, invoice preparation and review, and senior review of the draft and final reports.

Assumptions
This scope of work, schedule, and budget includes the following assumptions. If these assumptions are not met, we may determine that a budget amendment and/or changes to the schedule are necessary:
 Additional Years of Monitoring. This task does not include mitigation monitoring in Years 3, 5, 7, and 10. Scope for additional mitigation monitoring can be provided on an annual basis upon the City’s request. MIG will coordinate with the City near the end of 2025 to determine if the City would like MIG to complete the next year of monitoring.  Mitigation Plantings. MIG will not be responsible for the installation or replacement of any restoration plantings.
 Site Access. This scope of work assumes that the client will assure reasonable access to the project site.
 Expense Estimates. All expense estimates are typical estimates; actual expenses are billed at cost. All MIG work products will be provided in electronic format.  Task Budgets. MIG reserves the right to shift funds between tasks to balance the budget, with client approval.
28 San Juan Pump Station Bank Stabilization Project
Scope of Work Biological Monitoring
December 4, 2024
MIG, Inc. 3
Cost Estimate
Table 1. Cost Estimate for Biological Surveys for the San Juan Pump Station Bank Stabilization Project
Tasks Total Staff Hours Total Budget

1. Year 2 Post-Construction Mitigation
Monitoring 18 $3,150

2. Annual Monitoring Report 16 $2,280

3. Administration and Quality Control 6 $885
Staff Labor Subtotal $6,135
Expenses
Mileage -- $181
TOTAL BUDGET ESTIMATE $6,496
The budget for the post-construction mitigation monitoring is summarized in the Table below, based on our understanding of the project and our assumptions. If unforeseen conditions are encountered, or if we experience delays or circumstances beyond our control, we will notify you immediately to discuss modifications to the scope of services and/or project fees. This is an estimate; we will bill only the time and expenses spent. We will not exceed this amount without prior approval from you, and any future request for additional funds will be substantiated with a written explanation of tasks and estimated budget.

If you have any questions regarding this proposal, or if we may be of further service, please contact us at your convenience ([email protected]; 408-204-6602). Thank you for your consideration.

Sincerely,
Kim Briones
Senior Biologist
29 STAFF REPORT
Meeting Date: March 11, 2025
Agency: City of Belmont
Staff Contact: Nisha Patel, Public Works Director, (650)595-7459, [email protected] Agenda Title: Vac-Con Purchase
Agenda Action: Motion
Recommendation
Motion authorizing the City Manager to negotiate and execute an agreement to purchase a Vac-Con in the amount of $667,167.19 from Vac-Con Inc. through Municipal Maintenance Equipment.

Strategic Focus Area
Infrastructure and Mobility
Background
The sewer division of the Public Works Department – Operations and Maintenance currently has two (2) combination trucks in the fleet to perform various sanitary sewer and storm drain cleaning functions in the City. A combination truck uses high pressure water to clean sanitary sewer and storm drain lines while also vacuuming up debris (ie. fats, oil, grease, and rags) that might be present. The current units operate on a single engine in the front of the vehicle which is very noisy for both the operator and the public. One of the combination trucks is 9 years old, the other is 17 years old. These units typically have a useful life of 15 years.

Analysis
The combination truck purchased in 2008 is past its useful life requiring ever increasing maintenance costs. To address some of the safety and environmental issues concerning the use of this truck, Public Works staff evaluated options for its replacement. Staff obtained a quote for replacement of the truck with a Vac-Con V312HE/1300 twin engine mounted on a new 2026 International truck chassis from Vac-Con Inc. through Municipal Maintenance Equipment (MME) in the amount of $667,167.19, which is under a Sourcewell contract. Sourcewell is a government agency that provides cooperative purchasing solutions to public sector entities such as cities, counties, schools, and non-profits. It streamlines the procurement process by offering competitively solicited contracts for a wide range of goods and services, including vehicles, equipment, technology, and professional services.

The new Vac-Con truck meets the operational needs of the Department and provides additional safety features by allowing staff to stay out of the roadway while operating the machinery. Also, and it is based on a two-engine concept – a smaller V8 engine to operate the cleaning mechanism while the larger diesel engine powers the vehicle driving on the roadway. This creates less noise and pollution than a single engine vehicle.

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Vac-Con Purchase - Staff Report
30

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Vac-Con Purchase - Staff Report
The replacement vehicle was budgeted in the current fiscal year 2024-25. The quote the City received to purchase the Vac-Con from MME is for an amount of $667,167.19 including delivery and on-site training.

The MME quote, as part of a cooperative purchasing contract, will also take the 2008 truck as a trade-in for $41,500.00 towards the purchase of the Vac-Con. MME is honoring their January 30, 2025 price if the purchase is approved by the City Council on March 11, 2025, and the purchase order is issued to them soon after then.

Alternatives

1. Take No Action

2. Refer back to staff for more information
Attachments
A. MME quote
Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed: Budget available in Fleet and Equipment Maintenance Fund (Account No. 573-0-000-9041)
Source: Purpose: Public Outreach:

Staff Discretionary Action Posting of Agenda
31 32
33 34
35

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Fire House Townhouse Project Acceptance - Staff Report

STAFF REPORT
Meeting Date: March 11, 2025
Agency: City of Belmont
Staff Contact: Gilbert Yau, Public Works, (650) 595-7400, [email protected] Agenda Title: Public Improvements Acceptance - Firehouse Square Townhouse Project (1300 El Camino Real)
Agenda Action: Resolution
Recommendation
Adopt a resolution accepting the public improvements for the Firehouse Square Townhouse Project at 1300 El Camino Real as completed and complying with the City’s approved plans, authorize the release of the subdivision improvement bond and accept a maintenance and warranty bond for the required oneyear warranty period.

