Bishop City Council
June 24, 2024

CITY OF BISHOP

CITY COUNCIL MEETING AGENDA
City Council Chambers - 301 West Line Street - Bishop, California MONDAY, JUNE 24, 2024 - 5:30 PM

1. CALL TO ORDER - 5:30 p.m. Monday, June 24, 2024

2. ROLL CALL

3. PUBLIC COMMENT PRIOR TO CLOSED SESSION
NOTICE TO THE PUBLIC: Please be advised this meeting is accessible to the public in person, on the City of Bishop website, or on the local government cable channel 12. In compliance with the Americans with Disabilities Act of 1990, if you need special assistance to participate in this meeting, please contact the City Clerk at 760-873-5863 Extension 124. Notification at least 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. [28 CFR

35.102.35.104 ADA Title II].

The public is encouraged to participate or observe this meeting by:

1. Attending this meeting in person at the City of Bishop City Council Chambers located at 301 West Line Street in Bishop, California.

2. Observing this meeting live from the City of Bishop website at:
https://www.cityofbishop.com/government/city_council/index.php

3. Observe this meeting live from the local government cable channel 12.

Public comments may be made:

1. In person: Members of the public desiring to speak on a matter appearing on the agenda should ask the Mayor for the opportunity to be heard when the item comes up for Council consideration (or complete a speaker card prior to the meeting). Comments for all agenda items are limited to a speaking time of three minutes unless modified by the Mayor.

2. In writing: Go to http://bishop-ca.granicus.com/ViewPublisher.php?view_id=8 to submit an "eComment" for the corresponding meeting. Please note that eComment submissions closes at 3:00 p.m. on the day of the meeting. You may also hand deliver public comments to the City drop/payment box located at the Church Street entrance to City Hall on or before the deadline noted above. Written public comments received after the deadline will be provided to the Council at the earliest possibility. Please note written public comments received will not be read aloud at the meeting.

Any writing that is a public record that relates to an agenda item for open session distributed less than 72 hours prior to the meeting will be available for public inspection at City Hall, 377 West Line Street, Bishop, California during normal business hours.

Government Code 54957.5(b)(1). Copies will also be provided at the appropriate meeting.
1 4. CLOSED SESSION
A. PUBLIC EMPLOYEE PERFORMANCE EVALUATION pursuant to Government Code § 54957 – Title: Fire Chief

5. OPEN SESSION - 6:00 p.m. Monday, June 24, 2024

6. MOMENT OF SILENCE - As we begin tonight's meeting, please join me in a moment of silence for self-meditation, prayer, or reflection.

7. PLEDGE OF ALLEGIANCE - Councilmember Schwartz will lead the pledge of allegiance.

8. ROLL CALL

9. PUBLIC COMMENT

10. REPORT ON ACTIONS TAKEN IN CLOSED SESSION AS REQUIRED BY LAW

11. DEPARTMENT REPORTS

12. BISHOP AREA CHAMBER OF COMMERCE & INFORMATION CENTER UPDATE - A. Bishop Area Chamber of Commerce and Information Center Update Report - June 24, 2024

13. PRESENTATIONS
NOTICE TO THE PUBLIC: This time is set aside to receive public comment on matters agendized for closed session only. When recognized by the Mayor, please state your name, and address for the record and please limit your comments to three minutes.

Under California law the City Council is prohibited from generally discussing or taking action on items not included in the agenda; however, the City Council may briefly respond to comments or questions from members of the public. Therefore, the City Council will listen to all public comment but will not generally discuss the matter or take action on it.

NOTICE TO THE PUBLIC: This time is set aside to receive public comment on matters not calendared on the agenda. When recognized by the Mayor, please state your name and address for the record and please limit your comments to three minutes. Under California law the City Council is prohibited from generally discussing or taking action on items not included in the agenda; however, the City Council will listen to all public comment but will not generally discuss the matter or take action on it.

Updates on department activities will be given by the Department Heads and/or their staff.

A. Fire Department - Fire Chief Bret Russell
B. Police Department - Police Chief Nate Derr
C. Public Works Department - Public Works Director Nora Gamino D. Community Services Department - Community Services Manager Dan McElroy E. Planning Department - Assistant Planner Ana Budnyk
F. Administration - City Administrator Deston Dishion
Prepared and presented by Bishop Area Chamber of Commerce and Information Center Executive Director Tawni Thomson.

Bishop Area Chamber of Commerce Report - June 24, 2024
2 A. Sierra Business Council (SBC) Sierra Jobs First Program Update – Presented by SBC President Steve Frisch

14. CONSENT CALENDAR
A. RESOLUTION: Establish the FY 2024-25 Appropriations Limit Pursuant to Article XIIIB of the California Constitution (Proposition 4) B. Participation in California Cooperative Liquid Assets Securities System C. FY 2023-24 Final Budget Adjustments
D. Budget Report for the Month of May 2024
E. Financial Reports for the Month of May 2024
F. Approve the City of Bishop Workplace Violence Prevention Program (WVPP) G. IT Services Agreement Extension Letter for July 1, 2024 - June 30, 2025 SBC - Sierra Jobs First Program Update
SBC - Regional Specific Catalyst Criteria Information
NOTICE TO THE PUBLIC: All matters under the Consent Calendar are considered routine by the City and will be acted on by one motion.

Recommended Action: Review the proposed resolution and consider action to adopt by title only.

Reso No. 2024-(xx) Establishing Appropriations Limit FY 2024-25 Recommended Action: City Council to authorize the City Administrator to complete the California CLASS Registration Packet so that the City may purchase shares of beneficial interest issued by the California CLASS from time to time with available funds of the City, and to redeem such shares as needed.

California CLASS Features and Benefits
California CLASS Prime Rate Sheet
California CLASS Participant List
California CLASS Registration Packet
Recommended Action: City Council to review and approve the proposed budget adjustments.

FY 2023-24 Final Budget Adjustments
Recommended Action: City Council to review the budget report for the month of May 2024.

Budget Report for the Month of May 2024
Recommended Action: City Council to review the financial reports for the month of May 2024.

Bank Reconciliation Report for May 2024
Combined Cash Report for May 2024
Investment Portfolio Report for May 2024
Warrant Register Report for May 2024
Recommended Action: Council consideration to approve and adopt the City of Bishop Workplace Violence Prevention Program as presented.

City of Bishop Workplace Violence Prevention Plan - 6/24/2024 Recommended Action: Council consideration to accept the Letter of Extension provided by Carmichael Business Technologies (CBT) to extend their IT services agreement with the City of Bishop for an additional one (1) year period from July 1, 3 H. Tree Maintenance Agreement Letter of Extension
I. Letter of Extension for Fuel Services from Pilot Thomas and Updated Fee Schedule
J. Street Sweeping Maintenance Agreement
K. Planning Commission Meeting Cancellation Notice

15. NEW BUSINESS
A. Annual League of California Cities/Cal Cities Conference - Attendance and Designation of Voting Delegate and Alternate(s)

16. FUTURE AGENDA ITEMS

17. COUNCIL AND COMMITTEE REPORTS

18. ADJOURNMENT
2024 through June 30, 2025.

CBT Agreement - Extension Letter 07 01 2024 - 06 30 2025 Recommended Action: City of Bishop City Council to accept the Letter of Extension provided by Eastern Sierra Tree Services and extend the Tree Maintenance for one year with a term expiring on June 30, 2025.

City of Bishop extention letter 2024.pdf
Recommended Action: City Council to accept the Letter of Extension for Fuel Services from Pilot Thomas and approve the proposed updated Fee Schedule.

Pilot Thomas Letter of Extension Fee Update.pdf
Recommended Action: Council consideration to approve the 2024/2025 Street Sweeping Maintenance Agreement as presented.

Street Sweeping Maintenance Agreement
Recommended Action: Council is requested to receive and file the attached Planning Commission Cancellation Notice
June 26, 2024 - Meeting Cancellation Notice
Recommended Action: Council to discuss who will attend the League of California Cities/Cal Cities Annual Conference scheduled for October 16, 2024 through October 18, 2024 and approve the appointment of the City's voting delegate and up to two alternate(s) to vote on behalf of the City at the League of California Cities/Cal Cities General Assembly Meeting on Friday, October 18, 2024. 2024 Voting Delegate Form
MEETING CANCELLED - Monday, July 8, 2024 at 6:00 p.m. Regular Meeting in the City Council Chambers
Monday, July 22, 2024 at 6:00 p.m. Regular Meeting in the City Council Chambers 4 Bishop Area Chamber of Commerce & Information Center
Report to Bishop City Council for Monday, June 24, 2024 Prepared by: Tawni Thomson, Executive Director
BISHOP INFORMATION CENTER/OTHER DESTINATION DEVELOPMENT PROGRAMS:

CHSRA State Finals Rodeo: June 8 – 16. 320 contestants plus families, friends and fans. • This report includes only what the chamber contributed, there are many more sponsors and volunteers that worked with Jen and the crew at the Tri-County Fairgrounds. • Chamber staff and volunteers assembled gift bags and then greeted each contestant at check-in to give them the bags and t-shirts.
• Bishop Chamber also hosted the welcome dinner – approximately 700 people enjoyed deep pit beef, macaroni & cheese, coleslaw, dinner rolls and cookies.
• Bishop Chamber sold tickets at the arena for all paid performances. • Donated lodging: 88 room nights worth at least $15,000. • 81 volunteer shifts/ at least 230 hours of service.
• Significant investment of staff time to solicit donations and coordinate volunteers. • Generous donations and discounts received for welcome dinner. El Pollo Loco donated all the macaroni & cheese. Grocery Outlet donated coleslaw. Gillespie Distributing and Farmer Brothers donated beverages. BP Distributing proved meat at cost and Schat’s Bakkery provided dinner rolls and cookies at half price. Schat’s also provided treats for Queen’s Tea and hosted all the queens for a lunch. • Even with all donations and discounts, Bishop Chamber still has significant out of pocket expenses: $4,100 for meat, $1,800 for other dinner supplies, $4,300 for t-shirts & gifts. • Inyo County CPSP Grant has helped but doesn’t quite cover the investment. • Tawni and several chamber board members participated in the presentation to the CHSRA Board of Directors and successfully won the bid to bring the event back to Bishop through 2027. • It is really not about making money for CHSRA, for the Fairgrounds or for the Bishop Chamber. The event is important because the families love coming here and our community loves having them here. Rodeos are an important part of the history, heritage and culture of our community.

Highpointers Convention: 200-250 people in September 2025. Tawni met with organizer Dave Covill 6/12 and is helping him connect with lodging, catering, and venues (including City Park).

Visit CA Influencer Fam Trip: Becky Nesel @geobeckly will be in our region 6/24-6/28. Visit CA covers cost of airfare and ground transportation. Bishop Chamber covering lodging and helping direct itinerary.

Information Center: Very busy since Tioga Pass opened and conditions in the back country have improved. Many PCT hikers seeking information about re-stocking in Bishop and transportation to trailheads.

Lodging Statistics:

May occupancy was 65.7%, down about 5% from 2023. The average daily rate was $146.

CHAMBER OF COMMERCE/LOCAL COMMUNITY MATTERS:

New Golf Fundraiser Format: 6/22/24. Tawni will give brief re-cap of the event.

Chamber Board of Directors
Returning directors: Tara Frank, Jennifer McGuire, Sunil Lad, Robert Sharp, Cheryl Underhill, Manny Astorga, Sarah Freundt, Debi Yerkes, Gayla Wolf, Lynn Hawks, Gary Gunsolley and Niral Munshaw.

Newly elected/appointed directors: Jason Brown and John Marko. 5 Sierra Jobs First
Program Update
City of Bishop City Council
June 24, 2024
6 ● Current Status of Sierra Jobs First Program
● Key Strategic Plan Areas & Strategies
● Opportunities for Comment and Input
● Status of Program Funding
● Q&A
2 Agenda
7 Where we are in the CA Jobs First Process
3 8
Sierra Jobs First Planning Process
4 9
Strategic Planning Process
5 10
Funding Overview
6 11
Strategic Plan
Core Issues & Target Industry Sectors
12 Sierra Jobs First Outcomes
8 13
Priority Industry Sectors
9 14
Core Issues and Opportunities + Strategies to Get Us There 10 15
Sierra Region Core Issues
Content Source
Part 1 and a team from regional economic development organizations developed the summary of key issues to today’s conversations. Listed in your Highlights booklet on page 9. 11 16 Priority Industry Sector Overview
12 17
Strategic Plan
- Timeline for
Comment & Input ● June 21st: Strategic Plan Draft & Summary of Community Feedback Posted
● June 21st - July 12th: First Public Review Period
● July 12th - July 31st: SBC Internal Revisions
● July 31st: Strategic Plan 2nd Draft & Summary of Public Comments Posted
● July 31st - August 9th: Second Public Review Period
● August 10th - August 16th: SBC Internal Revisions
● August 16th: Final Draft & Summary of Public
Comments Posted
● August 16th - August 23rd: Review of Final Draft by
Governing Council
● August 23rd: Vote by Governing Council ● August 29th: SBC Submits Approved Final Version to State
Status of the Plan, ways to comment, and relevant materials can always be found at SierraJobsFirst.org/strategic-plan/ 13 18
14 1. State Budget Cuts: Proposed Budget cuts $150
million from Implementation Fund, $50 million each
from next three fiscal years.

2. Catalyst: Funding unchanged.

3. Advocacy Letter: SBC and the other 12 Regional
Conveners have submitted a letter urging the state
to restore full funding to the Implementation Fund.

Program Funding
Update
19 Q&A & Next Steps
15 ● Please provide comment on the Strategic Plan in either or both comment periods. ● SBC will provide a copy of funding advocacy letter to local agencies. ● SBC will continue to provide updates as requested.
20 Thank you.

Follow up info:

Steve Frisch
Sierra Jobs First
Email: [email protected]
Website: sierrajobsfirst.org
21 Catalyst Fund Project Criteria - Required by State Interagency Team Equity
Required Criteria Examples
At least 40% of funds provide direct,
meaningful, and assured benefits to
disinvested communities
Project benefits communities located within
Justice40/ICARP DAC Tool-defined
disadvantaged communities
Includes an applicant or co-applicant
located in or serving a disinvested
community
Project partners with a CBO, tribe, or
business serving disinvested communities
Project has support from a disinvested
community within the project boundary
Align with Executive Order N-16-22 (Racial
Equity)
Project can conduct outreach to
communities that will benefit/be impacted
(translation, outreach partners, meeting
people where they are)
Includes equity impact assessment (SBC
hopes to have a template with the final RFP)
Project identifies stakeholders and any
unintended adverse impact of the project
with alternative plans as needed
Sample questions:
https://www.raceforward.org/sites/default/f
iles/RacialJusticeImpactAssessment_v5.pdf
Includes displacement analysis and
avoidance strategy (SBC hopes to have a
template with the final RFP)
Project includes methods to avoid
community and business displacement due
to gentrification, land use planning, lack of
transportation, or climate change impacts
Community engagement & feedback
mechanisms
Project has a community engagement plan
and outlets to communicate project updates
and receive feedback
Climate
Required Criteria Examples
Alignment with CA Air Resources Board
(CARB) Scoping plan
Project promotes walkability/bikeability/use
of public transit
Project decreases energy-related building
emissions
22 Project expands/benefits carbon storage in
natural and working lands
Alignment with EO N-82-20 (Land and Water
protection)
Project aligns with 30x30 goals by protecting
biodiverty, natural and working lands
Alignment with EO N-19-19 (ZEV Transition) Project aligns with ZEV goal of all new passenger vehicle sales being ZEV by 2035,
with MD/HD vehicles by 2045
Alignment with the Sustainable
Groundwater Management Act (SGMA)
No basins in the region are required to have
groundwater protection plans under SGMA,
but projects should be aligned with
protecting groundwater levels and
watersheds
Job Quality and Access
Required Criteria Examples
Promotes the creation of family-sustaining
jobs
Jobs created by the project include
healthcare and retirement benefits, safe
working conditions, etc
The average job created by the project pays
a regional “high wage” defined as $64,480 in
the Regional Summary (pg. 98)
Ensure equitable access to quality jobs for
communities throughout the region
The percentage of jobs created that will pay
a “high wage” and don’t require a college
degree
Jobs created provide on-the-job training and
pathways to advancement
Other Criteria
Required Criteria Examples
Funding model clearly identified Project has a budget outline and sustainable funding plan for the next phase
Community partnerships leveraged Project has letters of support from community
leaders/residents/groups/businesses within
the project boundary
Project can leverage match funding List other funding the project has obtained or intends to apply for (and meets initial
eligibility)
23 Agenda Item: 14.A
Date of Meeting: June 24, 2024
Department: Finance
To: City Council
From: Ethan Aukee
Subject: RESOLUTION: Establish the FY 2024-25 Appropriations Limit Pursuant to Article XIIIB of the California Constitution (Proposition 4) Prepared On: June 5, 2024
Attachments: Reso No. 2024-(xx) Establishing Appropriations Limit FY 2024-25

STAFF REPORT
Background/History:

In November 1979, the voters of the State of California approved Proposition 4, commonly known as the Gann Initiative. The proposition created Article XIIIB of the State Constitution placing limits on the amount of revenue that can be spent by State and local governments.

The appropriations limit is adjusted annually based on population and per capita income "change factors". These factors are received each year from the California Department of Finance. Government Code 7910 requires the governing body of each local jurisdiction to establish, by resolution, its appropriation limit for the upcoming fiscal year.

Attached for Council review is a proposed resolution to establish the City of Bishop appropriations limit for Fiscal Year 2024-25.