Strategic Focus Area
Infrastructure and Mobility
Background
On October 22, 2019, the City Council adopted Resolution No. 2019-106, approving the tentative map for the Firehouse Square Project. The subdivision project is comprised of two components: a mixed-use project consisting of 65 affordable rental apartment units, a manager's unit, and 3,748 square feet (SF) of commercial space; and a second for-sale market-rate 15-unit townhome component. The project is in the Belmont Village Specific Plan (BVSP) and is subject to its requirements.

On June 23, 2020, the Council adopted a resolution approving the final subdivision map, subdivision improvement agreement, and maintenance agreement for the development. The developers for these affordable apartment housing and the townhomes projects are MP Firehouse Square Associates, L.P. and Firehouse Square LLC, respectively.

The developers have entered into subdivision improvement agreements with bonds to guarantee the completion of all public improvements related to the project. MP Firehouse Square Associates, L.P. has completed all off-site improvements fronting their parcel, including joint trench utilities on Civic Lane and sewer connections at El Camino Real/O'Neill Avenue. The apartment project was accepted by the Council on April 18, 2023. The other improvements fronting the townhouse project are the responsibility of Belmont Firehouse Square LLC to construct and are now completed.

Analysis
Firehouse Square LLC has entered into a maintenance agreement with the City requiring them to maintain improvements along the frontage and within the development. The agreement provides for the adequate 36

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Fire House Townhouse Project Acceptance - Staff Report
maintenance of the exterior portions of the property visible from the public street. It requires the common areas to be maintained in good condition and always repaired. Additional features to be privately maintained include but are not limited to stormwater treatment areas, landscaping, parking areas, lighting, retaining walls, private walkways, building exteriors, street trees, sidewalks, curbs and gutter, and driveways along the property frontage to ensure that the property remains in clean and superior condition following approved plans, rules and regulations and applicable laws. The development dedicated public utility easements, and a public storm drainage easement to the City when the subdivision map was approved. The easements allowed the installation of the electrical, gas, storm, and other utilities for this development.

Firehouse Square LLC has completed construction of the public improvements and is requesting that the City Council accept the improvements and release the security bonds following the terms of their Subdivision Improvement Agreement. On behalf of the City Engineer, the City's Public Works Inspectors have inspected the works of improvement and found them to follow the City's approved plans and specifications. They recommend that the City Council accept the improvements and release the security bonds. The 10% Maintenance and Warranty bonds will be held by the City and released following the expiration of the one-year warranty period and confirmation by the City Engineer that no claims of defective improvements have been received.

Alternatives

1. Take no action.

2. Refer back to staff for further action.

Attachments
A. Resolution
Fiscal Impact
☒ No Fiscal Impact
☐ Funding Source Confirmed:

Source: Purpose: Public Outreach:

Staff Statutory/Contractual Requirement Posting of Agenda 37

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RESOLUTION NO. 2025 –

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BELMONT

ACCEPTING THE DEVELOPMENT PUBLIC IMPROVEMENTS AS COMPLETED

AND COMPLYING WITH CITY APPROVED PLANS, AUTHORIZE THE RELEASE

OF SUBDIVISION IMPROVEMENT BOND, AND ACCEPT A MAINTENANCE AND WARRANTY BOND FOR THE FIREHOUSE SQUARE 15-UNITS TOWNHOMES AT 1300 EL CAMINO REAL
WHEREAS, on May 10, 2022, the Council adopted a resolution approving the Final Subdivision Map, Subdivision Improvement Agreement, and Maintenance Agreement for the Firehouse Square 15-units townhomes at 1300 El Camino Real; and, WHEREAS, the developer for the 15-units townhomes is Firehouse Square LLC.; and, WHEREAS, the developer has entered into a Subdivision Improvement Agreement with bonds to guarantee the completion of all public improvements related to the project; and, WHEREAS, the developer has entered into a Maintenance Agreement with the City requiring them to maintain improvements along the frontage and within the development; and, WHEREAS, the developer has completed construction of the public improvements and is requesting the City Council accept the improvements and release the security bonds; and, WHEREAS, on behalf of the City Engineer, the City's Public Works Inspectors inspected the improvements and found them to follow the City approved plans and specifications.

NOW, THEREFORE, the City Council of the City of Belmont resolves as follows:

SECTION 1. Accept the development public improvements as completed and complying with the City approved plans.

SECTION 2. Authorize the release of subdivision improvement bond.

SECTION 3. Accept a maintenance and warranty bond for the required one-year warranty period.

SECTION 4. The maintenance and warranty bond shall be released following expiration of the one-year warranty period, and confirmation by the City Engineer that no claims of defective improvements have been received.
* * *
38

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ADOPTED March 11, 2025 by the City of Belmont City Council by the following vote:

Ayes:

Noes:

Absent:

Abstain:

ATTEST:

City Clerk Mayor
APPROVED AS TO FORM:

City Attorney
39

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Legislative Advocacy Jan 2024 Update Legislative Platform Update 2025 Staff Report

STAFF REPORT
Meeting Date: March 11, 2025
Agency: City of Belmont
Staff Contact: Afshin Oskoui, City Manager, (650) 595-7410, [email protected] Agenda Title: State Legislative Advocacy for the City of Belmont - 2025 Update Agenda Action: Motion
Recommendation
Motion to reaffirm Belmont’s State and Federal Legislative Platform.

Strategic Focus Area
Fiscal and Organizational Sustainability
Background
The City’s Legislative Platform was amended by the Council on February 13, 2024. For the past four years the City has retained the California Public Policy Group (CPPG) [formerly Renne Public Policy Group (RPPG)] to provide State Legislative Advocacy and Consulting Services. CPPG was engaged to provide guidance and advocacy services when appropriate on state legislation regarding housing initiatives, infrastructure, regional transportation improvements, environmental sustainability, community services, public safety and emergency management and other policies that may affect the City’s operations or finances.

On November 15, 2024 CPPG distributed an End of the Year report detailing activities on behalf of the City over the past year. In 2024, CPPG worked with the City on state legislative measures in the areas of housing, land use, mental health, climate, homelessness, elections, political reform, as well as on governmental operations and employment issues. This resulted in over 220 individual “touchpoints,” either with the City or on behalf of the City. Deliverables included drafting memos, providing legislative analysis, advising City staff, meeting with state lawmakers or their staff, and drafting state position letters Over the past year CPPG monitored and/or engaged on over 1,800 pieces of state legislation on the City’s behalf. The City actively positioned on several pieces of state legislation in 2024, including 3 measures the City engaged on informally with favorable outcomes. Additionally, CPPG represented the City’s fiscal interests, working with San Mateo County advocates and other impacted stakeholders to successfully secure the City’s portion of critical Vehicle Licensing Fee Revenue funding.

In an effort to drive awareness and to implement a successful legislative advocacy strategy, CPPG hit five key performance indicators in the last 12 months under contract with the City of Belmont:
40

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State Legislative Advocacy Legislative Platform Update 2025 Staff Report 2025

COMBINED DELIVERABLES AND TOUCHPOINTS

PROVIDED TO AND ON BEHALF OF THE CITY
Legislative updates, legislative and budgetary position letters, policy, and political analysis, meetings with City and/or state legislature on behalf of the City.
*Updated as of December 31, 2023

SUCCESS RATE ON LEGISLATIVE ENGAGEMENT
— MAKING THE CITY’S VOICE HEARD
The City of Belmont adopted formal positions on 3 pieces of legislation and one fiscal item in 2025. CPPG achieved the desired outcome on 4

PIECES OF LEGISLATION TRACKED ON BEHALF

OF THE CITY
Legislation tracked and assessed for impacts on City
operations, legal and/or local decision making. 1,830+
3/4
220+

IN REVENUE PROTECTED
Amount of funds that CPPG was able to secure in previously promised vehicle license fees (VLF) in the fiscal year 2024- 2025 budget that was owed to the City.
$1.1M
41

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State Legislative Advocacy Legislative Platform Update 2025 Staff Report 2025 Analysis
2025 Legislative Platform Analysis
The objective in pursuing a legislative program for the City is to keep the City Council, staff and residents abreast of proposed legislation that may have the potential to impact the City. The City’s Legislative Platform contains broad policy statements pertaining to a variety of issues important to us. Additionally, it provides a policy framework for the City to respond to issues in a timely manner, including correspondence from the Mayor or City Manager to the Legislature and/or Congress. The City’s primary legislative focus includes protecting local government control, improving public safety, maintaining local government revenues, obtaining funding for environmental sustainability, transportation, recreational, technology and infrastructure improvements.

By implementing and maintaining an active legislative advocacy program/platform, the City can ensure the City Council and staff continue to be fully apprised of evolving state initiatives that may affect the City’s key priorities, programs, or operations.

Review of Current Legislative Platform –
In accordance with the adopted Council strategic priorities and in advance of the 2025 Legislative session, CPPG engaged City staff in conducting “Deep Dive” meetings with all City department heads, key staff, and the City Manager. The purpose of these meetings is for CPPG to work with City staff to better assess current City priorities and projects and which legislative policy areas and funding opportunities should be focused on moving into 2025.

CPPG conducted a review of the 2024 Belmont Legislative Platform informed by these discussions. The platform continues to provide specific direction for city staff and CPPG to engage on a variety of policy issues. As detailed in Attachment A, CPPG made minor suggested amendments in the area of Fiscal and Administrative Initiatives, Housing and Land Use, and Public Safety sections. These suggested changes serve as a starting point for Council to discuss and provide direction for city staff and CPPG. After receiving feedback from Council, CPPG plans to work with staff to make additional modifications for the Council’s consideration for adoption. The legislative platform is designed to be an evolving document.

As part of a multi-layered approach, it is intended that this document be updated at least once prior to the start of every two-year legislative session, with annual review and update as needed to ensure that CPPG and city staff continue to engage on polices that matter most to Belmont.

Legislative Timing:

The legislature kicked off the new 2025-26 legislative session on January 6th. Between the month of January through the February 21 bill introduction deadline, there have been a total of 2,518 individual pieces of legislation introduced. Lawmakers have already introduced a number of bills primarily focusing on affordability, governmental operations, emergency response, housing, homelessness, energy, and the use of artificial intelligence. We anticipate several measures touching on policies of importance to the City including housing, transportation, and general governmental operations.

All measures that are introduced in their respective chambers (Assembly or Senate) must sit for 30 days prior—unamended to being heard in the applicable legislative policy committee. Between the months of March and May there will be hundreds of policy committee hearings to dispense with the measures introduced this year. With the release of the Governor’s FY 2025-26 January Proposed Budget, Budget 42

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State Legislative Advocacy Legislative Platform Update 2025 Staff Report 2025 committees will begin to meet as will negotiations over what is not included to be funded or reductions.