Analysis/Discussion:

The appropriations limit of the City of Bishop for Fiscal Year 2024-25 is $11,788,788.

Economic Impacts:

There are no significant economic impacts.

Budget Impacts:

There are no budgetary impacts.

Legal Review:

City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.

Recommended Action:

Review the proposed resolution and consider action to adopt by title only.

Approved By: Ethan Aukee 6/5/2024
24 Approved By: Robin Picken 6/5/2024
Approved By: Deston Dishion
Approved By:
25 City of Bishop Resolution No. 2024-___ Page 1
RESOLUTION NO. 2024-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BISHOP,

STATE OF CALIFORNIA, ESTABLISHING THE APPROPRIATIONS

LIMIT PURSUANT TO ARTICLE XIIIB OF THE CALIFORNIA
CONSTITUTION (PROPOSITION 4)
WHEREAS, Government Code Section 7910 requires that each year local governments shall establish, by resolution, its appropriations limit each year pursuant to Article XIIIB of the California Constitution; and
WHEREAS, Article XIIIB Section 8(e)(2) requires the governing body to select the change in cost of living methodology each year by recorded vote; and WHEREAS, the percentage change in California per capita income and the percentage change in the population in the City of Bishop, as provided annually by the California Department of Finance, are the adjustment factors used in the calculation; and WHEREAS, the City’s Finance Department has prepared calculations and documentation required for and to be used in the determination of certain matters and for the establishment of an Appropriations Limit for the City for Fiscal Year 2024-25 and such data and documentation has been made available to the public for a period of not less than fifteen (15) days prior to the adoption of this Resolution; and WHEREAS, the Appropriations Limit for the City of Bishop for Fiscal Year 2024-25 is hereby established at $11,788,788
THEREFORE, BE IT RESOLVED that the City Council selects the percentage change in California per capita income and the percentage change in the population in the City of Bishop for use in calculating its appropriation limit for Fiscal Year 2024-25; and BE IT FURTHER RESOLVED, that the Appropriations Limit of the City of Bishop for Fiscal Year 2024-25 is $11,788,788 as reflected in Exhibit A.

PASSED, APPROVED AND ADOPTED this 24th day of June 2024.

__________________________________
Jose Garcia, Mayor
ATTEST: ____________________
Robin Picken, City Clerk
26 EXHIBIT A

CITY OF BISHOP
Appropriations Limit Calculation
For the Fiscal Year 2024-25
Appropriations Limit on June 30, 2024 $11,391,234
Adjustment Factors:

Change in Per Capita 3.62 1.0362
Change in Population -0.13 0.9987
Factor to Apply to 2024-25 Limit 1.0349
2024-25 Appropriations Limit $11,788,788
($11,391,234 * 1.0349)
27 EXHIBIT B

CITY OF BISHOP
Computation of Allowable Growth Factor
For the Fiscal Year 2024-25
Percentage Change in Per Capita (CPI) Personal Income 3.62 CPI Change Converted to a Ratio (3.62+100) 1.0362
100

City of Bishop Percentage of Change in Population -0.13 Population Change Converted to a Ratio (-0.13+100) 0.9987 100

Factor to Apply to 2024-25 Limit 1.0362 * 0.9987 1.0349 Fiscal Year 2024-25 Appropriations Limit $11,788,788
($11,391,234 * 1.0349)

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]R!R#T)WT)$^(_& -+XY`& Y,[a`Z& Y,[a,\& Y.[++\&
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fgh#%c"!TR"&!R#%c_(&)("!_(R^"&TR&i(_()$%&j!%!^$)S&!R"^$%%$^!TR"&$R_&k)TcW&lc$)^()"&)("!_(R^"&!R&"^$^(&j(R^$%& !R"^!^c^!TR"[&"^$^(&$R_&i(_()$%&#T))(#^!TR$%&!R"^!^c^!TR"&$R_&m(^()$R&VTj("X& 31 Agenda Item: 14.B
Date of Meeting: June 24, 2024
Department: Finance
To: City Council
From: Ethan Aukee
Subject: Participation in California Cooperative Liquid Assets Securities System
Prepared On: June 11, 2024
Attachments: California CLASS Features and Benefits
California CLASS Prime Rate Sheet
California CLASS Participant List
California CLASS Registration Packet

STAFF REPORT
Background/History:

The California Cooperative Liquid Assets Securities System (California CLASS) is a joint exercise of powers entity authorized under Section 6509.7, California Government Code.

California CLASS provides California public agencies with a convenient method for investing in high-quality, short- to medium-term securities carefully selected to optimize interest earnings while prioritizing safety and liquidity. The California CLASS Prime and Enhanced Cash funds offer public agencies the opportunity to strengthen and diversity their cash management programs in accordance with the safety, liquidity, and yield hierarchy that governs the investment of public funds.

Participation in California CLASS is open to all public agencies in the State of California that have the authority to invest their treasury's funds. According to California Government Code 6500, the federal government or any federal department or agency, this state, another state or any state department or agency, a county, county board of education, county superintendent of schools, city, public corporation, public district, or regional transportation commission of the State of California or another state, or any joint powers authority formed pursuant to this article [Article 1 of the Joint Exercise of Powers Act] by any of these agencies can participate in California CLASS. Additionally, according to Section 6509.7, a nonprofit corporation whose membership is confined to public agencies or public officials may also participate.

The City of Bishop Administrator and Finance Director met virtually with Jerry Legg (California CLASS). During this meeting, information was presented to illustrate the details of California CLASS and what would be needed for the City of Bishop to participate.

Analysis/Discussion:
32 Following research and discussion with California CLASS, both the City Administrator and the City Finance Director advise that it's in the City of Bishop's best interests to become a participant and purchase shares of beneficial interest issued by the California CLASS from time to time.

California CLASS is same-day liquid, meaning investors have immediate access to their funds and can typically withdraw on the same business day during which a request is made. The City's current main investment option, LAIF, is also same-day liquid. This is important as it maximizes the City's ability to manage its assets effectively and ensures that City cash remains available to meet City liabilities.

Two Main Factors Differentiate California CLASS from LAIF

1. The Average Maturity Date of its Investments
California CLASS maintains a significantly shorter average maturity date within its investment pool, which provides for more sensitivity to the federal funds rate. Returns yielded from California CLASS should mirror returns yielded from LAIF, but with the shorter average maturity date, California CLASS returns will be more sensitive to changes in the federal funds rate, which results in more pronounced changes in yield. To use a metaphor, returns from California CLASS are like steering a car, and returns from LAIF are like steering a cargo ship.

California CLASS is quickly changing, provides for greater returns, and regresses to minimal returns more quickly than LAIF. LAIF is slower to react to macroeconomic changes, resulting in lesser returns, but less volatility and shower regression to minimal returns. It would be beneficial for the City to have both LAIF and California CLASS as investment options, as each option could be utilized to be more beneficial than the other based on macroeconomic factors and projections.

2. The Rate at Which Interest is Accrued and Paid to Investors LAIF accrues and pays interest to investors on a quarterly basis, California CLASS accrues and pays interest to investors on a monthly basis. Currently, California CLASS is returning

5.39% on a monthly basis and LAIF is returning 4.41 % on a quarterly basis. By investing in LAIF and not California CLASS while the federal funds rate remains high, the City is missing out on a 1% return, compounded monthly instead of quarterly.

As long as the City monitors the daily yield for each investment option and monitors changes in the federal funds rate, the City should be able to utilize both investment pool options to maximize returns on City reserve funds.

Economic Impacts:

No significant economic impacts.

Budget Impacts:

Participation in California CLASS could lead to increased interest revenue from time to time.

Legal Review:

City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.
33 Recommended Action:

City Council to authorize the City Administrator to complete the California CLASS Registration Packet so that the City may purchase shares of beneficial interest issued by the California CLASS from time to time with available funds of the City, and to redeem such shares as needed.

Approved By: Ethan Aukee 6/11/2024
Approved By: Robin Picken 6/11/2024
Approved By: Deston Dishion 6/11/2024
Approved By:
34 35
36 California Cooperative Liquid Assets Securities System California CLASS | T (877) 930-5213 | F (877) 930-5214 | [email protected] | www.californiaclass.com California CLASS Investment Income Earned
As of Date Time $1M $5M $10M
Mar 01 - Mar 31 1 month $4,592 $22,958 $45,916
Oct 01 - Mar 31 6 months $27,823 $139,116 $278,232
Apr 01 - Mar 31 12 months $55,264 $276,322 $552,643
California CLASS Daily Yields as of Month-End
Month Year Month-End Yield
March 2024 5.4330%
February 2024 5.4375%
January 2024 5.4710%
December 2023 5.5508%
November 2023 5.5691%
October 2023 5.5540%
September 2023 5.5193%
August 2023 5.4663%
July 2023 5.4443%
June 2023 5.2651%
May 2023 5.1880%
April 2023 5.0425%
Months listed are in the years 2023-2024
Invest with California CLASS Prime
Investing with California CLASS Prime could mean more for your local community.

Use the California CLASS Prime investment calculator to see just how much you could have earned.

For more information on both historical
yields and annualized performance, visit
www.californiaclass.com/rates
or scan the below QR code:

Amount Invested
$1,000,000 You would have earned
Start Date $4,591.60
March 1, 2024 on your investment if you started on
End Date March 1, 2024
March 31, 2024
Source: Public Trust Advisors, LLC. Data unaudited. Charts and/or values presented may not add up precisely to absolute figures due to rounding. Performance results are shown net of all fees and expenses and reflect the reinvestment of dividends and other earnings. Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments.

Investment involves risk including the possible loss of principal.

No assurance can be given that the performance objectives of a given strategy will be achieved. California CLASS Prime is not a bank. An investment in California CLASS Prime is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the California CLASS Prime stable NAV fund(s) seek to preserve the value of your
investment at $1.00 per share, California CLASS Prime cannot guarantee they will do so. Please review the applicable Information Statement(s) before investing. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.
37 California CLASS Participant List March 2024
Counties
El Dorado County Lake County
Sonoma County Treasurer
Municipalities
City of Artesia City of Beaumont
City of Brentwood City of Farmersville
City of Folsom City of Fowler
City of Fullerton City of Hanford
City of Hemet City of Kingsburg
City of Lancaster City of Moreno Valley
City of Morgan Hill City of Oroville
City of Porterville City of Santa Ana
City of Shafter City of Wasco
City of Williams Town of Fort Jones
Town of Paradise
Other
California CLASS Enhanced Cash California Special Districts Association CSDA Finance Corporation League of California Cities
Public Agencies Self-Insurance System Sewer Authority Mid-Coastside Special District Leadership Foundation Special District Risk Management Authority Tri-County Water Authority
Special Districts
Alameda County Mosquito Abatement District Alpine Fire Protection District Altadena Library District Anderson Springs Community Service District Artesia Cemetery District Atwell Island Water District
Banning Library District Beaumont Library District
Bell Canyon Community Services District Bighorn - Desert View Water Agency Bolinas Fire Protection District Bonita Sunnyside Fire Protection District Cabazon Water District Camarillo Health Care District
Castroville Cemetery District Central Fire District of Santa Cruz County Channel Islands Beach Community Services Distict Chester Public Utility District Page No. 1
38 California CLASS Participant List March 2024
Chico Area Recreation & Park District Chino Basin Water Conservation District Chino Basin Watermaster Clovis Veterans Memorial District Coachella Valley Resources Conversation District Coalinga - Huron Recreation & Parks District Coastside Fire Protection District Contra Costa Mosquito & Vector Control District Copper Valley Community Services District Corcoran Irrigation District Corning Healthcare District Costa Mesa Sanitary District Crescenta Valley Water District Del Puerto Health Care District Delano Mosquito Abatement District Desert Recreation District Durham Irrigation District East Orange County Water District Emerald Bay Service District Fallbrook Regional Health District Georgetown Divide P.U.D. Glenn County Resource Conservation District Gold Mountain Community Services District Goleta Sanitary District Groveland Community Services District Helendale Community Services District Herlong Public Utility District Hilmar County Water District Humboldt Bay Municipal Water District Humboldt Community Services District Idyllwild Water District Igo Ono Community Services District Indian Valley Community Services District Ironhouse Sanitary District Kensington Police Protection and Community Services
District
Kenwood Fire Protection District
Keyes Community Services District La Puente Valley County Water District Lakeside Fire Protection District Las Gallinas Valley Sanitary District Leucadia Wastewater District Livermore Area Recreation and Park District Los Alamos Cemetery District Madera Irrigation District Mariana Ranchos County Water District Marina Coast Water District Mark Twain Health Care District McKinleyville Community Services District Mendocino Coast Recreation and Park District Mendocino County Waterworks District II Mission Hills Community Services District Mojave Water Agency Murphy's Sanitary District North County Fire Protection District, San Diego County North Humboldt Recreation and Park District North of River Sanitary District No. 1 Oceano Community Services District Olympic Valley Public Service District Orange County Cemetery District Oxnard Harbor District
Palos Verdes Library District Paradise Irrigation District Paradise Recreation & Park District Phelan Pinon Hills Community Services District Pico Water District Pine Grove Community Service District Pleasant Valley County Water District Pleasant Valley Recreation and Park District Page No. 2
39 California CLASS Participant List March 2024
Rainbow Municipal Water District Rancho Murieta Community Services District Rancho Santa Fe Fire Protection District Reclamation District No. 1000 Resource Conservation District of Greater San Diego
County
Rim of the World Recreation and Park District
San Antonio Basin Water District San Diego County Citrus Pest Control District San Gabriel Valley Mosquito and Vector Control District San Mateo County Mosquito and Vector Control District San Miguel Consolidated Fire Protection District San Simeon Community Services District Santa Cruz Port District Santa Maria Public Airport District Santa Ynez River Water Conservation District Sierra Resource Conservation District South Placer M.U.D. Stockton East Water District
Tahoe - Truckee Sanitation Agency Tahoe City Public Utility District Temecula Public Cemetery District Templeton Community Services District Town of Discovery Bay - Community Services District Trabuco Canyon Water District Tracy Rural County Fire Protection District Truckee Donner Recreation and Park District Truckee Sanitary District Truckee Tahoe Airport District Turner Island Water District Twentynine Palms Water District Union Public Utility District Vandenberg Village Community Services District Ventura River Water District Vista Fire Protection District Wallace Community Services District Weott Community Services District West Basin Municipal Water District West County Wastewater District Western Shasta Resource Conservation District Williams Fire Protection Authority Yuima Municipal Water District
Total Participants: 160
Disclaimer: This participant list is being made public as a service to our participant base. The listed participants are active as of the end of the month.

Page No. 3
40 California CLASS Registration Packet
41 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Welcome to California CLASS
Thank you for choosing California CLASS!
This packet contains all the materials necessary to set up your California CLASS account(s). If you have any questions about the registration process or about your California CLASS account(s), please do not hesitate to contact us. The California CLASS Client Service team can be reached any business day from 8:00 a.m. to 4:00 p.m. PT by phone at (877) 930-5213 or by email at [email protected].

California CLASS is not a bank. An investment in California CLASS is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although California CLASS Prime seeks to preserve the value of your investment at $1.00 per share, there is no guarantee it will do so. Please read the applicable California CLASS Information Statements carefully before making an investment decision. Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses.
42 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Registration Procedures
To participate in California CLASS, please complete the following:
1) Review the Joint Exercise of Powers Agreement and the applicable Information Statements relating to the California CLASS Prime Fund and the Enhanced Cash Fund (located in the Document Center at www.californiaclass.com).
2) Complete the California CLASS Participant Representation Form (page 4). 3) Complete the Participant Registration (page 5).
4) Complete the Authorized Contacts Form (pages 6/7).
5) Should you be interested in participating in California CLASS Prime, complete the California CLASS Prime Fund Account(s) to be Established form; you may open as many accounts as you wish (page 8). 6) Should you be interested in participating in California CLASS Enhanced Cash, complete the Enhanced Cash Participant Acknowledgement Form (page 9) and the California CLASS Enhanced Cash Fund Account(s) to be Established Form; you may open as many accounts as you wish (page 10). 7) Should you be interested in establishing Dual Authorization on the account, the Dual Authorization Form can be completed (page 11)
8) Keep the original forms for your records and send the completed packet to the California CLASS Client Service team by fax (877) 930-5214 or by email [email protected].

Questions? Please contact us; we would love to hear from you:

California CLASS Client Service Team
T (877) 930-5213
[email protected]
Through the California CLASS website, www.californiaclass.com, Participants will be regularly informed of important program information, holidays, upcoming Board meetings, Participant events, conferences, and more. Board of Trustee meetings, which are open to the public, are generally held quarterly and discuss relevant issues to the governance and operations of the California CLASS program.
43 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Participant Representation Form
Participant Information
Entity Name (Participant)
Participant Representations
The undersigned Authorized Signer for the Participant hereby represents and warrants the following during the period the Participant is investing in the California CLASS Investment Program:
 The Participant is (1) a Public Agency (as defined in the Joint Exercise of Powers Agreement) and (2)(a) a political subdivision of the State of California or (b) an organization whose income is excluded from taxable gross income under Section 115 of the Internal Revenue Code, in each case, that has the authority to invest funds in its treasury in investments in accordance with Section 53601 of the California Government Code.  The Participant is authorized to invest in the California CLASS.  Any Authorized Signer for the Participant designated in this California CLASS Registration Packet has full power and authority to make investments for the above Participant in the California CLASS Investment Program unless the California CLASS receives written notice from the Participant otherwise.  The Participant has reviewed and agrees to the limitations described in the Joint Exercise of Powers Agreement and the Information Statements for the Funds within the California CLASS Investment Program and acknowledges that it has been supplied with or been given access to information it requested in connection with making an investment in the California CLASS Investment Program.  The Participant has reviewed the Investment Policies for the Funds within the California CLASS Investment Program and has determined that they are consistent with the legal and policy limitations applicable to the Participant’s investments.
 The Participant has consulted with its own counsel and advisers as to all matters concerning investment in the California CLASS Investment Program.

Authorized Signer
Signature Date
Print Name Title
Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal. No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses. 44 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Participant Registration
Entity Information
Entity Name (Participant)
Entity Type: City/Town County School District Special District Other (Specify)
Mailing Address
City Zip County
Physical Address (if different than above)
City Zip County
Tax ID Fiscal Year End Date (Month/Day)
California CLASS and its transfer agent and administrator are authorized by the Participant to act on any instructions believed to be genuine for any service authorized on this form. To the extent permitted by law, the Participant I agrees that California CLASS, its transfer agent, and administrator, Public Trust Advisors LLC, and their respective officers, directors, affiliates, representatives, employees and agents (each an “Indemnified Party”) will not be liable for any losses, claims, expenses and liabilities (collectively, the “Losses”) that result from accepting such instructions, and agrees to indemnify and hold harmless each Indemnified Party from and against any and all Losses arising from or resulting from such reliance on, or acceptance of, such instructions. Withdrawal proceeds can be sent only to the bank(s) indicated below unless changed by written instructions. Each Participant is responsible for notifying California CLASS of any changes to its account(s).

Wires will be distributed every hour with the final distribution ending at 11:00 a.m. PT; distribution times are subject to change as needed by the California CLASS Administrator.

Additionally, California CLASS must be notified of any contributions by 11:00 a.m. PT to receive same day credit. If funds are not received by 2:00 p.m. PT, contribution orders will be voided.

Banking Information
Bank Name Bank Routing Number (ABA)
Account Title Account Number
Bank Contact* Contact’s Phone Number
Wire ACH Both
Additional Banking Information (Optional)
Bank Name Bank Routing Number (ABA)
Account Title Account Number
Bank Contact* Contact’s Phone Number
Wire ACH Both
*If there will only be one Authorized Signer on the California CLASS account, bank contact must be provided to verify bank account information
45 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Authorized Contacts
Authorized Signers Can: Read-Only Users Can:

Approve changes to the Investor Profile
Update banking/contact information
Process transactions
Receive account updates
Receive account updates
Request “view-only” access to monthly statements
and transaction confirmations
Authorized Signer
Print First and Last Name Title
Signature Required Phone (Required)
Email (Required) Fax
Additional Contact (Optional) – Note: California CLASS strongly advises each Participant to have multiple authorized signers to help prevent fraud
Print First and Last Name Title
*(Signature Required if Authorized Signer) Phone (Required) Email (Required) Fax
Permissions (check one only)
Authorized Signer to Move Funds*
Read-Only Access
Additional Contact (Optional)
Print First and Last Name Title
*(Signature Required if Authorized Signer) Phone (Required) Email (Required) Fax
Permissions (check one only)
Authorized Signer to Move Funds*
Read-Only Access
46 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Authorized Contacts (cont.)
Additional Contact (Optional)
Print First and Last Name Title
*(Signature Required if Authorized Signer) Phone (Required Email (Required) Fax
Permissions (check one only)
Authorized Signer to Move Funds*
Read-Only Access
Additional Contact (Optional)
Print First and Last Name Title
*(Signature Required if Authorized Signer) Phone (Required) Email (Required) Fax
Permissions (check one only)
Authorized Signer to Move Funds*
Read-Only Access
Additional Contact (Optional)
Print First and Last Name Title
*(Signature Required if Authorized Signer) Phone (Required) Email (Required) Fax
Permissions (check one only)
Authorized Signer to Move Funds*
Read-Only Access
47 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

California CLASS Prime Fund Account(s) to be Established Entity Name (Participant): _______________________________________________________________ Desired Subaccount Name(s)* i.e. General Fund, etc.:
(To be completed by Participant, at least one Subaccount is required) *Name must be limited to 35 characters.

Once your California CLASS account has been established, you will receive a confirmation email with your login credentials from [email protected]. If you do not receive your login credentials within 48 business hours of submission, please first check your junk or spam folder before calling the California CLASS Client Service team. 48 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Enhanced Cash Participant Acknowledgement Form
Participant Information
Entity Name (Participant)
Participant Acknowledgement
The undersigned Authorized Signer for the Participant hereby acknowledges the following:
 The Participant has received and reviewed the California CLASS Enhanced Cash Information Statement.
 All Enhanced Cash investments are made in accordance with the California CLASS Enhanced Cash Investment Policy.
 California CLASS Enhanced Cash is designed to complement the daily liquidity of the California CLASS Prime Fund by gaining exposure to a diversified portfolio of high-quality securities. California CLASS Enhanced Cash is better suited for funds not needed on a frequent or near-term basis. California CLASS Enhanced Cash is designed for investors with a slightly longer investment horizon and the ability to tolerate a higher risk profile.
 California CLASS Enhanced Cash does not seek to maintain a stable net asset value (NAV) and does not offer daily liquidity. Unlike the California CLASS Prime Fund, investing in California CLASS Enhanced Cash introduces the potential for the reporting of unrealized and realized gains and losses.  Withdrawals are unlimited and met on a transaction date plus one (1) business day basis (T+1).  Withdrawals can only be initiated in the Participant Portal.  Any Authorized Signer has full power and authority to make investments for the above Participant.

Authorized Signer
Signature Date
Printed Name Title
The investment advisor providing these services is Public Trust Advisors, LLC (Public Trust), an investment adviser registered with the SEC under the Investment Advisers Act of 1940, as amended. Registration with the SEC does not imply a certain level of skill or training. Additionally, this registration provides no guarantee of return or protection against loss. California CLASS is not a bank. An investment in California CLASS is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Please read the applicable California CLASS Information Statements carefully before making an investment decision. Many factors affect performance including changes in market conditions and interest rates and in response to other economic, political, or financial developments. Investment involves risk including the possible loss of principal.

No assurance can be given that the performance objectives of a given strategy will be achieved. Past performance is no guarantee of future results. Any financial and/or investment decision may incur losses
49 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

California CLASS Enhanced Cash Fund Account(s) to be Established Entity Name (Participant): _______________________________________________________________ Desired Subaccount Name(s)*:
(To be completed by Participant)
*Name must be limited to 35 characters.

Once your California CLASS account has been established, you will receive a confirmation email with your login credentials from [email protected]. If you do not receive your login credentials within 48 business hours of submission, please first check your junk or spam folder before calling the California CLASS Client Service team.

California CLASS Enhanced Cash is designed to
complement the daily liquidity of the California CLASS
Prime Fund. California CLASS Enhanced Cash is better
suited for funds not needed on a frequent or nearterm basis. California CLASS Enhanced Cash is designed for investors with a slightly longer
investment horizon and the ability to tolerate a higher risk profile.

California CLASS Enhanced Cash does not seek
to maintain a stable net asset value (NAV) and
does not offer daily liquidity. Unlike the California
CLASS Prime Fund, investing in California CLASS
Enhanced Cash introduces the potential for the
reporting of unrealized and realized gains and losses.

If you have questions about which of your local
government’s funds are appropriate for the California
CLASS Enhanced Cash portfolio, please contact your
California CLASS representative or email
[email protected].
50 717 17th Street, Suite 1850
Denver, Colorado 80202
T (877) 930-5213
F (877) 930-5214
[email protected]
www.californiaclass.com
Form Version 09/2023

Dual Authorization Form
Participant Name:

Please utilize this form to request dual authorization capabilities on your California CLASS account. Dual authorization ensures that any transaction entered via the California CLASS online transaction portal requires approval from a second Authorized Signer in order to be processed (internal transfers between subaccounts do not require dual authorization). Note: All Authorized Signers listed on the account can enter transactions and approve them (not just the users below).

Request to Add Dual Authorization
Dual authorization is hereby approved for _____________________________ by the Authorized Signer below. By approving dual authorization, the Authorized Signer acknowledges that transactions not approved by the 11:00 a.m. PT cutoff will not be processed. Please ensure transactions are entered in a timely manner and that other authorized signers are available to approve the transactions for processing.

Authorized Signer’s Signature Date
Printed Name Title
Participant Name
51 Agenda Item: 14.C
Date of Meeting: June 24, 2024
Department: Finance
To: City Council
From: Ethan Aukee
Subject: FY 2023-24 Final Budget Adjustments
Prepared On: June 14, 2024
Attachments: FY 2023-24 Final Budget Adjustments

STAFF REPORT
Background/History:

It is the goal of City staff to ensure that all spending and intention to spend is approved by City Council prior to spending. The City budget priorities shift throughout the fiscal year due to changes in staffing, needs, goals, etc. Also, certain expense accounts may not be fully expended by the end of the fiscal year and the approved spending could be repurposed. The proposed budget adjustments are being presented to reallocate spending to ensure that all spending throughout the end of the fiscal year is approved, and opportunities to more effectively utilize approved spending are seized.

Analysis/Discussion:

The proposed budget adjustments span across multiple City Funds; however, the net result of the proposed budget adjustments is spending neutral. Net increases are needed for legal professional services, litigation, and asset forfeiture refunds, and these increases are offset by a net decrease in streets maintenance. All other adjustments are balanced and made within each respective department.

Economic Impacts:

There are no significant economic impacts.

Budget Impacts:

An increase in Fire Department strike team pay in the amount of $10,706.58 is offset by an increase in General Fund revenue for reimbursement of strike team pay in the same amount.

All other accounts included in the proposed budget adjustments are expense accounts. Total debits and credits associated with the proposed budget adjustments are balanced, each totaling $204,382.03. No additional net spending approval is being requested at this time.

Legal Review:
52 City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.

Recommended Action:

City Council to review and approve the proposed budget adjustments.

Approved By: Ethan Aukee 6/14/2024
Approved By: Robin Picken 6/14/2024
Approved By: Deston Dishion 6/18/2024
Approved By:
53 City Council
Account # Description Debit Credit Commentary001-010-51007 HEALTH INSURANCE (3,020.35) Overestimated premium increase001-010-52014 MEETINGS, TRAVEL, CONF. 4,800.00 Needed to cover forecasted total expenses
001-010-52015 PROFESSIONAL/TECH. SVS. (4,800.00) Not going to spend this FY001-010-52019 MISC. DUES & SUBSCRIPT. 120.00 Needed to cover forecasted total expenses
001-010-52045 IT
2,750.25
Granicus was expensed to an incorrect account in prior years 001-010-56028 CAPITAL EQUIPMENT
150.10
Needed to cover sales tax on computer replacement purchase 7,820.35 (7,820.35)
Buildings & GroundsAccount # Description Debit Credit Commentary001-016-56027

CAPITAL IMPROVEMENT
581.35
Council Chambers microphone replacement exceeded budget 001-016-51027

PERS EMPLOYEE/EMPLOYER

33.00 Balance sheet clean up resulted in use of this expense account 001-016-52018 SPECIAL DEPT. SUPPLIES (614.35) Not going to spend this FY 614.35 (614.35)
Police DepartmentAccount # Description Debit Credit Commentary001-020-51001 SALARIES-FULL TIME (40,000.00) Not going to use based on short-staffing
001-020-51004 OVERTIME WAGES 58,588.26 Needed based on short-staffing 001-020-51025 RETIREE HEALTH INSURANCE
(18,588.26)
Overestimated expected premium increase
001-020-52009 TRAINING (922.45) Not going to utilize this FY 001-020-52014 MEETINGS, TRAVEL, CONF. 277.01 Needed to cover forecasted total001-020-56029 CAPITAL EQUIP. REPLACE. 645.44
Needed to cover sales tax on computers replacement purchase 59,510.71 (59,510.71)
54 C.O.P.S.

Account # Description Debit Credit Commentary033-033-51004 OVERTIME WAGES (20,000.00)
Decreasing based on all wages covered within GF
033-033-56029 CAPITAL EQUIP. REPLACE. 20,000.00 Increased to purchase drone 033-033-51007 HEALTH INSURANCE

18.03 Balance sheet clean up resulted in use of this expense account 033-033-53020 VEHICLE OPERATION (18.03) Not going to utilize this FY 20,018.03 (20,018.03)
Street MaintenanceAccount # Description Debit Credit Commentary001-023-52013

COMMUNICATIONS
300.00 Needed to cover forecasted total expenses
001-023-56034

LEASE PRINCIPAL
450.00 Needed to cover forecasted total expenses
001-023-52017

WASTE FEES
1,800.00 Needed to cover forecasted total expenses
001-023-51025

RETIREE HEALTH INSURANCE
(2,550.00)
Overestimated expected premium increase
001-023-56027 CAPITAL IMPROVEMENT (37,446.00) Not going to utilize this FY 2,550.00 (39,996.00)
SewerAccount # Description Debit Credit Commentary002-051-51007

HEALTH INSURANCE
256.53 Needed to cover forecasted total expenses
002-051-57000

LEASE PRINCIPAL
450.00 Needed to cover forecasted total expenses
002-051-52006 RECRUITMENT (706.53) Not going to utilize this FY 706.53 (706.53)
55 Water
Account # Description Debit Credit Commentary004-050-52045 IT
500.00 Needed to cover forecasted total expenses
004-050-57000

LEASE PRINCIPAL
600.00 Needed to cover forecasted total expenses
004-050-51007 HEALTH INSURANCE (1,100.00) Overestimated premium increase 1,100.00 (1,100.00)
AdministrationAccount # Description Debit Credit Commentary001-011-51007

HEALTH INSURANCE
1,658.58 Needed to cover forecasted total expenses
001-011-51042 UNEMPLOYMENT INS. (3,858.58) Not going to utilize this FY001-011-52012

OFFICE SUPPLIES,POSTAGE
2,200.00
Needed to cover forecasted total expenses. Incl. lease on City-wide copiers 3,858.58 (3,858.58)
FinanceAccount # Description Debit Credit Commentary001-012-51008

DENTAL INSURANCE

20.72 Needed to cover forecasted total expenses
001-012-52009 TRAINING (20.72) Not going to utilize this FY

20.72 (20.72)
LegalAccount # Description Debit Credit Commentary001-014-52015 PROFESSIONAL/TECH. SVS.
30,000.00 Needed to cover forecasted total expenses
001-014-55040

LITIGATION SERVICES
4,000.00 Needed to cover forecasted total expenses
34,000.00 -
56 Insurance
Account # Description Debit Credit Commentary001-015-52016

INSURANCE
2,024.00
Needed to cover forecasted total expenses. Premium was initially coded to Administration, needs to be moved to this account. 2,024.00 -
Fire DepartmentAccount # Description Debit Credit Commentary001-021-51003

STRIKE TEAM PAY
10,706.58 Needed to cover forecasted total expenses
001-000-34095

STRIKE TEAM/OES/CAL FIRE
(10,706.58)
Expected reimbursement revenue for strike team activity 001-021-56028

CAPITAL EQUIPMENT
2,813.32
VFC Grant expensed within capital account, needed to cover forecasted total expenses 001-021-52018 SPECIAL DEPT. SUPPLIES (2,813.32) Not going to utilize this FY001-021-52017

WASTE FEES
300.00 Needed to cover forecasted total expenses
001-021-52009 TRAINING (300.00) Not going to utilize this FY 13,819.90 (13,819.90)
After School ProgramAccount # Description Debit Credit Commentary001-035-52045 IT
700.00 Needed to cover forecasted total expenses
001-035-51042 UNEMPLOYMENT INS. (500.00) Not going to utilize this FY001-035-52018 SPECIAL DEPT. SUPPLIES (200.00) Not going to utilize this FY 700.00 (700.00)
57 Pool
Account # Description Debit Credit Commentary001-037-52045 IT
1,650.69 Needed to cover forecasted total expenses
001-037-52018 SPECIAL DEPT. SUPPLIES (19,700.69) Not going to utilize this FY001-037-52047

CONCESSIONS
1,000.00 Needed to cover forecasted total expenses
001-037-52010

HEAT,LIGHT,POWER
17,050.00 Needed to cover forecasted total expenses
19,700.69 (19,700.69)
Summer CampAccount # Description Debit Credit Commentary001-038-52045 IT

21.02 Needed to cover forecasted total expenses
001-038-52018 SPECIAL DEPT. SUPPLIES (21.02) Not going to utilize this FY

21.02 (21.02)
Asset ForfeitureAccount # Description Debit Credit Commentary011-000-55101 REFUNDS 1,422.00 Asset forfeiture, return of evidence 1,422.00 -
58 Parks and Rec
Account # Description Debit Credit Commentary001-031-51002 SALARIES/PART-TIME 16,100.00 Needed to cover forecasted total expenses
001-031-51004 OVERTIME WAGES
4,000.00 Needed to cover forecasted total expenses
001-031-51017 PARS-ARS
230.00 Needed to cover forecasted total expenses
001-031-51042 UNEMPLOYMENT INS.
1,585.00 Needed to cover forecasted total expenses
001-031-51043 DISABILITY INSURANCE

14.90 Needed to cover forecasted total expenses
001-031-52015 PROFESSIONAL/TECH. SVS.
3,000.00 Needed to cover forecasted total expenses
001-031-52045 IT
3,460.00 Needed to cover forecasted total expenses
001-031-56029 CAPITAL EQUIP. REPLACE.
154.52 Needed to cover forecasted total expenses
001-031-52017 WASTE FEES
5,400.00 Needed to cover forecasted total expenses
001-031-58030 URBAN GREENING GRANT (33,944.42) Not going to utilize this FY 33,944.42 (33,944.42)
59 Sunrise Mobile Home Park
Account # Description Debit Credit Commentary012-095-51006 VISION