These lead up to the release of the May Revise, which precedes the statutorily required June 15 budget to be passed by the Legislature and the July 1 start of the new fiscal year.

Key legislative dates are outlined below:

January 10: Governor must present his budget proposal to the Legislature February 21: Last day for bills to be introduced
May 9: Governor must present May Revise
June 6: Last day for each house to pass 2025 bills introduced in that house (House of origin deadline) June 15: FY 24-25 Budget must be passed by the Legislature June 30: Governor must sign FY 25-26 budget
July 18-August 17: Legislative Summer Recess
August18 - September 12: Final month of the Legislative session October 12: Governor must take action on all measures passed by the Legislature California State Budget Highlights, Timing and Process – This year’s introduction of the Budget occurred in two stages. The Governor delivered his “Budget Preview” remarks on January 6 and the formal Budget was presented by his staff on January 10. This bifurcated presentation was initially planned due to the Governor’s attending former President Carter’s funeral services in Washington, D.C., but those plans were cancelled due to the devastating Los Angeles fires.

Governor’s Comments on the Budget
The Governor’s presentation included portions that appeared focused on responding to California’s critics by summarizing recent state investments and accomplishments. Using many examples and statistics, including citing Fortune 500 and innovative companies with headquarters in the state, he declared that “The future happens here first.” He maintained that the state was the economic “tentpole” of the nation and “dominant” in manufacturing, agriculture, tourism, trade and technology. Other items he cited were the resurgence in population growth, declining crime levels in Oakland and San Francisco, and detailed a series of “unprecedented” state investments in public safety, workforce programs and education. • On Local Accountability: Local agencies should note an emphasis in the Governor’s remarks on holding local agencies accountable for progress on homelessness, housing and behavioral health, including with the launch of new websites where specific data on city and county actions could be closely monitored and tracked. Another website (build.ca.gov) has been established to track infrastructure investments. “The word of the year, for me,” the Governor proclaimed, “is ‘accountability.’”
• On Public Safety: The Governor emphasized past state investments in public safety and new laws addressing issues like organized retail theft. When questioned about implementing Prop. 36, which he opposed but passed with strong voter support, he deferred his response to the full Budget presentation. The Budget document projects a 1,606 increase in incarcerated individuals due to Prop. 36. In response to press questions of whether the state had plans to reopen prisons, Director of Finance Joe Stephenshaw stated, “within the current plan…but we will have to continue to 43

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State Legislative Advocacy Legislative Platform Update 2025 Staff Report 2025 monitor the exact impact, and if there are necessary adjustments needed then, of course, we’ll make those.”
The current plan that is referenced was adopted in the FY 24-25 Budget that shuttered 46 housing units or cell blocks within prisons due to the shrinking inmate population prior to the passage of Prop 36. The California Department of Corrections and Rehabilitation has existing bed capacity and can re-open housing blocks much faster than an entire prison to accommodate the increase in population as a result of Prop 36.

Despite the projected increase in spending, both the Governor and Director of Finance Joe Stephenshaw expressed clear concerns about anticipated budgetary constraints in the coming years. Concerns were also echoed by the Legislative Analyst’s Office (LAO), the Legislature’s non-partisan research and advisory division, which is discussed at the conclusion of this report. In short, these constraints stem from several factors: increased state spending on health and social programs, revenue volatility, uncertainties surrounding the incoming President’s actions, and potential delays in tax collection from disaster-affected areas due to possible tax-filing extensions.

State budgetary limitations are expected to constrain funding sources that flow down to local agencies. This includes potential reductions in grant funds and priority community funding “earmarks” through the Budget process. More specifically for San Mateo County and its taxing agencies, the Administration—as expected—did not include the Vehicle Licensing Fee (VLF) claim submitted to the Department of Finance. This will be an ongoing issue as we try and work with stakeholders to seek a permanent policy-based solution.

However, opportunities for local agencies may exist in the form of potential allocations from the $2.7 billion Climate Bond slated for FY 25-26. In this uncertain environment, CPPG will remain vigilant for potential unfunded local mandates.

January Proposal by the Numbers
Total Budget: $322.27 billion
(9.2% increase in total state spending
compared with FY 24-25)
Total Surplus: $363 million
• $228.9 billion General Fund
• $16.98 billion in total reserves,
including $10.95 billion in the RainyDay reserve
• $1.53 billion in the Public School
System Stabilization Account
• $4.5 billion in the Special Fund for
Economic Uncertainties
Timing
The Administration will work with the State Legislature over the next four months to consider the merits of the Governor’s budget proposal. Deliberating items through various budget subcommittees, the Administration and the Legislature will come to a consensus to adhere to the Constitutional deadline of June 15, 2023, to adopt a balanced budget. It is important to note that the June 30 constitutional deadline 44

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State Legislative Advocacy Legislative Platform Update 2025 Staff Report 2025 for the Governor to sign a balanced budget does not apply to Budget Trailer Bills (BTBs), which are bills that ‘trail’ behind the main Budget bill for purposes of augmentation. BTBs are typically germane to one specific policy category. However, it is commonplace that a general BTB, also referred to as a “Budget Bill Jr,” is introduced which amends many sections of the adopted balanced Budget. There can be several iterations of a Budget Bill Jr in any given Budget year.