0.26 Needed to cover forecasted total expenses
012-095-51007 HEALTH INSURANCE
791.53 Needed to cover forecasted total expenses
012-095-51008 DENTAL INSURANCE

34.53 Needed to cover forecasted total expenses
012-095-51011 MEDICARE TAX
160.00 Needed to cover forecasted total expenses
012-095-51022 P.A.R.S SYSTEM
200.00 Needed to cover forecasted total expenses
012-095-51024 EMPLOYER COMP MATCH

50.00 Needed to cover forecasted total expenses
012-095-51027 PERS EMPLOYEE/EMPLOYER
500.00 Needed to cover forecasted total expenses
012-095-51046 OPEB/POST EMP BENEFITS
100.00 Needed to cover forecasted total expenses
012-095-52017 WASTE FEES
700.00 Needed to cover forecasted total expenses
012-095-52045 IT

14.41 Needed to cover forecasted total expenses
012-095-56027 CAPITAL IMPROVEMENT (2,550.73) Not going to utilize this FY 2,550.73 (2,550.73)
204,382.03 (204,382.03)
60 Budget Report for the Month
of May 2024
61 5/31/2024 11/30/2021
General Fund Revenue
Account # Revenue Actual Budget Percent Received
001­000­31010 Property Taxes Secured 621,130.70 540,000.00 115% 001­000­31020 Property Taxes Unsecured 52,565.59 45,000.00 117% 001­000­31030 Property Taxes Prior Yr. 4,204.02 6,000.00 70% 001­000­31050 Property Tax Homeowners 1,304.02 2,200.00 59% 001­000­31060 Property Tax Misc. ­ 21,000.00 0%
001­000­31065 VLF Swap/Property Tax In Lieu ­ 350,000.00 0% 001­000­31066 Vehicle License Fee In Excess 4,782.92 3,700.00 129% 001­000­31120 Sales Tax 3,982,683.61 5,000,000.00 80%
001­000­31126 DWP Water Agreement Payment 232,799.00 232,799.00 100% 001­000­31128 Sales Tax 1/2% ­ Public Safety 11,656.53 15,000.00 78% 001­000­31130 Transient Occupancy Tax 2,557,193.85 3,100,000.00 82% 001­000­31131 TOT Penalties 9,044.29 ­ 0%
001­000­31132 TOT Prior Year 220,352.73 200,000.00 110% 001­000­31150 Real Property Transfer 13,022.66 10,000.00 130% 001­000­32010 Business Licenses 66,748.90 62,000.00 108% 001­000­32011 BL Penalties ­ ­ 0%
001­000­32015 Short­Term Rentals 2,414.60 2,250.00 107% 001­000­32020 SB 1186/ADA ­ ­ 0%
001­000­32030 Parking Permits 4,900.00 5,000.00 98%
001­000­32035 Tentative Map Permits ­ ­ 0%
001­000­32040 Use Permits 1,620.00 3,000.00 54%
001­000­32041 Environmental Application Fee 120.00 1,000.00 12% 001­000­32050 Building Permits 115,685.08 110,000.00 105% 001­000­32051 Plan Check Fee 3,550.00 500.00 710%
001­000­32080 Electrical Franchise 48,848.97 32,000.00 153% 001­000­32081 Cell Tower Franchise 35,000.00 42,000.00 83% 001­000­32090 TV Franchise 7,445.87 10,000.00 74%
001­000­33010 Interest On Bank Deposits 313,605.38 220,000.00 143% 001­000­33020 Rental Of Real Property 105,527.92 100,000.00 106% 001­000­34010 Motor Vehicle In Lieu ­ ­ 0%
001­000­34015 Mtr Veh Lic Fee 11005.7 ­ ­ 0%
001­000­34040 Reimb. For Highway Sweeping 44,166.60 53,000.00 83% 001­000­34041 HWY 6 Trash 37,500.00 45,000.00 83%
001­000­34045 RSTP ­ ­ 0%
001­000­34046 DOC/Recycling Grant ­ ­ 0%
001­000­34047 Reimbursement From BUSD ­ ­ 0%
001­000­34049 DWP Tree Sponsorship ­ ­ 0%
001­000­34050 MISC REVENUE CAPITAL REPLACE 31,331.00 31,331.00 100% 001­000­34079 Fire EMS Funding 12,500.00 12,500.00 100% 001­000­34080 Reimb. RFD W/Comp. ­ ­ 0%
001­000­34081 Salary Reimbursement From RFPD ­ ­ 0%
001­000­34082 Misc. Reimbursement From RFPD ­ ­ 0%
001­000­34083 Fire Inspection Fees 1,337.17 2,000.00 67% 001­000­34094 Local Response Standby ­ 1,000.00 0%
001­000­34095 Strike Team/OES/Cal Fire 95,720.98 82,320.00 116% 001­000­34110 Court Restitutions ­ ­ 0%
001­000­34111 Ordinance Enforcement ­ ­ 0%
001­000­34116 DOJ ­ Bullet Proof Vest Grant ­ ­ 0%
001­000­34120 Peace Officer S&T 6,648.69 9,500.00 70%
001­000­34121 RAN Reimbursement 9,768.53 6,000.00 163%
62 001­000­34122 DVROS ­ State ­
­ 0%
001­000­34124 Budget Act 2013/Law Enf. ­ ­ 0%
001­000­34125 Parking Citations 7,322.49 6,000.00 122%
001­000­34126 Tow Fees 3,125.00 2,630.00 119%
001­000­34140 Dispatch Contracts ­ 6,000.00 0%
001­000­34141 PD Grants 121,460.95 121,460.95 100%
001­000­34145 4850 Pay Reimbursement 5,223.61 ­ 0%
001­000­34160 911 Reimbursement ­ State ­ ­ 0%
001­000­35020 Strong Motion Inst. Program 999.56 500.00 200% 001­000­35060 CBSC/Building Permit 295.00 200.00 148%
001­000­36010 Sale Of City Property 756.00 ­ 0%
001­000­36020 Insurance Refunds & Dividends ­ ­ 0%
001­000­36025 Forfeiture Of Deposits ­ ­ 0%
001­000­36020 Insurance Refunds & Dividends ­ ­ 0%
001­000­36030 Miscellaneous Revenue 10,857.71 15,000.00 72% 001­000­36031 Retiree Medical Copay 2,832.00 3,500.00 81% 001­000­36040 Fingerprinting & Reports 23,393.00 23,500.00 100% 001­000­36041 Subpoenas ­ ­ 0%
001­000­36042 AB109/Realignment ­ 50,000.00 0%
001­000­36070 Civic Arts ­ ­ 0%
001­000­36074 Summer Program Tuition 39,780.00 40,000.00 99% 001­000­36075 KIND Activity Fee ­ ­ 0%
001­000­36076 KIND Tuition ­ ­ 0%
001­000­36077 ASP Activity Fee ­ ­ 0%
001­000­36078 After School Program 83,606.00 92,000.00 91% 001­000­36079 Gymnastics Club ­ ­ 0%
001­000­36089 Children's Day of Arts ­ ­ 0%
001­000­37010 Special Event Insurance 350.00 ­ 0%
001­000­39240 Tennis ­ ­ 0%
001­000­39250 Softball 13,552.31 16,000.00 85%
001­000­39251 Soccer 4,375.00 4,375.00 100%
001­000­39255 Volleyball 2,200.00 ­ 0%
001­000­39260 Basketball 600.00 ­ 0%
001­000­39270 Aerobic, Dance, Zumba 640.00 640.00 100%
001­000­39275 Facility Rental Fee 1,950.00 2,000.00 98% 001­000­39278 Tree Dedication (90.24) ­ 0%
001­000­39280 Youth Program 2,010.00 2,800.00 72%
001­000­39281 Gymnastics 23,994.00 21,000.00 114%
001­000­39283 Pageant ­ ­ 0%
001­000­39289 Pool ­ Lifeguard Recert ­ ­ 0%
001­000­39290 Pool ­ Public Swim 18,363.00 23,500.00 78% 001­000­39291 Pool ­ Rentals 4,612.00 15,000.00 31%
001­000­39292 Pool ­ Swim Lessons 20,012.00 24,000.00 83% 001­000­39293 Pool ­ Concessions 1,692.50 2,400.00 71%
001­000­39294 Pool ­ Water Fitness 5,355.00 7,900.00 68% 001­000­39297 Youth Athletics (25.00) 500.00 ­5%
001­000­39710 Fines & Forefeitures 296.04 300.00 99%
001­000­39722 TUT Measure A ­ ­ 0%
001­000­39925 City Cost Plan ­ ­ 0%
001­000­39990 Other Finance Sources ­ ­ 0%
001­000­39995 City Cost Plan ­ ­ 0%
001­000­39999 Revenue ­Transfers In 500,000.00 500,000.00 100% 001­000­40000 Caltrans Sustainable Grant ­ ­ 0%
001­000­40001 SB2 Housing & Community ­ ­ 0%
63 001­000­40002 PROP 68 Green Infrastructure 32,567.85 100,000.00 33% 001­000­40003 Playground Grant ­ ­ 0%
001­000­40004 COVID­19 Funding ­ ­ 0%
001­000­40005 LEAP Grant 4,984.52 ­ 0%
001­000­40006 REAP Grant ­ ­ 0%
Total Revenue 9,592,269.91 11,437,305.95 84%
64 5/31/2024 Department Actual Budget Percent Used
001­010­_____ City Council 173,136.93 190,551.93 91%
001­011­_____ Administration 743,938.75 903,541.90 82%
001­012­_____ Finance 280,604.10 316,058.07 89%
001­013­_____ Treasurer 1,698.99 1,904.76 89%
001­014­_____ Legal 177,919.19 199,996.89 89%
001­015­_____ Insurance 306,453.50 304,429.50 101%
001­016­_____ Building & Grounds 176,351.37 228,325.73 77% 001­018_____ Elections 1,451.98 1,700.00 85%
001­019­_____ Community Promotion 52,700.00 172,100.00 31% 001­020­_____ Police Department 4,083,597.94 4,576,579.70 89% 001­021­_____ Fire Department 532,227.36 753,629.22 71% 001­022­_____ Building 73,354.45 152,130.00 48%
001­023­_____ Street Maintenance 932,048.16 1,686,813.96 55% 001­031­_____ Parks & Rec 1,128,837.81 1,384,850.88 82% 001­034­_____ Planning 330,672.84 442,726.44 75%
001­035­_____ After School Program 68,906.23 78,850.00 87% 001­037­_____ Pool 130,616.27 178,739.31 73%
001­038­_____ Summer Camps 24,018.50 48,420.00 50%
Total Expenses 9,218,534.37 11,621,348.29 79%
General Fund Expenses
65 5/31/2024 Fund/Account Actual Budget Percent Used
Sewer Fund ­ Revenue
002­000­33010 Interest on Bank Deposits 86,562.51 60,000.00 144% 002­000­33020 Rental of Real Property ­ ­ 0%
002­000­39017 Sewer Miscellaneous 33,593.59 30,000.00 112% 002­000­39020 Sewer Service Collection 1,288,892.52 1,330,000.00 97% 002­000­39023 Sewer Service Penalties 1,343.37 1,250.00 107% 002­000­39035 Solar Rebates 2,932.40 2,932.40 100%
002­000­39075 Reimbursement From ESCSD 17,971.90 176,050.00 10% Total: 1,431,296.29 1,600,232.40 89%
002­051­_____ Sewer Fund ­ Expenses 1,085,905.04 1,836,358.46 59% Account # Fund/Account Actual Budget Percent Used
Water Fund ­ Revenue
004­000­33010 Interest On Bank Deposits 81,579.43 60,000.00 136% 004­000­33020 Rental Of Real Property ­ ­ 0%
004­000­39012 Water Service Collection 1,018,931.44 1,111,000.00 92% 004­000­39013 Water Service Penalties 1,060.46 1,200.00 88% 004­000­39017 Water Miscellaneous 32,562.48 30,000.00 109% 004­000­39019 Backflow Fee ­ ­ 0%
004­000­39035 Solar Rebates ­ ­ 0%
Total: 1,134,133.81 1,202,200.00 94%
004­050­_____ Water Fund ­ Expenses 1,173,592.58 1,602,307.09 73% Account # Fund/Account Actual Budget Percent Used
SMHP ­ Revenue
012­000­33010 Interest On Bank Deposits 11,900.29 9,000.00 132% 012­000­39735 Utilities Clearing Account 34,080.00 38,400.00 89% 012­000­39750 Rents ­ Assisted Units 5,785.00 6,600.00 88% 012­000­39760 Rents ­ Unassisted Units 92,983.00 100,000.00 93% 012­000­39811 Miscellaneous (348.18) ­
012­000­39812 Gain On Sale ­ ­ 0%
Total: 144,400.11 154,000.00 94%
012­095­_____ SMPH ­ Expenses 156,635.71 172,274.85 91% Enterprise Funds
66 5/31/2024 Fund/Account Actual Budget Percent Used
COPS Fund ­ Revenue
033­000­33010 Interest On Bank Deposits 5,812.19 ­ 0%
033­000­39967 COPS/AB 1913 100,000.01 100,000.00 100%
Total: 105,812.20 100,000.00 106%
033­033­_____ COPS Fund ­ Expenses 94,110.65 149,865.00 63% Account # Fund/Account Actual Budget Percent Used
Gas Tax Fund ­ Revenue
003­000­33010 Interest on Bank Deposits ­ ­ 0%
003­000­39100 Section 2105 19,314.81 22,500.00 86%
003­000­39110 Section 2107­5 1,000.00 1,000.00 100%
003­000­39120 Section 2107 25,983.22 30,300.00 86%
003­000­39130 Section 2106 16,506.18 19,500.00 85%
003­000­39135 Misc/Prop 42 29,062.14 34,200.00 85%
003­000­39137 Traffic Congestion Relief ­ ­ 0%
003­000­39139 SB 1 80,841.83 84,100.00 96%
Total: 172,708.18 191,600.00 90%
003­030­_____ Gas Tax Fund ­ Expenses 105,307.43 224,729.74 47% Special Funds
67 shop Bank Reconciliation Report - by Bank NumberCity of Bi Page: 1 Jun 18, 2024 9:05AM
Report Criteria:

Print Outstanding Checks and Deposits and Bank and Book adjustments Eastern Sierra Checking (Eastern Sierra Checking) (1)
May 31, 2024
Account: 99900010110
Bank Account Number: 006107370
Bank Statement Balance: 1,845,251.86 Book Balance Previous Month: 1,721,578.73 Outstanding Deposits: 9,831.07 Total Receipts: 2,004,373.66 Outstanding Checks: 409,097.29 Total Disbursements: 2,278,276.06 Bank Adjustments: 1,690.69 Book Adjustments: .00
Bank Balance: 1,447,676.33 Book Balance: 1,447,676.33
Proof (Bank balance less book balance): .00
Outstanding Deposits Section
Deposit
Number
Deposit
Amount
Deposit
Number
Deposit
Amount
Deposit
Number
Deposit
Amount
Deposit
Number
Deposit
Amount
19 280.00 1034 128.00- 1057 101.00 1108 88.29-
1110 565.46 1132 1,472.00- 1137 370.00- 1145 359.00
1159 64.00- 1213 185.00- 1232 56.36 1234 558.40
1239 2,691.33 1240 832.06 1246 3,533.75 1247 761.00
1256 2,400.00
Grand Totals:
9,831.07
Deposits cleared: 113 items Deposits Outstanding: 17 items Outstanding Checks Section
Check
Number
Check
Amount
Check
Number
Check
Amount
Check
Number
Check
Amount
Check
Number
Check
Amount
1092 19.83 1639 38.00 1644 38.00 2443 165.48
3849 74.99 4696 1,623.97 4738 250.29 4877 6,920.00
5119 457.64 5546 119.89 6366 313.36 6412 100.00
6693 48.03 6777 164.50 6810 442.73 6948 668.91
7108 4,602.50 7258 144.96 7412 18.58 7420 18.58
7859 1,076.50 8324 66.50 8752 110.82 9412 203.50
9861 .11 9941 46.25 10539 55.50 10573 46.17
10697 16.30 10709 1,500.00 10711 55.50 10750 43.86
10754 199.48 10755 199.48 10759 70.19 10771 718.90
10790 145.40 10837 692.52 10842 280.74 10843 220.25
10844 132.98 10848 140.38 10852 78.50 10857 80.76
10858 1,560.00 10859 369.23 10860 55.50 10861 5,871.24
10862 361.05 10863 1,891.28 10864 58,154.65 10865 14,647.29 10866 1,437.94 10867 559.16 10868 4,205.74 10877 247.58 10878 247.58 10886 64.00 10889 1,130.01 10892 876.76
10899 168.55 10900 2,999.00 10904 463.14 10906 97.90
10914 425.00 10915 1,507.29 10918 65.23 10920 1,491.84
10925 155.14 10926 234.43 10927 184.70 10929 1,776.26
10930 275.30 10931 140.38 10932 55.41 10933 826.82
10934 473.75 10935 394.79 10936 149.61 10937 351.64
10938 336.70 10939 94.20 10940 1,070.33 10941 886.45
10942 3,747.59 10943 78.50 10944 86.34 10945 238.14
10946 27.48 10947 141.29 10948 141.29 10949 62.79
10950 204.10 10951 62.79 10952 15.70 10953 166.23
68 shop Bank Reconciliation Report - by Bank NumberCity of Bi Page: 2 Jun 18, 2024 9:05AM
Check
Number
Check
Amount
Check
Number
Check
Amount
Check
Number
Check
Amount
Check
Number
Check
Amount
10954 473.75 10955 122.82 10956 80.76 10957 369.23
10958 27.75 10959 29,100.23 10960 7,339.46 10961 1,583.52 10962 235.00 10963 487.00 10964 570.00 10965 160.00
10966 6,948.81 10967 504.25 10968 580.69 10969 495.09
10970 115,224.25 10971 377.11 10972 6.73 10973 1,315.87 10974 85.00 10975 130.48 10976 40.13 10977 400.00
10978 25.00 10979 2,366.54 10980 6,000.00 10981 55.00
10982 259.06 10983 497.14 10984 990.00 75403 8.00
51724202 2,689.54 51724204 31,518.85 51724205 1,868.75 53124200 6,117.00 53124201 2,689.54 53124202 19,985.53 53124203 31,814.72 53124204 1,868.75 Grand Totals:
409,097.29
Checks cleared: 268 items Checks Oustanding: 136 items
Bank Adjustments Section
Description Amount Description Amount
J Scida Wages Incorrectly Paid and Owed 1,690.71 Carrying Prior Month Bank Adjustment .02- Grand Totals: 1,690.69
Book Adjustments Section
69 CITY OF BISHOP

COMBINED CASH
MAY 31, 2024
FOR ADMINISTRATION USE ONLY 92 % OF THE FISCAL YEAR HAS ELAPSED 06/18/2024 09:08AM PAGE: 1

COMBINED CASH ACCOUNTS
999-000-10110 CASH IN BANK 1,443,055.85
999-000-10111 LAIF INVESTMENT 19,253,331.19
999-000-10112 CASH EASTERN SIERRA BANK .00
999-000-10113 CASH IN COUNTY TREASURY .00
999-000-10115 CASH IN BANK XPRESS BILLPAY 32,769.08
999-000-10175 CASH CLEARING UTILITIES 17,811.91
999-000-10176 BUSINESS CASH CLEARING 426.10
TOTAL COMBINED CASH 20,747,394.13
999-000-10100 CASH ALLOCATED TO FUNDS ( 20,747,394.13)
TOTAL UNALLOCATED CASH .00

CASH ALLOCATION RECONCILIATION
1 ALLOCATION TO GENERAL FUND 10,486,094.50
2 ALLOCATION TO SEWER FUND 2,654,028.68
3 ALLOCATION TO GAS TAX 424,838.05
4 ALLOCATION TO WATER FUND 2,333,166.59
5 ALLOCATION TO RFPD 1,055,303.29
6 ALLOCATION TO IMBC FIDUCIARY .00
7 ALLOCATION TO LOCAL TRANSPORTATION FUND 89,758.82
8 ALLOCATION TO BOND AND TRUST FUND 19,039.55
9 ALLOCATION TO TRAFFIC SAFETY 8,141.29
10 ALLOCATION TO TUT MEASURE A 1,343,245.51
11 ALLOCATION TO ASSET FORFEITURE 5,300.63
12 ALLOCATION TO SUNRISE MHP 380,922.08
13 ALLOCATION TO GENERAL FIXED ASSETS .00
15 ALLOCATION TO WATER IMPROVEMENT .00
18 ALLOCATION TO FUND 018 .00
19 ALLOCATION TO STREETS-SIDEWALK IMPROVEMENT 750,000.00 21 ALLOCATION TO CANINE DONATION 8,012.54
22 ALLOCATION TO HEAVY EQUIPMENT REPLACEMENT 300,000.00 23 ALLOCATION TO PROPERTY/HOUSING DEVELOPMENT 117,266.25 24 ALLOCATION TO BAWA .00
25 ALLOCATION TO WAYFINDING & SIGNAGE PROJECT .00
29 ALLOCATION TO FUND 029 .00
33 ALLOCATION TO C.O.P.S. 216,403.90
37 ALLOCATION TO HOME FUNDS/WILLOW ST 100,302.76
54 ALLOCATION TO STIP E. LINE ST. BRIDGE REPL. 309,348.21 55 ALLOCATION TO S WARREN ST. IMPROVEMENT .00
57 ALLOCATION TO SEIBU TO SCHL BIKE PATH .00
58 ALLOCATION TO PINE TO PARK/STIP .00
59 ALLOCATION TO WEST JAY STREET .00
60 ALLOCATION TO STIP-SPRUCE/YANEY/HANBY .00
61 ALLOCATION TO E. LINE ST. IMPROVEMENTS .00
62 ALLOCATION TO PLAYGROUND EQUIPMENT PROJECT .00
70 ALLOCATION TO HOME OWNER ASSIST PRGM 128,100.00
71 ALLOCATION TO SILVER PEAK/IMACA .00
72 ALLOCATION TO VALLEY APTS/13 CDBG 8972 18,121.48
70 CITY OF BISHOP

COMBINED CASH
MAY 31, 2024
FOR ADMINISTRATION USE ONLY 92 % OF THE FISCAL YEAR HAS ELAPSED 06/18/2024 09:09AM PAGE: 2 TOTAL ALLOCATIONS TO OTHER FUNDS 20,747,394.13
ALLOCATION FROM COMBINED CASH FUND - 999-000-10100 ( 20,747,394.13) ZERO PROOF IF ALLOCATIONS BALANCE .00
71 INVESTMENT PORTFOLIO FOR THE CITY OF BISHOP
MONTH OF MAY 2024
Statement Period Account Type Balance Average Monthly Yield May 2024 LAIF $19,253,331.13 4.332%
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1838
83 Agenda Item: 14.F
Date of Meeting: June 24, 2024
Department: Administration
To: City Council
From: Robin Picken
Subject: Approve the City of Bishop Workplace Violence Prevention Program (WVPP)
Prepared On: June 13, 2024
Attachments: City of Bishop Workplace Violence Prevention Plan - 6/24/2024

STAFF REPORT
Background/History:

Governor Newsom signed SB 553 (Cortese) into law on September 30, 2023. The bill, codified in Labor Code section 6401.9, requires the City of Bishop to establish, implement, and maintain a workplace violence prevention plan (WVPP) no later than July 1, 2024.

More specifically, the City must adhere to the following requirements:
• Establish, implement, and maintain an effective workplace violence prevention plan containing specified information in all work areas at all times. • Record information in a violent incident log for every workplace violence incident. • Effectively train employees on the workplace violence prevention plan, including providing additional training when a new or previously unrecognized workplace violence hazard has been identified and when changes are made to the plan.
• Maintain records of workplace violence hazard identification, evaluation, and correction. • Maintain training records to be created and maintained. • Maintain violent incident logs and workplace incident investigation records as specified. • Make available certain records to Cal/OSHA, employees, and employee representatives, as specified.

Analysis/Discussion:

A critical element for making an effective plan is to assess and identify workplace violence hazards at every location where employees are present. City staff members participated in California Joint Powers Insurance Authority's Site Security Assessment training which covered how to conduct and document site security assessments, along with steps that can be taken to mitigate identified exposures. City staff has since completed a current Site Security Assessment dated June 19, 2024. This document is a "living" document and will be updated from time to time based on changes to the City's WVPP or due to requests made by staff members that are responsible for evaluating the Site Security Assessment for the City. 84 Once the Council approves the City's Workplace Violence Prevention Program, the City will conduct the required training to all employees by July 1, 2024. Pursuant to California Labor Code section 6401.9, components of the mandatory training include: A) The employer's plan, how to obtain a copy of the employer's plan at no cost, and how to participate in development and implementation of the employer's plan; (B) The definitions and requirements of this section; (C) How to report workplace violence incidents or concerns to the employer or law enforcement without fear of reprisal; (D) Workplace violence hazards specific to the employees' jobs, the corrective measures the employer has implemented, how to seek assistance to prevent or respond to violence, and strategies to avoid physical harm; (E) The violent incident log required by subdivision (d) and how to obtain copies of records required by paragraphs (1) to (3), inclusive, of subdivision (f); and (F) An opportunity for interactive questions and answers with a person knowledgeable about the employer's plan.

The following supplemental trainings have also been made available to employees through the City's membership with California Joint Powers Insurance Authority (CJPIA):
• Workplace Violence: From Threats to Active Shooters
• Workplace Violence Awareness Training
• Active Shooter & Workplace Violence Response: The New Environment for Public Sector Professionals
• Tactical Communication: Tools for Service & Safety in the Field • Strategic Communication: De-escalation Strategies
• De-escalation Techniques: Communication Strategies for Public Sector Employees City department heads have reviewed the proposed Workplace Violence Prevention Program and would like Council to consider approving this program as presented.

Economic Impacts:

There are no economic impacts.

Budget Impacts:

There are no budget impacts.

Legal Review:

Deputy City Attorney Boyd-Weatherby has reviewed this item and finds that the recommended action complies with the law.

Recommended Action:

Council consideration to approve and adopt the City of Bishop Workplace Violence Prevention Program as presented.

Approved By: Deston Dishion 6/18/2024
Approved By: Jamaar Boyd-Weatherby 6/20/2024
Approved By:

Approved By:
85 JUNE 24, 2024

CITY OF BISHOP

WORKPLACE VIOLENCE

PREVENTION PROGRAM

ABSTRACT
This program outlines how
the City of Bishop will
protect its employees and
prevent workplace violence
within spaces under its
control.
86 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

TABLE OF CONTENTS
PURPOSE ....................................................................................................................................................................................... 2 DEFINITIONS................................................................................................................................................................................. 2 RESPONSIBILITIES ....................................................................................................................................................................... 3 EMPLOYEE ACTIVE INVOLVEMENT ........................................................................................................................................ 4 COMPLIANCE ............................................................................................................................................................................... 4 COMMUNICATION...................................................................................................................................................................... 5 WORKPLACE VIOLENCE INCIDENT PROCEDURE & REPORTING.................................................................................... 5 HAZARD IDENTIFICATION AND EVALUATION..................................................................................................................... 6 INCIDENT INVESTIGATION........................................................................................................................................................ 9 HAZARD CORRECTION............................................................................................................................................................10 TRAINING AND INSTRUCTION...............................................................................................................................................11 EMPLOYEE ACCESS to the Workplace Violence Prevention Program (WVPP)........................................................11 RECORDKEEPING ......................................................................................................................................................................12 PROGRAM REVIEW...................................................................................................................................................................12 PROGRAM HISTORY .................................................................................................................................................................13 EMPLOYEE ACKNOWLEDGMENT FORM.............................................................................................................................14 ATTACHMENT A: Workplace Violence Incident Log........................................................................................................15 ATTACHMENT B: Workplace Violence Prevention Incident Report Form..................................................................16 ATTACHMENT C: Workplace Violence Prevention Program Progressive Behavior Action Guidelines ............19 ATTACHMENT D: Workplace Violence Prevention Environmental Hazard Assessment & Control Checklist.......................................................................................................................................................................21 87 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

PURPOSE
The purpose of the Workplace Violence Prevention Program (WVPP) is to ensure that the City of Bishop provides its employees and members of the public with a place to conduct the business of this organization free of threats, threat of violence, intimidation, harassment, and acts of violence. It shall be the policy of the City of Bishop to take appropriate actions to protect, as fully as possible, all employees of the organization and members of the public from acts of violence, threats, intimidation, and harassment that may occur during the performance of job duties. The City of Bishop shall also take action, including involving state or local law enforcement and pursuing prosecution through judicial or other appropriate administrative remedies, when such incidents occur.

This program does not apply to employees who are teleworking from a location of their choice, which is not under the control of the City of Bishop.

DEFINITIONS
• Emergency - Unanticipated circumstances that can be life threatening or pose a risk of significant injuries to employees or other persons.
• Engineering controls - An aspect of the built space or a device that removes a hazard from the workplace or creates a barrier between the employee and the hazard. • Log - The Violent Incident Log required by LC section 6401.9. • Plan - The workplace violence prevention plan required by LC section 6401.9. • Threat of violence - Any verbal or written statement, including, but not limited to, texts, electronic messages, social media messages, or other online posts, or any behavioral or physical conduct that conveys an intent, or that is reasonably perceived to convey an intent, to cause physical harm or to place someone in fear of physical harm, and that serves no legitimate purpose. • Workplace violence - Any act of violence or threat of violence that occurs in a place of employment.

Workplace violence includes, but is not limited to, the following:
o The threat or use of physical force against an employee that results in, or has a high likelihood of resulting in, injury, psychological trauma, or stress, regardless of whether the employee sustains an injury.
o An incident involving a threat or use of a firearm or other dangerous weapon, including the use of common objects as weapons, regardless of whether the employee sustains an injury. o The following four workplace violence types:
▪ Type 1 violence - Workplace violence committed by a person who has no legitimate business at the worksite, and includes violent acts by anyone who enters the workplace or approaches employees with the intent to commit a crime.
▪ Type 2 violence - Workplace violence directed at employees by customers, clients, patients, students, inmates, or visitors.
▪ Type 3 violence - Workplace violence against an employee by a present or former employee, supervisor, or manager.
▪ Type 4 violence - Workplace violence committed in the workplace by a person who does not work there, but has or is known to have had a personal relationship with an employee. o Workplace violence does not include lawful acts of self-defense or defense of others. • Work practice controls - Procedures and rules that are used to effectively reduce workplace violence hazards.
88 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

RESPONSIBILITIES
The City Administrator is responsible for ensuring the implementation of an effective WVPP for their City personnel. The City of Bishop will not ignore, condone, or tolerate threats of violence or workplace violence by any employee, appointed or elected official, volunteer, contractor, client, or visitor. We recognize that the responsibility for this program is shared, and responsibility has been assigned as follows:

Responsible
Persons
Job
Title/Position
WVPP Responsibility(ies) Phone # Email
Deston Dishion City
Administrator
Overall responsibility for the
plan; The City Administrator
approves the final plan and any
major changes.
760-873-5863
x126
ddishion@cityofbishop.
ca.gov
Jana Currie Personnel/Payroll
& Benefits
Specialist
Responsible for employee
involvement; The
Personnel/Payroll & Benefits
Specialist handles any reports
of workplace violence.
760-873-5863
x122
[email protected]
Robin Picken City Clerk/Risk
Manager
Responsible for employee
training; The City Clerk/Risk
Manager organizes safety
meetings and updates training
materials.
760-873-5863
x124
[email protected]
Nate Derr Police Chief Responsible for emergency
response, hazard
identification, and
coordination with other
employers; The Police Chief
conducts safety inspections,
coordinates emergency
response procedures, and
communicates with other
employers about the plan.
760-873-5866 [email protected]
In addition, all locations for the City of Bishop are required to maintain a WVPP in addition to the Injury and Illness Prevention Program (IIPP) as required by Cal/OSHA Title 8 Section 3203 and §6401.9. A copy of this program is available in each department and on the City’s website on the Personnel Department Page - https://cms9.revize.com/revize/cityofbishopca/departments/personnel.php.

Manager/Supervisor—Managers and supervisors are responsible for ensuring compliance with the provisions of this WVPP. As managers/supervisors are representatives of the City of Bishop, they will ensure that many of the elements described in this plan are implemented as directed by leadership and Personnel.

Some of these responsibilities include:
• Implementing the program in their work areas;
• Providing input to the City Administrator regarding the program; • Participating in investigations of workplace violence reports; and • Answering employee questions concerning this program. 89 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

Employee - Employees are expected to act professionally, courteously, and responsibly at all times.

Responsibilities include:
• Complying with the program;
• Maintaining a violence-free work environment;
• Attending all trainings;
• Following all directives, policies, and procedures; and • Reporting suspicious persons in the area and alerting the proper authorities when necessary.

EMPLOYEE ACTIVE INVOLVEMENT
The City of Bishop has and will seek the active involvement of employees and authorized employee representatives in developing and implementing this plan through one or more of the following items:
• Participating in quarterly safety meetings with employees and their representatives to discuss the identification of workplace violence-related concerns/hazards, evaluate those hazards and/or concerns, and how to correct them. These meetings may involve brainstorming sessions, discussions of recent incidents, and reviews of safety procedures.
• Encouraging employees to participate in designing and implementing training programs and incorporating suggestions into training materials. For example, an employee might suggest a new training scenario based on a recent incident.
• Employees are surveyed for their input and concerns associated with workplace violence program.

Management will ensure that all workplace violence policies and procedures within this written plan are clearly communicated and understood by all employees. The plan shall be in effect at all times, in all work areas, and be specific to the hazards and corrective measures for each work area and operation.

COMPLIANCE
The City of Bishop is committed to ensuring that all safety and health policies and procedures involving workplace violence prevention are clearly communicated and understood by all employees. All employees are responsible for employing safe work practices, following all directives, policies, and procedures, and assisting in maintaining a safe, healthy, and secure work environment. Our system of ensuring that all employees, including supervisors and managers, comply with work practices that are designed to make the workplace more secure and do not engage in threats or physical actions that create a security hazard for others in the workplace include:

1. Training employees, supervisors, and managers as to the provisions of the City of Bishop’s WVPP when hired and periodically thereafter through memos, email, staff meetings, and training.

2. Providing training and/or Employee Assistance Program (EAP) services to employees whose compliance is deficient with the WVPP.

3. Disciplining employees for failure to comply with WVPP in accordance with the City of Bishop’s disciplinary process, as found in the City of Bishop Personnel Rules.

4. Providing employees with access to this written WVPP.

Additionally, employees will not be threatened with adverse action or retaliated against in any way if they refuse to report to or leave a workplace or worksite because they have a reasonable belief that it is unsafe.