In light of the recent Southern California wildfires, the Administration has provided a delay in tax collection for those impacted by the fires until October. Given the flux in revenues and the budgetary disagreements that will ensue between the Governor and Legislature and between lawmakers and stakeholders as revenues are delayed, CPPGs anticipates this year to have “Budget Bill Jr” iterations.

CPPG identified the following areas of general interest to local agencies in the following categories and provided detailed update on the budget proposals in these areas in their January 15 memo to the City:

1. Housing

2. Natural Resources

3. Energy

4. Transportation

5. Economic Development

6. Public Safety
CPPG will continue to work with the City to identify priorities, monitor budget negotiations and engage as directed, and stay in close communication with City staff.

CPPG Work Plan –
CPPG continues to engage the San Mateo County legislative delegation, the Office of the Governor as well as Senate and Assembly leadership to ensure the City of Belmont is apprised of all relevant actions taking place that may have a material impact on the City. As we move through the legislative session, CPPG will continue to keep the City updated on all actions and movements important to Belmont, such as the VLF shortfall issue. Throughout this legislative session CPPG will continue to work on the following deliverables including:
• Update and development of the City’s legislative platform and advocacy materials. • Monitoring, tracking, engaging, and reporting on key legislation regarding the City’s priorities and interests.
• Representation at legislative committee meetings on matters of interest to the City. • State Administration outreach.
• Assistance with the identification of relevant grant opportunities and other funding sources and development of strategies for securing them.
• Other duties as directed.

Alternatives

1. Provide direction and postpone for future discussion.

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State Legislative Advocacy Legislative Platform Update 2025 Staff Report 2025 Attachments
A. Redlined Draft revisions and comments to 2024 Legislative Platform Fiscal Impact
☐ No Fiscal Impact
☒ Funding Source Confirmed:

Reaffirming Belmont’s State and Federal Legislative Platform has no direct fiscal impact. Budget for legislative advocacy and related consulting services have been incorporated in the current fiscal year in the General Fund.

Source: Purpose: Public Outreach:

Staff Council Vision/Priority Posting of Agenda
46 Proposed Belmont Legislative Platform 2025
City of Belmont

STATE AND FEDERAL LEGISLATIVE PLATFORM
2025 LEGISLATIVE PLATFORM UPDATE
Platform Overview
The Legislative Platform contains broad policy statements pertaining to a variety of issues that impact the City of Belmont—reflecting the mission, vision and values of the City to enrich the quality of life for our community with services that provide for a safe, fulfilling and vibrant life.

The Legislative Platform provides a policy framework for the City to respond to state and federal legislative issues important to the City in a timely manner. Outlining policy guidelines will also serve to provide direction to City staff and legislative consultants to engage on state legislation on behalf of the City in real time—including correspondence from the Mayor or City Manager to the Legislature and/or Congress.

The City’s primary legislative focus include: protecting local government control, improving public safety, maintaining local government revenue, obtaining funding for environmental sustainability, transportation, recreational, technology and infrastructure improvements.

Furthermore, our focus remains committed to finding ways to work collaboratively with federal, state and local partners to further our City’s ability to achieve its strategic goals.

Legislative Issues
Local Control
The City values its ability and authority to exercise local control and to protect and enhance the quality of life for Belmont’s residents. Support Legislation that enhances local control of resources and that allows cities to address the needs of local constituents within a framework of regional cooperation. Encourage the use of federal and state incentives for local government action rather than mandates (funded or unfunded).

Oppose preemption of local authority whether by state or federal legislation or ballot propositions. Support efforts to streamline regulations that simplify the job of running a city and oppose efforts that erode the city’s authority to control its own affairs.

Governmental Transparency and Public Access
Support legislation that balances increased public trust, confidence, and access to public meetings while realizing the fiscal and operational constraints of local government. 47 Proposed Belmont Legislative Platform 2025
Support legislation that would increase civic participation and engagement, including the allowance of legislative subcommittees, advisory committees, and commissions to participate virtually without physical location posting requirements under the Ralph M. Brown Act.

Monitor and Evaluate proposed policies related to the use of technology in government operations including the use of artificial intelligence pertaining to ethical considerations, privacy, and emerging technologies, and cybersecurity measures.

Monitor and Evaluate funding opportunities for local governments to bolster economic development with workforce training to evolve with emergent technologies, as well as protect local communications infrastructure and capabilities.

Fiscal and Administrative Initiatives
Support fiscal sustainability and “best in class” administrative initiatives to ensure the delivery of superlative city services. Monitor initiatives which seek changes in fiscal relationships at the local, state and federal level, and support legislation that guarantees ongoing revenue sources for local government.

Support opportunities that allow the City to compete for its fair share of regional, state and federal funding, and that maintain funding streams. Opportunities may include competitive grant and funding programs. Pursue funding opportunities for public facilities and services including capital improvement projects, public works projects, homeland security, library, parks and social service facilities.

Support legislative, administrative and/ or funding mechanisms that enable the City to better provide core services and respond to the needs of its residents. Options may include regional service delivery, flexibility around seasonal workforce, project specific workforce or other innovate tools to adapt to changing fiscal conditions and resident’s needs.

Support long term statutory solutions to adequately reimburse cities from the Vehicle License Fee (VLF) Swap of 2004 as well as short term, temporary adjustments.

Oppose efforts to decrease, restrict, eliminate, seize, divert, supplant, or otherwise restrict local revenues. Oppose any efforts at the state level to eliminate, restrict, or redirect revenues currently dedicated to local government for state purposes.