Employees who state they are not coming to work because they don’t feel it’s safe will need to explain the threat in detail so the City of Bishop can investigate and take corrective actions.

Employees will not be prevented from accessing their mobile or other communication devices to seek emergency assistance, assess the safety of a situation, or communicate with a person to verify their safety. 90 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

COMMUNICATION
We recognize that open, two-way communication between our management team, staff, and other employers about workplace violence issues is essential to a safe and productive workplace. The following communication system is designed to facilitate a continuous flow of workplace violence prevention information between management and staff in a form that is readily understandable by all employees and consists of one or more of the following:
• New employee orientation that includes workplace violence prevention policies and procedures • Periodic yearly review of our WVPP with all employees • Training programs to address specific aspects of workplace violence prevention and security unique to our location, such as the following: Workplace Violence Prevention training, Active Shooter training provided by the Bishop Police Department, Crime Prevention Training, and De-escalating Strategies and Technique Training.
o You can reach out to the Personnel Department for more information • Posting and distributing workplace violence prevention information • Reporting workplace violence/security hazards or threats of violence (speak with your supervisors first; if that isn't possible, speak with Personnel.)
• Effective communication between employees, managers, and supervisors about security and violence concerns, including translation where appropriate
• Protecting employees who report incidents of workplace violence from retaliation by the person making the threats
o The City of Bishop will immediately take the appropriate action, such as removing the person making the threats from the work area until the situation is resolved. For serious threats or acts of violence, local law enforcement will be called via 911. • A system for workers to anonymously inform management about workplace security and violence concerns Workers may anonymously inform management about workplace security and violence concerns by placing a message addressed to “Personnel” in the Suggestion Box located on the south wall in the City Hall Break Room or in the City drop/payment box located at the Church Street entrance to City Hall located at 377 West Line Street.
• Addressing security issues at our workplace violence prevention and/or team meetings

WORKPLACE VIOLENCE INCIDENT PROCEDURE & REPORTING
Responding to Actual or Potential Workplace Violence Emergencies In the event of an actual or potential workplace violence emergency, Bishop Police Department will alert employees of the presence, location, and nature of the workplace violence through the following methods:
• E-Mail and Text Message.

When any employee becomes aware of an actual or potential workplace violence emergency, they shall notify the Bishop Police Department Dispatch by dialing 911 or their supervisor.

Employees shall implement the run, hide, and fight protocols where appropriate. Evacuation routes and sheltering locations will be communicated to affected staff. If employees are not able to evacuate or shelter in place, they are authorized to take all reasonable actions necessary to fight or subdue an active shooter or assailant.

Employees can obtain help from staff assigned to respond to workplace violence emergencies such as security personnel or by calling the following number: Bishop Police Department 873-5866. 91 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

Emergencies and Reporting a Crime
For immediate assistance in an emergency that is not associated with a service call, contact emergency services or law enforcement by calling 911. For immediate assistance in an emergency associated with a service call in progress, follow internal procedures for requesting immediate backup assistance by notifying local law enforcement. Employees should also notify their supervisor, manager, and the City Administrator as soon as possible.

Reporting Workplace Violence Concerns
Employees who witness or experience threats of violence or workplace violence can report the incident through their chain of command or directly to Personnel. Employees may report anonymously and without fear of reprisal by submitting the incident in writing through interoffice mail.

Restraining Orders
Employees or other personnel affiliated with the City of Bishop who have an active restraining order issued against another person that includes the workplace are encouraged to provide a copy of the restraining order to their supervisor and the City Administrator. Supervisors who receive notification of a restraining order that includes the workplace will meet with the City Administrator to decide what actions, if any, need to be initiated.

HAZARD IDENTIFICATION AND EVALUATION
The City of Bishop will perform workplace hazard assessment for workplace security in the form of periodic inspections. Periodic inspections to identify and evaluate workplace security hazards and threats of workplace violence are performed by the following observer(s) in the following areas of our workplace:

Observer Name: Area:

Deston Dishion, City Administrator City Hall – Administrative Offices Nora Gamino, Public Works Director City Hall – Public Works/Building/Planning Departments
Gary Milici, Public Works Supervisor Public Works Maintenance Building and Water and Sewer Facilities
Dan McElroy, Community Services
Manager
City Hall and Auditorium, Clark Wing,
Community Services Department, Parks
and Recreation Facilities
Bret Russell, Fire Chief Bishop Fire Station No. 1
Nate Derr, Police Chief Bishop Police Station
92 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

The “Workplace Violence Prevention Environmental Hazard Assessment & Control Checklist” (Attachment D) can be used to assist with the security assessment. Inspections are performed according to the following schedule:
• Frequency: Annually
• Upon initial establishment of a WVPP
• When new, previously unidentified security hazards are recognized • When occupational injuries or threats of injury occur Additionally, the City of Bishop will review all submitted/reported concerns of potential hazards, which may trigger an inspection. These submittals/reports could originate from various sources, including the system the City of Bishop has implemented for employees and authorized employee representatives to anonymously inform management about workplace violence hazards of threats of violence without fear of reprisal/retaliation. Examples of reporting sources:
• Direct reports to supervisors, manager, or to the Personnel Department • Voicemail/email/text messages
• Suggestion box located in the City Hall break room or the drop/payment box located at the Church Street entrance of City Hall
• WVPP Online form on the City’s website on the Personnel Department Page - https://cms9.revize.com/revize/cityofbishopca/departments/personnel.php for reporting workplace violence hazards
Periodic inspections for security hazards consist of the identification and evaluation of workplace security hazards as well as changes in workplace practices, which may require an assessment for more than one type of workplace violence. The following table lists what hazards should be included when assessing different types of workplace violence.

Inspection Workplace Security Hazards Include Assessing:

Type I
(Workplace violence
committed by a person
who has no legitimate
business at the
worksite, and includes
violent acts by anyone
who enters the
workplace or
approaches)
• The exterior and interior of the workplace for its attractiveness to robbery or other criminal acts.
• The need for security surveillance measures, such as mirrors or cameras. • Posting of signs notifying the public that limited cash is kept on the premises.
• Procedures for employee response during a robbery or other criminal act.
• Procedures for reporting suspicious persons or activities. • Posting emergency telephone numbers for law enforcement, fire, and medical services, where employees have access to a telephone with an outside line.
• Limiting the amount of cash on hand and using safes for large amounts of cash, or armor car pickup.
• Building alarm systems and Crime Prevention through Environmental Design.
• Other: Including landscaping, lighting, ingress/egress, and building design.
93 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

Type II
(Workplace violence
directed at employees
by customers, clients,
patients, students,
inmates, or visitors.)
• Access to, and freedom of movement within, the workplace. • Adequacy of workplace security systems, such as door locks, security windows, physical barriers, and restraint systems.
• Frequency and severity of threatening or hostile situations that may lead to violent acts by persons who are service recipients of our establishment.
• Employee’s skill in safely handling threatening or hostile service recipients.
• Effectiveness of systems and procedures to warn others of a security danger or to summon assistance, e.g., alarms or panic buttons. • Use work practices such as "buddy" systems for specified emergency events.
• The availability of employee’s posted escape routes
Type III
(Workplace violence
against an employee
by a present or former
employee, supervisor,
or manager.)
• How effectively our establishment's workplace violence prevention policy has been communicated to employees, supervisors, or managers.
• How effectively our establishment’s management and employees communicate with each other.
• Our employees’, supervisors’, and managers' knowledge of the warning signs of potential workplace violence.
• Access to, and freedom of movement within, the workplace by nonemployees, including former employees or persons with whom one of our employees is having a dispute.
• Frequency and severity of worker reports of incidents of physical or verbal abuse by managers, supervisors or other employees. • Any prior violent acts, threats of physical violence, verbal abuse, property damage or other signs of strain or pressure in the workplace. • Employee progressive disciplinary procedures.

Type IV
(Workplace violence
committed in the
workplace by a person
who does not work
there, but has or is
known to have had a
personal relationship
with an employee.)
• How effectively our establishment's workplace violence prevention policy has been communicated to employees, supervisors, or managers. • How effectively our establishment's management and employees communicate with each other.
• Our employees', supervisors' and managers' knowledge of the warning signs of potential workplace violence.
• Access to, and freedom of movement within, the workplace by nonemployees, including former employees or persons with whom one of our employees is having a dispute.
• Frequency and severity of worker reports of incidents of physical or verbal abuse by managers, supervisors or other employees. • Any prior violent acts, threats of physical violence, verbal abuse, property damage or other signs of strain or pressure in the workplace. 94 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

INCIDENT INVESTIGATION
We have established the following policy for investigating incidents of workplace violence. Our procedures for investigating incidents of workplace violence, which include threats and acts of violence, consist of:
• Visiting the scene of an incident as soon as possible. • Interviewing involved employees and witnesses.
• Reviewing security footage of existing security cameras, if applicable. • Examining the workplace for security risk factors associated with the incident, including any previous reports of inappropriate behavior by the perpetrator.
• Determining instigating or causative factors of the incident. • Taking corrective action to prevent similar incidents from occurring. • Reviewing all previous incidents.
• Recording the findings and ensuring corrective actions are taken. • Obtaining any reports completed by law enforcement.

The “Workplace Violence Incident Log” (Attachment A) will be used for every workplace violence incident.

Staff who are charged with completing this log will take every effort to ensure that no personal identifying information is recorded or documented in the written investigation report. This includes information that would reveal identification of any person(s) involved in a violent incident, such as names, addresses, email addresses, telephone numbers, social security numbers, or other information that, alone or in combination with other publicly available information, would reveal a person’s identity. The log will be used to capture:
• The date, time, and location of the incident.
• The workplace violence type or types involved in the incident. • A detailed description of the incident.
• A description of each individual who committed the act(s) of violence, including whether the perpetrator was a client or customer, family or friend of a client or customer, stranger with criminal intent, co-worker, supervisor or manager, partner or spouse, parent or relative, or other. • A description of circumstances at the time of the incident, including, but not limited to, whether the victim was completing usual job duties, working in poorly lit areas, rushed, working during a low staffing level, isolated or alone, unable to get help or assistance, working in a community setting, or working in an unfamiliar or new location.
• A description of where the incident occurred, such as in the workplace, parking lot, or other area outside the workplace.
• A classification of the type of incident, including, but not limited to, whether it involved any of the following:
o Physical attack without a weapon such as biting, choking, grabbing, hair pulling, kicking, punching, slapping, pushing, pulling, scratching, spitting, or other attack. o Attack with a weapon or object such as a firearm, knife, or other object. o Threat of physical force or threat of the use of a weapon or other object. o Sexual assault or threat, including rape, attempted rape, physical display, or any other unwanted verbal or physical sexual contact.
o Animal attack.
o Other.
• A description of the consequences of the incident, including, but not limited to:
o Whether security or law enforcement was contacted and a description of their response. o Actions taken to protect employees from a continuing threat or from any other hazards identified as a result of the incident.
o Information about the person completing the log, including their name, job title, and the date completed.
95 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

HAZARD CORRECTION
Work practice controls will be used to correct unsafe work conditions, practices, or procedures that threaten the security of employees.

Work practice controls are defined as procedures, rules, and staffing that are used to effectively reduce workplace violence hazards. Work practice controls may include, but are not limited to:
• Appropriate staffing levels;
• Provision of dedicated safety personnel (i.e. security guards); • Employee training on workplace violence prevention methods; and • Employee training on procedures to follow in the event of a workplace violence incident.

Corrective actions will be implemented in a timely manner based on the severity of the hazard, documented, and dated.

If an imminent hazard exists that cannot be immediately abated without endangering worker(s) and/or property, all exposed workers will be removed from the situation except those necessary to correct the existing condition. Workers who are necessary to correct the hazardous conditions will be provided with the necessary protection.

Critical Post-Incident Follow Up
It is important to follow up after an incident has occurred and corrective actions are implemented. This includes checking the status of affected employees and reviewing the effectiveness of both current and recently selected corrective actions.

Short-term:
• Contact each affected employee – whether or not the employee is on or off duty – to inquire regarding their current status and need for mental health intervention, as well as to assess the need for work accommodation or work site adjustment, within two days of the incident. Additional follow-ups should be conducted one week following the incident, and a follow-up two weeks following the incident will be made at the discretion of the Personnel Department and immediate supervisor. • In partnership with mental health professionals, provide critical incident debriefing to affected and potentially affected employees within two days of the incident. • Offer an opportunity for subsequent critical incident debriefings for affected employees within two weeks of the incident.
• Assign a liaison to provide emotional support to victims' families and to assist in City of Bishop-related matters.

Long-term:
• Ensure the recovery of the most affected personnel is monitored. • Provide training or assistance for managers and supervisors for supporting employees’ return-to-work experiences, including being sensitive to employees' grief reactions around anniversaries of the event, holidays, and criminal justice/civil proceedings.
• Consider the need for follow-up debriefing.
• Consult with appropriate mental health professionals to provide support to employees who continue to experience severe or persistent difficulties two weeks following the incident. • Establish a liaison to assist victims and their families, and inform them of the City of Bishop resources and benefits to which they are entitled.
• Conduct an assessment of the department's response to the incident. Discuss any modifications to the procedures with appropriate City of Bishop staff and incorporate beneficial changes into the program. 96 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

TRAINING AND INSTRUCTION
All employees, including managers and supervisors, will be provided training and instruction on general and job-specific workplace violence practices. These sessions may include presentations, discussions, and practical exercises. Training and instruction will be provided as follows:
• Upon the establishment of a WVPP
• During the onboarding period for new employees
• Annually to all employees to ensure understanding of and compliance with the plan • Whenever a new or previously unrecognized workplace violence hazard has been identified and when changes are made to the plan (training may be targeted in scope to specifically address the new workplace violence hazard or changes to the plan)
The City of Bishop will provide its employees with training and instruction on the definitions listed in this plan, in addition to the training topics listed below:
• Specific WVPP and crime-prevention training for the City of Bishop’s Crime/WVPP City Administrator to develop and maintain the policies and procedures
• Explanation of the WVPP, including measures for reporting any violent acts or threats of violence • Key definitions associated with this program
• Instructions for reporting violent incidents or concerns to the organization and/or law enforcement without fear of reprisal
• Recognition of workplace security hazards unique to employee’s jobs and the corrective measures the organization has implemented
• The completion of the Workplace Violence Incident Log (Attachment A) and instructions for obtaining copies of the log
• Training for identifying risk factors associated with the four types of workplace violence • Measures to prevent workplace violence, including procedures for reporting workplace security hazards or threats to managers and supervisors
• Strategies for defusing hostile or threatening situations • Training for recognizing alerts, alarms, or other warnings about emergency conditions and identifying escape routes/locations for sheltering
• Measures to summon others for assistance
• Routes of escape
• Disclosure of emergency medical care to be provided in the event of a violent act towards an employee
• Post-event trauma counseling for employees desiring such assistance EMPLOYEE ACCESS to the Workplace Violence Prevention Program (WVPP) The City of Bishop ensures the WVPP plan shall be formalized in writing and be made easily available and accessible to employees and authorized employee representatives. This includes the following:
• Whenever an employee or designated representative requests a copy of the written WVPP, we will provide the requester with a printed copy of the WVPP, unless the employee or designated representative agrees to receive an electronic copy.
• We will provide unobstructed access through a City of Bishop server or website, which allows employees to review, print, and email the current version of the written WVPP. Unobstructed access means the employee, as part of their regular work duties, predictably and routinely uses electronic means to communicate with management or co-employees.
97 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

RECORDKEEPING
An effective recordkeeping system helps in selecting the appropriate level of controls to prevent the recurrence of violent incidents and in determining appropriate training. Records should be kept up-to-date and will be maintained in accordance with the following retention schedule:

1. Records of workplace violence hazard identification, evaluation, and correction shall be created and maintained for a minimum of five years.

2. Training records shall be created and maintained for a minimum of five years and include: training dates; contents and/or a summary of the training sessions; names and qualifications of persons conducting the training; and names and job titles of all persons attending each training session.

3. Violent incident logs required by subdivision (d) of California Labor Code (LC) 6401.7 and LC 6401.9 shall be maintained for a minimum of five years.

4. Records of workplace violence incident investigations conducted pursuant to subparagraph (K) of paragraph (2) of subdivision (c) shall be maintained for a minimum of five years. These records shall not contain “medical information,” as defined in subdivision (j) of Section 56.05 of the Civil Code.

5. All records required by this subdivision shall be made available to the Division of Occupational Safety and Health upon request for examination and copying.

All records required by paragraphs (1) to (3), inclusive, shall be made available to employees and their representatives, upon request and without cost, for examination and copying within 15 calendar days of a request.

PROGRAM REVIEW
The City of Bishop WVPP will be reviewed for effectiveness:
• At least annually.
• When a deficiency is observed or becomes apparent.
• After a workplace violence incident.
• As needed.