Support legislation that preserves the integrity of the local collective bargaining processes and maintains a level playing field for negotiations. Oppose measures that mandate specific benefits or terms that undermine the ability of local governments to engage in meaningful dialogue and reach mutually beneficial agreements with our bargaining units.

Housing and Land Use
48 Proposed Belmont Legislative Platform 2025
Support legislation that takes a comprehensive approach to housing production, recognizing all factors that contribute to the State’s housing crisis, and works to close the economic gap, ensuring projects are feasible without imposing excessive financial burdens on cities.

Support incentive-based housing legislation to encourage expanding affordable housing supply including development of fiscal tools and incentives to assist local governments in their efforts to encourage housing, finance the infrastructure to support housing, establish an ongoing state commitment to funding affordable housing, and fund and support affordable housing programs, including supportive housing programs and necessary infrastructure.

Support funding programs that promote the development and enhancement of safe, affordable, and accessible housing within the City for all economic segments of the population, including workforce housing.

Support reforms and improvements to housing element law to provide clear processes and flexibility to allow regional cooperation and establish realistic housing goals and performance standards—including modifications in criteria to meet the State’s Regional Housing Needs Assessment (RHNA) goals.

Support legislation that provides incentives (tax benefits, grants, loans, credits for affordable units) to local agencies, private developers and non-profit groups in order to rehabilitate residential units and commercial properties.

Monitor and evaluate housing proposals that take a “one-size-fits-all” approach. Specifically, advocate for modifications in proposals to recognize and incentivize communities like Belmont that are good actors in addressing community-housing needs.

Oppose state mandated attempts to usurp local discretion over matters relating to local housing and land use policies.

Advocate for recognition and use of inclusionary housing requirements as a condition of development and other tools in an effort to incorporate affordable housing into market rate development.

Support funding opportunities provided to local jurisdictions through statewide bond efforts.

Support efforts to provide dedicated funding and technical assistance to local governments to adopt and implement plans and process improvements and for the administration and ongoing compliance of state housing programs.

Review and evaluate legislation that would directly tie production mandates to the regional housing needs assessment process.
49 Proposed Belmont Legislative Platform 2025
Transportation
Support state and federal legislation that enhances the safety of the City’s streets for automobile, bicycle and pedestrian traffic, including issues related to speed enforcement, traffic congestion reduction programs and regional transportation improvements.

Support protection of dedicated transportation-related tax revenues and enhance the ability of local agencies to finance local transportation programs and facilities (e.g. Gas Tax, State bond funds).

Support efforts to maximize the State’s purchasing power to lower materials costs for local streets and road repair.

Support federal and state funding and policy goals to enhance multi-modal transportation efforts.

Support and advocate for clear investments to make public transportation an accessible, affordable, and sustainable alternative to driving, especially efforts to enhance local multi modal transportation options.

Environmental Sustainability
Support cost-effective, sustainable and responsible environmental policy programs in the areas of energy efficiency, greenhouse gases, climate change, wastewater, solid waste removal and stormwater, among others. Support measures that expand markets for recyclable materials and maintain local authority and flexibility to regulate solid waste and recyclables.

Oppose waste and resource recovery measures imposing state-mandated costs when there is no guarantee of local cost recovery or offsetting benefit.

Community Services
Support funding for ADA facility and park upgrades. Promote legislation that provides for increased services to or funding for youth and at-risk populations such as the frail elderly, homeless, disabled and other challenged populations.

Support funding for vital regional and community services including access to parks, open space, bike lanes, after school programming, youth services, senior services, food programs, facilities that provide critical community services, protect natural resources, promote resource management, and strengthen safety and security. Oppose efforts that erode funding for these vital regional and community services.

Infrastructure Maintenance and Rehabilitation
Support legislation and policies that promote investing in the maintenance and rehabilitation of aging infrastructure (streets, stormwater, wastewater, parks and facilities). Support the lowering 50 Proposed Belmont Legislative Platform 2025
of the threshold for voter-approved capital financing and opportunities for innovative public financing.

Support legislation and funding opportunities that would help the City fund improvements for parks, open space, green infrastructure, and fuel mitigation and reduction.

Support legislation and funding opportunities that enhance the capacity of local government to enact climate change adaptation and mitigation, promote disaster risk reduction and community resilience, and/or advance sustainability through capital improvement to City facilities.

Utilities
Support efforts that maintain the ability to retain existing fees on telecommunications services and for public, educational and governmental channels. Oppose efforts to restrict the authority of cities to zone and plan for the deployment of telecommunications infrastructure. Support the ability of cities to maintain and manage the public right-of-way and receive compensation for its use.

Support California PUC efforts to require enhanced, more effective and timely notification for planned and unplanned repairs resulting in power outages to customers. Monitor California PUC regulatory system for impacts to overall safety, health, and quality of life of the residents of Belmont.

Public Safety
Support legislative efforts to improve local law enforcement, fire suppression and prevention, hazardous materials mitigation, rescue, emergency medical services, and disaster preparedness.

Including legislation and grant funding opportunities for innovate fire mitigation planning suppression technology.

Support legislation that provides affordable home-insurance rates for at-risk residents including policies that stabilize the California FAIR plan.

Support legislation that promotes and strengthens law enforcement and first-responder access to mental health services, including peer support, training, family resources, suicide prevention, and other promising practices for wellness programs.

Support forward thinking legislative, administrative and funding polices that promote civic engagement, community partnerships and public education.

Support legislative efforts to grant state and federal funding to supplement local law enforcement to increase staffing, equipment and capital improvements to maintain public safety.