To obtain the active involvement of employees and authorized employee representatives in reviewing the plan’s effectiveness, review and revision of the WVPP will include the procedures listed in the “EMPLOYEE ACTIVE INVOLVEMENT” section of this WVPP. Additionally, the following actions will take place during each review:
• Review of incident investigations and the Violent Incident Log • Assessment of the effectiveness of security systems, including alarms, emergency response, and security personnel availability (if applicable)
• Review of established risk mitigation policies/procedures to ensure violent risks are being properly identified, evaluated, and corrected, with any necessary revisions implemented promptly and communicated to all employees
98 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

PROGRAM HISTORY
Action Date Notes
Implemented MM/DD/YYYY WVPP was reviewed and adopted
Reviewed
99 City of Bishop
Workplace Violence Prevention Program
June 24, 2024

EMPLOYEE ACKNOWLEDGMENT FORM
I, (print name), hereby acknowledge that I have received, read, and understand the City of Bishop Workplace Violence Prevention Program. I agree to conform to all the City of Bishop directives, policies, and procedures described in this program. I understand that my failure to follow these can result in disciplinary action as outlined in the City’s Personnel Rules. I further understand that:
• It is my responsibility to comply with this program and aid in maintaining a violence-free work environment through attending required training and;
• I am encouraged to report suspicious persons in the area to my immediate supervisor and to alert the proper authorities when necessary.
__________________________________________________________________ _______________________________________ (Signature of Employee) (Date)
__________________________________________________________________ _______________________________________ (Signature of Supervisor) (Date)
100
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

ATTACHMENT A:

Workplace Violence Incident Log
Workplace Violence
Incident Log 2024 06 07.xlsx
101
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

ATTACHMENT B:

Workplace Violence Prevention Incident Report Form
Part I through Part VI should be completed by the designated person based on information provided by the employee(s) involved in the incident. If any of this information includes private/sensitive data, please maintain confidentiality of affected parties/employees and handle information according to Human Resource protocols.

PART I - NATURE OF INCIDENT - (check all that apply)
 Behavioral Observation  Physical with Injury  Written  Electronic  Physical without Injury  Other: _______________________________  Harassment  Threat _______________________________________  Information Only  Verbal _______________________________________ Date of incident: ______________________________________________ Approximate Time: ________________________  AM  PM PART II – INCIDENT DIRECTED AT
Person(s): ___________________________________________________________________________________________________________________________________ Building: _____________________________________________________________________________________________________________________________________ Address: _____________________________________________________________________________________________________________________________________ PART III – INCIDENT INITIATED BY
Person(s): ___________________________________________________________________________________________________________________________________  Male  Female  Other Classification: ___________________________________________ PART IV – TYPE / LOCATION INCIDENT OCCURRED

1. Type of Contact:  In-person  Telephone  Mail  Observation  Recording  Electronic Mail  Fax  Other:
____________________________________________________________________________________________________________________________________________

2. Was the employee alone? Yes No

3. Location of Incident:  Workplace  Employee Residence  Other: __________________________________________ Address/Location ___________________________________________________________________________________________________________________

4. What Type of Incident was it?
 Type I - workplace violence committed by a person who has no legitimate business at the worksite, and includes violent acts by anyone who enters the workplace or approaches workers with the intent to commit a crime.
 Type II - workplace violence directed at employees by customers, clients, patients, students, inmates, or visitors.
 Type III - workplace violence against an employee by a present or former employee, supervisor, or manager.
 Type IV - workplace violence committed in the workplace by a person who does not work there, but has or is known to have had a personal relationship with an employee.

5. Were any threats made before the incident occurred?  Yes  No If yes, describe threat(s): _________________________________________________________________________________________________________ ___________________________________________________________________________________________________________________________________________ ___________________________________________________________________________________________________________________________________________ 102
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

PART IV – TYPE / LOCATION INCIDENT OCCURRED (Cont.)

6. Did the employee(s) ever report to the department that they were threatened, harassed, or suspicious that the attacker may become violent?  Yes  No

7. Was the perpetrator a stranger, client/patient, co-worker, or otherwise familiar person?  Yes  No

8. Was a weapon used?  Yes  No
If yes, what type of weapon? ___________________________________________________________________________

9. Were there injuries?  Yes  No
If yes, who was injured?
Name: _______________________________________________________________________ Phone: _______________________________________________ Injury Description: __________________________________________________________________________________________________________________ Name: _______________________________________________________________________ Phone: _______________________________________________ Injury Description: __________________________________________________________________________________________________________________ Name: _______________________________________________________________________ Phone: _______________________________________________ Injury Description: __________________________________________________________________________________________________________________

10. Were there witnesses(s) to the incident?  Yes  No If yes, who?
Name: _______________________________________________________________________ Phone: _______________________________________________ Address: _______________________________________________________________________________________________________________________________ Name: _______________________________________________________________________ Phone: _______________________________________________ Address: _______________________________________________________________________________________________________________________________

11. Description of observation, threat, incident, or activity (Continue on a separate sheet if necessary) _________________________________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________________________________ _________________________________________________________________________________________________________________________________________________ 103
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

PART V - ACTION TAKEN-REPORTING

1. What actions did the supervisor or manager take?
____________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________

2. Law enforcement or other outside agencies contacted?  Yes  No Agency Name: _______________________________________________________________________________________________________________________ Case Number (if applicable): ____________________________________________________________________________________________________

3. Were Employee Assistance Program (EAP) services provided? If yes, describe: ______________________________________________________________________________________________________________________ PART VI – POST-INCIDENT ASSESSMENT

1. Were there any other physical injuries or psychological incidents related to this incident not previously reported?  Yes  No
If yes, describe: ______________________________________________________________________________________________________________________

2. If a prior report to the department was made that they were threatened, harassed, or suspicious that the attacker may become violent, what actions, if any, were taken? ____________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________

3. Did the worker ever receive training in workplace violence issues?  Yes  No If yes, describe: ______________________________________________________________________________________________________________________

4. What were the main factors that contributed to the incident? ____________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________

5. Was critical incident stress debriefing and post-trauma counseling services provided?  Yes  No
If yes, describe: ______________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________

6. What can be done to prevent future ?
____________________________________________________________________________________________________________________________________________ ____________________________________________________________________________________________________________________________________________ 104
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

ATTACHMENT C:

Workplace Violence Prevention Program
Progressive Behavior Action Guidelines
Behavior
Level Behaviors Manager/Supervisor's Guidelines for Action Level I The employee may:

Show signs of increasing stress, perhaps involving
negative changes in behavior
Observe, ask if the employee how they are doing, and
document
Show signs of a deterioration in work performance Engage employee in conversation to gain insight into behavior, document
Show signs of increasingly unkempt appearance Carefully offer help Show signs of alcohol or substance abuse
Report concerns, if continuing, to next higherlevel supervisor, seek consultation from your Personnel Team and EAP consulting services for
managers/supervisors.

Show signs of distress over personal or workplace
problems
"act strange" or "unusual" by appearing
confrontational, argumentative, stressed, anxious,
withdrawn or secretive
Behavior is such to cause concern for person's own
well-being or possibly others
Level II The employee may:

Make veiled threats to harm Report concerns to next higher-level supervisor before any effort to engage person
Intimidate others Engage person in conversation, if appropriate, to gain insight into potential for violent behavior and
document.

Have a history of violent behavior and lose temper
easily Consult with next higher level of administration as Be chronically disgruntled, inflexible follow-up
Refuse to take responsibility for problems or actions
Seek consultation from your Personnel Office
Find faultwith and blame others
Have a deep sense of entitlement
Have an obsession with weapons and empathy with
those who resort to violence
105
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

Behavior
Level Behaviors Manager/Supervisor's Guidelines for Action Level III The employee may:

Make blatant threats to harm others and/or destroy
property
Warn those who may be in immediate danger
Carry a weapon on campus Immediately report behavior to next higher-level authority and press for quick intervention
Engage in aggressive behavior such as verbal abuse,
physical "in your face" posturing
If employee is present and seriously acting- out,
call 9-1-1 and ask for assistance
Level IV The employee:

Is violent toward others or property; Displays overt
acts of violence or out-of- control behavior
Call 9-1-1 for immediate assistance.

Attempt to get others out of harms' way.

May or may not use a weapon or cause death Inform next higher-level authority. 106
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

ATTACHMENT D:

Workplace Violence Prevention
Environmental Hazard Assessment & Control Checklist
This checklist can help evaluate the workplace and job tasks to see what situations may place employees at risk of assault. It is not confined to a single industry or occupation but can be used for any workplace.

Adapt the checklist to fit your own needs. It is very comprehensive, and not every question will apply to your workplace. Write “N/A” in the NOTES column. Add any other questions you think are important.

RISK FACTORS FOR WORKPLACE VIOLENCE
Cal/OSHA and NIOSH have identified the following risk factors that may contribute to violence in the workplace. If you have one or more of these risk factors in your workplace, there may be a potential for violence.

Question Yes No Notes
Do employees have contact with the public?
Do they exchange money with the public?
Do they interact with visitors (such as a front
desk receptionist, checkout clerk, service desk,
etc.)
Do they work alone?
Do they work late at night or during early
morning hours?
Is the workplace often understaffed?
Is the workplace located in an area with a high
crime rate?
Do employees enter areas with a high crime
rate?
Do they ever perform duties that could upset
people (deny benefits, turn off utilities, collect
debts, confiscate property, etc.)?
Do they deal with people known or suspected to
have a history of violence, special needs, mental
illness?
Do any employees or supervisors, or
clients/customers have a history of assault,
verbal abuse, harassment, or other threatening
behavior?
Are employees told and trained on who is
responsible for security?
Other Risk Factors (Describe):
107
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

INSPECTING WORK AREA
You or your workplace violence/crime prevention committee should now begin a “walk around” inspection to identify potential security hazards. This inspection can tell you which hazards are already well controlled, and what control measures need to be added. Not all of the following questions can be answered through simple observation.

You may also need to talk to employees or investigate in other ways.

General Actions
Question All
Areas
Some
Areas
Few
Areas
No
Areas Note/Follow-up Action
Are nametags, ID cards required for
employees (omitting personal
information such as home address)?
Are employees notified of past violent
acts in the workplace?
Are there trained security personnel,
accessible to employees in a timely
manner?
Is there established liaison with the
local police department?
Are bullet-resistant windows or similar
barriers used when money is
exchanged with the public?
Are areas where money is exchanged
visible to others who could help in an
emergency? (For example, you can see
cash register areas from outside)?
Other Observations:

INSPECTING EXTERIOR BUILDING AREAS
Question Yes No Notes
Do employees feel safe walking to and from the
workplace?
Are the entrances to the building clearly visible
from the street?
Is the area surrounding the building free of
bushes or other hiding places?
Is security personnel provided outside the
building?
Is video surveillance provided outside the
building?
Is there enough lighting to see clearly outside
the building?
Are all exterior walkways visible to security
personnel?
Other Observations:
108
City of Bishop
Workplace Violence Prevention Program
June 24, 2024

INSPECTING PARKING AREAS
Question Yes No Notes
Is there a nearby parking lot reserved for
employees only?
Is the parking lot attended or otherwise secured?
Is the parking lot free of blind spots and is
landscaping trimmed back to prevent hiding
places?
Is there enough lighting to see clearly in the
parking lot and when walking to the building?
Are security escorts or “buddy system” available
to employees walking to and from the parking
lot?
Other Observations:

SECURITY MEASURES
Question In
Place
Should
Add N/A Notes
Physical barriers (plexiglass partitions,
bullet resistant customer windows, etc.)?
Security cameras or closed-circuit TV in
high-risk areas?
Panic buttons?
Alarm systems?
Door locks?
Internal telephone system to activate
emergency assistance?
Telephones with an outside line
programmed for 911?
Two-way radios, pagers, or cellular
telephones?
Security mirrors (e.g. convex mirrors)?
Secured entry (e.g. “buzzers”)?
Personal alarm devices?
“Drop safes” to limit amount of cash on
hand?
Broken windows repaired promptly?
Security systems, locks, etc. tested on a
regular basis and repaired promptly
when necessary?
Other Observations:

Checklist Completed by: _______________________________________________________________ Date: __________________________ 109
110
Agenda Item: 14.H
Date of Meeting: June 24, 2024
Department: Community Services
To: City Council
From: Dan McElroy
Subject: Tree Maintenance Agreement Letter of Extension Prepared On: June 17, 2024
Attachments: City of Bishop extention letter 2024.pdf

STAFF REPORT
Background/History:

The Tree Services Agreement was developed and approved by the City of Bishop City Council in June 2020. The option was given to extend the Tree Services Maintenance Agreement with two one-year extensions. Eastern Sierra Tree Services has submitted a letter of extension to the City of Bishop.

Analysis/Discussion:

Eastern Sierra Tree Service has provided this service to the City of Bishop for several years.

The use of a Certified Arborist is essential to providing both short-term and long-term Tree Management Plan. Eastern Sierra Tree Services has reacted to emergency Tree work as needed and helped to provide a safe environment to both City Park users, City of Bishop residents, and visitors.

Economic Impacts:

There are no economic impacts.

Budget Impacts:

The budget impacts are as follows: The Community Services has budgeted for this item in the 2024-2025 budget cycle. The Community Services department has allocated $20,000.00 to meet the current need of our Parks and will continue to focus on the safety to keep visitors and users safe.

Legal Review:

City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.

Recommended Action:

City of Bishop City Council to accept the Letter of Extension provided by Eastern Sierra Tree Services and extend the Tree Maintenance for one year with a term expiring on June 30, 2025.
111
Approved By: Deston Dishion 6/17/2024
Approved By:

Approved By:

Approved By:
112

EASTERN SIERRA TREE SERVICE, INC
85 N SEE VEE LANE OFFICE (760) 934-6142 [email protected] BISHOP, CA 93514 BISHOP (760) 872-1111 WWW.EASTERNSIERRATREE.COM CA LIC #814516
PAGE 1

June 11, 2024
City of Bishop
Attn: Dan McElroy
377 West Line Street.

Bishop, Ca 93514
Re: Professional Services Agreement for Tree Maintenance for the City of Bishop-Extension Dear Dan McElroy,
This letter is to notify you that we are interested in extending our Professional Services Agreement for tree maintenance for the City of Bishop. Our current agreement expires June 30, 2024, we are requesting a one-year extension through June 30, 2025.

Please feel free to contact me at 760-934-6142 or [email protected], if you should have any questions or concerns.

Sincerely,
Rochelle Hair
ISA Certified Arborist WE-9314A
Eastern Sierra Tree Service, Inc.

CA Lic #814516
113
Agenda Item: 14.I
Date of Meeting: June 24, 2024
Department: Community Services
To: City Council
From: Dan McElroy
Subject: Letter of Extension for Fuel Services from Pilot Thomas and Updated Fee Schedule
Prepared On: June 19, 2024
Attachments: Pilot Thomas Letter of Extension Fee Update.pdf

STAFF REPORT
Background/History:

On June 14th, 2021, the City of Bishop entered into a Services Agreement with Pilot Thomas to provide Fuel Services. The Agreement has an initial term set to expire on June 30th, 2024, with an option to extend for annually for three years. Pilot Thomas has submitted a letter of extension and a request to amend the Fee Schedule for a one-year term ending on June 30th, 2025.

Analysis/Discussion:

The City of Bishop Community Services Department has received a Letter of Extension and Request to amend the Fuel Services Fee Schedule. The Community Services Manager Daniel McElroy has contacted Pilot Thomas to discuss the changes in the Fee Schedule. Due to increased supplier cost of transportation, Pilot Thomas needs to make an adjustment to the transportation added cost per gallon. This adjustment would increase $0.20 per gallon. Pilot Thomas has provided this document for City Council approval and to filed in the Fuel Services Agreement. After review and analysis, the Community Services Department finds that this increase will still fall well below average fuel pricing, thus providing the City of Bishop with best price per gallon.

Economic Impacts:

There are no Economic Impacts.

Budget Impacts:

The Budget Impacts will be for increased fuel costs accounted for in the 2024-2025.

Legal Review:

City Attorney Ryan Jones has reviewed this item and finds that the recommended action complies with the law.
114
Recommended Action:

City Council to accept the Letter of Extension for Fuel Services from Pilot Thomas and approve the proposed updated Fee Schedule.

Approved By: Deston Dishion 6/19/2024
Approved By: Ryan Jones 6/19/2024
Approved By:

Approved By:
115
116
117
Rev. 02/2023
TR-09-5-102
Iny-6- PM 0.0 to PM 0.28
Iny-168- PM 17.54 to PM 18.31
Iny-395- PM 114.89 to PM 116.57
1 DELEGATED MAINTENANCE AGREEMENT

WITH THE CITY OF BISHOP
This DELEGATED MAINTENANCE AGREEMENT (“AGREEMENT”) is made by and between the State of California, acting by and through the Department of Transportation (“STATE”) and the City of Bishop (“LOCAL AGENCY”); each may be referred to individually as a “PARTY” and jointly as “PARTIES.”

RECITALS

1. This AGREEMENT will identify the specific maintenance functions LOCAL AGENCY will perform in the STATE right of way, including highway and freeway areas situated within LOCAL AGENCY’s jurisdictional limits as authorized under Streets and Highways Code Section 130.

OPERATIVE PROVISIONS

1. Maintenance Services. LOCAL AGENCY shall perform maintenance operations at the State Route(s) (SR) 6, 168 and 395, post miles (PM and approximate mile lengths (STATE Right of Way) set forth in Exhibit A to keep the facilities in a safe and operational condition. Maintenance Operations include but are not limited to street sweeping, litter, debris, and graffiti removal, repairs, and restoration.

2. Maintenance Standards. LOCAL AGENCY shall perform all maintenance in compliance with the standards set forth in Streets and Highways Code Section 27, and in accordance with California and federal laws and regulations and STATE policies, procedures and specifications in effect and as amended, and applicable municipal ordinances.

3. Maintenance Areas and Services. LOCAL AGENCY shall only perform those maintenance services in the STATE right of way locations described in Exhibit A .

4. Amendment to Agreement. Changes to LOCAL AGENCY’s maintenance services covered in this AGREEMENT may be made by each PARTY executing amended Exhibit A and/or executing additional pages to Exhibit A that shall be attached to this AGREEMENT and will supersede the 118
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TR-09-5-102
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2 original Exhibit A . Otherwise, this AGREEMENT may only be amended by a written agreement executed by both PARTIES. STATE’s District Maintenance Agreement Coordinator (DMAC) must obtain prior written approval of any amendments from the District 09 Deputy Director of Maintenance before such amendments may become effective and enforceable under this AGREEMENT.