Evaluate legislation on implementation of best practices regarding law enforcement procedures and policies.
51

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Annual Report on Vacancies and Recruitment and Retention Efforts for 2024

STAFF REPORT
Meeting Date: March 11, 2025
Agency: City of Belmont
Staff Contact: Ann Ritzma, Interim Administrative Services Director, [email protected] Agenda Title: Annual Report on Vacancies and Recruitment and Retention Efforts for 2024 Agenda Action: For Information Only
Recommendation
Receive report on the City’s workforce vacancies, and recruitment and retention efforts in compliance with Assembly Bill (“AB”) 2561. (Gov. Code § 3502.3.)
Strategic Focus Area
Fiscal and Organizational Sustainability
Background
AB 2561, which became effective January 1, 2025, requires public agencies, including the City, to hold at least one public hearing per fiscal year to discuss vacancies and recruitment and retention efforts. This legislation aims to address job vacancies in local government, which negatively impact public service delivery and employee workload. Among its requirements, the law mandates that agencies present the status of vacancies and workforce efforts during a public hearing before the governing body.

1. Public Hearing: At least once each fiscal year, at a public hearing before the City Council, the City shall present information regarding the status of vacancies and recruitment and retention efforts (Gov. Code § 3502.3(a)(1)) and identify any necessary changes to policies, procedures, and recruitment activities that may lead to obstacles in the hiring process (Gov. Code § 3502.3(a)(3)).

If the City Council adopts an annual or multiyear budget during the fiscal year, this presentation must occur prior to the City Council’s adoption of the City’s final budget. (Gov. Code § 3502.3(a)(2).)

2. Employee Organization Participation: Allow the recognized employee organization for each bargaining unit at the City to make presentations during the public hearing concerning vacancies and recruitment and retention efforts. There are currently three (3) bargaining units at the City. (Gov. Code § 3502.3(b).)
Additional Reporting for High Vacancy Rates: If vacancies within a single bargaining unit meet or exceed 20% of authorized full-time positions in that bargaining unit, upon request of the recognized employee organization for that bargaining unit, the City must provide additional information during the public hearing, including the following: (1) the total number of vacancies; (2) the number of applicants; (3) the 52

Page 2 of 2 ends

Annual Report on Vacancies and Recruitment and Retention Efforts for 2024 average time to fill positions; and (4) opportunities to improve compensation and working conditions for employees in the bargaining unit. (Gov. Code § 3502.3(c).) Analysis
At the annual presentation, per the policy, the City is required to provide information on the following:

1. The status of vacancies at the City

2. Information on the City’s recruitment and retention efforts

3. Identification of any obstacles in the City’s policies, procedures, and recruitment activities that may create challenges in the hiring process.

4. If the number of job vacancies within a single bargaining unit meets or exceeds 20% of the total number of authorized full-time positions, the City shall provide additional information if requested by recognized employee organization(s) per the policy.

The City’s job vacancy rate as of December 31, 2024 was 2.1%. During the year, no bargaining unit met or exceeded a 20% vacancy of the total authorized full-time positions. A comprehensive report will be presented at the City Council meeting per the Vacancy Reporting and Workforce Recruitment & Retention Policy.

Alternatives

1. Request additional information.

2. Take No Action
Attachments
Presentation
Fiscal Impact
☒ No Fiscal Impact
There is no fiscal impact associated with conducting the public hearing required under Government Code Section 3205.3.

However, addressing recruitment and retention issues may involve future budget and bargaining considerations, which will be presented to the City Council as necessary.
☐ Funding Source Confirmed:

Source: Purpose: Public Outreach:

Staff Statutory/Contractual Requirement Posting of Agenda 53 City of Belmont – AB2561 Presentation
Recruitment and Retention Efforts in 2024 (Calendar)
Ann Ritzma, Administrative Services Director
March 11, 2025
54 Background
• Effective January 1, 2025, Government Code section 3502.3 was added to the Meyers-Milias-Brown Act (MMBA) requiring government entities to hold public hearings and report on:
• Workforce vacancies
• Recruitment and retention efforts
• Any necessary changes in policies, procedures and recruitment activities that may lead to obstacles in the hiring process
• The new legislation addresses the issue of job vacancies in local government and the impact of vacancies on an agency’s ability to delivery of public services and consider employee workload.
55 Background
• The City Council adopted a Vacancy Reporting Policy on February 25, 2025 to guide the process of providing the public with information on City vacancies, recruitment and retention efforts and issues with policies, procedures, and recruitment activities.
• Per the Policy, the following is being provided
• Workforce Information
• Vacancy Information
• Recruitment Information
• Hiring Issues
• Retention Information
56 Workforce Information
• Total Budgeted/Authorized Full-time Positions: 139.75 FTE (excludes 5 City Councilmembers) • Services Rendered to the Public by Budgeted/Authorized Workforce:
• Police Services
• Public Works – maintaining and enhancing the City’s streets, traffic systems, storm water and sewer systems
• Parks and Recreation – providing cultural programs, special events, classes, youth and senior programs and managing 63 acres of parks and open space • Community Development – reviewing and issuing building permits, planning applications, development plans and planning documents
• Providing strategic Economic Development plans and implementing the City’s Housing programs
• Human Resources, Information Technology, Communications, City Clerk and City Manager 57 Vacancy Information
Month/
Year
# of Vacancies
Created
# of Vacancies
Filled
# of
Remaining
Vacancies
# of Budgeted
FTEs
% of
Vacancies
Calendar Year Vacancy % Monthly
Summary
Jan-24 2 0 2 139.25 1.4%
2024
Feb-24 1 0 3 139.25 2.2%
Mar-24 2 1 4 139.25 2.9%
Apr-24 3 1 6 139.25 4.3%
May-24 0 2 4 139.25 2.9%
Jun-24 6 2 8 139.25 5.7%
Jul-24 1 4 5 139.75 3.6%
Aug-24 0 1 4 139.75 2.9%
Sep-24 2 2 4 139.75 2.9%
Oct-24 3 2 5 139.75 3.6%
Nov-24 1 1 5 139.75 3.6%
Dec-24 1 3 3 139.75 2.1%
Average
% 3.2%
Highest
% 5.7%
Lowest
% 1.4%
Vacancy Statistics:

Average: 3.2% Highest: 5.7% Lowest: 1.4%
58 Recruitment Process
Established in the Personnel Rules and Regulations
59 Vacancies Filled by Recruitment Type
Recruitment Activity Type
Ongoing Expansive Focused
Calendar Year
Total
Vacancies
Filled
Continuous /
Eligibility List
Average # of
Calendar Days
to Fill
Vacancies
Using Ongoing
Recruitments
External &
Internal
Average # of
Calendar Days
to Fill Vacancy
Using
Expansive
Recruitments
Internal Only
Average # of
Calendar Days
to Fill Vacancy
Using Focused
Recruitments
1/1/2024 - 12/31/2024 19 12 72 5 60 2 42
60 Hiring Issues
Staff have reviewed applicable policies, procedures, and recruitment activities to identify any potential obstacles in the City’s hiring process.

Potential obstacles:
• Very competitive job market for specific positions (Police officer, engineer, public sector finance professionals)
• Housing affordability vs long commutes may be a barrier for many entry level positions
Options to address these obstacles:
• Internships and training programs to “grow” the next generation of the City workforce
• Labor negotiations that address workforce priorities
• Flexible work schedules to assist with commute traffic 61 Employee Retention
Calendar Year Total Vacancies
Created
# of Budgeted
FTEs as of
12/31/2024
Annual Staffing
Turnover Rate
1/1/2024 - 12/31/2024 22 139.75 11%
Vacancies and Turnover
Staffing Increase Internal Opportunity
Newly Budgeted
Position
% of Vacancies
Resulting From
Staffing Growth
Internal
Promotion Internal Transfer
% of Vacancies
Resulting From
Internal
Opportunities
0 0% 0 1 5%
Attrition Turnover
Separation Retirement
% of Vacancies
Resulting From
Attrition
Resignation
% of Vacancies
Resulting From
Turnover
3 3 27% 15 68%
Reasons for Vacancies
Turnover Rate: 11%
Reasons for vacancies:
• New budgeted position or
staffing increase: 0% (0)
• Internal promotion or
transfer: 5% (1)
• Separation and/or
retirement: 27% (6)
• Resignation: 68% (15)
62 Bargaining Unit Information (12 months)
Vacancy # Bargaining Unit Classification Date Vacancy
Created
Date Vacancy
Filled
Days To Fill
Vacancy
1 MMCEA Associate Civil Engineer 1/17/2024 4/15/2024 89 2 MMCEA Economic Development and Housing Manager 1/26/2024 5/27/2024 122 3 AFSCME Engineering Technician 2/24/2024 3/26/2024 31
4 MMCEA Accounting/Finance Manager 3/16/2024 9/30/2024 198 5 MMCEA Management Analyst I/II 3/19/2024 6/17/2024 90
6 BPOA Police Corporal 4/11/2024 5/12/2024 31
7 Unrepresented Management Public Works Director 4/13/2024 7/29/2024 107 8 MMCEA Assistant Civil Engineer 4/13/2024 7/15/2024 93 9 MMCEA Management Analyst I/II 6/1/2024 8/12/2024 72
10 MMCEA Associate Civil Engineer 6/8/2024 7/15/2024 37 11 BPOA Police Officer 6/19/2024 7/2/2024 13
12 MMCEA Administrative Assistant 6/20/2024 6/20/2024 0 13 MMCEA Accounting/Finance Manager 6/29/2024 9/30/2024 93 14 MMCEA Assistant Civil Engineer 7/24/2024 10/15/2024 83 15 BPOA Code Enforcement Officer 9/6/2024 10/28/2024 52 16 BPOA Dispatcher 9/17/2024 Continuous
17 BPOA Police Officer 10/5/2024 11/25/2024 51
18 BPOA Police Officer 10/20/2024 12/8/2024 49
19 AFSCME Lead Maintenance Worker 11/15/2024 12/23/2024 38 20 AFSCME Head Teacher 12/24/2024 12/24/2024 0
21 BPOA Community Service Officer 10/27/2024 Continuous 22 BPOA Community Service Officer 6/29/2024 Continuous
63 Bargaining Unit Information
As of 12/31/2024
Agency Total # of Budgeted FTEs 140 (Bargaining Units positions only) Bargaining Unit # of Vacancies # of Budgeted
FTEs % of Vacancies
AFSCME 0 41 0.0%
BPOA 3 40 7.5%
MMCEA 0 43 0.0%
Unrepresented Confidential 0 6 0.0%
Unrepresented Management 0 7 0.0%
City Council Appointed 0 2 0.0%
City Clerk 0 1 0.0%
64 Thank you!
belmont.gov
65

Belmont City CouncilMarch 11, 2025

Belmont City Council
March 11, 2025