5. Unsheltered Encampment Removal.

A. STATE shall remove Persons Experiencing Homelessness (PEH) and any structures, personal property, debris, and/or other items related to the encampment from the Location(s) shown in Exhibit A, subject to STATE’s Encampment Removal policy, MPD 1001 R1 and applicable State and Federal law.

B. Nothing in this Agreement grants or waives the right of California Highway Patrol (CHP) and other law enforcement agencies having jurisdiction over the Locations in shown in Exhibit A .

6. Weed Abatement. LOCAL AGENCY shall engage in weed abatement operations.

LOCAL AGENCY shall control weeds at a level acceptable to STATE. Any weed control performed by chemical weed sprays (herbicides)shall comply with all laws, rules, and regulations established by California Department of Food and Agriculture. All chemical spray operations shall be reported quarterly (form LA17) to STATE via the STATE’s Landscape Specialist, Maintenance Support, Caltrans District Office___500 S. Main Street, Bishop, CA 93514_________.

7. Graffiti Removal. LOCAL AGENCY’s graffiti removal shall be limited to removal of text only in accordance with Streets and Highway Code Section 96. Any graffiti that in any way resembles a mural, artwork, paintings, or other similar elements may not be removed. LOCAL AGENCY shall discuss such possible art with STATE’s District 9 Transportation Art Coordinator before conducting any graffiti removal or remediation. STATE shall pay the actual cost of LOCAL AGENCY’s graffiti removal as specified in Section 10 of this AGREEMENT.

8. Maintenance Service Schedule. LOCAL AGENCY shall provide STATE’s District 09 Area Maintenance Superintendent, Josh Lundquist and Supervisor, Justin Davis, at least twenty-four (24) hours prior telephone or email notice before performing any maintenance services under this AGREEMENT. Their phone numbers are: (760) 937-8148 (Lundquist) and 119
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3 (760) 937-3297 (Davis). LOCAL AGENCY shall provide the DMAC identified in this AGREEMENT with a litter, debris removal schedule. Maintenance services shall be provided at a maximum biweekly basis. Maintenance services shall be performed between the hours of 4:00 a.m. and 7:00 a.m. or as otherwise authorized by the State Representative, if necessary.

LOCAL AGENCY must request through the DMAC prior written approval from STATE’s District Maintenance Supervisor to perform any maintenance services before 9:00 a.m. or after 3:00 p.m. and/or weekends and holidays.

9. Authorized Reimbursement. The functions and levels of maintenance services delegated to LOCAL AGENCY in the attached Exhibit A and amounts appropriated to STATE have been considered in setting authorized total dollar amounts. LOCAL AGENCY may perform additional work if desired, but STATE will not reimburse LOCAL AGENCY for any work in excess of the authorized dollar limits established herein.

10. Cost Reimbursement. STATE shall reimburse LOCAL AGENCY for LOCAL AGENCY’s actual and necessary costs incurred to perform the maintenance services under this AGREEMENT; provided, however, that STATE’s reimbursement shall not exceed the maximum authorized expenditures under this AGREEMENT.

11. Amendment to Approved Expenditures. Upon LOCAL AGENCY’s written request, the expenditures per route for maintenance services set forth in Exhibit A may be increased, decreased, or redistributed between routes pursuant to the PARTIES executing an appropriate amendment in accordance with section 5 above. All such adjustments must be authorized in writing by the District Director or his/her authorized representative.

12. Term of Expenditures. Additional expenditures or an adjustment of expenditures once authorized shall apply only for the term of this AGREEMENT and shall not be deemed to permanently modify or change the basic maximum expenditures per route as specified in Exhibit A . Any expenditure adjustments shall not affect or alter any other terms of this AGREEMENT.
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4 13. Billing, Payment and Reporting.

13.1 Billing Date. LOCAL AGENCY shall submit billing invoices to STATE’s DMAC each (month/quarter) beginning after the first
(month/quarter) LOCAL AGENCY has performed maintenance
services under this AGREEMENT. LOCAL AGENCY shall not submit billing invoices for reimbursement of costs less than $500 more than once each quarter. LOCAL AGENCY shall also submit billing invoices promptly following the close of STATE’s fiscal year on each June 30th.

13. 2 Billing Submission Format. Each billing invoice shall include all of the following:
(a)STATE’s AGREEMENT number;
(b)Date(s) of services;
(c)Location of services;
(d)Number of hours and hourly rates;
(e)Receipts for trash disposal; and
(f) Receipts for equipment, materials, and supplies.

STATE shall pay LOCAL AGENCY for the maintenance services satisfactorily performed in accordance with the rates and schedules in Exhibit A .

14. Successors. This AGREEMENT shall be binding upon and inure to the benefit of each of the PARTIES’ successors-in-interest, including, but not limited to any public entity to whom any part of the STATE right of way covered under this AGREEMENT may be relinquished and any subsequently incorporated city or other municipality established within the LOCAL AGENCY’s jurisdictional limits.

15. Encroachment Permits. Before LOCAL AGENCY may enter STATE right of way to perform any maintenance services in the areas covered by this AGREEMENT, STATE’s District __09___ Encroachment Permit Office must issue an initial encroachment permit at no cost to LOCAL AGENCY.

LOCAL AGENCY must obtain additional encroachment permits, if 121
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5 necessary, to enter or perform any work within STATE right of way not covered by this AGREEMENT. STATE will issue these additional encroachment permits at no cost to LOCAL AGENCY.

16. Legal Disposal of Litter Collected.

LOCAL AGENCY shall make its own arrangements for the legal disposal of litter or debris materials to authorized disposal sites. LOCAL AGENCY shall not leave any filled litter bags, litter piles or other groups of litter assembled during its maintenance services along or in STATE Right of Way. Such litter groupings shall be removed out of STATE Right of Way each day LOCAL AGENCY performs the maintenance services in this AGREEMENT.

17. Safety and Worker Compliance. LOCAL AGENCY shall be solely responsible for crew pay, workers compensation and any other benefits required by state and federal law. Subcontractors and crew members are not considered STATE’s employees at any time. LOCAL AGENCY shall comply with all applicable State and Federal statutes and regulations governing worker and public safety, including but not limited to compliance with CAL-OSHA regulations and guidelines.

LOCAL AGENCY shall make arrangements through the STATE if traffic controls, flags, signs, or lane closures are necessary to safely perform any maintenance services. STATE’s maintenance Supervisor or designee shall determine what protections are required at the worksite pursuant to applicable provisions of the Caltrans Maintenance Manual, including but not limited to Volume 1, Chapter 8, Protection of Workers.

18. Equipment and Supplies. LOCAL AGENCY shall provide the necessary equipment, tools, personal protective equipment, materials, supplies and products necessary to perform the maintenance services under this AGREEMENT. STATE shall reimburse LOCAL AGENCY for the reasonable costs of such equipment and supplies not to exceed the authorized expenditures set forth in Exhibit A .
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6 19. Legal Relations and Responsibilities.

19.1 No Third-party Beneficiaries. This AGREEMENT is not intended to create duties, obligations, or rights of third parties beyond the PARTIES to this AGREEMENT. Nor does this AGREEMENT affect a PARTY’s legal liability by imposing any standard of care for the maintenance of STATE highways different from the standard of care imposed by law.

19.2 Indemnification. Neither STATE nor any of its officers or employees is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by LOCAL AGENCY in
connection with any work, authority or jurisdiction conferred upon LOCAL AGENCY under this AGREEMENT. LOCAL AGENCY shall fully defend, indemnify, and save harmless STATE and its officers and employees from all claims, suits, or actions of every kind occurring by reason of anything done or omitted to be done by LOCAL AGENCY, its contractors, sub-contractors and/or its agents pursuant to this AGREEMENT.

Neither LOCAL AGENCY nor any of its officers or employees is responsible for any injury, damage or liability occurring by reason of anything done or omitted to be done by STATE, in connection with any work, authority or jurisdiction conferred upon STATE under this Agreement. STATE shall fully defend, indemnify, and save harmless LOCAL AGENCY and its officers and employees from all claims, suits, or actions of every kind occurring by reason of anything done or omitted to be done by STATE under this Agreement.

19.3 Work-related Injuries. If a LOCAL AGENCY-assigned crew member is injured while performing maintenance services under this AGREEMENT, LOCAL AGENCY or its designated subcontractor shall be responsible for ensuring the crew member is given prompt medical care and treatment and, if necessary, transportation to a medical facility. LOCAL AGENCY or its designated subcontractor shall administer any injury and workers compensation claims. LOCAL 123
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7 AGENCY shall notify the DMAC within twenty-four (24) hours when any such incident has occurred.

20. Prevailing Wages and Labor Compliance. LOCAL AGENCY shall comply with any and all applicable labor and prevailing wage requirements in Labor Code Sections 1720 through 1815 and implementing regulations for public works or maintenance contracts and subcontracts executed for the LOCAL AGENCY’s maintenance services under this AGREEMENT.

21. Self-Insured. LOCAL AGENCY is self-insured. LOCAL AGENCY shall deliver evidence of self-insured coverage providing general liability insurance, coverage of bodily injury and property damage liability, in an amount of $1 million per occurrence and $2 million in aggregate and $5 million in excess by delivering a Letter Certifying Self-Insurance. The Letter of SelfInsurance must be substantially in the form of Exhibit B and identify the AGREEMENT number, and location as depicted in Exhibit A . LOCAL AGENCY shall provide the original Letter Certifying Self-Insurance as a condition to STATE’s execution of this AGREEMENT. A copy of the original letter shall be attached to this AGREEMENT as Exhibit B.

Self-Insured using Contractor. If the work performed under this AGREEMENT is done by LOCAL AGENCY‘s contractor(s), LOCAL AGENCY shall require its contractor(s) to maintain in force, during the term of this AGREEMENT, a policy of general liability insurance, including coverage of bodily injury and property damage liability, naming STATE, its officers, agents and employees as the additional insured in an amount of $1 million per occurrence and $2 million in aggregate and $5 million in excess. LOCAL AGENCY shall provide a certificate of insurance evidencing this insurance in a form satisfactory to STATE.

22. Budget Contingency. STATE’s payments to LOCAL AGENCY are contingent upon the Legislature appropriating sufficient funds under the Budget Act and the encumbrance of funding to STATE’s District Office.

23. Termination. This AGREEMENT may be terminated by the mutual written consent of each PARTY. Either PARTY may terminate this AGREEMENT upon thirty ( 30 ) days prior written notice to the other PARTY. 124
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8 24. Effective Date (Term) of Agreement. This AGREEMENT shall become effective on the last of the dates each PARTY’s authorized representative has executed this AGREEMENT and shall expire on June 30, 2025.

25. Authority. Each individual executing this AGREEMENT on behalf of each PARTY represents and warrants that he/she is duly authorized to execute this AGREEMENT as authorized under Streets and Highways Code Sections 114 and 130. LOCAL AGENCY represents and certifies that it has, through its regular political process, authorized the execution of this AGREEMENT by appropriate resolution, delegation, or plenary authority as required.

26. Counterparts. This AGREEMENT may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same document.

27. Electronic Signatures. Electronic signatures of the PARTIES, whether digital or encrypted, are intended to authenticate this written AGREEMENT, and shall have the same force and effect as manual signatures for this AGREEMENT.

28. All notices, document submittals and invoices required under this AGREEMENT shall be deemed to have been fully given when made in writing and received by the PARTIES at their respective addresses as shown on Exhibit C.
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9 Robin Picken, City Clerk
THE CITY OF Bishop

STATE OF CALIFORNIA

DEPARTMENT OF TRANSPORTATION
Dated: Dated:

Jose Garcia, Mayor Terry Erlwein
Deputy District Director
Maintenance and
Operations
District 9
APPROVED:

Dated:

Deston Dishion
City Administrator
Dated:
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05/09/2024

Exhibit A

DELEGATION OF MAINTENANCE
Route
No.

Length
Miles
Description of Routing Program
Delegated
Maximum Annual
Authorized
Expenditure
6 0.28 On US 6 from the junction of US
395, PM 0.0 to PM .28
HM240 $4,240 (FY 25)
168 0.77 West city limit of the City of
Bishop to the junction with US
395, PM 17.54 to PM 18.31
HM240 $16,960 (FY 25)
395 1.68 City limits of the City of Bishop,
PM 114.89 to PM 116.57
HM240 $31,800 (FY 25)
TOTAL ANNUAL AUTHORIZED EXPENDITURE: $53,000
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Map of Maintenance Agreement Area
SR 6, 168 and 395 - City of Bishop
Delegated Maintenance Agreement
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EXHIBIT B

LETTER CERTIFYING CITY'S SELF-INSURED STATUS
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05/09/2024

EXHIBIT C
Party Representatives and Notices.

LOCAL AGENCY’s Project Manager : ____Nora Gamino_________ STATE’s DMAC is: _____Terry Erlwein_____________________________ All notices, document submittals and invoices required under this AGREEMENT shall be deemed to have been fully given when made in writing and received by the PARTIES at their respective addresses as follows:

LOCAL AGENCY
Attn: Name of Project Manager: ____Nora Gamino_______
Address: ____377 W. Line Street __________________________ City, Zip: ________ Bishop, CA 93514________________________ STATE
Attn: Name of DMAC: __Terry Erlwein___________________________ Address: ______500 S. Main Street_______________________________ City, Zip: ____Bishop CA, 93514__________________________________ 130
Agenda Item: 14.K
Date of Meeting: June 24, 2024
Department: Planning
To: City Council
From: Michele Rhew
Subject: Planning Commission Meeting Cancellation Notice Prepared On: June 17, 2024
Attachments: June 26, 2024 - Meeting Cancellation Notice

STAFF REPORT
Recommended Action:

Council is requested to receive and file the attached Planning Commission Cancellation Notice Approved By:

Approved By:

Approved By:

Approved By:
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City of Bishop
Planning Commission
There will be no Planning Commission Meeting
June 25, 2024
The next regularly scheduled meeting will be
July 23, 2024

Bishop City Council Chambers
301 West Line Street
Bishop, CA 93514
760-873-8458
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Agenda Item: 15.A
Date of Meeting: June 24, 2024
Department: City Clerk
To: City Council
From: Robin Picken
Subject: Annual League of California Cities/Cal Cities Conference - Attendance and Designation of Voting Delegate and Alternate(s) Prepared On: June 14, 2024
Attachments: 2024 Voting Delegate Form

STAFF REPORT
Background/History:

The League of California Cities, now known as Cal Cities, Annual Conference is scheduled for October 16-18, 2024 in Long Beach, California. Each year the Council discusses who will be attending the Annual Conference and its General Assembly Meeting.

Council is required to take action to designate one voting delegate and up to two alternates in order to vote at the Cal Cities General Assembly Meeting. This year the General Assembly Meeting is scheduled for Friday, October 18, 2024 at 8:30 a.m. - 10:30 a.m.

Analysis/Discussion:

In 2023, the Cal Cities Annual Conference was held in Sacramento, California, from September 20-22, 2023. Mayor Ellis, Mayor Pro Tem Garcia, and Councilmember Kong attended the annual conference with Mayor Pro Tem Garcia designated as the City's voting delegate and Councilmember Kong appointed as the City's alternate voting delegate.

Economic Impacts:

There are no economic impacts.

Budget Impacts:

The cost to attend this year's conference will run approximately $2,000.00 per person.

Legal Review:

City Attorney Pucci has reviewed this item and finds that the recommended action complies with the law.

Recommended Action:

Council to discuss who will attend the League of California Cities/Cal Cities Annual Conference scheduled for October 16, 2024 through October 18, 2024 and approve the appointment of the City's voting delegate and up to two alternate(s) to vote on behalf of the 133
City at the League of California Cities/Cal Cities General Assembly Meeting on Friday, October 18, 2024.

Approved By: Ethan Aukee 6/19/2024
Approved By: Robin Picken 6/19/2024
Approved By: Deston Dishion 6/19/2024
Approved By:
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CITY: ________________________________________
2024 ANNUAL CONFERENCE

VOTING DELEGATE/ALTERNATE FORM
Please complete this form and return it to Cal Cities office by Wednesday, September 25, 2024. Forms not sent by this deadline may be submitted to the Voting Delegate Desk located in the Annual Conference Registration Area. Your city council may designate one voting delegate and up to two alternates.

To vote at the General Assembly, voting delegates and alternates must be designated by your city council. Please attach the council resolution as proof of designation. As an alternative, the Mayor or City Clerk may sign this form, affirming that the designation reflects the action taken by the council.

Please note: Voting delegates and alternates will be seated in a separate area at the General Assembly. Admission to this designated area will be limited to individuals (voting delegates and alternates) who are identified with a special sticker on their conference badge. This sticker can be obtained only at the voting delegate desk.

1. VOTING DELEGATE
Name: Email: ______________________________
Title:

2. VOTING DELEGATE - ALTERNATE 3. VOTING DELEGATE - ALTERNATE Name: Name:

Title: Title:

Email: ________________________________ Email: _____________________________

ATTACH COUNCIL RESOLUTION DESIGNATING VOTING DELEGATE AND ALTERNATES OR ATTEST: I affirm that the information provided reflects action by the city council to designate the voting delegate and alternate(s).

Name: ____________________________________ Email: _________________________________ Mayor or City Clerk: ________________________ Date: __________ Phone: ________________ (circle one) (signature) Please complete and email this form to [email protected] by Wednesday, Sept. 25, 2024
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